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teow0023

teow0023

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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顶线</blockquote>

2021-10-22

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2021-10-20

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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>随着短缺肆虐，以下是 14 只至少有 30% 上涨空间的芯片股</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>

2021-09-27

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2021-09-19

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2021-09-16

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2021-09-15

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U.S. stocks close lower on worries over recovery, corporate tax hikes<blockquote>由于对经济复苏和企业增税的担忧，美国股市收盘走低</blockquote>

2021-09-03

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2021-08-23

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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>买入芯片股的回调——长期关注这 6 家公司</blockquote>

2021-08-20

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Some China concepts stocks sink in morning trading<blockquote>部分中国概念股早盘下跌</blockquote>

2021-08-19

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2021-08-18

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2021-08-16

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2021-08-09

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2021-08-05

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Nintendo Needs More Than Flashy Buybacks<blockquote>任天堂需要的不仅仅是浮华的回购</blockquote>

2021-08-04

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Toplines After Hours US Market on Tuesday<blockquote>周二美国市场盘后顶线</blockquote>

2021-08-03

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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.laohunote.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顶线</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，表明华尔街股指从历史高点略有回落，原因是投资者在人们普遍预期的美联储开始缩减每月债券购买规模的举措之前持谨慎态度。</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>美国东部时间上午 8:00，道琼斯电子迷你指数上涨 29 点，即 0.08%，标普500电子迷你指数上涨 2 点，即 0.04%，纳斯达克 100 电子迷你指数下跌 17.5 点，即 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>预计美国央行将于周三批准减少大流行病时期对全球最大经济体支持的计划，同时还将关注有关利率和近期通胀飙升的持续性的评论。</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>– 辉瑞公司公布第三季度利润和收入好于预期，盘前股价上涨 2.8%。辉瑞公司每股收益 1.34 美元，比预期高出 25 美分。该公司还发布了对其 Covid-19 疫苗和非新冠治疗的强劲需求的改进全年预测。</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>恩瓦克斯</b><b>)</b>– 由于 Novavax COVID-19 疫苗首次获得授权，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>清醒（LCID）</b>– ucid 股价在盘前交易中下跌 4.5%。摩根士丹利认为该股目前水平被严重高估，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，股票价值将损失 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收益后，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。康菲石油公司不仅将油价上涨归功于盈利超出预期，还归功于整合 Concho Resources 的进展，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>安德玛</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%，比市场普遍预期的每股 15 美分翻了一番多，季度收益为每股 31 美分。安德玛也上调了全年展望，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%，此前超出了盈利预期，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交易的方式收购加拿大智能恒温器制造商 Ecobee，交易价值可能高达 7.7 亿美元，具体取决于 Ecobee 是否达到某些业绩目标。</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>– 杜邦公司在盘前交易中上涨 1.1%，此前这家化学品制造商超出了预期，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>在一笔价值 52 亿美元的交易中，罗杰斯在交易消息传出后股价飙升 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</b>- 这家化妆品制造商的股价在盘前下跌了 2.5%，超出了华尔街的预期，但由于通货膨胀和供应链中断，该公司下调了年度销售预期。雅诗兰黛本季度每股收益为 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（汽车）</b>– Avis Budget 公布的季度收益为每股 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赁费率极大地促进了 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 几乎是每股 1.09 美元普遍预期的两倍，季度收益为每股 2.07 美元。这家购物中心运营商的收入也高于分析师的预期。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。西蒙股价在盘前交易中上涨 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>– Clorox 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，高乐氏支持了其之前的全年预测。其股价在盘前上涨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>切格(CHGG)</b>– 在线教育公司 Chegg 公布的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，其股价在盘前下跌 33%。切格表示，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>- 在全球需求强劲和加拿大化肥制造商产品价格上涨的情况下，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>– 该药品分销商最新季度每股收益为 6.15 美元，轻松超过每股 4.66 美元的普遍预期。由于更昂贵的特种药物的强劲交付数量以及政府分销 Covid-19 疫苗的合同，收入也超出了预期。McKesson 股价在盘前上涨 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; 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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\">2021-11-02 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，表明华尔街股指从历史高点略有回落，原因是投资者在人们普遍预期的美联储开始缩减每月债券购买规模的举措之前持谨慎态度。</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>美国东部时间上午 8:00，道琼斯电子迷你指数上涨 29 点，即 0.08%，标普500电子迷你指数上涨 2 点，即 0.04%，纳斯达克 100 电子迷你指数下跌 17.5 点，即 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>预计美国央行将于周三批准减少大流行病时期对全球最大经济体支持的计划，同时还将关注有关利率和近期通胀飙升的持续性的评论。</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>– 辉瑞公司公布第三季度利润和收入好于预期，盘前股价上涨 2.8%。辉瑞公司每股收益 1.34 美元，比预期高出 25 美分。该公司还发布了对其 Covid-19 疫苗和非新冠治疗的强劲需求的改进全年预测。</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>恩瓦克斯</b><b>)</b>– 由于 Novavax COVID-19 疫苗首次获得授权，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>清醒（LCID）</b>– ucid 股价在盘前交易中下跌 4.5%。摩根士丹利认为该股目前水平被严重高估，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，股票价值将损失 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收益后，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。康菲石油公司不仅将油价上涨归功于盈利超出预期，还归功于整合 Concho Resources 的进展，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>安德玛</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%，比市场普遍预期的每股 15 美分翻了一番多，季度收益为每股 31 美分。安德玛也上调了全年展望，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%，此前超出了盈利预期，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交易的方式收购加拿大智能恒温器制造商 Ecobee，交易价值可能高达 7.7 亿美元，具体取决于 Ecobee 是否达到某些业绩目标。</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>– 杜邦公司在盘前交易中上涨 1.1%，此前这家化学品制造商超出了预期，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>在一笔价值 52 亿美元的交易中，罗杰斯在交易消息传出后股价飙升 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</b>- 这家化妆品制造商的股价在盘前下跌了 2.5%，超出了华尔街的预期，但由于通货膨胀和供应链中断，该公司下调了年度销售预期。雅诗兰黛本季度每股收益为 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（汽车）</b>– Avis Budget 公布的季度收益为每股 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赁费率极大地促进了 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 几乎是每股 1.09 美元普遍预期的两倍，季度收益为每股 2.07 美元。这家购物中心运营商的收入也高于分析师的预期。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。西蒙股价在盘前交易中上涨 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>– Clorox 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，高乐氏支持了其之前的全年预测。其股价在盘前上涨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>切格(CHGG)</b>– 在线教育公司 Chegg 公布的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，其股价在盘前下跌 33%。切格表示，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>- 在全球需求强劲和加拿大化肥制造商产品价格上涨的情况下，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>– 该药品分销商最新季度每股收益为 6.15 美元，轻松超过每股 4.66 美元的普遍预期。由于更昂贵的特种药物的强劲交付数量以及政府分销 Covid-19 疫苗的合同，收入也超出了预期。