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RichyRick

RichyRick

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2021-09-12

Apple will surely go up slowly.

Why Apple’s Risk Is Limited<blockquote>为什么苹果的风险有限</blockquote>

2021-09-01

Another good choice for those high end earner which prefer branded ev car that can suit their status

Why Nio Stock Popped Tuesday<blockquote>为什么蔚来股价周二上涨</blockquote>

2021-10-16

Good information

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2021-08-09

Not surprise, it happen everywhere not only in china company as long the top management iz a wolf in disguise

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2021-09-11

Buy the dip and hold

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2021-08-02

Slowly but surely go up

Nio July Deliveries Surge 125% But Fall Below Those Of Rivals Xpeng, Li: What You Should Know<blockquote>蔚来 7 月交付量激增 125%，但低于竞争对手小鹏、李：你应该知道什么</blockquote>

2021-08-15

Hope it can rebound soon

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2021-08-03

Good choice as china is putting those company listed in US in their rader

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2021-11-14

Good to know

If inflation is more than transitory, consumer prices and stocks could both keep climbing<blockquote>如果通货膨胀不仅仅是暂时的，消费者价格和股票都可能继续攀升</blockquote>

2021-10-18

Good to know

Tesla, AT&T, Netflix, ASML, Snap and Other Stocks for Investors to Watch This Week<blockquote>特斯拉、AT&T、Netflix、ASML、Snap和其他投资者本周值得关注的股票</blockquote>

