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Leongny
2021-12-20
[What]
Apple Stock: The Strongest Shield Against Rate Hikes<blockquote>苹果股票:抵御加息的最强盾牌</blockquote>
Leongny
2021-12-19
[Cool]
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Leongny
2021-12-18
[Sweats]
Wall Street ends down after mostly negative week<blockquote>华尔街在经历了大部分负面的一周后收盘下跌</blockquote>
Leongny
2021-12-17
[Miser]
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Leongny
2021-12-16
[Miser]
抱歉,原内容已删除
Leongny
2021-12-15
[Miser]
抱歉,原内容已删除
Leongny
2021-12-14
[Cry]
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Leongny
2021-12-13
[What]
Rivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、FedEx、Lenner、Campbell Soup 和本周值得关注的其他股票</blockquote>
Leongny
2021-12-11
[What]
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Leongny
2021-12-10
[Surprised]
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Leongny
2021-12-09
[Smile]
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Leongny
2021-12-08
[Wow]
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Leongny
2021-12-07
[Speechless]
This Stock Is Seeing The Highest Interest On WallStreetBets Today<blockquote>今天华尔街投注对这只股票的兴趣最高</blockquote>
Leongny
2021-12-06
[Smug]
Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS 和本周值得关注的其他股票</blockquote>
Leongny
2021-12-03
[Glance]
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Leongny
2021-12-02
[Drowsy]
Cathie Wood Trims $5M In Coinbase And Loads Up On This Stock<blockquote>Cathie Wood 在 Coinbase 减持 500 万美元并增持这只股票</blockquote>
Leongny
2021-12-01
[Comfort]
抱歉,原内容已删除
Leongny
2021-11-30
[Speechless]
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Leongny
2021-11-29
[Facepalm]
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Leongny
2021-11-28
[Speechless]
Google, Dell Lead Five Diverse Stocks Near Buy Points<blockquote>谷歌、戴尔领先五只接近买入点的不同股票</blockquote>
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","listText":"[What] ","text":"[What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693369963","repostId":"1183475424","repostType":4,"repost":{"id":"1183475424","kind":"news","pubTimestamp":1639967829,"share":"https://www.laohunote.com/m/news/1183475424?lang=zh_CN&edition=full","pubTime":"2021-12-20 10:37","market":"us","language":"en","title":"Apple Stock: The Strongest Shield Against Rate Hikes<blockquote>苹果股票:抵御加息的最强盾牌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1183475424","media":"Seeking Alpha","summary":"Summary\n\nWith inflation running its hottest course in 40 years, the Federal Reserve has decided to a","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>With inflation running its hottest course in 40 years, the Federal Reserve has decided to accelerate the stimulus tapering schedule and prepare for raising interest rates as early as March.</li> <li>While rate hikes have historically deterred investors from growth stocks due to concerns over eroding valuation prospects, the Apple stock has remained largely resilient.</li> <li>Apple is expected to realize additional upsides ahead, sustained by robust demand for its existing offerings and new opportunities arising from nascent technologies like AR/VR and autonomous vehicles.</li> <li>Its strong net cash position also provides sufficient dry powder to fund additional growth in coming years without incurring additional costs of capital amidst rising interest rates.</li> <li>As such, Apple's bullish thesis remains intact as it approaches a $3 trillion valuation, despite broader market valuation risks ahead.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdf73ac36a98ce54b343c7e6b613f4d9\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>guvendemir/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>随着通胀处于40年来最热的阶段,美联储决定加快刺激缩减时间表,并准备最早在3月份加息。</li><li>尽管由于担心估值前景恶化,加息历来会阻止投资者购买成长型股票,但苹果股票在很大程度上仍然具有弹性。</li><li>在对其现有产品的强劲需求以及 AR/VR 和自动驾驶汽车等新兴技术带来的新机遇的支持下,苹果预计将在未来实现额外的上涨空间。</li><li>其强劲的净现金状况也提供了足够的干粉来为未来几年的额外增长提供资金,而不会在利率上升的情况下产生额外的资本成本。</li><li>因此,尽管未来存在更广泛的市场估值风险,但苹果的看涨论点在其估值接近 3 万亿美元时仍然完好无损。</li></ul><p class=\"t-img-caption\"><span>guvendemir/iStock 未通过 Getty Images 发布</span></p></blockquote></p><p> As one of the world’s best performing stocks, Apple(NASDAQ:AAPL) has gained close to 40% this year. The stock, which last peaked at $182.13 not too long ago, is currently less than 7% from being the first U.S. publicly listed company to reach a $3 trillion market value and single-handedly accounts for about 15% of the tech-heavy Nasdaq 100’s performance. Apple’s market value has grown by more than 220x since the late 1990s, buoyed by the company’s continuous ability to capture robust demand for its innovative portfolio of products and services.</p><p><blockquote>作为全球表现最好的股票之一,苹果(纳斯达克股票代码:AAPL)今年上涨了近 40%。该股不久前曾触及 182.13 美元的最高点,目前距离成为第一家市值达到 3 万亿美元的美国上市公司还不到 7%,单枪匹马就占据了以科技股为主的纳斯达克 100 指数业绩的约 15%。自 20 世纪 90 年代末以来,苹果的市值增长了 220 多倍,这得益于该公司持续能够抓住对其创新产品和服务组合的强劲需求。</blockquote></p><p> And Apple’s strong fundamentals are expected to help the stock defy adverse impacts from the imminent rate hikes beginning next year. With inflation running at its hottest in almost four decades, the Federal Reserve decided Wednesday that it will increase the pace at which it is dialing back on the $120 billion monthly bond repurchasing program from $15 billion per month, which began in November, to $30 billion per month. This would effectively conclude the stimulus program, put in place at the onset of the pandemic, coming March, rather than in July as initially planned. Rate hikes are expected to begin soon after to counter rising price pressures, with Federal Reserve Chair Jerome Powell affirming that the process will only begin after tapering ends and at a gradual pace. The latest dot plot indicates potential for the Federal Fund Rate to lift-off from near-zero beginning early 2022 with three quarter-point increases, plus another three in 2023 and two more in 2024. If materialized, the process would up the funds rate to 2.1% by 2024.</p><p><blockquote>苹果强劲的基本面有望帮助该股抵御明年开始即将加息带来的不利影响。随着通胀达到近四十年来的最高点,美联储周三决定加快每月 1200 亿美元债券回购计划的步伐,从 11 月开始的每月 150 亿美元降至每月 300 亿美元。这将有效地结束疫情爆发时实施的刺激计划,即明年3月,而不是最初计划的7月。加息预计将很快开始,以应对不断上升的价格压力,美联储主席杰罗姆·鲍威尔确认,这一过程只有在缩减规模结束后才会开始,并且步伐渐进。最新的点阵图表明,联邦基金利率有可能从 2022 年初的接近于零的水平上升,并上调三个四分之一点,2023 年再上调三个四分之一点,2024 年再上调两个。如果实现,到 2024 年,这一过程将把基金利率提高到 2.1%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ef3ca2d04c1b55a465e12bfae79890e\" tg-width=\"640\" tg-height=\"315\" width=\"100%\" height=\"auto\"><span>Source: Bloomberg</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:彭博社</span></p></blockquote></p><p> While rate hikes typically cause investors to turn risk averse due to concerns over faster erosion of value on future gains and stalled business growth due to rising costs of capital, especially for high-growth stocks, Apple gained close to 3% upon release of the Fed’s update on policy tightening. The stock closed at $179.30 on December 15th, nearing its peak of $182 on Monday. Apple’s rally, along with similar uptrends observed across other mega-cap tech stocks, accordingly drove intra-day gains of 2.4% for the Nasdaq 100 following the Federal Reserve’s update, indicating investors’ preference to park their money in companies with robust growth prospects to counter risks from the impending rate increases.</p><p><blockquote>虽然加息通常会导致投资者规避风险,因为他们担心未来收益的价值会更快地受到侵蚀,而且由于资本成本上升(尤其是高增长股票)导致业务增长停滞,但在美联储发布紧缩政策的最新消息后,苹果股市上涨了近3%。该股12月15日收于179.30美元,接近周一182美元的峰值。在美联储发布最新消息后,苹果的反弹以及其他大型科技股的类似上升趋势相应地推动了纳斯达克 100 指数盘中上涨 2.4%,这表明投资者更倾向于将资金投入增长前景强劲的公司,以应对即将加息带来的风险。</blockquote></p><p> With the coming holiday season a boon for Apple’s December-quarter sales, the stock’s valuation is expected to enter in the $3 trillion territory sooner than expected. Continued robust demand observed across Apple’s entire product line, generous share buy-backs, and additional revenue contributions expected within the foreseeable future resulting from new, cutting-edge products will also be key catalysts to support the company’s persistently strong fundamentals and keep the stock’s valuation above $3 trillion despite the impending rate hikes. Considering recent developments to the broader market and Apple’s growth prospects, we are raising our 12-month price target for the stock to $209.43.</p><p><blockquote>随着即将到来的假日季对苹果 12 月季度的销售额有利,该股估值预计将比预期更早进入 3 万亿美元大关。苹果整个产品线的持续强劲需求、慷慨的股票回购,以及预计在可预见的未来,新的尖端产品将带来额外的收入贡献,也将成为支撑公司持续强劲基本面的关键催化剂,并在即将加息的情况下将使股票估值保持在 3 万亿美元以上。考虑到大盘的近期发展和苹果的增长前景,我们将该股的 12 个月目标价上调至 209.43 美元。</blockquote></p><p> <b>FY 2021 Overview and Recap of Fundamental Prospects</b></p><p><blockquote><b>2021财年概述及基本前景回顾</b></blockquote></p><p></p><p> Fiscal 2021 was a big year for Apple. The company’s revenues for the year grew 33% from fiscal 2020 to $366 billion, despite on-and-off store closures resulting from recurring coronavirus outbreaks and supply chain constraints that have led to more than $9 billion in lost sales. Every product and service segment achieved record-setting revenues with more than 20% growth from previous year results. Much of the year’s success were attributable to a series of new product launches and feature upgrades. The most notable of which included the 5G-enabled family of iPhone 12s and iPhone 13s, as well as the M1-powered MacBook Pro and iPad Pro.</p><p><blockquote>2021财年对苹果来说是重要的一年。尽管冠状病毒反复爆发和供应链限制导致门店断断续续关闭,导致销售额损失超过 90 亿美元,但该公司全年的收入比 2020 财年增长了 33%,达到 3660 亿美元。每个产品和服务部门都实现了创纪录的收入,比上一年的业绩增长了20%以上。今年的成功很大程度上归功于一系列新产品的发布和功能的升级。其中最引人注目的包括支持5G的iPhone 12s和iPhone 13s系列,以及支持M1的MacBook Pro和iPad Pro。</blockquote></p><p> <b>Key Developments in Products</b></p><p><blockquote><b>产品的主要发展</b></blockquote></p><p> iPhone sales grew by 39% this year, the most amongst other segments, and drove more than half of Apple’s fiscal 2021 revenues. The results were a stark contrast to last year’s slump in demand for the mobile device when consumers braced for pandemic-driven economic uncertainties. iPhone sales are expected to remain robust in coming years as global 5G device upgrades continue to gather pace. The likely launch of a more affordable 5G-enabled iPhone SE in 2022 is also expected to further Apple’s market share gains by attracting switchers from “more than a billion non-premium Android users”, and drive the active installed base to another all-time high. The anticipated momentum is further corroborated by iPhone sales patterns observed in recent quarters following the launch of 5G-enabled iPhone 12s and iPhone 13s, where the number of upgraders and switchers grew by strong double digits. Apple’s strong ties with cell-phone carriers is also expected to drive meaningful iPhone sales contributions in coming years. Reputable wireless carriers in the U.S. like Verizon and AT&T have already been keen on promoting the sale of 5G-enabled devices like the iPhone 12 and iPhone 13 to encourage migration to the 5G network that they have spent billions of dollars on building across the nation. Telecom companies around the world are expected to spend more than $700 billion over the next five years on building-out the 5G network, underscoring significant additional growth opportunities ahead for the iPhone segment as carriers push for the strongest multiyear upgrade cycle in a decade to recoup their investments.</p><p><blockquote>iPhone 今年的销量增长了 39%,是其他细分市场中增长最快的,并贡献了苹果 2021 财年一半以上的收入。这一结果与去年移动设备需求的下滑形成了鲜明对比,当时消费者正在为大流行病带来的经济不确定性做好准备。随着全球5G设备升级步伐不断加快,iPhone销售预计将在未来几年保持强劲。2022 年可能会推出更实惠的支持 5G 的 iPhone SE,这也将吸引 “超过 10 亿非高端安卓用户 ”的转换用户,从而进一步扩大苹果的市场份额,并将活跃安装基数推向历史新高。在支持 5G 的 iPhone 12s 和 iPhone 13s 推出后,最近几个季度观察到的 iPhone 销售模式进一步证实了预期的势头,升级和切换用户的数量强劲增长了两位数。苹果与手机运营商的紧密联系预计也将在未来几年推动 iPhone 的销售贡献。威瑞森和美国电话电报公司等美国知名无线运营商已经热衷于促进iPhone 12和iPhone 13等支持5G的设备的销售,以鼓励向他们花费数十亿美元在全国范围内建设的5G网络迁移。预计全球电信公司将在未来五年内花费超过7000亿美元建设5G网络,这凸显了随着运营商推动十年来最强劲的多年升级周期以收回投资,iPhone领域未来的巨大增长机会。</blockquote></p><p> Mac and iPad sales also grew significantly in fiscal 2021, reaching record revenues of $35.2 billion and $31.9 billion, respectively. Following the introduction of the all-new M1-powered iMac earlier this year, Apple also unveiled the reimagined M1-Pro / M1-Max powered MacBook Pro in October. The custom M1 processors made the newest MacBook “better than any Intel-based device for nearly every productivity use case outside of gaming”. This accordingly drove incredible demand for the portable workstation from a diverse group of consumers, ranging from professional creators and photographers to corporate users and students. The company is estimated to have shipped over 3.2 million units of Mac products during the September quarter, which drove record-setting revenues for the segment, while boosting its rank in global PC sales to fourth place amongst other vendors. The introduction of M1-processors in Apple’s computing products also bolstered its position in capitalizing on the surge in global demand for PCs and multi-purpose tablets by allowing the company to build devices with innovative features that can be seamlessly integrated across its ecosystem of peripheral accessories and services to draw adjacent revenues. With accelerated adoption of hybrid work and study arrangements in the post-pandemic era, global demand for portable workstations like PCs and multi-purpose tablets are expected to remain elevated in coming years – the sectors are expected to grow into a $224.3 billion and$600 billion market, respectively, by 2025, which makes favorable trends for Apple’s Mac and iPad segments.</p><p><blockquote>Mac 和 iPad 销量在 2021 财年也大幅增长,收入分别达到创纪录的 352 亿美元和 319 亿美元。继今年早些时候推出全新M1驱动的iMac后,苹果还在10月份推出了重新设计的M1-Pro/M1-Max驱动的MacBook Pro。定制的 M1 处理器使最新的 MacBook “在游戏以外的几乎所有生产力用例上都优于任何基于英特尔的设备”。这相应地推动了不同消费者群体对便携式工作站的巨大需求,从专业创作者和摄影师到企业用户和学生。据估计,该公司在 9 月份季度的 Mac 产品出货量超过 320 万台,推动了该部门创纪录的收入,同时将其在全球 PC 销量中的排名提升至其他供应商的第四位。在苹果的计算产品中引入 M1 处理器也巩固了其在利用全球对 PC 和多功能平板电脑需求激增的优势方面的地位,使该公司能够制造具有创新功能的设备,这些设备可以在其外围配件和服务生态系统中无缝集成,从而吸引相关收入。随着后大流行病时代混合工作和学习安排的加速采用,预计未来几年全球对个人电脑和多功能平板电脑等便携式工作站的需求将保持高位--到 2025 年,这两个行业的市场预计将分别增长到 2,243 亿美元和 6,000 亿美元,这将为苹果的 Mac 和 iPad 细分市场带来有利趋势。</blockquote></p><p> Recent speculations on Apple’s intentions to strengthen its in-house chip development capacity will likely further the advancement of its technologies offered in coming years and draw additional demand to its products. The company is currently looking for engineers to build-out its capacity in the development of “wireless radios, radio-frequency integrated circuits, and a wireless system-on-chip (“SoC”)”, as well as “semiconductors for connecting Bluetooth and Wi-Fi”. These developments are expected to further enhance seamless integration across Apple’s devices and increase stickiness to its ecosystem of product and service offerings, making its chip unit one of the company’s “most prized assets”.</p><p><blockquote>最近有猜测称,苹果有意加强其内部芯片开发能力,这可能会在未来几年进一步推动其技术的进步,并吸引对其产品的更多需求。该公司目前正在寻找工程师,以增强其在 “无线收音机、射频集成电路和无线片上系统(“SoC”)”以及 “用于连接蓝牙和 Wi-Fi 的半导体”方面的开发能力。这些发展有望进一步增强苹果设备之间的无缝集成,并增加其产品和服务生态系统的粘性,使其芯片部门成为公司 “最宝贵的资产 ”之一。</blockquote></p><p> <b>Key Developments in Services</b></p><p><blockquote><b>服务的主要发展</b></blockquote></p><p></p><p> On the services front, a strong subscriber base had enabled the segment to hit record-setting revenues of more than $68.4 billion in fiscal 2021, up 27% from the prior year. To date, Apple has garnered more than 745 million paid subscribers across its high-margin service offerings, representing a five-fold increase over the last five years. Apple’s increasing push for a subscription-based business model across its wide variety of service platforms, ranging from Apple Music to iCloud storage solutions, paired with attractive new offerings that address key consumer trends in recent years have been a key driver to the company’s fast-expanding margins. New exciting add-on features introduced for existing service platforms include Spatial Audio and Lossless Audiofor Apple Music and the Apple Music Voice Plan. The new subscription-based offerings are expected to further Apple’s reach to adjacent opportunities stemming from increasing global usage of smartphones, laptops and other advanced home electronic products – for instance, the global music streaming market is expected to expand at a CAGR of 16% towards a projected value of $61 billion over the next five years, underscoring significant growth headroom for Apple Music. And Apple’s latest introduction of the Apple One bundle is expected to be a key contributor to furthering service segment sales in coming years by attracting new users to pay for subscription services that they otherwise would not have had it not been for the bundle discounts.</p><p><blockquote>在服务方面,强大的用户群使该部门在 2021 财年的收入创下了超过 684 亿美元的纪录,比上一年增长了 27%。迄今为止,苹果通过其高利润服务产品获得了超过 7.45 亿付费用户,比过去五年增长了五倍。苹果在其从苹果音乐到 iCloud 存储解决方案等各种服务平台上不断推行基于订阅的商业模式,再加上近年来针对主要消费趋势的有吸引力的新产品,一直是该公司利润率快速增长的关键驱动力。为现有服务平台引入的令人兴奋的新附加功能包括苹果音乐的空间音频和无损音频以及苹果音乐语音计划。新的基于订阅的产品有望进一步扩大苹果对智能手机、笔记本电脑和其他先进家用电子产品全球使用量不断增加所带来的邻近机遇的影响力--例如,全球音乐流媒体市场预计将在未来五年内以 16% 的复合年增长率扩大,预计价值将达到 610 亿美元,这凸显了苹果音乐的巨大增长空间。苹果最新推出的苹果 One 捆绑包预计将在未来几年吸引新用户为订阅服务付费,而如果不是捆绑包折扣,他们是不会购买这些服务的。</blockquote></p><p> Continued growth in market demand for mobile applications will also be a boon to Apple’s fast-growing services segment. The global market for mobile applications is expected to grow at a CAGR of 18.4% and reach a market value of more than $400 billion over the next five years. With AAPL hosting one of the largest and most used app stores in the world, it would be reasonable to assume that related revenues would grow at a similar pace. Despite mounting global regulatory scrutiny over Apple’s alleged antitrust violations with its App Store – the most notable of which stemming from an ongoing legal battle with Epic Games– the company’s continued focus on ensuring user privacy, security, and ease of transactions might have saved the day. According to a survey of 4,000 Apple product users performed by Morgan Stanley across the U.S. and China, most have indicated loyalty to Apple’s App store due to the “value of security, privacy and ease of transactions” provided, despite developers pushing for rights to transact outside of Apple’s ecosystem. Apple’s recent success in delaying App Store changes ordered by U.S. District Judge Yvonne Gonzalez Rogers in September as part of a year-long lawsuit brought against by Epic Games is another sign of the App Store’s continued strength. The company has argued that the court-mandated order to allow App Store users to “buy directly from developers on the web” would be a threat to the security of their privacy.</p><p><blockquote>移动应用市场需求的持续增长也将有利于苹果快速增长的服务部门。全球移动应用市场预计将以18.4%的CAGR增长,未来五年市值将超过4000亿美元。由于 AAPL 拥有世界上最大、使用最广泛的应用商店之一,因此可以合理地假设相关收入将以类似的速度增长。尽管全球监管机构对苹果的 App Store 涉嫌违反反垄断规定的审查越来越多--其中最引人注目的是与 Epic Games 正在进行的法律诉讼--但该公司继续专注于确保用户隐私、安全和交易便利性可能已经挽救了局面。根据摩根士丹利在美国和中国大陆对 4000 名苹果产品用户进行的调查,大多数人对苹果的应用商店表示忠诚,因为该商店提供了 “安全、隐私和易于交易的价值”,尽管开发者正在推动在苹果生态系统之外进行交易。苹果最近成功推迟了美国地区法官伊冯娜-冈萨雷斯-罗杰斯(Yvonne Gonzalez Rogers)9 月份下令对 App Store 进行的更改,这是 Epic Games 对其提起长达一年的诉讼的一部分,这也是 App Store 持续强大的又一迹象。该公司辩称,法院下令允许 App Store 用户 “直接从网络上的开发者那里购买 ”,这将对他们的隐私安全构成威胁。</blockquote></p><p> Currently, developers are fighting for their rights to have app users transact outside of Apple’s ecosystem, which charges developers a hefty commission fee of up to 30% on all purchases. As Apple continues with its appeal of the ruling, the ultimate court decision on whether App Store changes would need to be implemented could take at least another year. But even with an unfavorable ruling, where Apple would have to allow developers to redirect users to payments outside of its ecosystem and/or lower its in-app purchase commission rate, App Store revenues are only expected to decrease by at most $4 billion per year which will not place a material impact on its valuation prospects. The actual quantified impact might even be less than what the market has forecasted, considering the value that App Store users have ascribed to the level of security and convenience that Apple has offered through the platform.</p><p><blockquote>目前,开发者正在争取让应用程序用户在苹果生态系统之外进行交易的权利,该生态系统向开发者收取高达 30% 的高额佣金。随着苹果继续对该裁决提出上诉,法院关于是否需要实施 App Store 变更的最终裁决可能至少还需要一年时间。但即使做出不利的裁决,苹果将不得不允许开发者将用户重定向到其生态系统之外的支付和/或降低其应用内购买佣金率,App Store的收入预计每年最多也只会减少40亿美元,这不会对其估值前景产生重大影响。考虑到 App Store 用户对苹果通过该平台提供的安全性和便利性水平的重视,实际量化影响甚至可能低于市场预测。</blockquote></p><p> <b>Key Catalysts Ahead</b></p><p><blockquote><b>未来的关键催化剂</b></blockquote></p><p></p><p> Apple is undoubtedly a key gateway to bringing emerging technologies to the mainstream due to its massive installed base of devices and related service platform users. And because of this, the highly anticipated launch of cutting-edge products like AR/VR headsets and autonomous vehicles in coming years will likely catapult the stock to new heights. The pioneer of disruptive consumer electronics and devices is expected to launch a VR headset and AR glasses by early 2023, a nascent technology that has been picking up steam in recent months with increasing talks of the metaverse. Similar to most VR headsets already available in the market, Apple’s will feature a 3D display to enable an immersive environment for a variety of activities from gaming to communicating. The differentiating factor will be the company’s plans to implement best-in-class graphics chips in the device to facilitate ultra-high-resolution displays. The impending VR headset will ultimately lay the foundation for its AR glasses, which Apple expects to be the “larger opportunity”.</p><p><blockquote>由于其庞大的设备安装基数和相关服务平台用户,苹果无疑是将新兴技术带入主流的关键门户。正因为如此,未来几年备受期待的AR/VR耳机和自动驾驶汽车等尖端产品的推出可能会将该股推向新的高度。这家颠覆性消费电子产品和设备的先驱预计将于 2023 年初推出 VR 耳机和 AR 眼镜,这项新兴技术近几个月来随着有关元宇宙的讨论越来越多,势头强劲。与市场上已有的大多数 VR 头显类似,苹果的 VR 头显将采用 3D 显示屏,为从游戏到交流等各种活动提供身临其境的环境。该公司计划在设备中采用一流的图形芯片,以实现超高分辨率显示屏。即将推出的 VR 头显最终将为其 AR 眼镜奠定基础,苹果预计这将是 “更大的机会”。</blockquote></p><p> Over the next five years, opportunities pertaining to the metaverse are expected to blossom into an $800 billion market. Related software and service sales are expected to drive more than 70% of the projected addressable market, while the remainder will likely be driven by hardware sales. This makes strong tailwinds for Apple, which does not only stand to capitalize on growing metaverse opportunities through the sale of its impending AR/VR headset, but also adjacent revenues pertaining to the usage of related apps, software and service platforms.</p><p><blockquote>未来五年,与元宇宙相关的机会预计将发展成为一个价值 8000 亿美元的市场。相关软件和服务销售预计将推动预计潜在市场的 70% 以上,而其余部分可能由硬件销售推动。这为苹果带来了强劲的推动力,该公司不仅可以通过销售即将推出的 AR/VR 耳机来利用不断增长的元宇宙机会,还可以利用与使用相关应用程序、软件和服务平台相关的相关收入。</blockquote></p><p> Speculations on Apple’s ongoing development of a self-driving electric car is also expected to materialize into meaningful upsides for the stock within the foreseeable future. The company is now planning to launch the new product category by 2025, at which time the global autonomous vehicle market is expected to reach a value of more than $200 billion. The eventual car will likely feature homages to its existing product portfolio, like an “iPad-like touch screen” infotainment system. And on the technology front, Apple is believed to have completed the development of a custom silicon for powering the vehicle’s autonomous driving capabilities. The newest chips will soon be implemented into its existing fleet of retrofitted SUVs for testing in California according to the state’s DMV, a sign that the impending launch is near.</p><p><blockquote>在可预见的未来,关于苹果正在开发自动驾驶电动汽车的猜测也有望为该股带来有意义的上涨空间。该公司目前计划在2025年前推出新产品类别,届时全球自动驾驶汽车市场价值预计将超过2000亿美元。最终推出的汽车很可能会向其现有的产品组合致敬,比如 “类似 iPad 的触摸屏 ”信息娱乐系统。在技术方面,据信苹果已经完成了为汽车自动驾驶功能提供动力的定制硅的开发。据加州车管所称,最新芯片将很快应用于其现有的改装 SUV 车队,以便在加州进行测试,这表明即将推出的芯片即将到来。</blockquote></p><p> While Apple’s current market value may already be reflective of “consistent material revenue contributions from new products and services over time”, additional upsides from the above-mentioned new product category launches are still missing. But this will likely change within the next 12 months as the impending launch of an Apple AR/VR device draws near. Near-term projections on early AR/VR device sales are expected to boost Apple’s valuation by at least $150 billion. And over time when metaverse trends continue to gain mainstream traction, Apple is expected to generate more than $200 billion in annual revenues from the AR/VR segment, which could add another 15% on top of its current market value.</p><p><blockquote>虽然苹果目前的市值可能已经反映了 “随着时间的推移,新产品和服务对收入的持续贡献”,但上述新产品类别的推出仍未带来额外的好处。但随着苹果AR/VR设备即将推出,这种情况可能会在未来12个月内发生变化。对早期 AR/VR 设备销售的近期预测预计将使苹果的估值至少提高 1500 亿美元。随着时间的推移,随着元宇宙趋势继续获得主流牵引力,苹果预计将从 AR/VR 领域产生超过 2000 亿美元的年收入,这可能会在其当前市值的基础上再增加 15%。</blockquote></p><p> <b>Valuation Prospects and Potential Impacts from the Impending Rate Increases</b></p><p><blockquote><b>即将加息的估值前景和潜在影响</b></blockquote></p><p> Adjusting our most recent forecast for Apple’s fiscal 2021 year-end results and December-quarter guidance, our base case projection estimates total net sales of $439.3 billion by the end of fiscal 2022, with further growth towards $668.5 billion by fiscal 2026. The growth assumptions applied across segment revenues in our forecast remains largely unchanged from our most recent analysis on the stock, with additional consideration for management’s near-term outlook on supply constraint impacts and the impending rate hikes. Specifically, lost revenues of $9 billion (i.e. approximately $3 billion during June-quarter and $6 billion during September-quarter) attributable to industry-wide chip shortages and pandemic-driven manufacturing delays during the second half of fiscal 2021 is expected to worsen into the first half of fiscal 2022. While there have been observed improvements to supply chain challenges, continuously robust demand for Apple products is what will drive a higher volume of lost sales in coming quarters. Nonetheless, Apple remains well-positioned for strong fundamentals ahead, which will help to alleviate some of investors’ concerns on valuation due to impending rate hikes.</p><p><blockquote>调整我们对苹果 2021 财年年终业绩和 12 月份季度指引的最新预测后,我们的基本案例预测预计到 2022 财年末,净销售总额将达到 4393 亿美元,到 2026 财年将进一步增长至 6685 亿美元。在我们的预测中,各部门收入的增长假设与我们最近对该股的分析基本保持不变,但还额外考虑了管理层对供应紧张影响和即将加息的近期展望。具体来说,2021 财年下半年全行业芯片短缺和大流行导致的制造延误造成的 90 亿美元收入损失(即 6 月份季度约 30 亿美元,9 月份季度约 60 亿美元)预计将恶化到 2022 财年上半年。虽然供应链挑战有所改善,但对苹果产品的持续强劲需求将推动未来几个季度销售额的增加。尽管如此,苹果未来的基本面依然强劲,这将有助于缓解投资者因即将加息而对估值的一些担忧。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b5aa95136cfca6f95b962ea36eadab74\" tg-width=\"640\" tg-height=\"257\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <i>i. Base Case Financial Projections:</i></p><p><blockquote><i>i. 基本情况财务预测:</i></blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6585b165abd25fab7d171dd944d05156\" tg-width=\"640\" tg-height=\"316\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal financial forecast (Apple_-_Forecasted_Financial_Information.pdf). Please refer here for further detail on material growth assumptions applied.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者,数据来自我们的内部财务预测(Apple_-_Forecasted_Financial_Information.pdf)。有关应用的重大增长假设的进一步详情,请参阅此处。</span></p></blockquote></p><p> Drawing on the above considerations, our 12-month price target for the Apple stock has been revised to $209.43. This represents upside potential of more than 22% based on the last traded price of $171.14 on December 17th.</p><p><blockquote>基于上述考虑,我们对苹果股票的 12 个月目标价已修正至 209.43 美元。根据 12 月 17 日最后交易价格 171.14 美元计算,这意味着超过 22% 的上涨潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e88e904b5b900fbcdf4541d856570e2d\" tg-width=\"640\" tg-height=\"230\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal valuation analysis.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者,数据来自我们的内部估值分析。</span></p></blockquote></p><p> The revised price target is derived using a discounted cash flow (“DCF”) analysis over a ten-year discrete period in conjunction with the financial projections updated for Apple’s recent developments as analyzed in earlier sections. Similar to our original valuation analysis, we have applied a WACC of 8% to discount Apple’s projected free cash flows. The discount function is reflective of the company’s risk profile, taking into consideration its current capital structure and strong balance sheet. Apple’s cost of capital for growth is not expected to change significantly as a result of the impending rate hikes, considering a large portion of its existing debt are fixed-rate notes. The company also boasts a consistently robust net cash position, in which management intends to deploy towards additional growth without having to incur incremental capital costs ahead of interest rate increases. This is expected to further cement investors’ confidence in the Apple stock, as they continue their “flight to quality” amidst fear of broader market pressure from rising interest rates.</p><p><blockquote>修订后的价格目标是使用十年离散期间的贴现现金流(“DCF”)分析,结合前面章节分析的苹果近期发展的最新财务预测得出的。与我们最初的估值分析类似,我们采用了 8% 的 WACC 来贴现苹果的预计自由现金流。考虑到公司目前的资本结构和稳健的资产负债表,贴现函数反映了公司的风险状况。考虑到苹果现有债务中有很大一部分是固定利率票据,预计其增长的资本成本不会因即将加息而发生重大变化。该公司还拥有持续强劲的净现金状况,管理层打算在利率上升之前部署额外增长,而不必承担额外的资本成本。预计这将进一步增强水泥投资者对苹果股票的信心,因为他们在担心利率上升会带来更广泛的市场压力的情况下,继续 “向优质方向飞奔”。</blockquote></p><p> The valuation analysis also assumes an exit multiple of 19.8x, which is consistent with current market expectations on Apple’s growth trajectory over the forecasted period. The applied exit multiple assumption could even improve further within the next 12 months, considering the impending launch of new product segments like AR/VR devices and autonomous vehicles, and offset any potential impacts from the upcoming increases to interest rates.</p><p><blockquote>估值分析还假设退出倍数为 19.8 倍,这与当前市场对苹果在预测期内增长轨迹的预期一致。考虑到AR/VR设备和自动驾驶汽车等新产品细分市场即将推出,所应用的退出倍数假设甚至可能在未来12个月内进一步改善,并抵消即将到来的加息带来的任何潜在影响。</blockquote></p><p> <i>i. Base Case Valuation Analysis:</i></p><p><blockquote><i>一、基本案例估值分析:</i></blockquote></p><p> <img src=\"https://static.tigerbbs.com/81f992ef8b2b59ea879f69a7b1e7ad52\" tg-width=\"640\" tg-height=\"300\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <i>ii. Sensitivity Analysis:</i></p><p><blockquote><i>ii.敏感性分析:</i></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da8b21dae04fd263929ab26bd8d83907\" tg-width=\"640\" tg-height=\"337\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal valuation analysis.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者,数据来自我们的内部估值分析。</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Based on the foregoing analysis, the anticipated addition of 175 to 200 basis points to the current near-zero Federal Fund Rate over the next two years is not expected to cause material adverse impacts to Apple’s performance from both a fundamental and valuation perspective. Robust global demand for Apple products and services, paired with new innovations are expected to further bolster the company’s fundamental growth prospects. This would accordingly bring additional improvements to Apple’s balance sheet, and further strengthen its position against downward valuation pressures from broader macro headwinds. In fact, increasing demand for quality growth stocks to counter risks resulting from the impending rate hikes might even fuel Apple’s valuation growth momentum. On these considerations, Apple remains one of the best-performing tech stocks to own given its robust uptrend to $3 trillion in the near-term despite impending rate hikes.</p><p><blockquote>根据上述分析,从基本面和估值角度来看,预计未来两年在目前接近于零的联邦基金利率基础上增加 175 至 200 个基点,预计不会对苹果的业绩造成重大不利影响。全球对苹果产品和服务的强劲需求,加上新的创新,预计将进一步提振公司的基本增长前景。因此,这将进一步改善苹果的资产负债表,并进一步加强其抵御更广泛宏观逆风带来的估值下行压力的地位。事实上,为应对即将加息带来的风险,对优质成长型股票的需求不断增加,甚至可能推动苹果的估值增长势头。