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2021-09-02

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2021-08-23

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Dow rises more than 170 points to start the week while investors await key Fed summit<blockquote>当投资者等待重要的美联储峰会时，道琼斯指数本周开始上涨超过 170 点</blockquote>

2021-11-07

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2021-12-13

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5 Stocks To Watch For December 13, 2021<blockquote>2021 年 12 月 13 日值得关注的 5 只股票</blockquote>

2021-04-24

Shouldn't the companies help the nation when they are earning? Just like the nation helped the economy during Covid-19.

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2021-09-17

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S&P ends modestly lower as rising Treasury yields offset robust retail data<blockquote>由于国债收益率上升抵消了强劲的零售数据，标准普尔收盘小幅走低</blockquote>

2021-10-26

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2021-10-15

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2021-10-07

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Here are 10 'high conviction' stocks of companies with strong pricing power and at least 20% upside potential to UBS targets<blockquote>以下是 10 只具有强大定价能力且对瑞银目标至少有 20% 上涨潜力的“高信念”公司股票</blockquote>

2021-09-08

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5 Stock Ideas From an Investor Who Predicted Tesla Would Rise to $1,000<blockquote>一位预测特斯拉将上涨至 1,000 美元的投资者的 5 个股票想法</blockquote>

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luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696100247","repostId":"1151032995","repostType":4,"repost":{"id":"1151032995","kind":"news","pubTimestamp":1640617060,"share":"https://www.laohunote.com/m/news/1151032995?lang=zh_CN&edition=full","pubTime":"2021-12-27 22:57","market":"us","language":"en","title":"Apple Stock: What Happens After The Santa Claus Rally?<blockquote>苹果股票：圣诞老人集会后会发生什么？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151032995","media":"TheStreet","summary":"Apple investors have reasons to be more excited about what comes next. Here is what the data suggests might happen to AAPL share price in the next two weeks.Santa Claus almost skipped Wall Street this year. The S&P 500 dipped 3.5% between December 15 and 20, putting into question the year-end rally that some expected to see. But quickly, bullishness came flooding back, as the index jumped 4% in only three days.Figure 1: Apple's Watch, iPhone and iPad in a Christmas theme.If the “Santa Claus rall","content":"<p>Santa Claus rally? Apple investors have reasons to be more excited about what comes next. Here is what the data suggests might happen to AAPL share price in the next two weeks.</p><p><blockquote>圣诞老人集会？苹果投资者有理由对接下来发生的事情更加兴奋。以下是数据显示未来两周 AAPL 股价可能会发生的情况。</blockquote></p><p> Santa Claus almost skipped Wall Street this year. The S&amp;P 500&nbsp;dipped 3.5% between December 15 and 20, putting into question the year-end rally that some expected to see. But quickly, bullishness came flooding back, as the index jumped 4% in only three days.</p><p><blockquote>圣诞老人今年差点跳过华尔街。标普500在 12 月 15 日至 20 日期间下跌了 3.5%，这让一些人对年底的反弹产生了质疑。但很快，看涨情绪又回来了，该指数在短短三天内就上涨了 4%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f29dc35b16bd6dea058ab34fcedeaffc\" tg-width=\"1240\" tg-height=\"784\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple's Watch, iPhone and iPad in a Christmas theme.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：圣诞主题的苹果手表、iPhone和iPad。</span></p></blockquote></p><p> If the “Santa Claus rally” is real, what happens after the Christmas holiday is over? And more importantly for the Apple Maven: which way will Apple stock&nbsp;head next?</p><p><blockquote>如果 “圣诞老人集会 ”是真的，那么圣诞假期结束后会发生什么？对于苹果专家来说更重要的是：苹果股票接下来会走哪条路？</blockquote></p><p> <b>Is Santa Claus real?</b></p><p><blockquote><b>圣诞老人是真的吗？</b></blockquote></p><p> The first question to ask is whether the Santa Claus rally is even evident in the data, or simply a myth. Do stocks really tend to spike ahead of December 24?</p><p><blockquote>第一个要问的问题是，圣诞老人集会在数据中是否显而易见，或者仅仅是一个神话。股市真的会在 12 月 24 日之前飙升吗？</blockquote></p><p> There are a few different ways to approach this one. I looked first at the S&amp;P 500’s performance over any two-week period since the early 1990s. Then, I compared my findings against the market returns in the two weeks that precede the Christmas break.</p><p><blockquote>有几种不同的方法来解决这个问题。我首先研究了自 20 世纪 90 年代初以来标普500在任何两周内的表现。然后，我将我的发现与圣诞节假期前两周的市场回报进行了比较。</blockquote></p><p> It turns out that yes, the S&amp;P 500 has historically performed better during the pre-holiday period — but only minimally: average two week return of +0.54% vs. the year-round average of +0.45%. If an extra 9 basis points of performance in two weeks seems exciting enough to you, then sure, Santa Claus has been good to Wall Street.</p><p><blockquote>事实证明，是的，标普500在节前期间的历史上表现更好，但只是微乎其微：两周平均回报率为+0.54%，而全年平均回报率为+0.45%。如果两周内额外的 9 个基点表现对您来说足够令人兴奋，那么圣诞老人对华尔街来说确实很好。</blockquote></p><p> The same thing can not be said of Apple stock and its investors. For the past three decades or so, AAPL has produced outstanding average two-week returns of +1.22%. However, in the two weeks preceding Santa’s arrival, returns have been dismal: an average loss of -1.33%.</p><p><blockquote>苹果股票及其投资者就不是这样了。在过去三十年左右的时间里，AAPL 的平均两周回报率为 +1.22%。然而，在圣诞老人到来之前的两周里，回报率却惨淡：平均亏损-1.33%。</blockquote></p><p> This observation is consistent with the idea that&nbsp;the holiday period tends to be seasonally weak for Apple shares. December has only been the ninth best month of performance for Apple stock in the year since the launch of the iPhone, in 2007.</p><p><blockquote>这一观察结果与假期期间苹果股票往往季节性疲软的观点一致。自2007年推出iPhone以来，12月只是苹果股票今年表现第九好的月份。</blockquote></p><p> The most likely rationale: investors probably buy into AAPL before the big catalysts, namely the launch of the newest iPhone model in September and Black Friday. During the holiday shopping weeks, investors “sell the news” and shed some of their AAPL holdings.</p><p><blockquote>最有可能的理由是：投资者可能会在 9 月份推出最新 iPhone 机型和黑色星期五等重大催化剂之前买入 AAPL。在假日购物周期间，投资者 “抛售消息”，抛售了部分 AAPL 股票。</blockquote></p><p> <b>What next for AAPL?</b></p><p><blockquote><b>AAPL的下一步是什么？</b></blockquote></p><p> If Apple investors feel left out of Santa’s list, they should be more excited about what comes next. Since the early 1990s, Apple stock has produced an average gain of +4.83% in the two weeks following Christmas, which is well above average. This is probably a rebound effect from the traditionally dull, pre-Santa performance. See chart below.</p><p><blockquote>如果苹果投资者觉得自己被排除在圣诞老人的名单之外，他们应该对接下来会发生什么更加兴奋。自20世纪90年代初以来，苹果股票在圣诞节后的两周内平均涨幅为+4.83%，远高于平均水平。这可能是传统上沉闷的圣诞老人表演的反弹效应。见下图。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27bca749b86e2d2be63accff7a531f64\" tg-width=\"893\" tg-height=\"456\" width=\"100%\" height=\"auto\"><span>Figure 2: Pre-Santa and Post-Santa two week Returns in AAPL and SPY.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：AAPL和SPDR标普500指数ETF圣诞节前和圣诞节后两周的回报。</span></p></blockquote></p><p> Something similar happens to the S&amp;P 500, although not to the same extent: the average post-Christmas gains of 0.80% tend to be better than those produced by the Santa rally.</p><p><blockquote>类似的情况也发生在标普500身上，尽管程度不同：圣诞节后0.80%的平均涨幅往往好于圣诞老人集会产生的涨幅。</blockquote></p><p> In the next few trading days, will Apple stock and the broad market perform as well as they have in prior years? We will keep monitoring price action through the year-end holiday to find out.</p><p><blockquote>在接下来的几个交易日里，苹果股票和大盘的表现是否会像往年一样好？我们将在年底假期期间持续监控价格走势，以找出答案。</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: What Happens After The Santa Claus Rally?<blockquote>苹果股票：圣诞老人集会后会发生什么？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: What Happens After The Santa Claus Rally?<blockquote>苹果股票：圣诞老人集会后会发生什么？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-27 22:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Santa Claus rally? Apple investors have reasons to be more excited about what comes next. Here is what the data suggests might happen to AAPL share price in the next two weeks.</p><p><blockquote>圣诞老人集会？苹果投资者有理由对接下来发生的事情更加兴奋。以下是数据显示未来两周 AAPL 股价可能会发生的情况。</blockquote></p><p> Santa Claus almost skipped Wall Street this year. The S&amp;P 500&nbsp;dipped 3.5% between December 15 and 20, putting into question the year-end rally that some expected to see. But quickly, bullishness came flooding back, as the index jumped 4% in only three days.</p><p><blockquote>圣诞老人今年差点跳过华尔街。标普500在 12 月 15 日至 20 日期间下跌了 3.5%，这让一些人对年底的反弹产生了质疑。但很快，看涨情绪又回来了，该指数在短短三天内就上涨了 4%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f29dc35b16bd6dea058ab34fcedeaffc\" tg-width=\"1240\" tg-height=\"784\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple's Watch, iPhone and iPad in a Christmas theme.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：圣诞主题的苹果手表、iPhone和iPad。</span></p></blockquote></p><p> If the “Santa Claus rally” is real, what happens after the Christmas holiday is over? And more importantly for the Apple Maven: which way will Apple stock&nbsp;head next?</p><p><blockquote>如果 “圣诞老人集会 ”是真的，那么圣诞假期结束后会发生什么？对于苹果专家来说更重要的是：苹果股票接下来会走哪条路？</blockquote></p><p> <b>Is Santa Claus real?</b></p><p><blockquote><b>圣诞老人是真的吗？</b></blockquote></p><p> The first question to ask is whether the Santa Claus rally is even evident in the data, or simply a myth. Do stocks really tend to spike ahead of December 24?</p><p><blockquote>第一个要问的问题是，圣诞老人集会在数据中是否显而易见，或者仅仅是一个神话。股市真的会在 12 月 24 日之前飙升吗？</blockquote></p><p> There are a few different ways to approach this one. I looked first at the S&amp;P 500’s performance over any two-week period since the early 1990s. Then, I compared my findings against the market returns in the two weeks that precede the Christmas break.</p><p><blockquote>有几种不同的方法来解决这个问题。我首先研究了自 20 世纪 90 年代初以来标普500在任何两周内的表现。然后，我将我的发现与圣诞节假期前两周的市场回报进行了比较。</blockquote></p><p> It turns out that yes, the S&amp;P 500 has historically performed better during the pre-holiday period — but only minimally: average two week return of +0.54% vs. the year-round average of +0.45%. If an extra 9 basis points of performance in two weeks seems exciting enough to you, then sure, Santa Claus has been good to Wall Street.</p><p><blockquote>事实证明，是的，标普500在节前期间的历史上表现更好，但只是微乎其微：两周平均回报率为+0.54%，而全年平均回报率为+0.45%。如果两周内额外的 9 个基点表现对您来说足够令人兴奋，那么圣诞老人对华尔街来说确实很好。</blockquote></p><p> The same thing can not be said of Apple stock and its investors. For the past three decades or so, AAPL has produced outstanding average two-week returns of +1.22%. However, in the two weeks preceding Santa’s arrival, returns have been dismal: an average loss of -1.33%.</p><p><blockquote>苹果股票及其投资者就不是这样了。在过去三十年左右的时间里，AAPL 的平均两周回报率为 +1.22%。然而，在圣诞老人到来之前的两周里，回报率却惨淡：平均亏损-1.33%。</blockquote></p><p> This observation is consistent with the idea that&nbsp;the holiday period tends to be seasonally weak for Apple shares. December has only been the ninth best month of performance for Apple stock in the year since the launch of the iPhone, in 2007.</p><p><blockquote>这一观察结果与假期期间苹果股票往往季节性疲软的观点一致。自2007年推出iPhone以来，12月只是苹果股票今年表现第九好的月份。</blockquote></p><p> The most likely rationale: investors probably buy into AAPL before the big catalysts, namely the launch of the newest iPhone model in September and Black Friday. During the holiday shopping weeks, investors “sell the news” and shed some of their AAPL holdings.</p><p><blockquote>最有可能的理由是：投资者可能会在 9 月份推出最新 iPhone 机型和黑色星期五等重大催化剂之前买入 AAPL。在假日购物周期间，投资者 “抛售消息”，抛售了部分 AAPL 股票。</blockquote></p><p> <b>What next for AAPL?</b></p><p><blockquote><b>AAPL的下一步是什么？</b></blockquote></p><p> If Apple investors feel left out of Santa’s list, they should be more excited about what comes next. Since the early 1990s, Apple stock has produced an average gain of +4.83% in the two weeks following Christmas, which is well above average. This is probably a rebound effect from the traditionally dull, pre-Santa performance. See chart below.</p><p><blockquote>如果苹果投资者觉得自己被排除在圣诞老人的名单之外，他们应该对接下来会发生什么更加兴奋。自20世纪90年代初以来，苹果股票在圣诞节后的两周内平均涨幅为+4.83%，远高于平均水平。这可能是传统上沉闷的圣诞老人表演的反弹效应。见下图。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27bca749b86e2d2be63accff7a531f64\" tg-width=\"893\" tg-height=\"456\" width=\"100%\" height=\"auto\"><span>Figure 2: Pre-Santa and Post-Santa two week Returns in AAPL and SPY.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：AAPL和SPDR标普500指数ETF圣诞节前和圣诞节后两周的回报。</span></p></blockquote></p><p> Something similar happens to the S&amp;P 500, although not to the same extent: the average post-Christmas gains of 0.80% tend to be better than those produced by the Santa rally.</p><p><blockquote>类似的情况也发生在标普500身上，尽管程度不同：圣诞节后0.80%的平均涨幅往往好于圣诞老人集会产生的涨幅。</blockquote></p><p> In the next few trading days, will Apple stock and the broad market perform as well as they have in prior years? We will keep monitoring price action through the year-end holiday to find out.</p><p><blockquote>在接下来的几个交易日里，苹果股票和大盘的表现是否会像往年一样好？我们将在年底假期期间持续监控价格走势，以找出答案。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/news/apple-stock-what-happens-after-the-santa-claus-rally\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/news/apple-stock-what-happens-after-the-santa-claus-rally","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151032995","content_text":"Santa Claus rally? Apple investors have reasons to be more excited about what comes next. Here is what the data suggests might happen to AAPL share price in the next two weeks.\nSanta Claus almost skipped Wall Street this year. The S&P 500 dipped 3.5% between December 15 and 20, putting into question the year-end rally that some expected to see. But quickly, bullishness came flooding back, as the index jumped 4% in only three days.\nFigure 1: Apple's Watch, iPhone and iPad in a Christmas theme.\nIf the “Santa Claus rally” is real, what happens after the Christmas holiday is over? And more importantly for the Apple Maven: which way will Apple stock head next?\nIs Santa Claus real?\nThe first question to ask is whether the Santa Claus rally is even evident in the data, or simply a myth. Do stocks really tend to spike ahead of December 24?\nThere are a few different ways to approach this one. I looked first at the S&P 500’s performance over any two-week period since the early 1990s. Then, I compared my findings against the market returns in the two weeks that precede the Christmas break.\nIt turns out that yes, the S&P 500 has historically performed better during the pre-holiday period — but only minimally: average two week return of +0.54% vs. the year-round average of +0.45%. If an extra 9 basis points of performance in two weeks seems exciting enough to you, then sure, Santa Claus has been good to Wall Street.\nThe same thing can not be said of Apple stock and its investors. For the past three decades or so, AAPL has produced outstanding average two-week returns of +1.22%. However, in the two weeks preceding Santa’s arrival, returns have been dismal: an average loss of -1.33%.\nThis observation is consistent with the idea that the holiday period tends to be seasonally weak for Apple shares. December has only been the ninth best month of performance for Apple stock in the year since the launch of the iPhone, in 2007.\nThe most likely rationale: investors probably buy into AAPL before the big catalysts, namely the launch of the newest iPhone model in September and Black Friday. During the holiday shopping weeks, investors “sell the news” and shed some of their AAPL holdings.\nWhat next for AAPL?\nIf Apple investors feel left out of Santa’s list, they should be more excited about what comes next. Since the early 1990s, Apple stock has produced an average gain of +4.83% in the two weeks following Christmas, which is well above average. This is probably a rebound effect from the traditionally dull, pre-Santa performance. See chart below.\nFigure 2: Pre-Santa and Post-Santa two week Returns in AAPL and SPY.\nSomething similar happens to the S&P 500, although not to the same extent: the average post-Christmas gains of 0.80% tend to be better than those produced by the Santa rally.\nIn the next few trading days, will Apple stock and the broad market perform as well as they have in prior years? We will keep monitoring price action through the year-end holiday to find out.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":4741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698737936,"gmtCreate":1640534071525,"gmtModify":1640534071719,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"title":"","htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698737936","repostId":"2193178197","repostType":4,"isVote":1,"tweetType":1,"viewCount":3843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698531664,"gmtCreate":1640441209154,"gmtModify":1640441209390,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"title":"","htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698531664","repostId":"1156159690","repostType":4,"isVote":1,"tweetType":1,"viewCount":4011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698303162,"gmtCreate":1640299458105,"gmtModify":1640299458875,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"title":"","htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698303162","repostId":"2193078140","repostType":4,"isVote":1,"tweetType":1,"viewCount":3702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691285410,"gmtCreate":1640207194191,"gmtModify":1640207194417,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"title":"","htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691285410","repostId":"1122126959","repostType":4,"isVote":1,"tweetType":1,"viewCount":4129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691343912,"gmtCreate":1640141099077,"gmtModify":1640141099310,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"title":"","htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691343912","repostId":"1184116002","repostType":4,"repost":{"id":"1184116002","kind":"news","pubTimestamp":1640140972,"share":"https://www.laohunote.com/m/news/1184116002?lang=zh_CN&edition=full","pubTime":"2021-12-22 10:42","market":"us","language":"en","title":"Palantir: Buy The Dip Before Year-End<blockquote>Palantir：年底前逢低买入</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184116002","media":"Seeking Alpha","summary":"Summary\n\nShares of Palantir have dropped 30% since the start of November, despite a fundamental busi","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Shares of Palantir have dropped 30% since the start of November, despite a fundamental business that continues to thrive.</li>  <li>In particular, Palantir has been successful at diversifying away from government contracts, with overall commercial revenue growth accelerating in Q3 and more than doubling in the U.S.</li>  <li>Still, the government business is not slacking, with the company winning recent contracts with the Air Force, Department of Health and Human Services, and National Institutes of Health.</li>  <li>Cash flow is also trending ahead of plan, driving the company to boost its full-year cash flow guidance by $100 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d27ed9cd275848c088c2f7966c6a9b0c\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>尽管基本面业务持续蓬勃发展，但 Palantir 的股价自 11 月初以来已下跌 30%。</li><li>特别是，Palantir 成功地实现了政府合同的多元化，第三季度整体商业收入增长加速，在美国增长了一倍多。</li><li>尽管如此，政府业务并没有懈怠，该公司最近赢得了与空军、卫生与公众服务部以及美国国立卫生研究院的合同。</li><li>现金流的趋势也超前于计划，推动该公司将全年现金流指引提高了 1 亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> The mantra of \"thinking and investing for the long term\" is a well-touted investment principle, yet rarely ever put into practice. It's also a rule that is most commonly broken in the tech sector, where investors choose their stocks primarily based on momentum and rarely based on fundamentals and value.</p><p><blockquote>“长期思考和投资”的口头禅是一个被吹捧的投资原则，但很少付诸实践。这也是科技行业最常被打破的规则，投资者主要根据势头选择股票，很少根据基本面和价值。</blockquote></p><p> So when the great growth correction of 2021 happened in the fourth quarter this year, while many stocks certainly deserved a small correction and a breather in valuations, many high-quality names got knocked down multiple pegs far more than their fundamentals justify. In this bucket is Palantir (PLTR), the big data analytics powerhouse which has seen a tremendous correction in its share price despite a business that has never looked healthier.</p><p><blockquote>因此，当 2021 年的大幅增长调整发生在今年第四季度时，虽然许多股票肯定应该得到小幅调整和估值喘息，但许多优质股票受到的多重挂钩打击远远超出了其基本面的合理范围。大数据分析巨头 Palantir (PLTR) 就是其中之一，尽管业务看起来从未如此健康，但其股价却出现了巨大调整。</blockquote></p><p> Perhaps alone among high-profile software IPOs, Palantir has had a very rocky trading journey since going public last October. Palantir took a while to get off the ground, as investors worried early on that the lack of an insider lockup period would pressure Palantir's ability to rally. The stock did end up rallying and peaked near $40 in mid-February, before proceeding to trade in a very jagged and choppy fashion throughout the rest of the year, including a ~30% decline since November alongside other tech growth stocks.</p><p><blockquote>Palantir 可能是备受瞩目的软件 IPO 中唯一一家，自去年 10 月上市以来，它的交易历程非常坎坷。Palantir 花了一段时间才起步，因为投资者很早就担心缺乏内部锁定期会给 Palantir 的反弹能力带来压力。该股最终确实反弹，并在 2 月中旬达到 40 美元附近的峰值，然后在今年剩余时间里以非常锯齿状和波动的方式进行交易，包括自 11 月以来与其他科技股一起下跌了约 30%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28dd4c60f2471cddc190b107c562cb57\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Throughout this tumultuous time period, I've happily held onto my Palantir stock, and this company is one of the rare exceptions where I'm&nbsp;<b>very bullish</b>&nbsp;on a stock that is technically trading at quite expensive valuation multiples (though, with the sharp correction from February peaks, Palantir isn't trading at the egregiously expensive multiples it was trading at earlier). I continue to view Palantir as a tech mega-cap in the making, one with a powerhouse software platform that is broadly applicable across industries, and across both the public and private sectors. Currently dominant primarily in the United States, Palantir also has broadly untested expansion opportunities abroad, where innovation in big data and machine learning technologies has not quite yet matured.</p><p><blockquote>在这段动荡的时期，我很高兴地持有我的 Palantir 股票，而这家公司是我持有的少数例外之一<b>非常看涨</b>从技术上讲，这只股票的交易估值倍数相当昂贵（不过，随着 2 月份峰值的大幅回调，Palantir 的交易倍数并没有像之前那样昂贵）。我仍然将 Palantir 视为一家正在形成的科技巨头，拥有广泛适用于各行各业、公共和私营部门的强大软件平台。Palantir目前主要在美国占据主导地位，在大数据和机器学习技术的创新尚未完全成熟的国外也有未经测试的扩张机会。</blockquote></p><p> Stay long here, and add to your positions in Palantir at its new lower price before year-end: in my view, Palantir is well-equipped to outperform the market indices for years to come.</p><p><blockquote>长期留在这里，并在年底前以新的较低价格增加您在 Palantir 的头寸：在我看来，Palantir 有能力在未来几年跑赢市场指数。</blockquote></p><p> <b>Recent wins showcase how prominent Palantir is</b></p><p><blockquote><b>最近的胜利展示了 Palantir 的突出地位</b></blockquote></p><p> Before we get into more granular details and fundamentals, it's worthwhile to illustrate that Palantir has been busy from a go-to-market perspective. The company is always on the heels of some large, transformational deal, and the current situation is no different. In particular, the company has just recently signed a multi-year $60 million deal with the National Institutes of Health:</p><p><blockquote>在我们深入探讨更详细的细节和基本面之前，值得说明的是，Palantir 从上市的角度一直很忙。该公司总是紧随一些大型转型交易之后，目前的情况也不例外。特别是，该公司最近刚刚与美国国立卫生研究院签署了一项价值 6000 万美元的多年期协议：</blockquote></p><p> Figure 1. Palantir NIH win</p><p><blockquote>图1。Palantir ni win</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db52b9f945c292c1b56f4d6b0a3ed00d\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 第三季度收益表</span></p></blockquote></p><p> And, building off the strength that Palantir has historically enjoyed with the U.S. armed forces, the company also signed a four-year $87 million deal with the Department of Veterans Affairs:</p><p><blockquote>此外，凭借 Palantir 历来与美国武装部队的实力，该公司还与退伍军人事务部签署了一项为期四年、价值 8700 万美元的协议：</blockquote></p><p> Figure 2. Palantir VA win</p><p><blockquote>图2。帕兰蒂尔和温</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/905489ce382c58d0ea9896420a67ce9a\" tg-width=\"640\" tg-height=\"301\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 第三季度收益表</span></p></blockquote></p><p> And though the large deals that Palantir showcase are typically public-sector deals, the company's commercial/enterprise sales have recently picked up steam as well, which we'll discuss in further detail in this article.</p><p><blockquote>尽管Palantir展示的大宗交易通常是公共部门交易，但该公司的商业/企业销售最近也有所上升，我们将在本文中进一步讨论。</blockquote></p><p> <b>The bullish thesis for Palantir, revisited</b></p><p><blockquote><b>Palantir 的看涨论点，重新审视</b></blockquote></p><p> With the recent pessimism in Palantir stock over the past two months, it can be easy for investors to forget the longer-term bullish thesis and fundamental merits that this company possesses in abundance.</p><p><blockquote>由于过去两个月 Palantir 股票的悲观情绪，投资者很容易忘记该公司拥有的长期看涨论点和基本面优势。</blockquote></p><p></p><p> Here's a refresher of all the key reasons why this company is a superstar:</p><p><blockquote>以下是这家公司成为超级明星的所有关键原因：</blockquote></p><p> <ul>  <li><b>Big data is a massive discipline that can be applied in nearly limitless ways.</b>Palantir isn't a software company that serves only one or a limited set of use cases. Data and inferences that can be made from data are prevalent in just about everything: which explains why Palantir is such a powerful tool for both public and private sector clients.</li>  <li><b>Growth at scale.</b>Despite being at a ~$2 billion annual revenue scale, Palantir continues to deliver 30-40% y/y revenue growth, and its long-term outlook calls for the company to be able to sustain growth rates in excess of 30% y/y through at least 2025. Few companies are able to achieve this kind of growth at scale, and it's a testament to the wide applicability of Palantir's products and the humongous clientele it has drawn (in particular, the U.S. Army).</li>  <li><b>Stepping up go-to-market momentum.</b>Palantir is chasing growth across a wide variety of channels. The company has stepped up its sales hiring this year, a nod at the broad market opportunity it has and the need for more territory coverage. Palantir also has deepened relationships with ISVs (integrated service vendors) that can resell Palantir's products without its involvement and offer additional coverage that Palantir's direct sales force can't handle.</li>  <li><b>One foot in the public sector, one foot in private</b>. Palantir made its name on being a large federal government contractor, but its products are just as compelling to an enterprise segment that is growing ever more obsessed with the value of big data. Most software companies start off as primarily dealing with enterprise buyers, and then hopefully getting FedRAMP certification to sell into public sector clients later. Palantir did the reverse: but now, its momentum with Fortune 100 companies is continuing to grow, and customer adds are continuing to trend at an impressive pace.</li>  <li><b>Free cash flow.</b>Though not yet profitable from a GAAP standpoint, Palantir continues to exceed internal expectations for free cash flow, which means the business is self-financing (a departure from. many other rapid-growth software companies that continue to need to raise capital to finance their losses).</li> </ul> <b>Valuation isn't cheap, but more reasonable than in the past</b></p><p><blockquote><ul><li><b>大数据是一门庞大的学科，可以以几乎无限的方式应用。</b>Palantir不是一家只服务于一个或有限一组用例的软件公司。数据和从数据中得出的推论几乎在所有事情中都很普遍：这解释了为什么Palantir对公共和私营部门客户来说都是如此强大的工具。</li><li><b>规模增长。</b>尽管年收入规模约为 20 亿美元，Palantir 仍继续实现 30-40% 的同比收入增长，其长期展望评级是该公司至少到 2025 年能够保持超过 30% 的同比增长率。很少有公司能够实现这种大规模增长，这证明了 Palantir 产品的广泛适用性及其吸引的庞大客户（特别是美国陆军）。</li><li><b>加大上市势头。</b>Palantir 正在通过各种渠道追求增长。该公司今年加大了销售招聘力度，这是对其拥有广阔市场机会以及对更多地区覆盖的需求的认可。