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Nkj

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2021-04-17

Reply my comment pls

$544 Billion In Options Expire Today: Here's What Will Move<blockquote>5440亿美元期权今天到期：以下是将发生的变化</blockquote>

2021-04-19

$China Sunsine Chemical Holdings Ltd.(QES.SI)$good start

2021-04-07

Return my comment pls

Opinion: Financial crises get triggered about every 10 years — Archegos might be right on time<blockquote>观点：金融危机大约每10年就会引发一次——Archegos可能准时出现</blockquote>

2021-04-23

Like my comment pls

Intel Reports Earnings Thursday. Here’s What to Know.<blockquote>英特尔周四公布财报。以下是需要了解的内容。</blockquote>

2021-05-04

$GOLDEN AGRI-RESOURCES LTD(E5H.SI)$perfect

2021-04-26

Like my comment pls

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2021-11-19

Hmmm

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2021-10-16

Like

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2021-04-26

Reply my comment pls

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2021-03-28

Please reply my comment

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2021-03-17

Whyy

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2021-11-20

👍

Why EV Stocks Lucid and Rivian Jumped Today<blockquote>为什么电动汽车股票Lucid和Rivian今天上涨</blockquote>

2021-03-22

Nicee

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2021-04-23

Yea

Why Car Stocks Aren’t Getting Crushed by the Chip Shortage<blockquote>为什么汽车股没有因芯片短缺而崩溃</blockquote>

2021-04-13

Respond on my comment pls

Dow falls slightly from record amid J&J vaccine pause<blockquote>由于强生疫苗暂停，道琼斯指数较创纪录小幅下跌</blockquote>

2021-04-02

Like and comment

How Likely Is a Stock Market Crash?<blockquote>股市崩盘的可能性有多大？</blockquote>

2021-03-29

Like on my comment pls

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2021-03-22

Lol

Forget GameStop and Sundial: These Growth Stocks Can Triple Your Money<blockquote>忘记游戏驿站和日晷：这些成长型股票可以让你的钱增加两倍</blockquote>

