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Wander beyond the wilderness
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WengYongLi
2021-12-24
Pfizer will continue to soar short term. There are so little competition for vaccines.
How Much Revenue Could Pfizer's Oral COVID-19 Pill Fetch?<blockquote>辉瑞的口服COVID-19药丸能带来多少收入?</blockquote>
WengYongLi
2021-12-15
Very insightful especially on crypto’s topic.
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WengYongLi
2021-12-11
Its more than what meets the headlines. China is always cautious. But good for long run
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WengYongLi
2021-11-17
Who cares what bofa says. They only care about their own bags
Sea shares fell more than 7% in morning trading<blockquote>Sea股价早盘下跌超7%</blockquote>
WengYongLi
2021-11-12
Slow but sure
WengYongLi
2021-11-10
As long as they filed sec, its not illegal. Honestly, they also think tesla is overvalued
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WengYongLi
2021-11-09
$Iveda Solutions, Inc.(IVDA)$
Up only
WengYongLi
2021-11-07
$Booking Holdings(BKNG)$
This has been on meteoric rise. Once gantry all open, price goes up another 30%
WengYongLi
2021-11-03
$Iveda Solutions, Inc.(IVDA)$
slow and sure
WengYongLi
2021-10-20
$4DS Memory(4DS.AU)$
Hidden and suspended
WengYongLi
2021-10-16
Hidden gem
WengYongLi
2021-10-15
$4DS Memory(4DS.AU)$
Suspension and hope for good news
WengYongLi
2021-10-11
$Tiger Brokers(TIGR)$
Slowly but surely
WengYongLi
2021-10-09
Buy when it dips
WengYongLi
2021-10-01
$Skillz Inc(SKLZ)$
Looking for opportunity to cut this losing stk. huge disappointment
WengYongLi
2021-09-30
$4DS Memory(4DS.AU)$
Slowly rising when bondyield gonup, this undervalued stk will go up
WengYongLi
2021-09-30
Dipping
WengYongLi
2021-09-30
Rising rates are inevitable. Bond yield will go up as prices of bond going down. Companies that have huge debt would face sell off
抱歉,原内容已删除
WengYongLi
2021-09-29
$Tiger Brokers(TIGR)$
Oh no. gotta buy the dip moree
WengYongLi
2021-09-29
Its a matter of time when rates will rise with bondyield rises. Company with huge debt will cry.
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will continue to soar short term. There are so little competition for vaccines. ","listText":"Pfizer will continue to soar short term. There are so little competition for vaccines. ","text":"Pfizer will continue to soar short term. There are so little competition for vaccines.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698360236","repostId":"1172289344","repostType":4,"repost":{"id":"1172289344","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1640302012,"share":"https://www.laohu8.com/m/news/1172289344?lang=zh_CN&edition=full","pubTime":"2021-12-24 07:26","market":"us","language":"en","title":"How Much Revenue Could Pfizer's Oral COVID-19 Pill Fetch?<blockquote>辉瑞的口服COVID-19药丸能带来多少收入?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1172289344","media":"Benzinga","summary":"Pfizer, Inc. announced Wednesday its oral COVID-19 antiviral pill, Paxlovid, has been authorized for","content":"<p><b>Pfizer, Inc.</b> announced Wednesday its oral COVID-19 antiviral pill, <b>Paxlovid,</b> has been authorized for use by the U.S. Food and Drug Administration.</p><p><blockquote><b>辉瑞公司。</b>周三宣布推出口服COVID-19抗病毒药物,<b>帕克斯洛维德、</b>已被美国授权使用。食品和药物管理局。</blockquote></p><p> <b>The Pfizer Analysts:</b>SVB Leerink analyst Geoffrey Porges has a Market Perform rating and a $52 price target for Pfizer.</p><p><blockquote><b>辉瑞分析师:</b>SVB Leerink分析师Geoffrey Porges给予辉瑞市场表现评级和52美元的目标价。</blockquote></p><p> BofA Securities analyst Geoff Meacham maintained a Neutral rating and a $59 price target.</p><p><blockquote>美银证券分析师Geoff Meacham维持中性评级和59美元的目标价。</blockquote></p><p> <b>Broad Label, Increased Supply To Give Pfizer Dominant Market Position:</b>Pfizer received the nod for the oral COVID-19 treatment ahead of <b>Merck & Co., Inc.</b>, which submitted its application for itsmolnupiravirmore than a month ahead of Pfizer, Porges said in a note.</p><p><blockquote><b>广泛的标签,增加供应使辉瑞占据主导市场地位:</b>辉瑞公司提前获得了口服COVID-19治疗的认可<b>默克公司。</b>Porges在一份报告中表示,该公司比辉瑞公司提前一个多月提交了molnupiravir的申请。</blockquote></p><p> The analyst sees the increase in Pfizer's expected supply of Paxlovid to 120 million courses next year as significant. The company will sell and distribute most of these courses, resulting in revenue well in excess of SVB Leerink's current forecast of $24 billion in Paxlovid sales in 2022 and $33 billion in 2023, the analyst said.</p><p><blockquote>该分析师认为,辉瑞明年Paxlovid的预期供应量增加至1.2亿个疗程意义重大。该分析师表示,该公司将销售和分销其中大部分课程,其收入将远远超过SVB Leerink目前预测的2022年Paxlovid销售额240亿美元和2023年330亿美元。</blockquote></p><p> Revenue contribution will drop to $10 billion in 2024, the analyst said. This total $67 billion in Paxlovid sales estimated for 2022-'24 is well above consensus, he added.</p><p><blockquote>该分析师表示,2024年收入贡献将降至100亿美元。他补充说,预计2022-24年Paxlovid总销售额为670亿美元,远高于共识。</blockquote></p><p> The impact of drug-drug interactions on Paxlovid uptake will be modest since many of the drugs on the list can be paused for the short duration of Paxlovid treatment without significant impact for patients, Porges said. Patients that will likely be excluded from Paxlovid use are those with severe liver or renal impairment and those who have uncontrolled HIV-1 infection, he added.</p><p><blockquote>Porges说,药物间相互作用对Paxlovid摄取的影响不大,因为清单上的许多药物可以在Paxlovid治疗的短期内暂停,而不会对患者产生重大影响。他补充说,可能被排除在Paxlovid使用之外的患者是那些患有严重肝或肾功能损害的患者以及那些HIV-1感染未得到控制的患者。</blockquote></p><p> The drug label also didn't preclude pregnant women from Paxlovid treatment and painted a risk/benefit profile that was relatively benign compared to Merck's molnupiravir, which showed embryonic development and fetal growth risks in animals, the analyst said.</p><p><blockquote>分析师表示,该药物标签也没有排除孕妇接受Paxlovid治疗,并且与默克公司的molnupiravir相比,其风险/益处相对良性,后者显示了动物的胚胎发育和胎儿生长风险。</blockquote></p><p> Paxlovid has a better efficacy profile than some leading antibody therapies, and with some of the antibody therapies having lost efficacy against the omicron variant, Paxlovid will be a \"highly attractive option for physicians and patients,\" Porges said.</p><p><blockquote>Paxlovid比一些领先的抗体疗法具有更好的疗效,并且由于一些抗体疗法已经失去了针对奥密克戎病毒变异体的疗效,Paxlovid将是“对医生和患者来说非常有吸引力的选择”,Porges说。</blockquote></p><p> <b>Paxlovid Should Remain A Steady Contributor, BofA Says:</b>There should be no problem selling every course of Paxlovid Pfizer makes in 2022, BofA analyst Meacham said. The lag time between production and shipping/revenue recognition means Pfizer won't recognize the revenue from every dose in 2022, he added.</p><p><blockquote><b>美国银行表示,Paxlovid应该仍然是稳定的贡献者:</b>美国银行分析师米查姆表示,到2022年销售辉瑞生产的每一个疗程的Paxlovid应该没有问题。他补充说,生产和运输/收入确认之间的滞后时间意味着辉瑞不会在2022年确认每剂疫苗的收入。</blockquote></p><p> Longer-term, Paxlovid is likely to remain a steady contributor, the analyst said.</p><p><blockquote>分析师表示,从长远来看,Paxlovid可能仍然是一个稳定的贡献者。</blockquote></p><p> \"We expect breakthrough infections to continue regularly in the endemic phase, and while a baseline level of immunity from vaccines and prior infections will limit severity, we expect treatment of COVID cases as they occur in high-risk individuals to be standard of care,\" Meacham said.</p><p><blockquote>“我们预计突破性感染将在流行阶段定期继续,虽然疫苗和先前感染的基线免疫力水平将限制严重程度,但我们预计在高危个体中发生的新冠病例的治疗将成为标准护理,”米查姆说。</blockquote></p><p> Government entities are expected to stockpile Merck's pill and so initial sales will likely be there, the analyst said. Longer-term, Paxlovid will likely be the preferred agent, he added.</p><p><blockquote>分析师表示,预计政府实体将储备默克的药物,因此初步销售可能会出现。他补充说,从长远来看,Paxlovid可能是首选药物。</blockquote></p><p> <b>Pfizer Price Action:</b> Pfizer shares closed lower 1.41% to $58.71 on Thursday.</p><p><blockquote><b>辉瑞价格走势:</b>辉瑞股价周四收盘下跌1.41%,至58.71美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How Much Revenue Could Pfizer's Oral COVID-19 Pill Fetch?<blockquote>辉瑞的口服COVID-19药丸能带来多少收入?</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow Much Revenue Could Pfizer's Oral COVID-19 Pill Fetch?<blockquote>辉瑞的口服COVID-19药丸能带来多少收入?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-12-24 07:26</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Pfizer, Inc.</b> announced Wednesday its oral COVID-19 antiviral pill, <b>Paxlovid,</b> has been authorized for use by the U.S. Food and Drug Administration.</p><p><blockquote><b>辉瑞公司。</b>周三宣布推出口服COVID-19抗病毒药物,<b>帕克斯洛维德、</b>已被美国授权使用。食品和药物管理局。</blockquote></p><p> <b>The Pfizer Analysts:</b>SVB Leerink analyst Geoffrey Porges has a Market Perform rating and a $52 price target for Pfizer.</p><p><blockquote><b>辉瑞分析师:</b>SVB Leerink分析师Geoffrey Porges给予辉瑞市场表现评级和52美元的目标价。</blockquote></p><p> BofA Securities analyst Geoff Meacham maintained a Neutral rating and a $59 price target.</p><p><blockquote>美银证券分析师Geoff Meacham维持中性评级和59美元的目标价。</blockquote></p><p> <b>Broad Label, Increased Supply To Give Pfizer Dominant Market Position:</b>Pfizer received the nod for the oral COVID-19 treatment ahead of <b>Merck & Co., Inc.</b>, which submitted its application for itsmolnupiravirmore than a month ahead of Pfizer, Porges said in a note.</p><p><blockquote><b>广泛的标签,增加供应使辉瑞占据主导市场地位:</b>辉瑞公司提前获得了口服COVID-19治疗的认可<b>默克公司。</b>Porges在一份报告中表示,该公司比辉瑞公司提前一个多月提交了molnupiravir的申请。</blockquote></p><p> The analyst sees the increase in Pfizer's expected supply of Paxlovid to 120 million courses next year as significant. The company will sell and distribute most of these courses, resulting in revenue well in excess of SVB Leerink's current forecast of $24 billion in Paxlovid sales in 2022 and $33 billion in 2023, the analyst said.</p><p><blockquote>该分析师认为,辉瑞明年Paxlovid的预期供应量增加至1.2亿个疗程意义重大。该分析师表示,该公司将销售和分销其中大部分课程,其收入将远远超过SVB Leerink目前预测的2022年Paxlovid销售额240亿美元和2023年330亿美元。</blockquote></p><p> Revenue contribution will drop to $10 billion in 2024, the analyst said. This total $67 billion in Paxlovid sales estimated for 2022-'24 is well above consensus, he added.</p><p><blockquote>该分析师表示,2024年收入贡献将降至100亿美元。他补充说,预计2022-24年Paxlovid总销售额为670亿美元,远高于共识。</blockquote></p><p> The impact of drug-drug interactions on Paxlovid uptake will be modest since many of the drugs on the list can be paused for the short duration of Paxlovid treatment without significant impact for patients, Porges said. Patients that will likely be excluded from Paxlovid use are those with severe liver or renal impairment and those who have uncontrolled HIV-1 infection, he added.</p><p><blockquote>Porges说,药物间相互作用对Paxlovid摄取的影响不大,因为清单上的许多药物可以在Paxlovid治疗的短期内暂停,而不会对患者产生重大影响。他补充说,可能被排除在Paxlovid使用之外的患者是那些患有严重肝或肾功能损害的患者以及那些HIV-1感染未得到控制的患者。</blockquote></p><p> The drug label also didn't preclude pregnant women from Paxlovid treatment and painted a risk/benefit profile that was relatively benign compared to Merck's molnupiravir, which showed embryonic development and fetal growth risks in animals, the analyst said.</p><p><blockquote>分析师表示,该药物标签也没有排除孕妇接受Paxlovid治疗,并且与默克公司的molnupiravir相比,其风险/益处相对良性,后者显示了动物的胚胎发育和胎儿生长风险。</blockquote></p><p> Paxlovid has a better efficacy profile than some leading antibody therapies, and with some of the antibody therapies having lost efficacy against the omicron variant, Paxlovid will be a \"highly attractive option for physicians and patients,\" Porges said.</p><p><blockquote>Paxlovid比一些领先的抗体疗法具有更好的疗效,并且由于一些抗体疗法已经失去了针对奥密克戎病毒变异体的疗效,Paxlovid将是“对医生和患者来说非常有吸引力的选择”,Porges说。</blockquote></p><p> <b>Paxlovid Should Remain A Steady Contributor, BofA Says:</b>There should be no problem selling every course of Paxlovid Pfizer makes in 2022, BofA analyst Meacham said. The lag time between production and shipping/revenue recognition means Pfizer won't recognize the revenue from every dose in 2022, he added.</p><p><blockquote><b>美国银行表示,Paxlovid应该仍然是稳定的贡献者:</b>美国银行分析师米查姆表示,到2022年销售辉瑞生产的每一个疗程的Paxlovid应该没有问题。他补充说,生产和运输/收入确认之间的滞后时间意味着辉瑞不会在2022年确认每剂疫苗的收入。</blockquote></p><p> Longer-term, Paxlovid is likely to remain a steady contributor, the analyst said.</p><p><blockquote>分析师表示,从长远来看,Paxlovid可能仍然是一个稳定的贡献者。</blockquote></p><p> \"We expect breakthrough infections to continue regularly in the endemic phase, and while a baseline level of immunity from vaccines and prior infections will limit severity, we expect treatment of COVID cases as they occur in high-risk individuals to be standard of care,\" Meacham said.</p><p><blockquote>“我们预计突破性感染将在流行阶段定期继续,虽然疫苗和先前感染的基线免疫力水平将限制严重程度,但我们预计在高危个体中发生的新冠病例的治疗将成为标准护理,”米查姆说。</blockquote></p><p> Government entities are expected to stockpile Merck's pill and so initial sales will likely be there, the analyst said. Longer-term, Paxlovid will likely be the preferred agent, he added.</p><p><blockquote>分析师表示,预计政府实体将储备默克的药物,因此初步销售可能会出现。他补充说,从长远来看,Paxlovid可能是首选药物。</blockquote></p><p> <b>Pfizer Price Action:</b> Pfizer shares closed lower 1.41% to $58.71 on Thursday.</p><p><blockquote><b>辉瑞价格走势:</b>辉瑞股价周四收盘下跌1.41%,至58.71美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172289344","content_text":"Pfizer, Inc. announced Wednesday its oral COVID-19 antiviral pill, Paxlovid, has been authorized for use by the U.S. Food and Drug Administration.\nThe Pfizer Analysts:SVB Leerink analyst Geoffrey Porges has a Market Perform rating and a $52 price target for Pfizer.\nBofA Securities analyst Geoff Meacham maintained a Neutral rating and a $59 price target.\nBroad Label, Increased Supply To Give Pfizer Dominant Market Position:Pfizer received the nod for the oral COVID-19 treatment ahead of Merck & Co., Inc., which submitted its application for itsmolnupiravirmore than a month ahead of Pfizer, Porges said in a note.\nThe analyst sees the increase in Pfizer's expected supply of Paxlovid to 120 million courses next year as significant. The company will sell and distribute most of these courses, resulting in revenue well in excess of SVB Leerink's current forecast of $24 billion in Paxlovid sales in 2022 and $33 billion in 2023, the analyst said.\nRevenue contribution will drop to $10 billion in 2024, the analyst said. This total $67 billion in Paxlovid sales estimated for 2022-'24 is well above consensus, he added.\nThe impact of drug-drug interactions on Paxlovid uptake will be modest since many of the drugs on the list can be paused for the short duration of Paxlovid treatment without significant impact for patients, Porges said. Patients that will likely be excluded from Paxlovid use are those with severe liver or renal impairment and those who have uncontrolled HIV-1 infection, he added.\nThe drug label also didn't preclude pregnant women from Paxlovid treatment and painted a risk/benefit profile that was relatively benign compared to Merck's molnupiravir, which showed embryonic development and fetal growth risks in animals, the analyst said.\nPaxlovid has a better efficacy profile than some leading antibody therapies, and with some of the antibody therapies having lost efficacy against the omicron variant, Paxlovid will be a \"highly attractive option for physicians and patients,\" Porges said.\nPaxlovid Should Remain A Steady Contributor, BofA Says:There should be no problem selling every course of Paxlovid Pfizer makes in 2022, BofA analyst Meacham said. The lag time between production and shipping/revenue recognition means Pfizer won't recognize the revenue from every dose in 2022, he added.\nLonger-term, Paxlovid is likely to remain a steady contributor, the analyst said.\n\"We expect breakthrough infections to continue regularly in the endemic phase, and while a baseline level of immunity from vaccines and prior infections will limit severity, we expect treatment of COVID cases as they occur in high-risk individuals to be standard of care,\" Meacham said.\nGovernment entities are expected to stockpile Merck's pill and so initial sales will likely be there, the analyst said. Longer-term, Paxlovid will likely be the preferred agent, he added.\nPfizer Price Action: Pfizer shares closed lower 1.41% to $58.71 on Thursday.","news_type":1,"symbols_score_info":{"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":2041,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607706537,"gmtCreate":1639583446503,"gmtModify":1639583446829,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"Very insightful especially on crypto’s topic. ","listText":"Very insightful especially on crypto’s topic. ","text":"Very insightful especially on crypto’s topic.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607706537","repostId":"2191956629","repostType":4,"isVote":1,"tweetType":1,"viewCount":2597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605510379,"gmtCreate":1639189290601,"gmtModify":1639189434109,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"Its more than what meets the headlines. China is always cautious. But good for long run","listText":"Its more than what meets the headlines. China is always cautious. But good for long run","text":"Its more than what meets the headlines. China is always cautious. But good for long run","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605510379","repostId":"2190275356","repostType":4,"isVote":1,"tweetType":1,"viewCount":2625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878809285,"gmtCreate":1637162516571,"gmtModify":1637162516688,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"Who cares what bofa says. They only care about their own bags","listText":"Who cares what bofa says. They only care about their own bags","text":"Who cares what bofa says. They only care about their own bags","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878809285","repostId":"1191602151","repostType":4,"repost":{"id":"1191602151","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":1637160729,"share":"https://www.laohu8.com/m/news/1191602151?lang=zh_CN&edition=full","pubTime":"2021-11-17 22:52","market":"us","language":"en","title":"Sea shares fell more than 7% in morning trading<blockquote>Sea股价早盘下跌超7%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1191602151","media":"Tiger Newspress","summary":"Sea shares fell more than 7% after cut to Neutral at BofA on slowing growth.