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Jabinlim

Jabinlim

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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>

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>

2022-01-22

Nice

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2022-01-20

Bear market now

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2022-01-19

Support broke

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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>

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>

2022-01-16

All going down

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2022-01-15

Downtrend

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2022-01-15

None lol

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2021-12-28

480 in Jan

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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>

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>

2021-12-24

Still alot of room up

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2021-12-23

Rally now

Is the stock market open on Christmas Eve? New Year’s Eve? Here are the upcoming holiday trading hours.<blockquote>平安夜股市开放吗？除夕？以下是即将到来的假期交易时间。</blockquote>

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>

2021-12-21

Gonna hit 200ma

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2021-12-20

Only 11bln? [LOL]

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2021-12-17

No Santa Claus rally this year lol

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2021-12-16

Going up at last?

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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&#39;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&#39;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":3222,"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":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574724399840291","idStr":"3574724399840291"},"themes":[],"htmlText":"Market dying&nbsp;","listText":"Market dying&nbsp;","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&#39;t be a &#39;one-way street&#39; as hiking cycle gets under way: Deutsche Bank&#39;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 &#34;titanic battle&#34; 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 &#34;far from a one-way street,&#34; wrote Deutsche Bank&#39;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 &#34;that bulls and bear can use to counterpunch each other.&#34; (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>&#34;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,&#34; 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&#39;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&amp;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&#39;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&#39;t significantly enhance the central bank&#39;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&#39;t fully priced into the market, &#34;as long as the path of tightening does not acknowledge a still quicker and more extensive tightening cycle ahead.&#34;</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&#39;t be a &#39;one-way street&#39; as hiking cycle gets under way: Deutsche Bank&#39;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 &#34;titanic battle&#34; 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 &#34;far from a one-way street,&#34; wrote Deutsche Bank&#39;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 &#34;that bulls and bear can use to counterpunch each other.&#34; (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>&#34;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,&#34; 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&#39;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&amp;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&#39;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&#39;t significantly enhance the central bank&#39;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&#39;t fully priced into the market, &#34;as long as the path of tightening does not acknowledge a still quicker and more extensive tightening cycle ahead.&#34;</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":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"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":{".IXIC":0.9,".SPX":0.88,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3866,"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":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574724399840291","idStr":"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":2667,"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":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574724399840291","idStr":"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":2869,"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":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574724399840291","idStr":"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":2218,"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":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574724399840291","idStr":"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&#39;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&#39;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&#39;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&#39;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&#39;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&#39;s mRNA platform and manufacturing capacity should result in significant long-term upside for investors buying into Moderna&#39;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&#39;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快速从开发、临床试验、批准到大规模生产疫苗。随着Moderna等人获得更多经验，监管机构对mRNA技术的使用更加舒适，我可以看到未来一天，发现一种毒力病毒对疫苗临床试验、疫苗审批、疫苗大规模生产的反应时间可能会明显缩短。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&#39;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&#39;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 (&#34;APA&#34;) 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 &#39;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&#39;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&#39;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&#39;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&#39;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&#39;s pipeline only consists of 9 programs that target 5 other infectious diseases other than COVID-19. Most of Novavax&#39;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&#39;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&#39; 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&#39;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&#39; CAR-Macrophage&#39;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&#39;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&#39; 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&#39;s number one capital allocation priority is investing in R&amp;D, manufacturing infrastructure and continuing to build out the company&#39;s commercial infrastructure. The second priority is investing in external investment opportunities, either in the form of collaborations or M&amp;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&#39;s stock higher because it would show that mRNA is viable for addressing other diseases. A CMV rejection would likely drop Moderna&#39;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&#39;s current valuation will be viewed in hindsight as being way too low. If most of Moderna&#39;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&#39;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&#39;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&#39;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&#39;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&#39;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&#39;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&#39;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&#39;s mRNA platform and manufacturing capacity should result in significant long-term upside for investors buying into Moderna&#39;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&#39;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快速从开发、临床试验、批准到大规模生产疫苗。随着Moderna等人获得更多经验，监管机构对mRNA技术的使用更加舒适，我可以看到未来一天，发现一种毒力病毒对疫苗临床试验、疫苗审批、疫苗大规模生产的反应时间可能会明显缩短。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&#39;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&#39;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 (&#34;APA&#34;) 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 &#39;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&#39;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&#39;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&#39;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&#39;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&#39;s pipeline only consists of 9 programs that target 5 other infectious diseases other than COVID-19. Most of Novavax&#39;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&#39;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&#39; 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&#39;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&#39; CAR-Macrophage&#39;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&#39;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&#39; 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&#39;s number one capital allocation priority is investing in R&amp;D, manufacturing infrastructure and continuing to build out the company&#39;s commercial infrastructure. The second priority is investing in external investment opportunities, either in the form of collaborations or M&amp;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&#39;s stock higher because it would show that mRNA is viable for addressing other diseases. A CMV rejection would likely drop Moderna&#39;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&#39;s current valuation will be viewed in hindsight as being way too low. If most of Moderna&#39;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&#39;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&#39;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":2619,"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":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574724399840291","idStr":"3574724399840291"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","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&#39;s taking Donald Trump&#39;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&#39;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 type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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}\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\">\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&#39;s taking Donald Trump&#39;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&#39;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":3022,"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":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574724399840291","idStr":"3574724399840291"},"themes":[],"htmlText":"All going down&nbsp;","listText":"All going down&nbsp;","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":3480,"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":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574724399840291","idStr":"3574724399840291"},"themes":[],"htmlText":"Downtrend&nbsp;","listText":"Downtrend&nbsp;","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":4216,"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":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574724399840291","idStr":"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":3841,"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":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574724399840291","idStr":"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":678,"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":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574724399840291","idStr":"3574724399840291"},"themes":[],"htmlText":"New ATH coming&nbsp;","listText":"New ATH coming&nbsp;","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":{"BK4541":"氢能源","SPY.AU":"SPDR® S&P 500® ETF Trust","BK4096":"电气部件与设备","FCEL":"燃料电池能源"},"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":{"SPY.AU":0.9,"FCEL":0.9}},"isVote":1,"tweetType":1,"viewCount":918,"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":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574724399840291","idStr":"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&nbsp;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&nbsp;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&amp;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&nbsp;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&nbsp;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&nbsp;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&amp;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&nbsp;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":630,"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":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574724399840291","idStr":"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":930,"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":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574724399840291","idStr":"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,"repost":{"id":"1134708540","kind":"news","pubTimestamp":1640223729,"share":"https://www.laohu8.com/m/news/1134708540?lang=zh_CN&edition=full","pubTime":"2021-12-23 09:42","market":"us","language":"en","title":"Is the stock market open on Christmas Eve? New Year’s Eve? Here are the upcoming holiday trading hours.<blockquote>平安夜股市开放吗？除夕？以下是即将到来的假期交易时间。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1134708540","media":"MarketWatch","summary":"It’s holiday time on Wall Street, but investors are still wrestling with the pandemic and the latest","content":"<p>It’s holiday time on Wall Street, but investors are still wrestling with the pandemic and the latest strain of the coronavirus that causes COVID: the omicron variant. However, there is still cause for good cheer and cautious optimism, given recent omicron data out of South Africa, and with many global markets set to close on Friday in observance of Christmas.</p><p><blockquote>现在是华尔街的假期，但投资者仍在努力应对疫情和导致新冠病毒的最新冠状病毒株：奥密克戎变种。然而，鉴于南非最近的奥密克戎数据，以及全球许多市场将于周五因圣诞节而休市，仍有理由感到乐观和谨慎乐观。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab9712bea83e04f520ae432a9196dbb4\" tg-width=\"700\" tg-height=\"428\" referrerpolicy=\"no-referrer\"><span>Vyacheslav Oseledko/AFP/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>维亚切斯拉夫·奥塞莱德科/法新社/盖蒂图片社</span></p></blockquote></p><p> The U.S. Securities Industry and Financial Markets Association recommends a 2 p.m. close for trading in bonds on Thursday, Dec. 23, including the 10-year Treasury note, but there will be no early close for equity markets, per New York Stock Exchange and Nasdaq recommendations.</p><p><blockquote>美国证券业和金融市场协会建议下午2点。根据纽约证券交易所和纳斯达克的建议，包括10年期国债在内的债券交易将于12月23日星期四收盘，但股市不会提前收盘。</blockquote></p><p> In the commodities complex, energy and metals markets will close at their normal times, with trading of metals,&nbsp;including gold futures&nbsp;on Comex, set to end at 1:30 p.m. Eastern, and West Texas Intermediate&nbsp;crude-oil&nbsp;trading&nbsp;on the New York Mercantile Exchange&nbsp;slated to wrap up at 2:30 p.m.</p><p><blockquote>在大宗商品领域，能源和金属市场将在正常时间休市，包括纽约商品交易所黄金期货在内的金属交易将于下午1:30结束。纽约商品交易所的东德克萨斯中质原油和西德克萨斯中质原油交易定于下午2:30结束。</blockquote></p><p> Global financial markets mostly will be closed on Friday, Dec. 31, or Monday, Jan. 3, 2022, in observation of the New Year’s holiday, but U.S. markets won’t.</p><p><blockquote>全球金融市场大多将于2022年12月31日星期五或1月3日星期一休市，以庆祝新年假期，但美国市场不会。</blockquote></p><p> For the first time in a decade, there will be no U.S. stock-market closure in observance of New Year’s Day because of the relatively obscure&nbsp;NYSE Rule 7.2.</p><p><blockquote>由于纽约证券交易所规则7.2相对模糊，美国股市十年来首次不会因元旦休市。</blockquote></p><p> Equity markets are aiming to close out December and 2021 on a high note after volatile trade recently. The Dow Jones Industrial Average&nbsp;was looking at a monthly gain of 3.7%, with a nearly 17% year-to-date advance currently in place; the S&amp;P 500 index&nbsp;was looking at a 2.8% rise in December and an over 25% annual gain, while the Nasdaq Composite Index&nbsp;was on track for a 0.1% decline on the month and a 20% year-to-date rise. That is after withering trade to start this penultimate week of December.</p><p><blockquote>在最近的波动交易之后，股市的目标是在12月和2021年以高位收盘。道琼斯工业平均指数预计月度上涨3.7%，今年迄今已上涨近17%；标普500指数预计12月份上涨2.8%，年增长率超过25%，而纳斯达克综合指数预计当月下跌0.1%，今年迄今上涨20%。那是在12月倒数第二周开始的贸易萎缩之后。</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>Is the stock market open on Christmas Eve? New Year’s Eve? Here are the upcoming holiday trading hours.<blockquote>平安夜股市开放吗？除夕？以下是即将到来的假期交易时间。</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\">\nIs the stock market open on Christmas Eve? New Year’s Eve? Here are the upcoming holiday trading hours.<blockquote>平安夜股市开放吗？除夕？以下是即将到来的假期交易时间。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-12-23 09:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It’s holiday time on Wall Street, but investors are still wrestling with the pandemic and the latest strain of the coronavirus that causes COVID: the omicron variant. However, there is still cause for good cheer and cautious optimism, given recent omicron data out of South Africa, and with many global markets set to close on Friday in observance of Christmas.</p><p><blockquote>现在是华尔街的假期，但投资者仍在努力应对疫情和导致新冠病毒的最新冠状病毒株：奥密克戎变种。然而，鉴于南非最近的奥密克戎数据，以及全球许多市场将于周五因圣诞节而休市，仍有理由感到乐观和谨慎乐观。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab9712bea83e04f520ae432a9196dbb4\" tg-width=\"700\" tg-height=\"428\" referrerpolicy=\"no-referrer\"><span>Vyacheslav Oseledko/AFP/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>维亚切斯拉夫·奥塞莱德科/法新社/盖蒂图片社</span></p></blockquote></p><p> The U.S. Securities Industry and Financial Markets Association recommends a 2 p.m. close for trading in bonds on Thursday, Dec. 23, including the 10-year Treasury note, but there will be no early close for equity markets, per New York Stock Exchange and Nasdaq recommendations.</p><p><blockquote>美国证券业和金融市场协会建议下午2点。