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2021-11-23

Nice

Western Digital shares rose more than 7% in early trading and Micron Technology rose nearly 4%.<blockquote>西部数据股价早盘上涨超过7%，美光科技股价上涨近4%。</blockquote>

2021-12-21

Niceeee

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2021-12-06

Rise backkkkkkkk

Crypto has had a rough few days. The biggest test is still to come, Morgan Stanley strategists say.<blockquote>Crypto 这几天过得很艰难。摩根士丹利策略师表示，最大的考验尚未到来。</blockquote>

2021-11-14

Qualcomm tooooooo

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2021-12-19

Virrrr

Novavax, Vir among healthcare gainers, Pfizer posts best rally in a decade<blockquote>Novavax、Vir 跻身医疗保健涨幅之列，辉瑞创下十年来最佳涨势</blockquote>

2021-12-09

Nice

Analysts Remain Bullish On Apple Over iPhone 13, AR Glasses, App Store<blockquote>分析师仍然看好苹果 iPhone 13、AR 眼镜、App Store</blockquote>

2021-11-14

Nice! To the moon for all the sharessssss

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2021-12-19

Ftwwwwww

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2021-12-02

Good move

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2021-11-23

Rocketttt

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Five times as many adults receiving oral Otezla 30 achieved the primary endpoint of Static Physician's Global Assessment response at week 16 compared to placebo (21.6% versus 4.1%).</li>  <li>Otezla is approved for three indications in the U.S.</li>  <li><b>Price Action:</b>&nbsp;AMGN shares closed at $219.99 on Monday.</li> </ul></p><p><blockquote><ul><li>有了这一扩展的适应症，Otezla现在是第一个也是唯一一个被批准用于所有严重程度（包括轻度、中度和重度）斑块状银屑病成人患者的口服治疗药物。</li><li>FDA的批准是基于3期先进试验数据。与安慰剂组相比，接受口服Otezla 30的成人在第16周达到静态医师全球评估反应的主要终点的人数是安慰剂组的5倍（21.6%对4.1%）。</li><li>Otezla在美国被批准用于三种适应症。</li><li><b>价格行为：</b>AMGN 股价周一收于 219.99 美元。</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>Amgen's Otezla Wins FDA Approval For Psoriasis, Regardless Of Severity Level<blockquote>安进的 Otezla 赢得 FDA 批准用于治疗牛皮癣，无论严重程度如何</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\">\nAmgen's Otezla Wins FDA Approval For Psoriasis, Regardless Of Severity Level<blockquote>安进的 Otezla 赢得 FDA 批准用于治疗牛皮癣，无论严重程度如何</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-12-21 22:48</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>The&nbsp;FDA has approved&nbsp;<b>Amgen Inc's</b>&nbsp;Otezla (apremilast) to treat adult patients with plaque psoriasis who are candidates for phototherapy or systemic therapy.</p><p><blockquote>FDA已批准<b>安进公司</b>Otezla（apremilast）用于治疗适合接受光疗或全身治疗的成年斑块状银屑病患者。</blockquote></p><p> <ul>  <li>With this expanded indication, Otezla is now the first and only oral treatment approved in adult patients with plaque psoriasis across all severities, including mild, moderate, and severe.</li>  <li>The FDA approval is based on Phase 3 ADVANCE trial data. Five times as many adults receiving oral Otezla 30 achieved the primary endpoint of Static Physician's Global Assessment response at week 16 compared to placebo (21.6% versus 4.1%).</li>  <li>Otezla is approved for three indications in the U.S.</li>  <li><b>Price Action:</b>&nbsp;AMGN shares closed at $219.99 on Monday.</li> </ul></p><p><blockquote><ul><li>有了这一扩展的适应症，Otezla现在是第一个也是唯一一个被批准用于所有严重程度（包括轻度、中度和重度）斑块状银屑病成人患者的口服治疗药物。</li><li>FDA的批准是基于3期先进试验数据。与安慰剂组相比，接受口服Otezla 30的成人在第16周达到静态医师全球评估反应的主要终点的人数是安慰剂组的5倍（21.6%对4.1%）。</li><li>Otezla在美国被批准用于三种适应症。</li><li><b>价格行为：</b>AMGN 股价周一收于 219.99 美元。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMGN":"安进"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198919837","content_text":"The FDA has approved Amgen Inc's Otezla (apremilast) to treat adult patients with plaque psoriasis who are candidates for phototherapy or systemic therapy.\n\nWith this expanded indication, Otezla is now the first and only oral treatment approved in adult patients with plaque psoriasis across all severities, including mild, moderate, and severe.\nThe FDA approval is based on Phase 3 ADVANCE trial data. Five times as many adults receiving oral Otezla 30 achieved the primary endpoint of Static Physician's Global Assessment response at week 16 compared to placebo (21.6% versus 4.1%).\nOtezla is approved for three indications in the U.S.\nPrice Action: AMGN shares closed at $219.99 on Monday.","news_type":1,"symbols_score_info":{"AMGN":0.9}},"isVote":1,"tweetType":1,"viewCount":3247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693096438,"gmtCreate":1639922019704,"gmtModify":1639922019783,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574938595128690","authorIdStr":"3574938595128690"},"themes":[],"title":"","htmlText":"Ftwwwww","listText":"Ftwwwww","text":"Ftwwwww","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693096438","repostId":"2192976991","repostType":4,"isVote":1,"tweetType":1,"viewCount":2879,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693096504,"gmtCreate":1639921995704,"gmtModify":1639921995818,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574938595128690","authorIdStr":"3574938595128690"},"themes":[],"title":"","htmlText":"Virrrr","listText":"Virrrr","text":"Virrrr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693096504","repostId":"1122414343","repostType":4,"repost":{"id":"1122414343","kind":"news","pubTimestamp":1639884070,"share":"https://www.laohunote.com/m/news/1122414343?lang=zh_CN&edition=full","pubTime":"2021-12-19 11:21","market":"us","language":"en","title":"Novavax, Vir among healthcare gainers, Pfizer posts best rally in a decade<blockquote>Novavax、Vir 跻身医疗保健涨幅之列，辉瑞创下十年来最佳涨势</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122414343","media":"Seeking Alpha","summary":"The healthcare stocks in the S&P 500 outperformed all other sectors in the broader index with a ~2.5","content":"<p>The healthcare stocks in the S&amp;P 500 outperformed all other sectors in the broader index with a ~2.5% gain thanks mainly to M&amp;A prospects. <a href=\"https://laohu8.com/S/HCSG\">Healthcare</a> technology, along with names battling the resurgence of COVID-19, led the gainers while the overall index fell ~1.9%.</p><p><blockquote>标普500的医疗保健股表现优于大盘指数中的所有其他板块，涨幅约为 2.5%，这主要得益于并购前景。<a href=\"https://laohu8.com/S/HCSG\">医疗保健</a>科技股以及与 COVID-19 卷土重来作斗争的股票领涨，而整体指数下跌约 1.9%。</blockquote></p><p> Among stocks with more than $2B market capitalization and 100K average daily volume over the past week, <a href=\"https://laohu8.com/S/ARNA\">Arena Pharmaceuticals </a> dominated with a ~83.8% rise after <a href=\"https://laohu8.com/S/PFE\">Pfizer </a> agreed to acquire it in a ~$6.7B deal with 100% premium for the biotech. <a href=\"https://laohu8.com/S/CERN\">Cerner </a> also joined the M&amp;A-driven rally to gain ~20.7% over the week amid reports of a potential ~$30B bid from <a href=\"https://laohu8.com/S/ORCL\">Oracle </a> for the electronic-medical-records company.</p><p><blockquote>在过去一周市值超过 2B 美元且日均交易量超过 10 万股的股票中，<a href=\"https://laohu8.com/S/ARNA\">竞技场制药</a>之后上涨约 83.8%<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>同意以约 6.7B 美元的价格收购该公司，生物技术公司溢价 100%。<a href=\"https://laohu8.com/S/CERN\">塞纳</a>该公司也加入了并购驱动的涨势，本周上涨了约 20.7%，有报道称可能出价约 $30B<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>电子病历公司。</blockquote></p><p> Vaccine developer, <a href=\"https://laohu8.com/S/NVAX\">Novavax </a> jumped ~30.5% as investors welcomed the WHO clearance for the company’s COVID-19 shot. Further gains for the Maryland-based biotech are likely when an expert panel of the European regulators is set to review the marketing authorization for the vaccine next week.</p><p><blockquote>疫苗开发商，<a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯</a>由于投资者对该公司的 COVID-19 疫苗获得世卫组织批准表示欢迎，股价上涨了约 30.5%。当欧洲监管机构的专家小组将于下周审查该疫苗的营销授权时，这家总部位于马里兰州的生物技术公司可能会获得进一步收益。</blockquote></p><p> <a href=\"https://laohu8.com/S/BHVN\">Biohaven Pharmaceutical </a> posted a ~25.2% weekly rise after the company announced the approval for NURTEC ODT (rimegepant) in Israel, making it the first regulatory win for the migraine drug outside the U.S. Meanwhile, Vir Biotechnology (NASDAQ:VIR) surged ~23.7% to stand among best gainers for the second week this month. More data emerged this week confirming the Omicron-neutralizing effect of the company’s COVID-19 therapy developed in partnership with GlaxoSmithKline (NYSE:GSK). Rounding out the top five gainers, <a href=\"https://laohu8.com/S/ROIV\">Roivant Sciences </a> added ~22.6%.</p><p><blockquote><a href=\"https://laohu8.com/S/BHVN\">生物港制药</a>在该公司宣布在以色列批准 NURTEC ODT (rimegepant) 后，每周上涨约 25.2%，使其成为该偏头痛药物在美国以外的首次监管胜利。与此同时，Vir Biotechnology（纳斯达克股票代码：VIR）飙升约 23.7%，跻身本月第二周涨幅最大的股票之列。本周有更多数据证实了该公司与葛兰素史克公司（纽约证券交易所股票代码：GSK）合作开发的 COVID-19 疗法具有中和奥密克戎的效果。四舍五入，<a href=\"https://laohu8.com/S/ROIV\">Roivant科学</a>增加了~22.6%。</blockquote></p><p> Notable gainer: <a href=\"https://laohu8.com/S/PFE\">Pfizer</a> (PFE) made headlines throughout the week, raising its sales guidance for the COVID-19 vaccine once again as the rapidly spreading Omicron variant highlighted the need for booster shots. Despite an abrupt end to its six-day rally on Friday, the <a href=\"https://laohu8.com/S/NWY\">New York</a>-based pharma giant with a ~12.7% rise recorded its best weekly gain since March 2009.</p><p><blockquote>显著涨幅：<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>(PFE) 本周成为头条新闻，再次上调了 COVID-19 疫苗的销售指导，因为快速传播的奥密克戎变种凸显了加强注射的必要性。尽管周五为期六天的涨势突然结束，<a href=\"https://laohu8.com/S/NWY\">纽约</a>这家总部位于 - 的制药巨头股价上涨约 12.7%，创下自 2009 年 3 月以来的最佳单周涨幅。</blockquote></p><p> Among worst performers of the week, two newly IPO’ed biotechs, Instil Bio (NASDAQ:TIL) and Exscientia (NASDAQ:EXAI), stood out, falling 19.3% and ~13.5%, respectively, despite their favorable ratings on Wall Street. Meanwhile, GoodRx Holdings (NASDAQ:GDRX), an operator of a price comparison platform for prescription medicine slumped ~15.6%.</p><p><blockquote>在本周表现最差的公司中，两家新上市的生物技术公司Instil Bio（纳斯达克股票代码：TIL）和Exscientia（纳斯达克股票代码：EXAI）脱颖而出，尽管它们在华尔街的评级很好，但分别下跌了19.3%和约13.5%。与此同时，处方药价格比较平台运营商 GoodRx Holdings（纳斯达克股票代码：GDRX）股价下跌约 15.6%。</blockquote></p><p> Last week’s best performer, <a href=\"https://laohu8.com/S/BHG\">Bright Health Group</a>, crashed ~13.1%, hurt by the sole Sell rating issued by <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> even as the investment bank kicked off its coverage on managed care with largely positive views.</p><p><blockquote>上周最佳表演者、<a href=\"https://laohu8.com/S/BHG\">光明健康集团</a>，暴跌约13.1%，受到唯一发布的卖出评级的影响<a href=\"https://laohu8.com/S/GS\">高盛</a>尽管这家投资银行以基本上积极的看法开始了对管理式医疗的报道。</blockquote></p><p> Allogene Therapeutics (NASDAQ:ALLO) dropped ~12.3% after the company’s ASH presentations on Phase 1 data for experimental allogeneic <a href=\"https://laohu8.com/S/00699\">CAR</a> T therapies failed to excite investors, including Cathie Wood’s Ark Investment Management, which sold ~1.6M shares of the biotech several days later.</p><p><blockquote>Allogene Therapeutics（纳斯达克股票代码：ALLO）股价下跌约 12.3%，此前该公司在 ASH 上介绍了实验性 allogeneic 的 1 期数据。<a href=\"https://laohu8.com/S/00699\">车</a>T therapies 未能让投资者兴奋不已，其中包括凯西-伍德（Cathie Wood）的方舟投资管理公司（Ark Investment Management），该公司在几天后卖出了约 160 万股该生物技术公司的股票。</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>Novavax, Vir among healthcare gainers, Pfizer posts best rally in a decade<blockquote>Novavax、Vir 跻身医疗保健涨幅之列，辉瑞创下十年来最佳涨势</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\">\nNovavax, Vir among healthcare gainers, Pfizer posts best rally in a decade<blockquote>Novavax、Vir 跻身医疗保健涨幅之列，辉瑞创下十年来最佳涨势</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\">2021-12-19 11:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The healthcare stocks in the S&amp;P 500 outperformed all other sectors in the broader index with a ~2.5% gain thanks mainly to M&amp;A prospects. <a href=\"https://laohu8.com/S/HCSG\">Healthcare</a> technology, along with names battling the resurgence of COVID-19, led the gainers while the overall index fell ~1.9%.</p><p><blockquote>标普500的医疗保健股表现优于大盘指数中的所有其他板块，涨幅约为 2.5%，这主要得益于并购前景。<a href=\"https://laohu8.com/S/HCSG\">医疗保健</a>科技股以及与 COVID-19 卷土重来作斗争的股票领涨，而整体指数下跌约 1.9%。</blockquote></p><p> Among stocks with more than $2B market capitalization and 100K average daily volume over the past week, <a href=\"https://laohu8.com/S/ARNA\">Arena Pharmaceuticals </a> dominated with a ~83.8% rise after <a href=\"https://laohu8.com/S/PFE\">Pfizer </a> agreed to acquire it in a ~$6.7B deal with 100% premium for the biotech. <a href=\"https://laohu8.com/S/CERN\">Cerner </a> also joined the M&amp;A-driven rally to gain ~20.7% over the week amid reports of a potential ~$30B bid from <a href=\"https://laohu8.com/S/ORCL\">Oracle </a> for the electronic-medical-records company.</p><p><blockquote>在过去一周市值超过 2B 美元且日均交易量超过 10 万股的股票中，<a href=\"https://laohu8.com/S/ARNA\">竞技场制药</a>之后上涨约 83.8%<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>同意以约 6.7B 美元的价格收购该公司，生物技术公司溢价 100%。