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teow0023

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2021-09-16

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2021-08-18

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2021-08-19

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2021-08-01

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2021-08-22

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Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote>

2021-10-04

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Amazon's Black Friday deals start today<blockquote>亚马逊黑色星期五优惠今天开始</blockquote>

2021-08-23

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2021-08-03

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2021-07-18

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2021-11-02

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Toplines Before US Market Open on Tuesday<blockquote>周二美国市场开盘前的营收</blockquote>

2021-09-19

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2021-08-09

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2021-07-30

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Musk confirms Tesla AI Day will be on August 19<blockquote>马斯克确认特斯拉AI Day将于8月19日</blockquote>

2021-07-28

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2021-07-21

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2021-07-19

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2021-07-08

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2021-10-12

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As Shortages Rage, Here Are 14 Chip Stocks With at Least 30% Upside<blockquote>随着短缺加剧，以下14只芯片股至少有30%的上涨空间</blockquote>

2021-08-16

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2021-08-01

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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":1635855008,"share":"https://www.laohu8.com/m/news/1147199832?lang=zh_CN&edition=full","pubTime":"2021-11-02 20:10","market":"us","language":"en","title":"Toplines Before US Market Open on Tuesday<blockquote>周二美国市场开盘前的营收</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1147199832","media":"Tiger Newspress","summary":"U.S. stock index futures mixed on Tuesday, pointing to a slight easing from record highs for Wall St","content":"<p>U.S. stock index futures mixed on Tuesday, pointing to a slight easing from record highs for Wall Street indexes as investors took to caution ahead of the Federal Reserve’s widely expected move to start tapering its monthly bond purchases.</p><p><blockquote>美国股指期货周二涨跌互现，表明华尔街指数从创纪录高位略有缓和，因投资者在美联储开始缩减月度债券购买规模之前采取谨慎态度。</blockquote></p><p> At 8:00 a.m. ET, Dow e-minis were up 29 points, or 0.08%, S&amp;P 500 e-minis were up 2 points, or 0.04%, and Nasdaq 100 e-minis were down 17.5 points, or 0.1%.</p><p><blockquote>截至美国东部时间上午8:00，道指e-mini上涨29点，涨幅0.08%，标普500 e-mini上涨2点，涨幅0.04%，纳斯达克100 e-mini下跌17.5点，涨幅0.1%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6e516df5a8317319822c86b104fb50dd\" tg-width=\"1080\" tg-height=\"378\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The U.S. central bank on Wednesday is expected to approve plans to scale back its pandemic-era support for the world’s largest economy, while focus will also be on commentary about interest rates and how sustained the recent surge in inflation is.</p><p><blockquote>预计美联储周三将批准缩减疫情时期对全球最大经济体支持的计划，同时焦点也将集中在有关利率的评论以及近期通胀飙升的持续程度上。</blockquote></p><p> <b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <b>Tesla(TSLA)</b>&nbsp;–&nbsp;Tesla&nbsp;stock fell 4.6% in premarket trading.Reports of recalls and Hertz-deal uncertainties are two reasons the stock might be down.</p><p><blockquote><b>特斯拉(TSLA)</b>-特斯拉股价在盘前交易中下跌4.6%。召回报道和赫兹交易的不确定性是该股可能下跌的两个原因。</blockquote></p><p> <b>Pfizer</b><b>(PFE)</b> – Pfizer jumped 2.8% in the premarket after the drugmaker reported better-than-expected profit and revenue for the third quarter. Pfizer earned $1.34 per share, 25 cents a share above estimates. The company also&nbsp;issued an improved full-year forecast&nbsp;on strong demand for both its Covid-19 vaccine and non-Covid treatments.</p><p><blockquote><b>辉瑞</b><b>（PFE）</b>-辉瑞公布第三季度利润和收入好于预期，该公司盘前股价上涨2.8%。辉瑞每股收益1.34美元，比预期高出25美分。该公司还针对其Covid-19疫苗和非Covid治疗的强劲需求发布了改进的全年预测。</blockquote></p><p> <b>Novavax(</b><b>NVAX</b><b>)</b>&nbsp;–&nbsp;Novavax shares jumped another 4% in premarket trading&nbsp;Tuesday&nbsp;after rising nearly 16% yesterday&nbsp;as&nbsp;Novavax COVID-19 vaccine got first authorization; expected more within weeks.</p><p><blockquote><b>诺瓦瓦克斯（</b><b>NVAX</b><b>)</b>-随着Novavax COVID-19疫苗获得首次授权，Novavax股价继昨天上涨近16%后，周二盘前交易中又上涨4%；预计几周内会有更多。</blockquote></p><p> <b>Lucid(LCID)</b>&nbsp;–&nbsp;ucid stock fell 4.5% in premarket trading.Morgan Stanley thinks shares are significantly overvalued at current levels and rates LCID as Underweight (i.e. Sell),backed by a $12 price target. This figure suggests shares will lose a huge 67% of their value over the next 12 months.</p><p><blockquote><b>Lucid(LCID)</b>-ucid股票在盘前交易中下跌4.5%。摩根士丹利认为该股在当前水平上被严重高估，并将LCID评级为跑输大盘（即卖出），目标价为12美元。这一数字表明，未来12个月内，股价将大幅下跌67%。</blockquote></p><p> <b>ConocoPhillips(COP)</b>&nbsp;–&nbsp;ConocoPhillips stock rose&nbsp;nearly&nbsp;1% after the oil company reported better-than-expected earnings.Conoco reported an adjusted profit of $1.77 a share, beating forecasts for $1.50 a share.Conoco credited not just rising oil prices for the earnings beat, but also progress in integrating Concho Resources, which agreed to buy in October 2020.</p><p><blockquote><b>康菲石油公司(COP)</b>-康菲石油公司公布好于预期的盈利后，该公司股价上涨近1%。康菲石油公司公布调整后每股利润为1.77美元，超出预期的每股1.50美元。康菲石油公司的盈利超出预期不仅归功于油价上涨，还归功于康乔资源公司(Concho Resources)的整合也取得了进展，该公司于2020年10月同意收购。</blockquote></p><p> <b>Under Armour</b><b>(UAA) </b>– The athletic apparel maker’s shares surged 9.5% in premarket trading after it more than doubled the 15 cents a share consensus estimate, with quarterly earnings of 31 cents per share. Under Armour&nbsp;also raised its full-year outlook, as consumers maintain a high interest in comfortable daily wear.</p><p><blockquote><b>Under Armour</b><b>(UAA)</b>–这家运动服装制造商的股价在盘前交易中飙升9.5%，比每股15美分的普遍预期高出一倍多，季度收益为每股31美分。Under Armour还上调了全年预期，因为消费者对舒适的日常穿着保持着浓厚的兴趣。</blockquote></p><p> <b>Generac(GNRC)</b> – Generac shares slid 4.9% in the premarket after beating bottom-line estimates but reporting lower-than-expected quarterly sales. Separately, the maker of home and commercial generators announced it is buying Canada-based smart thermostat maker Ecobee in a cash-and-stock deal that could be worth up to $770 million, depending on whether Ecobee reaches certain performance targets.</p><p><blockquote><b>Generac(GNRC)</b>-Generac股价在盘前下跌4.9%，此前该公司的盈利超出预期，但季度销售额低于预期。另外，这家家用和商用发电机制造商宣布将以现金加股票的方式收购加拿大智能恒温器制造商Ecobee，价值可能高达7.7亿美元，具体取决于Ecobee是否达到某些绩效目标。</blockquote></p><p> <b>DuPont(DD) </b>– DuPont rose 1.1% in premarket action after the chemical maker beat estimates but cut its full-year outlook citing decelerating orders from customers due to the worldwide chip shortage. DuPont came in 3 cents a share above estimates, with third-quarter profit of $1.15 per share. Separately, DuPont announced the acquisition of materials technology company&nbsp;<b>Rogers Corp.(ROG)</b> in a $5.2 billion deal, with Rogers soaring 27.3% following news of the deal.</p><p><blockquote><b>杜邦（DD）</b>-杜邦公司在盘前上涨1.1%，此前这家化学品制造商超出预期，但下调了全年预期，理由是全球芯片短缺导致客户订单放缓。杜邦公司每股收益比预期高出3美分，第三季度每股利润为1.15美元。另外，杜邦宣布收购材料技术公司<b>罗杰斯公司(ROG)</b>这笔交易价值52亿美元，交易消息传出后，罗杰斯股价飙升27.3%。</blockquote></p><p> <b>Estee Lauder(EL)</b> – The cosmetics maker’s stock dropped 2.5% in the premarket, as it beat Street forecasts but cut its annual sales outlook due to inflation and supply chain disruptions. Estee Lauder earned $1.86 per share for the quarter, compared to a $1.70 share consensus estimate.</p><p><blockquote><b>雅诗兰黛(EL)</b>-这家化妆品制造商的股价在盘前下跌2.5%，因为该公司超出了华尔街的预期，但由于通货膨胀和供应链中断而下调了年度销售预期。雅诗兰黛本季度每股收益1.86美元，而市场普遍预期为1.70美元。</blockquote></p><p> <b>Avis Budget(CAR)</b> – Avis Budget reported quarterly earnings of $10.74 per share, well above the $6.52 a share consensus estimate. Revenue also topped Wall Street forecasts. Heavy demand for rental cars and higher rental rates gave a significant boost to Avis Budget’s results. The stock rallied 6.6% in premarket trading.</p><p><blockquote><b>Avis Budget(CAR)</b>-Avis Budget报告季度收益为每股10.74美元，远高于每股6.52美元的普遍预期。收入也超出了华尔街的预期。对租车的强劲需求和较高的租金极大地提振了Avis Budget的业绩。该股在盘前交易中上涨6.6%。</blockquote></p><p> <b>Simon Property(SPG)</b> – Simon nearly doubled the $1.09 per share consensus estimate, with quarterly earnings of $2.07 per share. The mall operator’s revenue also came in above analysts’ projections. Simon saw improved occupancy rates for its shopping malls during the quarter as well as an increase in shopper traffic. Simon shares rallied 4.2% in premarket action.</p><p><blockquote><b>西蒙地产(SPG)</b>–Simon将每股1.09美元的普遍预期提高了近一倍，季度收益为每股2.07美元。该购物中心运营商的收入也高于分析师的预测。西蒙本季度购物中心的入住率有所提高，购物者流量也有所增加。西蒙股价在盘前上涨4.2%。</blockquote></p><p> <b>Clorox(CLX)</b> – Clorox beat estimates by 18 cents a share, with quarterly earnings of $1.21 per share. The household products maker posted better-than-expected revenue as well, and Clorox backed its prior full-year forecast. Its stock was up 2.2% in the premarket.</p><p><blockquote><b>高乐氏(CLX)</b>-高乐氏每股收益超出预期18美分，季度收益为每股1.21美元。这家家居用品制造商公布的收入也好于预期，高乐氏支持其之前的全年预测。其股价盘前上涨2.2%。</blockquote></p><p></p><p> <b>Chegg(CHGG)</b> – Chegg shares tanked 33% in the premarket after the online education company reported lower-than-expected quarterly sales and merely matched Street estimates, with quarterly earnings of 20 cents per share. Chegg said enrollment did not bounce back as it had expected.</p><p><blockquote><b>Chegg(CHGG)</b>-在线教育公司Chegg公布季度销售额低于预期，仅符合华尔街预期，季度收益为每股20美分，该公司股价在盘前下跌33%。Chegg表示，入学人数并没有像预期的那样反弹。</blockquote></p><p> <b>Nutrien(NTR)</b> – Nutrien raised its full-year profit outlook, amid strong global demand and higher prices for the Canadian fertilizer maker’s products.</p><p><blockquote><b>营养素(NTR)</b>-由于全球需求强劲且加拿大化肥制造商产品价格上涨，Nutrien上调了全年利润预期。</blockquote></p><p> <b>McKesson(MCK)</b> – The drug distributor earned $6.15 per share for its latest quarter, easily beating the consensus estimate of $4.66 a share. Revenue topping estimates as well, driven by strong delivery numbers for more expensive specialty drugs as well as its government contract to distribute Covid-19 vaccines. McKesson shares gained 3.4% in the premarket.</p><p><blockquote><b>麦克森(MCK)</b>–该药品分销商最近一个季度的每股收益为6.15美元，轻松超过了每股4.66美元的普遍预期。由于更昂贵的特殊药物的强劲交付数量以及政府分发Covid-19疫苗的合同，收入也超出了预期。McKesson股价盘前上涨3.4%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines Before US Market Open on Tuesday<blockquote>周二美国市场开盘前的营收</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines Before US Market Open on Tuesday<blockquote>周二美国市场开盘前的营收</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-02 20:10</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S. stock index futures mixed on Tuesday, pointing to a slight easing from record highs for Wall Street indexes as investors took to caution ahead of the Federal Reserve’s widely expected move to start tapering its monthly bond purchases.</p><p><blockquote>美国股指期货周二涨跌互现，表明华尔街指数从创纪录高位略有缓和，因投资者在美联储开始缩减月度债券购买规模之前采取谨慎态度。</blockquote></p><p> At 8:00 a.m. ET, Dow e-minis were up 29 points, or 0.08%, S&amp;P 500 e-minis were up 2 points, or 0.04%, and Nasdaq 100 e-minis were down 17.5 points, or 0.1%.</p><p><blockquote>截至美国东部时间上午8:00，道指e-mini上涨29点，涨幅0.08%，标普500 e-mini上涨2点，涨幅0.04%，纳斯达克100 e-mini下跌17.5点，涨幅0.1%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6e516df5a8317319822c86b104fb50dd\" tg-width=\"1080\" tg-height=\"378\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The U.S. central bank on Wednesday is expected to approve plans to scale back its pandemic-era support for the world’s largest economy, while focus will also be on commentary about interest rates and how sustained the recent surge in inflation is.</p><p><blockquote>预计美联储周三将批准缩减疫情时期对全球最大经济体支持的计划，同时焦点也将集中在有关利率的评论以及近期通胀飙升的持续程度上。</blockquote></p><p> <b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <b>Tesla(TSLA)</b>&nbsp;–&nbsp;Tesla&nbsp;stock fell 4.6% in premarket trading.Reports of recalls and Hertz-deal uncertainties are two reasons the stock might be down.</p><p><blockquote><b>特斯拉(TSLA)</b>-特斯拉股价在盘前交易中下跌4.6%。召回报道和赫兹交易的不确定性是该股可能下跌的两个原因。</blockquote></p><p> <b>Pfizer</b><b>(PFE)</b> – Pfizer jumped 2.8% in the premarket after the drugmaker reported better-than-expected profit and revenue for the third quarter. Pfizer earned $1.34 per share, 25 cents a share above estimates. The company also&nbsp;issued an improved full-year forecast&nbsp;on strong demand for both its Covid-19 vaccine and non-Covid treatments.</p><p><blockquote><b>辉瑞</b><b>（PFE）</b>-辉瑞公布第三季度利润和收入好于预期，该公司盘前股价上涨2.8%。辉瑞每股收益1.34美元，比预期高出25美分。该公司还针对其Covid-19疫苗和非Covid治疗的强劲需求发布了改进的全年预测。</blockquote></p><p> <b>Novavax(</b><b>NVAX</b><b>)</b>&nbsp;–&nbsp;Novavax shares jumped another 4% in premarket trading&nbsp;Tuesday&nbsp;after rising nearly 16% yesterday&nbsp;as&nbsp;Novavax COVID-19 vaccine got first authorization; expected more within weeks.</p><p><blockquote><b>诺瓦瓦克斯（</b><b>NVAX</b><b>)</b>-随着Novavax COVID-19疫苗获得首次授权，Novavax股价继昨天上涨近16%后，周二盘前交易中又上涨4%；预计几周内会有更多。</blockquote></p><p> <b>Lucid(LCID)</b>&nbsp;–&nbsp;ucid stock fell 4.5% in premarket trading.Morgan Stanley thinks shares are significantly overvalued at current levels and rates LCID as Underweight (i.e. Sell),backed by a $12 price target. This figure suggests shares will lose a huge 67% of their value over the next 12 months.</p><p><blockquote><b>Lucid(LCID)</b>-ucid股票在盘前交易中下跌4.5%。摩根士丹利认为该股在当前水平上被严重高估，并将LCID评级为跑输大盘（即卖出），目标价为12美元。这一数字表明，未来12个月内，股价将大幅下跌67%。</blockquote></p><p> <b>ConocoPhillips(COP)</b>&nbsp;–&nbsp;ConocoPhillips stock rose&nbsp;nearly&nbsp;1% after the oil company reported better-than-expected earnings.Conoco reported an adjusted profit of $1.77 a share, beating forecasts for $1.50 a share.Conoco credited not just rising oil prices for the earnings beat, but also progress in integrating Concho Resources, which agreed to buy in October 2020.</p><p><blockquote><b>康菲石油公司(COP)</b>-康菲石油公司公布好于预期的盈利后，该公司股价上涨近1%。康菲石油公司公布调整后每股利润为1.77美元，超出预期的每股1.50美元。康菲石油公司的盈利超出预期不仅归功于油价上涨，还归功于康乔资源公司(Concho Resources)的整合也取得了进展，该公司于2020年10月同意收购。</blockquote></p><p> <b>Under Armour</b><b>(UAA) </b>– The athletic apparel maker’s shares surged 9.5% in premarket trading after it more than doubled the 15 cents a share consensus estimate, with quarterly earnings of 31 cents per share. Under Armour&nbsp;also raised its full-year outlook, as consumers maintain a high interest in comfortable daily wear.</p><p><blockquote><b>Under Armour</b><b>(UAA)</b>–这家运动服装制造商的股价在盘前交易中飙升9.5%，比每股15美分的普遍预期高出一倍多，季度收益为每股31美分。Under Armour还上调了全年预期，因为消费者对舒适的日常穿着保持着浓厚的兴趣。</blockquote></p><p> <b>Generac(GNRC)</b> – Generac shares slid 4.9% in the premarket after beating bottom-line estimates but reporting lower-than-expected quarterly sales. Separately, the maker of home and commercial generators announced it is buying Canada-based smart thermostat maker Ecobee in a cash-and-stock deal that could be worth up to $770 million, depending on whether Ecobee reaches certain performance targets.</p><p><blockquote><b>Generac(GNRC)</b>-Generac股价在盘前下跌4.9%，此前该公司的盈利超出预期，但季度销售额低于预期。另外，这家家用和商用发电机制造商宣布将以现金加股票的方式收购加拿大智能恒温器制造商Ecobee，价值可能高达7.7亿美元，具体取决于Ecobee是否达到某些绩效目标。</blockquote></p><p> <b>DuPont(DD) </b>– DuPont rose 1.1% in premarket action after the chemical maker beat estimates but cut its full-year outlook citing decelerating orders from customers due to the worldwide chip shortage. DuPont came in 3 cents a share above estimates, with third-quarter profit of $1.15 per share. Separately, DuPont announced the acquisition of materials technology company&nbsp;<b>Rogers Corp.(ROG)</b> in a $5.2 billion deal, with Rogers soaring 27.3% following news of the deal.</p><p><blockquote><b>杜邦（DD）</b>-杜邦公司在盘前上涨1.1%，此前这家化学品制造商超出预期，但下调了全年预期，理由是全球芯片短缺导致客户订单放缓。杜邦公司每股收益比预期高出3美分，第三季度每股利润为1.15美元。另外，杜邦宣布收购材料技术公司<b>罗杰斯公司(ROG)</b>这笔交易价值52亿美元，交易消息传出后，罗杰斯股价飙升27.3%。</blockquote></p><p> <b>Estee Lauder(EL)</b> – The cosmetics maker’s stock dropped 2.5% in the premarket, as it beat Street forecasts but cut its annual sales outlook due to inflation and supply chain disruptions. Estee Lauder earned $1.86 per share for the quarter, compared to a $1.70 share consensus estimate.</p><p><blockquote><b>雅诗兰黛(EL)</b>-这家化妆品制造商的股价在盘前下跌2.5%，因为该公司超出了华尔街的预期，但由于通货膨胀和供应链中断而下调了年度销售预期。雅诗兰黛本季度每股收益1.86美元，而市场普遍预期为1.70美元。</blockquote></p><p> <b>Avis Budget(CAR)</b> – Avis Budget reported quarterly earnings of $10.74 per share, well above the $6.52 a share consensus estimate. Revenue also topped Wall Street forecasts. Heavy demand for rental cars and higher rental rates gave a significant boost to Avis Budget’s results. The stock rallied 6.6% in premarket trading.</p><p><blockquote><b>Avis Budget(CAR)</b>-Avis Budget报告季度收益为每股10.74美元，远高于每股6.52美元的普遍预期。收入也超出了华尔街的预期。对租车的强劲需求和较高的租金极大地提振了Avis Budget的业绩。该股在盘前交易中上涨6.6%。</blockquote></p><p> <b>Simon Property(SPG)</b> – Simon nearly doubled the $1.09 per share consensus estimate, with quarterly earnings of $2.07 per share. The mall operator’s revenue also came in above analysts’ projections. Simon saw improved occupancy rates for its shopping malls during the quarter as well as an increase in shopper traffic. Simon shares rallied 4.2% in premarket action.</p><p><blockquote><b>西蒙地产(SPG)</b>–Simon将每股1.09美元的普遍预期提高了近一倍，季度收益为每股2.07美元。该购物中心运营商的收入也高于分析师的预测。西蒙本季度购物中心的入住率有所提高，购物者流量也有所增加。西蒙股价在盘前上涨4.2%。</blockquote></p><p> <b>Clorox(CLX)</b> – Clorox beat estimates by 18 cents a share, with quarterly earnings of $1.21 per share. The household products maker posted better-than-expected revenue as well, and Clorox backed its prior full-year forecast. Its stock was up 2.2% in the premarket.</p><p><blockquote><b>高乐氏(CLX)</b>-高乐氏每股收益超出预期18美分，季度收益为每股1.21美元。这家家居用品制造商公布的收入也好于预期，高乐氏支持其之前的全年预测。其股价盘前上涨2.2%。</blockquote></p><p></p><p> <b>Chegg(CHGG)</b> – Chegg shares tanked 33% in the premarket after the online education company reported lower-than-expected quarterly sales and merely matched Street estimates, with quarterly earnings of 20 cents per share. Chegg said enrollment did not bounce back as it had expected.</p><p><blockquote><b>Chegg(CHGG)</b>-在线教育公司Chegg公布季度销售额低于预期，仅符合华尔街预期，季度收益为每股20美分，该公司股价在盘前下跌33%。Chegg表示，入学人数并没有像预期的那样反弹。</blockquote></p><p> <b>Nutrien(NTR)</b> – Nutrien raised its full-year profit outlook, amid strong global demand and higher prices for the Canadian fertilizer maker’s products.</p><p><blockquote><b>营养素(NTR)</b>-由于全球需求强劲且加拿大化肥制造商产品价格上涨，Nutrien上调了全年利润预期。</blockquote></p><p> <b>McKesson(MCK)</b> – The drug distributor earned $6.15 per share for its latest quarter, easily beating the consensus estimate of $4.66 a share. Revenue topping estimates as well, driven by strong delivery numbers for more expensive specialty drugs as well as its government contract to distribute Covid-19 vaccines. McKesson shares gained 3.4% in the premarket.</p><p><blockquote><b>麦克森(MCK)</b>–该药品分销商最近一个季度的每股收益为6.15美元，轻松超过了每股4.66美元的普遍预期。由于更昂贵的特殊药物的强劲交付数量以及政府分发Covid-19疫苗的合同，收入也超出了预期。McKesson股价盘前上涨3.4%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","CAR":"安飞士","EL":"雅诗兰黛","UAA":"安德玛公司A类股",".SPX":"S&P 500 Index","DD":"杜邦","MCK":"麦克森药物批发",".IXIC":"NASDAQ Composite","LCID":"Lucid Group Inc","PFE":"辉瑞",".DJI":"道琼斯","ROG":"罗杰斯","SPG":"西蒙地产","NTR":"Nutrien Ltd.","CHGG":"Chegg Inc","GNRC":"Generac控股","CLX":"高乐氏","COP":"康菲石油","NVAX":"诺瓦瓦克斯医药"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147199832","content_text":"U.S. stock index futures mixed on Tuesday, pointing to a slight easing from record highs for Wall Street indexes as investors took to caution ahead of the Federal Reserve’s widely expected move to start tapering its monthly bond purchases.\nAt 8:00 a.m. ET, Dow e-minis were up 29 points, or 0.08%, S&P 500 e-minis were up 2 points, or 0.04%, and Nasdaq 100 e-minis were down 17.5 points, or 0.1%.\n\nThe U.S. central bank on Wednesday is expected to approve plans to scale back its pandemic-era support for the world’s largest economy, while focus will also be on commentary about interest rates and how sustained the recent surge in inflation is.\nStocks making the biggest moves in the premarket:\nTesla(TSLA) – Tesla stock fell 4.6% in premarket trading.Reports of recalls and Hertz-deal uncertainties are two reasons the stock might be down.\nPfizer(PFE) – Pfizer jumped 2.8% in the premarket after the drugmaker reported better-than-expected profit and revenue for the third quarter. Pfizer earned $1.34 per share, 25 cents a share above estimates. The company also issued an improved full-year forecast on strong demand for both its Covid-19 vaccine and non-Covid treatments.\nNovavax(NVAX) – Novavax shares jumped another 4% in premarket trading Tuesday after rising nearly 16% yesterday as Novavax COVID-19 vaccine got first authorization; expected more within weeks.\nLucid(LCID) – ucid stock fell 4.5% in premarket trading.Morgan Stanley thinks shares are significantly overvalued at current levels and rates LCID as Underweight (i.e. Sell),backed by a $12 price target. This figure suggests shares will lose a huge 67% of their value over the next 12 months.\nConocoPhillips(COP) – ConocoPhillips stock rose nearly 1% after the oil company reported better-than-expected earnings.Conoco reported an adjusted profit of $1.77 a share, beating forecasts for $1.50 a share.Conoco credited not just rising oil prices for the earnings beat, but also progress in integrating Concho Resources, which agreed to buy in October 2020.\nUnder Armour(UAA) – The athletic apparel maker’s shares surged 9.5% in premarket trading after it more than doubled the 15 cents a share consensus estimate, with quarterly earnings of 31 cents per share. Under Armour also raised its full-year outlook, as consumers maintain a high interest in comfortable daily wear.\nGenerac(GNRC) – Generac shares slid 4.9% in the premarket after beating bottom-line estimates but reporting lower-than-expected quarterly sales. Separately, the maker of home and commercial generators announced it is buying Canada-based smart thermostat maker Ecobee in a cash-and-stock deal that could be worth up to $770 million, depending on whether Ecobee reaches certain performance targets.\nDuPont(DD) – DuPont rose 1.1% in premarket action after the chemical maker beat estimates but cut its full-year outlook citing decelerating orders from customers due to the worldwide chip shortage. DuPont came in 3 cents a share above estimates, with third-quarter profit of $1.15 per share. Separately, DuPont announced the acquisition of materials technology company Rogers Corp.