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action now dun talk only","listText":"Take action now dun talk only","text":"Take action now dun talk only","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696515502","repostId":"1108682296","repostType":2,"isVote":1,"tweetType":1,"viewCount":5243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696129365,"gmtCreate":1640651931264,"gmtModify":1640651931711,"author":{"id":"3574713327400822","authorId":"3574713327400822","name":"RichyRick","avatar":"https://static.tigerbbs.com/b86ee481aaeabbd2348ddf829e3a56fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574713327400822","authorIdStr":"3574713327400822"},"themes":[],"title":"","htmlText":"Up up all the way to at least 180","listText":"Up up all the way to at least 180","text":"Up up all the way to at least 180","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696129365","repostId":"1151032995","repostType":4,"repost":{"id":"1151032995","kind":"news","pubTimestamp":1640617060,"share":"https://www.laohunote.com/m/news/1151032995?lang=zh_CN&edition=full","pubTime":"2021-12-27 22:57","market":"us","language":"en","title":"Apple Stock: What Happens After The Santa Claus Rally?<blockquote>苹果股票：圣诞老人集会后会发生什么？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151032995","media":"TheStreet","summary":"Apple investors have reasons to be more excited about what comes next. Here is what the data suggests might happen to AAPL share price in the next two weeks.Santa Claus almost skipped Wall Street this year. The S&P 500 dipped 3.5% between December 15 and 20, putting into question the year-end rally that some expected to see. But quickly, bullishness came flooding back, as the index jumped 4% in only three days.Figure 1: Apple's Watch, iPhone and iPad in a Christmas theme.If the “Santa Claus rall","content":"<p>Santa Claus rally? Apple investors have reasons to be more excited about what comes next. Here is what the data suggests might happen to AAPL share price in the next two weeks.</p><p><blockquote>圣诞老人集会？苹果投资者有理由对接下来发生的事情更加兴奋。以下是数据显示未来两周 AAPL 股价可能会发生的情况。</blockquote></p><p> Santa Claus almost skipped Wall Street this year. The S&amp;P 500&nbsp;dipped 3.5% between December 15 and 20, putting into question the year-end rally that some expected to see. But quickly, bullishness came flooding back, as the index jumped 4% in only three days.</p><p><blockquote>圣诞老人今年差点跳过华尔街。标普500在 12 月 15 日至 20 日期间下跌了 3.5%，这让一些人对年底的反弹产生了质疑。但很快，看涨情绪又回来了，该指数在短短三天内就上涨了 4%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f29dc35b16bd6dea058ab34fcedeaffc\" tg-width=\"1240\" tg-height=\"784\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple's Watch, iPhone and iPad in a Christmas theme.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：圣诞主题的苹果手表、iPhone和iPad。</span></p></blockquote></p><p> If the “Santa Claus rally” is real, what happens after the Christmas holiday is over? And more importantly for the Apple Maven: which way will Apple stock&nbsp;head next?</p><p><blockquote>如果 “圣诞老人集会 ”是真的，那么圣诞假期结束后会发生什么？对于苹果专家来说更重要的是：苹果股票接下来会走哪条路？</blockquote></p><p> <b>Is Santa Claus real?</b></p><p><blockquote><b>圣诞老人是真的吗？</b></blockquote></p><p> The first question to ask is whether the Santa Claus rally is even evident in the data, or simply a myth. Do stocks really tend to spike ahead of December 24?</p><p><blockquote>第一个要问的问题是，圣诞老人集会在数据中是否显而易见，或者仅仅是一个神话。股市真的会在 12 月 24 日之前飙升吗？</blockquote></p><p> There are a few different ways to approach this one. I looked first at the S&amp;P 500’s performance over any two-week period since the early 1990s. Then, I compared my findings against the market returns in the two weeks that precede the Christmas break.</p><p><blockquote>有几种不同的方法来解决这个问题。我首先研究了自 20 世纪 90 年代初以来标普500在任何两周内的表现。然后，我将我的发现与圣诞节假期前两周的市场回报进行了比较。</blockquote></p><p> It turns out that yes, the S&amp;P 500 has historically performed better during the pre-holiday period — but only minimally: average two week return of +0.54% vs. the year-round average of +0.45%. If an extra 9 basis points of performance in two weeks seems exciting enough to you, then sure, Santa Claus has been good to Wall Street.</p><p><blockquote>事实证明，是的，标普500在节前期间的历史上表现更好，但只是微乎其微：两周平均回报率为+0.54%，而全年平均回报率为+0.45%。如果两周内额外的 9 个基点表现对您来说足够令人兴奋，那么圣诞老人对华尔街来说确实很好。</blockquote></p><p> The same thing can not be said of Apple stock and its investors. For the past three decades or so, AAPL has produced outstanding average two-week returns of +1.22%. However, in the two weeks preceding Santa’s arrival, returns have been dismal: an average loss of -1.33%.</p><p><blockquote>苹果股票及其投资者就不是这样了。在过去三十年左右的时间里，AAPL 的平均两周回报率为 +1.22%。然而，在圣诞老人到来之前的两周里，回报率却惨淡：平均亏损-1.33%。</blockquote></p><p> This observation is consistent with the idea that&nbsp;the holiday period tends to be seasonally weak for Apple shares. December has only been the ninth best month of performance for Apple stock in the year since the launch of the iPhone, in 2007.</p><p><blockquote>这一观察结果与假期期间苹果股票往往季节性疲软的观点一致。自2007年推出iPhone以来，12月只是苹果股票今年表现第九好的月份。</blockquote></p><p> The most likely rationale: investors probably buy into AAPL before the big catalysts, namely the launch of the newest iPhone model in September and Black Friday. During the holiday shopping weeks, investors “sell the news” and shed some of their AAPL holdings.</p><p><blockquote>最有可能的理由是：投资者可能会在 9 月份推出最新 iPhone 机型和黑色星期五等重大催化剂之前买入 AAPL。在假日购物周期间，投资者 “抛售消息”，抛售了部分 AAPL 股票。</blockquote></p><p> <b>What next for AAPL?</b></p><p><blockquote><b>AAPL的下一步是什么？</b></blockquote></p><p> If Apple investors feel left out of Santa’s list, they should be more excited about what comes next. Since the early 1990s, Apple stock has produced an average gain of +4.83% in the two weeks following Christmas, which is well above average. This is probably a rebound effect from the traditionally dull, pre-Santa performance. See chart below.</p><p><blockquote>如果苹果投资者觉得自己被排除在圣诞老人的名单之外，他们应该对接下来会发生什么更加兴奋。自20世纪90年代初以来，苹果股票在圣诞节后的两周内平均涨幅为+4.83%，远高于平均水平。这可能是传统上沉闷的圣诞老人表演的反弹效应。见下图。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27bca749b86e2d2be63accff7a531f64\" tg-width=\"893\" tg-height=\"456\" width=\"100%\" height=\"auto\"><span>Figure 2: Pre-Santa and Post-Santa two week Returns in AAPL and SPY.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：AAPL和SPDR标普500指数ETF圣诞节前和圣诞节后两周的回报。</span></p></blockquote></p><p> Something similar happens to the S&amp;P 500, although not to the same extent: the average post-Christmas gains of 0.80% tend to be better than those produced by the Santa rally.</p><p><blockquote>类似的情况也发生在标普500身上，尽管程度不同：圣诞节后0.80%的平均涨幅往往好于圣诞老人集会产生的涨幅。</blockquote></p><p> In the next few trading days, will Apple stock and the broad market perform as well as they have in prior years? We will keep monitoring price action through the year-end holiday to find out.</p><p><blockquote>在接下来的几个交易日里，苹果股票和大盘的表现是否会像往年一样好？我们将在年底假期期间持续监控价格走势，以找出答案。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: What Happens After The Santa Claus Rally?<blockquote>苹果股票：圣诞老人集会后会发生什么？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: What Happens After The Santa Claus Rally?<blockquote>苹果股票：圣诞老人集会后会发生什么？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-27 22:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Santa Claus rally? Apple investors have reasons to be more excited about what comes next. Here is what the data suggests might happen to AAPL share price in the next two weeks.</p><p><blockquote>圣诞老人集会？苹果投资者有理由对接下来发生的事情更加兴奋。以下是数据显示未来两周 AAPL 股价可能会发生的情况。</blockquote></p><p> Santa Claus almost skipped Wall Street this year. The S&amp;P 500&nbsp;dipped 3.5% between December 15 and 20, putting into question the year-end rally that some expected to see. But quickly, bullishness came flooding back, as the index jumped 4% in only three days.</p><p><blockquote>圣诞老人今年差点跳过华尔街。标普500在 12 月 15 日至 20 日期间下跌了 3.5%，这让一些人对年底的反弹产生了质疑。但很快，看涨情绪又回来了，该指数在短短三天内就上涨了 4%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f29dc35b16bd6dea058ab34fcedeaffc\" tg-width=\"1240\" tg-height=\"784\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple's Watch, iPhone and iPad in a Christmas theme.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：圣诞主题的苹果手表、iPhone和iPad。</span></p></blockquote></p><p> If the “Santa Claus rally” is real, what happens after the Christmas holiday is over? And more importantly for the Apple Maven: which way will Apple stock&nbsp;head next?</p><p><blockquote>如果 “圣诞老人集会 ”是真的，那么圣诞假期结束后会发生什么？对于苹果专家来说更重要的是：苹果股票接下来会走哪条路？</blockquote></p><p> <b>Is Santa Claus real?</b></p><p><blockquote><b>圣诞老人是真的吗？</b></blockquote></p><p> The first question to ask is whether the Santa Claus rally is even evident in the data, or simply a myth. Do stocks really tend to spike ahead of December 24?</p><p><blockquote>第一个要问的问题是，圣诞老人集会在数据中是否显而易见，或者仅仅是一个神话。股市真的会在 12 月 24 日之前飙升吗？</blockquote></p><p> There are a few different ways to approach this one. I looked first at the S&amp;P 500’s performance over any two-week period since the early 1990s. Then, I compared my findings against the market returns in the two weeks that precede the Christmas break.</p><p><blockquote>有几种不同的方法来解决这个问题。我首先研究了自 20 世纪 90 年代初以来标普500在任何两周内的表现。然后，我将我的发现与圣诞节假期前两周的市场回报进行了比较。</blockquote></p><p> It turns out that yes, the S&amp;P 500 has historically performed better during the pre-holiday period — but only minimally: average two week return of +0.54% vs. the year-round average of +0.45%. If an extra 9 basis points of performance in two weeks seems exciting enough to you, then sure, Santa Claus has been good to Wall Street.</p><p><blockquote>事实证明，是的，标普500在节前期间的历史上表现更好，但只是微乎其微：两周平均回报率为+0.54%，而全年平均回报率为+0.45%。如果两周内额外的 9 个基点表现对您来说足够令人兴奋，那么圣诞老人对华尔街来说确实很好。</blockquote></p><p> The same thing can not be said of Apple stock and its investors. For the past three decades or so, AAPL has produced outstanding average two-week returns of +1.22%. However, in the two weeks preceding Santa’s arrival, returns have been dismal: an average loss of -1.33%.</p><p><blockquote>苹果股票及其投资者就不是这样了。在过去三十年左右的时间里，AAPL 的平均两周回报率为 +1.22%。然而，在圣诞老人到来之前的两周里，回报率却惨淡：平均亏损-1.33%。</blockquote></p><p> This observation is consistent with the idea that&nbsp;the holiday period tends to be seasonally weak for Apple shares. December has only been the ninth best month of performance for Apple stock in the year since the launch of the iPhone, in 2007.</p><p><blockquote>这一观察结果与假期期间苹果股票往往季节性疲软的观点一致。自2007年推出iPhone以来，12月只是苹果股票今年表现第九好的月份。</blockquote></p><p> The most likely rationale: investors probably buy into AAPL before the big catalysts, namely the launch of the newest iPhone model in September and Black Friday. During the holiday shopping weeks, investors “sell the news” and shed some of their AAPL holdings.</p><p><blockquote>最有可能的理由是：投资者可能会在 9 月份推出最新 iPhone 机型和黑色星期五等重大催化剂之前买入 AAPL。在假日购物周期间，投资者 “抛售消息”，抛售了部分 AAPL 股票。</blockquote></p><p> <b>What next for AAPL?</b></p><p><blockquote><b>AAPL的下一步是什么？</b></blockquote></p><p> If Apple investors feel left out of Santa’s list, they should be more excited about what comes next. Since the early 1990s, Apple stock has produced an average gain of +4.83% in the two weeks following Christmas, which is well above average. This is probably a rebound effect from the traditionally dull, pre-Santa performance. See chart below.</p><p><blockquote>如果苹果投资者觉得自己被排除在圣诞老人的名单之外，他们应该对接下来会发生什么更加兴奋。自20世纪90年代初以来，苹果股票在圣诞节后的两周内平均涨幅为+4.83%，远高于平均水平。这可能是传统上沉闷的圣诞老人表演的反弹效应。见下图。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27bca749b86e2d2be63accff7a531f64\" tg-width=\"893\" tg-height=\"456\" width=\"100%\" height=\"auto\"><span>Figure 2: Pre-Santa and Post-Santa two week Returns in AAPL and SPY.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：AAPL和SPDR标普500指数ETF圣诞节前和圣诞节后两周的回报。</span></p></blockquote></p><p> Something similar happens to the S&amp;P 500, although not to the same extent: the average post-Christmas gains of 0.80% tend to be better than those produced by the Santa rally.</p><p><blockquote>类似的情况也发生在标普500身上，尽管程度不同：圣诞节后0.80%的平均涨幅往往好于圣诞老人集会产生的涨幅。</blockquote></p><p> In the next few trading days, will Apple stock and the broad market perform as well as they have in prior years? We will keep monitoring price action through the year-end holiday to find out.</p><p><blockquote>在接下来的几个交易日里，苹果股票和大盘的表现是否会像往年一样好？我们将在年底假期期间持续监控价格走势，以找出答案。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/news/apple-stock-what-happens-after-the-santa-claus-rally\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/news/apple-stock-what-happens-after-the-santa-claus-rally","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151032995","content_text":"Santa Claus rally? Apple investors have reasons to be more excited about what comes next. Here is what the data suggests might happen to AAPL share price in the next two weeks.\nSanta Claus almost skipped Wall Street this year. The S&P 500 dipped 3.5% between December 15 and 20, putting into question the year-end rally that some expected to see. But quickly, bullishness came flooding back, as the index jumped 4% in only three days.\nFigure 1: Apple's Watch, iPhone and iPad in a Christmas theme.\nIf the “Santa Claus rally” is real, what happens after the Christmas holiday is over? And more importantly for the Apple Maven: which way will Apple stock head next?\nIs Santa Claus real?\nThe first question to ask is whether the Santa Claus rally is even evident in the data, or simply a myth. Do stocks really tend to spike ahead of December 24?\nThere are a few different ways to approach this one. I looked first at the S&P 500’s performance over any two-week period since the early 1990s. Then, I compared my findings against the market returns in the two weeks that precede the Christmas break.\nIt turns out that yes, the S&P 500 has historically performed better during the pre-holiday period — but only minimally: average two week return of +0.54% vs. the year-round average of +0.45%. If an extra 9 basis points of performance in two weeks seems exciting enough to you, then sure, Santa Claus has been good to Wall Street.\nThe same thing can not be said of Apple stock and its investors. For the past three decades or so, AAPL has produced outstanding average two-week returns of +1.22%. However, in the two weeks preceding Santa’s arrival, returns have been dismal: an average loss of -1.33%.\nThis observation is consistent with the idea that the holiday period tends to be seasonally weak for Apple shares. December has only been the ninth best month of performance for Apple stock in the year since the launch of the iPhone, in 2007.\nThe most likely rationale: investors probably buy into AAPL before the big catalysts, namely the launch of the newest iPhone model in September and Black Friday. During the holiday shopping weeks, investors “sell the news” and shed some of their AAPL holdings.\nWhat next for AAPL?\nIf Apple investors feel left out of Santa’s list, they should be more excited about what comes next. Since the early 1990s, Apple stock has produced an average gain of +4.83% in the two weeks following Christmas, which is well above average. This is probably a rebound effect from the traditionally dull, pre-Santa performance. See chart below.\nFigure 2: Pre-Santa and Post-Santa two week Returns in AAPL and SPY.\nSomething similar happens to the S&P 500, although not to the same extent: the average post-Christmas gains of 0.80% tend to be better than those produced by the Santa rally.\nIn the next few trading days, will Apple stock and the broad market perform as well as they have in prior years? We will keep monitoring price action through the year-end holiday to find out.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":4234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696004218,"gmtCreate":1640569088648,"gmtModify":1640569089081,"author":{"id":"3574713327400822","authorId":"3574713327400822","name":"RichyRick","avatar":"https://static.tigerbbs.com/b86ee481aaeabbd2348ddf829e3a56fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574713327400822","authorIdStr":"3574713327400822"},"themes":[],"title":"","htmlText":"Good to know","listText":"Good to know","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696004218","repostId":"1134719314","repostType":4,"repost":{"id":"1134719314","kind":"news","pubTimestamp":1640568785,"share":"https://www.laohunote.com/m/news/1134719314?lang=zh_CN&edition=full","pubTime":"2021-12-27 09:33","market":"us","language":"en","title":"3 Top Renewable Energy Stocks for 2022<blockquote>2022 年 3 大可再生能源股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1134719314","media":"Motley Fool","summary":"Key Points\n\nSunPower is well-positioned to ride the wave of growth in residential solar.\nAtlantica S","content":"<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul>  <li>SunPower is well-positioned to ride the wave of growth in residential solar.</li>  <li>Atlantica Sustainable Infrastructure's assets are in a sweet spot, and its stock is on sale versus its peers.</li>  <li>ChargePoint could sustain a lightning-fast growth rate for several years.</li> </ul> It's been a rough few months for renewable energy stocks. Macroeconomic shifts have induced traders to sell off growth stocks in favor of value, and the green energy space specifically was hit particularly hard hit as the Build Back Better billstalled in Congress. But the industry is still growing quickly, and has always adapted to changing political conditions.</p><p><blockquote><ul><li>SunPower处于有利地位，可以乘着住宅太阳能的增长浪潮。</li><li>Atlantica Sustainable Infrastructure 的资产处于最佳状态，其股票相对于同行正在出售。</li><li>ChargePoint 可以在几年内保持闪电般的增长率。</li></ul>对于可再生能源股来说，这是艰难的几个月。宏观经济的变化促使交易员抛售成长型股票，转而追求价值，尤其是绿色能源领域受到的打击尤为严重，因为重建更好法案在国会陷入僵局。但该行业仍在快速增长，并且一直在适应不断变化的政治条件。</blockquote></p><p> As 2022 approaches, we asked three Fool.com contributors to offer their picks for top renewable energy stocks to buy for next year. They found&nbsp;<a href=\"https://laohu8.com/S/SPWR\"><b>SunPower</b></a>,&nbsp;<a href=\"https://laohu8.com/S/AY\"><b>Atlantica Sustainable Infrastructure</b></a>, and&nbsp;<a href=\"https://laohu8.com/S/CHPT\"><b>ChargePoint Holdings</b></a>&nbsp;to be a cut above the rest.</p><p><blockquote>随着 2022 年的临近，我们请三位 Fool.com 撰稿人提供他们对明年最值得购买的可再生能源股票的选择。他们发现<a href=\"https://laohu8.com/S/SPWR\"><b>太阳能</b></a>, <a href=\"https://laohu8.com/S/AY\"><b>大西洋可持续基础设施</b></a>，和<a href=\"https://laohu8.com/S/CHPT\"><b>ChargePoint控股</b></a>比其他人高出一截。</blockquote></p><p> <b>Travis Hoium(SunPower):</b>In 2021, I think we saw a shift in how consumers see electricity markets and their own energy independence. Not only are residential solar installations in the U.S. at record highs, an increasing percentage of customers are also adding energy storage and EV charging to their installations. This plays to SunPower's strengths as an energy solutions company.</p><p><blockquote><b>特拉维斯·霍伊姆（阳光电力）：</b>2021 年，我认为我们看到消费者对电力市场和自身能源独立性的看法发生了转变。不仅美国住宅太阳能安装量创历史新高，越来越多的客户还在其安装中添加储能和电动汽车充电。这发挥了 SunPower 作为能源解决方案公司的优势。</blockquote></p><p> SunPower has shed its solar module manufacturing business, its utility-scale solar business, and is in the process of finding strategic alternatives for its commercial solar business. That leaves its focus squarely on residential solar, and it shows. Its non-GAAP gross margin per watt for residential projects jumped from $0.46 to $0.69 over the past year. At the same time, its net recourse debt declined from $428 million to $154 million.</p><p><blockquote>SunPower 已剥离其太阳能组件制造业务、公用事业规模太阳能业务，并正在为其商业太阳能业务寻找战略替代方案。这使得其重点完全集中在住宅太阳能上，这一点也很明显。去年，其住宅项目的非 GAAP 每瓦毛利率从 0.46 美元跃升至 0.69 美元。与此同时，其净追索权债务从 4.28 亿美元下降至 1.54 亿美元。</blockquote></p><p> Fewer subsidies may be bad newsfor solar energy companies, but that won't halt the industry's growth nor will it eliminate people's desire to buy rooftop solar systems or EV chargers. I think SunPower is well-positioned to ride the coming wave of growth, and that's why I think 2022 will be a great year for the stock.</p><p><blockquote>对于太阳能公司来说，补贴减少可能是坏消息，但这不会阻止该行业的增长，也不会消除人们购买屋顶太阳能系统或电动汽车充电器的愿望。我认为 SunPower 处于有利地位，能够驾驭即将到来的增长浪潮，这就是为什么我认为 2022 年对于该股来说将是伟大的一年。</blockquote></p><p> <b>Howard Smith(Atlantica Sustainable Infrastructure)</b>: Nations and businesses around the world are increasingly investing in renewable energy infrastructure. As that infrastructure grows, so too do the power purchase agreements that companies are signing with owners of those assets to bolster sustainability initiatives. The majority of Atlantica Sustainable's power generation comes from renewable energy, but it also has efficient natural gas plants and owns electricity transmission lines and water desalination facilities.</p><p><blockquote><b>霍华德·史密斯（大西洋可持续基础设施）</b>：世界各地的国家和企业越来越多地投资于可再生能源基础设施。随着基础设施的发展，公司与这些资产所有者签署的购电协议也在发展，以支持可持续发展计划。Atlantica Sustainable 的大部分发电来自可再生能源，但它也拥有高效的天然气工厂，并拥有输电线路和海水淡化设施。</blockquote></p><p> Most of its renewable energy comes from solar assets, and all of those are generating revenues under long-term contracts. For investors, that means the company's dividend, which at current share prices yields around 4.8%, should be reliable. In fact, over the first nine months of 2021, its cash available for distribution increased 12.9% year over year. Its revenues grew 8.4% in the same period, excluding foreign currency impacts and a non-recurring project.</p><p><blockquote>其大部分可再生能源来自太阳能资产，所有这些资产都根据长期合同产生收入。对于投资者来说，这意味着该公司的股息（按当前股价计算收益率约为 4.8%）应该是可靠的。事实上，2021年前9个月，其可供分配的现金同比增长12.9%。同期，其收入增长了 8.4%，不包括外汇影响和一个非经常性项目。</blockquote></p><p> Renewables contributed 77% of Atlantica's revenue through Sept. 30. In addition to North America, the company has assets in South America, Europe, the Middle East, and Africa. But the vast majority of its 2021 new investments have been in North America. Thanks to the recently enacted infrastructure bill and the potential passage of legislation routing additional funds to U.S. renewable energy development, there should be no lack of assets with which to grow in coming years.</p><p><blockquote>截至 9 月 30 日，可再生能源贡献了 Atlantica 77% 的收入。除北美外，该公司还在南美、欧洲、中东和非洲拥有资产。但其 2021 年的绝大多数新投资都在北美。由于最近颁布的基础设施法案以及可能通过的将额外资金用于美国可再生能源开发的立法，未来几年应该不会缺乏可增长的资产。</blockquote></p><p> Atlantica Sustainable also looks like a good value compared to its peers right now. The charts below show itsdividend yieldexceeds that of two other renewable energy asset owners, and it trades at a more favorable valuation.</p><p><blockquote>与目前的同行相比，Atlantica Sustainable 看起来也物有所值。下图显示其股息收益率超过了其他两家可再生能源资产所有者，并且其交易估值更有利。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/36f6c35975406c560a29e97949abff9e\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">DATA BYYCHARTS</p><p><blockquote>数据来源：YCharts</blockquote></p><p> Through 2025, the company expects 73% of its cash available for distribution to come from renewable assets, and geographically, almost half will come from North America. Given the company's assets and investments in a region that has committed to growing its renewable energy sources, this is a good time to own Atlantica Sustainable Infrastructure.</p><p><blockquote>到 2025 年，该公司预计可用于分配的现金的 73% 将来自可再生资产，从地域上看，近一半将来自北美。鉴于该公司在致力于发展可再生能源的地区的资产和投资，现在是拥有Atlantica可持续基础设施的好时机。</blockquote></p><p></p><p> <b>Daniel Foelber&nbsp;(ChargePoint Holdings):</b>If you step back and think about the ongoing national transition from vehicles powered by internal combustion to those powered by electricity, it quickly becomes clear the U.S. is going to need far more electric vehicle (EV) chargers. That's why $7.5 billion of President Biden's Infrastructure Investment and Jobs Actis earmarked for expanding the nation's EV chargingcapabilities. Like many industries dependent on hardware and high costs, the risk for businesses in this space is that EV chargers will become commoditized, and that businesses and consumers will simply choose the providers that offer the lowest-cost solutions.</p><p><blockquote><b>Daniel Foelber（ChargePoint Holdings）：</b>如果你退后一步，想想美国正在进行的从内燃机汽车向电动汽车的转型，很快就会发现美国将需要更多的电动汽车（EV）充电器。这就是为什么拜登总统的 75 亿美元基础设施投资和 Actis 专门用于扩大国家电动汽车充电能力。与许多依赖硬件和高成本的行业一样，该领域企业面临的风险是电动汽车充电器将变得商品化，企业和消费者将简单地选择提供最低成本解决方案的提供商。</blockquote></p><p> ChargePoint can't bypass this risk, but it has done a great job building a vertically integrated, capital-light business, and it's nowthe U.S. leaderin its niche. In the case of ChargePoint, \"capital-light\" means that it doesn't need to spend heavily to grow its revenue because it sells its hardware upfront. Over time, its growing charging network should generate greater recurring revenue through software subscriptions. But for now, subscriptions account for less than 30% of total revenue.</p><p><blockquote>ChargePoint 无法规避这种风险，但它在建立垂直整合、轻资本业务方面做得很好，现在是美国该领域的领导者。就ChargePoint而言，“轻资本”意味着它不需要大量支出来增加收入，因为它预先出售硬件。随着时间的推移，其不断增长的充电网络应该会通过软件订阅产生更多的经常性收入。但就目前而言，订阅占总收入的比例还不到30%。</blockquote></p><p> ChargePoint expects its business to grow in lockstep with U.S. EV sales. Despite their growth, so far, EVs are only on course to account for 4% of U.S. car sales in 2021, compared to 9% in China and 14% in Europe. That leaves plenty of room for ChargePoint's business to scale and reach profitability.</p><p><blockquote>ChargePoint 预计其业务将与美国电动汽车销量同步增长。尽管电动汽车有所增长，但到目前为止，到 2021 年，电动汽车仅占美国汽车销量的 4%，而中国为 9%，欧洲为 14%。这为 ChargePoint 的业务扩大规模并实现盈利留下了足够的空间。</blockquote></p><p> As ChargePoint waits for EV adoption to accelerate, it has built a larger and more sophisticated network of charging ports. As of Oct. 31, it had 163,000 activated ports around the world, roughly 7% of which are DC fast-charging ports.&nbsp;For comparison, consider that the&nbsp;<b>Tesla</b>&nbsp;Supercharger network consists of just over 30,000 fast-charging ports.</p><p><blockquote>在ChargePoint等待电动汽车加速普及的同时，它建立了一个更大、更复杂的充电端口网络。截至 10 月 31 日，它在全球拥有 163,000 个激活端口，其中约 7% 是直流快速充电端口。相比之下，请考虑<b>特斯拉</b>增压器网络由30,000多个快速充电端口组成。</blockquote></p><p> Management has forecast that ChargePoint will finish its fiscal 2022 (which ends on Jan. 31) with annual revenues of between $235 million and $240 million -- up more than 60% from fiscal 2021. Also impressive is the company's non-GAAP gross margin, which was 27% in the fiscal third quarter compared to 20% in the prior-year period. ChargePoint stands out as a fast-growing business that willflex its industry-leading position to pull away from the competition.</p><p><blockquote>管理层预测，ChargePoint 将在 2022 财年（截至 1 月 31 日）结束时实现年收入在 2.35 亿美元至 2.4 亿美元之间，比 2021 财年增长 60% 以上。同样令人印象深刻的是该公司的非 GAAP 毛利率，第三财季为 27%，而去年同期为 20%。ChargePoint 是一家快速增长的企业，它将利用其行业领先地位从竞争中脱颖而出。</blockquote></p><p> Renewable energy stocksmay not be ending 2021 on a high note, but that doesn't mean the long-term trends aren't heading in the right direction. Wind, solar, and EVs are all growing, and that should help these stocks outperform the market in the years to come.</p><p><blockquote>可再生能源股在 2021 年结束时可能不会表现良好，但这并不意味着长期趋势没有朝着正确的方向发展。风能、太阳能和电动汽车都在增长，这应该有助于这些股票在未来几年跑赢市场。</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>3 Top Renewable Energy Stocks for 2022<blockquote>2022 年 3 大可再生能源股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Top Renewable Energy Stocks for 2022<blockquote>2022 年 3 大可再生能源股票</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\">2021-12-27 09:33</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul>  <li>SunPower is well-positioned to ride the wave of growth in residential solar.</li>  <li>Atlantica Sustainable Infrastructure's assets are in a sweet spot, and its stock is on sale versus its peers.</li>  <li>ChargePoint could sustain a lightning-fast growth rate for several years.</li> </ul> It's been a rough few months for renewable energy stocks. Macroeconomic shifts have induced traders to sell off growth stocks in favor of value, and the green energy space specifically was hit particularly hard hit as the Build Back Better billstalled in Congress. But the industry is still growing quickly, and has always adapted to changing political conditions.</p><p><blockquote><ul><li>SunPower处于有利地位，可以乘着住宅太阳能的增长浪潮。</li><li>Atlantica Sustainable Infrastructure 的资产处于最佳状态，其股票相对于同行正在出售。</li><li>ChargePoint 可以在几年内保持闪电般的增长率。</li></ul>对于可再生能源股来说，这是艰难的几个月。宏观经济的变化促使交易员抛售成长型股票，转而追求价值，尤其是绿色能源领域受到的打击尤为严重，因为重建更好法案在国会陷入僵局。但该行业仍在快速增长，并且一直在适应不断变化的政治条件。</blockquote></p><p> As 2022 approaches, we asked three Fool.com contributors to offer their picks for top renewable energy stocks to buy for next year. They found&nbsp;<a href=\"https://laohu8.com/S/SPWR\"><b>SunPower</b></a>,&nbsp;<a href=\"https://laohu8.com/S/AY\"><b>Atlantica Sustainable Infrastructure</b></a>, and&nbsp;<a href=\"https://laohu8.com/S/CHPT\"><b>ChargePoint Holdings</b></a>&nbsp;to be a cut above the rest.</p><p><blockquote>随着 2022 年的临近，我们请三位 Fool.com 撰稿人提供他们对明年最值得购买的可再生能源股票的选择。他们发现<a href=\"https://laohu8.com/S/SPWR\"><b>太阳能</b></a>, <a href=\"https://laohu8.com/S/AY\"><b>大西洋可持续基础设施</b></a>，和<a href=\"https://laohu8.com/S/CHPT\"><b>ChargePoint控股</b></a>比其他人高出一截。</blockquote></p><p> <b>Travis Hoium(SunPower):</b>In 2021, I think we saw a shift in how consumers see electricity markets and their own energy independence. Not only are residential solar installations in the U.S. at record highs, an increasing percentage of customers are also adding energy storage and EV charging to their installations. This plays to SunPower's strengths as an energy solutions company.</p><p><blockquote><b>特拉维斯·霍伊姆（阳光电力）：</b>2021 年，我认为我们看到消费者对电力市场和自身能源独立性的看法发生了转变。不仅美国住宅太阳能安装量创历史新高，越来越多的客户还在其安装中添加储能和电动汽车充电。这发挥了 SunPower 作为能源解决方案公司的优势。</blockquote></p><p> SunPower has shed its solar module manufacturing business, its utility-scale solar business, and is in the process of finding strategic alternatives for its commercial solar business. That leaves its focus squarely on residential solar, and it shows. Its non-GAAP gross margin per watt for residential projects jumped from $0.46 to $0.69 over the past year. At the same time, its net recourse debt declined from $428 million to $154 million.</p><p><blockquote>SunPower 已剥离其太阳能组件制造业务、公用事业规模太阳能业务，并正在为其商业太阳能业务寻找战略替代方案。这使得其重点完全集中在住宅太阳能上，这一点也很明显。去年，其住宅项目的非 GAAP 每瓦毛利率从 0.46 美元跃升至 0.69 美元。与此同时，其净追索权债务从 4.28 亿美元下降至 1.54 亿美元。</blockquote></p><p> Fewer subsidies may be bad newsfor solar energy companies, but that won't halt the industry's growth nor will it eliminate people's desire to buy rooftop solar systems or EV chargers. I think SunPower is well-positioned to ride the coming wave of growth, and that's why I think 2022 will be a great year for the stock.</p><p><blockquote>对于太阳能公司来说，补贴减少可能是坏消息，但这不会阻止该行业的增长，也不会消除人们购买屋顶太阳能系统或电动汽车充电器的愿望。我认为 SunPower 处于有利地位，能够驾驭即将到来的增长浪潮，这就是为什么我认为 2022 年对于该股来说将是伟大的一年。</blockquote></p><p> <b>Howard Smith(Atlantica Sustainable Infrastructure)</b>: Nations and businesses around the world are increasingly investing in renewable energy infrastructure. As that infrastructure grows, so too do the power purchase agreements that companies are signing with owners of those assets to bolster sustainability initiatives. The majority of Atlantica Sustainable's power generation comes from renewable energy, but it also has efficient natural gas plants and owns electricity transmission lines and water desalination facilities.</p><p><blockquote><b>霍华德·史密斯（大西洋可持续基础设施）</b>：世界各地的国家和企业越来越多地投资于可再生能源基础设施。随着基础设施的发展，公司与这些资产所有者签署的购电协议也在发展，以支持可持续发展计划。Atlantica Sustainable 的大部分发电来自可再生能源，但它也拥有高效的天然气工厂，并拥有输电线路和海水淡化设施。</blockquote></p><p> Most of its renewable energy comes from solar assets, and all of those are generating revenues under long-term contracts. For investors, that means the company's dividend, which at current share prices yields around 4.8%, should be reliable. In fact, over the first nine months of 2021, its cash available for distribution increased 12.9% year over year. Its revenues grew 8.4% in the same period, excluding foreign currency impacts and a non-recurring project.</p><p><blockquote>其大部分可再生能源来自太阳能资产，所有这些资产都根据长期合同产生收入。对于投资者来说，这意味着该公司的股息（按当前股价计算收益率约为 4.8%）应该是可靠的。事实上，2021年前9个月，其可供分配的现金同比增长12.9%。同期，其收入增长了 8.4%，不包括外汇影响和一个非经常性项目。</blockquote></p><p> Renewables contributed 77% of Atlantica's revenue through Sept. 30. In addition to North America, the company has assets in South America, Europe, the Middle East, and Africa. But the vast majority of its 2021 new investments have been in North America. Thanks to the recently enacted infrastructure bill and the potential passage of legislation routing additional funds to U.S. renewable energy development, there should be no lack of assets with which to grow in coming years.</p><p><blockquote>截至 9 月 30 日，可再生能源贡献了 Atlantica 77% 的收入。除北美外，该公司还在南美、欧洲、中东和非洲拥有资产。但其 2021 年的绝大多数新投资都在北美。由于最近颁布的基础设施法案以及可能通过的将额外资金用于美国可再生能源开发的立法，未来几年应该不会缺乏可增长的资产。</blockquote></p><p> Atlantica Sustainable also looks like a good value compared to its peers right now. The charts below show itsdividend yieldexceeds that of two other renewable energy asset owners, and it trades at a more favorable valuation.</p><p><blockquote>与目前的同行相比，Atlantica Sustainable 看起来也物有所值。下图显示其股息收益率超过了其他两家可再生能源资产所有者，并且其交易估值更有利。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/36f6c35975406c560a29e97949abff9e\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">DATA BYYCHARTS</p><p><blockquote>数据来源：YCharts</blockquote></p><p> Through 2025, the company expects 73% of its cash available for distribution to come from renewable assets, and geographically, almost half will come from North America. Given the company's assets and investments in a region that has committed to growing its renewable energy sources, this is a good time to own Atlantica Sustainable Infrastructure.</p><p><blockquote>到 2025 年，该公司预计可用于分配的现金的 73% 将来自可再生资产，从地域上看，近一半将来自北美。鉴于该公司在致力于发展可再生能源的地区的资产和投资，现在是拥有Atlantica可持续基础设施的好时机。</blockquote></p><p></p><p> <b>Daniel Foelber&nbsp;(ChargePoint Holdings):</b>If you step back and think about the ongoing national transition from vehicles powered by internal combustion to those powered by electricity, it quickly becomes clear the U.S. is going to need far more electric vehicle (EV) chargers. That's why $7.5 billion of President Biden's Infrastructure Investment and Jobs Actis earmarked for expanding the nation's EV chargingcapabilities. Like many industries dependent on hardware and high costs, the risk for businesses in this space is that EV chargers will become commoditized, and that businesses and consumers will simply choose the providers that offer the lowest-cost solutions.</p><p><blockquote><b>Daniel Foelber（ChargePoint Holdings）：</b>如果你退后一步，想想美国正在进行的从内燃机汽车向电动汽车的转型，很快就会发现美国将需要更多的电动汽车（EV）充电器。这就是为什么拜登总统的 75 亿美元基础设施投资和 Actis 专门用于扩大国家电动汽车充电能力。与许多依赖硬件和高成本的行业一样，该领域企业面临的风险是电动汽车充电器将变得商品化，企业和消费者将简单地选择提供最低成本解决方案的提供商。</blockquote></p><p> ChargePoint can't bypass this risk, but it has done a great job building a vertically integrated, capital-light business, and it's nowthe U.S. leaderin its niche. In the case of ChargePoint, \"capital-light\" means that it doesn't need to spend heavily to grow its revenue because it sells its hardware upfront. Over time, its growing charging network should generate greater recurring revenue through software subscriptions. But for now, subscriptions account for less than 30% of total revenue.</p><p><blockquote>ChargePoint 无法规避这种风险，但它在建立垂直整合、轻资本业务方面做得很好，现在是美国该领域的领导者。就ChargePoint而言，“轻资本”意味着它不需要大量支出来增加收入，因为它预先出售硬件。随着时间的推移，其不断增长的充电网络应该会通过软件订阅产生更多的经常性收入。但就目前而言，订阅占总收入的比例还不到30%。</blockquote></p><p> ChargePoint expects its business to grow in lockstep with U.S. EV sales. Despite their growth, so far, EVs are only on course to account for 4% of U.S. car sales in 2021, compared to 9% in China and 14% in Europe. That leaves plenty of room for ChargePoint's business to scale and reach profitability.</p><p><blockquote>ChargePoint 预计其业务将与美国电动汽车销量同步增长。尽管电动汽车有所增长，但到目前为止，到 2021 年，电动汽车仅占美国汽车销量的 4%，而中国为 9%，欧洲为 14%。这为 ChargePoint 的业务扩大规模并实现盈利留下了足够的空间。</blockquote></p><p> As ChargePoint waits for EV adoption to accelerate, it has built a larger and more sophisticated network of charging ports. As of Oct. 31, it had 163,000 activated ports around the world, roughly 7% of which are DC fast-charging ports.&nbsp;For comparison, consider that the&nbsp;<b>Tesla</b>&nbsp;Supercharger network consists of just over 30,000 fast-charging ports.