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Tgbdisciple

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2021-12-29

NASDAQ to the moon baby

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2021-12-28

Let's go

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2021-12-27

Cool

3 Stocks That Surprisingly Tanked in 2021<blockquote>2021年意外下跌的3只股票</blockquote>

2021-12-26

Hopefully not

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2021-12-25

Cool

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2021-12-22

Cool

Biogen shares fell 1.2% in early trading<blockquote>百健(Biogen)股价早盘下跌1.2%</blockquote>

2021-12-17

Shag

Tesla: Cathie Wood's Actions Speak Louder Than Words<blockquote>特斯拉：凯西·伍德的行动胜于雄辩</blockquote>

2021-12-15

Cool

Amazon Web Services to invest $5bn in Indonesia cloud business<blockquote>亚马逊网络服务将向印度尼西亚云业务投资50亿美元</blockquote>

2021-12-14

Cool

AMC, GameStop short sellers make a comeback as meme stocks buckle<blockquote>随着模因股票暴跌，AMC和游戏驿站卖空者卷土重来</blockquote>

2021-12-14

Damn

AMC, GameStop short sellers make a comeback as meme stocks buckle<blockquote>随着模因股票暴跌，AMC和游戏驿站卖空者卷土重来</blockquote>

2021-12-13

Cool

Palantir Has Now Entered A New Dimension<blockquote>Palantir现已进入新维度</blockquote>

2021-12-10

Cool

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2021-12-10

Cool

U.S. stocks open solidly higher after Friday's hot inflation reading<blockquote>周五通胀数据公布后，美国股市大幅高开</blockquote>

2021-12-09

Cool

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2021-12-05

Sed

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2021-12-04

Cool

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2021-12-03

Let's go

FAST Acquisition refuses to terminate SPAC merger with Fertitta Entertainment<blockquote>FAST Acquisition拒绝终止SPAC与Fertitta Entertainment的合并</blockquote>

2021-12-02

Sian

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2021-12-01

Wow

Don't Sweat the Market Swoon: These 2 Stocks Are Soaring After Hours Tuesday<blockquote>不要担心市场低迷：这两只股票周二盘后飙升</blockquote>

2021-12-01

Damn

Don't Sweat the Market Swoon: These 2 Stocks Are Soaring After Hours Tuesday<blockquote>不要担心市场低迷：这两只股票周二盘后飙升</blockquote>