(ROG) in a $5.2 billion deal, with Rogers soaring 27.3% following news of the deal.\nEstee Lauder(EL) – The cosmetics maker’s stock dropped 2.5% in the premarket, as it beat Street forecasts but cut its annual sales outlook due to inflation and supply chain disruptions. Estee Lauder earned $1.86 per share for the quarter, compared to a $1.70 share consensus estimate.\nAvis Budget(CAR) – Avis Budget reported quarterly earnings of $10.74 per share, well above the $6.52 a share consensus estimate. Revenue also topped Wall Street forecasts. Heavy demand for rental cars and higher rental rates gave a significant boost to Avis Budget’s results. The stock rallied 6.6% in premarket trading.\nSimon Property(SPG) – Simon nearly doubled the $1.09 per share consensus estimate, with quarterly earnings of $2.07 per share. The mall operator’s revenue also came in above analysts’ projections. Simon saw improved occupancy rates for its shopping malls during the quarter as well as an increase in shopper traffic. Simon shares rallied 4.2% in premarket action.\nClorox(CLX) – Clorox beat estimates by 18 cents a share, with quarterly earnings of $1.21 per share. The household products maker posted better-than-expected revenue as well, and Clorox backed its prior full-year forecast. Its stock was up 2.2% in the premarket.\nChegg(CHGG) – Chegg shares tanked 33% in the premarket after the online education company reported lower-than-expected quarterly sales and merely matched Street estimates, with quarterly earnings of 20 cents per share. Chegg said enrollment did not bounce back as it had expected.\nNutrien(NTR) – Nutrien raised its full-year profit outlook, amid strong global demand and higher prices for the Canadian fertilizer maker’s products.\nMcKesson(MCK) – The drug distributor earned $6.15 per share for its latest quarter, easily beating the consensus estimate of $4.66 a share. Revenue topping estimates as well, driven by strong delivery numbers for more expensive specialty drugs as well as its government contract to distribute Covid-19 vaccines. McKesson shares gained 3.4% in the premarket.","news_type":1,"symbols_score_info":{"ESmain":0.9,"SPG":0.9,"PFE":0.9,"CAR":0.9,"GNRC":0.9,"NTR":0.9,"DD":0.9,"EL":0.9,"NQmain":0.9,"YMmain":0.9,".DJI":0.9,"MCK":0.9,".IXIC":0.9,"ROG":0.9,"CHGG":0.9,"CLX":0.9,"TSLA":0.9,"COP":0.9,"NVAX":0.9,"LCID":0.9,".SPX":0.9,"UAA":0.9}},"isVote":1,"tweetType":1,"viewCount":3708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851262984,"gmtCreate":1634911005850,"gmtModify":1634911351770,"author":{"id":"3574379362062891","authorId":"3574379362062891","name":"teow0023","avatar":"https://static.tigerbbs.com/65fec6733e2cc640e16afc0ce4c21f79","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574379362062891","idStr":"3574379362062891"},"themes":[],"htmlText":"Like!","listText":"Like!","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851262984","repostId":"2177497857","repostType":2,"isVote":1,"tweetType":1,"viewCount":2532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859440480,"gmtCreate":1634726334390,"gmtModify":1634726334548,"author":{"id":"3574379362062891","authorId":"3574379362062891","name":"teow0023","avatar":"https://static.tigerbbs.com/65fec6733e2cc640e16afc0ce4c21f79","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574379362062891","idStr":"3574379362062891"},"themes":[],"htmlText":"Like!","listText":"Like!","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859440480","repostId":"2176832734","repostType":4,"isVote":1,"tweetType":1,"viewCount":3941,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826581428,"gmtCreate":1634037979817,"gmtModify":1634037979953,"author":{"id":"3574379362062891","authorId":"3574379362062891","name":"teow0023","avatar":"https://static.tigerbbs.com/65fec6733e2cc640e16afc0ce4c21f79","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574379362062891","idStr":"3574379362062891"},"themes":[],"htmlText":"Like!","listText":"Like!","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826581428","repostId":"1199301040","repostType":4,"repost":{"id":"1199301040","kind":"news","pubTimestamp":1634030030,"share":"https://www.laohu8.com/m/news/1199301040?lang=zh_CN&edition=full","pubTime":"2021-10-12 17:13","market":"us","language":"en","title":"As Shortages Rage, Here Are 14 Chip Stocks With at Least 30% Upside<blockquote>随着短缺加剧，以下14只芯片股至少有30%的上涨空间</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199301040","media":"Barrons","summary":"The global semiconductor shortage that’s been a pain in many people’s necks throughout this year is going to last 2022. So as the saying goes: If you can’t beat them, join ’em.A lack of chips has led to shortages of products ranging from electronics and computers to cars and higher prices. However, on balance, the chip shortage hasn’t hurt the semiconductor sector. The iShares Semiconductor exchange-traded fund  is up about 18% year to date, in line with comparable gains of the S&P 500.The secto","content":"<p>The global semiconductor shortage that’s been a pain in many people’s necks throughout this year is going to last 2022. So as the saying goes: If you can’t beat them, join ’em.</p><p><blockquote>今年让许多人头疼的全球半导体短缺将持续到2022年。俗话说：如果你不能打败他们，就加入他们。</blockquote></p><p> A lack of chips has led to shortages of products ranging from electronics and computers to cars and higher prices. However, on balance, the chip shortage hasn’t hurt the semiconductor sector. The&nbsp;iShares Semiconductor exchange-traded fund&nbsp;(SOXX) is up about 18% year to date, in line with comparable gains of the&nbsp;S&amp;P 500.</p><p><blockquote>芯片的缺乏导致了从电子产品、计算机到汽车等产品的短缺和价格上涨。然而，总的来说，芯片短缺并没有伤害半导体行业。iShares半导体交易所交易基金(SOXX)今年迄今已上涨约18%，与标准普尔500指数的可比涨幅一致。</blockquote></p><p> The sector has kept up even as shares of the largest companies in the ETF— &nbsp;Intel&nbsp;(INTC) and&nbsp;Broadcom&nbsp;(AVGO)—have underperformed. That pair is up about 9% and 14% year to date, respectively, lagging behind the industry and broader market.</p><p><blockquote>尽管ETF中最大的公司——英特尔(INTC)和博通(AVGO)——的股价表现不佳，但该行业仍保持增长。今年迄今为止，该货币对分别上涨了约9%和14%，落后于行业和大盘。</blockquote></p><p> The shortage isn’t going away soon. Only Monday, auto parts supplier&nbsp;Aptiv&nbsp;(APTV) cut sales and earnings guidance for 2021. About 3 million cars that were expected to be built and sold aren’t going to roll off assembly lines because of a lack of chips, the company said.</p><p><blockquote>短缺不会很快消失。就在周一，汽车零部件供应商安波福(APTV)下调了2021年的销售和盈利指引。该公司表示，由于缺乏芯片，预计生产和销售的约300万辆汽车将不会下线。</blockquote></p><p> Investors can make the persisting shortage work for their portfolios by looking at Wall Street’s favorite chip-sector stocks. There are 14 stocks in the chip sector with above-average Buy-rating ratios and are trading with at least 30% upside compared with their average analyst target price.</p><p><blockquote>投资者可以通过关注华尔街最喜欢的芯片行业股票，让持续的短缺为他们的投资组合发挥作用。芯片行业有14只股票的买入评级高于平均水平，与分析师平均目标价相比，其交易价格至少有30%的上涨空间。</blockquote></p><p> The 14 stocks, listed by descending order of upside, are: specialty gas services provider&nbsp;Ultra Clean&nbsp;(ticker: UCTT), wafer equipment makers&nbsp;FormFactor&nbsp;(FORM), processing materials company&nbsp;CMC Materials&nbsp;(CCMP), chip designer&nbsp;Cirrus Logic&nbsp;(CRUS), equipment maker&nbsp;MKS Instruments&nbsp;(MKSI), light-emitting diode technology company&nbsp;Universal Display&nbsp;(OLED), semi-test company&nbsp;ASE Technology&nbsp;(ASX), memory maker&nbsp;Micron Technology&nbsp;(MU), mobile chip giant&nbsp;Qualcomm&nbsp;(QCOM), semi test and robot equipment maker&nbsp;Teradyne&nbsp;(TER), chip fabrication giant&nbsp;Taiwan Semiconductor Manufacturing&nbsp;(TSM), mobile chip makers&nbsp;Skyworks Solutions&nbsp;(SWKS),Qorvo&nbsp;(QRVO), and equipment maker&nbsp;Lam Research&nbsp;(LRCX).</p><p><blockquote>这14只股票按上涨幅度降序排列，分别是：特种气体服务提供商Ultra Clean（股票代码：UCTT）、晶圆设备制造商FormFactor(FORM)、加工材料公司CMC Materials(CCMP)、芯片设计公司Cirrus Logic(CRUS)、设备制造商MKS Instruments(MKSI)、发光二极管技术公司Universal Display(OLED)、半测试公司日月光科技(ASX)、存储器制造商美光科技(MU)、移动芯片巨头高通(QCOM)、半测试和机器人设备制造商泰瑞达(TER)、芯片制造巨头台积电(TSM)、移动芯片制造商台积电(TSM)、移动芯片制造商Skyworks Solutions(SWKS)、Qorvo(QRVO)和设备制造商Lam Research(LRCX)。</blockquote></p><p> <b>Chips With Upside</b></p><p><blockquote><b>有上涨空间的筹码</b></blockquote></p><p> The majority of analysts have Buy ratings on these chip stocks---and think shares can climb at least 30%.</p><p><blockquote>大多数分析师对这些芯片股给予买入评级，并认为股价至少可以上涨30%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f37660bdc7f3e8b0df4bc6878b0341b0\" tg-width=\"1137\" tg-height=\"645\" referrerpolicy=\"no-referrer\"><span>Source: Bloomberg</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：彭博社</span></p></blockquote></p><p> The average Buy-rating ratio for the 14 stocks is about 75%. The average upside is almost 40%. Wall Street is more bullish today than it was a year ago. Before the chip shortage was daily news, the average upside for the group of 14 was about 12%.</p><p><blockquote>14只股票的平均买入评级比例约为75%。平均上涨空间近40%。今天的华尔街比一年前更加乐观。在芯片短缺成为每日新闻之前，14国集团的平均上涨空间约为12%。</blockquote></p><p> Accelerating earnings growth is one reason for optimism. For the group, earnings are expected to grow about 18% a year on average, up from about 12% average annual growth posted over the past three years.</p><p><blockquote>盈利加速增长是乐观的原因之一。对于该集团来说，盈利预计平均每年增长约18%，高于过去三年约12%的平均年增长率。</blockquote></p><p> While these stocks in the chip sector look like they still have to run despite supply chain woes, a stock screen is just a starting point for more research.</p><p><blockquote>尽管供应链陷入困境，芯片行业的这些股票看起来仍然必须运行，但股票筛选只是更多研究的起点。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>As Shortages Rage, Here Are 14 Chip Stocks With at Least 30% Upside<blockquote>随着短缺加剧，以下14只芯片股至少有30%的上涨空间</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAs Shortages Rage, Here Are 14 Chip Stocks With at Least 30% Upside<blockquote>随着短缺加剧，以下14只芯片股至少有30%的上涨空间</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-10-12 17:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The global semiconductor shortage that’s been a pain in many people’s necks throughout this year is going to last 2022. So as the saying goes: If you can’t beat them, join ’em.</p><p><blockquote>今年让许多人头疼的全球半导体短缺将持续到2022年。俗话说：如果你不能打败他们，就加入他们。</blockquote></p><p> A lack of chips has led to shortages of products ranging from electronics and computers to cars and higher prices. However, on balance, the chip shortage hasn’t hurt the semiconductor sector. The&nbsp;iShares Semiconductor exchange-traded fund&nbsp;(SOXX) is up about 18% year to date, in line with comparable gains of the&nbsp;S&amp;P 500.</p><p><blockquote>芯片的缺乏导致了从电子产品、计算机到汽车等产品的短缺和价格上涨。然而，总的来说，芯片短缺并没有伤害半导体行业。iShares半导体交易所交易基金(SOXX)今年迄今已上涨约18%，与标准普尔500指数的可比涨幅一致。</blockquote></p><p> The sector has kept up even as shares of the largest companies in the ETF— &nbsp;Intel&nbsp;(INTC) and&nbsp;Broadcom&nbsp;(AVGO)—have underperformed. That pair is up about 9% and 14% year to date, respectively, lagging behind the industry and broader market.</p><p><blockquote>尽管ETF中最大的公司——英特尔(INTC)和博通(AVGO)——的股价表现不佳，但该行业仍保持增长。今年迄今为止，该货币对分别上涨了约9%和14%，落后于行业和大盘。</blockquote></p><p> The shortage isn’t going away soon. Only Monday, auto parts supplier&nbsp;Aptiv&nbsp;(APTV) cut sales and earnings guidance for 2021. About 3 million cars that were expected to be built and sold aren’t going to roll off assembly lines because of a lack of chips, the company said.</p><p><blockquote>短缺不会很快消失。就在周一，汽车零部件供应商安波福(APTV)下调了2021年的销售和盈利指引。该公司表示，由于缺乏芯片，预计生产和销售的约300万辆汽车将不会下线。</blockquote></p><p> Investors can make the persisting shortage work for their portfolios by looking at Wall Street’s favorite chip-sector stocks. There are 14 stocks in the chip sector with above-average Buy-rating ratios and are trading with at least 30% upside compared with their average analyst target price.</p><p><blockquote>投资者可以通过关注华尔街最喜欢的芯片行业股票，让持续的短缺为他们的投资组合发挥作用。芯片行业有14只股票的买入评级高于平均水平，与分析师平均目标价相比，其交易价格至少有30%的上涨空间。</blockquote></p><p> The 14 stocks, listed by descending order of upside, are: specialty gas services provider&nbsp;Ultra Clean&nbsp;(ticker: UCTT), wafer equipment makers&nbsp;FormFactor&nbsp;(FORM), processing materials company&nbsp;CMC Materials&nbsp;(CCMP), chip designer&nbsp;Cirrus Logic&nbsp;(CRUS), equipment maker&nbsp;MKS Instruments&nbsp;(MKSI), light-emitting diode technology company&nbsp;Universal Display&nbsp;(OLED), semi-test company&nbsp;ASE Technology&nbsp;(ASX), memory maker&nbsp;Micron Technology&nbsp;(MU), mobile chip giant&nbsp;Qualcomm&nbsp;(QCOM), semi test and robot equipment maker&nbsp;Teradyne&nbsp;(TER), chip fabrication giant&nbsp;Taiwan Semiconductor Manufacturing&nbsp;(TSM), mobile chip makers&nbsp;Skyworks Solutions&nbsp;(SWKS),Qorvo&nbsp;(QRVO), and equipment maker&nbsp;Lam Research&nbsp;(LRCX).</p><p><blockquote>这14只股票按上涨幅度降序排列，分别是：特种气体服务提供商Ultra Clean（股票代码：UCTT）、晶圆设备制造商FormFactor(FORM)、加工材料公司CMC Materials(CCMP)、芯片设计公司Cirrus Logic(CRUS)、设备制造商MKS Instruments(MKSI)、发光二极管技术公司Universal Display(OLED)、半测试公司日月光科技(ASX)、存储器制造商美光科技(MU)、移动芯片巨头高通(QCOM)、半测试和机器人设备制造商泰瑞达(TER)、芯片制造巨头台积电(TSM)、移动芯片制造商台积电(TSM)、移动芯片制造商Skyworks Solutions(SWKS)、Qorvo(QRVO)和设备制造商Lam Research(LRCX)。</blockquote></p><p> <b>Chips With Upside</b></p><p><blockquote><b>有上涨空间的筹码</b></blockquote></p><p> The majority of analysts have Buy ratings on these chip stocks---and think shares can climb at least 30%.</p><p><blockquote>大多数分析师对这些芯片股给予买入评级，并认为股价至少可以上涨30%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f37660bdc7f3e8b0df4bc6878b0341b0\" tg-width=\"1137\" tg-height=\"645\" referrerpolicy=\"no-referrer\"><span>Source: Bloomberg</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：彭博社</span></p></blockquote></p><p> The average Buy-rating ratio for the 14 stocks is about 75%. The average upside is almost 40%. Wall Street is more bullish today than it was a year ago. Before the chip shortage was daily news, the average upside for the group of 14 was about 12%.</p><p><blockquote>14只股票的平均买入评级比例约为75%。平均上涨空间近40%。今天的华尔街比一年前更加乐观。在芯片短缺成为每日新闻之前，14国集团的平均上涨空间约为12%。</blockquote></p><p> Accelerating earnings growth is one reason for optimism. For the group, earnings are expected to grow about 18% a year on average, up from about 12% average annual growth posted over the past three years.</p><p><blockquote>盈利加速增长是乐观的原因之一。对于该集团来说，盈利预计平均每年增长约18%，高于过去三年约12%的平均年增长率。</blockquote></p><p> While these stocks in the chip sector look like they still have to run despite supply chain woes, a stock screen is just a starting point for more research.</p><p><blockquote>尽管供应链陷入困境，芯片行业的这些股票看起来仍然必须运行，但股票筛选只是更多研究的起点。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/chip-shortage-stocks-with-upside-51633993513?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRUS":"凌云半导体","QRVO":"Qorvo, Inc.","SWKS":"思佳讯","UCTT":"超科林半导体","AMD":"美国超微公司","MU":"美光科技","LRCX":"拉姆研究","FORM":"FormFactor","CCMP":"卡伯特微电子","ASX":"日月光半导体","TER":"泰瑞达","OLED":"Universal Display Corporation","QCOM":"高通","TSM":"台积电","NVDA":"英伟达"},"source_url":"https://www.barrons.com/articles/chip-shortage-stocks-with-upside-51633993513?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199301040","content_text":"The global semiconductor shortage that’s been a pain in many people’s necks throughout this year is going to last 2022. So as the saying goes: If you can’t beat them, join ’em.\nA lack of chips has led to shortages of products ranging from electronics and computers to cars and higher prices. However, on balance, the chip shortage hasn’t hurt the semiconductor sector. The iShares Semiconductor exchange-traded fund (SOXX) is up about 18% year to date, in line with comparable gains of the S&P 500.\nThe sector has kept up even as shares of the largest companies in the ETF—  Intel (INTC) and Broadcom (AVGO)—have underperformed. That pair is up about 9% and 14% year to date, respectively, lagging behind the industry and broader market.\nThe shortage isn’t going away soon. Only Monday, auto parts supplier Aptiv (APTV) cut sales and earnings guidance for 2021. About 3 million cars that were expected to be built and sold aren’t going to roll off assembly lines because of a lack of chips, the company said.\nInvestors can make the persisting shortage work for their portfolios by looking at Wall Street’s favorite chip-sector stocks. There are 14 stocks in the chip sector with above-average Buy-rating ratios and are trading with at least 30% upside compared with their average analyst target price.\nThe 14 stocks, listed by descending order of upside, are: specialty gas services provider Ultra Clean (ticker: UCTT), wafer equipment makers FormFactor (FORM), processing materials company CMC Materials (CCMP), chip designer Cirrus Logic (CRUS), equipment maker MKS Instruments (MKSI), light-emitting diode technology company Universal Display (OLED), semi-test company ASE Technology (ASX), memory maker Micron Technology (MU), mobile chip giant Qualcomm (QCOM), semi test and robot equipment maker Teradyne (TER), chip fabrication giant Taiwan Semiconductor Manufacturing (TSM), mobile chip makers Skyworks Solutions (SWKS),Qorvo (QRVO), and equipment maker Lam Research (LRCX).\nChips With Upside\nThe majority of analysts have Buy ratings on these chip stocks---and think shares can climb at least 30%.\nSource: Bloomberg\nThe average Buy-rating ratio for the 14 stocks is about 75%. The average upside is almost 40%. Wall Street is more bullish today than it was a year ago. Before the chip shortage was daily news, the average upside for the group of 14 was about 12%.\nAccelerating earnings growth is one reason for optimism. For the group, earnings are expected to grow about 18% a year on average, up from about 12% average annual growth posted over the past three years.\nWhile these stocks in the chip sector look like they still have to run despite supply chain woes, a stock screen is just a starting point for more research.","news_type":1,"symbols_score_info":{"TSM":0.9,"CRUS":0.9,"CCMP":0.9,"NVDA":0.9,"OLED":0.9,"QRVO":0.9,"MLSIF":0.9,"UCTT":0.9,"AMD":0.9,"QCOM":0.9,"MU":0.9,"LRCX":0.9,"FORM":0.9,"ASX":0.9,"SWKS":0.9,"TER":0.9}},"isVote":1,"tweetType":1,"viewCount":3592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820312750,"gmtCreate":1633353136594,"gmtModify":1633353136772,"author":{"id":"3574379362062891","authorId":"3574379362062891","name":"teow0023","avatar":"https://static.tigerbbs.com/65fec6733e2cc640e16afc0ce4c21f79","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574379362062891","idStr":"3574379362062891"},"themes":[],"htmlText":"Like!","listText":"Like!","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/820312750","repostId":"1188484129","repostType":4,"repost":{"id":"1188484129","kind":"news","pubTimestamp":1633350599,"share":"https://www.laohu8.com/m/news/1188484129?lang=zh_CN&edition=full","pubTime":"2021-10-04 20:29","market":"us","language":"en","title":"Amazon's Black Friday deals start today<blockquote>亚马逊黑色星期五优惠今天开始</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1188484129","media":"seekingalpha","summary":"Amazon(NASDAQ:AMZN)has revealed its biggest-ever selection of holiday gift guides and Black Friday-w","content":"<p><ul>  <li>Amazon(NASDAQ:AMZN)has&nbsp;revealed&nbsp;its biggest-ever selection of holiday gift guides and Black Friday-worthy deals that start today.</li>  <li>Amazon is also investing more than $1B in higher pay for front-line teams and recently announced to&nbsp;hire 125,000&nbsp;associates for full-time and part-time jobs in fulfillment and logistics across the U.S., with average starting wages of more than $18 per hour.</li>  <li>“We’re excited to help customers get great holiday deals even earlier this year, including thousands of small business products,” said Dave Clark, CEO of worldwide consumer at Amazon. “Customers can confidently shop early knowing they are receiving incredible deals starting today, letting them get a head start on their holiday to-do lists so they can truly enjoy the holiday season.\"</li> </ul></p><p><blockquote><ul><li>亚马逊（纳斯达克股票代码：AMZN）公布了有史以来最多的节日礼物指南和黑色星期五优惠，从今天开始。</li><li>亚马逊还投资超过10亿美元提高一线团队的薪酬，最近宣布在美国各地招聘12.5万名全职和兼职员工，平均起薪超过每小时18美元。</li><li>亚马逊全球消费者首席执行官戴夫·克拉克(Dave Clark)表示：“我们很高兴在今年早些时候帮助客户获得超值的假日优惠，其中包括数千种小型企业产品。”“顾客可以放心地尽早购物，因为他们知道从今天开始他们会收到令人难以置信的优惠，让他们在假期待办事项清单上领先一步，这样他们就可以真正享受假期。”</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>Amazon's Black Friday deals start today<blockquote>亚马逊黑色星期五优惠今天开始</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\">\nAmazon's Black Friday deals start today<blockquote>亚马逊黑色星期五优惠今天开始</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-10-04 20:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul>  <li>Amazon(NASDAQ:AMZN)has&nbsp;revealed&nbsp;its biggest-ever selection of holiday gift guides and Black Friday-worthy deals that start today.</li>  <li>Amazon is also investing more than $1B in higher pay for front-line teams and recently announced to&nbsp;hire 125,000&nbsp;associates for full-time and part-time jobs in fulfillment and logistics across the U.S., with average starting wages of more than $18 per hour.</li>  <li>“We’re excited to help customers get great holiday deals even earlier this year, including thousands of small business products,” said Dave Clark, CEO of worldwide consumer at Amazon. “Customers can confidently shop early knowing they are receiving incredible deals starting today, letting them get a head start on their holiday to-do lists so they can truly enjoy the holiday season.\"</li> </ul></p><p><blockquote><ul><li>亚马逊（纳斯达克股票代码：AMZN）公布了有史以来最多的节日礼物指南和黑色星期五优惠，从今天开始。</li><li>亚马逊还投资超过10亿美元提高一线团队的薪酬，最近宣布在美国各地招聘12.5万名全职和兼职员工，平均起薪超过每小时18美元。</li><li>亚马逊全球消费者首席执行官戴夫·克拉克(Dave Clark)表示：“我们很高兴在今年早些时候帮助客户获得超值的假日优惠，其中包括数千种小型企业产品。”“顾客可以放心地尽早购物，因为他们知道从今天开始他们会收到令人难以置信的优惠，让他们在假期待办事项清单上领先一步，这样他们就可以真正享受假期。”</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3747901-amazon-unveils-black-friday-deals-much-in-advance\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/news/3747901-amazon-unveils-black-friday-deals-much-in-advance","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188484129","content_text":"Amazon(NASDAQ:AMZN)has revealed its biggest-ever selection of holiday gift guides and Black Friday-worthy deals that start today.\nAmazon is also investing more than $1B in higher pay for front-line teams and recently announced to hire 125,000 associates for full-time and part-time jobs in fulfillment and logistics across the U.S., with average starting wages of more than $18 per hour.\n“We’re excited to help customers get great holiday deals even earlier this year, including thousands of small business products,” said Dave Clark, CEO of worldwide consumer at Amazon. “Customers can confidently shop early knowing they are receiving incredible deals starting today, letting them get a head start on their holiday to-do lists so they can truly enjoy the holiday season.