McKesson 股价在盘前上涨 3.4%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc","ROG":"罗杰斯","MCK":"麦克森药物批发",".SPX":"S&P 500 Index","NTR":"Nutrien Ltd.","TSLA":"特斯拉","PFE":"辉瑞","COP":"康菲石油",".IXIC":"NASDAQ Composite","NVAX":"诺瓦瓦克斯医药","GNRC":"Generac控股","UAA":"安德玛公司A类股","SPG":"西蒙地产","CAR":"安飞士","EL":"雅诗兰黛","CHGG":"Chegg Inc","CLX":"高乐氏",".DJI":"道琼斯","DD":"杜邦"},"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,"PFE":0.9,".SPX":0.9,"CHGG":0.9,"UAA":0.9,"COP":0.9,"LCID":0.9,"NTR":0.9,"ROG":0.9,"EL":0.9,"TSLA":0.9,".DJI":0.9,"GNRC":0.9,"CLX":0.9,"NQmain":0.9,"MCK":0.9,".IXIC":0.9,"SPG":0.9,"DD":0.9,"NVAX":0.9,"YMmain":0.9,"CAR":0.9}},"isVote":1,"tweetType":1,"viewCount":4626,"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,"idStr":"3574379362062891","authorIdStr":"3574379362062891"},"themes":[],"title":"","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":3493,"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,"idStr":"3574379362062891","authorIdStr":"3574379362062891"},"themes":[],"title":"","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":5060,"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,"idStr":"3574379362062891","authorIdStr":"3574379362062891"},"themes":[],"title":"","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.laohunote.com/m/news/1199301040?lang=zh_CN&edition=full","pubTime":"2021-10-12 17:13","market":"us","language":"en","title":"As Shortages Rage, Here Are 14 Chip Stocks With at Least 30% Upside<blockquote>随着短缺肆虐，以下是 14 只至少有 30% 上涨空间的芯片股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199301040","media":"Barrons","summary":"The global semiconductor shortage that’s been a pain in many people’s necks throughout this year is going to last 2022. So as the saying goes: If you can’t beat them, join ’em.A lack of chips has led to shortages of products ranging from electronics and computers to cars and higher prices. However, on balance, the chip shortage hasn’t hurt the semiconductor sector. The iShares Semiconductor exchange-traded fund  is up about 18% year to date, in line with comparable gains of the S&P 500.The secto","content":"<p>The global semiconductor shortage that’s been a pain in many people’s necks throughout this year is going to last 2022. So as the saying goes: If you can’t beat them, join ’em.</p><p><blockquote>今年一直困扰着许多人的全球半导体短缺问题将持续到 2022 年。俗话说：如果你打不过他们，就加入他们。</blockquote></p><p> A lack of chips has led to shortages of products ranging from electronics and computers to cars and higher prices. However, on balance, the chip shortage hasn’t hurt the semiconductor sector. The&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。不过，总的来说，芯片短缺并没有伤害半导体行业。iShares 半导体交易所交易基金 (SOXX) 今年迄今已上涨约 18%，与标普500的可比涨幅一致。</blockquote></p><p> The sector has kept up even as shares of the largest companies in the ETF— &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)——的股票表现不佳，但该行业仍保持上涨。今年迄今为止，这对股票分别上涨了约 9% 和 14%，落后于行业和大盘。</blockquote></p><p> The shortage isn’t going away soon. Only Monday, auto parts supplier&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，预计将生产和销售的约 300 万辆汽车将无法下线。</blockquote></p><p> Investors can make the persisting shortage work for their portfolios by looking at Wall Street’s favorite chip-sector stocks. There are 14 stocks in the chip sector with above-average Buy-rating ratios and are trading with at least 30% upside compared with their average analyst target price.</p><p><blockquote>投资者可以通过关注华尔街最受欢迎的芯片板块股票，让持续的短缺对他们的投资组合有利。芯片行业有 14 只股票的买入评级比率高于平均水平，与分析师平均目标价相比，其交易空间至少为 30%。</blockquote></p><p> The 14 stocks, listed by descending order of upside, are: specialty gas services provider&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 只股票按上涨空间降序排列分别是：特种气体服务提供商 Ultra Clean（股票代码：UCTT）、晶圆设备制造商 FormFactor (FORM)、加工材料公司 CMC Materials (CCMP)、芯片设计商 Cirrus Logic (CRUS)、设备制造商 MKS Instruments (MKSI)、发光二极管技术公司 Universal Display (OLED)、半测试公司 ASE Technology (ASX)、存储器制造商美光科技 (MU)、移动芯片巨头高通 (QCOM)、半测试和机器人设备制造商泰瑞达 (TER)、芯片制造巨头台积电 (TSM)、移动芯片制造商 Skyworks Solutions (SWKS)、Qorvo (QRVO) 和设备制造商 Lam Research (LRCX)。</blockquote></p><p> <b>Chips With Upside</b></p><p><blockquote><b>有上涨空间的芯片</b></blockquote></p><p> The majority of analysts have Buy ratings on these chip stocks---and think shares can climb at least 30%.</p><p><blockquote>大多数分析师对这些芯片股给予买入评级，并认为股价至少可以上涨 30%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f37660bdc7f3e8b0df4bc6878b0341b0\" tg-width=\"1137\" tg-height=\"645\" referrerpolicy=\"no-referrer\"><span>Source: Bloomberg</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：彭博社</span></p></blockquote></p><p> The average Buy-rating ratio for the 14 stocks is about 75%. The average upside is almost 40%. Wall Street is more bullish today than it was a year ago. Before the chip shortage was daily news, the average upside for the group of 14 was about 12%.</p><p><blockquote>14只股票的平均买入评级比率约为75%。平均上涨空间接近40%。今天的华尔街比一年前更加乐观。在芯片短缺成为每日新闻之前，14 人集团的平均上涨空间约为 12%。</blockquote></p><p> Accelerating earnings growth is one reason for optimism. For the group, earnings are expected to grow about 18% a year on average, up from about 12% average annual growth posted over the past three years.</p><p><blockquote>盈利增长加速是乐观的原因之一。本集团的盈利预计平均每年增长约18%，高于过去三年约12%的平均年增长率。</blockquote></p><p> While these stocks in the chip sector look like they still have to run despite supply chain woes, a stock screen is just a starting point for more research.</p><p><blockquote>尽管供应链陷入困境，但芯片行业的这些股票看起来仍然必须运行，但股票筛选只是更多研究的起点。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>As Shortages Rage, Here Are 14 Chip Stocks With at Least 30% Upside<blockquote>随着短缺肆虐，以下是 14 只至少有 30% 上涨空间的芯片股</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAs Shortages Rage, Here Are 14 Chip Stocks With at Least 30% Upside<blockquote>随着短缺肆虐，以下是 14 只至少有 30% 上涨空间的芯片股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-10-12 17:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The global semiconductor shortage that’s been a pain in many people’s necks throughout this year is going to last 2022. So as the saying goes: If you can’t beat them, join ’em.</p><p><blockquote>今年一直困扰着许多人的全球半导体短缺问题将持续到 2022 年。俗话说：如果你打不过他们，就加入他们。</blockquote></p><p> A lack of chips has led to shortages of products ranging from electronics and computers to cars and higher prices. However, on balance, the chip shortage hasn’t hurt the semiconductor sector. The&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。不过，总的来说，芯片短缺并没有伤害半导体行业。iShares 半导体交易所交易基金 (SOXX) 今年迄今已上涨约 18%，与标普500的可比涨幅一致。</blockquote></p><p> The sector has kept up even as shares of the largest companies in the ETF— &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)——的股票表现不佳，但该行业仍保持上涨。今年迄今为止，这对股票分别上涨了约 9% 和 14%，落后于行业和大盘。</blockquote></p><p> The shortage isn’t going away soon. Only Monday, auto parts supplier&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，预计将生产和销售的约 300 万辆汽车将无法下线。</blockquote></p><p> Investors can make the persisting shortage work for their portfolios by looking at Wall Street’s favorite chip-sector stocks. There are 14 stocks in the chip sector with above-average Buy-rating ratios and are trading with at least 30% upside compared with their average analyst target price.</p><p><blockquote>投资者可以通过关注华尔街最受欢迎的芯片板块股票，让持续的短缺对他们的投资组合有利。芯片行业有 14 只股票的买入评级比率高于平均水平，与分析师平均目标价相比，其交易空间至少为 30%。</blockquote></p><p> The 14 stocks, listed by descending order of upside, are: specialty gas services provider&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 只股票按上涨空间降序排列分别是：特种气体服务提供商 Ultra Clean（股票代码：UCTT）、晶圆设备制造商 FormFactor (FORM)、加工材料公司 CMC Materials (CCMP)、芯片设计商 Cirrus Logic (CRUS)、设备制造商 MKS Instruments (MKSI)、发光二极管技术公司 Universal Display (OLED)、半测试公司 ASE Technology (ASX)、存储器制造商美光科技 (MU)、移动芯片巨头高通 (QCOM)、半测试和机器人设备制造商泰瑞达 (TER)、芯片制造巨头台积电 (TSM)、移动芯片制造商 Skyworks Solutions (SWKS)、Qorvo (QRVO) 和设备制造商 Lam Research (LRCX)。</blockquote></p><p> <b>Chips With Upside</b></p><p><blockquote><b>有上涨空间的芯片</b></blockquote></p><p> The majority of analysts have Buy ratings on these chip stocks---and think shares can climb at least 30%.