出于这些考虑,尽管即将加息,但苹果仍然是表现最好的科技股之一,因为其近期仍呈现强劲上升趋势,达到 3 万亿美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: The Strongest Shield Against Rate Hikes<blockquote>苹果股票:抵御加息的最强盾牌</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: The Strongest Shield Against Rate Hikes<blockquote>苹果股票:抵御加息的最强盾牌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-20 10:37</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>With inflation running its hottest course in 40 years, the Federal Reserve has decided to accelerate the stimulus tapering schedule and prepare for raising interest rates as early as March.</li> <li>While rate hikes have historically deterred investors from growth stocks due to concerns over eroding valuation prospects, the Apple stock has remained largely resilient.</li> <li>Apple is expected to realize additional upsides ahead, sustained by robust demand for its existing offerings and new opportunities arising from nascent technologies like AR/VR and autonomous vehicles.</li> <li>Its strong net cash position also provides sufficient dry powder to fund additional growth in coming years without incurring additional costs of capital amidst rising interest rates.</li> <li>As such, Apple's bullish thesis remains intact as it approaches a $3 trillion valuation, despite broader market valuation risks ahead.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdf73ac36a98ce54b343c7e6b613f4d9\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>guvendemir/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>随着通胀处于40年来最热的阶段,美联储决定加快刺激缩减时间表,并准备最早在3月份加息。</li><li>尽管由于担心估值前景恶化,加息历来会阻止投资者购买成长型股票,但苹果股票在很大程度上仍然具有弹性。</li><li>在对其现有产品的强劲需求以及 AR/VR 和自动驾驶汽车等新兴技术带来的新机遇的支持下,苹果预计将在未来实现额外的上涨空间。</li><li>其强劲的净现金状况也提供了足够的干粉来为未来几年的额外增长提供资金,而不会在利率上升的情况下产生额外的资本成本。</li><li>因此,尽管未来存在更广泛的市场估值风险,但苹果的看涨论点在其估值接近 3 万亿美元时仍然完好无损。</li></ul><p class=\"t-img-caption\"><span>guvendemir/iStock 未通过 Getty Images 发布</span></p></blockquote></p><p> As one of the world’s best performing stocks, Apple(NASDAQ:AAPL) has gained close to 40% this year. The stock, which last peaked at $182.13 not too long ago, is currently less than 7% from being the first U.S. publicly listed company to reach a $3 trillion market value and single-handedly accounts for about 15% of the tech-heavy Nasdaq 100’s performance. Apple’s market value has grown by more than 220x since the late 1990s, buoyed by the company’s continuous ability to capture robust demand for its innovative portfolio of products and services.</p><p><blockquote>作为全球表现最好的股票之一,苹果(纳斯达克股票代码:AAPL)今年上涨了近 40%。该股不久前曾触及 182.13 美元的最高点,目前距离成为第一家市值达到 3 万亿美元的美国上市公司还不到 7%,单枪匹马就占据了以科技股为主的纳斯达克 100 指数业绩的约 15%。自 20 世纪 90 年代末以来,苹果的市值增长了 220 多倍,这得益于该公司持续能够抓住对其创新产品和服务组合的强劲需求。</blockquote></p><p> And Apple’s strong fundamentals are expected to help the stock defy adverse impacts from the imminent rate hikes beginning next year. With inflation running at its hottest in almost four decades, the Federal Reserve decided Wednesday that it will increase the pace at which it is dialing back on the $120 billion monthly bond repurchasing program from $15 billion per month, which began in November, to $30 billion per month. This would effectively conclude the stimulus program, put in place at the onset of the pandemic, coming March, rather than in July as initially planned. Rate hikes are expected to begin soon after to counter rising price pressures, with Federal Reserve Chair Jerome Powell affirming that the process will only begin after tapering ends and at a gradual pace. The latest dot plot indicates potential for the Federal Fund Rate to lift-off from near-zero beginning early 2022 with three quarter-point increases, plus another three in 2023 and two more in 2024. If materialized, the process would up the funds rate to 2.1% by 2024.</p><p><blockquote>苹果强劲的基本面有望帮助该股抵御明年开始即将加息带来的不利影响。随着通胀达到近四十年来的最高点,美联储周三决定加快每月 1200 亿美元债券回购计划的步伐,从 11 月开始的每月 150 亿美元降至每月 300 亿美元。这将有效地结束疫情爆发时实施的刺激计划,即明年3月,而不是最初计划的7月。加息预计将很快开始,以应对不断上升的价格压力,美联储主席杰罗姆·鲍威尔确认,这一过程只有在缩减规模结束后才会开始,并且步伐渐进。最新的点阵图表明,联邦基金利率有可能从 2022 年初的接近于零的水平上升,并上调三个四分之一点,2023 年再上调三个四分之一点,2024 年再上调两个。如果实现,到 2024 年,这一过程将把基金利率提高到 2.1%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ef3ca2d04c1b55a465e12bfae79890e\" tg-width=\"640\" tg-height=\"315\" width=\"100%\" height=\"auto\"><span>Source: Bloomberg</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:彭博社</span></p></blockquote></p><p> While rate hikes typically cause investors to turn risk averse due to concerns over faster erosion of value on future gains and stalled business growth due to rising costs of capital, especially for high-growth stocks, Apple gained close to 3% upon release of the Fed’s update on policy tightening. The stock closed at $179.30 on December 15th, nearing its peak of $182 on Monday. Apple’s rally, along with similar uptrends observed across other mega-cap tech stocks, accordingly drove intra-day gains of 2.4% for the Nasdaq 100 following the Federal Reserve’s update, indicating investors’ preference to park their money in companies with robust growth prospects to counter risks from the impending rate increases.</p><p><blockquote>虽然加息通常会导致投资者规避风险,因为他们担心未来收益的价值会更快地受到侵蚀,而且由于资本成本上升(尤其是高增长股票)导致业务增长停滞,但在美联储发布紧缩政策的最新消息后,苹果股市上涨了近3%。该股12月15日收于179.30美元,接近周一182美元的峰值。在美联储发布最新消息后,苹果的反弹以及其他大型科技股的类似上升趋势相应地推动了纳斯达克 100 指数盘中上涨 2.4%,这表明投资者更倾向于将资金投入增长前景强劲的公司,以应对即将加息带来的风险。</blockquote></p><p> With the coming holiday season a boon for Apple’s December-quarter sales, the stock’s valuation is expected to enter in the $3 trillion territory sooner than expected. Continued robust demand observed across Apple’s entire product line, generous share buy-backs, and additional revenue contributions expected within the foreseeable future resulting from new, cutting-edge products will also be key catalysts to support the company’s persistently strong fundamentals and keep the stock’s valuation above $3 trillion despite the impending rate hikes. Considering recent developments to the broader market and Apple’s growth prospects, we are raising our 12-month price target for the stock to $209.43.</p><p><blockquote>随着即将到来的假日季对苹果 12 月季度的销售额有利,该股估值预计将比预期更早进入 3 万亿美元大关。苹果整个产品线的持续强劲需求、慷慨的股票回购,以及预计在可预见的未来,新的尖端产品将带来额外的收入贡献,也将成为支撑公司持续强劲基本面的关键催化剂,并在即将加息的情况下将使股票估值保持在 3 万亿美元以上。考虑到大盘的近期发展和苹果的增长前景,我们将该股的 12 个月目标价上调至 209.43 美元。</blockquote></p><p> <b>FY 2021 Overview and Recap of Fundamental Prospects</b></p><p><blockquote><b>2021财年概述及基本前景回顾</b></blockquote></p><p></p><p> Fiscal 2021 was a big year for Apple. The company’s revenues for the year grew 33% from fiscal 2020 to $366 billion, despite on-and-off store closures resulting from recurring coronavirus outbreaks and supply chain constraints that have led to more than $9 billion in lost sales. Every product and service segment achieved record-setting revenues with more than 20% growth from previous year results. Much of the year’s success were attributable to a series of new product launches and feature upgrades. The most notable of which included the 5G-enabled family of iPhone 12s and iPhone 13s, as well as the M1-powered MacBook Pro and iPad Pro.</p><p><blockquote>2021财年对苹果来说是重要的一年。尽管冠状病毒反复爆发和供应链限制导致门店断断续续关闭,导致销售额损失超过 90 亿美元,但该公司全年的收入比 2020 财年增长了 33%,达到 3660 亿美元。每个产品和服务部门都实现了创纪录的收入,比上一年的业绩增长了20%以上。今年的成功很大程度上归功于一系列新产品的发布和功能的升级。其中最引人注目的包括支持5G的iPhone 12s和iPhone 13s系列,以及支持M1的MacBook Pro和iPad Pro。</blockquote></p><p> <b>Key Developments in Products</b></p><p><blockquote><b>产品的主要发展</b></blockquote></p><p> iPhone sales grew by 39% this year, the most amongst other segments, and drove more than half of Apple’s fiscal 2021 revenues. The results were a stark contrast to last year’s slump in demand for the mobile device when consumers braced for pandemic-driven economic uncertainties. iPhone sales are expected to remain robust in coming years as global 5G device upgrades continue to gather pace. The likely launch of a more affordable 5G-enabled iPhone SE in 2022 is also expected to further Apple’s market share gains by attracting switchers from “more than a billion non-premium Android users”, and drive the active installed base to another all-time high. The anticipated momentum is further corroborated by iPhone sales patterns observed in recent quarters following the launch of 5G-enabled iPhone 12s and iPhone 13s, where the number of upgraders and switchers grew by strong double digits. Apple’s strong ties with cell-phone carriers is also expected to drive meaningful iPhone sales contributions in coming years. Reputable wireless carriers in the U.S. like Verizon and AT&T have already been keen on promoting the sale of 5G-enabled devices like the iPhone 12 and iPhone 13 to encourage migration to the 5G network that they have spent billions of dollars on building across the nation. Telecom companies around the world are expected to spend more than $700 billion over the next five years on building-out the 5G network, underscoring significant additional growth opportunities ahead for the iPhone segment as carriers push for the strongest multiyear upgrade cycle in a decade to recoup their investments.</p><p><blockquote>iPhone 今年的销量增长了 39%,是其他细分市场中增长最快的,并贡献了苹果 2021 财年一半以上的收入。这一结果与去年移动设备需求的下滑形成了鲜明对比,当时消费者正在为大流行病带来的经济不确定性做好准备。随着全球5G设备升级步伐不断加快,iPhone销售预计将在未来几年保持强劲。2022 年可能会推出更实惠的支持 5G 的 iPhone SE,这也将吸引 “超过 10 亿非高端安卓用户 ”的转换用户,从而进一步扩大苹果的市场份额,并将活跃安装基数推向历史新高。在支持 5G 的 iPhone 12s 和 iPhone 13s 推出后,最近几个季度观察到的 iPhone 销售模式进一步证实了预期的势头,升级和切换用户的数量强劲增长了两位数。苹果与手机运营商的紧密联系预计也将在未来几年推动 iPhone 的销售贡献。威瑞森和美国电话电报公司等美国知名无线运营商已经热衷于促进iPhone 12和iPhone 13等支持5G的设备的销售,以鼓励向他们花费数十亿美元在全国范围内建设的5G网络迁移。预计全球电信公司将在未来五年内花费超过7000亿美元建设5G网络,这凸显了随着运营商推动十年来最强劲的多年升级周期以收回投资,iPhone领域未来的巨大增长机会。</blockquote></p><p> Mac and iPad sales also grew significantly in fiscal 2021, reaching record revenues of $35.2 billion and $31.9 billion, respectively. Following the introduction of the all-new M1-powered iMac earlier this year, Apple also unveiled the reimagined M1-Pro / M1-Max powered MacBook Pro in October. The custom M1 processors made the newest MacBook “better than any Intel-based device for nearly every productivity use case outside of gaming”. This accordingly drove incredible demand for the portable workstation from a diverse group of consumers, ranging from professional creators and photographers to corporate users and students. The company is estimated to have shipped over 3.2 million units of Mac products during the September quarter, which drove record-setting revenues for the segment, while boosting its rank in global PC sales to fourth place amongst other vendors. The introduction of M1-processors in Apple’s computing products also bolstered its position in capitalizing on the surge in global demand for PCs and multi-purpose tablets by allowing the company to build devices with innovative features that can be seamlessly integrated across its ecosystem of peripheral accessories and services to draw adjacent revenues. With accelerated adoption of hybrid work and study arrangements in the post-pandemic era, global demand for portable workstations like PCs and multi-purpose tablets are expected to remain elevated in coming years – the sectors are expected to grow into a $224.3 billion and$600 billion market, respectively, by 2025, which makes favorable trends for Apple’s Mac and iPad segments.</p><p><blockquote>Mac 和 iPad 销量在 2021 财年也大幅增长,收入分别达到创纪录的 352 亿美元和 319 亿美元。继今年早些时候推出全新M1驱动的iMac后,苹果还在10月份推出了重新设计的M1-Pro/M1-Max驱动的MacBook Pro。定制的 M1 处理器使最新的 MacBook “在游戏以外的几乎所有生产力用例上都优于任何基于英特尔的设备”。这相应地推动了不同消费者群体对便携式工作站的巨大需求,从专业创作者和摄影师到企业用户和学生。据估计,该公司在 9 月份季度的 Mac 产品出货量超过 320 万台,推动了该部门创纪录的收入,同时将其在全球 PC 销量中的排名提升至其他供应商的第四位。在苹果的计算产品中引入 M1 处理器也巩固了其在利用全球对 PC 和多功能平板电脑需求激增的优势方面的地位,使该公司能够制造具有创新功能的设备,这些设备可以在其外围配件和服务生态系统中无缝集成,从而吸引相关收入。随着后大流行病时代混合工作和学习安排的加速采用,预计未来几年全球对个人电脑和多功能平板电脑等便携式工作站的需求将保持高位--到 2025 年,这两个行业的市场预计将分别增长到 2,243 亿美元和 6,000 亿美元,这将为苹果的 Mac 和 iPad 细分市场带来有利趋势。</blockquote></p><p> Recent speculations on Apple’s intentions to strengthen its in-house chip development capacity will likely further the advancement of its technologies offered in coming years and draw additional demand to its products. The company is currently looking for engineers to build-out its capacity in the development of “wireless radios, radio-frequency integrated circuits, and a wireless system-on-chip (“SoC”)”, as well as “semiconductors for connecting Bluetooth and Wi-Fi”. These developments are expected to further enhance seamless integration across Apple’s devices and increase stickiness to its ecosystem of product and service offerings, making its chip unit one of the company’s “most prized assets”.</p><p><blockquote>最近有猜测称,苹果有意加强其内部芯片开发能力,这可能会在未来几年进一步推动其技术的进步,并吸引对其产品的更多需求。该公司目前正在寻找工程师,以增强其在 “无线收音机、射频集成电路和无线片上系统(“SoC”)”以及 “用于连接蓝牙和 Wi-Fi 的半导体”方面的开发能力。这些发展有望进一步增强苹果设备之间的无缝集成,并增加其产品和服务生态系统的粘性,使其芯片部门成为公司 “最宝贵的资产 ”之一。</blockquote></p><p> <b>Key Developments in Services</b></p><p><blockquote><b>服务的主要发展</b></blockquote></p><p></p><p> On the services front, a strong subscriber base had enabled the segment to hit record-setting revenues of more than $68.4 billion in fiscal 2021, up 27% from the prior year. To date, Apple has garnered more than 745 million paid subscribers across its high-margin service offerings, representing a five-fold increase over the last five years. Apple’s increasing push for a subscription-based business model across its wide variety of service platforms, ranging from Apple Music to iCloud storage solutions, paired with attractive new offerings that address key consumer trends in recent years have been a key driver to the company’s fast-expanding margins. New exciting add-on features introduced for existing service platforms include Spatial Audio and Lossless Audiofor Apple Music and the Apple Music Voice Plan. The new subscription-based offerings are expected to further Apple’s reach to adjacent opportunities stemming from increasing global usage of smartphones, laptops and other advanced home electronic products – for instance, the global music streaming market is expected to expand at a CAGR of 16% towards a projected value of $61 billion over the next five years, underscoring significant growth headroom for Apple Music. And Apple’s latest introduction of the Apple One bundle is expected to be a key contributor to furthering service segment sales in coming years by attracting new users to pay for subscription services that they otherwise would not have had it not been for the bundle discounts.</p><p><blockquote>在服务方面,强大的用户群使该部门在 2021 财年的收入创下了超过 684 亿美元的纪录,比上一年增长了 27%。迄今为止,苹果通过其高利润服务产品获得了超过 7.45 亿付费用户,比过去五年增长了五倍。苹果在其从苹果音乐到 iCloud 存储解决方案等各种服务平台上不断推行基于订阅的商业模式,再加上近年来针对主要消费趋势的有吸引力的新产品,一直是该公司利润率快速增长的关键驱动力。为现有服务平台引入的令人兴奋的新附加功能包括苹果音乐的空间音频和无损音频以及苹果音乐语音计划。新的基于订阅的产品有望进一步扩大苹果对智能手机、笔记本电脑和其他先进家用电子产品全球使用量不断增加所带来的邻近机遇的影响力--例如,全球音乐流媒体市场预计将在未来五年内以 16% 的复合年增长率扩大,预计价值将达到 610 亿美元,这凸显了苹果音乐的巨大增长空间。苹果最新推出的苹果 One 捆绑包预计将在未来几年吸引新用户为订阅服务付费,而如果不是捆绑包折扣,他们是不会购买这些服务的。</blockquote></p><p> Continued growth in market demand for mobile applications will also be a boon to Apple’s fast-growing services segment. The global market for mobile applications is expected to grow at a CAGR of 18.4% and reach a market value of more than $400 billion over the next five years. With AAPL hosting one of the largest and most used app stores in the world, it would be reasonable to assume that related revenues would grow at a similar pace. Despite mounting global regulatory scrutiny over Apple’s alleged antitrust violations with its App Store – the most notable of which stemming from an ongoing legal battle with Epic Games– the company’s continued focus on ensuring user privacy, security, and ease of transactions might have saved the day. According to a survey of 4,000 Apple product users performed by Morgan Stanley across the U.S. and China, most have indicated loyalty to Apple’s App store due to the “value of security, privacy and ease of transactions” provided, despite developers pushing for rights to transact outside of Apple’s ecosystem. Apple’s recent success in delaying App Store changes ordered by U.S. District Judge Yvonne Gonzalez Rogers in September as part of a year-long lawsuit brought against by Epic Games is another sign of the App Store’s continued strength. The company has argued that the court-mandated order to allow App Store users to “buy directly from developers on the web” would be a threat to the security of their privacy.</p><p><blockquote>移动应用市场需求的持续增长也将有利于苹果快速增长的服务部门。全球移动应用市场预计将以18.4%的CAGR增长,未来五年市值将超过4000亿美元。由于 AAPL 拥有世界上最大、使用最广泛的应用商店之一,因此可以合理地假设相关收入将以类似的速度增长。尽管全球监管机构对苹果的 App Store 涉嫌违反反垄断规定的审查越来越多--其中最引人注目的是与 Epic Games 正在进行的法律诉讼--但该公司继续专注于确保用户隐私、安全和交易便利性可能已经挽救了局面。根据摩根士丹利在美国和中国大陆对 4000 名苹果产品用户进行的调查,大多数人对苹果的应用商店表示忠诚,因为该商店提供了 “安全、隐私和易于交易的价值”,尽管开发者正在推动在苹果生态系统之外进行交易。苹果最近成功推迟了美国地区法官伊冯娜-冈萨雷斯-罗杰斯(Yvonne Gonzalez Rogers)9 月份下令对 App Store 进行的更改,这是 Epic Games 对其提起长达一年的诉讼的一部分,这也是 App Store 持续强大的又一迹象。该公司辩称,法院下令允许 App Store 用户 “直接从网络上的开发者那里购买 ”,这将对他们的隐私安全构成威胁。</blockquote></p><p> Currently, developers are fighting for their rights to have app users transact outside of Apple’s ecosystem, which charges developers a hefty commission fee of up to 30% on all purchases. As Apple continues with its appeal of the ruling, the ultimate court decision on whether App Store changes would need to be implemented could take at least another year. But even with an unfavorable ruling, where Apple would have to allow developers to redirect users to payments outside of its ecosystem and/or lower its in-app purchase commission rate, App Store revenues are only expected to decrease by at most $4 billion per year which will not place a material impact on its valuation prospects. The actual quantified impact might even be less than what the market has forecasted, considering the value that App Store users have ascribed to the level of security and convenience that Apple has offered through the platform.</p><p><blockquote>目前,开发者正在争取让应用程序用户在苹果生态系统之外进行交易的权利,该生态系统向开发者收取高达 30% 的高额佣金。随着苹果继续对该裁决提出上诉,法院关于是否需要实施 App Store 变更的最终裁决可能至少还需要一年时间。但即使做出不利的裁决,苹果将不得不允许开发者将用户重定向到其生态系统之外的支付和/或降低其应用内购买佣金率,App Store的收入预计每年最多也只会减少40亿美元,这不会对其估值前景产生重大影响。考虑到 App Store 用户对苹果通过该平台提供的安全性和便利性水平的重视,实际量化影响甚至可能低于市场预测。</blockquote></p><p> <b>Key Catalysts Ahead</b></p><p><blockquote><b>未来的关键催化剂</b></blockquote></p><p></p><p> Apple is undoubtedly a key gateway to bringing emerging technologies to the mainstream due to its massive installed base of devices and related service platform users. And because of this, the highly anticipated launch of cutting-edge products like AR/VR headsets and autonomous vehicles in coming years will likely catapult the stock to new heights. The pioneer of disruptive consumer electronics and devices is expected to launch a VR headset and AR glasses by early 2023, a nascent technology that has been picking up steam in recent months with increasing talks of the metaverse. Similar to most VR headsets already available in the market, Apple’s will feature a 3D display to enable an immersive environment for a variety of activities from gaming to communicating. The differentiating factor will be the company’s plans to implement best-in-class graphics chips in the device to facilitate ultra-high-resolution displays. The impending VR headset will ultimately lay the foundation for its AR glasses, which Apple expects to be the “larger opportunity”.</p><p><blockquote>由于其庞大的设备安装基数和相关服务平台用户,苹果无疑是将新兴技术带入主流的关键门户。正因为如此,未来几年备受期待的AR/VR耳机和自动驾驶汽车等尖端产品的推出可能会将该股推向新的高度。这家颠覆性消费电子产品和设备的先驱预计将于 2023 年初推出 VR 耳机和 AR 眼镜,这项新兴技术近几个月来随着有关元宇宙的讨论越来越多,势头强劲。与市场上已有的大多数 VR 头显类似,苹果的 VR 头显将采用 3D 显示屏,为从游戏到交流等各种活动提供身临其境的环境。该公司计划在设备中采用一流的图形芯片,以实现超高分辨率显示屏。即将推出的 VR 头显最终将为其 AR 眼镜奠定基础,苹果预计这将是 “更大的机会”。</blockquote></p><p> Over the next five years, opportunities pertaining to the metaverse are expected to blossom into an $800 billion market. Related software and service sales are expected to drive more than 70% of the projected addressable market, while the remainder will likely be driven by hardware sales. This makes strong tailwinds for Apple, which does not only stand to capitalize on growing metaverse opportunities through the sale of its impending AR/VR headset, but also adjacent revenues pertaining to the usage of related apps, software and service platforms.</p><p><blockquote>未来五年,与元宇宙相关的机会预计将发展成为一个价值 8000 亿美元的市场。相关软件和服务销售预计将推动预计潜在市场的 70% 以上,而其余部分可能由硬件销售推动。这为苹果带来了强劲的推动力,该公司不仅可以通过销售即将推出的 AR/VR 耳机来利用不断增长的元宇宙机会,还可以利用与使用相关应用程序、软件和服务平台相关的相关收入。</blockquote></p><p> Speculations on Apple’s ongoing development of a self-driving electric car is also expected to materialize into meaningful upsides for the stock within the foreseeable future. The company is now planning to launch the new product category by 2025, at which time the global autonomous vehicle market is expected to reach a value of more than $200 billion. The eventual car will likely feature homages to its existing product portfolio, like an “iPad-like touch screen” infotainment system. And on the technology front, Apple is believed to have completed the development of a custom silicon for powering the vehicle’s autonomous driving capabilities. The newest chips will soon be implemented into its existing fleet of retrofitted SUVs for testing in California according to the state’s DMV, a sign that the impending launch is near.</p><p><blockquote>在可预见的未来,关于苹果正在开发自动驾驶电动汽车的猜测也有望为该股带来有意义的上涨空间。该公司目前计划在2025年前推出新产品类别,届时全球自动驾驶汽车市场价值预计将超过2000亿美元。最终推出的汽车很可能会向其现有的产品组合致敬,比如 “类似 iPad 的触摸屏 ”信息娱乐系统。在技术方面,据信苹果已经完成了为汽车自动驾驶功能提供动力的定制硅的开发。据加州车管所称,最新芯片将很快应用于其现有的改装 SUV 车队,以便在加州进行测试,这表明即将推出的芯片即将到来。</blockquote></p><p> While Apple’s current market value may already be reflective of “consistent material revenue contributions from new products and services over time”, additional upsides from the above-mentioned new product category launches are still missing. But this will likely change within the next 12 months as the impending launch of an Apple AR/VR device draws near. Near-term projections on early AR/VR device sales are expected to boost Apple’s valuation by at least $150 billion. And over time when metaverse trends continue to gain mainstream traction, Apple is expected to generate more than $200 billion in annual revenues from the AR/VR segment, which could add another 15% on top of its current market value.</p><p><blockquote>虽然苹果目前的市值可能已经反映了 “随着时间的推移,新产品和服务对收入的持续贡献”,但上述新产品类别的推出仍未带来额外的好处。但随着苹果AR/VR设备即将推出,这种情况可能会在未来12个月内发生变化。对早期 AR/VR 设备销售的近期预测预计将使苹果的估值至少提高 1500 亿美元。随着时间的推移,随着元宇宙趋势继续获得主流牵引力,苹果预计将从 AR/VR 领域产生超过 2000 亿美元的年收入,这可能会在其当前市值的基础上再增加 15%。</blockquote></p><p> <b>Valuation Prospects and Potential Impacts from the Impending Rate Increases</b></p><p><blockquote><b>即将加息的估值前景和潜在影响</b></blockquote></p><p> Adjusting our most recent forecast for Apple’s fiscal 2021 year-end results and December-quarter guidance, our base case projection estimates total net sales of $439.3 billion by the end of fiscal 2022, with further growth towards $668.5 billion by fiscal 2026. The growth assumptions applied across segment revenues in our forecast remains largely unchanged from our most recent analysis on the stock, with additional consideration for management’s near-term outlook on supply constraint impacts and the impending rate hikes. Specifically, lost revenues of $9 billion (i.e. approximately $3 billion during June-quarter and $6 billion during September-quarter) attributable to industry-wide chip shortages and pandemic-driven manufacturing delays during the second half of fiscal 2021 is expected to worsen into the first half of fiscal 2022. While there have been observed improvements to supply chain challenges, continuously robust demand for Apple products is what will drive a higher volume of lost sales in coming quarters. Nonetheless, Apple remains well-positioned for strong fundamentals ahead, which will help to alleviate some of investors’ concerns on valuation due to impending rate hikes.</p><p><blockquote>调整我们对苹果 2021 财年年终业绩和 12 月份季度指引的最新预测后,我们的基本案例预测预计到 2022 财年末,净销售总额将达到 4393 亿美元,到 2026 财年将进一步增长至 6685 亿美元。在我们的预测中,各部门收入的增长假设与我们最近对该股的分析基本保持不变,但还额外考虑了管理层对供应紧张影响和即将加息的近期展望。具体来说,2021 财年下半年全行业芯片短缺和大流行导致的制造延误造成的 90 亿美元收入损失(即 6 月份季度约 30 亿美元,9 月份季度约 60 亿美元)预计将恶化到 2022 财年上半年。虽然供应链挑战有所改善,但对苹果产品的持续强劲需求将推动未来几个季度销售额的增加。尽管如此,苹果未来的基本面依然强劲,这将有助于缓解投资者因即将加息而对估值的一些担忧。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b5aa95136cfca6f95b962ea36eadab74\" tg-width=\"640\" tg-height=\"257\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <i>i. Base Case Financial Projections:</i></p><p><blockquote><i>i. 基本情况财务预测:</i></blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6585b165abd25fab7d171dd944d05156\" tg-width=\"640\" tg-height=\"316\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal financial forecast (Apple_-_Forecasted_Financial_Information.pdf). Please refer here for further detail on material growth assumptions applied.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者,数据来自我们的内部财务预测(Apple_-_Forecasted_Financial_Information.pdf)。有关应用的重大增长假设的进一步详情,请参阅此处。</span></p></blockquote></p><p> Drawing on the above considerations, our 12-month price target for the Apple stock has been revised to $209.43. This represents upside potential of more than 22% based on the last traded price of $171.14 on December 17th.</p><p><blockquote>基于上述考虑,我们对苹果股票的 12 个月目标价已修正至 209.43 美元。根据 12 月 17 日最后交易价格 171.14 美元计算,这意味着超过 22% 的上涨潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e88e904b5b900fbcdf4541d856570e2d\" tg-width=\"640\" tg-height=\"230\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal valuation analysis.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者,数据来自我们的内部估值分析。</span></p></blockquote></p><p> The revised price target is derived using a discounted cash flow (“DCF”) analysis over a ten-year discrete period in conjunction with the financial projections updated for Apple’s recent developments as analyzed in earlier sections. Similar to our original valuation analysis, we have applied a WACC of 8% to discount Apple’s projected free cash flows. The discount function is reflective of the company’s risk profile, taking into consideration its current capital structure and strong balance sheet. Apple’s cost of capital for growth is not expected to change significantly as a result of the impending rate hikes, considering a large portion of its existing debt are fixed-rate notes. The company also boasts a consistently robust net cash position, in which management intends to deploy towards additional growth without having to incur incremental capital costs ahead of interest rate increases. This is expected to further cement investors’ confidence in the Apple stock, as they continue their “flight to quality” amidst fear of broader market pressure from rising interest rates.</p><p><blockquote>修订后的价格目标是使用十年离散期间的贴现现金流(“DCF”)分析,结合前面章节分析的苹果近期发展的最新财务预测得出的。与我们最初的估值分析类似,我们采用了 8% 的 WACC 来贴现苹果的预计自由现金流。考虑到公司目前的资本结构和稳健的资产负债表,贴现函数反映了公司的风险状况。考虑到苹果现有债务中有很大一部分是固定利率票据,预计其增长的资本成本不会因即将加息而发生重大变化。该公司还拥有持续强劲的净现金状况,管理层打算在利率上升之前部署额外增长,而不必承担额外的资本成本。预计这将进一步增强水泥投资者对苹果股票的信心,因为他们在担心利率上升会带来更广泛的市场压力的情况下,继续 “向优质方向飞奔”。</blockquote></p><p> The valuation analysis also assumes an exit multiple of 19.8x, which is consistent with current market expectations on Apple’s growth trajectory over the forecasted period. The applied exit multiple assumption could even improve further within the next 12 months, considering the impending launch of new product segments like AR/VR devices and autonomous vehicles, and offset any potential impacts from the upcoming increases to interest rates.</p><p><blockquote>估值分析还假设退出倍数为 19.8 倍,这与当前市场对苹果在预测期内增长轨迹的预期一致。考虑到AR/VR设备和自动驾驶汽车等新产品细分市场即将推出,所应用的退出倍数假设甚至可能在未来12个月内进一步改善,并抵消即将到来的加息带来的任何潜在影响。</blockquote></p><p> <i>i. Base Case Valuation Analysis:</i></p><p><blockquote><i>一、基本案例估值分析:</i></blockquote></p><p> <img src=\"https://static.tigerbbs.com/81f992ef8b2b59ea879f69a7b1e7ad52\" tg-width=\"640\" tg-height=\"300\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <i>ii. Sensitivity Analysis:</i></p><p><blockquote><i>ii.敏感性分析:</i></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da8b21dae04fd263929ab26bd8d83907\" tg-width=\"640\" tg-height=\"337\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal valuation analysis.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者,数据来自我们的内部估值分析。</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Based on the foregoing analysis, the anticipated addition of 175 to 200 basis points to the current near-zero Federal Fund Rate over the next two years is not expected to cause material adverse impacts to Apple’s performance from both a fundamental and valuation perspective. Robust global demand for Apple products and services, paired with new innovations are expected to further bolster the company’s fundamental growth prospects. This would accordingly bring additional improvements to Apple’s balance sheet, and further strengthen its position against downward valuation pressures from broader macro headwinds. In fact, increasing demand for quality growth stocks to counter risks resulting from the impending rate hikes might even fuel Apple’s valuation growth momentum. On these considerations, Apple remains one of the best-performing tech stocks to own given its robust uptrend to $3 trillion in the near-term despite impending rate hikes.</p><p><blockquote>根据上述分析,从基本面和估值角度来看,预计未来两年在目前接近于零的联邦基金利率基础上增加 175 至 200 个基点,预计不会对苹果的业绩造成重大不利影响。全球对苹果产品和服务的强劲需求,加上新的创新,预计将进一步提振公司的基本增长前景。因此,这将进一步改善苹果的资产负债表,并进一步加强其抵御更广泛宏观逆风带来的估值下行压力的地位。事实上,为应对即将加息带来的风险,对优质成长型股票的需求不断增加,甚至可能推动苹果的估值增长势头。出于这些考虑,尽管即将加息,但苹果仍然是表现最好的科技股之一,因为其近期仍呈现强劲上升趋势,达到 3 万亿美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4475887-apple-stock-aapl-strongest-shield-against-rate-hikes\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4475887-apple-stock-aapl-strongest-shield-against-rate-hikes","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183475424","content_text":"Summary\n\nWith inflation running its hottest course in 40 years, the Federal Reserve has decided to accelerate the stimulus tapering schedule and prepare for raising interest rates as early as March.\nWhile rate hikes have historically deterred investors from growth stocks due to concerns over eroding valuation prospects, the Apple stock has remained largely resilient.\nApple is expected to realize additional upsides ahead, sustained by robust demand for its existing offerings and new opportunities arising from nascent technologies like AR/VR and autonomous vehicles.\nIts strong net cash position also provides sufficient dry powder to fund additional growth in coming years without incurring additional costs of capital amidst rising interest rates.\nAs such, Apple's bullish thesis remains intact as it approaches a $3 trillion valuation, despite broader market valuation risks ahead.\n\nguvendemir/iStock Unreleased via Getty Images\nAs one of the world’s best performing stocks, Apple(NASDAQ:AAPL) has gained close to 40% this year. The stock, which last peaked at $182.13 not too long ago, is currently less than 7% from being the first U.S. publicly listed company to reach a $3 trillion market value and single-handedly accounts for about 15% of the tech-heavy Nasdaq 100’s performance. Apple’s market value has grown by more than 220x since the late 1990s, buoyed by the company’s continuous ability to capture robust demand for its innovative portfolio of products and services.