\"","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":3213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866893544,"gmtCreate":1632751502188,"gmtModify":1632798099833,"author":{"id":"3574379362062891","authorId":"3574379362062891","name":"teow0023","avatar":"https://static.tigerbbs.com/65fec6733e2cc640e16afc0ce4c21f79","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574379362062891","idStr":"3574379362062891"},"themes":[],"htmlText":"Like!","listText":"Like!","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866893544","repostId":"2170541625","repostType":4,"isVote":1,"tweetType":1,"viewCount":1600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":887650334,"gmtCreate":1632030740928,"gmtModify":1632803211354,"author":{"id":"3574379362062891","authorId":"3574379362062891","name":"teow0023","avatar":"https://static.tigerbbs.com/65fec6733e2cc640e16afc0ce4c21f79","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574379362062891","idStr":"3574379362062891"},"themes":[],"htmlText":"Like!","listText":"Like!","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/887650334","repostId":"1198486138","repostType":4,"isVote":1,"tweetType":1,"viewCount":1580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885223802,"gmtCreate":1631799179306,"gmtModify":1631891427189,"author":{"id":"3574379362062891","authorId":"3574379362062891","name":"teow0023","avatar":"https://static.tigerbbs.com/65fec6733e2cc640e16afc0ce4c21f79","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574379362062891","idStr":"3574379362062891"},"themes":[],"htmlText":"Like!","listText":"Like!","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/885223802","repostId":"1179726770","repostType":4,"isVote":1,"tweetType":1,"viewCount":2282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882419769,"gmtCreate":1631714236951,"gmtModify":1631891427198,"author":{"id":"3574379362062891","authorId":"3574379362062891","name":"teow0023","avatar":"https://static.tigerbbs.com/65fec6733e2cc640e16afc0ce4c21f79","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574379362062891","idStr":"3574379362062891"},"themes":[],"htmlText":"Like!","listText":"Like!","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/882419769","repostId":"1148341685","repostType":4,"repost":{"id":"1148341685","kind":"news","pubTimestamp":1631660884,"share":"https://www.laohu8.com/m/news/1148341685?lang=zh_CN&edition=full","pubTime":"2021-09-15 07:08","market":"us","language":"en","title":"U.S. stocks close lower on worries over recovery, corporate tax hikes<blockquote>美国股市因对复苏和企业增税的担忧而收低</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148341685","media":"Reuters","summary":"NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing","content":"<p>NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing likelihood of a corporate tax rate hike dampened investor sentiment and prompted a broad sell-off despite signs of easing inflation.</p><p><blockquote>路透纽约-华尔街周二下跌，原因是经济不确定性和企业税率上调的可能性越来越大，抑制了投资者情绪，并引发了广泛的抛售，尽管通胀有缓解的迹象。</blockquote></p><p> Optimism faded throughout the session, reversing an initial rally following the Labor Department’s consumer price index report. All three major U.S. stock indexes ended in negative territory in a reminder that September is a historically rough month for stocks.</p><p><blockquote>整个交易日乐观情绪消退，扭转了劳工部消费者价格指数报告发布后最初的涨势。美国三大股指均收于负值，提醒人们9月份对于股市来说是历史上艰难的一个月。</blockquote></p><p> So far this month the S&amp;P 500 is down nearly 1.8% even as the benchmark index has gained over 18% since the beginning of the year.</p><p><blockquote>本月迄今为止，标普500已下跌近1.8%，尽管基准指数自年初以来已上涨超过18%。</blockquote></p><p> “There is a possibility that the market is simply ready to go through an overdue correction,” said Sam Stovall, chief investment strategist at CFRA Research in New York. “From a seasonality perspective, September tends to be the window dressing period for fund managers.”</p><p><blockquote>纽约CFRA Research首席投资策略师Sam Stovall表示：“市场有可能只是准备好经历一次迟来的调整。”“从季节性来看，9月往往是基金经理的粉饰期。”</blockquote></p><p> The advent of the highly contagious Delta COVID variant has driven an increase in bearish sentiment regarding the recovery from the global health crisis, and many now expect a substantial correction in stock markets by the end of the year.</p><p><blockquote>高度传染性的Delta COVID变种的出现导致人们对从全球健康危机中复苏的看跌情绪增加，许多人现在预计股市将在今年年底前大幅调整。</blockquote></p><p> “We’re still in a corrective mode that people have been calling for months,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “Economic data points have been missing estimates, and that has coincided with the rise in the Delta variant.”</p><p><blockquote>芝加哥Kingsview Asset Management投资组合经理保罗·诺尔特(Paul Nolte)表示：“我们仍处于人们几个月来一直呼吁的纠正模式。”“经济数据点一直低于预期，而这与德尔塔变异毒株的上升同时发生。”</blockquote></p><p> The CPI report delivered a lower-than-consensus August reading, a deceleration that supports Federal Reserve Chairman Jerome Powell’s assertion that spiking inflation is transitory and calms market fears that the central bank will begin tightening monetary policy sooner than expected.</p><p><blockquote>CPI报告公布的8月份读数低于市场普遍预期，这一减速支持了美联储主席杰罗姆·鲍威尔的说法，即通胀飙升是暂时的，并平息了市场对美联储将比预期更早开始收紧货币政策的担忧。</blockquote></p><p> U.S. Treasury yields dropped on the data, which pressured financial stocks, and investor favor pivoted back to growth at the expense of value. [US/]</p><p><blockquote>美国国债收益率因数据而下跌，这给金融股带来压力，投资者的青睐转向增长，而牺牲了价值。[美国/]</blockquote></p><p> The long expected corporate tax hikes, to 26.5% from 21% if Democrats prevail, are coming nearer to fruition with U.S. President Joe Biden’s $3.5 trillion budget package inching closer to passage.</p><p><blockquote>随着美国总统乔·拜登（Joe Biden）的3.5万亿美元预算计划逐渐接近通过，人们期待已久的公司税上调（如果民主党获胜，将从21%上调至26.5%）即将实现。</blockquote></p><p> The Dow Jones Industrial Average fell 292.06 points, or 0.84%, to 34,577.57; the S&amp;P 500 lost 25.68 points, or 0.57%, at 4,443.05; and the Nasdaq Composite dropped 67.82 points, or 0.45%, to 15,037.76.</p><p><blockquote>道琼工业指数跌292.06点，或0.84%，报34577.57点；标普500跌25.68点，跌幅0.57%，报4,443.05点；纳斯达克综合指数下跌67.82点，跌幅0.45%，至15037.76点。</blockquote></p><p> All 11 major sectors in the S&amp;P 500 ended the session red, with energy and financials suffering the largest percentage drops.</p><p><blockquote>标普500 11大板块全部收红，能源和金融板块跌幅最大。</blockquote></p><p> Apple Inc unveiled its iPhone 13 and added new features to its iPad and Apple Watch gadgets in its biggest product launch event of the year as the company faces increased scrutiny in the courts over its business practices. Its shares closed down 1.0% and were the heaviest drag on the S&amp;P 500 and the Nasdaq.</p><p><blockquote>苹果公司在今年最大的产品发布会上推出了iPhone 13，并为其iPad和苹果手表设备添加了新功能，因为该公司面临着法院对其商业行为的更严格审查。其股价收盘下跌1.0%，对标普500和纳斯达克拖累最大。</blockquote></p><p> Intuit Inc gained 1.9% following the TurboTax maker’s announcement that it would acquire digital marketing company Mailchimp for $12 billion.</p><p><blockquote>TurboTax制造商Intuit Inc宣布将以120亿美元收购数字营销公司Mailchimp后，该公司股价上涨1.9%。</blockquote></p><p> CureVac slid 8.0% after the German biotechnology company canceled manufacturing deals for its experimental COVID-19 vaccine.</p><p><blockquote>德国生物技术公司CureVac取消其实验性COVID-19疫苗的生产交易后，股价下跌8.0%。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 2.25-to-1 ratio; on Nasdaq, a 2.40-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为2.25比1；在纳斯达克，2.40比1的比率有利于下跌股。</blockquote></p><p> The S&amp;P 500 posted two new 52-week highs and two new lows; the Nasdaq Composite recorded 50 new highs and 107 new lows.</p><p><blockquote>标普500创下两个52周新高和两个新低；纳斯达克综合指数录得50个新高和107个新低。</blockquote></p><p> Volume on U.S. exchanges was 10.07 billion shares, compared with the 9.38 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为100.7亿股，而过去20个交易日的平均成交量为93.8亿股。</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>U.S. stocks close lower on worries over recovery, corporate tax hikes<blockquote>美国股市因对复苏和企业增税的担忧而收低</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\">\nU.S. stocks close lower on worries over recovery, corporate tax hikes<blockquote>美国股市因对复苏和企业增税的担忧而收低</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-09-15 07:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing likelihood of a corporate tax rate hike dampened investor sentiment and prompted a broad sell-off despite signs of easing inflation.</p><p><blockquote>路透纽约-华尔街周二下跌，原因是经济不确定性和企业税率上调的可能性越来越大，抑制了投资者情绪，并引发了广泛的抛售，尽管通胀有缓解的迹象。</blockquote></p><p> Optimism faded throughout the session, reversing an initial rally following the Labor Department’s consumer price index report. All three major U.S. stock indexes ended in negative territory in a reminder that September is a historically rough month for stocks.</p><p><blockquote>整个交易日乐观情绪消退，扭转了劳工部消费者价格指数报告发布后最初的涨势。美国三大股指均收于负值，提醒人们9月份对于股市来说是历史上艰难的一个月。</blockquote></p><p> So far this month the S&amp;P 500 is down nearly 1.8% even as the benchmark index has gained over 18% since the beginning of the year.</p><p><blockquote>本月迄今为止，标普500已下跌近1.8%，尽管基准指数自年初以来已上涨超过18%。</blockquote></p><p> “There is a possibility that the market is simply ready to go through an overdue correction,” said Sam Stovall, chief investment strategist at CFRA Research in New York. “From a seasonality perspective, September tends to be the window dressing period for fund managers.”</p><p><blockquote>纽约CFRA Research首席投资策略师Sam Stovall表示：“市场有可能只是准备好经历一次迟来的调整。”“从季节性来看，9月往往是基金经理的粉饰期。”</blockquote></p><p> The advent of the highly contagious Delta COVID variant has driven an increase in bearish sentiment regarding the recovery from the global health crisis, and many now expect a substantial correction in stock markets by the end of the year.</p><p><blockquote>高度传染性的Delta COVID变种的出现导致人们对从全球健康危机中复苏的看跌情绪增加，许多人现在预计股市将在今年年底前大幅调整。</blockquote></p><p> “We’re still in a corrective mode that people have been calling for months,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “Economic data points have been missing estimates, and that has coincided with the rise in the Delta variant.”</p><p><blockquote>芝加哥Kingsview Asset Management投资组合经理保罗·诺尔特(Paul Nolte)表示：“我们仍处于人们几个月来一直呼吁的纠正模式。”“经济数据点一直低于预期，而这与德尔塔变异毒株的上升同时发生。”</blockquote></p><p> The CPI report delivered a lower-than-consensus August reading, a deceleration that supports Federal Reserve Chairman Jerome Powell’s assertion that spiking inflation is transitory and calms market fears that the central bank will begin tightening monetary policy sooner than expected.</p><p><blockquote>CPI报告公布的8月份读数低于市场普遍预期，这一减速支持了美联储主席杰罗姆·鲍威尔的说法，即通胀飙升是暂时的，并平息了市场对美联储将比预期更早开始收紧货币政策的担忧。</blockquote></p><p> U.S. Treasury yields dropped on the data, which pressured financial stocks, and investor favor pivoted back to growth at the expense of value. [US/]</p><p><blockquote>美国国债收益率因数据而下跌，这给金融股带来压力，投资者的青睐转向增长，而牺牲了价值。[美国/]</blockquote></p><p> The long expected corporate tax hikes, to 26.5% from 21% if Democrats prevail, are coming nearer to fruition with U.S. President Joe Biden’s $3.5 trillion budget package inching closer to passage.</p><p><blockquote>随着美国总统乔·拜登（Joe Biden）的3.5万亿美元预算计划逐渐接近通过，人们期待已久的公司税上调（如果民主党获胜，将从21%上调至26.5%）即将实现。</blockquote></p><p> The Dow Jones Industrial Average fell 292.06 points, or 0.84%, to 34,577.57; the S&amp;P 500 lost 25.68 points, or 0.57%, at 4,443.05; and the Nasdaq Composite dropped 67.82 points, or 0.45%, to 15,037.76.</p><p><blockquote>道琼工业指数跌292.06点，或0.84%，报34577.57点；标普500跌25.68点，跌幅0.57%，报4,443.05点；纳斯达克综合指数下跌67.82点，跌幅0.45%，至15037.76点。</blockquote></p><p> All 11 major sectors in the S&amp;P 500 ended the session red, with energy and financials suffering the largest percentage drops.</p><p><blockquote>标普500 11大板块全部收红，能源和金融板块跌幅最大。</blockquote></p><p> Apple Inc unveiled its iPhone 13 and added new features to its iPad and Apple Watch gadgets in its biggest product launch event of the year as the company faces increased scrutiny in the courts over its business practices. Its shares closed down 1.0% and were the heaviest drag on the S&amp;P 500 and the Nasdaq.</p><p><blockquote>苹果公司在今年最大的产品发布会上推出了iPhone 13，并为其iPad和苹果手表设备添加了新功能，因为该公司面临着法院对其商业行为的更严格审查。其股价收盘下跌1.0%，对标普500和纳斯达克拖累最大。</blockquote></p><p> Intuit Inc gained 1.9% following the TurboTax maker’s announcement that it would acquire digital marketing company Mailchimp for $12 billion.</p><p><blockquote>TurboTax制造商Intuit Inc宣布将以120亿美元收购数字营销公司Mailchimp后，该公司股价上涨1.9%。</blockquote></p><p> CureVac slid 8.0% after the German biotechnology company canceled manufacturing deals for its experimental COVID-19 vaccine.</p><p><blockquote>德国生物技术公司CureVac取消其实验性COVID-19疫苗的生产交易后，股价下跌8.0%。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 2.25-to-1 ratio; on Nasdaq, a 2.40-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为2.25比1；在纳斯达克，2.40比1的比率有利于下跌股。</blockquote></p><p> The S&amp;P 500 posted two new 52-week highs and two new lows; the Nasdaq Composite recorded 50 new highs and 107 new lows.</p><p><blockquote>标普500创下两个52周新高和两个新低；纳斯达克综合指数录得50个新高和107个新低。</blockquote></p><p> Volume on U.S. exchanges was 10.07 billion shares, compared with the 9.38 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为100.7亿股，而过去20个交易日的平均成交量为93.8亿股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/usa-stocks/u-s-stocks-close-lower-on-worries-over-recovery-corporate-tax-hikes-idUSKBN2GA0W9\">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/u-s-stocks-close-lower-on-worries-over-recovery-corporate-tax-hikes-idUSKBN2GA0W9","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148341685","content_text":"NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing likelihood of a corporate tax rate hike dampened investor sentiment and prompted a broad sell-off despite signs of easing inflation.\nOptimism faded throughout the session, reversing an initial rally following the Labor Department’s consumer price index report. All three major U.S. stock indexes ended in negative territory in a reminder that September is a historically rough month for stocks.\nSo far this month the S&P 500 is down nearly 1.8% even as the benchmark index has gained over 18% since the beginning of the year.\n“There is a possibility that the market is simply ready to go through an overdue correction,” said Sam Stovall, chief investment strategist at CFRA Research in New York. “From a seasonality perspective, September tends to be the window dressing period for fund managers.”\nThe advent of the highly contagious Delta COVID variant has driven an increase in bearish sentiment regarding the recovery from the global health crisis, and many now expect a substantial correction in stock markets by the end of the year.\n“We’re still in a corrective mode that people have been calling for months,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “Economic data points have been missing estimates, and that has coincided with the rise in the Delta variant.”\nThe CPI report delivered a lower-than-consensus August reading, a deceleration that supports Federal Reserve Chairman Jerome Powell’s assertion that spiking inflation is transitory and calms market fears that the central bank will begin tightening monetary policy sooner than expected.\nU.S. Treasury yields dropped on the data, which pressured financial stocks, and investor favor pivoted back to growth at the expense of value. [US/]\nThe long expected corporate tax hikes, to 26.5% from 21% if Democrats prevail, are coming nearer to fruition with U.S. President Joe Biden’s $3.5 trillion budget package inching closer to passage.\nThe Dow Jones Industrial Average fell 292.06 points, or 0.84%, to 34,577.57; the S&P 500 lost 25.68 points, or 0.57%, at 4,443.05; and the Nasdaq Composite dropped 67.82 points, or 0.45%, to 15,037.76.\nAll 11 major sectors in the S&P 500 ended the session red, with energy and financials suffering the largest percentage drops.\nApple Inc unveiled its iPhone 13 and added new features to its iPad and Apple Watch gadgets in its biggest product launch event of the year as the company faces increased scrutiny in the courts over its business practices. Its shares closed down 1.0% and were the heaviest drag on the S&P 500 and the Nasdaq.\nIntuit Inc gained 1.9% following the TurboTax maker’s announcement that it would acquire digital marketing company Mailchimp for $12 billion.\nCureVac slid 8.0% after the German biotechnology company canceled manufacturing deals for its experimental COVID-19 vaccine.\nDeclining issues outnumbered advancing ones on the NYSE by a 2.25-to-1 ratio; on Nasdaq, a 2.40-to-1 ratio favored decliners.\nThe S&P 500 posted two new 52-week highs and two new lows; the Nasdaq Composite recorded 50 new highs and 107 new lows.\nVolume on U.S. exchanges was 10.07 billion shares, compared with the 9.38 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812465612,"gmtCreate":1630609730636,"gmtModify":1631891427202,"author":{"id":"3574379362062891","authorId":"3574379362062891","name":"teow0023","avatar":"https://static.tigerbbs.com/65fec6733e2cc640e16afc0ce4c21f79","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574379362062891","idStr":"3574379362062891"},"themes":[],"htmlText":"Like!","listText":"Like!","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/812465612","repostId":"1127482989","repostType":2,"isVote":1,"tweetType":1,"viewCount":2992,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835128628,"gmtCreate":1629695777364,"gmtModify":1631891427203,"author":{"id":"3574379362062891","authorId":"3574379362062891","name":"teow0023","avatar":"https://static.tigerbbs.com/65fec6733e2cc640e16afc0ce4c21f79","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574379362062891","idStr":"3574379362062891"},"themes":[],"htmlText":"Like!","listText":"Like!","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/835128628","repostId":"2161747692","repostType":4,"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832157554,"gmtCreate":1629600752178,"gmtModify":1631891427200,"author":{"id":"3574379362062891","authorId":"3574379362062891","name":"teow0023","avatar":"https://static.tigerbbs.com/65fec6733e2cc640e16afc0ce4c21f79","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574379362062891","idStr":"3574379362062891"},"themes":[],"htmlText":"Like!","listText":"Like!","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/832157554","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://www.laohu8.com/m/news/1151608193?lang=zh_CN&edition=full","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares半导体ETF较近期高点下跌超过6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中，芯片制造商受到的打击比大多数制造商都要严重。</blockquote></p><p> The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p><p><blockquote>iShares半导体ETF较近期高点下跌超过6%，而标普500、纳斯达克综合指数和道琼斯工业平均指数的跌幅为2%或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股值得买入？或者这个历史上周期性的行业是否会故技重施，进入持续下跌趋势，让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表，但如果您喜欢持有多年股票而不是租用几天，那么该集团是值得买入的。主要原因：“这次不一样。”</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>诚然，这些是投资中最可怕的词语之一。但芯片行业已经发生了如此大的变化，现在确实有所不同——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险，那你就是个傻瓜。我去看看那些。但首先，以下是该组织现在“更安全”的三个主要原因，以及过去几天我与之交谈的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>Impax Asset Management的投资组合经理David Winborne表示：“芯片行业的需求总是由产品周期驱动而繁荣和萧条。”<a href=\"https://laohu8.com/S/FBNC\">第一</a>个人电脑，然后是服务器，然后是电话。”但他表示，现在整个经济对芯片的需求已经扩大，因此长期增长情况更加可预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益“数字化”，从各个角度来看，终端市场需求更加多样化。将远程办公服务视为<a href=\"https://laohu8.com/S/ZM\">Zoom</a>看好该集团的Gabelli Funds投资组合经理兼科技分析师Hendi Susanto指出，在线购物、云服务、电动汽车、5G手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>Motley Fool芯片行业分析师John Rotonti表示：“现代数字经济的任何方面都离不开半导体。”“这意味着更多的芯片进入所有领域。长期需求是存在的。”</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p><p><blockquote>他不是在开玩笑。William Blair分析师Greg Scolaro预测，到2030年，芯片行业的收入将从2020年的4650亿美元翻一番，达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着你所听到的普遍供应短缺“可能要到明年年底才能得到解决”，他说<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师Vivek Arya。“这不仅仅是我们的观点，<a href=\"https://laohu8.com/S/AONE.U\">一</a>得到了大多数大客户的确认。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2.玩家已经巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上上下下，从设计到各种类型的设备生产商再到制造，行业参与者已经整合到罗通蒂·评级“赢得”的双头垄断或垄断中。</blockquote></p><p> In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p><p><blockquote>在芯片设计软件中，有Cadence Design Systems和Synopsys。在生产设备方面，公司在极紫外光刻（EUV）领域的ASML等专业领域占据主导地位。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好来赢得他们的利基或双头垄断地位。这使得投资者对它们很感兴趣。罗通蒂表示，整合还意味着参与者在定价和产能方面表现得更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所提升</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为，加上成本削减，意味着现在的盈利能力远高于历史水平。“过去几年，芯片制造的经济性有了很大改善，”温伯恩说。现金流或EBITDA利润率现在通常超过30%，而十年前还在20%左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere&amp;Co.的投资组合经理Lamar Villere指出，尽管芯片股的交易价格约为市场倍数，但它们看起来很便宜，因为它们是更好的公司。“他们的市盈率并不是泡沫。”</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>值得购买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近调查的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新的管理策略</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p><p><blockquote>尽管Thrivent的高级股票研究分析师Peter Karazeris有理由对该集团持谨慎态度（见下文），但他特别指出了两家公司，它们的业绩可能会因为在新管理层的领导下而得到提振：高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳健的盈利能力。高通最近受到了一次性问题的打击，例如德克萨斯州的恶劣天气导致生产中断，但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>正在从手机扩展到汽车、工业和物联网互联设备领域等新领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris还特别提到了Nvidia，该公司因其卓越的设计能力而从数据中心和游戏设备芯片需求中获得持续增长。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计，当像高通和英伟达这样的公司想要设计芯片时，他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool的Rotonti解释说，他们基于软件的设计工具帮助芯片创新者为他们的芯片创建蓝图，他挑出了这些名字。“他们不是世界上最快的种植者，但他们有很好的利润率。”他们也主宰着这个空间。</blockquote></p><p> <b>An EUV&nbsp;play</b></p><p><blockquote><b>EUV播放</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图放在硅上，台积电和三星等公司转向ASML。它的机器使用微小的光脉冲将芯片设计模板到硅片上，这一过程被称为极紫外光刻。“没有人知道如何做到这一点，”罗通蒂说。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说，它在供应做到这一点的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供应过剩</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多产品，这样就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne表示，希望到2025年生产70%的芯片，高于目前的5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>这里的结果是，有大量的政府支持来促进制造业——所以会有更多的支持。风险在于未来某个时候供应过剩。这也可能会推动芯片设备的购买，导致未来的平静，这可能会损害设备制造商的销售和利润趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来，像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计，这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair的Scolaro指出，使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流，但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>令人不安的信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人指数（PMI）在4月份达到顶峰，然后连续三个月减速。