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to the moon baby","listText":"NASDAQ to the moon baby","text":"NASDAQ to the moon baby","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696790754","repostId":"1123971899","repostType":4,"isVote":1,"tweetType":1,"viewCount":1793,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696819964,"gmtCreate":1640660365853,"gmtModify":1640660365996,"author":{"id":"3575247585577854","authorId":"3575247585577854","name":"Tgbdisciple","avatar":"https://static.tigerbbs.com/7c099c9cab7661dd2fa5c44752e05414","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575247585577854","idStr":"3575247585577854"},"themes":[],"htmlText":"Let's go","listText":"Let's go","text":"Let's 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09:14","market":"us","language":"en","title":"3 Stocks That Surprisingly Tanked in 2021<blockquote>2021年意外下跌的3只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1168036893","media":"Motley Fool","summary":"Key Points\n\nThis year has been rough for some stocks that were supposed to be big winners during the","content":"<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul>  <li>This year has been rough for some stocks that were supposed to be big winners during the economy's reopening.</li>  <li>Disney, Uber, and Match Group are trading 12% to 15% lower in 2021.</li>  <li>They all had strong catalysts as reopening plays, but investors aren't buying into the turnarounds.</li> </ul> </p><p><blockquote><ul><li>对于一些本应在经济重新开放期间成为大赢家的股票来说，今年过得很艰难。</li><li>迪士尼、Uber和Match Group的股价在2021年将下跌12%至15%。</li><li>它们都有重新开放的强大催化剂，但投资者并不相信这种转变。</li></ul></blockquote></p><p> This year has been interesting for investors. Many of last year's winners -- including companies that helped keep us connected and engaged through the pandemic -- have proved mortal in 2021. However, we're seeing even some of the names that seemed to be logical beneficiaries of the economy reopening falter this year.</p><p><blockquote>今年对投资者来说是有趣的一年。去年的许多获奖者——包括在疫情期间帮助我们保持联系和参与的公司——在2021年被证明是致命的。然而，我们看到，即使是一些似乎是经济重新开放的合理受益者的名字，今年也出现了动摇。</blockquote></p><p> <a href=\"https://laohu8.com/S/DIS\"><b>Disney</b>&nbsp;</a>,&nbsp;<a href=\"https://laohu8.com/S/UBER\"><b>Uber Technologies</b>&nbsp;</a>, and&nbsp;<a href=\"https://laohu8.com/S/MTCH\"><b>Match Group</b></a>&nbsp;are three household names that have declined in value this year, even as the major market indices have notched double-digit percentage gains. Not every stock climbs in a rising market, and more than 40% of U.S. exchange-traded listings are in the red this year. More than a quarter of the stocks have posted double-digit percentage declines in 2021. Let's take a closer look at some of the surprising sinkers.</p><p><blockquote><a href=\"https://laohu8.com/S/DIS\"><b>迪斯尼</b> </a>, <a href=\"https://laohu8.com/S/UBER\"><b>优步科技</b> </a>，和<a href=\"https://laohu8.com/S/MTCH\"><b>匹配组</b></a>尽管主要市场指数取得了两位数的百分比涨幅，但今年仍有三个家喻户晓的名字市值下跌。并非每只股票都会在上涨的市场中上涨，今年超过40%的美国交易所上市股票出现亏损。超过四分之一的股票在2021年出现了两位数的百分比跌幅。让我们仔细看看一些令人惊讶的下沉球。</blockquote></p><p> <a href=\"https://laohu8.com/S/DIS\"><b>Disney</b>&nbsp;</a></p><p><blockquote><a href=\"https://laohu8.com/S/DIS\"><b>迪斯尼</b> </a></blockquote></p><p> The loudest of high-fives when the economy started to get rolling again this year were probably exchanged in Disney's boardroom. This is a company with the world's leading theme parks, a strong niche with premium-priced family-friendly cruises, and movies that consistently top the box office. Its broadcasting arm fared well through the pandemic with folks sheltering in place, but naturally advertisers are willing to pay more now to reach viewers of ABC and ESPN when they know that consumers are open to spending money.</p><p><blockquote>当今年经济开始再次运转时，最响亮的击掌声可能是在迪士尼的董事会会议室里。这家公司拥有世界领先的主题公园、高价适合家庭的游轮以及持续高居票房榜首的电影。它的广播部门在疫情期间表现良好，人们都在原地避难，但当广告商知道消费者愿意花钱时，他们现在自然愿意支付更多费用来接触ABC和ESPN的观众。</blockquote></p><p> Disney stock is trading 15% lower in 2021, and it'smore than a little surprising. A knock on the media giant is that subscriber gains are slowing at Disney+, but it's hard to be upset about a premium streaming service that has more than 118 million accounts within just two years of availability. With momentum building despite the sluggish share price, Disney is a prime candidate to turn things around in 2022.</p><p><blockquote>迪士尼股价在2021年下跌了15%，这有点令人惊讶。对这家媒体巨头的一个打击是，Disney+的订户增长正在放缓，但很难对一项在推出短短两年内就拥有超过1.18亿个账户的优质流媒体服务感到不安。尽管股价低迷，但迪士尼的势头正在增强，是2022年扭转局面的主要候选者。</blockquote></p><p> <a href=\"https://laohu8.com/S/UBER\"><b>Uber Technologies</b>&nbsp;</a></p><p><blockquote><a href=\"https://laohu8.com/S/UBER\"><b>优步科技</b> </a></blockquote></p><p> It's easy to see why Uber's flagship personal mobility business slumped in 2020. Folks weren't hailing drivers to take them to work, school, or social settings during the first few months of the pandemic. Uber Eats fared understandably well last year, but this is the year that both its original car-hailing business and its restaurant takeout delivery platform should've worked together to drive Uber higher. It didn't happen. The stock is trading 14% lower in 2021.</p><p><blockquote>很容易理解为什么Uber的旗舰个人移动业务在2020年下滑。在疫情的头几个月，人们不会招呼司机带他们去上班、上学或社交场合。Uber Eats优食去年表现良好，这是可以理解的，但今年其最初的叫车业务和餐厅外卖配送平台应该共同努力，推动Uber走高。没发生。该股2021年的交易价格下跌了14%。</blockquote></p><p> The growth thesis has mostly played out as expected. Gross bookings hit an all-time high in last month's third-quarter report, a 57% year-over-year surge. Reported revenue fared even better, up 72% to $4.8 billion. The year-over-year comparisons were going to be easy for its mobility segment, but the real surprise here is that its Uber Eats-led delivery segment saw its revenue nearly double over the past year. Uber Eats was able to boost its take rate considerably as it ramps up its offerings.</p><p><blockquote>增长论点基本上符合预期。在上个月的第三季度报告中，总预订量创下历史新高，同比激增57%。报告的收入表现更好，增长72%，达到48亿美元。对于其移动业务来说，同比比较很容易，但真正令人惊讶的是，以Uber Eats为首的配送业务的收入在过去一年中几乎翻了一番。Uber Eats优食通过增加产品数量，大幅提高了其接受率。</blockquote></p><p> The red ink continues to be a problem, but the massive reported loss in its latest quarter was largely weighted by one-time markdowns for its equity investments. Uber did manage to return to positive adjustedEBITDA, and the road is clear for Uber to put the pedal to the metal in the year ahead.</p><p><blockquote>亏损仍然是一个问题，但最近一个季度报告的巨额亏损很大程度上是由于其股权投资的一次性降价造成的。Uber确实设法恢复了正的调整后债务折旧摊销前利润，Uber在未来一年全力以赴的道路是明确的。</blockquote></p><p> <a href=\"https://laohu8.com/S/MTCH\"><b>Match Group</b></a></p><p><blockquote><a href=\"https://laohu8.com/S/MTCH\"><b>匹配组</b></a></blockquote></p><p> When viable vaccines hit the market earlier this year, it should've been a dinner bell for Match Group. The online dating specialist with dozens of popular apps and sites claims that it accounts for roughly 60% of the relationships started online. It should've been a leader in 2022, but investors chose to swipe left on the parent company of Tinder. Match Group heads into the final trading week of the year with a 12% decline in 2021.</p><p><blockquote>当今年早些时候可行的疫苗上市时，这应该是Match Group的晚餐铃声。拥有数十个流行应用和网站的在线约会专家声称，它约占在线开始的关系的60%。它本应在2022年成为领导者，但投资者选择向左滑动Tinder的母公司。Match Group进入今年最后一个交易周，2021年股价下跌12%。</blockquote></p><p> The bullish thesis that Match Group would benefit from the reopening has been validated. Revenue rose 25% inits latest quarter, and it's well on its way to topping $3 billion in revenue for all of 2021. Most people are fine using the free features on dating apps, but the number of paying users across all of Match Group's properties has risen 16% over the past year. Revenue per payer has risen by 6%.</p><p><blockquote>Match Group将从重新开业中受益的看涨论点已得到验证。最近一个季度的收入增长了25%，2021年全年的收入有望突破30亿美元。大多数人都可以使用约会应用程序的免费功能，但Match Group所有酒店的付费用户数量在过去一年中增长了16%。每个付款人的收入增长了6%。</blockquote></p><p></p><p> Tinder is the top draw here, accounting for almost two-thirds of its premium users. It saw its direct revenue rise 20%, and the balance of Match Group's other properties saw direct revenue soar 32%. Like some online dating profiles that aren't as attractive once you dig deeper, Match Group hasn't looked good on the bottom line. It has fallen short of Wall Street earnings targets in back-to-back reports, and margins contracted in its latest quarter. You still have to think that Match Group should've at least kept pace with the market in 2021. Investors may want to swipe right before the online dating leader bounces back in 2022.</p><p><blockquote>Tinder是这里最吸引人的地方，几乎占其高级用户的三分之二。其直接收入增长了20%，Match Group其他资产的直接收入飙升了32%。就像一些一旦你深入挖掘就没有吸引力的在线约会资料一样，Match Group的底线看起来并不好。该公司在连续几份报告中均未达到华尔街的盈利目标，并且最近一个季度的利润率也有所收缩。你仍然必须认为Match Group至少应该在2021年跟上市场的步伐。投资者可能希望在这家在线约会领导者在2022年反弹之前买入。</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>3 Stocks That Surprisingly Tanked in 2021<blockquote>2021年意外下跌的3只股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks That Surprisingly Tanked in 2021<blockquote>2021年意外下跌的3只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-27 09:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul>  <li>This year has been rough for some stocks that were supposed to be big winners during the economy's reopening.</li>  <li>Disney, Uber, and Match Group are trading 12% to 15% lower in 2021.</li>  <li>They all had strong catalysts as reopening plays, but investors aren't buying into the turnarounds.</li> </ul> </p><p><blockquote><ul><li>对于一些本应在经济重新开放期间成为大赢家的股票来说，今年过得很艰难。</li><li>迪士尼、Uber和Match Group的股价在2021年将下跌12%至15%。</li><li>它们都有重新开放的强大催化剂，但投资者并不相信这种转变。</li></ul></blockquote></p><p> This year has been interesting for investors. Many of last year's winners -- including companies that helped keep us connected and engaged through the pandemic -- have proved mortal in 2021. However, we're seeing even some of the names that seemed to be logical beneficiaries of the economy reopening falter this year.</p><p><blockquote>今年对投资者来说是有趣的一年。去年的许多获奖者——包括在疫情期间帮助我们保持联系和参与的公司——在2021年被证明是致命的。然而，我们看到，即使是一些似乎是经济重新开放的合理受益者的名字，今年也出现了动摇。</blockquote></p><p> <a href=\"https://laohu8.com/S/DIS\"><b>Disney</b>&nbsp;</a>,&nbsp;<a href=\"https://laohu8.com/S/UBER\"><b>Uber Technologies</b>&nbsp;</a>, and&nbsp;<a href=\"https://laohu8.com/S/MTCH\"><b>Match Group</b></a>&nbsp;are three household names that have declined in value this year, even as the major market indices have notched double-digit percentage gains. Not every stock climbs in a rising market, and more than 40% of U.S. exchange-traded listings are in the red this year. More than a quarter of the stocks have posted double-digit percentage declines in 2021. Let's take a closer look at some of the surprising sinkers.</p><p><blockquote><a href=\"https://laohu8.com/S/DIS\"><b>迪斯尼</b> </a>, <a href=\"https://laohu8.com/S/UBER\"><b>优步科技</b> </a>，和<a href=\"https://laohu8.com/S/MTCH\"><b>匹配组</b></a>尽管主要市场指数取得了两位数的百分比涨幅，但今年仍有三个家喻户晓的名字市值下跌。并非每只股票都会在上涨的市场中上涨，今年超过40%的美国交易所上市股票出现亏损。超过四分之一的股票在2021年出现了两位数的百分比跌幅。让我们仔细看看一些令人惊讶的下沉球。</blockquote></p><p> <a href=\"https://laohu8.com/S/DIS\"><b>Disney</b>&nbsp;</a></p><p><blockquote><a href=\"https://laohu8.com/S/DIS\"><b>迪斯尼</b> </a></blockquote></p><p> The loudest of high-fives when the economy started to get rolling again this year were probably exchanged in Disney's boardroom. This is a company with the world's leading theme parks, a strong niche with premium-priced family-friendly cruises, and movies that consistently top the box office. Its broadcasting arm fared well through the pandemic with folks sheltering in place, but naturally advertisers are willing to pay more now to reach viewers of ABC and ESPN when they know that consumers are open to spending money.</p><p><blockquote>当今年经济开始再次运转时，最响亮的击掌声可能是在迪士尼的董事会会议室里。这家公司拥有世界领先的主题公园、高价适合家庭的游轮以及持续高居票房榜首的电影。它的广播部门在疫情期间表现良好，人们都在原地避难，但当广告商知道消费者愿意花钱时，他们现在自然愿意支付更多费用来接触ABC和ESPN的观众。</blockquote></p><p> Disney stock is trading 15% lower in 2021, and it'smore than a little surprising. A knock on the media giant is that subscriber gains are slowing at Disney+, but it's hard to be upset about a premium streaming service that has more than 118 million accounts within just two years of availability. With momentum building despite the sluggish share price, Disney is a prime candidate to turn things around in 2022.</p><p><blockquote>迪士尼股价在2021年下跌了15%，这有点令人惊讶。对这家媒体巨头的一个打击是，Disney+的订户增长正在放缓，但很难对一项在推出短短两年内就拥有超过1.18亿个账户的优质流媒体服务感到不安。尽管股价低迷，但迪士尼的势头正在增强，是2022年扭转局面的主要候选者。</blockquote></p><p> <a href=\"https://laohu8.com/S/UBER\"><b>Uber Technologies</b>&nbsp;</a></p><p><blockquote><a href=\"https://laohu8.com/S/UBER\"><b>优步科技</b> </a></blockquote></p><p> It's easy to see why Uber's flagship personal mobility business slumped in 2020. Folks weren't hailing drivers to take them to work, school, or social settings during the first few months of the pandemic. Uber Eats fared understandably well last year, but this is the year that both its original car-hailing business and its restaurant takeout delivery platform should've worked together to drive Uber higher. It didn't happen. The stock is trading 14% lower in 2021.</p><p><blockquote>很容易理解为什么Uber的旗舰个人移动业务在2020年下滑。在疫情的头几个月，人们不会招呼司机带他们去上班、上学或社交场合。Uber Eats优食去年表现良好，这是可以理解的，但今年其最初的叫车业务和餐厅外卖配送平台应该共同努力，推动Uber走高。没发生。该股2021年的交易价格下跌了14%。</blockquote></p><p> The growth thesis has mostly played out as expected. Gross bookings hit an all-time high in last month's third-quarter report, a 57% year-over-year surge. Reported revenue fared even better, up 72% to $4.8 billion. The year-over-year comparisons were going to be easy for its mobility segment, but the real surprise here is that its Uber Eats-led delivery segment saw its revenue nearly double over the past year. Uber Eats was able to boost its take rate considerably as it ramps up its offerings.</p><p><blockquote>增长论点基本上符合预期。在上个月的第三季度报告中，总预订量创下历史新高，同比激增57%。报告的收入表现更好，增长72%，达到48亿美元。对于其移动业务来说，同比比较很容易，但真正令人惊讶的是，以Uber Eats为首的配送业务的收入在过去一年中几乎翻了一番。Uber Eats优食通过增加产品数量，大幅提高了其接受率。</blockquote></p><p> The red ink continues to be a problem, but the massive reported loss in its latest quarter was largely weighted by one-time markdowns for its equity investments. Uber did manage to return to positive adjustedEBITDA, and the road is clear for Uber to put the pedal to the metal in the year ahead.</p><p><blockquote>亏损仍然是一个问题，但最近一个季度报告的巨额亏损很大程度上是由于其股权投资的一次性降价造成的。Uber确实设法恢复了正的调整后债务折旧摊销前利润，Uber在未来一年全力以赴的道路是明确的。</blockquote></p><p> <a href=\"https://laohu8.com/S/MTCH\"><b>Match Group</b></a></p><p><blockquote><a href=\"https://laohu8.com/S/MTCH\"><b>匹配组</b></a></blockquote></p><p> When viable vaccines hit the market earlier this year, it should've been a dinner bell for Match Group. The online dating specialist with dozens of popular apps and sites claims that it accounts for roughly 60% of the relationships started online. It should've been a leader in 2022, but investors chose to swipe left on the parent company of Tinder. Match Group heads into the final trading week of the year with a 12% decline in 2021.</p><p><blockquote>当今年早些时候可行的疫苗上市时，这应该是Match Group的晚餐铃声。拥有数十个流行应用和网站的在线约会专家声称，它约占在线开始的关系的60%。它本应在2022年成为领导者，但投资者选择向左滑动Tinder的母公司。Match Group进入今年最后一个交易周，2021年股价下跌12%。</blockquote></p><p> The bullish thesis that Match Group would benefit from the reopening has been validated. Revenue rose 25% inits latest quarter, and it's well on its way to topping $3 billion in revenue for all of 2021. Most people are fine using the free features on dating apps, but the number of paying users across all of Match Group's properties has risen 16% over the past year. Revenue per payer has risen by 6%.</p><p><blockquote>Match Group将从重新开业中受益的看涨论点已得到验证。最近一个季度的收入增长了25%，2021年全年的收入有望突破30亿美元。大多数人都可以使用约会应用程序的免费功能，但Match Group所有酒店的付费用户数量在过去一年中增长了16%。每个付款人的收入增长了6%。</blockquote></p><p></p><p> Tinder is the top draw here, accounting for almost two-thirds of its premium users. It saw its direct revenue rise 20%, and the balance of Match Group's other properties saw direct revenue soar 32%. Like some online dating profiles that aren't as attractive once you dig deeper, Match Group hasn't looked good on the bottom line. It has fallen short of Wall Street earnings targets in back-to-back reports, and margins contracted in its latest quarter. You still have to think that Match Group should've at least kept pace with the market in 2021. Investors may want to swipe right before the online dating leader bounces back in 2022.</p><p><blockquote>Tinder是这里最吸引人的地方，几乎占其高级用户的三分之二。其直接收入增长了20%，Match Group其他资产的直接收入飙升了32%。就像一些一旦你深入挖掘就没有吸引力的在线约会资料一样，Match Group的底线看起来并不好。该公司在连续几份报告中均未达到华尔街的盈利目标，并且最近一个季度的利润率也有所收缩。你仍然必须认为Match Group至少应该在2021年跟上市场的步伐。投资者可能希望在这家在线约会领导者在2022年反弹之前买入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/26/3-stocks-that-surprisingly-tanked-in-2021/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼","MTCH":"Match Group, Inc.","UBER":"优步"},"source_url":"https://www.fool.com/investing/2021/12/26/3-stocks-that-surprisingly-tanked-in-2021/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168036893","content_text":"Key Points\n\nThis year has been rough for some stocks that were supposed to be big winners during the economy's reopening.\nDisney, Uber, and Match Group are trading 12% to 15% lower in 2021.\nThey all had strong catalysts as reopening plays, but investors aren't buying into the turnarounds.\n\n\nThis year has been interesting for investors. Many of last year's winners -- including companies that helped keep us connected and engaged through the pandemic -- have proved mortal in 2021. However, we're seeing even some of the names that seemed to be logical beneficiaries of the economy reopening falter this year.\nDisney , Uber Technologies , and Match Group are three household names that have declined in value this year, even as the major market indices have notched double-digit percentage gains. Not every stock climbs in a rising market, and more than 40% of U.S. exchange-traded listings are in the red this year. More than a quarter of the stocks have posted double-digit percentage declines in 2021. Let's take a closer look at some of the surprising sinkers.\nDisney \nThe loudest of high-fives when the economy started to get rolling again this year were probably exchanged in Disney's boardroom. This is a company with the world's leading theme parks, a strong niche with premium-priced family-friendly cruises, and movies that consistently top the box office. Its broadcasting arm fared well through the pandemic with folks sheltering in place, but naturally advertisers are willing to pay more now to reach viewers of ABC and ESPN when they know that consumers are open to spending money.\nDisney stock is trading 15% lower in 2021, and it'smore than a little surprising. A knock on the media giant is that subscriber gains are slowing at Disney+, but it's hard to be upset about a premium streaming service that has more than 118 million accounts within just two years of availability. With momentum building despite the sluggish share price, Disney is a prime candidate to turn things around in 2022.\nUber Technologies \nIt's easy to see why Uber's flagship personal mobility business slumped in 2020. Folks weren't hailing drivers to take them to work, school, or social settings during the first few months of the pandemic. Uber Eats fared understandably well last year, but this is the year that both its original car-hailing business and its restaurant takeout delivery platform should've worked together to drive Uber higher. It didn't happen. The stock is trading 14% lower in 2021.\nThe growth thesis has mostly played out as expected. Gross bookings hit an all-time high in last month's third-quarter report, a 57% year-over-year surge. Reported revenue fared even better, up 72% to $4.8 billion. The year-over-year comparisons were going to be easy for its mobility segment, but the real surprise here is that its Uber Eats-led delivery segment saw its revenue nearly double over the past year. Uber Eats was able to boost its take rate considerably as it ramps up its offerings.\nThe red ink continues to be a problem, but the massive reported loss in its latest quarter was largely weighted by one-time markdowns for its equity investments. Uber did manage to return to positive adjustedEBITDA, and the road is clear for Uber to put the pedal to the metal in the year ahead.\nMatch Group\nWhen viable vaccines hit the market earlier this year, it should've been a dinner bell for Match Group. The online dating specialist with dozens of popular apps and sites claims that it accounts for roughly 60% of the relationships started online. It should've been a leader in 2022, but investors chose to swipe left on the parent company of Tinder. Match Group heads into the final trading week of the year with a 12% decline in 2021.\nThe bullish thesis that Match Group would benefit from the reopening has been validated. Revenue rose 25% inits latest quarter, and it's well on its way to topping $3 billion in revenue for all of 2021. Most people are fine using the free features on dating apps, but the number of paying users across all of Match Group's properties has risen 16% over the past year. Revenue per payer has risen by 6%.\nTinder is the top draw here, accounting for almost two-thirds of its premium users. It saw its direct revenue rise 20%, and the balance of Match Group's other properties saw direct revenue soar 32%. Like some online dating profiles that aren't as attractive once you dig deeper, Match Group hasn't looked good on the bottom line. It has fallen short of Wall Street earnings targets in back-to-back reports, and margins contracted in its latest quarter. You still have to think that Match Group should've at least kept pace with the market in 2021. Investors may want to swipe right before the online dating leader bounces back in 2022.","news_type":1,"symbols_score_info":{"DIS":0.9,"MTCH":0.9,"UBER":0.9}},"isVote":1,"tweetType":1,"viewCount":2567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698733977,"gmtCreate":1640531608689,"gmtModify":1640531608835,"author":{"id":"3575247585577854","authorId":"3575247585577854","name":"Tgbdisciple","avatar":"https://static.tigerbbs.com/7c099c9cab7661dd2fa5c44752e05414","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575247585577854","idStr":"3575247585577854"},"themes":[],"htmlText":"Hopefully not","listText":"Hopefully not","text":"Hopefully not","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698733977","repostId":"2194711211","repostType":4,"isVote":1,"tweetType":1,"viewCount":3249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698272550,"gmtCreate":1640427920214,"gmtModify":1640427920357,"author":{"id":"3575247585577854","authorId":"3575247585577854","name":"Tgbdisciple","avatar":"https://static.tigerbbs.com/7c099c9cab7661dd2fa5c44752e05414","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575247585577854","idStr":"3575247585577854"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698272550","repostId":"2193917819","repostType":4,"isVote":1,"tweetType":1,"viewCount":2521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691641905,"gmtCreate":1640187904542,"gmtModify":1640187904675,"author":{"id":"3575247585577854","authorId":"3575247585577854","name":"Tgbdisciple","avatar":"https://static.tigerbbs.com/7c099c9cab7661dd2fa5c44752e05414","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575247585577854","idStr":"3575247585577854"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691641905","repostId":"1104039472","repostType":4,"repost":{"id":"1104039472","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":1640184691,"share":"https://www.laohu8.com/m/news/1104039472?lang=zh_CN&edition=full","pubTime":"2021-12-22 22:51","market":"us","language":"en","title":"Biogen shares fell 1.2% in early trading<blockquote>百健(Biogen)股价早盘下跌1.2%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1104039472","media":"Tiger Newspress","summary":"Biogen shares fell 1.2% in early trading.A Japanese health ministry panel said on Wednesday that inc","content":"<p>Biogen&nbsp;shares&nbsp;fell&nbsp;1.2%&nbsp;in&nbsp;early&nbsp;trading.<img src=\"https://static.tigerbbs.com/22ab29bf4110d582a44955c778f3cf48\" tg-width=\"713\" tg-height=\"596\" width=\"100%\" height=\"auto\">A Japanese health ministry panel said on Wednesday that inconsistent trial results made it difficult to determine the efficacy of an Alzheimer's treatment developed by Eisai Co and Biogen Inc.</p><p><blockquote>百健(Biogen)股价早盘下跌1.日本厚生省的一个小组周三表示，不一致的试验结果使得很难确定卫材公司和百健公司开发的阿尔茨海默氏症治疗方法的疗效。</blockquote></p><p> Tokyo-based Eisai and its United States partner filed for Japanese regulatory approval just over a year ago for the drug Aduhelm, which was approved in the United States in June.</p><p><blockquote>总部位于东京的卫材及其美国合作伙伴一年多前向日本监管机构申请了药物Aduhelm的批准，该药物于6月在美国获得批准。</blockquote></p><p> In a statement the panel cited inconsistent results from global Phase III trials and a lack of clinical significance in the drug's ability to reduce plaques in the brain. The panel said it would take another look if further data is submitted.</p><p><blockquote>在一份声明中，该小组引用了全球III期试验的不一致结果，以及该药物减少大脑斑块的能力缺乏临床意义。该小组表示，如果提交进一步的数据，它将重新审视。</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>Biogen shares fell 1.2% in early trading<blockquote>百健(Biogen)股价早盘下跌1.2%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBiogen shares fell 1.2% in early trading<blockquote>百健(Biogen)股价早盘下跌1.2%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-22 22:51</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Biogen&nbsp;shares&nbsp;fell&nbsp;1.2%&nbsp;in&nbsp;early&nbsp;trading.<img src=\"https://static.tigerbbs.com/22ab29bf4110d582a44955c778f3cf48\" tg-width=\"713\" tg-height=\"596\" width=\"100%\" height=\"auto\">A Japanese health ministry panel said on Wednesday that inconsistent trial results made it difficult to determine the efficacy of an Alzheimer's treatment developed by Eisai Co and Biogen Inc.</p><p><blockquote>百健(Biogen)股价早盘下跌1.日本厚生省的一个小组周三表示，不一致的试验结果使得很难确定卫材公司和百健公司开发的阿尔茨海默氏症治疗方法的疗效。</blockquote></p><p> Tokyo-based Eisai and its United States partner filed for Japanese regulatory approval just over a year ago for the drug Aduhelm, which was approved in the United States in June.</p><p><blockquote>总部位于东京的卫材及其美国合作伙伴一年多前向日本监管机构申请了药物Aduhelm的批准，该药物于6月在美国获得批准。</blockquote></p><p> In a statement the panel cited inconsistent results from global Phase III trials and a lack of clinical significance in the drug's ability to reduce plaques in the brain. The panel said it would take another look if further data is submitted.</p><p><blockquote>在一份声明中，该小组引用了全球III期试验的不一致结果，以及该药物减少大脑斑块的能力缺乏临床意义。该小组表示，如果提交进一步的数据，它将重新审视。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BIIB":"渤健公司"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104039472","content_text":"Biogen shares fell 1.2% in early trading.A Japanese health ministry panel said on Wednesday that inconsistent trial results made it difficult to determine the efficacy of an Alzheimer's treatment developed by Eisai Co and Biogen Inc.\nTokyo-based Eisai and its United States partner filed for Japanese regulatory approval just over a year ago for the drug Aduhelm, which was approved in the United States in June.\nIn a statement the panel cited inconsistent results from global Phase III trials and a lack of clinical significance in the drug's ability to reduce plaques in the brain. The panel said it would take another look if further data is submitted.","news_type":1,"symbols_score_info":{"BIIB":0.9}},"isVote":1,"tweetType":1,"viewCount":2136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690751388,"gmtCreate":1639712098915,"gmtModify":1639712443307,"author":{"id":"3575247585577854","authorId":"3575247585577854","name":"Tgbdisciple","avatar":"https://static.tigerbbs.com/7c099c9cab7661dd2fa5c44752e05414","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575247585577854","idStr":"3575247585577854"},"themes":[],"htmlText":"Shag","listText":"Shag","text":"Shag","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690751388","repostId":"1141867982","repostType":4,"repost":{"id":"1141867982","kind":"news","pubTimestamp":1639708874,"share":"https://www.laohu8.com/m/news/1141867982?lang=zh_CN&edition=full","pubTime":"2021-12-17 10:41","market":"us","language":"en","title":"Tesla: Cathie Wood's Actions Speak Louder Than Words<blockquote>特斯拉：凯西·伍德的行动胜于雄辩</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1141867982","media":"Seeking Alpha","summary":"Summary\n\nArk Invest continues to sell shares of the EV company.\nWeight in the top fund now is below ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Ark Invest continues to sell shares of the EV company.</li>  <li>Weight in the top fund now is below 7.75%.</li>  <li>Lack of purchases for undervalued stock is telling.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7aab2de2ec892bafc5a0ef6e0335fec\" tg-width=\"1536\" tg-height=\"1025\" width=\"100%\" height=\"auto\"><span>Justin Sullivan/Getty Images News</span></p><p><blockquote><ul><li>Ark Invest继续出售这家电动汽车公司的股票。</li><li>顶级基金的权重目前低于7.75%。</li><li>缺乏对被低估股票的购买很能说明问题。</li></ul><p class=\"t-img-caption\"><span>贾斯汀·沙利文/盖蒂图片社新闻</span></p></blockquote></p><p> When it comes to electric vehicle maker Tesla (TSLA), one of the biggest and most vocal bulls in recent years has been Cathie Wood. The leader of Ark Investment Management has been all over various financial media preaching her love for the company and its stock. However, despite all the positive sentiment, her firm has been selling Tesla shares in massive amounts recently.</p><p><blockquote>谈到电动汽车制造商特斯拉(TSLA)，近年来最大、最直言不讳的看涨者之一是凯西·伍德(Cathie Wood)。方舟投资管理公司的领导人一直在各种财经媒体上宣扬她对公司及其股票的热爱。然而，尽管情绪积极，她的公司最近仍在大量出售特斯拉股票。</blockquote></p><p> As those who have followed my Tesla coverage here know, I've been tracking Ark Invest's daily Tesla holdings since late March 2020. The stock is held primarily in three of Ark's active ETFs - the Innovation ETF (ARKK), the Autonomous Technology and Robotics ETF (ARKQ), and the Next Generation Internet ETF (ARKW). Recently, Ark Invest launched a Transparency ETF (CTRU) that holds Tesla, but this is an index-based ETF that follows a specific index, and it is very small currently. The Transparency ETF doesn't make large daily allocation moves like the Active ETFs do, so it's not really vital to the argument here today.</p><p><blockquote>正如那些关注我的特斯拉报道的人所知，自2020年3月下旬以来，我一直在跟踪Ark Invest的每日特斯拉持有量。该股票主要由Ark的三只主动ETF持有——创新ETF(ARKK)、自主技术和机器人ETF(ARKQ)和下一代互联网ETF(ARKW)。最近，Ark Invest推出了一只持有特斯拉的透明ETF（CTRU），但这是一只跟踪特定指数的指数型ETF，目前规模非常小。透明度ETF不像主动型ETF那样进行大量的每日配置变动，因此它对于今天的论点并不重要。</blockquote></p><p> For its Active ETFs, Ark Invest sends out a daily e-mail that details the firm's allocation trades. These are specific buys or sells in an individual name to change the stock's weighting in one of the six Active ETFs. There are also position changes daily due to inflows or redemptions, but these are not shown in the e-mail. To see those changes, you have to track holdings daily like I have. The graphic below shows Wednesday's allocation changes for ARKK.</p><p><blockquote>对于其主动ETF，Ark Invest每天都会发送一封电子邮件，详细介绍该公司的配置交易。这些是以个人名义进行的特定买卖，以改变股票在六只活跃ETF中一只的权重。此外，每日还存在因流入或赎回而导致的位置变动，但这些并没有显示在邮件中。要看到这些变化，你必须像我一样每天跟踪持有量。下图显示了周三ARKK的配置变化。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb55e624d01be71b7bccdfe2b1836d3f\" tg-width=\"640\" tg-height=\"525\" width=\"100%\" height=\"auto\"><span>Source: Ark Invest Daily Trades E-mail</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Ark Invest每日交易电子邮件</span></p></blockquote></p><p> ARKK is known as the Ark Invest \"mothership,\" since it's the firm's flagship fund and contains about 52% of the firm's total assets under management. Wednesday's Tesla sale in this ETF was its 12th in the past 19 trading days, and Ark Invest also sold another 22,579 shares on Wednesday in the other two Active ETFs that hold the stock. This continues a selling pattern that started in late July, and Ark Invest hasn't bought Tesla on an allocation basis in any of the three funds since July 7.</p><p><blockquote>方舟投资公司（Arkk Invest）之所以被称为“母船”，是因为它是该公司的旗舰基金，拥有该公司管理的总资产的52%。周三该ETF的特斯拉抛售是过去19个交易日中的第12次，Ark Invest周三还在持有该股的另外两只活跃ETF中另外出售了22,579股股票。这延续了7月下旬开始的抛售模式，自7月7日以来，Ark Invest尚未在这三只基金中的任何一只基金中以配置的方式购买特斯拉。</blockquote></p><p> Before counting any changes due to inflows and redemptions on Wednesday, the three Tesla sales on Wednesday would put total Tesla holdings in the Active ETFs at about 1.9 million shares. At their individual peaks, these ETFs combined to hold more than 5.575 million shares, so this is a dramatic shift in sentiment for the firm (the individual daily combined total peak for the three ETFs was more than 5.515 million shares).</p><p><blockquote>在计算周三因资金流入和赎回而产生的任何变化之前，特斯拉周三的三笔出售将使特斯拉在主动ETF中的总持有量达到约190万股。在各自的峰值时，这些ETF合计持有超过557.5万股，因此这是该公司情绪的巨大转变（三只ETF的单日合计总峰值超过551.5万股）。</blockquote></p><p> The massive Tesla sales recently are especially strange when you consider&nbsp;last week's CNBC appearance. Cathie Wood was on the network saying how Tesla is undervalued, and she reiterated her $3,000 base case price target on the stock. That was when shares were around $1,050, and yet she sold shares that day and has continued since, despite Tesla shares falling under $930 during Wednesday's trade before rebounding with the market after the Fed decision.</p><p><blockquote>当你考虑到上周CNBC的亮相时，特斯拉最近的大规模销售尤其奇怪。凯西·伍德(Cathie Wood)在网络上表示特斯拉被低估，并重申了该股3,000美元的基本目标价。当时股价约为1,050美元，但她当天出售了股票，此后一直如此，尽管特斯拉股价在周三的交易中跌破930美元，然后在美联储决定后随市场反弹。</blockquote></p><p> Now there will be defenders of Cathie Wood talking about position limits in individual names. Well, Ark Invest&nbsp;actually removed these limitsearlier this year, which previously allowed its ETFs to hold up to 30% in any one particular name. As the chart below will show, Tesla never had a daily ending weight of more than 13% in ARKK, so it's not like shares were ever anywhere near this limit anyway. Cathie Wood has a \"self-imposed restriction\" that prevents any allocation buy any stocks that are over 10% in a fund, but there is no set guideline on when she has to sell any names.</p><p><blockquote>现在将会有凯西·伍德的捍卫者谈论个人名义的头寸限制。Ark Invest实际上在今年早些时候取消了这些限制，此前允许其ETF以任何特定名称持有最多30%的股份。如下图所示，特斯拉在ARKK的日收盘权重从未超过13%，因此股价也从未接近过这一限制。Cathie Wood有一个“自我施加的限制”，阻止任何配置购买基金中超过10%的股票，但对于她何时必须出售任何股票，没有固定的指导方针。</blockquote></p><p> I bring up these percentages because it has to do with Ark's Tesla sales. There will be those saying Cathie sold due to those limits, but that's a false theory. Yes, Tesla shares have certainly rallied in recent years, but when you have a $3,000 price target on the stock, why are you selling under $1,000 currently? Take a look at the chart below, which shows Tesla's weight in ARKK over the past 420 trading days.</p><p><blockquote>我提出这些百分比是因为它与Ark的特斯拉销售额有关。会有人说凯西是因为这些限制而卖出的，但这是一个错误的理论。是的，特斯拉股价近年来确实上涨了，但当你对该股的目标价为3,000美元时，为什么你目前的价格低于1,000美元呢？看看下图，它显示了过去420个交易日特斯拉在ARKK的权重。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/428535a6d7a7e5ffe7a9d198bb5ba675\" tg-width=\"640\" tg-height=\"357\" width=\"100%\" height=\"auto\"><span>Last data point on chart is for weighting as of 12/15. Source: ARKK website tracked daily</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表上的最后一个数据点是截至12/15的权重。来源：ARKK网站每日追踪</span></p></blockquote></p><p></p><p> Tesla was a 7.73% weight in the flagship fund as of Wednesday. I'll also point out that until last week, Tesla had not been under 8.50% during my tracking period, yet Cathie Wood continues to sell shares even with Tesla's weight at its lowest point in at least 21 months. Previously, when Tesla got back below 10.00%, Ark Invest was usually quick to buy shares again. I will point out that over the past couple of months, about 860,000 shares of her reduced Tesla position has been due to redemptions in her funds as they have crashed from their all-time highs.</p><p><blockquote>截至周三，特斯拉在旗舰基金中的权重为7.73%。我还要指出，直到上周，在我的跟踪期间，特斯拉的股价还没有低于8.50%，但即使特斯拉的权重处于至少21个月以来的最低点，凯西·伍德仍在继续出售股票。此前，当特斯拉股价回到10.00%以下时，Ark Invest通常会很快再次买入股票。我要指出的是，在过去的几个月里，她减少的特斯拉头寸中约有860,000股是由于她的基金从历史高点暴跌而被赎回。</blockquote></p><p> In the end, Cathie Wood's actions regarding Tesla are quite contrary to the statements she has made. The fund manager on Wednesday continued to sell shares in the EV maker, despite it already being at its lowest weight in her flagship fund in more than 400 trading days. Across the three active Ark Invest ETFs, the total holding of shares has come down by nearly two-thirds, although a little less than a quarter of that decline has been due to redemptions. It was only last week that she called Tesla undervalued and reiterated a $3,000 price target, but her recent trading history tells a much different story.</p><p><blockquote>最后，凯西·伍德关于特斯拉的行为与她所做的声明完全相反。这位基金经理周三继续出售这家电动汽车制造商的股票，尽管该公司在其旗舰基金中的权重已经处于400多个交易日以来的最低水平。在三只活跃的Ark Invest ETF中，股票总持有量下降了近三分之二，尽管其中不到四分之一的下降是由于赎回造成的。就在上周，她称特斯拉被低估，并重申了3000美元的目标价，但她最近的交易历史却讲述了一个截然不同的故事。</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>Tesla: Cathie Wood's Actions Speak Louder Than Words<blockquote>特斯拉：凯西·伍德的行动胜于雄辩</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Cathie Wood's Actions Speak Louder Than Words<blockquote>特斯拉：凯西·伍德的行动胜于雄辩</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\">2021-12-17 10:41</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>Ark Invest continues to sell shares of the EV company.</li>  <li>Weight in the top fund now is below 7.75%.</li>  <li>Lack of purchases for undervalued stock is telling.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7aab2de2ec892bafc5a0ef6e0335fec\" tg-width=\"1536\" tg-height=\"1025\" width=\"100%\" height=\"auto\"><span>Justin Sullivan/Getty Images News</span></p><p><blockquote><ul><li>Ark Invest继续出售这家电动汽车公司的股票。</li><li>顶级基金的权重目前低于7.75%。</li><li>缺乏对被低估股票的购买很能说明问题。</li></ul><p class=\"t-img-caption\"><span>贾斯汀·沙利文/盖蒂图片社新闻</span></p></blockquote></p><p> When it comes to electric vehicle maker Tesla (TSLA), one of the biggest and most vocal bulls in recent years has been Cathie Wood. The leader of Ark Investment Management has been all over various financial media preaching her love for the company and its stock. However, despite all the positive sentiment, her firm has been selling Tesla shares in massive amounts recently.</p><p><blockquote>谈到电动汽车制造商特斯拉(TSLA)，近年来最大、最直言不讳的看涨者之一是凯西·伍德(Cathie Wood)。方舟投资管理公司的领导人一直在各种财经媒体上宣扬她对公司及其股票的热爱。然而，尽管情绪积极，她的公司最近仍在大量出售特斯拉股票。</blockquote></p><p> As those who have followed my Tesla coverage here know, I've been tracking Ark Invest's daily Tesla holdings since late March 2020. The stock is held primarily in three of Ark's active ETFs - the Innovation ETF (ARKK), the Autonomous Technology and Robotics ETF (ARKQ), and the Next Generation Internet ETF (ARKW). Recently, Ark Invest launched a Transparency ETF (CTRU) that holds Tesla, but this is an index-based ETF that follows a specific index, and it is very small currently. The Transparency ETF doesn't make large daily allocation moves like the Active ETFs do, so it's not really vital to the argument here today.</p><p><blockquote>正如那些关注我的特斯拉报道的人所知，自2020年3月下旬以来，我一直在跟踪Ark Invest的每日特斯拉持有量。该股票主要由Ark的三只主动ETF持有——创新ETF(ARKK)、自主技术和机器人ETF(ARKQ)和下一代互联网ETF(ARKW)。最近，Ark Invest推出了一只持有特斯拉的透明ETF（CTRU），但这是一只跟踪特定指数的指数型ETF，目前规模非常小。透明度ETF不像主动型ETF那样进行大量的每日配置变动，因此它对于今天的论点并不重要。</blockquote></p><p> For its Active ETFs, Ark Invest sends out a daily e-mail that details the firm's allocation trades. These are specific buys or sells in an individual name to change the stock's weighting in one of the six Active ETFs. There are also position changes daily due to inflows or redemptions, but these are not shown in the e-mail. To see those changes, you have to track holdings daily like I have. The graphic below shows Wednesday's allocation changes for ARKK.</p><p><blockquote>对于其主动ETF，Ark Invest每天都会发送一封电子邮件，详细介绍该公司的配置交易。这些是以个人名义进行的特定买卖，以改变股票在六只活跃ETF中一只的权重。此外，每日还存在因流入或赎回而导致的位置变动，但这些并没有显示在邮件中。要看到这些变化，你必须像我一样每天跟踪持有量。下图显示了周三ARKK的配置变化。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb55e624d01be71b7bccdfe2b1836d3f\" tg-width=\"640\" tg-height=\"525\" width=\"100%\" height=\"auto\"><span>Source: Ark Invest Daily Trades E-mail</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Ark Invest每日交易电子邮件</span></p></blockquote></p><p> ARKK is known as the Ark Invest \"mothership,\" since it's the firm's flagship fund and contains about 52% of the firm's total assets under management. Wednesday's Tesla sale in this ETF was its 12th in the past 19 trading days, and Ark Invest also sold another 22,579 shares on Wednesday in the other two Active ETFs that hold the stock. This continues a selling pattern that started in late July, and Ark Invest hasn't bought Tesla on an allocation basis in any of the three funds since July 7.</p><p><blockquote>方舟投资公司（Arkk Invest）之所以被称为“母船”，是因为它是该公司的旗舰基金，拥有该公司管理的总资产的52%。周三该ETF的特斯拉抛售是过去19个交易日中的第12次，Ark Invest周三还在持有该股的另外两只活跃ETF中另外出售了22,579股股票。这延续了7月下旬开始的抛售模式，自7月7日以来，Ark Invest尚未在这三只基金中的任何一只基金中以配置的方式购买特斯拉。</blockquote></p><p> Before counting any changes due to inflows and redemptions on Wednesday, the three Tesla sales on Wednesday would put total Tesla holdings in the Active ETFs at about 1.9 million shares. At their individual peaks, these ETFs combined to hold more than 5.575 million shares, so this is a dramatic shift in sentiment for the firm (the individual daily combined total peak for the three ETFs was more than 5.515 million shares).</p><p><blockquote>在计算周三因资金流入和赎回而产生的任何变化之前，特斯拉周三的三笔出售将使特斯拉在主动ETF中的总持有量达到约190万股。在各自的峰值时，这些ETF合计持有超过557.5万股，因此这是该公司情绪的巨大转变（三只ETF的单日合计总峰值超过551.5万股）。</blockquote></p><p> The massive Tesla sales recently are especially strange when you consider&nbsp;last week's CNBC appearance. Cathie Wood was on the network saying how Tesla is undervalued, and she reiterated her $3,000 base case price target on the stock. That was when shares were around $1,050, and yet she sold shares that day and has continued since, despite Tesla shares falling under $930 during Wednesday's trade before rebounding with the market after the Fed decision.</p><p><blockquote>当你考虑到上周CNBC的亮相时，特斯拉最近的大规模销售尤其奇怪。凯西·伍德(Cathie Wood)在网络上表示特斯拉被低估，并重申了该股3,000美元的基本目标价。当时股价约为1,050美元，但她当天出售了股票，此后一直如此，尽管特斯拉股价在周三的交易中跌破930美元，然后在美联储决定后随市场反弹。</blockquote></p><p> Now there will be defenders of Cathie Wood talking about position limits in individual names. Well, Ark Invest&nbsp;actually removed these limitsearlier this year, which previously allowed its ETFs to hold up to 30% in any one particular name. As the chart below will show, Tesla never had a daily ending weight of more than 13% in ARKK, so it's not like shares were ever anywhere near this limit anyway. Cathie Wood has a \"self-imposed restriction\" that prevents any allocation buy any stocks that are over 10% in a fund, but there is no set guideline on when she has to sell any names.</p><p><blockquote>现在将会有凯西·伍德的捍卫者谈论个人名义的头寸限制。Ark Invest实际上在今年早些时候取消了这些限制，此前允许其ETF以任何特定名称持有最多30%的股份。如下图所示，特斯拉在ARKK的日收盘权重从未超过13%，因此股价也从未接近过这一限制。Cathie Wood有一个“自我施加的限制”，阻止任何配置购买基金中超过10%的股票，但对于她何时必须出售任何股票，没有固定的指导方针。</blockquote></p><p> I bring up these percentages because it has to do with Ark's Tesla sales. There will be those saying Cathie sold due to those limits, but that's a false theory. Yes, Tesla shares have certainly rallied in recent years, but when you have a $3,000 price target on the stock, why are you selling under $1,000 currently? Take a look at the chart below, which shows Tesla's weight in ARKK over the past 420 trading days.</p><p><blockquote>我提出这些百分比是因为它与Ark的特斯拉销售额有关。会有人说凯西是因为这些限制而卖出的，但这是一个错误的理论。是的，特斯拉股价近年来确实上涨了，但当你对该股的目标价为3,000美元时，为什么你目前的价格低于1,000美元呢？看看下图，它显示了过去420个交易日特斯拉在ARKK的权重。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/428535a6d7a7e5ffe7a9d198bb5ba675\" tg-width=\"640\" tg-height=\"357\" width=\"100%\" height=\"auto\"><span>Last data point on chart is for weighting as of 12/15. Source: ARKK website tracked daily</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表上的最后一个数据点是截至12/15的权重。来源：ARKK网站每日追踪</span></p></blockquote></p><p></p><p> Tesla was a 7.73% weight in the flagship fund as of Wednesday. I'll also point out that until last week, Tesla had not been under 8.50% during my tracking period, yet Cathie Wood continues to sell shares even with Tesla's weight at its lowest point in at least 21 months. Previously, when Tesla got back below 10.00%, Ark Invest was usually quick to buy shares again. I will point out that over the past couple of months, about 860,000 shares of her reduced Tesla position has been due to redemptions in her funds as they have crashed from their all-time highs.</p><p><blockquote>截至周三，特斯拉在旗舰基金中的权重为7.73%。我还要指出，直到上周，在我的跟踪期间，特斯拉的股价还没有低于8.50%，但即使特斯拉的权重处于至少21个月以来的最低点，凯西·伍德仍在继续出售股票。此前，当特斯拉股价回到10.00%以下时，Ark Invest通常会很快再次买入股票。我要指出的是，在过去的几个月里，她减少的特斯拉头寸中约有860,000股是由于她的基金从历史高点暴跌而被赎回。</blockquote></p><p> In the end, Cathie Wood's actions regarding Tesla are quite contrary to the statements she has made. The fund manager on Wednesday continued to sell shares in the EV maker, despite it already being at its lowest weight in her flagship fund in more than 400 trading days. Across the three active Ark Invest ETFs, the total holding of shares has come down by nearly two-thirds, although a little less than a quarter of that decline has been due to redemptions. It was only last week that she called Tesla undervalued and reiterated a $3,000 price target, but her recent trading history tells a much different story.</p><p><blockquote>最后，凯西·伍德关于特斯拉的行为与她所做的声明完全相反。这位基金经理周三继续出售这家电动汽车制造商的股票，尽管该公司在其旗舰基金中的权重已经处于400多个交易日以来的最低水平。在三只活跃的Ark Invest ETF中，股票总持有量下降了近三分之二，尽管其中不到四分之一的下降是由于赎回造成的。就在上周，她称特斯拉被低估，并重申了3000美元的目标价，但她最近的交易历史却讲述了一个截然不同的故事。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4475631-tesla-cathie-wood-share-sales\">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":{"TSLA":"特斯拉","ARKK":"ARK Innovation ETF","ARKG":"ARK Genomic Revolution ETF"},"source_url":"https://seekingalpha.com/article/4475631-tesla-cathie-wood-share-sales","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141867982","content_text":"Summary\n\nArk Invest continues to sell shares of the EV company.\nWeight in the top fund now is below 7.75%.\nLack of purchases for undervalued stock is telling.\n\nJustin Sullivan/Getty Images News\nWhen it comes to electric vehicle maker Tesla (TSLA), one of the biggest and most vocal bulls in recent years has been Cathie Wood. The leader of Ark Investment Management has been all over various financial media preaching her love for the company and its stock. However, despite all the positive sentiment, her firm has been selling Tesla shares in massive amounts recently.\nAs those who have followed my Tesla coverage here know, I've been tracking Ark Invest's daily Tesla holdings since late March 2020. The stock is held primarily in three of Ark's active ETFs - the Innovation ETF (ARKK), the Autonomous Technology and Robotics ETF (ARKQ), and the Next Generation Internet ETF (ARKW). Recently, Ark Invest launched a Transparency ETF (CTRU) that holds Tesla, but this is an index-based ETF that follows a specific index, and it is very small currently. The Transparency ETF doesn't make large daily allocation moves like the Active ETFs do, so it's not really vital to the argument here today.\nFor its Active ETFs, Ark Invest sends out a daily e-mail that details the firm's allocation trades. These are specific buys or sells in an individual name to change the stock's weighting in one of the six Active ETFs. There are also position changes daily due to inflows or redemptions, but these are not shown in the e-mail. To see those changes, you have to track holdings daily like I have. The graphic below shows Wednesday's allocation changes for ARKK.\nSource: Ark Invest Daily Trades E-mail\nARKK is known as the Ark Invest \"mothership,\" since it's the firm's flagship fund and contains about 52% of the firm's total assets under management. Wednesday's Tesla sale in this ETF was its 12th in the past 19 trading days, and Ark Invest also sold another 22,579 shares on Wednesday in the other two Active ETFs that hold the stock. This continues a selling pattern that started in late July, and Ark Invest hasn't bought Tesla on an allocation basis in any of the three funds since July 7.\nBefore counting any changes due to inflows and redemptions on Wednesday, the three Tesla sales on Wednesday would put total Tesla holdings in the Active ETFs at about 1.9 million shares. At their individual peaks, these ETFs combined to hold more than 5.575 million shares, so this is a dramatic shift in sentiment for the firm (the individual daily combined total peak for the three ETFs was more than 5.515 million shares).\nThe massive Tesla sales recently are especially strange when you consider last week's CNBC appearance. Cathie Wood was on the network saying how Tesla is undervalued, and she reiterated her $3,000 base case price target on the stock. That was when shares were around $1,050, and yet she sold shares that day and has continued since, despite Tesla shares falling under $930 during Wednesday's trade before rebounding with the market after the Fed decision.\nNow there will be defenders of Cathie Wood talking about position limits in individual names. Well, Ark Invest actually removed these limitsearlier this year, which previously allowed its ETFs to hold up to 30% in any one particular name. As the chart below will show, Tesla never had a daily ending weight of more than 13% in ARKK, so it's not like shares were ever anywhere near this limit anyway. Cathie Wood has a \"self-imposed restriction\" that prevents any allocation buy any stocks that are over 10% in a fund, but there is no set guideline on when she has to sell any names.\nI bring up these percentages because it has to do with Ark's Tesla sales. There will be those saying Cathie sold due to those limits, but that's a false theory. Yes, Tesla shares have certainly rallied in recent years, but when you have a $3,000 price target on the stock, why are you selling under $1,000 currently? Take a look at the chart below, which shows Tesla's weight in ARKK over the past 420 trading days.\nLast data point on chart is for weighting as of 12/15. Source: ARKK website tracked daily\nTesla was a 7.73% weight in the flagship fund as of Wednesday. I'll also point out that until last week, Tesla had not been under 8.50% during my tracking period, yet Cathie Wood continues to sell shares even with Tesla's weight at its lowest point in at least 21 months. Previously, when Tesla got back below 10.00%, Ark Invest was usually quick to buy shares again. I will point out that over the past couple of months, about 860,000 shares of her reduced Tesla position has been due to redemptions in her funds as they have crashed from their all-time highs.\nIn the end, Cathie Wood's actions regarding Tesla are quite contrary to the statements she has made. The fund manager on Wednesday continued to sell shares in the EV maker, despite it already being at its lowest weight in her flagship fund in more than 400 trading days. Across the three active Ark Invest ETFs, the total holding of shares has come down by nearly two-thirds, although a little less than a quarter of that decline has been due to redemptions. It was only last week that she called Tesla undervalued and reiterated a $3,000 price target, but her recent trading history tells a much different story.","news_type":1,"symbols_score_info":{"ARKG":0.9,"TSLA":0.9,"ARKK":0.9}},"isVote":1,"tweetType":1,"viewCount":2503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607204748,"gmtCreate":1639540363476,"gmtModify":1639540539542,"author":{"id":"3575247585577854","authorId":"3575247585577854","name":"Tgbdisciple","avatar":"https://static.tigerbbs.com/7c099c9cab7661dd2fa5c44752e05414","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575247585577854","idStr":"3575247585577854"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607204748","repostId":"1192399268","repostType":4,"repost":{"id":"1192399268","kind":"news","pubTimestamp":1639538559,"share":"https://www.laohu8.com/m/news/1192399268?lang=zh_CN&edition=full","pubTime":"2021-12-15 11:22","market":"us","language":"en","title":"Amazon Web Services to invest $5bn in Indonesia cloud business<blockquote>亚马逊网络服务将向印度尼西亚云业务投资50亿美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192399268","media":"Nikkei Asia","summary":"Tech group plans to build more data centers on back of Jakarta region launch\nAmazon Web Services, th","content":"<p>Tech group plans to build more data centers on back of Jakarta region launch</p><p><blockquote>科技集团计划在雅加达地区启动后建设更多数据中心</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffdd315a87e27f60d7f585dd34825ed1\" tg-width=\"1400\" tg-height=\"788\" width=\"100%\" height=\"auto\"><span>Amazon Web Services, the cloud arm of U.S. e-commerce group Amazon, is betting big on Indonesia.