\nAnd Apple’s strong fundamentals are expected to help the stock defy adverse impacts from the imminent rate hikes beginning next year. With inflation running at its hottest in almost four decades, the Federal Reserve decided Wednesday that it will increase the pace at which it is dialing back on the $120 billion monthly bond repurchasing program from $15 billion per month, which began in November, to $30 billion per month. This would effectively conclude the stimulus program, put in place at the onset of the pandemic, coming March, rather than in July as initially planned. Rate hikes are expected to begin soon after to counter rising price pressures, with Federal Reserve Chair Jerome Powell affirming that the process will only begin after tapering ends and at a gradual pace. The latest dot plot indicates potential for the Federal Fund Rate to lift-off from near-zero beginning early 2022 with three quarter-point increases, plus another three in 2023 and two more in 2024. If materialized, the process would up the funds rate to 2.1% by 2024.\nSource: Bloomberg\nWhile rate hikes typically cause investors to turn risk averse due to concerns over faster erosion of value on future gains and stalled business growth due to rising costs of capital, especially for high-growth stocks, Apple gained close to 3% upon release of the Fed’s update on policy tightening. The stock closed at $179.30 on December 15th, nearing its peak of $182 on Monday. Apple’s rally, along with similar uptrends observed across other mega-cap tech stocks, accordingly drove intra-day gains of 2.4% for the Nasdaq 100 following the Federal Reserve’s update, indicating investors’ preference to park their money in companies with robust growth prospects to counter risks from the impending rate increases.\nWith the coming holiday season a boon for Apple’s December-quarter sales, the stock’s valuation is expected to enter in the $3 trillion territory sooner than expected. Continued robust demand observed across Apple’s entire product line, generous share buy-backs, and additional revenue contributions expected within the foreseeable future resulting from new, cutting-edge products will also be key catalysts to support the company’s persistently strong fundamentals and keep the stock’s valuation above $3 trillion despite the impending rate hikes. Considering recent developments to the broader market and Apple’s growth prospects, we are raising our 12-month price target for the stock to $209.43.\nFY 2021 Overview and Recap of Fundamental Prospects\nFiscal 2021 was a big year for Apple. The company’s revenues for the year grew 33% from fiscal 2020 to $366 billion, despite on-and-off store closures resulting from recurring coronavirus outbreaks and supply chain constraints that have led to more than $9 billion in lost sales. Every product and service segment achieved record-setting revenues with more than 20% growth from previous year results. Much of the year’s success were attributable to a series of new product launches and feature upgrades. The most notable of which included the 5G-enabled family of iPhone 12s and iPhone 13s, as well as the M1-powered MacBook Pro and iPad Pro.\nKey Developments in Products\niPhone sales grew by 39% this year, the most amongst other segments, and drove more than half of Apple’s fiscal 2021 revenues. The results were a stark contrast to last year’s slump in demand for the mobile device when consumers braced for pandemic-driven economic uncertainties. iPhone sales are expected to remain robust in coming years as global 5G device upgrades continue to gather pace. The likely launch of a more affordable 5G-enabled iPhone SE in 2022 is also expected to further Apple’s market share gains by attracting switchers from “more than a billion non-premium Android users”, and drive the active installed base to another all-time high. The anticipated momentum is further corroborated by iPhone sales patterns observed in recent quarters following the launch of 5G-enabled iPhone 12s and iPhone 13s, where the number of upgraders and switchers grew by strong double digits. Apple’s strong ties with cell-phone carriers is also expected to drive meaningful iPhone sales contributions in coming years. Reputable wireless carriers in the U.S. like Verizon and AT&T have already been keen on promoting the sale of 5G-enabled devices like the iPhone 12 and iPhone 13 to encourage migration to the 5G network that they have spent billions of dollars on building across the nation. Telecom companies around the world are expected to spend more than $700 billion over the next five years on building-out the 5G network, underscoring significant additional growth opportunities ahead for the iPhone segment as carriers push for the strongest multiyear upgrade cycle in a decade to recoup their investments.\nMac and iPad sales also grew significantly in fiscal 2021, reaching record revenues of $35.2 billion and $31.9 billion, respectively. Following the introduction of the all-new M1-powered iMac earlier this year, Apple also unveiled the reimagined M1-Pro / M1-Max powered MacBook Pro in October. The custom M1 processors made the newest MacBook “better than any Intel-based device for nearly every productivity use case outside of gaming”. This accordingly drove incredible demand for the portable workstation from a diverse group of consumers, ranging from professional creators and photographers to corporate users and students. The company is estimated to have shipped over 3.2 million units of Mac products during the September quarter, which drove record-setting revenues for the segment, while boosting its rank in global PC sales to fourth place amongst other vendors. The introduction of M1-processors in Apple’s computing products also bolstered its position in capitalizing on the surge in global demand for PCs and multi-purpose tablets by allowing the company to build devices with innovative features that can be seamlessly integrated across its ecosystem of peripheral accessories and services to draw adjacent revenues. With accelerated adoption of hybrid work and study arrangements in the post-pandemic era, global demand for portable workstations like PCs and multi-purpose tablets are expected to remain elevated in coming years – the sectors are expected to grow into a $224.3 billion and$600 billion market, respectively, by 2025, which makes favorable trends for Apple’s Mac and iPad segments.\nRecent speculations on Apple’s intentions to strengthen its in-house chip development capacity will likely further the advancement of its technologies offered in coming years and draw additional demand to its products. The company is currently looking for engineers to build-out its capacity in the development of “wireless radios, radio-frequency integrated circuits, and a wireless system-on-chip (“SoC”)”, as well as “semiconductors for connecting Bluetooth and Wi-Fi”. These developments are expected to further enhance seamless integration across Apple’s devices and increase stickiness to its ecosystem of product and service offerings, making its chip unit one of the company’s “most prized assets”.\nKey Developments in Services\nOn the services front, a strong subscriber base had enabled the segment to hit record-setting revenues of more than $68.4 billion in fiscal 2021, up 27% from the prior year. To date, Apple has garnered more than 745 million paid subscribers across its high-margin service offerings, representing a five-fold increase over the last five years. Apple’s increasing push for a subscription-based business model across its wide variety of service platforms, ranging from Apple Music to iCloud storage solutions, paired with attractive new offerings that address key consumer trends in recent years have been a key driver to the company’s fast-expanding margins. New exciting add-on features introduced for existing service platforms include Spatial Audio and Lossless Audiofor Apple Music and the Apple Music Voice Plan. The new subscription-based offerings are expected to further Apple’s reach to adjacent opportunities stemming from increasing global usage of smartphones, laptops and other advanced home electronic products – for instance, the global music streaming market is expected to expand at a CAGR of 16% towards a projected value of $61 billion over the next five years, underscoring significant growth headroom for Apple Music. And Apple’s latest introduction of the Apple One bundle is expected to be a key contributor to furthering service segment sales in coming years by attracting new users to pay for subscription services that they otherwise would not have had it not been for the bundle discounts.\nContinued growth in market demand for mobile applications will also be a boon to Apple’s fast-growing services segment. The global market for mobile applications is expected to grow at a CAGR of 18.4% and reach a market value of more than $400 billion over the next five years. With AAPL hosting one of the largest and most used app stores in the world, it would be reasonable to assume that related revenues would grow at a similar pace. Despite mounting global regulatory scrutiny over Apple’s alleged antitrust violations with its App Store – the most notable of which stemming from an ongoing legal battle with Epic Games– the company’s continued focus on ensuring user privacy, security, and ease of transactions might have saved the day. According to a survey of 4,000 Apple product users performed by Morgan Stanley across the U.S. and China, most have indicated loyalty to Apple’s App store due to the “value of security, privacy and ease of transactions” provided, despite developers pushing for rights to transact outside of Apple’s ecosystem. Apple’s recent success in delaying App Store changes ordered by U.S. District Judge Yvonne Gonzalez Rogers in September as part of a year-long lawsuit brought against by Epic Games is another sign of the App Store’s continued strength. The company has argued that the court-mandated order to allow App Store users to “buy directly from developers on the web” would be a threat to the security of their privacy.\nCurrently, developers are fighting for their rights to have app users transact outside of Apple’s ecosystem, which charges developers a hefty commission fee of up to 30% on all purchases. As Apple continues with its appeal of the ruling, the ultimate court decision on whether App Store changes would need to be implemented could take at least another year. But even with an unfavorable ruling, where Apple would have to allow developers to redirect users to payments outside of its ecosystem and/or lower its in-app purchase commission rate, App Store revenues are only expected to decrease by at most $4 billion per year which will not place a material impact on its valuation prospects. The actual quantified impact might even be less than what the market has forecasted, considering the value that App Store users have ascribed to the level of security and convenience that Apple has offered through the platform.\nKey Catalysts Ahead\nApple is undoubtedly a key gateway to bringing emerging technologies to the mainstream due to its massive installed base of devices and related service platform users. And because of this, the highly anticipated launch of cutting-edge products like AR/VR headsets and autonomous vehicles in coming years will likely catapult the stock to new heights. The pioneer of disruptive consumer electronics and devices is expected to launch a VR headset and AR glasses by early 2023, a nascent technology that has been picking up steam in recent months with increasing talks of the metaverse. Similar to most VR headsets already available in the market, Apple’s will feature a 3D display to enable an immersive environment for a variety of activities from gaming to communicating. The differentiating factor will be the company’s plans to implement best-in-class graphics chips in the device to facilitate ultra-high-resolution displays. The impending VR headset will ultimately lay the foundation for its AR glasses, which Apple expects to be the “larger opportunity”.\nOver the next five years, opportunities pertaining to the metaverse are expected to blossom into an $800 billion market. Related software and service sales are expected to drive more than 70% of the projected addressable market, while the remainder will likely be driven by hardware sales. This makes strong tailwinds for Apple, which does not only stand to capitalize on growing metaverse opportunities through the sale of its impending AR/VR headset, but also adjacent revenues pertaining to the usage of related apps, software and service platforms.\nSpeculations on Apple’s ongoing development of a self-driving electric car is also expected to materialize into meaningful upsides for the stock within the foreseeable future. The company is now planning to launch the new product category by 2025, at which time the global autonomous vehicle market is expected to reach a value of more than $200 billion. The eventual car will likely feature homages to its existing product portfolio, like an “iPad-like touch screen” infotainment system. And on the technology front, Apple is believed to have completed the development of a custom silicon for powering the vehicle’s autonomous driving capabilities. The newest chips will soon be implemented into its existing fleet of retrofitted SUVs for testing in California according to the state’s DMV, a sign that the impending launch is near.\nWhile Apple’s current market value may already be reflective of “consistent material revenue contributions from new products and services over time”, additional upsides from the above-mentioned new product category launches are still missing. But this will likely change within the next 12 months as the impending launch of an Apple AR/VR device draws near. Near-term projections on early AR/VR device sales are expected to boost Apple’s valuation by at least $150 billion. And over time when metaverse trends continue to gain mainstream traction, Apple is expected to generate more than $200 billion in annual revenues from the AR/VR segment, which could add another 15% on top of its current market value.\nValuation Prospects and Potential Impacts from the Impending Rate Increases\nAdjusting our most recent forecast for Apple’s fiscal 2021 year-end results and December-quarter guidance, our base case projection estimates total net sales of $439.3 billion by the end of fiscal 2022, with further growth towards $668.5 billion by fiscal 2026. The growth assumptions applied across segment revenues in our forecast remains largely unchanged from our most recent analysis on the stock, with additional consideration for management’s near-term outlook on supply constraint impacts and the impending rate hikes. Specifically, lost revenues of $9 billion (i.e. approximately $3 billion during June-quarter and $6 billion during September-quarter) attributable to industry-wide chip shortages and pandemic-driven manufacturing delays during the second half of fiscal 2021 is expected to worsen into the first half of fiscal 2022. While there have been observed improvements to supply chain challenges, continuously robust demand for Apple products is what will drive a higher volume of lost sales in coming quarters. Nonetheless, Apple remains well-positioned for strong fundamentals ahead, which will help to alleviate some of investors’ concerns on valuation due to impending rate hikes.\n\ni. Base Case Financial Projections:\nSource: Author, with data from our internal financial forecast (Apple_-_Forecasted_Financial_Information.pdf). Please refer here for further detail on material growth assumptions applied.\nDrawing on the above considerations, our 12-month price target for the Apple stock has been revised to $209.43. This represents upside potential of more than 22% based on the last traded price of $171.14 on December 17th.\nSource: Author, with data from our internal valuation analysis.\nThe revised price target is derived using a discounted cash flow (“DCF”) analysis over a ten-year discrete period in conjunction with the financial projections updated for Apple’s recent developments as analyzed in earlier sections. Similar to our original valuation analysis, we have applied a WACC of 8% to discount Apple’s projected free cash flows. The discount function is reflective of the company’s risk profile, taking into consideration its current capital structure and strong balance sheet. Apple’s cost of capital for growth is not expected to change significantly as a result of the impending rate hikes, considering a large portion of its existing debt are fixed-rate notes. The company also boasts a consistently robust net cash position, in which management intends to deploy towards additional growth without having to incur incremental capital costs ahead of interest rate increases. This is expected to further cement investors’ confidence in the Apple stock, as they continue their “flight to quality” amidst fear of broader market pressure from rising interest rates.\nThe valuation analysis also assumes an exit multiple of 19.8x, which is consistent with current market expectations on Apple’s growth trajectory over the forecasted period. The applied exit multiple assumption could even improve further within the next 12 months, considering the impending launch of new product segments like AR/VR devices and autonomous vehicles, and offset any potential impacts from the upcoming increases to interest rates.\ni. Base Case Valuation Analysis:\n\nii. Sensitivity Analysis:\nSource: Author, with data from our internal valuation analysis.\nConclusion\nBased on the foregoing analysis, the anticipated addition of 175 to 200 basis points to the current near-zero Federal Fund Rate over the next two years is not expected to cause material adverse impacts to Apple’s performance from both a fundamental and valuation perspective. Robust global demand for Apple products and services, paired with new innovations are expected to further bolster the company’s fundamental growth prospects. This would accordingly bring additional improvements to Apple’s balance sheet, and further strengthen its position against downward valuation pressures from broader macro headwinds. In fact, increasing demand for quality growth stocks to counter risks resulting from the impending rate hikes might even fuel Apple’s valuation growth momentum. On these considerations, Apple remains one of the best-performing tech stocks to own given its robust uptrend to $3 trillion in the near-term despite impending rate hikes.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693008991,"gmtCreate":1639918323353,"gmtModify":1639918382773,"author":{"id":"3573806944936951","authorId":"3573806944936951","name":"Leongny","avatar":"https://static.tigerbbs.com/4bd616003d6a60238752edde650d3e2d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573806944936951","idStr":"3573806944936951"},"themes":[],"title":"","htmlText":"[Cool] ","listText":"[Cool] ","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693008991","repostId":"2192035909","repostType":4,"isVote":1,"tweetType":1,"viewCount":5127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699262958,"gmtCreate":1639814010458,"gmtModify":1639814011817,"author":{"id":"3573806944936951","authorId":"3573806944936951","name":"Leongny","avatar":"https://static.tigerbbs.com/4bd616003d6a60238752edde650d3e2d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573806944936951","idStr":"3573806944936951"},"themes":[],"title":"","htmlText":"[Sweats] ","listText":"[Sweats] ","text":"[Sweats]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699262958","repostId":"1116106959","repostType":4,"repost":{"id":"1116106959","kind":"news","pubTimestamp":1639785552,"share":"https://www.laohunote.com/m/news/1116106959?lang=zh_CN&edition=full","pubTime":"2021-12-18 07:59","market":"us","language":"en","title":"Wall Street ends down after mostly negative week<blockquote>华尔街在经历了大部分负面的一周后收盘下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1116106959","media":"Reuters","summary":" - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.All three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.Nvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&P 500 and Nasdaq.The S","content":"<p>(Reuters) - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.</p><p><blockquote>(路透社) - 华尔街周五收低,受到大型科技公司的拖累,投资者担心奥密克戎冠状病毒变种,并消化了美联储更快结束大流行时代刺激措施的决定。</blockquote></p><p> All three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.</p><p><blockquote>在美联储周三暗示到 2022 年底加息三个四分之一个百分点以应对通胀飙升后,美国三大股指本周全部下跌。</blockquote></p><p> Nvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&P 500 and Nasdaq.</p><p><blockquote>英伟达下跌 2.1%,Alphabet下跌 1.9%,均令标普500和纳斯达克承压。</blockquote></p><p> The S&P 500 growth index lost 0.7% and the value index declined 1.4%.</p><p><blockquote>标普500增长指数下跌0.7%,价值指数下跌1.4%。</blockquote></p><p> All of the 11 major S&P 500 sector indexes fell, with financials leading the way down with a 2.3% drop. Energy lost 2.2%.</p><p><blockquote>标普500 11个主要板块指数全部下跌,其中金融股领跌2.3%。能源损失2.2%。</blockquote></p><p> Adding to uncertainty, Pfizer said on Friday the pandemic could extend through next year. European countries geared up for further travel and social restrictions and a study warned that the rapidly spreading Omicron coronavirus variant was five times more likely to reinfect people than its predecessor, Delta.</p><p><blockquote>辉瑞公司周五表示,疫情可能会持续到明年,这增加了不确定性。欧洲国家为进一步的旅行和社会限制做好了准备,一项研究警告说,快速传播的奥密克戎冠状病毒变种再次感染人们的可能性是其前身德尔塔的五倍。</blockquote></p><p> Traders also pointed to year-end tax selling and the simultaneous expiration of stock options, stock index futures and index options contracts - known as triple witching - as potential causes for volatility.</p><p><blockquote>交易员还指出,年终税收抛售以及股票期权、股指期货和指数期权合约同时到期(被称为三重巫术)是波动的潜在原因。</blockquote></p><p> \"It's a big options expiration day,\" said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey. \"And now you draw on top of that some Omicron, and you've got volatility, and I think it creates a lot of uncertainty amongst investors. Where are you going to position for the end of the year?\"</p><p><blockquote>“这是一个重要的期权到期日,”新泽西州查塔姆 Themis Trading 的交易联席经理 Joe Saluzzi 表示。“现在你再加上一些奥密克戎,你就会出现波动,我认为这会给投资者带来很多不确定性。你打算在年底前把仓位放在哪里?”</blockquote></p><p> Heavyweight growth stocks including Nvidia and Microsoft have outperformed the broader market in 2021, while the Philadelphia SE Semiconductor index has surged about 35%. The benchmark S&P 500 index gained around 23% in the same period.</p><p><blockquote>2021年,英伟达和微软等权重成长股的表现优于大盘,而费城东南半导体指数则飙升约35%。同期,基准标普500指数上涨约 23%。</blockquote></p><p> In Friday's session, the Dow Jones Industrial Average fell 1.48% to end at 35,365.44 points, while the S&P 500 lost 1.03% to 4,620.64.</p><p><blockquote>在周五的交易中,道琼斯工业平均指数下跌1.48%,收于35,365.44点,而标普500指数下跌1.03%,至4,620.64点。</blockquote></p><p> The Nasdaq Composite dropped 0.07% to 15,169.68.</p><p><blockquote>纳斯达克综合指数下跌 0.07%,至 15,169.68 点。</blockquote></p><p> On a positive note, the small-cap Russell 2000 index rallied 1% after having fallen more than 10% from a record high in early November.</p><p><blockquote>从积极的方面来看,小盘股罗素 2000 指数在从 11 月初的历史高点下跌超过 10% 后反弹 1%。</blockquote></p><p> With options expiring, volume on U.S. exchanges jumped to 16.6 billion shares, far above the 11.9 billion average over the last 20 trading days.</p><p><blockquote>随着期权到期,美国交易所的成交量跃升至 166 亿股,远高于过去 20 个交易日 119 亿股的平均水平。</blockquote></p><p> For the week, the S&P 500 fell 1.9%, the Dow lost 1.7% and the Nasdaq declined 2.9%.</p><p><blockquote>本周,标普500指数下跌1.9%,道琼斯指数下跌1.7%,纳斯达克指数下跌2.9%。</blockquote></p><p> In Friday's session, Oracle tumbled 6.4% after the Wall Street Journal reported the enterprise software maker is in talks to buy electronic medical records company Cerner in a deal that could be valued at $30 billion. Shares of Cerner surged 12.9%.</p><p><blockquote>在周五的交易中,甲骨文暴跌 6.4%,此前《华尔街日报》报道了这家企业软件制造商正在洽谈收购电子病历公司 Cerner,交易价值可能为 300 亿美元。Cerner 股价飙升 12.9%。</blockquote></p><p> FedEx Corp rose almost 5% after the delivery firm reinstated its original fiscal 2022 forecast on Thursday, even as persistent labor woes chipped away profits.</p><p><blockquote>联邦快递公司 (FedEx Corp) 周四恢复了最初的 2022 财年预测,尽管持续的劳动力困境削弱了利润,但该公司股价上涨近 5%。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.16-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所下跌发行量与上涨发行量的比例为 1.50 比 1;在纳斯达克,1.16比1的比率有利于进步人士。</blockquote></p><p> The S&P 500 posted 22 new 52-week highs and seven new lows; the Nasdaq Composite recorded 28 new highs and 341 new lows.</p><p><blockquote>标普500创下 22 个 52 周新高和 7 个新低;纳斯达克综合指数创下28个新高和341个新低。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street ends down after mostly negative week<blockquote>华尔街在经历了大部分负面的一周后收盘下跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street ends down after mostly negative week<blockquote>华尔街在经历了大部分负面的一周后收盘下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-12-18 07:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.</p><p><blockquote>(路透社) - 华尔街周五收低,受到大型科技公司的拖累,投资者担心奥密克戎冠状病毒变种,并消化了美联储更快结束大流行时代刺激措施的决定。</blockquote></p><p> All three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.</p><p><blockquote>在美联储周三暗示到 2022 年底加息三个四分之一个百分点以应对通胀飙升后,美国三大股指本周全部下跌。</blockquote></p><p> Nvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&P 500 and Nasdaq.</p><p><blockquote>英伟达下跌 2.1%,Alphabet下跌 1.9%,均令标普500和纳斯达克承压。</blockquote></p><p> The S&P 500 growth index lost 0.7% and the value index declined 1.4%.</p><p><blockquote>标普500增长指数下跌0.7%,价值指数下跌1.4%。</blockquote></p><p> All of the 11 major S&P 500 sector indexes fell, with financials leading the way down with a 2.3% drop. Energy lost 2.2%.</p><p><blockquote>标普500 11个主要板块指数全部下跌,其中金融股领跌2.3%。能源损失2.2%。</blockquote></p><p> Adding to uncertainty, Pfizer said on Friday the pandemic could extend through next year. European countries geared up for further travel and social restrictions and a study warned that the rapidly spreading Omicron coronavirus variant was five times more likely to reinfect people than its predecessor, Delta.</p><p><blockquote>辉瑞公司周五表示,疫情可能会持续到明年,这增加了不确定性。欧洲国家为进一步的旅行和社会限制做好了准备,一项研究警告说,快速传播的奥密克戎冠状病毒变种再次感染人们的可能性是其前身德尔塔的五倍。</blockquote></p><p> Traders also pointed to year-end tax selling and the simultaneous expiration of stock options, stock index futures and index options contracts - known as triple witching - as potential causes for volatility.</p><p><blockquote>交易员还指出,年终税收抛售以及股票期权、股指期货和指数期权合约同时到期(被称为三重巫术)是波动的潜在原因。</blockquote></p><p> \"It's a big options expiration day,\" said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey. \"And now you draw on top of that some Omicron, and you've got volatility, and I think it creates a lot of uncertainty amongst investors. Where are you going to position for the end of the year?\"</p><p><blockquote>“这是一个重要的期权到期日,”新泽西州查塔姆 Themis Trading 的交易联席经理 Joe Saluzzi 表示。“现在你再加上一些奥密克戎,你就会出现波动,我认为这会给投资者带来很多不确定性。你打算在年底前把仓位放在哪里?”</blockquote></p><p> Heavyweight growth stocks including Nvidia and Microsoft have outperformed the broader market in 2021, while the Philadelphia SE Semiconductor index has surged about 35%. The benchmark S&P 500 index gained around 23% in the same period.</p><p><blockquote>2021年,英伟达和微软等权重成长股的表现优于大盘,而费城东南半导体指数则飙升约35%。同期,基准标普500指数上涨约 23%。</blockquote></p><p> In Friday's session, the Dow Jones Industrial Average fell 1.48% to end at 35,365.44 points, while the S&P 500 lost 1.03% to 4,620.64.</p><p><blockquote>在周五的交易中,道琼斯工业平均指数下跌1.48%,收于35,365.44点,而标普500指数下跌1.03%,至4,620.64点。</blockquote></p><p> The Nasdaq Composite dropped 0.07% to 15,169.68.</p><p><blockquote>纳斯达克综合指数下跌 0.07%,至 15,169.68 点。</blockquote></p><p> On a positive note, the small-cap Russell 2000 index rallied 1% after having fallen more than 10% from a record high in early November.</p><p><blockquote>从积极的方面来看,小盘股罗素 2000 指数在从 11 月初的历史高点下跌超过 10% 后反弹 1%。</blockquote></p><p> With options expiring, volume on U.S. exchanges jumped to 16.6 billion shares, far above the 11.9 billion average over the last 20 trading days.</p><p><blockquote>随着期权到期,美国交易所的成交量跃升至 166 亿股,远高于过去 20 个交易日 119 亿股的平均水平。</blockquote></p><p> For the week, the S&P 500 fell 1.9%, the Dow lost 1.7% and the Nasdaq declined 2.9%.</p><p><blockquote>本周,标普500指数下跌1.9%,道琼斯指数下跌1.7%,纳斯达克指数下跌2.9%。</blockquote></p><p> In Friday's session, Oracle tumbled 6.4% after the Wall Street Journal reported the enterprise software maker is in talks to buy electronic medical records company Cerner in a deal that could be valued at $30 billion. Shares of Cerner surged 12.9%.</p><p><blockquote>在周五的交易中,甲骨文暴跌 6.4%,此前《华尔街日报》报道了这家企业软件制造商正在洽谈收购电子病历公司 Cerner,交易价值可能为 300 亿美元。Cerner 股价飙升 12.9%。</blockquote></p><p> FedEx Corp rose almost 5% after the delivery firm reinstated its original fiscal 2022 forecast on Thursday, even as persistent labor woes chipped away profits.</p><p><blockquote>联邦快递公司 (FedEx Corp) 周四恢复了最初的 2022 财年预测,尽管持续的劳动力困境削弱了利润,但该公司股价上涨近 5%。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.16-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所下跌发行量与上涨发行量的比例为 1.50 比 1;在纳斯达克,1.16比1的比率有利于进步人士。</blockquote></p><p> The S&P 500 posted 22 new 52-week highs and seven new lows; the Nasdaq Composite recorded 28 new highs and 341 new lows.</p><p><blockquote>标普500创下 22 个 52 周新高和 7 个新低;纳斯达克综合指数创下28个新高和341个新低。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/us-stocks-wall-street-ends-212015460.html\">Reuters</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/us-stocks-wall-street-ends-212015460.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116106959","content_text":"(Reuters) - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.\nAll three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.\nNvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&P 500 and Nasdaq.\nThe S&P 500 growth index lost 0.7% and the value index declined 1.4%.\nAll of the 11 major S&P 500 sector indexes fell, with financials leading the way down with a 2.3% drop. Energy lost 2.2%.\nAdding to uncertainty, Pfizer said on Friday the pandemic could extend through next year. European countries geared up for further travel and social restrictions and a study warned that the rapidly spreading Omicron coronavirus variant was five times more likely to reinfect people than its predecessor, Delta.\nTraders also pointed to year-end tax selling and the simultaneous expiration of stock options, stock index futures and index options contracts - known as triple witching - as potential causes for volatility.\n\"It's a big options expiration day,\" said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey. \"And now you draw on top of that some Omicron, and you've got volatility, and I think it creates a lot of uncertainty amongst investors. Where are you going to position for the end of the year?\"\nHeavyweight growth stocks including Nvidia and Microsoft have outperformed the broader market in 2021, while the Philadelphia SE Semiconductor index has surged about 35%. The benchmark S&P 500 index gained around 23% in the same period.\nIn Friday's session, the Dow Jones Industrial Average fell 1.48% to end at 35,365.44 points, while the S&P 500 lost 1.03% to 4,620.64.\nThe Nasdaq Composite dropped 0.07% to 15,169.68.\nOn a positive note, the small-cap Russell 2000 index rallied 1% after having fallen more than 10% from a record high in early November.\nWith options expiring, volume on U.S. exchanges jumped to 16.6 billion shares, far above the 11.9 billion average over the last 20 trading days.\nFor the week, the S&P 500 fell 1.9%, the Dow lost 1.7% and the Nasdaq declined 2.9%.\nIn Friday's session, Oracle tumbled 6.4% after the Wall Street Journal reported the enterprise software maker is in talks to buy electronic medical records company Cerner in a deal that could be valued at $30 billion. Shares of Cerner surged 12.9%.\nFedEx Corp rose almost 5% after the delivery firm reinstated its original fiscal 2022 forecast on Thursday, even as persistent labor woes chipped away profits.