\n\nBank of America analys","content":"<p>Sea shares fell more than 7% after cut to Neutral at BofA on slowing growth.</p><p><blockquote>美国银行因增长放缓而将Sea股价下调至中性后,Sea股价下跌超过7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4b220c8739f206a6f035287f0bc93429\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Bank of America analyst Sachin Salgaonkar downgrades the stock to a Neutral rating from a Buy.</p><p><blockquote>美国银行分析师Sachin Salgaonkar将该股评级从买入下调至中性。</blockquote></p><p> In addition, Sea kept gaming guidance unchanged, which implies slowing growth in Q4, Salgaonkar writes in a note to clients.</p><p><blockquote>此外,Salgaonkar在给客户的一份报告中写道,Sea保持游戏指引不变,这意味着第四季度增长放缓。</blockquote></p><p> The analyst sees a balanced risk/reward for the stock; shares climb 85% Y/Y.</p><p><blockquote>分析师认为该股的风险/回报平衡;股价同比上涨85%。</blockquote></p><p> \"We cut our gaming revenue estimates to factor in a slowdown and increase e-com losses as we factor increasing cash-burn,\" the analyst notes.</p><p><blockquote>分析师指出:“我们下调了游戏收入预期,以考虑到经济放缓和电子商务亏损增加的因素,因为我们考虑到现金消耗增加。”</blockquote></p><p> Lowers full-year 2022 loss per share estimate to $5.72 and 2023 to $4.45 per share.</p><p><blockquote>将2022年全年每股亏损预期下调至5.72美元,将2023年全年亏损预期下调至每股4.45美元。</blockquote></p><p> \"Consensus is yet to factor in rising losses in the medium term based on expansion into new markets in Europe/India.\"</p><p><blockquote>“共识尚未考虑到基于向欧洲/印度新市场扩张的中期亏损上升。”</blockquote></p><p> The Neutral rating agrees theNeutral Quant Rating, with the best factor grade in Momentum and the worst in Valuation.</p><p><blockquote>中性评级与中性量化评级一致,动量因素等级最好,估值最差。</blockquote></p><p> However, the Neutral rating diverges from the Very BullishWall Street Analyst Rating(18 Very Bullish, 7 Bullish).</p><p><blockquote>然而,中性评级与非常看涨的华尔街分析师评级(18非常看涨,7看涨)不同。</blockquote></p><p> Previously, (June 10) Sea gotupgraded to Buy at BofA.</p><p><blockquote>此前,(6月10日)美国银行将Sea评级上调至买入。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6013b61a037fd78ec0a89cb8d3193ddc\" tg-width=\"726\" tg-height=\"279\" 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>Sea shares fell more than 7% in morning trading<blockquote>Sea股价早盘下跌超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; 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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\">\nSea shares fell more than 7% in morning trading<blockquote>Sea股价早盘下跌超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\">2021-11-17 22:52</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Sea shares fell more than 7% after cut to Neutral at BofA on slowing growth.</p><p><blockquote>美国银行因增长放缓而将Sea股价下调至中性后,Sea股价下跌超过7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4b220c8739f206a6f035287f0bc93429\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Bank of America analyst Sachin Salgaonkar downgrades the stock to a Neutral rating from a Buy.</p><p><blockquote>美国银行分析师Sachin Salgaonkar将该股评级从买入下调至中性。</blockquote></p><p> In addition, Sea kept gaming guidance unchanged, which implies slowing growth in Q4, Salgaonkar writes in a note to clients.</p><p><blockquote>此外,Salgaonkar在给客户的一份报告中写道,Sea保持游戏指引不变,这意味着第四季度增长放缓。</blockquote></p><p> The analyst sees a balanced risk/reward for the stock; shares climb 85% Y/Y.</p><p><blockquote>分析师认为该股的风险/回报平衡;股价同比上涨85%。</blockquote></p><p> \"We cut our gaming revenue estimates to factor in a slowdown and increase e-com losses as we factor increasing cash-burn,\" the analyst notes.</p><p><blockquote>分析师指出:“我们下调了游戏收入预期,以考虑到经济放缓和电子商务亏损增加的因素,因为我们考虑到现金消耗增加。”</blockquote></p><p> Lowers full-year 2022 loss per share estimate to $5.72 and 2023 to $4.45 per share.</p><p><blockquote>将2022年全年每股亏损预期下调至5.72美元,将2023年全年亏损预期下调至每股4.45美元。</blockquote></p><p> \"Consensus is yet to factor in rising losses in the medium term based on expansion into new markets in Europe/India.\"</p><p><blockquote>“共识尚未考虑到基于向欧洲/印度新市场扩张的中期亏损上升。”</blockquote></p><p> The Neutral rating agrees theNeutral Quant Rating, with the best factor grade in Momentum and the worst in Valuation.</p><p><blockquote>中性评级与中性量化评级一致,动量因素等级最好,估值最差。</blockquote></p><p> However, the Neutral rating diverges from the Very BullishWall Street Analyst Rating(18 Very Bullish, 7 Bullish).</p><p><blockquote>然而,中性评级与非常看涨的华尔街分析师评级(18非常看涨,7看涨)不同。</blockquote></p><p> Previously, (June 10) Sea gotupgraded to Buy at BofA.</p><p><blockquote>此前,(6月10日)美国银行将Sea评级上调至买入。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6013b61a037fd78ec0a89cb8d3193ddc\" tg-width=\"726\" tg-height=\"279\" 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":{"SE":"Sea Ltd"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191602151","content_text":"Sea shares fell more than 7% after cut to Neutral at BofA on slowing growth.\n\nBank of America analyst Sachin Salgaonkar downgrades the stock to a Neutral rating from a Buy.\nIn addition, Sea kept gaming guidance unchanged, which implies slowing growth in Q4, Salgaonkar writes in a note to clients.\nThe analyst sees a balanced risk/reward for the stock; shares climb 85% Y/Y.\n\"We cut our gaming revenue estimates to factor in a slowdown and increase e-com losses as we factor increasing cash-burn,\" the analyst notes.\nLowers full-year 2022 loss per share estimate to $5.72 and 2023 to $4.45 per share.\n\"Consensus is yet to factor in rising losses in the medium term based on expansion into new markets in Europe/India.\"\nThe Neutral rating agrees theNeutral Quant Rating, with the best factor grade in Momentum and the worst in Valuation.\nHowever, the Neutral rating diverges from the Very BullishWall Street Analyst Rating(18 Very Bullish, 7 Bullish).\nPreviously, (June 10) Sea gotupgraded to Buy at BofA.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":2547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879950506,"gmtCreate":1636678186088,"gmtModify":1636678186503,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"Slow but sure","listText":"Slow but sure","text":"Slow but sure","images":[{"img":"https://static.tigerbbs.com/e52eefd34005572c21b56f1d61e84416","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879950506","isVote":1,"tweetType":1,"viewCount":2459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":847953953,"gmtCreate":1636474166866,"gmtModify":1636474167230,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"As long as they filed sec, its not illegal. 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dips","images":[{"img":"https://static.tigerbbs.com/acbae9489a89f271306ce0ab8c8031c8","width":"1125","height":"2099"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/821567467","isVote":1,"tweetType":1,"viewCount":1057,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":864954740,"gmtCreate":1633051326851,"gmtModify":1633051327262,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>Looking for opportunity to cut this losing stk. huge disappointment","listText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>Looking for opportunity to cut this losing stk. huge disappointment","text":"$Skillz Inc(SKLZ)$Looking for opportunity to cut this losing stk. huge disappointment","images":[{"img":"https://static.tigerbbs.com/a8b37637d2e8413ece40191650611a92","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/864954740","isVote":1,"tweetType":1,"viewCount":1714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":865177582,"gmtCreate":1632964560514,"gmtModify":1632964560877,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/4DS.AU\">$4DS Memory(4DS.AU)$</a>Slowly rising when bondyield gonup, this undervalued stk will go up","listText":"<a href=\"https://laohu8.com/S/4DS.AU\">$4DS Memory(4DS.AU)$</a>Slowly rising when bondyield gonup, this undervalued stk will go up","text":"$4DS Memory(4DS.AU)$Slowly rising when bondyield gonup, this undervalued stk will go up","images":[{"img":"https://static.tigerbbs.com/1bbff13e2ad7b576282e675145195fa3","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865177582","isVote":1,"tweetType":1,"viewCount":1155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":865177330,"gmtCreate":1632964524764,"gmtModify":1632964525133,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"Dipping","listText":"Dipping","text":"Dipping","images":[{"img":"https://static.tigerbbs.com/6bdd593feb68c5222dbe2a6fb63bb25b","width":"1125","height":"2564"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865177330","isVote":1,"tweetType":1,"viewCount":1082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":865178259,"gmtCreate":1632964278116,"gmtModify":1632967949284,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"Rising rates are inevitable. Bond yield will go up as prices of bond going down. Companies that have huge debt would face sell off","listText":"Rising rates are inevitable. Bond yield will go up as prices of bond going down. Companies that have huge debt would face sell off","text":"Rising rates are inevitable. Bond yield will go up as prices of bond going down. Companies that have huge debt would face sell off","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865178259","repostId":"2171300933","repostType":4,"isVote":1,"tweetType":1,"viewCount":1031,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862675885,"gmtCreate":1632878584406,"gmtModify":1632878584540,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Oh no. gotta buy the dip moree","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Oh no. gotta buy the dip moree","text":"$Tiger Brokers(TIGR)$Oh no. gotta buy the dip moree","images":[{"img":"https://static.tigerbbs.com/5edd9e90ea4481f6624a9b01abaeb4d2","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862675885","isVote":1,"tweetType":1,"viewCount":888,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":862672659,"gmtCreate":1632878552297,"gmtModify":1632880425287,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"Its a matter of time when rates will rise with bondyield rises. Company with huge debt will cry. ","listText":"Its a matter of time when rates will rise with bondyield rises. Company with huge debt will cry. ","text":"Its a matter of time when rates will rise with bondyield rises. Company with huge debt will cry.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862672659","repostId":"1179744266","repostType":4,"isVote":1,"tweetType":1,"viewCount":677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":864954740,"gmtCreate":1633051326851,"gmtModify":1633051327262,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>Looking for opportunity to cut this losing stk. huge disappointment","listText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>Looking for opportunity to cut this losing stk. huge disappointment","text":"$Skillz Inc(SKLZ)$Looking for opportunity to cut this losing stk. huge disappointment","images":[{"img":"https://static.tigerbbs.com/a8b37637d2e8413ece40191650611a92","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/864954740","isVote":1,"tweetType":1,"viewCount":1714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":815745365,"gmtCreate":1630722507157,"gmtModify":1632906190724,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"Overall, it is not sideway but gradually going up so long as fed has so called cheap money","listText":"Overall, it is not sideway but gradually going up so long as fed has so called cheap money","text":"Overall, it is not sideway but gradually going up so long as fed has so called cheap money","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/815745365","repostId":"2164803577","repostType":4,"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832153934,"gmtCreate":1629600198028,"gmtModify":1633683845552,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"wait for great pullback before u pump in guys","listText":"wait for great pullback before u pump in guys","text":"wait for great pullback before u pump in guys","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/832153934","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://www.laohu8.com/m/news/1151608193?lang=zh_CN&edition=full","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares半导体ETF较近期高点下跌超过6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中,芯片制造商受到的打击比大多数制造商都要严重。</blockquote></p><p> The iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.</p><p><blockquote>iShares半导体ETF较近期高点下跌超过6%,而标普500、纳斯达克综合指数和道琼斯工业平均指数的跌幅为2%或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股值得买入?或者这个历史上周期性的行业是否会故技重施,进入持续下跌趋势,让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表,但如果您喜欢持有多年股票而不是租用几天,那么该集团是值得买入的。主要原因:“这次不一样。”</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>诚然,这些是投资中最可怕的词语之一。但芯片行业已经发生了如此大的变化,现在确实有所不同——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险,那你就是个傻瓜。我去看看那些。但首先,以下是该组织现在“更安全”的三个主要原因,以及过去几天我与之交谈的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>Impax Asset Management的投资组合经理David Winborne表示:“芯片行业的需求总是由产品周期驱动而繁荣和萧条。”<a href=\"https://laohu8.com/S/FBNC\">第一</a>个人电脑,然后是服务器,然后是电话。”但他表示,现在整个经济对芯片的需求已经扩大,因此长期增长情况更加可预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益“数字化”,从各个角度来看,终端市场需求更加多样化。将远程办公服务视为<a href=\"https://laohu8.com/S/ZM\">Zoom</a>看好该集团的Gabelli Funds投资组合经理兼科技分析师Hendi Susanto指出,在线购物、云服务、电动汽车、5G手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>Motley Fool芯片行业分析师John Rotonti表示:“现代数字经济的任何方面都离不开半导体。”“这意味着更多的芯片进入所有领域。长期需求是存在的。”</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.</p><p><blockquote>他不是在开玩笑。William Blair分析师Greg Scolaro预测,到2030年,芯片行业的收入将从2020年的4650亿美元翻一番,达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着你所听到的普遍供应短缺“可能要到明年年底才能得到解决”,他说<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师Vivek Arya。“这不仅仅是我们的观点,<a href=\"https://laohu8.com/S/AONE.U\">一</a>得到了大多数大客户的确认。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2.玩家已经巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上上下下,从设计到各种类型的设备生产商再到制造,行业参与者已经整合到罗通蒂·评级“赢得”的双头垄断或垄断中。</blockquote></p><p> In chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.</p><p><blockquote>在芯片设计软件中,有Cadence Design Systems和Synopsys。在生产设备方面,公司在极紫外光刻(EUV)领域的ASML等专业领域占据主导地位。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好来赢得他们的利基或双头垄断地位。这使得投资者对它们很感兴趣。罗通蒂表示,整合还意味着参与者在定价和产能方面表现得更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所提升</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为,加上成本削减,意味着现在的盈利能力远高于历史水平。“过去几年,芯片制造的经济性有了很大改善,”温伯恩说。现金流或EBITDA利润率现在通常超过30%,而十年前还在20%左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere&Co.的投资组合经理Lamar Villere指出,尽管芯片股的交易价格约为市场倍数,但它们看起来很便宜,因为它们是更好的公司。“他们的市盈率并不是泡沫。”</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>值得购买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近调查的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新的管理策略</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.</p><p><blockquote>尽管Thrivent的高级股票研究分析师Peter Karazeris有理由对该集团持谨慎态度(见下文),但他特别指出了两家公司,它们的业绩可能会因为在新管理层的领导下而得到提振:高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳健的盈利能力。高通最近受到了一次性问题的打击,例如德克萨斯州的恶劣天气导致生产中断,但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>正在从手机扩展到汽车、工业和物联网互联设备领域等新领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris还特别提到了Nvidia,该公司因其卓越的设计能力而从数据中心和游戏设备芯片需求中获得持续增长。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计,当像高通和英伟达这样的公司想要设计芯片时,他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool的Rotonti解释说,他们基于软件的设计工具帮助芯片创新者为他们的芯片创建蓝图,他挑出了这些名字。“他们不是世界上最快的种植者,但他们有很好的利润率。”他们也主宰着这个空间。</blockquote></p><p> <b>An EUV play</b></p><p><blockquote><b>EUV播放</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图放在硅上,台积电和三星等公司转向ASML。它的机器使用微小的光脉冲将芯片设计模板到硅片上,这一过程被称为极紫外光刻。“没有人知道如何做到这一点,”罗通蒂说。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说,它在供应做到这一点的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供应过剩</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多产品,这样就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne表示,希望到2025年生产70%的芯片,高于目前的5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>这里的结果是,有大量的政府支持来促进制造业——所以会有更多的支持。风险在于未来某个时候供应过剩。这也可能会推动芯片设备的购买,导致未来的平静,这可能会损害设备制造商的销售和利润趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来,像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计,这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair的Scolaro指出,使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流,但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>令人不安的信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人指数(PMI)在4月份达到顶峰,然后连续三个月减速。与此同时,芯片销售持续增长。在Thrivent跟踪这一指标的Karazeris指出,通常情况下,两者遵循相同的趋势。他将这种差异归因于库存建设,而库存建设的可持续性不如真实的终端市场需求。因此,他将这种背离视为芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器(DRAM)芯片定价的预测疲软。“这些通常是你在周期顶部而不是底部看到的事情,”卡拉泽里斯说。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但全球PMI放缓也有可能更多地反映了芯片短缺,而不是表明短缺并不真实(只是库存增加)。Leuthold经济学家兼策略师吉姆·保尔森(Jim Paulsen)表示:“这种分歧并不一定意味着芯片订单会滚动并死亡。这意味着芯片制造业必须迎头赶上。”</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如,福特刚刚宣布,由于芯片短缺,而不是潜在需求短缺,它不得不削减产量。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测,由于高储蓄率、就业和收入反弹以及被压抑的大件商品需求等因素,良好的经济增长是可持续的。如果他是对的,持续的经济实力将支持对所有使用芯片的产品的需求——包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-23 22:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares半导体ETF较近期高点下跌超过6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中,芯片制造商受到的打击比大多数制造商都要严重。</blockquote></p><p> The iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.</p><p><blockquote>iShares半导体ETF较近期高点下跌超过6%,而标普500、纳斯达克综合指数和道琼斯工业平均指数的跌幅为2%或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股值得买入?或者这个历史上周期性的行业是否会故技重施,进入持续下跌趋势,让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表,但如果您喜欢持有多年股票而不是租用几天,那么该集团是值得买入的。主要原因:“这次不一样。”</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>诚然,这些是投资中最可怕的词语之一。但芯片行业已经发生了如此大的变化,现在确实有所不同——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险,那你就是个傻瓜。我去看看那些。但首先,以下是该组织现在“更安全”的三个主要原因,以及过去几天我与之交谈的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>Impax Asset Management的投资组合经理David Winborne表示:“芯片行业的需求总是由产品周期驱动而繁荣和萧条。”