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PoptartBob

PoptartBob

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2021-06-08

f//@AhOng:Read

美国银行：1928年以来美股的一些投资规律

2021-06-21

good buy

@AhOng:$铿腾电子(CDNS)$showing strength

2021-09-23

yes agreed

@期权小班长:选对股票，稳赚就完成了90%✅

2021-09-18

great insight

@话题虎:【故事会】房住不炒喊几年了，你们这些地产商听了么？

2021-09-13

good buy

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2021-12-05

great one

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2021-12-03

great one

5 Stocks To Watch For December 3, 2021<blockquote>2021 年 12 月 3 日值得关注的 5 只股票</blockquote>

2021-11-18

great one

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2021-12-16

great 1

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2021-12-15

great 1

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1","listText":"great 1","text":"great 1","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/607746444","repostId":"2191994940","repostType":4,"isVote":1,"tweetType":1,"viewCount":3655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607896283,"gmtCreate":1639522362585,"gmtModify":1639522468914,"author":{"id":"3575758612828517","authorId":"3575758612828517","name":"PoptartBob","avatar":"https://static.tigerbbs.com/10ff2a5007f83b4e55eb5a9ab7cbfbd0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575758612828517","authorIdStr":"3575758612828517"},"themes":[],"title":"","htmlText":"great 1","listText":"great 1","text":"great 1","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/607896283","repostId":"2191784951","repostType":4,"isVote":1,"tweetType":1,"viewCount":2597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607019815,"gmtCreate":1639456029730,"gmtModify":1639456126724,"author":{"id":"3575758612828517","authorId":"3575758612828517","name":"PoptartBob","avatar":"https://static.tigerbbs.com/10ff2a5007f83b4e55eb5a9ab7cbfbd0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575758612828517","authorIdStr":"3575758612828517"},"themes":[],"title":"","htmlText":"great one","listText":"great one","text":"great one","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/607019815","repostId":"1120286910","repostType":4,"repost":{"id":"1120286910","kind":"news","pubTimestamp":1639453388,"share":"https://www.laohunote.com/m/news/1120286910?lang=zh_CN&edition=full","pubTime":"2021-12-14 11:43","market":"us","language":"en","title":"PayPal's Recent Price Decline Will Eventually Happen To Nearly All Overvalued Technology Stocks<blockquote>PayPal 最近的价格下跌最终将发生在几乎所有被高估的科技股上</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1120286910","media":"Seeking Alpha","summary":"Summary\n\nPayPal stock is down over -35% off this year's highs, and the stock still isn't cheap.\nI wa","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>PayPal stock is down over -35% off this year's highs, and the stock still isn't cheap.</li>  <li>I warned investors back in February of 2021 that PayPal was extremely overvalued and worth selling.</li>  <li>That warning could have been issued for dozens and dozens of overvalued technology stocks that still have over -50% downside from here within the next 3 years.</li>  <li>PayPal remains a great company that I would like to own, so I analyze the stock in order to establish I price at which I'd be willing to buy it.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/847095b0be294275f55f7e8f700d56b4\" tg-width=\"1536\" tg-height=\"1229\" width=\"100%\" height=\"auto\"><span>BsWei/iStock via Getty Images</span></p><p><blockquote><ul><li>PayPal股价较今年高点下跌了-35%以上，而且该股仍然不便宜。</li><li>我早在 2021 年 2 月就警告投资者，PayPal被严重高估，值得出售。</li><li>这一警告可能是针对数十只被高估的科技股发出的，这些股票在未来 3 年内仍有超过 -50% 的下跌空间。</li><li>PayPal仍然是一家我想拥有的伟大公司，所以我分析了这只股票，以确定我愿意购买它的价格。</li></ul><p class=\"t-img-caption\"><span>BsWei/iStock 来自盖蒂图片社</span></p></blockquote></p><p> <b>Introduction</b></p><p><blockquote><b>介绍</b></blockquote></p><p> Back on February 6th, 2021, I made a video where I shared with investors why PayPal (PYPL) stock was overvalued enough to sell. I shared that video on my Seeking Alpha bloghere. Since that time, PayPal has performed poorly both on an absolute basis and relative to the S&amp;P 500 (SPY).</p><p><blockquote>早在 2021 年 2 月 6 日，我制作了一个视频，与投资者分享了为什么PayPal (PYPL) 股票被高估到足以出售。我在我的寻求阿尔法博客上分享了那个视频。从那时起，PayPal无论从绝对角度还是相对于标普500（SPDR标普500指数ETF）来说都表现不佳。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8252b7218af36cce8b5a591f56abaecd\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> The stock price is down about -30% since I warned investors and down about -38% off its high price of the year.</p><p><blockquote>自从我警告投资者以来，股价已下跌约 -30%，较今年最高价下跌约 -38%。</blockquote></p><p> The truth is that I could have issued the same warning about many other technology stocks that had become overvalued, but PayPal was one that I actually wanted to buy if the price ever fell to a reasonable level. It was a case where there was absolutely nothing wrong with the company. There was no bad story to tell. The price had simply gotten insanely overvalued. It didn't matter how good the story around PayPal was back in February. Numbers almost always trump narrative over the long-term. And the numbers back then didn't make sense.</p><p><blockquote>事实是，我本可以对许多其他被高估的科技股发出同样的警告，但如果价格跌至合理水平，我实际上想买入PayPal。这是一个公司绝对没有任何问题的案例。没有什么不好的故事可以讲。价格已经被疯狂高估了。二月份围绕PayPal的故事有多好并不重要。从长远来看，数字几乎总是胜过叙述。当时的数字毫无意义。</blockquote></p><p> This should be an important lesson for medium and long-term investors. If the numbers don't work, it doesn't matter what the story is.</p><p><blockquote>这对于中长期投资者来说，应该是一个重要的教训。如果数字不起作用，故事是什么并不重要。</blockquote></p><p> The difficultly for a stock writer like myself is that investors<i>love</i>narratives and stories. It's not our fault. Our human brains are hardwired that way. Since I shared my bearish February PayPal video, out of 62 articles on Seeking Alpha covering PayPal, there hasn't been a single \"Bearish\" article written. The primary reason for that is because PayPal's narrative was so appealing that valuation numbers were either ignored, or the assumptions around the numbers were not realistic.</p><p><blockquote>对于像我这样的股票作家来说，困难在于投资者<i>爱</i>叙事和故事。这不是我们的错。我们人类的大脑是这样硬连线的。自从我分享了我的2月份PayPal看跌视频以来，在Seeking Alpha报道PayPal的62篇文章中，还没有一篇“看跌”的文章被写出来。主要原因是 PayPal 的说法如此吸引人，以至于估值数字要么被忽视，要么围绕这些数字的假设不切实际。</blockquote></p><p> In this article, I'm going to share my current PayPal valuation based on earnings and earnings growth projections. I'll also share what I consider to be a fair value range for PayPal stock, and the price I would be looking to buy with a margin of safety. This is the same basic process I used to determine that PayPal stock was overvalued back in February of 2021.</p><p><blockquote>在本文中，我将分享我当前基于盈利和盈利增长预测的PayPal估值。我还将分享我认为PayPal股票的公允价值范围，以及我希望在安全边际下购买的价格。这与我在 2021 年 2 月确定PayPal股票被高估的基本过程相同。</blockquote></p><p> <b>Full-Cycle Earnings Analysis</b></p><p><blockquote><b>全周期盈利分析</b></blockquote></p><p> As part of the analysis, I calculate what I consider to be the two main drivers of future total returns: Market sentiment returns and business returns. I then combine those expected returns together in the form of a 10-year CAGR expectation and use that to value the stock.</p><p><blockquote>作为分析的一部分，我计算了我认为未来总回报的两个主要驱动因素：市场情绪回报和业务回报。然后，我将这些预期回报以 10 年 CAGR 预期的形式组合在一起，并用它来估值股票。</blockquote></p><p> Before I begin this analysis, I always check the business's long-term earnings patterns in order to ensure that the business is a proper fit for this sort of analysis. If the historical earnings 1) don't have a long enough history 2) are erratic in nature, or 3) are too cyclical, then I either avoid analyzing the stock altogether or I use a different type of analysis that is more appropriate.</p><p><blockquote>在我开始这种分析之前，我总是检查企业的长期盈利模式，以确保企业适合这种分析。如果历史收益 1) 没有足够长的历史 2) 本质上不稳定，或者 3) 周期性太强，那么我要么完全避免分析股票，要么使用更合适的不同类型的分析。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/70078307e65a5a1d0e37f9e70b726b77\" tg-width=\"640\" tg-height=\"490\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> We can see that since 2015 PayPal's earnings per share have increased every single year. This is a clear secular growth pattern and it makes the stock very attractive as a long-term investment. Since 2015 there haven't been any negative earnings growth years so the stock is likely a good fit for the type of earnings analysis I'm going to perform. One important question to ask, though, is that while we did have a brief recession in 2020, it was a very unusual one. It's possible that PayPal's business could be more economically sensitive during a longer, more drawn-out recession. So, that is a risk. However, when I examined how eBay (EBAY) performed in the 2008/9 recession, its earnings growth was basically flat, and never went negative. If I had to make a guess, I think PayPal's earnings growth rate would probably decline during a \"normal\" recession, but still wouldn't be especially cyclical. For those reasons, I'm going to go ahead with my Full-Cycle Earnings Analysis even though we don't have hard historical data from \"normal\" recession for PayPal.</p><p><blockquote>我们可以看到，自2015年以来，PayPal的每股收益每年都在增长。这是一个明确的长期增长模式，这使得该股作为长期投资非常有吸引力。自 2015 年以来，还没有出现过任何盈利负增长的年份，因此该股可能非常适合我要进行的盈利分析类型。不过，要问的一个重要问题是，虽然我们在2020年确实经历了短暂的衰退，但这是一次非常不寻常的衰退。在更长时间、更持久的衰退期间，PayPal 的业务可能会对经济更加敏感。所以，这是一个风险。然而，当我考察易贝（eBay）在2008/9年经济衰退中的表现时，其盈利增长基本持平，从未出现负增长。如果让我猜测的话，我认为PayPal的盈利增长率可能会在“正常”衰退期间下降，但仍然不会特别具有周期性。出于这些原因，我将继续进行我的全周期盈利分析，即使我们没有PayPal“正常”衰退的确切历史数据。</blockquote></p><p> <b>Market Sentiment Return Expectations</b></p><p><blockquote><b>市场情绪回报预期</b></blockquote></p><p></p><p> In order to estimate what sort of returns we might expect over the next 10 years, let's begin by examining what return we could expect 10 years from now if the P/E multiple were to revert to its mean from the previous economic cycle. Since we have had a recent recession (albeit an unusual one) I'm starting this cycle in fiscal year 2015 and running it through 2021's estimates.</p><p><blockquote>为了估算未来10年我们可能预期的回报，让我们首先研究一下，如果市盈率恢复到上一个经济周期的平均值，10年后我们可能预期的回报。由于我们最近经历了一场衰退（尽管是一次不寻常的衰退），我将在2015财年开始这个周期，并在2021年的预测中运行。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e36d2c3455962a02d96b8c88c32eadce\" tg-width=\"640\" tg-height=\"490\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> PayPal's average P/E from 2015 to the present has been a healthy 34.11 (the blue bar circled in gold on the FAST Graph). Using 2021's forward earnings estimates of $4.60 (also circled in gold), PayPal has a current P/E of 40.73. If that 40.73 P/E were to revert to the average P/E of 34.11 over the course of the next 10 years and everything else was held the same, PayPal's price would fall and it would produce a 10-Year CAGR of<b>-1.75%</b>. That's the annual return we can expect from sentiment mean reversion if it takes ten years to revert. If it takes less time to revert, the price could fall faster.</p><p><blockquote>从2015年到现在，PayPal的平均市盈率一直是健康的34.11（快速图上用金色圈出的蓝色条）。使用 2021 年的预期盈利 4.60 美元（也用金色圈出），PayPal目前的市盈率为 40.73。如果40.73市盈率在未来10年内恢复到34.11的平均市盈率，而其他条件保持不变，PayPal的价格将会下降，10年CAGR将为<b>-1.75%</b>如果情绪均值回归需要十年时间，这就是我们可以从情绪均值回归中预期的年回报。如果恢复时间短，价格可能会下跌得更快。</blockquote></p><p> <b>Business Earnings Expectations</b></p><p><blockquote><b>业务盈利预期</b></blockquote></p><p> We previously examined what would happen if market sentiment reverted to the mean. This is entirely determined by the mood of the market and is quite often disconnected, or only loosely connected, to the performance of the actual business. In this section, we will examine the actual earnings of the business. The goal here is simple: We want to know how much money we would earn (expressed in the form of a CAGR %) over the course of 10 years if we bought the business at today's prices and kept all of the earnings for ourselves.</p><p><blockquote>我们之前研究了如果市场情绪回归均值会发生什么。这完全由市场情绪决定，并且经常与实际业务的表现脱节，或者只是松散的联系。在本节中，我们将考察企业的实际收入。这里的目标很简单：我们想知道，如果我们以今天的价格收购业务并将所有收入留给自己，我们在10年内会赚多少钱（以CAGR%的形式表示）。</blockquote></p><p> There are two main components of this: the first is the earnings yield and the second is the rate at which the earnings can be expected to grow. Let's start with the earnings yield (which is an inverted P/E ratio, so, the Earnings/Price ratio). The current earnings yield is about +2.46%. The way I like to think about this is, if I bought the company's whole business right now for $100, I would earn $2.46 per year on my investment if earnings remained the same for the next 10 years.</p><p><blockquote>这有两个主要组成部分：第一个是收益收益率，第二个是预期收益增长率。让我们从市盈率（这是一个倒置的市盈率，因此，市盈率/市盈率）开始。目前的市盈率约为+2.46%。我喜欢这样想，如果我现在以100美元收购该公司的整个业务，如果未来10年收益保持不变，我每年将从投资中获得2.46美元。</blockquote></p><p> The next step is to estimate the company's earnings growth during this time period. I do that by figuring out at what rate earnings grew during the last cycle and applying that rate to the next 10 years. This involves calculating the EPS growth rate since 2015, taking into account each year's EPS growth or decline, and then backing out any share buybacks that occurred over that time period (because reducing shares will increase the EPS due to fewer shares).</p><p><blockquote>下一步是估算公司在此期间的盈利增长。我通过计算上一个周期的收益增长率，并将该增长率应用于未来 10 年来做到这一点。这包括计算2015年以来的每股收益增长率，考虑每年的每股收益增长或下降，然后退出该时间段内发生的任何股票回购（因为减少股票会增加每股收益，因为股票减少）。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f31b7d8ed5f59c82c2531cc686324d1a\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Due to the scale of the graph, the buybacks look much bigger than they actually are, and there isn't much to adjust here. Additionally, since PayPal has grown earnings every year there are no earnings growth declines to adjust for either. This makes estimating PayPal's earnings growth a relatively straightforward affair, and I estimate PayPal's earnings growth at about +23.65%.</p><p><blockquote>由于图表的比例，回购看起来比实际大得多，这里没有太多需要调整的地方。此外，由于PayPal的盈利每年都在增长，因此两者都不需要盈利增长下降来调整。这使得估计 PayPal 的盈利增长变得相对简单，我估计 PayPal 的盈利增长约为 +23.65%。</blockquote></p><p> Now, this is the point where my conservatism when it comes to asking myself \"What is a reasonable expectation, for valuation purposes, going forward 10 years?\" It is very, very difficult for businesses to grow earnings over 20% per year for a full decade (particularly if they have already been doing that the previous decade). For that reason, I cap all of my long-term forward earnings growth estimates when using them for valuation purposes at 20%. This is simply a way to help keep me from overpaying for a stock when their P/E multiple is likely to contract over time. So, for this valuation exercise, I am limiting my earnings growth assumption to 20%.</p><p><blockquote>现在，这就是我的保守主义在问自己“出于估值目的，未来 10 年的合理预期是多少？”对于企业来说，在整整十年内每年增长超过20%的收益是非常非常困难的（特别是如果他们在过去十年中已经这样做了）。因此，我在将所有长期远期盈利增长预测用于估值时，将其上限设定为 20%。当股票的市盈率可能会随着时间的推移而收缩时，这只是一种帮助我避免为股票支付过高的费用的方法。因此，对于这次估值练习，我将盈利增长假设限制在 20%。</blockquote></p><p> Next, I'll apply that growth rate to current earnings, looking forward 10 years in order to get a final 10-year CAGR estimate. The way I think about this is, if I bought PayPal's whole business for $100, it would pay me back $2.46 plus +20.00% growth the first year, and that amount would grow at +20.00% per year for 10 years after that. I want to know how much money I would have in total at the end of 10 years on my $100 investment, which I calculate to be about $176.50 (including the original $100). When I plug that growth into a CAGR calculator, that translates to a<b>+5.85%</b>10-year CAGR estimate for the expected business earnings returns.</p><p><blockquote>接下来，我将把这个增长率应用于当前的收益，展望10年，以获得最终的10年CAGR估计。我的想法是，如果我花100美元收购PayPal的整个业务，它将在第一年偿还我2.46美元，外加+20.00%的增长率，此后10年，这笔金额将以+20.00%的速度每年增长。我想知道10年后我的100美元投资总共有多少钱，我计算大约是176.50美元（包括最初的100美元）。当我把增长率输入复合年增长率计算器时，就会转化为<b>+5.85%</b>预期业务收益回报的 10 年复合年增长率估计。</blockquote></p><p> <b>10-Year, Full-Cycle CAGR Estimate</b></p><p><blockquote><b>10 年全周期复合年增长率估计</b></blockquote></p><p></p><p> Potential future returns can come from two main places: market sentiment returns or business earnings returns. If we assume that market sentiment reverts to the mean from the last cycle over the next 10 years for PayPal, it will produce a -1.75% CAGR. If the earnings yield and growth are similar to the last cycle, the company should produce somewhere around a +5.85% 10-year CAGR. If we put the two together, we get an expected 10-year, full-cycle CAGR of<b>+4.10%</b>at today's price.</p><p><blockquote>潜在的未来回报可以来自两个主要来源：市场情绪回报或企业盈利回报。如果我们假设市场情绪在未来 10 年内恢复到上一个周期的平均值，那么PayPal的复合年增长率将达到 -1.75%。如果盈利收益率和增长与上一个周期相似，该公司的 10 年复合年增长率应该在 +5.85% 左右。如果我们把两者放在一起，我们得到的预期10年全周期CAGR为<b>+4.10%</b>以今天的价格。</blockquote></p><p> My Buy/Sell/Hold range for this category of stocks is: above a 12% CAGR is a Buy, below a 4% expected CAGR is a Sell, and in between 4% and 12% is a Hold. This puts PayPal stock just barely into the \"Hold\" category at today's price level.</p><p><blockquote>我对这类股票的买入/卖出/持有范围是：高于12%的CAGR是买入，低于4%的预期CAGR是卖出，4%到12%之间是持有。这使得PayPal股票在今天的价格水平上勉强进入“持有”类别。</blockquote></p><p> <b>Additional Considerations</b></p><p><blockquote><b>其他注意事项</b></blockquote></p><p> I consider PayPal one of the highest quality growth stocks in the market right now, which is why I've been monitoring its valuation relatively closely. In this section I'm going to share my fair value range for PayPal along with the price I would be willing to buy the stock with a margin of safety based on earnings, and also the price I would consider buying using a more aggressive and less conservative valuation approach. So, I'm going to look at PayPal's valuation from a variety of different perspectives to give us a clearer view of what might be an appropriate price to pay for the stock.</p><p><blockquote>我认为PayPal是目前市场上质量最高的成长型股票之一，这就是为什么我一直相对密切地关注其估值。在本节中，我将分享我对PayPal的公允价值范围，以及我愿意根据收益购买具有安全边际的股票的价格，以及我考虑使用更激进和不太保守的估值方法购买的价格。因此，我将从各种不同的角度来看待 PayPal 的估值，以便我们更清楚地了解购买该股票的合适价格。</blockquote></p><p> First, I'll start with my buy price and fair value range using the same assumptions and inputs I used in this article. If we use all of those same inputs my current fair value range for PayPal is about $126.50 to $164.00 per share. My current buy price that includes a margin of safety is $112.10. Investors who buy below that price have very good odds of great returns over the medium-term with the stock.</p><p><blockquote>首先，我将使用我在本文中使用的相同假设和输入，从我的购买价格和公允价值范围开始。如果我们使用所有这些相同的输入，我目前对PayPal的公允价值范围约为每股 126.50 美元至 164.00 美元。我目前的购买价格（包括安全边际）是 112.10 美元。低于该价格购买的投资者很有可能在中期内获得股票的丰厚回报。</blockquote></p><p> Once we get into the new year and 2022, I'll start pulling forward PayPal's 2022 earnings for my estimates. Right now, analysts expect $5.25 per share from earnings in 2022. That will improve PayPal's valuation a lot if the rest of their metrics remain the same, and it would raise their fair value range up to $145.00 to $187.50 dollars per share with a margin of safety buy price at $128.00 per share. This, of course, assumes analysts keep their estimates for 2022 in place and don't lower them over the next couple of months. It also means, based on future earnings, that in a month or two if PayPal keeps trading near its current price, it is already in the top end of a \"fair value\" price range. This might be a further reason for current owners to keep holding.</p><p><blockquote>一旦我们进入新的一年和 2022 年，我将开始提前预测 PayPal 2022 年的收益。目前，分析师预计 2022 年每股收益为 5.25 美元。如果 PayPal 的其他指标保持不变，这将大大提高 PayPal 的估值，并将其公允价值范围提高到每股 145.00 美元至 187.50 美元，安全边际买入价为每股 128.00 美元。当然，这是假设分析师保持对 2022 年的预期不变，并且在未来几个月内不会降低预期。这还意味着，根据未来的收益，如果PayPal在一两个月内继续在当前价格附近交易价格，它就已经处于“公允价值”价格范围的上端。这可能是当前所有者继续持有的另一个原因。</blockquote></p><p> The Full-Cycle Earnings analysis I used in this article is not the only type of analysis I use. For certain rare businesses with fast profit growth dynamics, I recently developed a new analysis to help identify fast-growing businesses that might never become cheap enough to buy based on earnings alone. The methods of this analysis are exclusive to my private service, The Cyclical Investor's Club, but since PayPal's profit growth is very strong, it actually qualifies for this type of analysis, too, and I thought I would at least share the sort of \"buy price\" that analysis produces because it's a little more aggressive than the earnings-based analysis.</p><p><blockquote>我在本文中使用的全周期收益分析并不是我使用的唯一类型的分析。对于某些具有快速利润增长势头的罕见企业，我最近开发了一种新的分析，以帮助识别快速增长的企业，这些企业可能永远不会变得便宜到仅仅根据收益来收购。这种分析方法是我的私人服务周期投资者俱乐部独有的，但由于 PayPal 的利润增长非常强劲，它实际上也有资格进行这种类型的分析，我想我至少会分享那种“买入价格”分析产生的，因为它比基于收益的分析更激进一些。</blockquote></p><p> When I examine PayPal using the profit growth analysis, it produces a buy price of $144.90. I find that interesting because if profits keep growing this quarter that price is likely to rise a little bit and put it pretty close to the middle of fair value using next year's earnings using my earnings-based method. This assumes that PayPal's metrics don't deteriorate between now and then, and there would be some technical requirements PayPal would have to meet as well, but I think the odds are good that by February of 2022 I could be a buyer of PayPal stock, approximately one year after I warned investors about its high valuation. It's going to be very interesting to see how it turns out.</p><p><blockquote>当我使用利润增长分析法检查PayPal时，它产生的买入价为 144.90 美元。我觉得这很有趣，因为如果本季度利润继续增长，价格可能会上涨一点，并使用我基于收益的方法，使用明年的收益，使其非常接近公允价值的中间位置。这是假设 PayPal 的指标从现在到那时不会恶化，并且PayPal也必须满足一些技术要求，但我认为到 2022 年 2 月，我很有可能成为PayPal股票的买家，大约一年后我就其高估值向投资者发出警告。看看结果会很有趣。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> I think PayPal's 2021 decline is an interesting and useful case study that goes beyond PayPal itself. The sort of decline we've seen in PayPal's stock price this year was entirely predictable and there are many other richly valued technology stocks that will experience a similar decline, likely in 2022 for most of them. For investors who are overweight these types of stocks, now is probably a time to consider diversifying in order to help keep the gains they have experienced the past couple of years. While there will be some overvalued stocks that simply stagnate for several years and go nowhere, and a rare few that manage to keep rising, the vast majority will experience declines like PayPal has experienced.</p><p><blockquote>我认为PayPal 2021年的下滑是一个有趣且有用的案例研究，超越了PayPal本身。我们今年看到的 PayPal 股价下跌是完全可以预见的，还有许多其他高估值科技股也会经历类似的下跌，其中大多数可能会在 2022 年下跌。对于跑赢大盘这类股票的投资者来说，现在可能是考虑多元化投资的时候了，以帮助保持过去几年的收益。虽然会有一些被高估的股票简单地停滞几年而一事无成，也有少数股票设法保持上涨，但绝大多数股票将经历像PayPal所经历的那样的下跌。</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>PayPal's Recent Price Decline Will Eventually Happen To Nearly All Overvalued Technology Stocks<blockquote>PayPal 最近的价格下跌最终将发生在几乎所有被高估的科技股上</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; 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}\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\">\nPayPal's Recent Price Decline Will Eventually Happen To Nearly All Overvalued Technology Stocks<blockquote>PayPal 最近的价格下跌最终将发生在几乎所有被高估的科技股上</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\">2021-12-14 11:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>PayPal stock is down over -35% off this year's highs, and the stock still isn't cheap.</li>  <li>I warned investors back in February of 2021 that PayPal was extremely overvalued and worth selling.</li>  <li>That warning could have been issued for dozens and dozens of overvalued technology stocks that still have over -50% downside from here within the next 3 years.</li>  <li>PayPal remains a great company that I would like to own, so I analyze the stock in order to establish I price at which I'd be willing to buy it.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/847095b0be294275f55f7e8f700d56b4\" tg-width=\"1536\" tg-height=\"1229\" width=\"100%\" height=\"auto\"><span>BsWei/iStock via Getty Images</span></p><p><blockquote><ul><li>PayPal股价较今年高点下跌了-35%以上，而且该股仍然不便宜。</li><li>我早在 2021 年 2 月就警告投资者，PayPal被严重高估，值得出售。</li><li>这一警告可能是针对数十只被高估的科技股发出的，这些股票在未来 3 年内仍有超过 -50% 的下跌空间。</li><li>PayPal仍然是一家我想拥有的伟大公司，所以我分析了这只股票，以确定我愿意购买它的价格。</li></ul><p class=\"t-img-caption\"><span>BsWei/iStock 来自盖蒂图片社</span></p></blockquote></p><p> <b>Introduction</b></p><p><blockquote><b>介绍</b></blockquote></p><p> Back on February 6th, 2021, I made a video where I shared with investors why PayPal (PYPL) stock was overvalued enough to sell. I shared that video on my Seeking Alpha bloghere. Since that time, PayPal has performed poorly both on an absolute basis and relative to the S&amp;P 500 (SPY).</p><p><blockquote>早在 2021 年 2 月 6 日，我制作了一个视频，与投资者分享了为什么PayPal (PYPL) 股票被高估到足以出售。我在我的寻求阿尔法博客上分享了那个视频。从那时起，PayPal无论从绝对角度还是相对于标普500（SPDR标普500指数ETF）来说都表现不佳。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8252b7218af36cce8b5a591f56abaecd\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> The stock price is down about -30% since I warned investors and down about -38% off its high price of the year.</p><p><blockquote>自从我警告投资者以来，股价已下跌约 -30%，较今年最高价下跌约 -38%。</blockquote></p><p> The truth is that I could have issued the same warning about many other technology stocks that had become overvalued, but PayPal was one that I actually wanted to buy if the price ever fell to a reasonable level. It was a case where there was absolutely nothing wrong with the company. There was no bad story to tell. The price had simply gotten insanely overvalued. It didn't matter how good the story around PayPal was back in February. Numbers almost always trump narrative over the long-term. And the numbers back then didn't make sense.</p><p><blockquote>事实是，我本可以对许多其他被高估的科技股发出同样的警告，但如果价格跌至合理水平，我实际上想买入PayPal。这是一个公司绝对没有任何问题的案例。没有什么不好的故事可以讲。价格已经被疯狂高估了。二月份围绕PayPal的故事有多好并不重要。从长远来看，数字几乎总是胜过叙述。当时的数字毫无意义。</blockquote></p><p> This should be an important lesson for medium and long-term investors. If the numbers don't work, it doesn't matter what the story is.</p><p><blockquote>这对于中长期投资者来说，应该是一个重要的教训。如果数字不起作用，故事是什么并不重要。</blockquote></p><p> The difficultly for a stock writer like myself is that investors<i>love</i>narratives and stories. It's not our fault. Our human brains are hardwired that way. Since I shared my bearish February PayPal video, out of 62 articles on Seeking Alpha covering PayPal, there hasn't been a single \"Bearish\" article written. The primary reason for that is because PayPal's narrative was so appealing that valuation numbers were either ignored, or the assumptions around the numbers were not realistic.</p><p><blockquote>对于像我这样的股票作家来说，困难在于投资者<i>爱</i>叙事和故事。这不是我们的错。我们人类的大脑是这样硬连线的。自从我分享了我的2月份PayPal看跌视频以来，在Seeking Alpha报道PayPal的62篇文章中，还没有一篇“看跌”的文章被写出来。主要原因是 PayPal 的说法如此吸引人，以至于估值数字要么被忽视，要么围绕这些数字的假设不切实际。</blockquote></p><p> In this article, I'm going to share my current PayPal valuation based on earnings and earnings growth projections. I'll also share what I consider to be a fair value range for PayPal stock, and the price I would be looking to buy with a margin of safety. This is the same basic process I used to determine that PayPal stock was overvalued back in February of 2021.</p><p><blockquote>在本文中，我将分享我当前基于盈利和盈利增长预测的PayPal估值。我还将分享我认为PayPal股票的公允价值范围，以及我希望在安全边际下购买的价格。这与我在 2021 年 2 月确定PayPal股票被高估的基本过程相同。</blockquote></p><p> <b>Full-Cycle Earnings Analysis</b></p><p><blockquote><b>全周期盈利分析</b></blockquote></p><p> As part of the analysis, I calculate what I consider to be the two main drivers of future total returns: Market sentiment returns and business returns. I then combine those expected returns together in the form of a 10-year CAGR expectation and use that to value the stock.</p><p><blockquote>作为分析的一部分，我计算了我认为未来总回报的两个主要驱动因素：市场情绪回报和业务回报。然后，我将这些预期回报以 10 年 CAGR 预期的形式组合在一起，并用它来估值股票。</blockquote></p><p> Before I begin this analysis, I always check the business's long-term earnings patterns in order to ensure that the business is a proper fit for this sort of analysis. If the historical earnings 1) don't have a long enough history 2) are erratic in nature, or 3) are too cyclical, then I either avoid analyzing the stock altogether or I use a different type of analysis that is more appropriate.</p><p><blockquote>在我开始这种分析之前，我总是检查企业的长期盈利模式，以确保企业适合这种分析。如果历史收益 1) 没有足够长的历史 2) 本质上不稳定，或者 3) 周期性太强，那么我要么完全避免分析股票，要么使用更合适的不同类型的分析。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/70078307e65a5a1d0e37f9e70b726b77\" tg-width=\"640\" tg-height=\"490\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> We can see that since 2015 PayPal's earnings per share have increased every single year. This is a clear secular growth pattern and it makes the stock very attractive as a long-term investment. Since 2015 there haven't been any negative earnings growth years so the stock is likely a good fit for the type of earnings analysis I'm going to perform. One important question to ask, though, is that while we did have a brief recession in 2020, it was a very unusual one. It's possible that PayPal's business could be more economically sensitive during a longer, more drawn-out recession. So, that is a risk. However, when I examined how eBay (EBAY) performed in the 2008/9 recession, its earnings growth was basically flat, and never went negative. If I had to make a guess, I think PayPal's earnings growth rate would probably decline during a \"normal\" recession, but still wouldn't be especially cyclical. For those reasons, I'm going to go ahead with my Full-Cycle Earnings Analysis even though we don't have hard historical data from \"normal\" recession for PayPal.