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Jabinlim
2022-02-01
Not new news
Moderna shares rose nearly 2% in premarket trading<blockquote>Moderna股价在盘前交易中上涨近2%</blockquote>
Jabinlim
2022-01-27
Market dying
11 arguments that will define 'titanic battle' between stock market bulls and bears as Fed lifts rates<blockquote>随着美联储加息,11个论点将定义股市多头和空头之间的“泰坦尼克号之战”</blockquote>
Jabinlim
2022-01-22
Nice
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Jabinlim
2022-01-20
Bear market now
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Jabinlim
2022-01-19
Support broke
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Jabinlim
2022-01-17
Upside? U mean downside lol
Moderna: High Upside Potential At Current Prices<blockquote>Moderna:当前价格上涨潜力巨大</blockquote>
Jabinlim
2022-01-16
Nice
Trump SPAC Tops Financial Gainers This Week, Neobank Nu Holdings Falls the Most<blockquote>特朗普SPAC本周涨幅居前,Neobank Nu Holdings跌幅最大</blockquote>
Jabinlim
2022-01-16
All going down
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Jabinlim
2022-01-15
Downtrend
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Jabinlim
2022-01-15
None lol
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Jabinlim
2021-12-28
480 in Jan
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Jabinlim
2021-12-27
New ATH coming
Santa Claus Rally watch: What to know this week<blockquote>圣诞老人集会观察:本周需要了解什么</blockquote>
Jabinlim
2021-12-25
Bullish for 2022?
Will Apple or Microsoft hit $3 trillion next year? 10 tech predictions for 2022<blockquote>苹果或微软明年会达到3万亿美元吗?2022年10项技术预测</blockquote>
Jabinlim
2021-12-24
Still alot of room up
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Jabinlim
2021-12-23
Rally now
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Jabinlim
2021-12-22
Still low
Singapore Stock Market Tipped To Open In The Green<blockquote>新加坡股市有望开盘上涨</blockquote>
Jabinlim
2021-12-21
Gonna hit 200ma
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Jabinlim
2021-12-20
Only 11bln? [LOL]
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Jabinlim
2021-12-17
No Santa Claus rally this year lol
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Jabinlim
2021-12-16
Going up at last?
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去老虎APP查看更多动态
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new news","listText":"Not new news","text":"Not new news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633945011","repostId":"1104960033","repostType":4,"repost":{"id":"1104960033","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":1643708601,"share":"https://www.laohu8.com/m/news/1104960033?lang=zh_CN&edition=full","pubTime":"2022-02-01 17:43","market":"us","language":"en","title":"Moderna shares rose nearly 2% in premarket trading<blockquote>Moderna股价在盘前交易中上涨近2%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1104960033","media":"Tiger Newspress","summary":"Moderna shares rose nearly 2% in premarket trading.The Food and Drug Administration granted full app","content":"<p><html><head></head><body>Moderna shares rose nearly 2% in premarket trading.<img src=\"https://static.tigerbbs.com/df7cce5af9a1eb22cc55b80d0ad71c64\" tg-width=\"709\" tg-height=\"605\" referrerpolicy=\"no-referrer\"/>The Food and Drug Administration granted full approval on Monday (Jan 31) to Moderna's coronavirus vaccine, the second-most widely used in the United States and the second to receive full regulatory approval.</p><p><blockquote><html><head></head><body>Moderna股价在盘前交易中上涨近2%。美国食品药品监督管理局周一(1月31日)完全批准了Moderna的冠状病毒疫苗,这是美国第二广泛使用的疫苗,也是第二个获得完全监管批准的疫苗。</body></html></blockquote></p><p>The vaccine, which can be administered to adults and has been shown to be highly effective at preventing virus infections and severe cases of Covid-19, has been in use for more than a year under an emergency-use authorisation.</p><p><blockquote>该疫苗可用于成人,已被证明在预防病毒感染和新冠肺炎重症病例方面非常有效,已根据紧急使用授权使用一年多。</blockquote></p><p>That rigorous standard lets federal regulators allow use of the shot in a public health emergency before they complete a longer and more detailed review.</p><p><blockquote>这一严格的标准允许联邦监管机构在完成更长、更详细的审查之前,允许在公共卫生紧急情况下使用该疫苗。</blockquote></p><p>The vaccine received emergency-use authorisation in December 2020.</p><p><blockquote>该疫苗于2020年12月获得紧急使用授权。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Moderna shares rose nearly 2% in premarket trading<blockquote>Moderna股价在盘前交易中上涨近2%</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\">\nModerna shares rose nearly 2% in premarket trading<blockquote>Moderna股价在盘前交易中上涨近2%</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\">2022-02-01 17:43</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Moderna shares rose nearly 2% in premarket trading.<img src=\"https://static.tigerbbs.com/df7cce5af9a1eb22cc55b80d0ad71c64\" tg-width=\"709\" tg-height=\"605\" referrerpolicy=\"no-referrer\"/>The Food and Drug Administration granted full approval on Monday (Jan 31) to Moderna's coronavirus vaccine, the second-most widely used in the United States and the second to receive full regulatory approval.</p><p><blockquote><html><head></head><body>Moderna股价在盘前交易中上涨近2%。美国食品药品监督管理局周一(1月31日)完全批准了Moderna的冠状病毒疫苗,这是美国第二广泛使用的疫苗,也是第二个获得完全监管批准的疫苗。</body></html></blockquote></p><p>The vaccine, which can be administered to adults and has been shown to be highly effective at preventing virus infections and severe cases of Covid-19, has been in use for more than a year under an emergency-use authorisation.</p><p><blockquote>该疫苗可用于成人,已被证明在预防病毒感染和新冠肺炎重症病例方面非常有效,已根据紧急使用授权使用一年多。</blockquote></p><p>That rigorous standard lets federal regulators allow use of the shot in a public health emergency before they complete a longer and more detailed review.</p><p><blockquote>这一严格的标准允许联邦监管机构在完成更长、更详细的审查之前,允许在公共卫生紧急情况下使用该疫苗。</blockquote></p><p>The vaccine received emergency-use authorisation in December 2020.</p><p><blockquote>该疫苗于2020年12月获得紧急使用授权。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104960033","content_text":"Moderna shares rose nearly 2% in premarket trading.The Food and Drug Administration granted full approval on Monday (Jan 31) to Moderna's coronavirus vaccine, the second-most widely used in the United States and the second to receive full regulatory approval.The vaccine, which can be administered to adults and has been shown to be highly effective at preventing virus infections and severe cases of Covid-19, has been in use for more than a year under an emergency-use authorisation.That rigorous standard lets federal regulators allow use of the shot in a public health emergency before they complete a longer and more detailed review.The vaccine received emergency-use authorisation in December 2020.","news_type":1,"symbols_score_info":{"MRNA":0.9}},"isVote":1,"tweetType":1,"viewCount":3593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639879767,"gmtCreate":1643262099352,"gmtModify":1643262099632,"author":{"id":"3574724399840291","authorId":"3574724399840291","name":"Jabinlim","avatar":"https://static.tigerbbs.com/16b7f0f6ddc76fb4fc1d066ca1b55493","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"themes":[],"htmlText":"Market dying ","listText":"Market dying ","text":"Market dying","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639879767","repostId":"2206894951","repostType":4,"repost":{"id":"2206894951","kind":"highlight","pubTimestamp":1643242860,"share":"https://www.laohu8.com/m/news/2206894951?lang=zh_CN&edition=full","pubTime":"2022-01-27 08:21","market":"us","language":"en","title":"11 arguments that will define 'titanic battle' between stock market bulls and bears as Fed lifts rates<blockquote>随着美联储加息,11个论点将定义股市多头和空头之间的“泰坦尼克号之战”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2206894951","media":"MarketWatch","summary":"Equity market won't be a 'one-way street' as hiking cycle gets under way: Deutsche Bank's RuskinFede","content":"<p><html><head></head><body>Equity market won't be a 'one-way street' as hiking cycle gets under way: Deutsche Bank's Ruskin</p><p><blockquote><html><head></head><body>德意志银行罗斯金:随着加息周期的开始,股市不会成为“单行道”</body></html></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4dd6bbcfb2a13d8db8a001db7e33935d\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Federal Reserve Chairman Jerome Powell Pool/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>美联储主席杰罗姆·鲍威尔普尔/盖蒂图片社</span></p></blockquote></p><p>Stock-market bulls and bears are set to fight a "titanic battle" in the months ahead as the Federal Reserve prepares to lift interest rates, a top macro strategist warned late Tuesday.</p><p><blockquote>一位顶级宏观策略师周二晚间警告称,随着美联储准备加息,股市多头和空头将在未来几个月进行一场“激烈的战斗”。</blockquote></p><p>The equity market, which has stumbled heavily to begin 2022, as Treasury yields rose and investors ramped up expectations for an aggressive series of rate increases and other measures by the Fed, will be "far from a one-way street," wrote Deutsche Bank's Alan Ruskin in a note.</p><p><blockquote>德意志银行写道,随着美国国债收益率上升以及投资者对美联储一系列激进加息和其他措施的预期升温,股市在2022年初遭受重挫,这将“远非单行道”。艾伦·罗斯金在一份报告中。</blockquote></p><p>To that end, he offered up a list of 11 arguments "that bulls and bear can use to counterpunch each other." (See below.)</p><p><blockquote>为此,他列出了“多头和空头可以用来相互反击”的11个论点。(见下文。)</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/49b64fadbdf92f854ed038d2058dbb18\" tg-width=\"700\" tg-height=\"623\" width=\"100%\" height=\"auto\"/><span>Deutsche Bank</span></p><p><blockquote><p class=\"t-img-caption\"><span>德意志银行</span></p></blockquote></p><p>"As always it is how these factors are ranked and weighted in importance that counts. For example the idea that the Fed is taking away the punch bowl may be enough to trump most the other factors -- although historically (and contrary to popular opinion) equities have generally done reasonably well when tightening is under way," Ruskin wrote.</p><p><blockquote>“一如既往,重要的是这些因素的排名和重要性权重。例如,美联储正在拿走潘趣酒碗的想法可能足以压倒大多数其他因素——尽管从历史上看(与流行观点相反)当紧缩正在进行时,股票通常表现相当好,”罗斯金写道。</blockquote></p><p>As noted by MarketWatch's Mark DeCambre, data compiled by Dow Jones Market Data going back to 1989 shows the average return for the Dow Jones Industrial Average during hiking cycles is nearly 55%, while the S&P 500 has seen an average rise of 62.9% and the Nasdaq Composite has averaged a positive return of 102.7%.</p><p><blockquote>正如MarketWatch的Mark DeCambre所指出的,道琼斯市场数据汇编的1989年以来的数据显示,道琼斯工业平均指数在加息周期中的平均回报率接近55%,而标普500的平均涨幅为62.9%,纳斯达克综合指数的平均正回报率为102.7%。</blockquote></p><p>The Fed, at the conclusion of its two-day meeting on Wednesday, issued a statement that laid the groundwork for a widely expected March rate increase. Stocks initially extended gains following the policy statement, then erased their advance during Federal Reserve Chairman Jerome Powell's news conference, ending mostly lower.</p><p><blockquote>美联储在周三为期两天的会议结束时发表了一份声明,为人们普遍预期的3月份加息奠定了基础。政策声明发布后,股市最初扩大涨幅,然后在美联储主席杰罗姆·鲍威尔的新闻发布会上抹去涨幅,最终大多走低。</blockquote></p><p>Traders have priced in an aggressive round of rate hikes in 2022. Some have even penciled in the possibility of a 50 basis point, or 0.5 percentage point, rise in March rather than the more widely expected, and usual, 25-basis-point rise. Some market watchers contend that market participants have become overly aggressive on rate expectations, leaving room for a positive surprise if Powell doesn't significantly enhance the central bank's already hawkish posture.</p><p><blockquote>交易员已经消化了2022年一轮激进加息的影响。一些人甚至预计3月份加息50个基点或0.5个百分点的可能性,而不是更广泛预期和通常的25个基点。一些市场观察人士认为,市场参与者对利率预期变得过于激进,如果鲍威尔不显着增强央行本已强硬的姿态,就会出现积极的意外。</blockquote></p><p>Looking ahead, Ruskin said risky assets are likely to be resilient to 25 basis point rate increases at the March, May and June meetings, even if that pace isn't fully priced into the market, "as long as the path of tightening does not acknowledge a still quicker and more extensive tightening cycle ahead."</p><p><blockquote>展望未来,罗斯金表示,风险资产可能对3月、5月和6月会议上加息25个基点具有弹性,即使这一步伐没有完全反映在市场中,“只要紧缩路径不承认未来将出现更快、更广泛的紧缩周期。”</blockquote></p><p>He noted that the market has only a little more than 50 basis points of hikes priced in for 2023, helping to keep expectations for the ceiling on the fed-funds rate, referred to as the terminal rate, below 2%.</p><p><blockquote>他指出,市场预计2023年加息仅略高于50个基点,这有助于将联邦基金利率上限(即最终利率)的预期保持在2%以下。</blockquote></p><p></body></html></p><p><blockquote></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>11 arguments that will define 'titanic battle' between stock market bulls and bears as Fed lifts rates<blockquote>随着美联储加息,11个论点将定义股市多头和空头之间的“泰坦尼克号之战”</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\">\n11 arguments that will define 'titanic battle' between stock market bulls and bears as Fed lifts rates<blockquote>随着美联储加息,11个论点将定义股市多头和空头之间的“泰坦尼克号之战”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2022-01-27 08:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Equity market won't be a 'one-way street' as hiking cycle gets under way: Deutsche Bank's Ruskin</p><p><blockquote><html><head></head><body>德意志银行罗斯金:随着加息周期的开始,股市不会成为“单行道”</body></html></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4dd6bbcfb2a13d8db8a001db7e33935d\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Federal Reserve Chairman Jerome Powell Pool/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>美联储主席杰罗姆·鲍威尔普尔/盖蒂图片社</span></p></blockquote></p><p>Stock-market bulls and bears are set to fight a "titanic battle" in the months ahead as the Federal Reserve prepares to lift interest rates, a top macro strategist warned late Tuesday.</p><p><blockquote>一位顶级宏观策略师周二晚间警告称,随着美联储准备加息,股市多头和空头将在未来几个月进行一场“激烈的战斗”。</blockquote></p><p>The equity market, which has stumbled heavily to begin 2022, as Treasury yields rose and investors ramped up expectations for an aggressive series of rate increases and other measures by the Fed, will be "far from a one-way street," wrote Deutsche Bank's Alan Ruskin in a note.</p><p><blockquote>德意志银行写道,随着美国国债收益率上升以及投资者对美联储一系列激进加息和其他措施的预期升温,股市在2022年初遭受重挫,这将“远非单行道”。艾伦·罗斯金在一份报告中。</blockquote></p><p>To that end, he offered up a list of 11 arguments "that bulls and bear can use to counterpunch each other." (See below.)</p><p><blockquote>为此,他列出了“多头和空头可以用来相互反击”的11个论点。(见下文。)</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/49b64fadbdf92f854ed038d2058dbb18\" tg-width=\"700\" tg-height=\"623\" width=\"100%\" height=\"auto\"/><span>Deutsche Bank</span></p><p><blockquote><p class=\"t-img-caption\"><span>德意志银行</span></p></blockquote></p><p>"As always it is how these factors are ranked and weighted in importance that counts. For example the idea that the Fed is taking away the punch bowl may be enough to trump most the other factors -- although historically (and contrary to popular opinion) equities have generally done reasonably well when tightening is under way," Ruskin wrote.</p><p><blockquote>“一如既往,重要的是这些因素的排名和重要性权重。例如,美联储正在拿走潘趣酒碗的想法可能足以压倒大多数其他因素——尽管从历史上看(与流行观点相反)当紧缩正在进行时,股票通常表现相当好,”罗斯金写道。</blockquote></p><p>As noted by MarketWatch's Mark DeCambre, data compiled by Dow Jones Market Data going back to 1989 shows the average return for the Dow Jones Industrial Average during hiking cycles is nearly 55%, while the S&P 500 has seen an average rise of 62.9% and the Nasdaq Composite has averaged a positive return of 102.7%.</p><p><blockquote>正如MarketWatch的Mark DeCambre所指出的,道琼斯市场数据汇编的1989年以来的数据显示,道琼斯工业平均指数在加息周期中的平均回报率接近55%,而标普500的平均涨幅为62.9%,纳斯达克综合指数的平均正回报率为102.7%。</blockquote></p><p>The Fed, at the conclusion of its two-day meeting on Wednesday, issued a statement that laid the groundwork for a widely expected March rate increase. Stocks initially extended gains following the policy statement, then erased their advance during Federal Reserve Chairman Jerome Powell's news conference, ending mostly lower.</p><p><blockquote>美联储在周三为期两天的会议结束时发表了一份声明,为人们普遍预期的3月份加息奠定了基础。政策声明发布后,股市最初扩大涨幅,然后在美联储主席杰罗姆·鲍威尔的新闻发布会上抹去涨幅,最终大多走低。</blockquote></p><p>Traders have priced in an aggressive round of rate hikes in 2022. Some have even penciled in the possibility of a 50 basis point, or 0.5 percentage point, rise in March rather than the more widely expected, and usual, 25-basis-point rise. Some market watchers contend that market participants have become overly aggressive on rate expectations, leaving room for a positive surprise if Powell doesn't significantly enhance the central bank's already hawkish posture.</p><p><blockquote>交易员已经消化了2022年一轮激进加息的影响。一些人甚至预计3月份加息50个基点或0.5个百分点的可能性,而不是更广泛预期和通常的25个基点。一些市场观察人士认为,市场参与者对利率预期变得过于激进,如果鲍威尔不显着增强央行本已强硬的姿态,就会出现积极的意外。</blockquote></p><p>Looking ahead, Ruskin said risky assets are likely to be resilient to 25 basis point rate increases at the March, May and June meetings, even if that pace isn't fully priced into the market, "as long as the path of tightening does not acknowledge a still quicker and more extensive tightening cycle ahead."</p><p><blockquote>展望未来,罗斯金表示,风险资产可能对3月、5月和6月会议上加息25个基点具有弹性,即使这一步伐没有完全反映在市场中,“只要紧缩路径不承认未来将出现更快、更广泛的紧缩周期。”</blockquote></p><p>He noted that the market has only a little more than 50 basis points of hikes priced in for 2023, helping to keep expectations for the ceiling on the fed-funds rate, referred to as the terminal rate, below 2%.</p><p><blockquote>他指出,市场预计2023年加息仅略高于50个基点,这有助于将联邦基金利率上限(即最终利率)的预期保持在2%以下。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/11-arguments-that-will-define-titanic-stock-market-battle-as-fed-raises-rates-11643219294?mod=hp_LATEST&adobe_mc=MCMID%3D03250748340802259633376614514522268876%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1643242671\">MarketWatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/11-arguments-that-will-define-titanic-stock-market-battle-as-fed-raises-rates-11643219294?mod=hp_LATEST&adobe_mc=MCMID%3D03250748340802259633376614514522268876%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1643242671","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2206894951","content_text":"Equity market won't be a 'one-way street' as hiking cycle gets under way: Deutsche Bank's RuskinFederal Reserve Chairman Jerome Powell Pool/Getty ImagesStock-market bulls and bears are set to fight a \"titanic battle\" in the months ahead as the Federal Reserve prepares to lift interest rates, a top macro strategist warned late Tuesday.The equity market, which has stumbled heavily to begin 2022, as Treasury yields rose and investors ramped up expectations for an aggressive series of rate increases and other measures by the Fed, will be \"far from a one-way street,\" wrote Deutsche Bank's Alan Ruskin in a note.To that end, he offered up a list of 11 arguments \"that bulls and bear can use to counterpunch each other.\" (See below.)Deutsche Bank\"As always it is how these factors are ranked and weighted in importance that counts. For example the idea that the Fed is taking away the punch bowl may be enough to trump most the other factors -- although historically (and contrary to popular opinion) equities have generally done reasonably well when tightening is under way,\" Ruskin wrote.As noted by MarketWatch's Mark DeCambre, data compiled by Dow Jones Market Data going back to 1989 shows the average return for the Dow Jones Industrial Average during hiking cycles is nearly 55%, while the S&P 500 has seen an average rise of 62.9% and the Nasdaq Composite has averaged a positive return of 102.7%.The Fed, at the conclusion of its two-day meeting on Wednesday, issued a statement that laid the groundwork for a widely expected March rate increase. Stocks initially extended gains following the policy statement, then erased their advance during Federal Reserve Chairman Jerome Powell's news conference, ending mostly lower.Traders have priced in an aggressive round of rate hikes in 2022. Some have even penciled in the possibility of a 50 basis point, or 0.5 percentage point, rise in March rather than the more widely expected, and usual, 25-basis-point rise. Some market watchers contend that market participants have become overly aggressive on rate expectations, leaving room for a positive surprise if Powell doesn't significantly enhance the central bank's already hawkish posture.Looking ahead, Ruskin said risky assets are likely to be resilient to 25 basis point rate increases at the March, May and June meetings, even if that pace isn't fully priced into the market, \"as long as the path of tightening does not acknowledge a still quicker and more extensive tightening cycle ahead.\"He noted that the market has only a little more than 50 basis points of hikes priced in for 2023, helping to keep expectations for the ceiling on the fed-funds rate, referred to as the terminal rate, below 2%.","news_type":1,"symbols_score_info":{".SPX":0.88,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":4187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630679349,"gmtCreate":1642850446820,"gmtModify":1642850447127,"author":{"id":"3574724399840291","authorId":"3574724399840291","name":"Jabinlim","avatar":"https://static.tigerbbs.com/16b7f0f6ddc76fb4fc1d066ca1b55493","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/630679349","repostId":"2205441860","repostType":4,"isVote":1,"tweetType":1,"viewCount":3105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630059695,"gmtCreate":1642643749989,"gmtModify":1642644167002,"author":{"id":"3574724399840291","authorId":"3574724399840291","name":"Jabinlim","avatar":"https://static.tigerbbs.com/16b7f0f6ddc76fb4fc1d066ca1b55493","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"themes":[],"htmlText":"Bear market now","listText":"Bear market now","text":"Bear market now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/630059695","repostId":"2204320050","repostType":4,"isVote":1,"tweetType":1,"viewCount":3563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697493944,"gmtCreate":1642552700789,"gmtModify":1642552701099,"author":{"id":"3574724399840291","authorId":"3574724399840291","name":"Jabinlim","avatar":"https://static.tigerbbs.com/16b7f0f6ddc76fb4fc1d066ca1b55493","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"themes":[],"htmlText":"Support broke","listText":"Support broke","text":"Support broke","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/697493944","repostId":"2204408493","repostType":4,"isVote":1,"tweetType":1,"viewCount":2624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697846397,"gmtCreate":1642417887874,"gmtModify":1642418730507,"author":{"id":"3574724399840291","authorId":"3574724399840291","name":"Jabinlim","avatar":"https://static.tigerbbs.com/16b7f0f6ddc76fb4fc1d066ca1b55493","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"themes":[],"htmlText":"Upside? U mean downside lol","listText":"Upside? U mean downside lol","text":"Upside? U mean downside lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697846397","repostId":"1131862461","repostType":4,"repost":{"id":"1131862461","kind":"news","pubTimestamp":1642412568,"share":"https://www.laohu8.com/m/news/1131862461?lang=zh_CN&edition=full","pubTime":"2022-01-17 17:42","market":"us","language":"en","title":"Moderna: High Upside Potential At Current Prices<blockquote>Moderna:当前价格上涨潜力巨大</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1131862461","media":"Seeking Alpha","summary":"SummaryModerna has a significant first mover competitive advantage by not only developing the COVID-","content":"<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>Moderna has a significant first mover competitive advantage by not only developing the COVID-19 vaccine but also by scaling the company's mRNA manufacturing capacity.