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myLaohor
2021-12-09
Hello, good article for Omeo r planning to invest crypto curr
Coinbase Stock: Bull vs. Bear<blockquote>Coinbase 股票:牛市与熊市</blockquote>
myLaohor
2021-12-08
When it goes n share drop. I will buy more :)
Apple Stock: What Happens When The Cash Runs Out?<blockquote>苹果股票:现金耗尽时会发生什么?</blockquote>
myLaohor
2021-12-06
Of course. Sure!!
Rivian Ratings Arrive. They Are More Positive Than Tesla.<blockquote>Rivian收视率到来。他们比特斯拉更积极。</blockquote>
myLaohor
2021-12-02
Hope apple will settle and keep growing steadily over the future years
How Apple’s Rally Is a Boon to Berkshire Hathaway<blockquote>苹果的反弹如何为伯克希尔哈撒韦公司带来福音</blockquote>
myLaohor
2021-11-25
Look like some opportunity there. But might needto watch a bit closely
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myLaohor
2021-11-22
Crash is not the issue. What important is what took place after the crash
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myLaohor
2021-11-18
Very likely will beat sales on this release
Apple Could Smash Its iPhone Holiday Sales Record. What That Means for the Stock.<blockquote>苹果可能会打破其iPhone假日销售记录。这对股票意味着什么。</blockquote>
myLaohor
2021-11-09
That not a good news
WHO warns of shortage of 1-2 billion Covid-19 vaccine syringes<blockquote>世卫组织警告1-20亿支Covid-19疫苗注射器短缺</blockquote>
myLaohor
2021-11-09
Omg this something to look forward to
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myLaohor
2021-11-02
So look forward for Apple big correction. Longer more clearer Apple is attractive for going mid to long.
Apple Disappointed -- and Quickly Rebounded. Here's Why.<blockquote>苹果令人失望,但很快反弹。原因如下。</blockquote>
myLaohor
2021-10-29
How good If there will be a big correction. 😂 there will be always someone ever ready to buy
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myLaohor
2021-10-13
Some positive outlook here
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myLaohor
2021-10-06
Too volatile... for my liking.
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myLaohor
2021-09-30
Confident the ceiling will be higher
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myLaohor
2021-09-20
Follow in to see what pans out
Nike, Costco, FedEx, Salesforce, and Other Stocks for Investors to Watch This Week<blockquote>耐克、好市多、联邦快递、Salesforce 和其他投资者本周值得关注的股票</blockquote>
myLaohor
2021-09-14
Goingbto watch closely see how this pans out
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myLaohor
2021-09-02
Apple is drop 40% the index will not look good either. All the best
Bear Attack: Could Apple Stock Really Drop 40%?<blockquote>熊市攻击:苹果股票真的会下跌40%吗?</blockquote>
myLaohor
2021-09-01
Mmm Disney always my dreams... hope to get a chance to buy some soon. Good prospect
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myLaohor
2021-08-19
Opportunity slowly reveal itself.
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myLaohor
2021-08-16
Good share for good future
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去老虎APP查看更多动态
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good article for Omeo r planning to invest crypto curr","listText":"Hello, good article for Omeo r planning to invest crypto curr","text":"Hello, good article for Omeo r planning to invest crypto curr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602572045","repostId":"1153197163","repostType":4,"repost":{"id":"1153197163","kind":"news","pubTimestamp":1639037797,"share":"https://www.laohunote.com/m/news/1153197163?lang=zh_CN&edition=full","pubTime":"2021-12-09 16:16","market":"us","language":"en","title":"Coinbase Stock: Bull vs. Bear<blockquote>Coinbase 股票:牛市与熊市</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153197163","media":"Motley Fool","summary":"The biggest crypto marketplace hasn't performed nearly as well as some of the biggest coins on its platform.","content":"<p>Mainstream cryptocurrency exchange <b>Coinbase Global</b> is the largest and best-known marketplace. Over 73 million verified users and some 10,000 institutions use its platform for investing in and holding around 120 different cryptocurrencies.</p><p><blockquote>主流加密货币交易所<b>比特币基地全球</b>是最大和最著名的市场。超过 7300 万经过验证的用户和约 10,000 家机构使用其平台投资和持有约 120 种不同的加密货币。</blockquote></p><p> The popular, easy-to-use interface has seen assets soar to $255 billion at the end of the third quarter, a seven-fold increase from the $36 billion it had one year ago. Despite the stellar gains, its stock hasn't been quite a star performer, with shares down about 20% from their debut via a direct listing in April.</p><p><blockquote>到第三季度末,这种广受欢迎、易于使用的界面使资产飙升至 2550 亿美元,比一年前的 360 亿美元增长了七倍。尽管涨幅巨大,但其股票表现并不出色,自 4 月份通过直接上市首次亮相以来,股价已下跌约 20%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68edf653981c880834000e5072fb8304\" tg-width=\"2000\" tg-height=\"1373\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社。</span></p></blockquote></p><p> As a pick-and-shovel play on cryptocurrency, Coinbase has the potential to be a major winning investment, regardless of whether <b>Bitcoin</b> maintains its dominance or <b>Solana</b> or <b>Cardano</b> prove to be actual <b>Ethereum</b> killers.</p><p><blockquote>作为加密货币的挑选游戏,Coinbase 有潜力成为一项重大的成功投资,无论是否<b>比特币</b>维持其主导地位或<b>索拉纳</b>或<b>卡尔达诺</b>证明是真实的<b>以太币</b>杀手。</blockquote></p><p> However, it's still a hardscrabble play that has yet to perform as well as expected, and for some very good reasons. Below, you can divide into the bear and bull case for whether this is the best time to buy this crypto marketplace for your portfolio.</p><p><blockquote>然而,这仍然是一个艰难的拼字游戏,还没有像预期的那样表现,有一些非常好的原因。下面,您可以将这是否是为您的投资组合购买这个加密市场的最佳时机分为熊市和牛市。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/542df2fd97487544fabce5abd68a05ea\" tg-width=\"2000\" tg-height=\"1356\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社。</span></p></blockquote></p><p> <b>The other side of the Coinbase</b></p><p><blockquote><b>比特币基地的另一面</b></blockquote></p><p> <b>Rick Munarriz:</b>There's a lot to like about Coinbase as an investor -- until you start to zoom in as a crypto trader. Coinbase is the mainstream name that even crypto outsiders know, and understandably so with $255 billion in assets on platform. Unfortunately, it's more like crypto investing on training wheels. It's a nest to chirp away in as a baby bird until you're ready to fly. It's the first person you date and ultimately leave when things start to get serious.</p><p><blockquote><b>里克·穆纳里兹:</b>作为一名投资者,比特币基地有很多值得喜欢的地方——直到你开始成为一名加密货币交易员。比特币基地是连加密货币局外人都知道的主流名称,可以理解的是,该平台拥有2550亿美元的资产。不幸的是,这更像是对训练轮上的加密投资。这是一个可以像小鸟一样啁啾的巢,直到你准备好飞翔。这是你约会的第一个人,当事情开始变得严重时,你最终会离开。</blockquote></p><p> Crack open the hood, and you'll see a platform with high trading fees, a history of iffy customer service when things go wrong, and limited options to generate passive income on your investments. You might think it's great that you can earn 4.5% annually on your staked Ethereum, but that's only if you lock it up until the world's second-most-valuable digital currency completes its migration to proof of work. You can earn more than 4.5% on several smaller platforms without having to wait for an event with no actual date to regain access to your crypto. You would think that Coinbase would be the leader in yield on <b>USD Coin</b>, the dollar-pegged stablecoin that it created. Nope. All you can earn is 0.15% a year, whereas you can earn yields topping 10% on other platforms.</p><p><blockquote>打开引擎盖,你会看到一个交易费很高的平台,出现问题时客户服务不稳定的历史,以及从投资中产生被动收入的有限选择。你可能认为你可以在你的质押以太币上每年赚取4.5%的收益是很棒的,但这只有在你锁定它直到世界上第二有价值的数字货币完成向工作证明的迁移时。你可以在几个较小的平台上赚取超过4.5%的收入,而不必等待一个没有实际日期的事件来重新获得你的密码。您可能认为 Coinbase 会成为收益率的领导者<b>美元硬币</b>它创建的与美元挂钩的稳定币。没有。你每年只能赚取0.15%,而在其他平台上你可以赚取超过10%的收益率。</blockquote></p><p> Stock investors wooed by Coinbase and its high margins may want to take a closer look at the surprisingly low trailing earnings multiple. It's padded with one-time gains and a perfect storm that is highly unlikely to be duplicated. Analysts see earnings roughly cut in half next year. The bottom line isn't the only thing that is shrinking here. Monthly transacting users went from 8.8 million in the second quarter of this year to just 7.4 million in the third quarter. Trading volume in its latest report was lower than each of its two previous quarters. Cool nest. It's time to flap those wings and fly. It's not me. It's you.</p><p><blockquote>被 Coinbase 及其高利润率吸引的股票投资者可能想仔细看看令人惊讶的低追踪市盈率。它充满了一次性的收益和一场不太可能被复制的完美风暴。分析师预计明年盈利将大致减半。底线并不是这里唯一萎缩的东西。月交易用户从今年第二季度的880万下降到第三季度的仅740万。其最新报告中的交易量低于前两个季度。凉爽的巢。是时候扇动翅膀飞翔了。不是我。是你。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e2e4882a68944561380c7ec61f00bb8\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社。</span></p></blockquote></p><p> <b>Patience is still key to investing</b></p><p><blockquote><b>耐心仍然是投资的关键</b></blockquote></p><p> <b>Rich Duprey:</b>Even in the crypto world, patience is an investor virtue. Even though Bitcoin has gone up 8 billion percent and <b>Shiba Inu</b> has rocketed 53 million percent higher just in 2021 alone, having a long-term outlook is justified when it comes to Coinbase despite it actually being down 38% from its high point.</p><p><blockquote><b>里奇·杜普雷:</b>即使在加密货币领域,耐心也是投资者的一种美德。尽管比特币已经上涨了80亿<b>柴犬</b>仅在 2021 年就飙升了 5300 万个百分点,尽管 Coinbase 实际上比最高点下跌了 38%,但对其进行长期展望是合理的。</blockquote></p><p> Volatility should be expected in the early days of crypto, let alone Coinbase, but such wild swings will impact its transaction revenue. As my colleague Rick notes, global trading volume for the third quarter was down 37% from the second quarter, leading to a 29% drop in Coinbase's volume.</p><p><blockquote>在加密的早期,波动性应该是意料之中的,更不用说比特币基地了,但这种剧烈的波动将影响其交易收入。正如我的同事里克指出的那样,第三季度的全球交易量比第二季度下降了37%,导致比特币基地的交易量下降了29%。</blockquote></p><p> Even so, Coinbase was able to report having 7.4 million monthly transacting users helping it to generate $1.2 billion in revenue -- the third straight quarter of over $1 billion generated. It reported $612 million in adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA), giving it amazing profit margins of 50%.</p><p><blockquote>即便如此,Coinbase 仍有 740 万每月交易用户,帮助其产生了 12 亿美元的收入,这是连续第三个季度的收入超过 10 亿美元。该公司报告调整后的息税折旧摊销前利润 (EBITDA) 为 6.12 亿美元,利润率高达 50%。</blockquote></p><p></p><p> So it's clear the business is solid and on a firm foundation, though I don't disagree with Rick that Coinbase can do some things better. Much better, even. Still, revenue is forecast to surge to over $8 billion by 2024 when adjusted EBITDA is expected to hit $2.8 billion.</p><p><blockquote>因此,很明显,这项业务是稳固的,并且建立在坚实的基础上,尽管我并不反对里克的观点,即比特币基地可以做得更好。甚至好多了。尽管如此,预计到 2024 年,收入将飙升至 80 亿美元以上,届时调整后 EBITDA 预计将达到 28 亿美元。</blockquote></p><p> Coinbase has been focused on achieving critical mass, and now as the preeminent crypto marketplace, it has the resources to further innovate in the space. This is a crypto name that has the potential to double, triple, or even become a ten-bagger for investors, so long as they have the patience to ride it out.</p><p><blockquote>比特币基地一直专注于实现临界质量,现在作为卓越的加密市场,它拥有在该领域进一步创新的资源。这是一个加密货币名称,只要投资者有耐心度过难关,就有可能翻倍、翻三倍,甚至成为十袋大亨。</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>Coinbase Stock: Bull vs. Bear<blockquote>Coinbase 股票:牛市与熊市</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\">\nCoinbase Stock: Bull vs. Bear<blockquote>Coinbase 股票:牛市与熊市</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\">2021-12-09 16:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Mainstream cryptocurrency exchange <b>Coinbase Global</b> is the largest and best-known marketplace. Over 73 million verified users and some 10,000 institutions use its platform for investing in and holding around 120 different cryptocurrencies.</p><p><blockquote>主流加密货币交易所<b>比特币基地全球</b>是最大和最著名的市场。超过 7300 万经过验证的用户和约 10,000 家机构使用其平台投资和持有约 120 种不同的加密货币。</blockquote></p><p> The popular, easy-to-use interface has seen assets soar to $255 billion at the end of the third quarter, a seven-fold increase from the $36 billion it had one year ago. Despite the stellar gains, its stock hasn't been quite a star performer, with shares down about 20% from their debut via a direct listing in April.</p><p><blockquote>到第三季度末,这种广受欢迎、易于使用的界面使资产飙升至 2550 亿美元,比一年前的 360 亿美元增长了七倍。尽管涨幅巨大,但其股票表现并不出色,自 4 月份通过直接上市首次亮相以来,股价已下跌约 20%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68edf653981c880834000e5072fb8304\" tg-width=\"2000\" tg-height=\"1373\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社。</span></p></blockquote></p><p> As a pick-and-shovel play on cryptocurrency, Coinbase has the potential to be a major winning investment, regardless of whether <b>Bitcoin</b> maintains its dominance or <b>Solana</b> or <b>Cardano</b> prove to be actual <b>Ethereum</b> killers.</p><p><blockquote>作为加密货币的挑选游戏,Coinbase 有潜力成为一项重大的成功投资,无论是否<b>比特币</b>维持其主导地位或<b>索拉纳</b>或<b>卡尔达诺</b>证明是真实的<b>以太币</b>杀手。</blockquote></p><p> However, it's still a hardscrabble play that has yet to perform as well as expected, and for some very good reasons. Below, you can divide into the bear and bull case for whether this is the best time to buy this crypto marketplace for your portfolio.</p><p><blockquote>然而,这仍然是一个艰难的拼字游戏,还没有像预期的那样表现,有一些非常好的原因。下面,您可以将这是否是为您的投资组合购买这个加密市场的最佳时机分为熊市和牛市。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/542df2fd97487544fabce5abd68a05ea\" tg-width=\"2000\" tg-height=\"1356\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社。</span></p></blockquote></p><p> <b>The other side of the Coinbase</b></p><p><blockquote><b>比特币基地的另一面</b></blockquote></p><p> <b>Rick Munarriz:</b>There's a lot to like about Coinbase as an investor -- until you start to zoom in as a crypto trader. Coinbase is the mainstream name that even crypto outsiders know, and understandably so with $255 billion in assets on platform. Unfortunately, it's more like crypto investing on training wheels. It's a nest to chirp away in as a baby bird until you're ready to fly. It's the first person you date and ultimately leave when things start to get serious.</p><p><blockquote><b>里克·穆纳里兹:</b>作为一名投资者,比特币基地有很多值得喜欢的地方——直到你开始成为一名加密货币交易员。比特币基地是连加密货币局外人都知道的主流名称,可以理解的是,该平台拥有2550亿美元的资产。不幸的是,这更像是对训练轮上的加密投资。这是一个可以像小鸟一样啁啾的巢,直到你准备好飞翔。这是你约会的第一个人,当事情开始变得严重时,你最终会离开。</blockquote></p><p> Crack open the hood, and you'll see a platform with high trading fees, a history of iffy customer service when things go wrong, and limited options to generate passive income on your investments. You might think it's great that you can earn 4.5% annually on your staked Ethereum, but that's only if you lock it up until the world's second-most-valuable digital currency completes its migration to proof of work. You can earn more than 4.5% on several smaller platforms without having to wait for an event with no actual date to regain access to your crypto. You would think that Coinbase would be the leader in yield on <b>USD Coin</b>, the dollar-pegged stablecoin that it created. Nope. All you can earn is 0.15% a year, whereas you can earn yields topping 10% on other platforms.</p><p><blockquote>打开引擎盖,你会看到一个交易费很高的平台,出现问题时客户服务不稳定的历史,以及从投资中产生被动收入的有限选择。你可能认为你可以在你的质押以太币上每年赚取4.5%的收益是很棒的,但这只有在你锁定它直到世界上第二有价值的数字货币完成向工作证明的迁移时。你可以在几个较小的平台上赚取超过4.5%的收入,而不必等待一个没有实际日期的事件来重新获得你的密码。您可能认为 Coinbase 会成为收益率的领导者<b>美元硬币</b>它创建的与美元挂钩的稳定币。没有。你每年只能赚取0.15%,而在其他平台上你可以赚取超过10%的收益率。</blockquote></p><p> Stock investors wooed by Coinbase and its high margins may want to take a closer look at the surprisingly low trailing earnings multiple. It's padded with one-time gains and a perfect storm that is highly unlikely to be duplicated. Analysts see earnings roughly cut in half next year. The bottom line isn't the only thing that is shrinking here. Monthly transacting users went from 8.8 million in the second quarter of this year to just 7.4 million in the third quarter. Trading volume in its latest report was lower than each of its two previous quarters. Cool nest. It's time to flap those wings and fly. It's not me. It's you.</p><p><blockquote>被 Coinbase 及其高利润率吸引的股票投资者可能想仔细看看令人惊讶的低追踪市盈率。它充满了一次性的收益和一场不太可能被复制的完美风暴。分析师预计明年盈利将大致减半。底线并不是这里唯一萎缩的东西。月交易用户从今年第二季度的880万下降到第三季度的仅740万。其最新报告中的交易量低于前两个季度。凉爽的巢。是时候扇动翅膀飞翔了。不是我。是你。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e2e4882a68944561380c7ec61f00bb8\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社。</span></p></blockquote></p><p> <b>Patience is still key to investing</b></p><p><blockquote><b>耐心仍然是投资的关键</b></blockquote></p><p> <b>Rich Duprey:</b>Even in the crypto world, patience is an investor virtue. Even though Bitcoin has gone up 8 billion percent and <b>Shiba Inu</b> has rocketed 53 million percent higher just in 2021 alone, having a long-term outlook is justified when it comes to Coinbase despite it actually being down 38% from its high point.</p><p><blockquote><b>里奇·杜普雷:</b>即使在加密货币领域,耐心也是投资者的一种美德。尽管比特币已经上涨了80亿<b>柴犬</b>仅在 2021 年就飙升了 5300 万个百分点,尽管 Coinbase 实际上比最高点下跌了 38%,但对其进行长期展望是合理的。</blockquote></p><p> Volatility should be expected in the early days of crypto, let alone Coinbase, but such wild swings will impact its transaction revenue. As my colleague Rick notes, global trading volume for the third quarter was down 37% from the second quarter, leading to a 29% drop in Coinbase's volume.</p><p><blockquote>在加密的早期,波动性应该是意料之中的,更不用说比特币基地了,但这种剧烈的波动将影响其交易收入。正如我的同事里克指出的那样,第三季度的全球交易量比第二季度下降了37%,导致比特币基地的交易量下降了29%。</blockquote></p><p> Even so, Coinbase was able to report having 7.4 million monthly transacting users helping it to generate $1.2 billion in revenue -- the third straight quarter of over $1 billion generated. It reported $612 million in adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA), giving it amazing profit margins of 50%.</p><p><blockquote>即便如此,Coinbase 仍有 740 万每月交易用户,帮助其产生了 12 亿美元的收入,这是连续第三个季度的收入超过 10 亿美元。该公司报告调整后的息税折旧摊销前利润 (EBITDA) 为 6.12 亿美元,利润率高达 50%。</blockquote></p><p></p><p> So it's clear the business is solid and on a firm foundation, though I don't disagree with Rick that Coinbase can do some things better. Much better, even. Still, revenue is forecast to surge to over $8 billion by 2024 when adjusted EBITDA is expected to hit $2.8 billion.</p><p><blockquote>因此,很明显,这项业务是稳固的,并且建立在坚实的基础上,尽管我并不反对里克的观点,即比特币基地可以做得更好。甚至好多了。尽管如此,预计到 2024 年,收入将飙升至 80 亿美元以上,届时调整后 EBITDA 预计将达到 28 亿美元。</blockquote></p><p> Coinbase has been focused on achieving critical mass, and now as the preeminent crypto marketplace, it has the resources to further innovate in the space. This is a crypto name that has the potential to double, triple, or even become a ten-bagger for investors, so long as they have the patience to ride it out.</p><p><blockquote>比特币基地一直专注于实现临界质量,现在作为卓越的加密市场,它拥有在该领域进一步创新的资源。这是一个加密货币名称,只要投资者有耐心度过难关,就有可能翻倍、翻三倍,甚至成为十袋大亨。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/12/08/coinbase-stock-bull-vs-bear/\">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":{"COIN":"Coinbase Global, Inc."},"source_url":"https://www.fool.com/investing/2021/12/08/coinbase-stock-bull-vs-bear/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153197163","content_text":"Mainstream cryptocurrency exchange Coinbase Global is the largest and best-known marketplace. Over 73 million verified users and some 10,000 institutions use its platform for investing in and holding around 120 different cryptocurrencies.\nThe popular, easy-to-use interface has seen assets soar to $255 billion at the end of the third quarter, a seven-fold increase from the $36 billion it had one year ago. Despite the stellar gains, its stock hasn't been quite a star performer, with shares down about 20% from their debut via a direct listing in April.\nImage source: Getty Images.\nAs a pick-and-shovel play on cryptocurrency, Coinbase has the potential to be a major winning investment, regardless of whether Bitcoin maintains its dominance or Solana or Cardano prove to be actual Ethereum killers.\nHowever, it's still a hardscrabble play that has yet to perform as well as expected, and for some very good reasons. Below, you can divide into the bear and bull case for whether this is the best time to buy this crypto marketplace for your portfolio.\nImage source: Getty Images.\nThe other side of the Coinbase\nRick Munarriz:There's a lot to like about Coinbase as an investor -- until you start to zoom in as a crypto trader. Coinbase is the mainstream name that even crypto outsiders know, and understandably so with $255 billion in assets on platform. Unfortunately, it's more like crypto investing on training wheels. It's a nest to chirp away in as a baby bird until you're ready to fly. It's the first person you date and ultimately leave when things start to get serious.\nCrack open the hood, and you'll see a platform with high trading fees, a history of iffy customer service when things go wrong, and limited options to generate passive income on your investments. You might think it's great that you can earn 4.5% annually on your staked Ethereum, but that's only if you lock it up until the world's second-most-valuable digital currency completes its migration to proof of work. You can earn more than 4.5% on several smaller platforms without having to wait for an event with no actual date to regain access to your crypto. You would think that Coinbase would be the leader in yield on USD Coin, the dollar-pegged stablecoin that it created. Nope. All you can earn is 0.15% a year, whereas you can earn yields topping 10% on other platforms.\nStock investors wooed by Coinbase and its high margins may want to take a closer look at the surprisingly low trailing earnings multiple. It's padded with one-time gains and a perfect storm that is highly unlikely to be duplicated. Analysts see earnings roughly cut in half next year. The bottom line isn't the only thing that is shrinking here. Monthly transacting users went from 8.8 million in the second quarter of this year to just 7.4 million in the third quarter. Trading volume in its latest report was lower than each of its two previous quarters. Cool nest. It's time to flap those wings and fly. It's not me. It's you.\nImage source: Getty Images.\nPatience is still key to investing\nRich Duprey:Even in the crypto world, patience is an investor virtue. Even though Bitcoin has gone up 8 billion percent and Shiba Inu has rocketed 53 million percent higher just in 2021 alone, having a long-term outlook is justified when it comes to Coinbase despite it actually being down 38% from its high point.\nVolatility should be expected in the early days of crypto, let alone Coinbase, but such wild swings will impact its transaction revenue. As my colleague Rick notes, global trading volume for the third quarter was down 37% from the second quarter, leading to a 29% drop in Coinbase's volume.\nEven so, Coinbase was able to report having 7.4 million monthly transacting users helping it to generate $1.2 billion in revenue -- the third straight quarter of over $1 billion generated. It reported $612 million in adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA), giving it amazing profit margins of 50%.\nSo it's clear the business is solid and on a firm foundation, though I don't disagree with Rick that Coinbase can do some things better. Much better, even. Still, revenue is forecast to surge to over $8 billion by 2024 when adjusted EBITDA is expected to hit $2.8 billion.\nCoinbase has been focused on achieving critical mass, and now as the preeminent crypto marketplace, it has the resources to further innovate in the space. This is a crypto name that has the potential to double, triple, or even become a ten-bagger for investors, so long as they have the patience to ride it out.","news_type":1,"symbols_score_info":{"COIN":0.9}},"isVote":1,"tweetType":1,"viewCount":4301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602061974,"gmtCreate":1638941877003,"gmtModify":1638941877105,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"title":"","htmlText":"When it goes n share drop. I will buy more :) ","listText":"When it goes n share drop. I will buy more :) ","text":"When it goes n share drop. I will buy more :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602061974","repostId":"1105817084","repostType":4,"repost":{"id":"1105817084","kind":"news","pubTimestamp":1638933976,"share":"https://www.laohunote.com/m/news/1105817084?lang=zh_CN&edition=full","pubTime":"2021-12-08 11:26","market":"us","language":"en","title":"Apple Stock: What Happens When The Cash Runs Out?