</span></p><p><blockquote><p class=\"t-img-caption\"><span>美国电子商务集团亚马逊的云部门亚马逊网络服务在印度尼西亚上下了很大赌注。</span></p></blockquote></p><p> JAKARTA -- Amazon Web Services, the cloud arm of major U.S. e-commerce group Amazon, said it plans to invest $5 billion in Indonesia over the next 15 years as it launched its first cloud infrastructure region for the country.</p><p><blockquote>雅加达——美国主要电子商务集团亚马逊的云部门亚马逊网络服务表示，计划未来15年在印度尼西亚投资50亿美元，为该国推出第一个云基础设施区域。</blockquote></p><p> The AWS Asia Pacific (Jakarta) Region, announced Tuesday, is the cloud group's second such so-called active region in Southeast Asia after Singapore, its 10th in the Asia Pacific and 26th globally.</p><p><blockquote>周二宣布的AWS亚太（雅加达）地区是该云集团继新加坡之后在东南亚的第二个所谓活跃地区，在亚太地区排名第10，在全球排名第26。</blockquote></p><p> That means AWS' Indonesian customers -- including local tech unicorns, startups, enterprises and government institutions -- can now \"run their applications and serve end users,\" as well as \"drive innovation\" by \"leveraging AWS advanced technologies from data centers located in Indonesia,\" the company said in a news release.</p><p><blockquote>这意味着AWS的印度尼西亚客户——包括当地科技独角兽、初创公司、企业和政府机构——现在可以“运行他们的应用程序并为最终用户提供服务”，并通过“利用位于印度尼西亚的数据中心的AWS先进技术来“推动创新”，”该公司在一份新闻稿中表示。</blockquote></p><p> AWS added it is planning to invest an estimated $5 billion in Southeast Asia's largest economy through the new Jakarta region -- including for the construction of more data centers.</p><p><blockquote>AWS补充说，它计划通过新的雅加达地区向东南亚最大的经济体投资约50亿美元，包括建设更多数据中心。</blockquote></p><p> Indonesia boasts the world's fourth-largest population and has a booming digital economy spurred by a bevy of tech unicorns -- startups valued at more than $1 billion -- as well as surging demand for digital services during the coronavirus pandemic and related lockdowns. It is quickly becoming one of the hottest battlegrounds for data centers and cloud services in Asia -- a phenomenon partially driven by the government's local data storage requirements.</p><p><blockquote>印度尼西亚拥有世界第四大人口，数字经济蓬勃发展，这得益于一群科技独角兽（估值超过10亿美元的初创公司），以及冠状病毒大流行和相关封锁期间对数字服务的需求激增。它正迅速成为亚洲数据中心和云服务最热门的战场之一——这一现象部分是由政府对本地数据存储的要求推动的。</blockquote></p><p> International property consultant Jones Lang LaSalle in a July report said Indonesia was the second-highest earner in Southeast Asia's cloud business with $600 million in total cloud-based revenue last year, trailing Singapore's $1.8 billion. Indonesia's revenue is expected to more than triple by 2025.</p><p><blockquote>国际房地产咨询公司仲量联行在7月份的一份报告中表示，印度尼西亚是东南亚云业务收入第二高的国家，去年基于云的总收入为6亿美元，落后于新加坡的18亿美元。预计到2025年，印度尼西亚的收入将增加两倍以上。</blockquote></p><p> \"Demand for data centers in Indonesia is driven by local and international businesses' growing adoption of cloud based services, and is underpinned by technological advances,\" JLL said. \"Some corporations are heading towards remote working, which is also driving the demand for cloud computing.\"</p><p><blockquote>仲量联行表示：“本地和国际企业越来越多地采用基于云的服务，推动了印度尼西亚对数据中心的需求，并得到了技术进步的支持。”“一些企业正在走向远程工作，这也推动了对云计算的需求。”</blockquote></p><p> Citing its own economic impact study, AWS said that the new region's operations and spending plans will directly and indirectly create 24,700 local jobs in the country including for construction, facility maintenance, engineering and telecommunications as part of its supply chain. AWS said it will add more than $10.9 billion to Indonesia's gross domestic product over the next 15 years.</p><p><blockquote>AWS援引自己的经济影响研究表示，新地区的运营和支出计划将直接和间接在该国创造24,700个当地就业岗位，包括作为其供应链一部分的建筑、设施维护、工程和电信。AWS表示，未来15年将为印尼国内生产总值增加超过109亿美元。</blockquote></p><p> The region will \"help Indonesian institutions, innovative startups, and world-leading companies deliver cloud-powered applications to fuel economic development across the country,\" Prasad Kalyanaraman, AWS vice-president for infrastructure services, said in the release.</p><p><blockquote>AWS基础设施服务副总裁Prasad Kalyanaraman在新闻稿中表示，该地区将“帮助印度尼西亚机构、创新型初创公司和世界领先的公司提供云驱动的应用程序，以推动全国的经济发展”。</blockquote></p><p> AWS, the global market leader in cloud computing services, lists among its clients in Indonesia Halodoc, a health tech startup which saw traffic soar significantly during the pandemic, and Indonesian media and property conglomerate MNC Group, which made a foray into digital banking this year. Other local clients include e-commerce group Tokopedia, travel site unicorn Traveloka, delivery company SiCepat and state-owned post office Pos Indonesia.</p><p><blockquote>云计算服务的全球市场领导者AWS在印度尼西亚的客户包括健康科技初创公司Halodoc和印度尼西亚媒体和房地产集团MNC Group，前者在疫情期间流量大幅飙升，后者今年进军数字银行业务。其他本地客户包括电子商务集团Tokopedia、旅游网站独角兽Traveloka、快递公司SiCepat和国有邮局Pos Indonesia。</blockquote></p><p> AWS, however, is not the only provider in Indonesia. Alibaba Cloud, the cloud arm of Chinese internet group Alibaba and an early entrant to Indonesia, launched its third data center in the country in June after starting its first two in 2018 and 2019, respectively.</p><p><blockquote>然而，AWS并不是印度尼西亚唯一的提供商。阿里巴巴-SW云是中国互联网集团阿里巴巴-SW的云部门，也是印尼的早期进入者，继分别于2018年和2019年启动前两个数据中心后，于6月在印尼启动了第三个数据中心。</blockquote></p><p> Tencent Holdings, another Chinese internet conglomerate, launched its first local data center in April and has announced plans to establish a second one in the near future.</p><p><blockquote>另一家中国互联网集团腾讯控股控股在4月份推出了第一个本地数据中心，并宣布计划在不久的将来建立第二个数据中心。</blockquote></p><p> U.S. tech group Microsoft, meanwhile, in February reiterated its plan to establish a data center in the country, while Google Cloud last year launched its Jakarta region to localize&nbsp;its cloud services for Indonesian clients by partnering with local data center operators after previously using overseas centers.</p><p><blockquote>与此同时，美国科技集团微软在2月份重申了在该国建立数据中心的计划，而谷歌云去年推出了雅加达地区，在此前使用海外数据中心后，通过与当地数据中心运营商合作，为印度尼西亚客户本地化其云服务中心。</blockquote></p><p> The booming cloud business also has attracted local players including Data Center Indonesia and the country's largest telecommunications company, state-owned Telekomunikasi Indonesia. Foreign players such as Japan's Nippon Telegraph &amp; Telephone, Singapore's Keppel DC and Princeton Digital Group have also jumped in.</p><p><blockquote>蓬勃发展的云业务也吸引了当地参与者，包括印度尼西亚数据中心和该国最大的电信公司国有的印度尼西亚电信。日本的日本电报电话公司、新加坡的吉宝DC和普林斯顿数字集团等外国企业也纷纷加入进来。</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>Amazon Web Services to invest $5bn in Indonesia cloud business<blockquote>亚马逊网络服务将向印度尼西亚云业务投资50亿美元</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\">\nAmazon Web Services to invest $5bn in Indonesia cloud business<blockquote>亚马逊网络服务将向印度尼西亚云业务投资50亿美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Nikkei Asia</strong><span class=\"h-time small\">2021-12-15 11:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tech group plans to build more data centers on back of Jakarta region launch</p><p><blockquote>科技集团计划在雅加达地区启动后建设更多数据中心</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffdd315a87e27f60d7f585dd34825ed1\" tg-width=\"1400\" tg-height=\"788\" width=\"100%\" height=\"auto\"><span>Amazon Web Services, the cloud arm of U.S. e-commerce group Amazon, is betting big on Indonesia.</span></p><p><blockquote><p class=\"t-img-caption\"><span>美国电子商务集团亚马逊的云部门亚马逊网络服务在印度尼西亚上下了很大赌注。</span></p></blockquote></p><p> JAKARTA -- Amazon Web Services, the cloud arm of major U.S. e-commerce group Amazon, said it plans to invest $5 billion in Indonesia over the next 15 years as it launched its first cloud infrastructure region for the country.</p><p><blockquote>雅加达——美国主要电子商务集团亚马逊的云部门亚马逊网络服务表示，计划未来15年在印度尼西亚投资50亿美元，为该国推出第一个云基础设施区域。</blockquote></p><p> The AWS Asia Pacific (Jakarta) Region, announced Tuesday, is the cloud group's second such so-called active region in Southeast Asia after Singapore, its 10th in the Asia Pacific and 26th globally.</p><p><blockquote>周二宣布的AWS亚太（雅加达）地区是该云集团继新加坡之后在东南亚的第二个所谓活跃地区，在亚太地区排名第10，在全球排名第26。</blockquote></p><p> That means AWS' Indonesian customers -- including local tech unicorns, startups, enterprises and government institutions -- can now \"run their applications and serve end users,\" as well as \"drive innovation\" by \"leveraging AWS advanced technologies from data centers located in Indonesia,\" the company said in a news release.</p><p><blockquote>这意味着AWS的印度尼西亚客户——包括当地科技独角兽、初创公司、企业和政府机构——现在可以“运行他们的应用程序并为最终用户提供服务”，并通过“利用位于印度尼西亚的数据中心的AWS先进技术来“推动创新”，”该公司在一份新闻稿中表示。</blockquote></p><p> AWS added it is planning to invest an estimated $5 billion in Southeast Asia's largest economy through the new Jakarta region -- including for the construction of more data centers.</p><p><blockquote>AWS补充说，它计划通过新的雅加达地区向东南亚最大的经济体投资约50亿美元，包括建设更多数据中心。</blockquote></p><p> Indonesia boasts the world's fourth-largest population and has a booming digital economy spurred by a bevy of tech unicorns -- startups valued at more than $1 billion -- as well as surging demand for digital services during the coronavirus pandemic and related lockdowns. It is quickly becoming one of the hottest battlegrounds for data centers and cloud services in Asia -- a phenomenon partially driven by the government's local data storage requirements.</p><p><blockquote>印度尼西亚拥有世界第四大人口，数字经济蓬勃发展，这得益于一群科技独角兽（估值超过10亿美元的初创公司），以及冠状病毒大流行和相关封锁期间对数字服务的需求激增。它正迅速成为亚洲数据中心和云服务最热门的战场之一——这一现象部分是由政府对本地数据存储的要求推动的。</blockquote></p><p> International property consultant Jones Lang LaSalle in a July report said Indonesia was the second-highest earner in Southeast Asia's cloud business with $600 million in total cloud-based revenue last year, trailing Singapore's $1.8 billion. Indonesia's revenue is expected to more than triple by 2025.</p><p><blockquote>国际房地产咨询公司仲量联行在7月份的一份报告中表示，印度尼西亚是东南亚云业务收入第二高的国家，去年基于云的总收入为6亿美元，落后于新加坡的18亿美元。预计到2025年，印度尼西亚的收入将增加两倍以上。</blockquote></p><p> \"Demand for data centers in Indonesia is driven by local and international businesses' growing adoption of cloud based services, and is underpinned by technological advances,\" JLL said. \"Some corporations are heading towards remote working, which is also driving the demand for cloud computing.\"</p><p><blockquote>仲量联行表示：“本地和国际企业越来越多地采用基于云的服务，推动了印度尼西亚对数据中心的需求，并得到了技术进步的支持。”“一些企业正在走向远程工作，这也推动了对云计算的需求。”</blockquote></p><p> Citing its own economic impact study, AWS said that the new region's operations and spending plans will directly and indirectly create 24,700 local jobs in the country including for construction, facility maintenance, engineering and telecommunications as part of its supply chain. AWS said it will add more than $10.9 billion to Indonesia's gross domestic product over the next 15 years.</p><p><blockquote>AWS援引自己的经济影响研究表示，新地区的运营和支出计划将直接和间接在该国创造24,700个当地就业岗位，包括作为其供应链一部分的建筑、设施维护、工程和电信。AWS表示，未来15年将为印尼国内生产总值增加超过109亿美元。</blockquote></p><p> The region will \"help Indonesian institutions, innovative startups, and world-leading companies deliver cloud-powered applications to fuel economic development across the country,\" Prasad Kalyanaraman, AWS vice-president for infrastructure services, said in the release.</p><p><blockquote>AWS基础设施服务副总裁Prasad Kalyanaraman在新闻稿中表示，该地区将“帮助印度尼西亚机构、创新型初创公司和世界领先的公司提供云驱动的应用程序，以推动全国的经济发展”。</blockquote></p><p> AWS, the global market leader in cloud computing services, lists among its clients in Indonesia Halodoc, a health tech startup which saw traffic soar significantly during the pandemic, and Indonesian media and property conglomerate MNC Group, which made a foray into digital banking this year. Other local clients include e-commerce group Tokopedia, travel site unicorn Traveloka, delivery company SiCepat and state-owned post office Pos Indonesia.</p><p><blockquote>云计算服务的全球市场领导者AWS在印度尼西亚的客户包括健康科技初创公司Halodoc和印度尼西亚媒体和房地产集团MNC Group，前者在疫情期间流量大幅飙升，后者今年进军数字银行业务。其他本地客户包括电子商务集团Tokopedia、旅游网站独角兽Traveloka、快递公司SiCepat和国有邮局Pos Indonesia。</blockquote></p><p> AWS, however, is not the only provider in Indonesia. Alibaba Cloud, the cloud arm of Chinese internet group Alibaba and an early entrant to Indonesia, launched its third data center in the country in June after starting its first two in 2018 and 2019, respectively.</p><p><blockquote>然而，AWS并不是印度尼西亚唯一的提供商。阿里巴巴-SW云是中国互联网集团阿里巴巴-SW的云部门，也是印尼的早期进入者，继分别于2018年和2019年启动前两个数据中心后，于6月在印尼启动了第三个数据中心。</blockquote></p><p> Tencent Holdings, another Chinese internet conglomerate, launched its first local data center in April and has announced plans to establish a second one in the near future.</p><p><blockquote>另一家中国互联网集团腾讯控股控股在4月份推出了第一个本地数据中心，并宣布计划在不久的将来建立第二个数据中心。</blockquote></p><p> U.S. tech group Microsoft, meanwhile, in February reiterated its plan to establish a data center in the country, while Google Cloud last year launched its Jakarta region to localize&nbsp;its cloud services for Indonesian clients by partnering with local data center operators after previously using overseas centers.</p><p><blockquote>与此同时，美国科技集团微软在2月份重申了在该国建立数据中心的计划，而谷歌云去年推出了雅加达地区，在此前使用海外数据中心后，通过与当地数据中心运营商合作，为印度尼西亚客户本地化其云服务中心。</blockquote></p><p> The booming cloud business also has attracted local players including Data Center Indonesia and the country's largest telecommunications company, state-owned Telekomunikasi Indonesia. Foreign players such as Japan's Nippon Telegraph &amp; Telephone, Singapore's Keppel DC and Princeton Digital Group have also jumped in.</p><p><blockquote>蓬勃发展的云业务也吸引了当地参与者，包括印度尼西亚数据中心和该国最大的电信公司国有的印度尼西亚电信。日本的日本电报电话公司、新加坡的吉宝DC和普林斯顿数字集团等外国企业也纷纷加入进来。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://asia.nikkei.com/Business/Technology/Amazon-Web-Services-to-invest-5bn-in-Indonesia-cloud-business\">Nikkei Asia</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":{"AMZN":"亚马逊"},"source_url":"https://asia.nikkei.com/Business/Technology/Amazon-Web-Services-to-invest-5bn-in-Indonesia-cloud-business","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192399268","content_text":"Tech group plans to build more data centers on back of Jakarta region launch\nAmazon Web Services, the cloud arm of U.S. e-commerce group Amazon, is betting big on Indonesia.\nJAKARTA -- Amazon Web Services, the cloud arm of major U.S. e-commerce group Amazon, said it plans to invest $5 billion in Indonesia over the next 15 years as it launched its first cloud infrastructure region for the country.\nThe AWS Asia Pacific (Jakarta) Region, announced Tuesday, is the cloud group's second such so-called active region in Southeast Asia after Singapore, its 10th in the Asia Pacific and 26th globally.\nThat means AWS' Indonesian customers -- including local tech unicorns, startups, enterprises and government institutions -- can now \"run their applications and serve end users,\" as well as \"drive innovation\" by \"leveraging AWS advanced technologies from data centers located in Indonesia,\" the company said in a news release.\nAWS added it is planning to invest an estimated $5 billion in Southeast Asia's largest economy through the new Jakarta region -- including for the construction of more data centers.\nIndonesia boasts the world's fourth-largest population and has a booming digital economy spurred by a bevy of tech unicorns -- startups valued at more than $1 billion -- as well as surging demand for digital services during the coronavirus pandemic and related lockdowns. It is quickly becoming one of the hottest battlegrounds for data centers and cloud services in Asia -- a phenomenon partially driven by the government's local data storage requirements.\nInternational property consultant Jones Lang LaSalle in a July report said Indonesia was the second-highest earner in Southeast Asia's cloud business with $600 million in total cloud-based revenue last year, trailing Singapore's $1.8 billion. Indonesia's revenue is expected to more than triple by 2025.\n\"Demand for data centers in Indonesia is driven by local and international businesses' growing adoption of cloud based services, and is underpinned by technological advances,\" JLL said. \"Some corporations are heading towards remote working, which is also driving the demand for cloud computing.\"\nCiting its own economic impact study, AWS said that the new region's operations and spending plans will directly and indirectly create 24,700 local jobs in the country including for construction, facility maintenance, engineering and telecommunications as part of its supply chain. AWS said it will add more than $10.9 billion to Indonesia's gross domestic product over the next 15 years.\nThe region will \"help Indonesian institutions, innovative startups, and world-leading companies deliver cloud-powered applications to fuel economic development across the country,\" Prasad Kalyanaraman, AWS vice-president for infrastructure services, said in the release.\nAWS, the global market leader in cloud computing services, lists among its clients in Indonesia Halodoc, a health tech startup which saw traffic soar significantly during the pandemic, and Indonesian media and property conglomerate MNC Group, which made a foray into digital banking this year. Other local clients include e-commerce group Tokopedia, travel site unicorn Traveloka, delivery company SiCepat and state-owned post office Pos Indonesia.\nAWS, however, is not the only provider in Indonesia. Alibaba Cloud, the cloud arm of Chinese internet group Alibaba and an early entrant to Indonesia, launched its third data center in the country in June after starting its first two in 2018 and 2019, respectively.\nTencent Holdings, another Chinese internet conglomerate, launched its first local data center in April and has announced plans to establish a second one in the near future.\nU.S. tech group Microsoft, meanwhile, in February reiterated its plan to establish a data center in the country, while Google Cloud last year launched its Jakarta region to localize its cloud services for Indonesian clients by partnering with local data center operators after previously using overseas centers.\nThe booming cloud business also has attracted local players including Data Center Indonesia and the country's largest telecommunications company, state-owned Telekomunikasi Indonesia. Foreign players such as Japan's Nippon Telegraph & Telephone, Singapore's Keppel DC and Princeton Digital Group have also jumped in.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":2602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607138959,"gmtCreate":1639495798998,"gmtModify":1639495799160,"author":{"id":"3575247585577854","authorId":"3575247585577854","name":"Tgbdisciple","avatar":"https://static.tigerbbs.com/7c099c9cab7661dd2fa5c44752e05414","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575247585577854","idStr":"3575247585577854"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/607138959","repostId":"1199342811","repostType":4,"repost":{"id":"1199342811","kind":"news","pubTimestamp":1639494013,"share":"https://www.laohu8.com/m/news/1199342811?lang=zh_CN&edition=full","pubTime":"2021-12-14 23:00","market":"us","language":"en","title":"AMC, GameStop short sellers make a comeback as meme stocks buckle<blockquote>随着模因股票暴跌，AMC和游戏驿站卖空者卷土重来</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199342811","media":"Reuters","summary":"Shares of AMC Entertainment and GameStop dropped further in early trading on Tuesday, extending declines that have helped short sellers recover more than $1 billion in losses in December.Both companies were at the heart of the meme stocks phenomenon earlier this year, when individual investors coordinated on online message boards to fuel stunning rallies that cost short sellers billions of dollars.Theater chain AMC dropped 8% to a new 7-month low at $21.31 and were on track for a fourth day of l","content":"<p>Shares of AMC Entertainment and GameStop dropped further in early trading on Tuesday, extending declines that have helped short sellers recover more than $1 billion in losses in December.</p><p><blockquote>AMC院线和游戏驿站的股价在周二早盘交易中进一步下跌，延续了帮助卖空者挽回去年12月逾10亿美元损失的跌势。</blockquote></p><p> Both companies were at the heart of the meme stocks phenomenon earlier this year, when individual investors coordinated on online message boards to fuel stunning rallies that cost short sellers billions of dollars.</p><p><blockquote>今年早些时候，这两家公司都是模因股票现象的核心，当时个人投资者在在线留言板上进行协调，推动了惊人的反弹，导致卖空者损失了数十亿美元。</blockquote></p><p> Theater chain AMC dropped 8% to a new 7-month low at $21.31 and were on track for a fourth day of losses, while videogame retailer GameStop shed 4.3% to $131 - its lowest level since March.</p><p><blockquote>连锁影院AMC股价下跌8%，至21.31美元，创7个月新低，有望连续第四天下跌，而视频游戏零售商游戏驿站股价下跌4.3%，至131美元，为3月份以来的最低水平。</blockquote></p><p> Short-sellers have made $1.1 billion on their positions on AMC stock since the beginning of December, according to data from analytics firm Ortex. GameStop short-sellers have made $330 million since the start of the month. Both stocks have lost nearly a third of their value in December.</p><p><blockquote>根据分析公司Ortex的数据，自12月初以来，卖空者已从AMC股票头寸中获利11亿美元。自本月初以来，游戏驿站卖空者已获利3.3亿美元。这两只股票在12月份都损失了近三分之一的价值。</blockquote></p><p> Still, so far this year, bearish investors have lost $1.3 billion on their bets on AMC and $11.78 billion in GameStop as their shares have rallied about 1,000% and 600% year-to-date, respectively.</p><p><blockquote>尽管如此，今年到目前为止，看跌投资者对AMC的押注损失了13亿美元，对游戏驿站的押注损失了117.8亿美元，因为它们的股价今年迄今分别上涨了约1,000%和600%。</blockquote></p><p> The estimated short interest at AMC increased to 19% of its free float from 16% at the end of November, per Ortex data. GameStop short interest has shot up to 14% from 11% in the same period.</p><p><blockquote>根据Ortex数据，AMC的估计空头利息占其自由流通量的比例从11月底的16%增至19%。游戏驿站空头利息从同期的11%飙升至14%。</blockquote></p><p> Insider selling at AMC last week added to worries over the Omicron coronavirus variant denting a recovery in theater attendance.</p><p><blockquote>AMC上周的内幕抛售加剧了人们对奥密克戎冠状病毒变种削弱影院上座率复苏的担忧。</blockquote></p><p> Retail traders were net sellers of equities for the first time since March 2021 in the week leading up to Dec. 8 in the largest outflow since Sep 2020, J.P.Morgan data showed last week.</p><p><blockquote>摩根大通上周的数据显示，截至12月8日的一周，散户交易员自2021年3月以来首次成为股票净卖家，这是自2020年9月以来最大的资金流出。</blockquote></p><p> Sam Stovall, chief investment strategist at CFRA Research, said AMC investors are worried about the reopening trade, with comments from the UK that Omicron infections could become a tidal wave weighing on the sentiment.</p><p><blockquote>CFRA Research首席投资策略师Sam Stovall表示，AMC投资者对重新开放交易感到担忧，来自英国的评论称，奥密克戎感染可能会成为打压市场情绪的浪潮。</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>AMC, GameStop short sellers make a comeback as meme stocks buckle<blockquote>随着模因股票暴跌，AMC和游戏驿站卖空者卷土重来</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; 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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\">\nAMC, GameStop short sellers make a comeback as meme stocks buckle<blockquote>随着模因股票暴跌，AMC和游戏驿站卖空者卷土重来</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-12-14 23:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Shares of AMC Entertainment and GameStop dropped further in early trading on Tuesday, extending declines that have helped short sellers recover more than $1 billion in losses in December.</p><p><blockquote>AMC院线和游戏驿站的股价在周二早盘交易中进一步下跌，延续了帮助卖空者挽回去年12月逾10亿美元损失的跌势。</blockquote></p><p> Both companies were at the heart of the meme stocks phenomenon earlier this year, when individual investors coordinated on online message boards to fuel stunning rallies that cost short sellers billions of dollars.</p><p><blockquote>今年早些时候，这两家公司都是模因股票现象的核心，当时个人投资者在在线留言板上进行协调，推动了惊人的反弹，导致卖空者损失了数十亿美元。</blockquote></p><p> Theater chain AMC dropped 8% to a new 7-month low at $21.31 and were on track for a fourth day of losses, while videogame retailer GameStop shed 4.3% to $131 - its lowest level since March.</p><p><blockquote>连锁影院AMC股价下跌8%，至21.31美元，创7个月新低，有望连续第四天下跌，而视频游戏零售商游戏驿站股价下跌4.3%，至131美元，为3月份以来的最低水平。</blockquote></p><p> Short-sellers have made $1.1 billion on their positions on AMC stock since the beginning of December, according to data from analytics firm Ortex. GameStop short-sellers have made $330 million since the start of the month. Both stocks have lost nearly a third of their value in December.</p><p><blockquote>根据分析公司Ortex的数据，自12月初以来，卖空者已从AMC股票头寸中获利11亿美元。自本月初以来，游戏驿站卖空者已获利3.3亿美元。这两只股票在12月份都损失了近三分之一的价值。</blockquote></p><p> Still, so far this year, bearish investors have lost $1.3 billion on their bets on AMC and $11.78 billion in GameStop as their shares have rallied about 1,000% and 600% year-to-date, respectively.</p><p><blockquote>尽管如此，今年到目前为止，看跌投资者对AMC的押注损失了13亿美元，对游戏驿站的押注损失了117.8亿美元，因为它们的股价今年迄今分别上涨了约1,000%和600%。</blockquote></p><p> The estimated short interest at AMC increased to 19% of its free float from 16% at the end of November, per Ortex data. GameStop short interest has shot up to 14% from 11% in the same period.</p><p><blockquote>根据Ortex数据，AMC的估计空头利息占其自由流通量的比例从11月底的16%增至19%。游戏驿站空头利息从同期的11%飙升至14%。</blockquote></p><p> Insider selling at AMC last week added to worries over the Omicron coronavirus variant denting a recovery in theater attendance.</p><p><blockquote>AMC上周的内幕抛售加剧了人们对奥密克戎冠状病毒变种削弱影院上座率复苏的担忧。</blockquote></p><p> Retail traders were net sellers of equities for the first time since March 2021 in the week leading up to Dec. 8 in the largest outflow since Sep 2020, J.P.Morgan data showed last week.</p><p><blockquote>摩根大通上周的数据显示，截至12月8日的一周，散户交易员自2021年3月以来首次成为股票净卖家，这是自2020年9月以来最大的资金流出。</blockquote></p><p> Sam Stovall, chief investment strategist at CFRA Research, said AMC investors are worried about the reopening trade, with comments from the UK that Omicron infections could become a tidal wave weighing on the sentiment.</p><p><blockquote>CFRA Research首席投资策略师Sam Stovall表示，AMC投资者对重新开放交易感到担忧，来自英国的评论称，奥密克戎感染可能会成为打压市场情绪的浪潮。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/amc-gamestop-short-sellers-comeback-144659441.html\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","GME":"游戏驿站"},"source_url":"https://finance.yahoo.com/news/amc-gamestop-short-sellers-comeback-144659441.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199342811","content_text":"Shares of AMC Entertainment and GameStop dropped further in early trading on Tuesday, extending declines that have helped short sellers recover more than $1 billion in losses in December.\nBoth companies were at the heart of the meme stocks phenomenon earlier this year, when individual investors coordinated on online message boards to fuel stunning rallies that cost short sellers billions of dollars.\nTheater chain AMC dropped 8% to a new 7-month low at $21.31 and were on track for a fourth day of losses, while videogame retailer GameStop shed 4.3% to $131 - its lowest level since March.\nShort-sellers have made $1.1 billion on their positions on AMC stock since the beginning of December, according to data from analytics firm Ortex. GameStop short-sellers have made $330 million since the start of the month. Both stocks have lost nearly a third of their value in December.\nStill, so far this year, bearish investors have lost $1.3 billion on their bets on AMC and $11.78 billion in GameStop as their shares have rallied about 1,000% and 600% year-to-date, respectively.\nThe estimated short interest at AMC increased to 19% of its free float from 16% at the end of November, per Ortex data. GameStop short interest has shot up to 14% from 11% in the same period.\nInsider selling at AMC last week added to worries over the Omicron coronavirus variant denting a recovery in theater attendance.\nRetail traders were net sellers of equities for the first time since March 2021 in the week leading up to Dec. 8 in the largest outflow since Sep 2020, J.P.Morgan data showed last week.\nSam Stovall, chief investment strategist at CFRA Research, said AMC investors are worried about the reopening trade, with comments from the UK that Omicron infections could become a tidal wave weighing on the sentiment.","news_type":1,"symbols_score_info":{"GME":0.9,"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":2928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607131706,"gmtCreate":1639495786659,"gmtModify":1639496066910,"author":{"id":"3575247585577854","authorId":"3575247585577854","name":"Tgbdisciple","avatar":"https://static.tigerbbs.com/7c099c9cab7661dd2fa5c44752e05414","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575247585577854","idStr":"3575247585577854"},"themes":[],"htmlText":"Damn","listText":"Damn","text":"Damn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607131706","repostId":"1199342811","repostType":4,"repost":{"id":"1199342811","kind":"news","pubTimestamp":1639494013,"share":"https://www.laohu8.com/m/news/1199342811?lang=zh_CN&edition=full","pubTime":"2021-12-14 23:00","market":"us","language":"en","title":"AMC, GameStop short sellers make a comeback as meme stocks buckle<blockquote>随着模因股票暴跌，AMC和游戏驿站卖空者卷土重来</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199342811","media":"Reuters","summary":"Shares of AMC Entertainment and GameStop dropped further in early trading on Tuesday, extending declines that have helped short sellers recover more than $1 billion in losses in December.Both companies were at the heart of the meme stocks phenomenon earlier this year, when individual investors coordinated on online message boards to fuel stunning rallies that cost short sellers billions of dollars.Theater chain AMC dropped 8% to a new 7-month low at $21.31 and were on track for a fourth day of l","content":"<p>Shares of AMC Entertainment and GameStop dropped further in early trading on Tuesday, extending declines that have helped short sellers recover more than $1 billion in losses in December.</p><p><blockquote>AMC院线和游戏驿站的股价在周二早盘交易中进一步下跌，延续了帮助卖空者挽回去年12月逾10亿美元损失的跌势。</blockquote></p><p> Both companies were at the heart of the meme stocks phenomenon earlier this year, when individual investors coordinated on online message boards to fuel stunning rallies that cost short sellers billions of dollars.</p><p><blockquote>今年早些时候，这两家公司都是模因股票现象的核心，当时个人投资者在在线留言板上进行协调，推动了惊人的反弹，导致卖空者损失了数十亿美元。</blockquote></p><p> Theater chain AMC dropped 8% to a new 7-month low at $21.31 and were on track for a fourth day of losses, while videogame retailer GameStop shed 4.3% to $131 - its lowest level since March.</p><p><blockquote>连锁影院AMC股价下跌8%，至21.31美元，创7个月新低，有望连续第四天下跌，而视频游戏零售商游戏驿站股价下跌4.3%，至131美元，为3月份以来的最低水平。</blockquote></p><p> Short-sellers have made $1.1 billion on their positions on AMC stock since the beginning of December, according to data from analytics firm Ortex. GameStop short-sellers have made $330 million since the start of the month. Both stocks have lost nearly a third of their value in December.</p><p><blockquote>根据分析公司Ortex的数据，自12月初以来，卖空者已从AMC股票头寸中获利11亿美元。自本月初以来，游戏驿站卖空者已获利3.3亿美元。这两只股票在12月份都损失了近三分之一的价值。</blockquote></p><p> Still, so far this year, bearish investors have lost $1.3 billion on their bets on AMC and $11.78 billion in GameStop as their shares have rallied about 1,000% and 600% year-to-date, respectively.</p><p><blockquote>尽管如此，今年到目前为止，看跌投资者对AMC的押注损失了13亿美元，对游戏驿站的押注损失了117.8亿美元，因为它们的股价今年迄今分别上涨了约1,000%和600%。</blockquote></p><p> The estimated short interest at AMC increased to 19% of its free float from 16% at the end of November, per Ortex data. GameStop short interest has shot up to 14% from 11% in the same period.</p><p><blockquote>根据Ortex数据，AMC的估计空头利息占其自由流通量的比例从11月底的16%增至19%。游戏驿站空头利息从同期的11%飙升至14%。</blockquote></p><p> Insider selling at AMC last week added to worries over the Omicron coronavirus variant denting a recovery in theater attendance.</p><p><blockquote>AMC上周的内幕抛售加剧了人们对奥密克戎冠状病毒变种削弱影院上座率复苏的担忧。</blockquote></p><p> Retail traders were net sellers of equities for the first time since March 2021 in the week leading up to Dec. 8 in the largest outflow since Sep 2020, J.P.Morgan data showed last week.</p><p><blockquote>摩根大通上周的数据显示，截至12月8日的一周，散户交易员自2021年3月以来首次成为股票净卖家，这是自2020年9月以来最大的资金流出。</blockquote></p><p> Sam Stovall, chief investment strategist at CFRA Research, said AMC investors are worried about the reopening trade, with comments from the UK that Omicron infections could become a tidal wave weighing on the sentiment.</p><p><blockquote>CFRA Research首席投资策略师Sam Stovall表示，AMC投资者对重新开放交易感到担忧，来自英国的评论称，奥密克戎感染可能会成为打压市场情绪的浪潮。</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>AMC, GameStop short sellers make a comeback as meme stocks buckle<blockquote>随着模因股票暴跌，AMC和游戏驿站卖空者卷土重来</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; 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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\">\nAMC, GameStop short sellers make a comeback as meme stocks buckle<blockquote>随着模因股票暴跌，AMC和游戏驿站卖空者卷土重来</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-12-14 23:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Shares of AMC Entertainment and GameStop dropped further in early trading on Tuesday, extending declines that have helped short sellers recover more than $1 billion in losses in December.</p><p><blockquote>AMC院线和游戏驿站的股价在周二早盘交易中进一步下跌，延续了帮助卖空者挽回去年12月逾10亿美元损失的跌势。</blockquote></p><p> Both companies were at the heart of the meme stocks phenomenon earlier this year, when individual investors coordinated on online message boards to fuel stunning rallies that cost short sellers billions of dollars.</p><p><blockquote>今年早些时候，这两家公司都是模因股票现象的核心，当时个人投资者在在线留言板上进行协调，推动了惊人的反弹，导致卖空者损失了数十亿美元。</blockquote></p><p> Theater chain AMC dropped 8% to a new 7-month low at $21.31 and were on track for a fourth day of losses, while videogame retailer GameStop shed 4.3% to $131 - its lowest level since March.</p><p><blockquote>连锁影院AMC股价下跌8%，至21.31美元，创7个月新低，有望连续第四天下跌，而视频游戏零售商游戏驿站股价下跌4.3%，至131美元，为3月份以来的最低水平。</blockquote></p><p> Short-sellers have made $1.1 billion on their positions on AMC stock since the beginning of December, according to data from analytics firm Ortex. GameStop short-sellers have made $330 million since the start of the month. Both stocks have lost nearly a third of their value in December.</p><p><blockquote>根据分析公司Ortex的数据，自12月初以来，卖空者已从AMC股票头寸中获利11亿美元。自本月初以来，游戏驿站卖空者已获利3.3亿美元。这两只股票在12月份都损失了近三分之一的价值。</blockquote></p><p> Still, so far this year, bearish investors have lost $1.3 billion on their bets on AMC and $11.78 billion in GameStop as their shares have rallied about 1,000% and 600% year-to-date, respectively.</p><p><blockquote>尽管如此，今年到目前为止，看跌投资者对AMC的押注损失了13亿美元，对游戏驿站的押注损失了117.8亿美元，因为它们的股价今年迄今分别上涨了约1,000%和600%。</blockquote></p><p> The estimated short interest at AMC increased to 19% of its free float from 16% at the end of November, per Ortex data. GameStop short interest has shot up to 14% from 11% in the same period.</p><p><blockquote>根据Ortex数据，AMC的估计空头利息占其自由流通量的比例从11月底的16%增至19%。游戏驿站空头利息从同期的11%飙升至14%。</blockquote></p><p> Insider selling at AMC last week added to worries over the Omicron coronavirus variant denting a recovery in theater attendance.</p><p><blockquote>AMC上周的内幕抛售加剧了人们对奥密克戎冠状病毒变种削弱影院上座率复苏的担忧。</blockquote></p><p> Retail traders were net sellers of equities for the first time since March 2021 in the week leading up to Dec. 8 in the largest outflow since Sep 2020, J.P.Morgan data showed last week.</p><p><blockquote>摩根大通上周的数据显示，截至12月8日的一周，散户交易员自2021年3月以来首次成为股票净卖家，这是自2020年9月以来最大的资金流出。</blockquote></p><p> Sam Stovall, chief investment strategist at CFRA Research, said AMC investors are worried about the reopening trade, with comments from the UK that Omicron infections could become a tidal wave weighing on the sentiment.</p><p><blockquote>CFRA Research首席投资策略师Sam Stovall表示，AMC投资者对重新开放交易感到担忧，来自英国的评论称，奥密克戎感染可能会成为打压市场情绪的浪潮。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/amc-gamestop-short-sellers-comeback-144659441.html\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","GME":"游戏驿站"},"source_url":"https://finance.yahoo.com/news/amc-gamestop-short-sellers-comeback-144659441.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199342811","content_text":"Shares of AMC Entertainment and GameStop dropped further in early trading on Tuesday, extending declines that have helped short sellers recover more than $1 billion in losses in December.\nBoth companies were at the heart of the meme stocks phenomenon earlier this year, when individual investors coordinated on online message boards to fuel stunning rallies that cost short sellers billions of dollars.\nTheater chain AMC dropped 8% to a new 7-month low at $21.31 and were on track for a fourth day of losses, while videogame retailer GameStop shed 4.3% to $131 - its lowest level since March.\nShort-sellers have made $1.1 billion on their positions on AMC stock since the beginning of December, according to data from analytics firm Ortex. GameStop short-sellers have made $330 million since the start of the month. Both stocks have lost nearly a third of their value in December.\nStill, so far this year, bearish investors have lost $1.3 billion on their bets on AMC and $11.78 billion in GameStop as their shares have rallied about 1,000% and 600% year-to-date, respectively.\nThe estimated short interest at AMC increased to 19% of its free float from 16% at the end of November, per Ortex data. GameStop short interest has shot up to 14% from 11% in the same period.\nInsider selling at AMC last week added to worries over the Omicron coronavirus variant denting a recovery in theater attendance.\nRetail traders were net sellers of equities for the first time since March 2021 in the week leading up to Dec. 8 in the largest outflow since Sep 2020, J.P.Morgan data showed last week.\nSam Stovall, chief investment strategist at CFRA Research, said AMC investors are worried about the reopening trade, with comments from the UK that Omicron infections could become a tidal wave weighing on the sentiment.","news_type":1,"symbols_score_info":{"GME":0.9,"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":2201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604898058,"gmtCreate":1639365806674,"gmtModify":1639365806847,"author":{"id":"3575247585577854","authorId":"3575247585577854","name":"Tgbdisciple","avatar":"https://static.tigerbbs.com/7c099c9cab7661dd2fa5c44752e05414","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575247585577854","idStr":"3575247585577854"},"themes":[],"htmlText":"&nbsp;Cool&nbsp;","listText":"&nbsp;Cool&nbsp;","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/604898058","repostId":"1163753909","repostType":4,"repost":{"id":"1163753909","kind":"news","pubTimestamp":1639365199,"share":"https://www.laohu8.com/m/news/1163753909?lang=zh_CN&edition=full","pubTime":"2021-12-13 11:13","market":"us","language":"en","title":"Palantir Has Now Entered A New Dimension<blockquote>Palantir现已进入新维度</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163753909","media":"Seeking Alpha","summary":"Summary\n\nPalantir recently launched Foundry for Crypto to empower the future of finance.\nPalantir no","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir recently launched Foundry for Crypto to empower the future of finance.</li>  <li>Palantir now has the opportunity to leverage its platform's connective tissue to track the flow of funds within decentralized finance applications.</li>  <li>Palantir's worked with the IRS since 2013 and prior to the release of Foundry, Gotham was deployed for large financial institutions.</li>  <li>In today's article, I will highlight Palantir's roots that lead back to PayPal as well as Palantir's opportunity within fintech.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b19fbe474b2b948c1dd476507722b776\" tg-width=\"1536\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>Olemedia/E+ via Getty Images</span></p><p><blockquote><ul><li>Palantir最近推出了Foundry for Crypto，为金融的未来赋能。</li><li>Palantir现在有机会利用其平台的结缔组织来跟踪去中心化金融应用程序中的资金流。</li><li>Palantir自2013年以来一直与IRS合作，在Foundry发布之前，Gotham是为大型金融机构部署的。</li><li>在今天的文章中，我将重点介绍Palantir可以追溯到PayPal的根源以及Palantir在金融科技领域的机遇。</li></ul><p class=\"t-img-caption\"><span>Olemedia/E+来自盖蒂图片社</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> When it comes to Palantir (PLTR), most investors are excited by its government business as well as its opportunity in the commercial sector with Foundry for Builders. Today, ~60% of Palantir's business stems from the government, while the other portion comes from the commercial sector. Palantir's platform is known for its artificial intelligence (AI) and deep data insights that provide its customers with critical information to help maximize their profits. Palantir's solutions are built around \"mission-driven engineering\" to integrate information from siloed and unstructured data sets. In this article, we'll explore Palantir's roots that go back to the payments industry and PayPal.</p><p><blockquote>谈到Palantir(PLTR)，大多数投资者都对其政府业务以及其在商业领域为建筑商铸造的机会感到兴奋。如今，Palantir约60%的业务来自政府，而另一部分来自商业部门。Palantir的平台以其人工智能(AI)和深度数据洞察而闻名，可为客户提供关键信息，帮助他们实现利润最大化。Palantir的解决方案围绕“任务驱动工程”构建，以集成来自孤立和非结构化数据集的信息。在本文中，我们将探讨Palantir的根源，这些根源可以追溯到支付行业和PayPal。</blockquote></p><p> PayPal and Palantir co-founder Peter Thiel approached fellow Palantir co-founder, Stephen Cohen, in 2004 and told him about his idea for Palantir, here's what he envisioned.</p><p><blockquote>PayPal和Palantir联合创始人Peter Thiel于2004年联系了Palantir联合创始人Stephen Cohen，并告诉他他对Palantir的想法，以下是他的设想。</blockquote></p><p>   Let's take some of the ideas from the PayPal Anti-Fraud platform and let's try to generalize them to solve the country's counterterrorism problem. And we'll start by selling it directly to the U.S. Government.    And while we're at it, let's solve the generalized enterprise information management platforms that are out there. Let's help big enterprises use a Silicon Valley approach to understanding their data.\"-Stephen Cohen, 2013  Five years ago, a quarter of Palantir's business stemmed from the financial sector - while Palantir's connection to the fintech may not be clear on the surface, the company has a significant opportunity to deploy its AI, specifically Foundry, for fintech applications whether that's current banks or fintech companies such as Elementus, a blockchain analytics platform. Palantir currently serves the IRS and the current banking infrastructure as well as future innovative payment technologies such as cryptocurrencies and smart contracts.</p><p><blockquote>让我们从PayPal反欺诈平台中获取一些想法，并尝试将它们概括为解决该国的反恐问题。我们将从直接卖给美国政府开始。同时，让我们来解决现有的通用企业信息管理平台。让我们帮助大企业使用硅谷的方法来理解他们的数据。”—Stephen Cohen，2013五年前，Palantir四分之一的业务来自金融领域—虽然Palantir与金融科技的联系表面上可能并不清楚，但该公司有很大的机会为金融科技应用程序部署其人工智能，特别是Foundry，无论是当前的银行还是区块链分析平台Elementus等金融科技公司。Palantir目前为美国国税局和当前的银行基础设施以及未来的创新支付技术（如加密货币和智能合约）提供服务。</blockquote></p><p> <b>Deep Roots In Payments</b></p><p><blockquote><b>深厚的支付根基</b></blockquote></p><p> Much of the Palantir \"DNA\" and culture is replicated from PayPal. Palantir's core technology was also inspired by PayPal, specifically PayPal's Anti-Fraud platform. Peter Thiel co-founded PayPal with Max Levchin and would later go on to co-find Palantir along with Nathan Gettings, Palantir's first chief technology officer, who was an engineer at PayPal where he worked closely with Levchin fighting payment fraud. This PayPal Anti-Fraud framework would go on to provide the fundamental building blocks for Palantir's first initiative to fight counterterrorism.</p><p><blockquote>Palantir的大部分“DNA”和文化都是从PayPal复制的。Palantir的核心技术也受到了PayPal的启发，特别是PayPal的反欺诈平台。Peter Thiel与Max Levchin共同创立了PayPal，后来与Palantir首任首席技术官Nathan Gettings共同创立了Palantir，后者是PayPal的一名工程师，在那里他与Levchin密切合作打击支付欺诈。这个PayPal反欺诈框架将继续为Palantir的第一个反恐举措提供基本构建模块。</blockquote></p><p> Palantir deploys technology within the government that is similar to what it deploys for large financial institutions. The challenges that financial institutions must overcome are similar to those faced in the government context because there are many data sources and many systems that feed input into the financial service sector as well as the government sector. Palantir uses deep data analytics to identify patterns and trends within this information to help its customers manage risk and execute their plans to better navigate complex environments that are constantly changing.</p><p><blockquote>Palantir在政府内部部署类似于为大型金融机构部署的技术。金融机构必须克服的挑战与政府面临的挑战相似，因为有许多数据源和许多系统向金融服务部门和政府部门提供输入。Palantir使用深度数据分析来识别这些信息中的模式和趋势，以帮助客户管理风险并执行计划，从而更好地应对不断变化的复杂环境。</blockquote></p><p> In 2016, about 25% of Palantir's business came from the financial sector as Palantir deployed its Gotham Platform to investigate fraud for large institutions, as reported in its S1. Palantir works with a lot of banks and replaced legacy technology that's been around for over 30 years. For example, Credit Suisse has used Palantir since 2013 to analyze risks and detect fraud using data from more than a&nbsp;hundred&nbsp;systems across their operations.</p><p><blockquote>据其S1报道，2016年，Palantir约25%的业务来自金融领域，因为Palantir部署了Gotham平台来调查大型机构的欺诈行为。Palantir与许多银行合作，取代了已有30多年历史的遗留技术。例如，瑞士信贷自2013年以来一直使用Palantir，利用其运营中一百多个系统的数据来分析风险和检测欺诈行为。</blockquote></p><p> Palantir seeks to become the central operating system for&nbsp;entire industries&nbsp;rather than just a singular customer and Palantir sees an opportunity to create similar industry-wide partnerships within the financial services industry as it has within the U.S. government and aviation industry. Palantir's consistently winning government contracts while Palantir partnered with Airbus(OTCPK:EADSF)&nbsp;to launch&nbsp;SkyWise&nbsp;in 2017 and now works with over 100 airlines.</p><p><blockquote>Palantir寻求成为整个行业的中央操作系统，而不仅仅是单一客户，Palantir看到了在金融服务行业建立类似于美国政府和航空业的全行业合作伙伴关系的机会。Palantir不断赢得政府合同，而Palantir于2017年与空中客车公司(OTCPK：EADSF)合作推出SkyWise，目前与100多家航空公司合作。</blockquote></p><p> Significant Opportunity At Hand</p><p><blockquote>手头的重大机遇</blockquote></p><p></p><p> On November 23, Palantir launched Foundry for Crypto, which will leverage Foundry's defined data integration to automatically build data pipelines and convert unorganized data into a transparent hub.</p><p><blockquote>11月23日，Palantir推出了Foundry for Crypto，它将利用Foundry定义的数据集成来自动构建数据管道，并将无组织的数据转换为透明的中枢。</blockquote></p><p> Foundry for Crypto will enable Web3 startups to leverage the technology that financial institutions use to fight crime. With the current digital transformation underway and the rise of cryptocurrencies and blockchain technologies, Palantir leverages its data expertise to power the next generation of finance software.</p><p><blockquote>Foundry for Crypto将使Web3初创公司能够利用金融机构用来打击犯罪的技术。随着当前数字化转型的进行以及加密货币和区块链技术的兴起，Palantir利用其数据专业知识为下一代财务软件提供支持。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f2a3fb5ad32eff1f464c225cc4b1f1c\" tg-width=\"1280\" tg-height=\"621\" width=\"100%\" height=\"auto\"><span>Source: Offerings | Crypto</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：产品|Crypto</span></p></blockquote></p><p> As indicated above, Palantir is chain-agnostic, meaning that Palantir works with multiple blockchains. Palantir integrates transaction data as well as smart contract data which will enable Palantir to leverage the core competencies of its AI and data analysis to provide its KYC (Know-Your-Customer) insights. For example, if somebody were to make a transaction using cryptocurrency from a non-custodial wallet, then it'd typically be a challenge to decipher KYC information from that wallet since the blockchain itself is encrypted and decentralized. Palantir traces the assets in a non-custodial wallet and tracks where the assets were transferred from. This allows Palantir to locate the exchange the asset was originally transferred from and then Palantir can track customer data from the crypto exchange where the asset was purchased, like Coinbase.</p><p><blockquote>如上所述，Palantir是链不可知的，这意味着Palantir可以与多个区块链一起工作。Palantir集成了交易数据和智能合约数据，这将使Palantir能够利用其人工智能和数据分析的核心能力来提供KYC（了解您的客户）见解。例如，如果有人要使用非托管钱包中的加密货币进行交易，那么从该钱包中破译KYC信息通常是一个挑战，因为区块链本身是加密和去中心化的。Palantir跟踪非托管钱包中的资产，并跟踪资产的转移地点。这使得Palantir能够找到资产最初转移的交易所，然后Palantir可以跟踪购买资产的加密货币交易所的客户数据，例如Coinbase。</blockquote></p><p> The example above highlights how Palantir digs deep and scrapes the data from the blockchain to learn about a specific individual. This goes a long way in validating secure transactions as Palantir identifies malicious transactions on the blockchain, based on the transaction's location and specific properties. Companies that want to accept cryptocurrencies need secure solutions while they also want to gather insights around their customers to propel their businesses. BNPL companies, like Affirm, which was started by Max Levchin and Nathan Gettings, use advanced risk modeling (also referred to as AI) to offer consumers more fair credit assessments because BNPL companies have access to essential data from both the merchant and the consumer. Palantir could leverage its AI and data insights to help its customers better understand their clientele to offer targeted marketing campaigns or help them identify opportunities that will decrease expenses.</p><p><blockquote>上面的例子强调了Palantir如何深入挖掘并从区块链中抓取数据来了解特定个人。这对于验证安全交易大有帮助，因为Palantir会根据交易的位置和特定属性识别区块链上的恶意交易。希望接受加密货币的公司需要安全的解决方案，同时他们也希望收集客户周围的见解来推动他们的业务。BNPL公司，例如由Max Levchin和Nathan Gettings创立的Affirm，使用高级风险建模（也称为人工智能）为消费者提供更公平的信用评估，因为BNPL公司可以访问来自商家和消费者的重要数据。Palantir可以利用其人工智能和数据洞察来帮助客户更好地了解他们的客户，从而提供有针对性的营销活动或帮助他们发现减少开支的机会。</blockquote></p><p> Foundry for Crypto is still in its early adoption stage as it was recently rolled out and Palantir has multiple opportunities to implement this platform in a variety of industries as payment technology continues to evolve and will reshape the current payments landscape.</p><p><blockquote>Foundry for Crypto仍处于早期采用阶段，因为它是最近推出的，随着支付技术的不断发展，Palantir有多种机会在各个行业实施该平台，并将重塑当前的支付格局。</blockquote></p><p> Smart contracts are another significant opportunity for Palantir. Smart contracts are a set of protocols that are validated and carried out on the flow of data, meaning that once the contract is fulfilled, the data will indicate the contract is satisfied and ensure that the liable party transfers the agreed-upon funds. Palantir has a great opportunity to play a role in the facilitation of data within smart contracts while removing the costs of working with third networks and banks.</p><p><blockquote>智能合约是Palantir的另一个重要机会。智能合约是一组在数据流上验证和执行的协议，这意味着一旦合同履行，数据将表明合同得到满足，并确保责任方转移约定的资金。Palantir有很好的机会在促进智能合同中的数据方面发挥作用，同时消除与第三方网络和银行合作的成本。</blockquote></p><p> One of Palantir's SPAC investments, BlackSky, deploys Foundry and processes real-time satellite imagery to monitor events taking place on Earth. For example, BlackSky can detect if the shipment has been delivered since BlackSky's satellites take images multiple times throughout the day. BlackSky monitors data and information that can only be processed through imagery and is the custodian of monitoring these actions and generating these actions into data points, so that they can inform smart contracts as to whether or not the contract was satisfied. This is a great example of how Palantir's customers may leverage Foundry to process information relating to digital assets and new digital protocols.</p><p><blockquote>Palantir的SPAC投资之一BlackSky部署Foundry并处理实时卫星图像以监控地球上发生的事件。例如，BlackSky可以检测货物是否已交付，因为BlackSky的卫星全天多次拍摄图像。BlackSky监控只能通过图像处理的数据和信息，并且是监控这些操作并将这些操作生成数据点的保管人，以便他们可以通知智能合约合同是否得到满足。这是Palantir的客户如何利用Foundry来处理与数字资产和新数字协议相关的信息的一个很好的例子。</blockquote></p><p> <b>The Government's Implemented Palantir's \"FinTech\" Solution Since 2013</b></p><p><blockquote><b>政府自2013年起实施Palantir的“金融科技”解决方案</b></blockquote></p><p> The IRS started working with Palantir in 2013 and Palantir continues to land and expand its partnership with the IRS as it's been awarded nearly $20 million from them over the last 12 months.</p><p><blockquote>IRS于2013年开始与Palantir合作，Palantir继续建立并扩大与IRS的合作伙伴关系，在过去12个月中已获得IRS近2000万美元的资助。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e748221a3ed9fc319e2be6ebf40a8e95\" tg-width=\"956\" tg-height=\"524\" width=\"100%\" height=\"auto\"><span>Source: USAspending.gov</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：USAspending.gov</span></p></blockquote></p><p> In May, the IRS launched \"Operation Hidden Gem\", which is an initiative to focus on taxpayers who don't report cryptocurrencies gains. Carolyn Schenck, National Fraud Counsel for the IRS, recently had the&nbsp;following&nbsp;in regards to cryptocurrencies.</p><p><blockquote>今年5月，美国国税局发起了“隐藏宝石行动”，这是一项针对不报告加密货币收益的纳税人的举措。美国国税局（IRS）的国家欺诈顾问卡罗琳·申克（Carolyn Schenck）最近就加密货币发表了以下言论。</blockquote></p><p></p><p>   These transactions are not anonymous, we see you.\"  Another issue around crypto fraud, which Palantir's AML is designed to detect, is similar to PayPal's Anti-Fraud platform. The IRS recently revealed in its annual report that it seized&nbsp;$3.5 billion&nbsp;so far this year from cryptocurrency-related fraud. Palantir enables the IRS with the solutions that decipher criminal financial schemes and analyzes a variety of data sources in real-time. In the past, Palantir allowed the IRS to track the flow of funds or the flow of assets. For example, if someone were to transfer assets to a bank in the Cayman Islands and then withdraw the cash in the U.S. and use it for a&nbsp;down payment&nbsp;on something like an additional property, Palantir's deep data analysis will connect this information that's siloed, and present it to the IRS so that they can handle the specific situations accordingly.