与此同时，芯片销售持续增长。在Thrivent跟踪这一指标的Karazeris指出，通常情况下，两者遵循相同的趋势。他将这种差异归因于库存建设，而库存建设的可持续性不如真实的终端市场需求。因此，他将这种背离视为芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器（DRAM）芯片定价的预测疲软。“这些通常是你在周期顶部而不是底部看到的事情，”卡拉泽里斯说。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但全球PMI放缓也有可能更多地反映了芯片短缺，而不是表明短缺并不真实（只是库存增加）。Leuthold经济学家兼策略师吉姆·保尔森(Jim Paulsen)表示：“这种分歧并不一定意味着芯片订单会滚动并死亡。这意味着芯片制造业必须迎头赶上。”</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如，福特刚刚宣布，由于芯片短缺，而不是潜在需求短缺，它不得不削减产量。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测，由于高储蓄率、就业和收入反弹以及被压抑的大件商品需求等因素，良好的经济增长是可持续的。如果他是对的，持续的经济实力将支持对所有使用芯片的产品的需求——包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</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>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</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\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-23 22:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares半导体ETF较近期高点下跌超过6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中，芯片制造商受到的打击比大多数制造商都要严重。</blockquote></p><p> The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p><p><blockquote>iShares半导体ETF较近期高点下跌超过6%，而标普500、纳斯达克综合指数和道琼斯工业平均指数的跌幅为2%或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股值得买入？或者这个历史上周期性的行业是否会故技重施，进入持续下跌趋势，让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表，但如果您喜欢持有多年股票而不是租用几天，那么该集团是值得买入的。主要原因：“这次不一样。”</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>诚然，这些是投资中最可怕的词语之一。但芯片行业已经发生了如此大的变化，现在确实有所不同——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险，那你就是个傻瓜。我去看看那些。但首先，以下是该组织现在“更安全”的三个主要原因，以及过去几天我与之交谈的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>Impax Asset Management的投资组合经理David Winborne表示：“芯片行业的需求总是由产品周期驱动而繁荣和萧条。”<a href=\"https://laohu8.com/S/FBNC\">第一</a>个人电脑，然后是服务器，然后是电话。”但他表示，现在整个经济对芯片的需求已经扩大，因此长期增长情况更加可预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益“数字化”，从各个角度来看，终端市场需求更加多样化。将远程办公服务视为<a href=\"https://laohu8.com/S/ZM\">Zoom</a>看好该集团的Gabelli Funds投资组合经理兼科技分析师Hendi Susanto指出，在线购物、云服务、电动汽车、5G手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>Motley Fool芯片行业分析师John Rotonti表示：“现代数字经济的任何方面都离不开半导体。”“这意味着更多的芯片进入所有领域。长期需求是存在的。”</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p><p><blockquote>他不是在开玩笑。William Blair分析师Greg Scolaro预测，到2030年，芯片行业的收入将从2020年的4650亿美元翻一番，达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着你所听到的普遍供应短缺“可能要到明年年底才能得到解决”，他说<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师Vivek Arya。“这不仅仅是我们的观点，<a href=\"https://laohu8.com/S/AONE.U\">一</a>得到了大多数大客户的确认。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2.玩家已经巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上上下下，从设计到各种类型的设备生产商再到制造，行业参与者已经整合到罗通蒂·评级“赢得”的双头垄断或垄断中。</blockquote></p><p> In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p><p><blockquote>在芯片设计软件中，有Cadence Design Systems和Synopsys。在生产设备方面，公司在极紫外光刻（EUV）领域的ASML等专业领域占据主导地位。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好来赢得他们的利基或双头垄断地位。这使得投资者对它们很感兴趣。罗通蒂表示，整合还意味着参与者在定价和产能方面表现得更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所提升</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为，加上成本削减，意味着现在的盈利能力远高于历史水平。“过去几年，芯片制造的经济性有了很大改善，”温伯恩说。现金流或EBITDA利润率现在通常超过30%，而十年前还在20%左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere&amp;Co.的投资组合经理Lamar Villere指出，尽管芯片股的交易价格约为市场倍数，但它们看起来很便宜，因为它们是更好的公司。“他们的市盈率并不是泡沫。”</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>值得购买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近调查的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新的管理策略</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p><p><blockquote>尽管Thrivent的高级股票研究分析师Peter Karazeris有理由对该集团持谨慎态度（见下文），但他特别指出了两家公司，它们的业绩可能会因为在新管理层的领导下而得到提振：高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳健的盈利能力。高通最近受到了一次性问题的打击，例如德克萨斯州的恶劣天气导致生产中断，但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>正在从手机扩展到汽车、工业和物联网互联设备领域等新领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris还特别提到了Nvidia，该公司因其卓越的设计能力而从数据中心和游戏设备芯片需求中获得持续增长。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计，当像高通和英伟达这样的公司想要设计芯片时，他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool的Rotonti解释说，他们基于软件的设计工具帮助芯片创新者为他们的芯片创建蓝图，他挑出了这些名字。“他们不是世界上最快的种植者，但他们有很好的利润率。”他们也主宰着这个空间。</blockquote></p><p> <b>An EUV&nbsp;play</b></p><p><blockquote><b>EUV播放</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图放在硅上，台积电和三星等公司转向ASML。它的机器使用微小的光脉冲将芯片设计模板到硅片上，这一过程被称为极紫外光刻。“没有人知道如何做到这一点，”罗通蒂说。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说，它在供应做到这一点的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供应过剩</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多产品，这样就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne表示，希望到2025年生产70%的芯片，高于目前的5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>这里的结果是，有大量的政府支持来促进制造业——所以会有更多的支持。风险在于未来某个时候供应过剩。这也可能会推动芯片设备的购买，导致未来的平静，这可能会损害设备制造商的销售和利润趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来，像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计，这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair的Scolaro指出，使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流，但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>令人不安的信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人指数（PMI）在4月份达到顶峰，然后连续三个月减速。与此同时，芯片销售持续增长。在Thrivent跟踪这一指标的Karazeris指出，通常情况下，两者遵循相同的趋势。他将这种差异归因于库存建设，而库存建设的可持续性不如真实的终端市场需求。因此，他将这种背离视为芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器（DRAM）芯片定价的预测疲软。“这些通常是你在周期顶部而不是底部看到的事情，”卡拉泽里斯说。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但全球PMI放缓也有可能更多地反映了芯片短缺，而不是表明短缺并不真实（只是库存增加）。Leuthold经济学家兼策略师吉姆·保尔森(Jim Paulsen)表示：“这种分歧并不一定意味着芯片订单会滚动并死亡。这意味着芯片制造业必须迎头赶上。”</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如，福特刚刚宣布，由于芯片短缺，而不是潜在需求短缺，它不得不削减产量。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测，由于高储蓄率、就业和收入反弹以及被压抑的大件商品需求等因素，良好的经济增长是可持续的。如果他是对的，持续的经济实力将支持对所有使用芯片的产品的需求——包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?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":{"GOOGL":"谷歌A","CDNS":"铿腾电子","ASML":"阿斯麦","SOXX":"iShares费城交易所半导体ETF","TSM":"台积电","QCOM":"高通","ON":"安森美半导体","SSNLF":"三星电子","AMZN":"亚马逊","AAPL":"苹果","NVDA":"英伟达","GOOG":"谷歌","SNPS":"新思科技"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1,"symbols_score_info":{"AAPL":0.9,"ASML":0.9,"TSM":0.9,"CDNS":0.9,"NVDA":0.9,"SNPS":0.9,"QCOM":0.9,"AMZN":0.9,"GOOG":0.9,"GOOGL":0.9,"ON":0.9,"SOXX":0.9,"SSNLF":0.9}},"isVote":1,"tweetType":1,"viewCount":848,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836985523,"gmtCreate":1629447657062,"gmtModify":1631891427203,"author":{"id":"3574379362062891","authorId":"3574379362062891","name":"teow0023","avatar":"https://static.tigerbbs.com/65fec6733e2cc640e16afc0ce4c21f79","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574379362062891","idStr":"3574379362062891"},"themes":[],"htmlText":"Like!","listText":"Like!","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/836985523","repostId":"1172431375","repostType":4,"repost":{"id":"1172431375","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":1629447053,"share":"https://www.laohu8.com/m/news/1172431375?lang=zh_CN&edition=full","pubTime":"2021-08-20 16:10","market":"us","language":"en","title":"Some China concepts stocks sink in morning trading<blockquote>部分中概股早盘下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1172431375","media":"Tiger Newspress","summary":"(Aug 20) Some China concepts stocks sink in morning trading.\nChina has passed legislation setting ou","content":"<p>(Aug 20)&nbsp;Some China concepts stocks sink&nbsp;in morning trading.</p><p><blockquote>（8月20日）部分中概股早盘下跌。</blockquote></p><p> China has passed legislation setting out tougher rules for how companies handle user data, a move pushing forward its campaign to curb big tech’s influence.</p><p><blockquote>中国已通过立法，对公司如何处理用户数据制定了更严格的规则，此举推动了遏制大型科技公司影响力的运动。</blockquote></p><p> The legislature of the Asian nation approved the Personal Information Protection Law, the China Central Televisionsaidin a report on Friday morning.</p><p><blockquote>中国中央电视台在周五上午的一篇报道中称，这个亚洲国家的立法机构批准了个人信息保护法。</blockquote></p><p> Details of the new legislation were not immediately released but earlier drafts required firms to get user consent to collect, use and share information, and to provide a way for them to opt out. Companies found breaking the rules could face fines of up to 50 million yuan ($7.7 million) or 5% of their annual revenue.</p><p><blockquote>新立法的细节没有立即公布，但早期草案要求公司获得用户同意才能收集、使用和共享信息，并为他们提供选择退出的方式。被发现违反规定的公司可能面临最高5000万元人民币（770万美元）或年收入5%的罚款。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ed268d42ce40d8a2b2bce492d8506bad\" tg-width=\"272\" tg-height=\"848\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Some China concepts stocks sink in morning trading<blockquote>部分中概股早盘下跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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\">\nSome China concepts stocks sink in morning trading<blockquote>部分中概股早盘下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-20 16:10</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Aug 20)&nbsp;Some China concepts stocks sink&nbsp;in morning trading.</p><p><blockquote>（8月20日）部分中概股早盘下跌。</blockquote></p><p> China has passed legislation setting out tougher rules for how companies handle user data, a move pushing forward its campaign to curb big tech’s influence.</p><p><blockquote>中国已通过立法，对公司如何处理用户数据制定了更严格的规则，此举推动了遏制大型科技公司影响力的运动。</blockquote></p><p> The legislature of the Asian nation approved the Personal Information Protection Law, the China Central Televisionsaidin a report on Friday morning.</p><p><blockquote>中国中央电视台在周五上午的一篇报道中称，这个亚洲国家的立法机构批准了个人信息保护法。</blockquote></p><p> Details of the new legislation were not immediately released but earlier drafts required firms to get user consent to collect, use and share information, and to provide a way for them to opt out. Companies found breaking the rules could face fines of up to 50 million yuan ($7.7 million) or 5% of their annual revenue.</p><p><blockquote>新立法的细节没有立即公布，但早期草案要求公司获得用户同意才能收集、使用和共享信息，并为他们提供选择退出的方式。被发现违反规定的公司可能面临最高5000万元人民币（770万美元）或年收入5%的罚款。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ed268d42ce40d8a2b2bce492d8506bad\" tg-width=\"272\" tg-height=\"848\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172431375","content_text":"(Aug 20) Some China concepts stocks sink in morning trading.\nChina has passed legislation setting out tougher rules for how companies handle user data, a move pushing forward its campaign to curb big tech’s influence.\nThe legislature of the Asian nation approved the Personal Information Protection Law, the China Central Televisionsaidin a report on Friday morning.\nDetails of the new legislation were not immediately released but earlier drafts required firms to get user consent to collect, use and share information, and to provide a way for them to opt out. Companies found breaking the rules could face fines of up to 50 million yuan ($7.7 million) or 5% of their annual revenue.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838130795,"gmtCreate":1629380184117,"gmtModify":1631891427215,"author":{"id":"3574379362062891","authorId":"3574379362062891","name":"teow0023","avatar":"https://static.tigerbbs.com/65fec6733e2cc640e16afc0ce4c21f79","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574379362062891","idStr":"3574379362062891"},"themes":[],"htmlText":"Like!","listText":"Like!","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/838130795","repostId":"1126990600","repostType":4,"isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831169163,"gmtCreate":1629295388352,"gmtModify":1631891427215,"author":{"id":"3574379362062891","authorId":"3574379362062891","name":"teow0023","avatar":"https://static.tigerbbs.com/65fec6733e2cc640e16afc0ce4c21f79","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574379362062891","idStr":"3574379362062891"},"themes":[],"htmlText":"Like!","listText":"Like!","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/831169163","repostId":"1137085991","repostType":4,"isVote":1,"tweetType":1,"viewCount":586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839908503,"gmtCreate":1629112716702,"gmtModify":1631891427219,"author":{"id":"3574379362062891","authorId":"3574379362062891","name":"teow0023","avatar":"https://static.tigerbbs.com/65fec6733e2cc640e16afc0ce4c21f79","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574379362062891","idStr":"3574379362062891"},"themes":[],"htmlText":"Like!","listText":"Like!","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839908503","repostId":"2159248377","repostType":4,"isVote":1,"tweetType":1,"viewCount":921,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898236304,"gmtCreate":1628499226808,"gmtModify":1631891427220,"author":{"id":"3574379362062891","authorId":"3574379362062891","name":"teow0023","avatar":"https://static.tigerbbs.com/65fec6733e2cc640e16afc0ce4c21f79","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574379362062891","idStr":"3574379362062891"},"themes":[],"htmlText":"Like!","listText":"Like!","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/898236304","repostId":"2157492988","repostType":4,"isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899809049,"gmtCreate":1628171783881,"gmtModify":1631893303660,"author":{"id":"3574379362062891","authorId":"3574379362062891","name":"teow0023","avatar":"https://static.tigerbbs.com/65fec6733e2cc640e16afc0ce4c21f79","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574379362062891","idStr":"3574379362062891"},"themes":[],"htmlText":"Like!","listText":"Like!","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899809049","repostId":"1164213999","repostType":4,"repost":{"id":"1164213999","kind":"news","pubTimestamp":1628168662,"share":"https://www.laohu8.com/m/news/1164213999?lang=zh_CN&edition=full","pubTime":"2021-08-05 21:04","market":"us","language":"en","title":"Nintendo Needs More Than Flashy Buybacks<blockquote>任天堂需要的不仅仅是华丽的回购</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1164213999","media":"The Wall Street Journal","summary":"A big share buyback will help cushion the blow from disappointing results, but isn’t a strategy for ","content":"<p>  A big share buyback will help cushion the blow from disappointing results, but isn’t a strategy for the future.  A surprise share buyback from Japanese gaming champion&nbsp;&nbsp;<a href=\"https://laohu8.com/S/NTDOF\">Nintendo Co., Ltd.</a> &nbsp;should help soothe investors who have held on as the stock dropped more than 10% this year.</p><p><blockquote>大规模股票回购将有助于缓解令人失望的业绩带来的打击，但并不是未来的战略。日本游戏冠军出人意料地回购股票<a href=\"https://laohu8.com/S/NTDOF\">任天堂有限公司。</a>应该有助于安抚因该股今年下跌超过10%而持有的投资者。</blockquote></p><p> Nintendo is clearly cash rich, but it needs to articulate a clearer vision for the future as the stay-at-home boost from the pandemic fades.</p><p><blockquote>任天堂显然现金充裕，但随着疫情带来的居家刺激消退，它需要对未来阐明更清晰的愿景。</blockquote></p><p> The Japanese game company on Thursday reported a 17% decline in operating profit for the quarter ending in June, while revenue dropped 10%—both lower than analysts’ estimates on S&amp;P Global Market Intelligence. Nintendo’s profit decline isn’t a surprise given its exceptional performance last year due to stay-at-home demand. The company sold fewer of its Switch consoles and games during the quarter, compared with the same period last year. “Animal Crossing: <a href=\"https://laohu8.com/S/NGD\">New</a> Horizons,” released in April last year, isone of its fastest-selling games. Component shortages also continue to be an issue in production and distribution of its consoles.</p><p><blockquote>这家日本游戏公司周四公布，截至6月份的季度营业利润下降17%，收入下降10%，均低于标准普尔全球市场情报分析师的预期。鉴于任天堂去年因居家需求而表现出色，其利润下降并不令人意外。与去年同期相比，该公司本季度Switch游戏机和游戏的销量有所减少。《动物森友会：<a href=\"https://laohu8.com/S/NGD\">新的</a>去年4月发行的《地平线》是其销量最快的游戏之一。组件短缺也仍然是其游戏机生产和分销中的一个问题。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b38cf9edfa865e3ae218e7f218ee829b\" tg-width=\"327\" tg-height=\"412\" referrerpolicy=\"no-referrer\">What surprised investors is Nintendo’s decision to spend up to ¥100 billion, the equivalent of $910 million, to buy back 1.51% of its own stock. Buybacks arerare for the Japanese company—last <a href=\"https://laohu8.com/S/AONE.U\">one</a> was around ¥30 billion in 2019. <a href=\"https://laohu8.com/S/ISBC\">Investors</a> have long hoped Nintendo wouldimprove its capital allocation. The company is sitting on around $10 billion of cash as well as nearly $6 billion of securities. Nintendo said its strong cash position, due to better-than-expected business from Switch, is the reason for the buyback. That seems to indicate it could just be a one-off since the boost from Covid-19 likely won’t be repeated.</p><p><blockquote>令投资者惊讶的是，任天堂决定斥资高达1000亿日元（相当于9.1亿美元）回购1.51%的自有股票。这家日本公司的回购即将到来——最后<a href=\"https://laohu8.com/S/AONE.U\">一</a>2019年约为300亿日元。<a href=\"https://laohu8.com/S/ISBC\">投资者</a>长期以来一直希望任天堂能够改善其资本配置。该公司坐拥约100亿美元现金以及近60亿美元证券。任天堂表示，由于Switch的业务好于预期，其强劲的现金状况是回购的原因。这似乎表明这可能只是一次性的，因为Covid-19的提振可能不会重复。</blockquote></p><p> The rare buyback will likely boost Nintendo’s share price in the short term, but the company needs to prepare for leaner times ahead too. The stock has dropped 14% this year, underperforming the broader Japanese market as well as peers such asSony.One worry is thetraditionally cyclical natureof the console business. The pandemic has probably prolonged the cycle, but the Switch console is likely past the middle, entering its fifth year. Growing Nintendo’s online business would help improve margins. Better use of its popular intellectual properties could also help diversify income sources.</p><p><blockquote>这次罕见的回购可能会在短期内提振任天堂的股价，但该公司也需要为未来的困难时期做好准备。该股今年已下跌14%，表现逊于日本大盘以及索尼等同行。一个担忧是游戏机业务传统上的周期性。疫情可能延长了周期，但Switch控制台很可能已经过了中间阶段，进入第五个年头。任天堂在线业务的增长将有助于提高利润率。更好地利用其受欢迎的知识产权也有助于实现收入来源的多样化。</blockquote></p><p> Nintendo reaped a windfall from the pandemic. Now it needs to convince investors it has a plan for the world after.</p><p><blockquote>任天堂从疫情获得了一笔意外之财。现在，它需要让投资者相信，它对未来的世界有一个计划。</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>Nintendo Needs More Than Flashy Buybacks<blockquote>任天堂需要的不仅仅是华丽的回购</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\">\nNintendo Needs More Than Flashy Buybacks<blockquote>任天堂需要的不仅仅是华丽的回购</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-08-05 21:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  A big share buyback will help cushion the blow from disappointing results, but isn’t a strategy for the future.  A surprise share buyback from Japanese gaming champion&nbsp;&nbsp;<a href=\"https://laohu8.com/S/NTDOF\">Nintendo Co., Ltd.</a> &nbsp;should help soothe investors who have held on as the stock dropped more than 10% this year.</p><p><blockquote>大规模股票回购将有助于缓解令人失望的业绩带来的打击，但并不是未来的战略。日本游戏冠军出人意料地回购股票<a href=\"https://laohu8.com/S/NTDOF\">任天堂有限公司。</a>应该有助于安抚因该股今年下跌超过10%而持有的投资者。</blockquote></p><p> Nintendo is clearly cash rich, but it needs to articulate a clearer vision for the future as the stay-at-home boost from the pandemic fades.</p><p><blockquote>任天堂显然现金充裕，但随着疫情带来的居家刺激消退，它需要对未来阐明更清晰的愿景。</blockquote></p><p> The Japanese game company on Thursday reported a 17% decline in operating profit for the quarter ending in June, while revenue dropped 10%—both lower than analysts’ estimates on S&amp;P Global Market Intelligence. Nintendo’s profit decline isn’t a surprise given its exceptional performance last year due to stay-at-home demand. The company sold fewer of its Switch consoles and games during the quarter, compared with the same period last year. “Animal Crossing: <a href=\"https://laohu8.com/S/NGD\">New</a> Horizons,” released in April last year, isone of its fastest-selling games. Component shortages also continue to be an issue in production and distribution of its consoles.</p><p><blockquote>这家日本游戏公司周四公布，截至6月份的季度营业利润下降17%，收入下降10%，均低于标准普尔全球市场情报分析师的预期。鉴于任天堂去年因居家需求而表现出色，其利润下降并不令人意外。与去年同期相比，该公司本季度Switch游戏机和游戏的销量有所减少。《动物森友会：<a href=\"https://laohu8.com/S/NGD\">新的</a>去年4月发行的《地平线》是其销量最快的游戏之一。组件短缺也仍然是其游戏机生产和分销中的一个问题。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b38cf9edfa865e3ae218e7f218ee829b\" tg-width=\"327\" tg-height=\"412\" referrerpolicy=\"no-referrer\">What surprised investors is Nintendo’s decision to spend up to ¥100 billion, the equivalent of $910 million, to buy back 1.51% of its own stock. Buybacks arerare for the Japanese company—last <a href=\"https://laohu8.com/S/AONE.U\">one</a> was around ¥30 billion in 2019. <a href=\"https://laohu8.com/S/ISBC\">Investors</a> have long hoped Nintendo wouldimprove its capital allocation. The company is sitting on around $10 billion of cash as well as nearly $6 billion of securities. Nintendo said its strong cash position, due to better-than-expected business from Switch, is the reason for the buyback. That seems to indicate it could just be a one-off since the boost from Covid-19 likely won’t be repeated.</p><p><blockquote>令投资者惊讶的是，任天堂决定斥资高达1000亿日元（相当于9.1亿美元）回购1.51%的自有股票。这家日本公司的回购即将到来——最后<a href=\"https://laohu8.com/S/AONE.U\">一</a>2019年约为300亿日元。<a href=\"https://laohu8.com/S/ISBC\">投资者</a>长期以来一直希望任天堂能够改善其资本配置。该公司坐拥约100亿美元现金以及近60亿美元证券。任天堂表示，由于Switch的业务好于预期，其强劲的现金状况是回购的原因。这似乎表明这可能只是一次性的，因为Covid-19的提振可能不会重复。</blockquote></p><p> The rare buyback will likely boost Nintendo’s share price in the short term, but the company needs to prepare for leaner times ahead too. The stock has dropped 14% this year, underperforming the broader Japanese market as well as peers such asSony.One worry is thetraditionally cyclical natureof the console business. The pandemic has probably prolonged the cycle, but the Switch console is likely past the middle, entering its fifth year. Growing Nintendo’s online business would help improve margins. Better use of its popular intellectual properties could also help diversify income sources.</p><p><blockquote>这次罕见的回购可能会在短期内提振任天堂的股价，但该公司也需要为未来的困难时期做好准备。该股今年已下跌14%，表现逊于日本大盘以及索尼等同行。一个担忧是游戏机业务传统上的周期性。疫情可能延长了周期，但Switch控制台很可能已经过了中间阶段，进入第五个年头。任天堂在线业务的增长将有助于提高利润率。更好地利用其受欢迎的知识产权也有助于实现收入来源的多样化。</blockquote></p><p> Nintendo reaped a windfall from the pandemic. Now it needs to convince investors it has a plan for the world after.</p><p><blockquote>任天堂从疫情获得了一笔意外之财。现在，它需要让投资者相信，它对未来的世界有一个计划。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/nintendo-needs-more-than-flashy-buybacks-11628159382?mod=markets_lead_pos10\">The 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":{"NTDOY":"任天堂","NTDOF":"Nintendo Co., Ltd."},"source_url":"https://www.wsj.com/articles/nintendo-needs-more-than-flashy-buybacks-11628159382?mod=markets_lead_pos10","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164213999","content_text":"A big share buyback will help cushion the blow from disappointing results, but isn’t a strategy for the future.\n\nA surprise share buyback from Japanese gaming champion  Nintendo Co., Ltd.  should help soothe investors who have held on as the stock dropped more than 10% this year.