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2021-06-10

Tell me your opinion about this news...

U.S. stocks gained in Thursday open. Chinese Education Stocks soared<blockquote>美国股市周四开盘上涨。中国教育股飙升</blockquote>

2021-05-24

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2021-05-17

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2021-05-12

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2021-05-10

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2021-05-07

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Under Armour Posts a Q1 Massive Sales Increase. Is It Back in the Game?<blockquote>Under Armour公布第一季度销售额大幅增长。它又回到游戏中了吗？</blockquote>

2021-05-07

Green days??

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2021-05-06

🥲

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2021-05-06

Where have the greens disappeared to?

This Day In Market History: Panic Of 1893 Crashes Stock Market<blockquote>市场历史上的这一天：1893年的恐慌导致股市崩盘</blockquote>

2021-05-04

Time to join in too?

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2021-05-03

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2021-04-29

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Tesla Haters Are Harping on Emissions Credit Sales. Investors Shouldn’t Worry.<blockquote>特斯拉的仇恨者正在喋喋不休地谈论排放信用额的销售。投资者不必担心。</blockquote>

2021-04-27

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AMD earnings: Are data center owners ‘digesting’ or just not buying Intel chips?<blockquote>AMD收益：数据中心所有者是在“消化”还是只是不购买英特尔芯片？</blockquote>