<blockquote>苹果股票:现金耗尽时会发生什么?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1105817084","media":"TheStreet","summary":"Apple is about to run out of cash. This statement may sound lucrac is to most Apple stock investors, since the Cupertino company has been a cash-generating machine in the past many years. But even the management team knows this to be true.Today, the Apple Maven talks about what has been happening to the iPhone maker’s once giant pile of cash, and what the declining balances may mean for shareholders.To be fair, “running out of cash” in this context does not mean that Apple’s checking accounts a","content":"<p>Apple is about to run out of cash. This statement may sound lucrac is to most Apple stock (<b>AAPL</b>) investors, since the Cupertino company has been a cash-generating machine in the past many years. But even the management team knows this to be true.</p><p><blockquote>苹果即将耗尽现金。这种说法可能听起来像是 lucrac 对大多数苹果股票来说(<b>苹果</b>)投资者,因为这家库比蒂诺公司在过去多年里一直是一台现金产生机器。但即使是管理团队也知道这是真的。</blockquote></p><p> Today, the Apple Maven talks about what has been happening to the iPhone maker’s once giant pile of cash, and what the declining balances may mean for shareholders.</p><p><blockquote>今天,这位苹果专家将谈论这家 iPhone 制造商曾经的巨额现金发生了什么变化,以及余额的减少可能对股东意味着什么。</blockquote></p><p> <b>Apple heading to net cash neutral</b></p><p><blockquote><b>苹果走向净现金中性</b></blockquote></p><p> To be fair, “running out of cash” in this context does not mean that Apple’s checking accounts at the bank will dry out. It simply means that the company’s debt balances will roughly offset its cash position — i.e. Apple will become net cash neutral.</p><p><blockquote>平心而论,在这种情况下,“现金耗尽 ”并不意味着苹果在银行的支票账户会枯竭。这仅仅意味着公司的债务余额将大致抵消其现金状况--也就是说,苹果将成为净现金中性。</blockquote></p><p> The chart below shows the evolution of Apple’s gross cash (blue bars) and net cash (orange bars) balances since 2011. Ten years ago was when then-CEO Steve Jobs stepped down and turned the control of the company over to then-COO Tim Cook.</p><p><blockquote>下图显示了自 2011 年以来苹果现金总额(蓝色条形图)和净现金(橙色条形图)余额的演变情况。十年前,时任首席执行官史蒂夫·乔布斯辞职,将公司控制权移交给时任首席运营官蒂姆·库克。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/435c5199979bc64d49899feed29d15fb\" tg-width=\"1200\" tg-height=\"723\" width=\"100%\" height=\"auto\"><span>Figure 2:Apple's cash position, fiscal 2012-2021.data from Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 2:Apple 2012-2021 财年现金状况。数据来自 Seeking Alpha</span></p></blockquote></p><p> Starting in 2012, Apple began issuing debt for the first time in its history. By 2017, the company boasted the largest gross and net-of-debt cash balances that it had ever seen in its books. But since then, both numbers have been dwindling. This year’s $72 billion in net cash is less than half the amount of about four years ago.</p><p><blockquote>从2012年开始,苹果历史上首次开始发债。到2017年,该公司拥有有史以来最大的总现金余额和债务净额。但从那以后,这两个数字都在减少。今年的净现金为 720 亿美元,还不到四年前的一半。</blockquote></p><p> <b>What happens when cash runs out?</b></p><p><blockquote><b>现金用完后会发生什么?</b></blockquote></p><p> The chart below shows that, prior to Tim Cook as CEO, Apple was very timid at deploying its cash reserves. While capex and dividend payments increased quickly (large M&A has never been a thing for Apple), buybacks skyrocketed. Apple has spent more than three times as much in share repurchases since 2018 than it did in capex and dividends combined.</p><p><blockquote>下图显示,在蒂姆·库克担任首席执行官之前,苹果在部署现金储备方面非常胆怯。虽然资本支出和股息支付迅速增加(大型并购对苹果来说从来都不是一件事),但回购却激增。自 2018 年以来,苹果在股票回购上的支出是资本支出和股息总和的三倍多。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e0ecee1dedf8551b616732dc7180c574\" tg-width=\"1200\" tg-height=\"694\" width=\"100%\" height=\"auto\"><span>Figure 3:Apple's cash deployment by major category.data from Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 3:按主要类别划分的苹果现金部署情况。数据来自 Seeking Alpha</span></p></blockquote></p><p> As Apple’s cash balance continues to dip, it is reasonable to expect the pace of share retirement to decline as well. This is true not only because of a leaner balance sheet, but because AAPL stock trades at a much richer price today — thus, it costs Apple more to buy back each share of its own equity.</p><p><blockquote>随着苹果的现金余额持续下降,有理由预计股票退役的速度也会下降。这不仅是因为资产负债表更精简,还因为 AAPL 股票如今的交易价格要高得多——因此,苹果回购每股股权的成本更高。</blockquote></p><p> Why is this relevant for investors? Over the past decade, Apple’s shares outstanding have declined by 10 billion units to 16.7 billion. Share count is the denominator in EPS (earnings per share) and EPS is the denominator in price-to-earnings. Therefore, buybacks alone have probably been responsible for a good chunk of Apple stock’s climb in the past several years.</p><p><blockquote>为什么这与投资者相关?在过去十年中,苹果的流通股减少了 100 亿股,降至 167 亿股。股份数量是 EPS(每股收益)的分母,EPS 是市盈率的分母。因此,仅回购一项就可能是苹果股价在过去几年中上涨的主要原因。</blockquote></p><p> At the current stock price of $165 apiece, Apple can afford to retire around 435 million more shares with its current net cash balance, or barely 3% of the float. After that point, the Cupertino company might need to scale back on repurchases or borrow in order to keep buying its stock.</p><p><blockquote>按照目前每股 165 美元的股价计算,苹果以其目前的净现金余额可以再退役约 4.35 亿股股票,仅占流通股的 3%。此后,这家库比蒂诺公司可能需要减少回购或借款,以继续购买其股票。</blockquote></p><p> <b>Should investors worry?</b></p><p><blockquote><b>投资者应该担心吗?</b></blockquote></p><p> I think that Apple stock could suffer, at least from deteriorated investor sentiment, if or once it begins to slow down the pace of its share buyback efforts. However, I also believe that this is only one aspect of the investment thesis that people should consider.</p><p><blockquote>我认为,如果或一旦苹果开始放缓股票回购步伐,它的股票可能会受到影响,至少投资者情绪恶化。然而,我也相信,这只是人们应该考虑的投资论点的一个方面。</blockquote></p><p> I remain optimistic about Apple stock from a business fundamentals perspective. The Cupertino company seems to have found the sweet spot in demand for its products and services, which I believe bodes very well for AAPL in the foreseeable future.</p><p><blockquote>从商业基本面的角度来看,我仍然看好苹果股票。这家库比蒂诺公司似乎已经找到了对其产品和服务需求的最佳点,我相信这在可预见的未来对 AAPL 来说是一个非常好的兆头。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: What Happens When The Cash Runs Out?<blockquote>苹果股票:现金耗尽时会发生什么?</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: What Happens When The Cash Runs Out?<blockquote>苹果股票:现金耗尽时会发生什么?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-08 11:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple is about to run out of cash. This statement may sound lucrac is to most Apple stock (<b>AAPL</b>) investors, since the Cupertino company has been a cash-generating machine in the past many years. But even the management team knows this to be true.</p><p><blockquote>苹果即将耗尽现金。这种说法可能听起来像是 lucrac 对大多数苹果股票来说(<b>苹果</b>)投资者,因为这家库比蒂诺公司在过去多年里一直是一台现金产生机器。但即使是管理团队也知道这是真的。</blockquote></p><p> Today, the Apple Maven talks about what has been happening to the iPhone maker’s once giant pile of cash, and what the declining balances may mean for shareholders.</p><p><blockquote>今天,这位苹果专家将谈论这家 iPhone 制造商曾经的巨额现金发生了什么变化,以及余额的减少可能对股东意味着什么。</blockquote></p><p> <b>Apple heading to net cash neutral</b></p><p><blockquote><b>苹果走向净现金中性</b></blockquote></p><p> To be fair, “running out of cash” in this context does not mean that Apple’s checking accounts at the bank will dry out. It simply means that the company’s debt balances will roughly offset its cash position — i.e. Apple will become net cash neutral.</p><p><blockquote>平心而论,在这种情况下,“现金耗尽 ”并不意味着苹果在银行的支票账户会枯竭。这仅仅意味着公司的债务余额将大致抵消其现金状况--也就是说,苹果将成为净现金中性。</blockquote></p><p> The chart below shows the evolution of Apple’s gross cash (blue bars) and net cash (orange bars) balances since 2011. Ten years ago was when then-CEO Steve Jobs stepped down and turned the control of the company over to then-COO Tim Cook.</p><p><blockquote>下图显示了自 2011 年以来苹果现金总额(蓝色条形图)和净现金(橙色条形图)余额的演变情况。十年前,时任首席执行官史蒂夫·乔布斯辞职,将公司控制权移交给时任首席运营官蒂姆·库克。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/435c5199979bc64d49899feed29d15fb\" tg-width=\"1200\" tg-height=\"723\" width=\"100%\" height=\"auto\"><span>Figure 2:Apple's cash position, fiscal 2012-2021.data from Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 2:Apple 2012-2021 财年现金状况。数据来自 Seeking Alpha</span></p></blockquote></p><p> Starting in 2012, Apple began issuing debt for the first time in its history. By 2017, the company boasted the largest gross and net-of-debt cash balances that it had ever seen in its books. But since then, both numbers have been dwindling. This year’s $72 billion in net cash is less than half the amount of about four years ago.</p><p><blockquote>从2012年开始,苹果历史上首次开始发债。到2017年,该公司拥有有史以来最大的总现金余额和债务净额。但从那以后,这两个数字都在减少。今年的净现金为 720 亿美元,还不到四年前的一半。</blockquote></p><p> <b>What happens when cash runs out?</b></p><p><blockquote><b>现金用完后会发生什么?</b></blockquote></p><p> The chart below shows that, prior to Tim Cook as CEO, Apple was very timid at deploying its cash reserves. While capex and dividend payments increased quickly (large M&A has never been a thing for Apple), buybacks skyrocketed. Apple has spent more than three times as much in share repurchases since 2018 than it did in capex and dividends combined.</p><p><blockquote>下图显示,在蒂姆·库克担任首席执行官之前,苹果在部署现金储备方面非常胆怯。虽然资本支出和股息支付迅速增加(大型并购对苹果来说从来都不是一件事),但回购却激增。自 2018 年以来,苹果在股票回购上的支出是资本支出和股息总和的三倍多。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e0ecee1dedf8551b616732dc7180c574\" tg-width=\"1200\" tg-height=\"694\" width=\"100%\" height=\"auto\"><span>Figure 3:Apple's cash deployment by major category.data from Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 3:按主要类别划分的苹果现金部署情况。数据来自 Seeking Alpha</span></p></blockquote></p><p> As Apple’s cash balance continues to dip, it is reasonable to expect the pace of share retirement to decline as well. This is true not only because of a leaner balance sheet, but because AAPL stock trades at a much richer price today — thus, it costs Apple more to buy back each share of its own equity.</p><p><blockquote>随着苹果的现金余额持续下降,有理由预计股票退役的速度也会下降。这不仅是因为资产负债表更精简,还因为 AAPL 股票如今的交易价格要高得多——因此,苹果回购每股股权的成本更高。</blockquote></p><p> Why is this relevant for investors? Over the past decade, Apple’s shares outstanding have declined by 10 billion units to 16.7 billion. Share count is the denominator in EPS (earnings per share) and EPS is the denominator in price-to-earnings. Therefore, buybacks alone have probably been responsible for a good chunk of Apple stock’s climb in the past several years.</p><p><blockquote>为什么这与投资者相关?在过去十年中,苹果的流通股减少了 100 亿股,降至 167 亿股。股份数量是 EPS(每股收益)的分母,EPS 是市盈率的分母。因此,仅回购一项就可能是苹果股价在过去几年中上涨的主要原因。</blockquote></p><p> At the current stock price of $165 apiece, Apple can afford to retire around 435 million more shares with its current net cash balance, or barely 3% of the float. After that point, the Cupertino company might need to scale back on repurchases or borrow in order to keep buying its stock.</p><p><blockquote>按照目前每股 165 美元的股价计算,苹果以其目前的净现金余额可以再退役约 4.35 亿股股票,仅占流通股的 3%。此后,这家库比蒂诺公司可能需要减少回购或借款,以继续购买其股票。</blockquote></p><p> <b>Should investors worry?</b></p><p><blockquote><b>投资者应该担心吗?</b></blockquote></p><p> I think that Apple stock could suffer, at least from deteriorated investor sentiment, if or once it begins to slow down the pace of its share buyback efforts. However, I also believe that this is only one aspect of the investment thesis that people should consider.</p><p><blockquote>我认为,如果或一旦苹果开始放缓股票回购步伐,它的股票可能会受到影响,至少投资者情绪恶化。然而,我也相信,这只是人们应该考虑的投资论点的一个方面。</blockquote></p><p> I remain optimistic about Apple stock from a business fundamentals perspective. The Cupertino company seems to have found the sweet spot in demand for its products and services, which I believe bodes very well for AAPL in the foreseeable future.</p><p><blockquote>从商业基本面的角度来看,我仍然看好苹果股票。这家库比蒂诺公司似乎已经找到了对其产品和服务需求的最佳点,我相信这在可预见的未来对 AAPL 来说是一个非常好的兆头。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.thestreet.com/apple/stock/apple-stock-what-happens-when-the-cash-runs-out\">TheStreet</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/apple-stock-what-happens-when-the-cash-runs-out","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105817084","content_text":"Apple is about to run out of cash. This statement may sound lucrac is to most Apple stock (AAPL) investors, since the Cupertino company has been a cash-generating machine in the past many years. But even the management team knows this to be true.\nToday, the Apple Maven talks about what has been happening to the iPhone maker’s once giant pile of cash, and what the declining balances may mean for shareholders.\nApple heading to net cash neutral\nTo be fair, “running out of cash” in this context does not mean that Apple’s checking accounts at the bank will dry out. It simply means that the company’s debt balances will roughly offset its cash position — i.e. Apple will become net cash neutral.\nThe chart below shows the evolution of Apple’s gross cash (blue bars) and net cash (orange bars) balances since 2011. Ten years ago was when then-CEO Steve Jobs stepped down and turned the control of the company over to then-COO Tim Cook.\nFigure 2:Apple's cash position, fiscal 2012-2021.data from Seeking Alpha\nStarting in 2012, Apple began issuing debt for the first time in its history. By 2017, the company boasted the largest gross and net-of-debt cash balances that it had ever seen in its books. But since then, both numbers have been dwindling. This year’s $72 billion in net cash is less than half the amount of about four years ago.\nWhat happens when cash runs out?\nThe chart below shows that, prior to Tim Cook as CEO, Apple was very timid at deploying its cash reserves. While capex and dividend payments increased quickly (large M&A has never been a thing for Apple), buybacks skyrocketed. Apple has spent more than three times as much in share repurchases since 2018 than it did in capex and dividends combined.\nFigure 3:Apple's cash deployment by major category.data from Seeking Alpha\nAs Apple’s cash balance continues to dip, it is reasonable to expect the pace of share retirement to decline as well. This is true not only because of a leaner balance sheet, but because AAPL stock trades at a much richer price today — thus, it costs Apple more to buy back each share of its own equity.\nWhy is this relevant for investors? Over the past decade, Apple’s shares outstanding have declined by 10 billion units to 16.7 billion. Share count is the denominator in EPS (earnings per share) and EPS is the denominator in price-to-earnings. Therefore, buybacks alone have probably been responsible for a good chunk of Apple stock’s climb in the past several years.\nAt the current stock price of $165 apiece, Apple can afford to retire around 435 million more shares with its current net cash balance, or barely 3% of the float. After that point, the Cupertino company might need to scale back on repurchases or borrow in order to keep buying its stock.\nShould investors worry?\nI think that Apple stock could suffer, at least from deteriorated investor sentiment, if or once it begins to slow down the pace of its share buyback efforts. However, I also believe that this is only one aspect of the investment thesis that people should consider.\nI remain optimistic about Apple stock from a business fundamentals perspective. The Cupertino company seems to have found the sweet spot in demand for its products and services, which I believe bodes very well for AAPL in the foreseeable future.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3095,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606040182,"gmtCreate":1638803019458,"gmtModify":1638803019553,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"title":"","htmlText":"Of course. Sure!!","listText":"Of course. Sure!!","text":"Of course. Sure!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606040182","repostId":"1134609083","repostType":4,"repost":{"id":"1134609083","kind":"news","pubTimestamp":1638795301,"share":"https://www.laohunote.com/m/news/1134609083?lang=zh_CN&edition=full","pubTime":"2021-12-06 20:55","market":"us","language":"en","title":"Rivian Ratings Arrive. They Are More Positive Than Tesla.<blockquote>Rivian收视率到来。他们比特斯拉更积极。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1134609083","media":"Barrons","summary":"Stock ratings for Rivian Automotive have arrived. Despite a high valuation on the electric-vehicle t","content":"<p> Stock ratings for Rivian Automotive have arrived. Despite a high valuation on the electric-vehicle trucking startup, Wall Street is upbeat about its prospects and believe Rivian is a long-term EV winner.</p><p><blockquote>Rivian汽车公司的股票评级已经到来。尽管这家电动汽车卡车运输初创公司估值很高,但华尔街对其前景持乐观态度,并相信Rivian是电动汽车的长期赢家。</blockquote></p><p> The 25-day quiet period brokers working on an initial public offering observe before publishing research is over. Now, as of Monday morning, 10 analysts have new Rivian (ticker: RIVN) ratings. Seven rate shares Buy. Three rate shares Hold.</p><p><blockquote>从事首次公开募股的经纪人在发布研究报告之前会观察到 25 天的安静期。现在,截至周一上午,10 位分析师拥有新的Rivian(股票代码:RIVN)评级。七只利率股票买入。持有三股利率股票。</blockquote></p><p> Rivian stock isn’t reacting to the new Buys just yet. Shares were down about 0.6% in premarket trading. S&P 500 and Dow Jones Industrial Average futures were up 0.1% and 0.4%, respectively.</p><p><blockquote>Rivian股票尚未对新的收购做出反应。股价在盘前交易中下跌约 0.6%。标普500和道琼斯工业平均指数期货分别上涨0.1%和0.4%。</blockquote></p><p> Rivian’s early Buy-rating ratio is 70%. The average Buy-rating ratio for stocks in the S&P 500 is about 55%. What’s more, the Buy-rating ratio for Tesla (TSLA) is only 48%. Wall Street prefers Rivian stock over shares of the EV leader.</p><p><blockquote>Rivian的早期买入评级率为 70%。标普500股票的平均买入评级比率约为55%。更重要的是,特斯拉(TSLA)的买入评级比例仅为 48%。华尔街更喜欢Rivian股票,而不是电动汽车领导者的股票。</blockquote></p><p> J.P. Morgan analyst Ryan Brinkman is one of the analysts that prefer Rivian.</p><p><blockquote>摩根大通分析师 Ryan Brinkman 是青睐Rivian的分析师之一。</blockquote></p><p> Brinkman rates Rivian shares at Hold. His price target is $104. That isn’t a very bullish rating, but his price target values Rivian stock at roughly $100 billion. Brinkman, however, rates Tesla shares Sell and has a $250 price target for that stock. Brinkman’s Tesla price target implies Tesla stock is worth about $250 billion. That’s two-and-a-half times more than Rivian, but Tesla is profitable and expected to generate about $70 billion in sales in 2022. Rivian is expected to generate less than $4 billion in sales in 2022.</p><p><blockquote>Brinkman 将Rivian股票评级为持有。他的目标价是104美元。这并不是一个非常乐观的评级,但他的目标价对Rivian股票的估值约为 1000 亿美元。然而,Brinkman 将特斯拉股票评级为卖出,并将该股的目标价定为 250 美元。Brinkman 对特斯拉的目标价意味着特斯拉股票的价值约为 2500 亿美元。这是Rivian的两倍半,但特斯拉是盈利的,预计 2022 年销售额将达到约 700 亿美元。Rivian预计 2022 年销售额将低于 40 亿美元。</blockquote></p><p> One of the new Buy ratings comes from Baird. “Clark Kent races to catch Iron Man,” wrote Baird analyst George Gianarikas is his launch report. That refers to both Rivian CEO R.J. Scaringe, who has black-rimmed glasses making him look a little like the mild mannered reporter, and Tesla CEO Elon Musk, who has been likened in the past to a real life Tony Stark, or Iron Man.</p><p><blockquote>新的买入评级之一来自贝尔德。贝尔德分析师乔治-吉安纳里卡斯(George Gianarikas)在他的发布报告中写道:“克拉克-肯特(Clark Kent)竞相追赶钢铁侠。”这指的是Rivian首席执行官 R.J.斯卡林格戴着黑框眼镜,看起来有点像温文尔雅的记者,特斯拉首席执行官埃隆·马斯克过去曾被比作现实生活中的托尼·史塔克或钢铁侠。</blockquote></p><p> “Rivian has an opportunity to formidably challenge Tesla’s market dominance,” added Gianarikas. “The company has adopted a promising, vertically integrated approach, reinforced by its robust balance sheet, Amazon partnership, and strong recruitment.” Rivian is manufacturing its trucks and SUVs at its new plant. What’s more,Amazon.com (AMZN) is a Rivian backer and has ordered 100,000 of the company’s electric delivery vans.</p><p><blockquote>“Gianarikas 补充说:”Rivian有机会对特斯拉的市场主导地位提出巨大挑战。“该公司采取了一种很有前途的垂直一体化方法,并以其稳健的资产负债表、与亚马逊的合作伙伴关系和强有力的招聘为基础。”Rivian正在其新工厂生产卡车和SUV。此外,亚马逊网站(AMZN)是Rivian的支持者,已经订购了该公司的 10 万辆电动送货车。</blockquote></p><p> Baird is also positive on Tesla stock, rating shares at Buy. Baird’s Tesla price target is $888 a share.</p><p><blockquote>Baird 还看好特斯拉股票,将该股评级为买入。Baird 的特斯拉目标价为每股 888 美元。</blockquote></p><p> Gianarikas’ price target is the second highest on Wall Street. RBC analyst Joseph Spak rates Rivian shares Buy. His price target is a Wall-Street-high $165 a share.</p><p><blockquote>Gianarikas 的目标价是华尔街第二高的。加拿大皇家银行分析师 Joseph Spak 将Rivian股票评级为买入。他的目标价是华尔街最高的每股 165 美元。</blockquote></p><p> “Rivian has category defining vehicles with a focus on the key truck segment that should allow for 50% [average annual revenue growth] through end-of-decade,” wrote Spak in his coverage-launch report. “A clean-sheet approach and strong tech will allow [the company] to eventually use the vehicle as a platform for higher-margin software and services.”</p><p><blockquote>“Spak 在他的报道发布报告中写道:”Rivian拥有定义车型的类别,重点是关键的卡车细分市场,到本十年末,这将使[平均年收入增长]达到 50%。“干净利落的方法和强大的技术将使[公司]最终能够将该车用作利润率更高的软件和服务的平台”。</blockquote></p><p> Spak projects $3.4 billion in 2022 sales for Rivian. His 2030 sales projection is $86 billion. And while he rates Rivian Buy, Spak rates Tesla shares Hold and has an $800 price target for the stock.</p><p><blockquote>Spak 预计 2022 年Rivian的销售额将达到 34 亿美元。他预计 2030 年的销售额为 860 亿美元。虽然他给予Rivian买入评级,但 Spak 给予特斯拉股票持有评级,并将该股目标价定为 800 美元。</blockquote></p><p> Morgan Stanley analyst Adam Jonas is one of the analysts bullish on both Rivian and Tesla stock. Jonas rates Tesla shares Buy and has a $1,200 price target for that stock. He launched coverage of Rivian shares with a Buy and $147 price target.</p><p><blockquote>摩根士丹利分析师 Adam Jonas 是看好Rivian和特斯拉股票的分析师之一。Jonas 将特斯拉股票评级为买入,并将该股的目标价定为 1,200 美元。他对Rivian股票进行了买入,目标价为 147 美元。</blockquote></p><p> A few more ratings should come out over the next few day—or next few hours—but Wall Street’s initial view is clear: They like Rivian stock. The average analyst price target currently sits at about $132 a share, roughly 25% from where shares closed on Friday.</p><p><blockquote>在接下来的几天或几个小时内,还会有更多的评级出来,但华尔街的初步观点很明确: 他们喜欢Rivian股票。目前分析师的平均目标价约为每股 132 美元,约为周五收盘价的 25%。</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>Rivian Ratings Arrive. They Are More Positive Than Tesla.<blockquote>Rivian收视率到来。他们比特斯拉更积极。</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\">\nRivian Ratings Arrive. They Are More Positive Than Tesla.<blockquote>Rivian收视率到来。他们比特斯拉更积极。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-06 20:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p> Stock ratings for Rivian Automotive have arrived. Despite a high valuation on the electric-vehicle trucking startup, Wall Street is upbeat about its prospects and believe Rivian is a long-term EV winner.</p><p><blockquote>Rivian汽车公司的股票评级已经到来。尽管这家电动汽车卡车运输初创公司估值很高,但华尔街对其前景持乐观态度,并相信Rivian是电动汽车的长期赢家。</blockquote></p><p> The 25-day quiet period brokers working on an initial public offering observe before publishing research is over. Now, as of Monday morning, 10 analysts have new Rivian (ticker: RIVN) ratings. Seven rate shares Buy. Three rate shares Hold.</p><p><blockquote>从事首次公开募股的经纪人在发布研究报告之前会观察到 25 天的安静期。现在,截至周一上午,10 位分析师拥有新的Rivian(股票代码:RIVN)评级。七只利率股票买入。持有三股利率股票。</blockquote></p><p> Rivian stock isn’t reacting to the new Buys just yet. Shares were down about 0.6% in premarket trading. S&P 500 and Dow Jones Industrial Average futures were up 0.1% and 0.4%, respectively.