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KSHoSG

KSHoSG

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0勋章

2021-05-04

[惊讶]

Bill and Melinda Gates are getting divorced. Here are some stocks they owned<blockquote>比尔和梅林达·盖茨要离婚了。以下是他们拥有的一些股票</blockquote>

2021-03-20

[鬼脸]

1 Stock Warren Buffett and Cathie Wood Have in Common and 1 They Should<blockquote>沃伦·巴菲特和凯西·伍德共有1只股票，他们应该有1只股票</blockquote>

2021-02-06

Something to watch out for in 2021!

抱歉，原内容已删除

2021-04-23

[惊吓]

Why Inovio Stock Is Crashing Today<blockquote>为什么Inovio股票今天暴跌</blockquote>

2021-04-22

[惊讶]

抱歉，原内容已删除

2021-03-22

[呆住]

抱歉，原内容已删除

2021-03-20

Concerning to consider.

Tech Stocks Are Falling Fast, Here Are 4 Cyclical Stocks That Are Still Cheap<blockquote>科技股快速下跌，这里有4只周期股仍然便宜</blockquote>

2021-03-12

[开心]

抱歉，原内容已删除

2021-03-11

[财迷]

抱歉，原内容已删除

2021-03-10

This raises great concern for cyber security.

抱歉，原内容已删除

去老虎APP查看更多动态

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investment\" in the platform with more than 140 million monthly users, many of them game enthusiasts, according to Jim Ryan, president of the tech titan's game arm.</p><p><blockquote>索尼互动娱乐公司游戏部门总裁吉姆·瑞安(Jim Ryan)表示，索尼互动娱乐公司(Sony Interactive Entertainment)对该平台进行了“少数投资”，该平台每月拥有超过1.4亿用户，其中许多是游戏爱好者。</blockquote></p><p> The news followed reports that Discord had terminated acquisition talks with Xbox producer Microsoft while other firms expressed interest in partnering with the service.</p><p><blockquote>此前有报道称，Discord已经终止了与Xbox生产商微软的收购谈判，而其他公司也表示有兴趣与该服务合作。</blockquote></p><p> Sony and Discord did not say how much the deal was worth or other details.</p><p><blockquote>索尼和Discord没有透露这笔交易的价值或其他细节。</blockquote></p><p> \"Our goal is to bring the Discord and PlayStation experiences closer together on console and mobile starting early next year, allowing friends, groups, and communities to hang out, have fun, and communicate more easily while playing games together,\" Mr Ryan said in a statement dated Monday.</p><p><blockquote>瑞安表示：“我们的目标是从明年初开始，将Discord和PlayStation在主机和移动设备上的体验更加紧密地结合在一起，让朋友、团体和社区在一起玩游戏时更轻松地闲逛、享受乐趣和交流。”周一的一份声明。</blockquote></p><p> \"Together, our teams are already hard at work connecting Discord with your social and gaming experience on PlayStation Network,\" he said.</p><p><blockquote>“我们的团队已经在努力将Discord与您在PlayStation Network上的社交和游戏体验联系起来，”他说。</blockquote></p><p> Other details will be shared \"in the coming months\", he added.</p><p><blockquote>他补充说，其他细节将在“未来几个月”分享。</blockquote></p><p> Discord, which is based in San Francisco, allows its users to exchange text, audio and video for free.</p><p><blockquote>总部位于旧金山的Discord允许其用户免费交换文本、音频和视频。</blockquote></p><p> Sony Group released its much-anticipated PlayStation 5 console in November.</p><p><blockquote>索尼集团在11月发布了备受期待的PlayStation 5游戏机。</blockquote></p><p> The Japan-based conglomerate last week announced its biggest-ever annual net profit, driven by its games arm as people around the world were forced to entertain themselves at home during coronavirus lockdowns.</p><p><blockquote>这家总部位于日本的企业集团上周宣布了有史以来最大的年度净利润，这得益于其游戏部门的推动，因为在冠状病毒封锁期间，世界各地的人们被迫在家自娱自乐。</blockquote></p><p></p>","source":"lsy1605843958005","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>Sony to integrate Discord chat app into PlayStation<blockquote>索尼将Discord聊天应用程序集成到PlayStation中</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\">\nSony to integrate Discord chat app into PlayStation<blockquote>索尼将Discord聊天应用程序集成到PlayStation中</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">AFP</strong><span class=\"h-time small\">2021-05-04 17:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>[TOKYO] Sony Group has said it has invested in popular chat app Discord and was looking to get it into the PlayStation next year.</p><p><blockquote>[东京]索尼集团表示，它已经投资了流行的聊天应用Discord，并希望明年将其引入PlayStation。</blockquote></p><p> Sony Interactive Entertainment made a \"minority investment\" in the platform with more than 140 million monthly users, many of them game enthusiasts, according to Jim Ryan, president of the tech titan's game arm.</p><p><blockquote>索尼互动娱乐公司游戏部门总裁吉姆·瑞安(Jim Ryan)表示，索尼互动娱乐公司(Sony Interactive Entertainment)对该平台进行了“少数投资”，该平台每月拥有超过1.4亿用户，其中许多是游戏爱好者。</blockquote></p><p> The news followed reports that Discord had terminated acquisition talks with Xbox producer Microsoft while other firms expressed interest in partnering with the service.</p><p><blockquote>此前有报道称，Discord已经终止了与Xbox生产商微软的收购谈判，而其他公司也表示有兴趣与该服务合作。</blockquote></p><p> Sony and Discord did not say how much the deal was worth or other details.</p><p><blockquote>索尼和Discord没有透露这笔交易的价值或其他细节。</blockquote></p><p> \"Our goal is to bring the Discord and PlayStation experiences closer together on console and mobile starting early next year, allowing friends, groups, and communities to hang out, have fun, and communicate more easily while playing games together,\" Mr Ryan said in a statement dated Monday.</p><p><blockquote>瑞安表示：“我们的目标是从明年初开始，将Discord和PlayStation在主机和移动设备上的体验更加紧密地结合在一起，让朋友、团体和社区在一起玩游戏时更轻松地闲逛、享受乐趣和交流。”周一的一份声明。</blockquote></p><p> \"Together, our teams are already hard at work connecting Discord with your social and gaming experience on PlayStation Network,\" he said.</p><p><blockquote>“我们的团队已经在努力将Discord与您在PlayStation Network上的社交和游戏体验联系起来，”他说。</blockquote></p><p> Other details will be shared \"in the coming months\", he added.</p><p><blockquote>他补充说，其他细节将在“未来几个月”分享。</blockquote></p><p> Discord, which is based in San Francisco, allows its users to exchange text, audio and video for free.</p><p><blockquote>总部位于旧金山的Discord允许其用户免费交换文本、音频和视频。</blockquote></p><p> Sony Group released its much-anticipated PlayStation 5 console in November.</p><p><blockquote>索尼集团在11月发布了备受期待的PlayStation 5游戏机。</blockquote></p><p> The Japan-based conglomerate last week announced its biggest-ever annual net profit, driven by its games arm as people around the world were forced to entertain themselves at home during coronavirus lockdowns.</p><p><blockquote>这家总部位于日本的企业集团上周宣布了有史以来最大的年度净利润，这得益于其游戏部门的推动，因为在冠状病毒封锁期间，世界各地的人们被迫在家自娱自乐。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.businesstimes.com.sg/technology/sony-to-integrate-discord-chat-app-into-playstation\">AFP</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":{"SONY":"索尼"},"source_url":"https://www.businesstimes.com.sg/technology/sony-to-integrate-discord-chat-app-into-playstation","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172659356","content_text":"[TOKYO] Sony Group has said it has invested in popular chat app Discord and was looking to get it into the PlayStation next year.\nSony Interactive Entertainment made a \"minority investment\" in the platform with more than 140 million monthly users, many of them game enthusiasts, according to Jim Ryan, president of the tech titan's game arm.\nThe news followed reports that Discord had terminated acquisition talks with Xbox producer Microsoft while other firms expressed interest in partnering with the service.\nSony and Discord did not say how much the deal was worth or other details.\n\"Our goal is to bring the Discord and PlayStation experiences closer together on console and mobile starting early next year, allowing friends, groups, and communities to hang out, have fun, and communicate more easily while playing games together,\" Mr Ryan said in a statement dated Monday.\n\"Together, our teams are already hard at work connecting Discord with your social and gaming experience on PlayStation Network,\" he said.\nOther details will be shared \"in the coming months\", he added.\nDiscord, which is based in San Francisco, allows its users to exchange text, audio and video for free.\nSony Group released its much-anticipated PlayStation 5 console in November.\nThe Japan-based conglomerate last week announced its biggest-ever annual net profit, driven by its games arm as people around the world were forced to entertain themselves at home during coronavirus lockdowns.","news_type":1,"symbols_score_info":{"SONY":0.9}},"isVote":1,"tweetType":1,"viewCount":2406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106297860,"gmtCreate":1620120986950,"gmtModify":1634207665083,"author":{"id":"3575616552570301","authorId":"3575616552570301","name":"KSHoSG","avatar":"https://static.tigerbbs.com/f9e9c60ddd65dd7dca218423e8951ee3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575616552570301","idStr":"3575616552570301"},"themes":[],"htmlText":"[惊讶]&nbsp;","listText":"[惊讶]&nbsp;","text":"[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/106297860","repostId":"1141446343","repostType":4,"repost":{"id":"1141446343","kind":"news","pubTimestamp":1620108260,"share":"https://www.laohu8.com/m/news/1141446343?lang=zh_CN&edition=full","pubTime":"2021-05-04 14:04","market":"us","language":"en","title":"Bill and Melinda Gates are getting divorced. Here are some stocks they owned<blockquote>比尔和梅林达·盖茨要离婚了。以下是他们拥有的一些股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1141446343","media":"seeking alpha","summary":"Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoftfounder and his partner of 27 years may send shockwaves across their projects.In the latest13F filingfrom the Bill and Melinda Gates Foundation Trust for the period ended 12/31/20, top holdings by value in descending order included Berkshire Hathaway, Waste Management, Caterpillar, Canadian National, Walmart, EcoLab, Crown Castle, ","content":"<p><ul><li>Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoft(NASDAQ:MSFT)founder and his partner of 27 years may send shockwaves across their projects.</li><li>In the latest13F filingfrom the Bill and Melinda Gates Foundation Trust for the period ended 12/31/20, top holdings by value in descending order included Berkshire Hathaway(NYSE:BRK.B), Waste Management(NYSE:WM), Caterpillar(NYSE:CAT), Canadian National(NYSE:CNI), Walmart(NYSE:WMT), EcoLab(NYSE:ECL), Crown Castle(NYSE:CCI), Fedex(NYSE:FDX)and UPS(NYSE:UPS).</li><li><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> stocks in which the foundation has a large stake (more than 10% of shares outstanding) included Schrodinger(NASDAQ:SDGR)and Coca-Cola Femsa(NYSE:KOF).</li><li>Most of the other holdings were below $1 billion in market value and their ownership consisted of less than 3% of shares outstanding in the associated stock.</li><li>The Bill and Melinda Gates Foundation, in their latestquarterly filing, disclosed ownership stakes in Amyris(NASDAQ:AMRS), Vir Biotech(NASDAQ:VIR), BionTech(NASDAQ:BNTX), Curevac(NASDAQ:CVAC)and <a href=\"https://laohu8.com/S/BCEL\">Atreca</a>(NASDAQ:BCEL).</li><li>Our readers may recall when the world's richest person, Jeff Bezos, and his partner Mackenzie Scottcalled it quits two years ago.&nbsp;This is how their wealth ended upsplit between them.</li></ul></p><p><blockquote><ul><li>尽管这对夫妇在一份声明中向公众保证，尽管结束了婚姻，他们仍将继续在基金会合作，但有关微软（纳斯达克：MSFT）创始人和他27年的合作伙伴的消息可能会给他们的项目带来冲击波。</li><li>在比尔和梅琳达·盖茨基金会信托基金截至2020年12月31日的最新13F文件中，按价值降序排列的最大持股包括伯克希尔·哈撒韦公司(NYSE：BRK.B)、废物管理公司(NYSE：WM)、卡特彼勒(NYSE：CAT)、加拿大国家航空公司(NYSE：CNI)、沃尔玛(NYSE：WMT)、艺康(NYSE：ECL)、皇冠城堡(NYSE：CCI)、联邦快递(NYSE：FDX)和UPS(NYSE：UPS)。</li><li><a href=\"https://laohu8.com/S/TWOA.U\">两个</a>该基金会持有大量股份（超过已发行股票的10%）的股票包括薛定谔（纳斯达克股票代码：SDGR）和可口可乐Femsa（纽约证券交易所股票代码：KOF）。</li><li>大多数其他持股的市值低于10亿美元，其所有权仅占相关股票已发行股份的不到3%。</li><li>比尔和梅琳达·盖茨基金会在最新的季度文件中披露了Amyris（纳斯达克：AMRS）、Vir Biotech（纳斯达克：VIR）、BionTech（纳斯达克：BNTX）、Curevac（纳斯达克：CVAC）和<a href=\"https://laohu8.com/S/BCEL\">阿特雷卡</a>（纳斯达克：BCEL）。</li><li>我们的读者可能还记得两年前世界首富杰夫·贝索斯和他的合伙人麦肯兹·斯科特宣布分手的时候。他们的财富就是这样在他们之间分配的。</li></ul></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>Bill and Melinda Gates are getting divorced. Here are some stocks they owned<blockquote>比尔和梅林达·盖茨要离婚了。以下是他们拥有的一些股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBill and Melinda Gates are getting divorced. Here are some stocks they owned<blockquote>比尔和梅林达·盖茨要离婚了。以下是他们拥有的一些股票</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\">2021-05-04 14:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul><li>Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoft(NASDAQ:MSFT)founder and his partner of 27 years may send shockwaves across their projects.</li><li>In the latest13F filingfrom the Bill and Melinda Gates Foundation Trust for the period ended 12/31/20, top holdings by value in descending order included Berkshire Hathaway(NYSE:BRK.B), Waste Management(NYSE:WM), Caterpillar(NYSE:CAT), Canadian National(NYSE:CNI), Walmart(NYSE:WMT), EcoLab(NYSE:ECL), Crown Castle(NYSE:CCI), Fedex(NYSE:FDX)and UPS(NYSE:UPS).</li><li><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> stocks in which the foundation has a large stake (more than 10% of shares outstanding) included Schrodinger(NASDAQ:SDGR)and Coca-Cola Femsa(NYSE:KOF).</li><li>Most of the other holdings were below $1 billion in market value and their ownership consisted of less than 3% of shares outstanding in the associated stock.</li><li>The Bill and Melinda Gates Foundation, in their latestquarterly filing, disclosed ownership stakes in Amyris(NASDAQ:AMRS), Vir Biotech(NASDAQ:VIR), BionTech(NASDAQ:BNTX), Curevac(NASDAQ:CVAC)and <a href=\"https://laohu8.com/S/BCEL\">Atreca</a>(NASDAQ:BCEL).</li><li>Our readers may recall when the world's richest person, Jeff Bezos, and his partner Mackenzie Scottcalled it quits two years ago.&nbsp;This is how their wealth ended upsplit between them.</li></ul></p><p><blockquote><ul><li>尽管这对夫妇在一份声明中向公众保证，尽管结束了婚姻，他们仍将继续在基金会合作，但有关微软（纳斯达克：MSFT）创始人和他27年的合作伙伴的消息可能会给他们的项目带来冲击波。</li><li>在比尔和梅琳达·盖茨基金会信托基金截至2020年12月31日的最新13F文件中，按价值降序排列的最大持股包括伯克希尔·哈撒韦公司(NYSE：BRK.B)、废物管理公司(NYSE：WM)、卡特彼勒(NYSE：CAT)、加拿大国家航空公司(NYSE：CNI)、沃尔玛(NYSE：WMT)、艺康(NYSE：ECL)、皇冠城堡(NYSE：CCI)、联邦快递(NYSE：FDX)和UPS(NYSE：UPS)。</li><li><a href=\"https://laohu8.com/S/TWOA.U\">两个</a>该基金会持有大量股份（超过已发行股票的10%）的股票包括薛定谔（纳斯达克股票代码：SDGR）和可口可乐Femsa（纽约证券交易所股票代码：KOF）。</li><li>大多数其他持股的市值低于10亿美元，其所有权仅占相关股票已发行股份的不到3%。</li><li>比尔和梅琳达·盖茨基金会在最新的季度文件中披露了Amyris（纳斯达克：AMRS）、Vir Biotech（纳斯达克：VIR）、BionTech（纳斯达克：BNTX）、Curevac（纳斯达克：CVAC）和<a href=\"https://laohu8.com/S/BCEL\">阿特雷卡</a>（纳斯达克：BCEL）。</li><li>我们的读者可能还记得两年前世界首富杰夫·贝索斯和他的合伙人麦肯兹·斯科特宣布分手的时候。他们的财富就是这样在他们之间分配的。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3689813-bill-and-melinda-gates-are-getting-divorced-here-are-some-stocks-they-owned\">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":{"BNTX":"BioNTech SE","SDGR":"Schrodinger Inc.","UPS":"联合包裹","WM":"美国废物管理","KOF":"可口可乐凡萨瓶装","CNI":"加拿大国家铁路","MSFT":"微软","BRK.B":"伯克希尔B","WCLD":"WisdomTree Cloud Computing Fund","VIR":"Vir Biotechnology, Inc.","CAT":"卡特彼勒","CCI":"冠城","WMT":"沃尔玛","AMRS":"阿米瑞斯","CVAC":"CureVac B.V.","FDX":"联邦快递"},"source_url":"https://seekingalpha.com/news/3689813-bill-and-melinda-gates-are-getting-divorced-here-are-some-stocks-they-owned","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141446343","content_text":"Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoft(NASDAQ:MSFT)founder and his partner of 27 years may send shockwaves across their projects.In the latest13F filingfrom the Bill and Melinda Gates Foundation Trust for the period ended 12/31/20, top holdings by value in descending order included Berkshire Hathaway(NYSE:BRK.B), Waste Management(NYSE:WM), Caterpillar(NYSE:CAT), Canadian National(NYSE:CNI), Walmart(NYSE:WMT), EcoLab(NYSE:ECL), Crown Castle(NYSE:CCI), Fedex(NYSE:FDX)and UPS(NYSE:UPS).Two stocks in which the foundation has a large stake (more than 10% of shares outstanding) included Schrodinger(NASDAQ:SDGR)and Coca-Cola Femsa(NYSE:KOF).Most of the other holdings were below $1 billion in market value and their ownership consisted of less than 3% of shares outstanding in the associated stock.The Bill and Melinda Gates Foundation, in their latestquarterly filing, disclosed ownership stakes in Amyris(NASDAQ:AMRS), Vir Biotech(NASDAQ:VIR), BionTech(NASDAQ:BNTX), Curevac(NASDAQ:CVAC)and Atreca(NASDAQ:BCEL).Our readers may recall when the world's richest person, Jeff Bezos, and his partner Mackenzie Scottcalled it quits two years ago. This is how their wealth ended upsplit between them.","news_type":1,"symbols_score_info":{"BCEL":0.9,"CAT":0.9,"KOF":0.9,"CVAC":0.9,"FDX":0.9,"WM":0.9,"BNTX":0.9,"CNI":0.9,"CCI":0.9,"SDGR":0.9,"MSFT":0.9,"WMT":0.9,"BRK.B":0.9,"AMRS":0.9,"WCLD":0.9,"UPS":0.9,"VIR":0.9}},"isVote":1,"tweetType":1,"viewCount":4116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372889961,"gmtCreate":1619190731253,"gmtModify":1634287860222,"author":{"id":"3575616552570301","authorId":"3575616552570301","name":"KSHoSG","avatar":"https://static.tigerbbs.com/f9e9c60ddd65dd7dca218423e8951ee3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575616552570301","idStr":"3575616552570301"},"themes":[],"htmlText":"[惊吓]&nbsp;","listText":"[惊吓]&nbsp;","text":"[惊吓]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372889961","repostId":"1162382068","repostType":4,"repost":{"id":"1162382068","kind":"news","pubTimestamp":1619186302,"share":"https://www.laohu8.com/m/news/1162382068?lang=zh_CN&edition=full","pubTime":"2021-04-23 21:58","market":"us","language":"en","title":"Apple Stock Bear Sounds The Alarm: Expect 13% Decline<blockquote>苹果股市熊市敲响警钟：预计下跌13%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1162382068","media":"TheStreet","summary":"Even Apple bulls should understand the bear case on the stock. One Wall Street analyst has recently ","content":"<p>Even Apple bulls should understand the bear case on the stock. One Wall Street analyst has recently explained why Apple share price could decline by 13% to $115 apiece.</p><p><blockquote>即使是苹果的多头也应该了解该股的熊市情况。一位华尔街分析师最近解释了为什么苹果股价可能下跌13%至每股115美元。</blockquote></p><p> It is rare to read or hear from an Apple stock bear on Wall Street. When ithappens, I like to pay close attention.I think it is important to understand&nbsp;the devil’s advocate case to investing in a company with such strong business fundamentals.</p><p><blockquote>很少读到或听到华尔街看空苹果股票的消息。当它发生时，我喜欢密切关注。我认为了解魔鬼代言人对于投资一家业务基本面如此强劲的公司非常重要。</blockquote></p><p> Following Apple’s Spring Loaded event, Wolfe Research analyst Jeff Kvaal published a note discussing his main takeaways. I was mostly interested not in his “hot takes” on the event, but in why the sell-side expert thinks that Apple shares are worth only $115 – representing 13% downside risk.</p><p><blockquote>在苹果的Spring Loaded活动之后，Wolfe Research分析师Jeff Kvaal发表了一份报告，讨论了他的主要观点。我最感兴趣的不是他对这一事件的“热门观点”，而是为什么卖方专家认为苹果股票仅值115美元——这意味着13%的下行风险。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8e4c7c9ed80330b554bb91087bf6ee0\" tg-width=\"1240\" tg-height=\"827\"><span>Figure 1: Apple's Spring Loaded event logo.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：苹果的弹簧加载活动标志。</span></p></blockquote></p><p> <b>Some bullishness first</b></p><p><blockquote><b>首先是一些看涨</b></blockquote></p><p> In its note, Wolfe Research presented what seemed to be positive reactions to Apple’s product refresh event of April 20. Here are some key observations from the analyst:</p><p><blockquote>Wolfe Research在其报告中介绍了对苹果4月20日产品更新活动的积极反应。以下是分析师的一些关键观察结果：</blockquote></p><p> <ul>  <li><b>The M1-equipped iMac</b>&nbsp;was a good surprise, since the last refresh had happened as recently as August 2020. I believe that,with the introduction of its new M1 chip&nbsp;and redesigned architecture, Apple will continue to accelerate product innovation.</li>  <li><b>The iPad Pro</b>&nbsp;was also redesigned around the M1 silicon, rather than the traditional A-series chip. Once again, I see Apple looking for an edge in product innovation as a way to keep demand for its devices elevated in the post-pandemic period.</li>  <li><b>The purple iPhone 12</b>&nbsp;was Apple’s first stand-alone, off-cycle smartphone. With&nbsp;the 12 mini allegedly struggling&nbsp;to find traction, maybe the Cupertino company saw an opportunity to increase entry-level iPhone sales by simply introducing a prettier-looking case.</li> </ul> The analyst summarized his main observations about Spring Loaded with this quote:</p><p><blockquote><ul><li><b>配备M1的iMac</b>这是一个很好的惊喜，因为上一次刷新发生在2020年8月。我相信，随着其全新M1芯片和重新设计的架构的推出，苹果将继续加速产品创新。</li><li><b>iPad Pro</b>也围绕M1芯片进行了重新设计，而不是传统的A系列芯片。我再次看到苹果在产品创新方面寻求优势，以此作为在大流行后时期保持对其设备需求的一种方式。</li><li><b>紫色iPhone 12</b>是苹果第一款独立的非周期智能手机。据称，12 mini正在努力寻找吸引力，也许这家库比蒂诺公司看到了通过简单地推出更漂亮的外壳来增加入门级iPhone销量的机会。</li></ul>这位分析师用这句话总结了他对Spring的主要观察：</blockquote></p><p>   “M1 expansion, not new products, is our key positive takeaway.”  <b>Why Apple stock could correct</b></p><p><blockquote>“M1扩张，而不是新产品，是我们关键的积极收获。”<b>为什么苹果股票可以调整</b></blockquote></p><p> Now, on to the bear case. Wolfe’s argument for a 13% share price decline has nothing to do with Apple’s most recent product refresh cycle. Rather, the analyst justified bearishness as follows:</p><p><blockquote>现在，来看看熊的情况。沃尔夫关于股价下跌13%的论点与苹果最近的产品更新周期无关。相反，分析师对看跌的理由如下：</blockquote></p><p> <ul>  <li>“<i>Throughout the pandemic, Apple has blown away its consensus estimates; [yet, the stock] has underperformed the market by [about] 10% year to date</i>”. Wolfe is alluding to the fact that nothing else, from the perspective of financial performance, seems able to push Apple stock higher. In fact, shares have been down since January 2021 and flat since early-August 2020.</li>  <li>“<i>Residual strength in the iPhone Pro and Pro Max due to channel inventory fill should ease heading into fiscal third quarter</i>”. In plain English, Wolfe seems to think that some of Apple’s recent sales growth may have been driven by inventory buildup at stores. As the stock of new higher-end iPhones decline, revenue growth should moderate.</li>  <li>“<i>The Mac, iPad, and Services segments face stiff compares as Apple circles onto its first full quarter of pandemic comps</i>”. I think that a tough 2020 benchmark could, in fact, be a potential headwind, especially in the back half of fiscal 2021. How can Apple top iPad sales growth of 43% in last year’s holiday and pre-holiday quarters? The good news is that the Cupertino company has been aggressive at rolling out appealing new tablets and personal computers in the past few months.</li>  <li>“<i>We [remain] apprehensive of the expectations embedded in Apples high multiple</i>”. To be fair, the stock’s valuations seem a bit stretched. I&nbsp;discussed the subject in more detail&nbsp;recently, concluding that:</li> </ul>   “Apple’s rich multiples could find upside resistance from here. Should Apple stock price rise, which it very well may, it will likely be the result of growth in financial metrics (sales, earnings, cash flow) rather than valuation expansion.” </p><p><blockquote><ul><li>“<i>在整个大流行期间，苹果超出了人们的普遍预期；[然而，该股]今年迄今为止的表现落后于市场[约]10%</i>”.沃尔夫暗示，从财务业绩的角度来看，似乎没有其他任何东西能够推高苹果股价。事实上，股价自2021年1月以来一直下跌，自2020年8月初以来一直持平。</li><li>“<i>由于渠道库存填充，iPhone Pro和Pro Max的剩余实力在进入第三财季时应该会有所缓解</i>”.用简单的英语来说，沃尔夫似乎认为苹果最近的部分销售增长可能是由商店库存增加推动的。随着新款高端iPhone的存量下降，收入增长应该会放缓。</li><li>“<i>随着苹果进入第一个完整季度的大流行比较，Mac、iPad和服务领域面临激烈的比较</i>”.我认为，事实上，艰难的2020年基准可能是一个潜在的阻力，尤其是在2021财年下半年。苹果如何超越去年假期和节前季度43%的iPad销量增长？好消息是，在过去的几个月里，这家库比蒂诺公司一直在积极推出吸引人的新平板电脑和个人电脑。</li><li>“<i>我们[仍然]对苹果高倍数的期望感到担忧</i>”.公平地说，该股的估值似乎有点过高。我最近更详细地讨论了这个主题，得出的结论是：</li></ul>“苹果的丰富市盈率可能会从这里找到上行阻力。如果苹果股价上涨（很有可能上涨），这很可能是财务指标（销售额、盈利、现金流）增长的结果，而不是估值扩张的结果。”</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock Bear Sounds The Alarm: Expect 13% Decline<blockquote>苹果股市熊市敲响警钟：预计下跌13%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock Bear Sounds The Alarm: Expect 13% Decline<blockquote>苹果股市熊市敲响警钟：预计下跌13%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-04-23 21:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Even Apple bulls should understand the bear case on the stock. One Wall Street analyst has recently explained why Apple share price could decline by 13% to $115 apiece.</p><p><blockquote>即使是苹果的多头也应该了解该股的熊市情况。一位华尔街分析师最近解释了为什么苹果股价可能下跌13%至每股115美元。</blockquote></p><p> It is rare to read or hear from an Apple stock bear on Wall Street. When ithappens, I like to pay close attention.I think it is important to understand&nbsp;the devil’s advocate case to investing in a company with such strong business fundamentals.</p><p><blockquote>很少读到或听到华尔街看空苹果股票的消息。当它发生时，我喜欢密切关注。我认为了解魔鬼代言人对于投资一家业务基本面如此强劲的公司非常重要。</blockquote></p><p> Following Apple’s Spring Loaded event, Wolfe Research analyst Jeff Kvaal published a note discussing his main takeaways. I was mostly interested not in his “hot takes” on the event, but in why the sell-side expert thinks that Apple shares are worth only $115 – representing 13% downside risk.</p><p><blockquote>在苹果的Spring Loaded活动之后，Wolfe Research分析师Jeff Kvaal发表了一份报告，讨论了他的主要观点。我最感兴趣的不是他对这一事件的“热门观点”，而是为什么卖方专家认为苹果股票仅值115美元——这意味着13%的下行风险。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8e4c7c9ed80330b554bb91087bf6ee0\" tg-width=\"1240\" tg-height=\"827\"><span>Figure 1: Apple's Spring Loaded event logo.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：苹果的弹簧加载活动标志。</span></p></blockquote></p><p> <b>Some bullishness first</b></p><p><blockquote><b>首先是一些看涨</b></blockquote></p><p> In its note, Wolfe Research presented what seemed to be positive reactions to Apple’s product refresh event of April 20. Here are some key observations from the analyst:</p><p><blockquote>Wolfe Research在其报告中介绍了对苹果4月20日产品更新活动的积极反应。以下是分析师的一些关键观察结果：</blockquote></p><p> <ul>  <li><b>The M1-equipped iMac</b>&nbsp;was a good surprise, since the last refresh had happened as recently as August 2020. I believe that,with the introduction of its new M1 chip&nbsp;and redesigned architecture, Apple will continue to accelerate product innovation.</li>  <li><b>The iPad Pro</b>&nbsp;was also redesigned around the M1 silicon, rather than the traditional A-series chip. Once again, I see Apple looking for an edge in product innovation as a way to keep demand for its devices elevated in the post-pandemic period.