2021-04-25

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2021-04-24

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2021-04-23

RIP

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2021-04-22

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2021-04-21

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2021-04-19

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2021-04-17

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Chinese Education Stocks soared<blockquote>美国股市周四开盘上涨。中国教育股飙升</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180064020","media":"Tiger Newspress","summary":"(June 10) U.S. stocks gained in Thursday open. Chinese Education Stocks soared.\nAirline stocks rally","content":"<p>(June 10)&nbsp;U.S. stocks gained in Thursday open.&nbsp;Chinese Education Stocks soared.</p><p><blockquote>（6月10日）美国。股市周四开盘上涨。中国教育股飙升。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3319d3b4d9de022c9ba1cf2e2452ee50\" tg-width=\"307\" tg-height=\"241\" referrerpolicy=\"no-referrer\">Airline stocks rally.</p><p><blockquote>航空股上涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/918397d0861786d9643834f404915b8f\" tg-width=\"303\" tg-height=\"364\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Video-game retailer and meme stock GameStop fell over 6%&nbsp;in morning trading even after the company tapped formerAmazon executive Matt Furlong to be its next CEOand said that sales rose 25% last quarter. The company also said it may sell up to 5 million additional shares.</p><p><blockquote>视频游戏零售商和meme股票游戏驿站在早盘交易中下跌超过6%，尽管该公司任命前亚马逊高管马特·弗隆(Matt Furlong)为下一任首席执行官，并表示上季度销售额增长了25%。该公司还表示，可能会额外出售最多500万股股票。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5437e23fe0b63fa6886cf840ceac1e81\" tg-width=\"700\" tg-height=\"584\" referrerpolicy=\"no-referrer\">U.S. stocks climbed on Thursday as investors shrugged off a key inflation report that showed a bigger-than-expected increase in price pressures.</p><p><blockquote>美国股市周四上涨，投资者对一份关键的通胀报告不屑一顾，该报告显示价格压力增幅大于预期。</blockquote></p><p> The Dow Jones Industrial Average rose 200 points, while theS&amp;P 500edged 0.4% higher. The Nasdaq Composite traded 0.2% higher even with bond yields rising.</p><p><blockquote>道琼斯工业平均指数上涨200点，标准普尔500指数小幅上涨0.4%。尽管债券收益率上升，纳斯达克综合指数仍上涨0.2%。</blockquote></p><p> Consumer prices for May accelerated at their fastest pace since the summer of 2008 amid the economic recovery from the pandemic-triggered recession,the Labor Department reported Thursday.</p><p><blockquote>美国劳工部周四报告称，随着经济从大流行引发的衰退中复苏，5月份消费者价格以2008年夏季以来最快的速度上涨。</blockquote></p><p> The consumer price index, which represents a basket including food, energy, groceries across a spectrum of goods, rose 5% from a year ago. Economists surveyed by Dow Jones had been expecting a gain of 4.7%.</p><p><blockquote>代表包括食品、能源、杂货在内的一篮子商品的消费者价格指数比一年前上涨了5%。道琼斯调查的经济学家此前预计涨幅为4.7%。</blockquote></p><p> Fears of spiking inflation have weighed on the stock market in the last month, with investors worried the jump in prices will raise costs for companies, spark a move higher in interest rates and cause the Federal Reserve to remove its easy money policies.</p><p><blockquote>上个月，对通胀飙升的担忧打压了股市，投资者担心价格上涨将提高企业成本，引发利率上升，并导致美联储取消宽松货币政策。</blockquote></p><p> “This CPI isn’t likely to change the narrative dramatically and there are still indications that inflation momentum is set to abate in the coming months,” Adam Crisafulli, founder of Vital Knowledge, said in a note Thursday.</p><p><blockquote>Vital Knowledge创始人亚当·克里萨富利(Adam Crisafulli)周四在一份报告中表示：“CPI不太可能大幅改变人们的说法，而且仍有迹象表明通胀势头将在未来几个月减弱。”</blockquote></p><p> Many economists also said the surge in used car costs for the month could have skewed the inflation reading. Used car and truck prices jumped more than 7%, accounting for one-third of the total increase for the month, according to the BLS. The jump in used car prices likely reflects a temporary phenomenon related to the pandemic and auto supply.</p><p><blockquote>许多经济学家还表示，本月二手车成本的飙升可能会扭曲通胀数据。根据美国劳工统计局的数据，二手车和卡车价格上涨了7%以上，占本月总涨幅的三分之一。二手车价格的上涨可能反映了与疫情和汽车供应相关的暂时现象。</blockquote></p><p> UPS shares rose about 1% in premarket trading afteran upgrade from JPMorgan. Shares of Boeing and Delta Air Lines were also higher in premarket trading.</p><p><blockquote>摩根大通上调评级后，UPS股价在盘前交易中上涨约1%。波音和达美航空的股价在盘前交易中也走高。</blockquote></p><p> U.S. markets continued to trade within a tight range on Wednesday, with all three major indexes ending the day within 0.5% of Tuesday’s closing levels. The Dow, S&amp;P 500 and Nasdaq Composite all fell during regular trading, ending the session further away from their respective all-time highs.</p><p><blockquote>美国市场周三继续窄幅震荡，三大股指当天收盘均较周二收盘水平在0.5%以内。道琼斯指数、标普500指数和纳斯达克综合指数在常规交易中均下跌，收盘时进一步远离各自的历史高点。</blockquote></p><p> The S&amp;P 500 remains closest to its benchmark and is just 0.44% away from a new all-time high. The Dow and Nasdaq are roughly 2% away from records.</p><p><blockquote>标普500仍然最接近其基准，距离历史新高仅0.44%。道琼斯指数和纳斯达克指数距离创纪录水平约2%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stocks gained in Thursday open. Chinese Education Stocks soared<blockquote>美国股市周四开盘上涨。中国教育股飙升</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. stocks gained in Thursday open. Chinese Education Stocks soared<blockquote>美国股市周四开盘上涨。中国教育股飙升</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-06-10 21:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(June 10)&nbsp;U.S. stocks gained in Thursday open.&nbsp;Chinese Education Stocks soared.</p><p><blockquote>（6月10日）美国。股市周四开盘上涨。中国教育股飙升。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3319d3b4d9de022c9ba1cf2e2452ee50\" tg-width=\"307\" tg-height=\"241\" referrerpolicy=\"no-referrer\">Airline stocks rally.</p><p><blockquote>航空股上涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/918397d0861786d9643834f404915b8f\" tg-width=\"303\" tg-height=\"364\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Video-game retailer and meme stock GameStop fell over 6%&nbsp;in morning trading even after the company tapped formerAmazon executive Matt Furlong to be its next CEOand said that sales rose 25% last quarter. The company also said it may sell up to 5 million additional shares.</p><p><blockquote>视频游戏零售商和meme股票游戏驿站在早盘交易中下跌超过6%，尽管该公司任命前亚马逊高管马特·弗隆(Matt Furlong)为下一任首席执行官，并表示上季度销售额增长了25%。该公司还表示，可能会额外出售最多500万股股票。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5437e23fe0b63fa6886cf840ceac1e81\" tg-width=\"700\" tg-height=\"584\" referrerpolicy=\"no-referrer\">U.S. stocks climbed on Thursday as investors shrugged off a key inflation report that showed a bigger-than-expected increase in price pressures.</p><p><blockquote>美国股市周四上涨，投资者对一份关键的通胀报告不屑一顾，该报告显示价格压力增幅大于预期。</blockquote></p><p> The Dow Jones Industrial Average rose 200 points, while theS&amp;P 500edged 0.4% higher. The Nasdaq Composite traded 0.2% higher even with bond yields rising.</p><p><blockquote>道琼斯工业平均指数上涨200点，标准普尔500指数小幅上涨0.4%。尽管债券收益率上升，纳斯达克综合指数仍上涨0.2%。</blockquote></p><p> Consumer prices for May accelerated at their fastest pace since the summer of 2008 amid the economic recovery from the pandemic-triggered recession,the Labor Department reported Thursday.</p><p><blockquote>美国劳工部周四报告称，随着经济从大流行引发的衰退中复苏，5月份消费者价格以2008年夏季以来最快的速度上涨。</blockquote></p><p> The consumer price index, which represents a basket including food, energy, groceries across a spectrum of goods, rose 5% from a year ago. Economists surveyed by Dow Jones had been expecting a gain of 4.7%.</p><p><blockquote>代表包括食品、能源、杂货在内的一篮子商品的消费者价格指数比一年前上涨了5%。道琼斯调查的经济学家此前预计涨幅为4.7%。</blockquote></p><p> Fears of spiking inflation have weighed on the stock market in the last month, with investors worried the jump in prices will raise costs for companies, spark a move higher in interest rates and cause the Federal Reserve to remove its easy money policies.</p><p><blockquote>上个月，对通胀飙升的担忧打压了股市，投资者担心价格上涨将提高企业成本，引发利率上升，并导致美联储取消宽松货币政策。</blockquote></p><p> “This CPI isn’t likely to change the narrative dramatically and there are still indications that inflation momentum is set to abate in the coming months,” Adam Crisafulli, founder of Vital Knowledge, said in a note Thursday.</p><p><blockquote>Vital Knowledge创始人亚当·克里萨富利(Adam Crisafulli)周四在一份报告中表示：“CPI不太可能大幅改变人们的说法，而且仍有迹象表明通胀势头将在未来几个月减弱。”</blockquote></p><p> Many economists also said the surge in used car costs for the month could have skewed the inflation reading. Used car and truck prices jumped more than 7%, accounting for one-third of the total increase for the month, according to the BLS. The jump in used car prices likely reflects a temporary phenomenon related to the pandemic and auto supply.</p><p><blockquote>许多经济学家还表示，本月二手车成本的飙升可能会扭曲通胀数据。根据美国劳工统计局的数据，二手车和卡车价格上涨了7%以上，占本月总涨幅的三分之一。二手车价格的上涨可能反映了与疫情和汽车供应相关的暂时现象。</blockquote></p><p> UPS shares rose about 1% in premarket trading afteran upgrade from JPMorgan. Shares of Boeing and Delta Air Lines were also higher in premarket trading.</p><p><blockquote>摩根大通上调评级后，UPS股价在盘前交易中上涨约1%。波音和达美航空的股价在盘前交易中也走高。</blockquote></p><p> U.S. markets continued to trade within a tight range on Wednesday, with all three major indexes ending the day within 0.5% of Tuesday’s closing levels. The Dow, S&amp;P 500 and Nasdaq Composite all fell during regular trading, ending the session further away from their respective all-time highs.</p><p><blockquote>美国市场周三继续窄幅震荡，三大股指当天收盘均较周二收盘水平在0.5%以内。道琼斯指数、标普500指数和纳斯达克综合指数在常规交易中均下跌，收盘时进一步远离各自的历史高点。</blockquote></p><p> The S&amp;P 500 remains closest to its benchmark and is just 0.44% away from a new all-time high. The Dow and Nasdaq are roughly 2% away from records.</p><p><blockquote>标普500仍然最接近其基准，距离历史新高仅0.44%。道琼斯指数和纳斯达克指数距离创纪录水平约2%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180064020","content_text":"(June 10) U.S. stocks gained in Thursday open. Chinese Education Stocks soared.\nAirline stocks rally.\n\nVideo-game retailer and meme stock GameStop fell over 6% in morning trading even after the company tapped formerAmazon executive Matt Furlong to be its next CEOand said that sales rose 25% last quarter. The company also said it may sell up to 5 million additional shares.\nU.S. stocks climbed on Thursday as investors shrugged off a key inflation report that showed a bigger-than-expected increase in price pressures.\nThe Dow Jones Industrial Average rose 200 points, while theS&P 500edged 0.4% higher. The Nasdaq Composite traded 0.2% higher even with bond yields rising.\nConsumer prices for May accelerated at their fastest pace since the summer of 2008 amid the economic recovery from the pandemic-triggered recession,the Labor Department reported Thursday.\nThe consumer price index, which represents a basket including food, energy, groceries across a spectrum of goods, rose 5% from a year ago. Economists surveyed by Dow Jones had been expecting a gain of 4.7%.\nFears of spiking inflation have weighed on the stock market in the last month, with investors worried the jump in prices will raise costs for companies, spark a move higher in interest rates and cause the Federal Reserve to remove its easy money policies.\n“This CPI isn’t likely to change the narrative dramatically and there are still indications that inflation momentum is set to abate in the coming months,” Adam Crisafulli, founder of Vital Knowledge, said in a note Thursday.\nMany economists also said the surge in used car costs for the month could have skewed the inflation reading. Used car and truck prices jumped more than 7%, accounting for one-third of the total increase for the month, according to the BLS. The jump in used car prices likely reflects a temporary phenomenon related to the pandemic and auto supply.\nUPS shares rose about 1% in premarket trading afteran upgrade from JPMorgan. Shares of Boeing and Delta Air Lines were also higher in premarket trading.\nU.S. markets continued to trade within a tight range on Wednesday, with all three major indexes ending the day within 0.5% of Tuesday’s closing levels. The Dow, S&P 500 and Nasdaq Composite all fell during regular trading, ending the session further away from their respective all-time highs.\nThe S&P 500 remains closest to its benchmark and is just 0.44% away from a new all-time high. The Dow and Nasdaq are roughly 2% away from records.","news_type":1,"symbols_score_info":{"SPY":0.9,".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":131277657,"gmtCreate":1621865513679,"gmtModify":1634185973594,"author":{"id":"3575366267501972","authorId":"3575366267501972","name":"虎媽","avatar":"https://static.tigerbbs.com/addaf8f5c70389d895e9f8f49cdc8283","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575366267501972","authorIdStr":"3575366267501972"},"themes":[],"htmlText":"Like n comment thanks","listText":"Like n comment thanks","text":"Like n comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/131277657","repostId":"2137537153","repostType":4,"isVote":1,"tweetType":1,"viewCount":1627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195029923,"gmtCreate":1621241248362,"gmtModify":1634193111822,"author":{"id":"3575366267501972","authorId":"3575366267501972","name":"虎媽","avatar":"https://static.tigerbbs.com/addaf8f5c70389d895e9f8f49cdc8283","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575366267501972","authorIdStr":"3575366267501972"},"themes":[],"htmlText":"Like n comment thanks","listText":"Like n comment thanks","text":"Like n comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/195029923","repostId":"1124849230","repostType":4,"isVote":1,"tweetType":1,"viewCount":1687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193190488,"gmtCreate":1620773487344,"gmtModify":1634196516761,"author":{"id":"3575366267501972","authorId":"3575366267501972","name":"虎媽","avatar":"https://static.tigerbbs.com/addaf8f5c70389d895e9f8f49cdc8283","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575366267501972","authorIdStr":"3575366267501972"},"themes":[],"htmlText":"Like n comment thanks","listText":"Like n comment thanks","text":"Like n comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/193190488","repostId":"1153941496","repostType":4,"isVote":1,"tweetType":1,"viewCount":2445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190529559,"gmtCreate":1620635918671,"gmtModify":1634197518978,"author":{"id":"3575366267501972","authorId":"3575366267501972","name":"虎媽","avatar":"https://static.tigerbbs.com/addaf8f5c70389d895e9f8f49cdc8283","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575366267501972","authorIdStr":"3575366267501972"},"themes":[],"htmlText":"Like n comment thanks","listText":"Like n comment thanks","text":"Like n comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/190529559","repostId":"1145718364","repostType":4,"isVote":1,"tweetType":1,"viewCount":1495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":104632948,"gmtCreate":1620383128684,"gmtModify":1634205636139,"author":{"id":"3575366267501972","authorId":"3575366267501972","name":"虎媽","avatar":"https://static.tigerbbs.com/addaf8f5c70389d895e9f8f49cdc8283","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575366267501972","authorIdStr":"3575366267501972"},"themes":[],"htmlText":"Like n comment pls","listText":"Like n comment pls","text":"Like n comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/104632948","repostId":"1146154072","repostType":4,"repost":{"id":"1146154072","kind":"news","pubTimestamp":1620378407,"share":"https://www.laohu8.com/m/news/1146154072?lang=zh_CN&edition=full","pubTime":"2021-05-07 17:06","market":"us","language":"en","title":"Under Armour Posts a Q1 Massive Sales Increase. Is It Back in the Game?<blockquote>Under Armour公布第一季度销售额大幅增长。它又回到游戏中了吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1146154072","media":"fool","summary":"Many growth investors have given up on Under Armour in the past few years and the under performing a","content":"<p>Many growth investors have given up on&nbsp;<b>Under Armour</b>&nbsp;in the past few years and the under&nbsp;performing athletic wear brand's stock price has been in steady decline. The economic volatility of early 2020 didn't help the situation, but its strong performance since March 2020 has helped the stock price make a bit of a comeback.</p><p><blockquote>许多成长型投资者已经放弃了<b>Under Armour</b>在过去的几年里，这个表现不佳的运动服装品牌的股价一直在稳步下跌。2020年初的经济波动无济于事，但自2020年3月以来的强劲表现帮助股价有所回升。</blockquote></p><p>That strong performance continued into 2021 with the sports shoe and apparel manufacturer reporting a 35% year over year sales increase in the first quarter.What should investors makeof thisQ1 earnings beat?</p><p><blockquote>这种强劲的表现持续到2021年，这家运动鞋和服装制造商报告第一季度销售额同比增长35%。投资者应该如何看待第一季度的盈利表现？</blockquote></p><p><b>Faltering sales get worse in the pandemic</b></p><p><blockquote><b>疫情期间销售疲软变得更加严重</b></blockquote></p><p>In its early years, Under Armour was focused on technologically advanced activewear for serious athletes, and its rise was seen as a threat tomarket leader&nbsp;slike<b>Nike</b>(NYSE:NKE)and&nbsp;<b>adidas</b>(OTC:ADDYY). But sales started to falter a few years ago due to mismanagement and a highly promotional environment, which diluted its premium branding.</p><p><blockquote>早年，Under Armour专注于为严肃运动员提供技术先进的运动服，其崛起被视为对市场领导者slike的威胁<b>耐克</b>（纽约证券交易所代码：NKE）和<b>阿迪达斯</b>（场外交易：ADDYY）。但几年前，由于管理不善和高度促销的环境，销售开始下滑，这削弱了其优质品牌。</blockquote></p><p>Before the pandemic, sales in the U.S., the company's main market, were a weak spot. Under Armour only managed a 1% sales increase in 2019, with a 2% decrease in the U.S. market dragging it down (including a 6% drop in just the fourth quarter).</p><p><blockquote>在大流行之前，该公司的主要市场美国的销售是一个弱点。Under Armour 2019年销售额仅增长1%，美国市场下降2%拖累了其业绩（其中仅第四季度就下降了6%）。</blockquote></p><p>The pandemic hampered efforts to turn things around in early 2020. Under Armour bottomed out at a 41% year-over-year sales drop in the second quarter and itended fiscal 2020with an overall 15% sales drop.</p><p><blockquote>疫情阻碍了2020年初扭转局面的努力。Under Armour第二季度销售额同比下降41%，2020财年结束时整体销售额下降15%。</blockquote></p><p><b>Under Armour is getting back in the game</b></p><p><blockquote><b>Under Armour重返赛场</b></blockquote></p><p>Patrik Frisk took the reins as CEO in January 2020 and immediately began implementing cost-cutting initiatives, inventory management upgrades, and a new marketing plan to lift the company back up. These new efforts helped alleviate some of the pressure from the pandemic, and it positioned the company to do well as stores reopened. Those efforts appear to finally be paying off based on 2021's first-quarter earnings.</p><p><blockquote>Patrik Frisk于2020年1月接任首席执行官，并立即开始实施成本削减计划、库存管理升级和新的营销计划，以重振公司。这些新的努力有助于缓解疫情带来的一些压力，并使公司在商店重新开业时表现良好。根据2021年第一季度的收益，这些努力似乎终于得到了回报。</blockquote></p><p>Total revenue increased 32% year over year on a currency-neutral basis, driven by a 32% increase in U.S. sales. International growth was higher, as usual, with a 58% increase, and wholesale recovered, with a 35% increase. The company also became profitable again, with $78 million in net income, or $0.17 in earnings per share.</p><p><blockquote>在货币中性的基础上，在美国销售额增长32%的推动下，总收入同比增长32%。与往常一样，国际增长更高，增长了58%，批发复苏，增长了35%。该公司也再次实现盈利，净利润为7800万美元，每股收益为0.17美元。</blockquote></p><p>Management raised its outlook for 2021 to a high-teen percentage year-over-year increase, replacing the previous high-single-digit increase guidance. The earnings per share forecast was raised to a $0.02-to-$0.04 loss, replacing the previous guidance of a loss of $0.18 to $0.20.</p><p><blockquote>管理层将2021年的预期上调至高10%的同比增长，取代了之前的高个位数增长指引。每股收益预期上调至亏损0.02美元至0.04美元，取代此前亏损0.18美元至0.20美元的指引。</blockquote></p><p>As part of the company's restructuring plan set in place last year, Under Armour has already taken a pre-tax charge of $450 million out of the projected $550 million to $600 million. It expects to recognize another $35 million to $40 million in the second quarter, which will still pressure the bottom line.</p><p><blockquote>作为公司去年制定的重组计划的一部分，Under Armour已经从预计的5.5亿至6亿美元中扣除了4.5亿美元的税前费用。预计第二季度将再确认3500万至4000万美元，这仍将给利润带来压力。</blockquote></p><p><b>Under Armour still has more to do</b></p><p><blockquote><b>Under Armour还有更多工作要做</b></blockquote></p><p>It's important to note that the jump in Q1 sales is more than a pandemic comparison. Only about two weeks of Under Armour's Q1 2020 fell within the pandemic (although it was more part of China's lockdown). Q1 2021 revenue of $1.3 billion is an increase over Q1 2019, and it's even more than revenue in Q1 2018, which previously held the record for Q1 sales. This is good news for the company, which has been struggling for a breakthrough.</p><p><blockquote>值得注意的是，第一季度销售额的增长不仅仅是疫情的比较。Under Armour的Q1 2020只有大约两周属于疫情（尽管这更多的是中国封锁的一部分）。Q1 2021年收入为13亿美元，比Q1 2019有所增长，甚至超过了Q1 2018的收入，后者此前保持着Q1销售记录。这对于一直苦苦寻求突破的公司来说是个好消息。</blockquote></p><p>\"With a solid balance sheet and well-managed inventory,\" Frisk said, \"we're confident in our ability to drive well through 2021 as we get back on offense and make measured progress to returning to sustainable, profitable growth over the long-term.\"</p><p><blockquote>弗里斯克表示：“凭借稳健的资产负债表和管理良好的库存，我们有信心在2021年取得良好进展，因为我们重新开始进攻，并在恢复可持续、盈利的长期增长方面取得了可持续的进展。”</blockquote></p><p>Under Armour is still projecting a loss for the full fiscal year, but if it maintains its current level of progress, that forecast will probably turn positive by 2022, if not sooner. I still wouldn't call Under Armour stock a buy, but it's definitely one to again put on the watchlist.</p><p><blockquote>Under Armour仍预计整个财年将出现亏损，但如果保持目前的进展水平，这一预测可能会在2022年（如果不是更早的话）转为正值。我仍然不会买入看涨期权Under Armour股票，但它绝对是再次列入观察名单的股票。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Under Armour Posts a Q1 Massive Sales Increase. Is It Back in the Game?<blockquote>Under Armour公布第一季度销售额大幅增长。它又回到游戏中了吗？</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\">\nUnder Armour Posts a Q1 Massive Sales Increase. Is It Back in the Game?<blockquote>Under Armour公布第一季度销售额大幅增长。它又回到游戏中了吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">fool</strong><span class=\"h-time small\">2021-05-07 17:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Many growth investors have given up on&nbsp;<b>Under Armour</b>&nbsp;in the past few years and the under&nbsp;performing athletic wear brand's stock price has been in steady decline. The economic volatility of early 2020 didn't help the situation, but its strong performance since March 2020 has helped the stock price make a bit of a comeback.</p><p><blockquote>许多成长型投资者已经放弃了<b>Under Armour</b>在过去的几年里，这个表现不佳的运动服装品牌的股价一直在稳步下跌。2020年初的经济波动无济于事，但自2020年3月以来的强劲表现帮助股价有所回升。</blockquote></p><p>That strong performance continued into 2021 with the sports shoe and apparel manufacturer reporting a 35% year over year sales increase in the first quarter.What should investors makeof thisQ1 earnings beat?</p><p><blockquote>这种强劲的表现持续到2021年，这家运动鞋和服装制造商报告第一季度销售额同比增长35%。