</p><p><blockquote>Rivian股票尚未对新的收购做出反应。股价在盘前交易中下跌约 0.6%。标普500和道琼斯工业平均指数期货分别上涨0.1%和0.4%。</blockquote></p><p> Rivian’s early Buy-rating ratio is 70%. The average Buy-rating ratio for stocks in the S&P 500 is about 55%. What’s more, the Buy-rating ratio for Tesla (TSLA) is only 48%. Wall Street prefers Rivian stock over shares of the EV leader.</p><p><blockquote>Rivian的早期买入评级率为 70%。标普500股票的平均买入评级比率约为55%。更重要的是,特斯拉(TSLA)的买入评级比例仅为 48%。华尔街更喜欢Rivian股票,而不是电动汽车领导者的股票。</blockquote></p><p> J.P. Morgan analyst Ryan Brinkman is one of the analysts that prefer Rivian.</p><p><blockquote>摩根大通分析师 Ryan Brinkman 是青睐Rivian的分析师之一。</blockquote></p><p> Brinkman rates Rivian shares at Hold. His price target is $104. That isn’t a very bullish rating, but his price target values Rivian stock at roughly $100 billion. Brinkman, however, rates Tesla shares Sell and has a $250 price target for that stock. Brinkman’s Tesla price target implies Tesla stock is worth about $250 billion. That’s two-and-a-half times more than Rivian, but Tesla is profitable and expected to generate about $70 billion in sales in 2022. Rivian is expected to generate less than $4 billion in sales in 2022.</p><p><blockquote>Brinkman 将Rivian股票评级为持有。他的目标价是104美元。这并不是一个非常乐观的评级,但他的目标价对Rivian股票的估值约为 1000 亿美元。然而,Brinkman 将特斯拉股票评级为卖出,并将该股的目标价定为 250 美元。Brinkman 对特斯拉的目标价意味着特斯拉股票的价值约为 2500 亿美元。这是Rivian的两倍半,但特斯拉是盈利的,预计 2022 年销售额将达到约 700 亿美元。Rivian预计 2022 年销售额将低于 40 亿美元。</blockquote></p><p> One of the new Buy ratings comes from Baird. “Clark Kent races to catch Iron Man,” wrote Baird analyst George Gianarikas is his launch report. That refers to both Rivian CEO R.J. Scaringe, who has black-rimmed glasses making him look a little like the mild mannered reporter, and Tesla CEO Elon Musk, who has been likened in the past to a real life Tony Stark, or Iron Man.</p><p><blockquote>新的买入评级之一来自贝尔德。贝尔德分析师乔治-吉安纳里卡斯(George Gianarikas)在他的发布报告中写道:“克拉克-肯特(Clark Kent)竞相追赶钢铁侠。”这指的是Rivian首席执行官 R.J.斯卡林格戴着黑框眼镜,看起来有点像温文尔雅的记者,特斯拉首席执行官埃隆·马斯克过去曾被比作现实生活中的托尼·史塔克或钢铁侠。</blockquote></p><p> “Rivian has an opportunity to formidably challenge Tesla’s market dominance,” added Gianarikas. “The company has adopted a promising, vertically integrated approach, reinforced by its robust balance sheet, Amazon partnership, and strong recruitment.” Rivian is manufacturing its trucks and SUVs at its new plant. What’s more,Amazon.com (AMZN) is a Rivian backer and has ordered 100,000 of the company’s electric delivery vans.</p><p><blockquote>“Gianarikas 补充说:”Rivian有机会对特斯拉的市场主导地位提出巨大挑战。“该公司采取了一种很有前途的垂直一体化方法,并以其稳健的资产负债表、与亚马逊的合作伙伴关系和强有力的招聘为基础。”Rivian正在其新工厂生产卡车和SUV。此外,亚马逊网站(AMZN)是Rivian的支持者,已经订购了该公司的 10 万辆电动送货车。</blockquote></p><p> Baird is also positive on Tesla stock, rating shares at Buy. Baird’s Tesla price target is $888 a share.</p><p><blockquote>Baird 还看好特斯拉股票,将该股评级为买入。Baird 的特斯拉目标价为每股 888 美元。</blockquote></p><p> Gianarikas’ price target is the second highest on Wall Street. RBC analyst Joseph Spak rates Rivian shares Buy. His price target is a Wall-Street-high $165 a share.</p><p><blockquote>Gianarikas 的目标价是华尔街第二高的。加拿大皇家银行分析师 Joseph Spak 将Rivian股票评级为买入。他的目标价是华尔街最高的每股 165 美元。</blockquote></p><p> “Rivian has category defining vehicles with a focus on the key truck segment that should allow for 50% [average annual revenue growth] through end-of-decade,” wrote Spak in his coverage-launch report. “A clean-sheet approach and strong tech will allow [the company] to eventually use the vehicle as a platform for higher-margin software and services.”</p><p><blockquote>“Spak 在他的报道发布报告中写道:”Rivian拥有定义车型的类别,重点是关键的卡车细分市场,到本十年末,这将使[平均年收入增长]达到 50%。“干净利落的方法和强大的技术将使[公司]最终能够将该车用作利润率更高的软件和服务的平台”。</blockquote></p><p> Spak projects $3.4 billion in 2022 sales for Rivian. His 2030 sales projection is $86 billion. And while he rates Rivian Buy, Spak rates Tesla shares Hold and has an $800 price target for the stock.</p><p><blockquote>Spak 预计 2022 年Rivian的销售额将达到 34 亿美元。他预计 2030 年的销售额为 860 亿美元。虽然他给予Rivian买入评级,但 Spak 给予特斯拉股票持有评级,并将该股目标价定为 800 美元。</blockquote></p><p> Morgan Stanley analyst Adam Jonas is one of the analysts bullish on both Rivian and Tesla stock. Jonas rates Tesla shares Buy and has a $1,200 price target for that stock. He launched coverage of Rivian shares with a Buy and $147 price target.</p><p><blockquote>摩根士丹利分析师 Adam Jonas 是看好Rivian和特斯拉股票的分析师之一。Jonas 将特斯拉股票评级为买入,并将该股的目标价定为 1,200 美元。他对Rivian股票进行了买入,目标价为 147 美元。</blockquote></p><p> A few more ratings should come out over the next few day—or next few hours—but Wall Street’s initial view is clear: They like Rivian stock. The average analyst price target currently sits at about $132 a share, roughly 25% from where shares closed on Friday.</p><p><blockquote>在接下来的几天或几个小时内,还会有更多的评级出来,但华尔街的初步观点很明确: 他们喜欢Rivian股票。目前分析师的平均目标价约为每股 132 美元,约为周五收盘价的 25%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/rivian-rivn-stock-wall-street-bullish-ratings-tesla-51638791940?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":{"RIVN":"Rivian Automotive, Inc."},"source_url":"https://www.barrons.com/articles/rivian-rivn-stock-wall-street-bullish-ratings-tesla-51638791940?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134609083","content_text":"Stock ratings for Rivian Automotive have arrived. Despite a high valuation on the electric-vehicle trucking startup, Wall Street is upbeat about its prospects and believe Rivian is a long-term EV winner.\nThe 25-day quiet period brokers working on an initial public offering observe before publishing research is over. Now, as of Monday morning, 10 analysts have new Rivian (ticker: RIVN) ratings. Seven rate shares Buy. Three rate shares Hold.\nRivian stock isn’t reacting to the new Buys just yet. Shares were down about 0.6% in premarket trading. S&P 500 and Dow Jones Industrial Average futures were up 0.1% and 0.4%, respectively.\nRivian’s early Buy-rating ratio is 70%. The average Buy-rating ratio for stocks in the S&P 500 is about 55%. What’s more, the Buy-rating ratio for Tesla (TSLA) is only 48%. Wall Street prefers Rivian stock over shares of the EV leader.\nJ.P. Morgan analyst Ryan Brinkman is one of the analysts that prefer Rivian.\nBrinkman rates Rivian shares at Hold. His price target is $104. That isn’t a very bullish rating, but his price target values Rivian stock at roughly $100 billion. Brinkman, however, rates Tesla shares Sell and has a $250 price target for that stock. Brinkman’s Tesla price target implies Tesla stock is worth about $250 billion. That’s two-and-a-half times more than Rivian, but Tesla is profitable and expected to generate about $70 billion in sales in 2022. Rivian is expected to generate less than $4 billion in sales in 2022.\nOne of the new Buy ratings comes from Baird. “Clark Kent races to catch Iron Man,” wrote Baird analyst George Gianarikas is his launch report. That refers to both Rivian CEO R.J. Scaringe, who has black-rimmed glasses making him look a little like the mild mannered reporter, and Tesla CEO Elon Musk, who has been likened in the past to a real life Tony Stark, or Iron Man.\n“Rivian has an opportunity to formidably challenge Tesla’s market dominance,” added Gianarikas. “The company has adopted a promising, vertically integrated approach, reinforced by its robust balance sheet, Amazon partnership, and strong recruitment.” Rivian is manufacturing its trucks and SUVs at its new plant. What’s more,Amazon.com (AMZN) is a Rivian backer and has ordered 100,000 of the company’s electric delivery vans.\nBaird is also positive on Tesla stock, rating shares at Buy. Baird’s Tesla price target is $888 a share.\nGianarikas’ price target is the second highest on Wall Street. RBC analyst Joseph Spak rates Rivian shares Buy. His price target is a Wall-Street-high $165 a share.\n“Rivian has category defining vehicles with a focus on the key truck segment that should allow for 50% [average annual revenue growth] through end-of-decade,” wrote Spak in his coverage-launch report. “A clean-sheet approach and strong tech will allow [the company] to eventually use the vehicle as a platform for higher-margin software and services.”\nSpak projects $3.4 billion in 2022 sales for Rivian. His 2030 sales projection is $86 billion. And while he rates Rivian Buy, Spak rates Tesla shares Hold and has an $800 price target for the stock.\nMorgan Stanley analyst Adam Jonas is one of the analysts bullish on both Rivian and Tesla stock. Jonas rates Tesla shares Buy and has a $1,200 price target for that stock. He launched coverage of Rivian shares with a Buy and $147 price target.\nA few more ratings should come out over the next few day—or next few hours—but Wall Street’s initial view is clear: They like Rivian stock. The average analyst price target currently sits at about $132 a share, roughly 25% from where shares closed on Friday.","news_type":1,"symbols_score_info":{"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":2670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603403370,"gmtCreate":1638435679149,"gmtModify":1638436115032,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"title":"","htmlText":"Hope apple will settle and keep growing steadily over the future years","listText":"Hope apple will settle and keep growing steadily over the future years","text":"Hope apple will settle and keep growing steadily over the future years","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603403370","repostId":"1159346813","repostType":4,"repost":{"id":"1159346813","kind":"news","pubTimestamp":1638433630,"share":"https://www.laohunote.com/m/news/1159346813?lang=zh_CN&edition=full","pubTime":"2021-12-02 16:27","market":"us","language":"en","title":"How Apple’s Rally Is a Boon to Berkshire Hathaway<blockquote>苹果的反弹如何为伯克希尔哈撒韦公司带来福音</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159346813","media":"Barrons","summary":"Apple‘s rising stock price is a boon to Berkshire Hathaway,whose 5% stake in the iPhone maker is now","content":"<p>Apple‘s rising stock price is a boon to Berkshire Hathaway,whose 5% stake in the iPhone maker is now worth about $151 billion.</p><p><blockquote>苹果股价上涨对伯克希尔哈撒韦公司来说是一个福音, 该公司持有这家iPhone制造商5%的股份目前价值约1510亿美元。</blockquote></p><p> The recent gain in Apple shares (ticker: AAPL) is making Berkshire stock (BRK.A and BRK.B) more appealing by lifting the company’s shareholder equity, or book value.</p><p><blockquote>苹果股票(股票代码:AAPL)最近的上涨提高了伯克希尔股票(BRK.A 和 BRK.B)的股东权益或账面价值,使伯克希尔股票更具吸引力。</blockquote></p><p> Berkshire class A shares trade for around 1.25 times projected year-end book value of about $333,000 a share. This is an estimate from Edward Jones analyst James Shanahan, who has a Buy rating on Berkshire stock. Book value ended the third quarter at about $316,000 per class A share. <i>Barron’s</i> has been bullish on Berkshire, including making it one of our top stock picks for 2021.</p><p><blockquote>伯克希尔 A 类股票的交易价格约为预计年终账面价值(每股约 333,000 美元)的 1.25 倍。这是爱德华·琼斯分析师詹姆斯·沙纳汉的估计,他对伯克希尔股票给予买入评级。第三季度末,A 类股票的账面价值约为每股 316,000 美元。<i>巴伦</i>一直看好伯克希尔哈撒韦公司,包括将其作为我们 2021 年的首选股票之一。</blockquote></p><p> The current price-to-book ratio is below the average of about 1.4 times over the past year, but above the year-end 2020 ratio of 1.2 times.</p><p><blockquote>目前的市净率低于过去一年的平均水平约1.4倍,但高于2020年底的1.2倍。</blockquote></p><p> Berkshire holds roughly 908 million Apple shares (based on the company’s third-quarter 10-Q). The stake is valued at $151 billion. Apple shares gained 3.2% Tuesday, to $165.30, bucking a sharp decline in the overall market.</p><p><blockquote>伯克希尔持有约 9.08 亿股苹果股票(基于该公司第三季度 10-Q)。该股份价值 1,510 亿美元。苹果股价周二上涨 3.2%,至 165.30 美元,尽管整体市场大幅下跌。</blockquote></p><p> Apple now accounts almost half of Berkshire’s equity portfolio. which totaled $311 billion on Sept. 30. Four stocks—Apple,Coca-Cola (KO), Bank of America (BAC), and American Express (AXP)—make up more than 70% of its equity holdings. Berkshire is valued at around $625 billion.</p><p><blockquote>苹果目前占伯克希尔股票投资组合的近一半。截至9月30日,总额为3110亿美元。苹果、可口可乐 (KO)、美国银行 (BAC) 和美国运通 (AXP) 四只股票占其持股的 70% 以上。伯克希尔的估值约为 6250 亿美元。</blockquote></p><p> Berkshire’s cost for its Apple stock is $31 billion, or about $35 a share, with the stock largely purchased between 2016 and 2018. It’s sitting on a gain of about $120 billion, making it the biggest score of CEO Warren Buffett’s long tenure at Berkshire, dating back to 1965.</p><p><blockquote>伯克希尔购买苹果股票的成本为 310 亿美元,约合每股 35 美元,这些股票主要是在 2016 年至 2018 年期间购买的。该公司的收益约为 1200 亿美元,是首席执行官沃伦-巴菲特(Warren Buffett)自 1965 年以来在伯克希尔长期任职期间最大的一笔收益。</blockquote></p><p> The equity holdings and Berkshire’s cash of $149 billion make up nearly 75% of the company’s market value.</p><p><blockquote>伯克希尔持有的股权和伯克希尔 1490 亿美元现金占公司市值的近 75%。</blockquote></p><p> Berkshire does have about $40 billion of debt and other borrowings at what it calls its insurance and other businesses. It also has significant insurance liabilities.</p><p><blockquote>伯克希尔确实拥有约 400 亿美元的债务和其他借款,用于评级其保险和其他业务。它还负有重大的保险责任。</blockquote></p><p> Berkshire has been an aggressive buyer of its stock this year, continuing a trend from the last half of 2020.</p><p><blockquote>伯克希尔今年一直是其股票的积极买家,延续了 2020 年下半年的趋势。</blockquote></p><p> The company has bought back $20.2 billion of shares in the first nine months of 2021, including $7.6 billion in the third quarter. The buybacks continued into October. <i>Barron’s</i> has estimated that Berkshire purchased about $1.8 billion of stock based on the share count listed in Berkshire’s 10-Q.</p><p><blockquote>该公司在2021年前9个月回购了202亿美元的股票,其中第三季度回购了76亿美元。回购一直持续到10月份。<i>巴伦</i>根据伯克希尔 10-Q 中列出的股票数量,估计伯克希尔购买了约 18 亿美元的股票。</blockquote></p><p> With the recent drop in Berkshire’s stock, Buffett may continue to be an aggressive buyer of the shares. The current share price is below the average price at which the company bought back shares in the third quarter. This is shaping up as a good year for Berkshire despite minimal investment activity, with book value on pace to rise about 16%, driven by earnings growth and gains in the equity portfolio.</p><p><blockquote>随着伯克希尔股价最近的下跌,巴菲特可能会继续积极买入该股。目前的股价低于该公司第三季度回购股票的平均价格。尽管投资活动很少,但对伯克希尔来说,今年仍是丰收的一年,在盈利增长和股票投资组合收益的推动下,账面价值有望增长约 16%。</blockquote></p><p> After besting the S&P 500 earlier this year, Berkshire now is behind the index with a year-to-date gain of about 20%, against a 21.6% total return for the S&P 500.</p><p><blockquote>在今年早些时候跑赢标普500后,伯克希尔现在落后于该指数,今年迄今为止的涨幅约为 20%,而标普500的总回报率为 21.6%。</blockquote></p><p> There is some frustration among investors with Buffett’s inactivity on investments, but the 91-year-old CEO sees few opportunities.</p><p><blockquote>投资者对巴菲特在投资上的不作为感到有些沮丧,但这位 91 岁的首席执行官认为机会很少。</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>How Apple’s Rally Is a Boon to Berkshire Hathaway<blockquote>苹果的反弹如何为伯克希尔哈撒韦公司带来福音</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow Apple’s Rally Is a Boon to Berkshire Hathaway<blockquote>苹果的反弹如何为伯克希尔哈撒韦公司带来福音</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-02 16:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple‘s rising stock price is a boon to Berkshire Hathaway,whose 5% stake in the iPhone maker is now worth about $151 billion.</p><p><blockquote>苹果股价上涨对伯克希尔哈撒韦公司来说是一个福音, 该公司持有这家iPhone制造商5%的股份目前价值约1510亿美元。</blockquote></p><p> The recent gain in Apple shares (ticker: AAPL) is making Berkshire stock (BRK.A and BRK.B) more appealing by lifting the company’s shareholder equity, or book value.</p><p><blockquote>苹果股票(股票代码:AAPL)最近的上涨提高了伯克希尔股票(BRK.A 和 BRK.B)的股东权益或账面价值,使伯克希尔股票更具吸引力。</blockquote></p><p> Berkshire class A shares trade for around 1.25 times projected year-end book value of about $333,000 a share. This is an estimate from Edward Jones analyst James Shanahan, who has a Buy rating on Berkshire stock. Book value ended the third quarter at about $316,000 per class A share. <i>Barron’s</i> has been bullish on Berkshire, including making it one of our top stock picks for 2021.</p><p><blockquote>伯克希尔 A 类股票的交易价格约为预计年终账面价值(每股约 333,000 美元)的 1.25 倍。这是爱德华·琼斯分析师詹姆斯·沙纳汉的估计,他对伯克希尔股票给予买入评级。第三季度末,A 类股票的账面价值约为每股 316,000 美元。<i>巴伦</i>一直看好伯克希尔哈撒韦公司,包括将其作为我们 2021 年的首选股票之一。</blockquote></p><p> The current price-to-book ratio is below the average of about 1.4 times over the past year, but above the year-end 2020 ratio of 1.2 times.</p><p><blockquote>目前的市净率低于过去一年的平均水平约1.4倍,但高于2020年底的1.2倍。</blockquote></p><p> Berkshire holds roughly 908 million Apple shares (based on the company’s third-quarter 10-Q). The stake is valued at $151 billion. Apple shares gained 3.2% Tuesday, to $165.30, bucking a sharp decline in the overall market.</p><p><blockquote>伯克希尔持有约 9.08 亿股苹果股票(基于该公司第三季度 10-Q)。该股份价值 1,510 亿美元。苹果股价周二上涨 3.2%,至 165.30 美元,尽管整体市场大幅下跌。</blockquote></p><p> Apple now accounts almost half of Berkshire’s equity portfolio. which totaled $311 billion on Sept. 30. Four stocks—Apple,Coca-Cola (KO), Bank of America (BAC), and American Express (AXP)—make up more than 70% of its equity holdings. Berkshire is valued at around $625 billion.</p><p><blockquote>苹果目前占伯克希尔股票投资组合的近一半。截至9月30日,总额为3110亿美元。苹果、可口可乐 (KO)、美国银行 (BAC) 和美国运通 (AXP) 四只股票占其持股的 70% 以上。伯克希尔的估值约为 6250 亿美元。</blockquote></p><p> Berkshire’s cost for its Apple stock is $31 billion, or about $35 a share, with the stock largely purchased between 2016 and 2018. It’s sitting on a gain of about $120 billion, making it the biggest score of CEO Warren Buffett’s long tenure at Berkshire, dating back to 1965.</p><p><blockquote>伯克希尔购买苹果股票的成本为 310 亿美元,约合每股 35 美元,这些股票主要是在 2016 年至 2018 年期间购买的。该公司的收益约为 1200 亿美元,是首席执行官沃伦-巴菲特(Warren Buffett)自 1965 年以来在伯克希尔长期任职期间最大的一笔收益。</blockquote></p><p> The equity holdings and Berkshire’s cash of $149 billion make up nearly 75% of the company’s market value.</p><p><blockquote>伯克希尔持有的股权和伯克希尔 1490 亿美元现金占公司市值的近 75%。</blockquote></p><p> Berkshire does have about $40 billion of debt and other borrowings at what it calls its insurance and other businesses. It also has significant insurance liabilities.</p><p><blockquote>伯克希尔确实拥有约 400 亿美元的债务和其他借款,用于评级其保险和其他业务。它还负有重大的保险责任。</blockquote></p><p> Berkshire has been an aggressive buyer of its stock this year, continuing a trend from the last half of 2020.</p><p><blockquote>伯克希尔今年一直是其股票的积极买家,延续了 2020 年下半年的趋势。</blockquote></p><p> The company has bought back $20.2 billion of shares in the first nine months of 2021, including $7.6 billion in the third quarter. The buybacks continued into October. <i>Barron’s</i> has estimated that Berkshire purchased about $1.8 billion of stock based on the share count listed in Berkshire’s 10-Q.</p><p><blockquote>该公司在2021年前9个月回购了202亿美元的股票,其中第三季度回购了76亿美元。回购一直持续到10月份。<i>巴伦</i>根据伯克希尔 10-Q 中列出的股票数量,估计伯克希尔购买了约 18 亿美元的股票。</blockquote></p><p> With the recent drop in Berkshire’s stock, Buffett may continue to be an aggressive buyer of the shares. The current share price is below the average price at which the company bought back shares in the third quarter. This is shaping up as a good year for Berkshire despite minimal investment activity, with book value on pace to rise about 16%, driven by earnings growth and gains in the equity portfolio.</p><p><blockquote>随着伯克希尔股价最近的下跌,巴菲特可能会继续积极买入该股。目前的股价低于该公司第三季度回购股票的平均价格。尽管投资活动很少,但对伯克希尔来说,今年仍是丰收的一年,在盈利增长和股票投资组合收益的推动下,账面价值有望增长约 16%。</blockquote></p><p> After besting the S&P 500 earlier this year, Berkshire now is behind the index with a year-to-date gain of about 20%, against a 21.6% total return for the S&P 500.</p><p><blockquote>在今年早些时候跑赢标普500后,伯克希尔现在落后于该指数,今年迄今为止的涨幅约为 20%,而标普500的总回报率为 21.6%。</blockquote></p><p> There is some frustration among investors with Buffett’s inactivity on investments, but the 91-year-old CEO sees few opportunities.</p><p><blockquote>投资者对巴菲特在投资上的不作为感到有些沮丧,但这位 91 岁的首席执行官认为机会很少。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/apple-stock-berkshire-hathaway-51638371498?mod=RTA\">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":{"BRK.B":"伯克希尔B","AAPL":"苹果","BRK.A":"伯克希尔"},"source_url":"https://www.barrons.com/articles/apple-stock-berkshire-hathaway-51638371498?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159346813","content_text":"Apple‘s rising stock price is a boon to Berkshire Hathaway,whose 5% stake in the iPhone maker is now worth about $151 billion.\nThe recent gain in Apple shares (ticker: AAPL) is making Berkshire stock (BRK.A and BRK.B) more appealing by lifting the company’s shareholder equity, or book value.\nBerkshire class A shares trade for around 1.25 times projected year-end book value of about $333,000 a share. This is an estimate from Edward Jones analyst James Shanahan, who has a Buy rating on Berkshire stock. Book value ended the third quarter at about $316,000 per class A share. Barron’s has been bullish on Berkshire, including making it one of our top stock picks for 2021.\nThe current price-to-book ratio is below the average of about 1.4 times over the past year, but above the year-end 2020 ratio of 1.2 times.\nBerkshire holds roughly 908 million Apple shares (based on the company’s third-quarter 10-Q). The stake is valued at $151 billion. Apple shares gained 3.2% Tuesday, to $165.30, bucking a sharp decline in the overall market.\nApple now accounts almost half of Berkshire’s equity portfolio. which totaled $311 billion on Sept. 30. Four stocks—Apple,Coca-Cola (KO), Bank of America (BAC), and American Express (AXP)—make up more than 70% of its equity holdings. Berkshire is valued at around $625 billion.\nBerkshire’s cost for its Apple stock is $31 billion, or about $35 a share, with the stock largely purchased between 2016 and 2018. It’s sitting on a gain of about $120 billion, making it the biggest score of CEO Warren Buffett’s long tenure at Berkshire, dating back to 1965.\nThe equity holdings and Berkshire’s cash of $149 billion make up nearly 75% of the company’s market value.\nBerkshire does have about $40 billion of debt and other borrowings at what it calls its insurance and other businesses. It also has significant insurance liabilities.\nBerkshire has been an aggressive buyer of its stock this year, continuing a trend from the last half of 2020.\nThe company has bought back $20.2 billion of shares in the first nine months of 2021, including $7.6 billion in the third quarter. The buybacks continued into October. Barron’s has estimated that Berkshire purchased about $1.8 billion of stock based on the share count listed in Berkshire’s 10-Q.\nWith the recent drop in Berkshire’s stock, Buffett may continue to be an aggressive buyer of the shares. The current share price is below the average price at which the company bought back shares in the third quarter. This is shaping up as a good year for Berkshire despite minimal investment activity, with book value on pace to rise about 16%, driven by earnings growth and gains in the equity portfolio.\nAfter besting the S&P 500 earlier this year, Berkshire now is behind the index with a year-to-date gain of about 20%, against a 21.6% total return for the S&P 500.