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.16-to-1 ratio favored advancers.\nThe S&P 500 posted 22 new 52-week highs and seven new lows; the Nasdaq Composite recorded 28 new highs and 341 new lows.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699071676,"gmtCreate":1639729934480,"gmtModify":1639729961821,"author":{"id":"3573806944936951","authorId":"3573806944936951","name":"Leongny","avatar":"https://static.tigerbbs.com/4bd616003d6a60238752edde650d3e2d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573806944936951","idStr":"3573806944936951"},"themes":[],"title":"","htmlText":"[Miser] ","listText":"[Miser] ","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699071676","repostId":"1149671632","repostType":4,"isVote":1,"tweetType":1,"viewCount":3639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690096528,"gmtCreate":1639611931277,"gmtModify":1639611931634,"author":{"id":"3573806944936951","authorId":"3573806944936951","name":"Leongny","avatar":"https://static.tigerbbs.com/4bd616003d6a60238752edde650d3e2d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573806944936951","idStr":"3573806944936951"},"themes":[],"title":"","htmlText":"[Miser] ","listText":"[Miser] ","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690096528","repostId":"1118764756","repostType":4,"isVote":1,"tweetType":1,"viewCount":3717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607287999,"gmtCreate":1639547532729,"gmtModify":1639547533080,"author":{"id":"3573806944936951","authorId":"3573806944936951","name":"Leongny","avatar":"https://static.tigerbbs.com/4bd616003d6a60238752edde650d3e2d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573806944936951","idStr":"3573806944936951"},"themes":[],"title":"","htmlText":"[Miser] ","listText":"[Miser] ","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607287999","repostId":"1182364162","repostType":4,"isVote":1,"tweetType":1,"viewCount":3109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607933948,"gmtCreate":1639470918550,"gmtModify":1639470918877,"author":{"id":"3573806944936951","authorId":"3573806944936951","name":"Leongny","avatar":"https://static.tigerbbs.com/4bd616003d6a60238752edde650d3e2d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573806944936951","idStr":"3573806944936951"},"themes":[],"title":"","htmlText":"[Cry] ","listText":"[Cry] ","text":"[Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607933948","repostId":"1139239714","repostType":4,"isVote":1,"tweetType":1,"viewCount":3410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604132369,"gmtCreate":1639357988751,"gmtModify":1639357989132,"author":{"id":"3573806944936951","authorId":"3573806944936951","name":"Leongny","avatar":"https://static.tigerbbs.com/4bd616003d6a60238752edde650d3e2d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573806944936951","idStr":"3573806944936951"},"themes":[],"title":"","htmlText":"[What] ","listText":"[What] ","text":"[What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604132369","repostId":"1171271872","repostType":4,"repost":{"id":"1171271872","kind":"news","pubTimestamp":1639348466,"share":"https://www.laohunote.com/m/news/1171271872?lang=zh_CN&edition=full","pubTime":"2021-12-13 06:34","market":"us","language":"en","title":"Rivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、FedEx、Lenner、Campbell Soup 和本周值得关注的其他股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1171271872","media":"Barrons","summary":"The main event for investors this week will be the Federal Reserve’s rate-setting committee’s last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.The Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.Earnings reports this week are few, but will include Campbell Soup on Tuesday;Lennar,Accenture,FedEx,Rivian Automotive, and Adobe on Thursday; and","content":"<p>The main event for investors this week will be the Federal Reserve’s rate-setting committee’s last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.</p><p><blockquote>本周投资者的主要活动将是美联储利率制定委员会 2021 年的最后一次会议。官员们最近的评论更加鹰派,可能会宣布加速每月资产购买缩减规模的计划。</blockquote></p><p> The Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.</p><p><blockquote>联邦公开市场委员会为期两天的会议将于周二和周三举行。</blockquote></p><p> Earnings reports this week are few, but will include Campbell Soup on Tuesday;Lennar,Accenture,FedEx,Rivian Automotive, and Adobe on Thursday; and Darden Restaurants on Friday.</p><p><blockquote>本周的财报很少,但将包括周二的金宝汤;Lenner、埃森哲、联邦快递、Rivian Automotive 和 Adobe 周四;周五的达顿餐厅。</blockquote></p><p> Economic data coming out this week includes the Bureau of Labor Statistics’ producer price index for November on Tuesday. Economists expect a 0.55% month-over-month rise for the headline index and a 0.4% gain for the core PPI. Those would both roughly match October’s pace of producer inflation.</p><p><blockquote>本周公布的经济数据包括美国劳工统计局周二公布的 11 月份生产者价格指数。经济学家预计总体指数环比上涨0.55%,核心PPI上涨0.4%。这两者都将大致与 10 月份的生产者通胀率持平。</blockquote></p><p> Other data releases include the National Federation of Independent Businesses’ sentiment index on Tuesday, November retail-sales spending from the Census Bureau on Wednesday, and the November housing starts on Thursday.</p><p><blockquote>其他数据还包括周二公布的全国独立企业联合会(National Federation of Independent Businesses)的情绪指数、周三公布的人口普查局(Census Bureau)的 11 月份零售销售支出以及周四公布的 11 月份房屋开工数据。</blockquote></p><p> <b>Monday 12/13</b></p><p><blockquote><b>12/13星期一</b></blockquote></p><p> J.Jill and PHX Minerals host earnings conference calls.</p><p><blockquote>J.Jill 和 PHX Minerals 在评级举办盈利会议。</blockquote></p><p> <b>Tuesday 12/14</b></p><p><blockquote><b>星期二 12/14</b></blockquote></p><p> Campbell Soup, Barnes Group, and Avaya Holdings host investor days.</p><p><blockquote>Campbell Soup、Barnes Group 和 Avaya Holdings 举办投资者日。</blockquote></p><p> <b>The Bureau of Labor</b> Statistics releases the producer price index for November. Consensus estimate is for a 0.55% month-over-month rise, and for the core PPI, which excludes food and energy, to gain 0.4%. This compares with increases of 0.6% and 0.4%, respectively, in October.</p><p><blockquote><b>劳工局</b>统计局发布了11月份的生产者价格指数。普遍预计环比上涨 0.55%,不包括食品和能源的核心 PPI 将上涨 0.4%。相比之下,10 月份分别增长了 0.6% 和 0.4%。</blockquote></p><p> <b>The National Federation</b> of Independent Businesses reports its index, which surveys about 5,000 small-business owners across the country, for November. Expectations call for a reading of 98.3, compared with 98.2 in October.</p><p><blockquote><b>全国联合会</b>独立企业报告了11月份的指数,该指数调查了全国约5000名小企业主。看涨期权的预期读数为98.3,而10月份为98.2。</blockquote></p><p> <b>Wednesday 12/15</b></p><p><blockquote><b>12/15星期三</b></blockquote></p><p> <b>The Federal Open Market Committee</b> concludes its two-day meeting, when policy makers will discuss accelerating the timetable for tapering monthly securities purchases.</p><p><blockquote><b>联邦公开市场委员会</b>结束为期两天的会议,政策制定者将讨论加快逐步减少每月证券购买的时间表。</blockquote></p><p> <b>The BLS reports</b> export and import price data for November. Expectations are for a 0.5% month-over-month rise in export prices, while import prices are seen increasing 0.5%. This compares with gains of 1.5% and 1.2%, respectively, in October.</p><p><blockquote><b>BLS报告</b>11月份进出口价格数据。预计出口价格将环比上涨 0.5%,而进口价格将上涨 0.5%。相比之下,10 月份的涨幅分别为 1.5% 和 1.2%。</blockquote></p><p> <b>The National Association</b> of Home Builders releases its NAHB/Wells Fargo Housing Market Index for December. Consensus estimate is for an 84 reading, compared with an 83 reading in November. The index peaked at 90 late last year, and home builders remain bullish on the housing market.</p><p><blockquote><b>全国协会</b>住宅建筑商发布了12月份的NAHB/富国银行住房市场指数。普遍估计读数为84,而11月份的读数为83。该指数去年底达到90的峰值,房屋建筑商仍然看好房地产市场。</blockquote></p><p> <b>The Census Bureau</b> reports on retail-sales spending for November. Expectations are for a seasonally adjusted 0.7% month-over-month increase in retail sales, compared with a 1.7% rise in October. Excluding autos, spending is seen rising 0.8%, compared with 1.7% in the previous period.</p><p><blockquote><b>人口普查局</b>11 月份零售支出报告。经季节性调整后,预计零售额环比增长 0.7%,而 10 月份为 1.7%。不包括汽车,支出预计增长 0.8%,而上一时期为 1.7%。</blockquote></p><p> <b>Thursday 12/16</b></p><p><blockquote><b>星期四 12/16</b></blockquote></p><p> Heico,Lennar, Accenture, FedEx, Jabil, Adobe, Rivian Automotive, and Nordson are among companies hosting earnings conference calls.</p><p><blockquote>Heico、Lennar、埃森哲、联邦快递、捷普、Adobe、Rivian汽车和诺信等公司在评级举办了财报会议。</blockquote></p><p> <b>The Census Bureau</b>releases its New Residential Construction report for November. The seasonally adjusted annual rate of housing starts is expected to be 1.563 million units, compared with 1.52 million in October. A housing start is counted when excavation begins on a home. Permits issued for new-home construction are expected to be 1.655 million, compared with 1.653 million in October.</p><p><blockquote><b>人口普查局</b>发布11月份新的住宅建设报告。经季节性调整后的新屋开工率预计为156.3万套,而10月份为152万套。当房屋开始挖掘时,房屋开始计算。新房建设许可证预计为165.5万份,而10月份为165.3万份。</blockquote></p><p> <b>The Bank of England</b> announces its interest-rate decision and publishes the minutes of the meeting.</p><p><blockquote><b>英格兰银行</b>宣布利率决定并公布会议纪要。</blockquote></p><p> <b>The Federal Reserve</b> releases industrial production data for November. Economists are looking for a 0.6% rise, after a 1.6% increase in October. Capacity utilization is expected at 76.8, roughly in line with October’s 76.4%.</p><p><blockquote><b>美联储</b>公布11月份工业生产数据。继 10 月份上涨 1.6% 之后,经济学家预计上涨 0.6%。产能利用率预计为 76.8%,与 10 月份的 76.4% 大致持平。</blockquote></p><p> <b>Friday 12/17</b></p><p><blockquote><b>12/17星期五</b></blockquote></p><p> Steelcase,Darden Restaurants, and Quanex Building Products host earnings conference calls.</p><p><blockquote>Steelcase、Darden Restaurants 和 Quanex Building Products 在评级举办财报会议。</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>Rivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、FedEx、Lenner、Campbell Soup 和本周值得关注的其他股票</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\">\nRivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、FedEx、Lenner、Campbell Soup 和本周值得关注的其他股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-13 06:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The main event for investors this week will be the Federal Reserve’s rate-setting committee’s last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.</p><p><blockquote>本周投资者的主要活动将是美联储利率制定委员会 2021 年的最后一次会议。官员们最近的评论更加鹰派,可能会宣布加速每月资产购买缩减规模的计划。</blockquote></p><p> The Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.</p><p><blockquote>联邦公开市场委员会为期两天的会议将于周二和周三举行。</blockquote></p><p> Earnings reports this week are few, but will include Campbell Soup on Tuesday;Lennar,Accenture,FedEx,Rivian Automotive, and Adobe on Thursday; and Darden Restaurants on Friday.</p><p><blockquote>本周的财报很少,但将包括周二的金宝汤;Lenner、埃森哲、联邦快递、Rivian Automotive 和 Adobe 周四;周五的达顿餐厅。</blockquote></p><p> Economic data coming out this week includes the Bureau of Labor Statistics’ producer price index for November on Tuesday. Economists expect a 0.55% month-over-month rise for the headline index and a 0.4% gain for the core PPI. Those would both roughly match October’s pace of producer inflation.</p><p><blockquote>本周公布的经济数据包括美国劳工统计局周二公布的 11 月份生产者价格指数。经济学家预计总体指数环比上涨0.55%,核心PPI上涨0.4%。这两者都将大致与 10 月份的生产者通胀率持平。</blockquote></p><p> Other data releases include the National Federation of Independent Businesses’ sentiment index on Tuesday, November retail-sales spending from the Census Bureau on Wednesday, and the November housing starts on Thursday.</p><p><blockquote>其他数据还包括周二公布的全国独立企业联合会(National Federation of Independent Businesses)的情绪指数、周三公布的人口普查局(Census Bureau)的 11 月份零售销售支出以及周四公布的 11 月份房屋开工数据。</blockquote></p><p> <b>Monday 12/13</b></p><p><blockquote><b>12/13星期一</b></blockquote></p><p> J.Jill and PHX Minerals host earnings conference calls.</p><p><blockquote>J.Jill 和 PHX Minerals 在评级举办盈利会议。</blockquote></p><p> <b>Tuesday 12/14</b></p><p><blockquote><b>星期二 12/14</b></blockquote></p><p> Campbell Soup, Barnes Group, and Avaya Holdings host investor days.</p><p><blockquote>Campbell Soup、Barnes Group 和 Avaya Holdings 举办投资者日。</blockquote></p><p> <b>The Bureau of Labor</b> Statistics releases the producer price index for November. Consensus estimate is for a 0.55% month-over-month rise, and for the core PPI, which excludes food and energy, to gain 0.4%. This compares with increases of 0.6% and 0.4%, respectively, in October.</p><p><blockquote><b>劳工局</b>统计局发布了11月份的生产者价格指数。普遍预计环比上涨 0.55%,不包括食品和能源的核心 PPI 将上涨 0.4%。相比之下,10 月份分别增长了 0.6% 和 0.4%。</blockquote></p><p> <b>The National Federation</b> of Independent Businesses reports its index, which surveys about 5,000 small-business owners across the country, for November. Expectations call for a reading of 98.3, compared with 98.2 in October.</p><p><blockquote><b>全国联合会</b>独立企业报告了11月份的指数,该指数调查了全国约5000名小企业主。看涨期权的预期读数为98.3,而10月份为98.2。</blockquote></p><p> <b>Wednesday 12/15</b></p><p><blockquote><b>12/15星期三</b></blockquote></p><p> <b>The Federal Open Market Committee</b> concludes its two-day meeting, when policy makers will discuss accelerating the timetable for tapering monthly securities purchases.</p><p><blockquote><b>联邦公开市场委员会</b>结束为期两天的会议,政策制定者将讨论加快逐步减少每月证券购买的时间表。</blockquote></p><p> <b>The BLS reports</b> export and import price data for November. Expectations are for a 0.5% month-over-month rise in export prices, while import prices are seen increasing 0.5%. This compares with gains of 1.5% and 1.2%, respectively, in October.</p><p><blockquote><b>BLS报告</b>11月份进出口价格数据。预计出口价格将环比上涨 0.5%,而进口价格将上涨 0.5%。相比之下,10 月份的涨幅分别为 1.5% 和 1.2%。</blockquote></p><p> <b>The National Association</b> of Home Builders releases its NAHB/Wells Fargo Housing Market Index for December. Consensus estimate is for an 84 reading, compared with an 83 reading in November. The index peaked at 90 late last year, and home builders remain bullish on the housing market.</p><p><blockquote><b>全国协会</b>住宅建筑商发布了12月份的NAHB/富国银行住房市场指数。普遍估计读数为84,而11月份的读数为83。该指数去年底达到90的峰值,房屋建筑商仍然看好房地产市场。</blockquote></p><p> <b>The Census Bureau</b> reports on retail-sales spending for November. Expectations are for a seasonally adjusted 0.7% month-over-month increase in retail sales, compared with a 1.7% rise in October. Excluding autos, spending is seen rising 0.8%, compared with 1.7% in the previous period.</p><p><blockquote><b>人口普查局</b>11 月份零售支出报告。经季节性调整后,预计零售额环比增长 0.7%,而 10 月份为 1.7%。不包括汽车,支出预计增长 0.8%,而上一时期为 1.7%。</blockquote></p><p> <b>Thursday 12/16</b></p><p><blockquote><b>星期四 12/16</b></blockquote></p><p> Heico,Lennar, Accenture, FedEx, Jabil, Adobe, Rivian Automotive, and Nordson are among companies hosting earnings conference calls.</p><p><blockquote>Heico、Lennar、埃森哲、联邦快递、捷普、Adobe、Rivian汽车和诺信等公司在评级举办了财报会议。</blockquote></p><p> <b>The Census Bureau</b>releases its New Residential Construction report for November. The seasonally adjusted annual rate of housing starts is expected to be 1.563 million units, compared with 1.52 million in October. A housing start is counted when excavation begins on a home. Permits issued for new-home construction are expected to be 1.655 million, compared with 1.653 million in October.</p><p><blockquote><b>人口普查局</b>发布11月份新的住宅建设报告。经季节性调整后的新屋开工率预计为156.3万套,而10月份为152万套。当房屋开始挖掘时,房屋开始计算。新房建设许可证预计为165.5万份,而10月份为165.3万份。</blockquote></p><p> <b>The Bank of England</b> announces its interest-rate decision and publishes the minutes of the meeting.</p><p><blockquote><b>英格兰银行</b>宣布利率决定并公布会议纪要。</blockquote></p><p> <b>The Federal Reserve</b> releases industrial production data for November. Economists are looking for a 0.6% rise, after a 1.6% increase in October. Capacity utilization is expected at 76.8, roughly in line with October’s 76.4%.</p><p><blockquote><b>美联储</b>公布11月份工业生产数据。继 10 月份上涨 1.6% 之后,经济学家预计上涨 0.6%。产能利用率预计为 76.8%,与 10 月份的 76.4% 大致持平。</blockquote></p><p> <b>Friday 12/17</b></p><p><blockquote><b>12/17星期五</b></blockquote></p><p> Steelcase,Darden Restaurants, and Quanex Building Products host earnings conference calls.</p><p><blockquote>Steelcase、Darden Restaurants 和 Quanex Building Products 在评级举办财报会议。</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-fedex-rivian-lennar-campbell-adobe-51639330550?mod=hp_LEAD_3\">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":{"CPB":"金宝汤","ACN":"埃森哲",".IXIC":"NASDAQ Composite","FDX":"联邦快递","DRI":"达登饭店","LEN":"莱纳建筑公司","PHX":"潘汉德尔油气","ADBE":"Adobe","JILL":"J.Jill Inc.","RIVN":"Rivian Automotive, Inc.",".DJI":"道琼斯",".SPX":"S&P 500 Index","HEI":"海科航空"},"source_url":"https://www.barrons.com/articles/stocks-to-watch-this-week-fedex-rivian-lennar-campbell-adobe-51639330550?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171271872","content_text":"The main event for investors this week will be the Federal Reserve’s rate-setting committee’s last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.\nThe Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.\nEarnings reports this week are few, but will include Campbell Soup on Tuesday;Lennar,Accenture,FedEx,Rivian Automotive, and Adobe on Thursday; and Darden Restaurants on Friday.\nEconomic data coming out this week includes the Bureau of Labor Statistics’ producer price index for November on Tuesday. Economists expect a 0.55% month-over-month rise for the headline index and a 0.4% gain for the core PPI. Those would both roughly match October’s pace of producer inflation.\nOther data releases include the National Federation of Independent Businesses’ sentiment index on Tuesday, November retail-sales spending from the Census Bureau on Wednesday, and the November housing starts on Thursday.\nMonday 12/13\nJ.Jill and PHX Minerals host earnings conference calls.\nTuesday 12/14\nCampbell Soup, Barnes Group, and Avaya Holdings host investor days.\nThe Bureau of Labor Statistics releases the producer price index for November. Consensus estimate is for a 0.55% month-over-month rise, and for the core PPI, which excludes food and energy, to gain 0.4%. This compares with increases of 0.6% and 0.4%, respectively, in October.\nThe National Federation of Independent Businesses reports its index, which surveys about 5,000 small-business owners across the country, for November. Expectations call for a reading of 98.3, compared with 98.2 in October.\nWednesday 12/15\nThe Federal Open Market Committee concludes its two-day meeting, when policy makers will discuss accelerating the timetable for tapering monthly securities purchases.\nThe BLS reports export and import price data for November. Expectations are for a 0.5% month-over-month rise in export prices, while import prices are seen increasing 0.5%. This compares with gains of 1.5% and 1.2%, respectively, in October.\nThe National Association of Home Builders releases its NAHB/Wells Fargo Housing Market Index for December. Consensus estimate is for an 84 reading, compared with an 83 reading in November. The index peaked at 90 late last year, and home builders remain bullish on the housing market.\nThe Census Bureau reports on retail-sales spending for November. Expectations are for a seasonally adjusted 0.7% month-over-month increase in retail sales, compared with a 1.7% rise in October. Excluding autos, spending is seen rising 0.8%, compared with 1.7% in the previous period.\nThursday 12/16\nHeico,Lennar, Accenture, FedEx, Jabil, Adobe, Rivian Automotive, and Nordson are among companies hosting earnings conference calls.\nThe Census Bureaureleases its New Residential Construction report for November. The seasonally adjusted annual rate of housing starts is expected to be 1.563 million units, compared with 1.52 million in October. A housing start is counted when excavation begins on a home. Permits issued for new-home construction are expected to be 1.655 million, compared with 1.653 million in October.\nThe Bank of England announces its interest-rate decision and publishes the minutes of the meeting.\nThe Federal Reserve releases industrial production data for November. Economists are looking for a 0.6% rise, after a 1.6% increase in October. Capacity utilization is expected at 76.8, roughly in line with October’s 76.4%.\nFriday 12/17\nSteelcase,Darden Restaurants, and Quanex Building Products host earnings conference calls.","news_type":1,"symbols_score_info":{"CPB":0.9,"ACN":0.9,"DRI":0.9,"FDX":0.9,"ADBE":0.9,"HEI":0.9,"JILL":0.9,"LEN":0.9,"PHX":0.9,"RIVN":0.9,".IXIC":0.9,"SCS":0.9,".DJI":0.9,"AVYA":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605440593,"gmtCreate":1639230877703,"gmtModify":1639230878077,"author":{"id":"3573806944936951","authorId":"3573806944936951","name":"Leongny","avatar":"https://static.tigerbbs.com/4bd616003d6a60238752edde650d3e2d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573806944936951","idStr":"3573806944936951"},"themes":[],"title":"","htmlText":"[What] ","listText":"[What] 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","text":"[Wow]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606758373","repostId":"2189719656","repostType":4,"isVote":1,"tweetType":1,"viewCount":1489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606201980,"gmtCreate":1638880257665,"gmtModify":1638881501059,"author":{"id":"3573806944936951","authorId":"3573806944936951","name":"Leongny","avatar":"https://static.tigerbbs.com/4bd616003d6a60238752edde650d3e2d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573806944936951","idStr":"3573806944936951"},"themes":[],"title":"","htmlText":"[Speechless] ","listText":"[Speechless] ","text":"[Speechless]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606201980","repostId":"1106389268","repostType":4,"repost":{"id":"1106389268","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1638879654,"share":"https://www.laohunote.com/m/news/1106389268?lang=zh_CN&edition=full","pubTime":"2021-12-07 20:20","market":"us","language":"en","title":"This Stock Is Seeing The Highest Interest On WallStreetBets Today<blockquote>今天华尔街投注对这只股票的兴趣最高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106389268","media":"Benzinga Earnings","summary":"Electric vehicle maker Tesla Inc. has emerged as the most-discussed stock onReddit’s r/WallStreetBet","content":"<p>Electric vehicle maker <b>Tesla Inc</b>. has emerged as the most-discussed stock onReddit’s <b>r/WallStreetBets</b> forum as of early Tuesday.</p><p><blockquote>电动汽车制造商<b>特斯拉公司</b>.已成为 Reddit 上讨论最多的股票。<b>r/华尔街投注</b>截至周二早些时候的论坛。</blockquote></p><p> <b>What Happened</b>: Exchange-traded fund <b>SPDR S&P 500 ETF Trust</b> is seeing the highest interest on the forum with 584 mentions as at press time, followed by Tesla with 343 mentions, data from Quiver Quantitative showed.</p><p><blockquote><b>发生了什么事</b>: 交易所买卖基金<b>SPDR标普500 ETF信托</b>Quiver Quantitative 的数据显示,截至发稿时,该论坛的兴趣最高,有 584 次被提及,其次是特斯拉,有 343 次被提及。</blockquote></p><p> Graphics chipmaker <b>Nvidia Corp.</b> and videogame retailer <b>GameStop Corp</b>. are in the third and fourth positions, having attracted 202 and 173 mentions respectively.</p><p><blockquote>图形芯片制造商<b>英伟达公司</b>和视频游戏零售商<b>游戏驿站公司</b>在第三和第四位置,分别吸引了202和173次提及。</blockquote></p><p> <b>Why It Matters</b>: Tesla’s shares had dropped into bear market territory on Monday following news of a new probe into the company’s solar panels by the <b>U.S. Securities and Exchange Commission</b>.</p><p><blockquote><b>为什么它很重要</b>: 特斯拉的股价周一跌入熊市,此前有消息称该公司对太阳能电池板进行了新的调查。<b>美国证券交易委员会</b>.</blockquote></p><p> Aposton the forum noted that electric vehicle makers Tesla and <b>Lucid Group Inc.</b> are facing investigations by the SEC at the same time.</p><p><blockquote>论坛上指出,电动汽车制造商特斯拉和<b>Lucid集团公司。</b>同时面临美国证券交易委员会的调查。</blockquote></p><p> It was also reported on Monday that Tesla’s vehicle sales rose 234% in Germany during the month of November, even as issues have delayed the Gigafactory Berlin multiple times.</p><p><blockquote>周一还有报道称,特斯拉 11 月份在德国的汽车销量增长了 234%,尽管柏林超级工厂的建设因问题多次推迟。</blockquote></p><p> At The Wall Street Journal’s Annual CEO Council Monday, Tesla CEO <b>Elon Musk</b> said he was not keen on the Biden administration’s infrastructure bill and called the federal budget deficit “insane.”</p><p><blockquote>在周一举行的《华尔街日报》年度首席执行官委员会上,特斯拉首席执行官<b>埃隆·马斯克</b>他说他并不热衷于拜登政府的基础设施法案,并称联邦预算赤字 “疯狂”。</blockquote></p><p> <b>Price Action</b>: Tesla shares closed almost 0.6% lower in Monday’s regular trading session at $1,009.01.</p><p><blockquote><b>价格行为</b>: 特斯拉股价在周一的常规交易时段收盘下跌近 0.6%,报 1,009.01 美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This Stock Is Seeing The Highest Interest On WallStreetBets Today<blockquote>今天华尔街投注对这只股票的兴趣最高</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; 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#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 Stock Is Seeing The Highest Interest On WallStreetBets Today<blockquote>今天华尔街投注对这只股票的兴趣最高</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 Earnings </p>\n<p class=\"h-time smaller\">2021-12-07 20:20</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Electric vehicle maker <b>Tesla Inc</b>. has emerged as the most-discussed stock onReddit’s <b>r/WallStreetBets</b> forum as of early Tuesday.</p><p><blockquote>电动汽车制造商<b>特斯拉公司</b>.已成为 Reddit 上讨论最多的股票。<b>r/华尔街投注</b>截至周二早些时候的论坛。</blockquote></p><p> <b>What Happened</b>: Exchange-traded fund <b>SPDR S&P 500 ETF Trust</b> is seeing the highest interest on the forum with 584 mentions as at press time, followed by Tesla with 343 mentions, data from Quiver Quantitative showed.</p><p><blockquote><b>发生了什么事</b>: 交易所买卖基金<b>SPDR标普500 ETF信托</b>Quiver Quantitative 的数据显示,截至发稿时,该论坛的兴趣最高,有 584 次被提及,其次是特斯拉,有 343 次被提及。</blockquote></p><p> Graphics chipmaker <b>Nvidia Corp.</b> and videogame retailer <b>GameStop Corp</b>. are in the third and fourth positions, having attracted 202 and 173 mentions respectively.</p><p><blockquote>图形芯片制造商<b>英伟达公司</b>和视频游戏零售商<b>游戏驿站公司</b>在第三和第四位置,分别吸引了202和173次提及。</blockquote></p><p> <b>Why It Matters</b>: Tesla’s shares had dropped into bear market territory on Monday following news of a new probe into the company’s solar panels by the <b>U.S. Securities and Exchange Commission</b>.</p><p><blockquote><b>为什么它很重要</b>: 特斯拉的股价周一跌入熊市,此前有消息称该公司对太阳能电池板进行了新的调查。<b>美国证券交易委员会</b>.</blockquote></p><p> Aposton the forum noted that electric vehicle makers Tesla and <b>Lucid Group Inc.</b> are facing investigations by the SEC at the same time.</p><p><blockquote>论坛上指出,电动汽车制造商特斯拉和<b>Lucid集团公司。</b>同时面临美国证券交易委员会的调查。</blockquote></p><p> It was also reported on Monday that Tesla’s vehicle sales rose 234% in Germany during the month of November, even as issues have delayed the Gigafactory Berlin multiple times.</p><p><blockquote>周一还有报道称,特斯拉 11 月份在德国的汽车销量增长了 234%,尽管柏林超级工厂的建设因问题多次推迟。</blockquote></p><p> At The Wall Street Journal’s Annual CEO Council Monday, Tesla CEO <b>Elon Musk</b> said he was not keen on the Biden administration’s infrastructure bill and called the federal budget deficit “insane.”</p><p><blockquote>在周一举行的《华尔街日报》年度首席执行官委员会上,特斯拉首席执行官<b>埃隆·马斯克</b>他说他并不热衷于拜登政府的基础设施法案,并称联邦预算赤字 “疯狂”。</blockquote></p><p> <b>Price Action</b>: Tesla shares closed almost 0.6% lower in Monday’s regular trading session at $1,009.01.</p><p><blockquote><b>价格行为</b>: 特斯拉股价在周一的常规交易时段收盘下跌近 0.6%,报 1,009.01 美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc","TSLA":"特斯拉","GME":"游戏驿站","SPY":"标普500ETF","NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106389268","content_text":"Electric vehicle maker Tesla Inc. has emerged as the most-discussed stock onReddit’s r/WallStreetBets forum as of early Tuesday.\nWhat Happened: Exchange-traded fund SPDR S&P 500 ETF Trust is seeing the highest interest on the forum with 584 mentions as at press time, followed by Tesla with 343 mentions, data from Quiver Quantitative showed.\nGraphics chipmaker Nvidia Corp. and videogame retailer GameStop Corp. are in the third and fourth positions, having attracted 202 and 173 mentions respectively.\nWhy It Matters: Tesla’s shares had dropped into bear market territory on Monday following news of a new probe into the company’s solar panels by the U.S. Securities and Exchange Commission.\nAposton the forum noted that electric vehicle makers Tesla and Lucid Group Inc. are facing investigations by the SEC at the same time.\nIt was also reported on Monday that Tesla’s vehicle sales rose 234% in Germany during the month of November, even as issues have delayed the Gigafactory Berlin multiple times.\nAt The Wall Street Journal’s Annual CEO Council Monday, Tesla CEO Elon Musk said he was not keen on the Biden administration’s infrastructure bill and called the federal budget deficit “insane.”\nPrice Action: Tesla shares closed almost 0.6% lower in Monday’s regular trading session at $1,009.01.","news_type":1,"symbols_score_info":{"LCID":0.9,"GME":0.9,"NVDA":0.9,"SPY":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608292709,"gmtCreate":1638746192289,"gmtModify":1638746192444,"author":{"id":"3573806944936951","authorId":"3573806944936951","name":"Leongny","avatar":"https://static.tigerbbs.com/4bd616003d6a60238752edde650d3e2d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573806944936951","idStr":"3573806944936951"},"themes":[],"title":"","htmlText":"[Smug] ","listText":"[Smug] ","text":"[Smug]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608292709","repostId":"1179313612","repostType":4,"repost":{"id":"1179313612","kind":"news","pubTimestamp":1638745398,"share":"https://www.laohunote.com/m/news/1179313612?lang=zh_CN&edition=full","pubTime":"2021-12-06 07:03","market":"us","language":"en","title":"Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS 和本周值得关注的其他股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179313612","media":"Barrons","summary":"Meme stock darling GameStop headlines this week’s earnings report lineup. The videogame retailer rep","content":"<p>Meme stock darling <a href=\"https://laohu8.com/S/GME\">GameStop</a> headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. <a href=\"https://laohu8.com/S/AZO\">AutoZone</a>, Casey’s <a href=\"https://laohu8.com/S/BGC\">General</a> Stores, and <a href=\"https://laohu8.com/S/TOL\">Toll Brothers</a> report earnings on Tuesday, followed by <a href=\"https://laohu8.com/S/BF.A\">Brown-Forman</a> and <a href=\"https://laohu8.com/S/CPB\">Campbell Soup</a> on Wednesday. <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, <a href=\"https://laohu8.com/S/COST\">Costco</a> Wholesale, and <a href=\"https://laohu8.com/S/HRL\">Hormel</a> Foods round things out on Thursday.</p><p><blockquote>模因股票宠儿<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>本周财报的头条新闻。这家视频游戏零售商在周三收盘后公布业绩。<a href=\"https://laohu8.com/S/AZO\">自动区</a>凯西的<a href=\"https://laohu8.com/S/BGC\">一般的</a>商店和<a href=\"https://laohu8.com/S/TOL\">收费兄弟</a>周二公布收益,随后<a href=\"https://laohu8.com/S/BF.A\">布朗-福尔曼</a>和<a href=\"https://laohu8.com/S/CPB\">金宝汤</a>星期三。<a href=\"https://laohu8.com/S/AVGO\">博通</a>,<a href=\"https://laohu8.com/S/COST\">好市多</a>批发,以及<a href=\"https://laohu8.com/S/HRL\">荷美尔</a>周四食物圆满结束。</blockquote></p><p> On Monday, <a href=\"https://laohu8.com/S/UNP\">Union Pacific</a> will hold a conference call to discuss its climate action plan. <a href=\"https://laohu8.com/S/MCK\">McKesson</a> and <a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a> host their 2021 investor days on Wednesday, followed by <a href=\"https://laohu8.com/S/CVS\">CVS Health</a> and <a href=\"https://laohu8.com/S/TSN\">Tyson</a> Foods on Thursday.</p><p><blockquote>周一,<a href=\"https://laohu8.com/S/UNP\">联合太平洋</a>将召开电话会议讨论其气候行动计划。<a href=\"https://laohu8.com/S/MCK\">麦克森</a>和<a href=\"https://laohu8.com/S/LUV\">西南航空公司</a>周三举办 2021 年投资者日,随后<a href=\"https://laohu8.com/S/CVS\">CVS健康</a>和<a href=\"https://laohu8.com/S/TSN\">泰森</a>周四的食物。