2021-03-17

Hmmmm

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2021-03-14

Nice

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10:36","market":"us","language":"en","title":"Why EV Stocks Lucid and Rivian Jumped Today<blockquote>为什么电动汽车股票Lucid和Rivian今天上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1111731248","media":"Motley Fool","summary":"What happened\nShares of $Lucid Group(NASDAQ:LCID)$ and Rivian Automotive climbed 17% and 4%, respect","content":"<p>What happened</p><p><blockquote>发生了什么</blockquote></p><p> Shares of&nbsp;$<b>Lucid Group</b>(NASDAQ:LCID)$&nbsp;and&nbsp;<a href=\"https://laohu8.com/S/RIVN\"><b>Rivian Automotive</b></a>&nbsp;climbed 17% and 4%, respectively, on Friday after a leading analyst highlighted the staggering growth potential of the electric vehicle (EV) market.</p><p><blockquote>美元的股份<b>Lucid集团</b>（纳斯达克：LCID）$和<a href=\"https://laohu8.com/S/RIVN\"><b>Rivian汽车</b></a>在一位领先分析师强调电动汽车(EV)市场惊人的增长潜力后，周五分别上涨17%和4%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3d41ef6d78d074682b351faf77ac7a95\" tg-width=\"898\" tg-height=\"640\" width=\"100%\" height=\"auto\">So what</p><p><blockquote>那又怎样</blockquote></p><p> Wedbush analyst Daniel Ives reiterated his buy rating on&nbsp;<b>Tesla</b>(NASDAQ:TSLA). He now sees the EV industry leader'sstockprice surging more than 20% to $1,400, up from a prior target of $1,100.</p><p><blockquote>Wedbush分析师Daniel Ives重申了买入评级<b>特斯拉</b>（纳斯达克：TSLA）。他现在预计这家电动汽车行业领导者的股价将飙升20%以上，至1,400美元，高于之前1,100美元的目标。</blockquote></p><p> Ives expects booming EV sales in China to fuel Tesla's growth and that of other EV makers. He also sees President Biden's efforts to accelerate the adoption of EVs in the U.S. as part of his climate change agenda as another powerful growth driver for the industry.</p><p><blockquote>Ives预计，在华电动汽车销售的蓬勃发展将推动特斯拉和其他电动汽车制造商的增长。他还认为，拜登总统加速电动汽车在美国的采用作为其气候变化议程的一部分的努力是该行业的另一个强大增长动力。</blockquote></p><p> As part of those efforts, the Biden Administration seeks to build a nationwide network of EV charging stations. Ives expects this charging system to spur the growth of EV sales in the U.S.</p><p><blockquote>作为这些努力的一部分，拜登政府寻求建立一个全国性的电动汽车充电站网络。艾夫斯预计该充电系统将刺激美国电动汽车销量的增长。</blockquote></p><p> Moreover, he estimates that EVs will account for 10% of global auto sales by 2025, and as much as 30% by 2030. In turn, he pegs the total addressable market for the EV \"revolution\" at a stunning $5<i>trillion</i>over the next decade.</p><p><blockquote>此外，他估计，到2025年，电动汽车将占全球汽车销量的10%，到2030年将高达30%。反过来，他将电动汽车“革命”的总潜在市场定为惊人的5美元<i>万亿</i>接下来的十年。</blockquote></p><p> Now what</p><p><blockquote>现在怎么办</blockquote></p><p> Ives thinks Tesla could claim up to half of this enormous opportunity. That leaves at least $2.5 trillion for Lucid, Rivian, and other automakers.</p><p><blockquote>Ives认为特斯拉可以获得这个巨大机会的一半。这为Lucid、Rivian和其他汽车制造商留下了至少2.5万亿美元的资金。</blockquote></p><p> Of course, these are all just estimates, but they help to highlight the sheer magnitude of the shift to electric-powered transportation. Ives' comments also served as a reminder to investors about just how large Lucid and Rivian can become if they can achieve success in this massive global market.</p><p><blockquote>当然，这些都只是估计，但它们有助于强调向电动交通转变的巨大程度。Ives的言论也提醒投资者，如果Lucid和Rivian能够在这个庞大的全球市场取得成功，它们的规模将会有多大。</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>Why EV Stocks Lucid and Rivian Jumped Today<blockquote>为什么电动汽车股票Lucid和Rivian今天上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy EV Stocks Lucid and Rivian Jumped Today<blockquote>为什么电动汽车股票Lucid和Rivian今天上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-11-20 10:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p>What happened</p><p><blockquote>发生了什么</blockquote></p><p> Shares of&nbsp;$<b>Lucid Group</b>(NASDAQ:LCID)$&nbsp;and&nbsp;<a href=\"https://laohu8.com/S/RIVN\"><b>Rivian Automotive</b></a>&nbsp;climbed 17% and 4%, respectively, on Friday after a leading analyst highlighted the staggering growth potential of the electric vehicle (EV) market.</p><p><blockquote>美元的股份<b>Lucid集团</b>（纳斯达克：LCID）$和<a href=\"https://laohu8.com/S/RIVN\"><b>Rivian汽车</b></a>在一位领先分析师强调电动汽车(EV)市场惊人的增长潜力后，周五分别上涨17%和4%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3d41ef6d78d074682b351faf77ac7a95\" tg-width=\"898\" tg-height=\"640\" width=\"100%\" height=\"auto\">So what</p><p><blockquote>那又怎样</blockquote></p><p> Wedbush analyst Daniel Ives reiterated his buy rating on&nbsp;<b>Tesla</b>(NASDAQ:TSLA). He now sees the EV industry leader'sstockprice surging more than 20% to $1,400, up from a prior target of $1,100.</p><p><blockquote>Wedbush分析师Daniel Ives重申了买入评级<b>特斯拉</b>（纳斯达克：TSLA）。他现在预计这家电动汽车行业领导者的股价将飙升20%以上，至1,400美元，高于之前1,100美元的目标。</blockquote></p><p> Ives expects booming EV sales in China to fuel Tesla's growth and that of other EV makers. He also sees President Biden's efforts to accelerate the adoption of EVs in the U.S. as part of his climate change agenda as another powerful growth driver for the industry.</p><p><blockquote>Ives预计，在华电动汽车销售的蓬勃发展将推动特斯拉和其他电动汽车制造商的增长。他还认为，拜登总统加速电动汽车在美国的采用作为其气候变化议程的一部分的努力是该行业的另一个强大增长动力。</blockquote></p><p> As part of those efforts, the Biden Administration seeks to build a nationwide network of EV charging stations. Ives expects this charging system to spur the growth of EV sales in the U.S.</p><p><blockquote>作为这些努力的一部分，拜登政府寻求建立一个全国性的电动汽车充电站网络。艾夫斯预计该充电系统将刺激美国电动汽车销量的增长。</blockquote></p><p> Moreover, he estimates that EVs will account for 10% of global auto sales by 2025, and as much as 30% by 2030. In turn, he pegs the total addressable market for the EV \"revolution\" at a stunning $5<i>trillion</i>over the next decade.</p><p><blockquote>此外，他估计，到2025年，电动汽车将占全球汽车销量的10%，到2030年将高达30%。反过来，他将电动汽车“革命”的总潜在市场定为惊人的5美元<i>万亿</i>接下来的十年。</blockquote></p><p> Now what</p><p><blockquote>现在怎么办</blockquote></p><p> Ives thinks Tesla could claim up to half of this enormous opportunity. That leaves at least $2.5 trillion for Lucid, Rivian, and other automakers.</p><p><blockquote>Ives认为特斯拉可以获得这个巨大机会的一半。这为Lucid、Rivian和其他汽车制造商留下了至少2.5万亿美元的资金。</blockquote></p><p> Of course, these are all just estimates, but they help to highlight the sheer magnitude of the shift to electric-powered transportation. Ives' comments also served as a reminder to investors about just how large Lucid and Rivian can become if they can achieve success in this massive global market.</p><p><blockquote>当然，这些都只是估计，但它们有助于强调向电动交通转变的巨大程度。Ives的言论也提醒投资者，如果Lucid和Rivian能够在这个庞大的全球市场取得成功，它们的规模将会有多大。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/11/19/why-ev-stocks-lucid-and-rivian-jumped-today/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","LCID":"Lucid Group Inc"},"source_url":"https://www.fool.com/investing/2021/11/19/why-ev-stocks-lucid-and-rivian-jumped-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111731248","content_text":"What happened\nShares of $Lucid Group(NASDAQ:LCID)$ and Rivian Automotive climbed 17% and 4%, respectively, on Friday after a leading analyst highlighted the staggering growth potential of the electric vehicle (EV) market.\nSo what\nWedbush analyst Daniel Ives reiterated his buy rating on Tesla(NASDAQ:TSLA). He now sees the EV industry leader'sstockprice surging more than 20% to $1,400, up from a prior target of $1,100.\nIves expects booming EV sales in China to fuel Tesla's growth and that of other EV makers. He also sees President Biden's efforts to accelerate the adoption of EVs in the U.S. as part of his climate change agenda as another powerful growth driver for the industry.\nAs part of those efforts, the Biden Administration seeks to build a nationwide network of EV charging stations. Ives expects this charging system to spur the growth of EV sales in the U.S.\nMoreover, he estimates that EVs will account for 10% of global auto sales by 2025, and as much as 30% by 2030. In turn, he pegs the total addressable market for the EV \"revolution\" at a stunning $5trillionover the next decade.\nNow what\nIves thinks Tesla could claim up to half of this enormous opportunity. That leaves at least $2.5 trillion for Lucid, Rivian, and other automakers.\nOf course, these are all just estimates, but they help to highlight the sheer magnitude of the shift to electric-powered transportation. Ives' comments also served as a reminder to investors about just how large Lucid and Rivian can become if they can achieve success in this massive global market.","news_type":1,"symbols_score_info":{"LCID":0.9,"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":3426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876521132,"gmtCreate":1637333313032,"gmtModify":1637333313167,"author":{"id":"3574502938424871","authorId":"3574502938424871","name":"Nkj","avatar":"https://static.tigerbbs.com/b6543c1c82d5e3b4cf249b012d52e8aa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574502938424871","idStr":"3574502938424871"},"themes":[],"htmlText":"Hmmm","listText":"Hmmm","text":"Hmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/876521132","repostId":"1167395455","repostType":4,"isVote":1,"tweetType":1,"viewCount":3638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871206722,"gmtCreate":1637071514678,"gmtModify":1637071514784,"author":{"id":"3574502938424871","authorId":"3574502938424871","name":"Nkj","avatar":"https://static.tigerbbs.com/b6543c1c82d5e3b4cf249b012d52e8aa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574502938424871","idStr":"3574502938424871"},"themes":[],"htmlText":"Keep going!","listText":"Keep going!","text":"Keep going!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871206722","repostId":"2183983007","repostType":2,"repost":{"id":"2183983007","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1637066100,"share":"https://www.laohu8.com/m/news/2183983007?lang=zh_CN&edition=full","pubTime":"2021-11-16 20:35","market":"hk","language":"en","title":"Sea Q3 EPS $(0.84) Misses $(0.65) Estimate, Sales $2.70B Beat $2.45B Estimate<blockquote>Sea第三季度EPS$(0.84)低于$(0.65)预期，销售额$2.70 B超出预期$2.45 B</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2183983007","media":"Benzinga","summary":"Sea (NYSE:SE) reported quarterly losses of $(0.84) per share which missed the analyst consensus estimate of $(0.65) by 29.23 percent. This is a 21.74 percent decrease over losses of $(0.69) per share from the same period","content":"<p><html><body>Sea (NYSE:SE) reported quarterly losses of $(0.84) per share which missed the analyst consensus estimate of $(0.65) by 29.23 percent. This is a 21.74 percent decrease over losses of $(0.69) per share from the same period last year.  The company reported quarterly sales of $2.70 billion which beat the analyst consensus estimate of $2.45 billion by 10.20 percent.  This is a 122.77 percent increase over sales of $1.21 billion the same period last year.</p><p><blockquote><html><body>Sea(NYSE：SE)报告季度亏损为每股(0.84)美元，比分析师普遍预期的(0.65)美元低29.23%。与去年同期每股亏损(0.69)美元相比，减少了21.74%。该公司报告季度销售额为27亿美元，比分析师普遍预期的24.5亿美元高出10.20%。这比去年同期12.1亿美元的销售额增长了122.77%。</body></html></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Q3 EPS $(0.84) Misses $(0.65) Estimate, Sales $2.70B Beat $2.45B Estimate<blockquote>Sea第三季度EPS$(0.84)低于$(0.65)预期，销售额$2.70 B超出预期$2.45 B</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\">\nSea Q3 EPS $(0.84) Misses $(0.65) Estimate, Sales $2.70B Beat $2.45B Estimate<blockquote>Sea第三季度EPS$(0.84)低于$(0.65)预期，销售额$2.70 B超出预期$2.45 B</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-11-16 20:35</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><html><body>Sea (NYSE:SE) reported quarterly losses of $(0.84) per share which missed the analyst consensus estimate of $(0.65) by 29.23 percent. This is a 21.74 percent decrease over losses of $(0.69) per share from the same period last year.  The company reported quarterly sales of $2.70 billion which beat the analyst consensus estimate of $2.45 billion by 10.20 percent.  This is a 122.77 percent increase over sales of $1.21 billion the same period last year.</p><p><blockquote><html><body>Sea(NYSE：SE)报告季度亏损为每股(0.84)美元，比分析师普遍预期的(0.65)美元低29.23%。与去年同期每股亏损(0.69)美元相比，减少了21.74%。该公司报告季度销售额为27亿美元，比分析师普遍预期的24.5亿美元高出10.20%。这比去年同期12.1亿美元的销售额增长了122.77%。</body></html></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.benzinga.com/news/earnings/21/11/24117042/sea-q3-eps-0-84-misses-0-65-estimate-sales-2-70b-beat-2-45b-estimate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183983007","content_text":"Sea (NYSE:SE) reported quarterly losses of $(0.84) per share which missed the analyst consensus estimate of $(0.65) by 29.23 percent. This is a 21.74 percent decrease over losses of $(0.69) per share from the same period last year.  The company reported quarterly sales of $2.70 billion which beat the analyst consensus estimate of $2.45 billion by 10.20 percent.  This is a 122.77 percent increase over sales of $1.21 billion the same period last year.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":2536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873124224,"gmtCreate":1636892435363,"gmtModify":1636892435454,"author":{"id":"3574502938424871","authorId":"3574502938424871","name":"Nkj","avatar":"https://static.tigerbbs.com/b6543c1c82d5e3b4cf249b012d52e8aa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574502938424871","idStr":"3574502938424871"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873124224","repostId":"1129543601","repostType":4,"repost":{"id":"1129543601","kind":"news","pubTimestamp":1636770982,"share":"https://www.laohu8.com/m/news/1129543601?lang=zh_CN&edition=full","pubTime":"2021-11-13 10:36","market":"us","language":"en","title":"Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度表现良好，自由现金流增加，提高指引但抛售创造了机会</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129543601","media":"Seeking Alpha","summary":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li>  <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li>  <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li>  <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir的收入环比增长36%，同时产生1.19亿美元的自由现金流，利润率为30%。</li><li>Palantir第三季度商业收入同比增长37%，政府收入同比增长34%，显示出强劲的前瞻性增长趋势。</li><li>Palantir在2021年第三季度完成了54笔交易，合同价值至少为100万美元，其中33笔价值超过500万美元，18笔价值超过1000万美元。</li><li>Palantir再次上调指引，预计收入同比增长40%，达到15.27亿美元，自由现金流为4亿美元，高于之前指引的3亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p><p><blockquote>一些投资者又爱又恨Palantir(PLTR)，它过去被昵称为黑匣子公司，而另一些投资者则绝对喜欢它，因为他们相信PLTR的软件是未来。在我之前关于PLTR的文章中，我表示，根据PLTR当前的收入趋势，他们计划在第三季度实现3.9941亿美元的收入，在第四季度实现4.2322亿美元的收入。市场普遍认为第三季度的收入为3.8656亿美元，PLTR在2021年第四季度实现了3.921亿美元，预测为4.18亿美元。当进行盈利看涨期权时，盘前的反应只不过是PLTR急剧下跌的红海，每次试图填补缺口时，螺旋式下降的下一阶段就开始了。这个消息甚至还没有被消化，但人们决定要么获利了结，要么退出头寸，要么对PLTR失去信心。</blockquote></p><p> What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p><p><blockquote>财报中有什么不让人喜欢的地方导致了一直徘徊在-9.03%区间的抛售？PLTR收入同比增长36%，第三季度增加了34个新客户，并完成了54笔价值100万美元或以上的交易。PLTR的剩余交易价值同比增加了50%，达到36亿美元，并提供了1.01亿美元的运营现金（利润率26%）和1.99亿美元的自由现金流（利润率30%）。PLTR还提高了2021年的指导，因为他们现在预计收入同比增长40%，而之前的预测为30%，并将自由现金流预测从3亿美元提高到4亿美元。除了这些数字之外，PLTR还宣布了新的产品平台和用例，这些平台和用例在未来推动收入和自由现金流方面具有巨大潜力。我相信这次抛售将是短暂的，我将其视为买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：寻求阿尔法）</span></p></blockquote></p><p> <b>Palantir's revenue continues to expand on both the commercial and government side</b></p><p><blockquote><b>Palantir在商业和政府方面的收入持续扩张</b></blockquote></p><p> Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p><p><blockquote>自PLTR上市以来，他们的商业业务逐季扩张。上市五个季度后，PLTR的季度商业收入增长了6200万美元，增幅为55.36%。2021年第三季度，PLTR的商业运营收入为1.74亿美元，占其3.921亿美元季度收入的44.38%。过去两年，PLTR第三季度收入增长了85.11%，其中2020年第三季度同比增长35.11%，2021年第三季度同比增长37.01%。PLTR的商业剩余交易价值同比增长101%，从2020年第三季度的11亿美元增至2021年第三季度的22亿美元。商业客户邀请PLTR展示他们的软件解决方案，PLTR正在赢得他们的业务。2021年第三季度，PLTR净新增34家新客户，商业客户群环比增加20%，达到203家。过去一年，PLTR的商业客户群扩大了46.04%，客户数量从139个增加到203个，增加了64个。任何仍然将PLTR归类为黑匣子的人都是不准确的，因为商业市场正在了解PLTR的软件平台并实施其解决方案以改善其运营。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p><p><blockquote>自2020年第一季度以来，PLTR的季度收入增加了1.631亿美元（71.23%），平均季度环比增长率为9.43%。2021年第三季度，这一趋势保持不变，收入环比增长1610万美元，即4.28%。虽然与2021年第二季度的10.26%相比，季度收入增长环比略有放缓，但PLTR预计2021年第四季度收入将为4.18亿美元。PLTR预计将再创公司纪录，并在年底实现2590万美元（6.61%）的环比增长。</blockquote></p><p></p><p> The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p><p><blockquote>同样的增长故事也适用于他们过去12个月(TTM)的总收入。在过去六个季度中，PLTR的TTM收入从8.106亿美元增加到14.3亿美元，增加了6.206亿美元（76.55%）。平均而言，PLTR的TTM收入环比增长1.0342亿美元（9.94%）。在Q1 2020-2020年第三季度，他们的平均环比收入增长为9403万美元，这一数字大幅增长，因为过去三个季度环比增长了至少1.05亿美元。2021年第三季度，PLTR的TTM收入增加至14.3亿美元，环比收入增长1.068亿美元（8.06%）。就像季度指标一样，PLTR的TTM预计将环比增长9590万美元，达到15.27亿美元，而市场普遍预期为15.1亿美元。这将使PLTR的年收入同比增长远高于30%的预测，因为到2021年，他们的收入将增加4.343亿美元(39.75%)</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p><p><blockquote>我很震惊PLTR仍然处于亏损状态。PLTR是一家高增长公司，目前自由现金流为正，并正在扩大其指标。2020年前9个月，PLTR产生了-2.85亿美元的自由现金流，截至2021年前9个月末，PLTR实现了6.05亿美元的波动，年初至今已产生了3.2亿美元的自由现金流。PLTR此前将2021年自由现金流指引提高至300美元，而他们刚刚再次将其提高至4亿美元以上。在三个月的时间里，PLTR将其自由现金流预测额外增加了33.33%。第三季度，PLTR的自由现金流利润率为30%，预计2021年自由现金流将超过4亿美元。至少，这意味着他们将在2021年额外增加8000万美元的自由现金流。如果PLTR实现15.27亿美元的收入和4亿美元的自由现金流，其2021年的自由现金流利润率将为26.2%。PLTR仍预计到2025年年收入将同比增长30%，根据2021年1.527美元的预测，2025年收入将达到43.6亿美元。按照PLTR目前的自由现金流利润率，他们将在2025年产生11.4亿美元的自由现金流。考虑到PLTR目前的趋势，如果他们超出预测并同比增长35%，那么他们2025年的收入将达到50.7亿美元。按照目前的自由现金流利润率，到2025年，他们将产生13.3亿美元的自由现金流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：PLTR）</span></p></blockquote></p><p> PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p><p><blockquote>PLTR正在全速点火。第三季度收入同比增长36%，第二次将自由现金流指引从3亿美元上调至4亿美元以上，并将年收入增长指引从30%上调至约40%。PLTR仍维持每年30%的未来收入前景，并创造了一些令人印象深刻的利润。第三季度PLTR的商业收入同比增长37%，政府收入同比增长34%。PLTR在第三季度完成了至少54笔价值至少100万美元的交易，其中33笔收入至少500万美元，18笔收入至少1000万美元。PLTR的增长指标令人印象深刻，我预计它们未来将低于承诺并超额交付。</blockquote></p><p> <b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p><p><blockquote><b>Palantir正在进入两个巨大的新领域：碳排放和加密货币</b></blockquote></p><p> In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p><p><blockquote>过去，我曾写过有关政府、亚马逊（纳斯达克股票代码：AMZN）和国际商业机器公司（纽约证券交易所股票代码：IBM）未来机遇的文章。在今天的收益看涨期权上，PLTR介绍了有关他们将为碳排放和加密货币提供的两种新产品的重要信息。</blockquote></p><p></p><p> There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as&nbsp;Exxon Mobil(NYSE:XOM)&nbsp;are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to&nbsp;scrub emissions out of the air&nbsp;and carbonate fuel cells&nbsp;to capture industrial emissions&nbsp;from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p><p><blockquote>美国在气候问题上发生了根本性转变，拜登总统重新加入了《巴黎协定》，重新参与应对气候变化。该计划的一部分是到2050年实现整个经济的净零排放。最近，拜登总统在苏格兰格拉斯哥举行的联合国气候峰会上承诺与欧盟和其他数十个国家合作，到2030年将全球甲烷总排放量减少30%。无论你对气候的立场是什么，有许多人认为我们需要降低排放，许多国家正在朝着一个目标努力。为了遵守规定，埃克森美孚（纽约证券交易所股票代码：XOM）等公司正在与外部组织对几项有前途的创新进行长期研究，包括用于清除空气中排放物的直接空气捕获技术和用于捕获烟道中工业排放的碳酸盐燃料电池发电厂或制造设施的气流。碳排放管理已经是一项蓬勃发展的业务，PLTR正在Foundry上创建一个模块，以提供一个单一的窗格来查看收入、利润、生产和所有排放，以便公司可以更有效地管理结果。就我个人而言，我相信这对于推动PLTR未来的收入具有巨大的潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN)&nbsp;is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p><p><blockquote>PLTR讨论的第二个巨大前景是加密货币代工。看起来PLTR正在利用他们的反洗钱和了解你的客户的专业知识。多年来，PLTR一直与多个政府合作，寻找全球最大银行的合规问题，并帮助这些银行应对和加强其合规计划。这是完全有道理的，当您回到合同时，PLTR已获得IRS和SEC的授予（在之前的文章中讨论过）。仅在第三季度，PLTR就与IRS签署了6份合同。如果让我猜的话，PLTR的软件将被IRS和SEC在政府方面使用，并被银行和加密货币交易所在商业方面采用。目前，在过去24小时内，Coinbase（纳斯达克：COIN）显示比特币（BTC-USD）的交易量为438亿美元。我认为PLTR最终将从其加密货币代工厂的政府和商业合同中获得未来的收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：联邦采购数据库）</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p><p><blockquote>PLTR已经成为市场误解其收益并在消息好的时候抛售消息的另一个统计数据。还有人想让PLTR做什么？这是一个出色的季度，第三季度收入同比增长36%，自由现金流为1.19亿美元，利润率为30%，PLTR完成了54笔交易，每笔价值超过100万美元。PLTR超出收入预期，第二次上调全年收入指引，上调自由现金流指引。这是一个基于所有积极因素的卖出消息，这创造了买入机会。我将做多PLTR，如果抛售继续，我计划增加我的头寸。</blockquote></p><p> <b>Seeking Alpha Marketplace</b></p><p><blockquote><b>寻求阿尔法市场</b></blockquote></p><p> I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&amp;A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</p><p><blockquote>我将在Seeking Alpha市场上推出一项名为Barbell Capital的订阅服务。Barbell Capital将为其成员提供独家研究、模型投资组合、投资工具、问答环节、观察列表和其他功能。我还将拥有一个实时投资组合，致力于通过交易、出售看跌期权和出售备兑评级来产生资本。利润将分配给未来的资本增值投资和投资股息投资，在我们睡觉时产生收入。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度表现良好，自由现金流增加，提高指引但抛售创造了机会</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\">\nPalantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度表现良好，自由现金流增加，提高指引但抛售创造了机会</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-13 10:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li>  <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li>  <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li>  <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir的收入环比增长36%，同时产生1.19亿美元的自由现金流，利润率为30%。</li><li>Palantir第三季度商业收入同比增长37%，政府收入同比增长34%，显示出强劲的前瞻性增长趋势。</li><li>Palantir在2021年第三季度完成了54笔交易，合同价值至少为100万美元，其中33笔价值超过500万美元，18笔价值超过1000万美元。</li><li>Palantir再次上调指引，预计收入同比增长40%，达到15.27亿美元，自由现金流为4亿美元，高于之前指引的3亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p><p><blockquote>一些投资者又爱又恨Palantir(PLTR)，它过去被昵称为黑匣子公司，而另一些投资者则绝对喜欢它，因为他们相信PLTR的软件是未来。在我之前关于PLTR的文章中，我表示，根据PLTR当前的收入趋势，他们计划在第三季度实现3.9941亿美元的收入，在第四季度实现4.2322亿美元的收入。市场普遍认为第三季度的收入为3.8656亿美元，PLTR在2021年第四季度实现了3.921亿美元，预测为4.18亿美元。当进行盈利看涨期权时，盘前的反应只不过是PLTR急剧下跌的红海，每次试图填补缺口时，螺旋式下降的下一阶段就开始了。这个消息甚至还没有被消化，但人们决定要么获利了结，要么退出头寸，要么对PLTR失去信心。</blockquote></p><p> What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p><p><blockquote>财报中有什么不让人喜欢的地方导致了一直徘徊在-9.03%区间的抛售？PLTR收入同比增长36%，第三季度增加了34个新客户，并完成了54笔价值100万美元或以上的交易。PLTR的剩余交易价值同比增加了50%，达到36亿美元，并提供了1.01亿美元的运营现金（利润率26%）和1.99亿美元的自由现金流（利润率30%）。PLTR还提高了2021年的指导，因为他们现在预计收入同比增长40%，而之前的预测为30%，并将自由现金流预测从3亿美元提高到4亿美元。除了这些数字之外，PLTR还宣布了新的产品平台和用例，这些平台和用例在未来推动收入和自由现金流方面具有巨大潜力。我相信这次抛售将是短暂的，我将其视为买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：寻求阿尔法）</span></p></blockquote></p><p> <b>Palantir's revenue continues to expand on both the commercial and government side</b></p><p><blockquote><b>Palantir在商业和政府方面的收入持续扩张</b></blockquote></p><p> Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p><p><blockquote>自PLTR上市以来，他们的商业业务逐季扩张。上市五个季度后，PLTR的季度商业收入增长了6200万美元，增幅为55.36%。2021年第三季度，PLTR的商业运营收入为1.74亿美元，占其3.921亿美元季度收入的44.38%。过去两年，PLTR第三季度收入增长了85.11%，其中2020年第三季度同比增长35.11%，2021年第三季度同比增长37.01%。PLTR的商业剩余交易价值同比增长101%，从2020年第三季度的11亿美元增至2021年第三季度的22亿美元。商业客户邀请PLTR展示他们的软件解决方案，PLTR正在赢得他们的业务。2021年第三季度，PLTR净新增34家新客户，商业客户群环比增加20%，达到203家。过去一年，PLTR的商业客户群扩大了46.04%，客户数量从139个增加到203个，增加了64个。任何仍然将PLTR归类为黑匣子的人都是不准确的，因为商业市场正在了解PLTR的软件平台并实施其解决方案以改善其运营。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p><p><blockquote>自2020年第一季度以来，PLTR的季度收入增加了1.631亿美元（71.23%），平均季度环比增长率为9.43%。2021年第三季度，这一趋势保持不变，收入环比增长1610万美元，即4.28%。虽然与2021年第二季度的10.26%相比，季度收入增长环比略有放缓，但PLTR预计2021年第四季度收入将为4.18亿美元。PLTR预计将再创公司纪录，并在年底实现2590万美元（6.61%）的环比增长。</blockquote></p><p></p><p> The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p><p><blockquote>同样的增长故事也适用于他们过去12个月(TTM)的总收入。在过去六个季度中，PLTR的TTM收入从8.106亿美元增加到14.3亿美元，增加了6.206亿美元（76.55%）。平均而言，PLTR的TTM收入环比增长1.0342亿美元（9.94%）。在Q1 2020-2020年第三季度，他们的平均环比收入增长为9403万美元，这一数字大幅增长，因为过去三个季度环比增长了至少1.05亿美元。2021年第三季度，PLTR的TTM收入增加至14.3亿美元，环比收入增长1.068亿美元（8.06%）。就像季度指标一样，PLTR的TTM预计将环比增长9590万美元，达到15.27亿美元，而市场普遍预期为15.1亿美元。这将使PLTR的年收入同比增长远高于30%的预测，因为到2021年，他们的收入将增加4.343亿美元(39.75%)</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p><p><blockquote>我很震惊PLTR仍然处于亏损状态。PLTR是一家高增长公司，目前自由现金流为正，并正在扩大其指标。2020年前9个月，PLTR产生了-2.85亿美元的自由现金流，截至2021年前9个月末，PLTR实现了6.05亿美元的波动，年初至今已产生了3.2亿美元的自由现金流。PLTR此前将2021年自由现金流指引提高至300美元，而他们刚刚再次将其提高至4亿美元以上。在三个月的时间里，PLTR将其自由现金流预测额外增加了33.33%。第三季度，PLTR的自由现金流利润率为30%，预计2021年自由现金流将超过4亿美元。至少，这意味着他们将在2021年额外增加8000万美元的自由现金流。如果PLTR实现15.27亿美元的收入和4亿美元的自由现金流，其2021年的自由现金流利润率将为26.2%。PLTR仍预计到2025年年收入将同比增长30%，根据2021年1.527美元的预测，2025年收入将达到43.6亿美元。按照PLTR目前的自由现金流利润率，他们将在2025年产生11.4亿美元的自由现金流。考虑到PLTR目前的趋势，如果他们超出预测并同比增长35%，那么他们2025年的收入将达到50.7亿美元。按照目前的自由现金流利润率，到2025年，他们将产生13.3亿美元的自由现金流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：PLTR）</span></p></blockquote></p><p> PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p><p><blockquote>PLTR正在全速点火。第三季度收入同比增长36%，第二次将自由现金流指引从3亿美元上调至4亿美元以上，并将年收入增长指引从30%上调至约40%。PLTR仍维持每年30%的未来收入前景，并创造了一些令人印象深刻的利润。第三季度PLTR的商业收入同比增长37%，政府收入同比增长34%。PLTR在第三季度完成了至少54笔价值至少100万美元的交易，其中33笔收入至少500万美元，18笔收入至少1000万美元。PLTR的增长指标令人印象深刻，我预计它们未来将低于承诺并超额交付。</blockquote></p><p> <b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p><p><blockquote><b>Palantir正在进入两个巨大的新领域：碳排放和加密货币</b></blockquote></p><p> In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p><p><blockquote>过去，我曾写过有关政府、亚马逊（纳斯达克股票代码：AMZN）和国际商业机器公司（纽约证券交易所股票代码：IBM）未来机遇的文章。在今天的收益看涨期权上，PLTR介绍了有关他们将为碳排放和加密货币提供的两种新产品的重要信息。</blockquote></p><p></p><p> There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as&nbsp;Exxon Mobil(NYSE:XOM)&nbsp;are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to&nbsp;scrub emissions out of the air&nbsp;and carbonate fuel cells&nbsp;to capture industrial emissions&nbsp;from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p><p><blockquote>美国在气候问题上发生了根本性转变，拜登总统重新加入了《巴黎协定》，重新参与应对气候变化。该计划的一部分是到2050年实现整个经济的净零排放。最近，拜登总统在苏格兰格拉斯哥举行的联合国气候峰会上承诺与欧盟和其他数十个国家合作，到2030年将全球甲烷总排放量减少30%。无论你对气候的立场是什么，有许多人认为我们需要降低排放，许多国家正在朝着一个目标努力。为了遵守规定，埃克森美孚（纽约证券交易所股票代码：XOM）等公司正在与外部组织对几项有前途的创新进行长期研究，包括用于清除空气中排放物的直接空气捕获技术和用于捕获烟道中工业排放的碳酸盐燃料电池发电厂或制造设施的气流。碳排放管理已经是一项蓬勃发展的业务，PLTR正在Foundry上创建一个模块，以提供一个单一的窗格来查看收入、利润、生产和所有排放，以便公司可以更有效地管理结果。就我个人而言，我相信这对于推动PLTR未来的收入具有巨大的潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN)&nbsp;is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p><p><blockquote>PLTR讨论的第二个巨大前景是加密货币代工。看起来PLTR正在利用他们的反洗钱和了解你的客户的专业知识。多年来，PLTR一直与多个政府合作，寻找全球最大银行的合规问题，并帮助这些银行应对和加强其合规计划。这是完全有道理的，当您回到合同时，PLTR已获得IRS和SEC的授予（在之前的文章中讨论过）。仅在第三季度，PLTR就与IRS签署了6份合同。如果让我猜的话，PLTR的软件将被IRS和SEC在政府方面使用，并被银行和加密货币交易所在商业方面采用。目前，在过去24小时内，Coinbase（纳斯达克：COIN）显示比特币（BTC-USD）的交易量为438亿美元。我认为PLTR最终将从其加密货币代工厂的政府和商业合同中获得未来的收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：联邦采购数据库）</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p><p><blockquote>PLTR已经成为市场误解其收益并在消息好的时候抛售消息的另一个统计数据。还有人想让PLTR做什么？这是一个出色的季度，第三季度收入同比增长36%，自由现金流为1.19亿美元，利润率为30%，PLTR完成了54笔交易，每笔价值超过100万美元。PLTR超出收入预期，第二次上调全年收入指引，上调自由现金流指引。这是一个基于所有积极因素的卖出消息，这创造了买入机会。我将做多PLTR，如果抛售继续，我计划增加我的头寸。</blockquote></p><p> <b>Seeking Alpha Marketplace</b></p><p><blockquote><b>寻求阿尔法市场</b></blockquote></p><p> I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&amp;A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</p><p><blockquote>我将在Seeking Alpha市场上推出一项名为Barbell Capital的订阅服务。Barbell Capital将为其成员提供独家研究、模型投资组合、投资工具、问答环节、观察列表和其他功能。我还将拥有一个实时投资组合，致力于通过交易、出售看跌期权和出售备兑评级来产生资本。利润将分配给未来的资本增值投资和投资股息投资，在我们睡觉时产生收入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129543601","content_text":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.\nPalantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.\nPalantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.\nPalantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.\n\nAndreas Rentz/Getty Images Entertainment\nSome investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.\nWhat wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.