\nNintendo is clearly cash rich, but it needs to articulate a clearer vision for the future as the stay-at-home boost from the pandemic fades.\nThe Japanese game company on Thursday reported a 17% decline in operating profit for the quarter ending in June, while revenue dropped 10%—both lower than analysts’ estimates on S&P Global Market Intelligence. Nintendo’s profit decline isn’t a surprise given its exceptional performance last year due to stay-at-home demand. The company sold fewer of its Switch consoles and games during the quarter, compared with the same period last year. “Animal Crossing: New Horizons,” released in April last year, isone of its fastest-selling games. Component shortages also continue to be an issue in production and distribution of its consoles.\nWhat surprised investors is Nintendo’s decision to spend up to ¥100 billion, the equivalent of $910 million, to buy back 1.51% of its own stock. Buybacks arerare for the Japanese company—last one was around ¥30 billion in 2019. Investors have long hoped Nintendo wouldimprove its capital allocation. The company is sitting on around $10 billion of cash as well as nearly $6 billion of securities. Nintendo said its strong cash position, due to better-than-expected business from Switch, is the reason for the buyback. That seems to indicate it could just be a one-off since the boost from Covid-19 likely won’t be repeated.\nThe rare buyback will likely boost Nintendo’s share price in the short term, but the company needs to prepare for leaner times ahead too. The stock has dropped 14% this year, underperforming the broader Japanese market as well as peers such asSony.One worry is thetraditionally cyclical natureof the console business. The pandemic has probably prolonged the cycle, but the Switch console is likely past the middle, entering its fifth year. Growing Nintendo’s online business would help improve margins. Better use of its popular intellectual properties could also help diversify income sources.\nNintendo reaped a windfall from the pandemic. Now it needs to convince investors it has a plan for the world after.","news_type":1,"symbols_score_info":{"NTDOF":0.9,"NTDOY":0.9}},"isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807498786,"gmtCreate":1628047878645,"gmtModify":1631893303666,"author":{"id":"3574379362062891","authorId":"3574379362062891","name":"teow0023","avatar":"https://static.tigerbbs.com/65fec6733e2cc640e16afc0ce4c21f79","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574379362062891","idStr":"3574379362062891"},"themes":[],"htmlText":"Like!","listText":"Like!","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807498786","repostId":"1139592738","repostType":4,"repost":{"id":"1139592738","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":1628034340,"share":"https://www.laohu8.com/m/news/1139592738?lang=zh_CN&edition=full","pubTime":"2021-08-04 07:45","market":"us","language":"en","title":"Toplines After Hours US Market on Tuesday<blockquote>周二美国市场盘后顶线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1139592738","media":"Tiger Newspress","summary":"U.S. stock futures fell slightly on Tuesday night after the S&P 500 rose to another fresh record dur","content":"<p>U.S. stock futures fell slightly on Tuesday night after the S&amp;P 500 rose to another fresh record during the regular session.</p><p><blockquote>美国股指期货周二晚间小幅下跌，此前标普500在常规交易时段再创新高。</blockquote></p><p> At 8:35&nbsp;p.m. ET,Dow Jones Industrial Average futures fell 42 points, or 0.12%. S&amp;P 500 and Nasdaq 100 futures dipped 0.15% and 0.10%, respectively.</p><p><blockquote>晚上8点35分。美东时间，道琼斯工业平均指数期货下跌42点，跌幅0.12%。标普500和纳斯达克100期货分别下跌0.15%和0.10%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3f5ba0c10af5b0720fabcbaa7636c962\" tg-width=\"1080\" tg-height=\"396\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <b>Stocks making the biggest moves after hours:</b></p><p><blockquote><b>盘后涨幅最大的股票：</b></blockquote></p><p> Lyft&nbsp;(NASDAQ: LYFT)0.5% HIGHER;The ride sharing company’s reported quarterly results&nbsp;that beat analysts’ estimates. The company said demand continued growing in July even with heightened Covid-19 cases. Lyft reported a loss of 5 cents per share, compared to Wall Street forecasts of 24 cents per share.</p><p><blockquote>Lyft（纳斯达克：Lyft）上涨0.5%；这家乘车共享公司公布的季度业绩超出了分析师的预期。该公司表示，即使Covid-19病例增加，7月份的需求仍在继续增长。Lyft公布每股亏损5美分，而华尔街预期为每股亏损24美分。</blockquote></p><p> Caesars Entertainment&nbsp;(NASDAQ: CZR)2.6% HIGHER;The gaming and hotel chain's quarterly earnings report. Caesars reported earnings of 34 cents per share, beating analysts’ estimates by 52 cents, and revenue of $2.5 billion, also beating expectations. The company attributed its growth to a strengthening of the Las Vegas market as well as continued strength in regional markets.</p><p><blockquote>凯撒娱乐（纳斯达克：CZR）上涨2.6%；这家博彩和酒店连锁店的季度收益报告。凯撒公布每股收益34美分，超出分析师预期52美分，营收25亿美元，也超出预期。该公司将其增长归因于拉斯维加斯市场的走强以及区域市场的持续强劲。</blockquote></p><p> Activision Blizzard&nbsp;(NASDAQ: ATVI)6.1% HIGHER;The maker of “Call of Duty” and other video games saw its second-quarter earnings report. The company reported 91 cents per share and $1.92 billion in revenue, both of which beat analysts’ expectations. On Tuesday morning, the company announced president J. Allen Brack is leavingamid a harassment lawsuitagainst the firm.</p><p><blockquote>动视暴雪（纳斯达克：ATVI）上涨6.1%；《使命看涨期权》和其他视频游戏的制造商发布了第二季度收益报告。该公司公布每股91美分，营收19.2亿美元，均超出分析师预期。周二上午，该公司宣布总裁J.Allen Brack因针对该公司的骚扰诉讼而离职。</blockquote></p><p> Match Group(NASDAQ: MTCH)3.5% LOWER;Online dating company Match&nbsp;reported weaker than expected earnings, despite showing strong sales growth in the U.S. amid a recovering dating scene. Match — whose portfolio of brands includes Tinder, Hinge and OkCupid — reported 46 cents per share for the quarter, falling below Wall Street forecasts by 6 cents.</p><p><blockquote>Match Group（纳斯达克：MTCH）下跌3.5%；在线约会公司Match公布的盈利弱于预期，尽管在美国约会行业复苏的情况下显示出强劲的销售增长。Match的品牌组合包括Tinder、Hinge和OkCupid，该季度每股收益为46美分，比华尔街预期低6美分。</blockquote></p><p> Zymergen (NASDAQ: ZY)67% LOWER; no longer expects product revenue in 2021, announces CEO transition.</p><p><blockquote>Zymergen（纳斯达克：ZY）下跌67%；不再预期2021年的产品收入，宣布首席执行官过渡。</blockquote></p><p> Cerus (NASDAQ: CERS)13.5% HIGHER; reported Q2 EPS of ($0.09), in-line with the analyst estimate of ($0.09). Revenue for the quarter came in at $37.7 million versus the consensus estimate of $31.48 million. Cerus sees FY2021 revenue of $118-122 million, versus the consensus of $134.8 million.</p><p><blockquote>Cerus（纳斯达克：CERS）上涨13.5%；报告第二季度每股收益为(0.09美元)，与分析师预期的(0.09美元)一致。该季度营收为3770万美元，而市场普遍预期为3148万美元。Cerus预计2021财年收入为1.18-1.22亿美元，而市场普遍预期为1.348亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/LPSN\">LivePerson</a> (NASDAQ: LPSN)12.4% LOWER; reported Q2 GAAP EPS of ($0.31), which may not compare to the analyst estimate of ($0.13). Revenue for the quarter came in at $119.6 million versus the consensus estimate of $113.3 million. LivePerson sees Q3 2021 revenue of $117-119 million, versus the consensus of $117.92 million. LivePerson sees FY2021 revenue of $460-471 million, versus the consensus of $465.33 million.</p><p><blockquote><a href=\"https://laohu8.com/S/LPSN\">活人</a>（纳斯达克：LPSN）下跌12.4%；报告第二季度GAAP每股收益为(0.31美元)，可能无法与分析师预期的(0.13美元)相比。该季度营收为1.196亿美元，而市场普遍预期为1.133亿美元。LivePerson预计2021年第三季度收入为1.17-1.19亿美元，而市场普遍预期为1.1792亿美元。LivePerson预计2021财年收入为4.60-4.71亿美元，而市场普遍预期为4.6533亿美元。</blockquote></p><p> OraSure Technologies (NASDAQ: OSUR)8% LOWER; reported Q2 EPS of ($0.02), $0.06 worse than the analyst estimate of $0.04. Revenue for the quarter came in at $57.6 million versus the consensus estimate of $56.69 million. OraSure Technologies sees Q3 2021 revenue of $45-50 million, versus the consensus of $67.9 million. OraSure Technologies sees FY2021 revenue of $230 million, versus the consensus of $287.63 million.</p><p><blockquote>OraSure Technologies（纳斯达克：OSUR）下跌8%；报告第二季度每股收益为0.02美元，比分析师预期的0.04美元差0.06美元。该季度营收为5760万美元，而市场普遍预期为5669万美元。OraSure Technologies预计2021年第三季度收入为45-5000万美元，而市场普遍预期为6790万美元。OraSure Technologies预计2021财年收入为2.3亿美元，而市场普遍预期为2.8763亿美元。</blockquote></p><p> InVitae (NYSE: NVTA)8% HIGHER; reported Q2 EPS of ($0.85), $0.20 worse than the analyst estimate of ($0.65). Revenue for the quarter came in at $116.3 million versus the consensus estimate of $108.3 million. InVitae sees FY2021 revenue of $475-500 million, versus the consensus of $463 million.</p><p><blockquote>InVitae(NYSE：NVTA)上涨8%；报告第二季度每股收益为（0.85美元），比分析师预期的（0.65美元）差0.20美元。该季度营收为1.163亿美元，而市场普遍预期为1.083亿美元。InVitae预计2021财年收入为4.75-5亿美元，而市场普遍预期为4.63亿美元。</blockquote></p><p> Paycom Software (NYSE: PAYC) 6.7% HIGHER; reported Q2 EPS of $0.97, $0.13 better than the analyst estimate of $0.84. Revenue for the quarter came in at $242.1 million versus the consensus estimate of $232.12 million. Paycom Software sees FY2021 revenue of $1.036-1.038 billion, versus the consensus of $1.02 billion.</p><p><blockquote>Paycom Software(NYSE：PAYC)上涨6.7%；报告第二季度每股收益为0.97美元，比分析师预期的0.84美元高出0.13美元。该季度营收为2.421亿美元，而市场普遍预期为2.3212亿美元。Paycom Software预计2021财年收入为10.36-10.38亿美元，而市场普遍预期为10.2亿美元。</blockquote></p><p> RingCentral, Inc. (NYSE: RNG)3% HIGHER; reported Q2 EPS of $0.32, $0.04 better than the analyst estimate of $0.28. Revenue for the quarter came in at $379 million versus the consensus estimate of $359.51 million. RingCentral, Inc. sees FY2021 EPS of $1.28-$1.30, versus the consensus of $1.26. RingCentral, Inc. sees FY2021 revenue of $1.539-1.545 billion, versus the consensus of $1.51 billion.</p><p><blockquote>RingCentral公司（纽约证券交易所代码：RNG）上涨3%；报告第二季度每股收益为0.32美元，比分析师预期的0.28美元高出0.04美元。该季度营收为3.79亿美元，而市场普遍预期为3.5951亿美元。RingCentral，Inc.预计2021财年每股收益为1.28-1.30美元，而市场普遍预期为1.26美元。RingCentral，Inc.预计2021财年收入为15.39-15.45亿美元，而市场普遍预期为15.1亿美元。</blockquote></p><p> Cardlytics (NASDAQ: CDLX)2% LOWER; reported Q2 EPS of ($0.39), in-line with the analyst estimate of ($0.39). Revenue for the quarter came in at $58.9 million versus the consensus estimate of $62.81 million. Cardlytics sees Q3 2021 revenue of $57-66 million, versus the consensus of $71 million.</p><p><blockquote>Cardlytics（纳斯达克：CDLX）下跌2%；报告第二季度每股收益为(0.39美元)，与分析师预期的(0.39美元)一致。该季度营收为5890万美元，而市场普遍预期为6281万美元。Cardlytics预计2021年第三季度收入为57-6600万美元，而市场普遍预期为7100万美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines After Hours US Market on Tuesday<blockquote>周二美国市场盘后顶线</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\">\nToplines After Hours US Market on Tuesday<blockquote>周二美国市场盘后顶线</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\">2021-08-04 07:45</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S. stock futures fell slightly on Tuesday night after the S&amp;P 500 rose to another fresh record during the regular session.</p><p><blockquote>美国股指期货周二晚间小幅下跌，此前标普500在常规交易时段再创新高。</blockquote></p><p> At 8:35&nbsp;p.m. ET,Dow Jones Industrial Average futures fell 42 points, or 0.12%. S&amp;P 500 and Nasdaq 100 futures dipped 0.15% and 0.10%, respectively.</p><p><blockquote>晚上8点35分。美东时间，道琼斯工业平均指数期货下跌42点，跌幅0.12%。标普500和纳斯达克100期货分别下跌0.15%和0.10%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3f5ba0c10af5b0720fabcbaa7636c962\" tg-width=\"1080\" tg-height=\"396\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <b>Stocks making the biggest moves after hours:</b></p><p><blockquote><b>盘后涨幅最大的股票：</b></blockquote></p><p> Lyft&nbsp;(NASDAQ: LYFT)0.5% HIGHER;The ride sharing company’s reported quarterly results&nbsp;that beat analysts’ estimates. The company said demand continued growing in July even with heightened Covid-19 cases. Lyft reported a loss of 5 cents per share, compared to Wall Street forecasts of 24 cents per share.</p><p><blockquote>Lyft（纳斯达克：Lyft）上涨0.5%；这家乘车共享公司公布的季度业绩超出了分析师的预期。该公司表示，即使Covid-19病例增加，7月份的需求仍在继续增长。Lyft公布每股亏损5美分，而华尔街预期为每股亏损24美分。</blockquote></p><p> Caesars Entertainment&nbsp;(NASDAQ: CZR)2.6% HIGHER;The gaming and hotel chain's quarterly earnings report. Caesars reported earnings of 34 cents per share, beating analysts’ estimates by 52 cents, and revenue of $2.5 billion, also beating expectations. The company attributed its growth to a strengthening of the Las Vegas market as well as continued strength in regional markets.</p><p><blockquote>凯撒娱乐（纳斯达克：CZR）上涨2.6%；这家博彩和酒店连锁店的季度收益报告。凯撒公布每股收益34美分，超出分析师预期52美分，营收25亿美元，也超出预期。该公司将其增长归因于拉斯维加斯市场的走强以及区域市场的持续强劲。</blockquote></p><p> Activision Blizzard&nbsp;(NASDAQ: ATVI)6.1% HIGHER;The maker of “Call of Duty” and other video games saw its second-quarter earnings report. The company reported 91 cents per share and $1.92 billion in revenue, both of which beat analysts’ expectations. On Tuesday morning, the company announced president J. Allen Brack is leavingamid a harassment lawsuitagainst the firm.</p><p><blockquote>动视暴雪（纳斯达克：ATVI）上涨6.1%；《使命看涨期权》和其他视频游戏的制造商发布了第二季度收益报告。该公司公布每股91美分，营收19.2亿美元，均超出分析师预期。周二上午，该公司宣布总裁J.Allen Brack因针对该公司的骚扰诉讼而离职。</blockquote></p><p> Match Group(NASDAQ: MTCH)3.5% LOWER;Online dating company Match&nbsp;reported weaker than expected earnings, despite showing strong sales growth in the U.S. amid a recovering dating scene. Match — whose portfolio of brands includes Tinder, Hinge and OkCupid — reported 46 cents per share for the quarter, falling below Wall Street forecasts by 6 cents.</p><p><blockquote>Match Group（纳斯达克：MTCH）下跌3.5%；在线约会公司Match公布的盈利弱于预期，尽管在美国约会行业复苏的情况下显示出强劲的销售增长。Match的品牌组合包括Tinder、Hinge和OkCupid，该季度每股收益为46美分，比华尔街预期低6美分。</blockquote></p><p> Zymergen (NASDAQ: ZY)67% LOWER; no longer expects product revenue in 2021, announces CEO transition.</p><p><blockquote>Zymergen（纳斯达克：ZY）下跌67%；不再预期2021年的产品收入，宣布首席执行官过渡。</blockquote></p><p> Cerus (NASDAQ: CERS)13.5% HIGHER; reported Q2 EPS of ($0.09), in-line with the analyst estimate of ($0.09). Revenue for the quarter came in at $37.7 million versus the consensus estimate of $31.48 million. Cerus sees FY2021 revenue of $118-122 million, versus the consensus of $134.8 million.</p><p><blockquote>Cerus（纳斯达克：CERS）上涨13.5%；报告第二季度每股收益为(0.09美元)，与分析师预期的(0.09美元)一致。该季度营收为3770万美元，而市场普遍预期为3148万美元。Cerus预计2021财年收入为1.18-1.22亿美元，而市场普遍预期为1.348亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/LPSN\">LivePerson</a> (NASDAQ: LPSN)12.4% LOWER; reported Q2 GAAP EPS of ($0.31), which may not compare to the analyst estimate of ($0.13). Revenue for the quarter came in at $119.6 million versus the consensus estimate of $113.3 million. LivePerson sees Q3 2021 revenue of $117-119 million, versus the consensus of $117.92 million. LivePerson sees FY2021 revenue of $460-471 million, versus the consensus of $465.33 million.</p><p><blockquote><a href=\"https://laohu8.com/S/LPSN\">活人</a>（纳斯达克：LPSN）下跌12.4%；报告第二季度GAAP每股收益为(0.31美元)，可能无法与分析师预期的(0.13美元)相比。该季度营收为1.196亿美元，而市场普遍预期为1.133亿美元。LivePerson预计2021年第三季度收入为1.17-1.19亿美元，而市场普遍预期为1.1792亿美元。LivePerson预计2021财年收入为4.60-4.71亿美元，而市场普遍预期为4.6533亿美元。</blockquote></p><p> OraSure Technologies (NASDAQ: OSUR)8% LOWER; reported Q2 EPS of ($0.02), $0.06 worse than the analyst estimate of $0.04. Revenue for the quarter came in at $57.6 million versus the consensus estimate of $56.69 million. OraSure Technologies sees Q3 2021 revenue of $45-50 million, versus the consensus of $67.9 million. OraSure Technologies sees FY2021 revenue of $230 million, versus the consensus of $287.63 million.</p><p><blockquote>OraSure Technologies（纳斯达克：OSUR）下跌8%；报告第二季度每股收益为0.02美元，比分析师预期的0.04美元差0.06美元。该季度营收为5760万美元，而市场普遍预期为5669万美元。OraSure Technologies预计2021年第三季度收入为45-5000万美元，而市场普遍预期为6790万美元。OraSure Technologies预计2021财年收入为2.3亿美元，而市场普遍预期为2.8763亿美元。</blockquote></p><p> InVitae (NYSE: NVTA)8% HIGHER; reported Q2 EPS of ($0.85), $0.20 worse than the analyst estimate of ($0.65). Revenue for the quarter came in at $116.3 million versus the consensus estimate of $108.3 million. InVitae sees FY2021 revenue of $475-500 million, versus the consensus of $463 million.</p><p><blockquote>InVitae(NYSE：NVTA)上涨8%；报告第二季度每股收益为（0.85美元），比分析师预期的（0.65美元）差0.20美元。该季度营收为1.163亿美元，而市场普遍预期为1.083亿美元。InVitae预计2021财年收入为4.75-5亿美元，而市场普遍预期为4.63亿美元。</blockquote></p><p> Paycom Software (NYSE: PAYC) 6.7% HIGHER; reported Q2 EPS of $0.97, $0.13 better than the analyst estimate of $0.84. Revenue for the quarter came in at $242.1 million versus the consensus estimate of $232.12 million. Paycom Software sees FY2021 revenue of $1.036-1.038 billion, versus the consensus of $1.02 billion.</p><p><blockquote>Paycom Software(NYSE：PAYC)上涨6.7%；报告第二季度每股收益为0.97美元，比分析师预期的0.84美元高出0.13美元。该季度营收为2.421亿美元，而市场普遍预期为2.3212亿美元。Paycom Software预计2021财年收入为10.36-10.38亿美元，而市场普遍预期为10.2亿美元。</blockquote></p><p> RingCentral, Inc. (NYSE: RNG)3% HIGHER; reported Q2 EPS of $0.32, $0.04 better than the analyst estimate of $0.28. Revenue for the quarter came in at $379 million versus the consensus estimate of $359.51 million. RingCentral, Inc. sees FY2021 EPS of $1.28-$1.30, versus the consensus of $1.26. RingCentral, Inc. sees FY2021 revenue of $1.539-1.545 billion, versus the consensus of $1.51 billion.</p><p><blockquote>RingCentral公司（纽约证券交易所代码：RNG）上涨3%；报告第二季度每股收益为0.32美元，比分析师预期的0.28美元高出0.04美元。该季度营收为3.79亿美元，而市场普遍预期为3.5951亿美元。RingCentral，Inc.预计2021财年每股收益为1.28-1.30美元，而市场普遍预期为1.26美元。RingCentral，Inc.预计2021财年收入为15.39-15.45亿美元，而市场普遍预期为15.1亿美元。</blockquote></p><p> Cardlytics (NASDAQ: CDLX)2% LOWER; reported Q2 EPS of ($0.39), in-line with the analyst estimate of ($0.39). Revenue for the quarter came in at $58.9 million versus the consensus estimate of $62.81 million. Cardlytics sees Q3 2021 revenue of $57-66 million, versus the consensus of $71 million.</p><p><blockquote>Cardlytics（纳斯达克：CDLX）下跌2%；报告第二季度每股收益为(0.39美元)，与分析师预期的(0.39美元)一致。该季度营收为5890万美元，而市场普遍预期为6281万美元。Cardlytics预计2021年第三季度收入为57-6600万美元，而市场普遍预期为7100万美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CERS":"Cerus Corporation","RNG":"Ringcentral Inc.",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","CZR":"凯撒娱乐",".DJI":"道琼斯","NVTA":"Invitae Corporation","ATVI":"动视暴雪","LYFT":"Lyft, Inc.","MTCH":"Match Group, Inc.","CDLX":"Cardlytics Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139592738","content_text":"U.S. stock futures fell slightly on Tuesday night after the S&P 500 rose to another fresh record during the regular session.\nAt 8:35 p.m. ET,Dow Jones Industrial Average futures fell 42 points, or 0.12%. S&P 500 and Nasdaq 100 futures dipped 0.15% and 0.10%, respectively.\n\nStocks making the biggest moves after hours:\nLyft (NASDAQ: LYFT)0.5% HIGHER;The ride sharing company’s reported quarterly results that beat analysts’ estimates. The company said demand continued growing in July even with heightened Covid-19 cases. Lyft reported a loss of 5 cents per share, compared to Wall Street forecasts of 24 cents per share.\nCaesars Entertainment (NASDAQ: CZR)2.6% HIGHER;The gaming and hotel chain's quarterly earnings report. Caesars reported earnings of 34 cents per share, beating analysts’ estimates by 52 cents, and revenue of $2.5 billion, also beating expectations. The company attributed its growth to a strengthening of the Las Vegas market as well as continued strength in regional markets.\nActivision Blizzard (NASDAQ: ATVI)6.1% HIGHER;The maker of “Call of Duty” and other video games saw its second-quarter earnings report. The company reported 91 cents per share and $1.92 billion in revenue, both of which beat analysts’ expectations. On Tuesday morning, the company announced president J. Allen Brack is leavingamid a harassment lawsuitagainst the firm.\nMatch Group(NASDAQ: MTCH)3.5% LOWER;Online dating company Match reported weaker than expected earnings, despite showing strong sales growth in the U.S. amid a recovering dating scene. Match — whose portfolio of brands includes Tinder, Hinge and OkCupid — reported 46 cents per share for the quarter, falling below Wall Street forecasts by 6 cents.\nZymergen (NASDAQ: ZY)67% LOWER; no longer expects product revenue in 2021, announces CEO transition.\nCerus (NASDAQ: CERS)13.5% HIGHER; reported Q2 EPS of ($0.09), in-line with the analyst estimate of ($0.09). Revenue for the quarter came in at $37.7 million versus the consensus estimate of $31.48 million. Cerus sees FY2021 revenue of $118-122 million, versus the consensus of $134.8 million.\nLivePerson (NASDAQ: LPSN)12.4% LOWER; reported Q2 GAAP EPS of ($0.31), which may not compare to the analyst estimate of ($0.13). Revenue for the quarter came in at $119.6 million versus the consensus estimate of $113.3 million. LivePerson sees Q3 2021 revenue of $117-119 million, versus the consensus of $117.92 million. LivePerson sees FY2021 revenue of $460-471 million, versus the consensus of $465.33 million.\nOraSure Technologies (NASDAQ: OSUR)8% LOWER; reported Q2 EPS of ($0.02), $0.06 worse than the analyst estimate of $0.04. Revenue for the quarter came in at $57.6 million versus the consensus estimate of $56.69 million. OraSure Technologies sees Q3 2021 revenue of $45-50 million, versus the consensus of $67.9 million. OraSure Technologies sees FY2021 revenue of $230 million, versus the consensus of $287.63 million.\nInVitae (NYSE: NVTA)8% HIGHER; reported Q2 EPS of ($0.85), $0.20 worse than the analyst estimate of ($0.65). Revenue for the quarter came in at $116.3 million versus the consensus estimate of $108.3 million. InVitae sees FY2021 revenue of $475-500 million, versus the consensus of $463 million.\nPaycom Software (NYSE: PAYC) 6.7% HIGHER; reported Q2 EPS of $0.97, $0.13 better than the analyst estimate of $0.84. Revenue for the quarter came in at $242.1 million versus the consensus estimate of $232.12 million. Paycom Software sees FY2021 revenue of $1.036-1.038 billion, versus the consensus of $1.02 billion.\nRingCentral, Inc. (NYSE: RNG)3% HIGHER; reported Q2 EPS of $0.32, $0.04 better than the analyst estimate of $0.28. Revenue for the quarter came in at $379 million versus the consensus estimate of $359.51 million. RingCentral, Inc. sees FY2021 EPS of $1.28-$1.30, versus the consensus of $1.26. RingCentral, Inc. sees FY2021 revenue of $1.539-1.545 billion, versus the consensus of $1.51 billion.