</li>  <li><b>The purple iPhone 12</b>&nbsp;was Apple’s first stand-alone, off-cycle smartphone. With&nbsp;the 12 mini allegedly struggling&nbsp;to find traction, maybe the Cupertino company saw an opportunity to increase entry-level iPhone sales by simply introducing a prettier-looking case.</li> </ul> The analyst summarized his main observations about Spring Loaded with this quote:</p><p><blockquote><ul><li><b>配备M1的iMac</b>这是一个很好的惊喜，因为上一次刷新发生在2020年8月。我相信，随着其全新M1芯片和重新设计的架构的推出，苹果将继续加速产品创新。</li><li><b>iPad Pro</b>也围绕M1芯片进行了重新设计，而不是传统的A系列芯片。我再次看到苹果在产品创新方面寻求优势，以此作为在大流行后时期保持对其设备需求的一种方式。</li><li><b>紫色iPhone 12</b>是苹果第一款独立的非周期智能手机。据称，12 mini正在努力寻找吸引力，也许这家库比蒂诺公司看到了通过简单地推出更漂亮的外壳来增加入门级iPhone销量的机会。</li></ul>这位分析师用这句话总结了他对Spring的主要观察：</blockquote></p><p>   “M1 expansion, not new products, is our key positive takeaway.”  <b>Why Apple stock could correct</b></p><p><blockquote>“M1扩张，而不是新产品，是我们关键的积极收获。”<b>为什么苹果股票可以调整</b></blockquote></p><p> Now, on to the bear case. Wolfe’s argument for a 13% share price decline has nothing to do with Apple’s most recent product refresh cycle. Rather, the analyst justified bearishness as follows:</p><p><blockquote>现在，来看看熊的情况。沃尔夫关于股价下跌13%的论点与苹果最近的产品更新周期无关。相反，分析师对看跌的理由如下：</blockquote></p><p> <ul>  <li>“<i>Throughout the pandemic, Apple has blown away its consensus estimates; [yet, the stock] has underperformed the market by [about] 10% year to date</i>”. Wolfe is alluding to the fact that nothing else, from the perspective of financial performance, seems able to push Apple stock higher. In fact, shares have been down since January 2021 and flat since early-August 2020.</li>  <li>“<i>Residual strength in the iPhone Pro and Pro Max due to channel inventory fill should ease heading into fiscal third quarter</i>”. In plain English, Wolfe seems to think that some of Apple’s recent sales growth may have been driven by inventory buildup at stores. As the stock of new higher-end iPhones decline, revenue growth should moderate.</li>  <li>“<i>The Mac, iPad, and Services segments face stiff compares as Apple circles onto its first full quarter of pandemic comps</i>”. I think that a tough 2020 benchmark could, in fact, be a potential headwind, especially in the back half of fiscal 2021. How can Apple top iPad sales growth of 43% in last year’s holiday and pre-holiday quarters? The good news is that the Cupertino company has been aggressive at rolling out appealing new tablets and personal computers in the past few months.</li>  <li>“<i>We [remain] apprehensive of the expectations embedded in Apples high multiple</i>”. To be fair, the stock’s valuations seem a bit stretched. I&nbsp;discussed the subject in more detail&nbsp;recently, concluding that:</li> </ul>   “Apple’s rich multiples could find upside resistance from here. Should Apple stock price rise, which it very well may, it will likely be the result of growth in financial metrics (sales, earnings, cash flow) rather than valuation expansion.” </p><p><blockquote><ul><li>“<i>在整个大流行期间，苹果超出了人们的普遍预期；[然而，该股]今年迄今为止的表现落后于市场[约]10%</i>”.沃尔夫暗示，从财务业绩的角度来看，似乎没有其他任何东西能够推高苹果股价。事实上，股价自2021年1月以来一直下跌，自2020年8月初以来一直持平。</li><li>“<i>由于渠道库存填充，iPhone Pro和Pro Max的剩余实力在进入第三财季时应该会有所缓解</i>”.用简单的英语来说，沃尔夫似乎认为苹果最近的部分销售增长可能是由商店库存增加推动的。随着新款高端iPhone的存量下降，收入增长应该会放缓。</li><li>“<i>随着苹果进入第一个完整季度的大流行比较，Mac、iPad和服务领域面临激烈的比较</i>”.我认为，事实上，艰难的2020年基准可能是一个潜在的阻力，尤其是在2021财年下半年。苹果如何超越去年假期和节前季度43%的iPad销量增长？好消息是，在过去的几个月里，这家库比蒂诺公司一直在积极推出吸引人的新平板电脑和个人电脑。</li><li>“<i>我们[仍然]对苹果高倍数的期望感到担忧</i>”.公平地说，该股的估值似乎有点过高。我最近更详细地讨论了这个主题，得出的结论是：</li></ul>“苹果的丰富市盈率可能会从这里找到上行阻力。如果苹果股价上涨（很有可能上涨），这很可能是财务指标（销售额、盈利、现金流）增长的结果，而不是估值扩张的结果。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/stock/apple-stock-bear-sounds-the-alarm-expect-13-decline\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/apple-stock-bear-sounds-the-alarm-expect-13-decline","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162382068","content_text":"Even Apple bulls should understand the bear case on the stock. One Wall Street analyst has recently explained why Apple share price could decline by 13% to $115 apiece.\nIt is rare to read or hear from an Apple stock bear on Wall Street. When ithappens, I like to pay close attention.I think it is important to understand the devil’s advocate case to investing in a company with such strong business fundamentals.\nFollowing Apple’s Spring Loaded event, Wolfe Research analyst Jeff Kvaal published a note discussing his main takeaways. I was mostly interested not in his “hot takes” on the event, but in why the sell-side expert thinks that Apple shares are worth only $115 – representing 13% downside risk.\nFigure 1: Apple's Spring Loaded event logo.\nSome bullishness first\nIn its note, Wolfe Research presented what seemed to be positive reactions to Apple’s product refresh event of April 20. Here are some key observations from the analyst:\n\nThe M1-equipped iMac was a good surprise, since the last refresh had happened as recently as August 2020. I believe that,with the introduction of its new M1 chip and redesigned architecture, Apple will continue to accelerate product innovation.\nThe iPad Pro was also redesigned around the M1 silicon, rather than the traditional A-series chip. Once again, I see Apple looking for an edge in product innovation as a way to keep demand for its devices elevated in the post-pandemic period.\nThe purple iPhone 12 was Apple’s first stand-alone, off-cycle smartphone. With the 12 mini allegedly struggling to find traction, maybe the Cupertino company saw an opportunity to increase entry-level iPhone sales by simply introducing a prettier-looking case.\n\nThe analyst summarized his main observations about Spring Loaded with this quote:\n\n “M1 expansion, not new products, is our key positive takeaway.”\n\nWhy Apple stock could correct\nNow, on to the bear case. Wolfe’s argument for a 13% share price decline has nothing to do with Apple’s most recent product refresh cycle. Rather, the analyst justified bearishness as follows:\n\n“Throughout the pandemic, Apple has blown away its consensus estimates; [yet, the stock] has underperformed the market by [about] 10% year to date”. Wolfe is alluding to the fact that nothing else, from the perspective of financial performance, seems able to push Apple stock higher. In fact, shares have been down since January 2021 and flat since early-August 2020.\n“Residual strength in the iPhone Pro and Pro Max due to channel inventory fill should ease heading into fiscal third quarter”. In plain English, Wolfe seems to think that some of Apple’s recent sales growth may have been driven by inventory buildup at stores. As the stock of new higher-end iPhones decline, revenue growth should moderate.\n“The Mac, iPad, and Services segments face stiff compares as Apple circles onto its first full quarter of pandemic comps”. I think that a tough 2020 benchmark could, in fact, be a potential headwind, especially in the back half of fiscal 2021. How can Apple top iPad sales growth of 43% in last year’s holiday and pre-holiday quarters? The good news is that the Cupertino company has been aggressive at rolling out appealing new tablets and personal computers in the past few months.\n“We [remain] apprehensive of the expectations embedded in Apples high multiple”. To be fair, the stock’s valuations seem a bit stretched. I discussed the subject in more detail recently, concluding that:\n\n\n “Apple’s rich multiples could find upside resistance from here. Should Apple stock price rise, which it very well may, it will likely be the result of growth in financial metrics (sales, earnings, cash flow) rather than valuation expansion.”","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372817774,"gmtCreate":1619190666398,"gmtModify":1634287860882,"author":{"id":"3575616552570301","authorId":"3575616552570301","name":"KSHoSG","avatar":"https://static.tigerbbs.com/f9e9c60ddd65dd7dca218423e8951ee3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575616552570301","idStr":"3575616552570301"},"themes":[],"htmlText":"[惊吓]&nbsp;","listText":"[惊吓]&nbsp;","text":"[惊吓]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372817774","repostId":"1122047796","repostType":4,"repost":{"id":"1122047796","kind":"news","pubTimestamp":1619190353,"share":"https://www.laohu8.com/m/news/1122047796?lang=zh_CN&edition=full","pubTime":"2021-04-23 23:05","market":"us","language":"en","title":"Why Inovio Stock Is Crashing Today<blockquote>为什么Inovio股票今天暴跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122047796","media":" Motley Fool ","summary":"The biotech just lost funding for the late-stage study of its COVID-19 vaccine candidate.\nWhat happe","content":"<p>The biotech just lost funding for the late-stage study of its COVID-19 vaccine candidate.</p><p><blockquote>该生物技术公司刚刚失去了其COVID-19候选疫苗后期研究的资金。</blockquote></p><p> <b>What happened</b></p><p><blockquote><b>发生了什么</b></blockquote></p><p> Shares of&nbsp;<b>Inovio Pharmaceuticals</b>&nbsp;(NASDAQ:INO)&nbsp;were crashing 26.8% as of 11:05 a.m. EDT on Friday. The big decline came after the company announced that the U.S. Department of Defense is discontinuing funding of the phase 3 study evaluating its COVID-19 vaccine candidate INO-4800.</p><p><blockquote>本公司之股份<b>Inovio制药公司</b>截至美国东部时间周五上午11点05分，（纳斯达克：INO）股价暴跌26.8%。在该公司宣布美国后，股价大幅下跌。国防部将停止资助评估其COVID-19候选疫苗INO-4800的3期研究。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> The loss of funding for the phase 3 study of INO-4800 presents a huge setback for Inovio, so today's major sell-off of the&nbsp;biotech stock&nbsp;after this news isn't surprising.</p><p><blockquote>INO-4800 3期研究资金的损失对Inovio来说是一个巨大的挫折，因此今天这一消息传出后该生物技术股票的大幅抛售并不令人意外。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27c0ce391c793e938d8e0e7d27f95a40\" tg-width=\"2000\" tg-height=\"1500\"><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> Why did the Defense Department pull the plug on funding the late-stage study? Inovio said that the department's Joint Program Executive Office for Chemical, Biological, Radiological and Nuclear Defense (JPEO-CBRND) told the company: \"The decision results from the changing environment of COVID-19 with the rapid deployment of vaccines. This decision is not a reflection of the awardee or product, rather a fast-moving environment associated with the former Operation Warp Speed on decisions related to future products.\"</p><p><blockquote>为什么国防部停止资助后期研究？Inovio表示，该部门化学、生物、辐射和核防御联合项目执行办公室（JPEO-CBRND）告诉该公司：“该决定源于随着疫苗的快速部署而不断变化的COVID-19环境。这一决定不是对获奖者或产品的反映，而是与前“曲速行动”相关的快速变化的环境对未来产品相关决策的影响。”</blockquote></p><p> That kind of sounds like the old line used when couples break up: \"It's not you, it's me.\" However, in this case, it makes sense.</p><p><blockquote>这听起来有点像情侣分手时的老台词：“不是你，是我。”然而，在这种情况下，这是有道理的。</blockquote></p><p> The U.S. already has supply deals in place with&nbsp;<b>Pfizer</b>,<b>Moderna</b>, and&nbsp;<b>Johnson &amp; Johnson</b>&nbsp;for more than enough doses to fully vaccinate every American. COVID-19 vaccines from&nbsp;<b>AstraZeneca</b>&nbsp;and&nbsp;<b>Novavax</b>could soon win Emergency Use Authorizations, too. Investing in testing another vaccine simply isn't a smart use of government money at this point.</p><p><blockquote>美国已经与<b>辉瑞</b>,<b>现代</b>，和<b>强生公司</b>足够给每个美国人接种疫苗了。COVID-19疫苗来自<b>阿斯利康</b>和<b>Novavax</b>也可能很快赢得紧急使用授权。在这一点上，投资测试另一种疫苗根本不是政府资金的明智使用。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> The Defense Department will still fund the ongoing phase 2 study of INO-4800. Inovio now plans to conduct its late-stage study of the vaccine primarily outside the U.S. It also is evaluating another candidate, INO-4802, that targets coronavirus variants.</p><p><blockquote>国防部仍将资助正在进行的INO-4800的2期研究。Inovio现在计划主要在美国境外进行该疫苗的后期研究。它还在评估另一种针对冠状病毒变种的候选药物INO-4802。</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 Inovio Stock Is Crashing Today<blockquote>为什么Inovio股票今天暴跌</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 Inovio Stock Is Crashing Today<blockquote>为什么Inovio股票今天暴跌</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\">2021-04-23 23:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The biotech just lost funding for the late-stage study of its COVID-19 vaccine candidate.</p><p><blockquote>该生物技术公司刚刚失去了其COVID-19候选疫苗后期研究的资金。</blockquote></p><p> <b>What happened</b></p><p><blockquote><b>发生了什么</b></blockquote></p><p> Shares of&nbsp;<b>Inovio Pharmaceuticals</b>&nbsp;(NASDAQ:INO)&nbsp;were crashing 26.8% as of 11:05 a.m. EDT on Friday. The big decline came after the company announced that the U.S. Department of Defense is discontinuing funding of the phase 3 study evaluating its COVID-19 vaccine candidate INO-4800.</p><p><blockquote>本公司之股份<b>Inovio制药公司</b>截至美国东部时间周五上午11点05分，（纳斯达克：INO）股价暴跌26.8%。在该公司宣布美国后，股价大幅下跌。国防部将停止资助评估其COVID-19候选疫苗INO-4800的3期研究。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> The loss of funding for the phase 3 study of INO-4800 presents a huge setback for Inovio, so today's major sell-off of the&nbsp;biotech stock&nbsp;after this news isn't surprising.</p><p><blockquote>INO-4800 3期研究资金的损失对Inovio来说是一个巨大的挫折，因此今天这一消息传出后该生物技术股票的大幅抛售并不令人意外。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27c0ce391c793e938d8e0e7d27f95a40\" tg-width=\"2000\" tg-height=\"1500\"><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> Why did the Defense Department pull the plug on funding the late-stage study? Inovio said that the department's Joint Program Executive Office for Chemical, Biological, Radiological and Nuclear Defense (JPEO-CBRND) told the company: \"The decision results from the changing environment of COVID-19 with the rapid deployment of vaccines. This decision is not a reflection of the awardee or product, rather a fast-moving environment associated with the former Operation Warp Speed on decisions related to future products.\"</p><p><blockquote>为什么国防部停止资助后期研究？Inovio表示，该部门化学、生物、辐射和核防御联合项目执行办公室（JPEO-CBRND）告诉该公司：“该决定源于随着疫苗的快速部署而不断变化的COVID-19环境。这一决定不是对获奖者或产品的反映，而是与前“曲速行动”相关的快速变化的环境对未来产品相关决策的影响。”</blockquote></p><p> That kind of sounds like the old line used when couples break up: \"It's not you, it's me.\" However, in this case, it makes sense.</p><p><blockquote>这听起来有点像情侣分手时的老台词：“不是你，是我。”然而，在这种情况下，这是有道理的。</blockquote></p><p> The U.S. already has supply deals in place with&nbsp;<b>Pfizer</b>,<b>Moderna</b>, and&nbsp;<b>Johnson &amp; Johnson</b>&nbsp;for more than enough doses to fully vaccinate every American. COVID-19 vaccines from&nbsp;<b>AstraZeneca</b>&nbsp;and&nbsp;<b>Novavax</b>could soon win Emergency Use Authorizations, too. Investing in testing another vaccine simply isn't a smart use of government money at this point.</p><p><blockquote>美国已经与<b>辉瑞</b>,<b>现代</b>，和<b>强生公司</b>足够给每个美国人接种疫苗了。COVID-19疫苗来自<b>阿斯利康</b>和<b>Novavax</b>也可能很快赢得紧急使用授权。在这一点上，投资测试另一种疫苗根本不是政府资金的明智使用。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> The Defense Department will still fund the ongoing phase 2 study of INO-4800. Inovio now plans to conduct its late-stage study of the vaccine primarily outside the U.S. It also is evaluating another candidate, INO-4802, that targets coronavirus variants.</p><p><blockquote>国防部仍将资助正在进行的INO-4800的2期研究。Inovio现在计划主要在美国境外进行该疫苗的后期研究。它还在评估另一种针对冠状病毒变种的候选药物INO-4802。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/04/23/why-inovio-stock-is-crashing-today/\"> 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":{"INO":"伊诺维奥制药"},"source_url":"https://www.fool.com/investing/2021/04/23/why-inovio-stock-is-crashing-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122047796","content_text":"The biotech just lost funding for the late-stage study of its COVID-19 vaccine candidate.\nWhat happened\nShares of Inovio Pharmaceuticals (NASDAQ:INO) were crashing 26.8% as of 11:05 a.m. EDT on Friday. The big decline came after the company announced that the U.S. Department of Defense is discontinuing funding of the phase 3 study evaluating its COVID-19 vaccine candidate INO-4800.\nSo what\nThe loss of funding for the phase 3 study of INO-4800 presents a huge setback for Inovio, so today's major sell-off of the biotech stock after this news isn't surprising.\nIMAGE SOURCE: GETTY IMAGES.\nWhy did the Defense Department pull the plug on funding the late-stage study? Inovio said that the department's Joint Program Executive Office for Chemical, Biological, Radiological and Nuclear Defense (JPEO-CBRND) told the company: \"The decision results from the changing environment of COVID-19 with the rapid deployment of vaccines. This decision is not a reflection of the awardee or product, rather a fast-moving environment associated with the former Operation Warp Speed on decisions related to future products.\"\nThat kind of sounds like the old line used when couples break up: \"It's not you, it's me.\" However, in this case, it makes sense.\nThe U.S. already has supply deals in place with Pfizer,Moderna, and Johnson & Johnson for more than enough doses to fully vaccinate every American. COVID-19 vaccines from AstraZeneca and Novavaxcould soon win Emergency Use Authorizations, too. Investing in testing another vaccine simply isn't a smart use of government money at this point.\nNow what\nThe Defense Department will still fund the ongoing phase 2 study of INO-4800. Inovio now plans to conduct its late-stage study of the vaccine primarily outside the U.S. It also is evaluating another candidate, INO-4802, that targets coronavirus variants.","news_type":1,"symbols_score_info":{"INO":0.9}},"isVote":1,"tweetType":1,"viewCount":2875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378767666,"gmtCreate":1619062812655,"gmtModify":1634288825637,"author":{"id":"3575616552570301","authorId":"3575616552570301","name":"KSHoSG","avatar":"https://static.tigerbbs.com/f9e9c60ddd65dd7dca218423e8951ee3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575616552570301","idStr":"3575616552570301"},"themes":[],"htmlText":"[惊讶]&nbsp;","listText":"[惊讶]&nbsp;","text":"[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378767666","repostId":"2129808688","repostType":4,"isVote":1,"tweetType":1,"viewCount":2502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343893076,"gmtCreate":1617698543395,"gmtModify":1634297052935,"author":{"id":"3575616552570301","authorId":"3575616552570301","name":"KSHoSG","avatar":"https://static.tigerbbs.com/f9e9c60ddd65dd7dca218423e8951ee3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575616552570301","idStr":"3575616552570301"},"themes":[],"htmlText":"[眼眼]&nbsp;","listText":"[眼眼]&nbsp;","text":"[眼眼]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/343893076","repostId":"1167453696","repostType":4,"isVote":1,"tweetType":1,"viewCount":4278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355445489,"gmtCreate":1617099884841,"gmtModify":1634522671759,"author":{"id":"3575616552570301","authorId":"3575616552570301","name":"KSHoSG","avatar":"https://static.tigerbbs.com/f9e9c60ddd65dd7dca218423e8951ee3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575616552570301","idStr":"3575616552570301"},"themes":[],"htmlText":"[白眼]&nbsp;","listText":"[白眼]&nbsp;","text":"[白眼]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355445489","repostId":"1129603667","repostType":4,"repost":{"id":"1129603667","kind":"news","pubTimestamp":1617098858,"share":"https://www.laohu8.com/m/news/1129603667?lang=zh_CN&edition=full","pubTime":"2021-03-30 18:07","market":"us","language":"en","title":"There are signs that America's airline industry is bouncing back<blockquote>有迹象表明美国航空业正在反弹</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129603667","media":"yahoo","summary":"America's travelers continue to book flights for post-pandemic vacations in a sign U.S. airlines are","content":"<p>America's travelers continue to book flights for post-pandemic vacations in a sign U.S. airlines are ready for takeoff, according to aviation consultant Mike Boyd.</p><p><blockquote>航空顾问迈克·博伊德表示，美国旅客继续预订大流行后假期的航班，这表明美国航空公司已准备好起飞。</blockquote></p><p>\"When you look at what they're doing, I'm very confident that they're going to get through this now. They're going to have to grow back, but they're going to get through this,\" he toldYahoo Finance Live, while cautioning that passengers may still be wary of traveling to locked-down locations.</p><p><blockquote>“当你看到他们正在做的事情时，我非常有信心他们现在会度过难关。他们必须重新成长，但他们会度过难关，”他告诉雅虎财经直播，同时警告乘客可能仍然对前往封锁地点持谨慎态度。</blockquote></p><p>\"They've been afraid to get to New York City and find out it's under quarantine, or LA is shut down, or things like that. When we get more confidence in the destination we're going to see more people flying. But right now, no one wants to fly to a place where they can't buy a hamburger,\" said Boyd, the president of Boyd Group International, which provides analysis for airports and aviation businesses.</p><p><blockquote>为机场和航空业务提供分析的博伊德集团国际公司总裁博伊德说：“他们一直害怕到达纽约市，却发现它被隔离了，或者洛杉矶被关闭了，或者诸如此类的事情。当我们对目的地更有信心时，我们会看到更多的人坐飞机。但现在，没有人愿意飞往一个买不到汉堡的地方。”</blockquote></p><p>The data backs up Boyd's contention that the airline industry is recovering. According to theTransportation Security Administration, more than 1 million people passed each day through the nation's airports between March 11 and March 28. By March 28, that number was over 1.5 million. During that same period in 2020, the number fell from 1.7 million to 184,000, as the coronavirus shuttered much of the nation's economy.</p><p><blockquote>这些数据支持了博伊德的观点，即航空业正在复苏。根据运输安全管理局的数据，3月11日至3月28日期间，每天有超过100万人通过美国机场。截至3月28日，这一数字已超过150万。2020年同期，由于冠状病毒关闭了美国大部分经济，这一数字从170万下降到18.4万。</blockquote></p><p>Of course, that's lower than numbers in 2019, when the daily number of passengers fluctuated between 2.1 million and 2.6 million. Analysts are still encouraged by the numbers, though.</p><p><blockquote>当然，这低于2019年的数字，当时每日乘客数量在210万至260万之间波动。不过，分析师仍然对这些数字感到鼓舞。</blockquote></p><p><b>'We are within weeks of widespread reopening'</b></p><p><blockquote><b>“我们将在几周内全面重新开放”</b></blockquote></p><p>\"U.S. airline trends appear encouraging as the bookings recovery (early March through present) is the strongest it has been so far in the pandemic at 70-80% of 2019 levels,\" Raymond James Analyst Savanthi Syth told clients in her most recent note.</p><p><blockquote>Raymond James分析师Savanthi Syth在最近的报告中告诉客户：“美国航空公司的趋势似乎令人鼓舞，因为预订量复苏（3月初至今）是疫情期间迄今为止最强劲的，为2019年水平的70-80%。”</blockquote></p><p>While U.S. domestic fares remain up to 20% lower than comparable fares in 2019, Syth pointed out that the average round-trip U.S. domestic fares for May to August have increased.</p><p><blockquote>虽然美国国内票价仍比2019年可比票价低20%，但Syth指出，5月至8月美国国内往返平均票价有所上涨。</blockquote></p><p>\"We believe JetBlue(JBLU), Spirit(SAVE), and, to a lesser extent, United Airlines(UAL)have the most favorable near term fare trends and, thus, revenue recovery trends. Nonetheless, all U.S. airlines appear to be benefiting from a broad-based strengthening of fares into March,\" Syth said.</p><p><blockquote>“我们认为捷蓝航空(JBLU)、精神航空(SAVE)以及联合航空(UAL)（在较小程度上）拥有最有利的近期票价趋势，从而实现收入复苏趋势。尽管如此，所有美国航空公司似乎都受益三月份票价普遍走强，”Syth说。</blockquote></p><p>Meanwhile, Cowen airline analyst Helane Becker anticipates a sustained increase in travel starting Memorial Day weekend. \"With vaccines rolling out in the US, we believe we are within weeks of widespread reopening and an increase in travel,\" she said in a recent note.</p><p><blockquote>与此同时，Cowen airline分析师Helane Becker预计，从阵亡将士纪念日周末开始，旅行将持续增加。她在最近的一份报告中表示：“随着疫苗在美国的推出，我们相信我们将在几周内大规模重新开放和旅行增加。”</blockquote></p><p><img src=\"https://static.tigerbbs.com/1f6f4d81895b82ecdabdb5520bea8417\" tg-width=\"705\" tg-height=\"470\" referrerpolicy=\"no-referrer\">Delta Airlines planes and a British Airways plane (2nd L) are pictured at Seattle-Tacoma International Airport, on the day Delta CEO Ed Bastian told employees he was cutting 40% of capacity in the coming months, the largest in the airline's history, in addition to pursuing aid, in SeaTac, Washington, U.S. March 13, 2020. REUTERS/Jason RedmondMore</p><p><blockquote>达美航空的飞机和一架英国航空的飞机（左二）在西雅图-塔科马国际机场合影，当天达美航空首席执行官埃德·巴斯蒂安(Ed Bastian)告诉员工，他将在未来几个月削减40%的运力，这是该航空公司历史上最大的一次。2020年3月13日，美国华盛顿州SeaTac寻求援助。路透社/杰森·雷德蒙莫尔</blockquote></p><p>Airlines will start reporting their first quarter earnings next month with Delta Air Lines (DAL)kicking off the reports on April 15. At the JPMorgan Industrials Conference on March 29, Delta CEO Ed Bastian struck an optimistic tone.</p><p><blockquote>航空公司将于下个月开始报告第一季度收益，达美航空(DAL)将于4月15日开始报告。在3月29日的摩根大通工业会议上，达美航空首席执行官埃德·巴斯蒂安(Ed Bastian)语气乐观。</blockquote></p><p>“The real story for the quarter, you know, kicked in about five or six weeks ago when we started to see bookings pick up, and that coincided clearly with confidence in the marketplace, people starting to book their spring and summer plans,” the Delta CEO said.</p><p><blockquote>“你知道，本季度的真实情况发生在大约五六周前，当时我们开始看到预订量回升，这显然与市场信心不谋而合，人们开始预订春季和夏季计划，”达美航空首席执行官表示。</blockquote></p><p>Amid this confidence, airlines have begun expanding their flight schedules.United announced flights, starting in April, between New York and California as the airline launches new routes from JFK International Airport.</p><p><blockquote>在这种信心下，航空公司已经开始扩大航班时刻表。美联航宣布从4月份开始开通纽约和加利福尼亚州之间的航班，该航空公司将推出从肯尼迪国际机场出发的新航线。</blockquote></p><p>For its part, American Airlines(AAL)has expanded its flights to South America and said last weekit's already paid off a $550 million loanit received last year from the U.S. government to get through the worst of the coronavirus pandemic. The airline received the loan as part of the coronavirus aid package known as the CARES Act.</p><p><blockquote>美国航空(AAL)已扩大飞往南美的航班，并于上周表示，已还清去年从美国政府获得的5.5亿美元贷款，以度过冠状病毒大流行最严重的时期。该航空公司获得这笔贷款是被称为CARES法案的冠状病毒援助计划的一部分。</blockquote></p><p>“This prepayment is a shining example of the importance of the CARES Act,” American CEO Doug Parker said in a statement. “Our industry was in danger of shutting down one year ago when the CARES Act was passed. This important legislation, including the $25 billion secured lending program for airlines, demonstrated that our leaders understood the challenges facing our economy, and their quick action stabilized our industry and kept our workforce intact.