</li><li>Moderna recently reported the preliminary COVID-19 estimate for product sales in 2021 as being approximately $17.5 billion.</li><li>Recently, Singapore released data showing that COVID-19 deaths were the lowest among Moderna vaccine takers.</li><li>One of the ways that Moderna is keeping ahead of potential mRNA competition is using its $15.3 billion in cash and $3.2 billion in Free Cash Flow to continue building out significant mRNA manufacturing capability across the world.</li><li>The 58% pullback from Moderna's all-time high of $497.49 gives aggressive growth investors a chance to buy into a company with significant upside potential.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/466434ab0d3291095a83741482c15948\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"/><span>Maddie Meyer/Getty Images News</span></p><p><blockquote><ul><li>Moderna不仅开发了COVID-19疫苗,还扩大了公司的mRNA生产能力,从而拥有显着的先发竞争优势。</li><li>Moderna最近报告了COVID-19对2021年产品销售额的初步估计约为175亿美元。</li><li>近日,新加坡发布数据显示,Moderna疫苗接种者中新冠肺炎死亡人数最低。</li><li>Moderna在潜在的mRNA竞争中保持领先地位的方法之一是利用其153亿美元的现金和32亿美元的自由现金流继续在全球范围内建立重要的mRNA制造能力。</li><li>Moderna较497.49美元的历史高点回调58%,为激进的增长投资者提供了买入一家具有巨大上涨潜力的公司的机会。</li></ul><p class=\"t-img-caption\"><span>麦迪·迈耶/盖蒂图片社新闻</span></p></blockquote></p><p>Moderna (NASDAQ:MRNA) has extremely high upside from being a first mover in developing the world's most advanced mRNA platform. One of the most promising potential solutions for helping prevent or cure some of the most intractable diseases known to man is mRNA technology and Moderna has not only developed the most advanced mRNA platform but has also built out significant mRNA manufacturing capacity worldwide. There are many companies that are in various stages of developing mRNA technology but there are very few that have advanced as far as Moderna has in both developing mRNA technology, as well as having the manufacturing capacity and other commercial infrastructure to produce billions of doses of a vaccine per year. At this time, the only companies that have both the knowledge of advanced mRNA techniques and the manufacturing capacity to compete in the same arena as Moderna is the BioNTech (NASDAQ:BNTX) - Pfizer (NYSE:PFE) partnership.</p><p><blockquote>Moderna(纳斯达克:MRNA)作为开发世界上最先进的mRNA平台的先行者,具有极高的优势。mRNA技术是帮助预防或治愈人类已知的一些最棘手疾病的最有前途的潜在解决方案之一,Moderna不仅开发了最先进的mRNA平台,还在全球范围内建立了重要的mRNA制造能力。有许多公司处于开发mRNA技术的不同阶段,但很少有公司像Moderna那样在开发mRNA技术以及拥有生产数十亿剂疫苗的制造能力和其他商业基础设施方面取得了进步。每年的疫苗。目前,唯一同时拥有先进mRNA技术知识和制造能力与Moderna在同一舞台上竞争的公司是BioNTech(纳斯达克股票代码:BNTX)-辉瑞(纽约证券交易所股票代码:PFE)合作伙伴。</blockquote></p><p>Moderna has a significant first mover competitive advantage by not only developing the COVID-19 vaccine but also by scaling the company's mRNA manufacturing capacity. It is one thing to produce mRNA in a lab setting but quite another to safely mass produce effective vaccines in regulator approved manufacturing sites around the world. Moderna's first mover advantage has translated into a very large war chest of cash from COVID-19 sales in which the company can use to further its lead by investing in advancing mRNA technology, improving mRNA manufacturing processes, and building out significant manufacturing capability worldwide. Moderna is also well along in developing one of the deepest drug pipelines in the world.</p><p><blockquote>Moderna不仅开发了COVID-19疫苗,还扩大了公司的mRNA生产能力,从而拥有显着的先发竞争优势。在实验室环境中生产mRNA是一回事,但在世界各地监管机构批准的生产基地安全地大规模生产有效的疫苗则完全是另一回事。Moderna的先发优势已转化为来自COVID-19销售的巨额现金,该公司可以通过投资推进mRNA技术、改进mRNA制造工艺以及在全球范围内建立强大的制造能力来进一步保持领先地位。Moderna在开发世界上最深的药物管道之一方面也进展顺利。</blockquote></p><p>While a first mover advantage is not exactly a moat, for the next several years at least, Moderna should enjoy a significant lead in developing many different mRNA-based therapies or vaccines to treat numerous difficult to treat diseases. Moderna currently has 40 different drug development programs, which is almost unheard of for such a relatively young biotech company that only two years ago was simply a research outfit. In the end, Moderna's mRNA platform and manufacturing capacity should result in significant long-term upside for investors buying into Moderna's stock today.</p><p><blockquote>虽然先发优势并不完全是护城河,但至少在未来几年内,Moderna应该在开发许多不同的基于mRNA的疗法或疫苗来治疗许多难以治疗的疾病方面享有显着的领先地位。Moderna目前拥有40个不同的药物开发项目,对于这样一家相对年轻的生物技术公司来说,这几乎是闻所未闻的,两年前它还只是一个研究机构。最终,Moderna的mRNA平台和制造能力应该会给今天购买Moderna股票的投资者带来显着的长期上涨空间。</blockquote></p><p>Advantages of mRNA Technology</p><p><blockquote>mRNA技术的优势</blockquote></p><p>The reason why Moderna was able to rapidly develop a COVID-19 solution, while at the same time continuing to build out a significant number of drug development programs is because of the nature of mRNA technology.</p><p><blockquote>Moderna之所以能够快速开发出COVID-19解决方案,同时继续建立大量药物开发项目,是因为mRNA技术的性质。</blockquote></p><p>The development and manufacturing of mRNA for use as therapeutics<i>and</i>vaccines are comparatively simple, scalable<i>and</i>extremely rapid.Source:Millapore SigmaThere are numerous advantages of a mRNA platform over traditional drug making. The major advantages of a mRNA platform that were demonstrated by the response to the COVID-19 pandemic was the ability to take the sequence of the virus and quickly move from development, to clinical trials, to approval, to mass manufacturing of a vaccine in a very rapid period of time. As Moderna and others get more experience and regulatory bodies get more comfortable with mRNA technology, I can see the day in the future where the response time of discovery of a virulent virus to clinical trials of a vaccine, to vaccine approval, to mass manufacturing of the vaccine could significantly shrink. Right now, it looks like it takes about 9 months to a year to move from virus discovery to eventually making it into people's arms. Eventually, this response time could shrink to matter of a few months.</p><p><blockquote>用作治疗剂的mRNA的开发和制造<i>和</i>疫苗相对简单、可扩展<i>和</i>速度极快。资料来源:Millapore Sigma与传统药物制造相比,mRNA平台有许多优势。对新冠肺炎疫情的反应证明了mRNA平台的主要优势,即能够获取病毒序列,并在非常短的时间内从开发、临床试验、批准到大规模生产疫苗。随着Moderna和其他公司获得更多经验,监管机构对mRNA技术越来越熟悉,我可以预见未来有一天,发现强毒病毒到疫苗临床试验、疫苗批准和大规模生产的反应时间疫苗可能会显着缩短。现在看来,从病毒发现到最终投入人们的怀抱,大约需要9个月到一年的时间。最终,这个响应时间可能会缩短到几个月。</blockquote></p><p></p><p>Omnicron was first identified as a variant around November 24, 2021. Moderna CEO Stéphane Bancel said in a CNBC interview that clinical trials for an Omnicron vaccine will start soon and a Omnicron vaccine should be available by fall. This type of rapid response to infectious diseases is unheard of before now and as time goes along, mRNA platform companies could not only become proficient in rapidly producing vaccines against specific viruses but also become proficient at producing vaccines against specific strains of a virus, in specific regions of the world. Among the reason why I think Moderna is building manufacturing capacity in different countries and regions of the world is because vaccines will eventually be less of a one size fits all countries and be more along the lines of regional manufacturing sites creating vaccines specific for the most prevalent viruses and strains of virus in that specific region.</p><p><blockquote>Omnicron在2021年11月24日左右首次被确定为变种。Moderna首席执行官Stéphane Bancel在接受CNBC采访时表示,Omnicron疫苗的临床试验将很快开始,Omnicron疫苗应该会在秋季上市。这种对传染病的快速反应在以前是闻所未闻的,随着时间的推移,mRNA平台公司不仅可以熟练快速生产针对特定病毒的疫苗,还可以熟练生产针对特定病毒株的疫苗,在世界的特定地区。我认为Moderna正在世界不同国家和地区建设生产能力的原因之一是,疫苗最终将不再是一刀切的,而是更多地沿着区域生产基地的路线,为该特定地区最流行的病毒和病毒株生产特定疫苗。</blockquote></p><p>Another potential huge advantage of a mRNA platform is flexibility. Theoretically, a mRNA manufacturing plant can be relatively rapidly switched to producing any other mRNA-based drug. It is possible that a mRNA plant that makes COVID-19 vaccines could be rapidly switched to making an Ebola vaccine, for instance. This is in contrast to the manufacturing process of many traditional drugs that require a dedicated plant to produce a drug. This could make the CapEx involved for producing multiple different types of drugs, far lower than a traditional drug manufacturer.</p><p><blockquote>mRNA平台的另一个潜在的巨大优势是灵活性。理论上,mRNA制造厂可以相对快速地转向生产任何其他基于mRNA的药物。例如,生产COVID-19疫苗的mRNA工厂可能会迅速转向生产埃博拉疫苗。这与许多传统药物的制造过程形成对比,传统药物需要专门的工厂来生产药物。这可能会使生产多种不同类型药物的资本支出远低于传统药品制造商。</blockquote></p><p>The COVID-19 pandemic has highlighted exactly how easy it is to change the vaccine simply by plugging the genetic sequence of any virus that Moderna wants to target right into its basic mRNA platform. This is not only useful for being able to attack different strains of COVID-19 but also means that Moderna has the ability of using the sequence of any virus whether that be the flu, HIV, CMV, Tuberculosis, Zika, or Rabies and quickly produce a vaccine ready for testing.</p><p><blockquote>新冠肺炎·疫情强调了改变疫苗是多么容易,只需将Moderna想要针对的任何病毒的基因序列插入其基本mRNA平台。这不仅有助于攻击不同的新冠肺炎病毒株,还意味着Moderna有能力使用任何病毒的序列,无论是流感、艾滋病毒、巨细胞病毒、结核病、寨卡病毒还是狂犬病,并快速生产出可供测试的疫苗。</blockquote></p><p><b>COVID-19 Progress</b></p><p><blockquote><b>COVID-19进展</b></blockquote></p><p>COVID-19 has totally changed the fortunes of Moderna within just two years. Up until 2020, Moderna was only a little-known drug research outfit that had very little revenues but being the second company to bring a viable vaccine to protect against COVID-19 into US markets, has made Moderna very widely known worldwide and the company has built a huge brand that is on the verge of becoming a giant within the drug industry.</p><p><blockquote>新冠肺炎在短短两年内彻底改变了Moderna的命运。直到2020年,Moderna只是一家鲜为人知的药物研究机构,收入很少,但作为第二家将针对COVID-19的可行疫苗引入美国市场的公司,Moderna在全球范围内广为人知,该公司已经建立了一个巨大的品牌,即将成为制药行业的巨头。</blockquote></p><p>There is real world evidence that up until now, Moderna has produced the most effective COVID-19 vaccine. Data from all over the world supports the very strong efficacy that was shown in phase III data in the USA. Recently, Singapore released data showing that COVID-19 deaths were lowest among Moderna takers. Singapore had 802 deaths out of which 70% were unvaccinated. Between Moderna, Pfizer-BioNTech, Sinopharm and Sinovac vaccines, Moderna had the least death rates:</p><p><blockquote>有现实世界的证据表明,到目前为止,Moderna已经生产出了最有效的新冠肺炎疫苗。来自世界各地的数据支持美国III期数据显示的非常强的疗效。最近,新加坡发布的数据显示,Moderna服用者中新冠肺炎死亡人数最低。新加坡有802人死亡,其中70%未接种疫苗。在Moderna、辉瑞-BioNTech、国药控股和科兴疫苗之间,Moderna的死亡率最低:</blockquote></p><p><ul><li>11 deaths per 100,000: Sinovac</li><li>7.8 deaths per 100,000: Sinopharm</li><li>6.2 deaths per 100,000: Pfizer/BioNTech</li><li>1 death per 100,000: Moderna</li></ul>Over the course of 2021, Moderna shipped 807 million doses of Spikevax, Moderna's COVID-19 vaccine, to many different locations around the world, with around 25% of those doses going to low-income and middle-income countries. Moderna reported recently during the JPMorgan 40th Annual Healthcare Conference on January 10th, that the preliminary estimate for Spikevax product sales in 2021 is around $17.5 billion.</p><p><blockquote><ul><li>每10万人中有11人死亡:科兴</li><li>每10万人中有7.8人死亡:国药集团</li><li>每100,000人中有6.2人死亡:辉瑞/BioNTech</li><li>每10万人中有1人死亡:Moderna</li></ul>2021年期间,Moderna向世界各地运送了8.07亿剂Moderna的COVID-19疫苗Spikevax,其中约25%运往低收入和中等收入国家。Moderna最近在1月10日摩根大通第40届年度医疗保健会议上报告称,2021年Spikevax产品销售额的初步估计约为175亿美元。</blockquote></p><p>Because of the huge demand for Moderna's vaccine worldwide, for a decent part of 2021, the company was supply constrained but that situation is beginning to turn around now. Moderna CEO Stephane Bancel attributes the reason for supply constraints as Moderna having a higher dose than the Pfizer-BioNTech vaccine. The higher dose was a big drain on manufacturing resources. Moderna has since built out additional manufacturing capacity over the course of 2021 and is now in much better shape to address COVID-19 demand. In Q4, Moderna shipped 300 million doses, which is a run rate of 1.2 billion doses. Moderna believes that they can produce two billion to three billion doses of boosters over the course of 2022, if necessary.</p><p><blockquote>由于全球对Moderna疫苗的巨大需求,在2021年的相当一部分时间里,该公司的供应受到限制,但这种情况现在开始扭转。Moderna首席执行官Stephane Bancel将供应限制的原因归因于Moderna的剂量高于辉瑞-BioNTech疫苗。较高的剂量会极大地消耗制造资源。此后,Moderna在2021年期间建立了额外的制造能力,现在能够更好地满足COVID-19的需求。第四季度,Moderna出货量为3亿剂,运行率为12亿剂。Moderna认为,如果有必要,他们可以在2022年生产20亿至30亿剂加强剂。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f41315e4b985027121aaf2dfca75dc71\" tg-width=\"640\" tg-height=\"356\" width=\"100%\" height=\"auto\"/><span>Moderna Spikevax advanced purchase agreements</span></p><p><blockquote><p class=\"t-img-caption\"><span>Moderna Spikevax提前购买协议</span></p></blockquote></p><p></p><p>Because COVID-19 vaccine makers have lately been having to play whack-a-mole with new variants, the demand for Spikevax is still rising. As can be seen from the above graphic, from November 4th to January 10th, Moderna has gained and additional $1.5 billion in advanced purchase agreements ("APA") and $0.5 Billion in options, with those numbers being mostly heavily weighted toward the first half of the year. Moderna is still having ongoing discussions with many countries about whether additional vaccines will need to be added to address the fall moving into winter of '22. I expect that when all is said and done, Moderna could wind up signing additional APAs over the course of the year. So, it looks like 2022 might again be another banner year for Moderna.</p><p><blockquote>由于COVID-19疫苗制造商最近不得不与新变种玩打地鼠游戏,因此对Spikevax的需求仍在上升。从上图可以看出,从11月4日到1月10日,Moderna额外获得了15亿美元的预购协议(“APA”)和5亿美元的期权,这些数字大多在上半年占很大比重。年。Moderna仍在与许多国家进行讨论,讨论是否需要添加额外的疫苗来应对22年秋季进入冬季的问题。我预计,当该说的都说了,该做的都做了,Moderna可能会在今年签署更多的APA。因此,看起来2022年可能会再次成为Moderna的又一个辉煌的一年。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e1246421e026d6fd58bec48546a19260\" tg-width=\"640\" tg-height=\"362\" width=\"100%\" height=\"auto\"/><span>How COVID-19 is likely to evolve</span></p><p><blockquote><p class=\"t-img-caption\"><span>COVID-19可能如何演变</span></p></blockquote></p><p>Currently, the world is in the midst of variant reinfection waves, which will likely continue throughout 2022 but by 2023 COVID-19 should become more seasonal and endemic. Morbidity waves are expected to become lower and lower over the next several years and there is a good chance that COVID-19 will be seen more like the flu is perceived today within a year or two. Post-pandemic, COVID-19 is expected to mostly only affect people aged 50-plus, health care workers, immunocompromised people and other high-risk populations. These groups will likely need boosters to ensure that they do not get severe disease and hospitalization. As COVID-19 winds down, demand for Spikevax will probably begin dropping in the 2023-to-2024-time frame. This is why some people have been predicting revenue declines for Moderna. Well, what is Moderna's post pandemic plan to replace the likely COVID-19 vaccine declining revenues?</p><p><blockquote>目前,世界正处于变异再感染浪潮中,这可能会持续到2022年,但到2023年,新冠肺炎应该会变得更加季节性和地方性。预计未来几年发病率会越来越低,一两年内,新冠肺炎很有可能会更像今天的流感。大流行后,新冠肺炎预计主要只影响50岁以上的人、医护人员、免疫功能低下的人和其他高危人群。这些群体可能需要加强剂,以确保他们不会患上严重疾病和住院。随着COVID-19的消退,对Spikevax的需求可能会在2023年至2024年期间开始下降。这就是为什么有人一直预测Moderna的收入会下降。那么,Moderna的后疫情计划是什么,以取代可能下降的新冠肺炎疫苗收入?</blockquote></p><p><b>Moderna's Plan Moving Forward</b></p><p><blockquote><b>Moderna的计划向前推进</b></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9965c1224ac3e57e5a4c764bbb50975\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"/><span>Moderna Product Strategy in 2022</span></p><p><blockquote><p class=\"t-img-caption\"><span>Moderna 2022年产品策略</span></p></blockquote></p><p>The initial way that Moderna plans on countering the likely COVID-19 vaccine decline is by bundling different seasonal respiratory vaccines together into just one vaccine. The days of getting COVID-19 specific vaccine seem to be waning and a pan-respiratory vaccine will likely compete extremely effectively with any laggards coming to the market late with only a COVID-19 solution.</p><p><blockquote>Moderna计划应对新冠肺炎疫苗可能下降的最初方法是将不同的季节性呼吸道疫苗捆绑在一起,形成一种疫苗。获得新冠肺炎特定疫苗的日子似乎正在过去,泛呼吸道疫苗可能会非常有效地与任何只有新冠肺炎解决方案才进入市场的落后者竞争。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4995949c9a253ebe6663e2deeb5ccce3\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"/><span>Moderna vision for pan-respiratory vaccine</span></p><p><blockquote><p class=\"t-img-caption\"><span>Moderna泛呼吸道疫苗愿景</span></p></blockquote></p><p>Moderna's vision is that an annual single-dose pan-respiratory booster can be customized to fit different demographics, different geographies, and different respiratory diseases over time. Eventually, Moderna even expects to target specific strains of respiratory diseases in specific regions. I wouldn't be surprised if a pan-respiratory vaccine starts to appear within two years.</p><p><blockquote>Moderna的愿景是,随着时间的推移,可以定制年度单剂量泛呼吸加强剂,以适应不同的人口统计、不同的地理位置和不同的呼吸道疾病。最终,Moderna甚至希望针对特定地区的特定呼吸道疾病毒株。如果泛呼吸道疫苗在两年内开始出现,我不会感到惊讶。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb027ec45a0750fdcd8b65307c4008d1\" tg-width=\"640\" tg-height=\"359\" width=\"100%\" height=\"auto\"/><span>Moderna Strategy After COVID-19</span></p><p><blockquote><p class=\"t-img-caption\"><span>COVID-19后的Moderna战略</span></p></blockquote></p><p>Unlike vaccine technology from companies like Novavax (NASDAQ:NVAX), mRNA can be used for many other different purposes besides infectious diseases.Novavax's pipeline only consists of 9 programs that target 5 other infectious diseases other than COVID-19. Most of Novavax's pipeline is mostly concerned with respiratory diseases, with only one direct contact latent virus, Ebola, appearing on the list.</p><p><blockquote>与Novavax(纳斯达克股票代码:NVAX)等公司的疫苗技术不同,mRNA可用于传染病之外的许多其他不同目的。Novavax的管道仅包括9个项目,针对除COVID-19以外的5种其他传染病。Novavax的大部分管道主要与呼吸道疾病有关,只有一种直接接触的潜伏病毒Ebola出现在名单上。</blockquote></p><p>In contrast, Moderna is much further ahead in developing solutions against multiple latent viruses that are a lot more prevalent than Ebola. The first ones being targeted and are already in clinical trials are CMV and EBV, with HIV soon to begin trials. CMV is Moderna's most advanced drug in the pipeline and the first patient has already been dosed in phase III trials. Besides CMV, EBV, and HIV, there a many other undisclosed latent viruses being worked on in the labs.</p><p><blockquote>相比之下,Moderna在开发针对多种潜伏病毒的解决方案方面遥遥领先,这些病毒比埃博拉病毒流行得多。第一批被瞄准并已经进入临床试验的是巨细胞病毒和EBV,HIV很快就会开始试验。CMV是Moderna在研发中最先进的药物,第一位患者已经在III期试验中接受了给药。除了CMV、EBV和HIV,还有许多其他未公开的潜伏病毒正在实验室中研究。</blockquote></p><p></p><p>The next area that Moderna is prioritizing is in developing therapeutics using mRNA technology which allows the company to produce oncology products, cardio products, rare genetic disease products and autoimmune disease products. This is an area that has significant upside for Moderna. Moderna will be using totally new approaches to develop solutions against cancer and develop solutions for diseases that currently have no significant solutions. Recently, Moderna formed a partnership with Carisma Therapeutics. Moderna plans to combine its mRNA technology with Carisma Therapeutics' engineered macrophage technology to develop solutions against solid tumor cancer. The reason why this is important is because while autologous CAR-Ts have really good data in Heme malignancies, which are blood cancers, they have not been very effective in solid tumors and eighty percent of cancer patients die of solid tumors. I won't go deep into the science behind it but scientist know the reasons why CAR-Ts are not as effective with solid tumors, and both companies think Carisma Therapeutics' CAR-Macrophage's technology combined with mRNA technology can produce revolutionary new ways to essentially cure the most prevalent and difficult to treat form of cancer deaths which are solid tumors.</p><p><blockquote>Moderna优先考虑的下一个领域是使用mRNA技术开发疗法,该技术使该公司能够生产肿瘤产品、心脏产品、罕见遗传病产品和自身免疫性疾病产品。对于Moderna来说,这是一个具有巨大优势的领域。Moderna将使用全新的方法来开发抗癌解决方案,并为目前没有重要解决方案的疾病开发解决方案。最近,Moderna与Carisma Therapeutics建立了合作伙伴关系。Moderna计划将其mRNA技术与Carisma Therapeutics的工程巨噬细胞技术相结合,开发针对实体瘤癌症的解决方案。这一点之所以重要,是因为虽然自体CAR-T在血红素恶性肿瘤(血癌)中有非常好的数据,但它们在实体瘤中并不是很有效,80%的癌症患者死于实体瘤。我不会深入探讨其背后的科学,但科学家知道CAR-T对实体瘤不那么有效的原因,两家公司都认为Carisma Therapeutics的CAR-Macrophage技术与mRNA技术相结合可以产生革命性的新方法,从根本上治愈最普遍和最难治疗的癌症死亡形式,即实体瘤。</blockquote></p><p>Moderna's deep expertise in mRNA and LNP technologies opens up a potentially game-changing opportunity for engineered macrophages. In vivo delivery directly to monocytes and macrophages enables an off-the-shelf therapeutic approach that uses the patients' own cells to provide a truly personalized treatment.Source: Steven Kelly, President and Chief Executive Officer of CarismaRight now, there is no way to factor in the upside of Moderna potentially developing a significantly better solution to attacking and possibly curing solid tumor cancer. The therapies that could come out of partnerships like the one Moderna has with Carisma could potentially produce home runs just as big, if not bigger than the COVID-19 vaccine.</p><p><blockquote>Moderna在mRNA和LNP技术方面的深厚专业知识为工程巨噬细胞带来了潜在的改变游戏规则的机会。体内直接递送至单核细胞和巨噬细胞实现了使用患者自身细胞提供真正个性化治疗的现成治疗方法。资料来源:Steven Kelly,CarismaRight总裁兼首席执行官现在,没有办法考虑到Moderna可能开发出一种明显更好的解决方案来攻击并可能治愈实体瘤癌症的优势。像Moderna与Carisma这样的合作伙伴关系可能产生的疗法可能会产生与COVID-19疫苗一样大的本垒打,如果不是更大的话。</blockquote></p><p>The fourth area that Moderna is developing solutions using gene-editing enzymes. Moderna has only seriously got into gene editing relatively recently when the company signed a collaboration with Metagenomi. For those unaware,gene-editing is the same strategy that companies like Editas (NASDAQ:EDIT) and CRISPR Therapeutics (NASDAQ:CRSP) are pursuing. The focus for the Metagenomi collaboration will be on serious genetic diseases.</p><p><blockquote>Moderna正在开发使用基因编辑酶的解决方案的第四个领域。Moderna直到最近才认真涉足基因编辑领域,当时该公司与Metagenomi签署了合作协议。对于那些不知道的人来说,基因编辑与Editas(纳斯达克:EDIT)和CRISPR Therapeutics(纳斯达克:CRSP)等公司正在追求的策略相同。宏基因组学合作的重点将是严重的遗传疾病。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8041f6f8edad22795cbe4a3295d68973\" tg-width=\"640\" tg-height=\"361\" width=\"100%\" height=\"auto\"/><span>Moderna capital allocation priorities</span></p><p><blockquote><p class=\"t-img-caption\"><span>Moderna资本配置优先事项</span></p></blockquote></p><p>Moderna has already started spending its huge cash flows derived from COVID-19 vaccine sales. I just wanted to include the above slide in this article because it shows that Moderna's number one capital allocation priority is investing in R&D, manufacturing infrastructure and continuing to build out the company's commercial infrastructure. The second priority is investing in external investment opportunities, either in the form of collaborations or M&A. The collaborations with Metagenomi and Carisma Therapeutics are examples of this second priority.