<a href=\"https://laohu8.com/S/CERN\">塞纳</a>该公司也加入了并购驱动的涨势，本周上涨了约 20.7%，有报道称可能出价约 $30B<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>电子病历公司。</blockquote></p><p> Vaccine developer, <a href=\"https://laohu8.com/S/NVAX\">Novavax </a> jumped ~30.5% as investors welcomed the WHO clearance for the company’s COVID-19 shot. Further gains for the Maryland-based biotech are likely when an expert panel of the European regulators is set to review the marketing authorization for the vaccine next week.</p><p><blockquote>疫苗开发商，<a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯</a>由于投资者对该公司的 COVID-19 疫苗获得世卫组织批准表示欢迎，股价上涨了约 30.5%。当欧洲监管机构的专家小组将于下周审查该疫苗的营销授权时，这家总部位于马里兰州的生物技术公司可能会获得进一步收益。</blockquote></p><p> <a href=\"https://laohu8.com/S/BHVN\">Biohaven Pharmaceutical </a> posted a ~25.2% weekly rise after the company announced the approval for NURTEC ODT (rimegepant) in Israel, making it the first regulatory win for the migraine drug outside the U.S. Meanwhile, Vir Biotechnology (NASDAQ:VIR) surged ~23.7% to stand among best gainers for the second week this month. More data emerged this week confirming the Omicron-neutralizing effect of the company’s COVID-19 therapy developed in partnership with GlaxoSmithKline (NYSE:GSK). Rounding out the top five gainers, <a href=\"https://laohu8.com/S/ROIV\">Roivant Sciences </a> added ~22.6%.</p><p><blockquote><a href=\"https://laohu8.com/S/BHVN\">生物港制药</a>在该公司宣布在以色列批准 NURTEC ODT (rimegepant) 后，每周上涨约 25.2%，使其成为该偏头痛药物在美国以外的首次监管胜利。与此同时，Vir Biotechnology（纳斯达克股票代码：VIR）飙升约 23.7%，跻身本月第二周涨幅最大的股票之列。本周有更多数据证实了该公司与葛兰素史克公司（纽约证券交易所股票代码：GSK）合作开发的 COVID-19 疗法具有中和奥密克戎的效果。四舍五入，<a href=\"https://laohu8.com/S/ROIV\">Roivant科学</a>增加了~22.6%。</blockquote></p><p> Notable gainer: <a href=\"https://laohu8.com/S/PFE\">Pfizer</a> (PFE) made headlines throughout the week, raising its sales guidance for the COVID-19 vaccine once again as the rapidly spreading Omicron variant highlighted the need for booster shots. Despite an abrupt end to its six-day rally on Friday, the <a href=\"https://laohu8.com/S/NWY\">New York</a>-based pharma giant with a ~12.7% rise recorded its best weekly gain since March 2009.</p><p><blockquote>显著涨幅：<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>(PFE) 本周成为头条新闻，再次上调了 COVID-19 疫苗的销售指导，因为快速传播的奥密克戎变种凸显了加强注射的必要性。尽管周五为期六天的涨势突然结束，<a href=\"https://laohu8.com/S/NWY\">纽约</a>这家总部位于 - 的制药巨头股价上涨约 12.7%，创下自 2009 年 3 月以来的最佳单周涨幅。</blockquote></p><p> Among worst performers of the week, two newly IPO’ed biotechs, Instil Bio (NASDAQ:TIL) and Exscientia (NASDAQ:EXAI), stood out, falling 19.3% and ~13.5%, respectively, despite their favorable ratings on Wall Street. Meanwhile, GoodRx Holdings (NASDAQ:GDRX), an operator of a price comparison platform for prescription medicine slumped ~15.6%.</p><p><blockquote>在本周表现最差的公司中，两家新上市的生物技术公司Instil Bio（纳斯达克股票代码：TIL）和Exscientia（纳斯达克股票代码：EXAI）脱颖而出，尽管它们在华尔街的评级很好，但分别下跌了19.3%和约13.5%。与此同时，处方药价格比较平台运营商 GoodRx Holdings（纳斯达克股票代码：GDRX）股价下跌约 15.6%。</blockquote></p><p> Last week’s best performer, <a href=\"https://laohu8.com/S/BHG\">Bright Health Group</a>, crashed ~13.1%, hurt by the sole Sell rating issued by <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> even as the investment bank kicked off its coverage on managed care with largely positive views.</p><p><blockquote>上周最佳表演者、<a href=\"https://laohu8.com/S/BHG\">光明健康集团</a>，暴跌约13.1%，受到唯一发布的卖出评级的影响<a href=\"https://laohu8.com/S/GS\">高盛</a>尽管这家投资银行以基本上积极的看法开始了对管理式医疗的报道。</blockquote></p><p> Allogene Therapeutics (NASDAQ:ALLO) dropped ~12.3% after the company’s ASH presentations on Phase 1 data for experimental allogeneic <a href=\"https://laohu8.com/S/00699\">CAR</a> T therapies failed to excite investors, including Cathie Wood’s Ark Investment Management, which sold ~1.6M shares of the biotech several days later.</p><p><blockquote>Allogene Therapeutics（纳斯达克股票代码：ALLO）股价下跌约 12.3%，此前该公司在 ASH 上介绍了实验性 allogeneic 的 1 期数据。<a href=\"https://laohu8.com/S/00699\">车</a>T therapies 未能让投资者兴奋不已，其中包括凯西-伍德（Cathie Wood）的方舟投资管理公司（Ark Investment Management），该公司在几天后卖出了约 160 万股该生物技术公司的股票。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3781487-novavax-vir-among-healthcare-gainers-pfizer-posts-best-rally-in-a-decade\">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":{"ORCL":"甲骨文","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4007":"制药","PFE":"辉瑞","ARNA":"阿里那","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","BK4568":"美国抗疫概念"},"source_url":"https://seekingalpha.com/news/3781487-novavax-vir-among-healthcare-gainers-pfizer-posts-best-rally-in-a-decade","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122414343","content_text":"The healthcare stocks in the S&P 500 outperformed all other sectors in the broader index with a ~2.5% gain thanks mainly to M&A prospects. Healthcare technology, along with names battling the resurgence of COVID-19, led the gainers while the overall index fell ~1.9%.\nAmong stocks with more than $2B market capitalization and 100K average daily volume over the past week, Arena Pharmaceuticals  dominated with a ~83.8% rise after Pfizer  agreed to acquire it in a ~$6.7B deal with 100% premium for the biotech. Cerner  also joined the M&A-driven rally to gain ~20.7% over the week amid reports of a potential ~$30B bid from Oracle  for the electronic-medical-records company.\nVaccine developer, Novavax  jumped ~30.5% as investors welcomed the WHO clearance for the company’s COVID-19 shot. Further gains for the Maryland-based biotech are likely when an expert panel of the European regulators is set to review the marketing authorization for the vaccine next week.\nBiohaven Pharmaceutical  posted a ~25.2% weekly rise after the company announced the approval for NURTEC ODT (rimegepant) in Israel, making it the first regulatory win for the migraine drug outside the U.S. Meanwhile, Vir Biotechnology (NASDAQ:VIR) surged ~23.7% to stand among best gainers for the second week this month. More data emerged this week confirming the Omicron-neutralizing effect of the company’s COVID-19 therapy developed in partnership with GlaxoSmithKline (NYSE:GSK). Rounding out the top five gainers, Roivant Sciences  added ~22.6%.\nNotable gainer: Pfizer (PFE) made headlines throughout the week, raising its sales guidance for the COVID-19 vaccine once again as the rapidly spreading Omicron variant highlighted the need for booster shots. Despite an abrupt end to its six-day rally on Friday, the New York-based pharma giant with a ~12.7% rise recorded its best weekly gain since March 2009.\nAmong worst performers of the week, two newly IPO’ed biotechs, Instil Bio (NASDAQ:TIL) and Exscientia (NASDAQ:EXAI), stood out, falling 19.3% and ~13.5%, respectively, despite their favorable ratings on Wall Street. Meanwhile, GoodRx Holdings (NASDAQ:GDRX), an operator of a price comparison platform for prescription medicine slumped ~15.6%.\nLast week’s best performer, Bright Health Group, crashed ~13.1%, hurt by the sole Sell rating issued by Goldman Sachs even as the investment bank kicked off its coverage on managed care with largely positive views.\nAllogene Therapeutics (NASDAQ:ALLO) dropped ~12.3% after the company’s ASH presentations on Phase 1 data for experimental allogeneic CAR T therapies failed to excite investors, including Cathie Wood’s Ark Investment Management, which sold ~1.6M shares of the biotech several days later.","news_type":1,"symbols_score_info":{"ORCL":0.9,"PFE":0.9,"ARNA":0.9,"CERN":0.9}},"isVote":1,"tweetType":1,"viewCount":3278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693096362,"gmtCreate":1639921908676,"gmtModify":1639921908786,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574938595128690","authorIdStr":"3574938595128690"},"themes":[],"title":"","htmlText":"Ftwwwwww","listText":"Ftwwwwww","text":"Ftwwwwww","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693096362","repostId":"2192035909","repostType":4,"isVote":1,"tweetType":1,"viewCount":3484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602732859,"gmtCreate":1639064714525,"gmtModify":1639065935620,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574938595128690","authorIdStr":"3574938595128690"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602732859","repostId":"1181928624","repostType":4,"repost":{"id":"1181928624","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1639063477,"share":"https://www.laohunote.com/m/news/1181928624?lang=zh_CN&edition=full","pubTime":"2021-12-09 23:24","market":"us","language":"en","title":"Analysts Remain Bullish On Apple Over iPhone 13, AR Glasses, App Store<blockquote>分析师仍然看好苹果 iPhone 13、AR 眼镜、App Store</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1181928624","media":"Benzinga Earnings","summary":"Analysts remained bullish on Apple Inc over iPhone 13 and court order in support of App Store.\n\nWedb","content":"<p>Analysts remained bullish&nbsp;on&nbsp;<b>Apple Inc</b>&nbsp;over iPhone 13 and court order in support of App Store.</p><p><blockquote>分析师仍然看好<b>苹果公司</b>关于iPhone 13和支持App Store的法院命令。</blockquote></p><p> <ul>  <li><b>Wedbush</b>&nbsp;analyst Daniel Ives says that his Apple store checks, supply chain data, and iPhone order delays confirm his bullish view that demand is currently outstripping supply for iPhones 13 by roughly 10 million units globally.</li>  <li>His iPhone 13 checks continue to be much stronger than expected, with his belief that Apple is now on pace to sell north of 40 million iPhones during the holiday season despite the chip shortage headwinds.</li>  <li>The analyst estimates that there are roughly 15 million iPhone 13 upgrades in China alone for the December quarter as this critical region remains a significant source of strength for Apple.</li>  <li>Based on his recent Asia checks, Ives also believes new product introductions like the highly anticipated AR headset Apple Glasses will make their debut in the second half of 2022. It could add $20 per share to the SOTP valuation of Apple, given this massive market opportunity and tapping the broader metaverse ecosystem.</li>  <li>He has an Outperform rating and a price target of $200 on the shares, implying a 14.2% upside.</li>  <li>The ninth Circuit Court of Appeals granted Apple a stay less than 24 hours before a court-ordered injunction was set to force the company to open its App Store up to alternative payment platforms via in-app links.</li>  <li><b>Morgan Stanley</b>&nbsp;analyst Katy Huberty called the news \"an upside surprise\" that effectively allows Apple to maintain the status quo and reduces the impact of broader changes to App Store payment mechanisms until the Epic case appeal is resolved.</li>  <li>Huberty, who thinks the resolution of the Epic case appeal is \"likely months to years away,\" keeps an Overweight rating and $200 price target on Apple shares.</li>  <li>Huberty pointed out that she has already included a $1.5 billion headwind to App Store revenue in her Services forecast.</li> </ul></p><p><blockquote><ul><li><b>韦德布什</b>分析师 Daniel Ives 表示，他的苹果商店检查、供应链数据和 iPhone 订单延迟证实了他的乐观观点，即目前全球 iPhone 13 的需求量超过了约 1000 万部。</li><li>他的iPhone 13支票继续比预期强得多，他相信，尽管面临芯片短缺的阻力，苹果现在有望在假日期间销售超过4000万部iPhone。</li><li>该分析师估计，12 月份季度，仅在中国就有约 1500 万部 iPhone 13 升级，因为这一关键地区仍然是苹果的重要力量来源。</li><li>根据他最近的亚洲检查，艾夫斯还认为，备受期待的AR耳机苹果眼镜等新产品将在2022年下半年首次亮相。鉴于这一巨大的市场机会并利用更广泛的元宇宙生态系统，它可能会使苹果的 SOTP 估值每股增加 20 美元。</li><li>他对该股给予跑赢大盘评级，目标价为 200 美元，这意味着上涨空间为 14.2%。</li><li>第九巡回上诉法院在法院下令禁令迫使该公司通过应用内链接向替代支付平台开放其应用商店之前不到24小时就批准了苹果的暂缓执行令。</li><li><b>摩根士丹利</b>分析师凯蒂·休伯蒂（Katy Huberty）称这一消息是“一个上行的惊喜”，它有效地让苹果维持现状，并减少了应用商店支付机制更广泛变化的影响，直到史诗般的案件上诉得到解决。</li><li>休伯蒂认为史诗案件上诉的解决“可能需要几个月到几年的时间”，他维持苹果股票的跑赢大盘评级和 200 美元的目标价。</li><li>休伯蒂指出，她已经在服务预测中纳入了 15 亿美元对 App Store 收入的阻力。</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>Analysts Remain Bullish On Apple Over iPhone 13, AR Glasses, App Store<blockquote>分析师仍然看好苹果 iPhone 13、AR 眼镜、App Store</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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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\">\nAnalysts Remain Bullish On Apple Over iPhone 13, AR Glasses, App Store<blockquote>分析师仍然看好苹果 iPhone 13、AR 眼镜、App Store</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-12-09 23:24</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Analysts remained bullish&nbsp;on&nbsp;<b>Apple Inc</b>&nbsp;over iPhone 13 and court order in support of App Store.</p><p><blockquote>分析师仍然看好<b>苹果公司</b>关于iPhone 13和支持App Store的法院命令。</blockquote></p><p> <ul>  <li><b>Wedbush</b>&nbsp;analyst Daniel Ives says that his Apple store checks, supply chain data, and iPhone order delays confirm his bullish view that demand is currently outstripping supply for iPhones 13 by roughly 10 million units globally.</li>  <li>His iPhone 13 checks continue to be much stronger than expected, with his belief that Apple is now on pace to sell north of 40 million iPhones during the holiday season despite the chip shortage headwinds.