\"</p><p><blockquote>美国首席执行官道格·帕克在一份声明中表示：“这笔预付款是CARES法案重要性的光辉典范。”“一年前，当CARES法案通过时，我们的行业面临关闭的危险。这项重要的立法，包括250亿美元的航空公司担保贷款计划，表明我们的领导人了解我们经济面临的挑战，他们的快速行动稳定了我们的行业并保持了我们劳动力的完整。”</blockquote></p><p>Southwest(LUV), managing an upturn in demand, made news Monday when itannounced plans to buy 100 Boeing 737 Maxjetliners with options to purchase an additional 155 737 Max aircraft over the next 10 years. The first 30 planes will be delivered in 2022 as part of a $10 billion investment to update Southwest's fleet.</p><p><blockquote>管理需求好转的西南航空(LUV)周一成为新闻，宣布计划购买100架波音737 Max喷气式客机，并可选择在未来10年内再购买155架737 Max飞机。首批30架飞机将于2022年交付，作为更新西南航空机队投资100亿美元的一部分。</blockquote></p><p></p><p>For his part, Boyd says the US airline industry \"is recovering very well because we've got a domestic, you know domestic traffic base to build on.\" He points out that 31% of U.S. airport traffic is driven by international travel, which is coming back much slower than domestic.</p><p><blockquote>博伊德表示，美国航空业“复苏得很好，因为我们有国内的、你知道的国内交通基础可以建立。”他指出，美国机场31%的客流量是由国际旅行驱动的，而国际旅行的恢复速度比国内旅行慢得多。</blockquote></p><p>\"We've got an incredibly smart management, the rest of the world is going to be the thing we're not going to be too sure about until we get some control over the COVID overseas,\" Boyd said. While he predicts overall airline traffic will be down this year, he says airlines will make money by the end of 2022.</p><p><blockquote>博伊德说：“我们拥有非常聪明的管理，在我们对海外新冠疫情进行一些控制之前，我们无法太确定世界其他地区的情况。”虽然他预测今年整体航空客流量将下降，但他表示航空公司将在2022年底前盈利。</blockquote></p><p></p>","source":"lsy1584348713084","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>There are signs that America's airline industry is bouncing back<blockquote>有迹象表明美国航空业正在反弹</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\">\nThere are signs that America's airline industry is bouncing back<blockquote>有迹象表明美国航空业正在反弹</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">yahoo</strong><span class=\"h-time small\">2021-03-30 18:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p>America's travelers continue to book flights for post-pandemic vacations in a sign U.S. airlines are ready for takeoff, according to aviation consultant Mike Boyd.</p><p><blockquote>航空顾问迈克·博伊德表示，美国旅客继续预订大流行后假期的航班，这表明美国航空公司已准备好起飞。</blockquote></p><p>\"When you look at what they're doing, I'm very confident that they're going to get through this now. They're going to have to grow back, but they're going to get through this,\" he toldYahoo Finance Live, while cautioning that passengers may still be wary of traveling to locked-down locations.</p><p><blockquote>“当你看到他们正在做的事情时，我非常有信心他们现在会度过难关。他们必须重新成长，但他们会度过难关，”他告诉雅虎财经直播，同时警告乘客可能仍然对前往封锁地点持谨慎态度。</blockquote></p><p>\"They've been afraid to get to New York City and find out it's under quarantine, or LA is shut down, or things like that. When we get more confidence in the destination we're going to see more people flying. But right now, no one wants to fly to a place where they can't buy a hamburger,\" said Boyd, the president of Boyd Group International, which provides analysis for airports and aviation businesses.</p><p><blockquote>为机场和航空业务提供分析的博伊德集团国际公司总裁博伊德说：“他们一直害怕到达纽约市，却发现它被隔离了，或者洛杉矶被关闭了，或者诸如此类的事情。当我们对目的地更有信心时，我们会看到更多的人坐飞机。但现在，没有人愿意飞往一个买不到汉堡的地方。”</blockquote></p><p>The data backs up Boyd's contention that the airline industry is recovering. According to theTransportation Security Administration, more than 1 million people passed each day through the nation's airports between March 11 and March 28. By March 28, that number was over 1.5 million. During that same period in 2020, the number fell from 1.7 million to 184,000, as the coronavirus shuttered much of the nation's economy.</p><p><blockquote>这些数据支持了博伊德的观点，即航空业正在复苏。根据运输安全管理局的数据，3月11日至3月28日期间，每天有超过100万人通过美国机场。截至3月28日，这一数字已超过150万。2020年同期，由于冠状病毒关闭了美国大部分经济，这一数字从170万下降到18.4万。</blockquote></p><p>Of course, that's lower than numbers in 2019, when the daily number of passengers fluctuated between 2.1 million and 2.6 million. Analysts are still encouraged by the numbers, though.</p><p><blockquote>当然，这低于2019年的数字，当时每日乘客数量在210万至260万之间波动。不过，分析师仍然对这些数字感到鼓舞。</blockquote></p><p><b>'We are within weeks of widespread reopening'</b></p><p><blockquote><b>“我们将在几周内全面重新开放”</b></blockquote></p><p>\"U.S. airline trends appear encouraging as the bookings recovery (early March through present) is the strongest it has been so far in the pandemic at 70-80% of 2019 levels,\" Raymond James Analyst Savanthi Syth told clients in her most recent note.</p><p><blockquote>Raymond James分析师Savanthi Syth在最近的报告中告诉客户：“美国航空公司的趋势似乎令人鼓舞，因为预订量复苏（3月初至今）是疫情期间迄今为止最强劲的，为2019年水平的70-80%。”</blockquote></p><p>While U.S. domestic fares remain up to 20% lower than comparable fares in 2019, Syth pointed out that the average round-trip U.S. domestic fares for May to August have increased.</p><p><blockquote>虽然美国国内票价仍比2019年可比票价低20%，但Syth指出，5月至8月美国国内往返平均票价有所上涨。</blockquote></p><p>\"We believe JetBlue(JBLU), Spirit(SAVE), and, to a lesser extent, United Airlines(UAL)have the most favorable near term fare trends and, thus, revenue recovery trends. Nonetheless, all U.S. airlines appear to be benefiting from a broad-based strengthening of fares into March,\" Syth said.</p><p><blockquote>“我们认为捷蓝航空(JBLU)、精神航空(SAVE)以及联合航空(UAL)（在较小程度上）拥有最有利的近期票价趋势，从而实现收入复苏趋势。尽管如此，所有美国航空公司似乎都受益三月份票价普遍走强，”Syth说。</blockquote></p><p>Meanwhile, Cowen airline analyst Helane Becker anticipates a sustained increase in travel starting Memorial Day weekend. \"With vaccines rolling out in the US, we believe we are within weeks of widespread reopening and an increase in travel,\" she said in a recent note.</p><p><blockquote>与此同时，Cowen airline分析师Helane Becker预计，从阵亡将士纪念日周末开始，旅行将持续增加。她在最近的一份报告中表示：“随着疫苗在美国的推出，我们相信我们将在几周内大规模重新开放和旅行增加。”</blockquote></p><p><img src=\"https://static.tigerbbs.com/1f6f4d81895b82ecdabdb5520bea8417\" tg-width=\"705\" tg-height=\"470\" referrerpolicy=\"no-referrer\">Delta Airlines planes and a British Airways plane (2nd L) are pictured at Seattle-Tacoma International Airport, on the day Delta CEO Ed Bastian told employees he was cutting 40% of capacity in the coming months, the largest in the airline's history, in addition to pursuing aid, in SeaTac, Washington, U.S. March 13, 2020. REUTERS/Jason RedmondMore</p><p><blockquote>达美航空的飞机和一架英国航空的飞机（左二）在西雅图-塔科马国际机场合影，当天达美航空首席执行官埃德·巴斯蒂安(Ed Bastian)告诉员工，他将在未来几个月削减40%的运力，这是该航空公司历史上最大的一次。2020年3月13日，美国华盛顿州SeaTac寻求援助。路透社/杰森·雷德蒙莫尔</blockquote></p><p>Airlines will start reporting their first quarter earnings next month with Delta Air Lines (DAL)kicking off the reports on April 15. At the JPMorgan Industrials Conference on March 29, Delta CEO Ed Bastian struck an optimistic tone.</p><p><blockquote>航空公司将于下个月开始报告第一季度收益，达美航空(DAL)将于4月15日开始报告。在3月29日的摩根大通工业会议上，达美航空首席执行官埃德·巴斯蒂安(Ed Bastian)语气乐观。</blockquote></p><p>“The real story for the quarter, you know, kicked in about five or six weeks ago when we started to see bookings pick up, and that coincided clearly with confidence in the marketplace, people starting to book their spring and summer plans,” the Delta CEO said.</p><p><blockquote>“你知道，本季度的真实情况发生在大约五六周前，当时我们开始看到预订量回升，这显然与市场信心不谋而合，人们开始预订春季和夏季计划，”达美航空首席执行官表示。</blockquote></p><p>Amid this confidence, airlines have begun expanding their flight schedules.United announced flights, starting in April, between New York and California as the airline launches new routes from JFK International Airport.</p><p><blockquote>在这种信心下，航空公司已经开始扩大航班时刻表。美联航宣布从4月份开始开通纽约和加利福尼亚州之间的航班，该航空公司将推出从肯尼迪国际机场出发的新航线。</blockquote></p><p>For its part, American Airlines(AAL)has expanded its flights to South America and said last weekit's already paid off a $550 million loanit received last year from the U.S. government to get through the worst of the coronavirus pandemic. The airline received the loan as part of the coronavirus aid package known as the CARES Act.</p><p><blockquote>美国航空(AAL)已扩大飞往南美的航班，并于上周表示，已还清去年从美国政府获得的5.5亿美元贷款，以度过冠状病毒大流行最严重的时期。该航空公司获得这笔贷款是被称为CARES法案的冠状病毒援助计划的一部分。</blockquote></p><p>“This prepayment is a shining example of the importance of the CARES Act,” American CEO Doug Parker said in a statement. “Our industry was in danger of shutting down one year ago when the CARES Act was passed. This important legislation, including the $25 billion secured lending program for airlines, demonstrated that our leaders understood the challenges facing our economy, and their quick action stabilized our industry and kept our workforce intact.\"</p><p><blockquote>美国首席执行官道格·帕克在一份声明中表示：“这笔预付款是CARES法案重要性的光辉典范。”“一年前，当CARES法案通过时，我们的行业面临关闭的危险。这项重要的立法，包括250亿美元的航空公司担保贷款计划，表明我们的领导人了解我们经济面临的挑战，他们的快速行动稳定了我们的行业并保持了我们劳动力的完整。”</blockquote></p><p>Southwest(LUV), managing an upturn in demand, made news Monday when itannounced plans to buy 100 Boeing 737 Maxjetliners with options to purchase an additional 155 737 Max aircraft over the next 10 years. The first 30 planes will be delivered in 2022 as part of a $10 billion investment to update Southwest's fleet.</p><p><blockquote>管理需求好转的西南航空(LUV)周一成为新闻，宣布计划购买100架波音737 Max喷气式客机，并可选择在未来10年内再购买155架737 Max飞机。首批30架飞机将于2022年交付，作为更新西南航空机队投资100亿美元的一部分。</blockquote></p><p></p><p>For his part, Boyd says the US airline industry \"is recovering very well because we've got a domestic, you know domestic traffic base to build on.\" He points out that 31% of U.S. airport traffic is driven by international travel, which is coming back much slower than domestic.</p><p><blockquote>博伊德表示，美国航空业“复苏得很好，因为我们有国内的、你知道的国内交通基础可以建立。”他指出，美国机场31%的客流量是由国际旅行驱动的，而国际旅行的恢复速度比国内旅行慢得多。</blockquote></p><p>\"We've got an incredibly smart management, the rest of the world is going to be the thing we're not going to be too sure about until we get some control over the COVID overseas,\" Boyd said. While he predicts overall airline traffic will be down this year, he says airlines will make money by the end of 2022.</p><p><blockquote>博伊德说：“我们拥有非常聪明的管理，在我们对海外新冠疫情进行一些控制之前，我们无法太确定世界其他地区的情况。”虽然他预测今年整体航空客流量将下降，但他表示航空公司将在2022年底前盈利。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/airlines-ready-for-takeoff-as-passengers-book-flights-100052935.html\">yahoo</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f6f4d81895b82ecdabdb5520bea8417","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/airlines-ready-for-takeoff-as-passengers-book-flights-100052935.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129603667","content_text":"America's travelers continue to book flights for post-pandemic vacations in a sign U.S. airlines are ready for takeoff, according to aviation consultant Mike Boyd.\"When you look at what they're doing, I'm very confident that they're going to get through this now. They're going to have to grow back, but they're going to get through this,\" he toldYahoo Finance Live, while cautioning that passengers may still be wary of traveling to locked-down locations.\"They've been afraid to get to New York City and find out it's under quarantine, or LA is shut down, or things like that. When we get more confidence in the destination we're going to see more people flying. But right now, no one wants to fly to a place where they can't buy a hamburger,\" said Boyd, the president of Boyd Group International, which provides analysis for airports and aviation businesses.The data backs up Boyd's contention that the airline industry is recovering. According to theTransportation Security Administration, more than 1 million people passed each day through the nation's airports between March 11 and March 28. By March 28, that number was over 1.5 million. During that same period in 2020, the number fell from 1.7 million to 184,000, as the coronavirus shuttered much of the nation's economy.Of course, that's lower than numbers in 2019, when the daily number of passengers fluctuated between 2.1 million and 2.6 million. Analysts are still encouraged by the numbers, though.'We are within weeks of widespread reopening'\"U.S. airline trends appear encouraging as the bookings recovery (early March through present) is the strongest it has been so far in the pandemic at 70-80% of 2019 levels,\" Raymond James Analyst Savanthi Syth told clients in her most recent note.While U.S. domestic fares remain up to 20% lower than comparable fares in 2019, Syth pointed out that the average round-trip U.S. domestic fares for May to August have increased.\"We believe JetBlue(JBLU), Spirit(SAVE), and, to a lesser extent, United Airlines(UAL)have the most favorable near term fare trends and, thus, revenue recovery trends. Nonetheless, all U.S. airlines appear to be benefiting from a broad-based strengthening of fares into March,\" Syth said.Meanwhile, Cowen airline analyst Helane Becker anticipates a sustained increase in travel starting Memorial Day weekend. \"With vaccines rolling out in the US, we believe we are within weeks of widespread reopening and an increase in travel,\" she said in a recent note.Delta Airlines planes and a British Airways plane (2nd L) are pictured at Seattle-Tacoma International Airport, on the day Delta CEO Ed Bastian told employees he was cutting 40% of capacity in the coming months, the largest in the airline's history, in addition to pursuing aid, in SeaTac, Washington, U.S. March 13, 2020. REUTERS/Jason RedmondMoreAirlines will start reporting their first quarter earnings next month with Delta Air Lines (DAL)kicking off the reports on April 15. At the JPMorgan Industrials Conference on March 29, Delta CEO Ed Bastian struck an optimistic tone.“The real story for the quarter, you know, kicked in about five or six weeks ago when we started to see bookings pick up, and that coincided clearly with confidence in the marketplace, people starting to book their spring and summer plans,” the Delta CEO said.Amid this confidence, airlines have begun expanding their flight schedules.United announced flights, starting in April, between New York and California as the airline launches new routes from JFK International Airport.For its part, American Airlines(AAL)has expanded its flights to South America and said last weekit's already paid off a $550 million loanit received last year from the U.S. government to get through the worst of the coronavirus pandemic. The airline received the loan as part of the coronavirus aid package known as the CARES Act.“This prepayment is a shining example of the importance of the CARES Act,” American CEO Doug Parker said in a statement. “Our industry was in danger of shutting down one year ago when the CARES Act was passed. This important legislation, including the $25 billion secured lending program for airlines, demonstrated that our leaders understood the challenges facing our economy, and their quick action stabilized our industry and kept our workforce intact.\"Southwest(LUV), managing an upturn in demand, made news Monday when itannounced plans to buy 100 Boeing 737 Maxjetliners with options to purchase an additional 155 737 Max aircraft over the next 10 years. The first 30 planes will be delivered in 2022 as part of a $10 billion investment to update Southwest's fleet.For his part, Boyd says the US airline industry \"is recovering very well because we've got a domestic, you know domestic traffic base to build on.\" He points out that 31% of U.S. airport traffic is driven by international travel, which is coming back much slower than domestic.\"We've got an incredibly smart management, the rest of the world is going to be the thing we're not going to be too sure about until we get some control over the COVID overseas,\" Boyd said. While he predicts overall airline traffic will be down this year, he says airlines will make money by the end of 2022.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":4435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351445852,"gmtCreate":1616630148676,"gmtModify":1634524870319,"author":{"id":"3575616552570301","authorId":"3575616552570301","name":"KSHoSG","avatar":"https://static.tigerbbs.com/f9e9c60ddd65dd7dca218423e8951ee3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575616552570301","idStr":"3575616552570301"},"themes":[],"htmlText":"[思考]&nbsp;","listText":"[思考]&nbsp;","text":"[思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/351445852","repostId":"1131811023","repostType":4,"repost":{"id":"1131811023","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":1616594915,"share":"https://www.laohu8.com/m/news/1131811023?lang=zh_CN&edition=full","pubTime":"2021-03-24 22:08","market":"us","language":"en","title":"EV Stocks are slipping<blockquote>电动汽车股票正在下滑</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1131811023","media":"Tiger Newspress","summary":"EV Stocks fall in Wednesday morning trading.The shares of Xpeng Motors is down 6%,Li Auto is down 5%","content":"<p>EV Stocks fall in Wednesday morning trading.The&nbsp;shares&nbsp;of&nbsp;Xpeng Motors is&nbsp;down 6%,Li Auto&nbsp;is down 5%,Nio down 4%,Tesla is&nbsp;down 0.5%.</p><p><blockquote>周三早盘，电动汽车股下跌。小鹏汽车股价下跌6%，理想汽车下跌5%，蔚来下跌4%，特斯拉下跌0.5%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/701e68e04f8fa4a02d3a7706348f1f91\" tg-width=\"374\" tg-height=\"295\" referrerpolicy=\"no-referrer\"></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>EV Stocks are slipping<blockquote>电动汽车股票正在下滑</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks are slipping<blockquote>电动汽车股票正在下滑</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\">2021-03-24 22:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>EV Stocks fall in Wednesday morning trading.The&nbsp;shares&nbsp;of&nbsp;Xpeng Motors is&nbsp;down 6%,Li Auto&nbsp;is down 5%,Nio down 4%,Tesla is&nbsp;down 0.5%.</p><p><blockquote>周三早盘，电动汽车股下跌。小鹏汽车股价下跌6%，理想汽车下跌5%，蔚来下跌4%，特斯拉下跌0.5%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/701e68e04f8fa4a02d3a7706348f1f91\" tg-width=\"374\" tg-height=\"295\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","XPEV":"小鹏汽车","NIO":"蔚来","TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131811023","content_text":"EV Stocks fall in Wednesday morning trading.The shares of Xpeng Motors is down 6%,Li Auto is down 5%,Nio down 4%,Tesla is down 0.5%.","news_type":1,"symbols_score_info":{"LI":0.9,"XPEV":0.9,"NIO":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":4082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351317495,"gmtCreate":1616563343917,"gmtModify":1634525177709,"author":{"id":"3575616552570301","authorId":"3575616552570301","name":"KSHoSG","avatar":"https://static.tigerbbs.com/f9e9c60ddd65dd7dca218423e8951ee3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575616552570301","idStr":"3575616552570301"},"themes":[],"htmlText":"[无语]&nbsp;","listText":"[无语]&nbsp;","text":"[无语]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351317495","repostId":"1114012318","repostType":4,"isVote":1,"tweetType":1,"viewCount":2758,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359110670,"gmtCreate":1616373206190,"gmtModify":1634526220920,"author":{"id":"3575616552570301","authorId":"3575616552570301","name":"KSHoSG","avatar":"https://static.tigerbbs.com/f9e9c60ddd65dd7dca218423e8951ee3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575616552570301","idStr":"3575616552570301"},"themes":[],"htmlText":"[呆住]&nbsp;","listText":"[呆住]&nbsp;","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359110670","repostId":"1126157111","repostType":4,"isVote":1,"tweetType":1,"viewCount":1934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350542592,"gmtCreate":1616240045816,"gmtModify":1634526612488,"author":{"id":"3575616552570301","authorId":"3575616552570301","name":"KSHoSG","avatar":"https://static.tigerbbs.com/f9e9c60ddd65dd7dca218423e8951ee3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575616552570301","idStr":"3575616552570301"},"themes":[],"htmlText":"[思考]&nbsp;","listText":"[思考]&nbsp;","text":"[思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350542592","repostId":"1135216146","repostType":4,"isVote":1,"tweetType":1,"viewCount":1630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350221148,"gmtCreate":1616214846684,"gmtModify":1634526694575,"author":{"id":"3575616552570301","authorId":"3575616552570301","name":"KSHoSG","avatar":"https://static.tigerbbs.com/f9e9c60ddd65dd7dca218423e8951ee3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575616552570301","idStr":"3575616552570301"},"themes":[],"htmlText":"Concerning to consider.","listText":"Concerning to consider.","text":"Concerning to consider.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/350221148","repostId":"1137663173","repostType":4,"repost":{"id":"1137663173","kind":"news","pubTimestamp":1616148159,"share":"https://www.laohu8.com/m/news/1137663173?lang=zh_CN&edition=full","pubTime":"2021-03-19 18:02","market":"us","language":"en","title":"Tech Stocks Are Falling Fast, Here Are 4 Cyclical Stocks That Are Still Cheap<blockquote>科技股快速下跌，这里有4只周期股仍然便宜</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137663173","media":"marketwatch","summary":"Investors have rushed into so-called cyclical stocks as the economic outlook has gotten a shot in th","content":"<p>Investors have rushed into so-called cyclical stocks as the economic outlook has gotten a shot in the arm and high-flying tech stocks take it on the chin. Even though many of those stocks, which perform better in times of economic expansion, now look a little expensive, a few still stand out as fairly cheap.</p><p><blockquote>随着经济前景受到提振，投资者纷纷涌入所谓的周期性股票，而飞速发展的科技股则表现强劲。尽管许多在经济扩张时期表现较好的股票现在看起来有点贵，但仍有一些股票相当便宜。</blockquote></p><p> Stocks in economically-sensitive sectors such as banks, oil and industrials have performed more than handsomely this year as states announced reopenings and trillions of dollars of fiscal stimulus more than shored up demand. The SPDR S&amp;P Bank (ticker: KBE), Industrial Select Sector SPDR (XLI) and Energy Select Sector SPDR (XLE) exchange-traded funds are all up double digits year to date, dwarfing the S&amp;P 500’s roughly 6% gain and the Nasdaq Composite’s 3.3% advance.</p><p><blockquote>银行、石油和工业等经济敏感行业的股票今年表现非常出色，因为各州宣布重新开放，数万亿美元的财政刺激措施对需求的支撑作用更大。SPDR S&amp;P Bank（股票代码：KBE）、工业精选行业SPDR(XLI)和能源精选行业SPDR(XLE)交易所交易基金今年迄今均上涨了两位数，使标普500约6%的涨幅和纳斯达克指数相形见绌综合指数上涨3.3%。</blockquote></p><p> Tons of cyclicals now look fairly overextended. Caterpillar (CAT), for example, is up 27% year to date. The average analyst price target is 6% below its current trading price. Fortunately, there are some out there trading at attractive valuations with earnings momentum on their side.</p><p><blockquote>大量的周期性股票现在看起来相当过度。例如，卡特彼勒(CAT)今年迄今上涨了27%。分析师平均目标价比当前交易价格低6%。幸运的是，有些公司的估值颇具吸引力，盈利势头也对他们有利。</blockquote></p><p> Strategists at Citigroup compiled a list on Monday of stocks with tolerable valuations, a few of which are cyclical in nature. Citi looked at the PEG ratio, or price/earnings to growth, which divides the forward earnings multiple by the expected earnings growth rate. It tells how justified a stock’s valuation is by showing the gap between the multiple and earnings growth. The slimmer the gap, the cheaper the stock. Citi looked at large capitalization stocks—those with market caps above $10 billion--and looked for those with the 25 lowest PEG ratios.</p><p><blockquote>花旗集团策略师周一编制了一份估值尚可的股票名单，其中一些股票具有周期性。花旗研究了PEG比率，即市盈率与增长率，即将预期收益倍数除以预期收益增长率。它通过显示市盈率和盈利增长之间的差距来说明股票估值的合理性。差距越小，股票就越便宜。花旗关注了大盘股（市值超过100亿美元的股票），并寻找了PEG比率最低的25只股票。</blockquote></p><p> When economic demand rises robustly, so do manufacturing projects, increasing demand for industrial metals used to build machinery. That’s propelled shares of Freeport McMoRan (FCX), the $50 billion by market capitalization metal miner. The company is worth a quarter more now than it was at the beginning of 2021. But the stock still trades at a PEG ratio of about 0.3, based on an expected compound annual growth rate of earnings for the next 3 years. By comparison, the average stock on the S&amp;P 500 trades at a PEG ratio of 1.3. Freeport McMoRan shares could have plenty of runway ahead.</p><p><blockquote>当经济需求强劲增长时，制造业项目也会强劲增长，从而增加对用于制造机械的工业金属的需求。这推动了市值500亿美元的金属矿商自由港麦克莫兰(FCX)的股价上涨。该公司目前的市值比2021年初高出四分之一。但根据未来3年盈利的预期复合年增长率，该股的PEG比率仍约为0.3。相比之下，标普500股票的平均PEG比率为1.3。自由港麦克莫兰公司的股价可能会有很大的发展空间。</blockquote></p><p> Auto makers and other manufacturers need steel to build more products and machines when demand firms up. That’s good news for steelmaker Nucor (NUE), which has seen its currently $20 billion market cap rise by about a third this year. It trades at a 0.9 PEG ratio.</p><p><blockquote>当需求强劲时，汽车制造商和其他制造商需要钢铁来制造更多的产品和机器。这对钢铁制造商纽柯钢铁(NUE)来说是个好消息，该公司目前200亿美元的市值今年上涨了约三分之一。它的PEG比率为0.9。</blockquote></p><p> Shares of General Motors (GM) are up 45% but still trade at a PEG ratio around 1.3, in line with that of the broader market. The stock looks a little less attractive than the others on the list and earnings are only expected to compound in the high single digits over the next 3 years. Still, earnings in 2022 are expected to grow 19% over 2021, according to analysts polled by FactSet. The stock could therefore enjoy plenty of momentum in the near-term. People purchase more cars when they have more discretionary spending capacity.</p><p><blockquote>通用汽车(GM)股价上涨45%，但PEG比率仍在1.3左右，与大盘一致。该股看起来不如名单上的其他股票那么有吸引力，预计未来3年盈利仅会以高个位数复合。尽管如此，据FactSet调查的分析师称，2022年的盈利预计将比2021年增长19%。因此，该股在短期内可能会享有充足的动力。当人们有更多的可自由支配消费能力时，他们会购买更多的汽车。</blockquote></p><p> Hotel chain Marriott International (MAR) is up more than 20% this year. It trades at a PEG ratio of 0.4. As the virus risk associated with hotels fades, people may be more comfortable visiting them. Plus, people’s increased discretionary spend is a major tailwind for hotels.</p><p><blockquote>连锁酒店万豪国际(MAR)今年股价上涨超过20%。它的PEG比率为0.4。随着与酒店相关的病毒风险消退，人们可能会更愿意去酒店。此外，人们可自由支配支出的增加是酒店的一大推动力。</blockquote></p><p> Stocks are pricey by some measures, but that doesn’t mean there are no bargains to ride the sharp economic rebound.</p><p><blockquote>从某些指标来看，股票价格昂贵，但这并不意味着没有便宜货可以驾驭经济的大幅反弹。