<a href=\"https://laohu8.com/S/FBNC\">第一</a>个人电脑,然后是服务器,然后是电话。”但他表示,现在整个经济对芯片的需求已经扩大,因此长期增长情况更加可预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益“数字化”,从各个角度来看,终端市场需求更加多样化。将远程办公服务视为<a href=\"https://laohu8.com/S/ZM\">Zoom</a>看好该集团的Gabelli Funds投资组合经理兼科技分析师Hendi Susanto指出,在线购物、云服务、电动汽车、5G手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>Motley Fool芯片行业分析师John Rotonti表示:“现代数字经济的任何方面都离不开半导体。”“这意味着更多的芯片进入所有领域。长期需求是存在的。”</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.</p><p><blockquote>他不是在开玩笑。William Blair分析师Greg Scolaro预测,到2030年,芯片行业的收入将从2020年的4650亿美元翻一番,达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着你所听到的普遍供应短缺“可能要到明年年底才能得到解决”,他说<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师Vivek Arya。“这不仅仅是我们的观点,<a href=\"https://laohu8.com/S/AONE.U\">一</a>得到了大多数大客户的确认。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2.玩家已经巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上上下下,从设计到各种类型的设备生产商再到制造,行业参与者已经整合到罗通蒂·评级“赢得”的双头垄断或垄断中。</blockquote></p><p> In chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.</p><p><blockquote>在芯片设计软件中,有Cadence Design Systems和Synopsys。在生产设备方面,公司在极紫外光刻(EUV)领域的ASML等专业领域占据主导地位。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好来赢得他们的利基或双头垄断地位。这使得投资者对它们很感兴趣。罗通蒂表示,整合还意味着参与者在定价和产能方面表现得更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所提升</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为,加上成本削减,意味着现在的盈利能力远高于历史水平。“过去几年,芯片制造的经济性有了很大改善,”温伯恩说。现金流或EBITDA利润率现在通常超过30%,而十年前还在20%左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere&Co.的投资组合经理Lamar Villere指出,尽管芯片股的交易价格约为市场倍数,但它们看起来很便宜,因为它们是更好的公司。“他们的市盈率并不是泡沫。”</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>值得购买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近调查的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新的管理策略</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.</p><p><blockquote>尽管Thrivent的高级股票研究分析师Peter Karazeris有理由对该集团持谨慎态度(见下文),但他特别指出了两家公司,它们的业绩可能会因为在新管理层的领导下而得到提振:高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳健的盈利能力。高通最近受到了一次性问题的打击,例如德克萨斯州的恶劣天气导致生产中断,但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>正在从手机扩展到汽车、工业和物联网互联设备领域等新领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris还特别提到了Nvidia,该公司因其卓越的设计能力而从数据中心和游戏设备芯片需求中获得持续增长。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计,当像高通和英伟达这样的公司想要设计芯片时,他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool的Rotonti解释说,他们基于软件的设计工具帮助芯片创新者为他们的芯片创建蓝图,他挑出了这些名字。“他们不是世界上最快的种植者,但他们有很好的利润率。”他们也主宰着这个空间。</blockquote></p><p> <b>An EUV play</b></p><p><blockquote><b>EUV播放</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图放在硅上,台积电和三星等公司转向ASML。它的机器使用微小的光脉冲将芯片设计模板到硅片上,这一过程被称为极紫外光刻。“没有人知道如何做到这一点,”罗通蒂说。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说,它在供应做到这一点的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供应过剩</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多产品,这样就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne表示,希望到2025年生产70%的芯片,高于目前的5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>这里的结果是,有大量的政府支持来促进制造业——所以会有更多的支持。风险在于未来某个时候供应过剩。这也可能会推动芯片设备的购买,导致未来的平静,这可能会损害设备制造商的销售和利润趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来,像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计,这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair的Scolaro指出,使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流,但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>令人不安的信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人指数(PMI)在4月份达到顶峰,然后连续三个月减速。与此同时,芯片销售持续增长。在Thrivent跟踪这一指标的Karazeris指出,通常情况下,两者遵循相同的趋势。他将这种差异归因于库存建设,而库存建设的可持续性不如真实的终端市场需求。因此,他将这种背离视为芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器(DRAM)芯片定价的预测疲软。“这些通常是你在周期顶部而不是底部看到的事情,”卡拉泽里斯说。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但全球PMI放缓也有可能更多地反映了芯片短缺,而不是表明短缺并不真实(只是库存增加)。Leuthold经济学家兼策略师吉姆·保尔森(Jim Paulsen)表示:“这种分歧并不一定意味着芯片订单会滚动并死亡。这意味着芯片制造业必须迎头赶上。”</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如,福特刚刚宣布,由于芯片短缺,而不是潜在需求短缺,它不得不削减产量。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测,由于高储蓄率、就业和收入反弹以及被压抑的大件商品需求等因素,良好的经济增长是可持续的。如果他是对的,持续的经济实力将支持对所有使用芯片的产品的需求——包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ON":"安森美半导体","NVDA":"英伟达","TSM":"台积电","SSNLF":"三星电子","SOXX":"iShares费城交易所半导体ETF","AMZN":"亚马逊","GOOG":"谷歌","GOOGL":"谷歌A","CDNS":"铿腾电子","ASML":"阿斯麦","QCOM":"高通","AAPL":"苹果","SNPS":"新思科技"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1,"symbols_score_info":{"GOOG":0.9,"CDNS":0.9,"AMZN":0.9,"GOOGL":0.9,"QCOM":0.9,"NVDA":0.9,"TSM":0.9,"ASML":0.9,"SSNLF":0.9,"SNPS":0.9,"ON":0.9,"AAPL":0.9,"SOXX":0.9}},"isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897204773,"gmtCreate":1628918914192,"gmtModify":1633688480115,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"I gotta say tesla is definitely here to stay another decades after one. But do also take note of many ev competitors rn. Its like the beginning of ford and the rise of daimlers few decades ago","listText":"I gotta say tesla is definitely here to stay another decades after one. But do also take note of many ev competitors rn. Its like the beginning of ford and the rise of daimlers few decades ago","text":"I gotta say tesla is definitely here to stay another decades after one. But do also take note of many ev competitors rn. Its like the beginning of ford and the rise of daimlers few decades ago","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/897204773","repostId":"2159521376","repostType":4,"repost":{"id":"2159521376","kind":"highlight","pubTimestamp":1628906786,"share":"https://www.laohu8.com/m/news/2159521376?lang=zh_CN&edition=full","pubTime":"2021-08-14 10:06","market":"us","language":"en","title":"Chasing Tesla: Here are the current electric vehicle plans of every major car maker<blockquote>追逐特斯拉:以下是各大车厂目前的电动汽车计划</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2159521376","media":"MarketWatch","summary":"At President Joe Biden's urging, the auto industry pledged to boost production of electric vehicles ","content":"<p>At President Joe Biden's urging, the auto industry pledged to boost production of electric vehicles to the point that they account for about half of total U.S. sales by 2030, a plan that raises hopes that EVs can shift from niche to normal.</p><p><blockquote>在总统乔·拜登的敦促下,汽车行业承诺到2030年将电动汽车产量提高到约占美国总销量的一半,这一计划让人们燃起了电动汽车从小众转向主流的希望。</blockquote></p><p> EVs accounted for 2.4% of U.S. cars sold in 2020, up from 0.7% five years ago, according to BloombergNEF. The research provider expects that share to increase to 11% in 2025; by 2030, it expects that slightly over a third of vehicles sold in the U.S. will be electric.</p><p><blockquote>根据彭博新能源财经的数据,2020年电动汽车占美国汽车销量的2.4%,高于五年前的0.7%。该研究提供商预计,到2025年,这一份额将增至11%;预计到2030年,美国销售的汽车中有三分之一以上将是电动汽车。</blockquote></p><p> Several auto makers had already announced bigger EV ambitions even before the White House call.</p><p><blockquote>甚至在白宫看涨期权之前,几家汽车制造商就已经宣布了更大的电动汽车雄心。</blockquote></p><p> Here are each major car maker's stated plans for EVs, including, when available, investment amounts and the range of models they hope to bring to market.</p><p><blockquote>以下是各主要汽车制造商对电动汽车的既定计划,包括(如果有)投资金额以及他们希望推向市场的车型范围。</blockquote></p><p> This information was collated from company sites, previous reports, and BloombergNEF projections, and will be updated regularly.</p><p><blockquote>这些信息是根据公司网站、之前的报告和彭博新能源财经的预测整理而成,并将定期更新。</blockquote></p><p> <b>Audi</b></p><p><blockquote><b>奥迪</b></blockquote></p><p> Audi, a brand known for its luxury cars and owned by Germany's Volkswagen AG , has promised to have battery-electric vehicles comprise 35% of its sales by 2025. By that time, Audi buyers will choose from about 20 EV models.</p><p><blockquote>德国大众汽车公司旗下以豪华汽车闻名的奥迪品牌承诺,到2025年,纯电动汽车将占其销量的35%。届时,奥迪买家将有约20款电动车型可供选择。</blockquote></p><p> <b>BMW</b></p><p><blockquote><b>宝马</b></blockquote></p><p> BMW AG , a luxury-car maker from Germany, was among the first EV innovators. It launched its i3 compact EV eight years ago, then as $one of the few serious competitors to Tesla Inc.'s vehicles.</p><p><blockquote>德国豪华汽车制造商宝马公司是最早的电动汽车创新者之一。八年前,该公司推出了i3紧凑型电动汽车,当时是特斯拉汽车为数不多的有力竞争对手之一。</blockquote></p><p> BMW's EV pipeline has slowed, but the auto maker has promised that 25% of its European sales will be all-electric and hybrid vehicles this year, and that all sales of its Mini brand will be battery electric by 2030. It expects to launch more than 10 battery EVs models in the next couple of years.</p><p><blockquote>宝马的电动汽车产品线已经放缓,但该汽车制造商承诺,今年其欧洲销量的25%将是全电动和混合动力汽车,到2030年,其Mini品牌的所有销量都将是纯电动汽车。预计未来几年将推出10多种电池电动汽车车型。</blockquote></p><p> <b>Daimler/Mercedes-Benz</b></p><p><blockquote><b>戴姆勒/奔驰</b></blockquote></p><p> Mercedes-Benz, owned by Daimler AG , expects that between 15% and 25% of its sales will be comprised of EV sales by 2025; by 2030, that percentage is expected to grow to 50%. Mercedes-Benz is slated to end 2021 offering three new electric passenger car models and more to come in 2022.</p><p><blockquote>戴姆勒股份公司旗下的梅赛德斯-奔驰预计,到2025年,其销量的15%至25%将来自电动汽车销量;到2030年,这一比例预计将增长至50%。梅赛德斯-奔驰计划在2021年底推出三款新的电动乘用车车型,并在2022年推出更多车型。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec4b2abd59e5b19c9eec0034342af25e\" tg-width=\"700\" tg-height=\"413\" width=\"100%\" height=\"auto\"><span>SOURCE: MERCEDES</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:梅赛德斯</span></p></blockquote></p><p> <b>Ford</b></p><p><blockquote><b>福特</b></blockquote></p><p> Ford Motor Co. <a href=\"https://laohu8.com/S/F\">$(F)$</a> has said that 40% of its global sales by 2030 will be sales of EVs . Ford is aiming to have dozens of electrified models by 2022, the year that will also mark the debut of its much-awaited all-electric F-150 Lightning pickup truck.</p><p><blockquote>福特汽车公司。<a href=\"https://laohu8.com/S/F\">$(F)$</a>曾表示,到2030年,其全球销量的40%将是电动汽车。福特的目标是到2022年推出数十款电动车型,这一年也将标志着其备受期待的全电动F-150 Lightning皮卡的首次亮相。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a44fec36dac046911679a2ba769cb2b\" tg-width=\"700\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>The Ford F-150 Lightning o JEFF KOWALSKY/AGENCE FRANCE-PRESSE/GETTY IMAGES</span></p><p><blockquote><p class=\"t-img-caption\"><span>福特F-150 Lightning作者:杰夫·科瓦尔斯基/法新社/盖蒂图片社</span></p></blockquote></p><p> Ford has called the Lightning the \"pillar\" of its more than $22 billion bet on EVs, which includes EV models for other best-selling vehicles such as the Mustang and its Transit van.</p><p><blockquote>福特称Lightning是其超过220亿美元电动汽车押注的“支柱”,其中包括野马及其全顺货车等其他畅销汽车的电动汽车车型。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87df52ddef1af1d1342d685897e83652\" tg-width=\"700\" tg-height=\"392\" width=\"100%\" height=\"auto\"><span>SOURCE: FORD</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:福特</span></p></blockquote></p><p> <b>GM</b></p><p><blockquote><b>GM</b></blockquote></p><p> General Motors Co. <a href=\"https://laohu8.com/S/GM\">$(GM)$</a> surprised Wall Street in January by saying it aims to phase out all of its internal combustion engine vehicles by 2035 and only sell zero-emission vehicles by then. The auto maker also promises to be carbon-neutral by 2040.</p><p><blockquote>通用汽车公司。<a href=\"https://laohu8.com/S/GM\">$(GM)$</a>一月份,该公司表示计划到2035年逐步淘汰所有内燃机汽车,届时只销售零排放汽车,令华尔街感到惊讶。该汽车制造商还承诺到2040年实现碳中和。</blockquote></p><p> GM has said that it will offer 30 all-electric models globally by mid-decade, and that 40% percent of the company's U.S. models will be battery electric vehicles by the end of 2025. Its Hummer electric is expected for next year, with production starting this fall.</p><p><blockquote>通用汽车表示,到本世纪中期,将在全球范围内提供30款全电动车型,到2025年底,该公司40%的美国车型将是纯电动汽车。其悍马电动车预计将于明年上市,并于今年秋季开始生产。</blockquote></p><p> <b>Honda</b></p><p><blockquote><b>本田</b></blockquote></p><p> The Japanese maker (7267.TO), which owns the namesake Honda brand and also the luxury-car brand Acura, is projected to derive 40% of its sales from EVs and fuel-cell electric cars by 2030. In April 2020, Honda and GM announced a partnership to develop Honda electric cars using GM's Ultium batteries.</p><p><blockquote>这家日本制造商(7267.TO)拥有同名本田品牌和豪华汽车品牌讴歌,预计到2030年其销售额的40%将来自电动汽车和燃料电池电动汽车。2020年4月,本田和通用汽车宣布合作开发使用通用汽车Ultium电池的本田电动汽车。</blockquote></p><p> <b>Hyundai</b></p><p><blockquote><b>现代</b></blockquote></p><p> The Korean car maker , which also owns Kia, is aiming to have 40% of its Kia and Hyundai brands sales to be of EVs and fuel-cell electric vehicles by 2025. Its Hyundai brand plans on more than 30 electric passenger vehicles by then.</p><p><blockquote>这家还拥有起亚的韩国汽车制造商的目标是到2025年,其起亚和现代品牌销量的40%来自电动汽车和燃料电池电动汽车。其现代品牌计划届时推出30多款电动乘用车。</blockquote></p><p> <b>Mazda</b></p><p><blockquote><b>马自达</b></blockquote></p><p> Mazda plans to offer 5% of its vehicles as battery electric by 2030, but EV sales targets as a percentage of total sales are unknown at the moment. Mazda does not offer EVs in the U.S., but sells a few EV and hybrid models elsewhere.</p><p><blockquote>马自达计划到2030年提供5%的汽车为纯电动汽车,但电动汽车销量占总销量的百分比目标目前尚不清楚。马自达不在美国提供电动汽车,但在其他地方销售一些电动汽车和混合动力车型。</blockquote></p><p> <b>Nissan</b></p><p><blockquote><b>日产</b></blockquote></p><p> Nissan Motor Co. Ltd. was among the first auto makers to offer an all-electric vehicle, and its the Nissan Leaf for years was one of the few options available for those without the deep pockets needed for a Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> Model S.</p><p><blockquote>日产汽车有限公司是最早提供全电动汽车的汽车制造商之一,多年来,对于那些没有足够财力购买特斯拉公司的人来说,日产聆风是为数不多的选择之一。<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>S型。</blockquote></p><p></p><p> Nissan plans to offer 20 EV models in China by next year, and for the U.S. the company recently said it plans that more than 40% of its U.S. vehicle sales by 2030 will be fully electric.</p><p><blockquote>日产计划明年在中国推出20款电动汽车车型,而在美国,该公司最近表示,计划到2030年,其美国汽车销量的40%以上将是全电动汽车。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cbdfabce43725b3d966cf5db5b820f6\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>The Nissan Leaf NISSAN</span></p><p><blockquote><p class=\"t-img-caption\"><span>日产聆风日产</span></p></blockquote></p><p> <b>Porsche</b></p><p><blockquote><b>保时捷</b></blockquote></p><p> The car maker and almost synonym of sports cars is aiming to have half of its sales be of EV vehicles by 2025.</p><p><blockquote>这家汽车制造商几乎是跑车的代名词,其目标是到2025年让电动汽车占其销量的一半。</blockquote></p><p> <b>Stellantis</b></p><p><blockquote><b>Stellantis</b></blockquote></p><p> <a href=\"https://laohu8.com/S/STLA\">Stellantis NV</a> (STLA.MI), the global auto maker formed earlier this year through the merger of Fiat Chrysler Automobiles NV and France's PSA Group, said in July it was investing $35 billion in EVs and adjacent technologies through 2025.</p><p><blockquote><a href=\"https://laohu8.com/S/STLA\">斯特兰蒂斯公司</a>(STLA.MI)是今年早些时候由菲亚特克莱斯勒汽车公司(Fiat Chrysler Automobiles NV)和法国PSA集团合并而成的全球汽车制造商,该公司7月份表示,到2025年,将在电动汽车和相关技术上投资350亿美元。</blockquote></p><p> By that year, Stellantis is expected to derive 31% of its U.S. sales and 38% of its European sales from EVs, percentages that are seen growing to 35% of U.S. sales and 70% of European sales by 2030.</p><p><blockquote>到那一年,Stellantis预计其美国销售额的31%和欧洲销售额的38%将来自电动汽车,预计到2030年,这一比例将增长到美国销售额的35%和欧洲销售额的70%。</blockquote></p><p> <b>Subaru</b></p><p><blockquote><b>斯巴鲁</b></blockquote></p><p> The Japanese maker is expected to derive 40% of its sales from EVs and hybrid electric vehicles by 2030.</p><p><blockquote>预计到2030年,这家日本制造商40%的销售额将来自电动汽车和混合动力电动汽车。</blockquote></p><p> <b>Toyota</b></p><p><blockquote><b>丰田</b></blockquote></p><p> Some 70% of sales for the world's No. 1 car maker (7203.TO) are expected to come from EVs and fuel-cell electric vehicles by 2030. Toyota plans to offer 15 battery EV models by 2025. The car maker, of course, broke ground with its hybrid Toyota Prius two decades ago.</p><p><blockquote>预计到2030年,这家全球第一汽车制造商(7203.TO)约70%的销售额将来自电动汽车和燃料电池电动汽车。丰田计划到2025年提供15款纯电动汽车车型。当然,这家汽车制造商在二十年前就推出了混合动力丰田普锐斯。</blockquote></p><p> <b>Volkswagen</b></p><p><blockquote><b>大众汽车</b></blockquote></p><p> The car maker is expected to derive 70% of its European sales from EVs and 50% of its U.S. sales from EVs by 2030. Volkswagen has pledged to spend about $40 billion through 2025 on EVs.</p><p><blockquote>预计到2030年,该汽车制造商70%的欧洲销量来自电动汽车,50%的美国销量来自电动汽车。大众汽车承诺到2025年在电动汽车上花费约400亿美元。</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>Chasing Tesla: Here are the current electric vehicle plans of every major car maker<blockquote>追逐特斯拉:以下是各大车厂目前的电动汽车计划</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\">\nChasing Tesla: Here are the current electric vehicle plans of every major car maker<blockquote>追逐特斯拉:以下是各大车厂目前的电动汽车计划</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-14 10:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>At President Joe Biden's urging, the auto industry pledged to boost production of electric vehicles to the point that they account for about half of total U.S. sales by 2030, a plan that raises hopes that EVs can shift from niche to normal.</p><p><blockquote>在总统乔·拜登的敦促下,汽车行业承诺到2030年将电动汽车产量提高到约占美国总销量的一半,这一计划让人们燃起了电动汽车从小众转向主流的希望。</blockquote></p><p> EVs accounted for 2.4% of U.S. cars sold in 2020, up from 0.7% five years ago, according to BloombergNEF. The research provider expects that share to increase to 11% in 2025; by 2030, it expects that slightly over a third of vehicles sold in the U.S. will be electric.</p><p><blockquote>根据彭博新能源财经的数据,2020年电动汽车占美国汽车销量的2.4%,高于五年前的0.7%。该研究提供商预计,到2025年,这一份额将增至11%;预计到2030年,美国销售的汽车中有三分之一以上将是电动汽车。</blockquote></p><p> Several auto makers had already announced bigger EV ambitions even before the White House call.</p><p><blockquote>甚至在白宫看涨期权之前,几家汽车制造商就已经宣布了更大的电动汽车雄心。</blockquote></p><p> Here are each major car maker's stated plans for EVs, including, when available, investment amounts and the range of models they hope to bring to market.</p><p><blockquote>以下是各主要汽车制造商对电动汽车的既定计划,包括(如果有)投资金额以及他们希望推向市场的车型范围。</blockquote></p><p> This information was collated from company sites, previous reports, and BloombergNEF projections, and will be updated regularly.</p><p><blockquote>这些信息是根据公司网站、之前的报告和彭博新能源财经的预测整理而成,并将定期更新。