\n(Source: Seeking Alpha)\nPalantir's revenue continues to expand on both the commercial and government side\nQuarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.\n(Source: Steven Fiorillo) (Data Source: Palantir)\nSince Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.\nThe same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)\n(Source: Steven Fiorillo) (Data Source: Palantir)\nI am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.\n(Source: PLTR)\nPLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.\nPalantir is entering two new sectors that are going to be huge, carbon emissions, and crypto\nIn the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.\nThere has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as Exxon Mobil(NYSE:XOM) are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to scrub emissions out of the air and carbonate fuel cells to capture industrial emissions from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.\n(Source: Palantir)\nThe second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN) is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.\n(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)\n(Source: Palantir)\nConclusion\nPLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.\nSeeking Alpha Marketplace\nI will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":3378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870429072,"gmtCreate":1636642921801,"gmtModify":1636642921941,"author":{"id":"3574502938424871","authorId":"3574502938424871","name":"Nkj","avatar":"https://static.tigerbbs.com/b6543c1c82d5e3b4cf249b012d52e8aa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574502938424871","idStr":"3574502938424871"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>gogog","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>gogog","text":"$NIO Inc.(NIO)$gogog","images":[{"img":"https://static.tigerbbs.com/94ed70382b959ba59c827b98ff05a8ae","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870429072","isVote":1,"tweetType":1,"viewCount":2841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":842413816,"gmtCreate":1636214777675,"gmtModify":1636214777802,"author":{"id":"3574502938424871","authorId":"3574502938424871","name":"Nkj","avatar":"https://static.tigerbbs.com/b6543c1c82d5e3b4cf249b012d52e8aa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574502938424871","idStr":"3574502938424871"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/5RF.SI\">$MERCURIUS CAP INVESTMENT LTD(5RF.SI)$</a>potential&nbsp;","listText":"<a href=\"https://laohu8.com/S/5RF.SI\">$MERCURIUS CAP INVESTMENT LTD(5RF.SI)$</a>potential&nbsp;","text":"$MERCURIUS CAP INVESTMENT LTD(5RF.SI)$potential","images":[{"img":"https://static.tigerbbs.com/d5bf0e85a320de940d22bb7f8eacc29c","width":"1080","height":"2876"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842413816","isVote":1,"tweetType":1,"viewCount":3138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":842390685,"gmtCreate":1636130022883,"gmtModify":1636130023026,"author":{"id":"3574502938424871","authorId":"3574502938424871","name":"Nkj","avatar":"https://static.tigerbbs.com/b6543c1c82d5e3b4cf249b012d52e8aa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574502938424871","idStr":"3574502938424871"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>keep rolling","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>keep rolling","text":"$NIO Inc.(NIO)$keep rolling","images":[{"img":"https://static.tigerbbs.com/2c3b86e429d58108eb0b1a6b9831ac4c","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842390685","isVote":1,"tweetType":1,"viewCount":3383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":840915955,"gmtCreate":1635574548513,"gmtModify":1635574548513,"author":{"id":"3574502938424871","authorId":"3574502938424871","name":"Nkj","avatar":"https://static.tigerbbs.com/b6543c1c82d5e3b4cf249b012d52e8aa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574502938424871","idStr":"3574502938424871"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840915955","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852203917,"gmtCreate":1635266919524,"gmtModify":1635266919754,"author":{"id":"3574502938424871","authorId":"3574502938424871","name":"Nkj","avatar":"https://static.tigerbbs.com/b6543c1c82d5e3b4cf249b012d52e8aa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574502938424871","idStr":"3574502938424871"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JLB.SI\">$GRAND VENTURE TECHNOLOGY LTD(JLB.SI)$</a>sad","listText":"<a href=\"https://laohu8.com/S/JLB.SI\">$GRAND 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CORPORATION LIMITED(554.SI)$</a>gogogo","text":"$KING WAN CORPORATION LIMITED(554.SI)$gogogo","images":[{"img":"https://static.tigerbbs.com/67e80457088ee8b5589d8b9214c1211f","width":"1080","height":"1973"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852200251","isVote":1,"tweetType":1,"viewCount":3604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":859805718,"gmtCreate":1634685257092,"gmtModify":1634685257297,"author":{"id":"3574502938424871","authorId":"3574502938424871","name":"Nkj","avatar":"https://static.tigerbbs.com/b6543c1c82d5e3b4cf249b012d52e8aa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574502938424871","idStr":"3574502938424871"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/5WH.SI\">$REX INTERNATIONAL HOLDING LTD(5WH.SI)$</a>lai lai","listText":"<a href=\"https://laohu8.com/S/5WH.SI\">$REX INTERNATIONAL HOLDING LTD(5WH.SI)$</a>lai lai","text":"$REX INTERNATIONAL HOLDING LTD(5WH.SI)$lai lai","images":[{"img":"https://static.tigerbbs.com/03b907247c9dd0b093f2ea5e2a19a238","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859805718","isVote":1,"tweetType":1,"viewCount":734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":859805181,"gmtCreate":1634685190785,"gmtModify":1634685190899,"author":{"id":"3574502938424871","authorId":"3574502938424871","name":"Nkj","avatar":"https://static.tigerbbs.com/b6543c1c82d5e3b4cf249b012d52e8aa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574502938424871","idStr":"3574502938424871"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/5WH.SI\">$REX INTERNATIONAL HOLDING LTD(5WH.SI)$</a>keep going!","listText":"<a href=\"https://laohu8.com/S/5WH.SI\">$REX INTERNATIONAL HOLDING LTD(5WH.SI)$</a>keep going!","text":"$REX INTERNATIONAL HOLDING LTD(5WH.SI)$keep going!","images":[{"img":"https://static.tigerbbs.com/6b302afd51d81af6dca102d8b23d0f9f","width":"1080","height":"2172"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859805181","isVote":1,"tweetType":1,"viewCount":707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":827377185,"gmtCreate":1634429329255,"gmtModify":1634429329357,"author":{"id":"3574502938424871","authorId":"3574502938424871","name":"Nkj","avatar":"https://static.tigerbbs.com/b6543c1c82d5e3b4cf249b012d52e8aa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574502938424871","idStr":"3574502938424871"},"themes":[],"htmlText":"💪💪💪","listText":"💪💪💪","text":"💪💪💪","images":[{"img":"https://static.tigerbbs.com/d5961838f1d82754f7dd9251a318ec99","width":"1080","height":"2172"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/827377185","isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":827374737,"gmtCreate":1634429242036,"gmtModify":1634429242138,"author":{"id":"3574502938424871","authorId":"3574502938424871","name":"Nkj","avatar":"https://static.tigerbbs.com/b6543c1c82d5e3b4cf249b012d52e8aa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574502938424871","idStr":"3574502938424871"},"themes":[],"htmlText":"Keep goingggg","listText":"Keep goingggg","text":"Keep 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coming&nbsp;","listText":"Its coming&nbsp;","text":"Its coming","images":[{"img":"https://static.tigerbbs.com/ca8add9b9920f83021d887c740861b92","width":"1080","height":"2172"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/824286708","isVote":1,"tweetType":1,"viewCount":923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":831876847,"gmtCreate":1629304825289,"gmtModify":1633685811002,"author":{"id":"3574502938424871","authorId":"3574502938424871","name":"Nkj","avatar":"https://static.tigerbbs.com/b6543c1c82d5e3b4cf249b012d52e8aa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574502938424871","idStr":"3574502938424871"},"themes":[],"htmlText":"Gogogo","listText":"Gogogo","text":"Gogogo","images":[{"img":"https://static.tigerbbs.com/17c701b1da6032193d10429415f372fa","width":"1080","height":"2172"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831876847","isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":106477280,"gmtCreate":1620142379640,"gmtModify":1631888827199,"author":{"id":"3574502938424871","authorId":"3574502938424871","name":"Nkj","avatar":"https://static.tigerbbs.com/b6543c1c82d5e3b4cf249b012d52e8aa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574502938424871","idStr":"3574502938424871"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/E5H.SI\">$GOLDEN AGRI-RESOURCES LTD(E5H.SI)$</a>perfect&nbsp;","listText":"<a href=\"https://laohu8.com/S/E5H.SI\">$GOLDEN AGRI-RESOURCES LTD(E5H.SI)$</a>perfect&nbsp;","text":"$GOLDEN AGRI-RESOURCES LTD(E5H.SI)$perfect","images":[{"img":"https://static.tigerbbs.com/e14d9a9a4fdef3a5fb1af528f140d110","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/106477280","isVote":1,"tweetType":1,"viewCount":1035,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":375547323,"gmtCreate":1619371313262,"gmtModify":1634273979427,"author":{"id":"3574502938424871","authorId":"3574502938424871","name":"Nkj","avatar":"https://static.tigerbbs.com/b6543c1c82d5e3b4cf249b012d52e8aa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574502938424871","idStr":"3574502938424871"},"themes":[],"htmlText":"Reply my comment pls","listText":"Reply my comment pls","text":"Reply my comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/375547323","repostId":"2129636842","repostType":4,"isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375547977,"gmtCreate":1619371292799,"gmtModify":1634273979547,"author":{"id":"3574502938424871","authorId":"3574502938424871","name":"Nkj","avatar":"https://static.tigerbbs.com/b6543c1c82d5e3b4cf249b012d52e8aa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574502938424871","idStr":"3574502938424871"},"themes":[],"htmlText":"Like my comment pls","listText":"Like my comment pls","text":"Like my comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/375547977","repostId":"1188060568","repostType":4,"isVote":1,"tweetType":1,"viewCount":605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":370520201,"gmtCreate":1618612985503,"gmtModify":1634291823722,"author":{"id":"3574502938424871","authorId":"3574502938424871","name":"Nkj","avatar":"https://static.tigerbbs.com/b6543c1c82d5e3b4cf249b012d52e8aa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574502938424871","idStr":"3574502938424871"},"themes":[],"htmlText":"Reply my comment pls","listText":"Reply my comment pls","text":"Reply my comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/370520201","repostId":"1175692875","repostType":4,"repost":{"id":"1175692875","kind":"news","pubTimestamp":1618582708,"share":"https://www.laohu8.com/m/news/1175692875?lang=zh_CN&edition=full","pubTime":"2021-04-16 22:18","market":"us","language":"en","title":"$544 Billion In Options Expire Today: Here's What Will Move<blockquote>5440亿美元期权今天到期：以下是将发生的变化</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175692875","media":"zerohedge","summary":"While it's not quad (or even triple) witching day, today's a whole lot of weekly options will expire","content":"<p>While it's not quad (or even triple) witching day, today's a whole lot of weekly options will expire, may of which will be worthless, and others will be providing a supporting \"pin\" to underlying prices. It's why, even though we are enjoying a beautiful spring week, Goldman notes that single stock options trading activity is elevated relative to historical levels. To wit, daily options volumes are up 70% in April, up from YTD lows of $2.4bn on 30-Mar.</p><p><blockquote>虽然这不是四（甚至三）巫术日，但今天的大量每周期权将到期，其中可能一文不值，其他期权将为基础价格提供支持“引脚”。这就是为什么，尽管我们正在享受一个美丽的春季周，高盛指出，单一股票期权交易活动相对于历史水平有所上升。也就是说，4月份每日期权交易量增长了70%，高于3月30日年初至今24亿美元的低点。</blockquote></p><p><b>In total, across single stocks, $544BN of options are set to expiry today, including $305BN calls.</b>As such, today’s expiry could be important for stocks with large open interest in at-the-money(ATM) options, as market makers delta-hedging their unusually large options portfolios will be active. This flow is likely to dampen volatility in some names while exacerbating stock price moves in others.</p><p><blockquote><b>总体而言，单个股票中有5440亿美元的期权将于今天到期，其中包括3050亿美元的评级。</b>因此，今天的到期对于平值（ATM）期权持有大量未平仓合约的股票可能很重要，因为做市商对其异常大的期权投资组合进行delta对冲将会很活跃。这种流动可能会抑制某些股票的波动，同时加剧其他股票的股价波动。</blockquote></p><p>How to trade this?</p><p><blockquote>这个怎么交易？</blockquote></p><p>As Goldman's Vishal Vivek writes, at major expirations, options traders track situations where<b>a large amount of open interest is set to expire.</b>In situations where there is a significant amount of expiring open interest in at-the-money strikes (strike prices at or very near the current stockprice), delta-hedging activity can impact the underlying stock’s trading that day. If market makers or other options traders who delta-hedge their positions are net long ATM options, expiration-related flow could have the effect of dampening stock price movements, causing the stock price to settle near the strike with large open interest. This situation is often referred to as a “pin” and can be an ideal situation fora large investor trying to enter/exit a stock position. Alternatively, if delta-hedgers are net short ATM options (have a “negative gamma” position), their hedging activity could exacerbate stock price moves.</p><p><blockquote>正如高盛的维沙尔·维韦克（Vishal Vivek）所写，在重大到期时，期权交易者会跟踪以下情况：<b>大量未平仓合约即将到期。</b>在平价执行（执行价格等于或非常接近当前股价）中存在大量到期未平仓合约的情况下，delta对冲活动可能会影响标的股票当天的交易。如果做市商或其他对其头寸进行delta对冲的期权交易者是净多头ATM期权，则与到期相关的流量可能会产生抑制股价走势的效果，导致股价以大量未平仓合约在行权附近结算。这种情况通常被称为“pin”，对于试图进入/退出股票头寸的大型投资者来说是理想的情况。或者，如果delta对冲者是ATM期权的净空头（具有“负伽马”头寸），他们的对冲活动可能会加剧股价波动。</blockquote></p><p>What that means it expiration-related trades may cause trading activity to aggressively pick up for stocks with a significant amount of ATM open interest.</p><p><blockquote>这意味着与到期相关的交易可能会导致具有大量ATM未平仓合约的股票的交易活动大幅回升。</blockquote></p><p>So to help traders looking to hop on for daytrading opportunities, here is a table identifying possible focus stocks with large ATM open interest expiring today, which is compared to the average daily volume of the underlying stocks. As Goldman puts it, \"<i>expiration-related activity is likely to have more of an impact if the open interest represents a significant percentage of the stock’s volume.\"</i></p><p><blockquote>因此，为了帮助寻求日内交易机会的交易者，这里有一个表格，列出了今天到期的ATM未平仓合约较大的可能焦点股票，并与标的股票的日均交易量进行了比较。正如高盛所说，“<i>如果未平仓合约占股票交易量的很大一部分，那么与到期相关的活动可能会产生更大的影响。”</i></blockquote></p><p><img src=\"https://static.tigerbbs.com/0dac61cb87c2f2700d8a0e8e64324f81\" tg-width=\"500\" tg-height=\"638\" referrerpolicy=\"no-referrer\">Finally, for what it's worth, this morning our friends at SpotGamma write that this has been a rather strange OPEX cycle, \"with a consistent almost mechanical bid pushing markets higher. We’ve not seen the Call Wall “breached” this many times before, but there are other aberrations that we’ve mentioned in previous notes – like net put sales. We’ve got some theories on this we are posting in a longer form piece.\"</p><p><blockquote>最后，值得一提的是，今天早上我们在SpotGamma的朋友写道，这是一个相当奇怪的运营支出周期，“持续的几乎机械的出价推动市场走高。我们以前从未见过看涨期权墙“突破”过很多次，但我们在之前的笔记中提到过其他异常现象，例如净看跌期权销售。我们对此有一些理论，我们将在一篇更长的文章中发布。”</blockquote></p><p>According to SG, because implied volatility has now compressed (ie VIX at new lows) there is now more potential for “long term” volatility. Recall how as of late any sharp, violent drop in markets was bought so quickly (see chart below).<b>These bursts lower coincided with record VIX spikes, but a reflective snap-back bid would bring a market recovery of equal force as the VIX&nbsp; (i.e. implied volatility) reversed.</b></p><p><blockquote>根据SG的说法，由于隐含波动率现在已经压缩（即VIX处于新低），现在“长期”波动的潜力更大。回想一下最近市场的任何剧烈下跌都是如何被如此迅速地买入的（见下图）。<b>这些大幅走低与创纪录的VIX飙升同时发生，但随着VIX（即隐含波动率）的逆转，反射性的snap回调将带来同等力度的市场复苏。</b></blockquote></p><p><img src=\"https://static.tigerbbs.com/ae7a60d873792b825bdda669cafa0ed3\" tg-width=\"500\" tg-height=\"297\" referrerpolicy=\"no-referrer\">And one other curious observation from SpotGamma:</p><p><blockquote>SpotGamma的另一个奇怪观察：</blockquote></p><p>When implied volatility is very high, its very sensitive to market moves and also signaling that markets are expecting more large moves ahead. As soon as markets would pause or catch a support level, that implied volatility would quickly reverse lower. <b>We often think of this analogy that if a shark stops swimming, it sinks ( partially true!). If the market stops dropping then Implied volatility sinks.</b>With this, as we often talk about, lower implied volatility (ie lower VIX) signals market makers have to buy back short hedges which fuels rallies. SG's conclusion: this current level of lower implied volatility now gives the market more downside firepower.&nbsp; Starting with a lower implied volatility “slows down” that responsive “snap-back” buying mechanism.&nbsp; Additionally, gamma is higher when IV is lower so gamma flips may have more juice.</p><p><blockquote>当隐含波动率非常高时，它对市场走势非常敏感，也表明市场预计未来会有更大的波动。一旦市场暂停或抓住支撑位，隐含波动率就会迅速反转走低。<b>我们经常想到这样一个类比，如果鲨鱼停止游泳，它就会下沉（部分正确！）.如果市场停止下跌，那么隐含波动率就会下降。</b>正如我们经常谈论的那样，较低的隐含波动率（即较低的VIX）表明做市商必须回购空头对冲，从而推动反弹。SG的结论是：目前较低的隐含波动率水平给了市场更多的下行火力。从较低的隐含波动率开始会“减缓”反应性的“snap回”购买机制。此外，当IV较低时，伽马较高，因此伽马翻转可能有更多的果汁。</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>$544 Billion In Options Expire Today: Here's What Will Move<blockquote>5440亿美元期权今天到期：以下是将发生的变化</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\">\n$544 Billion In Options Expire Today: Here's What Will Move<blockquote>5440亿美元期权今天到期：以下是将发生的变化</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-04-16 22:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p>While it's not quad (or even triple) witching day, today's a whole lot of weekly options will expire, may of which will be worthless, and others will be providing a supporting \"pin\" to underlying prices. It's why, even though we are enjoying a beautiful spring week, Goldman notes that single stock options trading activity is elevated relative to historical levels. To wit, daily options volumes are up 70% in April, up from YTD lows of $2.4bn on 30-Mar.</p><p><blockquote>虽然这不是四（甚至三）巫术日，但今天的大量每周期权将到期，其中可能一文不值，其他期权将为基础价格提供支持“引脚”。这就是为什么，尽管我们正在享受一个美丽的春季周，高盛指出，单一股票期权交易活动相对于历史水平有所上升。也就是说，4月份每日期权交易量增长了70%，高于3月30日年初至今24亿美元的低点。</blockquote></p><p><b>In total, across single stocks, $544BN of options are set to expiry today, including $305BN calls.</b>As such, today’s expiry could be important for stocks with large open interest in at-the-money(ATM) options, as market makers delta-hedging their unusually large options portfolios will be active. This flow is likely to dampen volatility in some names while exacerbating stock price moves in others.</p><p><blockquote><b>总体而言，单个股票中有5440亿美元的期权将于今天到期，其中包括3050亿美元的评级。</b>因此，今天的到期对于平值（ATM）期权持有大量未平仓合约的股票可能很重要，因为做市商对其异常大的期权投资组合进行delta对冲将会很活跃。这种流动可能会抑制某些股票的波动，同时加剧其他股票的股价波动。</blockquote></p><p>How to trade this?</p><p><blockquote>这个怎么交易？</blockquote></p><p>As Goldman's Vishal Vivek writes, at major expirations, options traders track situations where<b>a large amount of open interest is set to expire.</b>In situations where there is a significant amount of expiring open interest in at-the-money strikes (strike prices at or very near the current stockprice), delta-hedging activity can impact the underlying stock’s trading that day. If market makers or other options traders who delta-hedge their positions are net long ATM options, expiration-related flow could have the effect of dampening stock price movements, causing the stock price to settle near the strike with large open interest. This situation is often referred to as a “pin” and can be an ideal situation fora large investor trying to enter/exit a stock position. Alternatively, if delta-hedgers are net short ATM options (have a “negative gamma” position), their hedging activity could exacerbate stock price moves.</p><p><blockquote>正如高盛的维沙尔·维韦克（Vishal Vivek）所写，在重大到期时，期权交易者会跟踪以下情况：<b>大量未平仓合约即将到期。</b>在平价执行（执行价格等于或非常接近当前股价）中存在大量到期未平仓合约的情况下，delta对冲活动可能会影响标的股票当天的交易。如果做市商或其他对其头寸进行delta对冲的期权交易者是净多头ATM期权，则与到期相关的流量可能会产生抑制股价走势的效果，导致股价以大量未平仓合约在行权附近结算。这种情况通常被称为“pin”，对于试图进入/退出股票头寸的大型投资者来说是理想的情况。或者，如果delta对冲者是ATM期权的净空头（具有“负伽马”头寸），他们的对冲活动可能会加剧股价波动。</blockquote></p><p>What that means it expiration-related trades may cause trading activity to aggressively pick up for stocks with a significant amount of ATM open interest.</p><p><blockquote>这意味着与到期相关的交易可能会导致具有大量ATM未平仓合约的股票的交易活动大幅回升。</blockquote></p><p>So to help traders looking to hop on for daytrading opportunities, here is a table identifying possible focus stocks with large ATM open interest expiring today, which is compared to the average daily volume of the underlying stocks. As Goldman puts it, \"<i>expiration-related activity is likely to have more of an impact if the open interest represents a significant percentage of the stock’s volume.\"</i></p><p><blockquote>因此，为了帮助寻求日内交易机会的交易者，这里有一个表格，列出了今天到期的ATM未平仓合约较大的可能焦点股票，并与标的股票的日均交易量进行了比较。正如高盛所说，“<i>如果未平仓合约占股票交易量的很大一部分，那么与到期相关的活动可能会产生更大的影响。”</i></blockquote></p><p><img src=\"https://static.tigerbbs.com/0dac61cb87c2f2700d8a0e8e64324f81\" tg-width=\"500\" tg-height=\"638\" referrerpolicy=\"no-referrer\">Finally, for what it's worth, this morning our friends at SpotGamma write that this has been a rather strange OPEX cycle, \"with a consistent almost mechanical bid pushing markets higher. We’ve not seen the Call Wall “breached” this many times before, but there are other aberrations that we’ve mentioned in previous notes – like net put sales. We’ve got some theories on this we are posting in a longer form piece.\"</p><p><blockquote>最后，值得一提的是，今天早上我们在SpotGamma的朋友写道，这是一个相当奇怪的运营支出周期，“持续的几乎机械的出价推动市场走高。我们以前从未见过看涨期权墙“突破”过很多次，但我们在之前的笔记中提到过其他异常现象，例如净看跌期权销售。我们对此有一些理论，我们将在一篇更长的文章中发布。”</blockquote></p><p>According to SG, because implied volatility has now compressed (ie VIX at new lows) there is now more potential for “long term” volatility. Recall how as of late any sharp, violent drop in markets was bought so quickly (see chart below).<b>These bursts lower coincided with record VIX spikes, but a reflective snap-back bid would bring a market recovery of equal force as the VIX&nbsp; (i.e. implied volatility) reversed.</b></p><p><blockquote>根据SG的说法，由于隐含波动率现在已经压缩（即VIX处于新低），现在“长期”波动的潜力更大。回想一下最近市场的任何剧烈下跌都是如何被如此迅速地买入的（见下图）。<b>这些大幅走低与创纪录的VIX飙升同时发生，但随着VIX（即隐含波动率）的逆转，反射性的snap回调将带来同等力度的市场复苏。</b></blockquote></p><p><img src=\"https://static.tigerbbs.com/ae7a60d873792b825bdda669cafa0ed3\" tg-width=\"500\" tg-height=\"297\" referrerpolicy=\"no-referrer\">And one other curious observation from SpotGamma:</p><p><blockquote>SpotGamma的另一个奇怪观察：</blockquote></p><p>When implied volatility is very high, its very sensitive to market moves and also signaling that markets are expecting more large moves ahead. As soon as markets would pause or catch a support level, that implied volatility would quickly reverse lower. <b>We often think of this analogy that if a shark stops swimming, it sinks ( partially true!). If the market stops dropping then Implied volatility sinks.</b>With this, as we often talk about, lower implied volatility (ie lower VIX) signals market makers have to buy back short hedges which fuels rallies. SG's conclusion: this current level of lower implied volatility now gives the market more downside firepower.&nbsp; Starting with a lower implied volatility “slows down” that responsive “snap-back” buying mechanism.&nbsp; Additionally, gamma is higher when IV is lower so gamma flips may have more juice.</p><p><blockquote>当隐含波动率非常高时，它对市场走势非常敏感，也表明市场预计未来会有更大的波动。一旦市场暂停或抓住支撑位，隐含波动率就会迅速反转走低。<b>我们经常想到这样一个类比，如果鲨鱼停止游泳，它就会下沉（部分正确！）.如果市场停止下跌，那么隐含波动率就会下降。</b>正如我们经常谈论的那样，较低的隐含波动率（即较低的VIX）表明做市商必须回购空头对冲，从而推动反弹。SG的结论是：目前较低的隐含波动率水平给了市场更多的下行火力。从较低的隐含波动率开始会“减缓”反应性的“snap回”购买机制。此外，当IV较低时，伽马较高，因此伽马翻转可能有更多的果汁。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/544-billion-options-expire-today-heres-what-will-move?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/544-billion-options-expire-today-heres-what-will-move?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175692875","content_text":"While it's not quad (or even triple) witching day, today's a whole lot of weekly options will expire, may of which will be worthless, and others will be providing a supporting \"pin\" to underlying prices. It's why, even though we are enjoying a beautiful spring week, Goldman notes that single stock options trading activity is elevated relative to historical levels. To wit, daily options volumes are up 70% in April, up from YTD lows of $2.4bn on 30-Mar.In total, across single stocks, $544BN of options are set to expiry today, including $305BN calls.As such, today’s expiry could be important for stocks with large open interest in at-the-money(ATM) options, as market makers delta-hedging their unusually large options portfolios will be active. This flow is likely to dampen volatility in some names while exacerbating stock price moves in others.How to trade this?As Goldman's Vishal Vivek writes, at major expirations, options traders track situations wherea large amount of open interest is set to expire.In situations where there is a significant amount of expiring open interest in at-the-money strikes (strike prices at or very near the current stockprice), delta-hedging activity can impact the underlying stock’s trading that day. If market makers or other options traders who delta-hedge their positions are net long ATM options, expiration-related flow could have the effect of dampening stock price movements, causing the stock price to settle near the strike with large open interest. This situation is often referred to as a “pin” and can be an ideal situation fora large investor trying to enter/exit a stock position. Alternatively, if delta-hedgers are net short ATM options (have a “negative gamma” position), their hedging activity could exacerbate stock price moves.What that means it expiration-related trades may cause trading activity to aggressively pick up for stocks with a significant amount of ATM open interest.So to help traders looking to hop on for daytrading opportunities, here is a table identifying possible focus stocks with large ATM open interest expiring today, which is compared to the average daily volume of the underlying stocks. As Goldman puts it, \"expiration-related activity is likely to have more of an impact if the open interest represents a significant percentage of the stock’s volume.