</p><p><blockquote>大多数分析师对这些芯片股给予买入评级，并认为股价至少可以上涨 30%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f37660bdc7f3e8b0df4bc6878b0341b0\" tg-width=\"1137\" tg-height=\"645\" referrerpolicy=\"no-referrer\"><span>Source: Bloomberg</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：彭博社</span></p></blockquote></p><p> The average Buy-rating ratio for the 14 stocks is about 75%. The average upside is almost 40%. Wall Street is more bullish today than it was a year ago. Before the chip shortage was daily news, the average upside for the group of 14 was about 12%.</p><p><blockquote>14只股票的平均买入评级比率约为75%。平均上涨空间接近40%。今天的华尔街比一年前更加乐观。在芯片短缺成为每日新闻之前，14 人集团的平均上涨空间约为 12%。</blockquote></p><p> Accelerating earnings growth is one reason for optimism. For the group, earnings are expected to grow about 18% a year on average, up from about 12% average annual growth posted over the past three years.</p><p><blockquote>盈利增长加速是乐观的原因之一。本集团的盈利预计平均每年增长约18%，高于过去三年约12%的平均年增长率。</blockquote></p><p> While these stocks in the chip sector look like they still have to run despite supply chain woes, a stock screen is just a starting point for more research.</p><p><blockquote>尽管供应链陷入困境，但芯片行业的这些股票看起来仍然必须运行，但股票筛选只是更多研究的起点。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/chip-shortage-stocks-with-upside-51633993513?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASX":"日月光半导体","QRVO":"Qorvo, Inc.","SWKS":"思佳讯","TSM":"台积电","NVDA":"英伟达","CRUS":"凌云半导体","FORM":"FormFactor","QCOM":"高通","TER":"泰瑞达","OLED":"Universal Display Corporation","MU":"美光科技","LRCX":"拉姆研究","UCTT":"超科林半导体","AMD":"美国超微公司"},"source_url":"https://www.barrons.com/articles/chip-shortage-stocks-with-upside-51633993513?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199301040","content_text":"The global semiconductor shortage that’s been a pain in many people’s necks throughout this year is going to last 2022. So as the saying goes: If you can’t beat them, join ’em.\nA lack of chips has led to shortages of products ranging from electronics and computers to cars and higher prices. However, on balance, the chip shortage hasn’t hurt the semiconductor sector. The iShares Semiconductor exchange-traded fund (SOXX) is up about 18% year to date, in line with comparable gains of the S&P 500.\nThe sector has kept up even as shares of the largest companies in the ETF—  Intel (INTC) and Broadcom (AVGO)—have underperformed. That pair is up about 9% and 14% year to date, respectively, lagging behind the industry and broader market.\nThe shortage isn’t going away soon. Only Monday, auto parts supplier Aptiv (APTV) cut sales and earnings guidance for 2021. About 3 million cars that were expected to be built and sold aren’t going to roll off assembly lines because of a lack of chips, the company said.\nInvestors can make the persisting shortage work for their portfolios by looking at Wall Street’s favorite chip-sector stocks. There are 14 stocks in the chip sector with above-average Buy-rating ratios and are trading with at least 30% upside compared with their average analyst target price.\nThe 14 stocks, listed by descending order of upside, are: specialty gas services provider Ultra Clean (ticker: UCTT), wafer equipment makers FormFactor (FORM), processing materials company CMC Materials (CCMP), chip designer Cirrus Logic (CRUS), equipment maker MKS Instruments (MKSI), light-emitting diode technology company Universal Display (OLED), semi-test company ASE Technology (ASX), memory maker Micron Technology (MU), mobile chip giant Qualcomm (QCOM), semi test and robot equipment maker Teradyne (TER), chip fabrication giant Taiwan Semiconductor Manufacturing (TSM), mobile chip makers Skyworks Solutions (SWKS),Qorvo (QRVO), and equipment maker Lam Research (LRCX).\nChips With Upside\nThe majority of analysts have Buy ratings on these chip stocks---and think shares can climb at least 30%.\nSource: Bloomberg\nThe average Buy-rating ratio for the 14 stocks is about 75%. The average upside is almost 40%. Wall Street is more bullish today than it was a year ago. Before the chip shortage was daily news, the average upside for the group of 14 was about 12%.\nAccelerating earnings growth is one reason for optimism. For the group, earnings are expected to grow about 18% a year on average, up from about 12% average annual growth posted over the past three years.\nWhile these stocks in the chip sector look like they still have to run despite supply chain woes, a stock screen is just a starting point for more research.","news_type":1,"symbols_score_info":{"QRVO":0.9,"CRUS":0.9,"NVDA":0.9,"AMD":0.9,"FORM":0.9,"MU":0.9,"OLED":0.9,"SWKS":0.9,"CCMP":0.9,"LRCX":0.9,"TSM":0.9,"ASX":0.9,"QCOM":0.9,"MLSIF":0.9,"UCTT":0.9,"TER":0.9}},"isVote":1,"tweetType":1,"viewCount":4449,"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,"idStr":"3574379362062891","authorIdStr":"3574379362062891"},"themes":[],"title":"","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.laohunote.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）公布了有史以来最大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125,000名全职和兼职员工，从事履行和物流工作，平均起薪超过每小时18美元。</li><li>“亚马逊全球消费者部首席执行官戴夫-克拉克（Dave Clark）说：”我们很高兴能在今年早些时候帮助顾客获得超值的假日优惠，包括数千种小型企业产品。“顾客可以放心地提前购物，因为他们知道从今天开始他们将获得令人难以置信的优惠，让他们在假期待办事项清单上抢占先机，从而真正享受假期”。</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）公布了有史以来最大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125,000名全职和兼职员工，从事履行和物流工作，平均起薪超过每小时18美元。</li><li>“亚马逊全球消费者部首席执行官戴夫-克拉克（Dave Clark）说：”我们很高兴能在今年早些时候帮助顾客获得超值的假日优惠，包括数千种小型企业产品。“顾客可以放心地提前购物，因为他们知道从今天开始他们将获得令人难以置信的优惠，让他们在假期待办事项清单上抢占先机，从而真正享受假期”。</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":3873,"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,"idStr":"3574379362062891","authorIdStr":"3574379362062891"},"themes":[],"title":"","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":2282,"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,"idStr":"3574379362062891","authorIdStr":"3574379362062891"},"themes":[],"title":"","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":2368,"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,"idStr":"3574379362062891","authorIdStr":"3574379362062891"},"themes":[],"title":"","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":3429,"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,"idStr":"3574379362062891","authorIdStr":"3574379362062891"},"themes":[],"title":"","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.laohunote.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>由于对经济复苏和企业增税的担忧，美国股市收盘走低</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>纽约（路透社） - 尽管有通胀放缓的迹象，但经济不确定性和企业税率上调的可能性不断增加抑制了投资者情绪，并引发了广泛的抛售，华尔街周二下跌。</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>乐观情绪在整个交易日逐渐消退，扭转了劳工部发布消费者价格指数报告后最初的反弹势头。美国三大股指均以负值收盘，这提醒人们，9 月份是股市历史上最艰难的一个月。</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>本月到目前为止，标普500下跌了近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 说：”市场有可能只是准备好经历一场迟来的调整。“从季节性来看，9月份往往是基金经理的窗口期。”</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变种的出现推动了对全球健康危机复苏的看跌情绪的增加，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 的投资组合经理保罗-诺尔特（Paul Nolte）说：”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，而这恰逢德尔塔变异毒株的上升”。</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月份数据低于共识，这一放缓支持了美联储主席杰罗姆-鲍威尔（Jerome Powell）的断言，即通胀飙升是暂时的，并平息了市场对央行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>数据显示，美国国债收益率下降，给金融股带来压力，投资者的青睐以牺牲价值为代价重新转向增长。[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 万亿美元预算方案逐渐接近通过，人们期待已久的企业税上调幅度将从 21% 提高到 26.5%。