</p><p><blockquote>在ChargePoint等待电动汽车加速普及的同时，它建立了一个更大、更复杂的充电端口网络。截至 10 月 31 日，它在全球拥有 163,000 个激活端口，其中约 7% 是直流快速充电端口。相比之下，请考虑<b>特斯拉</b>增压器网络由30,000多个快速充电端口组成。</blockquote></p><p> Management has forecast that ChargePoint will finish its fiscal 2022 (which ends on Jan. 31) with annual revenues of between $235 million and $240 million -- up more than 60% from fiscal 2021. Also impressive is the company's non-GAAP gross margin, which was 27% in the fiscal third quarter compared to 20% in the prior-year period. ChargePoint stands out as a fast-growing business that willflex its industry-leading position to pull away from the competition.</p><p><blockquote>管理层预测，ChargePoint 将在 2022 财年（截至 1 月 31 日）结束时实现年收入在 2.35 亿美元至 2.4 亿美元之间，比 2021 财年增长 60% 以上。同样令人印象深刻的是该公司的非 GAAP 毛利率，第三财季为 27%，而去年同期为 20%。ChargePoint 是一家快速增长的企业，它将利用其行业领先地位从竞争中脱颖而出。</blockquote></p><p> Renewable energy stocksmay not be ending 2021 on a high note, but that doesn't mean the long-term trends aren't heading in the right direction. Wind, solar, and EVs are all growing, and that should help these stocks outperform the market in the years to come.</p><p><blockquote>可再生能源股在 2021 年结束时可能不会表现良好，但这并不意味着长期趋势没有朝着正确的方向发展。风能、太阳能和电动汽车都在增长，这应该有助于这些股票在未来几年跑赢市场。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/26/3-top-renewable-energy-stocks-for-2022/\">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":{"SPWR":"Sunpower Inc.","CHPT":"ChargePoint Holdings Inc."},"source_url":"https://www.fool.com/investing/2021/12/26/3-top-renewable-energy-stocks-for-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134719314","content_text":"Key Points\n\nSunPower is well-positioned to ride the wave of growth in residential solar.\nAtlantica Sustainable Infrastructure's assets are in a sweet spot, and its stock is on sale versus its peers.\nChargePoint could sustain a lightning-fast growth rate for several years.\n\nIt's been a rough few months for renewable energy stocks. Macroeconomic shifts have induced traders to sell off growth stocks in favor of value, and the green energy space specifically was hit particularly hard hit as the Build Back Better billstalled in Congress. But the industry is still growing quickly, and has always adapted to changing political conditions.\nAs 2022 approaches, we asked three Fool.com contributors to offer their picks for top renewable energy stocks to buy for next year. They found SunPower, Atlantica Sustainable Infrastructure, and ChargePoint Holdings to be a cut above the rest.\nTravis Hoium(SunPower):In 2021, I think we saw a shift in how consumers see electricity markets and their own energy independence. Not only are residential solar installations in the U.S. at record highs, an increasing percentage of customers are also adding energy storage and EV charging to their installations. This plays to SunPower's strengths as an energy solutions company.\nSunPower has shed its solar module manufacturing business, its utility-scale solar business, and is in the process of finding strategic alternatives for its commercial solar business. That leaves its focus squarely on residential solar, and it shows. Its non-GAAP gross margin per watt for residential projects jumped from $0.46 to $0.69 over the past year. At the same time, its net recourse debt declined from $428 million to $154 million.\nFewer subsidies may be bad newsfor solar energy companies, but that won't halt the industry's growth nor will it eliminate people's desire to buy rooftop solar systems or EV chargers. I think SunPower is well-positioned to ride the coming wave of growth, and that's why I think 2022 will be a great year for the stock.\nHoward Smith(Atlantica Sustainable Infrastructure): Nations and businesses around the world are increasingly investing in renewable energy infrastructure. As that infrastructure grows, so too do the power purchase agreements that companies are signing with owners of those assets to bolster sustainability initiatives. The majority of Atlantica Sustainable's power generation comes from renewable energy, but it also has efficient natural gas plants and owns electricity transmission lines and water desalination facilities.\nMost of its renewable energy comes from solar assets, and all of those are generating revenues under long-term contracts. For investors, that means the company's dividend, which at current share prices yields around 4.8%, should be reliable. In fact, over the first nine months of 2021, its cash available for distribution increased 12.9% year over year. Its revenues grew 8.4% in the same period, excluding foreign currency impacts and a non-recurring project.\nRenewables contributed 77% of Atlantica's revenue through Sept. 30. In addition to North America, the company has assets in South America, Europe, the Middle East, and Africa. But the vast majority of its 2021 new investments have been in North America. Thanks to the recently enacted infrastructure bill and the potential passage of legislation routing additional funds to U.S. renewable energy development, there should be no lack of assets with which to grow in coming years.\nAtlantica Sustainable also looks like a good value compared to its peers right now. The charts below show itsdividend yieldexceeds that of two other renewable energy asset owners, and it trades at a more favorable valuation.\nDATA BYYCHARTS\nThrough 2025, the company expects 73% of its cash available for distribution to come from renewable assets, and geographically, almost half will come from North America. Given the company's assets and investments in a region that has committed to growing its renewable energy sources, this is a good time to own Atlantica Sustainable Infrastructure.\nDaniel Foelber (ChargePoint Holdings):If you step back and think about the ongoing national transition from vehicles powered by internal combustion to those powered by electricity, it quickly becomes clear the U.S. is going to need far more electric vehicle (EV) chargers. That's why $7.5 billion of President Biden's Infrastructure Investment and Jobs Actis earmarked for expanding the nation's EV chargingcapabilities. Like many industries dependent on hardware and high costs, the risk for businesses in this space is that EV chargers will become commoditized, and that businesses and consumers will simply choose the providers that offer the lowest-cost solutions.\nChargePoint can't bypass this risk, but it has done a great job building a vertically integrated, capital-light business, and it's nowthe U.S. leaderin its niche. In the case of ChargePoint, \"capital-light\" means that it doesn't need to spend heavily to grow its revenue because it sells its hardware upfront. Over time, its growing charging network should generate greater recurring revenue through software subscriptions. But for now, subscriptions account for less than 30% of total revenue.\nChargePoint expects its business to grow in lockstep with U.S. EV sales. Despite their growth, so far, EVs are only on course to account for 4% of U.S. car sales in 2021, compared to 9% in China and 14% in Europe. That leaves plenty of room for ChargePoint's business to scale and reach profitability.\nAs ChargePoint waits for EV adoption to accelerate, it has built a larger and more sophisticated network of charging ports. As of Oct. 31, it had 163,000 activated ports around the world, roughly 7% of which are DC fast-charging ports. For comparison, consider that the Tesla Supercharger network consists of just over 30,000 fast-charging ports.\nManagement has forecast that ChargePoint will finish its fiscal 2022 (which ends on Jan. 31) with annual revenues of between $235 million and $240 million -- up more than 60% from fiscal 2021. Also impressive is the company's non-GAAP gross margin, which was 27% in the fiscal third quarter compared to 20% in the prior-year period. ChargePoint stands out as a fast-growing business that willflex its industry-leading position to pull away from the competition.\nRenewable energy stocksmay not be ending 2021 on a high note, but that doesn't mean the long-term trends aren't heading in the right direction. Wind, solar, and EVs are all growing, and that should help these stocks outperform the market in the years to come.","news_type":1,"symbols_score_info":{"SPWR":0.9,"CHPT":0.9,"AY":0.9}},"isVote":1,"tweetType":1,"viewCount":4495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698541416,"gmtCreate":1640479605627,"gmtModify":1640479605994,"author":{"id":"3574713327400822","authorId":"3574713327400822","name":"RichyRick","avatar":"https://static.tigerbbs.com/b86ee481aaeabbd2348ddf829e3a56fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574713327400822","authorIdStr":"3574713327400822"},"themes":[],"title":"","htmlText":"Good to know","listText":"Good to know","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698541416","repostId":"2193317305","repostType":4,"isVote":1,"tweetType":1,"viewCount":4163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698973229,"gmtCreate":1640297214863,"gmtModify":1640297216412,"author":{"id":"3574713327400822","authorId":"3574713327400822","name":"RichyRick","avatar":"https://static.tigerbbs.com/b86ee481aaeabbd2348ddf829e3a56fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574713327400822","authorIdStr":"3574713327400822"},"themes":[],"title":"","htmlText":"Good to know","listText":"Good to know","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698973229","repostId":"2193063143","repostType":4,"isVote":1,"tweetType":1,"viewCount":5679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691943463,"gmtCreate":1640130561862,"gmtModify":1640130562221,"author":{"id":"3574713327400822","authorId":"3574713327400822","name":"RichyRick","avatar":"https://static.tigerbbs.com/b86ee481aaeabbd2348ddf829e3a56fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574713327400822","authorIdStr":"3574713327400822"},"themes":[],"title":"","htmlText":"Good to know","listText":"Good to know","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691943463","repostId":"2193156023","repostType":4,"isVote":1,"tweetType":1,"viewCount":4239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693930929,"gmtCreate":1639958741919,"gmtModify":1639958742270,"author":{"id":"3574713327400822","authorId":"3574713327400822","name":"RichyRick","avatar":"https://static.tigerbbs.com/b86ee481aaeabbd2348ddf829e3a56fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574713327400822","authorIdStr":"3574713327400822"},"themes":[],"title":"","htmlText":"Good to know","listText":"Good to know","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693930929","repostId":"2192708619","repostType":4,"repost":{"id":"2192708619","kind":"highlight","pubTimestamp":1639954209,"share":"https://www.laohunote.com/m/news/2192708619?lang=zh_CN&edition=full","pubTime":"2021-12-20 06:50","market":"us","language":"en","title":"Cathie Wood says stocks have corrected into 'deep value territory' and won't let benchmarks 'hold our strategies hostage'<blockquote>凯西·伍德表示，股市已回调至“深度价值区域”，不会让基准“挟持我们的策略”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2192708619","media":"MarketWatch","summary":"ARK Invest founder Cathie Wood offered the latest defense of the once-highflying, disruptive innovat","content":"<p>ARK Invest founder Cathie Wood offered the latest defense of the once-highflying, disruptive innovation strategies that had made her suite of exchange-traded funds among the most popular, and best-performing, on Wall Street in 2020.</p><p><blockquote>ARK Invest 创始人凯西·伍德 (Cathie Wood) 为曾经高歌猛进的颠覆性创新战略进行了最新辩护，这些战略使她的交易所交易基金套件成为 2020 年华尔街最受欢迎、表现最好的基金之一。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e17c2568a6dc81e7e3573ede78dcfb0\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Patrick T. Fallon/AFP/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>帕特里克·T·法伦/法新社/盖蒂图片社</span></p></blockquote></p><p> In a Friday evening blog post, Wood said that despite a brutal stretch that has compelled the operators of the ARK Invest ETFs, including the flagship Ark Innovation&nbsp;fund, to do some soul-searching, the fund manager is sticking to her game plan.</p><p><blockquote>伍德在周五晚上的一篇博客文章中表示，尽管经历了一段残酷的时期，迫使 Ark Invest ETF 的运营商（包括旗舰 Ark Innovation fund）进行一些反省，但该基金经理仍坚持她的游戏计划。</blockquote></p><p>   “‘With a five-year investment time horizon, our forecasts for these platforms suggest that our strategies today could deliver a 30-40% compound annual rate of return during the next five years.’”  “We won’t let benchmarks and tracking errors hold our strategies hostage to the existing world order,” Wood wrote. She described the success of the ARK ETFs as one not solely bolstered by fervor for “stay at home” investment opportunities, amid the COVID pandemic, but rooted in identifying paradigm-shifting innovation, from blockchain and bitcoin&nbsp;to electric vehicles.</p><p><blockquote>“我们对这些平台的投资期限为五年，我们的预测表明，我们目前的策略在未来五年内可实现 30-40% 的复合年回报率。“伍德写道：”我们不会让基准和跟踪误差成为我们战略的人质。她认为，ARK ETF 的成功不仅得益于在 COVID 大流行期间人们对 “足不出户 ”投资机会的热情，而且还植根于识别从区块链和比特币到电动汽车的范式转变创新。</blockquote></p><p> “Critical to investment success will be moving to the right side of change, avoiding industries and companies caught in the crosshairs of ‘creative destruction’ and embracing those on the leading edge of ‘disruptive innovation,'” Wood wrote.</p><p><blockquote>“伍德写道：”投资成功的关键在于走向变革的正确一边，避开陷入'创造性破坏'十字路口的行业和公司，拥抱那些处于'颠覆性创新'前沿的行业和公司。</blockquote></p><p> On Friday, ARK Innovation ended the session up nearly 6% and produced its second straight sharp weekly gain, up 1.1%, following a 1.8% advance in the prior week. The advance for ARK Innovation still leaves the actively managed fund down nearly 22% in the year to date, as the broader S&amp;P 500,the Dow Jones Industrial Average&nbsp;and the technology Nasdaq Composite Index&nbsp;have faced whipsawing volatility derived primarily from concerns about more transmissible strains of COVID, surging inflation and global monetary policy’s reaction to those pricing pressures. Year-to-date the S&amp;P 500 index is up 864.57 points or 23.02%.</p><p><blockquote>周五，ARK Innovation 收盘上涨近 6%，连续第二周大幅上涨 1.1%，此前一周上涨 1.8%。今年迄今为止，ARK Innovation 的上涨仍导致这只主动管理型基金下跌近 22%，因为更广泛的标准普尔 500 指数、道琼斯工业平均指数和纳斯达克科技综合指数都面临着剧烈的波动，这主要源于对更容易传播的 COVID 病毒株、飙升的通货膨胀以及全球货币政策对这些定价压力的反应的担忧。今年迄今，标普500指数上涨864.57点，涨幅23.02%。</blockquote></p><p> ARK’s seven ETFs returned an average of 141% in 2020, on the back of gains from companies such as&nbsp;<b>Tesla Inc.</b>,and&nbsp;<b>Teladoc Health Inc</b>.,&nbsp;making Wood the toast of Wall Street. But those funds, focused primarily on companies that aren’t yet profitable, have been limping lower since hitting a peak back in February, and their woeful performance has raised questions about the prospects for the ETFs in the months and years to come.</p><p><blockquote>ARK 的七只 ETF 在 2020 年的平均回报率为 141%，这得益于以下公司的收益。<b>特斯拉公司。</b>,和<b>泰拉多克健康公司</b>.，让木材成为华尔街的烤面包。但这些主要投资于尚未盈利的公司的基金，自 2 月份达到峰值以来一直在走低，其糟糕的表现让人对 ETF 未来几个月和几年的前景产生了质疑。</blockquote></p><p> Wood urged investors to maintain their support of the ARK complex and said that maintaining a long-term, five-year time horizon would be the best way to judge the fund manager’s true performance.</p><p><blockquote>伍德敦促投资者继续支持方舟综合体，并表示维持五年的长期时间范围将是判断基金经理真实业绩的最佳方式。</blockquote></p><p> “With a five-year investment time horizon, our forecasts for these platforms suggest that our strategies today could deliver a 30-40% compound annual rate of return during the next five years,” the ARK CEO wrote.</p><p><blockquote>“方舟首席执行官写道：”在五年的投资期限内，我们对这些平台的预测表明，我们目前的策略可以在未来五年内实现 30-40% 的复合年回报率。</blockquote></p><p> “In other words, if our research is correct—and I believe that our research on innovation is the best in the financial world—then our strategies will triple to quintuple in value over the next five years,”&nbsp;Wood added.</p><p><blockquote>“换句话说，如果我们的研究是正确的--我相信我们对创新的研究是金融界最好的--那么在未来五年内，我们的战略价值将增加两到五倍，”伍德补充道。</blockquote></p><p> The ARK founder also made the case that the Nasdaq and S&amp;P 500 could be the bigger disappointment to return-eager investors in the longer-term because they are more overvalued than the disruptive investments that comprise her funds.</p><p><blockquote>这位方舟创始人还表示，从长远来看，纳斯达克和标普500可能会让渴望回报的投资者更失望，因为它们比构成她基金的颠覆性投资更被高估。</blockquote></p><p> “Unlike many innovation-related stocks, equity benchmarks are selling at record high prices and near record high valuations, 26x for the S&amp;P 500 and 127x for the Nasdaq on a trailing twelve-month basis,” Wood wrote.</p><p><blockquote>“伍德写道：”与许多与创新相关的股票不同，股票基准正以创纪录的高价和接近创纪录的高估值出售，过去 12 个月标普500的估值是 26 倍，纳斯达克的估值是 127 倍。</blockquote></p><p> She said that the “five major innovation platforms which involve 14 technologies are likely to transform the existing world order and that so-called tried and true investment strategies “will disappoint during the next five to ten years as DNA sequencing, robotics, energy storage, artificial intelligence, and blockchain technology scale and converge.”</p><p><blockquote>她说，“涉及 14 项技术的五大创新平台很可能会改变现有的世界秩序，而所谓的屡试不爽的投资策略 “将在未来五到十年内令人失望，因为 DNA 测序、机器人、储能、人工智能和区块链技术的规模化和融合”。</blockquote></p><p> Wood also made the case that the so-called wall of worry, with inflation fears representing perhaps the biggest concern, provided an ideal backdrop for further advances in innovation stocks in the longer run because the dot-com markets of the late-1990s weren’t properly buffeted by investor concerns. The thinking is that “walls of worry” tend to limit market euphoria.</p><p><blockquote>伍德还认为，所谓的担忧墙（通胀担忧也许是最大的担忧）为创新股的长期进一步上涨提供了理想的背景，因为 20 世纪 90 年代末的互联网市场并没有受到投资者担忧的适当冲击。人们认为，“担忧之墙”往往会限制市场的兴奋情绪。</blockquote></p><p> “In our view, the wall of worry built on the back of high multiple stocks bodes well for equities in the innovation space,” she wrote. “No wall of worry existed or tested the equity market in 1999. This time around, the wall of worry has scaled to enormous heights,” Wood said.</p><p><blockquote>“她写道：”在我们看来，建立在高倍数股票背后的担忧之墙对创新领域的股票来说是个好兆头。“1999 年，担忧之墙并不存在，也没有考验股市。这一次，担忧之墙已经攀升到了极高的高度，”伍德说。</blockquote></p><p> On the macroeconomic front, Wood said that deflation, rather than inflation, could be a bigger problem for markets in the coming months.</p><p><blockquote>在宏观经济方面，伍德表示，未来几个月市场面临的问题可能是通货紧缩而不是通货膨胀。</blockquote></p><p></p><p> “That said, my conviction is growing that the bigger surprise to the markets will be price deflation – both cyclical and secular – and that, after collapsing this year, higher multiple stocks could turn around dramatically during the next year,” she wrote.</p><p><blockquote>“她写道：”尽管如此，我越来越相信，给市场带来更大的惊喜将是价格通缩--包括周期性的和长期性的--而且，在今年崩盘之后，多只股票可能会在明年出现戏剧性的好转。</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>Cathie Wood says stocks have corrected into 'deep value territory' and won't let benchmarks 'hold our strategies hostage'<blockquote>凯西·伍德表示，股市已回调至“深度价值区域”，不会让基准“挟持我们的策略”</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood says stocks have corrected into 'deep value territory' and won't let benchmarks 'hold our strategies hostage'<blockquote>凯西·伍德表示，股市已回调至“深度价值区域”，不会让基准“挟持我们的策略”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-12-20 06:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p>ARK Invest founder Cathie Wood offered the latest defense of the once-highflying, disruptive innovation strategies that had made her suite of exchange-traded funds among the most popular, and best-performing, on Wall Street in 2020.</p><p><blockquote>ARK Invest 创始人凯西·伍德 (Cathie Wood) 为曾经高歌猛进的颠覆性创新战略进行了最新辩护，这些战略使她的交易所交易基金套件成为 2020 年华尔街最受欢迎、表现最好的基金之一。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e17c2568a6dc81e7e3573ede78dcfb0\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Patrick T. Fallon/AFP/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>帕特里克·T·法伦/法新社/盖蒂图片社</span></p></blockquote></p><p> In a Friday evening blog post, Wood said that despite a brutal stretch that has compelled the operators of the ARK Invest ETFs, including the flagship Ark Innovation&nbsp;fund, to do some soul-searching, the fund manager is sticking to her game plan.</p><p><blockquote>伍德在周五晚上的一篇博客文章中表示，尽管经历了一段残酷的时期，迫使 Ark Invest ETF 的运营商（包括旗舰 Ark Innovation fund）进行一些反省，但该基金经理仍坚持她的游戏计划。</blockquote></p><p>   “‘With a five-year investment time horizon, our forecasts for these platforms suggest that our strategies today could deliver a 30-40% compound annual rate of return during the next five years.’”  “We won’t let benchmarks and tracking errors hold our strategies hostage to the existing world order,” Wood wrote. She described the success of the ARK ETFs as one not solely bolstered by fervor for “stay at home” investment opportunities, amid the COVID pandemic, but rooted in identifying paradigm-shifting innovation, from blockchain and bitcoin&nbsp;to electric vehicles.</p><p><blockquote>“我们对这些平台的投资期限为五年，我们的预测表明，我们目前的策略在未来五年内可实现 30-40% 的复合年回报率。“伍德写道：”我们不会让基准和跟踪误差成为我们战略的人质。她认为，ARK ETF 的成功不仅得益于在 COVID 大流行期间人们对 “足不出户 ”投资机会的热情，而且还植根于识别从区块链和比特币到电动汽车的范式转变创新。</blockquote></p><p> “Critical to investment success will be moving to the right side of change, avoiding industries and companies caught in the crosshairs of ‘creative destruction’ and embracing those on the leading edge of ‘disruptive innovation,'” Wood wrote.</p><p><blockquote>“伍德写道：”投资成功的关键在于走向变革的正确一边，避开陷入'创造性破坏'十字路口的行业和公司，拥抱那些处于'颠覆性创新'前沿的行业和公司。</blockquote></p><p> On Friday, ARK Innovation ended the session up nearly 6% and produced its second straight sharp weekly gain, up 1.1%, following a 1.8% advance in the prior week. The advance for ARK Innovation still leaves the actively managed fund down nearly 22% in the year to date, as the broader S&amp;P 500,the Dow Jones Industrial Average&nbsp;and the technology Nasdaq Composite Index&nbsp;have faced whipsawing volatility derived primarily from concerns about more transmissible strains of COVID, surging inflation and global monetary policy’s reaction to those pricing pressures. Year-to-date the S&amp;P 500 index is up 864.57 points or 23.02%.</p><p><blockquote>周五，ARK Innovation 收盘上涨近 6%，连续第二周大幅上涨 1.1%，此前一周上涨 1.8%。今年迄今为止，ARK Innovation 的上涨仍导致这只主动管理型基金下跌近 22%，因为更广泛的标准普尔 500 指数、道琼斯工业平均指数和纳斯达克科技综合指数都面临着剧烈的波动，这主要源于对更容易传播的 COVID 病毒株、飙升的通货膨胀以及全球货币政策对这些定价压力的反应的担忧。今年迄今，标普500指数上涨864.57点，涨幅23.02%。</blockquote></p><p> ARK’s seven ETFs returned an average of 141% in 2020, on the back of gains from companies such as&nbsp;<b>Tesla Inc.</b>,and&nbsp;<b>Teladoc Health Inc</b>.,&nbsp;making Wood the toast of Wall Street. But those funds, focused primarily on companies that aren’t yet profitable, have been limping lower since hitting a peak back in February, and their woeful performance has raised questions about the prospects for the ETFs in the months and years to come.</p><p><blockquote>ARK 的七只 ETF 在 2020 年的平均回报率为 141%，这得益于以下公司的收益。<b>特斯拉公司。</b>,和<b>泰拉多克健康公司</b>.，让木材成为华尔街的烤面包。但这些主要投资于尚未盈利的公司的基金，自 2 月份达到峰值以来一直在走低，其糟糕的表现让人对 ETF 未来几个月和几年的前景产生了质疑。</blockquote></p><p> Wood urged investors to maintain their support of the ARK complex and said that maintaining a long-term, five-year time horizon would be the best way to judge the fund manager’s true performance.</p><p><blockquote>伍德敦促投资者继续支持方舟综合体，并表示维持五年的长期时间范围将是判断基金经理真实业绩的最佳方式。</blockquote></p><p> “With a five-year investment time horizon, our forecasts for these platforms suggest that our strategies today could deliver a 30-40% compound annual rate of return during the next five years,” the ARK CEO wrote.</p><p><blockquote>“方舟首席执行官写道：”在五年的投资期限内，我们对这些平台的预测表明，我们目前的策略可以在未来五年内实现 30-40% 的复合年回报率。</blockquote></p><p> “In other words, if our research is correct—and I believe that our research on innovation is the best in the financial world—then our strategies will triple to quintuple in value over the next five years,”&nbsp;Wood added.</p><p><blockquote>“换句话说，如果我们的研究是正确的--我相信我们对创新的研究是金融界最好的--那么在未来五年内，我们的战略价值将增加两到五倍，”伍德补充道。</blockquote></p><p> The ARK founder also made the case that the Nasdaq and S&amp;P 500 could be the bigger disappointment to return-eager investors in the longer-term because they are more overvalued than the disruptive investments that comprise her funds.</p><p><blockquote>这位方舟创始人还表示，从长远来看，纳斯达克和标普500可能会让渴望回报的投资者更失望，因为它们比构成她基金的颠覆性投资更被高估。</blockquote></p><p> “Unlike many innovation-related stocks, equity benchmarks are selling at record high prices and near record high valuations, 26x for the S&amp;P 500 and 127x for the Nasdaq on a trailing twelve-month basis,” Wood wrote.</p><p><blockquote>“伍德写道：”与许多与创新相关的股票不同，股票基准正以创纪录的高价和接近创纪录的高估值出售，过去 12 个月标普500的估值是 26 倍，纳斯达克的估值是 127 倍。</blockquote></p><p> She said that the “five major innovation platforms which involve 14 technologies are likely to transform the existing world order and that so-called tried and true investment strategies “will disappoint during the next five to ten years as DNA sequencing, robotics, energy storage, artificial intelligence, and blockchain technology scale and converge.”</p><p><blockquote>她说，“涉及 14 项技术的五大创新平台很可能会改变现有的世界秩序，而所谓的屡试不爽的投资策略 “将在未来五到十年内令人失望，因为 DNA 测序、机器人、储能、人工智能和区块链技术的规模化和融合”。</blockquote></p><p> Wood also made the case that the so-called wall of worry, with inflation fears representing perhaps the biggest concern, provided an ideal backdrop for further advances in innovation stocks in the longer run because the dot-com markets of the late-1990s weren’t properly buffeted by investor concerns. The thinking is that “walls of worry” tend to limit market euphoria.</p><p><blockquote>伍德还认为，所谓的担忧墙（通胀担忧也许是最大的担忧）为创新股的长期进一步上涨提供了理想的背景，因为 20 世纪 90 年代末的互联网市场并没有受到投资者担忧的适当冲击。人们认为，“担忧之墙”往往会限制市场的兴奋情绪。</blockquote></p><p> “In our view, the wall of worry built on the back of high multiple stocks bodes well for equities in the innovation space,” she wrote. “No wall of worry existed or tested the equity market in 1999. This time around, the wall of worry has scaled to enormous heights,” Wood said.</p><p><blockquote>“她写道：”在我们看来，建立在高倍数股票背后的担忧之墙对创新领域的股票来说是个好兆头。“1999 年，担忧之墙并不存在，也没有考验股市。这一次，担忧之墙已经攀升到了极高的高度，”伍德说。</blockquote></p><p> On the macroeconomic front, Wood said that deflation, rather than inflation, could be a bigger problem for markets in the coming months.</p><p><blockquote>在宏观经济方面，伍德表示，未来几个月市场面临的问题可能是通货紧缩而不是通货膨胀。</blockquote></p><p></p><p> “That said, my conviction is growing that the bigger surprise to the markets will be price deflation – both cyclical and secular – and that, after collapsing this year, higher multiple stocks could turn around dramatically during the next year,” she wrote.</p><p><blockquote>“她写道：”尽管如此，我越来越相信，给市场带来更大的惊喜将是价格通缩--包括周期性的和长期性的--而且，在今年崩盘之后，多只股票可能会在明年出现戏剧性的好转。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/cathie-wood-says-stocks-have-corrected-into-deep-value-territory-and-wont-let-benchmarks-hold-our-strategies-hostage-11639795224?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":{"ARKK":"ARK Innovation ETF",".IXIC":"NASDAQ Composite","TDOC":"Teladoc Health Inc.","TSLA":"特斯拉",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/cathie-wood-says-stocks-have-corrected-into-deep-value-territory-and-wont-let-benchmarks-hold-our-strategies-hostage-11639795224?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192708619","content_text":"ARK Invest founder Cathie Wood offered the latest defense of the once-highflying, disruptive innovation strategies that had made her suite of exchange-traded funds among the most popular, and best-performing, on Wall Street in 2020.\nPatrick T. Fallon/AFP/Getty Images\nIn a Friday evening blog post, Wood said that despite a brutal stretch that has compelled the operators of the ARK Invest ETFs, including the flagship Ark Innovation fund, to do some soul-searching, the fund manager is sticking to her game plan.\n\n “‘With a five-year investment time horizon, our forecasts for these platforms suggest that our strategies today could deliver a 30-40% compound annual rate of return during the next five years.’”\n\n“We won’t let benchmarks and tracking errors hold our strategies hostage to the existing world order,” Wood wrote. She described the success of the ARK ETFs as one not solely bolstered by fervor for “stay at home” investment opportunities, amid the COVID pandemic, but rooted in identifying paradigm-shifting innovation, from blockchain and bitcoin to electric vehicles.\n“Critical to investment success will be moving to the right side of change, avoiding industries and companies caught in the crosshairs of ‘creative destruction’ and embracing those on the leading edge of ‘disruptive innovation,'” Wood wrote.\nOn Friday, ARK Innovation ended the session up nearly 6% and produced its second straight sharp weekly gain, up 1.1%, following a 1.8% advance in the prior week. The advance for ARK Innovation still leaves the actively managed fund down nearly 22% in the year to date, as the broader S&P 500,the Dow Jones Industrial Average and the technology Nasdaq Composite Index have faced whipsawing volatility derived primarily from concerns about more transmissible strains of COVID, surging inflation and global monetary policy’s reaction to those pricing pressures. Year-to-date the S&P 500 index is up 864.57 points or 23.02%.\nARK’s seven ETFs returned an average of 141% in 2020, on the back of gains from companies such as Tesla Inc.,and Teladoc Health Inc., making Wood the toast of Wall Street. But those funds, focused primarily on companies that aren’t yet profitable, have been limping lower since hitting a peak back in February, and their woeful performance has raised questions about the prospects for the ETFs in the months and years to come.\nWood urged investors to maintain their support of the ARK complex and said that maintaining a long-term, five-year time horizon would be the best way to judge the fund manager’s true performance.\n“With a five-year investment time horizon, our forecasts for these platforms suggest that our strategies today could deliver a 30-40% compound annual rate of return during the next five years,” the ARK CEO wrote.\n“In other words, if our research is correct—and I believe that our research on innovation is the best in the financial world—then our strategies will triple to quintuple in value over the next five years,” Wood added.\nThe ARK founder also made the case that the Nasdaq and S&P 500 could be the bigger disappointment to return-eager investors in the longer-term because they are more overvalued than the disruptive investments that comprise her funds.\n“Unlike many innovation-related stocks, equity benchmarks are selling at record high prices and near record high valuations, 26x for the S&P 500 and 127x for the Nasdaq on a trailing twelve-month basis,” Wood wrote.\nShe said that the “five major innovation platforms which involve 14 technologies are likely to transform the existing world order and that so-called tried and true investment strategies “will disappoint during the next five to ten years as DNA sequencing, robotics, energy storage, artificial intelligence, and blockchain technology scale and converge.”\nWood also made the case that the so-called wall of worry, with inflation fears representing perhaps the biggest concern, provided an ideal backdrop for further advances in innovation stocks in the longer run because the dot-com markets of the late-1990s weren’t properly buffeted by investor concerns. The thinking is that “walls of worry” tend to limit market euphoria.\n“In our view, the wall of worry built on the back of high multiple stocks bodes well for equities in the innovation space,” she wrote. “No wall of worry existed or tested the equity market in 1999. This time around, the wall of worry has scaled to enormous heights,” Wood said.\nOn the macroeconomic front, Wood said that deflation, rather than inflation, could be a bigger problem for markets in the coming months.\n“That said, my conviction is growing that the bigger surprise to the markets will be price deflation – both cyclical and secular – and that, after collapsing this year, higher multiple stocks could turn around dramatically during the next year,” she wrote.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,"ARKIU":0.9,"TSLA":0.9,"TDOC":0.9,"ARKK":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":4551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699547482,"gmtCreate":1639867291862,"gmtModify":1639867292195,"author":{"id":"3574713327400822","authorId":"3574713327400822","name":"RichyRick","avatar":"https://static.tigerbbs.com/b86ee481aaeabbd2348ddf829e3a56fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574713327400822","authorIdStr":"3574713327400822"},"themes":[],"title":"","htmlText":"Good to know","listText":"Good to know","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699547482","repostId":"1109895138","repostType":4,"repost":{"id":"1109895138","kind":"news","pubTimestamp":1639810699,"share":"https://www.laohunote.com/m/news/1109895138?lang=zh_CN&edition=full","pubTime":"2021-12-18 14:58","market":"us","language":"en","title":"1 Surefire Growth Stock to Buy and Hold<blockquote>1 只值得购买和持有的 Surefire Growth 股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109895138","media":"Motley Fool","summary":"Globant may not be a familiar name to many investors, and at first glance, this company may fail to ","content":"<p><a href=\"https://laohu8.com/S/GLOB\"><b>Globant</b></a>&nbsp;may not be a familiar name to many investors, and at first glance, this company may fail to grab your attention. After all, IT consulting isn't the most groundbreaking business model. But this stock is up 380% over the past three years, crushing the&nbsp;<b>S&amp;P 500</b>, and that outperformance could continue in the future.</p><p><blockquote><a href=\"https://laohu8.com/S/GLOB\"><b>全球</b></a>对于许多投资者来说可能不是一个熟悉的名字，乍一看，这家公司可能无法抓住你的注意力。毕竟，IT咨询并不是最具突破性的商业模式。但该股在过去三年中上涨了 380%，打破了<b>标普500</b>而且这种优异表现在未来可能会持续下去。</blockquote></p><p> Globant employs over 20,500&nbsp;IT professionals with expertise in emerging technologies like artificial intelligence, augmented reality, and the metaverse. To that end, the founder-led management team has positioned Globant as a key enabler of digital transformation, meaning the company benefits from a massive and growing market opportunity.</p><p><blockquote>Globant拥有20,500多名IT专业人员，他们在人工智能、增强现实和元宇宙等新兴技术方面拥有专业知识。为此，创始人领导的管理团队将Globant定位为数字化转型的关键推动者，这意味着该公司受益于巨大且不断增长的市场机会。</blockquote></p><p> <b>Trevor Jennewine:</b>&nbsp;Globant comes to mind when I think about companies with great management. Globant was founded by four friends in Latin America in 2003. One of those four people was the current CEO, Martin Migoya.</p><p><blockquote><b>特雷弗·詹内温：</b>当我想到管理出色的公司时，我就会想到Globant。Globant由拉丁美洲的四位朋友于2003年创立。这四个人之一是现任首席执行官马丁·米戈亚。</blockquote></p><p> Globant specializes in IT consulting and product engineering. The company's expertise spans the gamut of trendy technologies, from blockchain and artificial intelligence to data analytics and augmented reality. In a nutshell, Globant essentially helps organizations achieve their digital transformation initiatives. It has customers like<b>Electronic Arts</b>,<b>MercadoLibre</b>, [<b>Alphabet</b>'s] Google,<b>Walt Disney</b>. This is a big market -- digital transformation is a pretty popular buzzword right now. The company puts its addressable market at $154 billion by 2022.</p><p><blockquote>Globant专门从事IT咨询和产品工程。该公司的专业知识涵盖了从区块链和人工智能到数据分析和增强现实的各种流行技术。简而言之，Globant本质上是帮助组织实现其数字化转型计划。它的客户喜欢<b>电子艺术</b>,<b>自由市场</b>,[<b>Alphabet</b>谷歌，<b>华特·迪士尼</b>这是一个很大的市场——数字化转型现在是一个相当流行的流行语。该公司预计到 2022 年其潜在市场规模将达到 1,540 亿美元。</blockquote></p><p> Some of those things I mentioned earlier, I like that you have this founder-led management team. If you look at Glassdoor, it appears that there's a strong workplace culture: 93% of people would recommend the company to a friend, 96% of people approve of the CEO. I think that's especially important for a consulting company. Globant's business is built around helping organizations implement and scale new technologies, operate more efficiently, improve the customer experience. That's going to be difficult if your employees don't like coming to work every day.</p><p><blockquote>我前面提到的一些事情，我喜欢你有这个创始人领导的管理团队。