\"Finally, for what it's worth, this morning our friends at SpotGamma write that this has been a rather strange OPEX cycle, \"with a consistent almost mechanical bid pushing markets higher. We’ve not seen the Call Wall “breached” this many times before, but there are other aberrations that we’ve mentioned in previous notes – like net put sales. We’ve got some theories on this we are posting in a longer form piece.\"According to SG, because implied volatility has now compressed (ie VIX at new lows) there is now more potential for “long term” volatility. Recall how as of late any sharp, violent drop in markets was bought so quickly (see chart below).These bursts lower coincided with record VIX spikes, but a reflective snap-back bid would bring a market recovery of equal force as the VIX  (i.e. implied volatility) reversed.And one other curious observation from SpotGamma:When implied volatility is very high, its very sensitive to market moves and also signaling that markets are expecting more large moves ahead. As soon as markets would pause or catch a support level, that implied volatility would quickly reverse lower. We often think of this analogy that if a shark stops swimming, it sinks ( partially true!). If the market stops dropping then Implied volatility sinks.With this, as we often talk about, lower implied volatility (ie lower VIX) signals market makers have to buy back short hedges which fuels rallies. SG's conclusion: this current level of lower implied volatility now gives the market more downside firepower.  Starting with a lower implied volatility “slows down” that responsive “snap-back” buying mechanism.  Additionally, gamma is higher when IV is lower so gamma flips may have more juice.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373696107,"gmtCreate":1618841565609,"gmtModify":1631890972128,"author":{"id":"3574502938424871","authorId":"3574502938424871","name":"Nkj","avatar":"https://static.tigerbbs.com/b6543c1c82d5e3b4cf249b012d52e8aa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574502938424871","idStr":"3574502938424871"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QES.SI\">$China Sunsine Chemical Holdings Ltd.(QES.SI)$</a>good start","listText":"<a href=\"https://laohu8.com/S/QES.SI\">$China Sunsine Chemical Holdings Ltd.(QES.SI)$</a>good start","text":"$China Sunsine Chemical Holdings Ltd.(QES.SI)$good start","images":[{"img":"https://static.tigerbbs.com/2d9fdea172c4c4b28aaf682e67d6c2fc","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/373696107","isVote":1,"tweetType":1,"viewCount":757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":343550419,"gmtCreate":1617728278531,"gmtModify":1634296859334,"author":{"id":"3574502938424871","authorId":"3574502938424871","name":"Nkj","avatar":"https://static.tigerbbs.com/b6543c1c82d5e3b4cf249b012d52e8aa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574502938424871","idStr":"3574502938424871"},"themes":[],"htmlText":"Return my comment pls","listText":"Return my comment pls","text":"Return my comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/343550419","repostId":"1101907559","repostType":4,"repost":{"id":"1101907559","kind":"news","pubTimestamp":1617672655,"share":"https://www.laohu8.com/m/news/1101907559?lang=zh_CN&edition=full","pubTime":"2021-04-06 09:30","market":"us","language":"en","title":"Opinion: Financial crises get triggered about every 10 years — Archegos might be right on time<blockquote>观点：金融危机大约每10年就会引发一次——Archegos可能准时出现</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1101907559","media":"marketwatch","summary":"No one, for now, can say for sure that the so-called family office’s billions in investment losses won’t spread.Financial crises are never quite the same. During the late 1980s, nearly a third of the nation’s savings and loan associations failed, ending with a taxpayer bailout — in 2021 terms — of about $265 billion.In 1997-1998, financial crises in Asia and Russia led to the near meltdown of the largest hedge fund in the U.S. —Long-Term Capital Management. Its reach and operating practices were","content":"<p>  <b>No one, for now, can say for sure that the so-called family office’s billions in investment losses won’t spread.</b>  Financial crises are never quite the same. During the late 1980s, nearly a third of the nation’s savings and loan associations failed, ending with a taxpayer bailout — in 2021 terms — of about $265 billion.</p><p><blockquote><b>目前，没有人能肯定地说，所谓的家族办公室数十亿美元的投资损失不会蔓延。</b>金融危机从来都不完全一样。20世纪80年代末，美国近三分之一的储蓄和贷款协会倒闭，最终获得了约2650亿美元的纳税人救助（按2021年计算）。</blockquote></p><p> In 1997-1998, financial crises in Asia and Russia led to the near meltdown of the largest hedge fund in the U.S. —Long-Term Capital Management(LTCM). Its reach and operating practices were such that Federal Reserve Chairman Alan Greenspan said that when LTCM failed, “he had never seen anything in his lifetime that compared to the terror” he felt. LTCM was deemed “too big to fail,” and he engineered a bailout by 14 major U.S. financial institutions.</p><p><blockquote>1997-1998年，亚洲和俄国的金融危机导致美国最大的对冲基金——长期资本管理公司（LTCM）几近崩溃。它的影响力和运营实践如此之大，以至于美联储主席艾伦·格林斯潘说，当LTCM失败时，“他一生中从未见过任何与他所感受到的恐怖相比的事情”。LTCM被认为“太大而不能倒”，他策划了对14家美国主要金融机构的救助。</blockquote></p><p> Exactly a decade later, too much leverage by some of those very institutions, and the bursting of a U.S. real estate bubble, led to the near collapse of the U.S. financial system. Once again, big banks were deemed too big to fail and taxpayers came to the rescue.</p><p><blockquote>整整十年后，其中一些机构的过度杠杆化，以及美国房地产泡沫的破裂，导致美国金融体系几近崩溃。大银行再一次被认为太大而不能倒，纳税人前来救援。</blockquote></p><p> The trend? Every 10 years or so, and they all look different.&nbsp;Are we in the early stages of a new crisis now, with the blowup at the family office Archegos Capital Management LP?</p><p><blockquote>趋势？每隔10年左右，它们看起来都不一样。随着家族办公室Archegos Capital Management LP的爆发，我们现在是否正处于新危机的早期阶段？</blockquote></p><p> A family office, for the uninitiated, is a private wealth management vehicle for the ultra-wealthy. Here’s what I mean by ultra-wealthy: Consulting firm EY estimates there are some 10,000 family offices globally, but manage, says a separate estimate by market research firm Campden Research, nearly $6 trillion. That $6 trillion is likely far higher now given that it’s based on 2019 data.</p><p><blockquote>对于外行人来说，家族办公室是超级富豪的私人财富管理工具。这就是我所说的超级富豪的意思：咨询公司安永估计全球约有10,000个家族理财室，但市场研究公司Campden Research的另一项估计称，管理家族理财室的规模接近6万亿美元。鉴于这6万亿美元是基于2019年的数据，现在可能要高得多。</blockquote></p><p> <b>Unregulated money managers</b></p><p><blockquote><b>不受监管的基金经理</b></blockquote></p><p> Here’s the potential danger. Family offices generally aren’t regulated. The 1940 Investment Advisers Act says firms with 15 clients or fewer don’t have to register with the Securities and Exchange Commission. What this means is that trillions of dollars are in play and no one can really say who’s running the money, what it’s invested in, how much leverage is being used, and what kind of counterparty risk may exist. (Counterparty risk is the probability that one party involved in a financial transaction could default on a contractual obligation to someone else.)</p><p><blockquote>这是潜在的危险。家族理财室通常不受监管。1940年《投资顾问法》规定，拥有15名或更少客户的公司无需向美国证券交易委员会注册。这意味着数万亿美元正在发挥作用，没有人能真正说出谁在管理这笔钱，它投资于什么，使用了多少杠杆，以及可能存在什么样的交易对手风险。（交易对手风险是指参与金融交易的一方可能违反对另一方的合同义务的概率。）</blockquote></p><p> This appears to be the case with Archegos. The firm bet heavily on certain Chinese stocks, including e-commerce player&nbsp;Vipshop Holdings&nbsp;Ltd.VIPS,-1.19%,U.S.-listed Chinese tutoring company&nbsp;GSX Techedu&nbsp;Inc.GSX,-10.63%and U.S. media companiesViacomCBS&nbsp;Inc.VIAC,-3.90%and&nbsp;Discovery&nbsp;Inc.DISCA,-3.86%,among others. Share prices have tumbled lately, sparking large sales — some $30 billion — by Archegos.</p><p><blockquote>Archegos似乎就是这种情况。该公司大举押注某些中国股票，包括电子商务公司唯品会控股有限公司VIPS，-1.19%，在美国上市的中国家教公司跟谁学GSX，-10.63%，以及美国媒体公司维亚康姆哥伦比亚广播公司VIAC，-3.90%和Discovery Inc.DISCA，-3.86%等。最近股价暴跌，引发Archegos的大量抛售（约300亿美元）。</blockquote></p><p> The problem is that only about a third of that, or $10 billion, was its own money. We now know that Archegos worked with some of the biggest names on Wall Street, including&nbsp;Credit Suisse Group AGCS,+1.59%,UBS Group AGUBS,+1.01%,Goldman Sachs Group Inc.GS,-1.25%,&nbsp;Morgan StanleyMS,-0.28%,Deutsche Bank AGDB,+0.74%and Nomura Holdings Inc.&nbsp;NMR,+1.87%.</p><p><blockquote>问题是，其中只有大约三分之一，即100亿美元，是它自己的钱。我们现在知道Archegos与华尔街的一些大牌合作，包括瑞士信贷集团AGCS，+1.59%，瑞银集团AGUBS，+1.01%，高盛集团Inc.GS，-1.25%，摩根士丹利MS，-0.28%，德意志银行AGDB，+0.74%，野村控股公司NMR，+1.87%。</blockquote></p><p> But since family offices are largely allowed to operate unregulated, who’s to say how much money is really involved here and what the extent of market risk is? My colleague Mark DeCambre&nbsp;reported last week that Archegos’ true exposures to bad trades could actuallybe closer to $100 billion.</p><p><blockquote>但由于家族办公室在很大程度上被允许不受监管地运营，谁能说这里真正涉及多少资金以及市场风险有多大？我的同事Mark DeCambre上周报告称，Archegos对不良交易的真实敞口实际上可能接近1000亿美元。</blockquote></p><p> <b>Danger of counterparty risk</b></p><p><blockquote><b>交易对手风险的危险性</b></blockquote></p><p> This is where counterparty risk comes in. As Archegos’ bets went south, the above banks — looking at losses of their own — hit the firm with margin calls. Deutsche quickly dumped about $4 billion in holdings, while Goldman and Morgan Stanley are also said to have unwound their positions, perhaps limiting their downside.</p><p><blockquote>这就是交易对手风险的用武之地。随着Archegos的赌注落空，上述银行考虑到自己的损失，以保证金评级打击了该公司。德意志银行迅速抛售了约40亿美元的持股，而高盛和摩根士丹利据说也已平仓，这或许限制了它们的下跌空间。</blockquote></p><p> So is this a financial crisis? It doesn’t appear to be. Even so, the Securities and Exchange Commission has opened a preliminary investigation into Archegos and its founder, Bill Hwang.</p><p><blockquote>那么这是金融危机吗？似乎不是。即便如此，美国证券交易委员会还是对Archegos及其创始人Bill Hwang展开了初步调查。</blockquote></p><p> One peer, Tom Lee, the research chief of Fundstrat Global Advisors, calls Hwang one of the “top 10 of the best investment minds” he knows.</p><p><blockquote>Fundstrat Global Advisors的研究主管Tom Lee是他认识的“十大最佳投资头脑”之一的评级·黄。</blockquote></p><p> But federal regulators may have a lesser opinion. In 2012, Hwang’s former hedge fund, Tiger Asia Management, pleaded guilty and paid more than $60 million in penalties after it was accused of trading on illegal tips about Chinese banks. The SEC banned Hwang from managing money on behalf of clients — essentially booting him from the hedge fund industry. So Hwang opened Archegos, and again, family offices aren’t generally aren’t regulated.</p><p><blockquote>但联邦监管机构的意见可能较少。2012年，黄禹锡的前对冲基金老虎亚洲管理公司(Tiger Asia Management)认罪并支付了超过6000万美元的罚款，此前该公司被指控利用有关中国银行的非法线索进行交易。美国证券交易委员会禁止黄禹锡代表客户管理资金——实质上是将他踢出对冲基金行业。因此，Hwang开设了Archegos，同样，家族理财室通常不受监管。</blockquote></p><p> <b>Yellen on the case</b></p><p><blockquote><b>耶伦谈此案</b></blockquote></p><p> This issue is on Treasury Secretary Janet Yellen’s radar. She said last week that greater oversight of these private corners of the financial industry is needed. The Financial Stability Oversight Council (FSOC), which she oversees, has revived a task force to help agencies better “share data, identify risks and work to strengthen our financial system.”</p><p><blockquote>这个问题引起了财政部长珍妮特·耶伦的关注。她上周表示，需要加强对金融业这些私人角落的监管。她监管的金融稳定监督委员会（FSOC）重新成立了一个工作组，以帮助各机构更好地“共享数据、识别风险并努力加强我们的金融体系”。</blockquote></p><p></p><p> Most financial crises end up with American taxpayers getting stuck with the tab. Gains belong to the risk-takers. But losses — they belong to us. To paraphrase Abe Lincoln, family offices — a multi-trillion dollar industry largely allowed to operate in the shadows in a global financial system that is more intertwined than ever — are of the super-wealthy, by the super-wealthy and for the super-wealthy. And no one else.</p><p><blockquote>大多数金融危机最终都是美国纳税人陷入困境。收益属于冒险者。但是损失——它们属于我们。套用亚伯·林肯（Abe Lincoln）的话，家族办公室——一个价值数万亿美元的行业，在一个比以往任何时候都更加交织在一起的全球金融体系中，很大程度上被允许在阴影中运作——属于超级富豪，由超级富豪经营，为超级富豪服务。没有其他人。</blockquote></p><p> The Archegos collapse may or may not be the beginning of yet another financial crisis. But who’s to say what thousands of other family offices are doing with their trillions, and whether similar problems could blow up?</p><p><blockquote>Archegos的倒闭可能是也可能不是另一场金融危机的开始。但谁能说其他数千家家族理财室正在用他们的数万亿美元做什么，以及类似的问题是否会爆发？</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>Opinion: Financial crises get triggered about every 10 years — Archegos might be right on time<blockquote>观点：金融危机大约每10年就会引发一次——Archegos可能准时出现</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\">\nOpinion: Financial crises get triggered about every 10 years — Archegos might be right on time<blockquote>观点：金融危机大约每10年就会引发一次——Archegos可能准时出现</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">marketwatch</strong><span class=\"h-time small\">2021-04-06 09:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>No one, for now, can say for sure that the so-called family office’s billions in investment losses won’t spread.</b>  Financial crises are never quite the same. During the late 1980s, nearly a third of the nation’s savings and loan associations failed, ending with a taxpayer bailout — in 2021 terms — of about $265 billion.</p><p><blockquote><b>目前，没有人能肯定地说，所谓的家族办公室数十亿美元的投资损失不会蔓延。</b>金融危机从来都不完全一样。20世纪80年代末，美国近三分之一的储蓄和贷款协会倒闭，最终获得了约2650亿美元的纳税人救助（按2021年计算）。</blockquote></p><p> In 1997-1998, financial crises in Asia and Russia led to the near meltdown of the largest hedge fund in the U.S. —Long-Term Capital Management(LTCM). Its reach and operating practices were such that Federal Reserve Chairman Alan Greenspan said that when LTCM failed, “he had never seen anything in his lifetime that compared to the terror” he felt. LTCM was deemed “too big to fail,” and he engineered a bailout by 14 major U.S. financial institutions.</p><p><blockquote>1997-1998年，亚洲和俄国的金融危机导致美国最大的对冲基金——长期资本管理公司（LTCM）几近崩溃。它的影响力和运营实践如此之大，以至于美联储主席艾伦·格林斯潘说，当LTCM失败时，“他一生中从未见过任何与他所感受到的恐怖相比的事情”。LTCM被认为“太大而不能倒”，他策划了对14家美国主要金融机构的救助。</blockquote></p><p> Exactly a decade later, too much leverage by some of those very institutions, and the bursting of a U.S. real estate bubble, led to the near collapse of the U.S. financial system. Once again, big banks were deemed too big to fail and taxpayers came to the rescue.</p><p><blockquote>整整十年后，其中一些机构的过度杠杆化，以及美国房地产泡沫的破裂，导致美国金融体系几近崩溃。大银行再一次被认为太大而不能倒，纳税人前来救援。</blockquote></p><p> The trend? Every 10 years or so, and they all look different.&nbsp;Are we in the early stages of a new crisis now, with the blowup at the family office Archegos Capital Management LP?</p><p><blockquote>趋势？每隔10年左右，它们看起来都不一样。随着家族办公室Archegos Capital Management LP的爆发，我们现在是否正处于新危机的早期阶段？</blockquote></p><p> A family office, for the uninitiated, is a private wealth management vehicle for the ultra-wealthy. Here’s what I mean by ultra-wealthy: Consulting firm EY estimates there are some 10,000 family offices globally, but manage, says a separate estimate by market research firm Campden Research, nearly $6 trillion. That $6 trillion is likely far higher now given that it’s based on 2019 data.</p><p><blockquote>对于外行人来说，家族办公室是超级富豪的私人财富管理工具。这就是我所说的超级富豪的意思：咨询公司安永估计全球约有10,000个家族理财室，但市场研究公司Campden Research的另一项估计称，管理家族理财室的规模接近6万亿美元。鉴于这6万亿美元是基于2019年的数据，现在可能要高得多。</blockquote></p><p> <b>Unregulated money managers</b></p><p><blockquote><b>不受监管的基金经理</b></blockquote></p><p> Here’s the potential danger. Family offices generally aren’t regulated. The 1940 Investment Advisers Act says firms with 15 clients or fewer don’t have to register with the Securities and Exchange Commission. What this means is that trillions of dollars are in play and no one can really say who’s running the money, what it’s invested in, how much leverage is being used, and what kind of counterparty risk may exist. (Counterparty risk is the probability that one party involved in a financial transaction could default on a contractual obligation to someone else.)</p><p><blockquote>这是潜在的危险。家族理财室通常不受监管。1940年《投资顾问法》规定，拥有15名或更少客户的公司无需向美国证券交易委员会注册。这意味着数万亿美元正在发挥作用，没有人能真正说出谁在管理这笔钱，它投资于什么，使用了多少杠杆，以及可能存在什么样的交易对手风险。（交易对手风险是指参与金融交易的一方可能违反对另一方的合同义务的概率。）</blockquote></p><p> This appears to be the case with Archegos. The firm bet heavily on certain Chinese stocks, including e-commerce player&nbsp;Vipshop Holdings&nbsp;Ltd.VIPS,-1.19%,U.S.-listed Chinese tutoring company&nbsp;GSX Techedu&nbsp;Inc.GSX,-10.63%and U.S. media companiesViacomCBS&nbsp;Inc.VIAC,-3.90%and&nbsp;Discovery&nbsp;Inc.DISCA,-3.86%,among others. Share prices have tumbled lately, sparking large sales — some $30 billion — by Archegos.</p><p><blockquote>Archegos似乎就是这种情况。该公司大举押注某些中国股票，包括电子商务公司唯品会控股有限公司VIPS，-1.19%，在美国上市的中国家教公司跟谁学GSX，-10.63%，以及美国媒体公司维亚康姆哥伦比亚广播公司VIAC，-3.90%和Discovery Inc.DISCA，-3.86%等。最近股价暴跌，引发Archegos的大量抛售（约300亿美元）。</blockquote></p><p> The problem is that only about a third of that, or $10 billion, was its own money. We now know that Archegos worked with some of the biggest names on Wall Street, including&nbsp;Credit Suisse Group AGCS,+1.59%,UBS Group AGUBS,+1.01%,Goldman Sachs Group Inc.GS,-1.25%,&nbsp;Morgan StanleyMS,-0.28%,Deutsche Bank AGDB,+0.74%and Nomura Holdings Inc.&nbsp;NMR,+1.87%.</p><p><blockquote>问题是，其中只有大约三分之一，即100亿美元，是它自己的钱。我们现在知道Archegos与华尔街的一些大牌合作，包括瑞士信贷集团AGCS，+1.59%，瑞银集团AGUBS，+1.01%，高盛集团Inc.GS，-1.25%，摩根士丹利MS，-0.28%，德意志银行AGDB，+0.74%，野村控股公司NMR，+1.87%。</blockquote></p><p> But since family offices are largely allowed to operate unregulated, who’s to say how much money is really involved here and what the extent of market risk is? My colleague Mark DeCambre&nbsp;reported last week that Archegos’ true exposures to bad trades could actuallybe closer to $100 billion.</p><p><blockquote>但由于家族办公室在很大程度上被允许不受监管地运营，谁能说这里真正涉及多少资金以及市场风险有多大？我的同事Mark DeCambre上周报告称，Archegos对不良交易的真实敞口实际上可能接近1000亿美元。</blockquote></p><p> <b>Danger of counterparty risk</b></p><p><blockquote><b>交易对手风险的危险性</b></blockquote></p><p> This is where counterparty risk comes in. As Archegos’ bets went south, the above banks — looking at losses of their own — hit the firm with margin calls. Deutsche quickly dumped about $4 billion in holdings, while Goldman and Morgan Stanley are also said to have unwound their positions, perhaps limiting their downside.</p><p><blockquote>这就是交易对手风险的用武之地。随着Archegos的赌注落空，上述银行考虑到自己的损失，以保证金评级打击了该公司。德意志银行迅速抛售了约40亿美元的持股，而高盛和摩根士丹利据说也已平仓，这或许限制了它们的下跌空间。</blockquote></p><p> So is this a financial crisis? It doesn’t appear to be. Even so, the Securities and Exchange Commission has opened a preliminary investigation into Archegos and its founder, Bill Hwang.</p><p><blockquote>那么这是金融危机吗？似乎不是。即便如此，美国证券交易委员会还是对Archegos及其创始人Bill Hwang展开了初步调查。</blockquote></p><p> One peer, Tom Lee, the research chief of Fundstrat Global Advisors, calls Hwang one of the “top 10 of the best investment minds” he knows.</p><p><blockquote>Fundstrat Global Advisors的研究主管Tom Lee是他认识的“十大最佳投资头脑”之一的评级·黄。</blockquote></p><p> But federal regulators may have a lesser opinion. In 2012, Hwang’s former hedge fund, Tiger Asia Management, pleaded guilty and paid more than $60 million in penalties after it was accused of trading on illegal tips about Chinese banks. The SEC banned Hwang from managing money on behalf of clients — essentially booting him from the hedge fund industry. So Hwang opened Archegos, and again, family offices aren’t generally aren’t regulated.</p><p><blockquote>但联邦监管机构的意见可能较少。2012年，黄禹锡的前对冲基金老虎亚洲管理公司(Tiger Asia Management)认罪并支付了超过6000万美元的罚款，此前该公司被指控利用有关中国银行的非法线索进行交易。美国证券交易委员会禁止黄禹锡代表客户管理资金——实质上是将他踢出对冲基金行业。因此，Hwang开设了Archegos，同样，家族理财室通常不受监管。</blockquote></p><p> <b>Yellen on the case</b></p><p><blockquote><b>耶伦谈此案</b></blockquote></p><p> This issue is on Treasury Secretary Janet Yellen’s radar. She said last week that greater oversight of these private corners of the financial industry is needed. The Financial Stability Oversight Council (FSOC), which she oversees, has revived a task force to help agencies better “share data, identify risks and work to strengthen our financial system.”</p><p><blockquote>这个问题引起了财政部长珍妮特·耶伦的关注。她上周表示，需要加强对金融业这些私人角落的监管。她监管的金融稳定监督委员会（FSOC）重新成立了一个工作组，以帮助各机构更好地“共享数据、识别风险并努力加强我们的金融体系”。</blockquote></p><p></p><p> Most financial crises end up with American taxpayers getting stuck with the tab. Gains belong to the risk-takers. But losses — they belong to us. To paraphrase Abe Lincoln, family offices — a multi-trillion dollar industry largely allowed to operate in the shadows in a global financial system that is more intertwined than ever — are of the super-wealthy, by the super-wealthy and for the super-wealthy. And no one else.</p><p><blockquote>大多数金融危机最终都是美国纳税人陷入困境。收益属于冒险者。但是损失——它们属于我们。套用亚伯·林肯（Abe Lincoln）的话，家族办公室——一个价值数万亿美元的行业，在一个比以往任何时候都更加交织在一起的全球金融体系中，很大程度上被允许在阴影中运作——属于超级富豪，由超级富豪经营，为超级富豪服务。没有其他人。</blockquote></p><p> The Archegos collapse may or may not be the beginning of yet another financial crisis. But who’s to say what thousands of other family offices are doing with their trillions, and whether similar problems could blow up?</p><p><blockquote>Archegos的倒闭可能是也可能不是另一场金融危机的开始。但谁能说其他数千家家族理财室正在用他们的数万亿美元做什么，以及类似的问题是否会爆发？</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/financial-crises-happen-about-every-10-years-which-makes-the-archegos-meltdown-unnerving-11617634942?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":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.marketwatch.com/story/financial-crises-happen-about-every-10-years-which-makes-the-archegos-meltdown-unnerving-11617634942?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101907559","content_text":"No one, for now, can say for sure that the so-called family office’s billions in investment losses won’t spread.\n\nFinancial crises are never quite the same. During the late 1980s, nearly a third of the nation’s savings and loan associations failed, ending with a taxpayer bailout — in 2021 terms — of about $265 billion.\nIn 1997-1998, financial crises in Asia and Russia led to the near meltdown of the largest hedge fund in the U.S. —Long-Term Capital Management(LTCM). Its reach and operating practices were such that Federal Reserve Chairman Alan Greenspan said that when LTCM failed, “he had never seen anything in his lifetime that compared to the terror” he felt. LTCM was deemed “too big to fail,” and he engineered a bailout by 14 major U.S. financial institutions.\nExactly a decade later, too much leverage by some of those very institutions, and the bursting of a U.S. real estate bubble, led to the near collapse of the U.S. financial system. Once again, big banks were deemed too big to fail and taxpayers came to the rescue.\nThe trend? Every 10 years or so, and they all look different. Are we in the early stages of a new crisis now, with the blowup at the family office Archegos Capital Management LP?\nA family office, for the uninitiated, is a private wealth management vehicle for the ultra-wealthy. Here’s what I mean by ultra-wealthy: Consulting firm EY estimates there are some 10,000 family offices globally, but manage, says a separate estimate by market research firm Campden Research, nearly $6 trillion. That $6 trillion is likely far higher now given that it’s based on 2019 data.\nUnregulated money managers\nHere’s the potential danger. Family offices generally aren’t regulated. The 1940 Investment Advisers Act says firms with 15 clients or fewer don’t have to register with the Securities and Exchange Commission. What this means is that trillions of dollars are in play and no one can really say who’s running the money, what it’s invested in, how much leverage is being used, and what kind of counterparty risk may exist. (Counterparty risk is the probability that one party involved in a financial transaction could default on a contractual obligation to someone else.)\nThis appears to be the case with Archegos. The firm bet heavily on certain Chinese stocks, including e-commerce player Vipshop Holdings Ltd.VIPS,-1.19%,U.S.-listed Chinese tutoring company GSX Techedu Inc.GSX,-10.63%and U.S. media companiesViacomCBS Inc.VIAC,-3.90%and Discovery Inc.DISCA,-3.86%,among others. Share prices have tumbled lately, sparking large sales — some $30 billion — by Archegos.\nThe problem is that only about a third of that, or $10 billion, was its own money. We now know that Archegos worked with some of the biggest names on Wall Street, including Credit Suisse Group AGCS,+1.59%,UBS Group AGUBS,+1.01%,Goldman Sachs Group Inc.GS,-1.25%, Morgan StanleyMS,-0.28%,Deutsche Bank AGDB,+0.74%and Nomura Holdings Inc. NMR,+1.87%.\nBut since family offices are largely allowed to operate unregulated, who’s to say how much money is really involved here and what the extent of market risk is? My colleague Mark DeCambre reported last week that Archegos’ true exposures to bad trades could actuallybe closer to $100 billion.\nDanger of counterparty risk\nThis is where counterparty risk comes in. As Archegos’ bets went south, the above banks — looking at losses of their own — hit the firm with margin calls. Deutsche quickly dumped about $4 billion in holdings, while Goldman and Morgan Stanley are also said to have unwound their positions, perhaps limiting their downside.\nSo is this a financial crisis? It doesn’t appear to be. Even so, the Securities and Exchange Commission has opened a preliminary investigation into Archegos and its founder, Bill Hwang.\nOne peer, Tom Lee, the research chief of Fundstrat Global Advisors, calls Hwang one of the “top 10 of the best investment minds” he knows.\nBut federal regulators may have a lesser opinion. In 2012, Hwang’s former hedge fund, Tiger Asia Management, pleaded guilty and paid more than $60 million in penalties after it was accused of trading on illegal tips about Chinese banks. The SEC banned Hwang from managing money on behalf of clients — essentially booting him from the hedge fund industry. So Hwang opened Archegos, and again, family offices aren’t generally aren’t regulated.\nYellen on the case\nThis issue is on Treasury Secretary Janet Yellen’s radar. She said last week that greater oversight of these private corners of the financial industry is needed. The Financial Stability Oversight Council (FSOC), which she oversees, has revived a task force to help agencies better “share data, identify risks and work to strengthen our financial system.”