</p><p><blockquote>Moderna已经开始花费其从COVID-19疫苗销售中获得的巨额现金流。我只是想将上面的幻灯片包含在本文中,因为它表明Moderna的头号资本配置优先事项是投资研发、制造基础设施并继续建设公司的商业基础设施。第二个优先事项是投资外部投资机会,无论是以合作还是并购的形式。与Metagenomi和Carisma Therapeutics的合作就是第二个优先事项的例子。</blockquote></p><p><b>Manufacturing Capacity</b></p><p><blockquote><b>制造能力</b></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36484ebc09cffbacbfa8ce06eea49f22\" tg-width=\"640\" tg-height=\"357\" width=\"100%\" height=\"auto\"/><span>Moderna In-country vaccine manufacturing</span></p><p><blockquote><p class=\"t-img-caption\"><span>Moderna国内疫苗生产</span></p></blockquote></p><p>There is a rather large set of existing potential competitors to Moderna and there are also countries like India that are supporting rising home-grown mRNA platform companies. One of the ways that Moderna is keeping ahead of such efforts from competitors is using its $15.3 billion in cash and $3.2 billion in Free Cash Flow at the end of Q3, to build out significant mRNA manufacturing capability across the world. Moderna has announced in principle agreements with Australia and Canadato build out mRNA vaccine manufacturing plants within those countries. These announcements are in addition to the plans to build a factory capable of producing up to 500 million vaccine doses in Africa each year. I believe Moderna is still in the process of choosing which African country the manufacturing site will be located in.</p><p><blockquote>Moderna现有的潜在竞争对手相当多,也有像印度这样的国家正在支持崛起的本土mRNA平台公司。Moderna领先于竞争对手的方法之一是利用第三季度末的153亿美元现金和32亿美元自由现金流,在全球范围内建立重要的mRNA制造能力。Moderna已宣布原则上与澳大利亚和加拿大达成协议,在这些国家建立mRNA疫苗制造厂。这些公告是对在非洲建立一个每年能够生产多达5亿剂疫苗的工厂的计划的补充。我相信Moderna仍在选择生产基地将设在哪个非洲国家。</blockquote></p><p><b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p>The major risk that Moderna faces in the short term is revenue from the COVID-19 declining faster than Moderna can get other vaccines or therapies on to market and show superior results. The closest drug to approval is a CMV vaccine. An approval of the CMV vaccine would likely shoot Moderna's stock higher because it would show that mRNA is viable for addressing other diseases. A CMV rejection would likely drop Moderna's stock much lower.</p><p><blockquote>Moderna短期内面临的主要风险是来自COVID-19的收入下降速度快于Moderna将其他疫苗或疗法推向市场并显示出卓越效果的速度。最接近批准的药物是巨细胞病毒疫苗。CMV疫苗的批准可能会推高Moderna的股价,因为它将表明mRNA对于治疗其他疾病是可行的。CMV被拒绝可能会导致Moderna的股价大幅下跌。</blockquote></p><p></p><p>Another major risk for Moderna are patent disputes and lawsuits. Moderna recently had to back down in a dispute with the NIH over COVID-19 patents and Moderna could also soon face a patent infringement lawsuit from Arbutus (NASDAQ:ABUS) over the COVID-19 vaccine. Currently, it is unknown how these disputes will impact Moderna over the longer term.</p><p><blockquote>Moderna面临的另一个主要风险是专利纠纷和诉讼。Moderna最近不得不在与NIH关于COVID-19专利的纠纷中让步,Moderna也可能很快面临Arbutus(纳斯达克:ABUS)关于COVID-19疫苗的专利侵权诉讼。目前,尚不清楚这些纠纷将如何长期影响Moderna。</blockquote></p><p><b>Analyst Price Targets</b></p><p><blockquote><b>分析师目标价</b></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c0e5d79d00e415b16e4141b35eaaad4\" tg-width=\"461\" tg-height=\"416\" width=\"100%\" height=\"auto\"/><span>Moderna Analyst Price Targets</span></p><p><blockquote><p class=\"t-img-caption\"><span>Moderna分析师价格目标</span></p></blockquote></p><p>The above is based on 15 Wall Street analysts offering 12-month price targets for Moderna in the last 3 months. The average price target is $289.07 with a high forecast of $506.00 and a low forecast of $86.00. The average price target represents a 38% increase from the last price of $210.17.</p><p><blockquote>以上是基于15位华尔街分析师在过去3个月内为Moderna提供的12个月目标价。平均目标价为289.07美元,高预测为506.00美元,低预测为86.00美元。平均目标价较上次价格210.17美元上涨38%。</blockquote></p><p><b>Valuation</b></p><p><blockquote><b>估值</b></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19ae061dd4c060bb37f43ff041dc2577\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ff983411a9b9571f66378eddc98653c\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/259a902789541a798fdf388cf46d6b37\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p>The comparisons between these three relatively new biotechs with COVID-19 vaccines already shipping, shows Moderna is the most highly valued stock but BioNTech has the best revenue growth and operating margins. Going strictly by value, BioNTech is probably the best buy but in reality, all three companies are biotechs, in which one hit product or one large dismal failure can change the fortunes of the company. I view all three companies as very speculative, even with the success achieved by producing solutions for the COVID-19 pandemic.</p><p><blockquote>这三种相对较新的生物技术公司与已经发货的COVID-19疫苗之间的比较表明,Moderna是估值最高的股票,但BioNTech拥有最好的收入增长和营业利润率。严格按照价值计算,BioNTech可能是最好的选择,但实际上,这三家公司都是生物技术公司,一个热门产品或一次惨淡的失败就可以改变公司的命运。我认为这三家公司都非常投机,尽管它们通过为COVID-19大流行提供解决方案取得了成功。</blockquote></p><p>I am not a big fan of trying to use valuation techniques on any biotech company. There is simply no way to value the future potential success or failure of the bets that many biotech companies make. If Moderna is part of curing solid tumor cancer, for instance, Moderna's current valuation will be viewed in hindsight as being way too low. If most of Moderna's pipeline fails then the valuation will be viewed in hindsight as being way too high.</p><p><blockquote>我不太喜欢尝试对任何生物技术公司使用估值技术。根本没有办法评估许多生物技术公司所下的赌注未来潜在的成功或失败。例如,如果Moderna是治疗实体瘤癌症的一部分,那么Moderna目前的估值事后会被认为太低。如果Moderna的大部分产品线都失败了,那么事后看来,估值将被视为过高。</blockquote></p><p><b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p>Moderna is a high risk, high reward bet on mRNA technology succeeding in either preventing or curing many difficult to treat diseases. This is a stock that is strictly for long-term aggressive growth investors that are interested in speculating on potential home-run type products over a five-to-ten-year time frame. The risk that Moderna is only a one-product company is somewhat mitigated by the fact that the efficacy of the COVID-19 vaccine was so high, that is serves as a kind of proof of concept that a mRNA platform can produce other novel ways of addressing other difficult diseases.</p><p><blockquote>Moderna是对mRNA技术的高风险、高回报赌注,成功预防或治愈许多难以治疗的疾病。这是一只严格适合长期激进增长投资者的股票,他们有兴趣在五到十年的时间范围内投机潜在的本垒打型产品。Moderna只是一家单一产品公司的风险在一定程度上被COVID-19疫苗的功效如此之高这一事实所缓解,即mRNA平台可以产生其他新方法来解决其他疑难疾病。</blockquote></p><p>The 58% pullback from Moderna's all-time high of $497.49 gives aggressive growth investors a chance to buy into a company with significant potential upside. However, risk averse or investors sensitive to short-term price movements should avoid Moderna's stock for now because there is significant downside risk if COVID-19 revenue drops off too rapidly before Moderna can show that it can achieve similar success in addressing other diseases.</p><p><blockquote>Moderna较497.49美元的历史高点回调58%,为激进的增长投资者提供了买入一家具有巨大潜在上涨空间的公司的机会。然而,规避风险或对短期价格变动敏感的投资者目前应避开Moderna的股票,因为如果在Moderna证明它可以在解决其他疾病方面取得类似成功之前,COVID-19收入下降过快,则存在巨大的下行风险。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Moderna: High Upside Potential At Current Prices<blockquote>Moderna:当前价格上涨潜力巨大</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nModerna: High Upside Potential At Current Prices<blockquote>Moderna:当前价格上涨潜力巨大</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2022-01-17 17:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>Moderna has a significant first mover competitive advantage by not only developing the COVID-19 vaccine but also by scaling the company's mRNA manufacturing capacity.</li><li>Moderna recently reported the preliminary COVID-19 estimate for product sales in 2021 as being approximately $17.5 billion.</li><li>Recently, Singapore released data showing that COVID-19 deaths were the lowest among Moderna vaccine takers.</li><li>One of the ways that Moderna is keeping ahead of potential mRNA competition is using its $15.3 billion in cash and $3.2 billion in Free Cash Flow to continue building out significant mRNA manufacturing capability across the world.</li><li>The 58% pullback from Moderna's all-time high of $497.49 gives aggressive growth investors a chance to buy into a company with significant upside potential.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/466434ab0d3291095a83741482c15948\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"/><span>Maddie Meyer/Getty Images News</span></p><p><blockquote><ul><li>Moderna不仅开发了COVID-19疫苗,还扩大了公司的mRNA生产能力,从而拥有显着的先发竞争优势。</li><li>Moderna最近报告了COVID-19对2021年产品销售额的初步估计约为175亿美元。</li><li>近日,新加坡发布数据显示,Moderna疫苗接种者中新冠肺炎死亡人数最低。</li><li>Moderna在潜在的mRNA竞争中保持领先地位的方法之一是利用其153亿美元的现金和32亿美元的自由现金流继续在全球范围内建立重要的mRNA制造能力。</li><li>Moderna较497.49美元的历史高点回调58%,为激进的增长投资者提供了买入一家具有巨大上涨潜力的公司的机会。</li></ul><p class=\"t-img-caption\"><span>麦迪·迈耶/盖蒂图片社新闻</span></p></blockquote></p><p>Moderna (NASDAQ:MRNA) has extremely high upside from being a first mover in developing the world's most advanced mRNA platform. One of the most promising potential solutions for helping prevent or cure some of the most intractable diseases known to man is mRNA technology and Moderna has not only developed the most advanced mRNA platform but has also built out significant mRNA manufacturing capacity worldwide. There are many companies that are in various stages of developing mRNA technology but there are very few that have advanced as far as Moderna has in both developing mRNA technology, as well as having the manufacturing capacity and other commercial infrastructure to produce billions of doses of a vaccine per year. At this time, the only companies that have both the knowledge of advanced mRNA techniques and the manufacturing capacity to compete in the same arena as Moderna is the BioNTech (NASDAQ:BNTX) - Pfizer (NYSE:PFE) partnership.</p><p><blockquote>Moderna(纳斯达克:MRNA)作为开发世界上最先进的mRNA平台的先行者,具有极高的优势。mRNA技术是帮助预防或治愈人类已知的一些最棘手疾病的最有前途的潜在解决方案之一,Moderna不仅开发了最先进的mRNA平台,还在全球范围内建立了重要的mRNA制造能力。有许多公司处于开发mRNA技术的不同阶段,但很少有公司像Moderna那样在开发mRNA技术以及拥有生产数十亿剂疫苗的制造能力和其他商业基础设施方面取得了进步。每年的疫苗。目前,唯一同时拥有先进mRNA技术知识和制造能力与Moderna在同一舞台上竞争的公司是BioNTech(纳斯达克股票代码:BNTX)-辉瑞(纽约证券交易所股票代码:PFE)合作伙伴。</blockquote></p><p>Moderna has a significant first mover competitive advantage by not only developing the COVID-19 vaccine but also by scaling the company's mRNA manufacturing capacity. It is one thing to produce mRNA in a lab setting but quite another to safely mass produce effective vaccines in regulator approved manufacturing sites around the world. Moderna's first mover advantage has translated into a very large war chest of cash from COVID-19 sales in which the company can use to further its lead by investing in advancing mRNA technology, improving mRNA manufacturing processes, and building out significant manufacturing capability worldwide. Moderna is also well along in developing one of the deepest drug pipelines in the world.</p><p><blockquote>Moderna不仅开发了COVID-19疫苗,还扩大了公司的mRNA生产能力,从而拥有显着的先发竞争优势。在实验室环境中生产mRNA是一回事,但在世界各地监管机构批准的生产基地安全地大规模生产有效的疫苗则完全是另一回事。Moderna的先发优势已转化为来自COVID-19销售的巨额现金,该公司可以通过投资推进mRNA技术、改进mRNA制造工艺以及在全球范围内建立强大的制造能力来进一步保持领先地位。Moderna在开发世界上最深的药物管道之一方面也进展顺利。</blockquote></p><p>While a first mover advantage is not exactly a moat, for the next several years at least, Moderna should enjoy a significant lead in developing many different mRNA-based therapies or vaccines to treat numerous difficult to treat diseases. Moderna currently has 40 different drug development programs, which is almost unheard of for such a relatively young biotech company that only two years ago was simply a research outfit. In the end, Moderna's mRNA platform and manufacturing capacity should result in significant long-term upside for investors buying into Moderna's stock today.</p><p><blockquote>虽然先发优势并不完全是护城河,但至少在未来几年内,Moderna应该在开发许多不同的基于mRNA的疗法或疫苗来治疗许多难以治疗的疾病方面享有显着的领先地位。Moderna目前拥有40个不同的药物开发项目,对于这样一家相对年轻的生物技术公司来说,这几乎是闻所未闻的,两年前它还只是一个研究机构。最终,Moderna的mRNA平台和制造能力应该会给今天购买Moderna股票的投资者带来显着的长期上涨空间。</blockquote></p><p>Advantages of mRNA Technology</p><p><blockquote>mRNA技术的优势</blockquote></p><p>The reason why Moderna was able to rapidly develop a COVID-19 solution, while at the same time continuing to build out a significant number of drug development programs is because of the nature of mRNA technology.</p><p><blockquote>Moderna之所以能够快速开发出COVID-19解决方案,同时继续建立大量药物开发项目,是因为mRNA技术的性质。</blockquote></p><p>The development and manufacturing of mRNA for use as therapeutics<i>and</i>vaccines are comparatively simple, scalable<i>and</i>extremely rapid.Source:Millapore SigmaThere are numerous advantages of a mRNA platform over traditional drug making. The major advantages of a mRNA platform that were demonstrated by the response to the COVID-19 pandemic was the ability to take the sequence of the virus and quickly move from development, to clinical trials, to approval, to mass manufacturing of a vaccine in a very rapid period of time. As Moderna and others get more experience and regulatory bodies get more comfortable with mRNA technology, I can see the day in the future where the response time of discovery of a virulent virus to clinical trials of a vaccine, to vaccine approval, to mass manufacturing of the vaccine could significantly shrink. Right now, it looks like it takes about 9 months to a year to move from virus discovery to eventually making it into people's arms. Eventually, this response time could shrink to matter of a few months.</p><p><blockquote>用作治疗剂的mRNA的开发和制造<i>和</i>疫苗相对简单、可扩展<i>和</i>速度极快。资料来源:Millapore Sigma与传统药物制造相比,mRNA平台有许多优势。对新冠肺炎疫情的反应证明了mRNA平台的主要优势,即能够获取病毒序列,并在非常短的时间内从开发、临床试验、批准到大规模生产疫苗。随着Moderna和其他公司获得更多经验,监管机构对mRNA技术越来越熟悉,我可以预见未来有一天,发现强毒病毒到疫苗临床试验、疫苗批准和大规模生产的反应时间疫苗可能会显着缩短。现在看来,从病毒发现到最终投入人们的怀抱,大约需要9个月到一年的时间。最终,这个响应时间可能会缩短到几个月。</blockquote></p><p></p><p>Omnicron was first identified as a variant around November 24, 2021. Moderna CEO Stéphane Bancel said in a CNBC interview that clinical trials for an Omnicron vaccine will start soon and a Omnicron vaccine should be available by fall. This type of rapid response to infectious diseases is unheard of before now and as time goes along, mRNA platform companies could not only become proficient in rapidly producing vaccines against specific viruses but also become proficient at producing vaccines against specific strains of a virus, in specific regions of the world. Among the reason why I think Moderna is building manufacturing capacity in different countries and regions of the world is because vaccines will eventually be less of a one size fits all countries and be more along the lines of regional manufacturing sites creating vaccines specific for the most prevalent viruses and strains of virus in that specific region.</p><p><blockquote>Omnicron在2021年11月24日左右首次被确定为变种。Moderna首席执行官Stéphane Bancel在接受CNBC采访时表示,Omnicron疫苗的临床试验将很快开始,Omnicron疫苗应该会在秋季上市。这种对传染病的快速反应在以前是闻所未闻的,随着时间的推移,mRNA平台公司不仅可以熟练快速生产针对特定病毒的疫苗,还可以熟练生产针对特定病毒株的疫苗,在世界的特定地区。我认为Moderna正在世界不同国家和地区建设生产能力的原因之一是,疫苗最终将不再是一刀切的,而是更多地沿着区域生产基地的路线,为该特定地区最流行的病毒和病毒株生产特定疫苗。</blockquote></p><p>Another potential huge advantage of a mRNA platform is flexibility. Theoretically, a mRNA manufacturing plant can be relatively rapidly switched to producing any other mRNA-based drug. It is possible that a mRNA plant that makes COVID-19 vaccines could be rapidly switched to making an Ebola vaccine, for instance. This is in contrast to the manufacturing process of many traditional drugs that require a dedicated plant to produce a drug. This could make the CapEx involved for producing multiple different types of drugs, far lower than a traditional drug manufacturer.</p><p><blockquote>mRNA平台的另一个潜在的巨大优势是灵活性。理论上,mRNA制造厂可以相对快速地转向生产任何其他基于mRNA的药物。例如,生产COVID-19疫苗的mRNA工厂可能会迅速转向生产埃博拉疫苗。这与许多传统药物的制造过程形成对比,传统药物需要专门的工厂来生产药物。这可能会使生产多种不同类型药物的资本支出远低于传统药品制造商。</blockquote></p><p>The COVID-19 pandemic has highlighted exactly how easy it is to change the vaccine simply by plugging the genetic sequence of any virus that Moderna wants to target right into its basic mRNA platform. This is not only useful for being able to attack different strains of COVID-19 but also means that Moderna has the ability of using the sequence of any virus whether that be the flu, HIV, CMV, Tuberculosis, Zika, or Rabies and quickly produce a vaccine ready for testing.</p><p><blockquote>新冠肺炎·疫情强调了改变疫苗是多么容易,只需将Moderna想要针对的任何病毒的基因序列插入其基本mRNA平台。这不仅有助于攻击不同的新冠肺炎病毒株,还意味着Moderna有能力使用任何病毒的序列,无论是流感、艾滋病毒、巨细胞病毒、结核病、寨卡病毒还是狂犬病,并快速生产出可供测试的疫苗。</blockquote></p><p><b>COVID-19 Progress</b></p><p><blockquote><b>COVID-19进展</b></blockquote></p><p>COVID-19 has totally changed the fortunes of Moderna within just two years. Up until 2020, Moderna was only a little-known drug research outfit that had very little revenues but being the second company to bring a viable vaccine to protect against COVID-19 into US markets, has made Moderna very widely known worldwide and the company has built a huge brand that is on the verge of becoming a giant within the drug industry.</p><p><blockquote>新冠肺炎在短短两年内彻底改变了Moderna的命运。直到2020年,Moderna只是一家鲜为人知的药物研究机构,收入很少,但作为第二家将针对COVID-19的可行疫苗引入美国市场的公司,Moderna在全球范围内广为人知,该公司已经建立了一个巨大的品牌,即将成为制药行业的巨头。</blockquote></p><p>There is real world evidence that up until now, Moderna has produced the most effective COVID-19 vaccine. Data from all over the world supports the very strong efficacy that was shown in phase III data in the USA. Recently, Singapore released data showing that COVID-19 deaths were lowest among Moderna takers. Singapore had 802 deaths out of which 70% were unvaccinated. Between Moderna, Pfizer-BioNTech, Sinopharm and Sinovac vaccines, Moderna had the least death rates:</p><p><blockquote>有现实世界的证据表明,到目前为止,Moderna已经生产出了最有效的新冠肺炎疫苗。来自世界各地的数据支持美国III期数据显示的非常强的疗效。最近,新加坡发布的数据显示,Moderna服用者中新冠肺炎死亡人数最低。新加坡有802人死亡,其中70%未接种疫苗。在Moderna、辉瑞-BioNTech、国药控股和科兴疫苗之间,Moderna的死亡率最低:</blockquote></p><p><ul><li>11 deaths per 100,000: Sinovac</li><li>7.8 deaths per 100,000: Sinopharm</li><li>6.2 deaths per 100,000: Pfizer/BioNTech</li><li>1 death per 100,000: Moderna</li></ul>Over the course of 2021, Moderna shipped 807 million doses of Spikevax, Moderna's COVID-19 vaccine, to many different locations around the world, with around 25% of those doses going to low-income and middle-income countries. Moderna reported recently during the JPMorgan 40th Annual Healthcare Conference on January 10th, that the preliminary estimate for Spikevax product sales in 2021 is around $17.5 billion.</p><p><blockquote><ul><li>每10万人中有11人死亡:科兴</li><li>每10万人中有7.8人死亡:国药集团</li><li>每100,000人中有6.2人死亡:辉瑞/BioNTech</li><li>每10万人中有1人死亡:Moderna</li></ul>2021年期间,Moderna向世界各地运送了8.07亿剂Moderna的COVID-19疫苗Spikevax,其中约25%运往低收入和中等收入国家。Moderna最近在1月10日摩根大通第40届年度医疗保健会议上报告称,2021年Spikevax产品销售额的初步估计约为175亿美元。</blockquote></p><p>Because of the huge demand for Moderna's vaccine worldwide, for a decent part of 2021, the company was supply constrained but that situation is beginning to turn around now. Moderna CEO Stephane Bancel attributes the reason for supply constraints as Moderna having a higher dose than the Pfizer-BioNTech vaccine. The higher dose was a big drain on manufacturing resources. Moderna has since built out additional manufacturing capacity over the course of 2021 and is now in much better shape to address COVID-19 demand. In Q4, Moderna shipped 300 million doses, which is a run rate of 1.2 billion doses. Moderna believes that they can produce two billion to three billion doses of boosters over the course of 2022, if necessary.</p><p><blockquote>由于全球对Moderna疫苗的巨大需求,在2021年的相当一部分时间里,该公司的供应受到限制,但这种情况现在开始扭转。Moderna首席执行官Stephane Bancel将供应限制的原因归因于Moderna的剂量高于辉瑞-BioNTech疫苗。较高的剂量会极大地消耗制造资源。此后,Moderna在2021年期间建立了额外的制造能力,现在能够更好地满足COVID-19的需求。第四季度,Moderna出货量为3亿剂,运行率为12亿剂。Moderna认为,如果有必要,他们可以在2022年生产20亿至30亿剂加强剂。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f41315e4b985027121aaf2dfca75dc71\" tg-width=\"640\" tg-height=\"356\" width=\"100%\" height=\"auto\"/><span>Moderna Spikevax advanced purchase agreements</span></p><p><blockquote><p class=\"t-img-caption\"><span>Moderna Spikevax提前购买协议</span></p></blockquote></p><p></p><p>Because COVID-19 vaccine makers have lately been having to play whack-a-mole with new variants, the demand for Spikevax is still rising. As can be seen from the above graphic, from November 4th to January 10th, Moderna has gained and additional $1.5 billion in advanced purchase agreements ("APA") and $0.5 Billion in options, with those numbers being mostly heavily weighted toward the first half of the year. Moderna is still having ongoing discussions with many countries about whether additional vaccines will need to be added to address the fall moving into winter of '22. I expect that when all is said and done, Moderna could wind up signing additional APAs over the course of the year. So, it looks like 2022 might again be another banner year for Moderna.</p><p><blockquote>由于COVID-19疫苗制造商最近不得不与新变种玩打地鼠游戏,因此对Spikevax的需求仍在上升。从上图可以看出,从11月4日到1月10日,Moderna额外获得了15亿美元的预购协议(“APA”)和5亿美元的期权,这些数字大多在上半年占很大比重。年。Moderna仍在与许多国家进行讨论,讨论是否需要添加额外的疫苗来应对22年秋季进入冬季的问题。我预计,当该说的都说了,该做的都做了,Moderna可能会在今年签署更多的APA。因此,看起来2022年可能会再次成为Moderna的又一个辉煌的一年。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e1246421e026d6fd58bec48546a19260\" tg-width=\"640\" tg-height=\"362\" width=\"100%\" height=\"auto\"/><span>How COVID-19 is likely to evolve</span></p><p><blockquote><p class=\"t-img-caption\"><span>COVID-19可能如何演变</span></p></blockquote></p><p>Currently, the world is in the midst of variant reinfection waves, which will likely continue throughout 2022 but by 2023 COVID-19 should become more seasonal and endemic. Morbidity waves are expected to become lower and lower over the next several years and there is a good chance that COVID-19 will be seen more like the flu is perceived today within a year or two. Post-pandemic, COVID-19 is expected to mostly only affect people aged 50-plus, health care workers, immunocompromised people and other high-risk populations. These groups will likely need boosters to ensure that they do not get severe disease and hospitalization. As COVID-19 winds down, demand for Spikevax will probably begin dropping in the 2023-to-2024-time frame. This is why some people have been predicting revenue declines for Moderna. Well, what is Moderna's post pandemic plan to replace the likely COVID-19 vaccine declining revenues?</p><p><blockquote>目前,世界正处于变异再感染浪潮中,这可能会持续到2022年,但到2023年,新冠肺炎应该会变得更加季节性和地方性。预计未来几年发病率会越来越低,一两年内,新冠肺炎很有可能会更像今天的流感。大流行后,新冠肺炎预计主要只影响50岁以上的人、医护人员、免疫功能低下的人和其他高危人群。这些群体可能需要加强剂,以确保他们不会患上严重疾病和住院。随着COVID-19的消退,对Spikevax的需求可能会在2023年至2024年期间开始下降。这就是为什么有人一直预测Moderna的收入会下降。那么,Moderna的后疫情计划是什么,以取代可能下降的新冠肺炎疫苗收入?