投资者应该如何看待第一季度的盈利表现？</blockquote></p><p><b>Faltering sales get worse in the pandemic</b></p><p><blockquote><b>疫情期间销售疲软变得更加严重</b></blockquote></p><p>In its early years, Under Armour was focused on technologically advanced activewear for serious athletes, and its rise was seen as a threat tomarket leader&nbsp;slike<b>Nike</b>(NYSE:NKE)and&nbsp;<b>adidas</b>(OTC:ADDYY). But sales started to falter a few years ago due to mismanagement and a highly promotional environment, which diluted its premium branding.</p><p><blockquote>早年，Under Armour专注于为严肃运动员提供技术先进的运动服，其崛起被视为对市场领导者slike的威胁<b>耐克</b>（纽约证券交易所代码：NKE）和<b>阿迪达斯</b>（场外交易：ADDYY）。但几年前，由于管理不善和高度促销的环境，销售开始下滑，这削弱了其优质品牌。</blockquote></p><p>Before the pandemic, sales in the U.S., the company's main market, were a weak spot. Under Armour only managed a 1% sales increase in 2019, with a 2% decrease in the U.S. market dragging it down (including a 6% drop in just the fourth quarter).</p><p><blockquote>在大流行之前，该公司的主要市场美国的销售是一个弱点。Under Armour 2019年销售额仅增长1%，美国市场下降2%拖累了其业绩（其中仅第四季度就下降了6%）。</blockquote></p><p>The pandemic hampered efforts to turn things around in early 2020. Under Armour bottomed out at a 41% year-over-year sales drop in the second quarter and itended fiscal 2020with an overall 15% sales drop.</p><p><blockquote>疫情阻碍了2020年初扭转局面的努力。Under Armour第二季度销售额同比下降41%，2020财年结束时整体销售额下降15%。</blockquote></p><p><b>Under Armour is getting back in the game</b></p><p><blockquote><b>Under Armour重返赛场</b></blockquote></p><p>Patrik Frisk took the reins as CEO in January 2020 and immediately began implementing cost-cutting initiatives, inventory management upgrades, and a new marketing plan to lift the company back up. These new efforts helped alleviate some of the pressure from the pandemic, and it positioned the company to do well as stores reopened. Those efforts appear to finally be paying off based on 2021's first-quarter earnings.</p><p><blockquote>Patrik Frisk于2020年1月接任首席执行官，并立即开始实施成本削减计划、库存管理升级和新的营销计划，以重振公司。这些新的努力有助于缓解疫情带来的一些压力，并使公司在商店重新开业时表现良好。根据2021年第一季度的收益，这些努力似乎终于得到了回报。</blockquote></p><p>Total revenue increased 32% year over year on a currency-neutral basis, driven by a 32% increase in U.S. sales. International growth was higher, as usual, with a 58% increase, and wholesale recovered, with a 35% increase. The company also became profitable again, with $78 million in net income, or $0.17 in earnings per share.</p><p><blockquote>在货币中性的基础上，在美国销售额增长32%的推动下，总收入同比增长32%。与往常一样，国际增长更高，增长了58%，批发复苏，增长了35%。该公司也再次实现盈利，净利润为7800万美元，每股收益为0.17美元。</blockquote></p><p>Management raised its outlook for 2021 to a high-teen percentage year-over-year increase, replacing the previous high-single-digit increase guidance. The earnings per share forecast was raised to a $0.02-to-$0.04 loss, replacing the previous guidance of a loss of $0.18 to $0.20.</p><p><blockquote>管理层将2021年的预期上调至高10%的同比增长，取代了之前的高个位数增长指引。每股收益预期上调至亏损0.02美元至0.04美元，取代此前亏损0.18美元至0.20美元的指引。</blockquote></p><p>As part of the company's restructuring plan set in place last year, Under Armour has already taken a pre-tax charge of $450 million out of the projected $550 million to $600 million. It expects to recognize another $35 million to $40 million in the second quarter, which will still pressure the bottom line.</p><p><blockquote>作为公司去年制定的重组计划的一部分，Under Armour已经从预计的5.5亿至6亿美元中扣除了4.5亿美元的税前费用。预计第二季度将再确认3500万至4000万美元，这仍将给利润带来压力。</blockquote></p><p><b>Under Armour still has more to do</b></p><p><blockquote><b>Under Armour还有更多工作要做</b></blockquote></p><p>It's important to note that the jump in Q1 sales is more than a pandemic comparison. Only about two weeks of Under Armour's Q1 2020 fell within the pandemic (although it was more part of China's lockdown). Q1 2021 revenue of $1.3 billion is an increase over Q1 2019, and it's even more than revenue in Q1 2018, which previously held the record for Q1 sales. This is good news for the company, which has been struggling for a breakthrough.</p><p><blockquote>值得注意的是，第一季度销售额的增长不仅仅是疫情的比较。Under Armour的Q1 2020只有大约两周属于疫情（尽管这更多的是中国封锁的一部分）。Q1 2021年收入为13亿美元，比Q1 2019有所增长，甚至超过了Q1 2018的收入，后者此前保持着Q1销售记录。这对于一直苦苦寻求突破的公司来说是个好消息。</blockquote></p><p>\"With a solid balance sheet and well-managed inventory,\" Frisk said, \"we're confident in our ability to drive well through 2021 as we get back on offense and make measured progress to returning to sustainable, profitable growth over the long-term.\"</p><p><blockquote>弗里斯克表示：“凭借稳健的资产负债表和管理良好的库存，我们有信心在2021年取得良好进展，因为我们重新开始进攻，并在恢复可持续、盈利的长期增长方面取得了可持续的进展。”</blockquote></p><p>Under Armour is still projecting a loss for the full fiscal year, but if it maintains its current level of progress, that forecast will probably turn positive by 2022, if not sooner. I still wouldn't call Under Armour stock a buy, but it's definitely one to again put on the watchlist.</p><p><blockquote>Under Armour仍预计整个财年将出现亏损，但如果保持目前的进展水平，这一预测可能会在2022年（如果不是更早的话）转为正值。我仍然不会买入看涨期权Under Armour股票，但它绝对是再次列入观察名单的股票。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/05/06/under-armour-sales-increase-q1-earnings/\">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":{"UA":"安德玛公司C类股"},"source_url":"https://www.fool.com/investing/2021/05/06/under-armour-sales-increase-q1-earnings/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146154072","content_text":"Many growth investors have given up on Under Armour in the past few years and the under performing athletic wear brand's stock price has been in steady decline. The economic volatility of early 2020 didn't help the situation, but its strong performance since March 2020 has helped the stock price make a bit of a comeback.That strong performance continued into 2021 with the sports shoe and apparel manufacturer reporting a 35% year over year sales increase in the first quarter.What should investors makeof thisQ1 earnings beat?Faltering sales get worse in the pandemicIn its early years, Under Armour was focused on technologically advanced activewear for serious athletes, and its rise was seen as a threat tomarket leader slikeNike(NYSE:NKE)and adidas(OTC:ADDYY). But sales started to falter a few years ago due to mismanagement and a highly promotional environment, which diluted its premium branding.Before the pandemic, sales in the U.S., the company's main market, were a weak spot. Under Armour only managed a 1% sales increase in 2019, with a 2% decrease in the U.S. market dragging it down (including a 6% drop in just the fourth quarter).The pandemic hampered efforts to turn things around in early 2020. Under Armour bottomed out at a 41% year-over-year sales drop in the second quarter and itended fiscal 2020with an overall 15% sales drop.Under Armour is getting back in the gamePatrik Frisk took the reins as CEO in January 2020 and immediately began implementing cost-cutting initiatives, inventory management upgrades, and a new marketing plan to lift the company back up. These new efforts helped alleviate some of the pressure from the pandemic, and it positioned the company to do well as stores reopened. Those efforts appear to finally be paying off based on 2021's first-quarter earnings.Total revenue increased 32% year over year on a currency-neutral basis, driven by a 32% increase in U.S. sales. International growth was higher, as usual, with a 58% increase, and wholesale recovered, with a 35% increase. The company also became profitable again, with $78 million in net income, or $0.17 in earnings per share.Management raised its outlook for 2021 to a high-teen percentage year-over-year increase, replacing the previous high-single-digit increase guidance. The earnings per share forecast was raised to a $0.02-to-$0.04 loss, replacing the previous guidance of a loss of $0.18 to $0.20.As part of the company's restructuring plan set in place last year, Under Armour has already taken a pre-tax charge of $450 million out of the projected $550 million to $600 million. It expects to recognize another $35 million to $40 million in the second quarter, which will still pressure the bottom line.Under Armour still has more to doIt's important to note that the jump in Q1 sales is more than a pandemic comparison. Only about two weeks of Under Armour's Q1 2020 fell within the pandemic (although it was more part of China's lockdown). Q1 2021 revenue of $1.3 billion is an increase over Q1 2019, and it's even more than revenue in Q1 2018, which previously held the record for Q1 sales. This is good news for the company, which has been struggling for a breakthrough.\"With a solid balance sheet and well-managed inventory,\" Frisk said, \"we're confident in our ability to drive well through 2021 as we get back on offense and make measured progress to returning to sustainable, profitable growth over the long-term.\"Under Armour is still projecting a loss for the full fiscal year, but if it maintains its current level of progress, that forecast will probably turn positive by 2022, if not sooner. I still wouldn't call Under Armour stock a buy, but it's definitely one to again put on the watchlist.","news_type":1,"symbols_score_info":{"UA":0.9}},"isVote":1,"tweetType":1,"viewCount":1905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":104636466,"gmtCreate":1620383094155,"gmtModify":1631888654255,"author":{"id":"3575366267501972","authorId":"3575366267501972","name":"虎媽","avatar":"https://static.tigerbbs.com/addaf8f5c70389d895e9f8f49cdc8283","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575366267501972","authorIdStr":"3575366267501972"},"themes":[],"htmlText":"Green days??","listText":"Green days??","text":"Green days??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/104636466","repostId":"2133506592","repostType":4,"isVote":1,"tweetType":1,"viewCount":2370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":105820384,"gmtCreate":1620290349748,"gmtModify":1634206343635,"author":{"id":"3575366267501972","authorId":"3575366267501972","name":"虎媽","avatar":"https://static.tigerbbs.com/addaf8f5c70389d895e9f8f49cdc8283","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575366267501972","authorIdStr":"3575366267501972"},"themes":[],"htmlText":"🥲","listText":"🥲","text":"🥲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/105820384","repostId":"1184731920","repostType":4,"isVote":1,"tweetType":1,"viewCount":1244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":102446490,"gmtCreate":1620238193710,"gmtModify":1634206766532,"author":{"id":"3575366267501972","authorId":"3575366267501972","name":"虎媽","avatar":"https://static.tigerbbs.com/addaf8f5c70389d895e9f8f49cdc8283","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575366267501972","authorIdStr":"3575366267501972"},"themes":[],"htmlText":"Where have the greens disappeared to?","listText":"Where have the greens disappeared to?","text":"Where have the greens disappeared to?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/102446490","repostId":"1148686352","repostType":4,"repost":{"id":"1148686352","kind":"news","pubTimestamp":1620224535,"share":"https://www.laohu8.com/m/news/1148686352?lang=zh_CN&edition=full","pubTime":"2021-05-05 22:22","market":"us","language":"en","title":"This Day In Market History: Panic Of 1893 Crashes Stock Market<blockquote>市场历史上的这一天：1893年的恐慌导致股市崩盘</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148686352","media":"benzinga","summary":"What Happened?On this day in 1893, U.S. stocks suffered their worst intraday loss in history at the ","content":"<p><div> What Happened?On this day in 1893, U.S. stocks suffered their worst intraday loss in history at the time. Where The Market Was:The Dow finished the day at 30.02. What Else Was Going On In The World?In...</p><p><blockquote><div>怎么回事？1893年的这一天，美股遭遇了当时历史上最严重的盘中跌幅。市场位置：道琼斯指数当天收于30.02点。世界上还发生了什么？在……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/general/education/21/05/20964728/this-day-in-market-history-panic-of-1893-crashes-stock-market\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/general/education/21/05/20964728/this-day-in-market-history-panic-of-1893-crashes-stock-market\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","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>This Day In Market History: Panic Of 1893 Crashes Stock Market<blockquote>市场历史上的这一天：1893年的恐慌导致股市崩盘</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\">\nThis Day In Market History: Panic Of 1893 Crashes Stock Market<blockquote>市场历史上的这一天：1893年的恐慌导致股市崩盘</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">benzinga</strong><span class=\"h-time small\">2021-05-05 22:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> What Happened?On this day in 1893, U.S. stocks suffered their worst intraday loss in history at the time. Where The Market Was:The Dow finished the day at 30.02. What Else Was Going On In The World?In...</p><p><blockquote><div>怎么回事？1893年的这一天，美股遭遇了当时历史上最严重的盘中跌幅。市场位置：道琼斯指数当天收于30.02点。世界上还发生了什么？在……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/general/education/21/05/20964728/this-day-in-market-history-panic-of-1893-crashes-stock-market\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/general/education/21/05/20964728/this-day-in-market-history-panic-of-1893-crashes-stock-market\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/general/education/21/05/20964728/this-day-in-market-history-panic-of-1893-crashes-stock-market\">benzinga</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":"https://www.benzinga.com/general/education/21/05/20964728/this-day-in-market-history-panic-of-1893-crashes-stock-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148686352","content_text":"What Happened?On this day in 1893, U.S. stocks suffered their worst intraday loss in history at the time.\nWhere The Market Was:The Dow finished the day at 30.02.\nWhat Else Was Going On In The World?In 1893, Thomas Edison completed the world’s first movie studio in West Orange, New Jersey. Lizzie Borden was acquitted of the ax murders of her father and stepmother. A fresh, one-pound beef steak cost 10 cents.\nPanic Of 1893:On May 5, 1893, the Dow Jones Index dropped more than 24% from 39.90 to 30.02. It would mark the worst intraday sell-off in U.S. history at the time, a record that would stand until 1929.\nThe Panic of 1893 was triggered in part by falling gold reserves in the U.S. Treasury. At the time, the U.S. was on the gold standard, meaning U.S. dollars could be redeemed for physical gold. When Treasury gold reserves dropped from $190 million in 1890 to $100 million by 1893, Americans grew concerned that the Treasury might run out of gold and began withdrawing bank notes and converting them to gold, placing extreme strain on the U.S. banking industry and credit markets.\nThe May 5 sell-off was triggered in part by the bankruptcy of Nation Cordage the day before.General Electric CompanyGE 0.34%shares dropped 28% on the day from $80 to $58.\nFortunately for investors, the Panic of 1893 didn’t last for long. By the end of the day, the market nearly completely recovered its losses. GE, for example, closed the session at $78.50.\nThe Panic of 1893 would ravage the U.S. economy, triggering a severe four-year depression. Roughly 14,000 U.S. businesses closed, and unemployment rose to 20%. The event would mark the worst economic downturn in U.S. history until the Great Depression began in 1929.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106686308,"gmtCreate":1620111467504,"gmtModify":1631885488504,"author":{"id":"3575366267501972","authorId":"3575366267501972","name":"虎媽","avatar":"https://static.tigerbbs.com/addaf8f5c70389d895e9f8f49cdc8283","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575366267501972","authorIdStr":"3575366267501972"},"themes":[],"htmlText":"Time to join in too?","listText":"Time to join in too?","text":"Time to join in too?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/106686308","repostId":"1125263023","repostType":4,"isVote":1,"tweetType":1,"viewCount":3761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108847739,"gmtCreate":1620014475421,"gmtModify":1634208512511,"author":{"id":"3575366267501972","authorId":"3575366267501972","name":"虎媽","avatar":"https://static.tigerbbs.com/addaf8f5c70389d895e9f8f49cdc8283","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575366267501972","authorIdStr":"3575366267501972"},"themes":[],"htmlText":"Comment thanks","listText":"Comment thanks","text":"Comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/108847739","repostId":"1129951066","repostType":4,"isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109634552,"gmtCreate":1619689442476,"gmtModify":1634210707317,"author":{"id":"3575366267501972","authorId":"3575366267501972","name":"虎媽","avatar":"https://static.tigerbbs.com/addaf8f5c70389d895e9f8f49cdc8283","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575366267501972","authorIdStr":"3575366267501972"},"themes":[],"htmlText":"Comment thanks","listText":"Comment thanks","text":"Comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/109634552","repostId":"1172342094","repostType":4,"repost":{"id":"1172342094","kind":"news","pubTimestamp":1619688965,"share":"https://www.laohu8.com/m/news/1172342094?lang=zh_CN&edition=full","pubTime":"2021-04-29 17:36","market":"us","language":"en","title":"Tesla Haters Are Harping on Emissions Credit Sales. Investors Shouldn’t Worry.<blockquote>特斯拉的仇恨者正在喋喋不休地谈论排放信用额的销售。投资者不必担心。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1172342094","media":"MarketWatch","summary":"Teslabears need to stop harping onregulatory creditsales. The oft-repeated refrain is that Tesla isn","content":"<p>Teslabears need to stop harping onregulatory creditsales. The oft-repeated refrain is that Tesla isn’t profitable without credit sales. There are plenty of reasons bears can avoid Tesla stock, butcreditsTesla earns, and then sells for cash to other auto makers, for producing more than its shares of zero emission vehicles isn’t one of them.</p><p><blockquote>特斯拉空头需要停止喋喋不休地谈论监管信贷销售。人们经常重复的说法是，如果没有赊销，特斯拉就无法盈利。空头可以避开特斯拉股票的原因有很多，但特斯拉因生产超过其零排放汽车而赚取积分，然后将其出售给其他汽车制造商以换取现金并不是其中之一。</blockquote></p><p> Tesla (ticker: TSLA) sold more than $500 million in regulatory credits in thefirst quarterand generated just under $600 million in operating profit. Excluding the credits, Tesla only eked out a small operating profit.</p><p><blockquote>特斯拉（股票代码：TSLA）第一季度出售了超过5亿美元的监管信贷，并产生了近6亿美元的营业利润。不包括信贷，特斯拉只能勉强维持少量营业利润。</blockquote></p><p> But saying Tesla isn’t profitable without regulatory credits is falling victim to the fallacy of the predetermined outcome. It’s like saying the New York Jets lost a football game because of a bad call in the first quarter. There are many reasons the Jets lose and a refereeing mistakes aren’t one of them.</p><p><blockquote>但如果说特斯拉没有监管信用就无法盈利，那就是成为预定结果谬误的受害者。这就像说纽约喷气机队因为第一节糟糕的看涨期权而输掉了一场足球比赛。喷气机队输球的原因有很多，裁判失误不是其中之一。</blockquote></p><p> To drive the analogy further, any Jets game would be totally different if the ref didn’t mess up. A penalty not called, or called, changes each subsequent play in unknown ways. If Tesla didn’t have regulatory credits to sell, the company would have to raise prices or cut costs or do something else to make money. The company would adapt to the situation.</p><p><blockquote>进一步类比，如果裁判没有搞砸，任何喷气机队的比赛都会完全不同。一个没有被判罚或被判罚的判罚会以未知的方式改变随后的每一场比赛。如果特斯拉没有监管信用可以出售，该公司将不得不提高价格或削减成本或做其他事情来赚钱。公司会适应这种情况。</blockquote></p><p> Raising prices could be a way to go, but higher prices, of course, have their own impact, potentially reducing demand. Tesla still managed to grow sales even after the company lost its $7,500 U.S. federaltax credit. That isn’t available to Tesla buyers any longer because Tesla has sold too many EVs to qualify.</p><p><blockquote>提高价格可能是一条出路，但更高的价格当然会产生影响，可能会减少需求。即使在特斯拉失去了7,500美元的美国联邦税收抵免后，该公司仍然设法增加了销售额。特斯拉买家不再可以享受这种服务，因为特斯拉已经销售了太多电动汽车，不符合资格。</blockquote></p><p> Tesla lost that federal credit at the end of 2019. It was effectively a $7,500 price increase in the U.S. on Jan. 1, 2020. Tesla sales in the U.S. grew 20% this past year, hitting $15.2 billion, up from $12.7 billion in 2019.</p><p><blockquote>特斯拉在2019年底失去了联邦信用。2020年1月1日，美国的价格实际上上涨了7,500美元。去年，特斯拉在美国的销售额增长了20%，达到152亿美元，高于2019年的127亿美元。</blockquote></p><p> There is one other–rather large–point about regulatory credits. They aren’t going away. If anything, they will increase. Government support might morph from what Tesla sells today into new purchase tax credits or something else, but governmentsin Chinaandthe U.S.are looking to increase the number of EVs sold.</p><p><blockquote>关于监管信贷还有另一个相当重要的问题。他们不会离开的。如果有的话，他们会增加。政府的支持可能会从特斯拉目前销售的产品转变为新的购置税抵免或其他形式，但中国和美国政府正在寻求增加电动汽车的销量。</blockquote></p><p> Refusing to deduct credit sales from operating income doesn’t make an investor a Tesla devotee. There are plenty of reasons people can choose to avoid the stock.Valuationbeing chief among them. Tesla is the world’s most valuable auto maker by a factor of roughly three even though it makes a fraction of the cars thatToyota Motor(TM), the second most valuable car company, does.</p><p><blockquote>拒绝从营业收入中扣除赊销并不能使投资者成为特斯拉的爱好者。人们可以选择避开该股票的原因有很多，其中估值是主要原因。特斯拉是世界上最有价值的汽车制造商，尽管它生产的汽车只是第二大最有价值汽车公司丰田汽车(TM)的一小部分。</blockquote></p><p> Valuation is a stale reason to dislike the stock. People have been complaining about valuation for a long time. Investors can also decide that competition is ramping higher or that full self-driving technology will take longer to develop than Tesla currently believes and suggests. Autonomous driving isn’t easy. Elon Musk calls it the company’s hardest challenge and its biggest potential value creator.</p><p><blockquote>估值是不喜欢这只股票的一个陈腐理由。人们对估值的抱怨由来已久。投资者还可以决定竞争正在加剧，或者全自动驾驶技术的开发时间比特斯拉目前认为和建议的要长。自动驾驶并不容易。Elon Musk评级是该公司最严峻的挑战，也是其最大的潜在价值创造者。</blockquote></p><p> There is something in Tesla stock for full self-driving technology. How much is hard to say. Morgan Stanley analystAdam Jonasvalues Tesla mobility and network services business opportunities at roughly $330 a share.</p><p><blockquote>特斯拉拥有全自动驾驶技术的股票。多少很难说。摩根士丹利分析师亚当·乔纳斯(Dam Jonas)对特斯拉移动和网络服务业务机会的估值约为每股330美元。</blockquote></p><p> Those include software sales and robotaxis–both businesses are dependent on autonomous driving technology. His value is almost half of Tesla’s current stock price. Although Jonas’ Tesla target is $900 a share, making those business closer to one-third of the value he sees in the company.</p><p><blockquote>其中包括软件销售和机器人出租车——这两项业务都依赖于自动驾驶技术。他的身价几乎是特斯拉目前股价的一半。尽管乔纳斯的特斯拉目标是每股900美元，这使得这些业务接近他所看到的公司价值的三分之一。</blockquote></p><p> Autonomous hiccups, valuation and competition should be enough reason to avoid the stock. Just stop saying the company doesn’t make money without regulatory credits.</p><p><blockquote>自主问题、估值和竞争应该足以成为回避该股票的理由。别再说公司没有监管信用就不赚钱了。