</li>  <li>The analyst estimates that there are roughly 15 million iPhone 13 upgrades in China alone for the December quarter as this critical region remains a significant source of strength for Apple.</li>  <li>Based on his recent Asia checks, Ives also believes new product introductions like the highly anticipated AR headset Apple Glasses will make their debut in the second half of 2022. It could add $20 per share to the SOTP valuation of Apple, given this massive market opportunity and tapping the broader metaverse ecosystem.</li>  <li>He has an Outperform rating and a price target of $200 on the shares, implying a 14.2% upside.</li>  <li>The ninth Circuit Court of Appeals granted Apple a stay less than 24 hours before a court-ordered injunction was set to force the company to open its App Store up to alternative payment platforms via in-app links.</li>  <li><b>Morgan Stanley</b>&nbsp;analyst Katy Huberty called the news \"an upside surprise\" that effectively allows Apple to maintain the status quo and reduces the impact of broader changes to App Store payment mechanisms until the Epic case appeal is resolved.</li>  <li>Huberty, who thinks the resolution of the Epic case appeal is \"likely months to years away,\" keeps an Overweight rating and $200 price target on Apple shares.</li>  <li>Huberty pointed out that she has already included a $1.5 billion headwind to App Store revenue in her Services forecast.</li> </ul></p><p><blockquote><ul><li><b>韦德布什</b>分析师 Daniel Ives 表示，他的苹果商店检查、供应链数据和 iPhone 订单延迟证实了他的乐观观点，即目前全球 iPhone 13 的需求量超过了约 1000 万部。</li><li>他的iPhone 13支票继续比预期强得多，他相信，尽管面临芯片短缺的阻力，苹果现在有望在假日期间销售超过4000万部iPhone。</li><li>该分析师估计，12 月份季度，仅在中国就有约 1500 万部 iPhone 13 升级，因为这一关键地区仍然是苹果的重要力量来源。</li><li>根据他最近的亚洲检查，艾夫斯还认为，备受期待的AR耳机苹果眼镜等新产品将在2022年下半年首次亮相。鉴于这一巨大的市场机会并利用更广泛的元宇宙生态系统，它可能会使苹果的 SOTP 估值每股增加 20 美元。</li><li>他对该股给予跑赢大盘评级，目标价为 200 美元，这意味着上涨空间为 14.2%。</li><li>第九巡回上诉法院在法院下令禁令迫使该公司通过应用内链接向替代支付平台开放其应用商店之前不到24小时就批准了苹果的暂缓执行令。</li><li><b>摩根士丹利</b>分析师凯蒂·休伯蒂（Katy Huberty）称这一消息是“一个上行的惊喜”，它有效地让苹果维持现状，并减少了应用商店支付机制更广泛变化的影响，直到史诗般的案件上诉得到解决。</li><li>休伯蒂认为史诗案件上诉的解决“可能需要几个月到几年的时间”，他维持苹果股票的跑赢大盘评级和 200 美元的目标价。</li><li>休伯蒂指出，她已经在服务预测中纳入了 15 亿美元对 App Store 收入的阻力。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181928624","content_text":"Analysts remained bullish on Apple Inc over iPhone 13 and court order in support of App Store.\n\nWedbush analyst Daniel Ives says that his Apple store checks, supply chain data, and iPhone order delays confirm his bullish view that demand is currently outstripping supply for iPhones 13 by roughly 10 million units globally.\nHis iPhone 13 checks continue to be much stronger than expected, with his belief that Apple is now on pace to sell north of 40 million iPhones during the holiday season despite the chip shortage headwinds.\nThe analyst estimates that there are roughly 15 million iPhone 13 upgrades in China alone for the December quarter as this critical region remains a significant source of strength for Apple.\nBased on his recent Asia checks, Ives also believes new product introductions like the highly anticipated AR headset Apple Glasses will make their debut in the second half of 2022. It could add $20 per share to the SOTP valuation of Apple, given this massive market opportunity and tapping the broader metaverse ecosystem.\nHe has an Outperform rating and a price target of $200 on the shares, implying a 14.2% upside.\nThe ninth Circuit Court of Appeals granted Apple a stay less than 24 hours before a court-ordered injunction was set to force the company to open its App Store up to alternative payment platforms via in-app links.\nMorgan Stanley analyst Katy Huberty called the news \"an upside surprise\" that effectively allows Apple to maintain the status quo and reduces the impact of broader changes to App Store payment mechanisms until the Epic case appeal is resolved.\nHuberty, who thinks the resolution of the Epic case appeal is \"likely months to years away,\" keeps an Overweight rating and $200 price target on Apple shares.\nHuberty pointed out that she has already included a $1.5 billion headwind to App Store revenue in her Services forecast.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3896,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608746416,"gmtCreate":1638795767490,"gmtModify":1638795979841,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574938595128690","authorIdStr":"3574938595128690"},"themes":[],"title":"","htmlText":"Rise backkkkkkkk","listText":"Rise backkkkkkkk","text":"Rise backkkkkkkk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608746416","repostId":"2189955504","repostType":4,"repost":{"id":"2189955504","kind":"highlight","pubTimestamp":1638795003,"share":"https://www.laohunote.com/m/news/2189955504?lang=zh_CN&edition=full","pubTime":"2021-12-06 20:50","market":"fut","language":"en","title":"Crypto has had a rough few days. The biggest test is still to come, Morgan Stanley strategists say.<blockquote>Crypto 这几天过得很艰难。摩根士丹利策略师表示，最大的考验尚未到来。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2189955504","media":"MarketWatch","summary":"It wasn't a great weekend in the cryptospace.\nBitcoin fell into the low $42,000 level over the weeke","content":"<p>It wasn't a great weekend in the cryptospace.</p><p><blockquote>在密码领域，这不是一个美好的周末。</blockquote></p><p> Bitcoin&nbsp;fell into the low $42,000 level over the weekend -- a nearly 30% drop -- and its recovery to the $48,000 level was still a roughly 8% drop from Friday. Anyway, $42,000 is a lot better than zero, which is what some holders of various cryptos were looking at after hackers stole $150 million from BitMart. And last week, someone stole tokens worth $120 million from the decentralized finance platform BadgerDAO.</p><p><blockquote>比特币上周末跌至 42,000 美元的低位，跌幅近 30%，恢复至 48,000 美元的水平仍较周五下跌约 8%。无论如何，42,000 美元比零好多了，这也是黑客从 BitMart 窃取 1.5 亿美元后一些各种密码持有者所关注的。上周，有人从去中心化金融平台 BadgerDAO 窃取了价值 1.2 亿美元的代币。</blockquote></p><p> Still, the adage is to buy when there's blood in the streets, and El Salvador President Nayib Bukele said he got on the phone (yes, the phone) to buy 150 bitcoin for his country, at an average price of $48,670.</p><p><blockquote>尽管如此，格言还是在街上有血的时候购买，萨尔瓦多总统纳伊布·布克莱说，他打电话（是的，电话）为他的国家购买了150辆比特币，平均价格为48,670美元。</blockquote></p><p> Nicholas Colas, co-founder of DataTrek Research, said it's no accident the big decline came during the weekend, which he said was likely the result of forced selling. \"Worth noting: there is no common global regulatory framework for financial leverage associated with virtual currency trading. We've heard of 50:1 and even 100:1 leverage for those day trading these assets. No wonder you can get a random sale at inopportune times when prices start to move around unexpectedly,\" he said.</p><p><blockquote>DataTrek Research 联合创始人尼古拉斯·科拉斯 (Nicholas Colas) 表示，周末出现大幅下跌并非偶然，他表示这可能是强制抛售的结果。“值得注意的是：对于与虚拟货币交易相关的财务杠杆，没有共同的全球监管框架。我们听说过这些资产的日内交易杠杆为 50:1 甚至 100:1。难怪你会在价格开始意外波动的不合时宜的时候进行随机抛售，”他说。</blockquote></p><p> Putting the last week's events to the side, crypto is heading to a challenging time -- a Federal Reserve rate-hike cycle. Morgan Stanley strategist Michelle Weaver said it's one of the four major investment debates the broker's analysts identified for the next year.</p><p><blockquote>撇开上周的事件不谈，加密货币正走向一个充满挑战的时期——美联储加息周期。摩根士丹利策略师米歇尔·韦弗表示，这是该券商分析师确定的明年四大投资辩论之一。</blockquote></p><p> \"Bitcoin came from the aftermath of the global financial crisis and was a response to the Fed's quantitative easing policies and poor sentiment around traditional banking. Some retail customers are choosing cryptocurrency as they want to transact in a decentralized system without banks. However, if capital no longer remains cheap, can preferences for cryptocurrency-based transactions persist if they remain higher cost, higher risk, and less convenient than existing payment systems,\" she asked.</p><p><blockquote>“比特币诞生于全球金融危机的余波，是对美联储量化宽松政策和传统银行业不佳情绪的回应。一些零售客户选择加密货币，因为他们希望在没有银行的去中心化系统中进行交易。然而，如果资本不再便宜，如果基于加密货币的交易仍然比现有支付系统成本更高、风险更高、便利性更差，那么对基于加密货币的交易的偏好是否会持续下去，”她问道。</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>Crypto has had a rough few days. The biggest test is still to come, Morgan Stanley strategists say.<blockquote>Crypto 这几天过得很艰难。摩根士丹利策略师表示，最大的考验尚未到来。</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\">\nCrypto has had a rough few days. The biggest test is still to come, Morgan Stanley strategists say.<blockquote>Crypto 这几天过得很艰难。摩根士丹利策略师表示，最大的考验尚未到来。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-12-06 20:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It wasn't a great weekend in the cryptospace.</p><p><blockquote>在密码领域，这不是一个美好的周末。</blockquote></p><p> Bitcoin&nbsp;fell into the low $42,000 level over the weekend -- a nearly 30% drop -- and its recovery to the $48,000 level was still a roughly 8% drop from Friday. Anyway, $42,000 is a lot better than zero, which is what some holders of various cryptos were looking at after hackers stole $150 million from BitMart. And last week, someone stole tokens worth $120 million from the decentralized finance platform BadgerDAO.</p><p><blockquote>比特币上周末跌至 42,000 美元的低位，跌幅近 30%，恢复至 48,000 美元的水平仍较周五下跌约 8%。无论如何，42,000 美元比零好多了，这也是黑客从 BitMart 窃取 1.5 亿美元后一些各种密码持有者所关注的。上周，有人从去中心化金融平台 BadgerDAO 窃取了价值 1.2 亿美元的代币。</blockquote></p><p> Still, the adage is to buy when there's blood in the streets, and El Salvador President Nayib Bukele said he got on the phone (yes, the phone) to buy 150 bitcoin for his country, at an average price of $48,670.</p><p><blockquote>尽管如此，格言还是在街上有血的时候购买，萨尔瓦多总统纳伊布·布克莱说，他打电话（是的，电话）为他的国家购买了150辆比特币，平均价格为48,670美元。</blockquote></p><p> Nicholas Colas, co-founder of DataTrek Research, said it's no accident the big decline came during the weekend, which he said was likely the result of forced selling. \"Worth noting: there is no common global regulatory framework for financial leverage associated with virtual currency trading. We've heard of 50:1 and even 100:1 leverage for those day trading these assets. No wonder you can get a random sale at inopportune times when prices start to move around unexpectedly,\" he said.</p><p><blockquote>DataTrek Research 联合创始人尼古拉斯·科拉斯 (Nicholas Colas) 表示，周末出现大幅下跌并非偶然，他表示这可能是强制抛售的结果。“值得注意的是：对于与虚拟货币交易相关的财务杠杆，没有共同的全球监管框架。我们听说过这些资产的日内交易杠杆为 50:1 甚至 100:1。难怪你会在价格开始意外波动的不合时宜的时候进行随机抛售，”他说。</blockquote></p><p> Putting the last week's events to the side, crypto is heading to a challenging time -- a Federal Reserve rate-hike cycle. Morgan Stanley strategist Michelle Weaver said it's one of the four major investment debates the broker's analysts identified for the next year.</p><p><blockquote>撇开上周的事件不谈，加密货币正走向一个充满挑战的时期——美联储加息周期。摩根士丹利策略师米歇尔·韦弗表示，这是该券商分析师确定的明年四大投资辩论之一。</blockquote></p><p> \"Bitcoin came from the aftermath of the global financial crisis and was a response to the Fed's quantitative easing policies and poor sentiment around traditional banking. Some retail customers are choosing cryptocurrency as they want to transact in a decentralized system without banks. However, if capital no longer remains cheap, can preferences for cryptocurrency-based transactions persist if they remain higher cost, higher risk, and less convenient than existing payment systems,\" she asked.</p><p><blockquote>“比特币诞生于全球金融危机的余波，是对美联储量化宽松政策和传统银行业不佳情绪的回应。一些零售客户选择加密货币，因为他们希望在没有银行的去中心化系统中进行交易。然而，如果资本不再便宜，如果基于加密货币的交易仍然比现有支付系统成本更高、风险更高、便利性更差，那么对基于加密货币的交易的偏好是否会持续下去，”她问道。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/crypto-has-had-a-rough-few-days-the-biggest-test-is-still-to-come-morgan-stanley-strategists-say-11638791737?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":{"GBTC":"比特币ETF-Grayscale"},"source_url":"https://www.marketwatch.com/story/crypto-has-had-a-rough-few-days-the-biggest-test-is-still-to-come-morgan-stanley-strategists-say-11638791737?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2189955504","content_text":"It wasn't a great weekend in the cryptospace.\nBitcoin fell into the low $42,000 level over the weekend -- a nearly 30% drop -- and its recovery to the $48,000 level was still a roughly 8% drop from Friday. Anyway, $42,000 is a lot better than zero, which is what some holders of various cryptos were looking at after hackers stole $150 million from BitMart. And last week, someone stole tokens worth $120 million from the decentralized finance platform BadgerDAO.\nStill, the adage is to buy when there's blood in the streets, and El Salvador President Nayib Bukele said he got on the phone (yes, the phone) to buy 150 bitcoin for his country, at an average price of $48,670.\nNicholas Colas, co-founder of DataTrek Research, said it's no accident the big decline came during the weekend, which he said was likely the result of forced selling. \"Worth noting: there is no common global regulatory framework for financial leverage associated with virtual currency trading. We've heard of 50:1 and even 100:1 leverage for those day trading these assets. No wonder you can get a random sale at inopportune times when prices start to move around unexpectedly,\" he said.