</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>道琼斯工业平均指数下跌292.06点，跌幅0.84%，报34,577.57点；标普500下跌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 15,037.76 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个主要板块全部收红，其中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日益严格的审查。其股价收盘下跌 1.0%，是标普500和纳斯达克最大的拖累。</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>Intuit Inc 上涨了 1.9%，此前这家涡轮税制造商宣布将以 120 亿美元收购数字营销公司 Mailchimp。</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发行量与上涨发行量的比例为 2.25 比 1；在纳斯达克，2.40 比 1 的比率有利于下跌者。</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；纳斯达克综合指数创下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>美国交易所的成交量为 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>由于对经济复苏和企业增税的担忧，美国股市收盘走低</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. stocks close lower on worries over recovery, corporate tax hikes<blockquote>由于对经济复苏和企业增税的担忧，美国股市收盘走低</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-09-15 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>纽约（路透社） - 尽管有通胀放缓的迹象，但经济不确定性和企业税率上调的可能性不断增加抑制了投资者情绪，并引发了广泛的抛售，华尔街周二下跌。</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>乐观情绪在整个交易日逐渐消退，扭转了劳工部发布消费者价格指数报告后最初的反弹势头。美国三大股指均以负值收盘，这提醒人们，9 月份是股市历史上最艰难的一个月。</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>本月到目前为止，标普500下跌了近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 说：”市场有可能只是准备好经历一场迟来的调整。“从季节性来看，9月份往往是基金经理的窗口期。”</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变种的出现推动了对全球健康危机复苏的看跌情绪的增加，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 的投资组合经理保罗-诺尔特（Paul Nolte）说：”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，而这恰逢德尔塔变异毒株的上升”。</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月份数据低于共识，这一放缓支持了美联储主席杰罗姆-鲍威尔（Jerome Powell）的断言，即通胀飙升是暂时的，并平息了市场对央行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>数据显示，美国国债收益率下降，给金融股带来压力，投资者的青睐以牺牲价值为代价重新转向增长。[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 万亿美元预算方案逐渐接近通过，人们期待已久的企业税上调幅度将从 21% 提高到 26.5%。</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>道琼斯工业平均指数下跌292.06点，跌幅0.84%，报34,577.57点；标普500下跌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 15,037.76 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个主要板块全部收红，其中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日益严格的审查。其股价收盘下跌 1.0%，是标普500和纳斯达克最大的拖累。</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>Intuit Inc 上涨了 1.9%，此前这家涡轮税制造商宣布将以 120 亿美元收购数字营销公司 Mailchimp。</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发行量与上涨发行量的比例为 2.25 比 1；在纳斯达克，2.40 比 1 的比率有利于下跌者。</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；纳斯达克综合指数创下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>美国交易所的成交量为 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",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"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":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3917,"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,"idStr":"3574379362062891","authorIdStr":"3574379362062891"},"themes":[],"title":"","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":3715,"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,"idStr":"3574379362062891","authorIdStr":"3574379362062891"},"themes":[],"title":"","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":789,"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,"idStr":"3574379362062891","authorIdStr":"3574379362062891"},"themes":[],"title":"","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.laohunote.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>买入芯片股的回调——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大。</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%，而标准普尔 500 指数、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票值得买入？或者，这个历史上具有周期性的行业是否故技重施，陷入持续下跌趋势，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，但如果您喜欢持有股票多年，而不是租用几天，那么该集团值得购买。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>这些无疑是投资中最可怕的词语之一。但芯片行业已经发生了很大的变化，现在确实不同了——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。我会回顾一下这些。但首先，以下是该集团现在 “更安全 ”的三个主要原因--以及我在过去几天里与六位行业专家交谈过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 说：”受产品周期的驱动，芯片行业的需求总是时好时坏。“<a href=\"https://laohu8.com/S/FBNC\">第一</a>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，因此长期增长故事更可预测。</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 ”，终端市场需求从各个角度都更加多样化。把远程办公服务想象成<a href=\"https://laohu8.com/S/ZM\">缩放</a>看好该集团的 Gabelli Funds 投资组合经理兼技术分析师 Hendi Susanto 指出，网上购物、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 说：”现代数字经济的任何方面都离不开半导体。“这意味着所有东西都有更多的筹码。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>他没开玩笑。威廉·布莱尔分析师格雷格·斯科拉罗预测，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，你听到的大范围供应短缺 “可能要到明年年底的某个时候才能得到解决”。<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师 Vivek Arya。“这不仅是我们的观点，而且<a href=\"https://laohu8.com/S/AONE.U\">一</a>大多数大客户都证实了这一点。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2、玩家巩固</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>在生产链的上下游，从设计到各类设备生产商再到制造，行业参与者已经整合成罗通蒂-评级 “赢得 ”的双头垄断或垄断。</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，你有Cadence Design Systems和Synopsys。在生产设备方面，公司在极紫外光刻 (EUV) 等专业领域占据主导地位，例如 ASML。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，赢得了他们的利基或双寡头地位。这使得投资者对它们感兴趣。Rotonti 表示，整合还意味着参与者在定价和产能方面的行为更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所改善</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比历史上高得多。“温伯恩说：”在过去的几年里，芯片制造的经济性有了很大的改善。现金流或 EBITDA 利润率现在通常超过 30%，而十年前则在 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. 的投资组合经理拉马尔·维莱尔 (Lamar Villere) 指出，尽管芯片股票的交易市盈率约为市盈率，但它们看起来很便宜，因为它们是更好的公司。“他们并没有以泡沫倍数进行交易”。</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>要买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近核实的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新管理层玩法</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 高级股票研究分析师彼得·卡拉泽里斯 (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的业绩可能会因为新管理层而得到提振：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>两者都具有稳定的盈利能力。高通最近受到德克萨斯州恶劣天气等一次性问题的打击，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\">半导体</a>正在将手机以外的领域扩展到汽车、工业和物联网等新领域——联网设备领域。</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， 由于其卓越的设计能力， Nvidia 从数据中心和游戏设备芯片需求中获得了持续提振。</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，当高通和英伟达等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\">概要</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可以帮助芯片创新者为他们的芯片创建蓝图，他特别指出了这些名字。“他们不是世界上增长最快的公司，但他们的利润率很高”。他们也主宰了太空。</blockquote></p><p> <b>An EUV&nbsp;play</b></p><p><blockquote><b>EUV游戏</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应用到硅上，台积电和三星等公司转向了ASML。它的机器使用微小的光脉冲将芯片设计模板印在硅片上，这一过程称为极紫外线光刻。“罗通蒂说：”其他人还没有想出怎么做。</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，它在供应这样做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>供过于求</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，这样它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 年生产其使用的芯片的 70%，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>结果是，政府为促进制造业提供了大量支持，因此会有更多支持。风险是未来某个时候供应过剩。这也可能会推动芯片设备的采购，导致未来的平静，这可能会损害设备制造商的销售和利润率趋势。</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>干扰信号</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 (PMI) 指数在 4 月份达到峰值，然后连续三个月放缓。与此同时，芯片销售持续增长。Thrivent 跟踪该指标的 Karazeris 指出，通常两者遵循相同的趋势。他将这种差异归因于库存积累，而库存积累不如真正的终端市场需求可持续。因此，他认为这种背离是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。“卡拉泽里斯说：”这些通常是在周期的顶部而不是底部看到的东西。</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>但也有可能全球采购经理人指数的放缓更多的是芯片短缺的反映，而不是短缺并非真实存在的迹象（只是库存积压）。“Leuthold 经济学家兼策略师吉姆-保尔森（Jim Paulsen）说：”这种分歧并不一定意味着芯片订单会翻盘消亡。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，福特刚刚宣布不得不减产是因为芯片短缺，而不是潜在需求不足。