Palantir还加深了与ISV（综合服务供应商）的关系，ISV可以在没有其参与的情况下转售Palantir的产品，并提供Palantir直销团队无法处理的额外覆盖范围。</li><li><b>一只脚在公共部门，一只脚在私营部门</b>. Palantir 因成为一家大型联邦政府承包商而声名鹊起，但其产品对越来越痴迷于大数据价值的企业部门来说同样具有吸引力。大多数软件公司一开始主要与企业买家打交道，然后希望获得FedRAMP认证，以便以后销售给公共部门客户。Palantir 的做法恰恰相反：但现在，它与财富 100 强公司的势头持续增长，客户增加继续以令人印象深刻的速度呈现。</li><li><b>自由现金流。</b>尽管从 GAAP 的角度来看尚未盈利，但 Palantir 继续超出自由现金流的内部预期，这意味着该业务是自筹资金的（与许多其他快速增长的软件公司不同，它们仍然需要筹集资金来弥补亏损）。</li></ul><b>估值不便宜，但比过去更合理</b></blockquote></p><p> I wouldn't go so far as to say that Palantir's recent correction has left the stock at cheap levels - but for the caliber of this company's brand, plus its consistent combination of hyper-growth at scale while building up profitability and margins, I view its current valuation as quite reasonable.</p><p><blockquote>我不会说 Palantir 最近的调整使该股处于廉价水平 - 但对于该公司的品牌规模，加上其在建立盈利能力和利润率的同时持续的规模高速增长，我认为它目前的估值相当合理。</blockquote></p><p> At current share prices near $18, Palantir trades at a market cap of $35.99 billion. After netting off the $2.48 billion cash pile on its books (another reason to be bullish on Palantir: it has a load of cash and is unencumbered by debt), its resulting&nbsp;<b>enterprise value is $33.51 billion.</b></p><p><blockquote>目前股价接近 18 美元，Palantir 的市值为 359.9 亿美元。在扣除账面上 24.8 亿美元的现金后（看好 Palantir 的另一个原因：它拥有大量现金，并且不受债务负担），其结果<b>企业价值为335.1亿美元。</b></blockquote></p><p> For next fiscal year FY22, meanwhile, Wall Street analysts are expecting Palantir to deliver $1.98 billion in revenue, representing 30% y/y revenue growth (data from&nbsp;Yahoo Finance). Considering the company has committed to 30%+ annual revenue growth throughout 2022 (and this is a company that has routinely delivered well ahead of its promises), I'd say this outlook is a little dim. Yet regardless of that, at this revenue estimate Palantir trades at&nbsp;<b>16.9x EV/FY22 revenue.</b></p><p><blockquote>与此同时，华尔街分析师预计 Palantir 将实现 19.8 亿美元的收入，同比增长 30%（数据来自雅虎财经）。考虑到该公司承诺在 2022 年全年实现 30% 以上的年收入增长（而且这家公司经常远远超出其承诺），我认为这个前景有点黯淡。尽管如此，根据这一收入估计，Palantir 的交易价格为<b>16.9 倍 EV/2022 财年收入。</b></blockquote></p><p> Again, we can hardly call this cheap, and in the face of rising interest rates, certainly Palantir's prior valuation multiples in the high-20s were unsustainable. But given this company's rapid growth trajectory, I'd say the ~$18 price level still represents a great entry point for the longer-term investor.</p><p><blockquote>同样，我们很难以如此便宜的价格看涨期权，而且面对不断上升的利率，Palantir 之前在 20 多岁的估值倍数肯定是不可持续的。但考虑到这家公司的快速增长轨迹，我认为约 18 美元的价格水平对于长期投资者来说仍然是一个很好的切入点。</blockquote></p><p> <b>Q3 results showcase tremendous fundamental traction, especially in the commercial segment</b></p><p><blockquote><b>第三季度业绩显示了巨大的基本面牵引力，尤其是在商业领域</b></blockquote></p><p> We additionally note that Palantir's end-of-year correction has been accompanied by a continuation of its strong fundamentals. Take a look at the Q3 earnings results below:</p><p><blockquote>我们还注意到，Palantir 的年终调整伴随着其强劲基本面的延续。看看下面的第三季度盈利结果：</blockquote></p><p> Figure 3. Palantir Q3 results</p><p><blockquote>图3。Palantir第三季度业绩</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e606183fac49ce4616a25d86d7fac0cf\" tg-width=\"640\" tg-height=\"585\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 第三季度收益表</span></p></blockquote></p><p> Palantir's revenue grew at a robust 35% y/y pace to $392.1 million in the quarter, beating Wall Street's expectations of $386.6 million (+33% y/y) by a two-point margin. We note that revenue growth did decelerate versus 49% y/y growth in Q2, but that's largely due to an easier comp versus the pandemic period in Q2 of last year.</p><p><blockquote>Palantir 本季度收入同比强劲增长 35%，达到 3.921 亿美元，超出华尔街预期的 3.866 亿美元（同比增长 33%）两个百分点。我们注意到，与第二季度 49% 的同比增长率相比，收入增长确实有所放缓，但这主要是由于与去年第二季度的大流行时期相比，收入增长更容易。</blockquote></p><p> The major highlight in Q3 was Palantir's success in driving enterprise go-to-market. The company reported commercial revenue growth of 37% y/y in Q3 - which, despite tougher comps, represented substantial acceleration over the prior few quarters:</p><p><blockquote>第三季度的主要亮点是 Palantir 在推动企业上市方面的成功。该公司报告第三季度商业收入同比增长 37%，尽管竞争更加艰难，但比前几个季度大幅加速：</blockquote></p><p> Figure 4. Palantir commercial revenue trends</p><p><blockquote>图4。Palantir 商业收入趋势</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ad4016e482cb4fc94422618c18cd3a0\" tg-width=\"640\" tg-height=\"398\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 第三季度收益表</span></p></blockquote></p><p> We note as well that when counting U.S. commercial revenue only, Palantir grew domestic enterprise revenue at a blazing&nbsp;<b>103% y/y pace.</b></p><p><blockquote>我们还注意到，仅计算美国商业收入时，Palantir 国内企业收入增长迅猛<b>同比增长 103%。</b></blockquote></p><p> Note as well that as of the moment, Palantir remains a relatively early-stage enterprise software vendor with relatively few, but large customers. Q3 saw the biggest customer expansion in Palantir's history. The company added 34 net-new customers in Q3 to end the quarter at 203 total customers, which is a significant 20% expansion in the company's customer base in the space of a single quarter. Year over year, the company also boosted its commercial customer counts by 46%.</p><p><blockquote>另请注意，截至目前，Palantir仍然是一家相对早期的企业软件供应商，客户相对较少，但规模较大。第三季度见证了 Palantir 历史上最大的客户扩张。该公司第三季度净增客户 34 家，截至本季度末客户总数为 203 家，这意味着该公司客户群在单季度内显着扩大了 20%。该公司的商业客户数量也同比增长了 46%。</blockquote></p><p> Figure 5. Palantir customer adds</p><p><blockquote>图5。Palantir 客户添加</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c334545c0f1a8387eead268cc0ce5f1\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 第三季度收益表</span></p></blockquote></p><p> Recall as well that for its enterprise customers, Palantir adopts a \"land and expand\" playbook that many SaaS companies adhere to. These customers may start off as smaller deployments that grow substantially over time.</p><p><blockquote>还要记住，对于其企业客户，Palantir采用了许多SaaS公司坚持的“土地和扩张”策略。这些客户可能从较小的部署开始，随着时间的推移会大幅增长。</blockquote></p><p> Equally worth noting is that Palantir's&nbsp;<b>billings</b>&nbsp;expanded 56% y/y to $347 million. The surplus of Palantir's billings growth rates over its revenue growth, plus the sharp buildup in its remaining performance obligations, give us confidence that the company will be able to make good on its promise of sustaining 30%+ revenue growth for years to come.</p><p><blockquote>同样值得注意的是，Palantir<b>比林斯</b>同比增长 56%，达到 3.47 亿美元。Palantir 的账单增长率超过其收入增长，加上其剩余履约义务的急剧增加，让我们相信该公司将能够兑现未来几年维持 30% 以上收入增长的承诺。</blockquote></p><p> Lastly, a word on profitability. Palantir's customer growth, and at a positive contribution margin as well, has driven the company to dramatically boost its adjusted free cash flow. In Q3, adjusted FCF hit $119 million, or a ~30% adjusted FCF margin - versus cash&nbsp;<b>burn</b>&nbsp;of -$53 million in the prior-year period.</p><p><blockquote>最后，谈谈盈利能力。Palantir 的客户增长以及正贡献率促使该公司大幅增加调整后的自由现金流。第三季度，调整后自由现金流达到 1.19 亿美元，调整后自由现金流利润率约为 30% - 与现金相比<b>燃烧</b>上年同期为-5300万美元。</blockquote></p><p> Figure 6. Palantir FCF trends</p><p><blockquote>图6。Palantir FCF 趋势</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca53d0292b7696376d644c0d6a85e707\" tg-width=\"640\" tg-height=\"313\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 第三季度收益表</span></p></blockquote></p><p> Building on the strength in cash flow that the company has seen all year, Palantir management also increased its annual FCF guidance for FY21 to $400+ million, versus a prior outlook of just $300+ million. These moves, in my view, solidify to investors in a very risk-off market mindset that Palantir isn't just growing robustly, but also keeping profitability balance in mind.</p><p><blockquote>在公司全年现金流强劲的基础上，Palantir 管理层还将 2021 财年的年度自由现金流指引提高至 4 亿多美元，而之前的预期仅为 3 亿多美元。在我看来，这些举措巩固了投资者对风险规避的市场心态，即 Palantir 不仅增长强劲，而且还保持了盈利平衡。</blockquote></p><p> <b>Key takeaways</b></p><p><blockquote><b>主要要点</b></blockquote></p><p> In my view, Palantir retains a very long runway for success. The company's undisputed category leadership in big data and analytics continues to prove out new use cases for both public and private-sector teams, and the fact that Palantir can continue to grow at &gt;30% y/y despite hitting an expected ~$2 billion annual revenue run rate next year further solidifies that Palantir is a unique and rare story in the software sector. Take advantage of the ~30% correction since November to build up a well-timed position in this stock.</p><p><blockquote>在我看来，Palantir 为成功保留了一条很长的跑道。该公司在大数据和分析领域无可争议的类别领先地位继续为公共和私营部门团队证明新的用例，事实上，尽管预计明年年收入将达到约 20 亿美元，但 Palantir 仍能继续以 30% 以上的速度增长明年，这进一步巩固了 Palantir 是软件领域一个独特而罕见的故事。利用 11 月以来约 30% 的回调，及时建仓该股。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Buy The Dip Before Year-End<blockquote>Palantir：年底前逢低买入</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Buy The Dip Before Year-End<blockquote>Palantir：年底前逢低买入</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\">2021-12-22 10:42</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>Shares of Palantir have dropped 30% since the start of November, despite a fundamental business that continues to thrive.</li>  <li>In particular, Palantir has been successful at diversifying away from government contracts, with overall commercial revenue growth accelerating in Q3 and more than doubling in the U.S.</li>  <li>Still, the government business is not slacking, with the company winning recent contracts with the Air Force, Department of Health and Human Services, and National Institutes of Health.</li>  <li>Cash flow is also trending ahead of plan, driving the company to boost its full-year cash flow guidance by $100 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d27ed9cd275848c088c2f7966c6a9b0c\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>尽管基本面业务持续蓬勃发展，但 Palantir 的股价自 11 月初以来已下跌 30%。</li><li>特别是，Palantir 成功地实现了政府合同的多元化，第三季度整体商业收入增长加速，在美国增长了一倍多。</li><li>尽管如此，政府业务并没有懈怠，该公司最近赢得了与空军、卫生与公众服务部以及美国国立卫生研究院的合同。</li><li>现金流的趋势也超前于计划，推动该公司将全年现金流指引提高了 1 亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> The mantra of \"thinking and investing for the long term\" is a well-touted investment principle, yet rarely ever put into practice. It's also a rule that is most commonly broken in the tech sector, where investors choose their stocks primarily based on momentum and rarely based on fundamentals and value.</p><p><blockquote>“长期思考和投资”的口头禅是一个被吹捧的投资原则，但很少付诸实践。这也是科技行业最常被打破的规则，投资者主要根据势头选择股票，很少根据基本面和价值。</blockquote></p><p> So when the great growth correction of 2021 happened in the fourth quarter this year, while many stocks certainly deserved a small correction and a breather in valuations, many high-quality names got knocked down multiple pegs far more than their fundamentals justify. In this bucket is Palantir (PLTR), the big data analytics powerhouse which has seen a tremendous correction in its share price despite a business that has never looked healthier.</p><p><blockquote>因此，当 2021 年的大幅增长调整发生在今年第四季度时，虽然许多股票肯定应该得到小幅调整和估值喘息，但许多优质股票受到的多重挂钩打击远远超出了其基本面的合理范围。大数据分析巨头 Palantir (PLTR) 就是其中之一，尽管业务看起来从未如此健康，但其股价却出现了巨大调整。</blockquote></p><p> Perhaps alone among high-profile software IPOs, Palantir has had a very rocky trading journey since going public last October. Palantir took a while to get off the ground, as investors worried early on that the lack of an insider lockup period would pressure Palantir's ability to rally. The stock did end up rallying and peaked near $40 in mid-February, before proceeding to trade in a very jagged and choppy fashion throughout the rest of the year, including a ~30% decline since November alongside other tech growth stocks.</p><p><blockquote>Palantir 可能是备受瞩目的软件 IPO 中唯一一家，自去年 10 月上市以来，它的交易历程非常坎坷。Palantir 花了一段时间才起步，因为投资者很早就担心缺乏内部锁定期会给 Palantir 的反弹能力带来压力。该股最终确实反弹，并在 2 月中旬达到 40 美元附近的峰值，然后在今年剩余时间里以非常锯齿状和波动的方式进行交易，包括自 11 月以来与其他科技股一起下跌了约 30%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28dd4c60f2471cddc190b107c562cb57\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Throughout this tumultuous time period, I've happily held onto my Palantir stock, and this company is one of the rare exceptions where I'm&nbsp;<b>very bullish</b>&nbsp;on a stock that is technically trading at quite expensive valuation multiples (though, with the sharp correction from February peaks, Palantir isn't trading at the egregiously expensive multiples it was trading at earlier). I continue to view Palantir as a tech mega-cap in the making, one with a powerhouse software platform that is broadly applicable across industries, and across both the public and private sectors. Currently dominant primarily in the United States, Palantir also has broadly untested expansion opportunities abroad, where innovation in big data and machine learning technologies has not quite yet matured.</p><p><blockquote>在这段动荡的时期，我很高兴地持有我的 Palantir 股票，而这家公司是我持有的少数例外之一<b>非常看涨</b>从技术上讲，这只股票的交易估值倍数相当昂贵（不过，随着 2 月份峰值的大幅回调，Palantir 的交易倍数并没有像之前那样昂贵）。我仍然将 Palantir 视为一家正在形成的科技巨头，拥有广泛适用于各行各业、公共和私营部门的强大软件平台。Palantir目前主要在美国占据主导地位，在大数据和机器学习技术的创新尚未完全成熟的国外也有未经测试的扩张机会。</blockquote></p><p> Stay long here, and add to your positions in Palantir at its new lower price before year-end: in my view, Palantir is well-equipped to outperform the market indices for years to come.</p><p><blockquote>长期留在这里，并在年底前以新的较低价格增加您在 Palantir 的头寸：在我看来，Palantir 有能力在未来几年跑赢市场指数。</blockquote></p><p> <b>Recent wins showcase how prominent Palantir is</b></p><p><blockquote><b>最近的胜利展示了 Palantir 的突出地位</b></blockquote></p><p> Before we get into more granular details and fundamentals, it's worthwhile to illustrate that Palantir has been busy from a go-to-market perspective. The company is always on the heels of some large, transformational deal, and the current situation is no different. In particular, the company has just recently signed a multi-year $60 million deal with the National Institutes of Health:</p><p><blockquote>在我们深入探讨更详细的细节和基本面之前，值得说明的是，Palantir 从上市的角度一直很忙。该公司总是紧随一些大型转型交易之后，目前的情况也不例外。特别是，该公司最近刚刚与美国国立卫生研究院签署了一项价值 6000 万美元的多年期协议：</blockquote></p><p> Figure 1. Palantir NIH win</p><p><blockquote>图1。Palantir ni win</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db52b9f945c292c1b56f4d6b0a3ed00d\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 第三季度收益表</span></p></blockquote></p><p> And, building off the strength that Palantir has historically enjoyed with the U.S. armed forces, the company also signed a four-year $87 million deal with the Department of Veterans Affairs:</p><p><blockquote>此外，凭借 Palantir 历来与美国武装部队的实力，该公司还与退伍军人事务部签署了一项为期四年、价值 8700 万美元的协议：</blockquote></p><p> Figure 2. Palantir VA win</p><p><blockquote>图2。帕兰蒂尔和温</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/905489ce382c58d0ea9896420a67ce9a\" tg-width=\"640\" tg-height=\"301\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 第三季度收益表</span></p></blockquote></p><p> And though the large deals that Palantir showcase are typically public-sector deals, the company's commercial/enterprise sales have recently picked up steam as well, which we'll discuss in further detail in this article.</p><p><blockquote>尽管Palantir展示的大宗交易通常是公共部门交易，但该公司的商业/企业销售最近也有所上升，我们将在本文中进一步讨论。</blockquote></p><p> <b>The bullish thesis for Palantir, revisited</b></p><p><blockquote><b>Palantir 的看涨论点，重新审视</b></blockquote></p><p> With the recent pessimism in Palantir stock over the past two months, it can be easy for investors to forget the longer-term bullish thesis and fundamental merits that this company possesses in abundance.</p><p><blockquote>由于过去两个月 Palantir 股票的悲观情绪，投资者很容易忘记该公司拥有的长期看涨论点和基本面优势。</blockquote></p><p></p><p> Here's a refresher of all the key reasons why this company is a superstar:</p><p><blockquote>以下是这家公司成为超级明星的所有关键原因：</blockquote></p><p> <ul>  <li><b>Big data is a massive discipline that can be applied in nearly limitless ways.</b>Palantir isn't a software company that serves only one or a limited set of use cases. Data and inferences that can be made from data are prevalent in just about everything: which explains why Palantir is such a powerful tool for both public and private sector clients.</li>  <li><b>Growth at scale.</b>Despite being at a ~$2 billion annual revenue scale, Palantir continues to deliver 30-40% y/y revenue growth, and its long-term outlook calls for the company to be able to sustain growth rates in excess of 30% y/y through at least 2025. Few companies are able to achieve this kind of growth at scale, and it's a testament to the wide applicability of Palantir's products and the humongous clientele it has drawn (in particular, the U.S. Army).</li>  <li><b>Stepping up go-to-market momentum.</b>Palantir is chasing growth across a wide variety of channels. The company has stepped up its sales hiring this year, a nod at the broad market opportunity it has and the need for more territory coverage. Palantir also has deepened relationships with ISVs (integrated service vendors) that can resell Palantir's products without its involvement and offer additional coverage that Palantir's direct sales force can't handle.</li>  <li><b>One foot in the public sector, one foot in private</b>. Palantir made its name on being a large federal government contractor, but its products are just as compelling to an enterprise segment that is growing ever more obsessed with the value of big data. Most software companies start off as primarily dealing with enterprise buyers, and then hopefully getting FedRAMP certification to sell into public sector clients later. Palantir did the reverse: but now, its momentum with Fortune 100 companies is continuing to grow, and customer adds are continuing to trend at an impressive pace.</li>  <li><b>Free cash flow.</b>Though not yet profitable from a GAAP standpoint, Palantir continues to exceed internal expectations for free cash flow, which means the business is self-financing (a departure from. many other rapid-growth software companies that continue to need to raise capital to finance their losses).</li> </ul> <b>Valuation isn't cheap, but more reasonable than in the past</b></p><p><blockquote><ul><li><b>大数据是一门庞大的学科，可以以几乎无限的方式应用。</b>Palantir不是一家只服务于一个或有限一组用例的软件公司。数据和从数据中得出的推论几乎在所有事情中都很普遍：这解释了为什么Palantir对公共和私营部门客户来说都是如此强大的工具。</li><li><b>规模增长。</b>尽管年收入规模约为 20 亿美元，Palantir 仍继续实现 30-40% 的同比收入增长，其长期展望评级是该公司至少到 2025 年能够保持超过 30% 的同比增长率。很少有公司能够实现这种大规模增长，这证明了 Palantir 产品的广泛适用性及其吸引的庞大客户（特别是美国陆军）。</li><li><b>加大上市势头。</b>Palantir 正在通过各种渠道追求增长。该公司今年加大了销售招聘力度，这是对其拥有广阔市场机会以及对更多地区覆盖的需求的认可。Palantir还加深了与ISV（综合服务供应商）的关系，ISV可以在没有其参与的情况下转售Palantir的产品，并提供Palantir直销团队无法处理的额外覆盖范围。</li><li><b>一只脚在公共部门，一只脚在私营部门</b>. Palantir 因成为一家大型联邦政府承包商而声名鹊起，但其产品对越来越痴迷于大数据价值的企业部门来说同样具有吸引力。大多数软件公司一开始主要与企业买家打交道，然后希望获得FedRAMP认证，以便以后销售给公共部门客户。Palantir 的做法恰恰相反：但现在，它与财富 100 强公司的势头持续增长，客户增加继续以令人印象深刻的速度呈现。</li><li><b>自由现金流。</b>尽管从 GAAP 的角度来看尚未盈利，但 Palantir 继续超出自由现金流的内部预期，这意味着该业务是自筹资金的（与许多其他快速增长的软件公司不同，它们仍然需要筹集资金来弥补亏损）。</li></ul><b>估值不便宜，但比过去更合理</b></blockquote></p><p> I wouldn't go so far as to say that Palantir's recent correction has left the stock at cheap levels - but for the caliber of this company's brand, plus its consistent combination of hyper-growth at scale while building up profitability and margins, I view its current valuation as quite reasonable.</p><p><blockquote>我不会说 Palantir 最近的调整使该股处于廉价水平 - 但对于该公司的品牌规模，加上其在建立盈利能力和利润率的同时持续的规模高速增长，我认为它目前的估值相当合理。</blockquote></p><p> At current share prices near $18, Palantir trades at a market cap of $35.99 billion. After netting off the $2.48 billion cash pile on its books (another reason to be bullish on Palantir: it has a load of cash and is unencumbered by debt), its resulting&nbsp;<b>enterprise value is $33.51 billion.</b></p><p><blockquote>目前股价接近 18 美元，Palantir 的市值为 359.9 亿美元。在扣除账面上 24.8 亿美元的现金后（看好 Palantir 的另一个原因：它拥有大量现金，并且不受债务负担），其结果<b>企业价值为335.1亿美元。</b></blockquote></p><p> For next fiscal year FY22, meanwhile, Wall Street analysts are expecting Palantir to deliver $1.98 billion in revenue, representing 30% y/y revenue growth (data from&nbsp;Yahoo Finance). Considering the company has committed to 30%+ annual revenue growth throughout 2022 (and this is a company that has routinely delivered well ahead of its promises), I'd say this outlook is a little dim. Yet regardless of that, at this revenue estimate Palantir trades at&nbsp;<b>16.9x EV/FY22 revenue.</b></p><p><blockquote>与此同时，华尔街分析师预计 Palantir 将实现 19.8 亿美元的收入，同比增长 30%（数据来自雅虎财经）。考虑到该公司承诺在 2022 年全年实现 30% 以上的年收入增长（而且这家公司经常远远超出其承诺），我认为这个前景有点黯淡。尽管如此，根据这一收入估计，Palantir 的交易价格为<b>16.9 倍 EV/2022 财年收入。</b></blockquote></p><p> Again, we can hardly call this cheap, and in the face of rising interest rates, certainly Palantir's prior valuation multiples in the high-20s were unsustainable. But given this company's rapid growth trajectory, I'd say the ~$18 price level still represents a great entry point for the longer-term investor.</p><p><blockquote>同样，我们很难以如此便宜的价格看涨期权，而且面对不断上升的利率，Palantir 之前在 20 多岁的估值倍数肯定是不可持续的。但考虑到这家公司的快速增长轨迹，我认为约 18 美元的价格水平对于长期投资者来说仍然是一个很好的切入点。</blockquote></p><p> <b>Q3 results showcase tremendous fundamental traction, especially in the commercial segment</b></p><p><blockquote><b>第三季度业绩显示了巨大的基本面牵引力，尤其是在商业领域</b></blockquote></p><p> We additionally note that Palantir's end-of-year correction has been accompanied by a continuation of its strong fundamentals. Take a look at the Q3 earnings results below:</p><p><blockquote>我们还注意到，Palantir 的年终调整伴随着其强劲基本面的延续。看看下面的第三季度盈利结果：</blockquote></p><p> Figure 3. Palantir Q3 results</p><p><blockquote>图3。Palantir第三季度业绩</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e606183fac49ce4616a25d86d7fac0cf\" tg-width=\"640\" tg-height=\"585\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 第三季度收益表</span></p></blockquote></p><p> Palantir's revenue grew at a robust 35% y/y pace to $392.1 million in the quarter, beating Wall Street's expectations of $386.6 million (+33% y/y) by a two-point margin. We note that revenue growth did decelerate versus 49% y/y growth in Q2, but that's largely due to an easier comp versus the pandemic period in Q2 of last year.</p><p><blockquote>Palantir 本季度收入同比强劲增长 35%，达到 3.921 亿美元，超出华尔街预期的 3.866 亿美元（同比增长 33%）两个百分点。我们注意到，与第二季度 49% 的同比增长率相比，收入增长确实有所放缓，但这主要是由于与去年第二季度的大流行时期相比，收入增长更容易。</blockquote></p><p> The major highlight in Q3 was Palantir's success in driving enterprise go-to-market. The company reported commercial revenue growth of 37% y/y in Q3 - which, despite tougher comps, represented substantial acceleration over the prior few quarters:</p><p><blockquote>第三季度的主要亮点是 Palantir 在推动企业上市方面的成功。该公司报告第三季度商业收入同比增长 37%，尽管竞争更加艰难，但比前几个季度大幅加速：</blockquote></p><p> Figure 4. Palantir commercial revenue trends</p><p><blockquote>图4。Palantir 商业收入趋势</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ad4016e482cb4fc94422618c18cd3a0\" tg-width=\"640\" tg-height=\"398\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 第三季度收益表</span></p></blockquote></p><p> We note as well that when counting U.S. commercial revenue only, Palantir grew domestic enterprise revenue at a blazing&nbsp;<b>103% y/y pace.</b></p><p><blockquote>我们还注意到，仅计算美国商业收入时，Palantir 国内企业收入增长迅猛<b>同比增长 103%。</b></blockquote></p><p> Note as well that as of the moment, Palantir remains a relatively early-stage enterprise software vendor with relatively few, but large customers. Q3 saw the biggest customer expansion in Palantir's history. The company added 34 net-new customers in Q3 to end the quarter at 203 total customers, which is a significant 20% expansion in the company's customer base in the space of a single quarter. Year over year, the company also boosted its commercial customer counts by 46%.</p><p><blockquote>另请注意，截至目前，Palantir仍然是一家相对早期的企业软件供应商，客户相对较少，但规模较大。第三季度见证了 Palantir 历史上最大的客户扩张。该公司第三季度净增客户 34 家，截至本季度末客户总数为 203 家，这意味着该公司客户群在单季度内显着扩大了 20%。该公司的商业客户数量也同比增长了 46%。</blockquote></p><p> Figure 5. Palantir customer adds</p><p><blockquote>图5。Palantir 客户添加</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c334545c0f1a8387eead268cc0ce5f1\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 第三季度收益表</span></p></blockquote></p><p> Recall as well that for its enterprise customers, Palantir adopts a \"land and expand\" playbook that many SaaS companies adhere to. These customers may start off as smaller deployments that grow substantially over time.</p><p><blockquote>还要记住，对于其企业客户，Palantir采用了许多SaaS公司坚持的“土地和扩张”策略。这些客户可能从较小的部署开始，随着时间的推移会大幅增长。</blockquote></p><p> Equally worth noting is that Palantir's&nbsp;<b>billings</b>&nbsp;expanded 56% y/y to $347 million. The surplus of Palantir's billings growth rates over its revenue growth, plus the sharp buildup in its remaining performance obligations, give us confidence that the company will be able to make good on its promise of sustaining 30%+ revenue growth for years to come.</p><p><blockquote>同样值得注意的是，Palantir<b>比林斯</b>同比增长 56%，达到 3.47 亿美元。Palantir 的账单增长率超过其收入增长，加上其剩余履约义务的急剧增加，让我们相信该公司将能够兑现未来几年维持 30% 以上收入增长的承诺。</blockquote></p><p> Lastly, a word on profitability. Palantir's customer growth, and at a positive contribution margin as well, has driven the company to dramatically boost its adjusted free cash flow. In Q3, adjusted FCF hit $119 million, or a ~30% adjusted FCF margin - versus cash&nbsp;<b>burn</b>&nbsp;of -$53 million in the prior-year period.</p><p><blockquote>最后，谈谈盈利能力。Palantir 的客户增长以及正贡献率促使该公司大幅增加调整后的自由现金流。第三季度，调整后自由现金流达到 1.19 亿美元，调整后自由现金流利润率约为 30% - 与现金相比<b>燃烧</b>上年同期为-5300万美元。</blockquote></p><p> Figure 6. Palantir FCF trends</p><p><blockquote>图6。Palantir FCF 趋势</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca53d0292b7696376d644c0d6a85e707\" tg-width=\"640\" tg-height=\"313\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 第三季度收益表</span></p></blockquote></p><p> Building on the strength in cash flow that the company has seen all year, Palantir management also increased its annual FCF guidance for FY21 to $400+ million, versus a prior outlook of just $300+ million. These moves, in my view, solidify to investors in a very risk-off market mindset that Palantir isn't just growing robustly, but also keeping profitability balance in mind.</p><p><blockquote>在公司全年现金流强劲的基础上，Palantir 管理层还将 2021 财年的年度自由现金流指引提高至 4 亿多美元，而之前的预期仅为 3 亿多美元。在我看来，这些举措巩固了投资者对风险规避的市场心态，即 Palantir 不仅增长强劲，而且还保持了盈利平衡。</blockquote></p><p> <b>Key takeaways</b></p><p><blockquote><b>主要要点</b></blockquote></p><p> In my view, Palantir retains a very long runway for success. The company's undisputed category leadership in big data and analytics continues to prove out new use cases for both public and private-sector teams, and the fact that Palantir can continue to grow at &gt;30% y/y despite hitting an expected ~$2 billion annual revenue run rate next year further solidifies that Palantir is a unique and rare story in the software sector. Take advantage of the ~30% correction since November to build up a well-timed position in this stock.</p><p><blockquote>在我看来，Palantir 为成功保留了一条很长的跑道。该公司在大数据和分析领域无可争议的类别领先地位继续为公共和私营部门团队证明新的用例，事实上，尽管预计明年年收入将达到约 20 亿美元，但 Palantir 仍能继续以 30% 以上的速度增长明年，这进一步巩固了 Palantir 是软件领域一个独特而罕见的故事。利用 11 月以来约 30% 的回调，及时建仓该股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4476170-palantir-stock-buy-the-dip-before-year-end\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4476170-palantir-stock-buy-the-dip-before-year-end","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184116002","content_text":"Summary\n\nShares of Palantir have dropped 30% since the start of November, despite a fundamental business that continues to thrive.\nIn particular, Palantir has been successful at diversifying away from government contracts, with overall commercial revenue growth accelerating in Q3 and more than doubling in the U.S.\nStill, the government business is not slacking, with the company winning recent contracts with the Air Force, Department of Health and Human Services, and National Institutes of Health.\nCash flow is also trending ahead of plan, driving the company to boost its full-year cash flow guidance by $100 million.\n\nAndreas Rentz/Getty Images Entertainment\nThe mantra of \"thinking and investing for the long term\" is a well-touted investment principle, yet rarely ever put into practice. It's also a rule that is most commonly broken in the tech sector, where investors choose their stocks primarily based on momentum and rarely based on fundamentals and value.