\nPutting the last week's events to the side, crypto is heading to a challenging time -- a Federal Reserve rate-hike cycle. Morgan Stanley strategist Michelle Weaver said it's one of the four major investment debates the broker's analysts identified for the next year.\n\"Bitcoin came from the aftermath of the global financial crisis and was a response to the Fed's quantitative easing policies and poor sentiment around traditional banking. Some retail customers are choosing cryptocurrency as they want to transact in a decentralized system without banks. However, if capital no longer remains cheap, can preferences for cryptocurrency-based transactions persist if they remain higher cost, higher risk, and less convenient than existing payment systems,\" she asked.","news_type":1,"symbols_score_info":{"BTCmain":0.9,"GBTC":0.9,"XBTmain":0.9,"MBTmain":0.9}},"isVote":1,"tweetType":1,"viewCount":3182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601020506,"gmtCreate":1638460564929,"gmtModify":1638460583872,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574938595128690","authorIdStr":"3574938595128690"},"themes":[],"title":"","htmlText":"Good move","listText":"Good move","text":"Good move","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601020506","repostId":"1144502876","repostType":4,"isVote":1,"tweetType":1,"viewCount":3370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875477032,"gmtCreate":1637682230794,"gmtModify":1637682230794,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574938595128690","authorIdStr":"3574938595128690"},"themes":[],"title":"","htmlText":"Rocketttt","listText":"Rocketttt","text":"Rocketttt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875477032","repostId":"1129561166","repostType":4,"isVote":1,"tweetType":1,"viewCount":3949,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875474119,"gmtCreate":1637682207932,"gmtModify":1637682207932,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574938595128690","authorIdStr":"3574938595128690"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875474119","repostId":"1127011683","repostType":4,"isVote":1,"tweetType":1,"viewCount":4019,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875474975,"gmtCreate":1637682191261,"gmtModify":1637682191261,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574938595128690","authorIdStr":"3574938595128690"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/875474975","repostId":"1192119389","repostType":4,"repost":{"id":"1192119389","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":1637679057,"share":"https://www.laohunote.com/m/news/1192119389?lang=zh_CN&edition=full","pubTime":"2021-11-23 22:50","market":"us","language":"en","title":"Western Digital shares rose more than 7% in early trading and Micron Technology rose nearly 4%.<blockquote>西部数据股价早盘上涨超过7%，美光科技股价上涨近4%。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192119389","media":"Tiger Newspress","summary":"Western Digital shares rose more than 7% in early trading and Micron Technology rose nearly 4%.\n\nMiz","content":"<p>Western&nbsp;Digital&nbsp;shares&nbsp;rose&nbsp;more&nbsp;than&nbsp;7%&nbsp;in&nbsp;early&nbsp;trading&nbsp;and&nbsp;Micron Technology&nbsp;rose&nbsp;nearly&nbsp;4%.<img src=\"https://static.tigerbbs.com/a002ee881fc7645aa99d269b0c161b2a\" tg-width=\"867\" tg-height=\"617\" referrerpolicy=\"no-referrer\"></p><p><blockquote>西部数据股价早盘上涨超过7%，美光科技股价上涨近4%。</blockquote></p><p> <ul>  <li><b>Mizuho</b>&nbsp;analyst Vijay Rakesh upgraded&nbsp;<b>Western Digital Corp</b>&nbsp;to Buy from Neutral&nbsp;with a price target of $75, up from $55, implying a 31.7% upside.</li> </ul> <ul>  <li><b>Mizuho</b>&nbsp;analyst Vijay Rakesh upgraded&nbsp;<b>Micron Technology Inc</b>&nbsp;to Buy from Neutral&nbsp;with a price target of $95, up from $75, implying a 13.3% upside.</li> </ul></p><p><blockquote><ul><li><b>瑞穗</b>分析师维杰·拉凯什升级<b>西部数据公司</b>从中性买入，目标价为 75 美元，高于 55 美元，意味着上涨空间为 31.7%。</li></ul><ul><li><b>瑞穗</b>分析师维杰·拉凯什升级<b>美光科技公司</b>从中性买入，目标价为 95 美元，高于 75 美元，意味着上涨空间为 13.3%。</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>Western Digital shares rose more than 7% in early trading and Micron Technology rose nearly 4%.<blockquote>西部数据股价早盘上涨超过7%，美光科技股价上涨近4%。</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\">\nWestern Digital shares rose more than 7% in early trading and Micron Technology rose nearly 4%.<blockquote>西部数据股价早盘上涨超过7%，美光科技股价上涨近4%。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-23 22:50</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Western&nbsp;Digital&nbsp;shares&nbsp;rose&nbsp;more&nbsp;than&nbsp;7%&nbsp;in&nbsp;early&nbsp;trading&nbsp;and&nbsp;Micron Technology&nbsp;rose&nbsp;nearly&nbsp;4%.<img src=\"https://static.tigerbbs.com/a002ee881fc7645aa99d269b0c161b2a\" tg-width=\"867\" tg-height=\"617\" referrerpolicy=\"no-referrer\"></p><p><blockquote>西部数据股价早盘上涨超过7%，美光科技股价上涨近4%。</blockquote></p><p> <ul>  <li><b>Mizuho</b>&nbsp;analyst Vijay Rakesh upgraded&nbsp;<b>Western Digital Corp</b>&nbsp;to Buy from Neutral&nbsp;with a price target of $75, up from $55, implying a 31.7% upside.</li> </ul> <ul>  <li><b>Mizuho</b>&nbsp;analyst Vijay Rakesh upgraded&nbsp;<b>Micron Technology Inc</b>&nbsp;to Buy from Neutral&nbsp;with a price target of $95, up from $75, implying a 13.3% upside.</li> </ul></p><p><blockquote><ul><li><b>瑞穗</b>分析师维杰·拉凯什升级<b>西部数据公司</b>从中性买入，目标价为 75 美元，高于 55 美元，意味着上涨空间为 31.7%。</li></ul><ul><li><b>瑞穗</b>分析师维杰·拉凯什升级<b>美光科技公司</b>从中性买入，目标价为 95 美元，高于 75 美元，意味着上涨空间为 13.3%。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","WDC":"西部数据"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192119389","content_text":"Western Digital shares rose more than 7% in early trading and Micron Technology rose nearly 4%.\n\nMizuho analyst Vijay Rakesh upgraded Western Digital Corp to Buy from Neutral with a price target of $75, up from $55, implying a 31.7% upside.\n\n\nMizuho analyst Vijay Rakesh upgraded Micron Technology Inc to Buy from Neutral with a price target of $95, up from $75, implying a 13.3% upside.","news_type":1,"symbols_score_info":{"WDC":0.9,"MU":0.9}},"isVote":1,"tweetType":1,"viewCount":3555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873171084,"gmtCreate":1636899662045,"gmtModify":1636899662128,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574938595128690","authorIdStr":"3574938595128690"},"themes":[],"title":"","htmlText":"Nice! To the moon for all the sharessssss","listText":"Nice! To the moon for all the sharessssss","text":"Nice! To the moon for all the sharessssss","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873171084","repostId":"1103944030","repostType":4,"isVote":1,"tweetType":1,"viewCount":1082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873173305,"gmtCreate":1636899522931,"gmtModify":1636899541891,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574938595128690","authorIdStr":"3574938595128690"},"themes":[],"title":"","htmlText":"Qualcomm tooooooo","listText":"Qualcomm tooooooo","text":"Qualcomm tooooooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873173305","repostId":"1103944030","repostType":4,"isVote":1,"tweetType":1,"viewCount":995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873179288,"gmtCreate":1636899456366,"gmtModify":1636899456366,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574938595128690","authorIdStr":"3574938595128690"},"themes":[],"title":"","htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873179288","repostId":"1129543601","repostType":4,"repost":{"id":"1129543601","kind":"news","pubTimestamp":1636770982,"share":"https://www.laohunote.com/m/news/1129543601?lang=zh_CN&edition=full","pubTime":"2021-11-13 10:36","market":"us","language":"en","title":"Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度超出预期，自由现金流增加，提高指引，但抛售创造机会</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129543601","media":"Seeking Alpha","summary":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li>  <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li>  <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li>  <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir 的收入环比增长 36%，同时产生 1.19 亿美元的自由现金流，利润率为 30%。</li><li>Palantir 第三季度商业收入增长 37%，政府收入同比增长 34%，显示出强劲的前瞻性增长趋势。</li><li>Palantir在2021年第三季度完成了54笔交易，合同价值至少为100万美元，其中33笔价值超过500万美元，18笔价值超过1000万美元。</li><li>Palantir 再次上调指引，预计收入同比增长 40%，达到 15.27 亿美元，自由现金流较之前的 3 亿美元增长 4 亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p><p><blockquote>一些投资者喜欢讨厌 Palantir (PLTR)，该公司过去被戏称为黑盒公司，而另一些投资者则绝对喜欢它，因为他们相信 PLTR 的软件是未来。在我之前关于 PLTR 的文章中，我表示，根据 PLTR 目前的收入趋势，他们计划在第三季度实现 3.9941 亿美元的收入，在第四季度实现 4.2322 亿美元的收入。第三季度的共识数字是3.8656亿美元的收入，PLTR在2021年第四季度实现了3.921亿美元的收入，预计为4.18亿美元。随着 PLTR 大幅下跌，盘前市场的反应只不过是一片红海，每次试图填补缺口时，螺旋式下降的下一阶段就开始了。这个消息甚至还没有被消化，但人们决定要么获利了结，要么平仓，要么对 PLTR 失去信心。</blockquote></p><p> What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p><p><blockquote>财报发布有什么不妥之处导致抛售一直徘徊在-9.03%的范围内？PLTR 收入同比增长 36%，第三季度新增 34 名客户，并完成 54 笔价值 100 万美元或以上的交易。PLTR 的剩余交易价值同比增长 50%，达到 36 亿美元，并交付了 1.01 亿美元的运营现金（利润率为 26%）和 1.99 亿美元的自由现金流（利润率为 30%）。PLTR 还提高了 2021 年的指引，因为他们现在预计收入同比增长 40%，而之前预测为 30%，并将自由现金流的预测从 3 亿美元上调至 4 亿美元。除了这些数字之外，PLTR 还宣布了新的产品平台和用例，这些平台和用例在未来具有推动收入和自由现金流的巨大潜力。我相信这次抛售是短暂的，我将其视为买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Seeking Alpha）</span></p></blockquote></p><p> <b>Palantir's revenue continues to expand on both the commercial and government side</b></p><p><blockquote><b>Palantir 的商业和政府收入持续增长</b></blockquote></p><p> Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p><p><blockquote>自PLTR上市以来，他们的商业业务一个又一个季度地扩大。上市五个季度后，PLTR的季度商业收入增加了6200万美元，增幅达55.36%。2021 年第三季度，PLTR 的商业运营收入为 1.74 亿美元，占其季度收入 3.921 亿美元的 44.38%。过去两年，PLTR的第三季度收入增长了85.11%，2020年第三季度同比增长35.11%，2021年第三季度又同比增长37.01%。PLTR 的商业剩余交易价值同比增长 101%，从 2020 年第三季度的 11 亿美元增至 2021 年第三季度的 22 亿美元。商业客户正在邀请PLTR展示他们的软件解决方案，PLTR正在赢得他们的业务。2021 年第三季度，PLTR 净增 34 家新客户，商业客户群环比增长 20%，达到 203 家。过去一年，PLTR 的商业客户群增长了 46.04%，客户数量从 139 家增加到 203 家，增加了 64 家。任何仍然将 PLTR 归类为黑匣子的人都是不准确的，因为商业市场正在了解 PLTR 的软件平台并实施其解决方案以改善运营。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p><p><blockquote>自2020年Q1以来，PLTR的季度收入增加了1.631亿美元（71.23%），平均季度增长率为9.43%。2021 年第三季度，这一趋势保持不变，收入环比增长 1610 万美元，增幅为 4.28%。虽然与 2021 年第二季度的 10.26% 相比，季度收入增长环比略有放缓，但 PLTR 预计其 2021 年第四季度收入将为 4.18 亿美元。PLTR 预计将创造另一项公司纪录，并在年底实现 2590 万美元 (6.61%) 的环比增长。</blockquote></p><p></p><p> The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p><p><blockquote>同样的增长故事也适用于他们过去12个月的总收入（TTM）。过去六个季度，PLTR 的 TTM 收入增加了 6.206 亿美元（76.55%），从 8.106 亿美元增至 14.3 亿美元。平均而言，PLTR 的 TTM 收入增长环比增长 1.0342 亿美元（9.94%）。在2020年第一季度至2020年第三季度，他们的平均环比收入增长为9403万美元，这一数字大幅增长，因为过去三个季度的环比收入都至少增长了1.05亿美元。2021 年第三季度，PLTR 的 TTM 收入增至 14.3 亿美元，环比收入增长 1.068 亿美元（8.06%）。与季度指标一样，PLTR 的 TTM 预计将环比额外增长 9590 万美元，达到 15.27 亿美元，而市场普遍预期为 15.1 亿美元。这将使 PLTR 的年收入同比增长远远超过 30% 的预测，因为到 2021 年，他们的收入将增加 4.3430 亿美元 (39.75%)</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p><p><blockquote>我很震惊PLTR仍然处于亏损状态。PLTR 是一家高增长公司，目前 FCF 为正，并正在扩大其指标。在 2020 年前 9 个月，PLTR 产生了 2.85 亿美元的自由现金流，在 2021 年前 9 个月末，PLTR 交付了 6.05 亿美元的波动，年初至今已产生 3.2 亿美元的自由现金流。PLTR 此前将 2021 年自由现金流指引提高到 300 美元，现在又将其再次提高到 4 亿多美元。在三个月的时间里，PLTR将其自由现金流预测额外增加了33.33%。第三季度，PLTR 的自由现金流利润率为 30%，他们预计 2021 年自由现金流利润率将超过 4 亿美元。至少，这意味着他们将在 2021 年额外增加 8000 万美元的自由现金流。如果 PLTR 实现 15.27 亿美元的收入和 4 亿美元的自由现金流，其 2021 年自由现金流利润率将为 26.2%。PLTR 仍预计到 2025 年年收入同比增长 30%，基于 2021 年 1527 美元的预测，他们 2025 年收入将达到 43.6 亿美元。按照 PLTR 目前的自由现金流利润率，他们将在 2025 年产生 11.4 亿美元的自由现金流。考虑到 PLTR 目前的趋势，如果他们超出预期并同比增长 35%，那么他们 2025 年收入将达到 50.7 亿美元。按照目前的自由现金流利润率，到 2025 年，他们将产生 13.3 亿美元的自由现金流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（资料来源：PLTR）</span></p></blockquote></p><p> PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p><p><blockquote>PLTR正在全力以赴。同比，他们的第三季度收入增长了 36%，他们第二次将自由现金流的指导从 3 亿美元提高到 4 亿多美元，并将年收入增长指导从 30% 提高到约 40%。PLTR 仍维持其未来同比增长 30% 的收入前景，并创造了一些令人印象深刻的利润率。PLTR 第三季度商业收入同比增长 37%，政府收入同比增长 34%。PLTR 在第三季度完成了至少 54 笔价值至少 100 万美元的交易，其中 33 笔收入至少为 500 万美元，18 笔收入至少为 1000 万美元。PLTR 的增长指标令人印象深刻，我预计他们未来将低于承诺并超额完成。</blockquote></p><p> <b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p><p><blockquote><b>Palantir 正在进入两个巨大的新领域：碳排放和加密货币</b></blockquote></p><p> In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p><p><blockquote>过去，我写过关于政府、亚马逊（纳斯达克股票代码：AMZN）和国际商业机器公司（纽约证券交易所股票代码：IBM）未来机会的文章。在今天的财报看涨期权上，PLTR 介绍了有关他们将为碳排放和加密提供的两种新产品的重要信息。</blockquote></p><p></p><p> There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as&nbsp;Exxon Mobil(NYSE:XOM)&nbsp;are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to&nbsp;scrub emissions out of the air&nbsp;and carbonate fuel cells&nbsp;to capture industrial emissions&nbsp;from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p><p><blockquote>美国在气候问题上发生了根本性的转变，拜登总统重新加入了《巴黎协定》，重新参与应对气候变化。