根据纽约证券交易所和纳斯达克的建议，包括10年期国债在内的债券交易将于12月23日星期四收盘，但股市不会提前收盘。</blockquote></p><p> In the commodities complex, energy and metals markets will close at their normal times, with trading of metals,&nbsp;including gold futures&nbsp;on Comex, set to end at 1:30 p.m. Eastern, and West Texas Intermediate&nbsp;crude-oil&nbsp;trading&nbsp;on the New York Mercantile Exchange&nbsp;slated to wrap up at 2:30 p.m.</p><p><blockquote>在大宗商品领域，能源和金属市场将在正常时间休市，包括纽约商品交易所黄金期货在内的金属交易将于下午1:30结束。纽约商品交易所的东德克萨斯中质原油和西德克萨斯中质原油交易定于下午2:30结束。</blockquote></p><p> Global financial markets mostly will be closed on Friday, Dec. 31, or Monday, Jan. 3, 2022, in observation of the New Year’s holiday, but U.S. markets won’t.</p><p><blockquote>全球金融市场大多将于2022年12月31日星期五或1月3日星期一休市，以庆祝新年假期，但美国市场不会。</blockquote></p><p> For the first time in a decade, there will be no U.S. stock-market closure in observance of New Year’s Day because of the relatively obscure&nbsp;NYSE Rule 7.2.</p><p><blockquote>由于纽约证券交易所规则7.2相对模糊，美国股市十年来首次不会因元旦休市。</blockquote></p><p> Equity markets are aiming to close out December and 2021 on a high note after volatile trade recently. The Dow Jones Industrial Average&nbsp;was looking at a monthly gain of 3.7%, with a nearly 17% year-to-date advance currently in place; the S&amp;P 500 index&nbsp;was looking at a 2.8% rise in December and an over 25% annual gain, while the Nasdaq Composite Index&nbsp;was on track for a 0.1% decline on the month and a 20% year-to-date rise. That is after withering trade to start this penultimate week of December.</p><p><blockquote>在最近的波动交易之后，股市的目标是在12月和2021年以高位收盘。道琼斯工业平均指数预计月度上涨3.7%，今年迄今已上涨近17%；标普500指数预计12月份上涨2.8%，年增长率超过25%，而纳斯达克综合指数预计当月下跌0.1%，今年迄今上涨20%。那是在12月倒数第二周开始的贸易萎缩之后。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/is-the-stock-market-open-christmas-eve-here-are-holiday-and-new-years-trading-hours-11640201840?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/is-the-stock-market-open-christmas-eve-here-are-holiday-and-new-years-trading-hours-11640201840?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134708540","content_text":"It’s holiday time on Wall Street, but investors are still wrestling with the pandemic and the latest strain of the coronavirus that causes COVID: the omicron variant. However, there is still cause for good cheer and cautious optimism, given recent omicron data out of South Africa, and with many global markets set to close on Friday in observance of Christmas.\nVyacheslav Oseledko/AFP/Getty Images\nThe U.S. Securities Industry and Financial Markets Association recommends a 2 p.m. close for trading in bonds on Thursday, Dec. 23, including the 10-year Treasury note, but there will be no early close for equity markets, per New York Stock Exchange and Nasdaq recommendations.\nIn the commodities complex, energy and metals markets will close at their normal times, with trading of metals, including gold futures on Comex, set to end at 1:30 p.m. Eastern, and West Texas Intermediate crude-oil trading on the New York Mercantile Exchange slated to wrap up at 2:30 p.m.\nGlobal financial markets mostly will be closed on Friday, Dec. 31, or Monday, Jan. 3, 2022, in observation of the New Year’s holiday, but U.S. markets won’t.\nFor the first time in a decade, there will be no U.S. stock-market closure in observance of New Year’s Day because of the relatively obscure NYSE Rule 7.2.\nEquity markets are aiming to close out December and 2021 on a high note after volatile trade recently. The Dow Jones Industrial Average was looking at a monthly gain of 3.7%, with a nearly 17% year-to-date advance currently in place; the S&P 500 index was looking at a 2.8% rise in December and an over 25% annual gain, while the Nasdaq Composite Index was on track for a 0.1% decline on the month and a 20% year-to-date rise. That is after withering trade to start this penultimate week of December.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":918,"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":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574724399840291","idStr":"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，跌幅为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&nbsp;markets&nbsp;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&amp;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，跌幅为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&nbsp;markets&nbsp;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&amp;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":774,"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":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574724399840291","idStr":"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":983,"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":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574724399840291","idStr":"3574724399840291"},"themes":[],"htmlText":"Only 11bln?&nbsp;[LOL]&nbsp;","listText":"Only 11bln?&nbsp;[LOL]&nbsp;","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":949,"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":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574724399840291","idStr":"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":992,"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":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574724399840291","idStr":"3574724399840291"},"themes":[],"htmlText":"Going up at last?&nbsp;","listText":"Going up at last?&nbsp;","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":596,"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":11,"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":160,"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":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","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":584,"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":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"themes":[],"htmlText":"Tech gonna take a few months&nbsp;","listText":"Tech gonna take a few months&nbsp;","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":400,"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":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"themes":[],"htmlText":"Nice one!&nbsp;","listText":"Nice one!&nbsp;","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":351,"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":11,"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":992,"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":11,"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":513,"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":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","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":372,"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":11,"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":343,"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":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"themes":[],"htmlText":"AMC to the mooooon&nbsp;","listText":"AMC to the mooooon&nbsp;","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":"hk","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 &amp; 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&amp;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 &amp; Beyond have something in common with AMC (AMC) and GameStop (GME).</p><p><blockquote>Avis Budget和Bed Bath&amp;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 &amp; Beyond are being held by short sellers, aka shorts.</p><p><blockquote>Avis Budget和Bed Bath&amp;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 &amp; 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&amp;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 &amp; 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&amp;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 &amp; 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&amp;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 &amp; Beyond have something in common with AMC (AMC) and GameStop (GME).</p><p><blockquote>Avis Budget和Bed Bath&amp;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 &amp; Beyond are being held by short sellers, aka shorts.</p><p><blockquote>Avis Budget和Bed Bath&amp;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 &amp; 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&amp;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 &amp; 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&amp;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":{"KR":"克罗格","GME":"游戏驿站","BBBY":"Bed Bath & Beyond, Inc.","AMC":"AMC院线","CAR":"安飞士"},"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":{"GME":0.9,"KR":0.9,"CAR":0.9,"AMC":0.9,"BBBY":0.9}},"isVote":1,"tweetType":1,"viewCount":412,"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":11,"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":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343795711,"gmtCreate":1617754332833,"gmtModify":1634296752792,"author":{"id":"3574724399840291","authorId":"3574724399840291","name":"Jabinlim","avatar":"https://static.tigerbbs.com/16b7f0f6ddc76fb4fc1d066ca1b55493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"themes":[],"htmlText":"Fingers crossed","listText":"Fingers crossed","text":"Fingers crossed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/343795711","repostId":"1101907559","repostType":4,"repost":{"id":"1101907559","kind":"news","pubTimestamp":1617672655,"share":"https://www.laohu8.com/m/news/1101907559?lang=zh_CN&edition=full","pubTime":"2021-04-06 09:30","market":"us","language":"en","title":"Opinion: Financial crises get triggered about every 10 years — Archegos might be right on time<blockquote>观点：金融危机大约每10年就会引发一次——Archegos可能准时出现</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1101907559","media":"marketwatch","summary":"No one, for now, can say for sure that the so-called family office’s billions in investment losses won’t spread.Financial crises are never quite the same. During the late 1980s, nearly a third of the nation’s savings and loan associations failed, ending with a taxpayer bailout — in 2021 terms — of about $265 billion.In 1997-1998, financial crises in Asia and Russia led to the near meltdown of the largest hedge fund in the U.S. —Long-Term Capital Management. Its reach and operating practices were","content":"<p>  <b>No one, for now, can say for sure that the so-called family office’s billions in investment losses won’t spread.</b>  Financial crises are never quite the same. During the late 1980s, nearly a third of the nation’s savings and loan associations failed, ending with a taxpayer bailout — in 2021 terms — of about $265 billion.</p><p><blockquote><b>目前，没有人能肯定地说，所谓的家族办公室数十亿美元的投资损失不会蔓延。</b>金融危机从来都不完全一样。20世纪80年代末，美国近三分之一的储蓄和贷款协会倒闭，最终获得了约2650亿美元的纳税人救助（按2021年计算）。</blockquote></p><p> In 1997-1998, financial crises in Asia and Russia led to the near meltdown of the largest hedge fund in the U.S. —Long-Term Capital Management(LTCM). Its reach and operating practices were such that Federal Reserve Chairman Alan Greenspan said that when LTCM failed, “he had never seen anything in his lifetime that compared to the terror” he felt. LTCM was deemed “too big to fail,” and he engineered a bailout by 14 major U.S. financial institutions.</p><p><blockquote>1997-1998年，亚洲和俄国的金融危机导致美国最大的对冲基金——长期资本管理公司（LTCM）几近崩溃。它的影响力和运营实践如此之大，以至于美联储主席艾伦·格林斯潘说，当LTCM失败时，“他一生中从未见过任何与他所感受到的恐怖相比的事情”。LTCM被认为“太大而不能倒”，他策划了对14家美国主要金融机构的救助。</blockquote></p><p> Exactly a decade later, too much leverage by some of those very institutions, and the bursting of a U.S. real estate bubble, led to the near collapse of the U.S. financial system. Once again, big banks were deemed too big to fail and taxpayers came to the rescue.</p><p><blockquote>整整十年后，其中一些机构的过度杠杆化，以及美国房地产泡沫的破裂，导致美国金融体系几近崩溃。大银行再一次被认为太大而不能倒，纳税人前来救援。</blockquote></p><p> The trend? Every 10 years or so, and they all look different.&nbsp;Are we in the early stages of a new crisis now, with the blowup at the family office Archegos Capital Management LP?</p><p><blockquote>趋势？每隔10年左右，它们看起来都不一样。随着家族办公室Archegos Capital Management LP的爆发，我们现在是否正处于新危机的早期阶段？</blockquote></p><p> A family office, for the uninitiated, is a private wealth management vehicle for the ultra-wealthy. Here’s what I mean by ultra-wealthy: Consulting firm EY estimates there are some 10,000 family offices globally, but manage, says a separate estimate by market research firm Campden Research, nearly $6 trillion. That $6 trillion is likely far higher now given that it’s based on 2019 data.</p><p><blockquote>对于外行人来说，家族办公室是超级富豪的私人财富管理工具。这就是我所说的超级富豪的意思：咨询公司安永估计全球约有10,000个家族理财室，但市场研究公司Campden Research的另一项估计称，管理家族理财室的规模接近6万亿美元。鉴于这6万亿美元是基于2019年的数据，现在可能要高得多。</blockquote></p><p> <b>Unregulated money managers</b></p><p><blockquote><b>不受监管的基金经理</b></blockquote></p><p> Here’s the potential danger. Family offices generally aren’t regulated. The 1940 Investment Advisers Act says firms with 15 clients or fewer don’t have to register with the Securities and Exchange Commission. What this means is that trillions of dollars are in play and no one can really say who’s running the money, what it’s invested in, how much leverage is being used, and what kind of counterparty risk may exist. (Counterparty risk is the probability that one party involved in a financial transaction could default on a contractual obligation to someone else.)</p><p><blockquote>这是潜在的危险。家族理财室通常不受监管。1940年《投资顾问法》规定，拥有15名或更少客户的公司无需向美国证券交易委员会注册。这意味着数万亿美元正在发挥作用，没有人能真正说出谁在管理这笔钱，它投资于什么，使用了多少杠杆，以及可能存在什么样的交易对手风险。（交易对手风险是指参与金融交易的一方可能违反对另一方的合同义务的概率。）</blockquote></p><p> This appears to be the case with Archegos. The firm bet heavily on certain Chinese stocks, including e-commerce player&nbsp;Vipshop Holdings&nbsp;Ltd.VIPS,-1.19%,U.S.-listed Chinese tutoring company&nbsp;GSX Techedu&nbsp;Inc.GSX,-10.63%and U.S. media companiesViacomCBS&nbsp;Inc.VIAC,-3.90%and&nbsp;Discovery&nbsp;Inc.DISCA,-3.86%,among others. Share prices have tumbled lately, sparking large sales — some $30 billion — by Archegos.</p><p><blockquote>Archegos似乎就是这种情况。该公司大举押注某些中国股票，包括电子商务公司唯品会控股有限公司VIPS，-1.19%，在美国上市的中国家教公司跟谁学GSX，-10.63%，以及美国媒体公司维亚康姆哥伦比亚广播公司VIAC，-3.90%和Discovery Inc.DISCA，-3.86%等。最近股价暴跌，引发Archegos的大量抛售（约300亿美元）。</blockquote></p><p> The problem is that only about a third of that, or $10 billion, was its own money. We now know that Archegos worked with some of the biggest names on Wall Street, including&nbsp;Credit Suisse Group AGCS,+1.59%,UBS Group AGUBS,+1.01%,Goldman Sachs Group Inc.GS,-1.25%,&nbsp;Morgan StanleyMS,-0.28%,Deutsche Bank AGDB,+0.74%and Nomura Holdings Inc.&nbsp;NMR,+1.87%.</p><p><blockquote>问题是，其中只有大约三分之一，即100亿美元，是它自己的钱。我们现在知道Archegos与华尔街的一些大牌合作，包括瑞士信贷集团AGCS，+1.59%，瑞银集团AGUBS，+1.01%，高盛集团Inc.GS，-1.25%，摩根士丹利MS，-0.28%，德意志银行AGDB，+0.74%，野村控股公司NMR，+1.87%。</blockquote></p><p> But since family offices are largely allowed to operate unregulated, who’s to say how much money is really involved here and what the extent of market risk is? My colleague Mark DeCambre&nbsp;reported last week that Archegos’ true exposures to bad trades could actuallybe closer to $100 billion.</p><p><blockquote>但由于家族办公室在很大程度上被允许不受监管地运营，谁能说这里真正涉及多少资金以及市场风险有多大？我的同事Mark DeCambre上周报告称，Archegos对不良交易的真实敞口实际上可能接近1000亿美元。</blockquote></p><p> <b>Danger of counterparty risk</b></p><p><blockquote><b>交易对手风险的危险性</b></blockquote></p><p> This is where counterparty risk comes in. As Archegos’ bets went south, the above banks — looking at losses of their own — hit the firm with margin calls. Deutsche quickly dumped about $4 billion in holdings, while Goldman and Morgan Stanley are also said to have unwound their positions, perhaps limiting their downside.</p><p><blockquote>这就是交易对手风险的用武之地。随着Archegos的赌注落空，上述银行考虑到自己的损失，以保证金评级打击了该公司。德意志银行迅速抛售了约40亿美元的持股，而高盛和摩根士丹利据说也已平仓，这或许限制了它们的下跌空间。</blockquote></p><p> So is this a financial crisis? It doesn’t appear to be. Even so, the Securities and Exchange Commission has opened a preliminary investigation into Archegos and its founder, Bill Hwang.</p><p><blockquote>那么这是金融危机吗？似乎不是。即便如此，美国证券交易委员会还是对Archegos及其创始人Bill Hwang展开了初步调查。</blockquote></p><p> One peer, Tom Lee, the research chief of Fundstrat Global Advisors, calls Hwang one of the “top 10 of the best investment minds” he knows.</p><p><blockquote>Fundstrat Global Advisors的研究主管Tom Lee是他认识的“十大最佳投资头脑”之一的评级·黄。</blockquote></p><p> But federal regulators may have a lesser opinion. In 2012, Hwang’s former hedge fund, Tiger Asia Management, pleaded guilty and paid more than $60 million in penalties after it was accused of trading on illegal tips about Chinese banks. The SEC banned Hwang from managing money on behalf of clients — essentially booting him from the hedge fund industry. So Hwang opened Archegos, and again, family offices aren’t generally aren’t regulated.</p><p><blockquote>但联邦监管机构的意见可能较少。2012年，黄禹锡的前对冲基金老虎亚洲管理公司(Tiger Asia Management)认罪并支付了超过6000万美元的罚款，此前该公司被指控利用有关中国银行的非法线索进行交易。美国证券交易委员会禁止黄禹锡代表客户管理资金——实质上是将他踢出对冲基金行业。因此，Hwang开设了Archegos，同样，家族理财室通常不受监管。</blockquote></p><p> <b>Yellen on the case</b></p><p><blockquote><b>耶伦谈此案</b></blockquote></p><p> This issue is on Treasury Secretary Janet Yellen’s radar. She said last week that greater oversight of these private corners of the financial industry is needed. The Financial Stability Oversight Council (FSOC), which she oversees, has revived a task force to help agencies better “share data, identify risks and work to strengthen our financial system.”</p><p><blockquote>这个问题引起了财政部长珍妮特·耶伦的关注。她上周表示，需要加强对金融业这些私人角落的监管。她监管的金融稳定监督委员会（FSOC）重新成立了一个工作组，以帮助各机构更好地“共享数据、识别风险并努力加强我们的金融体系”。</blockquote></p><p></p><p> Most financial crises end up with American taxpayers getting stuck with the tab. Gains belong to the risk-takers. But losses — they belong to us. To paraphrase Abe Lincoln, family offices — a multi-trillion dollar industry largely allowed to operate in the shadows in a global financial system that is more intertwined than ever — are of the super-wealthy, by the super-wealthy and for the super-wealthy. And no one else.</p><p><blockquote>大多数金融危机最终都是美国纳税人陷入困境。收益属于冒险者。但是损失——它们属于我们。套用亚伯·林肯（Abe Lincoln）的话，家族办公室——一个价值数万亿美元的行业，在一个比以往任何时候都更加交织在一起的全球金融体系中，很大程度上被允许在阴影中运作——属于超级富豪，由超级富豪经营，为超级富豪服务。没有其他人。</blockquote></p><p> The Archegos collapse may or may not be the beginning of yet another financial crisis. But who’s to say what thousands of other family offices are doing with their trillions, and whether similar problems could blow up?</p><p><blockquote>Archegos的倒闭可能是也可能不是另一场金融危机的开始。但谁能说其他数千家家族理财室正在用他们的数万亿美元做什么，以及类似的问题是否会爆发？