\nMost financial crises end up with American taxpayers getting stuck with the tab. Gains belong to the risk-takers. But losses — they belong to us. To paraphrase Abe Lincoln, family offices — a multi-trillion dollar industry largely allowed to operate in the shadows in a global financial system that is more intertwined than ever — are of the super-wealthy, by the super-wealthy and for the super-wealthy. And no one else.\nThe Archegos collapse may or may not be the beginning of yet another financial crisis. But who’s to say what thousands of other family offices are doing with their trillions, and whether similar problems could blow up?","news_type":1,"symbols_score_info":{".DJI":0.9,"SPY":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376628789,"gmtCreate":1619112696141,"gmtModify":1634288455436,"author":{"id":"3574502938424871","authorId":"3574502938424871","name":"Nkj","avatar":"https://static.tigerbbs.com/b6543c1c82d5e3b4cf249b012d52e8aa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574502938424871","idStr":"3574502938424871"},"themes":[],"htmlText":"Like my comment pls","listText":"Like my comment pls","text":"Like my comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/376628789","repostId":"1147263213","repostType":4,"repost":{"id":"1147263213","kind":"news","pubTimestamp":1619075516,"share":"https://www.laohu8.com/m/news/1147263213?lang=zh_CN&edition=full","pubTime":"2021-04-22 15:11","market":"us","language":"en","title":"Intel Reports Earnings Thursday. Here’s What to Know.<blockquote>英特尔周四公布财报。以下是需要了解的内容。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1147263213","media":"Barrons","summary":"Weeks after Intel installed chief executive Pat Gelsinger and its rollout of a $20 billion plan to expand its manufacturing operations, the company is set to report its earnings.As part of the plan, Intel said it would once again license its x86 chip designs to other companies, and create a foundry services unit that would produce chips for third parties interested in paying Intel to fabricate semiconductors.Intel didn’t issue precise new financial guidance for the first quarter, but said it exp","content":"<p>Weeks after Intel installed chief executive Pat Gelsinger and its rollout of a $20 billion plan to expand its manufacturing operations, the company is set to report its earnings.</p><p><blockquote>在英特尔任命首席执行官帕特·基辛格(Pat Gelsinger)并推出200亿美元扩大制造业务的计划几周后，该公司将公布财报。</blockquote></p><p> Investors already have a solid idea of what the report, due after the close of trading on Thursday, will bring. When Gelsinger unveiled the company’s plans for the future in late March,Intel (ticker: INTC) said it expected full-year earnings of $4 a share from revenue of $76.5 billion. Including various adjustments, such as those related to Intel’s sale of its flash-memory business in 2020, EPS is likely to be $4.55, while revenue is expected to be $72 billion, the company said.</p><p><blockquote>投资者已经清楚地知道这份将于周四收盘后发布的报告将带来什么。当基辛格在3月底公布公司未来计划时，英特尔（股票代码：INTC）表示，预计全年营收为765亿美元，每股收益为4美元。该公司表示，包括各种调整，例如与英特尔在2020年出售闪存业务相关的调整，每股收益可能为4.55美元，而营收预计为720亿美元。</blockquote></p><p> As part of the plan, Intel said it would once again license its x86 chip designs to other companies, and create a foundry services unit that would produce chips for third parties interested in paying Intel to fabricate semiconductors.</p><p><blockquote>作为该计划的一部分，英特尔表示将再次将其x86芯片设计授权给其他公司，并创建一个代工服务部门，为有兴趣向英特尔支付制造半导体费用的第三方生产芯片。</blockquote></p><p> Intel didn’t issue precise new financial guidance for the first quarter, but said it expected results better than its prior forecast. Previously, Intel said it expected adjusted first-quarter earnings of $1.10 a share and revenue of $17.5 billion. The consensus forecast is for adjusted earnings of $1.15 a share from revenue of $17.74 billion.</p><p><blockquote>英特尔没有发布准确的第一季度新财务指引，但表示预计业绩好于之前的预测。此前，英特尔表示，预计第一季度调整后每股收益为1.10美元，营收为175亿美元。市场普遍预测调整后每股收益为1.15美元，营收为177.4亿美元。</blockquote></p><p> Susquehanna Financial Group analyst Christopher Rolland,who called the company’s full-year guidance “underwhelming,” said he is expecting investors to focus on Gelsinger’s long-term plans for the company, and to look for more details about Intel’s next generation chip-making technology. According to the analyst’s data sources, notebook sales were strong in the first quarter, but it is less clear what’s coming through the rest of the year.</p><p><blockquote>萨斯奎哈纳金融集团分析师克里斯托弗·罗兰称该公司的全年指引“平淡无奇”，他表示，他预计投资者将关注基辛格对该公司的长期计划，并寻找有关英特尔下一代芯片制造技术的更多细节。根据分析师的数据来源，第一季度笔记本电脑销售强劲，但不太清楚今年剩余时间会发生什么。</blockquote></p><p> Analysts predict that Intel’s client computing segment, which includes notebook sales, will report first-quarter revenue of $10.02 billion. That is the company’s largest segment, followed by the data center operation, which is expected to report revenue of $5.84 billion.</p><p><blockquote>分析师预测，包括笔记本销售在内的英特尔客户端计算部门第一季度营收将达到100.2亿美元。这是该公司最大的部门，其次是数据中心业务，预计收入为58.4亿美元。</blockquote></p><p> Despite Intel’s decision to double down on its manufacturing capabilities, BMO Capital Markets analyst Ambrish Srivastava wrote in a client note Monday that he isn’t expecting executives to offer details about its goals, and their effect on Intel’s financial performance.</p><p><blockquote>尽管英特尔决定加倍提高其制造能力，但BMO资本市场分析师Ambrish Srivastava周一在一份客户报告中写道，他预计高管们不会提供有关其目标及其对英特尔财务业绩影响的详细信息。</blockquote></p><p> Still, Srivastava said, investors should watch closely for commentary about the impact to the company’s capital spending, profit, and free cash flow, among other things.</p><p><blockquote>不过，斯里瓦斯塔瓦表示，投资者应密切关注有关对公司资本支出、利润和自由现金流等影响的评论。</blockquote></p><p> Intel’s report arrives amid a global shortage of semiconductors that is hurting production of goods ranging from appliances to cars and videogame consoles. Gelsinger has previously told&nbsp;<i>Barron’s</i> that he expects the chip shortage to last two years.</p><p><blockquote>英特尔的报告发布之际，全球半导体短缺正在损害从电器到汽车和视频游戏机等商品的生产。基辛格此前曾表示<i>巴伦周刊</i>他预计芯片短缺将持续两年。</blockquote></p><p> Of the analysts that cover Intel, 43% rate shares at Buy, 34% have Hold ratings, and 23% rate the stock at Sell. The average target for the stock price is $68.71, which implies a return of 8.6%.</p><p><blockquote>在关注英特尔的分析师中，43%的分析师将该股评级为买入，34%的分析师将该股评级为持有，23%的分析师将该股评级为卖出。股价的平均目标为68.71美元，这意味着回报率为8.6%。</blockquote></p><p> Intel stock advanced 1.6% to $63.70 in Wednesday trading. Shares in the chip maker have gained 12% in the past year, while the PHLX Semiconductor index, or Sox, has doubled.</p><p><blockquote>周三交易中，英特尔股价上涨1.6%，至63.70美元。这家芯片制造商的股价在过去一年上涨了12%，而PHLX半导体指数(Sox)则翻了一番。</blockquote></p><p> Rolland pointed out that since Intel’s most recent quarterly report, its stock has gained 14%, while the Sox rose 5.8%. The analyst said that outperformance may indicate that expectations for the earnings are high, a potential negative for the stock.</p><p><blockquote>Rolland指出，自英特尔发布最新季度报告以来，其股价已上涨14%，而Sox指数上涨5.8%。该分析师表示，优异的表现可能表明对盈利的预期很高，这对该股来说可能是负面的。</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>Intel Reports Earnings Thursday. Here’s What to Know.<blockquote>英特尔周四公布财报。以下是需要了解的内容。</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\">\nIntel Reports Earnings Thursday. Here’s What to Know.<blockquote>英特尔周四公布财报。以下是需要了解的内容。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-04-22 15:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Weeks after Intel installed chief executive Pat Gelsinger and its rollout of a $20 billion plan to expand its manufacturing operations, the company is set to report its earnings.</p><p><blockquote>在英特尔任命首席执行官帕特·基辛格(Pat Gelsinger)并推出200亿美元扩大制造业务的计划几周后，该公司将公布财报。</blockquote></p><p> Investors already have a solid idea of what the report, due after the close of trading on Thursday, will bring. When Gelsinger unveiled the company’s plans for the future in late March,Intel (ticker: INTC) said it expected full-year earnings of $4 a share from revenue of $76.5 billion. Including various adjustments, such as those related to Intel’s sale of its flash-memory business in 2020, EPS is likely to be $4.55, while revenue is expected to be $72 billion, the company said.</p><p><blockquote>投资者已经清楚地知道这份将于周四收盘后发布的报告将带来什么。当基辛格在3月底公布公司未来计划时，英特尔（股票代码：INTC）表示，预计全年营收为765亿美元，每股收益为4美元。该公司表示，包括各种调整，例如与英特尔在2020年出售闪存业务相关的调整，每股收益可能为4.55美元，而营收预计为720亿美元。</blockquote></p><p> As part of the plan, Intel said it would once again license its x86 chip designs to other companies, and create a foundry services unit that would produce chips for third parties interested in paying Intel to fabricate semiconductors.</p><p><blockquote>作为该计划的一部分，英特尔表示将再次将其x86芯片设计授权给其他公司，并创建一个代工服务部门，为有兴趣向英特尔支付制造半导体费用的第三方生产芯片。</blockquote></p><p> Intel didn’t issue precise new financial guidance for the first quarter, but said it expected results better than its prior forecast. Previously, Intel said it expected adjusted first-quarter earnings of $1.10 a share and revenue of $17.5 billion. The consensus forecast is for adjusted earnings of $1.15 a share from revenue of $17.74 billion.</p><p><blockquote>英特尔没有发布准确的第一季度新财务指引，但表示预计业绩好于之前的预测。此前，英特尔表示，预计第一季度调整后每股收益为1.10美元，营收为175亿美元。市场普遍预测调整后每股收益为1.15美元，营收为177.4亿美元。</blockquote></p><p> Susquehanna Financial Group analyst Christopher Rolland,who called the company’s full-year guidance “underwhelming,” said he is expecting investors to focus on Gelsinger’s long-term plans for the company, and to look for more details about Intel’s next generation chip-making technology. According to the analyst’s data sources, notebook sales were strong in the first quarter, but it is less clear what’s coming through the rest of the year.</p><p><blockquote>萨斯奎哈纳金融集团分析师克里斯托弗·罗兰称该公司的全年指引“平淡无奇”，他表示，他预计投资者将关注基辛格对该公司的长期计划，并寻找有关英特尔下一代芯片制造技术的更多细节。根据分析师的数据来源，第一季度笔记本电脑销售强劲，但不太清楚今年剩余时间会发生什么。</blockquote></p><p> Analysts predict that Intel’s client computing segment, which includes notebook sales, will report first-quarter revenue of $10.02 billion. That is the company’s largest segment, followed by the data center operation, which is expected to report revenue of $5.84 billion.</p><p><blockquote>分析师预测，包括笔记本销售在内的英特尔客户端计算部门第一季度营收将达到100.2亿美元。这是该公司最大的部门，其次是数据中心业务，预计收入为58.4亿美元。</blockquote></p><p> Despite Intel’s decision to double down on its manufacturing capabilities, BMO Capital Markets analyst Ambrish Srivastava wrote in a client note Monday that he isn’t expecting executives to offer details about its goals, and their effect on Intel’s financial performance.</p><p><blockquote>尽管英特尔决定加倍提高其制造能力，但BMO资本市场分析师Ambrish Srivastava周一在一份客户报告中写道，他预计高管们不会提供有关其目标及其对英特尔财务业绩影响的详细信息。</blockquote></p><p> Still, Srivastava said, investors should watch closely for commentary about the impact to the company’s capital spending, profit, and free cash flow, among other things.</p><p><blockquote>不过，斯里瓦斯塔瓦表示，投资者应密切关注有关对公司资本支出、利润和自由现金流等影响的评论。</blockquote></p><p> Intel’s report arrives amid a global shortage of semiconductors that is hurting production of goods ranging from appliances to cars and videogame consoles. Gelsinger has previously told&nbsp;<i>Barron’s</i> that he expects the chip shortage to last two years.</p><p><blockquote>英特尔的报告发布之际，全球半导体短缺正在损害从电器到汽车和视频游戏机等商品的生产。基辛格此前曾表示<i>巴伦周刊</i>他预计芯片短缺将持续两年。</blockquote></p><p> Of the analysts that cover Intel, 43% rate shares at Buy, 34% have Hold ratings, and 23% rate the stock at Sell. The average target for the stock price is $68.71, which implies a return of 8.6%.</p><p><blockquote>在关注英特尔的分析师中，43%的分析师将该股评级为买入，34%的分析师将该股评级为持有，23%的分析师将该股评级为卖出。股价的平均目标为68.71美元，这意味着回报率为8.6%。</blockquote></p><p> Intel stock advanced 1.6% to $63.70 in Wednesday trading. Shares in the chip maker have gained 12% in the past year, while the PHLX Semiconductor index, or Sox, has doubled.</p><p><blockquote>周三交易中，英特尔股价上涨1.6%，至63.70美元。这家芯片制造商的股价在过去一年上涨了12%，而PHLX半导体指数(Sox)则翻了一番。</blockquote></p><p> Rolland pointed out that since Intel’s most recent quarterly report, its stock has gained 14%, while the Sox rose 5.8%. The analyst said that outperformance may indicate that expectations for the earnings are high, a potential negative for the stock.</p><p><blockquote>Rolland指出，自英特尔发布最新季度报告以来，其股价已上涨14%，而Sox指数上涨5.8%。该分析师表示，优异的表现可能表明对盈利的预期很高，这对该股来说可能是负面的。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/intel-reports-earnings-thursday-heres-what-to-know-51619037330?mod=RTA\">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":{"INTC":"英特尔"},"source_url":"https://www.barrons.com/articles/intel-reports-earnings-thursday-heres-what-to-know-51619037330?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147263213","content_text":"Weeks after Intel installed chief executive Pat Gelsinger and its rollout of a $20 billion plan to expand its manufacturing operations, the company is set to report its earnings.\nInvestors already have a solid idea of what the report, due after the close of trading on Thursday, will bring. When Gelsinger unveiled the company’s plans for the future in late March,Intel (ticker: INTC) said it expected full-year earnings of $4 a share from revenue of $76.5 billion. Including various adjustments, such as those related to Intel’s sale of its flash-memory business in 2020, EPS is likely to be $4.55, while revenue is expected to be $72 billion, the company said.\nAs part of the plan, Intel said it would once again license its x86 chip designs to other companies, and create a foundry services unit that would produce chips for third parties interested in paying Intel to fabricate semiconductors.\nIntel didn’t issue precise new financial guidance for the first quarter, but said it expected results better than its prior forecast. Previously, Intel said it expected adjusted first-quarter earnings of $1.10 a share and revenue of $17.5 billion. The consensus forecast is for adjusted earnings of $1.15 a share from revenue of $17.74 billion.\nSusquehanna Financial Group analyst Christopher Rolland,who called the company’s full-year guidance “underwhelming,” said he is expecting investors to focus on Gelsinger’s long-term plans for the company, and to look for more details about Intel’s next generation chip-making technology. According to the analyst’s data sources, notebook sales were strong in the first quarter, but it is less clear what’s coming through the rest of the year.\nAnalysts predict that Intel’s client computing segment, which includes notebook sales, will report first-quarter revenue of $10.02 billion. That is the company’s largest segment, followed by the data center operation, which is expected to report revenue of $5.84 billion.\nDespite Intel’s decision to double down on its manufacturing capabilities, BMO Capital Markets analyst Ambrish Srivastava wrote in a client note Monday that he isn’t expecting executives to offer details about its goals, and their effect on Intel’s financial performance.\nStill, Srivastava said, investors should watch closely for commentary about the impact to the company’s capital spending, profit, and free cash flow, among other things.\nIntel’s report arrives amid a global shortage of semiconductors that is hurting production of goods ranging from appliances to cars and videogame consoles. Gelsinger has previously told Barron’s that he expects the chip shortage to last two years.\nOf the analysts that cover Intel, 43% rate shares at Buy, 34% have Hold ratings, and 23% rate the stock at Sell. The average target for the stock price is $68.71, which implies a return of 8.6%.\nIntel stock advanced 1.6% to $63.70 in Wednesday trading. Shares in the chip maker have gained 12% in the past year, while the PHLX Semiconductor index, or Sox, has doubled.\nRolland pointed out that since Intel’s most recent quarterly report, its stock has gained 14%, while the Sox rose 5.8%. The analyst said that outperformance may indicate that expectations for the earnings are high, a potential negative for the stock.","news_type":1,"symbols_score_info":{"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":818,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106477280,"gmtCreate":1620142379640,"gmtModify":1631888827199,"author":{"id":"3574502938424871","authorId":"3574502938424871","name":"Nkj","avatar":"https://static.tigerbbs.com/b6543c1c82d5e3b4cf249b012d52e8aa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574502938424871","idStr":"3574502938424871"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/E5H.SI\">$GOLDEN AGRI-RESOURCES LTD(E5H.SI)$</a>perfect&nbsp;","listText":"<a href=\"https://laohu8.com/S/E5H.SI\">$GOLDEN AGRI-RESOURCES LTD(E5H.SI)$</a>perfect&nbsp;","text":"$GOLDEN AGRI-RESOURCES 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my comment pls","listText":"Reply my comment pls","text":"Reply my comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/375547323","repostId":"2129636842","repostType":4,"isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":352947372,"gmtCreate":1616886513696,"gmtModify":1634523686851,"author":{"id":"3574502938424871","authorId":"3574502938424871","name":"Nkj","avatar":"https://static.tigerbbs.com/b6543c1c82d5e3b4cf249b012d52e8aa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574502938424871","idStr":"3574502938424871"},"themes":[],"htmlText":"Please reply my comment","listText":"Please reply my comment","text":"Please reply my comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/352947372","repostId":"2122477376","repostType":4,"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325765464,"gmtCreate":1615938573758,"gmtModify":1703495185640,"author":{"id":"3574502938424871","authorId":"3574502938424871","name":"Nkj","avatar":"https://static.tigerbbs.com/b6543c1c82d5e3b4cf249b012d52e8aa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574502938424871","idStr":"3574502938424871"},"themes":[],"htmlText":"Whyy","listText":"Whyy","text":"Whyy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/325765464","repostId":"1115937529","repostType":4,"isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":872027973,"gmtCreate":1637378425816,"gmtModify":1637378425951,"author":{"id":"3574502938424871","authorId":"3574502938424871","name":"Nkj","avatar":"https://static.tigerbbs.com/b6543c1c82d5e3b4cf249b012d52e8aa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574502938424871","idStr":"3574502938424871"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872027973","repostId":"1111731248","repostType":4,"repost":{"id":"1111731248","kind":"news","pubTimestamp":1637375805,"share":"https://www.laohu8.com/m/news/1111731248?lang=zh_CN&edition=full","pubTime":"2021-11-20 10:36","market":"us","language":"en","title":"Why EV Stocks Lucid and Rivian Jumped Today<blockquote>为什么电动汽车股票Lucid和Rivian今天上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1111731248","media":"Motley Fool","summary":"What happened\nShares of $Lucid Group(NASDAQ:LCID)$ and Rivian Automotive climbed 17% and 4%, respect","content":"<p>What happened</p><p><blockquote>发生了什么</blockquote></p><p> Shares of&nbsp;$<b>Lucid Group</b>(NASDAQ:LCID)$&nbsp;and&nbsp;<a href=\"https://laohu8.com/S/RIVN\"><b>Rivian Automotive</b></a>&nbsp;climbed 17% and 4%, respectively, on Friday after a leading analyst highlighted the staggering growth potential of the electric vehicle (EV) market.</p><p><blockquote>美元的股份<b>Lucid集团</b>（纳斯达克：LCID）$和<a href=\"https://laohu8.com/S/RIVN\"><b>Rivian汽车</b></a>在一位领先分析师强调电动汽车(EV)市场惊人的增长潜力后，周五分别上涨17%和4%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3d41ef6d78d074682b351faf77ac7a95\" tg-width=\"898\" tg-height=\"640\" width=\"100%\" height=\"auto\">So what</p><p><blockquote>那又怎样</blockquote></p><p> Wedbush analyst Daniel Ives reiterated his buy rating on&nbsp;<b>Tesla</b>(NASDAQ:TSLA). He now sees the EV industry leader'sstockprice surging more than 20% to $1,400, up from a prior target of $1,100.</p><p><blockquote>Wedbush分析师Daniel Ives重申了买入评级<b>特斯拉</b>（纳斯达克：TSLA）。他现在预计这家电动汽车行业领导者的股价将飙升20%以上，至1,400美元，高于之前1,100美元的目标。</blockquote></p><p> Ives expects booming EV sales in China to fuel Tesla's growth and that of other EV makers. He also sees President Biden's efforts to accelerate the adoption of EVs in the U.S. as part of his climate change agenda as another powerful growth driver for the industry.</p><p><blockquote>Ives预计，在华电动汽车销售的蓬勃发展将推动特斯拉和其他电动汽车制造商的增长。他还认为，拜登总统加速电动汽车在美国的采用作为其气候变化议程的一部分的努力是该行业的另一个强大增长动力。</blockquote></p><p> As part of those efforts, the Biden Administration seeks to build a nationwide network of EV charging stations. Ives expects this charging system to spur the growth of EV sales in the U.S.</p><p><blockquote>作为这些努力的一部分，拜登政府寻求建立一个全国性的电动汽车充电站网络。艾夫斯预计该充电系统将刺激美国电动汽车销量的增长。</blockquote></p><p> Moreover, he estimates that EVs will account for 10% of global auto sales by 2025, and as much as 30% by 2030. In turn, he pegs the total addressable market for the EV \"revolution\" at a stunning $5<i>trillion</i>over the next decade.</p><p><blockquote>此外，他估计，到2025年，电动汽车将占全球汽车销量的10%，到2030年将高达30%。反过来，他将电动汽车“革命”的总潜在市场定为惊人的5美元<i>万亿</i>接下来的十年。</blockquote></p><p> Now what</p><p><blockquote>现在怎么办</blockquote></p><p> Ives thinks Tesla could claim up to half of this enormous opportunity. That leaves at least $2.5 trillion for Lucid, Rivian, and other automakers.</p><p><blockquote>Ives认为特斯拉可以获得这个巨大机会的一半。这为Lucid、Rivian和其他汽车制造商留下了至少2.5万亿美元的资金。</blockquote></p><p> Of course, these are all just estimates, but they help to highlight the sheer magnitude of the shift to electric-powered transportation. Ives' comments also served as a reminder to investors about just how large Lucid and Rivian can become if they can achieve success in this massive global market.</p><p><blockquote>当然，这些都只是估计，但它们有助于强调向电动交通转变的巨大程度。Ives的言论也提醒投资者，如果Lucid和Rivian能够在这个庞大的全球市场取得成功，它们的规模将会有多大。</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>Why EV Stocks Lucid and Rivian Jumped Today<blockquote>为什么电动汽车股票Lucid和Rivian今天上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy EV Stocks Lucid and Rivian Jumped Today<blockquote>为什么电动汽车股票Lucid和Rivian今天上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-11-20 10:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p>What happened</p><p><blockquote>发生了什么</blockquote></p><p> Shares of&nbsp;$<b>Lucid Group</b>(NASDAQ:LCID)$&nbsp;and&nbsp;<a href=\"https://laohu8.com/S/RIVN\"><b>Rivian Automotive</b></a>&nbsp;climbed 17% and 4%, respectively, on Friday after a leading analyst highlighted the staggering growth potential of the electric vehicle (EV) market.</p><p><blockquote>美元的股份<b>Lucid集团</b>（纳斯达克：LCID）$和<a href=\"https://laohu8.com/S/RIVN\"><b>Rivian汽车</b></a>在一位领先分析师强调电动汽车(EV)市场惊人的增长潜力后，周五分别上涨17%和4%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3d41ef6d78d074682b351faf77ac7a95\" tg-width=\"898\" tg-height=\"640\" width=\"100%\" height=\"auto\">So what</p><p><blockquote>那又怎样</blockquote></p><p> Wedbush analyst Daniel Ives reiterated his buy rating on&nbsp;<b>Tesla</b>(NASDAQ:TSLA). He now sees the EV industry leader'sstockprice surging more than 20% to $1,400, up from a prior target of $1,100.</p><p><blockquote>Wedbush分析师Daniel Ives重申了买入评级<b>特斯拉</b>（纳斯达克：TSLA）。他现在预计这家电动汽车行业领导者的股价将飙升20%以上，至1,400美元，高于之前1,100美元的目标。</blockquote></p><p> Ives expects booming EV sales in China to fuel Tesla's growth and that of other EV makers. He also sees President Biden's efforts to accelerate the adoption of EVs in the U.S. as part of his climate change agenda as another powerful growth driver for the industry.</p><p><blockquote>Ives预计，在华电动汽车销售的蓬勃发展将推动特斯拉和其他电动汽车制造商的增长。他还认为，拜登总统加速电动汽车在美国的采用作为其气候变化议程的一部分的努力是该行业的另一个强大增长动力。</blockquote></p><p> As part of those efforts, the Biden Administration seeks to build a nationwide network of EV charging stations. Ives expects this charging system to spur the growth of EV sales in the U.S.</p><p><blockquote>作为这些努力的一部分，拜登政府寻求建立一个全国性的电动汽车充电站网络。艾夫斯预计该充电系统将刺激美国电动汽车销量的增长。</blockquote></p><p> Moreover, he estimates that EVs will account for 10% of global auto sales by 2025, and as much as 30% by 2030. In turn, he pegs the total addressable market for the EV \"revolution\" at a stunning $5<i>trillion</i>over the next decade.</p><p><blockquote>此外，他估计，到2025年，电动汽车将占全球汽车销量的10%，到2030年将高达30%。反过来，他将电动汽车“革命”的总潜在市场定为惊人的5美元<i>万亿</i>接下来的十年。</blockquote></p><p> Now what</p><p><blockquote>现在怎么办</blockquote></p><p> Ives thinks Tesla could claim up to half of this enormous opportunity. That leaves at least $2.5 trillion for Lucid, Rivian, and other automakers.</p><p><blockquote>Ives认为特斯拉可以获得这个巨大机会的一半。这为Lucid、Rivian和其他汽车制造商留下了至少2.5万亿美元的资金。</blockquote></p><p> Of course, these are all just estimates, but they help to highlight the sheer magnitude of the shift to electric-powered transportation. Ives' comments also served as a reminder to investors about just how large Lucid and Rivian can become if they can achieve success in this massive global market.</p><p><blockquote>当然，这些都只是估计，但它们有助于强调向电动交通转变的巨大程度。Ives的言论也提醒投资者，如果Lucid和Rivian能够在这个庞大的全球市场取得成功，它们的规模将会有多大。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/11/19/why-ev-stocks-lucid-and-rivian-jumped-today/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","LCID":"Lucid Group Inc"},"source_url":"https://www.fool.com/investing/2021/11/19/why-ev-stocks-lucid-and-rivian-jumped-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111731248","content_text":"What happened\nShares of $Lucid Group(NASDAQ:LCID)$ and Rivian Automotive climbed 17% and 4%, respectively, on Friday after a leading analyst highlighted the staggering growth potential of the electric vehicle (EV) market.\nSo what\nWedbush analyst Daniel Ives reiterated his buy rating on Tesla(NASDAQ:TSLA). He now sees the EV industry leader'sstockprice surging more than 20% to $1,400, up from a prior target of $1,100.\nIves expects booming EV sales in China to fuel Tesla's growth and that of other EV makers. He also sees President Biden's efforts to accelerate the adoption of EVs in the U.S. as part of his climate change agenda as another powerful growth driver for the industry.\nAs part of those efforts, the Biden Administration seeks to build a nationwide network of EV charging stations. Ives expects this charging system to spur the growth of EV sales in the U.S.\nMoreover, he estimates that EVs will account for 10% of global auto sales by 2025, and as much as 30% by 2030. In turn, he pegs the total addressable market for the EV \"revolution\" at a stunning $5trillionover the next decade.\nNow what\nIves thinks Tesla could claim up to half of this enormous opportunity. That leaves at least $2.5 trillion for Lucid, Rivian, and other automakers.