</p><p><blockquote>这些交易不是匿名的，我们看到你了。”Palantir的AML旨在检测另一个围绕加密货币欺诈的问题，该问题与PayPal的反欺诈平台类似。美国国税局最近在其年度报告中透露，今年迄今为止，它从加密货币相关欺诈中查获了35亿美元。Palantir为IRS提供了破译犯罪金融计划并实时分析各种数据源的解决方案。过去，Palantir允许国税局跟踪资金流动或资产流动。例如，如果有人将资产转移到开曼群岛的一家银行，然后在美国提取现金并将其用于购买额外房产等的首付，Palantir的深度数据分析将连接这些孤立的信息，并将其呈现给国税局，以便他们可以相应地处理具体情况。</blockquote></p><p> Based on Palantir's recent launch of Foundry for Crypto, Palantir could already be using its platform to provide real value for the U.S. government. As more information moves online and it becomes more complex to track complex digital assets, Palantir's technology remains one step ahead of trends when it comes to AI. Palantir continuously creates out-of-the-box solutions for the government, it then filters for commercial use cases.</p><p><blockquote>根据Palantir最近推出的Foundry for Crypto，Palantir可能已经在利用其平台为美国政府提供真正的价值。随着越来越多的信息转移到网上，跟踪复杂的数字资产变得更加复杂，Palantir的技术在人工智能方面仍然领先趋势一步。Palantir不断为政府创建开箱即用的解决方案，然后过滤商业用例。</blockquote></p><p> Now, let's use the L.A. Valuation Stevens Model to provide an updated fair value, then discuss risks associated with Palantir's entrance into crypto.</p><p><blockquote>现在，让我们使用洛杉矶估值史蒂文斯模型来提供更新的公允价值，然后讨论与Palantir进入加密货币领域相关的风险。</blockquote></p><p> <b>Valuation</b></p><p><blockquote><b>估值</b></blockquote></p><p> Palantir continues to land new commercial clients and demonstrate the value of its platform through strong quarterly results. In Q3, Palantir grew its commercial customer count by 46% quarter-over-quarter to over 200 customers. Below are some of Palantir's notable financial metrics.</p><p><blockquote>Palantir继续获得新的商业客户，并通过强劲的季度业绩展示其平台的价值。第三季度，Palantir的商业客户数量环比增长46%，达到200多家。以下是Palantir的一些值得注意的财务指标。</blockquote></p><p> <ul>  <li>$1.43B in TTM revenue</p><p><blockquote><ul><li>TTM收入$1.43 B</li></ul></blockquote></p><p></li>  <li>77% gross profit margins</p><p><blockquote><li>77%毛利率</li></blockquote></p><p></li>  <li>$120 billion TAM</p><p><blockquote><li>1200亿美元TAM</li></blockquote></p><p></li> </ul> <b>Palantir's Fair Value And Expected Return</b></p><p><blockquote><b>Palantir的公允价值和预期回报</b></blockquote></p><p> To determine Palantir's fair value, we will employ our proprietary valuation model. Here's what it entails:</p><p><blockquote>为了确定Palantir的公允价值，我们将采用我们专有的估值模型。它的含义如下：</blockquote></p><p> <ul>  <li>In step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.</p><p><blockquote><ul><li>在第一步中，我们使用传统的DCF模型，自由现金流按我们（股东）的资本成本贴现。</li></ul></blockquote></p><p></li>  <li>In step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).</p><p><blockquote><li>在步骤2中，模型考虑了已发行股票变化（回购/稀释）的影响。</li></blockquote></p><p></li>  <li>In step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.</p><p><blockquote><li>在第三步中，我们将十年结束时未来增长前景的估值正常化。然后，我们使用今天的股价和10年末的预计股价得出CAGR。如果这比市场高出足够的幅度，我们就投资。如果没有，我们等待一个更好的切入点。</li></blockquote></p><p></li> </ul> Assumptions:</p><p><blockquote>假设：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5f1499608f487046f492724343ce6250\" tg-width=\"934\" tg-height=\"572\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Results:</p><p><blockquote>结果：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cad4b65a88b3612deb98a837e64a5193\" tg-width=\"738\" tg-height=\"912\" width=\"100%\" height=\"auto\"><span>Source: L.A. Stevens Valuation Model</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：L.A.史蒂文斯估值模型</span></p></blockquote></p><p> Based on conservative estimates, Palantir is worth ~$31 today when accounting for future dilution, hence Palantir is significantly undervalued.</p><p><blockquote>根据保守估计，考虑到未来的稀释，Palantir目前的价值约为31美元，因此Palantir被严重低估。</blockquote></p><p> In order for us to determine if Palantir is worth an investment today, we'll project the expected return for Palantir over the next 10 years at today's price. To calculate the total expected return for the next decade, we grow the above free cash flow per share at our conservative growth rate, then assign a conservative Price-to-FCF multiple (35x) to it for year ten. Thereby, we create a conservative intrinsic value projection (2031 price target), by which we determine the 10-yr expected CAGR returns. If these returns beat our hurdle rate of 15%, we buy, else we wait for a better buying opportunity.</p><p><blockquote>为了让我们确定Palantir今天是否值得投资，我们将以今天的价格预测Palantir未来10年的预期回报。为了计算未来十年的总预期回报，我们以保守的增长率增长上述每股自由现金流，然后在第十年为其分配保守的价格与自由现金流倍数（35倍）。因此，我们创建了一个保守的内在价值预测（2031年价格目标），通过该预测我们确定了10年的预期CAGR回报。如果这些回报率超过我们15%的门槛率，我们就买入，否则我们等待更好的买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc7e1db2ce3e749cd8088652a7029424\" tg-width=\"736\" tg-height=\"534\" width=\"100%\" height=\"auto\"><span>Source: L.A. Stevens Valuation Model</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：L.A.史蒂文斯估值模型</span></p></blockquote></p><p> Palantir is expected to generate ~20% annualized returns over the next 10 years, therefore, now is an ideal time to add to a position or start one. Palantir's expected to beat our 15% hurdle rate by a wide margin, hence I rate Palantir a strong buy around $20.</p><p><blockquote>Palantir预计在未来10年内产生约20%的年化回报率，因此，现在是增加头寸或开始建仓的理想时机。Palantir预计将大幅超过我们15%的门槛利率，因此我将Palantir评级为20美元左右的强力买入。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> <ul>  <li><i>There are unforeseen risks given that cryptocurrency is a relatively new technology and there is uncertainty around future regulation.</i></p><p><blockquote><ul><li><i>鉴于加密货币是一项相对较新的技术，并且未来监管存在不确定性，因此存在不可预见的风险。</i></li></ul></blockquote></p><p></p><p></li> </ul> Palantir faces competition from both large incumbent tech companies such as Amazon(NASDAQ:AMZN)&nbsp;as well as startups such as Chainalysis. Palantir needs to offer solutions that generate alpha in digital environments that leverage future technological innovations. Chainalysis is a fintech startup that offers KYC and AML automated transaction monitoring on multiple blockchains, similar to Foundry for Crypto. Chainalysis raised $100 million this summer at a $4.2&nbsp;billion valuation and operates in over 60 countries. On the other side of the spectrum are the large tech giants such as Amazon, which started offering the Amazon Managed Blockchain service in 2018, which makes it easy to utilize blockchains such as Ethereum.</p><p><blockquote>Palantir面临着来自Amazon（纳斯达克股票代码：AMZN）等大型现有科技公司以及Chainalysis等初创公司的竞争。Palantir需要提供在利用未来技术创新的数字环境中产生alpha的解决方案。Chainalysis是一家金融科技初创公司，在多个区块链上提供KYC和反洗钱自动交易监控，类似于Foundry for Crypto。Chainalysis今年夏天以42亿美元的估值筹集了1亿美元，业务遍及60多个国家。另一方面是亚马逊等大型科技巨头，该公司于2018年开始提供亚马逊托管区块链服务，这使得利用以太币等区块链变得容易。</blockquote></p><p> The intersection of digital payments resembles a large opportunity as the banks and card networks have incredibly large networks developed at scale. This results in a fintech landscape that is ripe for innovation and it will be increasingly more competitive, as the top 250 fintech unicorns have raised over $73&nbsp;billion since 2016. Palantir will rely on developing the next wave of AI solutions when it comes to payments, by deploying them for the government to create the core technology and then filtering the solution for the commercial sector.</p><p><blockquote>数字支付的交叉类似于一个巨大的机会，因为银行和信用卡网络已经大规模发展了令人难以置信的大型网络。这使得金融科技领域的创新时机已经成熟，而且竞争将越来越激烈，因为自2016年以来，排名前250位的金融科技独角兽已经筹集了超过730亿美元。Palantir将依靠开发下一波支付领域的人工智能解决方案，为政府部署这些解决方案来创建核心技术，然后为商业部门过滤解决方案。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Palantir is at the forefront of the digital transformation underway as its platform is the connective tissue for modern organizations to generate insights from many sources of information. In regard to payments and fintech, Palantir has deep roots that link back to the early days of PayPal as Palantir's targeted the large financial institutions since the early 2010s. Palantir continues to expand its platform to apply its deep data insights to information within decentralized finance applications like smart contracts. Palantir's well-positioned to leverage its platform to connect the data from these blockchain applications and with its AI expertise to enable its customers to offer innovative fintech solutions.</p><p><blockquote>Palantir处于正在进行的数字化转型的最前沿，因为其平台是现代组织从许多信息源中生成见解的结缔组织。在支付和金融科技方面，Palantir有着深厚的渊源，可以追溯到PayPal的早期，因为Palantir自2010年代初以来一直瞄准大型金融机构。Palantir继续扩展其平台，将其深入的数据洞察应用于智能合约等去中心化金融应用程序中的信息。Palantir处于有利地位，可以利用其平台连接这些区块链应用程序的数据，并利用其人工智能专业知识，使其客户能够提供创新的金融科技解决方案。</blockquote></p><p> I've been bullish on Palantir over the past year and trading below $20, Palantir represents an attractive price for long-term investors given that Palantir is a generational company and has strong ties to PayPal's early days. I rate Palantir a strong buy at $20.</p><p><blockquote>过去一年我一直看好Palantir，交易价格低于20美元，鉴于Palantir是一家世代公司，并且与PayPal的早期有着密切的联系，Palantir对长期投资者来说是一个有吸引力的价格。我对Palantir的强烈买入评级为20美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Has Now Entered A New Dimension<blockquote>Palantir现已进入新维度</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Has Now Entered A New Dimension<blockquote>Palantir现已进入新维度</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-13 11:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir recently launched Foundry for Crypto to empower the future of finance.</li>  <li>Palantir now has the opportunity to leverage its platform's connective tissue to track the flow of funds within decentralized finance applications.</li>  <li>Palantir's worked with the IRS since 2013 and prior to the release of Foundry, Gotham was deployed for large financial institutions.</li>  <li>In today's article, I will highlight Palantir's roots that lead back to PayPal as well as Palantir's opportunity within fintech.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b19fbe474b2b948c1dd476507722b776\" tg-width=\"1536\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>Olemedia/E+ via Getty Images</span></p><p><blockquote><ul><li>Palantir最近推出了Foundry for Crypto，为金融的未来赋能。</li><li>Palantir现在有机会利用其平台的结缔组织来跟踪去中心化金融应用程序中的资金流。</li><li>Palantir自2013年以来一直与IRS合作，在Foundry发布之前，Gotham是为大型金融机构部署的。</li><li>在今天的文章中，我将重点介绍Palantir可以追溯到PayPal的根源以及Palantir在金融科技领域的机遇。</li></ul><p class=\"t-img-caption\"><span>Olemedia/E+来自盖蒂图片社</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> When it comes to Palantir (PLTR), most investors are excited by its government business as well as its opportunity in the commercial sector with Foundry for Builders. Today, ~60% of Palantir's business stems from the government, while the other portion comes from the commercial sector. Palantir's platform is known for its artificial intelligence (AI) and deep data insights that provide its customers with critical information to help maximize their profits. Palantir's solutions are built around \"mission-driven engineering\" to integrate information from siloed and unstructured data sets. In this article, we'll explore Palantir's roots that go back to the payments industry and PayPal.</p><p><blockquote>谈到Palantir(PLTR)，大多数投资者都对其政府业务以及其在商业领域为建筑商铸造的机会感到兴奋。如今，Palantir约60%的业务来自政府，而另一部分来自商业部门。Palantir的平台以其人工智能(AI)和深度数据洞察而闻名，可为客户提供关键信息，帮助他们实现利润最大化。Palantir的解决方案围绕“任务驱动工程”构建，以集成来自孤立和非结构化数据集的信息。在本文中，我们将探讨Palantir的根源，这些根源可以追溯到支付行业和PayPal。</blockquote></p><p> PayPal and Palantir co-founder Peter Thiel approached fellow Palantir co-founder, Stephen Cohen, in 2004 and told him about his idea for Palantir, here's what he envisioned.</p><p><blockquote>PayPal和Palantir联合创始人Peter Thiel于2004年联系了Palantir联合创始人Stephen Cohen，并告诉他他对Palantir的想法，以下是他的设想。</blockquote></p><p>   Let's take some of the ideas from the PayPal Anti-Fraud platform and let's try to generalize them to solve the country's counterterrorism problem. And we'll start by selling it directly to the U.S. Government.    And while we're at it, let's solve the generalized enterprise information management platforms that are out there. Let's help big enterprises use a Silicon Valley approach to understanding their data.\"-Stephen Cohen, 2013  Five years ago, a quarter of Palantir's business stemmed from the financial sector - while Palantir's connection to the fintech may not be clear on the surface, the company has a significant opportunity to deploy its AI, specifically Foundry, for fintech applications whether that's current banks or fintech companies such as Elementus, a blockchain analytics platform. Palantir currently serves the IRS and the current banking infrastructure as well as future innovative payment technologies such as cryptocurrencies and smart contracts.</p><p><blockquote>让我们从PayPal反欺诈平台中获取一些想法，并尝试将它们概括为解决该国的反恐问题。我们将从直接卖给美国政府开始。同时，让我们来解决现有的通用企业信息管理平台。让我们帮助大企业使用硅谷的方法来理解他们的数据。”—Stephen Cohen，2013五年前，Palantir四分之一的业务来自金融领域—虽然Palantir与金融科技的联系表面上可能并不清楚，但该公司有很大的机会为金融科技应用程序部署其人工智能，特别是Foundry，无论是当前的银行还是区块链分析平台Elementus等金融科技公司。Palantir目前为美国国税局和当前的银行基础设施以及未来的创新支付技术（如加密货币和智能合约）提供服务。</blockquote></p><p> <b>Deep Roots In Payments</b></p><p><blockquote><b>深厚的支付根基</b></blockquote></p><p> Much of the Palantir \"DNA\" and culture is replicated from PayPal. Palantir's core technology was also inspired by PayPal, specifically PayPal's Anti-Fraud platform. Peter Thiel co-founded PayPal with Max Levchin and would later go on to co-find Palantir along with Nathan Gettings, Palantir's first chief technology officer, who was an engineer at PayPal where he worked closely with Levchin fighting payment fraud. This PayPal Anti-Fraud framework would go on to provide the fundamental building blocks for Palantir's first initiative to fight counterterrorism.</p><p><blockquote>Palantir的大部分“DNA”和文化都是从PayPal复制的。Palantir的核心技术也受到了PayPal的启发，特别是PayPal的反欺诈平台。Peter Thiel与Max Levchin共同创立了PayPal，后来与Palantir首任首席技术官Nathan Gettings共同创立了Palantir，后者是PayPal的一名工程师，在那里他与Levchin密切合作打击支付欺诈。这个PayPal反欺诈框架将继续为Palantir的第一个反恐举措提供基本构建模块。</blockquote></p><p> Palantir deploys technology within the government that is similar to what it deploys for large financial institutions. The challenges that financial institutions must overcome are similar to those faced in the government context because there are many data sources and many systems that feed input into the financial service sector as well as the government sector. Palantir uses deep data analytics to identify patterns and trends within this information to help its customers manage risk and execute their plans to better navigate complex environments that are constantly changing.</p><p><blockquote>Palantir在政府内部部署类似于为大型金融机构部署的技术。金融机构必须克服的挑战与政府面临的挑战相似，因为有许多数据源和许多系统向金融服务部门和政府部门提供输入。Palantir使用深度数据分析来识别这些信息中的模式和趋势，以帮助客户管理风险并执行计划，从而更好地应对不断变化的复杂环境。</blockquote></p><p> In 2016, about 25% of Palantir's business came from the financial sector as Palantir deployed its Gotham Platform to investigate fraud for large institutions, as reported in its S1. Palantir works with a lot of banks and replaced legacy technology that's been around for over 30 years. For example, Credit Suisse has used Palantir since 2013 to analyze risks and detect fraud using data from more than a&nbsp;hundred&nbsp;systems across their operations.</p><p><blockquote>据其S1报道，2016年，Palantir约25%的业务来自金融领域，因为Palantir部署了Gotham平台来调查大型机构的欺诈行为。Palantir与许多银行合作，取代了已有30多年历史的遗留技术。例如，瑞士信贷自2013年以来一直使用Palantir，利用其运营中一百多个系统的数据来分析风险和检测欺诈行为。</blockquote></p><p> Palantir seeks to become the central operating system for&nbsp;entire industries&nbsp;rather than just a singular customer and Palantir sees an opportunity to create similar industry-wide partnerships within the financial services industry as it has within the U.S. government and aviation industry. Palantir's consistently winning government contracts while Palantir partnered with Airbus(OTCPK:EADSF)&nbsp;to launch&nbsp;SkyWise&nbsp;in 2017 and now works with over 100 airlines.</p><p><blockquote>Palantir寻求成为整个行业的中央操作系统，而不仅仅是单一客户，Palantir看到了在金融服务行业建立类似于美国政府和航空业的全行业合作伙伴关系的机会。Palantir不断赢得政府合同，而Palantir于2017年与空中客车公司(OTCPK：EADSF)合作推出SkyWise，目前与100多家航空公司合作。</blockquote></p><p> Significant Opportunity At Hand</p><p><blockquote>手头的重大机遇</blockquote></p><p></p><p> On November 23, Palantir launched Foundry for Crypto, which will leverage Foundry's defined data integration to automatically build data pipelines and convert unorganized data into a transparent hub.</p><p><blockquote>11月23日，Palantir推出了Foundry for Crypto，它将利用Foundry定义的数据集成来自动构建数据管道，并将无组织的数据转换为透明的中枢。</blockquote></p><p> Foundry for Crypto will enable Web3 startups to leverage the technology that financial institutions use to fight crime. With the current digital transformation underway and the rise of cryptocurrencies and blockchain technologies, Palantir leverages its data expertise to power the next generation of finance software.</p><p><blockquote>Foundry for Crypto将使Web3初创公司能够利用金融机构用来打击犯罪的技术。随着当前数字化转型的进行以及加密货币和区块链技术的兴起，Palantir利用其数据专业知识为下一代财务软件提供支持。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f2a3fb5ad32eff1f464c225cc4b1f1c\" tg-width=\"1280\" tg-height=\"621\" width=\"100%\" height=\"auto\"><span>Source: Offerings | Crypto</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：产品|Crypto</span></p></blockquote></p><p> As indicated above, Palantir is chain-agnostic, meaning that Palantir works with multiple blockchains. Palantir integrates transaction data as well as smart contract data which will enable Palantir to leverage the core competencies of its AI and data analysis to provide its KYC (Know-Your-Customer) insights. For example, if somebody were to make a transaction using cryptocurrency from a non-custodial wallet, then it'd typically be a challenge to decipher KYC information from that wallet since the blockchain itself is encrypted and decentralized. Palantir traces the assets in a non-custodial wallet and tracks where the assets were transferred from. This allows Palantir to locate the exchange the asset was originally transferred from and then Palantir can track customer data from the crypto exchange where the asset was purchased, like Coinbase.</p><p><blockquote>如上所述，Palantir是链不可知的，这意味着Palantir可以与多个区块链一起工作。Palantir集成了交易数据和智能合约数据，这将使Palantir能够利用其人工智能和数据分析的核心能力来提供KYC（了解您的客户）见解。例如，如果有人要使用非托管钱包中的加密货币进行交易，那么从该钱包中破译KYC信息通常是一个挑战，因为区块链本身是加密和去中心化的。Palantir跟踪非托管钱包中的资产，并跟踪资产的转移地点。这使得Palantir能够找到资产最初转移的交易所，然后Palantir可以跟踪购买资产的加密货币交易所的客户数据，例如Coinbase。</blockquote></p><p> The example above highlights how Palantir digs deep and scrapes the data from the blockchain to learn about a specific individual. This goes a long way in validating secure transactions as Palantir identifies malicious transactions on the blockchain, based on the transaction's location and specific properties. Companies that want to accept cryptocurrencies need secure solutions while they also want to gather insights around their customers to propel their businesses. BNPL companies, like Affirm, which was started by Max Levchin and Nathan Gettings, use advanced risk modeling (also referred to as AI) to offer consumers more fair credit assessments because BNPL companies have access to essential data from both the merchant and the consumer. Palantir could leverage its AI and data insights to help its customers better understand their clientele to offer targeted marketing campaigns or help them identify opportunities that will decrease expenses.</p><p><blockquote>上面的例子强调了Palantir如何深入挖掘并从区块链中抓取数据来了解特定个人。这对于验证安全交易大有帮助，因为Palantir会根据交易的位置和特定属性识别区块链上的恶意交易。希望接受加密货币的公司需要安全的解决方案，同时他们也希望收集客户周围的见解来推动他们的业务。BNPL公司，例如由Max Levchin和Nathan Gettings创立的Affirm，使用高级风险建模（也称为人工智能）为消费者提供更公平的信用评估，因为BNPL公司可以访问来自商家和消费者的重要数据。Palantir可以利用其人工智能和数据洞察来帮助客户更好地了解他们的客户，从而提供有针对性的营销活动或帮助他们发现减少开支的机会。</blockquote></p><p> Foundry for Crypto is still in its early adoption stage as it was recently rolled out and Palantir has multiple opportunities to implement this platform in a variety of industries as payment technology continues to evolve and will reshape the current payments landscape.</p><p><blockquote>Foundry for Crypto仍处于早期采用阶段，因为它是最近推出的，随着支付技术的不断发展，Palantir有多种机会在各个行业实施该平台，并将重塑当前的支付格局。</blockquote></p><p> Smart contracts are another significant opportunity for Palantir. Smart contracts are a set of protocols that are validated and carried out on the flow of data, meaning that once the contract is fulfilled, the data will indicate the contract is satisfied and ensure that the liable party transfers the agreed-upon funds. Palantir has a great opportunity to play a role in the facilitation of data within smart contracts while removing the costs of working with third networks and banks.</p><p><blockquote>智能合约是Palantir的另一个重要机会。智能合约是一组在数据流上验证和执行的协议，这意味着一旦合同履行，数据将表明合同得到满足，并确保责任方转移约定的资金。Palantir有很好的机会在促进智能合同中的数据方面发挥作用，同时消除与第三方网络和银行合作的成本。</blockquote></p><p> One of Palantir's SPAC investments, BlackSky, deploys Foundry and processes real-time satellite imagery to monitor events taking place on Earth. For example, BlackSky can detect if the shipment has been delivered since BlackSky's satellites take images multiple times throughout the day. BlackSky monitors data and information that can only be processed through imagery and is the custodian of monitoring these actions and generating these actions into data points, so that they can inform smart contracts as to whether or not the contract was satisfied. This is a great example of how Palantir's customers may leverage Foundry to process information relating to digital assets and new digital protocols.</p><p><blockquote>Palantir的SPAC投资之一BlackSky部署Foundry并处理实时卫星图像以监控地球上发生的事件。例如，BlackSky可以检测货物是否已交付，因为BlackSky的卫星全天多次拍摄图像。BlackSky监控只能通过图像处理的数据和信息，并且是监控这些操作并将这些操作生成数据点的保管人，以便他们可以通知智能合约合同是否得到满足。这是Palantir的客户如何利用Foundry来处理与数字资产和新数字协议相关的信息的一个很好的例子。</blockquote></p><p> <b>The Government's Implemented Palantir's \"FinTech\" Solution Since 2013</b></p><p><blockquote><b>政府自2013年起实施Palantir的“金融科技”解决方案</b></blockquote></p><p> The IRS started working with Palantir in 2013 and Palantir continues to land and expand its partnership with the IRS as it's been awarded nearly $20 million from them over the last 12 months.</p><p><blockquote>IRS于2013年开始与Palantir合作，Palantir继续建立并扩大与IRS的合作伙伴关系，在过去12个月中已获得IRS近2000万美元的资助。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e748221a3ed9fc319e2be6ebf40a8e95\" tg-width=\"956\" tg-height=\"524\" width=\"100%\" height=\"auto\"><span>Source: USAspending.gov</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：USAspending.gov</span></p></blockquote></p><p> In May, the IRS launched \"Operation Hidden Gem\", which is an initiative to focus on taxpayers who don't report cryptocurrencies gains. Carolyn Schenck, National Fraud Counsel for the IRS, recently had the&nbsp;following&nbsp;in regards to cryptocurrencies.</p><p><blockquote>今年5月，美国国税局发起了“隐藏宝石行动”，这是一项针对不报告加密货币收益的纳税人的举措。美国国税局（IRS）的国家欺诈顾问卡罗琳·申克（Carolyn Schenck）最近就加密货币发表了以下言论。</blockquote></p><p></p><p>   These transactions are not anonymous, we see you.\"  Another issue around crypto fraud, which Palantir's AML is designed to detect, is similar to PayPal's Anti-Fraud platform. The IRS recently revealed in its annual report that it seized&nbsp;$3.5 billion&nbsp;so far this year from cryptocurrency-related fraud. Palantir enables the IRS with the solutions that decipher criminal financial schemes and analyzes a variety of data sources in real-time. In the past, Palantir allowed the IRS to track the flow of funds or the flow of assets. For example, if someone were to transfer assets to a bank in the Cayman Islands and then withdraw the cash in the U.S. and use it for a&nbsp;down payment&nbsp;on something like an additional property, Palantir's deep data analysis will connect this information that's siloed, and present it to the IRS so that they can handle the specific situations accordingly.</p><p><blockquote>这些交易不是匿名的，我们看到你了。”Palantir的AML旨在检测另一个围绕加密货币欺诈的问题，该问题与PayPal的反欺诈平台类似。美国国税局最近在其年度报告中透露，今年迄今为止，它从加密货币相关欺诈中查获了35亿美元。Palantir为IRS提供了破译犯罪金融计划并实时分析各种数据源的解决方案。过去，Palantir允许国税局跟踪资金流动或资产流动。例如，如果有人将资产转移到开曼群岛的一家银行，然后在美国提取现金并将其用于购买额外房产等的首付，Palantir的深度数据分析将连接这些孤立的信息，并将其呈现给国税局，以便他们可以相应地处理具体情况。</blockquote></p><p> Based on Palantir's recent launch of Foundry for Crypto, Palantir could already be using its platform to provide real value for the U.S. government. As more information moves online and it becomes more complex to track complex digital assets, Palantir's technology remains one step ahead of trends when it comes to AI. Palantir continuously creates out-of-the-box solutions for the government, it then filters for commercial use cases.</p><p><blockquote>根据Palantir最近推出的Foundry for Crypto，Palantir可能已经在利用其平台为美国政府提供真正的价值。随着越来越多的信息转移到网上，跟踪复杂的数字资产变得更加复杂，Palantir的技术在人工智能方面仍然领先趋势一步。Palantir不断为政府创建开箱即用的解决方案，然后过滤商业用例。</blockquote></p><p> Now, let's use the L.A. Valuation Stevens Model to provide an updated fair value, then discuss risks associated with Palantir's entrance into crypto.</p><p><blockquote>现在，让我们使用洛杉矶估值史蒂文斯模型来提供更新的公允价值，然后讨论与Palantir进入加密货币领域相关的风险。</blockquote></p><p> <b>Valuation</b></p><p><blockquote><b>估值</b></blockquote></p><p> Palantir continues to land new commercial clients and demonstrate the value of its platform through strong quarterly results. In Q3, Palantir grew its commercial customer count by 46% quarter-over-quarter to over 200 customers. Below are some of Palantir's notable financial metrics.</p><p><blockquote>Palantir继续获得新的商业客户，并通过强劲的季度业绩展示其平台的价值。第三季度，Palantir的商业客户数量环比增长46%，达到200多家。以下是Palantir的一些值得注意的财务指标。</blockquote></p><p> <ul>  <li>$1.43B in TTM revenue</p><p><blockquote><ul><li>TTM收入$1.43 B</li></ul></blockquote></p><p></li>  <li>77% gross profit margins</p><p><blockquote><li>77%毛利率</li></blockquote></p><p></li>  <li>$120 billion TAM</p><p><blockquote><li>1200亿美元TAM</li></blockquote></p><p></li> </ul> <b>Palantir's Fair Value And Expected Return</b></p><p><blockquote><b>Palantir的公允价值和预期回报</b></blockquote></p><p> To determine Palantir's fair value, we will employ our proprietary valuation model. Here's what it entails:</p><p><blockquote>为了确定Palantir的公允价值，我们将采用我们专有的估值模型。它的含义如下：</blockquote></p><p> <ul>  <li>In step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.</p><p><blockquote><ul><li>在第一步中，我们使用传统的DCF模型，自由现金流按我们（股东）的资本成本贴现。</li></ul></blockquote></p><p></li>  <li>In step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).</p><p><blockquote><li>在步骤2中，模型考虑了已发行股票变化（回购/稀释）的影响。</li></blockquote></p><p></li>  <li>In step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.</p><p><blockquote><li>在第三步中，我们将十年结束时未来增长前景的估值正常化。然后，我们使用今天的股价和10年末的预计股价得出CAGR。如果这比市场高出足够的幅度，我们就投资。如果没有，我们等待一个更好的切入点。</li></blockquote></p><p></li> </ul> Assumptions:</p><p><blockquote>假设：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5f1499608f487046f492724343ce6250\" tg-width=\"934\" tg-height=\"572\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Results:</p><p><blockquote>结果：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cad4b65a88b3612deb98a837e64a5193\" tg-width=\"738\" tg-height=\"912\" width=\"100%\" height=\"auto\"><span>Source: L.A. Stevens Valuation Model</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：L.A.史蒂文斯估值模型</span></p></blockquote></p><p> Based on conservative estimates, Palantir is worth ~$31 today when accounting for future dilution, hence Palantir is significantly undervalued.</p><p><blockquote>根据保守估计，考虑到未来的稀释，Palantir目前的价值约为31美元，因此Palantir被严重低估。</blockquote></p><p> In order for us to determine if Palantir is worth an investment today, we'll project the expected return for Palantir over the next 10 years at today's price. To calculate the total expected return for the next decade, we grow the above free cash flow per share at our conservative growth rate, then assign a conservative Price-to-FCF multiple (35x) to it for year ten. Thereby, we create a conservative intrinsic value projection (2031 price target), by which we determine the 10-yr expected CAGR returns. If these returns beat our hurdle rate of 15%, we buy, else we wait for a better buying opportunity.</p><p><blockquote>为了让我们确定Palantir今天是否值得投资，我们将以今天的价格预测Palantir未来10年的预期回报。为了计算未来十年的总预期回报，我们以保守的增长率增长上述每股自由现金流，然后在第十年为其分配保守的价格与自由现金流倍数（35倍）。因此，我们创建了一个保守的内在价值预测（2031年价格目标），通过该预测我们确定了10年的预期CAGR回报。如果这些回报率超过我们15%的门槛率，我们就买入，否则我们等待更好的买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc7e1db2ce3e749cd8088652a7029424\" tg-width=\"736\" tg-height=\"534\" width=\"100%\" height=\"auto\"><span>Source: L.A. Stevens Valuation Model</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：L.A.史蒂文斯估值模型</span></p></blockquote></p><p> Palantir is expected to generate ~20% annualized returns over the next 10 years, therefore, now is an ideal time to add to a position or start one. Palantir's expected to beat our 15% hurdle rate by a wide margin, hence I rate Palantir a strong buy around $20.</p><p><blockquote>Palantir预计在未来10年内产生约20%的年化回报率，因此，现在是增加头寸或开始建仓的理想时机。Palantir预计将大幅超过我们15%的门槛利率，因此我将Palantir评级为20美元左右的强力买入。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> <ul>  <li><i>There are unforeseen risks given that cryptocurrency is a relatively new technology and there is uncertainty around future regulation.</i></p><p><blockquote><ul><li><i>鉴于加密货币是一项相对较新的技术，并且未来监管存在不确定性，因此存在不可预见的风险。</i></li></ul></blockquote></p><p></p><p></li> </ul> Palantir faces competition from both large incumbent tech companies such as Amazon(NASDAQ:AMZN)&nbsp;as well as startups such as Chainalysis. Palantir needs to offer solutions that generate alpha in digital environments that leverage future technological innovations. Chainalysis is a fintech startup that offers KYC and AML automated transaction monitoring on multiple blockchains, similar to Foundry for Crypto. Chainalysis raised $100 million this summer at a $4.2&nbsp;billion valuation and operates in over 60 countries. On the other side of the spectrum are the large tech giants such as Amazon, which started offering the Amazon Managed Blockchain service in 2018, which makes it easy to utilize blockchains such as Ethereum.</p><p><blockquote>Palantir面临着来自Amazon（纳斯达克股票代码：AMZN）等大型现有科技公司以及Chainalysis等初创公司的竞争。Palantir需要提供在利用未来技术创新的数字环境中产生alpha的解决方案。Chainalysis是一家金融科技初创公司，在多个区块链上提供KYC和反洗钱自动交易监控，类似于Foundry for Crypto。Chainalysis今年夏天以42亿美元的估值筹集了1亿美元，业务遍及60多个国家。另一方面是亚马逊等大型科技巨头，该公司于2018年开始提供亚马逊托管区块链服务，这使得利用以太币等区块链变得容易。</blockquote></p><p> The intersection of digital payments resembles a large opportunity as the banks and card networks have incredibly large networks developed at scale. This results in a fintech landscape that is ripe for innovation and it will be increasingly more competitive, as the top 250 fintech unicorns have raised over $73&nbsp;billion since 2016. Palantir will rely on developing the next wave of AI solutions when it comes to payments, by deploying them for the government to create the core technology and then filtering the solution for the commercial sector.</p><p><blockquote>数字支付的交叉类似于一个巨大的机会，因为银行和信用卡网络已经大规模发展了令人难以置信的大型网络。这使得金融科技领域的创新时机已经成熟，而且竞争将越来越激烈，因为自2016年以来，排名前250位的金融科技独角兽已经筹集了超过730亿美元。Palantir将依靠开发下一波支付领域的人工智能解决方案，为政府部署这些解决方案来创建核心技术，然后为商业部门过滤解决方案。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Palantir is at the forefront of the digital transformation underway as its platform is the connective tissue for modern organizations to generate insights from many sources of information. In regard to payments and fintech, Palantir has deep roots that link back to the early days of PayPal as Palantir's targeted the large financial institutions since the early 2010s. Palantir continues to expand its platform to apply its deep data insights to information within decentralized finance applications like smart contracts. Palantir's well-positioned to leverage its platform to connect the data from these blockchain applications and with its AI expertise to enable its customers to offer innovative fintech solutions.</p><p><blockquote>Palantir处于正在进行的数字化转型的最前沿，因为其平台是现代组织从许多信息源中生成见解的结缔组织。在支付和金融科技方面，Palantir有着深厚的渊源，可以追溯到PayPal的早期，因为Palantir自2010年代初以来一直瞄准大型金融机构。Palantir继续扩展其平台，将其深入的数据洞察应用于智能合约等去中心化金融应用程序中的信息。Palantir处于有利地位，可以利用其平台连接这些区块链应用程序的数据，并利用其人工智能专业知识，使其客户能够提供创新的金融科技解决方案。</blockquote></p><p> I've been bullish on Palantir over the past year and trading below $20, Palantir represents an attractive price for long-term investors given that Palantir is a generational company and has strong ties to PayPal's early days. I rate Palantir a strong buy at $20.</p><p><blockquote>过去一年我一直看好Palantir，交易价格低于20美元，鉴于Palantir是一家世代公司，并且与PayPal的早期有着密切的联系，Palantir对长期投资者来说是一个有吸引力的价格。我对Palantir的强烈买入评级为20美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4474525-palantir-stock-foundry-for-crypto-fintech-opportunity\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4474525-palantir-stock-foundry-for-crypto-fintech-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163753909","content_text":"Summary\n\nPalantir recently launched Foundry for Crypto to empower the future of finance.\nPalantir now has the opportunity to leverage its platform's connective tissue to track the flow of funds within decentralized finance applications.\nPalantir's worked with the IRS since 2013 and prior to the release of Foundry, Gotham was deployed for large financial institutions.\nIn today's article, I will highlight Palantir's roots that lead back to PayPal as well as Palantir's opportunity within fintech.\n\nOlemedia/E+ via Getty Images\nInvestment Thesis\nWhen it comes to Palantir (PLTR), most investors are excited by its government business as well as its opportunity in the commercial sector with Foundry for Builders. Today, ~60% of Palantir's business stems from the government, while the other portion comes from the commercial sector. Palantir's platform is known for its artificial intelligence (AI) and deep data insights that provide its customers with critical information to help maximize their profits. Palantir's solutions are built around \"mission-driven engineering\" to integrate information from siloed and unstructured data sets. In this article, we'll explore Palantir's roots that go back to the payments industry and PayPal.\nPayPal and Palantir co-founder Peter Thiel approached fellow Palantir co-founder, Stephen Cohen, in 2004 and told him about his idea for Palantir, here's what he envisioned.\n\n Let's take some of the ideas from the PayPal Anti-Fraud platform and let's try to generalize them to solve the country's counterterrorism problem. And we'll start by selling it directly to the U.S. Government.\n\n\n And while we're at it, let's solve the generalized enterprise information management platforms that are out there. Let's help big enterprises use a Silicon Valley approach to understanding their data.\"-Stephen Cohen, 2013\n\nFive years ago, a quarter of Palantir's business stemmed from the financial sector - while Palantir's connection to the fintech may not be clear on the surface, the company has a significant opportunity to deploy its AI, specifically Foundry, for fintech applications whether that's current banks or fintech companies such as Elementus, a blockchain analytics platform. Palantir currently serves the IRS and the current banking infrastructure as well as future innovative payment technologies such as cryptocurrencies and smart contracts.\nDeep Roots In Payments\nMuch of the Palantir \"DNA\" and culture is replicated from PayPal. Palantir's core technology was also inspired by PayPal, specifically PayPal's Anti-Fraud platform. Peter Thiel co-founded PayPal with Max Levchin and would later go on to co-find Palantir along with Nathan Gettings, Palantir's first chief technology officer, who was an engineer at PayPal where he worked closely with Levchin fighting payment fraud. This PayPal Anti-Fraud framework would go on to provide the fundamental building blocks for Palantir's first initiative to fight counterterrorism.\nPalantir deploys technology within the government that is similar to what it deploys for large financial institutions. The challenges that financial institutions must overcome are similar to those faced in the government context because there are many data sources and many systems that feed input into the financial service sector as well as the government sector. Palantir uses deep data analytics to identify patterns and trends within this information to help its customers manage risk and execute their plans to better navigate complex environments that are constantly changing.\nIn 2016, about 25% of Palantir's business came from the financial sector as Palantir deployed its Gotham Platform to investigate fraud for large institutions, as reported in its S1. Palantir works with a lot of banks and replaced legacy technology that's been around for over 30 years. For example, Credit Suisse has used Palantir since 2013 to analyze risks and detect fraud using data from more than a hundred systems across their operations.\nPalantir seeks to become the central operating system for entire industries rather than just a singular customer and Palantir sees an opportunity to create similar industry-wide partnerships within the financial services industry as it has within the U.S. government and aviation industry. Palantir's consistently winning government contracts while Palantir partnered with Airbus(OTCPK:EADSF) to launch SkyWise in 2017 and now works with over 100 airlines.\nSignificant Opportunity At Hand\nOn November 23, Palantir launched Foundry for Crypto, which will leverage Foundry's defined data integration to automatically build data pipelines and convert unorganized data into a transparent hub.\nFoundry for Crypto will enable Web3 startups to leverage the technology that financial institutions use to fight crime. With the current digital transformation underway and the rise of cryptocurrencies and blockchain technologies, Palantir leverages its data expertise to power the next generation of finance software.\nSource: Offerings | Crypto\nAs indicated above, Palantir is chain-agnostic, meaning that Palantir works with multiple blockchains. Palantir integrates transaction data as well as smart contract data which will enable Palantir to leverage the core competencies of its AI and data analysis to provide its KYC (Know-Your-Customer) insights. For example, if somebody were to make a transaction using cryptocurrency from a non-custodial wallet, then it'd typically be a challenge to decipher KYC information from that wallet since the blockchain itself is encrypted and decentralized. Palantir traces the assets in a non-custodial wallet and tracks where the assets were transferred from. This allows Palantir to locate the exchange the asset was originally transferred from and then Palantir can track customer data from the crypto exchange where the asset was purchased, like Coinbase.\nThe example above highlights how Palantir digs deep and scrapes the data from the blockchain to learn about a specific individual. This goes a long way in validating secure transactions as Palantir identifies malicious transactions on the blockchain, based on the transaction's location and specific properties. Companies that want to accept cryptocurrencies need secure solutions while they also want to gather insights around their customers to propel their businesses. BNPL companies, like Affirm, which was started by Max Levchin and Nathan Gettings, use advanced risk modeling (also referred to as AI) to offer consumers more fair credit assessments because BNPL companies have access to essential data from both the merchant and the consumer. Palantir could leverage its AI and data insights to help its customers better understand their clientele to offer targeted marketing campaigns or help them identify opportunities that will decrease expenses.\nFoundry for Crypto is still in its early adoption stage as it was recently rolled out and Palantir has multiple opportunities to implement this platform in a variety of industries as payment technology continues to evolve and will reshape the current payments landscape.\nSmart contracts are another significant opportunity for Palantir. Smart contracts are a set of protocols that are validated and carried out on the flow of data, meaning that once the contract is fulfilled, the data will indicate the contract is satisfied and ensure that the liable party transfers the agreed-upon funds. Palantir has a great opportunity to play a role in the facilitation of data within smart contracts while removing the costs of working with third networks and banks.\nOne of Palantir's SPAC investments, BlackSky, deploys Foundry and processes real-time satellite imagery to monitor events taking place on Earth. For example, BlackSky can detect if the shipment has been delivered since BlackSky's satellites take images multiple times throughout the day. BlackSky monitors data and information that can only be processed through imagery and is the custodian of monitoring these actions and generating these actions into data points, so that they can inform smart contracts as to whether or not the contract was satisfied. This is a great example of how Palantir's customers may leverage Foundry to process information relating to digital assets and new digital protocols.\nThe Government's Implemented Palantir's \"FinTech\" Solution Since 2013\nThe IRS started working with Palantir in 2013 and Palantir continues to land and expand its partnership with the IRS as it's been awarded nearly $20 million from them over the last 12 months.\nSource: USAspending.gov\nIn May, the IRS launched \"Operation Hidden Gem\", which is an initiative to focus on taxpayers who don't report cryptocurrencies gains. Carolyn Schenck, National Fraud Counsel for the IRS, recently had the following in regards to cryptocurrencies.\n\n These transactions are not anonymous, we see you.\"\n\nAnother issue around crypto fraud, which Palantir's AML is designed to detect, is similar to PayPal's Anti-Fraud platform. The IRS recently revealed in its annual report that it seized $3.5 billion so far this year from cryptocurrency-related fraud. Palantir enables the IRS with the solutions that decipher criminal financial schemes and analyzes a variety of data sources in real-time. In the past, Palantir allowed the IRS to track the flow of funds or the flow of assets. For example, if someone were to transfer assets to a bank in the Cayman Islands and then withdraw the cash in the U.S. and use it for a down payment on something like an additional property, Palantir's deep data analysis will connect this information that's siloed, and present it to the IRS so that they can handle the specific situations accordingly.\nBased on Palantir's recent launch of Foundry for Crypto, Palantir could already be using its platform to provide real value for the U.S. government. As more information moves online and it becomes more complex to track complex digital assets, Palantir's technology remains one step ahead of trends when it comes to AI. Palantir continuously creates out-of-the-box solutions for the government, it then filters for commercial use cases.\nNow, let's use the L.A. Valuation Stevens Model to provide an updated fair value, then discuss risks associated with Palantir's entrance into crypto.\nValuation\nPalantir continues to land new commercial clients and demonstrate the value of its platform through strong quarterly results. In Q3, Palantir grew its commercial customer count by 46% quarter-over-quarter to over 200 customers. Below are some of Palantir's notable financial metrics.\n\n$1.43B in TTM revenue\n77% gross profit margins\n$120 billion TAM\n\nPalantir's Fair Value And Expected Return\nTo determine Palantir's fair value, we will employ our proprietary valuation model. Here's what it entails:\n\nIn step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.\nIn step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).\nIn step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.\n\nAssumptions:\n\nResults:\nSource: L.A. Stevens Valuation Model\nBased on conservative estimates, Palantir is worth ~$31 today when accounting for future dilution, hence Palantir is significantly undervalued.\nIn order for us to determine if Palantir is worth an investment today, we'll project the expected return for Palantir over the next 10 years at today's price. To calculate the total expected return for the next decade, we grow the above free cash flow per share at our conservative growth rate, then assign a conservative Price-to-FCF multiple (35x) to it for year ten. Thereby, we create a conservative intrinsic value projection (2031 price target), by which we determine the 10-yr expected CAGR returns. If these returns beat our hurdle rate of 15%, we buy, else we wait for a better buying opportunity.\nSource: L.A. Stevens Valuation Model\nPalantir is expected to generate ~20% annualized returns over the next 10 years, therefore, now is an ideal time to add to a position or start one. Palantir's expected to beat our 15% hurdle rate by a wide margin, hence I rate Palantir a strong buy around $20.\nRisks\n\nThere are unforeseen risks given that cryptocurrency is a relatively new technology and there is uncertainty around future regulation.\n\nPalantir faces competition from both large incumbent tech companies such as Amazon(NASDAQ:AMZN) as well as startups such as Chainalysis. Palantir needs to offer solutions that generate alpha in digital environments that leverage future technological innovations. Chainalysis is a fintech startup that offers KYC and AML automated transaction monitoring on multiple blockchains, similar to Foundry for Crypto. Chainalysis raised $100 million this summer at a $4.2 billion valuation and operates in over 60 countries. On the other side of the spectrum are the large tech giants such as Amazon, which started offering the Amazon Managed Blockchain service in 2018, which makes it easy to utilize blockchains such as Ethereum.\nThe intersection of digital payments resembles a large opportunity as the banks and card networks have incredibly large networks developed at scale. This results in a fintech landscape that is ripe for innovation and it will be increasingly more competitive, as the top 250 fintech unicorns have raised over $73 billion since 2016. Palantir will rely on developing the next wave of AI solutions when it comes to payments, by deploying them for the government to create the core technology and then filtering the solution for the commercial sector.\nConclusion\nPalantir is at the forefront of the digital transformation underway as its platform is the connective tissue for modern organizations to generate insights from many sources of information. In regard to payments and fintech, Palantir has deep roots that link back to the early days of PayPal as Palantir's targeted the large financial institutions since the early 2010s. Palantir continues to expand its platform to apply its deep data insights to information within decentralized finance applications like smart contracts. Palantir's well-positioned to leverage its platform to connect the data from these blockchain applications and with its AI expertise to enable its customers to offer innovative fintech solutions.\nI've been bullish on Palantir over the past year and trading below $20, Palantir represents an attractive price for long-term investors given that Palantir is a generational company and has strong ties to PayPal's early days. I rate Palantir a strong buy at $20.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605824519,"gmtCreate":1639147104156,"gmtModify":1639147104331,"author":{"id":"3575247585577854","authorId":"3575247585577854","name":"Tgbdisciple","avatar":"https://static.tigerbbs.com/7c099c9cab7661dd2fa5c44752e05414","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575247585577854","idStr":"3575247585577854"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605824519","repostId":"1112016922","repostType":4,"isVote":1,"tweetType":1,"viewCount":1426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605825231,"gmtCreate":1639146965542,"gmtModify":1639147045488,"author":{"id":"3575247585577854","authorId":"3575247585577854","name":"Tgbdisciple","avatar":"https://static.tigerbbs.com/7c099c9cab7661dd2fa5c44752e05414","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575247585577854","idStr":"3575247585577854"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605825231","repostId":"1191109766","repostType":4,"repost":{"id":"1191109766","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":1639146697,"share":"https://www.laohu8.com/m/news/1191109766?lang=zh_CN&edition=full","pubTime":"2021-12-10 22:31","market":"us","language":"en","title":"U.S. stocks open solidly higher after Friday's hot inflation reading<blockquote>周五通胀数据公布后，美国股市大幅高开</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1191109766","media":"Tiger Newspress","summary":"The major averages rose on Friday, extending Wall Street’s strong rally this week, despite inflation","content":"<p>The major averages rose on Friday, extending Wall Street’s strong rally this week, despite inflation hitting a 39-year high.</p><p><blockquote>尽管通胀创39年来新高，但主要股指周五上涨，延续了华尔街本周的强劲涨势。</blockquote></p><p> The Dow Jones Industrial Average rose 158 points, or 0.4%. The S&amp;P 500 rose 0.6% and the technology-focused Nasdaq Composite added 0.72%.</p><p><blockquote>道琼斯工业平均指数上涨158点，涨幅0.4%。标普500上涨0.6%，以科技股为主的纳斯达克综合指数上涨0.72%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b873ac71a230a8d742db043325703697\" tg-width=\"1035\" tg-height=\"450\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Inflation soared 6.8% year-over-year in November&nbsp;to fastest rate since 1982, the Labor Department said Friday. The print came in slightly higher than the 6.7% Dow Jones estimate. The consumer price index, which measures the cost of a wide-ranging basket of goods, rose 0.8% for the month.</p><p><blockquote>美国劳工部周五表示，11月份通胀率同比飙升6.8%，达到1982年以来的最快速度。这一数字略高于道琼斯6.7%的预期。衡量一篮子广泛商品成本的消费者价格指数本月上涨0.8%。</blockquote></p><p> Oracle&nbsp;shares soared, gaining more than 17%, a dayafter beating earnings&nbsp;on the top and bottom lines.</p><p><blockquote>甲骨文股价飙升，涨幅超过17%，在一天之后，股价突破了顶部和底部。</blockquote></p><p> Southwest Airlines&nbsp;dropped 2.5% following another downgrade on Wall Street, this time from Goldman Sachs. The industry has been deemed susceptible to inflation risk.</p><p><blockquote>高盛再次下调华尔街评级后，西南航空股价下跌2.5%。该行业被认为容易受到通胀风险的影响。</blockquote></p><p> Interactive fitness company&nbsp;Peloton&nbsp;added to its woes, dropping 2%&nbsp;after tumbling 11.3% on Thursday. Credit Suisse cut its view on the company, saying a return to gyms and shifts in consumer spending will weigh on profitability.</p><p><blockquote>互动健身公司Peloton雪上加霜，继周四暴跌11.3%后，股价下跌2%。瑞士信贷下调了对该公司的看法，称健身房的回归和消费者支出的转变将影响盈利能力。</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>U.S. stocks open solidly higher after Friday's hot inflation reading<blockquote>周五通胀数据公布后，美国股市大幅高开</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\">\nU.S. stocks open solidly higher after Friday's hot inflation reading<blockquote>周五通胀数据公布后，美国股市大幅高开</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-10 22:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The major averages rose on Friday, extending Wall Street’s strong rally this week, despite inflation hitting a 39-year high.</p><p><blockquote>尽管通胀创39年来新高，但主要股指周五上涨，延续了华尔街本周的强劲涨势。</blockquote></p><p> The Dow Jones Industrial Average rose 158 points, or 0.4%. The S&amp;P 500 rose 0.6% and the technology-focused Nasdaq Composite added 0.72%.</p><p><blockquote>道琼斯工业平均指数上涨158点，涨幅0.4%。标普500上涨0.6%，以科技股为主的纳斯达克综合指数上涨0.72%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b873ac71a230a8d742db043325703697\" tg-width=\"1035\" tg-height=\"450\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Inflation soared 6.8% year-over-year in November&nbsp;to fastest rate since 1982, the Labor Department said Friday. The print came in slightly higher than the 6.7% Dow Jones estimate. The consumer price index, which measures the cost of a wide-ranging basket of goods, rose 0.8% for the month.</p><p><blockquote>美国劳工部周五表示，11月份通胀率同比飙升6.8%，达到1982年以来的最快速度。这一数字略高于道琼斯6.7%的预期。衡量一篮子广泛商品成本的消费者价格指数本月上涨0.8%。</blockquote></p><p> Oracle&nbsp;shares soared, gaining more than 17%, a dayafter beating earnings&nbsp;on the top and bottom lines.</p><p><blockquote>甲骨文股价飙升，涨幅超过17%，在一天之后，股价突破了顶部和底部。</blockquote></p><p> Southwest Airlines&nbsp;dropped 2.5% following another downgrade on Wall Street, this time from Goldman Sachs. The industry has been deemed susceptible to inflation risk.</p><p><blockquote>高盛再次下调华尔街评级后，西南航空股价下跌2.5%。该行业被认为容易受到通胀风险的影响。</blockquote></p><p> Interactive fitness company&nbsp;Peloton&nbsp;added to its woes, dropping 2%&nbsp;after tumbling 11.3% on Thursday. Credit Suisse cut its view on the company, saying a return to gyms and shifts in consumer spending will weigh on profitability.