</blockquote></p><p> The Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.</p><p><blockquote>美联储将于周二发布10月份消费信贷数据报告。周四,美国劳工部公布了截至 12 月 4 日当周的首次申请失业救济人数。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.</p><p><blockquote>美国劳工统计局周五发布11月份消费者价格指数。普遍估计同比增长 6.7%,比 10 月份高出半个百分点。不包括波动较大的食品和能源价格的核心CPI预计将上涨4.8%,而之前为4.6%。</blockquote></p><p> <b>Monday 12/6</b></p><p><blockquote><b>12/6星期一</b></blockquote></p><p> Union Pacific holds a conference call to discuss its climate action plan.</p><p><blockquote>联合太平洋公司召开电话会议讨论其气候行动计划。</blockquote></p><p> <b>Tuesday 12/7</b></p><p><blockquote><b>星期二 12/7</b></blockquote></p><p> AutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.</p><p><blockquote>AutoZone、Casey's General Stores 和 Toll Brothers 公布季度业绩。</blockquote></p><p> The Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.</p><p><blockquote>美联储报告10月份消费信贷数据。继去年小幅下降后,截至 9 月份,未偿消费者债务总额平均每月增加 200 亿美元,达到创纪录的 4.37 万亿美元。</blockquote></p><p> <b>Wednesday 12/8</b></p><p><blockquote><b>12/8星期三</b></blockquote></p><p> The BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.</p><p><blockquote>BLS发布职位空缺和劳动力流动调查。经济学家预测10月最后一个工作日将有1050万个职位空缺,仅比7月份1110万个的历史新高少60万个。</blockquote></p><p> <a href=\"https://laohu8.com/S/BF.B\">Brown-Forman</a>, Campbell Soup, and GameStop report earnings.</p><p><blockquote><a href=\"https://laohu8.com/S/BF.B\">布朗-福尔曼</a>、金宝汤和游戏驿站报告收益。</blockquote></p><p> McKesson and <a href=\"https://laohu8.com/S/OKSB\">Southwest</a> Airlines host their 2021 investor days.</p><p><blockquote>麦克森和<a href=\"https://laohu8.com/S/OKSB\">西南</a>航空公司举办2021年投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/EW\">Edwards Lifesciences</a> holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/EW\">爱德华兹生命科学</a>在加利福尼亚州尔湾举行投资者会议。该公司将讨论其产品线以及 2022 年的财务前景。</blockquote></p><p> The Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.</p><p><blockquote>加拿大央行宣布货币政策决定。预计央行将维持关键短期利率在0.25%不变。在 10 月底的会议上,央行结束了量化宽松计划,并表示首次加息将于 2022 年早于预期。</blockquote></p><p> <b>Thursday 12/9</b></p><p><blockquote><b>星期四 12/9</b></blockquote></p><p> Broadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.</p><p><blockquote>Broadcom、Costco Wholesale 和 Hormel Foods 举行评级会议讨论季度业绩。</blockquote></p><p> CVS Health and Tyson Foods host their annual investor days.</p><p><blockquote>CVS Health 和泰森食品公司举办年度投资者日。</blockquote></p><p> The Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.</p><p><blockquote>劳工部报告了截至 12 月 4 日当周的首次申请失业救济人数。11 月份申请失业救济人数平均为 238,750 人,为疫情开始以来的最低水平,仅比 2020 年 2 月多 24,750 人。</blockquote></p><p> <b>Friday 12/10</b></p><p><blockquote><b>12/10星期五</b></blockquote></p><p> Archer-Daniels-Midland holds its global investor day.</p><p><blockquote>Archer-Daniels-Midland 举办全球投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/CNC\">Centene</a> holds an investor meeting and will provide financial guidance for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/CNC\">一百个</a>召开投资者会议,并将提供2022年的财务指导。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> finally ditched “transitory” when discussing inflation before the Senate Banking Committee.</p><p><blockquote>劳工统计局发布11月份消费者价格指数。普遍估计同比增长 6.7%,比 10 月份高出半个百分点。不包括波动较大的食品和能源价格的核心CPI预计将上涨4.8%,而之前为4.6%。10 月份 6.2% 的涨幅是 CPI 30 多年来最热的一次,上周美联储主席杰罗姆<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>在参议院银行委员会讨论通货膨胀问题时,最终放弃了 “过渡性 ”。</blockquote></p><p> The University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.</p><p><blockquote>密歇根大学发布12月份消费者信心指数。经济学家预测读数为66,略低于11月份的数据。</blockquote></p><p></p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS 和本周值得关注的其他股票</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\">\nGame Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS 和本周值得关注的其他股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-06 07:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Meme stock darling <a href=\"https://laohu8.com/S/GME\">GameStop</a> headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. <a href=\"https://laohu8.com/S/AZO\">AutoZone</a>, Casey’s <a href=\"https://laohu8.com/S/BGC\">General</a> Stores, and <a href=\"https://laohu8.com/S/TOL\">Toll Brothers</a> report earnings on Tuesday, followed by <a href=\"https://laohu8.com/S/BF.A\">Brown-Forman</a> and <a href=\"https://laohu8.com/S/CPB\">Campbell Soup</a> on Wednesday. <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, <a href=\"https://laohu8.com/S/COST\">Costco</a> Wholesale, and <a href=\"https://laohu8.com/S/HRL\">Hormel</a> Foods round things out on Thursday.</p><p><blockquote>模因股票宠儿<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>本周财报的头条新闻。这家视频游戏零售商在周三收盘后公布业绩。<a href=\"https://laohu8.com/S/AZO\">自动区</a>凯西的<a href=\"https://laohu8.com/S/BGC\">一般的</a>商店和<a href=\"https://laohu8.com/S/TOL\">收费兄弟</a>周二公布收益,随后<a href=\"https://laohu8.com/S/BF.A\">布朗-福尔曼</a>和<a href=\"https://laohu8.com/S/CPB\">金宝汤</a>星期三。<a href=\"https://laohu8.com/S/AVGO\">博通</a>,<a href=\"https://laohu8.com/S/COST\">好市多</a>批发,以及<a href=\"https://laohu8.com/S/HRL\">荷美尔</a>周四食物圆满结束。</blockquote></p><p> On Monday, <a href=\"https://laohu8.com/S/UNP\">Union Pacific</a> will hold a conference call to discuss its climate action plan. <a href=\"https://laohu8.com/S/MCK\">McKesson</a> and <a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a> host their 2021 investor days on Wednesday, followed by <a href=\"https://laohu8.com/S/CVS\">CVS Health</a> and <a href=\"https://laohu8.com/S/TSN\">Tyson</a> Foods on Thursday.</p><p><blockquote>周一,<a href=\"https://laohu8.com/S/UNP\">联合太平洋</a>将召开电话会议讨论其气候行动计划。<a href=\"https://laohu8.com/S/MCK\">麦克森</a>和<a href=\"https://laohu8.com/S/LUV\">西南航空公司</a>周三举办 2021 年投资者日,随后<a href=\"https://laohu8.com/S/CVS\">CVS健康</a>和<a href=\"https://laohu8.com/S/TSN\">泰森</a>周四的食物。</blockquote></p><p> The Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.</p><p><blockquote>美联储将于周二发布10月份消费信贷数据报告。周四,美国劳工部公布了截至 12 月 4 日当周的首次申请失业救济人数。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.</p><p><blockquote>美国劳工统计局周五发布11月份消费者价格指数。普遍估计同比增长 6.7%,比 10 月份高出半个百分点。不包括波动较大的食品和能源价格的核心CPI预计将上涨4.8%,而之前为4.6%。</blockquote></p><p> <b>Monday 12/6</b></p><p><blockquote><b>12/6星期一</b></blockquote></p><p> Union Pacific holds a conference call to discuss its climate action plan.</p><p><blockquote>联合太平洋公司召开电话会议讨论其气候行动计划。</blockquote></p><p> <b>Tuesday 12/7</b></p><p><blockquote><b>星期二 12/7</b></blockquote></p><p> AutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.</p><p><blockquote>AutoZone、Casey's General Stores 和 Toll Brothers 公布季度业绩。</blockquote></p><p> The Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.</p><p><blockquote>美联储报告10月份消费信贷数据。继去年小幅下降后,截至 9 月份,未偿消费者债务总额平均每月增加 200 亿美元,达到创纪录的 4.37 万亿美元。</blockquote></p><p> <b>Wednesday 12/8</b></p><p><blockquote><b>12/8星期三</b></blockquote></p><p> The BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.</p><p><blockquote>BLS发布职位空缺和劳动力流动调查。经济学家预测10月最后一个工作日将有1050万个职位空缺,仅比7月份1110万个的历史新高少60万个。</blockquote></p><p> <a href=\"https://laohu8.com/S/BF.B\">Brown-Forman</a>, Campbell Soup, and GameStop report earnings.</p><p><blockquote><a href=\"https://laohu8.com/S/BF.B\">布朗-福尔曼</a>、金宝汤和游戏驿站报告收益。</blockquote></p><p> McKesson and <a href=\"https://laohu8.com/S/OKSB\">Southwest</a> Airlines host their 2021 investor days.</p><p><blockquote>麦克森和<a href=\"https://laohu8.com/S/OKSB\">西南</a>航空公司举办2021年投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/EW\">Edwards Lifesciences</a> holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/EW\">爱德华兹生命科学</a>在加利福尼亚州尔湾举行投资者会议。该公司将讨论其产品线以及 2022 年的财务前景。</blockquote></p><p> The Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.</p><p><blockquote>加拿大央行宣布货币政策决定。预计央行将维持关键短期利率在0.25%不变。在 10 月底的会议上,央行结束了量化宽松计划,并表示首次加息将于 2022 年早于预期。</blockquote></p><p> <b>Thursday 12/9</b></p><p><blockquote><b>星期四 12/9</b></blockquote></p><p> Broadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.</p><p><blockquote>Broadcom、Costco Wholesale 和 Hormel Foods 举行评级会议讨论季度业绩。</blockquote></p><p> CVS Health and Tyson Foods host their annual investor days.</p><p><blockquote>CVS Health 和泰森食品公司举办年度投资者日。</blockquote></p><p> The Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.</p><p><blockquote>劳工部报告了截至 12 月 4 日当周的首次申请失业救济人数。11 月份申请失业救济人数平均为 238,750 人,为疫情开始以来的最低水平,仅比 2020 年 2 月多 24,750 人。</blockquote></p><p> <b>Friday 12/10</b></p><p><blockquote><b>12/10星期五</b></blockquote></p><p> Archer-Daniels-Midland holds its global investor day.</p><p><blockquote>Archer-Daniels-Midland 举办全球投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/CNC\">Centene</a> holds an investor meeting and will provide financial guidance for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/CNC\">一百个</a>召开投资者会议,并将提供2022年的财务指导。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> finally ditched “transitory” when discussing inflation before the Senate Banking Committee.</p><p><blockquote>劳工统计局发布11月份消费者价格指数。普遍估计同比增长 6.7%,比 10 月份高出半个百分点。不包括波动较大的食品和能源价格的核心CPI预计将上涨4.8%,而之前为4.6%。10 月份 6.2% 的涨幅是 CPI 30 多年来最热的一次,上周美联储主席杰罗姆<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>在参议院银行委员会讨论通货膨胀问题时,最终放弃了 “过渡性 ”。</blockquote></p><p> The University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.</p><p><blockquote>密歇根大学发布12月份消费者信心指数。经济学家预测读数为66,略低于11月份的数据。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/articles/game-stop-toll-brothers-costco-cvs-and-other-stocks-to-watch-this-week-51638734413?mod=barrons-on-marketwatch\">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":{"COST":"好市多","GME":"游戏驿站","CVS":"西维斯健康","TOL":"托尔兄弟","BK4088":"住宅建筑"},"source_url":"https://www.marketwatch.com/articles/game-stop-toll-brothers-costco-cvs-and-other-stocks-to-watch-this-week-51638734413?mod=barrons-on-marketwatch","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1179313612","content_text":"Meme stock darling GameStop headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. AutoZone, Casey’s General Stores, and Toll Brothers report earnings on Tuesday, followed by Brown-Forman and Campbell Soup on Wednesday. Broadcom, Costco Wholesale, and Hormel Foods round things out on Thursday.\nOn Monday, Union Pacific will hold a conference call to discuss its climate action plan. McKesson and Southwest Airlines host their 2021 investor days on Wednesday, followed by CVS Health and Tyson Foods on Thursday.\nThe Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.\nThe Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.\nMonday 12/6\nUnion Pacific holds a conference call to discuss its climate action plan.\nTuesday 12/7\nAutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.\nThe Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.\nWednesday 12/8\nThe BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.\nBrown-Forman, Campbell Soup, and GameStop report earnings.\nMcKesson and Southwest Airlines host their 2021 investor days.\nEdwards Lifesciences holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.\nThe Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.\nThursday 12/9\nBroadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.\nCVS Health and Tyson Foods host their annual investor days.\nThe Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.\nFriday 12/10\nArcher-Daniels-Midland holds its global investor day.\nCentene holds an investor meeting and will provide financial guidance for 2022.\nThe Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome Powell finally ditched “transitory” when discussing inflation before the Senate Banking Committee.\nThe University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.","news_type":1,"symbols_score_info":{"COST":0.9,"CVS":0.9,"GME":0.9,"TOL":0.9}},"isVote":1,"tweetType":1,"viewCount":1238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601861951,"gmtCreate":1638509659078,"gmtModify":1638509673136,"author":{"id":"3573806944936951","authorId":"3573806944936951","name":"Leongny","avatar":"https://static.tigerbbs.com/4bd616003d6a60238752edde650d3e2d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573806944936951","idStr":"3573806944936951"},"themes":[],"title":"","htmlText":"[Glance] ","listText":"[Glance] ","text":"[Glance]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601861951","repostId":"1128511443","repostType":4,"isVote":1,"tweetType":1,"viewCount":818,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603518764,"gmtCreate":1638425855880,"gmtModify":1638425856387,"author":{"id":"3573806944936951","authorId":"3573806944936951","name":"Leongny","avatar":"https://static.tigerbbs.com/4bd616003d6a60238752edde650d3e2d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573806944936951","idStr":"3573806944936951"},"themes":[],"title":"","htmlText":"[Drowsy] ","listText":"[Drowsy] ","text":"[Drowsy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603518764","repostId":"1144919825","repostType":4,"repost":{"id":"1144919825","kind":"news","pubTimestamp":1638424139,"share":"https://www.laohunote.com/m/news/1144919825?lang=zh_CN&edition=full","pubTime":"2021-12-02 13:48","market":"us","language":"en","title":"Cathie Wood Trims $5M In Coinbase And Loads Up On This Stock<blockquote>Cathie Wood 在 Coinbase 减持 500 万美元并增持这只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1144919825","media":"Benzinga","summary":"Cathie Wood’s money managing firm Ark Invest on Wednesday sold more shares in Coinbase Global Inc as","content":"<p><div> Cathie Wood’s money managing firm Ark Invest on Wednesday sold more shares in Coinbase Global Inc as the largest U.S. cryptocurrency exchange's stock continued to fall weeks after reporting third ...</p><p><blockquote><div>凯西-伍德(Cathie Wood)的资金管理公司 Ark Invest 周三出售了更多 Coinbase Global Inc. 的股票,这家美国最大的加密货币交易所的股价在公布第三份财报后持续下跌。</div></blockquote></p><p> <a href=\"https://www.benzinga.com/markets/cryptocurrency/21/12/24397326/cathie-wood-trims-5m-in-coinbase-and-loads-up-on-this-stock\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/markets/cryptocurrency/21/12/24397326/cathie-wood-trims-5m-in-coinbase-and-loads-up-on-this-stock\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Trims $5M In Coinbase And Loads Up On This Stock<blockquote>Cathie Wood 在 Coinbase 减持 500 万美元并增持这只股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Trims $5M In Coinbase And Loads Up On This Stock<blockquote>Cathie Wood 在 Coinbase 减持 500 万美元并增持这只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-12-02 13:48</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Cathie Wood’s money managing firm Ark Invest on Wednesday sold more shares in Coinbase Global Inc as the largest U.S. cryptocurrency exchange's stock continued to fall weeks after reporting third ...</p><p><blockquote><div>凯西-伍德(Cathie Wood)的资金管理公司 Ark Invest 周三出售了更多 Coinbase Global Inc. 的股票,这家美国最大的加密货币交易所的股价在公布第三份财报后持续下跌。</div></blockquote></p><p> <a href=\"https://www.benzinga.com/markets/cryptocurrency/21/12/24397326/cathie-wood-trims-5m-in-coinbase-and-loads-up-on-this-stock\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/markets/cryptocurrency/21/12/24397326/cathie-wood-trims-5m-in-coinbase-and-loads-up-on-this-stock\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.benzinga.com/markets/cryptocurrency/21/12/24397326/cathie-wood-trims-5m-in-coinbase-and-loads-up-on-this-stock\">Benzinga</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","COIN":"Coinbase Global, Inc.","ZM":"Zoom"},"source_url":"https://www.benzinga.com/markets/cryptocurrency/21/12/24397326/cathie-wood-trims-5m-in-coinbase-and-loads-up-on-this-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144919825","content_text":"Cathie Wood’s money managing firm Ark Invest on Wednesday sold more shares in Coinbase Global Inc as the largest U.S. cryptocurrency exchange's stock continued to fall weeks after reporting third quarter results that fell short of investors' expectations.\nArk Invest sold 17,026 shares — estimated to be worth $5 million based on the latest closing price — in Coinbase.\nCoinbase shares closed 6.51% lower at $294.50 a share on Wednesday. The stock has plummeted 12.4% in the past one month.\nCoinbase CEO Brian Armstrong reminded investors three weeks ago at the earnings call conference that the company is focused on long-term growth instead of a quarter-to-quarter investment as it grows the cryptocurrency economy.\nThe company reported that Bitcoin was 19% of trading volume in the third quarter, compared to 24% in the second quarter.EthereumETHwas 22% of trading volume in the third quarter, compared to 26% in the second quarter.\nArk Invest sold the COIN shares via the Ark Fintech Innovation ETF on Wednesday. It also owns the stock via the Ark Innovation ETF and the Ark Next Generation Internet ETF.\nArk Invest has been selling shares inCoinbasesince Oct. 12, after months of piling up shares in the U.S. cryptocurrency exchange's stock after its direct listing on NASDAQ in April this year.\nThe popular managing firm still held 5.23 million shares — worth $1.65 billion — in Coinbase via the three ETFs ahead of Wednesday’s trades.\nHere are a few of the other key trades for Ark on Wednesday:\n\nBought 165,622 shares — estimated to be worth $33.74 million — in Zoom Video Communications Inc on the dip. Stock closed 6.48% lower at $197.71 a shrew on Wednesday.\nSold 1,992 shares — estimated to be worth $6.85 million — in Amazon.com Inc. Stock closed 1.81% lower at $3,443.72 a share on Wednesday.","news_type":1,"symbols_score_info":{"ZM":0.9,"COIN":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609570719,"gmtCreate":1638314304427,"gmtModify":1638314304572,"author":{"id":"3573806944936951","authorId":"3573806944936951","name":"Leongny","avatar":"https://static.tigerbbs.com/4bd616003d6a60238752edde650d3e2d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573806944936951","idStr":"3573806944936951"},"themes":[],"title":"","htmlText":"[Comfort] ","listText":"[Comfort] ","text":"[Comfort]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609570719","repostId":"2188758534","repostType":4,"isVote":1,"tweetType":1,"viewCount":1234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609191255,"gmtCreate":1638248058940,"gmtModify":1638249780474,"author":{"id":"3573806944936951","authorId":"3573806944936951","name":"Leongny","avatar":"https://static.tigerbbs.com/4bd616003d6a60238752edde650d3e2d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573806944936951","idStr":"3573806944936951"},"themes":[],"title":"","htmlText":"[Speechless] ","listText":"[Speechless] ","text":"[Speechless]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609191255","repostId":"1109320304","repostType":4,"isVote":1,"tweetType":1,"viewCount":1433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600624131,"gmtCreate":1638149130376,"gmtModify":1638149130563,"author":{"id":"3573806944936951","authorId":"3573806944936951","name":"Leongny","avatar":"https://static.tigerbbs.com/4bd616003d6a60238752edde650d3e2d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573806944936951","idStr":"3573806944936951"},"themes":[],"title":"","htmlText":"[Facepalm] ","listText":"[Facepalm] ","text":"[Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/600624131","repostId":"2186432637","repostType":4,"isVote":1,"tweetType":1,"viewCount":1192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600164172,"gmtCreate":1638096232452,"gmtModify":1638102896599,"author":{"id":"3573806944936951","authorId":"3573806944936951","name":"Leongny","avatar":"https://static.tigerbbs.com/4bd616003d6a60238752edde650d3e2d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573806944936951","idStr":"3573806944936951"},"themes":[],"title":"","htmlText":"[Speechless] ","listText":"[Speechless] ","text":"[Speechless]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600164172","repostId":"2186328547","repostType":4,"repost":{"id":"2186328547","kind":"highlight","pubTimestamp":1638069455,"share":"https://www.laohunote.com/m/news/2186328547?lang=zh_CN&edition=full","pubTime":"2021-11-28 11:17","market":"us","language":"en","title":"Google, Dell Lead Five Diverse Stocks Near Buy Points<blockquote>谷歌、戴尔领先五只接近买入点的不同股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2186328547","media":"ADELIA CELLINI LINECKER","summary":"Google leads five stocks to watch this week around buy points. It's on IBD Leaderboard, Long-Term Leaders and the IBD 50.","content":"<p>Google parent <b>Alphabet</b>, computer maker <b>Dell Technologies</b>, steelmaker <b>Nucor</b>, Chip-equipment maker <b>Lam Research</b> and rental-home investor <b>Invitation Homes</b> are five stocks to watch this week near buy points.</p><p><blockquote>谷歌父母<b>Alphabet</b>计算机制造商<b>戴尔科技</b>,钢铁制造商<b>纽柯</b>芯片设备制造商<b>林研究</b>和租赁房屋投资者<b>邀请之家</b>本周有五只股票接近买点值得关注。</blockquote></p><p> The recent plunges in many hot software stocks amid renewed sector rotation underscores the importance of having diversified leaders in your portfolio. But with the market selling off sharply Friday, this time led by energy and financial stocks, investors should be cautious about new buys.</p><p><blockquote>最近许多热门软件股票在新的行业轮动中暴跌,凸显了投资组合中拥有多元化领导者的重要性。但随着周五市场大幅抛售,这次是以能源和金融股为首,投资者应该对新的买入持谨慎态度。</blockquote></p><p> Google, Nucor stock and Invitation Homes have pulled back modestly below buy points. Dell stock has bounced from its 50-day line, and Lam Research is closing in on a buy point.</p><p><blockquote>谷歌、纽柯股票和邀请住宅已小幅回落至买入点以下。戴尔股价已从 50 日线反弹,Lam Research 正在接近买入点。</blockquote></p><p> Google stock and Nucor are on IBD Leaderboard. GOOGL stock also is on IBD Long-Term Leaders and the IBD 50. Dell is on SwingTrader.</p><p><blockquote>谷歌股票和纽柯公司都在 IBD 排行榜上。GOOGL股票也是 IBD 长期领先者和 IBD 50 指数之一。戴尔在SwingTrader上。</blockquote></p><p> <h2><b>Google Stock</b></h2> Shares fell 4.5% to 2,845.64 in last week's stock market trading. Google stock closed just below its 50-day line and 10-week moving average. Shares have retreated modestly below a flat-base buy point of 2,925.17, according to MarketSmith. An alternate entry would be 3,019.43 from a four-weeks-tight pattern.</p><p><blockquote><h2><b>谷歌股票</b></h2>上周股市交易中,股价下跌 4.5%,至 2,845.64 点。谷歌股价收盘略低于 50 日线和 10 周移动平均线。MarketSmith 表示,股价已小幅回落至 2,925.17 的平基买入点下方。从四周紧张的模式来看,另一个入场点将是 3,019.43。</blockquote></p><p> Investors could use a rebound off the 50-day/10-week line as a possible entry. That's a good place to buy Long-Term Leaders stocks such as GOOGL.</p><p><blockquote>投资者可以将50天/10周线的反弹作为可能的入场点。这是购买GOOGL等长期龙头股的好地方。</blockquote></p><p> Google's relative strength line is going sideways, but is still near all-time highs. Its RS Rating is 88 out of a possible 99, while its EPS Rating is 98.</p><p><blockquote>谷歌的相对强势线正在横向移动,但仍接近历史高点。其 RS 评级为 88 分(满分 99 分),而每股收益评级为 98 分。</blockquote></p><p> Google beat Wall Street estimates for the third quarter. It had EPS of $27.99 vs. views for $23.48. Sales came in at $65.12 billion vs. estimates of $63.34 billion.</p><p><blockquote>谷歌第三季度业绩超出华尔街预期。它的每股收益为 27.99 美元,而浏览量为 23.48 美元。销售额为 651.2 亿美元,而预期为 633.4 亿美元。</blockquote></p><p> In a call with investors on Oct. 26, CEO Ruth Porat said Apple's privacy settings changes, which now ask iPhone users for explicit permission to track them, had a modest impact on YouTube revenue.</p><p><blockquote>在 10 月 26 日与投资者举行的看涨期权上,首席执行官露丝·波拉特 (Ruth Porat) 表示,苹果隐私设置的变化(现在要求 iPhone 用户获得跟踪他们的明确许可)对 YouTube 收入产生了适度影响。</blockquote></p><p> Google's ad revenue climbed 43% to $53.13 billion. That's up from $37.1 billion in the year-ago period and slightly higher than the prior quarter. YouTube ads rose to $7.21 billion, up from $5.04 billion last year.</p><p><blockquote>谷歌的广告收入攀升43%,达到531.3亿美元。这高于去年同期的 371 亿美元,略高于上一季度。YouTube 广告收入从去年的 50.4 亿美元增至 72.1 亿美元。</blockquote></p><p> <h2><b>Dell Stock</b></h2> Dell stock rose 2.1% to 56.18 last week. Shares now have a flat base with a 58.53 buy point. Dell stock bounced from its 50-day line on Thursday, flashing an early buy signal on strong earnings. But shares pulled back modestly Friday. Investors might now want to wait for Dell to get above Thursday's high of 58, or simply wait for a breakout.</p><p><blockquote><h2><b>戴尔股票</b></h2>戴尔股价上周上涨2.1%,至56.18点。目前股价基础持平,买入点为 58.53。戴尔股价周四从 50 日线反弹,因强劲盈利而发出提前买入信号。但周五股价小幅回落。投资者现在可能希望等待戴尔突破周四 58 点的高点,或者干脆等待突破。</blockquote></p><p> On Nov. 23, Dell reported third-quarter earnings of $2.37 a share, a year-over-year increase of 17%, on a 21% jump in sales to $28.39 billion, both above analyst views. </p><p><blockquote>11月23日,戴尔公布第三季度每股收益2.37美元,同比增长17%,销售额增长21%,达到283.9亿美元,均高于分析师的预期。</blockquote></p><p> It was Dell's best third quarter in its history, driven by growth in all business units, customer segments and geographies, as well as broad strength across commercial PCs, servers and storage, the company said in a written statement.</p><p><blockquote>该公司在一份书面声明中表示,这是戴尔历史上最好的第三季度,这得益于所有业务部门、客户细分市场和地区的增长,以及商用个人电脑、服务器和存储领域的广泛实力。</blockquote></p><p> Dell was Wednesday's IBD Stock Of The Day.</p><p><blockquote>戴尔是周三的 IBD 当日股票。</blockquote></p><p> Meanwhile, rival <b>HP</b> gapped out of a base Wednesday on its earnings.</p><p><blockquote>同时,竞争对手<b>惠普</b>周三其盈利跌破基数。</blockquote></p><p> <h2><b>Nucor Stock</b></h2> Shares rose 1% last week to 113.98. Nucor stock broke out past a cup-with-handle buy point of 119.42 on Nov. 22, but gave up most of that day's 6% gain by Friday's close. Its relative strength line is ticking downward but still near multiyear highs. Its RS Rating is 93, while its EPS Rating is 96.</p><p><blockquote><h2><b>纽柯股票</b></h2>股价上周上涨 1%,至 113.98。纽柯公司 (Nucor) 股价于 11 月 22 日突破了 119.42 的杯状买入点,但在周五收盘时回吐了当天 6% 的大部分涨幅。其相对强度线正在下降,但仍接近多年高点。其RS评级为93,每股收益评级为96。</blockquote></p><p> Steelmakers like Nucor have a had a stellar year supplying homebuilders in a record year and gearing up for massive infrastructure spending. IBD's Steel-Producers industry group has soared nearly 86% year to date.</p><p><blockquote>像纽柯这样的钢铁制造商在创纪录的一年里为房屋建筑商供货,并为大规模基础设施支出做好了准备。IBD 的钢铁生产商行业集团今年迄今已飙升近 86%。</blockquote></p><p> Nucor has had four straight quarters of triple-digit earnings growth and four quarters in a row of accelerating sales growth.</p><p><blockquote>纽柯公司已连续四个季度实现三位数盈利增长,并连续四个季度实现销售加速增长。</blockquote></p><p> Rival <b><a href=\"https://laohu8.com/S/STLD\">Steel Dynamics</a></b> broke out past a cup-with-handle buy point of 69.01 intraday on Nov. 22, but has since fallen below that buy point.</p><p><blockquote>对手<b><a href=\"https://laohu8.com/S/STLD\">Steel Dynamics</a></b>11 月 22 日盘中突破了 69.01 的带柄杯买点,但此后已跌破该买点。</blockquote></p><p> <h2><b>Invitation Homes Stock</b></h2> INVH stock broke out past a cup-with-handle buy point of 41.93 on Nov. 24, but retreated just below it on Friday. INVH stock edged up 0.6% to 41.15 for the week.</p><p><blockquote><h2><b>邀请家园股票</b></h2>INVH 股价于 11 月 24 日突破 41.93 的杯状买入点,但周五回落至略低于该买入点。INVH 股价本周小幅上涨 0.6%,至 41.15。</blockquote></p><p> Invitation Homes has an RS Rating of 93 and an EPS Rating of 96.</p><p><blockquote>邀请之家的RS评级为93,EPS评级为96。</blockquote></p><p> The recent housing boom isn't just helping homebuilders. As raw materials prices spike up and supplies remain tight, folks are delaying home buying or renting homes while renovations and new homes take longer to complete. That's pushed up rents across the board.</p><p><blockquote>最近的房地产繁荣不仅仅是帮助了房屋建筑商。随着原材料价格上涨和供应仍然紧张,人们推迟购房或租房,而装修和新房需要更长的时间才能完成。这全面推高了租金。</blockquote></p><p> As a result, Invitation Homes, the largest owner of rental homes in the U.S., has seen soaring demand. The company, a real estate investment trust, or REIT, owns more than 80,000 homes, which it rents out.</p><p><blockquote>因此,美国最大的租赁房屋所有者Invitation Homes的需求飙升。该公司是一家房地产投资信托基金(REIT),拥有超过 80,000 套房屋,并将其出租。</blockquote></p><p> In October, Invitation Homes reported better-than-expected Q3 results. The company was able to raise rents by 11% amid the housing shortage.</p><p><blockquote>10 月份,Invitation Homes 公布的第三季度业绩好于预期。在住房短缺的情况下,该公司能够将租金提高11%。</blockquote></p><p></p><p> <h2><b>Lam Research Stock</b></h2> Shares pulled back late last week, perhaps starting work on a handle. Chip-equipment maker Lam Research has been steadily moving toward a 673.90 buy point from a consolidation going back to early June or April. </p><p><blockquote><h2><b>林研究股票</b></h2>股价上周晚些时候回落,也许是开始着手处理。芯片设备制造商 Lam Research 从 6 月初或 4 月初的盘整开始,一直在稳步向 673.90 的买入点移动。</blockquote></p><p> Its relative strength line is rising again after several months of sideways movement. Lam's RS Rating is 80, while its EPS Rating is 94. The company has posted seven straight quarters of earnings and revenue growth, amid sky-high demand for its products across all industries.</p><p><blockquote>经过几个月的横盘整理,其相对强弱线再次上升。Lam 的 RS 评级为 80,每股收益评级为 94。由于各行各业对其产品的需求极高,该公司已连续七个季度实现盈利和收入增长。</blockquote></p><p></p>","source":"lsy1610449120050","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>Google, Dell Lead Five Diverse Stocks Near Buy Points<blockquote>谷歌、戴尔领先五只接近买入点的不同股票</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\">\nGoogle, Dell Lead Five Diverse Stocks Near Buy Points<blockquote>谷歌、戴尔领先五只接近买入点的不同股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">ADELIA CELLINI LINECKER</strong><span class=\"h-time small\">2021-11-28 11:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Google parent <b>Alphabet</b>, computer maker <b>Dell Technologies</b>, steelmaker <b>Nucor</b>, Chip-equipment maker <b>Lam Research</b> and rental-home investor <b>Invitation Homes</b> are five stocks to watch this week near buy points.</p><p><blockquote>谷歌父母<b>Alphabet</b>计算机制造商<b>戴尔科技</b>,钢铁制造商<b>纽柯</b>芯片设备制造商<b>林研究</b>和租赁房屋投资者<b>邀请之家</b>本周有五只股票接近买点值得关注。</blockquote></p><p> The recent plunges in many hot software stocks amid renewed sector rotation underscores the importance of having diversified leaders in your portfolio. But with the market selling off sharply Friday, this time led by energy and financial stocks, investors should be cautious about new buys.</p><p><blockquote>最近许多热门软件股票在新的行业轮动中暴跌,凸显了投资组合中拥有多元化领导者的重要性。但随着周五市场大幅抛售,这次是以能源和金融股为首,投资者应该对新的买入持谨慎态度。</blockquote></p><p> Google, Nucor stock and Invitation Homes have pulled back modestly below buy points. Dell stock has bounced from its 50-day line, and Lam Research is closing in on a buy point.</p><p><blockquote>谷歌、纽柯股票和邀请住宅已小幅回落至买入点以下。戴尔股价已从 50 日线反弹,Lam Research 正在接近买入点。</blockquote></p><p> Google stock and Nucor are on IBD Leaderboard. GOOGL stock also is on IBD Long-Term Leaders and the IBD 50. Dell is on SwingTrader.</p><p><blockquote>谷歌股票和纽柯公司都在 IBD 排行榜上。GOOGL股票也是 IBD 长期领先者和 IBD 50 指数之一。戴尔在SwingTrader上。</blockquote></p><p> <h2><b>Google Stock</b></h2> Shares fell 4.5% to 2,845.64 in last week's stock market trading. Google stock closed just below its 50-day line and 10-week moving average. Shares have retreated modestly below a flat-base buy point of 2,925.17, according to MarketSmith. An alternate entry would be 3,019.43 from a four-weeks-tight pattern.</p><p><blockquote><h2><b>谷歌股票</b></h2>上周股市交易中,股价下跌 4.5%,至 2,845.64 点。谷歌股价收盘略低于 50 日线和 10 周移动平均线。MarketSmith 表示,股价已小幅回落至 2,925.17 的平基买入点下方。从四周紧张的模式来看,另一个入场点将是 3,019.43。</blockquote></p><p> Investors could use a rebound off the 50-day/10-week line as a possible entry. That's a good place to buy Long-Term Leaders stocks such as GOOGL.</p><p><blockquote>投资者可以将50天/10周线的反弹作为可能的入场点。这是购买GOOGL等长期龙头股的好地方。</blockquote></p><p> Google's relative strength line is going sideways, but is still near all-time highs. Its RS Rating is 88 out of a possible 99, while its EPS Rating is 98.</p><p><blockquote>谷歌的相对强势线正在横向移动,但仍接近历史高点。其 RS 评级为 88 分(满分 99 分),而每股收益评级为 98 分。</blockquote></p><p> Google beat Wall Street estimates for the third quarter. It had EPS of $27.99 vs. views for $23.48. Sales came in at $65.12 billion vs. estimates of $63.34 billion.</p><p><blockquote>谷歌第三季度业绩超出华尔街预期。它的每股收益为 27.99 美元,而浏览量为 23.48 美元。销售额为 651.2 亿美元,而预期为 633.4 亿美元。