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2021-10-31

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2021-10-22

Please like my posst

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2021-11-24

Lucid dream

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2021-10-22

Intel please be innovative and invest r&d. Otherwise you will be doom

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2021-06-28

How about tesla and coinbase ? New world is coming

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2021-10-27

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2021-10-23

Like and share

Disney Stock: Wall Street Is Cautious, Should Investors Worry?<blockquote>迪士尼股票：华尔街谨慎，投资者应该担心吗？</blockquote>

2021-10-22

Please like thanks.

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2021-10-29

Amazing

Musk is worth more than 300 billion US dollars while Bezos is worth less than $200 billion<blockquote>马斯克身价超过3000亿美元，而贝佐斯身价不到2000亿美元</blockquote>

2021-10-27

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luck next time","listText":"Better luck next time","text":"Better luck next time","images":[{"img":"https://static.tigerbbs.com/ff3087862aadfe1ae7d6e0733f0633e5","width":"1080","height":"2280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699560834","isVote":1,"tweetType":1,"viewCount":2672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":874398423,"gmtCreate":1637727530462,"gmtModify":1637727530462,"author":{"id":"3575578461321661","authorId":"3575578461321661","name":"TCX","avatar":"https://static.tigerbbs.com/be270b30ebeb82b3889ba3b9732f72fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575578461321661","authorIdStr":"3575578461321661"},"themes":[],"title":"","htmlText":"bear or bull ?","listText":"bear or bull ?","text":"bear or bull ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874398423","repostId":"369882137","repostType":1,"repost":{"id":369882137,"gmtCreate":1614021546529,"gmtModify":1631884564151,"author":{"id":"3569884749456353","authorId":"3569884749456353","name":"Toooom","avatar":"https://static.tigerbbs.com/b96581c85c2d77886742a9433c200280","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569884749456353","authorIdStr":"3569884749456353"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AFRM\">$Affirm Holdings, Inc.(AFRM)$</a>这种新上市的股票都是没有规律可循的，在等抬头到110以上加仓，或探到100以下抄底补仓，若无重大变故持到7-8月份再做调整，因为那时候打新，投机，没信心的都跑掉了，股票走势会趋于明朗，个人是长期看好会做中线到今年底或或更久。","listText":"<a href=\"https://laohu8.com/S/AFRM\">$Affirm Holdings, Inc.(AFRM)$</a>这种新上市的股票都是没有规律可循的，在等抬头到110以上加仓，或探到100以下抄底补仓，若无重大变故持到7-8月份再做调整，因为那时候打新，投机，没信心的都跑掉了，股票走势会趋于明朗，个人是长期看好会做中线到今年底或或更久。","text":"$Affirm Holdings, Inc.(AFRM)$这种新上市的股票都是没有规律可循的，在等抬头到110以上加仓，或探到100以下抄底补仓，若无重大变故持到7-8月份再做调整，因为那时候打新，投机，没信心的都跑掉了，股票走势会趋于明朗，个人是长期看好会做中线到今年底或或更久。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369882137","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874391791,"gmtCreate":1637727386647,"gmtModify":1637727386647,"author":{"id":"3575578461321661","authorId":"3575578461321661","name":"TCX","avatar":"https://static.tigerbbs.com/be270b30ebeb82b3889ba3b9732f72fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575578461321661","authorIdStr":"3575578461321661"},"themes":[],"title":"","htmlText":"Gooood","listText":"Gooood","text":"Gooood","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874391791","repostId":"1174099243","repostType":4,"repost":{"id":"1174099243","kind":"news","pubTimestamp":1637720650,"share":"https://www.laohunote.com/m/news/1174099243?lang=zh_CN&edition=full","pubTime":"2021-11-24 10:24","market":"us","language":"en","title":"Why HubSpot, Okta, and Appian Stocks All Slumped on Tuesday<blockquote>为什么 HubSpot、Okta 和 Appian 股票周二均下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1174099243","media":"Motley Fool","summary":"What happened\nShares of a large number of high-growth stocks tumbled on Tuesday, as the market focus","content":"<p>What happened</p><p><blockquote>发生了什么事</blockquote></p><p> Shares of a large number of high-growth stocks tumbled on Tuesday, as the market focused on a wide range of economic issues that caused mixed results from the major U.S. stock indexes.</p><p><blockquote>由于市场关注广泛的经济问题，导致美国主要股指表现好坏参半，大量高增长股票的股价周二暴跌。</blockquote></p><p> <a href=\"https://laohu8.com/S/HUBS\"><b>HubSpot</b>&nbsp;</a>&nbsp;stock was down as much as 3.8% on Monday,&nbsp;<a href=\"https://laohu8.com/S/OKTA\"><b>Okta</b>&nbsp;</a>&nbsp;was off by as much as 4.7%, and&nbsp;<a href=\"https://laohu8.com/S/APPN\"><b>Appian</b>&nbsp;</a>&nbsp;was also down as much as 1.74%. The trio ended the session down 3.8%, 4.7%, and 1.7%, respectively. It's worth noting that the broader market indexes were mixed, with the&nbsp;<b>S&amp;P 500</b>&nbsp;gaining 0.17% on the day, while the&nbsp;<b>Nasdaq Composite</b>&nbsp;declined 0.5%.</p><p><blockquote><a href=\"https://laohu8.com/S/HUBS\"><b>枢纽点</b> </a>周一股价下跌3.8%，<a href=\"https://laohu8.com/S/OKTA\"><b>奥克塔</b> </a>下降了 4.7%，并且<a href=\"https://laohu8.com/S/APPN\"><b>阿庇安</b> </a>也下跌了1.74%。三家公司收盘分别下跌 3.8%、4.7% 和 1.7%。值得注意的是，大盘指数涨跌互现，<b>标普500</b>当日上涨 0.17%，而<b>纳斯达克复合材料</b>下降0.5%。</blockquote></p><p> There didn't appear to be any company-specific news contributing to the sell-off, but rather a variety of macroeconomic factors that may have had a hand in driving these stocks lower.</p><p><blockquote>似乎没有任何特定公司的消息导致抛售，但各种宏观经济因素可能对这些股票下跌起到了一定作用。</blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> There were a variety of headwinds facing investors on Tuesday, any one or more of which could have contributed to the decline of thesehigh-growth technology stocks.</p><p><blockquote>周二投资者面临各种不利因素，其中任何一个或多个都可能导致这些高增长科技股下跌。</blockquote></p><p> On Monday, President Joe Biden nominated Federal Reserve Chairman Jerome Powell to a second term, causing a rise in U.S. Treasury yields. Rising yields are usually a sign investors are nervous about the potential for rising inflation and are looking for a safe haven to stash their cash. In the wake of the waning pandemic, the nation has faced the highest rate of inflation in decades. The central bank will likely raise key interest rates from their current level near zero in an attempt to stave off inflation in the coming months.</p><p><blockquote>周一，乔·拜登总统提名美联储主席杰罗姆·鲍威尔连任，导致美国国债收益率上升。收益率上升通常表明投资者对通胀上升的可能性感到紧张，并正在寻找一个安全的避风港来存放现金。随着疫情的衰落，这个国家面临着几十年来最高的通货膨胀率。央行可能会将关键利率从目前接近于零的水平上调，以遏制未来几个月的通胀。</blockquote></p><p> As the U.S. heads into the holiday season, President Biden announced Tuesday he will tap into the country's strategic petroleum reserves in a bid to bring down soaring gas prices, which have climbed to record highs in some areas of the country.</p><p><blockquote>随着美国进入假期，拜登总统周二宣布，他将动用该国的战略石油储备，以降低飙升的天然气价格，该国一些地区的天然气价格已攀升至历史新高。</blockquote></p><p> There are also concerns that the backlog of container ships floating off U.S. ports and a shortage of truck drivers will continue to drive shortages ahead of the holiday shopping season, exacerbating an already tenuous situation.</p><p><blockquote>人们还担心，美国港口漂浮的集装箱船积压和卡车司机短缺将继续导致假日购物季来临前出现短缺，加剧本已脆弱的局势。</blockquote></p><p> What does all this have to do with HubSpot, Okta, and Appian? In a word, nothing. However, these macroeconomic issues are leading some to worry that this could lead to longer-lasting problems for the economy. As a result, some investors are selling off some of their biggest winners and raising cash in the event of a correction. To put this in context, each of these stocks has generated strong, triple-digit returns over the past two years, and some investors see them as ripe for the picking.</p><p><blockquote>这一切和HubSpot、Okta和Appian有什么关系？一句话，没什么。然而，这些宏观经济问题让一些人担心这可能会给经济带来更持久的问题。因此，一些投资者正在抛售一些最大的赢家，并在调整时筹集现金。从这个角度来看，这些股票在过去两年中都产生了强劲的三位数回报，一些投资者认为它们的选择时机已经成熟。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/643a2e1bcf7a21d83ac030c7aeb3ecb8\" tg-width=\"720\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> DATA BYYCHARTS</p><p><blockquote>数据来源：YCharts</blockquote></p><p> Now what</p><p><blockquote>现在呢</blockquote></p><p> Eagle-eyed investors will have detected a common thread running through these three stocks: Namely, even after today's declines, they're still not cheap when measured using traditional valuation metrics. HubSpot, Okta, and Appian are currently selling at 30, 29, and 15 times sales, respectively, while a good price-to-sales ratio is typically between 1 and 2.</p><p><blockquote>眼尖的投资者会发现贯穿这三只股票的一个共同点：即，即使在今天下跌之后，使用传统估值指标来衡量它们仍然不便宜。HubSpot、Okta 和 Appian 目前的销售额分别是销售额的 30 倍、29 倍和 15 倍，而良好的市销率通常在 1 到 2 之间。</blockquote></p><p> During broad market declines, stocks with frothy valuations tend to get punished more than their peers, as investors tend to sell them first and ask questions later.</p><p><blockquote>在大盘下跌期间，估值泡沫化的股票往往比同行受到更多惩罚，因为投资者往往先卖出它们，然后再提出问题。</blockquote></p><p> It's important to remember, however, that a strong underlying business and exemplary performance has been the catalyst that drove each of these stocks higher, so forward-thinking investors should avoid the temptation to follow the crowd.</p><p><blockquote>然而，重要的是要记住，强大的基础业务和出色的业绩一直是推动这些股票走高的催化剂，因此有远见的投资者应该避免随波逐流的诱惑。</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>Why HubSpot, Okta, and Appian Stocks All Slumped on Tuesday<blockquote>为什么 HubSpot、Okta 和 Appian 股票周二均下跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy HubSpot, Okta, and Appian Stocks All Slumped on Tuesday<blockquote>为什么 HubSpot、Okta 和 Appian 股票周二均下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-11-24 10:24</span>\n</p>\n</h4>\n</header>\n<article>\n<p>What happened</p><p><blockquote>发生了什么事</blockquote></p><p> Shares of a large number of high-growth stocks tumbled on Tuesday, as the market focused on a wide range of economic issues that caused mixed results from the major U.S. stock indexes.</p><p><blockquote>由于市场关注广泛的经济问题，导致美国主要股指表现好坏参半，大量高增长股票的股价周二暴跌。</blockquote></p><p> <a href=\"https://laohu8.com/S/HUBS\"><b>HubSpot</b>&nbsp;</a>&nbsp;stock was down as much as 3.8% on Monday,&nbsp;<a href=\"https://laohu8.com/S/OKTA\"><b>Okta</b>&nbsp;</a>&nbsp;was off by as much as 4.7%, and&nbsp;<a href=\"https://laohu8.com/S/APPN\"><b>Appian</b>&nbsp;</a>&nbsp;was also down as much as 1.74%. The trio ended the session down 3.8%, 4.7%, and 1.7%, respectively. It's worth noting that the broader market indexes were mixed, with the&nbsp;<b>S&amp;P 500</b>&nbsp;gaining 0.17% on the day, while the&nbsp;<b>Nasdaq Composite</b>&nbsp;declined 0.5%.</p><p><blockquote><a href=\"https://laohu8.com/S/HUBS\"><b>枢纽点</b> </a>周一股价下跌3.8%，<a href=\"https://laohu8.com/S/OKTA\"><b>奥克塔</b> </a>下降了 4.7%，并且<a href=\"https://laohu8.com/S/APPN\"><b>阿庇安</b> </a>也下跌了1.74%。三家公司收盘分别下跌 3.8%、4.7% 和 1.7%。值得注意的是，大盘指数涨跌互现，<b>标普500</b>当日上涨 0.17%，而<b>纳斯达克复合材料</b>下降0.5%。</blockquote></p><p> There didn't appear to be any company-specific news contributing to the sell-off, but rather a variety of macroeconomic factors that may have had a hand in driving these stocks lower.</p><p><blockquote>似乎没有任何特定公司的消息导致抛售，但各种宏观经济因素可能对这些股票下跌起到了一定作用。</blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> There were a variety of headwinds facing investors on Tuesday, any one or more of which could have contributed to the decline of thesehigh-growth technology stocks.</p><p><blockquote>周二投资者面临各种不利因素，其中任何一个或多个都可能导致这些高增长科技股下跌。</blockquote></p><p> On Monday, President Joe Biden nominated Federal Reserve Chairman Jerome Powell to a second term, causing a rise in U.S. Treasury yields. Rising yields are usually a sign investors are nervous about the potential for rising inflation and are looking for a safe haven to stash their cash. In the wake of the waning pandemic, the nation has faced the highest rate of inflation in decades. The central bank will likely raise key interest rates from their current level near zero in an attempt to stave off inflation in the coming months.</p><p><blockquote>周一，乔·拜登总统提名美联储主席杰罗姆·鲍威尔连任，导致美国国债收益率上升。收益率上升通常表明投资者对通胀上升的可能性感到紧张，并正在寻找一个安全的避风港来存放现金。随着疫情的衰落，这个国家面临着几十年来最高的通货膨胀率。央行可能会将关键利率从目前接近于零的水平上调，以遏制未来几个月的通胀。</blockquote></p><p> As the U.S. heads into the holiday season, President Biden announced Tuesday he will tap into the country's strategic petroleum reserves in a bid to bring down soaring gas prices, which have climbed to record highs in some areas of the country.</p><p><blockquote>随着美国进入假期，拜登总统周二宣布，他将动用该国的战略石油储备，以降低飙升的天然气价格，该国一些地区的天然气价格已攀升至历史新高。</blockquote></p><p> There are also concerns that the backlog of container ships floating off U.S. ports and a shortage of truck drivers will continue to drive shortages ahead of the holiday shopping season, exacerbating an already tenuous situation.</p><p><blockquote>人们还担心，美国港口漂浮的集装箱船积压和卡车司机短缺将继续导致假日购物季来临前出现短缺，加剧本已脆弱的局势。</blockquote></p><p> What does all this have to do with HubSpot, Okta, and Appian? In a word, nothing. However, these macroeconomic issues are leading some to worry that this could lead to longer-lasting problems for the economy. As a result, some investors are selling off some of their biggest winners and raising cash in the event of a correction. To put this in context, each of these stocks has generated strong, triple-digit returns over the past two years, and some investors see them as ripe for the picking.</p><p><blockquote>这一切和HubSpot、Okta和Appian有什么关系？一句话，没什么。然而，这些宏观经济问题让一些人担心这可能会给经济带来更持久的问题。因此，一些投资者正在抛售一些最大的赢家，并在调整时筹集现金。从这个角度来看，这些股票在过去两年中都产生了强劲的三位数回报，一些投资者认为它们的选择时机已经成熟。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/643a2e1bcf7a21d83ac030c7aeb3ecb8\" tg-width=\"720\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> DATA BYYCHARTS</p><p><blockquote>数据来源：YCharts</blockquote></p><p> Now what</p><p><blockquote>现在呢</blockquote></p><p> Eagle-eyed investors will have detected a common thread running through these three stocks: Namely, even after today's declines, they're still not cheap when measured using traditional valuation metrics. HubSpot, Okta, and Appian are currently selling at 30, 29, and 15 times sales, respectively, while a good price-to-sales ratio is typically between 1 and 2.</p><p><blockquote>眼尖的投资者会发现贯穿这三只股票的一个共同点：即，即使在今天下跌之后，使用传统估值指标来衡量它们仍然不便宜。HubSpot、Okta 和 Appian 目前的销售额分别是销售额的 30 倍、29 倍和 15 倍，而良好的市销率通常在 1 到 2 之间。</blockquote></p><p> During broad market declines, stocks with frothy valuations tend to get punished more than their peers, as investors tend to sell them first and ask questions later.</p><p><blockquote>在大盘下跌期间，估值泡沫化的股票往往比同行受到更多惩罚，因为投资者往往先卖出它们，然后再提出问题。</blockquote></p><p> It's important to remember, however, that a strong underlying business and exemplary performance has been the catalyst that drove each of these stocks higher, so forward-thinking investors should avoid the temptation to follow the crowd.</p><p><blockquote>然而，重要的是要记住，强大的基础业务和出色的业绩一直是推动这些股票走高的催化剂，因此有远见的投资者应该避免随波逐流的诱惑。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/11/23/why-hubspot-okta-and-appian-stocks-all-slumped-on/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HUBS":"HubSpot","OKTA":"Okta Inc.","APPN":"Appian Corp"},"source_url":"https://www.fool.com/investing/2021/11/23/why-hubspot-okta-and-appian-stocks-all-slumped-on/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174099243","content_text":"What happened\nShares of a large number of high-growth stocks tumbled on Tuesday, as the market focused on a wide range of economic issues that caused mixed results from the major U.S. stock indexes.\nHubSpot  stock was down as much as 3.8% on Monday, Okta  was off by as much as 4.7%, and Appian  was also down as much as 1.74%. The trio ended the session down 3.8%, 4.7%, and 1.7%, respectively. It's worth noting that the broader market indexes were mixed, with the S&P 500 gaining 0.17% on the day, while the Nasdaq Composite declined 0.5%.\nThere didn't appear to be any company-specific news contributing to the sell-off, but rather a variety of macroeconomic factors that may have had a hand in driving these stocks lower.\nSo what\nThere were a variety of headwinds facing investors on Tuesday, any one or more of which could have contributed to the decline of thesehigh-growth technology stocks.\nOn Monday, President Joe Biden nominated Federal Reserve Chairman Jerome Powell to a second term, causing a rise in U.S. Treasury yields. Rising yields are usually a sign investors are nervous about the potential for rising inflation and are looking for a safe haven to stash their cash. In the wake of the waning pandemic, the nation has faced the highest rate of inflation in decades. The central bank will likely raise key interest rates from their current level near zero in an attempt to stave off inflation in the coming months.\nAs the U.S. heads into the holiday season, President Biden announced Tuesday he will tap into the country's strategic petroleum reserves in a bid to bring down soaring gas prices, which have climbed to record highs in some areas of the country.\nThere are also concerns that the backlog of container ships floating off U.S. ports and a shortage of truck drivers will continue to drive shortages ahead of the holiday shopping season, exacerbating an already tenuous situation.\nWhat does all this have to do with HubSpot, Okta, and Appian? In a word, nothing. However, these macroeconomic issues are leading some to worry that this could lead to longer-lasting problems for the economy. As a result, some investors are selling off some of their biggest winners and raising cash in the event of a correction. To put this in context, each of these stocks has generated strong, triple-digit returns over the past two years, and some investors see them as ripe for the picking.\n\nDATA BYYCHARTS\nNow what\nEagle-eyed investors will have detected a common thread running through these three stocks: Namely, even after today's declines, they're still not cheap when measured using traditional valuation metrics. HubSpot, Okta, and Appian are currently selling at 30, 29, and 15 times sales, respectively, while a good price-to-sales ratio is typically between 1 and 2.\nDuring broad market declines, stocks with frothy valuations tend to get punished more than their peers, as investors tend to sell them first and ask questions later.\nIt's important to remember, however, that a strong underlying business and exemplary performance has been the catalyst that drove each of these stocks higher, so forward-thinking investors should avoid the temptation to follow the crowd.","news_type":1,"symbols_score_info":{"OKTA":0.9,"HUBS":0.9,"APPN":0.9}},"isVote":1,"tweetType":1,"viewCount":3437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874393723,"gmtCreate":1637727340591,"gmtModify":1637727340648,"author":{"id":"3575578461321661","authorId":"3575578461321661","name":"TCX","avatar":"https://static.tigerbbs.com/be270b30ebeb82b3889ba3b9732f72fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575578461321661","authorIdStr":"3575578461321661"},"themes":[],"title":"","htmlText":"Lucid dream","listText":"Lucid dream","text":"Lucid dream","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/874393723","repostId":"2185384641","repostType":4,"isVote":1,"tweetType":1,"viewCount":2547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873067506,"gmtCreate":1636805072054,"gmtModify":1636805072054,"author":{"id":"3575578461321661","authorId":"3575578461321661","name":"TCX","avatar":"https://static.tigerbbs.com/be270b30ebeb82b3889ba3b9732f72fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575578461321661","authorIdStr":"3575578461321661"},"themes":[],"title":"","htmlText":"Bear are you&nbsp;","listText":"Bear are you&nbsp;","text":"Bear are you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873067506","repostId":"1129004768","repostType":4,"repost":{"id":"1129004768","kind":"news","pubTimestamp":1636764434,"share":"https://www.laohunote.com/m/news/1129004768?lang=zh_CN&edition=full","pubTime":"2021-11-13 08:47","market":"us","language":"en","title":"Apple: The Bear Argument, And Why It's Wrong<blockquote>苹果：熊的论点，以及为什么它是错误的</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129004768","media":"Seeking Alpha","summary":"Apple has failed to stay above $150 per share for long, and bears are starting to pay attention to the recent weakness in price.I list a couple of the most popular bearish arguments, and explain why I believe that they are either short-sighted or most likely incorrect.Maybe AAPL is not the same pound-the-table buy, but I continue to think that this is a stock to own today through the next several years.This may also help to explain, in part, why Apple's revenues in Greater China shot through the","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Apple has failed to stay above $150 per share for long, and bears are starting to pay attention to the recent weakness in price.