</p><p><blockquote>互动健身公司Peloton雪上加霜，继周四暴跌11.3%后，股价下跌2%。瑞士信贷下调了对该公司的看法，称健身房的回归和消费者支出的转变将影响盈利能力。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191109766","content_text":"The major averages rose on Friday, extending Wall Street’s strong rally this week, despite inflation hitting a 39-year high.\nThe Dow Jones Industrial Average rose 158 points, or 0.4%. The S&P 500 rose 0.6% and the technology-focused Nasdaq Composite added 0.72%.\n\nInflation soared 6.8% year-over-year in November to fastest rate since 1982, the Labor Department said Friday. The print came in slightly higher than the 6.7% Dow Jones estimate. The consumer price index, which measures the cost of a wide-ranging basket of goods, rose 0.8% for the month.\nOracle shares soared, gaining more than 17%, a dayafter beating earnings on the top and bottom lines.\nSouthwest Airlines dropped 2.5% following another downgrade on Wall Street, this time from Goldman Sachs. The industry has been deemed susceptible to inflation risk.\nInteractive fitness company Peloton added to its woes, dropping 2% after tumbling 11.3% on Thursday. Credit Suisse cut its view on the company, saying a return to gyms and shifts in consumer spending will weigh on profitability.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602868346,"gmtCreate":1639007797363,"gmtModify":1639007811632,"author":{"id":"3575247585577854","authorId":"3575247585577854","name":"Tgbdisciple","avatar":"https://static.tigerbbs.com/7c099c9cab7661dd2fa5c44752e05414","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575247585577854","idStr":"3575247585577854"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/602868346","repostId":"2190695292","repostType":4,"isVote":1,"tweetType":1,"viewCount":689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608685043,"gmtCreate":1638713391375,"gmtModify":1638713391442,"author":{"id":"3575247585577854","authorId":"3575247585577854","name":"Tgbdisciple","avatar":"https://static.tigerbbs.com/7c099c9cab7661dd2fa5c44752e05414","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575247585577854","idStr":"3575247585577854"},"themes":[],"htmlText":"Sed","listText":"Sed","text":"Sed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/608685043","repostId":"2188853578","repostType":4,"isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608928536,"gmtCreate":1638600920146,"gmtModify":1638600965460,"author":{"id":"3575247585577854","authorId":"3575247585577854","name":"Tgbdisciple","avatar":"https://static.tigerbbs.com/7c099c9cab7661dd2fa5c44752e05414","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575247585577854","idStr":"3575247585577854"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608928536","repostId":"2188787815","repostType":4,"isVote":1,"tweetType":1,"viewCount":812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601101414,"gmtCreate":1638495405476,"gmtModify":1638495405476,"author":{"id":"3575247585577854","authorId":"3575247585577854","name":"Tgbdisciple","avatar":"https://static.tigerbbs.com/7c099c9cab7661dd2fa5c44752e05414","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575247585577854","idStr":"3575247585577854"},"themes":[],"htmlText":"Let's go","listText":"Let's go","text":"Let's go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/601101414","repostId":"1114589000","repostType":4,"repost":{"id":"1114589000","kind":"news","pubTimestamp":1638492679,"share":"https://www.laohu8.com/m/news/1114589000?lang=zh_CN&edition=full","pubTime":"2021-12-03 08:51","market":"us","language":"en","title":"FAST Acquisition refuses to terminate SPAC merger with Fertitta Entertainment<blockquote>FAST Acquisition拒绝终止SPAC与Fertitta Entertainment的合并</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1114589000","media":"Reuters","summary":"FAST Acquisition Corp, a blank-check firm, refused to end its merger with Fertitta Entertainment, ow","content":"<p>FAST Acquisition Corp, a blank-check firm, refused to end its merger with Fertitta Entertainment, owned by billionaire Tilman Fertitta, saying the termination initiated by Fertitta is invalid.</p><p><blockquote>空白支票公司FAST Acquisition Corp拒绝终止与亿万富翁Tilman Fertitta旗下的Fertitta Entertainment的合并，称Fertitta发起的终止无效。</blockquote></p><p> Fertitta Entertainment had moved to terminate the deal, first agreed in February, on Wednesday.</p><p><blockquote>Fertitta Entertainment已于周三采取行动终止该交易，该交易于2月份首次达成。</blockquote></p><p> FAST said on Thursday Fertitta's delay in delivering its financial statements is why the deal has not been closed by the termination date, and so it has no right to unilaterally end the merger agreement.</p><p><blockquote>FAST周四表示，Fertitta延迟提交财务报表是该交易在终止日期之前尚未完成的原因，因此无权单方面终止合并协议。</blockquote></p><p> Fertitta had in June expanded its agreement to go public with blank-check company FAST Acquisition Corp to include a few hospitality and restaurant entities.</p><p><blockquote>Fertitta在6月份扩大了与空白支票公司FAST Acquisition Corp的上市协议，将一些酒店和餐厅实体纳入其中。</blockquote></p><p> The expanded deal implied an enterprise value of $8.6 billion for restaurant and gaming company Golden Nugget and restaurant-chain operator Landry's. The agreement announced in February had valued the combined entity at $6.6 billion.</p><p><blockquote>扩大后的交易意味着餐厅和博彩公司Golden Nugget和连锁餐厅运营商Landry's的企业价值为86亿美元。2月份宣布的协议对合并后实体的估值为66亿美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>FAST Acquisition refuses to terminate SPAC merger with Fertitta Entertainment<blockquote>FAST Acquisition拒绝终止SPAC与Fertitta Entertainment的合并</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\">\nFAST Acquisition refuses to terminate SPAC merger with Fertitta Entertainment<blockquote>FAST Acquisition拒绝终止SPAC与Fertitta Entertainment的合并</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-12-03 08:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>FAST Acquisition Corp, a blank-check firm, refused to end its merger with Fertitta Entertainment, owned by billionaire Tilman Fertitta, saying the termination initiated by Fertitta is invalid.</p><p><blockquote>空白支票公司FAST Acquisition Corp拒绝终止与亿万富翁Tilman Fertitta旗下的Fertitta Entertainment的合并，称Fertitta发起的终止无效。</blockquote></p><p> Fertitta Entertainment had moved to terminate the deal, first agreed in February, on Wednesday.</p><p><blockquote>Fertitta Entertainment已于周三采取行动终止该交易，该交易于2月份首次达成。</blockquote></p><p> FAST said on Thursday Fertitta's delay in delivering its financial statements is why the deal has not been closed by the termination date, and so it has no right to unilaterally end the merger agreement.</p><p><blockquote>FAST周四表示，Fertitta延迟提交财务报表是该交易在终止日期之前尚未完成的原因，因此无权单方面终止合并协议。</blockquote></p><p> Fertitta had in June expanded its agreement to go public with blank-check company FAST Acquisition Corp to include a few hospitality and restaurant entities.</p><p><blockquote>Fertitta在6月份扩大了与空白支票公司FAST Acquisition Corp的上市协议，将一些酒店和餐厅实体纳入其中。</blockquote></p><p> The expanded deal implied an enterprise value of $8.6 billion for restaurant and gaming company Golden Nugget and restaurant-chain operator Landry's. The agreement announced in February had valued the combined entity at $6.6 billion.</p><p><blockquote>扩大后的交易意味着餐厅和博彩公司Golden Nugget和连锁餐厅运营商Landry's的企业价值为86亿美元。2月份宣布的协议对合并后实体的估值为66亿美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/fast-acquisition-refuses-terminate-spac-163707936.html\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FST.U":"FAST Acquisition"},"source_url":"https://finance.yahoo.com/news/fast-acquisition-refuses-terminate-spac-163707936.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114589000","content_text":"FAST Acquisition Corp, a blank-check firm, refused to end its merger with Fertitta Entertainment, owned by billionaire Tilman Fertitta, saying the termination initiated by Fertitta is invalid.\nFertitta Entertainment had moved to terminate the deal, first agreed in February, on Wednesday.\nFAST said on Thursday Fertitta's delay in delivering its financial statements is why the deal has not been closed by the termination date, and so it has no right to unilaterally end the merger agreement.\nFertitta had in June expanded its agreement to go public with blank-check company FAST Acquisition Corp to include a few hospitality and restaurant entities.\nThe expanded deal implied an enterprise value of $8.6 billion for restaurant and gaming company Golden Nugget and restaurant-chain operator Landry's. The agreement announced in February had valued the combined entity at $6.6 billion.","news_type":1,"symbols_score_info":{"FST.U":0.9}},"isVote":1,"tweetType":1,"viewCount":899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603769945,"gmtCreate":1638453807399,"gmtModify":1638453807506,"author":{"id":"3575247585577854","authorId":"3575247585577854","name":"Tgbdisciple","avatar":"https://static.tigerbbs.com/7c099c9cab7661dd2fa5c44752e05414","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575247585577854","idStr":"3575247585577854"},"themes":[],"htmlText":"Sian","listText":"Sian","text":"Sian","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603769945","repostId":"2188900935","repostType":4,"isVote":1,"tweetType":1,"viewCount":742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609717645,"gmtCreate":1638325873486,"gmtModify":1638325873598,"author":{"id":"3575247585577854","authorId":"3575247585577854","name":"Tgbdisciple","avatar":"https://static.tigerbbs.com/7c099c9cab7661dd2fa5c44752e05414","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575247585577854","idStr":"3575247585577854"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/609717645","repostId":"1150549546","repostType":4,"repost":{"id":"1150549546","kind":"news","pubTimestamp":1638325741,"share":"https://www.laohu8.com/m/news/1150549546?lang=zh_CN&edition=full","pubTime":"2021-12-01 10:29","market":"us","language":"en","title":"Don't Sweat the Market Swoon: These 2 Stocks Are Soaring After Hours Tuesday<blockquote>不要担心市场低迷：这两只股票周二盘后飙升</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1150549546","media":"Motley Fool","summary":"The stock market went back into downward-moving mode on Tuesday, giving up gains from Monday and con","content":"<p>The stock market went back into downward-moving mode on Tuesday, giving up gains from Monday and continuing the trend from late last week. Worries that the Federal Reserve might take away accommodative monetary policy despite the rise of the omicron COVID-19 variant had market participants shying away from stocks. Losses for the&nbsp;<b>Dow Jones Industrial Average</b>(DJINDICES:^DJI),<b>S&amp;P 500</b>(SNPINDEX:^GSPC), and&nbsp;<b>Nasdaq Composite</b>(NASDAQINDEX:^IXIC)were in the neighborhood of 1.5% to 2%.</p><p><blockquote>周二股市重回下行模式，回吐周一涨幅，延续上周晚些时候的走势。尽管奥密克戎COVID-19变种有所上升，但人们担心美联储可能会取消宽松的货币政策，这让市场参与者回避股市。本集团之亏损<b>道琼斯工业平均指数</b>(DJINDICES：^DJI),<b>标普500</b>(SNPINDEX：^GSPC)，和<b>纳斯达克复合材料</b>（纳斯达克指数：^IXIC）的涨幅在1.5%至2%左右。</blockquote></p><p> Yet after hours on Tuesday, investors found a silver lining in a couple of stocks. Positive earnings reports from&nbsp;<b>Ambarella</b>(NASDAQ:AMBA)and&nbsp;<b>Box</b>(NYSE:BOX)showed that even some&nbsp;high-growth tech stocks can still hold their own in a tough market. Below, we'll look at what the two companies said in their reports and what it could mean for investors.</p><p><blockquote>然而，周二盘后，投资者在几只股票中发现了一线希望。积极的盈利报告<b>安巴雷拉</b>（纳斯达克：AMBA）及<b>盒子</b>（纽约证券交易所股票代码：BOX）表明，即使是一些高增长的科技股仍然可以在艰难的市场中站稳脚跟。下面，我们将看看两家公司在报告中所说的内容以及这对投资者意味着什么。</blockquote></p><p> Ambarella's looking anything but chippy</p><p><blockquote>Ambarella看起来一点也不活泼</blockquote></p><p> Shares of Ambarella jumped more than 13% after hours Tuesday, adding to gains that have seen the stock more than doubled just since August. The semiconductor chipmaker has enjoyed favorable conditions in its industry, and investors have high hopes that the good times could continue.</p><p><blockquote>周二盘后，Ambarella股价上涨超过13%，自8月份以来该股已上涨一倍多。这家半导体芯片制造商在其行业中享有有利的条件，投资者对美好时光能够持续下去寄予厚望。</blockquote></p><p> Ambarella's third-quarter report included some strong figures. Revenue jumped 64% from last year's period. That helped boost adjusted net income to more than six times what it was in the same quarter a year ago. The company saw gross margin levels improve, helping to contribute to greater profitability.</p><p><blockquote>安霸的第三季度报告包含了一些强劲的数据。收入较去年同期增长64%。这有助于将调整后净利润提高到去年同期的六倍多。该公司的毛利率水平有所提高，有助于提高盈利能力。</blockquote></p><p> Ambarella also offered favorable guidance for the fourth quarter. The company believes it will see revenue at a level consistent with third-quarter performance. Consistent operating expenses and margin could suggest similar levels of profitability as well.</p><p><blockquote>安霸还为第四季度提供了有利的指引。该公司相信收入将达到与第三季度业绩一致的水平。一致的运营费用和利润率也可能表明类似的盈利水平。</blockquote></p><p> Overall,Ambarella has been pleased&nbsp;since it has made its transition to focus on the combination of artificial intelligence and the Internet of Things, dubbed AIoT for short. Its recent acquisition of Oculii, a provider of imaging radar algorithms, should help the company keep moving in that direction. And in the long run, that should make Ambarella a key player in the technological transformation driving many high-growth areas right now.</p><p><blockquote>总体而言，自从安霸转型专注于人工智能和物联网（简称AIoT）的结合以来，安霸一直很高兴。它最近收购了成像雷达算法提供商Oculii，这应该有助于该公司继续朝这个方向发展。从长远来看，这应该会使安霸成为目前推动许多高增长领域的技术转型的关键参与者。</blockquote></p><p> Thinking outside the Box</p><p><blockquote>跳出框框思考</blockquote></p><p> Meanwhile, shares of Box were higher by more than 9% in the after-hours session Tuesday. Investors were also pleased to see the content cloud specialist deliver solid third-quarter results.</p><p><blockquote>与此同时，Box股价在周二盘后交易中上涨超过9%。投资者也很高兴看到这家内容云专家公布了稳健的第三季度业绩。</blockquote></p><p> Box's numbers might not look all that strong compared to other players in the tech sector, but investors were pleased to see its longer-term strategy play out well. Revenue moved higher by 14% year over year to $224 million, accelerating for the third quarter in a row. Remaining performance obligations jumped 25% to $948 million, and adjusted earnings of $0.22 per share were 10% above where they were in the year-earlier period.</p><p><blockquote>与科技行业的其他参与者相比，Box的数据可能看起来并不那么强劲，但投资者很高兴看到其长期战略表现良好。收入同比增长14%至2.24亿美元，连续第三个季度加速增长。剩余履约义务跃升25%至9.48亿美元，调整后每股收益为0.22美元，比去年同期高出10%。</blockquote></p><p> Co-founders Aaron Levie and Dylan Smith expressed their optimism at the latest numbers. Levie pointed to promising new rollouts of products to fight against ransomware and other cybersecurity threats, while Smith noted that Box's net retention rate jumped to 109% and that the company was comfortable boosting its fiscal year 2022 projections for revenue and adjusted earnings per share.</p><p><blockquote>联合创始人Aaron Levie和Dylan Smith对最新数据表示乐观。Levie指出，有希望推出新产品来对抗勒索软件和其他网络安全威胁，而Smith指出，Box的净保留率跃升至109%，并且该公司很乐意提高2022财年的收入和调整后每股收益预测。</blockquote></p><p> Box has seen mixed performance&nbsp;at times this year, but investors seem to be gaining some comfort from the company's progress in executing its longer-term vision. If it can keep up its positive momentum from here, then Box might not be too far away from finally starting to enjoy explosive growth.</p><p><blockquote>Box今年的表现有时好坏参半，但投资者似乎从该公司在执行长期愿景方面取得的进展中获得了一些安慰。如果它能够从现在开始保持积极的势头，那么Box距离最终开始享受爆炸性增长可能不会太远了。</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>Don't Sweat the Market Swoon: These 2 Stocks Are Soaring After Hours Tuesday<blockquote>不要担心市场低迷：这两只股票周二盘后飙升</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDon't Sweat the Market Swoon: These 2 Stocks Are Soaring After Hours Tuesday<blockquote>不要担心市场低迷：这两只股票周二盘后飙升</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-01 10:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The stock market went back into downward-moving mode on Tuesday, giving up gains from Monday and continuing the trend from late last week. Worries that the Federal Reserve might take away accommodative monetary policy despite the rise of the omicron COVID-19 variant had market participants shying away from stocks. Losses for the&nbsp;<b>Dow Jones Industrial Average</b>(DJINDICES:^DJI),<b>S&amp;P 500</b>(SNPINDEX:^GSPC), and&nbsp;<b>Nasdaq Composite</b>(NASDAQINDEX:^IXIC)were in the neighborhood of 1.5% to 2%.</p><p><blockquote>周二股市重回下行模式，回吐周一涨幅，延续上周晚些时候的走势。尽管奥密克戎COVID-19变种有所上升，但人们担心美联储可能会取消宽松的货币政策，这让市场参与者回避股市。本集团之亏损<b>道琼斯工业平均指数</b>(DJINDICES：^DJI),<b>标普500</b>(SNPINDEX：^GSPC)，和<b>纳斯达克复合材料</b>（纳斯达克指数：^IXIC）的涨幅在1.5%至2%左右。</blockquote></p><p> Yet after hours on Tuesday, investors found a silver lining in a couple of stocks. Positive earnings reports from&nbsp;<b>Ambarella</b>(NASDAQ:AMBA)and&nbsp;<b>Box</b>(NYSE:BOX)showed that even some&nbsp;high-growth tech stocks can still hold their own in a tough market. Below, we'll look at what the two companies said in their reports and what it could mean for investors.</p><p><blockquote>然而，周二盘后，投资者在几只股票中发现了一线希望。积极的盈利报告<b>安巴雷拉</b>（纳斯达克：AMBA）及<b>盒子</b>（纽约证券交易所股票代码：BOX）表明，即使是一些高增长的科技股仍然可以在艰难的市场中站稳脚跟。下面，我们将看看两家公司在报告中所说的内容以及这对投资者意味着什么。</blockquote></p><p> Ambarella's looking anything but chippy</p><p><blockquote>Ambarella看起来一点也不活泼</blockquote></p><p> Shares of Ambarella jumped more than 13% after hours Tuesday, adding to gains that have seen the stock more than doubled just since August. The semiconductor chipmaker has enjoyed favorable conditions in its industry, and investors have high hopes that the good times could continue.</p><p><blockquote>周二盘后，Ambarella股价上涨超过13%，自8月份以来该股已上涨一倍多。这家半导体芯片制造商在其行业中享有有利的条件，投资者对美好时光能够持续下去寄予厚望。</blockquote></p><p> Ambarella's third-quarter report included some strong figures. Revenue jumped 64% from last year's period. That helped boost adjusted net income to more than six times what it was in the same quarter a year ago. The company saw gross margin levels improve, helping to contribute to greater profitability.</p><p><blockquote>安霸的第三季度报告包含了一些强劲的数据。收入较去年同期增长64%。这有助于将调整后净利润提高到去年同期的六倍多。该公司的毛利率水平有所提高，有助于提高盈利能力。</blockquote></p><p> Ambarella also offered favorable guidance for the fourth quarter. The company believes it will see revenue at a level consistent with third-quarter performance. Consistent operating expenses and margin could suggest similar levels of profitability as well.</p><p><blockquote>安霸还为第四季度提供了有利的指引。该公司相信收入将达到与第三季度业绩一致的水平。一致的运营费用和利润率也可能表明类似的盈利水平。</blockquote></p><p> Overall,Ambarella has been pleased&nbsp;since it has made its transition to focus on the combination of artificial intelligence and the Internet of Things, dubbed AIoT for short. Its recent acquisition of Oculii, a provider of imaging radar algorithms, should help the company keep moving in that direction. And in the long run, that should make Ambarella a key player in the technological transformation driving many high-growth areas right now.</p><p><blockquote>总体而言，自从安霸转型专注于人工智能和物联网（简称AIoT）的结合以来，安霸一直很高兴。它最近收购了成像雷达算法提供商Oculii，这应该有助于该公司继续朝这个方向发展。从长远来看，这应该会使安霸成为目前推动许多高增长领域的技术转型的关键参与者。</blockquote></p><p> Thinking outside the Box</p><p><blockquote>跳出框框思考</blockquote></p><p> Meanwhile, shares of Box were higher by more than 9% in the after-hours session Tuesday. Investors were also pleased to see the content cloud specialist deliver solid third-quarter results.</p><p><blockquote>与此同时，Box股价在周二盘后交易中上涨超过9%。投资者也很高兴看到这家内容云专家公布了稳健的第三季度业绩。</blockquote></p><p> Box's numbers might not look all that strong compared to other players in the tech sector, but investors were pleased to see its longer-term strategy play out well. Revenue moved higher by 14% year over year to $224 million, accelerating for the third quarter in a row. Remaining performance obligations jumped 25% to $948 million, and adjusted earnings of $0.22 per share were 10% above where they were in the year-earlier period.</p><p><blockquote>与科技行业的其他参与者相比，Box的数据可能看起来并不那么强劲，但投资者很高兴看到其长期战略表现良好。收入同比增长14%至2.24亿美元，连续第三个季度加速增长。剩余履约义务跃升25%至9.48亿美元，调整后每股收益为0.22美元，比去年同期高出10%。</blockquote></p><p> Co-founders Aaron Levie and Dylan Smith expressed their optimism at the latest numbers. Levie pointed to promising new rollouts of products to fight against ransomware and other cybersecurity threats, while Smith noted that Box's net retention rate jumped to 109% and that the company was comfortable boosting its fiscal year 2022 projections for revenue and adjusted earnings per share.</p><p><blockquote>联合创始人Aaron Levie和Dylan Smith对最新数据表示乐观。Levie指出，有希望推出新产品来对抗勒索软件和其他网络安全威胁，而Smith指出，Box的净保留率跃升至109%，并且该公司很乐意提高2022财年的收入和调整后每股收益预测。</blockquote></p><p> Box has seen mixed performance&nbsp;at times this year, but investors seem to be gaining some comfort from the company's progress in executing its longer-term vision. If it can keep up its positive momentum from here, then Box might not be too far away from finally starting to enjoy explosive growth.</p><p><blockquote>Box今年的表现有时好坏参半，但投资者似乎从该公司在执行长期愿景方面取得的进展中获得了一些安慰。如果它能够从现在开始保持积极的势头，那么Box距离最终开始享受爆炸性增长可能不会太远了。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/11/30/dont-sweat-market-swoon-stocks-soaring-after-hours/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BOX":"Box Inc","AMBA":"安霸"},"source_url":"https://www.fool.com/investing/2021/11/30/dont-sweat-market-swoon-stocks-soaring-after-hours/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150549546","content_text":"The stock market went back into downward-moving mode on Tuesday, giving up gains from Monday and continuing the trend from late last week. Worries that the Federal Reserve might take away accommodative monetary policy despite the rise of the omicron COVID-19 variant had market participants shying away from stocks. Losses for the Dow Jones Industrial Average(DJINDICES:^DJI),S&P 500(SNPINDEX:^GSPC), and Nasdaq Composite(NASDAQINDEX:^IXIC)were in the neighborhood of 1.5% to 2%.\nYet after hours on Tuesday, investors found a silver lining in a couple of stocks. Positive earnings reports from Ambarella(NASDAQ:AMBA)and Box(NYSE:BOX)showed that even some high-growth tech stocks can still hold their own in a tough market. Below, we'll look at what the two companies said in their reports and what it could mean for investors.\nAmbarella's looking anything but chippy\nShares of Ambarella jumped more than 13% after hours Tuesday, adding to gains that have seen the stock more than doubled just since August. The semiconductor chipmaker has enjoyed favorable conditions in its industry, and investors have high hopes that the good times could continue.\nAmbarella's third-quarter report included some strong figures. Revenue jumped 64% from last year's period. That helped boost adjusted net income to more than six times what it was in the same quarter a year ago. The company saw gross margin levels improve, helping to contribute to greater profitability.\nAmbarella also offered favorable guidance for the fourth quarter. The company believes it will see revenue at a level consistent with third-quarter performance. Consistent operating expenses and margin could suggest similar levels of profitability as well.\nOverall,Ambarella has been pleased since it has made its transition to focus on the combination of artificial intelligence and the Internet of Things, dubbed AIoT for short. Its recent acquisition of Oculii, a provider of imaging radar algorithms, should help the company keep moving in that direction. And in the long run, that should make Ambarella a key player in the technological transformation driving many high-growth areas right now.\nThinking outside the Box\nMeanwhile, shares of Box were higher by more than 9% in the after-hours session Tuesday. Investors were also pleased to see the content cloud specialist deliver solid third-quarter results.\nBox's numbers might not look all that strong compared to other players in the tech sector, but investors were pleased to see its longer-term strategy play out well. Revenue moved higher by 14% year over year to $224 million, accelerating for the third quarter in a row. Remaining performance obligations jumped 25% to $948 million, and adjusted earnings of $0.22 per share were 10% above where they were in the year-earlier period.\nCo-founders Aaron Levie and Dylan Smith expressed their optimism at the latest numbers. Levie pointed to promising new rollouts of products to fight against ransomware and other cybersecurity threats, while Smith noted that Box's net retention rate jumped to 109% and that the company was comfortable boosting its fiscal year 2022 projections for revenue and adjusted earnings per share.\nBox has seen mixed performance at times this year, but investors seem to be gaining some comfort from the company's progress in executing its longer-term vision. If it can keep up its positive momentum from here, then Box might not be too far away from finally starting to enjoy explosive growth.","news_type":1,"symbols_score_info":{"BOX":0.9,"AMBA":0.9}},"isVote":1,"tweetType":1,"viewCount":959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609717194,"gmtCreate":1638325862846,"gmtModify":1638326331888,"author":{"id":"3575247585577854","authorId":"3575247585577854","name":"Tgbdisciple","avatar":"https://static.tigerbbs.com/7c099c9cab7661dd2fa5c44752e05414","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575247585577854","idStr":"3575247585577854"},"themes":[],"htmlText":"Damn","listText":"Damn","text":"Damn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609717194","repostId":"1150549546","repostType":4,"repost":{"id":"1150549546","kind":"news","pubTimestamp":1638325741,"share":"https://www.laohu8.com/m/news/1150549546?lang=zh_CN&edition=full","pubTime":"2021-12-01 10:29","market":"us","language":"en","title":"Don't Sweat the Market Swoon: These 2 Stocks Are Soaring After Hours Tuesday<blockquote>不要担心市场低迷：这两只股票周二盘后飙升</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1150549546","media":"Motley Fool","summary":"The stock market went back into downward-moving mode on Tuesday, giving up gains from Monday and con","content":"<p>The stock market went back into downward-moving mode on Tuesday, giving up gains from Monday and continuing the trend from late last week. Worries that the Federal Reserve might take away accommodative monetary policy despite the rise of the omicron COVID-19 variant had market participants shying away from stocks. Losses for the&nbsp;<b>Dow Jones Industrial Average</b>(DJINDICES:^DJI),<b>S&amp;P 500</b>(SNPINDEX:^GSPC), and&nbsp;<b>Nasdaq Composite</b>(NASDAQINDEX:^IXIC)were in the neighborhood of 1.5% to 2%.</p><p><blockquote>周二股市重回下行模式，回吐周一涨幅，延续上周晚些时候的走势。尽管奥密克戎COVID-19变种有所上升，但人们担心美联储可能会取消宽松的货币政策，这让市场参与者回避股市。本集团之亏损<b>道琼斯工业平均指数</b>(DJINDICES：^DJI),<b>标普500</b>(SNPINDEX：^GSPC)，和<b>纳斯达克复合材料</b>（纳斯达克指数：^IXIC）的涨幅在1.5%至2%左右。</blockquote></p><p> Yet after hours on Tuesday, investors found a silver lining in a couple of stocks. Positive earnings reports from&nbsp;<b>Ambarella</b>(NASDAQ:AMBA)and&nbsp;<b>Box</b>(NYSE:BOX)showed that even some&nbsp;high-growth tech stocks can still hold their own in a tough market. Below, we'll look at what the two companies said in their reports and what it could mean for investors.</p><p><blockquote>然而，周二盘后，投资者在几只股票中发现了一线希望。积极的盈利报告<b>安巴雷拉</b>（纳斯达克：AMBA）及<b>盒子</b>（纽约证券交易所股票代码：BOX）表明，即使是一些高增长的科技股仍然可以在艰难的市场中站稳脚跟。下面，我们将看看两家公司在报告中所说的内容以及这对投资者意味着什么。</blockquote></p><p> Ambarella's looking anything but chippy</p><p><blockquote>Ambarella看起来一点也不活泼</blockquote></p><p> Shares of Ambarella jumped more than 13% after hours Tuesday, adding to gains that have seen the stock more than doubled just since August. The semiconductor chipmaker has enjoyed favorable conditions in its industry, and investors have high hopes that the good times could continue.</p><p><blockquote>周二盘后，Ambarella股价上涨超过13%，自8月份以来该股已上涨一倍多。这家半导体芯片制造商在其行业中享有有利的条件，投资者对美好时光能够持续下去寄予厚望。</blockquote></p><p> Ambarella's third-quarter report included some strong figures. Revenue jumped 64% from last year's period. That helped boost adjusted net income to more than six times what it was in the same quarter a year ago. The company saw gross margin levels improve, helping to contribute to greater profitability.</p><p><blockquote>安霸的第三季度报告包含了一些强劲的数据。收入较去年同期增长64%。这有助于将调整后净利润提高到去年同期的六倍多。该公司的毛利率水平有所提高，有助于提高盈利能力。</blockquote></p><p> Ambarella also offered favorable guidance for the fourth quarter. The company believes it will see revenue at a level consistent with third-quarter performance. Consistent operating expenses and margin could suggest similar levels of profitability as well.</p><p><blockquote>安霸还为第四季度提供了有利的指引。该公司相信收入将达到与第三季度业绩一致的水平。一致的运营费用和利润率也可能表明类似的盈利水平。</blockquote></p><p> Overall,Ambarella has been pleased&nbsp;since it has made its transition to focus on the combination of artificial intelligence and the Internet of Things, dubbed AIoT for short. Its recent acquisition of Oculii, a provider of imaging radar algorithms, should help the company keep moving in that direction. And in the long run, that should make Ambarella a key player in the technological transformation driving many high-growth areas right now.</p><p><blockquote>总体而言，自从安霸转型专注于人工智能和物联网（简称AIoT）的结合以来，安霸一直很高兴。它最近收购了成像雷达算法提供商Oculii，这应该有助于该公司继续朝这个方向发展。从长远来看，这应该会使安霸成为目前推动许多高增长领域的技术转型的关键参与者。</blockquote></p><p> Thinking outside the Box</p><p><blockquote>跳出框框思考</blockquote></p><p> Meanwhile, shares of Box were higher by more than 9% in the after-hours session Tuesday. Investors were also pleased to see the content cloud specialist deliver solid third-quarter results.</p><p><blockquote>与此同时，Box股价在周二盘后交易中上涨超过9%。投资者也很高兴看到这家内容云专家公布了稳健的第三季度业绩。</blockquote></p><p> Box's numbers might not look all that strong compared to other players in the tech sector, but investors were pleased to see its longer-term strategy play out well. Revenue moved higher by 14% year over year to $224 million, accelerating for the third quarter in a row. Remaining performance obligations jumped 25% to $948 million, and adjusted earnings of $0.22 per share were 10% above where they were in the year-earlier period.</p><p><blockquote>与科技行业的其他参与者相比，Box的数据可能看起来并不那么强劲，但投资者很高兴看到其长期战略表现良好。收入同比增长14%至2.24亿美元，连续第三个季度加速增长。剩余履约义务跃升25%至9.48亿美元，调整后每股收益为0.22美元，比去年同期高出10%。</blockquote></p><p> Co-founders Aaron Levie and Dylan Smith expressed their optimism at the latest numbers. Levie pointed to promising new rollouts of products to fight against ransomware and other cybersecurity threats, while Smith noted that Box's net retention rate jumped to 109% and that the company was comfortable boosting its fiscal year 2022 projections for revenue and adjusted earnings per share.</p><p><blockquote>联合创始人Aaron Levie和Dylan Smith对最新数据表示乐观。Levie指出，有希望推出新产品来对抗勒索软件和其他网络安全威胁，而Smith指出，Box的净保留率跃升至109%，并且该公司很乐意提高2022财年的收入和调整后每股收益预测。</blockquote></p><p> Box has seen mixed performance&nbsp;at times this year, but investors seem to be gaining some comfort from the company's progress in executing its longer-term vision. If it can keep up its positive momentum from here, then Box might not be too far away from finally starting to enjoy explosive growth.</p><p><blockquote>Box今年的表现有时好坏参半，但投资者似乎从该公司在执行长期愿景方面取得的进展中获得了一些安慰。如果它能够从现在开始保持积极的势头，那么Box距离最终开始享受爆炸性增长可能不会太远了。</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>Don't Sweat the Market Swoon: These 2 Stocks Are Soaring After Hours Tuesday<blockquote>不要担心市场低迷：这两只股票周二盘后飙升</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDon't Sweat the Market Swoon: These 2 Stocks Are Soaring After Hours Tuesday<blockquote>不要担心市场低迷：这两只股票周二盘后飙升</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-01 10:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The stock market went back into downward-moving mode on Tuesday, giving up gains from Monday and continuing the trend from late last week. Worries that the Federal Reserve might take away accommodative monetary policy despite the rise of the omicron COVID-19 variant had market participants shying away from stocks. Losses for the&nbsp;<b>Dow Jones Industrial Average</b>(DJINDICES:^DJI),<b>S&amp;P 500</b>(SNPINDEX:^GSPC), and&nbsp;<b>Nasdaq Composite</b>(NASDAQINDEX:^IXIC)were in the neighborhood of 1.5% to 2%.</p><p><blockquote>周二股市重回下行模式，回吐周一涨幅，延续上周晚些时候的走势。尽管奥密克戎COVID-19变种有所上升，但人们担心美联储可能会取消宽松的货币政策，这让市场参与者回避股市。本集团之亏损<b>道琼斯工业平均指数</b>(DJINDICES：^DJI),<b>标普500</b>(SNPINDEX：^GSPC)，和<b>纳斯达克复合材料</b>（纳斯达克指数：^IXIC）的涨幅在1.5%至2%左右。</blockquote></p><p> Yet after hours on Tuesday, investors found a silver lining in a couple of stocks. Positive earnings reports from&nbsp;<b>Ambarella</b>(NASDAQ:AMBA)and&nbsp;<b>Box</b>(NYSE:BOX)showed that even some&nbsp;high-growth tech stocks can still hold their own in a tough market. Below, we'll look at what the two companies said in their reports and what it could mean for investors.</p><p><blockquote>然而，周二盘后，投资者在几只股票中发现了一线希望。积极的盈利报告<b>安巴雷拉</b>（纳斯达克：AMBA）及<b>盒子</b>（纽约证券交易所股票代码：BOX）表明，即使是一些高增长的科技股仍然可以在艰难的市场中站稳脚跟。下面，我们将看看两家公司在报告中所说的内容以及这对投资者意味着什么。</blockquote></p><p> Ambarella's looking anything but chippy</p><p><blockquote>Ambarella看起来一点也不活泼</blockquote></p><p> Shares of Ambarella jumped more than 13% after hours Tuesday, adding to gains that have seen the stock more than doubled just since August. The semiconductor chipmaker has enjoyed favorable conditions in its industry, and investors have high hopes that the good times could continue.</p><p><blockquote>周二盘后，Ambarella股价上涨超过13%，自8月份以来该股已上涨一倍多。这家半导体芯片制造商在其行业中享有有利的条件，投资者对美好时光能够持续下去寄予厚望。</blockquote></p><p> Ambarella's third-quarter report included some strong figures. Revenue jumped 64% from last year's period. That helped boost adjusted net income to more than six times what it was in the same quarter a year ago. The company saw gross margin levels improve, helping to contribute to greater profitability.</p><p><blockquote>安霸的第三季度报告包含了一些强劲的数据。收入较去年同期增长64%。这有助于将调整后净利润提高到去年同期的六倍多。该公司的毛利率水平有所提高，有助于提高盈利能力。</blockquote></p><p> Ambarella also offered favorable guidance for the fourth quarter. The company believes it will see revenue at a level consistent with third-quarter performance. Consistent operating expenses and margin could suggest similar levels of profitability as well.</p><p><blockquote>安霸还为第四季度提供了有利的指引。该公司相信收入将达到与第三季度业绩一致的水平。一致的运营费用和利润率也可能表明类似的盈利水平。</blockquote></p><p> Overall,Ambarella has been pleased&nbsp;since it has made its transition to focus on the combination of artificial intelligence and the Internet of Things, dubbed AIoT for short. Its recent acquisition of Oculii, a provider of imaging radar algorithms, should help the company keep moving in that direction. And in the long run, that should make Ambarella a key player in the technological transformation driving many high-growth areas right now.</p><p><blockquote>总体而言，自从安霸转型专注于人工智能和物联网（简称AIoT）的结合以来，安霸一直很高兴。它最近收购了成像雷达算法提供商Oculii，这应该有助于该公司继续朝这个方向发展。从长远来看，这应该会使安霸成为目前推动许多高增长领域的技术转型的关键参与者。</blockquote></p><p> Thinking outside the Box</p><p><blockquote>跳出框框思考</blockquote></p><p> Meanwhile, shares of Box were higher by more than 9% in the after-hours session Tuesday. Investors were also pleased to see the content cloud specialist deliver solid third-quarter results.</p><p><blockquote>与此同时，Box股价在周二盘后交易中上涨超过9%。投资者也很高兴看到这家内容云专家公布了稳健的第三季度业绩。</blockquote></p><p> Box's numbers might not look all that strong compared to other players in the tech sector, but investors were pleased to see its longer-term strategy play out well. Revenue moved higher by 14% year over year to $224 million, accelerating for the third quarter in a row. Remaining performance obligations jumped 25% to $948 million, and adjusted earnings of $0.22 per share were 10% above where they were in the year-earlier period.</p><p><blockquote>与科技行业的其他参与者相比，Box的数据可能看起来并不那么强劲，但投资者很高兴看到其长期战略表现良好。收入同比增长14%至2.24亿美元，连续第三个季度加速增长。剩余履约义务跃升25%至9.48亿美元，调整后每股收益为0.22美元，比去年同期高出10%。</blockquote></p><p> Co-founders Aaron Levie and Dylan Smith expressed their optimism at the latest numbers. Levie pointed to promising new rollouts of products to fight against ransomware and other cybersecurity threats, while Smith noted that Box's net retention rate jumped to 109% and that the company was comfortable boosting its fiscal year 2022 projections for revenue and adjusted earnings per share.</p><p><blockquote>联合创始人Aaron Levie和Dylan Smith对最新数据表示乐观。Levie指出，有希望推出新产品来对抗勒索软件和其他网络安全威胁，而Smith指出，Box的净保留率跃升至109%，并且该公司很乐意提高2022财年的收入和调整后每股收益预测。</blockquote></p><p> Box has seen mixed performance&nbsp;at times this year, but investors seem to be gaining some comfort from the company's progress in executing its longer-term vision. If it can keep up its positive momentum from here, then Box might not be too far away from finally starting to enjoy explosive growth.</p><p><blockquote>Box今年的表现有时好坏参半，但投资者似乎从该公司在执行长期愿景方面取得的进展中获得了一些安慰。如果它能够从现在开始保持积极的势头，那么Box距离最终开始享受爆炸性增长可能不会太远了。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/11/30/dont-sweat-market-swoon-stocks-soaring-after-hours/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BOX":"Box Inc","AMBA":"安霸"},"source_url":"https://www.fool.com/investing/2021/11/30/dont-sweat-market-swoon-stocks-soaring-after-hours/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150549546","content_text":"The stock market went back into downward-moving mode on Tuesday, giving up gains from Monday and continuing the trend from late last week. Worries that the Federal Reserve might take away accommodative monetary policy despite the rise of the omicron COVID-19 variant had market participants shying away from stocks. Losses for the Dow Jones Industrial Average(DJINDICES:^DJI),S&P 500(SNPINDEX:^GSPC), and Nasdaq Composite(NASDAQINDEX:^IXIC)were in the neighborhood of 1.5% to 2%.\nYet after hours on Tuesday, investors found a silver lining in a couple of stocks. Positive earnings reports from Ambarella(NASDAQ:AMBA)and Box(NYSE:BOX)showed that even some high-growth tech stocks can still hold their own in a tough market. Below, we'll look at what the two companies said in their reports and what it could mean for investors.\nAmbarella's looking anything but chippy\nShares of Ambarella jumped more than 13% after hours Tuesday, adding to gains that have seen the stock more than doubled just since August. The semiconductor chipmaker has enjoyed favorable conditions in its industry, and investors have high hopes that the good times could continue.\nAmbarella's third-quarter report included some strong figures. Revenue jumped 64% from last year's period. That helped boost adjusted net income to more than six times what it was in the same quarter a year ago. The company saw gross margin levels improve, helping to contribute to greater profitability.\nAmbarella also offered favorable guidance for the fourth quarter. The company believes it will see revenue at a level consistent with third-quarter performance. Consistent operating expenses and margin could suggest similar levels of profitability as well.\nOverall,Ambarella has been pleased since it has made its transition to focus on the combination of artificial intelligence and the Internet of Things, dubbed AIoT for short. Its recent acquisition of Oculii, a provider of imaging radar algorithms, should help the company keep moving in that direction. And in the long run, that should make Ambarella a key player in the technological transformation driving many high-growth areas right now.\nThinking outside the Box\nMeanwhile, shares of Box were higher by more than 9% in the after-hours session Tuesday. Investors were also pleased to see the content cloud specialist deliver solid third-quarter results.\nBox's numbers might not look all that strong compared to other players in the tech sector, but investors were pleased to see its longer-term strategy play out well. Revenue moved higher by 14% year over year to $224 million, accelerating for the third quarter in a row. Remaining performance obligations jumped 25% to $948 million, and adjusted earnings of $0.22 per share were 10% above where they were in the year-earlier period.\nCo-founders Aaron Levie and Dylan Smith expressed their optimism at the latest numbers. Levie pointed to promising new rollouts of products to fight against ransomware and other cybersecurity threats, while Smith noted that Box's net retention rate jumped to 109% and that the company was comfortable boosting its fiscal year 2022 projections for revenue and adjusted earnings per share.\nBox has seen mixed performance at times this year, but investors seem to be gaining some comfort from the company's progress in executing its longer-term vision. If it can keep up its positive momentum from here, then Box might not be too far away from finally starting to enjoy explosive growth.","news_type":1,"symbols_score_info":{"BOX":0.9,"AMBA":0.9}},"isVote":1,"tweetType":1,"viewCount":928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":608685043,"gmtCreate":1638713391375,"gmtModify":1638713391442,"author":{"id":"3575247585577854","authorId":"3575247585577854","name":"Tgbdisciple","avatar":"https://static.tigerbbs.com/7c099c9cab7661dd2fa5c44752e05414","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575247585577854","idStr":"3575247585577854"},"themes":[],"htmlText":"Sed","listText":"Sed","text":"Sed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/608685043","repostId":"2188853578","repostType":4,"isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849178763,"gmtCreate":1635738575294,"gmtModify":1635738575379,"author":{"id":"3575247585577854","authorId":"3575247585577854","name":"Tgbdisciple","avatar":"https://static.tigerbbs.com/7c099c9cab7661dd2fa5c44752e05414","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575247585577854","idStr":"3575247585577854"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/849178763","repostId":"1159255654","repostType":4,"repost":{"id":"1159255654","kind":"news","pubTimestamp":1635737498,"share":"https://www.laohu8.com/m/news/1159255654?lang=zh_CN&edition=full","pubTime":"2021-11-01 11:31","market":"us","language":"en","title":"Treasury Set for Own Tapering With $1 Trillion in Debt Cuts Seen<blockquote>财政部准备自行缩减规模，削减1万亿美元债务</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159255654","media":"Bloomberg","summary":"(Bloomberg) -- The Federal Reserve won’t be the only one announcing a taper on Wednesday. The Treasu","content":"<p>(Bloomberg) -- The Federal Reserve won’t be the only one announcing a taper on Wednesday. The Treasury Department, for the first time in more than five years, will likely unveil a scaling down of its behemoth quarterly sale of longer-term securities.</p><p><blockquote>（彭博社）——美联储不会是周三唯一宣布缩减规模的机构。美国财政部可能会在五年多来首次宣布缩减其庞大的长期证券季度销售规模。</blockquote></p><p> In time, the Treasury’s reduction in issuance of coupon-bearing debt -- notes and bonds with interest payments -- will outweigh the Fed’s zeroing out of its quantitative-easing purchases of Treasuries. It’s a dynamic that hasn’t captured sufficient attention from investors, according to Wells Fargo &amp; Co., and could help limit increases in borrowing costs as the central bank withdraws stimulus.</p><p><blockquote>随着时间的推移，财政部减少息票债务（支付利息的票据和债券）的发行将超过美联储将量化宽松购买国债的规模降至零。富国银行表示，这种动态尚未引起投资者足够的关注，但随着央行撤回刺激措施，这可能有助于限制借贷成本的上涨。</blockquote></p><p> Sales of regular coupon-bearing debt will be pared back by some $1 trillion by about the third quarter of 2022, according to a number of Wall Street banks. By comparison, Fed Chair Jerome Powell has said the central bank’s $80 billion-a-month in Treasuries purchases will be completely terminated by mid-2022.</p><p><blockquote>据多家华尔街银行称，到2022年第三季度左右，常规息票债务的销售额将减少约1万亿美元。相比之下，美联储主席杰罗姆·鲍威尔曾表示，美联储每月800亿美元的国债购买将在2022年中期完全终止。</blockquote></p><p> The reductions are expected to start with auctions at the so-called quarterly refunding next week, which is forecast to total less than the record $126 billion of the past three episodes.</p><p><blockquote>预计削减将从下周所谓的季度退款拍卖开始，预计总额将低于过去三集创纪录的1260亿美元。</blockquote></p><p> While the Treasury’s exact borrowing needs will depend in part on two longer-term fiscal packages that Congress aims to enact in coming weeks, the U.S. budget deficit is now on a downward path -- making the record auction sizes put in place last year to fund pandemic relief unnecessary.</p><p><blockquote>虽然财政部的确切借款需求将部分取决于国会计划在未来几周内颁布的两项长期财政计划，但美国预算赤字目前正处于下降通道，这使得去年为疫情提供资金而实施的创纪录拍卖规模没有必要救济。</blockquote></p><p> “Under a relatively wide range of plausible outcomes for the fiscal packages being negotiated, the current auction schedule will result in substantial over-funding for Treasury,” said Praveen Korapaty, chief rates strategist at Goldman Sachs Group Inc. “And these issuance reductions will largely offset the expected loss of demand from the Fed as it tapers asset purchases.”</p><p><blockquote>高盛集团首席利率策略师普拉文·科拉帕蒂(Praveen Korapaty)表示：“根据正在谈判的财政方案相对广泛的合理结果，目前的拍卖时间表将导致财政部资金大幅过剩。”“而这些发行减少将在很大程度上抵消美联储缩减资产购买时预期的需求损失。”</blockquote></p><p> The Treasury’s Wednesday release, coming just hours before the Fed’s policy announcement, will cover details of the department’s November quarterly refunding sales. Those include 3-, 10- and 30-year debt, as well as plans for any changes in Treasuries issuance over the coming months.</p><p><blockquote>就在美联储宣布政策前几个小时，财政部周三发布的新闻稿将涵盖该部门11月份季度退款销售的细节。其中包括3年期、10年期和30年期债务，以及未来几个月国债发行发生任何变化的计划。</blockquote></p><p> Primary dealers’ expectations for the auctions center around $119 billion to $120 billion in total.</p><p><blockquote>一级交易商对拍卖总额的预期约为1190亿至1200亿美元。</blockquote></p><p> Issuance plans are expected to assume that Congress will lift the federal debt ceiling, which on the basis of currently legislated limits is likely to prevent further borrowing at some point, from as soon as early December.</p><p><blockquote>预计发行计划将假设国会最早从12月初开始提高联邦债务上限，根据目前的立法限制，这可能会在某个时候阻止进一步借款。</blockquote></p><p> “Once again, Treasury is faced with making financing projections with uncertainty over government spending,” Jefferies analysts Thomas Simons and Aneta Markowska wrote in a note. They referred to the outstanding need to boost the debt limit and the lack of clarity about any potential deficit financing tied to a $1.75 trillion social-spending bill Democrats are trying to pass.</p><p><blockquote>杰富瑞(Jefferies)分析师托马斯·西蒙斯(Thomas Simons)和阿内塔·马科夫斯卡(Aneta Markowska)在一份报告中写道：“财政部再次面临在政府支出不确定性的情况下做出融资预测。”他们提到了提高债务上限的突出需求，以及与民主党试图通过的1.75万亿美元社会支出法案相关的任何潜在赤字融资缺乏明确性。</blockquote></p><p> Still, dealers generally expect the Treasury to follow the advice of its borrowing committee -- a group comprising dealers, investors and other stakeholders -- which recommended in August reductions to all maturities starting in November, with heavier cuts for 7- and 20-year Treasuries.</p><p><blockquote>尽管如此，交易商普遍预计财政部将遵循其借贷委员会（一个由交易商、投资者和其他利益相关者组成的团体）的建议，该委员会在8月份建议从11月份开始削减所有期限，其中7年期和20年期国债的削减幅度更大。</blockquote></p><p> The Jefferies team expects the following:</p><p><blockquote>杰富瑞团队预计：</blockquote></p><p> <ul>  <li>Refunding sales totaling $118 billion</p><p><blockquote><ul><li>退款销售额总计1180亿美元</li></ul></blockquote></p><p></li>  <li>Reductions across maturities:</p><p><blockquote><li>跨期限减少：</li></blockquote></p><p>   <ul>    <li>$2 billion per month for 2-, 3-, and 5-year notes</p><p><blockquote><ul><li>2年期、3年期和5年期票据每月20亿美元</li></ul></blockquote></p><p></li>    <li>$3 billion per month for 7-year notes</p><p><blockquote><li>7年期票据每月30亿美元</li></blockquote></p><p></li>    <li>$3 billion for 10- and 30-year new issues and reopenings</p><p><blockquote><li>30亿美元用于10年期和30年期新发行和重新开放</li></blockquote></p><p></li>    <li>$4 billion for 20-year bond new issues and reopenings</p><p><blockquote><li>40亿美元用于20年期债券新发行和重新开放</li></blockquote></p><p></li>   </ul></li> </ul> With the world’s biggest debt market on the cusp of a major shift in the supply-demand dynamic -- and some differences of opinions by dealers on how much each tenor is cut -- it may provide some trading opportunities for investors.</p><p><blockquote>随着全球最大的债务市场正处于供需动态重大转变的风口浪尖，交易商对每个期限削减多少存在一些意见分歧，这可能会为投资者提供一些交易机会。</blockquote></p><p> Inflation-linked debt is the one category dealers foresee Treasury continuing to increase issuance. That’s as increases of Treasury Inflation-Protected Securities trailed the pace of the boost to regular, or nominal, notes and bonds over the past year and a half. Inflationary fears also have been stoking demand for TIPS.</p><p><blockquote>与通胀挂钩的债务是交易商预计财政部将继续增加发行的一类债务。这是因为在过去一年半的时间里，通胀保值国债的涨幅落后于常规或名义票据和债券的涨幅。通胀担忧也刺激了对TIPS的需求。</blockquote></p><p> What remains a wild card for issuance plans is the Treasury’s desire to rebuild an ample cash buffer, after it was forced to run down its stockpile thanks to the debt-limit strains of recent months. To do that, it will need to ramp up the supply of Treasury bills.</p><p><blockquote>发行计划的一个未知数是，由于近几个月的债务上限压力，财政部被迫耗尽库存，因此希望重建充足的现金缓冲。为此，它需要增加国库券的供应。</blockquote></p><p> The Treasury’s cash balance is about $260 billion now, having rebounded since it plunged to $47 billion on Oct. 14 -- its lowest since September 2017.</p><p><blockquote>财政部现金余额目前约为2600亿美元，自10月14日跌至470亿美元（为2017年9月以来的最低水平）以来有所反弹。</blockquote></p><p> “Bill issuance levels are very hard to pinpoint with certainty now because it’s really dependent on how fast Treasury runs out of cash and how fast the debt ceiling gets resolved,” said Jan Nevruzi, a strategist at NatWest Markets.</p><p><blockquote>NatWest Markets策略师Jan Nevruzi表示：“现在很难确定票据发行水平，因为这实际上取决于财政部现金耗尽的速度以及债务上限解决的速度。”</blockquote></p><p></p><p> NatWest’s base case is that the debt ceiling will be resolved in November or early December. That, the firm predicts, will enable the Treasury to lift net bill issuance in 2022 by about $300 billion -- bringing its cash balance back to around $800 billion.</p><p><blockquote>NatWest的基本情况是债务上限将在11月或12月初得到解决。该公司预测，这将使财政部在2022年的票据净发行量增加约3000亿美元，使其现金余额回到8000亿美元左右。</blockquote></p><p> Still, most investors will be more keenly focused on the likely inflection point of falling Treasury note and bond issuance and the potential for that dynamic to help limit any increase in borrowing costs as the Fed normalizes policy.</p><p><blockquote>尽管如此，大多数投资者将更密切地关注国债和债券发行量下降的可能拐点，以及随着美联储政策正常化，这种动态有助于限制借贷成本上升的潜力。</blockquote></p><p> “We expect Treasury supply will fall faster than the Fed’s Treasury purchases,” a team of Wells Fargo strategists including Zachary Griffiths said in a note. And “reduced Treasury supply has been receiving too little attention in the market. This should change on November 3, with the Treasury refunding to resemble a slasher movie a couple of days after Halloween,” they wrote.</p><p><blockquote>包括Zachary Griffiths在内的富国银行策略师团队在一份报告中表示：“我们预计美国国债供应的下降速度将快于美联储的国债购买量。”而且“国债供应减少在市场上受到的关注太少。这种情况应该会在11月3日改变，财政部将在万圣节后几天退款，类似于恐怖电影，”他们写道。</blockquote></p><p></p>","source":"lsy1612507957220","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>Treasury Set for Own Tapering With $1 Trillion in Debt Cuts Seen<blockquote>财政部准备自行缩减规模，削减1万亿美元债务</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\">\nTreasury Set for Own Tapering With $1 Trillion in Debt Cuts Seen<blockquote>财政部准备自行缩减规模，削减1万亿美元债务</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2021-11-01 11:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Bloomberg) -- The Federal Reserve won’t be the only one announcing a taper on Wednesday. The Treasury Department, for the first time in more than five years, will likely unveil a scaling down of its behemoth quarterly sale of longer-term securities.</p><p><blockquote>（彭博社）——美联储不会是周三唯一宣布缩减规模的机构。美国财政部可能会在五年多来首次宣布缩减其庞大的长期证券季度销售规模。</blockquote></p><p> In time, the Treasury’s reduction in issuance of coupon-bearing debt -- notes and bonds with interest payments -- will outweigh the Fed’s zeroing out of its quantitative-easing purchases of Treasuries. It’s a dynamic that hasn’t captured sufficient attention from investors, according to Wells Fargo &amp; Co., and could help limit increases in borrowing costs as the central bank withdraws stimulus.</p><p><blockquote>随着时间的推移，财政部减少息票债务（支付利息的票据和债券）的发行将超过美联储将量化宽松购买国债的规模降至零。富国银行表示，这种动态尚未引起投资者足够的关注，但随着央行撤回刺激措施，这可能有助于限制借贷成本的上涨。</blockquote></p><p> Sales of regular coupon-bearing debt will be pared back by some $1 trillion by about the third quarter of 2022, according to a number of Wall Street banks. By comparison, Fed Chair Jerome Powell has said the central bank’s $80 billion-a-month in Treasuries purchases will be completely terminated by mid-2022.</p><p><blockquote>据多家华尔街银行称，到2022年第三季度左右，常规息票债务的销售额将减少约1万亿美元。相比之下，美联储主席杰罗姆·鲍威尔曾表示，美联储每月800亿美元的国债购买将在2022年中期完全终止。</blockquote></p><p> The reductions are expected to start with auctions at the so-called quarterly refunding next week, which is forecast to total less than the record $126 billion of the past three episodes.</p><p><blockquote>预计削减将从下周所谓的季度退款拍卖开始，预计总额将低于过去三集创纪录的1260亿美元。</blockquote></p><p> While the Treasury’s exact borrowing needs will depend in part on two longer-term fiscal packages that Congress aims to enact in coming weeks, the U.S. budget deficit is now on a downward path -- making the record auction sizes put in place last year to fund pandemic relief unnecessary.