</blockquote></p><p> <b>Audi</b></p><p><blockquote><b>奥迪</b></blockquote></p><p> Audi, a brand known for its luxury cars and owned by Germany's Volkswagen AG , has promised to have battery-electric vehicles comprise 35% of its sales by 2025. By that time, Audi buyers will choose from about 20 EV models.</p><p><blockquote>德国大众汽车公司旗下以豪华汽车闻名的奥迪品牌承诺,到2025年,纯电动汽车将占其销量的35%。届时,奥迪买家将有约20款电动车型可供选择。</blockquote></p><p> <b>BMW</b></p><p><blockquote><b>宝马</b></blockquote></p><p> BMW AG , a luxury-car maker from Germany, was among the first EV innovators. It launched its i3 compact EV eight years ago, then as $one of the few serious competitors to Tesla Inc.'s vehicles.</p><p><blockquote>德国豪华汽车制造商宝马公司是最早的电动汽车创新者之一。八年前,该公司推出了i3紧凑型电动汽车,当时是特斯拉汽车为数不多的有力竞争对手之一。</blockquote></p><p> BMW's EV pipeline has slowed, but the auto maker has promised that 25% of its European sales will be all-electric and hybrid vehicles this year, and that all sales of its Mini brand will be battery electric by 2030. It expects to launch more than 10 battery EVs models in the next couple of years.</p><p><blockquote>宝马的电动汽车产品线已经放缓,但该汽车制造商承诺,今年其欧洲销量的25%将是全电动和混合动力汽车,到2030年,其Mini品牌的所有销量都将是纯电动汽车。预计未来几年将推出10多种电池电动汽车车型。</blockquote></p><p> <b>Daimler/Mercedes-Benz</b></p><p><blockquote><b>戴姆勒/奔驰</b></blockquote></p><p> Mercedes-Benz, owned by Daimler AG , expects that between 15% and 25% of its sales will be comprised of EV sales by 2025; by 2030, that percentage is expected to grow to 50%. Mercedes-Benz is slated to end 2021 offering three new electric passenger car models and more to come in 2022.</p><p><blockquote>戴姆勒股份公司旗下的梅赛德斯-奔驰预计,到2025年,其销量的15%至25%将来自电动汽车销量;到2030年,这一比例预计将增长至50%。梅赛德斯-奔驰计划在2021年底推出三款新的电动乘用车车型,并在2022年推出更多车型。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec4b2abd59e5b19c9eec0034342af25e\" tg-width=\"700\" tg-height=\"413\" width=\"100%\" height=\"auto\"><span>SOURCE: MERCEDES</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:梅赛德斯</span></p></blockquote></p><p> <b>Ford</b></p><p><blockquote><b>福特</b></blockquote></p><p> Ford Motor Co. <a href=\"https://laohu8.com/S/F\">$(F)$</a> has said that 40% of its global sales by 2030 will be sales of EVs . Ford is aiming to have dozens of electrified models by 2022, the year that will also mark the debut of its much-awaited all-electric F-150 Lightning pickup truck.</p><p><blockquote>福特汽车公司。<a href=\"https://laohu8.com/S/F\">$(F)$</a>曾表示,到2030年,其全球销量的40%将是电动汽车。福特的目标是到2022年推出数十款电动车型,这一年也将标志着其备受期待的全电动F-150 Lightning皮卡的首次亮相。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a44fec36dac046911679a2ba769cb2b\" tg-width=\"700\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>The Ford F-150 Lightning o JEFF KOWALSKY/AGENCE FRANCE-PRESSE/GETTY IMAGES</span></p><p><blockquote><p class=\"t-img-caption\"><span>福特F-150 Lightning作者:杰夫·科瓦尔斯基/法新社/盖蒂图片社</span></p></blockquote></p><p> Ford has called the Lightning the \"pillar\" of its more than $22 billion bet on EVs, which includes EV models for other best-selling vehicles such as the Mustang and its Transit van.</p><p><blockquote>福特称Lightning是其超过220亿美元电动汽车押注的“支柱”,其中包括野马及其全顺货车等其他畅销汽车的电动汽车车型。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87df52ddef1af1d1342d685897e83652\" tg-width=\"700\" tg-height=\"392\" width=\"100%\" height=\"auto\"><span>SOURCE: FORD</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:福特</span></p></blockquote></p><p> <b>GM</b></p><p><blockquote><b>GM</b></blockquote></p><p> General Motors Co. <a href=\"https://laohu8.com/S/GM\">$(GM)$</a> surprised Wall Street in January by saying it aims to phase out all of its internal combustion engine vehicles by 2035 and only sell zero-emission vehicles by then. The auto maker also promises to be carbon-neutral by 2040.</p><p><blockquote>通用汽车公司。<a href=\"https://laohu8.com/S/GM\">$(GM)$</a>一月份,该公司表示计划到2035年逐步淘汰所有内燃机汽车,届时只销售零排放汽车,令华尔街感到惊讶。该汽车制造商还承诺到2040年实现碳中和。</blockquote></p><p> GM has said that it will offer 30 all-electric models globally by mid-decade, and that 40% percent of the company's U.S. models will be battery electric vehicles by the end of 2025. Its Hummer electric is expected for next year, with production starting this fall.</p><p><blockquote>通用汽车表示,到本世纪中期,将在全球范围内提供30款全电动车型,到2025年底,该公司40%的美国车型将是纯电动汽车。其悍马电动车预计将于明年上市,并于今年秋季开始生产。</blockquote></p><p> <b>Honda</b></p><p><blockquote><b>本田</b></blockquote></p><p> The Japanese maker (7267.TO), which owns the namesake Honda brand and also the luxury-car brand Acura, is projected to derive 40% of its sales from EVs and fuel-cell electric cars by 2030. In April 2020, Honda and GM announced a partnership to develop Honda electric cars using GM's Ultium batteries.</p><p><blockquote>这家日本制造商(7267.TO)拥有同名本田品牌和豪华汽车品牌讴歌,预计到2030年其销售额的40%将来自电动汽车和燃料电池电动汽车。2020年4月,本田和通用汽车宣布合作开发使用通用汽车Ultium电池的本田电动汽车。</blockquote></p><p> <b>Hyundai</b></p><p><blockquote><b>现代</b></blockquote></p><p> The Korean car maker , which also owns Kia, is aiming to have 40% of its Kia and Hyundai brands sales to be of EVs and fuel-cell electric vehicles by 2025. Its Hyundai brand plans on more than 30 electric passenger vehicles by then.</p><p><blockquote>这家还拥有起亚的韩国汽车制造商的目标是到2025年,其起亚和现代品牌销量的40%来自电动汽车和燃料电池电动汽车。其现代品牌计划届时推出30多款电动乘用车。</blockquote></p><p> <b>Mazda</b></p><p><blockquote><b>马自达</b></blockquote></p><p> Mazda plans to offer 5% of its vehicles as battery electric by 2030, but EV sales targets as a percentage of total sales are unknown at the moment. Mazda does not offer EVs in the U.S., but sells a few EV and hybrid models elsewhere.</p><p><blockquote>马自达计划到2030年提供5%的汽车为纯电动汽车,但电动汽车销量占总销量的百分比目标目前尚不清楚。马自达不在美国提供电动汽车,但在其他地方销售一些电动汽车和混合动力车型。</blockquote></p><p> <b>Nissan</b></p><p><blockquote><b>日产</b></blockquote></p><p> Nissan Motor Co. Ltd. was among the first auto makers to offer an all-electric vehicle, and its the Nissan Leaf for years was one of the few options available for those without the deep pockets needed for a Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> Model S.</p><p><blockquote>日产汽车有限公司是最早提供全电动汽车的汽车制造商之一,多年来,对于那些没有足够财力购买特斯拉公司的人来说,日产聆风是为数不多的选择之一。<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>S型。</blockquote></p><p></p><p> Nissan plans to offer 20 EV models in China by next year, and for the U.S. the company recently said it plans that more than 40% of its U.S. vehicle sales by 2030 will be fully electric.</p><p><blockquote>日产计划明年在中国推出20款电动汽车车型,而在美国,该公司最近表示,计划到2030年,其美国汽车销量的40%以上将是全电动汽车。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cbdfabce43725b3d966cf5db5b820f6\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>The Nissan Leaf NISSAN</span></p><p><blockquote><p class=\"t-img-caption\"><span>日产聆风日产</span></p></blockquote></p><p> <b>Porsche</b></p><p><blockquote><b>保时捷</b></blockquote></p><p> The car maker and almost synonym of sports cars is aiming to have half of its sales be of EV vehicles by 2025.</p><p><blockquote>这家汽车制造商几乎是跑车的代名词,其目标是到2025年让电动汽车占其销量的一半。</blockquote></p><p> <b>Stellantis</b></p><p><blockquote><b>Stellantis</b></blockquote></p><p> <a href=\"https://laohu8.com/S/STLA\">Stellantis NV</a> (STLA.MI), the global auto maker formed earlier this year through the merger of Fiat Chrysler Automobiles NV and France's PSA Group, said in July it was investing $35 billion in EVs and adjacent technologies through 2025.</p><p><blockquote><a href=\"https://laohu8.com/S/STLA\">斯特兰蒂斯公司</a>(STLA.MI)是今年早些时候由菲亚特克莱斯勒汽车公司(Fiat Chrysler Automobiles NV)和法国PSA集团合并而成的全球汽车制造商,该公司7月份表示,到2025年,将在电动汽车和相关技术上投资350亿美元。</blockquote></p><p> By that year, Stellantis is expected to derive 31% of its U.S. sales and 38% of its European sales from EVs, percentages that are seen growing to 35% of U.S. sales and 70% of European sales by 2030.</p><p><blockquote>到那一年,Stellantis预计其美国销售额的31%和欧洲销售额的38%将来自电动汽车,预计到2030年,这一比例将增长到美国销售额的35%和欧洲销售额的70%。</blockquote></p><p> <b>Subaru</b></p><p><blockquote><b>斯巴鲁</b></blockquote></p><p> The Japanese maker is expected to derive 40% of its sales from EVs and hybrid electric vehicles by 2030.</p><p><blockquote>预计到2030年,这家日本制造商40%的销售额将来自电动汽车和混合动力电动汽车。</blockquote></p><p> <b>Toyota</b></p><p><blockquote><b>丰田</b></blockquote></p><p> Some 70% of sales for the world's No. 1 car maker (7203.TO) are expected to come from EVs and fuel-cell electric vehicles by 2030. Toyota plans to offer 15 battery EV models by 2025. The car maker, of course, broke ground with its hybrid Toyota Prius two decades ago.</p><p><blockquote>预计到2030年,这家全球第一汽车制造商(7203.TO)约70%的销售额将来自电动汽车和燃料电池电动汽车。丰田计划到2025年提供15款纯电动汽车车型。当然,这家汽车制造商在二十年前就推出了混合动力丰田普锐斯。</blockquote></p><p> <b>Volkswagen</b></p><p><blockquote><b>大众汽车</b></blockquote></p><p> The car maker is expected to derive 70% of its European sales from EVs and 50% of its U.S. sales from EVs by 2030. Volkswagen has pledged to spend about $40 billion through 2025 on EVs.</p><p><blockquote>预计到2030年,该汽车制造商70%的欧洲销量来自电动汽车,50%的美国销量来自电动汽车。大众汽车承诺到2025年在电动汽车上花费约400亿美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/chasing-tesla-here-are-the-current-electric-vehicle-plans-of-every-major-car-maker-11628876816?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":{"TSLA":"特斯拉","F":"福特汽车","VLKAF":"Volkswagen AG","DDAIF":"戴姆勒汽车","TM":"丰田汽车","STLA":"Stellantis NV","GM":"通用汽车","HYEVF":"Hyundai Elevator Co Ltd.","FUJHF":"Subaru Corporation ","HMC":"本田汽车","NSANY":"日产汽车"},"source_url":"https://www.marketwatch.com/story/chasing-tesla-here-are-the-current-electric-vehicle-plans-of-every-major-car-maker-11628876816?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159521376","content_text":"At President Joe Biden's urging, the auto industry pledged to boost production of electric vehicles to the point that they account for about half of total U.S. sales by 2030, a plan that raises hopes that EVs can shift from niche to normal.\nEVs accounted for 2.4% of U.S. cars sold in 2020, up from 0.7% five years ago, according to BloombergNEF. The research provider expects that share to increase to 11% in 2025; by 2030, it expects that slightly over a third of vehicles sold in the U.S. will be electric.\nSeveral auto makers had already announced bigger EV ambitions even before the White House call.\nHere are each major car maker's stated plans for EVs, including, when available, investment amounts and the range of models they hope to bring to market.\nThis information was collated from company sites, previous reports, and BloombergNEF projections, and will be updated regularly.\nAudi\nAudi, a brand known for its luxury cars and owned by Germany's Volkswagen AG , has promised to have battery-electric vehicles comprise 35% of its sales by 2025. By that time, Audi buyers will choose from about 20 EV models.\nBMW\nBMW AG , a luxury-car maker from Germany, was among the first EV innovators. It launched its i3 compact EV eight years ago, then as $one of the few serious competitors to Tesla Inc.'s vehicles.\nBMW's EV pipeline has slowed, but the auto maker has promised that 25% of its European sales will be all-electric and hybrid vehicles this year, and that all sales of its Mini brand will be battery electric by 2030. It expects to launch more than 10 battery EVs models in the next couple of years.\nDaimler/Mercedes-Benz\nMercedes-Benz, owned by Daimler AG , expects that between 15% and 25% of its sales will be comprised of EV sales by 2025; by 2030, that percentage is expected to grow to 50%. Mercedes-Benz is slated to end 2021 offering three new electric passenger car models and more to come in 2022.\nSOURCE: MERCEDES\nFord\nFord Motor Co. $(F)$ has said that 40% of its global sales by 2030 will be sales of EVs . Ford is aiming to have dozens of electrified models by 2022, the year that will also mark the debut of its much-awaited all-electric F-150 Lightning pickup truck.\nThe Ford F-150 Lightning o JEFF KOWALSKY/AGENCE FRANCE-PRESSE/GETTY IMAGES\nFord has called the Lightning the \"pillar\" of its more than $22 billion bet on EVs, which includes EV models for other best-selling vehicles such as the Mustang and its Transit van.\nSOURCE: FORD\nGM\nGeneral Motors Co. $(GM)$ surprised Wall Street in January by saying it aims to phase out all of its internal combustion engine vehicles by 2035 and only sell zero-emission vehicles by then. The auto maker also promises to be carbon-neutral by 2040.\nGM has said that it will offer 30 all-electric models globally by mid-decade, and that 40% percent of the company's U.S. models will be battery electric vehicles by the end of 2025. Its Hummer electric is expected for next year, with production starting this fall.\nHonda\nThe Japanese maker (7267.TO), which owns the namesake Honda brand and also the luxury-car brand Acura, is projected to derive 40% of its sales from EVs and fuel-cell electric cars by 2030. In April 2020, Honda and GM announced a partnership to develop Honda electric cars using GM's Ultium batteries.\nHyundai\nThe Korean car maker , which also owns Kia, is aiming to have 40% of its Kia and Hyundai brands sales to be of EVs and fuel-cell electric vehicles by 2025. Its Hyundai brand plans on more than 30 electric passenger vehicles by then.\nMazda\nMazda plans to offer 5% of its vehicles as battery electric by 2030, but EV sales targets as a percentage of total sales are unknown at the moment. Mazda does not offer EVs in the U.S., but sells a few EV and hybrid models elsewhere.\nNissan\nNissan Motor Co. Ltd. was among the first auto makers to offer an all-electric vehicle, and its the Nissan Leaf for years was one of the few options available for those without the deep pockets needed for a Tesla Inc. $(TSLA)$ Model S.\nNissan plans to offer 20 EV models in China by next year, and for the U.S. the company recently said it plans that more than 40% of its U.S. vehicle sales by 2030 will be fully electric.\nThe Nissan Leaf NISSAN\nPorsche\nThe car maker and almost synonym of sports cars is aiming to have half of its sales be of EV vehicles by 2025.\nStellantis\nStellantis NV (STLA.MI), the global auto maker formed earlier this year through the merger of Fiat Chrysler Automobiles NV and France's PSA Group, said in July it was investing $35 billion in EVs and adjacent technologies through 2025.\nBy that year, Stellantis is expected to derive 31% of its U.S. sales and 38% of its European sales from EVs, percentages that are seen growing to 35% of U.S. sales and 70% of European sales by 2030.\nSubaru\nThe Japanese maker is expected to derive 40% of its sales from EVs and hybrid electric vehicles by 2030.\nToyota\nSome 70% of sales for the world's No. 1 car maker (7203.TO) are expected to come from EVs and fuel-cell electric vehicles by 2030. Toyota plans to offer 15 battery EV models by 2025. The car maker, of course, broke ground with its hybrid Toyota Prius two decades ago.\nVolkswagen\nThe car maker is expected to derive 70% of its European sales from EVs and 50% of its U.S. sales from EVs by 2030. Volkswagen has pledged to spend about $40 billion through 2025 on EVs.","news_type":1,"symbols_score_info":{"AUDVF":0.9,"TSLA":0.9,"HYEVF":0.9,"HMC":0.9,"NSANY":0.9,"TM":0.9,"FUJHF":0.9,"F":0.9,"GM":0.9,"DDAIF":0.9,"STLA":0.9,"VLKAF":0.9}},"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830211098,"gmtCreate":1629075193514,"gmtModify":1631883982904,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"Its a no brainer. Just whack ten cent!!","listText":"Its a no brainer. Just whack ten cent!!","text":"Its a no brainer. Just whack ten cent!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/830211098","repostId":"1129589874","repostType":4,"repost":{"id":"1129589874","kind":"news","pubTimestamp":1629067868,"share":"https://www.laohu8.com/m/news/1129589874?lang=zh_CN&edition=full","pubTime":"2021-08-16 06:51","market":"us","language":"en","title":"Nvidia, Tencent,Walmart, Target and Other Stocks to Watch This Week<blockquote>英伟达、腾讯控股、沃尔玛、塔吉特等本周值得关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129589874","media":"Barrons","summary":"It’s the late innings of second-quarter earnings season, with retailers ready to step up to the plate. Walmart and Home Depot report on Tuesday, followed by Lowe’s, Target, and TJX on Wednesday. Kohl’s, Macy’s, BJ’s Wholesale, and L Brands are Thursday’s retail highlights, then Foot Locker closes the week on Friday.The Census Bureau’s July retail sales data for July is also out this week, on Tuesday. Economists on average are forecasting a 0.2% seasonally adjusted increase last month, after a 0.","content":"<p>It’s the late innings of second-quarter earnings season, with retailers ready to step up to the plate. Walmart and Home Depot report on Tuesday, followed by Lowe’s, Target, and TJX on Wednesday. Kohl’s, Macy’s, BJ’s Wholesale, and L Brands are Thursday’s retail highlights, then Foot Locker closes the week on Friday.</p><p><blockquote>现在是第二季度财报季的最后几局,零售商已准备好采取行动。沃尔玛和家得宝周二发布报告,劳氏、塔吉特和TJX周三紧随其后。美国柯尔百货公司、梅西百货、BJ批发和L品牌是周四的零售亮点,然后Foot Locker将于周五结束本周。</blockquote></p><p> The Census Bureau’s July retail sales data for July is also out this week, on Tuesday. Economists on average are forecasting a 0.2% seasonally adjusted increase last month, after a 0.6% rise in June.</p><p><blockquote>人口普查局7月份零售销售数据也将于本周周二公布。经济学家平均预测,上个月经季节性调整后的增长率为0。</blockquote></p><p> Major non-retail companies releasing results this week include Pandora and Krispy Kreme on Tuesday, followed by a busy Wednesday:Nvidia,Tencent Holdings,CiscoSystems,Analog Devices,and Lumentum Holdings all report.Applied Materials goes on Thursday and Deere closes the week on Friday.</p><p><blockquote>本周发布业绩的主要非零售公司包括周二发布业绩的Pandora和Krispy Kreme,随后是繁忙的周三:Nvidia、腾讯控股控股公司、思科系统公司、Analog Devices和Lumentum Holdings均发布业绩。应用材料公司周四公布业绩,Deere公司本周收盘周五。</blockquote></p><p> Economic data out this week include several housing-market metrics: The National Association of Home Builders’ NAHB/Wells Fargo Housing Market Index for August on Tuesday and the Census Bureau’s new residential construction report for July on Wednesday.</p><p><blockquote>本周公布的经济数据包括几项房地产市场指标:周二公布的全国住宅建筑商协会8月份NAHB/富国银行住房市场指数,以及周三公布的人口普查局7月份新住宅建设报告。