\nSo when the great growth correction of 2021 happened in the fourth quarter this year, while many stocks certainly deserved a small correction and a breather in valuations, many high-quality names got knocked down multiple pegs far more than their fundamentals justify. In this bucket is Palantir (PLTR), the big data analytics powerhouse which has seen a tremendous correction in its share price despite a business that has never looked healthier.\nPerhaps alone among high-profile software IPOs, Palantir has had a very rocky trading journey since going public last October. Palantir took a while to get off the ground, as investors worried early on that the lack of an insider lockup period would pressure Palantir's ability to rally. The stock did end up rallying and peaked near $40 in mid-February, before proceeding to trade in a very jagged and choppy fashion throughout the rest of the year, including a ~30% decline since November alongside other tech growth stocks.\nData by YCharts\nThroughout this tumultuous time period, I've happily held onto my Palantir stock, and this company is one of the rare exceptions where I'm very bullish on a stock that is technically trading at quite expensive valuation multiples (though, with the sharp correction from February peaks, Palantir isn't trading at the egregiously expensive multiples it was trading at earlier). I continue to view Palantir as a tech mega-cap in the making, one with a powerhouse software platform that is broadly applicable across industries, and across both the public and private sectors. Currently dominant primarily in the United States, Palantir also has broadly untested expansion opportunities abroad, where innovation in big data and machine learning technologies has not quite yet matured.\nStay long here, and add to your positions in Palantir at its new lower price before year-end: in my view, Palantir is well-equipped to outperform the market indices for years to come.\nRecent wins showcase how prominent Palantir is\nBefore we get into more granular details and fundamentals, it's worthwhile to illustrate that Palantir has been busy from a go-to-market perspective. The company is always on the heels of some large, transformational deal, and the current situation is no different. In particular, the company has just recently signed a multi-year $60 million deal with the National Institutes of Health:\nFigure 1. Palantir NIH win\nSource: Palantir Q3 earnings deck\nAnd, building off the strength that Palantir has historically enjoyed with the U.S. armed forces, the company also signed a four-year $87 million deal with the Department of Veterans Affairs:\nFigure 2. Palantir VA win\nSource: Palantir Q3 earnings deck\nAnd though the large deals that Palantir showcase are typically public-sector deals, the company's commercial/enterprise sales have recently picked up steam as well, which we'll discuss in further detail in this article.\nThe bullish thesis for Palantir, revisited\nWith the recent pessimism in Palantir stock over the past two months, it can be easy for investors to forget the longer-term bullish thesis and fundamental merits that this company possesses in abundance.\nHere's a refresher of all the key reasons why this company is a superstar:\n\nBig data is a massive discipline that can be applied in nearly limitless ways.Palantir isn't a software company that serves only one or a limited set of use cases. Data and inferences that can be made from data are prevalent in just about everything: which explains why Palantir is such a powerful tool for both public and private sector clients.\nGrowth at scale.Despite being at a ~$2 billion annual revenue scale, Palantir continues to deliver 30-40% y/y revenue growth, and its long-term outlook calls for the company to be able to sustain growth rates in excess of 30% y/y through at least 2025. Few companies are able to achieve this kind of growth at scale, and it's a testament to the wide applicability of Palantir's products and the humongous clientele it has drawn (in particular, the U.S. Army).\nStepping up go-to-market momentum.Palantir is chasing growth across a wide variety of channels. The company has stepped up its sales hiring this year, a nod at the broad market opportunity it has and the need for more territory coverage. Palantir also has deepened relationships with ISVs (integrated service vendors) that can resell Palantir's products without its involvement and offer additional coverage that Palantir's direct sales force can't handle.\nOne foot in the public sector, one foot in private. Palantir made its name on being a large federal government contractor, but its products are just as compelling to an enterprise segment that is growing ever more obsessed with the value of big data. Most software companies start off as primarily dealing with enterprise buyers, and then hopefully getting FedRAMP certification to sell into public sector clients later. Palantir did the reverse: but now, its momentum with Fortune 100 companies is continuing to grow, and customer adds are continuing to trend at an impressive pace.\nFree cash flow.Though not yet profitable from a GAAP standpoint, Palantir continues to exceed internal expectations for free cash flow, which means the business is self-financing (a departure from. many other rapid-growth software companies that continue to need to raise capital to finance their losses).\n\nValuation isn't cheap, but more reasonable than in the past\nI wouldn't go so far as to say that Palantir's recent correction has left the stock at cheap levels - but for the caliber of this company's brand, plus its consistent combination of hyper-growth at scale while building up profitability and margins, I view its current valuation as quite reasonable.\nAt current share prices near $18, Palantir trades at a market cap of $35.99 billion. After netting off the $2.48 billion cash pile on its books (another reason to be bullish on Palantir: it has a load of cash and is unencumbered by debt), its resulting enterprise value is $33.51 billion.\nFor next fiscal year FY22, meanwhile, Wall Street analysts are expecting Palantir to deliver $1.98 billion in revenue, representing 30% y/y revenue growth (data from Yahoo Finance). Considering the company has committed to 30%+ annual revenue growth throughout 2022 (and this is a company that has routinely delivered well ahead of its promises), I'd say this outlook is a little dim. Yet regardless of that, at this revenue estimate Palantir trades at 16.9x EV/FY22 revenue.\nAgain, we can hardly call this cheap, and in the face of rising interest rates, certainly Palantir's prior valuation multiples in the high-20s were unsustainable. But given this company's rapid growth trajectory, I'd say the ~$18 price level still represents a great entry point for the longer-term investor.\nQ3 results showcase tremendous fundamental traction, especially in the commercial segment\nWe additionally note that Palantir's end-of-year correction has been accompanied by a continuation of its strong fundamentals. Take a look at the Q3 earnings results below:\nFigure 3. Palantir Q3 results\nSource: Palantir Q3 earnings deck\nPalantir's revenue grew at a robust 35% y/y pace to $392.1 million in the quarter, beating Wall Street's expectations of $386.6 million (+33% y/y) by a two-point margin. We note that revenue growth did decelerate versus 49% y/y growth in Q2, but that's largely due to an easier comp versus the pandemic period in Q2 of last year.\nThe major highlight in Q3 was Palantir's success in driving enterprise go-to-market. The company reported commercial revenue growth of 37% y/y in Q3 - which, despite tougher comps, represented substantial acceleration over the prior few quarters:\nFigure 4. Palantir commercial revenue trends\nSource: Palantir Q3 earnings deck\nWe note as well that when counting U.S. commercial revenue only, Palantir grew domestic enterprise revenue at a blazing 103% y/y pace.\nNote as well that as of the moment, Palantir remains a relatively early-stage enterprise software vendor with relatively few, but large customers. Q3 saw the biggest customer expansion in Palantir's history. The company added 34 net-new customers in Q3 to end the quarter at 203 total customers, which is a significant 20% expansion in the company's customer base in the space of a single quarter. Year over year, the company also boosted its commercial customer counts by 46%.\nFigure 5. Palantir customer adds\nSource: Palantir Q3 earnings deck\nRecall as well that for its enterprise customers, Palantir adopts a \"land and expand\" playbook that many SaaS companies adhere to. These customers may start off as smaller deployments that grow substantially over time.\nEqually worth noting is that Palantir's billings expanded 56% y/y to $347 million. The surplus of Palantir's billings growth rates over its revenue growth, plus the sharp buildup in its remaining performance obligations, give us confidence that the company will be able to make good on its promise of sustaining 30%+ revenue growth for years to come.\nLastly, a word on profitability. Palantir's customer growth, and at a positive contribution margin as well, has driven the company to dramatically boost its adjusted free cash flow. In Q3, adjusted FCF hit $119 million, or a ~30% adjusted FCF margin - versus cash burn of -$53 million in the prior-year period.\nFigure 6. Palantir FCF trends\nSource: Palantir Q3 earnings deck\nBuilding on the strength in cash flow that the company has seen all year, Palantir management also increased its annual FCF guidance for FY21 to $400+ million, versus a prior outlook of just $300+ million. These moves, in my view, solidify to investors in a very risk-off market mindset that Palantir isn't just growing robustly, but also keeping profitability balance in mind.\nKey takeaways\nIn my view, Palantir retains a very long runway for success. The company's undisputed category leadership in big data and analytics continues to prove out new use cases for both public and private-sector teams, and the fact that Palantir can continue to grow at >30% y/y despite hitting an expected ~$2 billion annual revenue run rate next year further solidifies that Palantir is a unique and rare story in the software sector. Take advantage of the ~30% correction since November to build up a well-timed position in this stock.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":3222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693458606,"gmtCreate":1640068498010,"gmtModify":1640068575116,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"title":"","htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693458606","repostId":"1140302086","repostType":4,"repost":{"id":"1140302086","kind":"news","pubTimestamp":1640068447,"share":"https://www.laohunote.com/m/news/1140302086?lang=zh_CN&edition=full","pubTime":"2021-12-21 14:34","market":"us","language":"en","title":"As Markets Slide, Here Is Goldman's Bull Case: $125 Billion In January Inflows<blockquote>随着市场下滑，高盛的牛市理由如下：1 月份流入 1250 亿美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140302086","media":"zerohedge","summary":"While Goldman's uber-bullish case for a year-end rally appears to have fallen apart now that even Sa","content":"<p>While Goldman's&nbsp;uber-bullish case for a year-end rally&nbsp;appears to have fallen apart now that even Santa has caught covid, the bank refuses to capitulate and in his latest Tactical Fund Flow notes, Goldman trader Scott Rubner expects the current market volatility, which has led to a near uniform negative sentiment and widespread hedge fund deleveraging, to reverse for several reasons - discussed below - including one very big one: over $125 billion of equity inflows in January.</p><p><blockquote>虽然高盛对年底反弹的超级看涨理由似乎已经破灭，因为连圣诞老人都抓住了新冠病毒，但该银行拒绝投降，高盛交易员斯科特·鲁布纳 (Scott Rubner) 在其最新的战术资金流动笔记中预计，当前的市场波动导致了几乎一致的负面情绪和广泛的对冲基金去杠杆化，由于以下几个原因而逆转，其中包括一个非常大的原因：1 月份股票流入超过 1250 亿美元。</blockquote></p><p> As Rubner explains, there are two key pillars to his thesis. First is that global equities have seen more inflows in 2021 than in the past 25 years combined, a dynamic that \"needs to change before a larger correction can occur.\" The second, and more important catalyst, is that January is the month when most of the capital is deployed, i.e., \"January typically sees 134% of inflows (the rest of the 11 months -34%).\" And with every private wealth manager in the world right now pitching increased allocations into equities (out of cash and out of bonds), Goldman calculates that keeping 2021 pace, \"<b>This would be $125BN worth of inflows quickly in January.\"</b></p><p><blockquote>正如鲁布纳解释的那样，他的论文有两个关键支柱。首先，2021 年全球股市的流入量超过了过去 25 年的总和，这种动态“需要改变，才能发生更大的调整”。第二个也是更重要的催化剂是，1 月份是大部分资本部署的月份，即“1 月份通常有 134% 的资金流入（11 个月的其余部分为 -34%）。”随着世界上每个私人财富管理公司目前都在增加对股票的配置（现金和债券），高盛计算出，如果保持 2021 年的步伐，“<b>这将是 1 月份价值 1250 亿美元的快速流入。”</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/4182b58ada83c772528732e7b2d7b582\" tg-width=\"500\" tg-height=\"303\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>As Markets Slide, Here Is Goldman's Bull Case: $125 Billion In January Inflows<blockquote>随着市场下滑，高盛的牛市理由如下：1 月份流入 1250 亿美元</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAs Markets Slide, Here Is Goldman's Bull Case: $125 Billion In January Inflows<blockquote>随着市场下滑，高盛的牛市理由如下：1 月份流入 1250 亿美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-12-21 14:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>While Goldman's&nbsp;uber-bullish case for a year-end rally&nbsp;appears to have fallen apart now that even Santa has caught covid, the bank refuses to capitulate and in his latest Tactical Fund Flow notes, Goldman trader Scott Rubner expects the current market volatility, which has led to a near uniform negative sentiment and widespread hedge fund deleveraging, to reverse for several reasons - discussed below - including one very big one: over $125 billion of equity inflows in January.</p><p><blockquote>虽然高盛对年底反弹的超级看涨理由似乎已经破灭，因为连圣诞老人都抓住了新冠病毒，但该银行拒绝投降，高盛交易员斯科特·鲁布纳 (Scott Rubner) 在其最新的战术资金流动笔记中预计，当前的市场波动导致了几乎一致的负面情绪和广泛的对冲基金去杠杆化，由于以下几个原因而逆转，其中包括一个非常大的原因：1 月份股票流入超过 1250 亿美元。</blockquote></p><p> As Rubner explains, there are two key pillars to his thesis. First is that global equities have seen more inflows in 2021 than in the past 25 years combined, a dynamic that \"needs to change before a larger correction can occur.\" The second, and more important catalyst, is that January is the month when most of the capital is deployed, i.e., \"January typically sees 134% of inflows (the rest of the 11 months -34%).\" And with every private wealth manager in the world right now pitching increased allocations into equities (out of cash and out of bonds), Goldman calculates that keeping 2021 pace, \"<b>This would be $125BN worth of inflows quickly in January.\"</b></p><p><blockquote>正如鲁布纳解释的那样，他的论文有两个关键支柱。首先，2021 年全球股市的流入量超过了过去 25 年的总和，这种动态“需要改变，才能发生更大的调整”。第二个也是更重要的催化剂是，1 月份是大部分资本部署的月份，即“1 月份通常有 134% 的资金流入（11 个月的其余部分为 -34%）。”随着世界上每个私人财富管理公司目前都在增加对股票的配置（现金和债券），高盛计算出，如果保持 2021 年的步伐，“<b>这将是 1 月份价值 1250 亿美元的快速流入。”</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/4182b58ada83c772528732e7b2d7b582\" tg-width=\"500\" tg-height=\"303\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/markets-slide-here-goldmans-bull-case-125-billion-january-inflows\">zerohedge</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",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/markets/markets-slide-here-goldmans-bull-case-125-billion-january-inflows","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140302086","content_text":"While Goldman's uber-bullish case for a year-end rally appears to have fallen apart now that even Santa has caught covid, the bank refuses to capitulate and in his latest Tactical Fund Flow notes, Goldman trader Scott Rubner expects the current market volatility, which has led to a near uniform negative sentiment and widespread hedge fund deleveraging, to reverse for several reasons - discussed below - including one very big one: over $125 billion of equity inflows in January.\nAs Rubner explains, there are two key pillars to his thesis. First is that global equities have seen more inflows in 2021 than in the past 25 years combined, a dynamic that \"needs to change before a larger correction can occur.\" The second, and more important catalyst, is that January is the month when most of the capital is deployed, i.e., \"January typically sees 134% of inflows (the rest of the 11 months -34%).\" And with every private wealth manager in the world right now pitching increased allocations into equities (out of cash and out of bonds), Goldman calculates that keeping 2021 pace, \"This would be $125BN worth of inflows quickly in January.\"","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693938775,"gmtCreate":1639959152520,"gmtModify":1639959152759,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"title":"","htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693938775","repostId":"1130704419","repostType":4,"repost":{"id":"1130704419","kind":"news","pubTimestamp":1639953553,"share":"https://www.laohunote.com/m/news/1130704419?lang=zh_CN&edition=full","pubTime":"2021-12-20 06:39","market":"us","language":"en","title":"Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>耐克、美光、黑莓、CarMax 和其他投资者本周值得关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1130704419","media":"Barrons","summary":"Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.It will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.On Thursday, the Bureau of Economic Analysis reports per","content":"<p>Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday&nbsp;break,Nike&nbsp;and&nbsp;Micron Technology&nbsp;report on Monday,BlackBerry&nbsp;and&nbsp;General Mills&nbsp;on Tuesday, and&nbsp;CarMax,Cintas,and&nbsp;Paychex&nbsp;on Wednesday.</p><p><blockquote>世界各地的股票和债券市场将于周五休市，以纪念圣诞节。假期前，耐克和美光科技周一发布报告，黑莓和通用磨坊周二发布报告，CarMax、Cintas 和 Paychex 周三发布报告。</blockquote></p><p> It will be a busy week of economic data releases. On Monday, the&nbsp;Conference Board publishes its Leading Economic Index for November, followed&nbsp;by its Consumer Confidence Index for December on Wednesday.</p><p><blockquote>这将是经济数据发布繁忙的一周。周一，世界大型企业联合会将发布 11 月份领先经济指数，随后于周三发布 12 月份消费者信心指数。</blockquote></p><p> On Thursday, the&nbsp;Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core&nbsp;PCE price index, is expected to have spiked 4.5% in November.</p><p><blockquote>周四，经济分析局报告了11月份的个人收入和消费支出。消费者收入预计将增长 0.6%，支出预计将增长 0.5%。美联储首选的通胀指标--核心 PCE 价格指数预计将在 11 月份飙升 4.5%。</blockquote></p><p> Also Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.</p><p><blockquote>同样在周四，人口普查局发布了11月份的耐用品报告，这将为经济中的投资支出提供一个窗口。新订单预计将增长2.1%。本周公布的房地产市场指标包括周三公布的 11 月份成屋销售和周四公布的 11 月份新屋销售。</blockquote></p><p> <b>Monday 12/20</b></p><p><blockquote><b>12/20星期一</b></blockquote></p><p> Micron Technology and Nike report quarterly results.</p><p><blockquote>美光科技和耐克公布季度业绩。</blockquote></p><p> <b>The Conference Board</b> releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.</p><p><blockquote><b>会议委员会</b>发布 11 月份领先经济指数。一致估计读数为 119，比 10 月份的水平高出 0.6%。世界大型企业联合会目前预计第四季度国内生产总值增长率为 5%，2022 年增长率将放缓但仍然强劲的 2.6%。</blockquote></p><p> <b>Tuesday 12/21</b></p><p><blockquote><b>12/21星期二</b></blockquote></p><p> BlackBerry,FactSet Research Systems,and General Mills announce earnings.</p><p><blockquote>黑莓、FactSet Research Systems 和通用磨坊公布财报。</blockquote></p><p> <b>Wednesday 12/22</b></p><p><blockquote><b>12月22日星期三</b></blockquote></p><p> <b>The NAR reports</b> existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.</p><p><blockquote><b>NAR报告</b>11月份的成屋销售。经济学家预测，经季节性调整后的年销量为640万套，略高于10月份，是今年年初以来的最高水平。</blockquote></p><p> CarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.</p><p><blockquote>CarMax、Cintas 和 Paychex 在评级举行会议讨论季度业绩。</blockquote></p><p> <b>The Bureau of Economic</b> Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.</p><p><blockquote><b>经济局</b>分析报告了对第三季度 GDP 的第三次也是最终估计。经济学家预测，经季节性调整后的年增长率为 2.1%，与 11 月份的第二次估计值持平。</blockquote></p><p> <b>The Conference Board</b> releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.</p><p><blockquote><b>会议委员会</b>发布12月份消费者信心指数。与 11 月份的数据大致持平，预计读数为 110。由于对价格上涨以及在较小程度上对 Covid-19 变种的担忧，该指数比今年 6 月达到的疫情后峰值低 15%。</blockquote></p><p> <b>Thursday 12/23</b></p><p><blockquote><b>星期四 12/23</b></blockquote></p><p> <b>The Department of Labor</b> reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.</p><p><blockquote><b>劳工部</b>报告截至 12 月 18 日当周的首次申请失业救济人数。11 月和 12 月平均每周申请失业救济人数为 225,667 人，最终达到大流行前的水平。</blockquote></p><p> <b>The Census Bureau</b> reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.</p><p><blockquote><b>人口普查局</b>报告11月份的新房销售情况。普遍估计，经季节性调整后，每年新单户住宅销量为 77 万套，比 10 月份增加 2.5 万套。10月份售出的新房销售价格中位数为40.77万美元，而平均销售价格为47.78万美元，均创历史新高。</blockquote></p><p> <b>The BEA reports</b> personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.</p><p><blockquote><b>东亚银行报告</b>11月份个人收入和消费支出。经济学家预测收入每月增长0.6%，消费每月增长0.5%。相比之下，10 月份的涨幅分别为 0.5% 和 1.3%。美联储首选的通胀指标--核心 PCE 价格指数 10 月份同比上涨 4.1%，为 1991 年以来的最快增速。预计 11 月份将飙升 4.6%。</blockquote></p><p> <b>The Census Bureau</b> releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.</p><p><blockquote><b>人口普查局</b>发布11月份耐用品报告。耐用制成品新订单预计将增长 2.1%，达到 2656 亿美元。不包括运输，新订单增长0.6%，而10月份增长0.5%。</blockquote></p><p> <b>Friday 12/24</b></p><p><blockquote><b>12/24星期五</b></blockquote></p><p> <b>U.S. equity</b>&nbsp;and fixed-income markets are closed in observance of Christmas.</p><p><blockquote><b>美国股权</b>固定收益市场因圣诞节休市。</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>Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>耐克、美光、黑莓、CarMax 和其他投资者本周值得关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>耐克、美光、黑莓、CarMax 和其他投资者本周值得关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-20 06:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday&nbsp;break,Nike&nbsp;and&nbsp;Micron Technology&nbsp;report on Monday,BlackBerry&nbsp;and&nbsp;General Mills&nbsp;on Tuesday, and&nbsp;CarMax,Cintas,and&nbsp;Paychex&nbsp;on Wednesday.</p><p><blockquote>世界各地的股票和债券市场将于周五休市，以纪念圣诞节。假期前，耐克和美光科技周一发布报告，黑莓和通用磨坊周二发布报告，CarMax、Cintas 和 Paychex 周三发布报告。</blockquote></p><p> It will be a busy week of economic data releases. On Monday, the&nbsp;Conference Board publishes its Leading Economic Index for November, followed&nbsp;by its Consumer Confidence Index for December on Wednesday.</p><p><blockquote>这将是经济数据发布繁忙的一周。周一，世界大型企业联合会将发布 11 月份领先经济指数，随后于周三发布 12 月份消费者信心指数。</blockquote></p><p> On Thursday, the&nbsp;Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core&nbsp;PCE price index, is expected to have spiked 4.5% in November.</p><p><blockquote>周四，经济分析局报告了11月份的个人收入和消费支出。消费者收入预计将增长 0.6%，支出预计将增长 0.5%。美联储首选的通胀指标--核心 PCE 价格指数预计将在 11 月份飙升 4.5%。</blockquote></p><p> Also Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.</p><p><blockquote>同样在周四，人口普查局发布了11月份的耐用品报告，这将为经济中的投资支出提供一个窗口。新订单预计将增长2.1%。本周公布的房地产市场指标包括周三公布的 11 月份成屋销售和周四公布的 11 月份新屋销售。</blockquote></p><p> <b>Monday 12/20</b></p><p><blockquote><b>12/20星期一</b></blockquote></p><p> Micron Technology and Nike report quarterly results.</p><p><blockquote>美光科技和耐克公布季度业绩。</blockquote></p><p> <b>The Conference Board</b> releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.</p><p><blockquote><b>会议委员会</b>发布 11 月份领先经济指数。一致估计读数为 119，比 10 月份的水平高出 0.6%。世界大型企业联合会目前预计第四季度国内生产总值增长率为 5%，2022 年增长率将放缓但仍然强劲的 2.6%。</blockquote></p><p> <b>Tuesday 12/21</b></p><p><blockquote><b>12/21星期二</b></blockquote></p><p> BlackBerry,FactSet Research Systems,and General Mills announce earnings.</p><p><blockquote>黑莓、FactSet Research Systems 和通用磨坊公布财报。</blockquote></p><p> <b>Wednesday 12/22</b></p><p><blockquote><b>12月22日星期三</b></blockquote></p><p> <b>The NAR reports</b> existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.</p><p><blockquote><b>NAR报告</b>11月份的成屋销售。经济学家预测，经季节性调整后的年销量为640万套，略高于10月份，是今年年初以来的最高水平。</blockquote></p><p> CarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.</p><p><blockquote>CarMax、Cintas 和 Paychex 在评级举行会议讨论季度业绩。</blockquote></p><p> <b>The Bureau of Economic</b> Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.</p><p><blockquote><b>经济局</b>分析报告了对第三季度 GDP 的第三次也是最终估计。经济学家预测，经季节性调整后的年增长率为 2.1%，与 11 月份的第二次估计值持平。</blockquote></p><p> <b>The Conference Board</b> releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.</p><p><blockquote><b>会议委员会</b>发布12月份消费者信心指数。与 11 月份的数据大致持平，预计读数为 110。由于对价格上涨以及在较小程度上对 Covid-19 变种的担忧，该指数比今年 6 月达到的疫情后峰值低 15%。</blockquote></p><p> <b>Thursday 12/23</b></p><p><blockquote><b>星期四 12/23</b></blockquote></p><p> <b>The Department of Labor</b> reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.</p><p><blockquote><b>劳工部</b>报告截至 12 月 18 日当周的首次申请失业救济人数。11 月和 12 月平均每周申请失业救济人数为 225,667 人，最终达到大流行前的水平。</blockquote></p><p> <b>The Census Bureau</b> reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.</p><p><blockquote><b>人口普查局</b>报告11月份的新房销售情况。普遍估计，经季节性调整后，每年新单户住宅销量为 77 万套，比 10 月份增加 2.5 万套。10月份售出的新房销售价格中位数为40.77万美元，而平均销售价格为47.78万美元，均创历史新高。</blockquote></p><p> <b>The BEA reports</b> personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.</p><p><blockquote><b>东亚银行报告</b>11月份个人收入和消费支出。经济学家预测收入每月增长0.6%，消费每月增长0.5%。相比之下，10 月份的涨幅分别为 0.5% 和 1.3%。美联储首选的通胀指标--核心 PCE 价格指数 10 月份同比上涨 4.1%，为 1991 年以来的最快增速。预计 11 月份将飙升 4.6%。</blockquote></p><p> <b>The Census Bureau</b> releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.</p><p><blockquote><b>人口普查局</b>发布11月份耐用品报告。耐用制成品新订单预计将增长 2.1%，达到 2656 亿美元。不包括运输，新订单增长0.6%，而10月份增长0.5%。</blockquote></p><p> <b>Friday 12/24</b></p><p><blockquote><b>12/24星期五</b></blockquote></p><p> <b>U.S. equity</b>&nbsp;and fixed-income markets are closed in observance of Christmas.</p><p><blockquote><b>美国股权</b>固定收益市场因圣诞节休市。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/nike-micron-blackberry-carmax-and-other-stocks-for-investors-to-watch-this-week-51639944183?mod=hp_LEAD_5\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","CTAS":"信达思","PAYX":"沛齐","GIS":"通用磨坊","MU":"美光科技",".SPX":"S&P 500 Index","KMX":"车美仕",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/nike-micron-blackberry-carmax-and-other-stocks-for-investors-to-watch-this-week-51639944183?mod=hp_LEAD_5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130704419","content_text":"Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.\nIt will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.\nOn Thursday, the Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core PCE price index, is expected to have spiked 4.5% in November.\nAlso Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.\nMonday 12/20\nMicron Technology and Nike report quarterly results.\nThe Conference Board releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.\nTuesday 12/21\nBlackBerry,FactSet Research Systems,and General Mills announce earnings.\nWednesday 12/22\nThe NAR reports existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.\nCarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.\nThe Bureau of Economic Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.\nThe Conference Board releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.\nThursday 12/23\nThe Department of Labor reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.\nThe Census Bureau reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.\nThe BEA reports personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.\nThe Census Bureau releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.