</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对大件商品被压抑的需求等因素，体面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撑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>买入芯片股的回调——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>买入芯片股的回调——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大。</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%，而标准普尔 500 指数、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票值得买入？或者，这个历史上具有周期性的行业是否故技重施，陷入持续下跌趋势，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，但如果您喜欢持有股票多年，而不是租用几天，那么该集团值得购买。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>这些无疑是投资中最可怕的词语之一。但芯片行业已经发生了很大的变化，现在确实不同了——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。我会回顾一下这些。但首先，以下是该集团现在 “更安全 ”的三个主要原因--以及我在过去几天里与六位行业专家交谈过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 说：”受产品周期的驱动，芯片行业的需求总是时好时坏。“<a href=\"https://laohu8.com/S/FBNC\">第一</a>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，因此长期增长故事更可预测。</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 ”，终端市场需求从各个角度都更加多样化。把远程办公服务想象成<a href=\"https://laohu8.com/S/ZM\">缩放</a>看好该集团的 Gabelli Funds 投资组合经理兼技术分析师 Hendi Susanto 指出，网上购物、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 说：”现代数字经济的任何方面都离不开半导体。“这意味着所有东西都有更多的筹码。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>他没开玩笑。威廉·布莱尔分析师格雷格·斯科拉罗预测，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，你听到的大范围供应短缺 “可能要到明年年底的某个时候才能得到解决”。<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师 Vivek Arya。“这不仅是我们的观点，而且<a href=\"https://laohu8.com/S/AONE.U\">一</a>大多数大客户都证实了这一点。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2、玩家巩固</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>在生产链的上下游，从设计到各类设备生产商再到制造，行业参与者已经整合成罗通蒂-评级 “赢得 ”的双头垄断或垄断。</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，你有Cadence Design Systems和Synopsys。在生产设备方面，公司在极紫外光刻 (EUV) 等专业领域占据主导地位，例如 ASML。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，赢得了他们的利基或双寡头地位。这使得投资者对它们感兴趣。Rotonti 表示，整合还意味着参与者在定价和产能方面的行为更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所改善</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比历史上高得多。“温伯恩说：”在过去的几年里，芯片制造的经济性有了很大的改善。现金流或 EBITDA 利润率现在通常超过 30%，而十年前则在 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. 的投资组合经理拉马尔·维莱尔 (Lamar Villere) 指出，尽管芯片股票的交易市盈率约为市盈率，但它们看起来很便宜，因为它们是更好的公司。“他们并没有以泡沫倍数进行交易”。</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>要买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近核实的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新管理层玩法</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 高级股票研究分析师彼得·卡拉泽里斯 (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的业绩可能会因为新管理层而得到提振：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>两者都具有稳定的盈利能力。高通最近受到德克萨斯州恶劣天气等一次性问题的打击，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\">半导体</a>正在将手机以外的领域扩展到汽车、工业和物联网等新领域——联网设备领域。</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， 由于其卓越的设计能力， Nvidia 从数据中心和游戏设备芯片需求中获得了持续提振。</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，当高通和英伟达等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\">概要</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可以帮助芯片创新者为他们的芯片创建蓝图，他特别指出了这些名字。“他们不是世界上增长最快的公司，但他们的利润率很高”。他们也主宰了太空。</blockquote></p><p> <b>An EUV&nbsp;play</b></p><p><blockquote><b>EUV游戏</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应用到硅上，台积电和三星等公司转向了ASML。它的机器使用微小的光脉冲将芯片设计模板印在硅片上，这一过程称为极紫外线光刻。“罗通蒂说：”其他人还没有想出怎么做。</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，它在供应这样做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>供过于求</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，这样它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 年生产其使用的芯片的 70%，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>结果是，政府为促进制造业提供了大量支持，因此会有更多支持。风险是未来某个时候供应过剩。这也可能会推动芯片设备的采购，导致未来的平静，这可能会损害设备制造商的销售和利润率趋势。</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>干扰信号</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 (PMI) 指数在 4 月份达到峰值，然后连续三个月放缓。与此同时，芯片销售持续增长。Thrivent 跟踪该指标的 Karazeris 指出，通常两者遵循相同的趋势。他将这种差异归因于库存积累，而库存积累不如真正的终端市场需求可持续。因此，他认为这种背离是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。“卡拉泽里斯说：”这些通常是在周期的顶部而不是底部看到的东西。</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>但也有可能全球采购经理人指数的放缓更多的是芯片短缺的反映，而不是短缺并非真实存在的迹象（只是库存积压）。“Leuthold 经济学家兼策略师吉姆-保尔森（Jim Paulsen）说：”这种分歧并不一定意味着芯片订单会翻盘消亡。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，福特刚刚宣布不得不减产是因为芯片短缺，而不是潜在需求不足。</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对大件商品被压抑的需求等因素，体面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撑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":{"NVDA":"英伟达","ON":"安森美半导体","GOOG":"谷歌","TSM":"台积电","AAPL":"苹果","SNPS":"新思科技","CDNS":"铿腾电子","ASML":"阿斯麦","SSNLF":"三星电子","GOOGL":"谷歌A","QCOM":"高通","AMZN":"亚马逊","SOXX":"iShares费城交易所半导体ETF"},"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":{"AMZN":0.9,"SNPS":0.9,"NVDA":0.9,"CDNS":0.9,"GOOG":0.9,"TSM":0.9,"AAPL":0.9,"ASML":0.9,"QCOM":0.9,"SSNLF":0.9,"GOOGL":0.9,"SOXX":0.9,"ON":0.9}},"isVote":1,"tweetType":1,"viewCount":1168,"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,"idStr":"3574379362062891","authorIdStr":"3574379362062891"},"themes":[],"title":"","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.laohunote.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>部分中国概念股早盘下跌</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）部分中国概念股早盘下跌。</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，对公司处理用户数据的方式制定了更严格的规定，此举推动了中国遏制大型科技公司影响力的行动。</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>中国中央电视台周五上午报道称，中国立法机构批准了《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，但早期的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高达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>部分中国概念股早盘下跌</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>部分中国概念股早盘下跌</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）部分中国概念股早盘下跌。</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，对公司处理用户数据的方式制定了更严格的规定，此举推动了中国遏制大型科技公司影响力的行动。</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>中国中央电视台周五上午报道称，中国立法机构批准了《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，但早期的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高达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":977,"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,"idStr":"3574379362062891","authorIdStr":"3574379362062891"},"themes":[],"title":"","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":976,"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,"idStr":"3574379362062891","authorIdStr":"3574379362062891"},"themes":[],"title":"","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":857,"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,"idStr":"3574379362062891","authorIdStr":"3574379362062891"},"themes":[],"title":"","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":1217,"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,"idStr":"3574379362062891","authorIdStr":"3574379362062891"},"themes":[],"title":"","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":984,"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,"idStr":"3574379362062891","authorIdStr":"3574379362062891"},"themes":[],"title":"","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.laohunote.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浮华的回购</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>大规模回购股票将有助于缓解令人失望业绩带来的打击，但并不是未来的策略。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>应该有助于安抚那些在该股今年下跌超过 10% 时持有的投资者。</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，但随着疫情在家推动的消退，它需要阐明一个更清晰的未来愿景。</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了 17%，收入下降了 10%，两者均低于标准普尔全球市场情报公司（S&amp;P Global Market Intelligence）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月发布的《地平线》是其最畅销的游戏之一。零部件短缺也仍然是其游戏机生产和分销的一个问题。</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（约合 9.1 亿美元）回购自己 1.51% 的股票。