</blockquote></p><p> Also on Wednesday, the Federal Reserve’s monetary policy committee releases the minutes from its last meeting in late July. Then, the Conference Board publishes its Leading Economic Index for July on Thursday.</p><p><blockquote>同样在周三,美联储货币政策委员会公布了7月底上次会议的纪要。然后,世界大型企业联合会将于周四公布7月份领先经济指数。</blockquote></p><p> <b>Monday 8/16</b></p><p><blockquote><b>星期一8/16</b></blockquote></p><p> Tencent Music Entertainment Group,Tokyo Electron,and Clear Secure are among the companies holding earnings conference calls.</p><p><blockquote>腾讯控股音乐娱乐集团、Tokyo Electron和Clear Secure等公司在评级举行财报会议。</blockquote></p><p> <b>The Federal Reserve</b> Bank of New York releases its Empire State Manufacturing Survey for August. The consensus estimate is for a 26.5 reading. That compares with a record high of 43.0 in July, when the general business conditions index rose 26 points.</p><p><blockquote><b>美联储</b>纽约银行发布八月份帝国州制造业调查。普遍估计读数为26.5。相比之下,7月份的历史新高为43.0,当时总体商业状况指数上涨了26点。</blockquote></p><p> <b>Tuesday 8/17</b></p><p><blockquote><b>星期二8/17</b></blockquote></p><p> BHP, Walmart, Home Depot,Agilent Technologies,Pandora, and Krispy Kreme are among the companies hosting earnings conference calls.</p><p><blockquote>必和必拓、沃尔玛、家得宝、安捷伦科技、Pandora和Krispy Kreme等公司在评级举办财报会议。</blockquote></p><p> America’s Car-Mart,Jack Henry & Associates,and La-Z-Boy report financial results after the market closes and will hold earnings calls the following morning, Aug. 18.</p><p><blockquote>America's Car-Mart、Jack Henry&Associates和La-Z-Boy在收盘后报告财务业绩,并将于第二天(8月18日)上午举行收益评级。</blockquote></p><p> <b>The Federal Reserve</b> releases capacity utilization in the industrial sector for July. Consensus calls for a 75.7% reading, little changed from June’s 75.4% reading. Industrial production is seen rising 0.5% from June’s 0.4% seasonally adjusted increase.</p><p><blockquote><b>美联储</b>发布7月工业部门产能利用率。评级共识为75.7%,与6月份的75.4%几乎没有变化。工业生产预计将比6月份经季节调整后的0.4%增长0.5%。</blockquote></p><p> <b>The National Association</b> of Home Builders releases its NAHB/Wells Fargo Housing Market Index for August. Economists forecast an 80 reading, the same as in July. The index is down from its all-time high of 90 set in November.</p><p><blockquote><b>全国协会</b>房屋建筑商协会发布了8月份NAHB/富国银行住房市场指数。经济学家预测读数为80,与7月份相同。该指数较11月份创下的历史高点90有所回落。</blockquote></p><p> <b>Federal Reserve Board</b> Chairman Jay Powell will host a virtual town hall with educators and students.</p><p><blockquote><b>联邦储备委员会</b>主席杰伊·鲍威尔将与教育工作者和学生一起主持一个虚拟市政厅。</blockquote></p><p> <b>The Census Bureau reports</b> retail sales data for July. Expectations are for a 0.3% seasonally adjusted month-over-month decrease, following a 0.6% rise in June. Excluding autos, spending is seen rising 0.2%, compared with a 1.3% rise in the previous month.</p><p><blockquote><b>人口普查局报告</b>7月零售销售数据。继6月份上涨0.6%后,预计经季节调整后环比下降0.3%。不包括汽车在内,支出预计将增长0.2%,而上个月为增长1.3%。</blockquote></p><p> <b>Wednesday 8/18</b></p><p><blockquote><b>星期三8/18</b></blockquote></p><p> <b>The Federal Open Market</b> Committee releases the minutes from its late-July monetary-policy meeting.</p><p><blockquote><b>联邦公开市场</b>委员会公布了7月底货币政策会议的纪要。</blockquote></p><p> Cisco Systems, Lowe’s, Target, TJX, Tencent Holdings,Brinker International,Analog Devices,Synopsys,Lumentum Holdings, and Nvidia host earnings conference calls.</p><p><blockquote>思科系统、劳氏、塔吉特、TJX、腾讯控股控股、Brinker International、Analog Devices、Synopsys、Lumentum Holdings和Nvidia在评级举办财报会议。</blockquote></p><p> <b>The Census Bureau’s</b>new residential construction report for July is expected to show the seasonally adjusted annual rate of housing starts at 1.610 million, down from June’s 1.643 million. Housing starts hit a postpandemic peak of 1.73 million in March.</p><p><blockquote><b>人口普查局的</b>7月份新住宅建设报告预计显示,经季节调整后的新屋开工年率为161.0万套,低于6月份的164.3万套。3月份新屋开工量达到173万套的疫情后峰值。</blockquote></p><p> <b>Thursday 8/19</b></p><p><blockquote><b>星期四8/19</b></blockquote></p><p> BJ’s Wholesale,<b>L Brands</b>, Applied Materials,Ross Stores,Estée Lauder,Kohl’s, Macy’s,Performance Food Group,Petco Health and Wellness,and Farfetch host earnings conference calls.</p><p><blockquote>BJ的批发,<b>L品牌</b>、Applied Materials、Ross Stores、雅诗兰黛、Kohl's、Macy's、Performance Food Group、Petco Health and Wellness和Farfetch将在评级举办财报会议。</blockquote></p><p> <b>The Conference Board</b>releases its Leading Economic Index for July. The LEI is expected to increase 0.7% month over month, after gaining 0.7% in June.</p><p><blockquote><b>世界大型企业联合会</b>发布7月份领先经济指数。继6月份上涨0.7%后,LEI预计将环比上涨0.7%。</blockquote></p><p> <b>Friday 8/20</b></p><p><blockquote><b>星期五8/20</b></blockquote></p><p> Deere and Foot Locker host conference calls to discuss financial results.</p><p><blockquote>Deere和Foot Locker在评级主办会议讨论财务业绩。</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>Nvidia, Tencent,Walmart, Target and Other Stocks to Watch This Week<blockquote>英伟达、腾讯控股、沃尔玛、塔吉特等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\">\nNvidia, Tencent,Walmart, Target and Other Stocks to Watch This Week<blockquote>英伟达、腾讯控股、沃尔玛、塔吉特等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\">2021-08-16 06:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It’s the late innings of second-quarter earnings season, with retailers ready to step up to the plate. Walmart and Home Depot report on Tuesday, followed by Lowe’s, Target, and TJX on Wednesday. Kohl’s, Macy’s, BJ’s Wholesale, and L Brands are Thursday’s retail highlights, then Foot Locker closes the week on Friday.</p><p><blockquote>现在是第二季度财报季的最后几局,零售商已准备好采取行动。沃尔玛和家得宝周二发布报告,劳氏、塔吉特和TJX周三紧随其后。美国柯尔百货公司、梅西百货、BJ批发和L品牌是周四的零售亮点,然后Foot Locker将于周五结束本周。</blockquote></p><p> The Census Bureau’s July retail sales data for July is also out this week, on Tuesday. Economists on average are forecasting a 0.2% seasonally adjusted increase last month, after a 0.6% rise in June.</p><p><blockquote>人口普查局7月份零售销售数据也将于本周周二公布。经济学家平均预测,上个月经季节性调整后的增长率为0。</blockquote></p><p> Major non-retail companies releasing results this week include Pandora and Krispy Kreme on Tuesday, followed by a busy Wednesday:Nvidia,Tencent Holdings,CiscoSystems,Analog Devices,and Lumentum Holdings all report.Applied Materials goes on Thursday and Deere closes the week on Friday.</p><p><blockquote>本周发布业绩的主要非零售公司包括周二发布业绩的Pandora和Krispy Kreme,随后是繁忙的周三:Nvidia、腾讯控股控股公司、思科系统公司、Analog Devices和Lumentum Holdings均发布业绩。应用材料公司周四公布业绩,Deere公司本周收盘周五。</blockquote></p><p> Economic data out this week include several housing-market metrics: The National Association of Home Builders’ NAHB/Wells Fargo Housing Market Index for August on Tuesday and the Census Bureau’s new residential construction report for July on Wednesday.</p><p><blockquote>本周公布的经济数据包括几项房地产市场指标:周二公布的全国住宅建筑商协会8月份NAHB/富国银行住房市场指数,以及周三公布的人口普查局7月份新住宅建设报告。</blockquote></p><p> Also on Wednesday, the Federal Reserve’s monetary policy committee releases the minutes from its last meeting in late July. Then, the Conference Board publishes its Leading Economic Index for July on Thursday.</p><p><blockquote>同样在周三,美联储货币政策委员会公布了7月底上次会议的纪要。然后,世界大型企业联合会将于周四公布7月份领先经济指数。</blockquote></p><p> <b>Monday 8/16</b></p><p><blockquote><b>星期一8/16</b></blockquote></p><p> Tencent Music Entertainment Group,Tokyo Electron,and Clear Secure are among the companies holding earnings conference calls.</p><p><blockquote>腾讯控股音乐娱乐集团、Tokyo Electron和Clear Secure等公司在评级举行财报会议。</blockquote></p><p> <b>The Federal Reserve</b> Bank of New York releases its Empire State Manufacturing Survey for August. The consensus estimate is for a 26.5 reading. That compares with a record high of 43.0 in July, when the general business conditions index rose 26 points.</p><p><blockquote><b>美联储</b>纽约银行发布八月份帝国州制造业调查。普遍估计读数为26.5。相比之下,7月份的历史新高为43.0,当时总体商业状况指数上涨了26点。</blockquote></p><p> <b>Tuesday 8/17</b></p><p><blockquote><b>星期二8/17</b></blockquote></p><p> BHP, Walmart, Home Depot,Agilent Technologies,Pandora, and Krispy Kreme are among the companies hosting earnings conference calls.</p><p><blockquote>必和必拓、沃尔玛、家得宝、安捷伦科技、Pandora和Krispy Kreme等公司在评级举办财报会议。</blockquote></p><p> America’s Car-Mart,Jack Henry & Associates,and La-Z-Boy report financial results after the market closes and will hold earnings calls the following morning, Aug. 18.</p><p><blockquote>America's Car-Mart、Jack Henry&Associates和La-Z-Boy在收盘后报告财务业绩,并将于第二天(8月18日)上午举行收益评级。</blockquote></p><p> <b>The Federal Reserve</b> releases capacity utilization in the industrial sector for July. Consensus calls for a 75.7% reading, little changed from June’s 75.4% reading. Industrial production is seen rising 0.5% from June’s 0.4% seasonally adjusted increase.</p><p><blockquote><b>美联储</b>发布7月工业部门产能利用率。评级共识为75.7%,与6月份的75.4%几乎没有变化。工业生产预计将比6月份经季节调整后的0.4%增长0.5%。</blockquote></p><p> <b>The National Association</b> of Home Builders releases its NAHB/Wells Fargo Housing Market Index for August. Economists forecast an 80 reading, the same as in July. The index is down from its all-time high of 90 set in November.</p><p><blockquote><b>全国协会</b>房屋建筑商协会发布了8月份NAHB/富国银行住房市场指数。经济学家预测读数为80,与7月份相同。该指数较11月份创下的历史高点90有所回落。</blockquote></p><p> <b>Federal Reserve Board</b> Chairman Jay Powell will host a virtual town hall with educators and students.</p><p><blockquote><b>联邦储备委员会</b>主席杰伊·鲍威尔将与教育工作者和学生一起主持一个虚拟市政厅。</blockquote></p><p> <b>The Census Bureau reports</b> retail sales data for July. Expectations are for a 0.3% seasonally adjusted month-over-month decrease, following a 0.6% rise in June. Excluding autos, spending is seen rising 0.2%, compared with a 1.3% rise in the previous month.</p><p><blockquote><b>人口普查局报告</b>7月零售销售数据。继6月份上涨0.6%后,预计经季节调整后环比下降0.3%。不包括汽车在内,支出预计将增长0.2%,而上个月为增长1.3%。</blockquote></p><p> <b>Wednesday 8/18</b></p><p><blockquote><b>星期三8/18</b></blockquote></p><p> <b>The Federal Open Market</b> Committee releases the minutes from its late-July monetary-policy meeting.</p><p><blockquote><b>联邦公开市场</b>委员会公布了7月底货币政策会议的纪要。</blockquote></p><p> Cisco Systems, Lowe’s, Target, TJX, Tencent Holdings,Brinker International,Analog Devices,Synopsys,Lumentum Holdings, and Nvidia host earnings conference calls.</p><p><blockquote>思科系统、劳氏、塔吉特、TJX、腾讯控股控股、Brinker International、Analog Devices、Synopsys、Lumentum Holdings和Nvidia在评级举办财报会议。</blockquote></p><p> <b>The Census Bureau’s</b>new residential construction report for July is expected to show the seasonally adjusted annual rate of housing starts at 1.610 million, down from June’s 1.643 million. Housing starts hit a postpandemic peak of 1.73 million in March.</p><p><blockquote><b>人口普查局的</b>7月份新住宅建设报告预计显示,经季节调整后的新屋开工年率为161.0万套,低于6月份的164.3万套。3月份新屋开工量达到173万套的疫情后峰值。</blockquote></p><p> <b>Thursday 8/19</b></p><p><blockquote><b>星期四8/19</b></blockquote></p><p> BJ’s Wholesale,<b>L Brands</b>, Applied Materials,Ross Stores,Estée Lauder,Kohl’s, Macy’s,Performance Food Group,Petco Health and Wellness,and Farfetch host earnings conference calls.</p><p><blockquote>BJ的批发,<b>L品牌</b>、Applied Materials、Ross Stores、雅诗兰黛、Kohl's、Macy's、Performance Food Group、Petco Health and Wellness和Farfetch将在评级举办财报会议。</blockquote></p><p> <b>The Conference Board</b>releases its Leading Economic Index for July. The LEI is expected to increase 0.7% month over month, after gaining 0.7% in June.</p><p><blockquote><b>世界大型企业联合会</b>发布7月份领先经济指数。继6月份上涨0.7%后,LEI预计将环比上涨0.7%。</blockquote></p><p> <b>Friday 8/20</b></p><p><blockquote><b>星期五8/20</b></blockquote></p><p> Deere and Foot Locker host conference calls to discuss financial results.</p><p><blockquote>Deere和Foot Locker在评级主办会议讨论财务业绩。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/stocks-to-watch-this-week-51629054047?mod=hp_LEAD_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":{"TME":"腾讯音乐","NVDA":"英伟达","WMT":"沃尔玛","TGT":"塔吉特",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/stocks-to-watch-this-week-51629054047?mod=hp_LEAD_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129589874","content_text":"It’s the late innings of second-quarter earnings season, with retailers ready to step up to the plate. Walmart and Home Depot report on Tuesday, followed by Lowe’s, Target, and TJX on Wednesday. Kohl’s, Macy’s, BJ’s Wholesale, and L Brands are Thursday’s retail highlights, then Foot Locker closes the week on Friday.\nThe Census Bureau’s July retail sales data for July is also out this week, on Tuesday. Economists on average are forecasting a 0.2% seasonally adjusted increase last month, after a 0.6% rise in June.\nMajor non-retail companies releasing results this week include Pandora and Krispy Kreme on Tuesday, followed by a busy Wednesday:Nvidia,Tencent Holdings,CiscoSystems,Analog Devices,and Lumentum Holdings all report.Applied Materials goes on Thursday and Deere closes the week on Friday.\nEconomic data out this week include several housing-market metrics: The National Association of Home Builders’ NAHB/Wells Fargo Housing Market Index for August on Tuesday and the Census Bureau’s new residential construction report for July on Wednesday.\nAlso on Wednesday, the Federal Reserve’s monetary policy committee releases the minutes from its last meeting in late July. Then, the Conference Board publishes its Leading Economic Index for July on Thursday.\nMonday 8/16\nTencent Music Entertainment Group,Tokyo Electron,and Clear Secure are among the companies holding earnings conference calls.\nThe Federal Reserve Bank of New York releases its Empire State Manufacturing Survey for August. The consensus estimate is for a 26.5 reading. That compares with a record high of 43.0 in July, when the general business conditions index rose 26 points.\nTuesday 8/17\nBHP, Walmart, Home Depot,Agilent Technologies,Pandora, and Krispy Kreme are among the companies hosting earnings conference calls.\nAmerica’s Car-Mart,Jack Henry & Associates,and La-Z-Boy report financial results after the market closes and will hold earnings calls the following morning, Aug. 18.\nThe Federal Reserve releases capacity utilization in the industrial sector for July. Consensus calls for a 75.7% reading, little changed from June’s 75.4% reading. Industrial production is seen rising 0.5% from June’s 0.4% seasonally adjusted increase.\nThe National Association of Home Builders releases its NAHB/Wells Fargo Housing Market Index for August. Economists forecast an 80 reading, the same as in July. The index is down from its all-time high of 90 set in November.\nFederal Reserve Board Chairman Jay Powell will host a virtual town hall with educators and students.\nThe Census Bureau reports retail sales data for July. Expectations are for a 0.3% seasonally adjusted month-over-month decrease, following a 0.6% rise in June. Excluding autos, spending is seen rising 0.2%, compared with a 1.3% rise in the previous month.\nWednesday 8/18\nThe Federal Open Market Committee releases the minutes from its late-July monetary-policy meeting.\nCisco Systems, Lowe’s, Target, TJX, Tencent Holdings,Brinker International,Analog Devices,Synopsys,Lumentum Holdings, and Nvidia host earnings conference calls.\nThe Census Bureau’snew residential construction report for July is expected to show the seasonally adjusted annual rate of housing starts at 1.610 million, down from June’s 1.643 million. Housing starts hit a postpandemic peak of 1.73 million in March.\nThursday 8/19\nBJ’s Wholesale,L Brands, Applied Materials,Ross Stores,Estée Lauder,Kohl’s, Macy’s,Performance Food Group,Petco Health and Wellness,and Farfetch host earnings conference calls.\nThe Conference Boardreleases its Leading Economic Index for July. The LEI is expected to increase 0.7% month over month, after gaining 0.7% in June.\nFriday 8/20\nDeere and Foot Locker host conference calls to discuss financial results.","news_type":1,"symbols_score_info":{"NVDA":0.9,".IXIC":0.9,"WMT":0.9,".DJI":0.9,"TGT":0.9,".SPX":0.9,"TME":0.9}},"isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891908890,"gmtCreate":1628312843210,"gmtModify":1633751715929,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"Long read and great","listText":"Long read and great","text":"Long read and great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/891908890","repostId":"1119792130","repostType":4,"isVote":1,"tweetType":1,"viewCount":606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":868181318,"gmtCreate":1632619915934,"gmtModify":1632651520080,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"Not only 2 stocks, there re plenty of recession proof including cloud computing and saas","listText":"Not only 2 stocks, there re plenty of recession proof including cloud computing and saas","text":"Not only 2 stocks, there re plenty of recession proof including cloud computing and saas","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/868181318","repostId":"2170909614","repostType":4,"isVote":1,"tweetType":1,"viewCount":587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":883692494,"gmtCreate":1631236537718,"gmtModify":1632883753940,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"The traditional finance has been saying that since 2015. Look at where btc is now. It serves as a good hedge and asset appreciation for unstable countries like south americas or africas where hyperinflation is rife. Their governments are not doing a good job to maintain their own currencies. ","listText":"The traditional finance has been saying that since 2015. Look at where btc is now. It serves as a good hedge and asset appreciation for unstable countries like south americas or africas where hyperinflation is rife. Their governments are not doing a good job to maintain their own currencies. ","text":"The traditional finance has been saying that since 2015. Look at where btc is now. It serves as a good hedge and asset appreciation for unstable countries like south americas or africas where hyperinflation is rife. Their governments are not doing a good job to maintain their own currencies.