\nCardlytics (NASDAQ: CDLX)2% LOWER; reported Q2 EPS of ($0.39), in-line with the analyst estimate of ($0.39). Revenue for the quarter came in at $58.9 million versus the consensus estimate of $62.81 million. Cardlytics sees Q3 2021 revenue of $57-66 million, versus the consensus of $71 million.","news_type":1,"symbols_score_info":{"CERS":0.9,".DJI":0.9,"MTCH":0.9,"NVTA":0.9,".IXIC":0.9,"CZR":0.9,"RNG":0.9,"ATVI":0.9,"CDLX":0.9,"LYFT":0.9,"ZY":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807079520,"gmtCreate":1627992907860,"gmtModify":1631893303668,"author":{"id":"3574379362062891","authorId":"3574379362062891","name":"teow0023","avatar":"https://static.tigerbbs.com/65fec6733e2cc640e16afc0ce4c21f79","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574379362062891","idStr":"3574379362062891"},"themes":[],"htmlText":"Like!","listText":"Like!","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/807079520","repostId":"1126095878","repostType":4,"isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":885223802,"gmtCreate":1631799179306,"gmtModify":1631891427189,"author":{"id":"3574379362062891","authorId":"3574379362062891","name":"teow0023","avatar":"https://static.tigerbbs.com/65fec6733e2cc640e16afc0ce4c21f79","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574379362062891","idStr":"3574379362062891"},"themes":[],"htmlText":"Like!","listText":"Like!","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/885223802","repostId":"1179726770","repostType":4,"isVote":1,"tweetType":1,"viewCount":2282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831169163,"gmtCreate":1629295388352,"gmtModify":1631891427215,"author":{"id":"3574379362062891","authorId":"3574379362062891","name":"teow0023","avatar":"https://static.tigerbbs.com/65fec6733e2cc640e16afc0ce4c21f79","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574379362062891","idStr":"3574379362062891"},"themes":[],"htmlText":"Like!","listText":"Like!","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/831169163","repostId":"1137085991","repostType":4,"isVote":1,"tweetType":1,"viewCount":586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838130795,"gmtCreate":1629380184117,"gmtModify":1631891427215,"author":{"id":"3574379362062891","authorId":"3574379362062891","name":"teow0023","avatar":"https://static.tigerbbs.com/65fec6733e2cc640e16afc0ce4c21f79","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574379362062891","idStr":"3574379362062891"},"themes":[],"htmlText":"Like!","listText":"Like!","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/838130795","repostId":"1126990600","repostType":4,"isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802768507,"gmtCreate":1627809407309,"gmtModify":1631893303670,"author":{"id":"3574379362062891","authorId":"3574379362062891","name":"teow0023","avatar":"https://static.tigerbbs.com/65fec6733e2cc640e16afc0ce4c21f79","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574379362062891","idStr":"3574379362062891"},"themes":[],"htmlText":"Like!","listText":"Like!","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/802768507","repostId":"1122171439","repostType":4,"isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832157554,"gmtCreate":1629600752178,"gmtModify":1631891427200,"author":{"id":"3574379362062891","authorId":"3574379362062891","name":"teow0023","avatar":"https://static.tigerbbs.com/65fec6733e2cc640e16afc0ce4c21f79","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574379362062891","idStr":"3574379362062891"},"themes":[],"htmlText":"Like!","listText":"Like!","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/832157554","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://www.laohu8.com/m/news/1151608193?lang=zh_CN&edition=full","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares半导体ETF较近期高点下跌超过6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中，芯片制造商受到的打击比大多数制造商都要严重。</blockquote></p><p> The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p><p><blockquote>iShares半导体ETF较近期高点下跌超过6%，而标普500、纳斯达克综合指数和道琼斯工业平均指数的跌幅为2%或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股值得买入？或者这个历史上周期性的行业是否会故技重施，进入持续下跌趋势，让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表，但如果您喜欢持有多年股票而不是租用几天，那么该集团是值得买入的。主要原因：“这次不一样。”</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>诚然，这些是投资中最可怕的词语之一。但芯片行业已经发生了如此大的变化，现在确实有所不同——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险，那你就是个傻瓜。我去看看那些。但首先，以下是该组织现在“更安全”的三个主要原因，以及过去几天我与之交谈的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>Impax Asset Management的投资组合经理David Winborne表示：“芯片行业的需求总是由产品周期驱动而繁荣和萧条。”<a href=\"https://laohu8.com/S/FBNC\">第一</a>个人电脑，然后是服务器，然后是电话。”但他表示，现在整个经济对芯片的需求已经扩大，因此长期增长情况更加可预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益“数字化”，从各个角度来看，终端市场需求更加多样化。将远程办公服务视为<a href=\"https://laohu8.com/S/ZM\">Zoom</a>看好该集团的Gabelli Funds投资组合经理兼科技分析师Hendi Susanto指出，在线购物、云服务、电动汽车、5G手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>Motley Fool芯片行业分析师John Rotonti表示：“现代数字经济的任何方面都离不开半导体。”“这意味着更多的芯片进入所有领域。长期需求是存在的。”</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p><p><blockquote>他不是在开玩笑。William Blair分析师Greg Scolaro预测，到2030年，芯片行业的收入将从2020年的4650亿美元翻一番，达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着你所听到的普遍供应短缺“可能要到明年年底才能得到解决”，他说<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师Vivek Arya。“这不仅仅是我们的观点，<a href=\"https://laohu8.com/S/AONE.U\">一</a>得到了大多数大客户的确认。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2.玩家已经巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上上下下，从设计到各种类型的设备生产商再到制造，行业参与者已经整合到罗通蒂·评级“赢得”的双头垄断或垄断中。</blockquote></p><p> In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p><p><blockquote>在芯片设计软件中，有Cadence Design Systems和Synopsys。在生产设备方面，公司在极紫外光刻（EUV）领域的ASML等专业领域占据主导地位。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好来赢得他们的利基或双头垄断地位。这使得投资者对它们很感兴趣。罗通蒂表示，整合还意味着参与者在定价和产能方面表现得更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所提升</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为，加上成本削减，意味着现在的盈利能力远高于历史水平。“过去几年，芯片制造的经济性有了很大改善，”温伯恩说。现金流或EBITDA利润率现在通常超过30%，而十年前还在20%左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere&amp;Co.的投资组合经理Lamar Villere指出，尽管芯片股的交易价格约为市场倍数，但它们看起来很便宜，因为它们是更好的公司。“他们的市盈率并不是泡沫。”</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>值得购买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近调查的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新的管理策略</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p><p><blockquote>尽管Thrivent的高级股票研究分析师Peter Karazeris有理由对该集团持谨慎态度（见下文），但他特别指出了两家公司，它们的业绩可能会因为在新管理层的领导下而得到提振：高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳健的盈利能力。高通最近受到了一次性问题的打击，例如德克萨斯州的恶劣天气导致生产中断，但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>正在从手机扩展到汽车、工业和物联网互联设备领域等新领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris还特别提到了Nvidia，该公司因其卓越的设计能力而从数据中心和游戏设备芯片需求中获得持续增长。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计，当像高通和英伟达这样的公司想要设计芯片时，他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool的Rotonti解释说，他们基于软件的设计工具帮助芯片创新者为他们的芯片创建蓝图，他挑出了这些名字。“他们不是世界上最快的种植者，但他们有很好的利润率。”他们也主宰着这个空间。</blockquote></p><p> <b>An EUV&nbsp;play</b></p><p><blockquote><b>EUV播放</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图放在硅上，台积电和三星等公司转向ASML。它的机器使用微小的光脉冲将芯片设计模板到硅片上，这一过程被称为极紫外光刻。“没有人知道如何做到这一点，”罗通蒂说。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说，它在供应做到这一点的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供应过剩</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多产品，这样就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne表示，希望到2025年生产70%的芯片，高于目前的5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>这里的结果是，有大量的政府支持来促进制造业——所以会有更多的支持。风险在于未来某个时候供应过剩。这也可能会推动芯片设备的购买，导致未来的平静，这可能会损害设备制造商的销售和利润趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来，像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计，这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair的Scolaro指出，使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流，但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>令人不安的信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人指数（PMI）在4月份达到顶峰，然后连续三个月减速。与此同时，芯片销售持续增长。在Thrivent跟踪这一指标的Karazeris指出，通常情况下，两者遵循相同的趋势。他将这种差异归因于库存建设，而库存建设的可持续性不如真实的终端市场需求。因此，他将这种背离视为芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器（DRAM）芯片定价的预测疲软。“这些通常是你在周期顶部而不是底部看到的事情，”卡拉泽里斯说。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但全球PMI放缓也有可能更多地反映了芯片短缺，而不是表明短缺并不真实（只是库存增加）。Leuthold经济学家兼策略师吉姆·保尔森(Jim Paulsen)表示：“这种分歧并不一定意味着芯片订单会滚动并死亡。这意味着芯片制造业必须迎头赶上。”</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如，福特刚刚宣布，由于芯片短缺，而不是潜在需求短缺，它不得不削减产量。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测，由于高储蓄率、就业和收入反弹以及被压抑的大件商品需求等因素，良好的经济增长是可持续的。如果他是对的，持续的经济实力将支持对所有使用芯片的产品的需求——包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</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>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</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\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-23 22:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares半导体ETF较近期高点下跌超过6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中，芯片制造商受到的打击比大多数制造商都要严重。</blockquote></p><p> The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p><p><blockquote>iShares半导体ETF较近期高点下跌超过6%，而标普500、纳斯达克综合指数和道琼斯工业平均指数的跌幅为2%或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股值得买入？或者这个历史上周期性的行业是否会故技重施，进入持续下跌趋势，让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表，但如果您喜欢持有多年股票而不是租用几天，那么该集团是值得买入的。主要原因：“这次不一样。”</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>诚然，这些是投资中最可怕的词语之一。但芯片行业已经发生了如此大的变化，现在确实有所不同——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险，那你就是个傻瓜。我去看看那些。但首先，以下是该组织现在“更安全”的三个主要原因，以及过去几天我与之交谈的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>Impax Asset Management的投资组合经理David Winborne表示：“芯片行业的需求总是由产品周期驱动而繁荣和萧条。”<a href=\"https://laohu8.com/S/FBNC\">第一</a>个人电脑，然后是服务器，然后是电话。”但他表示，现在整个经济对芯片的需求已经扩大，因此长期增长情况更加可预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益“数字化”，从各个角度来看，终端市场需求更加多样化。将远程办公服务视为<a href=\"https://laohu8.com/S/ZM\">Zoom</a>看好该集团的Gabelli Funds投资组合经理兼科技分析师Hendi Susanto指出，在线购物、云服务、电动汽车、5G手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>Motley Fool芯片行业分析师John Rotonti表示：“现代数字经济的任何方面都离不开半导体。”“这意味着更多的芯片进入所有领域。长期需求是存在的。”</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p><p><blockquote>他不是在开玩笑。William Blair分析师Greg Scolaro预测，到2030年，芯片行业的收入将从2020年的4650亿美元翻一番，达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着你所听到的普遍供应短缺“可能要到明年年底才能得到解决”，他说<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师Vivek Arya。“这不仅仅是我们的观点，<a href=\"https://laohu8.com/S/AONE.U\">一</a>得到了大多数大客户的确认。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2.玩家已经巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上上下下，从设计到各种类型的设备生产商再到制造，行业参与者已经整合到罗通蒂·评级“赢得”的双头垄断或垄断中。</blockquote></p><p> In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p><p><blockquote>在芯片设计软件中，有Cadence Design Systems和Synopsys。在生产设备方面，公司在极紫外光刻（EUV）领域的ASML等专业领域占据主导地位。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好来赢得他们的利基或双头垄断地位。这使得投资者对它们很感兴趣。罗通蒂表示，整合还意味着参与者在定价和产能方面表现得更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所提升</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为，加上成本削减，意味着现在的盈利能力远高于历史水平。“过去几年，芯片制造的经济性有了很大改善，”温伯恩说。现金流或EBITDA利润率现在通常超过30%，而十年前还在20%左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere&amp;Co.的投资组合经理Lamar Villere指出，尽管芯片股的交易价格约为市场倍数，但它们看起来很便宜，因为它们是更好的公司。“他们的市盈率并不是泡沫。”</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>值得购买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近调查的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新的管理策略</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p><p><blockquote>尽管Thrivent的高级股票研究分析师Peter Karazeris有理由对该集团持谨慎态度（见下文），但他特别指出了两家公司，它们的业绩可能会因为在新管理层的领导下而得到提振：高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳健的盈利能力。高通最近受到了一次性问题的打击，例如德克萨斯州的恶劣天气导致生产中断，但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>正在从手机扩展到汽车、工业和物联网互联设备领域等新领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris还特别提到了Nvidia，该公司因其卓越的设计能力而从数据中心和游戏设备芯片需求中获得持续增长。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计，当像高通和英伟达这样的公司想要设计芯片时，他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool的Rotonti解释说，他们基于软件的设计工具帮助芯片创新者为他们的芯片创建蓝图，他挑出了这些名字。“他们不是世界上最快的种植者，但他们有很好的利润率。”他们也主宰着这个空间。</blockquote></p><p> <b>An EUV&nbsp;play</b></p><p><blockquote><b>EUV播放</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图放在硅上，台积电和三星等公司转向ASML。它的机器使用微小的光脉冲将芯片设计模板到硅片上，这一过程被称为极紫外光刻。“没有人知道如何做到这一点，”罗通蒂说。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说，它在供应做到这一点的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供应过剩</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多产品，这样就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne表示，希望到2025年生产70%的芯片，高于目前的5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>这里的结果是，有大量的政府支持来促进制造业——所以会有更多的支持。风险在于未来某个时候供应过剩。这也可能会推动芯片设备的购买，导致未来的平静，这可能会损害设备制造商的销售和利润趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来，像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计，这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair的Scolaro指出，使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流，但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>令人不安的信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人指数（PMI）在4月份达到顶峰，然后连续三个月减速。与此同时，芯片销售持续增长。在Thrivent跟踪这一指标的Karazeris指出，通常情况下，两者遵循相同的趋势。他将这种差异归因于库存建设，而库存建设的可持续性不如真实的终端市场需求。因此，他将这种背离视为芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器（DRAM）芯片定价的预测疲软。“这些通常是你在周期顶部而不是底部看到的事情，”卡拉泽里斯说。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但全球PMI放缓也有可能更多地反映了芯片短缺，而不是表明短缺并不真实（只是库存增加）。Leuthold经济学家兼策略师吉姆·保尔森(Jim Paulsen)表示：“这种分歧并不一定意味着芯片订单会滚动并死亡。这意味着芯片制造业必须迎头赶上。”</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如，福特刚刚宣布，由于芯片短缺，而不是潜在需求短缺，它不得不削减产量。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测，由于高储蓄率、就业和收入反弹以及被压抑的大件商品需求等因素，良好的经济增长是可持续的。如果他是对的，持续的经济实力将支持对所有使用芯片的产品的需求——包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?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":{"GOOGL":"谷歌A","CDNS":"铿腾电子","ASML":"阿斯麦","SOXX":"iShares费城交易所半导体ETF","TSM":"台积电","QCOM":"高通","ON":"安森美半导体","SSNLF":"三星电子","AMZN":"亚马逊","AAPL":"苹果","NVDA":"英伟达","GOOG":"谷歌","SNPS":"新思科技"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1,"symbols_score_info":{"AAPL":0.9,"ASML":0.9,"TSM":0.9,"CDNS":0.9,"NVDA":0.9,"SNPS":0.9,"QCOM":0.9,"AMZN":0.9,"GOOG":0.9,"GOOGL":0.9,"ON":0.9,"SOXX":0.9,"SSNLF":0.9}},"isVote":1,"tweetType":1,"viewCount":848,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":820312750,"gmtCreate":1633353136594,"gmtModify":1633353136772,"author":{"id":"3574379362062891","authorId":"3574379362062891","name":"teow0023","avatar":"https://static.tigerbbs.com/65fec6733e2cc640e16afc0ce4c21f79","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574379362062891","idStr":"3574379362062891"},"themes":[],"htmlText":"Like!","listText":"Like!","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/820312750","repostId":"1188484129","repostType":4,"repost":{"id":"1188484129","kind":"news","pubTimestamp":1633350599,"share":"https://www.laohu8.com/m/news/1188484129?lang=zh_CN&edition=full","pubTime":"2021-10-04 20:29","market":"us","language":"en","title":"Amazon's Black Friday deals start today<blockquote>亚马逊黑色星期五优惠今天开始</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1188484129","media":"seekingalpha","summary":"Amazon(NASDAQ:AMZN)has revealed its biggest-ever selection of holiday gift guides and Black Friday-w","content":"<p><ul>  <li>Amazon(NASDAQ:AMZN)has&nbsp;revealed&nbsp;its biggest-ever selection of holiday gift guides and Black Friday-worthy deals that start today.</li>  <li>Amazon is also investing more than $1B in higher pay for front-line teams and recently announced to&nbsp;hire 125,000&nbsp;associates for full-time and part-time jobs in fulfillment and logistics across the U.S., with average starting wages of more than $18 per hour.</li>  <li>“We’re excited to help customers get great holiday deals even earlier this year, including thousands of small business products,” said Dave Clark, CEO of worldwide consumer at Amazon. “Customers can confidently shop early knowing they are receiving incredible deals starting today, letting them get a head start on their holiday to-do lists so they can truly enjoy the holiday season.\"</li> </ul></p><p><blockquote><ul><li>亚马逊（纳斯达克股票代码：AMZN）公布了有史以来最多的节日礼物指南和黑色星期五优惠，从今天开始。</li><li>亚马逊还投资超过10亿美元提高一线团队的薪酬，最近宣布在美国各地招聘12.5万名全职和兼职员工，平均起薪超过每小时18美元。</li><li>亚马逊全球消费者首席执行官戴夫·克拉克(Dave Clark)表示：“我们很高兴在今年早些时候帮助客户获得超值的假日优惠，其中包括数千种小型企业产品。”“顾客可以放心地尽早购物，因为他们知道从今天开始他们会收到令人难以置信的优惠，让他们在假期待办事项清单上领先一步，这样他们就可以真正享受假期。”</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>Amazon's Black Friday deals start today<blockquote>亚马逊黑色星期五优惠今天开始</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\">\nAmazon's Black Friday deals start today<blockquote>亚马逊黑色星期五优惠今天开始</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-10-04 20:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul>  <li>Amazon(NASDAQ:AMZN)has&nbsp;revealed&nbsp;its biggest-ever selection of holiday gift guides and Black Friday-worthy deals that start today.</li>  <li>Amazon is also investing more than $1B in higher pay for front-line teams and recently announced to&nbsp;hire 125,000&nbsp;associates for full-time and part-time jobs in fulfillment and logistics across the U.S., with average starting wages of more than $18 per hour.</li>  <li>“We’re excited to help customers get great holiday deals even earlier this year, including thousands of small business products,” said Dave Clark, CEO of worldwide consumer at Amazon. “Customers can confidently shop early knowing they are receiving incredible deals starting today, letting them get a head start on their holiday to-do lists so they can truly enjoy the holiday season.\"</li> </ul></p><p><blockquote><ul><li>亚马逊（纳斯达克股票代码：AMZN）公布了有史以来最多的节日礼物指南和黑色星期五优惠，从今天开始。</li><li>亚马逊还投资超过10亿美元提高一线团队的薪酬，最近宣布在美国各地招聘12.5万名全职和兼职员工，平均起薪超过每小时18美元。</li><li>亚马逊全球消费者首席执行官戴夫·克拉克(Dave Clark)表示：“我们很高兴在今年早些时候帮助客户获得超值的假日优惠，其中包括数千种小型企业产品。”“顾客可以放心地尽早购物，因为他们知道从今天开始他们会收到令人难以置信的优惠，让他们在假期待办事项清单上领先一步，这样他们就可以真正享受假期。”</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3747901-amazon-unveils-black-friday-deals-much-in-advance\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/news/3747901-amazon-unveils-black-friday-deals-much-in-advance","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188484129","content_text":"Amazon(NASDAQ:AMZN)has revealed its biggest-ever selection of holiday gift guides and Black Friday-worthy deals that start today.\nAmazon is also investing more than $1B in higher pay for front-line teams and recently announced to hire 125,000 associates for full-time and part-time jobs in fulfillment and logistics across the U.S., with average starting wages of more than $18 per hour.\n“We’re excited to help customers get great holiday deals even earlier this year, including thousands of small business products,” said Dave Clark, CEO of worldwide consumer at Amazon. “Customers can confidently shop early knowing they are receiving incredible deals starting today, letting them get a head start on their holiday to-do lists so they can truly enjoy the holiday season.\"","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":3213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":835128628,"gmtCreate":1629695777364,"gmtModify":1631891427203,"author":{"id":"3574379362062891","authorId":"3574379362062891","name":"teow0023","avatar":"https://static.tigerbbs.com/65fec6733e2cc640e16afc0ce4c21f79","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574379362062891","idStr":"3574379362062891"},"themes":[],"htmlText":"Like!","listText":"Like!","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/835128628","repostId":"2161747692","repostType":4,"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807079520,"gmtCreate":1627992907860,"gmtModify":1631893303668,"author":{"id":"3574379362062891","authorId":"3574379362062891","name":"teow0023","avatar":"https://static.tigerbbs.com/65fec6733e2cc640e16afc0ce4c21f79","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574379362062891","idStr":"3574379362062891"},"themes":[],"htmlText":"Like!","listText":"Like!","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/807079520","repostId":"1126095878","repostType":4,"isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179720261,"gmtCreate":1626578721253,"gmtModify":1633925722381,"author":{"id":"3574379362062891","authorId":"3574379362062891","name":"teow0023","avatar":"https://static.tigerbbs.com/65fec6733e2cc640e16afc0ce4c21f79","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574379362062891","idStr":"3574379362062891"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/179720261","repostId":"1183956332","repostType":4,"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":843717640,"gmtCreate":1635858796039,"gmtModify":1635858796136,"author":{"id":"3574379362062891","authorId":"3574379362062891","name":"teow0023","avatar":"https://static.tigerbbs.com/65fec6733e2cc640e16afc0ce4c21f79","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574379362062891","idStr":"3574379362062891"},"themes":[],"htmlText":"Like!","listText":"Like!","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/843717640","repostId":"1147199832","repostType":4,"repost":{"id":"1147199832","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":1635855008,"share":"https://www.laohu8.com/m/news/1147199832?lang=zh_CN&edition=full","pubTime":"2021-11-02 20:10","market":"us","language":"en","title":"Toplines Before US Market Open on Tuesday<blockquote>周二美国市场开盘前的营收</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1147199832","media":"Tiger Newspress","summary":"U.S. stock index futures mixed on Tuesday, pointing to a slight easing from record highs for Wall St","content":"<p>U.S. stock index futures mixed on Tuesday, pointing to a slight easing from record highs for Wall Street indexes as investors took to caution ahead of the Federal Reserve’s widely expected move to start tapering its monthly bond purchases.</p><p><blockquote>美国股指期货周二涨跌互现，表明华尔街指数从创纪录高位略有缓和，因投资者在美联储开始缩减月度债券购买规模之前采取谨慎态度。</blockquote></p><p> At 8:00 a.m. ET, Dow e-minis were up 29 points, or 0.08%, S&amp;P 500 e-minis were up 2 points, or 0.04%, and Nasdaq 100 e-minis were down 17.5 points, or 0.1%.</p><p><blockquote>截至美国东部时间上午8:00，道指e-mini上涨29点，涨幅0.08%，标普500 e-mini上涨2点，涨幅0.04%，纳斯达克100 e-mini下跌17.5点，涨幅0.1%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6e516df5a8317319822c86b104fb50dd\" tg-width=\"1080\" tg-height=\"378\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The U.S. central bank on Wednesday is expected to approve plans to scale back its pandemic-era support for the world’s largest economy, while focus will also be on commentary about interest rates and how sustained the recent surge in inflation is.</p><p><blockquote>预计美联储周三将批准缩减疫情时期对全球最大经济体支持的计划，同时焦点也将集中在有关利率的评论以及近期通胀飙升的持续程度上。</blockquote></p><p> <b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <b>Tesla(TSLA)</b>&nbsp;–&nbsp;Tesla&nbsp;stock fell 4.6% in premarket trading.Reports of recalls and Hertz-deal uncertainties are two reasons the stock might be down.</p><p><blockquote><b>特斯拉(TSLA)</b>-特斯拉股价在盘前交易中下跌4.6%。召回报道和赫兹交易的不确定性是该股可能下跌的两个原因。</blockquote></p><p> <b>Pfizer</b><b>(PFE)</b> – Pfizer jumped 2.8% in the premarket after the drugmaker reported better-than-expected profit and revenue for the third quarter. Pfizer earned $1.34 per share, 25 cents a share above estimates. The company also&nbsp;issued an improved full-year forecast&nbsp;on strong demand for both its Covid-19 vaccine and non-Covid treatments.</p><p><blockquote><b>辉瑞</b><b>（PFE）</b>-辉瑞公布第三季度利润和收入好于预期，该公司盘前股价上涨2.8%。