</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Opinion: Financial crises get triggered about every 10 years — Archegos might be right on time<blockquote>观点：金融危机大约每10年就会引发一次——Archegos可能准时出现</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOpinion: Financial crises get triggered about every 10 years — Archegos might be right on time<blockquote>观点：金融危机大约每10年就会引发一次——Archegos可能准时出现</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">marketwatch</strong><span class=\"h-time small\">2021-04-06 09:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>No one, for now, can say for sure that the so-called family office’s billions in investment losses won’t spread.</b>  Financial crises are never quite the same. During the late 1980s, nearly a third of the nation’s savings and loan associations failed, ending with a taxpayer bailout — in 2021 terms — of about $265 billion.</p><p><blockquote><b>目前，没有人能肯定地说，所谓的家族办公室数十亿美元的投资损失不会蔓延。</b>金融危机从来都不完全一样。20世纪80年代末，美国近三分之一的储蓄和贷款协会倒闭，最终获得了约2650亿美元的纳税人救助（按2021年计算）。</blockquote></p><p> In 1997-1998, financial crises in Asia and Russia led to the near meltdown of the largest hedge fund in the U.S. —Long-Term Capital Management(LTCM). Its reach and operating practices were such that Federal Reserve Chairman Alan Greenspan said that when LTCM failed, “he had never seen anything in his lifetime that compared to the terror” he felt. LTCM was deemed “too big to fail,” and he engineered a bailout by 14 major U.S. financial institutions.</p><p><blockquote>1997-1998年，亚洲和俄国的金融危机导致美国最大的对冲基金——长期资本管理公司（LTCM）几近崩溃。它的影响力和运营实践如此之大，以至于美联储主席艾伦·格林斯潘说，当LTCM失败时，“他一生中从未见过任何与他所感受到的恐怖相比的事情”。LTCM被认为“太大而不能倒”，他策划了对14家美国主要金融机构的救助。</blockquote></p><p> Exactly a decade later, too much leverage by some of those very institutions, and the bursting of a U.S. real estate bubble, led to the near collapse of the U.S. financial system. Once again, big banks were deemed too big to fail and taxpayers came to the rescue.</p><p><blockquote>整整十年后，其中一些机构的过度杠杆化，以及美国房地产泡沫的破裂，导致美国金融体系几近崩溃。大银行再一次被认为太大而不能倒，纳税人前来救援。</blockquote></p><p> The trend? Every 10 years or so, and they all look different.&nbsp;Are we in the early stages of a new crisis now, with the blowup at the family office Archegos Capital Management LP?</p><p><blockquote>趋势？每隔10年左右，它们看起来都不一样。随着家族办公室Archegos Capital Management LP的爆发，我们现在是否正处于新危机的早期阶段？</blockquote></p><p> A family office, for the uninitiated, is a private wealth management vehicle for the ultra-wealthy. Here’s what I mean by ultra-wealthy: Consulting firm EY estimates there are some 10,000 family offices globally, but manage, says a separate estimate by market research firm Campden Research, nearly $6 trillion. That $6 trillion is likely far higher now given that it’s based on 2019 data.</p><p><blockquote>对于外行人来说，家族办公室是超级富豪的私人财富管理工具。这就是我所说的超级富豪的意思：咨询公司安永估计全球约有10,000个家族理财室，但市场研究公司Campden Research的另一项估计称，管理家族理财室的规模接近6万亿美元。鉴于这6万亿美元是基于2019年的数据，现在可能要高得多。</blockquote></p><p> <b>Unregulated money managers</b></p><p><blockquote><b>不受监管的基金经理</b></blockquote></p><p> Here’s the potential danger. Family offices generally aren’t regulated. The 1940 Investment Advisers Act says firms with 15 clients or fewer don’t have to register with the Securities and Exchange Commission. What this means is that trillions of dollars are in play and no one can really say who’s running the money, what it’s invested in, how much leverage is being used, and what kind of counterparty risk may exist. (Counterparty risk is the probability that one party involved in a financial transaction could default on a contractual obligation to someone else.)</p><p><blockquote>这是潜在的危险。家族理财室通常不受监管。1940年《投资顾问法》规定，拥有15名或更少客户的公司无需向美国证券交易委员会注册。这意味着数万亿美元正在发挥作用，没有人能真正说出谁在管理这笔钱，它投资于什么，使用了多少杠杆，以及可能存在什么样的交易对手风险。（交易对手风险是指参与金融交易的一方可能违反对另一方的合同义务的概率。）</blockquote></p><p> This appears to be the case with Archegos. The firm bet heavily on certain Chinese stocks, including e-commerce player&nbsp;Vipshop Holdings&nbsp;Ltd.VIPS,-1.19%,U.S.-listed Chinese tutoring company&nbsp;GSX Techedu&nbsp;Inc.GSX,-10.63%and U.S. media companiesViacomCBS&nbsp;Inc.VIAC,-3.90%and&nbsp;Discovery&nbsp;Inc.DISCA,-3.86%,among others. Share prices have tumbled lately, sparking large sales — some $30 billion — by Archegos.</p><p><blockquote>Archegos似乎就是这种情况。该公司大举押注某些中国股票，包括电子商务公司唯品会控股有限公司VIPS，-1.19%，在美国上市的中国家教公司跟谁学GSX，-10.63%，以及美国媒体公司维亚康姆哥伦比亚广播公司VIAC，-3.90%和Discovery Inc.DISCA，-3.86%等。最近股价暴跌，引发Archegos的大量抛售（约300亿美元）。</blockquote></p><p> The problem is that only about a third of that, or $10 billion, was its own money. We now know that Archegos worked with some of the biggest names on Wall Street, including&nbsp;Credit Suisse Group AGCS,+1.59%,UBS Group AGUBS,+1.01%,Goldman Sachs Group Inc.GS,-1.25%,&nbsp;Morgan StanleyMS,-0.28%,Deutsche Bank AGDB,+0.74%and Nomura Holdings Inc.&nbsp;NMR,+1.87%.</p><p><blockquote>问题是，其中只有大约三分之一，即100亿美元，是它自己的钱。我们现在知道Archegos与华尔街的一些大牌合作，包括瑞士信贷集团AGCS，+1.59%，瑞银集团AGUBS，+1.01%，高盛集团Inc.GS，-1.25%，摩根士丹利MS，-0.28%，德意志银行AGDB，+0.74%，野村控股公司NMR，+1.87%。</blockquote></p><p> But since family offices are largely allowed to operate unregulated, who’s to say how much money is really involved here and what the extent of market risk is? My colleague Mark DeCambre&nbsp;reported last week that Archegos’ true exposures to bad trades could actuallybe closer to $100 billion.</p><p><blockquote>但由于家族办公室在很大程度上被允许不受监管地运营，谁能说这里真正涉及多少资金以及市场风险有多大？我的同事Mark DeCambre上周报告称，Archegos对不良交易的真实敞口实际上可能接近1000亿美元。</blockquote></p><p> <b>Danger of counterparty risk</b></p><p><blockquote><b>交易对手风险的危险性</b></blockquote></p><p> This is where counterparty risk comes in. As Archegos’ bets went south, the above banks — looking at losses of their own — hit the firm with margin calls. Deutsche quickly dumped about $4 billion in holdings, while Goldman and Morgan Stanley are also said to have unwound their positions, perhaps limiting their downside.</p><p><blockquote>这就是交易对手风险的用武之地。随着Archegos的赌注落空，上述银行考虑到自己的损失，以保证金评级打击了该公司。德意志银行迅速抛售了约40亿美元的持股，而高盛和摩根士丹利据说也已平仓，这或许限制了它们的下跌空间。</blockquote></p><p> So is this a financial crisis? It doesn’t appear to be. Even so, the Securities and Exchange Commission has opened a preliminary investigation into Archegos and its founder, Bill Hwang.</p><p><blockquote>那么这是金融危机吗？似乎不是。即便如此，美国证券交易委员会还是对Archegos及其创始人Bill Hwang展开了初步调查。</blockquote></p><p> One peer, Tom Lee, the research chief of Fundstrat Global Advisors, calls Hwang one of the “top 10 of the best investment minds” he knows.</p><p><blockquote>Fundstrat Global Advisors的研究主管Tom Lee是他认识的“十大最佳投资头脑”之一的评级·黄。</blockquote></p><p> But federal regulators may have a lesser opinion. In 2012, Hwang’s former hedge fund, Tiger Asia Management, pleaded guilty and paid more than $60 million in penalties after it was accused of trading on illegal tips about Chinese banks. The SEC banned Hwang from managing money on behalf of clients — essentially booting him from the hedge fund industry. So Hwang opened Archegos, and again, family offices aren’t generally aren’t regulated.</p><p><blockquote>但联邦监管机构的意见可能较少。2012年，黄禹锡的前对冲基金老虎亚洲管理公司(Tiger Asia Management)认罪并支付了超过6000万美元的罚款，此前该公司被指控利用有关中国银行的非法线索进行交易。美国证券交易委员会禁止黄禹锡代表客户管理资金——实质上是将他踢出对冲基金行业。因此，Hwang开设了Archegos，同样，家族理财室通常不受监管。</blockquote></p><p> <b>Yellen on the case</b></p><p><blockquote><b>耶伦谈此案</b></blockquote></p><p> This issue is on Treasury Secretary Janet Yellen’s radar. She said last week that greater oversight of these private corners of the financial industry is needed. The Financial Stability Oversight Council (FSOC), which she oversees, has revived a task force to help agencies better “share data, identify risks and work to strengthen our financial system.”</p><p><blockquote>这个问题引起了财政部长珍妮特·耶伦的关注。她上周表示，需要加强对金融业这些私人角落的监管。她监管的金融稳定监督委员会（FSOC）重新成立了一个工作组，以帮助各机构更好地“共享数据、识别风险并努力加强我们的金融体系”。</blockquote></p><p></p><p> Most financial crises end up with American taxpayers getting stuck with the tab. Gains belong to the risk-takers. But losses — they belong to us. To paraphrase Abe Lincoln, family offices — a multi-trillion dollar industry largely allowed to operate in the shadows in a global financial system that is more intertwined than ever — are of the super-wealthy, by the super-wealthy and for the super-wealthy. And no one else.</p><p><blockquote>大多数金融危机最终都是美国纳税人陷入困境。收益属于冒险者。但是损失——它们属于我们。套用亚伯·林肯（Abe Lincoln）的话，家族办公室——一个价值数万亿美元的行业，在一个比以往任何时候都更加交织在一起的全球金融体系中，很大程度上被允许在阴影中运作——属于超级富豪，由超级富豪经营，为超级富豪服务。没有其他人。</blockquote></p><p> The Archegos collapse may or may not be the beginning of yet another financial crisis. But who’s to say what thousands of other family offices are doing with their trillions, and whether similar problems could blow up?</p><p><blockquote>Archegos的倒闭可能是也可能不是另一场金融危机的开始。但谁能说其他数千家家族理财室正在用他们的数万亿美元做什么，以及类似的问题是否会爆发？</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/financial-crises-happen-about-every-10-years-which-makes-the-archegos-meltdown-unnerving-11617634942?mod=home-page\">marketwatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.marketwatch.com/story/financial-crises-happen-about-every-10-years-which-makes-the-archegos-meltdown-unnerving-11617634942?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101907559","content_text":"No one, for now, can say for sure that the so-called family office’s billions in investment losses won’t spread.\n\nFinancial crises are never quite the same. During the late 1980s, nearly a third of the nation’s savings and loan associations failed, ending with a taxpayer bailout — in 2021 terms — of about $265 billion.\nIn 1997-1998, financial crises in Asia and Russia led to the near meltdown of the largest hedge fund in the U.S. —Long-Term Capital Management(LTCM). Its reach and operating practices were such that Federal Reserve Chairman Alan Greenspan said that when LTCM failed, “he had never seen anything in his lifetime that compared to the terror” he felt. LTCM was deemed “too big to fail,” and he engineered a bailout by 14 major U.S. financial institutions.\nExactly a decade later, too much leverage by some of those very institutions, and the bursting of a U.S. real estate bubble, led to the near collapse of the U.S. financial system. Once again, big banks were deemed too big to fail and taxpayers came to the rescue.\nThe trend? Every 10 years or so, and they all look different. Are we in the early stages of a new crisis now, with the blowup at the family office Archegos Capital Management LP?\nA family office, for the uninitiated, is a private wealth management vehicle for the ultra-wealthy. Here’s what I mean by ultra-wealthy: Consulting firm EY estimates there are some 10,000 family offices globally, but manage, says a separate estimate by market research firm Campden Research, nearly $6 trillion. That $6 trillion is likely far higher now given that it’s based on 2019 data.\nUnregulated money managers\nHere’s the potential danger. Family offices generally aren’t regulated. The 1940 Investment Advisers Act says firms with 15 clients or fewer don’t have to register with the Securities and Exchange Commission. What this means is that trillions of dollars are in play and no one can really say who’s running the money, what it’s invested in, how much leverage is being used, and what kind of counterparty risk may exist. (Counterparty risk is the probability that one party involved in a financial transaction could default on a contractual obligation to someone else.)\nThis appears to be the case with Archegos. The firm bet heavily on certain Chinese stocks, including e-commerce player Vipshop Holdings Ltd.VIPS,-1.19%,U.S.-listed Chinese tutoring company GSX Techedu Inc.GSX,-10.63%and U.S. media companiesViacomCBS Inc.VIAC,-3.90%and Discovery Inc.DISCA,-3.86%,among others. Share prices have tumbled lately, sparking large sales — some $30 billion — by Archegos.\nThe problem is that only about a third of that, or $10 billion, was its own money. We now know that Archegos worked with some of the biggest names on Wall Street, including Credit Suisse Group AGCS,+1.59%,UBS Group AGUBS,+1.01%,Goldman Sachs Group Inc.GS,-1.25%, Morgan StanleyMS,-0.28%,Deutsche Bank AGDB,+0.74%and Nomura Holdings Inc. NMR,+1.87%.\nBut since family offices are largely allowed to operate unregulated, who’s to say how much money is really involved here and what the extent of market risk is? My colleague Mark DeCambre reported last week that Archegos’ true exposures to bad trades could actuallybe closer to $100 billion.\nDanger of counterparty risk\nThis is where counterparty risk comes in. As Archegos’ bets went south, the above banks — looking at losses of their own — hit the firm with margin calls. Deutsche quickly dumped about $4 billion in holdings, while Goldman and Morgan Stanley are also said to have unwound their positions, perhaps limiting their downside.\nSo is this a financial crisis? It doesn’t appear to be. Even so, the Securities and Exchange Commission has opened a preliminary investigation into Archegos and its founder, Bill Hwang.\nOne peer, Tom Lee, the research chief of Fundstrat Global Advisors, calls Hwang one of the “top 10 of the best investment minds” he knows.\nBut federal regulators may have a lesser opinion. In 2012, Hwang’s former hedge fund, Tiger Asia Management, pleaded guilty and paid more than $60 million in penalties after it was accused of trading on illegal tips about Chinese banks. The SEC banned Hwang from managing money on behalf of clients — essentially booting him from the hedge fund industry. So Hwang opened Archegos, and again, family offices aren’t generally aren’t regulated.\nYellen on the case\nThis issue is on Treasury Secretary Janet Yellen’s radar. She said last week that greater oversight of these private corners of the financial industry is needed. The Financial Stability Oversight Council (FSOC), which she oversees, has revived a task force to help agencies better “share data, identify risks and work to strengthen our financial system.”\nMost financial crises end up with American taxpayers getting stuck with the tab. Gains belong to the risk-takers. But losses — they belong to us. To paraphrase Abe Lincoln, family offices — a multi-trillion dollar industry largely allowed to operate in the shadows in a global financial system that is more intertwined than ever — are of the super-wealthy, by the super-wealthy and for the super-wealthy. And no one else.\nThe Archegos collapse may or may not be the beginning of yet another financial crisis. But who’s to say what thousands of other family offices are doing with their trillions, and whether similar problems could blow up?","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353989216,"gmtCreate":1616455089435,"gmtModify":1634525785591,"author":{"id":"3574724399840291","authorId":"3574724399840291","name":"Jabinlim","avatar":"https://static.tigerbbs.com/16b7f0f6ddc76fb4fc1d066ca1b55493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"themes":[],"htmlText":"AAPL up!&nbsp;","listText":"AAPL up!&nbsp;","text":"AAPL up!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/353989216","repostId":"2121722120","repostType":4,"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":630679349,"gmtCreate":1642850446820,"gmtModify":1642850447127,"author":{"id":"3574724399840291","authorId":"3574724399840291","name":"Jabinlim","avatar":"https://static.tigerbbs.com/16b7f0f6ddc76fb4fc1d066ca1b55493","crmLevel":11,"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":2667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604835304,"gmtCreate":1639367445419,"gmtModify":1639367521502,"author":{"id":"3574724399840291","authorId":"3574724399840291","name":"Jabinlim","avatar":"https://static.tigerbbs.com/16b7f0f6ddc76fb4fc1d066ca1b55493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"themes":[],"htmlText":"Still gonna trade at $20 plus lol","listText":"Still gonna trade at $20 plus lol","text":"Still gonna trade at $20 plus lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/604835304","repostId":"1163753909","repostType":4,"repost":{"id":"1163753909","kind":"news","pubTimestamp":1639365199,"share":"https://www.laohu8.com/m/news/1163753909?lang=zh_CN&edition=full","pubTime":"2021-12-13 11:13","market":"us","language":"en","title":"Palantir Has Now Entered A New Dimension<blockquote>Palantir现已进入新维度</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163753909","media":"Seeking Alpha","summary":"Summary\n\nPalantir recently launched Foundry for Crypto to empower the future of finance.\nPalantir no","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir recently launched Foundry for Crypto to empower the future of finance.</li>  <li>Palantir now has the opportunity to leverage its platform's connective tissue to track the flow of funds within decentralized finance applications.</li>  <li>Palantir's worked with the IRS since 2013 and prior to the release of Foundry, Gotham was deployed for large financial institutions.</li>  <li>In today's article, I will highlight Palantir's roots that lead back to PayPal as well as Palantir's opportunity within fintech.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b19fbe474b2b948c1dd476507722b776\" tg-width=\"1536\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>Olemedia/E+ via Getty Images</span></p><p><blockquote><ul><li>Palantir最近推出了Foundry for Crypto，为金融的未来赋能。</li><li>Palantir现在有机会利用其平台的结缔组织来跟踪去中心化金融应用程序中的资金流。</li><li>Palantir自2013年以来一直与IRS合作，在Foundry发布之前，Gotham是为大型金融机构部署的。</li><li>在今天的文章中，我将重点介绍Palantir可以追溯到PayPal的根源以及Palantir在金融科技领域的机遇。</li></ul><p class=\"t-img-caption\"><span>Olemedia/E+来自盖蒂图片社</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> When it comes to Palantir (PLTR), most investors are excited by its government business as well as its opportunity in the commercial sector with Foundry for Builders. Today, ~60% of Palantir's business stems from the government, while the other portion comes from the commercial sector. Palantir's platform is known for its artificial intelligence (AI) and deep data insights that provide its customers with critical information to help maximize their profits. Palantir's solutions are built around \"mission-driven engineering\" to integrate information from siloed and unstructured data sets. In this article, we'll explore Palantir's roots that go back to the payments industry and PayPal.</p><p><blockquote>谈到Palantir(PLTR)，大多数投资者都对其政府业务以及其在商业领域为建筑商铸造的机会感到兴奋。如今，Palantir约60%的业务来自政府，而另一部分来自商业部门。Palantir的平台以其人工智能(AI)和深度数据洞察而闻名，可为客户提供关键信息，帮助他们实现利润最大化。Palantir的解决方案围绕“任务驱动工程”构建，以集成来自孤立和非结构化数据集的信息。在本文中，我们将探讨Palantir的根源，这些根源可以追溯到支付行业和PayPal。</blockquote></p><p> PayPal and Palantir co-founder Peter Thiel approached fellow Palantir co-founder, Stephen Cohen, in 2004 and told him about his idea for Palantir, here's what he envisioned.