</li>  <li>I list a couple of the most popular bearish arguments, and explain why I believe that they are either short-sighted or most likely incorrect.</li>  <li>Maybe AAPL is not the same pound-the-table buy, but I continue to think that this is a stock to own today through the next several years.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4bc955cc5d27328c3b89b327b9368d27\" tg-width=\"1536\" tg-height=\"1020\" width=\"100%\" height=\"auto\"><span>kmwphotography/iStock via Getty Images</span></p><p><blockquote><ul><li>苹果股价未能长期保持在每股150美元以上，空头开始关注近期价格的疲软。</li><li>我列出了几个最流行的看跌论点，并解释了为什么我认为它们要么是短视的，要么很可能是不正确的。</li><li>也许 AAPL 不是那种值得一买的股票，但我仍然认为这是一只在未来几年内值得今天持有的股票。</li></ul><p class=\"t-img-caption\"><span>kmwphotography/iStock 来自 Getty Images</span></p></blockquote></p><p> With Apple (AAPL) once again failing to make fresh all-time highs, now down around 6% from the peak and dipping closer towards key moving-average support, bears have started to pay attention. Still, I think that the case for selling (or shorting) this stock does not hold much water in the long term, and I believe that bears will ultimately tire of swimming against the current.</p><p><blockquote>随着苹果 (AAPL) 再次未能创下历史新高，目前较峰值下跌约 6%，并接近关键移动平均线支撑位，空头已开始关注。尽管如此，我认为从长远来看，卖出（或做空）这只股票的理由并没有太大的说服力，我相信空头最终会厌倦逆流而上。</blockquote></p><p> Below, I list the most common few reasons why one might want to dump or stay away from Apple shares – and why I think that the bearish case is either short-sighted or most likely incorrect.</p><p><blockquote>下面，我列出了人们可能想要抛售或远离苹果股票的几个最常见的原因，以及为什么我认为看跌案例要么是短视的，要么很可能是不正确的。</blockquote></p><p> <b>Key risk #1: drop-off in demand</b></p><p><blockquote><b>关键风险#1：需求下降</b></blockquote></p><p> Not many analysts and portfolio managers have been vocal about avoiding or selling Apple. Experts like New Street's&nbsp;Pierre Ferragu&nbsp;and Satori Fund's&nbsp;Dan Niles&nbsp;are the few that come to mind, and their theses seem to align pretty well with every other bearish call on AAPL that I have seen recently.</p><p><blockquote>没有多少分析师和投资组合经理公开表示要避免或出售苹果。New Street 的 Pierre Ferragu 和 Satori Fund 的 Dan Niles 等专家是少数几个浮现在脑海中的专家，他们的论点似乎与我最近看到的所有其他看跌 AAPL 的看涨期权非常一致。</blockquote></p><p> The first common reason to sell the stock is often phrased in different ways, but can effectively be summarized as follows: Apple's financial results in the near term should suffer from demand that has already turned into revenues in calendar 2020, during the thick of the pandemic and stay-at-home consumption wave. This is particularly true following the launch of the iPhone 13 that some (including legendary Apple founder&nbsp;Steve Wozniak) see as merely a minor upgrade from the previous model.</p><p><blockquote>出售股票的第一个常见原因通常有不同的表述方式，但可以有效地总结如下：苹果近期的财务业绩应该会受到需求的影响，而需求已经在 2020 年转化为收入。疫情和居家消费浪潮。在iPhone 13推出后尤其如此，一些人（包括传奇的苹果创始人Steve Wozniak）认为这只是对之前型号的一个小升级。</blockquote></p><p> I see the concern here, especially considering that Apple will start to face unsurmountable iPhone comps in the holidays and post-holiday quarters – see graph below. But the same chart also shows that there seemed to exist quite a bit of pent-up demand over the many quarters that preceded the iPhone 12 launch. One possible justification for this shift in sales from fiscal 2019-2020 to 2021 is Apple's late entry into the 5G space. Consumers that are loyal to or just prefer the iOS device probably waited patiently to upgrade or switch, and then they did it all at once.</p><p><blockquote>我看到了这里的担忧，特别是考虑到苹果将在假期和假期后的季度开始面临难以逾越的iPhone竞争——见下图。但同一张图表也显示，在iPhone 12发布之前的许多季度里，似乎存在相当多被压抑的需求。从2019-2020财年到2021财年销售转变的一个可能理由是苹果较晚进入5G领域。忠实于或只是偏爱iOS设备的消费者可能会耐心等待升级或切换，然后他们一次性完成所有操作。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7dc677f0a1c77dd39f40b4cc99c6fc15\" tg-width=\"460\" tg-height=\"322\" width=\"100%\" height=\"auto\"><span>Source: DM Martins Research, data from company reports</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：DM Martins Research，数据来自公司报告</span></p></blockquote></p><p> This may also help to explain, in part, why Apple's revenues in Greater China shot through the roof in the past 6 to 12 months. With the country's 5G infrastructure being further developed, owning a device that can handle the faster speeds probably makes most sense. Sales in the region had been lackluster to say the least since 2015, and dropped YOY by as much as 29% in fiscal Q4 of 2020. In the past three quarters, however, revenues climbed by at least 57% in each period.</p><p><blockquote>这或许也有助于部分解释为什么苹果在大中华区的收入在过去 6 到 12 个月中飙升。随着该国5G基础设施的进一步发展，拥有一台能够处理更快速度的设备可能是最有意义的。至少可以说，自 2015 年以来，该地区的销售额一直低迷，2020 财年第四季度同比下降高达 29%。然而，在过去三个季度中，收入每个时期至少增长了 57%。</blockquote></p><p> In the end, over the last 12 quarters – i.e. roughly the useful life of the average iPhone – Apple's smartphone sales have risen by only 4.8% per year. Considering that ASP (average selling price) has likely increased during the period, this figure barely represents any meaningful growth in device shipments over a full cycle. Therefore, to think that demand for Apple's products will fall off a cliff next seems like a stretch, especially if one also considers chip innovation and design updates in Mac and iPad.</p><p><blockquote>最后，在过去的12个季度——大约是iPhone的平均使用寿命——苹果的智能手机销量每年仅增长4.8%。考虑到ASP（平均售价）在此期间可能会增加，这个数字很难代表整个周期内设备出货量的任何有意义的增长。因此，认为苹果产品的需求接下来会断崖式下跌似乎有些牵强，尤其是如果还考虑到Mac和iPad的芯片创新和设计更新的话。</blockquote></p><p> <b>Key risk #2: valuation</b></p><p><blockquote><b>主要风险#2：估值</b></blockquote></p><p> The other key risk of investing in Apple that is often brought up is valuation. Dan Niles, mentioned above, suggests that a next-year P/E of 26 times might not even be the biggest deal. The problem is that this multiple looks too rich against growth expectations that are modest.Analysts expect Apple's EPS&nbsp;to rise by only 4% per year through fiscal 2025. Alphabet (GOOG)(GOOGL), valued at a similar earnings multiple, is expected to drive earnings 16% higher per year over a similar period.</p><p><blockquote>投资苹果的另一个经常被提及的主要风险是估值。上面提到的丹·奈尔斯 (Dan Niles) 表示，明年 26 倍的市盈率可能甚至不是最大的交易。问题是，与适度的增长预期相比，这个倍数看起来太高了。分析师预计，到 2025 财年，苹果的每股收益每年仅增长 4%。Alphabet (GOOG)（GOOGL）的市盈率相似，预计同期每年盈利将增长 16%。</blockquote></p><p> That, in my view, is a more reasonable bearish argument. Per my estimates, Apple is by far the stock with the highest PEG ratio (P/E over long-term EPS growth) of 6.5 times. Amazon (AMZN) is a very distant second on this metric, at 2.3 times. But even here, I see a good argument to be made in favor of Apple.</p><p><blockquote>在我看来，这是一个更合理的看跌论点。根据我的估计，苹果是迄今为止PEG比率（长期每股收益增长的市盈率）最高的股票，为6.5倍。亚马逊 (AMZN) 在该指标上遥遥领先，为 2.3 倍。但即使在这里，我也看到了一个有利于苹果的好论点。</blockquote></p><p></p><p> First, the company has been proving to be a powerful gatekeeper in the tech world. Here is one example: the first, most blatant sign that Apple's iOS privacy policy changes in the summer&nbsp;have been hurting social media companies&nbsp;and their financial statements&nbsp;led to the Nasdaqe&nbsp;rasing $120 billion in market value in a matter of minutes – most of which coming from internet stocks. Should one be expected to pay a premium for a stock in the face of such market control? I would say so.</p><p><blockquote>首先，该公司已被证明是科技界强大的守门人。这里有一个例子：第一个也是最明显的迹象是，苹果今年夏天的iOS隐私政策变化一直在伤害社交媒体公司，他们的财务报表导致纳斯达克市值在几分钟内飙升1200亿美元——其中大部分来自互联网股票。面对这种市场控制，人们是否应该期望为股票支付溢价？我会这么说。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0946db3f3bc62569a56f2dbe2aa75922\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Also, as the chart above depicts, Apple's forward-year P/E has certainly expanded relative to what it used to be a few years ago. But the multi-year move higher seems consistent with (1) a wave of increased demand for Apple's products and services, (2) better margins, (3) a drop in interest rates in 2020, and (4) a broad stock market that has become generally more expensive. Compared to how AAPL traded only about three months ago, P/E has in fact dipped about three turns and returned to early 2021 levels.</p><p><blockquote>此外，如上图所示，与几年前相比，苹果的未来一年市盈率肯定有所扩大。但多年来的走高似乎与以下因素一致：（1）对苹果产品和服务的需求增加，（2）更好的利润率，（3）2020年利率下降，以及（4）广泛的股票市场普遍变得更加昂贵。与大约三个月前 AAPL 的交易方式相比，市盈率实际上已经下降了约三次，并回到了 2021 年初的水平。</blockquote></p><p> <b>Key risk #3: lack of positive catalysts</b></p><p><blockquote><b>关键风险#3：缺乏积极的催化剂</b></blockquote></p><p> The next risk to investing in Apple that is often cited are short-term catalysts. The iPhone 13 was announced a few weeks ago, and&nbsp;so has the refreshed lineup&nbsp;of MacBook Pro devices equipped with the new M1 Pro and Max chips. Fiscal fourth quarter earnings is also in the rearview mirror. In fact, I think that the drop off in relevant Apple news in the fourth quarter correlates well with a stock that, seasonally, tends to perform worse in the November-to-January period. Bears may also argue that, with a few quarters of tough comps ahead, investors might have a hard time finding reasons to buy AAPL in the next few months.</p><p><blockquote>投资苹果的下一个经常被提及的风险是短期催化剂。iPhone 13几周前发布，配备新M1 Pro和Max芯片的MacBook Pro设备阵容也是如此。第四财季盈利也已成为过去。事实上，我认为第四季度相关苹果新闻的下降与 11 月至 1 月期间季节性表现较差的股票密切相关。看空者还可能认为，由于未来几个季度的艰难竞争，投资者可能很难在未来几个月找到购买 AAPL 的理由。</blockquote></p><p> But here, I believe that a bit of patience is warranted. First, the recent malaise in share price alone may be enough to attract new money from investors looking for a good deal on a high-quality stock. But more importantly, longer-term catalysts are likely to make more of a difference on share price and financial performance over the next, say, five years.</p><p><blockquote>但是在这里，我相信一点耐心是必要的。首先，仅近期股价的低迷就足以吸引寻求优质股票优惠的投资者的新资金。但更重要的是，长期催化剂可能会在未来五年内对股价和财务业绩产生更大影响。</blockquote></p><p> I have previously talked in more detail about two catalysts that quickly come to mind. I doubt that much upside from initiatives like mixed reality and&nbsp;autonomous vehicle&nbsp;has been factored into analysts' financial models – and hence, properly priced into the stock. Because Apple is run by a conservative team of executives, I bet that both massive growth opportunities will be pursued if and when they are accretive to the company's earnings. They should, therefore, serve as the key catalysts driving long-term growth expectations (which is relevant for risk #1 above) and share price higher.</p><p><blockquote>我之前更详细地谈到了两个很快浮现在脑海中的催化剂。我怀疑混合现实和自动驾驶汽车等举措的太多上涨空间是否已被纳入分析师的财务模型，因此，该股的定价也得到了适当的体现。由于苹果是由一个保守的高管团队管理的，我敢打赌，如果这两个巨大的增长机会能够增加公司的盈利，那么它们就会被追求。因此，它们应该成为推动长期增长预期（这与上述风险 1 相关）和股价上涨的关键催化剂。</blockquote></p><p> <b>In summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> Apple may not be the same pound-the-table opportunity that I believed it to be&nbsp;in February 2021&nbsp;or, better yet,in April 2018&nbsp;– in both cases, I believed that shares had sold off for no good reason. But I continue to think that AAPL is a stock to own today through the next several years, especially now that the earnings multiple has started to rerate towards year-ago levels. Should Apple continue to head lower in the near term, the pullback (assuming no meaningful change in business fundamentals) would present an even better chance to buy.</p><p><blockquote>苹果可能不会像我在 2021 年 2 月或更好的是，在 2018 年 4 月所认为的那样是千载难逢的机会——在这两种情况下，我都认为股票无缘无故地抛售。但我仍然认为 AAPL 是未来几年值得持有的股票，尤其是现在市盈率已开始向一年前的水平重新评估。如果苹果在短期内继续走低，回调（假设商业基本面没有有意义的变化）将提供更好的买入机会。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: The Bear Argument, And Why It's Wrong<blockquote>苹果：熊的论点，以及为什么它是错误的</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: The Bear Argument, And Why It's Wrong<blockquote>苹果：熊的论点，以及为什么它是错误的</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-13 08:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Apple has failed to stay above $150 per share for long, and bears are starting to pay attention to the recent weakness in price.</li>  <li>I list a couple of the most popular bearish arguments, and explain why I believe that they are either short-sighted or most likely incorrect.</li>  <li>Maybe AAPL is not the same pound-the-table buy, but I continue to think that this is a stock to own today through the next several years.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4bc955cc5d27328c3b89b327b9368d27\" tg-width=\"1536\" tg-height=\"1020\" width=\"100%\" height=\"auto\"><span>kmwphotography/iStock via Getty Images</span></p><p><blockquote><ul><li>苹果股价未能长期保持在每股150美元以上，空头开始关注近期价格的疲软。</li><li>我列出了几个最流行的看跌论点，并解释了为什么我认为它们要么是短视的，要么很可能是不正确的。</li><li>也许 AAPL 不是那种值得一买的股票，但我仍然认为这是一只在未来几年内值得今天持有的股票。</li></ul><p class=\"t-img-caption\"><span>kmwphotography/iStock 来自 Getty Images</span></p></blockquote></p><p> With Apple (AAPL) once again failing to make fresh all-time highs, now down around 6% from the peak and dipping closer towards key moving-average support, bears have started to pay attention. Still, I think that the case for selling (or shorting) this stock does not hold much water in the long term, and I believe that bears will ultimately tire of swimming against the current.</p><p><blockquote>随着苹果 (AAPL) 再次未能创下历史新高，目前较峰值下跌约 6%，并接近关键移动平均线支撑位，空头已开始关注。尽管如此，我认为从长远来看，卖出（或做空）这只股票的理由并没有太大的说服力，我相信空头最终会厌倦逆流而上。</blockquote></p><p> Below, I list the most common few reasons why one might want to dump or stay away from Apple shares – and why I think that the bearish case is either short-sighted or most likely incorrect.</p><p><blockquote>下面，我列出了人们可能想要抛售或远离苹果股票的几个最常见的原因，以及为什么我认为看跌案例要么是短视的，要么很可能是不正确的。</blockquote></p><p> <b>Key risk #1: drop-off in demand</b></p><p><blockquote><b>关键风险#1：需求下降</b></blockquote></p><p> Not many analysts and portfolio managers have been vocal about avoiding or selling Apple. Experts like New Street's&nbsp;Pierre Ferragu&nbsp;and Satori Fund's&nbsp;Dan Niles&nbsp;are the few that come to mind, and their theses seem to align pretty well with every other bearish call on AAPL that I have seen recently.</p><p><blockquote>没有多少分析师和投资组合经理公开表示要避免或出售苹果。New Street 的 Pierre Ferragu 和 Satori Fund 的 Dan Niles 等专家是少数几个浮现在脑海中的专家，他们的论点似乎与我最近看到的所有其他看跌 AAPL 的看涨期权非常一致。</blockquote></p><p> The first common reason to sell the stock is often phrased in different ways, but can effectively be summarized as follows: Apple's financial results in the near term should suffer from demand that has already turned into revenues in calendar 2020, during the thick of the pandemic and stay-at-home consumption wave. This is particularly true following the launch of the iPhone 13 that some (including legendary Apple founder&nbsp;Steve Wozniak) see as merely a minor upgrade from the previous model.</p><p><blockquote>出售股票的第一个常见原因通常有不同的表述方式，但可以有效地总结如下：苹果近期的财务业绩应该会受到需求的影响，而需求已经在 2020 年转化为收入。疫情和居家消费浪潮。在iPhone 13推出后尤其如此，一些人（包括传奇的苹果创始人Steve Wozniak）认为这只是对之前型号的一个小升级。</blockquote></p><p> I see the concern here, especially considering that Apple will start to face unsurmountable iPhone comps in the holidays and post-holiday quarters – see graph below. But the same chart also shows that there seemed to exist quite a bit of pent-up demand over the many quarters that preceded the iPhone 12 launch. One possible justification for this shift in sales from fiscal 2019-2020 to 2021 is Apple's late entry into the 5G space. Consumers that are loyal to or just prefer the iOS device probably waited patiently to upgrade or switch, and then they did it all at once.</p><p><blockquote>我看到了这里的担忧，特别是考虑到苹果将在假期和假期后的季度开始面临难以逾越的iPhone竞争——见下图。但同一张图表也显示，在iPhone 12发布之前的许多季度里，似乎存在相当多被压抑的需求。从2019-2020财年到2021财年销售转变的一个可能理由是苹果较晚进入5G领域。忠实于或只是偏爱iOS设备的消费者可能会耐心等待升级或切换，然后他们一次性完成所有操作。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7dc677f0a1c77dd39f40b4cc99c6fc15\" tg-width=\"460\" tg-height=\"322\" width=\"100%\" height=\"auto\"><span>Source: DM Martins Research, data from company reports</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：DM Martins Research，数据来自公司报告</span></p></blockquote></p><p> This may also help to explain, in part, why Apple's revenues in Greater China shot through the roof in the past 6 to 12 months. With the country's 5G infrastructure being further developed, owning a device that can handle the faster speeds probably makes most sense. Sales in the region had been lackluster to say the least since 2015, and dropped YOY by as much as 29% in fiscal Q4 of 2020. In the past three quarters, however, revenues climbed by at least 57% in each period.</p><p><blockquote>这或许也有助于部分解释为什么苹果在大中华区的收入在过去 6 到 12 个月中飙升。随着该国5G基础设施的进一步发展，拥有一台能够处理更快速度的设备可能是最有意义的。至少可以说，自 2015 年以来，该地区的销售额一直低迷，2020 财年第四季度同比下降高达 29%。然而，在过去三个季度中，收入每个时期至少增长了 57%。</blockquote></p><p> In the end, over the last 12 quarters – i.e. roughly the useful life of the average iPhone – Apple's smartphone sales have risen by only 4.8% per year. Considering that ASP (average selling price) has likely increased during the period, this figure barely represents any meaningful growth in device shipments over a full cycle. Therefore, to think that demand for Apple's products will fall off a cliff next seems like a stretch, especially if one also considers chip innovation and design updates in Mac and iPad.</p><p><blockquote>最后，在过去的12个季度——大约是iPhone的平均使用寿命——苹果的智能手机销量每年仅增长4.8%。考虑到ASP（平均售价）在此期间可能会增加，这个数字很难代表整个周期内设备出货量的任何有意义的增长。因此，认为苹果产品的需求接下来会断崖式下跌似乎有些牵强，尤其是如果还考虑到Mac和iPad的芯片创新和设计更新的话。</blockquote></p><p> <b>Key risk #2: valuation</b></p><p><blockquote><b>主要风险#2：估值</b></blockquote></p><p> The other key risk of investing in Apple that is often brought up is valuation. Dan Niles, mentioned above, suggests that a next-year P/E of 26 times might not even be the biggest deal. The problem is that this multiple looks too rich against growth expectations that are modest.Analysts expect Apple's EPS&nbsp;to rise by only 4% per year through fiscal 2025. Alphabet (GOOG)(GOOGL), valued at a similar earnings multiple, is expected to drive earnings 16% higher per year over a similar period.</p><p><blockquote>投资苹果的另一个经常被提及的主要风险是估值。上面提到的丹·奈尔斯 (Dan Niles) 表示，明年 26 倍的市盈率可能甚至不是最大的交易。问题是，与适度的增长预期相比，这个倍数看起来太高了。分析师预计，到 2025 财年，苹果的每股收益每年仅增长 4%。Alphabet (GOOG)（GOOGL）的市盈率相似，预计同期每年盈利将增长 16%。</blockquote></p><p> That, in my view, is a more reasonable bearish argument. Per my estimates, Apple is by far the stock with the highest PEG ratio (P/E over long-term EPS growth) of 6.5 times. Amazon (AMZN) is a very distant second on this metric, at 2.3 times. But even here, I see a good argument to be made in favor of Apple.</p><p><blockquote>在我看来，这是一个更合理的看跌论点。根据我的估计，苹果是迄今为止PEG比率（长期每股收益增长的市盈率）最高的股票，为6.5倍。亚马逊 (AMZN) 在该指标上遥遥领先，为 2.3 倍。但即使在这里，我也看到了一个有利于苹果的好论点。</blockquote></p><p></p><p> First, the company has been proving to be a powerful gatekeeper in the tech world. Here is one example: the first, most blatant sign that Apple's iOS privacy policy changes in the summer&nbsp;have been hurting social media companies&nbsp;and their financial statements&nbsp;led to the Nasdaqe&nbsp;rasing $120 billion in market value in a matter of minutes – most of which coming from internet stocks. Should one be expected to pay a premium for a stock in the face of such market control? I would say so.</p><p><blockquote>首先，该公司已被证明是科技界强大的守门人。这里有一个例子：第一个也是最明显的迹象是，苹果今年夏天的iOS隐私政策变化一直在伤害社交媒体公司，他们的财务报表导致纳斯达克市值在几分钟内飙升1200亿美元——其中大部分来自互联网股票。面对这种市场控制，人们是否应该期望为股票支付溢价？我会这么说。