</blockquote></p><p></p>","source":"market_watch","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>Tech Stocks Are Falling Fast, Here Are 4 Cyclical Stocks That Are Still Cheap<blockquote>科技股快速下跌，这里有4只周期股仍然便宜</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\">\nTech Stocks Are Falling Fast, Here Are 4 Cyclical Stocks That Are Still Cheap<blockquote>科技股快速下跌，这里有4只周期股仍然便宜</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">marketwatch</strong><span class=\"h-time small\">2021-03-19 18:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Investors have rushed into so-called cyclical stocks as the economic outlook has gotten a shot in the arm and high-flying tech stocks take it on the chin. Even though many of those stocks, which perform better in times of economic expansion, now look a little expensive, a few still stand out as fairly cheap.</p><p><blockquote>随着经济前景受到提振，投资者纷纷涌入所谓的周期性股票，而飞速发展的科技股则表现强劲。尽管许多在经济扩张时期表现较好的股票现在看起来有点贵，但仍有一些股票相当便宜。</blockquote></p><p> Stocks in economically-sensitive sectors such as banks, oil and industrials have performed more than handsomely this year as states announced reopenings and trillions of dollars of fiscal stimulus more than shored up demand. The SPDR S&amp;P Bank (ticker: KBE), Industrial Select Sector SPDR (XLI) and Energy Select Sector SPDR (XLE) exchange-traded funds are all up double digits year to date, dwarfing the S&amp;P 500’s roughly 6% gain and the Nasdaq Composite’s 3.3% advance.</p><p><blockquote>银行、石油和工业等经济敏感行业的股票今年表现非常出色，因为各州宣布重新开放，数万亿美元的财政刺激措施对需求的支撑作用更大。SPDR S&amp;P Bank（股票代码：KBE）、工业精选行业SPDR(XLI)和能源精选行业SPDR(XLE)交易所交易基金今年迄今均上涨了两位数，使标普500约6%的涨幅和纳斯达克指数相形见绌综合指数上涨3.3%。</blockquote></p><p> Tons of cyclicals now look fairly overextended. Caterpillar (CAT), for example, is up 27% year to date. The average analyst price target is 6% below its current trading price. Fortunately, there are some out there trading at attractive valuations with earnings momentum on their side.</p><p><blockquote>大量的周期性股票现在看起来相当过度。例如，卡特彼勒(CAT)今年迄今上涨了27%。分析师平均目标价比当前交易价格低6%。幸运的是，有些公司的估值颇具吸引力，盈利势头也对他们有利。</blockquote></p><p> Strategists at Citigroup compiled a list on Monday of stocks with tolerable valuations, a few of which are cyclical in nature. Citi looked at the PEG ratio, or price/earnings to growth, which divides the forward earnings multiple by the expected earnings growth rate. It tells how justified a stock’s valuation is by showing the gap between the multiple and earnings growth. The slimmer the gap, the cheaper the stock. Citi looked at large capitalization stocks—those with market caps above $10 billion--and looked for those with the 25 lowest PEG ratios.</p><p><blockquote>花旗集团策略师周一编制了一份估值尚可的股票名单，其中一些股票具有周期性。花旗研究了PEG比率，即市盈率与增长率，即将预期收益倍数除以预期收益增长率。它通过显示市盈率和盈利增长之间的差距来说明股票估值的合理性。差距越小，股票就越便宜。花旗关注了大盘股（市值超过100亿美元的股票），并寻找了PEG比率最低的25只股票。</blockquote></p><p> When economic demand rises robustly, so do manufacturing projects, increasing demand for industrial metals used to build machinery. That’s propelled shares of Freeport McMoRan (FCX), the $50 billion by market capitalization metal miner. The company is worth a quarter more now than it was at the beginning of 2021. But the stock still trades at a PEG ratio of about 0.3, based on an expected compound annual growth rate of earnings for the next 3 years. By comparison, the average stock on the S&amp;P 500 trades at a PEG ratio of 1.3. Freeport McMoRan shares could have plenty of runway ahead.</p><p><blockquote>当经济需求强劲增长时，制造业项目也会强劲增长，从而增加对用于制造机械的工业金属的需求。这推动了市值500亿美元的金属矿商自由港麦克莫兰(FCX)的股价上涨。该公司目前的市值比2021年初高出四分之一。但根据未来3年盈利的预期复合年增长率，该股的PEG比率仍约为0.3。相比之下，标普500股票的平均PEG比率为1.3。自由港麦克莫兰公司的股价可能会有很大的发展空间。</blockquote></p><p> Auto makers and other manufacturers need steel to build more products and machines when demand firms up. That’s good news for steelmaker Nucor (NUE), which has seen its currently $20 billion market cap rise by about a third this year. It trades at a 0.9 PEG ratio.</p><p><blockquote>当需求强劲时，汽车制造商和其他制造商需要钢铁来制造更多的产品和机器。这对钢铁制造商纽柯钢铁(NUE)来说是个好消息，该公司目前200亿美元的市值今年上涨了约三分之一。它的PEG比率为0.9。</blockquote></p><p> Shares of General Motors (GM) are up 45% but still trade at a PEG ratio around 1.3, in line with that of the broader market. The stock looks a little less attractive than the others on the list and earnings are only expected to compound in the high single digits over the next 3 years. Still, earnings in 2022 are expected to grow 19% over 2021, according to analysts polled by FactSet. The stock could therefore enjoy plenty of momentum in the near-term. People purchase more cars when they have more discretionary spending capacity.</p><p><blockquote>通用汽车(GM)股价上涨45%，但PEG比率仍在1.3左右，与大盘一致。该股看起来不如名单上的其他股票那么有吸引力，预计未来3年盈利仅会以高个位数复合。尽管如此，据FactSet调查的分析师称，2022年的盈利预计将比2021年增长19%。因此，该股在短期内可能会享有充足的动力。当人们有更多的可自由支配消费能力时，他们会购买更多的汽车。</blockquote></p><p> Hotel chain Marriott International (MAR) is up more than 20% this year. It trades at a PEG ratio of 0.4. As the virus risk associated with hotels fades, people may be more comfortable visiting them. Plus, people’s increased discretionary spend is a major tailwind for hotels.</p><p><blockquote>连锁酒店万豪国际(MAR)今年股价上涨超过20%。它的PEG比率为0.4。随着与酒店相关的病毒风险消退，人们可能会更愿意去酒店。此外，人们可自由支配支出的增加是酒店的一大推动力。</blockquote></p><p> Stocks are pricey by some measures, but that doesn’t mean there are no bargains to ride the sharp economic rebound.</p><p><blockquote>从某些指标来看，股票价格昂贵，但这并不意味着没有便宜货可以驾驭经济的大幅反弹。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/cyclical-stocks-have-been-on-a-tear-here-are-4-names-that-are-still-cheap-51616059802?mod=hp_DAY_Theme_2_2\">marketwatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯","SPY":"标普500ETF"},"source_url":"https://www.barrons.com/articles/cyclical-stocks-have-been-on-a-tear-here-are-4-names-that-are-still-cheap-51616059802?mod=hp_DAY_Theme_2_2","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1137663173","content_text":"Investors have rushed into so-called cyclical stocks as the economic outlook has gotten a shot in the arm and high-flying tech stocks take it on the chin. Even though many of those stocks, which perform better in times of economic expansion, now look a little expensive, a few still stand out as fairly cheap.\nStocks in economically-sensitive sectors such as banks, oil and industrials have performed more than handsomely this year as states announced reopenings and trillions of dollars of fiscal stimulus more than shored up demand. The SPDR S&P Bank (ticker: KBE), Industrial Select Sector SPDR (XLI) and Energy Select Sector SPDR (XLE) exchange-traded funds are all up double digits year to date, dwarfing the S&P 500’s roughly 6% gain and the Nasdaq Composite’s 3.3% advance.\nTons of cyclicals now look fairly overextended. Caterpillar (CAT), for example, is up 27% year to date. The average analyst price target is 6% below its current trading price. Fortunately, there are some out there trading at attractive valuations with earnings momentum on their side.\nStrategists at Citigroup compiled a list on Monday of stocks with tolerable valuations, a few of which are cyclical in nature. Citi looked at the PEG ratio, or price/earnings to growth, which divides the forward earnings multiple by the expected earnings growth rate. It tells how justified a stock’s valuation is by showing the gap between the multiple and earnings growth. The slimmer the gap, the cheaper the stock. Citi looked at large capitalization stocks—those with market caps above $10 billion--and looked for those with the 25 lowest PEG ratios.\nWhen economic demand rises robustly, so do manufacturing projects, increasing demand for industrial metals used to build machinery. That’s propelled shares of Freeport McMoRan (FCX), the $50 billion by market capitalization metal miner. The company is worth a quarter more now than it was at the beginning of 2021. But the stock still trades at a PEG ratio of about 0.3, based on an expected compound annual growth rate of earnings for the next 3 years. By comparison, the average stock on the S&P 500 trades at a PEG ratio of 1.3. Freeport McMoRan shares could have plenty of runway ahead.\nAuto makers and other manufacturers need steel to build more products and machines when demand firms up. That’s good news for steelmaker Nucor (NUE), which has seen its currently $20 billion market cap rise by about a third this year. It trades at a 0.9 PEG ratio.\nShares of General Motors (GM) are up 45% but still trade at a PEG ratio around 1.3, in line with that of the broader market. The stock looks a little less attractive than the others on the list and earnings are only expected to compound in the high single digits over the next 3 years. Still, earnings in 2022 are expected to grow 19% over 2021, according to analysts polled by FactSet. The stock could therefore enjoy plenty of momentum in the near-term. People purchase more cars when they have more discretionary spending capacity.\nHotel chain Marriott International (MAR) is up more than 20% this year. It trades at a PEG ratio of 0.4. As the virus risk associated with hotels fades, people may be more comfortable visiting them. Plus, people’s increased discretionary spend is a major tailwind for hotels.\nStocks are pricey by some measures, but that doesn’t mean there are no bargains to ride the sharp economic rebound.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,"SPY":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350221025,"gmtCreate":1616214762267,"gmtModify":1634526694942,"author":{"id":"3575616552570301","authorId":"3575616552570301","name":"KSHoSG","avatar":"https://static.tigerbbs.com/f9e9c60ddd65dd7dca218423e8951ee3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575616552570301","idStr":"3575616552570301"},"themes":[],"htmlText":"Good reference.","listText":"Good reference.","text":"Good reference.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350221025","repostId":"1188846193","repostType":4,"repost":{"id":"1188846193","kind":"news","pubTimestamp":1616152118,"share":"https://www.laohu8.com/m/news/1188846193?lang=zh_CN&edition=full","pubTime":"2021-03-19 19:08","market":"us","language":"en","title":"3 Unbeatable Growth Stocks to Buy If the Market Crashes<blockquote>如果市场崩盘，值得买入的3只无与伦比的成长型股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1188846193","media":"Motley Fool","summary":"A plunging stock market would allow investors to scoop up these superior businesses at a discount.Yo","content":"<p>A plunging stock market would allow investors to scoop up these superior businesses at a discount.You might not like what I'm about to say, but history says it's a fact:Stock market crashes are inevitable.</p><p><blockquote>股市暴跌将使投资者能够以折扣价收购这些优质业务。你可能不喜欢我要说的话，但历史告诉我们这是一个事实：股市崩盘是不可避免的。</blockquote></p><p>Over the past 71 years, the benchmark<b>S&amp;P 500</b>has undergone 38 corrections and crashes that led to a double-digit decline in the index. For you math-phobes out there, this works out to a double-digit decline once every 1.87 years. Crashes are common, and there are always catalysts waiting in the wings to send the market screaming lower.</p><p><blockquote>71年来，基准<b>标普500</b>经历了38次调整和崩盘，导致该指数出现两位数下跌。对于你们这些数学恐惧症患者来说，这相当于每1.87年出现一次两位数的下降。崩盘很常见，总有催化剂在等待，让市场大幅走低。</blockquote></p><p>For example, the Shiller price-to-earnings (P/E) ratio for the S&amp;P 500 -- a measure of the average inflation-adjusted earnings from the previous 10 years -- nearly hit 36 this week. That's well over double the 150-year average of 16.8. What's more, the previous four times the S&amp;P 500's Shiller P/E ratio topped (and sustained) 30, the indexlost a minimum of 20%.</p><p><blockquote>例如，标普500的席勒市盈率（P/E）——衡量过去10年经通胀调整后的平均收益——本周几乎达到36。这是150年平均水平16.8的两倍多。更重要的是，在标普500席勒市盈率突破（并持续）30之前的四次，该指数至少下跌了20%。</blockquote></p><p>Additionally, margin use among retail investors is up. According to a Harris poll released in September, 43% of retail investors are relying on leverage, whether that means buying on margin or using options in an attempt to time the market. If things get moving in the wrong direction, margin calls could seriously hurt the stock market.</p><p><blockquote>此外，散户投资者的保证金使用量也在上升。根据哈里斯9月份发布的一项民意调查，43%的散户投资者依赖杠杆，无论这意味着用保证金购买还是使用期权来把握市场时机。如果事情朝着错误的方向发展，保证金评级可能会严重损害股市。</blockquote></p><p>But there's good news here, as well.</p><p><blockquote>但这里也有好消息。</blockquote></p><p>Each and every stock market crash and correction in history has proved to be a buying opportunity for long-term investors. Eventually, a bull market always erases a correction or bear market decline. With this in mind, the following three unbeatablegrowth stockswould be the perfect buys if the market crashes.</p><p><blockquote>历史上的每一次股市崩盘和调整都被证明是长期投资者的买入机会。最终，牛市总是会抹去调整或熊市下跌。考虑到这一点，如果市场崩盘，以下三只无与伦比的成长型股票将是完美的买入对象。</blockquote></p><p><b>CrowdStrike Holdings</b></p><p><blockquote><b>众击控股</b></blockquote></p><p>Following its stellar fiscal fourth-quarter operating results,cybersecurity stock<b>CrowdStrike Holdings</b>(NASDAQ:CRWD)is looking like an absolute must-own if a market crash occurs.</p><p><blockquote>继第四财季运营业绩出色之后，网络安全股票<b>众击控股</b>（纳斯达克：CRWD）看起来绝对是市场崩盘时必须拥有的股票。</blockquote></p><p>On a macro basis, there should be a double-digit annualized growth opportunity for cybersecurity companies throughout the decade. Businesses were already moving their data into the cloud well before the coronavirus pandemic hit. The past year has simply accelerated an existing trend and generated even more demand for third-party solutions.</p><p><blockquote>从宏观角度来看，网络安全公司在整个十年中应该会有两位数的年化增长机会。早在冠状病毒大流行爆发之前，企业就已经将数据转移到云中。过去的一年只是加速了现有的趋势，并产生了对第三方解决方案的更多需求。</blockquote></p><p>What makes CrowdStrike such a studis the company's Falcon security platform. Falcon is cloud native, responsible for overseeing more than 3 trillion events each week, and is leaning on artificial intelligence (AI) to grow smarter over time. In layman's terms, Falcon can respond to potential threats much faster than in-house security solutions, and in many cases, it can do so at a cheaper overall cost.</p><p><blockquote>是什么让CrowdStrike如此成功研究了该公司的Falcon安全平台。Falcon是云原生的，每周负责监督超过3万亿次事件，并依靠人工智能（AI）随着时间的推移变得更加智能。通俗地说，Falcon可以比内部安全解决方案更快地响应潜在威胁，而且在许多情况下，它可以以更低的总体成本做到这一点。</blockquote></p><p>What's become readily apparent is that CrowdStrike's clients love the product. Over the past 15 quarters (three years, nine months), the percentage of customers with at least four cloud module subscriptions has catapulted from 9% to 63%. What's more, the company has a 12-quarter streak of its dollar-based retention rate topping at least 123%. This means existing customers are spending at least 23% more year over year on subscription services. That's not a surprising figure when you realize that 98% of clients are retained year over year.</p><p><blockquote>显而易见的是，CrowdStrike的客户喜欢这款产品。在过去的15个季度（三年零九个月）中，拥有至少四个云模块订阅的客户比例从9%跃升至63%。更重要的是，该公司以美元计算的保留率已连续12个季度超过至少123%。这意味着现有客户在订阅服务上的支出同比至少增加了23%。当你意识到98%的客户年复一年地被保留时，这个数字并不令人惊讶。</blockquote></p><p>But possibly the craziest thing of all about CrowdStrike is that the company's long-term subscription gross margin target of 75% to 80%-plushas already been achieved, despite the company still being in the early innings of its growth. CrowdStrike has all the makings of a dominant force in cybersecurity solutions.</p><p><blockquote>但CrowdStrike最疯狂的事情可能是，尽管该公司仍处于增长的早期阶段，但该公司75%至80%以上的长期订阅毛利率目标已经实现。CrowdStrike具备网络安全解决方案主导力量的所有条件。</blockquote></p><p><b>Teladoc Health</b></p><p><blockquote><b>Teladoc健康</b></blockquote></p><p>Another growth stock investors can comfortably pile into during a stock market crash is telemedicine giant<b>Teladoc Health</b>(NYSE:TDOC).</p><p><blockquote>投资者在股市崩盘期间可以轻松买入的另一只成长型股票是远程医疗巨头<b>Teladoc健康</b>（纽约证券交易所代码：TDOC）。</blockquote></p><p>As you might have rightly guessed, Teladoc benefited in a big way from the coronavirus pandemic. With physicians and hospitals aiming to keep potentially infected patients and people with chronic health conditions in their homes, the medical community turned in big numbers for virtual visits. In total, Teladoc handled just shy of 10.6 million virtual visits in 2020, up from 4.14 million visits in the prior-year period.</p><p><blockquote>正如您可能正确猜测的那样，Teladoc从冠状病毒大流行中受益匪浅。随着医生和医院的目标是将潜在感染的患者和慢性病患者留在家中，医学界大量进行虚拟就诊。Teladoc在2020年总共处理了近1060万次虚拟访问，高于去年同期的414万次访问。</blockquote></p><p>The big question is: Can Teladoc's growth continue in a post-pandemic environment? The answer ishighly likely to be yes. That's because telehealth is extremely convenient for patients and can help physicians better monitor chronically ill patients. Best of all, virtual visits are usually billed at a lower rate than office visits, which makes telehealth an instant hit with health insurers.</p><p><blockquote>最大的问题是：Teladoc的增长能否在大流行后的环境中继续？答案很可能是肯定的。这是因为远程医疗对患者来说非常方便，可以帮助医生更好地监测慢性病患者。最重要的是，虚拟就诊的费用通常低于办公室就诊，这使得远程医疗立即受到健康保险公司的欢迎。</blockquote></p><p>Teladoc's acquisition ofleading applied health-signals companyLivongo Health also gives it a competitive edge. Livongo is a data-driven company that relies on artificial intelligence (AI) to send its subscribers tips and nudges to help them lead healthier lives. Livongo has secured more than 500,000 diabetics as subscribers and has plans to expand its service to cover hypertension and weight management. In my estimate, Livongo's services could encompass in the neighborhood of 40% of the U.S. population.</p><p><blockquote>Teladoc收购领先的应用健康信号公司Livongo Health也为其带来了竞争优势。Livongo是一家数据驱动型公司，依靠人工智能(AI)向订户发送提示和提示，帮助他们过上更健康的生活。Livongo已获得超过500,000名糖尿病患者的订户，并计划将其服务扩展到高血压和体重管理。据我估计，Livongo的服务可以覆盖大约40%的美国人口。</blockquote></p><p></p><p>As a combined entity, Teladoc and Livongo have the ability to cross-sell, too. With both companies working toward personalizing the care process and improving care oversight, Teladoc looks like a good bet to be one of the fastest-growinghealthcare stocksof the decade.</p><p><blockquote>作为合并后的实体，Teladoc和Livongo也有能力进行交叉销售。随着两家公司都致力于个性化护理流程和改善护理监督，Teladoc看起来很有可能成为十年来增长最快的医疗保健股票之一。</blockquote></p><p><b>Amazon</b></p><p><blockquote><b>亚马逊</b></blockquote></p><p>Finally, when the stock market crashes next, don't be afraid to pull the trigger on shares of e-commerce kingpin<b>Amazon</b>(NASDAQ:AMZN).</p><p><blockquote>最后，当下一次股市崩盘时，不要害怕扣动电子商务巨头股票的扳机<b>亚马逊</b>（纳斯达克：AMZN）。</blockquote></p><p>If you're noticing a trend here, it's that many of the fastest-growing companies benefited from the pandemic -- more specifically, the shift toward online consumption or data storage. Last year, Amazonregistered $386.1 billion in sales, which represents an increase of $105.6 billion, or 38%, from the prior-year period. No one on Wall Street is used to megacap companies growing this robustly.</p><p><blockquote>如果你注意到这里的一个趋势，那就是许多增长最快的公司受益于疫情——更具体地说，是向在线消费或数据存储的转变。去年，亚马逊的销售额为3861亿美元，比上年同期增加了1056亿美元，即38%。华尔街没有人习惯大型公司如此强劲的增长。</blockquote></p><p>One reason Amazon is such a successful company is its sheer dominance of online retail. According to eMarketer, Amazon's U.S. online retail share is expected tojump 100 basis points to 39.7% in 2021. Put another way, $0.40 of every $1 spent online in the U.S. is routed through Amazon.</p><p><blockquote>亚马逊如此成功的原因之一是它在在线零售领域的绝对主导地位。根据eMarketer的数据，亚马逊在美国的在线零售份额预计将在2021年跃升100个基点至39.7%。换句话说，在美国网上消费的每1美元中，有0.40美元是通过亚马逊进行的。</blockquote></p><p>Even though retail margins are nothing to write home about, this sheer dominance has helped the company sign up well over 150 million people worldwide to a Prime subscription. The fees Amazon generates from Prime help it to undercut brick-and-mortar retailers on price.</p><p><blockquote>尽管零售利润率没什么值得大书特书的，但这种绝对的主导地位帮助该公司在全球范围内吸引了超过1.5亿人订阅Prime。亚马逊从Prime产生的费用有助于其在价格上低于实体零售商。</blockquote></p><p>Amazon is also a leader in cloud infrastructure services. Amazon Web Services (AWS) grew sales by 30% in 2020 -- i.e., during the worst economic downturn in decades. Despite accounting for only 11.8% of total sales last year, the exceptionally high margins associated with cloud infrastructure helped AWS bring in $13.5 billion of Amazon's $22.9 billion in operating income. As AWS grows into a larger percentage of total sales,operating cash flow is going to soar.</p><p><blockquote>亚马逊也是云基础设施服务领域的领导者。亚马逊网络服务(AWS)的销售额在2020年增长了30%，即在几十年来最严重的经济衰退期间。尽管去年仅占总销售额的11.8%，但与云基础设施相关的异常高的利润率帮助AWS带来了亚马逊229亿美元营业收入中的135亿美元。随着AWS在总销售额中所占的比例越来越大，运营现金流将会飙升。</blockquote></p><p>After regularly being valued at between 23 and 37 times year-end cash flow, Amazon's current share price has it on pace for a multiple relative to cash flow of sub-15 in 2023. That makes it a bargain you'll want to scoop up on any major dip.</p><p><blockquote>亚马逊的估值通常为年终现金流的23至37倍，目前的股价有望在2023年达到15以下现金流的倍数。这使得它成为您在任何重大下跌时都会想要买入的便宜货。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Unbeatable Growth Stocks to Buy If the Market Crashes<blockquote>如果市场崩盘，值得买入的3只无与伦比的成长型股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Unbeatable Growth Stocks to Buy If the Market Crashes<blockquote>如果市场崩盘，值得买入的3只无与伦比的成长型股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-03-19 19:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>A plunging stock market would allow investors to scoop up these superior businesses at a discount.You might not like what I'm about to say, but history says it's a fact:Stock market crashes are inevitable.</p><p><blockquote>股市暴跌将使投资者能够以折扣价收购这些优质业务。你可能不喜欢我要说的话，但历史告诉我们这是一个事实：股市崩盘是不可避免的。</blockquote></p><p>Over the past 71 years, the benchmark<b>S&amp;P 500</b>has undergone 38 corrections and crashes that led to a double-digit decline in the index. For you math-phobes out there, this works out to a double-digit decline once every 1.87 years. Crashes are common, and there are always catalysts waiting in the wings to send the market screaming lower.</p><p><blockquote>71年来，基准<b>标普500</b>经历了38次调整和崩盘，导致该指数出现两位数下跌。对于你们这些数学恐惧症患者来说，这相当于每1.87年出现一次两位数的下降。崩盘很常见，总有催化剂在等待，让市场大幅走低。</blockquote></p><p>For example, the Shiller price-to-earnings (P/E) ratio for the S&amp;P 500 -- a measure of the average inflation-adjusted earnings from the previous 10 years -- nearly hit 36 this week. That's well over double the 150-year average of 16.8. What's more, the previous four times the S&amp;P 500's Shiller P/E ratio topped (and sustained) 30, the indexlost a minimum of 20%.</p><p><blockquote>例如，标普500的席勒市盈率（P/E）——衡量过去10年经通胀调整后的平均收益——本周几乎达到36。这是150年平均水平16.8的两倍多。更重要的是，在标普500席勒市盈率突破（并持续）30之前的四次，该指数至少下跌了20%。</blockquote></p><p>Additionally, margin use among retail investors is up. According to a Harris poll released in September, 43% of retail investors are relying on leverage, whether that means buying on margin or using options in an attempt to time the market. If things get moving in the wrong direction, margin calls could seriously hurt the stock market.</p><p><blockquote>此外，散户投资者的保证金使用量也在上升。根据哈里斯9月份发布的一项民意调查，43%的散户投资者依赖杠杆，无论这意味着用保证金购买还是使用期权来把握市场时机。如果事情朝着错误的方向发展，保证金评级可能会严重损害股市。</blockquote></p><p>But there's good news here, as well.</p><p><blockquote>但这里也有好消息。</blockquote></p><p>Each and every stock market crash and correction in history has proved to be a buying opportunity for long-term investors. Eventually, a bull market always erases a correction or bear market decline. With this in mind, the following three unbeatablegrowth stockswould be the perfect buys if the market crashes.</p><p><blockquote>历史上的每一次股市崩盘和调整都被证明是长期投资者的买入机会。最终，牛市总是会抹去调整或熊市下跌。考虑到这一点，如果市场崩盘，以下三只无与伦比的成长型股票将是完美的买入对象。</blockquote></p><p><b>CrowdStrike Holdings</b></p><p><blockquote><b>众击控股</b></blockquote></p><p>Following its stellar fiscal fourth-quarter operating results,cybersecurity stock<b>CrowdStrike Holdings</b>(NASDAQ:CRWD)is looking like an absolute must-own if a market crash occurs.</p><p><blockquote>继第四财季运营业绩出色之后，网络安全股票<b>众击控股</b>（纳斯达克：CRWD）看起来绝对是市场崩盘时必须拥有的股票。</blockquote></p><p>On a macro basis, there should be a double-digit annualized growth opportunity for cybersecurity companies throughout the decade. Businesses were already moving their data into the cloud well before the coronavirus pandemic hit. The past year has simply accelerated an existing trend and generated even more demand for third-party solutions.</p><p><blockquote>从宏观角度来看，网络安全公司在整个十年中应该会有两位数的年化增长机会。早在冠状病毒大流行爆发之前，企业就已经将数据转移到云中。过去的一年只是加速了现有的趋势，并产生了对第三方解决方案的更多需求。</blockquote></p><p>What makes CrowdStrike such a studis the company's Falcon security platform. Falcon is cloud native, responsible for overseeing more than 3 trillion events each week, and is leaning on artificial intelligence (AI) to grow smarter over time. In layman's terms, Falcon can respond to potential threats much faster than in-house security solutions, and in many cases, it can do so at a cheaper overall cost.</p><p><blockquote>是什么让CrowdStrike如此成功研究了该公司的Falcon安全平台。Falcon是云原生的，每周负责监督超过3万亿次事件，并依靠人工智能（AI）随着时间的推移变得更加智能。通俗地说，Falcon可以比内部安全解决方案更快地响应潜在威胁，而且在许多情况下，它可以以更低的总体成本做到这一点。</blockquote></p><p>What's become readily apparent is that CrowdStrike's clients love the product. Over the past 15 quarters (three years, nine months), the percentage of customers with at least four cloud module subscriptions has catapulted from 9% to 63%. What's more, the company has a 12-quarter streak of its dollar-based retention rate topping at least 123%. This means existing customers are spending at least 23% more year over year on subscription services. That's not a surprising figure when you realize that 98% of clients are retained year over year.</p><p><blockquote>显而易见的是，CrowdStrike的客户喜欢这款产品。在过去的15个季度（三年零九个月）中，拥有至少四个云模块订阅的客户比例从9%跃升至63%。更重要的是，该公司以美元计算的保留率已连续12个季度超过至少123%。这意味着现有客户在订阅服务上的支出同比至少增加了23%。当你意识到98%的客户年复一年地被保留时，这个数字并不令人惊讶。</blockquote></p><p>But possibly the craziest thing of all about CrowdStrike is that the company's long-term subscription gross margin target of 75% to 80%-plushas already been achieved, despite the company still being in the early innings of its growth. CrowdStrike has all the makings of a dominant force in cybersecurity solutions.</p><p><blockquote>但CrowdStrike最疯狂的事情可能是，尽管该公司仍处于增长的早期阶段，但该公司75%至80%以上的长期订阅毛利率目标已经实现。