</blockquote></p><p> In a call with investors on Oct. 26, CEO Ruth Porat said Apple's privacy settings changes, which now ask iPhone users for explicit permission to track them, had a modest impact on YouTube revenue.</p><p><blockquote>在 10 月 26 日与投资者举行的看涨期权上,首席执行官露丝·波拉特 (Ruth Porat) 表示,苹果隐私设置的变化(现在要求 iPhone 用户获得跟踪他们的明确许可)对 YouTube 收入产生了适度影响。</blockquote></p><p> Google's ad revenue climbed 43% to $53.13 billion. That's up from $37.1 billion in the year-ago period and slightly higher than the prior quarter. YouTube ads rose to $7.21 billion, up from $5.04 billion last year.</p><p><blockquote>谷歌的广告收入攀升43%,达到531.3亿美元。这高于去年同期的 371 亿美元,略高于上一季度。YouTube 广告收入从去年的 50.4 亿美元增至 72.1 亿美元。</blockquote></p><p> <h2><b>Dell Stock</b></h2> Dell stock rose 2.1% to 56.18 last week. Shares now have a flat base with a 58.53 buy point. Dell stock bounced from its 50-day line on Thursday, flashing an early buy signal on strong earnings. But shares pulled back modestly Friday. Investors might now want to wait for Dell to get above Thursday's high of 58, or simply wait for a breakout.</p><p><blockquote><h2><b>戴尔股票</b></h2>戴尔股价上周上涨2.1%,至56.18点。目前股价基础持平,买入点为 58.53。戴尔股价周四从 50 日线反弹,因强劲盈利而发出提前买入信号。但周五股价小幅回落。投资者现在可能希望等待戴尔突破周四 58 点的高点,或者干脆等待突破。</blockquote></p><p> On Nov. 23, Dell reported third-quarter earnings of $2.37 a share, a year-over-year increase of 17%, on a 21% jump in sales to $28.39 billion, both above analyst views. </p><p><blockquote>11月23日,戴尔公布第三季度每股收益2.37美元,同比增长17%,销售额增长21%,达到283.9亿美元,均高于分析师的预期。</blockquote></p><p> It was Dell's best third quarter in its history, driven by growth in all business units, customer segments and geographies, as well as broad strength across commercial PCs, servers and storage, the company said in a written statement.</p><p><blockquote>该公司在一份书面声明中表示,这是戴尔历史上最好的第三季度,这得益于所有业务部门、客户细分市场和地区的增长,以及商用个人电脑、服务器和存储领域的广泛实力。</blockquote></p><p> Dell was Wednesday's IBD Stock Of The Day.</p><p><blockquote>戴尔是周三的 IBD 当日股票。</blockquote></p><p> Meanwhile, rival <b>HP</b> gapped out of a base Wednesday on its earnings.</p><p><blockquote>同时,竞争对手<b>惠普</b>周三其盈利跌破基数。</blockquote></p><p> <h2><b>Nucor Stock</b></h2> Shares rose 1% last week to 113.98. Nucor stock broke out past a cup-with-handle buy point of 119.42 on Nov. 22, but gave up most of that day's 6% gain by Friday's close. Its relative strength line is ticking downward but still near multiyear highs. Its RS Rating is 93, while its EPS Rating is 96.</p><p><blockquote><h2><b>纽柯股票</b></h2>股价上周上涨 1%,至 113.98。纽柯公司 (Nucor) 股价于 11 月 22 日突破了 119.42 的杯状买入点,但在周五收盘时回吐了当天 6% 的大部分涨幅。其相对强度线正在下降,但仍接近多年高点。其RS评级为93,每股收益评级为96。</blockquote></p><p> Steelmakers like Nucor have a had a stellar year supplying homebuilders in a record year and gearing up for massive infrastructure spending. IBD's Steel-Producers industry group has soared nearly 86% year to date.</p><p><blockquote>像纽柯这样的钢铁制造商在创纪录的一年里为房屋建筑商供货,并为大规模基础设施支出做好了准备。IBD 的钢铁生产商行业集团今年迄今已飙升近 86%。</blockquote></p><p> Nucor has had four straight quarters of triple-digit earnings growth and four quarters in a row of accelerating sales growth.</p><p><blockquote>纽柯公司已连续四个季度实现三位数盈利增长,并连续四个季度实现销售加速增长。</blockquote></p><p> Rival <b><a href=\"https://laohu8.com/S/STLD\">Steel Dynamics</a></b> broke out past a cup-with-handle buy point of 69.01 intraday on Nov. 22, but has since fallen below that buy point.</p><p><blockquote>对手<b><a href=\"https://laohu8.com/S/STLD\">Steel Dynamics</a></b>11 月 22 日盘中突破了 69.01 的带柄杯买点,但此后已跌破该买点。</blockquote></p><p> <h2><b>Invitation Homes Stock</b></h2> INVH stock broke out past a cup-with-handle buy point of 41.93 on Nov. 24, but retreated just below it on Friday. INVH stock edged up 0.6% to 41.15 for the week.</p><p><blockquote><h2><b>邀请家园股票</b></h2>INVH 股价于 11 月 24 日突破 41.93 的杯状买入点,但周五回落至略低于该买入点。INVH 股价本周小幅上涨 0.6%,至 41.15。</blockquote></p><p> Invitation Homes has an RS Rating of 93 and an EPS Rating of 96.</p><p><blockquote>邀请之家的RS评级为93,EPS评级为96。</blockquote></p><p> The recent housing boom isn't just helping homebuilders. As raw materials prices spike up and supplies remain tight, folks are delaying home buying or renting homes while renovations and new homes take longer to complete. That's pushed up rents across the board.</p><p><blockquote>最近的房地产繁荣不仅仅是帮助了房屋建筑商。随着原材料价格上涨和供应仍然紧张,人们推迟购房或租房,而装修和新房需要更长的时间才能完成。这全面推高了租金。</blockquote></p><p> As a result, Invitation Homes, the largest owner of rental homes in the U.S., has seen soaring demand. The company, a real estate investment trust, or REIT, owns more than 80,000 homes, which it rents out.</p><p><blockquote>因此,美国最大的租赁房屋所有者Invitation Homes的需求飙升。该公司是一家房地产投资信托基金(REIT),拥有超过 80,000 套房屋,并将其出租。</blockquote></p><p> In October, Invitation Homes reported better-than-expected Q3 results. The company was able to raise rents by 11% amid the housing shortage.</p><p><blockquote>10 月份,Invitation Homes 公布的第三季度业绩好于预期。在住房短缺的情况下,该公司能够将租金提高11%。</blockquote></p><p></p><p> <h2><b>Lam Research Stock</b></h2> Shares pulled back late last week, perhaps starting work on a handle. Chip-equipment maker Lam Research has been steadily moving toward a 673.90 buy point from a consolidation going back to early June or April. </p><p><blockquote><h2><b>林研究股票</b></h2>股价上周晚些时候回落,也许是开始着手处理。芯片设备制造商 Lam Research 从 6 月初或 4 月初的盘整开始,一直在稳步向 673.90 的买入点移动。</blockquote></p><p> Its relative strength line is rising again after several months of sideways movement. Lam's RS Rating is 80, while its EPS Rating is 94. The company has posted seven straight quarters of earnings and revenue growth, amid sky-high demand for its products across all industries.</p><p><blockquote>经过几个月的横盘整理,其相对强弱线再次上升。Lam 的 RS 评级为 80,每股收益评级为 94。由于各行各业对其产品的需求极高,该公司已连续七个季度实现盈利和收入增长。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.investors.com/news/google-dell-lead-five-diverse-stocks-near-buy-points/?src=A00519A=aflTigerBrokers\">ADELIA CELLINI LINECKER</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":{"GOOG":"谷歌","LRCX":"拉姆研究","DELL":"戴尔","INVH":"Invitation Homes Inc.","NUE":"纽柯钢铁"},"source_url":"https://www.investors.com/news/google-dell-lead-five-diverse-stocks-near-buy-points/?src=A00519A=aflTigerBrokers","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2186328547","content_text":"Google parent Alphabet, computer maker Dell Technologies, steelmaker Nucor, Chip-equipment maker Lam Research and rental-home investor Invitation Homes are five stocks to watch this week near buy points.\nThe recent plunges in many hot software stocks amid renewed sector rotation underscores the importance of having diversified leaders in your portfolio. But with the market selling off sharply Friday, this time led by energy and financial stocks, investors should be cautious about new buys.\nGoogle, Nucor stock and Invitation Homes have pulled back modestly below buy points. Dell stock has bounced from its 50-day line, and Lam Research is closing in on a buy point.\nGoogle stock and Nucor are on IBD Leaderboard. GOOGL stock also is on IBD Long-Term Leaders and the IBD 50. Dell is on SwingTrader.\nGoogle Stock\nShares fell 4.5% to 2,845.64 in last week's stock market trading. Google stock closed just below its 50-day line and 10-week moving average. Shares have retreated modestly below a flat-base buy point of 2,925.17, according to MarketSmith. An alternate entry would be 3,019.43 from a four-weeks-tight pattern.\nInvestors could use a rebound off the 50-day/10-week line as a possible entry. That's a good place to buy Long-Term Leaders stocks such as GOOGL.\nGoogle's relative strength line is going sideways, but is still near all-time highs. Its RS Rating is 88 out of a possible 99, while its EPS Rating is 98.\nGoogle beat Wall Street estimates for the third quarter. It had EPS of $27.99 vs. views for $23.48. Sales came in at $65.12 billion vs. estimates of $63.34 billion.\nIn a call with investors on Oct. 26, CEO Ruth Porat said Apple's privacy settings changes, which now ask iPhone users for explicit permission to track them, had a modest impact on YouTube revenue.\nGoogle's ad revenue climbed 43% to $53.13 billion. That's up from $37.1 billion in the year-ago period and slightly higher than the prior quarter. YouTube ads rose to $7.21 billion, up from $5.04 billion last year.\nDell Stock\nDell stock rose 2.1% to 56.18 last week. Shares now have a flat base with a 58.53 buy point. Dell stock bounced from its 50-day line on Thursday, flashing an early buy signal on strong earnings. But shares pulled back modestly Friday. Investors might now want to wait for Dell to get above Thursday's high of 58, or simply wait for a breakout.\nOn Nov. 23, Dell reported third-quarter earnings of $2.37 a share, a year-over-year increase of 17%, on a 21% jump in sales to $28.39 billion, both above analyst views. \nIt was Dell's best third quarter in its history, driven by growth in all business units, customer segments and geographies, as well as broad strength across commercial PCs, servers and storage, the company said in a written statement.\nDell was Wednesday's IBD Stock Of The Day.\nMeanwhile, rival HP gapped out of a base Wednesday on its earnings.\nNucor Stock\nShares rose 1% last week to 113.98. Nucor stock broke out past a cup-with-handle buy point of 119.42 on Nov. 22, but gave up most of that day's 6% gain by Friday's close. Its relative strength line is ticking downward but still near multiyear highs. Its RS Rating is 93, while its EPS Rating is 96.\nSteelmakers like Nucor have a had a stellar year supplying homebuilders in a record year and gearing up for massive infrastructure spending. IBD's Steel-Producers industry group has soared nearly 86% year to date.\nNucor has had four straight quarters of triple-digit earnings growth and four quarters in a row of accelerating sales growth.\nRival Steel Dynamics broke out past a cup-with-handle buy point of 69.01 intraday on Nov. 22, but has since fallen below that buy point.\nInvitation Homes Stock\nINVH stock broke out past a cup-with-handle buy point of 41.93 on Nov. 24, but retreated just below it on Friday. INVH stock edged up 0.6% to 41.15 for the week.\nInvitation Homes has an RS Rating of 93 and an EPS Rating of 96.\nThe recent housing boom isn't just helping homebuilders. As raw materials prices spike up and supplies remain tight, folks are delaying home buying or renting homes while renovations and new homes take longer to complete. That's pushed up rents across the board.\nAs a result, Invitation Homes, the largest owner of rental homes in the U.S., has seen soaring demand. The company, a real estate investment trust, or REIT, owns more than 80,000 homes, which it rents out.\nIn October, Invitation Homes reported better-than-expected Q3 results. The company was able to raise rents by 11% amid the housing shortage.\nLam Research Stock\nShares pulled back late last week, perhaps starting work on a handle. Chip-equipment maker Lam Research has been steadily moving toward a 673.90 buy point from a consolidation going back to early June or April. \nIts relative strength line is rising again after several months of sideways movement. Lam's RS Rating is 80, while its EPS Rating is 94. The company has posted seven straight quarters of earnings and revenue growth, amid sky-high demand for its products across all industries.","news_type":1,"symbols_score_info":{"NUE":0.9,"GOOG":0.9,"DELL":0.9,"INVH":0.9,"LRCX":0.9}},"isVote":1,"tweetType":1,"viewCount":1331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":889298510,"gmtCreate":1631149420430,"gmtModify":1631890333800,"author":{"id":"3573806944936951","authorId":"3573806944936951","name":"Leongny","avatar":"https://static.tigerbbs.com/4bd616003d6a60238752edde650d3e2d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573806944936951","authorIdStr":"3573806944936951"},"themes":[],"title":"","htmlText":"Buy tech ","listText":"Buy tech ","text":"Buy tech","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/889298510","repostId":"2166392072","repostType":4,"isVote":1,"tweetType":1,"viewCount":649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":843265136,"gmtCreate":1635833677692,"gmtModify":1635833677827,"author":{"id":"3573806944936951","authorId":"3573806944936951","name":"Leongny","avatar":"https://static.tigerbbs.com/4bd616003d6a60238752edde650d3e2d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573806944936951","authorIdStr":"3573806944936951"},"themes":[],"title":"","htmlText":"[Smile] ","listText":"[Smile] ","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/843265136","repostId":"2180061702","repostType":4,"isVote":1,"tweetType":1,"viewCount":855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826562271,"gmtCreate":1634039547095,"gmtModify":1634039547539,"author":{"id":"3573806944936951","authorId":"3573806944936951","name":"Leongny","avatar":"https://static.tigerbbs.com/4bd616003d6a60238752edde650d3e2d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573806944936951","authorIdStr":"3573806944936951"},"themes":[],"title":"","htmlText":"[Miser] ","listText":"[Miser] ","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/826562271","repostId":"1199301040","repostType":4,"repost":{"id":"1199301040","kind":"news","pubTimestamp":1634030030,"share":"https://www.laohunote.com/m/news/1199301040?lang=zh_CN&edition=full","pubTime":"2021-10-12 17:13","market":"us","language":"en","title":"As Shortages Rage, Here Are 14 Chip Stocks With at Least 30% Upside<blockquote>随着短缺肆虐,以下是 14 只至少有 30% 上涨空间的芯片股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199301040","media":"Barrons","summary":"The global semiconductor shortage that’s been a pain in many people’s necks throughout this year is going to last 2022. So as the saying goes: If you can’t beat them, join ’em.A lack of chips has led to shortages of products ranging from electronics and computers to cars and higher prices. However, on balance, the chip shortage hasn’t hurt the semiconductor sector. The iShares Semiconductor exchange-traded fund is up about 18% year to date, in line with comparable gains of the S&P 500.The secto","content":"<p>The global semiconductor shortage that’s been a pain in many people’s necks throughout this year is going to last 2022. So as the saying goes: If you can’t beat them, join ’em.</p><p><blockquote>今年一直困扰着许多人的全球半导体短缺问题将持续到 2022 年。俗话说:如果你打不过他们,就加入他们。</blockquote></p><p> A lack of chips has led to shortages of products ranging from electronics and computers to cars and higher prices. However, on balance, the chip shortage hasn’t hurt the semiconductor sector. The iShares Semiconductor exchange-traded fund (SOXX) is up about 18% year to date, in line with comparable gains of the S&P 500.</p><p><blockquote>芯片的缺乏导致了从电子产品、计算机到汽车等产品的短缺和价格上涨。不过,总的来说,芯片短缺并没有伤害半导体行业。iShares 半导体交易所交易基金 (SOXX) 今年迄今已上涨约 18%,与标普500的可比涨幅一致。</blockquote></p><p> The sector has kept up even as shares of the largest companies in the ETF— Intel (INTC) and Broadcom (AVGO)—have underperformed. That pair is up about 9% and 14% year to date, respectively, lagging behind the industry and broader market.</p><p><blockquote>尽管 ETF 中最大的公司——英特尔 (INTC) 和博通 (AVGO)——的股票表现不佳,但该行业仍保持上涨。今年迄今为止,这对股票分别上涨了约 9% 和 14%,落后于行业和大盘。</blockquote></p><p> The shortage isn’t going away soon. Only Monday, auto parts supplier Aptiv (APTV) cut sales and earnings guidance for 2021. About 3 million cars that were expected to be built and sold aren’t going to roll off assembly lines because of a lack of chips, the company said.</p><p><blockquote>短缺不会很快消失。就在周一,汽车零部件供应商安波福 (APTV) 下调了 2021 年的销售和盈利指引。该公司表示,由于缺乏芯片,预计将生产和销售的约 300 万辆汽车将无法下线。</blockquote></p><p> Investors can make the persisting shortage work for their portfolios by looking at Wall Street’s favorite chip-sector stocks. There are 14 stocks in the chip sector with above-average Buy-rating ratios and are trading with at least 30% upside compared with their average analyst target price.</p><p><blockquote>投资者可以通过关注华尔街最受欢迎的芯片板块股票,让持续的短缺对他们的投资组合有利。芯片行业有 14 只股票的买入评级比率高于平均水平,与分析师平均目标价相比,其交易空间至少为 30%。</blockquote></p><p> The 14 stocks, listed by descending order of upside, are: specialty gas services provider Ultra Clean (ticker: UCTT), wafer equipment makers FormFactor (FORM), processing materials company CMC Materials (CCMP), chip designer Cirrus Logic (CRUS), equipment maker MKS Instruments (MKSI), light-emitting diode technology company Universal Display (OLED), semi-test company ASE Technology (ASX), memory maker Micron Technology (MU), mobile chip giant Qualcomm (QCOM), semi test and robot equipment maker Teradyne (TER), chip fabrication giant Taiwan Semiconductor Manufacturing (TSM), mobile chip makers Skyworks Solutions (SWKS),Qorvo (QRVO), and equipment maker Lam Research (LRCX).</p><p><blockquote>这 14 只股票按上涨空间降序排列分别是:特种气体服务提供商 Ultra Clean(股票代码:UCTT)、晶圆设备制造商 FormFactor (FORM)、加工材料公司 CMC Materials (CCMP)、芯片设计商 Cirrus Logic (CRUS)、设备制造商 MKS Instruments (MKSI)、发光二极管技术公司 Universal Display (OLED)、半测试公司 ASE Technology (ASX)、存储器制造商美光科技 (MU)、移动芯片巨头高通 (QCOM)、半测试和机器人设备制造商泰瑞达 (TER)、芯片制造巨头台积电 (TSM)、移动芯片制造商 Skyworks Solutions (SWKS)、Qorvo (QRVO) 和设备制造商 Lam Research (LRCX)。</blockquote></p><p> <b>Chips With Upside</b></p><p><blockquote><b>有上涨空间的芯片</b></blockquote></p><p> The majority of analysts have Buy ratings on these chip stocks---and think shares can climb at least 30%.</p><p><blockquote>大多数分析师对这些芯片股给予买入评级,并认为股价至少可以上涨 30%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f37660bdc7f3e8b0df4bc6878b0341b0\" tg-width=\"1137\" tg-height=\"645\" referrerpolicy=\"no-referrer\"><span>Source: Bloomberg</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:彭博社</span></p></blockquote></p><p> The average Buy-rating ratio for the 14 stocks is about 75%. The average upside is almost 40%. Wall Street is more bullish today than it was a year ago. Before the chip shortage was daily news, the average upside for the group of 14 was about 12%.</p><p><blockquote>14只股票的平均买入评级比率约为75%。平均上涨空间接近40%。今天的华尔街比一年前更加乐观。在芯片短缺成为每日新闻之前,14 人集团的平均上涨空间约为 12%。</blockquote></p><p> Accelerating earnings growth is one reason for optimism. For the group, earnings are expected to grow about 18% a year on average, up from about 12% average annual growth posted over the past three years.</p><p><blockquote>盈利增长加速是乐观的原因之一。本集团的盈利预计平均每年增长约18%,高于过去三年约12%的平均年增长率。</blockquote></p><p> While these stocks in the chip sector look like they still have to run despite supply chain woes, a stock screen is just a starting point for more research.</p><p><blockquote>尽管供应链陷入困境,但芯片行业的这些股票看起来仍然必须运行,但股票筛选只是更多研究的起点。</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>As Shortages Rage, Here Are 14 Chip Stocks With at Least 30% Upside<blockquote>随着短缺肆虐,以下是 14 只至少有 30% 上涨空间的芯片股</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAs Shortages Rage, Here Are 14 Chip Stocks With at Least 30% Upside<blockquote>随着短缺肆虐,以下是 14 只至少有 30% 上涨空间的芯片股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-10-12 17:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The global semiconductor shortage that’s been a pain in many people’s necks throughout this year is going to last 2022. So as the saying goes: If you can’t beat them, join ’em.</p><p><blockquote>今年一直困扰着许多人的全球半导体短缺问题将持续到 2022 年。俗话说:如果你打不过他们,就加入他们。</blockquote></p><p> A lack of chips has led to shortages of products ranging from electronics and computers to cars and higher prices. However, on balance, the chip shortage hasn’t hurt the semiconductor sector. The iShares Semiconductor exchange-traded fund (SOXX) is up about 18% year to date, in line with comparable gains of the S&P 500.</p><p><blockquote>芯片的缺乏导致了从电子产品、计算机到汽车等产品的短缺和价格上涨。不过,总的来说,芯片短缺并没有伤害半导体行业。iShares 半导体交易所交易基金 (SOXX) 今年迄今已上涨约 18%,与标普500的可比涨幅一致。</blockquote></p><p> The sector has kept up even as shares of the largest companies in the ETF— Intel (INTC) and Broadcom (AVGO)—have underperformed. That pair is up about 9% and 14% year to date, respectively, lagging behind the industry and broader market.</p><p><blockquote>尽管 ETF 中最大的公司——英特尔 (INTC) 和博通 (AVGO)——的股票表现不佳,但该行业仍保持上涨。今年迄今为止,这对股票分别上涨了约 9% 和 14%,落后于行业和大盘。</blockquote></p><p> The shortage isn’t going away soon. Only Monday, auto parts supplier Aptiv (APTV) cut sales and earnings guidance for 2021. About 3 million cars that were expected to be built and sold aren’t going to roll off assembly lines because of a lack of chips, the company said.</p><p><blockquote>短缺不会很快消失。就在周一,汽车零部件供应商安波福 (APTV) 下调了 2021 年的销售和盈利指引。该公司表示,由于缺乏芯片,预计将生产和销售的约 300 万辆汽车将无法下线。</blockquote></p><p> Investors can make the persisting shortage work for their portfolios by looking at Wall Street’s favorite chip-sector stocks. There are 14 stocks in the chip sector with above-average Buy-rating ratios and are trading with at least 30% upside compared with their average analyst target price.</p><p><blockquote>投资者可以通过关注华尔街最受欢迎的芯片板块股票,让持续的短缺对他们的投资组合有利。芯片行业有 14 只股票的买入评级比率高于平均水平,与分析师平均目标价相比,其交易空间至少为 30%。</blockquote></p><p> The 14 stocks, listed by descending order of upside, are: specialty gas services provider Ultra Clean (ticker: UCTT), wafer equipment makers FormFactor (FORM), processing materials company CMC Materials (CCMP), chip designer Cirrus Logic (CRUS), equipment maker MKS Instruments (MKSI), light-emitting diode technology company Universal Display (OLED), semi-test company ASE Technology (ASX), memory maker Micron Technology (MU), mobile chip giant Qualcomm (QCOM), semi test and robot equipment maker Teradyne (TER), chip fabrication giant Taiwan Semiconductor Manufacturing (TSM), mobile chip makers Skyworks Solutions (SWKS),Qorvo (QRVO), and equipment maker Lam Research (LRCX).</p><p><blockquote>这 14 只股票按上涨空间降序排列分别是:特种气体服务提供商 Ultra Clean(股票代码:UCTT)、晶圆设备制造商 FormFactor (FORM)、加工材料公司 CMC Materials (CCMP)、芯片设计商 Cirrus Logic (CRUS)、设备制造商 MKS Instruments (MKSI)、发光二极管技术公司 Universal Display (OLED)、半测试公司 ASE Technology (ASX)、存储器制造商美光科技 (MU)、移动芯片巨头高通 (QCOM)、半测试和机器人设备制造商泰瑞达 (TER)、芯片制造巨头台积电 (TSM)、移动芯片制造商 Skyworks Solutions (SWKS)、Qorvo (QRVO) 和设备制造商 Lam Research (LRCX)。</blockquote></p><p> <b>Chips With Upside</b></p><p><blockquote><b>有上涨空间的芯片</b></blockquote></p><p> The majority of analysts have Buy ratings on these chip stocks---and think shares can climb at least 30%.</p><p><blockquote>大多数分析师对这些芯片股给予买入评级,并认为股价至少可以上涨 30%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f37660bdc7f3e8b0df4bc6878b0341b0\" tg-width=\"1137\" tg-height=\"645\" referrerpolicy=\"no-referrer\"><span>Source: Bloomberg</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:彭博社</span></p></blockquote></p><p> The average Buy-rating ratio for the 14 stocks is about 75%. The average upside is almost 40%. Wall Street is more bullish today than it was a year ago. Before the chip shortage was daily news, the average upside for the group of 14 was about 12%.</p><p><blockquote>14只股票的平均买入评级比率约为75%。平均上涨空间接近40%。今天的华尔街比一年前更加乐观。在芯片短缺成为每日新闻之前,14 人集团的平均上涨空间约为 12%。</blockquote></p><p> Accelerating earnings growth is one reason for optimism. For the group, earnings are expected to grow about 18% a year on average, up from about 12% average annual growth posted over the past three years.</p><p><blockquote>盈利增长加速是乐观的原因之一。本集团的盈利预计平均每年增长约18%,高于过去三年约12%的平均年增长率。</blockquote></p><p> While these stocks in the chip sector look like they still have to run despite supply chain woes, a stock screen is just a starting point for more research.</p><p><blockquote>尽管供应链陷入困境,但芯片行业的这些股票看起来仍然必须运行,但股票筛选只是更多研究的起点。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/chip-shortage-stocks-with-upside-51633993513?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":{"TSM":"台积电","SWKS":"思佳讯","TER":"泰瑞达","UCTT":"超科林半导体","OLED":"Universal Display Corporation","QCOM":"高通","CRUS":"凌云半导体","LRCX":"拉姆研究","NVDA":"英伟达","ASX":"日月光半导体","AMD":"美国超微公司","FORM":"FormFactor","MU":"美光科技","QRVO":"Qorvo, Inc."},"source_url":"https://www.barrons.com/articles/chip-shortage-stocks-with-upside-51633993513?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199301040","content_text":"The global semiconductor shortage that’s been a pain in many people’s necks throughout this year is going to last 2022. So as the saying goes: If you can’t beat them, join ’em.\nA lack of chips has led to shortages of products ranging from electronics and computers to cars and higher prices. However, on balance, the chip shortage hasn’t hurt the semiconductor sector. The iShares Semiconductor exchange-traded fund (SOXX) is up about 18% year to date, in line with comparable gains of the S&P 500.\nThe sector has kept up even as shares of the largest companies in the ETF— Intel (INTC) and Broadcom (AVGO)—have underperformed. That pair is up about 9% and 14% year to date, respectively, lagging behind the industry and broader market.\nThe shortage isn’t going away soon. Only Monday, auto parts supplier Aptiv (APTV) cut sales and earnings guidance for 2021. About 3 million cars that were expected to be built and sold aren’t going to roll off assembly lines because of a lack of chips, the company said.\nInvestors can make the persisting shortage work for their portfolios by looking at Wall Street’s favorite chip-sector stocks. There are 14 stocks in the chip sector with above-average Buy-rating ratios and are trading with at least 30% upside compared with their average analyst target price.\nThe 14 stocks, listed by descending order of upside, are: specialty gas services provider Ultra Clean (ticker: UCTT), wafer equipment makers FormFactor (FORM), processing materials company CMC Materials (CCMP), chip designer Cirrus Logic (CRUS), equipment maker MKS Instruments (MKSI), light-emitting diode technology company Universal Display (OLED), semi-test company ASE Technology (ASX), memory maker Micron Technology (MU), mobile chip giant Qualcomm (QCOM), semi test and robot equipment maker Teradyne (TER), chip fabrication giant Taiwan Semiconductor Manufacturing (TSM), mobile chip makers Skyworks Solutions (SWKS),Qorvo (QRVO), and equipment maker Lam Research (LRCX).\nChips With Upside\nThe majority of analysts have Buy ratings on these chip stocks---and think shares can climb at least 30%.\nSource: Bloomberg\nThe average Buy-rating ratio for the 14 stocks is about 75%. The average upside is almost 40%. Wall Street is more bullish today than it was a year ago. Before the chip shortage was daily news, the average upside for the group of 14 was about 12%.\nAccelerating earnings growth is one reason for optimism. For the group, earnings are expected to grow about 18% a year on average, up from about 12% average annual growth posted over the past three years.\nWhile these stocks in the chip sector look like they still have to run despite supply chain woes, a stock screen is just a starting point for more research.","news_type":1,"symbols_score_info":{"QRVO":0.9,"CRUS":0.9,"TER":0.9,"MU":0.9,"MLSIF":0.9,"UCTT":0.9,"CCMP":0.9,"OLED":0.9,"FORM":0.9,"LRCX":0.9,"AMD":0.9,"QCOM":0.9,"NVDA":0.9,"TSM":0.9,"SWKS":0.9,"ASX":0.9}},"isVote":1,"tweetType":1,"viewCount":830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":115533322,"gmtCreate":1623021931166,"gmtModify":1634096264006,"author":{"id":"3573806944936951","authorId":"3573806944936951","name":"Leongny","avatar":"https://static.tigerbbs.com/4bd616003d6a60238752edde650d3e2d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573806944936951","authorIdStr":"3573806944936951"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/115533322","repostId":"2141926289","repostType":4,"isVote":1,"tweetType":1,"viewCount":560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350748344,"gmtCreate":1616294172788,"gmtModify":1634526470274,"author":{"id":"3573806944936951","authorId":"3573806944936951","name":"Leongny","avatar":"https://static.tigerbbs.com/4bd616003d6a60238752edde650d3e2d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573806944936951","authorIdStr":"3573806944936951"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/350748344","repostId":"1117450855","repostType":4,"repost":{"id":"1117450855","kind":"news","pubTimestamp":1616166767,"share":"https://www.laohunote.com/m/news/1117450855?lang=zh_CN&edition=full","pubTime":"2021-03-19 23:12","market":"us","language":"en","title":"Powell says Fed will keep supporting economy ‘for as long as it takes’<blockquote>鲍威尔表示美联储将“只要需要”就继续支持经济</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1117450855","media":"marketwatch","summary":"Outlook is brightening, but recovery ‘far from complete,’ Fed chairman says in WSJ op-ed.Federal Reserve Chairman Jerome Powell on Friday said that while the U.S. economic outlook is “brightening,” the recovery is “far from complete.”In an op-ed published in the Wall Street Journal,Powell recounted the moment last February when he realized that the coronavirus pandemic would sweep across the country.“The danger to the U.S. economy was grave. The challenge was to limit the severity and duration o","content":"<p> <b>Outlook is brightening, but recovery ‘far from complete,’ Fed chairman says in WSJ op-ed.</b> Federal Reserve Chairman Jerome Powell on Friday said that while the U.S. economic outlook is “brightening,” the recovery is “far from complete.”</p><p><blockquote><b>美联储主席在《华尔街日报》专栏中表示,前景一片光明,但复苏 “还远未完成”。</b>美联储主席杰罗姆-鲍威尔(Jerome Powell)周五表示,虽然美国经济前景 “一片光明”,但复苏 “还远未完成”。</blockquote></p><p> In an op-ed published in the Wall Street Journal,Powell recounted the moment last February when he realized that the coronavirus pandemic would sweep across the country.</p><p><blockquote>在《华尔街日报》发表的一篇专栏文章中, 鲍威尔讲述了去年2月他意识到冠状病毒大流行将席卷全国的那一刻。</blockquote></p><p> “The danger to the U.S. economy was grave. The challenge was to limit the severity and duration of the fallout to avoid longer-run damage,” he said.</p><p><blockquote>“他说:”美国经济面临的危险是严重的。面临的挑战是限制影响的严重程度和持续时间,以避免造成长期损害。</blockquote></p><p> Powell and his colleagues engineered a rapid response to the crisis, based on the lesson learned from slow recovery to the Great Recession of 2008-2009 that swift action might have been better.</p><p><blockquote>鲍威尔和他的同事们根据从2008-2009年大衰退的缓慢复苏中吸取的教训,迅速采取行动可能会更好。</blockquote></p><p> The central bank quickly slashed its policy interest rate to zero and launched an open-ended asset purchase program known as quantitative easing.</p><p><blockquote>央行迅速将政策利率削减至零,并启动了被称为量化宽松的开放式资产购买计划。</blockquote></p><p> With economists penciling in strong growth for 2021 and more Americans getting vaccinated every day, financial markets are wondering how long Fed support will last.</p><p><blockquote>随着经济学家预测 2021 年经济将强劲增长,并且每天都有越来越多的美国人接种疫苗,金融市场想知道美联储的支持将持续多久。</blockquote></p><p> In the op-ed, Powell said the situation “is much improved.”</p><p><blockquote>鲍威尔在专栏文章中说,情况 “有了很大改善”。</blockquote></p><p> “But the recovery is far from complete, so at the Fed we will continue to provide the economy with the support that it needs for as long as it takes,” Powell said.</p><p><blockquote>“鲍威尔说:”但复苏还远未完成,因此在美联储,我们将继续为经济提供所需的支持。</blockquote></p><p> “I truly believe that we will emerge from this crisis stronger and better, as we have done so often before,” he said.</p><p><blockquote>“他说:”我真的相信,我们会像以前经常做的那样,从这场危机中走出来,变得更强大、更好。</blockquote></p><p> On Wednesday, the Fed recommitted to its easy money policy stance at its latest policy meeting despite a forecast for stronger economic growth and higher inflation this year.</p><p><blockquote>周三,美联储在最近一次政策会议上重申了其宽松货币政策立场,尽管预测今年经济增长将更加强劲,通胀将上升。</blockquote></p><p> The Fed chairman did not mention the outlook for inflation in his Friday article . Many on Wall Street are worried that the economy will overheat before the Fed pulls back its easy policy stance.</p><p><blockquote>美联储主席在周五的文章中没有提及通胀前景。华尔街许多人担心,在美联储收回宽松政策立场之前,经济将过热。</blockquote></p><p> Yields on the 10-year Treasury noteTMUBMUSD10Y,1.734%have risen to 1.73% this week after starting the year below 1%.</p><p><blockquote>10 年期国库券 MUBMUSD10Y,1.734% 的收益率在年初低于 1% 后,本周升至 1.73%。