为日本公司回购 arerare — 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。该公司拥有约 100 亿美元现金和近 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此次回购的原因。这似乎表明这可能只是一次性的，因为 Covid-19 的提振很可能不会重复。</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经济形势做好准备。该股今年已下跌 14%，表现逊于日本大盘以及 asSony 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控制台可能已经过了中间，进入了第五个年头。发展任天堂的在线业务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收入来源多样化。</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浮华的回购</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浮华的回购</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>大规模回购股票将有助于缓解令人失望业绩带来的打击，但并不是未来的策略。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>应该有助于安抚那些在该股今年下跌超过 10% 时持有的投资者。</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，但随着疫情在家推动的消退，它需要阐明一个更清晰的未来愿景。</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了 17%，收入下降了 10%，两者均低于标准普尔全球市场情报公司（S&amp;P Global Market Intelligence）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月发布的《地平线》是其最畅销的游戏之一。零部件短缺也仍然是其游戏机生产和分销的一个问题。</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（约合 9.1 亿美元）回购自己 1.51% 的股票。为日本公司回购 arerare — 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。该公司拥有约 100 亿美元现金和近 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此次回购的原因。这似乎表明这可能只是一次性的，因为 Covid-19 的提振很可能不会重复。</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经济形势做好准备。该股今年已下跌 14%，表现逊于日本大盘以及 asSony 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控制台可能已经过了中间，进入了第五个年头。发展任天堂的在线业务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收入来源多样化。</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":715,"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,"idStr":"3574379362062891","authorIdStr":"3574379362062891"},"themes":[],"title":"","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.laohunote.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在常规交易时段升至另一个新纪录。</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分截至目前，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指数期货分别下跌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%；这家拼车公司公布的季度业绩超出了分析师的预期。该公司表示，尽管 Covid-19 病例有所增加，但 7 月份需求仍在持续增长。Lyft报告每股亏损 5 美分，而华尔街预测为每股 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（纳斯达克股票代码：CZR）上涨2.6%；这家游戏和酒店连锁店的季度收益报告。凯撒公布的每股收益为 34 美分，比分析师预期高出 52 美分，营收为 25 亿美元，也超出预期。该公司将其增长归功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（纳斯达克股票代码：ATVI）上涨 6.1%；这家《看涨期权使命》和其他视频游戏的制造商公布了第二季度财报。该公司公布的每股收益为 91 美分，营收为 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>匹配组（纳斯达克：MTCH）下降3.5%；在线约会公司 Match 公布的收益弱于预期，尽管在约会领域复苏的情况下，该公司在美国的销售额增长强劲。Match 的品牌组合包括 Tinder、Hinge 和 OkCupid，报告本季度每股收益为 46 美分，比华尔街预测低 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（纳斯达克股票代码：ZY）下跌67%；不再期待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（纳斯达克股票代码：CERS）上涨13.5%；报告第二季度每股收益为（0.09 美元），符合分析师预期的（0.09 美元）。本季度收入为 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）下降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。本季度收入为 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（纳斯达克股票代码：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 美元低 0.06 美元。本季度收入为 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 4500 万至 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（纽约证券交易所股票代码：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）低 0.20 美元。本季度收入为 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（纽约证券交易所股票代码：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。本季度收入为 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, Inc.（纽约证券交易所股票代码：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。本季度收入为 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（纳斯达克股票代码：CDLX）下跌2%；报告第二季度每股收益为（0.39 美元），符合分析师预期的（0.39 美元）。本季度收入为 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 5700 万至 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在常规交易时段升至另一个新纪录。</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分截至目前，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指数期货分别下跌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%；这家拼车公司公布的季度业绩超出了分析师的预期。该公司表示，尽管 Covid-19 病例有所增加，但 7 月份需求仍在持续增长。Lyft报告每股亏损 5 美分，而华尔街预测为每股 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（纳斯达克股票代码：CZR）上涨2.6%；这家游戏和酒店连锁店的季度收益报告。凯撒公布的每股收益为 34 美分，比分析师预期高出 52 美分，营收为 25 亿美元，也超出预期。该公司将其增长归功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（纳斯达克股票代码：ATVI）上涨 6.1%；这家《看涨期权使命》和其他视频游戏的制造商公布了第二季度财报。该公司公布的每股收益为 91 美分，营收为 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>匹配组（纳斯达克：MTCH）下降3.5%；在线约会公司 Match 公布的收益弱于预期，尽管在约会领域复苏的情况下，该公司在美国的销售额增长强劲。Match 的品牌组合包括 Tinder、Hinge 和 OkCupid，报告本季度每股收益为 46 美分，比华尔街预测低 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（纳斯达克股票代码：ZY）下跌67%；不再期待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（纳斯达克股票代码：CERS）上涨13.5%；报告第二季度每股收益为（0.09 美元），符合分析师预期的（0.09 美元）。本季度收入为 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）下降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。本季度收入为 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（纳斯达克股票代码：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 美元低 0.06 美元。本季度收入为 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 4500 万至 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（纽约证券交易所股票代码：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）低 0.20 美元。本季度收入为 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（纽约证券交易所股票代码：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。本季度收入为 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, Inc.（纽约证券交易所股票代码：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。本季度收入为 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（纳斯达克股票代码：CDLX）下跌2%；报告第二季度每股收益为（0.39 美元），符合分析师预期的（0.39 美元）。本季度收入为 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 5700 万至 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":{"MTCH":"Match Group, Inc.","NVTA":"Invitae Corporation",".IXIC":"NASDAQ Composite","CERS":"Cerus Corporation","LYFT":"Lyft, Inc.","CZR":"凯撒娱乐","CDLX":"Cardlytics Inc.",".SPX":"S&P 500 Index","RNG":"Ringcentral Inc.",".DJI":"道琼斯"},"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 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22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股的回调——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大。</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%，而标准普尔 500 指数、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票值得买入？或者，这个历史上具有周期性的行业是否故技重施，陷入持续下跌趋势，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，但如果您喜欢持有股票多年，而不是租用几天，那么该集团值得购买。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>这些无疑是投资中最可怕的词语之一。但芯片行业已经发生了很大的变化，现在确实不同了——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。我会回顾一下这些。但首先，以下是该集团现在 “更安全 ”的三个主要原因--以及我在过去几天里与六位行业专家交谈过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 说：”受产品周期的驱动，芯片行业的需求总是时好时坏。“<a href=\"https://laohu8.com/S/FBNC\">第一</a>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，因此长期增长故事更可预测。</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 ”，终端市场需求从各个角度都更加多样化。把远程办公服务想象成<a href=\"https://laohu8.com/S/ZM\">缩放</a>看好该集团的 Gabelli Funds 投资组合经理兼技术分析师 Hendi Susanto 指出，网上购物、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 说：”现代数字经济的任何方面都离不开半导体。“这意味着所有东西都有更多的筹码。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>他没开玩笑。威廉·布莱尔分析师格雷格·斯科拉罗预测，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，你听到的大范围供应短缺 “可能要到明年年底的某个时候才能得到解决”。<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师 Vivek Arya。“这不仅是我们的观点，而且<a href=\"https://laohu8.com/S/AONE.U\">一</a>大多数大客户都证实了这一点。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2、玩家巩固</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>在生产链的上下游，从设计到各类设备生产商再到制造，行业参与者已经整合成罗通蒂-评级 “赢得 ”的双头垄断或垄断。</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，你有Cadence Design Systems和Synopsys。