</blockquote></p><p> Tesla shares are down about 2% year to date, trailing behind comparable gains of theS&amp;P 500andDow Jones Industrial Average.Investors aren’t worried about the credit conundrum. They are waiting for quarterly operating profits to set new highs. When, and if, it does, they won’t care about the composition of the operating profit.</p><p><blockquote>特斯拉股价今年迄今已下跌约2%，落后于标准普尔500指数和道琼斯工业平均指数的可比涨幅。投资者并不担心信贷难题。他们正在等待季度营业利润创下新高。什么时候，如果真的发生了，他们就不会关心营业利润的构成。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Haters Are Harping on Emissions Credit Sales. Investors Shouldn’t Worry.<blockquote>特斯拉的仇恨者正在喋喋不休地谈论排放信用额的销售。投资者不必担心。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Haters Are Harping on Emissions Credit Sales. Investors Shouldn’t Worry.<blockquote>特斯拉的仇恨者正在喋喋不休地谈论排放信用额的销售。投资者不必担心。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-04-29 17:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Teslabears need to stop harping onregulatory creditsales. The oft-repeated refrain is that Tesla isn’t profitable without credit sales. There are plenty of reasons bears can avoid Tesla stock, butcreditsTesla earns, and then sells for cash to other auto makers, for producing more than its shares of zero emission vehicles isn’t one of them.</p><p><blockquote>特斯拉空头需要停止喋喋不休地谈论监管信贷销售。人们经常重复的说法是，如果没有赊销，特斯拉就无法盈利。空头可以避开特斯拉股票的原因有很多，但特斯拉因生产超过其零排放汽车而赚取积分，然后将其出售给其他汽车制造商以换取现金并不是其中之一。</blockquote></p><p> Tesla (ticker: TSLA) sold more than $500 million in regulatory credits in thefirst quarterand generated just under $600 million in operating profit. Excluding the credits, Tesla only eked out a small operating profit.</p><p><blockquote>特斯拉（股票代码：TSLA）第一季度出售了超过5亿美元的监管信贷，并产生了近6亿美元的营业利润。不包括信贷，特斯拉只能勉强维持少量营业利润。</blockquote></p><p> But saying Tesla isn’t profitable without regulatory credits is falling victim to the fallacy of the predetermined outcome. It’s like saying the New York Jets lost a football game because of a bad call in the first quarter. There are many reasons the Jets lose and a refereeing mistakes aren’t one of them.</p><p><blockquote>但如果说特斯拉没有监管信用就无法盈利，那就是成为预定结果谬误的受害者。这就像说纽约喷气机队因为第一节糟糕的看涨期权而输掉了一场足球比赛。喷气机队输球的原因有很多，裁判失误不是其中之一。</blockquote></p><p> To drive the analogy further, any Jets game would be totally different if the ref didn’t mess up. A penalty not called, or called, changes each subsequent play in unknown ways. If Tesla didn’t have regulatory credits to sell, the company would have to raise prices or cut costs or do something else to make money. The company would adapt to the situation.</p><p><blockquote>进一步类比，如果裁判没有搞砸，任何喷气机队的比赛都会完全不同。一个没有被判罚或被判罚的判罚会以未知的方式改变随后的每一场比赛。如果特斯拉没有监管信用可以出售，该公司将不得不提高价格或削减成本或做其他事情来赚钱。公司会适应这种情况。</blockquote></p><p> Raising prices could be a way to go, but higher prices, of course, have their own impact, potentially reducing demand. Tesla still managed to grow sales even after the company lost its $7,500 U.S. federaltax credit. That isn’t available to Tesla buyers any longer because Tesla has sold too many EVs to qualify.</p><p><blockquote>提高价格可能是一条出路，但更高的价格当然会产生影响，可能会减少需求。即使在特斯拉失去了7,500美元的美国联邦税收抵免后，该公司仍然设法增加了销售额。特斯拉买家不再可以享受这种服务，因为特斯拉已经销售了太多电动汽车，不符合资格。</blockquote></p><p> Tesla lost that federal credit at the end of 2019. It was effectively a $7,500 price increase in the U.S. on Jan. 1, 2020. Tesla sales in the U.S. grew 20% this past year, hitting $15.2 billion, up from $12.7 billion in 2019.</p><p><blockquote>特斯拉在2019年底失去了联邦信用。2020年1月1日，美国的价格实际上上涨了7,500美元。去年，特斯拉在美国的销售额增长了20%，达到152亿美元，高于2019年的127亿美元。</blockquote></p><p> There is one other–rather large–point about regulatory credits. They aren’t going away. If anything, they will increase. Government support might morph from what Tesla sells today into new purchase tax credits or something else, but governmentsin Chinaandthe U.S.are looking to increase the number of EVs sold.</p><p><blockquote>关于监管信贷还有另一个相当重要的问题。他们不会离开的。如果有的话，他们会增加。政府的支持可能会从特斯拉目前销售的产品转变为新的购置税抵免或其他形式，但中国和美国政府正在寻求增加电动汽车的销量。</blockquote></p><p> Refusing to deduct credit sales from operating income doesn’t make an investor a Tesla devotee. There are plenty of reasons people can choose to avoid the stock.Valuationbeing chief among them. Tesla is the world’s most valuable auto maker by a factor of roughly three even though it makes a fraction of the cars thatToyota Motor(TM), the second most valuable car company, does.</p><p><blockquote>拒绝从营业收入中扣除赊销并不能使投资者成为特斯拉的爱好者。人们可以选择避开该股票的原因有很多，其中估值是主要原因。特斯拉是世界上最有价值的汽车制造商，尽管它生产的汽车只是第二大最有价值汽车公司丰田汽车(TM)的一小部分。</blockquote></p><p> Valuation is a stale reason to dislike the stock. People have been complaining about valuation for a long time. Investors can also decide that competition is ramping higher or that full self-driving technology will take longer to develop than Tesla currently believes and suggests. Autonomous driving isn’t easy. Elon Musk calls it the company’s hardest challenge and its biggest potential value creator.</p><p><blockquote>估值是不喜欢这只股票的一个陈腐理由。人们对估值的抱怨由来已久。投资者还可以决定竞争正在加剧，或者全自动驾驶技术的开发时间比特斯拉目前认为和建议的要长。自动驾驶并不容易。Elon Musk评级是该公司最严峻的挑战，也是其最大的潜在价值创造者。</blockquote></p><p> There is something in Tesla stock for full self-driving technology. How much is hard to say. Morgan Stanley analystAdam Jonasvalues Tesla mobility and network services business opportunities at roughly $330 a share.</p><p><blockquote>特斯拉拥有全自动驾驶技术的股票。多少很难说。摩根士丹利分析师亚当·乔纳斯(Dam Jonas)对特斯拉移动和网络服务业务机会的估值约为每股330美元。</blockquote></p><p> Those include software sales and robotaxis–both businesses are dependent on autonomous driving technology. His value is almost half of Tesla’s current stock price. Although Jonas’ Tesla target is $900 a share, making those business closer to one-third of the value he sees in the company.</p><p><blockquote>其中包括软件销售和机器人出租车——这两项业务都依赖于自动驾驶技术。他的身价几乎是特斯拉目前股价的一半。尽管乔纳斯的特斯拉目标是每股900美元，这使得这些业务接近他所看到的公司价值的三分之一。</blockquote></p><p> Autonomous hiccups, valuation and competition should be enough reason to avoid the stock. Just stop saying the company doesn’t make money without regulatory credits.</p><p><blockquote>自主问题、估值和竞争应该足以成为回避该股票的理由。别再说公司没有监管信用就不赚钱了。</blockquote></p><p> Tesla shares are down about 2% year to date, trailing behind comparable gains of theS&amp;P 500andDow Jones Industrial Average.Investors aren’t worried about the credit conundrum. They are waiting for quarterly operating profits to set new highs. When, and if, it does, they won’t care about the composition of the operating profit.</p><p><blockquote>特斯拉股价今年迄今已下跌约2%，落后于标准普尔500指数和道琼斯工业平均指数的可比涨幅。投资者并不担心信贷难题。他们正在等待季度营业利润创下新高。什么时候，如果真的发生了，他们就不会关心营业利润的构成。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/articles/tesla-haters-are-harping-on-emissions-credit-sales-investors-shouldnt-worry-51619652841?mod=mw_latestnews\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.marketwatch.com/articles/tesla-haters-are-harping-on-emissions-credit-sales-investors-shouldnt-worry-51619652841?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172342094","content_text":"Teslabears need to stop harping onregulatory creditsales. The oft-repeated refrain is that Tesla isn’t profitable without credit sales. There are plenty of reasons bears can avoid Tesla stock, butcreditsTesla earns, and then sells for cash to other auto makers, for producing more than its shares of zero emission vehicles isn’t one of them.\nTesla (ticker: TSLA) sold more than $500 million in regulatory credits in thefirst quarterand generated just under $600 million in operating profit. Excluding the credits, Tesla only eked out a small operating profit.\nBut saying Tesla isn’t profitable without regulatory credits is falling victim to the fallacy of the predetermined outcome. It’s like saying the New York Jets lost a football game because of a bad call in the first quarter. There are many reasons the Jets lose and a refereeing mistakes aren’t one of them.\nTo drive the analogy further, any Jets game would be totally different if the ref didn’t mess up. A penalty not called, or called, changes each subsequent play in unknown ways. If Tesla didn’t have regulatory credits to sell, the company would have to raise prices or cut costs or do something else to make money. The company would adapt to the situation.\nRaising prices could be a way to go, but higher prices, of course, have their own impact, potentially reducing demand. Tesla still managed to grow sales even after the company lost its $7,500 U.S. federaltax credit. That isn’t available to Tesla buyers any longer because Tesla has sold too many EVs to qualify.\nTesla lost that federal credit at the end of 2019. It was effectively a $7,500 price increase in the U.S. on Jan. 1, 2020. Tesla sales in the U.S. grew 20% this past year, hitting $15.2 billion, up from $12.7 billion in 2019.\nThere is one other–rather large–point about regulatory credits. They aren’t going away. If anything, they will increase. Government support might morph from what Tesla sells today into new purchase tax credits or something else, but governmentsin Chinaandthe U.S.are looking to increase the number of EVs sold.\nRefusing to deduct credit sales from operating income doesn’t make an investor a Tesla devotee. There are plenty of reasons people can choose to avoid the stock.Valuationbeing chief among them. Tesla is the world’s most valuable auto maker by a factor of roughly three even though it makes a fraction of the cars thatToyota Motor(TM), the second most valuable car company, does.\nValuation is a stale reason to dislike the stock. People have been complaining about valuation for a long time. Investors can also decide that competition is ramping higher or that full self-driving technology will take longer to develop than Tesla currently believes and suggests. Autonomous driving isn’t easy. Elon Musk calls it the company’s hardest challenge and its biggest potential value creator.\nThere is something in Tesla stock for full self-driving technology. How much is hard to say. Morgan Stanley analystAdam Jonasvalues Tesla mobility and network services business opportunities at roughly $330 a share.\nThose include software sales and robotaxis–both businesses are dependent on autonomous driving technology. His value is almost half of Tesla’s current stock price. Although Jonas’ Tesla target is $900 a share, making those business closer to one-third of the value he sees in the company.\nAutonomous hiccups, valuation and competition should be enough reason to avoid the stock. Just stop saying the company doesn’t make money without regulatory credits.\nTesla shares are down about 2% year to date, trailing behind comparable gains of theS&P 500andDow Jones Industrial Average.Investors aren’t worried about the credit conundrum. They are waiting for quarterly operating profits to set new highs. When, and if, it does, they won’t care about the composition of the operating profit.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377558492,"gmtCreate":1619538347716,"gmtModify":1634211938896,"author":{"id":"3575366267501972","authorId":"3575366267501972","name":"虎媽","avatar":"https://static.tigerbbs.com/addaf8f5c70389d895e9f8f49cdc8283","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575366267501972","authorIdStr":"3575366267501972"},"themes":[],"htmlText":"Comment thanks","listText":"Comment thanks","text":"Comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/377558492","repostId":"2130522345","repostType":4,"repost":{"id":"2130522345","kind":"highlight","pubTimestamp":1619484161,"share":"https://www.laohu8.com/m/news/2130522345?lang=zh_CN&edition=full","pubTime":"2021-04-27 08:42","market":"us","language":"en","title":"AMD earnings: Are data center owners ‘digesting’ or just not buying Intel chips?<blockquote>AMD收益：数据中心所有者是在“消化”还是只是不购买英特尔芯片？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2130522345","media":"MarketWatch","summary":"AMD segment that includes data-center sales expected to almost triple in revenue after biggest rival's server sales declined. AMD first launched the EPYC family of server chips in 2017. AMD. Advanced Micro Devices Inc. earnings will serve as an indication if the data-center market is truly in a \"digestion\" phase, as Intel Corp. reported.AMD $$ is scheduled to report its first-quarter earnings on Tuesday after the close of markets. When Intel $$ reported results last week, the market-share leader","content":"<p>AMD segment that includes data-center sales expected to almost triple in revenue after biggest rival's server sales declined</p><p><blockquote>在最大竞争对手的服务器销售额下降后，包括数据中心销售额在内的AMD部门的收入预计将增长近两倍</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/615a522a230f802ea7b3c7554e6a350b\" tg-width=\"1259\" tg-height=\"709\"><span>AMD first launched the EPYC family of server chips in 2017. AMD</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD于2017年首次推出了EPYC系列服务器芯片。AMD</span></p></blockquote></p><p> Advanced Micro Devices Inc. earnings will serve as an indication if the data-center market is truly in a \"digestion\" phase, as Intel Corp. reported.</p><p><blockquote>据英特尔公司报道，Advanced Micro Devices Inc.的收益将表明数据中心市场是否真正处于“消化”阶段。</blockquote></p><p> AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> is scheduled to report its first-quarter earnings on Tuesday after the close of markets. When Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> reported results last week, the market-share leader noted that the market was just bottoming from a \"digestion phase\" as its data-center sales dropped 20% year-over-year.</p><p><blockquote>AMD<a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>定于周二收盘后公布第一季度收益。当英特尔<a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a>这家市场份额领先者在上周公布的业绩中指出，由于其数据中心销售额同比下降20%，市场刚刚从“消化阶段”触底。</blockquote></p><p> Analysts questioned that characterization of a \"digestion phase,\" however, asking instead if AMD was taking share away from Intel</p><p><blockquote>然而，分析师质疑这种“消化阶段”的描述，而是质疑AMD是否正在从英特尔手中夺走市场份额</blockquote></p><p> Wall Street, on average, expects AMD to report $1.3 billion in enterprise, embedded, and semi-custom sales, the segment containing data-center and gaming-console chips, nearly triple the $348 million the company reported in the year-ago period .</p><p><blockquote>华尔街平均预计AMD的企业、嵌入式和半定制销售额（其中包括数据中心和游戏机芯片）将达到13亿美元，几乎是该公司去年同期报告的3.48亿美元的三倍。</blockquote></p><p> This all comes amid a continuing shortage of microchips to sate demand from global industries, and the companies that make the silicon wafers chip designs use, work to clear waiting lists that span several months.</p><p><blockquote>这一切都发生在微芯片持续短缺的情况下，以满足全球行业的需求，制造芯片设计使用的硅片的公司正在努力清除长达数月的等待名单。</blockquote></p><p> AMD said in its last earnings report that it expected data-center and gaming sales growth to continue well into 2021. AMD is forecast to report $1.89 billion in computing and graphics sales, a relatively modest 31% rise from a year ago.</p><p><blockquote>AMD在上一份财报中表示，预计数据中心和游戏销售增长将持续到2021年。AMD预计将公布18.9亿美元的计算和图形销售额，比一年前相对温和地增长31%。</blockquote></p><p> In early April, shareholders from AMD and Xilinx Inc.&nbsp;approved a $35 billion wrap-up between the two companies. In March, the company announced a&nbsp;new gaming card.</p><p><blockquote>4月初，AMD和Xilinx Inc.的股东批准了两家公司之间350亿美元的合并。三月份，该公司宣布了一款新的游戏卡。</blockquote></p><p> <b>What to expect</b></p><p><blockquote><b>期待什么</b></blockquote></p><p> Earnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 44 cents a share, up from 35 cents a share expected at the beginning of the quarter and 18 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 48 cents a share.</p><p><blockquote>盈利：在FactSet调查的34名分析师中，AMD平均预计调整后每股收益为44美分，高于本季度初预期的每股35美分和去年同期报告的每股18美分。Estimize是一个软件平台，众包对冲基金高管、券商、买方分析师和其他人对评级每股收益48美分的估计。</blockquote></p><p> Revenue: Back in January, AMD predicted first-quarter sales between $3.1 billion and $3.3 billion, while analysts on average had forecast revenue of $2.68 billion at the time. Now, 31 analysts, on average, expect revenue of $3.18 billion, up from the $1.79 billion reported in the year-ago quarter. Estimize expects revenue of $3.25 billion.</p><p><blockquote>营收：早在1月份，AMD就预测第一季度销售额在31亿美元至33亿美元之间，而当时分析师平均预测营收为26.8亿美元。目前，31名分析师平均预计营收为31.8亿美元，高于去年同期的17.9亿美元。Estimize预计营收为32.5亿美元。</blockquote></p><p> Stock movement: In the first quarter, AMD shares fell 14.4%. In contrast, the PHLX Semiconductor Index gained 11.8%, the S&amp;P 500 index gained 5.8%, and the tech-heavy Nasdaq Composite Index rose 2.8%.</p><p><blockquote>股票走势：第一季度，AMD股价下跌14.4%。相比之下，PHLX半导体指数上涨11.8%，标普500指数上涨5.8%，以科技股为主的纳斯达克综合指数上涨2.8%。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> Susquehanna Financial analyst Christopher Rolland, who has a positive rating and a $115 price target on AMD, said PC and graphics processing unit checks point to continued strong demand in the first quarter.</p><p><blockquote>Susquehanna Financial分析师Christopher Rolland对AMD给予正面评级，目标价为115美元，他表示，PC和图形处理部门的检查表明第一季度需求持续强劲。</blockquote></p><p> \"While many believe upside is capped by capacity constraints, we believe AMD is quickly becoming [Taiwan Semiconductor Manufacturing Co.'s (2330.TW)] preferred 'CPU' partner, as Intel's IDM 2.0 strategy appears increasingly competitive to thefoundry,\" Rolland said. \"Therefore, we would not be surprised to see AMD receive more than enough wafers to track toward full-year guidance and perhaps beyond.\"</p><p><blockquote>Rolland表示：“虽然许多人认为产能限制限制了上行空间，但我们相信AMD正在迅速成为[台积电公司(2330.TW)]首选的‘CPU’合作伙伴，因为英特尔的IDM 2.0战略似乎对代工厂的竞争力越来越强。”“因此，如果AMD收到足够多的晶圆来跟踪全年指导甚至更长时间，我们不会感到惊讶。”</blockquote></p><p> <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Joseph Moore, who just reinstated estimates for AMD, said he expects strong earnings above the consensus from AMD with \"strong demand across the board, and supply constraints due to substrates and to a lesser extent wafers.\"</p><p><blockquote><a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>刚刚恢复对AMD预期的分析师约瑟夫·摩尔(Joseph Moore)表示，他预计AMD的盈利将高于市场普遍预期，“全面需求强劲，以及基板和较小程度上晶圆造成的供应限制”。</blockquote></p><p> Moore expects fab priority to keep going to high margin products like servers and \"enthusiast desktop microprocessors\" and \"lowest-margin customers that are strategic and sole sourced\" like Microsoft Corp.'s <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> and Sony Group Corp.'s gaming consoles.</p><p><blockquote>摩尔预计晶圆厂将继续优先考虑服务器和“发烧友桌面微处理器”等高利润产品，以及微软公司等“利润最低的战略和独家采购客户”<a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>和索尼集团公司的游戏机。</blockquote></p><p> \"With competitors also dealing with supply constraints, overall pricing should be healthy,\" Moore said. The analysts expects AMD fiscal earnings of $2.04 a share in 2021, $2.59 a share in 2022, and $2.90 a share in 2023, while analysts surveyed by FactSet expect per-share earnings of $1.95, $2.51, and $3.23, respectively.</p><p><blockquote>摩尔表示：“由于竞争对手也面临供应限制，整体定价应该是健康的。”分析师预计AMD 2021财年每股收益为2.04美元，2022财年每股收益为2.59美元，2023财年每股收益为2.90美元，而FactSet调查的分析师预计每股收益分别为1.95美元、2.51美元和3.23美元。</blockquote></p><p> B of A Securities analyst Vivek Arya, who has a $100 price target, said of the larger chip market that \"Supply constraints could limit Q1 outperformance/Q2 outlook, but extend cycle into CY22\"</p><p><blockquote>B of A Securities分析师Vivek Arya的目标价为100美元，他在谈到更大的芯片市场时表示，“供应限制可能会限制第一季度的优异表现/第二季度的前景，但会将周期延长至2022年”</blockquote></p><p> For AMD, \"can it obtain enough incremental supply from TSMC to beat its already robust 37% YoY sales outlook for CY21 while firmly convincing investors around INTC share gains?\"</p><p><blockquote>对于AMD来说，“它能否从台积电获得足够的增量供应，以超越其本已强劲的2021年同比37%的销售前景，同时坚定地说服投资者相信INTC股价上涨？”</blockquote></p><p></p><p> Of the 36 analysts who cover AMD, 21 have buy or overweight ratings, 12 have hold ratings and three have sell ratings, with an average price target of $100.50.</p><p><blockquote>在关注AMD的36名分析师中，21名给予买入或跑赢大盘评级，12名给予持有评级，3名给予卖出评级，平均目标价为100.50美元。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD earnings: Are data center owners ‘digesting’ or just not buying Intel chips?<blockquote>AMD收益：数据中心所有者是在“消化”还是只是不购买英特尔芯片？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD earnings: Are data center owners ‘digesting’ or just not buying Intel chips?<blockquote>AMD收益：数据中心所有者是在“消化”还是只是不购买英特尔芯片？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-04-27 08:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p>AMD segment that includes data-center sales expected to almost triple in revenue after biggest rival's server sales declined</p><p><blockquote>在最大竞争对手的服务器销售额下降后，包括数据中心销售额在内的AMD部门的收入预计将增长近两倍</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/615a522a230f802ea7b3c7554e6a350b\" tg-width=\"1259\" tg-height=\"709\"><span>AMD first launched the EPYC family of server chips in 2017. AMD</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD于2017年首次推出了EPYC系列服务器芯片。AMD</span></p></blockquote></p><p> Advanced Micro Devices Inc. earnings will serve as an indication if the data-center market is truly in a \"digestion\" phase, as Intel Corp. reported.</p><p><blockquote>据英特尔公司报道，Advanced Micro Devices Inc.的收益将表明数据中心市场是否真正处于“消化”阶段。</blockquote></p><p> AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> is scheduled to report its first-quarter earnings on Tuesday after the close of markets. When Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> reported results last week, the market-share leader noted that the market was just bottoming from a \"digestion phase\" as its data-center sales dropped 20% year-over-year.</p><p><blockquote>AMD<a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>定于周二收盘后公布第一季度收益。当英特尔<a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a>这家市场份额领先者在上周公布的业绩中指出，由于其数据中心销售额同比下降20%，市场刚刚从“消化阶段”触底。</blockquote></p><p> Analysts questioned that characterization of a \"digestion phase,\" however, asking instead if AMD was taking share away from Intel</p><p><blockquote>然而，分析师质疑这种“消化阶段”的描述，而是质疑AMD是否正在从英特尔手中夺走市场份额</blockquote></p><p> Wall Street, on average, expects AMD to report $1.3 billion in enterprise, embedded, and semi-custom sales, the segment containing data-center and gaming-console chips, nearly triple the $348 million the company reported in the year-ago period .</p><p><blockquote>华尔街平均预计AMD的企业、嵌入式和半定制销售额（其中包括数据中心和游戏机芯片）将达到13亿美元，几乎是该公司去年同期报告的3.48亿美元的三倍。</blockquote></p><p> This all comes amid a continuing shortage of microchips to sate demand from global industries, and the companies that make the silicon wafers chip designs use, work to clear waiting lists that span several months.</p><p><blockquote>这一切都发生在微芯片持续短缺的情况下，以满足全球行业的需求，制造芯片设计使用的硅片的公司正在努力清除长达数月的等待名单。</blockquote></p><p> AMD said in its last earnings report that it expected data-center and gaming sales growth to continue well into 2021. AMD is forecast to report $1.89 billion in computing and graphics sales, a relatively modest 31% rise from a year ago.</p><p><blockquote>AMD在上一份财报中表示，预计数据中心和游戏销售增长将持续到2021年。