</p><p><blockquote>我们可以看到，自2015年以来，PayPal的每股收益每年都在增长。这是一个明确的长期增长模式，这使得该股作为长期投资非常有吸引力。自 2015 年以来，还没有出现过任何盈利负增长的年份，因此该股可能非常适合我要进行的盈利分析类型。不过，要问的一个重要问题是，虽然我们在2020年确实经历了短暂的衰退，但这是一次非常不寻常的衰退。在更长时间、更持久的衰退期间，PayPal 的业务可能会对经济更加敏感。所以，这是一个风险。然而，当我考察易贝（eBay）在2008/9年经济衰退中的表现时，其盈利增长基本持平，从未出现负增长。如果让我猜测的话，我认为PayPal的盈利增长率可能会在“正常”衰退期间下降，但仍然不会特别具有周期性。出于这些原因，我将继续进行我的全周期盈利分析，即使我们没有PayPal“正常”衰退的确切历史数据。</blockquote></p><p> <b>Market Sentiment Return Expectations</b></p><p><blockquote><b>市场情绪回报预期</b></blockquote></p><p></p><p> In order to estimate what sort of returns we might expect over the next 10 years, let's begin by examining what return we could expect 10 years from now if the P/E multiple were to revert to its mean from the previous economic cycle. Since we have had a recent recession (albeit an unusual one) I'm starting this cycle in fiscal year 2015 and running it through 2021's estimates.</p><p><blockquote>为了估算未来10年我们可能预期的回报，让我们首先研究一下，如果市盈率恢复到上一个经济周期的平均值，10年后我们可能预期的回报。由于我们最近经历了一场衰退（尽管是一次不寻常的衰退），我将在2015财年开始这个周期，并在2021年的预测中运行。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e36d2c3455962a02d96b8c88c32eadce\" tg-width=\"640\" tg-height=\"490\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> PayPal's average P/E from 2015 to the present has been a healthy 34.11 (the blue bar circled in gold on the FAST Graph). Using 2021's forward earnings estimates of $4.60 (also circled in gold), PayPal has a current P/E of 40.73. If that 40.73 P/E were to revert to the average P/E of 34.11 over the course of the next 10 years and everything else was held the same, PayPal's price would fall and it would produce a 10-Year CAGR of<b>-1.75%</b>. That's the annual return we can expect from sentiment mean reversion if it takes ten years to revert. If it takes less time to revert, the price could fall faster.</p><p><blockquote>从2015年到现在，PayPal的平均市盈率一直是健康的34.11（快速图上用金色圈出的蓝色条）。使用 2021 年的预期盈利 4.60 美元（也用金色圈出），PayPal目前的市盈率为 40.73。如果40.73市盈率在未来10年内恢复到34.11的平均市盈率，而其他条件保持不变，PayPal的价格将会下降，10年CAGR将为<b>-1.75%</b>如果情绪均值回归需要十年时间，这就是我们可以从情绪均值回归中预期的年回报。如果恢复时间短，价格可能会下跌得更快。</blockquote></p><p> <b>Business Earnings Expectations</b></p><p><blockquote><b>业务盈利预期</b></blockquote></p><p> We previously examined what would happen if market sentiment reverted to the mean. This is entirely determined by the mood of the market and is quite often disconnected, or only loosely connected, to the performance of the actual business. In this section, we will examine the actual earnings of the business. The goal here is simple: We want to know how much money we would earn (expressed in the form of a CAGR %) over the course of 10 years if we bought the business at today's prices and kept all of the earnings for ourselves.</p><p><blockquote>我们之前研究了如果市场情绪回归均值会发生什么。这完全由市场情绪决定，并且经常与实际业务的表现脱节，或者只是松散的联系。在本节中，我们将考察企业的实际收入。这里的目标很简单：我们想知道，如果我们以今天的价格收购业务并将所有收入留给自己，我们在10年内会赚多少钱（以CAGR%的形式表示）。</blockquote></p><p> There are two main components of this: the first is the earnings yield and the second is the rate at which the earnings can be expected to grow. Let's start with the earnings yield (which is an inverted P/E ratio, so, the Earnings/Price ratio). The current earnings yield is about +2.46%. The way I like to think about this is, if I bought the company's whole business right now for $100, I would earn $2.46 per year on my investment if earnings remained the same for the next 10 years.</p><p><blockquote>这有两个主要组成部分：第一个是收益收益率，第二个是预期收益增长率。让我们从市盈率（这是一个倒置的市盈率，因此，市盈率/市盈率）开始。目前的市盈率约为+2.46%。我喜欢这样想，如果我现在以100美元收购该公司的整个业务，如果未来10年收益保持不变，我每年将从投资中获得2.46美元。</blockquote></p><p> The next step is to estimate the company's earnings growth during this time period. I do that by figuring out at what rate earnings grew during the last cycle and applying that rate to the next 10 years. This involves calculating the EPS growth rate since 2015, taking into account each year's EPS growth or decline, and then backing out any share buybacks that occurred over that time period (because reducing shares will increase the EPS due to fewer shares).</p><p><blockquote>下一步是估算公司在此期间的盈利增长。我通过计算上一个周期的收益增长率，并将该增长率应用于未来 10 年来做到这一点。这包括计算2015年以来的每股收益增长率，考虑每年的每股收益增长或下降，然后退出该时间段内发生的任何股票回购（因为减少股票会增加每股收益，因为股票减少）。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f31b7d8ed5f59c82c2531cc686324d1a\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Due to the scale of the graph, the buybacks look much bigger than they actually are, and there isn't much to adjust here. Additionally, since PayPal has grown earnings every year there are no earnings growth declines to adjust for either. This makes estimating PayPal's earnings growth a relatively straightforward affair, and I estimate PayPal's earnings growth at about +23.65%.</p><p><blockquote>由于图表的比例，回购看起来比实际大得多，这里没有太多需要调整的地方。此外，由于PayPal的盈利每年都在增长，因此两者都不需要盈利增长下降来调整。这使得估计 PayPal 的盈利增长变得相对简单，我估计 PayPal 的盈利增长约为 +23.65%。</blockquote></p><p> Now, this is the point where my conservatism when it comes to asking myself \"What is a reasonable expectation, for valuation purposes, going forward 10 years?\" It is very, very difficult for businesses to grow earnings over 20% per year for a full decade (particularly if they have already been doing that the previous decade). For that reason, I cap all of my long-term forward earnings growth estimates when using them for valuation purposes at 20%. This is simply a way to help keep me from overpaying for a stock when their P/E multiple is likely to contract over time. So, for this valuation exercise, I am limiting my earnings growth assumption to 20%.</p><p><blockquote>现在，这就是我的保守主义在问自己“出于估值目的，未来 10 年的合理预期是多少？”对于企业来说，在整整十年内每年增长超过20%的收益是非常非常困难的（特别是如果他们在过去十年中已经这样做了）。因此，我在将所有长期远期盈利增长预测用于估值时，将其上限设定为 20%。当股票的市盈率可能会随着时间的推移而收缩时，这只是一种帮助我避免为股票支付过高的费用的方法。因此，对于这次估值练习，我将盈利增长假设限制在 20%。</blockquote></p><p> Next, I'll apply that growth rate to current earnings, looking forward 10 years in order to get a final 10-year CAGR estimate. The way I think about this is, if I bought PayPal's whole business for $100, it would pay me back $2.46 plus +20.00% growth the first year, and that amount would grow at +20.00% per year for 10 years after that. I want to know how much money I would have in total at the end of 10 years on my $100 investment, which I calculate to be about $176.50 (including the original $100). When I plug that growth into a CAGR calculator, that translates to a<b>+5.85%</b>10-year CAGR estimate for the expected business earnings returns.</p><p><blockquote>接下来，我将把这个增长率应用于当前的收益，展望10年，以获得最终的10年CAGR估计。我的想法是，如果我花100美元收购PayPal的整个业务，它将在第一年偿还我2.46美元，外加+20.00%的增长率，此后10年，这笔金额将以+20.00%的速度每年增长。我想知道10年后我的100美元投资总共有多少钱，我计算大约是176.50美元（包括最初的100美元）。当我把增长率输入复合年增长率计算器时，就会转化为<b>+5.85%</b>预期业务收益回报的 10 年复合年增长率估计。</blockquote></p><p> <b>10-Year, Full-Cycle CAGR Estimate</b></p><p><blockquote><b>10 年全周期复合年增长率估计</b></blockquote></p><p></p><p> Potential future returns can come from two main places: market sentiment returns or business earnings returns. If we assume that market sentiment reverts to the mean from the last cycle over the next 10 years for PayPal, it will produce a -1.75% CAGR. If the earnings yield and growth are similar to the last cycle, the company should produce somewhere around a +5.85% 10-year CAGR. If we put the two together, we get an expected 10-year, full-cycle CAGR of<b>+4.10%</b>at today's price.</p><p><blockquote>潜在的未来回报可以来自两个主要来源：市场情绪回报或企业盈利回报。如果我们假设市场情绪在未来 10 年内恢复到上一个周期的平均值，那么PayPal的复合年增长率将达到 -1.75%。如果盈利收益率和增长与上一个周期相似，该公司的 10 年复合年增长率应该在 +5.85% 左右。如果我们把两者放在一起，我们得到的预期10年全周期CAGR为<b>+4.10%</b>以今天的价格。</blockquote></p><p> My Buy/Sell/Hold range for this category of stocks is: above a 12% CAGR is a Buy, below a 4% expected CAGR is a Sell, and in between 4% and 12% is a Hold. This puts PayPal stock just barely into the \"Hold\" category at today's price level.</p><p><blockquote>我对这类股票的买入/卖出/持有范围是：高于12%的CAGR是买入，低于4%的预期CAGR是卖出，4%到12%之间是持有。这使得PayPal股票在今天的价格水平上勉强进入“持有”类别。</blockquote></p><p> <b>Additional Considerations</b></p><p><blockquote><b>其他注意事项</b></blockquote></p><p> I consider PayPal one of the highest quality growth stocks in the market right now, which is why I've been monitoring its valuation relatively closely. In this section I'm going to share my fair value range for PayPal along with the price I would be willing to buy the stock with a margin of safety based on earnings, and also the price I would consider buying using a more aggressive and less conservative valuation approach. So, I'm going to look at PayPal's valuation from a variety of different perspectives to give us a clearer view of what might be an appropriate price to pay for the stock.</p><p><blockquote>我认为PayPal是目前市场上质量最高的成长型股票之一，这就是为什么我一直相对密切地关注其估值。在本节中，我将分享我对PayPal的公允价值范围，以及我愿意根据收益购买具有安全边际的股票的价格，以及我考虑使用更激进和不太保守的估值方法购买的价格。因此，我将从各种不同的角度来看待 PayPal 的估值，以便我们更清楚地了解购买该股票的合适价格。</blockquote></p><p> First, I'll start with my buy price and fair value range using the same assumptions and inputs I used in this article. If we use all of those same inputs my current fair value range for PayPal is about $126.50 to $164.00 per share. My current buy price that includes a margin of safety is $112.10. Investors who buy below that price have very good odds of great returns over the medium-term with the stock.</p><p><blockquote>首先，我将使用我在本文中使用的相同假设和输入，从我的购买价格和公允价值范围开始。如果我们使用所有这些相同的输入，我目前对PayPal的公允价值范围约为每股 126.50 美元至 164.00 美元。我目前的购买价格（包括安全边际）是 112.10 美元。低于该价格购买的投资者很有可能在中期内获得股票的丰厚回报。</blockquote></p><p> Once we get into the new year and 2022, I'll start pulling forward PayPal's 2022 earnings for my estimates. Right now, analysts expect $5.25 per share from earnings in 2022. That will improve PayPal's valuation a lot if the rest of their metrics remain the same, and it would raise their fair value range up to $145.00 to $187.50 dollars per share with a margin of safety buy price at $128.00 per share. This, of course, assumes analysts keep their estimates for 2022 in place and don't lower them over the next couple of months. It also means, based on future earnings, that in a month or two if PayPal keeps trading near its current price, it is already in the top end of a \"fair value\" price range. This might be a further reason for current owners to keep holding.</p><p><blockquote>一旦我们进入新的一年和 2022 年，我将开始提前预测 PayPal 2022 年的收益。目前，分析师预计 2022 年每股收益为 5.25 美元。如果 PayPal 的其他指标保持不变，这将大大提高 PayPal 的估值，并将其公允价值范围提高到每股 145.00 美元至 187.50 美元，安全边际买入价为每股 128.00 美元。当然，这是假设分析师保持对 2022 年的预期不变，并且在未来几个月内不会降低预期。这还意味着，根据未来的收益，如果PayPal在一两个月内继续在当前价格附近交易价格，它就已经处于“公允价值”价格范围的上端。这可能是当前所有者继续持有的另一个原因。</blockquote></p><p> The Full-Cycle Earnings analysis I used in this article is not the only type of analysis I use. For certain rare businesses with fast profit growth dynamics, I recently developed a new analysis to help identify fast-growing businesses that might never become cheap enough to buy based on earnings alone. The methods of this analysis are exclusive to my private service, The Cyclical Investor's Club, but since PayPal's profit growth is very strong, it actually qualifies for this type of analysis, too, and I thought I would at least share the sort of \"buy price\" that analysis produces because it's a little more aggressive than the earnings-based analysis.</p><p><blockquote>我在本文中使用的全周期收益分析并不是我使用的唯一类型的分析。对于某些具有快速利润增长势头的罕见企业，我最近开发了一种新的分析，以帮助识别快速增长的企业，这些企业可能永远不会变得便宜到仅仅根据收益来收购。这种分析方法是我的私人服务周期投资者俱乐部独有的，但由于 PayPal 的利润增长非常强劲，它实际上也有资格进行这种类型的分析，我想我至少会分享那种“买入价格”分析产生的，因为它比基于收益的分析更激进一些。</blockquote></p><p> When I examine PayPal using the profit growth analysis, it produces a buy price of $144.90. I find that interesting because if profits keep growing this quarter that price is likely to rise a little bit and put it pretty close to the middle of fair value using next year's earnings using my earnings-based method. This assumes that PayPal's metrics don't deteriorate between now and then, and there would be some technical requirements PayPal would have to meet as well, but I think the odds are good that by February of 2022 I could be a buyer of PayPal stock, approximately one year after I warned investors about its high valuation. It's going to be very interesting to see how it turns out.</p><p><blockquote>当我使用利润增长分析法检查PayPal时，它产生的买入价为 144.90 美元。我觉得这很有趣，因为如果本季度利润继续增长，价格可能会上涨一点，并使用我基于收益的方法，使用明年的收益，使其非常接近公允价值的中间位置。这是假设 PayPal 的指标从现在到那时不会恶化，并且PayPal也必须满足一些技术要求，但我认为到 2022 年 2 月，我很有可能成为PayPal股票的买家，大约一年后我就其高估值向投资者发出警告。看看结果会很有趣。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> I think PayPal's 2021 decline is an interesting and useful case study that goes beyond PayPal itself. The sort of decline we've seen in PayPal's stock price this year was entirely predictable and there are many other richly valued technology stocks that will experience a similar decline, likely in 2022 for most of them. For investors who are overweight these types of stocks, now is probably a time to consider diversifying in order to help keep the gains they have experienced the past couple of years. While there will be some overvalued stocks that simply stagnate for several years and go nowhere, and a rare few that manage to keep rising, the vast majority will experience declines like PayPal has experienced.</p><p><blockquote>我认为PayPal 2021年的下滑是一个有趣且有用的案例研究，超越了PayPal本身。我们今年看到的 PayPal 股价下跌是完全可以预见的，还有许多其他高估值科技股也会经历类似的下跌，其中大多数可能会在 2022 年下跌。对于跑赢大盘这类股票的投资者来说，现在可能是考虑多元化投资的时候了，以帮助保持过去几年的收益。虽然会有一些被高估的股票简单地停滞几年而一事无成，也有少数股票设法保持上涨，但绝大多数股票将经历像PayPal所经历的那样的下跌。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4474960-paypal-share-price-decline-overvalued-technology-stocks\">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":{"PYPL":"PayPal"},"source_url":"https://seekingalpha.com/article/4474960-paypal-share-price-decline-overvalued-technology-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120286910","content_text":"Summary\n\nPayPal stock is down over -35% off this year's highs, and the stock still isn't cheap.\nI warned investors back in February of 2021 that PayPal was extremely overvalued and worth selling.\nThat warning could have been issued for dozens and dozens of overvalued technology stocks that still have over -50% downside from here within the next 3 years.\nPayPal remains a great company that I would like to own, so I analyze the stock in order to establish I price at which I'd be willing to buy it.\n\nBsWei/iStock via Getty Images\nIntroduction\nBack on February 6th, 2021, I made a video where I shared with investors why PayPal (PYPL) stock was overvalued enough to sell. I shared that video on my Seeking Alpha bloghere. Since that time, PayPal has performed poorly both on an absolute basis and relative to the S&P 500 (SPY).\nData by YCharts\nThe stock price is down about -30% since I warned investors and down about -38% off its high price of the year.\nThe truth is that I could have issued the same warning about many other technology stocks that had become overvalued, but PayPal was one that I actually wanted to buy if the price ever fell to a reasonable level. It was a case where there was absolutely nothing wrong with the company. There was no bad story to tell. The price had simply gotten insanely overvalued. It didn't matter how good the story around PayPal was back in February. Numbers almost always trump narrative over the long-term. And the numbers back then didn't make sense.\nThis should be an important lesson for medium and long-term investors. If the numbers don't work, it doesn't matter what the story is.\nThe difficultly for a stock writer like myself is that investorslovenarratives and stories. It's not our fault. Our human brains are hardwired that way. Since I shared my bearish February PayPal video, out of 62 articles on Seeking Alpha covering PayPal, there hasn't been a single \"Bearish\" article written. The primary reason for that is because PayPal's narrative was so appealing that valuation numbers were either ignored, or the assumptions around the numbers were not realistic.\nIn this article, I'm going to share my current PayPal valuation based on earnings and earnings growth projections. I'll also share what I consider to be a fair value range for PayPal stock, and the price I would be looking to buy with a margin of safety. This is the same basic process I used to determine that PayPal stock was overvalued back in February of 2021.\nFull-Cycle Earnings Analysis\nAs part of the analysis, I calculate what I consider to be the two main drivers of future total returns: Market sentiment returns and business returns. I then combine those expected returns together in the form of a 10-year CAGR expectation and use that to value the stock.\nBefore I begin this analysis, I always check the business's long-term earnings patterns in order to ensure that the business is a proper fit for this sort of analysis. If the historical earnings 1) don't have a long enough history 2) are erratic in nature, or 3) are too cyclical, then I either avoid analyzing the stock altogether or I use a different type of analysis that is more appropriate.\n\nWe can see that since 2015 PayPal's earnings per share have increased every single year. This is a clear secular growth pattern and it makes the stock very attractive as a long-term investment. Since 2015 there haven't been any negative earnings growth years so the stock is likely a good fit for the type of earnings analysis I'm going to perform. One important question to ask, though, is that while we did have a brief recession in 2020, it was a very unusual one. It's possible that PayPal's business could be more economically sensitive during a longer, more drawn-out recession. So, that is a risk. However, when I examined how eBay (EBAY) performed in the 2008/9 recession, its earnings growth was basically flat, and never went negative. If I had to make a guess, I think PayPal's earnings growth rate would probably decline during a \"normal\" recession, but still wouldn't be especially cyclical. For those reasons, I'm going to go ahead with my Full-Cycle Earnings Analysis even though we don't have hard historical data from \"normal\" recession for PayPal.\nMarket Sentiment Return Expectations\nIn order to estimate what sort of returns we might expect over the next 10 years, let's begin by examining what return we could expect 10 years from now if the P/E multiple were to revert to its mean from the previous economic cycle. Since we have had a recent recession (albeit an unusual one) I'm starting this cycle in fiscal year 2015 and running it through 2021's estimates.\n\nPayPal's average P/E from 2015 to the present has been a healthy 34.11 (the blue bar circled in gold on the FAST Graph). Using 2021's forward earnings estimates of $4.60 (also circled in gold), PayPal has a current P/E of 40.73. If that 40.73 P/E were to revert to the average P/E of 34.11 over the course of the next 10 years and everything else was held the same, PayPal's price would fall and it would produce a 10-Year CAGR of-1.75%. That's the annual return we can expect from sentiment mean reversion if it takes ten years to revert. If it takes less time to revert, the price could fall faster.\nBusiness Earnings Expectations\nWe previously examined what would happen if market sentiment reverted to the mean. This is entirely determined by the mood of the market and is quite often disconnected, or only loosely connected, to the performance of the actual business. In this section, we will examine the actual earnings of the business. The goal here is simple: We want to know how much money we would earn (expressed in the form of a CAGR %) over the course of 10 years if we bought the business at today's prices and kept all of the earnings for ourselves.\nThere are two main components of this: the first is the earnings yield and the second is the rate at which the earnings can be expected to grow. Let's start with the earnings yield (which is an inverted P/E ratio, so, the Earnings/Price ratio). The current earnings yield is about +2.46%. The way I like to think about this is, if I bought the company's whole business right now for $100, I would earn $2.46 per year on my investment if earnings remained the same for the next 10 years.\nThe next step is to estimate the company's earnings growth during this time period. I do that by figuring out at what rate earnings grew during the last cycle and applying that rate to the next 10 years. This involves calculating the EPS growth rate since 2015, taking into account each year's EPS growth or decline, and then backing out any share buybacks that occurred over that time period (because reducing shares will increase the EPS due to fewer shares).\nData by YCharts\nDue to the scale of the graph, the buybacks look much bigger than they actually are, and there isn't much to adjust here. Additionally, since PayPal has grown earnings every year there are no earnings growth declines to adjust for either. This makes estimating PayPal's earnings growth a relatively straightforward affair, and I estimate PayPal's earnings growth at about +23.65%.\nNow, this is the point where my conservatism when it comes to asking myself \"What is a reasonable expectation, for valuation purposes, going forward 10 years?\" It is very, very difficult for businesses to grow earnings over 20% per year for a full decade (particularly if they have already been doing that the previous decade). For that reason, I cap all of my long-term forward earnings growth estimates when using them for valuation purposes at 20%. This is simply a way to help keep me from overpaying for a stock when their P/E multiple is likely to contract over time. So, for this valuation exercise, I am limiting my earnings growth assumption to 20%.\nNext, I'll apply that growth rate to current earnings, looking forward 10 years in order to get a final 10-year CAGR estimate. The way I think about this is, if I bought PayPal's whole business for $100, it would pay me back $2.46 plus +20.00% growth the first year, and that amount would grow at +20.00% per year for 10 years after that. I want to know how much money I would have in total at the end of 10 years on my $100 investment, which I calculate to be about $176.50 (including the original $100). When I plug that growth into a CAGR calculator, that translates to a+5.85%10-year CAGR estimate for the expected business earnings returns.\n10-Year, Full-Cycle CAGR Estimate\nPotential future returns can come from two main places: market sentiment returns or business earnings returns. If we assume that market sentiment reverts to the mean from the last cycle over the next 10 years for PayPal, it will produce a -1.75% CAGR. If the earnings yield and growth are similar to the last cycle, the company should produce somewhere around a +5.85% 10-year CAGR. If we put the two together, we get an expected 10-year, full-cycle CAGR of+4.10%at today's price.\nMy Buy/Sell/Hold range for this category of stocks is: above a 12% CAGR is a Buy, below a 4% expected CAGR is a Sell, and in between 4% and 12% is a Hold. This puts PayPal stock just barely into the \"Hold\" category at today's price level.\nAdditional Considerations\nI consider PayPal one of the highest quality growth stocks in the market right now, which is why I've been monitoring its valuation relatively closely. In this section I'm going to share my fair value range for PayPal along with the price I would be willing to buy the stock with a margin of safety based on earnings, and also the price I would consider buying using a more aggressive and less conservative valuation approach. So, I'm going to look at PayPal's valuation from a variety of different perspectives to give us a clearer view of what might be an appropriate price to pay for the stock.\nFirst, I'll start with my buy price and fair value range using the same assumptions and inputs I used in this article. If we use all of those same inputs my current fair value range for PayPal is about $126.50 to $164.00 per share. My current buy price that includes a margin of safety is $112.10. Investors who buy below that price have very good odds of great returns over the medium-term with the stock.\nOnce we get into the new year and 2022, I'll start pulling forward PayPal's 2022 earnings for my estimates. Right now, analysts expect $5.25 per share from earnings in 2022. That will improve PayPal's valuation a lot if the rest of their metrics remain the same, and it would raise their fair value range up to $145.00 to $187.50 dollars per share with a margin of safety buy price at $128.00 per share. This, of course, assumes analysts keep their estimates for 2022 in place and don't lower them over the next couple of months. It also means, based on future earnings, that in a month or two if PayPal keeps trading near its current price, it is already in the top end of a \"fair value\" price range. This might be a further reason for current owners to keep holding.\nThe Full-Cycle Earnings analysis I used in this article is not the only type of analysis I use. For certain rare businesses with fast profit growth dynamics, I recently developed a new analysis to help identify fast-growing businesses that might never become cheap enough to buy based on earnings alone. The methods of this analysis are exclusive to my private service, The Cyclical Investor's Club, but since PayPal's profit growth is very strong, it actually qualifies for this type of analysis, too, and I thought I would at least share the sort of \"buy price\" that analysis produces because it's a little more aggressive than the earnings-based analysis.\nWhen I examine PayPal using the profit growth analysis, it produces a buy price of $144.90. I find that interesting because if profits keep growing this quarter that price is likely to rise a little bit and put it pretty close to the middle of fair value using next year's earnings using my earnings-based method. This assumes that PayPal's metrics don't deteriorate between now and then, and there would be some technical requirements PayPal would have to meet as well, but I think the odds are good that by February of 2022 I could be a buyer of PayPal stock, approximately one year after I warned investors about its high valuation. It's going to be very interesting to see how it turns out.\nConclusion\nI think PayPal's 2021 decline is an interesting and useful case study that goes beyond PayPal itself. The sort of decline we've seen in PayPal's stock price this year was entirely predictable and there are many other richly valued technology stocks that will experience a similar decline, likely in 2022 for most of them. For investors who are overweight these types of stocks, now is probably a time to consider diversifying in order to help keep the gains they have experienced the past couple of years. While there will be some overvalued stocks that simply stagnate for several years and go nowhere, and a rare few that manage to keep rising, the vast majority will experience declines like PayPal has experienced.","news_type":1,"symbols_score_info":{"PYPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604812515,"gmtCreate":1639369175534,"gmtModify":1639369294063,"author":{"id":"3575758612828517","authorId":"3575758612828517","name":"PoptartBob","avatar":"https://static.tigerbbs.com/10ff2a5007f83b4e55eb5a9ab7cbfbd0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575758612828517","authorIdStr":"3575758612828517"},"themes":[],"title":"","htmlText":"great 1","listText":"great 1","text":"great 1","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/604812515","repostId":"1171271872","repostType":4,"repost":{"id":"1171271872","kind":"news","pubTimestamp":1639348466,"share":"https://www.laohunote.com/m/news/1171271872?lang=zh_CN&edition=full","pubTime":"2021-12-13 06:34","market":"us","language":"en","title":"Rivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、FedEx、Lenner、Campbell Soup 和本周值得关注的其他股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1171271872","media":"Barrons","summary":"The main event for investors this week will be the Federal Reserve’s rate-setting committee’s last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.The Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.Earnings reports this week are few, but will include Campbell Soup on Tuesday;Lennar,Accenture,FedEx,Rivian Automotive, and Adobe on Thursday; and","content":"<p>The main event for investors this week will be the Federal Reserve’s rate-setting committee’s&nbsp;last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.</p><p><blockquote>本周投资者的主要活动将是美联储利率制定委员会 2021 年的最后一次会议。官员们最近的评论更加鹰派，可能会宣布加速每月资产购买缩减规模的计划。</blockquote></p><p> The Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.</p><p><blockquote>联邦公开市场委员会为期两天的会议将于周二和周三举行。</blockquote></p><p> Earnings reports this week are few, but will include&nbsp;Campbell Soup&nbsp;on Tuesday;Lennar,Accenture,FedEx,Rivian&nbsp;Automotive, and&nbsp;Adobe&nbsp;on Thursday; and&nbsp;Darden Restaurants&nbsp;on Friday.</p><p><blockquote>本周的财报很少，但将包括周二的金宝汤；Lenner、埃森哲、联邦快递、Rivian Automotive 和 Adobe 周四；周五的达顿餐厅。