在生产设备方面，公司在极紫外光刻 (EUV) 等专业领域占据主导地位，例如 ASML。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，赢得了他们的利基或双寡头地位。这使得投资者对它们感兴趣。Rotonti 表示，整合还意味着参与者在定价和产能方面的行为更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所改善</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比历史上高得多。“温伯恩说：”在过去的几年里，芯片制造的经济性有了很大的改善。现金流或 EBITDA 利润率现在通常超过 30%，而十年前则在 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. 的投资组合经理拉马尔·维莱尔 (Lamar Villere) 指出，尽管芯片股票的交易市盈率约为市盈率，但它们看起来很便宜，因为它们是更好的公司。“他们并没有以泡沫倍数进行交易”。</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>要买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近核实的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新管理层玩法</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 高级股票研究分析师彼得·卡拉泽里斯 (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的业绩可能会因为新管理层而得到提振：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>两者都具有稳定的盈利能力。高通最近受到德克萨斯州恶劣天气等一次性问题的打击，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\">半导体</a>正在将手机以外的领域扩展到汽车、工业和物联网等新领域——联网设备领域。</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， 由于其卓越的设计能力， Nvidia 从数据中心和游戏设备芯片需求中获得了持续提振。</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，当高通和英伟达等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\">概要</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可以帮助芯片创新者为他们的芯片创建蓝图，他特别指出了这些名字。“他们不是世界上增长最快的公司，但他们的利润率很高”。他们也主宰了太空。</blockquote></p><p> <b>An EUV&nbsp;play</b></p><p><blockquote><b>EUV游戏</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应用到硅上，台积电和三星等公司转向了ASML。它的机器使用微小的光脉冲将芯片设计模板印在硅片上，这一过程称为极紫外线光刻。“罗通蒂说：”其他人还没有想出怎么做。</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，它在供应这样做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>供过于求</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，这样它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 年生产其使用的芯片的 70%，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>结果是，政府为促进制造业提供了大量支持，因此会有更多支持。风险是未来某个时候供应过剩。这也可能会推动芯片设备的采购，导致未来的平静，这可能会损害设备制造商的销售和利润率趋势。</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>干扰信号</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 (PMI) 指数在 4 月份达到峰值，然后连续三个月放缓。与此同时，芯片销售持续增长。Thrivent 跟踪该指标的 Karazeris 指出，通常两者遵循相同的趋势。他将这种差异归因于库存积累，而库存积累不如真正的终端市场需求可持续。因此，他认为这种背离是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。“卡拉泽里斯说：”这些通常是在周期的顶部而不是底部看到的东西。</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>但也有可能全球采购经理人指数的放缓更多的是芯片短缺的反映，而不是短缺并非真实存在的迹象（只是库存积压）。“Leuthold 经济学家兼策略师吉姆-保尔森（Jim Paulsen）说：”这种分歧并不一定意味着芯片订单会翻盘消亡。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，福特刚刚宣布不得不减产是因为芯片短缺，而不是潜在需求不足。</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对大件商品被压抑的需求等因素，体面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撑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>买入芯片股的回调——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>买入芯片股的回调——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大。</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%，而标准普尔 500 指数、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票值得买入？或者，这个历史上具有周期性的行业是否故技重施，陷入持续下跌趋势，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，但如果您喜欢持有股票多年，而不是租用几天，那么该集团值得购买。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>这些无疑是投资中最可怕的词语之一。但芯片行业已经发生了很大的变化，现在确实不同了——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。我会回顾一下这些。但首先，以下是该集团现在 “更安全 ”的三个主要原因--以及我在过去几天里与六位行业专家交谈过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 说：”受产品周期的驱动，芯片行业的需求总是时好时坏。“<a href=\"https://laohu8.com/S/FBNC\">第一</a>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，因此长期增长故事更可预测。</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 ”，终端市场需求从各个角度都更加多样化。把远程办公服务想象成<a href=\"https://laohu8.com/S/ZM\">缩放</a>看好该集团的 Gabelli Funds 投资组合经理兼技术分析师 Hendi Susanto 指出，网上购物、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 说：”现代数字经济的任何方面都离不开半导体。“这意味着所有东西都有更多的筹码。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>他没开玩笑。威廉·布莱尔分析师格雷格·斯科拉罗预测，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，你听到的大范围供应短缺 “可能要到明年年底的某个时候才能得到解决”。<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师 Vivek Arya。“这不仅是我们的观点，而且<a href=\"https://laohu8.com/S/AONE.U\">一</a>大多数大客户都证实了这一点。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2、玩家巩固</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>在生产链的上下游，从设计到各类设备生产商再到制造，行业参与者已经整合成罗通蒂-评级 “赢得 ”的双头垄断或垄断。</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，你有Cadence Design Systems和Synopsys。在生产设备方面，公司在极紫外光刻 (EUV) 等专业领域占据主导地位，例如 ASML。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，赢得了他们的利基或双寡头地位。这使得投资者对它们感兴趣。Rotonti 表示，整合还意味着参与者在定价和产能方面的行为更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所改善</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比历史上高得多。“温伯恩说：”在过去的几年里，芯片制造的经济性有了很大的改善。现金流或 EBITDA 利润率现在通常超过 30%，而十年前则在 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. 的投资组合经理拉马尔·维莱尔 (Lamar Villere) 指出，尽管芯片股票的交易市盈率约为市盈率，但它们看起来很便宜，因为它们是更好的公司。“他们并没有以泡沫倍数进行交易”。</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>要买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近核实的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新管理层玩法</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 高级股票研究分析师彼得·卡拉泽里斯 (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的业绩可能会因为新管理层而得到提振：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>两者都具有稳定的盈利能力。高通最近受到德克萨斯州恶劣天气等一次性问题的打击，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\">半导体</a>正在将手机以外的领域扩展到汽车、工业和物联网等新领域——联网设备领域。</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， 由于其卓越的设计能力， Nvidia 从数据中心和游戏设备芯片需求中获得了持续提振。</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，当高通和英伟达等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\">概要</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可以帮助芯片创新者为他们的芯片创建蓝图，他特别指出了这些名字。“他们不是世界上增长最快的公司，但他们的利润率很高”。他们也主宰了太空。</blockquote></p><p> <b>An EUV&nbsp;play</b></p><p><blockquote><b>EUV游戏</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应用到硅上，台积电和三星等公司转向了ASML。它的机器使用微小的光脉冲将芯片设计模板印在硅片上，这一过程称为极紫外线光刻。“罗通蒂说：”其他人还没有想出怎么做。</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，它在供应这样做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>供过于求</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，这样它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 年生产其使用的芯片的 70%，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>结果是，政府为促进制造业提供了大量支持，因此会有更多支持。风险是未来某个时候供应过剩。这也可能会推动芯片设备的采购，导致未来的平静，这可能会损害设备制造商的销售和利润率趋势。</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>干扰信号</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 (PMI) 指数在 4 月份达到峰值，然后连续三个月放缓。与此同时，芯片销售持续增长。Thrivent 跟踪该指标的 Karazeris 指出，通常两者遵循相同的趋势。他将这种差异归因于库存积累，而库存积累不如真正的终端市场需求可持续。因此，他认为这种背离是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。“卡拉泽里斯说：”这些通常是在周期的顶部而不是底部看到的东西。</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>但也有可能全球采购经理人指数的放缓更多的是芯片短缺的反映，而不是短缺并非真实存在的迹象（只是库存积压）。“Leuthold 经济学家兼策略师吉姆-保尔森（Jim Paulsen）说：”这种分歧并不一定意味着芯片订单会翻盘消亡。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，福特刚刚宣布不得不减产是因为芯片短缺，而不是潜在需求不足。</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对大件商品被压抑的需求等因素，体面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撑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":{"NVDA":"英伟达","ON":"安森美半导体","GOOG":"谷歌","TSM":"台积电","AAPL":"苹果","SNPS":"新思科技","CDNS":"铿腾电子","ASML":"阿斯麦","SSNLF":"三星电子","GOOGL":"谷歌A","QCOM":"高通","AMZN":"亚马逊","SOXX":"iShares费城交易所半导体ETF"},"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":{"AMZN":0.9,"SNPS":0.9,"NVDA":0.9,"CDNS":0.9,"GOOG":0.9,"TSM":0.9,"AAPL":0.9,"ASML":0.9,"QCOM":0.9,"SSNLF":0.9,"GOOGL":0.9,"SOXX":0.9,"ON":0.9}},"isVote":1,"tweetType":1,"viewCount":1168,"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,"idStr":"3574379362062891","authorIdStr":"3574379362062891"},"themes":[],"title":"","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.laohunote.