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0946db3f3bc62569a56f2dbe2aa75922\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Also, as the chart above depicts, Apple's forward-year P/E has certainly expanded relative to what it used to be a few years ago. But the multi-year move higher seems consistent with (1) a wave of increased demand for Apple's products and services, (2) better margins, (3) a drop in interest rates in 2020, and (4) a broad stock market that has become generally more expensive. Compared to how AAPL traded only about three months ago, P/E has in fact dipped about three turns and returned to early 2021 levels.</p><p><blockquote>此外，如上图所示，与几年前相比，苹果的未来一年市盈率肯定有所扩大。但多年来的走高似乎与以下因素一致：（1）对苹果产品和服务的需求增加，（2）更好的利润率，（3）2020年利率下降，以及（4）广泛的股票市场普遍变得更加昂贵。与大约三个月前 AAPL 的交易方式相比，市盈率实际上已经下降了约三次，并回到了 2021 年初的水平。</blockquote></p><p> <b>Key risk #3: lack of positive catalysts</b></p><p><blockquote><b>关键风险#3：缺乏积极的催化剂</b></blockquote></p><p> The next risk to investing in Apple that is often cited are short-term catalysts. The iPhone 13 was announced a few weeks ago, and&nbsp;so has the refreshed lineup&nbsp;of MacBook Pro devices equipped with the new M1 Pro and Max chips. Fiscal fourth quarter earnings is also in the rearview mirror. In fact, I think that the drop off in relevant Apple news in the fourth quarter correlates well with a stock that, seasonally, tends to perform worse in the November-to-January period. Bears may also argue that, with a few quarters of tough comps ahead, investors might have a hard time finding reasons to buy AAPL in the next few months.</p><p><blockquote>投资苹果的下一个经常被提及的风险是短期催化剂。iPhone 13几周前发布，配备新M1 Pro和Max芯片的MacBook Pro设备阵容也是如此。第四财季盈利也已成为过去。事实上，我认为第四季度相关苹果新闻的下降与 11 月至 1 月期间季节性表现较差的股票密切相关。看空者还可能认为，由于未来几个季度的艰难竞争，投资者可能很难在未来几个月找到购买 AAPL 的理由。</blockquote></p><p> But here, I believe that a bit of patience is warranted. First, the recent malaise in share price alone may be enough to attract new money from investors looking for a good deal on a high-quality stock. But more importantly, longer-term catalysts are likely to make more of a difference on share price and financial performance over the next, say, five years.</p><p><blockquote>但是在这里，我相信一点耐心是必要的。首先，仅近期股价的低迷就足以吸引寻求优质股票优惠的投资者的新资金。但更重要的是，长期催化剂可能会在未来五年内对股价和财务业绩产生更大影响。</blockquote></p><p> I have previously talked in more detail about two catalysts that quickly come to mind. I doubt that much upside from initiatives like mixed reality and&nbsp;autonomous vehicle&nbsp;has been factored into analysts' financial models – and hence, properly priced into the stock. Because Apple is run by a conservative team of executives, I bet that both massive growth opportunities will be pursued if and when they are accretive to the company's earnings. They should, therefore, serve as the key catalysts driving long-term growth expectations (which is relevant for risk #1 above) and share price higher.</p><p><blockquote>我之前更详细地谈到了两个很快浮现在脑海中的催化剂。我怀疑混合现实和自动驾驶汽车等举措的太多上涨空间是否已被纳入分析师的财务模型，因此，该股的定价也得到了适当的体现。由于苹果是由一个保守的高管团队管理的，我敢打赌，如果这两个巨大的增长机会能够增加公司的盈利，那么它们就会被追求。因此，它们应该成为推动长期增长预期（这与上述风险 1 相关）和股价上涨的关键催化剂。</blockquote></p><p> <b>In summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> Apple may not be the same pound-the-table opportunity that I believed it to be&nbsp;in February 2021&nbsp;or, better yet,in April 2018&nbsp;– in both cases, I believed that shares had sold off for no good reason. But I continue to think that AAPL is a stock to own today through the next several years, especially now that the earnings multiple has started to rerate towards year-ago levels. Should Apple continue to head lower in the near term, the pullback (assuming no meaningful change in business fundamentals) would present an even better chance to buy.</p><p><blockquote>苹果可能不会像我在 2021 年 2 月或更好的是，在 2018 年 4 月所认为的那样是千载难逢的机会——在这两种情况下，我都认为股票无缘无故地抛售。但我仍然认为 AAPL 是未来几年值得持有的股票，尤其是现在市盈率已开始向一年前的水平重新评估。如果苹果在短期内继续走低，回调（假设商业基本面没有有意义的变化）将提供更好的买入机会。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4468890-apple-the-bear-argument-and-why-its-wrong\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4468890-apple-the-bear-argument-and-why-its-wrong","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129004768","content_text":"Summary\n\nApple has failed to stay above $150 per share for long, and bears are starting to pay attention to the recent weakness in price.\nI list a couple of the most popular bearish arguments, and explain why I believe that they are either short-sighted or most likely incorrect.\nMaybe AAPL is not the same pound-the-table buy, but I continue to think that this is a stock to own today through the next several years.\n\nkmwphotography/iStock via Getty Images\nWith Apple (AAPL) once again failing to make fresh all-time highs, now down around 6% from the peak and dipping closer towards key moving-average support, bears have started to pay attention. Still, I think that the case for selling (or shorting) this stock does not hold much water in the long term, and I believe that bears will ultimately tire of swimming against the current.\nBelow, I list the most common few reasons why one might want to dump or stay away from Apple shares – and why I think that the bearish case is either short-sighted or most likely incorrect.\nKey risk #1: drop-off in demand\nNot many analysts and portfolio managers have been vocal about avoiding or selling Apple. Experts like New Street's Pierre Ferragu and Satori Fund's Dan Niles are the few that come to mind, and their theses seem to align pretty well with every other bearish call on AAPL that I have seen recently.\nThe first common reason to sell the stock is often phrased in different ways, but can effectively be summarized as follows: Apple's financial results in the near term should suffer from demand that has already turned into revenues in calendar 2020, during the thick of the pandemic and stay-at-home consumption wave. This is particularly true following the launch of the iPhone 13 that some (including legendary Apple founder Steve Wozniak) see as merely a minor upgrade from the previous model.\nI see the concern here, especially considering that Apple will start to face unsurmountable iPhone comps in the holidays and post-holiday quarters – see graph below. But the same chart also shows that there seemed to exist quite a bit of pent-up demand over the many quarters that preceded the iPhone 12 launch. One possible justification for this shift in sales from fiscal 2019-2020 to 2021 is Apple's late entry into the 5G space. Consumers that are loyal to or just prefer the iOS device probably waited patiently to upgrade or switch, and then they did it all at once.\nSource: DM Martins Research, data from company reports\nThis may also help to explain, in part, why Apple's revenues in Greater China shot through the roof in the past 6 to 12 months. With the country's 5G infrastructure being further developed, owning a device that can handle the faster speeds probably makes most sense. Sales in the region had been lackluster to say the least since 2015, and dropped YOY by as much as 29% in fiscal Q4 of 2020. In the past three quarters, however, revenues climbed by at least 57% in each period.\nIn the end, over the last 12 quarters – i.e. roughly the useful life of the average iPhone – Apple's smartphone sales have risen by only 4.8% per year. Considering that ASP (average selling price) has likely increased during the period, this figure barely represents any meaningful growth in device shipments over a full cycle. Therefore, to think that demand for Apple's products will fall off a cliff next seems like a stretch, especially if one also considers chip innovation and design updates in Mac and iPad.\nKey risk #2: valuation\nThe other key risk of investing in Apple that is often brought up is valuation. Dan Niles, mentioned above, suggests that a next-year P/E of 26 times might not even be the biggest deal. The problem is that this multiple looks too rich against growth expectations that are modest.Analysts expect Apple's EPS to rise by only 4% per year through fiscal 2025. Alphabet (GOOG)(GOOGL), valued at a similar earnings multiple, is expected to drive earnings 16% higher per year over a similar period.\nThat, in my view, is a more reasonable bearish argument. Per my estimates, Apple is by far the stock with the highest PEG ratio (P/E over long-term EPS growth) of 6.5 times. Amazon (AMZN) is a very distant second on this metric, at 2.3 times. But even here, I see a good argument to be made in favor of Apple.\nFirst, the company has been proving to be a powerful gatekeeper in the tech world. Here is one example: the first, most blatant sign that Apple's iOS privacy policy changes in the summer have been hurting social media companies and their financial statements led to the Nasdaqe rasing $120 billion in market value in a matter of minutes – most of which coming from internet stocks. Should one be expected to pay a premium for a stock in the face of such market control? I would say so.\nData by YCharts\nAlso, as the chart above depicts, Apple's forward-year P/E has certainly expanded relative to what it used to be a few years ago. But the multi-year move higher seems consistent with (1) a wave of increased demand for Apple's products and services, (2) better margins, (3) a drop in interest rates in 2020, and (4) a broad stock market that has become generally more expensive. Compared to how AAPL traded only about three months ago, P/E has in fact dipped about three turns and returned to early 2021 levels.\nKey risk #3: lack of positive catalysts\nThe next risk to investing in Apple that is often cited are short-term catalysts. The iPhone 13 was announced a few weeks ago, and so has the refreshed lineup of MacBook Pro devices equipped with the new M1 Pro and Max chips. Fiscal fourth quarter earnings is also in the rearview mirror. In fact, I think that the drop off in relevant Apple news in the fourth quarter correlates well with a stock that, seasonally, tends to perform worse in the November-to-January period. Bears may also argue that, with a few quarters of tough comps ahead, investors might have a hard time finding reasons to buy AAPL in the next few months.\nBut here, I believe that a bit of patience is warranted. First, the recent malaise in share price alone may be enough to attract new money from investors looking for a good deal on a high-quality stock. But more importantly, longer-term catalysts are likely to make more of a difference on share price and financial performance over the next, say, five years.\nI have previously talked in more detail about two catalysts that quickly come to mind. I doubt that much upside from initiatives like mixed reality and autonomous vehicle has been factored into analysts' financial models – and hence, properly priced into the stock. Because Apple is run by a conservative team of executives, I bet that both massive growth opportunities will be pursued if and when they are accretive to the company's earnings. They should, therefore, serve as the key catalysts driving long-term growth expectations (which is relevant for risk #1 above) and share price higher.\nIn summary\nApple may not be the same pound-the-table opportunity that I believed it to be in February 2021 or, better yet,in April 2018 – in both cases, I believed that shares had sold off for no good reason. But I continue to think that AAPL is a stock to own today through the next several years, especially now that the earnings multiple has started to rerate towards year-ago levels. Should Apple continue to head lower in the near term, the pullback (assuming no meaningful change in business fundamentals) would present an even better chance to buy.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842913282,"gmtCreate":1636124622171,"gmtModify":1636124622300,"author":{"id":"3575578461321661","authorId":"3575578461321661","name":"TCX","avatar":"https://static.tigerbbs.com/be270b30ebeb82b3889ba3b9732f72fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575578461321661","authorIdStr":"3575578461321661"},"themes":[],"title":"","htmlText":"Gogo","listText":"Gogo","text":"Gogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842913282","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846995818,"gmtCreate":1636038421744,"gmtModify":1636038421932,"author":{"id":"3575578461321661","authorId":"3575578461321661","name":"TCX","avatar":"https://static.tigerbbs.com/be270b30ebeb82b3889ba3b9732f72fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575578461321661","authorIdStr":"3575578461321661"},"themes":[],"title":"","htmlText":"Gogo hilton","listText":"Gogo hilton","text":"Gogo hilton","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846995818","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841074697,"gmtCreate":1635865824822,"gmtModify":1635865824888,"author":{"id":"3575578461321661","authorId":"3575578461321661","name":"TCX","avatar":"https://static.tigerbbs.com/be270b30ebeb82b3889ba3b9732f72fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575578461321661","authorIdStr":"3575578461321661"},"themes":[],"title":"","htmlText":"Gogo","listText":"Gogo","text":"Gogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841074697","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849716769,"gmtCreate":1635777237909,"gmtModify":1635777237972,"author":{"id":"3575578461321661","authorId":"3575578461321661","name":"TCX","avatar":"https://static.tigerbbs.com/be270b30ebeb82b3889ba3b9732f72fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575578461321661","authorIdStr":"3575578461321661"},"themes":[],"title":"","htmlText":"Keep dca","listText":"Keep dca","text":"Keep dca","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849716769","repostId":"1176397702","repostType":4,"repost":{"id":"1176397702","kind":"news","pubTimestamp":1635771616,"share":"https://www.laohunote.com/m/news/1176397702?lang=zh_CN&edition=full","pubTime":"2021-11-01 21:00","market":"us","language":"en","title":"Apple: Great Reset<blockquote>苹果：大重置</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1176397702","media":"Seeking Alpha","summary":"Summary\n\nApple missed revenue estimates for FQ4'21 and faces major headwinds to growth going forward","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Apple missed revenue estimates for FQ4'21 and faces major headwinds to growth going forward.</li>  <li>The tech giant expects supply chain issues to lead to a greater than $6 billion impact to December quarter revenues.</li>  <li>Analysts forecast minimal revenue growth over the next 3 years, as Apple faces the typical weak Product cycles combined with massive sales pulled forward into FY21.</li>  <li>The stock trades at a stretched forward PE ratio of 26x while even very bullish analysts only forecast 13% upside leading to a mismatched risk/reward scenario.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdd5b8fd99a0523d96bf052afd8c1b37\" tg-width=\"1536\" tg-height=\"988\" width=\"100%\" height=\"auto\"><span>Nikada/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>苹果未能达到 2021 年第四季度的收入预期，未来增长面临重大阻力。</li><li>这家科技巨头预计供应链问题将对 12 月份季度收入造成超过 60 亿美元的影响。</li><li>分析师预测未来 3 年收入增长将微乎其微，因为苹果面临典型的疲软产品周期，加上 2021 财年的大规模销售。</li><li>该股的远期市盈率为 26 倍，而即使是非常乐观的分析师也只预测 13% 的上涨空间，导致风险/回报不匹配。</li></ul><p class=\"t-img-caption\"><span>Nikada/iStock 未通过 Getty Images 发布</span></p></blockquote></p><p> After reporting a highly disappointing September quarter,<b>Apple</b>(AAPL) investors now have to reset their view on the tech giant. The company benefitted substantially from the COVID lockdowns pushing workers and students into buying technology gadgets for the home. My&nbsp;investment thesis&nbsp;remains Neutral on the stock until the market has reset exceptions on Apple to the reality of a slow growth behemoth.</p><p><blockquote>在公布了令人非常失望的 9 月份季度业绩后，<b>苹果</b>（AAPL）投资者现在必须重新看待这家科技巨头。该公司从新冠疫情封锁中受益匪浅，迫使工人和学生为家庭购买科技产品。我的投资论点对该股保持中立，直到市场将苹果的例外情况重置为增长缓慢的庞然大物的现实。</blockquote></p><p> <b>Normalization Reset</b></p><p><blockquote><b>归一化复位</b></blockquote></p><p> Despite wide knowledge that revenues were pulled forward during the last FY, 5G iPhones were pushed into the year and supply chain issues will constrain current results, the average analyst is still very bullish on Apple. Even with all of these acknowledged headwinds, the stock still trades near all-time highs around $150.</p><p><blockquote>尽管众所周知，上一财年的收入有所提升，5G iPhone 被推迟到今年，供应链问题将限制当前的业绩，但普通分析师仍然非常看好苹果。即使存在所有这些公认的不利因素，该股的交易价格仍接近 150 美元左右的历史高点。</blockquote></p><p> For FQ4'21, Apple&nbsp;missed analyst&nbsp;revenue targets by a wide $1.6 billion for the first quarterly miss since 2017. The tech giant saw most Product categories miss estimates, but the main issue with iPhone revenues missing the consensus $68.7 billion target by a large $3.6 billion. Most important, the quarter was already the last one with massive pulled forward revenues combined with the 5G iPhone benefit, as the big miss still corresponded with revenue growing 29%.</p><p><blockquote>2021 年第四季度，苹果与分析师收入目标相差 16 亿美元，这是自 2017 年以来的首次季度未达标。这家科技巨头的大多数产品类别都没有达到预期，但主要问题是 iPhone 收入比共识的 687 亿美元目标差了 36 亿美元。最重要的是，本季度已经是最后一个收入大幅提前以及 5G iPhone 优势的季度，因为大失误仍然对应于收入增长 29%。</blockquote></p><p> The quarterly revenues were even impacted by supply constraints hitting the September quarter numbers. Per CFO Luca Maestri on the&nbsp;FQ4'21 earnings call, the impact will be far higher in the current quarter:</p><p><blockquote>季度收入甚至受到 9 月份季度数据的供应限制的影响。根据首席财务官 Luca Maestri 在 2021 年第四季度盈利看涨期权中的说法，本季度的影响将大得多：</blockquote></p><p>   As we mentioned earlier, during the September quarter, supply constraints impacted our revenue by around $6 billion. We estimate the impact from supply constraints will be larger during the December quarter. Despite this challenge, we are seeing high demands for our products and expect to achieve very solid year-over-year revenue growth and to set a new revenue record during the December quarter.  Now, this revenue pushed out into FY22 does help results going forward. Apple would've had a far higher hurdle this year with the September quarter results being a massive blowout number reaching topping $89 billion. The company would've reported FY21 sales of $372 billion and those $6 billion in sales wouldn't help the FY22 results. The actual results for the year would be much closer to breakeven at $373 billion compared to the forecasts for nearly 4% growth.</p><p><blockquote>正如我们之前提到的，在 9 月份季度，供应限制影响了我们约 60 亿美元的收入。我们预计 12 月份季度供应限制的影响将会更大。尽管面临这一挑战，我们仍然看到对我们产品的高需求，并预计在 12 月份季度实现非常稳健的收入同比增长，并创下新的收入记录。现在，这笔收入推入 2022 财年确实有助于未来的业绩。苹果今年将面临更高的障碍，9 月份季度业绩将是一个巨大的井喷数字，达到 890 亿美元。该公司报告的 2021 财年销售额为 3720 亿美元，而这 60 亿美元的销售额无助于 2022 财年的业绩。与近4%的增长预测相比，今年的实际业绩将更接近收支平衡，达到3730亿美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9996ab9668ee4c5755ead167b0c9298\" tg-width=\"640\" tg-height=\"94\" width=\"100%\" height=\"auto\"><span>Source: SA earnings estimates</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：SA 盈利预测</span></p></blockquote></p><p> Even still, the forecast is for a strong December quarter followed my miserable quarterly numbers in at least the March and June quarters. Anyone looking at a 10-year revenue chart for Apple will quickly recognize the massive revenue pulled froward. Apple already has a history of volatile revenues due iPhone product cycles with a period of 25% growth around the FY15 iPhone launch followed by negative growth in FY16. The pattern was again repeated in FY19 where Apple reported limited growth the year after the FY18 iPhone boost.</p><p><blockquote>即便如此，继我至少在 3 月和 6 月季度糟糕的季度数据之后，预测 12 月季度将表现强劲。任何查看苹果 10 年收入图表的人都会很快认识到巨大的收入。由于 iPhone 产品周期，苹果的收入已经出现了不稳定的历史，2015 财年 iPhone 推出前后增长了 25%，随后在 2016 财年出现负增长。这种模式在2019财年再次重演，苹果在2018财年iPhone增长后的一年报告增长有限。