</blockquote></p><p> Economic data coming out this week includes the Bureau of Labor Statistics’ producer price index for November on Tuesday. Economists expect a 0.55% month-over-month rise for the headline index and a 0.4% gain for the core PPI. Those would both roughly match October’s pace of producer inflation.</p><p><blockquote>本周公布的经济数据包括美国劳工统计局周二公布的 11 月份生产者价格指数。经济学家预计总体指数环比上涨0.55%，核心PPI上涨0.4%。这两者都将大致与 10 月份的生产者通胀率持平。</blockquote></p><p> Other data releases include the National Federation of Independent Businesses’ sentiment&nbsp;index on Tuesday, November retail-sales spending from the Census Bureau on Wednesday, and the November housing starts on Thursday.</p><p><blockquote>其他数据还包括周二公布的全国独立企业联合会（National Federation of Independent Businesses）的情绪指数、周三公布的人口普查局（Census Bureau）的 11 月份零售销售支出以及周四公布的 11 月份房屋开工数据。</blockquote></p><p> <b>Monday 12/13</b></p><p><blockquote><b>12/13星期一</b></blockquote></p><p> J.Jill&nbsp;and&nbsp;PHX Minerals&nbsp;host earnings conference calls.</p><p><blockquote>J.Jill 和 PHX Minerals 在评级举办盈利会议。</blockquote></p><p> <b>Tuesday 12/14</b></p><p><blockquote><b>星期二 12/14</b></blockquote></p><p> Campbell Soup, Barnes Group, and&nbsp;Avaya Holdings&nbsp;host investor days.</p><p><blockquote>Campbell Soup、Barnes Group 和 Avaya Holdings 举办投资者日。</blockquote></p><p> <b>The Bureau of Labor</b>&nbsp;Statistics releases the producer price index for November. Consensus estimate is for a 0.55% month-over-month rise, and for the core PPI, which excludes food and energy, to gain 0.4%. This compares with increases of 0.6% and 0.4%, respectively, in October.</p><p><blockquote><b>劳工局</b>统计局发布了11月份的生产者价格指数。普遍预计环比上涨 0.55%，不包括食品和能源的核心 PPI 将上涨 0.4%。相比之下，10 月份分别增长了 0.6% 和 0.4%。</blockquote></p><p> <b>The National Federation</b>&nbsp;of Independent Businesses reports its index, which surveys about 5,000 small-business owners across the country, for November. Expectations call for a reading of 98.3, compared with 98.2 in October.</p><p><blockquote><b>全国联合会</b>独立企业报告了11月份的指数，该指数调查了全国约5000名小企业主。看涨期权的预期读数为98.3，而10月份为98.2。</blockquote></p><p> <b>Wednesday 12/15</b></p><p><blockquote><b>12/15星期三</b></blockquote></p><p> <b>The Federal Open Market Committee</b> concludes its two-day meeting, when policy makers will discuss accelerating the timetable for tapering monthly securities purchases.</p><p><blockquote><b>联邦公开市场委员会</b>结束为期两天的会议，政策制定者将讨论加快逐步减少每月证券购买的时间表。</blockquote></p><p> <b>The BLS reports</b> export and import price data for November. Expectations are for a 0.5% month-over-month rise in export prices, while import prices are seen increasing 0.5%. This compares with gains of 1.5% and 1.2%, respectively, in October.</p><p><blockquote><b>BLS报告</b>11月份进出口价格数据。预计出口价格将环比上涨 0.5%，而进口价格将上涨 0.5%。相比之下，10 月份的涨幅分别为 1.5% 和 1.2%。</blockquote></p><p> <b>The National Association</b> of Home Builders releases its NAHB/Wells Fargo Housing Market Index for December. Consensus estimate is for an 84 reading, compared with an 83 reading in November. The index peaked at 90 late last year, and home builders remain bullish on the housing market.</p><p><blockquote><b>全国协会</b>住宅建筑商发布了12月份的NAHB/富国银行住房市场指数。普遍估计读数为84，而11月份的读数为83。该指数去年底达到90的峰值，房屋建筑商仍然看好房地产市场。</blockquote></p><p> <b>The Census Bureau</b> reports on retail-sales spending for November. Expectations are for a seasonally adjusted 0.7% month-over-month increase in retail sales, compared with a 1.7% rise in October. Excluding autos, spending is seen rising 0.8%, compared with 1.7% in the previous period.</p><p><blockquote><b>人口普查局</b>11 月份零售支出报告。经季节性调整后，预计零售额环比增长 0.7%，而 10 月份为 1.7%。不包括汽车，支出预计增长 0.8%，而上一时期为 1.7%。</blockquote></p><p> <b>Thursday 12/16</b></p><p><blockquote><b>星期四 12/16</b></blockquote></p><p> Heico,Lennar, Accenture, FedEx, Jabil, Adobe, Rivian Automotive, and Nordson are among companies hosting earnings conference calls.</p><p><blockquote>Heico、Lennar、埃森哲、联邦快递、捷普、Adobe、Rivian汽车和诺信等公司在评级举办了财报会议。</blockquote></p><p> <b>The Census Bureau</b>releases its New Residential Construction report for November. The seasonally adjusted annual rate of housing starts is expected to be 1.563 million units, compared with 1.52 million in October. A housing start is counted when excavation begins on a home. Permits issued for new-home construction are expected to be 1.655 million, compared with 1.653 million in October.</p><p><blockquote><b>人口普查局</b>发布11月份新的住宅建设报告。经季节性调整后的新屋开工率预计为156.3万套，而10月份为152万套。当房屋开始挖掘时，房屋开始计算。新房建设许可证预计为165.5万份，而10月份为165.3万份。</blockquote></p><p> <b>The Bank of England</b> announces its interest-rate decision and publishes the minutes of the meeting.</p><p><blockquote><b>英格兰银行</b>宣布利率决定并公布会议纪要。</blockquote></p><p> <b>The Federal Reserve</b> releases industrial production data for November. Economists are looking for a 0.6% rise, after a 1.6% increase in October. Capacity utilization is expected at 76.8, roughly in line with October’s 76.4%.</p><p><blockquote><b>美联储</b>公布11月份工业生产数据。继 10 月份上涨 1.6% 之后，经济学家预计上涨 0.6%。产能利用率预计为 76.8%，与 10 月份的 76.4% 大致持平。</blockquote></p><p> <b>Friday 12/17</b></p><p><blockquote><b>12/17星期五</b></blockquote></p><p> Steelcase,Darden Restaurants, and&nbsp;Quanex Building Products&nbsp;host earnings conference calls.</p><p><blockquote>Steelcase、Darden Restaurants 和 Quanex Building Products 在评级举办财报会议。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Rivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、FedEx、Lenner、Campbell Soup 和本周值得关注的其他股票</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\">\nRivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、FedEx、Lenner、Campbell Soup 和本周值得关注的其他股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-13 06:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The main event for investors this week will be the Federal Reserve’s rate-setting committee’s&nbsp;last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.</p><p><blockquote>本周投资者的主要活动将是美联储利率制定委员会 2021 年的最后一次会议。官员们最近的评论更加鹰派，可能会宣布加速每月资产购买缩减规模的计划。</blockquote></p><p> The Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.</p><p><blockquote>联邦公开市场委员会为期两天的会议将于周二和周三举行。</blockquote></p><p> Earnings reports this week are few, but will include&nbsp;Campbell Soup&nbsp;on Tuesday;Lennar,Accenture,FedEx,Rivian&nbsp;Automotive, and&nbsp;Adobe&nbsp;on Thursday; and&nbsp;Darden Restaurants&nbsp;on Friday.</p><p><blockquote>本周的财报很少，但将包括周二的金宝汤；Lenner、埃森哲、联邦快递、Rivian Automotive 和 Adobe 周四；周五的达顿餐厅。</blockquote></p><p> Economic data coming out this week includes the Bureau of Labor Statistics’ producer price index for November on Tuesday. Economists expect a 0.55% month-over-month rise for the headline index and a 0.4% gain for the core PPI. Those would both roughly match October’s pace of producer inflation.</p><p><blockquote>本周公布的经济数据包括美国劳工统计局周二公布的 11 月份生产者价格指数。经济学家预计总体指数环比上涨0.55%，核心PPI上涨0.4%。这两者都将大致与 10 月份的生产者通胀率持平。</blockquote></p><p> Other data releases include the National Federation of Independent Businesses’ sentiment&nbsp;index on Tuesday, November retail-sales spending from the Census Bureau on Wednesday, and the November housing starts on Thursday.</p><p><blockquote>其他数据还包括周二公布的全国独立企业联合会（National Federation of Independent Businesses）的情绪指数、周三公布的人口普查局（Census Bureau）的 11 月份零售销售支出以及周四公布的 11 月份房屋开工数据。</blockquote></p><p> <b>Monday 12/13</b></p><p><blockquote><b>12/13星期一</b></blockquote></p><p> J.Jill&nbsp;and&nbsp;PHX Minerals&nbsp;host earnings conference calls.</p><p><blockquote>J.Jill 和 PHX Minerals 在评级举办盈利会议。</blockquote></p><p> <b>Tuesday 12/14</b></p><p><blockquote><b>星期二 12/14</b></blockquote></p><p> Campbell Soup, Barnes Group, and&nbsp;Avaya Holdings&nbsp;host investor days.</p><p><blockquote>Campbell Soup、Barnes Group 和 Avaya Holdings 举办投资者日。</blockquote></p><p> <b>The Bureau of Labor</b>&nbsp;Statistics releases the producer price index for November. Consensus estimate is for a 0.55% month-over-month rise, and for the core PPI, which excludes food and energy, to gain 0.4%. This compares with increases of 0.6% and 0.4%, respectively, in October.</p><p><blockquote><b>劳工局</b>统计局发布了11月份的生产者价格指数。普遍预计环比上涨 0.55%，不包括食品和能源的核心 PPI 将上涨 0.4%。相比之下，10 月份分别增长了 0.6% 和 0.4%。</blockquote></p><p> <b>The National Federation</b>&nbsp;of Independent Businesses reports its index, which surveys about 5,000 small-business owners across the country, for November. Expectations call for a reading of 98.3, compared with 98.2 in October.</p><p><blockquote><b>全国联合会</b>独立企业报告了11月份的指数，该指数调查了全国约5000名小企业主。看涨期权的预期读数为98.3，而10月份为98.2。</blockquote></p><p> <b>Wednesday 12/15</b></p><p><blockquote><b>12/15星期三</b></blockquote></p><p> <b>The Federal Open Market Committee</b> concludes its two-day meeting, when policy makers will discuss accelerating the timetable for tapering monthly securities purchases.</p><p><blockquote><b>联邦公开市场委员会</b>结束为期两天的会议，政策制定者将讨论加快逐步减少每月证券购买的时间表。</blockquote></p><p> <b>The BLS reports</b> export and import price data for November. Expectations are for a 0.5% month-over-month rise in export prices, while import prices are seen increasing 0.5%. This compares with gains of 1.5% and 1.2%, respectively, in October.</p><p><blockquote><b>BLS报告</b>11月份进出口价格数据。预计出口价格将环比上涨 0.5%，而进口价格将上涨 0.5%。相比之下，10 月份的涨幅分别为 1.5% 和 1.2%。</blockquote></p><p> <b>The National Association</b> of Home Builders releases its NAHB/Wells Fargo Housing Market Index for December. Consensus estimate is for an 84 reading, compared with an 83 reading in November. The index peaked at 90 late last year, and home builders remain bullish on the housing market.</p><p><blockquote><b>全国协会</b>住宅建筑商发布了12月份的NAHB/富国银行住房市场指数。普遍估计读数为84，而11月份的读数为83。该指数去年底达到90的峰值，房屋建筑商仍然看好房地产市场。</blockquote></p><p> <b>The Census Bureau</b> reports on retail-sales spending for November. Expectations are for a seasonally adjusted 0.7% month-over-month increase in retail sales, compared with a 1.7% rise in October. Excluding autos, spending is seen rising 0.8%, compared with 1.7% in the previous period.</p><p><blockquote><b>人口普查局</b>11 月份零售支出报告。经季节性调整后，预计零售额环比增长 0.7%，而 10 月份为 1.7%。不包括汽车，支出预计增长 0.8%，而上一时期为 1.7%。</blockquote></p><p> <b>Thursday 12/16</b></p><p><blockquote><b>星期四 12/16</b></blockquote></p><p> Heico,Lennar, Accenture, FedEx, Jabil, Adobe, Rivian Automotive, and Nordson are among companies hosting earnings conference calls.</p><p><blockquote>Heico、Lennar、埃森哲、联邦快递、捷普、Adobe、Rivian汽车和诺信等公司在评级举办了财报会议。</blockquote></p><p> <b>The Census Bureau</b>releases its New Residential Construction report for November. The seasonally adjusted annual rate of housing starts is expected to be 1.563 million units, compared with 1.52 million in October. A housing start is counted when excavation begins on a home. Permits issued for new-home construction are expected to be 1.655 million, compared with 1.653 million in October.</p><p><blockquote><b>人口普查局</b>发布11月份新的住宅建设报告。经季节性调整后的新屋开工率预计为156.3万套，而10月份为152万套。当房屋开始挖掘时，房屋开始计算。新房建设许可证预计为165.5万份，而10月份为165.3万份。</blockquote></p><p> <b>The Bank of England</b> announces its interest-rate decision and publishes the minutes of the meeting.</p><p><blockquote><b>英格兰银行</b>宣布利率决定并公布会议纪要。</blockquote></p><p> <b>The Federal Reserve</b> releases industrial production data for November. Economists are looking for a 0.6% rise, after a 1.6% increase in October. Capacity utilization is expected at 76.8, roughly in line with October’s 76.4%.</p><p><blockquote><b>美联储</b>公布11月份工业生产数据。继 10 月份上涨 1.6% 之后，经济学家预计上涨 0.6%。产能利用率预计为 76.8%，与 10 月份的 76.4% 大致持平。</blockquote></p><p> <b>Friday 12/17</b></p><p><blockquote><b>12/17星期五</b></blockquote></p><p> Steelcase,Darden Restaurants, and&nbsp;Quanex Building Products&nbsp;host earnings conference calls.</p><p><blockquote>Steelcase、Darden Restaurants 和 Quanex Building Products 在评级举办财报会议。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stocks-to-watch-this-week-fedex-rivian-lennar-campbell-adobe-51639330550?mod=hp_LEAD_3\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HEI":"海科航空","ADBE":"Adobe","CPB":"金宝汤","ACN":"埃森哲",".SPX":"S&P 500 Index","PHX":"潘汉德尔油气",".DJI":"道琼斯","RIVN":"Rivian Automotive, Inc.","FDX":"联邦快递","DRI":"达登饭店","LEN":"莱纳建筑公司",".IXIC":"NASDAQ Composite","JILL":"J.Jill Inc."},"source_url":"https://www.barrons.com/articles/stocks-to-watch-this-week-fedex-rivian-lennar-campbell-adobe-51639330550?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171271872","content_text":"The main event for investors this week will be the Federal Reserve’s rate-setting committee’s last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.\nThe Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.\nEarnings reports this week are few, but will include Campbell Soup on Tuesday;Lennar,Accenture,FedEx,Rivian Automotive, and Adobe on Thursday; and Darden Restaurants on Friday.\nEconomic data coming out this week includes the Bureau of Labor Statistics’ producer price index for November on Tuesday. Economists expect a 0.55% month-over-month rise for the headline index and a 0.4% gain for the core PPI. Those would both roughly match October’s pace of producer inflation.\nOther data releases include the National Federation of Independent Businesses’ sentiment index on Tuesday, November retail-sales spending from the Census Bureau on Wednesday, and the November housing starts on Thursday.\nMonday 12/13\nJ.Jill and PHX Minerals host earnings conference calls.\nTuesday 12/14\nCampbell Soup, Barnes Group, and Avaya Holdings host investor days.\nThe Bureau of Labor Statistics releases the producer price index for November. Consensus estimate is for a 0.55% month-over-month rise, and for the core PPI, which excludes food and energy, to gain 0.4%. This compares with increases of 0.6% and 0.4%, respectively, in October.\nThe National Federation of Independent Businesses reports its index, which surveys about 5,000 small-business owners across the country, for November. Expectations call for a reading of 98.3, compared with 98.2 in October.\nWednesday 12/15\nThe Federal Open Market Committee concludes its two-day meeting, when policy makers will discuss accelerating the timetable for tapering monthly securities purchases.\nThe BLS reports export and import price data for November. Expectations are for a 0.5% month-over-month rise in export prices, while import prices are seen increasing 0.5%. This compares with gains of 1.5% and 1.2%, respectively, in October.\nThe National Association of Home Builders releases its NAHB/Wells Fargo Housing Market Index for December. Consensus estimate is for an 84 reading, compared with an 83 reading in November. The index peaked at 90 late last year, and home builders remain bullish on the housing market.\nThe Census Bureau reports on retail-sales spending for November. Expectations are for a seasonally adjusted 0.7% month-over-month increase in retail sales, compared with a 1.7% rise in October. Excluding autos, spending is seen rising 0.8%, compared with 1.7% in the previous period.\nThursday 12/16\nHeico,Lennar, Accenture, FedEx, Jabil, Adobe, Rivian Automotive, and Nordson are among companies hosting earnings conference calls.\nThe Census Bureaureleases its New Residential Construction report for November. The seasonally adjusted annual rate of housing starts is expected to be 1.563 million units, compared with 1.52 million in October. A housing start is counted when excavation begins on a home. Permits issued for new-home construction are expected to be 1.655 million, compared with 1.653 million in October.\nThe Bank of England announces its interest-rate decision and publishes the minutes of the meeting.\nThe Federal Reserve releases industrial production data for November. Economists are looking for a 0.6% rise, after a 1.6% increase in October. Capacity utilization is expected at 76.8, roughly in line with October’s 76.4%.\nFriday 12/17\nSteelcase,Darden Restaurants, and Quanex Building Products host earnings conference calls.","news_type":1,"symbols_score_info":{"SCS":0.9,"JILL":0.9,".DJI":0.9,".IXIC":0.9,"FDX":0.9,"HEI":0.9,"ACN":0.9,"CPB":0.9,"AVYA":0.9,"PHX":0.9,".SPX":0.9,"RIVN":0.9,"DRI":0.9,"LEN":0.9,"ADBE":0.9}},"isVote":1,"tweetType":1,"viewCount":4166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604916184,"gmtCreate":1639306228369,"gmtModify":1639306358597,"author":{"id":"3575758612828517","authorId":"3575758612828517","name":"PoptartBob","avatar":"https://static.tigerbbs.com/10ff2a5007f83b4e55eb5a9ab7cbfbd0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575758612828517","authorIdStr":"3575758612828517"},"themes":[],"title":"","htmlText":"great one","listText":"great one","text":"great one","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/604916184","repostId":"1103250344","repostType":4,"repost":{"id":"1103250344","kind":"news","pubTimestamp":1639280672,"share":"https://www.laohunote.com/m/news/1103250344?lang=zh_CN&edition=full","pubTime":"2021-12-12 11:44","market":"us","language":"en","title":"US IPO Week Ahead: IoT solutions, wine, and satellites in a 3 IPO week<blockquote>美国 IPO 周即将到来：物联网解决方案、葡萄酒和卫星在 IPO 第三周</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103250344","media":"renaissancecap...","summary":"The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to r","content":"<p>The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to raise $789 million.</p><p><blockquote>预计未来一周IPO市场将保持相对平静，三次IPO计划筹集7.89亿美元。</blockquote></p><p> IoT solutions developer<b>Samsara</b>(IOT) plans to raise $753 million at an $11.6 billion market cap. This \"internet-of-things\" company provides a cloud-based platform that connects the assets of businesses with physical operations, enhancing operational efficiency and asset and employee productivity. Fast growing but highly unprofitable, Samsara saw double-digit growth for customers with $100k+ ARR in the 9mo FY22.</p><p><blockquote>物联网解决方案开发商<b>轮回</b>（物联网）计划以116亿美元的市值筹集7.53亿美元。这家“物联网”公司提供了一个基于云的平台，将企业的资产与物理运营连接起来，提高了运营效率以及资产和员工的生产力。快速增长但高度无利可图，Samsara 在 2022 财年的 9 个月中，ARR 超过 10 万美元的客户实现了两位数的增长。</blockquote></p><p> Wine brand<b>Fresh Vine Wine</b>(VINE) plans to raise $21 million at a $116 million market cap. This celebrity-founded company produces low carb, low calorie premium wines. Growing but highly unprofitable, Fresh Vine sells its wines through wholesale, retail, and DTC channels, and is able to conduct wholesale distribution in all 50 states and Puerto Rico.</p><p><blockquote>葡萄酒品牌<b>新鲜葡萄酒</b>(VINE) 计划以 1.16 亿美元的市值筹集 2100 万美元。这家名人创办的公司生产低碳水化合物、低热量的优质葡萄酒。Fresh Vine正在增长，但非常无利可图，它通过批发、零售和DTC渠道销售葡萄酒，并能够在所有50个州和波多黎各进行批发分销。</blockquote></p><p> Micro-cap satellite developer<b>Sidus Space</b>(SIDU) plans to raise $15 million at an $81 million market cap. This company provides commercial satellite services such as design, manufacture, launch, and data collection. &nbsp;Sidus Space has generated space-related manufacturing revenues to date, but is highly unprofitable with negative gross margin in the 9mo21.</p><p><blockquote>微帽卫星显影剂<b>Sidus空间</b>（SIDU）计划以8100万美元的市值筹集1500万美元。该公司提供商业卫星服务，如设计、制造、发射和数据收集。Sidus Space 迄今为止已产生与航天相关的制造收入，但在 2021 年 9 月毛利率为负，高度无利可图。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ead80e54642569e2b7b368c8d50dc265\" tg-width=\"1409\" tg-height=\"457\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","source":"lsy1619493174116","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>US IPO Week Ahead: IoT solutions, wine, and satellites in a 3 IPO week<blockquote>美国 IPO 周即将到来：物联网解决方案、葡萄酒和卫星在 IPO 第三周</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\">\nUS IPO Week Ahead: IoT solutions, wine, and satellites in a 3 IPO week<blockquote>美国 IPO 周即将到来：物联网解决方案、葡萄酒和卫星在 IPO 第三周</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">renaissancecap...</strong><span class=\"h-time small\">2021-12-12 11:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to raise $789 million.</p><p><blockquote>预计未来一周IPO市场将保持相对平静，三次IPO计划筹集7.89亿美元。</blockquote></p><p> IoT solutions developer<b>Samsara</b>(IOT) plans to raise $753 million at an $11.6 billion market cap. This \"internet-of-things\" company provides a cloud-based platform that connects the assets of businesses with physical operations, enhancing operational efficiency and asset and employee productivity. Fast growing but highly unprofitable, Samsara saw double-digit growth for customers with $100k+ ARR in the 9mo FY22.</p><p><blockquote>物联网解决方案开发商<b>轮回</b>（物联网）计划以116亿美元的市值筹集7.53亿美元。这家“物联网”公司提供了一个基于云的平台，将企业的资产与物理运营连接起来，提高了运营效率以及资产和员工的生产力。快速增长但高度无利可图，Samsara 在 2022 财年的 9 个月中，ARR 超过 10 万美元的客户实现了两位数的增长。</blockquote></p><p> Wine brand<b>Fresh Vine Wine</b>(VINE) plans to raise $21 million at a $116 million market cap. This celebrity-founded company produces low carb, low calorie premium wines. Growing but highly unprofitable, Fresh Vine sells its wines through wholesale, retail, and DTC channels, and is able to conduct wholesale distribution in all 50 states and Puerto Rico.</p><p><blockquote>葡萄酒品牌<b>新鲜葡萄酒</b>(VINE) 计划以 1.16 亿美元的市值筹集 2100 万美元。这家名人创办的公司生产低碳水化合物、低热量的优质葡萄酒。Fresh Vine正在增长，但非常无利可图，它通过批发、零售和DTC渠道销售葡萄酒，并能够在所有50个州和波多黎各进行批发分销。</blockquote></p><p> Micro-cap satellite developer<b>Sidus Space</b>(SIDU) plans to raise $15 million at an $81 million market cap. This company provides commercial satellite services such as design, manufacture, launch, and data collection. &nbsp;Sidus Space has generated space-related manufacturing revenues to date, but is highly unprofitable with negative gross margin in the 9mo21.</p><p><blockquote>微帽卫星显影剂<b>Sidus空间</b>（SIDU）计划以8100万美元的市值筹集1500万美元。该公司提供商业卫星服务，如设计、制造、发射和数据收集。Sidus Space 迄今为止已产生与航天相关的制造收入，但在 2021 年 9 月毛利率为负，高度无利可图。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ead80e54642569e2b7b368c8d50dc265\" tg-width=\"1409\" tg-height=\"457\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/89474/US-IPO-Week-Ahead-IoT-solutions-wine-and-satellites-in-a-3-IPO-week\">renaissancecap...</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SIDU":"Sidus Space Inc.",".IXIC":"NASDAQ Composite","IOT":"Samsara, Inc.",".DJI":"道琼斯"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/89474/US-IPO-Week-Ahead-IoT-solutions-wine-and-satellites-in-a-3-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103250344","content_text":"The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to raise $789 million.\nIoT solutions developerSamsara(IOT) plans to raise $753 million at an $11.6 billion market cap. This \"internet-of-things\" company provides a cloud-based platform that connects the assets of businesses with physical operations, enhancing operational efficiency and asset and employee productivity. Fast growing but highly unprofitable, Samsara saw double-digit growth for customers with $100k+ ARR in the 9mo FY22.\nWine brandFresh Vine Wine(VINE) plans to raise $21 million at a $116 million market cap. This celebrity-founded company produces low carb, low calorie premium wines. Growing but highly unprofitable, Fresh Vine sells its wines through wholesale, retail, and DTC channels, and is able to conduct wholesale distribution in all 50 states and Puerto Rico.\nMicro-cap satellite developerSidus Space(SIDU) plans to raise $15 million at an $81 million market cap. This company provides commercial satellite services such as design, manufacture, launch, and data collection.  Sidus Space has generated space-related manufacturing revenues to date, but is highly unprofitable with negative gross margin in the 9mo21.","news_type":1,"symbols_score_info":{".IXIC":0,"IOT":0,"SIDU":0,"VINE":0,".SPX":0,".DJI":0}},"isVote":1,"tweetType":1,"viewCount":3306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605163240,"gmtCreate":1639130488295,"gmtModify":1639131108982,"author":{"id":"3575758612828517","authorId":"3575758612828517","name":"PoptartBob","avatar":"https://static.tigerbbs.com/10ff2a5007f83b4e55eb5a9ab7cbfbd0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575758612828517","authorIdStr":"3575758612828517"},"themes":[],"title":"","htmlText":"good one","listText":"good one","text":"good one","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/605163240","repostId":"1133845166","repostType":4,"repost":{"id":"1133845166","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":1639130022,"share":"https://www.laohunote.com/m/news/1133845166?lang=zh_CN&edition=full","pubTime":"2021-12-10 17:53","market":"us","language":"en","title":"Grab shares dropped another 2% in premarket trading<blockquote>Grab 股价在盘前交易中又下跌 2%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133845166","media":"Tiger Newspress","summary":"Grab shares dropped another 2% in premarket trading.The stock fell more than 9% yesterday.","content":"<p>Grab shares dropped another 2% in premarket trading.The stock fell more than 9% yesterday.</p><p><blockquote>Grab 股价在盘前交易中又下跌 2%。该股昨天下跌超过9%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c53085cee57f6060446a02aa58e6a691\" tg-width=\"843\" tg-height=\"619\" width=\"100%\" height=\"auto\"></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>Grab shares dropped another 2% in premarket trading<blockquote>Grab 股价在盘前交易中又下跌 2%</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\">\nGrab shares dropped another 2% in premarket trading<blockquote>Grab 股价在盘前交易中又下跌 2%</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\">2021-12-10 17:53</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Grab shares dropped another 2% in premarket trading.The stock fell more than 9% yesterday.</p><p><blockquote>Grab 股价在盘前交易中又下跌 2%。该股昨天下跌超过9%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c53085cee57f6060446a02aa58e6a691\" tg-width=\"843\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133845166","content_text":"Grab shares dropped another 2% in premarket trading.The stock fell more than 9% yesterday.","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":3119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602435250,"gmtCreate":1639055177353,"gmtModify":1639055297606,"author":{"id":"3575758612828517","authorId":"3575758612828517","name":"PoptartBob","avatar":"https://static.tigerbbs.com/10ff2a5007f83b4e55eb5a9ab7cbfbd0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575758612828517","authorIdStr":"3575758612828517"},"themes":[],"title":"","htmlText":"good 1","listText":"good 1","text":"good 1","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/602435250","repostId":"1163175495","repostType":4,"repost":{"id":"1163175495","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":1639056901,"share":"https://www.laohunote.com/m/news/1163175495?lang=zh_CN&edition=full","pubTime":"2021-12-09 21:35","market":"us","language":"en","title":"Toplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的顶线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163175495","media":"Tiger Newspress","summary":"U.S. stock-index futures hold solid losses after initial jobless claims come in at 184,000.\nAt 8:34 ","content":"<p>U.S.&nbsp;stock-index futures hold solid losses after initial jobless claims come in at 184,000.</p><p><blockquote>首次申请失业救济人数达到 184,000 人后，美国股指期货持续下跌。</blockquote></p><p> At 8:34 a.m. ET, Dow e-minis were down 168 points, or 0.47%, S&amp;P 500 e-minis were down 21 points, or 0.45%, and Nasdaq 100 e-minis were down 80.5 points, or 0.49%.</p><p><blockquote>美国东部时间上午 8:34，道琼斯电子迷你指数下跌 168 点，跌幅 0.47%，标普500电子迷你指数下跌 21 点，跌幅 0.45%，纳斯达克 100 电子迷你指数下跌 80.5 点，跌幅 0.49%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e48b5d3abdc91abde117585acac09b40\" tg-width=\"401\" tg-height=\"184\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Weekly jobless claims reached tumbled last week, reaching a fresh 52-year low as the U.S. jobs market climbs out of its pandemic-era hole, the Labor Department reported Thursday.</p><p><blockquote>美国劳工部周四报告称，随着美国就业市场走出大流行时代的低谷，上周每周申请失业救济人数大幅下降，创下 52 年来的新低。</blockquote></p><p> Initial filings for unemployment insurance totaled 184,000 for the week ended Dec. 4, the lowest going back to Sept. 6, 1969, which saw 182,000.</p><p><blockquote>截至 12 月 4 日当周，首次申请失业保险的人数总数为 184,000 人，这是自 1969 年 9 月 6 日以来的最低水平，当时有 182,000 人。</blockquote></p><p> Initial claims for unemployment insurance were expected to total 211,000 for the week ended Dec. 4, according to a Dow Jones economist survey.</p><p><blockquote>根据道琼斯经济学人的一项调查，截至 12 月 4 日当周，首次申请失业保险的人数预计将达到 211,000 人。</blockquote></p><p> Meanwhile, a deal to avert U.S. debt default and raise the federal government's $28.9 trillion debt limit will be tested on Thursday in the Senate when the full chamber votes on whether to approve the measure.</p><p><blockquote>与此同时，避免美国债务违约并提高联邦政府 28.9 万亿美元债务上限的协议将于周四在参议院接受测试，届时众议院将就是否批准该措施进行投票。</blockquote></p><p> <b>Stocks making the biggest moves premarket: </b></p><p><blockquote><b>盘前波动最大的股票：</b></blockquote></p><p> <b>GameStop(GME)</b> – GameStop shares slid 5.6% in premarket trading after the videogame retailer posted a wider loss compared with a year earlier and also disclosed an August subpoena from the SEC involving the trading of its shares.</p><p><blockquote><b>游戏驿站（GME）</b>– 游戏驿站股价在盘前交易中下跌 5.6%，此前这家视频游戏零售商公布的亏损较去年同期扩大，并披露了美国证券交易委员会 8 月份发出的涉及其股票交易的传票。</blockquote></p><p> <b>Lucid Group(LCID)</b> – Lucid shares tumbled 6.5% in the premarket after the electric vehicle maker announced a $1.75 billion offering of convertible senior notes.</p><p><blockquote><b>Lucid集团(LCID)</b>– 电动汽车制造商 Lucid 宣布发行 17.5 亿美元的可转换优先票据后，其股价在盘前暴跌 6.5%。