</p><p><blockquote>PayPal和Palantir联合创始人Peter Thiel于2004年联系了Palantir联合创始人Stephen Cohen，并告诉他他对Palantir的想法，以下是他的设想。</blockquote></p><p>   Let's take some of the ideas from the PayPal Anti-Fraud platform and let's try to generalize them to solve the country's counterterrorism problem. And we'll start by selling it directly to the U.S. Government.    And while we're at it, let's solve the generalized enterprise information management platforms that are out there. Let's help big enterprises use a Silicon Valley approach to understanding their data.\"-Stephen Cohen, 2013  Five years ago, a quarter of Palantir's business stemmed from the financial sector - while Palantir's connection to the fintech may not be clear on the surface, the company has a significant opportunity to deploy its AI, specifically Foundry, for fintech applications whether that's current banks or fintech companies such as Elementus, a blockchain analytics platform. Palantir currently serves the IRS and the current banking infrastructure as well as future innovative payment technologies such as cryptocurrencies and smart contracts.</p><p><blockquote>让我们从PayPal反欺诈平台中获取一些想法，并尝试将它们概括为解决该国的反恐问题。我们将从直接卖给美国政府开始。同时，让我们来解决现有的通用企业信息管理平台。让我们帮助大企业使用硅谷的方法来理解他们的数据。”—Stephen Cohen，2013五年前，Palantir四分之一的业务来自金融领域—虽然Palantir与金融科技的联系表面上可能并不清楚，但该公司有很大的机会为金融科技应用程序部署其人工智能，特别是Foundry，无论是当前的银行还是区块链分析平台Elementus等金融科技公司。Palantir目前为美国国税局和当前的银行基础设施以及未来的创新支付技术（如加密货币和智能合约）提供服务。</blockquote></p><p> <b>Deep Roots In Payments</b></p><p><blockquote><b>深厚的支付根基</b></blockquote></p><p> Much of the Palantir \"DNA\" and culture is replicated from PayPal. Palantir's core technology was also inspired by PayPal, specifically PayPal's Anti-Fraud platform. Peter Thiel co-founded PayPal with Max Levchin and would later go on to co-find Palantir along with Nathan Gettings, Palantir's first chief technology officer, who was an engineer at PayPal where he worked closely with Levchin fighting payment fraud. This PayPal Anti-Fraud framework would go on to provide the fundamental building blocks for Palantir's first initiative to fight counterterrorism.</p><p><blockquote>Palantir的大部分“DNA”和文化都是从PayPal复制的。Palantir的核心技术也受到了PayPal的启发，特别是PayPal的反欺诈平台。Peter Thiel与Max Levchin共同创立了PayPal，后来与Palantir首任首席技术官Nathan Gettings共同创立了Palantir，后者是PayPal的一名工程师，在那里他与Levchin密切合作打击支付欺诈。这个PayPal反欺诈框架将继续为Palantir的第一个反恐举措提供基本构建模块。</blockquote></p><p> Palantir deploys technology within the government that is similar to what it deploys for large financial institutions. The challenges that financial institutions must overcome are similar to those faced in the government context because there are many data sources and many systems that feed input into the financial service sector as well as the government sector. Palantir uses deep data analytics to identify patterns and trends within this information to help its customers manage risk and execute their plans to better navigate complex environments that are constantly changing.</p><p><blockquote>Palantir在政府内部部署类似于为大型金融机构部署的技术。金融机构必须克服的挑战与政府面临的挑战相似，因为有许多数据源和许多系统向金融服务部门和政府部门提供输入。Palantir使用深度数据分析来识别这些信息中的模式和趋势，以帮助客户管理风险并执行计划，从而更好地应对不断变化的复杂环境。</blockquote></p><p> In 2016, about 25% of Palantir's business came from the financial sector as Palantir deployed its Gotham Platform to investigate fraud for large institutions, as reported in its S1. Palantir works with a lot of banks and replaced legacy technology that's been around for over 30 years. For example, Credit Suisse has used Palantir since 2013 to analyze risks and detect fraud using data from more than a&nbsp;hundred&nbsp;systems across their operations.</p><p><blockquote>据其S1报道，2016年，Palantir约25%的业务来自金融领域，因为Palantir部署了Gotham平台来调查大型机构的欺诈行为。Palantir与许多银行合作，取代了已有30多年历史的遗留技术。例如，瑞士信贷自2013年以来一直使用Palantir，利用其运营中一百多个系统的数据来分析风险和检测欺诈行为。</blockquote></p><p> Palantir seeks to become the central operating system for&nbsp;entire industries&nbsp;rather than just a singular customer and Palantir sees an opportunity to create similar industry-wide partnerships within the financial services industry as it has within the U.S. government and aviation industry. Palantir's consistently winning government contracts while Palantir partnered with Airbus(OTCPK:EADSF)&nbsp;to launch&nbsp;SkyWise&nbsp;in 2017 and now works with over 100 airlines.</p><p><blockquote>Palantir寻求成为整个行业的中央操作系统，而不仅仅是单一客户，Palantir看到了在金融服务行业建立类似于美国政府和航空业的全行业合作伙伴关系的机会。Palantir不断赢得政府合同，而Palantir于2017年与空中客车公司(OTCPK：EADSF)合作推出SkyWise，目前与100多家航空公司合作。</blockquote></p><p> Significant Opportunity At Hand</p><p><blockquote>手头的重大机遇</blockquote></p><p></p><p> On November 23, Palantir launched Foundry for Crypto, which will leverage Foundry's defined data integration to automatically build data pipelines and convert unorganized data into a transparent hub.</p><p><blockquote>11月23日，Palantir推出了Foundry for Crypto，它将利用Foundry定义的数据集成来自动构建数据管道，并将无组织的数据转换为透明的中枢。</blockquote></p><p> Foundry for Crypto will enable Web3 startups to leverage the technology that financial institutions use to fight crime. With the current digital transformation underway and the rise of cryptocurrencies and blockchain technologies, Palantir leverages its data expertise to power the next generation of finance software.</p><p><blockquote>Foundry for Crypto将使Web3初创公司能够利用金融机构用来打击犯罪的技术。随着当前数字化转型的进行以及加密货币和区块链技术的兴起，Palantir利用其数据专业知识为下一代财务软件提供支持。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f2a3fb5ad32eff1f464c225cc4b1f1c\" tg-width=\"1280\" tg-height=\"621\" width=\"100%\" height=\"auto\"><span>Source: Offerings | Crypto</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：产品|Crypto</span></p></blockquote></p><p> As indicated above, Palantir is chain-agnostic, meaning that Palantir works with multiple blockchains. Palantir integrates transaction data as well as smart contract data which will enable Palantir to leverage the core competencies of its AI and data analysis to provide its KYC (Know-Your-Customer) insights. For example, if somebody were to make a transaction using cryptocurrency from a non-custodial wallet, then it'd typically be a challenge to decipher KYC information from that wallet since the blockchain itself is encrypted and decentralized. Palantir traces the assets in a non-custodial wallet and tracks where the assets were transferred from. This allows Palantir to locate the exchange the asset was originally transferred from and then Palantir can track customer data from the crypto exchange where the asset was purchased, like Coinbase.</p><p><blockquote>如上所述，Palantir是链不可知的，这意味着Palantir可以与多个区块链一起工作。Palantir集成了交易数据和智能合约数据，这将使Palantir能够利用其人工智能和数据分析的核心能力来提供KYC（了解您的客户）见解。例如，如果有人要使用非托管钱包中的加密货币进行交易，那么从该钱包中破译KYC信息通常是一个挑战，因为区块链本身是加密和去中心化的。Palantir跟踪非托管钱包中的资产，并跟踪资产的转移地点。这使得Palantir能够找到资产最初转移的交易所，然后Palantir可以跟踪购买资产的加密货币交易所的客户数据，例如Coinbase。</blockquote></p><p> The example above highlights how Palantir digs deep and scrapes the data from the blockchain to learn about a specific individual. This goes a long way in validating secure transactions as Palantir identifies malicious transactions on the blockchain, based on the transaction's location and specific properties. Companies that want to accept cryptocurrencies need secure solutions while they also want to gather insights around their customers to propel their businesses. BNPL companies, like Affirm, which was started by Max Levchin and Nathan Gettings, use advanced risk modeling (also referred to as AI) to offer consumers more fair credit assessments because BNPL companies have access to essential data from both the merchant and the consumer. Palantir could leverage its AI and data insights to help its customers better understand their clientele to offer targeted marketing campaigns or help them identify opportunities that will decrease expenses.</p><p><blockquote>上面的例子强调了Palantir如何深入挖掘并从区块链中抓取数据来了解特定个人。这对于验证安全交易大有帮助，因为Palantir会根据交易的位置和特定属性识别区块链上的恶意交易。希望接受加密货币的公司需要安全的解决方案，同时他们也希望收集客户周围的见解来推动他们的业务。BNPL公司，例如由Max Levchin和Nathan Gettings创立的Affirm，使用高级风险建模（也称为人工智能）为消费者提供更公平的信用评估，因为BNPL公司可以访问来自商家和消费者的重要数据。Palantir可以利用其人工智能和数据洞察来帮助客户更好地了解他们的客户，从而提供有针对性的营销活动或帮助他们发现减少开支的机会。</blockquote></p><p> Foundry for Crypto is still in its early adoption stage as it was recently rolled out and Palantir has multiple opportunities to implement this platform in a variety of industries as payment technology continues to evolve and will reshape the current payments landscape.</p><p><blockquote>Foundry for Crypto仍处于早期采用阶段，因为它是最近推出的，随着支付技术的不断发展，Palantir有多种机会在各个行业实施该平台，并将重塑当前的支付格局。</blockquote></p><p> Smart contracts are another significant opportunity for Palantir. Smart contracts are a set of protocols that are validated and carried out on the flow of data, meaning that once the contract is fulfilled, the data will indicate the contract is satisfied and ensure that the liable party transfers the agreed-upon funds. Palantir has a great opportunity to play a role in the facilitation of data within smart contracts while removing the costs of working with third networks and banks.</p><p><blockquote>智能合约是Palantir的另一个重要机会。智能合约是一组在数据流上验证和执行的协议，这意味着一旦合同履行，数据将表明合同得到满足，并确保责任方转移约定的资金。Palantir有很好的机会在促进智能合同中的数据方面发挥作用，同时消除与第三方网络和银行合作的成本。</blockquote></p><p> One of Palantir's SPAC investments, BlackSky, deploys Foundry and processes real-time satellite imagery to monitor events taking place on Earth. For example, BlackSky can detect if the shipment has been delivered since BlackSky's satellites take images multiple times throughout the day. BlackSky monitors data and information that can only be processed through imagery and is the custodian of monitoring these actions and generating these actions into data points, so that they can inform smart contracts as to whether or not the contract was satisfied. This is a great example of how Palantir's customers may leverage Foundry to process information relating to digital assets and new digital protocols.</p><p><blockquote>Palantir的SPAC投资之一BlackSky部署Foundry并处理实时卫星图像以监控地球上发生的事件。例如，BlackSky可以检测货物是否已交付，因为BlackSky的卫星全天多次拍摄图像。BlackSky监控只能通过图像处理的数据和信息，并且是监控这些操作并将这些操作生成数据点的保管人，以便他们可以通知智能合约合同是否得到满足。这是Palantir的客户如何利用Foundry来处理与数字资产和新数字协议相关的信息的一个很好的例子。</blockquote></p><p> <b>The Government's Implemented Palantir's \"FinTech\" Solution Since 2013</b></p><p><blockquote><b>政府自2013年起实施Palantir的“金融科技”解决方案</b></blockquote></p><p> The IRS started working with Palantir in 2013 and Palantir continues to land and expand its partnership with the IRS as it's been awarded nearly $20 million from them over the last 12 months.</p><p><blockquote>IRS于2013年开始与Palantir合作，Palantir继续建立并扩大与IRS的合作伙伴关系，在过去12个月中已获得IRS近2000万美元的资助。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e748221a3ed9fc319e2be6ebf40a8e95\" tg-width=\"956\" tg-height=\"524\" width=\"100%\" height=\"auto\"><span>Source: USAspending.gov</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：USAspending.gov</span></p></blockquote></p><p> In May, the IRS launched \"Operation Hidden Gem\", which is an initiative to focus on taxpayers who don't report cryptocurrencies gains. Carolyn Schenck, National Fraud Counsel for the IRS, recently had the&nbsp;following&nbsp;in regards to cryptocurrencies.</p><p><blockquote>今年5月，美国国税局发起了“隐藏宝石行动”，这是一项针对不报告加密货币收益的纳税人的举措。美国国税局（IRS）的国家欺诈顾问卡罗琳·申克（Carolyn Schenck）最近就加密货币发表了以下言论。</blockquote></p><p></p><p>   These transactions are not anonymous, we see you.\"  Another issue around crypto fraud, which Palantir's AML is designed to detect, is similar to PayPal's Anti-Fraud platform. The IRS recently revealed in its annual report that it seized&nbsp;$3.5 billion&nbsp;so far this year from cryptocurrency-related fraud. Palantir enables the IRS with the solutions that decipher criminal financial schemes and analyzes a variety of data sources in real-time. In the past, Palantir allowed the IRS to track the flow of funds or the flow of assets. For example, if someone were to transfer assets to a bank in the Cayman Islands and then withdraw the cash in the U.S. and use it for a&nbsp;down payment&nbsp;on something like an additional property, Palantir's deep data analysis will connect this information that's siloed, and present it to the IRS so that they can handle the specific situations accordingly.</p><p><blockquote>这些交易不是匿名的，我们看到你了。”Palantir的AML旨在检测另一个围绕加密货币欺诈的问题，该问题与PayPal的反欺诈平台类似。美国国税局最近在其年度报告中透露，今年迄今为止，它从加密货币相关欺诈中查获了35亿美元。Palantir为IRS提供了破译犯罪金融计划并实时分析各种数据源的解决方案。过去，Palantir允许国税局跟踪资金流动或资产流动。例如，如果有人将资产转移到开曼群岛的一家银行，然后在美国提取现金并将其用于购买额外房产等的首付，Palantir的深度数据分析将连接这些孤立的信息，并将其呈现给国税局，以便他们可以相应地处理具体情况。</blockquote></p><p> Based on Palantir's recent launch of Foundry for Crypto, Palantir could already be using its platform to provide real value for the U.S. government. As more information moves online and it becomes more complex to track complex digital assets, Palantir's technology remains one step ahead of trends when it comes to AI. Palantir continuously creates out-of-the-box solutions for the government, it then filters for commercial use cases.</p><p><blockquote>根据Palantir最近推出的Foundry for Crypto，Palantir可能已经在利用其平台为美国政府提供真正的价值。随着越来越多的信息转移到网上，跟踪复杂的数字资产变得更加复杂，Palantir的技术在人工智能方面仍然领先趋势一步。Palantir不断为政府创建开箱即用的解决方案，然后过滤商业用例。</blockquote></p><p> Now, let's use the L.A. Valuation Stevens Model to provide an updated fair value, then discuss risks associated with Palantir's entrance into crypto.</p><p><blockquote>现在，让我们使用洛杉矶估值史蒂文斯模型来提供更新的公允价值，然后讨论与Palantir进入加密货币领域相关的风险。</blockquote></p><p> <b>Valuation</b></p><p><blockquote><b>估值</b></blockquote></p><p> Palantir continues to land new commercial clients and demonstrate the value of its platform through strong quarterly results. In Q3, Palantir grew its commercial customer count by 46% quarter-over-quarter to over 200 customers. Below are some of Palantir's notable financial metrics.</p><p><blockquote>Palantir继续获得新的商业客户，并通过强劲的季度业绩展示其平台的价值。第三季度，Palantir的商业客户数量环比增长46%，达到200多家。以下是Palantir的一些值得注意的财务指标。</blockquote></p><p> <ul>  <li>$1.43B in TTM revenue</p><p><blockquote><ul><li>TTM收入$1.43 B</li></ul></blockquote></p><p></li>  <li>77% gross profit margins</p><p><blockquote><li>77%毛利率</li></blockquote></p><p></li>  <li>$120 billion TAM</p><p><blockquote><li>1200亿美元TAM</li></blockquote></p><p></li> </ul> <b>Palantir's Fair Value And Expected Return</b></p><p><blockquote><b>Palantir的公允价值和预期回报</b></blockquote></p><p> To determine Palantir's fair value, we will employ our proprietary valuation model. Here's what it entails:</p><p><blockquote>为了确定Palantir的公允价值，我们将采用我们专有的估值模型。它的含义如下：</blockquote></p><p> <ul>  <li>In step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.</p><p><blockquote><ul><li>在第一步中，我们使用传统的DCF模型，自由现金流按我们（股东）的资本成本贴现。</li></ul></blockquote></p><p></li>  <li>In step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).</p><p><blockquote><li>在步骤2中，模型考虑了已发行股票变化（回购/稀释）的影响。</li></blockquote></p><p></li>  <li>In step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.</p><p><blockquote><li>在第三步中，我们将十年结束时未来增长前景的估值正常化。然后，我们使用今天的股价和10年末的预计股价得出CAGR。如果这比市场高出足够的幅度，我们就投资。如果没有，我们等待一个更好的切入点。</li></blockquote></p><p></li> </ul> Assumptions:</p><p><blockquote>假设：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5f1499608f487046f492724343ce6250\" tg-width=\"934\" tg-height=\"572\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Results:</p><p><blockquote>结果：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cad4b65a88b3612deb98a837e64a5193\" tg-width=\"738\" tg-height=\"912\" width=\"100%\" height=\"auto\"><span>Source: L.A. Stevens Valuation Model</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：L.A.史蒂文斯估值模型</span></p></blockquote></p><p> Based on conservative estimates, Palantir is worth ~$31 today when accounting for future dilution, hence Palantir is significantly undervalued.</p><p><blockquote>根据保守估计，考虑到未来的稀释，Palantir目前的价值约为31美元，因此Palantir被严重低估。</blockquote></p><p> In order for us to determine if Palantir is worth an investment today, we'll project the expected return for Palantir over the next 10 years at today's price. To calculate the total expected return for the next decade, we grow the above free cash flow per share at our conservative growth rate, then assign a conservative Price-to-FCF multiple (35x) to it for year ten. Thereby, we create a conservative intrinsic value projection (2031 price target), by which we determine the 10-yr expected CAGR returns. If these returns beat our hurdle rate of 15%, we buy, else we wait for a better buying opportunity.</p><p><blockquote>为了让我们确定Palantir今天是否值得投资，我们将以今天的价格预测Palantir未来10年的预期回报。为了计算未来十年的总预期回报，我们以保守的增长率增长上述每股自由现金流，然后在第十年为其分配保守的价格与自由现金流倍数（35倍）。因此，我们创建了一个保守的内在价值预测（2031年价格目标），通过该预测我们确定了10年的预期CAGR回报。如果这些回报率超过我们15%的门槛率，我们就买入，否则我们等待更好的买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc7e1db2ce3e749cd8088652a7029424\" tg-width=\"736\" tg-height=\"534\" width=\"100%\" height=\"auto\"><span>Source: L.A. Stevens Valuation Model</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：L.A.史蒂文斯估值模型</span></p></blockquote></p><p> Palantir is expected to generate ~20% annualized returns over the next 10 years, therefore, now is an ideal time to add to a position or start one. Palantir's expected to beat our 15% hurdle rate by a wide margin, hence I rate Palantir a strong buy around $20.</p><p><blockquote>Palantir预计在未来10年内产生约20%的年化回报率，因此，现在是增加头寸或开始建仓的理想时机。Palantir预计将大幅超过我们15%的门槛利率，因此我将Palantir评级为20美元左右的强力买入。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> <ul>  <li><i>There are unforeseen risks given that cryptocurrency is a relatively new technology and there is uncertainty around future regulation.</i></p><p><blockquote><ul><li><i>鉴于加密货币是一项相对较新的技术，并且未来监管存在不确定性，因此存在不可预见的风险。</i></li></ul></blockquote></p><p></p><p></li> </ul> Palantir faces competition from both large incumbent tech companies such as Amazon(NASDAQ:AMZN)&nbsp;as well as startups such as Chainalysis. Palantir needs to offer solutions that generate alpha in digital environments that leverage future technological innovations. Chainalysis is a fintech startup that offers KYC and AML automated transaction monitoring on multiple blockchains, similar to Foundry for Crypto. Chainalysis raised $100 million this summer at a $4.2&nbsp;billion valuation and operates in over 60 countries. On the other side of the spectrum are the large tech giants such as Amazon, which started offering the Amazon Managed Blockchain service in 2018, which makes it easy to utilize blockchains such as Ethereum.</p><p><blockquote>Palantir面临着来自Amazon（纳斯达克股票代码：AMZN）等大型现有科技公司以及Chainalysis等初创公司的竞争。Palantir需要提供在利用未来技术创新的数字环境中产生alpha的解决方案。Chainalysis是一家金融科技初创公司，在多个区块链上提供KYC和反洗钱自动交易监控，类似于Foundry for Crypto。