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/883692494","repostId":"2166425283","repostType":4,"isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":847953953,"gmtCreate":1636474166866,"gmtModify":1636474167230,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"As long as they filed sec, its not illegal. Honestly, they also think tesla is overvalued","listText":"As long as they filed sec, its not illegal. Honestly, they also think tesla is overvalued","text":"As long as they filed sec, its not illegal. Honestly, they also think tesla is overvalued","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/847953953","repostId":"1127189501","repostType":2,"isVote":1,"tweetType":1,"viewCount":2772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861959170,"gmtCreate":1632450268790,"gmtModify":1632722604949,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"It is still better to remain cautious. That means rebalancing and not enter overvalued stocks","listText":"It is still better to remain cautious. That means rebalancing and not enter overvalued stocks","text":"It is still better to remain cautious. That means rebalancing and not enter overvalued stocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/861959170","repostId":"2169240695","repostType":4,"isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":882782991,"gmtCreate":1631721167013,"gmtModify":1632806588874,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"Incoming correction is imminent. Whats your planin this case? reducing position sizing? Rebalancing to chinese stocks which are lower or stay sideline?","listText":"Incoming correction is imminent. Whats your planin this case? reducing position sizing? Rebalancing to chinese stocks which are lower or stay sideline?","text":"Incoming correction is imminent. Whats your planin this case? reducing position sizing? Rebalancing to chinese stocks which are lower or stay sideline?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/882782991","repostId":"1148341685","repostType":4,"repost":{"id":"1148341685","kind":"news","pubTimestamp":1631660884,"share":"https://www.laohu8.com/m/news/1148341685?lang=zh_CN&edition=full","pubTime":"2021-09-15 07:08","market":"us","language":"en","title":"U.S. stocks close lower on worries over recovery, corporate tax hikes<blockquote>美国股市因对复苏和企业增税的担忧而收低</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148341685","media":"Reuters","summary":"NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing","content":"<p>NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing likelihood of a corporate tax rate hike dampened investor sentiment and prompted a broad sell-off despite signs of easing inflation.</p><p><blockquote>路透纽约-华尔街周二下跌,原因是经济不确定性和企业税率上调的可能性越来越大,抑制了投资者情绪,并引发了广泛的抛售,尽管通胀有缓解的迹象。</blockquote></p><p> Optimism faded throughout the session, reversing an initial rally following the Labor Department’s consumer price index report. All three major U.S. stock indexes ended in negative territory in a reminder that September is a historically rough month for stocks.</p><p><blockquote>整个交易日乐观情绪消退,扭转了劳工部消费者价格指数报告发布后最初的涨势。美国三大股指均收于负值,提醒人们9月份对于股市来说是历史上艰难的一个月。</blockquote></p><p> So far this month the S&P 500 is down nearly 1.8% even as the benchmark index has gained over 18% since the beginning of the year.</p><p><blockquote>本月迄今为止,标普500已下跌近1.8%,尽管基准指数自年初以来已上涨超过18%。</blockquote></p><p> “There is a possibility that the market is simply ready to go through an overdue correction,” said Sam Stovall, chief investment strategist at CFRA Research in New York. “From a seasonality perspective, September tends to be the window dressing period for fund managers.”</p><p><blockquote>纽约CFRA Research首席投资策略师Sam Stovall表示:“市场有可能只是准备好经历一次迟来的调整。”“从季节性来看,9月往往是基金经理的粉饰期。”</blockquote></p><p> The advent of the highly contagious Delta COVID variant has driven an increase in bearish sentiment regarding the recovery from the global health crisis, and many now expect a substantial correction in stock markets by the end of the year.</p><p><blockquote>高度传染性的Delta COVID变种的出现导致人们对从全球健康危机中复苏的看跌情绪增加,许多人现在预计股市将在今年年底前大幅调整。</blockquote></p><p> “We’re still in a corrective mode that people have been calling for months,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “Economic data points have been missing estimates, and that has coincided with the rise in the Delta variant.”</p><p><blockquote>芝加哥Kingsview Asset Management投资组合经理保罗·诺尔特(Paul Nolte)表示:“我们仍处于人们几个月来一直呼吁的纠正模式。”“经济数据点一直低于预期,而这与德尔塔变异毒株的上升同时发生。”</blockquote></p><p> The CPI report delivered a lower-than-consensus August reading, a deceleration that supports Federal Reserve Chairman Jerome Powell’s assertion that spiking inflation is transitory and calms market fears that the central bank will begin tightening monetary policy sooner than expected.</p><p><blockquote>CPI报告公布的8月份读数低于市场普遍预期,这一减速支持了美联储主席杰罗姆·鲍威尔的说法,即通胀飙升是暂时的,并平息了市场对美联储将比预期更早开始收紧货币政策的担忧。</blockquote></p><p> U.S. Treasury yields dropped on the data, which pressured financial stocks, and investor favor pivoted back to growth at the expense of value. [US/]</p><p><blockquote>美国国债收益率因数据而下跌,这给金融股带来压力,投资者的青睐转向增长,而牺牲了价值。[美国/]</blockquote></p><p> The long expected corporate tax hikes, to 26.5% from 21% if Democrats prevail, are coming nearer to fruition with U.S. President Joe Biden’s $3.5 trillion budget package inching closer to passage.</p><p><blockquote>随着美国总统乔·拜登(Joe Biden)的3.5万亿美元预算计划逐渐接近通过,人们期待已久的公司税上调(如果民主党获胜,将从21%上调至26.5%)即将实现。</blockquote></p><p> The Dow Jones Industrial Average fell 292.06 points, or 0.84%, to 34,577.57; the S&P 500 lost 25.68 points, or 0.57%, at 4,443.05; and the Nasdaq Composite dropped 67.82 points, or 0.45%, to 15,037.76.</p><p><blockquote>道琼工业指数跌292.06点,或0.84%,报34577.57点;标普500跌25.68点,跌幅0.57%,报4,443.05点;纳斯达克综合指数下跌67.82点,跌幅0.45%,至15037.76点。</blockquote></p><p> All 11 major sectors in the S&P 500 ended the session red, with energy and financials suffering the largest percentage drops.</p><p><blockquote>标普500 11大板块全部收红,能源和金融板块跌幅最大。</blockquote></p><p> Apple Inc unveiled its iPhone 13 and added new features to its iPad and Apple Watch gadgets in its biggest product launch event of the year as the company faces increased scrutiny in the courts over its business practices. Its shares closed down 1.0% and were the heaviest drag on the S&P 500 and the Nasdaq.</p><p><blockquote>苹果公司在今年最大的产品发布会上推出了iPhone 13,并为其iPad和苹果手表设备添加了新功能,因为该公司面临着法院对其商业行为的更严格审查。其股价收盘下跌1.0%,对标普500和纳斯达克拖累最大。</blockquote></p><p> Intuit Inc gained 1.9% following the TurboTax maker’s announcement that it would acquire digital marketing company Mailchimp for $12 billion.</p><p><blockquote>TurboTax制造商Intuit Inc宣布将以120亿美元收购数字营销公司Mailchimp后,该公司股价上涨1.9%。</blockquote></p><p> CureVac slid 8.0% after the German biotechnology company canceled manufacturing deals for its experimental COVID-19 vaccine.</p><p><blockquote>德国生物技术公司CureVac取消其实验性COVID-19疫苗的生产交易后,股价下跌8.0%。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 2.25-to-1 ratio; on Nasdaq, a 2.40-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为2.25比1;在纳斯达克,2.40比1的比率有利于下跌股。</blockquote></p><p> The S&P 500 posted two new 52-week highs and two new lows; the Nasdaq Composite recorded 50 new highs and 107 new lows.</p><p><blockquote>标普500创下两个52周新高和两个新低;纳斯达克综合指数录得50个新高和107个新低。</blockquote></p><p> Volume on U.S. exchanges was 10.07 billion shares, compared with the 9.38 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为100.7亿股,而过去20个交易日的平均成交量为93.8亿股。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. stocks close lower on worries over recovery, corporate tax hikes<blockquote>美国股市因对复苏和企业增税的担忧而收低</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-09-15 07:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing likelihood of a corporate tax rate hike dampened investor sentiment and prompted a broad sell-off despite signs of easing inflation.</p><p><blockquote>路透纽约-华尔街周二下跌,原因是经济不确定性和企业税率上调的可能性越来越大,抑制了投资者情绪,并引发了广泛的抛售,尽管通胀有缓解的迹象。</blockquote></p><p> Optimism faded throughout the session, reversing an initial rally following the Labor Department’s consumer price index report. All three major U.S. stock indexes ended in negative territory in a reminder that September is a historically rough month for stocks.</p><p><blockquote>整个交易日乐观情绪消退,扭转了劳工部消费者价格指数报告发布后最初的涨势。美国三大股指均收于负值,提醒人们9月份对于股市来说是历史上艰难的一个月。</blockquote></p><p> So far this month the S&P 500 is down nearly 1.8% even as the benchmark index has gained over 18% since the beginning of the year.</p><p><blockquote>本月迄今为止,标普500已下跌近1.8%,尽管基准指数自年初以来已上涨超过18%。</blockquote></p><p> “There is a possibility that the market is simply ready to go through an overdue correction,” said Sam Stovall, chief investment strategist at CFRA Research in New York. “From a seasonality perspective, September tends to be the window dressing period for fund managers.”</p><p><blockquote>纽约CFRA Research首席投资策略师Sam Stovall表示:“市场有可能只是准备好经历一次迟来的调整。”“从季节性来看,9月往往是基金经理的粉饰期。”</blockquote></p><p> The advent of the highly contagious Delta COVID variant has driven an increase in bearish sentiment regarding the recovery from the global health crisis, and many now expect a substantial correction in stock markets by the end of the year.</p><p><blockquote>高度传染性的Delta COVID变种的出现导致人们对从全球健康危机中复苏的看跌情绪增加,许多人现在预计股市将在今年年底前大幅调整。</blockquote></p><p> “We’re still in a corrective mode that people have been calling for months,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “Economic data points have been missing estimates, and that has coincided with the rise in the Delta variant.”</p><p><blockquote>芝加哥Kingsview Asset Management投资组合经理保罗·诺尔特(Paul Nolte)表示:“我们仍处于人们几个月来一直呼吁的纠正模式。”“经济数据点一直低于预期,而这与德尔塔变异毒株的上升同时发生。”</blockquote></p><p> The CPI report delivered a lower-than-consensus August reading, a deceleration that supports Federal Reserve Chairman Jerome Powell’s assertion that spiking inflation is transitory and calms market fears that the central bank will begin tightening monetary policy sooner than expected.</p><p><blockquote>CPI报告公布的8月份读数低于市场普遍预期,这一减速支持了美联储主席杰罗姆·鲍威尔的说法,即通胀飙升是暂时的,并平息了市场对美联储将比预期更早开始收紧货币政策的担忧。</blockquote></p><p> U.S. Treasury yields dropped on the data, which pressured financial stocks, and investor favor pivoted back to growth at the expense of value. [US/]</p><p><blockquote>美国国债收益率因数据而下跌,这给金融股带来压力,投资者的青睐转向增长,而牺牲了价值。[美国/]</blockquote></p><p> The long expected corporate tax hikes, to 26.5% from 21% if Democrats prevail, are coming nearer to fruition with U.S. President Joe Biden’s $3.5 trillion budget package inching closer to passage.</p><p><blockquote>随着美国总统乔·拜登(Joe Biden)的3.5万亿美元预算计划逐渐接近通过,人们期待已久的公司税上调(如果民主党获胜,将从21%上调至26.5%)即将实现。</blockquote></p><p> The Dow Jones Industrial Average fell 292.06 points, or 0.84%, to 34,577.57; the S&P 500 lost 25.68 points, or 0.57%, at 4,443.05; and the Nasdaq Composite dropped 67.82 points, or 0.45%, to 15,037.76.</p><p><blockquote>道琼工业指数跌292.06点,或0.84%,报34577.57点;标普500跌25.68点,跌幅0.57%,报4,443.05点;纳斯达克综合指数下跌67.82点,跌幅0.45%,至15037.76点。</blockquote></p><p> All 11 major sectors in the S&P 500 ended the session red, with energy and financials suffering the largest percentage drops.</p><p><blockquote>标普500 11大板块全部收红,能源和金融板块跌幅最大。</blockquote></p><p> Apple Inc unveiled its iPhone 13 and added new features to its iPad and Apple Watch gadgets in its biggest product launch event of the year as the company faces increased scrutiny in the courts over its business practices. Its shares closed down 1.0% and were the heaviest drag on the S&P 500 and the Nasdaq.</p><p><blockquote>苹果公司在今年最大的产品发布会上推出了iPhone 13,并为其iPad和苹果手表设备添加了新功能,因为该公司面临着法院对其商业行为的更严格审查。其股价收盘下跌1.0%,对标普500和纳斯达克拖累最大。</blockquote></p><p> Intuit Inc gained 1.9% following the TurboTax maker’s announcement that it would acquire digital marketing company Mailchimp for $12 billion.</p><p><blockquote>TurboTax制造商Intuit Inc宣布将以120亿美元收购数字营销公司Mailchimp后,该公司股价上涨1.9%。</blockquote></p><p> CureVac slid 8.0% after the German biotechnology company canceled manufacturing deals for its experimental COVID-19 vaccine.</p><p><blockquote>德国生物技术公司CureVac取消其实验性COVID-19疫苗的生产交易后,股价下跌8.0%。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 2.25-to-1 ratio; on Nasdaq, a 2.40-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为2.25比1;在纳斯达克,2.40比1的比率有利于下跌股。</blockquote></p><p> The S&P 500 posted two new 52-week highs and two new lows; the Nasdaq Composite recorded 50 new highs and 107 new lows.</p><p><blockquote>标普500创下两个52周新高和两个新低;纳斯达克综合指数录得50个新高和107个新低。</blockquote></p><p> Volume on U.S. exchanges was 10.07 billion shares, compared with the 9.38 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为100.7亿股,而过去20个交易日的平均成交量为93.8亿股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.reuters.com/article/usa-stocks/u-s-stocks-close-lower-on-worries-over-recovery-corporate-tax-hikes-idUSKBN2GA0W9\">Reuters</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.reuters.com/article/usa-stocks/u-s-stocks-close-lower-on-worries-over-recovery-corporate-tax-hikes-idUSKBN2GA0W9","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148341685","content_text":"NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing likelihood of a corporate tax rate hike dampened investor sentiment and prompted a broad sell-off despite signs of easing inflation.\nOptimism faded throughout the session, reversing an initial rally following the Labor Department’s consumer price index report. All three major U.S. stock indexes ended in negative territory in a reminder that September is a historically rough month for stocks.\nSo far this month the S&P 500 is down nearly 1.8% even as the benchmark index has gained over 18% since the beginning of the year.\n“There is a possibility that the market is simply ready to go through an overdue correction,” said Sam Stovall, chief investment strategist at CFRA Research in New York. “From a seasonality perspective, September tends to be the window dressing period for fund managers.”\nThe advent of the highly contagious Delta COVID variant has driven an increase in bearish sentiment regarding the recovery from the global health crisis, and many now expect a substantial correction in stock markets by the end of the year.\n“We’re still in a corrective mode that people have been calling for months,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “Economic data points have been missing estimates, and that has coincided with the rise in the Delta variant.”\nThe CPI report delivered a lower-than-consensus August reading, a deceleration that supports Federal Reserve Chairman Jerome Powell’s assertion that spiking inflation is transitory and calms market fears that the central bank will begin tightening monetary policy sooner than expected.\nU.S. Treasury yields dropped on the data, which pressured financial stocks, and investor favor pivoted back to growth at the expense of value. [US/]\nThe long expected corporate tax hikes, to 26.5% from 21% if Democrats prevail, are coming nearer to fruition with U.S. President Joe Biden’s $3.5 trillion budget package inching closer to passage.\nThe Dow Jones Industrial Average fell 292.06 points, or 0.84%, to 34,577.57; the S&P 500 lost 25.68 points, or 0.57%, at 4,443.05; and the Nasdaq Composite dropped 67.82 points, or 0.45%, to 15,037.76.\nAll 11 major sectors in the S&P 500 ended the session red, with energy and financials suffering the largest percentage drops.\nApple Inc unveiled its iPhone 13 and added new features to its iPad and Apple Watch gadgets in its biggest product launch event of the year as the company faces increased scrutiny in the courts over its business practices. Its shares closed down 1.0% and were the heaviest drag on the S&P 500 and the Nasdaq.\nIntuit Inc gained 1.9% following the TurboTax maker’s announcement that it would acquire digital marketing company Mailchimp for $12 billion.\nCureVac slid 8.0% after the German biotechnology company canceled manufacturing deals for its experimental COVID-19 vaccine.\nDeclining issues outnumbered advancing ones on the NYSE by a 2.25-to-1 ratio; on Nasdaq, a 2.40-to-1 ratio favored decliners.\nThe S&P 500 posted two new 52-week highs and two new lows; the Nasdaq Composite recorded 50 new highs and 107 new lows.\nVolume on U.S. exchanges was 10.07 billion shares, compared with the 9.38 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881634850,"gmtCreate":1631329581470,"gmtModify":1632883109430,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"Would rather go for stronger and valued tech stocks. Check out JD Baba or tencent","listText":"Would rather go for stronger and valued tech stocks. Check out JD Baba or tencent","text":"Would rather go for stronger and valued tech stocks. Check out JD Baba or tencent","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/881634850","repostId":"2166375184","repostType":4,"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812075749,"gmtCreate":1630544003781,"gmtModify":1631888035386,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"Adobe and boc!","listText":"Adobe and boc!","text":"Adobe and boc!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/812075749","repostId":"1102819430","repostType":4,"repost":{"id":"1102819430","kind":"news","pubTimestamp":1630543451,"share":"https://www.laohu8.com/m/news/1102819430?lang=zh_CN&edition=full","pubTime":"2021-09-02 08:44","market":"us","language":"en","title":"Bank Buybacks Hit Record Propelling Stocks To All Time HIgh<blockquote>银行回购创历史新高推动股市创历史新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1102819430","media":"zerohedge","summary":"One week ago, when the S&P was suddenly finding itself sliding lower,we reportedthatSpotGamma,Nomura","content":"<p>One week ago, when the S&P was suddenly finding itself sliding lower,we reportedthatSpotGamma,NomuraandMorgan Stanleyall warned that the S&P was on the verge of a very painful drawdown if stocks dipped below the key 4,350 support level, at which point a selling wave could quickly pull the S&P to 4,100 or lower. However that did<i><b>not</b></i>happen, preventing what could have been a very painful wipeout, as if some magical force lifted stocks higher on Thursday just as they were set to drop below they key critical.