如果你看看Glassdoor，似乎有一个强大的工作场所文化：93%的人会向朋友推荐该公司，96%的人认可首席执行官。我认为这对咨询公司来说尤其重要。Globant的业务围绕着帮助组织实施和扩展新技术、更高效地运营、改善客户体验而建立。如果你的员工不喜欢每天来上班，那就很难了。</blockquote></p><p> Then, the company's has also received some recognition that speak to the success that it's having. Globant is one of the top five fastest-growing engineering services companies based on a report from Everest Group. It's also a leader and customer experience improvement services based on a report from the International Data Corporation.</p><p><blockquote>然后，该公司也获得了一些认可，这说明了它的成功。根据 Everest Group 的一份报告，Globant 是增长最快的五家工程服务公司之一。根据国际数据公司的一份报告，它也是一家领先的客户体验改善服务公司。</blockquote></p><p> The financial results look great here, too. Over the last year, $1.2 billion in revenue up 50%; $2.07 per diluted share on the bottom line, up 64%. They also have over 1,000 customers now. They grew their customer base 14%. But the customers spending over $1 million, they have 162 of those customers now -- that's up 37%. It's nice to see them ramping spend from their customer base there.</p><p><blockquote>这里的财务业绩看起来也很棒。去年，12亿美元的收入增长了50%；稀释后每股盈利 2.07 美元，上涨 64%。他们现在也有1000多名客户。他们的客户群增长了14%。但对于消费超过 100 万美元的客户，他们现在有 162 个这样的客户，增长了 37%。很高兴看到他们从那里的客户群中增加支出。</blockquote></p><p> Then between 2022 and 2024, according to the International Data Corporation, enterprises around the world will spend $6.3 trillion on the digital transformation initiatives. This is just a massive market opportunity. I think having that founder CEO there, I think he's really taken the company in a good direction. That gives me a lot of confidence in Globant going forward.</p><p><blockquote>根据国际数据公司的数据，在2022年至2024年期间，世界各地的企业将在数字化转型计划上花费6.3万亿美元。这只是一个巨大的市场机会。我认为有那位创始人首席执行官在那里，我认为他真的把公司带到了一个好的方向。这让我对 Globant 的未来充满信心。</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>1 Surefire Growth Stock to Buy and Hold<blockquote>1 只值得购买和持有的 Surefire Growth 股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n1 Surefire Growth Stock to Buy and Hold<blockquote>1 只值得购买和持有的 Surefire Growth 股票</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\">2021-12-18 14:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/GLOB\"><b>Globant</b></a>&nbsp;may not be a familiar name to many investors, and at first glance, this company may fail to grab your attention. After all, IT consulting isn't the most groundbreaking business model. But this stock is up 380% over the past three years, crushing the&nbsp;<b>S&amp;P 500</b>, and that outperformance could continue in the future.</p><p><blockquote><a href=\"https://laohu8.com/S/GLOB\"><b>全球</b></a>对于许多投资者来说可能不是一个熟悉的名字，乍一看，这家公司可能无法抓住你的注意力。毕竟，IT咨询并不是最具突破性的商业模式。但该股在过去三年中上涨了 380%，打破了<b>标普500</b>而且这种优异表现在未来可能会持续下去。</blockquote></p><p> Globant employs over 20,500&nbsp;IT professionals with expertise in emerging technologies like artificial intelligence, augmented reality, and the metaverse. To that end, the founder-led management team has positioned Globant as a key enabler of digital transformation, meaning the company benefits from a massive and growing market opportunity.</p><p><blockquote>Globant拥有20,500多名IT专业人员，他们在人工智能、增强现实和元宇宙等新兴技术方面拥有专业知识。为此，创始人领导的管理团队将Globant定位为数字化转型的关键推动者，这意味着该公司受益于巨大且不断增长的市场机会。</blockquote></p><p> <b>Trevor Jennewine:</b>&nbsp;Globant comes to mind when I think about companies with great management. Globant was founded by four friends in Latin America in 2003. One of those four people was the current CEO, Martin Migoya.</p><p><blockquote><b>特雷弗·詹内温：</b>当我想到管理出色的公司时，我就会想到Globant。Globant由拉丁美洲的四位朋友于2003年创立。这四个人之一是现任首席执行官马丁·米戈亚。</blockquote></p><p> Globant specializes in IT consulting and product engineering. The company's expertise spans the gamut of trendy technologies, from blockchain and artificial intelligence to data analytics and augmented reality. In a nutshell, Globant essentially helps organizations achieve their digital transformation initiatives. It has customers like<b>Electronic Arts</b>,<b>MercadoLibre</b>, [<b>Alphabet</b>'s] Google,<b>Walt Disney</b>. This is a big market -- digital transformation is a pretty popular buzzword right now. The company puts its addressable market at $154 billion by 2022.</p><p><blockquote>Globant专门从事IT咨询和产品工程。该公司的专业知识涵盖了从区块链和人工智能到数据分析和增强现实的各种流行技术。简而言之，Globant本质上是帮助组织实现其数字化转型计划。它的客户喜欢<b>电子艺术</b>,<b>自由市场</b>,[<b>Alphabet</b>谷歌，<b>华特·迪士尼</b>这是一个很大的市场——数字化转型现在是一个相当流行的流行语。该公司预计到 2022 年其潜在市场规模将达到 1,540 亿美元。</blockquote></p><p> Some of those things I mentioned earlier, I like that you have this founder-led management team. If you look at Glassdoor, it appears that there's a strong workplace culture: 93% of people would recommend the company to a friend, 96% of people approve of the CEO. I think that's especially important for a consulting company. Globant's business is built around helping organizations implement and scale new technologies, operate more efficiently, improve the customer experience. That's going to be difficult if your employees don't like coming to work every day.</p><p><blockquote>我前面提到的一些事情，我喜欢你有这个创始人领导的管理团队。如果你看看Glassdoor，似乎有一个强大的工作场所文化：93%的人会向朋友推荐该公司，96%的人认可首席执行官。我认为这对咨询公司来说尤其重要。Globant的业务围绕着帮助组织实施和扩展新技术、更高效地运营、改善客户体验而建立。如果你的员工不喜欢每天来上班，那就很难了。</blockquote></p><p> Then, the company's has also received some recognition that speak to the success that it's having. Globant is one of the top five fastest-growing engineering services companies based on a report from Everest Group. It's also a leader and customer experience improvement services based on a report from the International Data Corporation.</p><p><blockquote>然后，该公司也获得了一些认可，这说明了它的成功。根据 Everest Group 的一份报告，Globant 是增长最快的五家工程服务公司之一。根据国际数据公司的一份报告，它也是一家领先的客户体验改善服务公司。</blockquote></p><p> The financial results look great here, too. Over the last year, $1.2 billion in revenue up 50%; $2.07 per diluted share on the bottom line, up 64%. They also have over 1,000 customers now. They grew their customer base 14%. But the customers spending over $1 million, they have 162 of those customers now -- that's up 37%. It's nice to see them ramping spend from their customer base there.</p><p><blockquote>这里的财务业绩看起来也很棒。去年，12亿美元的收入增长了50%；稀释后每股盈利 2.07 美元，上涨 64%。他们现在也有1000多名客户。他们的客户群增长了14%。但对于消费超过 100 万美元的客户，他们现在有 162 个这样的客户，增长了 37%。很高兴看到他们从那里的客户群中增加支出。</blockquote></p><p> Then between 2022 and 2024, according to the International Data Corporation, enterprises around the world will spend $6.3 trillion on the digital transformation initiatives. This is just a massive market opportunity. I think having that founder CEO there, I think he's really taken the company in a good direction. That gives me a lot of confidence in Globant going forward.</p><p><blockquote>根据国际数据公司的数据，在2022年至2024年期间，世界各地的企业将在数字化转型计划上花费6.3万亿美元。这只是一个巨大的市场机会。我认为有那位创始人首席执行官在那里，我认为他真的把公司带到了一个好的方向。这让我对 Globant 的未来充满信心。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/17/1-surefire-growth-stock-to-buy-and-hold/\">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":{"GLOB":"Globant"},"source_url":"https://www.fool.com/investing/2021/12/17/1-surefire-growth-stock-to-buy-and-hold/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109895138","content_text":"Globant may not be a familiar name to many investors, and at first glance, this company may fail to grab your attention. After all, IT consulting isn't the most groundbreaking business model. But this stock is up 380% over the past three years, crushing the S&P 500, and that outperformance could continue in the future.\nGlobant employs over 20,500 IT professionals with expertise in emerging technologies like artificial intelligence, augmented reality, and the metaverse. To that end, the founder-led management team has positioned Globant as a key enabler of digital transformation, meaning the company benefits from a massive and growing market opportunity.\nTrevor Jennewine: Globant comes to mind when I think about companies with great management. Globant was founded by four friends in Latin America in 2003. One of those four people was the current CEO, Martin Migoya.\nGlobant specializes in IT consulting and product engineering. The company's expertise spans the gamut of trendy technologies, from blockchain and artificial intelligence to data analytics and augmented reality. In a nutshell, Globant essentially helps organizations achieve their digital transformation initiatives. It has customers likeElectronic Arts,MercadoLibre, [Alphabet's] Google,Walt Disney. This is a big market -- digital transformation is a pretty popular buzzword right now. The company puts its addressable market at $154 billion by 2022.\nSome of those things I mentioned earlier, I like that you have this founder-led management team. If you look at Glassdoor, it appears that there's a strong workplace culture: 93% of people would recommend the company to a friend, 96% of people approve of the CEO. I think that's especially important for a consulting company. Globant's business is built around helping organizations implement and scale new technologies, operate more efficiently, improve the customer experience. That's going to be difficult if your employees don't like coming to work every day.\nThen, the company's has also received some recognition that speak to the success that it's having. Globant is one of the top five fastest-growing engineering services companies based on a report from Everest Group. It's also a leader and customer experience improvement services based on a report from the International Data Corporation.\nThe financial results look great here, too. Over the last year, $1.2 billion in revenue up 50%; $2.07 per diluted share on the bottom line, up 64%. They also have over 1,000 customers now. They grew their customer base 14%. But the customers spending over $1 million, they have 162 of those customers now -- that's up 37%. It's nice to see them ramping spend from their customer base there.\nThen between 2022 and 2024, according to the International Data Corporation, enterprises around the world will spend $6.3 trillion on the digital transformation initiatives. This is just a massive market opportunity. I think having that founder CEO there, I think he's really taken the company in a good direction. That gives me a lot of confidence in Globant going forward.","news_type":1,"symbols_score_info":{"GLOB":0.9}},"isVote":1,"tweetType":1,"viewCount":5850,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699862732,"gmtCreate":1639782566006,"gmtModify":1639782566348,"author":{"id":"3574713327400822","authorId":"3574713327400822","name":"RichyRick","avatar":"https://static.tigerbbs.com/b86ee481aaeabbd2348ddf829e3a56fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574713327400822","authorIdStr":"3574713327400822"},"themes":[],"title":"","htmlText":"Good to know","listText":"Good to know","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699862732","repostId":"2192783759","repostType":4,"isVote":1,"tweetType":1,"viewCount":4607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607741568,"gmtCreate":1639609080296,"gmtModify":1639609080726,"author":{"id":"3574713327400822","authorId":"3574713327400822","name":"RichyRick","avatar":"https://static.tigerbbs.com/b86ee481aaeabbd2348ddf829e3a56fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574713327400822","authorIdStr":"3574713327400822"},"themes":[],"title":"","htmlText":"Good to know","listText":"Good to know","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607741568","repostId":"2191993329","repostType":4,"isVote":1,"tweetType":1,"viewCount":4539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607177260,"gmtCreate":1639520071734,"gmtModify":1639520072066,"author":{"id":"3574713327400822","authorId":"3574713327400822","name":"RichyRick","avatar":"https://static.tigerbbs.com/b86ee481aaeabbd2348ddf829e3a56fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574713327400822","authorIdStr":"3574713327400822"},"themes":[],"title":"","htmlText":"Good to know","listText":"Good to know","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607177260","repostId":"2191581609","repostType":4,"isVote":1,"tweetType":1,"viewCount":1769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604705977,"gmtCreate":1639443614826,"gmtModify":1639443615169,"author":{"id":"3574713327400822","authorId":"3574713327400822","name":"RichyRick","avatar":"https://static.tigerbbs.com/b86ee481aaeabbd2348ddf829e3a56fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574713327400822","authorIdStr":"3574713327400822"},"themes":[],"title":"","htmlText":"Good to know","listText":"Good to know","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604705977","repostId":"2191811539","repostType":4,"isVote":1,"tweetType":1,"viewCount":1350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604366301,"gmtCreate":1639351800294,"gmtModify":1639351800630,"author":{"id":"3574713327400822","authorId":"3574713327400822","name":"RichyRick","avatar":"https://static.tigerbbs.com/b86ee481aaeabbd2348ddf829e3a56fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574713327400822","authorIdStr":"3574713327400822"},"themes":[],"title":"","htmlText":"Strong stock","listText":"Strong stock","text":"Strong stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604366301","repostId":"1118643418","repostType":4,"repost":{"id":"1118643418","kind":"news","pubTimestamp":1639350312,"share":"https://www.laohunote.com/m/news/1118643418?lang=zh_CN&edition=full","pubTime":"2021-12-13 07:05","market":"us","language":"en","title":"Apple Could Be the First $3 Trillion Company. Why Its Rally Won’t Stop There.<blockquote>苹果可能成为第一家市值3万亿美元的公司。为什么它的反弹不会就此止步？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1118643418","media":"Barrons","summary":"Apple shares have been on a ferocious tear, up 34% year to date, leaving it less than 5% away from a","content":"<p>Apple&nbsp;shares have been on a ferocious tear, up 34% year to date, leaving it less than 5% away from a $3 trillion market capitalization, a milestone never hit by any other public company. The rally includes a startling 18% spurt in just the past four weeks, a period in which the S&amp;P 500 has improved less than 2%.</p><p><blockquote>苹果股价一直在猛烈撕裂，今年迄今已上涨 34%，距离 3 万亿美元的市值仅不到 5%，这是任何其他上市公司从未达到的里程碑。这一涨势包括在过去四个星期内惊人地飙升了 18%，而在此期间，标普500的涨幅不到 2%。</blockquote></p><p> It’s an astonishing performance. Keep in mind that there’s only one other company—&nbsp;Microsoft&nbsp;—with a market cap above $2 trillion, and just three others—&nbsp;Alphabet,Amazon.com,and&nbsp;Tesla&nbsp;—above $1 trillion. Founded in 1976, it took Apple 44 years to reach the $1 trillion level for the first time, in 2018. Two years later, in August 2020, the stock hit $2 trillion. And now just 15 months later, the stock is zeroing in on $3 trillion.</p><p><blockquote>这是一场令人惊叹的表演。请记住，只有一家公司--微软--市值超过 2 万亿美元，而另外三家公司--Alphabet、亚马逊和特斯拉--市值超过 1 万亿美元。苹果成立于1976年，花了44年时间才在2018年首次达到1万亿美元的水平。两年后，即 2020 年 8 月，该股市值达到 2 万亿美元。仅仅 15 个月后，该股市值就降至 3 万亿美元。</blockquote></p><p> So what’s going on here?</p><p><blockquote>这是怎么回事？</blockquote></p><p> I’d argue that there are at least four reasons why Apple stock (ticker: AAPL) continues to rally to higher highs—and why $3 trillion will eventually look more like the floor than the ceiling.</p><p><blockquote>我认为，苹果股票（股票代码：AAPL）继续反弹至更高的高点至少有四个原因，以及为什么 3 万亿美元最终看起来更像是底线而不是天花板。</blockquote></p><p> For starters, Apple has become a haven for tech investors in times of turmoil—a flight-to-safety play; digital gold. Apple thrived during the pandemic, with accelerated demand for both Macs and iPads. And it has motored right along as the world begins the complex process of returning to normalcy, powered by iPhone and services growth. Apple continues to innovate, the company has fanatical customer loyalty, and it continues a shareholder-friendly policy of aggressively buying back its own shares. If you had to pick just one tech stock to own for the long haul, many would choose Apple.</p><p><blockquote>首先，苹果已成为动荡时期科技投资者的避风港——一种避险策略；数字黄金。苹果在疫情期间蓬勃发展，对 Mac 和 iPad 的需求加速增长。在iPhone和服务增长的推动下，随着世界开始恢复正常的复杂过程，它也在加速发展。苹果不断创新，公司拥有狂热的客户忠诚度，并继续推行积极回购自身股票的有利于股东的政策。如果你必须选择一只科技股长期持有，许多人会选择苹果。</blockquote></p><p> Analysts continue to report iPhone 13 demand outstripping supply. Parts shortages remain an issue, and Apple warned in reporting September-quarter results that the December quarter would be muffled by an inability to meet demand. But remember that coming into this cycle, Street expectations for iPhone 13 were muted. Analysts saw this year’s model as an interim step—not nearly as important as the iPhone 12, the first to include 5G connectivity. But as was the case with the iPhone 11, there is reason to think that the Street has underestimated demand for the iPhone 13. In particular, there have been reports of historically high demand for the new phones in China, setting the stage for a potential December-quarter earnings surprise.</p><p><blockquote>分析师继续报告 iPhone 13 需求超过供应。零部件短缺仍然是一个问题，苹果在报告 9 月份季度业绩时警告称，12 月份季度将因无法满足需求而受到影响。但请记住，进入这个周期，华尔街对iPhone 13的期望是低迷的。分析师认为今年的机型只是一个临时步骤--远不如首款包含 5G 连接的 iPhone 12 重要。但与 iPhone 11 的情况一样，有理由认为华尔街低估了 iPhone 13 的需求。特别是，有报道称中国对新手机的需求创历史新高，为 12 月份季度潜在的盈利惊喜埋下了伏笔。</blockquote></p><p> Meanwhile, Apple got an unexpected boost on the legal front last week when a federal appeals court issued a stay, pending appeal, of a lower-court ruling that would have forced Apple to let developers include alternatives to Apple’s own payment system for in-app purchases. The three-judge panel for the Ninth Circuit found that Apple has demonstrated “serious questions” about the lower court’s finding that Apple violates California’s unfair competition law. Resolution of Apple’s appeal in the case could now drag on for months, or years—and the longer the delay, the better for Apple, which would rather keep the status quo.</p><p><blockquote>与此同时，苹果上周在法律方面得到了意想不到的推动，联邦上诉法院发布了一项下级法院裁决的暂缓执行令，等待上诉，该裁决将迫使苹果允许开发商在应用内购买时加入苹果自己的支付系统的替代方案。第九巡回法院的三名法官组成的合议庭认为，苹果对下级法院认定苹果违反加州不正当竞争法提出了 “严重质疑”。苹果在此案中的上诉解决现在可能会拖延数月甚至数年--拖延的时间越长，对苹果越有利，因为它宁愿维持现状。</blockquote></p><p> Perhaps most important, Wall Street in the past few weeks has begun to factor in two yet-to-be-announced new product categories—augmented- and virtual-reality headsets and autonomous vehicles—to its Apple financial and valuation models.</p><p><blockquote>也许最重要的是，华尔街在过去几周开始将两个尚未宣布的新产品类别——增强和虚拟现实耳机以及自动驾驶汽车——纳入其苹果财务和估值模型。</blockquote></p><p> For instance, Morgan Stanley analyst Katy Huberty last week reiterated an Overweight rating on Apple shares, lifting her price target on the stock to $200, from $165; the new target implies a potential valuation of $3.3 trillion. For the near term, she says, iPhone sales and App Store activity should surprise to the upside. But she also contends that the time has come to start pricing new products into the mix.</p><p><blockquote>例如，摩根士丹利分析师凯蒂·休伯蒂 (Katy Huberty) 上周重申了苹果股票的跑赢大盘评级，将该股目标价从 165 美元上调至 200 美元；新目标意味着潜在估值为 3.3 万亿美元。她表示，短期内，iPhone 销量和 App Store 活动应该会出人意料地好转。但她也认为，现在是开始为新产品定价的时候了。</blockquote></p><p> “Apple shares don’t seem to bake in the impact from upcoming new product launches,” despite a consistent record of innovation, Huberty asserts in a research note. She points out that Apple has rallied nearly 500% over the past five years—about quintuple the return on the S&amp;P 500—in a period when iPhone revenue grew just 40%. The explanation for that divergence, she says, is that Apple has been innovating in other areas.</p><p><blockquote>“休伯蒂在一份研究报告中断言：”尽管苹果的创新记录始终如一，但其股价似乎并没有受到即将推出的新产品的影响。她指出，苹果在过去五年中上涨了近 500%，大约是标普500回报率的五倍，而 iPhone 收入仅增长了 40%。她说，造成这种差异的原因是苹果一直在其他领域进行创新。</blockquote></p><p> Apple built a wearables business, including the Apple Watch, that generates $38 billion a year in revenue, the size of a Fortune 120 company. And the Apple services business now produces nearly $70 billion a year in revenue, doubling over the past four years. As Apple gets closer to launches in AR/VR headsets and cars, Huberty concludes, those should be reflected in the company’s valuation.</p><p><blockquote>苹果建立了包括苹果手表在内的可穿戴设备业务，每年产生 380 亿美元的收入，相当于一家财富 120 强公司的规模。苹果服务业务目前每年产生近 700 亿美元的收入，比过去四年翻了一番。休伯蒂总结说，随着苹果越来越接近推出 AR/VR 头显和汽车，这些都应该反映在公司的估值中。</blockquote></p><p> The potential is vast. TFI Securities analyst Ming-Chi Kuo, who has been writing a series of research notes on Apple’s future AR/VR headsets, projects the company could sell a billion of the devices over the next 10 years. He thinks the gizmos will eventually cannibalize the iPhone market and become the primary online experience for many.</p><p><blockquote>潜力是巨大的。TFI 证券分析师郭明𫓹一直在撰写一系列关于苹果未来 AR/VR 头显的研究报告，他预计该公司将在未来 10 年内售出 10 亿台这种设备。他认为这些小发明最终将蚕食iPhone市场，并成为许多人的主要在线体验。</blockquote></p><p></p><p> Bernstein analyst Toni Sacconaghi asserted, in a research note last week on Apple’s place in the metaverse, that the hardware access layer to the virtual world is likely to be concentrated among a few large players, as it has for the PC, mobile phone, and tablet markets. Sacconaghi says a rough guess is that AR/VR devices could be 4% of Apple’s revenue in 2030—and over 20% in 2040.</p><p><blockquote>伯恩斯坦分析师托尼-萨科纳吉（Toni Sacconaghi）上周在一份关于苹果在元宇宙中地位的研究报告中断言，虚拟世界的硬件接入层可能会集中在少数几家大型企业手中，就像个人电脑、手机和平板电脑市场一样。萨科纳吉说，粗略估计，到 2030 年，AR/VR 设备可能占苹果收入的 4%，到 2040 年将超过 20%。</blockquote></p><p> In case you’re wondering how this might play out, think back to 2020, when the buzz about the iPhone 12 became almost deafening in the run-up to its launch, driving up Apple’s share price. If and when it becomes clear that Apple is likely to jump into this new market in calendar 2022, the noise level is going to become earsplitting.</p><p><blockquote>如果你想知道这可能会如何发展，请回想一下 2020 年，当时关于 iPhone 12 的热议在发布前夕变得几乎震耳欲聋，推高了苹果的股价。如果苹果很可能在2022年进入这个新市场，噪音水平将变得震耳欲聋。</blockquote></p><p> Mark Zuckerberg may be talking the most about the metaverse, but Tim Cook’s company might just be the big winner here.</p><p><blockquote>马克-扎克伯格（Mark Zuckerberg）可能是元宇宙谈论最多的人，但蒂姆-库克（Tim Cook）的公司可能是这里的大赢家。</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>Apple Could Be the First $3 Trillion Company. Why Its Rally Won’t Stop There.<blockquote>苹果可能成为第一家市值3万亿美元的公司。为什么它的反弹不会就此止步？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Could Be the First $3 Trillion Company. Why Its Rally Won’t Stop There.<blockquote>苹果可能成为第一家市值3万亿美元的公司。为什么它的反弹不会就此止步？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-13 07:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple&nbsp;shares have been on a ferocious tear, up 34% year to date, leaving it less than 5% away from a $3 trillion market capitalization, a milestone never hit by any other public company. The rally includes a startling 18% spurt in just the past four weeks, a period in which the S&amp;P 500 has improved less than 2%.</p><p><blockquote>苹果股价一直在猛烈撕裂，今年迄今已上涨 34%，距离 3 万亿美元的市值仅不到 5%，这是任何其他上市公司从未达到的里程碑。这一涨势包括在过去四个星期内惊人地飙升了 18%，而在此期间，标普500的涨幅不到 2%。</blockquote></p><p> It’s an astonishing performance. Keep in mind that there’s only one other company—&nbsp;Microsoft&nbsp;—with a market cap above $2 trillion, and just three others—&nbsp;Alphabet,Amazon.com,and&nbsp;Tesla&nbsp;—above $1 trillion. Founded in 1976, it took Apple 44 years to reach the $1 trillion level for the first time, in 2018. Two years later, in August 2020, the stock hit $2 trillion. And now just 15 months later, the stock is zeroing in on $3 trillion.</p><p><blockquote>这是一场令人惊叹的表演。请记住，只有一家公司--微软--市值超过 2 万亿美元，而另外三家公司--Alphabet、亚马逊和特斯拉--市值超过 1 万亿美元。苹果成立于1976年，花了44年时间才在2018年首次达到1万亿美元的水平。两年后，即 2020 年 8 月，该股市值达到 2 万亿美元。仅仅 15 个月后，该股市值就降至 3 万亿美元。</blockquote></p><p> So what’s going on here?</p><p><blockquote>这是怎么回事？</blockquote></p><p> I’d argue that there are at least four reasons why Apple stock (ticker: AAPL) continues to rally to higher highs—and why $3 trillion will eventually look more like the floor than the ceiling.</p><p><blockquote>我认为，苹果股票（股票代码：AAPL）继续反弹至更高的高点至少有四个原因，以及为什么 3 万亿美元最终看起来更像是底线而不是天花板。</blockquote></p><p> For starters, Apple has become a haven for tech investors in times of turmoil—a flight-to-safety play; digital gold. Apple thrived during the pandemic, with accelerated demand for both Macs and iPads. And it has motored right along as the world begins the complex process of returning to normalcy, powered by iPhone and services growth. Apple continues to innovate, the company has fanatical customer loyalty, and it continues a shareholder-friendly policy of aggressively buying back its own shares. If you had to pick just one tech stock to own for the long haul, many would choose Apple.</p><p><blockquote>首先，苹果已成为动荡时期科技投资者的避风港——一种避险策略；数字黄金。苹果在疫情期间蓬勃发展，对 Mac 和 iPad 的需求加速增长。在iPhone和服务增长的推动下，随着世界开始恢复正常的复杂过程，它也在加速发展。苹果不断创新，公司拥有狂热的客户忠诚度，并继续推行积极回购自身股票的有利于股东的政策。如果你必须选择一只科技股长期持有，许多人会选择苹果。</blockquote></p><p> Analysts continue to report iPhone 13 demand outstripping supply. Parts shortages remain an issue, and Apple warned in reporting September-quarter results that the December quarter would be muffled by an inability to meet demand. But remember that coming into this cycle, Street expectations for iPhone 13 were muted. Analysts saw this year’s model as an interim step—not nearly as important as the iPhone 12, the first to include 5G connectivity. But as was the case with the iPhone 11, there is reason to think that the Street has underestimated demand for the iPhone 13. In particular, there have been reports of historically high demand for the new phones in China, setting the stage for a potential December-quarter earnings surprise.</p><p><blockquote>分析师继续报告 iPhone 13 需求超过供应。零部件短缺仍然是一个问题，苹果在报告 9 月份季度业绩时警告称，12 月份季度将因无法满足需求而受到影响。但请记住，进入这个周期，华尔街对iPhone 13的期望是低迷的。分析师认为今年的机型只是一个临时步骤--远不如首款包含 5G 连接的 iPhone 12 重要。但与 iPhone 11 的情况一样，有理由认为华尔街低估了 iPhone 13 的需求。特别是，有报道称中国对新手机的需求创历史新高，为 12 月份季度潜在的盈利惊喜埋下了伏笔。</blockquote></p><p> Meanwhile, Apple got an unexpected boost on the legal front last week when a federal appeals court issued a stay, pending appeal, of a lower-court ruling that would have forced Apple to let developers include alternatives to Apple’s own payment system for in-app purchases. The three-judge panel for the Ninth Circuit found that Apple has demonstrated “serious questions” about the lower court’s finding that Apple violates California’s unfair competition law. Resolution of Apple’s appeal in the case could now drag on for months, or years—and the longer the delay, the better for Apple, which would rather keep the status quo.</p><p><blockquote>与此同时，苹果上周在法律方面得到了意想不到的推动，联邦上诉法院发布了一项下级法院裁决的暂缓执行令，等待上诉，该裁决将迫使苹果允许开发商在应用内购买时加入苹果自己的支付系统的替代方案。第九巡回法院的三名法官组成的合议庭认为，苹果对下级法院认定苹果违反加州不正当竞争法提出了 “严重质疑”。苹果在此案中的上诉解决现在可能会拖延数月甚至数年--拖延的时间越长，对苹果越有利，因为它宁愿维持现状。</blockquote></p><p> Perhaps most important, Wall Street in the past few weeks has begun to factor in two yet-to-be-announced new product categories—augmented- and virtual-reality headsets and autonomous vehicles—to its Apple financial and valuation models.</p><p><blockquote>也许最重要的是，华尔街在过去几周开始将两个尚未宣布的新产品类别——增强和虚拟现实耳机以及自动驾驶汽车——纳入其苹果财务和估值模型。</blockquote></p><p> For instance, Morgan Stanley analyst Katy Huberty last week reiterated an Overweight rating on Apple shares, lifting her price target on the stock to $200, from $165; the new target implies a potential valuation of $3.3 trillion. For the near term, she says, iPhone sales and App Store activity should surprise to the upside. But she also contends that the time has come to start pricing new products into the mix.</p><p><blockquote>例如，摩根士丹利分析师凯蒂·休伯蒂 (Katy Huberty) 上周重申了苹果股票的跑赢大盘评级，将该股目标价从 165 美元上调至 200 美元；新目标意味着潜在估值为 3.3 万亿美元。她表示，短期内，iPhone 销量和 App Store 活动应该会出人意料地好转。但她也认为，现在是开始为新产品定价的时候了。</blockquote></p><p> “Apple shares don’t seem to bake in the impact from upcoming new product launches,” despite a consistent record of innovation, Huberty asserts in a research note. She points out that Apple has rallied nearly 500% over the past five years—about quintuple the return on the S&amp;P 500—in a period when iPhone revenue grew just 40%. The explanation for that divergence, she says, is that Apple has been innovating in other areas.</p><p><blockquote>“休伯蒂在一份研究报告中断言：”尽管苹果的创新记录始终如一，但其股价似乎并没有受到即将推出的新产品的影响。她指出，苹果在过去五年中上涨了近 500%，大约是标普500回报率的五倍，而 iPhone 收入仅增长了 40%。她说，造成这种差异的原因是苹果一直在其他领域进行创新。</blockquote></p><p> Apple built a wearables business, including the Apple Watch, that generates $38 billion a year in revenue, the size of a Fortune 120 company. And the Apple services business now produces nearly $70 billion a year in revenue, doubling over the past four years. As Apple gets closer to launches in AR/VR headsets and cars, Huberty concludes, those should be reflected in the company’s valuation.</p><p><blockquote>苹果建立了包括苹果手表在内的可穿戴设备业务，每年产生 380 亿美元的收入，相当于一家财富 120 强公司的规模。苹果服务业务目前每年产生近 700 亿美元的收入，比过去四年翻了一番。休伯蒂总结说，随着苹果越来越接近推出 AR/VR 头显和汽车，这些都应该反映在公司的估值中。</blockquote></p><p> The potential is vast. TFI Securities analyst Ming-Chi Kuo, who has been writing a series of research notes on Apple’s future AR/VR headsets, projects the company could sell a billion of the devices over the next 10 years. He thinks the gizmos will eventually cannibalize the iPhone market and become the primary online experience for many.</p><p><blockquote>潜力是巨大的。TFI 证券分析师郭明𫓹一直在撰写一系列关于苹果未来 AR/VR 头显的研究报告，他预计该公司将在未来 10 年内售出 10 亿台这种设备。他认为这些小发明最终将蚕食iPhone市场，并成为许多人的主要在线体验。</blockquote></p><p></p><p> Bernstein analyst Toni Sacconaghi asserted, in a research note last week on Apple’s place in the metaverse, that the hardware access layer to the virtual world is likely to be concentrated among a few large players, as it has for the PC, mobile phone, and tablet markets. Sacconaghi says a rough guess is that AR/VR devices could be 4% of Apple’s revenue in 2030—and over 20% in 2040.</p><p><blockquote>伯恩斯坦分析师托尼-萨科纳吉（Toni Sacconaghi）上周在一份关于苹果在元宇宙中地位的研究报告中断言，虚拟世界的硬件接入层可能会集中在少数几家大型企业手中，就像个人电脑、手机和平板电脑市场一样。萨科纳吉说，粗略估计，到 2030 年，AR/VR 设备可能占苹果收入的 4%，到 2040 年将超过 20%。</blockquote></p><p> In case you’re wondering how this might play out, think back to 2020, when the buzz about the iPhone 12 became almost deafening in the run-up to its launch, driving up Apple’s share price. If and when it becomes clear that Apple is likely to jump into this new market in calendar 2022, the noise level is going to become earsplitting.</p><p><blockquote>如果你想知道这可能会如何发展，请回想一下 2020 年，当时关于 iPhone 12 的热议在发布前夕变得几乎震耳欲聋，推高了苹果的股价。如果苹果很可能在2022年进入这个新市场，噪音水平将变得震耳欲聋。</blockquote></p><p> Mark Zuckerberg may be talking the most about the metaverse, but Tim Cook’s company might just be the big winner here.</p><p><blockquote>马克-扎克伯格（Mark Zuckerberg）可能是元宇宙谈论最多的人，但蒂姆-库克（Tim Cook）的公司可能是这里的大赢家。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apple-stock-market-cap-virtual-reality-51639155227?mod=hp_LEAD_5\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-stock-market-cap-virtual-reality-51639155227?mod=hp_LEAD_5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118643418","content_text":"Apple shares have been on a ferocious tear, up 34% year to date, leaving it less than 5% away from a $3 trillion market capitalization, a milestone never hit by any other public company. The rally includes a startling 18% spurt in just the past four weeks, a period in which the S&P 500 has improved less than 2%.\nIt’s an astonishing performance. Keep in mind that there’s only one other company— Microsoft —with a market cap above $2 trillion, and just three others— Alphabet,Amazon.com,and Tesla —above $1 trillion. Founded in 1976, it took Apple 44 years to reach the $1 trillion level for the first time, in 2018. Two years later, in August 2020, the stock hit $2 trillion. And now just 15 months later, the stock is zeroing in on $3 trillion.\nSo what’s going on here?\nI’d argue that there are at least four reasons why Apple stock (ticker: AAPL) continues to rally to higher highs—and why $3 trillion will eventually look more like the floor than the ceiling.\nFor starters, Apple has become a haven for tech investors in times of turmoil—a flight-to-safety play; digital gold. Apple thrived during the pandemic, with accelerated demand for both Macs and iPads. And it has motored right along as the world begins the complex process of returning to normalcy, powered by iPhone and services growth. Apple continues to innovate, the company has fanatical customer loyalty, and it continues a shareholder-friendly policy of aggressively buying back its own shares. If you had to pick just one tech stock to own for the long haul, many would choose Apple.\nAnalysts continue to report iPhone 13 demand outstripping supply. Parts shortages remain an issue, and Apple warned in reporting September-quarter results that the December quarter would be muffled by an inability to meet demand. But remember that coming into this cycle, Street expectations for iPhone 13 were muted. Analysts saw this year’s model as an interim step—not nearly as important as the iPhone 12, the first to include 5G connectivity. But as was the case with the iPhone 11, there is reason to think that the Street has underestimated demand for the iPhone 13. In particular, there have been reports of historically high demand for the new phones in China, setting the stage for a potential December-quarter earnings surprise.\nMeanwhile, Apple got an unexpected boost on the legal front last week when a federal appeals court issued a stay, pending appeal, of a lower-court ruling that would have forced Apple to let developers include alternatives to Apple’s own payment system for in-app purchases. The three-judge panel for the Ninth Circuit found that Apple has demonstrated “serious questions” about the lower court’s finding that Apple violates California’s unfair competition law. Resolution of Apple’s appeal in the case could now drag on for months, or years—and the longer the delay, the better for Apple, which would rather keep the status quo.\nPerhaps most important, Wall Street in the past few weeks has begun to factor in two yet-to-be-announced new product categories—augmented- and virtual-reality headsets and autonomous vehicles—to its Apple financial and valuation models.\nFor instance, Morgan Stanley analyst Katy Huberty last week reiterated an Overweight rating on Apple shares, lifting her price target on the stock to $200, from $165; the new target implies a potential valuation of $3.3 trillion. For the near term, she says, iPhone sales and App Store activity should surprise to the upside. But she also contends that the time has come to start pricing new products into the mix.\n“Apple shares don’t seem to bake in the impact from upcoming new product launches,” despite a consistent record of innovation, Huberty asserts in a research note. She points out that Apple has rallied nearly 500% over the past five years—about quintuple the return on the S&P 500—in a period when iPhone revenue grew just 40%. The explanation for that divergence, she says, is that Apple has been innovating in other areas.\nApple built a wearables business, including the Apple Watch, that generates $38 billion a year in revenue, the size of a Fortune 120 company. And the Apple services business now produces nearly $70 billion a year in revenue, doubling over the past four years. As Apple gets closer to launches in AR/VR headsets and cars, Huberty concludes, those should be reflected in the company’s valuation.\nThe potential is vast. TFI Securities analyst Ming-Chi Kuo, who has been writing a series of research notes on Apple’s future AR/VR headsets, projects the company could sell a billion of the devices over the next 10 years. He thinks the gizmos will eventually cannibalize the iPhone market and become the primary online experience for many.\nBernstein analyst Toni Sacconaghi asserted, in a research note last week on Apple’s place in the metaverse, that the hardware access layer to the virtual world is likely to be concentrated among a few large players, as it has for the PC, mobile phone, and tablet markets. Sacconaghi says a rough guess is that AR/VR devices could be 4% of Apple’s revenue in 2030—and over 20% in 2040.\nIn case you’re wondering how this might play out, think back to 2020, when the buzz about the iPhone 12 became almost deafening in the run-up to its launch, driving up Apple’s share price. If and when it becomes clear that Apple is likely to jump into this new market in calendar 2022, the noise level is going to become earsplitting.