</p><p><blockquote>虽然财政部的确切借款需求将部分取决于国会计划在未来几周内颁布的两项长期财政计划，但美国预算赤字目前正处于下降通道，这使得去年为疫情提供资金而实施的创纪录拍卖规模没有必要救济。</blockquote></p><p> “Under a relatively wide range of plausible outcomes for the fiscal packages being negotiated, the current auction schedule will result in substantial over-funding for Treasury,” said Praveen Korapaty, chief rates strategist at Goldman Sachs Group Inc. “And these issuance reductions will largely offset the expected loss of demand from the Fed as it tapers asset purchases.”</p><p><blockquote>高盛集团首席利率策略师普拉文·科拉帕蒂(Praveen Korapaty)表示：“根据正在谈判的财政方案相对广泛的合理结果，目前的拍卖时间表将导致财政部资金大幅过剩。”“而这些发行减少将在很大程度上抵消美联储缩减资产购买时预期的需求损失。”</blockquote></p><p> The Treasury’s Wednesday release, coming just hours before the Fed’s policy announcement, will cover details of the department’s November quarterly refunding sales. Those include 3-, 10- and 30-year debt, as well as plans for any changes in Treasuries issuance over the coming months.</p><p><blockquote>就在美联储宣布政策前几个小时，财政部周三发布的新闻稿将涵盖该部门11月份季度退款销售的细节。其中包括3年期、10年期和30年期债务，以及未来几个月国债发行发生任何变化的计划。</blockquote></p><p> Primary dealers’ expectations for the auctions center around $119 billion to $120 billion in total.</p><p><blockquote>一级交易商对拍卖总额的预期约为1190亿至1200亿美元。</blockquote></p><p> Issuance plans are expected to assume that Congress will lift the federal debt ceiling, which on the basis of currently legislated limits is likely to prevent further borrowing at some point, from as soon as early December.</p><p><blockquote>预计发行计划将假设国会最早从12月初开始提高联邦债务上限，根据目前的立法限制，这可能会在某个时候阻止进一步借款。</blockquote></p><p> “Once again, Treasury is faced with making financing projections with uncertainty over government spending,” Jefferies analysts Thomas Simons and Aneta Markowska wrote in a note. They referred to the outstanding need to boost the debt limit and the lack of clarity about any potential deficit financing tied to a $1.75 trillion social-spending bill Democrats are trying to pass.</p><p><blockquote>杰富瑞(Jefferies)分析师托马斯·西蒙斯(Thomas Simons)和阿内塔·马科夫斯卡(Aneta Markowska)在一份报告中写道：“财政部再次面临在政府支出不确定性的情况下做出融资预测。”他们提到了提高债务上限的突出需求，以及与民主党试图通过的1.75万亿美元社会支出法案相关的任何潜在赤字融资缺乏明确性。</blockquote></p><p> Still, dealers generally expect the Treasury to follow the advice of its borrowing committee -- a group comprising dealers, investors and other stakeholders -- which recommended in August reductions to all maturities starting in November, with heavier cuts for 7- and 20-year Treasuries.</p><p><blockquote>尽管如此，交易商普遍预计财政部将遵循其借贷委员会（一个由交易商、投资者和其他利益相关者组成的团体）的建议，该委员会在8月份建议从11月份开始削减所有期限，其中7年期和20年期国债的削减幅度更大。</blockquote></p><p> The Jefferies team expects the following:</p><p><blockquote>杰富瑞团队预计：</blockquote></p><p> <ul>  <li>Refunding sales totaling $118 billion</p><p><blockquote><ul><li>退款销售额总计1180亿美元</li></ul></blockquote></p><p></li>  <li>Reductions across maturities:</p><p><blockquote><li>跨期限减少：</li></blockquote></p><p>   <ul>    <li>$2 billion per month for 2-, 3-, and 5-year notes</p><p><blockquote><ul><li>2年期、3年期和5年期票据每月20亿美元</li></ul></blockquote></p><p></li>    <li>$3 billion per month for 7-year notes</p><p><blockquote><li>7年期票据每月30亿美元</li></blockquote></p><p></li>    <li>$3 billion for 10- and 30-year new issues and reopenings</p><p><blockquote><li>30亿美元用于10年期和30年期新发行和重新开放</li></blockquote></p><p></li>    <li>$4 billion for 20-year bond new issues and reopenings</p><p><blockquote><li>40亿美元用于20年期债券新发行和重新开放</li></blockquote></p><p></li>   </ul></li> </ul> With the world’s biggest debt market on the cusp of a major shift in the supply-demand dynamic -- and some differences of opinions by dealers on how much each tenor is cut -- it may provide some trading opportunities for investors.</p><p><blockquote>随着全球最大的债务市场正处于供需动态重大转变的风口浪尖，交易商对每个期限削减多少存在一些意见分歧，这可能会为投资者提供一些交易机会。</blockquote></p><p> Inflation-linked debt is the one category dealers foresee Treasury continuing to increase issuance. That’s as increases of Treasury Inflation-Protected Securities trailed the pace of the boost to regular, or nominal, notes and bonds over the past year and a half. Inflationary fears also have been stoking demand for TIPS.</p><p><blockquote>与通胀挂钩的债务是交易商预计财政部将继续增加发行的一类债务。这是因为在过去一年半的时间里，通胀保值国债的涨幅落后于常规或名义票据和债券的涨幅。通胀担忧也刺激了对TIPS的需求。</blockquote></p><p> What remains a wild card for issuance plans is the Treasury’s desire to rebuild an ample cash buffer, after it was forced to run down its stockpile thanks to the debt-limit strains of recent months. To do that, it will need to ramp up the supply of Treasury bills.</p><p><blockquote>发行计划的一个未知数是，由于近几个月的债务上限压力，财政部被迫耗尽库存，因此希望重建充足的现金缓冲。为此，它需要增加国库券的供应。</blockquote></p><p> The Treasury’s cash balance is about $260 billion now, having rebounded since it plunged to $47 billion on Oct. 14 -- its lowest since September 2017.</p><p><blockquote>财政部现金余额目前约为2600亿美元，自10月14日跌至470亿美元（为2017年9月以来的最低水平）以来有所反弹。</blockquote></p><p> “Bill issuance levels are very hard to pinpoint with certainty now because it’s really dependent on how fast Treasury runs out of cash and how fast the debt ceiling gets resolved,” said Jan Nevruzi, a strategist at NatWest Markets.</p><p><blockquote>NatWest Markets策略师Jan Nevruzi表示：“现在很难确定票据发行水平，因为这实际上取决于财政部现金耗尽的速度以及债务上限解决的速度。”</blockquote></p><p></p><p> NatWest’s base case is that the debt ceiling will be resolved in November or early December. That, the firm predicts, will enable the Treasury to lift net bill issuance in 2022 by about $300 billion -- bringing its cash balance back to around $800 billion.</p><p><blockquote>NatWest的基本情况是债务上限将在11月或12月初得到解决。该公司预测，这将使财政部在2022年的票据净发行量增加约3000亿美元，使其现金余额回到8000亿美元左右。</blockquote></p><p> Still, most investors will be more keenly focused on the likely inflection point of falling Treasury note and bond issuance and the potential for that dynamic to help limit any increase in borrowing costs as the Fed normalizes policy.</p><p><blockquote>尽管如此，大多数投资者将更密切地关注国债和债券发行量下降的可能拐点，以及随着美联储政策正常化，这种动态有助于限制借贷成本上升的潜力。</blockquote></p><p> “We expect Treasury supply will fall faster than the Fed’s Treasury purchases,” a team of Wells Fargo strategists including Zachary Griffiths said in a note. And “reduced Treasury supply has been receiving too little attention in the market. This should change on November 3, with the Treasury refunding to resemble a slasher movie a couple of days after Halloween,” they wrote.</p><p><blockquote>包括Zachary Griffiths在内的富国银行策略师团队在一份报告中表示：“我们预计美国国债供应的下降速度将快于美联储的国债购买量。”而且“国债供应减少在市场上受到的关注太少。这种情况应该会在11月3日改变，财政部将在万圣节后几天退款，类似于恐怖电影，”他们写道。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/treasury-set-own-tapering-1-220001044.html\">Bloomberg</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/treasury-set-own-tapering-1-220001044.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159255654","content_text":"(Bloomberg) -- The Federal Reserve won’t be the only one announcing a taper on Wednesday. The Treasury Department, for the first time in more than five years, will likely unveil a scaling down of its behemoth quarterly sale of longer-term securities.\nIn time, the Treasury’s reduction in issuance of coupon-bearing debt -- notes and bonds with interest payments -- will outweigh the Fed’s zeroing out of its quantitative-easing purchases of Treasuries. It’s a dynamic that hasn’t captured sufficient attention from investors, according to Wells Fargo & Co., and could help limit increases in borrowing costs as the central bank withdraws stimulus.\nSales of regular coupon-bearing debt will be pared back by some $1 trillion by about the third quarter of 2022, according to a number of Wall Street banks. By comparison, Fed Chair Jerome Powell has said the central bank’s $80 billion-a-month in Treasuries purchases will be completely terminated by mid-2022.\nThe reductions are expected to start with auctions at the so-called quarterly refunding next week, which is forecast to total less than the record $126 billion of the past three episodes.\nWhile the Treasury’s exact borrowing needs will depend in part on two longer-term fiscal packages that Congress aims to enact in coming weeks, the U.S. budget deficit is now on a downward path -- making the record auction sizes put in place last year to fund pandemic relief unnecessary.\n“Under a relatively wide range of plausible outcomes for the fiscal packages being negotiated, the current auction schedule will result in substantial over-funding for Treasury,” said Praveen Korapaty, chief rates strategist at Goldman Sachs Group Inc. “And these issuance reductions will largely offset the expected loss of demand from the Fed as it tapers asset purchases.”\nThe Treasury’s Wednesday release, coming just hours before the Fed’s policy announcement, will cover details of the department’s November quarterly refunding sales. Those include 3-, 10- and 30-year debt, as well as plans for any changes in Treasuries issuance over the coming months.\nPrimary dealers’ expectations for the auctions center around $119 billion to $120 billion in total.\nIssuance plans are expected to assume that Congress will lift the federal debt ceiling, which on the basis of currently legislated limits is likely to prevent further borrowing at some point, from as soon as early December.\n“Once again, Treasury is faced with making financing projections with uncertainty over government spending,” Jefferies analysts Thomas Simons and Aneta Markowska wrote in a note. They referred to the outstanding need to boost the debt limit and the lack of clarity about any potential deficit financing tied to a $1.75 trillion social-spending bill Democrats are trying to pass.\nStill, dealers generally expect the Treasury to follow the advice of its borrowing committee -- a group comprising dealers, investors and other stakeholders -- which recommended in August reductions to all maturities starting in November, with heavier cuts for 7- and 20-year Treasuries.\nThe Jefferies team expects the following:\n\nRefunding sales totaling $118 billion\nReductions across maturities:\n\n$2 billion per month for 2-, 3-, and 5-year notes\n$3 billion per month for 7-year notes\n$3 billion for 10- and 30-year new issues and reopenings\n$4 billion for 20-year bond new issues and reopenings\n\n\nWith the world’s biggest debt market on the cusp of a major shift in the supply-demand dynamic -- and some differences of opinions by dealers on how much each tenor is cut -- it may provide some trading opportunities for investors.\nInflation-linked debt is the one category dealers foresee Treasury continuing to increase issuance. That’s as increases of Treasury Inflation-Protected Securities trailed the pace of the boost to regular, or nominal, notes and bonds over the past year and a half. Inflationary fears also have been stoking demand for TIPS.\nWhat remains a wild card for issuance plans is the Treasury’s desire to rebuild an ample cash buffer, after it was forced to run down its stockpile thanks to the debt-limit strains of recent months. To do that, it will need to ramp up the supply of Treasury bills.\nThe Treasury’s cash balance is about $260 billion now, having rebounded since it plunged to $47 billion on Oct. 14 -- its lowest since September 2017.\n“Bill issuance levels are very hard to pinpoint with certainty now because it’s really dependent on how fast Treasury runs out of cash and how fast the debt ceiling gets resolved,” said Jan Nevruzi, a strategist at NatWest Markets.\nNatWest’s base case is that the debt ceiling will be resolved in November or early December. That, the firm predicts, will enable the Treasury to lift net bill issuance in 2022 by about $300 billion -- bringing its cash balance back to around $800 billion.\nStill, most investors will be more keenly focused on the likely inflection point of falling Treasury note and bond issuance and the potential for that dynamic to help limit any increase in borrowing costs as the Fed normalizes policy.\n“We expect Treasury supply will fall faster than the Fed’s Treasury purchases,” a team of Wells Fargo strategists including Zachary Griffiths said in a note. And “reduced Treasury supply has been receiving too little attention in the market. This should change on November 3, with the Treasury refunding to resemble a slasher movie a couple of days after Halloween,” they wrote.","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609717645,"gmtCreate":1638325873486,"gmtModify":1638325873598,"author":{"id":"3575247585577854","authorId":"3575247585577854","name":"Tgbdisciple","avatar":"https://static.tigerbbs.com/7c099c9cab7661dd2fa5c44752e05414","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575247585577854","idStr":"3575247585577854"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/609717645","repostId":"1150549546","repostType":4,"repost":{"id":"1150549546","kind":"news","pubTimestamp":1638325741,"share":"https://www.laohu8.com/m/news/1150549546?lang=zh_CN&edition=full","pubTime":"2021-12-01 10:29","market":"us","language":"en","title":"Don't Sweat the Market Swoon: These 2 Stocks Are Soaring After Hours Tuesday<blockquote>不要担心市场低迷：这两只股票周二盘后飙升</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1150549546","media":"Motley Fool","summary":"The stock market went back into downward-moving mode on Tuesday, giving up gains from Monday and con","content":"<p>The stock market went back into downward-moving mode on Tuesday, giving up gains from Monday and continuing the trend from late last week. Worries that the Federal Reserve might take away accommodative monetary policy despite the rise of the omicron COVID-19 variant had market participants shying away from stocks. Losses for the&nbsp;<b>Dow Jones Industrial Average</b>(DJINDICES:^DJI),<b>S&amp;P 500</b>(SNPINDEX:^GSPC), and&nbsp;<b>Nasdaq Composite</b>(NASDAQINDEX:^IXIC)were in the neighborhood of 1.5% to 2%.</p><p><blockquote>周二股市重回下行模式，回吐周一涨幅，延续上周晚些时候的走势。尽管奥密克戎COVID-19变种有所上升，但人们担心美联储可能会取消宽松的货币政策，这让市场参与者回避股市。本集团之亏损<b>道琼斯工业平均指数</b>(DJINDICES：^DJI),<b>标普500</b>(SNPINDEX：^GSPC)，和<b>纳斯达克复合材料</b>（纳斯达克指数：^IXIC）的涨幅在1.5%至2%左右。</blockquote></p><p> Yet after hours on Tuesday, investors found a silver lining in a couple of stocks. Positive earnings reports from&nbsp;<b>Ambarella</b>(NASDAQ:AMBA)and&nbsp;<b>Box</b>(NYSE:BOX)showed that even some&nbsp;high-growth tech stocks can still hold their own in a tough market. Below, we'll look at what the two companies said in their reports and what it could mean for investors.</p><p><blockquote>然而，周二盘后，投资者在几只股票中发现了一线希望。积极的盈利报告<b>安巴雷拉</b>（纳斯达克：AMBA）及<b>盒子</b>（纽约证券交易所股票代码：BOX）表明，即使是一些高增长的科技股仍然可以在艰难的市场中站稳脚跟。下面，我们将看看两家公司在报告中所说的内容以及这对投资者意味着什么。</blockquote></p><p> Ambarella's looking anything but chippy</p><p><blockquote>Ambarella看起来一点也不活泼</blockquote></p><p> Shares of Ambarella jumped more than 13% after hours Tuesday, adding to gains that have seen the stock more than doubled just since August. The semiconductor chipmaker has enjoyed favorable conditions in its industry, and investors have high hopes that the good times could continue.</p><p><blockquote>周二盘后，Ambarella股价上涨超过13%，自8月份以来该股已上涨一倍多。这家半导体芯片制造商在其行业中享有有利的条件，投资者对美好时光能够持续下去寄予厚望。</blockquote></p><p> Ambarella's third-quarter report included some strong figures. Revenue jumped 64% from last year's period. That helped boost adjusted net income to more than six times what it was in the same quarter a year ago. The company saw gross margin levels improve, helping to contribute to greater profitability.</p><p><blockquote>安霸的第三季度报告包含了一些强劲的数据。收入较去年同期增长64%。这有助于将调整后净利润提高到去年同期的六倍多。该公司的毛利率水平有所提高，有助于提高盈利能力。</blockquote></p><p> Ambarella also offered favorable guidance for the fourth quarter. The company believes it will see revenue at a level consistent with third-quarter performance. Consistent operating expenses and margin could suggest similar levels of profitability as well.</p><p><blockquote>安霸还为第四季度提供了有利的指引。该公司相信收入将达到与第三季度业绩一致的水平。一致的运营费用和利润率也可能表明类似的盈利水平。</blockquote></p><p> Overall,Ambarella has been pleased&nbsp;since it has made its transition to focus on the combination of artificial intelligence and the Internet of Things, dubbed AIoT for short. Its recent acquisition of Oculii, a provider of imaging radar algorithms, should help the company keep moving in that direction. And in the long run, that should make Ambarella a key player in the technological transformation driving many high-growth areas right now.</p><p><blockquote>总体而言，自从安霸转型专注于人工智能和物联网（简称AIoT）的结合以来，安霸一直很高兴。它最近收购了成像雷达算法提供商Oculii，这应该有助于该公司继续朝这个方向发展。从长远来看，这应该会使安霸成为目前推动许多高增长领域的技术转型的关键参与者。</blockquote></p><p> Thinking outside the Box</p><p><blockquote>跳出框框思考</blockquote></p><p> Meanwhile, shares of Box were higher by more than 9% in the after-hours session Tuesday. Investors were also pleased to see the content cloud specialist deliver solid third-quarter results.</p><p><blockquote>与此同时，Box股价在周二盘后交易中上涨超过9%。投资者也很高兴看到这家内容云专家公布了稳健的第三季度业绩。</blockquote></p><p> Box's numbers might not look all that strong compared to other players in the tech sector, but investors were pleased to see its longer-term strategy play out well. Revenue moved higher by 14% year over year to $224 million, accelerating for the third quarter in a row. Remaining performance obligations jumped 25% to $948 million, and adjusted earnings of $0.22 per share were 10% above where they were in the year-earlier period.</p><p><blockquote>与科技行业的其他参与者相比，Box的数据可能看起来并不那么强劲，但投资者很高兴看到其长期战略表现良好。收入同比增长14%至2.24亿美元，连续第三个季度加速增长。剩余履约义务跃升25%至9.48亿美元，调整后每股收益为0.22美元，比去年同期高出10%。</blockquote></p><p> Co-founders Aaron Levie and Dylan Smith expressed their optimism at the latest numbers. Levie pointed to promising new rollouts of products to fight against ransomware and other cybersecurity threats, while Smith noted that Box's net retention rate jumped to 109% and that the company was comfortable boosting its fiscal year 2022 projections for revenue and adjusted earnings per share.</p><p><blockquote>联合创始人Aaron Levie和Dylan Smith对最新数据表示乐观。Levie指出，有希望推出新产品来对抗勒索软件和其他网络安全威胁，而Smith指出，Box的净保留率跃升至109%，并且该公司很乐意提高2022财年的收入和调整后每股收益预测。</blockquote></p><p> Box has seen mixed performance&nbsp;at times this year, but investors seem to be gaining some comfort from the company's progress in executing its longer-term vision. If it can keep up its positive momentum from here, then Box might not be too far away from finally starting to enjoy explosive growth.</p><p><blockquote>Box今年的表现有时好坏参半，但投资者似乎从该公司在执行长期愿景方面取得的进展中获得了一些安慰。如果它能够从现在开始保持积极的势头，那么Box距离最终开始享受爆炸性增长可能不会太远了。</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>Don't Sweat the Market Swoon: These 2 Stocks Are Soaring After Hours Tuesday<blockquote>不要担心市场低迷：这两只股票周二盘后飙升</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDon't Sweat the Market Swoon: These 2 Stocks Are Soaring After Hours Tuesday<blockquote>不要担心市场低迷：这两只股票周二盘后飙升</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-01 10:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The stock market went back into downward-moving mode on Tuesday, giving up gains from Monday and continuing the trend from late last week. Worries that the Federal Reserve might take away accommodative monetary policy despite the rise of the omicron COVID-19 variant had market participants shying away from stocks. Losses for the&nbsp;<b>Dow Jones Industrial Average</b>(DJINDICES:^DJI),<b>S&amp;P 500</b>(SNPINDEX:^GSPC), and&nbsp;<b>Nasdaq Composite</b>(NASDAQINDEX:^IXIC)were in the neighborhood of 1.5% to 2%.</p><p><blockquote>周二股市重回下行模式，回吐周一涨幅，延续上周晚些时候的走势。尽管奥密克戎COVID-19变种有所上升，但人们担心美联储可能会取消宽松的货币政策，这让市场参与者回避股市。本集团之亏损<b>道琼斯工业平均指数</b>(DJINDICES：^DJI),<b>标普500</b>(SNPINDEX：^GSPC)，和<b>纳斯达克复合材料</b>（纳斯达克指数：^IXIC）的涨幅在1.5%至2%左右。</blockquote></p><p> Yet after hours on Tuesday, investors found a silver lining in a couple of stocks. Positive earnings reports from&nbsp;<b>Ambarella</b>(NASDAQ:AMBA)and&nbsp;<b>Box</b>(NYSE:BOX)showed that even some&nbsp;high-growth tech stocks can still hold their own in a tough market. Below, we'll look at what the two companies said in their reports and what it could mean for investors.</p><p><blockquote>然而，周二盘后，投资者在几只股票中发现了一线希望。积极的盈利报告<b>安巴雷拉</b>（纳斯达克：AMBA）及<b>盒子</b>（纽约证券交易所股票代码：BOX）表明，即使是一些高增长的科技股仍然可以在艰难的市场中站稳脚跟。下面，我们将看看两家公司在报告中所说的内容以及这对投资者意味着什么。</blockquote></p><p> Ambarella's looking anything but chippy</p><p><blockquote>Ambarella看起来一点也不活泼</blockquote></p><p> Shares of Ambarella jumped more than 13% after hours Tuesday, adding to gains that have seen the stock more than doubled just since August. The semiconductor chipmaker has enjoyed favorable conditions in its industry, and investors have high hopes that the good times could continue.</p><p><blockquote>周二盘后，Ambarella股价上涨超过13%，自8月份以来该股已上涨一倍多。这家半导体芯片制造商在其行业中享有有利的条件，投资者对美好时光能够持续下去寄予厚望。</blockquote></p><p> Ambarella's third-quarter report included some strong figures. Revenue jumped 64% from last year's period. That helped boost adjusted net income to more than six times what it was in the same quarter a year ago. The company saw gross margin levels improve, helping to contribute to greater profitability.</p><p><blockquote>安霸的第三季度报告包含了一些强劲的数据。收入较去年同期增长64%。这有助于将调整后净利润提高到去年同期的六倍多。该公司的毛利率水平有所提高，有助于提高盈利能力。</blockquote></p><p> Ambarella also offered favorable guidance for the fourth quarter. The company believes it will see revenue at a level consistent with third-quarter performance. Consistent operating expenses and margin could suggest similar levels of profitability as well.</p><p><blockquote>安霸还为第四季度提供了有利的指引。该公司相信收入将达到与第三季度业绩一致的水平。一致的运营费用和利润率也可能表明类似的盈利水平。</blockquote></p><p> Overall,Ambarella has been pleased&nbsp;since it has made its transition to focus on the combination of artificial intelligence and the Internet of Things, dubbed AIoT for short. Its recent acquisition of Oculii, a provider of imaging radar algorithms, should help the company keep moving in that direction. And in the long run, that should make Ambarella a key player in the technological transformation driving many high-growth areas right now.</p><p><blockquote>总体而言，自从安霸转型专注于人工智能和物联网（简称AIoT）的结合以来，安霸一直很高兴。它最近收购了成像雷达算法提供商Oculii，这应该有助于该公司继续朝这个方向发展。从长远来看，这应该会使安霸成为目前推动许多高增长领域的技术转型的关键参与者。</blockquote></p><p> Thinking outside the Box</p><p><blockquote>跳出框框思考</blockquote></p><p> Meanwhile, shares of Box were higher by more than 9% in the after-hours session Tuesday. Investors were also pleased to see the content cloud specialist deliver solid third-quarter results.</p><p><blockquote>与此同时，Box股价在周二盘后交易中上涨超过9%。投资者也很高兴看到这家内容云专家公布了稳健的第三季度业绩。</blockquote></p><p> Box's numbers might not look all that strong compared to other players in the tech sector, but investors were pleased to see its longer-term strategy play out well. Revenue moved higher by 14% year over year to $224 million, accelerating for the third quarter in a row. Remaining performance obligations jumped 25% to $948 million, and adjusted earnings of $0.22 per share were 10% above where they were in the year-earlier period.</p><p><blockquote>与科技行业的其他参与者相比，Box的数据可能看起来并不那么强劲，但投资者很高兴看到其长期战略表现良好。收入同比增长14%至2.24亿美元，连续第三个季度加速增长。剩余履约义务跃升25%至9.48亿美元，调整后每股收益为0.22美元，比去年同期高出10%。</blockquote></p><p> Co-founders Aaron Levie and Dylan Smith expressed their optimism at the latest numbers. Levie pointed to promising new rollouts of products to fight against ransomware and other cybersecurity threats, while Smith noted that Box's net retention rate jumped to 109% and that the company was comfortable boosting its fiscal year 2022 projections for revenue and adjusted earnings per share.</p><p><blockquote>联合创始人Aaron Levie和Dylan Smith对最新数据表示乐观。Levie指出，有希望推出新产品来对抗勒索软件和其他网络安全威胁，而Smith指出，Box的净保留率跃升至109%，并且该公司很乐意提高2022财年的收入和调整后每股收益预测。</blockquote></p><p> Box has seen mixed performance&nbsp;at times this year, but investors seem to be gaining some comfort from the company's progress in executing its longer-term vision. If it can keep up its positive momentum from here, then Box might not be too far away from finally starting to enjoy explosive growth.</p><p><blockquote>Box今年的表现有时好坏参半，但投资者似乎从该公司在执行长期愿景方面取得的进展中获得了一些安慰。如果它能够从现在开始保持积极的势头，那么Box距离最终开始享受爆炸性增长可能不会太远了。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/11/30/dont-sweat-market-swoon-stocks-soaring-after-hours/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BOX":"Box Inc","AMBA":"安霸"},"source_url":"https://www.fool.com/investing/2021/11/30/dont-sweat-market-swoon-stocks-soaring-after-hours/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150549546","content_text":"The stock market went back into downward-moving mode on Tuesday, giving up gains from Monday and continuing the trend from late last week. Worries that the Federal Reserve might take away accommodative monetary policy despite the rise of the omicron COVID-19 variant had market participants shying away from stocks. Losses for the Dow Jones Industrial Average(DJINDICES:^DJI),S&P 500(SNPINDEX:^GSPC), and Nasdaq Composite(NASDAQINDEX:^IXIC)were in the neighborhood of 1.5% to 2%.\nYet after hours on Tuesday, investors found a silver lining in a couple of stocks. Positive earnings reports from Ambarella(NASDAQ:AMBA)and Box(NYSE:BOX)showed that even some high-growth tech stocks can still hold their own in a tough market. Below, we'll look at what the two companies said in their reports and what it could mean for investors.\nAmbarella's looking anything but chippy\nShares of Ambarella jumped more than 13% after hours Tuesday, adding to gains that have seen the stock more than doubled just since August. The semiconductor chipmaker has enjoyed favorable conditions in its industry, and investors have high hopes that the good times could continue.\nAmbarella's third-quarter report included some strong figures. Revenue jumped 64% from last year's period. That helped boost adjusted net income to more than six times what it was in the same quarter a year ago. The company saw gross margin levels improve, helping to contribute to greater profitability.\nAmbarella also offered favorable guidance for the fourth quarter. The company believes it will see revenue at a level consistent with third-quarter performance. Consistent operating expenses and margin could suggest similar levels of profitability as well.\nOverall,Ambarella has been pleased since it has made its transition to focus on the combination of artificial intelligence and the Internet of Things, dubbed AIoT for short. Its recent acquisition of Oculii, a provider of imaging radar algorithms, should help the company keep moving in that direction. And in the long run, that should make Ambarella a key player in the technological transformation driving many high-growth areas right now.\nThinking outside the Box\nMeanwhile, shares of Box were higher by more than 9% in the after-hours session Tuesday. Investors were also pleased to see the content cloud specialist deliver solid third-quarter results.\nBox's numbers might not look all that strong compared to other players in the tech sector, but investors were pleased to see its longer-term strategy play out well. Revenue moved higher by 14% year over year to $224 million, accelerating for the third quarter in a row. Remaining performance obligations jumped 25% to $948 million, and adjusted earnings of $0.22 per share were 10% above where they were in the year-earlier period.\nCo-founders Aaron Levie and Dylan Smith expressed their optimism at the latest numbers. Levie pointed to promising new rollouts of products to fight against ransomware and other cybersecurity threats, while Smith noted that Box's net retention rate jumped to 109% and that the company was comfortable boosting its fiscal year 2022 projections for revenue and adjusted earnings per share.\nBox has seen mixed performance at times this year, but investors seem to be gaining some comfort from the company's progress in executing its longer-term vision. If it can keep up its positive momentum from here, then Box might not be too far away from finally starting to enjoy explosive growth.","news_type":1,"symbols_score_info":{"BOX":0.9,"AMBA":0.9}},"isVote":1,"tweetType":1,"viewCount":959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866922285,"gmtCreate":1632726178547,"gmtModify":1632798275873,"author":{"id":"3575247585577854","authorId":"3575247585577854","name":"Tgbdisciple","avatar":"https://static.tigerbbs.com/7c099c9cab7661dd2fa5c44752e05414","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575247585577854","idStr":"3575247585577854"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/866922285","repostId":"2170488786","repostType":4,"repost":{"id":"2170488786","kind":"news","pubTimestamp":1632685409,"share":"https://www.laohu8.com/m/news/2170488786?lang=zh_CN&edition=full","pubTime":"2021-09-27 03:43","market":"other","language":"en","title":"Debt ceiling debates in Congress, consumer confidence: What to know this week<blockquote>国会债务上限辩论、消费者信心：本周需要了解什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2170488786","media":"Yahoo Finance","summary":"Investors this week are set to closely monitor developments in Washington, D.C., as lawmakers race t","content":"<p><div> Investors this week are set to closely monitor developments in Washington, D.C., as lawmakers race to pass legislation to avoid a government shutdown by the end of the month and debate raising the ...</p><p><blockquote><div>投资者本周将密切关注华盛顿特区的事态发展，因为议员们竞相通过立法，以避免政府在本月底关闭，并就提高...</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/debt-ceiling-debates-in-congress-consumer-confidence-what-to-know-this-week-194329712.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/debt-ceiling-debates-in-congress-consumer-confidence-what-to-know-this-week-194329712.html\">网页连接</a></blockquote></p><p></p>","source":"yahoofinance_au","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Debt ceiling debates in Congress, consumer confidence: What to know this week<blockquote>国会债务上限辩论、消费者信心：本周需要了解什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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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\">\nDebt ceiling debates in Congress, consumer confidence: What to know this week<blockquote>国会债务上限辩论、消费者信心：本周需要了解什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo Finance</strong><span class=\"h-time small\">2021-09-27 03:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Investors this week are set to closely monitor developments in Washington, D.C., as lawmakers race to pass legislation to avoid a government shutdown by the end of the month and debate raising the ...</p><p><blockquote><div>投资者本周将密切关注华盛顿特区的事态发展，因为议员们竞相通过立法，以避免政府在本月底关闭，并就提高...</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/debt-ceiling-debates-in-congress-consumer-confidence-what-to-know-this-week-194329712.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/debt-ceiling-debates-in-congress-consumer-confidence-what-to-know-this-week-194329712.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/debt-ceiling-debates-in-congress-consumer-confidence-what-to-know-this-week-194329712.html\">Yahoo Finance</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7e749e88d2580d292ffc6ae18d03b65","relate_stocks":{"SPY.AU":"SPDR® S&P 500® ETF Trust"},"source_url":"https://finance.yahoo.com/news/debt-ceiling-debates-in-congress-consumer-confidence-what-to-know-this-week-194329712.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2170488786","content_text":"Investors this week are set to closely monitor developments in Washington, D.C., as lawmakers race to pass legislation to avoid a government shutdown by the end of the month and debate raising the debt ceiling. Elsewhere, economic data on consumer confidence is also due for release.\nThe Senate is expected to vote Monday on a procedural motion over the legislation passed by the House of Representatives last week. That bill included a plan to temporarily fund the government through early December, and came alongside a measure to raise the government debt ceiling through December 2022.\nThe latter point has been an area of contention for Senate Republicans, who are only narrowly outnumbered by Democratic lawmakers in both chambers and who have threatened to block the bill in its current form.\nSenate Republicans including Minority Leader Mitch McConnell have suggested that Democratic lawmakers should use the budget reconciliation process to raise the debt ceiling without Republican support. McConnell has, however, supported a short-term government funding bill that excludes a debt ceiling suspension.\n\"If they [the Democrats] want to tax, borrow and spend historic sums of money without our input, they’ll have to raise the debt limit without our help. This is the reality,” McConnell said on the Senate floor last week.\nDemocratic lawmakers, for their part, have called for the move to raise the debt limit be bipartisan to prevent the government from defaulting on its obligations. The Treasury Department has warned that the U.S. could default on its debts as soon as October in absence of congressional action.\n\"The U.S. has always paid its bills on time, but the overwhelming consensus among economists and Treasury officials of both parties is that failing to raise the debt limit would produce widespread economic catastrophe,\" Treasury Secretary Janet Yellen wrote in an op-ed in the Wall Street Journal last week.\nFederal Reserve Chair Jerome Powell also warned of the consequences of a failure to raise the debt ceiling during his post-FOMC meeting press conference last week.\n\"It's just very important that the debt ceiling be raised in a timely fashion so that the United States can pay its bills when and as they come due. That's a critically important thing,\" he said. \"The failure to do that is something that could result in severe reactions, severe damage to the economy and to the financial markets ... no one should assume that the Fed or anyone else can protect the markets or the economy in the event of a failure.\"\nA dead Elm tree is removed on the West Front of the Capitol in Washington, Friday, Sept. 10, 2021. (AP Photo/J. Scott Applewhite)ASSOCIATED PRESS\nAmid the standoff, the Office of Management and Budget began warning federal agencies last week to prepare for a potential government shutdown. The reminder served as a standard warning one week out from Congress's deadline to reach an agreement to at least temporarily continue funding the government.\nThough leaders of both political parties have agreed that a continuing resolution to avoid the shutdown at the end of the month is needed, the ongoing tension over raising the debt limit has served as a potential roadblock in this effort.\n\"We still expect Congress to avert a partial government shutdown at the start of October. Republicans won’t vote for the current continuing resolution being touted by the Democratic leadership, which also includes a new debt ceiling suspension,\" wrote Paul Ashworth, chief North America economist for Capital Economics, in a note Friday. \"But we expect a Plan B to emerge next week with the latter stripped out, which Republicans will support.\"\n\"The bigger issue is that there doesn’t appear to be an easy path to raising the debt ceiling by mid-October, which is when estimates suggest the Treasury’s will exhaust the 'extraordinary measures it is currently using to keep the lights on,\" he added.\nInvestors have also grown jittery as the debates wore on, with stocks posting their worst day since May last week amid a confluence of concerns that also included debt concerns with China Evergrande.\nMany strategists, however, have suggested market participants need not be overly concerned about the impacts of a potential government shutdown.\n\"Historically, we've seen that government shutdowns tend to be short-lived,\" Jordan Jackson, JPMorgan Asset Management global market strategist, told Yahoo Finance Live on Friday. \"We also know that for those non-essential federal employees, they do get furlough pay as well.\"\n\"If it lasts more than 30 days, it's certainly going to have a bigger impact on the economy. But generally speaking, these shutdowns tend to be short-lived and markets — while they may correct in the short-term — they do sort of continue to grind higher,\" he added. \"I think it's certainly a risk in terms of a short-term mini correction there. But again, with all the liquidity out there, I think any sort of blip in the markets will be short-lived.\"\nHistorical equity performance during and immediately following a government shutdown has also tended to point to a muted market impact.\n\"In the 14 government shutdowns since 1980, the S&P 500 generated median returns of -0.1% on the dates of budget authority expiration, 0.1% during the shutdown periods, and 0.3% on the dates of resolution,\" David Kostin, Goldman Sachs chief equity strategist, wrote in a note published on Sept. 21.\n\"One notable exception was the most recent federal shutdown in December 2018, when the S&P 500 fell 2% on the spending authority expiration date,\" he added. \"However, this decline was likely driven primarily by investor concerns about Fed tightening.\"\nKostin also noted that the typical government shutdown since 1980 has only lasted three days before ultimately being resolved. More recent shutdowns have lasted several times longer, however, with the duration of the four most recent federal shutdowns averaging 18 days, Kostin said.\nConsumer confidence\nOn the economic data front, one of the most closely watched new pieces of data will be on consumer confidence.\nThe Conference Board is set to release its September consumer confidence index Tuesday morning. Economists expect the index to tick up only slightly compared to August, with consumers' views on the coronavirus and rising prices stabilizing near the lowest level since February.\nSpecifically, consensus economists are looking for the index to rise to 115.0 in September after dropping to 113.8 in August. During the last monthly report, consumers' assessments of current business and labor market conditions both eased, and expectations for the next six months out also deteriorated.\n\"Consumer confidence fell to a six-month low in August, due to concerns around the Delta variant and inflation,\" wrote Bank of America economist Michelle Meyer in a note on Friday. \"We think these concerns largely remained in September.\"\nAt the time, Lynn Franco, senior director of economic indicators at the Conference Board, said it was still \"too soon to conclude\" whether decline in consumer confidence would \"result in consumers significantly curtailing their spending in the months ahead.\"\nThe latest spending data has also been equivocal. The Commerce Department's latest report showed retail sales rose 0.7% in August after declining in July. However, the categories posting the biggest declines were areas like e-commerce shops and grocery stores, suggesting consumer behavior was shifting back toward stay-in-place trends and away from in-person events like restaurant dining amid the latest wave of the coronavirus.\nEconomic calendar\n\nMonday: Durable goods orders, August preliminary (0.6% expected, -0.1% in July); Durable goods excluding transportation, August preliminary (0.5% expected, 0.8% in July); Non-defense capital goods orders excluding aircraft, August preliminary (0.3% expected, 0.1% in July); Non-defense capital goods orders excluding aircraft, August preliminary (0.9% in July); Dallas Fed Manufacturing Activity Index, September (11.0 expected, 9.0 in July)\nTuesday: Advance goods trade balance, August (-$87.0 billion expected, -$86.4 billion in July); Wholesale inventories, month-over-month, August preliminary (0.6% in July); Retail inventories, month-over-month, August (0.4% in July); FHFA House Price Index, month-over-month, July (1.5% expected, 1.6% in July); S&P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, July (1.62% expected, 1.77% in June); S&P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, July (20.1% expected, 19.08% in June); Conference Board Consumer Confidence Index, September (114.2 expected, 113.8 in August); Richmond Fed Manufacturing Index, September (9 in August)\nWednesday: MBA Mortgage Applications, week ended September 24 (4.9% during prior month); Pending home sales, month-over-month, August (1.0% expected, -1.8% in July)\nThursday: Initial jobless claims, week ended September 25 (320,000 expected, 351,000 during prior week); Continuing claims, week ended September 18 (2.845 million during prior week); GDP annualized, quarter-over-quarter, second-quarter third estimate (6.7% expected, 6.6% in prior estimate); Personal consumption, second-quarter third estimate (11.9% in prior estimate); Core personal consumption expenditures, second quarter third estimate (6.1% in prior estimate); MNI Chicago PMI, September (65.0 expected, 66.8 in August)\nFriday: Personal income, August (0.2% expected, 1.1% in July); Personal spending, August (0.7% expected, 0.3% in July); Personal consumption expenditures core deflator, month-over-over, August (0.2% expected, 0.3% in July); Personal consumption expenditures core deflator, year-over-year, August (3.6% expected, 3.6% in July); Markit manufacturing PMI, September final (60.5 in prior estimate); Construction spending, month-over-month, August (0.3% expected, 0.3% in July); University of Michigan sentiment, September final (71.0 expected, 71.0 in prior print); ISM Manufacturing, September (59.5 expected, 59.9 in August)\n\nEarnings calendar\n\nMonday: Aurora Cannabis (ACB) after market close\nTuesday: Micron Technology (MU) after market close.\nWednesday: No notable reports scheduled for release\nThursday: CarMax (KMX), Bed Bath & Beyond (BBBY) before market open; Jefferies (JEF) after market close\nFriday: No notable reports scheduled for releas","news_type":1,"symbols_score_info":{"SPY.AU":0.9}},"isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":805617918,"gmtCreate":1627875593734,"gmtModify":1631893811984,"author":{"id":"3575247585577854","authorId":"3575247585577854","name":"Tgbdisciple","avatar":"https://static.tigerbbs.com/7c099c9cab7661dd2fa5c44752e05414","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575247585577854","idStr":"3575247585577854"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/805617918","repostId":"1170689665","repostType":4,"repost":{"id":"1170689665","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":1627857540,"share":"https://www.laohu8.com/m/news/1170689665?lang=zh_CN&edition=full","pubTime":"2021-08-02 06:39","market":"us","language":"en","title":"Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week<blockquote>阿里巴巴-SW、Uber、DraftKings、通用汽车、Roku、EA、ViacomCBS等本周值得投资者关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1170689665","media":"Tiger Newspress","summary":"The parade of second-quarter results continues this week. No fewer than 143 S&P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Dig","content":"<p>The parade of second-quarter results continues this week. No fewer than 143 S&amp;P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.</p><p><blockquote>第二季度业绩本周继续公布。除了数百家小盘股外，至少有143家标普500公司即将发布报告。法拉利、Vornado Realty Trust、Take-Two Interactive Software和Simon Property Group将于周一开始行动。随后，Lyft、阿里巴巴-SW集团控股、尼古拉、安德玛、礼来公司和康菲石油公司将于周二发布业绩。</blockquote></p><p> Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and&nbsp;ViacomCBS&nbsp;go on Thursday and&nbsp;DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation&nbsp;New Oriental Education &amp; Technology Group Inc. and&nbsp;TAL Education Group&nbsp;cancels scheduled earnings release and earnings call.</p><p><blockquote>周三将特别繁忙：通用汽车、Uber Technologies、Etsy、艺电、西部数据、Roku、CVS Health、卡夫亨氏和软银都有报告。Beyond Meat、Yelp、Wayfair、Moderna和ViacomCBS将于周四上市，DraftKings、Canopy Growth和Tripadvisor将于周五结束本周。中国教育企业新东方教育科技集团有限公司和好未来教育集团取消原定的财报发布和财报看涨期权。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/94057bf11ca8d7311db6c075ba98727b\" tg-width=\"1706\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The highlight on the&nbsp;economic&nbsp;calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.</p><p><blockquote>本周经济日历上的亮点将是周五的就业。美国劳工统计局预计7月份非农就业人数将增加625,000人，而6月份为850,000人。失业率预计将保持在6%以下。</blockquote></p><p> Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.</p><p><blockquote>本周公布的其他数据包括供应管理协会周一公布的7月份制造业采购经理人指数，随后是周三公布的服务业采购经理人指数。这两项经济活动指标预计都在61左右，这意味着强劲的扩张。</blockquote></p><p> <b>Monday 8/2</b></p><p><blockquote><b>星期一8/2</b></blockquote></p><p> CNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett &amp; Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.</p><p><blockquote>CNA Financial、Global Payments、JELD-WEN Holding、Loews、Arista Networks、Leggett&amp;Platt、Vornado Realty Trust、ZoomInfo Technologies、Woodward、Take-Two Interactive Software、喜力、Trex、法拉利、Ultra Clean Holdings和Simon Property Group预计将发布财务业绩。</blockquote></p><p> GE stock&nbsp;will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.</p><p><blockquote>通用电气股票周一开盘价约为每股104美元，周五收盘价为12.95美元。该公司周五晚上完成了8股1股的反向股票分割。</blockquote></p><p> <b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.</p><p><blockquote><b>供应研究所</b>管理层发布7月份制造业采购经理人指数。普遍预期为60.8，高于6月份的60.6。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.</p><p><blockquote><b>人口普查局</b>报告6月份建筑支出。继5月份下降0.3%后，预计环比增长0.4%。</blockquote></p><p> <b>Tuesday 8/3</b></p><p><blockquote><b>星期二8/3</b></blockquote></p><p> Eaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun &amp; Bradstreet Holdings,ConocoPhillips, and&nbsp;Jacobs Engineering Grouphost conference calls to discuss financial results.</p><p><blockquote>Eaton、BP、Under Armour、Lyft、Clorox、Amgen、Akamai Technologies、Cummins、Eli Lilly、阿里巴巴-SW集团控股、Nikola、EnPro Industries、Warner Music Group、Pitney Bowes、Tennant、Phillips 66、KKR、Gartner、Henry Schein、Dun&amp;Bradstreet Holdings、ConocoPhillips和Jacobs Engineering Group在评级召开会议讨论财务业绩。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.</p><p><blockquote><b>人口普查局</b>预计将报告6月份的工厂订单。经济学家预测当月订单增长1.0%，而5月份为增长1.7%。</blockquote></p><p> <b>Wednesday 8/4</b></p><p><blockquote><b>星期三8/4</b></blockquote></p><p> Sony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.</p><p><blockquote>Sony Group、CVS Health、卡夫亨氏、软银、General Motors、Progressive、Etsy、Electronic Arts、Western Digital、Uber Technologies、Roku、MGM Resorts International、Fox和Re/Max Holdings预计将举行财报评级。</blockquote></p><p> <b>The Bureau of Economic</b>&nbsp;Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.</p><p><blockquote><b>经济局</b>分析报告7月份轻型汽车销量。预计看涨期权经季节调整后的年产量为1530万辆，而6月份为1540万辆。</blockquote></p><p> <b>The ISM releases</b>&nbsp;its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.</p><p><blockquote><b>ISM发布</b>7月份服务业PMI。普遍预期为60.8，而6月份为60.1。</blockquote></p><p> <b>ADP releases</b>&nbsp;its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.</p><p><blockquote><b>ADP释放</b>七月份全国就业报告。市场普遍估计非农私营部门就业人数将增加635,000人，6月份增加692,000人。</blockquote></p><p> <b>Thursday 8/5</b></p><p><blockquote><b>星期四8/5</b></blockquote></p><p> Zillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman &amp; Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and&nbsp;Siemensare expected to report financial results.</p><p><blockquote>Zillow Group、Beyond Meat、Yelp、Wayfair、Kellogg、Bayer、HanesBrands、Moderna、Regeneron Pharmaceuticals、Switch、Cushman&amp;Wakefield、ViacomCBS、Cigna、Duke Energy、Square、新闻集团和西门子预计将公布财务业绩。</blockquote></p><p> Friday 8/6</p><p><blockquote>星期五8/6</blockquote></p><p> <b>The BLS releases the jobs report</b>&nbsp;for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.</p><p><blockquote><b>美国劳工统计局发布就业报告</b>为了七月。经济学家预测，继6月份非农就业人数增加85万人之后，非农就业人数将增加80万人。失业率预计将从5.9%小幅降至5.8%。</blockquote></p><p> DraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.</p><p><blockquote>DraftKings、Dominion Energy、Gannett、MGM Growth Properties、AMC Networks、Canopy Growth、猫途鹰、Spectrum Brands Holdings、E.WScripps、Cinemark Holdings和Manitowoc在评级主办会议讨论财务业绩。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week<blockquote>阿里巴巴-SW、Uber、DraftKings、通用汽车、Roku、EA、ViacomCBS等本周值得投资者关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week<blockquote>阿里巴巴-SW、Uber、DraftKings、通用汽车、Roku、EA、ViacomCBS等本周值得投资者关注的股票</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\">2021-08-02 06:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The parade of second-quarter results continues this week. No fewer than 143 S&amp;P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.</p><p><blockquote>第二季度业绩本周继续公布。除了数百家小盘股外，至少有143家标普500公司即将发布报告。法拉利、Vornado Realty Trust、Take-Two Interactive Software和Simon Property Group将于周一开始行动。随后，Lyft、阿里巴巴-SW集团控股、尼古拉、安德玛、礼来公司和康菲石油公司将于周二发布业绩。</blockquote></p><p> Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and&nbsp;ViacomCBS&nbsp;go on Thursday and&nbsp;DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation&nbsp;New Oriental Education &amp; Technology Group Inc. and&nbsp;TAL Education Group&nbsp;cancels scheduled earnings release and earnings call.</p><p><blockquote>周三将特别繁忙：通用汽车、Uber Technologies、Etsy、艺电、西部数据、Roku、CVS Health、卡夫亨氏和软银都有报告。Beyond Meat、Yelp、Wayfair、Moderna和ViacomCBS将于周四上市，DraftKings、Canopy Growth和Tripadvisor将于周五结束本周。中国教育企业新东方教育科技集团有限公司和好未来教育集团取消原定的财报发布和财报看涨期权。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/94057bf11ca8d7311db6c075ba98727b\" tg-width=\"1706\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The highlight on the&nbsp;economic&nbsp;calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.</p><p><blockquote>本周经济日历上的亮点将是周五的就业。美国劳工统计局预计7月份非农就业人数将增加625,000人，而6月份为850,000人。失业率预计将保持在6%以下。</blockquote></p><p> Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.</p><p><blockquote>本周公布的其他数据包括供应管理协会周一公布的7月份制造业采购经理人指数，随后是周三公布的服务业采购经理人指数。这两项经济活动指标预计都在61左右，这意味着强劲的扩张。</blockquote></p><p> <b>Monday 8/2</b></p><p><blockquote><b>星期一8/2</b></blockquote></p><p> CNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett &amp; Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.</p><p><blockquote>CNA Financial、Global Payments、JELD-WEN Holding、Loews、Arista Networks、Leggett&amp;Platt、Vornado Realty Trust、ZoomInfo Technologies、Woodward、Take-Two Interactive Software、喜力、Trex、法拉利、Ultra Clean Holdings和Simon Property Group预计将发布财务业绩。</blockquote></p><p> GE stock&nbsp;will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.</p><p><blockquote>通用电气股票周一开盘价约为每股104美元，周五收盘价为12.95美元。该公司周五晚上完成了8股1股的反向股票分割。</blockquote></p><p> <b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.</p><p><blockquote><b>供应研究所</b>管理层发布7月份制造业采购经理人指数。普遍预期为60.8，高于6月份的60.6。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.</p><p><blockquote><b>人口普查局</b>报告6月份建筑支出。继5月份下降0.3%后，预计环比增长0.4%。</blockquote></p><p> <b>Tuesday 8/3</b></p><p><blockquote><b>星期二8/3</b></blockquote></p><p> Eaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun &amp; Bradstreet Holdings,ConocoPhillips, and&nbsp;Jacobs Engineering Grouphost conference calls to discuss financial results.</p><p><blockquote>Eaton、BP、Under Armour、Lyft、Clorox、Amgen、Akamai Technologies、Cummins、Eli Lilly、阿里巴巴-SW集团控股、Nikola、EnPro Industries、Warner Music Group、Pitney Bowes、Tennant、Phillips 66、KKR、Gartner、Henry Schein、Dun&amp;Bradstreet Holdings、ConocoPhillips和Jacobs Engineering Group在评级召开会议讨论财务业绩。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.</p><p><blockquote><b>人口普查局</b>预计将报告6月份的工厂订单。经济学家预测当月订单增长1.0%，而5月份为增长1.7%。</blockquote></p><p> <b>Wednesday 8/4</b></p><p><blockquote><b>星期三8/4</b></blockquote></p><p> Sony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.</p><p><blockquote>Sony Group、CVS Health、卡夫亨氏、软银、General Motors、Progressive、Etsy、Electronic Arts、Western Digital、Uber Technologies、Roku、MGM Resorts International、Fox和Re/Max Holdings预计将举行财报评级。</blockquote></p><p> <b>The Bureau of Economic</b>&nbsp;Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.</p><p><blockquote><b>经济局</b>分析报告7月份轻型汽车销量。预计看涨期权经季节调整后的年产量为1530万辆，而6月份为1540万辆。</blockquote></p><p> <b>The ISM releases</b>&nbsp;its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.</p><p><blockquote><b>ISM发布</b>7月份服务业PMI。普遍预期为60.8，而6月份为60.1。</blockquote></p><p> <b>ADP releases</b>&nbsp;its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.</p><p><blockquote><b>ADP释放</b>七月份全国就业报告。市场普遍估计非农私营部门就业人数将增加635,000人，6月份增加692,000人。</blockquote></p><p> <b>Thursday 8/5</b></p><p><blockquote><b>星期四8/5</b></blockquote></p><p> Zillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman &amp; Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and&nbsp;Siemensare expected to report financial results.</p><p><blockquote>Zillow Group、Beyond Meat、Yelp、Wayfair、Kellogg、Bayer、HanesBrands、Moderna、Regeneron Pharmaceuticals、Switch、Cushman&amp;Wakefield、ViacomCBS、Cigna、Duke Energy、Square、新闻集团和西门子预计将公布财务业绩。</blockquote></p><p> Friday 8/6</p><p><blockquote>星期五8/6</blockquote></p><p> <b>The BLS releases the jobs report</b>&nbsp;for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.</p><p><blockquote><b>美国劳工统计局发布就业报告</b>为了七月。