AMD预计将公布18.9亿美元的计算和图形销售额，比一年前相对温和地增长31%。</blockquote></p><p> In early April, shareholders from AMD and Xilinx Inc.&nbsp;approved a $35 billion wrap-up between the two companies. In March, the company announced a&nbsp;new gaming card.</p><p><blockquote>4月初，AMD和Xilinx Inc.的股东批准了两家公司之间350亿美元的合并。三月份，该公司宣布了一款新的游戏卡。</blockquote></p><p> <b>What to expect</b></p><p><blockquote><b>期待什么</b></blockquote></p><p> Earnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 44 cents a share, up from 35 cents a share expected at the beginning of the quarter and 18 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 48 cents a share.</p><p><blockquote>盈利：在FactSet调查的34名分析师中，AMD平均预计调整后每股收益为44美分，高于本季度初预期的每股35美分和去年同期报告的每股18美分。Estimize是一个软件平台，众包对冲基金高管、券商、买方分析师和其他人对评级每股收益48美分的估计。</blockquote></p><p> Revenue: Back in January, AMD predicted first-quarter sales between $3.1 billion and $3.3 billion, while analysts on average had forecast revenue of $2.68 billion at the time. Now, 31 analysts, on average, expect revenue of $3.18 billion, up from the $1.79 billion reported in the year-ago quarter. Estimize expects revenue of $3.25 billion.</p><p><blockquote>营收：早在1月份，AMD就预测第一季度销售额在31亿美元至33亿美元之间，而当时分析师平均预测营收为26.8亿美元。目前，31名分析师平均预计营收为31.8亿美元，高于去年同期的17.9亿美元。Estimize预计营收为32.5亿美元。</blockquote></p><p> Stock movement: In the first quarter, AMD shares fell 14.4%. In contrast, the PHLX Semiconductor Index gained 11.8%, the S&amp;P 500 index gained 5.8%, and the tech-heavy Nasdaq Composite Index rose 2.8%.</p><p><blockquote>股票走势：第一季度，AMD股价下跌14.4%。相比之下，PHLX半导体指数上涨11.8%，标普500指数上涨5.8%，以科技股为主的纳斯达克综合指数上涨2.8%。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> Susquehanna Financial analyst Christopher Rolland, who has a positive rating and a $115 price target on AMD, said PC and graphics processing unit checks point to continued strong demand in the first quarter.</p><p><blockquote>Susquehanna Financial分析师Christopher Rolland对AMD给予正面评级，目标价为115美元，他表示，PC和图形处理部门的检查表明第一季度需求持续强劲。</blockquote></p><p> \"While many believe upside is capped by capacity constraints, we believe AMD is quickly becoming [Taiwan Semiconductor Manufacturing Co.'s (2330.TW)] preferred 'CPU' partner, as Intel's IDM 2.0 strategy appears increasingly competitive to thefoundry,\" Rolland said. \"Therefore, we would not be surprised to see AMD receive more than enough wafers to track toward full-year guidance and perhaps beyond.\"</p><p><blockquote>Rolland表示：“虽然许多人认为产能限制限制了上行空间，但我们相信AMD正在迅速成为[台积电公司(2330.TW)]首选的‘CPU’合作伙伴，因为英特尔的IDM 2.0战略似乎对代工厂的竞争力越来越强。”“因此，如果AMD收到足够多的晶圆来跟踪全年指导甚至更长时间，我们不会感到惊讶。”</blockquote></p><p> <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Joseph Moore, who just reinstated estimates for AMD, said he expects strong earnings above the consensus from AMD with \"strong demand across the board, and supply constraints due to substrates and to a lesser extent wafers.\"</p><p><blockquote><a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>刚刚恢复对AMD预期的分析师约瑟夫·摩尔(Joseph Moore)表示，他预计AMD的盈利将高于市场普遍预期，“全面需求强劲，以及基板和较小程度上晶圆造成的供应限制”。</blockquote></p><p> Moore expects fab priority to keep going to high margin products like servers and \"enthusiast desktop microprocessors\" and \"lowest-margin customers that are strategic and sole sourced\" like Microsoft Corp.'s <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> and Sony Group Corp.'s gaming consoles.</p><p><blockquote>摩尔预计晶圆厂将继续优先考虑服务器和“发烧友桌面微处理器”等高利润产品，以及微软公司等“利润最低的战略和独家采购客户”<a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>和索尼集团公司的游戏机。</blockquote></p><p> \"With competitors also dealing with supply constraints, overall pricing should be healthy,\" Moore said. The analysts expects AMD fiscal earnings of $2.04 a share in 2021, $2.59 a share in 2022, and $2.90 a share in 2023, while analysts surveyed by FactSet expect per-share earnings of $1.95, $2.51, and $3.23, respectively.</p><p><blockquote>摩尔表示：“由于竞争对手也面临供应限制，整体定价应该是健康的。”分析师预计AMD 2021财年每股收益为2.04美元，2022财年每股收益为2.59美元，2023财年每股收益为2.90美元，而FactSet调查的分析师预计每股收益分别为1.95美元、2.51美元和3.23美元。</blockquote></p><p> B of A Securities analyst Vivek Arya, who has a $100 price target, said of the larger chip market that \"Supply constraints could limit Q1 outperformance/Q2 outlook, but extend cycle into CY22\"</p><p><blockquote>B of A Securities分析师Vivek Arya的目标价为100美元，他在谈到更大的芯片市场时表示，“供应限制可能会限制第一季度的优异表现/第二季度的前景，但会将周期延长至2022年”</blockquote></p><p> For AMD, \"can it obtain enough incremental supply from TSMC to beat its already robust 37% YoY sales outlook for CY21 while firmly convincing investors around INTC share gains?\"</p><p><blockquote>对于AMD来说，“它能否从台积电获得足够的增量供应，以超越其本已强劲的2021年同比37%的销售前景，同时坚定地说服投资者相信INTC股价上涨？”</blockquote></p><p></p><p> Of the 36 analysts who cover AMD, 21 have buy or overweight ratings, 12 have hold ratings and three have sell ratings, with an average price target of $100.50.</p><p><blockquote>在关注AMD的36名分析师中，21名给予买入或跑赢大盘评级，12名给予持有评级，3名给予卖出评级，平均目标价为100.50美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/amd-earnings-are-data-center-owners-digesting-or-just-not-buying-intel-chips-11619473180?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/story/amd-earnings-are-data-center-owners-digesting-or-just-not-buying-intel-chips-11619473180?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2130522345","content_text":"AMD segment that includes data-center sales expected to almost triple in revenue after biggest rival's server sales declined\nAMD first launched the EPYC family of server chips in 2017. AMD\nAdvanced Micro Devices Inc. earnings will serve as an indication if the data-center market is truly in a \"digestion\" phase, as Intel Corp. reported.\nAMD $(AMD)$ is scheduled to report its first-quarter earnings on Tuesday after the close of markets. When Intel $(INTC)$ reported results last week, the market-share leader noted that the market was just bottoming from a \"digestion phase\" as its data-center sales dropped 20% year-over-year.\nAnalysts questioned that characterization of a \"digestion phase,\" however, asking instead if AMD was taking share away from Intel\nWall Street, on average, expects AMD to report $1.3 billion in enterprise, embedded, and semi-custom sales, the segment containing data-center and gaming-console chips, nearly triple the $348 million the company reported in the year-ago period .\nThis all comes amid a continuing shortage of microchips to sate demand from global industries, and the companies that make the silicon wafers chip designs use, work to clear waiting lists that span several months.\nAMD said in its last earnings report that it expected data-center and gaming sales growth to continue well into 2021. AMD is forecast to report $1.89 billion in computing and graphics sales, a relatively modest 31% rise from a year ago.\nIn early April, shareholders from AMD and Xilinx Inc. approved a $35 billion wrap-up between the two companies. In March, the company announced a new gaming card.\nWhat to expect\nEarnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 44 cents a share, up from 35 cents a share expected at the beginning of the quarter and 18 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 48 cents a share.\nRevenue: Back in January, AMD predicted first-quarter sales between $3.1 billion and $3.3 billion, while analysts on average had forecast revenue of $2.68 billion at the time. Now, 31 analysts, on average, expect revenue of $3.18 billion, up from the $1.79 billion reported in the year-ago quarter. Estimize expects revenue of $3.25 billion.\nStock movement: In the first quarter, AMD shares fell 14.4%. In contrast, the PHLX Semiconductor Index gained 11.8%, the S&P 500 index gained 5.8%, and the tech-heavy Nasdaq Composite Index rose 2.8%.\nWhat analysts are saying\nSusquehanna Financial analyst Christopher Rolland, who has a positive rating and a $115 price target on AMD, said PC and graphics processing unit checks point to continued strong demand in the first quarter.\n\"While many believe upside is capped by capacity constraints, we believe AMD is quickly becoming [Taiwan Semiconductor Manufacturing Co.'s (2330.TW)] preferred 'CPU' partner, as Intel's IDM 2.0 strategy appears increasingly competitive to thefoundry,\" Rolland said. \"Therefore, we would not be surprised to see AMD receive more than enough wafers to track toward full-year guidance and perhaps beyond.\"\nMorgan Stanley analyst Joseph Moore, who just reinstated estimates for AMD, said he expects strong earnings above the consensus from AMD with \"strong demand across the board, and supply constraints due to substrates and to a lesser extent wafers.\"\nMoore expects fab priority to keep going to high margin products like servers and \"enthusiast desktop microprocessors\" and \"lowest-margin customers that are strategic and sole sourced\" like Microsoft Corp.'s $(MSFT)$ and Sony Group Corp.'s gaming consoles.\n\"With competitors also dealing with supply constraints, overall pricing should be healthy,\" Moore said. The analysts expects AMD fiscal earnings of $2.04 a share in 2021, $2.59 a share in 2022, and $2.90 a share in 2023, while analysts surveyed by FactSet expect per-share earnings of $1.95, $2.51, and $3.23, respectively.\nB of A Securities analyst Vivek Arya, who has a $100 price target, said of the larger chip market that \"Supply constraints could limit Q1 outperformance/Q2 outlook, but extend cycle into CY22\"\nFor AMD, \"can it obtain enough incremental supply from TSMC to beat its already robust 37% YoY sales outlook for CY21 while firmly convincing investors around INTC share gains?\"\nOf the 36 analysts who cover AMD, 21 have buy or overweight ratings, 12 have hold ratings and three have sell ratings, with an average price target of 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thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/379011974","repostId":"1165321503","repostType":4,"isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":102446490,"gmtCreate":1620238193710,"gmtModify":1634206766532,"author":{"id":"3575366267501972","authorId":"3575366267501972","name":"虎媽","avatar":"https://static.tigerbbs.com/addaf8f5c70389d895e9f8f49cdc8283","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575366267501972","idStr":"3575366267501972"},"themes":[],"htmlText":"Where have the greens disappeared to?","listText":"Where have the greens disappeared to?","text":"Where have the greens disappeared to?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/102446490","repostId":"1148686352","repostType":4,"repost":{"id":"1148686352","kind":"news","pubTimestamp":1620224535,"share":"https://www.laohu8.com/m/news/1148686352?lang=zh_CN&edition=full","pubTime":"2021-05-05 22:22","market":"us","language":"en","title":"This Day In Market History: Panic Of 1893 Crashes Stock Market<blockquote>市场历史上的这一天：1893年的恐慌导致股市崩盘</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148686352","media":"benzinga","summary":"What Happened?On this day in 1893, U.S. stocks suffered their worst intraday loss in history at the ","content":"<p><div> What Happened?On this day in 1893, U.S. stocks suffered their worst intraday loss in history at the time. Where The Market Was:The Dow finished the day at 30.02. What Else Was Going On In The World?In...</p><p><blockquote><div>怎么回事？1893年的这一天，美股遭遇了当时历史上最严重的盘中跌幅。市场位置：道琼斯指数当天收于30.02点。世界上还发生了什么？在……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/general/education/21/05/20964728/this-day-in-market-history-panic-of-1893-crashes-stock-market\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/general/education/21/05/20964728/this-day-in-market-history-panic-of-1893-crashes-stock-market\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","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>This Day In Market History: Panic Of 1893 Crashes Stock Market<blockquote>市场历史上的这一天：1893年的恐慌导致股市崩盘</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\">\nThis Day In Market History: Panic Of 1893 Crashes Stock Market<blockquote>市场历史上的这一天：1893年的恐慌导致股市崩盘</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">benzinga</strong><span class=\"h-time small\">2021-05-05 22:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> What Happened?On this day in 1893, U.S. stocks suffered their worst intraday loss in history at the time. Where The Market Was:The Dow finished the day at 30.02. What Else Was Going On In The World?In...</p><p><blockquote><div>怎么回事？1893年的这一天，美股遭遇了当时历史上最严重的盘中跌幅。市场位置：道琼斯指数当天收于30.02点。世界上还发生了什么？在……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/general/education/21/05/20964728/this-day-in-market-history-panic-of-1893-crashes-stock-market\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/general/education/21/05/20964728/this-day-in-market-history-panic-of-1893-crashes-stock-market\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/general/education/21/05/20964728/this-day-in-market-history-panic-of-1893-crashes-stock-market\">benzinga</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":"https://www.benzinga.com/general/education/21/05/20964728/this-day-in-market-history-panic-of-1893-crashes-stock-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148686352","content_text":"What Happened?On this day in 1893, U.S. stocks suffered their worst intraday loss in history at the time.\nWhere The Market Was:The Dow finished the day at 30.02.\nWhat Else Was Going On In The World?In 1893, Thomas Edison completed the world’s first movie studio in West Orange, New Jersey. Lizzie Borden was acquitted of the ax murders of her father and stepmother. A fresh, one-pound beef steak cost 10 cents.\nPanic Of 1893:On May 5, 1893, the Dow Jones Index dropped more than 24% from 39.90 to 30.02. It would mark the worst intraday sell-off in U.S. history at the time, a record that would stand until 1929.\nThe Panic of 1893 was triggered in part by falling gold reserves in the U.S. Treasury. At the time, the U.S. was on the gold standard, meaning U.S. dollars could be redeemed for physical gold. When Treasury gold reserves dropped from $190 million in 1890 to $100 million by 1893, Americans grew concerned that the Treasury might run out of gold and began withdrawing bank notes and converting them to gold, placing extreme strain on the U.S. banking industry and credit markets.\nThe May 5 sell-off was triggered in part by the bankruptcy of Nation Cordage the day before.General Electric CompanyGE 0.34%shares dropped 28% on the day from $80 to $58.\nFortunately for investors, the Panic of 1893 didn’t last for long. By the end of the day, the market nearly completely recovered its losses. GE, for example, closed the session at $78.50.\nThe Panic of 1893 would ravage the U.S. economy, triggering a severe four-year depression. Roughly 14,000 U.S. businesses closed, and unemployment rose to 20%. The event would mark the worst economic downturn in U.S. history until the Great Depression began in 1929.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108847739,"gmtCreate":1620014475421,"gmtModify":1634208512511,"author":{"id":"3575366267501972","authorId":"3575366267501972","name":"虎媽","avatar":"https://static.tigerbbs.com/addaf8f5c70389d895e9f8f49cdc8283","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575366267501972","idStr":"3575366267501972"},"themes":[],"htmlText":"Comment thanks","listText":"Comment thanks","text":"Comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/108847739","repostId":"1129951066","repostType":4,"isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372978470,"gmtCreate":1619172882890,"gmtModify":1634288009652,"author":{"id":"3575366267501972","authorId":"3575366267501972","name":"虎媽","avatar":"https://static.tigerbbs.com/addaf8f5c70389d895e9f8f49cdc8283","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575366267501972","idStr":"3575366267501972"},"themes":[],"htmlText":"RIP","listText":"RIP","text":"RIP","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/372978470","repostId":"1180283228","repostType":4,"isVote":1,"tweetType":1,"viewCount":520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373398182,"gmtCreate":1618819954346,"gmtModify":1634290703393,"author":{"id":"3575366267501972","authorId":"3575366267501972","name":"虎媽","avatar":"https://static.tigerbbs.com/addaf8f5c70389d895e9f8f49cdc8283","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575366267501972","idStr":"3575366267501972"},"themes":[],"htmlText":"Like n comment thanks","listText":"Like n comment thanks","text":"Like n comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/373398182","repostId":"2128525488","repostType":4,"isVote":1,"tweetType":1,"viewCount":622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377558492,"gmtCreate":1619538347716,"gmtModify":1634211938896,"author":{"id":"3575366267501972","authorId":"3575366267501972","name":"虎媽","avatar":"https://static.tigerbbs.com/addaf8f5c70389d895e9f8f49cdc8283","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575366267501972","idStr":"3575366267501972"},"themes":[],"htmlText":"Comment thanks","listText":"Comment thanks","text":"Comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/377558492","repostId":"2130522345","repostType":4,"repost":{"id":"2130522345","kind":"highlight","pubTimestamp":1619484161,"share":"https://www.laohu8.com/m/news/2130522345?lang=zh_CN&edition=full","pubTime":"2021-04-27 08:42","market":"us","language":"en","title":"AMD earnings: Are data center owners ‘digesting’ or just not buying Intel chips?<blockquote>AMD收益：数据中心所有者是在“消化”还是只是不购买英特尔芯片？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2130522345","media":"MarketWatch","summary":"AMD segment that includes data-center sales expected to almost triple in revenue after biggest rival's server sales declined. AMD first launched the EPYC family of server chips in 2017. AMD. Advanced Micro Devices Inc. earnings will serve as an indication if the data-center market is truly in a \"digestion\" phase, as Intel Corp. reported.AMD $$ is scheduled to report its first-quarter earnings on Tuesday after the close of markets. When Intel $$ reported results last week, the market-share leader","content":"<p>AMD segment that includes data-center sales expected to almost triple in revenue after biggest rival's server sales declined</p><p><blockquote>在最大竞争对手的服务器销售额下降后，包括数据中心销售额在内的AMD部门的收入预计将增长近两倍</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/615a522a230f802ea7b3c7554e6a350b\" tg-width=\"1259\" tg-height=\"709\"><span>AMD first launched the EPYC family of server chips in 2017. AMD</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD于2017年首次推出了EPYC系列服务器芯片。AMD</span></p></blockquote></p><p> Advanced Micro Devices Inc. earnings will serve as an indication if the data-center market is truly in a \"digestion\" phase, as Intel Corp. reported.</p><p><blockquote>据英特尔公司报道，Advanced Micro Devices Inc.的收益将表明数据中心市场是否真正处于“消化”阶段。</blockquote></p><p> AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> is scheduled to report its first-quarter earnings on Tuesday after the close of markets. When Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> reported results last week, the market-share leader noted that the market was just bottoming from a \"digestion phase\" as its data-center sales dropped 20% year-over-year.</p><p><blockquote>AMD<a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>定于周二收盘后公布第一季度收益。当英特尔<a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a>这家市场份额领先者在上周公布的业绩中指出，由于其数据中心销售额同比下降20%，市场刚刚从“消化阶段”触底。</blockquote></p><p> Analysts questioned that characterization of a \"digestion phase,\" however, asking instead if AMD was taking share away from Intel</p><p><blockquote>然而，分析师质疑这种“消化阶段”的描述，而是质疑AMD是否正在从英特尔手中夺走市场份额</blockquote></p><p> Wall Street, on average, expects AMD to report $1.3 billion in enterprise, embedded, and semi-custom sales, the segment containing data-center and gaming-console chips, nearly triple the $348 million the company reported in the year-ago period .</p><p><blockquote>华尔街平均预计AMD的企业、嵌入式和半定制销售额（其中包括数据中心和游戏机芯片）将达到13亿美元，几乎是该公司去年同期报告的3.48亿美元的三倍。</blockquote></p><p> This all comes amid a continuing shortage of microchips to sate demand from global industries, and the companies that make the silicon wafers chip designs use, work to clear waiting lists that span several months.</p><p><blockquote>这一切都发生在微芯片持续短缺的情况下，以满足全球行业的需求，制造芯片设计使用的硅片的公司正在努力清除长达数月的等待名单。</blockquote></p><p> AMD said in its last earnings report that it expected data-center and gaming sales growth to continue well into 2021. AMD is forecast to report $1.89 billion in computing and graphics sales, a relatively modest 31% rise from a year ago.</p><p><blockquote>AMD在上一份财报中表示，预计数据中心和游戏销售增长将持续到2021年。AMD预计将公布18.9亿美元的计算和图形销售额，比一年前相对温和地增长31%。</blockquote></p><p> In early April, shareholders from AMD and Xilinx Inc.&nbsp;approved a $35 billion wrap-up between the two companies. In March, the company announced a&nbsp;new gaming card.</p><p><blockquote>4月初，AMD和Xilinx Inc.的股东批准了两家公司之间350亿美元的合并。三月份，该公司宣布了一款新的游戏卡。</blockquote></p><p> <b>What to expect</b></p><p><blockquote><b>期待什么</b></blockquote></p><p> Earnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 44 cents a share, up from 35 cents a share expected at the beginning of the quarter and 18 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 48 cents a share.</p><p><blockquote>盈利：在FactSet调查的34名分析师中，AMD平均预计调整后每股收益为44美分，高于本季度初预期的每股35美分和去年同期报告的每股18美分。Estimize是一个软件平台，众包对冲基金高管、券商、买方分析师和其他人对评级每股收益48美分的估计。</blockquote></p><p> Revenue: Back in January, AMD predicted first-quarter sales between $3.1 billion and $3.3 billion, while analysts on average had forecast revenue of $2.68 billion at the time. Now, 31 analysts, on average, expect revenue of $3.18 billion, up from the $1.79 billion reported in the year-ago quarter. Estimize expects revenue of $3.25 billion.</p><p><blockquote>营收：早在1月份，AMD就预测第一季度销售额在31亿美元至33亿美元之间，而当时分析师平均预测营收为26.8亿美元。目前，31名分析师平均预计营收为31.8亿美元，高于去年同期的17.9亿美元。Estimize预计营收为32.5亿美元。</blockquote></p><p> Stock movement: In the first quarter, AMD shares fell 14.4%. In contrast, the PHLX Semiconductor Index gained 11.8%, the S&amp;P 500 index gained 5.8%, and the tech-heavy Nasdaq Composite Index rose 2.8%.</p><p><blockquote>股票走势：第一季度，AMD股价下跌14.4%。相比之下，PHLX半导体指数上涨11.8%，标普500指数上涨5.8%，以科技股为主的纳斯达克综合指数上涨2.8%。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> Susquehanna Financial analyst Christopher Rolland, who has a positive rating and a $115 price target on AMD, said PC and graphics processing unit checks point to continued strong demand in the first quarter.</p><p><blockquote>Susquehanna Financial分析师Christopher Rolland对AMD给予正面评级，目标价为115美元，他表示，PC和图形处理部门的检查表明第一季度需求持续强劲。