\nOf course, these are all just estimates, but they help to highlight the sheer magnitude of the shift to electric-powered transportation. Ives' comments also served as a reminder to investors about just how large Lucid and Rivian can become if they can achieve success in this massive global market.","news_type":1,"symbols_score_info":{"LCID":0.9,"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":3426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359817234,"gmtCreate":1616381571228,"gmtModify":1634526147918,"author":{"id":"3574502938424871","authorId":"3574502938424871","name":"Nkj","avatar":"https://static.tigerbbs.com/b6543c1c82d5e3b4cf249b012d52e8aa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574502938424871","idStr":"3574502938424871"},"themes":[],"htmlText":"Nicee","listText":"Nicee","text":"Nicee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359817234","repostId":"2120415143","repostType":4,"isVote":1,"tweetType":1,"viewCount":506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372821527,"gmtCreate":1619192446169,"gmtModify":1634287847433,"author":{"id":"3574502938424871","authorId":"3574502938424871","name":"Nkj","avatar":"https://static.tigerbbs.com/b6543c1c82d5e3b4cf249b012d52e8aa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574502938424871","idStr":"3574502938424871"},"themes":[],"htmlText":"Yea","listText":"Yea","text":"Yea","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372821527","repostId":"1150672819","repostType":4,"repost":{"id":"1150672819","kind":"news","pubTimestamp":1619190781,"share":"https://www.laohu8.com/m/news/1150672819?lang=zh_CN&edition=full","pubTime":"2021-04-23 23:13","market":"us","language":"en","title":"Why Car Stocks Aren’t Getting Crushed by the Chip Shortage<blockquote>为什么汽车股没有因芯片短缺而崩溃</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1150672819","media":"Barrons","summary":"Dreamstime\nWith first quarter results coming in, car and semiconductor companies are commenting on t","content":"<p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd5e5d8436e3b6476fe344f5ede80cd9\" tg-width=\"1260\" tg-height=\"840\"><span>Dreamstime</span></p><p><blockquote><p class=\"t-img-caption\"><span>梦想时间</span></p></blockquote></p><p> With first quarter results coming in, car and semiconductor companies are commenting on the microchip shortage which is hampering global auto production. The comments, however, don’t appear to be matching up. While chip makers’ comments are setting off alarms, car makers—whose stocks are mostly off to a great start in 2021—are downplaying the problem.</p><p><blockquote>随着第一季度业绩的公布，汽车和半导体公司正在对阻碍全球汽车生产的微芯片短缺发表评论。然而，这些评论似乎并不匹配。虽然芯片制造商的言论引发了警报，但汽车制造商——其股票在2021年大多有一个良好的开端——正在淡化这个问题。</blockquote></p><p> A lack of microchips that make modern cars function has resulted in unplanned downtime for many auto makers. Ford Motor (ticker: F), for instance, said it was extending outages&nbsp;at three assembly plants Thursday.Terrence Curtin, CEO of electrical component supplier&nbsp;TE Connectivity&nbsp;(TEL) told<i>Barron’s</i> this week that roughly 1 million cars weren’t built in the first quarter because of the shortage. That is about 5% of global auto output. And General Motors (GM) called the shortage a billion dollar headwind to 2021 operating profits when the company reported fourth quarter numbers earlier this year.</p><p><blockquote>由于缺乏使现代汽车发挥作用的微芯片，许多汽车制造商出现了计划外停机。例如，福特汽车（股票代码：F）表示，周四将延长三家装配厂的停电时间。电气元件供应商TE Connectivity(TEL)首席执行官Terrence Curtin表示<i>巴伦周刊</i>本周，由于短缺，第一季度约有100万辆汽车没有生产。这约占全球汽车产量的5%。通用汽车(GM)在今年早些时候公布第四季度数据时称，短缺给2021年营业利润带来了10亿美元的阻力。</blockquote></p><p> Auto stocks, however, have been largely unaffected by the issue. GM and Ford shares, for instance, are both up 36% year to date. Parts suppliers TE and BorgWarner (BWA) are up 9% and 28%, respectively. Car dealer Auto Nation (AN) stock is also on fire as well, up about 38% so far in 2021.</p><p><blockquote>然而，汽车股基本上没有受到该问题的影响。例如，通用汽车和福特的股价今年迄今均上涨了36%。零部件供应商TE和博格华纳(BWA)分别上涨9%和28%。汽车经销商Auto Nation(AN)的股票也很火爆，2021年迄今已上涨约38%。</blockquote></p><p> Demand is strong, rebounding from the 2020 pandemic-induced recession. The optimism for higher sales in 2021 and 2022 is trumping any concern about near term disruption. But the disruption might get worse before it gets better and auto investors will have to square that reality with their outlooks as more company report first quarter numbers.</p><p><blockquote>需求强劲，从2020年大流行引发的衰退中反弹。对2021年和2022年销售额增长的乐观情绪压倒了对近期中断的任何担忧。但这种破坏在好转之前可能会变得更糟，随着更多公司公布第一季度数据，汽车投资者将不得不将这一现实与他们的前景相一致。</blockquote></p><p> Ford is set to report earnings April 28. GM follows on May 5. Daimler (DAI.Germany), for its part, reported&nbsp;first quarter numbers Friday. Things still look good. Car sales rose, product mix was favorable and profitability improved. Management doesn’t sound too worried about microchips. “The impact from semiconductor&nbsp;shortage&nbsp;was not very material in the first quarter,” said CFO Harald Wilhelm&nbsp;on an investor call. Second quarter impacts are possible, but “we anticipate to recover part of the lost volumes by the end of the year.”</p><p><blockquote>福特将于4月28日公布财报。通用汽车将于5月5日跟进。戴姆勒(DAI.Germany)周五公布了第一季度数据。事情看起来还是不错的。汽车销量上升，产品组合良好，盈利能力提高。管理层听起来并不太担心微芯片。首席财务官Harald Wilhelm在投资者看涨期权上表示：“第一季度半导体短缺的影响并不是很大。”第二季度可能会受到影响，但“我们预计到今年年底将恢复部分损失的销量。”</blockquote></p><p> Daimler stock is down 1.1% in overseas trading. Year to date, share are up about 28%.</p><p><blockquote>戴姆勒股价在海外交易中下跌1.1%。今年迄今为止，股价上涨了约28%。</blockquote></p><p> Stellantis (STLA) CEO Carlos Tavares sounded a little more cautious in an April 15 conference noting that production impacts would extend into the second half of 2021 and that “visibility on the speed at which this is going to be fixed is reasonably low right now.”</p><p><blockquote>Stellantis(STLA)首席执行官卡洛斯·塔瓦雷斯(Carlos Tavares)在4月15日的一次会议上显得更加谨慎，他指出，生产影响将延续到2021年下半年，并且“目前解决这一问题的速度相当低”。</blockquote></p><p> Along with some auto makers,&nbsp;Intel&nbsp;(INTC) and&nbsp;Taiwan Semiconductor Manufacturing&nbsp;(TSM) have also reported first quarter results. Taiwan Semi went first, saying the automotive shortage should be “greatly reduced” by the third quarter of 2021.</p><p><blockquote>除了一些汽车制造商外，英特尔（INTC）和台积电（TSM）也公布了第一季度业绩。台积电率先表示，到2021年第三季度，汽车短缺问题应该会“大幅减少”。</blockquote></p><p> Resolution is good news, but Q3 is a little later than auto companies expected at the beginning of the year. Intel management was a little more cautious on their&nbsp;earnings conference call. They said the shortage might stretch on for longer than investors currently expect. “The industry is now challenged by a&nbsp;shortage&nbsp;of foundry capacity, substrates and components,” commented CEO Patrick Gelsinger&nbsp;Thursday evening. “It will take a couple of years for the ecosystem to make the significant investments to address these&nbsp;shortages.”</p><p><blockquote>决议是个好消息，但Q3比车企年初预期的要晚一点。英特尔管理层对其盈利电话会议更加谨慎。他们表示，短缺可能会持续比投资者目前预期的更长时间。“该行业现在面临代工产能、基板和组件短缺的挑战，”首席执行官帕特里克·基辛格(Patrick Gelsinger)周四晚间评论道。“生态系统需要几年时间才能进行重大投资来解决这些短缺问题。”</blockquote></p><p> Investors should get ready to hear more about shortages extending deeper into 2021. The stocks won’t get a pass unless companies keep putting up good numbers like Diamler. Auto suppler Gentex (GNTX), for instance, missed&nbsp;first quarter sales estimates because of the shortage. The company reported $484 million in first quarter sales Friday. Wall Street was looking for $491 million. Gentex management estimated that $45 million in sales was lost due to the shortage.</p><p><blockquote>投资者应该准备好听到更多关于短缺将持续到2021年的消息。除非像Diamler这样的公司继续取得良好的业绩，否则这些股票不会获得通过。例如，汽车供应商Gentex(GNTX)因短缺而未达到第一季度销售预期。该公司周五公布第一季度销售额为4.84亿美元。华尔街寻求4.91亿美元。Gentex管理层估计，由于短缺，销售额损失了4500万美元。</blockquote></p><p> Gentex shares are down about 1% in early trading. That isn’t a big move, but it is a wobble with the S&amp;P 500 and Dow Jones Industrial Average rising 0.5% and 0.2%, respectively.</p><p><blockquote>Gentex股价早盘下跌约1%。这并不是一个大的波动，但标普500和道琼斯工业平均指数分别上涨0.5%和0.2%。</blockquote></p><p> The chip issue isn’t going away. And it will remain a watch item for auto investors, who aren’t use to thinking about foundries and substrates, as Intel’s Gelsinger put it.</p><p><blockquote>芯片问题不会消失。正如英特尔的基辛格所说，对于汽车投资者来说，它仍将是一个值得关注的项目，他们不习惯考虑代工厂和基板。</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>Why Car Stocks Aren’t Getting Crushed by the Chip Shortage<blockquote>为什么汽车股没有因芯片短缺而崩溃</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Car Stocks Aren’t Getting Crushed by the Chip Shortage<blockquote>为什么汽车股没有因芯片短缺而崩溃</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-04-23 23:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd5e5d8436e3b6476fe344f5ede80cd9\" tg-width=\"1260\" tg-height=\"840\"><span>Dreamstime</span></p><p><blockquote><p class=\"t-img-caption\"><span>梦想时间</span></p></blockquote></p><p> With first quarter results coming in, car and semiconductor companies are commenting on the microchip shortage which is hampering global auto production. The comments, however, don’t appear to be matching up. While chip makers’ comments are setting off alarms, car makers—whose stocks are mostly off to a great start in 2021—are downplaying the problem.</p><p><blockquote>随着第一季度业绩的公布，汽车和半导体公司正在对阻碍全球汽车生产的微芯片短缺发表评论。然而，这些评论似乎并不匹配。虽然芯片制造商的言论引发了警报，但汽车制造商——其股票在2021年大多有一个良好的开端——正在淡化这个问题。</blockquote></p><p> A lack of microchips that make modern cars function has resulted in unplanned downtime for many auto makers. Ford Motor (ticker: F), for instance, said it was extending outages&nbsp;at three assembly plants Thursday.Terrence Curtin, CEO of electrical component supplier&nbsp;TE Connectivity&nbsp;(TEL) told<i>Barron’s</i> this week that roughly 1 million cars weren’t built in the first quarter because of the shortage. That is about 5% of global auto output. And General Motors (GM) called the shortage a billion dollar headwind to 2021 operating profits when the company reported fourth quarter numbers earlier this year.</p><p><blockquote>由于缺乏使现代汽车发挥作用的微芯片，许多汽车制造商出现了计划外停机。例如，福特汽车（股票代码：F）表示，周四将延长三家装配厂的停电时间。电气元件供应商TE Connectivity(TEL)首席执行官Terrence Curtin表示<i>巴伦周刊</i>本周，由于短缺，第一季度约有100万辆汽车没有生产。这约占全球汽车产量的5%。通用汽车(GM)在今年早些时候公布第四季度数据时称，短缺给2021年营业利润带来了10亿美元的阻力。</blockquote></p><p> Auto stocks, however, have been largely unaffected by the issue. GM and Ford shares, for instance, are both up 36% year to date. Parts suppliers TE and BorgWarner (BWA) are up 9% and 28%, respectively. Car dealer Auto Nation (AN) stock is also on fire as well, up about 38% so far in 2021.</p><p><blockquote>然而，汽车股基本上没有受到该问题的影响。例如，通用汽车和福特的股价今年迄今均上涨了36%。零部件供应商TE和博格华纳(BWA)分别上涨9%和28%。汽车经销商Auto Nation(AN)的股票也很火爆，2021年迄今已上涨约38%。</blockquote></p><p> Demand is strong, rebounding from the 2020 pandemic-induced recession. The optimism for higher sales in 2021 and 2022 is trumping any concern about near term disruption. But the disruption might get worse before it gets better and auto investors will have to square that reality with their outlooks as more company report first quarter numbers.</p><p><blockquote>需求强劲，从2020年大流行引发的衰退中反弹。对2021年和2022年销售额增长的乐观情绪压倒了对近期中断的任何担忧。但这种破坏在好转之前可能会变得更糟，随着更多公司公布第一季度数据，汽车投资者将不得不将这一现实与他们的前景相一致。</blockquote></p><p> Ford is set to report earnings April 28. GM follows on May 5. Daimler (DAI.Germany), for its part, reported&nbsp;first quarter numbers Friday. Things still look good. Car sales rose, product mix was favorable and profitability improved. Management doesn’t sound too worried about microchips. “The impact from semiconductor&nbsp;shortage&nbsp;was not very material in the first quarter,” said CFO Harald Wilhelm&nbsp;on an investor call. Second quarter impacts are possible, but “we anticipate to recover part of the lost volumes by the end of the year.”</p><p><blockquote>福特将于4月28日公布财报。通用汽车将于5月5日跟进。戴姆勒(DAI.Germany)周五公布了第一季度数据。事情看起来还是不错的。汽车销量上升，产品组合良好，盈利能力提高。管理层听起来并不太担心微芯片。首席财务官Harald Wilhelm在投资者看涨期权上表示：“第一季度半导体短缺的影响并不是很大。”第二季度可能会受到影响，但“我们预计到今年年底将恢复部分损失的销量。”</blockquote></p><p> Daimler stock is down 1.1% in overseas trading. Year to date, share are up about 28%.</p><p><blockquote>戴姆勒股价在海外交易中下跌1.1%。今年迄今为止，股价上涨了约28%。</blockquote></p><p> Stellantis (STLA) CEO Carlos Tavares sounded a little more cautious in an April 15 conference noting that production impacts would extend into the second half of 2021 and that “visibility on the speed at which this is going to be fixed is reasonably low right now.”</p><p><blockquote>Stellantis(STLA)首席执行官卡洛斯·塔瓦雷斯(Carlos Tavares)在4月15日的一次会议上显得更加谨慎，他指出，生产影响将延续到2021年下半年，并且“目前解决这一问题的速度相当低”。</blockquote></p><p> Along with some auto makers,&nbsp;Intel&nbsp;(INTC) and&nbsp;Taiwan Semiconductor Manufacturing&nbsp;(TSM) have also reported first quarter results. Taiwan Semi went first, saying the automotive shortage should be “greatly reduced” by the third quarter of 2021.</p><p><blockquote>除了一些汽车制造商外，英特尔（INTC）和台积电（TSM）也公布了第一季度业绩。台积电率先表示，到2021年第三季度，汽车短缺问题应该会“大幅减少”。</blockquote></p><p> Resolution is good news, but Q3 is a little later than auto companies expected at the beginning of the year. Intel management was a little more cautious on their&nbsp;earnings conference call. They said the shortage might stretch on for longer than investors currently expect. “The industry is now challenged by a&nbsp;shortage&nbsp;of foundry capacity, substrates and components,” commented CEO Patrick Gelsinger&nbsp;Thursday evening. “It will take a couple of years for the ecosystem to make the significant investments to address these&nbsp;shortages.”</p><p><blockquote>决议是个好消息，但Q3比车企年初预期的要晚一点。英特尔管理层对其盈利电话会议更加谨慎。他们表示，短缺可能会持续比投资者目前预期的更长时间。“该行业现在面临代工产能、基板和组件短缺的挑战，”首席执行官帕特里克·基辛格(Patrick Gelsinger)周四晚间评论道。“生态系统需要几年时间才能进行重大投资来解决这些短缺问题。”</blockquote></p><p> Investors should get ready to hear more about shortages extending deeper into 2021. The stocks won’t get a pass unless companies keep putting up good numbers like Diamler. Auto suppler Gentex (GNTX), for instance, missed&nbsp;first quarter sales estimates because of the shortage. The company reported $484 million in first quarter sales Friday. Wall Street was looking for $491 million. Gentex management estimated that $45 million in sales was lost due to the shortage.</p><p><blockquote>投资者应该准备好听到更多关于短缺将持续到2021年的消息。除非像Diamler这样的公司继续取得良好的业绩，否则这些股票不会获得通过。例如，汽车供应商Gentex(GNTX)因短缺而未达到第一季度销售预期。该公司周五公布第一季度销售额为4.84亿美元。华尔街寻求4.91亿美元。Gentex管理层估计，由于短缺，销售额损失了4500万美元。</blockquote></p><p> Gentex shares are down about 1% in early trading. That isn’t a big move, but it is a wobble with the S&amp;P 500 and Dow Jones Industrial Average rising 0.5% and 0.2%, respectively.</p><p><blockquote>Gentex股价早盘下跌约1%。这并不是一个大的波动，但标普500和道琼斯工业平均指数分别上涨0.5%和0.2%。</blockquote></p><p> The chip issue isn’t going away. And it will remain a watch item for auto investors, who aren’t use to thinking about foundries and substrates, as Intel’s Gelsinger put it.</p><p><blockquote>芯片问题不会消失。正如英特尔的基辛格所说，对于汽车投资者来说，它仍将是一个值得关注的项目，他们不习惯考虑代工厂和基板。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/why-auto-stocks-arent-getting-crushed-by-the-chip-shortage-51619189064?mod=RTA\">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":{"TSLA":"特斯拉","F":"福特汽车",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","GM":"通用汽车"},"source_url":"https://www.barrons.com/articles/why-auto-stocks-arent-getting-crushed-by-the-chip-shortage-51619189064?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150672819","content_text":"Dreamstime\nWith first quarter results coming in, car and semiconductor companies are commenting on the microchip shortage which is hampering global auto production. The comments, however, don’t appear to be matching up. While chip makers’ comments are setting off alarms, car makers—whose stocks are mostly off to a great start in 2021—are downplaying the problem.\nA lack of microchips that make modern cars function has resulted in unplanned downtime for many auto makers. Ford Motor (ticker: F), for instance, said it was extending outages at three assembly plants Thursday.Terrence Curtin, CEO of electrical component supplier TE Connectivity (TEL) toldBarron’s this week that roughly 1 million cars weren’t built in the first quarter because of the shortage. That is about 5% of global auto output. And General Motors (GM) called the shortage a billion dollar headwind to 2021 operating profits when the company reported fourth quarter numbers earlier this year.\nAuto stocks, however, have been largely unaffected by the issue. GM and Ford shares, for instance, are both up 36% year to date. Parts suppliers TE and BorgWarner (BWA) are up 9% and 28%, respectively. Car dealer Auto Nation (AN) stock is also on fire as well, up about 38% so far in 2021.\nDemand is strong, rebounding from the 2020 pandemic-induced recession. The optimism for higher sales in 2021 and 2022 is trumping any concern about near term disruption. But the disruption might get worse before it gets better and auto investors will have to square that reality with their outlooks as more company report first quarter numbers.\nFord is set to report earnings April 28. GM follows on May 5. Daimler (DAI.Germany), for its part, reported first quarter numbers Friday. Things still look good. Car sales rose, product mix was favorable and profitability improved. Management doesn’t sound too worried about microchips. “The impact from semiconductor shortage was not very material in the first quarter,” said CFO Harald Wilhelm on an investor call. Second quarter impacts are possible, but “we anticipate to recover part of the lost volumes by the end of the year.”\nDaimler stock is down 1.1% in overseas trading. Year to date, share are up about 28%.\nStellantis (STLA) CEO Carlos Tavares sounded a little more cautious in an April 15 conference noting that production impacts would extend into the second half of 2021 and that “visibility on the speed at which this is going to be fixed is reasonably low right now.”\nAlong with some auto makers, Intel (INTC) and Taiwan Semiconductor Manufacturing (TSM) have also reported first quarter results. Taiwan Semi went first, saying the automotive shortage should be “greatly reduced” by the third quarter of 2021.\nResolution is good news, but Q3 is a little later than auto companies expected at the beginning of the year. Intel management was a little more cautious on their earnings conference call. They said the shortage might stretch on for longer than investors currently expect. “The industry is now challenged by a shortage of foundry capacity, substrates and components,” commented CEO Patrick Gelsinger Thursday evening. “It will take a couple of years for the ecosystem to make the significant investments to address these shortages.”\nInvestors should get ready to hear more about shortages extending deeper into 2021. The stocks won’t get a pass unless companies keep putting up good numbers like Diamler. Auto suppler Gentex (GNTX), for instance, missed first quarter sales estimates because of the shortage. The company reported $484 million in first quarter sales Friday. Wall Street was looking for $491 million. Gentex management estimated that $45 million in sales was lost due to the shortage.\nGentex shares are down about 1% in early trading. That isn’t a big move, but it is a wobble with the S&P 500 and Dow Jones Industrial Average rising 0.5% and 0.2%, respectively.\nThe chip issue isn’t going away. And it will remain a watch item for auto investors, who aren’t use to thinking about foundries and substrates, as Intel’s Gelsinger put it.","news_type":1,"symbols_score_info":{"F":0.9,".DJI":0.9,"GM":0.9,".SPX":0.9,".IXIC":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345257769,"gmtCreate":1618321225151,"gmtModify":1634293739709,"author":{"id":"3574502938424871","authorId":"3574502938424871","name":"Nkj","avatar":"https://static.tigerbbs.com/b6543c1c82d5e3b4cf249b012d52e8aa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574502938424871","idStr":"3574502938424871"},"themes":[],"htmlText":"Respond on my comment pls","listText":"Respond on my comment pls","text":"Respond on my comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/345257769","repostId":"1150541075","repostType":4,"repost":{"id":"1150541075","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":1618320851,"share":"https://www.laohu8.com/m/news/1150541075?lang=zh_CN&edition=full","pubTime":"2021-04-13 21:34","market":"us","language":"en","title":"Dow falls slightly from record amid J&J vaccine pause<blockquote>由于强生疫苗暂停，道琼斯指数较创纪录小幅下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1150541075","media":"Tiger Newspress","summary":"Dow falls slightly from record amid J&J vaccine pause.Blockchain stocks rose.NovoCure surged about 5","content":"<p><ul><li>Dow falls slightly from record amid J&amp;J vaccine pause.</li><li>Blockchain stocks rose.</li><li>NovoCure surged about&nbsp;50%.</li></ul>(April 13)&nbsp;U.S. stocks opened mixed after a volatile premarket session Tuesday after public health agencies announced a temporary halt in the use of a COVID-19 vaccine from Johnson &amp; Johnson and inflation was stronger than analysts had forecast in March.</p><p><blockquote><ul><li>由于强生疫苗暂停，道琼斯指数从创纪录水平小幅下跌。</li><li>区块链股票上涨。</li><li>NovoCure飙升约50%。</li></ul>（四月十三日）美国。在公共卫生机构宣布暂时停止使用强生公司(Johnson&amp;Johnson)的COVID-19疫苗且通胀强于分析师3月份的预期后，股市在周二盘前交易中开盘涨跌互现。</blockquote></p><p>The Dow Jones Industrial Average&nbsp;fell 62 points, 0.2%, to open near 33,684, while the S&amp;P 500&nbsp;gained 1 point to open near 4,129. The Nasdaq Composite index,&nbsp;which contains many of the stocks most in favor in a work-from-home world, added 65 points, 0.5%, to start trading near 13,915.</p><p><blockquote>道琼斯工业平均指数下跌62点，跌幅0.2%，开盘于33,684点附近，而标普500上涨1点，开盘于4,129点附近。包含许多在家工作世界中最受欢迎的股票的纳斯达克综合指数上涨65点，即0.5%，开始交易于13,915点附近。</blockquote></p><p>Johnson &amp; Johnson shares&nbsp;slipped 2.4% after the opening bell. In other biotech news, shares of Novocure Ltd.&nbsp;skyrocketed after the tumor treatment company reported positive news on its lung cancer treatment. The consumer price index gained 2.6% for the year in March, the Labor Department said.</p><p><blockquote>强生公司股价开盘后下跌2.4%。在其他生物技术新闻中，肿瘤治疗公司Novocure Ltd.报告了其肺癌治疗的积极消息后，该公司股价飙升。美国劳工部表示，3月份消费者价格指数全年上涨2.6%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dow falls slightly from record amid J&J vaccine pause<blockquote>由于强生疫苗暂停，道琼斯指数较创纪录小幅下跌</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\">\nDow falls slightly from record amid J&J vaccine pause<blockquote>由于强生疫苗暂停，道琼斯指数较创纪录小幅下跌</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\">2021-04-13 21:34</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><ul><li>Dow falls slightly from record amid J&amp;J vaccine pause.</li><li>Blockchain stocks rose.</li><li>NovoCure surged about&nbsp;50%.</li></ul>(April 13)&nbsp;U.S. stocks opened mixed after a volatile premarket session Tuesday after public health agencies announced a temporary halt in the use of a COVID-19 vaccine from Johnson &amp; Johnson and inflation was stronger than analysts had forecast in March.</p><p><blockquote><ul><li>由于强生疫苗暂停，道琼斯指数从创纪录水平小幅下跌。</li><li>区块链股票上涨。</li><li>NovoCure飙升约50%。</li></ul>（四月十三日）美国。在公共卫生机构宣布暂时停止使用强生公司(Johnson&amp;Johnson)的COVID-19疫苗且通胀强于分析师3月份的预期后，股市在周二盘前交易中开盘涨跌互现。</blockquote></p><p>The Dow Jones Industrial Average&nbsp;fell 62 points, 0.2%, to open near 33,684, while the S&amp;P 500&nbsp;gained 1 point to open near 4,129. The Nasdaq Composite index,&nbsp;which contains many of the stocks most in favor in a work-from-home world, added 65 points, 0.5%, to start trading near 13,915.</p><p><blockquote>道琼斯工业平均指数下跌62点，跌幅0.2%，开盘于33,684点附近，而标普500上涨1点，开盘于4,129点附近。包含许多在家工作世界中最受欢迎的股票的纳斯达克综合指数上涨65点，即0.5%，开始交易于13,915点附近。</blockquote></p><p>Johnson &amp; Johnson shares&nbsp;slipped 2.4% after the opening bell. In other biotech news, shares of Novocure Ltd.&nbsp;skyrocketed after the tumor treatment company reported positive news on its lung cancer treatment. The consumer price index gained 2.6% for the year in March, the Labor Department said.</p><p><blockquote>强生公司股价开盘后下跌2.4%。在其他生物技术新闻中，肿瘤治疗公司Novocure Ltd.报告了其肺癌治疗的积极消息后，该公司股价飙升。美国劳工部表示，3月份消费者价格指数全年上涨2.6%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150541075","content_text":"Dow falls slightly from record amid J&J vaccine pause.Blockchain stocks rose.NovoCure surged about 50%.(April 13) U.S. stocks opened mixed after a volatile premarket session Tuesday after public health agencies announced a temporary halt in the use of a COVID-19 vaccine from Johnson & Johnson and inflation was stronger than analysts had forecast in March.The Dow Jones Industrial Average fell 62 points, 0.2%, to open near 33,684, while the S&P 500 gained 1 point to open near 4,129. The Nasdaq Composite index, which contains many of the stocks most in favor in a work-from-home world, added 65 points, 0.5%, to start trading near 13,915.Johnson & Johnson shares slipped 2.4% after the opening bell. In other biotech news, shares of Novocure Ltd. skyrocketed after the tumor treatment company reported positive news on its lung cancer treatment. The consumer price index gained 2.6% for the year in March, the Labor Department said.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,"SPY":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340808458,"gmtCreate":1617367183474,"gmtModify":1634521229159,"author":{"id":"3574502938424871","authorId":"3574502938424871","name":"Nkj","avatar":"https://static.tigerbbs.com/b6543c1c82d5e3b4cf249b012d52e8aa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574502938424871","idStr":"3574502938424871"},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/340808458","repostId":"1191998262","repostType":4,"repost":{"id":"1191998262","kind":"news","pubTimestamp":1617366158,"share":"https://www.laohu8.com/m/news/1191998262?lang=zh_CN&edition=full","pubTime":"2021-04-02 20:22","market":"us","language":"en","title":"How Likely Is a Stock Market Crash?<blockquote>股市崩盘的可能性有多大？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1191998262","media":"Motley Fool","summary":"You may not like the answer.\n\nFor the past year, investors have enjoyed one of the greatest bounce-b","content":"<p>  You may not like the answer.  For the past year, investors have enjoyed one of the greatest bounce-back rallies of all time. After the benchmark<b>S&amp;P 500</b>(SNPINDEX:^GSPC)lost a third of its value in mere weeks due to unprecedented uncertainties surrounding the coronavirus pandemic, it bounced back to gain in the neighborhood of 75% off its lows. You could rightly say that patience has paid off.</p><p><blockquote>你可能不喜欢这个答案。在过去的一年里，投资者享受了有史以来最大的反弹之一。基准后<b>标普500</b>由于围绕冠状病毒大流行的前所未有的不确定性，(SNPINDEX：^GSPC)在短短几周内就损失了三分之一的价值，但随后反弹至较低点上涨了75%左右。你可以正确地说，耐心得到了回报。</blockquote></p><p> But there's another reality that investors -- especially long-term investors -- are keenly aware of: the propensity of the stock market to crash or correct. Things might look great now, but the next big nosedive is always waiting in the wings.