CrowdStrike具备网络安全解决方案主导力量的所有条件。</blockquote></p><p><b>Teladoc Health</b></p><p><blockquote><b>Teladoc健康</b></blockquote></p><p>Another growth stock investors can comfortably pile into during a stock market crash is telemedicine giant<b>Teladoc Health</b>(NYSE:TDOC).</p><p><blockquote>投资者在股市崩盘期间可以轻松买入的另一只成长型股票是远程医疗巨头<b>Teladoc健康</b>（纽约证券交易所代码：TDOC）。</blockquote></p><p>As you might have rightly guessed, Teladoc benefited in a big way from the coronavirus pandemic. With physicians and hospitals aiming to keep potentially infected patients and people with chronic health conditions in their homes, the medical community turned in big numbers for virtual visits. In total, Teladoc handled just shy of 10.6 million virtual visits in 2020, up from 4.14 million visits in the prior-year period.</p><p><blockquote>正如您可能正确猜测的那样，Teladoc从冠状病毒大流行中受益匪浅。随着医生和医院的目标是将潜在感染的患者和慢性病患者留在家中，医学界大量进行虚拟就诊。Teladoc在2020年总共处理了近1060万次虚拟访问，高于去年同期的414万次访问。</blockquote></p><p>The big question is: Can Teladoc's growth continue in a post-pandemic environment? The answer ishighly likely to be yes. That's because telehealth is extremely convenient for patients and can help physicians better monitor chronically ill patients. Best of all, virtual visits are usually billed at a lower rate than office visits, which makes telehealth an instant hit with health insurers.</p><p><blockquote>最大的问题是：Teladoc的增长能否在大流行后的环境中继续？答案很可能是肯定的。这是因为远程医疗对患者来说非常方便，可以帮助医生更好地监测慢性病患者。最重要的是，虚拟就诊的费用通常低于办公室就诊，这使得远程医疗立即受到健康保险公司的欢迎。</blockquote></p><p>Teladoc's acquisition ofleading applied health-signals companyLivongo Health also gives it a competitive edge. Livongo is a data-driven company that relies on artificial intelligence (AI) to send its subscribers tips and nudges to help them lead healthier lives. Livongo has secured more than 500,000 diabetics as subscribers and has plans to expand its service to cover hypertension and weight management. In my estimate, Livongo's services could encompass in the neighborhood of 40% of the U.S. population.</p><p><blockquote>Teladoc收购领先的应用健康信号公司Livongo Health也为其带来了竞争优势。Livongo是一家数据驱动型公司，依靠人工智能(AI)向订户发送提示和提示，帮助他们过上更健康的生活。Livongo已获得超过500,000名糖尿病患者的订户，并计划将其服务扩展到高血压和体重管理。据我估计，Livongo的服务可以覆盖大约40%的美国人口。</blockquote></p><p></p><p>As a combined entity, Teladoc and Livongo have the ability to cross-sell, too. With both companies working toward personalizing the care process and improving care oversight, Teladoc looks like a good bet to be one of the fastest-growinghealthcare stocksof the decade.</p><p><blockquote>作为合并后的实体，Teladoc和Livongo也有能力进行交叉销售。随着两家公司都致力于个性化护理流程和改善护理监督，Teladoc看起来很有可能成为十年来增长最快的医疗保健股票之一。</blockquote></p><p><b>Amazon</b></p><p><blockquote><b>亚马逊</b></blockquote></p><p>Finally, when the stock market crashes next, don't be afraid to pull the trigger on shares of e-commerce kingpin<b>Amazon</b>(NASDAQ:AMZN).</p><p><blockquote>最后，当下一次股市崩盘时，不要害怕扣动电子商务巨头股票的扳机<b>亚马逊</b>（纳斯达克：AMZN）。</blockquote></p><p>If you're noticing a trend here, it's that many of the fastest-growing companies benefited from the pandemic -- more specifically, the shift toward online consumption or data storage. Last year, Amazonregistered $386.1 billion in sales, which represents an increase of $105.6 billion, or 38%, from the prior-year period. No one on Wall Street is used to megacap companies growing this robustly.</p><p><blockquote>如果你注意到这里的一个趋势，那就是许多增长最快的公司受益于疫情——更具体地说，是向在线消费或数据存储的转变。去年，亚马逊的销售额为3861亿美元，比上年同期增加了1056亿美元，即38%。华尔街没有人习惯大型公司如此强劲的增长。</blockquote></p><p>One reason Amazon is such a successful company is its sheer dominance of online retail. According to eMarketer, Amazon's U.S. online retail share is expected tojump 100 basis points to 39.7% in 2021. Put another way, $0.40 of every $1 spent online in the U.S. is routed through Amazon.</p><p><blockquote>亚马逊如此成功的原因之一是它在在线零售领域的绝对主导地位。根据eMarketer的数据，亚马逊在美国的在线零售份额预计将在2021年跃升100个基点至39.7%。换句话说，在美国网上消费的每1美元中，有0.40美元是通过亚马逊进行的。</blockquote></p><p>Even though retail margins are nothing to write home about, this sheer dominance has helped the company sign up well over 150 million people worldwide to a Prime subscription. The fees Amazon generates from Prime help it to undercut brick-and-mortar retailers on price.</p><p><blockquote>尽管零售利润率没什么值得大书特书的，但这种绝对的主导地位帮助该公司在全球范围内吸引了超过1.5亿人订阅Prime。亚马逊从Prime产生的费用有助于其在价格上低于实体零售商。</blockquote></p><p>Amazon is also a leader in cloud infrastructure services. Amazon Web Services (AWS) grew sales by 30% in 2020 -- i.e., during the worst economic downturn in decades. Despite accounting for only 11.8% of total sales last year, the exceptionally high margins associated with cloud infrastructure helped AWS bring in $13.5 billion of Amazon's $22.9 billion in operating income. As AWS grows into a larger percentage of total sales,operating cash flow is going to soar.</p><p><blockquote>亚马逊也是云基础设施服务领域的领导者。亚马逊网络服务(AWS)的销售额在2020年增长了30%，即在几十年来最严重的经济衰退期间。尽管去年仅占总销售额的11.8%，但与云基础设施相关的异常高的利润率帮助AWS带来了亚马逊229亿美元营业收入中的135亿美元。随着AWS在总销售额中所占的比例越来越大，运营现金流将会飙升。</blockquote></p><p>After regularly being valued at between 23 and 37 times year-end cash flow, Amazon's current share price has it on pace for a multiple relative to cash flow of sub-15 in 2023. That makes it a bargain you'll want to scoop up on any major dip.</p><p><blockquote>亚马逊的估值通常为年终现金流的23至37倍，目前的股价有望在2023年达到15以下现金流的倍数。这使得它成为您在任何重大下跌时都会想要买入的便宜货。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/03/19/3-unbeatable-growth-stocks-buy-if-market-crashes/\">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":{},"source_url":"https://www.fool.com/investing/2021/03/19/3-unbeatable-growth-stocks-buy-if-market-crashes/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188846193","content_text":"A plunging stock market would allow investors to scoop up these superior businesses at a discount.You might not like what I'm about to say, but history says it's a fact:Stock market crashes are inevitable.Over the past 71 years, the benchmarkS&P 500has undergone 38 corrections and crashes that led to a double-digit decline in the index. For you math-phobes out there, this works out to a double-digit decline once every 1.87 years. Crashes are common, and there are always catalysts waiting in the wings to send the market screaming lower.For example, the Shiller price-to-earnings (P/E) ratio for the S&P 500 -- a measure of the average inflation-adjusted earnings from the previous 10 years -- nearly hit 36 this week. That's well over double the 150-year average of 16.8. What's more, the previous four times the S&P 500's Shiller P/E ratio topped (and sustained) 30, the indexlost a minimum of 20%.Additionally, margin use among retail investors is up. According to a Harris poll released in September, 43% of retail investors are relying on leverage, whether that means buying on margin or using options in an attempt to time the market. If things get moving in the wrong direction, margin calls could seriously hurt the stock market.But there's good news here, as well.Each and every stock market crash and correction in history has proved to be a buying opportunity for long-term investors. Eventually, a bull market always erases a correction or bear market decline. With this in mind, the following three unbeatablegrowth stockswould be the perfect buys if the market crashes.CrowdStrike HoldingsFollowing its stellar fiscal fourth-quarter operating results,cybersecurity stockCrowdStrike Holdings(NASDAQ:CRWD)is looking like an absolute must-own if a market crash occurs.On a macro basis, there should be a double-digit annualized growth opportunity for cybersecurity companies throughout the decade. Businesses were already moving their data into the cloud well before the coronavirus pandemic hit. The past year has simply accelerated an existing trend and generated even more demand for third-party solutions.What makes CrowdStrike such a studis the company's Falcon security platform. Falcon is cloud native, responsible for overseeing more than 3 trillion events each week, and is leaning on artificial intelligence (AI) to grow smarter over time. In layman's terms, Falcon can respond to potential threats much faster than in-house security solutions, and in many cases, it can do so at a cheaper overall cost.What's become readily apparent is that CrowdStrike's clients love the product. Over the past 15 quarters (three years, nine months), the percentage of customers with at least four cloud module subscriptions has catapulted from 9% to 63%. What's more, the company has a 12-quarter streak of its dollar-based retention rate topping at least 123%. This means existing customers are spending at least 23% more year over year on subscription services. That's not a surprising figure when you realize that 98% of clients are retained year over year.But possibly the craziest thing of all about CrowdStrike is that the company's long-term subscription gross margin target of 75% to 80%-plushas already been achieved, despite the company still being in the early innings of its growth. CrowdStrike has all the makings of a dominant force in cybersecurity solutions.Teladoc HealthAnother growth stock investors can comfortably pile into during a stock market crash is telemedicine giantTeladoc Health(NYSE:TDOC).As you might have rightly guessed, Teladoc benefited in a big way from the coronavirus pandemic. With physicians and hospitals aiming to keep potentially infected patients and people with chronic health conditions in their homes, the medical community turned in big numbers for virtual visits. In total, Teladoc handled just shy of 10.6 million virtual visits in 2020, up from 4.14 million visits in the prior-year period.The big question is: Can Teladoc's growth continue in a post-pandemic environment? The answer ishighly likely to be yes. That's because telehealth is extremely convenient for patients and can help physicians better monitor chronically ill patients. Best of all, virtual visits are usually billed at a lower rate than office visits, which makes telehealth an instant hit with health insurers.Teladoc's acquisition ofleading applied health-signals companyLivongo Health also gives it a competitive edge. Livongo is a data-driven company that relies on artificial intelligence (AI) to send its subscribers tips and nudges to help them lead healthier lives. Livongo has secured more than 500,000 diabetics as subscribers and has plans to expand its service to cover hypertension and weight management. In my estimate, Livongo's services could encompass in the neighborhood of 40% of the U.S. population.As a combined entity, Teladoc and Livongo have the ability to cross-sell, too. With both companies working toward personalizing the care process and improving care oversight, Teladoc looks like a good bet to be one of the fastest-growinghealthcare stocksof the decade.AmazonFinally, when the stock market crashes next, don't be afraid to pull the trigger on shares of e-commerce kingpinAmazon(NASDAQ:AMZN).If you're noticing a trend here, it's that many of the fastest-growing companies benefited from the pandemic -- more specifically, the shift toward online consumption or data storage. Last year, Amazonregistered $386.1 billion in sales, which represents an increase of $105.6 billion, or 38%, from the prior-year period. No one on Wall Street is used to megacap companies growing this robustly.One reason Amazon is such a successful company is its sheer dominance of online retail. According to eMarketer, Amazon's U.S. online retail share is expected tojump 100 basis points to 39.7% in 2021. Put another way, $0.40 of every $1 spent online in the U.S. is routed through Amazon.Even though retail margins are nothing to write home about, this sheer dominance has helped the company sign up well over 150 million people worldwide to a Prime subscription. The fees Amazon generates from Prime help it to undercut brick-and-mortar retailers on price.Amazon is also a leader in cloud infrastructure services. Amazon Web Services (AWS) grew sales by 30% in 2020 -- i.e., during the worst economic downturn in decades. Despite accounting for only 11.8% of total sales last year, the exceptionally high margins associated with cloud infrastructure helped AWS bring in $13.5 billion of Amazon's $22.9 billion in operating income. As AWS grows into a larger percentage of total sales,operating cash flow is going to soar.After regularly being valued at between 23 and 37 times year-end cash flow, Amazon's current share price has it on pace for a multiple relative to cash flow of sub-15 in 2023. That makes it a bargain you'll want to scoop up on any major dip.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350223100,"gmtCreate":1616214690100,"gmtModify":1634526695508,"author":{"id":"3575616552570301","authorId":"3575616552570301","name":"KSHoSG","avatar":"https://static.tigerbbs.com/f9e9c60ddd65dd7dca218423e8951ee3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575616552570301","idStr":"3575616552570301"},"themes":[],"htmlText":"[鬼脸]&nbsp;","listText":"[鬼脸]&nbsp;","text":"[鬼脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/350223100","repostId":"1190757715","repostType":4,"repost":{"id":"1190757715","kind":"news","pubTimestamp":1616161968,"share":"https://www.laohu8.com/m/news/1190757715?lang=zh_CN&edition=full","pubTime":"2021-03-19 21:52","market":"us","language":"en","title":"1 Stock Warren Buffett and Cathie Wood Have in Common and 1 They Should<blockquote>沃伦·巴菲特和凯西·伍德共有1只股票，他们应该有1只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190757715","media":"Motley Fool","summary":"It might be a surprise to find out that two investors with virtually opposite approaches -- one who ","content":"<p>It might be a surprise to find out that two investors with virtually opposite approaches -- one who invests in large, cheap, iconic companies and the other who rose to fame on the heels of her outlandishly bullish (and accurate) predictions about \"overvalued\" stocks -- would have the same company in their portfolios. Perhaps the bigger surprise is the stock you might expect them to both own that they don't. Let's take a look at the two companies in question and what these successful investors must see.</p><p><blockquote>你可能会惊讶地发现，两个方法几乎相反的投资者——一个投资于大型、廉价、标志性的公司，另一个因她对“高估”股票的异常乐观（且准确）预测而声名鹊起——他们的投资组合中会有同一家公司。也许更大的惊喜是你可能期望他们都拥有的股票，但他们并没有。让我们来看看有问题的两家公司以及这些成功的投资者必须看到的东西。</blockquote></p><p><b>The surprising stock they both own</b></p><p><blockquote><b>他们都拥有的令人惊讶的股票</b></blockquote></p><p>First, it's doubtful that Warren Buffett actually bought<b>Snowflake</b>(NYSE:SNOW), the cloud data warehouse-as-a-service company. In recent years, lieutenants Todd Combs and Ted Weschler have been making more of the investment decisions, and the $750 million in stock<b>BerkshireHathaway</b>(NYSE:BRK.A)(NYSE:BRK.B)purchased before theinitial public offering (IPO)certainly doesn't match the investment style of the legendary nonagenarian. In fact, Buffett hasn't bought an IPO since<b>Ford</b>&nbsp;in 1956. The company does fit the style of Cathie Wood at ARK Invest, a global asset management company focused on disruptive innovation. That said, Snowflake is putting up numbers that would get any investor's attention.</p><p><blockquote>首先，沃伦·巴菲特是否真的购买了值得怀疑<b>雪花</b>（纽约证券交易所代码：SNOW），云数据仓库即服务公司。近年来，托德·库姆斯中尉和特德·韦施勒中尉一直在做出更多的投资决策，7.5亿美元的股票<b>伯克希尔哈撒韦</b>（纽约证券交易所股票代码：BRK.A）（纽约证券交易所股票代码：BRK.B）在首次公开募股（IPO）之前购买的当然不符合这位传奇九十多岁老人的投资风格。事实上，巴菲特此后就没有购买过IPO<b>福特</b>1956年。该公司确实符合ARK Invest的Cathie Wood的风格，ARK Invest是一家专注于颠覆性创新的全球资产管理公司。也就是说，Snowflake提供的数据会引起任何投资者的注意。</blockquote></p><p>The company recently reported its full fiscal year earnings, and the growth was jaw-dropping. Fourth-quarter revenue of $178 million was up 116% year over year. Topping that, remaining performance obligations, what customers have signed on to buy, was up 213% over the same point last year. The company has 77 customers that spend more than $1 million per year. That number is up from 65 just three months earlier. Management is projecting between 92% and 96% revenue growth for the current year. Snowflake posted an operating margin of negative 92%. Losing money never sounds good, but that is closer to profitability than the negative 135% for the year ending January 2020 or the negative 192% in 2019. If the company really wanted to turn a profit it could just curb its spending on sales and marketing.</p><p><blockquote>该公司最近公布了完整财年的收益，增长令人瞠目结舌。第四季度营收为1.78亿美元，同比增长116%。最重要的是，剩余履约义务（即客户已签署购买的商品）比去年同期增长了213%。该公司有77名每年消费超过100万美元的客户。这个数字比三个月前的65个有所上升。管理层预计今年收入增长92%至96%。Snowflake公布的营业利润率为负92%。亏损听起来从来都不是好事，但这比截至2020年1月的年度负135%或2019年的负192%更接近盈利。如果该公司真的想盈利，它可以限制销售和营销支出。</blockquote></p><p>It may not be a typical Buffett stock, but Snowflake definitely fits the mold of Wood's investments. The ARK founder has become synonymous with innovation, building a portfolio around futuristic themes such as genomics, space exploration, mobility-as-a-service, and the next-generation internet. It's the last theme, encompassing artificial intelligence and cloud computing, where Snowflake fits. The company's pay-as-you-consume, real-time access to data and analytical tools is a giant leap forward compared to the slow, bogged-down daily or weekly updates companies have long come to accept with managing their internal data warehouses.</p><p><blockquote>它可能不是典型的巴菲特股票，但雪花绝对符合伍德的投资模式。方舟创始人已成为创新的代名词，围绕基因组学、太空探索、移动即服务和下一代互联网等未来主题构建产品组合。这是最后一个主题，包括人工智能和云计算，雪花适合。与公司长期以来在管理内部数据仓库时接受的缓慢、停滞不前的每日或每周更新相比，该公司按消费付费、实时访问数据和分析工具是一个巨大的飞跃。</blockquote></p><p>Another stock in ARK's portfolio touches both the data-related and genomic revolution strategy. Based on his other holdings, it's actually surprising Buffett doesn't own it too.</p><p><blockquote>ARK投资组合中的另一只股票涉及数据相关和基因组革命战略。根据他的其他持股，巴菲特并不拥有它实际上令人惊讶。</blockquote></p><p><b>The surprising stock they don't both own</b></p><p><blockquote><b>令人惊讶的是他们并不都拥有的股票</b></blockquote></p><p>The Oracle of Omaha has been buying up the stocks of pharmaceutical companies in the past year. In the third quarter of 2020 he added shares of<b>Pfizer</b>(NYSE:PFE),<b>AbbVie</b>(NYSE:ABBV),<b>Merck</b>(NYSE:MRK), and<b>BristolMyersSquibb</b>(NYSE:BMY). Every member of that group gives investors between 3% and 5% in dividends annually. Other than Bristol Myers, they all hover around a $200 billion market cap as well, and Bristol Myers is nearly as large at $136 billion. Similarly,<b>Novartis</b>(NYSE:NVS)is a $211 billion company yielding 3.8%. Perhaps the reason Buffett hasn't bought this big pharma stock is that it is a Swiss company. It turns out, Buffett favors American brands in food, cola, and apparently drugmakers.</p><p><blockquote>这位奥马哈先知在过去的一年里一直在买入制药公司的股票。2020年第三季度，他增持了<b>辉瑞</b>（纽约证券交易所代码：PFE），<b>艾伯维</b>（纽约证券交易所代码：ABBV），<b>默克</b>（纽约证券交易所代码：MRK），以及<b>百时美施贵宝</b>（纽约证券交易所代码：BMY）。该集团的每个成员每年向投资者支付3%至5%的股息。除了百时美施贵宝之外，它们的市值也都徘徊在2000亿美元左右，百时美施贵宝的市值也几乎同样大，为1360亿美元。同样，<b>诺华</b>（纽约证券交易所股票代码：NVS）是一家市值2110亿美元的公司，收益率为3.8%。也许巴菲特没有购买这家大型制药公司股票的原因是它是一家瑞士公司。事实证明，巴菲特青睐食品、可乐领域的美国品牌，显然还有制药商。</blockquote></p><p>Novartis did catch the eye of Wood, thanks to its work toward developing a leading digital and data science platform for drug discovery. Although it isn't a pure play on any of ARK's strategies, Wood considers it a deep value pick, to be held through a bull market and then sold in times of volatility to add to higher-conviction growth names that get beaten down.</p><p><blockquote>诺华确实引起了伍德的注意，这要归功于其致力于开发领先的药物发现数字和数据科学平台。尽管这并不是ARK任何策略的纯粹体现，但伍德认为这是一个深度价值选择，可以在牛市期间持有，然后在波动时期出售，以增加受到打击的信念较高的成长型股票。</blockquote></p><p><b>Portfolio juxtaposition</b></p><p><blockquote><b>组合并置</b></blockquote></p><p>It may be counterintuitive for an investor who prides himself on unemotional investing to buy into one of the hottest IPOs of last year, but once Snowflake started trading, the investment doubled almost immediately. Similarly, few would think someone famous for a $4,000 price target on<b>Tesla</b>and presentations that literally map out the future of entire industries would own a nearly 4% dividend paying pharmaceutical company with no growth. However, there is a great lesson in these examples.</p><p><blockquote>对于一个以不带感情色彩的投资为荣的投资者来说，买入去年最热门的IPO之一可能是违反直觉的，但一旦Snowflake开始交易，投资几乎立即翻了一番。同样，很少有人会认为有人以4,000美元的目标价而闻名<b>特斯拉</b>真正描绘整个行业未来的演示文稿将拥有一家支付近4%股息但没有增长的制药公司。然而，这些例子中有一个很好的教训。</blockquote></p><p></p><p>Don't settle for the labels Wall Street places on companies or investors. Value and growth are just words. Investors may have tendencies that define them in the public eye, but that oversimplification may obscure the characteristics that draw their interest in an investment. Although Buffett likely didn't buy shares of Snowflake, it may have been the customer loyalty, leadership team, and consistent march toward profitability that made Combs or Weschler comfortable buying Snowflake shares. Wood may have a lot of fast-growing companies that don't make a profit, but it's the innovation that compels her to invest, not just growth rate. In the case of Novartis, innovation came in the form of a mega-cap pharmaceutical company.</p><p><blockquote>不要满足于华尔街给公司或投资者贴上的标签。价值和增长只是口头上的。投资者可能有在公众眼中定义他们的倾向，但这种过于简单化可能会掩盖吸引他们对投资感兴趣的特征。尽管巴菲特可能没有购买Snowflake的股票，但可能是客户忠诚度、领导团队以及持续向盈利能力迈进，让库姆斯或韦施勒放心购买Snowflake股票。伍德可能有很多快速增长的公司没有盈利，但迫使她投资的是创新，而不仅仅是增长率。就诺华而言，创新是以大型制药公司的形式出现的。</blockquote></p><p>Instead of focusing on the labels Wall Street slaps on a company or following Warren Buffett or Cathie Wood into the stock, try to identify the characteristics of the business that they find compelling. Try approaching the company as if you were going to inherit it, learning how dedicated customers are, where money gets spent to attract new ones, or what advantages it has over competitors. These answers will lead to a more informed investment decision and better outcomes over time.</p><p><blockquote>不要关注华尔街给一家公司贴上的标签，也不要追随沃伦·巴菲特或凯西·伍德买入该股票，而是尝试找出他们认为引人注目的业务特征。尝试接近该公司，就像你要继承它一样，了解客户有多敬业，钱花在哪里吸引新客户，或者它相对于竞争对手有什么优势。随着时间的推移，这些答案将导致更明智的投资决策和更好的结果。</blockquote></p><p>It turns out, both Snowflake and Novartis are compelling to different types of investors for a variety of reasons. Exploring those reasons can teach us a lot more about investing than focusing solely on who owns them. The more we know about a company, the easier it is to figure out whether the nextsell-off is something to fear or a great opportunity.</p><p><blockquote>事实证明，出于各种原因，雪花和诺华都吸引了不同类型的投资者。探索这些原因可以教会我们更多关于投资的知识，而不是仅仅关注谁拥有它们。我们对一家公司了解得越多，就越容易弄清楚下一次抛售是令人恐惧的事情还是一个绝佳的机会。</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>1 Stock Warren Buffett and Cathie Wood Have in Common and 1 They Should<blockquote>沃伦·巴菲特和凯西·伍德共有1只股票，他们应该有1只股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n1 Stock Warren Buffett and Cathie Wood Have in Common and 1 They Should<blockquote>沃伦·巴菲特和凯西·伍德共有1只股票，他们应该有1只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-03-19 21:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It might be a surprise to find out that two investors with virtually opposite approaches -- one who invests in large, cheap, iconic companies and the other who rose to fame on the heels of her outlandishly bullish (and accurate) predictions about \"overvalued\" stocks -- would have the same company in their portfolios. Perhaps the bigger surprise is the stock you might expect them to both own that they don't. Let's take a look at the two companies in question and what these successful investors must see.</p><p><blockquote>你可能会惊讶地发现，两个方法几乎相反的投资者——一个投资于大型、廉价、标志性的公司，另一个因她对“高估”股票的异常乐观（且准确）预测而声名鹊起——他们的投资组合中会有同一家公司。也许更大的惊喜是你可能期望他们都拥有的股票，但他们并没有。让我们来看看有问题的两家公司以及这些成功的投资者必须看到的东西。</blockquote></p><p><b>The surprising stock they both own</b></p><p><blockquote><b>他们都拥有的令人惊讶的股票</b></blockquote></p><p>First, it's doubtful that Warren Buffett actually bought<b>Snowflake</b>(NYSE:SNOW), the cloud data warehouse-as-a-service company. In recent years, lieutenants Todd Combs and Ted Weschler have been making more of the investment decisions, and the $750 million in stock<b>BerkshireHathaway</b>(NYSE:BRK.A)(NYSE:BRK.B)purchased before theinitial public offering (IPO)certainly doesn't match the investment style of the legendary nonagenarian. In fact, Buffett hasn't bought an IPO since<b>Ford</b>&nbsp;in 1956. The company does fit the style of Cathie Wood at ARK Invest, a global asset management company focused on disruptive innovation. That said, Snowflake is putting up numbers that would get any investor's attention.</p><p><blockquote>首先，沃伦·巴菲特是否真的购买了值得怀疑<b>雪花</b>（纽约证券交易所代码：SNOW），云数据仓库即服务公司。近年来，托德·库姆斯中尉和特德·韦施勒中尉一直在做出更多的投资决策，7.5亿美元的股票<b>伯克希尔哈撒韦</b>（纽约证券交易所股票代码：BRK.A）（纽约证券交易所股票代码：BRK.B）在首次公开募股（IPO）之前购买的当然不符合这位传奇九十多岁老人的投资风格。事实上，巴菲特此后就没有购买过IPO<b>福特</b>1956年。该公司确实符合ARK Invest的Cathie Wood的风格，ARK Invest是一家专注于颠覆性创新的全球资产管理公司。也就是说，Snowflake提供的数据会引起任何投资者的注意。</blockquote></p><p>The company recently reported its full fiscal year earnings, and the growth was jaw-dropping. Fourth-quarter revenue of $178 million was up 116% year over year. Topping that, remaining performance obligations, what customers have signed on to buy, was up 213% over the same point last year. The company has 77 customers that spend more than $1 million per year. That number is up from 65 just three months earlier. Management is projecting between 92% and 96% revenue growth for the current year. Snowflake posted an operating margin of negative 92%. Losing money never sounds good, but that is closer to profitability than the negative 135% for the year ending January 2020 or the negative 192% in 2019. If the company really wanted to turn a profit it could just curb its spending on sales and marketing.</p><p><blockquote>该公司最近公布了完整财年的收益，增长令人瞠目结舌。第四季度营收为1.78亿美元，同比增长116%。最重要的是，剩余履约义务（即客户已签署购买的商品）比去年同期增长了213%。该公司有77名每年消费超过100万美元的客户。这个数字比三个月前的65个有所上升。管理层预计今年收入增长92%至96%。Snowflake公布的营业利润率为负92%。亏损听起来从来都不是好事，但这比截至2020年1月的年度负135%或2019年的负192%更接近盈利。如果该公司真的想盈利，它可以限制销售和营销支出。