</blockquote></p><p> <b>FuboTV(FUBO) </b>– The video streaming company was rated “overweight” in new coverage at J.P. Morgan Securities, based on Fubo’s sports-centered offerings as a differentiating factor. The stock jumped 2.8% in premarket action.</p><p><blockquote><b>富博TV（富博）</b>- 在摩根大通证券（J.P. Morgan Securities）的最新报道中，这家视频流媒体公司被评为 “跑赢大盘”，因为 Fubo 以体育为中心的产品是其差异化因素。该股在盘前交易中上涨 2.8%。</blockquote></p><p> <b>CVS Health(CVS)</b> – The drug store operator issued new guidance ahead of its investor day, saying it expects a 2022 adjusted profit of $8.10 to $8.30 per share compared with an $8.24 consensus estimate and better-than-expected revenue. CVS also raised its 2021 outlook, and the shares rallied 2.6% in the premarket.</p><p><blockquote><b>CVS健康（CVS）</b>– 这家药店运营商在投资者日之前发布了新的指引，表示预计 2022 年调整后每股利润为 8.10 美元至 8.30 美元，而市场普遍预期为 8.24 美元，收入好于预期。CVS 还上调了 2021 年展望，盘前股价上涨 2.6%。</blockquote></p><p> <b>Hormel(HRL)</b> – The food producer beat estimates by a penny with quarterly earnings of 51 cents per share, and revenue that also topped Wall Street forecasts. Hormel saw double-digit growth across all of its business segments, and shares rose 1% in premarket trading.</p><p><blockquote><b>荷美尔(HRL)</b>– 这家食品生产商的季度收益为每股 51 美分，超出预期 1 美分，收入也超出了华尔街的预期。荷美尔所有业务部门均实现两位数增长，股价在盘前交易中上涨 1%。</blockquote></p><p> <b>RH(RH)</b> – The company formerly known as Restoration Hardware reported adjusted quarterly earnings of $7.03 per share, 40 cents above estimates, while the luxury home furnishings retailer’s revenue beat forecasts. RH also lifted the low end of its revenue outlook. RH surged 11% in premarket action.</p><p><blockquote><b>相对湿度</b>- 这家前身为 Restoration Hardware 的公司公布的调整后季度收益为每股 7.03 美元，比预期高出 40 美分，而这家豪华家居零售商的收入则超出了预期。RH 还提高了收入前景的下限。RH 在盘前交易中飙升 11%。</blockquote></p><p> <b>Rent The Runway(RENT)</b> – Rent The Runway tumbled 8.2% in the premarket after the fashion rental company posted a loss that was wider than a year ago and reported subscriber numbers that have not yet returned to pre-pandemic levels. Sales did surge 66% over the same quarter a year ago.</p><p><blockquote><b>出租跑道（出租）</b>– Rent the Runway 在盘前暴跌 8.2%，此前这家时尚租赁公司公布的亏损幅度比一年前更大，并且报告的用户数量尚未恢复到大流行前的水平。销售额确实比去年同期飙升了 66%。</blockquote></p><p> <b>Apple(AAPL)</b> – Apple won an appeals court decision that delays changes to its App Store. An earlier ruling had ordered Apple to allow developers to offer payment alternatives outside of the App Store, stemming from its legal dispute with “Fortnite” developer Epic Games. Separately, Apple is closing in on a $3 trillion valuation, which will be achieved when the share price hits $182.86.</p><p><blockquote><b>苹果（AAPL）</b>– 苹果赢得了上诉法院的裁决，推迟了对其 App Store 的更改。早些时候的一项裁决命令苹果允许开发者在 App Store 之外提供支付替代方案，原因是该公司与《堡垒之夜》开发商 Epic Games 发生了法律纠纷。另外，苹果的估值正在接近 3 万亿美元，当股价达到 182.86 美元时，这一估值将实现。</blockquote></p><p> <b>Amazon(AMZN)</b>&nbsp;–&nbsp;Italy's antitrust said on Thursday it had fined e-commerce giant Amazon 1.13 billion euros ($1.28 billion) for alleged abuse of market dominance.</p><p><blockquote><b>亚马逊（AMZN）</b>– 意大利反垄断机构周四表示，因涉嫌滥用市场支配地位，已对电子商务巨头亚马逊处以 11.3 亿欧元（12.8 亿美元）的罚款。</blockquote></p><p> <b>AstraZeneca(AZN)</b> – The drug maker’s Covid-19 antibody treatment won FDA approval for patients who cannot achieve adequate protection from vaccination.</p><p><blockquote><b>阿斯利康(AZN)</b>- 该制药商的 Covid-19 抗体疗法获得了 FDA 的批准，适用于无法从疫苗接种中获得足够保护的患者。</blockquote></p><p> <b>LabCorp(LH)</b> – The medical lab operator announced a number of steps to enhance shareholder value, including the initiation of a dividend in the second quarter of 2022 and the authorization of a $2.5 billion share repurchase program.</p><p><blockquote><b>实验室公司(LH)</b>– 这家医学实验室运营商宣布了一系列提升股东价值的措施，包括在 2022 年第二季度开始派发股息以及授权 25 亿美元的股票回购计划。</blockquote></p><p> <b>UiPath(PATH)</b>&nbsp;–&nbsp;UiPath stock dropped 1.5% in premarket trading&nbsp;even as the “software robots” provider’s quarterly results topped Wall Street expectations.</p><p><blockquote><b>UiPath(路径)</b>- 尽管 “软件机器人 ”提供商 UiPath 的季度业绩超出了华尔街的预期，但其股价在盘前交易中仍下跌了 1.5%。</blockquote></p><p> <b>Yum Brands(YUM)</b> – The parent of KFC, Pizza Hut and Taco Bell was upgraded to “overweight” from “neutral” at Atlantic Equities, which sees the possibility of rising returns from the restaurant chain and calls Yum its favored name in the quick-service restaurant category. Yum rose 1% in the premarket.</p><p><blockquote><b>百胜餐饮集团（百胜）</b>- 大西洋股票公司（Atlantic Equities）将肯德基、必胜客和塔可钟的母公司评级从 “中性 ”升级为 “跑赢大盘 ”，该公司认为这家连锁餐厅的回报率可能会上升，而评级百胜则是其在快餐店类别中最喜欢的名字。百胜在盘前上涨1%。</blockquote></p><p> <b>Pear Therapeutics(PEAR)</b>&nbsp;–&nbsp;Pear Therapeutics shares soared 30% in premarket trading.Prescription digital therapeutics company&nbsp;Pear Therapeutics&nbsp;began trading on Nasdaq Monday after wrapping up its merger with special-purpose acquisition company&nbsp;Thimble Point Acquisition Corp.&nbsp;last week.</p><p><blockquote><b>梨疗法（PEAR）</b>– Pear Therapeutics 股价在盘前交易中飙升 30%。处方数字治疗公司 Pear Therapeutics 在上周完成与特殊目的收购公司 Thimble Point Acquisition Corp. 的合并后，于周一开始在纳斯达克交易。</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>Toplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的顶线</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\">\nToplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的顶线</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\">2021-12-09 21:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S.&nbsp;stock-index futures hold solid losses after initial jobless claims come in at 184,000.</p><p><blockquote>首次申请失业救济人数达到 184,000 人后，美国股指期货持续下跌。</blockquote></p><p> At 8:34 a.m. ET, Dow e-minis were down 168 points, or 0.47%, S&amp;P 500 e-minis were down 21 points, or 0.45%, and Nasdaq 100 e-minis were down 80.5 points, or 0.49%.</p><p><blockquote>美国东部时间上午 8:34，道琼斯电子迷你指数下跌 168 点，跌幅 0.47%，标普500电子迷你指数下跌 21 点，跌幅 0.45%，纳斯达克 100 电子迷你指数下跌 80.5 点，跌幅 0.49%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e48b5d3abdc91abde117585acac09b40\" tg-width=\"401\" tg-height=\"184\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Weekly jobless claims reached tumbled last week, reaching a fresh 52-year low as the U.S. jobs market climbs out of its pandemic-era hole, the Labor Department reported Thursday.</p><p><blockquote>美国劳工部周四报告称，随着美国就业市场走出大流行时代的低谷，上周每周申请失业救济人数大幅下降，创下 52 年来的新低。</blockquote></p><p> Initial filings for unemployment insurance totaled 184,000 for the week ended Dec. 4, the lowest going back to Sept. 6, 1969, which saw 182,000.</p><p><blockquote>截至 12 月 4 日当周，首次申请失业保险的人数总数为 184,000 人，这是自 1969 年 9 月 6 日以来的最低水平，当时有 182,000 人。</blockquote></p><p> Initial claims for unemployment insurance were expected to total 211,000 for the week ended Dec. 4, according to a Dow Jones economist survey.</p><p><blockquote>根据道琼斯经济学人的一项调查，截至 12 月 4 日当周，首次申请失业保险的人数预计将达到 211,000 人。</blockquote></p><p> Meanwhile, a deal to avert U.S. debt default and raise the federal government's $28.9 trillion debt limit will be tested on Thursday in the Senate when the full chamber votes on whether to approve the measure.</p><p><blockquote>与此同时，避免美国债务违约并提高联邦政府 28.9 万亿美元债务上限的协议将于周四在参议院接受测试，届时众议院将就是否批准该措施进行投票。</blockquote></p><p> <b>Stocks making the biggest moves premarket: </b></p><p><blockquote><b>盘前波动最大的股票：</b></blockquote></p><p> <b>GameStop(GME)</b> – GameStop shares slid 5.6% in premarket trading after the videogame retailer posted a wider loss compared with a year earlier and also disclosed an August subpoena from the SEC involving the trading of its shares.</p><p><blockquote><b>游戏驿站（GME）</b>– 游戏驿站股价在盘前交易中下跌 5.6%，此前这家视频游戏零售商公布的亏损较去年同期扩大，并披露了美国证券交易委员会 8 月份发出的涉及其股票交易的传票。</blockquote></p><p> <b>Lucid Group(LCID)</b> – Lucid shares tumbled 6.5% in the premarket after the electric vehicle maker announced a $1.75 billion offering of convertible senior notes.</p><p><blockquote><b>Lucid集团(LCID)</b>– 电动汽车制造商 Lucid 宣布发行 17.5 亿美元的可转换优先票据后，其股价在盘前暴跌 6.5%。</blockquote></p><p> <b>FuboTV(FUBO) </b>– The video streaming company was rated “overweight” in new coverage at J.P. Morgan Securities, based on Fubo’s sports-centered offerings as a differentiating factor. The stock jumped 2.8% in premarket action.</p><p><blockquote><b>富博TV（富博）</b>- 在摩根大通证券（J.P. Morgan Securities）的最新报道中，这家视频流媒体公司被评为 “跑赢大盘”，因为 Fubo 以体育为中心的产品是其差异化因素。该股在盘前交易中上涨 2.8%。</blockquote></p><p> <b>CVS Health(CVS)</b> – The drug store operator issued new guidance ahead of its investor day, saying it expects a 2022 adjusted profit of $8.10 to $8.30 per share compared with an $8.24 consensus estimate and better-than-expected revenue. CVS also raised its 2021 outlook, and the shares rallied 2.6% in the premarket.</p><p><blockquote><b>CVS健康（CVS）</b>– 这家药店运营商在投资者日之前发布了新的指引，表示预计 2022 年调整后每股利润为 8.10 美元至 8.30 美元，而市场普遍预期为 8.24 美元，收入好于预期。CVS 还上调了 2021 年展望，盘前股价上涨 2.6%。</blockquote></p><p> <b>Hormel(HRL)</b> – The food producer beat estimates by a penny with quarterly earnings of 51 cents per share, and revenue that also topped Wall Street forecasts. Hormel saw double-digit growth across all of its business segments, and shares rose 1% in premarket trading.</p><p><blockquote><b>荷美尔(HRL)</b>– 这家食品生产商的季度收益为每股 51 美分，超出预期 1 美分，收入也超出了华尔街的预期。荷美尔所有业务部门均实现两位数增长，股价在盘前交易中上涨 1%。</blockquote></p><p> <b>RH(RH)</b> – The company formerly known as Restoration Hardware reported adjusted quarterly earnings of $7.03 per share, 40 cents above estimates, while the luxury home furnishings retailer’s revenue beat forecasts. RH also lifted the low end of its revenue outlook. RH surged 11% in premarket action.</p><p><blockquote><b>相对湿度</b>- 这家前身为 Restoration Hardware 的公司公布的调整后季度收益为每股 7.03 美元，比预期高出 40 美分，而这家豪华家居零售商的收入则超出了预期。RH 还提高了收入前景的下限。RH 在盘前交易中飙升 11%。</blockquote></p><p> <b>Rent The Runway(RENT)</b> – Rent The Runway tumbled 8.2% in the premarket after the fashion rental company posted a loss that was wider than a year ago and reported subscriber numbers that have not yet returned to pre-pandemic levels. Sales did surge 66% over the same quarter a year ago.</p><p><blockquote><b>出租跑道（出租）</b>– Rent the Runway 在盘前暴跌 8.2%，此前这家时尚租赁公司公布的亏损幅度比一年前更大，并且报告的用户数量尚未恢复到大流行前的水平。销售额确实比去年同期飙升了 66%。</blockquote></p><p> <b>Apple(AAPL)</b> – Apple won an appeals court decision that delays changes to its App Store. An earlier ruling had ordered Apple to allow developers to offer payment alternatives outside of the App Store, stemming from its legal dispute with “Fortnite” developer Epic Games. Separately, Apple is closing in on a $3 trillion valuation, which will be achieved when the share price hits $182.86.</p><p><blockquote><b>苹果（AAPL）</b>– 苹果赢得了上诉法院的裁决，推迟了对其 App Store 的更改。早些时候的一项裁决命令苹果允许开发者在 App Store 之外提供支付替代方案，原因是该公司与《堡垒之夜》开发商 Epic Games 发生了法律纠纷。另外，苹果的估值正在接近 3 万亿美元，当股价达到 182.86 美元时，这一估值将实现。</blockquote></p><p> <b>Amazon(AMZN)</b>&nbsp;–&nbsp;Italy's antitrust said on Thursday it had fined e-commerce giant Amazon 1.13 billion euros ($1.28 billion) for alleged abuse of market dominance.</p><p><blockquote><b>亚马逊（AMZN）</b>– 意大利反垄断机构周四表示，因涉嫌滥用市场支配地位，已对电子商务巨头亚马逊处以 11.3 亿欧元（12.8 亿美元）的罚款。</blockquote></p><p> <b>AstraZeneca(AZN)</b> – The drug maker’s Covid-19 antibody treatment won FDA approval for patients who cannot achieve adequate protection from vaccination.</p><p><blockquote><b>阿斯利康(AZN)</b>- 该制药商的 Covid-19 抗体疗法获得了 FDA 的批准，适用于无法从疫苗接种中获得足够保护的患者。</blockquote></p><p> <b>LabCorp(LH)</b> – The medical lab operator announced a number of steps to enhance shareholder value, including the initiation of a dividend in the second quarter of 2022 and the authorization of a $2.5 billion share repurchase program.</p><p><blockquote><b>实验室公司(LH)</b>– 这家医学实验室运营商宣布了一系列提升股东价值的措施，包括在 2022 年第二季度开始派发股息以及授权 25 亿美元的股票回购计划。</blockquote></p><p> <b>UiPath(PATH)</b>&nbsp;–&nbsp;UiPath stock dropped 1.5% in premarket trading&nbsp;even as the “software robots” provider’s quarterly results topped Wall Street expectations.</p><p><blockquote><b>UiPath(路径)</b>- 尽管 “软件机器人 ”提供商 UiPath 的季度业绩超出了华尔街的预期，但其股价在盘前交易中仍下跌了 1.5%。</blockquote></p><p> <b>Yum Brands(YUM)</b> – The parent of KFC, Pizza Hut and Taco Bell was upgraded to “overweight” from “neutral” at Atlantic Equities, which sees the possibility of rising returns from the restaurant chain and calls Yum its favored name in the quick-service restaurant category. Yum rose 1% in the premarket.</p><p><blockquote><b>百胜餐饮集团（百胜）</b>- 大西洋股票公司（Atlantic Equities）将肯德基、必胜客和塔可钟的母公司评级从 “中性 ”升级为 “跑赢大盘 ”，该公司认为这家连锁餐厅的回报率可能会上升，而评级百胜则是其在快餐店类别中最喜欢的名字。百胜在盘前上涨1%。</blockquote></p><p> <b>Pear Therapeutics(PEAR)</b>&nbsp;–&nbsp;Pear Therapeutics shares soared 30% in premarket trading.Prescription digital therapeutics company&nbsp;Pear Therapeutics&nbsp;began trading on Nasdaq Monday after wrapping up its merger with special-purpose acquisition company&nbsp;Thimble Point Acquisition Corp.&nbsp;last week.</p><p><blockquote><b>梨疗法（PEAR）</b>– Pear Therapeutics 股价在盘前交易中飙升 30%。处方数字治疗公司 Pear Therapeutics 在上周完成与特殊目的收购公司 Thimble Point Acquisition Corp. 的合并后，于周一开始在纳斯达克交易。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PATH":"UiPath","CVS":"西维斯健康","HRL":"荷美尔",".SPX":"S&P 500 Index","FUBO":"fuboTV Inc.","AZN":"阿斯利康","LCID":"Lucid Group Inc","YUM":"Yum Brands","PEAR":"Pear Therapeutics","AMZN":"亚马逊","RH":"RH",".DJI":"道琼斯","LH":"徕博科","RENT":"Rent the Runway, Inc.","GME":"游戏驿站","AAPL":"苹果",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163175495","content_text":"U.S. stock-index futures hold solid losses after initial jobless claims come in at 184,000.\nAt 8:34 a.m. ET, Dow e-minis were down 168 points, or 0.47%, S&P 500 e-minis were down 21 points, or 0.45%, and Nasdaq 100 e-minis were down 80.5 points, or 0.49%.\n\nWeekly jobless claims reached tumbled last week, reaching a fresh 52-year low as the U.S. jobs market climbs out of its pandemic-era hole, the Labor Department reported Thursday.\nInitial filings for unemployment insurance totaled 184,000 for the week ended Dec. 4, the lowest going back to Sept. 6, 1969, which saw 182,000.\nInitial claims for unemployment insurance were expected to total 211,000 for the week ended Dec. 4, according to a Dow Jones economist survey.\nMeanwhile, a deal to avert U.S. debt default and raise the federal government's $28.9 trillion debt limit will be tested on Thursday in the Senate when the full chamber votes on whether to approve the measure.\nStocks making the biggest moves premarket: \nGameStop(GME) – GameStop shares slid 5.6% in premarket trading after the videogame retailer posted a wider loss compared with a year earlier and also disclosed an August subpoena from the SEC involving the trading of its shares.\nLucid Group(LCID) – Lucid shares tumbled 6.5% in the premarket after the electric vehicle maker announced a $1.75 billion offering of convertible senior notes.\nFuboTV(FUBO) – The video streaming company was rated “overweight” in new coverage at J.P. Morgan Securities, based on Fubo’s sports-centered offerings as a differentiating factor. The stock jumped 2.8% in premarket action.\nCVS Health(CVS) – The drug store operator issued new guidance ahead of its investor day, saying it expects a 2022 adjusted profit of $8.10 to $8.30 per share compared with an $8.24 consensus estimate and better-than-expected revenue. CVS also raised its 2021 outlook, and the shares rallied 2.6% in the premarket.\nHormel(HRL) – The food producer beat estimates by a penny with quarterly earnings of 51 cents per share, and revenue that also topped Wall Street forecasts. Hormel saw double-digit growth across all of its business segments, and shares rose 1% in premarket trading.\nRH(RH) – The company formerly known as Restoration Hardware reported adjusted quarterly earnings of $7.03 per share, 40 cents above estimates, while the luxury home furnishings retailer’s revenue beat forecasts. RH also lifted the low end of its revenue outlook. RH surged 11% in premarket action.\nRent The Runway(RENT) – Rent The Runway tumbled 8.2% in the premarket after the fashion rental company posted a loss that was wider than a year ago and reported subscriber numbers that have not yet returned to pre-pandemic levels. Sales did surge 66% over the same quarter a year ago.\nApple(AAPL) – Apple won an appeals court decision that delays changes to its App Store. An earlier ruling had ordered Apple to allow developers to offer payment alternatives outside of the App Store, stemming from its legal dispute with “Fortnite” developer Epic Games. Separately, Apple is closing in on a $3 trillion valuation, which will be achieved when the share price hits $182.86.\nAmazon(AMZN) – Italy's antitrust said on Thursday it had fined e-commerce giant Amazon 1.13 billion euros ($1.28 billion) for alleged abuse of market dominance.\nAstraZeneca(AZN) – The drug maker’s Covid-19 antibody treatment won FDA approval for patients who cannot achieve adequate protection from vaccination.\nLabCorp(LH) – The medical lab operator announced a number of steps to enhance shareholder value, including the initiation of a dividend in the second quarter of 2022 and the authorization of a $2.5 billion share repurchase program.\nUiPath(PATH) – UiPath stock dropped 1.5% in premarket trading even as the “software robots” provider’s quarterly results topped Wall Street expectations.\nYum Brands(YUM) – The parent of KFC, Pizza Hut and Taco Bell was upgraded to “overweight” from “neutral” at Atlantic Equities, which sees the possibility of rising returns from the restaurant chain and calls Yum its favored name in the quick-service restaurant category. Yum rose 1% in the premarket.\nPear Therapeutics(PEAR) – Pear Therapeutics shares soared 30% in premarket trading.Prescription digital therapeutics company Pear Therapeutics began trading on Nasdaq Monday after wrapping up its merger with special-purpose acquisition company Thimble Point Acquisition Corp. last week.","news_type":1,"symbols_score_info":{"PATH":0.9,"LH":0.9,"AZN":0.9,"AAPL":0.9,"FUBO":0.9,"ESmain":0.9,"RENT":0.9,"NQmain":0.9,"GME":0.9,"YUM":0.9,"PEAR":0.9,"AMZN":0.9,"HRL":0.9,".IXIC":0.9,".SPX":0.9,"YMmain":0.9,"RH":0.9,".DJI":0.9,"CVS":0.9,"LCID":0.9}},"isVote":1,"tweetType":1,"viewCount":3753,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602975042,"gmtCreate":1638965980233,"gmtModify":1638966080507,"author":{"id":"3575758612828517","authorId":"3575758612828517","name":"PoptartBob","avatar":"https://static.tigerbbs.com/10ff2a5007f83b4e55eb5a9ab7cbfbd0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575758612828517","authorIdStr":"3575758612828517"},"themes":[],"title":"","htmlText":"good onee","listText":"good onee","text":"good onee","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/602975042","repostId":"1110807624","repostType":4,"repost":{"id":"1110807624","kind":"news","pubTimestamp":1638965732,"share":"https://www.laohunote.com/m/news/1110807624?lang=zh_CN&edition=full","pubTime":"2021-12-08 20:15","market":"us","language":"en","title":"Why Lordstown Stock Might Fall Even Further<blockquote>为什么洛兹敦股价可能进一步下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1110807624","media":"Seeking Alpha","summary":"Summary\n\nLordstown Motors is a pre-revenue electric vehicle company. It had controversy in the past ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Lordstown Motors is a pre-revenue electric vehicle company. It had controversy in the past but is moving forward with a new CEO.</li>  <li>Commercial production of the Endurance electric truck is expected to begin in Q3 2022 and scale to ~30,000 trucks in 2023.</li>  <li>But that's not nearly enough scale to reach profitability. Their financials suggest they will continue to burn cash for several years.</li>  <li>Down more than 80% from highs, the stock still looks overvalued.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/177cda1ae36b24dd7931e23fa6e9f667\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Tasos Katopodis/Getty Images News</span></p><p><blockquote><ul><li>Lordstown Motors 是一家营收前电动汽车公司。该公司过去曾有过争议，但正在与新首席执行官一起前进。</li><li>Endurance 电动卡车的商业生产预计将于 2022 年第三季度开始，到 2023 年规模将达到约 30,000 辆卡车。</li><li>但这还不足以实现盈利。他们的财务状况表明，他们将在未来几年内继续烧钱。</li><li>该股较高点下跌 80% 以上，但看起来仍被高估。</li></ul><p class=\"t-img-caption\"><span>塔索斯·卡托波迪斯/盖蒂图片社新闻</span></p></blockquote></p><p> <b>Lordstown's Rocky start</b></p><p><blockquote><b>洛兹敦坎坷的开局</b></blockquote></p><p> Lordstown Motors (RIDE) is a pre-revenue EV company that is launching the Endurance electric truck next year with commercial production expected in Q3. That date was&nbsp;delayed&nbsp;from fall 2020 last year, and they were&nbsp;accused&nbsp;by a short-seller of faking or mispresenting some of the 100,000 pre-orders they claimed.</p><p><blockquote>Lordstown Motors (RIDE) 是一家营收前电动汽车公司，将于明年推出 Endurance 电动卡车，预计第三季度进行商业生产。该日期从去年 2020 年秋季推迟，他们被卖空者指控伪造或虚报了他们声称的 10 万份预购订单中的一些。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35dc55d82d6dcb02aa388fbd9af62089\" tg-width=\"640\" tg-height=\"320\" width=\"100%\" height=\"auto\"><span>Source: Business Insider</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：商业内幕</span></p></blockquote></p><p> But that was under the previous CEO and founder Steve Burns who resigned in June. Lordstown brought in former Icahn Automotive CEO Daniel Ninivaggi as the new chief executive. There has only been a one-quarter delay in production since then.</p><p><blockquote>但那是在前任首席执行官兼创始人史蒂夫·伯恩斯 (Steve Burns) 的领导下，他于 6 月辞职。洛兹敦聘请前伊坎汽车公司首席执行官丹尼尔·尼尼瓦吉 (Daniel Ninivaggi) 担任新任首席执行官。自那以后，生产只延迟了四分之一。</blockquote></p><p> They recently entered a&nbsp;partnership&nbsp;with Foxconn, who will buy their production facility for $230 million and act as their contract manufacturer. This solves their near-term cash need but could lower their margin because Foxconn has to make a profit on each car as the manufacturer.</p><p><blockquote>他们最近与富士康建立了合作伙伴关系，富士康将以2.3亿美元购买他们的生产设施，并作为他们的合同制造商。这解决了他们近期的现金需求，但可能会降低他们的利润率，因为富士康作为制造商必须从每辆车上获利。</blockquote></p><p> With the stock down 80% from all-time highs and a market cap under $1B, you might expect this to be an undervalued stock in the EV sector. But the numbers suggest that even if they hit their production timeline, it won't justify their current valuation.</p><p><blockquote>由于该股较历史高点下跌了 80%，市值低于 10 亿美元，您可能会认为这是电动汽车行业中被低估的股票。但数字表明，即使他们达到了生产时间表，也无法证明他们目前的估值是合理的。</blockquote></p><p> \"Bull Case\" for Lordstown</p><p><blockquote>洛兹敦的“牛市案例”</blockquote></p><p> It's hard to make early-stage projections, but let's try being generous. Assume there are no more delays, and production is scaled to meet the higher end of wall street revenue estimates, which would be 35,000 cars x $55,000 = $1.9 billion of revenue in 2023. That sounds like a lot compared to their $800M market cap, but they're not in a high-margin business.</p><p><blockquote>很难做出早期预测，但让我们试着慷慨一点。假设不再有延误，并且产量扩大以满足华尔街收入预期的高端，即 2023 年收入为 35,000 辆汽车 x 55,000 美元 = 19 亿美元。与他们 8 亿美元的市值相比，这听起来很多，但他们并不是一个高利润的行业。</blockquote></p><p> Most automakers have&nbsp;gross margins&nbsp;in the 10-20% range, but trucks usually have a higher margin than other vehicles. So, assume Lordstown can match the 25% gross margin of the best-selling truck, the FordF-150. That also happens to be the approximate gross margin of Tesla(NASDAQ:TSLA).</p><p><blockquote>大多数汽车制造商的毛利率在10-20%之间，但卡车的毛利率通常高于其他车辆。因此，假设洛兹敦可以与最畅销卡车福特F-150的25%毛利率相媲美。这也恰好是特斯拉（纳斯达克股票代码：TSLA）的大致毛利率。</blockquote></p><p> That leaves them with $1.9B x 25% = $475 million of gross profit in 2023. The problem is that, just in&nbsp;2021, they will spend $110M on selling, general and administrative expenses, another $330M on R&amp;D, and $380M in capital expenditures. We could assume CapEx will be lower in the future because they are outsourcing production, but keep in mind that Foxconn will now make a profit on each car they produce, so it still ends up as a cost to Lordstown. Meaning that if CapEx is lower in the future because production is outsourced, the gross margin will likely be lower than 25%.</p><p><blockquote>这使得他们 2023 年的毛利润为 1.9B x 25% = 4.75 亿美元。问题是，仅在2021年，他们将在销售、一般和管理费用上花费1.1亿美元，在R&amp;D上花费3.3亿美元，在资本支出上花费3.8亿美元。我们可以假设未来资本支出会更低，因为他们正在外包生产，但请记住，富士康现在将从他们生产的每辆汽车中获利，因此这仍然是洛兹敦的成本。这意味着如果未来由于生产外包而资本支出较低，毛利率可能会低于25%。</blockquote></p><p> Those numbers suggest Lordstown will be burning cash in 2023 even if costs remain flat, which is a generous assumption since they are trending upwards as the company grows.</p><p><blockquote>这些数字表明，即使成本保持不变，洛兹敦也将在 2023 年烧钱，这是一个慷慨的假设，因为随着公司的发展，成本呈上升趋势。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3075377f53a7595962bd05cac35db301\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> So, even if Lordstown meets the production schedule, can make the same margin as the most successful truck brands, and keep costs flat, they might lose $100M or more in 2023, which is still 2 years away.</p><p><blockquote>因此，即使 Lordstown 满足生产计划，能够获得与最成功的卡车品牌相同的利润率，并保持成本持平，他们在 2023 年可能会损失 1 亿美元或更多，而这还需要 2 年时间。</blockquote></p><p> <b>The Competition</b></p><p><blockquote><b>竞争</b></blockquote></p><p> If they won't be profitable in the next several years, the $800M value of the company must be justified by growth in the years beyond. The production facility now owned by Foxconn is said to have a&nbsp;capacity&nbsp;of 400,000 vehicles, so if they could scale beyond 35,000 vehicles after 2023 and control costs they could eventually be profitable. But once production is no longer an issue, sales and margin will be. They have stiff competition. Most notable is Tesla's Cybertruck.</p><p><blockquote>如果他们在未来几年内无法盈利，那么该公司 8 亿美元的价值必须通过未来几年的增长来证明其合理性。富士康目前拥有的生产设施据称产能为 40 万辆汽车，因此如果他们能够在 2023 年后规模超过 35,000 辆并控制成本，他们最终可能会实现盈利。但一旦生产不再是问题，销售和利润率就会成为问题。他们有激烈的竞争。最引人注目的是特斯拉的 Cybertruck。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/46c0ffd71c607f7dc2fe449a168d3f15\" tg-width=\"640\" tg-height=\"303\" width=\"100%\" height=\"auto\"><span>Source: electrek.co</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：electrek.co</span></p></blockquote></p><p></p><p> Its production&nbsp;timeline&nbsp;is similar to Lordstown's Endurance - production beginning in 2022 and scaling in 2023. The caveat is that Tesla is a trillion-dollar company that has&nbsp;spent&nbsp;2x Lordstown's current market cap just in R&amp;D over the past twelve months. That wasn't all on the Cybertruck, but it shows how much bigger the competition is.</p><p><blockquote>其生产时间表与 Lordstown 的 Endurance 类似——2022 年开始生产，2023 年扩大规模。需要注意的是，特斯拉是一家市值万亿美元的公司，在过去 12 个月里，仅在研发上的支出就是洛兹敦当前市值的 2 倍。这并不是 Cybertruck 的全部，但它表明竞争有多么激烈。</blockquote></p><p> Tesla is just the start. Rivian (RIVN) is another $90B market cap company launching an electric truck next year. Ford (F) expects to be producing 80,000 electric F150's in 2023, more than double Lordstown. General Motors (GM) is launching the first electric hummer this month and will bring an electric version of the Chevy Silverado to market in 2023.</p><p><blockquote>特斯拉只是一个开始。Rivian (RIVN) 是另一家市值 900 亿美元的公司，将于明年推出电动卡车。福特 (F) 预计到 2023 年将生产 80,000 辆电动 F150，是 Lordstown 的两倍多。通用汽车 (GM) 将于本月推出首款电动悍马，并将于 2023 年将雪佛兰索罗德的电动版本推向市场。</blockquote></p><p> Rivian&nbsp;plans&nbsp;to scale production to 150,000 by late 2023. Ford expects 80,000. Elon Musk&nbsp;thinks&nbsp;Tesla can produce 200,000-300,000 Cybertrucks, but analysts at Morgan Stanley&nbsp;estimate&nbsp;more like 100,000. GM will likely be capable of 50,000-100,000. That's 300,000-500,000 units from those 4 alone compared to 3,000,000 in annual US&nbsp;pickup truck sales. Electric car adoption is currently only&nbsp;2%(though growing fast) in the US, and those 4 competitors could have enough capacity for more than 10-15% of pickup sales to be electric by 2023.</p><p><blockquote>Rivian计划到 2023 年底将产量扩大到 15 万辆。福特预计8万。Elon Musk 认为特斯拉可以生产 20 万至 30 万辆 Cybertrucks，但摩根士丹利分析师估计更像是 10 万辆。通用汽车可能有能力生产 50,000-100,000 辆。仅这 4 款产品就售出了 30 万至 50 万辆，而美国皮卡年销量为 300 万辆。目前，美国电动汽车的采用率仅为 2%（尽管增长迅速），到 2023 年，这 4 个竞争对手可能有足够的产能使皮卡销量的 10-15% 以上实现电动汽车。</blockquote></p><p> Ram, the second best-selling pickup truck brand, will launch an&nbsp;electric truck&nbsp;in 2024.Toyota(NYSE:TM)&nbsp;and&nbsp;Nissan(OTCPK:NSANY)are also planning full-electric trucks. All those entrants to the electric truck market could mean that even if demand grows rapidly, supply might be high enough that Lordstown will have poor margins or never generate enough demand to scale further.</p><p><blockquote>第二畅销皮卡品牌 Ram 将于 2024 年推出电动卡车。丰田 (NYSE:TM) 和日产 (OTCPK:NSANY) 也在规划全电动卡车。所有这些电动卡车市场的进入者都可能意味着，即使需求快速增长，供应也可能足够高，以至于洛兹敦的利润率很低，或者永远无法产生足够的需求来进一步扩大规模。</blockquote></p><p> <b>Cash Burn</b></p><p><blockquote><b>现金消耗</b></blockquote></p><p> The other EV players are many times bigger than Lordstown and most importantly can easily access billions of investment capital. Lordstown has a fraction of the capital and will likely need to issue more shares in the future to raise cash.</p><p><blockquote>其他电动汽车企业比洛兹敦大很多倍，最重要的是可以轻松获得数十亿美元的投资资本。洛兹敦拥有一小部分资本，未来可能需要发行更多股票来筹集现金。</blockquote></p><p> If they sell 15,000 cars in 2022 with a 25% gross profit margin, that's ~$200 million in gross profit. Their annual cost base is at least $400M ($110M SG&amp;A + $200M R&amp;D + &gt;$100M CapEx). So, it's realistic to assume they earn $100-200M in gross profit and burn $200-300M in 2022.</p><p><blockquote>如果他们在 2022 年销售 15,000 辆汽车，毛利率为 25%，那么毛利润约为 2 亿美元。他们的年度成本基础至少为 4 亿美元（1.1 亿美元 SG&amp;A + 2 亿美元 R&amp;D + &gt; 1 亿美元资本支出）。因此，假设他们在2022年获得1-2亿美元的毛利润，并消耗2-3亿美元是现实的。