</p><p><blockquote>但投资者——尤其是长期投资者——敏锐地意识到了另一个现实：股市崩盘或调整的倾向。现在情况可能看起来很好，但下一次大幅暴跌总是在等待。</blockquote></p><p> It begs the question: How likely is astock market crash? Let's take a closer look.</p><p><blockquote>这就引出了一个问题：股市崩盘的可能性有多大？让我们仔细看看。</blockquote></p><p> <b>Double-digit declines occur every 1.87 years, on average</b></p><p><blockquote><b>平均每1.87年出现两位数的下降</b></blockquote></p><p> To begin with the basics, stock market corrections (i.e., declines of at least 10%) are quite common in the S&amp;P 500. According to data from market analytics firm Yardeni Research, there have been 38 corrections in the S&amp;P 500 since the beginning of 1950. This works out to an average double-digit decline in the benchmark indexevery 1.87 years. Since it's now been more than a year since the market hit its bear-market bottom, the averages are certainly not in investors' favor.</p><p><blockquote>首先，股市调整（即至少下跌10%）在标普500中很常见。根据市场分析公司Yardeni Research的数据，自1950年初以来，标普500已经出现了38次回调。这意味着基准指数平均每1.87年下降两位数。由于距离市场触及熊市底部已经一年多了，平均水平肯定不会受到投资者的青睐。</blockquote></p><p> However, averages are nothing more than that... averages. The market doesn't adhere to averages, even if some folks base their investments off of what's happened historically.</p><p><blockquote>然而，平均值不过如此...平均值。市场并不遵循平均水平，即使有些人根据历史上发生的事情进行投资。</blockquote></p><p> We could enter a period similar to 1991 through 1996 where there were zero corrections. Or we could continue the theme since the beginning of 2010, where corrections occur, on average, every 19 months.</p><p><blockquote>我们可能会进入一个类似于1991年到1996年的时期，那里的修正为零。或者我们可以延续2010年初以来的主题，平均每19个月就会出现一次修正。</blockquote></p><p> <b>Corrections have been an historical given within three years of a bear market bottom</b></p><p><blockquote><b>在熊市触底后的三年内，调整是历史性的</b></blockquote></p><p> Another interesting piece of evidence to examine is the frequency by which the S&amp;P 500 corrects after hitting a bear-market bottom.</p><p><blockquote>另一个值得研究的有趣证据是标普500在触及熊市底部后修正的频率。</blockquote></p><p> Since the beginning of 1960 (an arbitrary year I chose for the sake of simplicity), the widely followed index has navigated its way through nine bear markets, including the coronavirus crash. In rebounding from each of the previous eight bear market lows, there was at least one double-digit percentage decline within three years100% of the time. In aggregate, 13 corrections have occurred within three years following the last eight bear market bottoms (i.e., either one or two following each bottom).</p><p><blockquote>自1960年初（为了简单起见，我随意选择了一年）以来，这个广受关注的指数已经经历了九次熊市，包括冠状病毒崩盘。在从之前八次熊市低点反弹的过程中，100%的情况下，三年内至少有一次两位数的百分比下跌。在过去八次熊市底部之后的三年内，总共发生了13次调整（即每次底部之后都有一次或两次）。</blockquote></p><p> Put another way, rebounding from a bear-market bottom is rarely a straight-line move higher. Yet up, up, and away has pretty much been the theme for investors since March 23, 2020. History would suggest that there's a very good chance of a move lower in equities within the next two years.</p><p><blockquote>换句话说，从熊市底部反弹很少是直线走高。然而，自2020年3月23日以来，上涨、上涨和离开几乎一直是投资者的主题。历史表明，未来两年内股市很有可能走低。</blockquote></p><p> <b>Crashes frequently occur when this valuation metric is hit</b></p><p><blockquote><b>当达到这个估值指标时，经常会发生崩溃</b></blockquote></p><p> But the most damning bit of evidence might just be the S&amp;P 500's Shiller price-to-earnings (P/E) ratio. This is a valuation metric that examines the average inflation-adjusted earnings from the previous 10 years. You might also know it as the cyclically adjusted P/E ratio, or CAPE.</p><p><blockquote>但最确凿的证据可能是标普500的席勒市盈率（P/E）。这是一个估值指标，考察过去10年经通胀调整后的平均收益。你可能也知道它是周期性调整市盈率，或CAPE。</blockquote></p><p> As of the close of business on March 30, the S&amp;P 500's Shiller P/E ratio hit 35.61. That's well over double its 150-year average of 16.8. Using continuous bull market moves as a parameter, it's the second-highest reading in its history.</p><p><blockquote>截至3月30日收盘，标普500的席勒市盈率达到35.61。这是150年来平均水平16.8的两倍多。以持续的牛市走势为参数，这是其历史上第二高的读数。</blockquote></p><p> To some extent, itmakes sensethat equity valuations should be higher now than they've been historically. That's because interest rates are near an all-time low and access to the internet has effectively broken down barriers between Wall Street and Main Street that may have, in the past, kept P/E multiples at bay.</p><p><blockquote>在某种程度上，现在的股票估值应该高于历史水平是有道理的。这是因为利率接近历史低点，而且互联网接入有效地打破了华尔街和主街之间的障碍，这些障碍在过去可能会阻碍市盈率倍数。</blockquote></p><p> However, previous instances of the S&amp;P 500's Shiller P/E ratio crossing above and sustaining the 30 levelhaven't ended well. In the prior four instances where the Shiller P/E surpassed and held above 30, the benchmark index tumbled anywhere from 20% to as much as 89%. Although an 89% plunge, which was experienced during the Great Depression, is very unlikely these days, a big drop has historically been in the cards when valuations get extended, as they are now.</p><p><blockquote>然而，此前标普500席勒市盈率突破并维持在30水平的情况并没有得到很好的结局。在之前四次席勒市盈率超过并保持在30以上的情况下，基准指数下跌了20%至89%。尽管如今不太可能出现大萧条期间经历的89%的暴跌，但从历史上看，当估值延长时，就有可能出现大幅下跌，就像现在一样。</blockquote></p><p> <b>Keep that cash handy in the event that opportunity knocks</b></p><p><blockquote><b>将现金放在手边，以防机会来袭</b></blockquote></p><p> To circle back to the original question at hand, the data is pretty clear that the likelihood of a stock market crash or correction has grown considerably. It's impossible to precisely predict when a crash might occur, how long the decline will last, or how steep the drop could be. But the data strongly suggests that downside is in the offing.</p><p><blockquote>回到手头的最初问题，数据非常清楚地表明，股市崩盘或调整的可能性已经大大增加。不可能准确预测崩盘何时可能发生，下跌将持续多长时间，或者下跌幅度有多大。但数据强烈表明下行趋势即将到来。</blockquote></p><p> While this might be a disappointing revelation to some investors, it shouldn't be. Crashes and corrections are a normal part of the investing cycle. More importantly, theyprovide an opportunityfor investors to buy into great companies at a discount. Just think about all the great companies you're probably kicking yourself over for not buying last March.</p><p><blockquote>虽然这对一些投资者来说可能是一个令人失望的发现，但事实并非如此。崩盘和调整是投资周期的正常部分。更重要的是，它们为投资者提供了以折扣价购买伟大公司的机会。想想去年三月你可能会因为没有购买而自责的所有伟大公司。</blockquote></p><p></p><p> The reason to be excited about crashes and corrections is also found in the data. You see, of those 38 previous corrections in the S&amp;P 500 since the beginning of 1950, each and every one has eventually been put into the rearview mirror by a bull market rally. Plus,at no point over the past centuryhave rolling 20-year total returns (including dividends) for the S&amp;P 500 been negative.</p><p><blockquote>对崩溃和修正感到兴奋的原因也可以在数据中找到。你看，自1950年初以来的38次标普500调整中，每一次最终都被牛市反弹抛到了后视镜中。此外，在过去的一个世纪里，标普500的20年滚动总回报率（包括股息）从未为负。</blockquote></p><p> If you need further encouragement to buy during a correction, keep in mind that 24 of the 38 double-digit declines in the S&amp;P 500 havefound their bottom in 104 or fewer calendar days(3.5 months or less). Crashes and corrections may be steep at times but tend to resolve quickly. That's your cue to have cash at the ready in the event that opportunity knocks.</p><p><blockquote>如果您在调整期间需要进一步鼓励买入，请记住，标普500 38次两位数下跌中有24次是在104个或更短的日历日（3.5个月或更短）内触底的。崩溃和修正有时可能很剧烈，但往往会很快解决。这是你在机会来临时准备好现金的提示。</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>How Likely Is a Stock Market Crash?<blockquote>股市崩盘的可能性有多大？</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\">\nHow Likely Is a Stock Market Crash?<blockquote>股市崩盘的可能性有多大？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-04-02 20:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  You may not like the answer.  For the past year, investors have enjoyed one of the greatest bounce-back rallies of all time. After the benchmark<b>S&amp;P 500</b>(SNPINDEX:^GSPC)lost a third of its value in mere weeks due to unprecedented uncertainties surrounding the coronavirus pandemic, it bounced back to gain in the neighborhood of 75% off its lows. You could rightly say that patience has paid off.</p><p><blockquote>你可能不喜欢这个答案。在过去的一年里，投资者享受了有史以来最大的反弹之一。基准后<b>标普500</b>由于围绕冠状病毒大流行的前所未有的不确定性，(SNPINDEX：^GSPC)在短短几周内就损失了三分之一的价值，但随后反弹至较低点上涨了75%左右。你可以正确地说，耐心得到了回报。</blockquote></p><p> But there's another reality that investors -- especially long-term investors -- are keenly aware of: the propensity of the stock market to crash or correct. Things might look great now, but the next big nosedive is always waiting in the wings.</p><p><blockquote>但投资者——尤其是长期投资者——敏锐地意识到了另一个现实：股市崩盘或调整的倾向。现在情况可能看起来很好，但下一次大幅暴跌总是在等待。</blockquote></p><p> It begs the question: How likely is astock market crash? Let's take a closer look.</p><p><blockquote>这就引出了一个问题：股市崩盘的可能性有多大？让我们仔细看看。</blockquote></p><p> <b>Double-digit declines occur every 1.87 years, on average</b></p><p><blockquote><b>平均每1.87年出现两位数的下降</b></blockquote></p><p> To begin with the basics, stock market corrections (i.e., declines of at least 10%) are quite common in the S&amp;P 500. According to data from market analytics firm Yardeni Research, there have been 38 corrections in the S&amp;P 500 since the beginning of 1950. This works out to an average double-digit decline in the benchmark indexevery 1.87 years. Since it's now been more than a year since the market hit its bear-market bottom, the averages are certainly not in investors' favor.</p><p><blockquote>首先，股市调整（即至少下跌10%）在标普500中很常见。根据市场分析公司Yardeni Research的数据，自1950年初以来，标普500已经出现了38次回调。这意味着基准指数平均每1.87年下降两位数。由于距离市场触及熊市底部已经一年多了，平均水平肯定不会受到投资者的青睐。</blockquote></p><p> However, averages are nothing more than that... averages. The market doesn't adhere to averages, even if some folks base their investments off of what's happened historically.</p><p><blockquote>然而，平均值不过如此...平均值。市场并不遵循平均水平，即使有些人根据历史上发生的事情进行投资。</blockquote></p><p> We could enter a period similar to 1991 through 1996 where there were zero corrections. Or we could continue the theme since the beginning of 2010, where corrections occur, on average, every 19 months.</p><p><blockquote>我们可能会进入一个类似于1991年到1996年的时期，那里的修正为零。或者我们可以延续2010年初以来的主题，平均每19个月就会出现一次修正。</blockquote></p><p> <b>Corrections have been an historical given within three years of a bear market bottom</b></p><p><blockquote><b>在熊市触底后的三年内，调整是历史性的</b></blockquote></p><p> Another interesting piece of evidence to examine is the frequency by which the S&amp;P 500 corrects after hitting a bear-market bottom.</p><p><blockquote>另一个值得研究的有趣证据是标普500在触及熊市底部后修正的频率。</blockquote></p><p> Since the beginning of 1960 (an arbitrary year I chose for the sake of simplicity), the widely followed index has navigated its way through nine bear markets, including the coronavirus crash. In rebounding from each of the previous eight bear market lows, there was at least one double-digit percentage decline within three years100% of the time. In aggregate, 13 corrections have occurred within three years following the last eight bear market bottoms (i.e., either one or two following each bottom).</p><p><blockquote>自1960年初（为了简单起见，我随意选择了一年）以来，这个广受关注的指数已经经历了九次熊市，包括冠状病毒崩盘。在从之前八次熊市低点反弹的过程中，100%的情况下，三年内至少有一次两位数的百分比下跌。在过去八次熊市底部之后的三年内，总共发生了13次调整（即每次底部之后都有一次或两次）。</blockquote></p><p> Put another way, rebounding from a bear-market bottom is rarely a straight-line move higher. Yet up, up, and away has pretty much been the theme for investors since March 23, 2020. History would suggest that there's a very good chance of a move lower in equities within the next two years.</p><p><blockquote>换句话说，从熊市底部反弹很少是直线走高。然而，自2020年3月23日以来，上涨、上涨和离开几乎一直是投资者的主题。历史表明，未来两年内股市很有可能走低。</blockquote></p><p> <b>Crashes frequently occur when this valuation metric is hit</b></p><p><blockquote><b>当达到这个估值指标时，经常会发生崩溃</b></blockquote></p><p> But the most damning bit of evidence might just be the S&amp;P 500's Shiller price-to-earnings (P/E) ratio. This is a valuation metric that examines the average inflation-adjusted earnings from the previous 10 years. You might also know it as the cyclically adjusted P/E ratio, or CAPE.</p><p><blockquote>但最确凿的证据可能是标普500的席勒市盈率（P/E）。这是一个估值指标，考察过去10年经通胀调整后的平均收益。你可能也知道它是周期性调整市盈率，或CAPE。</blockquote></p><p> As of the close of business on March 30, the S&amp;P 500's Shiller P/E ratio hit 35.61. That's well over double its 150-year average of 16.8. Using continuous bull market moves as a parameter, it's the second-highest reading in its history.</p><p><blockquote>截至3月30日收盘，标普500的席勒市盈率达到35.61。这是150年来平均水平16.8的两倍多。以持续的牛市走势为参数，这是其历史上第二高的读数。</blockquote></p><p> To some extent, itmakes sensethat equity valuations should be higher now than they've been historically. That's because interest rates are near an all-time low and access to the internet has effectively broken down barriers between Wall Street and Main Street that may have, in the past, kept P/E multiples at bay.</p><p><blockquote>在某种程度上，现在的股票估值应该高于历史水平是有道理的。这是因为利率接近历史低点，而且互联网接入有效地打破了华尔街和主街之间的障碍，这些障碍在过去可能会阻碍市盈率倍数。</blockquote></p><p> However, previous instances of the S&amp;P 500's Shiller P/E ratio crossing above and sustaining the 30 levelhaven't ended well. In the prior four instances where the Shiller P/E surpassed and held above 30, the benchmark index tumbled anywhere from 20% to as much as 89%. Although an 89% plunge, which was experienced during the Great Depression, is very unlikely these days, a big drop has historically been in the cards when valuations get extended, as they are now.</p><p><blockquote>然而，此前标普500席勒市盈率突破并维持在30水平的情况并没有得到很好的结局。在之前四次席勒市盈率超过并保持在30以上的情况下，基准指数下跌了20%至89%。尽管如今不太可能出现大萧条期间经历的89%的暴跌，但从历史上看，当估值延长时，就有可能出现大幅下跌，就像现在一样。</blockquote></p><p> <b>Keep that cash handy in the event that opportunity knocks</b></p><p><blockquote><b>将现金放在手边，以防机会来袭</b></blockquote></p><p> To circle back to the original question at hand, the data is pretty clear that the likelihood of a stock market crash or correction has grown considerably. It's impossible to precisely predict when a crash might occur, how long the decline will last, or how steep the drop could be. But the data strongly suggests that downside is in the offing.</p><p><blockquote>回到手头的最初问题，数据非常清楚地表明，股市崩盘或调整的可能性已经大大增加。不可能准确预测崩盘何时可能发生，下跌将持续多长时间，或者下跌幅度有多大。但数据强烈表明下行趋势即将到来。</blockquote></p><p> While this might be a disappointing revelation to some investors, it shouldn't be. Crashes and corrections are a normal part of the investing cycle. More importantly, theyprovide an opportunityfor investors to buy into great companies at a discount. Just think about all the great companies you're probably kicking yourself over for not buying last March.</p><p><blockquote>虽然这对一些投资者来说可能是一个令人失望的发现，但事实并非如此。崩盘和调整是投资周期的正常部分。更重要的是，它们为投资者提供了以折扣价购买伟大公司的机会。想想去年三月你可能会因为没有购买而自责的所有伟大公司。</blockquote></p><p></p><p> The reason to be excited about crashes and corrections is also found in the data. You see, of those 38 previous corrections in the S&amp;P 500 since the beginning of 1950, each and every one has eventually been put into the rearview mirror by a bull market rally. Plus,at no point over the past centuryhave rolling 20-year total returns (including dividends) for the S&amp;P 500 been negative.</p><p><blockquote>对崩溃和修正感到兴奋的原因也可以在数据中找到。你看，自1950年初以来的38次标普500调整中，每一次最终都被牛市反弹抛到了后视镜中。此外，在过去的一个世纪里，标普500的20年滚动总回报率（包括股息）从未为负。</blockquote></p><p> If you need further encouragement to buy during a correction, keep in mind that 24 of the 38 double-digit declines in the S&amp;P 500 havefound their bottom in 104 or fewer calendar days(3.5 months or less). Crashes and corrections may be steep at times but tend to resolve quickly. That's your cue to have cash at the ready in the event that opportunity knocks.</p><p><blockquote>如果您在调整期间需要进一步鼓励买入，请记住，标普500 38次两位数下跌中有24次是在104个或更短的日历日（3.5个月或更短）内触底的。崩溃和修正有时可能很剧烈，但往往会很快解决。这是你在机会来临时准备好现金的提示。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/04/02/how-likely-is-a-stock-market-crash/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.fool.com/investing/2021/04/02/how-likely-is-a-stock-market-crash/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191998262","content_text":"You may not like the answer.\n\nFor the past year, investors have enjoyed one of the greatest bounce-back rallies of all time. After the benchmarkS&P 500(SNPINDEX:^GSPC)lost a third of its value in mere weeks due to unprecedented uncertainties surrounding the coronavirus pandemic, it bounced back to gain in the neighborhood of 75% off its lows. You could rightly say that patience has paid off.\nBut there's another reality that investors -- especially long-term investors -- are keenly aware of: the propensity of the stock market to crash or correct. Things might look great now, but the next big nosedive is always waiting in the wings.\nIt begs the question: How likely is astock market crash? Let's take a closer look.\nDouble-digit declines occur every 1.87 years, on average\nTo begin with the basics, stock market corrections (i.e., declines of at least 10%) are quite common in the S&P 500. According to data from market analytics firm Yardeni Research, there have been 38 corrections in the S&P 500 since the beginning of 1950. This works out to an average double-digit decline in the benchmark indexevery 1.87 years. Since it's now been more than a year since the market hit its bear-market bottom, the averages are certainly not in investors' favor.\nHowever, averages are nothing more than that... averages. The market doesn't adhere to averages, even if some folks base their investments off of what's happened historically.\nWe could enter a period similar to 1991 through 1996 where there were zero corrections. Or we could continue the theme since the beginning of 2010, where corrections occur, on average, every 19 months.\nCorrections have been an historical given within three years of a bear market bottom\nAnother interesting piece of evidence to examine is the frequency by which the S&P 500 corrects after hitting a bear-market bottom.\nSince the beginning of 1960 (an arbitrary year I chose for the sake of simplicity), the widely followed index has navigated its way through nine bear markets, including the coronavirus crash. In rebounding from each of the previous eight bear market lows, there was at least one double-digit percentage decline within three years100% of the time. In aggregate, 13 corrections have occurred within three years following the last eight bear market bottoms (i.e., either one or two following each bottom).\nPut another way, rebounding from a bear-market bottom is rarely a straight-line move higher. Yet up, up, and away has pretty much been the theme for investors since March 23, 2020. History would suggest that there's a very good chance of a move lower in equities within the next two years.\nCrashes frequently occur when this valuation metric is hit\nBut the most damning bit of evidence might just be the S&P 500's Shiller price-to-earnings (P/E) ratio. This is a valuation metric that examines the average inflation-adjusted earnings from the previous 10 years. You might also know it as the cyclically adjusted P/E ratio, or CAPE.\nAs of the close of business on March 30, the S&P 500's Shiller P/E ratio hit 35.61. That's well over double its 150-year average of 16.8. Using continuous bull market moves as a parameter, it's the second-highest reading in its history.\nTo some extent, itmakes sensethat equity valuations should be higher now than they've been historically. That's because interest rates are near an all-time low and access to the internet has effectively broken down barriers between Wall Street and Main Street that may have, in the past, kept P/E multiples at bay.\nHowever, previous instances of the S&P 500's Shiller P/E ratio crossing above and sustaining the 30 levelhaven't ended well. In the prior four instances where the Shiller P/E surpassed and held above 30, the benchmark index tumbled anywhere from 20% to as much as 89%. Although an 89% plunge, which was experienced during the Great Depression, is very unlikely these days, a big drop has historically been in the cards when valuations get extended, as they are now.\nKeep that cash handy in the event that opportunity knocks\nTo circle back to the original question at hand, the data is pretty clear that the likelihood of a stock market crash or correction has grown considerably. It's impossible to precisely predict when a crash might occur, how long the decline will last, or how steep the drop could be. But the data strongly suggests that downside is in the offing.\nWhile this might be a disappointing revelation to some investors, it shouldn't be. Crashes and corrections are a normal part of the investing cycle. More importantly, theyprovide an opportunityfor investors to buy into great companies at a discount. Just think about all the great companies you're probably kicking yourself over for not buying last March.\nThe reason to be excited about crashes and corrections is also found in the data. You see, of those 38 previous corrections in the S&P 500 since the beginning of 1950, each and every one has eventually been put into the rearview mirror by a bull market rally. Plus,at no point over the past centuryhave rolling 20-year total returns (including dividends) for the S&P 500 been negative.\nIf you need further encouragement to buy during a correction, keep in mind that 24 of the 38 double-digit declines in the S&P 500 havefound their bottom in 104 or fewer calendar days(3.5 months or less). Crashes and corrections may be steep at times but tend to resolve quickly. That's your cue to have cash at the ready in the event that opportunity knocks.","news_type":1,"symbols_score_info":{".SPX":0.9,"SPY":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":352270874,"gmtCreate":1616981370598,"gmtModify":1634523330299,"author":{"id":"3574502938424871","authorId":"3574502938424871","name":"Nkj","avatar":"https://static.tigerbbs.com/b6543c1c82d5e3b4cf249b012d52e8aa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574502938424871","idStr":"3574502938424871"},"themes":[],"htmlText":"Like on my comment pls","listText":"Like on my comment pls","text":"Like on my comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/352270874","repostId":"2123281095","repostType":4,"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359815757,"gmtCreate":1616381394079,"gmtModify":1634526148739,"author":{"id":"3574502938424871","authorId":"3574502938424871","name":"Nkj","avatar":"https://static.tigerbbs.com/b6543c1c82d5e3b4cf249b012d52e8aa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574502938424871","idStr":"3574502938424871"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/359815757","repostId":"1165366722","repostType":4,"repost":{"id":"1165366722","kind":"news","pubTimestamp":1616377464,"share":"https://www.laohu8.com/m/news/1165366722?lang=zh_CN&edition=full","pubTime":"2021-03-22 09:44","market":"us","language":"en","title":"Forget GameStop and Sundial: These Growth Stocks Can Triple Your Money<blockquote>忘记游戏驿站和日晷：这些成长型股票可以让你的钱增加两倍</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1165366722","media":"fool","summary":"If there's one constant in the stock market, it's that there's always something new to see.\nLast yea","content":"<p>If there's one constant in the stock market, it's that there's always something new to see.</p><p><blockquote>如果说股市有一个不变的话，那就是总有新的东西可以看。</blockquote></p><p> Last year, investors navigated their way through a once-in-a-century pandemic, which led to one of the steepest bear market declines in history for the<b>S&amp;P 500</b>. Meanwhile, 2021 has been all about realizing the power of retail investors.</p><p><blockquote>去年，投资者度过了百年一遇的大流行，导致了美国历史上最严重的熊市跌幅之一。<b>标普500</b>与此同时，2021年是实现散户投资者力量的一年。</blockquote></p><p> Over the past two months, retail investors on Reddit's WallStreetBets chatroom have banded together to fight back against institutional investors and hedge funds. These predominantly younger investors have done this buy purchasing stock and out-of-the-money call options on companies with high levels of short interest. The goal of these retail investors has been to create ashort squeeze, which sends short-sellers scurrying for the exit as targeted stocks shoot \"to the moon,\" as the Reddit crowd would say.</p><p><blockquote>过去两个月，Reddit WallStreetBets聊天室上的散户投资者联合起来反击机构投资者和对冲基金。这些主要是年轻投资者通过购买空头兴趣较高的公司的股票和价外看涨期权期权来购买。这些散户投资者的目标是制造空头挤压，正如Reddit人群所说，当目标股票“飞向月球”时，卖空者会匆忙退出。</blockquote></p><p> You're asking for trouble if you buy these Reddit stocks</p><p><blockquote>如果你买这些Reddit股票，你就是在自找麻烦</blockquote></p><p> Among the dozens of stocks the Reddit crowd has fancied, there's little question that video game and accessories retailer<b>GameStop</b>(NYSE:GME)and Canadian licensed cannabis producer<b>Sundial Growers</b>(NASDAQ:SNDL)are two of the most-followed and owned. GameStop was the most short-sold stock in late January, relative to its float, while Sundial Growers is both a penny stock and heavily short-sold, which acts as twice the lure for young investors.</p><p><blockquote>在Reddit人群喜欢的数十只股票中，毫无疑问，这家视频游戏和配件零售商<b>游戏驿站</b>（纽约证券交易所代码：GME）和加拿大许可大麻生产商<b>日晷种植者</b>（纳斯达克：SNDL）是最受关注和拥有的两个。相对于流通量而言，游戏驿站是1月底被卖空最多的股票，而Sundial Growers既是细价股，也被大量卖空，这对年轻投资者来说具有两倍的吸引力。</blockquote></p><p> The problem is that neither company is particularly appealing from an investment perspective -- and that's putting things nicely.</p><p><blockquote>问题是，从投资角度来看，这两家公司都不是特别有吸引力——这是一个很好的说法。</blockquote></p><p> Take GameStop, which managed to more than quadruple its e-commerce sales during the 2020 holiday season, but still sawtotal sales shrink by 3%. GameStop's only solution to it tardiness in focusing on digital gaming is to continue closing down its physical stores. By closing stores, the hope is that GameStop can lower its expenses enough to back its way into the profit column.</p><p><blockquote>以游戏驿站为例，该公司在2020年假期期间的电子商务销售额增长了四倍多，但总销售额仍下降了3%。游戏驿站在专注于数字游戏方面姗姗来迟的唯一解决方案是继续关闭其实体店。通过关闭商店，游戏驿站希望能够降低足够的开支，以支持其进入利润栏。</blockquote></p><p> As for Sundial, its biggest flaw is the more than $600 million in cash it raised. Despite cleaning up its balance sheet, the companyissued approximately 1.15 billion sharesin a matter of five months. That's some of the worst dilution I've ever witnessed in more than 20 years of following the market. To boot, Sundial is nowhere near profitability at a time when most marijuana stocks are preparing to turn the corner to recurring green.</p><p><blockquote>至于Sundial，其最大的缺陷是筹集的6亿多美元现金。尽管清理了资产负债表，该公司仍在短短五个月内发行了约11.5亿股股票。这是我跟踪市场20多年来所目睹的最严重的稀释。首先，在大多数大麻股票准备转向经常性绿色之际，Sundial还远未实现盈利。</blockquote></p><p> Forget Sundial and GameStop: These companies will triple your money</p><p><blockquote>忘记日晷和游戏驿站：这些公司会让你的钱增加两倍</blockquote></p><p> Instead of getting pulled into these Reddit traps, my suggestion would be to forget all about GameStop and Sundial Growers and buy the following threegrowth stocksif you're really interested in tripling your money.