\nThere is some frustration among investors with Buffett’s inactivity on investments, but the 91-year-old CEO sees few opportunities.","news_type":1,"symbols_score_info":{"BRK.B":0.9,"AAPL":0.9,"BRK.A":0.9}},"isVote":1,"tweetType":1,"viewCount":2583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874556524,"gmtCreate":1637804147424,"gmtModify":1637804147527,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"title":"","htmlText":"Look like some opportunity there. But might needto watch a bit closely ","listText":"Look like some opportunity there. But might needto watch a bit closely ","text":"Look like some opportunity there. But might needto watch a bit closely","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874556524","repostId":"1196816391","repostType":4,"isVote":1,"tweetType":1,"viewCount":2795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872777469,"gmtCreate":1637582904913,"gmtModify":1637582904973,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"title":"","htmlText":"Crash is not the issue. What important is what took place after the crash","listText":"Crash is not the issue. What important is what took place after the crash","text":"Crash is not the issue. What important is what took place after the crash","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872777469","repostId":"2185826772","repostType":4,"isVote":1,"tweetType":1,"viewCount":3759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878845440,"gmtCreate":1637175512892,"gmtModify":1637175512892,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"title":"","htmlText":"Very likely will beat sales on this release ","listText":"Very likely will beat sales on this release ","text":"Very likely will beat sales on this release","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/878845440","repostId":"1198667964","repostType":4,"repost":{"id":"1198667964","kind":"news","pubTimestamp":1637135563,"share":"https://www.laohunote.com/m/news/1198667964?lang=zh_CN&edition=full","pubTime":"2021-11-17 15:52","market":"us","language":"en","title":"Apple Could Smash Its iPhone Holiday Sales Record. What That Means for the Stock.<blockquote>苹果可能会打破其iPhone假日销售记录。这对股票意味着什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1198667964","media":"Barrons","summary":"Apple is on track to break its previous record for iPhone sales over the holiday period, according t","content":"<p>Apple is on track to break its previous record for iPhone sales over the holiday period, according to new analysis, which should pave the way for stock price gains.</p><p><blockquote>根据新的分析,苹果有望打破假期期间 iPhone 销量的先前记录,这将为股价上涨铺平道路。</blockquote></p><p> Heading into Black Friday next week, analysts at investment bank and broker Wedbush Securities said they see delivery times for the Apple iPhone 13 Pro lengthening. The team, led by Dan Ives, estimates that demand is outstripping supply by around 15% heading into the holiday season.</p><p><blockquote>随着下周黑色星期五的到来,投资银行和经纪商 Wedbush Securities 的分析师表示,他们认为苹果 iPhone 13 Pro 的交付时间将会延长。由丹·艾夫斯 (Dan Ives) 领导的团队估计,进入假期后,需求将超过供应约 15%。</blockquote></p><p> Wait times have in the past been viewed as an indicator of demand for devices. But this year, in a world gripped by supply-chain issues, wait times for some models notching multiyear records might not be the clear green flag it would have been in the past.</p><p><blockquote>等待时间在过去被视为设备需求的指标。但今年,在一个被供应链问题困扰的世界里,一些车型创下多年记录的等待时间可能不会像过去那样是明确的绿旗。</blockquote></p><p> Ives noted that Apple was dealing with the global shortage of semiconductors—a critical component in iPhones—and widespread supply-chain disruptions, but still he sees the tech giant smashing a key sales record.</p><p><blockquote>艾夫斯指出,苹果正在应对全球半导体短缺(iPhone 的关键部件)和大范围的供应链中断,但他仍然看到这家科技巨头打破了一项重要的销售记录。</blockquote></p><p> “We estimate that Apple is on pace to sell ~40 million iPhones between Black Friday and Christmas, which would be record holiday pace for the company despite the lingering chip shortage limiting iPhone supply globally by roughly 10 million units based on our analysis,” Ives said.</p><p><blockquote>“艾夫斯说:”我们估计,苹果将在黑色星期五至圣诞节期间售出约 4000 万部 iPhone,尽管根据我们的分析,芯片短缺问题持续存在,使全球 iPhone 供应量减少了约 1000 万部,但这将是该公司创下的假日销量纪录。</blockquote></p><p> The team at Wedbush said that “tremendous demand trends” in the U.S. and China were a positive sign that Apple could sell more than 80 million iPhone units this quarter.</p><p><blockquote>Wedbush 的团队表示,美国和中国 “巨大的需求趋势 ”是一个积极的迹象,表明苹果本季度 iPhone 的销量可能会超过 8000 万部。</blockquote></p><p> That would be good for Apple investors, because, as <i>Barron’s</i> reporter Max A. Cherney wrote in September, “Apple stock practically lives and dies on the company’s iPhone sales every year.”</p><p><blockquote>这对苹果投资者来说是件好事,因为<i>巴伦</i>记者 Max A. Cherney 在 9 月份写道:“苹果的股票几乎每年都取决于该公司 iPhone 的销量”。</blockquote></p><p> Wedbush maintained its Outperform rating on Apple Tuesday and its $185 price target, which indicates around 24% upside.</p><p><blockquote>Wedbush 周二维持苹果跑赢大盘评级和 185 美元的目标价,这表明上涨空间约为 24%。</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>Apple Could Smash Its iPhone Holiday Sales Record. What That Means for the Stock.<blockquote>苹果可能会打破其iPhone假日销售记录。这对股票意味着什么。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Could Smash Its iPhone Holiday Sales Record. What That Means for the Stock.<blockquote>苹果可能会打破其iPhone假日销售记录。这对股票意味着什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-17 15:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple is on track to break its previous record for iPhone sales over the holiday period, according to new analysis, which should pave the way for stock price gains.</p><p><blockquote>根据新的分析,苹果有望打破假期期间 iPhone 销量的先前记录,这将为股价上涨铺平道路。</blockquote></p><p> Heading into Black Friday next week, analysts at investment bank and broker Wedbush Securities said they see delivery times for the Apple iPhone 13 Pro lengthening. The team, led by Dan Ives, estimates that demand is outstripping supply by around 15% heading into the holiday season.</p><p><blockquote>随着下周黑色星期五的到来,投资银行和经纪商 Wedbush Securities 的分析师表示,他们认为苹果 iPhone 13 Pro 的交付时间将会延长。由丹·艾夫斯 (Dan Ives) 领导的团队估计,进入假期后,需求将超过供应约 15%。</blockquote></p><p> Wait times have in the past been viewed as an indicator of demand for devices. But this year, in a world gripped by supply-chain issues, wait times for some models notching multiyear records might not be the clear green flag it would have been in the past.</p><p><blockquote>等待时间在过去被视为设备需求的指标。但今年,在一个被供应链问题困扰的世界里,一些车型创下多年记录的等待时间可能不会像过去那样是明确的绿旗。</blockquote></p><p> Ives noted that Apple was dealing with the global shortage of semiconductors—a critical component in iPhones—and widespread supply-chain disruptions, but still he sees the tech giant smashing a key sales record.</p><p><blockquote>艾夫斯指出,苹果正在应对全球半导体短缺(iPhone 的关键部件)和大范围的供应链中断,但他仍然看到这家科技巨头打破了一项重要的销售记录。</blockquote></p><p> “We estimate that Apple is on pace to sell ~40 million iPhones between Black Friday and Christmas, which would be record holiday pace for the company despite the lingering chip shortage limiting iPhone supply globally by roughly 10 million units based on our analysis,” Ives said.</p><p><blockquote>“艾夫斯说:”我们估计,苹果将在黑色星期五至圣诞节期间售出约 4000 万部 iPhone,尽管根据我们的分析,芯片短缺问题持续存在,使全球 iPhone 供应量减少了约 1000 万部,但这将是该公司创下的假日销量纪录。</blockquote></p><p> The team at Wedbush said that “tremendous demand trends” in the U.S. and China were a positive sign that Apple could sell more than 80 million iPhone units this quarter.</p><p><blockquote>Wedbush 的团队表示,美国和中国 “巨大的需求趋势 ”是一个积极的迹象,表明苹果本季度 iPhone 的销量可能会超过 8000 万部。</blockquote></p><p> That would be good for Apple investors, because, as <i>Barron’s</i> reporter Max A. Cherney wrote in September, “Apple stock practically lives and dies on the company’s iPhone sales every year.”</p><p><blockquote>这对苹果投资者来说是件好事,因为<i>巴伦</i>记者 Max A. Cherney 在 9 月份写道:“苹果的股票几乎每年都取决于该公司 iPhone 的销量”。</blockquote></p><p> Wedbush maintained its Outperform rating on Apple Tuesday and its $185 price target, which indicates around 24% upside.</p><p><blockquote>Wedbush 周二维持苹果跑赢大盘评级和 185 美元的目标价,这表明上涨空间约为 24%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/apple-iphone-holiday-sales-record-51637078986?mod=hp_DAY_3\">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":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-iphone-holiday-sales-record-51637078986?mod=hp_DAY_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198667964","content_text":"Apple is on track to break its previous record for iPhone sales over the holiday period, according to new analysis, which should pave the way for stock price gains.\nHeading into Black Friday next week, analysts at investment bank and broker Wedbush Securities said they see delivery times for the Apple iPhone 13 Pro lengthening. The team, led by Dan Ives, estimates that demand is outstripping supply by around 15% heading into the holiday season.\nWait times have in the past been viewed as an indicator of demand for devices. But this year, in a world gripped by supply-chain issues, wait times for some models notching multiyear records might not be the clear green flag it would have been in the past.\nIves noted that Apple was dealing with the global shortage of semiconductors—a critical component in iPhones—and widespread supply-chain disruptions, but still he sees the tech giant smashing a key sales record.\n“We estimate that Apple is on pace to sell ~40 million iPhones between Black Friday and Christmas, which would be record holiday pace for the company despite the lingering chip shortage limiting iPhone supply globally by roughly 10 million units based on our analysis,” Ives said.\nThe team at Wedbush said that “tremendous demand trends” in the U.S. and China were a positive sign that Apple could sell more than 80 million iPhone units this quarter.\nThat would be good for Apple investors, because, as Barron’s reporter Max A. Cherney wrote in September, “Apple stock practically lives and dies on the company’s iPhone sales every year.”\nWedbush maintained its Outperform rating on Apple Tuesday and its $185 price target, which indicates around 24% upside.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":4289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844754360,"gmtCreate":1636463957401,"gmtModify":1636463957593,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"title":"","htmlText":"That not a good news ","listText":"That not a good news ","text":"That not a good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/844754360","repostId":"2182702755","repostType":4,"repost":{"id":"2182702755","kind":"news","pubTimestamp":1636460681,"share":"https://www.laohunote.com/m/news/2182702755?lang=zh_CN&edition=full","pubTime":"2021-11-09 20:24","market":"us","language":"en","title":"WHO warns of shortage of 1-2 billion Covid-19 vaccine syringes<blockquote>世卫组织警告1-20亿支Covid-19疫苗注射器短缺</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2182702755","media":"The Straits Times","summary":"GENEVA (REUTERS) - There could be a shortage of one to two billion syringes needed to administer Cov","content":"<p><div> GENEVA (REUTERS) - There could be a shortage of one to two billion syringes needed to administer Covid-19 vaccinations in 2022, which could also impact routine immunisations and undermine needle ...</p><p><blockquote><div>日内瓦(路透社)-2022年,新冠肺炎疫苗接种所需的注射器可能会短缺10亿至20亿支,这也可能影响常规免疫接种并破坏针头……</div></blockquote></p><p> <a href=\"http://www.straitstimes.com/world/europe/who-warns-of-shortage-of-1-2-billion-covid-19-vaccine-syringes\">网页链接</a> </div> </p><p><blockquote><a href=\"http://www.straitstimes.com/world/europe/who-warns-of-shortage-of-1-2-billion-covid-19-vaccine-syringes\">网页连接</a></blockquote></p><p></p>","source":"straits_highlight","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>WHO warns of shortage of 1-2 billion Covid-19 vaccine syringes<blockquote>世卫组织警告1-20亿支Covid-19疫苗注射器短缺</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\">\nWHO warns of shortage of 1-2 billion Covid-19 vaccine syringes<blockquote>世卫组织警告1-20亿支Covid-19疫苗注射器短缺</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Straits Times</strong><span class=\"h-time small\">2021-11-09 20:24</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> GENEVA (REUTERS) - There could be a shortage of one to two billion syringes needed to administer Covid-19 vaccinations in 2022, which could also impact routine immunisations and undermine needle ...</p><p><blockquote><div>日内瓦(路透社)-2022年,新冠肺炎疫苗接种所需的注射器可能会短缺10亿至20亿支,这也可能影响常规免疫接种并破坏针头……</div></blockquote></p><p> <a href=\"http://www.straitstimes.com/world/europe/who-warns-of-shortage-of-1-2-billion-covid-19-vaccine-syringes\">网页链接</a> </div> </p><p><blockquote><a href=\"http://www.straitstimes.com/world/europe/who-warns-of-shortage-of-1-2-billion-covid-19-vaccine-syringes\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"http://www.straitstimes.com/world/europe/who-warns-of-shortage-of-1-2-billion-covid-19-vaccine-syringes\">The Straits Times</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://www.straitstimes.com/world/europe/who-warns-of-shortage-of-1-2-billion-covid-19-vaccine-syringes","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2182702755","content_text":"GENEVA (REUTERS) - There could be a shortage of one to two billion syringes needed to administer Covid-19 vaccinations in 2022, which could also impact routine immunisations and undermine needle safety, the World Health Organisation (WHO) warned on Tuesday (Nov 9).\nNational health authorities should plan their needs well in advance to avoid the \"hoarding, panic buying and type of situation\" seen early in the pandemic with the lack of personal protective equipment, WHO expert Lisa Hedman said.\n\"We could have a global shortage of immunisation syringes that could in turn lead to serious problems such as slowing down immunisation efforts as well as safety concerns,\" she told a UN briefing.\nA shortage could lead to delays in routine vaccinations, particularly for children, and other health services, and it could also encourage the unsafe reusing of syringes and needles, particularly in poorer countries, Ms Hedman added.\nAbout 6.8 billion Covid-19 vaccinations have been administered globally, almost double the number of routine vaccines, Ms Hedman said, compared to total manufacturing capacity of about six billion immunisation syringes a year.\nThat means the world could face a shortage of up to two billion syringes next year, unless more factories are shifted to producing the right kind of device for shots, Ms Hedman said.\n\"If we shift capacity from one type of syringe to another or attempt to expand capacity for specialised immunisation syringes, it takes time and investment,\" she said.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844784044,"gmtCreate":1636460844484,"gmtModify":1636461892120,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"title":"","htmlText":"Omg this something to look forward to","listText":"Omg this something to look forward to","text":"Omg this something to look forward to","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/844784044","repostId":"2182013607","repostType":4,"isVote":1,"tweetType":1,"viewCount":3032,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843928970,"gmtCreate":1635803486906,"gmtModify":1635803486906,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"title":"","htmlText":"So look forward for Apple big correction. Longer more clearer Apple is attractive for going mid to long. ","listText":"So look forward for Apple big correction. Longer more clearer Apple is attractive for going mid to long. ","text":"So look forward for Apple big correction. Longer more clearer Apple is attractive for going mid to long.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/843928970","repostId":"1175678891","repostType":4,"repost":{"id":"1175678891","kind":"news","pubTimestamp":1635779942,"share":"https://www.laohunote.com/m/news/1175678891?lang=zh_CN&edition=full","pubTime":"2021-11-01 23:19","market":"us","language":"en","title":"Apple Disappointed -- and Quickly Rebounded. Here's Why.<blockquote>苹果令人失望,但很快反弹。原因如下。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175678891","media":"TheStreet","summary":"Apple disappointed on fiscal Q3 earnings day, but the stock’s selloff did not last long. Here is the","content":"<p>Apple disappointed on fiscal Q3 earnings day, but the stock’s selloff did not last long. Here is the most likely reason why AAPL shares rebounded as early as Friday.</p><p><blockquote>苹果在第三财季财报日令人失望,但该股的抛售并没有持续多久。以下是 AAPL 股价最早于周五反弹的最可能原因。</blockquote></p><p> On October 28,Apple delivered fiscal Q4 results that lagged consensus for the first time in years. Despite revenue growth of 29% that most companies would find very solid, Apple stocksold off in after-hours action, losing as much as $125 billion in market cap right before the earnings call.</p><p><blockquote>10 月 28 日,苹果公司公布的第四财季业绩多年来首次落后于市场预期。尽管大多数公司认为收入增长 29% 非常稳健,但苹果股票在盘后交易中遭到抛售,在财报看涨期权之前市值损失了多达 1250 亿美元。</blockquote></p><p> Yet, by the end of day Friday, AAPL had erased the bulk of its short-lived losses. The Apple Maven thinks that the intraday recovery was driven primarily by analysts publishing reports that sounded much less bearish than the revenue miss may have implied at first.</p><p><blockquote>然而,到周五收盘时,苹果公司已经抹去了大部分短期损失。这位苹果专家认为,盘中复苏主要是由分析师发布的报告推动的,这些报告听起来远没有营收低迷最初暗示的那么悲观。</blockquote></p><p> Below, we review some of the main takeaways from Wall Street experts on Apple’s earnings.</p><p><blockquote>下面,我们将回顾华尔街专家对苹果财报的一些主要看法。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3facec59ae76a6c28f4c5847600b4de\" tg-width=\"1240\" tg-height=\"886\" referrerpolicy=\"no-referrer\"><span>Figure 1: Apple store in New York, NY.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1:纽约州纽约市的苹果商店。</span></p></blockquote></p><p> <b>Wall Street seemed comfortable</b></p><p><blockquote><b>华尔街似乎很舒服</b></blockquote></p><p> TipRanks reported on 13 analysts that published earnings reviews on Apple. Among these, none changed the rating on AAPL stock, which remains a “moderate buy”: about three-fourths still recommend buying the shares.</p><p><blockquote>TipRanks 报道了 13 位在苹果上发布盈利评论的分析师。其中,没有人改变对 AAPL 股票的评级,仍为 “适度买入”:约四分之三的人仍建议买入该股。</blockquote></p><p> The traditionally optimistic analyst from Wedbush, Dan Ives, did notseereasons to worry about Apple and its business. He called the Cupertino company’s supply chain issues “painful noise in the near term” and remained confident that strong demand for Apple’s products and services should convert to delayed sales in 2022.</p><p><blockquote>韦德布什传统上乐观的分析师丹·艾夫斯认为没有理由担心苹果及其业务。他称这家库比蒂诺公司的供应链问题是 “近期内令人痛苦的噪音”,并仍然相信对苹果产品和服务的强劲需求将在 2022 年转化为销售延迟。</blockquote></p><p> Morgan Stanley’s Katy Huberty is another vocal bull that I like to track for her insightful opinions and analysis. She lowered her price target on AAPL stock by a meager $2 to $164, while still pointing at around 10% gain potential from here.</p><p><blockquote>摩根士丹利(Morgan Stanley)的凯蒂-休伯蒂(Katy Huberty)是另一位歌唱公牛,我喜欢关注她富有洞察力的观点和分析。她将 AAPL 股票的目标价小幅下调了 2 美元至 164 美元,同时仍指出从这里开始有 10% 左右的上涨潜力。</blockquote></p><p> According to the analyst, “supply constraints will dominate the headlines post Apple's September quarter earnings report”, which could put a damper on valuations and share price for a moment. But she made two other comments that sounded much more upbeat: (1) guidance commentary implies that fiscal Q1 revenue should be in line with consensus, and (2) the more important stories are impressive growth in services and Greater China segments.</p><p><blockquote>这位分析师认为,“供应限制将成为苹果 9 月份季度财报发布后的头条新闻”,这可能会在一段时间内抑制估值和股价。但她提出了另外两个听起来更加乐观的评论:(1)指导评论意味着第一季度财年收入应该符合共识,(2)更重要的故事是服务业和大中华区令人印象深刻的增长。</blockquote></p><p> Even the much less bullish analysts did notseemtoo worried about Apple. Bernstein’s Tony Sacconaghi has a neutral rating on the stock and sees downside risk of over 10%. Still, the expert seemed to nod at solid fiscal Q1 guided growth of 6% to 9% and higher-than-expected gross margin, despite the challenges.</p><p><blockquote>即使是不那么乐观的分析师似乎也不太担心苹果。伯恩斯坦的托尼-萨科纳吉(Tony Sacconaghi)对该股给予中性评级,认为下行风险超过 10%。尽管如此,尽管面临挑战,这位专家似乎还是对第一季度 6% 至 9% 的稳健财政增长和高于预期的毛利率表示认可。</blockquote></p><p> <b>Apple Maven’s take</b></p><p><blockquote><b>苹果·马文的观点</b></blockquote></p><p> Investors had become accustomed to seeing Apple deliver impressive earnings beats in the past few years, even more so during the COVID-19 crisis. For this reason, the most recent revenue miss must have felt like a dip in ice-cold water.</p><p><blockquote>过去几年,投资者已经习惯于看到苹果实现令人印象深刻的盈利增长,在 COVID-19 危机期间更是如此。出于这个原因,最近的收入损失一定感觉像是在冰冷的水中浸泡。</blockquote></p><p> But under the hood, Apple’s recent performance has remained impressive. Despite all the supply chain issues, revenues still climbed 29%, albeit over easy 2020 comps. Gross margin increased substantially, and operating expenses remained under check. If not for some drag from below-the-line items that investors care little about, Apple would have delivered another EPS beat.</p><p><blockquote>但在幕后,苹果最近的表现依然令人印象深刻。尽管存在所有供应链问题,但收入仍增长了 29%,尽管高于 2020 年的轻松竞争。毛利率大幅增长,运营费用保持可控。如果不是投资者不太关心的线下项目带来的一些拖累,苹果的每股收益本可以再次超出预期。</blockquote></p><p> I still find it hard to justify bearishness towards Apple, considering how well the company’s management team has been executing lately. It looks like the market has agreed with me, even if it took it a few hours on Friday to make up its mind.</p><p><blockquote>考虑到该公司管理团队最近的表现,我仍然觉得很难证明对苹果的看跌是合理的。看起来市场已经同意我的观点,即使周五花了几个小时才下定决心。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Disappointed -- and Quickly Rebounded. Here's Why.<blockquote>苹果令人失望,但很快反弹。原因如下。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Disappointed -- and Quickly Rebounded. Here's Why.<blockquote>苹果令人失望,但很快反弹。原因如下。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-11-01 23:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple disappointed on fiscal Q3 earnings day, but the stock’s selloff did not last long. Here is the most likely reason why AAPL shares rebounded as early as Friday.</p><p><blockquote>苹果在第三财季财报日令人失望,但该股的抛售并没有持续多久。以下是 AAPL 股价最早于周五反弹的最可能原因。</blockquote></p><p> On October 28,Apple delivered fiscal Q4 results that lagged consensus for the first time in years. Despite revenue growth of 29% that most companies would find very solid, Apple stocksold off in after-hours action, losing as much as $125 billion in market cap right before the earnings call.</p><p><blockquote>10 月 28 日,苹果公司公布的第四财季业绩多年来首次落后于市场预期。尽管大多数公司认为收入增长 29% 非常稳健,但苹果股票在盘后交易中遭到抛售,在财报看涨期权之前市值损失了多达 1250 亿美元。</blockquote></p><p> Yet, by the end of day Friday, AAPL had erased the bulk of its short-lived losses. The Apple Maven thinks that the intraday recovery was driven primarily by analysts publishing reports that sounded much less bearish than the revenue miss may have implied at first.</p><p><blockquote>然而,到周五收盘时,苹果公司已经抹去了大部分短期损失。这位苹果专家认为,盘中复苏主要是由分析师发布的报告推动的,这些报告听起来远没有营收低迷最初暗示的那么悲观。</blockquote></p><p> Below, we review some of the main takeaways from Wall Street experts on Apple’s earnings.</p><p><blockquote>下面,我们将回顾华尔街专家对苹果财报的一些主要看法。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3facec59ae76a6c28f4c5847600b4de\" tg-width=\"1240\" tg-height=\"886\" referrerpolicy=\"no-referrer\"><span>Figure 1: Apple store in New York, NY.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1:纽约州纽约市的苹果商店。</span></p></blockquote></p><p> <b>Wall Street seemed comfortable</b></p><p><blockquote><b>华尔街似乎很舒服</b></blockquote></p><p> TipRanks reported on 13 analysts that published earnings reviews on Apple. Among these, none changed the rating on AAPL stock, which remains a “moderate buy”: about three-fourths still recommend buying the shares.</p><p><blockquote>TipRanks 报道了 13 位在苹果上发布盈利评论的分析师。其中,没有人改变对 AAPL 股票的评级,仍为 “适度买入”:约四分之三的人仍建议买入该股。</blockquote></p><p> The traditionally optimistic analyst from Wedbush, Dan Ives, did notseereasons to worry about Apple and its business. He called the Cupertino company’s supply chain issues “painful noise in the near term” and remained confident that strong demand for Apple’s products and services should convert to delayed sales in 2022.</p><p><blockquote>韦德布什传统上乐观的分析师丹·艾夫斯认为没有理由担心苹果及其业务。他称这家库比蒂诺公司的供应链问题是 “近期内令人痛苦的噪音”,并仍然相信对苹果产品和服务的强劲需求将在 2022 年转化为销售延迟。</blockquote></p><p> Morgan Stanley’s Katy Huberty is another vocal bull that I like to track for her insightful opinions and analysis. She lowered her price target on AAPL stock by a meager $2 to $164, while still pointing at around 10% gain potential from here.</p><p><blockquote>摩根士丹利(Morgan Stanley)的凯蒂-休伯蒂(Katy Huberty)是另一位歌唱公牛,我喜欢关注她富有洞察力的观点和分析。她将 AAPL 股票的目标价小幅下调了 2 美元至 164 美元,同时仍指出从这里开始有 10% 左右的上涨潜力。