\nFriday 12/24\nU.S. equity and fixed-income markets are closed in observance of Christmas.","news_type":1,"symbols_score_info":{".SPX":0.9,"KMX":0.9,".IXIC":0.9,"CTAS":0.9,"PAYX":0.9,".DJI":0.9,"GIS":0.9,"MU":0.9}},"isVote":1,"tweetType":1,"viewCount":4849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699570930,"gmtCreate":1639867369039,"gmtModify":1639867369231,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"title":"","htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699570930","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&amp;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&amp;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&amp;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&amp;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&amp;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&amp;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&amp;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&amp;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&amp;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&amp;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&amp;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&amp;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&amp;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&amp;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":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"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":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":4706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699815010,"gmtCreate":1639778439884,"gmtModify":1639778790647,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"title":"","htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699815010","repostId":"1114105828","repostType":4,"repost":{"id":"1114105828","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":1639751560,"share":"https://www.laohunote.com/m/news/1114105828?lang=zh_CN&edition=full","pubTime":"2021-12-17 22:32","market":"us","language":"en","title":"U.S. stocks sink at Friday's open,Nasdaq Composite Index declines 0.9%<blockquote>美国股市周五开盘下跌，纳斯达克综合指数下跌0.9%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1114105828","media":"Tiger Newspress","summary":"U.S. stocks sink at Friday's open as 10-year Treasury yield falls below 1.4% to cap Fed week,Nasdaq ","content":"<p>U.S. stocks sink at Friday's open as 10-year Treasury yield falls below 1.4% to cap Fed week,Nasdaq Composite Index declines 0.9%,Dow trades 0.5% lower; S&amp;P 500 down 0.6%.</p><p><blockquote>美国股市周五开盘下跌，10年期国债收益率跌破1.4%，美联储本周上限，纳斯达克综合指数下跌0.9%，道琼斯指数下跌0.5%；标普500下跌0.6%。</blockquote></p><p> Shares of FedEx (FDX) jumped after the shipping giant raised its full-year earnings forecast, delivered better-than-expected fiscal second-quarter results and authorized a new $5 billion stock buyback program. Rivian (RIVN), meanwhile, saw shares sink following its first quarterly report since its IPO last month. The electric-vehicle makersaid in its shareholder letterit expected to be \"a few hundred vehicles short\" of its prior target of producing 1,200 units by the end of this year.</p><p><blockquote>航运巨头联邦快递 (FDX) 上调全年盈利预期、第二财季业绩好于预期并授权新的 50 亿美元股票回购计划后，该公司股价上涨。与此同时，Rivian (RIVN) 在发布自上个月 IPO 以来的首份季度报告后股价下跌。这家电动汽车制造商在致股东信中表示，预计到今年年底生产 1,200 辆汽车的目标将“少几百辆”。</blockquote></p><p> Investors' main focus this week has remained fixed on the Federal Reserve's updated outlook on monetary policy for next year, with the central bank's projections delivered mid-week suggesting the Fedcould hike interest rates three times next year.</p><p><blockquote>投资者本周的主要关注点仍然是美联储对明年货币政策的最新展望，央行周中发布的预测表明美联储明年可能加息三次。</blockquote></p><p> The specter of higher rates — and a lower-liquidity environment as the central bank also speeds up the tapering process of its asset purchases — has continued to weigh heavily on longer-duration technology and growth stocks valued heavily on future earnings potential. The Nasdaq Composite has fallen by 5% over the past month through Thursday's close. And shares of some notable technology stocks extended declines on Friday, with Apple (AAPL) shares dropping by more than 1% in early trading after a nearly 4% decrease on Thursday.</p><p><blockquote>利率上升的幽灵——以及随着央行也加快缩减资产购买进程而导致的流动性环境下降——继续给长期期限较长的科技股和成长型股票带来沉重压力，这些股票对未来盈利潜力估值较高。截至周四收盘，纳斯达克综合指数在过去一个月下跌了 5%。一些著名科技股的股价周五延续跌势，苹果 (AAPL) 股价继周四下跌近 4% 后，早盘交易中下跌超过 1%。</blockquote></p><p> On the other hand, cyclical stocks in the energy and financials sectors outperformed on Thursday, with the prospects of higher interest rates and stronger growth seen as benefitting these sectors.</p><p><blockquote>另一方面，能源和金融行业的周期性股票周四表现优异，利率上升和增长强劲的前景被视为有利于这些行业。</blockquote></p><p> \"The thing investors have to understand is, we're going through a major transition in monetary policy,\" Troy Gayeski, FS Investments chief market strategist,told Yahoo Finance Live on Thursday.\"The Fed has been running emergency policies arguably far longer than they should have been, and as that money supply growth slows down as they ease off the balance sheet expansion and ultimately hike next year, one would at least expect more volatility in markets. And that's really what we've been seeing the last month.\"</p><p><blockquote>FS Investments 首席市场策略师特洛伊·盖耶斯基 (Troy Gayeski) 周四对雅虎财经直播表示：“投资者必须明白的是，我们正在经历货币政策的重大转变。”美联储实施紧急政策的时间可以说远远超过了应该的时间，随着货币供应量增长放缓，随着资产负债表扩张的放松，并最终在明年加息，人们至少可以预计市场会出现更大的波动。这确实是我们上个月所看到的。”</blockquote></p><p> \"The biggest difference between now and six months ago, or even more than a year ago, is you could pretty much go long anything and you were confident it was going to go up. The economy was booming, we had a lot of fiscal stimulus, we still had unprecedented monetary policy stimulus,\" he added. \"And it's a very different environment in 2022 where you're going to have to pick and choose much more carefully.\"</p><p><blockquote>“现在与六个月前，甚至一年多前最大的区别在于，你几乎可以做多任何事情，而且你有信心它会上涨。经济正在蓬勃发展，我们有很多财政刺激，我们仍然有前所未有的货币政策刺激，”他补充道。“2022 年的环境截然不同，你必须更加仔细地挑选。”</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stocks sink at Friday's open,Nasdaq Composite Index declines 0.9%<blockquote>美国股市周五开盘下跌，纳斯达克综合指数下跌0.9%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. stocks sink at Friday's open,Nasdaq Composite Index declines 0.9%<blockquote>美国股市周五开盘下跌，纳斯达克综合指数下跌0.9%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-17 22:32</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S. stocks sink at Friday's open as 10-year Treasury yield falls below 1.4% to cap Fed week,Nasdaq Composite Index declines 0.9%,Dow trades 0.5% lower; S&amp;P 500 down 0.6%.</p><p><blockquote>美国股市周五开盘下跌，10年期国债收益率跌破1.4%，美联储本周上限，纳斯达克综合指数下跌0.9%，道琼斯指数下跌0.5%；标普500下跌0.6%。</blockquote></p><p> Shares of FedEx (FDX) jumped after the shipping giant raised its full-year earnings forecast, delivered better-than-expected fiscal second-quarter results and authorized a new $5 billion stock buyback program. Rivian (RIVN), meanwhile, saw shares sink following its first quarterly report since its IPO last month. The electric-vehicle makersaid in its shareholder letterit expected to be \"a few hundred vehicles short\" of its prior target of producing 1,200 units by the end of this year.</p><p><blockquote>航运巨头联邦快递 (FDX) 上调全年盈利预期、第二财季业绩好于预期并授权新的 50 亿美元股票回购计划后，该公司股价上涨。与此同时，Rivian (RIVN) 在发布自上个月 IPO 以来的首份季度报告后股价下跌。这家电动汽车制造商在致股东信中表示，预计到今年年底生产 1,200 辆汽车的目标将“少几百辆”。</blockquote></p><p> Investors' main focus this week has remained fixed on the Federal Reserve's updated outlook on monetary policy for next year, with the central bank's projections delivered mid-week suggesting the Fedcould hike interest rates three times next year.</p><p><blockquote>投资者本周的主要关注点仍然是美联储对明年货币政策的最新展望，央行周中发布的预测表明美联储明年可能加息三次。</blockquote></p><p> The specter of higher rates — and a lower-liquidity environment as the central bank also speeds up the tapering process of its asset purchases — has continued to weigh heavily on longer-duration technology and growth stocks valued heavily on future earnings potential. The Nasdaq Composite has fallen by 5% over the past month through Thursday's close. And shares of some notable technology stocks extended declines on Friday, with Apple (AAPL) shares dropping by more than 1% in early trading after a nearly 4% decrease on Thursday.</p><p><blockquote>利率上升的幽灵——以及随着央行也加快缩减资产购买进程而导致的流动性环境下降——继续给长期期限较长的科技股和成长型股票带来沉重压力，这些股票对未来盈利潜力估值较高。截至周四收盘，纳斯达克综合指数在过去一个月下跌了 5%。一些著名科技股的股价周五延续跌势，苹果 (AAPL) 股价继周四下跌近 4% 后，早盘交易中下跌超过 1%。</blockquote></p><p> On the other hand, cyclical stocks in the energy and financials sectors outperformed on Thursday, with the prospects of higher interest rates and stronger growth seen as benefitting these sectors.</p><p><blockquote>另一方面，能源和金融行业的周期性股票周四表现优异，利率上升和增长强劲的前景被视为有利于这些行业。</blockquote></p><p> \"The thing investors have to understand is, we're going through a major transition in monetary policy,\" Troy Gayeski, FS Investments chief market strategist,told Yahoo Finance Live on Thursday.\"The Fed has been running emergency policies arguably far longer than they should have been, and as that money supply growth slows down as they ease off the balance sheet expansion and ultimately hike next year, one would at least expect more volatility in markets. And that's really what we've been seeing the last month.\"</p><p><blockquote>FS Investments 首席市场策略师特洛伊·盖耶斯基 (Troy Gayeski) 周四对雅虎财经直播表示：“投资者必须明白的是，我们正在经历货币政策的重大转变。”美联储实施紧急政策的时间可以说远远超过了应该的时间，随着货币供应量增长放缓，随着资产负债表扩张的放松，并最终在明年加息，人们至少可以预计市场会出现更大的波动。这确实是我们上个月所看到的。”</blockquote></p><p> \"The biggest difference between now and six months ago, or even more than a year ago, is you could pretty much go long anything and you were confident it was going to go up. The economy was booming, we had a lot of fiscal stimulus, we still had unprecedented monetary policy stimulus,\" he added. \"And it's a very different environment in 2022 where you're going to have to pick and choose much more carefully.\"</p><p><blockquote>“现在与六个月前，甚至一年多前最大的区别在于，你几乎可以做多任何事情，而且你有信心它会上涨。经济正在蓬勃发展，我们有很多财政刺激，我们仍然有前所未有的货币政策刺激，”他补充道。“2022 年的环境截然不同，你必须更加仔细地挑选。”</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114105828","content_text":"U.S. stocks sink at Friday's open as 10-year Treasury yield falls below 1.4% to cap Fed week,Nasdaq Composite Index declines 0.9%,Dow trades 0.5% lower; S&P 500 down 0.6%.\nShares of FedEx (FDX) jumped after the shipping giant raised its full-year earnings forecast, delivered better-than-expected fiscal second-quarter results and authorized a new $5 billion stock buyback program. Rivian (RIVN), meanwhile, saw shares sink following its first quarterly report since its IPO last month. The electric-vehicle makersaid in its shareholder letterit expected to be \"a few hundred vehicles short\" of its prior target of producing 1,200 units by the end of this year.\nInvestors' main focus this week has remained fixed on the Federal Reserve's updated outlook on monetary policy for next year, with the central bank's projections delivered mid-week suggesting the Fedcould hike interest rates three times next year.\nThe specter of higher rates — and a lower-liquidity environment as the central bank also speeds up the tapering process of its asset purchases — has continued to weigh heavily on longer-duration technology and growth stocks valued heavily on future earnings potential. The Nasdaq Composite has fallen by 5% over the past month through Thursday's close. And shares of some notable technology stocks extended declines on Friday, with Apple (AAPL) shares dropping by more than 1% in early trading after a nearly 4% decrease on Thursday.\nOn the other hand, cyclical stocks in the energy and financials sectors outperformed on Thursday, with the prospects of higher interest rates and stronger growth seen as benefitting these sectors.\n\"The thing investors have to understand is, we're going through a major transition in monetary policy,\" Troy Gayeski, FS Investments chief market strategist,told Yahoo Finance Live on Thursday.\"The Fed has been running emergency policies arguably far longer than they should have been, and as that money supply growth slows down as they ease off the balance sheet expansion and ultimately hike next year, one would at least expect more volatility in markets. And that's really what we've been seeing the last month.\"\n\"The biggest difference between now and six months ago, or even more than a year ago, is you could pretty much go long anything and you were confident it was going to go up. The economy was booming, we had a lot of fiscal stimulus, we still had unprecedented monetary policy stimulus,\" he added. \"And it's a very different environment in 2022 where you're going to have to pick and choose much more carefully.\"","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":4305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690515954,"gmtCreate":1639690526868,"gmtModify":1639690527113,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"title":"","htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690515954","repostId":"2191945281","repostType":4,"isVote":1,"tweetType":1,"viewCount":1669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690869935,"gmtCreate":1639655354321,"gmtModify":1639655354549,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"title":"","htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690869935","repostId":"2191910859","repostType":4,"isVote":1,"tweetType":1,"viewCount":1118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604489647,"gmtCreate":1639438852327,"gmtModify":1639438852561,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"title":"","htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604489647","repostId":"2191984334","repostType":4,"isVote":1,"tweetType":1,"viewCount":1418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604660737,"gmtCreate":1639387820908,"gmtModify":1639388586265,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"title":"","htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/604660737","repostId":"1165575464","repostType":2,"repost":{"id":"1165575464","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":1639387544,"share":"https://www.laohunote.com/m/news/1165575464?lang=zh_CN&edition=full","pubTime":"2021-12-13 17:25","market":"us","language":"en","title":"5 Stocks To Watch For December 13, 2021<blockquote>2021 年 12 月 13 日值得关注的 5 只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1165575464","media":"Benzinga Earnings","summary":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects Qudian Inc. to repor","content":"<p>Some of the stocks that may grab investor focus today are:</p><p><blockquote>今天可能吸引投资者关注的一些股票是：</blockquote></p><p> <ul>  <li>Wall Street expects&nbsp;<b>Qudian Inc.</b>&nbsp;to report quarterly earnings at $0.34 per share on revenue of $117.22 million before the opening bell. Qudian shares rose 2.9% to close at $1.40 on Friday.</li>  <li><b>SIFCO Industries, Inc.</b>&nbsp;reported a net loss of $0.43 per share for the fourth quarter of fiscal 2021, versus year-ago net income of $0.86 per share. Its net sales dropped 16.3% to $24.3 million. SIFCO Industries shares fell 0.5% to close at $8.76 on Friday.</li>  <li>Analysts are expecting&nbsp;<b>J.Jill, Inc.</b>&nbsp;to have earned $0.34 per share on revenue of $117.22 million for the latest quarter. J.Jill will release earnings after the markets close. Johnson Outdoors shares slipped 0.8% to close at $15.39 on Friday.</li> </ul> <ul>  <li><b>Proto Labs Inc</b>&nbsp;announced a $50 million increase to its stock buyback plan. The recent authorization raises the repurchase program to $150 million. Proto Labs shares gained 0.9% to $50.02 in the after-hours trading session.</li>  <li>Analysts expect&nbsp;<b>Zedge, Inc.</b>&nbsp;to post quarterly earnings at $0.12 per share on revenue of $5.26 million after the closing bell. Zedge shares dropped 0.9% to $9.16 in after-hours trading.</li> </ul></p><p><blockquote><ul><li>华尔街预期<b>趣店公司。</b>开盘前公布季度收益为每股 0.34 美元，营收为 1.1722 亿美元。趣店股价周五上涨 2.9%，收于 1.40 美元。</li><li><b>西夫科工业公司。</b>报告 2021 财年第四季度每股净亏损 0.43 美元，而去年同期每股净利润为 0.86 美元。其净销售额下降 16.3% 至 2430 万美元。SIFCO Industries 股价周五下跌 0.5%，收于 8.76 美元。</li><li>分析师预计<b>J.吉尔公司。</b>最新季度每股收益 0.34 美元，营收为 1.1722 亿美元。J.Jill 将在收盘后发布财报。Johnson Outdoors 股价周五下跌 0.8%，收于 15.39 美元。</li></ul><ul><li><b>原型实验室公司</b>宣布将股票回购计划增加 5000 万美元。最近的授权将回购计划提高到1.5亿美元。Proto Labs 股价在盘后交易时段上涨 0.9%，至 50.02 美元。</li><li>分析师预计<b>泽奇公司。</b>收盘后公布每股 0.12 美元的季度收益，营收为 526 万美元。Zedge 股价在盘后交易中下跌 0.9%，至 9.16 美元。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Stocks To Watch For December 13, 2021<blockquote>2021 年 12 月 13 日值得关注的 5 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\">\n5 Stocks To Watch For December 13, 2021<blockquote>2021 年 12 月 13 日值得关注的 5 只股票</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\">2021-12-13 17:25</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Some of the stocks that may grab investor focus today are:</p><p><blockquote>今天可能吸引投资者关注的一些股票是：</blockquote></p><p> <ul>  <li>Wall Street expects&nbsp;<b>Qudian Inc.</b>&nbsp;to report quarterly earnings at $0.34 per share on revenue of $117.22 million before the opening bell. Qudian shares rose 2.9% to close at $1.40 on Friday.</li>  <li><b>SIFCO Industries, Inc.</b>&nbsp;reported a net loss of $0.43 per share for the fourth quarter of fiscal 2021, versus year-ago net income of $0.86 per share. Its net sales dropped 16.3% to $24.3 million. SIFCO Industries shares fell 0.5% to close at $8.76 on Friday.</li>  <li>Analysts are expecting&nbsp;<b>J.Jill, Inc.</b>&nbsp;to have earned $0.34 per share on revenue of $117.22 million for the latest quarter. J.Jill will release earnings after the markets close. Johnson Outdoors shares slipped 0.8% to close at $15.39 on Friday.</li> </ul> <ul>  <li><b>Proto Labs Inc</b>&nbsp;announced a $50 million increase to its stock buyback plan. The recent authorization raises the repurchase program to $150 million. Proto Labs shares gained 0.9% to $50.02 in the after-hours trading session.</li>  <li>Analysts expect&nbsp;<b>Zedge, Inc.</b>&nbsp;to post quarterly earnings at $0.12 per share on revenue of $5.26 million after the closing bell. Zedge shares dropped 0.9% to $9.16 in after-hours trading.</li> </ul></p><p><blockquote><ul><li>华尔街预期<b>趣店公司。</b>开盘前公布季度收益为每股 0.34 美元，营收为 1.1722 亿美元。趣店股价周五上涨 2.9%，收于 1.40 美元。</li><li><b>西夫科工业公司。</b>报告 2021 财年第四季度每股净亏损 0.43 美元，而去年同期每股净利润为 0.86 美元。其净销售额下降 16.3% 至 2430 万美元。SIFCO Industries 股价周五下跌 0.5%，收于 8.76 美元。</li><li>分析师预计<b>J.吉尔公司。</b>最新季度每股收益 0.34 美元，营收为 1.1722 亿美元。J.Jill 将在收盘后发布财报。Johnson Outdoors 股价周五下跌 0.8%，收于 15.39 美元。</li></ul><ul><li><b>原型实验室公司</b>宣布将股票回购计划增加 5000 万美元。最近的授权将回购计划提高到1.5亿美元。Proto Labs 股价在盘后交易时段上涨 0.9%，至 50.02 美元。</li><li>分析师预计<b>泽奇公司。</b>收盘后公布每股 0.12 美元的季度收益，营收为 526 万美元。Zedge 股价在盘后交易中下跌 0.9%，至 9.16 美元。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JILL":"J.Jill Inc.","PRLB":"Proto Labs Inc","SIF":"SIFCO Industries Inc","ZDGE":"Zedge, Inc. Class B"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165575464","content_text":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects Qudian Inc. to report quarterly earnings at $0.34 per share on revenue of $117.22 million before the opening bell. Qudian shares rose 2.9% to close at $1.40 on Friday.\nSIFCO Industries, Inc. reported a net loss of $0.43 per share for the fourth quarter of fiscal 2021, versus year-ago net income of $0.86 per share. Its net sales dropped 16.3% to $24.3 million. SIFCO Industries shares fell 0.5% to close at $8.76 on Friday.\nAnalysts are expecting J.Jill, Inc. to have earned $0.34 per share on revenue of $117.22 million for the latest quarter. J.Jill will release earnings after the markets close. Johnson Outdoors shares slipped 0.8% to close at $15.39 on Friday.\n\n\nProto Labs Inc announced a $50 million increase to its stock buyback plan. The recent authorization raises the repurchase program to $150 million. Proto Labs shares gained 0.9% to $50.02 in the after-hours trading session.\nAnalysts expect Zedge, Inc. to post quarterly earnings at $0.12 per share on revenue of $5.26 million after the closing bell. Zedge shares dropped 0.9% to $9.16 in after-hours trading.","news_type":1,"symbols_score_info":{"SIF":0.9,"QD":0.9,"PRLB":0.9,"JILL":0.9,"ZDGE":0.9}},"isVote":1,"tweetType":1,"viewCount":1515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605713993,"gmtCreate":1639261144306,"gmtModify":1639261144525,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"title":"","htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605713993","repostId":"2190673267","repostType":4,"isVote":1,"tweetType":1,"viewCount":1355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605214966,"gmtCreate":1639180744258,"gmtModify":1639180763996,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"title":"","htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605214966","repostId":"1165282830","repostType":4,"repost":{"id":"1165282830","kind":"news","pubTimestamp":1639148461,"share":"https://www.laohunote.com/m/news/1165282830?lang=zh_CN&edition=full","pubTime":"2021-12-10 23:01","market":"us","language":"en","title":"Tesla stops taking Model S and Model X orders outside North America<blockquote>特斯拉停止在北美以外地区接受 Model S 和 Model X 订单</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1165282830","media":"Electrek","summary":"Tesla announced to potential buyers today that it stopped taking new Model S and Model X orders outs","content":"<p>Tesla announced to potential buyers today that it stopped taking new Model S and Model X orders outside North America.</p><p><blockquote>特斯拉今天向潜在买家宣布，已停止接受北美以外地区的新 Model S 和 Model X 订单。</blockquote></p><p> It now expects deliveries in other markets to start during the second half of 2022.</p><p><blockquote>目前预计其他市场将于 2022 年下半年开始交付。</blockquote></p><p> The news comes from an email that Tesla started sending out to people who have Model S and Model X vehicles on order in Europe.</p><p><blockquote>这一消息来自特斯拉开始向在欧洲订购 Model S 和 Model X 汽车的人发送的一封电子邮件。</blockquote></p><p> Tesla writes in the email that it is not accepting any new orders (translated from German):</p><p><blockquote>特斯拉在邮件中写道，它不接受任何新订单（从德语翻译而来）：</blockquote></p><p>   In order to expedite the delivery of existing orders, including your Model X order, as much as possible, we are currently no longer accepting new orders for the Model S and Model X from markets outside of North America.  This is in response to Tesla likely having a large backlog of Model S/X orders in Europe and other markets, where there has been no new Model S/X shipment in a year.</p><p><blockquote>为了尽可能加快现有订单（包括您的Model X订单）的交付，我们目前不再接受来自北美以外市场的Model S和Model X的新订单。这是为了回应特斯拉在欧洲和其他市场可能有大量积压的Model S/X订单，这些市场已经一年没有新的Model S/X出货量了。</blockquote></p><p> Tesla shut down Model S and Model X production in January of last year to update the vehicles.</p><p><blockquote>特斯拉于去年1月停止了Model S和Model X的生产，以更新车辆。</blockquote></p><p> During that year, the automaker kept taking new orders, but production was delayed with new Model S starting to slowly come off the assembly line in June and&nbsp;Model X in October.</p><p><blockquote>那一年，该汽车制造商不断接受新订单，但生产被推迟，新款 Model S 于 6 月开始慢慢下线，Model X 于 10 月开始慢慢下线。</blockquote></p><p> Tesla is still catching up to the backlog in North America while new orders kept coming in from Europe and Asia.</p><p><blockquote>特斯拉仍在赶上北美的积压订单，而来自欧洲和亚洲的新订单则不断涌入。</blockquote></p><p> In the email, Tesla says that it now aims to deliver the first Model S and Model X in Europe during the second half of next year:</p><p><blockquote>特斯拉在电子邮件中表示，目前的目标是在明年下半年在欧洲交付首批 Model S 和 Model X：</blockquote></p><p>   Your Model X is getting closer to delivery. We currently expect shipments outside of North America to begin in the second half of 2022.  This means that Europe would be without Model S and Model X for a year and a half.</p><p><blockquote>您的 Model X 即将交付。我们目前预计北美以外的发货将于 2022 年下半年开始。这意味着欧洲将有一年半的时间没有 Model S 和 Model X。</blockquote></p><p> Here’s the email in full:</p><p><blockquote>以下是电子邮件全文：</blockquote></p><p>   Hello [redacted],    We are contacting you regarding the timing of your Model X order. As we expand production capacity, the launch dates for markets outside of North America have been postponed. We will inform you of the delivery times through your Tesla account when production begins.    Your Model X is getting closer to delivery. We currently expect shipments outside of North America to begin in the second half of 2022.    In order to expedite the delivery of existing orders, including your Model X order, as much as possible, we are currently no longer accepting new orders for the Model S and Model X from markets outside of North America.    The price of your Model X will continue to be the same as it was when you placed your order, unless your vehicle configuration has been changed. To apply your order fee to another model, or to receive a full refund, request a call to speak directly to a Tesla representative.    We apologize for any inconvenience this may cause.    Kind regards,    Your Tesla Team Testa </p><p><blockquote>您好【编辑】，我们正在就您的Model X订单时间与您联系。随着我们扩大产能，北美以外市场的上市日期已被推迟。生产开始时，我们将通过您的特斯拉帐户通知您交货时间。您的 Model X 即将交付。我们目前预计北美以外的发货将于 2022 年下半年开始。为了尽可能加快现有订单（包括您的Model X订单）的交付，我们目前不再接受来自北美以外市场的Model S和Model X的新订单。除非您的车辆配置发生了变化，否则您的Model X的价格将继续与您下订单时相同。要将您的订单费用应用于其他型号，或获得全额退款，请要求看涨期权直接与特斯拉代表联系。对于由此造成的任何不便，我们深表歉意。亲切的问候，您的特斯拉团队测试</blockquote></p><p></p>","source":"lsy1627037122897","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 stops taking Model S and Model X orders outside North America<blockquote>特斯拉停止在北美以外地区接受 Model S 和 Model X 订单</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 stops taking Model S and Model X orders outside North America<blockquote>特斯拉停止在北美以外地区接受 Model S 和 Model X 订单</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Electrek</strong><span class=\"h-time small\">2021-12-10 23:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tesla announced to potential buyers today that it stopped taking new Model S and Model X orders outside North America.</p><p><blockquote>特斯拉今天向潜在买家宣布，已停止接受北美以外地区的新 Model S 和 Model X 订单。</blockquote></p><p> It now expects deliveries in other markets to start during the second half of 2022.</p><p><blockquote>目前预计其他市场将于 2022 年下半年开始交付。</blockquote></p><p> The news comes from an email that Tesla started sending out to people who have Model S and Model X vehicles on order in Europe.</p><p><blockquote>这一消息来自特斯拉开始向在欧洲订购 Model S 和 Model X 汽车的人发送的一封电子邮件。</blockquote></p><p> Tesla writes in the email that it is not accepting any new orders (translated from German):</p><p><blockquote>特斯拉在邮件中写道，它不接受任何新订单（从德语翻译而来）：</blockquote></p><p>   In order to expedite the delivery of existing orders, including your Model X order, as much as possible, we are currently no longer accepting new orders for the Model S and Model X from markets outside of North America.  This is in response to Tesla likely having a large backlog of Model S/X orders in Europe and other markets, where there has been no new Model S/X shipment in a year.</p><p><blockquote>为了尽可能加快现有订单（包括您的Model X订单）的交付，我们目前不再接受来自北美以外市场的Model S和Model X的新订单。这是为了回应特斯拉在欧洲和其他市场可能有大量积压的Model S/X订单，这些市场已经一年没有新的Model S/X出货量了。</blockquote></p><p> Tesla shut down Model S and Model X production in January of last year to update the vehicles.</p><p><blockquote>特斯拉于去年1月停止了Model S和Model X的生产，以更新车辆。</blockquote></p><p> During that year, the automaker kept taking new orders, but production was delayed with new Model S starting to slowly come off the assembly line in June and&nbsp;Model X in October.</p><p><blockquote>那一年，该汽车制造商不断接受新订单，但生产被推迟，新款 Model S 于 6 月开始慢慢下线，Model X 于 10 月开始慢慢下线。</blockquote></p><p> Tesla is still catching up to the backlog in North America while new orders kept coming in from Europe and Asia.</p><p><blockquote>特斯拉仍在赶上北美的积压订单，而来自欧洲和亚洲的新订单则不断涌入。</blockquote></p><p> In the email, Tesla says that it now aims to deliver the first Model S and Model X in Europe during the second half of next year:</p><p><blockquote>特斯拉在电子邮件中表示，目前的目标是在明年下半年在欧洲交付首批 Model S 和 Model X：</blockquote></p><p>   Your Model X is getting closer to delivery. We currently expect shipments outside of North America to begin in the second half of 2022.  This means that Europe would be without Model S and Model X for a year and a half.</p><p><blockquote>您的 Model X 即将交付。我们目前预计北美以外的发货将于 2022 年下半年开始。这意味着欧洲将有一年半的时间没有 Model S 和 Model X。