</blockquote></p><p><b>Moderna's Plan Moving Forward</b></p><p><blockquote><b>Moderna的计划向前推进</b></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9965c1224ac3e57e5a4c764bbb50975\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"/><span>Moderna Product Strategy in 2022</span></p><p><blockquote><p class=\"t-img-caption\"><span>Moderna 2022年产品策略</span></p></blockquote></p><p>The initial way that Moderna plans on countering the likely COVID-19 vaccine decline is by bundling different seasonal respiratory vaccines together into just one vaccine. The days of getting COVID-19 specific vaccine seem to be waning and a pan-respiratory vaccine will likely compete extremely effectively with any laggards coming to the market late with only a COVID-19 solution.</p><p><blockquote>Moderna计划应对新冠肺炎疫苗可能下降的最初方法是将不同的季节性呼吸道疫苗捆绑在一起,形成一种疫苗。获得新冠肺炎特定疫苗的日子似乎正在过去,泛呼吸道疫苗可能会非常有效地与任何只有新冠肺炎解决方案才进入市场的落后者竞争。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4995949c9a253ebe6663e2deeb5ccce3\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"/><span>Moderna vision for pan-respiratory vaccine</span></p><p><blockquote><p class=\"t-img-caption\"><span>Moderna泛呼吸道疫苗愿景</span></p></blockquote></p><p>Moderna's vision is that an annual single-dose pan-respiratory booster can be customized to fit different demographics, different geographies, and different respiratory diseases over time. Eventually, Moderna even expects to target specific strains of respiratory diseases in specific regions. I wouldn't be surprised if a pan-respiratory vaccine starts to appear within two years.</p><p><blockquote>Moderna的愿景是,随着时间的推移,可以定制年度单剂量泛呼吸加强剂,以适应不同的人口统计、不同的地理位置和不同的呼吸道疾病。最终,Moderna甚至希望针对特定地区的特定呼吸道疾病毒株。如果泛呼吸道疫苗在两年内开始出现,我不会感到惊讶。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb027ec45a0750fdcd8b65307c4008d1\" tg-width=\"640\" tg-height=\"359\" width=\"100%\" height=\"auto\"/><span>Moderna Strategy After COVID-19</span></p><p><blockquote><p class=\"t-img-caption\"><span>COVID-19后的Moderna战略</span></p></blockquote></p><p>Unlike vaccine technology from companies like Novavax (NASDAQ:NVAX), mRNA can be used for many other different purposes besides infectious diseases.Novavax's pipeline only consists of 9 programs that target 5 other infectious diseases other than COVID-19. Most of Novavax's pipeline is mostly concerned with respiratory diseases, with only one direct contact latent virus, Ebola, appearing on the list.</p><p><blockquote>与Novavax(纳斯达克股票代码:NVAX)等公司的疫苗技术不同,mRNA可用于传染病之外的许多其他不同目的。Novavax的管道仅包括9个项目,针对除COVID-19以外的5种其他传染病。Novavax的大部分管道主要与呼吸道疾病有关,只有一种直接接触的潜伏病毒Ebola出现在名单上。</blockquote></p><p>In contrast, Moderna is much further ahead in developing solutions against multiple latent viruses that are a lot more prevalent than Ebola. The first ones being targeted and are already in clinical trials are CMV and EBV, with HIV soon to begin trials. CMV is Moderna's most advanced drug in the pipeline and the first patient has already been dosed in phase III trials. Besides CMV, EBV, and HIV, there a many other undisclosed latent viruses being worked on in the labs.</p><p><blockquote>相比之下,Moderna在开发针对多种潜伏病毒的解决方案方面遥遥领先,这些病毒比埃博拉病毒流行得多。第一批被瞄准并已经进入临床试验的是巨细胞病毒和EBV,HIV很快就会开始试验。CMV是Moderna在研发中最先进的药物,第一位患者已经在III期试验中接受了给药。除了CMV、EBV和HIV,还有许多其他未公开的潜伏病毒正在实验室中研究。</blockquote></p><p></p><p>The next area that Moderna is prioritizing is in developing therapeutics using mRNA technology which allows the company to produce oncology products, cardio products, rare genetic disease products and autoimmune disease products. This is an area that has significant upside for Moderna. Moderna will be using totally new approaches to develop solutions against cancer and develop solutions for diseases that currently have no significant solutions. Recently, Moderna formed a partnership with Carisma Therapeutics. Moderna plans to combine its mRNA technology with Carisma Therapeutics' engineered macrophage technology to develop solutions against solid tumor cancer. The reason why this is important is because while autologous CAR-Ts have really good data in Heme malignancies, which are blood cancers, they have not been very effective in solid tumors and eighty percent of cancer patients die of solid tumors. I won't go deep into the science behind it but scientist know the reasons why CAR-Ts are not as effective with solid tumors, and both companies think Carisma Therapeutics' CAR-Macrophage's technology combined with mRNA technology can produce revolutionary new ways to essentially cure the most prevalent and difficult to treat form of cancer deaths which are solid tumors.</p><p><blockquote>Moderna优先考虑的下一个领域是使用mRNA技术开发疗法,该技术使该公司能够生产肿瘤产品、心脏产品、罕见遗传病产品和自身免疫性疾病产品。对于Moderna来说,这是一个具有巨大优势的领域。Moderna将使用全新的方法来开发抗癌解决方案,并为目前没有重要解决方案的疾病开发解决方案。最近,Moderna与Carisma Therapeutics建立了合作伙伴关系。Moderna计划将其mRNA技术与Carisma Therapeutics的工程巨噬细胞技术相结合,开发针对实体瘤癌症的解决方案。这一点之所以重要,是因为虽然自体CAR-T在血红素恶性肿瘤(血癌)中有非常好的数据,但它们在实体瘤中并不是很有效,80%的癌症患者死于实体瘤。我不会深入探讨其背后的科学,但科学家知道CAR-T对实体瘤不那么有效的原因,两家公司都认为Carisma Therapeutics的CAR-Macrophage技术与mRNA技术相结合可以产生革命性的新方法,从根本上治愈最普遍和最难治疗的癌症死亡形式,即实体瘤。</blockquote></p><p>Moderna's deep expertise in mRNA and LNP technologies opens up a potentially game-changing opportunity for engineered macrophages. In vivo delivery directly to monocytes and macrophages enables an off-the-shelf therapeutic approach that uses the patients' own cells to provide a truly personalized treatment.Source: Steven Kelly, President and Chief Executive Officer of CarismaRight now, there is no way to factor in the upside of Moderna potentially developing a significantly better solution to attacking and possibly curing solid tumor cancer. The therapies that could come out of partnerships like the one Moderna has with Carisma could potentially produce home runs just as big, if not bigger than the COVID-19 vaccine.</p><p><blockquote>Moderna在mRNA和LNP技术方面的深厚专业知识为工程巨噬细胞带来了潜在的改变游戏规则的机会。体内直接递送至单核细胞和巨噬细胞实现了使用患者自身细胞提供真正个性化治疗的现成治疗方法。资料来源:Steven Kelly,CarismaRight总裁兼首席执行官现在,没有办法考虑到Moderna可能开发出一种明显更好的解决方案来攻击并可能治愈实体瘤癌症的优势。像Moderna与Carisma这样的合作伙伴关系可能产生的疗法可能会产生与COVID-19疫苗一样大的本垒打,如果不是更大的话。</blockquote></p><p>The fourth area that Moderna is developing solutions using gene-editing enzymes. Moderna has only seriously got into gene editing relatively recently when the company signed a collaboration with Metagenomi. For those unaware,gene-editing is the same strategy that companies like Editas (NASDAQ:EDIT) and CRISPR Therapeutics (NASDAQ:CRSP) are pursuing. The focus for the Metagenomi collaboration will be on serious genetic diseases.</p><p><blockquote>Moderna正在开发使用基因编辑酶的解决方案的第四个领域。Moderna直到最近才认真涉足基因编辑领域,当时该公司与Metagenomi签署了合作协议。对于那些不知道的人来说,基因编辑与Editas(纳斯达克:EDIT)和CRISPR Therapeutics(纳斯达克:CRSP)等公司正在追求的策略相同。宏基因组学合作的重点将是严重的遗传疾病。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8041f6f8edad22795cbe4a3295d68973\" tg-width=\"640\" tg-height=\"361\" width=\"100%\" height=\"auto\"/><span>Moderna capital allocation priorities</span></p><p><blockquote><p class=\"t-img-caption\"><span>Moderna资本配置优先事项</span></p></blockquote></p><p>Moderna has already started spending its huge cash flows derived from COVID-19 vaccine sales. I just wanted to include the above slide in this article because it shows that Moderna's number one capital allocation priority is investing in R&D, manufacturing infrastructure and continuing to build out the company's commercial infrastructure. The second priority is investing in external investment opportunities, either in the form of collaborations or M&A. The collaborations with Metagenomi and Carisma Therapeutics are examples of this second priority.</p><p><blockquote>Moderna已经开始花费其从COVID-19疫苗销售中获得的巨额现金流。我只是想将上面的幻灯片包含在本文中,因为它表明Moderna的头号资本配置优先事项是投资研发、制造基础设施并继续建设公司的商业基础设施。第二个优先事项是投资外部投资机会,无论是以合作还是并购的形式。与Metagenomi和Carisma Therapeutics的合作就是第二个优先事项的例子。</blockquote></p><p><b>Manufacturing Capacity</b></p><p><blockquote><b>制造能力</b></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36484ebc09cffbacbfa8ce06eea49f22\" tg-width=\"640\" tg-height=\"357\" width=\"100%\" height=\"auto\"/><span>Moderna In-country vaccine manufacturing</span></p><p><blockquote><p class=\"t-img-caption\"><span>Moderna国内疫苗生产</span></p></blockquote></p><p>There is a rather large set of existing potential competitors to Moderna and there are also countries like India that are supporting rising home-grown mRNA platform companies. One of the ways that Moderna is keeping ahead of such efforts from competitors is using its $15.3 billion in cash and $3.2 billion in Free Cash Flow at the end of Q3, to build out significant mRNA manufacturing capability across the world. Moderna has announced in principle agreements with Australia and Canadato build out mRNA vaccine manufacturing plants within those countries. These announcements are in addition to the plans to build a factory capable of producing up to 500 million vaccine doses in Africa each year. I believe Moderna is still in the process of choosing which African country the manufacturing site will be located in.</p><p><blockquote>Moderna现有的潜在竞争对手相当多,也有像印度这样的国家正在支持崛起的本土mRNA平台公司。Moderna领先于竞争对手的方法之一是利用第三季度末的153亿美元现金和32亿美元自由现金流,在全球范围内建立重要的mRNA制造能力。Moderna已宣布原则上与澳大利亚和加拿大达成协议,在这些国家建立mRNA疫苗制造厂。这些公告是对在非洲建立一个每年能够生产多达5亿剂疫苗的工厂的计划的补充。我相信Moderna仍在选择生产基地将设在哪个非洲国家。</blockquote></p><p><b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p>The major risk that Moderna faces in the short term is revenue from the COVID-19 declining faster than Moderna can get other vaccines or therapies on to market and show superior results. The closest drug to approval is a CMV vaccine. An approval of the CMV vaccine would likely shoot Moderna's stock higher because it would show that mRNA is viable for addressing other diseases. A CMV rejection would likely drop Moderna's stock much lower.</p><p><blockquote>Moderna短期内面临的主要风险是来自COVID-19的收入下降速度快于Moderna将其他疫苗或疗法推向市场并显示出卓越效果的速度。最接近批准的药物是巨细胞病毒疫苗。CMV疫苗的批准可能会推高Moderna的股价,因为它将表明mRNA对于治疗其他疾病是可行的。CMV被拒绝可能会导致Moderna的股价大幅下跌。</blockquote></p><p></p><p>Another major risk for Moderna are patent disputes and lawsuits. Moderna recently had to back down in a dispute with the NIH over COVID-19 patents and Moderna could also soon face a patent infringement lawsuit from Arbutus (NASDAQ:ABUS) over the COVID-19 vaccine. Currently, it is unknown how these disputes will impact Moderna over the longer term.</p><p><blockquote>Moderna面临的另一个主要风险是专利纠纷和诉讼。Moderna最近不得不在与NIH关于COVID-19专利的纠纷中让步,Moderna也可能很快面临Arbutus(纳斯达克:ABUS)关于COVID-19疫苗的专利侵权诉讼。目前,尚不清楚这些纠纷将如何长期影响Moderna。</blockquote></p><p><b>Analyst Price Targets</b></p><p><blockquote><b>分析师目标价</b></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c0e5d79d00e415b16e4141b35eaaad4\" tg-width=\"461\" tg-height=\"416\" width=\"100%\" height=\"auto\"/><span>Moderna Analyst Price Targets</span></p><p><blockquote><p class=\"t-img-caption\"><span>Moderna分析师价格目标</span></p></blockquote></p><p>The above is based on 15 Wall Street analysts offering 12-month price targets for Moderna in the last 3 months. The average price target is $289.07 with a high forecast of $506.00 and a low forecast of $86.00. The average price target represents a 38% increase from the last price of $210.17.</p><p><blockquote>以上是基于15位华尔街分析师在过去3个月内为Moderna提供的12个月目标价。平均目标价为289.07美元,高预测为506.00美元,低预测为86.00美元。平均目标价较上次价格210.17美元上涨38%。</blockquote></p><p><b>Valuation</b></p><p><blockquote><b>估值</b></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19ae061dd4c060bb37f43ff041dc2577\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ff983411a9b9571f66378eddc98653c\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/259a902789541a798fdf388cf46d6b37\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p>The comparisons between these three relatively new biotechs with COVID-19 vaccines already shipping, shows Moderna is the most highly valued stock but BioNTech has the best revenue growth and operating margins. Going strictly by value, BioNTech is probably the best buy but in reality, all three companies are biotechs, in which one hit product or one large dismal failure can change the fortunes of the company. I view all three companies as very speculative, even with the success achieved by producing solutions for the COVID-19 pandemic.</p><p><blockquote>这三种相对较新的生物技术公司与已经发货的COVID-19疫苗之间的比较表明,Moderna是估值最高的股票,但BioNTech拥有最好的收入增长和营业利润率。严格按照价值计算,BioNTech可能是最好的选择,但实际上,这三家公司都是生物技术公司,一个热门产品或一次惨淡的失败就可以改变公司的命运。我认为这三家公司都非常投机,尽管它们通过为COVID-19大流行提供解决方案取得了成功。</blockquote></p><p>I am not a big fan of trying to use valuation techniques on any biotech company. There is simply no way to value the future potential success or failure of the bets that many biotech companies make. If Moderna is part of curing solid tumor cancer, for instance, Moderna's current valuation will be viewed in hindsight as being way too low. If most of Moderna's pipeline fails then the valuation will be viewed in hindsight as being way too high.</p><p><blockquote>我不太喜欢尝试对任何生物技术公司使用估值技术。根本没有办法评估许多生物技术公司所下的赌注未来潜在的成功或失败。例如,如果Moderna是治疗实体瘤癌症的一部分,那么Moderna目前的估值事后会被认为太低。如果Moderna的大部分产品线都失败了,那么事后看来,估值将被视为过高。</blockquote></p><p><b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p>Moderna is a high risk, high reward bet on mRNA technology succeeding in either preventing or curing many difficult to treat diseases. This is a stock that is strictly for long-term aggressive growth investors that are interested in speculating on potential home-run type products over a five-to-ten-year time frame. The risk that Moderna is only a one-product company is somewhat mitigated by the fact that the efficacy of the COVID-19 vaccine was so high, that is serves as a kind of proof of concept that a mRNA platform can produce other novel ways of addressing other difficult diseases.</p><p><blockquote>Moderna是对mRNA技术的高风险、高回报赌注,成功预防或治愈许多难以治疗的疾病。这是一只严格适合长期激进增长投资者的股票,他们有兴趣在五到十年的时间范围内投机潜在的本垒打型产品。Moderna只是一家单一产品公司的风险在一定程度上被COVID-19疫苗的功效如此之高这一事实所缓解,即mRNA平台可以产生其他新方法来解决其他疑难疾病。</blockquote></p><p>The 58% pullback from Moderna's all-time high of $497.49 gives aggressive growth investors a chance to buy into a company with significant potential upside. However, risk averse or investors sensitive to short-term price movements should avoid Moderna's stock for now because there is significant downside risk if COVID-19 revenue drops off too rapidly before Moderna can show that it can achieve similar success in addressing other diseases.</p><p><blockquote>Moderna较497.49美元的历史高点回调58%,为激进的增长投资者提供了买入一家具有巨大潜在上涨空间的公司的机会。然而,规避风险或对短期价格变动敏感的投资者目前应避开Moderna的股票,因为如果在Moderna证明它可以在解决其他疾病方面取得类似成功之前,COVID-19收入下降过快,则存在巨大的下行风险。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4479930-moderna-high-upside-potential-at-current-prices\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc."},"source_url":"https://seekingalpha.com/article/4479930-moderna-high-upside-potential-at-current-prices","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131862461","content_text":"SummaryModerna has a significant first mover competitive advantage by not only developing the COVID-19 vaccine but also by scaling the company's mRNA manufacturing capacity.Moderna recently reported the preliminary COVID-19 estimate for product sales in 2021 as being approximately $17.5 billion.Recently, Singapore released data showing that COVID-19 deaths were the lowest among Moderna vaccine takers.One of the ways that Moderna is keeping ahead of potential mRNA competition is using its $15.3 billion in cash and $3.2 billion in Free Cash Flow to continue building out significant mRNA manufacturing capability across the world.The 58% pullback from Moderna's all-time high of $497.49 gives aggressive growth investors a chance to buy into a company with significant upside potential.Maddie Meyer/Getty Images NewsModerna (NASDAQ:MRNA) has extremely high upside from being a first mover in developing the world's most advanced mRNA platform. One of the most promising potential solutions for helping prevent or cure some of the most intractable diseases known to man is mRNA technology and Moderna has not only developed the most advanced mRNA platform but has also built out significant mRNA manufacturing capacity worldwide. There are many companies that are in various stages of developing mRNA technology but there are very few that have advanced as far as Moderna has in both developing mRNA technology, as well as having the manufacturing capacity and other commercial infrastructure to produce billions of doses of a vaccine per year. At this time, the only companies that have both the knowledge of advanced mRNA techniques and the manufacturing capacity to compete in the same arena as Moderna is the BioNTech (NASDAQ:BNTX) - Pfizer (NYSE:PFE) partnership.Moderna has a significant first mover competitive advantage by not only developing the COVID-19 vaccine but also by scaling the company's mRNA manufacturing capacity. It is one thing to produce mRNA in a lab setting but quite another to safely mass produce effective vaccines in regulator approved manufacturing sites around the world. Moderna's first mover advantage has translated into a very large war chest of cash from COVID-19 sales in which the company can use to further its lead by investing in advancing mRNA technology, improving mRNA manufacturing processes, and building out significant manufacturing capability worldwide. Moderna is also well along in developing one of the deepest drug pipelines in the world.While a first mover advantage is not exactly a moat, for the next several years at least, Moderna should enjoy a significant lead in developing many different mRNA-based therapies or vaccines to treat numerous difficult to treat diseases. Moderna currently has 40 different drug development programs, which is almost unheard of for such a relatively young biotech company that only two years ago was simply a research outfit. In the end, Moderna's mRNA platform and manufacturing capacity should result in significant long-term upside for investors buying into Moderna's stock today.Advantages of mRNA TechnologyThe reason why Moderna was able to rapidly develop a COVID-19 solution, while at the same time continuing to build out a significant number of drug development programs is because of the nature of mRNA technology.The development and manufacturing of mRNA for use as therapeuticsandvaccines are comparatively simple, scalableandextremely rapid.Source:Millapore SigmaThere are numerous advantages of a mRNA platform over traditional drug making. The major advantages of a mRNA platform that were demonstrated by the response to the COVID-19 pandemic was the ability to take the sequence of the virus and quickly move from development, to clinical trials, to approval, to mass manufacturing of a vaccine in a very rapid period of time. As Moderna and others get more experience and regulatory bodies get more comfortable with mRNA technology, I can see the day in the future where the response time of discovery of a virulent virus to clinical trials of a vaccine, to vaccine approval, to mass manufacturing of the vaccine could significantly shrink. Right now, it looks like it takes about 9 months to a year to move from virus discovery to eventually making it into people's arms. Eventually, this response time could shrink to matter of a few months.Omnicron was first identified as a variant around November 24, 2021. Moderna CEO Stéphane Bancel said in a CNBC interview that clinical trials for an Omnicron vaccine will start soon and a Omnicron vaccine should be available by fall. This type of rapid response to infectious diseases is unheard of before now and as time goes along, mRNA platform companies could not only become proficient in rapidly producing vaccines against specific viruses but also become proficient at producing vaccines against specific strains of a virus, in specific regions of the world. Among the reason why I think Moderna is building manufacturing capacity in different countries and regions of the world is because vaccines will eventually be less of a one size fits all countries and be more along the lines of regional manufacturing sites creating vaccines specific for the most prevalent viruses and strains of virus in that specific region.Another potential huge advantage of a mRNA platform is flexibility. Theoretically, a mRNA manufacturing plant can be relatively rapidly switched to producing any other mRNA-based drug. It is possible that a mRNA plant that makes COVID-19 vaccines could be rapidly switched to making an Ebola vaccine, for instance. This is in contrast to the manufacturing process of many traditional drugs that require a dedicated plant to produce a drug. This could make the CapEx involved for producing multiple different types of drugs, far lower than a traditional drug manufacturer.The COVID-19 pandemic has highlighted exactly how easy it is to change the vaccine simply by plugging the genetic sequence of any virus that Moderna wants to target right into its basic mRNA platform. This is not only useful for being able to attack different strains of COVID-19 but also means that Moderna has the ability of using the sequence of any virus whether that be the flu, HIV, CMV, Tuberculosis, Zika, or Rabies and quickly produce a vaccine ready for testing.COVID-19 ProgressCOVID-19 has totally changed the fortunes of Moderna within just two years. Up until 2020, Moderna was only a little-known drug research outfit that had very little revenues but being the second company to bring a viable vaccine to protect against COVID-19 into US markets, has made Moderna very widely known worldwide and the company has built a huge brand that is on the verge of becoming a giant within the drug industry.There is real world evidence that up until now, Moderna has produced the most effective COVID-19 vaccine. Data from all over the world supports the very strong efficacy that was shown in phase III data in the USA. Recently, Singapore released data showing that COVID-19 deaths were lowest among Moderna takers. Singapore had 802 deaths out of which 70% were unvaccinated. Between Moderna, Pfizer-BioNTech, Sinopharm and Sinovac vaccines, Moderna had the least death rates:11 deaths per 100,000: Sinovac7.8 deaths per 100,000: Sinopharm6.2 deaths per 100,000: Pfizer/BioNTech1 death per 100,000: ModernaOver the course of 2021, Moderna shipped 807 million doses of Spikevax, Moderna's COVID-19 vaccine, to many different locations around the world, with around 25% of those doses going to low-income and middle-income countries. Moderna reported recently during the JPMorgan 40th Annual Healthcare Conference on January 10th, that the preliminary estimate for Spikevax product sales in 2021 is around $17.5 billion.Because of the huge demand for Moderna's vaccine worldwide, for a decent part of 2021, the company was supply constrained but that situation is beginning to turn around now. Moderna CEO Stephane Bancel attributes the reason for supply constraints as Moderna having a higher dose than the Pfizer-BioNTech vaccine. The higher dose was a big drain on manufacturing resources. Moderna has since built out additional manufacturing capacity over the course of 2021 and is now in much better shape to address COVID-19 demand. In Q4, Moderna shipped 300 million doses, which is a run rate of 1.2 billion doses. Moderna believes that they can produce two billion to three billion