</blockquote></p><p> \"While many believe upside is capped by capacity constraints, we believe AMD is quickly becoming [Taiwan Semiconductor Manufacturing Co.'s (2330.TW)] preferred 'CPU' partner, as Intel's IDM 2.0 strategy appears increasingly competitive to thefoundry,\" Rolland said. \"Therefore, we would not be surprised to see AMD receive more than enough wafers to track toward full-year guidance and perhaps beyond.\"</p><p><blockquote>Rolland表示：“虽然许多人认为产能限制限制了上行空间，但我们相信AMD正在迅速成为[台积电公司(2330.TW)]首选的‘CPU’合作伙伴，因为英特尔的IDM 2.0战略似乎对代工厂的竞争力越来越强。”“因此，如果AMD收到足够多的晶圆来跟踪全年指导甚至更长时间，我们不会感到惊讶。”</blockquote></p><p> <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Joseph Moore, who just reinstated estimates for AMD, said he expects strong earnings above the consensus from AMD with \"strong demand across the board, and supply constraints due to substrates and to a lesser extent wafers.\"</p><p><blockquote><a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>刚刚恢复对AMD预期的分析师约瑟夫·摩尔(Joseph Moore)表示，他预计AMD的盈利将高于市场普遍预期，“全面需求强劲，以及基板和较小程度上晶圆造成的供应限制”。</blockquote></p><p> Moore expects fab priority to keep going to high margin products like servers and \"enthusiast desktop microprocessors\" and \"lowest-margin customers that are strategic and sole sourced\" like Microsoft Corp.'s <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> and Sony Group Corp.'s gaming consoles.</p><p><blockquote>摩尔预计晶圆厂将继续优先考虑服务器和“发烧友桌面微处理器”等高利润产品，以及微软公司等“利润最低的战略和独家采购客户”<a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>和索尼集团公司的游戏机。</blockquote></p><p> \"With competitors also dealing with supply constraints, overall pricing should be healthy,\" Moore said. The analysts expects AMD fiscal earnings of $2.04 a share in 2021, $2.59 a share in 2022, and $2.90 a share in 2023, while analysts surveyed by FactSet expect per-share earnings of $1.95, $2.51, and $3.23, respectively.</p><p><blockquote>摩尔表示：“由于竞争对手也面临供应限制，整体定价应该是健康的。”分析师预计AMD 2021财年每股收益为2.04美元，2022财年每股收益为2.59美元，2023财年每股收益为2.90美元，而FactSet调查的分析师预计每股收益分别为1.95美元、2.51美元和3.23美元。</blockquote></p><p> B of A Securities analyst Vivek Arya, who has a $100 price target, said of the larger chip market that \"Supply constraints could limit Q1 outperformance/Q2 outlook, but extend cycle into CY22\"</p><p><blockquote>B of A Securities分析师Vivek Arya的目标价为100美元，他在谈到更大的芯片市场时表示，“供应限制可能会限制第一季度的优异表现/第二季度的前景，但会将周期延长至2022年”</blockquote></p><p> For AMD, \"can it obtain enough incremental supply from TSMC to beat its already robust 37% YoY sales outlook for CY21 while firmly convincing investors around INTC share gains?\"</p><p><blockquote>对于AMD来说，“它能否从台积电获得足够的增量供应，以超越其本已强劲的2021年同比37%的销售前景，同时坚定地说服投资者相信INTC股价上涨？”</blockquote></p><p></p><p> Of the 36 analysts who cover AMD, 21 have buy or overweight ratings, 12 have hold ratings and three have sell ratings, with an average price target of $100.50.</p><p><blockquote>在关注AMD的36名分析师中，21名给予买入或跑赢大盘评级，12名给予持有评级，3名给予卖出评级，平均目标价为100.50美元。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD earnings: Are data center owners ‘digesting’ or just not buying Intel chips?<blockquote>AMD收益：数据中心所有者是在“消化”还是只是不购买英特尔芯片？</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\">\nAMD earnings: Are data center owners ‘digesting’ or just not buying Intel chips?<blockquote>AMD收益：数据中心所有者是在“消化”还是只是不购买英特尔芯片？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-04-27 08:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p>AMD segment that includes data-center sales expected to almost triple in revenue after biggest rival's server sales declined</p><p><blockquote>在最大竞争对手的服务器销售额下降后，包括数据中心销售额在内的AMD部门的收入预计将增长近两倍</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/615a522a230f802ea7b3c7554e6a350b\" tg-width=\"1259\" tg-height=\"709\"><span>AMD first launched the EPYC family of server chips in 2017. AMD</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD于2017年首次推出了EPYC系列服务器芯片。AMD</span></p></blockquote></p><p> Advanced Micro Devices Inc. earnings will serve as an indication if the data-center market is truly in a \"digestion\" phase, as Intel Corp. reported.</p><p><blockquote>据英特尔公司报道，Advanced Micro Devices Inc.的收益将表明数据中心市场是否真正处于“消化”阶段。</blockquote></p><p> AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> is scheduled to report its first-quarter earnings on Tuesday after the close of markets. When Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> reported results last week, the market-share leader noted that the market was just bottoming from a \"digestion phase\" as its data-center sales dropped 20% year-over-year.</p><p><blockquote>AMD<a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>定于周二收盘后公布第一季度收益。当英特尔<a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a>这家市场份额领先者在上周公布的业绩中指出，由于其数据中心销售额同比下降20%，市场刚刚从“消化阶段”触底。</blockquote></p><p> Analysts questioned that characterization of a \"digestion phase,\" however, asking instead if AMD was taking share away from Intel</p><p><blockquote>然而，分析师质疑这种“消化阶段”的描述，而是质疑AMD是否正在从英特尔手中夺走市场份额</blockquote></p><p> Wall Street, on average, expects AMD to report $1.3 billion in enterprise, embedded, and semi-custom sales, the segment containing data-center and gaming-console chips, nearly triple the $348 million the company reported in the year-ago period .</p><p><blockquote>华尔街平均预计AMD的企业、嵌入式和半定制销售额（其中包括数据中心和游戏机芯片）将达到13亿美元，几乎是该公司去年同期报告的3.48亿美元的三倍。</blockquote></p><p> This all comes amid a continuing shortage of microchips to sate demand from global industries, and the companies that make the silicon wafers chip designs use, work to clear waiting lists that span several months.</p><p><blockquote>这一切都发生在微芯片持续短缺的情况下，以满足全球行业的需求，制造芯片设计使用的硅片的公司正在努力清除长达数月的等待名单。</blockquote></p><p> AMD said in its last earnings report that it expected data-center and gaming sales growth to continue well into 2021. AMD is forecast to report $1.89 billion in computing and graphics sales, a relatively modest 31% rise from a year ago.</p><p><blockquote>AMD在上一份财报中表示，预计数据中心和游戏销售增长将持续到2021年。AMD预计将公布18.9亿美元的计算和图形销售额，比一年前相对温和地增长31%。</blockquote></p><p> In early April, shareholders from AMD and Xilinx Inc.&nbsp;approved a $35 billion wrap-up between the two companies. In March, the company announced a&nbsp;new gaming card.</p><p><blockquote>4月初，AMD和Xilinx Inc.的股东批准了两家公司之间350亿美元的合并。三月份，该公司宣布了一款新的游戏卡。</blockquote></p><p> <b>What to expect</b></p><p><blockquote><b>期待什么</b></blockquote></p><p> Earnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 44 cents a share, up from 35 cents a share expected at the beginning of the quarter and 18 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 48 cents a share.</p><p><blockquote>盈利：在FactSet调查的34名分析师中，AMD平均预计调整后每股收益为44美分，高于本季度初预期的每股35美分和去年同期报告的每股18美分。Estimize是一个软件平台，众包对冲基金高管、券商、买方分析师和其他人对评级每股收益48美分的估计。</blockquote></p><p> Revenue: Back in January, AMD predicted first-quarter sales between $3.1 billion and $3.3 billion, while analysts on average had forecast revenue of $2.68 billion at the time. Now, 31 analysts, on average, expect revenue of $3.18 billion, up from the $1.79 billion reported in the year-ago quarter. Estimize expects revenue of $3.25 billion.</p><p><blockquote>营收：早在1月份，AMD就预测第一季度销售额在31亿美元至33亿美元之间，而当时分析师平均预测营收为26.8亿美元。目前，31名分析师平均预计营收为31.8亿美元，高于去年同期的17.9亿美元。Estimize预计营收为32.5亿美元。</blockquote></p><p> Stock movement: In the first quarter, AMD shares fell 14.4%. In contrast, the PHLX Semiconductor Index gained 11.8%, the S&amp;P 500 index gained 5.8%, and the tech-heavy Nasdaq Composite Index rose 2.8%.</p><p><blockquote>股票走势：第一季度，AMD股价下跌14.4%。相比之下，PHLX半导体指数上涨11.8%，标普500指数上涨5.8%，以科技股为主的纳斯达克综合指数上涨2.8%。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> Susquehanna Financial analyst Christopher Rolland, who has a positive rating and a $115 price target on AMD, said PC and graphics processing unit checks point to continued strong demand in the first quarter.</p><p><blockquote>Susquehanna Financial分析师Christopher Rolland对AMD给予正面评级，目标价为115美元，他表示，PC和图形处理部门的检查表明第一季度需求持续强劲。</blockquote></p><p> \"While many believe upside is capped by capacity constraints, we believe AMD is quickly becoming [Taiwan Semiconductor Manufacturing Co.'s (2330.TW)] preferred 'CPU' partner, as Intel's IDM 2.0 strategy appears increasingly competitive to thefoundry,\" Rolland said. \"Therefore, we would not be surprised to see AMD receive more than enough wafers to track toward full-year guidance and perhaps beyond.\"</p><p><blockquote>Rolland表示：“虽然许多人认为产能限制限制了上行空间，但我们相信AMD正在迅速成为[台积电公司(2330.TW)]首选的‘CPU’合作伙伴，因为英特尔的IDM 2.0战略似乎对代工厂的竞争力越来越强。”“因此，如果AMD收到足够多的晶圆来跟踪全年指导甚至更长时间，我们不会感到惊讶。”</blockquote></p><p> <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Joseph Moore, who just reinstated estimates for AMD, said he expects strong earnings above the consensus from AMD with \"strong demand across the board, and supply constraints due to substrates and to a lesser extent wafers.\"</p><p><blockquote><a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>刚刚恢复对AMD预期的分析师约瑟夫·摩尔(Joseph Moore)表示，他预计AMD的盈利将高于市场普遍预期，“全面需求强劲，以及基板和较小程度上晶圆造成的供应限制”。</blockquote></p><p> Moore expects fab priority to keep going to high margin products like servers and \"enthusiast desktop microprocessors\" and \"lowest-margin customers that are strategic and sole sourced\" like Microsoft Corp.'s <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> and Sony Group Corp.'s gaming consoles.</p><p><blockquote>摩尔预计晶圆厂将继续优先考虑服务器和“发烧友桌面微处理器”等高利润产品，以及微软公司等“利润最低的战略和独家采购客户”<a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>和索尼集团公司的游戏机。</blockquote></p><p> \"With competitors also dealing with supply constraints, overall pricing should be healthy,\" Moore said. The analysts expects AMD fiscal earnings of $2.04 a share in 2021, $2.59 a share in 2022, and $2.90 a share in 2023, while analysts surveyed by FactSet expect per-share earnings of $1.95, $2.51, and $3.23, respectively.</p><p><blockquote>摩尔表示：“由于竞争对手也面临供应限制，整体定价应该是健康的。”分析师预计AMD 2021财年每股收益为2.04美元，2022财年每股收益为2.59美元，2023财年每股收益为2.90美元，而FactSet调查的分析师预计每股收益分别为1.95美元、2.51美元和3.23美元。</blockquote></p><p> B of A Securities analyst Vivek Arya, who has a $100 price target, said of the larger chip market that \"Supply constraints could limit Q1 outperformance/Q2 outlook, but extend cycle into CY22\"</p><p><blockquote>B of A Securities分析师Vivek Arya的目标价为100美元，他在谈到更大的芯片市场时表示，“供应限制可能会限制第一季度的优异表现/第二季度的前景，但会将周期延长至2022年”</blockquote></p><p> For AMD, \"can it obtain enough incremental supply from TSMC to beat its already robust 37% YoY sales outlook for CY21 while firmly convincing investors around INTC share gains?\"</p><p><blockquote>对于AMD来说，“它能否从台积电获得足够的增量供应，以超越其本已强劲的2021年同比37%的销售前景，同时坚定地说服投资者相信INTC股价上涨？”</blockquote></p><p></p><p> Of the 36 analysts who cover AMD, 21 have buy or overweight ratings, 12 have hold ratings and three have sell ratings, with an average price target of $100.50.</p><p><blockquote>在关注AMD的36名分析师中，21名给予买入或跑赢大盘评级，12名给予持有评级，3名给予卖出评级，平均目标价为100.50美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/amd-earnings-are-data-center-owners-digesting-or-just-not-buying-intel-chips-11619473180?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/story/amd-earnings-are-data-center-owners-digesting-or-just-not-buying-intel-chips-11619473180?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2130522345","content_text":"AMD segment that includes data-center sales expected to almost triple in revenue after biggest rival's server sales declined\nAMD first launched the EPYC family of server chips in 2017. AMD\nAdvanced Micro Devices Inc. earnings will serve as an indication if the data-center market is truly in a \"digestion\" phase, as Intel Corp. reported.\nAMD $(AMD)$ is scheduled to report its first-quarter earnings on Tuesday after the close of markets. When Intel $(INTC)$ reported results last week, the market-share leader noted that the market was just bottoming from a \"digestion phase\" as its data-center sales dropped 20% year-over-year.\nAnalysts questioned that characterization of a \"digestion phase,\" however, asking instead if AMD was taking share away from Intel\nWall Street, on average, expects AMD to report $1.3 billion in enterprise, embedded, and semi-custom sales, the segment containing data-center and gaming-console chips, nearly triple the $348 million the company reported in the year-ago period .\nThis all comes amid a continuing shortage of microchips to sate demand from global industries, and the companies that make the silicon wafers chip designs use, work to clear waiting lists that span several months.\nAMD said in its last earnings report that it expected data-center and gaming sales growth to continue well into 2021. AMD is forecast to report $1.89 billion in computing and graphics sales, a relatively modest 31% rise from a year ago.\nIn early April, shareholders from AMD and Xilinx Inc. approved a $35 billion wrap-up between the two companies. In March, the company announced a new gaming card.\nWhat to expect\nEarnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 44 cents a share, up from 35 cents a share expected at the beginning of the quarter and 18 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 48 cents a share.\nRevenue: Back in January, AMD predicted first-quarter sales between $3.1 billion and $3.3 billion, while analysts on average had forecast revenue of $2.68 billion at the time. Now, 31 analysts, on average, expect revenue of $3.18 billion, up from the $1.79 billion reported in the year-ago quarter. Estimize expects revenue of $3.25 billion.\nStock movement: In the first quarter, AMD shares fell 14.4%. In contrast, the PHLX Semiconductor Index gained 11.8%, the S&P 500 index gained 5.8%, and the tech-heavy Nasdaq Composite Index rose 2.8%.\nWhat analysts are saying\nSusquehanna Financial analyst Christopher Rolland, who has a positive rating and a $115 price target on AMD, said PC and graphics processing unit checks point to continued strong demand in the first quarter.\n\"While many believe upside is capped by capacity constraints, we believe AMD is quickly becoming [Taiwan Semiconductor Manufacturing Co.'s (2330.TW)] preferred 'CPU' partner, as Intel's IDM 2.0 strategy appears increasingly competitive to thefoundry,\" Rolland said. \"Therefore, we would not be surprised to see AMD receive more than enough wafers to track toward full-year guidance and perhaps beyond.\"\nMorgan Stanley analyst Joseph Moore, who just reinstated estimates for AMD, said he expects strong earnings above the consensus from AMD with \"strong demand across the board, and supply constraints due to substrates and to a lesser extent wafers.\"\nMoore expects fab priority to keep going to high margin products like servers and \"enthusiast desktop microprocessors\" and \"lowest-margin customers that are strategic and sole sourced\" like Microsoft Corp.'s $(MSFT)$ and Sony Group Corp.'s gaming consoles.\n\"With competitors also dealing with supply constraints, overall pricing should be healthy,\" Moore said. The analysts expects AMD fiscal earnings of $2.04 a share in 2021, $2.59 a share in 2022, and $2.90 a share in 2023, while analysts surveyed by FactSet expect per-share earnings of $1.95, $2.51, and $3.23, respectively.\nB of A Securities analyst Vivek Arya, who has a $100 price target, said of the larger chip market that \"Supply constraints could limit Q1 outperformance/Q2 outlook, but extend cycle into CY22\"\nFor AMD, \"can it obtain enough incremental supply from TSMC to beat its already robust 37% YoY sales outlook for CY21 while firmly convincing investors around INTC share gains?\"\nOf the 36 analysts who cover AMD, 21 have buy or overweight ratings, 12 have hold ratings and three have sell ratings, with an average price target of $100.50.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378352744,"gmtCreate":1619004869188,"gmtModify":1634289296654,"author":{"id":"3575366267501972","authorId":"3575366267501972","name":"虎媽","avatar":"https://static.tigerbbs.com/addaf8f5c70389d895e9f8f49cdc8283","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575366267501972","idStr":"3575366267501972"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/378352744","repostId":"1193736432","repostType":4,"isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370105020,"gmtCreate":1618559520160,"gmtModify":1634292084607,"author":{"id":"3575366267501972","authorId":"3575366267501972","name":"虎媽","avatar":"https://static.tigerbbs.com/addaf8f5c70389d895e9f8f49cdc8283","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575366267501972","idStr":"3575366267501972"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/370105020","repostId":"1153076451","repostType":4,"isVote":1,"tweetType":1,"viewCount":769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183540227,"gmtCreate":1623337410069,"gmtModify":1634034398477,"author":{"id":"3575366267501972","authorId":"3575366267501972","name":"虎媽","avatar":"https://static.tigerbbs.com/addaf8f5c70389d895e9f8f49cdc8283","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575366267501972","idStr":"3575366267501972"},"themes":[],"htmlText":"Tell me your opinion about this news...","listText":"Tell me your opinion about this news...","text":"Tell me your opinion about this news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/183540227","repostId":"1180064020","repostType":4,"repost":{"id":"1180064020","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623331902,"share":"https://www.laohu8.com/m/news/1180064020?lang=zh_CN&edition=full","pubTime":"2021-06-10 21:31","market":"us","language":"en","title":"U.S. stocks gained in Thursday open. Chinese Education Stocks soared<blockquote>美国股市周四开盘上涨。中国教育股飙升</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180064020","media":"Tiger Newspress","summary":"(June 10) U.S. stocks gained in Thursday open. Chinese Education Stocks soared.\nAirline stocks rally","content":"<p>(June 10)&nbsp;U.S. stocks gained in Thursday open.&nbsp;Chinese Education Stocks soared.</p><p><blockquote>（6月10日）美国。股市周四开盘上涨。中国教育股飙升。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3319d3b4d9de022c9ba1cf2e2452ee50\" tg-width=\"307\" tg-height=\"241\" referrerpolicy=\"no-referrer\">Airline stocks rally.</p><p><blockquote>航空股上涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/918397d0861786d9643834f404915b8f\" tg-width=\"303\" tg-height=\"364\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Video-game retailer and meme stock GameStop fell over 6%&nbsp;in morning trading even after the company tapped formerAmazon executive Matt Furlong to be its next CEOand said that sales rose 25% last quarter. The company also said it may sell up to 5 million additional shares.</p><p><blockquote>视频游戏零售商和meme股票游戏驿站在早盘交易中下跌超过6%，尽管该公司任命前亚马逊高管马特·弗隆(Matt Furlong)为下一任首席执行官，并表示上季度销售额增长了25%。该公司还表示，可能会额外出售最多500万股股票。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5437e23fe0b63fa6886cf840ceac1e81\" tg-width=\"700\" tg-height=\"584\" referrerpolicy=\"no-referrer\">U.S. stocks climbed on Thursday as investors shrugged off a key inflation report that showed a bigger-than-expected increase in price pressures.</p><p><blockquote>美国股市周四上涨，投资者对一份关键的通胀报告不屑一顾，该报告显示价格压力增幅大于预期。</blockquote></p><p> The Dow Jones Industrial Average rose 200 points, while theS&amp;P 500edged 0.4% higher. The Nasdaq Composite traded 0.2% higher even with bond yields rising.</p><p><blockquote>道琼斯工业平均指数上涨200点，标准普尔500指数小幅上涨0.4%。尽管债券收益率上升，纳斯达克综合指数仍上涨0.2%。</blockquote></p><p> Consumer prices for May accelerated at their fastest pace since the summer of 2008 amid the economic recovery from the pandemic-triggered recession,the Labor Department reported Thursday.</p><p><blockquote>美国劳工部周四报告称，随着经济从大流行引发的衰退中复苏，5月份消费者价格以2008年夏季以来最快的速度上涨。</blockquote></p><p> The consumer price index, which represents a basket including food, energy, groceries across a spectrum of goods, rose 5% from a year ago. Economists surveyed by Dow Jones had been expecting a gain of 4.7%.</p><p><blockquote>代表包括食品、能源、杂货在内的一篮子商品的消费者价格指数比一年前上涨了5%。道琼斯调查的经济学家此前预计涨幅为4.7%。</blockquote></p><p> Fears of spiking inflation have weighed on the stock market in the last month, with investors worried the jump in prices will raise costs for companies, spark a move higher in interest rates and cause the Federal Reserve to remove its easy money policies.</p><p><blockquote>上个月，对通胀飙升的担忧打压了股市，投资者担心价格上涨将提高企业成本，引发利率上升，并导致美联储取消宽松货币政策。</blockquote></p><p> “This CPI isn’t likely to change the narrative dramatically and there are still indications that inflation momentum is set to abate in the coming months,” Adam Crisafulli, founder of Vital Knowledge, said in a note Thursday.</p><p><blockquote>Vital Knowledge创始人亚当·克里萨富利(Adam Crisafulli)周四在一份报告中表示：“CPI不太可能大幅改变人们的说法，而且仍有迹象表明通胀势头将在未来几个月减弱。”</blockquote></p><p> Many economists also said the surge in used car costs for the month could have skewed the inflation reading. Used car and truck prices jumped more than 7%, accounting for one-third of the total increase for the month, according to the BLS. The jump in used car prices likely reflects a temporary phenomenon related to the pandemic and auto supply.</p><p><blockquote>许多经济学家还表示，本月二手车成本的飙升可能会扭曲通胀数据。根据美国劳工统计局的数据，二手车和卡车价格上涨了7%以上，占本月总涨幅的三分之一。二手车价格的上涨可能反映了与疫情和汽车供应相关的暂时现象。</blockquote></p><p> UPS shares rose about 1% in premarket trading afteran upgrade from JPMorgan. Shares of Boeing and Delta Air Lines were also higher in premarket trading.</p><p><blockquote>摩根大通上调评级后，UPS股价在盘前交易中上涨约1%。波音和达美航空的股价在盘前交易中也走高。</blockquote></p><p> U.S. markets continued to trade within a tight range on Wednesday, with all three major indexes ending the day within 0.5% of Tuesday’s closing levels. The Dow, S&amp;P 500 and Nasdaq Composite all fell during regular trading, ending the session further away from their respective all-time highs.</p><p><blockquote>美国市场周三继续窄幅震荡，三大股指当天收盘均较周二收盘水平在0.5%以内。道琼斯指数、标普500指数和纳斯达克综合指数在常规交易中均下跌，收盘时进一步远离各自的历史高点。</blockquote></p><p> The S&amp;P 500 remains closest to its benchmark and is just 0.44% away from a new all-time high. The Dow and Nasdaq are roughly 2% away from records.</p><p><blockquote>标普500仍然最接近其基准，距离历史新高仅0.44%。道琼斯指数和纳斯达克指数距离创纪录水平约2%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stocks gained in Thursday open. Chinese Education Stocks soared<blockquote>美国股市周四开盘上涨。中国教育股飙升</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. stocks gained in Thursday open. Chinese Education Stocks soared<blockquote>美国股市周四开盘上涨。中国教育股飙升</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-06-10 21:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(June 10)&nbsp;U.S. stocks gained in Thursday open.&nbsp;Chinese Education Stocks soared.</p><p><blockquote>（6月10日）美国。股市周四开盘上涨。中国教育股飙升。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3319d3b4d9de022c9ba1cf2e2452ee50\" tg-width=\"307\" tg-height=\"241\" referrerpolicy=\"no-referrer\">Airline stocks rally.