</blockquote></p><p> Stocks were trading lower on Friday, with the Dow Jones Industrial AverageDJIA,-0.71%down 187 points in mid-morning trading.</p><p><blockquote>周五股市走低,道琼斯工业平均指数在上午交易中下跌-0.71%,下跌187点。</blockquote></p><p></p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Powell says Fed will keep supporting economy ‘for as long as it takes’<blockquote>鲍威尔表示美联储将“只要需要”就继续支持经济</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\">\nPowell says Fed will keep supporting economy ‘for as long as it takes’<blockquote>鲍威尔表示美联储将“只要需要”就继续支持经济</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">marketwatch</strong><span class=\"h-time small\">2021-03-19 23:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p> <b>Outlook is brightening, but recovery ‘far from complete,’ Fed chairman says in WSJ op-ed.</b> Federal Reserve Chairman Jerome Powell on Friday said that while the U.S. economic outlook is “brightening,” the recovery is “far from complete.”</p><p><blockquote><b>美联储主席在《华尔街日报》专栏中表示,前景一片光明,但复苏 “还远未完成”。</b>美联储主席杰罗姆-鲍威尔(Jerome Powell)周五表示,虽然美国经济前景 “一片光明”,但复苏 “还远未完成”。</blockquote></p><p> In an op-ed published in the Wall Street Journal,Powell recounted the moment last February when he realized that the coronavirus pandemic would sweep across the country.</p><p><blockquote>在《华尔街日报》发表的一篇专栏文章中, 鲍威尔讲述了去年2月他意识到冠状病毒大流行将席卷全国的那一刻。</blockquote></p><p> “The danger to the U.S. economy was grave. The challenge was to limit the severity and duration of the fallout to avoid longer-run damage,” he said.</p><p><blockquote>“他说:”美国经济面临的危险是严重的。面临的挑战是限制影响的严重程度和持续时间,以避免造成长期损害。</blockquote></p><p> Powell and his colleagues engineered a rapid response to the crisis, based on the lesson learned from slow recovery to the Great Recession of 2008-2009 that swift action might have been better.</p><p><blockquote>鲍威尔和他的同事们根据从2008-2009年大衰退的缓慢复苏中吸取的教训,迅速采取行动可能会更好。</blockquote></p><p> The central bank quickly slashed its policy interest rate to zero and launched an open-ended asset purchase program known as quantitative easing.</p><p><blockquote>央行迅速将政策利率削减至零,并启动了被称为量化宽松的开放式资产购买计划。</blockquote></p><p> With economists penciling in strong growth for 2021 and more Americans getting vaccinated every day, financial markets are wondering how long Fed support will last.</p><p><blockquote>随着经济学家预测 2021 年经济将强劲增长,并且每天都有越来越多的美国人接种疫苗,金融市场想知道美联储的支持将持续多久。</blockquote></p><p> In the op-ed, Powell said the situation “is much improved.”</p><p><blockquote>鲍威尔在专栏文章中说,情况 “有了很大改善”。</blockquote></p><p> “But the recovery is far from complete, so at the Fed we will continue to provide the economy with the support that it needs for as long as it takes,” Powell said.</p><p><blockquote>“鲍威尔说:”但复苏还远未完成,因此在美联储,我们将继续为经济提供所需的支持。</blockquote></p><p> “I truly believe that we will emerge from this crisis stronger and better, as we have done so often before,” he said.</p><p><blockquote>“他说:”我真的相信,我们会像以前经常做的那样,从这场危机中走出来,变得更强大、更好。</blockquote></p><p> On Wednesday, the Fed recommitted to its easy money policy stance at its latest policy meeting despite a forecast for stronger economic growth and higher inflation this year.</p><p><blockquote>周三,美联储在最近一次政策会议上重申了其宽松货币政策立场,尽管预测今年经济增长将更加强劲,通胀将上升。</blockquote></p><p> The Fed chairman did not mention the outlook for inflation in his Friday article . Many on Wall Street are worried that the economy will overheat before the Fed pulls back its easy policy stance.</p><p><blockquote>美联储主席在周五的文章中没有提及通胀前景。华尔街许多人担心,在美联储收回宽松政策立场之前,经济将过热。</blockquote></p><p> Yields on the 10-year Treasury noteTMUBMUSD10Y,1.734%have risen to 1.73% this week after starting the year below 1%.</p><p><blockquote>10 年期国库券 MUBMUSD10Y,1.734% 的收益率在年初低于 1% 后,本周升至 1.73%。</blockquote></p><p> Stocks were trading lower on Friday, with the Dow Jones Industrial AverageDJIA,-0.71%down 187 points in mid-morning trading.</p><p><blockquote>周五股市走低,道琼斯工业平均指数在上午交易中下跌-0.71%,下跌187点。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/powell-says-fed-will-keep-supporting-economy-for-as-long-as-it-takes-11616165178?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":{},"source_url":"https://www.marketwatch.com/story/powell-says-fed-will-keep-supporting-economy-for-as-long-as-it-takes-11616165178?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1117450855","content_text":"Outlook is brightening, but recovery ‘far from complete,’ Fed chairman says in WSJ op-ed.\n\nFederal Reserve Chairman Jerome Powell on Friday said that while the U.S. economic outlook is “brightening,” the recovery is “far from complete.”\nIn an op-ed published in the Wall Street Journal,Powell recounted the moment last February when he realized that the coronavirus pandemic would sweep across the country.\n“The danger to the U.S. economy was grave. The challenge was to limit the severity and duration of the fallout to avoid longer-run damage,” he said.\nPowell and his colleagues engineered a rapid response to the crisis, based on the lesson learned from slow recovery to the Great Recession of 2008-2009 that swift action might have been better.\nThe central bank quickly slashed its policy interest rate to zero and launched an open-ended asset purchase program known as quantitative easing.\nWith economists penciling in strong growth for 2021 and more Americans getting vaccinated every day, financial markets are wondering how long Fed support will last.\nIn the op-ed, Powell said the situation “is much improved.”\n“But the recovery is far from complete, so at the Fed we will continue to provide the economy with the support that it needs for as long as it takes,” Powell said.\n“I truly believe that we will emerge from this crisis stronger and better, as we have done so often before,” he said.\nOn Wednesday, the Fed recommitted to its easy money policy stance at its latest policy meeting despite a forecast for stronger economic growth and higher inflation this year.\nThe Fed chairman did not mention the outlook for inflation in his Friday article . Many on Wall Street are worried that the economy will overheat before the Fed pulls back its easy policy stance.\nYields on the 10-year Treasury noteTMUBMUSD10Y,1.734%have risen to 1.73% this week after starting the year below 1%.\nStocks were trading lower on Friday, with the Dow Jones Industrial AverageDJIA,-0.71%down 187 points in mid-morning trading.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":691,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":847513837,"gmtCreate":1636534511178,"gmtModify":1636534707583,"author":{"id":"3573806944936951","authorId":"3573806944936951","name":"Leongny","avatar":"https://static.tigerbbs.com/4bd616003d6a60238752edde650d3e2d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573806944936951","authorIdStr":"3573806944936951"},"themes":[],"title":"","htmlText":"Ambitious! Looking forward![Wow] ","listText":"Ambitious! Looking forward![Wow] ","text":"Ambitious! Looking forward![Wow]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/847513837","repostId":"1124046519","repostType":4,"isVote":1,"tweetType":1,"viewCount":1071,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827835752,"gmtCreate":1634440896596,"gmtModify":1634440897040,"author":{"id":"3573806944936951","authorId":"3573806944936951","name":"Leongny","avatar":"https://static.tigerbbs.com/4bd616003d6a60238752edde650d3e2d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573806944936951","authorIdStr":"3573806944936951"},"themes":[],"title":"","htmlText":"Ohh","listText":"Ohh","text":"Ohh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/827835752","repostId":"2175112192","repostType":4,"isVote":1,"tweetType":1,"viewCount":884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864694343,"gmtCreate":1633096115193,"gmtModify":1633096128946,"author":{"id":"3573806944936951","authorId":"3573806944936951","name":"Leongny","avatar":"https://static.tigerbbs.com/4bd616003d6a60238752edde650d3e2d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573806944936951","authorIdStr":"3573806944936951"},"themes":[],"title":"","htmlText":"[Happy] ","listText":"[Happy] ","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864694343","repostId":"1145898013","repostType":4,"repost":{"id":"1145898013","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":1633095114,"share":"https://www.laohunote.com/m/news/1145898013?lang=zh_CN&edition=full","pubTime":"2021-10-01 21:31","market":"us","language":"en","title":"Stocks rebound to start October on Merck’s promising oral Covid pill<blockquote>由于默克公司前景光明的口服 Covid 药丸,股市在 10 月初反弹</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1145898013","media":"Tiger Newspress","summary":"WASHINGTON(Reuters)-U.S. consumer spending increased more than expected in August, but a downward re","content":"<p>WASHINGTON(Reuters)-U.S. consumer spending increased more than expected in August, but a downward revision to July data kept intact expectations that economic growth slowed in the third quarter as a resurgence in COVID-19 infections curbed demand for services.</p><p><blockquote>华盛顿(路透社)-美国。8 月份消费者支出增幅超出预期,但对 7 月份数据的下调保持了对第三季度经济增长放缓的预期,因为 COVID-19 感染的死灰复燃抑制了服务需求。</blockquote></p><p> Dow added 260 points, or 0.8%. The S&P 500 and the Nasdaq Composite rose 0.5% and 0.2%, respectively.<img src=\"https://static.tigerbbs.com/0651731f7c9f3c7130af900f3a9a0f3a\" tg-width=\"1352\" tg-height=\"448\" referrerpolicy=\"no-referrer\">Shares of Dow member Merck<a href=\"https://laohu8.com/S/MRK\">$(MRK)$</a> jumped 8% after the drug maker and Ridgeback Biotherapeuticssaid their oral antiviral treatment for Covid-19reduced the risk of hospitalization or death by 50% for patients with mild or moderate cases. The companies plan to seek emergency authorization for the treatment.The Commerce Department said on Friday that consumer spending, which accounts for more than two-thirds of U.S. economic activity, rebounded 0.8% in August, shrugging off declining motor vehicle sales caused by a global shortage of semiconductors, which is undercutting the production of automobiles.</p><p><blockquote>道琼斯指数上涨 260 点,涨幅 0.8%。标普500和纳斯达克综合指数分别上涨0.5%和0.2%。道指成员默克公司的股票<a href=\"https://laohu8.com/S/MRK\">$(MRK)$</a>该制药商和 Ridgeback Biotherapeutics 表示,他们针对 COVID-19 的口服抗病毒治疗可将轻度或中度病例患者的住院或死亡风险降低 50%,股价上涨 8%。两家公司计划寻求治疗的紧急授权。美国商务部周五表示,占美国经济活动三分之二以上的消费者支出8月份反弹0.8%,对全球半导体短缺导致的汽车销量下降不屑一顾,半导体短缺正在削弱汽车产量。</blockquote></p><p> The new drug from Merck appeared to boost travel stocks. Shares of Royal Caribbean and Las Vegas Sands added more than 1% in premarket trading. Southwest Airlines led a gain in airline stocks after JPMorganupgraded the stockand said most of the group was worth buying for a trade.</p><p><blockquote>默克公司的新药似乎提振了旅游股。皇家加勒比和拉斯维加斯金沙的股价在盘前交易中上涨超过 1%。在摩根大通上调西南航空公司股票评级并表示该集团的大部分股票值得买入后,西南航空公司领涨航空股。</blockquote></p><p> The 10-year Treasury yield fell back below 1.50% in early trading. Futures on the tech-heavy Nasdaq went into the green as yields fell.</p><p><blockquote>10年期国债收益率早盘回落至1.50%以下。随着收益率下降,科技含量高的纳斯达克期货上涨。</blockquote></p><p> The market just capped a tumultuous September as inflation fears, slowing growth and rising rates kept investors on edge. The S&P 500 finished the month down 4.8%, breaking a seven-month winning streak. The Dow and the Nasdaq Composite fell 4.3% and 5.3%, respectively, suffering their worst months of the year.</p><p><blockquote>由于通胀担忧、增长放缓和利率上升让投资者提心吊胆,市场刚刚结束了动荡的九月。标普500本月收盘下跌 4.8%,打破了七个月的连胜纪录。道琼斯指数和纳斯达克综合指数分别下跌 4.3% 和 5.3%,遭遇今年最糟糕的几个月。</blockquote></p><p> “A combination of slowing growth, less accommodative monetary policy, China headwinds, fading fiscal stimulus, and nagging supply chain bottlenecks all conspired to weigh on investor sentiment as we head into fall and 4Q21,” Chris Hussey, a managing director at Goldman Sachs, said in a note.</p><p><blockquote>“高盛(Goldman Sachs)董事总经理赫西(Chris Hussey)在一份报告中说:”在我们进入秋季和2021年第四季度之际,经济增长放缓、货币政策不太宽松、中国逆风、财政刺激措施逐渐消退以及供应链瓶颈挥之不去,这些因素共同打压了投资者的情绪。</blockquote></p><p> Consumer spending grew at a robust 12.0% annualized rate in the second quarter, accounting for much of the economy's 6.7% growth pace, which raised the level of gross domestic product above its peak in the fourth quarter of 2019. Growth estimates for the third quarter are below a 5.0% rate.</p><p><blockquote>第二季度消费者支出年化率强劲增长12.0%,占经济6.7%增长率的很大一部分,这使得国内生产总值水平超过了2019年第四季度的峰值。第三季度的增长预期低于 5.0%。</blockquote></p><p> \"Consumer momentum should improve in the months ahead, driving the economy closer to a full post-pandemic recovery and keeping inflation hot,\" said David Kelly, chief global strategist at JPMorgan Funds in New York.</p><p><blockquote>摩根大通基金驻纽约首席全球策略师大卫·凯利表示:“未来几个月,消费者势头应该会有所改善,推动经济更接近大流行后的全面复苏,并保持通胀强劲。”</blockquote></p><p> Inflation maintained its upward trend in August. The personal consumption expenditures (PCE) price index, excluding the volatile food and energy components, climbed 0.3% after increasing by the same margin in July.</p><p><blockquote>8月份通胀保持上升趋势。个人消费支出 (PCE) 价格指数(不包括波动较大的食品和能源成分)继 7 月份增长相同幅度后,上涨 0.3%。</blockquote></p><p> In the 12 months through August, the so-called core PCE price index increased 3.6%, matching July's gain.</p><p><blockquote>在截至8月份的12个月中,所谓的核心PCE价格指数上涨了3.6%,与7月份的涨幅持平。</blockquote></p><p> The core PCE price index is the Federal Reserve's preferred inflation measure for its flexible 2% target. The Fed last week upgraded its core PCE inflation projection for this year to 3.7% from 3.0% back in June.</p><p><blockquote>核心 PCE 价格指数是美联储实现其灵活 2% 目标的首选通胀指标。美联储上周将今年核心个人消费支出通胀预测从6月份的3.0%上调至3.7%。</blockquote></p><p> The U.S. central bank said it would likely begin reducing its monthly bond purchases as soon as November and signaled interest rate increases may follow more quickly than expected.</p><p><blockquote>美国央行表示,最早可能在 11 月开始减少每月债券购买量,并暗示加息速度可能会比预期更快。</blockquote></p><p> Fed Chair Jerome Powell told lawmakers on Thursday that he anticipated some relief from high inflation in the months ahead.</p><p><blockquote>美联储主席杰罗姆·鲍威尔周四对立法者表示,他预计未来几个月高通胀将有所缓解。</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>Stocks rebound to start October on Merck’s promising oral Covid pill<blockquote>由于默克公司前景光明的口服 Covid 药丸,股市在 10 月初反弹</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\">\nStocks rebound to start October on Merck’s promising oral Covid pill<blockquote>由于默克公司前景光明的口服 Covid 药丸,股市在 10 月初反弹</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-01 21:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>WASHINGTON(Reuters)-U.S. consumer spending increased more than expected in August, but a downward revision to July data kept intact expectations that economic growth slowed in the third quarter as a resurgence in COVID-19 infections curbed demand for services.</p><p><blockquote>华盛顿(路透社)-美国。8 月份消费者支出增幅超出预期,但对 7 月份数据的下调保持了对第三季度经济增长放缓的预期,因为 COVID-19 感染的死灰复燃抑制了服务需求。</blockquote></p><p> Dow added 260 points, or 0.8%. The S&P 500 and the Nasdaq Composite rose 0.5% and 0.2%, respectively.<img src=\"https://static.tigerbbs.com/0651731f7c9f3c7130af900f3a9a0f3a\" tg-width=\"1352\" tg-height=\"448\" referrerpolicy=\"no-referrer\">Shares of Dow member Merck<a href=\"https://laohu8.com/S/MRK\">$(MRK)$</a> jumped 8% after the drug maker and Ridgeback Biotherapeuticssaid their oral antiviral treatment for Covid-19reduced the risk of hospitalization or death by 50% for patients with mild or moderate cases. The companies plan to seek emergency authorization for the treatment.The Commerce Department said on Friday that consumer spending, which accounts for more than two-thirds of U.S. economic activity, rebounded 0.8% in August, shrugging off declining motor vehicle sales caused by a global shortage of semiconductors, which is undercutting the production of automobiles.</p><p><blockquote>道琼斯指数上涨 260 点,涨幅 0.8%。标普500和纳斯达克综合指数分别上涨0.5%和0.2%。道指成员默克公司的股票<a href=\"https://laohu8.com/S/MRK\">$(MRK)$</a>该制药商和 Ridgeback Biotherapeutics 表示,他们针对 COVID-19 的口服抗病毒治疗可将轻度或中度病例患者的住院或死亡风险降低 50%,股价上涨 8%。两家公司计划寻求治疗的紧急授权。美国商务部周五表示,占美国经济活动三分之二以上的消费者支出8月份反弹0.8%,对全球半导体短缺导致的汽车销量下降不屑一顾,半导体短缺正在削弱汽车产量。</blockquote></p><p> The new drug from Merck appeared to boost travel stocks. Shares of Royal Caribbean and Las Vegas Sands added more than 1% in premarket trading. Southwest Airlines led a gain in airline stocks after JPMorganupgraded the stockand said most of the group was worth buying for a trade.</p><p><blockquote>默克公司的新药似乎提振了旅游股。皇家加勒比和拉斯维加斯金沙的股价在盘前交易中上涨超过 1%。在摩根大通上调西南航空公司股票评级并表示该集团的大部分股票值得买入后,西南航空公司领涨航空股。</blockquote></p><p> The 10-year Treasury yield fell back below 1.50% in early trading. Futures on the tech-heavy Nasdaq went into the green as yields fell.</p><p><blockquote>10年期国债收益率早盘回落至1.50%以下。随着收益率下降,科技含量高的纳斯达克期货上涨。</blockquote></p><p> The market just capped a tumultuous September as inflation fears, slowing growth and rising rates kept investors on edge. The S&P 500 finished the month down 4.8%, breaking a seven-month winning streak. The Dow and the Nasdaq Composite fell 4.3% and 5.3%, respectively, suffering their worst months of the year.</p><p><blockquote>由于通胀担忧、增长放缓和利率上升让投资者提心吊胆,市场刚刚结束了动荡的九月。标普500本月收盘下跌 4.8%,打破了七个月的连胜纪录。道琼斯指数和纳斯达克综合指数分别下跌 4.3% 和 5.3%,遭遇今年最糟糕的几个月。</blockquote></p><p> “A combination of slowing growth, less accommodative monetary policy, China headwinds, fading fiscal stimulus, and nagging supply chain bottlenecks all conspired to weigh on investor sentiment as we head into fall and 4Q21,” Chris Hussey, a managing director at Goldman Sachs, said in a note.</p><p><blockquote>“高盛(Goldman Sachs)董事总经理赫西(Chris Hussey)在一份报告中说:”在我们进入秋季和2021年第四季度之际,经济增长放缓、货币政策不太宽松、中国逆风、财政刺激措施逐渐消退以及供应链瓶颈挥之不去,这些因素共同打压了投资者的情绪。</blockquote></p><p> Consumer spending grew at a robust 12.0% annualized rate in the second quarter, accounting for much of the economy's 6.7% growth pace, which raised the level of gross domestic product above its peak in the fourth quarter of 2019. Growth estimates for the third quarter are below a 5.0% rate.</p><p><blockquote>第二季度消费者支出年化率强劲增长12.0%,占经济6.7%增长率的很大一部分,这使得国内生产总值水平超过了2019年第四季度的峰值。第三季度的增长预期低于 5.0%。</blockquote></p><p> \"Consumer momentum should improve in the months ahead, driving the economy closer to a full post-pandemic recovery and keeping inflation hot,\" said David Kelly, chief global strategist at JPMorgan Funds in New York.</p><p><blockquote>摩根大通基金驻纽约首席全球策略师大卫·凯利表示:“未来几个月,消费者势头应该会有所改善,推动经济更接近大流行后的全面复苏,并保持通胀强劲。”</blockquote></p><p> Inflation maintained its upward trend in August. The personal consumption expenditures (PCE) price index, excluding the volatile food and energy components, climbed 0.3% after increasing by the same margin in July.</p><p><blockquote>8月份通胀保持上升趋势。个人消费支出 (PCE) 价格指数(不包括波动较大的食品和能源成分)继 7 月份增长相同幅度后,上涨 0.3%。</blockquote></p><p> In the 12 months through August, the so-called core PCE price index increased 3.6%, matching July's gain.</p><p><blockquote>在截至8月份的12个月中,所谓的核心PCE价格指数上涨了3.6%,与7月份的涨幅持平。</blockquote></p><p> The core PCE price index is the Federal Reserve's preferred inflation measure for its flexible 2% target. The Fed last week upgraded its core PCE inflation projection for this year to 3.7% from 3.0% back in June.</p><p><blockquote>核心 PCE 价格指数是美联储实现其灵活 2% 目标的首选通胀指标。美联储上周将今年核心个人消费支出通胀预测从6月份的3.0%上调至3.7%。</blockquote></p><p> The U.S. central bank said it would likely begin reducing its monthly bond purchases as soon as November and signaled interest rate increases may follow more quickly than expected.</p><p><blockquote>美国央行表示,最早可能在 11 月开始减少每月债券购买量,并暗示加息速度可能会比预期更快。</blockquote></p><p> Fed Chair Jerome Powell told lawmakers on Thursday that he anticipated some relief from high inflation in the months ahead.</p><p><blockquote>美联储主席杰罗姆·鲍威尔周四对立法者表示,他预计未来几个月高通胀将有所缓解。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145898013","content_text":"WASHINGTON(Reuters)-U.S. consumer spending increased more than expected in August, but a downward revision to July data kept intact expectations that economic growth slowed in the third quarter as a resurgence in COVID-19 infections curbed demand for services.\nDow added 260 points, or 0.8%. The S&P 500 and the Nasdaq Composite rose 0.5% and 0.2%, respectively.Shares of Dow member Merck$(MRK)$ jumped 8% after the drug maker and Ridgeback Biotherapeuticssaid their oral antiviral treatment for Covid-19reduced the risk of hospitalization or death by 50% for patients with mild or moderate cases. The companies plan to seek emergency authorization for the treatment.The Commerce Department said on Friday that consumer spending, which accounts for more than two-thirds of U.S. economic activity, rebounded 0.8% in August, shrugging off declining motor vehicle sales caused by a global shortage of semiconductors, which is undercutting the production of automobiles.\nThe new drug from Merck appeared to boost travel stocks. Shares of Royal Caribbean and Las Vegas Sands added more than 1% in premarket trading. Southwest Airlines led a gain in airline stocks after JPMorganupgraded the stockand said most of the group was worth buying for a trade.\nThe 10-year Treasury yield fell back below 1.50% in early trading. Futures on the tech-heavy Nasdaq went into the green as yields fell.\nThe market just capped a tumultuous September as inflation fears, slowing growth and rising rates kept investors on edge. The S&P 500 finished the month down 4.8%, breaking a seven-month winning streak. The Dow and the Nasdaq Composite fell 4.3% and 5.3%, respectively, suffering their worst months of the year.\n“A combination of slowing growth, less accommodative monetary policy, China headwinds, fading fiscal stimulus, and nagging supply chain bottlenecks all conspired to weigh on investor sentiment as we head into fall and 4Q21,” Chris Hussey, a managing director at Goldman Sachs, said in a note.\nConsumer spending grew at a robust 12.0% annualized rate in the second quarter, accounting for much of the economy's 6.7% growth pace, which raised the level of gross domestic product above its peak in the fourth quarter of 2019. Growth estimates for the third quarter are below a 5.0% rate.\n\"Consumer momentum should improve in the months ahead, driving the economy closer to a full post-pandemic recovery and keeping inflation hot,\" said David Kelly, chief global strategist at JPMorgan Funds in New York.\nInflation maintained its upward trend in August. The personal consumption expenditures (PCE) price index, excluding the volatile food and energy components, climbed 0.3% after increasing by the same margin in July.\nIn the 12 months through August, the so-called core PCE price index increased 3.6%, matching July's gain.\nThe core PCE price index is the Federal Reserve's preferred inflation measure for its flexible 2% target. The Fed last week upgraded its core PCE inflation projection for this year to 3.7% from 3.0% back in June.\nThe U.S. central bank said it would likely begin reducing its monthly bond purchases as soon as November and signaled interest rate increases may follow more quickly than expected.\nFed Chair Jerome Powell told lawmakers on Thursday that he anticipated some relief from high inflation in the months ahead.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":898,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377985880,"gmtCreate":1619489604140,"gmtModify":1634212336799,"author":{"id":"3573806944936951","authorId":"3573806944936951","name":"Leongny","avatar":"https://static.tigerbbs.com/4bd616003d6a60238752edde650d3e2d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573806944936951","authorIdStr":"3573806944936951"},"themes":[],"title":"","htmlText":"Wow!!! Please help to like and comment","listText":"Wow!!! Please help to like and comment","text":"Wow!!! Please help to like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/377985880","repostId":"1190086074","repostType":4,"repost":{"id":"1190086074","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":1619480390,"share":"https://www.laohunote.com/m/news/1190086074?lang=zh_CN&edition=full","pubTime":"2021-04-27 07:39","market":"us","language":"en","title":"Tesla posts record net income of $438 million, revenue surges by 74%<blockquote>特斯拉净利润创历史新高 4.38 亿美元,收入激增 74%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190086074","media":"Tiger Newspress","summary":"Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be deliv","content":"<p><b>KEY POINTS</b></p><p><blockquote><b>要点</b></blockquote></p><p><ul><li>Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.</li><li>In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”</li><li>On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.</li></ul>Tesla reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.</p><p><blockquote><ul><li>特斯拉公布本季度净利润为创纪录的 4.38 亿美元,每股收益为 93 美分,营收为 103.9 亿美元。</li><li>该公司在财报发布中表示,它已经度过了困扰汽车行业的芯片短缺问题,部分原因是 “迅速转向新型微控制器,同时为新供应商生产的新芯片开发固件”。</li><li>首席执行官埃隆-马斯克(Elon Musk)在财报看涨期权上表示,公司推迟推出的 Model S 轿车新版本将于 2021 年 5 月开始交付,Model X 将于今年第三季度开始交付。</li></ul>特斯拉周一盘后公布了第一季度业绩。在比特币出售和监管信贷的提振下,该公司轻松超出预期,但随着投资者消化这些数据,该股盘后下跌了 2.5%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/fec5c52f391c1077b749edc13b7b3417\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:</p><p><blockquote>以下是该公司本季度的表现与 Refinitiv 编制的分析师预期的比较:</blockquote></p><p><ul><li><b>Earnings:</b>93 cents per share vs. 79 cents per share expected</li><li><b>Revenue:</b>$10.39 billion vs. $10.29 billion expected, up 74% from a year ago</li></ul>Net profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from sales of bitcoin during the quarter.</p><p><blockquote><ul><li><b>收益:</b>每股 93 美分,预计每股 79 美分</li><li><b>收入:</b>103.9 亿美元,而预期为 102.9 亿美元,同比增长 74%</li></ul>按公认会计准则计算,季度净利润达到创纪录的 4.38 亿美元,该公司在此期间从监管信用销售收入中获得 5.18 亿美元。本季度比特币销售额还带来了 1.01 亿美元的积极影响。</blockquote></p><p><img src=\"https://static.tigerbbs.com/107ab1e725bed375ea106bdf3024ec6a\" tg-width=\"1910\" tg-height=\"1097\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>CEO Elon Musk’s electric vehicle business reported in the first quarter vehicle deliveries of 184,800 Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.</p><p><blockquote>首席执行官埃隆-马斯克(Elon Musk)的电动汽车业务第一季度交付了 18.48 万辆 Model 3 和 Model Y 汽车,超出预期,创下了特斯拉的纪录。不过,该公司还表示,截至 3 月份,它没有生产任何高端 Model S 轿车或 Model X SUV。它从库存中交付了 2,020 辆旧款 Model S 轿车和 Model X SUV。</blockquote></p><p>On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.</p><p><blockquote>在周一的财报看涨期权上,马斯克表示,公司新版 Model S 轿车最终将于 2021 年 5 月开始交付给客户,Model X 将于今年第三季度开始交付。马斯克和首席财务官扎卡里·柯克霍恩都表示,供应链问题今年可能仍然是特斯拉面临的挑战。</blockquote></p><p>In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.</p><p><blockquote>2021 年 1 月(在 2020 年第四季度收益更新期间),马斯克曾表示 Model S Plaid 已经投入生产,将于 2021 年 2 月开始交付。但他在周一承认,在生产这些车辆的更新版本时,“面临的挑战比预期的要多”。他没有详细说明。</blockquote></p><p>Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.</p><p><blockquote>特斯拉目前的目标是在今年晚些时候每周生产 2,000 辆 Model S 和 X 汽车。</blockquote></p><p>The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.</p><p><blockquote>该公司周一表示,预计 2021 年整体汽车交付量将增长 50% 以上,这意味着今年的最低交付量约为 75 万辆。</blockquote></p><p>The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.</p><p><blockquote>事实上,特斯拉的汽车销量同比增长超过 100%,但服务中心仅增长 28%,移动服务车队仅增长 22%,这解释了为什么一些特斯拉客户面临令人沮丧的漫长维修等待时间。服务扩展跟不上车辆销量。</blockquote></p><p>Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.</p><p><blockquote>特斯拉表示,该公司已经度过了困扰汽车行业的芯片短缺问题,部分原因是 “迅速转向新型微控制器,同时为新供应商生产的新芯片开发固件”。它没有透露新供应商的名字。</blockquote></p><p>It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.</p><p><blockquote>它还重申了马斯克经常说的,即摄像头而不是雷达是自动驾驶汽车的更好途径。“我们基于人工智能的软件架构越来越依赖摄像头,以至于雷达比预期更早变得不必要。因此,我们的 FSD(全自动驾驶)团队正全力致力于发展基于视觉的自主系统,我们几乎准备好将美国市场转向特斯拉视觉,”该公司在财报发布会上说。</blockquote></p><p>Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.</p><p><blockquote>与 2020 年同期相比,特斯拉的能源发电和存储业务收入几乎翻了一番,当时马斯克表示,当时新兴的新冠疫情使其能源业务大幅放缓。但能源收入从第四季度的7.87亿美元下降至2021年第一季度的5.95亿美元。</blockquote></p><p>Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some vexed customers.</p><p><blockquote>最近,特斯拉将太阳能屋顶的价格提高了 50%,现在要求任何订购太阳能光伏(包括特斯拉太阳能屋顶瓦)的人也必须订购特斯拉的家庭储能系统 Powerwall。突然的价格变化追溯适用于一些烦恼的顾客。</blockquote></p><p>Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.</p><p><blockquote>马斯克在 2021 年第一季度看涨期权上表示,他的目标是让拥有太阳能屋顶和特斯拉电池的家庭成为 “巨型分布式公用事业公司”,随着需求和极端天气事件的增加,帮助现有电力公司为客户提供所需的所有电力。</blockquote></p><p></p><p>Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.</p><p><blockquote>高管们没有透露他们将如何改变供应商电池的生产或组合,以便在 2021 年生产更多的汽车和储能产品。</blockquote></p><p>Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.</p><p><blockquote>马斯克说,该公司自主研发并在加州弗里蒙特的一个试点工厂生产的 4680 电池还不够可靠,无法在特斯拉汽车上运输。他说,特斯拉可能会在 12 到 18 个月内 “实现这些电池的量产 ”。</blockquote></p><p>The company revealed in February it purchased $1.5 billion in bitcoin and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.</p><p><blockquote>该公司在2月份透露,它在比特币购买了15亿美元,未来可能会投资其他加密货币。到四月份,比特币升至创纪录水平,然后回落。特斯拉在现金流量表中透露,该公司在本季度出售了价值 2.72 亿美元的 “数字资产”,大概是比特币。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla posts record net income of $438 million, revenue surges by 74%<blockquote>特斯拉净利润创历史新高 4.38 亿美元,收入激增 74%</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 posts record net income of $438 million, revenue surges by 74%<blockquote>特斯拉净利润创历史新高 4.38 亿美元,收入激增 74%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-04-27 07:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>KEY POINTS</b></p><p><blockquote><b>要点</b></blockquote></p><p><ul><li>Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.</li><li>In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”</li><li>On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.</li></ul>Tesla reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.</p><p><blockquote><ul><li>特斯拉公布本季度净利润为创纪录的 4.38 亿美元,每股收益为 93 美分,营收为 103.9 亿美元。</li><li>该公司在财报发布中表示,它已经度过了困扰汽车行业的芯片短缺问题,部分原因是 “迅速转向新型微控制器,同时为新供应商生产的新芯片开发固件”。</li><li>首席执行官埃隆-马斯克(Elon Musk)在财报看涨期权上表示,公司推迟推出的 Model S 轿车新版本将于 2021 年 5 月开始交付,Model X 将于今年第三季度开始交付。</li></ul>特斯拉周一盘后公布了第一季度业绩。在比特币出售和监管信贷的提振下,该公司轻松超出预期,但随着投资者消化这些数据,该股盘后下跌了 2.5%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/fec5c52f391c1077b749edc13b7b3417\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:</p><p><blockquote>以下是该公司本季度的表现与 Refinitiv 编制的分析师预期的比较:</blockquote></p><p><ul><li><b>Earnings:</b>93 cents per share vs. 79 cents per share expected</li><li><b>Revenue:</b>$10.39 billion vs. $10.29 billion expected, up 74% from a year ago</li></ul>Net profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from sales of bitcoin during the quarter.</p><p><blockquote><ul><li><b>收益:</b>每股 93 美分,预计每股 79 美分</li><li><b>收入:</b>103.9 亿美元,而预期为 102.9 亿美元,同比增长 74%</li></ul>按公认会计准则计算,季度净利润达到创纪录的 4.38 亿美元,该公司在此期间从监管信用销售收入中获得 5.18 亿美元。本季度比特币销售额还带来了 1.01 亿美元的积极影响。</blockquote></p><p><img src=\"https://static.tigerbbs.com/107ab1e725bed375ea106bdf3024ec6a\" tg-width=\"1910\" tg-height=\"1097\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>CEO Elon Musk’s electric vehicle business reported in the first quarter vehicle deliveries of 184,800 Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.</p><p><blockquote>首席执行官埃隆-马斯克(Elon Musk)的电动汽车业务第一季度交付了 18.48 万辆 Model 3 和 Model Y 汽车,超出预期,创下了特斯拉的纪录。不过,该公司还表示,截至 3 月份,它没有生产任何高端 Model S 轿车或 Model X SUV。它从库存中交付了 2,020 辆旧款 Model S 轿车和 Model X SUV。</blockquote></p><p>On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.</p><p><blockquote>在周一的财报看涨期权上,马斯克表示,公司新版 Model S 轿车最终将于 2021 年 5 月开始交付给客户,Model X 将于今年第三季度开始交付。马斯克和首席财务官扎卡里·柯克霍恩都表示,供应链问题今年可能仍然是特斯拉面临的挑战。</blockquote></p><p>In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.</p><p><blockquote>2021 年 1 月(在 2020 年第四季度收益更新期间),马斯克曾表示 Model S Plaid 已经投入生产,将于 2021 年 2 月开始交付。但他在周一承认,在生产这些车辆的更新版本时,“面临的挑战比预期的要多”。他没有详细说明。</blockquote></p><p>Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.</p><p><blockquote>特斯拉目前的目标是在今年晚些时候每周生产 2,000 辆 Model S 和 X 汽车。</blockquote></p><p>The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.</p><p><blockquote>该公司周一表示,预计 2021 年整体汽车交付量将增长 50% 以上,这意味着今年的最低交付量约为 75 万辆。