到2050年实现整个经济净零排放计划的一部分。最近，拜登总统在苏格兰格拉斯哥举行的联合国气候峰会上承诺，将与欧盟和其他数十个国家合作，到2030年将全球甲烷排放总量减少30%。无论你对气候的立场是什么，都有许多人认为我们需要降低排放，许多国家正在努力实现一个目标。为了遵守规定，埃克森美孚（纽约证券交易所股票代码：XOM）等公司正在与外部组织一起对几项有前途的创新进行长期研究，包括用于清除空气中排放物的直接空气捕获技术和用于捕获工业排放物的碳酸盐燃料电池来自发电厂或制造设施的烟气流。碳排放管理已经是一项蓬勃发展的业务，PLTR 正在 Foundry 上创建一个模块，以显示单个窗格来查看收入、利润率、产量和所有排放，以便公司可以更有效地管理结果。就我个人而言，我相信这对于推动 PLTR 未来的收入具有巨大的潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN)&nbsp;is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p><p><blockquote>PLTR讨论的第二个巨大前景是加密铸造。看起来PLTR正在利用他们的反洗钱和了解客户的专业知识。多年来，PLTR 与多个政府合作，发现全球最大银行的合规问题，并帮助这些银行做出回应并加强其合规计划。这是完全有道理的，当你回到合同时，PLTR已经被美国国税局和美国证券交易委员会授予了（在以前的文章中讨论过）。仅在第三季度，PLTR 就与美国国税局签署了 6 份合同。如果让我猜的话，PLTR的软件会被政府方面的国税局和美国证券交易委员会使用，并被银行和加密货币交易所采用。目前，在过去24小时内，比特币基地（纳斯达克股票代码：COIN）显示比特币（BTC-USD）的交易量为438亿美元。我认为 PLTR 最终将推动其加密货币代工厂的政府和商业合同的未来收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（资料来源：Steven Fiorillo）（数据来源：联邦采购数据库）</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p><p><blockquote>PLTR已经成为市场误解其盈利并在消息大好时抛售消息的又一统计数据。还有人希望PLTR做什么？这是一个出色的季度，第三季度收入同比增长 36%，FCF 达到 1.19 亿美元，利润率为 30%，PLTR 完成了 54 笔交易，每笔交易价值超过 100 万美元。PLTR 超出收入预期，第二次上调全年收入指引，上调自由现金流指引。这是一个关于所有积极因素的卖出消息，这创造了一个买入机会。我将长期持有 PLTR，并计划如果抛售继续的话加仓。</blockquote></p><p> <b>Seeking Alpha Marketplace</b></p><p><blockquote><b>寻求阿尔法市场</b></blockquote></p><p> I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&amp;A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</p><p><blockquote>我将在Seeking Alpha市场上推出一项名为Barbell Capital的订阅服务。杠铃资本将为其成员提供独家研究、模型投资组合、投资工具、问答会议、观察列表和附加功能。我还将有一个实时投资组合，专门用于通过交易、出售看跌期权和出售备兑评级来产生资本。利润将被分配到未来的资本增值投资和股息投资中，以便在我们睡觉时产生收入。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度超出预期，自由现金流增加，提高指引，但抛售创造机会</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度超出预期，自由现金流增加，提高指引，但抛售创造机会</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-13 10:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li>  <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li>  <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li>  <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir 的收入环比增长 36%，同时产生 1.19 亿美元的自由现金流，利润率为 30%。</li><li>Palantir 第三季度商业收入增长 37%，政府收入同比增长 34%，显示出强劲的前瞻性增长趋势。</li><li>Palantir在2021年第三季度完成了54笔交易，合同价值至少为100万美元，其中33笔价值超过500万美元，18笔价值超过1000万美元。</li><li>Palantir 再次上调指引，预计收入同比增长 40%，达到 15.27 亿美元，自由现金流较之前的 3 亿美元增长 4 亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p><p><blockquote>一些投资者喜欢讨厌 Palantir (PLTR)，该公司过去被戏称为黑盒公司，而另一些投资者则绝对喜欢它，因为他们相信 PLTR 的软件是未来。在我之前关于 PLTR 的文章中，我表示，根据 PLTR 目前的收入趋势，他们计划在第三季度实现 3.9941 亿美元的收入，在第四季度实现 4.2322 亿美元的收入。第三季度的共识数字是3.8656亿美元的收入，PLTR在2021年第四季度实现了3.921亿美元的收入，预计为4.18亿美元。随着 PLTR 大幅下跌，盘前市场的反应只不过是一片红海，每次试图填补缺口时，螺旋式下降的下一阶段就开始了。这个消息甚至还没有被消化，但人们决定要么获利了结，要么平仓，要么对 PLTR 失去信心。</blockquote></p><p> What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p><p><blockquote>财报发布有什么不妥之处导致抛售一直徘徊在-9.03%的范围内？PLTR 收入同比增长 36%，第三季度新增 34 名客户，并完成 54 笔价值 100 万美元或以上的交易。PLTR 的剩余交易价值同比增长 50%，达到 36 亿美元，并交付了 1.01 亿美元的运营现金（利润率为 26%）和 1.99 亿美元的自由现金流（利润率为 30%）。PLTR 还提高了 2021 年的指引，因为他们现在预计收入同比增长 40%，而之前预测为 30%，并将自由现金流的预测从 3 亿美元上调至 4 亿美元。除了这些数字之外，PLTR 还宣布了新的产品平台和用例，这些平台和用例在未来具有推动收入和自由现金流的巨大潜力。我相信这次抛售是短暂的，我将其视为买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Seeking Alpha）</span></p></blockquote></p><p> <b>Palantir's revenue continues to expand on both the commercial and government side</b></p><p><blockquote><b>Palantir 的商业和政府收入持续增长</b></blockquote></p><p> Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p><p><blockquote>自PLTR上市以来，他们的商业业务一个又一个季度地扩大。上市五个季度后，PLTR的季度商业收入增加了6200万美元，增幅达55.36%。2021 年第三季度，PLTR 的商业运营收入为 1.74 亿美元，占其季度收入 3.921 亿美元的 44.38%。过去两年，PLTR的第三季度收入增长了85.11%，2020年第三季度同比增长35.11%，2021年第三季度又同比增长37.01%。PLTR 的商业剩余交易价值同比增长 101%，从 2020 年第三季度的 11 亿美元增至 2021 年第三季度的 22 亿美元。商业客户正在邀请PLTR展示他们的软件解决方案，PLTR正在赢得他们的业务。2021 年第三季度，PLTR 净增 34 家新客户，商业客户群环比增长 20%，达到 203 家。过去一年，PLTR 的商业客户群增长了 46.04%，客户数量从 139 家增加到 203 家，增加了 64 家。任何仍然将 PLTR 归类为黑匣子的人都是不准确的，因为商业市场正在了解 PLTR 的软件平台并实施其解决方案以改善运营。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p><p><blockquote>自2020年Q1以来，PLTR的季度收入增加了1.631亿美元（71.23%），平均季度增长率为9.43%。2021 年第三季度，这一趋势保持不变，收入环比增长 1610 万美元，增幅为 4.28%。虽然与 2021 年第二季度的 10.26% 相比，季度收入增长环比略有放缓，但 PLTR 预计其 2021 年第四季度收入将为 4.18 亿美元。PLTR 预计将创造另一项公司纪录，并在年底实现 2590 万美元 (6.61%) 的环比增长。</blockquote></p><p></p><p> The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p><p><blockquote>同样的增长故事也适用于他们过去12个月的总收入（TTM）。过去六个季度，PLTR 的 TTM 收入增加了 6.206 亿美元（76.55%），从 8.106 亿美元增至 14.3 亿美元。平均而言，PLTR 的 TTM 收入增长环比增长 1.0342 亿美元（9.94%）。在2020年第一季度至2020年第三季度，他们的平均环比收入增长为9403万美元，这一数字大幅增长，因为过去三个季度的环比收入都至少增长了1.05亿美元。2021 年第三季度，PLTR 的 TTM 收入增至 14.3 亿美元，环比收入增长 1.068 亿美元（8.06%）。与季度指标一样，PLTR 的 TTM 预计将环比额外增长 9590 万美元，达到 15.27 亿美元，而市场普遍预期为 15.1 亿美元。这将使 PLTR 的年收入同比增长远远超过 30% 的预测，因为到 2021 年，他们的收入将增加 4.3430 亿美元 (39.75%)</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p><p><blockquote>我很震惊PLTR仍然处于亏损状态。PLTR 是一家高增长公司，目前 FCF 为正，并正在扩大其指标。在 2020 年前 9 个月，PLTR 产生了 2.85 亿美元的自由现金流，在 2021 年前 9 个月末，PLTR 交付了 6.05 亿美元的波动，年初至今已产生 3.2 亿美元的自由现金流。PLTR 此前将 2021 年自由现金流指引提高到 300 美元，现在又将其再次提高到 4 亿多美元。在三个月的时间里，PLTR将其自由现金流预测额外增加了33.33%。第三季度，PLTR 的自由现金流利润率为 30%，他们预计 2021 年自由现金流利润率将超过 4 亿美元。至少，这意味着他们将在 2021 年额外增加 8000 万美元的自由现金流。如果 PLTR 实现 15.27 亿美元的收入和 4 亿美元的自由现金流，其 2021 年自由现金流利润率将为 26.2%。PLTR 仍预计到 2025 年年收入同比增长 30%，基于 2021 年 1527 美元的预测，他们 2025 年收入将达到 43.6 亿美元。按照 PLTR 目前的自由现金流利润率，他们将在 2025 年产生 11.4 亿美元的自由现金流。考虑到 PLTR 目前的趋势，如果他们超出预期并同比增长 35%，那么他们 2025 年收入将达到 50.7 亿美元。按照目前的自由现金流利润率，到 2025 年，他们将产生 13.3 亿美元的自由现金流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（资料来源：PLTR）</span></p></blockquote></p><p> PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p><p><blockquote>PLTR正在全力以赴。同比，他们的第三季度收入增长了 36%，他们第二次将自由现金流的指导从 3 亿美元提高到 4 亿多美元，并将年收入增长指导从 30% 提高到约 40%。PLTR 仍维持其未来同比增长 30% 的收入前景，并创造了一些令人印象深刻的利润率。PLTR 第三季度商业收入同比增长 37%，政府收入同比增长 34%。PLTR 在第三季度完成了至少 54 笔价值至少 100 万美元的交易，其中 33 笔收入至少为 500 万美元，18 笔收入至少为 1000 万美元。PLTR 的增长指标令人印象深刻，我预计他们未来将低于承诺并超额完成。</blockquote></p><p> <b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p><p><blockquote><b>Palantir 正在进入两个巨大的新领域：碳排放和加密货币</b></blockquote></p><p> In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p><p><blockquote>过去，我写过关于政府、亚马逊（纳斯达克股票代码：AMZN）和国际商业机器公司（纽约证券交易所股票代码：IBM）未来机会的文章。在今天的财报看涨期权上，PLTR 介绍了有关他们将为碳排放和加密提供的两种新产品的重要信息。</blockquote></p><p></p><p> There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as&nbsp;Exxon Mobil(NYSE:XOM)&nbsp;are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to&nbsp;scrub emissions out of the air&nbsp;and carbonate fuel cells&nbsp;to capture industrial emissions&nbsp;from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p><p><blockquote>美国在气候问题上发生了根本性的转变，拜登总统重新加入了《巴黎协定》，重新参与应对气候变化。到2050年实现整个经济净零排放计划的一部分。最近，拜登总统在苏格兰格拉斯哥举行的联合国气候峰会上承诺，将与欧盟和其他数十个国家合作，到2030年将全球甲烷排放总量减少30%。无论你对气候的立场是什么，都有许多人认为我们需要降低排放，许多国家正在努力实现一个目标。为了遵守规定，埃克森美孚（纽约证券交易所股票代码：XOM）等公司正在与外部组织一起对几项有前途的创新进行长期研究，包括用于清除空气中排放物的直接空气捕获技术和用于捕获工业排放物的碳酸盐燃料电池来自发电厂或制造设施的烟气流。碳排放管理已经是一项蓬勃发展的业务，PLTR 正在 Foundry 上创建一个模块，以显示单个窗格来查看收入、利润率、产量和所有排放，以便公司可以更有效地管理结果。就我个人而言，我相信这对于推动 PLTR 未来的收入具有巨大的潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN)&nbsp;is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p><p><blockquote>PLTR讨论的第二个巨大前景是加密铸造。看起来PLTR正在利用他们的反洗钱和了解客户的专业知识。多年来，PLTR 与多个政府合作，发现全球最大银行的合规问题，并帮助这些银行做出回应并加强其合规计划。这是完全有道理的，当你回到合同时，PLTR已经被美国国税局和美国证券交易委员会授予了（在以前的文章中讨论过）。仅在第三季度，PLTR 就与美国国税局签署了 6 份合同。如果让我猜的话，PLTR的软件会被政府方面的国税局和美国证券交易委员会使用，并被银行和加密货币交易所采用。目前，在过去24小时内，比特币基地（纳斯达克股票代码：COIN）显示比特币（BTC-USD）的交易量为438亿美元。我认为 PLTR 最终将推动其加密货币代工厂的政府和商业合同的未来收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（资料来源：Steven Fiorillo）（数据来源：联邦采购数据库）</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p><p><blockquote>PLTR已经成为市场误解其盈利并在消息大好时抛售消息的又一统计数据。还有人希望PLTR做什么？这是一个出色的季度，第三季度收入同比增长 36%，FCF 达到 1.19 亿美元，利润率为 30%，PLTR 完成了 54 笔交易，每笔交易价值超过 100 万美元。PLTR 超出收入预期，第二次上调全年收入指引，上调自由现金流指引。这是一个关于所有积极因素的卖出消息，这创造了一个买入机会。我将长期持有 PLTR，并计划如果抛售继续的话加仓。</blockquote></p><p> <b>Seeking Alpha Marketplace</b></p><p><blockquote><b>寻求阿尔法市场</b></blockquote></p><p> I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&amp;A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</p><p><blockquote>我将在Seeking Alpha市场上推出一项名为Barbell Capital的订阅服务。杠铃资本将为其成员提供独家研究、模型投资组合、投资工具、问答会议、观察列表和附加功能。我还将有一个实时投资组合，专门用于通过交易、出售看跌期权和出售备兑评级来产生资本。利润将被分配到未来的资本增值投资和股息投资中，以便在我们睡觉时产生收入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129543601","content_text":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.\nPalantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.\nPalantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.\nPalantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.\n\nAndreas Rentz/Getty Images Entertainment\nSome investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.\nWhat wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.\n(Source: Seeking Alpha)\nPalantir's revenue continues to expand on both the commercial and government side\nQuarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.\n(Source: Steven Fiorillo) (Data Source: Palantir)\nSince Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.\nThe same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)\n(Source: Steven Fiorillo) (Data Source: Palantir)\nI am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.\n(Source: PLTR)\nPLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.\nPalantir is entering two new sectors that are going to be huge, carbon emissions, and crypto\nIn the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.\nThere has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as Exxon Mobil(NYSE:XOM) are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to scrub emissions out of the air and carbonate fuel cells to capture industrial emissions from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.\n(Source: Palantir)\nThe second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN) is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.\n(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)\n(Source: Palantir)\nConclusion\nPLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.\nSeeking Alpha Marketplace\nI will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873179350,"gmtCreate":1636899422313,"gmtModify":1636899422313,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574938595128690","authorIdStr":"3574938595128690"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873179350","repostId":"1151602326","repostType":4,"isVote":1,"tweetType":1,"viewCount":1179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":875474975,"gmtCreate":1637682191261,"gmtModify":1637682191261,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574938595128690","authorIdStr":"3574938595128690"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/875474975","repostId":"1192119389","repostType":4,"repost":{"id":"1192119389","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":1637679057,"share":"https://www.laohunote.com/m/news/1192119389?lang=zh_CN&edition=full","pubTime":"2021-11-23 22:50","market":"us","language":"en","title":"Western Digital shares rose more than 7% in early trading and Micron Technology rose nearly 4%.<blockquote>西部数据股价早盘上涨超过7%，美光科技股价上涨近4%。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192119389","media":"Tiger Newspress","summary":"Western Digital shares rose more than 7% in early trading and Micron Technology rose nearly 4%.\n\nMiz","content":"<p>Western&nbsp;Digital&nbsp;shares&nbsp;rose&nbsp;more&nbsp;than&nbsp;7%&nbsp;in&nbsp;early&nbsp;trading&nbsp;and&nbsp;Micron Technology&nbsp;rose&nbsp;nearly&nbsp;4%.<img src=\"https://static.tigerbbs.com/a002ee881fc7645aa99d269b0c161b2a\" tg-width=\"867\" tg-height=\"617\" referrerpolicy=\"no-referrer\"></p><p><blockquote>西部数据股价早盘上涨超过7%，美光科技股价上涨近4%。</blockquote></p><p> <ul>  <li><b>Mizuho</b>&nbsp;analyst Vijay Rakesh upgraded&nbsp;<b>Western Digital Corp</b>&nbsp;to Buy from Neutral&nbsp;with a price target of $75, up from $55, implying a 31.7% upside.</li> </ul> <ul>  <li><b>Mizuho</b>&nbsp;analyst Vijay Rakesh upgraded&nbsp;<b>Micron Technology Inc</b>&nbsp;to Buy from Neutral&nbsp;with a price target of $95, up from $75, implying a 13.3% upside.</li> </ul></p><p><blockquote><ul><li><b>瑞穗</b>分析师维杰·拉凯什升级<b>西部数据公司</b>从中性买入，目标价为 75 美元，高于 55 美元，意味着上涨空间为 31.7%。</li></ul><ul><li><b>瑞穗</b>分析师维杰·拉凯什升级<b>美光科技公司</b>从中性买入，目标价为 95 美元，高于 75 美元，意味着上涨空间为 13.3%。</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>Western Digital shares rose more than 7% in early trading and Micron Technology rose nearly 4%.<blockquote>西部数据股价早盘上涨超过7%，美光科技股价上涨近4%。</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\">\nWestern Digital shares rose more than 7% in early trading and Micron Technology rose nearly 4%.<blockquote>西部数据股价早盘上涨超过7%，美光科技股价上涨近4%。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-23 22:50</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Western&nbsp;Digital&nbsp;shares&nbsp;rose&nbsp;more&nbsp;than&nbsp;7%&nbsp;in&nbsp;early&nbsp;trading&nbsp;and&nbsp;Micron Technology&nbsp;rose&nbsp;nearly&nbsp;4%.