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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iPhone假日销售记录。这对股票意味着什么。</blockquote>
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和其他本周值得投资者关注的股票</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
2021-11-02
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>苹果很失望,但很快就反弹了。原因如下。</blockquote>
myLaohor
2021-10-13
Some positive outlook here
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myLaohor
2021-10-06
Too volatile... for my liking.
AMC Stock Will Bomb at the Stock Market Even as Headwinds Are Fading<blockquote>尽管不利因素正在消退,AMC股票仍将在股市上大幅下跌</blockquote>
myLaohor
2021-09-14
Goingbto watch closely see how this pans out
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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
2021-12-02
Hope apple will settle and keep growing steadily over the future years
How Apple’s Rally Is a Boon to Berkshire Hathaway<blockquote>苹果的反弹如何给Berkshire Hathaway带来福音</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:现金用完会发生什么?</blockquote>
myLaohor
2021-11-09
That not a good news
WHO warns of shortage of 1-2 billion Covid-19 vaccine syringes<blockquote>世卫警告新冠疫苗注射器短缺10-20亿支</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
2021-07-20
Great ariticle, would you like to share it?
Even as Oil Plunges, Analysts Get More Bullish<blockquote>即使油价暴跌,分析师也变得更加乐观</blockquote>
myLaohor
2021-06-30
One of the best stock on discounted price
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myLaohor
2021-06-21
Good article especially for the elderly 👍
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myLaohor
2021-04-12
Fundamental stil solid
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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
2021-12-06
Of course. Sure!!
Rivian Ratings Arrive. They Are More Positive Than Tesla.<blockquote>Rivian收视率来了。他们比特斯拉更积极。</blockquote>
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.laohu8.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>这款广受欢迎、易于使用的界面在第三季度末的资产飙升至2550亿美元,比一年前的360亿美元增长了七倍。尽管涨幅巨大,但其股价表现并不出色,较4月份直接上市首次亮相时下跌了约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>作为加密货币的镐铲游戏,Coinbase有潜力成为一项重大的获胜投资,无论是否<b>比特币</b>保持其主导地位或<b>索拉纳</b>or<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,这仍然是一部糟糕的戏剧,还没有达到预期的效果,这是有原因的。下面,您可以分为熊市和牛市两种情况,以确定这是否是为您的投资组合购买该加密货币市场的最佳时机。</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>Coinbase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>作为投资者,Coinbase有很多值得喜欢的地方——直到你开始放大成为一名加密货币交易者。Coinbase是连加密货币局外人都知道的主流名称,平台上拥有2550亿美元的资产,这是可以理解的。不幸的是,这更像是训练轮上的加密货币投资。这是一个像小鸟一样叽叽喳喳的鸟巢,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用很高的平台,出现问题时客户服务不确定的历史,以及从投资中产生被动收入的选择有限。您可能会认为,您可以在质押的以太币上每年赚取4.5%,这很好,但前提是您将其锁定,直到世界上第二大价值的数字货币完成向工作证明的迁移。您可以在几个较小的平台上赚取超过4.5%的收益,而不必等待没有实际日期的事件来重新访问您的加密货币。您可能会认为Coinbase将成为收益率的领导者<b>美元硬币</b>,它创造的与美元挂钩的稳定币。没有。你每年只能赚0.15%,而在其他平台上你可以赚到超过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及其高利润率所吸引的股票投资者可能希望仔细看看其令人惊讶的低市盈率。它充满了一次性收益和一场极不可能被复制的完美风暴。分析师预计明年的盈利将大致减半。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880万增加到第三季度的740万。其最新报告中的交易量低于前两个季度。酷窝。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>即使在加密货币世界,耐心也是投资者的美德。尽管比特币增长了80亿<b>柴犬</b>仅在2021年,Coinbase就飙升了5300万%,尽管Coinbase实际上较高点下跌了38%,但长期前景是合理的。</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crypto的早期,波动应该是意料之中的,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Rick指出的,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仍报告称,每月有740万交易用户帮助其创造了12亿美元的收入,这是连续第三个季度收入超过10亿美元。该公司公布的调整后息税折旧摊销前利润(EBITDA)为6.12亿美元,利润率高达50%,令人惊叹。</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,并且有坚实的基础,尽管我不反对里克的观点,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,届时调整后的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>Coinbase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。对于投资者来说,这是一个有可能翻倍、三倍甚至成为十倍的加密货币名称,只要他们有耐心度过难关。</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>这款广受欢迎、易于使用的界面在第三季度末的资产飙升至2550亿美元,比一年前的360亿美元增长了七倍。尽管涨幅巨大,但其股价表现并不出色,较4月份直接上市首次亮相时下跌了约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>作为加密货币的镐铲游戏,Coinbase有潜力成为一项重大的获胜投资,无论是否<b>比特币</b>保持其主导地位或<b>索拉纳</b>or<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,这仍然是一部糟糕的戏剧,还没有达到预期的效果,这是有原因的。下面,您可以分为熊市和牛市两种情况,以确定这是否是为您的投资组合购买该加密货币市场的最佳时机。</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>Coinbase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>作为投资者,Coinbase有很多值得喜欢的地方——直到你开始放大成为一名加密货币交易者。Coinbase是连加密货币局外人都知道的主流名称,平台上拥有2550亿美元的资产,这是可以理解的。不幸的是,这更像是训练轮上的加密货币投资。这是一个像小鸟一样叽叽喳喳的鸟巢,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用很高的平台,出现问题时客户服务不确定的历史,以及从投资中产生被动收入的选择有限。您可能会认为,您可以在质押的以太币上每年赚取4.5%,这很好,但前提是您将其锁定,直到世界上第二大价值的数字货币完成向工作证明的迁移。您可以在几个较小的平台上赚取超过4.5%的收益,而不必等待没有实际日期的事件来重新访问您的加密货币。您可能会认为Coinbase将成为收益率的领导者<b>美元硬币</b>,它创造的与美元挂钩的稳定币。没有。你每年只能赚0.15%,而在其他平台上你可以赚到超过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及其高利润率所吸引的股票投资者可能希望仔细看看其令人惊讶的低市盈率。它充满了一次性收益和一场极不可能被复制的完美风暴。分析师预计明年的盈利将大致减半。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880万增加到第三季度的740万。其最新报告中的交易量低于前两个季度。酷窝。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>即使在加密货币世界,耐心也是投资者的美德。尽管比特币增长了80亿<b>柴犬</b>仅在2021年,Coinbase就飙升了5300万%,尽管Coinbase实际上较高点下跌了38%,但长期前景是合理的。</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crypto的早期,波动应该是意料之中的,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Rick指出的,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仍报告称,每月有740万交易用户帮助其创造了12亿美元的收入,这是连续第三个季度收入超过10亿美元。该公司公布的调整后息税折旧摊销前利润(EBITDA)为6.12亿美元,利润率高达50%,令人惊叹。</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,并且有坚实的基础,尽管我不反对里克的观点,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,届时调整后的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>Coinbase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。对于投资者来说,这是一个有可能翻倍、三倍甚至成为十倍的加密货币名称,只要他们有耐心度过难关。</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":3053,"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,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"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.laohu8.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:现金用完会发生什么?</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。对于大多数苹果股票来说,这种说法听起来可能是lucrac(<b>AAPL</b>)投资者,因为库比蒂诺公司在过去多年里一直是一台现金产生机。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,这位苹果专家谈论了这家iPhone制造商曾经庞大的现金储备发生了什么,以及余额下降对股东可能意味着什么。</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>公平地说,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将会枯竭。这仅仅意味着该公司的债务余额将大致抵消其现金状况,即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年以来苹果总现金(蓝色条)和净现金(橙色条)余额的演变。十年前,时任首席执行官史蒂夫·乔布斯卸任,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:苹果2012-2021财年的现金状况。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,该公司拥有其账簿中有史以来最大的总现金余额和债务净额现金余额。但从那以后,这两个数字都在减少。今年720亿美元的净现金还不到大约四年前的一半。</blockquote></p><p> <b>What happens when cash runs out?</b></p><p><blockquote><b>现金用完会怎么样?</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谨慎。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),但回购却飙升。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:苹果按主要类别划分的现金部署。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,有理由预计股票退出的速度也会下降。这不仅是因为资产负债表更加精简,还因为苹果公司股票如今的交易价格要高得多——因此,苹果回购每股自己股权的成本更高。</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?过去十年,苹果的流通股减少了100亿股,至167亿股。股票数量是EPS(每股收益)的分母,EPS是市盈率的分母。因此,仅回购就可能是苹果股价过去几年上涨的很大一部分原因。</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,苹果可以以其目前的净现金余额再出售约4.35亿股股票,仅占流通股的3%。此后,库比蒂诺公司可能需要缩减回购或借贷规模,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慢股票回购步伐,其股票可能会受到影响,至少是投资者情绪恶化。然而,我也认为,这只是人们应该考虑的投资论文的一个方面。</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,我对苹果股票保持乐观。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苹果公司来说是个好兆头。</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:现金用完会发生什么?</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:现金用完会发生什么?</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。对于大多数苹果股票来说,这种说法听起来可能是lucrac(<b>AAPL</b>)投资者,因为库比蒂诺公司在过去多年里一直是一台现金产生机。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,这位苹果专家谈论了这家iPhone制造商曾经庞大的现金储备发生了什么,以及余额下降对股东可能意味着什么。</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>公平地说,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将会枯竭。这仅仅意味着该公司的债务余额将大致抵消其现金状况,即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年以来苹果总现金(蓝色条)和净现金(橙色条)余额的演变。十年前,时任首席执行官史蒂夫·乔布斯卸任,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:苹果2012-2021财年的现金状况。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,该公司拥有其账簿中有史以来最大的总现金余额和债务净额现金余额。但从那以后,这两个数字都在减少。今年720亿美元的净现金还不到大约四年前的一半。</blockquote></p><p> <b>What happens when cash runs out?</b></p><p><blockquote><b>现金用完会怎么样?</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谨慎。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),但回购却飙升。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:苹果按主要类别划分的现金部署。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,有理由预计股票退出的速度也会下降。这不仅是因为资产负债表更加精简,还因为苹果公司股票如今的交易价格要高得多——因此,苹果回购每股自己股权的成本更高。</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?过去十年,苹果的流通股减少了100亿股,至167亿股。股票数量是EPS(每股收益)的分母,EPS是市盈率的分母。因此,仅回购就可能是苹果股价过去几年上涨的很大一部分原因。</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,苹果可以以其目前的净现金余额再出售约4.35亿股股票,仅占流通股的3%。此后,库比蒂诺公司可能需要缩减回购或借贷规模,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慢股票回购步伐,其股票可能会受到影响,至少是投资者情绪恶化。然而,我也认为,这只是人们应该考虑的投资论文的一个方面。</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,我对苹果股票保持乐观。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苹果公司来说是个好兆头。</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":2249,"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,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"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.laohu8.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收视率来了。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的估值很高,但华尔街对其前景持乐观态度,并认为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前观察的25天静默期结束。现在,截至周一上午,10位分析师对Rivian(股票代码:RIVN)进行了新的评级。七股买入。持有三种利率股票。</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股票尚未对新的购买做出反应。盘前交易中股价下跌约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)的买入评级仅为48%。与电动汽车领导者的股票相比,华尔街更喜欢Rivian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>布林克曼将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,布林克曼将特斯拉股票评级为卖出,并将该股的目标价定为250美元。布林克曼的特斯拉目标价意味着特斯拉股票价值约2500亿美元。这是Rivian的两倍半,但特斯拉已实现盈利,预计2022年销售额将达到约700亿美元。预计Rivian 2022年的销售额将不到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>其中一个新的买入评级来自贝尔德。贝尔德分析师乔治·贾纳里卡斯在他的发布报告中写道:“克拉克·肯特竞相追赶钢铁侠。”这指的是Rivian首席执行官R.J.Scaringe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Elon Musk过去曾被比作现实生活中的Tony Stark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>“Rivian有机会强大地挑战特斯拉的市场主导地位,”贾纳里卡斯补充道。“该公司采用了一种有前途的垂直整合方法,并通过其稳健的资产负债表、亚马逊合作伙伴关系和强大的招聘来加强。”Rivian正在其新工厂生产卡车和SUV。更重要的是,Amazon.com(AMZN)是Rivian的支持者,已经订购了10万辆该公司的电动送货车。</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也看好特斯拉股票,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。