\nMark Zuckerberg may be talking the most about the metaverse, but Tim Cook’s company might just be the big winner here.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604090968,"gmtCreate":1639275966603,"gmtModify":1639275966966,"author":{"id":"3574713327400822","authorId":"3574713327400822","name":"RichyRick","avatar":"https://static.tigerbbs.com/b86ee481aaeabbd2348ddf829e3a56fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574713327400822","authorIdStr":"3574713327400822"},"themes":[],"title":"","htmlText":"Good to know","listText":"Good to know","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604090968","repostId":"2190205546","repostType":4,"isVote":1,"tweetType":1,"viewCount":1969,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605430099,"gmtCreate":1639208309942,"gmtModify":1639208310298,"author":{"id":"3574713327400822","authorId":"3574713327400822","name":"RichyRick","avatar":"https://static.tigerbbs.com/b86ee481aaeabbd2348ddf829e3a56fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574713327400822","authorIdStr":"3574713327400822"},"themes":[],"title":"","htmlText":"Overvalued&nbsp;","listText":"Overvalued&nbsp;","text":"Overvalued","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605430099","repostId":"1134450838","repostType":4,"repost":{"id":"1134450838","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":1639148939,"share":"https://www.laohunote.com/m/news/1134450838?lang=zh_CN&edition=full","pubTime":"2021-12-10 23:08","market":"us","language":"en","title":"Grab shares dropped another 9% in morning trading<blockquote>Grab 股价在早盘交易中又下跌 9%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1134450838","media":"Tiger Newspress","summary":"Grab shares dropped another 9% in morning trading after falling more than 9% yesterday.","content":"<p>Grab shares dropped another 9% in morning trading after falling more than 9% yesterday.</p><p><blockquote>继昨天下跌超过 9% 后，Grab 股价在早盘交易中又下跌 9%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/963eb8dd73ce8daa0d852d63f0bcc276\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Grab shares dropped another 9% in morning trading<blockquote>Grab 股价在早盘交易中又下跌 9%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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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\">\nGrab shares dropped another 9% in morning trading<blockquote>Grab 股价在早盘交易中又下跌 9%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-10 23:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Grab shares dropped another 9% in morning trading after falling more than 9% yesterday.</p><p><blockquote>继昨天下跌超过 9% 后，Grab 股价在早盘交易中又下跌 9%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/963eb8dd73ce8daa0d852d63f0bcc276\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134450838","content_text":"Grab shares dropped another 9% in morning trading after falling more than 9% yesterday.","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":1702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605082280,"gmtCreate":1639093572035,"gmtModify":1639093572385,"author":{"id":"3574713327400822","authorId":"3574713327400822","name":"RichyRick","avatar":"https://static.tigerbbs.com/b86ee481aaeabbd2348ddf829e3a56fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574713327400822","authorIdStr":"3574713327400822"},"themes":[],"title":"","htmlText":"Hope the share price can go up","listText":"Hope the share price can go up","text":"Hope the share price can go up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605082280","repostId":"1197876683","repostType":4,"repost":{"id":"1197876683","kind":"news","pubTimestamp":1639092940,"share":"https://www.laohunote.com/m/news/1197876683?lang=zh_CN&edition=full","pubTime":"2021-12-10 07:35","market":"us","language":"en","title":"Department of Defense Awards C3 AI $500 Million Agreement<blockquote>国防部授予 C3 AI 5 亿美元协议</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1197876683","media":"Business Wire","summary":"C3.ai, Inc. (NYSE:AI), the leading Enterprise AI software company, has established a new five-year P","content":"<p>C3.ai, Inc. (NYSE:AI), the leading Enterprise AI software company, has established a new five-year Production-Other Transaction Agreement with the U.S. Department of Defense (DoD).</p><p><blockquote>领先的企业人工智能软件公司 C3.ai, Inc.（纽约证券交易所股票代码：AI）与美国签订了新的五年生产其他交易协议。国防部。</blockquote></p><p> “We are thrilled to have been selected for these important initiatives and look forward to expanding our work and finding new ways to better serve the U.S. federal government.”</p><p><blockquote>“我们很高兴被选中参与这些重要举措，并期待着扩大我们的工作范围，寻找新的方式来更好地为美国联邦政府服务”。</blockquote></p><p> Tweet this</p><p><blockquote>推特这个</blockquote></p><p> The agreement allows for an accelerated timeline to acquire C3 AI’s suite of Enterprise AI products and allows any DoD agency to acquire C3 AI products and services for modelling and simulation.</p><p><blockquote>该协议允许加快收购 C3 AI 的企业人工智能产品套件的时间表，并允许任何国防部机构收购用于建模和仿真的 C3 AI 产品和服务。</blockquote></p><p> Accelerating the DoD’s enterprise AI capabilities is vital to developing and deploying systems to counter increasingly capable threats. C3 AI’s software enables the DoD to rapidly address additional use cases and scale AI applications across all branches of the U.S. DoD.</p><p><blockquote>加快国防部的企业人工智能能力对于开发和部署系统以应对日益强大的威胁至关重要。C3 AI 的软件使国防部能够快速解决其他用例，并在美国国防部的所有分支机构扩展人工智能应用。</blockquote></p><p> “The new Agreement has a DoD-wide scope, accelerating research projects in simulation and modelling and production deployments for operations and sustainment,” said Thomas M. Siebel, CEO of C3 AI. “We are thrilled to have been selected for these important initiatives and look forward to expanding our work and finding new ways to better serve the U.S. federal government.”</p><p><blockquote>“C3 AI 首席执行官托马斯-M-西贝尔（Thomas M. Siebel）说：”新协议的范围遍及国防部，加速了模拟和建模方面的研究项目以及运营和维护的生产部署。“我们很高兴被选中参与这些重要举措，并期待着扩大我们的工作范围，寻找新的方式来更好地为美国联邦政府服务”。</blockquote></p><p> This agreement accelerates the adoption of the C3 AI Suite and C3 AI defense and intelligence applications like those currently in use at the U.S. Air Force, Space Command, RSO, F35 JPO, DISA, and others. C3 AI defense and intelligence applications in use today include insider threat, security clearance adjudication, readiness, AI predictive maintenance, modelling and simulation, missile trajectory modelling, and data fusion. These enterprise capabilities are critical to DoD and intelligence agencies as they accelerate their transformation towards large-scale deployments of increasingly vital artificial intelligence capabilities.</p><p><blockquote>该协议加速了 C3 AI 套件和 C3 AI 国防和情报应用程序的采用，例如目前在美国空军、太空司令部、RSO、F35 JPO、DISA 等机构使用的应用程序。目前使用的C3人工智能防御和情报应用包括内部威胁、安全许可裁决、准备状态、人工智能预测性维护、建模和仿真、导弹弹道建模和数据融合。这些企业能力对于国防部和情报机构至关重要，因为它们正在加速向大规模部署日益重要的人工智能能力转型。</blockquote></p><p></p>","source":"lsy1580987242494","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>Department of Defense Awards C3 AI $500 Million Agreement<blockquote>国防部授予 C3 AI 5 亿美元协议</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\">\nDepartment of Defense Awards C3 AI $500 Million Agreement<blockquote>国防部授予 C3 AI 5 亿美元协议</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Business Wire</strong><span class=\"h-time small\">2021-12-10 07:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>C3.ai, Inc. (NYSE:AI), the leading Enterprise AI software company, has established a new five-year Production-Other Transaction Agreement with the U.S. Department of Defense (DoD).</p><p><blockquote>领先的企业人工智能软件公司 C3.ai, Inc.（纽约证券交易所股票代码：AI）与美国签订了新的五年生产其他交易协议。国防部。</blockquote></p><p> “We are thrilled to have been selected for these important initiatives and look forward to expanding our work and finding new ways to better serve the U.S. federal government.”</p><p><blockquote>“我们很高兴被选中参与这些重要举措，并期待着扩大我们的工作范围，寻找新的方式来更好地为美国联邦政府服务”。</blockquote></p><p> Tweet this</p><p><blockquote>推特这个</blockquote></p><p> The agreement allows for an accelerated timeline to acquire C3 AI’s suite of Enterprise AI products and allows any DoD agency to acquire C3 AI products and services for modelling and simulation.</p><p><blockquote>该协议允许加快收购 C3 AI 的企业人工智能产品套件的时间表，并允许任何国防部机构收购用于建模和仿真的 C3 AI 产品和服务。</blockquote></p><p> Accelerating the DoD’s enterprise AI capabilities is vital to developing and deploying systems to counter increasingly capable threats. C3 AI’s software enables the DoD to rapidly address additional use cases and scale AI applications across all branches of the U.S. DoD.</p><p><blockquote>加快国防部的企业人工智能能力对于开发和部署系统以应对日益强大的威胁至关重要。C3 AI 的软件使国防部能够快速解决其他用例，并在美国国防部的所有分支机构扩展人工智能应用。</blockquote></p><p> “The new Agreement has a DoD-wide scope, accelerating research projects in simulation and modelling and production deployments for operations and sustainment,” said Thomas M. Siebel, CEO of C3 AI. “We are thrilled to have been selected for these important initiatives and look forward to expanding our work and finding new ways to better serve the U.S. federal government.”</p><p><blockquote>“C3 AI 首席执行官托马斯-M-西贝尔（Thomas M. Siebel）说：”新协议的范围遍及国防部，加速了模拟和建模方面的研究项目以及运营和维护的生产部署。“我们很高兴被选中参与这些重要举措，并期待着扩大我们的工作范围，寻找新的方式来更好地为美国联邦政府服务”。</blockquote></p><p> This agreement accelerates the adoption of the C3 AI Suite and C3 AI defense and intelligence applications like those currently in use at the U.S. Air Force, Space Command, RSO, F35 JPO, DISA, and others. C3 AI defense and intelligence applications in use today include insider threat, security clearance adjudication, readiness, AI predictive maintenance, modelling and simulation, missile trajectory modelling, and data fusion. These enterprise capabilities are critical to DoD and intelligence agencies as they accelerate their transformation towards large-scale deployments of increasingly vital artificial intelligence capabilities.</p><p><blockquote>该协议加速了 C3 AI 套件和 C3 AI 国防和情报应用程序的采用，例如目前在美国空军、太空司令部、RSO、F35 JPO、DISA 等机构使用的应用程序。目前使用的C3人工智能防御和情报应用包括内部威胁、安全许可裁决、准备状态、人工智能预测性维护、建模和仿真、导弹弹道建模和数据融合。这些企业能力对于国防部和情报机构至关重要，因为它们正在加速向大规模部署日益重要的人工智能能力转型。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.businesswire.com/news/home/20211209006092/en/Department-of-Defense-Awards-C3-AI-500-Million-Agreement\">Business Wire</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":{"AI":"C3.ai, Inc."},"source_url":"https://www.businesswire.com/news/home/20211209006092/en/Department-of-Defense-Awards-C3-AI-500-Million-Agreement","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197876683","content_text":"C3.ai, Inc. (NYSE:AI), the leading Enterprise AI software company, has established a new five-year Production-Other Transaction Agreement with the U.S. Department of Defense (DoD).\n\n“We are thrilled to have been selected for these important initiatives and look forward to expanding our work and finding new ways to better serve the U.S. federal government.”\n\nTweet this\nThe agreement allows for an accelerated timeline to acquire C3 AI’s suite of Enterprise AI products and allows any DoD agency to acquire C3 AI products and services for modelling and simulation.\n\nAccelerating the DoD’s enterprise AI capabilities is vital to developing and deploying systems to counter increasingly capable threats. C3 AI’s software enables the DoD to rapidly address additional use cases and scale AI applications across all branches of the U.S. DoD.\n\n“The new Agreement has a DoD-wide scope, accelerating research projects in simulation and modelling and production deployments for operations and sustainment,” said Thomas M. Siebel, CEO of C3 AI. “We are thrilled to have been selected for these important initiatives and look forward to expanding our work and finding new ways to better serve the U.S. federal government.”\n\nThis agreement accelerates the adoption of the C3 AI Suite and C3 AI defense and intelligence applications like those currently in use at the U.S. Air Force, Space Command, RSO, F35 JPO, DISA, and others. C3 AI defense and intelligence applications in use today include insider threat, security clearance adjudication, readiness, AI predictive maintenance, modelling and simulation, missile trajectory modelling, and data fusion. These enterprise capabilities are critical to DoD and intelligence agencies as they accelerate their transformation towards large-scale deployments of increasingly vital artificial intelligence capabilities.","news_type":1,"symbols_score_info":{"AI":0.9}},"isVote":1,"tweetType":1,"viewCount":1973,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602842994,"gmtCreate":1639009812415,"gmtModify":1639009813031,"author":{"id":"3574713327400822","authorId":"3574713327400822","name":"RichyRick","avatar":"https://static.tigerbbs.com/b86ee481aaeabbd2348ddf829e3a56fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574713327400822","authorIdStr":"3574713327400822"},"themes":[],"title":"","htmlText":"Good to know&nbsp;","listText":"Good to know&nbsp;","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602842994","repostId":"2190169579","repostType":4,"isVote":1,"tweetType":1,"viewCount":1472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606409582,"gmtCreate":1638915788309,"gmtModify":1638915788661,"author":{"id":"3574713327400822","authorId":"3574713327400822","name":"RichyRick","avatar":"https://static.tigerbbs.com/b86ee481aaeabbd2348ddf829e3a56fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574713327400822","authorIdStr":"3574713327400822"},"themes":[],"title":"","htmlText":"Great stock.","listText":"Great stock.","text":"Great stock.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606409582","repostId":"1159685639","repostType":4,"repost":{"id":"1159685639","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":1638888367,"share":"https://www.laohunote.com/m/news/1159685639?lang=zh_CN&edition=full","pubTime":"2021-12-07 22:46","market":"us","language":"en","title":"Apple shares rose more than 3% to a new high<blockquote>苹果股价上涨逾3%创新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159685639","media":"Tiger Newspress","summary":"Apple shares rose more than 3% to a new high after the company got another street-high target on vir","content":"<p>Apple shares rose more than 3% to a new high&nbsp;after&nbsp;the&nbsp;company&nbsp;got another street-high target on virtual reality boost.</p><p><blockquote>苹果股价上涨超过 3%，创下新高，此前该公司在虚拟现实提升方面获得了另一个高价目标。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/eb9792aa89d24847aee38f67d56067eb\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Apple Inc.&nbsp;got its second Street-high price target as Morgan Stanley sees it benefiting from new product categories in virtual reality and autonomous vehicles.</p><p><blockquote>摩根士丹利认为苹果公司受益于虚拟现实和自动驾驶汽车的新产品类别，因此获得了第二高的目标价。</blockquote></p><p> Analyst Katy Huberty, who rates Apple overweight, raised her price target to $200 from $164, matching Wedbush as the highest among targets tracked by Bloomberg. </p><p><blockquote>对苹果·跑赢大盘进行评级的分析师凯蒂·休伯蒂 (Katy Huberty) 将目标价从 164 美元上调至 200 美元，与韦德布什持平，成为彭博社追踪的目标中最高的。</blockquote></p><p> While investors have struggled to value the iPhone maker’s new products given the company’s secrecy, Huberty expects augmented and virtual reality, as well as autonomous vehicles, to eventually be priced in, and says Apple should also benefit from a “flight to quality” in technology stocks.</p><p><blockquote>虽然鉴于这家 iPhone 制造商的保密性，投资者一直难以对其新产品进行估值，但休伯蒂预计增强现实和虚拟现实以及自动驾驶汽车最终将被纳入定价，并表示苹果也应该从科技股的 “向质量的转变 ”中受益。</blockquote></p><p> “Despite a consistent and material revenue contribution from new products and services over time, Apple shares don’t seem to bake in the impact from upcoming new product launches,” Huberty wrote in a note. “We believe this will change as Apple approaches the launch of an AR/VR product over the next year.”</p><p><blockquote>“休伯蒂在一份报告中写道：”尽管随着时间的推移，新产品和服务对收入的贡献一直很大，但苹果的股价似乎并没有受到即将推出的新产品的影响。“我们相信，随着苹果明年即将推出 AR/VR 产品，这种情况将会改变。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7d1d69bd985c3b74963515674f2da918\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Apple’s shares have surged 25% this year and ended Monday’s session at a fresh record. Investors consider the tech giant a safe bet in an increasingly volatile market, as the highest-valued names in the sector get hit by hawkish signals from the Federal Reserve.</p><p><blockquote>苹果的股价今年以来已飙升 25%，周一收盘时创下新纪录。投资者认为，在日益动荡的市场中，这家科技巨头是一个安全的选择，因为该行业估值最高的公司受到美联储鹰派信号的打击。</blockquote></p><p> Huberty also increased her estimates for Apple’s December quarter, citing improving iPhone supply as manufacturing disruptions ease.</p><p><blockquote>休伯蒂还上调了对苹果 12 月份季度的预期，理由是随着生产中断的缓解，iPhone 供应有所改善。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple shares rose more than 3% to a new high<blockquote>苹果股价上涨逾3%创新高</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple shares rose more than 3% to a new high<blockquote>苹果股价上涨逾3%创新高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-07 22:46</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple shares rose more than 3% to a new high&nbsp;after&nbsp;the&nbsp;company&nbsp;got another street-high target on virtual reality boost.</p><p><blockquote>苹果股价上涨超过 3%，创下新高，此前该公司在虚拟现实提升方面获得了另一个高价目标。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/eb9792aa89d24847aee38f67d56067eb\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Apple Inc.&nbsp;got its second Street-high price target as Morgan Stanley sees it benefiting from new product categories in virtual reality and autonomous vehicles.</p><p><blockquote>摩根士丹利认为苹果公司受益于虚拟现实和自动驾驶汽车的新产品类别，因此获得了第二高的目标价。</blockquote></p><p> Analyst Katy Huberty, who rates Apple overweight, raised her price target to $200 from $164, matching Wedbush as the highest among targets tracked by Bloomberg. </p><p><blockquote>对苹果·跑赢大盘进行评级的分析师凯蒂·休伯蒂 (Katy Huberty) 将目标价从 164 美元上调至 200 美元，与韦德布什持平，成为彭博社追踪的目标中最高的。</blockquote></p><p> While investors have struggled to value the iPhone maker’s new products given the company’s secrecy, Huberty expects augmented and virtual reality, as well as autonomous vehicles, to eventually be priced in, and says Apple should also benefit from a “flight to quality” in technology stocks.</p><p><blockquote>虽然鉴于这家 iPhone 制造商的保密性，投资者一直难以对其新产品进行估值，但休伯蒂预计增强现实和虚拟现实以及自动驾驶汽车最终将被纳入定价，并表示苹果也应该从科技股的 “向质量的转变 ”中受益。</blockquote></p><p> “Despite a consistent and material revenue contribution from new products and services over time, Apple shares don’t seem to bake in the impact from upcoming new product launches,” Huberty wrote in a note. “We believe this will change as Apple approaches the launch of an AR/VR product over the next year.”</p><p><blockquote>“休伯蒂在一份报告中写道：”尽管随着时间的推移，新产品和服务对收入的贡献一直很大，但苹果的股价似乎并没有受到即将推出的新产品的影响。“我们相信，随着苹果明年即将推出 AR/VR 产品，这种情况将会改变。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7d1d69bd985c3b74963515674f2da918\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Apple’s shares have surged 25% this year and ended Monday’s session at a fresh record. Investors consider the tech giant a safe bet in an increasingly volatile market, as the highest-valued names in the sector get hit by hawkish signals from the Federal Reserve.</p><p><blockquote>苹果的股价今年以来已飙升 25%，周一收盘时创下新纪录。投资者认为，在日益动荡的市场中，这家科技巨头是一个安全的选择，因为该行业估值最高的公司受到美联储鹰派信号的打击。</blockquote></p><p> Huberty also increased her estimates for Apple’s December quarter, citing improving iPhone supply as manufacturing disruptions ease.</p><p><blockquote>休伯蒂还上调了对苹果 12 月份季度的预期，理由是随着生产中断的缓解，iPhone 供应有所改善。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159685639","content_text":"Apple shares rose more than 3% to a new high after the company got another street-high target on virtual reality boost.\n\nApple Inc. got its second Street-high price target as Morgan Stanley sees it benefiting from new product categories in virtual reality and autonomous vehicles.\nAnalyst Katy Huberty, who rates Apple overweight, raised her price target to $200 from $164, matching Wedbush as the highest among targets tracked by Bloomberg. \nWhile investors have struggled to value the iPhone maker’s new products given the company’s secrecy, Huberty expects augmented and virtual reality, as well as autonomous vehicles, to eventually be priced in, and says Apple should also benefit from a “flight to quality” in technology stocks.\n“Despite a consistent and material revenue contribution from new products and services over time, Apple shares don’t seem to bake in the impact from upcoming new product launches,” Huberty wrote in a note. “We believe this will change as Apple approaches the launch of an AR/VR product over the next year.”\n\nApple’s shares have surged 25% this year and ended Monday’s session at a fresh record. Investors consider the tech giant a safe bet in an increasingly volatile market, as the highest-valued names in the sector get hit by hawkish signals from the Federal Reserve.\nHuberty also increased her estimates for Apple’s December quarter, citing improving iPhone supply as manufacturing disruptions ease.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606334738,"gmtCreate":1638833663040,"gmtModify":1638833663371,"author":{"id":"3574713327400822","authorId":"3574713327400822","name":"RichyRick","avatar":"https://static.tigerbbs.com/b86ee481aaeabbd2348ddf829e3a56fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574713327400822","authorIdStr":"3574713327400822"},"themes":[],"title":"","htmlText":"Strong and going up","listText":"Strong and going up","text":"Strong and going up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/606334738","repostId":"1151061798","repostType":4,"repost":{"id":"1151061798","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":1638802296,"share":"https://www.laohunote.com/m/news/1151061798?lang=zh_CN&edition=full","pubTime":"2021-12-06 22:51","market":"us","language":"en","title":"Alibaba stock jumped 7% in morning trading<blockquote>阿里巴巴-SW股价早盘上涨 7%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151061798","media":"Tiger Newspress","summary":"Alibaba stock jumped 7% in morning trading afer the company overhauled e-commerce businesses and nam","content":"<p>Alibaba stock jumped&nbsp;7% in morning trading&nbsp;afer&nbsp;the&nbsp;company&nbsp;overhauled e-commerce businesses&nbsp;and&nbsp;named new CFO.</p><p><blockquote>阿里巴巴-SW彻底改革电子商务业务并任命新首席财务官后，该公司股价在早盘交易中上涨 7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0155455070ae9f5524078c679415af94\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Alibaba Group Holding Ltd&nbsp;said it will reorganise its international and domestic e-commerce businesses and replace its CFO.</p><p><blockquote>阿里巴巴-SW集团控股有限公司表示，将重组其国际和国内电子商务业务，并更换首席财务官。</blockquote></p><p> It will form two new units - international digital commerce and China digital commerce which it said was part of efforts to become more agile and accelerate growth.</p><p><blockquote>它将组建两个新部门——国际数字商务和中国数字商务，它表示这是变得更加敏捷和加速增长的努力的一部分。</blockquote></p><p> The international digital commerce unit will include AliExpress which sells to retail buyers particularly in Europe and South America, its Southeast Asian e-commerce business Lazada and Alibaba.com which is more focused on selling to overseas business customers.</p><p><blockquote>国际数字商务部门将包括全球速卖通（主要面向欧洲和南美的零售买家）、东南亚电子商务业务 Lazada 和更专注于面向海外商业客户销售的阿里巴巴网站。</blockquote></p><p> It will be headed by Jiang Fan, who had been in charge of its main Chinese retail marketplaces, and the change is seen in line with Alibaba's aim to make 'globalisation' a key focus area in addition to cloud computing and domestic consumer spending.</p><p><blockquote>该公司将由曾负责中国主要零售市场的蒋凡领导，这一变化被认为符合阿里巴巴将“全球化”作为除云计算和国内消费者支出之外的一个关键重点领域的目标。</blockquote></p><p> The China digital commerce unit will include Alibaba's two main marketplaces, Tmall for established brands and Taobao which welcomes all kinds of merchants. It will be led by Trudy Dai, who has previously overseen a number of Alibaba platforms.</p><p><blockquote>中国数字商务部门将包括阿里巴巴的两个主要市场，老字号天猫和欢迎各类商家的淘宝。它将由特鲁迪·戴 (Trudy Dai) 领导，她此前曾监管过多个阿里巴巴-SW平台。</blockquote></p><p> Alibaba also announced that deputy chief financial officer Toby Xu will succeed Maggie Wu as CFO from April, describing his appointment as part of the company's leadership succession plan. Xu joined Alibaba from PWC three years ago.</p><p><blockquote>阿里巴巴-SW还宣布，副首席财务官 Toby Xu 将从 4 月起接替 Maggie Wu 担任首席财务官，并称他的任命是公司领导层继任计划的一部分。徐三年前从普华永道加入阿里巴巴-SW。</blockquote></p><p> Hit by weaker growth for the economy and fierce competition from a plethora of rivals, Alibaba last month slashed its&nbsp;forecast for annual revenue growth&nbsp;to its slowest pace since its 2014 stock market debut. It also saw sales at its banner event, online shopping festival Singles Day, grow at&nbsp;their slowest rate ever.</p><p><blockquote>受经济增长疲软和众多竞争对手激烈竞争的打击，阿里巴巴-SW上个月将年收入增长预期下调至 2014 年股市上市以来的最慢速度。它还看到其旗舰活动“光棍节”的销售额以有史以来最慢的速度增长。</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>Alibaba stock jumped 7% in morning trading<blockquote>阿里巴巴-SW股价早盘上涨 7%</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\">\nAlibaba stock jumped 7% in morning trading<blockquote>阿里巴巴-SW股价早盘上涨 7%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-06 22:51</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Alibaba stock jumped&nbsp;7% in morning trading&nbsp;afer&nbsp;the&nbsp;company&nbsp;overhauled e-commerce businesses&nbsp;and&nbsp;named new CFO.</p><p><blockquote>阿里巴巴-SW彻底改革电子商务业务并任命新首席财务官后，该公司股价在早盘交易中上涨 7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0155455070ae9f5524078c679415af94\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Alibaba Group Holding Ltd&nbsp;said it will reorganise its international and domestic e-commerce businesses and replace its CFO.</p><p><blockquote>阿里巴巴-SW集团控股有限公司表示，将重组其国际和国内电子商务业务，并更换首席财务官。</blockquote></p><p> It will form two new units - international digital commerce and China digital commerce which it said was part of efforts to become more agile and accelerate growth.</p><p><blockquote>它将组建两个新部门——国际数字商务和中国数字商务，它表示这是变得更加敏捷和加速增长的努力的一部分。</blockquote></p><p> The international digital commerce unit will include AliExpress which sells to retail buyers particularly in Europe and South America, its Southeast Asian e-commerce business Lazada and Alibaba.com which is more focused on selling to overseas business customers.</p><p><blockquote>国际数字商务部门将包括全球速卖通（主要面向欧洲和南美的零售买家）、东南亚电子商务业务 Lazada 和更专注于面向海外商业客户销售的阿里巴巴网站。</blockquote></p><p> It will be headed by Jiang Fan, who had been in charge of its main Chinese retail marketplaces, and the change is seen in line with Alibaba's aim to make 'globalisation' a key focus area in addition to cloud computing and domestic consumer spending.</p><p><blockquote>该公司将由曾负责中国主要零售市场的蒋凡领导，这一变化被认为符合阿里巴巴将“全球化”作为除云计算和国内消费者支出之外的一个关键重点领域的目标。</blockquote></p><p> The China digital commerce unit will include Alibaba's two main marketplaces, Tmall for established brands and Taobao which welcomes all kinds of merchants. It will be led by Trudy Dai, who has previously overseen a number of Alibaba platforms.</p><p><blockquote>中国数字商务部门将包括阿里巴巴的两个主要市场，老字号天猫和欢迎各类商家的淘宝。它将由特鲁迪·戴 (Trudy Dai) 领导，她此前曾监管过多个阿里巴巴-SW平台。</blockquote></p><p> Alibaba also announced that deputy chief financial officer Toby Xu will succeed Maggie Wu as CFO from April, describing his appointment as part of the company's leadership succession plan. Xu joined Alibaba from PWC three years ago.</p><p><blockquote>阿里巴巴-SW还宣布，副首席财务官 Toby Xu 将从 4 月起接替 Maggie Wu 担任首席财务官，并称他的任命是公司领导层继任计划的一部分。徐三年前从普华永道加入阿里巴巴-SW。</blockquote></p><p> Hit by weaker growth for the economy and fierce competition from a plethora of rivals, Alibaba last month slashed its&nbsp;forecast for annual revenue growth&nbsp;to its slowest pace since its 2014 stock market debut. It also saw sales at its banner event, online shopping festival Singles Day, grow at&nbsp;their slowest rate ever.</p><p><blockquote>受经济增长疲软和众多竞争对手激烈竞争的打击，阿里巴巴-SW上个月将年收入增长预期下调至 2014 年股市上市以来的最慢速度。它还看到其旗舰活动“光棍节”的销售额以有史以来最慢的速度增长。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151061798","content_text":"Alibaba stock jumped 7% in morning trading afer the company overhauled e-commerce businesses and named new CFO.\n\nAlibaba Group Holding Ltd said it will reorganise its international and domestic e-commerce businesses and replace its CFO.\nIt will form two new units - international digital commerce and China digital commerce which it said was part of efforts to become more agile and accelerate growth.\nThe international digital commerce unit will include AliExpress which sells to retail buyers particularly in Europe and South America, its Southeast Asian e-commerce business Lazada and Alibaba.com which is more focused on selling to overseas business customers.\nIt will be headed by Jiang Fan, who had been in charge of its main Chinese retail marketplaces, and the change is seen in line with Alibaba's aim to make 'globalisation' a key focus area in addition to cloud computing and domestic consumer spending.\nThe China digital commerce unit will include Alibaba's two main marketplaces, Tmall for established brands and Taobao which welcomes all kinds of merchants. It will be led by Trudy Dai, who has previously overseen a number of Alibaba platforms.\nAlibaba also announced that deputy chief financial officer Toby Xu will succeed Maggie Wu as CFO from April, describing his appointment as part of the company's leadership succession plan. Xu joined Alibaba from PWC three years ago.\nHit by weaker growth for the economy and fierce competition from a plethora of rivals, Alibaba last month slashed its forecast for annual revenue growth to its slowest pace since its 2014 stock market debut. It also saw sales at its banner event, online shopping festival Singles Day, grow at their slowest rate ever.","news_type":1,"symbols_score_info":{"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":1761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608197086,"gmtCreate":1638661696674,"gmtModify":1638661696869,"author":{"id":"3574713327400822","authorId":"3574713327400822","name":"RichyRick","avatar":"https://static.tigerbbs.com/b86ee481aaeabbd2348ddf829e3a56fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574713327400822","authorIdStr":"3574713327400822"},"themes":[],"title":"","htmlText":"Good to know","listText":"Good to know","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608197086","repostId":"1115344844","repostType":4,"repost":{"id":"1115344844","kind":"news","pubTimestamp":1638544099,"share":"https://www.laohunote.com/m/news/1115344844?lang=zh_CN&edition=full","pubTime":"2021-12-03 23:08","market":"us","language":"en","title":"3 High Growth Stocks To Buy In The Pullback<blockquote>回调期间值得买入的 3 只高增长股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1115344844","media":"Seeking Alpha","summary":"Summary\n\nUpstart has fallen more than 50% from its highs. But its last earnings report wasn't that b","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Upstart has fallen more than 50% from its highs. But its last earnings report wasn't that bad. The story is still intact and shares have derisked considerably.</li>  <li>Zscaler continues to impress with recent results showing accelerated growth again. The shares went up immediately after the report but reversed down in the general wash out.</li>  <li>Monday.com is a fairly new company and it also got hit by the market. Its high growth profile, rapidly improving profitability, and reasonable valuation makes it an interesting stock pick.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2aac50f1e4e4115b0d38a5ec6c15c267\" tg-width=\"1536\" tg-height=\"1139\" width=\"100%\" height=\"auto\"><span>Galeanu Mihai/iStock via Getty Images</span></p><p><blockquote><ul><li>Upstart 已从高点下跌超过 50%。但它的上一份收益报告并没有那么糟糕。故事仍然完好无损，股价已大幅降低风险。</li><li>Zscaler 继续给人留下深刻印象，最近的结果再次显示加速增长。报告发布后，该股立即上涨，但在普遍洗盘中回落。</li><li>Monday.com 是一家相当新的公司，它也受到了市场的打击。其高增长形势、快速提高的盈利能力和合理的估值使其成为一个有趣的股票选择。</li></ul><p class=\"t-img-caption\"><span>Galeanu Mihai/iStock 来自 Getty Images</span></p></blockquote></p><p> I started writing this article one week ago with the goal to review Upstart's recent quarterly results. Since in my&nbsp;last article, I argued that Upstart (UPST) might still be an attractive buying opportunity at $390 a share, I wanted to check on the company (currently trading around $180 –<i>yikes!</i>).</p><p><blockquote>我一周前开始写这篇文章，目的是回顾一下 Upstart 最近的季度业绩。由于在我的上一篇文章中，我认为 Upstart (UPST) 可能仍然是每股 390 美元的有吸引力的买入机会，因此我想了解一下该公司（目前交易价格约为 180 美元 –<i>呀!</i>).</blockquote></p><p> However, the recent market sell-off, especially in high-growth names, made me reconsider the direction of the article. I think it is much more interesting right now to write about some high-growth names in my portfolio that I am considering adding during this little downturn.</p><p><blockquote>然而，最近的市场抛售，尤其是高增长股票，让我重新考虑了文章的方向。我认为现在在我的投资组合中写下一些高增长的名字要有趣得多，我正在考虑在这次小小的低迷时期添加这些名字。</blockquote></p><p> A little caveat upfront, though. I am really bad at short-term calls (as evidenced by my recent Upstart article). I have no idea what the Omicron variant will do to our economy, what the Fed's monetary policy will be in the future and how far this sell-off will go eventually. By the time this article is published, the sell-off might already have reversed. Or it might have gotten much worse. I simply don't know.</p><p><blockquote>不过，先有一个小小的警告。我真的不擅长短期评级（我最近的暴发户文章就证明了这一点）。我不知道奥密克戎变体会对我们的经济产生什么影响，美联储未来的货币政策会是什么，以及这种抛售最终会走多远。当本文发表时，抛售可能已经逆转。或者情况可能会变得更糟。我就是不知道。</blockquote></p><p> What I do know is that there are companies in the public markets with exceptional business fundamentals that&nbsp;<b>will do very well regardless of the macro environment</b>. These are businesses with high growth rates, high margins, and long runways of growth. They also have high valuation multiples which lead to increased risk and high volatility. Taking advantage of that volatility is a great way to increase your returns. Here are some stocks that I consider buying right now:</p><p><blockquote>我所知道的是，公开市场上有些公司拥有卓越的商业基本面<b>无论宏观环境如何，都会做得很好</b>这些业务具有高增长率、高利润率和长增长跑道。它们还具有高估值倍数，导致风险增加和高波动性。利用这种波动性是增加回报的好方法。以下是我现在考虑购买的一些股票：</blockquote></p><p> <b>Upstart</b></p><p><blockquote><b>暴发户</b></blockquote></p><p> Let's start with the one I originally wanted to write about: To summarize shortly, I think that if you liked Upstart at $390, you should like it much more at $180. The earnings release for Q3 2021 was not as bad as the market's reaction might suggest. Yes, expectations were lofty based on an exceptional Q2 report, and yes, these expectations were not entirely met in Q3. But that does not mean that the fundamental picture has deteriorated. What the wild price swings of the past prove, and I have written about in the past, is that this young company is difficult to value. Growth is high, but also hard to predict. And while the disruption of the FICO score through AI technology is enticing and seems inevitable, Upstart's role in that story is not set in stone.</p><p><blockquote>让我们从我最初想写的开始：简单总结一下，我认为如果你喜欢390美元的Upstart，你应该更喜欢180美元的它。2021 年第三季度的财报发布并不像市场反应所暗示的那么糟糕。是的，基于出色的第二季度报告，人们的期望很高，是的，这些期望在第三季度并没有完全得到满足。但这并不意味着基本面已经恶化。过去价格的剧烈波动证明，我过去也写过，这家年轻的公司很难估值。增长很高，但也很难预测。虽然通过人工智能技术破坏 FICO 分数很诱人，而且似乎是不可避免的，但 Upstart 在这个故事中的角色并非一成不变。</blockquote></p><p> Let's look at some numbers:</p><p><blockquote>让我们看一些数字：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7b085c5134a9e376f177da8f5fa2674e\" tg-width=\"640\" tg-height=\"309\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b826680751b139c569c90d0d3be483cf\" tg-width=\"640\" tg-height=\"163\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者</span></p></blockquote></p><p> As you can see, revenue growth is still explosive, and with a normal beat should accelerate again into Q4 on a sequential basis. And while most key performance indicators (loans transacted, conversion rate, percentage of automated loans) together with&nbsp;margins&nbsp;all decelerated or went down slightly, I don't think that this means the fundamentals have changed with this company. There were many details mentioned in the&nbsp;earnings call&nbsp;that I won't discuss in this article format. But the key takeaway for me was that management seemed very upbeat about the future of the company.