<img src=\"https://static.tigerbbs.com/a002ee881fc7645aa99d269b0c161b2a\" tg-width=\"867\" tg-height=\"617\" referrerpolicy=\"no-referrer\"></p><p><blockquote>西部数据股价早盘上涨超过7%，美光科技股价上涨近4%。</blockquote></p><p> <ul>  <li><b>Mizuho</b>&nbsp;analyst Vijay Rakesh upgraded&nbsp;<b>Western Digital Corp</b>&nbsp;to Buy from Neutral&nbsp;with a price target of $75, up from $55, implying a 31.7% upside.</li> </ul> <ul>  <li><b>Mizuho</b>&nbsp;analyst Vijay Rakesh upgraded&nbsp;<b>Micron Technology Inc</b>&nbsp;to Buy from Neutral&nbsp;with a price target of $95, up from $75, implying a 13.3% upside.</li> </ul></p><p><blockquote><ul><li><b>瑞穗</b>分析师维杰·拉凯什升级<b>西部数据公司</b>从中性买入，目标价为 75 美元，高于 55 美元，意味着上涨空间为 31.7%。</li></ul><ul><li><b>瑞穗</b>分析师维杰·拉凯什升级<b>美光科技公司</b>从中性买入，目标价为 95 美元，高于 75 美元，意味着上涨空间为 13.3%。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","WDC":"西部数据"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192119389","content_text":"Western Digital shares rose more than 7% in early trading and Micron Technology rose nearly 4%.\n\nMizuho analyst Vijay Rakesh upgraded Western Digital Corp to Buy from Neutral with a price target of $75, up from $55, implying a 31.7% upside.\n\n\nMizuho analyst Vijay Rakesh upgraded Micron Technology Inc to Buy from Neutral with a price target of $95, up from $75, implying a 13.3% upside.","news_type":1,"symbols_score_info":{"WDC":0.9,"MU":0.9}},"isVote":1,"tweetType":1,"viewCount":3555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691020174,"gmtCreate":1640099542766,"gmtModify":1640099542884,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574938595128690","authorIdStr":"3574938595128690"},"themes":[],"title":"","htmlText":"Niceeee","listText":"Niceeee","text":"Niceeee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691020174","repostId":"1198919837","repostType":4,"isVote":1,"tweetType":1,"viewCount":3247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608746416,"gmtCreate":1638795767490,"gmtModify":1638795979841,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574938595128690","authorIdStr":"3574938595128690"},"themes":[],"title":"","htmlText":"Rise backkkkkkkk","listText":"Rise backkkkkkkk","text":"Rise backkkkkkkk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608746416","repostId":"2189955504","repostType":4,"repost":{"id":"2189955504","kind":"highlight","pubTimestamp":1638795003,"share":"https://www.laohunote.com/m/news/2189955504?lang=zh_CN&edition=full","pubTime":"2021-12-06 20:50","market":"fut","language":"en","title":"Crypto has had a rough few days. The biggest test is still to come, Morgan Stanley strategists say.<blockquote>Crypto 这几天过得很艰难。摩根士丹利策略师表示，最大的考验尚未到来。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2189955504","media":"MarketWatch","summary":"It wasn't a great weekend in the cryptospace.\nBitcoin fell into the low $42,000 level over the weeke","content":"<p>It wasn't a great weekend in the cryptospace.</p><p><blockquote>在密码领域，这不是一个美好的周末。</blockquote></p><p> Bitcoin&nbsp;fell into the low $42,000 level over the weekend -- a nearly 30% drop -- and its recovery to the $48,000 level was still a roughly 8% drop from Friday. Anyway, $42,000 is a lot better than zero, which is what some holders of various cryptos were looking at after hackers stole $150 million from BitMart. And last week, someone stole tokens worth $120 million from the decentralized finance platform BadgerDAO.</p><p><blockquote>比特币上周末跌至 42,000 美元的低位，跌幅近 30%，恢复至 48,000 美元的水平仍较周五下跌约 8%。无论如何，42,000 美元比零好多了，这也是黑客从 BitMart 窃取 1.5 亿美元后一些各种密码持有者所关注的。上周，有人从去中心化金融平台 BadgerDAO 窃取了价值 1.2 亿美元的代币。</blockquote></p><p> Still, the adage is to buy when there's blood in the streets, and El Salvador President Nayib Bukele said he got on the phone (yes, the phone) to buy 150 bitcoin for his country, at an average price of $48,670.</p><p><blockquote>尽管如此，格言还是在街上有血的时候购买，萨尔瓦多总统纳伊布·布克莱说，他打电话（是的，电话）为他的国家购买了150辆比特币，平均价格为48,670美元。</blockquote></p><p> Nicholas Colas, co-founder of DataTrek Research, said it's no accident the big decline came during the weekend, which he said was likely the result of forced selling. \"Worth noting: there is no common global regulatory framework for financial leverage associated with virtual currency trading. We've heard of 50:1 and even 100:1 leverage for those day trading these assets. No wonder you can get a random sale at inopportune times when prices start to move around unexpectedly,\" he said.</p><p><blockquote>DataTrek Research 联合创始人尼古拉斯·科拉斯 (Nicholas Colas) 表示，周末出现大幅下跌并非偶然，他表示这可能是强制抛售的结果。“值得注意的是：对于与虚拟货币交易相关的财务杠杆，没有共同的全球监管框架。我们听说过这些资产的日内交易杠杆为 50:1 甚至 100:1。难怪你会在价格开始意外波动的不合时宜的时候进行随机抛售，”他说。</blockquote></p><p> Putting the last week's events to the side, crypto is heading to a challenging time -- a Federal Reserve rate-hike cycle. Morgan Stanley strategist Michelle Weaver said it's one of the four major investment debates the broker's analysts identified for the next year.</p><p><blockquote>撇开上周的事件不谈，加密货币正走向一个充满挑战的时期——美联储加息周期。摩根士丹利策略师米歇尔·韦弗表示，这是该券商分析师确定的明年四大投资辩论之一。</blockquote></p><p> \"Bitcoin came from the aftermath of the global financial crisis and was a response to the Fed's quantitative easing policies and poor sentiment around traditional banking. Some retail customers are choosing cryptocurrency as they want to transact in a decentralized system without banks. However, if capital no longer remains cheap, can preferences for cryptocurrency-based transactions persist if they remain higher cost, higher risk, and less convenient than existing payment systems,\" she asked.</p><p><blockquote>“比特币诞生于全球金融危机的余波，是对美联储量化宽松政策和传统银行业不佳情绪的回应。一些零售客户选择加密货币，因为他们希望在没有银行的去中心化系统中进行交易。然而，如果资本不再便宜，如果基于加密货币的交易仍然比现有支付系统成本更高、风险更高、便利性更差，那么对基于加密货币的交易的偏好是否会持续下去，”她问道。</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>Crypto has had a rough few days. The biggest test is still to come, Morgan Stanley strategists say.<blockquote>Crypto 这几天过得很艰难。摩根士丹利策略师表示，最大的考验尚未到来。</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\">\nCrypto has had a rough few days. The biggest test is still to come, Morgan Stanley strategists say.<blockquote>Crypto 这几天过得很艰难。摩根士丹利策略师表示，最大的考验尚未到来。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-12-06 20:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It wasn't a great weekend in the cryptospace.</p><p><blockquote>在密码领域，这不是一个美好的周末。</blockquote></p><p> Bitcoin&nbsp;fell into the low $42,000 level over the weekend -- a nearly 30% drop -- and its recovery to the $48,000 level was still a roughly 8% drop from Friday. Anyway, $42,000 is a lot better than zero, which is what some holders of various cryptos were looking at after hackers stole $150 million from BitMart. And last week, someone stole tokens worth $120 million from the decentralized finance platform BadgerDAO.</p><p><blockquote>比特币上周末跌至 42,000 美元的低位，跌幅近 30%，恢复至 48,000 美元的水平仍较周五下跌约 8%。无论如何，42,000 美元比零好多了，这也是黑客从 BitMart 窃取 1.5 亿美元后一些各种密码持有者所关注的。上周，有人从去中心化金融平台 BadgerDAO 窃取了价值 1.2 亿美元的代币。</blockquote></p><p> Still, the adage is to buy when there's blood in the streets, and El Salvador President Nayib Bukele said he got on the phone (yes, the phone) to buy 150 bitcoin for his country, at an average price of $48,670.</p><p><blockquote>尽管如此，格言还是在街上有血的时候购买，萨尔瓦多总统纳伊布·布克莱说，他打电话（是的，电话）为他的国家购买了150辆比特币，平均价格为48,670美元。</blockquote></p><p> Nicholas Colas, co-founder of DataTrek Research, said it's no accident the big decline came during the weekend, which he said was likely the result of forced selling. \"Worth noting: there is no common global regulatory framework for financial leverage associated with virtual currency trading. We've heard of 50:1 and even 100:1 leverage for those day trading these assets. No wonder you can get a random sale at inopportune times when prices start to move around unexpectedly,\" he said.</p><p><blockquote>DataTrek Research 联合创始人尼古拉斯·科拉斯 (Nicholas Colas) 表示，周末出现大幅下跌并非偶然，他表示这可能是强制抛售的结果。“值得注意的是：对于与虚拟货币交易相关的财务杠杆，没有共同的全球监管框架。我们听说过这些资产的日内交易杠杆为 50:1 甚至 100:1。难怪你会在价格开始意外波动的不合时宜的时候进行随机抛售，”他说。</blockquote></p><p> Putting the last week's events to the side, crypto is heading to a challenging time -- a Federal Reserve rate-hike cycle. Morgan Stanley strategist Michelle Weaver said it's one of the four major investment debates the broker's analysts identified for the next year.</p><p><blockquote>撇开上周的事件不谈，加密货币正走向一个充满挑战的时期——美联储加息周期。摩根士丹利策略师米歇尔·韦弗表示，这是该券商分析师确定的明年四大投资辩论之一。</blockquote></p><p> \"Bitcoin came from the aftermath of the global financial crisis and was a response to the Fed's quantitative easing policies and poor sentiment around traditional banking. Some retail customers are choosing cryptocurrency as they want to transact in a decentralized system without banks. However, if capital no longer remains cheap, can preferences for cryptocurrency-based transactions persist if they remain higher cost, higher risk, and less convenient than existing payment systems,\" she asked.</p><p><blockquote>“比特币诞生于全球金融危机的余波，是对美联储量化宽松政策和传统银行业不佳情绪的回应。一些零售客户选择加密货币，因为他们希望在没有银行的去中心化系统中进行交易。然而，如果资本不再便宜，如果基于加密货币的交易仍然比现有支付系统成本更高、风险更高、便利性更差，那么对基于加密货币的交易的偏好是否会持续下去，”她问道。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/crypto-has-had-a-rough-few-days-the-biggest-test-is-still-to-come-morgan-stanley-strategists-say-11638791737?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":{"GBTC":"比特币ETF-Grayscale"},"source_url":"https://www.marketwatch.com/story/crypto-has-had-a-rough-few-days-the-biggest-test-is-still-to-come-morgan-stanley-strategists-say-11638791737?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2189955504","content_text":"It wasn't a great weekend in the cryptospace.\nBitcoin fell into the low $42,000 level over the weekend -- a nearly 30% drop -- and its recovery to the $48,000 level was still a roughly 8% drop from Friday. Anyway, $42,000 is a lot better than zero, which is what some holders of various cryptos were looking at after hackers stole $150 million from BitMart. And last week, someone stole tokens worth $120 million from the decentralized finance platform BadgerDAO.\nStill, the adage is to buy when there's blood in the streets, and El Salvador President Nayib Bukele said he got on the phone (yes, the phone) to buy 150 bitcoin for his country, at an average price of $48,670.\nNicholas Colas, co-founder of DataTrek Research, said it's no accident the big decline came during the weekend, which he said was likely the result of forced selling. \"Worth noting: there is no common global regulatory framework for financial leverage associated with virtual currency trading. We've heard of 50:1 and even 100:1 leverage for those day trading these assets. No wonder you can get a random sale at inopportune times when prices start to move around unexpectedly,\" he said.\nPutting the last week's events to the side, crypto is heading to a challenging time -- a Federal Reserve rate-hike cycle. Morgan Stanley strategist Michelle Weaver said it's one of the four major investment debates the broker's analysts identified for the next year.\n\"Bitcoin came from the aftermath of the global financial crisis and was a response to the Fed's quantitative easing policies and poor sentiment around traditional banking. Some retail customers are choosing cryptocurrency as they want to transact in a decentralized system without banks. However, if capital no longer remains cheap, can preferences for cryptocurrency-based transactions persist if they remain higher cost, higher risk, and less convenient than existing payment systems,\" she asked.","news_type":1,"symbols_score_info":{"BTCmain":0.9,"GBTC":0.9,"XBTmain":0.9,"MBTmain":0.9}},"isVote":1,"tweetType":1,"viewCount":3182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873173305,"gmtCreate":1636899522931,"gmtModify":1636899541891,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574938595128690","authorIdStr":"3574938595128690"},"themes":[],"title":"","htmlText":"Qualcomm tooooooo","listText":"Qualcomm tooooooo","text":"Qualcomm tooooooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873173305","repostId":"1103944030","repostType":4,"isVote":1,"tweetType":1,"viewCount":995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693096504,"gmtCreate":1639921995704,"gmtModify":1639921995818,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574938595128690","authorIdStr":"3574938595128690"},"themes":[],"title":"","htmlText":"Virrrr","listText":"Virrrr","text":"Virrrr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693096504","repostId":"1122414343","repostType":4,"repost":{"id":"1122414343","kind":"news","pubTimestamp":1639884070,"share":"https://www.laohunote.com/m/news/1122414343?lang=zh_CN&edition=full","pubTime":"2021-12-19 11:21","market":"us","language":"en","title":"Novavax, Vir among healthcare gainers, Pfizer posts best rally in a decade<blockquote>Novavax、Vir 跻身医疗保健涨幅之列，辉瑞创下十年来最佳涨势</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122414343","media":"Seeking Alpha","summary":"The healthcare stocks in the S&P 500 outperformed all other sectors in the broader index with a ~2.5","content":"<p>The healthcare stocks in the S&amp;P 500 outperformed all other sectors in the broader index with a ~2.5% gain thanks mainly to M&amp;A prospects. <a href=\"https://laohu8.com/S/HCSG\">Healthcare</a> technology, along with names battling the resurgence of COVID-19, led the gainers while the overall index fell ~1.9%.