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d963de5212388f8f6d23a3e42607704d\" tg-width=\"635\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> The 5G iPhone cycle was already expected to boost FY21 revenues and the COVID revenue pulled forward just exacerbated the normal cycles. The tech giant has shifted to Services in order to cut out the volatility from Product sales, but COVID actually made services somewhat volatile as well.</p><p><blockquote>5G iPhone周期已经预计将提振21财年的收入，而COVID收入的提前只是加剧了正常周期。这家科技巨头已经转向服务业，以消除产品销售的波动性，但COVID实际上也使服务业有些波动。</blockquote></p><p> Apple just reported a quarter where Services revenues grew a surprisingly strong 26%. Unfortunately though, Services revenues were the second largest bucket, but the amount was only 22% of total sales. And this was a quarter when supply constraints held back Product revenues by $6 billion, yet Services still didn't dictate the business path.</p><p><blockquote>苹果刚刚公布了一个季度的服务收入增长了令人惊讶的 26%。不幸的是，服务收入是第二大桶，但金额仅占总销售额的22%。本季度，供应限制使产品收入减少了 60 亿美元，但服务仍然没有决定业务路径。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d52425199d9af0fa3e56fd0136ec9fc3\" tg-width=\"640\" tg-height=\"141\" width=\"100%\" height=\"auto\"><span>Source: Apple FQ4'21 earnings release</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：苹果 2021 年第四季度财报发布</span></p></blockquote></p><p></p><p> The recent App Store court ruling on payments is even forecast to impact Services growth going forward. Apple faces lower growth for App Store revenue with the inclusion of alternative payment methods in apps and the company already reducing fees for some apps.</p><p><blockquote>最近App Store法院关于支付的裁决甚至预计会影响未来的服务增长。由于应用程序中包含替代支付方式，并且该公司已经降低了一些应用程序的费用，苹果面临着应用商店收入增长放缓的问题。</blockquote></p><p> <b>Wildly Bullish</b></p><p><blockquote><b>疯狂看涨</b></blockquote></p><p> Despite all of these issues with the reset of the business, analysts are uniformly bullish on the stock. According to<i>TipRanks</i>data where only analyst ratings updated in the last 3 months are included, 19 analysts have Buy ratings and only 6 analysts have Hold ratings. No analysts have maintained a Sell rating on Apple during this period.</p><p><blockquote>尽管业务重置存在所有这些问题，但分析师一致看好该股。根据<i>提示排名</i>仅包括过去 3 个月更新的分析师评级的数据，19 位分析师给予买入评级，只有 6 位分析师给予持有评级。在此期间，没有分析师维持苹果的卖出评级。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/635b6f7189a55f916fb18f2d1a413dc8\" tg-width=\"640\" tg-height=\"272\" width=\"100%\" height=\"auto\"><span>Source: TipRanks</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：TipRanks</span></p></blockquote></p><p> Now that Apple has missed quarterly revenue targets and reset the strong holiday quarter to include sizable supply disruptions, analysts are wildly bullish with the stock still trading at 26x FY22 EPS estimates at $5.67. Even the analyst community hasn't outlined a scenario where Apple generates premium growth rates going forward, so the disconnect is odd.</p><p><blockquote>现在苹果未能实现季度收入目标，并将强劲的假日季度重置为包括大规模的供应中断，分析师非常看好该股的交易价格仍为 22 财年每股收益预期的 26 倍，为 5.67 美元。即使是分析师界也没有概述苹果未来产生溢价增长率的情景，因此这种脱节很奇怪。</blockquote></p><p> The average analyst target of nearly $169 would offer 13% upside and leave the stock at nearly 30x FY22 EPS targets. An investor shouldn't take accept this limited return forecast considering the weak revenue growth picture could reset the stock multiple 20% lower or more. The risk/reward scenario isn't very rewarding for Apple at $150 when a 20% dip leaves the stock still trading at 21x FY22 EPS forecasts and the upside is predicted at only 13%.</p><p><blockquote>分析师近 169 美元的平均目标将提供 13% 的上涨空间，使该股达到 2022 财年每股收益目标的近 30 倍。考虑到疲软的收入增长可能会使股票倍数重置 20% 或更多，投资者不应接受这种有限的回报预测。对于 150 美元的苹果来说，风险/回报情景并不是很有回报，因为 20% 的下跌使得该股仍以 22 财年每股收益预测的 21 倍进行交易，而上涨空间预计仅为 13%。</blockquote></p><p> <b>Takeaway</b></p><p><blockquote><b>外卖</b></blockquote></p><p> The key investor takeaway is that while Apple remains a market leader, the company is now going through the normal cyclical revenue dips from a Product focused business. The COVID lockdowns pulled forward revenues more than normal leading to what amounts as a great reset in FY22. Investors should avoid the stock at $150 with the downside risk larger than any upside potential in the next year or more.</p><p><blockquote>投资者的主要收获是，虽然苹果仍然是市场领导者，但该公司目前正在经历以产品为中心的业务的正常周期性收入下降。COVID封锁导致收入比正常情况下更多，导致2022财年的收入大幅重置。投资者应回避 150 美元的股票，因为下行风险大于未来一年或更长时间的任何上行潜力。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: Great Reset<blockquote>苹果：大重置</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Great Reset<blockquote>苹果：大重置</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-01 21:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Apple missed revenue estimates for FQ4'21 and faces major headwinds to growth going forward.</li>  <li>The tech giant expects supply chain issues to lead to a greater than $6 billion impact to December quarter revenues.</li>  <li>Analysts forecast minimal revenue growth over the next 3 years, as Apple faces the typical weak Product cycles combined with massive sales pulled forward into FY21.</li>  <li>The stock trades at a stretched forward PE ratio of 26x while even very bullish analysts only forecast 13% upside leading to a mismatched risk/reward scenario.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdd5b8fd99a0523d96bf052afd8c1b37\" tg-width=\"1536\" tg-height=\"988\" width=\"100%\" height=\"auto\"><span>Nikada/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>苹果未能达到 2021 年第四季度的收入预期，未来增长面临重大阻力。</li><li>这家科技巨头预计供应链问题将对 12 月份季度收入造成超过 60 亿美元的影响。</li><li>分析师预测未来 3 年收入增长将微乎其微，因为苹果面临典型的疲软产品周期，加上 2021 财年的大规模销售。</li><li>该股的远期市盈率为 26 倍，而即使是非常乐观的分析师也只预测 13% 的上涨空间，导致风险/回报不匹配。</li></ul><p class=\"t-img-caption\"><span>Nikada/iStock 未通过 Getty Images 发布</span></p></blockquote></p><p> After reporting a highly disappointing September quarter,<b>Apple</b>(AAPL) investors now have to reset their view on the tech giant. The company benefitted substantially from the COVID lockdowns pushing workers and students into buying technology gadgets for the home. My&nbsp;investment thesis&nbsp;remains Neutral on the stock until the market has reset exceptions on Apple to the reality of a slow growth behemoth.</p><p><blockquote>在公布了令人非常失望的 9 月份季度业绩后，<b>苹果</b>（AAPL）投资者现在必须重新看待这家科技巨头。该公司从新冠疫情封锁中受益匪浅，迫使工人和学生为家庭购买科技产品。我的投资论点对该股保持中立，直到市场将苹果的例外情况重置为增长缓慢的庞然大物的现实。</blockquote></p><p> <b>Normalization Reset</b></p><p><blockquote><b>归一化复位</b></blockquote></p><p> Despite wide knowledge that revenues were pulled forward during the last FY, 5G iPhones were pushed into the year and supply chain issues will constrain current results, the average analyst is still very bullish on Apple. Even with all of these acknowledged headwinds, the stock still trades near all-time highs around $150.</p><p><blockquote>尽管众所周知，上一财年的收入有所提升，5G iPhone 被推迟到今年，供应链问题将限制当前的业绩，但普通分析师仍然非常看好苹果。即使存在所有这些公认的不利因素，该股的交易价格仍接近 150 美元左右的历史高点。</blockquote></p><p> For FQ4'21, Apple&nbsp;missed analyst&nbsp;revenue targets by a wide $1.6 billion for the first quarterly miss since 2017. The tech giant saw most Product categories miss estimates, but the main issue with iPhone revenues missing the consensus $68.7 billion target by a large $3.6 billion. Most important, the quarter was already the last one with massive pulled forward revenues combined with the 5G iPhone benefit, as the big miss still corresponded with revenue growing 29%.</p><p><blockquote>2021 年第四季度，苹果与分析师收入目标相差 16 亿美元，这是自 2017 年以来的首次季度未达标。这家科技巨头的大多数产品类别都没有达到预期，但主要问题是 iPhone 收入比共识的 687 亿美元目标差了 36 亿美元。最重要的是，本季度已经是最后一个收入大幅提前以及 5G iPhone 优势的季度，因为大失误仍然对应于收入增长 29%。</blockquote></p><p> The quarterly revenues were even impacted by supply constraints hitting the September quarter numbers. Per CFO Luca Maestri on the&nbsp;FQ4'21 earnings call, the impact will be far higher in the current quarter:</p><p><blockquote>季度收入甚至受到 9 月份季度数据的供应限制的影响。根据首席财务官 Luca Maestri 在 2021 年第四季度盈利看涨期权中的说法，本季度的影响将大得多：</blockquote></p><p>   As we mentioned earlier, during the September quarter, supply constraints impacted our revenue by around $6 billion. We estimate the impact from supply constraints will be larger during the December quarter. Despite this challenge, we are seeing high demands for our products and expect to achieve very solid year-over-year revenue growth and to set a new revenue record during the December quarter.  Now, this revenue pushed out into FY22 does help results going forward. Apple would've had a far higher hurdle this year with the September quarter results being a massive blowout number reaching topping $89 billion. The company would've reported FY21 sales of $372 billion and those $6 billion in sales wouldn't help the FY22 results. The actual results for the year would be much closer to breakeven at $373 billion compared to the forecasts for nearly 4% growth.</p><p><blockquote>正如我们之前提到的，在 9 月份季度，供应限制影响了我们约 60 亿美元的收入。我们预计 12 月份季度供应限制的影响将会更大。尽管面临这一挑战，我们仍然看到对我们产品的高需求，并预计在 12 月份季度实现非常稳健的收入同比增长，并创下新的收入记录。现在，这笔收入推入 2022 财年确实有助于未来的业绩。苹果今年将面临更高的障碍，9 月份季度业绩将是一个巨大的井喷数字，达到 890 亿美元。该公司报告的 2021 财年销售额为 3720 亿美元，而这 60 亿美元的销售额无助于 2022 财年的业绩。与近4%的增长预测相比，今年的实际业绩将更接近收支平衡，达到3730亿美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9996ab9668ee4c5755ead167b0c9298\" tg-width=\"640\" tg-height=\"94\" width=\"100%\" height=\"auto\"><span>Source: SA earnings estimates</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：SA 盈利预测</span></p></blockquote></p><p> Even still, the forecast is for a strong December quarter followed my miserable quarterly numbers in at least the March and June quarters. Anyone looking at a 10-year revenue chart for Apple will quickly recognize the massive revenue pulled froward. Apple already has a history of volatile revenues due iPhone product cycles with a period of 25% growth around the FY15 iPhone launch followed by negative growth in FY16. The pattern was again repeated in FY19 where Apple reported limited growth the year after the FY18 iPhone boost.</p><p><blockquote>即便如此，继我至少在 3 月和 6 月季度糟糕的季度数据之后，预测 12 月季度将表现强劲。任何查看苹果 10 年收入图表的人都会很快认识到巨大的收入。由于 iPhone 产品周期，苹果的收入已经出现了不稳定的历史，2015 财年 iPhone 推出前后增长了 25%，随后在 2016 财年出现负增长。这种模式在2019财年再次重演，苹果在2018财年iPhone增长后的一年报告增长有限。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d963de5212388f8f6d23a3e42607704d\" tg-width=\"635\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> The 5G iPhone cycle was already expected to boost FY21 revenues and the COVID revenue pulled forward just exacerbated the normal cycles. The tech giant has shifted to Services in order to cut out the volatility from Product sales, but COVID actually made services somewhat volatile as well.</p><p><blockquote>5G iPhone周期已经预计将提振21财年的收入，而COVID收入的提前只是加剧了正常周期。这家科技巨头已经转向服务业，以消除产品销售的波动性，但COVID实际上也使服务业有些波动。</blockquote></p><p> Apple just reported a quarter where Services revenues grew a surprisingly strong 26%. Unfortunately though, Services revenues were the second largest bucket, but the amount was only 22% of total sales. And this was a quarter when supply constraints held back Product revenues by $6 billion, yet Services still didn't dictate the business path.</p><p><blockquote>苹果刚刚公布了一个季度的服务收入增长了令人惊讶的 26%。不幸的是，服务收入是第二大桶，但金额仅占总销售额的22%。本季度，供应限制使产品收入减少了 60 亿美元，但服务仍然没有决定业务路径。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d52425199d9af0fa3e56fd0136ec9fc3\" tg-width=\"640\" tg-height=\"141\" width=\"100%\" height=\"auto\"><span>Source: Apple FQ4'21 earnings release</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：苹果 2021 年第四季度财报发布</span></p></blockquote></p><p></p><p> The recent App Store court ruling on payments is even forecast to impact Services growth going forward. Apple faces lower growth for App Store revenue with the inclusion of alternative payment methods in apps and the company already reducing fees for some apps.</p><p><blockquote>最近App Store法院关于支付的裁决甚至预计会影响未来的服务增长。由于应用程序中包含替代支付方式，并且该公司已经降低了一些应用程序的费用，苹果面临着应用商店收入增长放缓的问题。</blockquote></p><p> <b>Wildly Bullish</b></p><p><blockquote><b>疯狂看涨</b></blockquote></p><p> Despite all of these issues with the reset of the business, analysts are uniformly bullish on the stock. According to<i>TipRanks</i>data where only analyst ratings updated in the last 3 months are included, 19 analysts have Buy ratings and only 6 analysts have Hold ratings. No analysts have maintained a Sell rating on Apple during this period.</p><p><blockquote>尽管业务重置存在所有这些问题，但分析师一致看好该股。根据<i>提示排名</i>仅包括过去 3 个月更新的分析师评级的数据，19 位分析师给予买入评级，只有 6 位分析师给予持有评级。在此期间，没有分析师维持苹果的卖出评级。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/635b6f7189a55f916fb18f2d1a413dc8\" tg-width=\"640\" tg-height=\"272\" width=\"100%\" height=\"auto\"><span>Source: TipRanks</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：TipRanks</span></p></blockquote></p><p> Now that Apple has missed quarterly revenue targets and reset the strong holiday quarter to include sizable supply disruptions, analysts are wildly bullish with the stock still trading at 26x FY22 EPS estimates at $5.67. Even the analyst community hasn't outlined a scenario where Apple generates premium growth rates going forward, so the disconnect is odd.</p><p><blockquote>现在苹果未能实现季度收入目标，并将强劲的假日季度重置为包括大规模的供应中断，分析师非常看好该股的交易价格仍为 22 财年每股收益预期的 26 倍，为 5.67 美元。即使是分析师界也没有概述苹果未来产生溢价增长率的情景，因此这种脱节很奇怪。</blockquote></p><p> The average analyst target of nearly $169 would offer 13% upside and leave the stock at nearly 30x FY22 EPS targets. An investor shouldn't take accept this limited return forecast considering the weak revenue growth picture could reset the stock multiple 20% lower or more. The risk/reward scenario isn't very rewarding for Apple at $150 when a 20% dip leaves the stock still trading at 21x FY22 EPS forecasts and the upside is predicted at only 13%.</p><p><blockquote>分析师近 169 美元的平均目标将提供 13% 的上涨空间，使该股达到 2022 财年每股收益目标的近 30 倍。考虑到疲软的收入增长可能会使股票倍数重置 20% 或更多，投资者不应接受这种有限的回报预测。对于 150 美元的苹果来说，风险/回报情景并不是很有回报，因为 20% 的下跌使得该股仍以 22 财年每股收益预测的 21 倍进行交易，而上涨空间预计仅为 13%。</blockquote></p><p> <b>Takeaway</b></p><p><blockquote><b>外卖</b></blockquote></p><p> The key investor takeaway is that while Apple remains a market leader, the company is now going through the normal cyclical revenue dips from a Product focused business. The COVID lockdowns pulled forward revenues more than normal leading to what amounts as a great reset in FY22. Investors should avoid the stock at $150 with the downside risk larger than any upside potential in the next year or more.</p><p><blockquote>投资者的主要收获是，虽然苹果仍然是市场领导者，但该公司目前正在经历以产品为中心的业务的正常周期性收入下降。COVID封锁导致收入比正常情况下更多，导致2022财年的收入大幅重置。投资者应回避 150 美元的股票，因为下行风险大于未来一年或更长时间的任何上行潜力。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4463955-apple-great-reset\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4463955-apple-great-reset","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176397702","content_text":"Summary\n\nApple missed revenue estimates for FQ4'21 and faces major headwinds to growth going forward.\nThe tech giant expects supply chain issues to lead to a greater than $6 billion impact to December quarter revenues.\nAnalysts forecast minimal revenue growth over the next 3 years, as Apple faces the typical weak Product cycles combined with massive sales pulled forward into FY21.\nThe stock trades at a stretched forward PE ratio of 26x while even very bullish analysts only forecast 13% upside leading to a mismatched risk/reward scenario.\n\nNikada/iStock Unreleased via Getty Images\nAfter reporting a highly disappointing September quarter,Apple(AAPL) investors now have to reset their view on the tech giant. The company benefitted substantially from the COVID lockdowns pushing workers and students into buying technology gadgets for the home. My investment thesis remains Neutral on the stock until the market has reset exceptions on Apple to the reality of a slow growth behemoth.\nNormalization Reset\nDespite wide knowledge that revenues were pulled forward during the last FY, 5G iPhones were pushed into the year and supply chain issues will constrain current results, the average analyst is still very bullish on Apple. Even with all of these acknowledged headwinds, the stock still trades near all-time highs around $150.\nFor FQ4'21, Apple missed analyst revenue targets by a wide $1.6 billion for the first quarterly miss since 2017. The tech giant saw most Product categories miss estimates, but the main issue with iPhone revenues missing the consensus $68.7 billion target by a large $3.6 billion. Most important, the quarter was already the last one with massive pulled forward revenues combined with the 5G iPhone benefit, as the big miss still corresponded with revenue growing 29%.\nThe quarterly revenues were even impacted by supply constraints hitting the September quarter numbers. Per CFO Luca Maestri on the FQ4'21 earnings call, the impact will be far higher in the current quarter:\n\n As we mentioned earlier, during the September quarter, supply constraints impacted our revenue by around $6 billion. We estimate the impact from supply constraints will be larger during the December quarter. Despite this challenge, we are seeing high demands for our products and expect to achieve very solid year-over-year revenue growth and to set a new revenue record during the December quarter.\n\nNow, this revenue pushed out into FY22 does help results going forward. Apple would've had a far higher hurdle this year with the September quarter results being a massive blowout number reaching topping $89 billion. The company would've reported FY21 sales of $372 billion and those $6 billion in sales wouldn't help the FY22 results. The actual results for the year would be much closer to breakeven at $373 billion compared to the forecasts for nearly 4% growth.\nSource: SA earnings estimates\nEven still, the forecast is for a strong December quarter followed my miserable quarterly numbers in at least the March and June quarters. Anyone looking at a 10-year revenue chart for Apple will quickly recognize the massive revenue pulled froward. Apple already has a history of volatile revenues due iPhone product cycles with a period of 25% growth around the FY15 iPhone launch followed by negative growth in FY16. The pattern was again repeated in FY19 where Apple reported limited growth the year after the FY18 iPhone boost.\nData by YCharts\nThe 5G iPhone cycle was already expected to boost FY21 revenues and the COVID revenue pulled forward just exacerbated the normal cycles. The tech giant has shifted to Services in order to cut out the volatility from Product sales, but COVID actually made services somewhat volatile as well.\nApple just reported a quarter where Services revenues grew a surprisingly strong 26%. Unfortunately though, Services revenues were the second largest bucket, but the amount was only 22% of total sales. And this was a quarter when supply constraints held back Product revenues by $6 billion, yet Services still didn't dictate the business path.\nSource: Apple FQ4'21 earnings release\nThe recent App Store court ruling on payments is even forecast to impact Services growth going forward. Apple faces lower growth for App Store revenue with the inclusion of alternative payment methods in apps and the company already reducing fees for some apps.\nWildly Bullish\nDespite all of these issues with the reset of the business, analysts are uniformly bullish on the stock. According toTipRanksdata where only analyst ratings updated in the last 3 months are included, 19 analysts have Buy ratings and only 6 analysts have Hold ratings. No analysts have maintained a Sell rating on Apple during this period.\nSource: TipRanks\nNow that Apple has missed quarterly revenue targets and reset the strong holiday quarter to include sizable supply disruptions, analysts are wildly bullish with the stock still trading at 26x FY22 EPS estimates at $5.67. Even the analyst community hasn't outlined a scenario where Apple generates premium growth rates going forward, so the disconnect is odd.