</blockquote></p><p> They have&nbsp;$220M&nbsp;on the balance sheet already and will make $200M from the sale of their facility to Foxconn by 2022. It's possible they go through most of that cash by the end of 2023 and need to raise more capital. There's no certainty they will be close to profitable by 2024, so they might need even more for the years after. At which point, they will still be a fraction of their competitors. The ultimate concern is that they won't be able to reach a profitable scale before their capital runs out.</p><p><blockquote>他们的资产负债表上已经有 2.2 亿美元，到 2022 年，他们将通过将工厂出售给富士康赚取 2 亿美元。到 2023 年底，他们可能会用完大部分现金，需要筹集更多资金。目前还不能确定到 2024 年他们是否会接近盈利，因此未来几年他们可能需要更多。到那时，他们仍然是竞争对手的一小部分。最终的担忧是，在资本耗尽之前，他们无法达到盈利规模。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Betting on Lordstown Motors doesn't seem worth the risk when they have to compete in a difficult industry with rivals that outmatch them in capacity, R&amp;D, and access to capital. Even if they meet production targets without delay, they will lack scale and likely be unprofitable for many years. It seems like a long and unlikely road for this stock to succeed.</p><p><blockquote>当洛兹敦汽车公司不得不在一个困难的行业中与在产能、研发和资本获取方面超越他们的竞争对手竞争时，押注洛兹敦汽车公司似乎不值得冒这个风险。即使他们毫不拖延地实现了生产目标，他们也将缺乏规模，并且很可能多年无利可图。这只股票的成功之路似乎漫长而不太可能。</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 Lordstown Stock Might Fall Even Further<blockquote>为什么洛兹敦股价可能进一步下跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Lordstown Stock Might Fall Even Further<blockquote>为什么洛兹敦股价可能进一步下跌</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\">2021-12-08 20:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Lordstown Motors is a pre-revenue electric vehicle company. It had controversy in the past but is moving forward with a new CEO.</li>  <li>Commercial production of the Endurance electric truck is expected to begin in Q3 2022 and scale to ~30,000 trucks in 2023.</li>  <li>But that's not nearly enough scale to reach profitability. Their financials suggest they will continue to burn cash for several years.</li>  <li>Down more than 80% from highs, the stock still looks overvalued.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/177cda1ae36b24dd7931e23fa6e9f667\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Tasos Katopodis/Getty Images News</span></p><p><blockquote><ul><li>Lordstown Motors 是一家营收前电动汽车公司。该公司过去曾有过争议，但正在与新首席执行官一起前进。</li><li>Endurance 电动卡车的商业生产预计将于 2022 年第三季度开始，到 2023 年规模将达到约 30,000 辆卡车。</li><li>但这还不足以实现盈利。他们的财务状况表明，他们将在未来几年内继续烧钱。</li><li>该股较高点下跌 80% 以上，但看起来仍被高估。</li></ul><p class=\"t-img-caption\"><span>塔索斯·卡托波迪斯/盖蒂图片社新闻</span></p></blockquote></p><p> <b>Lordstown's Rocky start</b></p><p><blockquote><b>洛兹敦坎坷的开局</b></blockquote></p><p> Lordstown Motors (RIDE) is a pre-revenue EV company that is launching the Endurance electric truck next year with commercial production expected in Q3. That date was&nbsp;delayed&nbsp;from fall 2020 last year, and they were&nbsp;accused&nbsp;by a short-seller of faking or mispresenting some of the 100,000 pre-orders they claimed.</p><p><blockquote>Lordstown Motors (RIDE) 是一家营收前电动汽车公司，将于明年推出 Endurance 电动卡车，预计第三季度进行商业生产。该日期从去年 2020 年秋季推迟，他们被卖空者指控伪造或虚报了他们声称的 10 万份预购订单中的一些。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35dc55d82d6dcb02aa388fbd9af62089\" tg-width=\"640\" tg-height=\"320\" width=\"100%\" height=\"auto\"><span>Source: Business Insider</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：商业内幕</span></p></blockquote></p><p> But that was under the previous CEO and founder Steve Burns who resigned in June. Lordstown brought in former Icahn Automotive CEO Daniel Ninivaggi as the new chief executive. There has only been a one-quarter delay in production since then.</p><p><blockquote>但那是在前任首席执行官兼创始人史蒂夫·伯恩斯 (Steve Burns) 的领导下，他于 6 月辞职。洛兹敦聘请前伊坎汽车公司首席执行官丹尼尔·尼尼瓦吉 (Daniel Ninivaggi) 担任新任首席执行官。自那以后，生产只延迟了四分之一。</blockquote></p><p> They recently entered a&nbsp;partnership&nbsp;with Foxconn, who will buy their production facility for $230 million and act as their contract manufacturer. This solves their near-term cash need but could lower their margin because Foxconn has to make a profit on each car as the manufacturer.</p><p><blockquote>他们最近与富士康建立了合作伙伴关系，富士康将以2.3亿美元购买他们的生产设施，并作为他们的合同制造商。这解决了他们近期的现金需求，但可能会降低他们的利润率，因为富士康作为制造商必须从每辆车上获利。</blockquote></p><p> With the stock down 80% from all-time highs and a market cap under $1B, you might expect this to be an undervalued stock in the EV sector. But the numbers suggest that even if they hit their production timeline, it won't justify their current valuation.</p><p><blockquote>由于该股较历史高点下跌了 80%，市值低于 10 亿美元，您可能会认为这是电动汽车行业中被低估的股票。但数字表明，即使他们达到了生产时间表，也无法证明他们目前的估值是合理的。</blockquote></p><p> \"Bull Case\" for Lordstown</p><p><blockquote>洛兹敦的“牛市案例”</blockquote></p><p> It's hard to make early-stage projections, but let's try being generous. Assume there are no more delays, and production is scaled to meet the higher end of wall street revenue estimates, which would be 35,000 cars x $55,000 = $1.9 billion of revenue in 2023. That sounds like a lot compared to their $800M market cap, but they're not in a high-margin business.</p><p><blockquote>很难做出早期预测，但让我们试着慷慨一点。假设不再有延误，并且产量扩大以满足华尔街收入预期的高端，即 2023 年收入为 35,000 辆汽车 x 55,000 美元 = 19 亿美元。与他们 8 亿美元的市值相比，这听起来很多，但他们并不是一个高利润的行业。</blockquote></p><p> Most automakers have&nbsp;gross margins&nbsp;in the 10-20% range, but trucks usually have a higher margin than other vehicles. So, assume Lordstown can match the 25% gross margin of the best-selling truck, the FordF-150. That also happens to be the approximate gross margin of Tesla(NASDAQ:TSLA).</p><p><blockquote>大多数汽车制造商的毛利率在10-20%之间，但卡车的毛利率通常高于其他车辆。因此，假设洛兹敦可以与最畅销卡车福特F-150的25%毛利率相媲美。这也恰好是特斯拉（纳斯达克股票代码：TSLA）的大致毛利率。</blockquote></p><p> That leaves them with $1.9B x 25% = $475 million of gross profit in 2023. The problem is that, just in&nbsp;2021, they will spend $110M on selling, general and administrative expenses, another $330M on R&amp;D, and $380M in capital expenditures. We could assume CapEx will be lower in the future because they are outsourcing production, but keep in mind that Foxconn will now make a profit on each car they produce, so it still ends up as a cost to Lordstown. Meaning that if CapEx is lower in the future because production is outsourced, the gross margin will likely be lower than 25%.</p><p><blockquote>这使得他们 2023 年的毛利润为 1.9B x 25% = 4.75 亿美元。问题是，仅在2021年，他们将在销售、一般和管理费用上花费1.1亿美元，在R&amp;D上花费3.3亿美元，在资本支出上花费3.8亿美元。我们可以假设未来资本支出会更低，因为他们正在外包生产，但请记住，富士康现在将从他们生产的每辆汽车中获利，因此这仍然是洛兹敦的成本。这意味着如果未来由于生产外包而资本支出较低，毛利率可能会低于25%。</blockquote></p><p> Those numbers suggest Lordstown will be burning cash in 2023 even if costs remain flat, which is a generous assumption since they are trending upwards as the company grows.</p><p><blockquote>这些数字表明，即使成本保持不变，洛兹敦也将在 2023 年烧钱，这是一个慷慨的假设，因为随着公司的发展，成本呈上升趋势。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3075377f53a7595962bd05cac35db301\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> So, even if Lordstown meets the production schedule, can make the same margin as the most successful truck brands, and keep costs flat, they might lose $100M or more in 2023, which is still 2 years away.</p><p><blockquote>因此，即使 Lordstown 满足生产计划，能够获得与最成功的卡车品牌相同的利润率，并保持成本持平，他们在 2023 年可能会损失 1 亿美元或更多，而这还需要 2 年时间。</blockquote></p><p> <b>The Competition</b></p><p><blockquote><b>竞争</b></blockquote></p><p> If they won't be profitable in the next several years, the $800M value of the company must be justified by growth in the years beyond. The production facility now owned by Foxconn is said to have a&nbsp;capacity&nbsp;of 400,000 vehicles, so if they could scale beyond 35,000 vehicles after 2023 and control costs they could eventually be profitable. But once production is no longer an issue, sales and margin will be. They have stiff competition. Most notable is Tesla's Cybertruck.</p><p><blockquote>如果他们在未来几年内无法盈利，那么该公司 8 亿美元的价值必须通过未来几年的增长来证明其合理性。富士康目前拥有的生产设施据称产能为 40 万辆汽车，因此如果他们能够在 2023 年后规模超过 35,000 辆并控制成本，他们最终可能会实现盈利。但一旦生产不再是问题，销售和利润率就会成为问题。他们有激烈的竞争。最引人注目的是特斯拉的 Cybertruck。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/46c0ffd71c607f7dc2fe449a168d3f15\" tg-width=\"640\" tg-height=\"303\" width=\"100%\" height=\"auto\"><span>Source: electrek.co</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：electrek.co</span></p></blockquote></p><p></p><p> Its production&nbsp;timeline&nbsp;is similar to Lordstown's Endurance - production beginning in 2022 and scaling in 2023. The caveat is that Tesla is a trillion-dollar company that has&nbsp;spent&nbsp;2x Lordstown's current market cap just in R&amp;D over the past twelve months. That wasn't all on the Cybertruck, but it shows how much bigger the competition is.</p><p><blockquote>其生产时间表与 Lordstown 的 Endurance 类似——2022 年开始生产，2023 年扩大规模。需要注意的是，特斯拉是一家市值万亿美元的公司，在过去 12 个月里，仅在研发上的支出就是洛兹敦当前市值的 2 倍。这并不是 Cybertruck 的全部，但它表明竞争有多么激烈。</blockquote></p><p> Tesla is just the start. Rivian (RIVN) is another $90B market cap company launching an electric truck next year. Ford (F) expects to be producing 80,000 electric F150's in 2023, more than double Lordstown. General Motors (GM) is launching the first electric hummer this month and will bring an electric version of the Chevy Silverado to market in 2023.</p><p><blockquote>特斯拉只是一个开始。Rivian (RIVN) 是另一家市值 900 亿美元的公司，将于明年推出电动卡车。福特 (F) 预计到 2023 年将生产 80,000 辆电动 F150，是 Lordstown 的两倍多。通用汽车 (GM) 将于本月推出首款电动悍马，并将于 2023 年将雪佛兰索罗德的电动版本推向市场。</blockquote></p><p> Rivian&nbsp;plans&nbsp;to scale production to 150,000 by late 2023. Ford expects 80,000. Elon Musk&nbsp;thinks&nbsp;Tesla can produce 200,000-300,000 Cybertrucks, but analysts at Morgan Stanley&nbsp;estimate&nbsp;more like 100,000. GM will likely be capable of 50,000-100,000. That's 300,000-500,000 units from those 4 alone compared to 3,000,000 in annual US&nbsp;pickup truck sales. Electric car adoption is currently only&nbsp;2%(though growing fast) in the US, and those 4 competitors could have enough capacity for more than 10-15% of pickup sales to be electric by 2023.</p><p><blockquote>Rivian计划到 2023 年底将产量扩大到 15 万辆。福特预计8万。Elon Musk 认为特斯拉可以生产 20 万至 30 万辆 Cybertrucks，但摩根士丹利分析师估计更像是 10 万辆。通用汽车可能有能力生产 50,000-100,000 辆。仅这 4 款产品就售出了 30 万至 50 万辆，而美国皮卡年销量为 300 万辆。目前，美国电动汽车的采用率仅为 2%（尽管增长迅速），到 2023 年，这 4 个竞争对手可能有足够的产能使皮卡销量的 10-15% 以上实现电动汽车。</blockquote></p><p> Ram, the second best-selling pickup truck brand, will launch an&nbsp;electric truck&nbsp;in 2024.Toyota(NYSE:TM)&nbsp;and&nbsp;Nissan(OTCPK:NSANY)are also planning full-electric trucks. All those entrants to the electric truck market could mean that even if demand grows rapidly, supply might be high enough that Lordstown will have poor margins or never generate enough demand to scale further.</p><p><blockquote>第二畅销皮卡品牌 Ram 将于 2024 年推出电动卡车。丰田 (NYSE:TM) 和日产 (OTCPK:NSANY) 也在规划全电动卡车。所有这些电动卡车市场的进入者都可能意味着，即使需求快速增长，供应也可能足够高，以至于洛兹敦的利润率很低，或者永远无法产生足够的需求来进一步扩大规模。</blockquote></p><p> <b>Cash Burn</b></p><p><blockquote><b>现金消耗</b></blockquote></p><p> The other EV players are many times bigger than Lordstown and most importantly can easily access billions of investment capital. Lordstown has a fraction of the capital and will likely need to issue more shares in the future to raise cash.</p><p><blockquote>其他电动汽车企业比洛兹敦大很多倍，最重要的是可以轻松获得数十亿美元的投资资本。洛兹敦拥有一小部分资本，未来可能需要发行更多股票来筹集现金。</blockquote></p><p> If they sell 15,000 cars in 2022 with a 25% gross profit margin, that's ~$200 million in gross profit. Their annual cost base is at least $400M ($110M SG&amp;A + $200M R&amp;D + &gt;$100M CapEx). So, it's realistic to assume they earn $100-200M in gross profit and burn $200-300M in 2022.</p><p><blockquote>如果他们在 2022 年销售 15,000 辆汽车，毛利率为 25%，那么毛利润约为 2 亿美元。他们的年度成本基础至少为 4 亿美元（1.1 亿美元 SG&amp;A + 2 亿美元 R&amp;D + &gt; 1 亿美元资本支出）。因此，假设他们在2022年获得1-2亿美元的毛利润，并消耗2-3亿美元是现实的。</blockquote></p><p> They have&nbsp;$220M&nbsp;on the balance sheet already and will make $200M from the sale of their facility to Foxconn by 2022. It's possible they go through most of that cash by the end of 2023 and need to raise more capital. There's no certainty they will be close to profitable by 2024, so they might need even more for the years after. At which point, they will still be a fraction of their competitors. The ultimate concern is that they won't be able to reach a profitable scale before their capital runs out.</p><p><blockquote>他们的资产负债表上已经有 2.2 亿美元，到 2022 年，他们将通过将工厂出售给富士康赚取 2 亿美元。到 2023 年底，他们可能会用完大部分现金，需要筹集更多资金。目前还不能确定到 2024 年他们是否会接近盈利，因此未来几年他们可能需要更多。到那时，他们仍然是竞争对手的一小部分。最终的担忧是，在资本耗尽之前，他们无法达到盈利规模。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Betting on Lordstown Motors doesn't seem worth the risk when they have to compete in a difficult industry with rivals that outmatch them in capacity, R&amp;D, and access to capital. Even if they meet production targets without delay, they will lack scale and likely be unprofitable for many years. It seems like a long and unlikely road for this stock to succeed.</p><p><blockquote>当洛兹敦汽车公司不得不在一个困难的行业中与在产能、研发和资本获取方面超越他们的竞争对手竞争时，押注洛兹敦汽车公司似乎不值得冒这个风险。即使他们毫不拖延地实现了生产目标，他们也将缺乏规模，并且很可能多年无利可图。这只股票的成功之路似乎漫长而不太可能。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4474021-lordstown-motors-ride-stock-might-fall-further\">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":{},"source_url":"https://seekingalpha.com/article/4474021-lordstown-motors-ride-stock-might-fall-further","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110807624","content_text":"Summary\n\nLordstown Motors is a pre-revenue electric vehicle company. It had controversy in the past but is moving forward with a new CEO.\nCommercial production of the Endurance electric truck is expected to begin in Q3 2022 and scale to ~30,000 trucks in 2023.\nBut that's not nearly enough scale to reach profitability. Their financials suggest they will continue to burn cash for several years.\nDown more than 80% from highs, the stock still looks overvalued.\n\nTasos Katopodis/Getty Images News\nLordstown's Rocky start\nLordstown Motors (RIDE) is a pre-revenue EV company that is launching the Endurance electric truck next year with commercial production expected in Q3. That date was delayed from fall 2020 last year, and they were accused by a short-seller of faking or mispresenting some of the 100,000 pre-orders they claimed.\nSource: Business Insider\nBut that was under the previous CEO and founder Steve Burns who resigned in June. Lordstown brought in former Icahn Automotive CEO Daniel Ninivaggi as the new chief executive. There has only been a one-quarter delay in production since then.\nThey recently entered a partnership with Foxconn, who will buy their production facility for $230 million and act as their contract manufacturer. This solves their near-term cash need but could lower their margin because Foxconn has to make a profit on each car as the manufacturer.\nWith the stock down 80% from all-time highs and a market cap under $1B, you might expect this to be an undervalued stock in the EV sector. But the numbers suggest that even if they hit their production timeline, it won't justify their current valuation.\n\"Bull Case\" for Lordstown\nIt's hard to make early-stage projections, but let's try being generous. Assume there are no more delays, and production is scaled to meet the higher end of wall street revenue estimates, which would be 35,000 cars x $55,000 = $1.9 billion of revenue in 2023. That sounds like a lot compared to their $800M market cap, but they're not in a high-margin business.\nMost automakers have gross margins in the 10-20% range, but trucks usually have a higher margin than other vehicles. So, assume Lordstown can match the 25% gross margin of the best-selling truck, the FordF-150. That also happens to be the approximate gross margin of Tesla(NASDAQ:TSLA).\nThat leaves them with $1.9B x 25% = $475 million of gross profit in 2023. The problem is that, just in 2021, they will spend $110M on selling, general and administrative expenses, another $330M on R&D, and $380M in capital expenditures. We could assume CapEx will be lower in the future because they are outsourcing production, but keep in mind that Foxconn will now make a profit on each car they produce, so it still ends up as a cost to Lordstown. Meaning that if CapEx is lower in the future because production is outsourced, the gross margin will likely be lower than 25%.\nThose numbers suggest Lordstown will be burning cash in 2023 even if costs remain flat, which is a generous assumption since they are trending upwards as the company grows.\nData by YCharts\nSo, even if Lordstown meets the production schedule, can make the same margin as the most successful truck brands, and keep costs flat, they might lose $100M or more in 2023, which is still 2 years away.\nThe Competition\nIf they won't be profitable in the next several years, the $800M value of the company must be justified by growth in the years beyond. The production facility now owned by Foxconn is said to have a capacity of 400,000 vehicles, so if they could scale beyond 35,000 vehicles after 2023 and control costs they could eventually be profitable. But once production is no longer an issue, sales and margin will be. They have stiff competition. Most notable is Tesla's Cybertruck.\nSource: electrek.co\nIts production timeline is similar to Lordstown's Endurance - production beginning in 2022 and scaling in 2023. The caveat is that Tesla is a trillion-dollar company that has spent 2x Lordstown's current market cap just in R&D over the past twelve months. That wasn't all on the Cybertruck, but it shows how much bigger the competition is.\nTesla is just the start. Rivian (RIVN) is another $90B market cap company launching an electric truck next year. Ford (F) expects to be producing 80,000 electric F150's in 2023, more than double Lordstown. General Motors (GM) is launching the first electric hummer this month and will bring an electric version of the Chevy Silverado to market in 2023.\nRivian plans to scale production to 150,000 by late 2023. Ford expects 80,000. Elon Musk thinks Tesla can produce 200,000-300,000 Cybertrucks, but analysts at Morgan Stanley estimate more like 100,000. GM will likely be capable of 50,000-100,000. That's 300,000-500,000 units from those 4 alone compared to 3,000,000 in annual US pickup truck sales. Electric car adoption is currently only 2%(though growing fast) in the US, and those 4 competitors could have enough capacity for more than 10-15% of pickup sales to be electric by 2023.\nRam, the second best-selling pickup truck brand, will launch an electric truck in 2024.Toyota(NYSE:TM) and Nissan(OTCPK:NSANY)are also planning full-electric trucks. All those entrants to the electric truck market could mean that even if demand grows rapidly, supply might be high enough that Lordstown will have poor margins or never generate enough demand to scale further.\nCash Burn\nThe other EV players are many times bigger than Lordstown and most importantly can easily access billions of investment capital. Lordstown has a fraction of the capital and will likely need to issue more shares in the future to raise cash.\nIf they sell 15,000 cars in 2022 with a 25% gross profit margin, that's ~$200 million in gross profit. Their annual cost base is at least $400M ($110M SG&A + $200M R&D + >$100M CapEx). So, it's realistic to assume they earn $100-200M in gross profit and burn $200-300M in 2022.\nThey have $220M on the balance sheet already and will make $200M from the sale of their facility to Foxconn by 2022. It's possible they go through most of that cash by the end of 2023 and need to raise more capital. There's no certainty they will be close to profitable by 2024, so they might need even more for the years after. At which point, they will still be a fraction of their competitors. The ultimate concern is that they won't be able to reach a profitable scale before their capital runs out.\nConclusion\nBetting on Lordstown Motors doesn't seem worth the risk when they have to compete in a difficult industry with rivals that outmatch them in capacity, R&D, and access to capital. Even if they meet production targets without delay, they will lack scale and likely be unprofitable for many years. It seems like a long and unlikely road for this stock to succeed.","news_type":1,"symbols_score_info":{"RIDE":0.9}},"isVote":1,"tweetType":1,"viewCount":3772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606295202,"gmtCreate":1638882189656,"gmtModify":1638882371590,"author":{"id":"3575758612828517","authorId":"3575758612828517","name":"PoptartBob","avatar":"https://static.tigerbbs.com/10ff2a5007f83b4e55eb5a9ab7cbfbd0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575758612828517","authorIdStr":"3575758612828517"},"themes":[],"title":"","htmlText":"grwat one","listText":"grwat one","text":"grwat one","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":12,"repostSize":0,"link":"https://laohu8.com/post/606295202","repostId":"1125480084","repostType":4,"repost":{"id":"1125480084","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1638881131,"share":"https://www.laohunote.com/m/news/1125480084?lang=zh_CN&edition=full","pubTime":"2021-12-07 20:45","market":"us","language":"en","title":"10 Biggest Price Target Changes For Tuesday<blockquote>周二 10 大价格目标变化</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1125480084","media":"Benzinga Earnings","summary":"Oppenheimer cut the price target on Coupa Software Incorporated from $275 to $225. Coupa Software sh","content":"<p><ul>  <li>Oppenheimer cut the price target on&nbsp;<b>Coupa Software Incorporated</b>&nbsp;from $275 to $225. Coupa Software shares fell 12.6% to $152.10 in pre-market trading.</li>  <li>JMP Securities raised&nbsp;<b>ACADIA Pharmaceuticals Inc.</b>&nbsp;price target from $35 to $39. ACADIA Pharmaceuticals shares rose 16.3% to $22.57 in pre-market trading.</li>  <li>RBC Capital lowered&nbsp;<b>HealthEquity, Inc.</b>&nbsp;price target from $87 to $70. HealthEquity shares fell 22.4% to $43.96 pre-market trading.</li>  <li>Needham raised the price target on&nbsp;<b>MongoDB, Inc.</b>&nbsp;from $534 to $626. MongoDB shares rose 21.1% to $520.00 in pre-market trading.</li>  <li>Cowen &amp; Co. cut&nbsp;<b>Ross Stores, Inc.</b>&nbsp;price target from $131 to $109. Ross Stores shares fell 1% to $111.59 in pre-market trading.</li>  <li>MKM Partners boosted the price target for&nbsp;<b>Starbucks Corporation</b>&nbsp;from $114 to $130. Starbucks shares rose 2.1% to $115.68 in pre-market trading.</li>  <li>JP Morgan raised&nbsp;<b>Murphy Oil Corporation</b>&nbsp;price target from $29 to $37. Murphy Oil shares fell 0.6% to $27.25 in pre-market trading.</li>  <li>Jefferies boosted the price target on&nbsp;<b>Juniper Networks, Inc.</b>&nbsp;from $28 to $42. Juniper Networks shares climbed 3% to $32.40 in pre-market trading.</li>  <li>Deutsche Bank cut the price target for&nbsp;<b>Jack in the Box Inc.</b>&nbsp;from $122 to $108. Jack in the Box shares rose 5.3% to $84.83 in pre-market trading.</li>  <li>Keybanc lowered&nbsp;<b>GitLab Inc.</b>&nbsp;price target from $144 to $115. GitLab shares fell 3.4% to $86.00 in pre-market trading.</li> </ul></p><p><blockquote><ul><li>奥本海默下调目标价<b>库帕软件公司</b>从275美元到225美元。Coupa Software 股价在盘前交易中下跌 12.6%，至 152.10 美元。</li><li>JMP证券募集<b>阿卡迪亚制药公司。</b>目标价从35美元到39美元。阿卡迪亚制药股价在盘前交易中上涨 16.3%，至 22.57 美元。</li><li>加拿大皇家银行资本下调<b>健康公平公司。</b>目标价从87美元到70美元。HealthEquity 股价盘前交易下跌 22.4%，至 43.96 美元。</li><li>李约瑟上调了目标价<b>MongoDB公司。</b>从534美元到626美元。MongoDB 股价在盘前交易中上涨 21.1%，至 520.00 美元。</li><li>考恩公司削减<b>罗斯商店公司。</b>目标价从 131 美元到 109 美元。Ross Stores 股价在盘前交易中下跌 1%，至 111.59 美元。</li><li>MKM Partners 提高了目标价格<b>星巴克公司</b>从114美元到130美元。星巴克股价在盘前交易中上涨 2.1%，至 115.68 美元。</li><li>摩根大通募集<b>墨菲石油公司</b>目标价从29美元到37美元。墨菲石油公司股价在盘前交易中下跌 0.6%，至 27.25 美元。</li><li>杰富瑞上调目标价<b>瞻博网络公司。</b>从28美元到42美元。瞻博网络股价在盘前交易中上涨 3%，至 32.40 美元。</li><li>德意志银行下调目标价<b>盒子里的杰克公司。</b>从122美元到108美元。Jack in the Box 股价在盘前交易中上涨 5.3%，至 84.83 美元。</li><li>Keybanc降低<b>吉特实验室公司。</b>目标价从 144 美元到 115 美元。GitLab 股价在盘前交易中下跌 3.4%，至 86.00 美元。</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>10 Biggest Price Target Changes For Tuesday<blockquote>周二 10 大价格目标变化</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\">\n10 Biggest Price Target Changes For Tuesday<blockquote>周二 10 大价格目标变化</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-12-07 20:45</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><ul>  <li>Oppenheimer cut the price target on&nbsp;<b>Coupa Software Incorporated</b>&nbsp;from $275 to $225. Coupa Software shares fell 12.6% to $152.10 in pre-market trading.</li>  <li>JMP Securities raised&nbsp;<b>ACADIA Pharmaceuticals Inc.</b>&nbsp;price target from $35 to $39. ACADIA Pharmaceuticals shares rose 16.3% to $22.57 in pre-market trading.</li>  <li>RBC Capital lowered&nbsp;<b>HealthEquity, Inc.</b>&nbsp;price target from $87 to $70. HealthEquity shares fell 22.4% to $43.96 pre-market trading.</li>  <li>Needham raised the price target on&nbsp;<b>MongoDB, Inc.</b>&nbsp;from $534 to $626. MongoDB shares rose 21.1% to $520.00 in pre-market trading.</li>  <li>Cowen &amp; Co. cut&nbsp;<b>Ross Stores, Inc.</b>&nbsp;price target from $131 to $109. Ross Stores shares fell 1% to $111.59 in pre-market trading.</li>  <li>MKM Partners boosted the price target for&nbsp;<b>Starbucks Corporation</b>&nbsp;from $114 to $130. Starbucks shares rose 2.1% to $115.68 in pre-market trading.</li>  <li>JP Morgan raised&nbsp;<b>Murphy Oil Corporation</b>&nbsp;price target from $29 to $37. Murphy Oil shares fell 0.6% to $27.25 in pre-market trading.</li>  <li>Jefferies boosted the price target on&nbsp;<b>Juniper Networks, Inc.</b>&nbsp;from $28 to $42. Juniper Networks shares climbed 3% to $32.40 in pre-market trading.</li>  <li>Deutsche Bank cut the price target for&nbsp;<b>Jack in the Box Inc.</b>&nbsp;from $122 to $108. Jack in the Box shares rose 5.3% to $84.83 in pre-market trading.</li>  <li>Keybanc lowered&nbsp;<b>GitLab Inc.</b>&nbsp;price target from $144 to $115. GitLab shares fell 3.4% to $86.00 in pre-market trading.</li> </ul></p><p><blockquote><ul><li>奥本海默下调目标价<b>库帕软件公司</b>从275美元到225美元。Coupa Software 股价在盘前交易中下跌 12.6%，至 152.10 美元。</li><li>JMP证券募集<b>阿卡迪亚制药公司。</b>目标价从35美元到39美元。阿卡迪亚制药股价在盘前交易中上涨 16.3%，至 22.57 美元。</li><li>加拿大皇家银行资本下调<b>健康公平公司。</b>目标价从87美元到70美元。HealthEquity 股价盘前交易下跌 22.4%，至 43.96 美元。</li><li>李约瑟上调了目标价<b>MongoDB公司。</b>从534美元到626美元。MongoDB 股价在盘前交易中上涨 21.1%，至 520.00 美元。</li><li>考恩公司削减<b>罗斯商店公司。</b>目标价从 131 美元到 109 美元。Ross Stores 股价在盘前交易中下跌 1%，至 111.59 美元。</li><li>MKM Partners 提高了目标价格<b>星巴克公司</b>从114美元到130美元。星巴克股价在盘前交易中上涨 2.1%，至 115.68 美元。</li><li>摩根大通募集<b>墨菲石油公司</b>目标价从29美元到37美元。墨菲石油公司股价在盘前交易中下跌 0.6%，至 27.25 美元。</li><li>杰富瑞上调目标价<b>瞻博网络公司。</b>从28美元到42美元。瞻博网络股价在盘前交易中上涨 3%，至 32.40 美元。</li><li>德意志银行下调目标价<b>盒子里的杰克公司。</b>从122美元到108美元。Jack in the Box 股价在盘前交易中上涨 5.3%，至 84.83 美元。</li><li>Keybanc降低<b>吉特实验室公司。</b>目标价从 144 美元到 115 美元。GitLab 股价在盘前交易中下跌 3.4%，至 86.00 美元。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SBUX":"星巴克","JACK":"Jack In The Box Inc","MUR":"墨菲石油","MDB":"MongoDB Inc.","COUP":"Coupa Software Inc","HQY":"HealthEquity","ACAD":"阿卡迪亚","GTLB":"GitLab, Inc.","ROST":"罗斯百货有限公司"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125480084","content_text":"Oppenheimer cut the price target on Coupa Software Incorporated from $275 to $225. Coupa Software shares fell 12.6% to $152.10 in pre-market trading.\nJMP Securities raised ACADIA Pharmaceuticals Inc. price target from $35 to $39. ACADIA Pharmaceuticals shares rose 16.3% to $22.57 in pre-market trading.\nRBC Capital lowered HealthEquity, Inc. price target from $87 to $70. HealthEquity shares fell 22.4% to $43.96 pre-market trading.\nNeedham raised the price target on MongoDB, Inc. from $534 to $626. MongoDB shares rose 21.1% to $520.00 in pre-market trading.\nCowen & Co. cut Ross Stores, Inc. price target from $131 to $109. Ross Stores shares fell 1% to $111.59 in pre-market trading.\nMKM Partners boosted the price target for Starbucks Corporation from $114 to $130. Starbucks shares rose 2.1% to $115.68 in pre-market trading.\nJP Morgan raised Murphy Oil Corporation price target from $29 to $37. Murphy Oil shares fell 0.6% to $27.25 in pre-market trading.\nJefferies boosted the price target on Juniper Networks, Inc. from $28 to $42. Juniper Networks shares climbed 3% to $32.40 in pre-market trading.\nDeutsche Bank cut the price target for Jack in the Box Inc. from $122 to $108. Jack in the Box shares rose 5.3% to $84.83 in pre-market trading.