</p><p><blockquote>标普500的医疗保健股表现优于大盘指数中的所有其他板块，涨幅约为 2.5%，这主要得益于并购前景。<a href=\"https://laohu8.com/S/HCSG\">医疗保健</a>科技股以及与 COVID-19 卷土重来作斗争的股票领涨，而整体指数下跌约 1.9%。</blockquote></p><p> Among stocks with more than $2B market capitalization and 100K average daily volume over the past week, <a href=\"https://laohu8.com/S/ARNA\">Arena Pharmaceuticals </a> dominated with a ~83.8% rise after <a href=\"https://laohu8.com/S/PFE\">Pfizer </a> agreed to acquire it in a ~$6.7B deal with 100% premium for the biotech. <a href=\"https://laohu8.com/S/CERN\">Cerner </a> also joined the M&amp;A-driven rally to gain ~20.7% over the week amid reports of a potential ~$30B bid from <a href=\"https://laohu8.com/S/ORCL\">Oracle </a> for the electronic-medical-records company.</p><p><blockquote>在过去一周市值超过 2B 美元且日均交易量超过 10 万股的股票中，<a href=\"https://laohu8.com/S/ARNA\">竞技场制药</a>之后上涨约 83.8%<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>同意以约 6.7B 美元的价格收购该公司，生物技术公司溢价 100%。<a href=\"https://laohu8.com/S/CERN\">塞纳</a>该公司也加入了并购驱动的涨势，本周上涨了约 20.7%，有报道称可能出价约 $30B<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>电子病历公司。</blockquote></p><p> Vaccine developer, <a href=\"https://laohu8.com/S/NVAX\">Novavax </a> jumped ~30.5% as investors welcomed the WHO clearance for the company’s COVID-19 shot. Further gains for the Maryland-based biotech are likely when an expert panel of the European regulators is set to review the marketing authorization for the vaccine next week.</p><p><blockquote>疫苗开发商，<a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯</a>由于投资者对该公司的 COVID-19 疫苗获得世卫组织批准表示欢迎，股价上涨了约 30.5%。当欧洲监管机构的专家小组将于下周审查该疫苗的营销授权时，这家总部位于马里兰州的生物技术公司可能会获得进一步收益。</blockquote></p><p> <a href=\"https://laohu8.com/S/BHVN\">Biohaven Pharmaceutical </a> posted a ~25.2% weekly rise after the company announced the approval for NURTEC ODT (rimegepant) in Israel, making it the first regulatory win for the migraine drug outside the U.S. Meanwhile, Vir Biotechnology (NASDAQ:VIR) surged ~23.7% to stand among best gainers for the second week this month. More data emerged this week confirming the Omicron-neutralizing effect of the company’s COVID-19 therapy developed in partnership with GlaxoSmithKline (NYSE:GSK). Rounding out the top five gainers, <a href=\"https://laohu8.com/S/ROIV\">Roivant Sciences </a> added ~22.6%.</p><p><blockquote><a href=\"https://laohu8.com/S/BHVN\">生物港制药</a>在该公司宣布在以色列批准 NURTEC ODT (rimegepant) 后，每周上涨约 25.2%，使其成为该偏头痛药物在美国以外的首次监管胜利。与此同时，Vir Biotechnology（纳斯达克股票代码：VIR）飙升约 23.7%，跻身本月第二周涨幅最大的股票之列。本周有更多数据证实了该公司与葛兰素史克公司（纽约证券交易所股票代码：GSK）合作开发的 COVID-19 疗法具有中和奥密克戎的效果。四舍五入，<a href=\"https://laohu8.com/S/ROIV\">Roivant科学</a>增加了~22.6%。</blockquote></p><p> Notable gainer: <a href=\"https://laohu8.com/S/PFE\">Pfizer</a> (PFE) made headlines throughout the week, raising its sales guidance for the COVID-19 vaccine once again as the rapidly spreading Omicron variant highlighted the need for booster shots. Despite an abrupt end to its six-day rally on Friday, the <a href=\"https://laohu8.com/S/NWY\">New York</a>-based pharma giant with a ~12.7% rise recorded its best weekly gain since March 2009.</p><p><blockquote>显著涨幅：<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>(PFE) 本周成为头条新闻，再次上调了 COVID-19 疫苗的销售指导，因为快速传播的奥密克戎变种凸显了加强注射的必要性。尽管周五为期六天的涨势突然结束，<a href=\"https://laohu8.com/S/NWY\">纽约</a>这家总部位于 - 的制药巨头股价上涨约 12.7%，创下自 2009 年 3 月以来的最佳单周涨幅。</blockquote></p><p> Among worst performers of the week, two newly IPO’ed biotechs, Instil Bio (NASDAQ:TIL) and Exscientia (NASDAQ:EXAI), stood out, falling 19.3% and ~13.5%, respectively, despite their favorable ratings on Wall Street. Meanwhile, GoodRx Holdings (NASDAQ:GDRX), an operator of a price comparison platform for prescription medicine slumped ~15.6%.</p><p><blockquote>在本周表现最差的公司中，两家新上市的生物技术公司Instil Bio（纳斯达克股票代码：TIL）和Exscientia（纳斯达克股票代码：EXAI）脱颖而出，尽管它们在华尔街的评级很好，但分别下跌了19.3%和约13.5%。与此同时，处方药价格比较平台运营商 GoodRx Holdings（纳斯达克股票代码：GDRX）股价下跌约 15.6%。</blockquote></p><p> Last week’s best performer, <a href=\"https://laohu8.com/S/BHG\">Bright Health Group</a>, crashed ~13.1%, hurt by the sole Sell rating issued by <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> even as the investment bank kicked off its coverage on managed care with largely positive views.</p><p><blockquote>上周最佳表演者、<a href=\"https://laohu8.com/S/BHG\">光明健康集团</a>，暴跌约13.1%，受到唯一发布的卖出评级的影响<a href=\"https://laohu8.com/S/GS\">高盛</a>尽管这家投资银行以基本上积极的看法开始了对管理式医疗的报道。</blockquote></p><p> Allogene Therapeutics (NASDAQ:ALLO) dropped ~12.3% after the company’s ASH presentations on Phase 1 data for experimental allogeneic <a href=\"https://laohu8.com/S/00699\">CAR</a> T therapies failed to excite investors, including Cathie Wood’s Ark Investment Management, which sold ~1.6M shares of the biotech several days later.</p><p><blockquote>Allogene Therapeutics（纳斯达克股票代码：ALLO）股价下跌约 12.3%，此前该公司在 ASH 上介绍了实验性 allogeneic 的 1 期数据。<a href=\"https://laohu8.com/S/00699\">车</a>T therapies 未能让投资者兴奋不已，其中包括凯西-伍德（Cathie Wood）的方舟投资管理公司（Ark Investment Management），该公司在几天后卖出了约 160 万股该生物技术公司的股票。</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>Novavax, Vir among healthcare gainers, Pfizer posts best rally in a decade<blockquote>Novavax、Vir 跻身医疗保健涨幅之列，辉瑞创下十年来最佳涨势</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\">\nNovavax, Vir among healthcare gainers, Pfizer posts best rally in a decade<blockquote>Novavax、Vir 跻身医疗保健涨幅之列，辉瑞创下十年来最佳涨势</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\">2021-12-19 11:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The healthcare stocks in the S&amp;P 500 outperformed all other sectors in the broader index with a ~2.5% gain thanks mainly to M&amp;A prospects. <a href=\"https://laohu8.com/S/HCSG\">Healthcare</a> technology, along with names battling the resurgence of COVID-19, led the gainers while the overall index fell ~1.9%.</p><p><blockquote>标普500的医疗保健股表现优于大盘指数中的所有其他板块，涨幅约为 2.5%，这主要得益于并购前景。<a href=\"https://laohu8.com/S/HCSG\">医疗保健</a>科技股以及与 COVID-19 卷土重来作斗争的股票领涨，而整体指数下跌约 1.9%。</blockquote></p><p> Among stocks with more than $2B market capitalization and 100K average daily volume over the past week, <a href=\"https://laohu8.com/S/ARNA\">Arena Pharmaceuticals </a> dominated with a ~83.8% rise after <a href=\"https://laohu8.com/S/PFE\">Pfizer </a> agreed to acquire it in a ~$6.7B deal with 100% premium for the biotech. <a href=\"https://laohu8.com/S/CERN\">Cerner </a> also joined the M&amp;A-driven rally to gain ~20.7% over the week amid reports of a potential ~$30B bid from <a href=\"https://laohu8.com/S/ORCL\">Oracle </a> for the electronic-medical-records company.</p><p><blockquote>在过去一周市值超过 2B 美元且日均交易量超过 10 万股的股票中，<a href=\"https://laohu8.com/S/ARNA\">竞技场制药</a>之后上涨约 83.8%<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>同意以约 6.7B 美元的价格收购该公司，生物技术公司溢价 100%。<a href=\"https://laohu8.com/S/CERN\">塞纳</a>该公司也加入了并购驱动的涨势，本周上涨了约 20.7%，有报道称可能出价约 $30B<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>电子病历公司。</blockquote></p><p> Vaccine developer, <a href=\"https://laohu8.com/S/NVAX\">Novavax </a> jumped ~30.5% as investors welcomed the WHO clearance for the company’s COVID-19 shot. Further gains for the Maryland-based biotech are likely when an expert panel of the European regulators is set to review the marketing authorization for the vaccine next week.</p><p><blockquote>疫苗开发商，<a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯</a>由于投资者对该公司的 COVID-19 疫苗获得世卫组织批准表示欢迎，股价上涨了约 30.5%。当欧洲监管机构的专家小组将于下周审查该疫苗的营销授权时，这家总部位于马里兰州的生物技术公司可能会获得进一步收益。</blockquote></p><p> <a href=\"https://laohu8.com/S/BHVN\">Biohaven Pharmaceutical </a> posted a ~25.2% weekly rise after the company announced the approval for NURTEC ODT (rimegepant) in Israel, making it the first regulatory win for the migraine drug outside the U.S. Meanwhile, Vir Biotechnology (NASDAQ:VIR) surged ~23.7% to stand among best gainers for the second week this month. More data emerged this week confirming the Omicron-neutralizing effect of the company’s COVID-19 therapy developed in partnership with GlaxoSmithKline (NYSE:GSK). Rounding out the top five gainers, <a href=\"https://laohu8.com/S/ROIV\">Roivant Sciences </a> added ~22.6%.</p><p><blockquote><a href=\"https://laohu8.com/S/BHVN\">生物港制药</a>在该公司宣布在以色列批准 NURTEC ODT (rimegepant) 后，每周上涨约 25.2%，使其成为该偏头痛药物在美国以外的首次监管胜利。与此同时，Vir Biotechnology（纳斯达克股票代码：VIR）飙升约 23.7%，跻身本月第二周涨幅最大的股票之列。本周有更多数据证实了该公司与葛兰素史克公司（纽约证券交易所股票代码：GSK）合作开发的 COVID-19 疗法具有中和奥密克戎的效果。四舍五入，<a href=\"https://laohu8.com/S/ROIV\">Roivant科学</a>增加了~22.6%。</blockquote></p><p> Notable gainer: <a href=\"https://laohu8.com/S/PFE\">Pfizer</a> (PFE) made headlines throughout the week, raising its sales guidance for the COVID-19 vaccine once again as the rapidly spreading Omicron variant highlighted the need for booster shots. Despite an abrupt end to its six-day rally on Friday, the <a href=\"https://laohu8.com/S/NWY\">New York</a>-based pharma giant with a ~12.7% rise recorded its best weekly gain since March 2009.</p><p><blockquote>显著涨幅：<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>(PFE) 本周成为头条新闻，再次上调了 COVID-19 疫苗的销售指导，因为快速传播的奥密克戎变种凸显了加强注射的必要性。尽管周五为期六天的涨势突然结束，<a href=\"https://laohu8.com/S/NWY\">纽约</a>这家总部位于 - 的制药巨头股价上涨约 12.7%，创下自 2009 年 3 月以来的最佳单周涨幅。</blockquote></p><p> Among worst performers of the week, two newly IPO’ed biotechs, Instil Bio (NASDAQ:TIL) and Exscientia (NASDAQ:EXAI), stood out, falling 19.3% and ~13.5%, respectively, despite their favorable ratings on Wall Street. Meanwhile, GoodRx Holdings (NASDAQ:GDRX), an operator of a price comparison platform for prescription medicine slumped ~15.6%.</p><p><blockquote>在本周表现最差的公司中，两家新上市的生物技术公司Instil Bio（纳斯达克股票代码：TIL）和Exscientia（纳斯达克股票代码：EXAI）脱颖而出，尽管它们在华尔街的评级很好，但分别下跌了19.3%和约13.5%。与此同时，处方药价格比较平台运营商 GoodRx Holdings（纳斯达克股票代码：GDRX）股价下跌约 15.6%。</blockquote></p><p> Last week’s best performer, <a href=\"https://laohu8.com/S/BHG\">Bright Health Group</a>, crashed ~13.1%, hurt by the sole Sell rating issued by <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> even as the investment bank kicked off its coverage on managed care with largely positive views.</p><p><blockquote>上周最佳表演者、<a href=\"https://laohu8.com/S/BHG\">光明健康集团</a>，暴跌约13.1%，受到唯一发布的卖出评级的影响<a href=\"https://laohu8.com/S/GS\">高盛</a>尽管这家投资银行以基本上积极的看法开始了对管理式医疗的报道。</blockquote></p><p> Allogene Therapeutics (NASDAQ:ALLO) dropped ~12.3% after the company’s ASH presentations on Phase 1 data for experimental allogeneic <a href=\"https://laohu8.com/S/00699\">CAR</a> T therapies failed to excite investors, including Cathie Wood’s Ark Investment Management, which sold ~1.6M shares of the biotech several days later.</p><p><blockquote>Allogene Therapeutics（纳斯达克股票代码：ALLO）股价下跌约 12.3%，此前该公司在 ASH 上介绍了实验性 allogeneic 的 1 期数据。<a href=\"https://laohu8.com/S/00699\">车</a>T therapies 未能让投资者兴奋不已，其中包括凯西-伍德（Cathie Wood）的方舟投资管理公司（Ark Investment Management），该公司在几天后卖出了约 160 万股该生物技术公司的股票。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3781487-novavax-vir-among-healthcare-gainers-pfizer-posts-best-rally-in-a-decade\">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":{"ORCL":"甲骨文","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4007":"制药","PFE":"辉瑞","ARNA":"阿里那","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","BK4568":"美国抗疫概念"},"source_url":"https://seekingalpha.com/news/3781487-novavax-vir-among-healthcare-gainers-pfizer-posts-best-rally-in-a-decade","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122414343","content_text":"The healthcare stocks in the S&P 500 outperformed all other sectors in the broader index with a ~2.5% gain thanks mainly to M&A prospects. Healthcare technology, along with names battling the resurgence of COVID-19, led the gainers while the overall index fell ~1.9%.\nAmong stocks with more than $2B market capitalization and 100K average daily volume over the past week, Arena Pharmaceuticals  dominated with a ~83.8% rise after Pfizer  agreed to acquire it in a ~$6.7B deal with 100% premium for the biotech. Cerner  also joined the M&A-driven rally to gain ~20.7% over the week amid reports of a potential ~$30B bid from Oracle  for the electronic-medical-records company.\nVaccine developer, Novavax  jumped ~30.5% as investors welcomed the WHO clearance for the company’s COVID-19 shot. Further gains for the Maryland-based biotech are likely when an expert panel of the European regulators is set to review the marketing authorization for the vaccine next week.