</blockquote></p><p> Here’s the email in full:</p><p><blockquote>以下是电子邮件全文：</blockquote></p><p>   Hello [redacted],    We are contacting you regarding the timing of your Model X order. As we expand production capacity, the launch dates for markets outside of North America have been postponed. We will inform you of the delivery times through your Tesla account when production begins.    Your Model X is getting closer to delivery. We currently expect shipments outside of North America to begin in the second half of 2022.    In order to expedite the delivery of existing orders, including your Model X order, as much as possible, we are currently no longer accepting new orders for the Model S and Model X from markets outside of North America.    The price of your Model X will continue to be the same as it was when you placed your order, unless your vehicle configuration has been changed. To apply your order fee to another model, or to receive a full refund, request a call to speak directly to a Tesla representative.    We apologize for any inconvenience this may cause.    Kind regards,    Your Tesla Team Testa </p><p><blockquote>您好【编辑】，我们正在就您的Model X订单时间与您联系。随着我们扩大产能，北美以外市场的上市日期已被推迟。生产开始时，我们将通过您的特斯拉帐户通知您交货时间。您的 Model X 即将交付。我们目前预计北美以外的发货将于 2022 年下半年开始。为了尽可能加快现有订单（包括您的Model X订单）的交付，我们目前不再接受来自北美以外市场的Model S和Model X的新订单。除非您的车辆配置发生了变化，否则您的Model X的价格将继续与您下订单时相同。要将您的订单费用应用于其他型号，或获得全额退款，请要求看涨期权直接与特斯拉代表联系。对于由此造成的任何不便，我们深表歉意。亲切的问候，您的特斯拉团队测试</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://electrek.co/2021/12/10/tesla-stops-taking-model-s-x-orders-outside-north-america/\">Electrek</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":{"TSLA":"特斯拉"},"source_url":"https://electrek.co/2021/12/10/tesla-stops-taking-model-s-x-orders-outside-north-america/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165282830","content_text":"Tesla announced to potential buyers today that it stopped taking new Model S and Model X orders outside North America.\nIt now expects deliveries in other markets to start during the second half of 2022.\nThe news comes from an email that Tesla started sending out to people who have Model S and Model X vehicles on order in Europe.\nTesla writes in the email that it is not accepting any new orders (translated from German):\n\n In order to expedite the delivery of existing orders, including your Model X order, as much as possible, we are currently no longer accepting new orders for the Model S and Model X from markets outside of North America.\n\nThis is in response to Tesla likely having a large backlog of Model S/X orders in Europe and other markets, where there has been no new Model S/X shipment in a year.\nTesla shut down Model S and Model X production in January of last year to update the vehicles.\nDuring that year, the automaker kept taking new orders, but production was delayed with new Model S starting to slowly come off the assembly line in June and Model X in October.\nTesla is still catching up to the backlog in North America while new orders kept coming in from Europe and Asia.\nIn the email, Tesla says that it now aims to deliver the first Model S and Model X in Europe during the second half of next year:\n\n Your Model X is getting closer to delivery. We currently expect shipments outside of North America to begin in the second half of 2022.\n\nThis means that Europe would be without Model S and Model X for a year and a half.\nHere’s the email in full:\n\n Hello [redacted],\n\n\n We are contacting you regarding the timing of your Model X order. As we expand production capacity, the launch dates for markets outside of North America have been postponed. We will inform you of the delivery times through your Tesla account when production begins.\n\n\n Your Model X is getting closer to delivery. We currently expect shipments outside of North America to begin in the second half of 2022.\n\n\n In order to expedite the delivery of existing orders, including your Model X order, as much as possible, we are currently no longer accepting new orders for the Model S and Model X from markets outside of North America.\n\n\n The price of your Model X will continue to be the same as it was when you placed your order, unless your vehicle configuration has been changed. To apply your order fee to another model, or to receive a full refund, request a call to speak directly to a Tesla representative.\n\n\n We apologize for any inconvenience this may cause.\n\n\n Kind regards,\n\n\n Your Tesla Team Testa","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605828423,"gmtCreate":1639146813366,"gmtModify":1639146821043,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"title":"","htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605828423","repostId":"1106405499","repostType":4,"isVote":1,"tweetType":1,"viewCount":1358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602236667,"gmtCreate":1639024257087,"gmtModify":1639024257257,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"title":"","htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602236667","repostId":"2190169579","repostType":4,"isVote":1,"tweetType":1,"viewCount":1948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606650747,"gmtCreate":1638875486580,"gmtModify":1638875486783,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"title":"","htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/606650747","repostId":"1100817933","repostType":4,"repost":{"id":"1100817933","kind":"news","pubTimestamp":1638873659,"share":"https://www.laohunote.com/m/news/1100817933?lang=zh_CN&edition=full","pubTime":"2021-12-07 18:40","market":"us","language":"en","title":"U.S. stock futures, oil prices and Treasury yields rose as Omicron fears eased<blockquote>随着奥密克戎担忧缓解，美国股指期货、油价和国债收益率上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100817933","media":"Wall Street Journal","summary":"U.S. stock futures climbed as investors bet that the impact of the Omicron variant of Covid-19 would","content":"<p>U.S. stock futures climbed as investors bet that the impact of the Omicron variant of Covid-19 would be milder than previously thought.</p><p><blockquote>由于投资者押注 Covid-19 奥密克戎变种的影响将比之前想象的要轻，美国股指期货上涨。</blockquote></p><p> Futures for the S&amp;P 500 gained 1.1% Tuesday. The&nbsp;index jumped Monday, recouping nearly all its losses for last week. Contracts for the tech-focused Nasdaq-100 jumped 1.7% Tuesday, and futures for the Dow Jones Industrial Average rose 0.8%.</p><p><blockquote>标普500期货周二上涨1.1%。该指数周一上涨，几乎收复了上周的所有跌幅。以科技股为主的纳斯达克 100 指数合约周二上涨 1.7%，道琼斯工业平均指数期货上涨 0.8%。</blockquote></p><p> Hopes that the new strain will have a less pronounced impact on travel and consumer confidence have bolstered stocks this week. Scientists and vaccine makers are still assessing the severity of Omicron and how well existing vaccines may work against it. Lower trading volumes in the lead-up to the holidays are likely to cause exaggerated moves in either direction, analysts say.</p><p><blockquote>人们希望新菌株对旅行和消费者信心的影响不会那么明显，这支撑了本周的股市。科学家和疫苗制造商仍在评估奥密克戎病的严重程度以及现有疫苗对抗它的效果。分析师表示，假期前交易量下降可能会导致这两个方向出现夸张的波动。</blockquote></p><p> “We’re in this period where investors are grappling for any news they can find and that, coupled with low liquidity, is leading to some big moves,” said Hugh Gimber, a strategist at J.P. Morgan Asset Management.</p><p><blockquote>“摩根大通资产管理公司（J.P. Morgan Asset Management）策略师休-金伯（Hugh Gimber）说：”我们正处于投资者争先恐后地寻找他们能找到的任何消息的时期，再加上低流动性，导致了一些大的波动。</blockquote></p><p> China’s efforts to inject liquidity into the financial system has also helped reassured investors that the slowdown in the world’s second-largest economy will be managed, Mr. Gimber said. On Monday, the People’s Bank of China said it would&nbsp;reduce the reserve requirement ratio for banks&nbsp;by 0.5 percentage point to 8.4%, starting Dec. 15. This would unleash about 1.2 trillion yuan, equivalent to around $188 billion, into the financial system.</p><p><blockquote>金伯先生说，中国向金融体系注入流动性的努力也有助于让投资者放心，世界第二大经济体的经济放缓将得到控制。本周一，中国人民银行表示将从12月15日起下调银行存款准备金率0.5个百分点至8.4%。这将向金融体系释放约1.2万亿元人民币，相当于约1880亿美元。</blockquote></p><p> Shares of Chinese property developers listed in Hong Kong were broadly higher on the plans, which could assist China’s debt-laden real-estate sector.&nbsp;Sunac China Holdings&nbsp;surged more than 15%, while&nbsp;China Aoyuan Groupgained more than 10%.</p><p><blockquote>在香港上市的中国房地产开发商的股价普遍走高，这可能会帮助中国负债累累的房地产行业。融创中国控股飙升超过 15%，中国奥园集团上涨超过 10%。</blockquote></p><p> Hong Kong’s broader Hang Seng Index gained 2.7%, while China’s Shanghai Composite edged up 0.2%. Japan’s Nikkei 225 rallied 1.9% and South Korea’s Kospi added 0.6%.</p><p><blockquote>香港恒生指数上涨 2.7%，中国上证综指小幅上涨 0.2%。日本日经 225 指数上涨 1.9%，韩国综合股价指数上涨 0.6%。</blockquote></p><p> Elsewhere, the pan-continental Stoxx Europe 600 jumped 1.2%.</p><p><blockquote>其他方面，泛洲斯托克欧洲 600 指数上涨 1.2%。</blockquote></p><p> Brent crude futures, the benchmark in global oil markets, rose 1.8% to $74.41 a barrel, as fears of renewed Covid-related lockdowns recede.</p><p><blockquote>随着对新冠疫情相关封锁的担忧消退，全球石油市场基准布伦特原油期货上涨 1.8%，至每桶 74.41 美元。</blockquote></p><p> In bond markets, the yield on the benchmark 10-year Treasury note ticked up to 1.443% Tuesday from 1.433% Monday. Yields rise when prices fall.</p><p><blockquote>在债券市场，基准 10 年期国债收益率从周一的 1.433% 升至周二的 1.443%。价格下跌时收益率上升。</blockquote></p><p> Bitcoin, the world’s largest cryptocurrency by market value, rose 2.6% to $51,307.04 as it continued to recover from&nbsp;a weekend selloff.</p><p><blockquote>全球市值最大的加密货币比特币上涨 2.6%，至 51,307.04 美元，继续从周末的抛售中复苏。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stock futures, oil prices and Treasury yields rose as Omicron fears eased<blockquote>随着奥密克戎担忧缓解，美国股指期货、油价和国债收益率上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. stock futures, oil prices and Treasury yields rose as Omicron fears eased<blockquote>随着奥密克戎担忧缓解，美国股指期货、油价和国债收益率上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Wall Street Journal</strong><span class=\"h-time small\">2021-12-07 18:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>U.S. stock futures climbed as investors bet that the impact of the Omicron variant of Covid-19 would be milder than previously thought.</p><p><blockquote>由于投资者押注 Covid-19 奥密克戎变种的影响将比之前想象的要轻，美国股指期货上涨。</blockquote></p><p> Futures for the S&amp;P 500 gained 1.1% Tuesday. The&nbsp;index jumped Monday, recouping nearly all its losses for last week. Contracts for the tech-focused Nasdaq-100 jumped 1.7% Tuesday, and futures for the Dow Jones Industrial Average rose 0.8%.</p><p><blockquote>标普500期货周二上涨1.1%。该指数周一上涨，几乎收复了上周的所有跌幅。以科技股为主的纳斯达克 100 指数合约周二上涨 1.7%，道琼斯工业平均指数期货上涨 0.8%。</blockquote></p><p> Hopes that the new strain will have a less pronounced impact on travel and consumer confidence have bolstered stocks this week. Scientists and vaccine makers are still assessing the severity of Omicron and how well existing vaccines may work against it. Lower trading volumes in the lead-up to the holidays are likely to cause exaggerated moves in either direction, analysts say.</p><p><blockquote>人们希望新菌株对旅行和消费者信心的影响不会那么明显，这支撑了本周的股市。科学家和疫苗制造商仍在评估奥密克戎病的严重程度以及现有疫苗对抗它的效果。分析师表示，假期前交易量下降可能会导致这两个方向出现夸张的波动。</blockquote></p><p> “We’re in this period where investors are grappling for any news they can find and that, coupled with low liquidity, is leading to some big moves,” said Hugh Gimber, a strategist at J.P. Morgan Asset Management.</p><p><blockquote>“摩根大通资产管理公司（J.P. Morgan Asset Management）策略师休-金伯（Hugh Gimber）说：”我们正处于投资者争先恐后地寻找他们能找到的任何消息的时期，再加上低流动性，导致了一些大的波动。</blockquote></p><p> China’s efforts to inject liquidity into the financial system has also helped reassured investors that the slowdown in the world’s second-largest economy will be managed, Mr. Gimber said. On Monday, the People’s Bank of China said it would&nbsp;reduce the reserve requirement ratio for banks&nbsp;by 0.5 percentage point to 8.4%, starting Dec. 15. This would unleash about 1.2 trillion yuan, equivalent to around $188 billion, into the financial system.</p><p><blockquote>金伯先生说，中国向金融体系注入流动性的努力也有助于让投资者放心，世界第二大经济体的经济放缓将得到控制。本周一，中国人民银行表示将从12月15日起下调银行存款准备金率0.5个百分点至8.4%。这将向金融体系释放约1.2万亿元人民币，相当于约1880亿美元。</blockquote></p><p> Shares of Chinese property developers listed in Hong Kong were broadly higher on the plans, which could assist China’s debt-laden real-estate sector.&nbsp;Sunac China Holdings&nbsp;surged more than 15%, while&nbsp;China Aoyuan Groupgained more than 10%.</p><p><blockquote>在香港上市的中国房地产开发商的股价普遍走高，这可能会帮助中国负债累累的房地产行业。融创中国控股飙升超过 15%，中国奥园集团上涨超过 10%。</blockquote></p><p> Hong Kong’s broader Hang Seng Index gained 2.7%, while China’s Shanghai Composite edged up 0.2%. Japan’s Nikkei 225 rallied 1.9% and South Korea’s Kospi added 0.6%.</p><p><blockquote>香港恒生指数上涨 2.7%，中国上证综指小幅上涨 0.2%。日本日经 225 指数上涨 1.9%，韩国综合股价指数上涨 0.6%。</blockquote></p><p> Elsewhere, the pan-continental Stoxx Europe 600 jumped 1.2%.</p><p><blockquote>其他方面，泛洲斯托克欧洲 600 指数上涨 1.2%。</blockquote></p><p> Brent crude futures, the benchmark in global oil markets, rose 1.8% to $74.41 a barrel, as fears of renewed Covid-related lockdowns recede.</p><p><blockquote>随着对新冠疫情相关封锁的担忧消退，全球石油市场基准布伦特原油期货上涨 1.8%，至每桶 74.41 美元。</blockquote></p><p> In bond markets, the yield on the benchmark 10-year Treasury note ticked up to 1.443% Tuesday from 1.433% Monday. Yields rise when prices fall.</p><p><blockquote>在债券市场，基准 10 年期国债收益率从周一的 1.433% 升至周二的 1.443%。价格下跌时收益率上升。</blockquote></p><p> Bitcoin, the world’s largest cryptocurrency by market value, rose 2.6% to $51,307.04 as it continued to recover from&nbsp;a weekend selloff.</p><p><blockquote>全球市值最大的加密货币比特币上涨 2.6%，至 51,307.04 美元，继续从周末的抛售中复苏。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/global-stock-markets-dow-update-12-07-2021-11638866220?mod=markets_lead_pos2\">Wall Street Journal</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",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.wsj.com/articles/global-stock-markets-dow-update-12-07-2021-11638866220?mod=markets_lead_pos2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100817933","content_text":"U.S. stock futures climbed as investors bet that the impact of the Omicron variant of Covid-19 would be milder than previously thought.\nFutures for the S&P 500 gained 1.1% Tuesday. The index jumped Monday, recouping nearly all its losses for last week. Contracts for the tech-focused Nasdaq-100 jumped 1.7% Tuesday, and futures for the Dow Jones Industrial Average rose 0.8%.\nHopes that the new strain will have a less pronounced impact on travel and consumer confidence have bolstered stocks this week. Scientists and vaccine makers are still assessing the severity of Omicron and how well existing vaccines may work against it. Lower trading volumes in the lead-up to the holidays are likely to cause exaggerated moves in either direction, analysts say.\n“We’re in this period where investors are grappling for any news they can find and that, coupled with low liquidity, is leading to some big moves,” said Hugh Gimber, a strategist at J.P. Morgan Asset Management.\nChina’s efforts to inject liquidity into the financial system has also helped reassured investors that the slowdown in the world’s second-largest economy will be managed, Mr. Gimber said. On Monday, the People’s Bank of China said it would reduce the reserve requirement ratio for banks by 0.5 percentage point to 8.4%, starting Dec. 15. This would unleash about 1.2 trillion yuan, equivalent to around $188 billion, into the financial system.\nShares of Chinese property developers listed in Hong Kong were broadly higher on the plans, which could assist China’s debt-laden real-estate sector. Sunac China Holdings surged more than 15%, while China Aoyuan Groupgained more than 10%.\nHong Kong’s broader Hang Seng Index gained 2.7%, while China’s Shanghai Composite edged up 0.2%. Japan’s Nikkei 225 rallied 1.9% and South Korea’s Kospi added 0.6%.\nElsewhere, the pan-continental Stoxx Europe 600 jumped 1.2%.\nBrent crude futures, the benchmark in global oil markets, rose 1.8% to $74.41 a barrel, as fears of renewed Covid-related lockdowns recede.\nIn bond markets, the yield on the benchmark 10-year Treasury note ticked up to 1.443% Tuesday from 1.433% Monday. Yields rise when prices fall.\nBitcoin, the world’s largest cryptocurrency by market value, rose 2.6% to $51,307.04 as it continued to recover from a weekend selloff.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608298351,"gmtCreate":1638745921004,"gmtModify":1638745921093,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"title":"","htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608298351","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":{"CVS":"西维斯健康","BK4088":"住宅建筑","COST":"好市多","TOL":"托尔兄弟","GME":"游戏驿站"},"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":{"CVS":0.9,"GME":0.9,"TOL":0.9,"COST":0.9}},"isVote":1,"tweetType":1,"viewCount":1006,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":812157116,"gmtCreate":1630567721635,"gmtModify":1631890970391,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"title":"","htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/812157116","repostId":"2164481914","repostType":4,"isVote":1,"tweetType":1,"viewCount":801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835507109,"gmtCreate":1629725812801,"gmtModify":1631892809960,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"title":"","htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/835507109","repostId":"1150831098","repostType":4,"repost":{"id":"1150831098","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":1629725636,"share":"https://www.laohunote.com/m/news/1150831098?lang=zh_CN&edition=full","pubTime":"2021-08-23 21:33","market":"us","language":"en","title":"Dow rises more than 170 points to start the week while investors await key Fed summit<blockquote>当投资者等待重要的美联储峰会时，道琼斯指数本周开始上涨超过 170 点</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1150831098","media":"Tiger Newspress","summary":"Stocks were higher in early trading Monday following a volatile week on Wall Street as investors eye","content":"<p>Stocks were higher in early trading Monday following a volatile week on Wall Street as investors eye a key event where the Federal Reserve could hint at prospects for tapering stimulus.</p><p><blockquote>华尔街经历了动荡的一周后，周一早盘股市走高，投资者关注美联储可能暗示缩减刺激措施前景的关键事件。</blockquote></p><p> The Dow Jones Industrial Average gained 171 points, or nearly 0.5%. The S&amp;P 500 and Nasdaq Composite rose about 0.4% as well.</p><p><blockquote>道琼斯工业平均指数上涨171点，涨幅近0.5%。标普500和纳斯达克综合指数也上涨约 0.4%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3aef7f594594be1593b1e7cb0194abc9\" tg-width=\"1011\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Shares of vaccine makers are higher in premarket trading with investors' eyes on the FDA, which is expected to give the two-dose Pfizer-BioNTech Covid-19 vaccine full approval Monday.Pfizer&nbsp;is up about 3% and&nbsp;BioNTech&nbsp;jumped 7%.</p><p><blockquote>由于投资者将目光投向 FDA，疫苗制造商的股价在盘前交易中走高，预计 FDA 将于周一全面批准两剂辉瑞-BioNTech Covid-19 疫苗。辉瑞上涨约 3%，BioNTech 上涨 7%。</blockquote></p><p> Bitcoin hit a three-month high on Sunday, punching above $50,000 and pulling crypto-adjacent stocks up with it.Coinbase&nbsp;rose 3% higher in early trading, while&nbsp;Microstrategy&nbsp;climbed 4%.</p><p><blockquote>比特币周日触及三个月高点，突破 50,000 美元，并带动加密货币相关股票上涨。 Coinbase 在早盘交易中上涨 3%，而 Microstrategy 则上涨 4%。</blockquote></p><p> Major averages are coming off a losing week as investors grew worried that the Fed's potential move to pull back monetary stimulus could slow down the economic recovery that is already challenged by the spread of the delta Covid-19 variant.</p><p><blockquote>由于投资者越来越担心美联储撤回货币刺激的潜在举措可能会减缓经济复苏，经济复苏已经受到三角洲 Covid-19 变种传播的挑战，主要股指本周下跌。</blockquote></p><p> Traders are eagerly awaiting the Jackson Hole&nbsp;symposium for clues on the Fed’s timeline for dialing back its $120 billion a month bond-buying program. The event takes place virtually on Thursday and Friday. The Fed previously was going to conduct the event in a mixed virtual and live presentation, but decided Friday to go all virtual in light of the rising virus risk.</p><p><blockquote>交易员们正热切地等待着杰克逊霍尔研讨会，以获取美联储缩减每月 1200 亿美元债券购买计划时间表的线索。该活动实际上在周四和周五举行。美联储此前打算以虚拟和现场混合演示的方式举办此次活动，但鉴于病毒风险上升，周五决定完全以虚拟方式进行。</blockquote></p><p> Chairman Jerome Powell’s speech will be titled “The Economic Outlook,” which “may suggest the speech could have a more near-term focus,” Nomura economist Aichi Amemiya said in a note.</p><p><blockquote>野村证券（Nomura）经济学家雨宫爱知（Aichi Amemiya）在一份报告中说，主席杰罗姆-鲍威尔（Jerome Powell）的演讲题目将是 “经济展望”，这 “可能表明演讲可能会有更多的近期重点”。</blockquote></p><p> “Given the recent deterioration in incoming data and the pandemic situation, we see some risk Powell focuses on increased uncertainty due to the latest COVID-19 surge,” Amemiya added. “At a minimum, we view recent comments from Fed officials as supporting our view of a December tapering announcement despite a preference on the FOMC for November as of the July meeting.”</p><p><blockquote>“Amemiya 补充说：”鉴于最近传入数据的恶化和大流行病的情况，我们认为鲍威尔关注的是最近 COVID-19 激增导致的不确定性增加。“至少，我们认为美联储官员最近的言论支持了我们关于12月宣布缩减规模的观点，尽管在7月的会议上，美联储更倾向于11月的联邦公开市场委员会会议。”</blockquote></p><p> The blue-chip Dow fell 1.1% last week, while the S&amp;P 500 declined nearly 0.6%, breaking a two-week winning streak. The tech-heavy Nasdaq dipped 0.7% during the week.</p><p><blockquote>蓝筹股道琼斯指数上周下跌1.1%，而标普500指数下跌近0.6%，打破了连续两周的上涨势头。以科技股为主的纳斯达克本周下跌 0.7%。</blockquote></p><p> “We suspect investor conviction is being challenged by the potential for upcoming monetary policy changes, shifting growth vs. value rotations, and a rising trajectory of new coronavirus cases,” Craig Johnson, technical market strategist at Piper Sandler, said in a note.</p><p><blockquote>“派珀桑德勒（Piper Sandler）技术市场策略师克雷格-约翰逊（Craig Johnson）在一份报告中说：”我们怀疑，投资者的信念正受到即将到来的货币政策变化、增长与价值轮动的转变以及新冠状病毒病例上升轨迹的挑战。</blockquote></p><p> For the month of August, major benchmarks are poised to post modest gains. The S&amp;P 500 is up 1.1% month to date, while the blue-chip Dow has gained 0.5% and the Nasdaq has climbed 0.3%.</p><p><blockquote>8月份，主要基准有望小幅上涨。本月迄今，标普500指数上涨 1.1%，蓝筹股道琼斯指数上涨 0.5%，纳斯达克指数上涨 0.3%。</blockquote></p><p> “August is a historically volatile month for markets and this year is no different, with investors currently climbing multiple walls of worries,” said Rod von Lipsey, managing director at UBS Private Wealth Management. “Upticks in Covid-19 cases and a downward spiral in Afghanistan are creating a crisis of confidence, at a time when many investors are on holiday.”</p><p><blockquote>“瑞银私人财富管理公司（UBS Private Wealth Management）董事总经理罗德-冯-利普西（Rod von Lipsey）说：”8 月份是市场历史上波动较大的月份，今年也不例外，投资者目前正在攀登多道担忧之墙。“在许多投资者都在度假之际，Covid-19 病例的上升和阿富汗的螺旋式下降正在造成信心危机”。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dow rises more than 170 points to start the week while investors await key Fed summit<blockquote>当投资者等待重要的美联储峰会时，道琼斯指数本周开始上涨超过 170 点</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDow rises more than 170 points to start the week while investors await key Fed summit<blockquote>当投资者等待重要的美联储峰会时，道琼斯指数本周开始上涨超过 170 点</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-23 21:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Stocks were higher in early trading Monday following a volatile week on Wall Street as investors eye a key event where the Federal Reserve could hint at prospects for tapering stimulus.</p><p><blockquote>华尔街经历了动荡的一周后，周一早盘股市走高，投资者关注美联储可能暗示缩减刺激措施前景的关键事件。</blockquote></p><p> The Dow Jones Industrial Average gained 171 points, or nearly 0.5%. The S&amp;P 500 and Nasdaq Composite rose about 0.4% as well.</p><p><blockquote>道琼斯工业平均指数上涨171点，涨幅近0.5%。标普500和纳斯达克综合指数也上涨约 0.4%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3aef7f594594be1593b1e7cb0194abc9\" tg-width=\"1011\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Shares of vaccine makers are higher in premarket trading with investors' eyes on the FDA, which is expected to give the two-dose Pfizer-BioNTech Covid-19 vaccine full approval Monday.Pfizer&nbsp;is up about 3% and&nbsp;BioNTech&nbsp;jumped 7%.</p><p><blockquote>由于投资者将目光投向 FDA，疫苗制造商的股价在盘前交易中走高，预计 FDA 将于周一全面批准两剂辉瑞-BioNTech Covid-19 疫苗。辉瑞上涨约 3%，BioNTech 上涨 7%。</blockquote></p><p> Bitcoin hit a three-month high on Sunday, punching above $50,000 and pulling crypto-adjacent stocks up with it.Coinbase&nbsp;rose 3% higher in early trading, while&nbsp;Microstrategy&nbsp;climbed 4%.</p><p><blockquote>比特币周日触及三个月高点，突破 50,000 美元，并带动加密货币相关股票上涨。 Coinbase 在早盘交易中上涨 3%，而 Microstrategy 则上涨 4%。</blockquote></p><p> Major averages are coming off a losing week as investors grew worried that the Fed's potential move to pull back monetary stimulus could slow down the economic recovery that is already challenged by the spread of the delta Covid-19 variant.</p><p><blockquote>由于投资者越来越担心美联储撤回货币刺激的潜在举措可能会减缓经济复苏，经济复苏已经受到三角洲 Covid-19 变种传播的挑战，主要股指本周下跌。</blockquote></p><p> Traders are eagerly awaiting the Jackson Hole&nbsp;symposium for clues on the Fed’s timeline for dialing back its $120 billion a month bond-buying program. The event takes place virtually on Thursday and Friday. The Fed previously was going to conduct the event in a mixed virtual and live presentation, but decided Friday to go all virtual in light of the rising virus risk.</p><p><blockquote>交易员们正热切地等待着杰克逊霍尔研讨会，以获取美联储缩减每月 1200 亿美元债券购买计划时间表的线索。该活动实际上在周四和周五举行。美联储此前打算以虚拟和现场混合演示的方式举办此次活动，但鉴于病毒风险上升，周五决定完全以虚拟方式进行。</blockquote></p><p> Chairman Jerome Powell’s speech will be titled “The Economic Outlook,” which “may suggest the speech could have a more near-term focus,” Nomura economist Aichi Amemiya said in a note.</p><p><blockquote>野村证券（Nomura）经济学家雨宫爱知（Aichi Amemiya）在一份报告中说，主席杰罗姆-鲍威尔（Jerome Powell）的演讲题目将是 “经济展望”，这 “可能表明演讲可能会有更多的近期重点”。</blockquote></p><p> “Given the recent deterioration in incoming data and the pandemic situation, we see some risk Powell focuses on increased uncertainty due to the latest COVID-19 surge,” Amemiya added. “At a minimum, we view recent comments from Fed officials as supporting our view of a December tapering announcement despite a preference on the FOMC for November as of the July meeting.”</p><p><blockquote>“Amemiya 补充说：”鉴于最近传入数据的恶化和大流行病的情况，我们认为鲍威尔关注的是最近 COVID-19 激增导致的不确定性增加。“至少，我们认为美联储官员最近的言论支持了我们关于12月宣布缩减规模的观点，尽管在7月的会议上，美联储更倾向于11月的联邦公开市场委员会会议。”</blockquote></p><p> The blue-chip Dow fell 1.1% last week, while the S&amp;P 500 declined nearly 0.6%, breaking a two-week winning streak. The tech-heavy Nasdaq dipped 0.7% during the week.</p><p><blockquote>蓝筹股道琼斯指数上周下跌1.1%，而标普500指数下跌近0.6%，打破了连续两周的上涨势头。以科技股为主的纳斯达克本周下跌 0.7%。</blockquote></p><p> “We suspect investor conviction is being challenged by the potential for upcoming monetary policy changes, shifting growth vs. value rotations, and a rising trajectory of new coronavirus cases,” Craig Johnson, technical market strategist at Piper Sandler, said in a note.</p><p><blockquote>“派珀桑德勒（Piper Sandler）技术市场策略师克雷格-约翰逊（Craig Johnson）在一份报告中说：”我们怀疑，投资者的信念正受到即将到来的货币政策变化、增长与价值轮动的转变以及新冠状病毒病例上升轨迹的挑战。</blockquote></p><p> For the month of August, major benchmarks are poised to post modest gains. The S&amp;P 500 is up 1.1% month to date, while the blue-chip Dow has gained 0.5% and the Nasdaq has climbed 0.3%.</p><p><blockquote>8月份，主要基准有望小幅上涨。本月迄今，标普500指数上涨 1.1%，蓝筹股道琼斯指数上涨 0.5%，纳斯达克指数上涨 0.3%。</blockquote></p><p> “August is a historically volatile month for markets and this year is no different, with investors currently climbing multiple walls of worries,” said Rod von Lipsey, managing director at UBS Private Wealth Management. “Upticks in Covid-19 cases and a downward spiral in Afghanistan are creating a crisis of confidence, at a time when many investors are on holiday.”</p><p><blockquote>“瑞银私人财富管理公司（UBS Private Wealth Management）董事总经理罗德-冯-利普西（Rod von Lipsey）说：”8 月份是市场历史上波动较大的月份，今年也不例外，投资者目前正在攀登多道担忧之墙。“在许多投资者都在度假之际，Covid-19 病例的上升和阿富汗的螺旋式下降正在造成信心危机”。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150831098","content_text":"Stocks were higher in early trading Monday following a volatile week on Wall Street as investors eye a key event where the Federal Reserve could hint at prospects for tapering stimulus.