Chainalysis今年夏天以42亿美元的估值筹集了1亿美元，业务遍及60多个国家。另一方面是亚马逊等大型科技巨头，该公司于2018年开始提供亚马逊托管区块链服务，这使得利用以太币等区块链变得容易。</blockquote></p><p> The intersection of digital payments resembles a large opportunity as the banks and card networks have incredibly large networks developed at scale. This results in a fintech landscape that is ripe for innovation and it will be increasingly more competitive, as the top 250 fintech unicorns have raised over $73&nbsp;billion since 2016. Palantir will rely on developing the next wave of AI solutions when it comes to payments, by deploying them for the government to create the core technology and then filtering the solution for the commercial sector.</p><p><blockquote>数字支付的交叉类似于一个巨大的机会，因为银行和信用卡网络已经大规模发展了令人难以置信的大型网络。这使得金融科技领域的创新时机已经成熟，而且竞争将越来越激烈，因为自2016年以来，排名前250位的金融科技独角兽已经筹集了超过730亿美元。Palantir将依靠开发下一波支付领域的人工智能解决方案，为政府部署这些解决方案来创建核心技术，然后为商业部门过滤解决方案。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Palantir is at the forefront of the digital transformation underway as its platform is the connective tissue for modern organizations to generate insights from many sources of information. In regard to payments and fintech, Palantir has deep roots that link back to the early days of PayPal as Palantir's targeted the large financial institutions since the early 2010s. Palantir continues to expand its platform to apply its deep data insights to information within decentralized finance applications like smart contracts. Palantir's well-positioned to leverage its platform to connect the data from these blockchain applications and with its AI expertise to enable its customers to offer innovative fintech solutions.</p><p><blockquote>Palantir处于正在进行的数字化转型的最前沿，因为其平台是现代组织从许多信息源中生成见解的结缔组织。在支付和金融科技方面，Palantir有着深厚的渊源，可以追溯到PayPal的早期，因为Palantir自2010年代初以来一直瞄准大型金融机构。Palantir继续扩展其平台，将其深入的数据洞察应用于智能合约等去中心化金融应用程序中的信息。Palantir处于有利地位，可以利用其平台连接这些区块链应用程序的数据，并利用其人工智能专业知识，使其客户能够提供创新的金融科技解决方案。</blockquote></p><p> I've been bullish on Palantir over the past year and trading below $20, Palantir represents an attractive price for long-term investors given that Palantir is a generational company and has strong ties to PayPal's early days. I rate Palantir a strong buy at $20.</p><p><blockquote>过去一年我一直看好Palantir，交易价格低于20美元，鉴于Palantir是一家世代公司，并且与PayPal的早期有着密切的联系，Palantir对长期投资者来说是一个有吸引力的价格。我对Palantir的强烈买入评级为20美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Has Now Entered A New Dimension<blockquote>Palantir现已进入新维度</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\">\nPalantir Has Now Entered A New Dimension<blockquote>Palantir现已进入新维度</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\">2021-12-13 11:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir recently launched Foundry for Crypto to empower the future of finance.</li>  <li>Palantir now has the opportunity to leverage its platform's connective tissue to track the flow of funds within decentralized finance applications.</li>  <li>Palantir's worked with the IRS since 2013 and prior to the release of Foundry, Gotham was deployed for large financial institutions.</li>  <li>In today's article, I will highlight Palantir's roots that lead back to PayPal as well as Palantir's opportunity within fintech.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b19fbe474b2b948c1dd476507722b776\" tg-width=\"1536\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>Olemedia/E+ via Getty Images</span></p><p><blockquote><ul><li>Palantir最近推出了Foundry for Crypto，为金融的未来赋能。</li><li>Palantir现在有机会利用其平台的结缔组织来跟踪去中心化金融应用程序中的资金流。</li><li>Palantir自2013年以来一直与IRS合作，在Foundry发布之前，Gotham是为大型金融机构部署的。</li><li>在今天的文章中，我将重点介绍Palantir可以追溯到PayPal的根源以及Palantir在金融科技领域的机遇。</li></ul><p class=\"t-img-caption\"><span>Olemedia/E+来自盖蒂图片社</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> When it comes to Palantir (PLTR), most investors are excited by its government business as well as its opportunity in the commercial sector with Foundry for Builders. Today, ~60% of Palantir's business stems from the government, while the other portion comes from the commercial sector. Palantir's platform is known for its artificial intelligence (AI) and deep data insights that provide its customers with critical information to help maximize their profits. Palantir's solutions are built around \"mission-driven engineering\" to integrate information from siloed and unstructured data sets. In this article, we'll explore Palantir's roots that go back to the payments industry and PayPal.</p><p><blockquote>谈到Palantir(PLTR)，大多数投资者都对其政府业务以及其在商业领域为建筑商铸造的机会感到兴奋。如今，Palantir约60%的业务来自政府，而另一部分来自商业部门。Palantir的平台以其人工智能(AI)和深度数据洞察而闻名，可为客户提供关键信息，帮助他们实现利润最大化。Palantir的解决方案围绕“任务驱动工程”构建，以集成来自孤立和非结构化数据集的信息。在本文中，我们将探讨Palantir的根源，这些根源可以追溯到支付行业和PayPal。</blockquote></p><p> PayPal and Palantir co-founder Peter Thiel approached fellow Palantir co-founder, Stephen Cohen, in 2004 and told him about his idea for Palantir, here's what he envisioned.</p><p><blockquote>PayPal和Palantir联合创始人Peter Thiel于2004年联系了Palantir联合创始人Stephen Cohen，并告诉他他对Palantir的想法，以下是他的设想。</blockquote></p><p>   Let's take some of the ideas from the PayPal Anti-Fraud platform and let's try to generalize them to solve the country's counterterrorism problem. And we'll start by selling it directly to the U.S. Government.    And while we're at it, let's solve the generalized enterprise information management platforms that are out there. Let's help big enterprises use a Silicon Valley approach to understanding their data.\"-Stephen Cohen, 2013  Five years ago, a quarter of Palantir's business stemmed from the financial sector - while Palantir's connection to the fintech may not be clear on the surface, the company has a significant opportunity to deploy its AI, specifically Foundry, for fintech applications whether that's current banks or fintech companies such as Elementus, a blockchain analytics platform. Palantir currently serves the IRS and the current banking infrastructure as well as future innovative payment technologies such as cryptocurrencies and smart contracts.</p><p><blockquote>让我们从PayPal反欺诈平台中获取一些想法，并尝试将它们概括为解决该国的反恐问题。我们将从直接卖给美国政府开始。同时，让我们来解决现有的通用企业信息管理平台。让我们帮助大企业使用硅谷的方法来理解他们的数据。”—Stephen Cohen，2013五年前，Palantir四分之一的业务来自金融领域—虽然Palantir与金融科技的联系表面上可能并不清楚，但该公司有很大的机会为金融科技应用程序部署其人工智能，特别是Foundry，无论是当前的银行还是区块链分析平台Elementus等金融科技公司。Palantir目前为美国国税局和当前的银行基础设施以及未来的创新支付技术（如加密货币和智能合约）提供服务。</blockquote></p><p> <b>Deep Roots In Payments</b></p><p><blockquote><b>深厚的支付根基</b></blockquote></p><p> Much of the Palantir \"DNA\" and culture is replicated from PayPal. Palantir's core technology was also inspired by PayPal, specifically PayPal's Anti-Fraud platform. Peter Thiel co-founded PayPal with Max Levchin and would later go on to co-find Palantir along with Nathan Gettings, Palantir's first chief technology officer, who was an engineer at PayPal where he worked closely with Levchin fighting payment fraud. This PayPal Anti-Fraud framework would go on to provide the fundamental building blocks for Palantir's first initiative to fight counterterrorism.</p><p><blockquote>Palantir的大部分“DNA”和文化都是从PayPal复制的。Palantir的核心技术也受到了PayPal的启发，特别是PayPal的反欺诈平台。Peter Thiel与Max Levchin共同创立了PayPal，后来与Palantir首任首席技术官Nathan Gettings共同创立了Palantir，后者是PayPal的一名工程师，在那里他与Levchin密切合作打击支付欺诈。这个PayPal反欺诈框架将继续为Palantir的第一个反恐举措提供基本构建模块。</blockquote></p><p> Palantir deploys technology within the government that is similar to what it deploys for large financial institutions. The challenges that financial institutions must overcome are similar to those faced in the government context because there are many data sources and many systems that feed input into the financial service sector as well as the government sector. Palantir uses deep data analytics to identify patterns and trends within this information to help its customers manage risk and execute their plans to better navigate complex environments that are constantly changing.</p><p><blockquote>Palantir在政府内部部署类似于为大型金融机构部署的技术。金融机构必须克服的挑战与政府面临的挑战相似，因为有许多数据源和许多系统向金融服务部门和政府部门提供输入。Palantir使用深度数据分析来识别这些信息中的模式和趋势，以帮助客户管理风险并执行计划，从而更好地应对不断变化的复杂环境。</blockquote></p><p> In 2016, about 25% of Palantir's business came from the financial sector as Palantir deployed its Gotham Platform to investigate fraud for large institutions, as reported in its S1. Palantir works with a lot of banks and replaced legacy technology that's been around for over 30 years. For example, Credit Suisse has used Palantir since 2013 to analyze risks and detect fraud using data from more than a&nbsp;hundred&nbsp;systems across their operations.</p><p><blockquote>据其S1报道，2016年，Palantir约25%的业务来自金融领域，因为Palantir部署了Gotham平台来调查大型机构的欺诈行为。Palantir与许多银行合作，取代了已有30多年历史的遗留技术。例如，瑞士信贷自2013年以来一直使用Palantir，利用其运营中一百多个系统的数据来分析风险和检测欺诈行为。</blockquote></p><p> Palantir seeks to become the central operating system for&nbsp;entire industries&nbsp;rather than just a singular customer and Palantir sees an opportunity to create similar industry-wide partnerships within the financial services industry as it has within the U.S. government and aviation industry. Palantir's consistently winning government contracts while Palantir partnered with Airbus(OTCPK:EADSF)&nbsp;to launch&nbsp;SkyWise&nbsp;in 2017 and now works with over 100 airlines.</p><p><blockquote>Palantir寻求成为整个行业的中央操作系统，而不仅仅是单一客户，Palantir看到了在金融服务行业建立类似于美国政府和航空业的全行业合作伙伴关系的机会。Palantir不断赢得政府合同，而Palantir于2017年与空中客车公司(OTCPK：EADSF)合作推出SkyWise，目前与100多家航空公司合作。</blockquote></p><p> Significant Opportunity At Hand</p><p><blockquote>手头的重大机遇</blockquote></p><p></p><p> On November 23, Palantir launched Foundry for Crypto, which will leverage Foundry's defined data integration to automatically build data pipelines and convert unorganized data into a transparent hub.</p><p><blockquote>11月23日，Palantir推出了Foundry for Crypto，它将利用Foundry定义的数据集成来自动构建数据管道，并将无组织的数据转换为透明的中枢。</blockquote></p><p> Foundry for Crypto will enable Web3 startups to leverage the technology that financial institutions use to fight crime. With the current digital transformation underway and the rise of cryptocurrencies and blockchain technologies, Palantir leverages its data expertise to power the next generation of finance software.</p><p><blockquote>Foundry for Crypto将使Web3初创公司能够利用金融机构用来打击犯罪的技术。随着当前数字化转型的进行以及加密货币和区块链技术的兴起，Palantir利用其数据专业知识为下一代财务软件提供支持。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f2a3fb5ad32eff1f464c225cc4b1f1c\" tg-width=\"1280\" tg-height=\"621\" width=\"100%\" height=\"auto\"><span>Source: Offerings | Crypto</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：产品|Crypto</span></p></blockquote></p><p> As indicated above, Palantir is chain-agnostic, meaning that Palantir works with multiple blockchains. Palantir integrates transaction data as well as smart contract data which will enable Palantir to leverage the core competencies of its AI and data analysis to provide its KYC (Know-Your-Customer) insights. For example, if somebody were to make a transaction using cryptocurrency from a non-custodial wallet, then it'd typically be a challenge to decipher KYC information from that wallet since the blockchain itself is encrypted and decentralized. Palantir traces the assets in a non-custodial wallet and tracks where the assets were transferred from. This allows Palantir to locate the exchange the asset was originally transferred from and then Palantir can track customer data from the crypto exchange where the asset was purchased, like Coinbase.</p><p><blockquote>如上所述，Palantir是链不可知的，这意味着Palantir可以与多个区块链一起工作。Palantir集成了交易数据和智能合约数据，这将使Palantir能够利用其人工智能和数据分析的核心能力来提供KYC（了解您的客户）见解。例如，如果有人要使用非托管钱包中的加密货币进行交易，那么从该钱包中破译KYC信息通常是一个挑战，因为区块链本身是加密和去中心化的。Palantir跟踪非托管钱包中的资产，并跟踪资产的转移地点。这使得Palantir能够找到资产最初转移的交易所，然后Palantir可以跟踪购买资产的加密货币交易所的客户数据，例如Coinbase。</blockquote></p><p> The example above highlights how Palantir digs deep and scrapes the data from the blockchain to learn about a specific individual. This goes a long way in validating secure transactions as Palantir identifies malicious transactions on the blockchain, based on the transaction's location and specific properties. Companies that want to accept cryptocurrencies need secure solutions while they also want to gather insights around their customers to propel their businesses. BNPL companies, like Affirm, which was started by Max Levchin and Nathan Gettings, use advanced risk modeling (also referred to as AI) to offer consumers more fair credit assessments because BNPL companies have access to essential data from both the merchant and the consumer. Palantir could leverage its AI and data insights to help its customers better understand their clientele to offer targeted marketing campaigns or help them identify opportunities that will decrease expenses.</p><p><blockquote>上面的例子强调了Palantir如何深入挖掘并从区块链中抓取数据来了解特定个人。这对于验证安全交易大有帮助，因为Palantir会根据交易的位置和特定属性识别区块链上的恶意交易。希望接受加密货币的公司需要安全的解决方案，同时他们也希望收集客户周围的见解来推动他们的业务。BNPL公司，例如由Max Levchin和Nathan Gettings创立的Affirm，使用高级风险建模（也称为人工智能）为消费者提供更公平的信用评估，因为BNPL公司可以访问来自商家和消费者的重要数据。Palantir可以利用其人工智能和数据洞察来帮助客户更好地了解他们的客户，从而提供有针对性的营销活动或帮助他们发现减少开支的机会。</blockquote></p><p> Foundry for Crypto is still in its early adoption stage as it was recently rolled out and Palantir has multiple opportunities to implement this platform in a variety of industries as payment technology continues to evolve and will reshape the current payments landscape.</p><p><blockquote>Foundry for Crypto仍处于早期采用阶段，因为它是最近推出的，随着支付技术的不断发展，Palantir有多种机会在各个行业实施该平台，并将重塑当前的支付格局。</blockquote></p><p> Smart contracts are another significant opportunity for Palantir. Smart contracts are a set of protocols that are validated and carried out on the flow of data, meaning that once the contract is fulfilled, the data will indicate the contract is satisfied and ensure that the liable party transfers the agreed-upon funds. Palantir has a great opportunity to play a role in the facilitation of data within smart contracts while removing the costs of working with third networks and banks.</p><p><blockquote>智能合约是Palantir的另一个重要机会。智能合约是一组在数据流上验证和执行的协议，这意味着一旦合同履行，数据将表明合同得到满足，并确保责任方转移约定的资金。Palantir有很好的机会在促进智能合同中的数据方面发挥作用，同时消除与第三方网络和银行合作的成本。</blockquote></p><p> One of Palantir's SPAC investments, BlackSky, deploys Foundry and processes real-time satellite imagery to monitor events taking place on Earth. For example, BlackSky can detect if the shipment has been delivered since BlackSky's satellites take images multiple times throughout the day. BlackSky monitors data and information that can only be processed through imagery and is the custodian of monitoring these actions and generating these actions into data points, so that they can inform smart contracts as to whether or not the contract was satisfied. This is a great example of how Palantir's customers may leverage Foundry to process information relating to digital assets and new digital protocols.</p><p><blockquote>Palantir的SPAC投资之一BlackSky部署Foundry并处理实时卫星图像以监控地球上发生的事件。例如，BlackSky可以检测货物是否已交付，因为BlackSky的卫星全天多次拍摄图像。BlackSky监控只能通过图像处理的数据和信息，并且是监控这些操作并将这些操作生成数据点的保管人，以便他们可以通知智能合约合同是否得到满足。这是Palantir的客户如何利用Foundry来处理与数字资产和新数字协议相关的信息的一个很好的例子。</blockquote></p><p> <b>The Government's Implemented Palantir's \"FinTech\" Solution Since 2013</b></p><p><blockquote><b>政府自2013年起实施Palantir的“金融科技”解决方案</b></blockquote></p><p> The IRS started working with Palantir in 2013 and Palantir continues to land and expand its partnership with the IRS as it's been awarded nearly $20 million from them over the last 12 months.</p><p><blockquote>IRS于2013年开始与Palantir合作，Palantir继续建立并扩大与IRS的合作伙伴关系，在过去12个月中已获得IRS近2000万美元的资助。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e748221a3ed9fc319e2be6ebf40a8e95\" tg-width=\"956\" tg-height=\"524\" width=\"100%\" height=\"auto\"><span>Source: USAspending.gov</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：USAspending.gov</span></p></blockquote></p><p> In May, the IRS launched \"Operation Hidden Gem\", which is an initiative to focus on taxpayers who don't report cryptocurrencies gains. Carolyn Schenck, National Fraud Counsel for the IRS, recently had the&nbsp;following&nbsp;in regards to cryptocurrencies.</p><p><blockquote>今年5月，美国国税局发起了“隐藏宝石行动”，这是一项针对不报告加密货币收益的纳税人的举措。美国国税局（IRS）的国家欺诈顾问卡罗琳·申克（Carolyn Schenck）最近就加密货币发表了以下言论。</blockquote></p><p></p><p>   These transactions are not anonymous, we see you.\"  Another issue around crypto fraud, which Palantir's AML is designed to detect, is similar to PayPal's Anti-Fraud platform. The IRS recently revealed in its annual report that it seized&nbsp;$3.5 billion&nbsp;so far this year from cryptocurrency-related fraud. Palantir enables the IRS with the solutions that decipher criminal financial schemes and analyzes a variety of data sources in real-time. In the past, Palantir allowed the IRS to track the flow of funds or the flow of assets. For example, if someone were to transfer assets to a bank in the Cayman Islands and then withdraw the cash in the U.S. and use it for a&nbsp;down payment&nbsp;on something like an additional property, Palantir's deep data analysis will connect this information that's siloed, and present it to the IRS so that they can handle the specific situations accordingly.</p><p><blockquote>这些交易不是匿名的，我们看到你了。”Palantir的AML旨在检测另一个围绕加密货币欺诈的问题，该问题与PayPal的反欺诈平台类似。美国国税局最近在其年度报告中透露，今年迄今为止，它从加密货币相关欺诈中查获了35亿美元。Palantir为IRS提供了破译犯罪金融计划并实时分析各种数据源的解决方案。过去，Palantir允许国税局跟踪资金流动或资产流动。例如，如果有人将资产转移到开曼群岛的一家银行，然后在美国提取现金并将其用于购买额外房产等的首付，Palantir的深度数据分析将连接这些孤立的信息，并将其呈现给国税局，以便他们可以相应地处理具体情况。</blockquote></p><p> Based on Palantir's recent launch of Foundry for Crypto, Palantir could already be using its platform to provide real value for the U.S. government. As more information moves online and it becomes more complex to track complex digital assets, Palantir's technology remains one step ahead of trends when it comes to AI. Palantir continuously creates out-of-the-box solutions for the government, it then filters for commercial use cases.</p><p><blockquote>根据Palantir最近推出的Foundry for Crypto，Palantir可能已经在利用其平台为美国政府提供真正的价值。随着越来越多的信息转移到网上，跟踪复杂的数字资产变得更加复杂，Palantir的技术在人工智能方面仍然领先趋势一步。Palantir不断为政府创建开箱即用的解决方案，然后过滤商业用例。</blockquote></p><p> Now, let's use the L.A. Valuation Stevens Model to provide an updated fair value, then discuss risks associated with Palantir's entrance into crypto.</p><p><blockquote>现在，让我们使用洛杉矶估值史蒂文斯模型来提供更新的公允价值，然后讨论与Palantir进入加密货币领域相关的风险。</blockquote></p><p> <b>Valuation</b></p><p><blockquote><b>估值</b></blockquote></p><p> Palantir continues to land new commercial clients and demonstrate the value of its platform through strong quarterly results. In Q3, Palantir grew its commercial customer count by 46% quarter-over-quarter to over 200 customers. Below are some of Palantir's notable financial metrics.