\nBiohaven Pharmaceutical  posted a ~25.2% weekly rise after the company announced the approval for NURTEC ODT (rimegepant) in Israel, making it the first regulatory win for the migraine drug outside the U.S. Meanwhile, Vir Biotechnology (NASDAQ:VIR) surged ~23.7% to stand among best gainers for the second week this month. More data emerged this week confirming the Omicron-neutralizing effect of the company’s COVID-19 therapy developed in partnership with GlaxoSmithKline (NYSE:GSK). Rounding out the top five gainers, Roivant Sciences  added ~22.6%.\nNotable gainer: Pfizer (PFE) made headlines throughout the week, raising its sales guidance for the COVID-19 vaccine once again as the rapidly spreading Omicron variant highlighted the need for booster shots. Despite an abrupt end to its six-day rally on Friday, the New York-based pharma giant with a ~12.7% rise recorded its best weekly gain since March 2009.\nAmong worst performers of the week, two newly IPO’ed biotechs, Instil Bio (NASDAQ:TIL) and Exscientia (NASDAQ:EXAI), stood out, falling 19.3% and ~13.5%, respectively, despite their favorable ratings on Wall Street. Meanwhile, GoodRx Holdings (NASDAQ:GDRX), an operator of a price comparison platform for prescription medicine slumped ~15.6%.\nLast week’s best performer, Bright Health Group, crashed ~13.1%, hurt by the sole Sell rating issued by Goldman Sachs even as the investment bank kicked off its coverage on managed care with largely positive views.\nAllogene Therapeutics (NASDAQ:ALLO) dropped ~12.3% after the company’s ASH presentations on Phase 1 data for experimental allogeneic CAR T therapies failed to excite investors, including Cathie Wood’s Ark Investment Management, which sold ~1.6M shares of the biotech several days later.","news_type":1,"symbols_score_info":{"ORCL":0.9,"PFE":0.9,"ARNA":0.9,"CERN":0.9}},"isVote":1,"tweetType":1,"viewCount":3278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602732859,"gmtCreate":1639064714525,"gmtModify":1639065935620,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574938595128690","authorIdStr":"3574938595128690"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602732859","repostId":"1181928624","repostType":4,"repost":{"id":"1181928624","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1639063477,"share":"https://www.laohunote.com/m/news/1181928624?lang=zh_CN&edition=full","pubTime":"2021-12-09 23:24","market":"us","language":"en","title":"Analysts Remain Bullish On Apple Over iPhone 13, AR Glasses, App Store<blockquote>分析师仍然看好苹果 iPhone 13、AR 眼镜、App Store</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1181928624","media":"Benzinga Earnings","summary":"Analysts remained bullish on Apple Inc over iPhone 13 and court order in support of App Store.\n\nWedb","content":"<p>Analysts remained bullish&nbsp;on&nbsp;<b>Apple Inc</b>&nbsp;over iPhone 13 and court order in support of App Store.</p><p><blockquote>分析师仍然看好<b>苹果公司</b>关于iPhone 13和支持App Store的法院命令。</blockquote></p><p> <ul>  <li><b>Wedbush</b>&nbsp;analyst Daniel Ives says that his Apple store checks, supply chain data, and iPhone order delays confirm his bullish view that demand is currently outstripping supply for iPhones 13 by roughly 10 million units globally.</li>  <li>His iPhone 13 checks continue to be much stronger than expected, with his belief that Apple is now on pace to sell north of 40 million iPhones during the holiday season despite the chip shortage headwinds.</li>  <li>The analyst estimates that there are roughly 15 million iPhone 13 upgrades in China alone for the December quarter as this critical region remains a significant source of strength for Apple.</li>  <li>Based on his recent Asia checks, Ives also believes new product introductions like the highly anticipated AR headset Apple Glasses will make their debut in the second half of 2022. It could add $20 per share to the SOTP valuation of Apple, given this massive market opportunity and tapping the broader metaverse ecosystem.</li>  <li>He has an Outperform rating and a price target of $200 on the shares, implying a 14.2% upside.</li>  <li>The ninth Circuit Court of Appeals granted Apple a stay less than 24 hours before a court-ordered injunction was set to force the company to open its App Store up to alternative payment platforms via in-app links.</li>  <li><b>Morgan Stanley</b>&nbsp;analyst Katy Huberty called the news \"an upside surprise\" that effectively allows Apple to maintain the status quo and reduces the impact of broader changes to App Store payment mechanisms until the Epic case appeal is resolved.</li>  <li>Huberty, who thinks the resolution of the Epic case appeal is \"likely months to years away,\" keeps an Overweight rating and $200 price target on Apple shares.</li>  <li>Huberty pointed out that she has already included a $1.5 billion headwind to App Store revenue in her Services forecast.</li> </ul></p><p><blockquote><ul><li><b>韦德布什</b>分析师 Daniel Ives 表示，他的苹果商店检查、供应链数据和 iPhone 订单延迟证实了他的乐观观点，即目前全球 iPhone 13 的需求量超过了约 1000 万部。</li><li>他的iPhone 13支票继续比预期强得多，他相信，尽管面临芯片短缺的阻力，苹果现在有望在假日期间销售超过4000万部iPhone。</li><li>该分析师估计，12 月份季度，仅在中国就有约 1500 万部 iPhone 13 升级，因为这一关键地区仍然是苹果的重要力量来源。</li><li>根据他最近的亚洲检查，艾夫斯还认为，备受期待的AR耳机苹果眼镜等新产品将在2022年下半年首次亮相。鉴于这一巨大的市场机会并利用更广泛的元宇宙生态系统，它可能会使苹果的 SOTP 估值每股增加 20 美元。</li><li>他对该股给予跑赢大盘评级，目标价为 200 美元，这意味着上涨空间为 14.2%。</li><li>第九巡回上诉法院在法院下令禁令迫使该公司通过应用内链接向替代支付平台开放其应用商店之前不到24小时就批准了苹果的暂缓执行令。</li><li><b>摩根士丹利</b>分析师凯蒂·休伯蒂（Katy Huberty）称这一消息是“一个上行的惊喜”，它有效地让苹果维持现状，并减少了应用商店支付机制更广泛变化的影响，直到史诗般的案件上诉得到解决。</li><li>休伯蒂认为史诗案件上诉的解决“可能需要几个月到几年的时间”，他维持苹果股票的跑赢大盘评级和 200 美元的目标价。</li><li>休伯蒂指出，她已经在服务预测中纳入了 15 亿美元对 App Store 收入的阻力。</li></ul></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\">\nAnalysts Remain Bullish On Apple Over iPhone 13, AR Glasses, App Store<blockquote>分析师仍然看好苹果 iPhone 13、AR 眼镜、App Store</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-12-09 23:24</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Analysts remained bullish&nbsp;on&nbsp;<b>Apple Inc</b>&nbsp;over iPhone 13 and court order in support of App Store.</p><p><blockquote>分析师仍然看好<b>苹果公司</b>关于iPhone 13和支持App Store的法院命令。</blockquote></p><p> <ul>  <li><b>Wedbush</b>&nbsp;analyst Daniel Ives says that his Apple store checks, supply chain data, and iPhone order delays confirm his bullish view that demand is currently outstripping supply for iPhones 13 by roughly 10 million units globally.</li>  <li>His iPhone 13 checks continue to be much stronger than expected, with his belief that Apple is now on pace to sell north of 40 million iPhones during the holiday season despite the chip shortage headwinds.</li>  <li>The analyst estimates that there are roughly 15 million iPhone 13 upgrades in China alone for the December quarter as this critical region remains a significant source of strength for Apple.</li>  <li>Based on his recent Asia checks, Ives also believes new product introductions like the highly anticipated AR headset Apple Glasses will make their debut in the second half of 2022. It could add $20 per share to the SOTP valuation of Apple, given this massive market opportunity and tapping the broader metaverse ecosystem.</li>  <li>He has an Outperform rating and a price target of $200 on the shares, implying a 14.2% upside.</li>  <li>The ninth Circuit Court of Appeals granted Apple a stay less than 24 hours before a court-ordered injunction was set to force the company to open its App Store up to alternative payment platforms via in-app links.</li>  <li><b>Morgan Stanley</b>&nbsp;analyst Katy Huberty called the news \"an upside surprise\" that effectively allows Apple to maintain the status quo and reduces the impact of broader changes to App Store payment mechanisms until the Epic case appeal is resolved.</li>  <li>Huberty, who thinks the resolution of the Epic case appeal is \"likely months to years away,\" keeps an Overweight rating and $200 price target on Apple shares.</li>  <li>Huberty pointed out that she has already included a $1.5 billion headwind to App Store revenue in her Services forecast.</li> </ul></p><p><blockquote><ul><li><b>韦德布什</b>分析师 Daniel Ives 表示，他的苹果商店检查、供应链数据和 iPhone 订单延迟证实了他的乐观观点，即目前全球 iPhone 13 的需求量超过了约 1000 万部。</li><li>他的iPhone 13支票继续比预期强得多，他相信，尽管面临芯片短缺的阻力，苹果现在有望在假日期间销售超过4000万部iPhone。</li><li>该分析师估计，12 月份季度，仅在中国就有约 1500 万部 iPhone 13 升级，因为这一关键地区仍然是苹果的重要力量来源。</li><li>根据他最近的亚洲检查，艾夫斯还认为，备受期待的AR耳机苹果眼镜等新产品将在2022年下半年首次亮相。鉴于这一巨大的市场机会并利用更广泛的元宇宙生态系统，它可能会使苹果的 SOTP 估值每股增加 20 美元。</li><li>他对该股给予跑赢大盘评级，目标价为 200 美元，这意味着上涨空间为 14.2%。</li><li>第九巡回上诉法院在法院下令禁令迫使该公司通过应用内链接向替代支付平台开放其应用商店之前不到24小时就批准了苹果的暂缓执行令。</li><li><b>摩根士丹利</b>分析师凯蒂·休伯蒂（Katy Huberty）称这一消息是“一个上行的惊喜”，它有效地让苹果维持现状，并减少了应用商店支付机制更广泛变化的影响，直到史诗般的案件上诉得到解决。</li><li>休伯蒂认为史诗案件上诉的解决“可能需要几个月到几年的时间”，他维持苹果股票的跑赢大盘评级和 200 美元的目标价。</li><li>休伯蒂指出，她已经在服务预测中纳入了 15 亿美元对 App Store 收入的阻力。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181928624","content_text":"Analysts remained bullish on Apple Inc over iPhone 13 and court order in support of App Store.\n\nWedbush analyst Daniel Ives says that his Apple store checks, supply chain data, and iPhone order delays confirm his bullish view that demand is currently outstripping supply for iPhones 13 by roughly 10 million units globally.\nHis iPhone 13 checks continue to be much stronger than expected, with his belief that Apple is now on pace to sell north of 40 million iPhones during the holiday season despite the chip shortage headwinds.\nThe analyst estimates that there are roughly 15 million iPhone 13 upgrades in China alone for the December quarter as this critical region remains a significant source of strength for Apple.\nBased on his recent Asia checks, Ives also believes new product introductions like the highly anticipated AR headset Apple Glasses will make their debut in the second half of 2022. It could add $20 per share to the SOTP valuation of Apple, given this massive market opportunity and tapping the broader metaverse ecosystem.\nHe has an Outperform rating and a price target of $200 on the shares, implying a 14.2% upside.\nThe ninth Circuit Court of Appeals granted Apple a stay less than 24 hours before a court-ordered injunction was set to force the company to open its App Store up to alternative payment platforms via in-app links.\nMorgan Stanley analyst Katy Huberty called the news \"an upside surprise\" that effectively allows Apple to maintain the status quo and reduces the impact of broader changes to App Store payment mechanisms until the Epic case appeal is resolved.\nHuberty, who thinks the resolution of the Epic case appeal is \"likely months to years away,\" keeps an Overweight rating and $200 price target on Apple shares.\nHuberty pointed out that she has already included a $1.5 billion headwind to App Store revenue in her Services forecast.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3896,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873171084,"gmtCreate":1636899662045,"gmtModify":1636899662128,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574938595128690","authorIdStr":"3574938595128690"},"themes":[],"title":"","htmlText":"Nice! To the moon for all the sharessssss","listText":"Nice! To the moon for all the sharessssss","text":"Nice! To the moon for all the sharessssss","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873171084","repostId":"1103944030","repostType":4,"isVote":1,"tweetType":1,"viewCount":1082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693096362,"gmtCreate":1639921908676,"gmtModify":1639921908786,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574938595128690","authorIdStr":"3574938595128690"},"themes":[],"title":"","htmlText":"Ftwwwwww","listText":"Ftwwwwww","text":"Ftwwwwww","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693096362","repostId":"2192035909","repostType":4,"isVote":1,"tweetType":1,"viewCount":3484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601020506,"gmtCreate":1638460564929,"gmtModify":1638460583872,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574938595128690","authorIdStr":"3574938595128690"},"themes":[],"title":"","htmlText":"Good move","listText":"Good move","text":"Good move","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601020506","repostId":"1144502876","repostType":4,"isVote":1,"tweetType":1,"viewCount":3370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875477032,"gmtCreate":1637682230794,"gmtModify":1637682230794,"author":{"id":"3574938595128690","authorId":"3574938595128690","name":"niclam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574938595128690","authorIdStr":"3574938595128690"},"themes":[],"title":"","htmlText":"Rocketttt","listText":"Rocketttt","text":"Rocketttt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875477032","repostId":"1129561166","repostType":4,"isVote":1,"tweetType":1,"viewCount":3949,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}