</p><p><blockquote>与其陷入这些Reddit陷阱，我的建议是忘记游戏驿站和日晷种植者的一切，如果你真的有兴趣让你的钱增加两倍，就购买以下三只成长型股票。</blockquote></p><p> Okta</p><p><blockquote>奥克塔</blockquote></p><p> Cybersecurity should be one of the most surefire growth industries of the decade. We were already seeing businesses shift online and into the cloud well before the pandemic struck. The coronavirus simply provided that kick in the behind needed to accelerate this transformation. As businesses move more of their proprietary information into the cloud, the onus of protecting this data should increasingly fall on third-party providers like<b>Okta</b>(NASDAQ:OKTA).</p><p><blockquote>网络安全应该是十年来最可靠的增长行业之一。早在疫情爆发之前，我们就已经看到企业转向在线和云。冠状病毒只是提供了加速这种转变所需的推动力。随着企业将更多的专有信息转移到云中，保护这些数据的责任应该越来越多地落在第三方提供商身上，例如<b>奥克塔</b>（纳斯达克：OKTA）。</blockquote></p><p> Okta's specialty is in providing identity authentication. The company utilizes a suite ofcloud-native solutionsthat rely on artificial intelligence to protect clients' data. In other words, Okta's solutions are growing smarter all the time at identifying and responding to potential threats. And since the platform isn't designed as a one-size-fits-all, Okta is able to offer new solutions to its customers as they scale. This ability to upsell its clients to new product is what's going to make Okta a cybersecurity juggernaut.</p><p><blockquote>Okta的专长是提供身份认证。该公司利用一套依靠人工智能来保护客户数据的云原生解决方案。换句话说，Okta的解决方案在识别和响应潜在威胁方面一直在变得越来越智能。由于该平台不是一刀切的，Okta能够随着客户的扩展为他们提供新的解决方案。这种向客户追加销售新产品的能力将使Okta成为网络安全巨头。</blockquote></p><p> Also of interest is Okta's recent announcement that it would beacquiring chief rival Auth0for $6.5 billion in an all-stock deal. Even though Auth0 will retain its independence as a brand, it'll be operating under Okta umbrella. Auth0 should be particularly helpful in expanding Okta's reach beyond the borders of the U.S. and into Europe. This acquisition should further ignite the company's red-hot growth prospects.</p><p><blockquote>同样令人感兴趣的是Okta最近宣布将以65亿美元的全股票交易收购主要竞争对手Auth0。尽管Auth0将保持其品牌独立性，但它将在Okta旗下运营。Auth0应该特别有助于将Okta的影响力扩展到美国境外并进入欧洲。此次收购应该会进一步点燃公司炙手可热的增长前景。</blockquote></p><p> Northern Star Acquisition</p><p><blockquote>北极星收购</blockquote></p><p> Most people probably aren't familiar with the name<b>Northern Star Acquisition</b>(NYSE:STIC). That's because it's a Special Purpose Acquisition Company (SPAC), and those seem to be a dime a dozen lately. However, Northern Star has announced its merger partner -- dog-focused product and service company BarkBox -- and is expected to close on the deal during the second quarter.</p><p><blockquote>大多数人可能不熟悉这个名字<b>北极星收购</b>（纽约证券交易所代码：STIC）。这是因为它是一家特殊目的收购公司(SPAC)，而这些公司最近似乎多如牛毛。然而，Northern Star宣布了其合并合作伙伴——专注于狗的产品和服务公司BarkBox——预计将在第二季度完成交易。</blockquote></p><p> How impressive is BarkBox? The company, which delivers toys and a host of other themed products on a monthly basis, ended the fiscal third quarter withapproximately 1.1 million subscribers. That's up from the 663,000 subscribers it ended with in fiscal 2020. It's also worth pointing out that the product retention rate is close to 95%, which is the highest it's been since the company's inception.</p><p><blockquote>BarkBox有多令人印象深刻？该公司每月提供玩具和许多其他主题产品，截至第三财季结束时拥有约110万订阅者。这高于2020财年结束时的663,000名订阅者。还值得指出的是，产品保留率接近95%，这是公司成立以来的最高水平。</blockquote></p><p></p><p> As with most subscription-based models, BarkBox is looking at a juicy gross margin of right around 60%, and it's on track to more than double its revenue by 2023 to north of $700 million. Considering that we haven't seen a decline in year-over-year U.S. pet expenditures in at least a quarter of a century, it's a solid bet that BarkBox'score service and new products(BarkBox Eats, Bark Home, and Bark Bright) will drive Northern Star Acquisition (soon to be BarkBox) a lot higher.</p><p><blockquote>与大多数基于订阅的模式一样，BarkBox的毛利率高达60%左右，预计到2023年其收入将增加一倍以上，达到7亿美元以上。考虑到我们至少有四分之一个世纪没有看到美国宠物支出同比下降，BarkBox的score服务和新产品（BarkBox Eats、Bark Home和Bark Bright）肯定会推动Northern Star Acquisition（即将成为BarkBox）大幅上涨。</blockquote></p><p> Jushi Holdings</p><p><blockquote>巨石控股</blockquote></p><p> I don't fault retail investors for being interested inmarijuana stocks. Cannabis should be one of the fastest-growing industries this decade. But there's no question that U.S. pot stocks are where the real money is to be made. If investors want a growth stock that'll triple their money,<b>Jushi Holdings</b>(OTC:JUSHF)is the name to buy.</p><p><blockquote>我不责怪散户投资者对大麻股票感兴趣。大麻应该是这十年增长最快的产业之一。但毫无疑问，美国大麻股才是真正赚钱的地方。如果投资者想要一只能让他们的资金增加两倍的成长型股票，<b>巨石控股</b>（场外交易代码：JUSHF）是值得购买的名称。</blockquote></p><p> Jushi has taken an aggressive -- yet incredibly safe -- path to growth. The company'score focus is on three states: Pennsylvania, Illinois, and Virginia. The former two limit the number of retail licenses that they'll issue, while Virginia assigns dispensary licenses based on jurisdiction. The point being that somewhere in the neighborhood of 80% (or more) of Jushi's sales in 2021 will be derived from markets where it'll face minimal or nonexistent competition. By targeting limited license states, Jushi is ensuring that its brand has the best possible chance of being successfully built from the ground up.</p><p><blockquote>巨石采取了一条积极但极其安全的增长道路。该公司的得分重点是三个州：宾夕法尼亚州、伊利诺伊州和弗吉尼亚州。前两个州限制了他们将颁发的零售许可证的数量，而弗吉尼亚州则根据管辖权分配药房许可证。关键是，巨石2021年销售额的80%（或更多）将来自竞争很少或不存在竞争的市场。通过瞄准有限许可州，巨石正在确保其品牌有最好的机会从头开始成功建立。</blockquote></p><p> Jushi has also shown a willingness to make acquisitions to expand its footprint. Just since the year began, the company acquired an operating dispensary and license holder in California, and became a 100% equity owner of Pennsylvania dispensary permittee Agape Total Health Care. Jushi is flush with cash and has received roughly $45 million in capital from its management team and insiders since inception. Whenexecs have skin the game, good things usually happen for shareholders.</p><p><blockquote>巨石也表现出了进行收购以扩大其足迹的意愿。就在今年年初，该公司收购了加利福尼亚州的一家运营药房和许可证持有者，并成为宾夕法尼亚州药房许可证持有者Agape Total Health Care的100%股权所有者。巨石现金充裕，自成立以来已从管理团队和内部人士那里获得了约4500万美元的资本。当高管参与游戏时，股东通常会有好事发生。</blockquote></p><p> Should you invest $1,000 in Okta right now?</p><p><blockquote>你现在应该在Okta投资1000美元吗？</blockquote></p><p> Before you consider Okta, you'll want to hear this.</p><p><blockquote>在您考虑Okta之前，您会想听听这个。</blockquote></p><p> Investing legends and Motley Fool Co-founders David and Tom Gardner just revealed what they believe are the<b>10 best stocks</b>for investors to buy right now... and Okta wasn't one of them.</p><p><blockquote>Investing legends和Motley Fool联合创始人David和Tom Gardner刚刚透露了他们认为的<b>10只最佳股票</b>供投资者立即购买...奥克塔不在其中。</blockquote></p><p> The online investing service they've run for nearly two decades,<i>Motley Fool Stock Advisor</i>, has beaten the stock market by over 4X.* And right now, they think there are 10 stocks that are better buys.</p><p><blockquote>他们经营了近二十年的在线投资服务，<i>杂色傻瓜股票顾问</i>，比股市高出4倍以上。*目前，他们认为有10只股票更值得买入。</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>Forget GameStop and Sundial: These Growth Stocks Can Triple Your Money<blockquote>忘记游戏驿站和日晷：这些成长型股票可以让你的钱增加两倍</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\">\nForget GameStop and Sundial: These Growth Stocks Can Triple Your Money<blockquote>忘记游戏驿站和日晷：这些成长型股票可以让你的钱增加两倍</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">fool</strong><span class=\"h-time small\">2021-03-22 09:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>If there's one constant in the stock market, it's that there's always something new to see.</p><p><blockquote>如果说股市有一个不变的话，那就是总有新的东西可以看。</blockquote></p><p> Last year, investors navigated their way through a once-in-a-century pandemic, which led to one of the steepest bear market declines in history for the<b>S&amp;P 500</b>. Meanwhile, 2021 has been all about realizing the power of retail investors.</p><p><blockquote>去年，投资者度过了百年一遇的大流行，导致了美国历史上最严重的熊市跌幅之一。<b>标普500</b>与此同时，2021年是实现散户投资者力量的一年。</blockquote></p><p> Over the past two months, retail investors on Reddit's WallStreetBets chatroom have banded together to fight back against institutional investors and hedge funds. These predominantly younger investors have done this buy purchasing stock and out-of-the-money call options on companies with high levels of short interest. The goal of these retail investors has been to create ashort squeeze, which sends short-sellers scurrying for the exit as targeted stocks shoot \"to the moon,\" as the Reddit crowd would say.</p><p><blockquote>过去两个月，Reddit WallStreetBets聊天室上的散户投资者联合起来反击机构投资者和对冲基金。这些主要是年轻投资者通过购买空头兴趣较高的公司的股票和价外看涨期权期权来购买。这些散户投资者的目标是制造空头挤压，正如Reddit人群所说，当目标股票“飞向月球”时，卖空者会匆忙退出。</blockquote></p><p> You're asking for trouble if you buy these Reddit stocks</p><p><blockquote>如果你买这些Reddit股票，你就是在自找麻烦</blockquote></p><p> Among the dozens of stocks the Reddit crowd has fancied, there's little question that video game and accessories retailer<b>GameStop</b>(NYSE:GME)and Canadian licensed cannabis producer<b>Sundial Growers</b>(NASDAQ:SNDL)are two of the most-followed and owned. GameStop was the most short-sold stock in late January, relative to its float, while Sundial Growers is both a penny stock and heavily short-sold, which acts as twice the lure for young investors.</p><p><blockquote>在Reddit人群喜欢的数十只股票中，毫无疑问，这家视频游戏和配件零售商<b>游戏驿站</b>（纽约证券交易所代码：GME）和加拿大许可大麻生产商<b>日晷种植者</b>（纳斯达克：SNDL）是最受关注和拥有的两个。相对于流通量而言，游戏驿站是1月底被卖空最多的股票，而Sundial Growers既是细价股，也被大量卖空，这对年轻投资者来说具有两倍的吸引力。</blockquote></p><p> The problem is that neither company is particularly appealing from an investment perspective -- and that's putting things nicely.</p><p><blockquote>问题是，从投资角度来看，这两家公司都不是特别有吸引力——这是一个很好的说法。</blockquote></p><p> Take GameStop, which managed to more than quadruple its e-commerce sales during the 2020 holiday season, but still sawtotal sales shrink by 3%. GameStop's only solution to it tardiness in focusing on digital gaming is to continue closing down its physical stores. By closing stores, the hope is that GameStop can lower its expenses enough to back its way into the profit column.</p><p><blockquote>以游戏驿站为例，该公司在2020年假期期间的电子商务销售额增长了四倍多，但总销售额仍下降了3%。游戏驿站在专注于数字游戏方面姗姗来迟的唯一解决方案是继续关闭其实体店。通过关闭商店，游戏驿站希望能够降低足够的开支，以支持其进入利润栏。</blockquote></p><p> As for Sundial, its biggest flaw is the more than $600 million in cash it raised. Despite cleaning up its balance sheet, the companyissued approximately 1.15 billion sharesin a matter of five months. That's some of the worst dilution I've ever witnessed in more than 20 years of following the market. To boot, Sundial is nowhere near profitability at a time when most marijuana stocks are preparing to turn the corner to recurring green.</p><p><blockquote>至于Sundial，其最大的缺陷是筹集的6亿多美元现金。尽管清理了资产负债表，该公司仍在短短五个月内发行了约11.5亿股股票。这是我跟踪市场20多年来所目睹的最严重的稀释。首先，在大多数大麻股票准备转向经常性绿色之际，Sundial还远未实现盈利。</blockquote></p><p> Forget Sundial and GameStop: These companies will triple your money</p><p><blockquote>忘记日晷和游戏驿站：这些公司会让你的钱增加两倍</blockquote></p><p> Instead of getting pulled into these Reddit traps, my suggestion would be to forget all about GameStop and Sundial Growers and buy the following threegrowth stocksif you're really interested in tripling your money.</p><p><blockquote>与其陷入这些Reddit陷阱，我的建议是忘记游戏驿站和日晷种植者的一切，如果你真的有兴趣让你的钱增加两倍，就购买以下三只成长型股票。</blockquote></p><p> Okta</p><p><blockquote>奥克塔</blockquote></p><p> Cybersecurity should be one of the most surefire growth industries of the decade. We were already seeing businesses shift online and into the cloud well before the pandemic struck. The coronavirus simply provided that kick in the behind needed to accelerate this transformation. As businesses move more of their proprietary information into the cloud, the onus of protecting this data should increasingly fall on third-party providers like<b>Okta</b>(NASDAQ:OKTA).</p><p><blockquote>网络安全应该是十年来最可靠的增长行业之一。早在疫情爆发之前，我们就已经看到企业转向在线和云。冠状病毒只是提供了加速这种转变所需的推动力。随着企业将更多的专有信息转移到云中，保护这些数据的责任应该越来越多地落在第三方提供商身上，例如<b>奥克塔</b>（纳斯达克：OKTA）。</blockquote></p><p> Okta's specialty is in providing identity authentication. The company utilizes a suite ofcloud-native solutionsthat rely on artificial intelligence to protect clients' data. In other words, Okta's solutions are growing smarter all the time at identifying and responding to potential threats. And since the platform isn't designed as a one-size-fits-all, Okta is able to offer new solutions to its customers as they scale. This ability to upsell its clients to new product is what's going to make Okta a cybersecurity juggernaut.</p><p><blockquote>Okta的专长是提供身份认证。该公司利用一套依靠人工智能来保护客户数据的云原生解决方案。换句话说，Okta的解决方案在识别和响应潜在威胁方面一直在变得越来越智能。由于该平台不是一刀切的，Okta能够随着客户的扩展为他们提供新的解决方案。这种向客户追加销售新产品的能力将使Okta成为网络安全巨头。</blockquote></p><p> Also of interest is Okta's recent announcement that it would beacquiring chief rival Auth0for $6.5 billion in an all-stock deal. Even though Auth0 will retain its independence as a brand, it'll be operating under Okta umbrella. Auth0 should be particularly helpful in expanding Okta's reach beyond the borders of the U.S. and into Europe. This acquisition should further ignite the company's red-hot growth prospects.</p><p><blockquote>同样令人感兴趣的是Okta最近宣布将以65亿美元的全股票交易收购主要竞争对手Auth0。尽管Auth0将保持其品牌独立性，但它将在Okta旗下运营。Auth0应该特别有助于将Okta的影响力扩展到美国境外并进入欧洲。此次收购应该会进一步点燃公司炙手可热的增长前景。</blockquote></p><p> Northern Star Acquisition</p><p><blockquote>北极星收购</blockquote></p><p> Most people probably aren't familiar with the name<b>Northern Star Acquisition</b>(NYSE:STIC). That's because it's a Special Purpose Acquisition Company (SPAC), and those seem to be a dime a dozen lately. However, Northern Star has announced its merger partner -- dog-focused product and service company BarkBox -- and is expected to close on the deal during the second quarter.</p><p><blockquote>大多数人可能不熟悉这个名字<b>北极星收购</b>（纽约证券交易所代码：STIC）。这是因为它是一家特殊目的收购公司(SPAC)，而这些公司最近似乎多如牛毛。然而，Northern Star宣布了其合并合作伙伴——专注于狗的产品和服务公司BarkBox——预计将在第二季度完成交易。</blockquote></p><p> How impressive is BarkBox? The company, which delivers toys and a host of other themed products on a monthly basis, ended the fiscal third quarter withapproximately 1.1 million subscribers. That's up from the 663,000 subscribers it ended with in fiscal 2020. It's also worth pointing out that the product retention rate is close to 95%, which is the highest it's been since the company's inception.</p><p><blockquote>BarkBox有多令人印象深刻？该公司每月提供玩具和许多其他主题产品，截至第三财季结束时拥有约110万订阅者。这高于2020财年结束时的663,000名订阅者。还值得指出的是，产品保留率接近95%，这是公司成立以来的最高水平。</blockquote></p><p></p><p> As with most subscription-based models, BarkBox is looking at a juicy gross margin of right around 60%, and it's on track to more than double its revenue by 2023 to north of $700 million. Considering that we haven't seen a decline in year-over-year U.S. pet expenditures in at least a quarter of a century, it's a solid bet that BarkBox'score service and new products(BarkBox Eats, Bark Home, and Bark Bright) will drive Northern Star Acquisition (soon to be BarkBox) a lot higher.</p><p><blockquote>与大多数基于订阅的模式一样，BarkBox的毛利率高达60%左右，预计到2023年其收入将增加一倍以上，达到7亿美元以上。考虑到我们至少有四分之一个世纪没有看到美国宠物支出同比下降，BarkBox的score服务和新产品（BarkBox Eats、Bark Home和Bark Bright）肯定会推动Northern Star Acquisition（即将成为BarkBox）大幅上涨。</blockquote></p><p> Jushi Holdings</p><p><blockquote>巨石控股</blockquote></p><p> I don't fault retail investors for being interested inmarijuana stocks. Cannabis should be one of the fastest-growing industries this decade. But there's no question that U.S. pot stocks are where the real money is to be made. If investors want a growth stock that'll triple their money,<b>Jushi Holdings</b>(OTC:JUSHF)is the name to buy.</p><p><blockquote>我不责怪散户投资者对大麻股票感兴趣。大麻应该是这十年增长最快的产业之一。但毫无疑问，美国大麻股才是真正赚钱的地方。如果投资者想要一只能让他们的资金增加两倍的成长型股票，<b>巨石控股</b>（场外交易代码：JUSHF）是值得购买的名称。</blockquote></p><p> Jushi has taken an aggressive -- yet incredibly safe -- path to growth. The company'score focus is on three states: Pennsylvania, Illinois, and Virginia. The former two limit the number of retail licenses that they'll issue, while Virginia assigns dispensary licenses based on jurisdiction. The point being that somewhere in the neighborhood of 80% (or more) of Jushi's sales in 2021 will be derived from markets where it'll face minimal or nonexistent competition. By targeting limited license states, Jushi is ensuring that its brand has the best possible chance of being successfully built from the ground up.</p><p><blockquote>巨石采取了一条积极但极其安全的增长道路。该公司的得分重点是三个州：宾夕法尼亚州、伊利诺伊州和弗吉尼亚州。前两个州限制了他们将颁发的零售许可证的数量，而弗吉尼亚州则根据管辖权分配药房许可证。关键是，巨石2021年销售额的80%（或更多）将来自竞争很少或不存在竞争的市场。通过瞄准有限许可州，巨石正在确保其品牌有最好的机会从头开始成功建立。</blockquote></p><p> Jushi has also shown a willingness to make acquisitions to expand its footprint. Just since the year began, the company acquired an operating dispensary and license holder in California, and became a 100% equity owner of Pennsylvania dispensary permittee Agape Total Health Care. Jushi is flush with cash and has received roughly $45 million in capital from its management team and insiders since inception. Whenexecs have skin the game, good things usually happen for shareholders.</p><p><blockquote>巨石也表现出了进行收购以扩大其足迹的意愿。就在今年年初，该公司收购了加利福尼亚州的一家运营药房和许可证持有者，并成为宾夕法尼亚州药房许可证持有者Agape Total Health Care的100%股权所有者。巨石现金充裕，自成立以来已从管理团队和内部人士那里获得了约4500万美元的资本。当高管参与游戏时，股东通常会有好事发生。</blockquote></p><p> Should you invest $1,000 in Okta right now?</p><p><blockquote>你现在应该在Okta投资1000美元吗？</blockquote></p><p> Before you consider Okta, you'll want to hear this.</p><p><blockquote>在您考虑Okta之前，您会想听听这个。</blockquote></p><p> Investing legends and Motley Fool Co-founders David and Tom Gardner just revealed what they believe are the<b>10 best stocks</b>for investors to buy right now... and Okta wasn't one of them.</p><p><blockquote>Investing legends和Motley Fool联合创始人David和Tom Gardner刚刚透露了他们认为的<b>10只最佳股票</b>供投资者立即购买...奥克塔不在其中。</blockquote></p><p> The online investing service they've run for nearly two decades,<i>Motley Fool Stock Advisor</i>, has beaten the stock market by over 4X.* And right now, they think there are 10 stocks that are better buys.</p><p><blockquote>他们经营了近二十年的在线投资服务，<i>杂色傻瓜股票顾问</i>，比股市高出4倍以上。*目前，他们认为有10只股票更值得买入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/03/21/forget-gamestop-sundial-growth-stocks-triple-money/\">fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2021/03/21/forget-gamestop-sundial-growth-stocks-triple-money/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165366722","content_text":"If there's one constant in the stock market, it's that there's always something new to see.\nLast year, investors navigated their way through a once-in-a-century pandemic, which led to one of the steepest bear market declines in history for theS&P 500. Meanwhile, 2021 has been all about realizing the power of retail investors.\nOver the past two months, retail investors on Reddit's WallStreetBets chatroom have banded together to fight back against institutional investors and hedge funds. These predominantly younger investors have done this buy purchasing stock and out-of-the-money call options on companies with high levels of short interest. The goal of these retail investors has been to create ashort squeeze, which sends short-sellers scurrying for the exit as targeted stocks shoot \"to the moon,\" as the Reddit crowd would say.\nYou're asking for trouble if you buy these Reddit stocks\nAmong the dozens of stocks the Reddit crowd has fancied, there's little question that video game and accessories retailerGameStop(NYSE:GME)and Canadian licensed cannabis producerSundial Growers(NASDAQ:SNDL)are two of the most-followed and owned. GameStop was the most short-sold stock in late January, relative to its float, while Sundial Growers is both a penny stock and heavily short-sold, which acts as twice the lure for young investors.\nThe problem is that neither company is particularly appealing from an investment perspective -- and that's putting things nicely.\nTake GameStop, which managed to more than quadruple its e-commerce sales during the 2020 holiday season, but still sawtotal sales shrink by 3%. GameStop's only solution to it tardiness in focusing on digital gaming is to continue closing down its physical stores. By closing stores, the hope is that GameStop can lower its expenses enough to back its way into the profit column.\nAs for Sundial, its biggest flaw is the more than $600 million in cash it raised. Despite cleaning up its balance sheet, the companyissued approximately 1.15 billion sharesin a matter of five months. That's some of the worst dilution I've ever witnessed in more than 20 years of following the market. To boot, Sundial is nowhere near profitability at a time when most marijuana stocks are preparing to turn the corner to recurring green.\nForget Sundial and GameStop: These companies will triple your money\nInstead of getting pulled into these Reddit traps, my suggestion would be to forget all about GameStop and Sundial Growers and buy the following threegrowth stocksif you're really interested in tripling your money.\nOkta\nCybersecurity should be one of the most surefire growth industries of the decade. We were already seeing businesses shift online and into the cloud well before the pandemic struck. The coronavirus simply provided that kick in the behind needed to accelerate this transformation. As businesses move more of their proprietary information into the cloud, the onus of protecting this data should increasingly fall on third-party providers likeOkta(NASDAQ:OKTA).\nOkta's specialty is in providing identity authentication. The company utilizes a suite ofcloud-native solutionsthat rely on artificial intelligence to protect clients' data. In other words, Okta's solutions are growing smarter all the time at identifying and responding to potential threats. And since the platform isn't designed as a one-size-fits-all, Okta is able to offer new solutions to its customers as they scale. This ability to upsell its clients to new product is what's going to make Okta a cybersecurity juggernaut.\nAlso of interest is Okta's recent announcement that it would beacquiring chief rival Auth0for $6.5 billion in an all-stock deal. Even though Auth0 will retain its independence as a brand, it'll be operating under Okta umbrella. Auth0 should be particularly helpful in expanding Okta's reach beyond the borders of the U.S. and into Europe. This acquisition should further ignite the company's red-hot growth prospects.\nNorthern Star Acquisition\nMost people probably aren't familiar with the nameNorthern Star Acquisition(NYSE:STIC). That's because it's a Special Purpose Acquisition Company (SPAC), and those seem to be a dime a dozen lately. However, Northern Star has announced its merger partner -- dog-focused product and service company BarkBox -- and is expected to close on the deal during the second quarter.\nHow impressive is BarkBox? The company, which delivers toys and a host of other themed products on a monthly basis, ended the fiscal third quarter withapproximately 1.1 million subscribers. That's up from the 663,000 subscribers it ended with in fiscal 2020. It's also worth pointing out that the product retention rate is close to 95%, which is the highest it's been since the company's inception.\nAs with most subscription-based models, BarkBox is looking at a juicy gross margin of right around 60%, and it's on track to more than double its revenue by 2023 to north of $700 million. Considering that we haven't seen a decline in year-over-year U.S. pet expenditures in at least a quarter of a century, it's a solid bet that BarkBox'score service and new products(BarkBox Eats, Bark Home, and Bark Bright) will drive Northern Star Acquisition (soon to be BarkBox) a lot higher.\nJushi Holdings\nI don't fault retail investors for being interested inmarijuana stocks. Cannabis should be one of the fastest-growing industries this decade. But there's no question that U.S. pot stocks are where the real money is to be made. If investors want a growth stock that'll triple their money,Jushi Holdings(OTC:JUSHF)is the name to buy.\nJushi has taken an aggressive -- yet incredibly safe -- path to growth. The company'score focus is on three states: Pennsylvania, Illinois, and Virginia. The former two limit the number of retail licenses that they'll issue, while Virginia assigns dispensary licenses based on jurisdiction. The point being that somewhere in the neighborhood of 80% (or more) of Jushi's sales in 2021 will be derived from markets where it'll face minimal or nonexistent competition. By targeting limited license states, Jushi is ensuring that its brand has the best possible chance of being successfully built from the ground up.\nJushi has also shown a willingness to make acquisitions to expand its footprint. Just since the year began, the company acquired an operating dispensary and license holder in California, and became a 100% equity owner of Pennsylvania dispensary permittee Agape Total Health Care. Jushi is flush with cash and has received roughly $45 million in capital from its management team and insiders since inception. Whenexecs have skin the game, good things usually happen for shareholders.\nShould you invest $1,000 in Okta right now?\nBefore you consider Okta, you'll want to hear this.\nInvesting legends and Motley Fool Co-founders David and Tom Gardner just revealed what they believe are the10 best stocksfor investors to buy right now... and Okta wasn't one of them.\nThe online investing service they've run for nearly two decades,Motley Fool Stock Advisor, has beaten the stock market by over 4X.* And right now, they think there are 10 stocks that are better buys.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325769118,"gmtCreate":1615938132834,"gmtModify":1703495175968,"author":{"id":"3574502938424871","authorId":"3574502938424871","name":"Nkj","avatar":"https://static.tigerbbs.com/b6543c1c82d5e3b4cf249b012d52e8aa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574502938424871","idStr":"3574502938424871"},"themes":[],"htmlText":"Hmmmm","listText":"Hmmmm","text":"Hmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/325769118","repostId":"1115937529","repostType":4,"isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322090673,"gmtCreate":1615728457092,"gmtModify":1703492421481,"author":{"id":"3574502938424871","authorId":"3574502938424871","name":"Nkj","avatar":"https://static.tigerbbs.com/b6543c1c82d5e3b4cf249b012d52e8aa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574502938424871","idStr":"3574502938424871"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/322090673","repostId":"2118935050","repostType":4,"isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}