\nKeybanc lowered GitLab Inc. price target from $144 to $115. GitLab shares fell 3.4% to $86.00 in pre-market trading.","news_type":1,"symbols_score_info":{"SBUX":0.9,"HQY":0.9,"COUP":0.9,"ACAD":0.9,"JACK":0.9,"JNPR":0.9,"ROST":0.9,"GTLB":0.9,"MUR":0.9,"MDB":0.9}},"isVote":1,"tweetType":1,"viewCount":2820,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608559095,"gmtCreate":1638763084833,"gmtModify":1638763226703,"author":{"id":"3575758612828517","authorId":"3575758612828517","name":"PoptartBob","avatar":"https://static.tigerbbs.com/10ff2a5007f83b4e55eb5a9ab7cbfbd0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575758612828517","authorIdStr":"3575758612828517"},"themes":[],"title":"","htmlText":"great one","listText":"great one","text":"great one","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/608559095","repostId":"1179313612","repostType":4,"repost":{"id":"1179313612","kind":"news","pubTimestamp":1638745398,"share":"https://www.laohunote.com/m/news/1179313612?lang=zh_CN&edition=full","pubTime":"2021-12-06 07:03","market":"us","language":"en","title":"Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS 和本周值得关注的其他股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179313612","media":"Barrons","summary":"Meme stock darling GameStop headlines this week’s earnings report lineup. The videogame retailer rep","content":"<p>Meme stock darling <a href=\"https://laohu8.com/S/GME\">GameStop</a> headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. <a href=\"https://laohu8.com/S/AZO\">AutoZone</a>, Casey’s <a href=\"https://laohu8.com/S/BGC\">General</a> Stores, and <a href=\"https://laohu8.com/S/TOL\">Toll Brothers</a> report earnings on Tuesday, followed by <a href=\"https://laohu8.com/S/BF.A\">Brown-Forman</a> and <a href=\"https://laohu8.com/S/CPB\">Campbell Soup</a> on Wednesday. <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, <a href=\"https://laohu8.com/S/COST\">Costco</a> Wholesale, and <a href=\"https://laohu8.com/S/HRL\">Hormel</a> Foods round things out on Thursday.</p><p><blockquote>模因股票宠儿<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>本周财报的头条新闻。这家视频游戏零售商在周三收盘后公布业绩。<a href=\"https://laohu8.com/S/AZO\">自动区</a>凯西的<a href=\"https://laohu8.com/S/BGC\">一般的</a>商店和<a href=\"https://laohu8.com/S/TOL\">收费兄弟</a>周二公布收益，随后<a href=\"https://laohu8.com/S/BF.A\">布朗-福尔曼</a>和<a href=\"https://laohu8.com/S/CPB\">金宝汤</a>星期三。<a href=\"https://laohu8.com/S/AVGO\">博通</a>,<a href=\"https://laohu8.com/S/COST\">好市多</a>批发，以及<a href=\"https://laohu8.com/S/HRL\">荷美尔</a>周四食物圆满结束。</blockquote></p><p> On Monday, <a href=\"https://laohu8.com/S/UNP\">Union Pacific</a> will hold a conference call to discuss its climate action plan. <a href=\"https://laohu8.com/S/MCK\">McKesson</a> and <a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a> host their 2021 investor days on Wednesday, followed by <a href=\"https://laohu8.com/S/CVS\">CVS Health</a> and <a href=\"https://laohu8.com/S/TSN\">Tyson</a> Foods on Thursday.</p><p><blockquote>周一，<a href=\"https://laohu8.com/S/UNP\">联合太平洋</a>将召开电话会议讨论其气候行动计划。<a href=\"https://laohu8.com/S/MCK\">麦克森</a>和<a href=\"https://laohu8.com/S/LUV\">西南航空公司</a>周三举办 2021 年投资者日，随后<a href=\"https://laohu8.com/S/CVS\">CVS健康</a>和<a href=\"https://laohu8.com/S/TSN\">泰森</a>周四的食物。</blockquote></p><p> The Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.</p><p><blockquote>美联储将于周二发布10月份消费信贷数据报告。周四，美国劳工部公布了截至 12 月 4 日当周的首次申请失业救济人数。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.</p><p><blockquote>美国劳工统计局周五发布11月份消费者价格指数。普遍估计同比增长 6.7%，比 10 月份高出半个百分点。不包括波动较大的食品和能源价格的核心CPI预计将上涨4.8%，而之前为4.6%。</blockquote></p><p> <b>Monday 12/6</b></p><p><blockquote><b>12/6星期一</b></blockquote></p><p> Union Pacific holds a conference call to discuss its climate action plan.</p><p><blockquote>联合太平洋公司召开电话会议讨论其气候行动计划。</blockquote></p><p> <b>Tuesday 12/7</b></p><p><blockquote><b>星期二 12/7</b></blockquote></p><p> AutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.</p><p><blockquote>AutoZone、Casey's General Stores 和 Toll Brothers 公布季度业绩。</blockquote></p><p> The Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.</p><p><blockquote>美联储报告10月份消费信贷数据。继去年小幅下降后，截至 9 月份，未偿消费者债务总额平均每月增加 200 亿美元，达到创纪录的 4.37 万亿美元。</blockquote></p><p> <b>Wednesday 12/8</b></p><p><blockquote><b>12/8星期三</b></blockquote></p><p> The BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.</p><p><blockquote>BLS发布职位空缺和劳动力流动调查。经济学家预测10月最后一个工作日将有1050万个职位空缺，仅比7月份1110万个的历史新高少60万个。</blockquote></p><p> <a href=\"https://laohu8.com/S/BF.B\">Brown-Forman</a>, Campbell Soup, and GameStop report earnings.</p><p><blockquote><a href=\"https://laohu8.com/S/BF.B\">布朗-福尔曼</a>、金宝汤和游戏驿站报告收益。</blockquote></p><p> McKesson and <a href=\"https://laohu8.com/S/OKSB\">Southwest</a> Airlines host their 2021 investor days.</p><p><blockquote>麦克森和<a href=\"https://laohu8.com/S/OKSB\">西南</a>航空公司举办2021年投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/EW\">Edwards Lifesciences</a> holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/EW\">爱德华兹生命科学</a>在加利福尼亚州尔湾举行投资者会议。该公司将讨论其产品线以及 2022 年的财务前景。</blockquote></p><p> The Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.</p><p><blockquote>加拿大央行宣布货币政策决定。预计央行将维持关键短期利率在0.25%不变。在 10 月底的会议上，央行结束了量化宽松计划，并表示首次加息将于 2022 年早于预期。</blockquote></p><p> <b>Thursday 12/9</b></p><p><blockquote><b>星期四 12/9</b></blockquote></p><p> Broadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.</p><p><blockquote>Broadcom、Costco Wholesale 和 Hormel Foods 举行评级会议讨论季度业绩。</blockquote></p><p> CVS Health and Tyson Foods host their annual investor days.</p><p><blockquote>CVS Health 和泰森食品公司举办年度投资者日。</blockquote></p><p> The Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.</p><p><blockquote>劳工部报告了截至 12 月 4 日当周的首次申请失业救济人数。11 月份申请失业救济人数平均为 238,750 人，为疫情开始以来的最低水平，仅比 2020 年 2 月多 24,750 人。</blockquote></p><p> <b>Friday 12/10</b></p><p><blockquote><b>12/10星期五</b></blockquote></p><p> Archer-Daniels-Midland holds its global investor day.</p><p><blockquote>Archer-Daniels-Midland 举办全球投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/CNC\">Centene</a> holds an investor meeting and will provide financial guidance for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/CNC\">一百个</a>召开投资者会议，并将提供2022年的财务指导。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> finally ditched “transitory” when discussing inflation before the Senate Banking Committee.</p><p><blockquote>劳工统计局发布11月份消费者价格指数。普遍估计同比增长 6.7%，比 10 月份高出半个百分点。不包括波动较大的食品和能源价格的核心CPI预计将上涨4.8%，而之前为4.6%。10 月份 6.2% 的涨幅是 CPI 30 多年来最热的一次，上周美联储主席杰罗姆<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>在参议院银行委员会讨论通货膨胀问题时，最终放弃了 “过渡性 ”。</blockquote></p><p> The University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.</p><p><blockquote>密歇根大学发布12月份消费者信心指数。经济学家预测读数为66，略低于11月份的数据。</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>Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS 和本周值得关注的其他股票</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\">\nGame Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS 和本周值得关注的其他股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-06 07:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Meme stock darling <a href=\"https://laohu8.com/S/GME\">GameStop</a> headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. <a href=\"https://laohu8.com/S/AZO\">AutoZone</a>, Casey’s <a href=\"https://laohu8.com/S/BGC\">General</a> Stores, and <a href=\"https://laohu8.com/S/TOL\">Toll Brothers</a> report earnings on Tuesday, followed by <a href=\"https://laohu8.com/S/BF.A\">Brown-Forman</a> and <a href=\"https://laohu8.com/S/CPB\">Campbell Soup</a> on Wednesday. <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, <a href=\"https://laohu8.com/S/COST\">Costco</a> Wholesale, and <a href=\"https://laohu8.com/S/HRL\">Hormel</a> Foods round things out on Thursday.</p><p><blockquote>模因股票宠儿<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>本周财报的头条新闻。这家视频游戏零售商在周三收盘后公布业绩。<a href=\"https://laohu8.com/S/AZO\">自动区</a>凯西的<a href=\"https://laohu8.com/S/BGC\">一般的</a>商店和<a href=\"https://laohu8.com/S/TOL\">收费兄弟</a>周二公布收益，随后<a href=\"https://laohu8.com/S/BF.A\">布朗-福尔曼</a>和<a href=\"https://laohu8.com/S/CPB\">金宝汤</a>星期三。<a href=\"https://laohu8.com/S/AVGO\">博通</a>,<a href=\"https://laohu8.com/S/COST\">好市多</a>批发，以及<a href=\"https://laohu8.com/S/HRL\">荷美尔</a>周四食物圆满结束。</blockquote></p><p> On Monday, <a href=\"https://laohu8.com/S/UNP\">Union Pacific</a> will hold a conference call to discuss its climate action plan. <a href=\"https://laohu8.com/S/MCK\">McKesson</a> and <a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a> host their 2021 investor days on Wednesday, followed by <a href=\"https://laohu8.com/S/CVS\">CVS Health</a> and <a href=\"https://laohu8.com/S/TSN\">Tyson</a> Foods on Thursday.</p><p><blockquote>周一，<a href=\"https://laohu8.com/S/UNP\">联合太平洋</a>将召开电话会议讨论其气候行动计划。<a href=\"https://laohu8.com/S/MCK\">麦克森</a>和<a href=\"https://laohu8.com/S/LUV\">西南航空公司</a>周三举办 2021 年投资者日，随后<a href=\"https://laohu8.com/S/CVS\">CVS健康</a>和<a href=\"https://laohu8.com/S/TSN\">泰森</a>周四的食物。</blockquote></p><p> The Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.</p><p><blockquote>美联储将于周二发布10月份消费信贷数据报告。周四，美国劳工部公布了截至 12 月 4 日当周的首次申请失业救济人数。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.</p><p><blockquote>美国劳工统计局周五发布11月份消费者价格指数。普遍估计同比增长 6.7%，比 10 月份高出半个百分点。不包括波动较大的食品和能源价格的核心CPI预计将上涨4.8%，而之前为4.6%。</blockquote></p><p> <b>Monday 12/6</b></p><p><blockquote><b>12/6星期一</b></blockquote></p><p> Union Pacific holds a conference call to discuss its climate action plan.</p><p><blockquote>联合太平洋公司召开电话会议讨论其气候行动计划。</blockquote></p><p> <b>Tuesday 12/7</b></p><p><blockquote><b>星期二 12/7</b></blockquote></p><p> AutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.</p><p><blockquote>AutoZone、Casey's General Stores 和 Toll Brothers 公布季度业绩。</blockquote></p><p> The Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.</p><p><blockquote>美联储报告10月份消费信贷数据。继去年小幅下降后，截至 9 月份，未偿消费者债务总额平均每月增加 200 亿美元，达到创纪录的 4.37 万亿美元。</blockquote></p><p> <b>Wednesday 12/8</b></p><p><blockquote><b>12/8星期三</b></blockquote></p><p> The BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.</p><p><blockquote>BLS发布职位空缺和劳动力流动调查。经济学家预测10月最后一个工作日将有1050万个职位空缺，仅比7月份1110万个的历史新高少60万个。</blockquote></p><p> <a href=\"https://laohu8.com/S/BF.B\">Brown-Forman</a>, Campbell Soup, and GameStop report earnings.</p><p><blockquote><a href=\"https://laohu8.com/S/BF.B\">布朗-福尔曼</a>、金宝汤和游戏驿站报告收益。</blockquote></p><p> McKesson and <a href=\"https://laohu8.com/S/OKSB\">Southwest</a> Airlines host their 2021 investor days.</p><p><blockquote>麦克森和<a href=\"https://laohu8.com/S/OKSB\">西南</a>航空公司举办2021年投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/EW\">Edwards Lifesciences</a> holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/EW\">爱德华兹生命科学</a>在加利福尼亚州尔湾举行投资者会议。该公司将讨论其产品线以及 2022 年的财务前景。</blockquote></p><p> The Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.</p><p><blockquote>加拿大央行宣布货币政策决定。预计央行将维持关键短期利率在0.25%不变。在 10 月底的会议上，央行结束了量化宽松计划，并表示首次加息将于 2022 年早于预期。</blockquote></p><p> <b>Thursday 12/9</b></p><p><blockquote><b>星期四 12/9</b></blockquote></p><p> Broadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.</p><p><blockquote>Broadcom、Costco Wholesale 和 Hormel Foods 举行评级会议讨论季度业绩。</blockquote></p><p> CVS Health and Tyson Foods host their annual investor days.</p><p><blockquote>CVS Health 和泰森食品公司举办年度投资者日。</blockquote></p><p> The Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.</p><p><blockquote>劳工部报告了截至 12 月 4 日当周的首次申请失业救济人数。11 月份申请失业救济人数平均为 238,750 人，为疫情开始以来的最低水平，仅比 2020 年 2 月多 24,750 人。</blockquote></p><p> <b>Friday 12/10</b></p><p><blockquote><b>12/10星期五</b></blockquote></p><p> Archer-Daniels-Midland holds its global investor day.</p><p><blockquote>Archer-Daniels-Midland 举办全球投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/CNC\">Centene</a> holds an investor meeting and will provide financial guidance for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/CNC\">一百个</a>召开投资者会议，并将提供2022年的财务指导。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> finally ditched “transitory” when discussing inflation before the Senate Banking Committee.</p><p><blockquote>劳工统计局发布11月份消费者价格指数。普遍估计同比增长 6.7%，比 10 月份高出半个百分点。不包括波动较大的食品和能源价格的核心CPI预计将上涨4.8%，而之前为4.6%。10 月份 6.2% 的涨幅是 CPI 30 多年来最热的一次，上周美联储主席杰罗姆<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>在参议院银行委员会讨论通货膨胀问题时，最终放弃了 “过渡性 ”。</blockquote></p><p> The University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.</p><p><blockquote>密歇根大学发布12月份消费者信心指数。经济学家预测读数为66，略低于11月份的数据。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/articles/game-stop-toll-brothers-costco-cvs-and-other-stocks-to-watch-this-week-51638734413?mod=barrons-on-marketwatch\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","TOL":"托尔兄弟","BK4088":"住宅建筑","COST":"好市多","CVS":"西维斯健康"},"source_url":"https://www.marketwatch.com/articles/game-stop-toll-brothers-costco-cvs-and-other-stocks-to-watch-this-week-51638734413?mod=barrons-on-marketwatch","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1179313612","content_text":"Meme stock darling GameStop headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. AutoZone, Casey’s General Stores, and Toll Brothers report earnings on Tuesday, followed by Brown-Forman and Campbell Soup on Wednesday. Broadcom, Costco Wholesale, and Hormel Foods round things out on Thursday.\nOn Monday, Union Pacific will hold a conference call to discuss its climate action plan. McKesson and Southwest Airlines host their 2021 investor days on Wednesday, followed by CVS Health and Tyson Foods on Thursday.\nThe Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.\nThe Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.\nMonday 12/6\nUnion Pacific holds a conference call to discuss its climate action plan.\nTuesday 12/7\nAutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.\nThe Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.\nWednesday 12/8\nThe BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.\nBrown-Forman, Campbell Soup, and GameStop report earnings.\nMcKesson and Southwest Airlines host their 2021 investor days.\nEdwards Lifesciences holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.\nThe Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.\nThursday 12/9\nBroadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.\nCVS Health and Tyson Foods host their annual investor days.\nThe Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.\nFriday 12/10\nArcher-Daniels-Midland holds its global investor day.\nCentene holds an investor meeting and will provide financial guidance for 2022.\nThe Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome Powell finally ditched “transitory” when discussing inflation before the Senate Banking Committee.\nThe University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.","news_type":1,"symbols_score_info":{"TOL":0.9,"CVS":0.9,"COST":0.9,"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":2700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608605386,"gmtCreate":1638699937448,"gmtModify":1638700037306,"author":{"id":"3575758612828517","authorId":"3575758612828517","name":"PoptartBob","avatar":"https://static.tigerbbs.com/10ff2a5007f83b4e55eb5a9ab7cbfbd0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575758612828517","authorIdStr":"3575758612828517"},"themes":[],"title":"","htmlText":"great one","listText":"great one","text":"great one","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":2,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/608605386","repostId":"2189576203","repostType":4,"isVote":1,"tweetType":1,"viewCount":1294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601645462,"gmtCreate":1638527421451,"gmtModify":1638527543441,"author":{"id":"3575758612828517","authorId":"3575758612828517","name":"PoptartBob","avatar":"https://static.tigerbbs.com/10ff2a5007f83b4e55eb5a9ab7cbfbd0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575758612828517","authorIdStr":"3575758612828517"},"themes":[],"title":"","htmlText":"great one","listText":"great one","text":"great one","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":2,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/601645462","repostId":"2188540330","repostType":4,"isVote":1,"tweetType":1,"viewCount":1795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603798909,"gmtCreate":1638449537023,"gmtModify":1638449639418,"author":{"id":"3575758612828517","authorId":"3575758612828517","name":"PoptartBob","avatar":"https://static.tigerbbs.com/10ff2a5007f83b4e55eb5a9ab7cbfbd0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575758612828517","authorIdStr":"3575758612828517"},"themes":[],"title":"","htmlText":"great one","listText":"great one","text":"great one","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/603798909","repostId":"1107545461","repostType":4,"repost":{"id":"1107545461","kind":"news","pubTimestamp":1638422200,"share":"https://www.laohunote.com/m/news/1107545461?lang=zh_CN&edition=full","pubTime":"2021-12-02 13:16","market":"us","language":"en","title":"Grab debuts on Nasdaq, marking biggest Southeast Asia listing<blockquote>Grab 在纳斯达克首次亮相，成为东南亚最大的上市</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1107545461","media":"Reuters","summary":"$Grab$, Southeast Asia's biggest ride-hailing and food delivery firm,lists on Nasdaq on Thursday following its $40 billion merger with special-purpose acquisition company  $Altimeter Growth Corp$.The deal is the world's biggest ever by a blank-check company and the biggest U.S. listing by a Southeast Asian firm.Founded in 2012, Grab is Southeast Asia's largest startup, valued at just over $16 billion last year. It launched as a Malaysian taxi-hailing service and now calls itself a \"superapp\" aft","content":"<p><a href=\"https://laohu8.com/S/GRAB\">Grab</a>, Southeast Asia's biggest ride-hailing and food delivery firm,lists&nbsp;on Nasdaq on Thursday following its $40 billion merger with special-purpose acquisition company (SPAC) <a href=\"https://laohu8.com/S/AGC\">Altimeter Growth Corp</a>.</p><p><blockquote><a href=\"https://laohu8.com/S/GRAB\">抓住</a>东南亚最大的打车和食品配送公司周四在纳斯达克上市，此前该公司斥资 400 亿美元与特殊目的收购公司 (SPAC) 合并<a href=\"https://laohu8.com/S/AGC\">高度计增长公司</a>.</blockquote></p><p> The deal is the world's biggest ever by a blank-check company and the biggest U.S. listing by a Southeast Asian firm.</p><p><blockquote>这笔交易是有史以来全球最大的空白支票公司交易，也是东南亚公司在美国最大的上市交易。</blockquote></p><p> <b>WHAT IS GRAB?</b></p><p><blockquote><b>什么是抓取？</b></blockquote></p><p> Founded in 2012, Grab is Southeast Asia's largest startup, valued at just over $16 billion last year. It launched as a Malaysian taxi-hailing service and now calls itself a \"superapp\" after expanding into food, grocery and parcel delivery and to digital payments, lending and other financial services.</p><p><blockquote>Grab成立于2012年，是东南亚最大的初创公司，去年估值略高于160亿美元。它最初是作为马来西亚出租车叫车服务推出的，现在评级本身在扩展到食品、杂货和包裹递送以及数字支付、贷款和其他金融服务后，已经成为一个“超级应用程序”。</blockquote></p><p> Singapore-headquartered Grab operates across 465 cities in eight countries in the region, counting Indonesia as its biggest. Its venture with Singapore Telecommunications Ltd(STEL.SI)was awarded a digital bank license in Singapore last year.</p><p><blockquote>总部位于新加坡的 Grab 在该地区八个国家的 465 个城市开展业务，其中印度尼西亚是最大的城市。其与新加坡电信有限公司 (STEL.SI) 的合资企业去年在新加坡获得了数字银行牌照。</blockquote></p><p> Grab gained the global spotlight in 2018 when it bought the Southeast Asian business of Uber Technologies Inc(UBER.N)in return for the U.S. ride-hailing company taking a stake in Grab.</p><p><blockquote>2018 年，Grab 收购了 Uber Technologies Inc. (UBER.N) 的东南亚业务，以换取这家美国网约车公司入股 Grab，从而引起了全球关注。</blockquote></p><p> With some 8,000 employees, Grab has tech centres in Singapore, Beijing, Seattle, Bengaluru and other places.</p><p><blockquote>Grab拥有约8000名员工，在新加坡、北京、西雅图、班加罗尔等地设有技术中心。</blockquote></p><p> <b>WHO'S BACKING GRAB? </b></p><p><blockquote><b>谁在支持GRAB？</b></blockquote></p><p> Early investors include Japan's SoftBank, China's Didi Chuxing and venture capital firms Vertex Ventures Holdings and GGV Capital.</p><p><blockquote>早期投资者包括日本软银、中国滴滴出行以及风险投资公司Vertex Ventures Holdings和GGV Capital。</blockquote></p><p> Grab raised about $12 billion ahead of the listing. Investors range from venture and hedge funds to automobile companies and other ride-hailing firms, and include:</p><p><blockquote>Grab 在上市前筹集了约 120 亿美元。投资者范围从风险投资和对冲基金到汽车公司和其他网约车公司，包括：</blockquote></p><p> Uber, Booking Holdings Inc, China Investment Corp, Coatue Management, Hillhouse Capital, Hyundai Motor Co, Invesco Ltd, Microsoft Corp, Ping An Capital Co, Toyota Motor Corp, and Yamaha Motor Co..</p><p><blockquote>优步、Booking Holdings Inc.、中投公司、Coatue Management、高瓴资本、现代汽车公司、景顺有限公司、微软公司、平安资本公司、丰田汽车公司和雅马哈汽车公司..</blockquote></p><p> In the SPAC deal, about three dozen investors came on board including Temasek Holdings, BlackRock, Fidelity International, Abu Dhabi's Mubadala and Malaysia's Permodalan Nasional Bhd and Altimeter Capital.</p><p><blockquote>在 SPAC 交易中，约有 36 名投资者加入，包括淡马锡控股、贝莱德、富达国际、阿布扎比的 Mubadala 以及马来西亚的 Permodalan Nasional Bhd 和 Altimeter Capital。</blockquote></p><p> <b>WHO'S THE COMPETITION? </b></p><p><blockquote><b>谁是竞争对手？</b></blockquote></p><p> GoTo Group, formed by the merger of Indonesian ride-hailing and deliveries firm Gojek and local e-commerce leader Tokopedia is Grab's biggest competitor.</p><p><blockquote>GoTo Group由印度尼西亚打车和送货公司Gojek和当地电子商务领导者Tokopedia合并而成，是Grab最大的竞争对手。</blockquote></p><p> Singapore-based Sea Ltd, which has e-commerce, gaming and a digital payments business, and is also muscling into food delivery and financial services in Indonesia. Sea has also won a digital bank license in Singapore.</p><p><blockquote>总部位于新加坡的Sea Ltd拥有电子商务、游戏和数字支付业务，还在印度尼西亚进军食品配送和金融服务领域。Sea还赢得了新加坡的数字银行牌照。</blockquote></p><p> Grab is likely to increasingly start competing with banks as it expands its financial services.</p><p><blockquote>随着 Grab 扩大其金融服务，它可能会越来越多地开始与银行竞争。</blockquote></p><p> It also competes with such delivery companies as Foodpanda and Deliveroo PLC.</p><p><blockquote>它还与Foodpanda和户户送等外卖公司竞争。</blockquote></p><p> <b>WHAT ARE GRAB'S FINANCIALS?</b></p><p><blockquote><b>GRAB 的财务状况如何？</b></blockquote></p><p> Grab's third-quarter revenue fell 9% from a year earlier to $157 million. Its adjusted loss before interest, taxes, depreciation and amortization (EBITDA) widened 66% to $212 million. Gross merchandise value hit a quarterly record of $4 billion.</p><p><blockquote>Grab 第三季度收入同比下降 9%，至 1.57 亿美元。其息税折旧摊销前调整后亏损 (EBITDA) 扩大 66% 至 2.12 亿美元。商品总价值创下40亿美元的季度纪录。</blockquote></p><p> The delivery business has emerged as the biggest segment as more consumers shifted to online food delivery during the pandemic.</p><p><blockquote>随着疫情期间越来越多的消费者转向在线食品配送，配送业务已成为最大的细分市场。</blockquote></p><p> Grab forecasts it will turn profitable on an EBITDA basis in 2023.</p><p><blockquote>Grab 预计 2023 年 EBITDA 将实现盈利。</blockquote></p><p> <b>WHO ARE ITS KEY EXECUTIVES?</b></p><p><blockquote><b>它的主要高管是谁？</b></blockquote></p><p> Anthony Tan, 39, is the company's CEO and co-founder.</p><p><blockquote>39 岁的 Anthony Tan 是该公司的首席执行官兼联合创始人。</blockquote></p><p> Fellow co-founder Tan Hooi Ling, 38, runs Grab's operations, including corporate strategy and technology.</p><p><blockquote>38 岁的联合创始人 Tan Hooi Ling 负责管理 Grab 的运营，包括企业战略和技术。</blockquote></p><p> Both Tans, unrelated, met at Harvard Business School, where they conceived the idea of the ride-hailing company.</p><p><blockquote>两位没有血缘关系的谭氏在哈佛商学院相识，在那里他们构思了打车公司的想法。</blockquote></p><p> Grab's president, Ming Maa, is a prominent dealmaker from SoftBank, who joined the company in 2016.</p><p><blockquote>Grab 总裁 Ming Maa 是软银的著名交易撮合者，于 2016 年加入该公司。</blockquote></p><p> <b>Here are some milestones for the Singapore-headquartered company:</b></p><p><blockquote><b>以下是这家总部位于新加坡的公司的一些里程碑：</b></blockquote></p><p> 2011: Anthony Tan and co-founder Tan Hooi Ling create Grab in a Harvard Business School venture competition plan</p><p><blockquote>2011 年：Anthony Tan 和联合创始人 Tan Hooi Ling 在哈佛商学院创业竞赛计划中创建 Grab</blockquote></p><p> 2012: Launches as MyTeksi taxi booking service in Malaysia</p><p><blockquote>2012年：在马来西亚推出MyTeksi出租车预订服务</blockquote></p><p> 2013: Expands to the Philippines, Thailand, Singapore as GrabTaxi</p><p><blockquote>2013年：作为GrabTaxi扩展到菲律宾、泰国和新加坡</blockquote></p><p> April 2014: Announces Series A funding</p><p><blockquote>2014 年 4 月：宣布 A 轮融资</blockquote></p><p> June 2014: Launches in Indonesia</p><p><blockquote>2014年6月：在印度尼西亚推出</blockquote></p><p> December 2014: Japan's SoftBank&nbsp;invests $250 million in a funding round</p><p><blockquote>2014 年 12 月：日本软银在一轮融资中投资 2.5 亿美元</blockquote></p><p> August 2015: Becomes a unicorn after $350 million funding round</p><p><blockquote>2015年8月：3.5亿美元融资后成为独角兽</blockquote></p><p> December 2015: Announces a strategic partnership with other ride-hailing companies Ola, Didi, and Lyft that competed against Uber</p><p><blockquote>2015年12月：宣布与其他网约车公司Ola、滴滴和Lyft建立战略合作伙伴关系，与Uber展开竞争</blockquote></p><p> January 2016: Rebrands to Grab from GrabTaxi to reflect expanding services</p><p><blockquote>2016 年 1 月：GrabTaxi 更名 Grab，以反映服务的扩展</blockquote></p><p> November 2017: Launches GrabPay payments service for third-party transactions</p><p><blockquote>2017年11月：推出第三方交易GrabPay支付服务</blockquote></p><p> March 2018: Announces acquisition of Uber's business in Southeast Asia through an all-share deal, Uber becomes a strategic shareholder</p><p><blockquote>2018年3月：宣布通过全股权交易收购Uber东南亚业务，Uber成为战略股东</blockquote></p><p> May 2018: Pilots GrabFood delivery service</p><p><blockquote>2018 年 5 月：试点 GrabFood 配送服务</blockquote></p><p> July 2018: Unveils \"superapp\" strategy that provides a range of services under one platform</p><p><blockquote>2018年7月：推出“超级应用”策略，在一个平台下提供一系列服务</blockquote></p><p> March 2019: Reaches valuation of about $14 billion</p><p><blockquote>2019年3月：估值达到约140亿美元</blockquote></p><p> December 2020: Wins digital full bank license in Singapore in a partnership with Singapore Telecommunications Ltd</p><p><blockquote>2020年12月：与Singapore Telecommunications Ltd合作，赢得新加坡数字全银行牌照</blockquote></p><p></p><p> April 2021: Agrees to list on Nasdaq through a merger with special-purpose acquisition company Altimeter Growth Corp&nbsp;securing a valuation of nearly $40 billion</p><p><blockquote>2021年4月：同意通过与特殊目的收购公司Altimeter Growth Corp合并在纳斯达克上市，估值近400亿美元</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGrab debuts on Nasdaq, marking biggest Southeast Asia listing<blockquote>Grab 在纳斯达克首次亮相，成为东南亚最大的上市</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-12-02 13:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/GRAB\">Grab</a>, Southeast Asia's biggest ride-hailing and food delivery firm,lists&nbsp;on Nasdaq on Thursday following its $40 billion merger with special-purpose acquisition company (SPAC) <a href=\"https://laohu8.com/S/AGC\">Altimeter Growth Corp</a>.</p><p><blockquote><a href=\"https://laohu8.com/S/GRAB\">抓住</a>东南亚最大的打车和食品配送公司周四在纳斯达克上市，此前该公司斥资 400 亿美元与特殊目的收购公司 (SPAC) 合并<a href=\"https://laohu8.com/S/AGC\">高度计增长公司</a>.</blockquote></p><p> The deal is the world's biggest ever by a blank-check company and the biggest U.S. listing by a Southeast Asian firm.</p><p><blockquote>这笔交易是有史以来全球最大的空白支票公司交易，也是东南亚公司在美国最大的上市交易。</blockquote></p><p> <b>WHAT IS GRAB?</b></p><p><blockquote><b>什么是抓取？</b></blockquote></p><p> Founded in 2012, Grab is Southeast Asia's largest startup, valued at just over $16 billion last year. It launched as a Malaysian taxi-hailing service and now calls itself a \"superapp\" after expanding into food, grocery and parcel delivery and to digital payments, lending and other financial services.</p><p><blockquote>Grab成立于2012年，是东南亚最大的初创公司，去年估值略高于160亿美元。它最初是作为马来西亚出租车叫车服务推出的，现在评级本身在扩展到食品、杂货和包裹递送以及数字支付、贷款和其他金融服务后，已经成为一个“超级应用程序”。</blockquote></p><p> Singapore-headquartered Grab operates across 465 cities in eight countries in the region, counting Indonesia as its biggest. Its venture with Singapore Telecommunications Ltd(STEL.SI)was awarded a digital bank license in Singapore last year.</p><p><blockquote>总部位于新加坡的 Grab 在该地区八个国家的 465 个城市开展业务，其中印度尼西亚是最大的城市。其与新加坡电信有限公司 (STEL.SI) 的合资企业去年在新加坡获得了数字银行牌照。</blockquote></p><p> Grab gained the global spotlight in 2018 when it bought the Southeast Asian business of Uber Technologies Inc(UBER.N)in return for the U.S. ride-hailing company taking a stake in Grab.</p><p><blockquote>2018 年，Grab 收购了 Uber Technologies Inc. (UBER.N) 的东南亚业务，以换取这家美国网约车公司入股 Grab，从而引起了全球关注。</blockquote></p><p> With some 8,000 employees, Grab has tech centres in Singapore, Beijing, Seattle, Bengaluru and other places.</p><p><blockquote>Grab拥有约8000名员工，在新加坡、北京、西雅图、班加罗尔等地设有技术中心。</blockquote></p><p> <b>WHO'S BACKING GRAB? </b></p><p><blockquote><b>谁在支持GRAB？</b></blockquote></p><p> Early investors include Japan's SoftBank, China's Didi Chuxing and venture capital firms Vertex Ventures Holdings and GGV Capital.</p><p><blockquote>早期投资者包括日本软银、中国滴滴出行以及风险投资公司Vertex Ventures Holdings和GGV Capital。</blockquote></p><p> Grab raised about $12 billion ahead of the listing. Investors range from venture and hedge funds to automobile companies and other ride-hailing firms, and include:</p><p><blockquote>Grab 在上市前筹集了约 120 亿美元。投资者范围从风险投资和对冲基金到汽车公司和其他网约车公司，包括：</blockquote></p><p> Uber, Booking Holdings Inc, China Investment Corp, Coatue Management, Hillhouse Capital, Hyundai Motor Co, Invesco Ltd, Microsoft Corp, Ping An Capital Co, Toyota Motor Corp, and Yamaha Motor Co..</p><p><blockquote>优步、Booking Holdings Inc.、中投公司、Coatue Management、高瓴资本、现代汽车公司、景顺有限公司、微软公司、平安资本公司、丰田汽车公司和雅马哈汽车公司..</blockquote></p><p> In the SPAC deal, about three dozen investors came on board including Temasek Holdings, BlackRock, Fidelity International, Abu Dhabi's Mubadala and Malaysia's Permodalan Nasional Bhd and Altimeter Capital.</p><p><blockquote>在 SPAC 交易中，约有 36 名投资者加入，包括淡马锡控股、贝莱德、富达国际、阿布扎比的 Mubadala 以及马来西亚的 Permodalan Nasional Bhd 和 Altimeter Capital。</blockquote></p><p> <b>WHO'S THE COMPETITION? </b></p><p><blockquote><b>谁是竞争对手？</b></blockquote></p><p> GoTo Group, formed by the merger of Indonesian ride-hailing and deliveries firm Gojek and local e-commerce leader Tokopedia is Grab's biggest competitor.