\nThe Dow Jones Industrial Average gained 171 points, or nearly 0.5%. The S&P 500 and Nasdaq Composite rose about 0.4% as well.\n\nShares of vaccine makers are higher in premarket trading with investors' eyes on the FDA, which is expected to give the two-dose Pfizer-BioNTech Covid-19 vaccine full approval Monday.Pfizer is up about 3% and BioNTech jumped 7%.\nBitcoin hit a three-month high on Sunday, punching above $50,000 and pulling crypto-adjacent stocks up with it.Coinbase rose 3% higher in early trading, while Microstrategy climbed 4%.\nMajor averages are coming off a losing week as investors grew worried that the Fed's potential move to pull back monetary stimulus could slow down the economic recovery that is already challenged by the spread of the delta Covid-19 variant.\nTraders are eagerly awaiting the Jackson Hole symposium for clues on the Fed’s timeline for dialing back its $120 billion a month bond-buying program. The event takes place virtually on Thursday and Friday. The Fed previously was going to conduct the event in a mixed virtual and live presentation, but decided Friday to go all virtual in light of the rising virus risk.\nChairman Jerome Powell’s speech will be titled “The Economic Outlook,” which “may suggest the speech could have a more near-term focus,” Nomura economist Aichi Amemiya said in a note.\n“Given the recent deterioration in incoming data and the pandemic situation, we see some risk Powell focuses on increased uncertainty due to the latest COVID-19 surge,” Amemiya added. “At a minimum, we view recent comments from Fed officials as supporting our view of a December tapering announcement despite a preference on the FOMC for November as of the July meeting.”\nThe blue-chip Dow fell 1.1% last week, while the S&P 500 declined nearly 0.6%, breaking a two-week winning streak. The tech-heavy Nasdaq dipped 0.7% during the week.\n“We suspect investor conviction is being challenged by the potential for upcoming monetary policy changes, shifting growth vs. value rotations, and a rising trajectory of new coronavirus cases,” Craig Johnson, technical market strategist at Piper Sandler, said in a note.\nFor the month of August, major benchmarks are poised to post modest gains. The S&P 500 is up 1.1% month to date, while the blue-chip Dow has gained 0.5% and the Nasdaq has climbed 0.3%.\n“August is a historically volatile month for markets and this year is no different, with investors currently climbing multiple walls of worries,” said Rod von Lipsey, managing director at UBS Private Wealth Management. “Upticks in Covid-19 cases and a downward spiral in Afghanistan are creating a crisis of confidence, at a time when many investors are on holiday.”","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":845943322,"gmtCreate":1636271347706,"gmtModify":1636271347947,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"title":"","htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/845943322","repostId":"2181074782","repostType":4,"isVote":1,"tweetType":1,"viewCount":899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604660737,"gmtCreate":1639387820908,"gmtModify":1639388586265,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"title":"","htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/604660737","repostId":"1165575464","repostType":2,"repost":{"id":"1165575464","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":1639387544,"share":"https://www.laohunote.com/m/news/1165575464?lang=zh_CN&edition=full","pubTime":"2021-12-13 17:25","market":"us","language":"en","title":"5 Stocks To Watch For December 13, 2021<blockquote>2021 年 12 月 13 日值得关注的 5 只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1165575464","media":"Benzinga Earnings","summary":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects Qudian Inc. to repor","content":"<p>Some of the stocks that may grab investor focus today are:</p><p><blockquote>今天可能吸引投资者关注的一些股票是：</blockquote></p><p> <ul>  <li>Wall Street expects&nbsp;<b>Qudian Inc.</b>&nbsp;to report quarterly earnings at $0.34 per share on revenue of $117.22 million before the opening bell. Qudian shares rose 2.9% to close at $1.40 on Friday.</li>  <li><b>SIFCO Industries, Inc.</b>&nbsp;reported a net loss of $0.43 per share for the fourth quarter of fiscal 2021, versus year-ago net income of $0.86 per share. Its net sales dropped 16.3% to $24.3 million. SIFCO Industries shares fell 0.5% to close at $8.76 on Friday.</li>  <li>Analysts are expecting&nbsp;<b>J.Jill, Inc.</b>&nbsp;to have earned $0.34 per share on revenue of $117.22 million for the latest quarter. J.Jill will release earnings after the markets close. Johnson Outdoors shares slipped 0.8% to close at $15.39 on Friday.</li> </ul> <ul>  <li><b>Proto Labs Inc</b>&nbsp;announced a $50 million increase to its stock buyback plan. The recent authorization raises the repurchase program to $150 million. Proto Labs shares gained 0.9% to $50.02 in the after-hours trading session.</li>  <li>Analysts expect&nbsp;<b>Zedge, Inc.</b>&nbsp;to post quarterly earnings at $0.12 per share on revenue of $5.26 million after the closing bell. Zedge shares dropped 0.9% to $9.16 in after-hours trading.</li> </ul></p><p><blockquote><ul><li>华尔街预期<b>趣店公司。</b>开盘前公布季度收益为每股 0.34 美元，营收为 1.1722 亿美元。趣店股价周五上涨 2.9%，收于 1.40 美元。</li><li><b>西夫科工业公司。</b>报告 2021 财年第四季度每股净亏损 0.43 美元，而去年同期每股净利润为 0.86 美元。其净销售额下降 16.3% 至 2430 万美元。SIFCO Industries 股价周五下跌 0.5%，收于 8.76 美元。</li><li>分析师预计<b>J.吉尔公司。</b>最新季度每股收益 0.34 美元，营收为 1.1722 亿美元。J.Jill 将在收盘后发布财报。Johnson Outdoors 股价周五下跌 0.8%，收于 15.39 美元。</li></ul><ul><li><b>原型实验室公司</b>宣布将股票回购计划增加 5000 万美元。最近的授权将回购计划提高到1.5亿美元。Proto Labs 股价在盘后交易时段上涨 0.9%，至 50.02 美元。</li><li>分析师预计<b>泽奇公司。</b>收盘后公布每股 0.12 美元的季度收益，营收为 526 万美元。Zedge 股价在盘后交易中下跌 0.9%，至 9.16 美元。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Stocks To Watch For December 13, 2021<blockquote>2021 年 12 月 13 日值得关注的 5 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\">\n5 Stocks To Watch For December 13, 2021<blockquote>2021 年 12 月 13 日值得关注的 5 只股票</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\">2021-12-13 17:25</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Some of the stocks that may grab investor focus today are:</p><p><blockquote>今天可能吸引投资者关注的一些股票是：</blockquote></p><p> <ul>  <li>Wall Street expects&nbsp;<b>Qudian Inc.</b>&nbsp;to report quarterly earnings at $0.34 per share on revenue of $117.22 million before the opening bell. Qudian shares rose 2.9% to close at $1.40 on Friday.</li>  <li><b>SIFCO Industries, Inc.</b>&nbsp;reported a net loss of $0.43 per share for the fourth quarter of fiscal 2021, versus year-ago net income of $0.86 per share. Its net sales dropped 16.3% to $24.3 million. SIFCO Industries shares fell 0.5% to close at $8.76 on Friday.</li>  <li>Analysts are expecting&nbsp;<b>J.Jill, Inc.</b>&nbsp;to have earned $0.34 per share on revenue of $117.22 million for the latest quarter. J.Jill will release earnings after the markets close. Johnson Outdoors shares slipped 0.8% to close at $15.39 on Friday.</li> </ul> <ul>  <li><b>Proto Labs Inc</b>&nbsp;announced a $50 million increase to its stock buyback plan. The recent authorization raises the repurchase program to $150 million. Proto Labs shares gained 0.9% to $50.02 in the after-hours trading session.</li>  <li>Analysts expect&nbsp;<b>Zedge, Inc.</b>&nbsp;to post quarterly earnings at $0.12 per share on revenue of $5.26 million after the closing bell. Zedge shares dropped 0.9% to $9.16 in after-hours trading.</li> </ul></p><p><blockquote><ul><li>华尔街预期<b>趣店公司。</b>开盘前公布季度收益为每股 0.34 美元，营收为 1.1722 亿美元。趣店股价周五上涨 2.9%，收于 1.40 美元。</li><li><b>西夫科工业公司。</b>报告 2021 财年第四季度每股净亏损 0.43 美元，而去年同期每股净利润为 0.86 美元。其净销售额下降 16.3% 至 2430 万美元。SIFCO Industries 股价周五下跌 0.5%，收于 8.76 美元。</li><li>分析师预计<b>J.吉尔公司。</b>最新季度每股收益 0.34 美元，营收为 1.1722 亿美元。J.Jill 将在收盘后发布财报。Johnson Outdoors 股价周五下跌 0.8%，收于 15.39 美元。</li></ul><ul><li><b>原型实验室公司</b>宣布将股票回购计划增加 5000 万美元。最近的授权将回购计划提高到1.5亿美元。Proto Labs 股价在盘后交易时段上涨 0.9%，至 50.02 美元。</li><li>分析师预计<b>泽奇公司。</b>收盘后公布每股 0.12 美元的季度收益，营收为 526 万美元。Zedge 股价在盘后交易中下跌 0.9%，至 9.16 美元。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JILL":"J.Jill Inc.","PRLB":"Proto Labs Inc","SIF":"SIFCO Industries Inc","ZDGE":"Zedge, Inc. Class B"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165575464","content_text":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects Qudian Inc. to report quarterly earnings at $0.34 per share on revenue of $117.22 million before the opening bell. Qudian shares rose 2.9% to close at $1.40 on Friday.\nSIFCO Industries, Inc. reported a net loss of $0.43 per share for the fourth quarter of fiscal 2021, versus year-ago net income of $0.86 per share. Its net sales dropped 16.3% to $24.3 million. SIFCO Industries shares fell 0.5% to close at $8.76 on Friday.\nAnalysts are expecting J.Jill, Inc. to have earned $0.34 per share on revenue of $117.22 million for the latest quarter. J.Jill will release earnings after the markets close. Johnson Outdoors shares slipped 0.8% to close at $15.39 on Friday.\n\n\nProto Labs Inc announced a $50 million increase to its stock buyback plan. The recent authorization raises the repurchase program to $150 million. Proto Labs shares gained 0.9% to $50.02 in the after-hours trading session.\nAnalysts expect Zedge, Inc. to post quarterly earnings at $0.12 per share on revenue of $5.26 million after the closing bell. Zedge shares dropped 0.9% to $9.16 in after-hours trading.","news_type":1,"symbols_score_info":{"SIF":0.9,"QD":0.9,"PRLB":0.9,"JILL":0.9,"ZDGE":0.9}},"isVote":1,"tweetType":1,"viewCount":1515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372291141,"gmtCreate":1619218161083,"gmtModify":1631884223319,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"title":"","htmlText":"Shouldn't the companies help the&nbsp; nation when they are earning? Just like the nation helped the economy during Covid-19.","listText":"Shouldn't the companies help the&nbsp; nation when they are earning? Just like the nation helped the economy during Covid-19.","text":"Shouldn't the companies help the nation when they are earning? Just like the nation helped the economy during Covid-19.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/372291141","repostId":"1128911279","repostType":4,"isVote":1,"tweetType":1,"viewCount":769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884033750,"gmtCreate":1631838650170,"gmtModify":1631890970279,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"title":"","htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/884033750","repostId":"1105376345","repostType":4,"repost":{"id":"1105376345","kind":"news","pubTimestamp":1631833833,"share":"https://www.laohunote.com/m/news/1105376345?lang=zh_CN&edition=full","pubTime":"2021-09-17 07:10","market":"us","language":"en","title":"S&P ends modestly lower as rising Treasury yields offset robust retail data<blockquote>由于国债收益率上升抵消了强劲的零售数据，标准普尔收盘小幅走低</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1105376345","media":"Reuters","summary":"NEW YORK (Reuters) - The S&P 500 ended slightly down on Thursday, paring losses in late trading afte","content":"<p>NEW YORK (Reuters) - The S&amp;P 500 ended slightly down on Thursday, paring losses in late trading after unexpectedly strong retail sales data underscored the strength of the U.S. economic recovery.</p><p><blockquote>路透纽约5月28日 - 标普500周四小幅收低，在意外强劲的零售销售数据凸显美国经济复苏的强劲势头后，尾盘收窄跌幅。</blockquote></p><p> The three major indexes spent much of the day in negative territory as rising U.S. Treasury yields pressured market-leading tech stocks, and the rising dollar weighed on exporters.</p><p><blockquote>由于美国国债收益率上升给市场领先的科技股带来压力，以及美元升值给出口商带来压力，三大股指当天大部分时间都处于负值区域。</blockquote></p><p> Amazon.com Inc, buoyed by solid online sales in the Commerce Department’s report, helped push the Nasdaq into positive territory.</p><p><blockquote>亚马逊公司在商务部报告中稳健的在线销售提振下，帮助纳斯达克进入正值。</blockquote></p><p> “Looking at today, clearly we had positive news from retail sales and it looks as if the massive slowdown in the economy is not materializing as a lot of people expected,” said Ryan Detrick, senior market strategist at LPL Financial in Charlotte, North Carolina.</p><p><blockquote>“北卡罗来纳州夏洛特市 LPL Financial 高级市场策略师 Ryan Detrick 说：”从今天的情况来看，我们显然收到了零售销售方面的积极消息，而且经济的大幅放缓似乎并没有像许多人预期的那样实现。</blockquote></p><p> “It’s a nice reminder that the economy is still taking two steps forward for each step back even amid the COVID concerns,” Detrick added.</p><p><blockquote>“德特里克补充说：”这很好地提醒我们，即使在 COVID 担忧的情况下，经济仍在每后退一步前进两步。</blockquote></p><p> Economically sensitive transports and microchips were among the outperformers.</p><p><blockquote>对经济敏感的运输和微芯片表现优异。</blockquote></p><p> Data released before the opening bell showed an unexpected bump in retail sales as shoppers weathered Hurricane Ida and the COVID Delta variant, evidence of resilience in the consumer, who contributes about 70% to U.S. economic growth.</p><p><blockquote>开盘前公布的数据显示，随着购物者经受住了飓风艾达和新冠病毒德尔塔变异毒株的考验，零售额意外增长，这证明了消费者的韧性，消费者对美国经济增长的贡献约为70%。</blockquote></p><p> “Once again, it shows the U.S. consumer continues to spend and continues to help this economy grow,” Detrick said.</p><p><blockquote>“德特里克说：”这再次表明美国消费者继续消费，并继续帮助经济增长。</blockquote></p><p> The Dow Jones Industrial Average fell 63.07 points, or 0.18%, to 34,751.32; the S&amp;P 500 lost 6.95 points, or 0.16%, at 4,473.75; and the Nasdaq Composite added 20.40 points, or 0.13%, at 15,181.92.</p><p><blockquote>道琼斯工业平均指数下跌63.07点，跌幅0.18%，至34,751.32点；标普500下跌 6.95 点，跌幅 0.16%，报 4,473.75 点；纳斯达克综合指数上涨 20.40 点，即 0.13%，至 15,181.92 点。</blockquote></p><p> Eight of the 11 major sectors in the S&amp;P 500 ended lower, with materials suffering the largest percentage drop.</p><p><blockquote>标普500 11个主要板块中有8个板块收盘走低，其中材料板块跌幅最大。</blockquote></p><p> The consumer discretionary spending sector posted the biggest gain, with Amazon.com doing the heavy lifting.</p><p><blockquote>非必需消费品支出行业涨幅最大，其中亚马逊承担了重任。</blockquote></p><p> Apparel company Gap Inc gained 1.6%. Online marketplace Etsy Inc and luxury accessory company Tapestry Inc rose 3.1% and 1.9%, respectively.</p><p><blockquote>服装公司 Gap Inc 上涨 1.6%。在线市场 Etsy Inc 和奢侈配饰公司 Tapestry Inc 分别上涨 3.1% 和 1.9%。</blockquote></p><p> Ford Motor Co rose 1.4% after it announced plans to boost production of its F-150 electric pickup model.</p><p><blockquote>福特汽车公司宣布计划提高 F-150 电动皮卡车型的产量，股价上涨 1.4%。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.27-to-1 ratio; on Nasdaq, a 1.06-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 1.27 比 1；在纳斯达克，1.06比1的比率有利于进步人士。</blockquote></p><p> The S&amp;P 500 posted nine new 52-week highs and one new low; the Nasdaq Composite recorded 82 new highs and 94 new lows.</p><p><blockquote>标普500创下9个52周新高和一个新低；纳斯达克综合指数创下82个新高和94个新低。</blockquote></p><p> Volume on U.S. exchanges was 9.37 billion shares, compared with the 9.44 billion average over the last 20 trading days.</p><p><blockquote>美国交易所的成交量为 93.7 亿股，而过去 20 个交易日的平均成交量为 94.4 亿股。</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>S&P ends modestly lower as rising Treasury yields offset robust retail data<blockquote>由于国债收益率上升抵消了强劲的零售数据，标准普尔收盘小幅走低</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\">\nS&P ends modestly lower as rising Treasury yields offset robust retail data<blockquote>由于国债收益率上升抵消了强劲的零售数据，标准普尔收盘小幅走低</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-09-17 07:10</span>\n</p>\n</h4>\n</header>\n<article>\n<p>NEW YORK (Reuters) - The S&amp;P 500 ended slightly down on Thursday, paring losses in late trading after unexpectedly strong retail sales data underscored the strength of the U.S. economic recovery.</p><p><blockquote>路透纽约5月28日 - 标普500周四小幅收低，在意外强劲的零售销售数据凸显美国经济复苏的强劲势头后，尾盘收窄跌幅。</blockquote></p><p> The three major indexes spent much of the day in negative territory as rising U.S. Treasury yields pressured market-leading tech stocks, and the rising dollar weighed on exporters.</p><p><blockquote>由于美国国债收益率上升给市场领先的科技股带来压力，以及美元升值给出口商带来压力，三大股指当天大部分时间都处于负值区域。</blockquote></p><p> Amazon.com Inc, buoyed by solid online sales in the Commerce Department’s report, helped push the Nasdaq into positive territory.</p><p><blockquote>亚马逊公司在商务部报告中稳健的在线销售提振下，帮助纳斯达克进入正值。</blockquote></p><p> “Looking at today, clearly we had positive news from retail sales and it looks as if the massive slowdown in the economy is not materializing as a lot of people expected,” said Ryan Detrick, senior market strategist at LPL Financial in Charlotte, North Carolina.</p><p><blockquote>“北卡罗来纳州夏洛特市 LPL Financial 高级市场策略师 Ryan Detrick 说：”从今天的情况来看，我们显然收到了零售销售方面的积极消息，而且经济的大幅放缓似乎并没有像许多人预期的那样实现。</blockquote></p><p> “It’s a nice reminder that the economy is still taking two steps forward for each step back even amid the COVID concerns,” Detrick added.</p><p><blockquote>“德特里克补充说：”这很好地提醒我们，即使在 COVID 担忧的情况下，经济仍在每后退一步前进两步。</blockquote></p><p> Economically sensitive transports and microchips were among the outperformers.</p><p><blockquote>对经济敏感的运输和微芯片表现优异。</blockquote></p><p> Data released before the opening bell showed an unexpected bump in retail sales as shoppers weathered Hurricane Ida and the COVID Delta variant, evidence of resilience in the consumer, who contributes about 70% to U.S. economic growth.</p><p><blockquote>开盘前公布的数据显示，随着购物者经受住了飓风艾达和新冠病毒德尔塔变异毒株的考验，零售额意外增长，这证明了消费者的韧性，消费者对美国经济增长的贡献约为70%。</blockquote></p><p> “Once again, it shows the U.S. consumer continues to spend and continues to help this economy grow,” Detrick said.</p><p><blockquote>“德特里克说：”这再次表明美国消费者继续消费，并继续帮助经济增长。</blockquote></p><p> The Dow Jones Industrial Average fell 63.07 points, or 0.18%, to 34,751.32; the S&amp;P 500 lost 6.95 points, or 0.16%, at 4,473.75; and the Nasdaq Composite added 20.40 points, or 0.13%, at 15,181.92.</p><p><blockquote>道琼斯工业平均指数下跌63.07点，跌幅0.18%，至34,751.32点；标普500下跌 6.95 点，跌幅 0.16%，报 4,473.75 点；纳斯达克综合指数上涨 20.40 点，即 0.13%，至 15,181.92 点。</blockquote></p><p> Eight of the 11 major sectors in the S&amp;P 500 ended lower, with materials suffering the largest percentage drop.</p><p><blockquote>标普500 11个主要板块中有8个板块收盘走低，其中材料板块跌幅最大。</blockquote></p><p> The consumer discretionary spending sector posted the biggest gain, with Amazon.com doing the heavy lifting.</p><p><blockquote>非必需消费品支出行业涨幅最大，其中亚马逊承担了重任。</blockquote></p><p> Apparel company Gap Inc gained 1.6%. Online marketplace Etsy Inc and luxury accessory company Tapestry Inc rose 3.1% and 1.9%, respectively.</p><p><blockquote>服装公司 Gap Inc 上涨 1.6%。在线市场 Etsy Inc 和奢侈配饰公司 Tapestry Inc 分别上涨 3.1% 和 1.9%。</blockquote></p><p> Ford Motor Co rose 1.4% after it announced plans to boost production of its F-150 electric pickup model.</p><p><blockquote>福特汽车公司宣布计划提高 F-150 电动皮卡车型的产量，股价上涨 1.4%。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.27-to-1 ratio; on Nasdaq, a 1.06-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 1.27 比 1；在纳斯达克，1.06比1的比率有利于进步人士。</blockquote></p><p> The S&amp;P 500 posted nine new 52-week highs and one new low; the Nasdaq Composite recorded 82 new highs and 94 new lows.</p><p><blockquote>标普500创下9个52周新高和一个新低；纳斯达克综合指数创下82个新高和94个新低。</blockquote></p><p> Volume on U.S. exchanges was 9.37 billion shares, compared with the 9.44 billion average over the last 20 trading days.</p><p><blockquote>美国交易所的成交量为 93.7 亿股，而过去 20 个交易日的平均成交量为 94.4 亿股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-sp-ends-modestly-lower-as-rising-treasury-yields-offset-robust-retail-data-idUSL1N2QI2MB\">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":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-ends-modestly-lower-as-rising-treasury-yields-offset-robust-retail-data-idUSL1N2QI2MB","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105376345","content_text":"NEW YORK (Reuters) - The S&P 500 ended slightly down on Thursday, paring losses in late trading after unexpectedly strong retail sales data underscored the strength of the U.S. economic recovery.\nThe three major indexes spent much of the day in negative territory as rising U.S. Treasury yields pressured market-leading tech stocks, and the rising dollar weighed on exporters.\nAmazon.com Inc, buoyed by solid online sales in the Commerce Department’s report, helped push the Nasdaq into positive territory.\n“Looking at today, clearly we had positive news from retail sales and it looks as if the massive slowdown in the economy is not materializing as a lot of people expected,” said Ryan Detrick, senior market strategist at LPL Financial in Charlotte, North Carolina.\n“It’s a nice reminder that the economy is still taking two steps forward for each step back even amid the COVID concerns,” Detrick added.\nEconomically sensitive transports and microchips were among the outperformers.\nData released before the opening bell showed an unexpected bump in retail sales as shoppers weathered Hurricane Ida and the COVID Delta variant, evidence of resilience in the consumer, who contributes about 70% to U.S. economic growth.\n“Once again, it shows the U.S. consumer continues to spend and continues to help this economy grow,” Detrick said.\nThe Dow Jones Industrial Average fell 63.07 points, or 0.18%, to 34,751.32; the S&P 500 lost 6.95 points, or 0.16%, at 4,473.75; and the Nasdaq Composite added 20.40 points, or 0.13%, at 15,181.92.\nEight of the 11 major sectors in the S&P 500 ended lower, with materials suffering the largest percentage drop.\nThe consumer discretionary spending sector posted the biggest gain, with Amazon.com doing the heavy lifting.\nApparel company Gap Inc gained 1.6%. Online marketplace Etsy Inc and luxury accessory company Tapestry Inc rose 3.1% and 1.9%, respectively.\nFord Motor Co rose 1.4% after it announced plans to boost production of its F-150 electric pickup model.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.27-to-1 ratio; on Nasdaq, a 1.06-to-1 ratio favored advancers.\nThe S&P 500 posted nine new 52-week highs and one new low; the Nasdaq Composite recorded 82 new highs and 94 new lows.\nVolume on U.S. exchanges was 9.37 billion shares, compared with the 9.44 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":852685971,"gmtCreate":1635262091236,"gmtModify":1635262126774,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"title":"","htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/852685971","repostId":"2178090244","repostType":4,"isVote":1,"tweetType":1,"viewCount":890,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":824670580,"gmtCreate":1634310975463,"gmtModify":1634311009303,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"title":"","htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/824670580","repostId":"2175117376","repostType":4,"isVote":1,"tweetType":1,"viewCount":799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823320504,"gmtCreate":1633586140811,"gmtModify":1633586141019,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"title":"","htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/823320504","repostId":"2173948607","repostType":4,"repost":{"id":"2173948607","kind":"highlight","pubTimestamp":1633570746,"share":"https://www.laohunote.com/m/news/2173948607?lang=zh_CN&edition=full","pubTime":"2021-10-07 09:39","market":"us","language":"en","title":"Here are 10 'high conviction' stocks of companies with strong pricing power and at least 20% upside potential to UBS targets<blockquote>以下是 10 只具有强大定价能力且对瑞银目标至少有 20% 上涨潜力的“高信念”公司股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2173948607","media":"MarketWatch","summary":"UBS expects pricing power to be even more important as shipping, raw materials and wage costs surge. Inflation and supply issues are among the buzziest words on Wall Street as the third-quarter earnings reporting season approaches, with investors waiting to see which companies were the best at managing surging cost pressures and shipping disruptions.UBS strategists believe one of the best ways to deal with these headwinds is for a company to raise prices, but not all companies can do so by enoug","content":"<p>UBS expects pricing power to be even more important as shipping, raw materials and wage costs surge</p><p><blockquote>瑞银预计，随着航运、原材料和工资成本飙升，定价权将变得更加重要</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9666acc8b6cbedd5fb585565a168bcf\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>盖蒂图片社</span></p></blockquote></p><p> Inflation and supply issues are among the buzziest words on Wall Street as the third-quarter earnings reporting season approaches, with investors waiting to see which companies were the best at managing surging cost pressures and shipping disruptions.</p><p><blockquote>随着第三季度财报季的临近，通胀和供应问题是华尔街最热门的词汇之一，投资者正在等待看哪些公司最擅长应对飙升的成本压力和运输中断。</blockquote></p><p> UBS strategists believe one of the best ways to deal with these headwinds is for a company to raise prices, but not all companies can do so by enough to make a real difference without losing customers.</p><p><blockquote>瑞银策略师认为，应对这些不利因素的最佳方法之一是公司提高价格，但并非所有公司都能在不失去客户的情况下产生真正的影响。</blockquote></p><p> A number of companies in different sectors have already cut forward guidance, given rising costs and supply-chain disruptions, such as FedEx Corp.,Nu Skin Enterprises Inc.&nbsp;and Dollar Tree Inc..</p><p><blockquote>鉴于成本上升和供应链中断，不同行业的许多公司已经下调了指引，如联邦快递公司、如新企业公司和美元树公司..</blockquote></p><p> Third-quarter earnings season kicks off in earnest next week, with aggregate earnings per share of the S&amp;P 500 companies&nbsp;expected to show year-over-year growth in earnings per share of about 27% and in sales of about 15%.</p><p><blockquote>第三季度财报季将于下周正式拉开帷幕，标普500公司的每股总收益预计将同比增长约27%，销售额增长约15%。</blockquote></p><p> “Pricing power should be an even more important theme for relative returns with surging shipping costs, rising raw materials, supply chain issues and accelerating wage growth,” UBS strategists wrote in a note to clients this week.</p><p><blockquote>“瑞银策略师在本周给客户的一份报告中写道：”随着运输成本飙升、原材料价格上涨、供应链问题和工资增长加速，定价权应该成为相对回报的一个更加重要的主题。</blockquote></p><p> So the strategists, led by Keith Parker, asked UBS analysts across 33 industries to identify companies with the strongest relative pricing power. The analysts were also asked to pick out companies that scored in the top third of their respective sectors based on UBS Equity Strategy’s composite score for pricing power, margin momentum and input cost exposure; have “buy” ratings; and have stocks with at least 10% upside potential to their respective price targets.</p><p><blockquote>因此，以基思·帕克为首的策略师要求瑞银33个行业的分析师找出相对定价能力最强的公司。分析师们还被要求根据瑞银股票策略公司（UBS Equity Strategy）对定价权、利润率动量和投入成本敞口的综合评分，选出在各自行业中得分排名前三分之一的公司；给予“买入”评级；并拥有较各自价格目标至少有 10% 上涨潜力的股票。</blockquote></p><p> Here are 10 “high conviction, strong pricing power stocks” on UBS’s list that have at least 20% upside to the analysts’ stock price targets, in alphabetical order:</p><p><blockquote>以下是瑞银名单上的 10 只 “高信念、定价强劲的股票 ”，它们比分析师的目标股价至少有 20% 的上涨空间，按字母顺序排列：</blockquote></p><p> <ul>  <li>Advance Auto Parts Inc.,with a price target of $255, which implies an upside of about 21% to prices in afternoon trading Wednesday. Analyst Michael Lasser said he believes the auto parts company’s (AAP) aftermarket fundamentals are in a strong position, and that a gradual increase in mobility and a return to working in offices should drive further recovery in vehicle miles traveled.</li> </ul> “The auto parts sector traditionally has strong pricing power, with an ability to pass along price increases to customers,” Lasser wrote. “Plus, AAP also have the largest exposure to the commercial segment of the market, which is viewed even more favorably.”</p><p><blockquote><ul><li>Advance Auto Parts Inc.，目标价为 255 美元，这意味着周三下午交易中的价格上涨约 21%。分析师迈克尔-拉瑟（Michael Lasser）说，他认为这家汽车零部件公司（AAP）的售后市场基本面处于强势地位，流动性的逐步提高和办公室工作的回归应该会推动车辆行驶里程的进一步恢复。</li></ul>“拉瑟写道：”汽车零部件行业历来拥有强大的定价权，有能力将价格上涨转嫁给客户。“此外，AAP 在商业市场领域也拥有最大的曝光率，这一点被视为更有利”。