RBC分析师Joseph Spak将Rivian股票评级为买入。他的目标价是每股165美元的华尔街高点。</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>斯帕克在他的报道发布报告中写道:“Rivian拥有定义类别的车辆,重点关注关键的卡车细分市场,到本世纪末,该细分市场的[平均年收入增长]应达到50%。”“全新的方法和强大的技术将使[公司]最终能够将该车辆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Rivian 2022年的销售额将达到34亿美元。他预测2030年的销售额为860亿美元。虽然斯帕克对Rivian的评级为“买入”,但他对特斯拉股票的评级为“持有”,并将该股的目标价定为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是同时看好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股票进行了买入评级,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>未来几天或几个小时内应该会有更多的评级公布,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,较周五收盘价上涨约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收视率来了。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收视率来了。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的估值很高,但华尔街对其前景持乐观态度,并认为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前观察的25天静默期结束。现在,截至周一上午,10位分析师对Rivian(股票代码:RIVN)进行了新的评级。七股买入。持有三种利率股票。</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股票尚未对新的购买做出反应。盘前交易中股价下跌约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)的买入评级仅为48%。与电动汽车领导者的股票相比,华尔街更喜欢Rivian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>布林克曼将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,布林克曼将特斯拉股票评级为卖出,并将该股的目标价定为250美元。布林克曼的特斯拉目标价意味着特斯拉股票价值约2500亿美元。这是Rivian的两倍半,但特斯拉已实现盈利,预计2022年销售额将达到约700亿美元。预计Rivian 2022年的销售额将不到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>其中一个新的买入评级来自贝尔德。贝尔德分析师乔治·贾纳里卡斯在他的发布报告中写道:“克拉克·肯特竞相追赶钢铁侠。”这指的是Rivian首席执行官R.J.Scaringe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Elon Musk过去曾被比作现实生活中的Tony Stark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>“Rivian有机会强大地挑战特斯拉的市场主导地位,”贾纳里卡斯补充道。“该公司采用了一种有前途的垂直整合方法,并通过其稳健的资产负债表、亚马逊合作伙伴关系和强大的招聘来加强。”Rivian正在其新工厂生产卡车和SUV。更重要的是,Amazon.com(AMZN)是Rivian的支持者,已经订购了10万辆该公司的电动送货车。</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也看好特斯拉股票,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。RBC分析师Joseph Spak将Rivian股票评级为买入。他的目标价是每股165美元的华尔街高点。</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>斯帕克在他的报道发布报告中写道:“Rivian拥有定义类别的车辆,重点关注关键的卡车细分市场,到本世纪末,该细分市场的[平均年收入增长]应达到50%。”“全新的方法和强大的技术将使[公司]最终能够将该车辆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Rivian 2022年的销售额将达到34亿美元。他预测2030年的销售额为860亿美元。虽然斯帕克对Rivian的评级为“买入”,但他对特斯拉股票的评级为“持有”,并将该股的目标价定为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是同时看好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股票进行了买入评级,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>未来几天或几个小时内应该会有更多的评级公布,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,较周五收盘价上涨约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":2060,"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,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"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.laohu8.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>苹果的反弹如何给Berkshire Hathaway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Berkshire Hathaway来说是一个福音,Berkshire Hathaway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)最近的上涨通过提高公司的股东权益或账面价值,使伯克希尔股票(BRK.A和BRK.B)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。截至第三季度末,每股A类股账面价值约为316,000美元。<i>巴伦周刊</i>一直看好伯克希尔,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约1.4倍的平均值,但高于2020年底1.2倍的市盈率。</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>Berkshire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1510亿美元。周二,苹果股价上涨3.2%,至165.30美元,顶住了整体市场的大幅下跌。</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>苹果现在几乎占了伯克希尔股票投资组合的一半。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)这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>Berkshire购买苹果股票的成本为310亿美元,约合每股35美元,该股票主要是在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的最大收益。</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>持有的股权和伯克希尔持有的1490亿美元现金占该公司市值的近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>伯克希尔确实有大约400亿美元的债务和其他借款,按其保险和其他业务的评级计算。它还承担重大保险责任。</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>巴伦周刊</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>随着伯克希尔股价近期下跌,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,但今年对伯克希尔来说是个好年景,在盈利增长和股票投资组合收益的推动下,账面价值将增长约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>在今年早些时候超越标准普尔500指数后,伯克希尔现在落后于该指数,今年迄今的涨幅约为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方面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>苹果的反弹如何给Berkshire Hathaway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>苹果的反弹如何给Berkshire Hathaway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Berkshire Hathaway来说是一个福音,Berkshire Hathaway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)最近的上涨通过提高公司的股东权益或账面价值,使伯克希尔股票(BRK.A和BRK.B)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。截至第三季度末,每股A类股账面价值约为316,000美元。<i>巴伦周刊</i>一直看好伯克希尔,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约1.4倍的平均值,但高于2020年底1.2倍的市盈率。</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>Berkshire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1510亿美元。周二,苹果股价上涨3.2%,至165.30美元,顶住了整体市场的大幅下跌。</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>苹果现在几乎占了伯克希尔股票投资组合的一半。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)这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>Berkshire购买苹果股票的成本为310亿美元,约合每股35美元,该股票主要是在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的最大收益。</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>持有的股权和伯克希尔持有的1490亿美元现金占该公司市值的近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>伯克希尔确实有大约400亿美元的债务和其他借款,按其保险和其他业务的评级计算。它还承担重大保险责任。</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>巴伦周刊</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>随着伯克希尔股价近期下跌,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,但今年对伯克希尔来说是个好年景,在盈利增长和股票投资组合收益的推动下,账面价值将增长约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>在今年早些时候超越标准普尔500指数后,伯克希尔现在落后于该指数,今年迄今的涨幅约为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方面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","BRK.A":"伯克希尔","AAPL":"苹果"},"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":{"AAPL":0.9,"BRK.A":0.9,"BRK.B":0.9}},"isVote":1,"tweetType":1,"viewCount":1918,"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,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"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":1960,"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,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"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":2968,"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,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"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.laohu8.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>最新分析显示,苹果有望打破此前假期期间iPhone销量纪录,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>进入下周的黑色星期五,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,进入假期前,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>过去,等待时间被视为设备需求的指标。但今年,在一个受到供应链问题困扰的世界中,一些车型创下多年记录的等待时间可能不会像过去那样明显。</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>Ives指出,苹果正在应对全球半导体(iPhone的关键组件)短缺和广泛的供应链中断的问题,但他仍然认为这家科技巨头打破了关键的销售记录。</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>“我们估计,苹果将在黑色星期五和圣诞节之间销售约4000万部iPhone,这将是该公司创纪录的假期销售速度,尽管根据我们的分析,持续的芯片短缺使全球iPhone供应限制了约1000万部。”说。</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,美国和中国的“巨大需求趋势”是一个积极的迹象,表明苹果本季度可能售出超过8000万部iPhone。</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>巴伦周刊</i>记者Max A.Cherney在9月份写道,“苹果股票的生死几乎取决于该公司每年的iPhone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的评级和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>最新分析显示,苹果有望打破此前假期期间iPhone销量纪录,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>进入下周的黑色星期五,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,进入假期前,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>过去,等待时间被视为设备需求的指标。但今年,在一个受到供应链问题困扰的世界中,一些车型创下多年记录的等待时间可能不会像过去那样明显。</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>Ives指出,苹果正在应对全球半导体(iPhone的关键组件)短缺和广泛的供应链中断的问题,但他仍然认为这家科技巨头打破了关键的销售记录。</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>“我们估计,苹果将在黑色星期五和圣诞节之间销售约4000万部iPhone,这将是该公司创纪录的假期销售速度,尽管根据我们的分析,持续的芯片短缺使全球iPhone供应限制了约1000万部。”说。</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,美国和中国的“巨大需求趋势”是一个积极的迹象,表明苹果本季度可能售出超过8000万部iPhone。</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>巴伦周刊</i>记者Max A.Cherney在9月份写道,“苹果股票的生死几乎取决于该公司每年的iPhone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的评级和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":2576,"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,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"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.laohu8.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>世卫警告新冠疫苗注射器短缺10-20亿支</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)-到2022年,接种新冠肺炎疫苗所需的注射器可能会短缺10亿到20亿支,这也可能会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>世卫警告新冠疫苗注射器短缺10-20亿支</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>世卫警告新冠疫苗注射器短缺10-20亿支</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)-到2022年,接种新冠肺炎疫苗所需的注射器可能会短缺10亿到20亿支,这也可能会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":2777,"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,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"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":2014,"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,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"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.laohu8.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>苹果很失望,但很快就反弹了。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太久。这是苹果公司股价早在周五就反弹的最有可能的原因。</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,苹果公布的第四财季业绩多年来首次落后于市场普遍预期。尽管大多数公司认为收入增长了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高达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暂的损失。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,我们回顾一下华尔街专家对苹果盈利的一些主要看法。</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报告了13位在苹果上发表盈利评论的分析师。其中,没有人改变对苹果公司股票的评级,该评级仍为“适度买入”:大约四分之三的人仍然建议购买该股票。</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>来自Wedbush的传统乐观分析师Dan Ives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“短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应该会转化为2022年的销售延迟。</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>摩根士丹利的凯蒂·休伯蒂(Katy Huberty)是另一位直言不讳的公牛,我喜欢关注她富有洞察力的观点和分析。她将AAPL股票的目标价下调了2美元,至164美元,但仍指出未来仍有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>这位分析师表示,“供应限制将成为苹果9月份季度收益报告后的头条新闻”,这可能会暂时抑制估值和股价。但她发表了另外两条听起来更加乐观的评论:(1)指导评论意味着第一财季收入应该符合共识,以及(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,并认为下行风险超过10%。尽管如此,尽管面临挑战,这位专家似乎还是对第一财季6%至9%的稳健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·梅文的看法</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>投资者已经习惯于看到苹果在过去几年中实现令人印象深刻的盈利超出预期,在COVID-19危机期间更是如此。出于这个原因,最近的收入失误一定感觉就像在冰冷的水中浸泡一样。</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,苹果最近的表现仍然令人印象深刻。尽管存在所有供应链问题,但收入仍增长了29%,尽管与2020年相比较轻松。