</blockquote></p><p>It may not be a typical Buffett stock, but Snowflake definitely fits the mold of Wood's investments. The ARK founder has become synonymous with innovation, building a portfolio around futuristic themes such as genomics, space exploration, mobility-as-a-service, and the next-generation internet. It's the last theme, encompassing artificial intelligence and cloud computing, where Snowflake fits. The company's pay-as-you-consume, real-time access to data and analytical tools is a giant leap forward compared to the slow, bogged-down daily or weekly updates companies have long come to accept with managing their internal data warehouses.</p><p><blockquote>它可能不是典型的巴菲特股票，但雪花绝对符合伍德的投资模式。方舟创始人已成为创新的代名词，围绕基因组学、太空探索、移动即服务和下一代互联网等未来主题构建产品组合。这是最后一个主题，包括人工智能和云计算，雪花适合。与公司长期以来在管理内部数据仓库时接受的缓慢、停滞不前的每日或每周更新相比，该公司按消费付费、实时访问数据和分析工具是一个巨大的飞跃。</blockquote></p><p>Another stock in ARK's portfolio touches both the data-related and genomic revolution strategy. Based on his other holdings, it's actually surprising Buffett doesn't own it too.</p><p><blockquote>ARK投资组合中的另一只股票涉及数据相关和基因组革命战略。根据他的其他持股，巴菲特并不拥有它实际上令人惊讶。</blockquote></p><p><b>The surprising stock they don't both own</b></p><p><blockquote><b>令人惊讶的是他们并不都拥有的股票</b></blockquote></p><p>The Oracle of Omaha has been buying up the stocks of pharmaceutical companies in the past year. In the third quarter of 2020 he added shares of<b>Pfizer</b>(NYSE:PFE),<b>AbbVie</b>(NYSE:ABBV),<b>Merck</b>(NYSE:MRK), and<b>BristolMyersSquibb</b>(NYSE:BMY). Every member of that group gives investors between 3% and 5% in dividends annually. Other than Bristol Myers, they all hover around a $200 billion market cap as well, and Bristol Myers is nearly as large at $136 billion. Similarly,<b>Novartis</b>(NYSE:NVS)is a $211 billion company yielding 3.8%. Perhaps the reason Buffett hasn't bought this big pharma stock is that it is a Swiss company. It turns out, Buffett favors American brands in food, cola, and apparently drugmakers.</p><p><blockquote>这位奥马哈先知在过去的一年里一直在买入制药公司的股票。2020年第三季度，他增持了<b>辉瑞</b>（纽约证券交易所代码：PFE），<b>艾伯维</b>（纽约证券交易所代码：ABBV），<b>默克</b>（纽约证券交易所代码：MRK），以及<b>百时美施贵宝</b>（纽约证券交易所代码：BMY）。该集团的每个成员每年向投资者支付3%至5%的股息。除了百时美施贵宝之外，它们的市值也都徘徊在2000亿美元左右，百时美施贵宝的市值也几乎同样大，为1360亿美元。同样，<b>诺华</b>（纽约证券交易所股票代码：NVS）是一家市值2110亿美元的公司，收益率为3.8%。也许巴菲特没有购买这家大型制药公司股票的原因是它是一家瑞士公司。事实证明，巴菲特青睐食品、可乐领域的美国品牌，显然还有制药商。</blockquote></p><p>Novartis did catch the eye of Wood, thanks to its work toward developing a leading digital and data science platform for drug discovery. Although it isn't a pure play on any of ARK's strategies, Wood considers it a deep value pick, to be held through a bull market and then sold in times of volatility to add to higher-conviction growth names that get beaten down.</p><p><blockquote>诺华确实引起了伍德的注意，这要归功于其致力于开发领先的药物发现数字和数据科学平台。尽管这并不是ARK任何策略的纯粹体现，但伍德认为这是一个深度价值选择，可以在牛市期间持有，然后在波动时期出售，以增加受到打击的信念较高的成长型股票。</blockquote></p><p><b>Portfolio juxtaposition</b></p><p><blockquote><b>组合并置</b></blockquote></p><p>It may be counterintuitive for an investor who prides himself on unemotional investing to buy into one of the hottest IPOs of last year, but once Snowflake started trading, the investment doubled almost immediately. Similarly, few would think someone famous for a $4,000 price target on<b>Tesla</b>and presentations that literally map out the future of entire industries would own a nearly 4% dividend paying pharmaceutical company with no growth. However, there is a great lesson in these examples.</p><p><blockquote>对于一个以不带感情色彩的投资为荣的投资者来说，买入去年最热门的IPO之一可能是违反直觉的，但一旦Snowflake开始交易，投资几乎立即翻了一番。同样，很少有人会认为有人以4,000美元的目标价而闻名<b>特斯拉</b>真正描绘整个行业未来的演示文稿将拥有一家支付近4%股息但没有增长的制药公司。然而，这些例子中有一个很好的教训。</blockquote></p><p></p><p>Don't settle for the labels Wall Street places on companies or investors. Value and growth are just words. Investors may have tendencies that define them in the public eye, but that oversimplification may obscure the characteristics that draw their interest in an investment. Although Buffett likely didn't buy shares of Snowflake, it may have been the customer loyalty, leadership team, and consistent march toward profitability that made Combs or Weschler comfortable buying Snowflake shares. Wood may have a lot of fast-growing companies that don't make a profit, but it's the innovation that compels her to invest, not just growth rate. In the case of Novartis, innovation came in the form of a mega-cap pharmaceutical company.</p><p><blockquote>不要满足于华尔街给公司或投资者贴上的标签。价值和增长只是口头上的。投资者可能有在公众眼中定义他们的倾向，但这种过于简单化可能会掩盖吸引他们对投资感兴趣的特征。尽管巴菲特可能没有购买Snowflake的股票，但可能是客户忠诚度、领导团队以及持续向盈利能力迈进，让库姆斯或韦施勒放心购买Snowflake股票。伍德可能有很多快速增长的公司没有盈利，但迫使她投资的是创新，而不仅仅是增长率。就诺华而言，创新是以大型制药公司的形式出现的。</blockquote></p><p>Instead of focusing on the labels Wall Street slaps on a company or following Warren Buffett or Cathie Wood into the stock, try to identify the characteristics of the business that they find compelling. Try approaching the company as if you were going to inherit it, learning how dedicated customers are, where money gets spent to attract new ones, or what advantages it has over competitors. These answers will lead to a more informed investment decision and better outcomes over time.</p><p><blockquote>不要关注华尔街给一家公司贴上的标签，也不要追随沃伦·巴菲特或凯西·伍德买入该股票，而是尝试找出他们认为引人注目的业务特征。尝试接近该公司，就像你要继承它一样，了解客户有多敬业，钱花在哪里吸引新客户，或者它相对于竞争对手有什么优势。随着时间的推移，这些答案将导致更明智的投资决策和更好的结果。</blockquote></p><p>It turns out, both Snowflake and Novartis are compelling to different types of investors for a variety of reasons. Exploring those reasons can teach us a lot more about investing than focusing solely on who owns them. The more we know about a company, the easier it is to figure out whether the nextsell-off is something to fear or a great opportunity.</p><p><blockquote>事实证明，出于各种原因，雪花和诺华都吸引了不同类型的投资者。探索这些原因可以教会我们更多关于投资的知识，而不是仅仅关注谁拥有它们。我们对一家公司了解得越多，就越容易弄清楚下一次抛售是令人恐惧的事情还是一个绝佳的机会。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/03/19/1-stock-warren-buffett-and-cathie-wood-have-in-com/\">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":{},"source_url":"https://www.fool.com/investing/2021/03/19/1-stock-warren-buffett-and-cathie-wood-have-in-com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190757715","content_text":"It might be a surprise to find out that two investors with virtually opposite approaches -- one who invests in large, cheap, iconic companies and the other who rose to fame on the heels of her outlandishly bullish (and accurate) predictions about \"overvalued\" stocks -- would have the same company in their portfolios. Perhaps the bigger surprise is the stock you might expect them to both own that they don't. Let's take a look at the two companies in question and what these successful investors must see.The surprising stock they both ownFirst, it's doubtful that Warren Buffett actually boughtSnowflake(NYSE:SNOW), the cloud data warehouse-as-a-service company. In recent years, lieutenants Todd Combs and Ted Weschler have been making more of the investment decisions, and the $750 million in stockBerkshireHathaway(NYSE:BRK.A)(NYSE:BRK.B)purchased before theinitial public offering (IPO)certainly doesn't match the investment style of the legendary nonagenarian. In fact, Buffett hasn't bought an IPO sinceFord in 1956. The company does fit the style of Cathie Wood at ARK Invest, a global asset management company focused on disruptive innovation. That said, Snowflake is putting up numbers that would get any investor's attention.The company recently reported its full fiscal year earnings, and the growth was jaw-dropping. Fourth-quarter revenue of $178 million was up 116% year over year. Topping that, remaining performance obligations, what customers have signed on to buy, was up 213% over the same point last year. The company has 77 customers that spend more than $1 million per year. That number is up from 65 just three months earlier. Management is projecting between 92% and 96% revenue growth for the current year. Snowflake posted an operating margin of negative 92%. Losing money never sounds good, but that is closer to profitability than the negative 135% for the year ending January 2020 or the negative 192% in 2019. If the company really wanted to turn a profit it could just curb its spending on sales and marketing.It may not be a typical Buffett stock, but Snowflake definitely fits the mold of Wood's investments. The ARK founder has become synonymous with innovation, building a portfolio around futuristic themes such as genomics, space exploration, mobility-as-a-service, and the next-generation internet. It's the last theme, encompassing artificial intelligence and cloud computing, where Snowflake fits. The company's pay-as-you-consume, real-time access to data and analytical tools is a giant leap forward compared to the slow, bogged-down daily or weekly updates companies have long come to accept with managing their internal data warehouses.Another stock in ARK's portfolio touches both the data-related and genomic revolution strategy. Based on his other holdings, it's actually surprising Buffett doesn't own it too.The surprising stock they don't both ownThe Oracle of Omaha has been buying up the stocks of pharmaceutical companies in the past year. In the third quarter of 2020 he added shares ofPfizer(NYSE:PFE),AbbVie(NYSE:ABBV),Merck(NYSE:MRK), andBristolMyersSquibb(NYSE:BMY). Every member of that group gives investors between 3% and 5% in dividends annually. Other than Bristol Myers, they all hover around a $200 billion market cap as well, and Bristol Myers is nearly as large at $136 billion. Similarly,Novartis(NYSE:NVS)is a $211 billion company yielding 3.8%. Perhaps the reason Buffett hasn't bought this big pharma stock is that it is a Swiss company. It turns out, Buffett favors American brands in food, cola, and apparently drugmakers.Novartis did catch the eye of Wood, thanks to its work toward developing a leading digital and data science platform for drug discovery. Although it isn't a pure play on any of ARK's strategies, Wood considers it a deep value pick, to be held through a bull market and then sold in times of volatility to add to higher-conviction growth names that get beaten down.Portfolio juxtapositionIt may be counterintuitive for an investor who prides himself on unemotional investing to buy into one of the hottest IPOs of last year, but once Snowflake started trading, the investment doubled almost immediately. Similarly, few would think someone famous for a $4,000 price target onTeslaand presentations that literally map out the future of entire industries would own a nearly 4% dividend paying pharmaceutical company with no growth. However, there is a great lesson in these examples.Don't settle for the labels Wall Street places on companies or investors. Value and growth are just words. Investors may have tendencies that define them in the public eye, but that oversimplification may obscure the characteristics that draw their interest in an investment. Although Buffett likely didn't buy shares of Snowflake, it may have been the customer loyalty, leadership team, and consistent march toward profitability that made Combs or Weschler comfortable buying Snowflake shares. Wood may have a lot of fast-growing companies that don't make a profit, but it's the innovation that compels her to invest, not just growth rate. In the case of Novartis, innovation came in the form of a mega-cap pharmaceutical company.Instead of focusing on the labels Wall Street slaps on a company or following Warren Buffett or Cathie Wood into the stock, try to identify the characteristics of the business that they find compelling. Try approaching the company as if you were going to inherit it, learning how dedicated customers are, where money gets spent to attract new ones, or what advantages it has over competitors. These answers will lead to a more informed investment decision and better outcomes over time.It turns out, both Snowflake and Novartis are compelling to different types of investors for a variety of reasons. Exploring those reasons can teach us a lot more about investing than focusing solely on who owns them. The more we know about a company, the easier it is to figure out whether the nextsell-off is something to fear or a great opportunity.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326681103,"gmtCreate":1615633148502,"gmtModify":1703491778512,"author":{"id":"3575616552570301","authorId":"3575616552570301","name":"KSHoSG","avatar":"https://static.tigerbbs.com/f9e9c60ddd65dd7dca218423e8951ee3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575616552570301","idStr":"3575616552570301"},"themes":[],"htmlText":"[贱笑]&nbsp;","listText":"[贱笑]&nbsp;","text":"[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326681103","repostId":"1192391495","repostType":4,"isVote":1,"tweetType":1,"viewCount":749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328234670,"gmtCreate":1615528576890,"gmtModify":1703490479069,"author":{"id":"3575616552570301","authorId":"3575616552570301","name":"KSHoSG","avatar":"https://static.tigerbbs.com/f9e9c60ddd65dd7dca218423e8951ee3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575616552570301","idStr":"3575616552570301"},"themes":[],"htmlText":"[开心]&nbsp;","listText":"[开心]&nbsp;","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/328234670","repostId":"2118359959","repostType":4,"isVote":1,"tweetType":1,"viewCount":957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321826372,"gmtCreate":1615423307296,"gmtModify":1703488814127,"author":{"id":"3575616552570301","authorId":"3575616552570301","name":"KSHoSG","avatar":"https://static.tigerbbs.com/f9e9c60ddd65dd7dca218423e8951ee3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575616552570301","idStr":"3575616552570301"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/321826372","repostId":"1176251994","repostType":4,"isVote":1,"tweetType":1,"viewCount":1340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323202104,"gmtCreate":1615341959408,"gmtModify":1703487605552,"author":{"id":"3575616552570301","authorId":"3575616552570301","name":"KSHoSG","avatar":"https://static.tigerbbs.com/f9e9c60ddd65dd7dca218423e8951ee3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575616552570301","idStr":"3575616552570301"},"themes":[],"htmlText":"This raises great concern for cyber security.","listText":"This raises great concern for cyber security.","text":"This raises great concern for cyber security.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323202104","repostId":"1167989655","repostType":4,"isVote":1,"tweetType":1,"viewCount":803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329544723,"gmtCreate":1615263419462,"gmtModify":1703486440378,"author":{"id":"3575616552570301","authorId":"3575616552570301","name":"KSHoSG","avatar":"https://static.tigerbbs.com/f9e9c60ddd65dd7dca218423e8951ee3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575616552570301","idStr":"3575616552570301"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/S08.SI\">$SINGAPORE POST LIMITED(S08.SI)$</a>[你懂的]&nbsp;","listText":"<a href=\"https://laohu8.com/S/S08.SI\">$SINGAPORE POST LIMITED(S08.SI)$</a>[你懂的]&nbsp;","text":"$SINGAPORE POST LIMITED(S08.SI)$[你懂的]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329544723","isVote":1,"tweetType":1,"viewCount":1016,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":106297860,"gmtCreate":1620120986950,"gmtModify":1634207665083,"author":{"id":"3575616552570301","authorId":"3575616552570301","name":"KSHoSG","avatar":"https://static.tigerbbs.com/f9e9c60ddd65dd7dca218423e8951ee3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575616552570301","idStr":"3575616552570301"},"themes":[],"htmlText":"[惊讶]&nbsp;","listText":"[惊讶]&nbsp;","text":"[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/106297860","repostId":"1141446343","repostType":4,"repost":{"id":"1141446343","kind":"news","pubTimestamp":1620108260,"share":"https://www.laohu8.com/m/news/1141446343?lang=zh_CN&edition=full","pubTime":"2021-05-04 14:04","market":"us","language":"en","title":"Bill and Melinda Gates are getting divorced. Here are some stocks they owned<blockquote>比尔和梅林达·盖茨要离婚了。以下是他们拥有的一些股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1141446343","media":"seeking alpha","summary":"Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoftfounder and his partner of 27 years may send shockwaves across their projects.In the latest13F filingfrom the Bill and Melinda Gates Foundation Trust for the period ended 12/31/20, top holdings by value in descending order included Berkshire Hathaway, Waste Management, Caterpillar, Canadian National, Walmart, EcoLab, Crown Castle, ","content":"<p><ul><li>Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoft(NASDAQ:MSFT)founder and his partner of 27 years may send shockwaves across their projects.</li><li>In the latest13F filingfrom the Bill and Melinda Gates Foundation Trust for the period ended 12/31/20, top holdings by value in descending order included Berkshire Hathaway(NYSE:BRK.B), Waste Management(NYSE:WM), Caterpillar(NYSE:CAT), Canadian National(NYSE:CNI), Walmart(NYSE:WMT), EcoLab(NYSE:ECL), Crown Castle(NYSE:CCI), Fedex(NYSE:FDX)and UPS(NYSE:UPS).</li><li><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> stocks in which the foundation has a large stake (more than 10% of shares outstanding) included Schrodinger(NASDAQ:SDGR)and Coca-Cola Femsa(NYSE:KOF).</li><li>Most of the other holdings were below $1 billion in market value and their ownership consisted of less than 3% of shares outstanding in the associated stock.</li><li>The Bill and Melinda Gates Foundation, in their latestquarterly filing, disclosed ownership stakes in Amyris(NASDAQ:AMRS), Vir Biotech(NASDAQ:VIR), BionTech(NASDAQ:BNTX), Curevac(NASDAQ:CVAC)and <a href=\"https://laohu8.com/S/BCEL\">Atreca</a>(NASDAQ:BCEL).</li><li>Our readers may recall when the world's richest person, Jeff Bezos, and his partner Mackenzie Scottcalled it quits two years ago.&nbsp;This is how their wealth ended upsplit between them.</li></ul></p><p><blockquote><ul><li>尽管这对夫妇在一份声明中向公众保证，尽管结束了婚姻，他们仍将继续在基金会合作，但有关微软（纳斯达克：MSFT）创始人和他27年的合作伙伴的消息可能会给他们的项目带来冲击波。</li><li>在比尔和梅琳达·盖茨基金会信托基金截至2020年12月31日的最新13F文件中，按价值降序排列的最大持股包括伯克希尔·哈撒韦公司(NYSE：BRK.B)、废物管理公司(NYSE：WM)、卡特彼勒(NYSE：CAT)、加拿大国家航空公司(NYSE：CNI)、沃尔玛(NYSE：WMT)、艺康(NYSE：ECL)、皇冠城堡(NYSE：CCI)、联邦快递(NYSE：FDX)和UPS(NYSE：UPS)。</li><li><a href=\"https://laohu8.com/S/TWOA.U\">两个</a>该基金会持有大量股份（超过已发行股票的10%）的股票包括薛定谔（纳斯达克股票代码：SDGR）和可口可乐Femsa（纽约证券交易所股票代码：KOF）。</li><li>大多数其他持股的市值低于10亿美元，其所有权仅占相关股票已发行股份的不到3%。</li><li>比尔和梅琳达·盖茨基金会在最新的季度文件中披露了Amyris（纳斯达克：AMRS）、Vir Biotech（纳斯达克：VIR）、BionTech（纳斯达克：BNTX）、Curevac（纳斯达克：CVAC）和<a href=\"https://laohu8.com/S/BCEL\">阿特雷卡</a>（纳斯达克：BCEL）。</li><li>我们的读者可能还记得两年前世界首富杰夫·贝索斯和他的合伙人麦肯兹·斯科特宣布分手的时候。他们的财富就是这样在他们之间分配的。</li></ul></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>Bill and Melinda Gates are getting divorced. Here are some stocks they owned<blockquote>比尔和梅林达·盖茨要离婚了。以下是他们拥有的一些股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBill and Melinda Gates are getting divorced. Here are some stocks they owned<blockquote>比尔和梅林达·盖茨要离婚了。以下是他们拥有的一些股票</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\">2021-05-04 14:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul><li>Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoft(NASDAQ:MSFT)founder and his partner of 27 years may send shockwaves across their projects.</li><li>In the latest13F filingfrom the Bill and Melinda Gates Foundation Trust for the period ended 12/31/20, top holdings by value in descending order included Berkshire Hathaway(NYSE:BRK.B), Waste Management(NYSE:WM), Caterpillar(NYSE:CAT), Canadian National(NYSE:CNI), Walmart(NYSE:WMT), EcoLab(NYSE:ECL), Crown Castle(NYSE:CCI), Fedex(NYSE:FDX)and UPS(NYSE:UPS).</li><li><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> stocks in which the foundation has a large stake (more than 10% of shares outstanding) included Schrodinger(NASDAQ:SDGR)and Coca-Cola Femsa(NYSE:KOF).</li><li>Most of the other holdings were below $1 billion in market value and their ownership consisted of less than 3% of shares outstanding in the associated stock.</li><li>The Bill and Melinda Gates Foundation, in their latestquarterly filing, disclosed ownership stakes in Amyris(NASDAQ:AMRS), Vir Biotech(NASDAQ:VIR), BionTech(NASDAQ:BNTX), Curevac(NASDAQ:CVAC)and <a href=\"https://laohu8.com/S/BCEL\">Atreca</a>(NASDAQ:BCEL).</li><li>Our readers may recall when the world's richest person, Jeff Bezos, and his partner Mackenzie Scottcalled it quits two years ago.&nbsp;This is how their wealth ended upsplit between them.</li></ul></p><p><blockquote><ul><li>尽管这对夫妇在一份声明中向公众保证，尽管结束了婚姻，他们仍将继续在基金会合作，但有关微软（纳斯达克：MSFT）创始人和他27年的合作伙伴的消息可能会给他们的项目带来冲击波。</li><li>在比尔和梅琳达·盖茨基金会信托基金截至2020年12月31日的最新13F文件中，按价值降序排列的最大持股包括伯克希尔·哈撒韦公司(NYSE：BRK.B)、废物管理公司(NYSE：WM)、卡特彼勒(NYSE：CAT)、加拿大国家航空公司(NYSE：CNI)、沃尔玛(NYSE：WMT)、艺康(NYSE：ECL)、皇冠城堡(NYSE：CCI)、联邦快递(NYSE：FDX)和UPS(NYSE：UPS)。</li><li><a href=\"https://laohu8.com/S/TWOA.U\">两个</a>该基金会持有大量股份（超过已发行股票的10%）的股票包括薛定谔（纳斯达克股票代码：SDGR）和可口可乐Femsa（纽约证券交易所股票代码：KOF）。</li><li>大多数其他持股的市值低于10亿美元，其所有权仅占相关股票已发行股份的不到3%。</li><li>比尔和梅琳达·盖茨基金会在最新的季度文件中披露了Amyris（纳斯达克：AMRS）、Vir Biotech（纳斯达克：VIR）、BionTech（纳斯达克：BNTX）、Curevac（纳斯达克：CVAC）和<a href=\"https://laohu8.com/S/BCEL\">阿特雷卡</a>（纳斯达克：BCEL）。</li><li>我们的读者可能还记得两年前世界首富杰夫·贝索斯和他的合伙人麦肯兹·斯科特宣布分手的时候。他们的财富就是这样在他们之间分配的。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3689813-bill-and-melinda-gates-are-getting-divorced-here-are-some-stocks-they-owned\">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":{"BNTX":"BioNTech SE","SDGR":"Schrodinger Inc.","UPS":"联合包裹","WM":"美国废物管理","KOF":"可口可乐凡萨瓶装","CNI":"加拿大国家铁路","MSFT":"微软","BRK.B":"伯克希尔B","WCLD":"WisdomTree Cloud Computing Fund","VIR":"Vir Biotechnology, Inc.","CAT":"卡特彼勒","CCI":"冠城","WMT":"沃尔玛","AMRS":"阿米瑞斯","CVAC":"CureVac B.V.","FDX":"联邦快递"},"source_url":"https://seekingalpha.com/news/3689813-bill-and-melinda-gates-are-getting-divorced-here-are-some-stocks-they-owned","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141446343","content_text":"Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoft(NASDAQ:MSFT)founder and his partner of 27 years may send shockwaves across their projects.In the latest13F filingfrom the Bill and Melinda Gates Foundation Trust for the period ended 12/31/20, top holdings by value in descending order included Berkshire Hathaway(NYSE:BRK.B), Waste Management(NYSE:WM), Caterpillar(NYSE:CAT), Canadian National(NYSE:CNI), Walmart(NYSE:WMT), EcoLab(NYSE:ECL), Crown Castle(NYSE:CCI), Fedex(NYSE:FDX)and UPS(NYSE:UPS).Two stocks in which the foundation has a large stake (more than 10% of shares outstanding) included Schrodinger(NASDAQ:SDGR)and Coca-Cola Femsa(NYSE:KOF).Most of the other holdings were below $1 billion in market value and their ownership consisted of less than 3% of shares outstanding in the associated stock.The Bill and Melinda Gates Foundation, in their latestquarterly filing, disclosed ownership stakes in Amyris(NASDAQ:AMRS), Vir Biotech(NASDAQ:VIR), BionTech(NASDAQ:BNTX), Curevac(NASDAQ:CVAC)and Atreca(NASDAQ:BCEL).Our readers may recall when the world's richest person, Jeff Bezos, and his partner Mackenzie Scottcalled it quits two years ago. This is how their wealth ended upsplit between them.","news_type":1,"symbols_score_info":{"BCEL":0.9,"CAT":0.9,"KOF":0.9,"CVAC":0.9,"FDX":0.9,"WM":0.9,"BNTX":0.9,"CNI":0.9,"CCI":0.9,"SDGR":0.9,"MSFT":0.9,"WMT":0.9,"BRK.B":0.9,"AMRS":0.9,"WCLD":0.9,"UPS":0.9,"VIR":0.9}},"isVote":1,"tweetType":1,"viewCount":4116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350223100,"gmtCreate":1616214690100,"gmtModify":1634526695508,"author":{"id":"3575616552570301","authorId":"3575616552570301","name":"KSHoSG","avatar":"https://static.tigerbbs.com/f9e9c60ddd65dd7dca218423e8951ee3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575616552570301","idStr":"3575616552570301"},"themes":[],"htmlText":"[鬼脸]&nbsp;","listText":"[鬼脸]&nbsp;","text":"[鬼脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/350223100","repostId":"1190757715","repostType":4,"repost":{"id":"1190757715","kind":"news","pubTimestamp":1616161968,"share":"https://www.laohu8.com/m/news/1190757715?lang=zh_CN&edition=full","pubTime":"2021-03-19 21:52","market":"us","language":"en","title":"1 Stock Warren Buffett and Cathie Wood Have in Common and 1 They Should<blockquote>沃伦·巴菲特和凯西·伍德共有1只股票，他们应该有1只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190757715","media":"Motley Fool","summary":"It might be a surprise to find out that two investors with virtually opposite approaches -- one who ","content":"<p>It might be a surprise to find out that two investors with virtually opposite approaches -- one who invests in large, cheap, iconic companies and the other who rose to fame on the heels of her outlandishly bullish (and accurate) predictions about \"overvalued\" stocks -- would have the same company in their portfolios. Perhaps the bigger surprise is the stock you might expect them to both own that they don't. Let's take a look at the two companies in question and what these successful investors must see.</p><p><blockquote>你可能会惊讶地发现，两个方法几乎相反的投资者——一个投资于大型、廉价、标志性的公司，另一个因她对“高估”股票的异常乐观（且准确）预测而声名鹊起——他们的投资组合中会有同一家公司。也许更大的惊喜是你可能期望他们都拥有的股票，但他们并没有。让我们来看看有问题的两家公司以及这些成功的投资者必须看到的东西。</blockquote></p><p><b>The surprising stock they both own</b></p><p><blockquote><b>他们都拥有的令人惊讶的股票</b></blockquote></p><p>First, it's doubtful that Warren Buffett actually bought<b>Snowflake</b>(NYSE:SNOW), the cloud data warehouse-as-a-service company. In recent years, lieutenants Todd Combs and Ted Weschler have been making more of the investment decisions, and the $750 million in stock<b>BerkshireHathaway</b>(NYSE:BRK.A)(NYSE:BRK.B)purchased before theinitial public offering (IPO)certainly doesn't match the investment style of the legendary nonagenarian. In fact, Buffett hasn't bought an IPO since<b>Ford</b>&nbsp;in 1956. The company does fit the style of Cathie Wood at ARK Invest, a global asset management company focused on disruptive innovation. That said, Snowflake is putting up numbers that would get any investor's attention.