</p><p><blockquote>Palantir继续获得新的商业客户，并通过强劲的季度业绩展示其平台的价值。第三季度，Palantir的商业客户数量环比增长46%，达到200多家。以下是Palantir的一些值得注意的财务指标。</blockquote></p><p> <ul>  <li>$1.43B in TTM revenue</p><p><blockquote><ul><li>TTM收入$1.43 B</li></ul></blockquote></p><p></li>  <li>77% gross profit margins</p><p><blockquote><li>77%毛利率</li></blockquote></p><p></li>  <li>$120 billion TAM</p><p><blockquote><li>1200亿美元TAM</li></blockquote></p><p></li> </ul> <b>Palantir's Fair Value And Expected Return</b></p><p><blockquote><b>Palantir的公允价值和预期回报</b></blockquote></p><p> To determine Palantir's fair value, we will employ our proprietary valuation model. Here's what it entails:</p><p><blockquote>为了确定Palantir的公允价值，我们将采用我们专有的估值模型。它的含义如下：</blockquote></p><p> <ul>  <li>In step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.</p><p><blockquote><ul><li>在第一步中，我们使用传统的DCF模型，自由现金流按我们（股东）的资本成本贴现。</li></ul></blockquote></p><p></li>  <li>In step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).</p><p><blockquote><li>在步骤2中，模型考虑了已发行股票变化（回购/稀释）的影响。</li></blockquote></p><p></li>  <li>In step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.</p><p><blockquote><li>在第三步中，我们将十年结束时未来增长前景的估值正常化。然后，我们使用今天的股价和10年末的预计股价得出CAGR。如果这比市场高出足够的幅度，我们就投资。如果没有，我们等待一个更好的切入点。</li></blockquote></p><p></li> </ul> Assumptions:</p><p><blockquote>假设：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5f1499608f487046f492724343ce6250\" tg-width=\"934\" tg-height=\"572\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Results:</p><p><blockquote>结果：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cad4b65a88b3612deb98a837e64a5193\" tg-width=\"738\" tg-height=\"912\" width=\"100%\" height=\"auto\"><span>Source: L.A. Stevens Valuation Model</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：L.A.史蒂文斯估值模型</span></p></blockquote></p><p> Based on conservative estimates, Palantir is worth ~$31 today when accounting for future dilution, hence Palantir is significantly undervalued.</p><p><blockquote>根据保守估计，考虑到未来的稀释，Palantir目前的价值约为31美元，因此Palantir被严重低估。</blockquote></p><p> In order for us to determine if Palantir is worth an investment today, we'll project the expected return for Palantir over the next 10 years at today's price. To calculate the total expected return for the next decade, we grow the above free cash flow per share at our conservative growth rate, then assign a conservative Price-to-FCF multiple (35x) to it for year ten. Thereby, we create a conservative intrinsic value projection (2031 price target), by which we determine the 10-yr expected CAGR returns. If these returns beat our hurdle rate of 15%, we buy, else we wait for a better buying opportunity.</p><p><blockquote>为了让我们确定Palantir今天是否值得投资，我们将以今天的价格预测Palantir未来10年的预期回报。为了计算未来十年的总预期回报，我们以保守的增长率增长上述每股自由现金流，然后在第十年为其分配保守的价格与自由现金流倍数（35倍）。因此，我们创建了一个保守的内在价值预测（2031年价格目标），通过该预测我们确定了10年的预期CAGR回报。如果这些回报率超过我们15%的门槛率，我们就买入，否则我们等待更好的买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc7e1db2ce3e749cd8088652a7029424\" tg-width=\"736\" tg-height=\"534\" width=\"100%\" height=\"auto\"><span>Source: L.A. Stevens Valuation Model</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：L.A.史蒂文斯估值模型</span></p></blockquote></p><p> Palantir is expected to generate ~20% annualized returns over the next 10 years, therefore, now is an ideal time to add to a position or start one. Palantir's expected to beat our 15% hurdle rate by a wide margin, hence I rate Palantir a strong buy around $20.</p><p><blockquote>Palantir预计在未来10年内产生约20%的年化回报率，因此，现在是增加头寸或开始建仓的理想时机。Palantir预计将大幅超过我们15%的门槛利率，因此我将Palantir评级为20美元左右的强力买入。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> <ul>  <li><i>There are unforeseen risks given that cryptocurrency is a relatively new technology and there is uncertainty around future regulation.</i></p><p><blockquote><ul><li><i>鉴于加密货币是一项相对较新的技术，并且未来监管存在不确定性，因此存在不可预见的风险。</i></li></ul></blockquote></p><p></p><p></li> </ul> Palantir faces competition from both large incumbent tech companies such as Amazon(NASDAQ:AMZN)&nbsp;as well as startups such as Chainalysis. Palantir needs to offer solutions that generate alpha in digital environments that leverage future technological innovations. Chainalysis is a fintech startup that offers KYC and AML automated transaction monitoring on multiple blockchains, similar to Foundry for Crypto. Chainalysis raised $100 million this summer at a $4.2&nbsp;billion valuation and operates in over 60 countries. On the other side of the spectrum are the large tech giants such as Amazon, which started offering the Amazon Managed Blockchain service in 2018, which makes it easy to utilize blockchains such as Ethereum.</p><p><blockquote>Palantir面临着来自Amazon（纳斯达克股票代码：AMZN）等大型现有科技公司以及Chainalysis等初创公司的竞争。Palantir需要提供在利用未来技术创新的数字环境中产生alpha的解决方案。Chainalysis是一家金融科技初创公司，在多个区块链上提供KYC和反洗钱自动交易监控，类似于Foundry for Crypto。Chainalysis今年夏天以42亿美元的估值筹集了1亿美元，业务遍及60多个国家。另一方面是亚马逊等大型科技巨头，该公司于2018年开始提供亚马逊托管区块链服务，这使得利用以太币等区块链变得容易。</blockquote></p><p> The intersection of digital payments resembles a large opportunity as the banks and card networks have incredibly large networks developed at scale. This results in a fintech landscape that is ripe for innovation and it will be increasingly more competitive, as the top 250 fintech unicorns have raised over $73&nbsp;billion since 2016. Palantir will rely on developing the next wave of AI solutions when it comes to payments, by deploying them for the government to create the core technology and then filtering the solution for the commercial sector.</p><p><blockquote>数字支付的交叉类似于一个巨大的机会，因为银行和信用卡网络已经大规模发展了令人难以置信的大型网络。这使得金融科技领域的创新时机已经成熟，而且竞争将越来越激烈，因为自2016年以来，排名前250位的金融科技独角兽已经筹集了超过730亿美元。Palantir将依靠开发下一波支付领域的人工智能解决方案，为政府部署这些解决方案来创建核心技术，然后为商业部门过滤解决方案。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Palantir is at the forefront of the digital transformation underway as its platform is the connective tissue for modern organizations to generate insights from many sources of information. In regard to payments and fintech, Palantir has deep roots that link back to the early days of PayPal as Palantir's targeted the large financial institutions since the early 2010s. Palantir continues to expand its platform to apply its deep data insights to information within decentralized finance applications like smart contracts. Palantir's well-positioned to leverage its platform to connect the data from these blockchain applications and with its AI expertise to enable its customers to offer innovative fintech solutions.</p><p><blockquote>Palantir处于正在进行的数字化转型的最前沿，因为其平台是现代组织从许多信息源中生成见解的结缔组织。在支付和金融科技方面，Palantir有着深厚的渊源，可以追溯到PayPal的早期，因为Palantir自2010年代初以来一直瞄准大型金融机构。Palantir继续扩展其平台，将其深入的数据洞察应用于智能合约等去中心化金融应用程序中的信息。Palantir处于有利地位，可以利用其平台连接这些区块链应用程序的数据，并利用其人工智能专业知识，使其客户能够提供创新的金融科技解决方案。</blockquote></p><p> I've been bullish on Palantir over the past year and trading below $20, Palantir represents an attractive price for long-term investors given that Palantir is a generational company and has strong ties to PayPal's early days. I rate Palantir a strong buy at $20.</p><p><blockquote>过去一年我一直看好Palantir，交易价格低于20美元，鉴于Palantir是一家世代公司，并且与PayPal的早期有着密切的联系，Palantir对长期投资者来说是一个有吸引力的价格。我对Palantir的强烈买入评级为20美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4474525-palantir-stock-foundry-for-crypto-fintech-opportunity\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4474525-palantir-stock-foundry-for-crypto-fintech-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163753909","content_text":"Summary\n\nPalantir recently launched Foundry for Crypto to empower the future of finance.\nPalantir now has the opportunity to leverage its platform's connective tissue to track the flow of funds within decentralized finance applications.\nPalantir's worked with the IRS since 2013 and prior to the release of Foundry, Gotham was deployed for large financial institutions.\nIn today's article, I will highlight Palantir's roots that lead back to PayPal as well as Palantir's opportunity within fintech.\n\nOlemedia/E+ via Getty Images\nInvestment Thesis\nWhen it comes to Palantir (PLTR), most investors are excited by its government business as well as its opportunity in the commercial sector with Foundry for Builders. Today, ~60% of Palantir's business stems from the government, while the other portion comes from the commercial sector. Palantir's platform is known for its artificial intelligence (AI) and deep data insights that provide its customers with critical information to help maximize their profits. Palantir's solutions are built around \"mission-driven engineering\" to integrate information from siloed and unstructured data sets. In this article, we'll explore Palantir's roots that go back to the payments industry and PayPal.\nPayPal and Palantir co-founder Peter Thiel approached fellow Palantir co-founder, Stephen Cohen, in 2004 and told him about his idea for Palantir, here's what he envisioned.\n\n Let's take some of the ideas from the PayPal Anti-Fraud platform and let's try to generalize them to solve the country's counterterrorism problem. And we'll start by selling it directly to the U.S. Government.\n\n\n And while we're at it, let's solve the generalized enterprise information management platforms that are out there. Let's help big enterprises use a Silicon Valley approach to understanding their data.\"-Stephen Cohen, 2013\n\nFive years ago, a quarter of Palantir's business stemmed from the financial sector - while Palantir's connection to the fintech may not be clear on the surface, the company has a significant opportunity to deploy its AI, specifically Foundry, for fintech applications whether that's current banks or fintech companies such as Elementus, a blockchain analytics platform. Palantir currently serves the IRS and the current banking infrastructure as well as future innovative payment technologies such as cryptocurrencies and smart contracts.\nDeep Roots In Payments\nMuch of the Palantir \"DNA\" and culture is replicated from PayPal. Palantir's core technology was also inspired by PayPal, specifically PayPal's Anti-Fraud platform. Peter Thiel co-founded PayPal with Max Levchin and would later go on to co-find Palantir along with Nathan Gettings, Palantir's first chief technology officer, who was an engineer at PayPal where he worked closely with Levchin fighting payment fraud. This PayPal Anti-Fraud framework would go on to provide the fundamental building blocks for Palantir's first initiative to fight counterterrorism.\nPalantir deploys technology within the government that is similar to what it deploys for large financial institutions. The challenges that financial institutions must overcome are similar to those faced in the government context because there are many data sources and many systems that feed input into the financial service sector as well as the government sector. Palantir uses deep data analytics to identify patterns and trends within this information to help its customers manage risk and execute their plans to better navigate complex environments that are constantly changing.\nIn 2016, about 25% of Palantir's business came from the financial sector as Palantir deployed its Gotham Platform to investigate fraud for large institutions, as reported in its S1. Palantir works with a lot of banks and replaced legacy technology that's been around for over 30 years. For example, Credit Suisse has used Palantir since 2013 to analyze risks and detect fraud using data from more than a hundred systems across their operations.\nPalantir seeks to become the central operating system for entire industries rather than just a singular customer and Palantir sees an opportunity to create similar industry-wide partnerships within the financial services industry as it has within the U.S. government and aviation industry. Palantir's consistently winning government contracts while Palantir partnered with Airbus(OTCPK:EADSF) to launch SkyWise in 2017 and now works with over 100 airlines.\nSignificant Opportunity At Hand\nOn November 23, Palantir launched Foundry for Crypto, which will leverage Foundry's defined data integration to automatically build data pipelines and convert unorganized data into a transparent hub.\nFoundry for Crypto will enable Web3 startups to leverage the technology that financial institutions use to fight crime. With the current digital transformation underway and the rise of cryptocurrencies and blockchain technologies, Palantir leverages its data expertise to power the next generation of finance software.\nSource: Offerings | Crypto\nAs indicated above, Palantir is chain-agnostic, meaning that Palantir works with multiple blockchains. Palantir integrates transaction data as well as smart contract data which will enable Palantir to leverage the core competencies of its AI and data analysis to provide its KYC (Know-Your-Customer) insights. For example, if somebody were to make a transaction using cryptocurrency from a non-custodial wallet, then it'd typically be a challenge to decipher KYC information from that wallet since the blockchain itself is encrypted and decentralized. Palantir traces the assets in a non-custodial wallet and tracks where the assets were transferred from. This allows Palantir to locate the exchange the asset was originally transferred from and then Palantir can track customer data from the crypto exchange where the asset was purchased, like Coinbase.\nThe example above highlights how Palantir digs deep and scrapes the data from the blockchain to learn about a specific individual. This goes a long way in validating secure transactions as Palantir identifies malicious transactions on the blockchain, based on the transaction's location and specific properties. Companies that want to accept cryptocurrencies need secure solutions while they also want to gather insights around their customers to propel their businesses. BNPL companies, like Affirm, which was started by Max Levchin and Nathan Gettings, use advanced risk modeling (also referred to as AI) to offer consumers more fair credit assessments because BNPL companies have access to essential data from both the merchant and the consumer. Palantir could leverage its AI and data insights to help its customers better understand their clientele to offer targeted marketing campaigns or help them identify opportunities that will decrease expenses.\nFoundry for Crypto is still in its early adoption stage as it was recently rolled out and Palantir has multiple opportunities to implement this platform in a variety of industries as payment technology continues to evolve and will reshape the current payments landscape.\nSmart contracts are another significant opportunity for Palantir. Smart contracts are a set of protocols that are validated and carried out on the flow of data, meaning that once the contract is fulfilled, the data will indicate the contract is satisfied and ensure that the liable party transfers the agreed-upon funds. Palantir has a great opportunity to play a role in the facilitation of data within smart contracts while removing the costs of working with third networks and banks.\nOne of Palantir's SPAC investments, BlackSky, deploys Foundry and processes real-time satellite imagery to monitor events taking place on Earth. For example, BlackSky can detect if the shipment has been delivered since BlackSky's satellites take images multiple times throughout the day. BlackSky monitors data and information that can only be processed through imagery and is the custodian of monitoring these actions and generating these actions into data points, so that they can inform smart contracts as to whether or not the contract was satisfied. This is a great example of how Palantir's customers may leverage Foundry to process information relating to digital assets and new digital protocols.\nThe Government's Implemented Palantir's \"FinTech\" Solution Since 2013\nThe IRS started working with Palantir in 2013 and Palantir continues to land and expand its partnership with the IRS as it's been awarded nearly $20 million from them over the last 12 months.\nSource: USAspending.gov\nIn May, the IRS launched \"Operation Hidden Gem\", which is an initiative to focus on taxpayers who don't report cryptocurrencies gains. Carolyn Schenck, National Fraud Counsel for the IRS, recently had the following in regards to cryptocurrencies.\n\n These transactions are not anonymous, we see you.\"\n\nAnother issue around crypto fraud, which Palantir's AML is designed to detect, is similar to PayPal's Anti-Fraud platform. The IRS recently revealed in its annual report that it seized $3.5 billion so far this year from cryptocurrency-related fraud. Palantir enables the IRS with the solutions that decipher criminal financial schemes and analyzes a variety of data sources in real-time. In the past, Palantir allowed the IRS to track the flow of funds or the flow of assets. For example, if someone were to transfer assets to a bank in the Cayman Islands and then withdraw the cash in the U.S. and use it for a down payment on something like an additional property, Palantir's deep data analysis will connect this information that's siloed, and present it to the IRS so that they can handle the specific situations accordingly.\nBased on Palantir's recent launch of Foundry for Crypto, Palantir could already be using its platform to provide real value for the U.S. government. As more information moves online and it becomes more complex to track complex digital assets, Palantir's technology remains one step ahead of trends when it comes to AI. Palantir continuously creates out-of-the-box solutions for the government, it then filters for commercial use cases.\nNow, let's use the L.A. Valuation Stevens Model to provide an updated fair value, then discuss risks associated with Palantir's entrance into crypto.\nValuation\nPalantir continues to land new commercial clients and demonstrate the value of its platform through strong quarterly results. In Q3, Palantir grew its commercial customer count by 46% quarter-over-quarter to over 200 customers. Below are some of Palantir's notable financial metrics.\n\n$1.43B in TTM revenue\n77% gross profit margins\n$120 billion TAM\n\nPalantir's Fair Value And Expected Return\nTo determine Palantir's fair value, we will employ our proprietary valuation model. Here's what it entails:\n\nIn step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.\nIn step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).\nIn step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.