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的拖累,苹果的每股收益可能会再次增长。</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,我仍然发现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>苹果很失望,但很快就反弹了。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>苹果很失望,但很快就反弹了。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太久。这是苹果公司股价早在周五就反弹的最有可能的原因。</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,苹果公布的第四财季业绩多年来首次落后于市场普遍预期。尽管大多数公司认为收入增长了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高达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暂的损失。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,我们回顾一下华尔街专家对苹果盈利的一些主要看法。</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报告了13位在苹果上发表盈利评论的分析师。其中,没有人改变对苹果公司股票的评级,该评级仍为“适度买入”:大约四分之三的人仍然建议购买该股票。</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>来自Wedbush的传统乐观分析师Dan Ives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“短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应该会转化为2022年的销售延迟。</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>摩根士丹利的凯蒂·休伯蒂(Katy Huberty)是另一位直言不讳的公牛,我喜欢关注她富有洞察力的观点和分析。她将AAPL股票的目标价下调了2美元,至164美元,但仍指出未来仍有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>这位分析师表示,“供应限制将成为苹果9月份季度收益报告后的头条新闻”,这可能会暂时抑制估值和股价。但她发表了另外两条听起来更加乐观的评论:(1)指导评论意味着第一财季收入应该符合共识,以及(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,并认为下行风险超过10%。尽管如此,尽管面临挑战,这位专家似乎还是对第一财季6%至9%的稳健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·梅文的看法</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>投资者已经习惯于看到苹果在过去几年中实现令人印象深刻的盈利超出预期,在COVID-19危机期间更是如此。出于这个原因,最近的收入失误一定感觉就像在冰冷的水中浸泡一样。</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,苹果最近的表现仍然令人印象深刻。尽管存在所有供应链问题,但收入仍增长了29%,尽管与2020年相比较轻松。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的拖累,苹果的每股收益可能会再次增长。</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,我仍然发现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":2860,"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,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"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":588,"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,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"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":871,"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,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"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.laohu8.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>尽管不利因素正在消退,AMC股票仍将在股市上大幅下跌</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>AMC股票才会受到影响,上座率的上升需要达到大流行前的水平。9月初,连锁电影院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>尽管不利因素正在消退,AMC股票仍将在股市上大幅下跌</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>尽管不利因素正在消退,AMC股票仍将在股市上大幅下跌</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>AMC股票才会受到影响,上座率的上升需要达到大流行前的水平。9月初,连锁电影院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":755,"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,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"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":937,"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,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"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.laohu8.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和其他本周值得投资者关注的股票</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>本周重头戏将是美联储9月政策会议。投资者还将关注多家企业财报发布、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。通用磨坊周三上市,然后耐克、埃森哲、好市多批发和达顿餐厅周四上市。本周的投资者日包括周二的Biogen、周三的Weyerhaeuser和周四的Salesforce。</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周四公布的世界大型企业联合会8月份领先经济指数。美国房地产市场还将发布多项更新,包括周一全国住宅建筑商协会9月份住房市场指数、周二人口普查局8月份新住宅建设数据以及全国房地产经纪人协会现房销售数据。周三八月。</blockquote></p><p> <b>Monday 9/20</b></p><p><blockquote><b>星期一9/20</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内科学会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>房屋建筑商协会发布了9月份的房地产市场指数。经济学家预测为73,比8月份的数据低两个百分点,这是一年多来的最低水平。</blockquote></p><p> <b>Tuesday 9/21</b></p><p><blockquote><b>星期二9/21</b></blockquote></p><p> Adobe, AutoZone, and FedEx release earnings.</p><p><blockquote>Adobe、AutoZone和FedEx发布财报。</blockquote></p><p> Biogen hosts an investor day to discuss its pipeline of neuroscience therapeutics.</p><p><blockquote>百健(Biogen)举办投资者日活动,讨论其神经科学治疗产品线。</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>八月份新住宅建设报告。市场普遍估计,经季节调整后的新屋开工年率为155万套,比7月份的水平高出1%。新屋开工量较今年3月达到的金融危机后172.5万套的峰值有所下降。</blockquote></p><p> <b>Wednesday 9/22</b></p><p><blockquote><b>9/22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>FOMC宣布</b>它的货币政策决定。美联储可能会将联邦基金利率维持在接近零的水平不变,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>宣布其货币政策决定。市场普遍预计日本央行将把关键短期利率维持在负0.1%不变,因为由于Covid-19德尔塔变异毒株,东京都和其他地区在9月底之前仍处于紧急状态。</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月份现房销售情况。预计经季节调整后的房屋销售量为578,000套,比7月份的599,000套下降3.5%。</blockquote></p><p> <b>Thursday 9/23</b></p><p><blockquote><b>星期四9/23</b></blockquote></p><p> Accenture, Costco Wholesale, Darden Restaurants, and Nike hold conference calls to discuss their quarterly results.</p><p><blockquote>Accenture、Costco Wholesale、Darden Restaurants和Nike在评级召开会议讨论季度业绩。</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·巴特菲尔德将是参与者之一。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>世界大型企业联合会</b>发布8月份领先经济指数。经济学家预测环比增长0.5%,7月份增长0.9%。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>星期五9/24</b></blockquote></p><p> Kansas City Southernhosts a special shareholder meeting to vote on a proposed merger withCanadian Pacific Railway.</p><p><blockquote>堪萨斯城南方铁路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和其他本周值得投资者关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNike, Costco, FedEx, Salesforce, and Other Stocks for Investors to Watch This Week<blockquote>耐克、好市多、联邦快递、Salesforce和其他本周值得投资者关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-09-20 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>本周重头戏将是美联储9月政策会议。投资者还将关注多家企业财报发布、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。通用磨坊周三上市,然后耐克、埃森哲、好市多批发和达顿餐厅周四上市。本周的投资者日包括周二的Biogen、周三的Weyerhaeuser和周四的Salesforce。</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周四公布的世界大型企业联合会8月份领先经济指数。美国房地产市场还将发布多项更新,包括周一全国住宅建筑商协会9月份住房市场指数、周二人口普查局8月份新住宅建设数据以及全国房地产经纪人协会现房销售数据。周三八月。</blockquote></p><p> <b>Monday 9/20</b></p><p><blockquote><b>星期一9/20</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内科学会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>房屋建筑商协会发布了9月份的房地产市场指数。经济学家预测为73,比8月份的数据低两个百分点,这是一年多来的最低水平。</blockquote></p><p> <b>Tuesday 9/21</b></p><p><blockquote><b>星期二9/21</b></blockquote></p><p> Adobe, AutoZone, and FedEx release earnings.</p><p><blockquote>Adobe、AutoZone和FedEx发布财报。</blockquote></p><p> Biogen hosts an investor day to discuss its pipeline of neuroscience therapeutics.</p><p><blockquote>百健(Biogen)举办投资者日活动,讨论其神经科学治疗产品线。</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>八月份新住宅建设报告。市场普遍估计,经季节调整后的新屋开工年率为155万套,比7月份的水平高出1%。新屋开工量较今年3月达到的金融危机后172.5万套的峰值有所下降。</blockquote></p><p> <b>Wednesday 9/22</b></p><p><blockquote><b>9/22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>FOMC宣布</b>它的货币政策决定。美联储可能会将联邦基金利率维持在接近零的水平不变,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>宣布其货币政策决定。市场普遍预计日本央行将把关键短期利率维持在负0.1%不变,因为由于Covid-19德尔塔变异毒株,东京都和其他地区在9月底之前仍处于紧急状态。</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月份现房销售情况。预计经季节调整后的房屋销售量为578,000套,比7月份的599,000套下降3.5%。</blockquote></p><p> <b>Thursday 9/23</b></p><p><blockquote><b>星期四9/23</b></blockquote></p><p> Accenture, Costco Wholesale, Darden Restaurants, and Nike hold conference calls to discuss their quarterly results.</p><p><blockquote>Accenture、Costco Wholesale、Darden Restaurants和Nike在评级召开会议讨论季度业绩。</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·巴特菲尔德将是参与者之一。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>世界大型企业联合会</b>发布8月份领先经济指数。经济学家预测环比增长0.5%,7月份增长0.9%。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>星期五9/24</b></blockquote></p><p> Kansas City Southernhosts a special shareholder meeting to vote on a proposed merger withCanadian Pacific Railway.</p><p><blockquote>堪萨斯城南方铁路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":{".DJI":"道琼斯","COST":"好市多","FDX":"联邦快递",".SPX":"S&P 500 Index","CRM":"赛富时",".IXIC":"NASDAQ Composite","ADBE":"Adobe","NKE":"耐克"},"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":{".DJI":0.9,".SPX":0.9,"NKE":0.9,".IXIC":0.9,"FDX":0.9,"ADBE":0.9,"COST":0.9,"CRM":0.9}},"isVote":1,"tweetType":1,"viewCount":403,"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,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"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":534,"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,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"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.laohu8.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>空头攻击:苹果股价真的会下跌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>对苹果股票给予卖出评级的两位华尔街分析师之一认输了。另一位仍然认为AAPL股价可能会下跌40%。巨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>九月的第一天,华尔街罕见的看空苹果股票之一(<b>AAPL</b>)最终让步,下调了卖出评级。剩下的最后一位仍将股价跌至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>New Street的Pierre Ferragu是华尔街最后一位看空苹果的人,他对看涨期权下行的看法可能是正确的吗?这位苹果专家更仔细地观察了这场争论。</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>皮埃尔看空论点的核心似乎是iPhone。这位分析师将即将推出的设备称为“12S周期”,认为苹果iPhone升级浪潮中最好的部分,即所谓的5G超级周期,已经成为过去。</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赞同这样的观点,即强劲的iPhone 12周期拉动了智能手机销量,导致未来需求出现缺口。有趣的是,这与看涨的Wedbush分析师Dan Ives的观点完全相反,Dan Ives在接受《苹果专家》采访时表示:</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>“华尔街低估了这个超级周期的规模和长度。[……]在网络建成之前,5G在未来两三年内不会被完全接受。在中国(5G基础设施更加领先),iPhone 12,尤其是较大的Pro版本,确实卖得非常好。”Ferragu先生仍然在iPhone上,早在4月份就提出了他对2022年的预期(我不知道此后有任何修改)。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>AAPL会下跌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。苹果股票的估值要达到每股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,苹果公司要想股价下跌40%,明年的盈利就需要大幅低于市场预期,至少下降几美元。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>从估值来看,AAPL目前的2021财年市盈率为27倍。假设未来的结果与共识匹配,这一市盈率需要降至16倍左右,AAPL股价才能跌至90美元。该股的预期市盈率多年来从未如此低。</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>我发现苹果的估值即使不是几乎不可能,也不太可能再次达到每股90美元。在我看来,更合理的是,在AAPL在过去六个月内上涨了25%之后,New Street目前的股价目标已经过时了。</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,看到华尔街最后一次看空苹果公司最终(很快?)屈服于他的下行信念,至少在与他当前的价格目标相关的方面,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>空头攻击:苹果股价真的会下跌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>空头攻击:苹果股价真的会下跌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>对苹果股票给予卖出评级的两位华尔街分析师之一认输了。另一位仍然认为AAPL股价可能会下跌40%。巨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>九月的第一天,华尔街罕见的看空苹果股票之一(<b>AAPL</b>)最终让步,下调了卖出评级。剩下的最后一位仍将股价跌至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>New Street的Pierre Ferragu是华尔街最后一位看空苹果的人,他对看涨期权下行的看法可能是正确的吗?这位苹果专家更仔细地观察了这场争论。</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>皮埃尔看空论点的核心似乎是iPhone。这位分析师将即将推出的设备称为“12S周期”,认为苹果iPhone升级浪潮中最好的部分,即所谓的5G超级周期,已经成为过去。