doses of boosters over the course of 2022, if necessary.Moderna Spikevax advanced purchase agreementsBecause COVID-19 vaccine makers have lately been having to play whack-a-mole with new variants, the demand for Spikevax is still rising. As can be seen from the above graphic, from November 4th to January 10th, Moderna has gained and additional $1.5 billion in advanced purchase agreements (\"APA\") and $0.5 Billion in options, with those numbers being mostly heavily weighted toward the first half of the year. Moderna is still having ongoing discussions with many countries about whether additional vaccines will need to be added to address the fall moving into winter of '22. I expect that when all is said and done, Moderna could wind up signing additional APAs over the course of the year. So, it looks like 2022 might again be another banner year for Moderna.How COVID-19 is likely to evolveCurrently, the world is in the midst of variant reinfection waves, which will likely continue throughout 2022 but by 2023 COVID-19 should become more seasonal and endemic. Morbidity waves are expected to become lower and lower over the next several years and there is a good chance that COVID-19 will be seen more like the flu is perceived today within a year or two. Post-pandemic, COVID-19 is expected to mostly only affect people aged 50-plus, health care workers, immunocompromised people and other high-risk populations. These groups will likely need boosters to ensure that they do not get severe disease and hospitalization. As COVID-19 winds down, demand for Spikevax will probably begin dropping in the 2023-to-2024-time frame. This is why some people have been predicting revenue declines for Moderna. Well, what is Moderna's post pandemic plan to replace the likely COVID-19 vaccine declining revenues?Moderna's Plan Moving ForwardModerna Product Strategy in 2022The initial way that Moderna plans on countering the likely COVID-19 vaccine decline is by bundling different seasonal respiratory vaccines together into just one vaccine. The days of getting COVID-19 specific vaccine seem to be waning and a pan-respiratory vaccine will likely compete extremely effectively with any laggards coming to the market late with only a COVID-19 solution.Moderna vision for pan-respiratory vaccineModerna's vision is that an annual single-dose pan-respiratory booster can be customized to fit different demographics, different geographies, and different respiratory diseases over time. Eventually, Moderna even expects to target specific strains of respiratory diseases in specific regions. I wouldn't be surprised if a pan-respiratory vaccine starts to appear within two years.Moderna Strategy After COVID-19Unlike vaccine technology from companies like Novavax (NASDAQ:NVAX), mRNA can be used for many other different purposes besides infectious diseases.Novavax's pipeline only consists of 9 programs that target 5 other infectious diseases other than COVID-19. Most of Novavax's pipeline is mostly concerned with respiratory diseases, with only one direct contact latent virus, Ebola, appearing on the list.In contrast, Moderna is much further ahead in developing solutions against multiple latent viruses that are a lot more prevalent than Ebola. The first ones being targeted and are already in clinical trials are CMV and EBV, with HIV soon to begin trials. CMV is Moderna's most advanced drug in the pipeline and the first patient has already been dosed in phase III trials. Besides CMV, EBV, and HIV, there a many other undisclosed latent viruses being worked on in the labs.The next area that Moderna is prioritizing is in developing therapeutics using mRNA technology which allows the company to produce oncology products, cardio products, rare genetic disease products and autoimmune disease products. This is an area that has significant upside for Moderna. Moderna will be using totally new approaches to develop solutions against cancer and develop solutions for diseases that currently have no significant solutions. Recently, Moderna formed a partnership with Carisma Therapeutics. Moderna plans to combine its mRNA technology with Carisma Therapeutics' engineered macrophage technology to develop solutions against solid tumor cancer. The reason why this is important is because while autologous CAR-Ts have really good data in Heme malignancies, which are blood cancers, they have not been very effective in solid tumors and eighty percent of cancer patients die of solid tumors. I won't go deep into the science behind it but scientist know the reasons why CAR-Ts are not as effective with solid tumors, and both companies think Carisma Therapeutics' CAR-Macrophage's technology combined with mRNA technology can produce revolutionary new ways to essentially cure the most prevalent and difficult to treat form of cancer deaths which are solid tumors.Moderna's deep expertise in mRNA and LNP technologies opens up a potentially game-changing opportunity for engineered macrophages. In vivo delivery directly to monocytes and macrophages enables an off-the-shelf therapeutic approach that uses the patients' own cells to provide a truly personalized treatment.Source: Steven Kelly, President and Chief Executive Officer of CarismaRight now, there is no way to factor in the upside of Moderna potentially developing a significantly better solution to attacking and possibly curing solid tumor cancer. The therapies that could come out of partnerships like the one Moderna has with Carisma could potentially produce home runs just as big, if not bigger than the COVID-19 vaccine.The fourth area that Moderna is developing solutions using gene-editing enzymes. Moderna has only seriously got into gene editing relatively recently when the company signed a collaboration with Metagenomi. For those unaware,gene-editing is the same strategy that companies like Editas (NASDAQ:EDIT) and CRISPR Therapeutics (NASDAQ:CRSP) are pursuing. The focus for the Metagenomi collaboration will be on serious genetic diseases.Moderna capital allocation prioritiesModerna has already started spending its huge cash flows derived from COVID-19 vaccine sales. I just wanted to include the above slide in this article because it shows that Moderna's number one capital allocation priority is investing in R&D, manufacturing infrastructure and continuing to build out the company's commercial infrastructure. The second priority is investing in external investment opportunities, either in the form of collaborations or M&A. The collaborations with Metagenomi and Carisma Therapeutics are examples of this second priority.Manufacturing CapacityModerna In-country vaccine manufacturingThere is a rather large set of existing potential competitors to Moderna and there are also countries like India that are supporting rising home-grown mRNA platform companies. One of the ways that Moderna is keeping ahead of such efforts from competitors is using its $15.3 billion in cash and $3.2 billion in Free Cash Flow at the end of Q3, to build out significant mRNA manufacturing capability across the world. Moderna has announced in principle agreements with Australia and Canadato build out mRNA vaccine manufacturing plants within those countries. These announcements are in addition to the plans to build a factory capable of producing up to 500 million vaccine doses in Africa each year. I believe Moderna is still in the process of choosing which African country the manufacturing site will be located in.RisksThe major risk that Moderna faces in the short term is revenue from the COVID-19 declining faster than Moderna can get other vaccines or therapies on to market and show superior results. The closest drug to approval is a CMV vaccine. An approval of the CMV vaccine would likely shoot Moderna's stock higher because it would show that mRNA is viable for addressing other diseases. A CMV rejection would likely drop Moderna's stock much lower.Another major risk for Moderna are patent disputes and lawsuits. Moderna recently had to back down in a dispute with the NIH over COVID-19 patents and Moderna could also soon face a patent infringement lawsuit from Arbutus (NASDAQ:ABUS) over the COVID-19 vaccine. Currently, it is unknown how these disputes will impact Moderna over the longer term.Analyst Price TargetsModerna Analyst Price TargetsThe above is based on 15 Wall Street analysts offering 12-month price targets for Moderna in the last 3 months. The average price target is $289.07 with a high forecast of $506.00 and a low forecast of $86.00. The average price target represents a 38% increase from the last price of $210.17.ValuationData by YChartsData by YChartsData by YChartsThe comparisons between these three relatively new biotechs with COVID-19 vaccines already shipping, shows Moderna is the most highly valued stock but BioNTech has the best revenue growth and operating margins. Going strictly by value, BioNTech is probably the best buy but in reality, all three companies are biotechs, in which one hit product or one large dismal failure can change the fortunes of the company. I view all three companies as very speculative, even with the success achieved by producing solutions for the COVID-19 pandemic.I am not a big fan of trying to use valuation techniques on any biotech company. There is simply no way to value the future potential success or failure of the bets that many biotech companies make. If Moderna is part of curing solid tumor cancer, for instance, Moderna's current valuation will be viewed in hindsight as being way too low. If most of Moderna's pipeline fails then the valuation will be viewed in hindsight as being way too high.ConclusionModerna is a high risk, high reward bet on mRNA technology succeeding in either preventing or curing many difficult to treat diseases. This is a stock that is strictly for long-term aggressive growth investors that are interested in speculating on potential home-run type products over a five-to-ten-year time frame. The risk that Moderna is only a one-product company is somewhat mitigated by the fact that the efficacy of the COVID-19 vaccine was so high, that is serves as a kind of proof of concept that a mRNA platform can produce other novel ways of addressing other difficult diseases.The 58% pullback from Moderna's all-time high of $497.49 gives aggressive growth investors a chance to buy into a company with significant potential upside. However, risk averse or investors sensitive to short-term price movements should avoid Moderna's stock for now because there is significant downside risk if COVID-19 revenue drops off too rapidly before Moderna can show that it can achieve similar success in addressing other diseases.","news_type":1,"symbols_score_info":{"MRNA":0.9}},"isVote":1,"tweetType":1,"viewCount":2927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697325050,"gmtCreate":1642302242522,"gmtModify":1642302242832,"author":{"id":"3574724399840291","authorId":"3574724399840291","name":"Jabinlim","avatar":"https://static.tigerbbs.com/16b7f0f6ddc76fb4fc1d066ca1b55493","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"themes":[],"htmlText":"Nice ","listText":"Nice ","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697325050","repostId":"1157810795","repostType":4,"repost":{"id":"1157810795","kind":"news","pubTimestamp":1642297453,"share":"https://www.laohu8.com/m/news/1157810795?lang=zh_CN&edition=full","pubTime":"2022-01-16 09:44","market":"us","language":"en","title":"Trump SPAC Tops Financial Gainers This Week, Neobank Nu Holdings Falls the Most<blockquote>特朗普SPAC本周涨幅居前,Neobank Nu Holdings跌幅最大</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1157810795","media":"Seeking Alpha","summary":"Digital World Acquisition(NASDAQ:DWAC), the SPAC that's taking Donald Trump's social media platform ","content":"<p><html><head></head><body><ul><li>Digital World Acquisition(NASDAQ:DWAC), the SPAC that's taking Donald Trump's social media platform public, tops the financial stocks that rose the most this week.</li><li>DWACsurges 31%during the week, with the launch of Trump's Truth Socialmore than a month away.</li><li>Itaú Corpbanca(NYSE:ITCB), a bank operating in Chile and Columbia, rises 16%for the week;</li><li>Peru-based Intercorp Financial(NYSE:IFS)gains 14%;</li><li>Encore Capital Group(NASDAQ:ECPG)rose 13%; and</li><li>Woori Financial(NYSE:WF)advances 12%for the week.</li><li>Among financial stocks on the decline this week, Nu Holdings(NYSE:NU), the neobank operating as NuBank, falls 13%, continuing the narrative of volatile fintech stocks.</li><li>Goosehead Insurance(NASDAQ:GSHD)drops 11%, marking its second straight week among the largest financial stock decliners;</li><li>Grab Holdings(NASDAQ:GRAB), the Singapore-based super app and fintech platform, slid 11%for the week; the company started trading publicly in early December after merging with SPACAltimeter Growth.</li><li>Live OakBancshares(NASDAQ:LOB)drops 10%; and</li><li>Hagerty(NYSE:HGTY), the insurer of classic and enthusiast vehicles,falls 10%.</li><li>JPMorgan Chase(NYSE:JPM), 15th place on the decliners list, dropped 5.5%for the week, but 6.2% on Friday after its higher-than-expected expense guidance rattled investors.</li></ul></body></html></p><p><blockquote><html><head></head><body><ul><li>Digital World Acquisition(纳斯达克股票代码:DWAC)是一家将唐纳德·特朗普的社交媒体平台上市的特殊目的收购公司,在本周涨幅最大的金融股中名列前茅。</li><li>距离特朗普的Truth Social推出还有一个多月,DWAC本周飙升31%。</li><li>在智利和哥伦比亚开展业务的银行ItaúCorpBanca(NYSE:ITCB)本周上涨16%;</li><li>总部位于秘鲁的Intercorp Financial(NYSE:IFS)上涨14%;</li><li>Encore Capital Group(纳斯达克:ECPG)上涨13%;和</li><li>友利金融(NYSE:WF)本周上涨12%。</li><li>在本周下跌的金融股中,以NuBank名义运营的新银行Nu Holdings(NYSE:NU)下跌13%,延续了金融科技股波动的叙事。</li><li>Goosehead Insurance(纳斯达克股票代码:GSHD)下跌11%,连续第二周成为金融股跌幅最大的股票之一;</li><li>总部位于新加坡的超级应用和金融科技平台Grab Holdings(纳斯达克:GRAB)本周下跌11%;该公司在与SPACAltimeter Growth合并后于12月初开始公开交易。</li><li>Live OakBancshares(纳斯达克:LOB)下跌10%;和</li><li>老爷车和爱好者汽车保险公司Hagerty(NYSE:HGTY)股价下跌10%。</li><li>摩根大通(NYSE:JPM)在跌幅榜上排名第15位,本周下跌5.5%,但周五下跌6.2%,原因是其高于预期的支出指引令投资者感到不安。</li></ul></body></html></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>Trump SPAC Tops Financial Gainers This Week, Neobank Nu Holdings Falls the Most<blockquote>特朗普SPAC本周涨幅居前,Neobank Nu Holdings跌幅最大</blockquote></title>\n<style 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#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\">\nTrump SPAC Tops Financial Gainers This Week, Neobank Nu Holdings Falls the Most<blockquote>特朗普SPAC本周涨幅居前,Neobank Nu Holdings跌幅最大</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2022-01-16 09:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><ul><li>Digital World Acquisition(NASDAQ:DWAC), the SPAC that's taking Donald Trump's social media platform public, tops the financial stocks that rose the most this week.</li><li>DWACsurges 31%during the week, with the launch of Trump's Truth Socialmore than a month away.</li><li>Itaú Corpbanca(NYSE:ITCB), a bank operating in Chile and Columbia, rises 16%for the week;</li><li>Peru-based Intercorp Financial(NYSE:IFS)gains 14%;</li><li>Encore Capital Group(NASDAQ:ECPG)rose 13%; and</li><li>Woori Financial(NYSE:WF)advances 12%for the week.</li><li>Among financial stocks on the decline this week, Nu Holdings(NYSE:NU), the neobank operating as NuBank, falls 13%, continuing the narrative of volatile fintech stocks.</li><li>Goosehead Insurance(NASDAQ:GSHD)drops 11%, marking its second straight week among the largest financial stock decliners;</li><li>Grab Holdings(NASDAQ:GRAB), the Singapore-based super app and fintech platform, slid 11%for the week; the company started trading publicly in early December after merging with SPACAltimeter Growth.</li><li>Live OakBancshares(NASDAQ:LOB)drops 10%; and</li><li>Hagerty(NYSE:HGTY), the insurer of classic and enthusiast vehicles,falls 10%.</li><li>JPMorgan Chase(NYSE:JPM), 15th place on the decliners list, dropped 5.5%for the week, but 6.2% on Friday after its higher-than-expected expense guidance rattled investors.</li></ul></body></html></p><p><blockquote><html><head></head><body><ul><li>Digital World Acquisition(纳斯达克股票代码:DWAC)是一家将唐纳德·特朗普的社交媒体平台上市的特殊目的收购公司,在本周涨幅最大的金融股中名列前茅。</li><li>距离特朗普的Truth Social推出还有一个多月,DWAC本周飙升31%。</li><li>在智利和哥伦比亚开展业务的银行ItaúCorpBanca(NYSE:ITCB)本周上涨16%;</li><li>总部位于秘鲁的Intercorp Financial(NYSE:IFS)上涨14%;</li><li>Encore Capital Group(纳斯达克:ECPG)上涨13%;和</li><li>友利金融(NYSE:WF)本周上涨12%。</li><li>在本周下跌的金融股中,以NuBank名义运营的新银行Nu Holdings(NYSE:NU)下跌13%,延续了金融科技股波动的叙事。</li><li>Goosehead Insurance(纳斯达克股票代码:GSHD)下跌11%,连续第二周成为金融股跌幅最大的股票之一;</li><li>总部位于新加坡的超级应用和金融科技平台Grab Holdings(纳斯达克:GRAB)本周下跌11%;该公司在与SPACAltimeter Growth合并后于12月初开始公开交易。</li><li>Live OakBancshares(纳斯达克:LOB)下跌10%;和</li><li>老爷车和爱好者汽车保险公司Hagerty(NYSE:HGTY)股价下跌10%。</li><li>摩根大通(NYSE:JPM)在跌幅榜上排名第15位,本周下跌5.5%,但周五下跌6.2%,原因是其高于预期的支出指引令投资者感到不安。</li></ul></body></html></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/news/3788466-trump-spac-tops-financial-gainers-this-week-neobank-nu-holdings-falls-the-most\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NU":"Nu Holdings Ltd."},"source_url":"https://seekingalpha.com/news/3788466-trump-spac-tops-financial-gainers-this-week-neobank-nu-holdings-falls-the-most","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157810795","content_text":"Digital World Acquisition(NASDAQ:DWAC), the SPAC that's taking Donald Trump's social media platform public, tops the financial stocks that rose the most this week.DWACsurges 31%during the week, with the launch of Trump's Truth Socialmore than a month away.Itaú Corpbanca(NYSE:ITCB), a bank operating in Chile and Columbia, rises 16%for the week;Peru-based Intercorp Financial(NYSE:IFS)gains 14%;Encore Capital Group(NASDAQ:ECPG)rose 13%; andWoori Financial(NYSE:WF)advances 12%for the week.Among financial stocks on the decline this week, Nu Holdings(NYSE:NU), the neobank operating as NuBank, falls 13%, continuing the narrative of volatile fintech stocks.Goosehead Insurance(NASDAQ:GSHD)drops 11%, marking its second straight week among the largest financial stock decliners;Grab Holdings(NASDAQ:GRAB), the Singapore-based super app and fintech platform, slid 11%for the week; the company started trading publicly in early December after merging with SPACAltimeter Growth.Live OakBancshares(NASDAQ:LOB)drops 10%; andHagerty(NYSE:HGTY), the insurer of classic and enthusiast vehicles,falls 10%.JPMorgan Chase(NYSE:JPM), 15th place on the decliners list, dropped 5.5%for the week, but 6.2% on Friday after its higher-than-expected expense guidance rattled investors.","news_type":1,"symbols_score_info":{"NU":0.9,"DWAC":0.9}},"isVote":1,"tweetType":1,"viewCount":3415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697322406,"gmtCreate":1642302216202,"gmtModify":1642302216482,"author":{"id":"3574724399840291","authorId":"3574724399840291","name":"Jabinlim","avatar":"https://static.tigerbbs.com/16b7f0f6ddc76fb4fc1d066ca1b55493","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"themes":[],"htmlText":"All going down ","listText":"All going down ","text":"All going down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697322406","repostId":"2203201745","repostType":4,"isVote":1,"tweetType":1,"viewCount":3826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697966287,"gmtCreate":1642218067672,"gmtModify":1642218067992,"author":{"id":"3574724399840291","authorId":"3574724399840291","name":"Jabinlim","avatar":"https://static.tigerbbs.com/16b7f0f6ddc76fb4fc1d066ca1b55493","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"themes":[],"htmlText":"Downtrend ","listText":"Downtrend ","text":"Downtrend","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/697966287","repostId":"2203201745","repostType":4,"isVote":1,"tweetType":1,"viewCount":4532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697966637,"gmtCreate":1642218043868,"gmtModify":1642218044150,"author":{"id":"3574724399840291","authorId":"3574724399840291","name":"Jabinlim","avatar":"https://static.tigerbbs.com/16b7f0f6ddc76fb4fc1d066ca1b55493","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"themes":[],"htmlText":"None lol","listText":"None lol","text":"None lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697966637","repostId":"2203712801","repostType":4,"isVote":1,"tweetType":1,"viewCount":4137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696836586,"gmtCreate":1640659659365,"gmtModify":1640659659671,"author":{"id":"3574724399840291","authorId":"3574724399840291","name":"Jabinlim","avatar":"https://static.tigerbbs.com/16b7f0f6ddc76fb4fc1d066ca1b55493","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"themes":[],"htmlText":"480 in Jan","listText":"480 in Jan","text":"480 in Jan","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696836586","repostId":"1127544468","repostType":4,"isVote":1,"tweetType":1,"viewCount":726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696083787,"gmtCreate":1640574506361,"gmtModify":1640574506639,"author":{"id":"3574724399840291","authorId":"3574724399840291","name":"Jabinlim","avatar":"https://static.tigerbbs.com/16b7f0f6ddc76fb4fc1d066ca1b55493","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"themes":[],"htmlText":"New ATH coming ","listText":"New ATH coming ","text":"New ATH coming","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696083787","repostId":"2194177239","repostType":4,"repost":{"id":"2194177239","kind":"news","pubTimestamp":1640559609,"share":"https://www.laohu8.com/m/news/2194177239?lang=zh_CN&edition=full","pubTime":"2021-12-27 07:00","market":"us","language":"en","title":"Santa Claus Rally watch: What to know this week<blockquote>圣诞老人集会观察:本周需要了解什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2194177239","media":"Yahoo Finance","summary":"As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.The S&P 500 is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.According to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any ","content":"<p><div> As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for ...</p><p><blockquote><div>随着交易员从假期缩短的一周中回归,进入新的一年的价格走势将受到密切关注——特别是考虑到相对清淡的经济数据和收益日历...</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页连接</a></blockquote></p><p></p>","source":"yahoofinance_au","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>Santa Claus Rally watch: What to know this week<blockquote>圣诞老人集会观察:本周需要了解什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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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\">\nSanta Claus Rally watch: What to know this week<blockquote>圣诞老人集会观察:本周需要了解什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo Finance</strong><span class=\"h-time small\">2021-12-27 07:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for ...</p><p><blockquote><div>随着交易员从假期缩短的一周中回归,进入新的一年的价格走势将受到密切关注——特别是考虑到相对清淡的经济数据和收益日历...