经济学家预测，继6月份非农就业人数增加85万人之后，非农就业人数将增加80万人。失业率预计将从5.9%小幅降至5.8%。</blockquote></p><p> DraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.</p><p><blockquote>DraftKings、Dominion Energy、Gannett、MGM Growth Properties、AMC Networks、Canopy Growth、猫途鹰、Spectrum Brands Holdings、E.WScripps、Cinemark Holdings和Manitowoc在评级主办会议讨论财务业绩。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DKNG":"DraftKings Inc.","GE":"GE航空航天",".IXIC":"NASDAQ Composite","GM":"通用汽车","EA":"艺电","UBER":"优步","ROKU":"Roku Inc",".SPX":"S&P 500 Index",".DJI":"道琼斯","BABA":"阿里巴巴"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170689665","content_text":"The parade of second-quarter results continues this week. No fewer than 143 S&P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.\nWednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and ViacomCBS go on Thursday and DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation New Oriental Education & Technology Group Inc. and TAL Education Group cancels scheduled earnings release and earnings call.\n\nThe highlight on the economic calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.\nOther data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.\nMonday 8/2\nCNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett & Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.\nGE stock will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.\nThe Institute for Supply Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.\nThe Census Bureau reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.\nTuesday 8/3\nEaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun & Bradstreet Holdings,ConocoPhillips, and Jacobs Engineering Grouphost conference calls to discuss financial results.\nThe Census Bureau is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.\nWednesday 8/4\nSony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.\nThe Bureau of Economic Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.\nThe ISM releases its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.\nADP releases its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.\nThursday 8/5\nZillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman & Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and Siemensare expected to report financial results.\nFriday 8/6\nThe BLS releases the jobs report for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.\nDraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.","news_type":1,"symbols_score_info":{"GM":0.9,"EA":0.9,".SPX":0.9,"DKNG":0.9,".DJI":0.9,"VIAC":0.9,"BABA":0.9,"UBER":0.9,"GE":0.9,".IXIC":0.9,"ROKU":0.9}},"isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143440585,"gmtCreate":1625812481847,"gmtModify":1633937067936,"author":{"id":"3575247585577854","authorId":"3575247585577854","name":"Tgbdisciple","avatar":"https://static.tigerbbs.com/7c099c9cab7661dd2fa5c44752e05414","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575247585577854","idStr":"3575247585577854"},"themes":[],"htmlText":"Leave a comment","listText":"Leave a comment","text":"Leave a comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/143440585","repostId":"2150320772","repostType":4,"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":605825231,"gmtCreate":1639146965542,"gmtModify":1639147045488,"author":{"id":"3575247585577854","authorId":"3575247585577854","name":"Tgbdisciple","avatar":"https://static.tigerbbs.com/7c099c9cab7661dd2fa5c44752e05414","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575247585577854","idStr":"3575247585577854"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605825231","repostId":"1191109766","repostType":4,"repost":{"id":"1191109766","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":1639146697,"share":"https://www.laohu8.com/m/news/1191109766?lang=zh_CN&edition=full","pubTime":"2021-12-10 22:31","market":"us","language":"en","title":"U.S. stocks open solidly higher after Friday's hot inflation reading<blockquote>周五通胀数据公布后，美国股市大幅高开</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1191109766","media":"Tiger Newspress","summary":"The major averages rose on Friday, extending Wall Street’s strong rally this week, despite inflation","content":"<p>The major averages rose on Friday, extending Wall Street’s strong rally this week, despite inflation hitting a 39-year high.</p><p><blockquote>尽管通胀创39年来新高，但主要股指周五上涨，延续了华尔街本周的强劲涨势。</blockquote></p><p> The Dow Jones Industrial Average rose 158 points, or 0.4%. The S&amp;P 500 rose 0.6% and the technology-focused Nasdaq Composite added 0.72%.</p><p><blockquote>道琼斯工业平均指数上涨158点，涨幅0.4%。标普500上涨0.6%，以科技股为主的纳斯达克综合指数上涨0.72%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b873ac71a230a8d742db043325703697\" tg-width=\"1035\" tg-height=\"450\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Inflation soared 6.8% year-over-year in November&nbsp;to fastest rate since 1982, the Labor Department said Friday. The print came in slightly higher than the 6.7% Dow Jones estimate. The consumer price index, which measures the cost of a wide-ranging basket of goods, rose 0.8% for the month.</p><p><blockquote>美国劳工部周五表示，11月份通胀率同比飙升6.8%，达到1982年以来的最快速度。这一数字略高于道琼斯6.7%的预期。衡量一篮子广泛商品成本的消费者价格指数本月上涨0.8%。</blockquote></p><p> Oracle&nbsp;shares soared, gaining more than 17%, a dayafter beating earnings&nbsp;on the top and bottom lines.</p><p><blockquote>甲骨文股价飙升，涨幅超过17%，在一天之后，股价突破了顶部和底部。</blockquote></p><p> Southwest Airlines&nbsp;dropped 2.5% following another downgrade on Wall Street, this time from Goldman Sachs. The industry has been deemed susceptible to inflation risk.</p><p><blockquote>高盛再次下调华尔街评级后，西南航空股价下跌2.5%。该行业被认为容易受到通胀风险的影响。</blockquote></p><p> Interactive fitness company&nbsp;Peloton&nbsp;added to its woes, dropping 2%&nbsp;after tumbling 11.3% on Thursday. Credit Suisse cut its view on the company, saying a return to gyms and shifts in consumer spending will weigh on profitability.</p><p><blockquote>互动健身公司Peloton雪上加霜，继周四暴跌11.3%后，股价下跌2%。瑞士信贷下调了对该公司的看法，称健身房的回归和消费者支出的转变将影响盈利能力。</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>U.S. stocks open solidly higher after Friday's hot inflation reading<blockquote>周五通胀数据公布后，美国股市大幅高开</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\">\nU.S. stocks open solidly higher after Friday's hot inflation reading<blockquote>周五通胀数据公布后，美国股市大幅高开</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-10 22:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The major averages rose on Friday, extending Wall Street’s strong rally this week, despite inflation hitting a 39-year high.</p><p><blockquote>尽管通胀创39年来新高，但主要股指周五上涨，延续了华尔街本周的强劲涨势。</blockquote></p><p> The Dow Jones Industrial Average rose 158 points, or 0.4%. The S&amp;P 500 rose 0.6% and the technology-focused Nasdaq Composite added 0.72%.</p><p><blockquote>道琼斯工业平均指数上涨158点，涨幅0.4%。标普500上涨0.6%，以科技股为主的纳斯达克综合指数上涨0.72%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b873ac71a230a8d742db043325703697\" tg-width=\"1035\" tg-height=\"450\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Inflation soared 6.8% year-over-year in November&nbsp;to fastest rate since 1982, the Labor Department said Friday. The print came in slightly higher than the 6.7% Dow Jones estimate. The consumer price index, which measures the cost of a wide-ranging basket of goods, rose 0.8% for the month.</p><p><blockquote>美国劳工部周五表示，11月份通胀率同比飙升6.8%，达到1982年以来的最快速度。这一数字略高于道琼斯6.7%的预期。衡量一篮子广泛商品成本的消费者价格指数本月上涨0.8%。</blockquote></p><p> Oracle&nbsp;shares soared, gaining more than 17%, a dayafter beating earnings&nbsp;on the top and bottom lines.</p><p><blockquote>甲骨文股价飙升，涨幅超过17%，在一天之后，股价突破了顶部和底部。</blockquote></p><p> Southwest Airlines&nbsp;dropped 2.5% following another downgrade on Wall Street, this time from Goldman Sachs. The industry has been deemed susceptible to inflation risk.</p><p><blockquote>高盛再次下调华尔街评级后，西南航空股价下跌2.5%。该行业被认为容易受到通胀风险的影响。</blockquote></p><p> Interactive fitness company&nbsp;Peloton&nbsp;added to its woes, dropping 2%&nbsp;after tumbling 11.3% on Thursday. Credit Suisse cut its view on the company, saying a return to gyms and shifts in consumer spending will weigh on profitability.</p><p><blockquote>互动健身公司Peloton雪上加霜，继周四暴跌11.3%后，股价下跌2%。瑞士信贷下调了对该公司的看法，称健身房的回归和消费者支出的转变将影响盈利能力。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191109766","content_text":"The major averages rose on Friday, extending Wall Street’s strong rally this week, despite inflation hitting a 39-year high.\nThe Dow Jones Industrial Average rose 158 points, or 0.4%. The S&P 500 rose 0.6% and the technology-focused Nasdaq Composite added 0.72%.\n\nInflation soared 6.8% year-over-year in November to fastest rate since 1982, the Labor Department said Friday. The print came in slightly higher than the 6.7% Dow Jones estimate. The consumer price index, which measures the cost of a wide-ranging basket of goods, rose 0.8% for the month.\nOracle shares soared, gaining more than 17%, a dayafter beating earnings on the top and bottom lines.\nSouthwest Airlines dropped 2.5% following another downgrade on Wall Street, this time from Goldman Sachs. The industry has been deemed susceptible to inflation risk.\nInteractive fitness company Peloton added to its woes, dropping 2% after tumbling 11.3% on Thursday. Credit Suisse cut its view on the company, saying a return to gyms and shifts in consumer spending will weigh on profitability.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846061190,"gmtCreate":1636035584969,"gmtModify":1636035585168,"author":{"id":"3575247585577854","authorId":"3575247585577854","name":"Tgbdisciple","avatar":"https://static.tigerbbs.com/7c099c9cab7661dd2fa5c44752e05414","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575247585577854","idStr":"3575247585577854"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/846061190","repostId":"1110474410","repostType":4,"repost":{"id":"1110474410","kind":"news","pubTimestamp":1636034860,"share":"https://www.laohu8.com/m/news/1110474410?lang=zh_CN&edition=full","pubTime":"2021-11-04 22:07","market":"us","language":"en","title":"NeoPhotonics Stock Soars. It’s Being Acquired by Apple Supplier Lumentum.<blockquote>NeoPhotonics股票飙升。它被苹果供应商Lumentum收购。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1110474410","media":"Barrons","summary":"Laser manufacturer NeoPhotonics is being acquired by Lumentum in a bid by the Apple supplier to expa","content":"<p>Laser manufacturer&nbsp;NeoPhotonics&nbsp;is being acquired by&nbsp;Lumentum&nbsp;in a bid by the Apple supplier to expand its presence in high-speed optical networks.</p><p><blockquote>激光制造商NeoPhotonics正在被Lumentum收购，这家苹果供应商试图扩大其在高速光网络领域的业务。</blockquote></p><p> Lumentum (ticker: LITE) will pay NeoPhotonics (NPTN) stockholders $16 a share in an all-cash transaction. The deal is valued at about $918 million.</p><p><blockquote>Lumentum（股票代码：LITE）将通过全现金交易向NeoPhotonics(NPTN)股东支付每股16美元。该交易价值约9.18亿美元。</blockquote></p><p> “With NeoPhotonics,&nbsp;we’re making another important investment in better serving our customers and expanding our photonics capabilities at a time when photonics are at the forefront of favorable long-term market trends,” said&nbsp;Alan Lowe, Lumentum president and CEO.</p><p><blockquote>Lumentum总裁兼首席执行官Alan Lowe表示：“在光子学处于有利的长期市场趋势的最前沿之际，我们正在通过NeoPhotonics进行另一项重要投资，以更好地为客户服务并扩展我们的光子学能力。”</blockquote></p><p> NeoPhotonics stock was soaring nearly 34% to $15.41 early Thursday. Shares of Lumentum dropped 1%.</p><p><blockquote>周四早些时候，NeoPhotonics股价飙升近34%，至15.41美元。Lumentum股价下跌1%。</blockquote></p><p> The acquisition will accelerate Lumentum’s exposure to the growing $10 billion market for high-speed cloud and telecom network infrastructure. Executives expect it will generate more than $50 million in annual synergies within 24 months from the deal closing.</p><p><blockquote>此次收购将加速Lumentum涉足不断增长的100亿美元高速云和电信网络基础设施市场。高管们预计，交易完成后24个月内，该公司将产生超过5000万美元的年度协同效应。</blockquote></p><p> The deal is expected to close in the second half of 2022. In the meantime, Lumentum will provide up to $50 million in term loans to NeoPhotonics to fund anticipated growth.</p><p><blockquote>该交易预计将于2022年下半年完成。与此同时，Lumentum将向NeoPhotonics提供高达5000万美元的定期贷款，为预期增长提供资金。</blockquote></p><p> Lumentum is Apple’s main supplier of the 3D sensors the tech giant uses in its Face ID technology. Earlier this year, Lumentum bought out laser competitor Coherent in a $5.7 billion deal amid an ongoing consolidation wave in the optical components industry. Lumentum acquired Oclaro in 2018.</p><p><blockquote>Lumentum是苹果在Face ID技术中使用的3D传感器的主要供应商。今年早些时候，在光学元件行业持续的整合浪潮中，Lumentum以57亿美元的价格收购了激光竞争对手Coherent。Lumentum于2018年收购了Oclaro。</blockquote></p><p> Lumentum also reported fiscal first-quarter earnings on Thursday. Lumentum posted adjusted earnings of $1.79 a share on revenue of $448.4 million. Analysts were looking for profit of $1.55 a share on revenue of $439.5 million.</p><p><blockquote>Lumentum周四还公布了第一财季收益。Lumentum公布调整后每股收益为1.79美元，营收为4.484亿美元。分析师预计每股利润为1.55美元，营收为4.395亿美元。</blockquote></p><p> NeoPhotonics develops and manufactures lasers used to transmit and receive digital signals for the cloud, internet content providers and telecom networks. One of the company’s biggest customer was Chinese technology manufacturer Huawei, but the business took a hit in August 2020 when the Department of Commerce imposed restrictions on Huawei. In the last quarter before the restrictions, Huawei accounted for about $40 million of revenue.</p><p><blockquote>NeoPhotonics开发和制造用于为云、互联网内容提供商和电信网络传输和接收数字信号的激光器。该公司最大的客户之一是中国科技制造商华为，但该业务在2020年8月因商务部对华为实施限制而受到打击。在限制前的最后一个季度，华为的收入约为4000万美元。</blockquote></p><p> The company has since made up for the loss, and reported earnings Thursday that beat analysts’ expectations. NeoPhotonics reported earnings of 1 cent a share on revenue of $83.7 million in its third quarter. Analysts surveyed by FactSet were expecting a loss of 4 cents a share on revenue of $79.9 million.</p><p><blockquote>此后，该公司弥补了损失，并于周四公布的盈利超出了分析师的预期。NeoPhotonics报告第三季度每股收益为1美分，营收为8370万美元。FactSet调查的分析师预计每股亏损4美分，营收为7990万美元。</blockquote></p><p> “The increasing global demand for our ultra-pure light tunable lasers and photonics technologies for speed over distance applications is more apparent than ever, and Lumentum is the ideal partner to serve our customers on a larger scale,” said NeoPhotonics CEO Tim Jenks.</p><p><blockquote>NeoPhotonics首席执行官蒂姆·詹克斯(Tim Jenks)表示：“全球对我们超纯光可调谐激光器和光子学技术用于远距离速度应用的需求日益增长，这比以往任何时候都更加明显，Lumentum是为我们的客户提供更大规模服务的理想合作伙伴。”</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NeoPhotonics Stock Soars. It’s Being Acquired by Apple Supplier Lumentum.<blockquote>NeoPhotonics股票飙升。它被苹果供应商Lumentum收购。</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\">\nNeoPhotonics Stock Soars. It’s Being Acquired by Apple Supplier Lumentum.<blockquote>NeoPhotonics股票飙升。它被苹果供应商Lumentum收购。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-04 22:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Laser manufacturer&nbsp;NeoPhotonics&nbsp;is being acquired by&nbsp;Lumentum&nbsp;in a bid by the Apple supplier to expand its presence in high-speed optical networks.</p><p><blockquote>激光制造商NeoPhotonics正在被Lumentum收购，这家苹果供应商试图扩大其在高速光网络领域的业务。</blockquote></p><p> Lumentum (ticker: LITE) will pay NeoPhotonics (NPTN) stockholders $16 a share in an all-cash transaction. The deal is valued at about $918 million.</p><p><blockquote>Lumentum（股票代码：LITE）将通过全现金交易向NeoPhotonics(NPTN)股东支付每股16美元。该交易价值约9.18亿美元。</blockquote></p><p> “With NeoPhotonics,&nbsp;we’re making another important investment in better serving our customers and expanding our photonics capabilities at a time when photonics are at the forefront of favorable long-term market trends,” said&nbsp;Alan Lowe, Lumentum president and CEO.</p><p><blockquote>Lumentum总裁兼首席执行官Alan Lowe表示：“在光子学处于有利的长期市场趋势的最前沿之际，我们正在通过NeoPhotonics进行另一项重要投资，以更好地为客户服务并扩展我们的光子学能力。”</blockquote></p><p> NeoPhotonics stock was soaring nearly 34% to $15.41 early Thursday. Shares of Lumentum dropped 1%.</p><p><blockquote>周四早些时候，NeoPhotonics股价飙升近34%，至15.41美元。Lumentum股价下跌1%。</blockquote></p><p> The acquisition will accelerate Lumentum’s exposure to the growing $10 billion market for high-speed cloud and telecom network infrastructure. Executives expect it will generate more than $50 million in annual synergies within 24 months from the deal closing.</p><p><blockquote>此次收购将加速Lumentum涉足不断增长的100亿美元高速云和电信网络基础设施市场。高管们预计，交易完成后24个月内，该公司将产生超过5000万美元的年度协同效应。</blockquote></p><p> The deal is expected to close in the second half of 2022. In the meantime, Lumentum will provide up to $50 million in term loans to NeoPhotonics to fund anticipated growth.</p><p><blockquote>该交易预计将于2022年下半年完成。与此同时，Lumentum将向NeoPhotonics提供高达5000万美元的定期贷款，为预期增长提供资金。</blockquote></p><p> Lumentum is Apple’s main supplier of the 3D sensors the tech giant uses in its Face ID technology. Earlier this year, Lumentum bought out laser competitor Coherent in a $5.7 billion deal amid an ongoing consolidation wave in the optical components industry. Lumentum acquired Oclaro in 2018.</p><p><blockquote>Lumentum是苹果在Face ID技术中使用的3D传感器的主要供应商。今年早些时候，在光学元件行业持续的整合浪潮中，Lumentum以57亿美元的价格收购了激光竞争对手Coherent。Lumentum于2018年收购了Oclaro。</blockquote></p><p> Lumentum also reported fiscal first-quarter earnings on Thursday. Lumentum posted adjusted earnings of $1.79 a share on revenue of $448.4 million. Analysts were looking for profit of $1.55 a share on revenue of $439.5 million.</p><p><blockquote>Lumentum周四还公布了第一财季收益。Lumentum公布调整后每股收益为1.79美元，营收为4.484亿美元。分析师预计每股利润为1.55美元，营收为4.395亿美元。</blockquote></p><p> NeoPhotonics develops and manufactures lasers used to transmit and receive digital signals for the cloud, internet content providers and telecom networks. One of the company’s biggest customer was Chinese technology manufacturer Huawei, but the business took a hit in August 2020 when the Department of Commerce imposed restrictions on Huawei. In the last quarter before the restrictions, Huawei accounted for about $40 million of revenue.</p><p><blockquote>NeoPhotonics开发和制造用于为云、互联网内容提供商和电信网络传输和接收数字信号的激光器。该公司最大的客户之一是中国科技制造商华为，但该业务在2020年8月因商务部对华为实施限制而受到打击。在限制前的最后一个季度，华为的收入约为4000万美元。</blockquote></p><p> The company has since made up for the loss, and reported earnings Thursday that beat analysts’ expectations. NeoPhotonics reported earnings of 1 cent a share on revenue of $83.7 million in its third quarter. Analysts surveyed by FactSet were expecting a loss of 4 cents a share on revenue of $79.9 million.</p><p><blockquote>此后，该公司弥补了损失，并于周四公布的盈利超出了分析师的预期。NeoPhotonics报告第三季度每股收益为1美分，营收为8370万美元。FactSet调查的分析师预计每股亏损4美分，营收为7990万美元。</blockquote></p><p> “The increasing global demand for our ultra-pure light tunable lasers and photonics technologies for speed over distance applications is more apparent than ever, and Lumentum is the ideal partner to serve our customers on a larger scale,” said NeoPhotonics CEO Tim Jenks.</p><p><blockquote>NeoPhotonics首席执行官蒂姆·詹克斯(Tim Jenks)表示：“全球对我们超纯光可调谐激光器和光子学技术用于远距离速度应用的需求日益增长，这比以往任何时候都更加明显，Lumentum是为我们的客户提供更大规模服务的理想合作伙伴。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/neophotonics-stock-soars-lumentum-acquisition-51636034034?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LITE":"Lumentum Holdings Inc."},"source_url":"https://www.barrons.com/articles/neophotonics-stock-soars-lumentum-acquisition-51636034034?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110474410","content_text":"Laser manufacturer NeoPhotonics is being acquired by Lumentum in a bid by the Apple supplier to expand its presence in high-speed optical networks.\nLumentum (ticker: LITE) will pay NeoPhotonics (NPTN) stockholders $16 a share in an all-cash transaction. The deal is valued at about $918 million.\n“With NeoPhotonics, we’re making another important investment in better serving our customers and expanding our photonics capabilities at a time when photonics are at the forefront of favorable long-term market trends,” said Alan Lowe, Lumentum president and CEO.\nNeoPhotonics stock was soaring nearly 34% to $15.41 early Thursday. Shares of Lumentum dropped 1%.\nThe acquisition will accelerate Lumentum’s exposure to the growing $10 billion market for high-speed cloud and telecom network infrastructure. Executives expect it will generate more than $50 million in annual synergies within 24 months from the deal closing.\nThe deal is expected to close in the second half of 2022. In the meantime, Lumentum will provide up to $50 million in term loans to NeoPhotonics to fund anticipated growth.\nLumentum is Apple’s main supplier of the 3D sensors the tech giant uses in its Face ID technology. Earlier this year, Lumentum bought out laser competitor Coherent in a $5.7 billion deal amid an ongoing consolidation wave in the optical components industry. Lumentum acquired Oclaro in 2018.\nLumentum also reported fiscal first-quarter earnings on Thursday. Lumentum posted adjusted earnings of $1.79 a share on revenue of $448.4 million. Analysts were looking for profit of $1.55 a share on revenue of $439.5 million.\nNeoPhotonics develops and manufactures lasers used to transmit and receive digital signals for the cloud, internet content providers and telecom networks. One of the company’s biggest customer was Chinese technology manufacturer Huawei, but the business took a hit in August 2020 when the Department of Commerce imposed restrictions on Huawei. In the last quarter before the restrictions, Huawei accounted for about $40 million of revenue.\nThe company has since made up for the loss, and reported earnings Thursday that beat analysts’ expectations. NeoPhotonics reported earnings of 1 cent a share on revenue of $83.7 million in its third quarter. Analysts surveyed by FactSet were expecting a loss of 4 cents a share on revenue of $79.9 million.\n“The increasing global demand for our ultra-pure light tunable lasers and photonics technologies for speed over distance applications is more apparent than ever, and Lumentum is the ideal partner to serve our customers on a larger scale,” said NeoPhotonics CEO Tim Jenks.","news_type":1,"symbols_score_info":{"NPTN":0.9,"LITE":0.9}},"isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840148662,"gmtCreate":1635610556593,"gmtModify":1635610556656,"author":{"id":"3575247585577854","authorId":"3575247585577854","name":"Tgbdisciple","avatar":"https://static.tigerbbs.com/7c099c9cab7661dd2fa5c44752e05414","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575247585577854","idStr":"3575247585577854"},"themes":[],"htmlText":"Noice","listText":"Noice","text":"Noice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/840148662","repostId":"2179223688","repostType":4,"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":888184166,"gmtCreate":1631457319055,"gmtModify":1631889936639,"author":{"id":"3575247585577854","authorId":"3575247585577854","name":"Tgbdisciple","avatar":"https://static.tigerbbs.com/7c099c9cab7661dd2fa5c44752e05414","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575247585577854","idStr":"3575247585577854"},"themes":[],"htmlText":"Oh no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/888184166","repostId":"1189654544","repostType":4,"repost":{"id":"1189654544","kind":"news","pubTimestamp":1631406130,"share":"https://www.laohu8.com/m/news/1189654544?lang=zh_CN&edition=full","pubTime":"2021-09-12 08:22","market":"us","language":"en","title":"US IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week<blockquote>美国IPO周：秋季IPO市场以10周IPO拉开帷幕</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189654544","media":"Renaissance Capital","summary":"After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion i","content":"<p>After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.</p><p><blockquote>在短暂的假期周经历了一波发行之后，未来一周将有10起IPO计划筹集超过30亿美元的资金。</blockquote></p><p> Tech consultancy&nbsp;<b>Thoughtworks</b>(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.</p><p><blockquote>技术咨询<b>Thoughtworks</b>(TWKS)计划以63亿美元的市值筹集7亿美元。这家敏捷软件开发商为300多家企业客户提供优质的端到端数字战略、设计和工程服务。从2017年到2020年，该公司的收入复合年增长率为14%，并在2020年和2021年上半年扩大了利润率。</blockquote></p><p> Swiss running shoe brand&nbsp;<b>On Holding</b>(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.</p><p><blockquote>瑞士跑鞋品牌<b>持有时</b>(ONON)计划以59亿美元的市值筹集5.91亿美元。On是一家全球优质运动鞋、服装和配饰供应商，采用可持续材料及其专有技术设计。尽管面临来自其他知名运动服装品牌的激烈竞争，但该公司已展现出增长和盈利能力。</blockquote></p><p> After ending talks to go public via SPAC,<b>Sportradar Group</b>(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.</p><p><blockquote>在结束通过SPAC上市的谈判后，<b>Sportradar集团</b>(SRAD)计划以79亿美元的市值筹集5.04亿美元。这家瑞士公司每年报道83项运动的750,000多场赛事，为体育联盟、博彩运营商和媒体公司提供软件、数据和内容。Sportradar已实现盈利，随着体育直播的恢复，2021年上半年增长加速。</blockquote></p><p> Drive-thru coffee chain&nbsp;<b>Dutch Bros</b>(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.</p><p><blockquote>得来速咖啡连锁店<b>荷兰兄弟</b>(BROS)计划以33亿美元的市值筹集4亿美元。这家总部位于俄勒冈州的公司在美国西部拥有471家得来速咖啡店连锁店，随着业务扩展到新州，它一直能够保持同店销售增长的记录。内部人士收到了IPO前的股息，并将把股票卖回给公司。</blockquote></p><p> Healthcare intelligence platform&nbsp;<b>Definitive Healthcare</b>(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.</p><p><blockquote>医疗智能平台<b>权威医疗保健</b>(DH)计划以33亿美元的市值筹集3.5亿美元。该公司提供医疗保健商业智能和分析平台，帮助其客户分析、导航和销售复杂的医疗保健生态系统。由于增长强劲，Definitive Healthcare尚未盈利，但将在IPO后进行杠杆化。</blockquote></p><p> Identity management platform&nbsp;<b>ForgeRock</b>(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.</p><p><blockquote>身份管理平台<b>ForgeRock</b>(FORG)计划以21亿美元的市值筹集2.48亿美元。该公司提供身份和访问管理软件，以及一个提供、认证和管理所有类型数字身份的平台。由于销售和营销费用高昂，ForgeRock无利可图，是价值数十亿美元的身份和访问市场中领先的下一代提供商。</blockquote></p><p> Immunology biotech&nbsp;<b>DICE Therapeutics</b>(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.</p><p><blockquote>免疫学生物技术<b>骰子疗法</b>(DICE)计划以5.5亿美元的市值筹集1.6亿美元。这家生物技术公司正在开发口服小分子疗法，以治疗免疫学和其他治疗领域的慢性疾病。DICE计划启动其主要候选药物S011806的1期试验，这是一种具有多种免疫学适应症的口服拮抗剂。</blockquote></p><p> Surgical robotics developer&nbsp;<b>PROCEPT BioRobotics</b>(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.</p><p><blockquote>手术机器人开发商<b>PROCEPT生物机器人</b>(PRCT)计划以11亿美元的市值筹集1.27亿美元。这家商业阶段的公司开发用于微创泌尿外科手术的手术机器人系统，最初的重点是治疗良性前列腺增生。PROCEPT BioRobotics非常无利可图，2021年上半年收入增长了六倍多。</blockquote></p><p> Oncology biotech&nbsp;<b>Tyra Biosciences</b>(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.</p><p><blockquote>肿瘤生物技术<b>泰拉生物科学公司</b>(TYRA)计划以5.84亿美元的市值筹集1.01亿美元。这家临床前生物技术公司正在开发用于癌症，特别是实体瘤的FGFR激酶抑制剂。Tyra的主要候选药物最初专注于膀胱癌，该公司预计将于2022年中期提交IND。</blockquote></p><p> Micro-cap gas delivery service&nbsp;<b>EzFill Holdings</b>(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.</p><p><blockquote>微帽气体输送服务<b>埃兹菲尔控股</b>(EZFL)计划以1.04亿美元的市值筹集2500万美元。这家移动加油公司通过移动应用程序在佛罗里达州提供按需加油服务。由于爆炸性增长，EzFill表示，它是南佛罗里达州市场的主导者。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/718698ff98644c4026f32efe91d076c6\" tg-width=\"1128\" tg-height=\"684\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/97fe13300d9e4cf61effc59b9706776a\" tg-width=\"1129\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&amp;P 500 was up 19.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 11.0% year-to-date, while the ACWX was up 10.0%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至9/9/21，文艺复兴IPO指数今年迄今上涨了7.7%，而标普500上涨了19.6%。Renaissance Capital的IPO ETF（纽约证券交易所股票代码：IPO）跟踪该指数，持有的顶级ETF包括Snowflake（SNOW）和Palantir Technologies（PLTR）。Renaissance International IPO指数今年迄今下跌11.0%，而ACWX指数上涨10.0%。Renaissance Capital的国际IPO ETF（纽约证券交易所股票代码：IPOS）跟踪该指数，持有的顶级ETF包括思摩尔国际和殷拓合伙人。</blockquote></p><p></p>","source":"lsy1603787993745","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>US IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week<blockquote>美国IPO周：秋季IPO市场以10周IPO拉开帷幕</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\">\nUS IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week<blockquote>美国IPO周：秋季IPO市场以10周IPO拉开帷幕</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Renaissance Capital</strong><span class=\"h-time small\">2021-09-12 08:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.</p><p><blockquote>在短暂的假期周经历了一波发行之后，未来一周将有10起IPO计划筹集超过30亿美元的资金。</blockquote></p><p> Tech consultancy&nbsp;<b>Thoughtworks</b>(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.</p><p><blockquote>技术咨询<b>Thoughtworks</b>(TWKS)计划以63亿美元的市值筹集7亿美元。这家敏捷软件开发商为300多家企业客户提供优质的端到端数字战略、设计和工程服务。从2017年到2020年，该公司的收入复合年增长率为14%，并在2020年和2021年上半年扩大了利润率。</blockquote></p><p> Swiss running shoe brand&nbsp;<b>On Holding</b>(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.</p><p><blockquote>瑞士跑鞋品牌<b>持有时</b>(ONON)计划以59亿美元的市值筹集5.91亿美元。On是一家全球优质运动鞋、服装和配饰供应商，采用可持续材料及其专有技术设计。尽管面临来自其他知名运动服装品牌的激烈竞争，但该公司已展现出增长和盈利能力。</blockquote></p><p> After ending talks to go public via SPAC,<b>Sportradar Group</b>(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.</p><p><blockquote>在结束通过SPAC上市的谈判后，<b>Sportradar集团</b>(SRAD)计划以79亿美元的市值筹集5.04亿美元。这家瑞士公司每年报道83项运动的750,000多场赛事，为体育联盟、博彩运营商和媒体公司提供软件、数据和内容。Sportradar已实现盈利，随着体育直播的恢复，2021年上半年增长加速。</blockquote></p><p> Drive-thru coffee chain&nbsp;<b>Dutch Bros</b>(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.</p><p><blockquote>得来速咖啡连锁店<b>荷兰兄弟</b>(BROS)计划以33亿美元的市值筹集4亿美元。这家总部位于俄勒冈州的公司在美国西部拥有471家得来速咖啡店连锁店，随着业务扩展到新州，它一直能够保持同店销售增长的记录。内部人士收到了IPO前的股息，并将把股票卖回给公司。</blockquote></p><p> Healthcare intelligence platform&nbsp;<b>Definitive Healthcare</b>(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.</p><p><blockquote>医疗智能平台<b>权威医疗保健</b>(DH)计划以33亿美元的市值筹集3.5亿美元。该公司提供医疗保健商业智能和分析平台，帮助其客户分析、导航和销售复杂的医疗保健生态系统。由于增长强劲，Definitive Healthcare尚未盈利，但将在IPO后进行杠杆化。</blockquote></p><p> Identity management platform&nbsp;<b>ForgeRock</b>(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.</p><p><blockquote>身份管理平台<b>ForgeRock</b>(FORG)计划以21亿美元的市值筹集2.48亿美元。该公司提供身份和访问管理软件，以及一个提供、认证和管理所有类型数字身份的平台。由于销售和营销费用高昂，ForgeRock无利可图，是价值数十亿美元的身份和访问市场中领先的下一代提供商。</blockquote></p><p> Immunology biotech&nbsp;<b>DICE Therapeutics</b>(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.</p><p><blockquote>免疫学生物技术<b>骰子疗法</b>(DICE)计划以5.5亿美元的市值筹集1.6亿美元。这家生物技术公司正在开发口服小分子疗法，以治疗免疫学和其他治疗领域的慢性疾病。DICE计划启动其主要候选药物S011806的1期试验，这是一种具有多种免疫学适应症的口服拮抗剂。</blockquote></p><p> Surgical robotics developer&nbsp;<b>PROCEPT BioRobotics</b>(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.</p><p><blockquote>手术机器人开发商<b>PROCEPT生物机器人</b>(PRCT)计划以11亿美元的市值筹集1.27亿美元。这家商业阶段的公司开发用于微创泌尿外科手术的手术机器人系统，最初的重点是治疗良性前列腺增生。PROCEPT BioRobotics非常无利可图，2021年上半年收入增长了六倍多。</blockquote></p><p> Oncology biotech&nbsp;<b>Tyra Biosciences</b>(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.</p><p><blockquote>肿瘤生物技术<b>泰拉生物科学公司</b>(TYRA)计划以5.84亿美元的市值筹集1.01亿美元。这家临床前生物技术公司正在开发用于癌症，特别是实体瘤的FGFR激酶抑制剂。Tyra的主要候选药物最初专注于膀胱癌，该公司预计将于2022年中期提交IND。</blockquote></p><p> Micro-cap gas delivery service&nbsp;<b>EzFill Holdings</b>(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.</p><p><blockquote>微帽气体输送服务<b>埃兹菲尔控股</b>(EZFL)计划以1.04亿美元的市值筹集2500万美元。这家移动加油公司通过移动应用程序在佛罗里达州提供按需加油服务。由于爆炸性增长，EzFill表示，它是南佛罗里达州市场的主导者。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/718698ff98644c4026f32efe91d076c6\" tg-width=\"1128\" tg-height=\"684\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/97fe13300d9e4cf61effc59b9706776a\" tg-width=\"1129\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&amp;P 500 was up 19.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 11.0% year-to-date, while the ACWX was up 10.0%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至9/9/21，文艺复兴IPO指数今年迄今上涨了7.7%，而标普500上涨了19.6%。Renaissance Capital的IPO ETF（纽约证券交易所股票代码：IPO）跟踪该指数，持有的顶级ETF包括Snowflake（SNOW）和Palantir Technologies（PLTR）。Renaissance International IPO指数今年迄今下跌11.0%，而ACWX指数上涨10.0%。Renaissance Capital的国际IPO ETF（纽约证券交易所股票代码：IPOS）跟踪该指数，持有的顶级ETF包括思摩尔国际和殷拓合伙人。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/85972/US-IPO-Week-Ahead-The-Fall-IPO-market-kicks-off-with-a-10-IPO-week\">Renaissance Capital</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","PRCT":"PROCEPT BioRobotics","DH":"Definitive Healthcare Corp.","BROS":"Dutch Bros Inc.","TWKS":"Thoughtworks Holding Inc.",".IXIC":"NASDAQ Composite","ONON":"On Holding AG","FORG":"ForgeRock, Inc.","TYRA":"Tyra Biosciences, Inc.","DICE":"DICE Therapeutics, Inc.","SRAD":"Sportradar Group AG",".SPX":"S&P 500 Index"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/85972/US-IPO-Week-Ahead-The-Fall-IPO-market-kicks-off-with-a-10-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189654544","content_text":"After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.\nTech consultancy Thoughtworks(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.\nSwiss running shoe brand On Holding(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.\nAfter ending talks to go public via SPAC,Sportradar Group(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.\nDrive-thru coffee chain Dutch Bros(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.\nHealthcare intelligence platform Definitive Healthcare(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.\nIdentity management platform ForgeRock(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.\nImmunology biotech DICE Therapeutics(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.\nSurgical robotics developer PROCEPT BioRobotics(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.\nOncology biotech Tyra Biosciences(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.\nMicro-cap gas delivery service EzFill Holdings(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.\n\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&P 500 was up 19.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 11.0% year-to-date, while the ACWX was up 10.0%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT 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23:00","market":"us","language":"en","title":"AMC, GameStop short sellers make a comeback as meme stocks buckle<blockquote>随着模因股票暴跌，AMC和游戏驿站卖空者卷土重来</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199342811","media":"Reuters","summary":"Shares of AMC Entertainment and GameStop dropped further in early trading on Tuesday, extending declines that have helped short sellers recover more than $1 billion in losses in December.Both companies were at the heart of the meme stocks phenomenon earlier this year, when individual investors coordinated on online message boards to fuel stunning rallies that cost short sellers billions of dollars.Theater chain AMC dropped 8% to a new 7-month low at $21.31 and were on track for a fourth day of l","content":"<p>Shares of AMC Entertainment and GameStop dropped further in early trading on Tuesday, extending declines that have helped short sellers recover more than $1 billion in losses in December.</p><p><blockquote>AMC院线和游戏驿站的股价在周二早盘交易中进一步下跌，延续了帮助卖空者挽回去年12月逾10亿美元损失的跌势。</blockquote></p><p> Both companies were at the heart of the meme stocks phenomenon earlier this year, when individual investors coordinated on online message boards to fuel stunning rallies that cost short sellers billions of dollars.</p><p><blockquote>今年早些时候，这两家公司都是模因股票现象的核心，当时个人投资者在在线留言板上进行协调，推动了惊人的反弹，导致卖空者损失了数十亿美元。</blockquote></p><p> Theater chain AMC dropped 8% to a new 7-month low at $21.31 and were on track for a fourth day of losses, while videogame retailer GameStop shed 4.3% to $131 - its lowest level since March.</p><p><blockquote>连锁影院AMC股价下跌8%，至21.31美元，创7个月新低，有望连续第四天下跌，而视频游戏零售商游戏驿站股价下跌4.3%，至131美元，为3月份以来的最低水平。</blockquote></p><p> Short-sellers have made $1.1 billion on their positions on AMC stock since the beginning of December, according to data from analytics firm Ortex. GameStop short-sellers have made $330 million since the start of the month. Both stocks have lost nearly a third of their value in December.</p><p><blockquote>根据分析公司Ortex的数据，自12月初以来，卖空者已从AMC股票头寸中获利11亿美元。自本月初以来，游戏驿站卖空者已获利3.3亿美元。这两只股票在12月份都损失了近三分之一的价值。</blockquote></p><p> Still, so far this year, bearish investors have lost $1.3 billion on their bets on AMC and $11.78 billion in GameStop as their shares have rallied about 1,000% and 600% year-to-date, respectively.</p><p><blockquote>尽管如此，今年到目前为止，看跌投资者对AMC的押注损失了13亿美元，对游戏驿站的押注损失了117.8亿美元，因为它们的股价今年迄今分别上涨了约1,000%和600%。</blockquote></p><p> The estimated short interest at AMC increased to 19% of its free float from 16% at the end of November, per Ortex data. GameStop short interest has shot up to 14% from 11% in the same period.</p><p><blockquote>根据Ortex数据，AMC的估计空头利息占其自由流通量的比例从11月底的16%增至19%。游戏驿站空头利息从同期的11%飙升至14%。</blockquote></p><p> Insider selling at AMC last week added to worries over the Omicron coronavirus variant denting a recovery in theater attendance.</p><p><blockquote>AMC上周的内幕抛售加剧了人们对奥密克戎冠状病毒变种削弱影院上座率复苏的担忧。</blockquote></p><p> Retail traders were net sellers of equities for the first time since March 2021 in the week leading up to Dec. 8 in the largest outflow since Sep 2020, J.P.Morgan data showed last week.</p><p><blockquote>摩根大通上周的数据显示，截至12月8日的一周，散户交易员自2021年3月以来首次成为股票净卖家，这是自2020年9月以来最大的资金流出。</blockquote></p><p> Sam Stovall, chief investment strategist at CFRA Research, said AMC investors are worried about the reopening trade, with comments from the UK that Omicron infections could become a tidal wave weighing on the sentiment.</p><p><blockquote>CFRA Research首席投资策略师Sam Stovall表示，AMC投资者对重新开放交易感到担忧，来自英国的评论称，奥密克戎感染可能会成为打压市场情绪的浪潮。</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>AMC, GameStop short sellers make a comeback as meme stocks buckle<blockquote>随着模因股票暴跌，AMC和游戏驿站卖空者卷土重来</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; 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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\">\nAMC, GameStop short sellers make a comeback as meme stocks buckle<blockquote>随着模因股票暴跌，AMC和游戏驿站卖空者卷土重来</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-12-14 23:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Shares of AMC Entertainment and GameStop dropped further in early trading on Tuesday, extending declines that have helped short sellers recover more than $1 billion in losses in December.</p><p><blockquote>AMC院线和游戏驿站的股价在周二早盘交易中进一步下跌，延续了帮助卖空者挽回去年12月逾10亿美元损失的跌势。</blockquote></p><p> Both companies were at the heart of the meme stocks phenomenon earlier this year, when individual investors coordinated on online message boards to fuel stunning rallies that cost short sellers billions of dollars.</p><p><blockquote>今年早些时候，这两家公司都是模因股票现象的核心，当时个人投资者在在线留言板上进行协调，推动了惊人的反弹，导致卖空者损失了数十亿美元。</blockquote></p><p> Theater chain AMC dropped 8% to a new 7-month low at $21.31 and were on track for a fourth day of losses, while videogame retailer GameStop shed 4.3% to $131 - its lowest level since March.</p><p><blockquote>连锁影院AMC股价下跌8%，至21.31美元，创7个月新低，有望连续第四天下跌，而视频游戏零售商游戏驿站股价下跌4.3%，至131美元，为3月份以来的最低水平。</blockquote></p><p> Short-sellers have made $1.1 billion on their positions on AMC stock since the beginning of December, according to data from analytics firm Ortex. GameStop short-sellers have made $330 million since the start of the month. Both stocks have lost nearly a third of their value in December.</p><p><blockquote>根据分析公司Ortex的数据，自12月初以来，卖空者已从AMC股票头寸中获利11亿美元。自本月初以来，游戏驿站卖空者已获利3.3亿美元。这两只股票在12月份都损失了近三分之一的价值。</blockquote></p><p> Still, so far this year, bearish investors have lost $1.3 billion on their bets on AMC and $11.78 billion in GameStop as their shares have rallied about 1,000% and 600% year-to-date, respectively.</p><p><blockquote>尽管如此，今年到目前为止，看跌投资者对AMC的押注损失了13亿美元，对游戏驿站的押注损失了117.8亿美元，因为它们的股价今年迄今分别上涨了约1,000%和600%。</blockquote></p><p> The estimated short interest at AMC increased to 19% of its free float from 16% at the end of November, per Ortex data. GameStop short interest has shot up to 14% from 11% in the same period.</p><p><blockquote>根据Ortex数据，AMC的估计空头利息占其自由流通量的比例从11月底的16%增至19%。游戏驿站空头利息从同期的11%飙升至14%。</blockquote></p><p> Insider selling at AMC last week added to worries over the Omicron coronavirus variant denting a recovery in theater attendance.</p><p><blockquote>AMC上周的内幕抛售加剧了人们对奥密克戎冠状病毒变种削弱影院上座率复苏的担忧。</blockquote></p><p> Retail traders were net sellers of equities for the first time since March 2021 in the week leading up to Dec. 8 in the largest outflow since Sep 2020, J.P.Morgan data showed last week.</p><p><blockquote>摩根大通上周的数据显示，截至12月8日的一周，散户交易员自2021年3月以来首次成为股票净卖家，这是自2020年9月以来最大的资金流出。</blockquote></p><p> Sam Stovall, chief investment strategist at CFRA Research, said AMC investors are worried about the reopening trade, with comments from the UK that Omicron infections could become a tidal wave weighing on the sentiment.</p><p><blockquote>CFRA Research首席投资策略师Sam Stovall表示，AMC投资者对重新开放交易感到担忧，来自英国的评论称，奥密克戎感染可能会成为打压市场情绪的浪潮。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/amc-gamestop-short-sellers-comeback-144659441.html\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","GME":"游戏驿站"},"source_url":"https://finance.yahoo.com/news/amc-gamestop-short-sellers-comeback-144659441.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199342811","content_text":"Shares of AMC Entertainment and GameStop dropped further in early trading on Tuesday, extending declines that have helped short sellers recover more than $1 billion in losses in December.\nBoth companies were at the heart of the meme stocks phenomenon earlier this year, when individual investors coordinated on online message boards to fuel stunning rallies that cost short sellers billions of dollars.\nTheater chain AMC dropped 8% to a new 7-month low at $21.31 and were on track for a fourth day of losses, while videogame retailer GameStop shed 4.3% to $131 - its lowest level since March.\nShort-sellers have made $1.1 billion on their positions on AMC stock since the beginning of December, according to data from analytics firm Ortex. GameStop short-sellers have made $330 million since the start of the month. Both stocks have lost nearly a third of their value in December.\nStill, so far this year, bearish investors have lost $1.3 billion on their bets on AMC and $11.78 billion in GameStop as their shares have rallied about 1,000% and 600% year-to-date, respectively.\nThe estimated short interest at AMC increased to 19% of its free float from 16% at the end of November, per Ortex data. GameStop short interest has shot up to 14% from 11% in the same period.\nInsider selling at AMC last week added to worries over the Omicron coronavirus variant denting a recovery in theater attendance.\nRetail traders were net sellers of equities for the first time since March 2021 in the week leading up to Dec. 8 in the largest outflow since Sep 2020, J.P.Morgan data showed last week.\nSam Stovall, chief investment strategist at CFRA Research, said AMC investors are worried about the reopening trade, with comments from the UK that Omicron infections could become a tidal wave weighing on the sentiment.","news_type":1,"symbols_score_info":{"GME":0.9,"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":2928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604898058,"gmtCreate":1639365806674,"gmtModify":1639365806847,"author":{"id":"3575247585577854","authorId":"3575247585577854","name":"Tgbdisciple","avatar":"https://static.tigerbbs.com/7c099c9cab7661dd2fa5c44752e05414","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575247585577854","idStr":"3575247585577854"},"themes":[],"htmlText":"&nbsp;Cool&nbsp;","listText":"&nbsp;Cool&nbsp;","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/604898058","repostId":"1163753909","repostType":4,"repost":{"id":"1163753909","kind":"news","pubTimestamp":1639365199,"share":"https://www.laohu8.com/m/news/1163753909?lang=zh_CN&edition=full","pubTime":"2021-12-13 11:13","market":"us","language":"en","title":"Palantir Has Now Entered A New Dimension<blockquote>Palantir现已进入新维度</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163753909","media":"Seeking Alpha","summary":"Summary\n\nPalantir recently launched Foundry for Crypto to empower the future of finance.\nPalantir no","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir recently launched Foundry for Crypto to empower the future of finance.</li>  <li>Palantir now has the opportunity to leverage its platform's connective tissue to track the flow of funds within decentralized finance applications.</li>  <li>Palantir's worked with the IRS since 2013 and prior to the release of Foundry, Gotham was deployed for large financial institutions.</li>  <li>In today's article, I will highlight Palantir's roots that lead back to PayPal as well as Palantir's opportunity within fintech.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b19fbe474b2b948c1dd476507722b776\" tg-width=\"1536\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>Olemedia/E+ via Getty Images</span></p><p><blockquote><ul><li>Palantir最近推出了Foundry for Crypto，为金融的未来赋能。</li><li>Palantir现在有机会利用其平台的结缔组织来跟踪去中心化金融应用程序中的资金流。</li><li>Palantir自2013年以来一直与IRS合作，在Foundry发布之前，Gotham是为大型金融机构部署的。</li><li>在今天的文章中，我将重点介绍Palantir可以追溯到PayPal的根源以及Palantir在金融科技领域的机遇。</li></ul><p class=\"t-img-caption\"><span>Olemedia/E+来自盖蒂图片社</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> When it comes to Palantir (PLTR), most investors are excited by its government business as well as its opportunity in the commercial sector with Foundry for Builders. Today, ~60% of Palantir's business stems from the government, while the other portion comes from the commercial sector. Palantir's platform is known for its artificial intelligence (AI) and deep data insights that provide its customers with critical information to help maximize their profits. Palantir's solutions are built around \"mission-driven engineering\" to integrate information from siloed and unstructured data sets. In this article, we'll explore Palantir's roots that go back to the payments industry and PayPal.</p><p><blockquote>谈到Palantir(PLTR)，大多数投资者都对其政府业务以及其在商业领域为建筑商铸造的机会感到兴奋。如今，Palantir约60%的业务来自政府，而另一部分来自商业部门。Palantir的平台以其人工智能(AI)和深度数据洞察而闻名，可为客户提供关键信息，帮助他们实现利润最大化。Palantir的解决方案围绕“任务驱动工程”构建，以集成来自孤立和非结构化数据集的信息。在本文中，我们将探讨Palantir的根源，这些根源可以追溯到支付行业和PayPal。</blockquote></p><p> PayPal and Palantir co-founder Peter Thiel approached fellow Palantir co-founder, Stephen Cohen, in 2004 and told him about his idea for Palantir, here's what he envisioned.</p><p><blockquote>PayPal和Palantir联合创始人Peter Thiel于2004年联系了Palantir联合创始人Stephen Cohen，并告诉他他对Palantir的想法，以下是他的设想。</blockquote></p><p>   Let's take some of the ideas from the PayPal Anti-Fraud platform and let's try to generalize them to solve the country's counterterrorism problem. And we'll start by selling it directly to the U.S. Government.    And while we're at it, let's solve the generalized enterprise information management platforms that are out there. Let's help big enterprises use a Silicon Valley approach to understanding their data.\"-Stephen Cohen, 2013  Five years ago, a quarter of Palantir's business stemmed from the financial sector - while Palantir's connection to the fintech may not be clear on the surface, the company has a significant opportunity to deploy its AI, specifically Foundry, for fintech applications whether that's current banks or fintech companies such as Elementus, a blockchain analytics platform. Palantir currently serves the IRS and the current banking infrastructure as well as future innovative payment technologies such as cryptocurrencies and smart contracts.</p><p><blockquote>让我们从PayPal反欺诈平台中获取一些想法，并尝试将它们概括为解决该国的反恐问题。我们将从直接卖给美国政府开始。同时，让我们来解决现有的通用企业信息管理平台。让我们帮助大企业使用硅谷的方法来理解他们的数据。”—Stephen Cohen，2013五年前，Palantir四分之一的业务来自金融领域—虽然Palantir与金融科技的联系表面上可能并不清楚，但该公司有很大的机会为金融科技应用程序部署其人工智能，特别是Foundry，无论是当前的银行还是区块链分析平台Elementus等金融科技公司。Palantir目前为美国国税局和当前的银行基础设施以及未来的创新支付技术（如加密货币和智能合约）提供服务。</blockquote></p><p> <b>Deep Roots In Payments</b></p><p><blockquote><b>深厚的支付根基</b></blockquote></p><p> Much of the Palantir \"DNA\" and culture is replicated from PayPal. Palantir's core technology was also inspired by PayPal, specifically PayPal's Anti-Fraud platform. Peter Thiel co-founded PayPal with Max Levchin and would later go on to co-find Palantir along with Nathan Gettings, Palantir's first chief technology officer, who was an engineer at PayPal where he worked closely with Levchin fighting payment fraud. This PayPal Anti-Fraud framework would go on to provide the fundamental building blocks for Palantir's first initiative to fight counterterrorism.</p><p><blockquote>Palantir的大部分“DNA”和文化都是从PayPal复制的。Palantir的核心技术也受到了PayPal的启发，特别是PayPal的反欺诈平台。Peter Thiel与Max Levchin共同创立了PayPal，后来与Palantir首任首席技术官Nathan Gettings共同创立了Palantir，后者是PayPal的一名工程师，在那里他与Levchin密切合作打击支付欺诈。这个PayPal反欺诈框架将继续为Palantir的第一个反恐举措提供基本构建模块。</blockquote></p><p> Palantir deploys technology within the government that is similar to what it deploys for large financial institutions. The challenges that financial institutions must overcome are similar to those faced in the government context because there are many data sources and many systems that feed input into the financial service sector as well as the government sector. Palantir uses deep data analytics to identify patterns and trends within this information to help its customers manage risk and execute their plans to better navigate complex environments that are constantly changing.</p><p><blockquote>Palantir在政府内部部署类似于为大型金融机构部署的技术。金融机构必须克服的挑战与政府面临的挑战相似，因为有许多数据源和许多系统向金融服务部门和政府部门提供输入。Palantir使用深度数据分析来识别这些信息中的模式和趋势，以帮助客户管理风险并执行计划，从而更好地应对不断变化的复杂环境。</blockquote></p><p> In 2016, about 25% of Palantir's business came from the financial sector as Palantir deployed its Gotham Platform to investigate fraud for large institutions, as reported in its S1. Palantir works with a lot of banks and replaced legacy technology that's been around for over 30 years. For example, Credit Suisse has used Palantir since 2013 to analyze risks and detect fraud using data from more than a&nbsp;hundred&nbsp;systems across their operations.</p><p><blockquote>据其S1报道，2016年，Palantir约25%的业务来自金融领域，因为Palantir部署了Gotham平台来调查大型机构的欺诈行为。Palantir与许多银行合作，取代了已有30多年历史的遗留技术。例如，瑞士信贷自2013年以来一直使用Palantir，利用其运营中一百多个系统的数据来分析风险和检测欺诈行为。</blockquote></p><p> Palantir seeks to become the central operating system for&nbsp;entire industries&nbsp;rather than just a singular customer and Palantir sees an opportunity to create similar industry-wide partnerships within the financial services industry as it has within the U.S. government and aviation industry. Palantir's consistently winning government contracts while Palantir partnered with Airbus(OTCPK:EADSF)&nbsp;to launch&nbsp;SkyWise&nbsp;in 2017 and now works with over 100 airlines.</p><p><blockquote>Palantir寻求成为整个行业的中央操作系统，而不仅仅是单一客户，Palantir看到了在金融服务行业建立类似于美国政府和航空业的全行业合作伙伴关系的机会。Palantir不断赢得政府合同，而Palantir于2017年与空中客车公司(OTCPK：EADSF)合作推出SkyWise，目前与100多家航空公司合作。</blockquote></p><p> Significant Opportunity At Hand</p><p><blockquote>手头的重大机遇</blockquote></p><p></p><p> On November 23, Palantir launched Foundry for Crypto, which will leverage Foundry's defined data integration to automatically build data pipelines and convert unorganized data into a transparent hub.</p><p><blockquote>11月23日，Palantir推出了Foundry for Crypto，它将利用Foundry定义的数据集成来自动构建数据管道，并将无组织的数据转换为透明的中枢。</blockquote></p><p> Foundry for Crypto will enable Web3 startups to leverage the technology that financial institutions use to fight crime. With the current digital transformation underway and the rise of cryptocurrencies and blockchain technologies, Palantir leverages its data expertise to power the next generation of finance software.</p><p><blockquote>Foundry for Crypto将使Web3初创公司能够利用金融机构用来打击犯罪的技术。随着当前数字化转型的进行以及加密货币和区块链技术的兴起，Palantir利用其数据专业知识为下一代财务软件提供支持。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f2a3fb5ad32eff1f464c225cc4b1f1c\" tg-width=\"1280\" tg-height=\"621\" width=\"100%\" height=\"auto\"><span>Source: Offerings | Crypto</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：产品|Crypto</span></p></blockquote></p><p> As indicated above, Palantir is chain-agnostic, meaning that Palantir works with multiple blockchains. Palantir integrates transaction data as well as smart contract data which will enable Palantir to leverage the core competencies of its AI and data analysis to provide its KYC (Know-Your-Customer) insights. For example, if somebody were to make a transaction using cryptocurrency from a non-custodial wallet, then it'd typically be a challenge to decipher KYC information from that wallet since the blockchain itself is encrypted and decentralized. Palantir traces the assets in a non-custodial wallet and tracks where the assets were transferred from. This allows Palantir to locate the exchange the asset was originally transferred from and then Palantir can track customer data from the crypto exchange where the asset was purchased, like Coinbase.</p><p><blockquote>如上所述，Palantir是链不可知的，这意味着Palantir可以与多个区块链一起工作。Palantir集成了交易数据和智能合约数据，这将使Palantir能够利用其人工智能和数据分析的核心能力来提供KYC（了解您的客户）见解。例如，如果有人要使用非托管钱包中的加密货币进行交易，那么从该钱包中破译KYC信息通常是一个挑战，因为区块链本身是加密和去中心化的。Palantir跟踪非托管钱包中的资产，并跟踪资产的转移地点。这使得Palantir能够找到资产最初转移的交易所，然后Palantir可以跟踪购买资产的加密货币交易所的客户数据，例如Coinbase。