</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赞同这样的观点,即强劲的iPhone 12周期拉动了智能手机销量,导致未来需求出现缺口。有趣的是,这与看涨的Wedbush分析师Dan Ives的观点完全相反,Dan Ives在接受《苹果专家》采访时表示:</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>“华尔街低估了这个超级周期的规模和长度。[……]在网络建成之前,5G在未来两三年内不会被完全接受。在中国(5G基础设施更加领先),iPhone 12,尤其是较大的Pro版本,确实卖得非常好。”Ferragu先生仍然在iPhone上,早在4月份就提出了他对2022年的预期(我不知道此后有任何修改)。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>AAPL会下跌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。苹果股票的估值要达到每股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,苹果公司要想股价下跌40%,明年的盈利就需要大幅低于市场预期,至少下降几美元。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>从估值来看,AAPL目前的2021财年市盈率为27倍。假设未来的结果与共识匹配,这一市盈率需要降至16倍左右,AAPL股价才能跌至90美元。该股的预期市盈率多年来从未如此低。</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>我发现苹果的估值即使不是几乎不可能,也不太可能再次达到每股90美元。在我看来,更合理的是,在AAPL在过去六个月内上涨了25%之后,New Street目前的股价目标已经过时了。</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,看到华尔街最后一次看空苹果公司最终(很快?)屈服于他的下行信念,至少在与他当前的价格目标相关的方面,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":653,"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,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"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":526,"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,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"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":371,"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,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"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":363,"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,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"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.laohu8.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>最新分析显示,苹果有望打破此前假期期间iPhone销量纪录,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>进入下周的黑色星期五,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,进入假期前,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>过去,等待时间被视为设备需求的指标。但今年,在一个受到供应链问题困扰的世界中,一些车型创下多年记录的等待时间可能不会像过去那样明显。</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>Ives指出,苹果正在应对全球半导体(iPhone的关键组件)短缺和广泛的供应链中断的问题,但他仍然认为这家科技巨头打破了关键的销售记录。</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>“我们估计,苹果将在黑色星期五和圣诞节之间销售约4000万部iPhone,这将是该公司创纪录的假期销售速度,尽管根据我们的分析,持续的芯片短缺使全球iPhone供应限制了约1000万部。”说。</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,美国和中国的“巨大需求趋势”是一个积极的迹象,表明苹果本季度可能售出超过8000万部iPhone。</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>巴伦周刊</i>记者Max A.Cherney在9月份写道,“苹果股票的生死几乎取决于该公司每年的iPhone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的评级和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>最新分析显示,苹果有望打破此前假期期间iPhone销量纪录,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>进入下周的黑色星期五,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,进入假期前,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>过去,等待时间被视为设备需求的指标。但今年,在一个受到供应链问题困扰的世界中,一些车型创下多年记录的等待时间可能不会像过去那样明显。</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>Ives指出,苹果正在应对全球半导体(iPhone的关键组件)短缺和广泛的供应链中断的问题,但他仍然认为这家科技巨头打破了关键的销售记录。</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>“我们估计,苹果将在黑色星期五和圣诞节之间销售约4000万部iPhone,这将是该公司创纪录的假期销售速度,尽管根据我们的分析,持续的芯片短缺使全球iPhone供应限制了约1000万部。”说。</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,美国和中国的“巨大需求趋势”是一个积极的迹象,表明苹果本季度可能售出超过8000万部iPhone。</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>巴伦周刊</i>记者Max A.Cherney在9月份写道,“苹果股票的生死几乎取决于该公司每年的iPhone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的评级和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":2576,"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,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"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":937,"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,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"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.laohu8.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和其他本周值得投资者关注的股票</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>本周重头戏将是美联储9月政策会议。投资者还将关注多家企业财报发布、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。通用磨坊周三上市,然后耐克、埃森哲、好市多批发和达顿餐厅周四上市。本周的投资者日包括周二的Biogen、周三的Weyerhaeuser和周四的Salesforce。</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周四公布的世界大型企业联合会8月份领先经济指数。美国房地产市场还将发布多项更新,包括周一全国住宅建筑商协会9月份住房市场指数、周二人口普查局8月份新住宅建设数据以及全国房地产经纪人协会现房销售数据。周三八月。</blockquote></p><p> <b>Monday 9/20</b></p><p><blockquote><b>星期一9/20</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内科学会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>房屋建筑商协会发布了9月份的房地产市场指数。经济学家预测为73,比8月份的数据低两个百分点,这是一年多来的最低水平。</blockquote></p><p> <b>Tuesday 9/21</b></p><p><blockquote><b>星期二9/21</b></blockquote></p><p> Adobe, AutoZone, and FedEx release earnings.</p><p><blockquote>Adobe、AutoZone和FedEx发布财报。</blockquote></p><p> Biogen hosts an investor day to discuss its pipeline of neuroscience therapeutics.</p><p><blockquote>百健(Biogen)举办投资者日活动,讨论其神经科学治疗产品线。</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>八月份新住宅建设报告。市场普遍估计,经季节调整后的新屋开工年率为155万套,比7月份的水平高出1%。新屋开工量较今年3月达到的金融危机后172.5万套的峰值有所下降。</blockquote></p><p> <b>Wednesday 9/22</b></p><p><blockquote><b>9/22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>FOMC宣布</b>它的货币政策决定。美联储可能会将联邦基金利率维持在接近零的水平不变,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>宣布其货币政策决定。市场普遍预计日本央行将把关键短期利率维持在负0.1%不变,因为由于Covid-19德尔塔变异毒株,东京都和其他地区在9月底之前仍处于紧急状态。</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月份现房销售情况。预计经季节调整后的房屋销售量为578,000套,比7月份的599,000套下降3.5%。</blockquote></p><p> <b>Thursday 9/23</b></p><p><blockquote><b>星期四9/23</b></blockquote></p><p> Accenture, Costco Wholesale, Darden Restaurants, and Nike hold conference calls to discuss their quarterly results.</p><p><blockquote>Accenture、Costco Wholesale、Darden Restaurants和Nike在评级召开会议讨论季度业绩。</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·巴特菲尔德将是参与者之一。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>世界大型企业联合会</b>发布8月份领先经济指数。经济学家预测环比增长0.5%,7月份增长0.9%。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>星期五9/24</b></blockquote></p><p> Kansas City Southernhosts a special shareholder meeting to vote on a proposed merger withCanadian Pacific Railway.</p><p><blockquote>堪萨斯城南方铁路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和其他本周值得投资者关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNike, Costco, FedEx, Salesforce, and Other Stocks for Investors to Watch This Week<blockquote>耐克、好市多、联邦快递、Salesforce和其他本周值得投资者关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-09-20 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>本周重头戏将是美联储9月政策会议。投资者还将关注多家企业财报发布、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。通用磨坊周三上市,然后耐克、埃森哲、好市多批发和达顿餐厅周四上市。本周的投资者日包括周二的Biogen、周三的Weyerhaeuser和周四的Salesforce。</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周四公布的世界大型企业联合会8月份领先经济指数。美国房地产市场还将发布多项更新,包括周一全国住宅建筑商协会9月份住房市场指数、周二人口普查局8月份新住宅建设数据以及全国房地产经纪人协会现房销售数据。周三八月。</blockquote></p><p> <b>Monday 9/20</b></p><p><blockquote><b>星期一9/20</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内科学会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>房屋建筑商协会发布了9月份的房地产市场指数。经济学家预测为73,比8月份的数据低两个百分点,这是一年多来的最低水平。</blockquote></p><p> <b>Tuesday 9/21</b></p><p><blockquote><b>星期二9/21</b></blockquote></p><p> Adobe, AutoZone, and FedEx release earnings.</p><p><blockquote>Adobe、AutoZone和FedEx发布财报。</blockquote></p><p> Biogen hosts an investor day to discuss its pipeline of neuroscience therapeutics.</p><p><blockquote>百健(Biogen)举办投资者日活动,讨论其神经科学治疗产品线。</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>八月份新住宅建设报告。市场普遍估计,经季节调整后的新屋开工年率为155万套,比7月份的水平高出1%。新屋开工量较今年3月达到的金融危机后172.5万套的峰值有所下降。</blockquote></p><p> <b>Wednesday 9/22</b></p><p><blockquote><b>9/22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>FOMC宣布</b>它的货币政策决定。美联储可能会将联邦基金利率维持在接近零的水平不变,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>宣布其货币政策决定。市场普遍预计日本央行将把关键短期利率维持在负0.1%不变,因为由于Covid-19德尔塔变异毒株,东京都和其他地区在9月底之前仍处于紧急状态。</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月份现房销售情况。预计经季节调整后的房屋销售量为578,000套,比7月份的599,000套下降3.5%。</blockquote></p><p> <b>Thursday 9/23</b></p><p><blockquote><b>星期四9/23</b></blockquote></p><p> Accenture, Costco Wholesale, Darden Restaurants, and Nike hold conference calls to discuss their quarterly results.</p><p><blockquote>Accenture、Costco Wholesale、Darden Restaurants和Nike在评级召开会议讨论季度业绩。</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·巴特菲尔德将是参与者之一。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>世界大型企业联合会</b>发布8月份领先经济指数。经济学家预测环比增长0.5%,7月份增长0.9%。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>星期五9/24</b></blockquote></p><p> Kansas City Southernhosts a special shareholder meeting to vote on a proposed merger withCanadian Pacific Railway.</p><p><blockquote>堪萨斯城南方铁路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":{".DJI":"道琼斯","COST":"好市多","FDX":"联邦快递",".SPX":"S&P 500 Index","CRM":"赛富时",".IXIC":"NASDAQ Composite","ADBE":"Adobe","NKE":"耐克"},"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":{".DJI":0.9,".SPX":0.9,"NKE":0.9,".IXIC":0.9,"FDX":0.9,"ADBE":0.9,"COST":0.9,"CRM":0.9}},"isVote":1,"tweetType":1,"viewCount":403,"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,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"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":1960,"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,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"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":2968,"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,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"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.laohu8.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>苹果很失望,但很快就反弹了。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太久。这是苹果公司股价早在周五就反弹的最有可能的原因。</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,苹果公布的第四财季业绩多年来首次落后于市场普遍预期。尽管大多数公司认为收入增长了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高达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暂的损失。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,我们回顾一下华尔街专家对苹果盈利的一些主要看法。</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报告了13位在苹果上发表盈利评论的分析师。其中,没有人改变对苹果公司股票的评级,该评级仍为“适度买入”:大约四分之三的人仍然建议购买该股票。</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>来自Wedbush的传统乐观分析师Dan Ives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“短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应该会转化为2022年的销售延迟。</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>摩根士丹利的凯蒂·休伯蒂(Katy Huberty)是另一位直言不讳的公牛,我喜欢关注她富有洞察力的观点和分析。她将AAPL股票的目标价下调了2美元,至164美元,但仍指出未来仍有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>这位分析师表示,“供应限制将成为苹果9月份季度收益报告后的头条新闻”,这可能会暂时抑制估值和股价。但她发表了另外两条听起来更加乐观的评论:(1)指导评论意味着第一财季收入应该符合共识,以及(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,并认为下行风险超过10%。尽管如此,尽管面临挑战,这位专家似乎还是对第一财季6%至9%的稳健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·梅文的看法</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>投资者已经习惯于看到苹果在过去几年中实现令人印象深刻的盈利超出预期,在COVID-19危机期间更是如此。