</p><p><blockquote>正如您所看到的，收入增长仍然是爆炸性的，在正常情况下，收入增长应该会再次加速到第四季度。虽然大多数关键绩效指标（交易贷款、转化率、自动化贷款百分比）以及利润率都有所减速或略有下降，但我认为这并不意味着这家公司的基本面已经发生了变化。收益看涨期权中提到了许多细节，我不会以本文的形式讨论。但对我来说，关键的收获是管理层似乎对公司的未来非常乐观。</blockquote></p><p> I think there are two key mistakes that investors should avoid here:</p><p><blockquote>我认为投资者应该避免两个关键错误：</blockquote></p><p></p><p> <ol>  <li>Let the disappointment of a \"not-so-blowout\" quarter and a devastating price action make you blind to this investment opportunity. This was still a very good quarter and now that the shares have fallen off a cliff the stock is much more attractive.</li>  <li>Do not look at Upstart through the lens of SaaS businesses. As I wrote in&nbsp;May:<i>Upstart might be a high-promising cloud software company but it does not have a SaaS business model. There is</i>&nbsp;<i><b>no recurring revenue</b></i>&nbsp;<i>to fall back on in tough times, no sticky subscription customers, no backlog, no land and expand. Every quarter Upstart has to sell new loans, and revenue basically starts from zero.</i></li> </ol> Upstart's financials are lumpier and less reliable and as a result, the company deserves much more investor attention and a lower valuation multiple than high growth companies with recurring revenues. However, if growth stays very high, it could more than make up for that fact. Currently, the company is trading at a 17.76 forward EV/S, which I think is a relative bargain for a company with this growth and margin profile.</p><p><blockquote><ol><li>让“不那么井喷”的季度的失望和毁灭性的价格走势让你对这个投资机会视而不见。这仍然是一个非常好的季度，现在股价已经跌下悬崖，该股更具吸引力。</li><li>不要通过SaaS业务的视角来看待新贵。正如我在五月份写的：<i>Upstart可能是一家很有前途的云软件公司，但它没有SaaS商业模式。有</i> <i><b>无经常性收入</b></i> <i>在困难时期可以依靠，没有粘性订阅客户，没有积压，没有土地和扩张。每个季度Upstart都要出售新贷款，收入基本从零开始。</i></li></ol>Upstart 的财务状况更加不稳定且不太可靠，因此，与具有经常性收入的高增长公司相比，该公司值得更多的投资者关注和更低的估值倍数。然而，如果增长保持非常高，它可以弥补这一事实。目前，该公司的远期 EV/S 交易价格为 17.76，我认为对于一家具有这种增长和利润率的公司来说，这是一个相对便宜的价格。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15592919228dec8ee2403898d69ef228\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> <b>Zscaler</b></p><p><blockquote><b>缩放器</b></blockquote></p><p> Sometimes the market gives you a gift that you should not refuse. This is what happened with Zscaler (ZS) yesterday. The&nbsp;stock initially was up&nbsp;in the postmarket after the company reported another&nbsp;blow-out quarter&nbsp;on Tuesday. But on Wednesday it all didn't matter anymore and thanks to the little correction, sector rotation, or whatever you want to call it, the stock actually went&nbsp;<b>down by more than 8%</b>. This is really a time when you want to buy: You just got confirmation that your company is doing incredibly well with growth accelerating and the stock sells off for macro concerns. The stock is definitely not cheap at a forward EV/S of 43.51 and, of course, this \"pull-back\" is laughable (<i>\"oh my god, the stock is back to where it was...one month ago\"</i>).</p><p><blockquote>有时候市场给了你一份你不应该拒绝的礼物。这就是昨天Zscaler(ZS)发生的事情。在该公司周二公布另一个井喷季度后，该股最初在后市上涨。但到了周三，一切都不再重要了，由于小幅调整、板块轮动或任何你想看涨期权的东西，该股实际上上涨了<b>下降8%以上</b>. 这确实是你想买入的时候：你刚刚得到确认，你的公司在增长加速的情况下表现非常好，而股票因宏观担忧而遭到抛售。该股的远期 EV/S 为 43.51，绝对不便宜，当然，这种“回调”是可笑的（<i>“天哪，股票又回到了……一个月前”</i>).</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e79ff3fce3101896f17b65ced143c037\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> But I like to own companies that are doing exceptional things and I don't mind paying up for them, especially in a turbulent market.</p><p><blockquote>但我喜欢拥有那些做着非凡事情的公司，我不介意为此付费，尤其是在动荡的市场中。</blockquote></p><p> How exceptional is Zscaler? Just look at those revenue growth numbers:</p><p><blockquote>Zscaler有多出色？看看这些收入增长数据就知道了：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3def4410c8c903a03041a2cd51b36979\" tg-width=\"640\" tg-height=\"386\" width=\"100%\" height=\"auto\"><span>Source: Author.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者。</span></p></blockquote></p><p> I&nbsp;thought&nbsp;in May that growth acceleration might end soon, but it has continued to accelerate in Q1 2022. If the company beats its guidance in Q2 in a similar fashion to the past (usually more than 5%), it should accelerate year-on-year growth again in Q2 (or at least maintain the current 60%+ growth rate). On top of that, this quarter saw&nbsp;<b>RPO growing 98%, a dollar-based net retention rate of 125%, and FCF margins of 36%</b>. In other words, this business is firing on all cylinders. If you don't know what Zscaler does,read my article from December 2018&nbsp;– the stock is up 710% since then, and I think it can go even higher.</p><p><blockquote>我在五月份认为增长加速可能很快就会结束，但它在 2022 年第一季度继续加速。如果该公司在Q2以与过去类似的方式超出指引（通常超过5%），那么它应该会在Q2再次加速同比增长（或至少保持目前60%+的增长率）。最重要的是，本季度看到<b>RPO 增长 98%，以美元计算的净保留率为 125%，自由现金流利润率为 36%</b>换句话说，这项业务正在全力以赴。如果你不知道Zscaler是做什么的，请阅读我2018年12月的文章——从那时起，该股已经上涨了710%，我认为它还可以更高。</blockquote></p><p> <b>Monday.com</b></p><p><blockquote><b>星期一网</b></blockquote></p><p> Monday.com (MNDY) is a company that is a relatively new stock in the public markets (it IPOed in June this year) and a completely new stock in my portfolio (I just bought my first position). In a nutshell, the reason why I bought Monday.com is their hyper-growth and rapidly improving profitability. Just look at these two slides from the most recent earnings call presentation:</p><p><blockquote>Monday.com (MNDY) 是一家在公开市场上相对较新的股票（它于今年 6 月首次公开募股），也是我投资组合中的一只全新股票（我刚刚购买了我的第一个头寸）。简而言之，我购买 Monday.com 的原因是他们的高速增长和快速提高的盈利能力。只需看看看涨期权最新财报演示文稿中的这两张幻灯片即可：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5b07658237c02685eb3d049a537ba61\" tg-width=\"640\" tg-height=\"727\" width=\"100%\" height=\"auto\"><span>Source: Earnings call presentation Q3 2021.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：2021 年第三季度看涨期权收益演示。</span></p></blockquote></p><p> Revenue was&nbsp;<b>up 95%</b>(up from 94% in the last quarter). This is quite astounding growth which indicates that this company is winning in the market (but also consider that the company is at a small annual revenue run rate, which makes it a bit easier). The number of enterprise customerswith more than $50K ARRwas&nbsp;<b>up 231%</b>(at 613, up from 185 a year ago). Monday was also&nbsp;<b>cash flow positive</b>&nbsp;for the first time this quarter.</p><p><blockquote>收入为<b>上升95%</b>（高于上一季度的 94%）。这是一个相当惊人的增长，表明这家公司正在市场上获胜（但也考虑到该公司的年收入运行速度很小，这使得它变得更容易）。资产超过 50,000 美元的企业客户数量为<b>上涨231%</b>（613，高于一年前的185）。星期一也是<b>现金流量为正</b>本季度第一次。</blockquote></p><p> On top of that, it is also cheap relative to other cloud stocks:</p><p><blockquote>最重要的是，相对于其他云股票，它也很便宜：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80e6afbf54bdde4ad31dd3aaa06d0073\" tg-width=\"640\" tg-height=\"368\" width=\"100%\" height=\"auto\"><span>Source: Clouded Judgement 11.26.21.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：模糊判断11.26.21。</span></p></blockquote></p><p></p><p> The company currently has a TTM EV/S of 57, and a 2022 EV/S of 38.7, based on analysts' expectation of 47% growth in 2022. That seems rich but not terribly so relative to other cloud names. The growth expectation of 47% in 2022, however, seems quite low if you consider the current growth of 95% year-on-year and 17% sequentially, plus the current momentum in larger customers. Actually, anything below 70% growth in FY 2022 would come as a surprise to me, and then we are looking at a maximum forward EV/S of 33.</p><p><blockquote>根据分析师对 2022 年增长 47% 的预期，该公司目前的 TTM EV/S 为 57，2022 年 EV/S 为 38.7。这看起来很丰富，但相对于其他云名称来说并不那么可怕。然而，如果考虑到目前 95% 的同比增长率和 17% 的环比增长率，再加上目前大客户的势头，2022 年 47% 的增长预期似乎相当低。事实上，2022 财年任何低于 70% 的增长都会让我感到惊讶，然后我们预计最大远期电动汽车/S 将达到 33。</blockquote></p><p> The big question going forward – in terms of if Monday.com will be a good long-term investment – is to which extent Monday.com can maintain its high growth rate beyond FY 2022. Here I do have some doubts still. The company is operating in a very dynamic and competitive field and I am not yet sure where Monday differentiates itself meaningfully from companies like Asana (ASAN) or Atlassian (TEAM). Still, the market for cloud-based work management solutions is big and there can be many winners in the space. For the moment I'm happy to follow the numbers (which look fantastic) and hope that the relatively cheap valuation will result in substantial alpha and is not an indication of a lower quality company.</p><p><blockquote>未来的大问题——就 Monday.com 是否会是一项良好的长期投资而言——是 Monday.com 在 2022 财年之后能在多大程度上保持其高增长率。在这里我仍然有一些疑问。该公司在一个非常动态和竞争激烈的领域运营，我还不确定 Monday 与 Asana (ASAN) 或 Atlassian (TEAM) 等公司有何有意义的区别。尽管如此，基于云的工作管理解决方案的市场仍然很大，该领域可能会有许多赢家。目前，我很高兴遵循这些数字（看起来棒极了），并希望相对便宜的估值将带来可观的阿尔法，而不是一家质量较低的公司的迹象。</blockquote></p><p> <b>Closing Thoughts And Honorary Mentions</b></p><p><blockquote><b>结束语和荣誉奖</b></blockquote></p><p> On days like these, there are many companies worth considering. For example, I haven't mentioned Datadog (DDOG) which&nbsp;reported another fantastic quarter&nbsp;at the beginning of November. Like Zscaler, this is also a company with accelerating growth that you can buy at a lower price than it was before it reported its blowout results.</p><p><blockquote>在这样的日子里，有很多公司值得考虑。例如，我没有提到 Datadog (DDOG)，它在 11 月初报告了另一个出色的季度。与 Zscaler 一样，这也是一家增长加速的公司，您可以以比报告井喷业绩之前更低的价格购买。</blockquote></p><p> Remember that the stocks mentioned, even though they may look attractive from a relative perspective, are still very expensive in absolute terms and from a historical perspective. However, sustainable growth is a beautiful form of downside protection for investors and the best antidote to \"overvaluation\" that I know. If I learned one thing in the last four years investing in high-growth SaaS/cloud stocks, it is to stay invested in the companies that sustain (or preferably accelerate) their top-line growth and get out of the stocks that see slowdowns. That sounds terribly simplistic and of course, many other factors play a role in a stock's long-term gains, but revenue growth and its&nbsp;endurance&nbsp;have been the predominant factors in the past.</p><p><blockquote>请记住，提到的股票，尽管从相对角度来看可能很有吸引力，但从绝对角度和历史角度来看仍然非常昂贵。然而，可持续增长对投资者来说是一种美丽的下行保护形式，也是我所知道的“高估”的最佳解毒剂。如果说我在过去四年投资高增长SaaS/云股票中学到了一件事，那就是继续投资于维持（或最好是加速）营收增长的公司，并退出经济放缓的股票。这听起来非常简单，当然，许多其他因素都会影响股票的长期收益，但收入增长及其持久性一直是过去的主要因素。</blockquote></p><p> This pull-back is far from the worst I have seen in recent years. But it is still painful – and when it starts to hurt, it is usually a good time to buy some quality companies.</p><p><blockquote>这次回调远非我近年来见过的最糟糕的一次。但这仍然是痛苦的——当它开始受伤时，通常是购买一些优质公司的好时机。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 High Growth Stocks To Buy In The Pullback<blockquote>回调期间值得买入的 3 只高增长股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 High Growth Stocks To Buy In The Pullback<blockquote>回调期间值得买入的 3 只高增长股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-03 23:08</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>Upstart has fallen more than 50% from its highs. But its last earnings report wasn't that bad. The story is still intact and shares have derisked considerably.</li>  <li>Zscaler continues to impress with recent results showing accelerated growth again. The shares went up immediately after the report but reversed down in the general wash out.</li>  <li>Monday.com is a fairly new company and it also got hit by the market. Its high growth profile, rapidly improving profitability, and reasonable valuation makes it an interesting stock pick.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2aac50f1e4e4115b0d38a5ec6c15c267\" tg-width=\"1536\" tg-height=\"1139\" width=\"100%\" height=\"auto\"><span>Galeanu Mihai/iStock via Getty Images</span></p><p><blockquote><ul><li>Upstart 已从高点下跌超过 50%。但它的上一份收益报告并没有那么糟糕。故事仍然完好无损，股价已大幅降低风险。</li><li>Zscaler 继续给人留下深刻印象，最近的结果再次显示加速增长。报告发布后，该股立即上涨，但在普遍洗盘中回落。</li><li>Monday.com 是一家相当新的公司，它也受到了市场的打击。其高增长形势、快速提高的盈利能力和合理的估值使其成为一个有趣的股票选择。</li></ul><p class=\"t-img-caption\"><span>Galeanu Mihai/iStock 来自 Getty Images</span></p></blockquote></p><p> I started writing this article one week ago with the goal to review Upstart's recent quarterly results. Since in my&nbsp;last article, I argued that Upstart (UPST) might still be an attractive buying opportunity at $390 a share, I wanted to check on the company (currently trading around $180 –<i>yikes!</i>).</p><p><blockquote>我一周前开始写这篇文章，目的是回顾一下 Upstart 最近的季度业绩。由于在我的上一篇文章中，我认为 Upstart (UPST) 可能仍然是每股 390 美元的有吸引力的买入机会，因此我想了解一下该公司（目前交易价格约为 180 美元 –<i>呀!</i>).</blockquote></p><p> However, the recent market sell-off, especially in high-growth names, made me reconsider the direction of the article. I think it is much more interesting right now to write about some high-growth names in my portfolio that I am considering adding during this little downturn.</p><p><blockquote>然而，最近的市场抛售，尤其是高增长股票，让我重新考虑了文章的方向。我认为现在在我的投资组合中写下一些高增长的名字要有趣得多，我正在考虑在这次小小的低迷时期添加这些名字。</blockquote></p><p> A little caveat upfront, though. I am really bad at short-term calls (as evidenced by my recent Upstart article). I have no idea what the Omicron variant will do to our economy, what the Fed's monetary policy will be in the future and how far this sell-off will go eventually. By the time this article is published, the sell-off might already have reversed. Or it might have gotten much worse. I simply don't know.</p><p><blockquote>不过，先有一个小小的警告。我真的不擅长短期评级（我最近的暴发户文章就证明了这一点）。我不知道奥密克戎变体会对我们的经济产生什么影响，美联储未来的货币政策会是什么，以及这种抛售最终会走多远。当本文发表时，抛售可能已经逆转。或者情况可能会变得更糟。我就是不知道。</blockquote></p><p> What I do know is that there are companies in the public markets with exceptional business fundamentals that&nbsp;<b>will do very well regardless of the macro environment</b>. These are businesses with high growth rates, high margins, and long runways of growth. They also have high valuation multiples which lead to increased risk and high volatility. Taking advantage of that volatility is a great way to increase your returns. Here are some stocks that I consider buying right now:</p><p><blockquote>我所知道的是，公开市场上有些公司拥有卓越的商业基本面<b>无论宏观环境如何，都会做得很好</b>这些业务具有高增长率、高利润率和长增长跑道。它们还具有高估值倍数，导致风险增加和高波动性。利用这种波动性是增加回报的好方法。以下是我现在考虑购买的一些股票：</blockquote></p><p> <b>Upstart</b></p><p><blockquote><b>暴发户</b></blockquote></p><p> Let's start with the one I originally wanted to write about: To summarize shortly, I think that if you liked Upstart at $390, you should like it much more at $180. The earnings release for Q3 2021 was not as bad as the market's reaction might suggest. Yes, expectations were lofty based on an exceptional Q2 report, and yes, these expectations were not entirely met in Q3. But that does not mean that the fundamental picture has deteriorated. What the wild price swings of the past prove, and I have written about in the past, is that this young company is difficult to value. Growth is high, but also hard to predict. And while the disruption of the FICO score through AI technology is enticing and seems inevitable, Upstart's role in that story is not set in stone.</p><p><blockquote>让我们从我最初想写的开始：简单总结一下，我认为如果你喜欢390美元的Upstart，你应该更喜欢180美元的它。2021 年第三季度的财报发布并不像市场反应所暗示的那么糟糕。是的，基于出色的第二季度报告，人们的期望很高，是的，这些期望在第三季度并没有完全得到满足。但这并不意味着基本面已经恶化。过去价格的剧烈波动证明，我过去也写过，这家年轻的公司很难估值。增长很高，但也很难预测。虽然通过人工智能技术破坏 FICO 分数很诱人，而且似乎是不可避免的，但 Upstart 在这个故事中的角色并非一成不变。</blockquote></p><p> Let's look at some numbers:</p><p><blockquote>让我们看一些数字：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7b085c5134a9e376f177da8f5fa2674e\" tg-width=\"640\" tg-height=\"309\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b826680751b139c569c90d0d3be483cf\" tg-width=\"640\" tg-height=\"163\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者</span></p></blockquote></p><p> As you can see, revenue growth is still explosive, and with a normal beat should accelerate again into Q4 on a sequential basis. And while most key performance indicators (loans transacted, conversion rate, percentage of automated loans) together with&nbsp;margins&nbsp;all decelerated or went down slightly, I don't think that this means the fundamentals have changed with this company. There were many details mentioned in the&nbsp;earnings call&nbsp;that I won't discuss in this article format. But the key takeaway for me was that management seemed very upbeat about the future of the company.</p><p><blockquote>正如您所看到的，收入增长仍然是爆炸性的，在正常情况下，收入增长应该会再次加速到第四季度。虽然大多数关键绩效指标（交易贷款、转化率、自动化贷款百分比）以及利润率都有所减速或略有下降，但我认为这并不意味着这家公司的基本面已经发生了变化。收益看涨期权中提到了许多细节，我不会以本文的形式讨论。但对我来说，关键的收获是管理层似乎对公司的未来非常乐观。</blockquote></p><p> I think there are two key mistakes that investors should avoid here:</p><p><blockquote>我认为投资者应该避免两个关键错误：</blockquote></p><p></p><p> <ol>  <li>Let the disappointment of a \"not-so-blowout\" quarter and a devastating price action make you blind to this investment opportunity. This was still a very good quarter and now that the shares have fallen off a cliff the stock is much more attractive.</li>  <li>Do not look at Upstart through the lens of SaaS businesses. As I wrote in&nbsp;May:<i>Upstart might be a high-promising cloud software company but it does not have a SaaS business model. There is</i>&nbsp;<i><b>no recurring revenue</b></i>&nbsp;<i>to fall back on in tough times, no sticky subscription customers, no backlog, no land and expand. Every quarter Upstart has to sell new loans, and revenue basically starts from zero.</i></li> </ol> Upstart's financials are lumpier and less reliable and as a result, the company deserves much more investor attention and a lower valuation multiple than high growth companies with recurring revenues. However, if growth stays very high, it could more than make up for that fact. Currently, the company is trading at a 17.76 forward EV/S, which I think is a relative bargain for a company with this growth and margin profile.</p><p><blockquote><ol><li>让“不那么井喷”的季度的失望和毁灭性的价格走势让你对这个投资机会视而不见。这仍然是一个非常好的季度，现在股价已经跌下悬崖，该股更具吸引力。</li><li>不要通过SaaS业务的视角来看待新贵。正如我在五月份写的：<i>Upstart可能是一家很有前途的云软件公司，但它没有SaaS商业模式。有</i> <i><b>无经常性收入</b></i> <i>在困难时期可以依靠，没有粘性订阅客户，没有积压，没有土地和扩张。每个季度Upstart都要出售新贷款，收入基本从零开始。</i></li></ol>Upstart 的财务状况更加不稳定且不太可靠，因此，与具有经常性收入的高增长公司相比，该公司值得更多的投资者关注和更低的估值倍数。然而，如果增长保持非常高，它可以弥补这一事实。目前，该公司的远期 EV/S 交易价格为 17.76，我认为对于一家具有这种增长和利润率的公司来说，这是一个相对便宜的价格。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15592919228dec8ee2403898d69ef228\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> <b>Zscaler</b></p><p><blockquote><b>缩放器</b></blockquote></p><p> Sometimes the market gives you a gift that you should not refuse. This is what happened with Zscaler (ZS) yesterday. The&nbsp;stock initially was up&nbsp;in the postmarket after the company reported another&nbsp;blow-out quarter&nbsp;on Tuesday. But on Wednesday it all didn't matter anymore and thanks to the little correction, sector rotation, or whatever you want to call it, the stock actually went&nbsp;<b>down by more than 8%</b>. This is really a time when you want to buy: You just got confirmation that your company is doing incredibly well with growth accelerating and the stock sells off for macro concerns. The stock is definitely not cheap at a forward EV/S of 43.51 and, of course, this \"pull-back\" is laughable (<i>\"oh my god, the stock is back to where it was...one month ago\"</i>).</p><p><blockquote>有时候市场给了你一份你不应该拒绝的礼物。这就是昨天Zscaler(ZS)发生的事情。在该公司周二公布另一个井喷季度后，该股最初在后市上涨。但到了周三，一切都不再重要了，由于小幅调整、板块轮动或任何你想看涨期权的东西，该股实际上上涨了<b>下降8%以上</b>. 这确实是你想买入的时候：你刚刚得到确认，你的公司在增长加速的情况下表现非常好，而股票因宏观担忧而遭到抛售。该股的远期 EV/S 为 43.51，绝对不便宜，当然，这种“回调”是可笑的（<i>“天哪，股票又回到了……一个月前”</i>).</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e79ff3fce3101896f17b65ced143c037\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> But I like to own companies that are doing exceptional things and I don't mind paying up for them, especially in a turbulent market.</p><p><blockquote>但我喜欢拥有那些做着非凡事情的公司，我不介意为此付费，尤其是在动荡的市场中。</blockquote></p><p> How exceptional is Zscaler? Just look at those revenue growth numbers:</p><p><blockquote>Zscaler有多出色？看看这些收入增长数据就知道了：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3def4410c8c903a03041a2cd51b36979\" tg-width=\"640\" tg-height=\"386\" width=\"100%\" height=\"auto\"><span>Source: Author.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者。</span></p></blockquote></p><p> I&nbsp;thought&nbsp;in May that growth acceleration might end soon, but it has continued to accelerate in Q1 2022. If the company beats its guidance in Q2 in a similar fashion to the past (usually more than 5%), it should accelerate year-on-year growth again in Q2 (or at least maintain the current 60%+ growth rate). On top of that, this quarter saw&nbsp;<b>RPO growing 98%, a dollar-based net retention rate of 125%, and FCF margins of 36%</b>. In other words, this business is firing on all cylinders. If you don't know what Zscaler does,read my article from December 2018&nbsp;– the stock is up 710% since then, and I think it can go even higher.</p><p><blockquote>我在五月份认为增长加速可能很快就会结束，但它在 2022 年第一季度继续加速。如果该公司在Q2以与过去类似的方式超出指引（通常超过5%），那么它应该会在Q2再次加速同比增长（或至少保持目前60%+的增长率）。最重要的是，本季度看到<b>RPO 增长 98%，以美元计算的净保留率为 125%，自由现金流利润率为 36%</b>换句话说，这项业务正在全力以赴。如果你不知道Zscaler是做什么的，请阅读我2018年12月的文章——从那时起，该股已经上涨了710%，我认为它还可以更高。</blockquote></p><p> <b>Monday.com</b></p><p><blockquote><b>星期一网</b></blockquote></p><p> Monday.com (MNDY) is a company that is a relatively new stock in the public markets (it IPOed in June this year) and a completely new stock in my portfolio (I just bought my first position). In a nutshell, the reason why I bought Monday.com is their hyper-growth and rapidly improving profitability. Just look at these two slides from the most recent earnings call presentation:</p><p><blockquote>Monday.com (MNDY) 是一家在公开市场上相对较新的股票（它于今年 6 月首次公开募股），也是我投资组合中的一只全新股票（我刚刚购买了我的第一个头寸）。简而言之，我购买 Monday.com 的原因是他们的高速增长和快速提高的盈利能力。只需看看看涨期权最新财报演示文稿中的这两张幻灯片即可：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5b07658237c02685eb3d049a537ba61\" tg-width=\"640\" tg-height=\"727\" width=\"100%\" height=\"auto\"><span>Source: Earnings call presentation Q3 2021.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：2021 年第三季度看涨期权收益演示。</span></p></blockquote></p><p> Revenue was&nbsp;<b>up 95%</b>(up from 94% in the last quarter). This is quite astounding growth which indicates that this company is winning in the market (but also consider that the company is at a small annual revenue run rate, which makes it a bit easier). The number of enterprise customerswith more than $50K ARRwas&nbsp;<b>up 231%</b>(at 613, up from 185 a year ago). Monday was also&nbsp;<b>cash flow positive</b>&nbsp;for the first time this quarter.</p><p><blockquote>收入为<b>上升95%</b>（高于上一季度的 94%）。这是一个相当惊人的增长，表明这家公司正在市场上获胜（但也考虑到该公司的年收入运行速度很小，这使得它变得更容易）。资产超过 50,000 美元的企业客户数量为<b>上涨231%</b>（613，高于一年前的185）。星期一也是<b>现金流量为正</b>本季度第一次。</blockquote></p><p> On top of that, it is also cheap relative to other cloud stocks:</p><p><blockquote>最重要的是，相对于其他云股票，它也很便宜：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80e6afbf54bdde4ad31dd3aaa06d0073\" tg-width=\"640\" tg-height=\"368\" width=\"100%\" height=\"auto\"><span>Source: Clouded Judgement 11.26.21.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：模糊判断11.26.21。</span></p></blockquote></p><p></p><p> The company currently has a TTM EV/S of 57, and a 2022 EV/S of 38.7, based on analysts' expectation of 47% growth in 2022. That seems rich but not terribly so relative to other cloud names. The growth expectation of 47% in 2022, however, seems quite low if you consider the current growth of 95% year-on-year and 17% sequentially, plus the current momentum in larger customers. Actually, anything below 70% growth in FY 2022 would come as a surprise to me, and then we are looking at a maximum forward EV/S of 33.</p><p><blockquote>根据分析师对 2022 年增长 47% 的预期，该公司目前的 TTM EV/S 为 57，2022 年 EV/S 为 38.7。这看起来很丰富，但相对于其他云名称来说并不那么可怕。然而，如果考虑到目前 95% 的同比增长率和 17% 的环比增长率，再加上目前大客户的势头，2022 年 47% 的增长预期似乎相当低。事实上，2022 财年任何低于 70% 的增长都会让我感到惊讶，然后我们预计最大远期电动汽车/S 将达到 33。</blockquote></p><p> The big question going forward – in terms of if Monday.com will be a good long-term investment – is to which extent Monday.com can maintain its high growth rate beyond FY 2022. Here I do have some doubts still. The company is operating in a very dynamic and competitive field and I am not yet sure where Monday differentiates itself meaningfully from companies like Asana (ASAN) or Atlassian (TEAM). Still, the market for cloud-based work management solutions is big and there can be many winners in the space. For the moment I'm happy to follow the numbers (which look fantastic) and hope that the relatively cheap valuation will result in substantial alpha and is not an indication of a lower quality company.</p><p><blockquote>未来的大问题——就 Monday.com 是否会是一项良好的长期投资而言——是 Monday.com 在 2022 财年之后能在多大程度上保持其高增长率。在这里我仍然有一些疑问。该公司在一个非常动态和竞争激烈的领域运营，我还不确定 Monday 与 Asana (ASAN) 或 Atlassian (TEAM) 等公司有何有意义的区别。尽管如此，基于云的工作管理解决方案的市场仍然很大，该领域可能会有许多赢家。目前，我很高兴遵循这些数字（看起来棒极了），并希望相对便宜的估值将带来可观的阿尔法，而不是一家质量较低的公司的迹象。</blockquote></p><p> <b>Closing Thoughts And Honorary Mentions</b></p><p><blockquote><b>结束语和荣誉奖</b></blockquote></p><p> On days like these, there are many companies worth considering. For example, I haven't mentioned Datadog (DDOG) which&nbsp;reported another fantastic quarter&nbsp;at the beginning of November. Like Zscaler, this is also a company with accelerating growth that you can buy at a lower price than it was before it reported its blowout results.</p><p><blockquote>在这样的日子里，有很多公司值得考虑。例如，我没有提到 Datadog (DDOG)，它在 11 月初报告了另一个出色的季度。与 Zscaler 一样，这也是一家增长加速的公司，您可以以比报告井喷业绩之前更低的价格购买。</blockquote></p><p> Remember that the stocks mentioned, even though they may look attractive from a relative perspective, are still very expensive in absolute terms and from a historical perspective. However, sustainable growth is a beautiful form of downside protection for investors and the best antidote to \"overvaluation\" that I know. If I learned one thing in the last four years investing in high-growth SaaS/cloud stocks, it is to stay invested in the companies that sustain (or preferably accelerate) their top-line growth and get out of the stocks that see slowdowns. That sounds terribly simplistic and of course, many other factors play a role in a stock's long-term gains, but revenue growth and its&nbsp;endurance&nbsp;have been the predominant factors in the past.</p><p><blockquote>请记住，提到的股票，尽管从相对角度来看可能很有吸引力，但从绝对角度和历史角度来看仍然非常昂贵。然而，可持续增长对投资者来说是一种美丽的下行保护形式，也是我所知道的“高估”的最佳解毒剂。如果说我在过去四年投资高增长SaaS/云股票中学到了一件事，那就是继续投资于维持（或最好是加速）营收增长的公司，并退出经济放缓的股票。这听起来非常简单，当然，许多其他因素都会影响股票的长期收益，但收入增长及其持久性一直是过去的主要因素。</blockquote></p><p> This pull-back is far from the worst I have seen in recent years. But it is still painful – and when it starts to hurt, it is usually a good time to buy some quality companies.</p><p><blockquote>这次回调远非我近年来见过的最糟糕的一次。但这仍然是痛苦的——当它开始受伤时，通常是购买一些优质公司的好时机。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4473014-3-high-growth-stocks-to-buy-in-the-pullback\">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":{"UPST":"Upstart Holdings, Inc.","ZS":"Zscaler Inc.","MNDY":"Monday.com Ltd."},"source_url":"https://seekingalpha.com/article/4473014-3-high-growth-stocks-to-buy-in-the-pullback","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115344844","content_text":"Summary\n\nUpstart has fallen more than 50% from its highs. But its last earnings report wasn't that bad. The story is still intact and shares have derisked considerably.\nZscaler continues to impress with recent results showing accelerated growth again. The shares went up immediately after the report but reversed down in the general wash out.\nMonday.com is a fairly new company and it also got hit by the market. Its high growth profile, rapidly improving profitability, and reasonable valuation makes it an interesting stock pick.\n\nGaleanu Mihai/iStock via Getty Images\nI started writing this article one week ago with the goal to review Upstart's recent quarterly results. Since in my last article, I argued that Upstart (UPST) might still be an attractive buying opportunity at $390 a share, I wanted to check on the company (currently trading around $180 –yikes!).\nHowever, the recent market sell-off, especially in high-growth names, made me reconsider the direction of the article. I think it is much more interesting right now to write about some high-growth names in my portfolio that I am considering adding during this little downturn.\nA little caveat upfront, though. I am really bad at short-term calls (as evidenced by my recent Upstart article). I have no idea what the Omicron variant will do to our economy, what the Fed's monetary policy will be in the future and how far this sell-off will go eventually. By the time this article is published, the sell-off might already have reversed. Or it might have gotten much worse. I simply don't know.\nWhat I do know is that there are companies in the public markets with exceptional business fundamentals that will do very well regardless of the macro environment. These are businesses with high growth rates, high margins, and long runways of growth. They also have high valuation multiples which lead to increased risk and high volatility. Taking advantage of that volatility is a great way to increase your returns. Here are some stocks that I consider buying right now:\nUpstart\nLet's start with the one I originally wanted to write about: To summarize shortly, I think that if you liked Upstart at $390, you should like it much more at $180. The earnings release for Q3 2021 was not as bad as the market's reaction might suggest. Yes, expectations were lofty based on an exceptional Q2 report, and yes, these expectations were not entirely met in Q3. But that does not mean that the fundamental picture has deteriorated. What the wild price swings of the past prove, and I have written about in the past, is that this young company is difficult to value. Growth is high, but also hard to predict. And while the disruption of the FICO score through AI technology is enticing and seems inevitable, Upstart's role in that story is not set in stone.\nLet's look at some numbers:\n\nSource: Author\nAs you can see, revenue growth is still explosive, and with a normal beat should accelerate again into Q4 on a sequential basis. And while most key performance indicators (loans transacted, conversion rate, percentage of automated loans) together with margins all decelerated or went down slightly, I don't think that this means the fundamentals have changed with this company. There were many details mentioned in the earnings call that I won't discuss in this article format. But the key takeaway for me was that management seemed very upbeat about the future of the company.\nI think there are two key mistakes that investors should avoid here:\n\nLet the disappointment of a \"not-so-blowout\" quarter and a devastating price action make you blind to this investment opportunity. This was still a very good quarter and now that the shares have fallen off a cliff the stock is much more attractive.\nDo not look at Upstart through the lens of SaaS businesses. As I wrote in May:Upstart might be a high-promising cloud software company but it does not have a SaaS business model. There is no recurring revenue to fall back on in tough times, no sticky subscription customers, no backlog, no land and expand. Every quarter Upstart has to sell new loans, and revenue basically starts from zero.\n\nUpstart's financials are lumpier and less reliable and as a result, the company deserves much more investor attention and a lower valuation multiple than high growth companies with recurring revenues. However, if growth stays very high, it could more than make up for that fact. Currently, the company is trading at a 17.76 forward EV/S, which I think is a relative bargain for a company with this growth and margin profile.\nData by YCharts\nZscaler\nSometimes the market gives you a gift that you should not refuse. This is what happened with Zscaler (ZS) yesterday. The stock initially was up in the postmarket after the company reported another blow-out quarter on Tuesday. But on Wednesday it all didn't matter anymore and thanks to the little correction, sector rotation, or whatever you want to call it, the stock actually went down by more than 8%. This is really a time when you want to buy: You just got confirmation that your company is doing incredibly well with growth accelerating and the stock sells off for macro concerns. The stock is definitely not cheap at a forward EV/S of 43.51 and, of course, this \"pull-back\" is laughable (\"oh my god, the stock is back to where it was...one month ago\").\nData by YCharts\nBut I like to own companies that are doing exceptional things and I don't mind paying up for them, especially in a turbulent market.\nHow exceptional is Zscaler? Just look at those revenue growth numbers:\nSource: Author.\nI thought in May that growth acceleration might end soon, but it has continued to accelerate in Q1 2022. If the company beats its guidance in Q2 in a similar fashion to the past (usually more than 5%), it should accelerate year-on-year growth again in Q2 (or at least maintain the current 60%+ growth rate). On top of that, this quarter saw RPO growing 98%, a dollar-based net retention rate of 125%, and FCF margins of 36%. In other words, this business is firing on all cylinders. If you don't know what Zscaler does,read my article from December 2018 – the stock is up 710% since then, and I think it can go even higher.\nMonday.com\nMonday.com (MNDY) is a company that is a relatively new stock in the public markets (it IPOed in June this year) and a completely new stock in my portfolio (I just bought my first position). In a nutshell, the reason why I bought Monday.com is their hyper-growth and rapidly improving profitability. Just look at these two slides from the most recent earnings call presentation:\nSource: Earnings call presentation Q3 2021.\nRevenue was up 95%(up from 94% in the last quarter). This is quite astounding growth which indicates that this company is winning in the market (but also consider that the company is at a small annual revenue run rate, which makes it a bit easier). The number of enterprise customerswith more than $50K ARRwas up 231%(at 613, up from 185 a year ago). Monday was also cash flow positive for the first time this quarter.\nOn top of that, it is also cheap relative to other cloud stocks:\nSource: Clouded Judgement 11.26.21.\nThe company currently has a TTM EV/S of 57, and a 2022 EV/S of 38.7, based on analysts' expectation of 47% growth in 2022. That seems rich but not terribly so relative to other cloud names. The growth expectation of 47% in 2022, however, seems quite low if you consider the current growth of 95% year-on-year and 17% sequentially, plus the current momentum in larger customers. Actually, anything below 70% growth in FY 2022 would come as a surprise to me, and then we are looking at a maximum forward EV/S of 33.\nThe big question going forward – in terms of if Monday.com will be a good long-term investment – is to which extent Monday.com can maintain its high growth rate beyond FY 2022. Here I do have some doubts still. The company is operating in a very dynamic and competitive field and I am not yet sure where Monday differentiates itself meaningfully from companies like Asana (ASAN) or Atlassian (TEAM). Still, the market for cloud-based work management solutions is big and there can be many winners in the space. For the moment I'm happy to follow the numbers (which look fantastic) and hope that the relatively cheap valuation will result in substantial alpha and is not an indication of a lower quality company.\nClosing Thoughts And Honorary Mentions\nOn days like these, there are many companies worth considering. For example, I haven't mentioned Datadog (DDOG) which reported another fantastic quarter at the beginning of November. Like Zscaler, this is also a company with accelerating growth that you can buy at a lower price than it was before it reported its blowout results.