</p><p><blockquote>航空股上涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/918397d0861786d9643834f404915b8f\" tg-width=\"303\" tg-height=\"364\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Video-game retailer and meme stock GameStop fell over 6%&nbsp;in morning trading even after the company tapped formerAmazon executive Matt Furlong to be its next CEOand said that sales rose 25% last quarter. The company also said it may sell up to 5 million additional shares.</p><p><blockquote>视频游戏零售商和meme股票游戏驿站在早盘交易中下跌超过6%，尽管该公司任命前亚马逊高管马特·弗隆(Matt Furlong)为下一任首席执行官，并表示上季度销售额增长了25%。该公司还表示，可能会额外出售最多500万股股票。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5437e23fe0b63fa6886cf840ceac1e81\" tg-width=\"700\" tg-height=\"584\" referrerpolicy=\"no-referrer\">U.S. stocks climbed on Thursday as investors shrugged off a key inflation report that showed a bigger-than-expected increase in price pressures.</p><p><blockquote>美国股市周四上涨，投资者对一份关键的通胀报告不屑一顾，该报告显示价格压力增幅大于预期。</blockquote></p><p> The Dow Jones Industrial Average rose 200 points, while theS&amp;P 500edged 0.4% higher. The Nasdaq Composite traded 0.2% higher even with bond yields rising.</p><p><blockquote>道琼斯工业平均指数上涨200点，标准普尔500指数小幅上涨0.4%。尽管债券收益率上升，纳斯达克综合指数仍上涨0.2%。</blockquote></p><p> Consumer prices for May accelerated at their fastest pace since the summer of 2008 amid the economic recovery from the pandemic-triggered recession,the Labor Department reported Thursday.</p><p><blockquote>美国劳工部周四报告称，随着经济从大流行引发的衰退中复苏，5月份消费者价格以2008年夏季以来最快的速度上涨。</blockquote></p><p> The consumer price index, which represents a basket including food, energy, groceries across a spectrum of goods, rose 5% from a year ago. Economists surveyed by Dow Jones had been expecting a gain of 4.7%.</p><p><blockquote>代表包括食品、能源、杂货在内的一篮子商品的消费者价格指数比一年前上涨了5%。道琼斯调查的经济学家此前预计涨幅为4.7%。</blockquote></p><p> Fears of spiking inflation have weighed on the stock market in the last month, with investors worried the jump in prices will raise costs for companies, spark a move higher in interest rates and cause the Federal Reserve to remove its easy money policies.</p><p><blockquote>上个月，对通胀飙升的担忧打压了股市，投资者担心价格上涨将提高企业成本，引发利率上升，并导致美联储取消宽松货币政策。</blockquote></p><p> “This CPI isn’t likely to change the narrative dramatically and there are still indications that inflation momentum is set to abate in the coming months,” Adam Crisafulli, founder of Vital Knowledge, said in a note Thursday.</p><p><blockquote>Vital Knowledge创始人亚当·克里萨富利(Adam Crisafulli)周四在一份报告中表示：“CPI不太可能大幅改变人们的说法，而且仍有迹象表明通胀势头将在未来几个月减弱。”</blockquote></p><p> Many economists also said the surge in used car costs for the month could have skewed the inflation reading. Used car and truck prices jumped more than 7%, accounting for one-third of the total increase for the month, according to the BLS. The jump in used car prices likely reflects a temporary phenomenon related to the pandemic and auto supply.</p><p><blockquote>许多经济学家还表示，本月二手车成本的飙升可能会扭曲通胀数据。根据美国劳工统计局的数据，二手车和卡车价格上涨了7%以上，占本月总涨幅的三分之一。二手车价格的上涨可能反映了与疫情和汽车供应相关的暂时现象。</blockquote></p><p> UPS shares rose about 1% in premarket trading afteran upgrade from JPMorgan. Shares of Boeing and Delta Air Lines were also higher in premarket trading.</p><p><blockquote>摩根大通上调评级后，UPS股价在盘前交易中上涨约1%。波音和达美航空的股价在盘前交易中也走高。</blockquote></p><p> U.S. markets continued to trade within a tight range on Wednesday, with all three major indexes ending the day within 0.5% of Tuesday’s closing levels. The Dow, S&amp;P 500 and Nasdaq Composite all fell during regular trading, ending the session further away from their respective all-time highs.</p><p><blockquote>美国市场周三继续窄幅震荡，三大股指当天收盘均较周二收盘水平在0.5%以内。道琼斯指数、标普500指数和纳斯达克综合指数在常规交易中均下跌，收盘时进一步远离各自的历史高点。</blockquote></p><p> The S&amp;P 500 remains closest to its benchmark and is just 0.44% away from a new all-time high. The Dow and Nasdaq are roughly 2% away from records.</p><p><blockquote>标普500仍然最接近其基准，距离历史新高仅0.44%。道琼斯指数和纳斯达克指数距离创纪录水平约2%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180064020","content_text":"(June 10) U.S. stocks gained in Thursday open. Chinese Education Stocks soared.\nAirline stocks rally.\n\nVideo-game retailer and meme stock GameStop fell over 6% in morning trading even after the company tapped formerAmazon executive Matt Furlong to be its next CEOand said that sales rose 25% last quarter. The company also said it may sell up to 5 million additional shares.\nU.S. stocks climbed on Thursday as investors shrugged off a key inflation report that showed a bigger-than-expected increase in price pressures.\nThe Dow Jones Industrial Average rose 200 points, while theS&P 500edged 0.4% higher. The Nasdaq Composite traded 0.2% higher even with bond yields rising.\nConsumer prices for May accelerated at their fastest pace since the summer of 2008 amid the economic recovery from the pandemic-triggered recession,the Labor Department reported Thursday.\nThe consumer price index, which represents a basket including food, energy, groceries across a spectrum of goods, rose 5% from a year ago. Economists surveyed by Dow Jones had been expecting a gain of 4.7%.\nFears of spiking inflation have weighed on the stock market in the last month, with investors worried the jump in prices will raise costs for companies, spark a move higher in interest rates and cause the Federal Reserve to remove its easy money policies.\n“This CPI isn’t likely to change the narrative dramatically and there are still indications that inflation momentum is set to abate in the coming months,” Adam Crisafulli, founder of Vital Knowledge, said in a note Thursday.\nMany economists also said the surge in used car costs for the month could have skewed the inflation reading. Used car and truck prices jumped more than 7%, accounting for one-third of the total increase for the month, according to the BLS. The jump in used car prices likely reflects a temporary phenomenon related to the pandemic and auto supply.\nUPS shares rose about 1% in premarket trading afteran upgrade from JPMorgan. Shares of Boeing and Delta Air Lines were also higher in premarket trading.\nU.S. markets continued to trade within a tight range on Wednesday, with all three major indexes ending the day within 0.5% of Tuesday’s closing levels. The Dow, S&P 500 and Nasdaq Composite all fell during regular trading, ending the session further away from their respective all-time highs.\nThe S&P 500 remains closest to its benchmark and is just 0.44% away from a new all-time high. The Dow and Nasdaq are roughly 2% away from records.","news_type":1,"symbols_score_info":{"SPY":0.9,".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195029923,"gmtCreate":1621241248362,"gmtModify":1634193111822,"author":{"id":"3575366267501972","authorId":"3575366267501972","name":"虎媽","avatar":"https://static.tigerbbs.com/addaf8f5c70389d895e9f8f49cdc8283","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575366267501972","idStr":"3575366267501972"},"themes":[],"htmlText":"Like n comment thanks","listText":"Like n comment thanks","text":"Like n comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/195029923","repostId":"1124849230","repostType":4,"isVote":1,"tweetType":1,"viewCount":1687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193190488,"gmtCreate":1620773487344,"gmtModify":1634196516761,"author":{"id":"3575366267501972","authorId":"3575366267501972","name":"虎媽","avatar":"https://static.tigerbbs.com/addaf8f5c70389d895e9f8f49cdc8283","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575366267501972","idStr":"3575366267501972"},"themes":[],"htmlText":"Like n comment thanks","listText":"Like n comment thanks","text":"Like n comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/193190488","repostId":"1153941496","repostType":4,"isVote":1,"tweetType":1,"viewCount":2445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190529559,"gmtCreate":1620635918671,"gmtModify":1634197518978,"author":{"id":"3575366267501972","authorId":"3575366267501972","name":"虎媽","avatar":"https://static.tigerbbs.com/addaf8f5c70389d895e9f8f49cdc8283","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575366267501972","idStr":"3575366267501972"},"themes":[],"htmlText":"Like n comment thanks","listText":"Like n comment thanks","text":"Like n comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/190529559","repostId":"1145718364","repostType":4,"isVote":1,"tweetType":1,"viewCount":1495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":104636466,"gmtCreate":1620383094155,"gmtModify":1631888654255,"author":{"id":"3575366267501972","authorId":"3575366267501972","name":"虎媽","avatar":"https://static.tigerbbs.com/addaf8f5c70389d895e9f8f49cdc8283","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575366267501972","idStr":"3575366267501972"},"themes":[],"htmlText":"Green days??","listText":"Green days??","text":"Green days??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/104636466","repostId":"2133506592","repostType":4,"isVote":1,"tweetType":1,"viewCount":2370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109634552,"gmtCreate":1619689442476,"gmtModify":1634210707317,"author":{"id":"3575366267501972","authorId":"3575366267501972","name":"虎媽","avatar":"https://static.tigerbbs.com/addaf8f5c70389d895e9f8f49cdc8283","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575366267501972","idStr":"3575366267501972"},"themes":[],"htmlText":"Comment thanks","listText":"Comment thanks","text":"Comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/109634552","repostId":"1172342094","repostType":4,"repost":{"id":"1172342094","kind":"news","pubTimestamp":1619688965,"share":"https://www.laohu8.com/m/news/1172342094?lang=zh_CN&edition=full","pubTime":"2021-04-29 17:36","market":"us","language":"en","title":"Tesla Haters Are Harping on Emissions Credit Sales. Investors Shouldn’t Worry.<blockquote>特斯拉的仇恨者正在喋喋不休地谈论排放信用额的销售。投资者不必担心。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1172342094","media":"MarketWatch","summary":"Teslabears need to stop harping onregulatory creditsales. The oft-repeated refrain is that Tesla isn","content":"<p>Teslabears need to stop harping onregulatory creditsales. The oft-repeated refrain is that Tesla isn’t profitable without credit sales. There are plenty of reasons bears can avoid Tesla stock, butcreditsTesla earns, and then sells for cash to other auto makers, for producing more than its shares of zero emission vehicles isn’t one of them.</p><p><blockquote>特斯拉空头需要停止喋喋不休地谈论监管信贷销售。人们经常重复的说法是，如果没有赊销，特斯拉就无法盈利。空头可以避开特斯拉股票的原因有很多，但特斯拉因生产超过其零排放汽车而赚取积分，然后将其出售给其他汽车制造商以换取现金并不是其中之一。</blockquote></p><p> Tesla (ticker: TSLA) sold more than $500 million in regulatory credits in thefirst quarterand generated just under $600 million in operating profit. Excluding the credits, Tesla only eked out a small operating profit.</p><p><blockquote>特斯拉（股票代码：TSLA）第一季度出售了超过5亿美元的监管信贷，并产生了近6亿美元的营业利润。不包括信贷，特斯拉只能勉强维持少量营业利润。</blockquote></p><p> But saying Tesla isn’t profitable without regulatory credits is falling victim to the fallacy of the predetermined outcome. It’s like saying the New York Jets lost a football game because of a bad call in the first quarter. There are many reasons the Jets lose and a refereeing mistakes aren’t one of them.</p><p><blockquote>但如果说特斯拉没有监管信用就无法盈利，那就是成为预定结果谬误的受害者。这就像说纽约喷气机队因为第一节糟糕的看涨期权而输掉了一场足球比赛。喷气机队输球的原因有很多，裁判失误不是其中之一。</blockquote></p><p> To drive the analogy further, any Jets game would be totally different if the ref didn’t mess up. A penalty not called, or called, changes each subsequent play in unknown ways. If Tesla didn’t have regulatory credits to sell, the company would have to raise prices or cut costs or do something else to make money. The company would adapt to the situation.</p><p><blockquote>进一步类比，如果裁判没有搞砸，任何喷气机队的比赛都会完全不同。一个没有被判罚或被判罚的判罚会以未知的方式改变随后的每一场比赛。如果特斯拉没有监管信用可以出售，该公司将不得不提高价格或削减成本或做其他事情来赚钱。公司会适应这种情况。</blockquote></p><p> Raising prices could be a way to go, but higher prices, of course, have their own impact, potentially reducing demand. Tesla still managed to grow sales even after the company lost its $7,500 U.S. federaltax credit. That isn’t available to Tesla buyers any longer because Tesla has sold too many EVs to qualify.</p><p><blockquote>提高价格可能是一条出路，但更高的价格当然会产生影响，可能会减少需求。即使在特斯拉失去了7,500美元的美国联邦税收抵免后，该公司仍然设法增加了销售额。特斯拉买家不再可以享受这种服务，因为特斯拉已经销售了太多电动汽车，不符合资格。</blockquote></p><p> Tesla lost that federal credit at the end of 2019. It was effectively a $7,500 price increase in the U.S. on Jan. 1, 2020. Tesla sales in the U.S. grew 20% this past year, hitting $15.2 billion, up from $12.7 billion in 2019.</p><p><blockquote>特斯拉在2019年底失去了联邦信用。2020年1月1日，美国的价格实际上上涨了7,500美元。去年，特斯拉在美国的销售额增长了20%，达到152亿美元，高于2019年的127亿美元。</blockquote></p><p> There is one other–rather large–point about regulatory credits. They aren’t going away. If anything, they will increase. Government support might morph from what Tesla sells today into new purchase tax credits or something else, but governmentsin Chinaandthe U.S.are looking to increase the number of EVs sold.</p><p><blockquote>关于监管信贷还有另一个相当重要的问题。他们不会离开的。如果有的话，他们会增加。政府的支持可能会从特斯拉目前销售的产品转变为新的购置税抵免或其他形式，但中国和美国政府正在寻求增加电动汽车的销量。</blockquote></p><p> Refusing to deduct credit sales from operating income doesn’t make an investor a Tesla devotee. There are plenty of reasons people can choose to avoid the stock.Valuationbeing chief among them. Tesla is the world’s most valuable auto maker by a factor of roughly three even though it makes a fraction of the cars thatToyota Motor(TM), the second most valuable car company, does.</p><p><blockquote>拒绝从营业收入中扣除赊销并不能使投资者成为特斯拉的爱好者。人们可以选择避开该股票的原因有很多，其中估值是主要原因。特斯拉是世界上最有价值的汽车制造商，尽管它生产的汽车只是第二大最有价值汽车公司丰田汽车(TM)的一小部分。</blockquote></p><p> Valuation is a stale reason to dislike the stock. People have been complaining about valuation for a long time. Investors can also decide that competition is ramping higher or that full self-driving technology will take longer to develop than Tesla currently believes and suggests. Autonomous driving isn’t easy. Elon Musk calls it the company’s hardest challenge and its biggest potential value creator.</p><p><blockquote>估值是不喜欢这只股票的一个陈腐理由。人们对估值的抱怨由来已久。投资者还可以决定竞争正在加剧，或者全自动驾驶技术的开发时间比特斯拉目前认为和建议的要长。自动驾驶并不容易。Elon Musk评级是该公司最严峻的挑战，也是其最大的潜在价值创造者。</blockquote></p><p> There is something in Tesla stock for full self-driving technology. How much is hard to say. Morgan Stanley analystAdam Jonasvalues Tesla mobility and network services business opportunities at roughly $330 a share.</p><p><blockquote>特斯拉拥有全自动驾驶技术的股票。多少很难说。摩根士丹利分析师亚当·乔纳斯(Dam Jonas)对特斯拉移动和网络服务业务机会的估值约为每股330美元。</blockquote></p><p> Those include software sales and robotaxis–both businesses are dependent on autonomous driving technology. His value is almost half of Tesla’s current stock price. Although Jonas’ Tesla target is $900 a share, making those business closer to one-third of the value he sees in the company.</p><p><blockquote>其中包括软件销售和机器人出租车——这两项业务都依赖于自动驾驶技术。他的身价几乎是特斯拉目前股价的一半。尽管乔纳斯的特斯拉目标是每股900美元，这使得这些业务接近他所看到的公司价值的三分之一。</blockquote></p><p> Autonomous hiccups, valuation and competition should be enough reason to avoid the stock. Just stop saying the company doesn’t make money without regulatory credits.</p><p><blockquote>自主问题、估值和竞争应该足以成为回避该股票的理由。别再说公司没有监管信用就不赚钱了。</blockquote></p><p> Tesla shares are down about 2% year to date, trailing behind comparable gains of theS&amp;P 500andDow Jones Industrial Average.Investors aren’t worried about the credit conundrum. They are waiting for quarterly operating profits to set new highs. When, and if, it does, they won’t care about the composition of the operating profit.</p><p><blockquote>特斯拉股价今年迄今已下跌约2%，落后于标准普尔500指数和道琼斯工业平均指数的可比涨幅。投资者并不担心信贷难题。他们正在等待季度营业利润创下新高。什么时候，如果真的发生了，他们就不会关心营业利润的构成。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Haters Are Harping on Emissions Credit Sales. Investors Shouldn’t Worry.<blockquote>特斯拉的仇恨者正在喋喋不休地谈论排放信用额的销售。投资者不必担心。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Haters Are Harping on Emissions Credit Sales. Investors Shouldn’t Worry.<blockquote>特斯拉的仇恨者正在喋喋不休地谈论排放信用额的销售。投资者不必担心。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-04-29 17:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Teslabears need to stop harping onregulatory creditsales. The oft-repeated refrain is that Tesla isn’t profitable without credit sales. There are plenty of reasons bears can avoid Tesla stock, butcreditsTesla earns, and then sells for cash to other auto makers, for producing more than its shares of zero emission vehicles isn’t one of them.</p><p><blockquote>特斯拉空头需要停止喋喋不休地谈论监管信贷销售。人们经常重复的说法是，如果没有赊销，特斯拉就无法盈利。空头可以避开特斯拉股票的原因有很多，但特斯拉因生产超过其零排放汽车而赚取积分，然后将其出售给其他汽车制造商以换取现金并不是其中之一。</blockquote></p><p> Tesla (ticker: TSLA) sold more than $500 million in regulatory credits in thefirst quarterand generated just under $600 million in operating profit. Excluding the credits, Tesla only eked out a small operating profit.</p><p><blockquote>特斯拉（股票代码：TSLA）第一季度出售了超过5亿美元的监管信贷，并产生了近6亿美元的营业利润。不包括信贷，特斯拉只能勉强维持少量营业利润。</blockquote></p><p> But saying Tesla isn’t profitable without regulatory credits is falling victim to the fallacy of the predetermined outcome. It’s like saying the New York Jets lost a football game because of a bad call in the first quarter. There are many reasons the Jets lose and a refereeing mistakes aren’t one of them.</p><p><blockquote>但如果说特斯拉没有监管信用就无法盈利，那就是成为预定结果谬误的受害者。这就像说纽约喷气机队因为第一节糟糕的看涨期权而输掉了一场足球比赛。喷气机队输球的原因有很多，裁判失误不是其中之一。</blockquote></p><p> To drive the analogy further, any Jets game would be totally different if the ref didn’t mess up. A penalty not called, or called, changes each subsequent play in unknown ways. If Tesla didn’t have regulatory credits to sell, the company would have to raise prices or cut costs or do something else to make money. The company would adapt to the situation.</p><p><blockquote>进一步类比，如果裁判没有搞砸，任何喷气机队的比赛都会完全不同。一个没有被判罚或被判罚的判罚会以未知的方式改变随后的每一场比赛。如果特斯拉没有监管信用可以出售，该公司将不得不提高价格或削减成本或做其他事情来赚钱。公司会适应这种情况。</blockquote></p><p> Raising prices could be a way to go, but higher prices, of course, have their own impact, potentially reducing demand. Tesla still managed to grow sales even after the company lost its $7,500 U.S. federaltax credit. That isn’t available to Tesla buyers any longer because Tesla has sold too many EVs to qualify.</p><p><blockquote>提高价格可能是一条出路，但更高的价格当然会产生影响，可能会减少需求。即使在特斯拉失去了7,500美元的美国联邦税收抵免后，该公司仍然设法增加了销售额。特斯拉买家不再可以享受这种服务，因为特斯拉已经销售了太多电动汽车，不符合资格。</blockquote></p><p> Tesla lost that federal credit at the end of 2019. It was effectively a $7,500 price increase in the U.S. on Jan. 1, 2020. Tesla sales in the U.S. grew 20% this past year, hitting $15.2 billion, up from $12.7 billion in 2019.</p><p><blockquote>特斯拉在2019年底失去了联邦信用。2020年1月1日，美国的价格实际上上涨了7,500美元。去年，特斯拉在美国的销售额增长了20%，达到152亿美元，高于2019年的127亿美元。</blockquote></p><p> There is one other–rather large–point about regulatory credits. They aren’t going away. If anything, they will increase. Government support might morph from what Tesla sells today into new purchase tax credits or something else, but governmentsin Chinaandthe U.S.are looking to increase the number of EVs sold.</p><p><blockquote>关于监管信贷还有另一个相当重要的问题。他们不会离开的。如果有的话，他们会增加。政府的支持可能会从特斯拉目前销售的产品转变为新的购置税抵免或其他形式，但中国和美国政府正在寻求增加电动汽车的销量。</blockquote></p><p> Refusing to deduct credit sales from operating income doesn’t make an investor a Tesla devotee. There are plenty of reasons people can choose to avoid the stock.Valuationbeing chief among them. Tesla is the world’s most valuable auto maker by a factor of roughly three even though it makes a fraction of the cars thatToyota Motor(TM), the second most valuable car company, does.</p><p><blockquote>拒绝从营业收入中扣除赊销并不能使投资者成为特斯拉的爱好者。人们可以选择避开该股票的原因有很多，其中估值是主要原因。特斯拉是世界上最有价值的汽车制造商，尽管它生产的汽车只是第二大最有价值汽车公司丰田汽车(TM)的一小部分。</blockquote></p><p> Valuation is a stale reason to dislike the stock. People have been complaining about valuation for a long time. Investors can also decide that competition is ramping higher or that full self-driving technology will take longer to develop than Tesla currently believes and suggests. Autonomous driving isn’t easy. Elon Musk calls it the company’s hardest challenge and its biggest potential value creator.</p><p><blockquote>估值是不喜欢这只股票的一个陈腐理由。人们对估值的抱怨由来已久。投资者还可以决定竞争正在加剧，或者全自动驾驶技术的开发时间比特斯拉目前认为和建议的要长。自动驾驶并不容易。Elon Musk评级是该公司最严峻的挑战，也是其最大的潜在价值创造者。</blockquote></p><p> There is something in Tesla stock for full self-driving technology. How much is hard to say. Morgan Stanley analystAdam Jonasvalues Tesla mobility and network services business opportunities at roughly $330 a share.</p><p><blockquote>特斯拉拥有全自动驾驶技术的股票。多少很难说。摩根士丹利分析师亚当·乔纳斯(Dam Jonas)对特斯拉移动和网络服务业务机会的估值约为每股330美元。</blockquote></p><p> Those include software sales and robotaxis–both businesses are dependent on autonomous driving technology. His value is almost half of Tesla’s current stock price. Although Jonas’ Tesla target is $900 a share, making those business closer to one-third of the value he sees in the company.</p><p><blockquote>其中包括软件销售和机器人出租车——这两项业务都依赖于自动驾驶技术。他的身价几乎是特斯拉目前股价的一半。尽管乔纳斯的特斯拉目标是每股900美元，这使得这些业务接近他所看到的公司价值的三分之一。</blockquote></p><p> Autonomous hiccups, valuation and competition should be enough reason to avoid the stock. Just stop saying the company doesn’t make money without regulatory credits.</p><p><blockquote>自主问题、估值和竞争应该足以成为回避该股票的理由。别再说公司没有监管信用就不赚钱了。</blockquote></p><p> Tesla shares are down about 2% year to date, trailing behind comparable gains of theS&amp;P 500andDow Jones Industrial Average.Investors aren’t worried about the credit conundrum. They are waiting for quarterly operating profits to set new highs. When, and if, it does, they won’t care about the composition of the operating profit.</p><p><blockquote>特斯拉股价今年迄今已下跌约2%，落后于标准普尔500指数和道琼斯工业平均指数的可比涨幅。投资者并不担心信贷难题。他们正在等待季度营业利润创下新高。什么时候，如果真的发生了，他们就不会关心营业利润的构成。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/articles/tesla-haters-are-harping-on-emissions-credit-sales-investors-shouldnt-worry-51619652841?mod=mw_latestnews\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.marketwatch.com/articles/tesla-haters-are-harping-on-emissions-credit-sales-investors-shouldnt-worry-51619652841?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172342094","content_text":"Teslabears need to stop harping onregulatory creditsales. The oft-repeated refrain is that Tesla isn’t profitable without credit sales. There are plenty of reasons bears can avoid Tesla stock, butcreditsTesla earns, and then sells for cash to other auto makers, for producing more than its shares of zero emission vehicles isn’t one of them.\nTesla (ticker: TSLA) sold more than $500 million in regulatory credits in thefirst quarterand generated just under $600 million in operating profit. Excluding the credits, Tesla only eked out a small operating profit.