\nThe average analyst target of nearly $169 would offer 13% upside and leave the stock at nearly 30x FY22 EPS targets. An investor shouldn't take accept this limited return forecast considering the weak revenue growth picture could reset the stock multiple 20% lower or more. The risk/reward scenario isn't very rewarding for Apple at $150 when a 20% dip leaves the stock still trading at 21x FY22 EPS forecasts and the upside is predicted at only 13%.\nTakeaway\nThe key investor takeaway is that while Apple remains a market leader, the company is now going through the normal cyclical revenue dips from a Product focused business. The COVID lockdowns pulled forward revenues more than normal leading to what amounts as a great reset in FY22. Investors should avoid the stock at $150 with the downside risk larger than any upside potential in the next year or more.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849711537,"gmtCreate":1635777143780,"gmtModify":1635777143836,"author":{"id":"3575578461321661","authorId":"3575578461321661","name":"TCX","avatar":"https://static.tigerbbs.com/be270b30ebeb82b3889ba3b9732f72fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575578461321661","authorIdStr":"3575578461321661"},"themes":[],"title":"","htmlText":"Buy the dip","listText":"Buy the dip","text":"Buy the dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849711537","repostId":"1192751018","repostType":4,"repost":{"id":"1192751018","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":1635773540,"share":"https://www.laohunote.com/m/news/1192751018?lang=zh_CN&edition=full","pubTime":"2021-11-01 21:32","market":"us","language":"en","title":"Stocks kick off November with gains as major indexes attempt to build on records<blockquote>随着主要股指试图打破纪录，股市在 11 月份伊始便上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192751018","media":"Tiger Newspress","summary":"Stocks kick off November with gains as major indexes attempt to build on records.\nStocks started the","content":"<p>Stocks kick off November with gains as major indexes attempt to build on records.</p><p><blockquote>随着主要股指试图打破纪录，股市在 11 月份伊始便上涨。</blockquote></p><p> Stocks started the first trading day of November off strong on Monday as investors bet on a year-end rally after markets navigated a typically tough seasonal period successfully.</p><p><blockquote>周一，股市在 11 月第一个交易日开局强劲，投资者押注年底反弹，此前市场成功度过了典型的艰难季节性时期。</blockquote></p><p> The Dow Jones Industrial Average rose 170 points to a fresh record. The S&amp;P 500 gained 0.3% and also hit an all-time high. The tech-focused Nasdaq Composite added 0.2%.</p><p><blockquote>道琼斯工业平均指数上涨170点，创下新纪录。标普500上涨0.3%，也创下历史新高。以科技股为主的纳斯达克综合指数上涨 0.2%。</blockquote></p><p> Shares of Tesla, which became a $1 trillion company last week, continued its gains for the year with shares up more than 2%. Investors have been piling into bets on Tesla options as of late.</p><p><blockquote>特斯拉上周成为一家市值 1 万亿美元的公司，其股价延续了今年的涨幅，股价上涨超过 2%。最近，投资者一直在押注特斯拉期权。</blockquote></p><p> Stocks linked to an economic recovery, such as Ford and Occidental Petroleum, were also higher. Ford gained 1% and Occidental Petroleum popped 2.5%.</p><p><blockquote>福特和西方石油等与经济复苏相关的股票也走高。福特上涨 1%，西方石油公司上涨 2.5%。</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>Stocks kick off November with gains as major indexes attempt to build on records<blockquote>随着主要股指试图打破纪录，股市在 11 月份伊始便上涨</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\">\nStocks kick off November with gains as major indexes attempt to build on records<blockquote>随着主要股指试图打破纪录，股市在 11 月份伊始便上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-01 21:32</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Stocks kick off November with gains as major indexes attempt to build on records.</p><p><blockquote>随着主要股指试图打破纪录，股市在 11 月份伊始便上涨。</blockquote></p><p> Stocks started the first trading day of November off strong on Monday as investors bet on a year-end rally after markets navigated a typically tough seasonal period successfully.</p><p><blockquote>周一，股市在 11 月第一个交易日开局强劲，投资者押注年底反弹，此前市场成功度过了典型的艰难季节性时期。</blockquote></p><p> The Dow Jones Industrial Average rose 170 points to a fresh record. The S&amp;P 500 gained 0.3% and also hit an all-time high. The tech-focused Nasdaq Composite added 0.2%.</p><p><blockquote>道琼斯工业平均指数上涨170点，创下新纪录。标普500上涨0.3%，也创下历史新高。以科技股为主的纳斯达克综合指数上涨 0.2%。</blockquote></p><p> Shares of Tesla, which became a $1 trillion company last week, continued its gains for the year with shares up more than 2%. Investors have been piling into bets on Tesla options as of late.</p><p><blockquote>特斯拉上周成为一家市值 1 万亿美元的公司，其股价延续了今年的涨幅，股价上涨超过 2%。最近，投资者一直在押注特斯拉期权。</blockquote></p><p> Stocks linked to an economic recovery, such as Ford and Occidental Petroleum, were also higher. Ford gained 1% and Occidental Petroleum popped 2.5%.</p><p><blockquote>福特和西方石油等与经济复苏相关的股票也走高。福特上涨 1%，西方石油公司上涨 2.5%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192751018","content_text":"Stocks kick off November with gains as major indexes attempt to build on records.\nStocks started the first trading day of November off strong on Monday as investors bet on a year-end rally after markets navigated a typically tough seasonal period successfully.\nThe Dow Jones Industrial Average rose 170 points to a fresh record. The S&P 500 gained 0.3% and also hit an all-time high. The tech-focused Nasdaq Composite added 0.2%.\nShares of Tesla, which became a $1 trillion company last week, continued its gains for the year with shares up more than 2%. Investors have been piling into bets on Tesla options as of late.\nStocks linked to an economic recovery, such as Ford and Occidental Petroleum, were also higher. Ford gained 1% and Occidental Petroleum popped 2.5%.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840484760,"gmtCreate":1635673017566,"gmtModify":1635673017624,"author":{"id":"3575578461321661","authorId":"3575578461321661","name":"TCX","avatar":"https://static.tigerbbs.com/be270b30ebeb82b3889ba3b9732f72fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575578461321661","authorIdStr":"3575578461321661"},"themes":[],"title":"","htmlText":"Like 👍&nbsp;","listText":"Like 👍&nbsp;","text":"Like 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/840484760","repostId":"2179226336","repostType":4,"isVote":1,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857806192,"gmtCreate":1635516219790,"gmtModify":1635516219790,"author":{"id":"3575578461321661","authorId":"3575578461321661","name":"TCX","avatar":"https://static.tigerbbs.com/be270b30ebeb82b3889ba3b9732f72fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575578461321661","authorIdStr":"3575578461321661"},"themes":[],"title":"","htmlText":"Amazing","listText":"Amazing","text":"Amazing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857806192","repostId":"1133473175","repostType":4,"repost":{"id":"1133473175","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":1635515330,"share":"https://www.laohunote.com/m/news/1133473175?lang=zh_CN&edition=full","pubTime":"2021-10-29 21:48","market":"us","language":"en","title":"Musk is worth more than 300 billion US dollars while Bezos is worth less than $200 billion<blockquote>马斯克身价超过3000亿美元，而贝佐斯身价不到2000亿美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133473175","media":"Tiger Newspress","summary":"Tesla rose a little while Amazon tumbled over 3% in morning trading.\nAccording to Bloomberg Billiona","content":"<p>Tesla&nbsp;rose&nbsp;a&nbsp;little&nbsp;while&nbsp;Amazon&nbsp;tumbled&nbsp;over&nbsp;3%&nbsp;in&nbsp;morning&nbsp;trading.<img src=\"https://static.tigerbbs.com/448fd2bf6f97ed348d5d3ead2d23c237\" tg-width=\"766\" tg-height=\"561\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/99e3d890f3e9b6d7e5cb2fb4a9e1ef78\" tg-width=\"760\" tg-height=\"569\" width=\"100%\" height=\"auto\"></p><p><blockquote>特斯拉小幅上涨，而亚马逊在早盘交易中暴跌超过 3%。</blockquote></p><p> According to Bloomberg Billionaire Index, Musk is currently worth $301.8 billion, while Bezos is worth less than $200 billion.</p><p><blockquote>根据彭博亿万富翁指数，马斯克目前身价3018亿美元，而贝索斯身价不到2000亿美元。</blockquote></p><p> Amazon's&nbsp;financial report&nbsp;showed&nbsp;that&nbsp;its&nbsp;sales&nbsp;in&nbsp;the third quarter&nbsp;rose 12% to $110.8 billion, compared with $96.1 billion in the second quarter of 2020. The figure was lower than Wall Street's previous forecast of $111.81 billion in net sales, and was thought to be the result of slowing growth after the surge in online shopping.Its&nbsp;Net profit was US $3.2 billion, down 50.2% from US $6.3 billion in the same period last year.Among them, product sales were US $54.88 billion, up 4% year-on-year, and service sales were US $55.93 billion, up 29% year-on-year.</p><p><blockquote>亚马逊财报显示，其第三季度销售额增长12%，达到1108亿美元，而2020年第二季度为961亿美元。该数字低于华尔街此前预测的1118.1亿美元净销售额，被认为是网购激增后增长放缓的结果。其净利润为32亿美元，较去年同期的63亿美元下降50.2%。其中，产品销售额为548.8亿美元，同比增长4%，服务销售额为559.3亿美元，同比增长29%。</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>Musk is worth more than 300 billion US dollars while Bezos is worth less than $200 billion<blockquote>马斯克身价超过3000亿美元，而贝佐斯身价不到2000亿美元</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\nMusk is worth more than 300 billion US dollars while Bezos is worth less than $200 billion<blockquote>马斯克身价超过3000亿美元，而贝佐斯身价不到2000亿美元</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\">2021-10-29 21:48</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla&nbsp;rose&nbsp;a&nbsp;little&nbsp;while&nbsp;Amazon&nbsp;tumbled&nbsp;over&nbsp;3%&nbsp;in&nbsp;morning&nbsp;trading.<img src=\"https://static.tigerbbs.com/448fd2bf6f97ed348d5d3ead2d23c237\" tg-width=\"766\" tg-height=\"561\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/99e3d890f3e9b6d7e5cb2fb4a9e1ef78\" tg-width=\"760\" tg-height=\"569\" width=\"100%\" height=\"auto\"></p><p><blockquote>特斯拉小幅上涨，而亚马逊在早盘交易中暴跌超过 3%。</blockquote></p><p> According to Bloomberg Billionaire Index, Musk is currently worth $301.8 billion, while Bezos is worth less than $200 billion.</p><p><blockquote>根据彭博亿万富翁指数，马斯克目前身价3018亿美元，而贝索斯身价不到2000亿美元。</blockquote></p><p> Amazon's&nbsp;financial report&nbsp;showed&nbsp;that&nbsp;its&nbsp;sales&nbsp;in&nbsp;the third quarter&nbsp;rose 12% to $110.8 billion, compared with $96.1 billion in the second quarter of 2020. The figure was lower than Wall Street's previous forecast of $111.81 billion in net sales, and was thought to be the result of slowing growth after the surge in online shopping.Its&nbsp;Net profit was US $3.2 billion, down 50.2% from US $6.3 billion in the same period last year.Among them, product sales were US $54.88 billion, up 4% year-on-year, and service sales were US $55.93 billion, up 29% year-on-year.</p><p><blockquote>亚马逊财报显示，其第三季度销售额增长12%，达到1108亿美元，而2020年第二季度为961亿美元。该数字低于华尔街此前预测的1118.1亿美元净销售额，被认为是网购激增后增长放缓的结果。其净利润为32亿美元，较去年同期的63亿美元下降50.2%。其中，产品销售额为548.8亿美元，同比增长4%，服务销售额为559.3亿美元，同比增长29%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133473175","content_text":"Tesla rose a little while Amazon tumbled over 3% in morning trading.\nAccording to Bloomberg Billionaire Index, Musk is currently worth $301.8 billion, while Bezos is worth less than $200 billion.\nAmazon's financial report showed that its sales in the third quarter rose 12% to $110.8 billion, compared with $96.1 billion in the second quarter of 2020. The figure was lower than Wall Street's previous forecast of $111.81 billion in net sales, and was thought to be the result of slowing growth after the surge in online shopping.Its Net profit was US $3.2 billion, down 50.2% from US $6.3 billion in the same period last year.Among them, product sales were US $54.88 billion, up 4% year-on-year, and service sales were US $55.93 billion, up 29% year-on-year.","news_type":1,"symbols_score_info":{"TSLA":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855789031,"gmtCreate":1635401445943,"gmtModify":1635401445943,"author":{"id":"3575578461321661","authorId":"3575578461321661","name":"TCX","avatar":"https://static.tigerbbs.com/be270b30ebeb82b3889ba3b9732f72fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575578461321661","authorIdStr":"3575578461321661"},"themes":[],"title":"","htmlText":"Amazing","listText":"Amazing","text":"Amazing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/855789031","repostId":"1188688981","repostType":4,"isVote":1,"tweetType":1,"viewCount":1261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855780904,"gmtCreate":1635401399906,"gmtModify":1635401400009,"author":{"id":"3575578461321661","authorId":"3575578461321661","name":"TCX","avatar":"https://static.tigerbbs.com/be270b30ebeb82b3889ba3b9732f72fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575578461321661","authorIdStr":"3575578461321661"},"themes":[],"title":"","htmlText":"Buy the dip","listText":"Buy the dip","text":"Buy the dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855780904","repostId":"1132883630","repostType":4,"repost":{"id":"1132883630","kind":"news","pubTimestamp":1635399451,"share":"https://www.laohunote.com/m/news/1132883630?lang=zh_CN&edition=full","pubTime":"2021-10-28 13:37","market":"us","language":"en","title":"Nio Stock Dropped Wednesday: Is This an Opportunity?<blockquote>蔚来股票周三下跌：这是一个机会吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1132883630","media":"Motley Fool","summary":"Investors are getting uncomfortable with the level of competition in the electric vehicle space.","content":"<p><b>What happened</b></p><p><blockquote><b>发生了什么事</b></blockquote></p><p> After kicking off Wednesday on a positive note and popping by 2% in early morning trading,electric vehicle stock&nbsp;<b>Nio</b>(NYSE:NIO)&nbsp;shed all of those gains and then some. At the close of the session, Nio shares were down by 2.9%.</p><p><blockquote>电动汽车股周三开盘走势积极，早盘交易中上涨 2%<b>蔚来</b>（纽约证券交易所股票代码：NIO）回吐了所有这些涨幅，然后是一些涨幅。截至收盘，蔚来股价下跌2.9%。</blockquote></p><p> It seems investors are weighing the impact of rising competition on the Chinese automaker's prospects and finding it worrisome.</p><p><blockquote>投资者似乎正在权衡竞争加剧对这家中国汽车制造商前景的影响，并认为这令人担忧。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Nio's chief rival&nbsp;<b>Tesla</b>(NASDAQ:TSLA)is firing on all cylinders. After Tesla bagged an order for 100,000 electric vehicles from rental company&nbsp;<b>Hertz</b>&nbsp;earlier this week,it was back in the news again Wednesday&nbsp;after Hertz&nbsp;struck a deal with&nbsp;<b>Uber Technologies</b>&nbsp;to rent it 50,000 Tesla EVs. Although that development built on Hertz's previous order, it reflects the massive potential of the EV industry and the unmistakable traction that Tesla has already gained within it. It's also racing ahead in Nio's core market of China.</p><p><blockquote>蔚来的主要竞争对手<b>特斯拉</b>（纳斯达克股票代码：TSLA）正在全速运转。特斯拉从租赁公司获得10万辆电动汽车订单后<b>赫兹</b>本周早些时候， 在赫兹与<b>优步科技</b>租赁 50,000 辆特斯拉电动汽车。尽管这一发展建立在赫兹之前的订单基础上，但它反映了电动汽车行业的巨大潜力以及特斯拉已经在其中获得的明确吸引力。它在蔚来的核心市场中国也遥遥领先。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d13f2a97da1133832ade5c930059cf8\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> On Wednesday morning,<b>General Motors</b>(NYSE:GM)&nbsp;CEO Mary Barra told CNBC that the auto giant could \"absolutely\" catch up with Tesla on EV sales by 2025. In June, GM announced an ambitious goal of selling more than 1 million EVs worldwide by 2025, backed by investments worth $35 billion in EVs and autonomous vehicles over that period.</p><p><blockquote>星期三早上，<b>通用汽车</b>（纽约证券交易所股票代码：通用汽车）首席执行官玛丽·巴拉 (Mary Barra) 告诉 CNBC，这家汽车巨头“绝对”可以在 2025 年的电动汽车销量上赶上特斯拉。6 月，通用汽车宣布了到 2025 年在全球销售超过 100 万辆电动汽车的雄心勃勃的目标，并在此期间对电动汽车和自动驾驶汽车进行了价值 350 亿美元的投资。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> EVs are a hot market right now, and this is just the start. It's therefore unsurprising to see competition intensifying as nearly every automaker strives to get a piece of a market segment with exponential growth potential.</p><p><blockquote>电动汽车目前是一个热门市场，而这仅仅是个开始。因此，竞争加剧也就不足为奇了，因为几乎每个汽车制造商都努力在具有指数级增长潜力的细分市场中分一杯羹。</blockquote></p><p> Does that mean Nio will be edged out? I don't think so.</p><p><blockquote>这是否意味着蔚来将被边缘化？我不这么认为。</blockquote></p><p> In a short span of time, Nio has established itself as one of the top luxury car makers in China. It delivered more vehicles last quarter than it ever had before, recently began selling in Europe, and is set to launch its&nbsp;first electric luxury sedan, the ET7, in China as well as Norway in 2022 even as it prepares a blueprint for low-priced models to target the mass market in China. Nio's battery-as-a-service program also gives it an edge over rivals, especially among cost-conscious consumers.</p><p><blockquote>在很短的时间内，蔚来已经确立了自己作为中国顶级豪华汽车制造商之一的地位。该公司上季度交付的车辆数量比以往任何时候都多，最近开始在欧洲销售，并计划于 2022 年在中国和挪威推出其首款电动豪华轿车 ET7，尽管该公司正在为低价车型制定蓝图目标中国大众市场。蔚来的电池即服务计划也使其比竞争对手更具优势，尤其是在注重成本的消费者中。</blockquote></p><p> So while Tesla's wins may rattle Nio investors momentarily, the Chinese automaker is a long-term growth story and looks like one of the&nbsp;most promising EV stocks right now to buy on a dip.</p><p><blockquote>因此，尽管特斯拉的胜利可能会暂时让蔚来投资者感到不安，但这家中国汽车制造商是一个长期增长的故事，看起来是目前最有前途的逢低买入电动汽车股票之一。</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>Nio Stock Dropped Wednesday: Is This an Opportunity?<blockquote>蔚来股票周三下跌：这是一个机会吗？</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\">\nNio Stock Dropped Wednesday: Is This an Opportunity?<blockquote>蔚来股票周三下跌：这是一个机会吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-10-28 13:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>What happened</b></p><p><blockquote><b>发生了什么事</b></blockquote></p><p> After kicking off Wednesday on a positive note and popping by 2% in early morning trading,electric vehicle stock&nbsp;<b>Nio</b>(NYSE:NIO)&nbsp;shed all of those gains and then some. At the close of the session, Nio shares were down by 2.9%.</p><p><blockquote>电动汽车股周三开盘走势积极，早盘交易中上涨 2%<b>蔚来</b>（纽约证券交易所股票代码：NIO）回吐了所有这些涨幅，然后是一些涨幅。截至收盘，蔚来股价下跌2.9%。</blockquote></p><p> It seems investors are weighing the impact of rising competition on the Chinese automaker's prospects and finding it worrisome.</p><p><blockquote>投资者似乎正在权衡竞争加剧对这家中国汽车制造商前景的影响，并认为这令人担忧。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Nio's chief rival&nbsp;<b>Tesla</b>(NASDAQ:TSLA)is firing on all cylinders. After Tesla bagged an order for 100,000 electric vehicles from rental company&nbsp;<b>Hertz</b>&nbsp;earlier this week,it was back in the news again Wednesday&nbsp;after Hertz&nbsp;struck a deal with&nbsp;<b>Uber Technologies</b>&nbsp;to rent it 50,000 Tesla EVs. Although that development built on Hertz's previous order, it reflects the massive potential of the EV industry and the unmistakable traction that Tesla has already gained within it. It's also racing ahead in Nio's core market of China.</p><p><blockquote>蔚来的主要竞争对手<b>特斯拉</b>（纳斯达克股票代码：TSLA）正在全速运转。特斯拉从租赁公司获得10万辆电动汽车订单后<b>赫兹</b>本周早些时候， 在赫兹与<b>优步科技</b>租赁 50,000 辆特斯拉电动汽车。尽管这一发展建立在赫兹之前的订单基础上，但它反映了电动汽车行业的巨大潜力以及特斯拉已经在其中获得的明确吸引力。它在蔚来的核心市场中国也遥遥领先。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d13f2a97da1133832ade5c930059cf8\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> On Wednesday morning,<b>General Motors</b>(NYSE:GM)&nbsp;CEO Mary Barra told CNBC that the auto giant could \"absolutely\" catch up with Tesla on EV sales by 2025. In June, GM announced an ambitious goal of selling more than 1 million EVs worldwide by 2025, backed by investments worth $35 billion in EVs and autonomous vehicles over that period.</p><p><blockquote>星期三早上，<b>通用汽车</b>（纽约证券交易所股票代码：通用汽车）首席执行官玛丽·巴拉 (Mary Barra) 告诉 CNBC，这家汽车巨头“绝对”可以在 2025 年的电动汽车销量上赶上特斯拉。6 月，通用汽车宣布了到 2025 年在全球销售超过 100 万辆电动汽车的雄心勃勃的目标，并在此期间对电动汽车和自动驾驶汽车进行了价值 350 亿美元的投资。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> EVs are a hot market right now, and this is just the start. It's therefore unsurprising to see competition intensifying as nearly every automaker strives to get a piece of a market segment with exponential growth potential.</p><p><blockquote>电动汽车目前是一个热门市场，而这仅仅是个开始。因此，竞争加剧也就不足为奇了，因为几乎每个汽车制造商都努力在具有指数级增长潜力的细分市场中分一杯羹。</blockquote></p><p> Does that mean Nio will be edged out? I don't think so.</p><p><blockquote>这是否意味着蔚来将被边缘化？我不这么认为。