</blockquote></p><p> According to the analyst, “supply constraints will dominate the headlines post Apple's September quarter earnings report”, which could put a damper on valuations and share price for a moment. But she made two other comments that sounded much more upbeat: (1) guidance commentary implies that fiscal Q1 revenue should be in line with consensus, and (2) the more important stories are impressive growth in services and Greater China segments.</p><p><blockquote>这位分析师认为,“供应限制将成为苹果 9 月份季度财报发布后的头条新闻”,这可能会在一段时间内抑制估值和股价。但她提出了另外两个听起来更加乐观的评论:(1)指导评论意味着第一季度财年收入应该符合共识,(2)更重要的故事是服务业和大中华区令人印象深刻的增长。</blockquote></p><p> Even the much less bullish analysts did notseemtoo worried about Apple. Bernstein’s Tony Sacconaghi has a neutral rating on the stock and sees downside risk of over 10%. Still, the expert seemed to nod at solid fiscal Q1 guided growth of 6% to 9% and higher-than-expected gross margin, despite the challenges.</p><p><blockquote>即使是不那么乐观的分析师似乎也不太担心苹果。伯恩斯坦的托尼-萨科纳吉(Tony Sacconaghi)对该股给予中性评级,认为下行风险超过 10%。尽管如此,尽管面临挑战,这位专家似乎还是对第一季度 6% 至 9% 的稳健财政增长和高于预期的毛利率表示认可。</blockquote></p><p> <b>Apple Maven’s take</b></p><p><blockquote><b>苹果·马文的观点</b></blockquote></p><p> Investors had become accustomed to seeing Apple deliver impressive earnings beats in the past few years, even more so during the COVID-19 crisis. For this reason, the most recent revenue miss must have felt like a dip in ice-cold water.</p><p><blockquote>过去几年,投资者已经习惯于看到苹果实现令人印象深刻的盈利增长,在 COVID-19 危机期间更是如此。出于这个原因,最近的收入损失一定感觉像是在冰冷的水中浸泡。</blockquote></p><p> But under the hood, Apple’s recent performance has remained impressive. Despite all the supply chain issues, revenues still climbed 29%, albeit over easy 2020 comps. Gross margin increased substantially, and operating expenses remained under check. If not for some drag from below-the-line items that investors care little about, Apple would have delivered another EPS beat.</p><p><blockquote>但在幕后,苹果最近的表现依然令人印象深刻。尽管存在所有供应链问题,但收入仍增长了 29%,尽管高于 2020 年的轻松竞争。毛利率大幅增长,运营费用保持可控。如果不是投资者不太关心的线下项目带来的一些拖累,苹果的每股收益本可以再次超出预期。</blockquote></p><p> I still find it hard to justify bearishness towards Apple, considering how well the company’s management team has been executing lately. It looks like the market has agreed with me, even if it took it a few hours on Friday to make up its mind.</p><p><blockquote>考虑到该公司管理团队最近的表现,我仍然觉得很难证明对苹果的看跌是合理的。看起来市场已经同意我的观点,即使周五花了几个小时才下定决心。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.thestreet.com/apple/stock/this-is-why-apple-stock-rebounded-after-earnings\">TheStreet</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/this-is-why-apple-stock-rebounded-after-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175678891","content_text":"Apple disappointed on fiscal Q3 earnings day, but the stock’s selloff did not last long. Here is the most likely reason why AAPL shares rebounded as early as Friday.\nOn October 28,Apple delivered fiscal Q4 results that lagged consensus for the first time in years. Despite revenue growth of 29% that most companies would find very solid, Apple stocksold off in after-hours action, losing as much as $125 billion in market cap right before the earnings call.\nYet, by the end of day Friday, AAPL had erased the bulk of its short-lived losses. The Apple Maven thinks that the intraday recovery was driven primarily by analysts publishing reports that sounded much less bearish than the revenue miss may have implied at first.\nBelow, we review some of the main takeaways from Wall Street experts on Apple’s earnings.\nFigure 1: Apple store in New York, NY.\nWall Street seemed comfortable\nTipRanks reported on 13 analysts that published earnings reviews on Apple. Among these, none changed the rating on AAPL stock, which remains a “moderate buy”: about three-fourths still recommend buying the shares.\nThe traditionally optimistic analyst from Wedbush, Dan Ives, did notseereasons to worry about Apple and its business. He called the Cupertino company’s supply chain issues “painful noise in the near term” and remained confident that strong demand for Apple’s products and services should convert to delayed sales in 2022.\nMorgan Stanley’s Katy Huberty is another vocal bull that I like to track for her insightful opinions and analysis. She lowered her price target on AAPL stock by a meager $2 to $164, while still pointing at around 10% gain potential from here.\nAccording to the analyst, “supply constraints will dominate the headlines post Apple's September quarter earnings report”, which could put a damper on valuations and share price for a moment. But she made two other comments that sounded much more upbeat: (1) guidance commentary implies that fiscal Q1 revenue should be in line with consensus, and (2) the more important stories are impressive growth in services and Greater China segments.\nEven the much less bullish analysts did notseemtoo worried about Apple. Bernstein’s Tony Sacconaghi has a neutral rating on the stock and sees downside risk of over 10%. Still, the expert seemed to nod at solid fiscal Q1 guided growth of 6% to 9% and higher-than-expected gross margin, despite the challenges.\nApple Maven’s take\nInvestors had become accustomed to seeing Apple deliver impressive earnings beats in the past few years, even more so during the COVID-19 crisis. For this reason, the most recent revenue miss must have felt like a dip in ice-cold water.\nBut under the hood, Apple’s recent performance has remained impressive. Despite all the supply chain issues, revenues still climbed 29%, albeit over easy 2020 comps. Gross margin increased substantially, and operating expenses remained under check. If not for some drag from below-the-line items that investors care little about, Apple would have delivered another EPS beat.\nI still find it hard to justify bearishness towards Apple, considering how well the company’s management team has been executing lately. It looks like the market has agreed with me, even if it took it a few hours on Friday to make up its mind.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":4417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857809975,"gmtCreate":1635516084841,"gmtModify":1635516084900,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"title":"","htmlText":"How good If there will be a big correction. 😂 there will be always someone ever ready to buy","listText":"How good If there will be a big correction. 😂 there will be always someone ever ready to buy","text":"How good If there will be a big correction. 😂 there will be always someone ever ready to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857809975","repostId":"2179609245","repostType":4,"isVote":1,"tweetType":1,"viewCount":895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822643875,"gmtCreate":1634130799045,"gmtModify":1634130799045,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"title":"","htmlText":"Some positive outlook here","listText":"Some positive outlook here","text":"Some positive outlook here","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/822643875","repostId":"1143826355","repostType":4,"isVote":1,"tweetType":1,"viewCount":1330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829277202,"gmtCreate":1633523051108,"gmtModify":1633523051256,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"title":"","htmlText":"Too volatile... for my liking. ","listText":"Too volatile... for my liking. ","text":"Too volatile... for my liking.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/829277202","repostId":"1139362646","repostType":4,"isVote":1,"tweetType":1,"viewCount":1197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865244468,"gmtCreate":1632993129878,"gmtModify":1632993130030,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"title":"","htmlText":"Confident the ceiling will be higher","listText":"Confident the ceiling will be higher","text":"Confident the ceiling will be higher","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/865244468","repostId":"2171300933","repostType":4,"isVote":1,"tweetType":1,"viewCount":1265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860831584,"gmtCreate":1632150630348,"gmtModify":1632802485313,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"title":"","htmlText":"Follow in to see what pans out","listText":"Follow in to see what pans out","text":"Follow in to see what pans out","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/860831584","repostId":"1194891884","repostType":4,"repost":{"id":"1194891884","kind":"news","pubTimestamp":1632091615,"share":"https://www.laohunote.com/m/news/1194891884?lang=zh_CN&edition=full","pubTime":"2021-09-20 06:46","market":"us","language":"en","title":"Nike, Costco, FedEx, Salesforce, and Other Stocks for Investors to Watch This Week<blockquote>耐克、好市多、联邦快递、Salesforce 和其他投资者本周值得关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1194891884","media":"Barrons","summary":"The main event this week will be the Federal Reserve’s September policy meeting. Investors will also","content":"<p>The main event this week will be the Federal Reserve’s September policy meeting. Investors will also be watching for several corporate earnings releases, investor days, and the latest economic data.</p><p><blockquote>本周的重头戏将是美联储 9 月份的政策会议。投资者还将关注多项企业财报发布、投资者日和最新经济数据。</blockquote></p><p> Lennar reports quarterly earnings on Monday, followed by results from Adobe, AutoZone, and FedEx on Tuesday. General Mills goes on Wednesday, then Nike, Accenture, Costco Wholesale, and Darden Restaurants report on Thursday. Investor days this week include Biogen on Tuesday, Weyerhaeuser on Wednesday, and Salesforce.com on Thursday.</p><p><blockquote>Lennar 将于周一公布季度收益,随后 Adobe、AutoZone 和 FedEx 将于周二公布业绩。通用磨坊周三发布报告,耐克、埃森哲、好市多批发和达顿餐厅周四发布报告。本周的投资者日包括周二的百健、周三的惠好和周四的 Salesforce.com。</blockquote></p><p> The Federal Reserve’s monetary policy committee meets on Tuesday and Wednesday this week. The central bank is unlikely to change its target interest rate range, but could give an update on its plans to begin reducing its monthly asset purchases. Wednesday afternoon’s press conference with Fed chair Jerome Powell will be closely watched.</p><p><blockquote>美联储货币政策委员会将于本周二和周三召开会议。央行不太可能改变其目标利率区间,但可能会更新其开始减少每月资产购买的计划。周三下午美联储主席杰罗姆-鲍威尔(Jerome Powell)的新闻发布会将受到密切关注。</blockquote></p><p> Economic data out this week include the Conference Board’s Leading Economic Index for August on Thursday. There will also be several updates on the U.S. housing market including the National Association of Home Builders’ Housing Market Index for September on Monday, the Census Bureau’s new residential construction data for August on Tuesday, and the National Association of Realtors’ existing-home sales for August on Wednesday.</p><p><blockquote>本周公布的经济数据包括世界大型企业联合会周四公布的 8 月份领先经济指数。美国房地产市场还将发布多项最新消息,包括周一公布的全国房屋建筑商协会(National Association of Home Builders)9 月份住房市场指数、周二公布的人口普查局(Census Bureau)8 月份新住宅建设数据以及周三公布的全国房地产经纪人协会(National Association of Realtors)8 月份成屋销售数据。</blockquote></p><p> <b>Monday 9/20</b></p><p><blockquote><b>9/20星期一</b></blockquote></p><p> Lennar reports third-quarter fiscal-2021 results.</p><p><blockquote>Lennar 报告 2021 财年第三季度业绩。</blockquote></p><p> Merck presents data on its portfolio of cancer drugs, in conjunction with the European Society for Medical Oncology’s 2021 Congress.</p><p><blockquote>默克公司在欧洲肿瘤医学学会 2021 年大会上展示了其癌症药物组合的数据。</blockquote></p><p> <b>The National Association</b> of Home Builders releases its Housing Market Index for September. Economists forecast a 73 reading, two points below August’s figure, which was the lowest in more than a year.</p><p><blockquote><b>全国协会</b>Home Builders 发布 9 月份房地产市场指数。经济学家预测读数为 73,比 8 月份的数字低 2 个百分点,8 月份是一年多来的最低值。</blockquote></p><p> <b>Tuesday 9/21</b></p><p><blockquote><b>9月21日星期二</b></blockquote></p><p> Adobe, AutoZone, and FedEx release earnings.</p><p><blockquote>Adobe、AutoZone 和联邦快递发布财报。</blockquote></p><p> Biogen hosts an investor day to discuss its pipeline of neuroscience therapeutics.</p><p><blockquote>百健举办投资者日活动,讨论其神经科学疗法管道。</blockquote></p><p> <b>The Census Bureau</b> reports on new residential construction for August. Consensus estimate is for a seasonally adjusted annual rate of 1.55 million housing starts, 1% higher than the July level. Housing starts are down from their post–financial crisis peak of 1.725 million, reached in March of this year.</p><p><blockquote><b>人口普查局</b>8月份新住宅建设报告。普遍估计,经季节性调整后的新屋开工年率为 155 万套,比 7 月份的水平高出 1%。新屋开工率低于今年 3 月达到的金融危机后峰值 172.5 万套。</blockquote></p><p> <b>Wednesday 9/22</b></p><p><blockquote><b>9月22日星期三</b></blockquote></p><p> <b>The FOMC announces</b> its monetary-policy decision. The Federal Reserve is likely to keep the federal-funds rate unchanged at near zero, but might signal that it will pare its asset purchases later this year.</p><p><blockquote><b>联邦公开市场委员会宣布</b>其货币政策决定。美联储可能会将联邦基金利率维持在接近于零的水平不变,但可能会暗示将在今年晚些时候削减资产购买。</blockquote></p><p> General Mills reports first-quarter fiscal-2022 results.</p><p><blockquote>通用磨坊公布 2022 财年第一季度业绩。</blockquote></p><p> Boston Scientific,Weyerhaeuser, and Yum China Holdings host their 2021 investor days.</p><p><blockquote>波士顿科学、惠好和百胜中国控股公司举办 2021 年投资者日。</blockquote></p><p> <b>TheBank of Japan</b> announces its monetary-policy decision. The BOJ is widely expected to keep its key short-term interest rate unchanged at minus 0.1%, as Tokyo and other regions remain in a state of emergency through the end of September due to the Covid-19 Delta variant.</p><p><blockquote><b>日本银行</b>宣布货币政策决定。人们普遍预计日本央行将维持其关键短期利率在负0.1%不变,因为由于新冠肺炎德尔塔变异毒株,东京都和其他地区在9月底前仍处于紧急状态。</blockquote></p><p> <b>The National Association</b> of Realtors reports existing-home sales for August. Expectations are for a seasonally adjusted annual rate of 578,000 homes sold, down 3.5% from July’s 599,000.</p><p><blockquote><b>全国协会</b>房地产经纪人报告8月份的现房销售情况。经季节性调整后,预计全年售出房屋57.8万套,比7月份的59.9万套下降3.5%。</blockquote></p><p> <b>Thursday 9/23</b></p><p><blockquote><b>9月23日星期四</b></blockquote></p><p> Accenture, Costco Wholesale, Darden Restaurants, and Nike hold conference calls to discuss their quarterly results.</p><p><blockquote>埃森哲、好市多批发、达顿餐厅和耐克公司在评级举行会议,讨论他们的季度业绩。</blockquote></p><p> Salesforce.com holds its 2021 investor day. CEO Marc Benioff and Slack CEO Stewart Butterfield will be among the participants. Salesforce completed its $28 billion acquisition of Slack this summer.</p><p><blockquote>Salesforce.com 举办 2021 年投资者日。首席执行官马克·贝尼奥夫和Slack首席执行官斯图尔特·巴特菲尔德将出席。Salesforce 今年夏天完成了对 Slack 的 280 亿美元收购。</blockquote></p><p> <b>The Conference Board</b> releases its Leading Economic Index for August. Economists forecast a 0.5% month-over-month rise, after a 0.9% increase in July. The Conference Board currently projects 6% gross-domestic-product growth for 2021, and 4% for 2022.</p><p><blockquote><b>会议委员会</b>发布8月份领先经济指数。经济学家预测,继 7 月份上涨 0.9% 之后,环比上涨 0.5%。世界大型企业联合会目前预计 2021 年国内生产总值增长 6%,2022 年增长 4%。</blockquote></p><p> <b>Friday 9/24</b></p><p><blockquote><b>9月24日星期五</b></blockquote></p><p> Kansas City Southernhosts a special shareholder meeting to vote on a proposed merger withCanadian Pacific Railway.</p><p><blockquote>堪萨斯城南方公司召开特别股东大会,就与加拿大太平洋铁路公司的合并提案进行投票。</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>Nike, Costco, FedEx, Salesforce, and Other Stocks for Investors to Watch This Week<blockquote>耐克、好市多、联邦快递、Salesforce 和其他投资者本周值得关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNike, Costco, FedEx, Salesforce, and Other Stocks for Investors to Watch This Week<blockquote>耐克、好市多、联邦快递、Salesforce 和其他投资者本周值得关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-09-20 06:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The main event this week will be the Federal Reserve’s September policy meeting. Investors will also be watching for several corporate earnings releases, investor days, and the latest economic data.</p><p><blockquote>本周的重头戏将是美联储 9 月份的政策会议。投资者还将关注多项企业财报发布、投资者日和最新经济数据。</blockquote></p><p> Lennar reports quarterly earnings on Monday, followed by results from Adobe, AutoZone, and FedEx on Tuesday. General Mills goes on Wednesday, then Nike, Accenture, Costco Wholesale, and Darden Restaurants report on Thursday. Investor days this week include Biogen on Tuesday, Weyerhaeuser on Wednesday, and Salesforce.com on Thursday.</p><p><blockquote>Lennar 将于周一公布季度收益,随后 Adobe、AutoZone 和 FedEx 将于周二公布业绩。通用磨坊周三发布报告,耐克、埃森哲、好市多批发和达顿餐厅周四发布报告。本周的投资者日包括周二的百健、周三的惠好和周四的 Salesforce.com。</blockquote></p><p> The Federal Reserve’s monetary policy committee meets on Tuesday and Wednesday this week. The central bank is unlikely to change its target interest rate range, but could give an update on its plans to begin reducing its monthly asset purchases. Wednesday afternoon’s press conference with Fed chair Jerome Powell will be closely watched.</p><p><blockquote>美联储货币政策委员会将于本周二和周三召开会议。央行不太可能改变其目标利率区间,但可能会更新其开始减少每月资产购买的计划。周三下午美联储主席杰罗姆-鲍威尔(Jerome Powell)的新闻发布会将受到密切关注。</blockquote></p><p> Economic data out this week include the Conference Board’s Leading Economic Index for August on Thursday. There will also be several updates on the U.S. housing market including the National Association of Home Builders’ Housing Market Index for September on Monday, the Census Bureau’s new residential construction data for August on Tuesday, and the National Association of Realtors’ existing-home sales for August on Wednesday.</p><p><blockquote>本周公布的经济数据包括世界大型企业联合会周四公布的 8 月份领先经济指数。美国房地产市场还将发布多项最新消息,包括周一公布的全国房屋建筑商协会(National Association of Home Builders)9 月份住房市场指数、周二公布的人口普查局(Census Bureau)8 月份新住宅建设数据以及周三公布的全国房地产经纪人协会(National Association of Realtors)8 月份成屋销售数据。</blockquote></p><p> <b>Monday 9/20</b></p><p><blockquote><b>9/20星期一</b></blockquote></p><p> Lennar reports third-quarter fiscal-2021 results.</p><p><blockquote>Lennar 报告 2021 财年第三季度业绩。</blockquote></p><p> Merck presents data on its portfolio of cancer drugs, in conjunction with the European Society for Medical Oncology’s 2021 Congress.</p><p><blockquote>默克公司在欧洲肿瘤医学学会 2021 年大会上展示了其癌症药物组合的数据。</blockquote></p><p> <b>The National Association</b> of Home Builders releases its Housing Market Index for September. Economists forecast a 73 reading, two points below August’s figure, which was the lowest in more than a year.</p><p><blockquote><b>全国协会</b>Home Builders 发布 9 月份房地产市场指数。经济学家预测读数为 73,比 8 月份的数字低 2 个百分点,8 月份是一年多来的最低值。</blockquote></p><p> <b>Tuesday 9/21</b></p><p><blockquote><b>9月21日星期二</b></blockquote></p><p> Adobe, AutoZone, and FedEx release earnings.</p><p><blockquote>Adobe、AutoZone 和联邦快递发布财报。</blockquote></p><p> Biogen hosts an investor day to discuss its pipeline of neuroscience therapeutics.</p><p><blockquote>百健举办投资者日活动,讨论其神经科学疗法管道。</blockquote></p><p> <b>The Census Bureau</b> reports on new residential construction for August. Consensus estimate is for a seasonally adjusted annual rate of 1.55 million housing starts, 1% higher than the July level. Housing starts are down from their post–financial crisis peak of 1.725 million, reached in March of this year.</p><p><blockquote><b>人口普查局</b>8月份新住宅建设报告。普遍估计,经季节性调整后的新屋开工年率为 155 万套,比 7 月份的水平高出 1%。新屋开工率低于今年 3 月达到的金融危机后峰值 172.5 万套。</blockquote></p><p> <b>Wednesday 9/22</b></p><p><blockquote><b>9月22日星期三</b></blockquote></p><p> <b>The FOMC announces</b> its monetary-policy decision. The Federal Reserve is likely to keep the federal-funds rate unchanged at near zero, but might signal that it will pare its asset purchases later this year.</p><p><blockquote><b>联邦公开市场委员会宣布</b>其货币政策决定。美联储可能会将联邦基金利率维持在接近于零的水平不变,但可能会暗示将在今年晚些时候削减资产购买。</blockquote></p><p> General Mills reports first-quarter fiscal-2022 results.</p><p><blockquote>通用磨坊公布 2022 财年第一季度业绩。</blockquote></p><p> Boston Scientific,Weyerhaeuser, and Yum China Holdings host their 2021 investor days.</p><p><blockquote>波士顿科学、惠好和百胜中国控股公司举办 2021 年投资者日。</blockquote></p><p> <b>TheBank of Japan</b> announces its monetary-policy decision. The BOJ is widely expected to keep its key short-term interest rate unchanged at minus 0.1%, as Tokyo and other regions remain in a state of emergency through the end of September due to the Covid-19 Delta variant.</p><p><blockquote><b>日本银行</b>宣布货币政策决定。人们普遍预计日本央行将维持其关键短期利率在负0.1%不变,因为由于新冠肺炎德尔塔变异毒株,东京都和其他地区在9月底前仍处于紧急状态。</blockquote></p><p> <b>The National Association</b> of Realtors reports existing-home sales for August. Expectations are for a seasonally adjusted annual rate of 578,000 homes sold, down 3.5% from July’s 599,000.</p><p><blockquote><b>全国协会</b>房地产经纪人报告8月份的现房销售情况。经季节性调整后,预计全年售出房屋57.8万套,比7月份的59.9万套下降3.5%。</blockquote></p><p> <b>Thursday 9/23</b></p><p><blockquote><b>9月23日星期四</b></blockquote></p><p> Accenture, Costco Wholesale, Darden Restaurants, and Nike hold conference calls to discuss their quarterly results.</p><p><blockquote>埃森哲、好市多批发、达顿餐厅和耐克公司在评级举行会议,讨论他们的季度业绩。</blockquote></p><p> Salesforce.com holds its 2021 investor day. CEO Marc Benioff and Slack CEO Stewart Butterfield will be among the participants. Salesforce completed its $28 billion acquisition of Slack this summer.</p><p><blockquote>Salesforce.com 举办 2021 年投资者日。首席执行官马克·贝尼奥夫和Slack首席执行官斯图尔特·巴特菲尔德将出席。Salesforce 今年夏天完成了对 Slack 的 280 亿美元收购。</blockquote></p><p> <b>The Conference Board</b> releases its Leading Economic Index for August. Economists forecast a 0.5% month-over-month rise, after a 0.9% increase in July. The Conference Board currently projects 6% gross-domestic-product growth for 2021, and 4% for 2022.</p><p><blockquote><b>会议委员会</b>发布8月份领先经济指数。经济学家预测,继 7 月份上涨 0.9% 之后,环比上涨 0.5%。世界大型企业联合会目前预计 2021 年国内生产总值增长 6%,2022 年增长 4%。</blockquote></p><p> <b>Friday 9/24</b></p><p><blockquote><b>9月24日星期五</b></blockquote></p><p> Kansas City Southernhosts a special shareholder meeting to vote on a proposed merger withCanadian Pacific Railway.</p><p><blockquote>堪萨斯城南方公司召开特别股东大会,就与加拿大太平洋铁路公司的合并提案进行投票。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/nike-costco-fedex-salesforce-and-other-stocks-for-investors-to-watch-this-week-51632078208?mod=hp_LEAD_2\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","ADBE":"Adobe","COST":"好市多","CRM":"赛富时",".DJI":"道琼斯","NKE":"耐克",".IXIC":"NASDAQ Composite","FDX":"联邦快递"},"source_url":"https://www.barrons.com/articles/nike-costco-fedex-salesforce-and-other-stocks-for-investors-to-watch-this-week-51632078208?mod=hp_LEAD_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194891884","content_text":"The main event this week will be the Federal Reserve’s September policy meeting. Investors will also be watching for several corporate earnings releases, investor days, and the latest economic data.\nLennar reports quarterly earnings on Monday, followed by results from Adobe, AutoZone, and FedEx on Tuesday. General Mills goes on Wednesday, then Nike, Accenture, Costco Wholesale, and Darden Restaurants report on Thursday. Investor days this week include Biogen on Tuesday, Weyerhaeuser on Wednesday, and Salesforce.com on Thursday.\nThe Federal Reserve’s monetary policy committee meets on Tuesday and Wednesday this week. The central bank is unlikely to change its target interest rate range, but could give an update on its plans to begin reducing its monthly asset purchases. Wednesday afternoon’s press conference with Fed chair Jerome Powell will be closely watched.\nEconomic data out this week include the Conference Board’s Leading Economic Index for August on Thursday. There will also be several updates on the U.S. housing market including the National Association of Home Builders’ Housing Market Index for September on Monday, the Census Bureau’s new residential construction data for August on Tuesday, and the National Association of Realtors’ existing-home sales for August on Wednesday.\nMonday 9/20\nLennar reports third-quarter fiscal-2021 results.\nMerck presents data on its portfolio of cancer drugs, in conjunction with the European Society for Medical Oncology’s 2021 Congress.\nThe National Association of Home Builders releases its Housing Market Index for September. Economists forecast a 73 reading, two points below August’s figure, which was the lowest in more than a year.