\nBut saying Tesla isn’t profitable without regulatory credits is falling victim to the fallacy of the predetermined outcome. It’s like saying the New York Jets lost a football game because of a bad call in the first quarter. There are many reasons the Jets lose and a refereeing mistakes aren’t one of them.\nTo drive the analogy further, any Jets game would be totally different if the ref didn’t mess up. A penalty not called, or called, changes each subsequent play in unknown ways. If Tesla didn’t have regulatory credits to sell, the company would have to raise prices or cut costs or do something else to make money. The company would adapt to the situation.\nRaising prices could be a way to go, but higher prices, of course, have their own impact, potentially reducing demand. Tesla still managed to grow sales even after the company lost its $7,500 U.S. federaltax credit. That isn’t available to Tesla buyers any longer because Tesla has sold too many EVs to qualify.\nTesla lost that federal credit at the end of 2019. It was effectively a $7,500 price increase in the U.S. on Jan. 1, 2020. Tesla sales in the U.S. grew 20% this past year, hitting $15.2 billion, up from $12.7 billion in 2019.\nThere is one other–rather large–point about regulatory credits. They aren’t going away. If anything, they will increase. Government support might morph from what Tesla sells today into new purchase tax credits or something else, but governmentsin Chinaandthe U.S.are looking to increase the number of EVs sold.\nRefusing to deduct credit sales from operating income doesn’t make an investor a Tesla devotee. There are plenty of reasons people can choose to avoid the stock.Valuationbeing chief among them. Tesla is the world’s most valuable auto maker by a factor of roughly three even though it makes a fraction of the cars thatToyota Motor(TM), the second most valuable car company, does.\nValuation is a stale reason to dislike the stock. People have been complaining about valuation for a long time. Investors can also decide that competition is ramping higher or that full self-driving technology will take longer to develop than Tesla currently believes and suggests. Autonomous driving isn’t easy. Elon Musk calls it the company’s hardest challenge and its biggest potential value creator.\nThere is something in Tesla stock for full self-driving technology. How much is hard to say. Morgan Stanley analystAdam Jonasvalues Tesla mobility and network services business opportunities at roughly $330 a share.\nThose include software sales and robotaxis–both businesses are dependent on autonomous driving technology. His value is almost half of Tesla’s current stock price. Although Jonas’ Tesla target is $900 a share, making those business closer to one-third of the value he sees in the company.\nAutonomous hiccups, valuation and competition should be enough reason to avoid the stock. Just stop saying the company doesn’t make money without regulatory credits.\nTesla shares are down about 2% year to date, trailing behind comparable gains of theS&P 500andDow Jones Industrial Average.Investors aren’t worried about the credit conundrum. They are waiting for quarterly operating profits to set new highs. When, and if, it does, they won’t care about the composition of the operating profit.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372678597,"gmtCreate":1619215777219,"gmtModify":1634287760831,"author":{"id":"3575366267501972","authorId":"3575366267501972","name":"虎媽","avatar":"https://static.tigerbbs.com/addaf8f5c70389d895e9f8f49cdc8283","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575366267501972","idStr":"3575366267501972"},"themes":[],"htmlText":"Like n comment thanks","listText":"Like n comment thanks","text":"Like n comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372678597","repostId":"1128911279","repostType":4,"isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378579353,"gmtCreate":1619052892172,"gmtModify":1634288940249,"author":{"id":"3575366267501972","authorId":"3575366267501972","name":"虎媽","avatar":"https://static.tigerbbs.com/addaf8f5c70389d895e9f8f49cdc8283","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575366267501972","idStr":"3575366267501972"},"themes":[],"htmlText":"Like &amp; comment thanks","listText":"Like &amp; comment thanks","text":"Like & comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/378579353","repostId":"2129806304","repostType":4,"isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106686308,"gmtCreate":1620111467504,"gmtModify":1631885488504,"author":{"id":"3575366267501972","authorId":"3575366267501972","name":"虎媽","avatar":"https://static.tigerbbs.com/addaf8f5c70389d895e9f8f49cdc8283","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575366267501972","idStr":"3575366267501972"},"themes":[],"htmlText":"Time to join in too?","listText":"Time to join in too?","text":"Time to join in too?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/106686308","repostId":"1125263023","repostType":4,"isVote":1,"tweetType":1,"viewCount":3761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":104632948,"gmtCreate":1620383128684,"gmtModify":1634205636139,"author":{"id":"3575366267501972","authorId":"3575366267501972","name":"虎媽","avatar":"https://static.tigerbbs.com/addaf8f5c70389d895e9f8f49cdc8283","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575366267501972","idStr":"3575366267501972"},"themes":[],"htmlText":"Like n comment pls","listText":"Like n comment pls","text":"Like n comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/104632948","repostId":"1146154072","repostType":4,"repost":{"id":"1146154072","kind":"news","pubTimestamp":1620378407,"share":"https://www.laohu8.com/m/news/1146154072?lang=zh_CN&edition=full","pubTime":"2021-05-07 17:06","market":"us","language":"en","title":"Under Armour Posts a Q1 Massive Sales Increase. Is It Back in the Game?<blockquote>Under Armour公布第一季度销售额大幅增长。它又回到游戏中了吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1146154072","media":"fool","summary":"Many growth investors have given up on Under Armour in the past few years and the under performing a","content":"<p>Many growth investors have given up on&nbsp;<b>Under Armour</b>&nbsp;in the past few years and the under&nbsp;performing athletic wear brand's stock price has been in steady decline. The economic volatility of early 2020 didn't help the situation, but its strong performance since March 2020 has helped the stock price make a bit of a comeback.</p><p><blockquote>许多成长型投资者已经放弃了<b>Under Armour</b>在过去的几年里，这个表现不佳的运动服装品牌的股价一直在稳步下跌。2020年初的经济波动无济于事，但自2020年3月以来的强劲表现帮助股价有所回升。</blockquote></p><p>That strong performance continued into 2021 with the sports shoe and apparel manufacturer reporting a 35% year over year sales increase in the first quarter.What should investors makeof thisQ1 earnings beat?</p><p><blockquote>这种强劲的表现持续到2021年，这家运动鞋和服装制造商报告第一季度销售额同比增长35%。投资者应该如何看待第一季度的盈利表现？</blockquote></p><p><b>Faltering sales get worse in the pandemic</b></p><p><blockquote><b>疫情期间销售疲软变得更加严重</b></blockquote></p><p>In its early years, Under Armour was focused on technologically advanced activewear for serious athletes, and its rise was seen as a threat tomarket leader&nbsp;slike<b>Nike</b>(NYSE:NKE)and&nbsp;<b>adidas</b>(OTC:ADDYY). But sales started to falter a few years ago due to mismanagement and a highly promotional environment, which diluted its premium branding.</p><p><blockquote>早年，Under Armour专注于为严肃运动员提供技术先进的运动服，其崛起被视为对市场领导者slike的威胁<b>耐克</b>（纽约证券交易所代码：NKE）和<b>阿迪达斯</b>（场外交易：ADDYY）。但几年前，由于管理不善和高度促销的环境，销售开始下滑，这削弱了其优质品牌。</blockquote></p><p>Before the pandemic, sales in the U.S., the company's main market, were a weak spot. Under Armour only managed a 1% sales increase in 2019, with a 2% decrease in the U.S. market dragging it down (including a 6% drop in just the fourth quarter).</p><p><blockquote>在大流行之前，该公司的主要市场美国的销售是一个弱点。Under Armour 2019年销售额仅增长1%，美国市场下降2%拖累了其业绩（其中仅第四季度就下降了6%）。</blockquote></p><p>The pandemic hampered efforts to turn things around in early 2020. Under Armour bottomed out at a 41% year-over-year sales drop in the second quarter and itended fiscal 2020with an overall 15% sales drop.</p><p><blockquote>疫情阻碍了2020年初扭转局面的努力。Under Armour第二季度销售额同比下降41%，2020财年结束时整体销售额下降15%。</blockquote></p><p><b>Under Armour is getting back in the game</b></p><p><blockquote><b>Under Armour重返赛场</b></blockquote></p><p>Patrik Frisk took the reins as CEO in January 2020 and immediately began implementing cost-cutting initiatives, inventory management upgrades, and a new marketing plan to lift the company back up. These new efforts helped alleviate some of the pressure from the pandemic, and it positioned the company to do well as stores reopened. Those efforts appear to finally be paying off based on 2021's first-quarter earnings.</p><p><blockquote>Patrik Frisk于2020年1月接任首席执行官，并立即开始实施成本削减计划、库存管理升级和新的营销计划，以重振公司。这些新的努力有助于缓解疫情带来的一些压力，并使公司在商店重新开业时表现良好。根据2021年第一季度的收益，这些努力似乎终于得到了回报。</blockquote></p><p>Total revenue increased 32% year over year on a currency-neutral basis, driven by a 32% increase in U.S. sales. International growth was higher, as usual, with a 58% increase, and wholesale recovered, with a 35% increase. The company also became profitable again, with $78 million in net income, or $0.17 in earnings per share.</p><p><blockquote>在货币中性的基础上，在美国销售额增长32%的推动下，总收入同比增长32%。与往常一样，国际增长更高，增长了58%，批发复苏，增长了35%。该公司也再次实现盈利，净利润为7800万美元，每股收益为0.17美元。</blockquote></p><p>Management raised its outlook for 2021 to a high-teen percentage year-over-year increase, replacing the previous high-single-digit increase guidance. The earnings per share forecast was raised to a $0.02-to-$0.04 loss, replacing the previous guidance of a loss of $0.18 to $0.20.</p><p><blockquote>管理层将2021年的预期上调至高10%的同比增长，取代了之前的高个位数增长指引。每股收益预期上调至亏损0.02美元至0.04美元，取代此前亏损0.18美元至0.20美元的指引。</blockquote></p><p>As part of the company's restructuring plan set in place last year, Under Armour has already taken a pre-tax charge of $450 million out of the projected $550 million to $600 million. It expects to recognize another $35 million to $40 million in the second quarter, which will still pressure the bottom line.</p><p><blockquote>作为公司去年制定的重组计划的一部分，Under Armour已经从预计的5.5亿至6亿美元中扣除了4.5亿美元的税前费用。预计第二季度将再确认3500万至4000万美元，这仍将给利润带来压力。</blockquote></p><p><b>Under Armour still has more to do</b></p><p><blockquote><b>Under Armour还有更多工作要做</b></blockquote></p><p>It's important to note that the jump in Q1 sales is more than a pandemic comparison. Only about two weeks of Under Armour's Q1 2020 fell within the pandemic (although it was more part of China's lockdown). Q1 2021 revenue of $1.3 billion is an increase over Q1 2019, and it's even more than revenue in Q1 2018, which previously held the record for Q1 sales. This is good news for the company, which has been struggling for a breakthrough.</p><p><blockquote>值得注意的是，第一季度销售额的增长不仅仅是疫情的比较。Under Armour的Q1 2020只有大约两周属于疫情（尽管这更多的是中国封锁的一部分）。Q1 2021年收入为13亿美元，比Q1 2019有所增长，甚至超过了Q1 2018的收入，后者此前保持着Q1销售记录。这对于一直苦苦寻求突破的公司来说是个好消息。</blockquote></p><p>\"With a solid balance sheet and well-managed inventory,\" Frisk said, \"we're confident in our ability to drive well through 2021 as we get back on offense and make measured progress to returning to sustainable, profitable growth over the long-term.\"</p><p><blockquote>弗里斯克表示：“凭借稳健的资产负债表和管理良好的库存，我们有信心在2021年取得良好进展，因为我们重新开始进攻，并在恢复可持续、盈利的长期增长方面取得了可持续的进展。”</blockquote></p><p>Under Armour is still projecting a loss for the full fiscal year, but if it maintains its current level of progress, that forecast will probably turn positive by 2022, if not sooner. I still wouldn't call Under Armour stock a buy, but it's definitely one to again put on the watchlist.</p><p><blockquote>Under Armour仍预计整个财年将出现亏损，但如果保持目前的进展水平，这一预测可能会在2022年（如果不是更早的话）转为正值。我仍然不会买入看涨期权Under Armour股票，但它绝对是再次列入观察名单的股票。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Under Armour Posts a Q1 Massive Sales Increase. Is It Back in the Game?<blockquote>Under Armour公布第一季度销售额大幅增长。它又回到游戏中了吗？</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\">\nUnder Armour Posts a Q1 Massive Sales Increase. Is It Back in the Game?<blockquote>Under Armour公布第一季度销售额大幅增长。它又回到游戏中了吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">fool</strong><span class=\"h-time small\">2021-05-07 17:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Many growth investors have given up on&nbsp;<b>Under Armour</b>&nbsp;in the past few years and the under&nbsp;performing athletic wear brand's stock price has been in steady decline. The economic volatility of early 2020 didn't help the situation, but its strong performance since March 2020 has helped the stock price make a bit of a comeback.</p><p><blockquote>许多成长型投资者已经放弃了<b>Under Armour</b>在过去的几年里，这个表现不佳的运动服装品牌的股价一直在稳步下跌。2020年初的经济波动无济于事，但自2020年3月以来的强劲表现帮助股价有所回升。</blockquote></p><p>That strong performance continued into 2021 with the sports shoe and apparel manufacturer reporting a 35% year over year sales increase in the first quarter.What should investors makeof thisQ1 earnings beat?</p><p><blockquote>这种强劲的表现持续到2021年，这家运动鞋和服装制造商报告第一季度销售额同比增长35%。投资者应该如何看待第一季度的盈利表现？</blockquote></p><p><b>Faltering sales get worse in the pandemic</b></p><p><blockquote><b>疫情期间销售疲软变得更加严重</b></blockquote></p><p>In its early years, Under Armour was focused on technologically advanced activewear for serious athletes, and its rise was seen as a threat tomarket leader&nbsp;slike<b>Nike</b>(NYSE:NKE)and&nbsp;<b>adidas</b>(OTC:ADDYY). But sales started to falter a few years ago due to mismanagement and a highly promotional environment, which diluted its premium branding.</p><p><blockquote>早年，Under Armour专注于为严肃运动员提供技术先进的运动服，其崛起被视为对市场领导者slike的威胁<b>耐克</b>（纽约证券交易所代码：NKE）和<b>阿迪达斯</b>（场外交易：ADDYY）。但几年前，由于管理不善和高度促销的环境，销售开始下滑，这削弱了其优质品牌。</blockquote></p><p>Before the pandemic, sales in the U.S., the company's main market, were a weak spot. Under Armour only managed a 1% sales increase in 2019, with a 2% decrease in the U.S. market dragging it down (including a 6% drop in just the fourth quarter).</p><p><blockquote>在大流行之前，该公司的主要市场美国的销售是一个弱点。Under Armour 2019年销售额仅增长1%，美国市场下降2%拖累了其业绩（其中仅第四季度就下降了6%）。</blockquote></p><p>The pandemic hampered efforts to turn things around in early 2020. Under Armour bottomed out at a 41% year-over-year sales drop in the second quarter and itended fiscal 2020with an overall 15% sales drop.</p><p><blockquote>疫情阻碍了2020年初扭转局面的努力。Under Armour第二季度销售额同比下降41%，2020财年结束时整体销售额下降15%。</blockquote></p><p><b>Under Armour is getting back in the game</b></p><p><blockquote><b>Under Armour重返赛场</b></blockquote></p><p>Patrik Frisk took the reins as CEO in January 2020 and immediately began implementing cost-cutting initiatives, inventory management upgrades, and a new marketing plan to lift the company back up. These new efforts helped alleviate some of the pressure from the pandemic, and it positioned the company to do well as stores reopened. Those efforts appear to finally be paying off based on 2021's first-quarter earnings.</p><p><blockquote>Patrik Frisk于2020年1月接任首席执行官，并立即开始实施成本削减计划、库存管理升级和新的营销计划，以重振公司。这些新的努力有助于缓解疫情带来的一些压力，并使公司在商店重新开业时表现良好。根据2021年第一季度的收益，这些努力似乎终于得到了回报。</blockquote></p><p>Total revenue increased 32% year over year on a currency-neutral basis, driven by a 32% increase in U.S. sales. International growth was higher, as usual, with a 58% increase, and wholesale recovered, with a 35% increase. The company also became profitable again, with $78 million in net income, or $0.17 in earnings per share.</p><p><blockquote>在货币中性的基础上，在美国销售额增长32%的推动下，总收入同比增长32%。与往常一样，国际增长更高，增长了58%，批发复苏，增长了35%。该公司也再次实现盈利，净利润为7800万美元，每股收益为0.17美元。</blockquote></p><p>Management raised its outlook for 2021 to a high-teen percentage year-over-year increase, replacing the previous high-single-digit increase guidance. The earnings per share forecast was raised to a $0.02-to-$0.04 loss, replacing the previous guidance of a loss of $0.18 to $0.20.</p><p><blockquote>管理层将2021年的预期上调至高10%的同比增长，取代了之前的高个位数增长指引。每股收益预期上调至亏损0.02美元至0.04美元，取代此前亏损0.18美元至0.20美元的指引。</blockquote></p><p>As part of the company's restructuring plan set in place last year, Under Armour has already taken a pre-tax charge of $450 million out of the projected $550 million to $600 million. It expects to recognize another $35 million to $40 million in the second quarter, which will still pressure the bottom line.</p><p><blockquote>作为公司去年制定的重组计划的一部分，Under Armour已经从预计的5.5亿至6亿美元中扣除了4.5亿美元的税前费用。预计第二季度将再确认3500万至4000万美元，这仍将给利润带来压力。</blockquote></p><p><b>Under Armour still has more to do</b></p><p><blockquote><b>Under Armour还有更多工作要做</b></blockquote></p><p>It's important to note that the jump in Q1 sales is more than a pandemic comparison. Only about two weeks of Under Armour's Q1 2020 fell within the pandemic (although it was more part of China's lockdown). Q1 2021 revenue of $1.3 billion is an increase over Q1 2019, and it's even more than revenue in Q1 2018, which previously held the record for Q1 sales. This is good news for the company, which has been struggling for a breakthrough.</p><p><blockquote>值得注意的是，第一季度销售额的增长不仅仅是疫情的比较。Under Armour的Q1 2020只有大约两周属于疫情（尽管这更多的是中国封锁的一部分）。Q1 2021年收入为13亿美元，比Q1 2019有所增长，甚至超过了Q1 2018的收入，后者此前保持着Q1销售记录。这对于一直苦苦寻求突破的公司来说是个好消息。</blockquote></p><p>\"With a solid balance sheet and well-managed inventory,\" Frisk said, \"we're confident in our ability to drive well through 2021 as we get back on offense and make measured progress to returning to sustainable, profitable growth over the long-term.\"</p><p><blockquote>弗里斯克表示：“凭借稳健的资产负债表和管理良好的库存，我们有信心在2021年取得良好进展，因为我们重新开始进攻，并在恢复可持续、盈利的长期增长方面取得了可持续的进展。”</blockquote></p><p>Under Armour is still projecting a loss for the full fiscal year, but if it maintains its current level of progress, that forecast will probably turn positive by 2022, if not sooner. I still wouldn't call Under Armour stock a buy, but it's definitely one to again put on the watchlist.</p><p><blockquote>Under Armour仍预计整个财年将出现亏损，但如果保持目前的进展水平，这一预测可能会在2022年（如果不是更早的话）转为正值。我仍然不会买入看涨期权Under Armour股票，但它绝对是再次列入观察名单的股票。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/05/06/under-armour-sales-increase-q1-earnings/\">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":{"UA":"安德玛公司C类股"},"source_url":"https://www.fool.com/investing/2021/05/06/under-armour-sales-increase-q1-earnings/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146154072","content_text":"Many growth investors have given up on Under Armour in the past few years and the under performing athletic wear brand's stock price has been in steady decline. The economic volatility of early 2020 didn't help the situation, but its strong performance since March 2020 has helped the stock price make a bit of a comeback.That strong performance continued into 2021 with the sports shoe and apparel manufacturer reporting a 35% year over year sales increase in the first quarter.What should investors makeof thisQ1 earnings beat?Faltering sales get worse in the pandemicIn its early years, Under Armour was focused on technologically advanced activewear for serious athletes, and its rise was seen as a threat tomarket leader slikeNike(NYSE:NKE)and adidas(OTC:ADDYY). But sales started to falter a few years ago due to mismanagement and a highly promotional environment, which diluted its premium branding.Before the pandemic, sales in the U.S., the company's main market, were a weak spot. Under Armour only managed a 1% sales increase in 2019, with a 2% decrease in the U.S. market dragging it down (including a 6% drop in just the fourth quarter).The pandemic hampered efforts to turn things around in early 2020. Under Armour bottomed out at a 41% year-over-year sales drop in the second quarter and itended fiscal 2020with an overall 15% sales drop.Under Armour is getting back in the gamePatrik Frisk took the reins as CEO in January 2020 and immediately began implementing cost-cutting initiatives, inventory management upgrades, and a new marketing plan to lift the company back up. These new efforts helped alleviate some of the pressure from the pandemic, and it positioned the company to do well as stores reopened. Those efforts appear to finally be paying off based on 2021's first-quarter earnings.Total revenue increased 32% year over year on a currency-neutral basis, driven by a 32% increase in U.S. sales. International growth was higher, as usual, with a 58% increase, and wholesale recovered, with a 35% increase. The company also became profitable again, with $78 million in net income, or $0.17 in earnings per share.Management raised its outlook for 2021 to a high-teen percentage year-over-year increase, replacing the previous high-single-digit increase guidance. The earnings per share forecast was raised to a $0.02-to-$0.04 loss, replacing the previous guidance of a loss of $0.18 to $0.20.As part of the company's restructuring plan set in place last year, Under Armour has already taken a pre-tax charge of $450 million out of the projected $550 million to $600 million. It expects to recognize another $35 million to $40 million in the second quarter, which will still pressure the bottom line.Under Armour still has more to doIt's important to note that the jump in Q1 sales is more than a pandemic comparison. Only about two weeks of Under Armour's Q1 2020 fell within the pandemic (although it was more part of China's lockdown). Q1 2021 revenue of $1.3 billion is an increase over Q1 2019, and it's even more than revenue in Q1 2018, which previously held the record for Q1 sales. This is good news for the company, which has been struggling for a breakthrough.\"With a solid balance sheet and well-managed inventory,\" Frisk said, \"we're confident in our ability to drive well through 2021 as we get back on offense and make measured progress to returning to sustainable, profitable growth over the long-term.\"Under Armour is still projecting a loss for the full fiscal year, but if it maintains its current level of progress, that forecast will probably turn positive by 2022, if not sooner. I still wouldn't call Under Armour stock a buy, but it's definitely one to again put on the watchlist.","news_type":1,"symbols_score_info":{"UA":0.9}},"isVote":1,"tweetType":1,"viewCount":1905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":105820384,"gmtCreate":1620290349748,"gmtModify":1634206343635,"author":{"id":"3575366267501972","authorId":"3575366267501972","name":"虎媽","avatar":"https://static.tigerbbs.com/addaf8f5c70389d895e9f8f49cdc8283","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575366267501972","idStr":"3575366267501972"},"themes":[],"htmlText":"🥲","listText":"🥲","text":"🥲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/105820384","repostId":"1184731920","repostType":4,"isVote":1,"tweetType":1,"viewCount":1244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}