</p><p><blockquote>GoTo Group由印度尼西亚打车和送货公司Gojek和当地电子商务领导者Tokopedia合并而成，是Grab最大的竞争对手。</blockquote></p><p> Singapore-based Sea Ltd, which has e-commerce, gaming and a digital payments business, and is also muscling into food delivery and financial services in Indonesia. Sea has also won a digital bank license in Singapore.</p><p><blockquote>总部位于新加坡的Sea Ltd拥有电子商务、游戏和数字支付业务，还在印度尼西亚进军食品配送和金融服务领域。Sea还赢得了新加坡的数字银行牌照。</blockquote></p><p> Grab is likely to increasingly start competing with banks as it expands its financial services.</p><p><blockquote>随着 Grab 扩大其金融服务，它可能会越来越多地开始与银行竞争。</blockquote></p><p> It also competes with such delivery companies as Foodpanda and Deliveroo PLC.</p><p><blockquote>它还与Foodpanda和户户送等外卖公司竞争。</blockquote></p><p> <b>WHAT ARE GRAB'S FINANCIALS?</b></p><p><blockquote><b>GRAB 的财务状况如何？</b></blockquote></p><p> Grab's third-quarter revenue fell 9% from a year earlier to $157 million. Its adjusted loss before interest, taxes, depreciation and amortization (EBITDA) widened 66% to $212 million. Gross merchandise value hit a quarterly record of $4 billion.</p><p><blockquote>Grab 第三季度收入同比下降 9%，至 1.57 亿美元。其息税折旧摊销前调整后亏损 (EBITDA) 扩大 66% 至 2.12 亿美元。商品总价值创下40亿美元的季度纪录。</blockquote></p><p> The delivery business has emerged as the biggest segment as more consumers shifted to online food delivery during the pandemic.</p><p><blockquote>随着疫情期间越来越多的消费者转向在线食品配送，配送业务已成为最大的细分市场。</blockquote></p><p> Grab forecasts it will turn profitable on an EBITDA basis in 2023.</p><p><blockquote>Grab 预计 2023 年 EBITDA 将实现盈利。</blockquote></p><p> <b>WHO ARE ITS KEY EXECUTIVES?</b></p><p><blockquote><b>它的主要高管是谁？</b></blockquote></p><p> Anthony Tan, 39, is the company's CEO and co-founder.</p><p><blockquote>39 岁的 Anthony Tan 是该公司的首席执行官兼联合创始人。</blockquote></p><p> Fellow co-founder Tan Hooi Ling, 38, runs Grab's operations, including corporate strategy and technology.</p><p><blockquote>38 岁的联合创始人 Tan Hooi Ling 负责管理 Grab 的运营，包括企业战略和技术。</blockquote></p><p> Both Tans, unrelated, met at Harvard Business School, where they conceived the idea of the ride-hailing company.</p><p><blockquote>两位没有血缘关系的谭氏在哈佛商学院相识，在那里他们构思了打车公司的想法。</blockquote></p><p> Grab's president, Ming Maa, is a prominent dealmaker from SoftBank, who joined the company in 2016.</p><p><blockquote>Grab 总裁 Ming Maa 是软银的著名交易撮合者，于 2016 年加入该公司。</blockquote></p><p> <b>Here are some milestones for the Singapore-headquartered company:</b></p><p><blockquote><b>以下是这家总部位于新加坡的公司的一些里程碑：</b></blockquote></p><p> 2011: Anthony Tan and co-founder Tan Hooi Ling create Grab in a Harvard Business School venture competition plan</p><p><blockquote>2011 年：Anthony Tan 和联合创始人 Tan Hooi Ling 在哈佛商学院创业竞赛计划中创建 Grab</blockquote></p><p> 2012: Launches as MyTeksi taxi booking service in Malaysia</p><p><blockquote>2012年：在马来西亚推出MyTeksi出租车预订服务</blockquote></p><p> 2013: Expands to the Philippines, Thailand, Singapore as GrabTaxi</p><p><blockquote>2013年：作为GrabTaxi扩展到菲律宾、泰国和新加坡</blockquote></p><p> April 2014: Announces Series A funding</p><p><blockquote>2014 年 4 月：宣布 A 轮融资</blockquote></p><p> June 2014: Launches in Indonesia</p><p><blockquote>2014年6月：在印度尼西亚推出</blockquote></p><p> December 2014: Japan's SoftBank&nbsp;invests $250 million in a funding round</p><p><blockquote>2014 年 12 月：日本软银在一轮融资中投资 2.5 亿美元</blockquote></p><p> August 2015: Becomes a unicorn after $350 million funding round</p><p><blockquote>2015年8月：3.5亿美元融资后成为独角兽</blockquote></p><p> December 2015: Announces a strategic partnership with other ride-hailing companies Ola, Didi, and Lyft that competed against Uber</p><p><blockquote>2015年12月：宣布与其他网约车公司Ola、滴滴和Lyft建立战略合作伙伴关系，与Uber展开竞争</blockquote></p><p> January 2016: Rebrands to Grab from GrabTaxi to reflect expanding services</p><p><blockquote>2016 年 1 月：GrabTaxi 更名 Grab，以反映服务的扩展</blockquote></p><p> November 2017: Launches GrabPay payments service for third-party transactions</p><p><blockquote>2017年11月：推出第三方交易GrabPay支付服务</blockquote></p><p> March 2018: Announces acquisition of Uber's business in Southeast Asia through an all-share deal, Uber becomes a strategic shareholder</p><p><blockquote>2018年3月：宣布通过全股权交易收购Uber东南亚业务，Uber成为战略股东</blockquote></p><p> May 2018: Pilots GrabFood delivery service</p><p><blockquote>2018 年 5 月：试点 GrabFood 配送服务</blockquote></p><p> July 2018: Unveils \"superapp\" strategy that provides a range of services under one platform</p><p><blockquote>2018年7月：推出“超级应用”策略，在一个平台下提供一系列服务</blockquote></p><p> March 2019: Reaches valuation of about $14 billion</p><p><blockquote>2019年3月：估值达到约140亿美元</blockquote></p><p> December 2020: Wins digital full bank license in Singapore in a partnership with Singapore Telecommunications Ltd</p><p><blockquote>2020年12月：与Singapore Telecommunications Ltd合作，赢得新加坡数字全银行牌照</blockquote></p><p></p><p> April 2021: Agrees to list on Nasdaq through a merger with special-purpose acquisition company Altimeter Growth Corp&nbsp;securing a valuation of nearly $40 billion</p><p><blockquote>2021年4月：同意通过与特殊目的收购公司Altimeter Growth Corp合并在纳斯达克上市，估值近400亿美元</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/markets/us/grab-debuts-nasdaq-marking-biggest-southeast-asia-listing-2021-12-02/\">Reuters</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":{"GRAB":"Grab Holdings"},"source_url":"https://www.reuters.com/markets/us/grab-debuts-nasdaq-marking-biggest-southeast-asia-listing-2021-12-02/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107545461","content_text":"Grab, Southeast Asia's biggest ride-hailing and food delivery firm,lists on Nasdaq on Thursday following its $40 billion merger with special-purpose acquisition company (SPAC) Altimeter Growth Corp.\nThe deal is the world's biggest ever by a blank-check company and the biggest U.S. listing by a Southeast Asian firm.\nWHAT IS GRAB?\nFounded in 2012, Grab is Southeast Asia's largest startup, valued at just over $16 billion last year. It launched as a Malaysian taxi-hailing service and now calls itself a \"superapp\" after expanding into food, grocery and parcel delivery and to digital payments, lending and other financial services.\nSingapore-headquartered Grab operates across 465 cities in eight countries in the region, counting Indonesia as its biggest. Its venture with Singapore Telecommunications Ltd(STEL.SI)was awarded a digital bank license in Singapore last year.\nGrab gained the global spotlight in 2018 when it bought the Southeast Asian business of Uber Technologies Inc(UBER.N)in return for the U.S. ride-hailing company taking a stake in Grab.\nWith some 8,000 employees, Grab has tech centres in Singapore, Beijing, Seattle, Bengaluru and other places.\nWHO'S BACKING GRAB? \nEarly investors include Japan's SoftBank, China's Didi Chuxing and venture capital firms Vertex Ventures Holdings and GGV Capital.\nGrab raised about $12 billion ahead of the listing. Investors range from venture and hedge funds to automobile companies and other ride-hailing firms, and include:\nUber, Booking Holdings Inc, China Investment Corp, Coatue Management, Hillhouse Capital, Hyundai Motor Co, Invesco Ltd, Microsoft Corp, Ping An Capital Co, Toyota Motor Corp, and Yamaha Motor Co..\nIn the SPAC deal, about three dozen investors came on board including Temasek Holdings, BlackRock, Fidelity International, Abu Dhabi's Mubadala and Malaysia's Permodalan Nasional Bhd and Altimeter Capital.\nWHO'S THE COMPETITION? \nGoTo Group, formed by the merger of Indonesian ride-hailing and deliveries firm Gojek and local e-commerce leader Tokopedia is Grab's biggest competitor.\nSingapore-based Sea Ltd, which has e-commerce, gaming and a digital payments business, and is also muscling into food delivery and financial services in Indonesia. Sea has also won a digital bank license in Singapore.\nGrab is likely to increasingly start competing with banks as it expands its financial services.\nIt also competes with such delivery companies as Foodpanda and Deliveroo PLC.\nWHAT ARE GRAB'S FINANCIALS?\nGrab's third-quarter revenue fell 9% from a year earlier to $157 million. Its adjusted loss before interest, taxes, depreciation and amortization (EBITDA) widened 66% to $212 million. Gross merchandise value hit a quarterly record of $4 billion.\nThe delivery business has emerged as the biggest segment as more consumers shifted to online food delivery during the pandemic.\nGrab forecasts it will turn profitable on an EBITDA basis in 2023.\nWHO ARE ITS KEY EXECUTIVES?\nAnthony Tan, 39, is the company's CEO and co-founder.\nFellow co-founder Tan Hooi Ling, 38, runs Grab's operations, including corporate strategy and technology.\nBoth Tans, unrelated, met at Harvard Business School, where they conceived the idea of the ride-hailing company.\nGrab's president, Ming Maa, is a prominent dealmaker from SoftBank, who joined the company in 2016.\nHere are some milestones for the Singapore-headquartered company:\n2011: Anthony Tan and co-founder Tan Hooi Ling create Grab in a Harvard Business School venture competition plan\n2012: Launches as MyTeksi taxi booking service in Malaysia\n2013: Expands to the Philippines, Thailand, Singapore as GrabTaxi\nApril 2014: Announces Series A funding\nJune 2014: Launches in Indonesia\nDecember 2014: Japan's SoftBank invests $250 million in a funding round\nAugust 2015: Becomes a unicorn after $350 million funding round\nDecember 2015: Announces a strategic partnership with other ride-hailing companies Ola, Didi, and Lyft that competed against Uber\nJanuary 2016: Rebrands to Grab from GrabTaxi to reflect expanding services\nNovember 2017: Launches GrabPay payments service for third-party transactions\nMarch 2018: Announces acquisition of Uber's business in Southeast Asia through an all-share deal, Uber becomes a strategic shareholder\nMay 2018: Pilots GrabFood delivery service\nJuly 2018: Unveils \"superapp\" strategy that provides a range of services under one platform\nMarch 2019: Reaches valuation of about $14 billion\nDecember 2020: Wins digital full bank license in Singapore in a partnership with Singapore Telecommunications Ltd\nApril 2021: Agrees to list on Nasdaq through a merger with special-purpose acquisition company Altimeter Growth Corp securing a valuation of nearly $40 billion","news_type":1,"symbols_score_info":{"AGC":0.9,"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603960361,"gmtCreate":1638352642951,"gmtModify":1638352860346,"author":{"id":"3575758612828517","authorId":"3575758612828517","name":"PoptartBob","avatar":"https://static.tigerbbs.com/10ff2a5007f83b4e55eb5a9ab7cbfbd0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575758612828517","authorIdStr":"3575758612828517"},"themes":[],"title":"","htmlText":"great","listText":"great","text":"great","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/603960361","repostId":"2188547295","repostType":4,"isVote":1,"tweetType":1,"viewCount":828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600426091,"gmtCreate":1638190765926,"gmtModify":1638190915550,"author":{"id":"3575758612828517","authorId":"3575758612828517","name":"PoptartBob","avatar":"https://static.tigerbbs.com/10ff2a5007f83b4e55eb5a9ab7cbfbd0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575758612828517","authorIdStr":"3575758612828517"},"themes":[],"title":"","htmlText":"great one","listText":"great one","text":"great one","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/600426091","repostId":"1124072014","repostType":4,"repost":{"id":"1124072014","kind":"news","pubTimestamp":1638140765,"share":"https://www.laohunote.com/m/news/1124072014?lang=zh_CN&edition=full","pubTime":"2021-11-29 07:06","market":"us","language":"en","title":"November jobs report: What to know this week<blockquote>11 月就业报告：本周须知</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124072014","media":"yahoo","summary":"As investors return from the Thanksgiving-shortened trading week, focus will shift to the U.S. labor","content":"<p>As investors return from the Thanksgiving-shortened trading week, focus will shift to the U.S. labor market.</p><p><blockquote>随着投资者从感恩节缩短的交易周归来，焦点将转向美国劳动力市场。</blockquote></p><p> The Labor Department's monthly jobs report due for release on Friday is set to provide an updated snapshot of the strength in hiring and labor force participation in the U.S. economy. Consensus economists are looking for a half-million jobs to have returned in November, with the pace of hiring slowing only slightly from October's 531,000 gain. The unemployment rate is also expected to improve further to 4.5% from October's 4.6%, reaching the lowest level since March 2020.</p><p><blockquote>劳工部将于周五发布的月度就业报告将提供美国经济中招聘和劳动力参与实力的最新快照。共识经济学家预计 11 月份将恢复 50 万个工作岗位，招聘速度仅比 10 月份的 53.1 万个工作岗位略有放缓。失业率预计也将从10月份的4.6%进一步改善至4.5%，达到2020年3月以来的最低水平。</blockquote></p><p> \"We expect non-farm payrolls to have risen by 500,000 in November, but the growing risk of a winter COVID wave and a dwindling supply of available workers will weigh on jobs growth soon,\" wrote Paul Ashworth, chief North America economist for Capital Economics, in a note last week.</p><p><blockquote>凯投宏观(Capital Economics)首席北美经济学家保罗·阿什沃斯(Paul Ashworth)写道：“我们预计11月份非农就业人数将增加50万人，但冬季新冠疫情浪潮的风险越来越大以及可用工人供应的减少将很快影响就业增长。”上周的一份报告中。</blockquote></p><p> \"Employment growth can’t continue at this pace for much longer unless the labor force stages a more notable recovery. If anything, labor supply could<i>worsen</i>over the coming months as the federal vaccine mandate covering 100 [million] workers begins on January 4,\" Ashworth added. \"That suggests wage growth will remain strong, and we expect a 0.4% [month-over-month] rise in average hourly earnings in October.\"</p><p><blockquote>“除非劳动力出现更明显的复苏，否则就业增长不可能以这种速度持续太久。如果说有什么不同的话，那就是劳动力供应可能会下降。”<i>恶化</i>阿什沃斯补充说：“在未来几个月里，覆盖 1 亿 [万] 工人的联邦疫苗授权将于 1 月 4 日开始。这表明工资增长将保持强劲，我们预计 10 月份平均时薪将[环比]增长 0.4%”。</blockquote></p><p> On a year-over-year basis, average hourly earnings are expected to rise by 5.0%, accelerating even further after October's already marked 4.9% rise and representing the fastest wage growth rate since February.</p><p><blockquote>与去年同期相比，平均时薪预计将增长 5.0%，继 10 月份已经增长 4.9% 之后进一步加速，这是自 2 月份以来最快的工资增长率。</blockquote></p><p> Growing average wages and a tight labor market — while a positive for consumers and their ability to spend — has also stoked concerns over persistent inflation. Last week's Personal Consumption Expenditures (PCE) deflator from the Bureau of Economic Analysis for October showed an annual jump of 5.0% in the index, or the biggest rise since 1990. And the core PCE, or the Fed's preferred inflation gauge stripping out volatile food and energy prices, rose by 4.1% year-over-year — the most in three decades.</p><p><blockquote>平均工资增长和劳动力市场紧张——虽然对消费者及其消费能力有利——也加剧了人们对持续通胀的担忧。经济分析局上周公布的 10 月份个人消费支出 (PCE) 平减指数显示，该指数年增长率为 5.0%，为 1990 年以来最大涨幅。核心 PCE（美联储首选的剔除波动的食品和能源价格的通胀指标）同比上涨 4.1%，为三十年来最高。</blockquote></p><p> Other recent data have homed in on the tight labor market and presaged a potentially strong November jobs report. Last week'sinitial jobless claims fell to a 52-year low of 199,000, taking out both the prior pandemic-era low and pre-pandemic average for new first-time filings. This served as yet another point underscoring the steep competition for labor among U.S. employers, with companies attempting to hire and retain their existing workforces amid widespread labor shortages.</p><p><blockquote>最近的其他数据反映了紧张的劳动力市场，并预示着 11 月份就业报告可能会强劲。上周，首次申请失业救济人数降至 19.9 万人的 52 年来最低点，打破了疫情时代之前的低点和疫情之前新首次申请失业救济人数的平均水平。这再次凸显了美国雇主之间激烈的劳动力竞争，在劳动力普遍短缺的情况下，公司试图雇用和留住现有劳动力。</blockquote></p><p> Even given these lingering scarcities, the labor force participation rate has yet to return to pre-pandemic levels. The civilian labor force was still down by nearly 3 million participants compared to February 2020, with lingering concerns over the virus and adesire by many working-age individuals to seek out new roles with better flexibility and benefitsstill keeping many individuals on the sidelines of the workforce. Consensus economists expect the labor force participation rate to tick up only slightly in November to reach 61.7%, growing from October's 61.6% but coming in well below the 63.3% rate from February 2020.</p><p><blockquote>即使考虑到这些挥之不去的短缺，劳动力参与率仍未恢复到大流行前的水平。与2020年2月相比，平民劳动力仍减少了近300万参与者，对病毒的担忧挥之不去，许多工作年龄的人渴望寻找具有更好灵活性和福利的新角色，这仍然使许多人处于劳动力的边缘。共识经济学家预计，11 月份劳动力参与率只会小幅上升，达到 61.7%，高于 10 月份的 61.6%，但远低于 2020 年 2 月的 63.3%。</blockquote></p><p> Returning the economy back to pre-pandemic labor force participation levels and ensuring job gains are seen equitably across different groups has become a key focus for the Federal Reserve. And the distance still left to make up on these fronts has also been the biggest factor keeping the Fed ultra-accommodative with its monetary policy support, even after a parade of hotter-than-expected inflation reports that would appear to warrant a more hawkish policy tilt and a quicker-than-expected hike to interest rates.Fed Chair Jerome Powell's renomination to remain as head of the central bankfurther suggests the Fed's focus on the labor market as a critical informing factor for monetary policy will remain.</p><p><blockquote>让经济恢复到大流行前的劳动力参与水平，并确保不同群体的就业增长得到公平对待，已成为美联储的一个重点。这些方面仍有待弥合的距离也是美联储在货币政策支持方面保持超宽松的最大因素，即使在一系列比预期更热门的通胀报告之后，这些报告似乎需要更加鹰派的政策倾斜和加息速度快于预期。美联储主席杰罗姆·鲍威尔再次被提名继续担任央行行长，这进一步表明美联储将继续关注劳动力市场作为货币政策的关键信息因素。</blockquote></p><p> \"Market views for future Fed rate increases have been pulled forward aggressively in response to evidence that elevated inflation pressures are likely to persist for longer,\" wrote Deutsche Bank economist Justin Weidner in a note last week. \"However, as Chair Powell's November press conference made evident, prospects for the labor market to return to maximum employment remain a critical consideration for when the Fed will eventually begin to actively tighten monetary policy.\"</p><p><blockquote>德意志银行经济学家贾斯汀·魏德纳在上周的一份报告中写道：“由于有证据表明通胀压力上升可能会持续更长时间，市场对美联储未来加息的看法已被大幅提前。”“然而，正如鲍威尔主席 11 月新闻发布会所表明的那样，劳动力市场恢复最大就业的前景仍然是美联储最终何时开始积极收紧货币政策的关键考虑因素。”</blockquote></p><p> Economic calendar</p><p><blockquote>经济日历</blockquote></p><p> <ul>  <li><b>Monday:</b>Pending home sales, month-over-month, October (0.7% expected, -2.3% in September); Dallas Federal Reserve Manufacturing Activity Index, November (17.0 expected, 14.6 in October)</p><p><blockquote><ul><li><b>星期一：</b>10 月份待售房屋销售环比（预期 0.7%，9 月份为 -2.3%）；达拉斯美联储 11 月制造业活动指数（预期 17.0，10 月 14.6）</li></ul></blockquote></p><p></p><p></li>  <li><b>Tuesday:</b>FHFA House Price Index, month-over-month, September (1.2% expected, 1.0% in August); S&amp;P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, September (1.30% expected, 1.17% in August); S&amp;P CoreLogic Case-Shiller 20-City Composite Index, September (19.66% during prior month); MNI Chicago PMI, November (67.0 expected, 68.4 in October); Conference Board Consumer Confidence Index, November (110.0 expected, 113.8 in October)</p><p><blockquote><li><b>星期二：</b>FHFA房价指数，9月环比（预期1.2%，8月1.0%）；S&amp;P CoreLogic Case-Shiller 20 个城市综合指数，9 月环比（预期 1.30%，8 月 1.17%）；S&amp;P CoreLogic Case-Shiller 20 个城市综合指数，9 月（上月为 19.66%）；MNI芝加哥采购经理人指数，11月（预期67.0，10月68.4）；世界大型企业联合会消费者信心指数，11 月（预期 110.0，10 月 113.8）</li></blockquote></p><p></li>  <li><b>Wednesday:</b>MBA Mortgage Applications, November 26 (1.8% during prior week); ADP Employment Change, November (515,000 expected, 571,000 in October); Markit U.S. Manufacturing PMI, November final (59.1 during prior month); Construction Spending, month-over-month, October (0.5% expected, -0.5% in September); ISM Manufacturing, November (61.0 expected, 60.8 in October); Federal Reserve releases Beige Book</p><p><blockquote><li><b>星期三：</b>MBA 抵押贷款申请，11 月 26 日（前一周 1.8%）；11 月 ADP 就业变化（预计 515,000 人，10 月 571,000 人）；Markit 美国 11 月制造业 PMI 最终值（上月为 59.1）；10 月份建筑支出环比（预期 0.5%，9 月份为 -0.5%）；ISM 制造业，11 月（预期 61.0，10 月 60.8）；美联储发布褐皮书</li></blockquote></p><p></li>  <li><b>Thursday:</b>Challenger job cuts, November (-71.7% in October); Initial jobless claims, week ended Nov. 27 (199,000 during prior week); Continuing claims, Nov. 20 (2.049 during prior week)</p><p><blockquote><li><b>星期四：</b>挑战者裁员，11 月（10 月-71.7%）；截至 11 月 27 日当周首次申请失业救济人数（前一周为 199,000 人）；持续索赔，11 月 20 日（前一周 2,049）</li></blockquote></p><p></li>  <li><b>Friday:</b>Change in non-farm payrolls, November (500,000 expected, 531,000 in October); Unemployment rate, November (4.5% expected, 4.6% in October); Average Hourly Earnings, month-over-month, November (0.4% expected, 0.4% in October); Average Hourly Earnings, year-over-year, November (5.0% expected, 4.9% in October); Markit U.S. Services PMI, November final (57.0 in prior print); Markit U.S. Composite PMI, November final (56.5 in prior print); ISM Services Index, November (65.0 expected, 66.7 in October); Factory Orders, October (0.5% expected, 0.2% in September); Durable Goods Orders, October final (-0.5% in prior print)</p><p><blockquote><li><b>星期五：</b>11 月非农就业人数变化（预计 500,000 人，10 月 531,000 人）；11月失业率（预期4.5%，10月4.6%）；11 月份平均小时收益环比（预期 0.4%，10 月份 0.4%）；11 月份平均小时收入同比（预期 5.0%，10 月份 4.9%）；Markit 美国服务业 PMI，11 月最终值（先前印刷为 57.0）；Markit 美国综合 PMI，11 月最终值（先前印刷为 56.5）；ISM服务业指数，11月（预期65.0，10月66.7）；10月工厂订单（预期0.5%，9月0.2%）；耐用品订单，10 月份最终订单（先前印刷-0.5%）</li></blockquote></p><p></li> </ul> Earnings calendar</p><p><blockquote>收益日历</blockquote></p><p> <ul>  <li><b>Monday:</b><i>No notable reports scheduled for release</i></p><p><blockquote><ul><li><b>星期一：</b><i>没有计划发布的重要报告</i></li></ul></blockquote></p><p></li>  <li><b>Tuesday:</b>Salesforce.com (CRM) after market close</p><p><blockquote><li><b>星期二：</b>Salesforce.com (CRM) 收盘后</li></blockquote></p><p></li>  <li><b>Wednesday:</b>PVH Corp. (PVH) after market close</p><p><blockquote><li><b>星期三：</b>PVH Corp. (PVH) 收盘后</li></blockquote></p><p></li>  <li><b>Thursday:</b>Dollar General (DG), Kroger (KR) before market open; Ulta Beauty (ULTA) after market close</p><p><blockquote><li><b>星期四：</b>Dollar General (DG)、Kroger (KR) 开市前；Ulta Beauty (ULTA) 收盘后</li></blockquote></p><p></li>  <li><b>Friday:</b><i>No notable reports scheduled for release</i></p><p><blockquote><li><b>星期五：</b><i>没有计划发布的重要报告</i></li></blockquote></p><p></li> </ul></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>November jobs report: What to know this week<blockquote>11 月就业报告：本周须知</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\">\nNovember jobs report: What to know this week<blockquote>11 月就业报告：本周须知</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">yahoo</strong><span class=\"h-time small\">2021-11-29 07:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As investors return from the Thanksgiving-shortened trading week, focus will shift to the U.S. labor market.</p><p><blockquote>随着投资者从感恩节缩短的交易周归来，焦点将转向美国劳动力市场。</blockquote></p><p> The Labor Department's monthly jobs report due for release on Friday is set to provide an updated snapshot of the strength in hiring and labor force participation in the U.S. economy. Consensus economists are looking for a half-million jobs to have returned in November, with the pace of hiring slowing only slightly from October's 531,000 gain. The unemployment rate is also expected to improve further to 4.5% from October's 4.6%, reaching the lowest level since March 2020.</p><p><blockquote>劳工部将于周五发布的月度就业报告将提供美国经济中招聘和劳动力参与实力的最新快照。共识经济学家预计 11 月份将恢复 50 万个工作岗位，招聘速度仅比 10 月份的 53.1 万个工作岗位略有放缓。失业率预计也将从10月份的4.6%进一步改善至4.5%，达到2020年3月以来的最低水平。</blockquote></p><p> \"We expect non-farm payrolls to have risen by 500,000 in November, but the growing risk of a winter COVID wave and a dwindling supply of available workers will weigh on jobs growth soon,\" wrote Paul Ashworth, chief North America economist for Capital Economics, in a note last week.</p><p><blockquote>凯投宏观(Capital Economics)首席北美经济学家保罗·阿什沃斯(Paul Ashworth)写道：“我们预计11月份非农就业人数将增加50万人，但冬季新冠疫情浪潮的风险越来越大以及可用工人供应的减少将很快影响就业增长。”上周的一份报告中。</blockquote></p><p> \"Employment growth can’t continue at this pace for much longer unless the labor force stages a more notable recovery. If anything, labor supply could<i>worsen</i>over the coming months as the federal vaccine mandate covering 100 [million] workers begins on January 4,\" Ashworth added. \"That suggests wage growth will remain strong, and we expect a 0.4% [month-over-month] rise in average hourly earnings in October.\"</p><p><blockquote>“除非劳动力出现更明显的复苏，否则就业增长不可能以这种速度持续太久。如果说有什么不同的话，那就是劳动力供应可能会下降。”<i>恶化</i>阿什沃斯补充说：“在未来几个月里，覆盖 1 亿 [万] 工人的联邦疫苗授权将于 1 月 4 日开始。这表明工资增长将保持强劲，我们预计 10 月份平均时薪将[环比]增长 0.4%”。</blockquote></p><p> On a year-over-year basis, average hourly earnings are expected to rise by 5.0%, accelerating even further after October's already marked 4.9% rise and representing the fastest wage growth rate since February.</p><p><blockquote>与去年同期相比，平均时薪预计将增长 5.0%，继 10 月份已经增长 4.9% 之后进一步加速，这是自 2 月份以来最快的工资增长率。</blockquote></p><p> Growing average wages and a tight labor market — while a positive for consumers and their ability to spend — has also stoked concerns over persistent inflation. Last week's Personal Consumption Expenditures (PCE) deflator from the Bureau of Economic Analysis for October showed an annual jump of 5.0% in the index, or the biggest rise since 1990. And the core PCE, or the Fed's preferred inflation gauge stripping out volatile food and energy prices, rose by 4.1% year-over-year — the most in three decades.</p><p><blockquote>平均工资增长和劳动力市场紧张——虽然对消费者及其消费能力有利——也加剧了人们对持续通胀的担忧。经济分析局上周公布的 10 月份个人消费支出 (PCE) 平减指数显示，该指数年增长率为 5.0%，为 1990 年以来最大涨幅。核心 PCE（美联储首选的剔除波动的食品和能源价格的通胀指标）同比上涨 4.1%，为三十年来最高。</blockquote></p><p> Other recent data have homed in on the tight labor market and presaged a potentially strong November jobs report. Last week'sinitial jobless claims fell to a 52-year low of 199,000, taking out both the prior pandemic-era low and pre-pandemic average for new first-time filings. This served as yet another point underscoring the steep competition for labor among U.S. employers, with companies attempting to hire and retain their existing workforces amid widespread labor shortages.</p><p><blockquote>最近的其他数据反映了紧张的劳动力市场，并预示着 11 月份就业报告可能会强劲。上周，首次申请失业救济人数降至 19.9 万人的 52 年来最低点，打破了疫情时代之前的低点和疫情之前新首次申请失业救济人数的平均水平。这再次凸显了美国雇主之间激烈的劳动力竞争，在劳动力普遍短缺的情况下，公司试图雇用和留住现有劳动力。</blockquote></p><p> Even given these lingering scarcities, the labor force participation rate has yet to return to pre-pandemic levels. The civilian labor force was still down by nearly 3 million participants compared to February 2020, with lingering concerns over the virus and adesire by many working-age individuals to seek out new roles with better flexibility and benefitsstill keeping many individuals on the sidelines of the workforce. Consensus economists expect the labor force participation rate to tick up only slightly in November to reach 61.7%, growing from October's 61.6% but coming in well below the 63.3% rate from February 2020.</p><p><blockquote>即使考虑到这些挥之不去的短缺，劳动力参与率仍未恢复到大流行前的水平。与2020年2月相比，平民劳动力仍减少了近300万参与者，对病毒的担忧挥之不去，许多工作年龄的人渴望寻找具有更好灵活性和福利的新角色，这仍然使许多人处于劳动力的边缘。共识经济学家预计，11 月份劳动力参与率只会小幅上升，达到 61.7%，高于 10 月份的 61.6%，但远低于 2020 年 2 月的 63.3%。</blockquote></p><p> Returning the economy back to pre-pandemic labor force participation levels and ensuring job gains are seen equitably across different groups has become a key focus for the Federal Reserve. And the distance still left to make up on these fronts has also been the biggest factor keeping the Fed ultra-accommodative with its monetary policy support, even after a parade of hotter-than-expected inflation reports that would appear to warrant a more hawkish policy tilt and a quicker-than-expected hike to interest rates.Fed Chair Jerome Powell's renomination to remain as head of the central bankfurther suggests the Fed's focus on the labor market as a critical informing factor for monetary policy will remain.</p><p><blockquote>让经济恢复到大流行前的劳动力参与水平，并确保不同群体的就业增长得到公平对待，已成为美联储的一个重点。这些方面仍有待弥合的距离也是美联储在货币政策支持方面保持超宽松的最大因素，即使在一系列比预期更热门的通胀报告之后，这些报告似乎需要更加鹰派的政策倾斜和加息速度快于预期。美联储主席杰罗姆·鲍威尔再次被提名继续担任央行行长，这进一步表明美联储将继续关注劳动力市场作为货币政策的关键信息因素。</blockquote></p><p> \"Market views for future Fed rate increases have been pulled forward aggressively in response to evidence that elevated inflation pressures are likely to persist for longer,\" wrote Deutsche Bank economist Justin Weidner in a note last week. \"However, as Chair Powell's November press conference made evident, prospects for the labor market to return to maximum employment remain a critical consideration for when the Fed will eventually begin to actively tighten monetary policy.\"</p><p><blockquote>德意志银行经济学家贾斯汀·魏德纳在上周的一份报告中写道：“由于有证据表明通胀压力上升可能会持续更长时间，市场对美联储未来加息的看法已被大幅提前。”“然而，正如鲍威尔主席 11 月新闻发布会所表明的那样，劳动力市场恢复最大就业的前景仍然是美联储最终何时开始积极收紧货币政策的关键考虑因素。”