辉瑞每股收益1.34美元，比预期高出25美分。该公司还针对其Covid-19疫苗和非Covid治疗的强劲需求发布了改进的全年预测。</blockquote></p><p> <b>Novavax(</b><b>NVAX</b><b>)</b>&nbsp;–&nbsp;Novavax shares jumped another 4% in premarket trading&nbsp;Tuesday&nbsp;after rising nearly 16% yesterday&nbsp;as&nbsp;Novavax COVID-19 vaccine got first authorization; expected more within weeks.</p><p><blockquote><b>诺瓦瓦克斯（</b><b>NVAX</b><b>)</b>-随着Novavax COVID-19疫苗获得首次授权，Novavax股价继昨天上涨近16%后，周二盘前交易中又上涨4%；预计几周内会有更多。</blockquote></p><p> <b>Lucid(LCID)</b>&nbsp;–&nbsp;ucid stock fell 4.5% in premarket trading.Morgan Stanley thinks shares are significantly overvalued at current levels and rates LCID as Underweight (i.e. Sell),backed by a $12 price target. This figure suggests shares will lose a huge 67% of their value over the next 12 months.</p><p><blockquote><b>Lucid(LCID)</b>-ucid股票在盘前交易中下跌4.5%。摩根士丹利认为该股在当前水平上被严重高估，并将LCID评级为跑输大盘（即卖出），目标价为12美元。这一数字表明，未来12个月内，股价将大幅下跌67%。</blockquote></p><p> <b>ConocoPhillips(COP)</b>&nbsp;–&nbsp;ConocoPhillips stock rose&nbsp;nearly&nbsp;1% after the oil company reported better-than-expected earnings.Conoco reported an adjusted profit of $1.77 a share, beating forecasts for $1.50 a share.Conoco credited not just rising oil prices for the earnings beat, but also progress in integrating Concho Resources, which agreed to buy in October 2020.</p><p><blockquote><b>康菲石油公司(COP)</b>-康菲石油公司公布好于预期的盈利后，该公司股价上涨近1%。康菲石油公司公布调整后每股利润为1.77美元，超出预期的每股1.50美元。康菲石油公司的盈利超出预期不仅归功于油价上涨，还归功于康乔资源公司(Concho Resources)的整合也取得了进展，该公司于2020年10月同意收购。</blockquote></p><p> <b>Under Armour</b><b>(UAA) </b>– The athletic apparel maker’s shares surged 9.5% in premarket trading after it more than doubled the 15 cents a share consensus estimate, with quarterly earnings of 31 cents per share. Under Armour&nbsp;also raised its full-year outlook, as consumers maintain a high interest in comfortable daily wear.</p><p><blockquote><b>Under Armour</b><b>(UAA)</b>–这家运动服装制造商的股价在盘前交易中飙升9.5%，比每股15美分的普遍预期高出一倍多，季度收益为每股31美分。Under Armour还上调了全年预期，因为消费者对舒适的日常穿着保持着浓厚的兴趣。</blockquote></p><p> <b>Generac(GNRC)</b> – Generac shares slid 4.9% in the premarket after beating bottom-line estimates but reporting lower-than-expected quarterly sales. Separately, the maker of home and commercial generators announced it is buying Canada-based smart thermostat maker Ecobee in a cash-and-stock deal that could be worth up to $770 million, depending on whether Ecobee reaches certain performance targets.</p><p><blockquote><b>Generac(GNRC)</b>-Generac股价在盘前下跌4.9%，此前该公司的盈利超出预期，但季度销售额低于预期。另外，这家家用和商用发电机制造商宣布将以现金加股票的方式收购加拿大智能恒温器制造商Ecobee，价值可能高达7.7亿美元，具体取决于Ecobee是否达到某些绩效目标。</blockquote></p><p> <b>DuPont(DD) </b>– DuPont rose 1.1% in premarket action after the chemical maker beat estimates but cut its full-year outlook citing decelerating orders from customers due to the worldwide chip shortage. DuPont came in 3 cents a share above estimates, with third-quarter profit of $1.15 per share. Separately, DuPont announced the acquisition of materials technology company&nbsp;<b>Rogers Corp.(ROG)</b> in a $5.2 billion deal, with Rogers soaring 27.3% following news of the deal.</p><p><blockquote><b>杜邦（DD）</b>-杜邦公司在盘前上涨1.1%，此前这家化学品制造商超出预期，但下调了全年预期，理由是全球芯片短缺导致客户订单放缓。杜邦公司每股收益比预期高出3美分，第三季度每股利润为1.15美元。另外，杜邦宣布收购材料技术公司<b>罗杰斯公司(ROG)</b>这笔交易价值52亿美元，交易消息传出后，罗杰斯股价飙升27.3%。</blockquote></p><p> <b>Estee Lauder(EL)</b> – The cosmetics maker’s stock dropped 2.5% in the premarket, as it beat Street forecasts but cut its annual sales outlook due to inflation and supply chain disruptions. Estee Lauder earned $1.86 per share for the quarter, compared to a $1.70 share consensus estimate.</p><p><blockquote><b>雅诗兰黛(EL)</b>-这家化妆品制造商的股价在盘前下跌2.5%，因为该公司超出了华尔街的预期，但由于通货膨胀和供应链中断而下调了年度销售预期。雅诗兰黛本季度每股收益1.86美元，而市场普遍预期为1.70美元。</blockquote></p><p> <b>Avis Budget(CAR)</b> – Avis Budget reported quarterly earnings of $10.74 per share, well above the $6.52 a share consensus estimate. Revenue also topped Wall Street forecasts. Heavy demand for rental cars and higher rental rates gave a significant boost to Avis Budget’s results. The stock rallied 6.6% in premarket trading.</p><p><blockquote><b>Avis Budget(CAR)</b>-Avis Budget报告季度收益为每股10.74美元，远高于每股6.52美元的普遍预期。收入也超出了华尔街的预期。对租车的强劲需求和较高的租金极大地提振了Avis Budget的业绩。该股在盘前交易中上涨6.6%。</blockquote></p><p> <b>Simon Property(SPG)</b> – Simon nearly doubled the $1.09 per share consensus estimate, with quarterly earnings of $2.07 per share. The mall operator’s revenue also came in above analysts’ projections. Simon saw improved occupancy rates for its shopping malls during the quarter as well as an increase in shopper traffic. Simon shares rallied 4.2% in premarket action.</p><p><blockquote><b>西蒙地产(SPG)</b>–Simon将每股1.09美元的普遍预期提高了近一倍，季度收益为每股2.07美元。该购物中心运营商的收入也高于分析师的预测。西蒙本季度购物中心的入住率有所提高，购物者流量也有所增加。西蒙股价在盘前上涨4.2%。</blockquote></p><p> <b>Clorox(CLX)</b> – Clorox beat estimates by 18 cents a share, with quarterly earnings of $1.21 per share. The household products maker posted better-than-expected revenue as well, and Clorox backed its prior full-year forecast. Its stock was up 2.2% in the premarket.</p><p><blockquote><b>高乐氏(CLX)</b>-高乐氏每股收益超出预期18美分，季度收益为每股1.21美元。这家家居用品制造商公布的收入也好于预期，高乐氏支持其之前的全年预测。其股价盘前上涨2.2%。</blockquote></p><p></p><p> <b>Chegg(CHGG)</b> – Chegg shares tanked 33% in the premarket after the online education company reported lower-than-expected quarterly sales and merely matched Street estimates, with quarterly earnings of 20 cents per share. Chegg said enrollment did not bounce back as it had expected.</p><p><blockquote><b>Chegg(CHGG)</b>-在线教育公司Chegg公布季度销售额低于预期，仅符合华尔街预期，季度收益为每股20美分，该公司股价在盘前下跌33%。Chegg表示，入学人数并没有像预期的那样反弹。</blockquote></p><p> <b>Nutrien(NTR)</b> – Nutrien raised its full-year profit outlook, amid strong global demand and higher prices for the Canadian fertilizer maker’s products.</p><p><blockquote><b>营养素(NTR)</b>-由于全球需求强劲且加拿大化肥制造商产品价格上涨，Nutrien上调了全年利润预期。</blockquote></p><p> <b>McKesson(MCK)</b> – The drug distributor earned $6.15 per share for its latest quarter, easily beating the consensus estimate of $4.66 a share. Revenue topping estimates as well, driven by strong delivery numbers for more expensive specialty drugs as well as its government contract to distribute Covid-19 vaccines. McKesson shares gained 3.4% in the premarket.</p><p><blockquote><b>麦克森(MCK)</b>–该药品分销商最近一个季度的每股收益为6.15美元，轻松超过了每股4.66美元的普遍预期。由于更昂贵的特殊药物的强劲交付数量以及政府分发Covid-19疫苗的合同，收入也超出了预期。McKesson股价盘前上涨3.4%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines Before US Market Open on Tuesday<blockquote>周二美国市场开盘前的营收</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines Before US Market Open on Tuesday<blockquote>周二美国市场开盘前的营收</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-02 20:10</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S. stock index futures mixed on Tuesday, pointing to a slight easing from record highs for Wall Street indexes as investors took to caution ahead of the Federal Reserve’s widely expected move to start tapering its monthly bond purchases.</p><p><blockquote>美国股指期货周二涨跌互现，表明华尔街指数从创纪录高位略有缓和，因投资者在美联储开始缩减月度债券购买规模之前采取谨慎态度。</blockquote></p><p> At 8:00 a.m. ET, Dow e-minis were up 29 points, or 0.08%, S&amp;P 500 e-minis were up 2 points, or 0.04%, and Nasdaq 100 e-minis were down 17.5 points, or 0.1%.</p><p><blockquote>截至美国东部时间上午8:00，道指e-mini上涨29点，涨幅0.08%，标普500 e-mini上涨2点，涨幅0.04%，纳斯达克100 e-mini下跌17.5点，涨幅0.1%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6e516df5a8317319822c86b104fb50dd\" tg-width=\"1080\" tg-height=\"378\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The U.S. central bank on Wednesday is expected to approve plans to scale back its pandemic-era support for the world’s largest economy, while focus will also be on commentary about interest rates and how sustained the recent surge in inflation is.</p><p><blockquote>预计美联储周三将批准缩减疫情时期对全球最大经济体支持的计划，同时焦点也将集中在有关利率的评论以及近期通胀飙升的持续程度上。</blockquote></p><p> <b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <b>Tesla(TSLA)</b>&nbsp;–&nbsp;Tesla&nbsp;stock fell 4.6% in premarket trading.Reports of recalls and Hertz-deal uncertainties are two reasons the stock might be down.</p><p><blockquote><b>特斯拉(TSLA)</b>-特斯拉股价在盘前交易中下跌4.6%。召回报道和赫兹交易的不确定性是该股可能下跌的两个原因。</blockquote></p><p> <b>Pfizer</b><b>(PFE)</b> – Pfizer jumped 2.8% in the premarket after the drugmaker reported better-than-expected profit and revenue for the third quarter. Pfizer earned $1.34 per share, 25 cents a share above estimates. The company also&nbsp;issued an improved full-year forecast&nbsp;on strong demand for both its Covid-19 vaccine and non-Covid treatments.</p><p><blockquote><b>辉瑞</b><b>（PFE）</b>-辉瑞公布第三季度利润和收入好于预期，该公司盘前股价上涨2.8%。辉瑞每股收益1.34美元，比预期高出25美分。该公司还针对其Covid-19疫苗和非Covid治疗的强劲需求发布了改进的全年预测。</blockquote></p><p> <b>Novavax(</b><b>NVAX</b><b>)</b>&nbsp;–&nbsp;Novavax shares jumped another 4% in premarket trading&nbsp;Tuesday&nbsp;after rising nearly 16% yesterday&nbsp;as&nbsp;Novavax COVID-19 vaccine got first authorization; expected more within weeks.</p><p><blockquote><b>诺瓦瓦克斯（</b><b>NVAX</b><b>)</b>-随着Novavax COVID-19疫苗获得首次授权，Novavax股价继昨天上涨近16%后，周二盘前交易中又上涨4%；预计几周内会有更多。</blockquote></p><p> <b>Lucid(LCID)</b>&nbsp;–&nbsp;ucid stock fell 4.5% in premarket trading.Morgan Stanley thinks shares are significantly overvalued at current levels and rates LCID as Underweight (i.e. Sell),backed by a $12 price target. This figure suggests shares will lose a huge 67% of their value over the next 12 months.</p><p><blockquote><b>Lucid(LCID)</b>-ucid股票在盘前交易中下跌4.5%。摩根士丹利认为该股在当前水平上被严重高估，并将LCID评级为跑输大盘（即卖出），目标价为12美元。这一数字表明，未来12个月内，股价将大幅下跌67%。</blockquote></p><p> <b>ConocoPhillips(COP)</b>&nbsp;–&nbsp;ConocoPhillips stock rose&nbsp;nearly&nbsp;1% after the oil company reported better-than-expected earnings.Conoco reported an adjusted profit of $1.77 a share, beating forecasts for $1.50 a share.Conoco credited not just rising oil prices for the earnings beat, but also progress in integrating Concho Resources, which agreed to buy in October 2020.</p><p><blockquote><b>康菲石油公司(COP)</b>-康菲石油公司公布好于预期的盈利后，该公司股价上涨近1%。康菲石油公司公布调整后每股利润为1.77美元，超出预期的每股1.50美元。康菲石油公司的盈利超出预期不仅归功于油价上涨，还归功于康乔资源公司(Concho Resources)的整合也取得了进展，该公司于2020年10月同意收购。</blockquote></p><p> <b>Under Armour</b><b>(UAA) </b>– The athletic apparel maker’s shares surged 9.5% in premarket trading after it more than doubled the 15 cents a share consensus estimate, with quarterly earnings of 31 cents per share. Under Armour&nbsp;also raised its full-year outlook, as consumers maintain a high interest in comfortable daily wear.</p><p><blockquote><b>Under Armour</b><b>(UAA)</b>–这家运动服装制造商的股价在盘前交易中飙升9.5%，比每股15美分的普遍预期高出一倍多，季度收益为每股31美分。Under Armour还上调了全年预期，因为消费者对舒适的日常穿着保持着浓厚的兴趣。</blockquote></p><p> <b>Generac(GNRC)</b> – Generac shares slid 4.9% in the premarket after beating bottom-line estimates but reporting lower-than-expected quarterly sales. Separately, the maker of home and commercial generators announced it is buying Canada-based smart thermostat maker Ecobee in a cash-and-stock deal that could be worth up to $770 million, depending on whether Ecobee reaches certain performance targets.</p><p><blockquote><b>Generac(GNRC)</b>-Generac股价在盘前下跌4.9%，此前该公司的盈利超出预期，但季度销售额低于预期。另外，这家家用和商用发电机制造商宣布将以现金加股票的方式收购加拿大智能恒温器制造商Ecobee，价值可能高达7.7亿美元，具体取决于Ecobee是否达到某些绩效目标。</blockquote></p><p> <b>DuPont(DD) </b>– DuPont rose 1.1% in premarket action after the chemical maker beat estimates but cut its full-year outlook citing decelerating orders from customers due to the worldwide chip shortage. DuPont came in 3 cents a share above estimates, with third-quarter profit of $1.15 per share. Separately, DuPont announced the acquisition of materials technology company&nbsp;<b>Rogers Corp.(ROG)</b> in a $5.2 billion deal, with Rogers soaring 27.3% following news of the deal.</p><p><blockquote><b>杜邦（DD）</b>-杜邦公司在盘前上涨1.1%，此前这家化学品制造商超出预期，但下调了全年预期，理由是全球芯片短缺导致客户订单放缓。杜邦公司每股收益比预期高出3美分，第三季度每股利润为1.15美元。另外，杜邦宣布收购材料技术公司<b>罗杰斯公司(ROG)</b>这笔交易价值52亿美元，交易消息传出后，罗杰斯股价飙升27.3%。</blockquote></p><p> <b>Estee Lauder(EL)</b> – The cosmetics maker’s stock dropped 2.5% in the premarket, as it beat Street forecasts but cut its annual sales outlook due to inflation and supply chain disruptions. Estee Lauder earned $1.86 per share for the quarter, compared to a $1.70 share consensus estimate.</p><p><blockquote><b>雅诗兰黛(EL)</b>-这家化妆品制造商的股价在盘前下跌2.5%，因为该公司超出了华尔街的预期，但由于通货膨胀和供应链中断而下调了年度销售预期。雅诗兰黛本季度每股收益1.86美元，而市场普遍预期为1.70美元。</blockquote></p><p> <b>Avis Budget(CAR)</b> – Avis Budget reported quarterly earnings of $10.74 per share, well above the $6.52 a share consensus estimate. Revenue also topped Wall Street forecasts. Heavy demand for rental cars and higher rental rates gave a significant boost to Avis Budget’s results. The stock rallied 6.6% in premarket trading.</p><p><blockquote><b>Avis Budget(CAR)</b>-Avis Budget报告季度收益为每股10.74美元，远高于每股6.52美元的普遍预期。收入也超出了华尔街的预期。对租车的强劲需求和较高的租金极大地提振了Avis Budget的业绩。该股在盘前交易中上涨6.6%。</blockquote></p><p> <b>Simon Property(SPG)</b> – Simon nearly doubled the $1.09 per share consensus estimate, with quarterly earnings of $2.07 per share. The mall operator’s revenue also came in above analysts’ projections. Simon saw improved occupancy rates for its shopping malls during the quarter as well as an increase in shopper traffic. Simon shares rallied 4.2% in premarket action.</p><p><blockquote><b>西蒙地产(SPG)</b>–Simon将每股1.09美元的普遍预期提高了近一倍，季度收益为每股2.07美元。该购物中心运营商的收入也高于分析师的预测。西蒙本季度购物中心的入住率有所提高，购物者流量也有所增加。西蒙股价在盘前上涨4.2%。</blockquote></p><p> <b>Clorox(CLX)</b> – Clorox beat estimates by 18 cents a share, with quarterly earnings of $1.21 per share. The household products maker posted better-than-expected revenue as well, and Clorox backed its prior full-year forecast. Its stock was up 2.2% in the premarket.</p><p><blockquote><b>高乐氏(CLX)</b>-高乐氏每股收益超出预期18美分，季度收益为每股1.21美元。这家家居用品制造商公布的收入也好于预期，高乐氏支持其之前的全年预测。其股价盘前上涨2.2%。</blockquote></p><p></p><p> <b>Chegg(CHGG)</b> – Chegg shares tanked 33% in the premarket after the online education company reported lower-than-expected quarterly sales and merely matched Street estimates, with quarterly earnings of 20 cents per share. Chegg said enrollment did not bounce back as it had expected.</p><p><blockquote><b>Chegg(CHGG)</b>-在线教育公司Chegg公布季度销售额低于预期，仅符合华尔街预期，季度收益为每股20美分，该公司股价在盘前下跌33%。Chegg表示，入学人数并没有像预期的那样反弹。</blockquote></p><p> <b>Nutrien(NTR)</b> – Nutrien raised its full-year profit outlook, amid strong global demand and higher prices for the Canadian fertilizer maker’s products.</p><p><blockquote><b>营养素(NTR)</b>-由于全球需求强劲且加拿大化肥制造商产品价格上涨，Nutrien上调了全年利润预期。</blockquote></p><p> <b>McKesson(MCK)</b> – The drug distributor earned $6.15 per share for its latest quarter, easily beating the consensus estimate of $4.66 a share. Revenue topping estimates as well, driven by strong delivery numbers for more expensive specialty drugs as well as its government contract to distribute Covid-19 vaccines. McKesson shares gained 3.4% in the premarket.</p><p><blockquote><b>麦克森(MCK)</b>–该药品分销商最近一个季度的每股收益为6.15美元，轻松超过了每股4.66美元的普遍预期。由于更昂贵的特殊药物的强劲交付数量以及政府分发Covid-19疫苗的合同，收入也超出了预期。McKesson股价盘前上涨3.4%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","CAR":"安飞士","EL":"雅诗兰黛","UAA":"安德玛公司A类股",".SPX":"S&P 500 Index","DD":"杜邦","MCK":"麦克森药物批发",".IXIC":"NASDAQ Composite","LCID":"Lucid Group Inc","PFE":"辉瑞",".DJI":"道琼斯","ROG":"罗杰斯","SPG":"西蒙地产","NTR":"Nutrien Ltd.","CHGG":"Chegg Inc","GNRC":"Generac控股","CLX":"高乐氏","COP":"康菲石油","NVAX":"诺瓦瓦克斯医药"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147199832","content_text":"U.S. stock index futures mixed on Tuesday, pointing to a slight easing from record highs for Wall Street indexes as investors took to caution ahead of the Federal Reserve’s widely expected move to start tapering its monthly bond purchases.\nAt 8:00 a.m. ET, Dow e-minis were up 29 points, or 0.08%, S&P 500 e-minis were up 2 points, or 0.04%, and Nasdaq 100 e-minis were down 17.5 points, or 0.1%.\n\nThe U.S. central bank on Wednesday is expected to approve plans to scale back its pandemic-era support for the world’s largest economy, while focus will also be on commentary about interest rates and how sustained the recent surge in inflation is.\nStocks making the biggest moves in the premarket:\nTesla(TSLA) – Tesla stock fell 4.6% in premarket trading.Reports of recalls and Hertz-deal uncertainties are two reasons the stock might be down.\nPfizer(PFE) – Pfizer jumped 2.8% in the premarket after the drugmaker reported better-than-expected profit and revenue for the third quarter. Pfizer earned $1.34 per share, 25 cents a share above estimates. The company also issued an improved full-year forecast on strong demand for both its Covid-19 vaccine and non-Covid treatments.\nNovavax(NVAX) – Novavax shares jumped another 4% in premarket trading Tuesday after rising nearly 16% yesterday as Novavax COVID-19 vaccine got first authorization; expected more within weeks.\nLucid(LCID) – ucid stock fell 4.5% in premarket trading.Morgan Stanley thinks shares are significantly overvalued at current levels and rates LCID as Underweight (i.e. Sell),backed by a $12 price target. This figure suggests shares will lose a huge 67% of their value over the next 12 months.\nConocoPhillips(COP) – ConocoPhillips stock rose nearly 1% after the oil company reported better-than-expected earnings.Conoco reported an adjusted profit of $1.77 a share, beating forecasts for $1.50 a share.Conoco credited not just rising oil prices for the earnings beat, but also progress in integrating Concho Resources, which agreed to buy in October 2020.\nUnder Armour(UAA) – The athletic apparel maker’s shares surged 9.5% in premarket trading after it more than doubled the 15 cents a share consensus estimate, with quarterly earnings of 31 cents per share. Under Armour also raised its full-year outlook, as consumers maintain a high interest in comfortable daily wear.\nGenerac(GNRC) – Generac shares slid 4.9% in the premarket after beating bottom-line estimates but reporting lower-than-expected quarterly sales. Separately, the maker of home and commercial generators announced it is buying Canada-based smart thermostat maker Ecobee in a cash-and-stock deal that could be worth up to $770 million, depending on whether Ecobee reaches certain performance targets.\nDuPont(DD) – DuPont rose 1.1% in premarket action after the chemical maker beat estimates but cut its full-year outlook citing decelerating orders from customers due to the worldwide chip shortage. DuPont came in 3 cents a share above estimates, with third-quarter profit of $1.15 per share. Separately, DuPont announced the acquisition of materials technology company Rogers Corp.(ROG) in a $5.2 billion deal, with Rogers soaring 27.3% following news of the deal.\nEstee Lauder(EL) – The cosmetics maker’s stock dropped 2.5% in the premarket, as it beat Street forecasts but cut its annual sales outlook due to inflation and supply chain disruptions. Estee Lauder earned $1.86 per share for the quarter, compared to a $1.70 share consensus estimate.\nAvis Budget(CAR) – Avis Budget reported quarterly earnings of $10.74 per share, well above the $6.52 a share consensus estimate. Revenue also topped Wall Street forecasts. Heavy demand for rental cars and higher rental rates gave a significant boost to Avis Budget’s results. The stock rallied 6.6% in premarket trading.\nSimon Property(SPG) – Simon nearly doubled the $1.09 per share consensus estimate, with quarterly earnings of $2.07 per share. The mall operator’s revenue also came in above analysts’ projections. Simon saw improved occupancy rates for its shopping malls during the quarter as well as an increase in shopper traffic. Simon shares rallied 4.2% in premarket action.\nClorox(CLX) – Clorox beat estimates by 18 cents a share, with quarterly earnings of $1.21 per share. The household products maker posted better-than-expected revenue as well, and Clorox backed its prior full-year forecast. Its stock was up 2.2% in the premarket.\nChegg(CHGG) – Chegg shares tanked 33% in the premarket after the online education company reported lower-than-expected quarterly sales and merely matched Street estimates, with quarterly earnings of 20 cents per share. Chegg said enrollment did not bounce back as it had expected.\nNutrien(NTR) – Nutrien raised its full-year profit outlook, amid strong global demand and higher prices for the Canadian fertilizer maker’s products.\nMcKesson(MCK) – The drug distributor earned $6.15 per share for its latest quarter, easily beating the consensus estimate of $4.66 a share. Revenue topping estimates as well, driven by strong delivery numbers for more expensive specialty drugs as well as its government contract to distribute Covid-19 vaccines. McKesson shares gained 3.4% in the premarket.","news_type":1,"symbols_score_info":{"ESmain":0.9,"SPG":0.9,"PFE":0.9,"CAR":0.9,"GNRC":0.9,"NTR":0.9,"DD":0.9,"EL":0.9,"NQmain":0.9,"YMmain":0.9,".DJI":0.9,"MCK":0.9,".IXIC":0.9,"ROG":0.9,"CHGG":0.9,"CLX":0.9,"TSLA":0.9,"COP":0.9,"NVAX":0.9,"LCID":0.9,".SPX":0.9,"UAA":0.9}},"isVote":1,"tweetType":1,"viewCount":3708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":887650334,"gmtCreate":1632030740928,"gmtModify":1632803211354,"author":{"id":"3574379362062891","authorId":"3574379362062891","name":"teow0023","avatar":"https://static.tigerbbs.com/65fec6733e2cc640e16afc0ce4c21f79","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574379362062891","idStr":"3574379362062891"},"themes":[],"htmlText":"Like!","listText":"Like!","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/887650334","repostId":"1198486138","repostType":4,"isVote":1,"tweetType":1,"viewCount":1580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898236304,"gmtCreate":1628499226808,"gmtModify":1631891427220,"author":{"id":"3574379362062891","authorId":"3574379362062891","name":"teow0023","avatar":"https://static.tigerbbs.com/65fec6733e2cc640e16afc0ce4c21f79","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574379362062891","idStr":"3574379362062891"},"themes":[],"htmlText":"Like!","listText":"Like!","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/898236304","repostId":"2157492988","repostType":4,"isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808298670,"gmtCreate":1627584689390,"gmtModify":1631893303678,"author":{"id":"3574379362062891","authorId":"3574379362062891","name":"teow0023","avatar":"https://static.tigerbbs.com/65fec6733e2cc640e16afc0ce4c21f79","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574379362062891","idStr":"3574379362062891"},"themes":[],"htmlText":"Green!","listText":"Green!","text":"Green!