出于这个原因,最近的收入失误一定感觉就像在冰冷的水中浸泡一样。</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,苹果最近的表现仍然令人印象深刻。尽管存在所有供应链问题,但收入仍增长了29%,尽管与2020年相比较轻松。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的拖累,苹果的每股收益可能会再次增长。</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,我仍然发现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>苹果很失望,但很快就反弹了。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>苹果很失望,但很快就反弹了。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太久。这是苹果公司股价早在周五就反弹的最有可能的原因。</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,苹果公布的第四财季业绩多年来首次落后于市场普遍预期。尽管大多数公司认为收入增长了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高达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暂的损失。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,我们回顾一下华尔街专家对苹果盈利的一些主要看法。</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报告了13位在苹果上发表盈利评论的分析师。其中,没有人改变对苹果公司股票的评级,该评级仍为“适度买入”:大约四分之三的人仍然建议购买该股票。</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>来自Wedbush的传统乐观分析师Dan Ives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“短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应该会转化为2022年的销售延迟。</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>摩根士丹利的凯蒂·休伯蒂(Katy Huberty)是另一位直言不讳的公牛,我喜欢关注她富有洞察力的观点和分析。她将AAPL股票的目标价下调了2美元,至164美元,但仍指出未来仍有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>这位分析师表示,“供应限制将成为苹果9月份季度收益报告后的头条新闻”,这可能会暂时抑制估值和股价。但她发表了另外两条听起来更加乐观的评论:(1)指导评论意味着第一财季收入应该符合共识,以及(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,并认为下行风险超过10%。尽管如此,尽管面临挑战,这位专家似乎还是对第一财季6%至9%的稳健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·梅文的看法</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>投资者已经习惯于看到苹果在过去几年中实现令人印象深刻的盈利超出预期,在COVID-19危机期间更是如此。出于这个原因,最近的收入失误一定感觉就像在冰冷的水中浸泡一样。</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,苹果最近的表现仍然令人印象深刻。尽管存在所有供应链问题,但收入仍增长了29%,尽管与2020年相比较轻松。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的拖累,苹果的每股收益可能会再次增长。</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,我仍然发现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":2860,"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,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"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":871,"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,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"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.laohu8.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>尽管不利因素正在消退,AMC股票仍将在股市上大幅下跌</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>AMC股票才会受到影响,上座率的上升需要达到大流行前的水平。9月初,连锁电影院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>尽管不利因素正在消退,AMC股票仍将在股市上大幅下跌</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>尽管不利因素正在消退,AMC股票仍将在股市上大幅下跌</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>AMC股票才会受到影响,上座率的上升需要达到大流行前的水平。9月初,连锁电影院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":755,"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,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"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":534,"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,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"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":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","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,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"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.laohu8.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>苹果的反弹如何给Berkshire Hathaway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Berkshire Hathaway来说是一个福音,Berkshire Hathaway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)最近的上涨通过提高公司的股东权益或账面价值,使伯克希尔股票(BRK.A和BRK.B)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。截至第三季度末,每股A类股账面价值约为316,000美元。<i>巴伦周刊</i>一直看好伯克希尔,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约1.4倍的平均值,但高于2020年底1.2倍的市盈率。</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>Berkshire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1510亿美元。周二,苹果股价上涨3.2%,至165.30美元,顶住了整体市场的大幅下跌。</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>苹果现在几乎占了伯克希尔股票投资组合的一半。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)这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>Berkshire购买苹果股票的成本为310亿美元,约合每股35美元,该股票主要是在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的最大收益。</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>持有的股权和伯克希尔持有的1490亿美元现金占该公司市值的近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>伯克希尔确实有大约400亿美元的债务和其他借款,按其保险和其他业务的评级计算。它还承担重大保险责任。</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>巴伦周刊</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>随着伯克希尔股价近期下跌,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,但今年对伯克希尔来说是个好年景,在盈利增长和股票投资组合收益的推动下,账面价值将增长约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>在今年早些时候超越标准普尔500指数后,伯克希尔现在落后于该指数,今年迄今的涨幅约为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方面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>苹果的反弹如何给Berkshire Hathaway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>苹果的反弹如何给Berkshire Hathaway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Berkshire Hathaway来说是一个福音,Berkshire Hathaway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)最近的上涨通过提高公司的股东权益或账面价值,使伯克希尔股票(BRK.A和BRK.B)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。截至第三季度末,每股A类股账面价值约为316,000美元。<i>巴伦周刊</i>一直看好伯克希尔,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约1.4倍的平均值,但高于2020年底1.2倍的市盈率。</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>Berkshire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1510亿美元。周二,苹果股价上涨3.2%,至165.30美元,顶住了整体市场的大幅下跌。</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>苹果现在几乎占了伯克希尔股票投资组合的一半。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)这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>Berkshire购买苹果股票的成本为310亿美元,约合每股35美元,该股票主要是在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的最大收益。</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>持有的股权和伯克希尔持有的1490亿美元现金占该公司市值的近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>伯克希尔确实有大约400亿美元的债务和其他借款,按其保险和其他业务的评级计算。它还承担重大保险责任。</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>巴伦周刊</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>随着伯克希尔股价近期下跌,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,但今年对伯克希尔来说是个好年景,在盈利增长和股票投资组合收益的推动下,账面价值将增长约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>在今年早些时候超越标准普尔500指数后,伯克希尔现在落后于该指数,今年迄今的涨幅约为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方面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","BRK.A":"伯克希尔","AAPL":"苹果"},"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":{"AAPL":0.9,"BRK.A":0.9,"BRK.B":0.9}},"isVote":1,"tweetType":1,"viewCount":1918,"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,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"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.laohu8.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:现金用完会发生什么?</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。对于大多数苹果股票来说,这种说法听起来可能是lucrac(<b>AAPL</b>)投资者,因为库比蒂诺公司在过去多年里一直是一台现金产生机。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,这位苹果专家谈论了这家iPhone制造商曾经庞大的现金储备发生了什么,以及余额下降对股东可能意味着什么。</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>公平地说,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将会枯竭。这仅仅意味着该公司的债务余额将大致抵消其现金状况,即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年以来苹果总现金(蓝色条)和净现金(橙色条)余额的演变。十年前,时任首席执行官史蒂夫·乔布斯卸任,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:苹果2012-2021财年的现金状况。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,该公司拥有其账簿中有史以来最大的总现金余额和债务净额现金余额。但从那以后,这两个数字都在减少。今年720亿美元的净现金还不到大约四年前的一半。</blockquote></p><p> <b>What happens when cash runs out?</b></p><p><blockquote><b>现金用完会怎么样?</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谨慎。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),但回购却飙升。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:苹果按主要类别划分的现金部署。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,有理由预计股票退出的速度也会下降。这不仅是因为资产负债表更加精简,还因为苹果公司股票如今的交易价格要高得多——因此,苹果回购每股自己股权的成本更高。</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?过去十年,苹果的流通股减少了100亿股,至167亿股。股票数量是EPS(每股收益)的分母,EPS是市盈率的分母。因此,仅回购就可能是苹果股价过去几年上涨的很大一部分原因。</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,苹果可以以其目前的净现金余额再出售约4.35亿股股票,仅占流通股的3%。此后,库比蒂诺公司可能需要缩减回购或借贷规模,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慢股票回购步伐,其股票可能会受到影响,至少是投资者情绪恶化。然而,我也认为,这只是人们应该考虑的投资论文的一个方面。</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,我对苹果股票保持乐观。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苹果公司来说是个好兆头。</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:现金用完会发生什么?</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:现金用完会发生什么?</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。对于大多数苹果股票来说,这种说法听起来可能是lucrac(<b>AAPL</b>)投资者,因为库比蒂诺公司在过去多年里一直是一台现金产生机。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,这位苹果专家谈论了这家iPhone制造商曾经庞大的现金储备发生了什么,以及余额下降对股东可能意味着什么。</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>公平地说,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将会枯竭。这仅仅意味着该公司的债务余额将大致抵消其现金状况,即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年以来苹果总现金(蓝色条)和净现金(橙色条)余额的演变。十年前,时任首席执行官史蒂夫·乔布斯卸任,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:苹果2012-2021财年的现金状况。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,该公司拥有其账簿中有史以来最大的总现金余额和债务净额现金余额。但从那以后,这两个数字都在减少。今年720亿美元的净现金还不到大约四年前的一半。</blockquote></p><p> <b>What happens when cash runs out?</b></p><p><blockquote><b>现金用完会怎么样?</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谨慎。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),但回购却飙升。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:苹果按主要类别划分的现金部署。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,有理由预计股票退出的速度也会下降。这不仅是因为资产负债表更加精简,还因为苹果公司股票如今的交易价格要高得多——因此,苹果回购每股自己股权的成本更高。</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?过去十年,苹果的流通股减少了100亿股,至167亿股。股票数量是EPS(每股收益)的分母,EPS是市盈率的分母。因此,仅回购就可能是苹果股价过去几年上涨的很大一部分原因。</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,苹果可以以其目前的净现金余额再出售约4.35亿股股票,仅占流通股的3%。此后,库比蒂诺公司可能需要缩减回购或借贷规模,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慢股票回购步伐,其股票可能会受到影响,至少是投资者情绪恶化。然而,我也认为,这只是人们应该考虑的投资论文的一个方面。</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,我对苹果股票保持乐观。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苹果公司来说是个好兆头。</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":2249,"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,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"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.laohu8.