</blockquote></p><p> <ul>  <li>Apple Inc.,which has a price target of $175 that implies 24% upside. Analyst David Vogt said the combination of its technological capability, supported by its retention metrics from UBS surveys that indicate high customer satisfaction for Apple products, suggests the PC and smartphone giant’s brand equity should drive adoption in the battery-electric-vehicle (BEV) market.</li> </ul> “End-market demand has been improving year-over-year, leading to elevated ‘wait times’ despite increased product procurement/production,” Vogt wrote. Regarding the BEV market, Vogt said that while Apple isn’t a first mover, “its significant resources should enable the company to be a ‘fast follower,'” similar to when it entered the smartphone market in 2007.</p><p><blockquote><ul><li>苹果公司，其目标价为 175 美元，这意味着 24% 的上涨空间。分析师大卫-沃格特（David Vogt）说，瑞银调查显示客户对苹果产品的满意度很高，这表明这家个人电脑和智能手机巨头的品牌资产应该会推动电池电动汽车（BEV）市场的采用。</li></ul>“沃格特写道：”尽管产品采购/生产有所增加，但终端市场需求逐年改善，导致'等待时间'延长。关于纯电动汽车市场，沃格特说，虽然苹果不是先行者，但 “其丰富的资源应该能使该公司成为一个'快速追随者'”，类似于 2007 年进入智能手机市场时的情况。</blockquote></p><p> <ul>  <li>CME Group Inc.,with a price target of $245 implying 23% upside. Analyst Alex Kramm said the derivatives trading platform benefits from global expansion, innovation, adoption of options and pricing. And he believes regulation could provide a tailwind to growth.</li> </ul> “As primarily a U.S. futures business, CME enjoys the highest barriers of entry in the space,” Kramm wrote.</p><p><blockquote><ul><li>芝商所集团公司，目标价为 245 美元，意味着 23% 的上涨空间。分析师亚历克斯·克拉姆表示，衍生品交易平台受益于全球扩张、创新、期权的采用和定价。他认为监管可以为增长提供推动力。</li></ul>“克拉姆写道：”作为一家主要从事美国期货业务的公司，芝加哥商品交易所在该领域享有最高的准入门槛。</blockquote></p><p> <ul>  <li>Danaher Corp.&nbsp;has a price target of $365, which implies 22% upside. Analyst John Sourbeer believes the medical products and services company (DHR) is “very well positioned” within the life sciences tool and services sector, as COVID testing should hold up much better than peers and the vaccine and therapeutic opportunity appears durable.</li> </ul> “DHR sales engine is able to proactively identify areas of potential pricing pressure and [successfully] navigate customers to high-value product,” Sourbeer wrote.</p><p><blockquote><ul><li>丹纳赫公司的目标价为 365 美元，这意味着 22% 的上涨空间。分析师约翰-苏尔比尔（John Sourbeer）认为，这家医疗产品和服务公司（DHR）在生命科学工具和服务领域 “处于非常有利的地位”，因为 COVID 检测的表现应该比同行好得多，而且疫苗和治疗机会似乎是持久的。</li></ul>“Sourbeer 写道：”DHR 销售引擎能够主动识别潜在定价压力领域，并[成功]引导客户购买高价值产品。</blockquote></p><p></p><p> <ul>  <li>EOG Resources Inc.&nbsp;has a $119 stock price target that suggests 38% upside. Analyst Lloyd Byrne the oil and natural gas exploration company is well positioned to mitigate inflationary pressures expected next year given well costs that are expected to be flat to lower in 2022 because of reduced drilling days, the deployment of “super zipper fracs” and contracts negotiated at lower rates.</li> </ul> “Pricing power in commodity companies is difficult to achieve. Those that can hold margins by best controlling costs, though, are better positioned,” Byrne wrote. “EOG is better positioned than most by being proactive with input and service costs, while excelling in operations.”</p><p><blockquote><ul><li>EOG Resources Inc. 的目标股价为 119 美元，上涨空间为 38%。分析师劳埃德-伯恩（Lloyd Byrne）认为，由于钻井天数减少、部署 “超级拉链压裂 ”以及以较低的费率谈判的合同，预计 2022 年油井成本将持平甚至更低，因此这家石油和天然气勘探公司已做好充分准备，可以缓解明年预期的通胀压力。</li></ul>“大宗商品公司的定价权很难实现。不过，那些能够通过最好地控制成本来保持利润率的公司则处于更有利的地位，”伯恩写道。“与大多数公司相比，EOG 在投入和服务成本方面积极主动，同时在运营方面表现出色”。</blockquote></p><p> <ul>  <li>Extra Space Storage Inc.’s&nbsp;stock price target of $210 implies 24% upside. Analyst Michael Goldsmith said he believes strong underlying demand, in conjunction with decelerating supply growth, support rent growth.</li> </ul> “Strong demand for self storage and elevated occupancy rates, combined with its non-discretionary nature increased pricing power of the operators,” Goldsmith wrote. “Operators are flexing their pricing power to new customers, as well as existing customer rent increases every 9-12 months.”</p><p><blockquote><ul><li>Extra Space Storage Inc. 210 美元的目标股价意味着 24% 的上涨空间。分析师迈克尔·戈德史密斯表示，他认为强劲的潜在需求加上供应增长放缓，将支撑租金增长。</li></ul>“戈德史密斯写道：”对自助仓储的强劲需求和较高的入住率，再加上其非自由支配性质，增加了运营商的定价权。“运营商正在向新客户以及现有客户每 9-12 个月上涨一次租金”。</blockquote></p><p> <ul>  <li>Generac Holdings Inc.&nbsp;has a price target of $500, which implies 23% upside. Analyst Jon Windham believes the power generation equipment maker’s competitive edge lies in its customer acquisition platform, which should enable it to take market share from incumbents SolarEdge Technologies Inc.&nbsp;and Enphase Energy Inc..</li> </ul> “Dominant market share (~80%) and strong demand for home standby power have insulated already high residential product margins,” Windham wrote.</p><p><blockquote><ul><li>Generac Holdings Inc. 的目标价为 500 美元，这意味着 23% 的上涨空间。分析师乔恩-温德姆（Jon Windham）认为，这家发电设备制造商的竞争优势在于其客户获取平台，这将使其能够从现有的 SolarEdge Technologies Inc. 和 Enphase Energy Inc. 手中夺取市场份额。</li></ul>“温德姆写道：”占据主导地位的市场份额（约 80%）和对家庭备用电源的强劲需求使本已很高的住宅产品利润率隔绝开来。</blockquote></p><p> <ul>  <li>Nike Inc.’s&nbsp;price target of $185 implies 24% upside. Analyst Jay Sole said a UBS survey and pricing data reveal that the Nike brand currently is No. 1 in mindshare globally and the sports apparel and accessories company has significant room to reduce promotions.</li> </ul> “We believe the market doesn’t fully appreciate how Nike’s investments in product innovation, supply chain and e-commerce are working in concert to drive unit growth and [average selling price] increases,” Sole wrote.</p><p><blockquote><ul><li>耐克公司 185 美元的目标价意味着 24% 的上涨空间。分析师 Jay Sole 表示，瑞银的调查和定价数据显示，耐克品牌目前在全球心智份额中排名第一，这家运动服装和配饰公司还有很大的减少促销的空间。</li></ul>“索尔写道：”我们认为，市场并没有充分认识到耐克在产品创新、供应链和电子商务方面的投资是如何协同推动销量增长和[平均售价]上涨的。</blockquote></p><p> <ul>  <li>Salesforce.com Inc.&nbsp;has a stock price target of $330 that implies 20% upside potential. Analyst Karl Keirstead said the customer relationship management software company appears to be moving well beyond the previous era of limited operating margin expansion, and committing to boosting annual operating margins.</li> </ul> “Importantly, the drivers behind the improved margin outlook strike us as sustainable, with topline outperformance, a permanent shift towards WFH [work from home] and Zoom-based customer interactions, and renewed expense discipline internally…the three biggest drivers,” Keirstead wrote.</p><p><blockquote><ul><li>Salesforce.com Inc. 的目标股价为 330 美元，这意味着 20% 的上涨潜力。分析师 Karl Keirstead 表示，这家客户关系管理软件公司似乎已经远远超越了之前营业利润率扩张有限的时代，并致力于提高年度营业利润率。</li></ul>“Keirstead 写道：”重要的是，利润率前景改善背后的驱动因素在我们看来是可持续的，包括营收优异、向 WFH（在家工作）和基于 Zoom 的客户互动的永久转变，以及内部更新的费用纪律.这三大驱动因素。</blockquote></p><p> <ul>  <li>Teleflex Inc.’s price target of $480 implies 28% upside. Analyst Matthew Taylor said the medical technology products company makes a number of inexpensive products that fly under the radar, given them the opportunity to increase prices.</li> </ul> Taylor said he believes margins can go “significantly higher” over the long term, given the company’s leverage to both necessary and elective procedures, which should return quickly in a post-pandemic world.</p><p><blockquote><ul><li>Teleflex Inc. 480 美元的目标价意味着 28% 的上涨空间。分析师马修·泰勒 (Matthew Taylor) 表示，这家医疗技术产品公司生产了许多低调的廉价产品，因为它们有机会提高价格。</li></ul>泰勒说，他相信从长远来看，利润率可以 “大幅提高”，因为公司可以利用必要程序和选择性程序，而这些程序在后大流行病时代应该会很快恢复。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here are 10 'high conviction' stocks of companies with strong pricing power and at least 20% upside potential to UBS targets<blockquote>以下是 10 只具有强大定价能力且对瑞银目标至少有 20% 上涨潜力的“高信念”公司股票</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\">\nHere are 10 'high conviction' stocks of companies with strong pricing power and at least 20% upside potential to UBS targets<blockquote>以下是 10 只具有强大定价能力且对瑞银目标至少有 20% 上涨潜力的“高信念”公司股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-07 09:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>UBS expects pricing power to be even more important as shipping, raw materials and wage costs surge</p><p><blockquote>瑞银预计，随着航运、原材料和工资成本飙升，定价权将变得更加重要</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9666acc8b6cbedd5fb585565a168bcf\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>盖蒂图片社</span></p></blockquote></p><p> Inflation and supply issues are among the buzziest words on Wall Street as the third-quarter earnings reporting season approaches, with investors waiting to see which companies were the best at managing surging cost pressures and shipping disruptions.</p><p><blockquote>随着第三季度财报季的临近，通胀和供应问题是华尔街最热门的词汇之一，投资者正在等待看哪些公司最擅长应对飙升的成本压力和运输中断。</blockquote></p><p> UBS strategists believe one of the best ways to deal with these headwinds is for a company to raise prices, but not all companies can do so by enough to make a real difference without losing customers.</p><p><blockquote>瑞银策略师认为，应对这些不利因素的最佳方法之一是公司提高价格，但并非所有公司都能在不失去客户的情况下产生真正的影响。</blockquote></p><p> A number of companies in different sectors have already cut forward guidance, given rising costs and supply-chain disruptions, such as FedEx Corp.,Nu Skin Enterprises Inc.&nbsp;and Dollar Tree Inc..</p><p><blockquote>鉴于成本上升和供应链中断，不同行业的许多公司已经下调了指引，如联邦快递公司、如新企业公司和美元树公司..</blockquote></p><p> Third-quarter earnings season kicks off in earnest next week, with aggregate earnings per share of the S&amp;P 500 companies&nbsp;expected to show year-over-year growth in earnings per share of about 27% and in sales of about 15%.</p><p><blockquote>第三季度财报季将于下周正式拉开帷幕，标普500公司的每股总收益预计将同比增长约27%，销售额增长约15%。</blockquote></p><p> “Pricing power should be an even more important theme for relative returns with surging shipping costs, rising raw materials, supply chain issues and accelerating wage growth,” UBS strategists wrote in a note to clients this week.</p><p><blockquote>“瑞银策略师在本周给客户的一份报告中写道：”随着运输成本飙升、原材料价格上涨、供应链问题和工资增长加速，定价权应该成为相对回报的一个更加重要的主题。</blockquote></p><p> So the strategists, led by Keith Parker, asked UBS analysts across 33 industries to identify companies with the strongest relative pricing power. The analysts were also asked to pick out companies that scored in the top third of their respective sectors based on UBS Equity Strategy’s composite score for pricing power, margin momentum and input cost exposure; have “buy” ratings; and have stocks with at least 10% upside potential to their respective price targets.</p><p><blockquote>因此，以基思·帕克为首的策略师要求瑞银33个行业的分析师找出相对定价能力最强的公司。分析师们还被要求根据瑞银股票策略公司（UBS Equity Strategy）对定价权、利润率动量和投入成本敞口的综合评分，选出在各自行业中得分排名前三分之一的公司；给予“买入”评级；并拥有较各自价格目标至少有 10% 上涨潜力的股票。</blockquote></p><p> Here are 10 “high conviction, strong pricing power stocks” on UBS’s list that have at least 20% upside to the analysts’ stock price targets, in alphabetical order:</p><p><blockquote>以下是瑞银名单上的 10 只 “高信念、定价强劲的股票 ”，它们比分析师的目标股价至少有 20% 的上涨空间，按字母顺序排列：</blockquote></p><p> <ul>  <li>Advance Auto Parts Inc.,with a price target of $255, which implies an upside of about 21% to prices in afternoon trading Wednesday. Analyst Michael Lasser said he believes the auto parts company’s (AAP) aftermarket fundamentals are in a strong position, and that a gradual increase in mobility and a return to working in offices should drive further recovery in vehicle miles traveled.</li> </ul> “The auto parts sector traditionally has strong pricing power, with an ability to pass along price increases to customers,” Lasser wrote. “Plus, AAP also have the largest exposure to the commercial segment of the market, which is viewed even more favorably.”</p><p><blockquote><ul><li>Advance Auto Parts Inc.，目标价为 255 美元，这意味着周三下午交易中的价格上涨约 21%。分析师迈克尔-拉瑟（Michael Lasser）说，他认为这家汽车零部件公司（AAP）的售后市场基本面处于强势地位，流动性的逐步提高和办公室工作的回归应该会推动车辆行驶里程的进一步恢复。</li></ul>“拉瑟写道：”汽车零部件行业历来拥有强大的定价权，有能力将价格上涨转嫁给客户。“此外，AAP 在商业市场领域也拥有最大的曝光率，这一点被视为更有利”。</blockquote></p><p> <ul>  <li>Apple Inc.,which has a price target of $175 that implies 24% upside. Analyst David Vogt said the combination of its technological capability, supported by its retention metrics from UBS surveys that indicate high customer satisfaction for Apple products, suggests the PC and smartphone giant’s brand equity should drive adoption in the battery-electric-vehicle (BEV) market.</li> </ul> “End-market demand has been improving year-over-year, leading to elevated ‘wait times’ despite increased product procurement/production,” Vogt wrote. Regarding the BEV market, Vogt said that while Apple isn’t a first mover, “its significant resources should enable the company to be a ‘fast follower,'” similar to when it entered the smartphone market in 2007.</p><p><blockquote><ul><li>苹果公司，其目标价为 175 美元，这意味着 24% 的上涨空间。分析师大卫-沃格特（David Vogt）说，瑞银调查显示客户对苹果产品的满意度很高，这表明这家个人电脑和智能手机巨头的品牌资产应该会推动电池电动汽车（BEV）市场的采用。</li></ul>“沃格特写道：”尽管产品采购/生产有所增加，但终端市场需求逐年改善，导致'等待时间'延长。关于纯电动汽车市场，沃格特说，虽然苹果不是先行者，但 “其丰富的资源应该能使该公司成为一个'快速追随者'”，类似于 2007 年进入智能手机市场时的情况。</blockquote></p><p> <ul>  <li>CME Group Inc.,with a price target of $245 implying 23% upside. Analyst Alex Kramm said the derivatives trading platform benefits from global expansion, innovation, adoption of options and pricing. And he believes regulation could provide a tailwind to growth.</li> </ul> “As primarily a U.S. futures business, CME enjoys the highest barriers of entry in the space,” Kramm wrote.</p><p><blockquote><ul><li>芝商所集团公司，目标价为 245 美元，意味着 23% 的上涨空间。分析师亚历克斯·克拉姆表示，衍生品交易平台受益于全球扩张、创新、期权的采用和定价。他认为监管可以为增长提供推动力。</li></ul>“克拉姆写道：”作为一家主要从事美国期货业务的公司，芝加哥商品交易所在该领域享有最高的准入门槛。</blockquote></p><p> <ul>  <li>Danaher Corp.&nbsp;has a price target of $365, which implies 22% upside. Analyst John Sourbeer believes the medical products and services company (DHR) is “very well positioned” within the life sciences tool and services sector, as COVID testing should hold up much better than peers and the vaccine and therapeutic opportunity appears durable.</li> </ul> “DHR sales engine is able to proactively identify areas of potential pricing pressure and [successfully] navigate customers to high-value product,” Sourbeer wrote.</p><p><blockquote><ul><li>丹纳赫公司的目标价为 365 美元，这意味着 22% 的上涨空间。分析师约翰-苏尔比尔（John Sourbeer）认为，这家医疗产品和服务公司（DHR）在生命科学工具和服务领域 “处于非常有利的地位”，因为 COVID 检测的表现应该比同行好得多，而且疫苗和治疗机会似乎是持久的。</li></ul>“Sourbeer 写道：”DHR 销售引擎能够主动识别潜在定价压力领域，并[成功]引导客户购买高价值产品。</blockquote></p><p></p><p> <ul>  <li>EOG Resources Inc.&nbsp;has a $119 stock price target that suggests 38% upside. Analyst Lloyd Byrne the oil and natural gas exploration company is well positioned to mitigate inflationary pressures expected next year given well costs that are expected to be flat to lower in 2022 because of reduced drilling days, the deployment of “super zipper fracs” and contracts negotiated at lower rates.</li> </ul> “Pricing power in commodity companies is difficult to achieve. Those that can hold margins by best controlling costs, though, are better positioned,” Byrne wrote. “EOG is better positioned than most by being proactive with input and service costs, while excelling in operations.”</p><p><blockquote><ul><li>EOG Resources Inc. 的目标股价为 119 美元，上涨空间为 38%。分析师劳埃德-伯恩（Lloyd Byrne）认为，由于钻井天数减少、部署 “超级拉链压裂 ”以及以较低的费率谈判的合同，预计 2022 年油井成本将持平甚至更低，因此这家石油和天然气勘探公司已做好充分准备，可以缓解明年预期的通胀压力。</li></ul>“大宗商品公司的定价权很难实现。不过，那些能够通过最好地控制成本来保持利润率的公司则处于更有利的地位，”伯恩写道。“与大多数公司相比，EOG 在投入和服务成本方面积极主动，同时在运营方面表现出色”。</blockquote></p><p> <ul>  <li>Extra Space Storage Inc.’s&nbsp;stock price target of $210 implies 24% upside. Analyst Michael Goldsmith said he believes strong underlying demand, in conjunction with decelerating supply growth, support rent growth.</li> </ul> “Strong demand for self storage and elevated occupancy rates, combined with its non-discretionary nature increased pricing power of the operators,” Goldsmith wrote. “Operators are flexing their pricing power to new customers, as well as existing customer rent increases every 9-12 months.”</p><p><blockquote><ul><li>Extra Space Storage Inc. 210 美元的目标股价意味着 24% 的上涨空间。分析师迈克尔·戈德史密斯表示，他认为强劲的潜在需求加上供应增长放缓，将支撑租金增长。</li></ul>“戈德史密斯写道：”对自助仓储的强劲需求和较高的入住率，再加上其非自由支配性质，增加了运营商的定价权。“运营商正在向新客户以及现有客户每 9-12 个月上涨一次租金”。</blockquote></p><p> <ul>  <li>Generac Holdings Inc.&nbsp;has a price target of $500, which implies 23% upside. Analyst Jon Windham believes the power generation equipment maker’s competitive edge lies in its customer acquisition platform, which should enable it to take market share from incumbents SolarEdge Technologies Inc.&nbsp;and Enphase Energy Inc..</li> </ul> “Dominant market share (~80%) and strong demand for home standby power have insulated already high residential product margins,” Windham wrote.</p><p><blockquote><ul><li>Generac Holdings Inc. 的目标价为 500 美元，这意味着 23% 的上涨空间。分析师乔恩-温德姆（Jon Windham）认为，这家发电设备制造商的竞争优势在于其客户获取平台，这将使其能够从现有的 SolarEdge Technologies Inc. 和 Enphase Energy Inc. 手中夺取市场份额。</li></ul>“温德姆写道：”占据主导地位的市场份额（约 80%）和对家庭备用电源的强劲需求使本已很高的住宅产品利润率隔绝开来。</blockquote></p><p> <ul>  <li>Nike Inc.’s&nbsp;price target of $185 implies 24% upside. Analyst Jay Sole said a UBS survey and pricing data reveal that the Nike brand currently is No. 1 in mindshare globally and the sports apparel and accessories company has significant room to reduce promotions.</li> </ul> “We believe the market doesn’t fully appreciate how Nike’s investments in product innovation, supply chain and e-commerce are working in concert to drive unit growth and [average selling price] increases,” Sole wrote.</p><p><blockquote><ul><li>耐克公司 185 美元的目标价意味着 24% 的上涨空间。分析师 Jay Sole 表示，瑞银的调查和定价数据显示，耐克品牌目前在全球心智份额中排名第一，这家运动服装和配饰公司还有很大的减少促销的空间。</li></ul>“索尔写道：”我们认为，市场并没有充分认识到耐克在产品创新、供应链和电子商务方面的投资是如何协同推动销量增长和[平均售价]上涨的。</blockquote></p><p> <ul>  <li>Salesforce.com Inc.&nbsp;has a stock price target of $330 that implies 20% upside potential. Analyst Karl Keirstead said the customer relationship management software company appears to be moving well beyond the previous era of limited operating margin expansion, and committing to boosting annual operating margins.</li> </ul> “Importantly, the drivers behind the improved margin outlook strike us as sustainable, with topline outperformance, a permanent shift towards WFH [work from home] and Zoom-based customer interactions, and renewed expense discipline internally…the three biggest drivers,” Keirstead wrote.</p><p><blockquote><ul><li>Salesforce.com Inc. 的目标股价为 330 美元，这意味着 20% 的上涨潜力。分析师 Karl Keirstead 表示，这家客户关系管理软件公司似乎已经远远超越了之前营业利润率扩张有限的时代，并致力于提高年度营业利润率。</li></ul>“Keirstead 写道：”重要的是，利润率前景改善背后的驱动因素在我们看来是可持续的，包括营收优异、向 WFH（在家工作）和基于 Zoom 的客户互动的永久转变，以及内部更新的费用纪律.这三大驱动因素。</blockquote></p><p> <ul>  <li>Teleflex Inc.’s price target of $480 implies 28% upside. Analyst Matthew Taylor said the medical technology products company makes a number of inexpensive products that fly under the radar, given them the opportunity to increase prices.</li> </ul> Taylor said he believes margins can go “significantly higher” over the long term, given the company’s leverage to both necessary and elective procedures, which should return quickly in a post-pandemic world.</p><p><blockquote><ul><li>Teleflex Inc. 480 美元的目标价意味着 28% 的上涨空间。分析师马修·泰勒 (Matthew Taylor) 表示，这家医疗技术产品公司生产了许多低调的廉价产品，因为它们有机会提高价格。</li></ul>泰勒说，他相信从长远来看，利润率可以 “大幅提高”，因为公司可以利用必要程序和选择性程序，而这些程序在后大流行病时代应该会很快恢复。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/here-are-10-high-conviction-stocks-of-companies-with-strong-pricing-power-and-at-least-20-upside-potential-to-ubs-targets-11633547178?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":{"GNRC":"Generac控股","NUS":"如新集团","AAP":"Advance Auto Parts Inc","DLTR":"美元树公司","AEE":"阿曼瑞恩","CRM":"赛富时","SBAC":"SBA通信","EXR":"Extra Space Storage Inc","FDX":"联邦快递","SEDG":"SolarEdge Technologies, Inc.","NKE":"耐克","AAPL":"苹果","CME":"芝加哥商品交易所","CHTR":"特许通讯","EOG":"依欧格资源","DHR":"丹纳赫","ENPH":"Enphase Energy","USB":"美国合众银行","KO":"可口可乐"},"source_url":"https://www.marketwatch.com/story/here-are-10-high-conviction-stocks-of-companies-with-strong-pricing-power-and-at-least-20-upside-potential-to-ubs-targets-11633547178?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2173948607","content_text":"UBS expects pricing power to be even more important as shipping, raw materials and wage costs surge\nGetty Images\nInflation and supply issues are among the buzziest words on Wall Street as the third-quarter earnings reporting season approaches, with investors waiting to see which companies were the best at managing surging cost pressures and shipping disruptions.\nUBS strategists believe one of the best ways to deal with these headwinds is for a company to raise prices, but not all companies can do so by enough to make a real difference without losing customers.\nA number of companies in different sectors have already cut forward guidance, given rising costs and supply-chain disruptions, such as FedEx Corp.,Nu Skin Enterprises Inc. and Dollar Tree Inc..\nThird-quarter earnings season kicks off in earnest next week, with aggregate earnings per share of the S&P 500 companies expected to show year-over-year growth in earnings per share of about 27% and in sales of about 15%.\n“Pricing power should be an even more important theme for relative returns with surging shipping costs, rising raw materials, supply chain issues and accelerating wage growth,” UBS strategists wrote in a note to clients this week.\nSo the strategists, led by Keith Parker, asked UBS analysts across 33 industries to identify companies with the strongest relative pricing power. The analysts were also asked to pick out companies that scored in the top third of their respective sectors based on UBS Equity Strategy’s composite score for pricing power, margin momentum and input cost exposure; have “buy” ratings; and have stocks with at least 10% upside potential to their respective price targets.\nHere are 10 “high conviction, strong pricing power stocks” on UBS’s list that have at least 20% upside to the analysts’ stock price targets, in alphabetical order:\n\nAdvance Auto Parts Inc.,with a price target of $255, which implies an upside of about 21% to prices in afternoon trading Wednesday. Analyst Michael Lasser said he believes the auto parts company’s (AAP) aftermarket fundamentals are in a strong position, and that a gradual increase in mobility and a return to working in offices should drive further recovery in vehicle miles traveled.\n\n“The auto parts sector traditionally has strong pricing power, with an ability to pass along price increases to customers,” Lasser wrote. “Plus, AAP also have the largest exposure to the commercial segment of the market, which is viewed even more favorably.”\n\nApple Inc.,which has a price target of $175 that implies 24% upside. Analyst David Vogt said the combination of its technological capability, supported by its retention metrics from UBS surveys that indicate high customer satisfaction for Apple products, suggests the PC and smartphone giant’s brand equity should drive adoption in the battery-electric-vehicle (BEV) market.\n\n“End-market demand has been improving year-over-year, leading to elevated ‘wait times’ despite increased product procurement/production,” Vogt wrote. Regarding the BEV market, Vogt said that while Apple isn’t a first mover, “its significant resources should enable the company to be a ‘fast follower,'” similar to when it entered the smartphone market in 2007.\n\nCME Group Inc.,with a price target of $245 implying 23% upside. Analyst Alex Kramm said the derivatives trading platform benefits from global expansion, innovation, adoption of options and pricing. And he believes regulation could provide a tailwind to growth.\n\n“As primarily a U.S. futures business, CME enjoys the highest barriers of entry in the space,” Kramm wrote.\n\nDanaher Corp. has a price target of $365, which implies 22% upside. Analyst John Sourbeer believes the medical products and services company (DHR) is “very well positioned” within the life sciences tool and services sector, as COVID testing should hold up much better than peers and the vaccine and therapeutic opportunity appears durable.\n\n“DHR sales engine is able to proactively identify areas of potential pricing pressure and [successfully] navigate customers to high-value product,” Sourbeer wrote.\n\nEOG Resources Inc. has a $119 stock price target that suggests 38% upside. Analyst Lloyd Byrne the oil and natural gas exploration company is well positioned to mitigate inflationary pressures expected next year given well costs that are expected to be flat to lower in 2022 because of reduced drilling days, the deployment of “super zipper fracs” and contracts negotiated at lower rates.\n\n“Pricing power in commodity companies is difficult to achieve. Those that can hold margins by best controlling costs, though, are better positioned,” Byrne wrote. “EOG is better positioned than most by being proactive with input and service costs, while excelling in operations.”\n\nExtra Space Storage Inc.’s stock price target of $210 implies 24% upside. Analyst Michael Goldsmith said he believes strong underlying demand, in conjunction with decelerating supply growth, support rent growth.\n\n“Strong demand for self storage and elevated occupancy rates, combined with its non-discretionary nature increased pricing power of the operators,” Goldsmith wrote. “Operators are flexing their pricing power to new customers, as well as existing customer rent increases every 9-12 months.”\n\nGenerac Holdings Inc. has a price target of $500, which implies 23% upside. Analyst Jon Windham believes the power generation equipment maker’s competitive edge lies in its customer acquisition platform, which should enable it to take market share from incumbents SolarEdge Technologies Inc. and Enphase Energy Inc..\n\n“Dominant market share (~80%) and strong demand for home standby power have insulated already high residential product margins,” Windham wrote.\n\nNike Inc.’s price target of $185 implies 24% upside. Analyst Jay Sole said a UBS survey and pricing data reveal that the Nike brand currently is No. 1 in mindshare globally and the sports apparel and accessories company has significant room to reduce promotions.\n\n“We believe the market doesn’t fully appreciate how Nike’s investments in product innovation, supply chain and e-commerce are working in concert to drive unit growth and [average selling price] increases,” Sole wrote.\n\nSalesforce.com Inc. has a stock price target of $330 that implies 20% upside potential. Analyst Karl Keirstead said the customer relationship management software company appears to be moving well beyond the previous era of limited operating margin expansion, and committing to boosting annual operating margins.\n\n“Importantly, the drivers behind the improved margin outlook strike us as sustainable, with topline outperformance, a permanent shift towards WFH [work from home] and Zoom-based customer interactions, and renewed expense discipline internally…the three biggest drivers,” Keirstead wrote.\n\nTeleflex Inc.’s price target of $480 implies 28% upside. Analyst Matthew Taylor said the medical technology products company makes a number of inexpensive products that fly under the radar, given them the opportunity to increase prices.\n\nTaylor said he believes margins can go “significantly higher” over the long term, given the company’s leverage to both necessary and elective procedures, which should return quickly in a post-pandemic world.","news_type":1,"symbols_score_info":{"SEDG":0.9,"EOG":0.9,"DLTR":0.9,"AAP":0.9,"CRM":0.9,"DHR":0.9,"NUS":0.9,"CHTR":0.9,"AEE":0.9,"NKE":0.9,"GNRC":0.9,"SBAC":0.9,"EXR":0.9,"CME":0.9,"FDX":0.9,"USB":0.9,"AAPL":0.9,"KO":0.9,"ENPH":0.9}},"isVote":1,"tweetType":1,"viewCount":966,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":889041126,"gmtCreate":1631096583765,"gmtModify":1631890970337,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"title":"","htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/889041126","repostId":"1175171654","repostType":4,"repost":{"id":"1175171654","kind":"news","pubTimestamp":1631093315,"share":"https://www.laohunote.com/m/news/1175171654?lang=zh_CN&edition=full","pubTime":"2021-09-08 17:28","market":"us","language":"en","title":"5 Stock Ideas From an Investor Who Predicted Tesla Would Rise to $1,000<blockquote>一位预测特斯拉将上涨至 1,000 美元的投资者的 5 个股票想法</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175171654","media":"Barron's","summary":"Investors listen to what Gary Black has to say about Tesla. But the investing veteran is more than j","content":"<p><a href=\"https://laohu8.com/S/ISBC\">Investors</a> listen to what Gary Black has to say about Tesla. But the investing veteran is more than just a <a href=\"https://laohu8.com/S/AONE.U\">one</a>-trick, or one-stock, pony.