\nRemember that the stocks mentioned, even though they may look attractive from a relative perspective, are still very expensive in absolute terms and from a historical perspective. However, sustainable growth is a beautiful form of downside protection for investors and the best antidote to \"overvaluation\" that I know. If I learned one thing in the last four years investing in high-growth SaaS/cloud stocks, it is to stay invested in the companies that sustain (or preferably accelerate) their top-line growth and get out of the stocks that see slowdowns. That sounds terribly simplistic and of course, many other factors play a role in a stock's long-term gains, but revenue growth and its endurance have been the predominant factors in the past.\nThis pull-back is far from the worst I have seen in recent years. But it is still painful – and when it starts to hurt, it is usually a good time to buy some quality companies.","news_type":1,"symbols_score_info":{"MNDY":0.9,"ZS":0.9,"UPST":0.9}},"isVote":1,"tweetType":1,"viewCount":1403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":881712380,"gmtCreate":1631405208840,"gmtModify":1631883825176,"author":{"id":"3574713327400822","authorId":"3574713327400822","name":"RichyRick","avatar":"https://static.tigerbbs.com/b86ee481aaeabbd2348ddf829e3a56fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574713327400822","idStr":"3574713327400822"},"themes":[],"title":"","htmlText":"Apple will surely go up slowly.","listText":"Apple will surely go up slowly.","text":"Apple will surely go up slowly.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/881712380","repostId":"1147045390","repostType":4,"repost":{"id":"1147045390","kind":"news","pubTimestamp":1631321547,"share":"https://www.laohunote.com/m/news/1147045390?lang=zh_CN&edition=full","pubTime":"2021-09-11 08:52","market":"us","language":"en","title":"Why Apple’s Risk Is Limited<blockquote>为什么苹果的风险有限</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1147045390","media":"Barrons","summary":"Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded through the Apple app store.In a case filed by Fortnite publisher Epic Games, U.S. District Judge Yvonne Gonzalez Rogers issued a permanent injunction that requires Apple  to allow developers the option to include links to alternative payment methods in their apps. Apple’s own payment system takes a 30%","content":"<p>Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded through the Apple app store.</p><p><blockquote>周五的裁决要求苹果允许开发者为通过苹果应用商店下载的应用程序提供替代支付方式，这给其收入和利润带来了真实但有限的风险。</blockquote></p><p> In a case filed by Fortnite publisher Epic Games, U.S. District Judge Yvonne Gonzalez Rogers issued a permanent injunction that requires Apple (ticker: AAPL) to allow developers the option to include links to alternative payment methods in their apps. Apple’s own payment system takes a 30% cut from large developers.</p><p><blockquote>在堡垒之夜发行商 Epic Games 提起的一起案件中，美国地区法官 Yvonne Gonzalez Rogers 发布了一项永久禁令，要求苹果（股票代码：AAPL）允许开发者选择在其应用程序中包含替代支付方式的链接。苹果自己的支付系统从大型开发商那里抽取 30% 的佣金。</blockquote></p><p> Data from the app tracker SensorTower shows that in calendar 2020, Apple had overall revenue from the App Store of $72.3 billion, generating an estimated $21.7 billion in fees, or about 7% of Apple’s overall revenues. That includes $21 billion in spending in the U.S., generating about $6.3 billion in fees, or about 2% of annualized revenues.</p><p><blockquote>应用追踪机构 SensorTower 的数据显示，2020 年，苹果从 App Store 获得的总收入为 723 亿美元，费用估计为 217 亿美元，约占苹果总收入的 7%。其中包括美国 210 亿美元的支出，产生约 63 亿美元的费用，约占年化收入的 2%。</blockquote></p><p> SensorTower estimates that mobile-game spending in the App Store in calendar 2020 was $47.6 billion, generating $14.3 billion in fees, or a little under 5% of Apple’s total revenues.</p><p><blockquote>SensorTower 估计，2020 年 App Store 的手机游戏支出为 476 亿美元，产生的费用为 143 亿美元，略低于苹果总收入的 5%。</blockquote></p><p> Gene Munster, managing director of the venture firm Loup Capital and a former sell-side analyst with a long history of tracking Apple, estimated that the App Store accounts for about 14% of the company’s profits. But he sees limited risk from Friday’s ruling.</p><p><blockquote>风险投资公司 Loup Capital 的董事总经理、长期跟踪苹果的前卖方分析师吉恩-蒙斯特（Gene Munster）估计，App Store 约占公司利润的 14%。但他认为周五的裁决风险有限。</blockquote></p><p> Munster thinks most app developers will stay inside of the Apple system. He sees “at most” a 2% headwind to overall revenue, and a potential 4% hit to profits.</p><p><blockquote>明斯特认为大多数应用程序开发者将留在苹果系统内。他认为总收入 “最多 ”会受到 2% 的阻力，利润可能会受到 4% 的影响。</blockquote></p><p> “After the first year of these changes, app store growth rates will return to normal,” he said. “Bottom line, it’s at most a one-year headwind and does not change the big picture of where Apple is going over the next 5 years.”</p><p><blockquote>“他说：”在这些变化的第一年之后，app store 的增长率将恢复正常。“底线是，这最多只是一年的逆风，并不会改变苹果未来 5 年的发展方向。”</blockquote></p><p> Evercore ISI analyst Amit Daryanani said in a research note that the ruling is a setback for Apple, but that the eventual impact is likely to be manageable, given Apple has alternative ways to generate revenue from the store, including its growing in-store ad business. And he noted that Apple actually got a win on a bigger issue in the case: The judge rejected Epic’s assertion that the App Store is an illegal monopoly. Daryanani estimated the risk to Apple’s per-share earnings at 2% to 4%.</p><p><blockquote>Evercore ISI 分析师 Amit Daryanani 在一份研究报告中表示，这一裁决对苹果来说是一个挫折，但最终的影响可能是可控的，因为苹果有其他方式从商店创收，包括其不断增长的店内广告业务。他还指出，苹果实际上在案件中的一个更大问题上取得了胜利： 法官驳回了 Epic 关于 App Store 非法垄断的说法。Daryanani 估计苹果每股收益面临的风险为 2% 至 4%。</blockquote></p><p> Wedbush analyst Dan Ives told&nbsp;<i>Barron’s</i>&nbsp;he thinks the worst-case scenario is a 3% to 4% hit to revenues, describing the risk as a “rounding error.” While Ives said the Street had expected an across-the-board win for Apple, the mixed decision removes an overhang on the stock and that investors are likely relieved to put the issue to rest.</p><p><blockquote>韦德布什分析师丹·艾夫斯告诉<i>巴伦</i>他认为最坏的情况是收入受到 3% 到 4% 的影响，并将这种风险描述为 “四舍五入误差”。虽然艾夫斯表示，华尔街原本预计苹果会全面获胜，但这一混合决定消除了该股的悬而未决的问题，投资者可能会放心地搁置这个问题。</blockquote></p><p> The ruling is more a positive for companies like&nbsp;Spotify Technology&nbsp;and&nbsp;Match Group&nbsp;than it is a negative for Apple, he said. Apple stock fell 3.3% to $148.97&nbsp;on&nbsp;Friday, while Spotify and March gained 0.7% and&nbsp;4.2%, respectively.</p><p><blockquote>他说，这一裁决对 Spotify Technology 和 Match Group 等公司来说是积极的，而不是对苹果的负面影响。苹果股价周五下跌 3.3%，至 148.97 美元，而 Spotify 和 March 分别上涨 0.7% 和 4.2%。</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 Apple’s Risk Is Limited<blockquote>为什么苹果的风险有限</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 Apple’s Risk Is Limited<blockquote>为什么苹果的风险有限</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-09-11 08:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded through the Apple app store.</p><p><blockquote>周五的裁决要求苹果允许开发者为通过苹果应用商店下载的应用程序提供替代支付方式，这给其收入和利润带来了真实但有限的风险。</blockquote></p><p> In a case filed by Fortnite publisher Epic Games, U.S. District Judge Yvonne Gonzalez Rogers issued a permanent injunction that requires Apple (ticker: AAPL) to allow developers the option to include links to alternative payment methods in their apps. Apple’s own payment system takes a 30% cut from large developers.</p><p><blockquote>在堡垒之夜发行商 Epic Games 提起的一起案件中，美国地区法官 Yvonne Gonzalez Rogers 发布了一项永久禁令，要求苹果（股票代码：AAPL）允许开发者选择在其应用程序中包含替代支付方式的链接。苹果自己的支付系统从大型开发商那里抽取 30% 的佣金。</blockquote></p><p> Data from the app tracker SensorTower shows that in calendar 2020, Apple had overall revenue from the App Store of $72.3 billion, generating an estimated $21.7 billion in fees, or about 7% of Apple’s overall revenues. That includes $21 billion in spending in the U.S., generating about $6.3 billion in fees, or about 2% of annualized revenues.</p><p><blockquote>应用追踪机构 SensorTower 的数据显示，2020 年，苹果从 App Store 获得的总收入为 723 亿美元，费用估计为 217 亿美元，约占苹果总收入的 7%。其中包括美国 210 亿美元的支出，产生约 63 亿美元的费用，约占年化收入的 2%。</blockquote></p><p> SensorTower estimates that mobile-game spending in the App Store in calendar 2020 was $47.6 billion, generating $14.3 billion in fees, or a little under 5% of Apple’s total revenues.</p><p><blockquote>SensorTower 估计，2020 年 App Store 的手机游戏支出为 476 亿美元，产生的费用为 143 亿美元，略低于苹果总收入的 5%。</blockquote></p><p> Gene Munster, managing director of the venture firm Loup Capital and a former sell-side analyst with a long history of tracking Apple, estimated that the App Store accounts for about 14% of the company’s profits. But he sees limited risk from Friday’s ruling.</p><p><blockquote>风险投资公司 Loup Capital 的董事总经理、长期跟踪苹果的前卖方分析师吉恩-蒙斯特（Gene Munster）估计，App Store 约占公司利润的 14%。但他认为周五的裁决风险有限。</blockquote></p><p> Munster thinks most app developers will stay inside of the Apple system. He sees “at most” a 2% headwind to overall revenue, and a potential 4% hit to profits.</p><p><blockquote>明斯特认为大多数应用程序开发者将留在苹果系统内。他认为总收入 “最多 ”会受到 2% 的阻力，利润可能会受到 4% 的影响。</blockquote></p><p> “After the first year of these changes, app store growth rates will return to normal,” he said. “Bottom line, it’s at most a one-year headwind and does not change the big picture of where Apple is going over the next 5 years.”</p><p><blockquote>“他说：”在这些变化的第一年之后，app store 的增长率将恢复正常。“底线是，这最多只是一年的逆风，并不会改变苹果未来 5 年的发展方向。”</blockquote></p><p> Evercore ISI analyst Amit Daryanani said in a research note that the ruling is a setback for Apple, but that the eventual impact is likely to be manageable, given Apple has alternative ways to generate revenue from the store, including its growing in-store ad business. And he noted that Apple actually got a win on a bigger issue in the case: The judge rejected Epic’s assertion that the App Store is an illegal monopoly. Daryanani estimated the risk to Apple’s per-share earnings at 2% to 4%.</p><p><blockquote>Evercore ISI 分析师 Amit Daryanani 在一份研究报告中表示，这一裁决对苹果来说是一个挫折，但最终的影响可能是可控的，因为苹果有其他方式从商店创收，包括其不断增长的店内广告业务。他还指出，苹果实际上在案件中的一个更大问题上取得了胜利： 法官驳回了 Epic 关于 App Store 非法垄断的说法。Daryanani 估计苹果每股收益面临的风险为 2% 至 4%。</blockquote></p><p> Wedbush analyst Dan Ives told&nbsp;<i>Barron’s</i>&nbsp;he thinks the worst-case scenario is a 3% to 4% hit to revenues, describing the risk as a “rounding error.” While Ives said the Street had expected an across-the-board win for Apple, the mixed decision removes an overhang on the stock and that investors are likely relieved to put the issue to rest.</p><p><blockquote>韦德布什分析师丹·艾夫斯告诉<i>巴伦</i>他认为最坏的情况是收入受到 3% 到 4% 的影响，并将这种风险描述为 “四舍五入误差”。虽然艾夫斯表示，华尔街原本预计苹果会全面获胜，但这一混合决定消除了该股的悬而未决的问题，投资者可能会放心地搁置这个问题。</blockquote></p><p> The ruling is more a positive for companies like&nbsp;Spotify Technology&nbsp;and&nbsp;Match Group&nbsp;than it is a negative for Apple, he said. Apple stock fell 3.3% to $148.97&nbsp;on&nbsp;Friday, while Spotify and March gained 0.7% and&nbsp;4.2%, respectively.</p><p><blockquote>他说，这一裁决对 Spotify Technology 和 Match Group 等公司来说是积极的，而不是对苹果的负面影响。苹果股价周五下跌 3.3%，至 148.97 美元，而 Spotify 和 March 分别上涨 0.7% 和 4.2%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apple-app-store-epic-51631304007?mod=hp_LEAD_1_B_2\">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":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-app-store-epic-51631304007?mod=hp_LEAD_1_B_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147045390","content_text":"Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded through the Apple app store.\nIn a case filed by Fortnite publisher Epic Games, U.S. District Judge Yvonne Gonzalez Rogers issued a permanent injunction that requires Apple (ticker: AAPL) to allow developers the option to include links to alternative payment methods in their apps. Apple’s own payment system takes a 30% cut from large developers.\nData from the app tracker SensorTower shows that in calendar 2020, Apple had overall revenue from the App Store of $72.3 billion, generating an estimated $21.7 billion in fees, or about 7% of Apple’s overall revenues. That includes $21 billion in spending in the U.S., generating about $6.3 billion in fees, or about 2% of annualized revenues.\nSensorTower estimates that mobile-game spending in the App Store in calendar 2020 was $47.6 billion, generating $14.3 billion in fees, or a little under 5% of Apple’s total revenues.\nGene Munster, managing director of the venture firm Loup Capital and a former sell-side analyst with a long history of tracking Apple, estimated that the App Store accounts for about 14% of the company’s profits. But he sees limited risk from Friday’s ruling.\nMunster thinks most app developers will stay inside of the Apple system. He sees “at most” a 2% headwind to overall revenue, and a potential 4% hit to profits.\n“After the first year of these changes, app store growth rates will return to normal,” he said. “Bottom line, it’s at most a one-year headwind and does not change the big picture of where Apple is going over the next 5 years.”\nEvercore ISI analyst Amit Daryanani said in a research note that the ruling is a setback for Apple, but that the eventual impact is likely to be manageable, given Apple has alternative ways to generate revenue from the store, including its growing in-store ad business. And he noted that Apple actually got a win on a bigger issue in the case: The judge rejected Epic’s assertion that the App Store is an illegal monopoly. Daryanani estimated the risk to Apple’s per-share earnings at 2% to 4%.\nWedbush analyst Dan Ives told Barron’s he thinks the worst-case scenario is a 3% to 4% hit to revenues, describing the risk as a “rounding error.” While Ives said the Street had expected an across-the-board win for Apple, the mixed decision removes an overhang on the stock and that investors are likely relieved to put the issue to rest.\nThe ruling is more a positive for companies like Spotify Technology and Match Group than it is a negative for Apple, he said. Apple stock fell 3.3% to $148.97 on Friday, while Spotify and March gained 0.7% and 4.2%, respectively.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816017150,"gmtCreate":1630455148270,"gmtModify":1631891998106,"author":{"id":"3574713327400822","authorId":"3574713327400822","name":"RichyRick","avatar":"https://static.tigerbbs.com/b86ee481aaeabbd2348ddf829e3a56fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574713327400822","idStr":"3574713327400822"},"themes":[],"title":"","htmlText":"Another good choice for those high end earner which prefer branded ev car that can suit their status","listText":"Another good choice for those high end earner which prefer branded ev car that can suit their status","text":"Another good choice for those high end earner which prefer branded ev car that can suit their status","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/816017150","repostId":"1160003771","repostType":4,"repost":{"id":"1160003771","kind":"news","pubTimestamp":1630454003,"share":"https://www.laohunote.com/m/news/1160003771?lang=zh_CN&edition=full","pubTime":"2021-09-01 07:53","market":"us","language":"en","title":"Why Nio Stock Popped Tuesday<blockquote>为什么蔚来股价周二上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160003771","media":"Motley Fool","summary":"Nio will take a stake in Geely's Lotus.\n\nWhat happened\nShares of Chineseelectric carmanufacturer NIO","content":"<p>  <b>Nio will take a stake in Geely's Lotus.</b>  <b>What happened</b></p><p><blockquote><b>蔚来将入股吉利莲花汽车。</b><b>发生了什么事</b></blockquote></p><p> Shares of Chineseelectric carmanufacturer&nbsp;<b><a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a></b> stock hopped 2.6% higher as of 12:45 p.m. EDT Tuesday after Bloomberg reported that Nio investors may have a second wayto get rich.</p><p><blockquote>中国电动汽车制造商的股票<b><a href=\"https://laohu8.com/S/NIO\">蔚来</a></b>截至中午 12:45，股价上涨 2.6%。美国东部时间周二，彭博社报道称蔚来投资者可能有第二种致富方式。</blockquote></p><p> Because now they're going to own a piece of Lotus Cars.</p><p><blockquote>因为现在他们将拥有一辆莲花汽车。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> As Bloomberg advises, Lotus, the iconic British sports car maker that is majority-owned by <a href=\"https://laohu8.com/S/CAAS\">China</a>'s Zhejiang Geely Holding Group, is raising $2.3 billion that it will use \"to transform [itself] into an all-electric brand.\" Nio won't contribute all of the $2.3 billion, but it will contribute a piece of it -- and get a piece of Lotus in return.</p><p><blockquote>正如彭博社建议的那样，路特斯是英国标志性跑车制造商，由<a href=\"https://laohu8.com/S/CAAS\">中国</a>浙江吉利控股集团正在筹集 23 亿美元，用于“将自身转型为全电动品牌”。蔚来不会出资全部 23 亿美元，但它会出资一部分，并获得莲花的一部分作为回报。</blockquote></p><p> In addition, Lotus' electric car division, Lotus Technology, and Nio \"will explore collaboration in areas including high-end intelligent EVs.\"</p><p><blockquote>此外，路特斯电动汽车部门、路特斯科技和蔚来“将探索在高端智能电动汽车等领域的合作”。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> That could become important as Geely contemplatestaking Lotus public-- perhaps as soon as next year.</p><p><blockquote>当吉利考虑收购路特斯上市时，这可能会变得很重要——也许最早在明年。</blockquote></p><p> On the <a href=\"https://laohu8.com/S/AONE.U\">one</a> hand, Lotus is planning to begin selling a new electric Type 132 SUV in 2022, to be followed in short order by a four-door coupe in 2023, a second SUV in 2025, and an electric Type 135 sports car in 2026. If any or all of these cars are based on technology developed by Nio, the latter could stand to reap beaucoup bucks in the form of high-margin technology licensing revenue from Lotus.</p><p><blockquote>在<a href=\"https://laohu8.com/S/AONE.U\">一</a>首先，路特斯计划于 2022 年开始销售一款新型电动 Type 132 SUV，随后将于 2023 年推出一款四门轿跑车，于 2025 年推出第二款 SUV，并于 2026 年推出一款电动 Type 135 跑车。如果这些汽车中的任何一辆或全部基于蔚来开发的技术，后者可能会从路特斯获得高利润技术许可收入，从而获得大量资金。</blockquote></p><p> Additionally, if Lotus debuts as the $15 billion-plus initial public offering that is being contemplated, then depending on how big a piece of Lotus that Nio will receive for its investment, Nio could reap millions, or even billions, more in value from its equity interest in Lotus.</p><p><blockquote>此外，如果路特斯首次公开募股计划中的价值超过 150 亿美元，那么根据蔚来将因其投资获得的路特斯股份有多大，蔚来可能会从其在路特斯的股权中获得数百万甚至数十亿美元的价值。</blockquote></p><p> In short, there are all sorts of reasons for Nio investors to be smiling Tuesday.</p><p><blockquote>简而言之，蔚来投资者周二有各种各样的理由微笑。</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 Nio Stock Popped Tuesday<blockquote>为什么蔚来股价周二上涨</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 Nio Stock Popped Tuesday<blockquote>为什么蔚来股价周二上涨</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\">2021-09-01 07:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>Nio will take a stake in Geely's Lotus.</b>  <b>What happened</b></p><p><blockquote><b>蔚来将入股吉利莲花汽车。</b><b>发生了什么事</b></blockquote></p><p> Shares of Chineseelectric carmanufacturer&nbsp;<b><a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a></b> stock hopped 2.6% higher as of 12:45 p.m. EDT Tuesday after Bloomberg reported that Nio investors may have a second wayto get rich.</p><p><blockquote>中国电动汽车制造商的股票<b><a href=\"https://laohu8.com/S/NIO\">蔚来</a></b>截至中午 12:45，股价上涨 2.6%。美国东部时间周二，彭博社报道称蔚来投资者可能有第二种致富方式。</blockquote></p><p> Because now they're going to own a piece of Lotus Cars.</p><p><blockquote>因为现在他们将拥有一辆莲花汽车。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> As Bloomberg advises, Lotus, the iconic British sports car maker that is majority-owned by <a href=\"https://laohu8.com/S/CAAS\">China</a>'s Zhejiang Geely Holding Group, is raising $2.3 billion that it will use \"to transform [itself] into an all-electric brand.\" Nio won't contribute all of the $2.3 billion, but it will contribute a piece of it -- and get a piece of Lotus in return.</p><p><blockquote>正如彭博社建议的那样，路特斯是英国标志性跑车制造商，由<a href=\"https://laohu8.com/S/CAAS\">中国</a>浙江吉利控股集团正在筹集 23 亿美元，用于“将自身转型为全电动品牌”。蔚来不会出资全部 23 亿美元，但它会出资一部分，并获得莲花的一部分作为回报。</blockquote></p><p> In addition, Lotus' electric car division, Lotus Technology, and Nio \"will explore collaboration in areas including high-end intelligent EVs.\"</p><p><blockquote>此外，路特斯电动汽车部门、路特斯科技和蔚来“将探索在高端智能电动汽车等领域的合作”。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> That could become important as Geely contemplatestaking Lotus public-- perhaps as soon as next year.</p><p><blockquote>当吉利考虑收购路特斯上市时，这可能会变得很重要——也许最早在明年。</blockquote></p><p> On the <a href=\"https://laohu8.com/S/AONE.U\">one</a> hand, Lotus is planning to begin selling a new electric Type 132 SUV in 2022, to be followed in short order by a four-door coupe in 2023, a second SUV in 2025, and an electric Type 135 sports car in 2026. If any or all of these cars are based on technology developed by Nio, the latter could stand to reap beaucoup bucks in the form of high-margin technology licensing revenue from Lotus.</p><p><blockquote>在<a href=\"https://laohu8.com/S/AONE.U\">一</a>首先，路特斯计划于 2022 年开始销售一款新型电动 Type 132 SUV，随后将于 2023 年推出一款四门轿跑车，于 2025 年推出第二款 SUV，并于 2026 年推出一款电动 Type 135 跑车。如果这些汽车中的任何一辆或全部基于蔚来开发的技术，后者可能会从路特斯获得高利润技术许可收入，从而获得大量资金。</blockquote></p><p> Additionally, if Lotus debuts as the $15 billion-plus initial public offering that is being contemplated, then depending on how big a piece of Lotus that Nio will receive for its investment, Nio could reap millions, or even billions, more in value from its equity interest in Lotus.</p><p><blockquote>此外，如果路特斯首次公开募股计划中的价值超过 150 亿美元，那么根据蔚来将因其投资获得的路特斯股份有多大，蔚来可能会从其在路特斯的股权中获得数百万甚至数十亿美元的价值。</blockquote></p><p> In short, there are all sorts of reasons for Nio investors to be smiling Tuesday.</p><p><blockquote>简而言之，蔚来投资者周二有各种各样的理由微笑。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/08/31/why-nio-stock-popped-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":{"NIO":"蔚来"},"source_url":"https://www.fool.com/investing/2021/08/31/why-nio-stock-popped-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160003771","content_text":"Nio will take a stake in Geely's Lotus.\n\nWhat happened\nShares of Chineseelectric carmanufacturer NIO Inc. stock hopped 2.6% higher as of 12:45 p.m. EDT Tuesday after Bloomberg reported that Nio investors may have a second wayto get rich.\nBecause now they're going to own a piece of Lotus Cars.\nSo what\nAs Bloomberg advises, Lotus, the iconic British sports car maker that is majority-owned by China's Zhejiang Geely Holding Group, is raising $2.3 billion that it will use \"to transform [itself] into an all-electric brand.\" Nio won't contribute all of the $2.3 billion, but it will contribute a piece of it -- and get a piece of Lotus in return.\nIn addition, Lotus' electric car division, Lotus Technology, and Nio \"will explore collaboration in areas including high-end intelligent EVs.\"\nNow what\nThat could become important as Geely contemplatestaking Lotus public-- perhaps as soon as next year.\nOn the one hand, Lotus is planning to begin selling a new electric Type 132 SUV in 2022, to be followed in short order by a four-door coupe in 2023, a second SUV in 2025, and an electric Type 135 sports car in 2026. If any or all of these cars are based on technology developed by Nio, the latter could stand to reap beaucoup bucks in the form of high-margin technology licensing revenue from Lotus.\nAdditionally, if Lotus debuts as the $15 billion-plus initial public offering that is being contemplated, then depending on how big a piece of Lotus that Nio will receive for its investment, Nio could reap millions, or even billions, more in value from its equity interest in Lotus.\nIn short, there are all sorts of reasons for Nio investors to be smiling Tuesday.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":824406275,"gmtCreate":1634343832134,"gmtModify":1634343832502,"author":{"id":"3574713327400822","authorId":"3574713327400822","name":"RichyRick","avatar":"https://static.tigerbbs.com/b86ee481aaeabbd2348ddf829e3a56fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574713327400822","idStr":"3574713327400822"},"themes":[],"title":"","htmlText":"Good information","listText":"Good information","text":"Good information","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/824406275","repostId":"2175112192","repostType":4,"isVote":1,"tweetType":1,"viewCount":873,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":898930664,"gmtCreate":1628467251458,"gmtModify":1633747042801,"author":{"id":"3574713327400822","authorId":"3574713327400822","name":"RichyRick","avatar":"https://static.tigerbbs.com/b86ee481aaeabbd2348ddf829e3a56fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574713327400822","idStr":"3574713327400822"},"themes":[],"title":"","htmlText":"Not surprise, it happen everywhere not only in china company as long the top management iz a wolf in disguise","listText":"Not surprise, it happen everywhere not only in china company as long the top management iz a wolf in disguise","text":"Not surprise, it happen everywhere not only in china company as long the top management iz a wolf in disguise","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/898930664","repostId":"1136322726","repostType":4,"isVote":1,"tweetType":1,"viewCount":921,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881141865,"gmtCreate":1631319822157,"gmtModify":1631891998053,"author":{"id":"3574713327400822","authorId":"3574713327400822","name":"RichyRick","avatar":"https://static.tigerbbs.com/b86ee481aaeabbd2348ddf829e3a56fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574713327400822","idStr":"3574713327400822"},"themes":[],"title":"","htmlText":"Buy&nbsp;the dip and hold","listText":"Buy&nbsp;the dip and hold","text":"Buy the dip and hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/881141865","repostId":"2166711943","repostType":4,"isVote":1,"tweetType":1,"viewCount":707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805489179,"gmtCreate":1627898765491,"gmtModify":1633755491208,"author":{"id":"3574713327400822","authorId":"3574713327400822","name":"RichyRick","avatar":"https://static.tigerbbs.com/b86ee481aaeabbd2348ddf829e3a56fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574713327400822","idStr":"3574713327400822"},"themes":[],"title":"","htmlText":"Slowly but surely go up","listText":"Slowly but surely go up","text":"Slowly but surely go up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/805489179","repostId":"1182813200","repostType":4,"repost":{"id":"1182813200","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627895447,"share":"https://www.laohunote.com/m/news/1182813200?lang=zh_CN&edition=full","pubTime":"2021-08-02 17:10","market":"us","language":"en","title":"Nio July Deliveries Surge 125% But Fall Below Those Of Rivals Xpeng, Li: What You Should Know<blockquote>蔚来 7 月交付量激增 125%，但低于竞争对手小鹏、李：你应该知道什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1182813200","media":"Benzinga Earnings","summary":"U.S.-listed Chinese electric vehicle makerNio IncNIO 0.06%deliveries more than doubled in the month ","content":"<p>U.S.-listed Chinese electric vehicle maker<b>Nio Inc</b>NIO 0.06%deliveries more than doubled in the month of July on a year-on-year basis but&nbsp;fell short of homegrown peers&nbsp;<b>Xpeng Inc</b>&nbsp;XPEV 0.2%&nbsp;and&nbsp;<b>Li Auto</b>&nbsp;LI.</p><p><blockquote>在美国上市的中国电动汽车制造商<b>蔚来公司</b>蔚来 0.06% 7 月份交付量同比增长一倍多，但低于本土同行<b>小鹏汽车</b>XPEV 0.2%和<b>理想汽车</b>李。</blockquote></p><p> <b>What Happened:</b>&nbsp;The Shanghai-headquartered EV maker delivered 7,931 vehicles in July, up about 124.5% when compared with the year-ago number but&nbsp;a 1.8% decline from June, when sales picked up pace sharply sequentially despite the ongoing global semiconductor shortage.</p><p><blockquote><b>发生了什么：</b>这家总部位于上海的电动汽车制造商 7 月份交付了 7,931 辆汽车，比去年同期增长约 124.5%，但比 6 月份下降了 1.8%，尽管全球半导体持续短缺，但销量仍环比大幅加快。</blockquote></p><p> The split for July was 1,702 six-seater and seven-seater ES8 SUVs, 3,669 five-seater ES6s and 2,560 five-seater EC6 coupe models.</p><p><blockquote>7 月份的销量为 1,702 辆六座和七座 ES8 SUV、3,669 辆五座 ES6 和 2,560 辆五座 EC6 coupe 车型。</blockquote></p><p> The company has cumulatively delivered 125,528 vehicles as of July.</p><p><blockquote>截至7月，该公司已累计交付125,528辆汽车。</blockquote></p><p> Rival Xpeng delivered 8,040 vehicles in China, a jump of 228% year-over-year and a rise of 22% over last month's numbers while Li Auto reported a 251.3% jump to 8,589 deliveries for the month of July.</p><p><blockquote>竞争对手小鹏汽车在中国交付了 8,040 辆汽车，同比增长 228%，比上月增长 22%，而理想汽车 7 月份交付量增长 251.3%，达到 8,589 辆。</blockquote></p><p> <b>Why It Matters:</b>&nbsp;In March, Nio was forced to halt production at its Hefei manufacturing plant for five working days starting March 29. The company had in May said sales were adversely hurt for several days due to the volatile semiconductor supply and certain logistical adjustments.</p><p><blockquote><b>为什么重要：</b>今年3月，蔚来被迫从3月29日起在合肥制造工厂停产5个工作日。该公司五月份曾表示，由于半导体供应波动和某些物流调整，销售额连续几天受到不利影响。</blockquote></p><p> Despite challenges amid plans to begin deliveries in Norway, Nio has reiterated the delivery guidance of 21,000 to 22,000 vehicles in the second quarter of 2021.</p><p><blockquote>尽管在挪威开始交付的计划面临挑战，但蔚来重申了 2021 年第二季度交付 21,000 至 22,000 辆汽车的指导。</blockquote></p><p> For Nio, Norway will play out to be a gateway to expand into other countries in Europe where it will compete with bigger and established rivals such as<b>Tesla Inc</b>TSLAand<b>Volkswagen AG</b>VWAGY. The company aims to begin deliveries in Norway from September.</p><p><blockquote>对于蔚来来说，挪威将成为向欧洲其他国家扩张的门户，在那里它将与规模更大、成熟的竞争对手竞争，例如<b>特斯拉公司</b>茨兰德<b>大众汽车公司</b>等等。该公司计划从 9 月开始在挪威交付。</blockquote></p><p> <b>Price Action:</b>&nbsp;Nio shares closed 4.83% higher at $44.68 on Friday.</p><p><blockquote><b>价格行为：</b>蔚来股价周五收盘上涨 4.83%，至 44.68 美元。</blockquote></p><p> Nio shares&nbsp;fell&nbsp;over&nbsp;1%&nbsp;in&nbsp;premarket&nbsp;trading,&nbsp;at&nbsp;the&nbsp;same&nbsp;time,&nbsp;<b>Li Auto</b>&nbsp;and&nbsp;<b>Xpeng Inc</b>&nbsp;rose&nbsp;over&nbsp;4%&nbsp;.<img src=\"https://static.tigerbbs.com/2873ab006d0e3a4be6d8d97aebb351d3\" tg-width=\"306\" tg-height=\"128\" width=\"100%\" height=\"auto\"></p><p><blockquote>蔚来股价在盘前交易中下跌超过1%，同时，<b>理想汽车</b>和<b>小鹏汽车</b>上涨超过4%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio July Deliveries Surge 125% But Fall Below Those Of Rivals Xpeng, Li: What You Should Know<blockquote>蔚来 7 月交付量激增 125%，但低于竞争对手小鹏、李：你应该知道什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio July Deliveries Surge 125% But Fall Below Those Of Rivals Xpeng, Li: What You Should Know<blockquote>蔚来 7 月交付量激增 125%，但低于竞争对手小鹏、李：你应该知道什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-08-02 17:10</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>U.S.-listed Chinese electric vehicle maker<b>Nio Inc</b>NIO 0.06%deliveries more than doubled in the month of July on a year-on-year basis but&nbsp;fell short of homegrown peers&nbsp;<b>Xpeng Inc</b>&nbsp;XPEV 0.2%&nbsp;and&nbsp;<b>Li Auto</b>&nbsp;LI.</p><p><blockquote>在美国上市的中国电动汽车制造商<b>蔚来公司</b>蔚来 0.06% 7 月份交付量同比增长一倍多，但低于本土同行<b>小鹏汽车</b>XPEV 0.2%和<b>理想汽车</b>李。</blockquote></p><p> <b>What Happened:</b>&nbsp;The Shanghai-headquartered EV maker delivered 7,931 vehicles in July, up about 124.5% when compared with the year-ago number but&nbsp;a 1.8% decline from June, when sales picked up pace sharply sequentially despite the ongoing global semiconductor shortage.</p><p><blockquote><b>发生了什么：</b>这家总部位于上海的电动汽车制造商 7 月份交付了 7,931 辆汽车，比去年同期增长约 124.5%，但比 6 月份下降了 1.8%，尽管全球半导体持续短缺，但销量仍环比大幅加快。</blockquote></p><p> The split for July was 1,702 six-seater and seven-seater ES8 SUVs, 3,669 five-seater ES6s and 2,560 five-seater EC6 coupe models.</p><p><blockquote>7 月份的销量为 1,702 辆六座和七座 ES8 SUV、3,669 辆五座 ES6 和 2,560 辆五座 EC6 coupe 车型。</blockquote></p><p> The company has cumulatively delivered 125,528 vehicles as of July.</p><p><blockquote>截至7月，该公司已累计交付125,528辆汽车。</blockquote></p><p> Rival Xpeng delivered 8,040 vehicles in China, a jump of 228% year-over-year and a rise of 22% over last month's numbers while Li Auto reported a 251.3% jump to 8,589 deliveries for the month of July.</p><p><blockquote>竞争对手小鹏汽车在中国交付了 8,040 辆汽车，同比增长 228%，比上月增长 22%，而理想汽车 7 月份交付量增长 251.3%，达到 8,589 辆。</blockquote></p><p> <b>Why It Matters:</b>&nbsp;In March, Nio was forced to halt production at its Hefei manufacturing plant for five working days starting March 29. The company had in May said sales were adversely hurt for several days due to the volatile semiconductor supply and certain logistical adjustments.</p><p><blockquote><b>为什么重要：</b>今年3月，蔚来被迫从3月29日起在合肥制造工厂停产5个工作日。该公司五月份曾表示，由于半导体供应波动和某些物流调整，销售额连续几天受到不利影响。</blockquote></p><p> Despite challenges amid plans to begin deliveries in Norway, Nio has reiterated the delivery guidance of 21,000 to 22,000 vehicles in the second quarter of 2021.</p><p><blockquote>尽管在挪威开始交付的计划面临挑战，但蔚来重申了 2021 年第二季度交付 21,000 至 22,000 辆汽车的指导。</blockquote></p><p> For Nio, Norway will play out to be a gateway to expand into other countries in Europe where it will compete with bigger and established rivals such as<b>Tesla Inc</b>TSLAand<b>Volkswagen AG</b>VWAGY. The company aims to begin deliveries in Norway from September.</p><p><blockquote>对于蔚来来说，挪威将成为向欧洲其他国家扩张的门户，在那里它将与规模更大、成熟的竞争对手竞争，例如<b>特斯拉公司</b>茨兰德<b>大众汽车公司</b>等等。该公司计划从 9 月开始在挪威交付。</blockquote></p><p> <b>Price Action:</b>&nbsp;Nio shares closed 4.83% higher at $44.68 on Friday.</p><p><blockquote><b>价格行为：</b>蔚来股价周五收盘上涨 4.83%，至 44.68 美元。</blockquote></p><p> Nio shares&nbsp;fell&nbsp;over&nbsp;1%&nbsp;in&nbsp;premarket&nbsp;trading,&nbsp;at&nbsp;the&nbsp;same&nbsp;time,&nbsp;<b>Li Auto</b>&nbsp;and&nbsp;<b>Xpeng Inc</b>&nbsp;rose&nbsp;over&nbsp;4%&nbsp;.<img src=\"https://static.tigerbbs.com/2873ab006d0e3a4be6d8d97aebb351d3\" tg-width=\"306\" tg-height=\"128\" width=\"100%\" height=\"auto\"></p><p><blockquote>蔚来股价在盘前交易中下跌超过1%，同时，<b>理想汽车</b>和<b>小鹏汽车</b>上涨超过4%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏集团","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182813200","content_text":"U.S.-listed Chinese electric vehicle makerNio IncNIO 0.06%deliveries more than doubled in the month of July on a year-on-year basis but fell short of homegrown peers Xpeng Inc XPEV 0.2% and Li Auto LI.\nWhat Happened: The Shanghai-headquartered EV maker delivered 7,931 vehicles in July, up about 124.5% when compared with the year-ago number but a 1.8% decline from June, when sales picked up pace sharply sequentially despite the ongoing global semiconductor shortage.\nThe split for July was 1,702 six-seater and seven-seater ES8 SUVs, 3,669 five-seater ES6s and 2,560 five-seater EC6 coupe models.\nThe company has cumulatively delivered 125,528 vehicles as of July.\nRival Xpeng delivered 8,040 vehicles in China, a jump of 228% year-over-year and a rise of 22% over last month's numbers while Li Auto reported a 251.3% jump to 8,589 deliveries for the month of July.\nWhy It Matters: In March, Nio was forced to halt production at its Hefei manufacturing plant for five working days starting March 29. The company had in May said sales were adversely hurt for several days due to the volatile semiconductor supply and certain logistical adjustments.\nDespite challenges amid plans to begin deliveries in Norway, Nio has reiterated the delivery guidance of 21,000 to 22,000 vehicles in the second quarter of 2021.\nFor Nio, Norway will play out to be a gateway to expand into other countries in Europe where it will compete with bigger and established rivals such asTesla IncTSLAandVolkswagen AGVWAGY. The company aims to begin deliveries in Norway from September.\nPrice Action: Nio shares closed 4.83% higher at $44.68 on Friday.