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>世卫警告新冠疫苗注射器短缺10-20亿支</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)-到2022年,接种新冠肺炎疫苗所需的注射器可能会短缺10亿到20亿支,这也可能会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>世卫警告新冠疫苗注射器短缺10-20亿支</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>世卫警告新冠疫苗注射器短缺10-20亿支</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)-到2022年,接种新冠肺炎疫苗所需的注射器可能会短缺10亿到20亿支,这也可能会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":2777,"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,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"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":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":178991190,"gmtCreate":1626778966610,"gmtModify":1631889390482,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/178991190","repostId":"1124508742","repostType":4,"repost":{"id":"1124508742","kind":"news","pubTimestamp":1626749922,"share":"https://www.laohu8.com/m/news/1124508742?lang=zh_CN&edition=full","pubTime":"2021-07-20 10:58","market":"fut","language":"en","title":"Even as Oil Plunges, Analysts Get More Bullish<blockquote>即使油价暴跌,分析师也变得更加乐观</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124508742","media":"Barrons","summary":"Oil prices were falling hard on Monday, as investors fret about demand and see supply rising more qu","content":"<p>Oil prices were falling hard on Monday, as investors fret about demand and see supply rising more quickly following an OPEC deal to restore production.</p><p><blockquote>油价周一大幅下跌,原因是投资者担心需求,并看到欧佩克达成恢复生产协议后供应增长更快。</blockquote></p><p> Despite the drop, the current setup looks as if it could help U.S. shale producers as long as they don’t make the same mistakes they did in the past. In fact, in the past few days analysts have gotten more bullish on names like oil service company Halliburton(HAL) and producerOvintiv(OVV) even amid weakness in oil stocks.</p><p><blockquote>尽管有所下降,但目前的设置看起来可以帮助美国页岩油生产商,只要他们不犯过去犯过的同样的错误。事实上,在过去几天里,即使在石油股疲软的情况下,分析师也更加看好石油服务公司哈里伯顿(HAL)和生产商罗文蒂夫(OVV)等公司。</blockquote></p><p> Brent crude futures, the international benchmark, fell 6.1%, to $69.11 a barrel, the steepest drop since March. If they close at these levels, it would be the first time Brent has traded below $70 since May. West Texas Intermediate crude futures, the U.S. benchmark, fell 6.4%, to $67.24 a barrel, also on pace for their worst decline since March.</p><p><blockquote>国际基准布伦特原油期货下跌6.1%,至每桶69.11美元,为3月份以来的最大跌幅。如果收于这些水平,这将是布伦特原油自5月份以来首次跌破70美元。美国基准西德克萨斯中质原油期货下跌6.4%,至每桶67.24美元,也将创下3月份以来的最大跌幅。</blockquote></p><p> Oil has been rising all year as the vaccine rollout has slowed the spread of Covid-19 in much of the world and demand has rebounded. But the rise of the Delta variant is now worrying investors and causing stocks around the world to slide. If countries are forced to slow their reopenings and block international travel, oil demand is likely to drop.</p><p><blockquote>随着疫苗的推出减缓了Covid-19在世界大部分地区的传播,需求也有所反弹,油价全年都在上涨。但德尔塔变异毒株的崛起现在令投资者担忧,并导致全球股市下滑。如果各国被迫放慢重新开放速度并阻止国际旅行,石油需求可能会下降。</blockquote></p><p> As the demand picture worsens, supply looks ready to pick up — potentially leading to an imbalance that hurts prices. On Sunday, the Organization of the Petroleum Exporting Countries and its allies agreed to gradually restore the 5.8 million barrels per day in production that countries had been holding off the market. They will restore production by about 400,000 barrels a day every month until it is fully restored next year.</p><p><blockquote>随着需求状况恶化,供应看起来即将回升,这可能会导致失衡,从而损害价格。周日,石油输出国组织及其盟友同意逐步恢复各国一直在市场上按兵不动的580万桶/日的产量。他们将每月恢复约40万桶/日的产量,直到明年完全恢复。</blockquote></p><p> “The commodity rally isn’t over just yet, but it will probably take a big break here,” predicts Oanda analyst Edward Moya. “WTI crude’s fundamentals still support another massive move higher, it will just take another month or so to shake off the growing risk aversion theme.”</p><p><blockquote>Oanda分析师爱德华·莫亚(Edward Moya)预测:“大宗商品涨势尚未结束,但可能会出现重大突破。”“WTI原油的基本面仍然支持再次大幅走高,只需要再过一个月左右的时间就能摆脱日益增长的避险主题。”</blockquote></p><p> The market’s bearish reaction to the OPEC deal may be overblown, because the alternative would almost certainly have been worse. The deal had been delayed because Saudi Arabia and the United Arab Emirates had disagreed about production quotas.</p><p><blockquote>市场对OPEC协议的看跌反应可能被夸大了,因为替代方案几乎肯定会更糟。由于沙特阿拉伯和阿拉伯联合酋长国在生产配额问题上存在分歧,该协议被推迟。</blockquote></p><p> The larger risk to the market had been that the two countries would split and that OPEC would be unable to hold together. In that scenario, more production could have quickly spilled into the market. “The deal will take away the tail risk in markets, particularly the oil equities, that UAE splits from OPEC/Saudi and we have a market share war,” wrote Paul Sankey of Sankey Research.</p><p><blockquote>市场面临的更大风险是两国将分裂,欧佩克将无法团结在一起。在这种情况下,更多的产量可能会迅速流入市场。桑基研究公司(Sankey Research)的保罗·桑基(Paul Sankey)写道:“该协议将消除市场(尤其是石油股)的尾部风险,即阿联酋从欧佩克/沙特分裂出去,我们将面临一场市场份额战。”</blockquote></p><p> Under the current deal, supply will remain relatively restrained and OPEC will retain its grip. Saudi Arabia has shown it wants prices to stay high, and will take action quickly to make sure that happens, as long as OPEC can hold together.</p><p><blockquote>根据目前的协议,供应将保持相对克制,欧佩克将保留其控制权。沙特阿拉伯已经表明,它希望油价保持高位,只要欧佩克能够团结一致,它将迅速采取行动确保这一情况发生。</blockquote></p><p> For oil producers, the current setup could still be profitable. The stocks of North American oil and gas producers had fallen 12% this month before Monday. Though they are up 50% for the year, they have still trailed the commodity itself by 25% since the start of 2020, <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Devin McDermott notes. He believes there is “room for a further catch-up trade” as valuations remain at a 65% discount to the broader market, versus a historical average of 30%. For a decade, producers had drilled unprofitably, pursuing a corporate strategy to increase production even if it hurt profits. That has changed this year. In the first quarter, the group produced its highest free cash flow in more than a decade.</p><p><blockquote>对于石油生产商来说,目前的设置仍然是有利可图的。北美石油和天然气生产商的股票在周一之前本月已经下跌了12%。尽管今年上涨了50%,但自2020年初以来仍落后大宗商品本身25%,<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>分析师德文·麦克德莫特指出。他认为,由于估值较大盘仍有65%的折扣,而历史平均水平为30%,因此存在“进一步追赶交易的空间”。十年来,生产商一直在无利可图的情况下钻探,追求增加产量的企业战略,即使这会损害利润。今年这种情况发生了变化。第一季度,该集团产生了十多年来最高的自由现金流。</blockquote></p><p> OPEC’s decision to continue holding production back in the months ahead is a sign that Saudi Arabia is willing to give up some market share to U.S. producers in exchange for higher prices, wrote Bank of America analyst Chase Mulvehill. That’s a “net positive for U.S. shale,” Mulvehill wrote, recommending that investors buy Halliburton to cash in on the dynamics. Halliburton is the top oil service firm in U.S. shale fields, and would benefit from more drilling and better prices. Mulvehill also upgradedNOV(NOV), an oil equipment provider, to Buy.</p><p><blockquote>美国银行分析师Chase Mulvehill写道,欧佩克决定在未来几个月继续抑制产量,这表明沙特阿拉伯愿意将一些市场份额让给美国生产商,以换取更高的价格。穆尔维希尔写道,这“对美国页岩油来说是一个净利好”,并建议投资者购买哈里伯顿公司以从这一动态中获利。哈里伯顿是美国页岩领域最大的石油服务公司,将受益于更多的钻探和更好的价格。Mulvehill还将石油设备提供商NOV(NOV)的评级上调至买入。</blockquote></p><p> McDermott of Morgan Stanley also picked several stocks to play current trends. He likesAPA(APA),Occidental Petroleum(OXY),ConocoPhillips(COP),<a href=\"https://laohu8.com/S/FANG\">Diamondback Energy</a>(FANG), and Ovintiv . Credit Suisse also upgraded Ovintiv to Outperform on Monday.</p><p><blockquote>摩根士丹利的麦克德莫特也挑选了几只股票来迎合当前的趋势。他喜欢萨帕(APA)、西方石油(OXY)、康菲石油公司(COP)、<a href=\"https://laohu8.com/S/FANG\">响尾蛇能源公司</a>(方)和Ovintiv。瑞士信贷周一也将Ovintiv的评级上调至跑赢大盘。</blockquote></p><p> Among the biggest names, McDermott likesChevron(CVX) in the near-term because the company could reinstate its buyback when it reports second-quarter earnings. In the longer-term, he likesExxon Mobil(XOM), citing its “outsize rate of change on cash flow versus peers.”</p><p><blockquote>在大牌公司中,麦克德莫特短期内看好雪佛龙(CVX),因为该公司可能会在报告第二季度收益时恢复回购。从长远来看,他喜欢埃克森美孚(XOM),理由是其“与同行相比,现金流的变化率巨大”。</blockquote></p><p></p><p> The question now is whether U.S. companies can benefit from higher prices without making the same mistakes they’ve made before — namely, expanding into areas that aren’t as profitable in order to make a quick buck. Big oil companies will start issuing their earnings reports next week, and holding conference calls. Citigroup analyst Scott Gruber says that he will be looking for a change in tone from the major oil producers, as well as key shale producers likeEOG Resources(EOG).</p><p><blockquote>现在的问题是,美国公司是否可以从更高的价格中受益,而不会犯以前犯过的同样的错误——即为了赚快钱而扩张到利润不高的领域。大型石油公司将于下周开始发布收益报告,并在评级举行会议。花旗集团分析师斯科特·格鲁伯表示,他将寻求主要石油生产商以及EOG Resources(EOG)等主要页岩油生产商改变语气。</blockquote></p><p> “If the majors target a similar pace of growth at about 5%, then we believe little would change,” he wrote. “However, Exxon and Chevron have longer term growth targets in the mid teens for the Permian which should be monitored as a shift in this direction could impact public E&P strategy.”</p><p><blockquote>“如果各大巨头的目标是5%左右的类似增长速度,那么我们认为不会有什么变化,”他写道。“然而,埃克森美孚和雪佛龙为二叠纪制定了十几岁左右的长期增长目标,应该对此进行监控,因为这一方向的转变可能会影响公共勘探与生产战略。”</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>Even as Oil Plunges, Analysts Get More Bullish<blockquote>即使油价暴跌,分析师也变得更加乐观</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\">\nEven as Oil Plunges, Analysts Get More Bullish<blockquote>即使油价暴跌,分析师也变得更加乐观</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-07-20 10:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Oil prices were falling hard on Monday, as investors fret about demand and see supply rising more quickly following an OPEC deal to restore production.</p><p><blockquote>油价周一大幅下跌,原因是投资者担心需求,并看到欧佩克达成恢复生产协议后供应增长更快。</blockquote></p><p> Despite the drop, the current setup looks as if it could help U.S. shale producers as long as they don’t make the same mistakes they did in the past. In fact, in the past few days analysts have gotten more bullish on names like oil service company Halliburton(HAL) and producerOvintiv(OVV) even amid weakness in oil stocks.</p><p><blockquote>尽管有所下降,但目前的设置看起来可以帮助美国页岩油生产商,只要他们不犯过去犯过的同样的错误。事实上,在过去几天里,即使在石油股疲软的情况下,分析师也更加看好石油服务公司哈里伯顿(HAL)和生产商罗文蒂夫(OVV)等公司。</blockquote></p><p> Brent crude futures, the international benchmark, fell 6.1%, to $69.11 a barrel, the steepest drop since March. If they close at these levels, it would be the first time Brent has traded below $70 since May. West Texas Intermediate crude futures, the U.S. benchmark, fell 6.4%, to $67.24 a barrel, also on pace for their worst decline since March.</p><p><blockquote>国际基准布伦特原油期货下跌6.1%,至每桶69.11美元,为3月份以来的最大跌幅。如果收于这些水平,这将是布伦特原油自5月份以来首次跌破70美元。美国基准西德克萨斯中质原油期货下跌6.4%,至每桶67.24美元,也将创下3月份以来的最大跌幅。</blockquote></p><p> Oil has been rising all year as the vaccine rollout has slowed the spread of Covid-19 in much of the world and demand has rebounded. But the rise of the Delta variant is now worrying investors and causing stocks around the world to slide. If countries are forced to slow their reopenings and block international travel, oil demand is likely to drop.</p><p><blockquote>随着疫苗的推出减缓了Covid-19在世界大部分地区的传播,需求也有所反弹,油价全年都在上涨。