\nTuesday 9/21\nAdobe, AutoZone, and FedEx release earnings.\nBiogen hosts an investor day to discuss its pipeline of neuroscience therapeutics.\nThe Census Bureau reports on new residential construction for August. Consensus estimate is for a seasonally adjusted annual rate of 1.55 million housing starts, 1% higher than the July level. Housing starts are down from their post–financial crisis peak of 1.725 million, reached in March of this year.\nWednesday 9/22\nThe FOMC announces its monetary-policy decision. The Federal Reserve is likely to keep the federal-funds rate unchanged at near zero, but might signal that it will pare its asset purchases later this year.\nGeneral Mills reports first-quarter fiscal-2022 results.\nBoston Scientific,Weyerhaeuser, and Yum China Holdings host their 2021 investor days.\nTheBank of Japan announces its monetary-policy decision. The BOJ is widely expected to keep its key short-term interest rate unchanged at minus 0.1%, as Tokyo and other regions remain in a state of emergency through the end of September due to the Covid-19 Delta variant.\nThe National Association of Realtors reports existing-home sales for August. Expectations are for a seasonally adjusted annual rate of 578,000 homes sold, down 3.5% from July’s 599,000.\nThursday 9/23\nAccenture, Costco Wholesale, Darden Restaurants, and Nike hold conference calls to discuss their quarterly results.\nSalesforce.com holds its 2021 investor day. CEO Marc Benioff and Slack CEO Stewart Butterfield will be among the participants. Salesforce completed its $28 billion acquisition of Slack this summer.\nThe Conference Board releases its Leading Economic Index for August. Economists forecast a 0.5% month-over-month rise, after a 0.9% increase in July. The Conference Board currently projects 6% gross-domestic-product growth for 2021, and 4% for 2022.\nFriday 9/24\nKansas City Southernhosts a special shareholder meeting to vote on a proposed merger withCanadian Pacific Railway.","news_type":1,"symbols_score_info":{"CRM":0.9,".IXIC":0.9,"COST":0.9,"ADBE":0.9,"FDX":0.9,"NKE":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886775910,"gmtCreate":1631628553730,"gmtModify":1631889390422,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"title":"","htmlText":"Goingbto watch closely see how this pans out","listText":"Goingbto watch closely see how this pans out","text":"Goingbto watch closely see how this pans out","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/886775910","repostId":"1134188093","repostType":4,"isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812594812,"gmtCreate":1630593453936,"gmtModify":1631889390427,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"title":"","htmlText":"Apple is drop 40% the index will not look good either. All the best","listText":"Apple is drop 40% the index will not look good either. All the best","text":"Apple is drop 40% the index will not look good either. All the best","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/812594812","repostId":"1131318558","repostType":4,"repost":{"id":"1131318558","kind":"news","pubTimestamp":1630591645,"share":"https://www.laohunote.com/m/news/1131318558?lang=zh_CN&edition=full","pubTime":"2021-09-02 22:07","market":"us","language":"en","title":"Bear Attack: Could Apple Stock Really Drop 40%?<blockquote>熊市攻击:苹果股票真的会下跌40%吗?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1131318558","media":"Thestreet","summary":"One of two Wall Street analysts that had a sell rating on Apple stock threw in the towel. The other still thinks that AAPL shares could drop 40%. Is the sizable downside risk realistic?On the first day of September, one of the rare Wall Street bears on Apple stock finally gave in and dropped his sell rating. The last remaining one still sees shares dropping to a price target of $90, representing risk of loss of around 40%.Could New Street’s Pierre Ferragu, the last remaining Apple bear on Wall ","content":"<p>One of two Wall Street analysts that had a sell rating on Apple stock threw in the towel. The other still thinks that AAPL shares could drop 40%. Is the sizable downside risk realistic?</p><p><blockquote>两名给予苹果股票卖出评级的华尔街分析师之一认输了。另一位人士仍然认为 AAPL 股价可能会下跌 40%。相当大的下行风险现实吗?</blockquote></p><p> On the first day of September, one of the rare Wall Street bears on Apple stock (<b>AAPL</b>) finally gave in and dropped his sell rating. The last remaining one still sees shares dropping to a price target of $90, representing risk of loss of around 40%.</p><p><blockquote>9月的第一天,华尔街罕见的空头之一苹果股票(<b>苹果</b>)最终屈服并降低了卖出评级。剩下的最后一只股票仍然预计股价将跌至 90 美元的目标价,损失风险约为 40%。</blockquote></p><p> Could New Street’s Pierre Ferragu, the last remaining Apple bear on Wall Street, be right about his downside call? The Apple Maven looks a bit closer at the argument.</p><p><blockquote>新街的皮埃尔-费拉古(Pierre Ferragu)是华尔街仅存的苹果熊,他对看涨期权的看法是否正确?这位苹果专家更仔细地研究了这个论点。</blockquote></p><p> <b>Why bearish on Apple?</b></p><p><blockquote><b>为什么看空苹果?</b></blockquote></p><p> The core of Pierre’s bearish argument seems to be the iPhone. The analyst has called the upcoming device launch a “12S cycle”, arguing that the best of Apple’s iPhone upgrade wave,the so-called 5G super cycle, has been left in the rearview mirror.</p><p><blockquote>皮埃尔看跌论点的核心似乎是 iPhone。这位分析师将即将到来的设备发布称为 “12S 周期”,认为苹果 iPhone 升级浪潮中最精彩的部分,即所谓的 5G 超级周期,已经被抛在了后视镜里。</blockquote></p><p> New Street subscribes to the view that the strong iPhone 12 cycle has pulled forward smartphone sales, leaving a gap in demand going forward. Interestingly, this is exactly the opposite opinion of bullish Wedbush analyst Dan Ives, who said the following during an interview with the Apple Maven:</p><p><blockquote>New Street同意这样的观点,即强劲的iPhone 12周期推动了智能手机销售,留下了未来的需求缺口。有趣的是,这与看涨的韦德布什分析师丹·艾夫斯(Dan Ives)的观点完全相反,他在接受苹果专家采访时说道:</blockquote></p><p> “What the Street underestimates is how massive and elongated this super cycle is. […] 5G does not get fully embraced for the next two or three years, until the networks are built out. In China [where the 5G infrastructure is further ahead], the iPhone 12, especially the larger Pro versions, really sold extremely well.” Still on the iPhone, Mr. Ferragu laid out his expectations for 2022 back in April (I am unaware of revisions since then). He believes that iPhone shipments will reach 190 million units, suggesting segment revenues of around $150 billion – a modest annual increase of 5% from COVID-19 levels.</p><p><blockquote>“华尔街低估的是这个超级周期有多么庞大和漫长。[...]在未来两三年内,5G 不会被完全普及,直到网络建成。在中国(5G 基础设施更加先进),iPhone 12,尤其是更大尺寸的专业版,确实卖得非常好。”Ferragu 先生仍然在 iPhone 上,早在 4 月份就列出了他对 2022 年的期望(我不知道从那时起有任何修订)。他认为 iPhone 出货量将达到 1.9 亿部,这意味着该部门的收入约为 1500 亿美元,比 COVID-19 水平每年小幅增长 5%。</blockquote></p><p> <b>Could AAPL sink 40%?</b></p><p><blockquote><b>苹果能下跌40%吗?</b></blockquote></p><p> Now, let’s put pen to paper. For Apple stock to be valued at $90 apiece, one of two things would need to happen: either financial performance would need to lag consensus expectations, or valuations would need to contract (or a combination of both).</p><p><blockquote>现在,让我们动笔。要使苹果股票的估值达到每股 90 美元,需要发生两件事之一:要么财务业绩需要落后于普遍预期,要么估值需要收缩(或两者兼而有之)。</blockquote></p><p> On results,Wall Street currently sees fiscal 2022 EPS landing at $5.63, roughly flat against a 2021 that has been impressive so far. For AAPL to drop 40% in price, therefore, next-year earnings would need to miss consensus substantially, by at least a couple of dollars. I find this highly unlikely.</p><p><blockquote>从业绩来看,华尔街目前预计 2022 财年每股收益将达到 5.63 美元,与迄今为止令人印象深刻的 2021 财年基本持平。因此,AAPL 要想降价 40%,明年的盈利需要大幅低于市场预期,至少低几美元。我觉得这不太可能。</blockquote></p><p> On valuations, AAPL currently trades at a fiscal 2021 earnings multiple of 27 times. Assuming consensus-matching results in the future, this multiple would need to drop to about 16 times for AAPL shares to sink to $90. The stock’s forward P/E has not been this low in years.</p><p><blockquote>根据估值,AAPL 目前的 2021 财年市盈率为 27 倍。假设未来的结果与共识一致,该倍数需要降至 16 倍左右,AAPL 股价才能跌至 90 美元。该股的远期市盈率多年来从未如此之低。</blockquote></p><p> <b>The Apple Maven’s take</b></p><p><blockquote><b>苹果专家的看法</b></blockquote></p><p> I find it very improbable, if not virtually impossible, for Apple to ever be valued at $90 per share again. It is much more reasonable, in my opinion, that New Street’s current price target on the stock is simply stale, following AAPL’s 25% rally in the past six months.</p><p><blockquote>我发现苹果的估值再次达到每股90美元是非常不可能的,如果不是几乎不可能的话。在我看来,在苹果公司过去六个月上涨了 25% 之后,新街目前对该股的目标价已经过时了,这更合理。</blockquote></p><p> Therefore, I would not be surprised to see Wall Street’s last AAPL bear eventually (soon?) give in on his downside convictions, at least in what pertains to his current price target.</p><p><blockquote>因此,如果华尔街最后一位看空苹果公司的人最终(很快?)屈服于他的下行信念,至少在他目前的目标价方面是这样,我不会感到惊讶。</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>Bear Attack: Could Apple Stock Really Drop 40%?<blockquote>熊市攻击:苹果股票真的会下跌40%吗?</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\">\nBear Attack: Could Apple Stock Really Drop 40%?<blockquote>熊市攻击:苹果股票真的会下跌40%吗?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Thestreet</strong><span class=\"h-time small\">2021-09-02 22:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p>One of two Wall Street analysts that had a sell rating on Apple stock threw in the towel. The other still thinks that AAPL shares could drop 40%. Is the sizable downside risk realistic?</p><p><blockquote>两名给予苹果股票卖出评级的华尔街分析师之一认输了。另一位人士仍然认为 AAPL 股价可能会下跌 40%。相当大的下行风险现实吗?</blockquote></p><p> On the first day of September, one of the rare Wall Street bears on Apple stock (<b>AAPL</b>) finally gave in and dropped his sell rating. The last remaining one still sees shares dropping to a price target of $90, representing risk of loss of around 40%.</p><p><blockquote>9月的第一天,华尔街罕见的空头之一苹果股票(<b>苹果</b>)最终屈服并降低了卖出评级。剩下的最后一只股票仍然预计股价将跌至 90 美元的目标价,损失风险约为 40%。</blockquote></p><p> Could New Street’s Pierre Ferragu, the last remaining Apple bear on Wall Street, be right about his downside call? The Apple Maven looks a bit closer at the argument.</p><p><blockquote>新街的皮埃尔-费拉古(Pierre Ferragu)是华尔街仅存的苹果熊,他对看涨期权的看法是否正确?这位苹果专家更仔细地研究了这个论点。</blockquote></p><p> <b>Why bearish on Apple?</b></p><p><blockquote><b>为什么看空苹果?</b></blockquote></p><p> The core of Pierre’s bearish argument seems to be the iPhone. The analyst has called the upcoming device launch a “12S cycle”, arguing that the best of Apple’s iPhone upgrade wave,the so-called 5G super cycle, has been left in the rearview mirror.</p><p><blockquote>皮埃尔看跌论点的核心似乎是 iPhone。这位分析师将即将到来的设备发布称为 “12S 周期”,认为苹果 iPhone 升级浪潮中最精彩的部分,即所谓的 5G 超级周期,已经被抛在了后视镜里。</blockquote></p><p> New Street subscribes to the view that the strong iPhone 12 cycle has pulled forward smartphone sales, leaving a gap in demand going forward. Interestingly, this is exactly the opposite opinion of bullish Wedbush analyst Dan Ives, who said the following during an interview with the Apple Maven:</p><p><blockquote>New Street同意这样的观点,即强劲的iPhone 12周期推动了智能手机销售,留下了未来的需求缺口。有趣的是,这与看涨的韦德布什分析师丹·艾夫斯(Dan Ives)的观点完全相反,他在接受苹果专家采访时说道:</blockquote></p><p> “What the Street underestimates is how massive and elongated this super cycle is. […] 5G does not get fully embraced for the next two or three years, until the networks are built out. In China [where the 5G infrastructure is further ahead], the iPhone 12, especially the larger Pro versions, really sold extremely well.” Still on the iPhone, Mr. Ferragu laid out his expectations for 2022 back in April (I am unaware of revisions since then). He believes that iPhone shipments will reach 190 million units, suggesting segment revenues of around $150 billion – a modest annual increase of 5% from COVID-19 levels.</p><p><blockquote>“华尔街低估的是这个超级周期有多么庞大和漫长。[...]在未来两三年内,5G 不会被完全普及,直到网络建成。在中国(5G 基础设施更加先进),iPhone 12,尤其是更大尺寸的专业版,确实卖得非常好。”Ferragu 先生仍然在 iPhone 上,早在 4 月份就列出了他对 2022 年的期望(我不知道从那时起有任何修订)。他认为 iPhone 出货量将达到 1.9 亿部,这意味着该部门的收入约为 1500 亿美元,比 COVID-19 水平每年小幅增长 5%。</blockquote></p><p> <b>Could AAPL sink 40%?</b></p><p><blockquote><b>苹果能下跌40%吗?</b></blockquote></p><p> Now, let’s put pen to paper. For Apple stock to be valued at $90 apiece, one of two things would need to happen: either financial performance would need to lag consensus expectations, or valuations would need to contract (or a combination of both).</p><p><blockquote>现在,让我们动笔。要使苹果股票的估值达到每股 90 美元,需要发生两件事之一:要么财务业绩需要落后于普遍预期,要么估值需要收缩(或两者兼而有之)。</blockquote></p><p> On results,Wall Street currently sees fiscal 2022 EPS landing at $5.63, roughly flat against a 2021 that has been impressive so far. For AAPL to drop 40% in price, therefore, next-year earnings would need to miss consensus substantially, by at least a couple of dollars. I find this highly unlikely.</p><p><blockquote>从业绩来看,华尔街目前预计 2022 财年每股收益将达到 5.63 美元,与迄今为止令人印象深刻的 2021 财年基本持平。因此,AAPL 要想降价 40%,明年的盈利需要大幅低于市场预期,至少低几美元。我觉得这不太可能。</blockquote></p><p> On valuations, AAPL currently trades at a fiscal 2021 earnings multiple of 27 times. Assuming consensus-matching results in the future, this multiple would need to drop to about 16 times for AAPL shares to sink to $90. The stock’s forward P/E has not been this low in years.</p><p><blockquote>根据估值,AAPL 目前的 2021 财年市盈率为 27 倍。假设未来的结果与共识一致,该倍数需要降至 16 倍左右,AAPL 股价才能跌至 90 美元。该股的远期市盈率多年来从未如此之低。</blockquote></p><p> <b>The Apple Maven’s take</b></p><p><blockquote><b>苹果专家的看法</b></blockquote></p><p> I find it very improbable, if not virtually impossible, for Apple to ever be valued at $90 per share again. It is much more reasonable, in my opinion, that New Street’s current price target on the stock is simply stale, following AAPL’s 25% rally in the past six months.</p><p><blockquote>我发现苹果的估值再次达到每股90美元是非常不可能的,如果不是几乎不可能的话。在我看来,在苹果公司过去六个月上涨了 25% 之后,新街目前对该股的目标价已经过时了,这更合理。</blockquote></p><p> Therefore, I would not be surprised to see Wall Street’s last AAPL bear eventually (soon?) give in on his downside convictions, at least in what pertains to his current price target.</p><p><blockquote>因此,如果华尔街最后一位看空苹果公司的人最终(很快?)屈服于他的下行信念,至少在他目前的目标价方面是这样,我不会感到惊讶。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.thestreet.com/apple/stock/bear-attack-could-apple-stock-really-drop-40\">Thestreet</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/bear-attack-could-apple-stock-really-drop-40","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131318558","content_text":"One of two Wall Street analysts that had a sell rating on Apple stock threw in the towel. The other still thinks that AAPL shares could drop 40%. Is the sizable downside risk realistic?\nOn the first day of September, one of the rare Wall Street bears on Apple stock (AAPL) finally gave in and dropped his sell rating. The last remaining one still sees shares dropping to a price target of $90, representing risk of loss of around 40%.\nCould New Street’s Pierre Ferragu, the last remaining Apple bear on Wall Street, be right about his downside call? The Apple Maven looks a bit closer at the argument.\nWhy bearish on Apple?\nThe core of Pierre’s bearish argument seems to be the iPhone. The analyst has called the upcoming device launch a “12S cycle”, arguing that the best of Apple’s iPhone upgrade wave,the so-called 5G super cycle, has been left in the rearview mirror.\nNew Street subscribes to the view that the strong iPhone 12 cycle has pulled forward smartphone sales, leaving a gap in demand going forward. Interestingly, this is exactly the opposite opinion of bullish Wedbush analyst Dan Ives, who said the following during an interview with the Apple Maven:\n\n “What the Street underestimates is how massive and elongated this super cycle is. […] 5G does not get fully embraced for the next two or three years, until the networks are built out. In China [where the 5G infrastructure is further ahead], the iPhone 12, especially the larger Pro versions, really sold extremely well.”\n\nStill on the iPhone, Mr. Ferragu laid out his expectations for 2022 back in April (I am unaware of revisions since then). He believes that iPhone shipments will reach 190 million units, suggesting segment revenues of around $150 billion – a modest annual increase of 5% from COVID-19 levels.\nCould AAPL sink 40%?\nNow, let’s put pen to paper. For Apple stock to be valued at $90 apiece, one of two things would need to happen: either financial performance would need to lag consensus expectations, or valuations would need to contract (or a combination of both).\nOn results,Wall Street currently sees fiscal 2022 EPS landing at $5.63, roughly flat against a 2021 that has been impressive so far. For AAPL to drop 40% in price, therefore, next-year earnings would need to miss consensus substantially, by at least a couple of dollars. I find this highly unlikely.\nOn valuations, AAPL currently trades at a fiscal 2021 earnings multiple of 27 times. Assuming consensus-matching results in the future, this multiple would need to drop to about 16 times for AAPL shares to sink to $90. The stock’s forward P/E has not been this low in years.\nThe Apple Maven’s take\nI find it very improbable, if not virtually impossible, for Apple to ever be valued at $90 per share again. It is much more reasonable, in my opinion, that New Street’s current price target on the stock is simply stale, following AAPL’s 25% rally in the past six months.\nTherefore, I would not be surprised to see Wall Street’s last AAPL bear eventually (soon?) give in on his downside convictions, at least in what pertains to his current price target.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816927919,"gmtCreate":1630461848831,"gmtModify":1631884383959,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"title":"","htmlText":"Mmm Disney always my dreams... hope to get a chance to buy some soon. Good prospect ","listText":"Mmm Disney always my dreams... hope to get a chance to buy some soon. Good prospect ","text":"Mmm Disney always my dreams... hope to get a chance to buy some soon. Good prospect","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816927919","repostId":"2163846863","repostType":4,"isVote":1,"tweetType":1,"viewCount":942,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838363318,"gmtCreate":1629375185234,"gmtModify":1631889390444,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"title":"","htmlText":"Opportunity slowly reveal itself.","listText":"Opportunity slowly reveal itself.","text":"Opportunity slowly reveal itself.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838363318","repostId":"2160769035","repostType":4,"isVote":1,"tweetType":1,"viewCount":658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839945654,"gmtCreate":1629120053978,"gmtModify":1631889390455,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"title":"","htmlText":"Good share for good future","listText":"Good share for good future","text":"Good share for good future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839945654","repostId":"1105856708","repostType":4,"isVote":1,"tweetType":1,"viewCount":662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":878845440,"gmtCreate":1637175512892,"gmtModify":1637175512892,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"title":"","htmlText":"Very likely will beat sales on this release ","listText":"Very likely will beat sales on this release ","text":"Very likely will beat sales on this release","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/878845440","repostId":"1198667964","repostType":4,"repost":{"id":"1198667964","kind":"news","pubTimestamp":1637135563,"share":"https://www.laohunote.com/m/news/1198667964?lang=zh_CN&edition=full","pubTime":"2021-11-17 15:52","market":"us","language":"en","title":"Apple Could Smash Its iPhone Holiday Sales Record. What That Means for the Stock.<blockquote>苹果可能会打破其iPhone假日销售记录。这对股票意味着什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1198667964","media":"Barrons","summary":"Apple is on track to break its previous record for iPhone sales over the holiday period, according t","content":"<p>Apple is on track to break its previous record for iPhone sales over the holiday period, according to new analysis, which should pave the way for stock price gains.</p><p><blockquote>根据新的分析,苹果有望打破假期期间 iPhone 销量的先前记录,这将为股价上涨铺平道路。</blockquote></p><p> Heading into Black Friday next week, analysts at investment bank and broker Wedbush Securities said they see delivery times for the Apple iPhone 13 Pro lengthening. The team, led by Dan Ives, estimates that demand is outstripping supply by around 15% heading into the holiday season.</p><p><blockquote>随着下周黑色星期五的到来,投资银行和经纪商 Wedbush Securities 的分析师表示,他们认为苹果 iPhone 13 Pro 的交付时间将会延长。由丹·艾夫斯 (Dan Ives) 领导的团队估计,进入假期后,需求将超过供应约 15%。</blockquote></p><p> Wait times have in the past been viewed as an indicator of demand for devices. But this year, in a world gripped by supply-chain issues, wait times for some models notching multiyear records might not be the clear green flag it would have been in the past.</p><p><blockquote>等待时间在过去被视为设备需求的指标。但今年,在一个被供应链问题困扰的世界里,一些车型创下多年记录的等待时间可能不会像过去那样是明确的绿旗。</blockquote></p><p> Ives noted that Apple was dealing with the global shortage of semiconductors—a critical component in iPhones—and widespread supply-chain disruptions, but still he sees the tech giant smashing a key sales record.</p><p><blockquote>艾夫斯指出,苹果正在应对全球半导体短缺(iPhone 的关键部件)和大范围的供应链中断,但他仍然看到这家科技巨头打破了一项重要的销售记录。</blockquote></p><p> “We estimate that Apple is on pace to sell ~40 million iPhones between Black Friday and Christmas, which would be record holiday pace for the company despite the lingering chip shortage limiting iPhone supply globally by roughly 10 million units based on our analysis,” Ives said.</p><p><blockquote>“艾夫斯说:”我们估计,苹果将在黑色星期五至圣诞节期间售出约 4000 万部 iPhone,尽管根据我们的分析,芯片短缺问题持续存在,使全球 iPhone 供应量减少了约 1000 万部,但这将是该公司创下的假日销量纪录。</blockquote></p><p> The team at Wedbush said that “tremendous demand trends” in the U.S. and China were a positive sign that Apple could sell more than 80 million iPhone units this quarter.</p><p><blockquote>Wedbush 的团队表示,美国和中国 “巨大的需求趋势 ”是一个积极的迹象,表明苹果本季度 iPhone 的销量可能会超过 8000 万部。</blockquote></p><p> That would be good for Apple investors, because, as <i>Barron’s</i> reporter Max A. Cherney wrote in September, “Apple stock practically lives and dies on the company’s iPhone sales every year.”</p><p><blockquote>这对苹果投资者来说是件好事,因为<i>巴伦</i>记者 Max A. Cherney 在 9 月份写道:“苹果的股票几乎每年都取决于该公司 iPhone 的销量”。</blockquote></p><p> Wedbush maintained its Outperform rating on Apple Tuesday and its $185 price target, which indicates around 24% upside.</p><p><blockquote>Wedbush 周二维持苹果跑赢大盘评级和 185 美元的目标价,这表明上涨空间约为 24%。</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>Apple Could Smash Its iPhone Holiday Sales Record. What That Means for the Stock.<blockquote>苹果可能会打破其iPhone假日销售记录。这对股票意味着什么。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Could Smash Its iPhone Holiday Sales Record. What That Means for the Stock.<blockquote>苹果可能会打破其iPhone假日销售记录。这对股票意味着什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-17 15:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple is on track to break its previous record for iPhone sales over the holiday period, according to new analysis, which should pave the way for stock price gains.</p><p><blockquote>根据新的分析,苹果有望打破假期期间 iPhone 销量的先前记录,这将为股价上涨铺平道路。</blockquote></p><p> Heading into Black Friday next week, analysts at investment bank and broker Wedbush Securities said they see delivery times for the Apple iPhone 13 Pro lengthening. The team, led by Dan Ives, estimates that demand is outstripping supply by around 15% heading into the holiday season.</p><p><blockquote>随着下周黑色星期五的到来,投资银行和经纪商 Wedbush Securities 的分析师表示,他们认为苹果 iPhone 13 Pro 的交付时间将会延长。由丹·艾夫斯 (Dan Ives) 领导的团队估计,进入假期后,需求将超过供应约 15%。