</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">Yahoo Finance</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":{"BK4096":"电气部件与设备","FCEL":"燃料电池能源","BK4541":"氢能源","SPY.AU":"SPDR® S&P 500® ETF Trust"},"source_url":"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194177239","content_text":"As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.\nThe S&P 500 (^GSPC) is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.\nThe term, coined by Stock Trader's Almanac in the 1970s, encompasses the final five trading days of the year and first two sessions of the new year. This year, that Santa Claus Rally window is set to start on Monday, Dec. 27 — or the latest a Santa Claus rally has started in 11 years, due to the timing of the holidays this year.\nAccording to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any given year. Since 1950, the Santa Claus Rally period has produced a positive return for the S&P 500 78.9% of the time, with an average return of 1.33%.\n“Why are these seven days so strong?” wrote Ryan Detrick, LPL Financial chief market strategist, in a note. “Whether optimism over a coming new year, holiday spending, traders on vacation, institutions squaring up their books — or the holiday spirit — the bottom line is that bulls tend to believe in Santa.”\nAnd if history is any indication, the absence of a Santa Claus Rally has also typically served as a harbinger of lower near-term returns.\n\"Going back to the mid-1990s, there have been only six times Santa failed to show in December. January was lower five of those six times, and the full year had a solid gain only once (in 2016, but a mini-bear market early in the year),\" Detrick added.\n“Considering the bear markets of 2000 and 2008 both took place after one of the rare instances that Santa failed to show makes believers out of us,\" he said. A bear market typically refers to when stocks drop at least 20% from recent record highs. \"Should this seasonally strong period miss the mark, it could be a warning sign.\"\nAnd this year, investors do have considerable additional concerns to mull heading into the new year. Though stocks closed out Thursday's session at fresh record highs before the long holiday weekend, December still marked a volatile month to start, with renewed concerns over the Omicron variant and the potential for tighter monetary policy from the Federal Reserve weighing on risk assets. Plus, prospects for more near-term fiscal support via the Biden administration's Build Back Better bill have dwindled, and inflation concerns spiked further. Last week, the Bureau of Economic Analysis reported core personal consumption expenditures (PCE) — the Fed's preferred inflation gauge — rose at a 4.7% year-over-year clip, or the fastest since 1983.\n\"If the U.S. was not battling the Omicron variant, U.S. stocks would be dancing higher as the Santa Claus Rally would have kept the climb going into uncharted territory,\" Edward Moya, chief market strategist at OANDA, wrote in a note last week. \"It is too early to say for sure if we will get a Santa Claus Rally, but given all the short-term risks of Fed tightening, Chinese weakness, fiscal support uncertainty and COVID, Wall Street is not complaining.\"\nA man in a Santa Claus costume gestures on the floor at the closing bell of the Dow Industrial Average at the New York Stock Exchange on December 5, 2019 in New York. (Photo by Bryan R. Smith / AFP) (Photo by BRYAN R. SMITH/AFP via Getty Images)BRYAN R. SMITH via Getty Images\nEconomic calendar\n\nMonday: Dallas Federal Reserve Manufacturing Activity Index, Dec. (13.0 expected, 11.8 in November)\nTuesday: FHFA House Price Index, month-over-month, October (0.9% in September); S&P CoreLogic Case-Shiller 20 City Composite Index, month-over-month, October (0.9% expected, 0.96% in September); S&P CoreLogic Case-Shiller 20 City Composite Index, year-over-year, October (18.6%. expected, 19.05% in September); S&P CoreLogic Case-Shiller Home Price Index, year-over-year, November (19.51% in October); Richmond Fed Manufacturing Index, December (11 expected,11 in November)\nWednesday: Wholesale Inventories, month-over-month, November preliminary (1.7% expected, 2.3% in October); Advance Goods Trade Balance, November (-$89.0 billion expected, -$82.9 billion in October); Retail Inventories, month-over-month, November (0.5% expected, 0.1% in October); Pending Home Sales, month-over-month, November (0.5% expected, 7.5% in October)\nThursday: Initial jobless claims, week ended Dec. 25. (205,000 during prior week); Continuing claims, week ended Dec. 18 (1.859 million during prior week); MNI Chicago PMI, December (62.2 expected, 61.8 in November)\nFriday: No notable reports scheduled for release\n\nEarnings calendar\n\nMonday: No notable reports scheduled for release\nTuesday: No notable reports scheduled for release\nWednesday: FuelCell Energy Inc. (FCEL) before market open\nThursday: No notable reports scheduled for release\nFriday: No notable reports scheduled for release","news_type":1,"symbols_score_info":{"FCEL":0.9,"SPY.AU":0.9}},"isVote":1,"tweetType":1,"viewCount":968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698206284,"gmtCreate":1640397431120,"gmtModify":1640397431437,"author":{"id":"3574724399840291","authorId":"3574724399840291","name":"Jabinlim","avatar":"https://static.tigerbbs.com/16b7f0f6ddc76fb4fc1d066ca1b55493","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"themes":[],"htmlText":"Bullish for 2022?","listText":"Bullish for 2022?","text":"Bullish for 2022?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698206284","repostId":"1195657371","repostType":4,"repost":{"id":"1195657371","kind":"news","pubTimestamp":1640394204,"share":"https://www.laohu8.com/m/news/1195657371?lang=zh_CN&edition=full","pubTime":"2021-12-25 09:03","market":"us","language":"en","title":"Will Apple or Microsoft hit $3 trillion next year? 10 tech predictions for 2022<blockquote>苹果或微软明年会达到3万亿美元吗?2022年10项技术预测</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195657371","media":"Seeking Alpha","summary":"Wall Street has started its annual look-ahead predictions for next year, and Wedbush Securities is b","content":"<p><ul> <li>Wall Street has started its annual look-ahead predictions for next year, and Wedbush Securities is bullish on several themes, including continued growth from Apple(NASDAQ:AAPL), Microsoft(NASDAQ:MSFT), Alphabet(NASDAQ:GOOGL)and other big tech companies.</li> <li>Analyst Dan Ives believes that some of the recent volatility the stock market has seen is no more than a \"painful digestion period [along with Omicron fears],\" as earnings estimates now factor in a hawkish Fed and some stretched valuations for tech stocks. However, Ives is bullish on tech stocks for next year.</li> <li>As part of his prediction list, Ives believes Apple (AAPL) will unveil its long-awaited and oft-speculated AR/VR headset Apple Glasses in the summer, which will \"result in another major growth catalyst for the stock\" as the world's most valuable company continues to monetize its user base.</li> <li>Ives also thinks that the broader NASDAQ(COMP.IND), represented by the Invesco QQQ Trust Series 1(NASDAQ:QQQ), is likely to hit 19,000 by the year-end, up from around its current level of 15,400, as the digital transformation between businesses and consumers continues. He adds that the underlying growth prospects for the broader tech sector are between two and three times the normalized or historical patterns.</li> <li>The metaverse, an idea that has been bandied about for nearly 30 years, seems poised to move from hype to reality, Ives suggests, as companies like Meta Platforms(NASDAQ:FB), Apple (AAPL), Google (GOOGL) and Microsoft (MSFT) invest \"billions\" of dollars over the next year in this space, with \"significant\" amounts of merger activity likely to come.</li> <li>Ives also thinks that the cloud arms race will stay heated, as the entrants go after $1 trillion in spending over the next decade. He believes that more than 50% of workloads will be on the cloud by the end of 2022, up from 43% currently, largely benefiting Amazon(NASDAQ:AMZN), Microsoft (MSFT) and Google (GOOGL), followed by Oracle(NYSE:ORCL)and IBM(NYSE:IBM).</li> <li>Cybersecurity budgets appear poised to increase sharply next year, Ives predicts, rising 21% in 2022, or about 1% above a \"robust\" year in 2021. As such, he believes companies like Zscaler(NASDAQ:ZS), Tenable(NYSE:TEN), CyberArk(NASDAQ:CYBR), Varonis(NASDAQ:VRNS), Sailpoint(NYSE:SAIL), Fortinet(NASDAQ:FTNT)and Palo Alto Networks(NASDAQ:PANW).</li> <li>Despite what is likely to be a rising interest rate environment, tech companies will likely continue to spend and acquire in significant fashion next year, Ives believes. Cerence(NASDAQ:CRNC), Matterport(NASDAQ:MTTR), Varonis (VRNS), Rapid7(NASDAQ:RPD)and Sailpoint (SAIL) are the analyst's top five M&A candidates for next year.</li> <li>On the macro front, Ives thinks that the chip shortage, particularly out of Asia, will \"significantly moderate\" in the first half of the year. Apple (AAPL) and the chip companies - Ives did name any specific ones - are the \"best springboard bets to benefit from this key dynamic easing.\"</li> <li>Keeping in-line with broader ideas, Ives thinks that the regulatory environment in the U.S. and Europe will be a threat to the big-tech companies around anti-trust and monopoly concerns, but instead of structural changes, it is likely to largely wind up in the companies being fined, and potentially hampering their ability to buy or acquire other companies.</li> <li>Ives also thinks that Chinese tech companies will continue to be a \"very treacherous\" space for global investors, as the government continues to crack down on companies. As such, this could result in more dollars coming out of Chinese tech stocks and rotating into U.S. tech stocks.</li> <li>Lastly, Ives thinks Apple (AAPL) will reach a $3 trillion market cap next year, to be followed thereafter by Microsoft (MSFT).</li> </ul></p><p><blockquote><ul><li>华尔街已经开始对明年进行年度前瞻预测,韦德布什证券看好多个主题,包括苹果(纳斯达克:AAPL)、微软(纳斯达克:MSFT)、Alphabet(纳斯达克:GOOGL)和其他大型科技公司。</li><li>分析师Dan Ives认为,股市最近出现的一些波动只不过是“痛苦的消化期(以及对奥密克戎的担忧)”,因为盈利预期现在考虑了鹰派美联储和科技股估值过高的因素。然而,艾夫斯看好明年的科技股。</li><li>作为他预测清单的一部分,Ives认为苹果(AAPL)将在夏季推出其期待已久且经常被猜测的AR/VR耳机苹果眼镜,这将“为该股带来另一个主要增长催化剂”,因为世界上最有价值的公司继续从其用户群中获利。</li><li>Ives还认为,以景顺QQQ Trust Series 1(纳斯达克股票代码:QQQ)为代表的更广泛的纳斯达克(COMP.IND)到年底可能会从目前的15,400左右达到19,000点,因为企业和消费者之间的数字化转型仍在继续。他补充说,更广泛的科技行业的潜在增长前景是正常化或历史模式的两到三倍。</li><li>Ives表示,随着Meta Platforms(纳斯达克股票代码:FB)、苹果(AAPL)、谷歌(GOOGL)等公司和微软(MSFT)明年将在该领域投资“数十亿”美元,并且可能会出现“大量”合并活动。</li><li>艾夫斯还认为,随着进入者在未来十年追求1万亿美元的支出,云军备竞赛将保持激烈。他认为,到2022年底,超过50%的工作负载将位于云上,高于目前的43%,这主要有利于亚马逊(纳斯达克:AMZN)、微软(MSFT)和谷歌(GOOGL),其次是甲骨文(纽约证券交易所代码:ORCL)和IBM(纽约证券交易所代码:IBM)。</li><li>艾夫斯预测,明年网络安全预算似乎将大幅增加,2022年将增长21%,比2021年“强劲”的一年高出约1%。因此,他相信Zscaler(纳斯达克股票代码:ZS)、Tenable(纽约证券交易所股票代码:TEN)、CyberArk(纳斯达克股票代码:CYBR)、Varonis(纳斯达克股票代码:VRNS)、Sailpoint(纽约证券交易所股票代码:SAIL)、Fortinet(纳斯达克股票代码:FTNT)和Palo Alto Networks(纳斯达克股票代码:PANW)。</li><li>艾夫斯认为,尽管利率环境可能会上升,但科技公司明年可能会继续大举支出和收购。Cerence(纳斯达克:CRNC)、Matterport(纳斯达克:MTTR)、Varonis(VRNS)、Rapid7(纳斯达克:RPD)和Sailpoint(SAIL)是该分析师明年的五大并购候选者。</li><li>在宏观方面,艾夫斯认为芯片短缺,特别是亚洲以外的芯片短缺,将在今年上半年“显着缓解”。苹果(AAPL)和芯片公司——艾夫斯没有提到任何具体的公司——是“从这一关键动态宽松中受益的最佳跳板赌注”。</li><li>艾夫斯认为,与更广泛的想法保持一致,美国和欧洲的监管环境将围绕反垄断和垄断问题对大型科技公司构成威胁,但这可能会在很大程度上导致公司被罚款,并可能阻碍他们购买或收购其他公司的能力。</li><li>艾夫斯还认为,随着政府继续打击企业,中国科技公司将继续成为全球投资者“非常危险”的空间。因此,这可能会导致更多美元从中国科技股流出并流入美国科技股。</li><li>最后,Ives认为苹果(AAPL)明年的市值将达到3万亿美元,随后是微软(MSFT)。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will Apple or Microsoft hit $3 trillion next year? 10 tech predictions for 2022<blockquote>苹果或微软明年会达到3万亿美元吗?2022年10项技术预测</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\">\nWill Apple or Microsoft hit $3 trillion next year? 10 tech predictions for 2022<blockquote>苹果或微软明年会达到3万亿美元吗?2022年10项技术预测</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-25 09:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul> <li>Wall Street has started its annual look-ahead predictions for next year, and Wedbush Securities is bullish on several themes, including continued growth from Apple(NASDAQ:AAPL), Microsoft(NASDAQ:MSFT), Alphabet(NASDAQ:GOOGL)and other big tech companies.</li> <li>Analyst Dan Ives believes that some of the recent volatility the stock market has seen is no more than a \"painful digestion period [along with Omicron fears],\" as earnings estimates now factor in a hawkish Fed and some stretched valuations for tech stocks. However, Ives is bullish on tech stocks for next year.</li> <li>As part of his prediction list, Ives believes Apple (AAPL) will unveil its long-awaited and oft-speculated AR/VR headset Apple Glasses in the summer, which will \"result in another major growth catalyst for the stock\" as the world's most valuable company continues to monetize its user base.</li> <li>Ives also thinks that the broader NASDAQ(COMP.IND), represented by the Invesco QQQ Trust Series 1(NASDAQ:QQQ), is likely to hit 19,000 by the year-end, up from around its current level of 15,400, as the digital transformation between businesses and consumers continues. He adds that the underlying growth prospects for the broader tech sector are between two and three times the normalized or historical patterns.</li> <li>The metaverse, an idea that has been bandied about for nearly 30 years, seems poised to move from hype to reality, Ives suggests, as companies like Meta Platforms(NASDAQ:FB), Apple (AAPL), Google (GOOGL) and Microsoft (MSFT) invest \"billions\" of dollars over the next year in this space, with \"significant\" amounts of merger activity likely to come.</li> <li>Ives also thinks that the cloud arms race will stay heated, as the entrants go after $1 trillion in spending over the next decade. He believes that more than 50% of workloads will be on the cloud by the end of 2022, up from 43% currently, largely benefiting Amazon(NASDAQ:AMZN), Microsoft (MSFT) and Google (GOOGL), followed by Oracle(NYSE:ORCL)and IBM(NYSE:IBM).</li> <li>Cybersecurity budgets appear poised to increase sharply next year, Ives predicts, rising 21% in 2022, or about 1% above a \"robust\" year in 2021. As such, he believes companies like Zscaler(NASDAQ:ZS), Tenable(NYSE:TEN), CyberArk(NASDAQ:CYBR), Varonis(NASDAQ:VRNS), Sailpoint(NYSE:SAIL), Fortinet(NASDAQ:FTNT)and Palo Alto Networks(NASDAQ:PANW).</li> <li>Despite what is likely to be a rising interest rate environment, tech companies will likely continue to spend and acquire in significant fashion next year, Ives believes. Cerence(NASDAQ:CRNC), Matterport(NASDAQ:MTTR), Varonis (VRNS), Rapid7(NASDAQ:RPD)and Sailpoint (SAIL) are the analyst's top five M&A candidates for next year.</li> <li>On the macro front, Ives thinks that the chip shortage, particularly out of Asia, will \"significantly moderate\" in the first half of the year. Apple (AAPL) and the chip companies - Ives did name any specific ones - are the \"best springboard bets to benefit from this key dynamic easing.\"</li> <li>Keeping in-line with broader ideas, Ives thinks that the regulatory environment in the U.S. and Europe will be a threat to the big-tech companies around anti-trust and monopoly concerns, but instead of structural changes, it is likely to largely wind up in the companies being fined, and potentially hampering their ability to buy or acquire other companies.</li> <li>Ives also thinks that Chinese tech companies will continue to be a \"very treacherous\" space for global investors, as the government continues to crack down on companies. As such, this could result in more dollars coming out of Chinese tech stocks and rotating into U.S. tech stocks.</li> <li>Lastly, Ives thinks Apple (AAPL) will reach a $3 trillion market cap next year, to be followed thereafter by Microsoft (MSFT).</li> </ul></p><p><blockquote><ul><li>华尔街已经开始对明年进行年度前瞻预测,韦德布什证券看好多个主题,包括苹果(纳斯达克:AAPL)、微软(纳斯达克:MSFT)、Alphabet(纳斯达克:GOOGL)和其他大型科技公司。</li><li>分析师Dan Ives认为,股市最近出现的一些波动只不过是“痛苦的消化期(以及对奥密克戎的担忧)”,因为盈利预期现在考虑了鹰派美联储和科技股估值过高的因素。然而,艾夫斯看好明年的科技股。</li><li>作为他预测清单的一部分,Ives认为苹果(AAPL)将在夏季推出其期待已久且经常被猜测的AR/VR耳机苹果眼镜,这将“为该股带来另一个主要增长催化剂”,因为世界上最有价值的公司继续从其用户群中获利。</li><li>Ives还认为,以景顺QQQ Trust Series 1(纳斯达克股票代码:QQQ)为代表的更广泛的纳斯达克(COMP.IND)到年底可能会从目前的15,400左右达到19,000点,因为企业和消费者之间的数字化转型仍在继续。他补充说,更广泛的科技行业的潜在增长前景是正常化或历史模式的两到三倍。</li><li>Ives表示,随着Meta Platforms(纳斯达克股票代码:FB)、苹果(AAPL)、谷歌(GOOGL)等公司和微软(MSFT)明年将在该领域投资“数十亿”美元,并且可能会出现“大量”合并活动。</li><li>艾夫斯还认为,随着进入者在未来十年追求1万亿美元的支出,云军备竞赛将保持激烈。他认为,到2022年底,超过50%的工作负载将位于云上,高于目前的43%,这主要有利于亚马逊(纳斯达克:AMZN)、微软(MSFT)和谷歌(GOOGL),其次是甲骨文(纽约证券交易所代码:ORCL)和IBM(纽约证券交易所代码:IBM)。</li><li>艾夫斯预测,明年网络安全预算似乎将大幅增加,2022年将增长21%,比2021年“强劲”的一年高出约1%。因此,他相信Zscaler(纳斯达克股票代码:ZS)、Tenable(纽约证券交易所股票代码:TEN)、CyberArk(纳斯达克股票代码:CYBR)、Varonis(纳斯达克股票代码:VRNS)、Sailpoint(纽约证券交易所股票代码:SAIL)、Fortinet(纳斯达克股票代码:FTNT)和Palo Alto Networks(纳斯达克股票代码:PANW)。</li><li>艾夫斯认为,尽管利率环境可能会上升,但科技公司明年可能会继续大举支出和收购。Cerence(纳斯达克:CRNC)、Matterport(纳斯达克:MTTR)、Varonis(VRNS)、Rapid7(纳斯达克:RPD)和Sailpoint(SAIL)是该分析师明年的五大并购候选者。</li><li>在宏观方面,艾夫斯认为芯片短缺,特别是亚洲以外的芯片短缺,将在今年上半年“显着缓解”。苹果(AAPL)和芯片公司——艾夫斯没有提到任何具体的公司——是“从这一关键动态宽松中受益的最佳跳板赌注”。</li><li>艾夫斯认为,与更广泛的想法保持一致,美国和欧洲的监管环境将围绕反垄断和垄断问题对大型科技公司构成威胁,但这可能会在很大程度上导致公司被罚款,并可能阻碍他们购买或收购其他公司的能力。</li><li>艾夫斯还认为,随着政府继续打击企业,中国科技公司将继续成为全球投资者“非常危险”的空间。因此,这可能会导致更多美元从中国科技股流出并流入美国科技股。</li><li>最后,Ives认为苹果(AAPL)明年的市值将达到3万亿美元,随后是微软(MSFT)。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/news/3782833-will-apple-or-microsoft-hit-3-trillion-next-year-10-tech-predictions-for-2022\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3782833-will-apple-or-microsoft-hit-3-trillion-next-year-10-tech-predictions-for-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195657371","content_text":"Wall Street has started its annual look-ahead predictions for next year, and Wedbush Securities is bullish on several themes, including continued growth from Apple(NASDAQ:AAPL), Microsoft(NASDAQ:MSFT), Alphabet(NASDAQ:GOOGL)and other big tech companies.\nAnalyst Dan Ives believes that some of the recent volatility the stock market has seen is no more than a \"painful digestion period [along with Omicron fears],\" as earnings estimates now factor in a hawkish Fed and some stretched valuations for tech stocks. However, Ives is bullish on tech stocks for next year.\nAs part of his prediction list, Ives believes Apple (AAPL) will unveil its long-awaited and oft-speculated AR/VR headset Apple Glasses in the summer, which will \"result in another major growth catalyst for the stock\" as the world's most valuable company continues to monetize its user base.\nIves also thinks that the broader NASDAQ(COMP.IND), represented by the Invesco QQQ Trust Series 1(NASDAQ:QQQ), is likely to hit 19,000 by the year-end, up from around its current level of 15,400, as the digital transformation between businesses and consumers continues. He adds that the underlying growth prospects for the broader tech sector are between two and three times the normalized or historical patterns.\nThe metaverse, an idea that has been bandied about for nearly 30 years, seems poised to move from hype to reality, Ives suggests, as companies like Meta Platforms(NASDAQ:FB), Apple (AAPL), Google (GOOGL) and Microsoft (MSFT) invest \"billions\" of dollars over the next year in this space, with \"significant\" amounts of merger activity likely to come.\nIves also thinks that the cloud arms race will stay heated, as the entrants go after $1 trillion in spending over the next decade. He believes that more than 50% of workloads will be on the cloud by the end of 2022, up from 43% currently, largely benefiting Amazon(NASDAQ:AMZN), Microsoft (MSFT) and Google (GOOGL), followed by Oracle(NYSE:ORCL)and IBM(NYSE:IBM).\nCybersecurity budgets appear poised to increase sharply next year, Ives predicts, rising 21% in 2022, or about 1% above a \"robust\" year in 2021. As such, he believes companies like Zscaler(NASDAQ:ZS), Tenable(NYSE:TEN), CyberArk(NASDAQ:CYBR), Varonis(NASDAQ:VRNS), Sailpoint(NYSE:SAIL), Fortinet(NASDAQ:FTNT)and Palo Alto Networks(NASDAQ:PANW).\nDespite what is likely to be a rising interest rate environment, tech companies will likely continue to spend and acquire in significant fashion next year, Ives believes. Cerence(NASDAQ:CRNC), Matterport(NASDAQ:MTTR), Varonis (VRNS), Rapid7(NASDAQ:RPD)and Sailpoint (SAIL) are the analyst's top five M&A candidates for next year.\nOn the macro front, Ives thinks that the chip shortage, particularly out of Asia, will \"significantly moderate\" in the first half of the year. Apple (AAPL) and the chip companies - Ives did name any specific ones - are the \"best springboard bets to benefit from this key dynamic easing.\"\nKeeping in-line with broader ideas, Ives thinks that the regulatory environment in the U.S. and Europe will be a threat to the big-tech companies around anti-trust and monopoly concerns, but instead of structural changes, it is likely to largely wind up in the companies being fined, and potentially hampering their ability to buy or acquire other companies.\nIves also thinks that Chinese tech companies will continue to be a \"very treacherous\" space for global investors, as the government continues to crack down on companies. As such, this could result in more dollars coming out of Chinese tech stocks and rotating into U.S. tech stocks.\nLastly, Ives thinks Apple (AAPL) will reach a $3 trillion market cap next year, to be followed thereafter by Microsoft (MSFT).","news_type":1,"symbols_score_info":{"MSFT":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":864,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698316282,"gmtCreate":1640304332343,"gmtModify":1640304931128,"author":{"id":"3574724399840291","authorId":"3574724399840291","name":"Jabinlim","avatar":"https://static.tigerbbs.com/16b7f0f6ddc76fb4fc1d066ca1b55493","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"themes":[],"htmlText":"Still alot of room up","listText":"Still alot of room up","text":"Still alot of room up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698316282","repostId":"1174598403","repostType":4,"isVote":1,"tweetType":1,"viewCount":1075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691405073,"gmtCreate":1640225647919,"gmtModify":1640225648242,"author":{"id":"3574724399840291","authorId":"3574724399840291","name":"Jabinlim","avatar":"https://static.tigerbbs.com/16b7f0f6ddc76fb4fc1d066ca1b55493","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"themes":[],"htmlText":"Rally now","listText":"Rally now","text":"Rally now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691405073","repostId":"1134708540","repostType":4,"isVote":1,"tweetType":1,"viewCount":984,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691398416,"gmtCreate":1640133964085,"gmtModify":1640133964389,"author":{"id":"3574724399840291","authorId":"3574724399840291","name":"Jabinlim","avatar":"https://static.tigerbbs.com/16b7f0f6ddc76fb4fc1d066ca1b55493","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"themes":[],"htmlText":"Still low","listText":"Still low","text":"Still low","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691398416","repostId":"1114412120","repostType":4,"repost":{"id":"1114412120","kind":"news","pubTimestamp":1640131483,"share":"https://www.laohu8.com/m/news/1114412120?lang=zh_CN&edition=full","pubTime":"2021-12-22 08:04","market":"sg","language":"en","title":"Singapore Stock Market Tipped To Open In The Green<blockquote>新加坡股市有望开盘上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1114412120","media":"RTTNews","summary":"The Singapore stock market on Tuesday snapped the two-day slide in which it had fallen more than 40 ","content":"<p>The Singapore stock market on Tuesday snapped the two-day slide in which it had fallen more than 40 points or 1.3 percent. The Straits Times Index now sits just above the 3,085-point plateau and it may extend its gains on Wednesday.