但德尔塔变异毒株的崛起现在令投资者担忧,并导致全球股市下滑。如果各国被迫放慢重新开放速度并阻止国际旅行,石油需求可能会下降。</blockquote></p><p> As the demand picture worsens, supply looks ready to pick up — potentially leading to an imbalance that hurts prices. On Sunday, the Organization of the Petroleum Exporting Countries and its allies agreed to gradually restore the 5.8 million barrels per day in production that countries had been holding off the market. They will restore production by about 400,000 barrels a day every month until it is fully restored next year.</p><p><blockquote>随着需求状况恶化,供应看起来即将回升,这可能会导致失衡,从而损害价格。周日,石油输出国组织及其盟友同意逐步恢复各国一直在市场上按兵不动的580万桶/日的产量。他们将每月恢复约40万桶/日的产量,直到明年完全恢复。</blockquote></p><p> “The commodity rally isn’t over just yet, but it will probably take a big break here,” predicts Oanda analyst Edward Moya. “WTI crude’s fundamentals still support another massive move higher, it will just take another month or so to shake off the growing risk aversion theme.”</p><p><blockquote>Oanda分析师爱德华·莫亚(Edward Moya)预测:“大宗商品涨势尚未结束,但可能会出现重大突破。”“WTI原油的基本面仍然支持再次大幅走高,只需要再过一个月左右的时间就能摆脱日益增长的避险主题。”</blockquote></p><p> The market’s bearish reaction to the OPEC deal may be overblown, because the alternative would almost certainly have been worse. The deal had been delayed because Saudi Arabia and the United Arab Emirates had disagreed about production quotas.</p><p><blockquote>市场对OPEC协议的看跌反应可能被夸大了,因为替代方案几乎肯定会更糟。由于沙特阿拉伯和阿拉伯联合酋长国在生产配额问题上存在分歧,该协议被推迟。</blockquote></p><p> The larger risk to the market had been that the two countries would split and that OPEC would be unable to hold together. In that scenario, more production could have quickly spilled into the market. “The deal will take away the tail risk in markets, particularly the oil equities, that UAE splits from OPEC/Saudi and we have a market share war,” wrote Paul Sankey of Sankey Research.</p><p><blockquote>市场面临的更大风险是两国将分裂,欧佩克将无法团结在一起。在这种情况下,更多的产量可能会迅速流入市场。桑基研究公司(Sankey Research)的保罗·桑基(Paul Sankey)写道:“该协议将消除市场(尤其是石油股)的尾部风险,即阿联酋从欧佩克/沙特分裂出去,我们将面临一场市场份额战。”</blockquote></p><p> Under the current deal, supply will remain relatively restrained and OPEC will retain its grip. Saudi Arabia has shown it wants prices to stay high, and will take action quickly to make sure that happens, as long as OPEC can hold together.</p><p><blockquote>根据目前的协议,供应将保持相对克制,欧佩克将保留其控制权。沙特阿拉伯已经表明,它希望油价保持高位,只要欧佩克能够团结一致,它将迅速采取行动确保这一情况发生。</blockquote></p><p> For oil producers, the current setup could still be profitable. The stocks of North American oil and gas producers had fallen 12% this month before Monday. Though they are up 50% for the year, they have still trailed the commodity itself by 25% since the start of 2020, <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Devin McDermott notes. He believes there is “room for a further catch-up trade” as valuations remain at a 65% discount to the broader market, versus a historical average of 30%. For a decade, producers had drilled unprofitably, pursuing a corporate strategy to increase production even if it hurt profits. That has changed this year. In the first quarter, the group produced its highest free cash flow in more than a decade.</p><p><blockquote>对于石油生产商来说,目前的设置仍然是有利可图的。北美石油和天然气生产商的股票在周一之前本月已经下跌了12%。尽管今年上涨了50%,但自2020年初以来仍落后大宗商品本身25%,<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>分析师德文·麦克德莫特指出。他认为,由于估值较大盘仍有65%的折扣,而历史平均水平为30%,因此存在“进一步追赶交易的空间”。十年来,生产商一直在无利可图的情况下钻探,追求增加产量的企业战略,即使这会损害利润。今年这种情况发生了变化。第一季度,该集团产生了十多年来最高的自由现金流。</blockquote></p><p> OPEC’s decision to continue holding production back in the months ahead is a sign that Saudi Arabia is willing to give up some market share to U.S. producers in exchange for higher prices, wrote Bank of America analyst Chase Mulvehill. That’s a “net positive for U.S. shale,” Mulvehill wrote, recommending that investors buy Halliburton to cash in on the dynamics. Halliburton is the top oil service firm in U.S. shale fields, and would benefit from more drilling and better prices. Mulvehill also upgradedNOV(NOV), an oil equipment provider, to Buy.</p><p><blockquote>美国银行分析师Chase Mulvehill写道,欧佩克决定在未来几个月继续抑制产量,这表明沙特阿拉伯愿意将一些市场份额让给美国生产商,以换取更高的价格。穆尔维希尔写道,这“对美国页岩油来说是一个净利好”,并建议投资者购买哈里伯顿公司以从这一动态中获利。哈里伯顿是美国页岩领域最大的石油服务公司,将受益于更多的钻探和更好的价格。Mulvehill还将石油设备提供商NOV(NOV)的评级上调至买入。</blockquote></p><p> McDermott of Morgan Stanley also picked several stocks to play current trends. He likesAPA(APA),Occidental Petroleum(OXY),ConocoPhillips(COP),<a href=\"https://laohu8.com/S/FANG\">Diamondback Energy</a>(FANG), and Ovintiv . Credit Suisse also upgraded Ovintiv to Outperform on Monday.</p><p><blockquote>摩根士丹利的麦克德莫特也挑选了几只股票来迎合当前的趋势。他喜欢萨帕(APA)、西方石油(OXY)、康菲石油公司(COP)、<a href=\"https://laohu8.com/S/FANG\">响尾蛇能源公司</a>(方)和Ovintiv。瑞士信贷周一也将Ovintiv的评级上调至跑赢大盘。</blockquote></p><p> Among the biggest names, McDermott likesChevron(CVX) in the near-term because the company could reinstate its buyback when it reports second-quarter earnings. In the longer-term, he likesExxon Mobil(XOM), citing its “outsize rate of change on cash flow versus peers.”</p><p><blockquote>在大牌公司中,麦克德莫特短期内看好雪佛龙(CVX),因为该公司可能会在报告第二季度收益时恢复回购。从长远来看,他喜欢埃克森美孚(XOM),理由是其“与同行相比,现金流的变化率巨大”。</blockquote></p><p></p><p> The question now is whether U.S. companies can benefit from higher prices without making the same mistakes they’ve made before — namely, expanding into areas that aren’t as profitable in order to make a quick buck. Big oil companies will start issuing their earnings reports next week, and holding conference calls. Citigroup analyst Scott Gruber says that he will be looking for a change in tone from the major oil producers, as well as key shale producers likeEOG Resources(EOG).</p><p><blockquote>现在的问题是,美国公司是否可以从更高的价格中受益,而不会犯以前犯过的同样的错误——即为了赚快钱而扩张到利润不高的领域。大型石油公司将于下周开始发布收益报告,并在评级举行会议。花旗集团分析师斯科特·格鲁伯表示,他将寻求主要石油生产商以及EOG Resources(EOG)等主要页岩油生产商改变语气。</blockquote></p><p> “If the majors target a similar pace of growth at about 5%, then we believe little would change,” he wrote. “However, Exxon and Chevron have longer term growth targets in the mid teens for the Permian which should be monitored as a shift in this direction could impact public E&P strategy.”</p><p><blockquote>“如果各大巨头的目标是5%左右的类似增长速度,那么我们认为不会有什么变化,”他写道。“然而,埃克森美孚和雪佛龙为二叠纪制定了十几岁左右的长期增长目标,应该对此进行监控,因为这一方向的转变可能会影响公共勘探与生产战略。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/oil-prices-plunges-analysts-bullish-51626715267?siteid=yhoof2\">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":{"HAL":"哈里伯顿","COP":"康菲石油","OXY":"西方石油","FANG":"Diamondback Energy","OVV":"Ovintiv Inc.","APA":"阿帕契","08100":"名科国际"},"source_url":"https://www.barrons.com/articles/oil-prices-plunges-analysts-bullish-51626715267?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124508742","content_text":"Oil prices were falling hard on Monday, as investors fret about demand and see supply rising more quickly following an OPEC deal to restore production.\nDespite the drop, the current setup looks as if it could help U.S. shale producers as long as they don’t make the same mistakes they did in the past. In fact, in the past few days analysts have gotten more bullish on names like oil service company Halliburton(HAL) and producerOvintiv(OVV) even amid weakness in oil stocks.\nBrent crude futures, the international benchmark, fell 6.1%, to $69.11 a barrel, the steepest drop since March. If they close at these levels, it would be the first time Brent has traded below $70 since May. West Texas Intermediate crude futures, the U.S. benchmark, fell 6.4%, to $67.24 a barrel, also on pace for their worst decline since March.\nOil has been rising all year as the vaccine rollout has slowed the spread of Covid-19 in much of the world and demand has rebounded. But the rise of the Delta variant is now worrying investors and causing stocks around the world to slide. If countries are forced to slow their reopenings and block international travel, oil demand is likely to drop.\nAs the demand picture worsens, supply looks ready to pick up — potentially leading to an imbalance that hurts prices. On Sunday, the Organization of the Petroleum Exporting Countries and its allies agreed to gradually restore the 5.8 million barrels per day in production that countries had been holding off the market. They will restore production by about 400,000 barrels a day every month until it is fully restored next year.\n“The commodity rally isn’t over just yet, but it will probably take a big break here,” predicts Oanda analyst Edward Moya. “WTI crude’s fundamentals still support another massive move higher, it will just take another month or so to shake off the growing risk aversion theme.”\nThe market’s bearish reaction to the OPEC deal may be overblown, because the alternative would almost certainly have been worse. The deal had been delayed because Saudi Arabia and the United Arab Emirates had disagreed about production quotas.\nThe larger risk to the market had been that the two countries would split and that OPEC would be unable to hold together. In that scenario, more production could have quickly spilled into the market. “The deal will take away the tail risk in markets, particularly the oil equities, that UAE splits from OPEC/Saudi and we have a market share war,” wrote Paul Sankey of Sankey Research.\nUnder the current deal, supply will remain relatively restrained and OPEC will retain its grip. Saudi Arabia has shown it wants prices to stay high, and will take action quickly to make sure that happens, as long as OPEC can hold together.\nFor oil producers, the current setup could still be profitable. The stocks of North American oil and gas producers had fallen 12% this month before Monday. Though they are up 50% for the year, they have still trailed the commodity itself by 25% since the start of 2020, Morgan Stanley analyst Devin McDermott notes. He believes there is “room for a further catch-up trade” as valuations remain at a 65% discount to the broader market, versus a historical average of 30%. For a decade, producers had drilled unprofitably, pursuing a corporate strategy to increase production even if it hurt profits. That has changed this year. In the first quarter, the group produced its highest free cash flow in more than a decade.\nOPEC’s decision to continue holding production back in the months ahead is a sign that Saudi Arabia is willing to give up some market share to U.S. producers in exchange for higher prices, wrote Bank of America analyst Chase Mulvehill. That’s a “net positive for U.S. shale,” Mulvehill wrote, recommending that investors buy Halliburton to cash in on the dynamics. Halliburton is the top oil service firm in U.S. shale fields, and would benefit from more drilling and better prices. Mulvehill also upgradedNOV(NOV), an oil equipment provider, to Buy.\nMcDermott of Morgan Stanley also picked several stocks to play current trends. He likesAPA(APA),Occidental Petroleum(OXY),ConocoPhillips(COP),Diamondback Energy(FANG), and Ovintiv . Credit Suisse also upgraded Ovintiv to Outperform on Monday.