</blockquote></p><p>The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.</p><p><blockquote>事实上,特斯拉的汽车销量同比增长超过 100%,但服务中心仅增长 28%,移动服务车队仅增长 22%,这解释了为什么一些特斯拉客户面临令人沮丧的漫长维修等待时间。服务扩展跟不上车辆销量。</blockquote></p><p>Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.</p><p><blockquote>特斯拉表示,该公司已经度过了困扰汽车行业的芯片短缺问题,部分原因是 “迅速转向新型微控制器,同时为新供应商生产的新芯片开发固件”。它没有透露新供应商的名字。</blockquote></p><p>It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.</p><p><blockquote>它还重申了马斯克经常说的,即摄像头而不是雷达是自动驾驶汽车的更好途径。“我们基于人工智能的软件架构越来越依赖摄像头,以至于雷达比预期更早变得不必要。因此,我们的 FSD(全自动驾驶)团队正全力致力于发展基于视觉的自主系统,我们几乎准备好将美国市场转向特斯拉视觉,”该公司在财报发布会上说。</blockquote></p><p>Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.</p><p><blockquote>与 2020 年同期相比,特斯拉的能源发电和存储业务收入几乎翻了一番,当时马斯克表示,当时新兴的新冠疫情使其能源业务大幅放缓。但能源收入从第四季度的7.87亿美元下降至2021年第一季度的5.95亿美元。</blockquote></p><p>Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some vexed customers.</p><p><blockquote>最近,特斯拉将太阳能屋顶的价格提高了 50%,现在要求任何订购太阳能光伏(包括特斯拉太阳能屋顶瓦)的人也必须订购特斯拉的家庭储能系统 Powerwall。突然的价格变化追溯适用于一些烦恼的顾客。</blockquote></p><p>Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.</p><p><blockquote>马斯克在 2021 年第一季度看涨期权上表示,他的目标是让拥有太阳能屋顶和特斯拉电池的家庭成为 “巨型分布式公用事业公司”,随着需求和极端天气事件的增加,帮助现有电力公司为客户提供所需的所有电力。</blockquote></p><p></p><p>Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.</p><p><blockquote>高管们没有透露他们将如何改变供应商电池的生产或组合,以便在 2021 年生产更多的汽车和储能产品。</blockquote></p><p>Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.</p><p><blockquote>马斯克说,该公司自主研发并在加州弗里蒙特的一个试点工厂生产的 4680 电池还不够可靠,无法在特斯拉汽车上运输。他说,特斯拉可能会在 12 到 18 个月内 “实现这些电池的量产 ”。</blockquote></p><p>The company revealed in February it purchased $1.5 billion in bitcoin and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.</p><p><blockquote>该公司在2月份透露,它在比特币购买了15亿美元,未来可能会投资其他加密货币。到四月份,比特币升至创纪录水平,然后回落。特斯拉在现金流量表中透露,该公司在本季度出售了价值 2.72 亿美元的 “数字资产”,大概是比特币。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190086074","content_text":"KEY POINTSTesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.Tesla reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:Earnings:93 cents per share vs. 79 cents per share expectedRevenue:$10.39 billion vs. $10.29 billion expected, up 74% from a year agoNet profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from sales of bitcoin during the quarter.CEO Elon Musk’s electric vehicle business reported in the first quarter vehicle deliveries of 184,800 Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some vexed customers.Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.The company revealed in February it purchased $1.5 billion in bitcoin and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379732467,"gmtCreate":1618794282859,"gmtModify":1634290903355,"author":{"id":"3573806944936951","authorId":"3573806944936951","name":"Leongny","avatar":"https://static.tigerbbs.com/4bd616003d6a60238752edde650d3e2d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573806944936951","authorIdStr":"3573806944936951"},"themes":[],"title":"","htmlText":"Please like and comment. Thank you","listText":"Please like and comment. Thank you","text":"Please like and comment. Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/379732467","repostId":"1162662309","repostType":4,"repost":{"id":"1162662309","kind":"news","pubTimestamp":1618762645,"share":"https://www.laohunote.com/m/news/1162662309?lang=zh_CN&edition=full","pubTime":"2021-04-19 00:17","market":"us","language":"en","title":"Stocks To Watch: Apple Event, Disney Callout And Earnings Blitz<blockquote>值得关注的股票:苹果事件、迪士尼公布和盈利闪电战</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1162662309","media":"seekingalpha","summary":"Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the this week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. A podcast of Stocks to Watch is also available on Sundays onSeeking Alpha,Apple Podcasts,StitcherandSpotify.Economic reports due out this week include the latest updates on existing home sales, new home sales, jobless claims and PMI. Big earnings reports blast in every day this week across ","content":"<p>Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the this week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. A podcast of Stocks to Watch is also available on Sundays onSeeking Alpha,Apple Podcasts,StitcherandSpotify(click the highlighted links).</p><p><blockquote>欢迎来到 Seeking Alpha 值得关注的股票 - 本周重要事件的预览。关注这个账户,打开电子邮件提醒,每周六早上在你的收件箱中接收这篇文章。周日还可以在 Seeking Alpha、Apple Podcasts、Stitcher 和 Spotify 上观看股票播客(点击突出显示的链接)。</blockquote></p><p>Economic reports due out this week include the latest updates on existing home sales, new home sales, jobless claims and PMI. Big earnings reports blast in every day this week across sectors. Of note, the follow-up conference calls from Coca-Cola(NYSE:KO), Netflix(NASDAQ:NFLX)and Intel(NASDAQ:INTC)could be on the interesting side. On the vaccine front, the Centers for Disease Control and Prevention's Advisory Committee on Immunization Practices is expected to meet late this week to consider recommendations for Johnson & Johnson's(NYSE:JNJ)shot, which has been linked to rare blood clots in the brain.</p><p><blockquote>本周将发布的经济报告包括成屋销售、新屋销售、申请失业救济人数和采购经理人指数的最新更新。本周,各行各业每天都有大型财报涌现。值得注意的是,可口可乐(纽约证券交易所股票代码:KO)、Netflix(纳斯达克股票代码:NFLX)和英特尔(纳斯达克股票代码:INTC)的后续会议评级可能会很有趣。在疫苗方面,疾病控制和预防中心免疫实践咨询委员会预计将于本周晚些时候召开会议,考虑强生公司(纽约证券交易所股票代码:JNJ)疫苗的建议,该疫苗与大脑中罕见的血栓有关。</blockquote></p><p><b>Earnings spotlight:</b> Earnings season heats up in a big way with reports due in from Coca-Cola (KO), IBM(NYSE:IBM)and United Airlines(NASDAQ:UAL)on April 19; Johnson & Johnson (JNJ), Procter & Gamble(NYSE:PG), Philip Morris International(NYSE:PM), Abbott Labs(NYSE:ABT)and Netflix (NFLX) on April 20; Anthem(NYSE:ANTM), Verizon(NYSE:VZ), Chipotle(NYSE:CMG)and Lam Research(NASDAQ:LRCX)on April 21; AT&T(NYSE:T), Dow(NYSE:DOW), Intel (INTC), Seagate Tech(NASDAQ:STX)and Mattel(NASDAQ:MAT)on April 22; as well as American Express(NYSE:AXP)and Honeywell(NYSE:HON)on April 23.</p><p><blockquote><b>盈利聚焦:</b>随着可口可乐 (KO)、IBM(NYSE:IBM) 和联合航空 (NASDAQ:UAL) 将于 4 月 19 日发布报告,财报季大幅升温;4 月 20 日,强生公司 (JNJ)、宝洁公司 (NYSE:PG)、菲利普莫里斯国际公司 (NYSE:PM)、雅培实验室 (NYSE:ABT) 和 Netflix (NFLX);4 月 21 日,Anthem(纽约证券交易所股票代码:ANTM)、Verizon(纽约证券交易所股票代码:VZ)、Chipotle(纽约证券交易所股票代码:CMG)和 Lam Research(纳斯达克股票代码:LRCX);AT&T(NYSE:T)、陶氏化学(NYSE:DOW)、英特尔(INTC)、希捷科技(NASDAQ:STX)和美泰(NASDAQ:MAT)于4月22日;以及 4 月 23 日的美国运通 (NYSE:AXP) 和霍尼韦尔 (NYSE:HON)。</blockquote></p><p><img src=\"https://static.tigerbbs.com/522c9bdad799a71c4e6bad965f9f00f3\" tg-width=\"1530\" tg-height=\"650\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><b>IPO watch:</b> IPOs expected to start trading during the week include UiPAth (PATH), DoubleVerify (DV) and NeuroPace (NPCE) on April 20, as well as Zymergern (ZY) and KnowBe4 (KNBE) on April 22. IPO lockup periods expire on Datto Holding(NYSE:MSP), Topaz Energy(NYSE:TPZ), McAfee(NASDAQ:MCFE), Guild Holdings(NYSE:GHLD), Foghorn Therapeutics(NASDAQ:FHTX)and ComSovereign Holding(NASDAQ:COMS). The analyst quiet period expires on ThredUp(NASDAQ:TDUP)on April 20 to free up analysts to post ratings. Shares of Trip.com(NASDAQ:TRIP)will begin trading in Hong Kong this week following a new listing.</p><p><blockquote><b>IPO观察:</b>预计本周开始交易的 IPO 包括 4 月 20 日的 UiPAth (PATH)、DoubleVerify (DV) 和 NeuroPace (NPCE),以及 4 月 22 日的 Zymergern (ZY) 和 KnowBe4 (KNBE)。Datto Holding(纽约证券交易所股票代码:MSP)、Topaz Energy(纽约证券交易所股票代码:TPZ)、McAfee(纳斯达克股票代码:MCFE)、Guild Holdings(纽约证券交易所股票代码:GHLD)、Foghorn Therapeutics(纳斯达克股票代码:FHTX)和 ComSovereign Holding(纳斯达克股票代码:COMS)的 IPO 锁定期即将到期。ThredUp(纳斯达克股票代码:TDUP)的分析师安静期将于 4 月 20 日到期,以便分析师可以自由发布评级。Trip.com(纳斯达克股票代码:TRIP)在新上市后将于本周在香港开始交易。</blockquote></p><p><b>Apple event:</b> Apple(NASDAQ:AAPL)holds an event on April 20 called \"Spring Loaded\" to show off new products. Information out of Cupertino has been pretty tight, but the company could reveal new iPads, new iMacs, new AirPods, AirTags, a new Apple TV and possibly a new Apple Pencil.</p><p><blockquote><b>苹果事件:</b>苹果(纳斯达克股票代码:AAPL)将于 4 月 20 日举办名为“Spring Loaded”的活动,展示新产品。来自库比蒂诺的信息相当紧张,但该公司可能会发布新的iPad、新的iMac、新的AirPods、AirTags、新的苹果电视,可能还有新的苹果铅笔。</blockquote></p><p><b>Projected dividend increases (quarterly):</b> Expected dividend boosts for the week include Comfort Systems USA(NYSE:FIX)to $0.125 from $0.1115, HP Enterprise(NYSE:HPE)to $0.1275 from $0.12, Pool Corp(NASDAQ:POOL)to $0.61 from $0.58, Johnson & Johnson to $1.06 from $1.01, Travelers(NYSE:TRV)to $0.88 from $0.85, Southern Company(NYSE:SO)to $0.66 from $0.64, Kinder Morgan(NYSE:KMI)to $0.27 from $0.2625 and Nasdaq(NASDAQ:NDAQ)to $0.50 from $0.49.</p><p><blockquote><b>预计股息增加(季度):</b>本周预计股息上调包括 Comfort Systems USA (NYSE:FIX) 从 0.1115 美元上调至 0.125 美元,HP Enterprise (NYSE:HPE) 从 0.12 美元上调至 0.1275 美元,Pool Corp (NASDAQ:POOL) 从 0.58 美元上调至 0.61 美元,强生公司从 1.01 美元上调至 1.06 美元,Travelers (NYSE:TRV) 从 0.85 美元上调至 0.88 美元,南方公司 (NYSE:SO) 从 0.64 美元上调至 0.66 美元,金德摩根 (NYSE:KMI) 从 0.2625 美元上调至 0.27 美元,纳斯达克 (NASDAQ:NDAQ) 从 0.49 美元上调至 0.50 美元。</blockquote></p><p><b>M&A tidbits:</b> The highly-anticipated Aphria(NASDAQ:APHA)-Tilray(NASDAQ:TLRY)merger is expected to close on April 20. The tender offer on the GenMark Diagnostics(NASDAQ:GNMK)-Roche(OTCQX:RHHBY)deal expires on April 21. GW Pharmaceuticals(NASDAQ:GWPH)shareholders vote on the Jazz Pharmaceuticals(NASDAQ:JAZZ)deal on April 23.</p><p><blockquote><b>并购花絮:</b>备受期待的 Aphria(纳斯达克股票代码:APHA)-Tilray(纳斯达克股票代码:TLRY)合并预计将于 4 月 20 日完成。GenMark Diagnostics(纳斯达克股票代码:GNMK)-罗氏(OTCQX:RHHBY)交易的要约收购将于 4 月 21 日到期。GW Pharmaceuticals(纳斯达克股票代码:GWPH)股东于 4 月 23 日对 Jazz Pharmaceuticals(纳斯达克股票代码:JAZZ)交易进行投票。</blockquote></p><p><b>ARK Invest watch:</b> Investors may want to keep an eye on Coinbase Global(NASDAQ:COIN)after ARK Invest came in Friday with a purchase of 19,599 shares for the ARK Fintech Innovation ETF(NYSEARCA:ARKF)and 112,539 shares for the ARK Innovation ETF(NYSEARCA:ARKK). Cathie Wood's firm also defended Silvergate(NYSE:SI)after its mid-week stumble likely in response to the Coinbase IPO. \"Investors potentially took profits to diversify their exposure to crypto in the public markets. \"In our view, the Silvergate Exchange Network, with its strong network effects, positions Silvergate as both a facilitator and a prime beneficiary of increased crypto adoption,\" ARK reasons.</p><p><blockquote><b>方舟投资观察:</b>ARK Invest 周五购买了 19,599 股 ARK Fintech Innovation ETF (NYSEARCA:ARKF) 和 112,539 股 ARK Innovation ETF (NYSEARCA:ARKF) 股票,投资者可能需要关注 Coinbase Global(纳斯达克股票代码:COIN) ETF (NYSEARCA:ARKK)。凯西·伍德 (Cathie Wood) 的公司也为 Silvergate (NYSE:SI) 辩护,此前该公司在周中可能因 Coinbase IPO 而遭遇挫折。“投资者可能会获利了结,以分散他们在公开市场上对加密货币的投资。 “在我们看来,Silvergate 交易所网络凭借其强大的网络效应,将 Silvergate 定位为加密货币采用增加的促进者和主要受益者,”ARK reasons。</blockquote></p><p><b>Corporate spotlight:</b> Major events this week include strategic updates from Advance Auto Parts(NYSE:AAP)and Royal Gold(NYSE:GOLD)on April 20, as well as investor days for Dye & Durham(OTC:DYNDF)and SMART Global(NASDAQ:SGH). On April 21, MGM Resorts(NYSE:MGM)and Entain(OTCPK:GMVHF)along with their U.S. venture BetMGM will host a business update event for analysts and investors. The event will provide deeper insights into the rapidly growing U.S. sports betting and iGaming business of BetMGM. A new forecast on the industry's total addressable market could be a share price catalyst for DraftKings(NASDAQ:DKNG)and Penn National Gaming(NASDAQ:PENN)as well. Check outSeeking Alpha's Catalyst Watch for a detailed list of more events to watch.</p><p><blockquote><b>企业聚焦:</b>本周的重大事件包括 Advance Auto Parts (NYSE:AAP) 和 Royal Gold (NYSE:GOLD) 于 4 月 20 日发布的战略更新,以及 Dye & Durham (OTC:DYNDF) 和 SMART Global (NASDAQ:SGH) 的投资者日。4 月 21 日,米高梅度假村 (NYSE:MGM) 和 Entain (OTCPK:GMVHF) 及其美国合资企业 BetMGM 将为分析师和投资者举办一场业务更新活动。该活动将为BetMGM快速增长的美国体育博彩和iGaming业务提供更深入的见解。对该行业总潜在市场的新预测也可能成为 DraftKings(纳斯达克股票代码:DKNG)和 Penn National Gaming(纳斯达克股票代码:PENN)的股价催化剂。查看outSeeking Alpha的Catalyst Watch,了解更多值得关注的事件的详细列表。</blockquote></p><p></p><p><b>Conferences rundown:</b> Notable conferences running during the week include the H.C Wainwright Spring Mining Conference, Linley Spring Processor Conference 2021, the Kempen Life Sciences Conference, the Jefferies Microbiome-based Therapeutics Summit 2021 and the Stifel GMP & Stifel First Energy Canada Cross Sector Insight Conference 2021. Check outSeeking Alpha's Catalyst Watch for a detailed list of events to watch.</p><p><blockquote><b>会议纲要:</b>本周举行的著名会议包括 H.C Wainwright Spring Mining Conference、Linley Spring Processor Conference 2021、Kempen Life Sciences Conference、Jefferies Microbiome Therapeutics Summit 2021 和 Stifel GMP & Stifel First Energy Canada 2021 跨部门洞察会议。查看outSeeking Alpha的Catalyst Watch,了解要观看的事件的详细列表。</blockquote></p><p><b>Barron's mentions:</b> Disney(NYSE:DIS)makes the cover of Barron's this week as the media giant is given credit for positioning itself for post-COVID growth. Disney is said to have come out ahead after CEO Bob Chapek and team faced the severest of financial stress tests. \"When parks and theaters emptied out a year ago, costs kept rolling in, and the fastest-growing part of the business, streaming, was consuming cash—as it still is. Yet, Disney generated $3.6 billion in free cash during its fiscal year ended last September. It’s seen producing $3.3 billion this year before the numbers begin a sharp rebound,\" notes Jack Hough. While the movie business is still sputtering to restart and the TV business is seen holding steady at best, streaming results have shattered forecasts. Disney+ smashed expectations in piling up 100M in less than 18 months, compared to the 10 years it took Netflix to hit that level. Disney is targeting 300M to 350M subscribers by 2024 across all of its streaming platforms, including Hulu, ESPN+, Hotstar in India, and Star+ in Latin America (launches in June). PetIQ(NASDAQ:PETQ)and O'Reilly Automotive(NASDAQ:ORLY)also land favorable write-ups this week.</p><p><blockquote><b>《巴伦周刊》提到:</b>迪士尼(纽约证券交易所股票代码:DIS)本周登上了《巴伦周刊》的封面,这家媒体巨头因其为新冠疫情后的增长定位而受到赞扬。据说,在首席执行官鲍勃·查佩克和团队面临最严重的财务压力测试后,迪士尼站了出来。“一年前,当公园和影院空无一人时,成本不断增加,而增长最快的业务--流媒体--正在消耗现金--现在仍然如此。然而,在截至去年 9 月的财年中,迪士尼却产生了 36 亿美元的自由现金。在数字开始大幅反弹之前,迪士尼今年将产生 33 亿美元的自由现金,”杰克-霍夫(Jack Hough)指出。虽然电影业务仍在努力重启,电视业务充其量保持稳定,但流媒体业绩打破了预测。Disney+在不到18个月的时间里积累了1亿,打破了预期,而Netflix用了10年才达到这一水平。迪士尼的目标是到 2024 年在其所有流媒体平台上拥有 3 亿至 3.5 亿用户,包括 Hulu、ESPN+、印度的 Hotstar 和拉丁美洲的 Star+(6 月推出)。PetIQ(纳斯达克股票代码:PETQ)和 O'Reilly Automotive(纳斯达克股票代码:ORLY)本周也获得了有利的报道。</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>Stocks To Watch: Apple Event, Disney Callout And Earnings Blitz<blockquote>值得关注的股票:苹果事件、迪士尼公布和盈利闪电战</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\">\nStocks To Watch: Apple Event, Disney Callout And Earnings Blitz<blockquote>值得关注的股票:苹果事件、迪士尼公布和盈利闪电战</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-04-19 00:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the this week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. A podcast of Stocks to Watch is also available on Sundays onSeeking Alpha,Apple Podcasts,StitcherandSpotify(click the highlighted links).</p><p><blockquote>欢迎来到 Seeking Alpha 值得关注的股票 - 本周重要事件的预览。关注这个账户,打开电子邮件提醒,每周六早上在你的收件箱中接收这篇文章。周日还可以在 Seeking Alpha、Apple Podcasts、Stitcher 和 Spotify 上观看股票播客(点击突出显示的链接)。</blockquote></p><p>Economic reports due out this week include the latest updates on existing home sales, new home sales, jobless claims and PMI. Big earnings reports blast in every day this week across sectors. Of note, the follow-up conference calls from Coca-Cola(NYSE:KO), Netflix(NASDAQ:NFLX)and Intel(NASDAQ:INTC)could be on the interesting side. On the vaccine front, the Centers for Disease Control and Prevention's Advisory Committee on Immunization Practices is expected to meet late this week to consider recommendations for Johnson & Johnson's(NYSE:JNJ)shot, which has been linked to rare blood clots in the brain.</p><p><blockquote>本周将发布的经济报告包括成屋销售、新屋销售、申请失业救济人数和采购经理人指数的最新更新。本周,各行各业每天都有大型财报涌现。值得注意的是,可口可乐(纽约证券交易所股票代码:KO)、Netflix(纳斯达克股票代码:NFLX)和英特尔(纳斯达克股票代码:INTC)的后续会议评级可能会很有趣。在疫苗方面,疾病控制和预防中心免疫实践咨询委员会预计将于本周晚些时候召开会议,考虑强生公司(纽约证券交易所股票代码:JNJ)疫苗的建议,该疫苗与大脑中罕见的血栓有关。</blockquote></p><p><b>Earnings spotlight:</b> Earnings season heats up in a big way with reports due in from Coca-Cola (KO), IBM(NYSE:IBM)and United Airlines(NASDAQ:UAL)on April 19; Johnson & Johnson (JNJ), Procter & Gamble(NYSE:PG), Philip Morris International(NYSE:PM), Abbott Labs(NYSE:ABT)and Netflix (NFLX) on April 20; Anthem(NYSE:ANTM), Verizon(NYSE:VZ), Chipotle(NYSE:CMG)and Lam Research(NASDAQ:LRCX)on April 21; AT&T(NYSE:T), Dow(NYSE:DOW), Intel (INTC), Seagate Tech(NASDAQ:STX)and Mattel(NASDAQ:MAT)on April 22; as well as American Express(NYSE:AXP)and Honeywell(NYSE:HON)on April 23.</p><p><blockquote><b>盈利聚焦:</b>随着可口可乐 (KO)、IBM(NYSE:IBM) 和联合航空 (NASDAQ:UAL) 将于 4 月 19 日发布报告,财报季大幅升温;4 月 20 日,强生公司 (JNJ)、宝洁公司 (NYSE:PG)、菲利普莫里斯国际公司 (NYSE:PM)、雅培实验室 (NYSE:ABT) 和 Netflix (NFLX);4 月 21 日,Anthem(纽约证券交易所股票代码:ANTM)、Verizon(纽约证券交易所股票代码:VZ)、Chipotle(纽约证券交易所股票代码:CMG)和 Lam Research(纳斯达克股票代码:LRCX);AT&T(NYSE:T)、陶氏化学(NYSE:DOW)、英特尔(INTC)、希捷科技(NASDAQ:STX)和美泰(NASDAQ:MAT)于4月22日;以及 4 月 23 日的美国运通 (NYSE:AXP) 和霍尼韦尔 (NYSE:HON)。</blockquote></p><p><img src=\"https://static.tigerbbs.com/522c9bdad799a71c4e6bad965f9f00f3\" tg-width=\"1530\" tg-height=\"650\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><b>IPO watch:</b> IPOs expected to start trading during the week include UiPAth (PATH), DoubleVerify (DV) and NeuroPace (NPCE) on April 20, as well as Zymergern (ZY) and KnowBe4 (KNBE) on April 22. IPO lockup periods expire on Datto Holding(NYSE:MSP), Topaz Energy(NYSE:TPZ), McAfee(NASDAQ:MCFE), Guild Holdings(NYSE:GHLD), Foghorn Therapeutics(NASDAQ:FHTX)and ComSovereign Holding(NASDAQ:COMS). The analyst quiet period expires on ThredUp(NASDAQ:TDUP)on April 20 to free up analysts to post ratings. Shares of Trip.com(NASDAQ:TRIP)will begin trading in Hong Kong this week following a new listing.</p><p><blockquote><b>IPO观察:</b>预计本周开始交易的 IPO 包括 4 月 20 日的 UiPAth (PATH)、DoubleVerify (DV) 和 NeuroPace (NPCE),以及 4 月 22 日的 Zymergern (ZY) 和 KnowBe4 (KNBE)。Datto Holding(纽约证券交易所股票代码:MSP)、Topaz Energy(纽约证券交易所股票代码:TPZ)、McAfee(纳斯达克股票代码:MCFE)、Guild Holdings(纽约证券交易所股票代码:GHLD)、Foghorn Therapeutics(纳斯达克股票代码:FHTX)和 ComSovereign Holding(纳斯达克股票代码:COMS)的 IPO 锁定期即将到期。ThredUp(纳斯达克股票代码:TDUP)的分析师安静期将于 4 月 20 日到期,以便分析师可以自由发布评级。Trip.com(纳斯达克股票代码:TRIP)在新上市后将于本周在香港开始交易。</blockquote></p><p><b>Apple event:</b> Apple(NASDAQ:AAPL)holds an event on April 20 called \"Spring Loaded\" to show off new products. Information out of Cupertino has been pretty tight, but the company could reveal new iPads, new iMacs, new AirPods, AirTags, a new Apple TV and possibly a new Apple Pencil.</p><p><blockquote><b>苹果事件:</b>苹果(纳斯达克股票代码:AAPL)将于 4 月 20 日举办名为“Spring Loaded”的活动,展示新产品。来自库比蒂诺的信息相当紧张,但该公司可能会发布新的iPad、新的iMac、新的AirPods、AirTags、新的苹果电视,可能还有新的苹果铅笔。</blockquote></p><p><b>Projected dividend increases (quarterly):</b> Expected dividend boosts for the week include Comfort Systems USA(NYSE:FIX)to $0.125 from $0.1115, HP Enterprise(NYSE:HPE)to $0.1275 from $0.12, Pool Corp(NASDAQ:POOL)to $0.61 from $0.58, Johnson & Johnson to $1.06 from $1.01, Travelers(NYSE:TRV)to $0.88 from $0.85, Southern Company(NYSE:SO)to $0.66 from $0.64, Kinder Morgan(NYSE:KMI)to $0.27 from $0.2625 and Nasdaq(NASDAQ:NDAQ)to $0.50 from $0.49.</p><p><blockquote><b>预计股息增加(季度):</b>本周预计股息上调包括 Comfort Systems USA (NYSE:FIX) 从 0.1115 美元上调至 0.125 美元,HP Enterprise (NYSE:HPE) 从 0.12 美元上调至 0.1275 美元,Pool Corp (NASDAQ:POOL) 从 0.58 美元上调至 0.61 美元,强生公司从 1.01 美元上调至 1.06 美元,Travelers (NYSE:TRV) 从 0.85 美元上调至 0.88 美元,南方公司 (NYSE:SO) 从 0.64 美元上调至 0.66 美元,金德摩根 (NYSE:KMI) 从 0.2625 美元上调至 0.27 美元,纳斯达克 (NASDAQ:NDAQ) 从 0.49 美元上调至 0.50 美元。</blockquote></p><p><b>M&A tidbits:</b> The highly-anticipated Aphria(NASDAQ:APHA)-Tilray(NASDAQ:TLRY)merger is expected to close on April 20. The tender offer on the GenMark Diagnostics(NASDAQ:GNMK)-Roche(OTCQX:RHHBY)deal expires on April 21. GW Pharmaceuticals(NASDAQ:GWPH)shareholders vote on the Jazz Pharmaceuticals(NASDAQ:JAZZ)deal on April 23.</p><p><blockquote><b>并购花絮:</b>备受期待的 Aphria(纳斯达克股票代码:APHA)-Tilray(纳斯达克股票代码:TLRY)合并预计将于 4 月 20 日完成。GenMark Diagnostics(纳斯达克股票代码:GNMK)-罗氏(OTCQX:RHHBY)交易的要约收购将于 4 月 21 日到期。GW Pharmaceuticals(纳斯达克股票代码:GWPH)股东于 4 月 23 日对 Jazz Pharmaceuticals(纳斯达克股票代码:JAZZ)交易进行投票。</blockquote></p><p><b>ARK Invest watch:</b> Investors may want to keep an eye on Coinbase Global(NASDAQ:COIN)after ARK Invest came in Friday with a purchase of 19,599 shares for the ARK Fintech Innovation ETF(NYSEARCA:ARKF)and 112,539 shares for the ARK Innovation ETF(NYSEARCA:ARKK). Cathie Wood's firm also defended Silvergate(NYSE:SI)after its mid-week stumble likely in response to the Coinbase IPO. \"Investors potentially took profits to diversify their exposure to crypto in the public markets. \"In our view, the Silvergate Exchange Network, with its strong network effects, positions Silvergate as both a facilitator and a prime beneficiary of increased crypto adoption,\" ARK reasons.</p><p><blockquote><b>方舟投资观察:</b>ARK Invest 周五购买了 19,599 股 ARK Fintech Innovation ETF (NYSEARCA:ARKF) 和 112,539 股 ARK Innovation ETF (NYSEARCA:ARKF) 股票,投资者可能需要关注 Coinbase Global(纳斯达克股票代码:COIN) ETF (NYSEARCA:ARKK)。凯西·伍德 (Cathie Wood) 的公司也为 Silvergate (NYSE:SI) 辩护,此前该公司在周中可能因 Coinbase IPO 而遭遇挫折。“投资者可能会获利了结,以分散他们在公开市场上对加密货币的投资。 “在我们看来,Silvergate 交易所网络凭借其强大的网络效应,将 Silvergate 定位为加密货币采用增加的促进者和主要受益者,”ARK reasons。</blockquote></p><p><b>Corporate spotlight:</b> Major events this week include strategic updates from Advance Auto Parts(NYSE:AAP)and Royal Gold(NYSE:GOLD)on April 20, as well as investor days for Dye & Durham(OTC:DYNDF)and SMART Global(NASDAQ:SGH). On April 21, MGM Resorts(NYSE:MGM)and Entain(OTCPK:GMVHF)along with their U.S. venture BetMGM will host a business update event for analysts and investors. The event will provide deeper insights into the rapidly growing U.S. sports betting and iGaming business of BetMGM. A new forecast on the industry's total addressable market could be a share price catalyst for DraftKings(NASDAQ:DKNG)and Penn National Gaming(NASDAQ:PENN)as well. Check outSeeking Alpha's Catalyst Watch for a detailed list of more events to watch.</p><p><blockquote><b>企业聚焦:</b>本周的重大事件包括 Advance Auto Parts (NYSE:AAP) 和 Royal Gold (NYSE:GOLD) 于 4 月 20 日发布的战略更新,以及 Dye & Durham (OTC:DYNDF) 和 SMART Global (NASDAQ:SGH) 的投资者日。4 月 21 日,米高梅度假村 (NYSE:MGM) 和 Entain (OTCPK:GMVHF) 及其美国合资企业 BetMGM 将为分析师和投资者举办一场业务更新活动。该活动将为BetMGM快速增长的美国体育博彩和iGaming业务提供更深入的见解。对该行业总潜在市场的新预测也可能成为 DraftKings(纳斯达克股票代码:DKNG)和 Penn National Gaming(纳斯达克股票代码:PENN)的股价催化剂。查看outSeeking Alpha的Catalyst Watch,了解更多值得关注的事件的详细列表。</blockquote></p><p></p><p><b>Conferences rundown:</b> Notable conferences running during the week include the H.C Wainwright Spring Mining Conference, Linley Spring Processor Conference 2021, the Kempen Life Sciences Conference, the Jefferies Microbiome-based Therapeutics Summit 2021 and the Stifel GMP & Stifel First Energy Canada Cross Sector Insight Conference 2021. Check outSeeking Alpha's Catalyst Watch for a detailed list of events to watch.</p><p><blockquote><b>会议纲要:</b>本周举行的著名会议包括 H.C Wainwright Spring Mining Conference、Linley Spring Processor Conference 2021、Kempen Life Sciences Conference、Jefferies Microbiome Therapeutics Summit 2021 和 Stifel GMP & Stifel First Energy Canada 2021 跨部门洞察会议。查看outSeeking Alpha的Catalyst Watch,了解要观看的事件的详细列表。</blockquote></p><p><b>Barron's mentions:</b> Disney(NYSE:DIS)makes the cover of Barron's this week as the media giant is given credit for positioning itself for post-COVID growth. Disney is said to have come out ahead after CEO Bob Chapek and team faced the severest of financial stress tests. \"When parks and theaters emptied out a year ago, costs kept rolling in, and the fastest-growing part of the business, streaming, was consuming cash—as it still is. Yet, Disney generated $3.6 billion in free cash during its fiscal year ended last September. It’s seen producing $3.3 billion this year before the numbers begin a sharp rebound,\" notes Jack Hough. While the movie business is still sputtering to restart and the TV business is seen holding steady at best, streaming results have shattered forecasts. Disney+ smashed expectations in piling up 100M in less than 18 months, compared to the 10 years it took Netflix to hit that level. Disney is targeting 300M to 350M subscribers by 2024 across all of its streaming platforms, including Hulu, ESPN+, Hotstar in India, and Star+ in Latin America (launches in June). PetIQ(NASDAQ:PETQ)and O'Reilly Automotive(NASDAQ:ORLY)also land favorable write-ups this week.</p><p><blockquote><b>《巴伦周刊》提到:</b>迪士尼(纽约证券交易所股票代码:DIS)本周登上了《巴伦周刊》的封面,这家媒体巨头因其为新冠疫情后的增长定位而受到赞扬。据说,在首席执行官鲍勃·查佩克和团队面临最严重的财务压力测试后,迪士尼站了出来。“一年前,当公园和影院空无一人时,成本不断增加,而增长最快的业务--流媒体--正在消耗现金--现在仍然如此。然而,在截至去年 9 月的财年中,迪士尼却产生了 36 亿美元的自由现金。在数字开始大幅反弹之前,迪士尼今年将产生 33 亿美元的自由现金,”杰克-霍夫(Jack Hough)指出。虽然电影业务仍在努力重启,电视业务充其量保持稳定,但流媒体业绩打破了预测。Disney+在不到18个月的时间里积累了1亿,打破了预期,而Netflix用了10年才达到这一水平。迪士尼的目标是到 2024 年在其所有流媒体平台上拥有 3 亿至 3.5 亿用户,包括 Hulu、ESPN+、印度的 Hotstar 和拉丁美洲的 Star+(6 月推出)。PetIQ(纳斯达克股票代码:PETQ)和 O'Reilly Automotive(纳斯达克股票代码:ORLY)本周也获得了有利的报道。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4419571-stocks-to-watch-apple-event-disney-callout-and-earnings-blitz\">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":{".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4419571-stocks-to-watch-apple-event-disney-callout-and-earnings-blitz","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162662309","content_text":"Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the this week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. A podcast of Stocks to Watch is also available on Sundays onSeeking Alpha,Apple Podcasts,StitcherandSpotify(click the highlighted links).Economic reports due out this week include the latest updates on existing home sales, new home sales, jobless claims and PMI. Big earnings reports blast in every day this week across sectors. Of note, the follow-up conference calls from Coca-Cola(NYSE:KO), Netflix(NASDAQ:NFLX)and Intel(NASDAQ:INTC)could be on the interesting side. On the vaccine front, the Centers for Disease Control and Prevention's Advisory Committee on Immunization Practices is expected to meet late this week to consider recommendations for Johnson & Johnson's(NYSE:JNJ)shot, which has been linked to rare blood clots in the brain.Earnings spotlight: Earnings season heats up in a big way with reports due in from Coca-Cola (KO), IBM(NYSE:IBM)and United Airlines(NASDAQ:UAL)on April 19; Johnson & Johnson (JNJ), Procter & Gamble(NYSE:PG), Philip Morris International(NYSE:PM), Abbott Labs(NYSE:ABT)and Netflix (NFLX) on April 20; Anthem(NYSE:ANTM), Verizon(NYSE:VZ), Chipotle(NYSE:CMG)and Lam Research(NASDAQ:LRCX)on April 21; AT&T(NYSE:T), Dow(NYSE:DOW), Intel (INTC), Seagate Tech(NASDAQ:STX)and Mattel(NASDAQ:MAT)on April 22; as well as American Express(NYSE:AXP)and Honeywell(NYSE:HON)on April 23.IPO watch: IPOs expected to start trading during the week include UiPAth (PATH), DoubleVerify (DV) and NeuroPace (NPCE) on April 20, as well as Zymergern (ZY) and KnowBe4 (KNBE) on April 22. IPO lockup periods expire on Datto Holding(NYSE:MSP), Topaz Energy(NYSE:TPZ), McAfee(NASDAQ:MCFE), Guild Holdings(NYSE:GHLD), Foghorn Therapeutics(NASDAQ:FHTX)and ComSovereign Holding(NASDAQ:COMS). The analyst quiet period expires on ThredUp(NASDAQ:TDUP)on April 20 to free up analysts to post ratings. Shares of Trip.com(NASDAQ:TRIP)will begin trading in Hong Kong this week following a new listing.Apple event: Apple(NASDAQ:AAPL)holds an event on April 20 called \"Spring Loaded\" to show off new products. Information out of Cupertino has been pretty tight, but the company could reveal new iPads, new iMacs, new AirPods, AirTags, a new Apple TV and possibly a new Apple Pencil.Projected dividend increases (quarterly): Expected dividend boosts for the week include Comfort Systems USA(NYSE:FIX)to $0.125 from $0.1115, HP Enterprise(NYSE:HPE)to $0.1275 from $0.12, Pool Corp(NASDAQ:POOL)to $0.61 from $0.58, Johnson & Johnson to $1.06 from $1.01, Travelers(NYSE:TRV)to $0.88 from $0.85, Southern Company(NYSE:SO)to $0.66 from $0.64, Kinder Morgan(NYSE:KMI)to $0.27 from $0.2625 and Nasdaq(NASDAQ:NDAQ)to $0.50 from $0.49.M&A tidbits: The highly-anticipated Aphria(NASDAQ:APHA)-Tilray(NASDAQ:TLRY)merger is expected to close on April 20. The tender offer on the GenMark Diagnostics(NASDAQ:GNMK)-Roche(OTCQX:RHHBY)deal expires on April 21. GW Pharmaceuticals(NASDAQ:GWPH)shareholders vote on the Jazz Pharmaceuticals(NASDAQ:JAZZ)deal on April 23.ARK Invest watch: Investors may want to keep an eye on Coinbase Global(NASDAQ:COIN)after ARK Invest came in Friday with a purchase of 19,599 shares for the ARK Fintech Innovation ETF(NYSEARCA:ARKF)and 112,539 shares for the ARK Innovation ETF(NYSEARCA:ARKK). Cathie Wood's firm also defended Silvergate(NYSE:SI)after its mid-week stumble likely in response to the Coinbase IPO. \"Investors potentially took profits to diversify their exposure to crypto in the public markets. \"In our view, the Silvergate Exchange Network, with its strong network effects, positions Silvergate as both a facilitator and a prime beneficiary of increased crypto adoption,\" ARK reasons.Corporate spotlight: Major events this week include strategic updates from Advance Auto Parts(NYSE:AAP)and Royal Gold(NYSE:GOLD)on April 20, as well as investor days for Dye & Durham(OTC:DYNDF)and SMART Global(NASDAQ:SGH). On April 21, MGM Resorts(NYSE:MGM)and Entain(OTCPK:GMVHF)along with their U.S. venture BetMGM will host a business update event for analysts and investors. The event will provide deeper insights into the rapidly growing U.S. sports betting and iGaming business of BetMGM. A new forecast on the industry's total addressable market could be a share price catalyst for DraftKings(NASDAQ:DKNG)and Penn National Gaming(NASDAQ:PENN)as well. Check outSeeking Alpha's Catalyst Watch for a detailed list of more events to watch.Conferences rundown: Notable conferences running during the week include the H.C Wainwright Spring Mining Conference, Linley Spring Processor Conference 2021, the Kempen Life Sciences Conference, the Jefferies Microbiome-based Therapeutics Summit 2021 and the Stifel GMP & Stifel First Energy Canada Cross Sector Insight Conference 2021. Check outSeeking Alpha's Catalyst Watch for a detailed list of events to watch.Barron's mentions: Disney(NYSE:DIS)makes the cover of Barron's this week as the media giant is given credit for positioning itself for post-COVID growth. Disney is said to have come out ahead after CEO Bob Chapek and team faced the severest of financial stress tests. \"When parks and theaters emptied out a year ago, costs kept rolling in, and the fastest-growing part of the business, streaming, was consuming cash—as it still is. Yet, Disney generated $3.6 billion in free cash during its fiscal year ended last September. It’s seen producing $3.3 billion this year before the numbers begin a sharp rebound,\" notes Jack Hough. While the movie business is still sputtering to restart and the TV business is seen holding steady at best, streaming results have shattered forecasts. Disney+ smashed expectations in piling up 100M in less than 18 months, compared to the 10 years it took Netflix to hit that level. Disney is targeting 300M to 350M subscribers by 2024 across all of its streaming platforms, including Hulu, ESPN+, Hotstar in India, and Star+ in Latin America (launches in June). PetIQ(NASDAQ:PETQ)and O'Reilly Automotive(NASDAQ:ORLY)also land favorable write-ups this week.","news_type":1,"symbols_score_info":{"SPY":0.9,".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":871,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}