</p><p><blockquote>一周前,当标准普尔指数突然发现自己走低时,我们报道过SpotGamma、野村证券和摩根士丹利都警告说,如果股市跌破4,350点的关键支撑位,标准普尔指数将处于非常痛苦的下跌边缘,届时可能会出现抛售浪潮。将标准普尔指数拉至4,100点或更低。不管怎么说<i><b>不</b></i>发生了,阻止了一场可能非常痛苦的惨败,就好像周四股市即将跌破关键临界点时,某种神奇的力量将股市推高。</blockquote></p><p> And, as we reported, we now know what that \"force\" was: according to Bank of America, just as the S&P was about to drop the abovementioned critical gamma level,<b>\"Financials’ weekly buybacks were the largest on record since 2010 (and near-record as a percent of market cap).\"</b></p><p><blockquote>而且,正如我们报道的那样,我们现在知道了这种“力量”是什么:根据美国银行的说法,就在标准普尔指数即将下降上述临界伽马水平时,<b>“金融股的每周回购是自2010年以来有记录以来最大的一次(占市值的百分比接近历史新高)。”</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/ad08633905362c39590ced02c851d0e2\" tg-width=\"1053\" tg-height=\"373\" width=\"100%\" height=\"auto\">And while buybacks saved the market last Friday, they have also done miracles in all of 2021 because as BofA adds, \"YTD, trends are already the second highest level on record (since 2010) after 2019’s record, which was 16% higher than today’s.\"</p><p><blockquote>虽然回购上周五拯救了市场,但它们也在2021年全年创造了奇迹,因为正如美国银行补充的那样,“年初至今,趋势已经是有记录以来(自2010年以来)的第二高水平,仅次于2019年的记录,比今天高出16%。”</blockquote></p><p> Since that post, stocks have continued their merry meltup hitting a fresh all time high on Monday, and while many have been scratching their heads what was behind this relentless grind higher, we now may have an answer: the same catalyst that averted a painful slide on August 18: even more bank buybacks. Actually scratch that, make that<i><b>record</b></i>bank buybacks.</p><p><blockquote>自那篇文章发布以来,股市继续愉快地熔化,周一创下历史新高,虽然许多人一直在挠头这种无情的上涨背后是什么,但我们现在可能有了一个答案:避免痛苦下跌的相同催化剂8月18日:更多的银行回购。实际上刮那个,做那个<i><b>记录</b></i>银行回购。</blockquote></p><p> According to Bank of America's client flow strategists, while buybacks by corporate clients decelerated slightly vs.the prior week, Financials buybacks accelerated, hitting another record high.</p><p><blockquote>美国银行客户流策略师表示,虽然企业客户的回购较前一周略有放缓,但金融回购加速,再创历史新高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d04cb7b5bc6c246300d6a5228f36e53b\" tg-width=\"788\" tg-height=\"314\" width=\"100%\" height=\"auto\">While the implications are obvious, BofA's Jill Carey Hall reminds us that she noted last week that \"<i>the S&P 500 sector buying back the largest dollar amount in a given week has tended to outperform over the next several months with a >50% hit rate.</i>\"</p><p><blockquote>虽然其影响显而易见,但美国银行的吉尔·凯里·霍尔提醒我们,她上周指出“<i>在某一周内回购最大美元金额的标普500行业在接下来的几个月里往往会跑赢大盘,命中率超过50%。</i>\"</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ae028f22cae2282e0eed65a11d356c49\" tg-width=\"953\" tg-height=\"385\" width=\"100%\" height=\"auto\">Expect even more buybacks ahead: as BofA calculates, YTD, corporate client buybacks across sectors are +54% y/y but are still far from</p><p><blockquote>预计未来会有更多回购:根据美国银行的计算,年初至今,各行业的企业客户回购同比增长54%,但仍远未达到</blockquote></p><p> pre-COVID levels: -13% vs. 2019 at this time, and one of the weakest years postcrisis so far when normalized by market cap.</p><p><blockquote>COVID之前的水平:目前与2019年相比为-13%,按市值正常化计算,这是危机后迄今为止最疲软的年份之一。</blockquote></p><p> Translation: expect many more buyback-driven ramps every time stocks are about to dip below a key support level, as the banks do everything and anything to avoid a gamma wipeout.</p><p><blockquote>翻译:每次股市即将跌破关键支撑位时,预计会有更多回购驱动的上涨,因为银行会尽一切努力避免伽马崩溃。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nBank Buybacks Hit Record Propelling Stocks To All Time HIgh<blockquote>银行回购创历史新高推动股市创历史新高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-09-02 08:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>One week ago, when the S&P was suddenly finding itself sliding lower,we reportedthatSpotGamma,NomuraandMorgan Stanleyall warned that the S&P was on the verge of a very painful drawdown if stocks dipped below the key 4,350 support level, at which point a selling wave could quickly pull the S&P to 4,100 or lower. However that did<i><b>not</b></i>happen, preventing what could have been a very painful wipeout, as if some magical force lifted stocks higher on Thursday just as they were set to drop below they key critical.</p><p><blockquote>一周前,当标准普尔指数突然发现自己走低时,我们报道过SpotGamma、野村证券和摩根士丹利都警告说,如果股市跌破4,350点的关键支撑位,标准普尔指数将处于非常痛苦的下跌边缘,届时可能会出现抛售浪潮。将标准普尔指数拉至4,100点或更低。不管怎么说<i><b>不</b></i>发生了,阻止了一场可能非常痛苦的惨败,就好像周四股市即将跌破关键临界点时,某种神奇的力量将股市推高。</blockquote></p><p> And, as we reported, we now know what that \"force\" was: according to Bank of America, just as the S&P was about to drop the abovementioned critical gamma level,<b>\"Financials’ weekly buybacks were the largest on record since 2010 (and near-record as a percent of market cap).\"</b></p><p><blockquote>而且,正如我们报道的那样,我们现在知道了这种“力量”是什么:根据美国银行的说法,就在标准普尔指数即将下降上述临界伽马水平时,<b>“金融股的每周回购是自2010年以来有记录以来最大的一次(占市值的百分比接近历史新高)。”</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/ad08633905362c39590ced02c851d0e2\" tg-width=\"1053\" tg-height=\"373\" width=\"100%\" height=\"auto\">And while buybacks saved the market last Friday, they have also done miracles in all of 2021 because as BofA adds, \"YTD, trends are already the second highest level on record (since 2010) after 2019’s record, which was 16% higher than today’s.\"</p><p><blockquote>虽然回购上周五拯救了市场,但它们也在2021年全年创造了奇迹,因为正如美国银行补充的那样,“年初至今,趋势已经是有记录以来(自2010年以来)的第二高水平,仅次于2019年的记录,比今天高出16%。”</blockquote></p><p> Since that post, stocks have continued their merry meltup hitting a fresh all time high on Monday, and while many have been scratching their heads what was behind this relentless grind higher, we now may have an answer: the same catalyst that averted a painful slide on August 18: even more bank buybacks. Actually scratch that, make that<i><b>record</b></i>bank buybacks.</p><p><blockquote>自那篇文章发布以来,股市继续愉快地熔化,周一创下历史新高,虽然许多人一直在挠头这种无情的上涨背后是什么,但我们现在可能有了一个答案:避免痛苦下跌的相同催化剂8月18日:更多的银行回购。实际上刮那个,做那个<i><b>记录</b></i>银行回购。</blockquote></p><p> According to Bank of America's client flow strategists, while buybacks by corporate clients decelerated slightly vs.the prior week, Financials buybacks accelerated, hitting another record high.</p><p><blockquote>美国银行客户流策略师表示,虽然企业客户的回购较前一周略有放缓,但金融回购加速,再创历史新高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d04cb7b5bc6c246300d6a5228f36e53b\" tg-width=\"788\" tg-height=\"314\" width=\"100%\" height=\"auto\">While the implications are obvious, BofA's Jill Carey Hall reminds us that she noted last week that \"<i>the S&P 500 sector buying back the largest dollar amount in a given week has tended to outperform over the next several months with a >50% hit rate.</i>\"</p><p><blockquote>虽然其影响显而易见,但美国银行的吉尔·凯里·霍尔提醒我们,她上周指出“<i>在某一周内回购最大美元金额的标普500行业在接下来的几个月里往往会跑赢大盘,命中率超过50%。</i>\"</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ae028f22cae2282e0eed65a11d356c49\" tg-width=\"953\" tg-height=\"385\" width=\"100%\" height=\"auto\">Expect even more buybacks ahead: as BofA calculates, YTD, corporate client buybacks across sectors are +54% y/y but are still far from</p><p><blockquote>预计未来会有更多回购:根据美国银行的计算,年初至今,各行业的企业客户回购同比增长54%,但仍远未达到</blockquote></p><p> pre-COVID levels: -13% vs. 2019 at this time, and one of the weakest years postcrisis so far when normalized by market cap.</p><p><blockquote>COVID之前的水平:目前与2019年相比为-13%,按市值正常化计算,这是危机后迄今为止最疲软的年份之一。</blockquote></p><p> Translation: expect many more buyback-driven ramps every time stocks are about to dip below a key support level, as the banks do everything and anything to avoid a gamma wipeout.</p><p><blockquote>翻译:每次股市即将跌破关键支撑位时,预计会有更多回购驱动的上涨,因为银行会尽一切努力避免伽马崩溃。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.zerohedge.com/markets/bank-buybacks-hit-record-propelling-stocks-all-time-high?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">zerohedge</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.zerohedge.com/markets/bank-buybacks-hit-record-propelling-stocks-all-time-high?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102819430","content_text":"One week ago, when the S&P was suddenly finding itself sliding lower,we reportedthatSpotGamma,NomuraandMorgan Stanleyall warned that the S&P was on the verge of a very painful drawdown if stocks dipped below the key 4,350 support level, at which point a selling wave could quickly pull the S&P to 4,100 or lower. However that didnothappen, preventing what could have been a very painful wipeout, as if some magical force lifted stocks higher on Thursday just as they were set to drop below they key critical.\nAnd, as we reported, we now know what that \"force\" was: according to Bank of America, just as the S&P was about to drop the abovementioned critical gamma level,\"Financials’ weekly buybacks were the largest on record since 2010 (and near-record as a percent of market cap).\"\nAnd while buybacks saved the market last Friday, they have also done miracles in all of 2021 because as BofA adds, \"YTD, trends are already the second highest level on record (since 2010) after 2019’s record, which was 16% higher than today’s.\"\nSince that post, stocks have continued their merry meltup hitting a fresh all time high on Monday, and while many have been scratching their heads what was behind this relentless grind higher, we now may have an answer: the same catalyst that averted a painful slide on August 18: even more bank buybacks. Actually scratch that, make thatrecordbank buybacks.\nAccording to Bank of America's client flow strategists, while buybacks by corporate clients decelerated slightly vs.the prior week, Financials buybacks accelerated, hitting another record high.\nWhile the implications are obvious, BofA's Jill Carey Hall reminds us that she noted last week that \"the S&P 500 sector buying back the largest dollar amount in a given week has tended to outperform over the next several months with a >50% hit rate.\"\nExpect even more buybacks ahead: as BofA calculates, YTD, corporate client buybacks across sectors are +54% y/y but are still far from\npre-COVID levels: -13% vs. 2019 at this time, and one of the weakest years postcrisis so far when normalized by market cap.\nTranslation: expect many more buyback-driven ramps every time stocks are about to dip below a key support level, as the banks do everything and anything to avoid a gamma wipeout.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834980268,"gmtCreate":1629766765454,"gmtModify":1633682615107,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"When company issues inconsistent statement likethis, it pays to be extra cautious ","listText":"When company issues inconsistent statement likethis, it pays to be extra cautious ","text":"When company issues inconsistent statement likethis, it pays to be extra cautious","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/834980268","repostId":"2161708541","repostType":4,"isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899117903,"gmtCreate":1628168733402,"gmtModify":1633753000888,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"Pour ur lifesavings and pension funds in!!","listText":"Pour ur lifesavings and pension funds in!!","text":"Pour ur lifesavings and pension funds in!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/899117903","repostId":"2157943956","repostType":4,"isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322415057,"gmtCreate":1615820298279,"gmtModify":1703493606432,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"Intuitive surgical is interesting and worth noting","listText":"Intuitive surgical is interesting and worth noting","text":"Intuitive surgical is interesting and worth noting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/322415057","repostId":"2119775919","repostType":4,"isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860263877,"gmtCreate":1632183072399,"gmtModify":1632802285142,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Short term catalyst","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Short term catalyst","text":"$Tiger Brokers(TIGR)$Short term catalyst","images":[{"img":"https://static.tigerbbs.com/13d451fe98531fe9cb25118027a50358","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/860263877","isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":885179207,"gmtCreate":1631770922809,"gmtModify":1631883826371,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"Not its price. One price goes down a lot, it will lose some appeal to some customers as customerstreat them like prestige phone especially in developing countries","listText":"Not its price. One price goes down a lot, it will lose some appeal to some customers as customerstreat them like prestige phone especially in developing countries","text":"Not its price. One price goes down a lot, it will lose some appeal to some customers as customerstreat them like prestige phone especially in developing countries","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/885179207","repostId":"1112619991","repostType":4,"repost":{"id":"1112619991","kind":"news","pubTimestamp":1631762289,"share":"https://www.laohu8.com/m/news/1112619991?lang=zh_CN&edition=full","pubTime":"2021-09-16 11:18","market":"us","language":"en","title":"Apple's iPhone 13 secret weapon is, surprisingly, its price<blockquote>令人惊讶的是,苹果iPhone 13的秘密武器是它的价格</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112619991","media":"CNN","summary":"(CNN Business) - Apple's new iPhone 13 and 13 Pro lineup features all of the predictable upgrades: f","content":"<p><b>(CNN Business) - </b>Apple's new iPhone 13 and 13 Pro lineup features all of the predictable upgrades: faster performance, longer lasting battery life, better screen and new colors.</p><p><blockquote><b>(CNN商业)——</b>苹果的新iPhone 13和13 Pro系列具有所有可预见的升级:更快的性能、更持久的电池寿命、更好的屏幕和新的颜色。</blockquote></p><p> But the biggest -- and arguably only -- surprise with the lineup this year isn't something found inside a device: the pricing.</p><p><blockquote>但今年产品阵容中最大的——也可以说是唯一的——惊喜不是设备内部的东西:定价。</blockquote></p><p> Apple (AAPL) kept its iPhone prices mostly in line with last year's models, despite rumors they'd be priced higher than ever because of current issues with the chip supply chain. Massive discounts and trade-in offers from US carriers, in some cases amounting to a free device, are available. And the company continues to offer iPhones at a wide range of price points to appeal to more customers, with or without any groundbreaking new features or design changes this year.</p><p><blockquote>苹果(AAPL)的iPhone价格与去年的型号基本一致,尽管有传言称,由于当前芯片供应链的问题,iPhone的价格将比以往任何时候都高。美国运营商提供大量折扣和以旧换新优惠,在某些情况下相当于免费设备。该公司继续提供各种价位的iPhone,以吸引更多客户,无论今年是否有任何突破性的新功能或设计变化。</blockquote></p><p> \"Apple has become the king of the 'good, better, best' portfolio with a phone at every relevant price point, particularly given it typically keeps older models in its line-up for those that don't want to pay four figures for the latest and greatest new devices,\" said Ben Wood, chief analyst of market research firm CCS Insight. \"Add trade-in into the mix and it makes it possible to get customers signed up for a more expensive phone than they likely planned to purchase.\"</p><p><blockquote>“苹果已成为‘好、更好、最好’产品组合中的王者,在各个相关价位都有手机,特别是考虑到它通常会为那些不想支付四位数费用的人保留旧型号。最新、最棒的新设备,”市场研究公司CCS Insight首席分析师本·伍德(Ben Wood)说道。“将以旧换新加入其中,就有可能让客户注册一部比他们可能计划购买的更贵的手机。”</blockquote></p><p> <h3>Trade-in offers</h3> For people willing to trade in their existing iPhones and commit to a wireless plan for the next few years, the discounts are jaw dropping.</p><p><blockquote><h3>以旧换新优惠</h3>对于那些愿意以旧换新并承诺在未来几年购买无线计划的人来说,折扣令人瞠目结舌。</blockquote></p><p> AT&T (T), for example, is offering up to $1,000 toward a new iPhone 13 Pro and Pro Max after a trade-in, while Verizon (VZ) is touting as much as $800 off any new iPhone, essentially paying for the cost of a 128 GB iPhone 13. (WarnerMedia, the parent company of CNN, is owned by AT&T.)</p><p><blockquote>例如,AT&T(T)在以旧换新后为新款iPhone 13 Pro和Pro Max提供高达1,000美元的折扣,而Verizon(VZ)则为任何新款iPhone提供高达800美元的折扣,基本上支付了128 GB iPhone 13的成本。(CNN的母公司WarnerMedia为AT&T所有。)</blockquote></p><p> T-Mobile is offering the possibility of a free iPhone 13 for eligible trade-ins and says that with its Forever Upgrade program, users can get up to $800 off their next iPhone every two years, \"forever.\" If users buy from Apple directly and select T-Mobile as the carrier, they'll get a $700 credit toward a new iPhone. The deals go on and on.</p><p><blockquote>T-Mobile为符合条件的以旧换新提供免费iPhone 13的可能性,并表示通过其Forever升级计划,用户每两年可以“Forever”在购买下一部iPhone时获得高达800美元的折扣。如果用户直接从苹果购买并选择T-Mobile作为运营商,他们将获得700美元的新iPhone积分。交易还在继续。</blockquote></p><p> Trade-ins remain a central strategy for both mobile carriers and phone makers to drive replacement sales. The catch, however, is that users will need to trade in relatively new devices.</p><p><blockquote>以旧换新仍然是移动运营商和手机制造商推动换机销售的核心策略。然而,问题在于用户需要换购相对较新的设备。</blockquote></p><p> Trade-in offers also typically tie customers to a long contract that can include high-priced data plans. Carriers want to keep these users loyal rather than seeing them move to a competitor network -- and a discounted or free iPhone could be the right incentive to keep them there, according to David McQueen, a director at market research firm ABI Research. For Apple, it keeps customers deep within its ecosystem of products.</p><p><blockquote>以旧换新优惠通常还会将客户与长期合同联系起来,其中可能包括高价数据计划。市场研究公司ABI Research的主管David McQueen表示,运营商希望保持这些用户的忠诚度,而不是看到他们转移到竞争对手的网络,而打折或免费的iPhone可能是让他们留在那里的正确激励。对于苹果来说,它让客户深入其产品生态系统。</blockquote></p><p> <h3>Prices remain the same</h3> Not only did Apple avoid raising base prices on the iPhone, but it effectively lowered the cost of certain iPhones when factoring in higher entry-level storage options.</p><p><blockquote><h3>价格保持不变</h3>苹果不仅避免了提高iPhone的基本价格,而且在考虑到更高的入门级存储选项时,它有效地降低了某些iPhone的成本。</blockquote></p><p> As analysts at Goldman Sachs pointed out in a research note Wednesday, the price of the 128 GB and 256 GB iPhone \"was reduced when compared to those same storage capacities last year.