\nNio shares fell over 1% in premarket trading, at the same time, Li Auto and Xpeng Inc rose over 4% .","news_type":1,"symbols_score_info":{"XPEV":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897798159,"gmtCreate":1628984560371,"gmtModify":1631883992736,"author":{"id":"3574713327400822","authorId":"3574713327400822","name":"RichyRick","avatar":"https://static.tigerbbs.com/b86ee481aaeabbd2348ddf829e3a56fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574713327400822","idStr":"3574713327400822"},"themes":[],"title":"","htmlText":"Hope it can rebound soon","listText":"Hope it can rebound soon","text":"Hope it can rebound soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/897798159","repostId":"1101274827","repostType":4,"isVote":1,"tweetType":1,"viewCount":873,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804144104,"gmtCreate":1627947779708,"gmtModify":1633755086934,"author":{"id":"3574713327400822","authorId":"3574713327400822","name":"RichyRick","avatar":"https://static.tigerbbs.com/b86ee481aaeabbd2348ddf829e3a56fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574713327400822","idStr":"3574713327400822"},"themes":[],"title":"","htmlText":"Good choice as china is putting those company listed in US in their rader","listText":"Good choice as china is putting those company listed in US in their rader","text":"Good choice as china is putting those company listed in US in their rader","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/804144104","repostId":"2156117308","repostType":4,"isVote":1,"tweetType":1,"viewCount":802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":873331948,"gmtCreate":1636855724543,"gmtModify":1636855724706,"author":{"id":"3574713327400822","authorId":"3574713327400822","name":"RichyRick","avatar":"https://static.tigerbbs.com/b86ee481aaeabbd2348ddf829e3a56fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574713327400822","idStr":"3574713327400822"},"themes":[],"title":"","htmlText":"Good to know","listText":"Good to know","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873331948","repostId":"2183043548","repostType":4,"repost":{"id":"2183043548","kind":"highlight","pubTimestamp":1636852012,"share":"https://www.laohunote.com/m/news/2183043548?lang=zh_CN&edition=full","pubTime":"2021-11-14 09:06","market":"us","language":"en","title":"If inflation is more than transitory, consumer prices and stocks could both keep climbing<blockquote>如果通货膨胀不仅仅是暂时的，消费者价格和股票都可能继续攀升</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2183043548","media":"MarketWatch","summary":"The stock market is a good inflation hedge\nAgence France-Presse/Getty Images\n\nConventional wisdom sa","content":"<p>The stock market is a good inflation hedge</p><p><blockquote>股票市场是很好的通货膨胀对冲工具</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd7f220695081ff57f1ed561e56d2713\" tg-width=\"700\" tg-height=\"390\" width=\"100%\" height=\"auto\"><span>Agence France-Presse/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>法新社/盖蒂图片社</span></p></blockquote></p><p> Conventional wisdom says that inflation is bad for the stock market. Yet the U.S. stock market this year has remained strong in the face of unexpectedly high inflation.</p><p><blockquote>传统观点认为通货膨胀对股市不利。然而，面对出乎意料的高通胀，美国股市今年仍然保持强劲。</blockquote></p><p> Since mid-May, when it was first reported that the CPI’s 12-month rate of change had spiked, the S&amp;P 500&nbsp;has gained more than 15% and the tech-heavy Nasdaq 100 index&nbsp;is up almost 23%.</p><p><blockquote>自 5 月中旬首次有报道称 CPI 12 个月变化率飙升以来，标普500上涨了 15% 以上，以科技股为主的纳斯达克 100 指数上涨了近 23%。</blockquote></p><p> Does that mean the stock market is living on borrowed time, and will soon succumb to the gravitational pull exerted by higher inflation? Or is the conventional wisdom on this subject just wrong?</p><p><blockquote>这是否意味着股市正在靠借来的时间生活，并将很快屈服于更高通胀施加的引力？或者关于这个问题的传统观点是错误的？</blockquote></p><p> Now is a good time to investigate these questions, since the U.S. government reported this week that the CPI over the latest 12 months has risen at its fastest rate in over 30 years.</p><p><blockquote>现在是调查这些问题的好时机，因为美国政府本周报告称，过去12个月的CPI以30多年来最快的速度上涨。</blockquote></p><p> My analysis of the historical record reveals that the relationship between equities and inflation is far more complex than it initially appears. That’s because there are both plusses and minuses to inflation’s impact, and it’s difficult to predict the net impact of inflation’s various consequences.</p><p><blockquote>我对历史记录的分析表明，股票和通货膨胀之间的关系比最初看起来要复杂得多。这是因为通货膨胀的影响有利有弊，而且很难预测通货膨胀各种后果的净影响。</blockquote></p><p> Consider first inflation’s impact on earnings: Because companies often are able to charge higher prices when inflation heats up — they have “pricing power,” in other words — their earnings do not suffer as much as you might think. In fact, according to data back to 1871 provided by Yale University’s Robert Shiller, the S&amp;P 500’s nominal earnings per share have grown faster, on average, when inflation has been higher.</p><p><blockquote>首先考虑通货膨胀对盈利的影响： 因为当通货膨胀升温时，公司往往能够收取更高的价格--换句话说，他们拥有 “定价权”--所以他们的盈利并没有你想象的那么大。事实上，根据耶鲁大学的 Robert Shiller 提供的 1871 年数据，当通货膨胀率较高时，标普500的名义每股收益平均增长速度更快。</blockquote></p><p> This tendency is why the stock market is a good inflation hedge. Yet investors all too often overlook this valuable tendency, since they focus on nominal earnings growth rates rather than real growth rates. They extrapolate the slower nominal earnings growth rate of a low-inflation period even when inflation heats up. Economists often refer to this mistake as “money illusion” or “inflation illusion.”</p><p><blockquote>这种趋势就是为什么股票市场是一个很好的通胀对冲工具。然而，投资者常常忽视这一有价值的趋势，因为他们关注的是名义盈利增长率，而不是实际增长率。即使通胀升温，他们也推断出低通胀时期较慢的名义收益增长率。经济学家通常将这种错误称为“货币错觉”或“通货膨胀错觉”。</blockquote></p><p> Corporate earnings’ ability to hedge inflation is the good news. The bad news is that inflation causes P/E ratios to decline, since inflation reduces the discounted value of future years’ earnings.</p><p><blockquote>企业盈利对冲通胀的能力是个好消息。坏消息是，通货膨胀会导致市盈率下降，因为通货膨胀会降低未来几年收益的贴现价值。</blockquote></p><p> These two distinct impacts are summarized in the chart below. To construct the chart, I segregated the period since 1871 into two subsets according to the CPI’s trailing 2-year rate of change. Notice that the EPS growth rate has tended to be higher when inflation is higher, but the P/E ratio has tended to be lower.</p><p><blockquote>下图总结了这两种不同的影响。为了绘制这张图表，我根据消费者物价指数过去两年的变化率，将 1871 年以来的时期分为两个子集。请注意，当通货膨胀较高时，每股收益增长率往往较高，但市盈率往往较低。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/370baeb3b581e82486aa533711b4363e\" tg-width=\"700\" tg-height=\"482\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <b>What to watch for — and watch out for</b></p><p><blockquote><b>需要注意什么——以及需要注意什么</b></blockquote></p><p> How do these countervailing factors interact in practice? The answer depends on whether you focus on the near-term or the long-term. Over the near-term — up to a year, or so — inflation historically has been a net negative for stocks. That’s because inflation’s negative impact on the P/E ratio is immediate, while its positive impact on earnings doesn’t kick in for a couple of years. Once your time horizon extends two or three years, these effects on average cancel each other out.</p><p><blockquote>这些抵消因素在实践中如何相互作用？答案取决于你关注的是近期还是长期。在短期内——长达一年左右——历史上，股市的通胀一直是净负的。这是因为通货膨胀对市盈率的负面影响是立竿见影的，而对盈利的积极影响要几年后才会显现。一旦你的时间范围延长两三年，这些影响平均来说会相互抵消。</blockquote></p><p> The investment implication: If inflation proves to be more than transitory and the stock market declines significantly, you might want to treat the selloff as a buying opportunity.</p><p><blockquote>投资含义：如果通货膨胀被证明不仅仅是暂时的，并且股市大幅下跌，您可能需要将抛售视为买入机会。</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>If inflation is more than transitory, consumer prices and stocks could both keep climbing<blockquote>如果通货膨胀不仅仅是暂时的，消费者价格和股票都可能继续攀升</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\">\nIf inflation is more than transitory, consumer prices and stocks could both keep climbing<blockquote>如果通货膨胀不仅仅是暂时的，消费者价格和股票都可能继续攀升</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-11-14 09:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The stock market is a good inflation hedge</p><p><blockquote>股票市场是很好的通货膨胀对冲工具</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd7f220695081ff57f1ed561e56d2713\" tg-width=\"700\" tg-height=\"390\" width=\"100%\" height=\"auto\"><span>Agence France-Presse/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>法新社/盖蒂图片社</span></p></blockquote></p><p> Conventional wisdom says that inflation is bad for the stock market. Yet the U.S. stock market this year has remained strong in the face of unexpectedly high inflation.</p><p><blockquote>传统观点认为通货膨胀对股市不利。然而，面对出乎意料的高通胀，美国股市今年仍然保持强劲。</blockquote></p><p> Since mid-May, when it was first reported that the CPI’s 12-month rate of change had spiked, the S&amp;P 500&nbsp;has gained more than 15% and the tech-heavy Nasdaq 100 index&nbsp;is up almost 23%.</p><p><blockquote>自 5 月中旬首次有报道称 CPI 12 个月变化率飙升以来，标普500上涨了 15% 以上，以科技股为主的纳斯达克 100 指数上涨了近 23%。</blockquote></p><p> Does that mean the stock market is living on borrowed time, and will soon succumb to the gravitational pull exerted by higher inflation? Or is the conventional wisdom on this subject just wrong?</p><p><blockquote>这是否意味着股市正在靠借来的时间生活，并将很快屈服于更高通胀施加的引力？或者关于这个问题的传统观点是错误的？</blockquote></p><p> Now is a good time to investigate these questions, since the U.S. government reported this week that the CPI over the latest 12 months has risen at its fastest rate in over 30 years.</p><p><blockquote>现在是调查这些问题的好时机，因为美国政府本周报告称，过去12个月的CPI以30多年来最快的速度上涨。</blockquote></p><p> My analysis of the historical record reveals that the relationship between equities and inflation is far more complex than it initially appears. That’s because there are both plusses and minuses to inflation’s impact, and it’s difficult to predict the net impact of inflation’s various consequences.</p><p><blockquote>我对历史记录的分析表明，股票和通货膨胀之间的关系比最初看起来要复杂得多。这是因为通货膨胀的影响有利有弊，而且很难预测通货膨胀各种后果的净影响。</blockquote></p><p> Consider first inflation’s impact on earnings: Because companies often are able to charge higher prices when inflation heats up — they have “pricing power,” in other words — their earnings do not suffer as much as you might think. In fact, according to data back to 1871 provided by Yale University’s Robert Shiller, the S&amp;P 500’s nominal earnings per share have grown faster, on average, when inflation has been higher.</p><p><blockquote>首先考虑通货膨胀对盈利的影响： 因为当通货膨胀升温时，公司往往能够收取更高的价格--换句话说，他们拥有 “定价权”--所以他们的盈利并没有你想象的那么大。事实上，根据耶鲁大学的 Robert Shiller 提供的 1871 年数据，当通货膨胀率较高时，标普500的名义每股收益平均增长速度更快。</blockquote></p><p> This tendency is why the stock market is a good inflation hedge. Yet investors all too often overlook this valuable tendency, since they focus on nominal earnings growth rates rather than real growth rates. They extrapolate the slower nominal earnings growth rate of a low-inflation period even when inflation heats up. Economists often refer to this mistake as “money illusion” or “inflation illusion.”</p><p><blockquote>这种趋势就是为什么股票市场是一个很好的通胀对冲工具。然而，投资者常常忽视这一有价值的趋势，因为他们关注的是名义盈利增长率，而不是实际增长率。即使通胀升温，他们也推断出低通胀时期较慢的名义收益增长率。经济学家通常将这种错误称为“货币错觉”或“通货膨胀错觉”。</blockquote></p><p> Corporate earnings’ ability to hedge inflation is the good news. The bad news is that inflation causes P/E ratios to decline, since inflation reduces the discounted value of future years’ earnings.</p><p><blockquote>企业盈利对冲通胀的能力是个好消息。坏消息是，通货膨胀会导致市盈率下降，因为通货膨胀会降低未来几年收益的贴现价值。</blockquote></p><p> These two distinct impacts are summarized in the chart below. To construct the chart, I segregated the period since 1871 into two subsets according to the CPI’s trailing 2-year rate of change. Notice that the EPS growth rate has tended to be higher when inflation is higher, but the P/E ratio has tended to be lower.</p><p><blockquote>下图总结了这两种不同的影响。为了绘制这张图表，我根据消费者物价指数过去两年的变化率，将 1871 年以来的时期分为两个子集。请注意，当通货膨胀较高时，每股收益增长率往往较高，但市盈率往往较低。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/370baeb3b581e82486aa533711b4363e\" tg-width=\"700\" tg-height=\"482\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <b>What to watch for — and watch out for</b></p><p><blockquote><b>需要注意什么——以及需要注意什么</b></blockquote></p><p> How do these countervailing factors interact in practice? The answer depends on whether you focus on the near-term or the long-term. Over the near-term — up to a year, or so — inflation historically has been a net negative for stocks. That’s because inflation’s negative impact on the P/E ratio is immediate, while its positive impact on earnings doesn’t kick in for a couple of years. Once your time horizon extends two or three years, these effects on average cancel each other out.</p><p><blockquote>这些抵消因素在实践中如何相互作用？答案取决于你关注的是近期还是长期。在短期内——长达一年左右——历史上，股市的通胀一直是净负的。这是因为通货膨胀对市盈率的负面影响是立竿见影的，而对盈利的积极影响要几年后才会显现。一旦你的时间范围延长两三年，这些影响平均来说会相互抵消。</blockquote></p><p> The investment implication: If inflation proves to be more than transitory and the stock market declines significantly, you might want to treat the selloff as a buying opportunity.</p><p><blockquote>投资含义：如果通货膨胀被证明不仅仅是暂时的，并且股市大幅下跌，您可能需要将抛售视为买入机会。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/inflation-is-boosting-prices-and-stocks-heres-why-that-isnt-a-surprise-11636672378?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","NDX":"纳斯达克100指数",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/inflation-is-boosting-prices-and-stocks-heres-why-that-isnt-a-surprise-11636672378?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183043548","content_text":"The stock market is a good inflation hedge\nAgence France-Presse/Getty Images\n\nConventional wisdom says that inflation is bad for the stock market. Yet the U.S. stock market this year has remained strong in the face of unexpectedly high inflation.\nSince mid-May, when it was first reported that the CPI’s 12-month rate of change had spiked, the S&P 500 has gained more than 15% and the tech-heavy Nasdaq 100 index is up almost 23%.\nDoes that mean the stock market is living on borrowed time, and will soon succumb to the gravitational pull exerted by higher inflation? Or is the conventional wisdom on this subject just wrong?\nNow is a good time to investigate these questions, since the U.S. government reported this week that the CPI over the latest 12 months has risen at its fastest rate in over 30 years.\nMy analysis of the historical record reveals that the relationship between equities and inflation is far more complex than it initially appears. That’s because there are both plusses and minuses to inflation’s impact, and it’s difficult to predict the net impact of inflation’s various consequences.\nConsider first inflation’s impact on earnings: Because companies often are able to charge higher prices when inflation heats up — they have “pricing power,” in other words — their earnings do not suffer as much as you might think. In fact, according to data back to 1871 provided by Yale University’s Robert Shiller, the S&P 500’s nominal earnings per share have grown faster, on average, when inflation has been higher.\nThis tendency is why the stock market is a good inflation hedge. Yet investors all too often overlook this valuable tendency, since they focus on nominal earnings growth rates rather than real growth rates. They extrapolate the slower nominal earnings growth rate of a low-inflation period even when inflation heats up. Economists often refer to this mistake as “money illusion” or “inflation illusion.”\nCorporate earnings’ ability to hedge inflation is the good news. The bad news is that inflation causes P/E ratios to decline, since inflation reduces the discounted value of future years’ earnings.\nThese two distinct impacts are summarized in the chart below. To construct the chart, I segregated the period since 1871 into two subsets according to the CPI’s trailing 2-year rate of change. Notice that the EPS growth rate has tended to be higher when inflation is higher, but the P/E ratio has tended to be lower.\n\nWhat to watch for — and watch out for\n\nHow do these countervailing factors interact in practice? The answer depends on whether you focus on the near-term or the long-term. Over the near-term — up to a year, or so — inflation historically has been a net negative for stocks. That’s because inflation’s negative impact on the P/E ratio is immediate, while its positive impact on earnings doesn’t kick in for a couple of years. Once your time horizon extends two or three years, these effects on average cancel each other out.\nThe investment implication: If inflation proves to be more than transitory and the stock market declines significantly, you might want to treat the selloff as a buying opportunity.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,"NDX":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":978,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827736001,"gmtCreate":1634522585704,"gmtModify":1634522587028,"author":{"id":"3574713327400822","authorId":"3574713327400822","name":"RichyRick","avatar":"https://static.tigerbbs.com/b86ee481aaeabbd2348ddf829e3a56fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574713327400822","idStr":"3574713327400822"},"themes":[],"title":"","htmlText":"Good to know","listText":"Good to know","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/827736001","repostId":"1185155570","repostType":4,"repost":{"id":"1185155570","kind":"news","pubTimestamp":1634511079,"share":"https://www.laohunote.com/m/news/1185155570?lang=zh_CN&edition=full","pubTime":"2021-10-18 06:51","market":"us","language":"en","title":"Tesla, AT&T, Netflix, ASML, Snap and Other Stocks for Investors to Watch This Week<blockquote>特斯拉、AT&amp;T、Netflix、ASML、Snap和其他投资者本周值得关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1185155570","media":"Barrons","summary":"Seventy-two S&P 500 companies report earnings this week, as third-quarter earnings season ramps up. ","content":"<p>Seventy-two&nbsp;S&amp;P 500&nbsp;companies report earnings this week,&nbsp;as third-quarter earnings season ramps up. Several big U.S. banks got things off to a strong start last week. This week’s earnings highlights&nbsp;will include&nbsp;results from notable companies in telecom, consumer staples, energy, technology, health care, and the airline industry.</p><p><blockquote>随着第三季度财报季的加剧，72 家标普500公司本周公布了财报。几家美国大银行上周开局强劲。本周的财报亮点将包括电信、必需消费品、能源、科技、医疗保健和航空业等知名公司的业绩。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/685ba1e7f4763c12a3c0159fc2469ded\" tg-width=\"1878\" tg-height=\"2461\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Albertsons and&nbsp;State Street&nbsp;get the ball rolling on Monday.Procter &amp; Gamble,Halliburton,and&nbsp;Johnson &amp; Johnson&nbsp;are Tuesday morning’s highlights, followed by&nbsp;Netflix&nbsp;and&nbsp;United Airlines Holdings&nbsp;after the market closes.</p><p><blockquote>宝洁公司（Albertsons）和道富银行（State Street）将在周一大放异彩。宝洁公司（Procter &amp; Gamble）、哈里伯顿公司（Halliburton）和强生公司（Johnson &amp; Johnson）是周二上午的亮点，Netflix 和美国联合航空公司（United Airlines Holdings）将在收盘后紧随其后。</blockquote></p><p> On Wednesday,Verizon Communications,IBM,and Tesla will get the most attention.AT&amp;T, American Airlines Group,Southwest Airlines,and&nbsp;Chipotle Mexican Grill&nbsp;report on Thursday, then&nbsp;American Express,Schlumberger,and&nbsp;Honeywell International&nbsp;close the week on Friday.</p><p><blockquote>周三，威瑞森通信公司、IBM 和特斯拉将受到最多的关注。美国电话电报公司、美国航空集团、西南航空和 Chipotle Mexican Grill 将于周四发布报告，随后美国运通、斯伦贝谢和霍尼韦尔国际公司将于周五收盘。</blockquote></p><p> Economic data highlights this week include the Conference Board’s Leading Economic Index for September on Thursday and&nbsp;IHS Markit’s&nbsp;Manufacturing and Services Purchasing Managers’ indexes for October on Friday. All are seen easing back from their prior months’ levels.</p><p><blockquote>本周的经济数据亮点包括周四公布的世界大型企业联合会9月份领先经济指数和周五公布的IHS Markit 10月份制造业和服务业采购经理人指数。所有人都从前几个月的水平回落了。</blockquote></p><p> Other releases this week include the Federal Reserve’s most recent Beige Book, describing economic conditions across the U.S., and a pair of September housing-market indicators: The Census Bureau reports new residential construction data on Tuesday and the National Association of Realtors reports existing-home sales on Thursday.</p><p><blockquote>本周发布的其他数据包括美联储最新发布的褐皮书（描述了美国各地的经济状况），以及 9 月份的两项房地产市场指标： 美国人口普查局（Census Bureau）将于周二报告新的住宅建设数据，全国房地产经纪人协会（National Association of Realtors）将于周四报告现房销售情况。</blockquote></p><p> <b>Monday 10/18</b></p><p><blockquote><b>10/18星期一</b></blockquote></p><p> <b>The Federal Reserve</b>&nbsp;releases industrial production data for September. Economists are looking for a 0.20% rise after a 0.4% increase in August. Capacity utilization is expected at 76.5% for September, roughly in line with August’s 76.4%.</p><p><blockquote><b>美联储</b>公布9月份工业生产数据。继 8 月份上涨 0.4% 之后，经济学家预计上涨 0.20%。预计 9 月份的产能利用率为 76.5%，与 8 月份的 76.4% 大致持平。</blockquote></p><p> Albertsons, Philips, Steel Dynamics, and State Street are among companies releasing quarterly financial results.</p><p><blockquote>艾伯森、飞利浦、Steel Dynamics和道富银行等公司发布了季度财务业绩。</blockquote></p><p> <b>Tuesday 10/19</b></p><p><blockquote><b>星期二 10/19</b></blockquote></p><p> <b>The Census Bureau</b> reports new residential construction data for September. Economists forecast a seasonally adjusted annual rate of 1.623 million housing starts, compared with 1.615 million in August.</p><p><blockquote><b>人口普查局</b>报告9月份新住宅建设数据。经济学家预测，经季节性调整后的新屋开工年率为 162.3 万套，而 8 月份为 161.5 万套。</blockquote></p><p> Halliburton, Procter &amp; Gamble, Johnson &amp; Johnson, Synchrony, Travelers, Philip Morris International, Kansas City Southern, WD-40, Interactive Brokers Group, Netflix, ManpowerGroup, Dover, and Canadian National Railway are among companies hosting earnings conference calls.</p><p><blockquote>Halliburton、Procter &amp; Gamble、Johnson &amp; Johnson、Synchrony、Travelers、Philip Morris International、Kansas City Southern、WD-40、Interactive Brokers Group、Netflix、ManpowerGroup、Dover 和加拿大国家铁路公司等公司在评级举办了财报会议。</blockquote></p><p> <b>Wednesday 10/20</b></p><p><blockquote><b>星期三10/20</b></blockquote></p><p> <b>The Federal Reserve</b> releases its beige book about current economic conditions across the central bank’s 12 districts.</p><p><blockquote><b>美联储</b>发布关于中央银行 12 个地区当前经济状况的褐皮书。</blockquote></p><p> Abbott Laboratories, Biogen, NextEra Energy, ASML Holding, Nasdaq, Canadian Pacific Railway, Verizon Communications, CSX, Lam Research, Tesla, IBM, and Anthem discuss quarterly financial results.</p><p><blockquote>雅培实验室、百健、NextEra Energy、ASML Holding、纳斯达克、加拿大太平洋铁路、威瑞森通信、CSX、Lam Research、特斯拉、IBM 和 Anthem 讨论季度财务业绩。</blockquote></p><p> <b>Thursday 10/21</b></p><p><blockquote><b>星期四 10/21</b></blockquote></p><p> <b>The National Association</b> of Realtors reports existing-home sales for September. Economists forecast a seasonally adjusted annual rate of 6.10 million homes sold, compared with 5.88 million homes in August.</p><p><blockquote><b>全国协会</b>房地产经纪人报告9月份的现房销售情况。经济学家预测，经季节性调整后的年销量为610万套，而8月份为588万套。</blockquote></p><p> Dow, Freeport-McMoRan, Genuine Parts, Southwest Airlines, Valero Energy, Blackstone, Quest Diagnostics, Snap-on, Tractor Supply, Barclays, Danaher, AT&amp;T, Nucor, American Airlines Group, AutoNation, Valero Energy, SL Green Realty, Intel, Snap, Boston Beer, Mattel, and Chipotle Mexican Grill host earnings conference calls to discuss quarterly results.</p><p><blockquote>陶氏化学、自由港麦克莫兰、Genuine Parts、西南航空、Valero Energy、黑石、Quest Diagnostics、Snap安、拖拉机供应、巴克莱银行、丹纳赫、美国电话电报公司、纽柯、美国航空集团、AutoNation、Valero Energy、SL Green Realty、英特尔、Snap、Boston Beer、美泰和Chipotle Mexican Grill在评级举办财报会议，讨论季度业绩。</blockquote></p><p> <b>The Philadelphia Fed</b>&nbsp;diffusion index, a measure of overall manufacturing activity, is expected to fall to 24 in October from September’s 30.7 reading.</p><p><blockquote><b>费城联储</b>衡量整体制造业活动的扩散指数预计将从 9 月份的 30.7 降至 10 月份的 24。</blockquote></p><p> <b>The Conference Board</b>&nbsp;releases its Leading Economic Index for September. Expectations are for a 0.50% rise, after August’s 0.90% gain.</p><p><blockquote><b>会议委员会</b>发布9月份领先经济指数。继 8 月份上涨 0.90% 之后，预计上涨 0.50%。</blockquote></p><p> <b>Friday 10/22</b></p><p><blockquote><b>10/22星期五</b></blockquote></p><p> <b>IHS Markit releases</b>&nbsp;the Manufacturing and Services Purchasing Managers’ indexes for October. Consensus estimate for the Manufacturing PMI is 60.3, while the Services PMI is expected to be 54.7, compared with 60.7 and 54.9, respectively, in September.</p><p><blockquote><b>IHS Markit 发布</b>10月份制造业和服务业采购经理人指数。制造业PMI的普遍预期为60.3，而服务业PMI预计为54.7，而9月份分别为60.7和54.9。</blockquote></p><p> Whirlpool, Honeywell, Cleveland-Cliffs, Celanese, HCA Healthcare, Schlumberger, Seagate Technology Holdings, VF Corp., and American Express host investor conference calls.</p><p><blockquote>惠而浦、霍尼韦尔、Cleveland-Cliffs、塞拉尼斯、HCA Healthcare、斯伦贝谢、希捷科技控股公司、VF公司和美国运通主办了评级投资者会议。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla, AT&T, Netflix, ASML, Snap and Other Stocks for Investors to Watch This Week<blockquote>特斯拉、AT&amp;T、Netflix、ASML、Snap和其他投资者本周值得关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla, AT&T, Netflix, ASML, Snap and Other Stocks for Investors to Watch This Week<blockquote>特斯拉、AT&amp;T、Netflix、ASML、Snap和其他投资者本周值得关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-10-18 06:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Seventy-two&nbsp;S&amp;P 500&nbsp;companies report earnings this week,&nbsp;as third-quarter earnings season ramps up. Several big U.S. banks got things off to a strong start last week. This week’s earnings highlights&nbsp;will include&nbsp;results from notable companies in telecom, consumer staples, energy, technology, health care, and the airline industry.</p><p><blockquote>随着第三季度财报季的加剧，72 家标普500公司本周公布了财报。几家美国大银行上周开局强劲。本周的财报亮点将包括电信、必需消费品、能源、科技、医疗保健和航空业等知名公司的业绩。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/685ba1e7f4763c12a3c0159fc2469ded\" tg-width=\"1878\" tg-height=\"2461\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Albertsons and&nbsp;State Street&nbsp;get the ball rolling on Monday.Procter &amp; Gamble,Halliburton,and&nbsp;Johnson &amp; Johnson&nbsp;are Tuesday morning’s highlights, followed by&nbsp;Netflix&nbsp;and&nbsp;United Airlines Holdings&nbsp;after the market closes.</p><p><blockquote>宝洁公司（Albertsons）和道富银行（State Street）将在周一大放异彩。宝洁公司（Procter &amp; Gamble）、哈里伯顿公司（Halliburton）和强生公司（Johnson &amp; Johnson）是周二上午的亮点，Netflix 和美国联合航空公司（United Airlines Holdings）将在收盘后紧随其后。</blockquote></p><p> On Wednesday,Verizon Communications,IBM,and Tesla will get the most attention.AT&amp;T, American Airlines Group,Southwest Airlines,and&nbsp;Chipotle Mexican Grill&nbsp;report on Thursday, then&nbsp;American Express,Schlumberger,and&nbsp;Honeywell International&nbsp;close the week on Friday.</p><p><blockquote>周三，威瑞森通信公司、IBM 和特斯拉将受到最多的关注。美国电话电报公司、美国航空集团、西南航空和 Chipotle Mexican Grill 将于周四发布报告，随后美国运通、斯伦贝谢和霍尼韦尔国际公司将于周五收盘。</blockquote></p><p> Economic data highlights this week include the Conference Board’s Leading Economic Index for September on Thursday and&nbsp;IHS Markit’s&nbsp;Manufacturing and Services Purchasing Managers’ indexes for October on Friday. All are seen easing back from their prior months’ levels.</p><p><blockquote>本周的经济数据亮点包括周四公布的世界大型企业联合会9月份领先经济指数和周五公布的IHS Markit 10月份制造业和服务业采购经理人指数。所有人都从前几个月的水平回落了。</blockquote></p><p> Other releases this week include the Federal Reserve’s most recent Beige Book, describing economic conditions across the U.S., and a pair of September housing-market indicators: The Census Bureau reports new residential construction data on Tuesday and the National Association of Realtors reports existing-home sales on Thursday.</p><p><blockquote>本周发布的其他数据包括美联储最新发布的褐皮书（描述了美国各地的经济状况），以及 9 月份的两项房地产市场指标： 美国人口普查局（Census Bureau）将于周二报告新的住宅建设数据，全国房地产经纪人协会（National Association of Realtors）将于周四报告现房销售情况。</blockquote></p><p> <b>Monday 10/18</b></p><p><blockquote><b>10/18星期一</b></blockquote></p><p> <b>The Federal Reserve</b>&nbsp;releases industrial production data for September. Economists are looking for a 0.20% rise after a 0.4% increase in August. Capacity utilization is expected at 76.5% for September, roughly in line with August’s 76.4%.</p><p><blockquote><b>美联储</b>公布9月份工业生产数据。继 8 月份上涨 0.4% 之后，经济学家预计上涨 0.20%。预计 9 月份的产能利用率为 76.5%，与 8 月份的 76.4% 大致持平。</blockquote></p><p> Albertsons, Philips, Steel Dynamics, and State Street are among companies releasing quarterly financial results.</p><p><blockquote>艾伯森、飞利浦、Steel Dynamics和道富银行等公司发布了季度财务业绩。</blockquote></p><p> <b>Tuesday 10/19</b></p><p><blockquote><b>星期二 10/19</b></blockquote></p><p> <b>The Census Bureau</b> reports new residential construction data for September. Economists forecast a seasonally adjusted annual rate of 1.623 million housing starts, compared with 1.615 million in August.</p><p><blockquote><b>人口普查局</b>报告9月份新住宅建设数据。经济学家预测，经季节性调整后的新屋开工年率为 162.3 万套，而 8 月份为 161.5 万套。</blockquote></p><p> Halliburton, Procter &amp; Gamble, Johnson &amp; Johnson, Synchrony, Travelers, Philip Morris International, Kansas City Southern, WD-40, Interactive Brokers Group, Netflix, ManpowerGroup, Dover, and Canadian National Railway are among companies hosting earnings conference calls.</p><p><blockquote>Halliburton、Procter &amp; Gamble、Johnson &amp; Johnson、Synchrony、Travelers、Philip Morris International、Kansas City Southern、WD-40、Interactive Brokers Group、Netflix、ManpowerGroup、Dover 和加拿大国家铁路公司等公司在评级举办了财报会议。</blockquote></p><p> <b>Wednesday 10/20</b></p><p><blockquote><b>星期三10/20</b></blockquote></p><p> <b>The Federal Reserve</b> releases its beige book about current economic conditions across the central bank’s 12 districts.</p><p><blockquote><b>美联储</b>发布关于中央银行 12 个地区当前经济状况的褐皮书。</blockquote></p><p> Abbott Laboratories, Biogen, NextEra Energy, ASML Holding, Nasdaq, Canadian Pacific Railway, Verizon Communications, CSX, Lam Research, Tesla, IBM, and Anthem discuss quarterly financial results.</p><p><blockquote>雅培实验室、百健、NextEra Energy、ASML Holding、纳斯达克、加拿大太平洋铁路、威瑞森通信、CSX、Lam Research、特斯拉、IBM 和 Anthem 讨论季度财务业绩。</blockquote></p><p> <b>Thursday 10/21</b></p><p><blockquote><b>星期四 10/21</b></blockquote></p><p> <b>The National Association</b> of Realtors reports existing-home sales for September. Economists forecast a seasonally adjusted annual rate of 6.10 million homes sold, compared with 5.88 million homes in August.</p><p><blockquote><b>全国协会</b>房地产经纪人报告9月份的现房销售情况。经济学家预测，经季节性调整后的年销量为610万套，而8月份为588万套。</blockquote></p><p> Dow, Freeport-McMoRan, Genuine Parts, Southwest Airlines, Valero Energy, Blackstone, Quest Diagnostics, Snap-on, Tractor Supply, Barclays, Danaher, AT&amp;T, Nucor, American Airlines Group, AutoNation, Valero Energy, SL Green Realty, Intel, Snap, Boston Beer, Mattel, and Chipotle Mexican Grill host earnings conference calls to discuss quarterly results.</p><p><blockquote>陶氏化学、自由港麦克莫兰、Genuine Parts、西南航空、Valero Energy、黑石、Quest Diagnostics、Snap安、拖拉机供应、巴克莱银行、丹纳赫、美国电话电报公司、纽柯、美国航空集团、AutoNation、Valero Energy、SL Green Realty、英特尔、Snap、Boston Beer、美泰和Chipotle Mexican Grill在评级举办财报会议，讨论季度业绩。</blockquote></p><p> <b>The Philadelphia Fed</b>&nbsp;diffusion index, a measure of overall manufacturing activity, is expected to fall to 24 in October from September’s 30.7 reading.</p><p><blockquote><b>费城联储</b>衡量整体制造业活动的扩散指数预计将从 9 月份的 30.7 降至 10 月份的 24。</blockquote></p><p> <b>The Conference Board</b>&nbsp;releases its Leading Economic Index for September. Expectations are for a 0.50% rise, after August’s 0.90% gain.</p><p><blockquote><b>会议委员会</b>发布9月份领先经济指数。继 8 月份上涨 0.90% 之后，预计上涨 0.50%。</blockquote></p><p> <b>Friday 10/22</b></p><p><blockquote><b>10/22星期五</b></blockquote></p><p> <b>IHS Markit releases</b>&nbsp;the Manufacturing and Services Purchasing Managers’ indexes for October. Consensus estimate for the Manufacturing PMI is 60.3, while the Services PMI is expected to be 54.7, compared with 60.7 and 54.9, respectively, in September.</p><p><blockquote><b>IHS Markit 发布</b>10月份制造业和服务业采购经理人指数。制造业PMI的普遍预期为60.3，而服务业PMI预计为54.7，而9月份分别为60.7和54.9。</blockquote></p><p> Whirlpool, Honeywell, Cleveland-Cliffs, Celanese, HCA Healthcare, Schlumberger, Seagate Technology Holdings, VF Corp., and American Express host investor conference calls.</p><p><blockquote>惠而浦、霍尼韦尔、Cleveland-Cliffs、塞拉尼斯、HCA Healthcare、斯伦贝谢、希捷科技控股公司、VF公司和美国运通主办了评级投资者会议。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-at-t-netflix-chipotle-and-other-stocks-for-investors-to-watch-this-week-51634497206?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAL":"美国航空","CMG":"墨式烧烤","NFLX":"奈飞",".SPX":"S&P 500 Index","AXP":"美国运通","UAL":"联合大陆航空","TSLA":"特斯拉","IBM":"IBM","JNJ":"强生","LUV":"西南航空",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","HAL":"哈里伯顿","INTC":"英特尔","T":"At&T"},"source_url":"https://www.barrons.com/articles/tesla-at-t-netflix-chipotle-and-other-stocks-for-investors-to-watch-this-week-51634497206?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185155570","content_text":"Seventy-two S&P 500 companies report earnings this week, as third-quarter earnings season ramps up. Several big U.S. banks got things off to a strong start last week. This week’s earnings highlights will include results from notable companies in telecom, consumer staples, energy, technology, health care, and the airline industry.\n\nAlbertsons and State Street get the ball rolling on Monday.Procter & Gamble,Halliburton,and Johnson & Johnson are Tuesday morning’s highlights, followed by Netflix and United Airlines Holdings after the market closes.\nOn Wednesday,Verizon Communications,IBM,and Tesla will get the most attention.AT&T, American Airlines Group,Southwest Airlines,and Chipotle Mexican Grill report on Thursday, then American Express,Schlumberger,and Honeywell International close the week on Friday.\nEconomic data highlights this week include the Conference Board’s Leading Economic Index for September on Thursday and IHS Markit’s Manufacturing and Services Purchasing Managers’ indexes for October on Friday. All are seen easing back from their prior months’ levels.\nOther releases this week include the Federal Reserve’s most recent Beige Book, describing economic conditions across the U.S., and a pair of September housing-market indicators: The Census Bureau reports new residential construction data on Tuesday and the National Association of Realtors reports existing-home sales on Thursday.\nMonday 10/18\nThe Federal Reserve releases industrial production data for September. Economists are looking for a 0.20% rise after a 0.4% increase in August. Capacity utilization is expected at 76.5% for September, roughly in line with August’s 76.4%.\nAlbertsons, Philips, Steel Dynamics, and State Street are among companies releasing quarterly financial results.\nTuesday 10/19\nThe Census Bureau reports new residential construction data for September. Economists forecast a seasonally adjusted annual rate of 1.623 million housing starts, compared with 1.615 million in August.\nHalliburton, Procter & Gamble, Johnson & Johnson, Synchrony, Travelers, Philip Morris International, Kansas City Southern, WD-40, Interactive Brokers Group, Netflix, ManpowerGroup, Dover, and Canadian National Railway are among companies hosting earnings conference calls.\nWednesday 10/20\nThe Federal Reserve releases its beige book about current economic conditions across the central bank’s 12 districts.\nAbbott Laboratories, Biogen, NextEra Energy, ASML Holding, Nasdaq, Canadian Pacific Railway, Verizon Communications, CSX, Lam Research, Tesla, IBM, and Anthem discuss quarterly financial results.\nThursday 10/21\nThe National Association of Realtors reports existing-home sales for September. Economists forecast a seasonally adjusted annual rate of 6.10 million homes sold, compared with 5.88 million homes in August.\nDow, Freeport-McMoRan, Genuine Parts, Southwest Airlines, Valero Energy, Blackstone, Quest Diagnostics, Snap-on, Tractor Supply, Barclays, Danaher, AT&T, Nucor, American Airlines Group, AutoNation, Valero Energy, SL Green Realty, Intel, Snap, Boston Beer, Mattel, and Chipotle Mexican Grill host earnings conference calls to discuss quarterly results.\nThe Philadelphia Fed diffusion index, a measure of overall manufacturing activity, is expected to fall to 24 in October from September’s 30.7 reading.\nThe Conference Board releases its Leading Economic Index for September. Expectations are for a 0.50% rise, after August’s 0.90% gain.\nFriday 10/22\nIHS Markit releases the Manufacturing and Services Purchasing Managers’ indexes for October. Consensus estimate for the Manufacturing PMI is 60.3, while the Services PMI is expected to be 54.7, compared with 60.7 and 54.9, respectively, in September.\nWhirlpool, Honeywell, Cleveland-Cliffs, Celanese, HCA Healthcare, Schlumberger, Seagate Technology Holdings, VF Corp., and American Express host investor conference calls.","news_type":1,"symbols_score_info":{".SPX":0.9,"CMG":0.9,"NFLX":0.9,"AAL":0.9,"IBM":0.9,"INTC":0.9,"HAL":0.9,".IXIC":0.9,"AXP":0.9,"LUV":0.9,"T":0.9,"UAL":0.9,"TSLA":0.9,"JNJ":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}