</blockquote></p><p> Wait times have in the past been viewed as an indicator of demand for devices. But this year, in a world gripped by supply-chain issues, wait times for some models notching multiyear records might not be the clear green flag it would have been in the past.</p><p><blockquote>等待时间在过去被视为设备需求的指标。但今年,在一个被供应链问题困扰的世界里,一些车型创下多年记录的等待时间可能不会像过去那样是明确的绿旗。</blockquote></p><p> Ives noted that Apple was dealing with the global shortage of semiconductors—a critical component in iPhones—and widespread supply-chain disruptions, but still he sees the tech giant smashing a key sales record.</p><p><blockquote>艾夫斯指出,苹果正在应对全球半导体短缺(iPhone 的关键部件)和大范围的供应链中断,但他仍然看到这家科技巨头打破了一项重要的销售记录。</blockquote></p><p> “We estimate that Apple is on pace to sell ~40 million iPhones between Black Friday and Christmas, which would be record holiday pace for the company despite the lingering chip shortage limiting iPhone supply globally by roughly 10 million units based on our analysis,” Ives said.</p><p><blockquote>“艾夫斯说:”我们估计,苹果将在黑色星期五至圣诞节期间售出约 4000 万部 iPhone,尽管根据我们的分析,芯片短缺问题持续存在,使全球 iPhone 供应量减少了约 1000 万部,但这将是该公司创下的假日销量纪录。</blockquote></p><p> The team at Wedbush said that “tremendous demand trends” in the U.S. and China were a positive sign that Apple could sell more than 80 million iPhone units this quarter.</p><p><blockquote>Wedbush 的团队表示,美国和中国 “巨大的需求趋势 ”是一个积极的迹象,表明苹果本季度 iPhone 的销量可能会超过 8000 万部。</blockquote></p><p> That would be good for Apple investors, because, as <i>Barron’s</i> reporter Max A. Cherney wrote in September, “Apple stock practically lives and dies on the company’s iPhone sales every year.”</p><p><blockquote>这对苹果投资者来说是件好事,因为<i>巴伦</i>记者 Max A. Cherney 在 9 月份写道:“苹果的股票几乎每年都取决于该公司 iPhone 的销量”。</blockquote></p><p> Wedbush maintained its Outperform rating on Apple Tuesday and its $185 price target, which indicates around 24% upside.</p><p><blockquote>Wedbush 周二维持苹果跑赢大盘评级和 185 美元的目标价,这表明上涨空间约为 24%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/apple-iphone-holiday-sales-record-51637078986?mod=hp_DAY_3\">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":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-iphone-holiday-sales-record-51637078986?mod=hp_DAY_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198667964","content_text":"Apple is on track to break its previous record for iPhone sales over the holiday period, according to new analysis, which should pave the way for stock price gains.\nHeading into Black Friday next week, analysts at investment bank and broker Wedbush Securities said they see delivery times for the Apple iPhone 13 Pro lengthening. The team, led by Dan Ives, estimates that demand is outstripping supply by around 15% heading into the holiday season.\nWait times have in the past been viewed as an indicator of demand for devices. But this year, in a world gripped by supply-chain issues, wait times for some models notching multiyear records might not be the clear green flag it would have been in the past.\nIves noted that Apple was dealing with the global shortage of semiconductors—a critical component in iPhones—and widespread supply-chain disruptions, but still he sees the tech giant smashing a key sales record.\n“We estimate that Apple is on pace to sell ~40 million iPhones between Black Friday and Christmas, which would be record holiday pace for the company despite the lingering chip shortage limiting iPhone supply globally by roughly 10 million units based on our analysis,” Ives said.\nThe team at Wedbush said that “tremendous demand trends” in the U.S. and China were a positive sign that Apple could sell more than 80 million iPhone units this quarter.\nThat would be good for Apple investors, because, as Barron’s reporter Max A. Cherney wrote in September, “Apple stock practically lives and dies on the company’s iPhone sales every year.”\nWedbush maintained its Outperform rating on Apple Tuesday and its $185 price target, which indicates around 24% upside.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":4289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865244468,"gmtCreate":1632993129878,"gmtModify":1632993130030,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"title":"","htmlText":"Confident the ceiling will be higher","listText":"Confident the ceiling will be higher","text":"Confident the ceiling will be higher","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/865244468","repostId":"2171300933","repostType":4,"isVote":1,"tweetType":1,"viewCount":1265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860831584,"gmtCreate":1632150630348,"gmtModify":1632802485313,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"title":"","htmlText":"Follow in to see what pans out","listText":"Follow in to see what pans out","text":"Follow in to see what pans out","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/860831584","repostId":"1194891884","repostType":4,"repost":{"id":"1194891884","kind":"news","pubTimestamp":1632091615,"share":"https://www.laohunote.com/m/news/1194891884?lang=zh_CN&edition=full","pubTime":"2021-09-20 06:46","market":"us","language":"en","title":"Nike, Costco, FedEx, Salesforce, and Other Stocks for Investors to Watch This Week<blockquote>耐克、好市多、联邦快递、Salesforce 和其他投资者本周值得关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1194891884","media":"Barrons","summary":"The main event this week will be the Federal Reserve’s September policy meeting. Investors will also","content":"<p>The main event this week will be the Federal Reserve’s September policy meeting. Investors will also be watching for several corporate earnings releases, investor days, and the latest economic data.</p><p><blockquote>本周的重头戏将是美联储 9 月份的政策会议。投资者还将关注多项企业财报发布、投资者日和最新经济数据。</blockquote></p><p> Lennar reports quarterly earnings on Monday, followed by results from Adobe, AutoZone, and FedEx on Tuesday. General Mills goes on Wednesday, then Nike, Accenture, Costco Wholesale, and Darden Restaurants report on Thursday. Investor days this week include Biogen on Tuesday, Weyerhaeuser on Wednesday, and Salesforce.com on Thursday.</p><p><blockquote>Lennar 将于周一公布季度收益,随后 Adobe、AutoZone 和 FedEx 将于周二公布业绩。通用磨坊周三发布报告,耐克、埃森哲、好市多批发和达顿餐厅周四发布报告。本周的投资者日包括周二的百健、周三的惠好和周四的 Salesforce.com。</blockquote></p><p> The Federal Reserve’s monetary policy committee meets on Tuesday and Wednesday this week. The central bank is unlikely to change its target interest rate range, but could give an update on its plans to begin reducing its monthly asset purchases. Wednesday afternoon’s press conference with Fed chair Jerome Powell will be closely watched.</p><p><blockquote>美联储货币政策委员会将于本周二和周三召开会议。央行不太可能改变其目标利率区间,但可能会更新其开始减少每月资产购买的计划。周三下午美联储主席杰罗姆-鲍威尔(Jerome Powell)的新闻发布会将受到密切关注。</blockquote></p><p> Economic data out this week include the Conference Board’s Leading Economic Index for August on Thursday. There will also be several updates on the U.S. housing market including the National Association of Home Builders’ Housing Market Index for September on Monday, the Census Bureau’s new residential construction data for August on Tuesday, and the National Association of Realtors’ existing-home sales for August on Wednesday.</p><p><blockquote>本周公布的经济数据包括世界大型企业联合会周四公布的 8 月份领先经济指数。美国房地产市场还将发布多项最新消息,包括周一公布的全国房屋建筑商协会(National Association of Home Builders)9 月份住房市场指数、周二公布的人口普查局(Census Bureau)8 月份新住宅建设数据以及周三公布的全国房地产经纪人协会(National Association of Realtors)8 月份成屋销售数据。</blockquote></p><p> <b>Monday 9/20</b></p><p><blockquote><b>9/20星期一</b></blockquote></p><p> Lennar reports third-quarter fiscal-2021 results.</p><p><blockquote>Lennar 报告 2021 财年第三季度业绩。</blockquote></p><p> Merck presents data on its portfolio of cancer drugs, in conjunction with the European Society for Medical Oncology’s 2021 Congress.</p><p><blockquote>默克公司在欧洲肿瘤医学学会 2021 年大会上展示了其癌症药物组合的数据。</blockquote></p><p> <b>The National Association</b> of Home Builders releases its Housing Market Index for September. Economists forecast a 73 reading, two points below August’s figure, which was the lowest in more than a year.</p><p><blockquote><b>全国协会</b>Home Builders 发布 9 月份房地产市场指数。经济学家预测读数为 73,比 8 月份的数字低 2 个百分点,8 月份是一年多来的最低值。</blockquote></p><p> <b>Tuesday 9/21</b></p><p><blockquote><b>9月21日星期二</b></blockquote></p><p> Adobe, AutoZone, and FedEx release earnings.</p><p><blockquote>Adobe、AutoZone 和联邦快递发布财报。</blockquote></p><p> Biogen hosts an investor day to discuss its pipeline of neuroscience therapeutics.</p><p><blockquote>百健举办投资者日活动,讨论其神经科学疗法管道。</blockquote></p><p> <b>The Census Bureau</b> reports on new residential construction for August. Consensus estimate is for a seasonally adjusted annual rate of 1.55 million housing starts, 1% higher than the July level. Housing starts are down from their post–financial crisis peak of 1.725 million, reached in March of this year.</p><p><blockquote><b>人口普查局</b>8月份新住宅建设报告。普遍估计,经季节性调整后的新屋开工年率为 155 万套,比 7 月份的水平高出 1%。新屋开工率低于今年 3 月达到的金融危机后峰值 172.5 万套。</blockquote></p><p> <b>Wednesday 9/22</b></p><p><blockquote><b>9月22日星期三</b></blockquote></p><p> <b>The FOMC announces</b> its monetary-policy decision. The Federal Reserve is likely to keep the federal-funds rate unchanged at near zero, but might signal that it will pare its asset purchases later this year.</p><p><blockquote><b>联邦公开市场委员会宣布</b>其货币政策决定。美联储可能会将联邦基金利率维持在接近于零的水平不变,但可能会暗示将在今年晚些时候削减资产购买。</blockquote></p><p> General Mills reports first-quarter fiscal-2022 results.</p><p><blockquote>通用磨坊公布 2022 财年第一季度业绩。</blockquote></p><p> Boston Scientific,Weyerhaeuser, and Yum China Holdings host their 2021 investor days.</p><p><blockquote>波士顿科学、惠好和百胜中国控股公司举办 2021 年投资者日。</blockquote></p><p> <b>TheBank of Japan</b> announces its monetary-policy decision. The BOJ is widely expected to keep its key short-term interest rate unchanged at minus 0.1%, as Tokyo and other regions remain in a state of emergency through the end of September due to the Covid-19 Delta variant.</p><p><blockquote><b>日本银行</b>宣布货币政策决定。人们普遍预计日本央行将维持其关键短期利率在负0.1%不变,因为由于新冠肺炎德尔塔变异毒株,东京都和其他地区在9月底前仍处于紧急状态。</blockquote></p><p> <b>The National Association</b> of Realtors reports existing-home sales for August. Expectations are for a seasonally adjusted annual rate of 578,000 homes sold, down 3.5% from July’s 599,000.</p><p><blockquote><b>全国协会</b>房地产经纪人报告8月份的现房销售情况。经季节性调整后,预计全年售出房屋57.8万套,比7月份的59.9万套下降3.5%。</blockquote></p><p> <b>Thursday 9/23</b></p><p><blockquote><b>9月23日星期四</b></blockquote></p><p> Accenture, Costco Wholesale, Darden Restaurants, and Nike hold conference calls to discuss their quarterly results.</p><p><blockquote>埃森哲、好市多批发、达顿餐厅和耐克公司在评级举行会议,讨论他们的季度业绩。</blockquote></p><p> Salesforce.com holds its 2021 investor day. CEO Marc Benioff and Slack CEO Stewart Butterfield will be among the participants. Salesforce completed its $28 billion acquisition of Slack this summer.</p><p><blockquote>Salesforce.com 举办 2021 年投资者日。首席执行官马克·贝尼奥夫和Slack首席执行官斯图尔特·巴特菲尔德将出席。Salesforce 今年夏天完成了对 Slack 的 280 亿美元收购。</blockquote></p><p> <b>The Conference Board</b> releases its Leading Economic Index for August. Economists forecast a 0.5% month-over-month rise, after a 0.9% increase in July. The Conference Board currently projects 6% gross-domestic-product growth for 2021, and 4% for 2022.</p><p><blockquote><b>会议委员会</b>发布8月份领先经济指数。经济学家预测,继 7 月份上涨 0.9% 之后,环比上涨 0.5%。世界大型企业联合会目前预计 2021 年国内生产总值增长 6%,2022 年增长 4%。</blockquote></p><p> <b>Friday 9/24</b></p><p><blockquote><b>9月24日星期五</b></blockquote></p><p> Kansas City Southernhosts a special shareholder meeting to vote on a proposed merger withCanadian Pacific Railway.</p><p><blockquote>堪萨斯城南方公司召开特别股东大会,就与加拿大太平洋铁路公司的合并提案进行投票。</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>Nike, Costco, FedEx, Salesforce, and Other Stocks for Investors to Watch This Week<blockquote>耐克、好市多、联邦快递、Salesforce 和其他投资者本周值得关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNike, Costco, FedEx, Salesforce, and Other Stocks for Investors to Watch This Week<blockquote>耐克、好市多、联邦快递、Salesforce 和其他投资者本周值得关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-09-20 06:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The main event this week will be the Federal Reserve’s September policy meeting. Investors will also be watching for several corporate earnings releases, investor days, and the latest economic data.</p><p><blockquote>本周的重头戏将是美联储 9 月份的政策会议。投资者还将关注多项企业财报发布、投资者日和最新经济数据。</blockquote></p><p> Lennar reports quarterly earnings on Monday, followed by results from Adobe, AutoZone, and FedEx on Tuesday. General Mills goes on Wednesday, then Nike, Accenture, Costco Wholesale, and Darden Restaurants report on Thursday. Investor days this week include Biogen on Tuesday, Weyerhaeuser on Wednesday, and Salesforce.com on Thursday.</p><p><blockquote>Lennar 将于周一公布季度收益,随后 Adobe、AutoZone 和 FedEx 将于周二公布业绩。通用磨坊周三发布报告,耐克、埃森哲、好市多批发和达顿餐厅周四发布报告。本周的投资者日包括周二的百健、周三的惠好和周四的 Salesforce.com。</blockquote></p><p> The Federal Reserve’s monetary policy committee meets on Tuesday and Wednesday this week. The central bank is unlikely to change its target interest rate range, but could give an update on its plans to begin reducing its monthly asset purchases. Wednesday afternoon’s press conference with Fed chair Jerome Powell will be closely watched.</p><p><blockquote>美联储货币政策委员会将于本周二和周三召开会议。央行不太可能改变其目标利率区间,但可能会更新其开始减少每月资产购买的计划。周三下午美联储主席杰罗姆-鲍威尔(Jerome Powell)的新闻发布会将受到密切关注。</blockquote></p><p> Economic data out this week include the Conference Board’s Leading Economic Index for August on Thursday. There will also be several updates on the U.S. housing market including the National Association of Home Builders’ Housing Market Index for September on Monday, the Census Bureau’s new residential construction data for August on Tuesday, and the National Association of Realtors’ existing-home sales for August on Wednesday.</p><p><blockquote>本周公布的经济数据包括世界大型企业联合会周四公布的 8 月份领先经济指数。美国房地产市场还将发布多项最新消息,包括周一公布的全国房屋建筑商协会(National Association of Home Builders)9 月份住房市场指数、周二公布的人口普查局(Census Bureau)8 月份新住宅建设数据以及周三公布的全国房地产经纪人协会(National Association of Realtors)8 月份成屋销售数据。</blockquote></p><p> <b>Monday 9/20</b></p><p><blockquote><b>9/20星期一</b></blockquote></p><p> Lennar reports third-quarter fiscal-2021 results.</p><p><blockquote>Lennar 报告 2021 财年第三季度业绩。</blockquote></p><p> Merck presents data on its portfolio of cancer drugs, in conjunction with the European Society for Medical Oncology’s 2021 Congress.</p><p><blockquote>默克公司在欧洲肿瘤医学学会 2021 年大会上展示了其癌症药物组合的数据。</blockquote></p><p> <b>The National Association</b> of Home Builders releases its Housing Market Index for September. Economists forecast a 73 reading, two points below August’s figure, which was the lowest in more than a year.</p><p><blockquote><b>全国协会</b>Home Builders 发布 9 月份房地产市场指数。经济学家预测读数为 73,比 8 月份的数字低 2 个百分点,8 月份是一年多来的最低值。</blockquote></p><p> <b>Tuesday 9/21</b></p><p><blockquote><b>9月21日星期二</b></blockquote></p><p> Adobe, AutoZone, and FedEx release earnings.</p><p><blockquote>Adobe、AutoZone 和联邦快递发布财报。</blockquote></p><p> Biogen hosts an investor day to discuss its pipeline of neuroscience therapeutics.</p><p><blockquote>百健举办投资者日活动,讨论其神经科学疗法管道。</blockquote></p><p> <b>The Census Bureau</b> reports on new residential construction for August. Consensus estimate is for a seasonally adjusted annual rate of 1.55 million housing starts, 1% higher than the July level. Housing starts are down from their post–financial crisis peak of 1.725 million, reached in March of this year.</p><p><blockquote><b>人口普查局</b>8月份新住宅建设报告。普遍估计,经季节性调整后的新屋开工年率为 155 万套,比 7 月份的水平高出 1%。新屋开工率低于今年 3 月达到的金融危机后峰值 172.5 万套。</blockquote></p><p> <b>Wednesday 9/22</b></p><p><blockquote><b>9月22日星期三</b></blockquote></p><p> <b>The FOMC announces</b> its monetary-policy decision. The Federal Reserve is likely to keep the federal-funds rate unchanged at near zero, but might signal that it will pare its asset purchases later this year.</p><p><blockquote><b>联邦公开市场委员会宣布</b>其货币政策决定。美联储可能会将联邦基金利率维持在接近于零的水平不变,但可能会暗示将在今年晚些时候削减资产购买。</blockquote></p><p> General Mills reports first-quarter fiscal-2022 results.</p><p><blockquote>通用磨坊公布 2022 财年第一季度业绩。</blockquote></p><p> Boston Scientific,Weyerhaeuser, and Yum China Holdings host their 2021 investor days.</p><p><blockquote>波士顿科学、惠好和百胜中国控股公司举办 2021 年投资者日。</blockquote></p><p> <b>TheBank of Japan</b> announces its monetary-policy decision. The BOJ is widely expected to keep its key short-term interest rate unchanged at minus 0.1%, as Tokyo and other regions remain in a state of emergency through the end of September due to the Covid-19 Delta variant.</p><p><blockquote><b>日本银行</b>宣布货币政策决定。人们普遍预计日本央行将维持其关键短期利率在负0.1%不变,因为由于新冠肺炎德尔塔变异毒株,东京都和其他地区在9月底前仍处于紧急状态。</blockquote></p><p> <b>The National Association</b> of Realtors reports existing-home sales for August. Expectations are for a seasonally adjusted annual rate of 578,000 homes sold, down 3.5% from July’s 599,000.</p><p><blockquote><b>全国协会</b>房地产经纪人报告8月份的现房销售情况。经季节性调整后,预计全年售出房屋57.8万套,比7月份的59.9万套下降3.5%。</blockquote></p><p> <b>Thursday 9/23</b></p><p><blockquote><b>9月23日星期四</b></blockquote></p><p> Accenture, Costco Wholesale, Darden Restaurants, and Nike hold conference calls to discuss their quarterly results.</p><p><blockquote>埃森哲、好市多批发、达顿餐厅和耐克公司在评级举行会议,讨论他们的季度业绩。</blockquote></p><p> Salesforce.com holds its 2021 investor day. CEO Marc Benioff and Slack CEO Stewart Butterfield will be among the participants. Salesforce completed its $28 billion acquisition of Slack this summer.</p><p><blockquote>Salesforce.com 举办 2021 年投资者日。首席执行官马克·贝尼奥夫和Slack首席执行官斯图尔特·巴特菲尔德将出席。Salesforce 今年夏天完成了对 Slack 的 280 亿美元收购。</blockquote></p><p> <b>The Conference Board</b> releases its Leading Economic Index for August. Economists forecast a 0.5% month-over-month rise, after a 0.9% increase in July. The Conference Board currently projects 6% gross-domestic-product growth for 2021, and 4% for 2022.</p><p><blockquote><b>会议委员会</b>发布8月份领先经济指数。经济学家预测,继 7 月份上涨 0.9% 之后,环比上涨 0.5%。世界大型企业联合会目前预计 2021 年国内生产总值增长 6%,2022 年增长 4%。</blockquote></p><p> <b>Friday 9/24</b></p><p><blockquote><b>9月24日星期五</b></blockquote></p><p> Kansas City Southernhosts a special shareholder meeting to vote on a proposed merger withCanadian Pacific Railway.</p><p><blockquote>堪萨斯城南方公司召开特别股东大会,就与加拿大太平洋铁路公司的合并提案进行投票。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/nike-costco-fedex-salesforce-and-other-stocks-for-investors-to-watch-this-week-51632078208?mod=hp_LEAD_2\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","ADBE":"Adobe","COST":"好市多","CRM":"赛富时",".DJI":"道琼斯","NKE":"耐克",".IXIC":"NASDAQ Composite","FDX":"联邦快递"},"source_url":"https://www.barrons.com/articles/nike-costco-fedex-salesforce-and-other-stocks-for-investors-to-watch-this-week-51632078208?mod=hp_LEAD_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194891884","content_text":"The main event this week will be the Federal Reserve’s September policy meeting. Investors will also be watching for several corporate earnings releases, investor days, and the latest economic data.\nLennar reports quarterly earnings on Monday, followed by results from Adobe, AutoZone, and FedEx on Tuesday. General Mills goes on Wednesday, then Nike, Accenture, Costco Wholesale, and Darden Restaurants report on Thursday. Investor days this week include Biogen on Tuesday, Weyerhaeuser on Wednesday, and Salesforce.com on Thursday.\nThe Federal Reserve’s monetary policy committee meets on Tuesday and Wednesday this week. The central bank is unlikely to change its target interest rate range, but could give an update on its plans to begin reducing its monthly asset purchases. Wednesday afternoon’s press conference with Fed chair Jerome Powell will be closely watched.\nEconomic data out this week include the Conference Board’s Leading Economic Index for August on Thursday. There will also be several updates on the U.S. housing market including the National Association of Home Builders’ Housing Market Index for September on Monday, the Census Bureau’s new residential construction data for August on Tuesday, and the National Association of Realtors’ existing-home sales for August on Wednesday.\nMonday 9/20\nLennar reports third-quarter fiscal-2021 results.\nMerck presents data on its portfolio of cancer drugs, in conjunction with the European Society for Medical Oncology’s 2021 Congress.\nThe National Association of Home Builders releases its Housing Market Index for September. Economists forecast a 73 reading, two points below August’s figure, which was the lowest in more than a year.\nTuesday 9/21\nAdobe, AutoZone, and FedEx release earnings.\nBiogen hosts an investor day to discuss its pipeline of neuroscience therapeutics.\nThe Census Bureau reports on new residential construction for August. Consensus estimate is for a seasonally adjusted annual rate of 1.55 million housing starts, 1% higher than the July level. Housing starts are down from their post–financial crisis peak of 1.725 million, reached in March of this year.\nWednesday 9/22\nThe FOMC announces its monetary-policy decision. The Federal Reserve is likely to keep the federal-funds rate unchanged at near zero, but might signal that it will pare its asset purchases later this year.\nGeneral Mills reports first-quarter fiscal-2022 results.\nBoston Scientific,Weyerhaeuser, and Yum China Holdings host their 2021 investor days.\nTheBank of Japan announces its monetary-policy decision. The BOJ is widely expected to keep its key short-term interest rate unchanged at minus 0.1%, as Tokyo and other regions remain in a state of emergency through the end of September due to the Covid-19 Delta variant.\nThe National Association of Realtors reports existing-home sales for August. Expectations are for a seasonally adjusted annual rate of 578,000 homes sold, down 3.5% from July’s 599,000.\nThursday 9/23\nAccenture, Costco Wholesale, Darden Restaurants, and Nike hold conference calls to discuss their quarterly results.\nSalesforce.com holds its 2021 investor day. CEO Marc Benioff and Slack CEO Stewart Butterfield will be among the participants. Salesforce completed its $28 billion acquisition of Slack this summer.\nThe Conference Board releases its Leading Economic Index for August. Economists forecast a 0.5% month-over-month rise, after a 0.9% increase in July. The Conference Board currently projects 6% gross-domestic-product growth for 2021, and 4% for 2022.\nFriday 9/24\nKansas City Southernhosts a special shareholder meeting to vote on a proposed merger withCanadian Pacific Railway.","news_type":1,"symbols_score_info":{"CRM":0.9,".IXIC":0.9,"COST":0.9,"ADBE":0.9,"FDX":0.9,"NKE":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":874556524,"gmtCreate":1637804147424,"gmtModify":1637804147527,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"title":"","htmlText":"Look like some opportunity there. But might needto watch a bit closely ","listText":"Look like some opportunity there. But might needto watch a bit closely ","text":"Look like some opportunity there. But might needto watch a bit closely","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874556524","repostId":"1196816391","repostType":4,"isVote":1,"tweetType":1,"viewCount":2795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872777469,"gmtCreate":1637582904913,"gmtModify":1637582904973,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"title":"","htmlText":"Crash is not the issue. What important is what took place after the crash","listText":"Crash is not the issue. What important is what took place after the crash","text":"Crash is not the issue. What important is what took place after the crash","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872777469","repostId":"2185826772","repostType":4,"isVote":1,"tweetType":1,"viewCount":3759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843928970,"gmtCreate":1635803486906,"gmtModify":1635803486906,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"title":"","htmlText":"So look forward for Apple big correction. Longer more clearer Apple is attractive for going mid to long. ","listText":"So look forward for Apple big correction. Longer more clearer Apple is attractive for going mid to long. ","text":"So look forward for Apple big correction. Longer more clearer Apple is attractive for going mid to long.