\n\nAssumptions:\n\nResults:\nSource: L.A. Stevens Valuation Model\nBased on conservative estimates, Palantir is worth ~$31 today when accounting for future dilution, hence Palantir is significantly undervalued.\nIn order for us to determine if Palantir is worth an investment today, we'll project the expected return for Palantir over the next 10 years at today's price. To calculate the total expected return for the next decade, we grow the above free cash flow per share at our conservative growth rate, then assign a conservative Price-to-FCF multiple (35x) to it for year ten. Thereby, we create a conservative intrinsic value projection (2031 price target), by which we determine the 10-yr expected CAGR returns. If these returns beat our hurdle rate of 15%, we buy, else we wait for a better buying opportunity.\nSource: L.A. Stevens Valuation Model\nPalantir is expected to generate ~20% annualized returns over the next 10 years, therefore, now is an ideal time to add to a position or start one. Palantir's expected to beat our 15% hurdle rate by a wide margin, hence I rate Palantir a strong buy around $20.\nRisks\n\nThere are unforeseen risks given that cryptocurrency is a relatively new technology and there is uncertainty around future regulation.\n\nPalantir faces competition from both large incumbent tech companies such as Amazon(NASDAQ:AMZN) as well as startups such as Chainalysis. Palantir needs to offer solutions that generate alpha in digital environments that leverage future technological innovations. Chainalysis is a fintech startup that offers KYC and AML automated transaction monitoring on multiple blockchains, similar to Foundry for Crypto. Chainalysis raised $100 million this summer at a $4.2 billion valuation and operates in over 60 countries. On the other side of the spectrum are the large tech giants such as Amazon, which started offering the Amazon Managed Blockchain service in 2018, which makes it easy to utilize blockchains such as Ethereum.\nThe intersection of digital payments resembles a large opportunity as the banks and card networks have incredibly large networks developed at scale. This results in a fintech landscape that is ripe for innovation and it will be increasingly more competitive, as the top 250 fintech unicorns have raised over $73 billion since 2016. Palantir will rely on developing the next wave of AI solutions when it comes to payments, by deploying them for the government to create the core technology and then filtering the solution for the commercial sector.\nConclusion\nPalantir is at the forefront of the digital transformation underway as its platform is the connective tissue for modern organizations to generate insights from many sources of information. In regard to payments and fintech, Palantir has deep roots that link back to the early days of PayPal as Palantir's targeted the large financial institutions since the early 2010s. Palantir continues to expand its platform to apply its deep data insights to information within decentralized finance applications like smart contracts. Palantir's well-positioned to leverage its platform to connect the data from these blockchain applications and with its AI expertise to enable its customers to offer innovative fintech solutions.\nI've been bullish on Palantir over the past year and trading below $20, Palantir represents an attractive price for long-term investors given that Palantir is a generational company and has strong ties to PayPal's early days. I rate Palantir a strong buy at $20.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":886827908,"gmtCreate":1631581375404,"gmtModify":1631888932453,"author":{"id":"3574724399840291","authorId":"3574724399840291","name":"Jabinlim","avatar":"https://static.tigerbbs.com/16b7f0f6ddc76fb4fc1d066ca1b55493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"themes":[],"htmlText":"Means S&amp;P going down?&nbsp;","listText":"Means S&amp;P going down?&nbsp;","text":"Means S&P going down?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/886827908","repostId":"1178276551","repostType":4,"repost":{"id":"1178276551","kind":"news","pubTimestamp":1631574947,"share":"https://www.laohu8.com/m/news/1178276551?lang=zh_CN&edition=full","pubTime":"2021-09-14 07:15","market":"us","language":"en","title":"S&P 500 snaps losing streak with tax hikes, inflation data on horizon<blockquote>标普500通过增税和通胀数据结束连跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1178276551","media":"Reuters","summary":"NEW YORK (Reuters) - The S&P 500 closed higher on Monday, ending a five-day losing streak as investo","content":"<p>NEW YORK (Reuters) - The S&amp;P 500 closed higher on Monday, ending a five-day losing streak as investors focused on potential corporate tax hikes and upcoming economic data.</p><p><blockquote>路透纽约3月1日电——标普500周一收高，结束五连跌，因投资者关注潜在的公司税上调和即将公布的经济数据。</blockquote></p><p> The Dow Jones Industrial Average also advanced, but the Nasdaq Composite Index ended lower.</p><p><blockquote>道琼斯工业平均指数也上涨，但纳斯达克综合指数收低。</blockquote></p><p> Investors favored value over growth, with stocks set to benefit most from a resurging economy enjoying the biggest percentage gains.</p><p><blockquote>投资者更青睐价值而非增长，股市将从经济复苏中受益最多，涨幅最大。</blockquote></p><p> “There are probably not a lot of positive surprises coming this month,” said Liz Young, head of investment strategy at SoFi in New York. “We’re having another period of volatility where I think that rotation could go back to cyclicals and the reopened trade, as the 10-year bond rate slowly grinds higher through the end of the year.”</p><p><blockquote>纽约SoFi投资策略主管Liz Young表示：“本月可能不会有太多积极的惊喜。”“我们正在经历另一个波动时期，我认为随着10年期债券利率在年底前慢慢走高，轮动可能会回到周期性和重新开放的交易。”</blockquote></p><p> Market participants are focused on the likely passage of U.S. President Joe Biden’s $3.5 trillion budget package, which is expected to include a proposed corporate tax rate hike to 26.5% from 21%.</p><p><blockquote>市场参与者关注美国总统拜登的3.5万亿美元预算方案可能获得通过，预计其中包括拟议将企业税率从21%上调至26.5%。</blockquote></p><p> Goldman Sachs analysts see the corporate tax rate increasing to 25% and the passage of about half of a proposed increase to tax rates on foreign income, which they estimate would reduce S&amp;P 500 earnings by 5% in 2022.</p><p><blockquote>高盛分析师预计，企业税率将提高至25%，外国收入税率拟议上调的约一半将获得通过，他们估计这将使标普500 2022年的盈利减少5%。</blockquote></p><p> The Labor Department is due to release its consumer price index data on Tuesday, which could shed further light on the current inflation wave and whether it is as transitory as the Fed insists.</p><p><blockquote>美国劳工部将于周二发布消费者价格指数数据，这可能会进一步揭示当前的通胀浪潮，以及它是否像美联储坚称的那样是暂时的。</blockquote></p><p> “I don’t see inflation settling back down under 2% where it was pre-pandemic,” Young added. “Even if some of those transitory forces weaken, we will still stay at a higher rate than we were before.”</p><p><blockquote>杨补充道：“我认为通胀率不会回落到大流行前的2%以下。”“即使其中一些过渡力量减弱，我们仍将保持比以前更高的速度。”</blockquote></p><p> Other key indicators due this week include retail sales and consumer sentiment, which could illuminate how much the demand boom driven by economic re-engagement has been dampened by the highly contagious COVID-19 Delta variant.</p><p><blockquote>本周公布的其他关键指标包括零售销售和消费者信心，这可能表明经济重新参与推动的需求繁荣在多大程度上受到了高度传染性的COVID-19德尔塔变异毒株的抑制。</blockquote></p><p> The Dow Jones Industrial Average rose 261.91 points, or 0.76%, to 34,869.63, the S&amp;P 500 gained 10.15 points, or 0.23%, at 4,468.73 and the Nasdaq Composite dropped 9.91 points, or 0.07%, to 15,105.58.</p><p><blockquote>道琼斯工业平均指数上涨261.91点，涨幅0.76%，至34,869.63点；标普500上涨10.15点，涨幅0.23%，至4,468.73点；纳斯达克综合指数下跌9.91点，涨幅0.07%，至15,105.58点。</blockquote></p><p> Of the 11 major sectors in the S&amp;P 500, healthcare suffered the largest percentage loss, while energy, buoyed by rising crude prices was the biggest gainer.</p><p><blockquote>在标普500 11个主要板块中，医疗保健板块跌幅最大，而受原油价格上涨提振的能源板块涨幅最大。</blockquote></p><p> Shares of vaccine makers Moderna and Pfizer Inc sank 6.6% and 2.2%, respectively, after experts said COVID booster shots are not widely needed.</p><p><blockquote>在专家表示不广泛需要新冠加强注射后，疫苗制造商Moderna和辉瑞公司的股价分别下跌6.6%和2.2%。</blockquote></p><p> Coinbase Global Inc announced plans to raise about $1.5 billion through a debt offering aimed at funding product development and potential acquisitions. The cryptocurrency exchanges shares slid 2.2%.</p><p><blockquote>Coinbase Global Inc宣布计划通过发债筹集约15亿美元，旨在为产品开发和潜在收购提供资金。加密货币交易所股价下跌2.2%。</blockquote></p><p> Salesforce.com Inc dipped 1.2% as rival Freshworks Inc’s regulatory filing indicated that the business engagement and customer engagement software company is aiming for a nearly $9 billion valuation in it U.S. debut.</p><p><blockquote>Salesforce.com Inc下跌1.2%，竞争对手Freshworks Inc的监管文件显示，这家业务参与和客户参与软件公司的目标是在美国首次亮相时估值接近90亿美元。</blockquote></p><p> Advancing issues outnumbered declining ones on the NYSE by a 1.60-to-1 ratio; on Nasdaq, a 1.02-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所上涨股与下跌股的比例为1.60比1；在纳斯达克，1.02比1的比率有利于上涨者。</blockquote></p><p> The S&amp;P 500 posted 12 new 52-week highs and one new low; the Nasdaq Composite recorded 53 new highs and 71 new lows.</p><p><blockquote>标普500创下12个52周新高和1个新低；纳斯达克综合指数录得53个新高和71个新低。</blockquote></p><p> Volume on U.S. exchanges was 10.30 billion shares, compared with the 9.29 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为103亿股，而过去20个交易日的平均成交量为92.9亿股。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 snaps losing streak with tax hikes, inflation data on horizon<blockquote>标普500通过增税和通胀数据结束连跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-09-14 07:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p>NEW YORK (Reuters) - The S&amp;P 500 closed higher on Monday, ending a five-day losing streak as investors focused on potential corporate tax hikes and upcoming economic data.</p><p><blockquote>路透纽约3月1日电——标普500周一收高，结束五连跌，因投资者关注潜在的公司税上调和即将公布的经济数据。</blockquote></p><p> The Dow Jones Industrial Average also advanced, but the Nasdaq Composite Index ended lower.</p><p><blockquote>道琼斯工业平均指数也上涨，但纳斯达克综合指数收低。</blockquote></p><p> Investors favored value over growth, with stocks set to benefit most from a resurging economy enjoying the biggest percentage gains.</p><p><blockquote>投资者更青睐价值而非增长，股市将从经济复苏中受益最多，涨幅最大。</blockquote></p><p> “There are probably not a lot of positive surprises coming this month,” said Liz Young, head of investment strategy at SoFi in New York. “We’re having another period of volatility where I think that rotation could go back to cyclicals and the reopened trade, as the 10-year bond rate slowly grinds higher through the end of the year.”</p><p><blockquote>纽约SoFi投资策略主管Liz Young表示：“本月可能不会有太多积极的惊喜。”“我们正在经历另一个波动时期，我认为随着10年期债券利率在年底前慢慢走高，轮动可能会回到周期性和重新开放的交易。”</blockquote></p><p> Market participants are focused on the likely passage of U.S. President Joe Biden’s $3.5 trillion budget package, which is expected to include a proposed corporate tax rate hike to 26.5% from 21%.</p><p><blockquote>市场参与者关注美国总统拜登的3.5万亿美元预算方案可能获得通过，预计其中包括拟议将企业税率从21%上调至26.5%。</blockquote></p><p> Goldman Sachs analysts see the corporate tax rate increasing to 25% and the passage of about half of a proposed increase to tax rates on foreign income, which they estimate would reduce S&amp;P 500 earnings by 5% in 2022.</p><p><blockquote>高盛分析师预计，企业税率将提高至25%，外国收入税率拟议上调的约一半将获得通过，他们估计这将使标普500 2022年的盈利减少5%。</blockquote></p><p> The Labor Department is due to release its consumer price index data on Tuesday, which could shed further light on the current inflation wave and whether it is as transitory as the Fed insists.</p><p><blockquote>美国劳工部将于周二发布消费者价格指数数据，这可能会进一步揭示当前的通胀浪潮，以及它是否像美联储坚称的那样是暂时的。</blockquote></p><p> “I don’t see inflation settling back down under 2% where it was pre-pandemic,” Young added. “Even if some of those transitory forces weaken, we will still stay at a higher rate than we were before.”</p><p><blockquote>杨补充道：“我认为通胀率不会回落到大流行前的2%以下。”“即使其中一些过渡力量减弱，我们仍将保持比以前更高的速度。”</blockquote></p><p> Other key indicators due this week include retail sales and consumer sentiment, which could illuminate how much the demand boom driven by economic re-engagement has been dampened by the highly contagious COVID-19 Delta variant.</p><p><blockquote>本周公布的其他关键指标包括零售销售和消费者信心，这可能表明经济重新参与推动的需求繁荣在多大程度上受到了高度传染性的COVID-19德尔塔变异毒株的抑制。</blockquote></p><p> The Dow Jones Industrial Average rose 261.91 points, or 0.76%, to 34,869.63, the S&amp;P 500 gained 10.15 points, or 0.23%, at 4,468.73 and the Nasdaq Composite dropped 9.91 points, or 0.07%, to 15,105.58.</p><p><blockquote>道琼斯工业平均指数上涨261.91点，涨幅0.76%，至34,869.63点；标普500上涨10.15点，涨幅0.23%，至4,468.73点；纳斯达克综合指数下跌9.91点，涨幅0.07%，至15,105.58点。</blockquote></p><p> Of the 11 major sectors in the S&amp;P 500, healthcare suffered the largest percentage loss, while energy, buoyed by rising crude prices was the biggest gainer.</p><p><blockquote>在标普500 11个主要板块中，医疗保健板块跌幅最大，而受原油价格上涨提振的能源板块涨幅最大。</blockquote></p><p> Shares of vaccine makers Moderna and Pfizer Inc sank 6.6% and 2.2%, respectively, after experts said COVID booster shots are not widely needed.</p><p><blockquote>在专家表示不广泛需要新冠加强注射后，疫苗制造商Moderna和辉瑞公司的股价分别下跌6.6%和2.2%。</blockquote></p><p> Coinbase Global Inc announced plans to raise about $1.5 billion through a debt offering aimed at funding product development and potential acquisitions. The cryptocurrency exchanges shares slid 2.2%.</p><p><blockquote>Coinbase Global Inc宣布计划通过发债筹集约15亿美元，旨在为产品开发和潜在收购提供资金。加密货币交易所股价下跌2.2%。</blockquote></p><p> Salesforce.com Inc dipped 1.2% as rival Freshworks Inc’s regulatory filing indicated that the business engagement and customer engagement software company is aiming for a nearly $9 billion valuation in it U.S. debut.</p><p><blockquote>Salesforce.com Inc下跌1.2%，竞争对手Freshworks Inc的监管文件显示，这家业务参与和客户参与软件公司的目标是在美国首次亮相时估值接近90亿美元。</blockquote></p><p> Advancing issues outnumbered declining ones on the NYSE by a 1.60-to-1 ratio; on Nasdaq, a 1.02-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所上涨股与下跌股的比例为1.60比1；在纳斯达克，1.02比1的比率有利于上涨者。</blockquote></p><p> The S&amp;P 500 posted 12 new 52-week highs and one new low; the Nasdaq Composite recorded 53 new highs and 71 new lows.</p><p><blockquote>标普500创下12个52周新高和1个新低；纳斯达克综合指数录得53个新高和71个新低。</blockquote></p><p> Volume on U.S. exchanges was 10.30 billion shares, compared with the 9.29 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为103亿股，而过去20个交易日的平均成交量为92.9亿股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-snaps-losing-streak-with-tax-hikes-inflation-data-on-horizon-idUSL1N2QF2DB\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-snaps-losing-streak-with-tax-hikes-inflation-data-on-horizon-idUSL1N2QF2DB","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178276551","content_text":"NEW YORK (Reuters) - The S&P 500 closed higher on Monday, ending a five-day losing streak as investors focused on potential corporate tax hikes and upcoming economic data.\nThe Dow Jones Industrial Average also advanced, but the Nasdaq Composite Index ended lower.\nInvestors favored value over growth, with stocks set to benefit most from a resurging economy enjoying the biggest percentage gains.\n“There are probably not a lot of positive surprises coming this month,” said Liz Young, head of investment strategy at SoFi in New York. “We’re having another period of volatility where I think that rotation could go back to cyclicals and the reopened trade, as the 10-year bond rate slowly grinds higher through the end of the year.”\nMarket participants are focused on the likely passage of U.S. President Joe Biden’s $3.5 trillion budget package, which is expected to include a proposed corporate tax rate hike to 26.5% from 21%.\nGoldman Sachs analysts see the corporate tax rate increasing to 25% and the passage of about half of a proposed increase to tax rates on foreign income, which they estimate would reduce S&P 500 earnings by 5% in 2022.\nThe Labor Department is due to release its consumer price index data on Tuesday, which could shed further light on the current inflation wave and whether it is as transitory as the Fed insists.\n“I don’t see inflation settling back down under 2% where it was pre-pandemic,” Young added. “Even if some of those transitory forces weaken, we will still stay at a higher rate than we were before.”\nOther key indicators due this week include retail sales and consumer sentiment, which could illuminate how much the demand boom driven by economic re-engagement has been dampened by the highly contagious COVID-19 Delta variant.\nThe Dow Jones Industrial Average rose 261.91 points, or 0.76%, to 34,869.63, the S&P 500 gained 10.15 points, or 0.23%, at 4,468.73 and the Nasdaq Composite dropped 9.91 points, or 0.07%, to 15,105.58.\nOf the 11 major sectors in the S&P 500, healthcare suffered the largest percentage loss, while energy, buoyed by rising crude prices was the biggest gainer.\nShares of vaccine makers Moderna and Pfizer Inc sank 6.6% and 2.2%, respectively, after experts said COVID booster shots are not widely needed.\nCoinbase Global Inc announced plans to raise about $1.5 billion through a debt offering aimed at funding product development and potential acquisitions. The cryptocurrency exchanges shares slid 2.2%.\nSalesforce.com Inc dipped 1.2% as rival Freshworks Inc’s regulatory filing indicated that the business engagement and customer engagement software company is aiming for a nearly $9 billion valuation in it U.S. debut.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.60-to-1 ratio; on Nasdaq, a 1.02-to-1 ratio favored advancers.\nThe S&P 500 posted 12 new 52-week highs and one new low; the Nasdaq Composite recorded 53 new highs and 71 new lows.\nVolume on U.S. exchanges was 10.30 billion shares, compared with the 9.29 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889663523,"gmtCreate":1631145975662,"gmtModify":1631888932528,"author":{"id":"3574724399840291","authorId":"3574724399840291","name":"Jabinlim","avatar":"https://static.tigerbbs.com/16b7f0f6ddc76fb4fc1d066ca1b55493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"themes":[],"htmlText":"Sep is down month?&nbsp;","listText":"Sep is down month?&nbsp;","text":"Sep is down month?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/889663523","repostId":"2166392072","repostType":4,"isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150718955,"gmtCreate":1624927598277,"gmtModify":1633946941491,"author":{"id":"3574724399840291","authorId":"3574724399840291","name":"Jabinlim","avatar":"https://static.tigerbbs.com/16b7f0f6ddc76fb4fc1d066ca1b55493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"themes":[],"htmlText":"Love the word Bullllll!&nbsp;","listText":"Love the word Bullllll!&nbsp;","text":"Love the word Bullllll!