</blockquote></p><p> In a short span of time, Nio has established itself as one of the top luxury car makers in China. It delivered more vehicles last quarter than it ever had before, recently began selling in Europe, and is set to launch its&nbsp;first electric luxury sedan, the ET7, in China as well as Norway in 2022 even as it prepares a blueprint for low-priced models to target the mass market in China. Nio's battery-as-a-service program also gives it an edge over rivals, especially among cost-conscious consumers.</p><p><blockquote>在很短的时间内，蔚来已经确立了自己作为中国顶级豪华汽车制造商之一的地位。该公司上季度交付的车辆数量比以往任何时候都多，最近开始在欧洲销售，并计划于 2022 年在中国和挪威推出其首款电动豪华轿车 ET7，尽管该公司正在为低价车型制定蓝图目标中国大众市场。蔚来的电池即服务计划也使其比竞争对手更具优势，尤其是在注重成本的消费者中。</blockquote></p><p> So while Tesla's wins may rattle Nio investors momentarily, the Chinese automaker is a long-term growth story and looks like one of the&nbsp;most promising EV stocks right now to buy on a dip.</p><p><blockquote>因此，尽管特斯拉的胜利可能会暂时让蔚来投资者感到不安，但这家中国汽车制造商是一个长期增长的故事，看起来是目前最有前途的逢低买入电动汽车股票之一。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/10/27/nio-stock-dropped-wednesday-is-this-an-opportunity/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.fool.com/investing/2021/10/27/nio-stock-dropped-wednesday-is-this-an-opportunity/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132883630","content_text":"What happened\nAfter kicking off Wednesday on a positive note and popping by 2% in early morning trading,electric vehicle stock Nio(NYSE:NIO) shed all of those gains and then some. At the close of the session, Nio shares were down by 2.9%.\nIt seems investors are weighing the impact of rising competition on the Chinese automaker's prospects and finding it worrisome.\nSo what\nNio's chief rival Tesla(NASDAQ:TSLA)is firing on all cylinders. After Tesla bagged an order for 100,000 electric vehicles from rental company Hertz earlier this week,it was back in the news again Wednesday after Hertz struck a deal with Uber Technologies to rent it 50,000 Tesla EVs. Although that development built on Hertz's previous order, it reflects the massive potential of the EV industry and the unmistakable traction that Tesla has already gained within it. It's also racing ahead in Nio's core market of China.\nIMAGE SOURCE: GETTY IMAGES.\nOn Wednesday morning,General Motors(NYSE:GM) CEO Mary Barra told CNBC that the auto giant could \"absolutely\" catch up with Tesla on EV sales by 2025. In June, GM announced an ambitious goal of selling more than 1 million EVs worldwide by 2025, backed by investments worth $35 billion in EVs and autonomous vehicles over that period.\nNow what\nEVs are a hot market right now, and this is just the start. It's therefore unsurprising to see competition intensifying as nearly every automaker strives to get a piece of a market segment with exponential growth potential.\nDoes that mean Nio will be edged out? I don't think so.\nIn a short span of time, Nio has established itself as one of the top luxury car makers in China. It delivered more vehicles last quarter than it ever had before, recently began selling in Europe, and is set to launch its first electric luxury sedan, the ET7, in China as well as Norway in 2022 even as it prepares a blueprint for low-priced models to target the mass market in China. Nio's battery-as-a-service program also gives it an edge over rivals, especially among cost-conscious consumers.\nSo while Tesla's wins may rattle Nio investors momentarily, the Chinese automaker is a long-term growth story and looks like one of the most promising EV stocks right now to buy on a dip.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855011456,"gmtCreate":1635312893067,"gmtModify":1635312893171,"author":{"id":"3575578461321661","authorId":"3575578461321661","name":"TCX","avatar":"https://static.tigerbbs.com/be270b30ebeb82b3889ba3b9732f72fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575578461321661","authorIdStr":"3575578461321661"},"themes":[],"title":"","htmlText":"Like 👍&nbsp;","listText":"Like 👍&nbsp;","text":"Like 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/855011456","repostId":"1173594699","repostType":4,"isVote":1,"tweetType":1,"viewCount":1171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855011550,"gmtCreate":1635312881397,"gmtModify":1635312881446,"author":{"id":"3575578461321661","authorId":"3575578461321661","name":"TCX","avatar":"https://static.tigerbbs.com/be270b30ebeb82b3889ba3b9732f72fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575578461321661","authorIdStr":"3575578461321661"},"themes":[],"title":"","htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855011550","repostId":"1124505799","repostType":4,"isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856616036,"gmtCreate":1635172966125,"gmtModify":1635173055378,"author":{"id":"3575578461321661","authorId":"3575578461321661","name":"TCX","avatar":"https://static.tigerbbs.com/be270b30ebeb82b3889ba3b9732f72fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575578461321661","authorIdStr":"3575578461321661"},"themes":[],"title":"","htmlText":"haha","listText":"haha","text":"haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856616036","repostId":"858853993","repostType":1,"repost":{"id":858853993,"gmtCreate":1635038548187,"gmtModify":1635113081519,"author":{"id":"3574671931921507","authorId":"3574671931921507","name":"Wayneqq","avatar":"https://static.tigerbbs.com/05d24be2c05653913e90f51e69cfe2a8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574671931921507","authorIdStr":"3574671931921507"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>Looks like all the bad news have dissipated and a slew of good news such as the big purchase of baba ADRs&nbsp;by charlie munger…&nbsp;reappearance of jack ma in spain.. the unveilingof new 5nm&nbsp;server chips… and the upcoming singles day (11.11) should help topropel the price higher…&nbsp; So.. back to business&nbsp;fundamentals… with all the regulatory headwinds.. fines.. clampdowns.. force opening of its ecosystem etc.. baba revenue is still increasing.. so there is nothing wrong with the company even though the market has reacted negatively.. which is great news for long term&nbsp;investors such as charlie munger and others&nbsp;who went in to scoop up baba at grossly undervalued prices [Miser]&nbsp;[Miser]&nbsp;","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>Looks like all the bad news have dissipated and a slew of good news such as the big purchase of baba ADRs&nbsp;by charlie munger…&nbsp;reappearance of jack ma in spain.. the unveilingof new 5nm&nbsp;server chips… and the upcoming singles day (11.11) should help topropel the price higher…&nbsp; So.. back to business&nbsp;fundamentals… with all the regulatory headwinds.. fines.. clampdowns.. force opening of its ecosystem etc.. baba revenue is still increasing.. so there is nothing wrong with the company even though the market has reacted negatively.. which is great news for long term&nbsp;investors such as charlie munger and others&nbsp;who went in to scoop up baba at grossly undervalued prices [Miser]&nbsp;[Miser]&nbsp;","text":"$Alibaba(BABA)$Looks like all the bad news have dissipated and a slew of good news such as the big purchase of baba ADRs by charlie munger… reappearance of jack ma in spain.. the unveilingof new 5nm server chips… and the upcoming singles day (11.11) should help topropel the price higher… So.. back to business fundamentals… with all the regulatory headwinds.. fines.. clampdowns.. force opening of its ecosystem etc.. baba revenue is still increasing.. so there is nothing wrong with the company even though the market has reacted negatively.. which is great news for long term investors such as charlie munger and others who went in to scoop up baba at grossly undervalued prices [Miser] [Miser]","images":[{"img":"https://static.tigerbbs.com/b1c491ac217aa58bed2c909e020f92c0","width":"828","height":"1632"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858853993","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858136508,"gmtCreate":1635001557104,"gmtModify":1635001557219,"author":{"id":"3575578461321661","authorId":"3575578461321661","name":"TCX","avatar":"https://static.tigerbbs.com/be270b30ebeb82b3889ba3b9732f72fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575578461321661","authorIdStr":"3575578461321661"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/VOO\">$Vanguard S&amp;P 500 ETF(VOO)$</a>llets go&nbsp;","listText":"<a href=\"https://laohu8.com/S/VOO\">$Vanguard S&amp;P 500 ETF(VOO)$</a>llets go&nbsp;","text":"$Vanguard S&P 500 ETF(VOO)$llets go","images":[{"img":"https://static.tigerbbs.com/a87d25a30f5e08b1a8725a288b8856d9","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858136508","isVote":1,"tweetType":1,"viewCount":1082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":858136312,"gmtCreate":1635001477179,"gmtModify":1635001477304,"author":{"id":"3575578461321661","authorId":"3575578461321661","name":"TCX","avatar":"https://static.tigerbbs.com/be270b30ebeb82b3889ba3b9732f72fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575578461321661","authorIdStr":"3575578461321661"},"themes":[],"title":"","htmlText":"Like and share&nbsp;","listText":"Like and share&nbsp;","text":"Like and share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/858136312","repostId":"1138624053","repostType":4,"repost":{"id":"1138624053","kind":"news","pubTimestamp":1634952918,"share":"https://www.laohunote.com/m/news/1138624053?lang=zh_CN&edition=full","pubTime":"2021-10-23 09:35","market":"us","language":"en","title":"Disney Stock: Wall Street Is Cautious, Should Investors Worry?<blockquote>迪士尼股票：华尔街谨慎，投资者应该担心吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1138624053","media":"TheStreet","summary":"A couple of analysts have cut their price targets on Disney stock due to lower expectations on strea","content":"<p>A couple of analysts have cut their price targets on Disney stock due to lower expectations on streaming subscriber growth. Should investors be concerned?</p><p><blockquote>由于对流媒体用户增长的预期较低，一些分析师下调了迪士尼股票的目标价。投资者应该担心吗？</blockquote></p><p> Last month, Steven Cahall, an analyst at Wells Fargo,lowered&nbsp;his Disney stock&nbsp;target price from $216 to $203. On that same day, shares fell by nearly 2%. More recently, Barclay’s research teamdowngradedDIS to hold, reducing the proportion of sell-side bulls to 79% of the coverage universe.</p><p><blockquote>上个月，富国银行分析师史蒂文·卡哈尔将迪士尼股票目标价从 216 美元下调至 203 美元。同一天，股价下跌近2%。最近，巴克莱的研究团队将评级下调至持有，将卖方多头的比例降至 79%。</blockquote></p><p> Today, we discuss Wall Street’s caution towards this stock that has struggled to gain traction lately, and whether investors should be worried.</p><p><blockquote>今天，我们将讨论华尔街对这只最近难以获得牵引力的股票的谨慎态度，以及投资者是否应该担心。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4158f896b062dda9f421975d5627f44\" tg-width=\"1136\" tg-height=\"852\" width=\"100%\" height=\"auto\"><span>Figure 1: Disney+ logo.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：迪士尼+标志。</span></p></blockquote></p><p> <b>The reason for the price target cuts</b></p><p><blockquote><b>下调价格目标的原因</b></blockquote></p><p> Disney’s streaming business has been the main factor behind the recent price target cuts. Estimates for the number of Disney+ subscribers for the foreseeable future have dropped. Wells Fargo’s analyst has reduced his projected 13.5 million new adds this quarter to only 2 million, while also slashing 2024 estimates from 256 million to 236 million.</p><p><blockquote>迪士尼的流媒体业务是最近下调目标价的主要因素。在可预见的未来，对Disney+用户数量的估计已经下降。富国银行（Wells Fargo）的分析师将本季度预计的 1350 万新增人口降至仅 200 万，同时还将 2024 年的预测值从 2.56 亿下调至 2.36 亿。</blockquote></p><p> The analyst&nbsp;offered&nbsp;the following insight:</p><p><blockquote>分析师提供了以下见解：</blockquote></p><p>   “Recent commentary around F4Q21 Disney+ net adds has cast a spotlight on what it will take for DIS to reach FY24 subscriber guidance. We think investors now have some causes for concern. […] Our price target falls as we reset our sub numbers.”  <b>CEO Bob Chapek’s forecast</b></p><p><blockquote>“最近围绕 2021 财年第四季度 Disney+ 净增的评论让人们关注到 DIS 需要什么才能达到 2024 财年的订户指导。我们认为投资者现在有一些理由感到担忧。[...] 随着我们重置子公司数量，我们的目标价也会下降。”<b>首席执行官鲍勃·查佩克的预测</b></blockquote></p><p> According to the company's CEO Bob Chapek, subscriber growth this quarter is unlikely to meet the market’s aggressive expectations. Bob also said that some of the reasons for the slowdown in growth include Hotstar's low penetration in India and difficulties in finding partners in Latin America.</p><p><blockquote>据该公司首席执行官鲍勃-查佩克（Bob Chapek）称，本季度的用户增长不太可能达到市场的积极预期。Bob还表示，增长放缓的部分原因包括Hotstar在印度的渗透率低，以及在拉丁美洲寻找合作伙伴的困难。</blockquote></p><p> Despite short-term challenges, Disney has yet to change its subscriber projections for 2024, currently set at 230 million to 260 million members.</p><p><blockquote>尽管面临短期挑战，迪士尼尚未改变其 2024 年订户预测，目前订户数量为 2.3 亿至 2.6 亿。</blockquote></p><p> <b>What's happening with DIS?</b></p><p><blockquote><b>迪斯怎么了？</b></blockquote></p><p> While the pandemic dragged Disney stock early last year due to the closing of theme parks and movie theaters, shares still climbed in 2020. The company managed to grow its nascent streaming business, which helped to fuel investor sentiment.</p><p><blockquote>尽管去年年初，由于主题公园和电影院关闭，疫情拖累了迪士尼股价，但2020年股价仍在攀升。该公司成功发展了新兴的流媒体业务，这有助于提振投资者情绪。</blockquote></p><p> However, the stay-at-home habits have started to faze, and Disney is caught between a rock and a hard place. The company’s operations have not fully returned to normal levels (e.g., cruise ships are only now starting to sail again), while the buzz around the streaming segment has been losing steam.</p><p><blockquote>然而，呆在家里的习惯已经开始困扰，迪士尼进退两难。该公司的运营尚未完全恢复到正常水平（例如，游轮现在才开始再次航行），而围绕流媒体领域的热议也在逐渐减弱。</blockquote></p><p> Since the beginning of 2021, DIS share price has remained stuck in the $170s, with a Q1 rally proving to be short lived.</p><p><blockquote>自2021年初以来，DIS股价一直停留在170美元左右，第一季度的涨势被证明是短暂的。</blockquote></p><p> <b>What Wall Street says</b></p><p><blockquote><b>华尔街怎么说</b></blockquote></p><p> Despite the recent price target revisions, analysts still think that DIS is a buy,according&nbsp;to TipRanks. Out of the 19 professionals covering the stock, 15 are still bullish, while only 4 have a neutral rating. None of the analysts recommend selling the stock.</p><p><blockquote>TipRanks 表示，尽管最近修改了目标价，但分析师仍然认为 DIS 值得买入。在报道该股的 19 位专业人士中，15 位仍然看好该股，而只有 4 位给予中性评级。没有分析师建议出售该股票。</blockquote></p><p> The highest price suggested by analysts is $263, while the lowest is $175. At the average price target of $215, Wall Street collectively hints at upside potential of over 25% from current levels.</p><p><blockquote>分析师建议的最高价为263美元，最低价为175美元。平均目标价为 215 美元，华尔街集体暗示当前水平的上涨潜力超过 25%。</blockquote></p><p> <b>Our take</b></p><p><blockquote><b>我们的看法</b></blockquote></p><p> We maintain our opinion that DIS shares still have room to rise in the next several months.</p><p><blockquote>我们坚持认为，DIS 股价在未来几个月仍有上涨空间。</blockquote></p><p> Disney continues to be a great company with one of the best content libraries, plenty of opportunities in streaming and an imminent rebound in parks, hotel, and cruise activity. On Disney+, despite the reduced subscriber number expected for this quarter, Disney could still deliver its longer-term goal by 2024.</p><p><blockquote>迪士尼仍然是一家伟大的公司，拥有最好的内容库之一，大量的流媒体机会，公园、酒店和游轮活动即将反弹。在 Disney+ 上，尽管预计本季度用户数量有所减少，但迪士尼仍可在 2024 年实现其长期目标。</blockquote></p><p> Once short-term challenges are left behind, we think that the market will once again turn to DIS for an investment opportunity – especially given current prices that are a substantial 15% below all-time highs.</p><p><blockquote>一旦短期挑战过去，我们认为市场将再次转向DIS寻找投资机会——特别是考虑到当前价格比历史高点低15%。</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>Disney Stock: Wall Street Is Cautious, Should Investors Worry?<blockquote>迪士尼股票：华尔街谨慎，投资者应该担心吗？</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\">\nDisney Stock: Wall Street Is Cautious, Should Investors Worry?<blockquote>迪士尼股票：华尔街谨慎，投资者应该担心吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-10-23 09:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>A couple of analysts have cut their price targets on Disney stock due to lower expectations on streaming subscriber growth. Should investors be concerned?</p><p><blockquote>由于对流媒体用户增长的预期较低，一些分析师下调了迪士尼股票的目标价。投资者应该担心吗？</blockquote></p><p> Last month, Steven Cahall, an analyst at Wells Fargo,lowered&nbsp;his Disney stock&nbsp;target price from $216 to $203. On that same day, shares fell by nearly 2%. More recently, Barclay’s research teamdowngradedDIS to hold, reducing the proportion of sell-side bulls to 79% of the coverage universe.</p><p><blockquote>上个月，富国银行分析师史蒂文·卡哈尔将迪士尼股票目标价从 216 美元下调至 203 美元。同一天，股价下跌近2%。最近，巴克莱的研究团队将评级下调至持有，将卖方多头的比例降至 79%。</blockquote></p><p> Today, we discuss Wall Street’s caution towards this stock that has struggled to gain traction lately, and whether investors should be worried.</p><p><blockquote>今天，我们将讨论华尔街对这只最近难以获得牵引力的股票的谨慎态度，以及投资者是否应该担心。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4158f896b062dda9f421975d5627f44\" tg-width=\"1136\" tg-height=\"852\" width=\"100%\" height=\"auto\"><span>Figure 1: Disney+ logo.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：迪士尼+标志。</span></p></blockquote></p><p> <b>The reason for the price target cuts</b></p><p><blockquote><b>下调价格目标的原因</b></blockquote></p><p> Disney’s streaming business has been the main factor behind the recent price target cuts. Estimates for the number of Disney+ subscribers for the foreseeable future have dropped. Wells Fargo’s analyst has reduced his projected 13.5 million new adds this quarter to only 2 million, while also slashing 2024 estimates from 256 million to 236 million.</p><p><blockquote>迪士尼的流媒体业务是最近下调目标价的主要因素。在可预见的未来，对Disney+用户数量的估计已经下降。富国银行（Wells Fargo）的分析师将本季度预计的 1350 万新增人口降至仅 200 万，同时还将 2024 年的预测值从 2.56 亿下调至 2.36 亿。</blockquote></p><p> The analyst&nbsp;offered&nbsp;the following insight:</p><p><blockquote>分析师提供了以下见解：</blockquote></p><p>   “Recent commentary around F4Q21 Disney+ net adds has cast a spotlight on what it will take for DIS to reach FY24 subscriber guidance. We think investors now have some causes for concern. […] Our price target falls as we reset our sub numbers.”  <b>CEO Bob Chapek’s forecast</b></p><p><blockquote>“最近围绕 2021 财年第四季度 Disney+ 净增的评论让人们关注到 DIS 需要什么才能达到 2024 财年的订户指导。我们认为投资者现在有一些理由感到担忧。[...] 随着我们重置子公司数量，我们的目标价也会下降。”<b>首席执行官鲍勃·查佩克的预测</b></blockquote></p><p> According to the company's CEO Bob Chapek, subscriber growth this quarter is unlikely to meet the market’s aggressive expectations. Bob also said that some of the reasons for the slowdown in growth include Hotstar's low penetration in India and difficulties in finding partners in Latin America.</p><p><blockquote>据该公司首席执行官鲍勃-查佩克（Bob Chapek）称，本季度的用户增长不太可能达到市场的积极预期。Bob还表示，增长放缓的部分原因包括Hotstar在印度的渗透率低，以及在拉丁美洲寻找合作伙伴的困难。</blockquote></p><p> Despite short-term challenges, Disney has yet to change its subscriber projections for 2024, currently set at 230 million to 260 million members.</p><p><blockquote>尽管面临短期挑战，迪士尼尚未改变其 2024 年订户预测，目前订户数量为 2.3 亿至 2.6 亿。</blockquote></p><p> <b>What's happening with DIS?</b></p><p><blockquote><b>迪斯怎么了？</b></blockquote></p><p> While the pandemic dragged Disney stock early last year due to the closing of theme parks and movie theaters, shares still climbed in 2020. The company managed to grow its nascent streaming business, which helped to fuel investor sentiment.</p><p><blockquote>尽管去年年初，由于主题公园和电影院关闭，疫情拖累了迪士尼股价，但2020年股价仍在攀升。该公司成功发展了新兴的流媒体业务，这有助于提振投资者情绪。</blockquote></p><p> However, the stay-at-home habits have started to faze, and Disney is caught between a rock and a hard place. The company’s operations have not fully returned to normal levels (e.g., cruise ships are only now starting to sail again), while the buzz around the streaming segment has been losing steam.</p><p><blockquote>然而，呆在家里的习惯已经开始困扰，迪士尼进退两难。该公司的运营尚未完全恢复到正常水平（例如，游轮现在才开始再次航行），而围绕流媒体领域的热议也在逐渐减弱。