</p><p><blockquote>首先，沃伦·巴菲特是否真的购买了值得怀疑<b>雪花</b>（纽约证券交易所代码：SNOW），云数据仓库即服务公司。近年来，托德·库姆斯中尉和特德·韦施勒中尉一直在做出更多的投资决策，7.5亿美元的股票<b>伯克希尔哈撒韦</b>（纽约证券交易所股票代码：BRK.A）（纽约证券交易所股票代码：BRK.B）在首次公开募股（IPO）之前购买的当然不符合这位传奇九十多岁老人的投资风格。事实上，巴菲特此后就没有购买过IPO<b>福特</b>1956年。该公司确实符合ARK Invest的Cathie Wood的风格，ARK Invest是一家专注于颠覆性创新的全球资产管理公司。也就是说，Snowflake提供的数据会引起任何投资者的注意。</blockquote></p><p>The company recently reported its full fiscal year earnings, and the growth was jaw-dropping. Fourth-quarter revenue of $178 million was up 116% year over year. Topping that, remaining performance obligations, what customers have signed on to buy, was up 213% over the same point last year. The company has 77 customers that spend more than $1 million per year. That number is up from 65 just three months earlier. Management is projecting between 92% and 96% revenue growth for the current year. Snowflake posted an operating margin of negative 92%. Losing money never sounds good, but that is closer to profitability than the negative 135% for the year ending January 2020 or the negative 192% in 2019. If the company really wanted to turn a profit it could just curb its spending on sales and marketing.</p><p><blockquote>该公司最近公布了完整财年的收益，增长令人瞠目结舌。第四季度营收为1.78亿美元，同比增长116%。最重要的是，剩余履约义务（即客户已签署购买的商品）比去年同期增长了213%。该公司有77名每年消费超过100万美元的客户。这个数字比三个月前的65个有所上升。管理层预计今年收入增长92%至96%。Snowflake公布的营业利润率为负92%。亏损听起来从来都不是好事，但这比截至2020年1月的年度负135%或2019年的负192%更接近盈利。如果该公司真的想盈利，它可以限制销售和营销支出。</blockquote></p><p>It may not be a typical Buffett stock, but Snowflake definitely fits the mold of Wood's investments. The ARK founder has become synonymous with innovation, building a portfolio around futuristic themes such as genomics, space exploration, mobility-as-a-service, and the next-generation internet. It's the last theme, encompassing artificial intelligence and cloud computing, where Snowflake fits. The company's pay-as-you-consume, real-time access to data and analytical tools is a giant leap forward compared to the slow, bogged-down daily or weekly updates companies have long come to accept with managing their internal data warehouses.</p><p><blockquote>它可能不是典型的巴菲特股票，但雪花绝对符合伍德的投资模式。方舟创始人已成为创新的代名词，围绕基因组学、太空探索、移动即服务和下一代互联网等未来主题构建产品组合。这是最后一个主题，包括人工智能和云计算，雪花适合。与公司长期以来在管理内部数据仓库时接受的缓慢、停滞不前的每日或每周更新相比，该公司按消费付费、实时访问数据和分析工具是一个巨大的飞跃。</blockquote></p><p>Another stock in ARK's portfolio touches both the data-related and genomic revolution strategy. Based on his other holdings, it's actually surprising Buffett doesn't own it too.</p><p><blockquote>ARK投资组合中的另一只股票涉及数据相关和基因组革命战略。根据他的其他持股，巴菲特并不拥有它实际上令人惊讶。</blockquote></p><p><b>The surprising stock they don't both own</b></p><p><blockquote><b>令人惊讶的是他们并不都拥有的股票</b></blockquote></p><p>The Oracle of Omaha has been buying up the stocks of pharmaceutical companies in the past year. In the third quarter of 2020 he added shares of<b>Pfizer</b>(NYSE:PFE),<b>AbbVie</b>(NYSE:ABBV),<b>Merck</b>(NYSE:MRK), and<b>BristolMyersSquibb</b>(NYSE:BMY). Every member of that group gives investors between 3% and 5% in dividends annually. Other than Bristol Myers, they all hover around a $200 billion market cap as well, and Bristol Myers is nearly as large at $136 billion. Similarly,<b>Novartis</b>(NYSE:NVS)is a $211 billion company yielding 3.8%. Perhaps the reason Buffett hasn't bought this big pharma stock is that it is a Swiss company. It turns out, Buffett favors American brands in food, cola, and apparently drugmakers.</p><p><blockquote>这位奥马哈先知在过去的一年里一直在买入制药公司的股票。2020年第三季度，他增持了<b>辉瑞</b>（纽约证券交易所代码：PFE），<b>艾伯维</b>（纽约证券交易所代码：ABBV），<b>默克</b>（纽约证券交易所代码：MRK），以及<b>百时美施贵宝</b>（纽约证券交易所代码：BMY）。该集团的每个成员每年向投资者支付3%至5%的股息。除了百时美施贵宝之外，它们的市值也都徘徊在2000亿美元左右，百时美施贵宝的市值也几乎同样大，为1360亿美元。同样，<b>诺华</b>（纽约证券交易所股票代码：NVS）是一家市值2110亿美元的公司，收益率为3.8%。也许巴菲特没有购买这家大型制药公司股票的原因是它是一家瑞士公司。事实证明，巴菲特青睐食品、可乐领域的美国品牌，显然还有制药商。</blockquote></p><p>Novartis did catch the eye of Wood, thanks to its work toward developing a leading digital and data science platform for drug discovery. Although it isn't a pure play on any of ARK's strategies, Wood considers it a deep value pick, to be held through a bull market and then sold in times of volatility to add to higher-conviction growth names that get beaten down.</p><p><blockquote>诺华确实引起了伍德的注意，这要归功于其致力于开发领先的药物发现数字和数据科学平台。尽管这并不是ARK任何策略的纯粹体现，但伍德认为这是一个深度价值选择，可以在牛市期间持有，然后在波动时期出售，以增加受到打击的信念较高的成长型股票。</blockquote></p><p><b>Portfolio juxtaposition</b></p><p><blockquote><b>组合并置</b></blockquote></p><p>It may be counterintuitive for an investor who prides himself on unemotional investing to buy into one of the hottest IPOs of last year, but once Snowflake started trading, the investment doubled almost immediately. Similarly, few would think someone famous for a $4,000 price target on<b>Tesla</b>and presentations that literally map out the future of entire industries would own a nearly 4% dividend paying pharmaceutical company with no growth. However, there is a great lesson in these examples.</p><p><blockquote>对于一个以不带感情色彩的投资为荣的投资者来说，买入去年最热门的IPO之一可能是违反直觉的，但一旦Snowflake开始交易，投资几乎立即翻了一番。同样，很少有人会认为有人以4,000美元的目标价而闻名<b>特斯拉</b>真正描绘整个行业未来的演示文稿将拥有一家支付近4%股息但没有增长的制药公司。然而，这些例子中有一个很好的教训。</blockquote></p><p></p><p>Don't settle for the labels Wall Street places on companies or investors. Value and growth are just words. Investors may have tendencies that define them in the public eye, but that oversimplification may obscure the characteristics that draw their interest in an investment. Although Buffett likely didn't buy shares of Snowflake, it may have been the customer loyalty, leadership team, and consistent march toward profitability that made Combs or Weschler comfortable buying Snowflake shares. Wood may have a lot of fast-growing companies that don't make a profit, but it's the innovation that compels her to invest, not just growth rate. In the case of Novartis, innovation came in the form of a mega-cap pharmaceutical company.</p><p><blockquote>不要满足于华尔街给公司或投资者贴上的标签。价值和增长只是口头上的。投资者可能有在公众眼中定义他们的倾向，但这种过于简单化可能会掩盖吸引他们对投资感兴趣的特征。尽管巴菲特可能没有购买Snowflake的股票，但可能是客户忠诚度、领导团队以及持续向盈利能力迈进，让库姆斯或韦施勒放心购买Snowflake股票。伍德可能有很多快速增长的公司没有盈利，但迫使她投资的是创新，而不仅仅是增长率。就诺华而言，创新是以大型制药公司的形式出现的。</blockquote></p><p>Instead of focusing on the labels Wall Street slaps on a company or following Warren Buffett or Cathie Wood into the stock, try to identify the characteristics of the business that they find compelling. Try approaching the company as if you were going to inherit it, learning how dedicated customers are, where money gets spent to attract new ones, or what advantages it has over competitors. These answers will lead to a more informed investment decision and better outcomes over time.</p><p><blockquote>不要关注华尔街给一家公司贴上的标签，也不要追随沃伦·巴菲特或凯西·伍德买入该股票，而是尝试找出他们认为引人注目的业务特征。尝试接近该公司，就像你要继承它一样，了解客户有多敬业，钱花在哪里吸引新客户，或者它相对于竞争对手有什么优势。随着时间的推移，这些答案将导致更明智的投资决策和更好的结果。</blockquote></p><p>It turns out, both Snowflake and Novartis are compelling to different types of investors for a variety of reasons. Exploring those reasons can teach us a lot more about investing than focusing solely on who owns them. The more we know about a company, the easier it is to figure out whether the nextsell-off is something to fear or a great opportunity.</p><p><blockquote>事实证明，出于各种原因，雪花和诺华都吸引了不同类型的投资者。探索这些原因可以教会我们更多关于投资的知识，而不是仅仅关注谁拥有它们。我们对一家公司了解得越多，就越容易弄清楚下一次抛售是令人恐惧的事情还是一个绝佳的机会。</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>1 Stock Warren Buffett and Cathie Wood Have in Common and 1 They Should<blockquote>沃伦·巴菲特和凯西·伍德共有1只股票，他们应该有1只股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n1 Stock Warren Buffett and Cathie Wood Have in Common and 1 They Should<blockquote>沃伦·巴菲特和凯西·伍德共有1只股票，他们应该有1只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-03-19 21:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It might be a surprise to find out that two investors with virtually opposite approaches -- one who invests in large, cheap, iconic companies and the other who rose to fame on the heels of her outlandishly bullish (and accurate) predictions about \"overvalued\" stocks -- would have the same company in their portfolios. Perhaps the bigger surprise is the stock you might expect them to both own that they don't. Let's take a look at the two companies in question and what these successful investors must see.</p><p><blockquote>你可能会惊讶地发现，两个方法几乎相反的投资者——一个投资于大型、廉价、标志性的公司，另一个因她对“高估”股票的异常乐观（且准确）预测而声名鹊起——他们的投资组合中会有同一家公司。也许更大的惊喜是你可能期望他们都拥有的股票，但他们并没有。让我们来看看有问题的两家公司以及这些成功的投资者必须看到的东西。</blockquote></p><p><b>The surprising stock they both own</b></p><p><blockquote><b>他们都拥有的令人惊讶的股票</b></blockquote></p><p>First, it's doubtful that Warren Buffett actually bought<b>Snowflake</b>(NYSE:SNOW), the cloud data warehouse-as-a-service company. In recent years, lieutenants Todd Combs and Ted Weschler have been making more of the investment decisions, and the $750 million in stock<b>BerkshireHathaway</b>(NYSE:BRK.A)(NYSE:BRK.B)purchased before theinitial public offering (IPO)certainly doesn't match the investment style of the legendary nonagenarian. In fact, Buffett hasn't bought an IPO since<b>Ford</b>&nbsp;in 1956. The company does fit the style of Cathie Wood at ARK Invest, a global asset management company focused on disruptive innovation. That said, Snowflake is putting up numbers that would get any investor's attention.</p><p><blockquote>首先，沃伦·巴菲特是否真的购买了值得怀疑<b>雪花</b>（纽约证券交易所代码：SNOW），云数据仓库即服务公司。近年来，托德·库姆斯中尉和特德·韦施勒中尉一直在做出更多的投资决策，7.5亿美元的股票<b>伯克希尔哈撒韦</b>（纽约证券交易所股票代码：BRK.A）（纽约证券交易所股票代码：BRK.B）在首次公开募股（IPO）之前购买的当然不符合这位传奇九十多岁老人的投资风格。事实上，巴菲特此后就没有购买过IPO<b>福特</b>1956年。该公司确实符合ARK Invest的Cathie Wood的风格，ARK Invest是一家专注于颠覆性创新的全球资产管理公司。也就是说，Snowflake提供的数据会引起任何投资者的注意。</blockquote></p><p>The company recently reported its full fiscal year earnings, and the growth was jaw-dropping. Fourth-quarter revenue of $178 million was up 116% year over year. Topping that, remaining performance obligations, what customers have signed on to buy, was up 213% over the same point last year. The company has 77 customers that spend more than $1 million per year. That number is up from 65 just three months earlier. Management is projecting between 92% and 96% revenue growth for the current year. Snowflake posted an operating margin of negative 92%. Losing money never sounds good, but that is closer to profitability than the negative 135% for the year ending January 2020 or the negative 192% in 2019. If the company really wanted to turn a profit it could just curb its spending on sales and marketing.</p><p><blockquote>该公司最近公布了完整财年的收益，增长令人瞠目结舌。第四季度营收为1.78亿美元，同比增长116%。最重要的是，剩余履约义务（即客户已签署购买的商品）比去年同期增长了213%。该公司有77名每年消费超过100万美元的客户。这个数字比三个月前的65个有所上升。管理层预计今年收入增长92%至96%。Snowflake公布的营业利润率为负92%。亏损听起来从来都不是好事，但这比截至2020年1月的年度负135%或2019年的负192%更接近盈利。如果该公司真的想盈利，它可以限制销售和营销支出。</blockquote></p><p>It may not be a typical Buffett stock, but Snowflake definitely fits the mold of Wood's investments. The ARK founder has become synonymous with innovation, building a portfolio around futuristic themes such as genomics, space exploration, mobility-as-a-service, and the next-generation internet. It's the last theme, encompassing artificial intelligence and cloud computing, where Snowflake fits. The company's pay-as-you-consume, real-time access to data and analytical tools is a giant leap forward compared to the slow, bogged-down daily or weekly updates companies have long come to accept with managing their internal data warehouses.</p><p><blockquote>它可能不是典型的巴菲特股票，但雪花绝对符合伍德的投资模式。方舟创始人已成为创新的代名词，围绕基因组学、太空探索、移动即服务和下一代互联网等未来主题构建产品组合。这是最后一个主题，包括人工智能和云计算，雪花适合。与公司长期以来在管理内部数据仓库时接受的缓慢、停滞不前的每日或每周更新相比，该公司按消费付费、实时访问数据和分析工具是一个巨大的飞跃。</blockquote></p><p>Another stock in ARK's portfolio touches both the data-related and genomic revolution strategy. Based on his other holdings, it's actually surprising Buffett doesn't own it too.</p><p><blockquote>ARK投资组合中的另一只股票涉及数据相关和基因组革命战略。根据他的其他持股，巴菲特并不拥有它实际上令人惊讶。</blockquote></p><p><b>The surprising stock they don't both own</b></p><p><blockquote><b>令人惊讶的是他们并不都拥有的股票</b></blockquote></p><p>The Oracle of Omaha has been buying up the stocks of pharmaceutical companies in the past year. In the third quarter of 2020 he added shares of<b>Pfizer</b>(NYSE:PFE),<b>AbbVie</b>(NYSE:ABBV),<b>Merck</b>(NYSE:MRK), and<b>BristolMyersSquibb</b>(NYSE:BMY). Every member of that group gives investors between 3% and 5% in dividends annually. Other than Bristol Myers, they all hover around a $200 billion market cap as well, and Bristol Myers is nearly as large at $136 billion. Similarly,<b>Novartis</b>(NYSE:NVS)is a $211 billion company yielding 3.8%. Perhaps the reason Buffett hasn't bought this big pharma stock is that it is a Swiss company. It turns out, Buffett favors American brands in food, cola, and apparently drugmakers.</p><p><blockquote>这位奥马哈先知在过去的一年里一直在买入制药公司的股票。2020年第三季度，他增持了<b>辉瑞</b>（纽约证券交易所代码：PFE），<b>艾伯维</b>（纽约证券交易所代码：ABBV），<b>默克</b>（纽约证券交易所代码：MRK），以及<b>百时美施贵宝</b>（纽约证券交易所代码：BMY）。该集团的每个成员每年向投资者支付3%至5%的股息。除了百时美施贵宝之外，它们的市值也都徘徊在2000亿美元左右，百时美施贵宝的市值也几乎同样大，为1360亿美元。同样，<b>诺华</b>（纽约证券交易所股票代码：NVS）是一家市值2110亿美元的公司，收益率为3.8%。也许巴菲特没有购买这家大型制药公司股票的原因是它是一家瑞士公司。事实证明，巴菲特青睐食品、可乐领域的美国品牌，显然还有制药商。</blockquote></p><p>Novartis did catch the eye of Wood, thanks to its work toward developing a leading digital and data science platform for drug discovery. Although it isn't a pure play on any of ARK's strategies, Wood considers it a deep value pick, to be held through a bull market and then sold in times of volatility to add to higher-conviction growth names that get beaten down.</p><p><blockquote>诺华确实引起了伍德的注意，这要归功于其致力于开发领先的药物发现数字和数据科学平台。尽管这并不是ARK任何策略的纯粹体现，但伍德认为这是一个深度价值选择，可以在牛市期间持有，然后在波动时期出售，以增加受到打击的信念较高的成长型股票。</blockquote></p><p><b>Portfolio juxtaposition</b></p><p><blockquote><b>组合并置</b></blockquote></p><p>It may be counterintuitive for an investor who prides himself on unemotional investing to buy into one of the hottest IPOs of last year, but once Snowflake started trading, the investment doubled almost immediately. Similarly, few would think someone famous for a $4,000 price target on<b>Tesla</b>and presentations that literally map out the future of entire industries would own a nearly 4% dividend paying pharmaceutical company with no growth. However, there is a great lesson in these examples.</p><p><blockquote>对于一个以不带感情色彩的投资为荣的投资者来说，买入去年最热门的IPO之一可能是违反直觉的，但一旦Snowflake开始交易，投资几乎立即翻了一番。同样，很少有人会认为有人以4,000美元的目标价而闻名<b>特斯拉</b>真正描绘整个行业未来的演示文稿将拥有一家支付近4%股息但没有增长的制药公司。然而，这些例子中有一个很好的教训。</blockquote></p><p></p><p>Don't settle for the labels Wall Street places on companies or investors. Value and growth are just words. Investors may have tendencies that define them in the public eye, but that oversimplification may obscure the characteristics that draw their interest in an investment. Although Buffett likely didn't buy shares of Snowflake, it may have been the customer loyalty, leadership team, and consistent march toward profitability that made Combs or Weschler comfortable buying Snowflake shares. Wood may have a lot of fast-growing companies that don't make a profit, but it's the innovation that compels her to invest, not just growth rate. In the case of Novartis, innovation came in the form of a mega-cap pharmaceutical company.</p><p><blockquote>不要满足于华尔街给公司或投资者贴上的标签。价值和增长只是口头上的。投资者可能有在公众眼中定义他们的倾向，但这种过于简单化可能会掩盖吸引他们对投资感兴趣的特征。尽管巴菲特可能没有购买Snowflake的股票，但可能是客户忠诚度、领导团队以及持续向盈利能力迈进，让库姆斯或韦施勒放心购买Snowflake股票。伍德可能有很多快速增长的公司没有盈利，但迫使她投资的是创新，而不仅仅是增长率。就诺华而言，创新是以大型制药公司的形式出现的。</blockquote></p><p>Instead of focusing on the labels Wall Street slaps on a company or following Warren Buffett or Cathie Wood into the stock, try to identify the characteristics of the business that they find compelling. Try approaching the company as if you were going to inherit it, learning how dedicated customers are, where money gets spent to attract new ones, or what advantages it has over competitors. These answers will lead to a more informed investment decision and better outcomes over time.</p><p><blockquote>不要关注华尔街给一家公司贴上的标签，也不要追随沃伦·巴菲特或凯西·伍德买入该股票，而是尝试找出他们认为引人注目的业务特征。尝试接近该公司，就像你要继承它一样，了解客户有多敬业，钱花在哪里吸引新客户，或者它相对于竞争对手有什么优势。随着时间的推移，这些答案将导致更明智的投资决策和更好的结果。</blockquote></p><p>It turns out, both Snowflake and Novartis are compelling to different types of investors for a variety of reasons. Exploring those reasons can teach us a lot more about investing than focusing solely on who owns them. The more we know about a company, the easier it is to figure out whether the nextsell-off is something to fear or a great opportunity.</p><p><blockquote>事实证明，出于各种原因，雪花和诺华都吸引了不同类型的投资者。探索这些原因可以教会我们更多关于投资的知识，而不是仅仅关注谁拥有它们。我们对一家公司了解得越多，就越容易弄清楚下一次抛售是令人恐惧的事情还是一个绝佳的机会。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/03/19/1-stock-warren-buffett-and-cathie-wood-have-in-com/\">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":{},"source_url":"https://www.fool.com/investing/2021/03/19/1-stock-warren-buffett-and-cathie-wood-have-in-com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190757715","content_text":"It might be a surprise to find out that two investors with virtually opposite approaches -- one who invests in large, cheap, iconic companies and the other who rose to fame on the heels of her outlandishly bullish (and accurate) predictions about \"overvalued\" stocks -- would have the same company in their portfolios. Perhaps the bigger surprise is the stock you might expect them to both own that they don't. Let's take a look at the two companies in question and what these successful investors must see.The surprising stock they both ownFirst, it's doubtful that Warren Buffett actually boughtSnowflake(NYSE:SNOW), the cloud data warehouse-as-a-service company. In recent years, lieutenants Todd Combs and Ted Weschler have been making more of the investment decisions, and the $750 million in stockBerkshireHathaway(NYSE:BRK.A)(NYSE:BRK.B)purchased before theinitial public offering (IPO)certainly doesn't match the investment style of the legendary nonagenarian. In fact, Buffett hasn't bought an IPO sinceFord in 1956. The company does fit the style of Cathie Wood at ARK Invest, a global asset management company focused on disruptive innovation. That said, Snowflake is putting up numbers that would get any investor's attention.The company recently reported its full fiscal year earnings, and the growth was jaw-dropping. Fourth-quarter revenue of $178 million was up 116% year over year. Topping that, remaining performance obligations, what customers have signed on to buy, was up 213% over the same point last year. The company has 77 customers that spend more than $1 million per year. That number is up from 65 just three months earlier. Management is projecting between 92% and 96% revenue growth for the current year. Snowflake posted an operating margin of negative 92%. Losing money never sounds good, but that is closer to profitability than the negative 135% for the year ending January 2020 or the negative 192% in 2019. If the company really wanted to turn a profit it could just curb its spending on sales and marketing.It may not be a typical Buffett stock, but Snowflake definitely fits the mold of Wood's investments. The ARK founder has become synonymous with innovation, building a portfolio around futuristic themes such as genomics, space exploration, mobility-as-a-service, and the next-generation internet. It's the last theme, encompassing artificial intelligence and cloud computing, where Snowflake fits. The company's pay-as-you-consume, real-time access to data and analytical tools is a giant leap forward compared to the slow, bogged-down daily or weekly updates companies have long come to accept with managing their internal data warehouses.Another stock in ARK's portfolio touches both the data-related and genomic revolution strategy. Based on his other holdings, it's actually surprising Buffett doesn't own it too.The surprising stock they don't both ownThe Oracle of Omaha has been buying up the stocks of pharmaceutical companies in the past year. In the third quarter of 2020 he added shares ofPfizer(NYSE:PFE),AbbVie(NYSE:ABBV),Merck(NYSE:MRK), andBristolMyersSquibb(NYSE:BMY). Every member of that group gives investors between 3% and 5% in dividends annually. Other than Bristol Myers, they all hover around a $200 billion market cap as well, and Bristol Myers is nearly as large at $136 billion. Similarly,Novartis(NYSE:NVS)is a $211 billion company yielding 3.8%. Perhaps the reason Buffett hasn't bought this big pharma stock is that it is a Swiss company. It turns out, Buffett favors American brands in food, cola, and apparently drugmakers.Novartis did catch the eye of Wood, thanks to its work toward developing a leading digital and data science platform for drug discovery. Although it isn't a pure play on any of ARK's strategies, Wood considers it a deep value pick, to be held through a bull market and then sold in times of volatility to add to higher-conviction growth names that get beaten down.Portfolio juxtapositionIt may be counterintuitive for an investor who prides himself on unemotional investing to buy into one of the hottest IPOs of last year, but once Snowflake started trading, the investment doubled almost immediately. Similarly, few would think someone famous for a $4,000 price target onTeslaand presentations that literally map out the future of entire industries would own a nearly 4% dividend paying pharmaceutical company with no growth. However, there is a great lesson in these examples.Don't settle for the labels Wall Street places on companies or investors. Value and growth are just words. Investors may have tendencies that define them in the public eye, but that oversimplification may obscure the characteristics that draw their interest in an investment. Although Buffett likely didn't buy shares of Snowflake, it may have been the customer loyalty, leadership team, and consistent march toward profitability that made Combs or Weschler comfortable buying Snowflake shares. Wood may have a lot of fast-growing companies that don't make a profit, but it's the innovation that compels her to invest, not just growth rate. In the case of Novartis, innovation came in the form of a mega-cap pharmaceutical company.Instead of focusing on the labels Wall Street slaps on a company or following Warren Buffett or Cathie Wood into the stock, try to identify the characteristics of the business that they find compelling. Try approaching the company as if you were going to inherit it, learning how dedicated customers are, where money gets spent to attract new ones, or what advantages it has over competitors. These answers will lead to a more informed investment decision and better outcomes over time.It turns out, both Snowflake and Novartis are compelling to different types of investors for a variety of reasons. Exploring those reasons can teach us a lot more about investing than focusing solely on who owns them. The more we know about a company, the easier it is to figure out whether the nextsell-off is something to fear or a great opportunity.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380583910,"gmtCreate":1612553007030,"gmtModify":1703763616427,"author":{"id":"3575616552570301","authorId":"3575616552570301","name":"KSHoSG","avatar":"https://static.tigerbbs.com/f9e9c60ddd65dd7dca218423e8951ee3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575616552570301","idStr":"3575616552570301"},"themes":[],"htmlText":"Something to watch out for in 2021!","listText":"Something to watch out for in 2021!","text":"Something to watch out for in 2021!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/380583910","repostId":"1125684044","repostType":4,"isVote":1,"tweetType":1,"viewCount":502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372817774,"gmtCreate":1619190666398,"gmtModify":1634287860882,"author":{"id":"3575616552570301","authorId":"3575616552570301","name":"KSHoSG","avatar":"https://static.tigerbbs.com/f9e9c60ddd65dd7dca218423e8951ee3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575616552570301","idStr":"3575616552570301"},"themes":[],"htmlText":"[惊吓]&nbsp;","listText":"[惊吓]&nbsp;","text":"[惊吓]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372817774","repostId":"1122047796","repostType":4,"repost":{"id":"1122047796","kind":"news","pubTimestamp":1619190353,"share":"https://www.laohu8.com/m/news/1122047796?lang=zh_CN&edition=full","pubTime":"2021-04-23 23:05","market":"us","language":"en","title":"Why Inovio Stock Is Crashing Today<blockquote>为什么Inovio股票今天暴跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122047796","media":" Motley Fool ","summary":"The biotech just lost funding for the late-stage study of its COVID-19 vaccine candidate.\nWhat happe","content":"<p>The biotech just lost funding for the late-stage study of its COVID-19 vaccine candidate.</p><p><blockquote>该生物技术公司刚刚失去了其COVID-19候选疫苗后期研究的资金。</blockquote></p><p> <b>What happened</b></p><p><blockquote><b>发生了什么</b></blockquote></p><p> Shares of&nbsp;<b>Inovio Pharmaceuticals</b>&nbsp;(NASDAQ:INO)&nbsp;were crashing 26.8% as of 11:05 a.m. EDT on Friday. The big decline came after the company announced that the U.S. Department of Defense is discontinuing funding of the phase 3 study evaluating its COVID-19 vaccine candidate INO-4800.</p><p><blockquote>本公司之股份<b>Inovio制药公司</b>截至美国东部时间周五上午11点05分，（纳斯达克：INO）股价暴跌26.8%。在该公司宣布美国后，股价大幅下跌。国防部将停止资助评估其COVID-19候选疫苗INO-4800的3期研究。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> The loss of funding for the phase 3 study of INO-4800 presents a huge setback for Inovio, so today's major sell-off of the&nbsp;biotech stock&nbsp;after this news isn't surprising.</p><p><blockquote>INO-4800 3期研究资金的损失对Inovio来说是一个巨大的挫折，因此今天这一消息传出后该生物技术股票的大幅抛售并不令人意外。