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）公布了有史以来最大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125,000名全职和兼职员工，从事履行和物流工作，平均起薪超过每小时18美元。</li><li>“亚马逊全球消费者部首席执行官戴夫-克拉克（Dave Clark）说：”我们很高兴能在今年早些时候帮助顾客获得超值的假日优惠，包括数千种小型企业产品。“顾客可以放心地提前购物，因为他们知道从今天开始他们将获得令人难以置信的优惠，让他们在假期待办事项清单上抢占先机，从而真正享受假期”。</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 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}\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）公布了有史以来最大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125,000名全职和兼职员工，从事履行和物流工作，平均起薪超过每小时18美元。</li><li>“亚马逊全球消费者部首席执行官戴夫-克拉克（Dave Clark）说：”我们很高兴能在今年早些时候帮助顾客获得超值的假日优惠，包括数千种小型企业产品。“顾客可以放心地提前购物，因为他们知道从今天开始他们将获得令人难以置信的优惠，让他们在假期待办事项清单上抢占先机，从而真正享受假期”。</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":3873,"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,"idStr":"3574379362062891","authorIdStr":"3574379362062891"},"themes":[],"title":"","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":789,"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,"idStr":"3574379362062891","authorIdStr":"3574379362062891"},"themes":[],"title":"","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":998,"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,"idStr":"3574379362062891","authorIdStr":"3574379362062891"},"themes":[],"title":"","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":451,"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,"idStr":"3574379362062891","authorIdStr":"3574379362062891"},"themes":[],"title":"","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.laohunote.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顶线</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，表明华尔街股指从历史高点略有回落，原因是投资者在人们普遍预期的美联储开始缩减每月债券购买规模的举措之前持谨慎态度。</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>美国东部时间上午 8:00，道琼斯电子迷你指数上涨 29 点，即 0.08%，标普500电子迷你指数上涨 2 点，即 0.04%，纳斯达克 100 电子迷你指数下跌 17.5 点，即 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>预计美国央行将于周三批准减少大流行病时期对全球最大经济体支持的计划，同时还将关注有关利率和近期通胀飙升的持续性的评论。</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>– 辉瑞公司公布第三季度利润和收入好于预期，盘前股价上涨 2.8%。辉瑞公司每股收益 1.34 美元，比预期高出 25 美分。该公司还发布了对其 Covid-19 疫苗和非新冠治疗的强劲需求的改进全年预测。</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>恩瓦克斯</b><b>)</b>– 由于 Novavax COVID-19 疫苗首次获得授权，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>清醒（LCID）</b>– ucid 股价在盘前交易中下跌 4.5%。摩根士丹利认为该股目前水平被严重高估，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，股票价值将损失 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收益后，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。康菲石油公司不仅将油价上涨归功于盈利超出预期，还归功于整合 Concho Resources 的进展，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>安德玛</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%，比市场普遍预期的每股 15 美分翻了一番多，季度收益为每股 31 美分。安德玛也上调了全年展望，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%，此前超出了盈利预期，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交易的方式收购加拿大智能恒温器制造商 Ecobee，交易价值可能高达 7.7 亿美元，具体取决于 Ecobee 是否达到某些业绩目标。</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>– 杜邦公司在盘前交易中上涨 1.1%，此前这家化学品制造商超出了预期，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>在一笔价值 52 亿美元的交易中，罗杰斯在交易消息传出后股价飙升 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</b>- 这家化妆品制造商的股价在盘前下跌了 2.5%，超出了华尔街的预期，但由于通货膨胀和供应链中断，该公司下调了年度销售预期。雅诗兰黛本季度每股收益为 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（汽车）</b>– Avis Budget 公布的季度收益为每股 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赁费率极大地促进了 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 几乎是每股 1.09 美元普遍预期的两倍，季度收益为每股 2.07 美元。这家购物中心运营商的收入也高于分析师的预期。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。西蒙股价在盘前交易中上涨 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>– Clorox 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，高乐氏支持了其之前的全年预测。其股价在盘前上涨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>切格(CHGG)</b>– 在线教育公司 Chegg 公布的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，其股价在盘前下跌 33%。切格表示，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>- 在全球需求强劲和加拿大化肥制造商产品价格上涨的情况下，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>– 该药品分销商最新季度每股收益为 6.15 美元，轻松超过每股 4.66 美元的普遍预期。由于更昂贵的特种药物的强劲交付数量以及政府分销 Covid-19 疫苗的合同，收入也超出了预期。McKesson 股价在盘前上涨 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; 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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\">2021-11-02 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，表明华尔街股指从历史高点略有回落，原因是投资者在人们普遍预期的美联储开始缩减每月债券购买规模的举措之前持谨慎态度。</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>美国东部时间上午 8:00，道琼斯电子迷你指数上涨 29 点，即 0.08%，标普500电子迷你指数上涨 2 点，即 0.04%，纳斯达克 100 电子迷你指数下跌 17.5 点，即 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>预计美国央行将于周三批准减少大流行病时期对全球最大经济体支持的计划，同时还将关注有关利率和近期通胀飙升的持续性的评论。</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>– 辉瑞公司公布第三季度利润和收入好于预期，盘前股价上涨 2.8%。辉瑞公司每股收益 1.34 美元，比预期高出 25 美分。该公司还发布了对其 Covid-19 疫苗和非新冠治疗的强劲需求的改进全年预测。</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>恩瓦克斯</b><b>)</b>– 由于 Novavax COVID-19 疫苗首次获得授权，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>清醒（LCID）</b>– ucid 股价在盘前交易中下跌 4.5%。摩根士丹利认为该股目前水平被严重高估，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，股票价值将损失 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收益后，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。康菲石油公司不仅将油价上涨归功于盈利超出预期，还归功于整合 Concho Resources 的进展，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>安德玛</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%，比市场普遍预期的每股 15 美分翻了一番多，季度收益为每股 31 美分。安德玛也上调了全年展望，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%，此前超出了盈利预期，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交易的方式收购加拿大智能恒温器制造商 Ecobee，交易价值可能高达 7.7 亿美元，具体取决于 Ecobee 是否达到某些业绩目标。</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>– 杜邦公司在盘前交易中上涨 1.1%，此前这家化学品制造商超出了预期，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>在一笔价值 52 亿美元的交易中，罗杰斯在交易消息传出后股价飙升 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</b>- 这家化妆品制造商的股价在盘前下跌了 2.5%，超出了华尔街的预期，但由于通货膨胀和供应链中断，该公司下调了年度销售预期。雅诗兰黛本季度每股收益为 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（汽车）</b>– Avis Budget 公布的季度收益为每股 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赁费率极大地促进了 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 几乎是每股 1.09 美元普遍预期的两倍，季度收益为每股 2.07 美元。这家购物中心运营商的收入也高于分析师的预期。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。西蒙股价在盘前交易中上涨 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>– Clorox 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，高乐氏支持了其之前的全年预测。其股价在盘前上涨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>切格(CHGG)</b>– 在线教育公司 Chegg 公布的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，其股价在盘前下跌 33%。切格表示，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>- 在全球需求强劲和加拿大化肥制造商产品价格上涨的情况下，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>– 该药品分销商最新季度每股收益为 6.15 美元，轻松超过每股 4.66 美元的普遍预期。由于更昂贵的特种药物的强劲交付数量以及政府分销 Covid-19 疫苗的合同，收入也超出了预期。McKesson 股价在盘前上涨 3.4%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc","ROG":"罗杰斯","MCK":"麦克森药物批发",".SPX":"S&P 500 Index","NTR":"Nutrien Ltd.","TSLA":"特斯拉","PFE":"辉瑞","COP":"康菲石油",".IXIC":"NASDAQ Composite","NVAX":"诺瓦瓦克斯医药","GNRC":"Generac控股","UAA":"安德玛公司A类股","SPG":"西蒙地产","CAR":"安飞士","EL":"雅诗兰黛","CHGG":"Chegg Inc","CLX":"高乐氏",".DJI":"道琼斯","DD":"杜邦"},"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,"PFE":0.9,".SPX":0.9,"CHGG":0.9,"UAA":0.9,"COP":0.9,"LCID":0.9,"NTR":0.9,"ROG":0.9,"EL":0.9,"TSLA":0.9,".DJI":0.9,"GNRC":0.9,"CLX":0.9,"NQmain":0.9,"MCK":0.9,".IXIC":0.9,"SPG":0.9,"DD":0.9,"NVAX":0.9,"YMmain":0.9,"CAR":0.9}},"isVote":1,"tweetType":1,"viewCount":4626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}