</p><p><blockquote>新加坡股市周二结束了连续两天的下跌,跌幅超过40点或1.3%。海峡时报指数目前略高于3,085点的高位,周三可能会延续涨势。</blockquote></p><p> The global forecast for the Asian markets is upbeat on easing Covid concerns and surging oil prices. The European and U.S. markets were up and the Asian bourses are expected to open in similar fashion.</p><p><blockquote>由于Covid担忧缓解和油价飙升,全球对亚洲市场的预测是乐观的。欧洲和美国市场上涨,预计亚洲股市也将以类似的方式开盘。</blockquote></p><p> The STI finished modestly higher on Tuesday following gains from the industrials and mixed performances from the financials and properties.</p><p><blockquote>继工业股上涨以及金融和房地产股表现好坏参半后,海指周二小幅收高。</blockquote></p><p> For the day, the index improved 12.11 points or 0.39 percent to finish at 3,085.08 after trading between 3,079.34 and 3,101.75. Volume was 880.3 million shares worth 727.3 million Singapore dollars. There were 255 gainers and 177 decliners.</p><p><blockquote>当天,该指数在3,079.34点至3,101.75点之间交易后,上涨12.11点或0.39%,收于3,085.08点。成交量为8.803亿股,价值7.273亿新元。上涨255家,下跌177家。</blockquote></p><p> Among the actives, CapitaLand Integrated Commercial Trust dropped 0.51 percent, while City Developments fell 0.15 percent, Comfort DelGro gathered 0.74 percent, Dairy Farm International surged 3.80 percent, DBS Group eased 0.03 percent, Genting Singapore climbed 1.33 percent, Hongkong Land soared 2.76 percent, Keppel Corp jumped 1.39 percent, Mapletree Logistics Trust advanced 1.09 percent, Oversea-Chinese Banking Corporation collected 0.09 percent, SATS perked 0.53 percent, SembCorp Industries spiked 2.05 percent, Singapore Airlines accelerated 1.66 percent, Singapore Exchange rose 0.22 percent, Singapore Press Holdings and SingTel both shed 0.43 percent, Singapore Technologies Engineering rallied 1.37 percent, Thai Beverage sank 0.76 percent, United Overseas Bank was up 0.04 percent, Wilmar International gained 0.25 percent, Yangzijiang Shipbuilding added 0.78 percent and Ascendas REIT, Mapletree Commercial Trust and Venture Corporation were unchanged.</p><p><blockquote>活跃股中,凯德综合商业信托下跌0.51%,城市发展下跌0.15%,Comfort DelGro上涨0.74%,Dairy Farm International飙升3.80%,星展集团下跌0.03%,云顶新加坡上涨1.33%,香港置地飙升2.76%,吉宝企业上涨1.39%,丰树物流信托上涨1.09%,华侨银行上涨0.09%,SATS上涨0.53%,胜科工业飙升2.05%,新加坡航空加速1.66%,新加坡交易所上涨0.22%,新加坡科技工程上涨1.37%,泰国饮料下跌0.76%,大华银行上涨0.04%,丰益国际上涨0.25%,扬子江造船上涨0.78%,腾飞房地产投资信托、丰树商业信托和风险投资公司持平。</blockquote></p><p> The lead from Wall Street is solid as the major averages opened higher on Tuesday and accelerated into the close, finishing near daily highs.</p><p><blockquote>华尔街的领先优势稳固,主要股指周二开盘走高,收盘时加速上涨,收于日高点附近。</blockquote></p><p> The Dow surged 560.54 points or 1.60 percent to finish at 35,492.70, while the NASDAQ spiked 360.14 points or 2.40 percent to close at 15,341.09 and the S&P 500 jumped 81.21 points or 1.78 percent to end at 4,649.23.</p><p><blockquote>道琼斯指数飙升560.54点或1.60%,收于35,492.70点;纳斯达克指数飙升360.14点或2.40%,收于15,341.09点;标普500指数上涨81.21点或1.78%,收于4,649.23点。</blockquote></p><p> Bargain hunting contributed to the strength on Wall Street as traders picked up stocks at reduced levels on the heels of recent weakness. Monday's steep drop dragged the tech-heavy NASDAQ to its lowest closing level in over two months.</p><p><blockquote>由于交易员在近期疲软后以较低水平买入股票,逢低买入推动了华尔街的走强。周一的大幅下跌将以科技股为主的纳斯达克拖至两个多月来的最低收盘水平。</blockquote></p><p> The rebound followed a report from Moderna (MRNA) about the effectiveness of a booster dose of its Covid-19 vaccine against the Omicron variant - which said a booster dose of its Covid-19 vaccine increased antibody levels against Omicron.</p><p><blockquote>Moderna(MRNA)发布了一份关于其Covid-19疫苗加强剂量针对奥密克戎变种的有效性的报告,该报告称,其Covid-19疫苗加强剂量增加了针对奥密克戎病毒的抗体水平。</blockquote></p><p> Crude oil futures settled sharply higher Tuesday as prices rebounded from losses in the previous two sessions. West Texas Intermediate Crude oil futures for February ended up by $2.51 or 3.7 percent at $71.12 a barrel.</p><p><blockquote>原油期货周二大幅收高,因价格从前两个交易日的跌幅中反弹。西德克萨斯中质原油2月期货收涨2.51美元或3.7%,报每桶71.12美元。</blockquote></p><p></p>","source":"lsy1626938412129","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>Singapore Stock Market Tipped To Open In The Green<blockquote>新加坡股市有望开盘上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Stock Market Tipped To Open In The Green<blockquote>新加坡股市有望开盘上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">RTTNews</strong><span class=\"h-time small\">2021-12-22 08:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Singapore stock market on Tuesday snapped the two-day slide in which it had fallen more than 40 points or 1.3 percent. The Straits Times Index now sits just above the 3,085-point plateau and it may extend its gains on Wednesday.</p><p><blockquote>新加坡股市周二结束了连续两天的下跌,跌幅超过40点或1.3%。海峡时报指数目前略高于3,085点的高位,周三可能会延续涨势。</blockquote></p><p> The global forecast for the Asian markets is upbeat on easing Covid concerns and surging oil prices. The European and U.S. markets were up and the Asian bourses are expected to open in similar fashion.</p><p><blockquote>由于Covid担忧缓解和油价飙升,全球对亚洲市场的预测是乐观的。欧洲和美国市场上涨,预计亚洲股市也将以类似的方式开盘。</blockquote></p><p> The STI finished modestly higher on Tuesday following gains from the industrials and mixed performances from the financials and properties.</p><p><blockquote>继工业股上涨以及金融和房地产股表现好坏参半后,海指周二小幅收高。</blockquote></p><p> For the day, the index improved 12.11 points or 0.39 percent to finish at 3,085.08 after trading between 3,079.34 and 3,101.75. Volume was 880.3 million shares worth 727.3 million Singapore dollars. There were 255 gainers and 177 decliners.</p><p><blockquote>当天,该指数在3,079.34点至3,101.75点之间交易后,上涨12.11点或0.39%,收于3,085.08点。成交量为8.803亿股,价值7.273亿新元。上涨255家,下跌177家。</blockquote></p><p> Among the actives, CapitaLand Integrated Commercial Trust dropped 0.51 percent, while City Developments fell 0.15 percent, Comfort DelGro gathered 0.74 percent, Dairy Farm International surged 3.80 percent, DBS Group eased 0.03 percent, Genting Singapore climbed 1.33 percent, Hongkong Land soared 2.76 percent, Keppel Corp jumped 1.39 percent, Mapletree Logistics Trust advanced 1.09 percent, Oversea-Chinese Banking Corporation collected 0.09 percent, SATS perked 0.53 percent, SembCorp Industries spiked 2.05 percent, Singapore Airlines accelerated 1.66 percent, Singapore Exchange rose 0.22 percent, Singapore Press Holdings and SingTel both shed 0.43 percent, Singapore Technologies Engineering rallied 1.37 percent, Thai Beverage sank 0.76 percent, United Overseas Bank was up 0.04 percent, Wilmar International gained 0.25 percent, Yangzijiang Shipbuilding added 0.78 percent and Ascendas REIT, Mapletree Commercial Trust and Venture Corporation were unchanged.</p><p><blockquote>活跃股中,凯德综合商业信托下跌0.51%,城市发展下跌0.15%,Comfort DelGro上涨0.74%,Dairy Farm International飙升3.80%,星展集团下跌0.03%,云顶新加坡上涨1.33%,香港置地飙升2.76%,吉宝企业上涨1.39%,丰树物流信托上涨1.09%,华侨银行上涨0.09%,SATS上涨0.53%,胜科工业飙升2.05%,新加坡航空加速1.66%,新加坡交易所上涨0.22%,新加坡科技工程上涨1.37%,泰国饮料下跌0.76%,大华银行上涨0.04%,丰益国际上涨0.25%,扬子江造船上涨0.78%,腾飞房地产投资信托、丰树商业信托和风险投资公司持平。</blockquote></p><p> The lead from Wall Street is solid as the major averages opened higher on Tuesday and accelerated into the close, finishing near daily highs.</p><p><blockquote>华尔街的领先优势稳固,主要股指周二开盘走高,收盘时加速上涨,收于日高点附近。</blockquote></p><p> The Dow surged 560.54 points or 1.60 percent to finish at 35,492.70, while the NASDAQ spiked 360.14 points or 2.40 percent to close at 15,341.09 and the S&P 500 jumped 81.21 points or 1.78 percent to end at 4,649.23.</p><p><blockquote>道琼斯指数飙升560.54点或1.60%,收于35,492.70点;纳斯达克指数飙升360.14点或2.40%,收于15,341.09点;标普500指数上涨81.21点或1.78%,收于4,649.23点。</blockquote></p><p> Bargain hunting contributed to the strength on Wall Street as traders picked up stocks at reduced levels on the heels of recent weakness. Monday's steep drop dragged the tech-heavy NASDAQ to its lowest closing level in over two months.</p><p><blockquote>由于交易员在近期疲软后以较低水平买入股票,逢低买入推动了华尔街的走强。周一的大幅下跌将以科技股为主的纳斯达克拖至两个多月来的最低收盘水平。</blockquote></p><p> The rebound followed a report from Moderna (MRNA) about the effectiveness of a booster dose of its Covid-19 vaccine against the Omicron variant - which said a booster dose of its Covid-19 vaccine increased antibody levels against Omicron.</p><p><blockquote>Moderna(MRNA)发布了一份关于其Covid-19疫苗加强剂量针对奥密克戎变种的有效性的报告,该报告称,其Covid-19疫苗加强剂量增加了针对奥密克戎病毒的抗体水平。</blockquote></p><p> Crude oil futures settled sharply higher Tuesday as prices rebounded from losses in the previous two sessions. West Texas Intermediate Crude oil futures for February ended up by $2.51 or 3.7 percent at $71.12 a barrel.</p><p><blockquote>原油期货周二大幅收高,因价格从前两个交易日的跌幅中反弹。西德克萨斯中质原油2月期货收涨2.51美元或3.7%,报每桶71.12美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.rttnews.com/3250922/singapore-stock-market-tipped-to-open-in-the-green.aspx\">RTTNews</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":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3250922/singapore-stock-market-tipped-to-open-in-the-green.aspx","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114412120","content_text":"The Singapore stock market on Tuesday snapped the two-day slide in which it had fallen more than 40 points or 1.3 percent. The Straits Times Index now sits just above the 3,085-point plateau and it may extend its gains on Wednesday.\nThe global forecast for the Asian markets is upbeat on easing Covid concerns and surging oil prices. The European and U.S. markets were up and the Asian bourses are expected to open in similar fashion.\nThe STI finished modestly higher on Tuesday following gains from the industrials and mixed performances from the financials and properties.\nFor the day, the index improved 12.11 points or 0.39 percent to finish at 3,085.08 after trading between 3,079.34 and 3,101.75. Volume was 880.3 million shares worth 727.3 million Singapore dollars. There were 255 gainers and 177 decliners.\nAmong the actives, CapitaLand Integrated Commercial Trust dropped 0.51 percent, while City Developments fell 0.15 percent, Comfort DelGro gathered 0.74 percent, Dairy Farm International surged 3.80 percent, DBS Group eased 0.03 percent, Genting Singapore climbed 1.33 percent, Hongkong Land soared 2.76 percent, Keppel Corp jumped 1.39 percent, Mapletree Logistics Trust advanced 1.09 percent, Oversea-Chinese Banking Corporation collected 0.09 percent, SATS perked 0.53 percent, SembCorp Industries spiked 2.05 percent, Singapore Airlines accelerated 1.66 percent, Singapore Exchange rose 0.22 percent, Singapore Press Holdings and SingTel both shed 0.43 percent, Singapore Technologies Engineering rallied 1.37 percent, Thai Beverage sank 0.76 percent, United Overseas Bank was up 0.04 percent, Wilmar International gained 0.25 percent, Yangzijiang Shipbuilding added 0.78 percent and Ascendas REIT, Mapletree Commercial Trust and Venture Corporation were unchanged.\nThe lead from Wall Street is solid as the major averages opened higher on Tuesday and accelerated into the close, finishing near daily highs.\nThe Dow surged 560.54 points or 1.60 percent to finish at 35,492.70, while the NASDAQ spiked 360.14 points or 2.40 percent to close at 15,341.09 and the S&P 500 jumped 81.21 points or 1.78 percent to end at 4,649.23.\nBargain hunting contributed to the strength on Wall Street as traders picked up stocks at reduced levels on the heels of recent weakness. Monday's steep drop dragged the tech-heavy NASDAQ to its lowest closing level in over two months.\nThe rebound followed a report from Moderna (MRNA) about the effectiveness of a booster dose of its Covid-19 vaccine against the Omicron variant - which said a booster dose of its Covid-19 vaccine increased antibody levels against Omicron.\nCrude oil futures settled sharply higher Tuesday as prices rebounded from losses in the previous two sessions. West Texas Intermediate Crude oil futures for February ended up by $2.51 or 3.7 percent at $71.12 a barrel.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693562624,"gmtCreate":1640051018687,"gmtModify":1640053916071,"author":{"id":"3574724399840291","authorId":"3574724399840291","name":"Jabinlim","avatar":"https://static.tigerbbs.com/16b7f0f6ddc76fb4fc1d066ca1b55493","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"themes":[],"htmlText":"Gonna hit 200ma","listText":"Gonna hit 200ma","text":"Gonna hit 200ma","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693562624","repostId":"2193761136","repostType":4,"isVote":1,"tweetType":1,"viewCount":1066,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693386539,"gmtCreate":1639971260524,"gmtModify":1639971282213,"author":{"id":"3574724399840291","authorId":"3574724399840291","name":"Jabinlim","avatar":"https://static.tigerbbs.com/16b7f0f6ddc76fb4fc1d066ca1b55493","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"themes":[],"htmlText":"Only 11bln? [LOL] ","listText":"Only 11bln? [LOL] ","text":"Only 11bln? [LOL]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693386539","repostId":"2192076079","repostType":4,"isVote":1,"tweetType":1,"viewCount":1064,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690725776,"gmtCreate":1639711395220,"gmtModify":1639711395525,"author":{"id":"3574724399840291","authorId":"3574724399840291","name":"Jabinlim","avatar":"https://static.tigerbbs.com/16b7f0f6ddc76fb4fc1d066ca1b55493","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"themes":[],"htmlText":"No Santa Claus rally this year lol","listText":"No Santa Claus rally this year lol","text":"No Santa Claus rally this year lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690725776","repostId":"2192920942","repostType":4,"isVote":1,"tweetType":1,"viewCount":1127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690021507,"gmtCreate":1639615013812,"gmtModify":1639615014122,"author":{"id":"3574724399840291","authorId":"3574724399840291","name":"Jabinlim","avatar":"https://static.tigerbbs.com/16b7f0f6ddc76fb4fc1d066ca1b55493","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"themes":[],"htmlText":"Going up at last? ","listText":"Going up at last? ","text":"Going up at last?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690021507","repostId":"2191994940","repostType":4,"isVote":1,"tweetType":1,"viewCount":709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":192155214,"gmtCreate":1621167857138,"gmtModify":1634193629646,"author":{"id":"3574724399840291","authorId":"3574724399840291","name":"Jabinlim","avatar":"https://static.tigerbbs.com/16b7f0f6ddc76fb4fc1d066ca1b55493","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/192155214","repostId":"1163454382","repostType":4,"repost":{"id":"1163454382","kind":"news","pubTimestamp":1621004581,"share":"https://www.laohu8.com/m/news/1163454382?lang=zh_CN&edition=full","pubTime":"2021-05-14 23:03","market":"us","language":"en","title":"Why AMC Entertainment Stock Jumped Again Friday<blockquote>为什么AMC院线股价周五再次上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163454382","media":"Motley Fool","summary":"AMC investors have reason for more optimism on the heels of another capital raise.Yesterday's jump came after the company announcedit raised $428 million. First, the Centers for Disease Control and Prevention issued a new statement on current health and safety protocols saying that fully vaccinated people can resume activities without wearing a mask or physically distancing, including indoors.This should allow theaters to open back up at full capacity and be a desirable destination for vaccinat","content":"<p> <b>AMC investors have reason for more optimism on the heels of another capital raise.</b> <b>What happened</b></p><p><blockquote><b>在再次融资后,AMC投资者有理由更加乐观。</b><b>发生了什么</b></blockquote></p><p> A day after<b>AMC Entertainment Holdings</b>(NYSE:AMC)</p><p><blockquote>一天后<b>AMC院线控股</b>(纽约证券交易所代码:AMC)</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Yesterday's jump came after the company announcedit raised $428 million</p><p><blockquote>昨天的股价上涨是在该公司宣布筹集4.28亿美元后发生的</blockquote></p><p> First, the Centers for Disease Control and Prevention (CDC) issued a new statement on current health and safety protocols saying that fully vaccinated people can resume activities without wearing a mask or physically distancing, including indoors.</p><p><blockquote>首先,美国疾病控制和预防中心(CDC)发布了一份关于当前健康和安全协议的新声明,称完全接种疫苗的人可以在不戴口罩或保持身体距离的情况下恢复活动,包括在室内。</blockquote></p><p> This should allow theaters to open back up at full capacity and be a desirable destination for vaccinated movie patrons. Also yesterday,<b>Walt Disney</b>(NYSE:DIS)announced its quarterly earnings report, and CEO Bob Chapek noted \"increased production at our studios.\" While that is a positive for theater operators, Disney also reported disappointing subscriber growth in itsstreaming services.</p><p><blockquote>这将使电影院能够满负荷开放,并成为接种疫苗的电影顾客的理想目的地。同样在昨天,<b>迪斯尼</b>(纽约证券交易所股票代码:DIS)宣布了季度收益报告,首席执行官鲍勃·查佩克指出“我们工作室的产量有所增加”。虽然这对影院运营商来说是积极的,但迪士尼也报告称其流媒体服务的用户增长令人失望。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> Lower streaming subscriptions could be a positive sign for the theater business. As vaccinations continue to roll out, and with the CDC now officially giving its approval to gather indoors with crowds and without masks, theater attendance may resume quickly.</p><p><blockquote>流媒体订阅量的下降对影院业务来说可能是一个积极的信号。随着疫苗接种的继续推广,以及疾病预防控制中心现在正式批准在不戴口罩的情况下与人群聚集在室内,剧院的上座率可能会很快恢复。</blockquote></p><p> Vaccinations are going to drive people back to activities outside the home. Movie theaters are likely to be a favorite destination after more than a year of mostly watching at home. On the heels of another capital raise, AMC investors may be thinking this company finally has a promising path ahead.</p><p><blockquote>疫苗接种将促使人们回到户外活动。在一年多的时间里,电影院可能会成为人们最喜欢的目的地。在另一次融资之后,AMC投资者可能认为这家公司终于有了一条充满希望的未来之路。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why AMC Entertainment Stock Jumped Again Friday<blockquote>为什么AMC院线股价周五再次上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy AMC Entertainment Stock Jumped Again Friday<blockquote>为什么AMC院线股价周五再次上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-05-14 23:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p> <b>AMC investors have reason for more optimism on the heels of another capital raise.</b> <b>What happened</b></p><p><blockquote><b>在再次融资后,AMC投资者有理由更加乐观。</b><b>发生了什么</b></blockquote></p><p> A day after<b>AMC Entertainment Holdings</b>(NYSE:AMC)</p><p><blockquote>一天后<b>AMC院线控股</b>(纽约证券交易所代码:AMC)</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Yesterday's jump came after the company announcedit raised $428 million</p><p><blockquote>昨天的股价上涨是在该公司宣布筹集4.28亿美元后发生的</blockquote></p><p> First, the Centers for Disease Control and Prevention (CDC) issued a new statement on current health and safety protocols saying that fully vaccinated people can resume activities without wearing a mask or physically distancing, including indoors.</p><p><blockquote>首先,美国疾病控制和预防中心(CDC)发布了一份关于当前健康和安全协议的新声明,称完全接种疫苗的人可以在不戴口罩或保持身体距离的情况下恢复活动,包括在室内。</blockquote></p><p> This should allow theaters to open back up at full capacity and be a desirable destination for vaccinated movie patrons. Also yesterday,<b>Walt Disney</b>(NYSE:DIS)announced its quarterly earnings report, and CEO Bob Chapek noted \"increased production at our studios.\" While that is a positive for theater operators, Disney also reported disappointing subscriber growth in itsstreaming services.</p><p><blockquote>这将使电影院能够满负荷开放,并成为接种疫苗的电影顾客的理想目的地。同样在昨天,<b>迪斯尼</b>(纽约证券交易所股票代码:DIS)宣布了季度收益报告,首席执行官鲍勃·查佩克指出“我们工作室的产量有所增加”。虽然这对影院运营商来说是积极的,但迪士尼也报告称其流媒体服务的用户增长令人失望。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> Lower streaming subscriptions could be a positive sign for the theater business. As vaccinations continue to roll out, and with the CDC now officially giving its approval to gather indoors with crowds and without masks, theater attendance may resume quickly.</p><p><blockquote>流媒体订阅量的下降对影院业务来说可能是一个积极的信号。随着疫苗接种的继续推广,以及疾病预防控制中心现在正式批准在不戴口罩的情况下与人群聚集在室内,剧院的上座率可能会很快恢复。</blockquote></p><p> Vaccinations are going to drive people back to activities outside the home. Movie theaters are likely to be a favorite destination after more than a year of mostly watching at home. On the heels of another capital raise, AMC investors may be thinking this company finally has a promising path ahead.</p><p><blockquote>疫苗接种将促使人们回到户外活动。在一年多的时间里,电影院可能会成为人们最喜欢的目的地。在另一次融资之后,AMC投资者可能认为这家公司终于有了一条充满希望的未来之路。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/05/14/why-amc-entertainment-stock-jumped-again-friday/\">Motley Fool</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2021/05/14/why-amc-entertainment-stock-jumped-again-friday/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163454382","content_text":"AMC investors have reason for more optimism on the heels of another capital raise.\n\nWhat happened\nA day afterAMC Entertainment Holdings(NYSE:AMC)\nSo what\nYesterday's jump came after the company announcedit raised $428 million\nFirst, the Centers for Disease Control and Prevention (CDC) issued a new statement on current health and safety protocols saying that fully vaccinated people can resume activities without wearing a mask or physically distancing, including indoors.\nThis should allow theaters to open back up at full capacity and be a desirable destination for vaccinated movie patrons. Also yesterday,Walt Disney(NYSE:DIS)announced its quarterly earnings report, and CEO Bob Chapek noted \"increased production at our studios.\" While that is a positive for theater operators, Disney also reported disappointing subscriber growth in itsstreaming services.\nNow what\nLower streaming subscriptions could be a positive sign for the theater business. As vaccinations continue to roll out, and with the CDC now officially giving its approval to gather indoors with crowds and without masks, theater attendance may resume quickly.