\"</p><p><blockquote>正如高盛分析师在周三的一份研究报告中指出的那样,128 GB和256 GB iPhone的价格“与去年相同的存储容量相比有所降低”。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ddf548ab0da7c8b8768f25da4cbc011b\" tg-width=\"780\" tg-height=\"438\" width=\"100%\" height=\"auto\"><span>The many colors of the iPhone 13</span></p><p><blockquote><p class=\"t-img-caption\"><span>iPhone 13的多种颜色</span></p></blockquote></p><p> So why not raise prices this year, knowing that Apple always seems to find customers willing to pay top dollar for its devices?</p><p><blockquote>那么,既然苹果似乎总能找到愿意为其设备支付高价的客户,为什么今年不提价呢?</blockquote></p><p> \"I believe Apple is aware that it has hit a sweet spot with pricing and the marginal gain of slightly increasing prices versus the negative backlash it would face is not worth it,\" Wood said.</p><p><blockquote>伍德表示:“我相信苹果意识到,它已经达到了定价的最佳点,价格小幅上涨的边际收益与将面临的负面反弹相比是不值得的。”</blockquote></p><p> More than that, he said Apple is focused on boosting revenue from the many premium services built around the iPhone, such as iCloud storage, Apple Music and Fitness+.</p><p><blockquote>不仅如此,他表示,苹果专注于增加围绕iPhone构建的许多优质服务的收入,例如iCloud存储、苹果音乐和Fitness+。</blockquote></p><p> <h3>'Good, better, best'</h3> When Steve Jobs unveiled the iPhone in 2007, there was one device and one entry price point for users. When Tim Cook took over as CEO, the options became more plentiful: big ones, smaller ones, mini ones, and prices that range from $399 for the iPhone SE all the way up to $1,599 for the 1 terabyte version of the iPhone 13 Pro Max.</p><p><blockquote><h3>“好,更好,最好”</h3>当史蒂夫·乔布斯在2007年推出iPhone时,用户只有一种设备和一个入门价位。当蒂姆·库克接任首席执行官时,选择变得更加丰富:大的、小的、迷你的,价格从iPhone SE的399美元一直到iPhone 13 Pro Max的1599美元不等。</blockquote></p><p> The strategic effort to appeal to as many people as possible will become one of Cook's biggest legacies. It's also one that's translated to blockbuster sales. In April, Apple reported iPhone sales were at nearly $48 billion in the first quarter of 2021, a 65% increase over the same quarter last year, as consumers upgraded to iPhone 12 devices that offered 5G for the first time.</p><p><blockquote>吸引尽可能多的人的战略努力将成为库克最大的遗产之一。这也是一个转化为轰动一时的销售。今年4月,苹果报告称,随着消费者升级到首次提供5G的iPhone 12设备,2021年第一季度iPhone销售额接近480亿美元,比去年同期增长65%。</blockquote></p><p> Some things haven't changed from the Jobs days, however. There may be a much wider range of options and prices for iPhones, but Apple still doesn't come close to the lower-price tiers available on Android smartphones.</p><p><blockquote>然而,有些事情与乔布斯时代相比并没有改变。iPhone的选择和价格可能会更广泛,但苹果仍然无法接近Android智能手机上的低价等级。</blockquote></p><p></p><p> \"The company still focuses on profits and revenue rather than chasing volume and market share, which was the same mantra under Steve Jobs,\" McQueen said. \"Perhaps Jobs wouldn't have launched as many device types at different sizes, as he always feared cannibalizing revenue streams -- notably across iPad mini and larger screened iPhones.\"</p><p><blockquote>麦昆表示:“公司仍然专注于利润和收入,而不是追逐销量和市场份额,这也是史蒂夫·乔布斯领导下的口号。”“也许乔布斯不会推出那么多不同尺寸的设备类型,因为他一直担心会蚕食收入来源——尤其是iPad mini和大屏幕iPhone。”</blockquote></p><p> Still, the number of iPhone variations and price points has only helped it appeal to more buyers -- and it most likely will again this year, too.</p><p><blockquote>尽管如此,iPhone的变化和价位的数量只会帮助它吸引更多的买家——今年很可能也会再次如此。</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's iPhone 13 secret weapon is, surprisingly, its price<blockquote>令人惊讶的是,苹果iPhone 13的秘密武器是它的价格</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's iPhone 13 secret weapon is, surprisingly, its price<blockquote>令人惊讶的是,苹果iPhone 13的秘密武器是它的价格</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNN</strong><span class=\"h-time small\">2021-09-16 11:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>(CNN Business) - </b>Apple's new iPhone 13 and 13 Pro lineup features all of the predictable upgrades: faster performance, longer lasting battery life, better screen and new colors.</p><p><blockquote><b>(CNN商业)——</b>苹果的新iPhone 13和13 Pro系列具有所有可预见的升级:更快的性能、更持久的电池寿命、更好的屏幕和新的颜色。</blockquote></p><p> But the biggest -- and arguably only -- surprise with the lineup this year isn't something found inside a device: the pricing.</p><p><blockquote>但今年产品阵容中最大的——也可以说是唯一的——惊喜不是设备内部的东西:定价。</blockquote></p><p> Apple (AAPL) kept its iPhone prices mostly in line with last year's models, despite rumors they'd be priced higher than ever because of current issues with the chip supply chain. Massive discounts and trade-in offers from US carriers, in some cases amounting to a free device, are available. And the company continues to offer iPhones at a wide range of price points to appeal to more customers, with or without any groundbreaking new features or design changes this year.</p><p><blockquote>苹果(AAPL)的iPhone价格与去年的型号基本一致,尽管有传言称,由于当前芯片供应链的问题,iPhone的价格将比以往任何时候都高。美国运营商提供大量折扣和以旧换新优惠,在某些情况下相当于免费设备。该公司继续提供各种价位的iPhone,以吸引更多客户,无论今年是否有任何突破性的新功能或设计变化。</blockquote></p><p> \"Apple has become the king of the 'good, better, best' portfolio with a phone at every relevant price point, particularly given it typically keeps older models in its line-up for those that don't want to pay four figures for the latest and greatest new devices,\" said Ben Wood, chief analyst of market research firm CCS Insight. \"Add trade-in into the mix and it makes it possible to get customers signed up for a more expensive phone than they likely planned to purchase.\"</p><p><blockquote>“苹果已成为‘好、更好、最好’产品组合中的王者,在各个相关价位都有手机,特别是考虑到它通常会为那些不想支付四位数费用的人保留旧型号。最新、最棒的新设备,”市场研究公司CCS Insight首席分析师本·伍德(Ben Wood)说道。“将以旧换新加入其中,就有可能让客户注册一部比他们可能计划购买的更贵的手机。”</blockquote></p><p> <h3>Trade-in offers</h3> For people willing to trade in their existing iPhones and commit to a wireless plan for the next few years, the discounts are jaw dropping.</p><p><blockquote><h3>以旧换新优惠</h3>对于那些愿意以旧换新并承诺在未来几年购买无线计划的人来说,折扣令人瞠目结舌。</blockquote></p><p> AT&T (T), for example, is offering up to $1,000 toward a new iPhone 13 Pro and Pro Max after a trade-in, while Verizon (VZ) is touting as much as $800 off any new iPhone, essentially paying for the cost of a 128 GB iPhone 13. (WarnerMedia, the parent company of CNN, is owned by AT&T.)</p><p><blockquote>例如,AT&T(T)在以旧换新后为新款iPhone 13 Pro和Pro Max提供高达1,000美元的折扣,而Verizon(VZ)则为任何新款iPhone提供高达800美元的折扣,基本上支付了128 GB iPhone 13的成本。(CNN的母公司WarnerMedia为AT&T所有。)</blockquote></p><p> T-Mobile is offering the possibility of a free iPhone 13 for eligible trade-ins and says that with its Forever Upgrade program, users can get up to $800 off their next iPhone every two years, \"forever.\" If users buy from Apple directly and select T-Mobile as the carrier, they'll get a $700 credit toward a new iPhone. The deals go on and on.</p><p><blockquote>T-Mobile为符合条件的以旧换新提供免费iPhone 13的可能性,并表示通过其Forever升级计划,用户每两年可以“Forever”在购买下一部iPhone时获得高达800美元的折扣。如果用户直接从苹果购买并选择T-Mobile作为运营商,他们将获得700美元的新iPhone积分。交易还在继续。</blockquote></p><p> Trade-ins remain a central strategy for both mobile carriers and phone makers to drive replacement sales. The catch, however, is that users will need to trade in relatively new devices.</p><p><blockquote>以旧换新仍然是移动运营商和手机制造商推动换机销售的核心策略。然而,问题在于用户需要换购相对较新的设备。</blockquote></p><p> Trade-in offers also typically tie customers to a long contract that can include high-priced data plans. Carriers want to keep these users loyal rather than seeing them move to a competitor network -- and a discounted or free iPhone could be the right incentive to keep them there, according to David McQueen, a director at market research firm ABI Research. For Apple, it keeps customers deep within its ecosystem of products.</p><p><blockquote>以旧换新优惠通常还会将客户与长期合同联系起来,其中可能包括高价数据计划。市场研究公司ABI Research的主管David McQueen表示,运营商希望保持这些用户的忠诚度,而不是看到他们转移到竞争对手的网络,而打折或免费的iPhone可能是让他们留在那里的正确激励。对于苹果来说,它让客户深入其产品生态系统。</blockquote></p><p> <h3>Prices remain the same</h3> Not only did Apple avoid raising base prices on the iPhone, but it effectively lowered the cost of certain iPhones when factoring in higher entry-level storage options.</p><p><blockquote><h3>价格保持不变</h3>苹果不仅避免了提高iPhone的基本价格,而且在考虑到更高的入门级存储选项时,它有效地降低了某些iPhone的成本。</blockquote></p><p> As analysts at Goldman Sachs pointed out in a research note Wednesday, the price of the 128 GB and 256 GB iPhone \"was reduced when compared to those same storage capacities last year.\"</p><p><blockquote>正如高盛分析师在周三的一份研究报告中指出的那样,128 GB和256 GB iPhone的价格“与去年相同的存储容量相比有所降低”。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ddf548ab0da7c8b8768f25da4cbc011b\" tg-width=\"780\" tg-height=\"438\" width=\"100%\" height=\"auto\"><span>The many colors of the iPhone 13</span></p><p><blockquote><p class=\"t-img-caption\"><span>iPhone 13的多种颜色</span></p></blockquote></p><p> So why not raise prices this year, knowing that Apple always seems to find customers willing to pay top dollar for its devices?</p><p><blockquote>那么,既然苹果似乎总能找到愿意为其设备支付高价的客户,为什么今年不提价呢?</blockquote></p><p> \"I believe Apple is aware that it has hit a sweet spot with pricing and the marginal gain of slightly increasing prices versus the negative backlash it would face is not worth it,\" Wood said.</p><p><blockquote>伍德表示:“我相信苹果意识到,它已经达到了定价的最佳点,价格小幅上涨的边际收益与将面临的负面反弹相比是不值得的。”</blockquote></p><p> More than that, he said Apple is focused on boosting revenue from the many premium services built around the iPhone, such as iCloud storage, Apple Music and Fitness+.</p><p><blockquote>不仅如此,他表示,苹果专注于增加围绕iPhone构建的许多优质服务的收入,例如iCloud存储、苹果音乐和Fitness+。</blockquote></p><p> <h3>'Good, better, best'</h3> When Steve Jobs unveiled the iPhone in 2007, there was one device and one entry price point for users. When Tim Cook took over as CEO, the options became more plentiful: big ones, smaller ones, mini ones, and prices that range from $399 for the iPhone SE all the way up to $1,599 for the 1 terabyte version of the iPhone 13 Pro Max.</p><p><blockquote><h3>“好,更好,最好”</h3>当史蒂夫·乔布斯在2007年推出iPhone时,用户只有一种设备和一个入门价位。当蒂姆·库克接任首席执行官时,选择变得更加丰富:大的、小的、迷你的,价格从iPhone SE的399美元一直到iPhone 13 Pro Max的1599美元不等。</blockquote></p><p> The strategic effort to appeal to as many people as possible will become one of Cook's biggest legacies. It's also one that's translated to blockbuster sales. In April, Apple reported iPhone sales were at nearly $48 billion in the first quarter of 2021, a 65% increase over the same quarter last year, as consumers upgraded to iPhone 12 devices that offered 5G for the first time.</p><p><blockquote>吸引尽可能多的人的战略努力将成为库克最大的遗产之一。这也是一个转化为轰动一时的销售。今年4月,苹果报告称,随着消费者升级到首次提供5G的iPhone 12设备,2021年第一季度iPhone销售额接近480亿美元,比去年同期增长65%。</blockquote></p><p> Some things haven't changed from the Jobs days, however. There may be a much wider range of options and prices for iPhones, but Apple still doesn't come close to the lower-price tiers available on Android smartphones.</p><p><blockquote>然而,有些事情与乔布斯时代相比并没有改变。iPhone的选择和价格可能会更广泛,但苹果仍然无法接近Android智能手机上的低价等级。</blockquote></p><p></p><p> \"The company still focuses on profits and revenue rather than chasing volume and market share, which was the same mantra under Steve Jobs,\" McQueen said. \"Perhaps Jobs wouldn't have launched as many device types at different sizes, as he always feared cannibalizing revenue streams -- notably across iPad mini and larger screened iPhones.\"</p><p><blockquote>麦昆表示:“公司仍然专注于利润和收入,而不是追逐销量和市场份额,这也是史蒂夫·乔布斯领导下的口号。”“也许乔布斯不会推出那么多不同尺寸的设备类型,因为他一直担心会蚕食收入来源——尤其是iPad mini和大屏幕iPhone。”</blockquote></p><p> Still, the number of iPhone variations and price points has only helped it appeal to more buyers -- and it most likely will again this year, too.</p><p><blockquote>尽管如此,iPhone的变化和价位的数量只会帮助它吸引更多的买家——今年很可能也会再次如此。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://edition.cnn.com/2021/09/15/tech/iphone-13-price-deals/index.html\">CNN</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://edition.cnn.com/2021/09/15/tech/iphone-13-price-deals/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112619991","content_text":"(CNN Business) - Apple's new iPhone 13 and 13 Pro lineup features all of the predictable upgrades: faster performance, longer lasting battery life, better screen and new colors.\nBut the biggest -- and arguably only -- surprise with the lineup this year isn't something found inside a device: the pricing.\nApple (AAPL) kept its iPhone prices mostly in line with last year's models, despite rumors they'd be priced higher than ever because of current issues with the chip supply chain. Massive discounts and trade-in offers from US carriers, in some cases amounting to a free device, are available. And the company continues to offer iPhones at a wide range of price points to appeal to more customers, with or without any groundbreaking new features or design changes this year.\n\"Apple has become the king of the 'good, better, best' portfolio with a phone at every relevant price point, particularly given it typically keeps older models in its line-up for those that don't want to pay four figures for the latest and greatest new devices,\" said Ben Wood, chief analyst of market research firm CCS Insight. \"Add trade-in into the mix and it makes it possible to get customers signed up for a more expensive phone than they likely planned to purchase.\"\nTrade-in offers\nFor people willing to trade in their existing iPhones and commit to a wireless plan for the next few years, the discounts are jaw dropping.\nAT&T (T), for example, is offering up to $1,000 toward a new iPhone 13 Pro and Pro Max after a trade-in, while Verizon (VZ) is touting as much as $800 off any new iPhone, essentially paying for the cost of a 128 GB iPhone 13. (WarnerMedia, the parent company of CNN, is owned by AT&T.)\nT-Mobile is offering the possibility of a free iPhone 13 for eligible trade-ins and says that with its Forever Upgrade program, users can get up to $800 off their next iPhone every two years, \"forever.\" If users buy from Apple directly and select T-Mobile as the carrier, they'll get a $700 credit toward a new iPhone. The deals go on and on.\nTrade-ins remain a central strategy for both mobile carriers and phone makers to drive replacement sales. The catch, however, is that users will need to trade in relatively new devices.\nTrade-in offers also typically tie customers to a long contract that can include high-priced data plans. Carriers want to keep these users loyal rather than seeing them move to a competitor network -- and a discounted or free iPhone could be the right incentive to keep them there, according to David McQueen, a director at market research firm ABI Research. For Apple, it keeps customers deep within its ecosystem of products.\nPrices remain the same\nNot only did Apple avoid raising base prices on the iPhone, but it effectively lowered the cost of certain iPhones when factoring in higher entry-level storage options.\nAs analysts at Goldman Sachs pointed out in a research note Wednesday, the price of the 128 GB and 256 GB iPhone \"was reduced when compared to those same storage capacities last year.\"\nThe many colors of the iPhone 13\nSo why not raise prices this year, knowing that Apple always seems to find customers willing to pay top dollar for its devices?\n\"I believe Apple is aware that it has hit a sweet spot with pricing and the marginal gain of slightly increasing prices versus the negative backlash it would face is not worth it,\" Wood said.\nMore than that, he said Apple is focused on boosting revenue from the many premium services built around the iPhone, such as iCloud storage, Apple Music and Fitness+.\n'Good, better, best'\nWhen Steve Jobs unveiled the iPhone in 2007, there was one device and one entry price point for users. When Tim Cook took over as CEO, the options became more plentiful: big ones, smaller ones, mini ones, and prices that range from $399 for the iPhone SE all the way up to $1,599 for the 1 terabyte version of the iPhone 13 Pro Max.\nThe strategic effort to appeal to as many people as possible will become one of Cook's biggest legacies. It's also one that's translated to blockbuster sales. In April, Apple reported iPhone sales were at nearly $48 billion in the first quarter of 2021, a 65% increase over the same quarter last year, as consumers upgraded to iPhone 12 devices that offered 5G for the first time.\nSome things haven't changed from the Jobs days, however. There may be a much wider range of options and prices for iPhones, but Apple still doesn't come close to the lower-price tiers available on Android smartphones.\n\"The company still focuses on profits and revenue rather than chasing volume and market share, which was the same mantra under Steve Jobs,\" McQueen said. \"Perhaps Jobs wouldn't have launched as many device types at different sizes, as he always feared cannibalizing revenue streams -- notably across iPad mini and larger screened iPhones.\"\nStill, the number of iPhone variations and price points has only helped it appeal to more buyers -- and it most likely will again this year, too.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838558822,"gmtCreate":1629420696866,"gmtModify":1633684993211,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"S&p500 - never stop hitting new high. Well done!! Euphoria! Hooryay!!","listText":"S&p500 - never stop hitting new high. Well done!! Euphoria! Hooryay!!","text":"S&p500 - never stop hitting new high. Well done!! Euphoria! Hooryay!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838558822","repostId":"2160915795","repostType":4,"isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831580233,"gmtCreate":1629334993822,"gmtModify":1633685617748,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"Question is whether consumers will entryst facebook with such huge payment?","listText":"Question is whether consumers will entryst facebook with such huge payment?","text":"Question is whether consumers will entryst facebook with such huge payment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/831580233","repostId":"2160755884","repostType":4,"isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}