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/843928970","repostId":"1175678891","repostType":4,"repost":{"id":"1175678891","kind":"news","pubTimestamp":1635779942,"share":"https://www.laohunote.com/m/news/1175678891?lang=zh_CN&edition=full","pubTime":"2021-11-01 23:19","market":"us","language":"en","title":"Apple Disappointed -- and Quickly Rebounded. Here's Why.<blockquote>苹果令人失望,但很快反弹。原因如下。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175678891","media":"TheStreet","summary":"Apple disappointed on fiscal Q3 earnings day, but the stock’s selloff did not last long. Here is the","content":"<p>Apple disappointed on fiscal Q3 earnings day, but the stock’s selloff did not last long. Here is the most likely reason why AAPL shares rebounded as early as Friday.</p><p><blockquote>苹果在第三财季财报日令人失望,但该股的抛售并没有持续多久。以下是 AAPL 股价最早于周五反弹的最可能原因。</blockquote></p><p> On October 28,Apple delivered fiscal Q4 results that lagged consensus for the first time in years. Despite revenue growth of 29% that most companies would find very solid, Apple stocksold off in after-hours action, losing as much as $125 billion in market cap right before the earnings call.</p><p><blockquote>10 月 28 日,苹果公司公布的第四财季业绩多年来首次落后于市场预期。尽管大多数公司认为收入增长 29% 非常稳健,但苹果股票在盘后交易中遭到抛售,在财报看涨期权之前市值损失了多达 1250 亿美元。</blockquote></p><p> Yet, by the end of day Friday, AAPL had erased the bulk of its short-lived losses. The Apple Maven thinks that the intraday recovery was driven primarily by analysts publishing reports that sounded much less bearish than the revenue miss may have implied at first.</p><p><blockquote>然而,到周五收盘时,苹果公司已经抹去了大部分短期损失。这位苹果专家认为,盘中复苏主要是由分析师发布的报告推动的,这些报告听起来远没有营收低迷最初暗示的那么悲观。</blockquote></p><p> Below, we review some of the main takeaways from Wall Street experts on Apple’s earnings.</p><p><blockquote>下面,我们将回顾华尔街专家对苹果财报的一些主要看法。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3facec59ae76a6c28f4c5847600b4de\" tg-width=\"1240\" tg-height=\"886\" referrerpolicy=\"no-referrer\"><span>Figure 1: Apple store in New York, NY.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1:纽约州纽约市的苹果商店。</span></p></blockquote></p><p> <b>Wall Street seemed comfortable</b></p><p><blockquote><b>华尔街似乎很舒服</b></blockquote></p><p> TipRanks reported on 13 analysts that published earnings reviews on Apple. Among these, none changed the rating on AAPL stock, which remains a “moderate buy”: about three-fourths still recommend buying the shares.</p><p><blockquote>TipRanks 报道了 13 位在苹果上发布盈利评论的分析师。其中,没有人改变对 AAPL 股票的评级,仍为 “适度买入”:约四分之三的人仍建议买入该股。</blockquote></p><p> The traditionally optimistic analyst from Wedbush, Dan Ives, did notseereasons to worry about Apple and its business. He called the Cupertino company’s supply chain issues “painful noise in the near term” and remained confident that strong demand for Apple’s products and services should convert to delayed sales in 2022.</p><p><blockquote>韦德布什传统上乐观的分析师丹·艾夫斯认为没有理由担心苹果及其业务。他称这家库比蒂诺公司的供应链问题是 “近期内令人痛苦的噪音”,并仍然相信对苹果产品和服务的强劲需求将在 2022 年转化为销售延迟。</blockquote></p><p> Morgan Stanley’s Katy Huberty is another vocal bull that I like to track for her insightful opinions and analysis. She lowered her price target on AAPL stock by a meager $2 to $164, while still pointing at around 10% gain potential from here.</p><p><blockquote>摩根士丹利(Morgan Stanley)的凯蒂-休伯蒂(Katy Huberty)是另一位歌唱公牛,我喜欢关注她富有洞察力的观点和分析。她将 AAPL 股票的目标价小幅下调了 2 美元至 164 美元,同时仍指出从这里开始有 10% 左右的上涨潜力。</blockquote></p><p> According to the analyst, “supply constraints will dominate the headlines post Apple's September quarter earnings report”, which could put a damper on valuations and share price for a moment. But she made two other comments that sounded much more upbeat: (1) guidance commentary implies that fiscal Q1 revenue should be in line with consensus, and (2) the more important stories are impressive growth in services and Greater China segments.</p><p><blockquote>这位分析师认为,“供应限制将成为苹果 9 月份季度财报发布后的头条新闻”,这可能会在一段时间内抑制估值和股价。但她提出了另外两个听起来更加乐观的评论:(1)指导评论意味着第一季度财年收入应该符合共识,(2)更重要的故事是服务业和大中华区令人印象深刻的增长。</blockquote></p><p> Even the much less bullish analysts did notseemtoo worried about Apple. Bernstein’s Tony Sacconaghi has a neutral rating on the stock and sees downside risk of over 10%. Still, the expert seemed to nod at solid fiscal Q1 guided growth of 6% to 9% and higher-than-expected gross margin, despite the challenges.</p><p><blockquote>即使是不那么乐观的分析师似乎也不太担心苹果。伯恩斯坦的托尼-萨科纳吉(Tony Sacconaghi)对该股给予中性评级,认为下行风险超过 10%。尽管如此,尽管面临挑战,这位专家似乎还是对第一季度 6% 至 9% 的稳健财政增长和高于预期的毛利率表示认可。</blockquote></p><p> <b>Apple Maven’s take</b></p><p><blockquote><b>苹果·马文的观点</b></blockquote></p><p> Investors had become accustomed to seeing Apple deliver impressive earnings beats in the past few years, even more so during the COVID-19 crisis. For this reason, the most recent revenue miss must have felt like a dip in ice-cold water.</p><p><blockquote>过去几年,投资者已经习惯于看到苹果实现令人印象深刻的盈利增长,在 COVID-19 危机期间更是如此。出于这个原因,最近的收入损失一定感觉像是在冰冷的水中浸泡。</blockquote></p><p> But under the hood, Apple’s recent performance has remained impressive. Despite all the supply chain issues, revenues still climbed 29%, albeit over easy 2020 comps. Gross margin increased substantially, and operating expenses remained under check. If not for some drag from below-the-line items that investors care little about, Apple would have delivered another EPS beat.</p><p><blockquote>但在幕后,苹果最近的表现依然令人印象深刻。尽管存在所有供应链问题,但收入仍增长了 29%,尽管高于 2020 年的轻松竞争。毛利率大幅增长,运营费用保持可控。如果不是投资者不太关心的线下项目带来的一些拖累,苹果的每股收益本可以再次超出预期。</blockquote></p><p> I still find it hard to justify bearishness towards Apple, considering how well the company’s management team has been executing lately. It looks like the market has agreed with me, even if it took it a few hours on Friday to make up its mind.</p><p><blockquote>考虑到该公司管理团队最近的表现,我仍然觉得很难证明对苹果的看跌是合理的。看起来市场已经同意我的观点,即使周五花了几个小时才下定决心。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Disappointed -- and Quickly Rebounded. Here's Why.<blockquote>苹果令人失望,但很快反弹。原因如下。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Disappointed -- and Quickly Rebounded. Here's Why.<blockquote>苹果令人失望,但很快反弹。原因如下。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-11-01 23:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple disappointed on fiscal Q3 earnings day, but the stock’s selloff did not last long. Here is the most likely reason why AAPL shares rebounded as early as Friday.</p><p><blockquote>苹果在第三财季财报日令人失望,但该股的抛售并没有持续多久。以下是 AAPL 股价最早于周五反弹的最可能原因。</blockquote></p><p> On October 28,Apple delivered fiscal Q4 results that lagged consensus for the first time in years. Despite revenue growth of 29% that most companies would find very solid, Apple stocksold off in after-hours action, losing as much as $125 billion in market cap right before the earnings call.</p><p><blockquote>10 月 28 日,苹果公司公布的第四财季业绩多年来首次落后于市场预期。尽管大多数公司认为收入增长 29% 非常稳健,但苹果股票在盘后交易中遭到抛售,在财报看涨期权之前市值损失了多达 1250 亿美元。</blockquote></p><p> Yet, by the end of day Friday, AAPL had erased the bulk of its short-lived losses. The Apple Maven thinks that the intraday recovery was driven primarily by analysts publishing reports that sounded much less bearish than the revenue miss may have implied at first.</p><p><blockquote>然而,到周五收盘时,苹果公司已经抹去了大部分短期损失。这位苹果专家认为,盘中复苏主要是由分析师发布的报告推动的,这些报告听起来远没有营收低迷最初暗示的那么悲观。</blockquote></p><p> Below, we review some of the main takeaways from Wall Street experts on Apple’s earnings.</p><p><blockquote>下面,我们将回顾华尔街专家对苹果财报的一些主要看法。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3facec59ae76a6c28f4c5847600b4de\" tg-width=\"1240\" tg-height=\"886\" referrerpolicy=\"no-referrer\"><span>Figure 1: Apple store in New York, NY.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1:纽约州纽约市的苹果商店。</span></p></blockquote></p><p> <b>Wall Street seemed comfortable</b></p><p><blockquote><b>华尔街似乎很舒服</b></blockquote></p><p> TipRanks reported on 13 analysts that published earnings reviews on Apple. Among these, none changed the rating on AAPL stock, which remains a “moderate buy”: about three-fourths still recommend buying the shares.</p><p><blockquote>TipRanks 报道了 13 位在苹果上发布盈利评论的分析师。其中,没有人改变对 AAPL 股票的评级,仍为 “适度买入”:约四分之三的人仍建议买入该股。</blockquote></p><p> The traditionally optimistic analyst from Wedbush, Dan Ives, did notseereasons to worry about Apple and its business. He called the Cupertino company’s supply chain issues “painful noise in the near term” and remained confident that strong demand for Apple’s products and services should convert to delayed sales in 2022.</p><p><blockquote>韦德布什传统上乐观的分析师丹·艾夫斯认为没有理由担心苹果及其业务。他称这家库比蒂诺公司的供应链问题是 “近期内令人痛苦的噪音”,并仍然相信对苹果产品和服务的强劲需求将在 2022 年转化为销售延迟。</blockquote></p><p> Morgan Stanley’s Katy Huberty is another vocal bull that I like to track for her insightful opinions and analysis. She lowered her price target on AAPL stock by a meager $2 to $164, while still pointing at around 10% gain potential from here.</p><p><blockquote>摩根士丹利(Morgan Stanley)的凯蒂-休伯蒂(Katy Huberty)是另一位歌唱公牛,我喜欢关注她富有洞察力的观点和分析。她将 AAPL 股票的目标价小幅下调了 2 美元至 164 美元,同时仍指出从这里开始有 10% 左右的上涨潜力。</blockquote></p><p> According to the analyst, “supply constraints will dominate the headlines post Apple's September quarter earnings report”, which could put a damper on valuations and share price for a moment. But she made two other comments that sounded much more upbeat: (1) guidance commentary implies that fiscal Q1 revenue should be in line with consensus, and (2) the more important stories are impressive growth in services and Greater China segments.</p><p><blockquote>这位分析师认为,“供应限制将成为苹果 9 月份季度财报发布后的头条新闻”,这可能会在一段时间内抑制估值和股价。但她提出了另外两个听起来更加乐观的评论:(1)指导评论意味着第一季度财年收入应该符合共识,(2)更重要的故事是服务业和大中华区令人印象深刻的增长。</blockquote></p><p> Even the much less bullish analysts did notseemtoo worried about Apple. Bernstein’s Tony Sacconaghi has a neutral rating on the stock and sees downside risk of over 10%. Still, the expert seemed to nod at solid fiscal Q1 guided growth of 6% to 9% and higher-than-expected gross margin, despite the challenges.</p><p><blockquote>即使是不那么乐观的分析师似乎也不太担心苹果。伯恩斯坦的托尼-萨科纳吉(Tony Sacconaghi)对该股给予中性评级,认为下行风险超过 10%。尽管如此,尽管面临挑战,这位专家似乎还是对第一季度 6% 至 9% 的稳健财政增长和高于预期的毛利率表示认可。</blockquote></p><p> <b>Apple Maven’s take</b></p><p><blockquote><b>苹果·马文的观点</b></blockquote></p><p> Investors had become accustomed to seeing Apple deliver impressive earnings beats in the past few years, even more so during the COVID-19 crisis. For this reason, the most recent revenue miss must have felt like a dip in ice-cold water.</p><p><blockquote>过去几年,投资者已经习惯于看到苹果实现令人印象深刻的盈利增长,在 COVID-19 危机期间更是如此。出于这个原因,最近的收入损失一定感觉像是在冰冷的水中浸泡。</blockquote></p><p> But under the hood, Apple’s recent performance has remained impressive. Despite all the supply chain issues, revenues still climbed 29%, albeit over easy 2020 comps. Gross margin increased substantially, and operating expenses remained under check. If not for some drag from below-the-line items that investors care little about, Apple would have delivered another EPS beat.</p><p><blockquote>但在幕后,苹果最近的表现依然令人印象深刻。尽管存在所有供应链问题,但收入仍增长了 29%,尽管高于 2020 年的轻松竞争。毛利率大幅增长,运营费用保持可控。如果不是投资者不太关心的线下项目带来的一些拖累,苹果的每股收益本可以再次超出预期。</blockquote></p><p> I still find it hard to justify bearishness towards Apple, considering how well the company’s management team has been executing lately. It looks like the market has agreed with me, even if it took it a few hours on Friday to make up its mind.</p><p><blockquote>考虑到该公司管理团队最近的表现,我仍然觉得很难证明对苹果的看跌是合理的。看起来市场已经同意我的观点,即使周五花了几个小时才下定决心。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.thestreet.com/apple/stock/this-is-why-apple-stock-rebounded-after-earnings\">TheStreet</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/this-is-why-apple-stock-rebounded-after-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175678891","content_text":"Apple disappointed on fiscal Q3 earnings day, but the stock’s selloff did not last long. Here is the most likely reason why AAPL shares rebounded as early as Friday.\nOn October 28,Apple delivered fiscal Q4 results that lagged consensus for the first time in years. Despite revenue growth of 29% that most companies would find very solid, Apple stocksold off in after-hours action, losing as much as $125 billion in market cap right before the earnings call.\nYet, by the end of day Friday, AAPL had erased the bulk of its short-lived losses. The Apple Maven thinks that the intraday recovery was driven primarily by analysts publishing reports that sounded much less bearish than the revenue miss may have implied at first.\nBelow, we review some of the main takeaways from Wall Street experts on Apple’s earnings.\nFigure 1: Apple store in New York, NY.\nWall Street seemed comfortable\nTipRanks reported on 13 analysts that published earnings reviews on Apple. Among these, none changed the rating on AAPL stock, which remains a “moderate buy”: about three-fourths still recommend buying the shares.\nThe traditionally optimistic analyst from Wedbush, Dan Ives, did notseereasons to worry about Apple and its business. He called the Cupertino company’s supply chain issues “painful noise in the near term” and remained confident that strong demand for Apple’s products and services should convert to delayed sales in 2022.\nMorgan Stanley’s Katy Huberty is another vocal bull that I like to track for her insightful opinions and analysis. She lowered her price target on AAPL stock by a meager $2 to $164, while still pointing at around 10% gain potential from here.\nAccording to the analyst, “supply constraints will dominate the headlines post Apple's September quarter earnings report”, which could put a damper on valuations and share price for a moment. But she made two other comments that sounded much more upbeat: (1) guidance commentary implies that fiscal Q1 revenue should be in line with consensus, and (2) the more important stories are impressive growth in services and Greater China segments.\nEven the much less bullish analysts did notseemtoo worried about Apple. Bernstein’s Tony Sacconaghi has a neutral rating on the stock and sees downside risk of over 10%. Still, the expert seemed to nod at solid fiscal Q1 guided growth of 6% to 9% and higher-than-expected gross margin, despite the challenges.\nApple Maven’s take\nInvestors had become accustomed to seeing Apple deliver impressive earnings beats in the past few years, even more so during the COVID-19 crisis. For this reason, the most recent revenue miss must have felt like a dip in ice-cold water.\nBut under the hood, Apple’s recent performance has remained impressive. Despite all the supply chain issues, revenues still climbed 29%, albeit over easy 2020 comps. Gross margin increased substantially, and operating expenses remained under check. If not for some drag from below-the-line items that investors care little about, Apple would have delivered another EPS beat.\nI still find it hard to justify bearishness towards Apple, considering how well the company’s management team has been executing lately. It looks like the market has agreed with me, even if it took it a few hours on Friday to make up its mind.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":4417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822643875,"gmtCreate":1634130799045,"gmtModify":1634130799045,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"title":"","htmlText":"Some positive outlook here","listText":"Some positive outlook here","text":"Some positive outlook here","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/822643875","repostId":"1143826355","repostType":4,"isVote":1,"tweetType":1,"viewCount":1330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829277202,"gmtCreate":1633523051108,"gmtModify":1633523051256,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"title":"","htmlText":"Too volatile... for my liking. ","listText":"Too volatile... for my liking. ","text":"Too volatile... for my liking.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/829277202","repostId":"1139362646","repostType":4,"repost":{"id":"1139362646","kind":"news","pubTimestamp":1633521137,"share":"https://www.laohunote.com/m/news/1139362646?lang=zh_CN&edition=full","pubTime":"2021-10-06 19:52","market":"us","language":"en","title":"AMC Stock Will Bomb at the Stock Market Even as Headwinds Are Fading<blockquote>尽管逆风正在消退,AMC 股票仍将在股市上飙升</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1139362646","media":"InvestorPlace","summary":"Rising attendance needs to hit pre-pandemic levels before AMC stock sees an impact.\n\nMovie theatre c","content":"<p><div> Rising attendance needs to hit pre-pandemic levels before AMC stock sees an impact. Movie theatre chain AMC Entertainment enjoyed a decent run-up in its stock price in early September. AMC stock ...</p><p><blockquote><div>上座率上升需要达到大流行前的水平,AMC 股票才会受到影响。9月初,连锁影院AMC院线的股价大幅上涨。AMC股票……</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/10/amc-stock-will-bomb-at-the-stock-market-even-as-headwinds-are-fading/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/10/amc-stock-will-bomb-at-the-stock-market-even-as-headwinds-are-fading/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","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 Stock Will Bomb at the Stock Market Even as Headwinds Are Fading<blockquote>尽管逆风正在消退,AMC 股票仍将在股市上飙升</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\">\nAMC Stock Will Bomb at the Stock Market Even as Headwinds Are Fading<blockquote>尽管逆风正在消退,AMC 股票仍将在股市上飙升</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-10-06 19:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Rising attendance needs to hit pre-pandemic levels before AMC stock sees an impact. Movie theatre chain AMC Entertainment enjoyed a decent run-up in its stock price in early September. AMC stock ...</p><p><blockquote><div>上座率上升需要达到大流行前的水平,AMC 股票才会受到影响。9月初,连锁影院AMC院线的股价大幅上涨。AMC股票……</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/10/amc-stock-will-bomb-at-the-stock-market-even-as-headwinds-are-fading/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/10/amc-stock-will-bomb-at-the-stock-market-even-as-headwinds-are-fading/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://investorplace.com/2021/10/amc-stock-will-bomb-at-the-stock-market-even-as-headwinds-are-fading/\">InvestorPlace</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://investorplace.com/2021/10/amc-stock-will-bomb-at-the-stock-market-even-as-headwinds-are-fading/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139362646","content_text":"Rising attendance needs to hit pre-pandemic levels before AMC stock sees an impact.\n\nMovie theatre chain AMC Entertainment enjoyed a decent run-up in its stock price in early September. AMC stock gained more than 13% as more than 2 million visited its theatres over the extended Labor Day weekend.\nHowever,attendance was significantly lower than 2019levels and AMC’s valuation is driven primarily by wishful thinking that the company could perhaps return to pre-pandemic levels in the foreseeable future.\nThat is unlikely to happen anytime soon, making AMC stock a highly unattractive investment.\nThis year, retail investors dominated the stock market and one of their darlings was the beaten-down movie theatre chain. From the beginning of the year, AMC stock has gained a whopping 1,714% in value. However, it seems that the short interest in the stock is too low to execute a squeeze. Moreover, retail traders will find it tough to push AMC’s stock with such a massive share count.\nShort interest in AMC stock has kept it alive in the market, and in many ways, allowed the company to stave off bankruptcy concerns.\nBankruptcy Concerns Loom Over AMC Stock\nA look at AMC’s weak balance sheet numbers suggests that it could file for Chapter 11 bankruptcy protection. At the end of June,it had $1.81 billion in cash and $212 millionfrom its credit facility. Though these numbers may seem reassuring at first, it’s important to understand that the company has fewer than 1 million shares that it could issue without shareholder approval.\nMoreover,it has $5.48 billion in corporate borrowings along with $4.89 billion in lease liabilities. AMC plans to pay $2.51 billionin lease liabilities along with $420 million in deferred rent from cash in the coming months. However, it has just $2.023 billion in liquidity at this point.\nOn top of that, it’s far from being cash flow positive. In the first six months of this year, it burned over $570 million in cash. Even in its best years, it never generated more than $579 million in cash flows. AMC has nearly $1.1 billion in debt maturing in 2026, and if it cannot generate record-breaking cash flows, it will have to restructure its existing debt.\nLong Recovery to Pre-Pandemic Business\nThough a rebound in attendance numbers was expected in 2021, with the easing of coronavirus restrictions, the question is whether they can return to pre-pandemic levels. Attendance numbers were down 52.4% from the prior-year period in the first half of the year. There was a sharp decline in international visitors with more than a 76% drop in Europe and the Middle East. Based on these results, recovery to pre-pandemic levels will be long and cumbersome.\nMoreover, thetheatre business is losing tractiondue to streaming services’ widespread success, which limits its upside potential. Billions of dollars are being poured in on creating more content by various OTT platforms to lure new customers.\nAMC’s attendance numbers have improved of late, but its valuation is unjustified. It currently trades at over 12 times forward sales, and even if its attendance surpassed pre-pandemic levels, it wouldn’t be able to justify its valuation.\nThe Bottom Line on AMC Stock\nAMC stock has been driven by irrational activity of meme stock traders who believe it could mount an astounding comeback. However, the chances of that happening are quite slim especially considering the state of the movie theatre business.\nThememe stock buzzis starting to fade away with AMC, as investors have turned their attention toward its crippling fundamentals. Moreover, the uncertainties surrounding the pandemic and AMC’s mounting debt load are massive concerns that will weigh down AMC stock.\nTherefore, it’s a no-brainer to avoid a long position in AMC stock, especially at current levels.","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":1197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":886775910,"gmtCreate":1631628553730,"gmtModify":1631889390422,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"title":"","htmlText":"Goingbto watch closely see how this pans out","listText":"Goingbto watch closely see how this pans out","text":"Goingbto watch closely see how this pans out","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/886775910","repostId":"1134188093","repostType":4,"isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816927919,"gmtCreate":1630461848831,"gmtModify":1631884383959,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575311552142146","authorIdStr":"3575311552142146"},"themes":[],"title":"","htmlText":"Mmm Disney always my dreams... hope to get a chance to buy some soon. Good prospect ","listText":"Mmm Disney always my dreams... hope to get a chance to buy some soon. Good prospect ","text":"Mmm Disney always my dreams... hope to get a chance to buy some soon. Good prospect","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816927919","repostId":"2163846863","repostType":4,"isVote":1,"tweetType":1,"viewCount":942,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}