</blockquote></p><p> Since the beginning of 2021, DIS share price has remained stuck in the $170s, with a Q1 rally proving to be short lived.</p><p><blockquote>自2021年初以来，DIS股价一直停留在170美元左右，第一季度的涨势被证明是短暂的。</blockquote></p><p> <b>What Wall Street says</b></p><p><blockquote><b>华尔街怎么说</b></blockquote></p><p> Despite the recent price target revisions, analysts still think that DIS is a buy,according&nbsp;to TipRanks. Out of the 19 professionals covering the stock, 15 are still bullish, while only 4 have a neutral rating. None of the analysts recommend selling the stock.</p><p><blockquote>TipRanks 表示，尽管最近修改了目标价，但分析师仍然认为 DIS 值得买入。在报道该股的 19 位专业人士中，15 位仍然看好该股，而只有 4 位给予中性评级。没有分析师建议出售该股票。</blockquote></p><p> The highest price suggested by analysts is $263, while the lowest is $175. At the average price target of $215, Wall Street collectively hints at upside potential of over 25% from current levels.</p><p><blockquote>分析师建议的最高价为263美元，最低价为175美元。平均目标价为 215 美元，华尔街集体暗示当前水平的上涨潜力超过 25%。</blockquote></p><p> <b>Our take</b></p><p><blockquote><b>我们的看法</b></blockquote></p><p> We maintain our opinion that DIS shares still have room to rise in the next several months.</p><p><blockquote>我们坚持认为，DIS 股价在未来几个月仍有上涨空间。</blockquote></p><p> Disney continues to be a great company with one of the best content libraries, plenty of opportunities in streaming and an imminent rebound in parks, hotel, and cruise activity. On Disney+, despite the reduced subscriber number expected for this quarter, Disney could still deliver its longer-term goal by 2024.</p><p><blockquote>迪士尼仍然是一家伟大的公司，拥有最好的内容库之一，大量的流媒体机会，公园、酒店和游轮活动即将反弹。在 Disney+ 上，尽管预计本季度用户数量有所减少，但迪士尼仍可在 2024 年实现其长期目标。</blockquote></p><p> Once short-term challenges are left behind, we think that the market will once again turn to DIS for an investment opportunity – especially given current prices that are a substantial 15% below all-time highs.</p><p><blockquote>一旦短期挑战过去，我们认为市场将再次转向DIS寻找投资机会——特别是考虑到当前价格比历史高点低15%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/streaming/dis/disney-stock-wall-street-is-cautious-should-investors-worry\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.thestreet.com/streaming/dis/disney-stock-wall-street-is-cautious-should-investors-worry","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138624053","content_text":"A couple of analysts have cut their price targets on Disney stock due to lower expectations on streaming subscriber growth. Should investors be concerned?\nLast month, Steven Cahall, an analyst at Wells Fargo,lowered his Disney stock target price from $216 to $203. On that same day, shares fell by nearly 2%. More recently, Barclay’s research teamdowngradedDIS to hold, reducing the proportion of sell-side bulls to 79% of the coverage universe.\nToday, we discuss Wall Street’s caution towards this stock that has struggled to gain traction lately, and whether investors should be worried.\nFigure 1: Disney+ logo.\nThe reason for the price target cuts\nDisney’s streaming business has been the main factor behind the recent price target cuts. Estimates for the number of Disney+ subscribers for the foreseeable future have dropped. Wells Fargo’s analyst has reduced his projected 13.5 million new adds this quarter to only 2 million, while also slashing 2024 estimates from 256 million to 236 million.\nThe analyst offered the following insight:\n\n “Recent commentary around F4Q21 Disney+ net adds has cast a spotlight on what it will take for DIS to reach FY24 subscriber guidance. We think investors now have some causes for concern. […] Our price target falls as we reset our sub numbers.”\n\nCEO Bob Chapek’s forecast\nAccording to the company's CEO Bob Chapek, subscriber growth this quarter is unlikely to meet the market’s aggressive expectations. Bob also said that some of the reasons for the slowdown in growth include Hotstar's low penetration in India and difficulties in finding partners in Latin America.\nDespite short-term challenges, Disney has yet to change its subscriber projections for 2024, currently set at 230 million to 260 million members.\nWhat's happening with DIS?\nWhile the pandemic dragged Disney stock early last year due to the closing of theme parks and movie theaters, shares still climbed in 2020. The company managed to grow its nascent streaming business, which helped to fuel investor sentiment.\nHowever, the stay-at-home habits have started to faze, and Disney is caught between a rock and a hard place. The company’s operations have not fully returned to normal levels (e.g., cruise ships are only now starting to sail again), while the buzz around the streaming segment has been losing steam.\nSince the beginning of 2021, DIS share price has remained stuck in the $170s, with a Q1 rally proving to be short lived.\nWhat Wall Street says\nDespite the recent price target revisions, analysts still think that DIS is a buy,according to TipRanks. Out of the 19 professionals covering the stock, 15 are still bullish, while only 4 have a neutral rating. None of the analysts recommend selling the stock.\nThe highest price suggested by analysts is $263, while the lowest is $175. At the average price target of $215, Wall Street collectively hints at upside potential of over 25% from current levels.\nOur take\nWe maintain our opinion that DIS shares still have room to rise in the next several months.\nDisney continues to be a great company with one of the best content libraries, plenty of opportunities in streaming and an imminent rebound in parks, hotel, and cruise activity. On Disney+, despite the reduced subscriber number expected for this quarter, Disney could still deliver its longer-term goal by 2024.\nOnce short-term challenges are left behind, we think that the market will once again turn to DIS for an investment opportunity – especially given current prices that are a substantial 15% below all-time highs.","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851412606,"gmtCreate":1634920621002,"gmtModify":1634920621159,"author":{"id":"3575578461321661","authorId":"3575578461321661","name":"TCX","avatar":"https://static.tigerbbs.com/be270b30ebeb82b3889ba3b9732f72fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575578461321661","authorIdStr":"3575578461321661"},"themes":[],"title":"","htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851412606","repostId":"2177419115","repostType":2,"repost":{"id":"2177419115","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"T-Reuters","id":"1086160438","head_image":"https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5"},"pubTimestamp":1634919955,"share":"https://www.laohunote.com/m/news/2177419115?lang=zh_CN&edition=full","pubTime":"2021-10-23 00:25","market":"hk","language":"en","title":"S&P Says Tesla Inc. Upgraded To 'BB+' On Solid Demand Prospects And Robust Financial Metrics; Outlook Positive<blockquote>标准普尔表示，由于稳健的需求前景和强劲的财务指标，特斯拉公司将其评级上调至“BB+”；前景乐观</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2177419115","media":"T-Reuters","summary":"S&P:S&P Says Tesla Inc. Upgraded To 'Bb+' On Solid Demand Prospects And Robust Financial Metrics; Outlook Positive.S&P, On Tesla, Says Positive Outlook Reflects Our View That Tesla'S Free Operating Cash Flow Generation Will Remain Positive More Consistently.S&P Says Despite Semiconductor Shortages, Other Supply-Related Bottlenecks, Tesla Appears To Have Minimized Production Disruption Versus Most Automakers.S&P Says View On Tesla Also Reflects Outperformance Of Electric Vehicles  So Far This Yea","content":"<p><html><body>S&amp;P:S&amp;P Says Tesla Inc. Upgraded To 'Bb+' On Solid Demand Prospects And Robust Financial Metrics; Outlook Positive.S&amp;P, On Tesla, Says Positive Outlook Reflects Our View That Tesla'S Free Operating Cash Flow Generation Will Remain Positive More Consistently.S&amp;P Says Despite Semiconductor Shortages, Other Supply-Related Bottlenecks, Tesla Appears To Have Minimized Production Disruption Versus Most Automakers.S&amp;P Says View On Tesla Also Reflects Outperformance Of Electric Vehicles (Evs) So Far This Year Globally.S&amp;P Says Key Risks Going Forward Include Access To Supply As Tesla Looks To Raise Cell Capacity And Complete Its Production Ramp-Up To Meet Demand.S&amp;P Says Despite Near-Term Supply Bottlenecks For The Industry, We Expect Tesla Deliveries And Earnings To Remain Strong Over The Next Few Quarters.Further Company Coverage: Tsla.O. ((Reuters.Briefs@Thomsonreuters.Com;)).</p><p><blockquote><html><body>标准普尔：标准普尔表示，由于强劲的需求前景和强劲的财务指标，特斯拉公司将其评级上调至“Bb+”；前景积极。标准普尔对特斯拉表示，积极的前景反映了我们的观点，即特斯拉的自由运营现金流生成将更加持续地保持积极。标准普尔表示，尽管存在半导体短缺和其他与供应相关的瓶颈，但与大多数汽车制造商相比，特斯拉似乎已将生产中断降至最低。标准普尔表示，对特斯拉的看法也反映了今年迄今为止全球电动汽车 (EV) 的优异表现。标准普尔表示，随着特斯拉寻求提高电池产能并完成增产以满足需求，未来的主要风险包括供应准入。标准普尔表示，尽管该行业近期存在供应瓶颈，但我们预计未来几个季度特斯拉的交付量和盈利将保持强劲。更多公司报道：Tsla.O。((Reuters.Briefs@Thomsonreuters.Com;))</body></html></blockquote></p><p></body></html></p><p><blockquote></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>S&P Says Tesla Inc. Upgraded To 'BB+' On Solid Demand Prospects And Robust Financial Metrics; Outlook Positive<blockquote>标准普尔表示，由于稳健的需求前景和强劲的财务指标，特斯拉公司将其评级上调至“BB+”；前景乐观</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P Says Tesla Inc. Upgraded To 'BB+' On Solid Demand Prospects And Robust Financial Metrics; Outlook Positive<blockquote>标准普尔表示，由于稳健的需求前景和强劲的财务指标，特斯拉公司将其评级上调至“BB+”；前景乐观</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086160438\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">T-Reuters </p>\n<p class=\"h-time smaller\">2021-10-23 00:25</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><body>S&amp;P:S&amp;P Says Tesla Inc. Upgraded To 'Bb+' On Solid Demand Prospects And Robust Financial Metrics; Outlook Positive.S&amp;P, On Tesla, Says Positive Outlook Reflects Our View That Tesla'S Free Operating Cash Flow Generation Will Remain Positive More Consistently.S&amp;P Says Despite Semiconductor Shortages, Other Supply-Related Bottlenecks, Tesla Appears To Have Minimized Production Disruption Versus Most Automakers.S&amp;P Says View On Tesla Also Reflects Outperformance Of Electric Vehicles (Evs) So Far This Year Globally.S&amp;P Says Key Risks Going Forward Include Access To Supply As Tesla Looks To Raise Cell Capacity And Complete Its Production Ramp-Up To Meet Demand.S&amp;P Says Despite Near-Term Supply Bottlenecks For The Industry, We Expect Tesla Deliveries And Earnings To Remain Strong Over The Next Few Quarters.Further Company Coverage: Tsla.O. ((Reuters.Briefs@Thomsonreuters.Com;)).</p><p><blockquote><html><body>标准普尔：标准普尔表示，由于强劲的需求前景和强劲的财务指标，特斯拉公司将其评级上调至“Bb+”；前景积极。标准普尔对特斯拉表示，积极的前景反映了我们的观点，即特斯拉的自由运营现金流生成将更加持续地保持积极。标准普尔表示，尽管存在半导体短缺和其他与供应相关的瓶颈，但与大多数汽车制造商相比，特斯拉似乎已将生产中断降至最低。标准普尔表示，对特斯拉的看法也反映了今年迄今为止全球电动汽车 (EV) 的优异表现。标准普尔表示，随着特斯拉寻求提高电池产能并完成增产以满足需求，未来的主要风险包括供应准入。标准普尔表示，尽管该行业近期存在供应瓶颈，但我们预计未来几个季度特斯拉的交付量和盈利将保持强劲。更多公司报道：Tsla.O。((Reuters.Briefs@Thomsonreuters.Com;))</body></html></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OLPX":"Olaplex Holdings, Inc.","HCTI":"Healthcare Triangle, Inc.","CRCT":"Cricut, Inc.","FWRG":"First Watch Restaurant Group, Inc.","TSLA":"特斯拉"},"source_url":"https://www.trkd.thomsonreuters.com","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177419115","content_text":"S&P:S&P Says Tesla Inc. Upgraded To 'Bb+' On Solid Demand Prospects And Robust Financial Metrics; Outlook Positive.S&P, On Tesla, Says Positive Outlook Reflects Our View That Tesla'S Free Operating Cash Flow Generation Will Remain Positive More Consistently.S&P Says Despite Semiconductor Shortages, Other Supply-Related Bottlenecks, Tesla Appears To Have Minimized Production Disruption Versus Most Automakers.S&P Says View On Tesla Also Reflects Outperformance Of Electric Vehicles (Evs) So Far This Year Globally.S&P Says Key Risks Going Forward Include Access To Supply As Tesla Looks To Raise Cell Capacity And Complete Its Production Ramp-Up To Meet Demand.S&P Says Despite Near-Term Supply Bottlenecks For The Industry, We Expect Tesla Deliveries And Earnings To Remain Strong Over The Next Few Quarters.Further Company Coverage: Tsla.O. ((Reuters.Briefs@Thomsonreuters.Com;)).","news_type":1,"symbols_score_info":{"CRCT":1,"TERN":1,"ALVU":1,"FWRG":1,"TSLA":1,"OLPX":1,"HCTI":1}},"isVote":1,"tweetType":1,"viewCount":776,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":840484760,"gmtCreate":1635673017566,"gmtModify":1635673017624,"author":{"id":"3575578461321661","authorId":"3575578461321661","name":"TCX","avatar":"https://static.tigerbbs.com/be270b30ebeb82b3889ba3b9732f72fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575578461321661","authorIdStr":"3575578461321661"},"themes":[],"title":"","htmlText":"Like 👍&nbsp;","listText":"Like 👍&nbsp;","text":"Like 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/840484760","repostId":"2179226336","repostType":4,"isVote":1,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851908603,"gmtCreate":1634862185663,"gmtModify":1634862185815,"author":{"id":"3575578461321661","authorId":"3575578461321661","name":"TCX","avatar":"https://static.tigerbbs.com/be270b30ebeb82b3889ba3b9732f72fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575578461321661","authorIdStr":"3575578461321661"},"themes":[],"title":"","htmlText":"Please like my posst&nbsp;","listText":"Please like my posst&nbsp;","text":"Please like my posst","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/851908603","repostId":"2177246747","repostType":4,"isVote":1,"tweetType":1,"viewCount":807,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874393723,"gmtCreate":1637727340591,"gmtModify":1637727340648,"author":{"id":"3575578461321661","authorId":"3575578461321661","name":"TCX","avatar":"https://static.tigerbbs.com/be270b30ebeb82b3889ba3b9732f72fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575578461321661","authorIdStr":"3575578461321661"},"themes":[],"title":"","htmlText":"Lucid dream","listText":"Lucid dream","text":"Lucid dream","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/874393723","repostId":"2185384641","repostType":4,"isVote":1,"tweetType":1,"viewCount":2547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851991502,"gmtCreate":1634862578072,"gmtModify":1634862578326,"author":{"id":"3575578461321661","authorId":"3575578461321661","name":"TCX","avatar":"https://static.tigerbbs.com/be270b30ebeb82b3889ba3b9732f72fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575578461321661","authorIdStr":"3575578461321661"},"themes":[],"title":"","htmlText":"Intel please be innovative and invest r&amp;d. Otherwise you will be doom&nbsp;","listText":"Intel please be innovative and invest r&amp;d. Otherwise you will be doom&nbsp;","text":"Intel please be innovative and invest r&d. Otherwise you will be doom","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/851991502","repostId":"2177467336","repostType":4,"isVote":1,"tweetType":1,"viewCount":582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":127554789,"gmtCreate":1624858587541,"gmtModify":1631884082186,"author":{"id":"3575578461321661","authorId":"3575578461321661","name":"TCX","avatar":"https://static.tigerbbs.com/be270b30ebeb82b3889ba3b9732f72fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575578461321661","authorIdStr":"3575578461321661"},"themes":[],"title":"","htmlText":"How about tesla and coinbase ? New world is coming","listText":"How about tesla and coinbase ? New world is coming","text":"How about tesla and coinbase ? New world is coming","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/127554789","repostId":"2146200677","repostType":4,"isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":855011456,"gmtCreate":1635312893067,"gmtModify":1635312893171,"author":{"id":"3575578461321661","authorId":"3575578461321661","name":"TCX","avatar":"https://static.tigerbbs.com/be270b30ebeb82b3889ba3b9732f72fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575578461321661","authorIdStr":"3575578461321661"},"themes":[],"title":"","htmlText":"Like 👍&nbsp;","listText":"Like 👍&nbsp;","text":"Like 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/855011456","repostId":"1173594699","repostType":4,"isVote":1,"tweetType":1,"viewCount":1171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858136312,"gmtCreate":1635001477179,"gmtModify":1635001477304,"author":{"id":"3575578461321661","authorId":"3575578461321661","name":"TCX","avatar":"https://static.tigerbbs.com/be270b30ebeb82b3889ba3b9732f72fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575578461321661","authorIdStr":"3575578461321661"},"themes":[],"title":"","htmlText":"Like and share&nbsp;","listText":"Like and share&nbsp;","text":"Like and share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/858136312","repostId":"1138624053","repostType":4,"repost":{"id":"1138624053","kind":"news","pubTimestamp":1634952918,"share":"https://www.laohunote.com/m/news/1138624053?lang=zh_CN&edition=full","pubTime":"2021-10-23 09:35","market":"us","language":"en","title":"Disney Stock: Wall Street Is Cautious, Should Investors Worry?<blockquote>迪士尼股票：华尔街谨慎，投资者应该担心吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1138624053","media":"TheStreet","summary":"A couple of analysts have cut their price targets on Disney stock due to lower expectations on strea","content":"<p>A couple of analysts have cut their price targets on Disney stock due to lower expectations on streaming subscriber growth. Should investors be concerned?</p><p><blockquote>由于对流媒体用户增长的预期较低，一些分析师下调了迪士尼股票的目标价。投资者应该担心吗？</blockquote></p><p> Last month, Steven Cahall, an analyst at Wells Fargo,lowered&nbsp;his Disney stock&nbsp;target price from $216 to $203. On that same day, shares fell by nearly 2%. More recently, Barclay’s research teamdowngradedDIS to hold, reducing the proportion of sell-side bulls to 79% of the coverage universe.</p><p><blockquote>上个月，富国银行分析师史蒂文·卡哈尔将迪士尼股票目标价从 216 美元下调至 203 美元。同一天，股价下跌近2%。最近，巴克莱的研究团队将评级下调至持有，将卖方多头的比例降至 79%。</blockquote></p><p> Today, we discuss Wall Street’s caution towards this stock that has struggled to gain traction lately, and whether investors should be worried.</p><p><blockquote>今天，我们将讨论华尔街对这只最近难以获得牵引力的股票的谨慎态度，以及投资者是否应该担心。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4158f896b062dda9f421975d5627f44\" tg-width=\"1136\" tg-height=\"852\" width=\"100%\" height=\"auto\"><span>Figure 1: Disney+ logo.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：迪士尼+标志。</span></p></blockquote></p><p> <b>The reason for the price target cuts</b></p><p><blockquote><b>下调价格目标的原因</b></blockquote></p><p> Disney’s streaming business has been the main factor behind the recent price target cuts. Estimates for the number of Disney+ subscribers for the foreseeable future have dropped. Wells Fargo’s analyst has reduced his projected 13.5 million new adds this quarter to only 2 million, while also slashing 2024 estimates from 256 million to 236 million.</p><p><blockquote>迪士尼的流媒体业务是最近下调目标价的主要因素。在可预见的未来，对Disney+用户数量的估计已经下降。富国银行（Wells Fargo）的分析师将本季度预计的 1350 万新增人口降至仅 200 万，同时还将 2024 年的预测值从 2.56 亿下调至 2.36 亿。</blockquote></p><p> The analyst&nbsp;offered&nbsp;the following insight:</p><p><blockquote>分析师提供了以下见解：</blockquote></p><p>   “Recent commentary around F4Q21 Disney+ net adds has cast a spotlight on what it will take for DIS to reach FY24 subscriber guidance. We think investors now have some causes for concern. […] Our price target falls as we reset our sub numbers.”  <b>CEO Bob Chapek’s forecast</b></p><p><blockquote>“最近围绕 2021 财年第四季度 Disney+ 净增的评论让人们关注到 DIS 需要什么才能达到 2024 财年的订户指导。我们认为投资者现在有一些理由感到担忧。[...] 随着我们重置子公司数量，我们的目标价也会下降。”<b>首席执行官鲍勃·查佩克的预测</b></blockquote></p><p> According to the company's CEO Bob Chapek, subscriber growth this quarter is unlikely to meet the market’s aggressive expectations. Bob also said that some of the reasons for the slowdown in growth include Hotstar's low penetration in India and difficulties in finding partners in Latin America.