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808298670","repostId":"1179174010","repostType":4,"repost":{"id":"1179174010","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":1627572541,"share":"https://www.laohu8.com/m/news/1179174010?lang=zh_CN&edition=full","pubTime":"2021-07-29 23:29","market":"us","language":"en","title":"Musk confirms Tesla AI Day will be on August 19<blockquote>马斯克确认特斯拉AI Day将于8月19日</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179174010","media":"Tiger Newspress","summary":"Tesla shares surged more than 5% after Elon Musk confirming Tesla AI Day will be on August 19.Tesla CEO Elon Musk confirmed via tweet on Thursday that the company is holding an AI Day on Aug. 19.While the company did not provide details of the artificial intelligence event, Musk said in a June 21 tweet that the event \"will go over progress with Tesla AI software & hardware, both training & inference\" and that its purpose is recruiting.The focus of the AI event is likely to be around Tesla's self","content":"<p>Tesla shares surged more than 5%&nbsp;after&nbsp;Elon Musk confirming Tesla AI Day will be on August 19.</p><p><blockquote>在Elon Musk确认特斯拉AI Day将于8月19日举行后，特斯拉股价飙升逾5%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d2a827bd1090dddc0ac2adc7e3aa9e60\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Tesla CEO Elon Musk confirmed via tweet on Thursday that the company is holding an AI Day on Aug. 19. </p><p><blockquote>特斯拉CEO Elon Musk周四通过推文证实，该公司将于8月19日举办AI Day。</blockquote></p><p> While the company did not provide details of the artificial intelligence event, Musk said in a June 21 tweet that the event \"will go over progress with Tesla AI software &amp; hardware, both training &amp; inference\" and that its purpose is recruiting.</p><p><blockquote>虽然该公司没有提供人工智能活动的细节，但马斯克在6月21日的一条推文中表示，该活动“将回顾特斯拉人工智能软件和硬件的进展，包括训练和推理”，其目的是招聘。</blockquote></p><p> The focus of the AI event is likely to be around Tesla's self-driving technology. Although the system is named Full Self-Driving (FSD), the software is still in beta testing, and the company has said in SEC filings it is not yet fully autonomous.</p><p><blockquote>AI盛会的焦点很可能围绕着特斯拉的自动驾驶技术。尽管该系统被命名为全自动驾驶（FSD），但该软件仍处于beta测试阶段，该公司在SEC文件中表示，它尚未完全自动驾驶。</blockquote></p><p> Tesla's recruiting effort in this area seeks to attract experts in machine learning and computer vision, as well as neural network specialists.</p><p><blockquote>特斯拉在这一领域的招聘工作旨在吸引机器学习和计算机视觉方面的专家，以及神经网络专家。</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>Musk confirms Tesla AI Day will be on August 19<blockquote>马斯克确认特斯拉AI Day将于8月19日</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\">\nMusk confirms Tesla AI Day will be on August 19<blockquote>马斯克确认特斯拉AI Day将于8月19日</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\">2021-07-29 23:29</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla shares surged more than 5%&nbsp;after&nbsp;Elon Musk confirming Tesla AI Day will be on August 19.</p><p><blockquote>在Elon Musk确认特斯拉AI Day将于8月19日举行后，特斯拉股价飙升逾5%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d2a827bd1090dddc0ac2adc7e3aa9e60\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Tesla CEO Elon Musk confirmed via tweet on Thursday that the company is holding an AI Day on Aug. 19. </p><p><blockquote>特斯拉CEO Elon Musk周四通过推文证实，该公司将于8月19日举办AI Day。</blockquote></p><p> While the company did not provide details of the artificial intelligence event, Musk said in a June 21 tweet that the event \"will go over progress with Tesla AI software &amp; hardware, both training &amp; inference\" and that its purpose is recruiting.</p><p><blockquote>虽然该公司没有提供人工智能活动的细节，但马斯克在6月21日的一条推文中表示，该活动“将回顾特斯拉人工智能软件和硬件的进展，包括训练和推理”，其目的是招聘。</blockquote></p><p> The focus of the AI event is likely to be around Tesla's self-driving technology. Although the system is named Full Self-Driving (FSD), the software is still in beta testing, and the company has said in SEC filings it is not yet fully autonomous.</p><p><blockquote>AI盛会的焦点很可能围绕着特斯拉的自动驾驶技术。尽管该系统被命名为全自动驾驶（FSD），但该软件仍处于beta测试阶段，该公司在SEC文件中表示，它尚未完全自动驾驶。</blockquote></p><p> Tesla's recruiting effort in this area seeks to attract experts in machine learning and computer vision, as well as neural network specialists.</p><p><blockquote>特斯拉在这一领域的招聘工作旨在吸引机器学习和计算机视觉方面的专家，以及神经网络专家。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179174010","content_text":"Tesla shares surged more than 5% after Elon Musk confirming Tesla AI Day will be on August 19.\n\nTesla CEO Elon Musk confirmed via tweet on Thursday that the company is holding an AI Day on Aug. 19. \nWhile the company did not provide details of the artificial intelligence event, Musk said in a June 21 tweet that the event \"will go over progress with Tesla AI software & hardware, both training & inference\" and that its purpose is recruiting.\nThe focus of the AI event is likely to be around Tesla's self-driving technology. Although the system is named Full Self-Driving (FSD), the software is still in beta testing, and the company has said in SEC filings it is not yet fully autonomous.\nTesla's recruiting effort in this area seeks to attract experts in machine learning and computer vision, as well as neural network specialists.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801914127,"gmtCreate":1627479379969,"gmtModify":1631893303683,"author":{"id":"3574379362062891","authorId":"3574379362062891","name":"teow0023","avatar":"https://static.tigerbbs.com/65fec6733e2cc640e16afc0ce4c21f79","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574379362062891","idStr":"3574379362062891"},"themes":[],"htmlText":"Green!","listText":"Green!","text":"Green!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801914127","repostId":"1102507343","repostType":4,"isVote":1,"tweetType":1,"viewCount":411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176003363,"gmtCreate":1626842075852,"gmtModify":1633770476763,"author":{"id":"3574379362062891","authorId":"3574379362062891","name":"teow0023","avatar":"https://static.tigerbbs.com/65fec6733e2cc640e16afc0ce4c21f79","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574379362062891","idStr":"3574379362062891"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/176003363","repostId":"2153924256","repostType":4,"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173660681,"gmtCreate":1626657804743,"gmtModify":1633925201104,"author":{"id":"3574379362062891","authorId":"3574379362062891","name":"teow0023","avatar":"https://static.tigerbbs.com/65fec6733e2cc640e16afc0ce4c21f79","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574379362062891","idStr":"3574379362062891"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/173660681","repostId":"1111084715","repostType":4,"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143922796,"gmtCreate":1625756797715,"gmtModify":1633937617039,"author":{"id":"3574379362062891","authorId":"3574379362062891","name":"teow0023","avatar":"https://static.tigerbbs.com/65fec6733e2cc640e16afc0ce4c21f79","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574379362062891","idStr":"3574379362062891"},"themes":[],"htmlText":"Collect coins!","listText":"Collect coins!","text":"Collect coins!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/143922796","repostId":"1135220115","repostType":4,"isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":826581428,"gmtCreate":1634037979817,"gmtModify":1634037979953,"author":{"id":"3574379362062891","authorId":"3574379362062891","name":"teow0023","avatar":"https://static.tigerbbs.com/65fec6733e2cc640e16afc0ce4c21f79","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574379362062891","idStr":"3574379362062891"},"themes":[],"htmlText":"Like!","listText":"Like!","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826581428","repostId":"1199301040","repostType":4,"repost":{"id":"1199301040","kind":"news","pubTimestamp":1634030030,"share":"https://www.laohu8.com/m/news/1199301040?lang=zh_CN&edition=full","pubTime":"2021-10-12 17:13","market":"us","language":"en","title":"As Shortages Rage, Here Are 14 Chip Stocks With at Least 30% Upside<blockquote>随着短缺加剧，以下14只芯片股至少有30%的上涨空间</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199301040","media":"Barrons","summary":"The global semiconductor shortage that’s been a pain in many people’s necks throughout this year is going to last 2022. So as the saying goes: If you can’t beat them, join ’em.A lack of chips has led to shortages of products ranging from electronics and computers to cars and higher prices. However, on balance, the chip shortage hasn’t hurt the semiconductor sector. The iShares Semiconductor exchange-traded fund  is up about 18% year to date, in line with comparable gains of the S&P 500.The secto","content":"<p>The global semiconductor shortage that’s been a pain in many people’s necks throughout this year is going to last 2022. So as the saying goes: If you can’t beat them, join ’em.</p><p><blockquote>今年让许多人头疼的全球半导体短缺将持续到2022年。俗话说：如果你不能打败他们，就加入他们。</blockquote></p><p> A lack of chips has led to shortages of products ranging from electronics and computers to cars and higher prices. However, on balance, the chip shortage hasn’t hurt the semiconductor sector. The&nbsp;iShares Semiconductor exchange-traded fund&nbsp;(SOXX) is up about 18% year to date, in line with comparable gains of the&nbsp;S&amp;P 500.</p><p><blockquote>芯片的缺乏导致了从电子产品、计算机到汽车等产品的短缺和价格上涨。然而，总的来说，芯片短缺并没有伤害半导体行业。iShares半导体交易所交易基金(SOXX)今年迄今已上涨约18%，与标准普尔500指数的可比涨幅一致。</blockquote></p><p> The sector has kept up even as shares of the largest companies in the ETF— &nbsp;Intel&nbsp;(INTC) and&nbsp;Broadcom&nbsp;(AVGO)—have underperformed. That pair is up about 9% and 14% year to date, respectively, lagging behind the industry and broader market.</p><p><blockquote>尽管ETF中最大的公司——英特尔(INTC)和博通(AVGO)——的股价表现不佳，但该行业仍保持增长。今年迄今为止，该货币对分别上涨了约9%和14%，落后于行业和大盘。</blockquote></p><p> The shortage isn’t going away soon. Only Monday, auto parts supplier&nbsp;Aptiv&nbsp;(APTV) cut sales and earnings guidance for 2021. About 3 million cars that were expected to be built and sold aren’t going to roll off assembly lines because of a lack of chips, the company said.</p><p><blockquote>短缺不会很快消失。就在周一，汽车零部件供应商安波福(APTV)下调了2021年的销售和盈利指引。该公司表示，由于缺乏芯片，预计生产和销售的约300万辆汽车将不会下线。</blockquote></p><p> Investors can make the persisting shortage work for their portfolios by looking at Wall Street’s favorite chip-sector stocks. There are 14 stocks in the chip sector with above-average Buy-rating ratios and are trading with at least 30% upside compared with their average analyst target price.</p><p><blockquote>投资者可以通过关注华尔街最喜欢的芯片行业股票，让持续的短缺为他们的投资组合发挥作用。芯片行业有14只股票的买入评级高于平均水平，与分析师平均目标价相比，其交易价格至少有30%的上涨空间。</blockquote></p><p> The 14 stocks, listed by descending order of upside, are: specialty gas services provider&nbsp;Ultra Clean&nbsp;(ticker: UCTT), wafer equipment makers&nbsp;FormFactor&nbsp;(FORM), processing materials company&nbsp;CMC Materials&nbsp;(CCMP), chip designer&nbsp;Cirrus Logic&nbsp;(CRUS), equipment maker&nbsp;MKS Instruments&nbsp;(MKSI), light-emitting diode technology company&nbsp;Universal Display&nbsp;(OLED), semi-test company&nbsp;ASE Technology&nbsp;(ASX), memory maker&nbsp;Micron Technology&nbsp;(MU), mobile chip giant&nbsp;Qualcomm&nbsp;(QCOM), semi test and robot equipment maker&nbsp;Teradyne&nbsp;(TER), chip fabrication giant&nbsp;Taiwan Semiconductor Manufacturing&nbsp;(TSM), mobile chip makers&nbsp;Skyworks Solutions&nbsp;(SWKS),Qorvo&nbsp;(QRVO), and equipment maker&nbsp;Lam Research&nbsp;(LRCX).</p><p><blockquote>这14只股票按上涨幅度降序排列，分别是：特种气体服务提供商Ultra Clean（股票代码：UCTT）、晶圆设备制造商FormFactor(FORM)、加工材料公司CMC Materials(CCMP)、芯片设计公司Cirrus Logic(CRUS)、设备制造商MKS Instruments(MKSI)、发光二极管技术公司Universal Display(OLED)、半测试公司日月光科技(ASX)、存储器制造商美光科技(MU)、移动芯片巨头高通(QCOM)、半测试和机器人设备制造商泰瑞达(TER)、芯片制造巨头台积电(TSM)、移动芯片制造商台积电(TSM)、移动芯片制造商Skyworks Solutions(SWKS)、Qorvo(QRVO)和设备制造商Lam Research(LRCX)。</blockquote></p><p> <b>Chips With Upside</b></p><p><blockquote><b>有上涨空间的筹码</b></blockquote></p><p> The majority of analysts have Buy ratings on these chip stocks---and think shares can climb at least 30%.</p><p><blockquote>大多数分析师对这些芯片股给予买入评级，并认为股价至少可以上涨30%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f37660bdc7f3e8b0df4bc6878b0341b0\" tg-width=\"1137\" tg-height=\"645\" referrerpolicy=\"no-referrer\"><span>Source: Bloomberg</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：彭博社</span></p></blockquote></p><p> The average Buy-rating ratio for the 14 stocks is about 75%. The average upside is almost 40%. Wall Street is more bullish today than it was a year ago. Before the chip shortage was daily news, the average upside for the group of 14 was about 12%.</p><p><blockquote>14只股票的平均买入评级比例约为75%。平均上涨空间近40%。今天的华尔街比一年前更加乐观。在芯片短缺成为每日新闻之前，14国集团的平均上涨空间约为12%。</blockquote></p><p> Accelerating earnings growth is one reason for optimism. For the group, earnings are expected to grow about 18% a year on average, up from about 12% average annual growth posted over the past three years.</p><p><blockquote>盈利加速增长是乐观的原因之一。对于该集团来说，盈利预计平均每年增长约18%，高于过去三年约12%的平均年增长率。</blockquote></p><p> While these stocks in the chip sector look like they still have to run despite supply chain woes, a stock screen is just a starting point for more research.</p><p><blockquote>尽管供应链陷入困境，芯片行业的这些股票看起来仍然必须运行，但股票筛选只是更多研究的起点。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>As Shortages Rage, Here Are 14 Chip Stocks With at Least 30% Upside<blockquote>随着短缺加剧，以下14只芯片股至少有30%的上涨空间</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAs Shortages Rage, Here Are 14 Chip Stocks With at Least 30% Upside<blockquote>随着短缺加剧，以下14只芯片股至少有30%的上涨空间</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-10-12 17:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The global semiconductor shortage that’s been a pain in many people’s necks throughout this year is going to last 2022. So as the saying goes: If you can’t beat them, join ’em.</p><p><blockquote>今年让许多人头疼的全球半导体短缺将持续到2022年。俗话说：如果你不能打败他们，就加入他们。</blockquote></p><p> A lack of chips has led to shortages of products ranging from electronics and computers to cars and higher prices. However, on balance, the chip shortage hasn’t hurt the semiconductor sector. The&nbsp;iShares Semiconductor exchange-traded fund&nbsp;(SOXX) is up about 18% year to date, in line with comparable gains of the&nbsp;S&amp;P 500.</p><p><blockquote>芯片的缺乏导致了从电子产品、计算机到汽车等产品的短缺和价格上涨。然而，总的来说，芯片短缺并没有伤害半导体行业。iShares半导体交易所交易基金(SOXX)今年迄今已上涨约18%，与标准普尔500指数的可比涨幅一致。</blockquote></p><p> The sector has kept up even as shares of the largest companies in the ETF— &nbsp;Intel&nbsp;(INTC) and&nbsp;Broadcom&nbsp;(AVGO)—have underperformed. That pair is up about 9% and 14% year to date, respectively, lagging behind the industry and broader market.</p><p><blockquote>尽管ETF中最大的公司——英特尔(INTC)和博通(AVGO)——的股价表现不佳，但该行业仍保持增长。今年迄今为止，该货币对分别上涨了约9%和14%，落后于行业和大盘。</blockquote></p><p> The shortage isn’t going away soon. Only Monday, auto parts supplier&nbsp;Aptiv&nbsp;(APTV) cut sales and earnings guidance for 2021. About 3 million cars that were expected to be built and sold aren’t going to roll off assembly lines because of a lack of chips, the company said.</p><p><blockquote>短缺不会很快消失。就在周一，汽车零部件供应商安波福(APTV)下调了2021年的销售和盈利指引。该公司表示，由于缺乏芯片，预计生产和销售的约300万辆汽车将不会下线。</blockquote></p><p> Investors can make the persisting shortage work for their portfolios by looking at Wall Street’s favorite chip-sector stocks. There are 14 stocks in the chip sector with above-average Buy-rating ratios and are trading with at least 30% upside compared with their average analyst target price.</p><p><blockquote>投资者可以通过关注华尔街最喜欢的芯片行业股票，让持续的短缺为他们的投资组合发挥作用。芯片行业有14只股票的买入评级高于平均水平，与分析师平均目标价相比，其交易价格至少有30%的上涨空间。</blockquote></p><p> The 14 stocks, listed by descending order of upside, are: specialty gas services provider&nbsp;Ultra Clean&nbsp;(ticker: UCTT), wafer equipment makers&nbsp;FormFactor&nbsp;(FORM), processing materials company&nbsp;CMC Materials&nbsp;(CCMP), chip designer&nbsp;Cirrus Logic&nbsp;(CRUS), equipment maker&nbsp;MKS Instruments&nbsp;(MKSI), light-emitting diode technology company&nbsp;Universal Display&nbsp;(OLED), semi-test company&nbsp;ASE Technology&nbsp;(ASX), memory maker&nbsp;Micron Technology&nbsp;(MU), mobile chip giant&nbsp;Qualcomm&nbsp;(QCOM), semi test and robot equipment maker&nbsp;Teradyne&nbsp;(TER), chip fabrication giant&nbsp;Taiwan Semiconductor Manufacturing&nbsp;(TSM), mobile chip makers&nbsp;Skyworks Solutions&nbsp;(SWKS),Qorvo&nbsp;(QRVO), and equipment maker&nbsp;Lam Research&nbsp;(LRCX).</p><p><blockquote>这14只股票按上涨幅度降序排列，分别是：特种气体服务提供商Ultra Clean（股票代码：UCTT）、晶圆设备制造商FormFactor(FORM)、加工材料公司CMC Materials(CCMP)、芯片设计公司Cirrus Logic(CRUS)、设备制造商MKS Instruments(MKSI)、发光二极管技术公司Universal Display(OLED)、半测试公司日月光科技(ASX)、存储器制造商美光科技(MU)、移动芯片巨头高通(QCOM)、半测试和机器人设备制造商泰瑞达(TER)、芯片制造巨头台积电(TSM)、移动芯片制造商台积电(TSM)、移动芯片制造商Skyworks Solutions(SWKS)、Qorvo(QRVO)和设备制造商Lam Research(LRCX)。</blockquote></p><p> <b>Chips With Upside</b></p><p><blockquote><b>有上涨空间的筹码</b></blockquote></p><p> The majority of analysts have Buy ratings on these chip stocks---and think shares can climb at least 30%.</p><p><blockquote>大多数分析师对这些芯片股给予买入评级，并认为股价至少可以上涨30%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f37660bdc7f3e8b0df4bc6878b0341b0\" tg-width=\"1137\" tg-height=\"645\" referrerpolicy=\"no-referrer\"><span>Source: Bloomberg</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：彭博社</span></p></blockquote></p><p> The average Buy-rating ratio for the 14 stocks is about 75%. The average upside is almost 40%. Wall Street is more bullish today than it was a year ago. Before the chip shortage was daily news, the average upside for the group of 14 was about 12%.</p><p><blockquote>14只股票的平均买入评级比例约为75%。平均上涨空间近40%。今天的华尔街比一年前更加乐观。在芯片短缺成为每日新闻之前，14国集团的平均上涨空间约为12%。</blockquote></p><p> Accelerating earnings growth is one reason for optimism. For the group, earnings are expected to grow about 18% a year on average, up from about 12% average annual growth posted over the past three years.</p><p><blockquote>盈利加速增长是乐观的原因之一。对于该集团来说，盈利预计平均每年增长约18%，高于过去三年约12%的平均年增长率。</blockquote></p><p> While these stocks in the chip sector look like they still have to run despite supply chain woes, a stock screen is just a starting point for more research.</p><p><blockquote>尽管供应链陷入困境，芯片行业的这些股票看起来仍然必须运行，但股票筛选只是更多研究的起点。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/chip-shortage-stocks-with-upside-51633993513?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRUS":"凌云半导体","QRVO":"Qorvo, Inc.","SWKS":"思佳讯","UCTT":"超科林半导体","AMD":"美国超微公司","MU":"美光科技","LRCX":"拉姆研究","FORM":"FormFactor","CCMP":"卡伯特微电子","ASX":"日月光半导体","TER":"泰瑞达","OLED":"Universal Display Corporation","QCOM":"高通","TSM":"台积电","NVDA":"英伟达"},"source_url":"https://www.barrons.com/articles/chip-shortage-stocks-with-upside-51633993513?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199301040","content_text":"The global semiconductor shortage that’s been a pain in many people’s necks throughout this year is going to last 2022. So as the saying goes: If you can’t beat them, join ’em.\nA lack of chips has led to shortages of products ranging from electronics and computers to cars and higher prices. However, on balance, the chip shortage hasn’t hurt the semiconductor sector. The iShares Semiconductor exchange-traded fund (SOXX) is up about 18% year to date, in line with comparable gains of the S&P 500.\nThe sector has kept up even as shares of the largest companies in the ETF—  Intel (INTC) and Broadcom (AVGO)—have underperformed. That pair is up about 9% and 14% year to date, respectively, lagging behind the industry and broader market.\nThe shortage isn’t going away soon. Only Monday, auto parts supplier Aptiv (APTV) cut sales and earnings guidance for 2021. About 3 million cars that were expected to be built and sold aren’t going to roll off assembly lines because of a lack of chips, the company said.\nInvestors can make the persisting shortage work for their portfolios by looking at Wall Street’s favorite chip-sector stocks. There are 14 stocks in the chip sector with above-average Buy-rating ratios and are trading with at least 30% upside compared with their average analyst target price.\nThe 14 stocks, listed by descending order of upside, are: specialty gas services provider Ultra Clean (ticker: UCTT), wafer equipment makers FormFactor (FORM), processing materials company CMC Materials (CCMP), chip designer Cirrus Logic (CRUS), equipment maker MKS Instruments (MKSI), light-emitting diode technology company Universal Display (OLED), semi-test company ASE Technology (ASX), memory maker Micron Technology (MU), mobile chip giant Qualcomm (QCOM), semi test and robot equipment maker Teradyne (TER), chip fabrication giant Taiwan Semiconductor Manufacturing (TSM), mobile chip makers Skyworks Solutions (SWKS),Qorvo (QRVO), and equipment maker Lam Research (LRCX).\nChips With Upside\nThe majority of analysts have Buy ratings on these chip stocks---and think shares can climb at least 30%.\nSource: Bloomberg\nThe average Buy-rating ratio for the 14 stocks is about 75%. The average upside is almost 40%. Wall Street is more bullish today than it was a year ago. Before the chip shortage was daily news, the average upside for the group of 14 was about 12%.\nAccelerating earnings growth is one reason for optimism. For the group, earnings are expected to grow about 18% a year on average, up from about 12% average annual growth posted over the past three years.\nWhile these stocks in the chip sector look like they still have to run despite supply chain woes, a stock screen is just a starting point for more research.","news_type":1,"symbols_score_info":{"TSM":0.9,"CRUS":0.9,"CCMP":0.9,"NVDA":0.9,"OLED":0.9,"QRVO":0.9,"MLSIF":0.9,"UCTT":0.9,"AMD":0.9,"QCOM":0.9,"MU":0.9,"LRCX":0.9,"FORM":0.9,"ASX":0.9,"SWKS":0.9,"TER":0.9}},"isVote":1,"tweetType":1,"viewCount":3592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":839908503,"gmtCreate":1629112716702,"gmtModify":1631891427219,"author":{"id":"3574379362062891","authorId":"3574379362062891","name":"teow0023","avatar":"https://static.tigerbbs.com/65fec6733e2cc640e16afc0ce4c21f79","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574379362062891","idStr":"3574379362062891"},"themes":[],"htmlText":"Like!","listText":"Like!","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839908503","repostId":"2159248377","repostType":4,"isVote":1,"tweetType":1,"viewCount":921,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802768096,"gmtCreate":1627809343515,"gmtModify":1631893303672,"author":{"id":"3574379362062891","authorId":"3574379362062891","name":"teow0023","avatar":"https://static.tigerbbs.com/65fec6733e2cc640e16afc0ce4c21f79","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574379362062891","idStr":"3574379362062891"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/802768096","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}