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/150718955","repostId":"1103175848","repostType":4,"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196600591,"gmtCreate":1621045554713,"gmtModify":1634194334511,"author":{"id":"3574724399840291","authorId":"3574724399840291","name":"Jabinlim","avatar":"https://static.tigerbbs.com/16b7f0f6ddc76fb4fc1d066ca1b55493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"themes":[],"htmlText":"To the moon lol","listText":"To the moon lol","text":"To the moon lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/196600591","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":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198602724,"gmtCreate":1620953939768,"gmtModify":1634195022120,"author":{"id":"3574724399840291","authorId":"3574724399840291","name":"Jabinlim","avatar":"https://static.tigerbbs.com/16b7f0f6ddc76fb4fc1d066ca1b55493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"themes":[],"htmlText":"Can next week be green? Thanks&nbsp;","listText":"Can next week be green? Thanks&nbsp;","text":"Can next week be green? Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/198602724","repostId":"2135945620","repostType":4,"isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108612195,"gmtCreate":1620017898717,"gmtModify":1634208476082,"author":{"id":"3574724399840291","authorId":"3574724399840291","name":"Jabinlim","avatar":"https://static.tigerbbs.com/16b7f0f6ddc76fb4fc1d066ca1b55493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574724399840291","authorIdStr":"3574724399840291"},"themes":[],"htmlText":"Always after earnings the price goes down&nbsp;[捂脸]&nbsp;","listText":"Always after earnings the price goes down&nbsp;[捂脸]&nbsp;","text":"Always after earnings the price goes down [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/108612195","repostId":"1135819410","repostType":4,"repost":{"id":"1135819410","kind":"news","pubTimestamp":1619999342,"share":"https://www.laohu8.com/m/news/1135819410?lang=zh_CN&edition=full","pubTime":"2021-05-03 07:49","market":"us","language":"en","title":"Uber, Pfizer, PayPal, T-Mobile, ViacomCBS, General Motors, and Other Stocks for Investors to Watch This Week<blockquote>Uber、辉瑞、PayPal、T-Mobile、ViacomCBS、General Motors等本周值得投资者关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1135819410","media":"Barrons","summary":"It’s another packed week of earnings reports, with 130 S&P 500 companies on deck to release their fi","content":"<p>It’s another packed week of earnings reports, with 130 S&amp;P 500 companies on deck to release their first-quarter results. Estée Lauder is among Monday’s highlights, before things pick up on Tuesday:&nbsp;Activision Blizzard, CVS Health, DuPont, Pfizer, and T-Mobile US all report.</p><p><blockquote>又是财报密集的一周，130家标普500公司即将发布第一季度业绩。雅诗兰黛是周一的亮点之一，周二情况有所好转：动视暴雪、CVS Health、杜邦、辉瑞和T-Mobile US均报告。</blockquote></p><p>On Wednesday,&nbsp;Barrick Gold, Booking Holdings, General Motors, PayPal Holdings, and Uber Technologies release earnings.&nbsp;Anheuser-Busch InBev, Moderna, Regeneron Pharmaceuticals, Square, and ViacomCBS go on Thursday. And finally, Cigna closes the week on&nbsp;Friday.</p><p><blockquote>周三，Barrick Gold、Booking Holdings、General Motors、PayPal控股和Uber Technologies将发布财报。百威英博、Moderna、再生元制药、Square和ViacomCBS将于周四发布。最后，Cigna将于周五结束这一周。</blockquote></p><p><img src=\"https://static.tigerbbs.com/e1a866fbe5118566e68842053d76e2b9\" tg-width=\"1382\" tg-height=\"750\"></p><p><blockquote></blockquote></p><p>On the economic calendar this week, the&nbsp;main event will jobs Friday.&nbsp;The Bureau of Labor Statistics is forecast to report a gain of 975,000 nonfarm payrolls in April, and an unemployment rate of 5.8%—down from 6% a month earlier.</p><p><blockquote>在本周的经济日历上，主要事件将是周五的就业。美国劳工统计局预计将报告4月份非农就业人数增加97.5万人，失业率为5.8%，低于一个月前的6%。</blockquote></p><p>Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for April on Monday and its&nbsp;Services equivalent on Wednesday.</p><p><blockquote>本周公布的其他数据包括供应管理协会周一公布的4月份制造业采购经理人指数和周三公布的服务业采购经理人指数。</blockquote></p><p>Enterprise Products Partners&nbsp;and Estée Lauder release earnings.</p><p><blockquote>企业产品合作伙伴和雅诗兰黛发布收益。</blockquote></p><p>Merck and&nbsp;Public Storage&nbsp;hold virtual investor days.</p><p><blockquote>默克和Public Storage举办虚拟投资者日。</blockquote></p><p><b>The Census Bureau</b>&nbsp;reports construction-spending data for March. Consensus estimate is for a 0.6% month-over-month increase in construction spending to a seasonally adjusted annual rate of $1.53 trillion.</p><p><blockquote><b>人口普查局</b>报告三月份建筑支出数据。市场普遍预计建筑支出环比增长0.6%，经季节调整后的年率为1.53万亿美元。</blockquote></p><p><b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for April. Economists forecast a 65 reading, roughly even with the March figure. The March reading was the highest for the index since December 1983.</p><p><blockquote><b>供应研究所</b>管理层发布四月份制造业采购经理人指数。经济学家预测为65，与3月份的数据大致持平。3月份的读数是该指数自1983年12月以来的最高值。</blockquote></p><p><b>Tuesday 5/4</b></p><p><blockquote><b>星期二5/4</b></blockquote></p><p>Activision Blizzard,ConocoPhillips, Cummins, CVS Health,Dominion Energy,DuPont, Eaton, Pfizer,Sysco,and T-Mobile US report quarterly results.</p><p><blockquote>动视暴雪、康菲石油公司、康明斯、CVS Health、Dominion Energy、杜邦、伊顿、辉瑞、Sysco和T-Mobile US报告季度业绩。</blockquote></p><p>Eli Lilly&nbsp;holds a conference call to discuss its sustainability initiatives.</p><p><blockquote>礼来公司召开电话会议讨论其可持续发展计划。</blockquote></p><p>Union Pacific&nbsp;holds its 2021 virtual investor day.</p><p><blockquote>联合太平洋公司举办2021年虚拟投资者日。</blockquote></p><p><b>Wednesday 5/5</b></p><p><blockquote><b>星期三5/5</b></blockquote></p><p>Barrick Gold, Booking Holdings,BorgWarner,Emerson Electric,General Motors,Hilton Worldwide Holdings,Novo Nordisk,PayPal Holdings, and Uber Technologies release earnings.</p><p><blockquote>Barrick Gold、Booking Holdings、BorgWarner、Emerson Electric、General Motors、Hilton Worldwide Holdings、Novo Nordisk、PayPal控股和Uber Technologies发布财报。</blockquote></p><p><b>ADP releases</b>&nbsp;its National Employment Report for April. Expectations are for a gain of 762,500 jobs in private-sector employment after a 517,000 increase in March.</p><p><blockquote><b>ADP释放</b>四月份全国就业报告。继3月份增加517,000个工作岗位后，预计私营部门就业岗位将增加762,500个。</blockquote></p><p><b>ISM releases</b>&nbsp;its Services PMI for April. The consensus call is for a 64.6 reading, a tick higher than the March data. The March reading was an all-time high for the index.</p><p><blockquote><b>ISM版本</b>4月份服务业PMI。普遍的看涨期权为64.6，比3月份的数据高出一个百分点。3月份的读数是该指数的历史新高。</blockquote></p><p><b>Thursday 5/6</b></p><p><blockquote><b>星期四5/6</b></blockquote></p><p>Anheuser-Busch InBev,Becton Dickinson,Expedia Group,Fidelity National Information Services,Kellogg, Linde,MetLife,Moderna, Regeneron Pharmaceuticals, Square, ViacomCBS, and&nbsp;Zoetishold conference calls to discuss quarterly results.</p><p><blockquote>百威英博、Becton Dickinson、Expedia Group、富达国家信息服务公司、家乐氏、林德、大都会人寿、Moderna、再生元制药、Square、ViacomCBS和Zoetishold在评级召开会议讨论季度业绩。</blockquote></p><p><b>The Department of Labor</b>&nbsp;reports initial jobless claims for the week ending on May 1. Initial jobless claims have averaged 611,750 a week in April and are at their lowest level since March of last year.</p><p><blockquote><b>劳工部</b>报告截至5月1日当周首次申请失业救济人数。4月份平均每周初请失业金人数为611,750人，处于去年3月以来的最低水平。</blockquote></p><p><b>The Bureau of Labor</b>&nbsp;Statistics reports labor costs and productivity for the first quarter. Expectations are for a seasonally adjusted annual rate of 2.2% productivity growth, compared with a 4.2% decline in the fourth quarter of 2020. Unit labor costs are seen falling 0.4% after rising 6% previously.</p><p><blockquote><b>劳工局</b>统计数据报告了第一季度的劳动力成本和生产率。预计经季节调整后的生产率年增长率为2.2%，而2020年第四季度为下降4.2%。单位劳动力成本在此前上涨6%后预计将下降0.4%。</blockquote></p><p><b>Friday 5/7</b></p><p><blockquote><b>星期五5/7</b></blockquote></p><p><b>The Bureau of Labor</b>&nbsp;Statistics releases the jobs report for April. Economists forecast a gain of 975,000 in nonfarm payroll employment. The unemployment rate is expected to edge down to 5.8% from 6%.</p><p><blockquote><b>劳工局</b>统计局发布四月份就业报告。经济学家预测非农就业人数将增加975,000人。失业率预计将从6%小幅降至5.8%。</blockquote></p><p>Cigna and&nbsp;<b>Liberty Media</b>&nbsp;report earnings.</p><p><blockquote>信诺和<b>自由媒体</b>报告收益。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Uber, Pfizer, PayPal, T-Mobile, ViacomCBS, General Motors, and Other Stocks for Investors to Watch This Week<blockquote>Uber、辉瑞、PayPal、T-Mobile、ViacomCBS、General Motors等本周值得投资者关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUber, Pfizer, PayPal, T-Mobile, ViacomCBS, General Motors, and Other Stocks for Investors to Watch This Week<blockquote>Uber、辉瑞、PayPal、T-Mobile、ViacomCBS、General Motors等本周值得投资者关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-05-03 07:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It’s another packed week of earnings reports, with 130 S&amp;P 500 companies on deck to release their first-quarter results. Estée Lauder is among Monday’s highlights, before things pick up on Tuesday:&nbsp;Activision Blizzard, CVS Health, DuPont, Pfizer, and T-Mobile US all report.</p><p><blockquote>又是财报密集的一周，130家标普500公司即将发布第一季度业绩。雅诗兰黛是周一的亮点之一，周二情况有所好转：动视暴雪、CVS Health、杜邦、辉瑞和T-Mobile US均报告。</blockquote></p><p>On Wednesday,&nbsp;Barrick Gold, Booking Holdings, General Motors, PayPal Holdings, and Uber Technologies release earnings.&nbsp;Anheuser-Busch InBev, Moderna, Regeneron Pharmaceuticals, Square, and ViacomCBS go on Thursday. And finally, Cigna closes the week on&nbsp;Friday.</p><p><blockquote>周三，Barrick Gold、Booking Holdings、General Motors、PayPal控股和Uber Technologies将发布财报。百威英博、Moderna、再生元制药、Square和ViacomCBS将于周四发布。最后，Cigna将于周五结束这一周。</blockquote></p><p><img src=\"https://static.tigerbbs.com/e1a866fbe5118566e68842053d76e2b9\" tg-width=\"1382\" tg-height=\"750\"></p><p><blockquote></blockquote></p><p>On the economic calendar this week, the&nbsp;main event will jobs Friday.&nbsp;The Bureau of Labor Statistics is forecast to report a gain of 975,000 nonfarm payrolls in April, and an unemployment rate of 5.8%—down from 6% a month earlier.</p><p><blockquote>在本周的经济日历上，主要事件将是周五的就业。美国劳工统计局预计将报告4月份非农就业人数增加97.5万人，失业率为5.8%，低于一个月前的6%。</blockquote></p><p>Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for April on Monday and its&nbsp;Services equivalent on Wednesday.</p><p><blockquote>本周公布的其他数据包括供应管理协会周一公布的4月份制造业采购经理人指数和周三公布的服务业采购经理人指数。</blockquote></p><p>Enterprise Products Partners&nbsp;and Estée Lauder release earnings.</p><p><blockquote>企业产品合作伙伴和雅诗兰黛发布收益。</blockquote></p><p>Merck and&nbsp;Public Storage&nbsp;hold virtual investor days.</p><p><blockquote>默克和Public Storage举办虚拟投资者日。</blockquote></p><p><b>The Census Bureau</b>&nbsp;reports construction-spending data for March. Consensus estimate is for a 0.6% month-over-month increase in construction spending to a seasonally adjusted annual rate of $1.53 trillion.</p><p><blockquote><b>人口普查局</b>报告三月份建筑支出数据。市场普遍预计建筑支出环比增长0.6%，经季节调整后的年率为1.53万亿美元。</blockquote></p><p><b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for April. Economists forecast a 65 reading, roughly even with the March figure. The March reading was the highest for the index since December 1983.</p><p><blockquote><b>供应研究所</b>管理层发布四月份制造业采购经理人指数。经济学家预测为65，与3月份的数据大致持平。3月份的读数是该指数自1983年12月以来的最高值。</blockquote></p><p><b>Tuesday 5/4</b></p><p><blockquote><b>星期二5/4</b></blockquote></p><p>Activision Blizzard,ConocoPhillips, Cummins, CVS Health,Dominion Energy,DuPont, Eaton, Pfizer,Sysco,and T-Mobile US report quarterly results.</p><p><blockquote>动视暴雪、康菲石油公司、康明斯、CVS Health、Dominion Energy、杜邦、伊顿、辉瑞、Sysco和T-Mobile US报告季度业绩。</blockquote></p><p>Eli Lilly&nbsp;holds a conference call to discuss its sustainability initiatives.</p><p><blockquote>礼来公司召开电话会议讨论其可持续发展计划。</blockquote></p><p>Union Pacific&nbsp;holds its 2021 virtual investor day.</p><p><blockquote>联合太平洋公司举办2021年虚拟投资者日。</blockquote></p><p><b>Wednesday 5/5</b></p><p><blockquote><b>星期三5/5</b></blockquote></p><p>Barrick Gold, Booking Holdings,BorgWarner,Emerson Electric,General Motors,Hilton Worldwide Holdings,Novo Nordisk,PayPal Holdings, and Uber Technologies release earnings.</p><p><blockquote>Barrick Gold、Booking Holdings、BorgWarner、Emerson Electric、General Motors、Hilton Worldwide Holdings、Novo Nordisk、PayPal控股和Uber Technologies发布财报。</blockquote></p><p><b>ADP releases</b>&nbsp;its National Employment Report for April. Expectations are for a gain of 762,500 jobs in private-sector employment after a 517,000 increase in March.</p><p><blockquote><b>ADP释放</b>四月份全国就业报告。继3月份增加517,000个工作岗位后，预计私营部门就业岗位将增加762,500个。</blockquote></p><p><b>ISM releases</b>&nbsp;its Services PMI for April. The consensus call is for a 64.6 reading, a tick higher than the March data. The March reading was an all-time high for the index.</p><p><blockquote><b>ISM版本</b>4月份服务业PMI。普遍的看涨期权为64.6，比3月份的数据高出一个百分点。3月份的读数是该指数的历史新高。</blockquote></p><p><b>Thursday 5/6</b></p><p><blockquote><b>星期四5/6</b></blockquote></p><p>Anheuser-Busch InBev,Becton Dickinson,Expedia Group,Fidelity National Information Services,Kellogg, Linde,MetLife,Moderna, Regeneron Pharmaceuticals, Square, ViacomCBS, and&nbsp;Zoetishold conference calls to discuss quarterly results.</p><p><blockquote>百威英博、Becton Dickinson、Expedia Group、富达国家信息服务公司、家乐氏、林德、大都会人寿、Moderna、再生元制药、Square、ViacomCBS和Zoetishold在评级召开会议讨论季度业绩。</blockquote></p><p><b>The Department of Labor</b>&nbsp;reports initial jobless claims for the week ending on May 1. Initial jobless claims have averaged 611,750 a week in April and are at their lowest level since March of last year.</p><p><blockquote><b>劳工部</b>报告截至5月1日当周首次申请失业救济人数。4月份平均每周初请失业金人数为611,750人，处于去年3月以来的最低水平。</blockquote></p><p><b>The Bureau of Labor</b>&nbsp;Statistics reports labor costs and productivity for the first quarter. Expectations are for a seasonally adjusted annual rate of 2.2% productivity growth, compared with a 4.2% decline in the fourth quarter of 2020. Unit labor costs are seen falling 0.4% after rising 6% previously.</p><p><blockquote><b>劳工局</b>统计数据报告了第一季度的劳动力成本和生产率。预计经季节调整后的生产率年增长率为2.2%，而2020年第四季度为下降4.2%。单位劳动力成本在此前上涨6%后预计将下降0.4%。</blockquote></p><p><b>Friday 5/7</b></p><p><blockquote><b>星期五5/7</b></blockquote></p><p><b>The Bureau of Labor</b>&nbsp;Statistics releases the jobs report for April. Economists forecast a gain of 975,000 in nonfarm payroll employment. The unemployment rate is expected to edge down to 5.8% from 6%.</p><p><blockquote><b>劳工局</b>统计局发布四月份就业报告。经济学家预测非农就业人数将增加975,000人。失业率预计将从6%小幅降至5.8%。</blockquote></p><p>Cigna and&nbsp;<b>Liberty Media</b>&nbsp;report earnings.</p><p><blockquote>信诺和<b>自由媒体</b>报告收益。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/uber-pfizer-paypal-t-mobile-viacomcbs-general-motors-and-other-stocks-for-investors-to-watch-this-week-51619982000?mod=hp_LEADSUPP_2\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","UBER":"优步",".SPX":"S&P 500 Index","GM":"通用汽车","TMUS":"T-Mobile US Inc","PYPL":"PayPal",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/uber-pfizer-paypal-t-mobile-viacomcbs-general-motors-and-other-stocks-for-investors-to-watch-this-week-51619982000?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135819410","content_text":"It’s another packed week of earnings reports, with 130 S&P 500 companies on deck to release their first-quarter results. Estée Lauder is among Monday’s highlights, before things pick up on Tuesday: Activision Blizzard, CVS Health, DuPont, Pfizer, and T-Mobile US all report.On Wednesday, Barrick Gold, Booking Holdings, General Motors, PayPal Holdings, and Uber Technologies release earnings. Anheuser-Busch InBev, Moderna, Regeneron Pharmaceuticals, Square, and ViacomCBS go on Thursday. And finally, Cigna closes the week on Friday.On the economic calendar this week, the main event will jobs Friday. The Bureau of Labor Statistics is forecast to report a gain of 975,000 nonfarm payrolls in April, and an unemployment rate of 5.8%—down from 6% a month earlier.Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for April on Monday and its Services equivalent on Wednesday.Enterprise Products Partners and Estée Lauder release earnings.Merck and Public Storage hold virtual investor days.The Census Bureau reports construction-spending data for March. Consensus estimate is for a 0.6% month-over-month increase in construction spending to a seasonally adjusted annual rate of $1.53 trillion.The Institute for Supply Management releases its Manufacturing Purchasing Managers’ Index for April. Economists forecast a 65 reading, roughly even with the March figure. The March reading was the highest for the index since December 1983.Tuesday 5/4Activision Blizzard,ConocoPhillips, Cummins, CVS Health,Dominion Energy,DuPont, Eaton, Pfizer,Sysco,and T-Mobile US report quarterly results.Eli Lilly holds a conference call to discuss its sustainability initiatives.Union Pacific holds its 2021 virtual investor day.Wednesday 5/5Barrick Gold, Booking Holdings,BorgWarner,Emerson Electric,General Motors,Hilton Worldwide Holdings,Novo Nordisk,PayPal Holdings, and Uber Technologies release earnings.ADP releases its National Employment Report for April. Expectations are for a gain of 762,500 jobs in private-sector employment after a 517,000 increase in March.ISM releases its Services PMI for April. The consensus call is for a 64.6 reading, a tick higher than the March data. The March reading was an all-time high for the index.Thursday 5/6Anheuser-Busch InBev,Becton Dickinson,Expedia Group,Fidelity National Information Services,Kellogg, Linde,MetLife,Moderna, Regeneron Pharmaceuticals, Square, ViacomCBS, and Zoetishold conference calls to discuss quarterly results.The Department of Labor reports initial jobless claims for the week ending on May 1. Initial jobless claims have averaged 611,750 a week in April and are at their lowest level since March of last year.The Bureau of Labor Statistics reports labor costs and productivity for the first quarter. Expectations are for a seasonally adjusted annual rate of 2.2% productivity growth, compared with a 4.2% decline in the fourth quarter of 2020. Unit labor costs are seen falling 0.4% after rising 6% previously.Friday 5/7The Bureau of Labor Statistics releases the jobs report for April. Economists forecast a gain of 975,000 in nonfarm payroll employment. The unemployment rate is expected to edge down to 5.8% from 6%.Cigna and Liberty Media report earnings.","news_type":1,"symbols_score_info":{"PYPL":0.9,"PFE":0.9,".DJI":0.9,".SPX":0.9,"VIACP":0.9,".IXIC":0.9,"GM":0.9,"TMUS":0.9,"UBER":0.9}},"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}