</blockquote></p><p> The example above highlights how Palantir digs deep and scrapes the data from the blockchain to learn about a specific individual. This goes a long way in validating secure transactions as Palantir identifies malicious transactions on the blockchain, based on the transaction's location and specific properties. Companies that want to accept cryptocurrencies need secure solutions while they also want to gather insights around their customers to propel their businesses. BNPL companies, like Affirm, which was started by Max Levchin and Nathan Gettings, use advanced risk modeling (also referred to as AI) to offer consumers more fair credit assessments because BNPL companies have access to essential data from both the merchant and the consumer. Palantir could leverage its AI and data insights to help its customers better understand their clientele to offer targeted marketing campaigns or help them identify opportunities that will decrease expenses.</p><p><blockquote>上面的例子强调了Palantir如何深入挖掘并从区块链中抓取数据来了解特定个人。这对于验证安全交易大有帮助，因为Palantir会根据交易的位置和特定属性识别区块链上的恶意交易。希望接受加密货币的公司需要安全的解决方案，同时他们也希望收集客户周围的见解来推动他们的业务。BNPL公司，例如由Max Levchin和Nathan Gettings创立的Affirm，使用高级风险建模（也称为人工智能）为消费者提供更公平的信用评估，因为BNPL公司可以访问来自商家和消费者的重要数据。Palantir可以利用其人工智能和数据洞察来帮助客户更好地了解他们的客户，从而提供有针对性的营销活动或帮助他们发现减少开支的机会。</blockquote></p><p> Foundry for Crypto is still in its early adoption stage as it was recently rolled out and Palantir has multiple opportunities to implement this platform in a variety of industries as payment technology continues to evolve and will reshape the current payments landscape.</p><p><blockquote>Foundry for Crypto仍处于早期采用阶段，因为它是最近推出的，随着支付技术的不断发展，Palantir有多种机会在各个行业实施该平台，并将重塑当前的支付格局。</blockquote></p><p> Smart contracts are another significant opportunity for Palantir. Smart contracts are a set of protocols that are validated and carried out on the flow of data, meaning that once the contract is fulfilled, the data will indicate the contract is satisfied and ensure that the liable party transfers the agreed-upon funds. Palantir has a great opportunity to play a role in the facilitation of data within smart contracts while removing the costs of working with third networks and banks.</p><p><blockquote>智能合约是Palantir的另一个重要机会。智能合约是一组在数据流上验证和执行的协议，这意味着一旦合同履行，数据将表明合同得到满足，并确保责任方转移约定的资金。Palantir有很好的机会在促进智能合同中的数据方面发挥作用，同时消除与第三方网络和银行合作的成本。</blockquote></p><p> One of Palantir's SPAC investments, BlackSky, deploys Foundry and processes real-time satellite imagery to monitor events taking place on Earth. For example, BlackSky can detect if the shipment has been delivered since BlackSky's satellites take images multiple times throughout the day. BlackSky monitors data and information that can only be processed through imagery and is the custodian of monitoring these actions and generating these actions into data points, so that they can inform smart contracts as to whether or not the contract was satisfied. This is a great example of how Palantir's customers may leverage Foundry to process information relating to digital assets and new digital protocols.</p><p><blockquote>Palantir的SPAC投资之一BlackSky部署Foundry并处理实时卫星图像以监控地球上发生的事件。例如，BlackSky可以检测货物是否已交付，因为BlackSky的卫星全天多次拍摄图像。BlackSky监控只能通过图像处理的数据和信息，并且是监控这些操作并将这些操作生成数据点的保管人，以便他们可以通知智能合约合同是否得到满足。这是Palantir的客户如何利用Foundry来处理与数字资产和新数字协议相关的信息的一个很好的例子。</blockquote></p><p> <b>The Government's Implemented Palantir's \"FinTech\" Solution Since 2013</b></p><p><blockquote><b>政府自2013年起实施Palantir的“金融科技”解决方案</b></blockquote></p><p> The IRS started working with Palantir in 2013 and Palantir continues to land and expand its partnership with the IRS as it's been awarded nearly $20 million from them over the last 12 months.</p><p><blockquote>IRS于2013年开始与Palantir合作，Palantir继续建立并扩大与IRS的合作伙伴关系，在过去12个月中已获得IRS近2000万美元的资助。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e748221a3ed9fc319e2be6ebf40a8e95\" tg-width=\"956\" tg-height=\"524\" width=\"100%\" height=\"auto\"><span>Source: USAspending.gov</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：USAspending.gov</span></p></blockquote></p><p> In May, the IRS launched \"Operation Hidden Gem\", which is an initiative to focus on taxpayers who don't report cryptocurrencies gains. Carolyn Schenck, National Fraud Counsel for the IRS, recently had the&nbsp;following&nbsp;in regards to cryptocurrencies.</p><p><blockquote>今年5月，美国国税局发起了“隐藏宝石行动”，这是一项针对不报告加密货币收益的纳税人的举措。美国国税局（IRS）的国家欺诈顾问卡罗琳·申克（Carolyn Schenck）最近就加密货币发表了以下言论。</blockquote></p><p></p><p>   These transactions are not anonymous, we see you.\"  Another issue around crypto fraud, which Palantir's AML is designed to detect, is similar to PayPal's Anti-Fraud platform. The IRS recently revealed in its annual report that it seized&nbsp;$3.5 billion&nbsp;so far this year from cryptocurrency-related fraud. Palantir enables the IRS with the solutions that decipher criminal financial schemes and analyzes a variety of data sources in real-time. In the past, Palantir allowed the IRS to track the flow of funds or the flow of assets. For example, if someone were to transfer assets to a bank in the Cayman Islands and then withdraw the cash in the U.S. and use it for a&nbsp;down payment&nbsp;on something like an additional property, Palantir's deep data analysis will connect this information that's siloed, and present it to the IRS so that they can handle the specific situations accordingly.</p><p><blockquote>这些交易不是匿名的，我们看到你了。”Palantir的AML旨在检测另一个围绕加密货币欺诈的问题，该问题与PayPal的反欺诈平台类似。美国国税局最近在其年度报告中透露，今年迄今为止，它从加密货币相关欺诈中查获了35亿美元。Palantir为IRS提供了破译犯罪金融计划并实时分析各种数据源的解决方案。过去，Palantir允许国税局跟踪资金流动或资产流动。例如，如果有人将资产转移到开曼群岛的一家银行，然后在美国提取现金并将其用于购买额外房产等的首付，Palantir的深度数据分析将连接这些孤立的信息，并将其呈现给国税局，以便他们可以相应地处理具体情况。</blockquote></p><p> Based on Palantir's recent launch of Foundry for Crypto, Palantir could already be using its platform to provide real value for the U.S. government. As more information moves online and it becomes more complex to track complex digital assets, Palantir's technology remains one step ahead of trends when it comes to AI. Palantir continuously creates out-of-the-box solutions for the government, it then filters for commercial use cases.</p><p><blockquote>根据Palantir最近推出的Foundry for Crypto，Palantir可能已经在利用其平台为美国政府提供真正的价值。随着越来越多的信息转移到网上，跟踪复杂的数字资产变得更加复杂，Palantir的技术在人工智能方面仍然领先趋势一步。Palantir不断为政府创建开箱即用的解决方案，然后过滤商业用例。</blockquote></p><p> Now, let's use the L.A. Valuation Stevens Model to provide an updated fair value, then discuss risks associated with Palantir's entrance into crypto.</p><p><blockquote>现在，让我们使用洛杉矶估值史蒂文斯模型来提供更新的公允价值，然后讨论与Palantir进入加密货币领域相关的风险。</blockquote></p><p> <b>Valuation</b></p><p><blockquote><b>估值</b></blockquote></p><p> Palantir continues to land new commercial clients and demonstrate the value of its platform through strong quarterly results. In Q3, Palantir grew its commercial customer count by 46% quarter-over-quarter to over 200 customers. Below are some of Palantir's notable financial metrics.</p><p><blockquote>Palantir继续获得新的商业客户，并通过强劲的季度业绩展示其平台的价值。第三季度，Palantir的商业客户数量环比增长46%，达到200多家。以下是Palantir的一些值得注意的财务指标。</blockquote></p><p> <ul>  <li>$1.43B in TTM revenue</p><p><blockquote><ul><li>TTM收入$1.43 B</li></ul></blockquote></p><p></li>  <li>77% gross profit margins</p><p><blockquote><li>77%毛利率</li></blockquote></p><p></li>  <li>$120 billion TAM</p><p><blockquote><li>1200亿美元TAM</li></blockquote></p><p></li> </ul> <b>Palantir's Fair Value And Expected Return</b></p><p><blockquote><b>Palantir的公允价值和预期回报</b></blockquote></p><p> To determine Palantir's fair value, we will employ our proprietary valuation model. Here's what it entails:</p><p><blockquote>为了确定Palantir的公允价值，我们将采用我们专有的估值模型。它的含义如下：</blockquote></p><p> <ul>  <li>In step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.</p><p><blockquote><ul><li>在第一步中，我们使用传统的DCF模型，自由现金流按我们（股东）的资本成本贴现。</li></ul></blockquote></p><p></li>  <li>In step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).</p><p><blockquote><li>在步骤2中，模型考虑了已发行股票变化（回购/稀释）的影响。</li></blockquote></p><p></li>  <li>In step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.</p><p><blockquote><li>在第三步中，我们将十年结束时未来增长前景的估值正常化。然后，我们使用今天的股价和10年末的预计股价得出CAGR。如果这比市场高出足够的幅度，我们就投资。如果没有，我们等待一个更好的切入点。</li></blockquote></p><p></li> </ul> Assumptions:</p><p><blockquote>假设：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5f1499608f487046f492724343ce6250\" tg-width=\"934\" tg-height=\"572\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Results:</p><p><blockquote>结果：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cad4b65a88b3612deb98a837e64a5193\" tg-width=\"738\" tg-height=\"912\" width=\"100%\" height=\"auto\"><span>Source: L.A. Stevens Valuation Model</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：L.A.史蒂文斯估值模型</span></p></blockquote></p><p> Based on conservative estimates, Palantir is worth ~$31 today when accounting for future dilution, hence Palantir is significantly undervalued.</p><p><blockquote>根据保守估计，考虑到未来的稀释，Palantir目前的价值约为31美元，因此Palantir被严重低估。</blockquote></p><p> In order for us to determine if Palantir is worth an investment today, we'll project the expected return for Palantir over the next 10 years at today's price. To calculate the total expected return for the next decade, we grow the above free cash flow per share at our conservative growth rate, then assign a conservative Price-to-FCF multiple (35x) to it for year ten. Thereby, we create a conservative intrinsic value projection (2031 price target), by which we determine the 10-yr expected CAGR returns. If these returns beat our hurdle rate of 15%, we buy, else we wait for a better buying opportunity.</p><p><blockquote>为了让我们确定Palantir今天是否值得投资，我们将以今天的价格预测Palantir未来10年的预期回报。为了计算未来十年的总预期回报，我们以保守的增长率增长上述每股自由现金流，然后在第十年为其分配保守的价格与自由现金流倍数（35倍）。因此，我们创建了一个保守的内在价值预测（2031年价格目标），通过该预测我们确定了10年的预期CAGR回报。如果这些回报率超过我们15%的门槛率，我们就买入，否则我们等待更好的买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc7e1db2ce3e749cd8088652a7029424\" tg-width=\"736\" tg-height=\"534\" width=\"100%\" height=\"auto\"><span>Source: L.A. Stevens Valuation Model</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：L.A.史蒂文斯估值模型</span></p></blockquote></p><p> Palantir is expected to generate ~20% annualized returns over the next 10 years, therefore, now is an ideal time to add to a position or start one. Palantir's expected to beat our 15% hurdle rate by a wide margin, hence I rate Palantir a strong buy around $20.</p><p><blockquote>Palantir预计在未来10年内产生约20%的年化回报率，因此，现在是增加头寸或开始建仓的理想时机。Palantir预计将大幅超过我们15%的门槛利率，因此我将Palantir评级为20美元左右的强力买入。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> <ul>  <li><i>There are unforeseen risks given that cryptocurrency is a relatively new technology and there is uncertainty around future regulation.</i></p><p><blockquote><ul><li><i>鉴于加密货币是一项相对较新的技术，并且未来监管存在不确定性，因此存在不可预见的风险。</i></li></ul></blockquote></p><p></p><p></li> </ul> Palantir faces competition from both large incumbent tech companies such as Amazon(NASDAQ:AMZN)&nbsp;as well as startups such as Chainalysis. Palantir needs to offer solutions that generate alpha in digital environments that leverage future technological innovations. Chainalysis is a fintech startup that offers KYC and AML automated transaction monitoring on multiple blockchains, similar to Foundry for Crypto. Chainalysis raised $100 million this summer at a $4.2&nbsp;billion valuation and operates in over 60 countries. On the other side of the spectrum are the large tech giants such as Amazon, which started offering the Amazon Managed Blockchain service in 2018, which makes it easy to utilize blockchains such as Ethereum.</p><p><blockquote>Palantir面临着来自Amazon（纳斯达克股票代码：AMZN）等大型现有科技公司以及Chainalysis等初创公司的竞争。Palantir需要提供在利用未来技术创新的数字环境中产生alpha的解决方案。Chainalysis是一家金融科技初创公司，在多个区块链上提供KYC和反洗钱自动交易监控，类似于Foundry for Crypto。Chainalysis今年夏天以42亿美元的估值筹集了1亿美元，业务遍及60多个国家。另一方面是亚马逊等大型科技巨头，该公司于2018年开始提供亚马逊托管区块链服务，这使得利用以太币等区块链变得容易。</blockquote></p><p> The intersection of digital payments resembles a large opportunity as the banks and card networks have incredibly large networks developed at scale. This results in a fintech landscape that is ripe for innovation and it will be increasingly more competitive, as the top 250 fintech unicorns have raised over $73&nbsp;billion since 2016. Palantir will rely on developing the next wave of AI solutions when it comes to payments, by deploying them for the government to create the core technology and then filtering the solution for the commercial sector.</p><p><blockquote>数字支付的交叉类似于一个巨大的机会，因为银行和信用卡网络已经大规模发展了令人难以置信的大型网络。这使得金融科技领域的创新时机已经成熟，而且竞争将越来越激烈，因为自2016年以来，排名前250位的金融科技独角兽已经筹集了超过730亿美元。Palantir将依靠开发下一波支付领域的人工智能解决方案，为政府部署这些解决方案来创建核心技术，然后为商业部门过滤解决方案。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Palantir is at the forefront of the digital transformation underway as its platform is the connective tissue for modern organizations to generate insights from many sources of information. In regard to payments and fintech, Palantir has deep roots that link back to the early days of PayPal as Palantir's targeted the large financial institutions since the early 2010s. Palantir continues to expand its platform to apply its deep data insights to information within decentralized finance applications like smart contracts. Palantir's well-positioned to leverage its platform to connect the data from these blockchain applications and with its AI expertise to enable its customers to offer innovative fintech solutions.</p><p><blockquote>Palantir处于正在进行的数字化转型的最前沿，因为其平台是现代组织从许多信息源中生成见解的结缔组织。在支付和金融科技方面，Palantir有着深厚的渊源，可以追溯到PayPal的早期，因为Palantir自2010年代初以来一直瞄准大型金融机构。Palantir继续扩展其平台，将其深入的数据洞察应用于智能合约等去中心化金融应用程序中的信息。Palantir处于有利地位，可以利用其平台连接这些区块链应用程序的数据，并利用其人工智能专业知识，使其客户能够提供创新的金融科技解决方案。</blockquote></p><p> I've been bullish on Palantir over the past year and trading below $20, Palantir represents an attractive price for long-term investors given that Palantir is a generational company and has strong ties to PayPal's early days. I rate Palantir a strong buy at $20.</p><p><blockquote>过去一年我一直看好Palantir，交易价格低于20美元，鉴于Palantir是一家世代公司，并且与PayPal的早期有着密切的联系，Palantir对长期投资者来说是一个有吸引力的价格。我对Palantir的强烈买入评级为20美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Has Now Entered A New Dimension<blockquote>Palantir现已进入新维度</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Has Now Entered A New Dimension<blockquote>Palantir现已进入新维度</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-13 11:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir recently launched Foundry for Crypto to empower the future of finance.</li>  <li>Palantir now has the opportunity to leverage its platform's connective tissue to track the flow of funds within decentralized finance applications.</li>  <li>Palantir's worked with the IRS since 2013 and prior to the release of Foundry, Gotham was deployed for large financial institutions.</li>  <li>In today's article, I will highlight Palantir's roots that lead back to PayPal as well as Palantir's opportunity within fintech.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b19fbe474b2b948c1dd476507722b776\" tg-width=\"1536\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>Olemedia/E+ via Getty Images</span></p><p><blockquote><ul><li>Palantir最近推出了Foundry for Crypto，为金融的未来赋能。</li><li>Palantir现在有机会利用其平台的结缔组织来跟踪去中心化金融应用程序中的资金流。</li><li>Palantir自2013年以来一直与IRS合作，在Foundry发布之前，Gotham是为大型金融机构部署的。</li><li>在今天的文章中，我将重点介绍Palantir可以追溯到PayPal的根源以及Palantir在金融科技领域的机遇。</li></ul><p class=\"t-img-caption\"><span>Olemedia/E+来自盖蒂图片社</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> When it comes to Palantir (PLTR), most investors are excited by its government business as well as its opportunity in the commercial sector with Foundry for Builders. Today, ~60% of Palantir's business stems from the government, while the other portion comes from the commercial sector. Palantir's platform is known for its artificial intelligence (AI) and deep data insights that provide its customers with critical information to help maximize their profits. Palantir's solutions are built around \"mission-driven engineering\" to integrate information from siloed and unstructured data sets. In this article, we'll explore Palantir's roots that go back to the payments industry and PayPal.</p><p><blockquote>谈到Palantir(PLTR)，大多数投资者都对其政府业务以及其在商业领域为建筑商铸造的机会感到兴奋。如今，Palantir约60%的业务来自政府，而另一部分来自商业部门。Palantir的平台以其人工智能(AI)和深度数据洞察而闻名，可为客户提供关键信息，帮助他们实现利润最大化。Palantir的解决方案围绕“任务驱动工程”构建，以集成来自孤立和非结构化数据集的信息。在本文中，我们将探讨Palantir的根源，这些根源可以追溯到支付行业和PayPal。</blockquote></p><p> PayPal and Palantir co-founder Peter Thiel approached fellow Palantir co-founder, Stephen Cohen, in 2004 and told him about his idea for Palantir, here's what he envisioned.</p><p><blockquote>PayPal和Palantir联合创始人Peter Thiel于2004年联系了Palantir联合创始人Stephen Cohen，并告诉他他对Palantir的想法，以下是他的设想。</blockquote></p><p>   Let's take some of the ideas from the PayPal Anti-Fraud platform and let's try to generalize them to solve the country's counterterrorism problem. And we'll start by selling it directly to the U.S. Government.    And while we're at it, let's solve the generalized enterprise information management platforms that are out there. Let's help big enterprises use a Silicon Valley approach to understanding their data.\"-Stephen Cohen, 2013  Five years ago, a quarter of Palantir's business stemmed from the financial sector - while Palantir's connection to the fintech may not be clear on the surface, the company has a significant opportunity to deploy its AI, specifically Foundry, for fintech applications whether that's current banks or fintech companies such as Elementus, a blockchain analytics platform. Palantir currently serves the IRS and the current banking infrastructure as well as future innovative payment technologies such as cryptocurrencies and smart contracts.</p><p><blockquote>让我们从PayPal反欺诈平台中获取一些想法，并尝试将它们概括为解决该国的反恐问题。我们将从直接卖给美国政府开始。同时，让我们来解决现有的通用企业信息管理平台。让我们帮助大企业使用硅谷的方法来理解他们的数据。”—Stephen Cohen，2013五年前，Palantir四分之一的业务来自金融领域—虽然Palantir与金融科技的联系表面上可能并不清楚，但该公司有很大的机会为金融科技应用程序部署其人工智能，特别是Foundry，无论是当前的银行还是区块链分析平台Elementus等金融科技公司。Palantir目前为美国国税局和当前的银行基础设施以及未来的创新支付技术（如加密货币和智能合约）提供服务。</blockquote></p><p> <b>Deep Roots In Payments</b></p><p><blockquote><b>深厚的支付根基</b></blockquote></p><p> Much of the Palantir \"DNA\" and culture is replicated from PayPal. Palantir's core technology was also inspired by PayPal, specifically PayPal's Anti-Fraud platform. Peter Thiel co-founded PayPal with Max Levchin and would later go on to co-find Palantir along with Nathan Gettings, Palantir's first chief technology officer, who was an engineer at PayPal where he worked closely with Levchin fighting payment fraud. This PayPal Anti-Fraud framework would go on to provide the fundamental building blocks for Palantir's first initiative to fight counterterrorism.</p><p><blockquote>Palantir的大部分“DNA”和文化都是从PayPal复制的。Palantir的核心技术也受到了PayPal的启发，特别是PayPal的反欺诈平台。Peter Thiel与Max Levchin共同创立了PayPal，后来与Palantir首任首席技术官Nathan Gettings共同创立了Palantir，后者是PayPal的一名工程师，在那里他与Levchin密切合作打击支付欺诈。这个PayPal反欺诈框架将继续为Palantir的第一个反恐举措提供基本构建模块。</blockquote></p><p> Palantir deploys technology within the government that is similar to what it deploys for large financial institutions. The challenges that financial institutions must overcome are similar to those faced in the government context because there are many data sources and many systems that feed input into the financial service sector as well as the government sector. Palantir uses deep data analytics to identify patterns and trends within this information to help its customers manage risk and execute their plans to better navigate complex environments that are constantly changing.</p><p><blockquote>Palantir在政府内部部署类似于为大型金融机构部署的技术。金融机构必须克服的挑战与政府面临的挑战相似，因为有许多数据源和许多系统向金融服务部门和政府部门提供输入。Palantir使用深度数据分析来识别这些信息中的模式和趋势，以帮助客户管理风险并执行计划，从而更好地应对不断变化的复杂环境。</blockquote></p><p> In 2016, about 25% of Palantir's business came from the financial sector as Palantir deployed its Gotham Platform to investigate fraud for large institutions, as reported in its S1. Palantir works with a lot of banks and replaced legacy technology that's been around for over 30 years. For example, Credit Suisse has used Palantir since 2013 to analyze risks and detect fraud using data from more than a&nbsp;hundred&nbsp;systems across their operations.</p><p><blockquote>据其S1报道，2016年，Palantir约25%的业务来自金融领域，因为Palantir部署了Gotham平台来调查大型机构的欺诈行为。Palantir与许多银行合作，取代了已有30多年历史的遗留技术。例如，瑞士信贷自2013年以来一直使用Palantir，利用其运营中一百多个系统的数据来分析风险和检测欺诈行为。</blockquote></p><p> Palantir seeks to become the central operating system for&nbsp;entire industries&nbsp;rather than just a singular customer and Palantir sees an opportunity to create similar industry-wide partnerships within the financial services industry as it has within the U.S. government and aviation industry. Palantir's consistently winning government contracts while Palantir partnered with Airbus(OTCPK:EADSF)&nbsp;to launch&nbsp;SkyWise&nbsp;in 2017 and now works with over 100 airlines.</p><p><blockquote>Palantir寻求成为整个行业的中央操作系统，而不仅仅是单一客户，Palantir看到了在金融服务行业建立类似于美国政府和航空业的全行业合作伙伴关系的机会。Palantir不断赢得政府合同，而Palantir于2017年与空中客车公司(OTCPK：EADSF)合作推出SkyWise，目前与100多家航空公司合作。</blockquote></p><p> Significant Opportunity At Hand</p><p><blockquote>手头的重大机遇</blockquote></p><p></p><p> On November 23, Palantir launched Foundry for Crypto, which will leverage Foundry's defined data integration to automatically build data pipelines and convert unorganized data into a transparent hub.</p><p><blockquote>11月23日，Palantir推出了Foundry for Crypto，它将利用Foundry定义的数据集成来自动构建数据管道，并将无组织的数据转换为透明的中枢。</blockquote></p><p> Foundry for Crypto will enable Web3 startups to leverage the technology that financial institutions use to fight crime. With the current digital transformation underway and the rise of cryptocurrencies and blockchain technologies, Palantir leverages its data expertise to power the next generation of finance software.</p><p><blockquote>Foundry for Crypto将使Web3初创公司能够利用金融机构用来打击犯罪的技术。随着当前数字化转型的进行以及加密货币和区块链技术的兴起，Palantir利用其数据专业知识为下一代财务软件提供支持。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f2a3fb5ad32eff1f464c225cc4b1f1c\" tg-width=\"1280\" tg-height=\"621\" width=\"100%\" height=\"auto\"><span>Source: Offerings | Crypto</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：产品|Crypto</span></p></blockquote></p><p> As indicated above, Palantir is chain-agnostic, meaning that Palantir works with multiple blockchains. Palantir integrates transaction data as well as smart contract data which will enable Palantir to leverage the core competencies of its AI and data analysis to provide its KYC (Know-Your-Customer) insights. For example, if somebody were to make a transaction using cryptocurrency from a non-custodial wallet, then it'd typically be a challenge to decipher KYC information from that wallet since the blockchain itself is encrypted and decentralized. Palantir traces the assets in a non-custodial wallet and tracks where the assets were transferred from. This allows Palantir to locate the exchange the asset was originally transferred from and then Palantir can track customer data from the crypto exchange where the asset was purchased, like Coinbase.</p><p><blockquote>如上所述，Palantir是链不可知的，这意味着Palantir可以与多个区块链一起工作。Palantir集成了交易数据和智能合约数据，这将使Palantir能够利用其人工智能和数据分析的核心能力来提供KYC（了解您的客户）见解。例如，如果有人要使用非托管钱包中的加密货币进行交易，那么从该钱包中破译KYC信息通常是一个挑战，因为区块链本身是加密和去中心化的。Palantir跟踪非托管钱包中的资产，并跟踪资产的转移地点。这使得Palantir能够找到资产最初转移的交易所，然后Palantir可以跟踪购买资产的加密货币交易所的客户数据，例如Coinbase。</blockquote></p><p> The example above highlights how Palantir digs deep and scrapes the data from the blockchain to learn about a specific individual. This goes a long way in validating secure transactions as Palantir identifies malicious transactions on the blockchain, based on the transaction's location and specific properties. Companies that want to accept cryptocurrencies need secure solutions while they also want to gather insights around their customers to propel their businesses. BNPL companies, like Affirm, which was started by Max Levchin and Nathan Gettings, use advanced risk modeling (also referred to as AI) to offer consumers more fair credit assessments because BNPL companies have access to essential data from both the merchant and the consumer. Palantir could leverage its AI and data insights to help its customers better understand their clientele to offer targeted marketing campaigns or help them identify opportunities that will decrease expenses.</p><p><blockquote>上面的例子强调了Palantir如何深入挖掘并从区块链中抓取数据来了解特定个人。这对于验证安全交易大有帮助，因为Palantir会根据交易的位置和特定属性识别区块链上的恶意交易。希望接受加密货币的公司需要安全的解决方案，同时他们也希望收集客户周围的见解来推动他们的业务。BNPL公司，例如由Max Levchin和Nathan Gettings创立的Affirm，使用高级风险建模（也称为人工智能）为消费者提供更公平的信用评估，因为BNPL公司可以访问来自商家和消费者的重要数据。Palantir可以利用其人工智能和数据洞察来帮助客户更好地了解他们的客户，从而提供有针对性的营销活动或帮助他们发现减少开支的机会。</blockquote></p><p> Foundry for Crypto is still in its early adoption stage as it was recently rolled out and Palantir has multiple opportunities to implement this platform in a variety of industries as payment technology continues to evolve and will reshape the current payments landscape.</p><p><blockquote>Foundry for Crypto仍处于早期采用阶段，因为它是最近推出的，随着支付技术的不断发展，Palantir有多种机会在各个行业实施该平台，并将重塑当前的支付格局。</blockquote></p><p> Smart contracts are another significant opportunity for Palantir. Smart contracts are a set of protocols that are validated and carried out on the flow of data, meaning that once the contract is fulfilled, the data will indicate the contract is satisfied and ensure that the liable party transfers the agreed-upon funds. Palantir has a great opportunity to play a role in the facilitation of data within smart contracts while removing the costs of working with third networks and banks.</p><p><blockquote>智能合约是Palantir的另一个重要机会。智能合约是一组在数据流上验证和执行的协议，这意味着一旦合同履行，数据将表明合同得到满足，并确保责任方转移约定的资金。Palantir有很好的机会在促进智能合同中的数据方面发挥作用，同时消除与第三方网络和银行合作的成本。</blockquote></p><p> One of Palantir's SPAC investments, BlackSky, deploys Foundry and processes real-time satellite imagery to monitor events taking place on Earth. For example, BlackSky can detect if the shipment has been delivered since BlackSky's satellites take images multiple times throughout the day. BlackSky monitors data and information that can only be processed through imagery and is the custodian of monitoring these actions and generating these actions into data points, so that they can inform smart contracts as to whether or not the contract was satisfied. This is a great example of how Palantir's customers may leverage Foundry to process information relating to digital assets and new digital protocols.</p><p><blockquote>Palantir的SPAC投资之一BlackSky部署Foundry并处理实时卫星图像以监控地球上发生的事件。例如，BlackSky可以检测货物是否已交付，因为BlackSky的卫星全天多次拍摄图像。BlackSky监控只能通过图像处理的数据和信息，并且是监控这些操作并将这些操作生成数据点的保管人，以便他们可以通知智能合约合同是否得到满足。这是Palantir的客户如何利用Foundry来处理与数字资产和新数字协议相关的信息的一个很好的例子。</blockquote></p><p> <b>The Government's Implemented Palantir's \"FinTech\" Solution Since 2013</b></p><p><blockquote><b>政府自2013年起实施Palantir的“金融科技”解决方案</b></blockquote></p><p> The IRS started working with Palantir in 2013 and Palantir continues to land and expand its partnership with the IRS as it's been awarded nearly $20 million from them over the last 12 months.</p><p><blockquote>IRS于2013年开始与Palantir合作，Palantir继续建立并扩大与IRS的合作伙伴关系，在过去12个月中已获得IRS近2000万美元的资助。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e748221a3ed9fc319e2be6ebf40a8e95\" tg-width=\"956\" tg-height=\"524\" width=\"100%\" height=\"auto\"><span>Source: USAspending.gov</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：USAspending.gov</span></p></blockquote></p><p> In May, the IRS launched \"Operation Hidden Gem\", which is an initiative to focus on taxpayers who don't report cryptocurrencies gains. Carolyn Schenck, National Fraud Counsel for the IRS, recently had the&nbsp;following&nbsp;in regards to cryptocurrencies.</p><p><blockquote>今年5月，美国国税局发起了“隐藏宝石行动”，这是一项针对不报告加密货币收益的纳税人的举措。美国国税局（IRS）的国家欺诈顾问卡罗琳·申克（Carolyn Schenck）最近就加密货币发表了以下言论。</blockquote></p><p></p><p>   These transactions are not anonymous, we see you.\"  Another issue around crypto fraud, which Palantir's AML is designed to detect, is similar to PayPal's Anti-Fraud platform. The IRS recently revealed in its annual report that it seized&nbsp;$3.5 billion&nbsp;so far this year from cryptocurrency-related fraud. Palantir enables the IRS with the solutions that decipher criminal financial schemes and analyzes a variety of data sources in real-time. In the past, Palantir allowed the IRS to track the flow of funds or the flow of assets. For example, if someone were to transfer assets to a bank in the Cayman Islands and then withdraw the cash in the U.S. and use it for a&nbsp;down payment&nbsp;on something like an additional property, Palantir's deep data analysis will connect this information that's siloed, and present it to the IRS so that they can handle the specific situations accordingly.</p><p><blockquote>这些交易不是匿名的，我们看到你了。”Palantir的AML旨在检测另一个围绕加密货币欺诈的问题，该问题与PayPal的反欺诈平台类似。美国国税局最近在其年度报告中透露，今年迄今为止，它从加密货币相关欺诈中查获了35亿美元。Palantir为IRS提供了破译犯罪金融计划并实时分析各种数据源的解决方案。过去，Palantir允许国税局跟踪资金流动或资产流动。例如，如果有人将资产转移到开曼群岛的一家银行，然后在美国提取现金并将其用于购买额外房产等的首付，Palantir的深度数据分析将连接这些孤立的信息，并将其呈现给国税局，以便他们可以相应地处理具体情况。</blockquote></p><p> Based on Palantir's recent launch of Foundry for Crypto, Palantir could already be using its platform to provide real value for the U.S. government. As more information moves online and it becomes more complex to track complex digital assets, Palantir's technology remains one step ahead of trends when it comes to AI. Palantir continuously creates out-of-the-box solutions for the government, it then filters for commercial use cases.</p><p><blockquote>根据Palantir最近推出的Foundry for Crypto，Palantir可能已经在利用其平台为美国政府提供真正的价值。随着越来越多的信息转移到网上，跟踪复杂的数字资产变得更加复杂，Palantir的技术在人工智能方面仍然领先趋势一步。Palantir不断为政府创建开箱即用的解决方案，然后过滤商业用例。</blockquote></p><p> Now, let's use the L.A. Valuation Stevens Model to provide an updated fair value, then discuss risks associated with Palantir's entrance into crypto.</p><p><blockquote>现在，让我们使用洛杉矶估值史蒂文斯模型来提供更新的公允价值，然后讨论与Palantir进入加密货币领域相关的风险。</blockquote></p><p> <b>Valuation</b></p><p><blockquote><b>估值</b></blockquote></p><p> Palantir continues to land new commercial clients and demonstrate the value of its platform through strong quarterly results. In Q3, Palantir grew its commercial customer count by 46% quarter-over-quarter to over 200 customers. Below are some of Palantir's notable financial metrics.</p><p><blockquote>Palantir继续获得新的商业客户，并通过强劲的季度业绩展示其平台的价值。第三季度，Palantir的商业客户数量环比增长46%，达到200多家。以下是Palantir的一些值得注意的财务指标。</blockquote></p><p> <ul>  <li>$1.43B in TTM revenue</p><p><blockquote><ul><li>TTM收入$1.43 B</li></ul></blockquote></p><p></li>  <li>77% gross profit margins</p><p><blockquote><li>77%毛利率</li></blockquote></p><p></li>  <li>$120 billion TAM</p><p><blockquote><li>1200亿美元TAM</li></blockquote></p><p></li> </ul> <b>Palantir's Fair Value And Expected Return</b></p><p><blockquote><b>Palantir的公允价值和预期回报</b></blockquote></p><p> To determine Palantir's fair value, we will employ our proprietary valuation model. Here's what it entails:</p><p><blockquote>为了确定Palantir的公允价值，我们将采用我们专有的估值模型。它的含义如下：</blockquote></p><p> <ul>  <li>In step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.</p><p><blockquote><ul><li>在第一步中，我们使用传统的DCF模型，自由现金流按我们（股东）的资本成本贴现。</li></ul></blockquote></p><p></li>  <li>In step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).</p><p><blockquote><li>在步骤2中，模型考虑了已发行股票变化（回购/稀释）的影响。</li></blockquote></p><p></li>  <li>In step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.</p><p><blockquote><li>在第三步中，我们将十年结束时未来增长前景的估值正常化。然后，我们使用今天的股价和10年末的预计股价得出CAGR。如果这比市场高出足够的幅度，我们就投资。如果没有，我们等待一个更好的切入点。</li></blockquote></p><p></li> </ul> Assumptions:</p><p><blockquote>假设：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5f1499608f487046f492724343ce6250\" tg-width=\"934\" tg-height=\"572\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Results:</p><p><blockquote>结果：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cad4b65a88b3612deb98a837e64a5193\" tg-width=\"738\" tg-height=\"912\" width=\"100%\" height=\"auto\"><span>Source: L.A. Stevens Valuation Model</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：L.A.史蒂文斯估值模型</span></p></blockquote></p><p> Based on conservative estimates, Palantir is worth ~$31 today when accounting for future dilution, hence Palantir is significantly undervalued.</p><p><blockquote>根据保守估计，考虑到未来的稀释，Palantir目前的价值约为31美元，因此Palantir被严重低估。</blockquote></p><p> In order for us to determine if Palantir is worth an investment today, we'll project the expected return for Palantir over the next 10 years at today's price. To calculate the total expected return for the next decade, we grow the above free cash flow per share at our conservative growth rate, then assign a conservative Price-to-FCF multiple (35x) to it for year ten. Thereby, we create a conservative intrinsic value projection (2031 price target), by which we determine the 10-yr expected CAGR returns. If these returns beat our hurdle rate of 15%, we buy, else we wait for a better buying opportunity.</p><p><blockquote>为了让我们确定Palantir今天是否值得投资，我们将以今天的价格预测Palantir未来10年的预期回报。为了计算未来十年的总预期回报，我们以保守的增长率增长上述每股自由现金流，然后在第十年为其分配保守的价格与自由现金流倍数（35倍）。因此，我们创建了一个保守的内在价值预测（2031年价格目标），通过该预测我们确定了10年的预期CAGR回报。如果这些回报率超过我们15%的门槛率，我们就买入，否则我们等待更好的买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc7e1db2ce3e749cd8088652a7029424\" tg-width=\"736\" tg-height=\"534\" width=\"100%\" height=\"auto\"><span>Source: L.A. Stevens Valuation Model</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：L.A.史蒂文斯估值模型</span></p></blockquote></p><p> Palantir is expected to generate ~20% annualized returns over the next 10 years, therefore, now is an ideal time to add to a position or start one. Palantir's expected to beat our 15% hurdle rate by a wide margin, hence I rate Palantir a strong buy around $20.</p><p><blockquote>Palantir预计在未来10年内产生约20%的年化回报率，因此，现在是增加头寸或开始建仓的理想时机。Palantir预计将大幅超过我们15%的门槛利率，因此我将Palantir评级为20美元左右的强力买入。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> <ul>  <li><i>There are unforeseen risks given that cryptocurrency is a relatively new technology and there is uncertainty around future regulation.</i></p><p><blockquote><ul><li><i>鉴于加密货币是一项相对较新的技术，并且未来监管存在不确定性，因此存在不可预见的风险。</i></li></ul></blockquote></p><p></p><p></li> </ul> Palantir faces competition from both large incumbent tech companies such as Amazon(NASDAQ:AMZN)&nbsp;as well as startups such as Chainalysis. Palantir needs to offer solutions that generate alpha in digital environments that leverage future technological innovations. Chainalysis is a fintech startup that offers KYC and AML automated transaction monitoring on multiple blockchains, similar to Foundry for Crypto. Chainalysis raised $100 million this summer at a $4.2&nbsp;billion valuation and operates in over 60 countries. On the other side of the spectrum are the large tech giants such as Amazon, which started offering the Amazon Managed Blockchain service in 2018, which makes it easy to utilize blockchains such as Ethereum.</p><p><blockquote>Palantir面临着来自Amazon（纳斯达克股票代码：AMZN）等大型现有科技公司以及Chainalysis等初创公司的竞争。Palantir需要提供在利用未来技术创新的数字环境中产生alpha的解决方案。Chainalysis是一家金融科技初创公司，在多个区块链上提供KYC和反洗钱自动交易监控，类似于Foundry for Crypto。Chainalysis今年夏天以42亿美元的估值筹集了1亿美元，业务遍及60多个国家。另一方面是亚马逊等大型科技巨头，该公司于2018年开始提供亚马逊托管区块链服务，这使得利用以太币等区块链变得容易。</blockquote></p><p> The intersection of digital payments resembles a large opportunity as the banks and card networks have incredibly large networks developed at scale. This results in a fintech landscape that is ripe for innovation and it will be increasingly more competitive, as the top 250 fintech unicorns have raised over $73&nbsp;billion since 2016. Palantir will rely on developing the next wave of AI solutions when it comes to payments, by deploying them for the government to create the core technology and then filtering the solution for the commercial sector.</p><p><blockquote>数字支付的交叉类似于一个巨大的机会，因为银行和信用卡网络已经大规模发展了令人难以置信的大型网络。这使得金融科技领域的创新时机已经成熟，而且竞争将越来越激烈，因为自2016年以来，排名前250位的金融科技独角兽已经筹集了超过730亿美元。Palantir将依靠开发下一波支付领域的人工智能解决方案，为政府部署这些解决方案来创建核心技术，然后为商业部门过滤解决方案。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Palantir is at the forefront of the digital transformation underway as its platform is the connective tissue for modern organizations to generate insights from many sources of information. In regard to payments and fintech, Palantir has deep roots that link back to the early days of PayPal as Palantir's targeted the large financial institutions since the early 2010s. Palantir continues to expand its platform to apply its deep data insights to information within decentralized finance applications like smart contracts. Palantir's well-positioned to leverage its platform to connect the data from these blockchain applications and with its AI expertise to enable its customers to offer innovative fintech solutions.</p><p><blockquote>Palantir处于正在进行的数字化转型的最前沿，因为其平台是现代组织从许多信息源中生成见解的结缔组织。在支付和金融科技方面，Palantir有着深厚的渊源，可以追溯到PayPal的早期，因为Palantir自2010年代初以来一直瞄准大型金融机构。Palantir继续扩展其平台，将其深入的数据洞察应用于智能合约等去中心化金融应用程序中的信息。Palantir处于有利地位，可以利用其平台连接这些区块链应用程序的数据，并利用其人工智能专业知识，使其客户能够提供创新的金融科技解决方案。</blockquote></p><p> I've been bullish on Palantir over the past year and trading below $20, Palantir represents an attractive price for long-term investors given that Palantir is a generational company and has strong ties to PayPal's early days. I rate Palantir a strong buy at $20.</p><p><blockquote>过去一年我一直看好Palantir，交易价格低于20美元，鉴于Palantir是一家世代公司，并且与PayPal的早期有着密切的联系，Palantir对长期投资者来说是一个有吸引力的价格。我对Palantir的强烈买入评级为20美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4474525-palantir-stock-foundry-for-crypto-fintech-opportunity\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4474525-palantir-stock-foundry-for-crypto-fintech-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163753909","content_text":"Summary\n\nPalantir recently launched Foundry for Crypto to empower the future of finance.\nPalantir now has the opportunity to leverage its platform's connective tissue to track the flow of funds within decentralized finance applications.\nPalantir's worked with the IRS since 2013 and prior to the release of Foundry, Gotham was deployed for large financial institutions.\nIn today's article, I will highlight Palantir's roots that lead back to PayPal as well as Palantir's opportunity within fintech.\n\nOlemedia/E+ via Getty Images\nInvestment Thesis\nWhen it comes to Palantir (PLTR), most investors are excited by its government business as well as its opportunity in the commercial sector with Foundry for Builders. Today, ~60% of Palantir's business stems from the government, while the other portion comes from the commercial sector. Palantir's platform is known for its artificial intelligence (AI) and deep data insights that provide its customers with critical information to help maximize their profits. Palantir's solutions are built around \"mission-driven engineering\" to integrate information from siloed and unstructured data sets. In this article, we'll explore Palantir's roots that go back to the payments industry and PayPal.\nPayPal and Palantir co-founder Peter Thiel approached fellow Palantir co-founder, Stephen Cohen, in 2004 and told him about his idea for Palantir, here's what he envisioned.\n\n Let's take some of the ideas from the PayPal Anti-Fraud platform and let's try to generalize them to solve the country's counterterrorism problem. And we'll start by selling it directly to the U.S. Government.\n\n\n And while we're at it, let's solve the generalized enterprise information management platforms that are out there. Let's help big enterprises use a Silicon Valley approach to understanding their data.\"-Stephen Cohen, 2013\n\nFive years ago, a quarter of Palantir's business stemmed from the financial sector - while Palantir's connection to the fintech may not be clear on the surface, the company has a significant opportunity to deploy its AI, specifically Foundry, for fintech applications whether that's current banks or fintech companies such as Elementus, a blockchain analytics platform. Palantir currently serves the IRS and the current banking infrastructure as well as future innovative payment technologies such as cryptocurrencies and smart contracts.\nDeep Roots In Payments\nMuch of the Palantir \"DNA\" and culture is replicated from PayPal. Palantir's core technology was also inspired by PayPal, specifically PayPal's Anti-Fraud platform. Peter Thiel co-founded PayPal with Max Levchin and would later go on to co-find Palantir along with Nathan Gettings, Palantir's first chief technology officer, who was an engineer at PayPal where he worked closely with Levchin fighting payment fraud. This PayPal Anti-Fraud framework would go on to provide the fundamental building blocks for Palantir's first initiative to fight counterterrorism.\nPalantir deploys technology within the government that is similar to what it deploys for large financial institutions. The challenges that financial institutions must overcome are similar to those faced in the government context because there are many data sources and many systems that feed input into the financial service sector as well as the government sector. Palantir uses deep data analytics to identify patterns and trends within this information to help its customers manage risk and execute their plans to better navigate complex environments that are constantly changing.\nIn 2016, about 25% of Palantir's business came from the financial sector as Palantir deployed its Gotham Platform to investigate fraud for large institutions, as reported in its S1. Palantir works with a lot of banks and replaced legacy technology that's been around for over 30 years. For example, Credit Suisse has used Palantir since 2013 to analyze risks and detect fraud using data from more than a hundred systems across their operations.\nPalantir seeks to become the central operating system for entire industries rather than just a singular customer and Palantir sees an opportunity to create similar industry-wide partnerships within the financial services industry as it has within the U.S. government and aviation industry. Palantir's consistently winning government contracts while Palantir partnered with Airbus(OTCPK:EADSF) to launch SkyWise in 2017 and now works with over 100 airlines.\nSignificant Opportunity At Hand\nOn November 23, Palantir launched Foundry for Crypto, which will leverage Foundry's defined data integration to automatically build data pipelines and convert unorganized data into a transparent hub.\nFoundry for Crypto will enable Web3 startups to leverage the technology that financial institutions use to fight crime. With the current digital transformation underway and the rise of cryptocurrencies and blockchain technologies, Palantir leverages its data expertise to power the next generation of finance software.\nSource: Offerings | Crypto\nAs indicated above, Palantir is chain-agnostic, meaning that Palantir works with multiple blockchains. Palantir integrates transaction data as well as smart contract data which will enable Palantir to leverage the core competencies of its AI and data analysis to provide its KYC (Know-Your-Customer) insights. For example, if somebody were to make a transaction using cryptocurrency from a non-custodial wallet, then it'd typically be a challenge to decipher KYC information from that wallet since the blockchain itself is encrypted and decentralized. Palantir traces the assets in a non-custodial wallet and tracks where the assets were transferred from. This allows Palantir to locate the exchange the asset was originally transferred from and then Palantir can track customer data from the crypto exchange where the asset was purchased, like Coinbase.\nThe example above highlights how Palantir digs deep and scrapes the data from the blockchain to learn about a specific individual. This goes a long way in validating secure transactions as Palantir identifies malicious transactions on the blockchain, based on the transaction's location and specific properties. Companies that want to accept cryptocurrencies need secure solutions while they also want to gather insights around their customers to propel their businesses. BNPL companies, like Affirm, which was started by Max Levchin and Nathan Gettings, use advanced risk modeling (also referred to as AI) to offer consumers more fair credit assessments because BNPL companies have access to essential data from both the merchant and the consumer. Palantir could leverage its AI and data insights to help its customers better understand their clientele to offer targeted marketing campaigns or help them identify opportunities that will decrease expenses.\nFoundry for Crypto is still in its early adoption stage as it was recently rolled out and Palantir has multiple opportunities to implement this platform in a variety of industries as payment technology continues to evolve and will reshape the current payments landscape.\nSmart contracts are another significant opportunity for Palantir. Smart contracts are a set of protocols that are validated and carried out on the flow of data, meaning that once the contract is fulfilled, the data will indicate the contract is satisfied and ensure that the liable party transfers the agreed-upon funds. Palantir has a great opportunity to play a role in the facilitation of data within smart contracts while removing the costs of working with third networks and banks.\nOne of Palantir's SPAC investments, BlackSky, deploys Foundry and processes real-time satellite imagery to monitor events taking place on Earth. For example, BlackSky can detect if the shipment has been delivered since BlackSky's satellites take images multiple times throughout the day. BlackSky monitors data and information that can only be processed through imagery and is the custodian of monitoring these actions and generating these actions into data points, so that they can inform smart contracts as to whether or not the contract was satisfied. This is a great example of how Palantir's customers may leverage Foundry to process information relating to digital assets and new digital protocols.\nThe Government's Implemented Palantir's \"FinTech\" Solution Since 2013\nThe IRS started working with Palantir in 2013 and Palantir continues to land and expand its partnership with the IRS as it's been awarded nearly $20 million from them over the last 12 months.\nSource: USAspending.gov\nIn May, the IRS launched \"Operation Hidden Gem\", which is an initiative to focus on taxpayers who don't report cryptocurrencies gains. Carolyn Schenck, National Fraud Counsel for the IRS, recently had the following in regards to cryptocurrencies.\n\n These transactions are not anonymous, we see you.\"\n\nAnother issue around crypto fraud, which Palantir's AML is designed to detect, is similar to PayPal's Anti-Fraud platform. The IRS recently revealed in its annual report that it seized $3.5 billion so far this year from cryptocurrency-related fraud. Palantir enables the IRS with the solutions that decipher criminal financial schemes and analyzes a variety of data sources in real-time. In the past, Palantir allowed the IRS to track the flow of funds or the flow of assets. For example, if someone were to transfer assets to a bank in the Cayman Islands and then withdraw the cash in the U.S. and use it for a down payment on something like an additional property, Palantir's deep data analysis will connect this information that's siloed, and present it to the IRS so that they can handle the specific situations accordingly.\nBased on Palantir's recent launch of Foundry for Crypto, Palantir could already be using its platform to provide real value for the U.S. government. As more information moves online and it becomes more complex to track complex digital assets, Palantir's technology remains one step ahead of trends when it comes to AI. Palantir continuously creates out-of-the-box solutions for the government, it then filters for commercial use cases.\nNow, let's use the L.A. Valuation Stevens Model to provide an updated fair value, then discuss risks associated with Palantir's entrance into crypto.\nValuation\nPalantir continues to land new commercial clients and demonstrate the value of its platform through strong quarterly results. In Q3, Palantir grew its commercial customer count by 46% quarter-over-quarter to over 200 customers. Below are some of Palantir's notable financial metrics.\n\n$1.43B in TTM revenue\n77% gross profit margins\n$120 billion TAM\n\nPalantir's Fair Value And Expected Return\nTo determine Palantir's fair value, we will employ our proprietary valuation model. Here's what it entails:\n\nIn step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.\nIn step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).\nIn step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.\n\nAssumptions:\n\nResults:\nSource: L.A. Stevens Valuation Model\nBased on conservative estimates, Palantir is worth ~$31 today when accounting for future dilution, hence Palantir is significantly undervalued.\nIn order for us to determine if Palantir is worth an investment today, we'll project the expected return for Palantir over the next 10 years at today's price. To calculate the total expected return for the next decade, we grow the above free cash flow per share at our conservative growth rate, then assign a conservative Price-to-FCF multiple (35x) to it for year ten. Thereby, we create a conservative intrinsic value projection (2031 price target), by which we determine the 10-yr expected CAGR returns. If these returns beat our hurdle rate of 15%, we buy, else we wait for a better buying opportunity.\nSource: L.A. Stevens Valuation Model\nPalantir is expected to generate ~20% annualized returns over the next 10 years, therefore, now is an ideal time to add to a position or start one. Palantir's expected to beat our 15% hurdle rate by a wide margin, hence I rate Palantir a strong buy around $20.\nRisks\n\nThere are unforeseen risks given that cryptocurrency is a relatively new technology and there is uncertainty around future regulation.\n\nPalantir faces competition from both large incumbent tech companies such as Amazon(NASDAQ:AMZN) as well as startups such as Chainalysis. Palantir needs to offer solutions that generate alpha in digital environments that leverage future technological innovations. Chainalysis is a fintech startup that offers KYC and AML automated transaction monitoring on multiple blockchains, similar to Foundry for Crypto. Chainalysis raised $100 million this summer at a $4.2 billion valuation and operates in over 60 countries. On the other side of the spectrum are the large tech giants such as Amazon, which started offering the Amazon Managed Blockchain service in 2018, which makes it easy to utilize blockchains such as Ethereum.\nThe intersection of digital payments resembles a large opportunity as the banks and card networks have incredibly large networks developed at scale. This results in a fintech landscape that is ripe for innovation and it will be increasingly more competitive, as the top 250 fintech unicorns have raised over $73 billion since 2016. Palantir will rely on developing the next wave of AI solutions when it comes to payments, by deploying them for the government to create the core technology and then filtering the solution for the commercial sector.\nConclusion\nPalantir is at the forefront of the digital transformation underway as its platform is the connective tissue for modern organizations to generate insights from many sources of information. In regard to payments and fintech, Palantir has deep roots that link back to the early days of PayPal as Palantir's targeted the large financial institutions since the early 2010s. Palantir continues to expand its platform to apply its deep data insights to information within decentralized finance applications like smart contracts. Palantir's well-positioned to leverage its platform to connect the data from these blockchain applications and with its AI expertise to enable its customers to offer innovative fintech solutions.\nI've been bullish on Palantir over the past year and trading below $20, Palantir represents an attractive price for long-term investors given that Palantir is a generational company and has strong ties to PayPal's early days. I rate Palantir a strong buy at $20.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845008207,"gmtCreate":1636250185939,"gmtModify":1636250371314,"author":{"id":"3575247585577854","authorId":"3575247585577854","name":"Tgbdisciple","avatar":"https://static.tigerbbs.com/7c099c9cab7661dd2fa5c44752e05414","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575247585577854","idStr":"3575247585577854"},"themes":[],"htmlText":"College","listText":"College","text":"College","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/845008207","repostId":"2181742244","repostType":4,"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}