</p><p><blockquote><a href=\"https://laohu8.com/S/ISBC\">投资者</a>听听Gary Black对特斯拉的看法。但这位投资老手不仅仅是<a href=\"https://laohu8.com/S/AONE.U\">一</a>-诡计，或者说单股，小马。</blockquote></p><p> He has other picks for growth investors as well as a new actively managed ETF: The Future Fund (ticker: FFND), designed to capitalized on 10 megatrends he sees changing the world.</p><p><blockquote>他还为成长型投资者提供了其他选择，以及一只新的主动管理型 ETF：未来基金（股票代码：FFND），旨在利用他认为正在改变世界的 10 个大趋势。</blockquote></p><p> That fund is only a couple of weeks old. Black has been at the investing game for about 30 years, starting as a research analyst at Bernstein in 1992.</p><p><blockquote>该基金才成立几周。布莱克从事投资已有约 30 年的历史，于 1992 年在伯恩斯坦担任研究分析师。</blockquote></p><p> After Bernstein, Black moved to the buy-side with stints at <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> Asset Management, Janus and Aegon, among others. After a brief respite following Aegon, Black jumped into the world of actively managed ETFs.</p><p><blockquote>伯恩斯坦之后，布莱克转向买方，在<a href=\"https://laohu8.com/S/GS\">高盛</a>资产管理公司、骏利和伊耿等。在 Aegon 之后短暂休息后，Black 进入了主动管理 ETF 的世界。</blockquote></p><p> He sat down with Barron’s to talk about his new fund, his approach to investing and some of the stocks he’s invested in. An edited version of the conversation follows.</p><p><blockquote>他接受了《巴伦周刊》的采访，谈论了他的新基金、他的投资方式以及他投资的一些股票。接下来是对话的编辑版本。</blockquote></p><p> <b>Barron’s: </b>We probably have to start with Tesla (TSLA). How do you value Tesla stock?</p><p><blockquote><b>巴伦周刊：</b>我们可能必须从特斯拉 (TSLA) 开始。您如何估值特斯拉股票？</blockquote></p><p> <b>Black:</b> I take where I think global [car sales are] going to be in about five years, and I take the EV adoption–it will get to 25% by 2025. This is the big investment controversy on Tesla: As competitors enter the market, can it keep its roughly 25% EV share? If it can, I get about $32 or so of earnings in 2025. And if I even put a 50 multiple on it, which is pretty low given projected 55% average annual earnings growth. I get a $1,600 price. And that’s worth about $1,100 today.</p><p><blockquote><b>黑色：</b>我认为全球[汽车销量]将在大约五年内达到何种水平，我认为电动汽车的采用——到 2025 年将达到 25%。这就是特斯拉的巨大投资争议：随着竞争对手进入市场，它能否保持其大约 25% 的电动汽车份额？如果可以的话，2025 年我的收入将达到 32 美元左右。即使我把它放在 50 倍上，考虑到预计平均年收入增长 55%，这个数字也相当低。我得到1600美元的价格。这相当于今天的 1100 美元。</blockquote></p><p> <b>Market share is the big controversy? What about self-driving cars?</b></p><p><blockquote><b>市场份额是大争议吗？自动驾驶汽车呢？</b></blockquote></p><p> Stop saying Tesla has valuation equal to $1,000 a share because of the EV business. And then another $1,000 because of robotaxis.</p><p><blockquote>不要再说特斯拉的估值相当于每股 1,000 美元是因为电动汽车业务。然后因为机器人出租车又赚了1000美元。</blockquote></p><p> <b>Tesla robotaxis like Waymo won’t be a thing?</b></p><p><blockquote><b>像 Waymo 这样的特斯拉机器人出租车不会成为一件事吗？</b></blockquote></p><p> I think you’re going to have commercial robotaxi. And you’re going to have consumer robotaxi.</p><p><blockquote>我认为你会有商用机器人出租车。你将拥有消费者机器人出租车。</blockquote></p><p> Tesla has a head start, but competitors, especially those from <a href=\"https://laohu8.com/S/CAAS\">China</a>, are offering more expensive systems with vision, lidar, radar and HD mapping allowing them to close the gap. Everyone will get there eventually–which Elon has said. Tesla’s features will still let Tesla sell more Teslas.</p><p><blockquote>特斯拉领先，但竞争对手，尤其是来自<a href=\"https://laohu8.com/S/CAAS\">中国</a>提供更昂贵的系统，包括视觉、激光雷达、雷达和高清测绘，使他们能够缩小差距。每个人最终都会到达那里——埃隆说过。特斯拉的功能仍将让特斯拉卖出更多的特斯拉。</blockquote></p><p> <b>Why did you start the Future Fund ETF?</b></p><p><blockquote><b>你为什么要创办未来基金ETF？</b></blockquote></p><p> Secular growth [is] its cornerstone. We’re looking to capitalize on 10 secular megatrends that are changing the world.</p><p><blockquote>长期增长是其基石。我们希望利用正在改变世界的 10 个长期大趋势。</blockquote></p><p> <b>What are they?</b></p><p><blockquote><b>它们是什么？</b></blockquote></p><p> They are: [1] 24/7 information and entertainment, [2] social networking, [3] mobility–working from anywhere–[4] e-commerce, [5] fintech innovation, [6] big data and security, [7] people living longer, [8] lifestyle betterment, [9] automation and [10] sustainability. Those are the 10.</p><p><blockquote>它们是：[1]24/7信息和娱乐，[2]社交网络，[3]移动性-在任何地方工作-[4]电子商务，[5]金融科技创新，[6]大数据和安全，[7]人们寿命更长，[8]生活方式改善，[9]自动化和[10]可持续性。那是10个。</blockquote></p><p> And so what we try to do is find companies that [have] the megatrends as tailwinds. No. 1, we’re looking for high growth, 20% revenue growth. We’re looking for unlevered brands, meaning, brands that are very successful in, say, one segment, and they bring them into other segments, or brands that are successful in one geography, and can go global.</p><p><blockquote>因此，我们试图做的是寻找那些拥有大趋势作为推动力的公司。第一，我们寻求高增长，20%的收入增长。我们正在寻找未杠杆化的品牌，也就是说，在某个细分市场非常成功，并将其带入其他细分市场的品牌，或者在一个地区取得成功并能走向全球的品牌。</blockquote></p><p> No. 2, we’re looking for investment controversy. We’re looking for something where there is a fight, and where investors don’t agree. And that’s what creates opportunity.</p><p><blockquote>第二，我们在寻找投资争议。我们正在寻找一个存在争议、投资者不同意的地方。这就是创造机会的原因。</blockquote></p><p> <b>What’s your research process like?</b></p><p><blockquote><b>你的研究过程是什么样的？</b></blockquote></p><p> We go out, and I talk. We talk to a lot of competitors. When I was an analyst, I used to do focus groups. For 2,000 bucks, you could get 10 people in a room, and ask them why they don’t like about Beyond Meat [BYND] versus Impossible [Foods]. We can usually find information that gives me a research edge to answer the controversy.</p><p><blockquote>我们出去，我谈谈。我们与许多竞争对手交谈。当我还是分析师的时候，我经常做焦点小组。花 2000 美元，你可以让 10 个人挤在一个房间里，然后问他们为什么不喜欢Beyond Meat [BYND] 和不可能 [Foods]。我们通常可以找到给我回答争议的研究优势的信息。</blockquote></p><p> <b>And how do you build your portfolio?</b></p><p><blockquote><b>你如何建立你的投资组合？</b></blockquote></p><p> We want a portfolio that’s high conviction, meaning no more than about 40 names. The top 10 names are about 40% of the portfolio. So that’s high conviction to me.</p><p><blockquote>我们希望作品集具有高度的说服力，即不超过 40 个名字。前10名的名字约占投资组合的40%。所以这对我来说是一种崇高的信念。</blockquote></p><p> We think we have very strong buy and sell discipline. When we put something in the portfolio, we want it to have at least 2:1 risk-adjusted upside versus downside.</p><p><blockquote>我们认为我们有非常强的买卖纪律。当我们将某样东西放入投资组合时，我们希望它至少有2:1的风险调整后的上行与下行。</blockquote></p><p> <b>What else do you like, besides Tesla?</b></p><p><blockquote><b>除了特斯拉，你还喜欢什么？</b></blockquote></p><p> We have Google [parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> ], which is changing the world. Google is a mega cap stock just like Tesla is. But we think You Tube is 24/7 information and entertainment. YouTube is way undervalued. They’re still monetizing [search]. It has good 15% to 20% revenue growth. At 22 times projected earnings, it’s still [an attractive] price to us.</p><p><blockquote>我们有Google[父<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>]，这正在改变世界。谷歌和特斯拉一样，都是大盘股。但是我们认为你管是24/7的信息和娱乐。YouTube被严重低估了。他们仍在将[搜索]货币化。它有15%到20%的良好收入增长。按预期市盈率的 22 倍计算，这对我们来说仍然是一个[有吸引力的]价格。</blockquote></p><p> Another name we have is <a href=\"https://laohu8.com/S/CMG\">Chipotle Mexican Grill</a> [CMG]. It fits with this megatrend of eating healthy, staying fit. We call it lifestyle betterment. Their product innovation has been superb–they launched these rolled quesadillas, which are going to have monster 15% same-store sales comps for them in the third quarter. It’s a great stock for us. Not cheap. But it has high growth.</p><p><blockquote>我们的另一个名字是<a href=\"https://laohu8.com/S/CMG\">墨西哥墨西哥烧烤</a>[CMG]。它符合健康饮食、保持健康的大趋势。我们看涨期权it生活方式的改善。他们的产品创新非常出色——他们推出了这些卷玉米饼，这将在第三季度获得15%的同店销售优惠。这对我们来说是一只很棒的股票。不便宜。但它有高增长。</blockquote></p><p> <b>How about a couple more?</b></p><p><blockquote><b>再来几个怎么样？</b></blockquote></p><p></p><p> One of the names that’s controversial we own is Tencent [TCEHY]. It’s one of the largest Internet companies in the world. It has 1.2 billion WeChat users. We believe that Chinese regulatory fears are overdone. Tencent is now trading at about 25 times next year’s earnings. We view it as having probably 20% revenue growth for at least the next few years.</p><p><blockquote>我们拥有的有争议的名字之一是腾讯控股 [TCEHY]。它是世界上最大的互联网公司之一。拥有12亿微信用户。我们认为，中国监管方面的担忧被夸大了。腾讯控股目前的市盈率约为明年市盈率的 25 倍。我们预计至少在未来几年内收入可能会增长 20%。</blockquote></p><p> <a href=\"https://laohu8.com/S/GNRC\">Generac</a> [GNRC] is another one. We’ll call it a climate change stock. Because climate change is happening, you have a lot of wildfires. You have a lot of weather patterns that aren’t normal. And in new homes today, one of the most common features that people are putting is a generator.</p><p><blockquote><a href=\"https://laohu8.com/S/GNRC\">通用</a>[GNRC]是另一个。我们将把它看涨期权为气候变化股票。因为气候变化正在发生，你有很多野火。你有很多不正常的天气模式。在今天的新家中，人们最常见的功能之一是发电机。</blockquote></p><p> <b>Can Generac sales be disrupted by battery storage in homes?</b></p><p><blockquote><b>家庭电池存储会扰乱Generac的销售吗？</b></blockquote></p><p> Battery and solar powered walls and roofs are still expensive–$40,000. A Generac system starts at $2,000.</p><p><blockquote>电池和太阳能供电的墙壁和屋顶仍然很贵——4万美元。Generac 系统起价 2,000 美元。</blockquote></p><p> <b>One more?</b></p><p><blockquote><b>再来一个？</b></blockquote></p><p> Snap [SNAP] is another name. If you have kids, Snap is one of the [apps] everybody’s using. The ARPU [or average revenue per user] is $13 annually, up about 30% over a year ago. Active users will be up about 20% this year. Do you use Tik Tok?</p><p><blockquote>SNAP【SNAP】是另一个名字。如果你有孩子，Snap是每个人都在使用的[应用程序]之一。ARPU（或每用户平均收入）为每年13美元，比一年前增长约30%。今年活跃用户将增长20%左右。你用抖音吗？</blockquote></p><p> <b>No.</b></p><p><blockquote><b>没有。</b></blockquote></p><p> The biggest risk to Snap is something else comes along that the 18 to 25-year-old crowd wants to use that’s better. And Tik Tok is a disrupter to Snap. But I have kids in this age group, three of them, and they all use Snap.</p><p><blockquote>Snap面临的最大风险是，18 至 25 岁的人群希望使用的其他东西会更好。抖音是Snap的颠覆者。但是我有这个年龄段的孩子，他们三个，他们都使用Snap。</blockquote></p><p> The monetization has just begun. The global expansion has just begun. I think you have got at least three or four years of [growth].</p><p><blockquote>货币化才刚刚开始。全球扩张才刚刚开始。我认为你至少有三四年的【成长】。</blockquote></p><p> Thanks, Gary.</p><p><blockquote>谢谢，加里。</blockquote></p><p></p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Stock Ideas From an Investor Who Predicted Tesla Would Rise to $1,000<blockquote>一位预测特斯拉将上涨至 1,000 美元的投资者的 5 个股票想法</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Stock Ideas From an Investor Who Predicted Tesla Would Rise to $1,000<blockquote>一位预测特斯拉将上涨至 1,000 美元的投资者的 5 个股票想法</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barron's</strong><span class=\"h-time small\">2021-09-08 17:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/ISBC\">Investors</a> listen to what Gary Black has to say about Tesla. But the investing veteran is more than just a <a href=\"https://laohu8.com/S/AONE.U\">one</a>-trick, or one-stock, pony.</p><p><blockquote><a href=\"https://laohu8.com/S/ISBC\">投资者</a>听听Gary Black对特斯拉的看法。但这位投资老手不仅仅是<a href=\"https://laohu8.com/S/AONE.U\">一</a>-诡计，或者说单股，小马。</blockquote></p><p> He has other picks for growth investors as well as a new actively managed ETF: The Future Fund (ticker: FFND), designed to capitalized on 10 megatrends he sees changing the world.</p><p><blockquote>他还为成长型投资者提供了其他选择，以及一只新的主动管理型 ETF：未来基金（股票代码：FFND），旨在利用他认为正在改变世界的 10 个大趋势。</blockquote></p><p> That fund is only a couple of weeks old. Black has been at the investing game for about 30 years, starting as a research analyst at Bernstein in 1992.</p><p><blockquote>该基金才成立几周。布莱克从事投资已有约 30 年的历史，于 1992 年在伯恩斯坦担任研究分析师。</blockquote></p><p> After Bernstein, Black moved to the buy-side with stints at <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> Asset Management, Janus and Aegon, among others. After a brief respite following Aegon, Black jumped into the world of actively managed ETFs.</p><p><blockquote>伯恩斯坦之后，布莱克转向买方，在<a href=\"https://laohu8.com/S/GS\">高盛</a>资产管理公司、骏利和伊耿等。在 Aegon 之后短暂休息后，Black 进入了主动管理 ETF 的世界。</blockquote></p><p> He sat down with Barron’s to talk about his new fund, his approach to investing and some of the stocks he’s invested in. An edited version of the conversation follows.</p><p><blockquote>他接受了《巴伦周刊》的采访，谈论了他的新基金、他的投资方式以及他投资的一些股票。接下来是对话的编辑版本。</blockquote></p><p> <b>Barron’s: </b>We probably have to start with Tesla (TSLA). How do you value Tesla stock?</p><p><blockquote><b>巴伦周刊：</b>我们可能必须从特斯拉 (TSLA) 开始。您如何估值特斯拉股票？</blockquote></p><p> <b>Black:</b> I take where I think global [car sales are] going to be in about five years, and I take the EV adoption–it will get to 25% by 2025. This is the big investment controversy on Tesla: As competitors enter the market, can it keep its roughly 25% EV share? If it can, I get about $32 or so of earnings in 2025. And if I even put a 50 multiple on it, which is pretty low given projected 55% average annual earnings growth. I get a $1,600 price. And that’s worth about $1,100 today.</p><p><blockquote><b>黑色：</b>我认为全球[汽车销量]将在大约五年内达到何种水平，我认为电动汽车的采用——到 2025 年将达到 25%。这就是特斯拉的巨大投资争议：随着竞争对手进入市场，它能否保持其大约 25% 的电动汽车份额？如果可以的话，2025 年我的收入将达到 32 美元左右。即使我把它放在 50 倍上，考虑到预计平均年收入增长 55%，这个数字也相当低。我得到1600美元的价格。这相当于今天的 1100 美元。</blockquote></p><p> <b>Market share is the big controversy? What about self-driving cars?</b></p><p><blockquote><b>市场份额是大争议吗？自动驾驶汽车呢？</b></blockquote></p><p> Stop saying Tesla has valuation equal to $1,000 a share because of the EV business. And then another $1,000 because of robotaxis.</p><p><blockquote>不要再说特斯拉的估值相当于每股 1,000 美元是因为电动汽车业务。然后因为机器人出租车又赚了1000美元。</blockquote></p><p> <b>Tesla robotaxis like Waymo won’t be a thing?</b></p><p><blockquote><b>像 Waymo 这样的特斯拉机器人出租车不会成为一件事吗？</b></blockquote></p><p> I think you’re going to have commercial robotaxi. And you’re going to have consumer robotaxi.</p><p><blockquote>我认为你会有商用机器人出租车。你将拥有消费者机器人出租车。</blockquote></p><p> Tesla has a head start, but competitors, especially those from <a href=\"https://laohu8.com/S/CAAS\">China</a>, are offering more expensive systems with vision, lidar, radar and HD mapping allowing them to close the gap. Everyone will get there eventually–which Elon has said. Tesla’s features will still let Tesla sell more Teslas.</p><p><blockquote>特斯拉领先，但竞争对手，尤其是来自<a href=\"https://laohu8.com/S/CAAS\">中国</a>提供更昂贵的系统，包括视觉、激光雷达、雷达和高清测绘，使他们能够缩小差距。每个人最终都会到达那里——埃隆说过。特斯拉的功能仍将让特斯拉卖出更多的特斯拉。</blockquote></p><p> <b>Why did you start the Future Fund ETF?</b></p><p><blockquote><b>你为什么要创办未来基金ETF？</b></blockquote></p><p> Secular growth [is] its cornerstone. We’re looking to capitalize on 10 secular megatrends that are changing the world.</p><p><blockquote>长期增长是其基石。我们希望利用正在改变世界的 10 个长期大趋势。</blockquote></p><p> <b>What are they?</b></p><p><blockquote><b>它们是什么？</b></blockquote></p><p> They are: [1] 24/7 information and entertainment, [2] social networking, [3] mobility–working from anywhere–[4] e-commerce, [5] fintech innovation, [6] big data and security, [7] people living longer, [8] lifestyle betterment, [9] automation and [10] sustainability. Those are the 10.</p><p><blockquote>它们是：[1]24/7信息和娱乐，[2]社交网络，[3]移动性-在任何地方工作-[4]电子商务，[5]金融科技创新，[6]大数据和安全，[7]人们寿命更长，[8]生活方式改善，[9]自动化和[10]可持续性。那是10个。</blockquote></p><p> And so what we try to do is find companies that [have] the megatrends as tailwinds. No. 1, we’re looking for high growth, 20% revenue growth. We’re looking for unlevered brands, meaning, brands that are very successful in, say, one segment, and they bring them into other segments, or brands that are successful in one geography, and can go global.</p><p><blockquote>因此，我们试图做的是寻找那些拥有大趋势作为推动力的公司。第一，我们寻求高增长，20%的收入增长。我们正在寻找未杠杆化的品牌，也就是说，在某个细分市场非常成功，并将其带入其他细分市场的品牌，或者在一个地区取得成功并能走向全球的品牌。</blockquote></p><p> No. 2, we’re looking for investment controversy. We’re looking for something where there is a fight, and where investors don’t agree. And that’s what creates opportunity.</p><p><blockquote>第二，我们在寻找投资争议。我们正在寻找一个存在争议、投资者不同意的地方。这就是创造机会的原因。</blockquote></p><p> <b>What’s your research process like?</b></p><p><blockquote><b>你的研究过程是什么样的？</b></blockquote></p><p> We go out, and I talk. We talk to a lot of competitors. When I was an analyst, I used to do focus groups. For 2,000 bucks, you could get 10 people in a room, and ask them why they don’t like about Beyond Meat [BYND] versus Impossible [Foods]. We can usually find information that gives me a research edge to answer the controversy.</p><p><blockquote>我们出去，我谈谈。我们与许多竞争对手交谈。当我还是分析师的时候，我经常做焦点小组。花 2000 美元，你可以让 10 个人挤在一个房间里，然后问他们为什么不喜欢Beyond Meat [BYND] 和不可能 [Foods]。我们通常可以找到给我回答争议的研究优势的信息。</blockquote></p><p> <b>And how do you build your portfolio?</b></p><p><blockquote><b>你如何建立你的投资组合？</b></blockquote></p><p> We want a portfolio that’s high conviction, meaning no more than about 40 names. The top 10 names are about 40% of the portfolio. So that’s high conviction to me.</p><p><blockquote>我们希望作品集具有高度的说服力，即不超过 40 个名字。前10名的名字约占投资组合的40%。所以这对我来说是一种崇高的信念。</blockquote></p><p> We think we have very strong buy and sell discipline. When we put something in the portfolio, we want it to have at least 2:1 risk-adjusted upside versus downside.</p><p><blockquote>我们认为我们有非常强的买卖纪律。当我们将某样东西放入投资组合时，我们希望它至少有2:1的风险调整后的上行与下行。</blockquote></p><p> <b>What else do you like, besides Tesla?</b></p><p><blockquote><b>除了特斯拉，你还喜欢什么？</b></blockquote></p><p> We have Google [parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> ], which is changing the world. Google is a mega cap stock just like Tesla is. But we think You Tube is 24/7 information and entertainment. YouTube is way undervalued. They’re still monetizing [search]. It has good 15% to 20% revenue growth. At 22 times projected earnings, it’s still [an attractive] price to us.</p><p><blockquote>我们有Google[父<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>]，这正在改变世界。谷歌和特斯拉一样，都是大盘股。但是我们认为你管是24/7的信息和娱乐。YouTube被严重低估了。他们仍在将[搜索]货币化。它有15%到20%的良好收入增长。按预期市盈率的 22 倍计算，这对我们来说仍然是一个[有吸引力的]价格。</blockquote></p><p> Another name we have is <a href=\"https://laohu8.com/S/CMG\">Chipotle Mexican Grill</a> [CMG]. It fits with this megatrend of eating healthy, staying fit. We call it lifestyle betterment. Their product innovation has been superb–they launched these rolled quesadillas, which are going to have monster 15% same-store sales comps for them in the third quarter. It’s a great stock for us. Not cheap. But it has high growth.</p><p><blockquote>我们的另一个名字是<a href=\"https://laohu8.com/S/CMG\">墨西哥墨西哥烧烤</a>[CMG]。它符合健康饮食、保持健康的大趋势。我们看涨期权it生活方式的改善。他们的产品创新非常出色——他们推出了这些卷玉米饼，这将在第三季度获得15%的同店销售优惠。这对我们来说是一只很棒的股票。不便宜。但它有高增长。</blockquote></p><p> <b>How about a couple more?</b></p><p><blockquote><b>再来几个怎么样？</b></blockquote></p><p></p><p> One of the names that’s controversial we own is Tencent [TCEHY]. It’s one of the largest Internet companies in the world. It has 1.2 billion WeChat users. We believe that Chinese regulatory fears are overdone. Tencent is now trading at about 25 times next year’s earnings. We view it as having probably 20% revenue growth for at least the next few years.</p><p><blockquote>我们拥有的有争议的名字之一是腾讯控股 [TCEHY]。它是世界上最大的互联网公司之一。拥有12亿微信用户。我们认为，中国监管方面的担忧被夸大了。腾讯控股目前的市盈率约为明年市盈率的 25 倍。我们预计至少在未来几年内收入可能会增长 20%。</blockquote></p><p> <a href=\"https://laohu8.com/S/GNRC\">Generac</a> [GNRC] is another one. We’ll call it a climate change stock. Because climate change is happening, you have a lot of wildfires. You have a lot of weather patterns that aren’t normal. And in new homes today, one of the most common features that people are putting is a generator.</p><p><blockquote><a href=\"https://laohu8.com/S/GNRC\">通用</a>[GNRC]是另一个。我们将把它看涨期权为气候变化股票。因为气候变化正在发生，你有很多野火。你有很多不正常的天气模式。在今天的新家中，人们最常见的功能之一是发电机。</blockquote></p><p> <b>Can Generac sales be disrupted by battery storage in homes?</b></p><p><blockquote><b>家庭电池存储会扰乱Generac的销售吗？</b></blockquote></p><p> Battery and solar powered walls and roofs are still expensive–$40,000. A Generac system starts at $2,000.</p><p><blockquote>电池和太阳能供电的墙壁和屋顶仍然很贵——4万美元。Generac 系统起价 2,000 美元。</blockquote></p><p> <b>One more?</b></p><p><blockquote><b>再来一个？</b></blockquote></p><p> Snap [SNAP] is another name. If you have kids, Snap is one of the [apps] everybody’s using. The ARPU [or average revenue per user] is $13 annually, up about 30% over a year ago. Active users will be up about 20% this year. Do you use Tik Tok?</p><p><blockquote>SNAP【SNAP】是另一个名字。如果你有孩子，Snap是每个人都在使用的[应用程序]之一。ARPU（或每用户平均收入）为每年13美元，比一年前增长约30%。今年活跃用户将增长20%左右。你用抖音吗？</blockquote></p><p> <b>No.</b></p><p><blockquote><b>没有。</b></blockquote></p><p> The biggest risk to Snap is something else comes along that the 18 to 25-year-old crowd wants to use that’s better. And Tik Tok is a disrupter to Snap. But I have kids in this age group, three of them, and they all use Snap.</p><p><blockquote>Snap面临的最大风险是，18 至 25 岁的人群希望使用的其他东西会更好。抖音是Snap的颠覆者。但是我有这个年龄段的孩子，他们三个，他们都使用Snap。</blockquote></p><p> The monetization has just begun. The global expansion has just begun. I think you have got at least three or four years of [growth].</p><p><blockquote>货币化才刚刚开始。全球扩张才刚刚开始。我认为你至少有三四年的【成长】。</blockquote></p><p> Thanks, Gary.</p><p><blockquote>谢谢，加里。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stock-ideas-gary-black-tesla-51631058814?mod=hp_LATEST\">Barron's</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNAP":"Snap Inc","TCEHY":"腾讯控股ADR","TSLA":"特斯拉","FFND":"One Global ETF","GNRC":"Generac控股"},"source_url":"https://www.barrons.com/articles/stock-ideas-gary-black-tesla-51631058814?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175171654","content_text":"Investors listen to what Gary Black has to say about Tesla. But the investing veteran is more than just a one-trick, or one-stock, pony.\nHe has other picks for growth investors as well as a new actively managed ETF: The Future Fund (ticker: FFND), designed to capitalized on 10 megatrends he sees changing the world.\nThat fund is only a couple of weeks old. Black has been at the investing game for about 30 years, starting as a research analyst at Bernstein in 1992.\nAfter Bernstein, Black moved to the buy-side with stints at Goldman Sachs Asset Management, Janus and Aegon, among others. After a brief respite following Aegon, Black jumped into the world of actively managed ETFs.\nHe sat down with Barron’s to talk about his new fund, his approach to investing and some of the stocks he’s invested in. An edited version of the conversation follows.\nBarron’s: We probably have to start with Tesla (TSLA). How do you value Tesla stock?\nBlack: I take where I think global [car sales are] going to be in about five years, and I take the EV adoption–it will get to 25% by 2025. This is the big investment controversy on Tesla: As competitors enter the market, can it keep its roughly 25% EV share? If it can, I get about $32 or so of earnings in 2025. And if I even put a 50 multiple on it, which is pretty low given projected 55% average annual earnings growth. I get a $1,600 price. And that’s worth about $1,100 today.\nMarket share is the big controversy? What about self-driving cars?\nStop saying Tesla has valuation equal to $1,000 a share because of the EV business. And then another $1,000 because of robotaxis.\nTesla robotaxis like Waymo won’t be a thing?\nI think you’re going to have commercial robotaxi. And you’re going to have consumer robotaxi.\nTesla has a head start, but competitors, especially those from China, are offering more expensive systems with vision, lidar, radar and HD mapping allowing them to close the gap. Everyone will get there eventually–which Elon has said. Tesla’s features will still let Tesla sell more Teslas.\nWhy did you start the Future Fund ETF?\nSecular growth [is] its cornerstone. We’re looking to capitalize on 10 secular megatrends that are changing the world.\nWhat are they?\nThey are: [1] 24/7 information and entertainment, [2] social networking, [3] mobility–working from anywhere–[4] e-commerce, [5] fintech innovation, [6] big data and security, [7] people living longer, [8] lifestyle betterment, [9] automation and [10] sustainability. Those are the 10.\nAnd so what we try to do is find companies that [have] the megatrends as tailwinds. No. 1, we’re looking for high growth, 20% revenue growth. We’re looking for unlevered brands, meaning, brands that are very successful in, say, one segment, and they bring them into other segments, or brands that are successful in one geography, and can go global.\nNo. 2, we’re looking for investment controversy. We’re looking for something where there is a fight, and where investors don’t agree. And that’s what creates opportunity.\nWhat’s your research process like?\nWe go out, and I talk. We talk to a lot of competitors. When I was an analyst, I used to do focus groups. For 2,000 bucks, you could get 10 people in a room, and ask them why they don’t like about Beyond Meat [BYND] versus Impossible [Foods]. We can usually find information that gives me a research edge to answer the controversy.\nAnd how do you build your portfolio?\nWe want a portfolio that’s high conviction, meaning no more than about 40 names. The top 10 names are about 40% of the portfolio. So that’s high conviction to me.\nWe think we have very strong buy and sell discipline. When we put something in the portfolio, we want it to have at least 2:1 risk-adjusted upside versus downside.\nWhat else do you like, besides Tesla?\nWe have Google [parent Alphabet ], which is changing the world. Google is a mega cap stock just like Tesla is. But we think You Tube is 24/7 information and entertainment. YouTube is way undervalued. They’re still monetizing [search]. It has good 15% to 20% revenue growth. At 22 times projected earnings, it’s still [an attractive] price to us.\nAnother name we have is Chipotle Mexican Grill [CMG]. It fits with this megatrend of eating healthy, staying fit. We call it lifestyle betterment. Their product innovation has been superb–they launched these rolled quesadillas, which are going to have monster 15% same-store sales comps for them in the third quarter. It’s a great stock for us. Not cheap. But it has high growth.\nHow about a couple more?\nOne of the names that’s controversial we own is Tencent [TCEHY]. It’s one of the largest Internet companies in the world. It has 1.2 billion WeChat users. We believe that Chinese regulatory fears are overdone. Tencent is now trading at about 25 times next year’s earnings. We view it as having probably 20% revenue growth for at least the next few years.\nGenerac [GNRC] is another one. We’ll call it a climate change stock. Because climate change is happening, you have a lot of wildfires. You have a lot of weather patterns that aren’t normal. And in new homes today, one of the most common features that people are putting is a generator.\nCan Generac sales be disrupted by battery storage in homes?\nBattery and solar powered walls and roofs are still expensive–$40,000. A Generac system starts at $2,000.\nOne more?\nSnap [SNAP] is another name. If you have kids, Snap is one of the [apps] everybody’s using. The ARPU [or average revenue per user] is $13 annually, up about 30% over a year ago. Active users will be up about 20% this year. Do you use Tik Tok?\nNo.\nThe biggest risk to Snap is something else comes along that the 18 to 25-year-old crowd wants to use that’s better. And Tik Tok is a disrupter to Snap. But I have kids in this age group, three of them, and they all use Snap.\nThe monetization has just begun. The global expansion has just begun. I think you have got at least three or four years of [growth].\nThanks, Gary.","news_type":1,"symbols_score_info":{"TSLA":0.9,"TCEHY":0.9,"SNAP":0.9,"GNRC":0.9,"FFND":0.9}},"isVote":1,"tweetType":1,"viewCount":685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}