\nVaccinations are going to drive people back to activities outside the home. Movie theaters are likely to be a favorite destination after more than a year of mostly watching at home. On the heels of another capital raise, AMC investors may be thinking this company finally has a promising path ahead.","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":879422789,"gmtCreate":1636765847562,"gmtModify":1636765847663,"author":{"id":"3574724399840291","authorId":"3574724399840291","name":"Jabinlim","avatar":"https://static.tigerbbs.com/16b7f0f6ddc76fb4fc1d066ca1b55493","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"themes":[],"htmlText":"Nice ","listText":"Nice ","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/879422789","repostId":"2183501235","repostType":4,"isVote":1,"tweetType":1,"viewCount":589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":195289410,"gmtCreate":1621297195330,"gmtModify":1634192722451,"author":{"id":"3574724399840291","authorId":"3574724399840291","name":"Jabinlim","avatar":"https://static.tigerbbs.com/16b7f0f6ddc76fb4fc1d066ca1b55493","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"themes":[],"htmlText":"Tech gonna take a few months ","listText":"Tech gonna take a few months ","text":"Tech gonna take a few months","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/195289410","repostId":"2136295438","repostType":4,"isVote":1,"tweetType":1,"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815325503,"gmtCreate":1630647583902,"gmtModify":1631888932577,"author":{"id":"3574724399840291","authorId":"3574724399840291","name":"Jabinlim","avatar":"https://static.tigerbbs.com/16b7f0f6ddc76fb4fc1d066ca1b55493","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"themes":[],"htmlText":"Nice one! ","listText":"Nice one! ","text":"Nice one!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/815325503","repostId":"2164829818","repostType":4,"isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":690725776,"gmtCreate":1639711395220,"gmtModify":1639711395525,"author":{"id":"3574724399840291","authorId":"3574724399840291","name":"Jabinlim","avatar":"https://static.tigerbbs.com/16b7f0f6ddc76fb4fc1d066ca1b55493","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"themes":[],"htmlText":"No Santa Claus rally this year lol","listText":"No Santa Claus rally this year lol","text":"No Santa Claus rally this year lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690725776","repostId":"2192920942","repostType":4,"isVote":1,"tweetType":1,"viewCount":1127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605661289,"gmtCreate":1639153092851,"gmtModify":1639153093102,"author":{"id":"3574724399840291","authorId":"3574724399840291","name":"Jabinlim","avatar":"https://static.tigerbbs.com/16b7f0f6ddc76fb4fc1d066ca1b55493","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"themes":[],"htmlText":"Shiit stock","listText":"Shiit stock","text":"Shiit stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605661289","repostId":"1134450838","repostType":4,"repost":{"id":"1134450838","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639148939,"share":"https://www.laohu8.com/m/news/1134450838?lang=zh_CN&edition=full","pubTime":"2021-12-10 23:08","market":"us","language":"en","title":"Grab shares dropped another 9% in morning trading<blockquote>Grab股价早盘再下跌9%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1134450838","media":"Tiger Newspress","summary":"Grab shares dropped another 9% in morning trading after falling more than 9% yesterday.","content":"<p>Grab shares dropped another 9% in morning trading after falling more than 9% yesterday.</p><p><blockquote>Grab股价继昨天下跌超过9%后,早盘又下跌9%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/963eb8dd73ce8daa0d852d63f0bcc276\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Grab shares dropped another 9% in morning trading<blockquote>Grab股价早盘再下跌9%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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\">\nGrab shares dropped another 9% in morning trading<blockquote>Grab股价早盘再下跌9%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-10 23:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Grab shares dropped another 9% in morning trading after falling more than 9% yesterday.</p><p><blockquote>Grab股价继昨天下跌超过9%后,早盘又下跌9%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/963eb8dd73ce8daa0d852d63f0bcc276\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134450838","content_text":"Grab shares dropped another 9% in morning trading after falling more than 9% yesterday.","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873103882,"gmtCreate":1636869981632,"gmtModify":1636869981771,"author":{"id":"3574724399840291","authorId":"3574724399840291","name":"Jabinlim","avatar":"https://static.tigerbbs.com/16b7f0f6ddc76fb4fc1d066ca1b55493","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"themes":[],"htmlText":"Nice ","listText":"Nice ","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/873103882","repostId":"1103944030","repostType":4,"isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":139008230,"gmtCreate":1621571052920,"gmtModify":1634187978384,"author":{"id":"3574724399840291","authorId":"3574724399840291","name":"Jabinlim","avatar":"https://static.tigerbbs.com/16b7f0f6ddc76fb4fc1d066ca1b55493","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"themes":[],"htmlText":"How long will this last lol","listText":"How long will this last lol","text":"How long will this last lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/139008230","repostId":"2137763179","repostType":4,"isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":844604230,"gmtCreate":1636420218304,"gmtModify":1636420218673,"author":{"id":"3574724399840291","authorId":"3574724399840291","name":"Jabinlim","avatar":"https://static.tigerbbs.com/16b7f0f6ddc76fb4fc1d066ca1b55493","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"themes":[],"htmlText":"AMC to the mooooon ","listText":"AMC to the mooooon ","text":"AMC to the mooooon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/844604230","repostId":"1104683977","repostType":4,"repost":{"id":"1104683977","kind":"news","pubTimestamp":1636418694,"share":"https://www.laohu8.com/m/news/1104683977?lang=zh_CN&edition=full","pubTime":"2021-11-09 08:44","market":"sh","language":"en","title":"Short squeezes are pushing these stocks to the moon<blockquote>轧空正在将这些股票推向月球</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1104683977","media":"CNN","summary":"New York (CNN Business)The individual investor army on Reddit that helped push GameStop and AMC to u","content":"<p><a href=\"https://laohu8.com/S/NWY\">New York</a> (CNN Business)The individual investor army on Reddit that helped push <a href=\"https://laohu8.com/S/GME\">GameStop</a> and AMC to unprecedented heights earlier this year has found some more companies to rally around.</p><p><blockquote><a href=\"https://laohu8.com/S/NWY\">纽约</a>(CNN商业)Reddit上的个人投资者大军帮助推动了<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>今年早些时候,AMC达到了前所未有的高度,并找到了更多公司的支持。</blockquote></p><p> Several stocks that have enjoyed extraordinary pops lately, such as <a href=\"https://laohu8.com/S/CAR\">Avis Budget</a> (<a href=\"https://laohu8.com/S/00699\">CAR</a>) and Bed Bath & Beyond (BBBY), have become so-called meme stocks that many professional investors have bet against ... and have gotten burned for because of what's known as a short squeeze.</p><p><blockquote>最近表现出色的几只股票,例如<a href=\"https://laohu8.com/S/CAR\">预算意见</a>(<a href=\"https://laohu8.com/S/00699\">车</a>)和Bed Bath&Beyond(BBBY)已成为许多专业投资者做空的所谓模因股票……并因为所谓的空头挤压而被烧伤。</blockquote></p><p> Avis Budget reported solid earnings last week. But the strength of the stock's 108% surge the day after reporting results surprised many. Shares were up as much as 218% at <a href=\"https://laohu8.com/S/AONE.U\">one</a> point.</p><p><blockquote>Avis Budget上周公布了稳健的收益。但该股在公布业绩后第二天飙升108%,令许多人感到惊讶。股价上涨218%<a href=\"https://laohu8.com/S/AONE.U\">一</a>点。</blockquote></p><p> Bed Bath and Beyond skyrocketed nearly 50% in a matter of a few days last week after announcing a partnership to sell some of its products at grocery store chain <a href=\"https://laohu8.com/S/KR\">Kroger</a> (KR).</p><p><blockquote>Bed Bath and Beyond上周宣布合作在杂货店连锁店销售其部分产品后,股价在几天内飙升了近50%<a href=\"https://laohu8.com/S/KR\">克罗格</a>(KR)。</blockquote></p><p> Both Avis Budget and Bed Bath & Beyond have something in common with AMC (AMC) and GameStop (GME).</p><p><blockquote>Avis Budget和Bed Bath&Beyond都与AMC(AMC)和游戏驿站(GME)有一些共同点。</blockquote></p><p> All of these stocks, along with other meme darlings such as <a href=\"https://laohu8.com/S/BBRY\">BlackBerry</a> (BB), electric van maker <a href=\"https://laohu8.com/S/WKHS\">Workhorse</a> (WKHS) and cannabis company Sundial Growers (SNDL), have been targets of so-called short sellers.</p><p><blockquote>所有这些股票,以及其他迷因宠儿,例如<a href=\"https://laohu8.com/S/BBRY\">黑莓</a>(BB),电动货车制造商<a href=\"https://laohu8.com/S/WKHS\">老黄牛</a>(WKHS)和大麻公司Sundial Growers(SNDL)一直是所谓卖空者的目标。</blockquote></p><p> More than 20% of the shares of Avis Budget and Bed Bath & Beyond are being held by short sellers, aka shorts.</p><p><blockquote>Avis Budget和Bed Bath&Beyond超过20%的股份由卖空者(又名空头)持有。</blockquote></p><p> Shorts, often big hedge funds and other large institutional firms, will borrow a stock and sell it with the hopes that the price will fall and they can buy it back for less. The short seller then pockets the difference between what they sold at and the repurchase price.</p><p><blockquote>空头,通常是大型对冲基金和其他大型机构公司,会借入股票并出售,希望价格会下跌,然后他们可以以更低的价格回购。然后,卖空者将出售价格与回购价格之间的差额收入囊中。</blockquote></p><p> So say a short sells a borrowed stock when it's trading at $20 and it falls to $10. If the short seller buys the stock back at $10 and returns it to the lender, they make a $10 profit. It's known as covering their short position.</p><p><blockquote>比方说,当一只借来的股票的交易价格为20美元,然后跌至10美元时,卖空者卖出了该股票。如果卖空者以10美元的价格回购股票并将其返还给贷方,他们将获得10美元的利润。这就是所谓的回补空头头寸。</blockquote></p><p> But here's where short sellers can run into trouble. If a stock that's being shorted starts to go up for some reason — such as a good earnings report or news of a strategic partnership — short sellers may be forced to buy back shares en masse or risk incurring massive losses.</p><p><blockquote>但这就是卖空者可能遇到麻烦的地方。如果被做空的股票由于某种原因(例如良好的收益报告或战略合作伙伴关系的消息)开始上涨,卖空者可能会被迫集体回购股票,否则可能会面临遭受巨大损失的风险。</blockquote></p><p> Back to the $20 short seller example, if the company reports good news and the stock goes up to $30, the short seller is looking at a potential $10 loss if they cover at the price. The losses increase as the stock heads higher. If it hits $40, that's a $20 loss, and so on — for every share they've shorted.</p><p><blockquote>回到20美元卖空者的例子,如果公司报告好消息并且股价上涨至30美元,那么卖空者如果按该价格回补,可能会损失10美元。随着股价走高,损失也会增加。如果价格达到40美元,他们每做空一股,就会损失20美元,依此类推。</blockquote></p><p> Plus, short sellers have to eventually return the shares they've borrowed. So if they wait too long to cover the short position, they could face major losses. The so-called apes on Reddit have figured this out.</p><p><blockquote>此外,卖空者最终必须归还他们借入的股票。因此,如果他们等待太久才回补空头头寸,他们可能会面临重大损失。Reddit上所谓的猿类已经明白了这一点。</blockquote></p><p> \"This is what a short squeeze looks like,\" wrote one Reddit user last week about Avis Budget. \"Good (nee, STELLAR) earnings caused sudden and hard upward price movement ... No recourse other than to cover.\"</p><p><blockquote>“这就是轧空的样子,”一位Reddit用户上周在谈到Avis Budget时写道。“良好的(nee,恒星)收益导致价格突然大幅上涨……除了弥补之外没有其他追索权。”</blockquote></p><p> That's why fans of stocks like GameStop, AMC and more recently Avis Budget and Bed Bath & Beyond aggressively call for retail traders to start buying heavily shorted stocks to push them even higher.</p><p><blockquote>这就是为什么游戏驿站、AMC以及最近的Avis Budget和Bed Bath&Beyond等股票的粉丝积极看涨期权,要求散户交易者开始购买严重做空的股票,以推高它们。</blockquote></p><p> They realize that they are inflicting damage on the short sellers by doing so. But that helps push the shares even higher since the short sellers have to start joining the buying frenzy too.</p><p><blockquote>他们意识到这样做是在给卖空者造成损害。但这有助于推高股价,因为卖空者也必须开始加入购买狂潮。</blockquote></p><p> \"Short Squeeze Stocks Season is Back!\" declared one poster on Reddit in a video last week, referring specifically to <a href=\"https://laohu8.com/S/BB\">BlackBerry</a>, Avis Budget, Bed Bath & Beyond, AMC and GameStop.</p><p><blockquote>“逼空股票季节又回来了!”上周在Reddit上的一段视频中宣布了一张海报,特别是指<a href=\"https://laohu8.com/S/BB\">黑莓</a>、Avis Budget、Bed Bath&Beyond、AMC和游戏驿站。</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>Short squeezes are pushing these stocks to the moon<blockquote>轧空正在将这些股票推向月球</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\">\nShort squeezes are pushing these stocks to the moon<blockquote>轧空正在将这些股票推向月球</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNN</strong><span class=\"h-time small\">2021-11-09 08:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/NWY\">New York</a> (CNN Business)The individual investor army on Reddit that helped push <a href=\"https://laohu8.com/S/GME\">GameStop</a> and AMC to unprecedented heights earlier this year has found some more companies to rally around.</p><p><blockquote><a href=\"https://laohu8.com/S/NWY\">纽约</a>(CNN商业)Reddit上的个人投资者大军帮助推动了<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>今年早些时候,AMC达到了前所未有的高度,并找到了更多公司的支持。</blockquote></p><p> Several stocks that have enjoyed extraordinary pops lately, such as <a href=\"https://laohu8.com/S/CAR\">Avis Budget</a> (<a href=\"https://laohu8.com/S/00699\">CAR</a>) and Bed Bath & Beyond (BBBY), have become so-called meme stocks that many professional investors have bet against ... and have gotten burned for because of what's known as a short squeeze.</p><p><blockquote>最近表现出色的几只股票,例如<a href=\"https://laohu8.com/S/CAR\">预算意见</a>(<a href=\"https://laohu8.com/S/00699\">车</a>)和Bed Bath&Beyond(BBBY)已成为许多专业投资者做空的所谓模因股票……并因为所谓的空头挤压而被烧伤。</blockquote></p><p> Avis Budget reported solid earnings last week. But the strength of the stock's 108% surge the day after reporting results surprised many. Shares were up as much as 218% at <a href=\"https://laohu8.com/S/AONE.U\">one</a> point.</p><p><blockquote>Avis Budget上周公布了稳健的收益。但该股在公布业绩后第二天飙升108%,令许多人感到惊讶。股价上涨218%<a href=\"https://laohu8.com/S/AONE.U\">一</a>点。</blockquote></p><p> Bed Bath and Beyond skyrocketed nearly 50% in a matter of a few days last week after announcing a partnership to sell some of its products at grocery store chain <a href=\"https://laohu8.com/S/KR\">Kroger</a> (KR).</p><p><blockquote>Bed Bath and Beyond上周宣布合作在杂货店连锁店销售其部分产品后,股价在几天内飙升了近50%<a href=\"https://laohu8.com/S/KR\">克罗格</a>(KR)。</blockquote></p><p> Both Avis Budget and Bed Bath & Beyond have something in common with AMC (AMC) and GameStop (GME).</p><p><blockquote>Avis Budget和Bed Bath&Beyond都与AMC(AMC)和游戏驿站(GME)有一些共同点。</blockquote></p><p> All of these stocks, along with other meme darlings such as <a href=\"https://laohu8.com/S/BBRY\">BlackBerry</a> (BB), electric van maker <a href=\"https://laohu8.com/S/WKHS\">Workhorse</a> (WKHS) and cannabis company Sundial Growers (SNDL), have been targets of so-called short sellers.</p><p><blockquote>所有这些股票,以及其他迷因宠儿,例如<a href=\"https://laohu8.com/S/BBRY\">黑莓</a>(BB),电动货车制造商<a href=\"https://laohu8.com/S/WKHS\">老黄牛</a>(WKHS)和大麻公司Sundial Growers(SNDL)一直是所谓卖空者的目标。</blockquote></p><p> More than 20% of the shares of Avis Budget and Bed Bath & Beyond are being held by short sellers, aka shorts.</p><p><blockquote>Avis Budget和Bed Bath&Beyond超过20%的股份由卖空者(又名空头)持有。</blockquote></p><p> Shorts, often big hedge funds and other large institutional firms, will borrow a stock and sell it with the hopes that the price will fall and they can buy it back for less. The short seller then pockets the difference between what they sold at and the repurchase price.</p><p><blockquote>空头,通常是大型对冲基金和其他大型机构公司,会借入股票并出售,希望价格会下跌,然后他们可以以更低的价格回购。然后,卖空者将出售价格与回购价格之间的差额收入囊中。</blockquote></p><p> So say a short sells a borrowed stock when it's trading at $20 and it falls to $10. If the short seller buys the stock back at $10 and returns it to the lender, they make a $10 profit. It's known as covering their short position.</p><p><blockquote>比方说,当一只借来的股票的交易价格为20美元,然后跌至10美元时,卖空者卖出了该股票。如果卖空者以10美元的价格回购股票并将其返还给贷方,他们将获得10美元的利润。这就是所谓的回补空头头寸。</blockquote></p><p> But here's where short sellers can run into trouble. If a stock that's being shorted starts to go up for some reason — such as a good earnings report or news of a strategic partnership — short sellers may be forced to buy back shares en masse or risk incurring massive losses.</p><p><blockquote>但这就是卖空者可能遇到麻烦的地方。如果被做空的股票由于某种原因(例如良好的收益报告或战略合作伙伴关系的消息)开始上涨,卖空者可能会被迫集体回购股票,否则可能会面临遭受巨大损失的风险。</blockquote></p><p> Back to the $20 short seller example, if the company reports good news and the stock goes up to $30, the short seller is looking at a potential $10 loss if they cover at the price. The losses increase as the stock heads higher. If it hits $40, that's a $20 loss, and so on — for every share they've shorted.</p><p><blockquote>回到20美元卖空者的例子,如果公司报告好消息并且股价上涨至30美元,那么卖空者如果按该价格回补,可能会损失10美元。随着股价走高,损失也会增加。如果价格达到40美元,他们每做空一股,就会损失20美元,依此类推。</blockquote></p><p> Plus, short sellers have to eventually return the shares they've borrowed. So if they wait too long to cover the short position, they could face major losses. The so-called apes on Reddit have figured this out.</p><p><blockquote>此外,卖空者最终必须归还他们借入的股票。因此,如果他们等待太久才回补空头头寸,他们可能会面临重大损失。Reddit上所谓的猿类已经明白了这一点。</blockquote></p><p> \"This is what a short squeeze looks like,\" wrote one Reddit user last week about Avis Budget. \"Good (nee, STELLAR) earnings caused sudden and hard upward price movement ... No recourse other than to cover.\"</p><p><blockquote>“这就是轧空的样子,”一位Reddit用户上周在谈到Avis Budget时写道。“良好的(nee,恒星)收益导致价格突然大幅上涨……除了弥补之外没有其他追索权。”</blockquote></p><p> That's why fans of stocks like GameStop, AMC and more recently Avis Budget and Bed Bath & Beyond aggressively call for retail traders to start buying heavily shorted stocks to push them even higher.</p><p><blockquote>这就是为什么游戏驿站、AMC以及最近的Avis Budget和Bed Bath&Beyond等股票的粉丝积极看涨期权,要求散户交易者开始购买严重做空的股票,以推高它们。</blockquote></p><p> They realize that they are inflicting damage on the short sellers by doing so. But that helps push the shares even higher since the short sellers have to start joining the buying frenzy too.</p><p><blockquote>他们意识到这样做是在给卖空者造成损害。但这有助于推高股价,因为卖空者也必须开始加入购买狂潮。</blockquote></p><p> \"Short Squeeze Stocks Season is Back!\" declared one poster on Reddit in a video last week, referring specifically to <a href=\"https://laohu8.com/S/BB\">BlackBerry</a>, Avis Budget, Bed Bath & Beyond, AMC and GameStop.</p><p><blockquote>“逼空股票季节又回来了!”上周在Reddit上的一段视频中宣布了一张海报,特别是指<a href=\"https://laohu8.com/S/BB\">黑莓</a>、Avis Budget、Bed Bath&Beyond、AMC和游戏驿站。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://edition.cnn.com/2021/11/08/investing/short-squeeze-stocks/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":{"GME":"游戏驿站","AMC":"AMC院线","KR":"克罗格","CAR":"安飞士","BBBY":"Bed Bath & Beyond, Inc."},"source_url":"https://edition.cnn.com/2021/11/08/investing/short-squeeze-stocks/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104683977","content_text":"New York (CNN Business)The individual investor army on Reddit that helped push GameStop and AMC to unprecedented heights earlier this year has found some more companies to rally around.\nSeveral stocks that have enjoyed extraordinary pops lately, such as Avis Budget (CAR) and Bed Bath & Beyond (BBBY), have become so-called meme stocks that many professional investors have bet against ... and have gotten burned for because of what's known as a short squeeze.\nAvis Budget reported solid earnings last week. But the strength of the stock's 108% surge the day after reporting results surprised many. Shares were up as much as 218% at one point.\nBed Bath and Beyond skyrocketed nearly 50% in a matter of a few days last week after announcing a partnership to sell some of its products at grocery store chain Kroger (KR).\nBoth Avis Budget and Bed Bath & Beyond have something in common with AMC (AMC) and GameStop (GME).\nAll of these stocks, along with other meme darlings such as BlackBerry (BB), electric van maker Workhorse (WKHS) and cannabis company Sundial Growers (SNDL), have been targets of so-called short sellers.\nMore than 20% of the shares of Avis Budget and Bed Bath & Beyond are being held by short sellers, aka shorts.\nShorts, often big hedge funds and other large institutional firms, will borrow a stock and sell it with the hopes that the price will fall and they can buy it back for less. The short seller then pockets the difference between what they sold at and the repurchase price.\nSo say a short sells a borrowed stock when it's trading at $20 and it falls to $10. If the short seller buys the stock back at $10 and returns it to the lender, they make a $10 profit. It's known as covering their short position.\nBut here's where short sellers can run into trouble. If a stock that's being shorted starts to go up for some reason — such as a good earnings report or news of a strategic partnership — short sellers may be forced to buy back shares en masse or risk incurring massive losses.\nBack to the $20 short seller example, if the company reports good news and the stock goes up to $30, the short seller is looking at a potential $10 loss if they cover at the price. The losses increase as the stock heads higher. If it hits $40, that's a $20 loss, and so on — for every share they've shorted.\nPlus, short sellers have to eventually return the shares they've borrowed. So if they wait too long to cover the short position, they could face major losses. The so-called apes on Reddit have figured this out.\n\"This is what a short squeeze looks like,\" wrote one Reddit user last week about Avis Budget. \"Good (nee, STELLAR) earnings caused sudden and hard upward price movement ... No recourse other than to cover.\"\nThat's why fans of stocks like GameStop, AMC and more recently Avis Budget and Bed Bath & Beyond aggressively call for retail traders to start buying heavily shorted stocks to push them even higher.\nThey realize that they are inflicting damage on the short sellers by doing so. But that helps push the shares even higher since the short sellers have to start joining the buying frenzy too.\n\"Short Squeeze Stocks Season is Back!\" declared one poster on Reddit in a video last week, referring specifically to BlackBerry, Avis Budget, Bed Bath & Beyond, AMC and GameStop.","news_type":1,"symbols_score_info":{"CAR":0.9,"GME":0.9,"KR":0.9,"AMC":0.9,"BBBY":0.9}},"isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":114081232,"gmtCreate":1623036011626,"gmtModify":1634095997114,"author":{"id":"3574724399840291","authorId":"3574724399840291","name":"Jabinlim","avatar":"https://static.tigerbbs.com/16b7f0f6ddc76fb4fc1d066ca1b55493","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"themes":[],"htmlText":"GME highly manipulated by both hedge funds and retail lol","listText":"GME highly manipulated by both hedge funds and retail lol","text":"GME highly manipulated by both hedge funds and retail lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/114081232","repostId":"2141926289","repostType":4,"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}