</p><p><blockquote>据该公司首席执行官鲍勃-查佩克（Bob Chapek）称，本季度的用户增长不太可能达到市场的积极预期。Bob还表示，增长放缓的部分原因包括Hotstar在印度的渗透率低，以及在拉丁美洲寻找合作伙伴的困难。</blockquote></p><p> Despite short-term challenges, Disney has yet to change its subscriber projections for 2024, currently set at 230 million to 260 million members.</p><p><blockquote>尽管面临短期挑战，迪士尼尚未改变其 2024 年订户预测，目前订户数量为 2.3 亿至 2.6 亿。</blockquote></p><p> <b>What's happening with DIS?</b></p><p><blockquote><b>迪斯怎么了？</b></blockquote></p><p> While the pandemic dragged Disney stock early last year due to the closing of theme parks and movie theaters, shares still climbed in 2020. The company managed to grow its nascent streaming business, which helped to fuel investor sentiment.</p><p><blockquote>尽管去年年初，由于主题公园和电影院关闭，疫情拖累了迪士尼股价，但2020年股价仍在攀升。该公司成功发展了新兴的流媒体业务，这有助于提振投资者情绪。</blockquote></p><p> However, the stay-at-home habits have started to faze, and Disney is caught between a rock and a hard place. The company’s operations have not fully returned to normal levels (e.g., cruise ships are only now starting to sail again), while the buzz around the streaming segment has been losing steam.</p><p><blockquote>然而，呆在家里的习惯已经开始困扰，迪士尼进退两难。该公司的运营尚未完全恢复到正常水平（例如，游轮现在才开始再次航行），而围绕流媒体领域的热议也在逐渐减弱。</blockquote></p><p> Since the beginning of 2021, DIS share price has remained stuck in the $170s, with a Q1 rally proving to be short lived.</p><p><blockquote>自2021年初以来，DIS股价一直停留在170美元左右，第一季度的涨势被证明是短暂的。</blockquote></p><p> <b>What Wall Street says</b></p><p><blockquote><b>华尔街怎么说</b></blockquote></p><p> Despite the recent price target revisions, analysts still think that DIS is a buy,according&nbsp;to TipRanks. Out of the 19 professionals covering the stock, 15 are still bullish, while only 4 have a neutral rating. None of the analysts recommend selling the stock.</p><p><blockquote>TipRanks 表示，尽管最近修改了目标价，但分析师仍然认为 DIS 值得买入。在报道该股的 19 位专业人士中，15 位仍然看好该股，而只有 4 位给予中性评级。没有分析师建议出售该股票。</blockquote></p><p> The highest price suggested by analysts is $263, while the lowest is $175. At the average price target of $215, Wall Street collectively hints at upside potential of over 25% from current levels.</p><p><blockquote>分析师建议的最高价为263美元，最低价为175美元。平均目标价为 215 美元，华尔街集体暗示当前水平的上涨潜力超过 25%。</blockquote></p><p> <b>Our take</b></p><p><blockquote><b>我们的看法</b></blockquote></p><p> We maintain our opinion that DIS shares still have room to rise in the next several months.</p><p><blockquote>我们坚持认为，DIS 股价在未来几个月仍有上涨空间。</blockquote></p><p> Disney continues to be a great company with one of the best content libraries, plenty of opportunities in streaming and an imminent rebound in parks, hotel, and cruise activity. On Disney+, despite the reduced subscriber number expected for this quarter, Disney could still deliver its longer-term goal by 2024.</p><p><blockquote>迪士尼仍然是一家伟大的公司，拥有最好的内容库之一，大量的流媒体机会，公园、酒店和游轮活动即将反弹。在 Disney+ 上，尽管预计本季度用户数量有所减少，但迪士尼仍可在 2024 年实现其长期目标。</blockquote></p><p> Once short-term challenges are left behind, we think that the market will once again turn to DIS for an investment opportunity – especially given current prices that are a substantial 15% below all-time highs.</p><p><blockquote>一旦短期挑战过去，我们认为市场将再次转向DIS寻找投资机会——特别是考虑到当前价格比历史高点低15%。</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>Disney Stock: Wall Street Is Cautious, Should Investors Worry?<blockquote>迪士尼股票：华尔街谨慎，投资者应该担心吗？</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\">\nDisney Stock: Wall Street Is Cautious, Should Investors Worry?<blockquote>迪士尼股票：华尔街谨慎，投资者应该担心吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-10-23 09:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>A couple of analysts have cut their price targets on Disney stock due to lower expectations on streaming subscriber growth. Should investors be concerned?</p><p><blockquote>由于对流媒体用户增长的预期较低，一些分析师下调了迪士尼股票的目标价。投资者应该担心吗？</blockquote></p><p> Last month, Steven Cahall, an analyst at Wells Fargo,lowered&nbsp;his Disney stock&nbsp;target price from $216 to $203. On that same day, shares fell by nearly 2%. More recently, Barclay’s research teamdowngradedDIS to hold, reducing the proportion of sell-side bulls to 79% of the coverage universe.</p><p><blockquote>上个月，富国银行分析师史蒂文·卡哈尔将迪士尼股票目标价从 216 美元下调至 203 美元。同一天，股价下跌近2%。最近，巴克莱的研究团队将评级下调至持有，将卖方多头的比例降至 79%。</blockquote></p><p> Today, we discuss Wall Street’s caution towards this stock that has struggled to gain traction lately, and whether investors should be worried.</p><p><blockquote>今天，我们将讨论华尔街对这只最近难以获得牵引力的股票的谨慎态度，以及投资者是否应该担心。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4158f896b062dda9f421975d5627f44\" tg-width=\"1136\" tg-height=\"852\" width=\"100%\" height=\"auto\"><span>Figure 1: Disney+ logo.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：迪士尼+标志。</span></p></blockquote></p><p> <b>The reason for the price target cuts</b></p><p><blockquote><b>下调价格目标的原因</b></blockquote></p><p> Disney’s streaming business has been the main factor behind the recent price target cuts. Estimates for the number of Disney+ subscribers for the foreseeable future have dropped. Wells Fargo’s analyst has reduced his projected 13.5 million new adds this quarter to only 2 million, while also slashing 2024 estimates from 256 million to 236 million.</p><p><blockquote>迪士尼的流媒体业务是最近下调目标价的主要因素。在可预见的未来，对Disney+用户数量的估计已经下降。富国银行（Wells Fargo）的分析师将本季度预计的 1350 万新增人口降至仅 200 万，同时还将 2024 年的预测值从 2.56 亿下调至 2.36 亿。</blockquote></p><p> The analyst&nbsp;offered&nbsp;the following insight:</p><p><blockquote>分析师提供了以下见解：</blockquote></p><p>   “Recent commentary around F4Q21 Disney+ net adds has cast a spotlight on what it will take for DIS to reach FY24 subscriber guidance. We think investors now have some causes for concern. […] Our price target falls as we reset our sub numbers.”  <b>CEO Bob Chapek’s forecast</b></p><p><blockquote>“最近围绕 2021 财年第四季度 Disney+ 净增的评论让人们关注到 DIS 需要什么才能达到 2024 财年的订户指导。我们认为投资者现在有一些理由感到担忧。[...] 随着我们重置子公司数量，我们的目标价也会下降。”<b>首席执行官鲍勃·查佩克的预测</b></blockquote></p><p> According to the company's CEO Bob Chapek, subscriber growth this quarter is unlikely to meet the market’s aggressive expectations. Bob also said that some of the reasons for the slowdown in growth include Hotstar's low penetration in India and difficulties in finding partners in Latin America.</p><p><blockquote>据该公司首席执行官鲍勃-查佩克（Bob Chapek）称，本季度的用户增长不太可能达到市场的积极预期。Bob还表示，增长放缓的部分原因包括Hotstar在印度的渗透率低，以及在拉丁美洲寻找合作伙伴的困难。</blockquote></p><p> Despite short-term challenges, Disney has yet to change its subscriber projections for 2024, currently set at 230 million to 260 million members.</p><p><blockquote>尽管面临短期挑战，迪士尼尚未改变其 2024 年订户预测，目前订户数量为 2.3 亿至 2.6 亿。</blockquote></p><p> <b>What's happening with DIS?</b></p><p><blockquote><b>迪斯怎么了？</b></blockquote></p><p> While the pandemic dragged Disney stock early last year due to the closing of theme parks and movie theaters, shares still climbed in 2020. The company managed to grow its nascent streaming business, which helped to fuel investor sentiment.</p><p><blockquote>尽管去年年初，由于主题公园和电影院关闭，疫情拖累了迪士尼股价，但2020年股价仍在攀升。该公司成功发展了新兴的流媒体业务，这有助于提振投资者情绪。</blockquote></p><p> However, the stay-at-home habits have started to faze, and Disney is caught between a rock and a hard place. The company’s operations have not fully returned to normal levels (e.g., cruise ships are only now starting to sail again), while the buzz around the streaming segment has been losing steam.</p><p><blockquote>然而，呆在家里的习惯已经开始困扰，迪士尼进退两难。该公司的运营尚未完全恢复到正常水平（例如，游轮现在才开始再次航行），而围绕流媒体领域的热议也在逐渐减弱。</blockquote></p><p> Since the beginning of 2021, DIS share price has remained stuck in the $170s, with a Q1 rally proving to be short lived.</p><p><blockquote>自2021年初以来，DIS股价一直停留在170美元左右，第一季度的涨势被证明是短暂的。</blockquote></p><p> <b>What Wall Street says</b></p><p><blockquote><b>华尔街怎么说</b></blockquote></p><p> Despite the recent price target revisions, analysts still think that DIS is a buy,according&nbsp;to TipRanks. Out of the 19 professionals covering the stock, 15 are still bullish, while only 4 have a neutral rating. None of the analysts recommend selling the stock.</p><p><blockquote>TipRanks 表示，尽管最近修改了目标价，但分析师仍然认为 DIS 值得买入。在报道该股的 19 位专业人士中，15 位仍然看好该股，而只有 4 位给予中性评级。没有分析师建议出售该股票。</blockquote></p><p> The highest price suggested by analysts is $263, while the lowest is $175. At the average price target of $215, Wall Street collectively hints at upside potential of over 25% from current levels.</p><p><blockquote>分析师建议的最高价为263美元，最低价为175美元。平均目标价为 215 美元，华尔街集体暗示当前水平的上涨潜力超过 25%。</blockquote></p><p> <b>Our take</b></p><p><blockquote><b>我们的看法</b></blockquote></p><p> We maintain our opinion that DIS shares still have room to rise in the next several months.</p><p><blockquote>我们坚持认为，DIS 股价在未来几个月仍有上涨空间。</blockquote></p><p> Disney continues to be a great company with one of the best content libraries, plenty of opportunities in streaming and an imminent rebound in parks, hotel, and cruise activity. On Disney+, despite the reduced subscriber number expected for this quarter, Disney could still deliver its longer-term goal by 2024.</p><p><blockquote>迪士尼仍然是一家伟大的公司，拥有最好的内容库之一，大量的流媒体机会，公园、酒店和游轮活动即将反弹。在 Disney+ 上，尽管预计本季度用户数量有所减少，但迪士尼仍可在 2024 年实现其长期目标。</blockquote></p><p> Once short-term challenges are left behind, we think that the market will once again turn to DIS for an investment opportunity – especially given current prices that are a substantial 15% below all-time highs.</p><p><blockquote>一旦短期挑战过去，我们认为市场将再次转向DIS寻找投资机会——特别是考虑到当前价格比历史高点低15%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/streaming/dis/disney-stock-wall-street-is-cautious-should-investors-worry\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.thestreet.com/streaming/dis/disney-stock-wall-street-is-cautious-should-investors-worry","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138624053","content_text":"A couple of analysts have cut their price targets on Disney stock due to lower expectations on streaming subscriber growth. Should investors be concerned?\nLast month, Steven Cahall, an analyst at Wells Fargo,lowered his Disney stock target price from $216 to $203. On that same day, shares fell by nearly 2%. More recently, Barclay’s research teamdowngradedDIS to hold, reducing the proportion of sell-side bulls to 79% of the coverage universe.\nToday, we discuss Wall Street’s caution towards this stock that has struggled to gain traction lately, and whether investors should be worried.\nFigure 1: Disney+ logo.\nThe reason for the price target cuts\nDisney’s streaming business has been the main factor behind the recent price target cuts. Estimates for the number of Disney+ subscribers for the foreseeable future have dropped. Wells Fargo’s analyst has reduced his projected 13.5 million new adds this quarter to only 2 million, while also slashing 2024 estimates from 256 million to 236 million.\nThe analyst offered the following insight:\n\n “Recent commentary around F4Q21 Disney+ net adds has cast a spotlight on what it will take for DIS to reach FY24 subscriber guidance. We think investors now have some causes for concern. […] Our price target falls as we reset our sub numbers.”\n\nCEO Bob Chapek’s forecast\nAccording to the company's CEO Bob Chapek, subscriber growth this quarter is unlikely to meet the market’s aggressive expectations. Bob also said that some of the reasons for the slowdown in growth include Hotstar's low penetration in India and difficulties in finding partners in Latin America.\nDespite short-term challenges, Disney has yet to change its subscriber projections for 2024, currently set at 230 million to 260 million members.\nWhat's happening with DIS?\nWhile the pandemic dragged Disney stock early last year due to the closing of theme parks and movie theaters, shares still climbed in 2020. The company managed to grow its nascent streaming business, which helped to fuel investor sentiment.\nHowever, the stay-at-home habits have started to faze, and Disney is caught between a rock and a hard place. The company’s operations have not fully returned to normal levels (e.g., cruise ships are only now starting to sail again), while the buzz around the streaming segment has been losing steam.\nSince the beginning of 2021, DIS share price has remained stuck in the $170s, with a Q1 rally proving to be short lived.\nWhat Wall Street says\nDespite the recent price target revisions, analysts still think that DIS is a buy,according to TipRanks. Out of the 19 professionals covering the stock, 15 are still bullish, while only 4 have a neutral rating. None of the analysts recommend selling the stock.\nThe highest price suggested by analysts is $263, while the lowest is $175. At the average price target of $215, Wall Street collectively hints at upside potential of over 25% from current levels.\nOur take\nWe maintain our opinion that DIS shares still have room to rise in the next several months.\nDisney continues to be a great company with one of the best content libraries, plenty of opportunities in streaming and an imminent rebound in parks, hotel, and cruise activity. On Disney+, despite the reduced subscriber number expected for this quarter, Disney could still deliver its longer-term goal by 2024.\nOnce short-term challenges are left behind, we think that the market will once again turn to DIS for an investment opportunity – especially given current prices that are a substantial 15% below all-time highs.","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851901574,"gmtCreate":1634862160899,"gmtModify":1634862161057,"author":{"id":"3575578461321661","authorId":"3575578461321661","name":"TCX","avatar":"https://static.tigerbbs.com/be270b30ebeb82b3889ba3b9732f72fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575578461321661","authorIdStr":"3575578461321661"},"themes":[],"title":"","htmlText":"Please like thanks.&nbsp;","listText":"Please like thanks.&nbsp;","text":"Please like thanks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/851901574","repostId":"2177462128","repostType":4,"isVote":1,"tweetType":1,"viewCount":845,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857806192,"gmtCreate":1635516219790,"gmtModify":1635516219790,"author":{"id":"3575578461321661","authorId":"3575578461321661","name":"TCX","avatar":"https://static.tigerbbs.com/be270b30ebeb82b3889ba3b9732f72fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575578461321661","authorIdStr":"3575578461321661"},"themes":[],"title":"","htmlText":"Amazing","listText":"Amazing","text":"Amazing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857806192","repostId":"1133473175","repostType":4,"repost":{"id":"1133473175","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":1635515330,"share":"https://www.laohunote.com/m/news/1133473175?lang=zh_CN&edition=full","pubTime":"2021-10-29 21:48","market":"us","language":"en","title":"Musk is worth more than 300 billion US dollars while Bezos is worth less than $200 billion<blockquote>马斯克身价超过3000亿美元，而贝佐斯身价不到2000亿美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133473175","media":"Tiger Newspress","summary":"Tesla rose a little while Amazon tumbled over 3% in morning trading.\nAccording to Bloomberg Billiona","content":"<p>Tesla&nbsp;rose&nbsp;a&nbsp;little&nbsp;while&nbsp;Amazon&nbsp;tumbled&nbsp;over&nbsp;3%&nbsp;in&nbsp;morning&nbsp;trading.<img src=\"https://static.tigerbbs.com/448fd2bf6f97ed348d5d3ead2d23c237\" tg-width=\"766\" tg-height=\"561\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/99e3d890f3e9b6d7e5cb2fb4a9e1ef78\" tg-width=\"760\" tg-height=\"569\" width=\"100%\" height=\"auto\"></p><p><blockquote>特斯拉小幅上涨，而亚马逊在早盘交易中暴跌超过 3%。</blockquote></p><p> According to Bloomberg Billionaire Index, Musk is currently worth $301.8 billion, while Bezos is worth less than $200 billion.</p><p><blockquote>根据彭博亿万富翁指数，马斯克目前身价3018亿美元，而贝索斯身价不到2000亿美元。</blockquote></p><p> Amazon's&nbsp;financial report&nbsp;showed&nbsp;that&nbsp;its&nbsp;sales&nbsp;in&nbsp;the third quarter&nbsp;rose 12% to $110.8 billion, compared with $96.1 billion in the second quarter of 2020. The figure was lower than Wall Street's previous forecast of $111.81 billion in net sales, and was thought to be the result of slowing growth after the surge in online shopping.Its&nbsp;Net profit was US $3.2 billion, down 50.2% from US $6.3 billion in the same period last year.Among them, product sales were US $54.88 billion, up 4% year-on-year, and service sales were US $55.93 billion, up 29% year-on-year.</p><p><blockquote>亚马逊财报显示，其第三季度销售额增长12%，达到1108亿美元，而2020年第二季度为961亿美元。该数字低于华尔街此前预测的1118.1亿美元净销售额，被认为是网购激增后增长放缓的结果。其净利润为32亿美元，较去年同期的63亿美元下降50.2%。其中，产品销售额为548.8亿美元，同比增长4%，服务销售额为559.3亿美元，同比增长29%。</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>Musk is worth more than 300 billion US dollars while Bezos is worth less than $200 billion<blockquote>马斯克身价超过3000亿美元，而贝佐斯身价不到2000亿美元</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\nMusk is worth more than 300 billion US dollars while Bezos is worth less than $200 billion<blockquote>马斯克身价超过3000亿美元，而贝佐斯身价不到2000亿美元</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\">2021-10-29 21:48</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla&nbsp;rose&nbsp;a&nbsp;little&nbsp;while&nbsp;Amazon&nbsp;tumbled&nbsp;over&nbsp;3%&nbsp;in&nbsp;morning&nbsp;trading.<img src=\"https://static.tigerbbs.com/448fd2bf6f97ed348d5d3ead2d23c237\" tg-width=\"766\" tg-height=\"561\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/99e3d890f3e9b6d7e5cb2fb4a9e1ef78\" tg-width=\"760\" tg-height=\"569\" width=\"100%\" height=\"auto\"></p><p><blockquote>特斯拉小幅上涨，而亚马逊在早盘交易中暴跌超过 3%。</blockquote></p><p> According to Bloomberg Billionaire Index, Musk is currently worth $301.8 billion, while Bezos is worth less than $200 billion.</p><p><blockquote>根据彭博亿万富翁指数，马斯克目前身价3018亿美元，而贝索斯身价不到2000亿美元。</blockquote></p><p> Amazon's&nbsp;financial report&nbsp;showed&nbsp;that&nbsp;its&nbsp;sales&nbsp;in&nbsp;the third quarter&nbsp;rose 12% to $110.8 billion, compared with $96.1 billion in the second quarter of 2020. The figure was lower than Wall Street's previous forecast of $111.81 billion in net sales, and was thought to be the result of slowing growth after the surge in online shopping.Its&nbsp;Net profit was US $3.2 billion, down 50.2% from US $6.3 billion in the same period last year.Among them, product sales were US $54.88 billion, up 4% year-on-year, and service sales were US $55.93 billion, up 29% year-on-year.</p><p><blockquote>亚马逊财报显示，其第三季度销售额增长12%，达到1108亿美元，而2020年第二季度为961亿美元。该数字低于华尔街此前预测的1118.1亿美元净销售额，被认为是网购激增后增长放缓的结果。其净利润为32亿美元，较去年同期的63亿美元下降50.2%。其中，产品销售额为548.8亿美元，同比增长4%，服务销售额为559.3亿美元，同比增长29%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133473175","content_text":"Tesla rose a little while Amazon tumbled over 3% in morning trading.\nAccording to Bloomberg Billionaire Index, Musk is currently worth $301.8 billion, while Bezos is worth less than $200 billion.\nAmazon's financial report showed that its sales in the third quarter rose 12% to $110.8 billion, compared with $96.1 billion in the second quarter of 2020. The figure was lower than Wall Street's previous forecast of $111.81 billion in net sales, and was thought to be the result of slowing growth after the surge in online shopping.Its Net profit was US $3.2 billion, down 50.2% from US $6.3 billion in the same period last year.Among them, product sales were US $54.88 billion, up 4% year-on-year, and service sales were US $55.93 billion, up 29% year-on-year.","news_type":1,"symbols_score_info":{"TSLA":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855011550,"gmtCreate":1635312881397,"gmtModify":1635312881446,"author":{"id":"3575578461321661","authorId":"3575578461321661","name":"TCX","avatar":"https://static.tigerbbs.com/be270b30ebeb82b3889ba3b9732f72fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575578461321661","authorIdStr":"3575578461321661"},"themes":[],"title":"","htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855011550","repostId":"1124505799","repostType":4,"isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}