\nAmong the biggest names, McDermott likesChevron(CVX) in the near-term because the company could reinstate its buyback when it reports second-quarter earnings. In the longer-term, he likesExxon Mobil(XOM), citing its “outsize rate of change on cash flow versus peers.”\nThe question now is whether U.S. companies can benefit from higher prices without making the same mistakes they’ve made before — namely, expanding into areas that aren’t as profitable in order to make a quick buck. Big oil companies will start issuing their earnings reports next week, and holding conference calls. Citigroup analyst Scott Gruber says that he will be looking for a change in tone from the major oil producers, as well as key shale producers likeEOG Resources(EOG).\n“If the majors target a similar pace of growth at about 5%, then we believe little would change,” he wrote. “However, Exxon and Chevron have longer term growth targets in the mid teens for the Permian which should be monitored as a shift in this direction could impact public E&P strategy.”","news_type":1,"symbols_score_info":{"FANG":0.9,"APA":0.9,"OXY":0.9,"COP":0.9,"08100":0.9,"OVV":0.9,"HAL":0.9}},"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151384629,"gmtCreate":1625064065261,"gmtModify":1631883984903,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"htmlText":"One of the best stock on discounted price","listText":"One of the best stock on discounted price","text":"One of the best stock on discounted price","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151384629","repostId":"1179476522","repostType":4,"isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120067130,"gmtCreate":1624288832220,"gmtModify":1631889390493,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"htmlText":"Good article especially for the elderly 👍","listText":"Good article especially for the elderly 👍","text":"Good article especially for the elderly 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120067130","repostId":"1179870522","repostType":4,"isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342814673,"gmtCreate":1618197901592,"gmtModify":1631889390518,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"htmlText":"Fundamental stil solid","listText":"Fundamental stil solid","text":"Fundamental stil solid","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342814673","repostId":"2126051573","repostType":2,"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":602572045,"gmtCreate":1639049595452,"gmtModify":1639050308951,"author":{"id":"3575311552142146","authorId":"3575311552142146","name":"myLaohor","avatar":"https://static.tigerbbs.com/1ee11e351b6ef6ec0c8751da005b4a83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"htmlText":"Hello, 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.laohu8.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>这款广受欢迎、易于使用的界面在第三季度末的资产飙升至2550亿美元,比一年前的360亿美元增长了七倍。尽管涨幅巨大,但其股价表现并不出色,较4月份直接上市首次亮相时下跌了约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>作为加密货币的镐铲游戏,Coinbase有潜力成为一项重大的获胜投资,无论是否<b>比特币</b>保持其主导地位或<b>索拉纳</b>or<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,这仍然是一部糟糕的戏剧,还没有达到预期的效果,这是有原因的。下面,您可以分为熊市和牛市两种情况,以确定这是否是为您的投资组合购买该加密货币市场的最佳时机。</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>Coinbase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>作为投资者,Coinbase有很多值得喜欢的地方——直到你开始放大成为一名加密货币交易者。Coinbase是连加密货币局外人都知道的主流名称,平台上拥有2550亿美元的资产,这是可以理解的。不幸的是,这更像是训练轮上的加密货币投资。这是一个像小鸟一样叽叽喳喳的鸟巢,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用很高的平台,出现问题时客户服务不确定的历史,以及从投资中产生被动收入的选择有限。您可能会认为,您可以在质押的以太币上每年赚取4.5%,这很好,但前提是您将其锁定,直到世界上第二大价值的数字货币完成向工作证明的迁移。您可以在几个较小的平台上赚取超过4.5%的收益,而不必等待没有实际日期的事件来重新访问您的加密货币。您可能会认为Coinbase将成为收益率的领导者<b>美元硬币</b>,它创造的与美元挂钩的稳定币。没有。你每年只能赚0.15%,而在其他平台上你可以赚到超过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及其高利润率所吸引的股票投资者可能希望仔细看看其令人惊讶的低市盈率。它充满了一次性收益和一场极不可能被复制的完美风暴。分析师预计明年的盈利将大致减半。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880万增加到第三季度的740万。其最新报告中的交易量低于前两个季度。酷窝。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>即使在加密货币世界,耐心也是投资者的美德。尽管比特币增长了80亿<b>柴犬</b>仅在2021年,Coinbase就飙升了5300万%,尽管Coinbase实际上较高点下跌了38%,但长期前景是合理的。</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crypto的早期,波动应该是意料之中的,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Rick指出的,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仍报告称,每月有740万交易用户帮助其创造了12亿美元的收入,这是连续第三个季度收入超过10亿美元。该公司公布的调整后息税折旧摊销前利润(EBITDA)为6.12亿美元,利润率高达50%,令人惊叹。</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,并且有坚实的基础,尽管我不反对里克的观点,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,届时调整后的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>Coinbase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。对于投资者来说,这是一个有可能翻倍、三倍甚至成为十倍的加密货币名称,只要他们有耐心度过难关。</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>这款广受欢迎、易于使用的界面在第三季度末的资产飙升至2550亿美元,比一年前的360亿美元增长了七倍。尽管涨幅巨大,但其股价表现并不出色,较4月份直接上市首次亮相时下跌了约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>作为加密货币的镐铲游戏,Coinbase有潜力成为一项重大的获胜投资,无论是否<b>比特币</b>保持其主导地位或<b>索拉纳</b>or<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,这仍然是一部糟糕的戏剧,还没有达到预期的效果,这是有原因的。下面,您可以分为熊市和牛市两种情况,以确定这是否是为您的投资组合购买该加密货币市场的最佳时机。</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>Coinbase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>作为投资者,Coinbase有很多值得喜欢的地方——直到你开始放大成为一名加密货币交易者。Coinbase是连加密货币局外人都知道的主流名称,平台上拥有2550亿美元的资产,这是可以理解的。不幸的是,这更像是训练轮上的加密货币投资。这是一个像小鸟一样叽叽喳喳的鸟巢,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用很高的平台,出现问题时客户服务不确定的历史,以及从投资中产生被动收入的选择有限。您可能会认为,您可以在质押的以太币上每年赚取4.5%,这很好,但前提是您将其锁定,直到世界上第二大价值的数字货币完成向工作证明的迁移。您可以在几个较小的平台上赚取超过4.5%的收益,而不必等待没有实际日期的事件来重新访问您的加密货币。您可能会认为Coinbase将成为收益率的领导者<b>美元硬币</b>,它创造的与美元挂钩的稳定币。没有。你每年只能赚0.15%,而在其他平台上你可以赚到超过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及其高利润率所吸引的股票投资者可能希望仔细看看其令人惊讶的低市盈率。它充满了一次性收益和一场极不可能被复制的完美风暴。分析师预计明年的盈利将大致减半。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880万增加到第三季度的740万。其最新报告中的交易量低于前两个季度。酷窝。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>即使在加密货币世界,耐心也是投资者的美德。尽管比特币增长了80亿<b>柴犬</b>仅在2021年,Coinbase就飙升了5300万%,尽管Coinbase实际上较高点下跌了38%,但长期前景是合理的。</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crypto的早期,波动应该是意料之中的,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Rick指出的,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仍报告称,每月有740万交易用户帮助其创造了12亿美元的收入,这是连续第三个季度收入超过10亿美元。该公司公布的调整后息税折旧摊销前利润(EBITDA)为6.12亿美元,利润率高达50%,令人惊叹。</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,并且有坚实的基础,尽管我不反对里克的观点,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,届时调整后的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>Coinbase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。对于投资者来说,这是一个有可能翻倍、三倍甚至成为十倍的加密货币名称,只要他们有耐心度过难关。</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":3053,"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,"authorIdStr":"3575311552142146","idStr":"3575311552142146"},"themes":[],"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.laohu8.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收视率来了。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的估值很高,但华尔街对其前景持乐观态度,并认为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前观察的25天静默期结束。现在,截至周一上午,10位分析师对Rivian(股票代码:RIVN)进行了新的评级。七股买入。持有三种利率股票。</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股票尚未对新的购买做出反应。盘前交易中股价下跌约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)的买入评级仅为48%。与电动汽车领导者的股票相比,华尔街更喜欢Rivian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>布林克曼将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,布林克曼将特斯拉股票评级为卖出,并将该股的目标价定为250美元。布林克曼的特斯拉目标价意味着特斯拉股票价值约2500亿美元。这是Rivian的两倍半,但特斯拉已实现盈利,预计2022年销售额将达到约700亿美元。预计Rivian 2022年的销售额将不到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>其中一个新的买入评级来自贝尔德。贝尔德分析师乔治·贾纳里卡斯在他的发布报告中写道:“克拉克·肯特竞相追赶钢铁侠。”这指的是Rivian首席执行官R.J.Scaringe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Elon Musk过去曾被比作现实生活中的Tony Stark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>“Rivian有机会强大地挑战特斯拉的市场主导地位,”贾纳里卡斯补充道。“该公司采用了一种有前途的垂直整合方法,并通过其稳健的资产负债表、亚马逊合作伙伴关系和强大的招聘来加强。”Rivian正在其新工厂生产卡车和SUV。更重要的是,Amazon.com(AMZN)是Rivian的支持者,已经订购了10万辆该公司的电动送货车。</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也看好特斯拉股票,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。RBC分析师Joseph Spak将Rivian股票评级为买入。他的目标价是每股165美元的华尔街高点。</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>斯帕克在他的报道发布报告中写道:“Rivian拥有定义类别的车辆,重点关注关键的卡车细分市场,到本世纪末,该细分市场的[平均年收入增长]应达到50%。”“全新的方法和强大的技术将使[公司]最终能够将该车辆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Rivian 2022年的销售额将达到34亿美元。他预测2030年的销售额为860亿美元。虽然斯帕克对Rivian的评级为“买入”,但他对特斯拉股票的评级为“持有”,并将该股的目标价定为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是同时看好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股票进行了买入评级,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>未来几天或几个小时内应该会有更多的评级公布,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,较周五收盘价上涨约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收视率来了。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收视率来了。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的估值很高,但华尔街对其前景持乐观态度,并认为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前观察的25天静默期结束。现在,截至周一上午,10位分析师对Rivian(股票代码:RIVN)进行了新的评级。七股买入。持有三种利率股票。</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股票尚未对新的购买做出反应。盘前交易中股价下跌约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)的买入评级仅为48%。与电动汽车领导者的股票相比,华尔街更喜欢Rivian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>布林克曼将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,布林克曼将特斯拉股票评级为卖出,并将该股的目标价定为250美元。布林克曼的特斯拉目标价意味着特斯拉股票价值约2500亿美元。这是Rivian的两倍半,但特斯拉已实现盈利,预计2022年销售额将达到约700亿美元。预计Rivian 2022年的销售额将不到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>其中一个新的买入评级来自贝尔德。贝尔德分析师乔治·贾纳里卡斯在他的发布报告中写道:“克拉克·肯特竞相追赶钢铁侠。”这指的是Rivian首席执行官R.J.Scaringe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Elon Musk过去曾被比作现实生活中的Tony Stark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>“Rivian有机会强大地挑战特斯拉的市场主导地位,”贾纳里卡斯补充道。“该公司采用了一种有前途的垂直整合方法,并通过其稳健的资产负债表、亚马逊合作伙伴关系和强大的招聘来加强。”Rivian正在其新工厂生产卡车和SUV。更重要的是,Amazon.com(AMZN)是Rivian的支持者,已经订购了10万辆该公司的电动送货车。</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也看好特斯拉股票,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。RBC分析师Joseph Spak将Rivian股票评级为买入。他的目标价是每股165美元的华尔街高点。</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>斯帕克在他的报道发布报告中写道:“Rivian拥有定义类别的车辆,重点关注关键的卡车细分市场,到本世纪末,该细分市场的[平均年收入增长]应达到50%。”“全新的方法和强大的技术将使[公司]最终能够将该车辆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Rivian 2022年的销售额将达到34亿美元。他预测2030年的销售额为860亿美元。虽然斯帕克对Rivian的评级为“买入”,但他对特斯拉股票的评级为“持有”,并将该股的目标价定为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是同时看好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股票进行了买入评级,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>未来几天或几个小时内应该会有更多的评级公布,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,较周五收盘价上涨约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":2060,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}