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27c0ce391c793e938d8e0e7d27f95a40\" tg-width=\"2000\" tg-height=\"1500\"><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> Why did the Defense Department pull the plug on funding the late-stage study? Inovio said that the department's Joint Program Executive Office for Chemical, Biological, Radiological and Nuclear Defense (JPEO-CBRND) told the company: \"The decision results from the changing environment of COVID-19 with the rapid deployment of vaccines. This decision is not a reflection of the awardee or product, rather a fast-moving environment associated with the former Operation Warp Speed on decisions related to future products.\"</p><p><blockquote>为什么国防部停止资助后期研究？Inovio表示，该部门化学、生物、辐射和核防御联合项目执行办公室（JPEO-CBRND）告诉该公司：“该决定源于随着疫苗的快速部署而不断变化的COVID-19环境。这一决定不是对获奖者或产品的反映，而是与前“曲速行动”相关的快速变化的环境对未来产品相关决策的影响。”</blockquote></p><p> That kind of sounds like the old line used when couples break up: \"It's not you, it's me.\" However, in this case, it makes sense.</p><p><blockquote>这听起来有点像情侣分手时的老台词：“不是你，是我。”然而，在这种情况下，这是有道理的。</blockquote></p><p> The U.S. already has supply deals in place with&nbsp;<b>Pfizer</b>,<b>Moderna</b>, and&nbsp;<b>Johnson &amp; Johnson</b>&nbsp;for more than enough doses to fully vaccinate every American. COVID-19 vaccines from&nbsp;<b>AstraZeneca</b>&nbsp;and&nbsp;<b>Novavax</b>could soon win Emergency Use Authorizations, too. Investing in testing another vaccine simply isn't a smart use of government money at this point.</p><p><blockquote>美国已经与<b>辉瑞</b>,<b>现代</b>，和<b>强生公司</b>足够给每个美国人接种疫苗了。COVID-19疫苗来自<b>阿斯利康</b>和<b>Novavax</b>也可能很快赢得紧急使用授权。在这一点上，投资测试另一种疫苗根本不是政府资金的明智使用。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> The Defense Department will still fund the ongoing phase 2 study of INO-4800. Inovio now plans to conduct its late-stage study of the vaccine primarily outside the U.S. It also is evaluating another candidate, INO-4802, that targets coronavirus variants.</p><p><blockquote>国防部仍将资助正在进行的INO-4800的2期研究。Inovio现在计划主要在美国境外进行该疫苗的后期研究。它还在评估另一种针对冠状病毒变种的候选药物INO-4802。</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 Inovio Stock Is Crashing Today<blockquote>为什么Inovio股票今天暴跌</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 Inovio Stock Is Crashing Today<blockquote>为什么Inovio股票今天暴跌</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\">2021-04-23 23:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The biotech just lost funding for the late-stage study of its COVID-19 vaccine candidate.</p><p><blockquote>该生物技术公司刚刚失去了其COVID-19候选疫苗后期研究的资金。</blockquote></p><p> <b>What happened</b></p><p><blockquote><b>发生了什么</b></blockquote></p><p> Shares of&nbsp;<b>Inovio Pharmaceuticals</b>&nbsp;(NASDAQ:INO)&nbsp;were crashing 26.8% as of 11:05 a.m. EDT on Friday. The big decline came after the company announced that the U.S. Department of Defense is discontinuing funding of the phase 3 study evaluating its COVID-19 vaccine candidate INO-4800.</p><p><blockquote>本公司之股份<b>Inovio制药公司</b>截至美国东部时间周五上午11点05分，（纳斯达克：INO）股价暴跌26.8%。在该公司宣布美国后，股价大幅下跌。国防部将停止资助评估其COVID-19候选疫苗INO-4800的3期研究。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> The loss of funding for the phase 3 study of INO-4800 presents a huge setback for Inovio, so today's major sell-off of the&nbsp;biotech stock&nbsp;after this news isn't surprising.</p><p><blockquote>INO-4800 3期研究资金的损失对Inovio来说是一个巨大的挫折，因此今天这一消息传出后该生物技术股票的大幅抛售并不令人意外。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27c0ce391c793e938d8e0e7d27f95a40\" tg-width=\"2000\" tg-height=\"1500\"><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> Why did the Defense Department pull the plug on funding the late-stage study? Inovio said that the department's Joint Program Executive Office for Chemical, Biological, Radiological and Nuclear Defense (JPEO-CBRND) told the company: \"The decision results from the changing environment of COVID-19 with the rapid deployment of vaccines. This decision is not a reflection of the awardee or product, rather a fast-moving environment associated with the former Operation Warp Speed on decisions related to future products.\"</p><p><blockquote>为什么国防部停止资助后期研究？Inovio表示，该部门化学、生物、辐射和核防御联合项目执行办公室（JPEO-CBRND）告诉该公司：“该决定源于随着疫苗的快速部署而不断变化的COVID-19环境。这一决定不是对获奖者或产品的反映，而是与前“曲速行动”相关的快速变化的环境对未来产品相关决策的影响。”</blockquote></p><p> That kind of sounds like the old line used when couples break up: \"It's not you, it's me.\" However, in this case, it makes sense.</p><p><blockquote>这听起来有点像情侣分手时的老台词：“不是你，是我。”然而，在这种情况下，这是有道理的。</blockquote></p><p> The U.S. already has supply deals in place with&nbsp;<b>Pfizer</b>,<b>Moderna</b>, and&nbsp;<b>Johnson &amp; Johnson</b>&nbsp;for more than enough doses to fully vaccinate every American. COVID-19 vaccines from&nbsp;<b>AstraZeneca</b>&nbsp;and&nbsp;<b>Novavax</b>could soon win Emergency Use Authorizations, too. Investing in testing another vaccine simply isn't a smart use of government money at this point.</p><p><blockquote>美国已经与<b>辉瑞</b>,<b>现代</b>，和<b>强生公司</b>足够给每个美国人接种疫苗了。COVID-19疫苗来自<b>阿斯利康</b>和<b>Novavax</b>也可能很快赢得紧急使用授权。在这一点上，投资测试另一种疫苗根本不是政府资金的明智使用。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> The Defense Department will still fund the ongoing phase 2 study of INO-4800. Inovio now plans to conduct its late-stage study of the vaccine primarily outside the U.S. It also is evaluating another candidate, INO-4802, that targets coronavirus variants.</p><p><blockquote>国防部仍将资助正在进行的INO-4800的2期研究。Inovio现在计划主要在美国境外进行该疫苗的后期研究。它还在评估另一种针对冠状病毒变种的候选药物INO-4802。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/04/23/why-inovio-stock-is-crashing-today/\"> 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":{"INO":"伊诺维奥制药"},"source_url":"https://www.fool.com/investing/2021/04/23/why-inovio-stock-is-crashing-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122047796","content_text":"The biotech just lost funding for the late-stage study of its COVID-19 vaccine candidate.\nWhat happened\nShares of Inovio Pharmaceuticals (NASDAQ:INO) were crashing 26.8% as of 11:05 a.m. EDT on Friday. The big decline came after the company announced that the U.S. Department of Defense is discontinuing funding of the phase 3 study evaluating its COVID-19 vaccine candidate INO-4800.\nSo what\nThe loss of funding for the phase 3 study of INO-4800 presents a huge setback for Inovio, so today's major sell-off of the biotech stock after this news isn't surprising.\nIMAGE SOURCE: GETTY IMAGES.\nWhy did the Defense Department pull the plug on funding the late-stage study? Inovio said that the department's Joint Program Executive Office for Chemical, Biological, Radiological and Nuclear Defense (JPEO-CBRND) told the company: \"The decision results from the changing environment of COVID-19 with the rapid deployment of vaccines. This decision is not a reflection of the awardee or product, rather a fast-moving environment associated with the former Operation Warp Speed on decisions related to future products.\"\nThat kind of sounds like the old line used when couples break up: \"It's not you, it's me.\" However, in this case, it makes sense.\nThe U.S. already has supply deals in place with Pfizer,Moderna, and Johnson & Johnson for more than enough doses to fully vaccinate every American. COVID-19 vaccines from AstraZeneca and Novavaxcould soon win Emergency Use Authorizations, too. Investing in testing another vaccine simply isn't a smart use of government money at this point.\nNow what\nThe Defense Department will still fund the ongoing phase 2 study of INO-4800. Inovio now plans to conduct its late-stage study of the vaccine primarily outside the U.S. It also is evaluating another candidate, INO-4802, that targets coronavirus variants.","news_type":1,"symbols_score_info":{"INO":0.9}},"isVote":1,"tweetType":1,"viewCount":2875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378767666,"gmtCreate":1619062812655,"gmtModify":1634288825637,"author":{"id":"3575616552570301","authorId":"3575616552570301","name":"KSHoSG","avatar":"https://static.tigerbbs.com/f9e9c60ddd65dd7dca218423e8951ee3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575616552570301","idStr":"3575616552570301"},"themes":[],"htmlText":"[惊讶]&nbsp;","listText":"[惊讶]&nbsp;","text":"[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378767666","repostId":"2129808688","repostType":4,"isVote":1,"tweetType":1,"viewCount":2502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359110670,"gmtCreate":1616373206190,"gmtModify":1634526220920,"author":{"id":"3575616552570301","authorId":"3575616552570301","name":"KSHoSG","avatar":"https://static.tigerbbs.com/f9e9c60ddd65dd7dca218423e8951ee3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575616552570301","idStr":"3575616552570301"},"themes":[],"htmlText":"[呆住]&nbsp;","listText":"[呆住]&nbsp;","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359110670","repostId":"1126157111","repostType":4,"isVote":1,"tweetType":1,"viewCount":1934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350221148,"gmtCreate":1616214846684,"gmtModify":1634526694575,"author":{"id":"3575616552570301","authorId":"3575616552570301","name":"KSHoSG","avatar":"https://static.tigerbbs.com/f9e9c60ddd65dd7dca218423e8951ee3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575616552570301","idStr":"3575616552570301"},"themes":[],"htmlText":"Concerning to consider.","listText":"Concerning to consider.","text":"Concerning to consider.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/350221148","repostId":"1137663173","repostType":4,"repost":{"id":"1137663173","kind":"news","pubTimestamp":1616148159,"share":"https://www.laohu8.com/m/news/1137663173?lang=zh_CN&edition=full","pubTime":"2021-03-19 18:02","market":"us","language":"en","title":"Tech Stocks Are Falling Fast, Here Are 4 Cyclical Stocks That Are Still Cheap<blockquote>科技股快速下跌，这里有4只周期股仍然便宜</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137663173","media":"marketwatch","summary":"Investors have rushed into so-called cyclical stocks as the economic outlook has gotten a shot in th","content":"<p>Investors have rushed into so-called cyclical stocks as the economic outlook has gotten a shot in the arm and high-flying tech stocks take it on the chin. Even though many of those stocks, which perform better in times of economic expansion, now look a little expensive, a few still stand out as fairly cheap.</p><p><blockquote>随着经济前景受到提振，投资者纷纷涌入所谓的周期性股票，而飞速发展的科技股则表现强劲。尽管许多在经济扩张时期表现较好的股票现在看起来有点贵，但仍有一些股票相当便宜。</blockquote></p><p> Stocks in economically-sensitive sectors such as banks, oil and industrials have performed more than handsomely this year as states announced reopenings and trillions of dollars of fiscal stimulus more than shored up demand. The SPDR S&amp;P Bank (ticker: KBE), Industrial Select Sector SPDR (XLI) and Energy Select Sector SPDR (XLE) exchange-traded funds are all up double digits year to date, dwarfing the S&amp;P 500’s roughly 6% gain and the Nasdaq Composite’s 3.3% advance.</p><p><blockquote>银行、石油和工业等经济敏感行业的股票今年表现非常出色，因为各州宣布重新开放，数万亿美元的财政刺激措施对需求的支撑作用更大。SPDR S&amp;P Bank（股票代码：KBE）、工业精选行业SPDR(XLI)和能源精选行业SPDR(XLE)交易所交易基金今年迄今均上涨了两位数，使标普500约6%的涨幅和纳斯达克指数相形见绌综合指数上涨3.3%。</blockquote></p><p> Tons of cyclicals now look fairly overextended. Caterpillar (CAT), for example, is up 27% year to date. The average analyst price target is 6% below its current trading price. Fortunately, there are some out there trading at attractive valuations with earnings momentum on their side.</p><p><blockquote>大量的周期性股票现在看起来相当过度。例如，卡特彼勒(CAT)今年迄今上涨了27%。分析师平均目标价比当前交易价格低6%。幸运的是，有些公司的估值颇具吸引力，盈利势头也对他们有利。</blockquote></p><p> Strategists at Citigroup compiled a list on Monday of stocks with tolerable valuations, a few of which are cyclical in nature. Citi looked at the PEG ratio, or price/earnings to growth, which divides the forward earnings multiple by the expected earnings growth rate. It tells how justified a stock’s valuation is by showing the gap between the multiple and earnings growth. The slimmer the gap, the cheaper the stock. Citi looked at large capitalization stocks—those with market caps above $10 billion--and looked for those with the 25 lowest PEG ratios.</p><p><blockquote>花旗集团策略师周一编制了一份估值尚可的股票名单，其中一些股票具有周期性。花旗研究了PEG比率，即市盈率与增长率，即将预期收益倍数除以预期收益增长率。它通过显示市盈率和盈利增长之间的差距来说明股票估值的合理性。差距越小，股票就越便宜。花旗关注了大盘股（市值超过100亿美元的股票），并寻找了PEG比率最低的25只股票。</blockquote></p><p> When economic demand rises robustly, so do manufacturing projects, increasing demand for industrial metals used to build machinery. That’s propelled shares of Freeport McMoRan (FCX), the $50 billion by market capitalization metal miner. The company is worth a quarter more now than it was at the beginning of 2021. But the stock still trades at a PEG ratio of about 0.3, based on an expected compound annual growth rate of earnings for the next 3 years. By comparison, the average stock on the S&amp;P 500 trades at a PEG ratio of 1.3. Freeport McMoRan shares could have plenty of runway ahead.</p><p><blockquote>当经济需求强劲增长时，制造业项目也会强劲增长，从而增加对用于制造机械的工业金属的需求。这推动了市值500亿美元的金属矿商自由港麦克莫兰(FCX)的股价上涨。该公司目前的市值比2021年初高出四分之一。但根据未来3年盈利的预期复合年增长率，该股的PEG比率仍约为0.3。相比之下，标普500股票的平均PEG比率为1.3。自由港麦克莫兰公司的股价可能会有很大的发展空间。</blockquote></p><p> Auto makers and other manufacturers need steel to build more products and machines when demand firms up. That’s good news for steelmaker Nucor (NUE), which has seen its currently $20 billion market cap rise by about a third this year. It trades at a 0.9 PEG ratio.</p><p><blockquote>当需求强劲时，汽车制造商和其他制造商需要钢铁来制造更多的产品和机器。这对钢铁制造商纽柯钢铁(NUE)来说是个好消息，该公司目前200亿美元的市值今年上涨了约三分之一。它的PEG比率为0.9。</blockquote></p><p> Shares of General Motors (GM) are up 45% but still trade at a PEG ratio around 1.3, in line with that of the broader market. The stock looks a little less attractive than the others on the list and earnings are only expected to compound in the high single digits over the next 3 years. Still, earnings in 2022 are expected to grow 19% over 2021, according to analysts polled by FactSet. The stock could therefore enjoy plenty of momentum in the near-term. People purchase more cars when they have more discretionary spending capacity.</p><p><blockquote>通用汽车(GM)股价上涨45%，但PEG比率仍在1.3左右，与大盘一致。该股看起来不如名单上的其他股票那么有吸引力，预计未来3年盈利仅会以高个位数复合。尽管如此，据FactSet调查的分析师称，2022年的盈利预计将比2021年增长19%。因此，该股在短期内可能会享有充足的动力。当人们有更多的可自由支配消费能力时，他们会购买更多的汽车。</blockquote></p><p> Hotel chain Marriott International (MAR) is up more than 20% this year. It trades at a PEG ratio of 0.4. As the virus risk associated with hotels fades, people may be more comfortable visiting them. Plus, people’s increased discretionary spend is a major tailwind for hotels.</p><p><blockquote>连锁酒店万豪国际(MAR)今年股价上涨超过20%。它的PEG比率为0.4。随着与酒店相关的病毒风险消退，人们可能会更愿意去酒店。此外，人们可自由支配支出的增加是酒店的一大推动力。</blockquote></p><p> Stocks are pricey by some measures, but that doesn’t mean there are no bargains to ride the sharp economic rebound.</p><p><blockquote>从某些指标来看，股票价格昂贵，但这并不意味着没有便宜货可以驾驭经济的大幅反弹。</blockquote></p><p></p>","source":"market_watch","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>Tech Stocks Are Falling Fast, Here Are 4 Cyclical Stocks That Are Still Cheap<blockquote>科技股快速下跌，这里有4只周期股仍然便宜</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\">\nTech Stocks Are Falling Fast, Here Are 4 Cyclical Stocks That Are Still Cheap<blockquote>科技股快速下跌，这里有4只周期股仍然便宜</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">marketwatch</strong><span class=\"h-time small\">2021-03-19 18:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Investors have rushed into so-called cyclical stocks as the economic outlook has gotten a shot in the arm and high-flying tech stocks take it on the chin. Even though many of those stocks, which perform better in times of economic expansion, now look a little expensive, a few still stand out as fairly cheap.</p><p><blockquote>随着经济前景受到提振，投资者纷纷涌入所谓的周期性股票，而飞速发展的科技股则表现强劲。尽管许多在经济扩张时期表现较好的股票现在看起来有点贵，但仍有一些股票相当便宜。</blockquote></p><p> Stocks in economically-sensitive sectors such as banks, oil and industrials have performed more than handsomely this year as states announced reopenings and trillions of dollars of fiscal stimulus more than shored up demand. The SPDR S&amp;P Bank (ticker: KBE), Industrial Select Sector SPDR (XLI) and Energy Select Sector SPDR (XLE) exchange-traded funds are all up double digits year to date, dwarfing the S&amp;P 500’s roughly 6% gain and the Nasdaq Composite’s 3.3% advance.</p><p><blockquote>银行、石油和工业等经济敏感行业的股票今年表现非常出色，因为各州宣布重新开放，数万亿美元的财政刺激措施对需求的支撑作用更大。SPDR S&amp;P Bank（股票代码：KBE）、工业精选行业SPDR(XLI)和能源精选行业SPDR(XLE)交易所交易基金今年迄今均上涨了两位数，使标普500约6%的涨幅和纳斯达克指数相形见绌综合指数上涨3.3%。</blockquote></p><p> Tons of cyclicals now look fairly overextended. Caterpillar (CAT), for example, is up 27% year to date. The average analyst price target is 6% below its current trading price. Fortunately, there are some out there trading at attractive valuations with earnings momentum on their side.</p><p><blockquote>大量的周期性股票现在看起来相当过度。例如，卡特彼勒(CAT)今年迄今上涨了27%。分析师平均目标价比当前交易价格低6%。幸运的是，有些公司的估值颇具吸引力，盈利势头也对他们有利。</blockquote></p><p> Strategists at Citigroup compiled a list on Monday of stocks with tolerable valuations, a few of which are cyclical in nature. Citi looked at the PEG ratio, or price/earnings to growth, which divides the forward earnings multiple by the expected earnings growth rate. It tells how justified a stock’s valuation is by showing the gap between the multiple and earnings growth. The slimmer the gap, the cheaper the stock. Citi looked at large capitalization stocks—those with market caps above $10 billion--and looked for those with the 25 lowest PEG ratios.</p><p><blockquote>花旗集团策略师周一编制了一份估值尚可的股票名单，其中一些股票具有周期性。花旗研究了PEG比率，即市盈率与增长率，即将预期收益倍数除以预期收益增长率。它通过显示市盈率和盈利增长之间的差距来说明股票估值的合理性。差距越小，股票就越便宜。花旗关注了大盘股（市值超过100亿美元的股票），并寻找了PEG比率最低的25只股票。</blockquote></p><p> When economic demand rises robustly, so do manufacturing projects, increasing demand for industrial metals used to build machinery. That’s propelled shares of Freeport McMoRan (FCX), the $50 billion by market capitalization metal miner. The company is worth a quarter more now than it was at the beginning of 2021. But the stock still trades at a PEG ratio of about 0.3, based on an expected compound annual growth rate of earnings for the next 3 years. By comparison, the average stock on the S&amp;P 500 trades at a PEG ratio of 1.3. Freeport McMoRan shares could have plenty of runway ahead.</p><p><blockquote>当经济需求强劲增长时，制造业项目也会强劲增长，从而增加对用于制造机械的工业金属的需求。这推动了市值500亿美元的金属矿商自由港麦克莫兰(FCX)的股价上涨。该公司目前的市值比2021年初高出四分之一。但根据未来3年盈利的预期复合年增长率，该股的PEG比率仍约为0.3。相比之下，标普500股票的平均PEG比率为1.3。自由港麦克莫兰公司的股价可能会有很大的发展空间。</blockquote></p><p> Auto makers and other manufacturers need steel to build more products and machines when demand firms up. That’s good news for steelmaker Nucor (NUE), which has seen its currently $20 billion market cap rise by about a third this year. It trades at a 0.9 PEG ratio.</p><p><blockquote>当需求强劲时，汽车制造商和其他制造商需要钢铁来制造更多的产品和机器。这对钢铁制造商纽柯钢铁(NUE)来说是个好消息，该公司目前200亿美元的市值今年上涨了约三分之一。它的PEG比率为0.9。</blockquote></p><p> Shares of General Motors (GM) are up 45% but still trade at a PEG ratio around 1.3, in line with that of the broader market. The stock looks a little less attractive than the others on the list and earnings are only expected to compound in the high single digits over the next 3 years. Still, earnings in 2022 are expected to grow 19% over 2021, according to analysts polled by FactSet. The stock could therefore enjoy plenty of momentum in the near-term. People purchase more cars when they have more discretionary spending capacity.</p><p><blockquote>通用汽车(GM)股价上涨45%，但PEG比率仍在1.3左右，与大盘一致。该股看起来不如名单上的其他股票那么有吸引力，预计未来3年盈利仅会以高个位数复合。尽管如此，据FactSet调查的分析师称，2022年的盈利预计将比2021年增长19%。因此，该股在短期内可能会享有充足的动力。当人们有更多的可自由支配消费能力时，他们会购买更多的汽车。</blockquote></p><p> Hotel chain Marriott International (MAR) is up more than 20% this year. It trades at a PEG ratio of 0.4. As the virus risk associated with hotels fades, people may be more comfortable visiting them. Plus, people’s increased discretionary spend is a major tailwind for hotels.</p><p><blockquote>连锁酒店万豪国际(MAR)今年股价上涨超过20%。它的PEG比率为0.4。随着与酒店相关的病毒风险消退，人们可能会更愿意去酒店。此外，人们可自由支配支出的增加是酒店的一大推动力。</blockquote></p><p> Stocks are pricey by some measures, but that doesn’t mean there are no bargains to ride the sharp economic rebound.</p><p><blockquote>从某些指标来看，股票价格昂贵，但这并不意味着没有便宜货可以驾驭经济的大幅反弹。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/cyclical-stocks-have-been-on-a-tear-here-are-4-names-that-are-still-cheap-51616059802?mod=hp_DAY_Theme_2_2\">marketwatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯","SPY":"标普500ETF"},"source_url":"https://www.barrons.com/articles/cyclical-stocks-have-been-on-a-tear-here-are-4-names-that-are-still-cheap-51616059802?mod=hp_DAY_Theme_2_2","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1137663173","content_text":"Investors have rushed into so-called cyclical stocks as the economic outlook has gotten a shot in the arm and high-flying tech stocks take it on the chin. Even though many of those stocks, which perform better in times of economic expansion, now look a little expensive, a few still stand out as fairly cheap.\nStocks in economically-sensitive sectors such as banks, oil and industrials have performed more than handsomely this year as states announced reopenings and trillions of dollars of fiscal stimulus more than shored up demand. The SPDR S&P Bank (ticker: KBE), Industrial Select Sector SPDR (XLI) and Energy Select Sector SPDR (XLE) exchange-traded funds are all up double digits year to date, dwarfing the S&P 500’s roughly 6% gain and the Nasdaq Composite’s 3.3% advance.\nTons of cyclicals now look fairly overextended. Caterpillar (CAT), for example, is up 27% year to date. The average analyst price target is 6% below its current trading price. Fortunately, there are some out there trading at attractive valuations with earnings momentum on their side.\nStrategists at Citigroup compiled a list on Monday of stocks with tolerable valuations, a few of which are cyclical in nature. Citi looked at the PEG ratio, or price/earnings to growth, which divides the forward earnings multiple by the expected earnings growth rate. It tells how justified a stock’s valuation is by showing the gap between the multiple and earnings growth. The slimmer the gap, the cheaper the stock. Citi looked at large capitalization stocks—those with market caps above $10 billion--and looked for those with the 25 lowest PEG ratios.\nWhen economic demand rises robustly, so do manufacturing projects, increasing demand for industrial metals used to build machinery. That’s propelled shares of Freeport McMoRan (FCX), the $50 billion by market capitalization metal miner. The company is worth a quarter more now than it was at the beginning of 2021. But the stock still trades at a PEG ratio of about 0.3, based on an expected compound annual growth rate of earnings for the next 3 years. By comparison, the average stock on the S&P 500 trades at a PEG ratio of 1.3. Freeport McMoRan shares could have plenty of runway ahead.\nAuto makers and other manufacturers need steel to build more products and machines when demand firms up. That’s good news for steelmaker Nucor (NUE), which has seen its currently $20 billion market cap rise by about a third this year. It trades at a 0.9 PEG ratio.\nShares of General Motors (GM) are up 45% but still trade at a PEG ratio around 1.3, in line with that of the broader market. The stock looks a little less attractive than the others on the list and earnings are only expected to compound in the high single digits over the next 3 years. Still, earnings in 2022 are expected to grow 19% over 2021, according to analysts polled by FactSet. The stock could therefore enjoy plenty of momentum in the near-term. People purchase more cars when they have more discretionary spending capacity.\nHotel chain Marriott International (MAR) is up more than 20% this year. It trades at a PEG ratio of 0.4. As the virus risk associated with hotels fades, people may be more comfortable visiting them. Plus, people’s increased discretionary spend is a major tailwind for hotels.\nStocks are pricey by some measures, but that doesn’t mean there are no bargains to ride the sharp economic rebound.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,"SPY":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328234670,"gmtCreate":1615528576890,"gmtModify":1703490479069,"author":{"id":"3575616552570301","authorId":"3575616552570301","name":"KSHoSG","avatar":"https://static.tigerbbs.com/f9e9c60ddd65dd7dca218423e8951ee3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575616552570301","idStr":"3575616552570301"},"themes":[],"htmlText":"[开心]&nbsp;","listText":"[开心]&nbsp;","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/328234670","repostId":"2118359959","repostType":4,"isVote":1,"tweetType":1,"viewCount":957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321826372,"gmtCreate":1615423307296,"gmtModify":1703488814127,"author":{"id":"3575616552570301","authorId":"3575616552570301","name":"KSHoSG","avatar":"https://static.tigerbbs.com/f9e9c60ddd65dd7dca218423e8951ee3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575616552570301","idStr":"3575616552570301"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/321826372","repostId":"1176251994","repostType":4,"isVote":1,"tweetType":1,"viewCount":1340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323202104,"gmtCreate":1615341959408,"gmtModify":1703487605552,"author":{"id":"3575616552570301","authorId":"3575616552570301","name":"KSHoSG","avatar":"https://static.tigerbbs.com/f9e9c60ddd65dd7dca218423e8951ee3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575616552570301","idStr":"3575616552570301"},"themes":[],"htmlText":"This raises great concern for cyber security.","listText":"This raises great concern for cyber security.","text":"This raises great concern for cyber security.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323202104","repostId":"1167989655","repostType":4,"isVote":1,"tweetType":1,"viewCount":803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}