</blockquote></p><p> Economic calendar</p><p><blockquote>经济日历</blockquote></p><p> <ul>  <li><b>Monday:</b>Pending home sales, month-over-month, October (0.7% expected, -2.3% in September); Dallas Federal Reserve Manufacturing Activity Index, November (17.0 expected, 14.6 in October)</p><p><blockquote><ul><li><b>星期一：</b>10 月份待售房屋销售环比（预期 0.7%，9 月份为 -2.3%）；达拉斯美联储 11 月制造业活动指数（预期 17.0，10 月 14.6）</li></ul></blockquote></p><p></p><p></li>  <li><b>Tuesday:</b>FHFA House Price Index, month-over-month, September (1.2% expected, 1.0% in August); S&amp;P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, September (1.30% expected, 1.17% in August); S&amp;P CoreLogic Case-Shiller 20-City Composite Index, September (19.66% during prior month); MNI Chicago PMI, November (67.0 expected, 68.4 in October); Conference Board Consumer Confidence Index, November (110.0 expected, 113.8 in October)</p><p><blockquote><li><b>星期二：</b>FHFA房价指数，9月环比（预期1.2%，8月1.0%）；S&amp;P CoreLogic Case-Shiller 20 个城市综合指数，9 月环比（预期 1.30%，8 月 1.17%）；S&amp;P CoreLogic Case-Shiller 20 个城市综合指数，9 月（上月为 19.66%）；MNI芝加哥采购经理人指数，11月（预期67.0，10月68.4）；世界大型企业联合会消费者信心指数，11 月（预期 110.0，10 月 113.8）</li></blockquote></p><p></li>  <li><b>Wednesday:</b>MBA Mortgage Applications, November 26 (1.8% during prior week); ADP Employment Change, November (515,000 expected, 571,000 in October); Markit U.S. Manufacturing PMI, November final (59.1 during prior month); Construction Spending, month-over-month, October (0.5% expected, -0.5% in September); ISM Manufacturing, November (61.0 expected, 60.8 in October); Federal Reserve releases Beige Book</p><p><blockquote><li><b>星期三：</b>MBA 抵押贷款申请，11 月 26 日（前一周 1.8%）；11 月 ADP 就业变化（预计 515,000 人，10 月 571,000 人）；Markit 美国 11 月制造业 PMI 最终值（上月为 59.1）；10 月份建筑支出环比（预期 0.5%，9 月份为 -0.5%）；ISM 制造业，11 月（预期 61.0，10 月 60.8）；美联储发布褐皮书</li></blockquote></p><p></li>  <li><b>Thursday:</b>Challenger job cuts, November (-71.7% in October); Initial jobless claims, week ended Nov. 27 (199,000 during prior week); Continuing claims, Nov. 20 (2.049 during prior week)</p><p><blockquote><li><b>星期四：</b>挑战者裁员，11 月（10 月-71.7%）；截至 11 月 27 日当周首次申请失业救济人数（前一周为 199,000 人）；持续索赔，11 月 20 日（前一周 2,049）</li></blockquote></p><p></li>  <li><b>Friday:</b>Change in non-farm payrolls, November (500,000 expected, 531,000 in October); Unemployment rate, November (4.5% expected, 4.6% in October); Average Hourly Earnings, month-over-month, November (0.4% expected, 0.4% in October); Average Hourly Earnings, year-over-year, November (5.0% expected, 4.9% in October); Markit U.S. Services PMI, November final (57.0 in prior print); Markit U.S. Composite PMI, November final (56.5 in prior print); ISM Services Index, November (65.0 expected, 66.7 in October); Factory Orders, October (0.5% expected, 0.2% in September); Durable Goods Orders, October final (-0.5% in prior print)</p><p><blockquote><li><b>星期五：</b>11 月非农就业人数变化（预计 500,000 人，10 月 531,000 人）；11月失业率（预期4.5%，10月4.6%）；11 月份平均小时收益环比（预期 0.4%，10 月份 0.4%）；11 月份平均小时收入同比（预期 5.0%，10 月份 4.9%）；Markit 美国服务业 PMI，11 月最终值（先前印刷为 57.0）；Markit 美国综合 PMI，11 月最终值（先前印刷为 56.5）；ISM服务业指数，11月（预期65.0，10月66.7）；10月工厂订单（预期0.5%，9月0.2%）；耐用品订单，10 月份最终订单（先前印刷-0.5%）</li></blockquote></p><p></li> </ul> Earnings calendar</p><p><blockquote>收益日历</blockquote></p><p> <ul>  <li><b>Monday:</b><i>No notable reports scheduled for release</i></p><p><blockquote><ul><li><b>星期一：</b><i>没有计划发布的重要报告</i></li></ul></blockquote></p><p></li>  <li><b>Tuesday:</b>Salesforce.com (CRM) after market close</p><p><blockquote><li><b>星期二：</b>Salesforce.com (CRM) 收盘后</li></blockquote></p><p></li>  <li><b>Wednesday:</b>PVH Corp. (PVH) after market close</p><p><blockquote><li><b>星期三：</b>PVH Corp. (PVH) 收盘后</li></blockquote></p><p></li>  <li><b>Thursday:</b>Dollar General (DG), Kroger (KR) before market open; Ulta Beauty (ULTA) after market close</p><p><blockquote><li><b>星期四：</b>Dollar General (DG)、Kroger (KR) 开市前；Ulta Beauty (ULTA) 收盘后</li></blockquote></p><p></li>  <li><b>Friday:</b><i>No notable reports scheduled for release</i></p><p><blockquote><li><b>星期五：</b><i>没有计划发布的重要报告</i></li></blockquote></p><p></li> </ul></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/november-jobs-report-what-to-know-this-week-144428419.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":"","relate_stocks":{"CRM":"赛富时"},"source_url":"https://finance.yahoo.com/news/november-jobs-report-what-to-know-this-week-144428419.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124072014","content_text":"As investors return from the Thanksgiving-shortened trading week, focus will shift to the U.S. labor market.\nThe Labor Department's monthly jobs report due for release on Friday is set to provide an updated snapshot of the strength in hiring and labor force participation in the U.S. economy. Consensus economists are looking for a half-million jobs to have returned in November, with the pace of hiring slowing only slightly from October's 531,000 gain. The unemployment rate is also expected to improve further to 4.5% from October's 4.6%, reaching the lowest level since March 2020.\n\"We expect non-farm payrolls to have risen by 500,000 in November, but the growing risk of a winter COVID wave and a dwindling supply of available workers will weigh on jobs growth soon,\" wrote Paul Ashworth, chief North America economist for Capital Economics, in a note last week.\n\"Employment growth can’t continue at this pace for much longer unless the labor force stages a more notable recovery. If anything, labor supply couldworsenover the coming months as the federal vaccine mandate covering 100 [million] workers begins on January 4,\" Ashworth added. \"That suggests wage growth will remain strong, and we expect a 0.4% [month-over-month] rise in average hourly earnings in October.\"\nOn a year-over-year basis, average hourly earnings are expected to rise by 5.0%, accelerating even further after October's already marked 4.9% rise and representing the fastest wage growth rate since February.\nGrowing average wages and a tight labor market — while a positive for consumers and their ability to spend — has also stoked concerns over persistent inflation. Last week's Personal Consumption Expenditures (PCE) deflator from the Bureau of Economic Analysis for October showed an annual jump of 5.0% in the index, or the biggest rise since 1990. And the core PCE, or the Fed's preferred inflation gauge stripping out volatile food and energy prices, rose by 4.1% year-over-year — the most in three decades.\nOther recent data have homed in on the tight labor market and presaged a potentially strong November jobs report. Last week'sinitial jobless claims fell to a 52-year low of 199,000, taking out both the prior pandemic-era low and pre-pandemic average for new first-time filings. This served as yet another point underscoring the steep competition for labor among U.S. employers, with companies attempting to hire and retain their existing workforces amid widespread labor shortages.\nEven given these lingering scarcities, the labor force participation rate has yet to return to pre-pandemic levels. The civilian labor force was still down by nearly 3 million participants compared to February 2020, with lingering concerns over the virus and adesire by many working-age individuals to seek out new roles with better flexibility and benefitsstill keeping many individuals on the sidelines of the workforce. Consensus economists expect the labor force participation rate to tick up only slightly in November to reach 61.7%, growing from October's 61.6% but coming in well below the 63.3% rate from February 2020.\nReturning the economy back to pre-pandemic labor force participation levels and ensuring job gains are seen equitably across different groups has become a key focus for the Federal Reserve. And the distance still left to make up on these fronts has also been the biggest factor keeping the Fed ultra-accommodative with its monetary policy support, even after a parade of hotter-than-expected inflation reports that would appear to warrant a more hawkish policy tilt and a quicker-than-expected hike to interest rates.Fed Chair Jerome Powell's renomination to remain as head of the central bankfurther suggests the Fed's focus on the labor market as a critical informing factor for monetary policy will remain.\n\"Market views for future Fed rate increases have been pulled forward aggressively in response to evidence that elevated inflation pressures are likely to persist for longer,\" wrote Deutsche Bank economist Justin Weidner in a note last week. \"However, as Chair Powell's November press conference made evident, prospects for the labor market to return to maximum employment remain a critical consideration for when the Fed will eventually begin to actively tighten monetary policy.\"\nEconomic calendar\n\nMonday:Pending home sales, month-over-month, October (0.7% expected, -2.3% in September); Dallas Federal Reserve Manufacturing Activity Index, November (17.0 expected, 14.6 in October)\nTuesday:FHFA House Price Index, month-over-month, September (1.2% expected, 1.0% in August); S&P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, September (1.30% expected, 1.17% in August); S&P CoreLogic Case-Shiller 20-City Composite Index, September (19.66% during prior month); MNI Chicago PMI, November (67.0 expected, 68.4 in October); Conference Board Consumer Confidence Index, November (110.0 expected, 113.8 in October)\nWednesday:MBA Mortgage Applications, November 26 (1.8% during prior week); ADP Employment Change, November (515,000 expected, 571,000 in October); Markit U.S. Manufacturing PMI, November final (59.1 during prior month); Construction Spending, month-over-month, October (0.5% expected, -0.5% in September); ISM Manufacturing, November (61.0 expected, 60.8 in October); Federal Reserve releases Beige Book\nThursday:Challenger job cuts, November (-71.7% in October); Initial jobless claims, week ended Nov. 27 (199,000 during prior week); Continuing claims, Nov. 20 (2.049 during prior week)\nFriday:Change in non-farm payrolls, November (500,000 expected, 531,000 in October); Unemployment rate, November (4.5% expected, 4.6% in October); Average Hourly Earnings, month-over-month, November (0.4% expected, 0.4% in October); Average Hourly Earnings, year-over-year, November (5.0% expected, 4.9% in October); Markit U.S. Services PMI, November final (57.0 in prior print); Markit U.S. Composite PMI, November final (56.5 in prior print); ISM Services Index, November (65.0 expected, 66.7 in October); Factory Orders, October (0.5% expected, 0.2% in September); Durable Goods Orders, October final (-0.5% in prior print)\n\nEarnings calendar\n\nMonday:No notable reports scheduled for release\nTuesday:Salesforce.com (CRM) after market close\nWednesday:PVH Corp. (PVH) after market close\nThursday:Dollar General (DG), Kroger (KR) before market open; Ulta Beauty (ULTA) after market close\nFriday:No notable reports scheduled for release","news_type":1,"symbols_score_info":{"CRM":0.9}},"isVote":1,"tweetType":1,"viewCount":769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600428467,"gmtCreate":1638190745801,"gmtModify":1638270999319,"author":{"id":"3575758612828517","authorId":"3575758612828517","name":"PoptartBob","avatar":"https://static.tigerbbs.com/10ff2a5007f83b4e55eb5a9ab7cbfbd0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575758612828517","authorIdStr":"3575758612828517"},"themes":[],"title":"","htmlText":"great one","listText":"great one","text":"great one","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/600428467","repostId":"1124072014","repostType":4,"repost":{"id":"1124072014","kind":"news","pubTimestamp":1638140765,"share":"https://www.laohunote.com/m/news/1124072014?lang=zh_CN&edition=full","pubTime":"2021-11-29 07:06","market":"us","language":"en","title":"November jobs report: What to know this week<blockquote>11 月就业报告：本周须知</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124072014","media":"yahoo","summary":"As investors return from the Thanksgiving-shortened trading week, focus will shift to the U.S. labor","content":"<p>As investors return from the Thanksgiving-shortened trading week, focus will shift to the U.S. labor market.</p><p><blockquote>随着投资者从感恩节缩短的交易周归来，焦点将转向美国劳动力市场。</blockquote></p><p> The Labor Department's monthly jobs report due for release on Friday is set to provide an updated snapshot of the strength in hiring and labor force participation in the U.S. economy. Consensus economists are looking for a half-million jobs to have returned in November, with the pace of hiring slowing only slightly from October's 531,000 gain. The unemployment rate is also expected to improve further to 4.5% from October's 4.6%, reaching the lowest level since March 2020.</p><p><blockquote>劳工部将于周五发布的月度就业报告将提供美国经济中招聘和劳动力参与实力的最新快照。共识经济学家预计 11 月份将恢复 50 万个工作岗位，招聘速度仅比 10 月份的 53.1 万个工作岗位略有放缓。失业率预计也将从10月份的4.6%进一步改善至4.5%，达到2020年3月以来的最低水平。</blockquote></p><p> \"We expect non-farm payrolls to have risen by 500,000 in November, but the growing risk of a winter COVID wave and a dwindling supply of available workers will weigh on jobs growth soon,\" wrote Paul Ashworth, chief North America economist for Capital Economics, in a note last week.</p><p><blockquote>凯投宏观(Capital Economics)首席北美经济学家保罗·阿什沃斯(Paul Ashworth)写道：“我们预计11月份非农就业人数将增加50万人，但冬季新冠疫情浪潮的风险越来越大以及可用工人供应的减少将很快影响就业增长。”上周的一份报告中。</blockquote></p><p> \"Employment growth can’t continue at this pace for much longer unless the labor force stages a more notable recovery. If anything, labor supply could<i>worsen</i>over the coming months as the federal vaccine mandate covering 100 [million] workers begins on January 4,\" Ashworth added. \"That suggests wage growth will remain strong, and we expect a 0.4% [month-over-month] rise in average hourly earnings in October.\"</p><p><blockquote>“除非劳动力出现更明显的复苏，否则就业增长不可能以这种速度持续太久。如果说有什么不同的话，那就是劳动力供应可能会下降。”<i>恶化</i>阿什沃斯补充说：“在未来几个月里，覆盖 1 亿 [万] 工人的联邦疫苗授权将于 1 月 4 日开始。这表明工资增长将保持强劲，我们预计 10 月份平均时薪将[环比]增长 0.4%”。</blockquote></p><p> On a year-over-year basis, average hourly earnings are expected to rise by 5.0%, accelerating even further after October's already marked 4.9% rise and representing the fastest wage growth rate since February.</p><p><blockquote>与去年同期相比，平均时薪预计将增长 5.0%，继 10 月份已经增长 4.9% 之后进一步加速，这是自 2 月份以来最快的工资增长率。</blockquote></p><p> Growing average wages and a tight labor market — while a positive for consumers and their ability to spend — has also stoked concerns over persistent inflation. Last week's Personal Consumption Expenditures (PCE) deflator from the Bureau of Economic Analysis for October showed an annual jump of 5.0% in the index, or the biggest rise since 1990. And the core PCE, or the Fed's preferred inflation gauge stripping out volatile food and energy prices, rose by 4.1% year-over-year — the most in three decades.</p><p><blockquote>平均工资增长和劳动力市场紧张——虽然对消费者及其消费能力有利——也加剧了人们对持续通胀的担忧。经济分析局上周公布的 10 月份个人消费支出 (PCE) 平减指数显示，该指数年增长率为 5.0%，为 1990 年以来最大涨幅。核心 PCE（美联储首选的剔除波动的食品和能源价格的通胀指标）同比上涨 4.1%，为三十年来最高。</blockquote></p><p> Other recent data have homed in on the tight labor market and presaged a potentially strong November jobs report. Last week'sinitial jobless claims fell to a 52-year low of 199,000, taking out both the prior pandemic-era low and pre-pandemic average for new first-time filings. This served as yet another point underscoring the steep competition for labor among U.S. employers, with companies attempting to hire and retain their existing workforces amid widespread labor shortages.</p><p><blockquote>最近的其他数据反映了紧张的劳动力市场，并预示着 11 月份就业报告可能会强劲。上周，首次申请失业救济人数降至 19.9 万人的 52 年来最低点，打破了疫情时代之前的低点和疫情之前新首次申请失业救济人数的平均水平。这再次凸显了美国雇主之间激烈的劳动力竞争，在劳动力普遍短缺的情况下，公司试图雇用和留住现有劳动力。</blockquote></p><p> Even given these lingering scarcities, the labor force participation rate has yet to return to pre-pandemic levels. The civilian labor force was still down by nearly 3 million participants compared to February 2020, with lingering concerns over the virus and adesire by many working-age individuals to seek out new roles with better flexibility and benefitsstill keeping many individuals on the sidelines of the workforce. Consensus economists expect the labor force participation rate to tick up only slightly in November to reach 61.7%, growing from October's 61.6% but coming in well below the 63.3% rate from February 2020.</p><p><blockquote>即使考虑到这些挥之不去的短缺，劳动力参与率仍未恢复到大流行前的水平。与2020年2月相比，平民劳动力仍减少了近300万参与者，对病毒的担忧挥之不去，许多工作年龄的人渴望寻找具有更好灵活性和福利的新角色，这仍然使许多人处于劳动力的边缘。共识经济学家预计，11 月份劳动力参与率只会小幅上升，达到 61.7%，高于 10 月份的 61.6%，但远低于 2020 年 2 月的 63.3%。</blockquote></p><p> Returning the economy back to pre-pandemic labor force participation levels and ensuring job gains are seen equitably across different groups has become a key focus for the Federal Reserve. And the distance still left to make up on these fronts has also been the biggest factor keeping the Fed ultra-accommodative with its monetary policy support, even after a parade of hotter-than-expected inflation reports that would appear to warrant a more hawkish policy tilt and a quicker-than-expected hike to interest rates.Fed Chair Jerome Powell's renomination to remain as head of the central bankfurther suggests the Fed's focus on the labor market as a critical informing factor for monetary policy will remain.</p><p><blockquote>让经济恢复到大流行前的劳动力参与水平，并确保不同群体的就业增长得到公平对待，已成为美联储的一个重点。这些方面仍有待弥合的距离也是美联储在货币政策支持方面保持超宽松的最大因素，即使在一系列比预期更热门的通胀报告之后，这些报告似乎需要更加鹰派的政策倾斜和加息速度快于预期。美联储主席杰罗姆·鲍威尔再次被提名继续担任央行行长，这进一步表明美联储将继续关注劳动力市场作为货币政策的关键信息因素。</blockquote></p><p> \"Market views for future Fed rate increases have been pulled forward aggressively in response to evidence that elevated inflation pressures are likely to persist for longer,\" wrote Deutsche Bank economist Justin Weidner in a note last week. \"However, as Chair Powell's November press conference made evident, prospects for the labor market to return to maximum employment remain a critical consideration for when the Fed will eventually begin to actively tighten monetary policy.\"</p><p><blockquote>德意志银行经济学家贾斯汀·魏德纳在上周的一份报告中写道：“由于有证据表明通胀压力上升可能会持续更长时间，市场对美联储未来加息的看法已被大幅提前。”“然而，正如鲍威尔主席 11 月新闻发布会所表明的那样，劳动力市场恢复最大就业的前景仍然是美联储最终何时开始积极收紧货币政策的关键考虑因素。”</blockquote></p><p> Economic calendar</p><p><blockquote>经济日历</blockquote></p><p> <ul>  <li><b>Monday:</b>Pending home sales, month-over-month, October (0.7% expected, -2.3% in September); Dallas Federal Reserve Manufacturing Activity Index, November (17.0 expected, 14.6 in October)</p><p><blockquote><ul><li><b>星期一：</b>10 月份待售房屋销售环比（预期 0.7%，9 月份为 -2.3%）；达拉斯美联储 11 月制造业活动指数（预期 17.0，10 月 14.6）</li></ul></blockquote></p><p></p><p></li>  <li><b>Tuesday:</b>FHFA House Price Index, month-over-month, September (1.2% expected, 1.0% in August); S&amp;P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, September (1.30% expected, 1.17% in August); S&amp;P CoreLogic Case-Shiller 20-City Composite Index, September (19.66% during prior month); MNI Chicago PMI, November (67.0 expected, 68.4 in October); Conference Board Consumer Confidence Index, November (110.0 expected, 113.8 in October)</p><p><blockquote><li><b>星期二：</b>FHFA房价指数，9月环比（预期1.2%，8月1.0%）；S&amp;P CoreLogic Case-Shiller 20 个城市综合指数，9 月环比（预期 1.30%，8 月 1.17%）；S&amp;P CoreLogic Case-Shiller 20 个城市综合指数，9 月（上月为 19.66%）；MNI芝加哥采购经理人指数，11月（预期67.0，10月68.4）；世界大型企业联合会消费者信心指数，11 月（预期 110.0，10 月 113.8）</li></blockquote></p><p></li>  <li><b>Wednesday:</b>MBA Mortgage Applications, November 26 (1.8% during prior week); ADP Employment Change, November (515,000 expected, 571,000 in October); Markit U.S. Manufacturing PMI, November final (59.1 during prior month); Construction Spending, month-over-month, October (0.5% expected, -0.5% in September); ISM Manufacturing, November (61.0 expected, 60.8 in October); Federal Reserve releases Beige Book</p><p><blockquote><li><b>星期三：</b>MBA 抵押贷款申请，11 月 26 日（前一周 1.8%）；11 月 ADP 就业变化（预计 515,000 人，10 月 571,000 人）；Markit 美国 11 月制造业 PMI 最终值（上月为 59.1）；10 月份建筑支出环比（预期 0.5%，9 月份为 -0.5%）；ISM 制造业，11 月（预期 61.0，10 月 60.8）；美联储发布褐皮书</li></blockquote></p><p></li>  <li><b>Thursday:</b>Challenger job cuts, November (-71.7% in October); Initial jobless claims, week ended Nov. 27 (199,000 during prior week); Continuing claims, Nov. 20 (2.049 during prior week)</p><p><blockquote><li><b>星期四：</b>挑战者裁员，11 月（10 月-71.7%）；截至 11 月 27 日当周首次申请失业救济人数（前一周为 199,000 人）；持续索赔，11 月 20 日（前一周 2,049）</li></blockquote></p><p></li>  <li><b>Friday:</b>Change in non-farm payrolls, November (500,000 expected, 531,000 in October); Unemployment rate, November (4.5% expected, 4.6% in October); Average Hourly Earnings, month-over-month, November (0.4% expected, 0.4% in October); Average Hourly Earnings, year-over-year, November (5.0% expected, 4.9% in October); Markit U.S. Services PMI, November final (57.0 in prior print); Markit U.S. Composite PMI, November final (56.5 in prior print); ISM Services Index, November (65.0 expected, 66.7 in October); Factory Orders, October (0.5% expected, 0.2% in September); Durable Goods Orders, October final (-0.5% in prior print)</p><p><blockquote><li><b>星期五：</b>11 月非农就业人数变化（预计 500,000 人，10 月 531,000 人）；11月失业率（预期4.5%，10月4.6%）；11 月份平均小时收益环比（预期 0.4%，10 月份 0.4%）；11 月份平均小时收入同比（预期 5.0%，10 月份 4.9%）；Markit 美国服务业 PMI，11 月最终值（先前印刷为 57.0）；Markit 美国综合 PMI，11 月最终值（先前印刷为 56.5）；ISM服务业指数，11月（预期65.0，10月66.7）；10月工厂订单（预期0.5%，9月0.2%）；耐用品订单，10 月份最终订单（先前印刷-0.5%）</li></blockquote></p><p></li> </ul> Earnings calendar</p><p><blockquote>收益日历</blockquote></p><p> <ul>  <li><b>Monday:</b><i>No notable reports scheduled for release</i></p><p><blockquote><ul><li><b>星期一：</b><i>没有计划发布的重要报告</i></li></ul></blockquote></p><p></li>  <li><b>Tuesday:</b>Salesforce.com (CRM) after market close</p><p><blockquote><li><b>星期二：</b>Salesforce.com (CRM) 收盘后</li></blockquote></p><p></li>  <li><b>Wednesday:</b>PVH Corp. (PVH) after market close</p><p><blockquote><li><b>星期三：</b>PVH Corp. (PVH) 收盘后</li></blockquote></p><p></li>  <li><b>Thursday:</b>Dollar General (DG), Kroger (KR) before market open; Ulta Beauty (ULTA) after market close</p><p><blockquote><li><b>星期四：</b>Dollar General (DG)、Kroger (KR) 开市前；Ulta Beauty (ULTA) 收盘后</li></blockquote></p><p></li>  <li><b>Friday:</b><i>No notable reports scheduled for release</i></p><p><blockquote><li><b>星期五：</b><i>没有计划发布的重要报告</i></li></blockquote></p><p></li> </ul></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>November jobs report: What to know this week<blockquote>11 月就业报告：本周须知</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\">\nNovember jobs report: What to know this week<blockquote>11 月就业报告：本周须知</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">yahoo</strong><span class=\"h-time small\">2021-11-29 07:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As investors return from the Thanksgiving-shortened trading week, focus will shift to the U.S. labor market.</p><p><blockquote>随着投资者从感恩节缩短的交易周归来，焦点将转向美国劳动力市场。</blockquote></p><p> The Labor Department's monthly jobs report due for release on Friday is set to provide an updated snapshot of the strength in hiring and labor force participation in the U.S. economy. Consensus economists are looking for a half-million jobs to have returned in November, with the pace of hiring slowing only slightly from October's 531,000 gain. The unemployment rate is also expected to improve further to 4.5% from October's 4.6%, reaching the lowest level since March 2020.</p><p><blockquote>劳工部将于周五发布的月度就业报告将提供美国经济中招聘和劳动力参与实力的最新快照。共识经济学家预计 11 月份将恢复 50 万个工作岗位，招聘速度仅比 10 月份的 53.1 万个工作岗位略有放缓。失业率预计也将从10月份的4.6%进一步改善至4.5%，达到2020年3月以来的最低水平。</blockquote></p><p> \"We expect non-farm payrolls to have risen by 500,000 in November, but the growing risk of a winter COVID wave and a dwindling supply of available workers will weigh on jobs growth soon,\" wrote Paul Ashworth, chief North America economist for Capital Economics, in a note last week.</p><p><blockquote>凯投宏观(Capital Economics)首席北美经济学家保罗·阿什沃斯(Paul Ashworth)写道：“我们预计11月份非农就业人数将增加50万人，但冬季新冠疫情浪潮的风险越来越大以及可用工人供应的减少将很快影响就业增长。”上周的一份报告中。</blockquote></p><p> \"Employment growth can’t continue at this pace for much longer unless the labor force stages a more notable recovery. If anything, labor supply could<i>worsen</i>over the coming months as the federal vaccine mandate covering 100 [million] workers begins on January 4,\" Ashworth added. \"That suggests wage growth will remain strong, and we expect a 0.4% [month-over-month] rise in average hourly earnings in October.\"</p><p><blockquote>“除非劳动力出现更明显的复苏，否则就业增长不可能以这种速度持续太久。如果说有什么不同的话，那就是劳动力供应可能会下降。”<i>恶化</i>阿什沃斯补充说：“在未来几个月里，覆盖 1 亿 [万] 工人的联邦疫苗授权将于 1 月 4 日开始。这表明工资增长将保持强劲，我们预计 10 月份平均时薪将[环比]增长 0.4%”。</blockquote></p><p> On a year-over-year basis, average hourly earnings are expected to rise by 5.0%, accelerating even further after October's already marked 4.9% rise and representing the fastest wage growth rate since February.</p><p><blockquote>与去年同期相比，平均时薪预计将增长 5.0%，继 10 月份已经增长 4.9% 之后进一步加速，这是自 2 月份以来最快的工资增长率。</blockquote></p><p> Growing average wages and a tight labor market — while a positive for consumers and their ability to spend — has also stoked concerns over persistent inflation. Last week's Personal Consumption Expenditures (PCE) deflator from the Bureau of Economic Analysis for October showed an annual jump of 5.0% in the index, or the biggest rise since 1990. And the core PCE, or the Fed's preferred inflation gauge stripping out volatile food and energy prices, rose by 4.1% year-over-year — the most in three decades.</p><p><blockquote>平均工资增长和劳动力市场紧张——虽然对消费者及其消费能力有利——也加剧了人们对持续通胀的担忧。经济分析局上周公布的 10 月份个人消费支出 (PCE) 平减指数显示，该指数年增长率为 5.0%，为 1990 年以来最大涨幅。核心 PCE（美联储首选的剔除波动的食品和能源价格的通胀指标）同比上涨 4.1%，为三十年来最高。</blockquote></p><p> Other recent data have homed in on the tight labor market and presaged a potentially strong November jobs report. Last week'sinitial jobless claims fell to a 52-year low of 199,000, taking out both the prior pandemic-era low and pre-pandemic average for new first-time filings. This served as yet another point underscoring the steep competition for labor among U.S. employers, with companies attempting to hire and retain their existing workforces amid widespread labor shortages.</p><p><blockquote>最近的其他数据反映了紧张的劳动力市场，并预示着 11 月份就业报告可能会强劲。上周，首次申请失业救济人数降至 19.9 万人的 52 年来最低点，打破了疫情时代之前的低点和疫情之前新首次申请失业救济人数的平均水平。这再次凸显了美国雇主之间激烈的劳动力竞争，在劳动力普遍短缺的情况下，公司试图雇用和留住现有劳动力。</blockquote></p><p> Even given these lingering scarcities, the labor force participation rate has yet to return to pre-pandemic levels. The civilian labor force was still down by nearly 3 million participants compared to February 2020, with lingering concerns over the virus and adesire by many working-age individuals to seek out new roles with better flexibility and benefitsstill keeping many individuals on the sidelines of the workforce. Consensus economists expect the labor force participation rate to tick up only slightly in November to reach 61.7%, growing from October's 61.6% but coming in well below the 63.3% rate from February 2020.</p><p><blockquote>即使考虑到这些挥之不去的短缺，劳动力参与率仍未恢复到大流行前的水平。与2020年2月相比，平民劳动力仍减少了近300万参与者，对病毒的担忧挥之不去，许多工作年龄的人渴望寻找具有更好灵活性和福利的新角色，这仍然使许多人处于劳动力的边缘。共识经济学家预计，11 月份劳动力参与率只会小幅上升，达到 61.7%，高于 10 月份的 61.6%，但远低于 2020 年 2 月的 63.3%。</blockquote></p><p> Returning the economy back to pre-pandemic labor force participation levels and ensuring job gains are seen equitably across different groups has become a key focus for the Federal Reserve. And the distance still left to make up on these fronts has also been the biggest factor keeping the Fed ultra-accommodative with its monetary policy support, even after a parade of hotter-than-expected inflation reports that would appear to warrant a more hawkish policy tilt and a quicker-than-expected hike to interest rates.Fed Chair Jerome Powell's renomination to remain as head of the central bankfurther suggests the Fed's focus on the labor market as a critical informing factor for monetary policy will remain.</p><p><blockquote>让经济恢复到大流行前的劳动力参与水平，并确保不同群体的就业增长得到公平对待，已成为美联储的一个重点。这些方面仍有待弥合的距离也是美联储在货币政策支持方面保持超宽松的最大因素，即使在一系列比预期更热门的通胀报告之后，这些报告似乎需要更加鹰派的政策倾斜和加息速度快于预期。美联储主席杰罗姆·鲍威尔再次被提名继续担任央行行长，这进一步表明美联储将继续关注劳动力市场作为货币政策的关键信息因素。</blockquote></p><p> \"Market views for future Fed rate increases have been pulled forward aggressively in response to evidence that elevated inflation pressures are likely to persist for longer,\" wrote Deutsche Bank economist Justin Weidner in a note last week. \"However, as Chair Powell's November press conference made evident, prospects for the labor market to return to maximum employment remain a critical consideration for when the Fed will eventually begin to actively tighten monetary policy.\"</p><p><blockquote>德意志银行经济学家贾斯汀·魏德纳在上周的一份报告中写道：“由于有证据表明通胀压力上升可能会持续更长时间，市场对美联储未来加息的看法已被大幅提前。”“然而，正如鲍威尔主席 11 月新闻发布会所表明的那样，劳动力市场恢复最大就业的前景仍然是美联储最终何时开始积极收紧货币政策的关键考虑因素。”</blockquote></p><p> Economic calendar</p><p><blockquote>经济日历</blockquote></p><p> <ul>  <li><b>Monday:</b>Pending home sales, month-over-month, October (0.7% expected, -2.3% in September); Dallas Federal Reserve Manufacturing Activity Index, November (17.0 expected, 14.6 in October)</p><p><blockquote><ul><li><b>星期一：</b>10 月份待售房屋销售环比（预期 0.7%，9 月份为 -2.3%）；达拉斯美联储 11 月制造业活动指数（预期 17.0，10 月 14.6）</li></ul></blockquote></p><p></p><p></li>  <li><b>Tuesday:</b>FHFA House Price Index, month-over-month, September (1.2% expected, 1.0% in August); S&amp;P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, September (1.30% expected, 1.17% in August); S&amp;P CoreLogic Case-Shiller 20-City Composite Index, September (19.66% during prior month); MNI Chicago PMI, November (67.0 expected, 68.4 in October); Conference Board Consumer Confidence Index, November (110.0 expected, 113.8 in October)</p><p><blockquote><li><b>星期二：</b>FHFA房价指数，9月环比（预期1.2%，8月1.0%）；S&amp;P CoreLogic Case-Shiller 20 个城市综合指数，9 月环比（预期 1.30%，8 月 1.17%）；S&amp;P CoreLogic Case-Shiller 20 个城市综合指数，9 月（上月为 19.66%）；MNI芝加哥采购经理人指数，11月（预期67.0，10月68.4）；世界大型企业联合会消费者信心指数，11 月（预期 110.0，10 月 113.8）</li></blockquote></p><p></li>  <li><b>Wednesday:</b>MBA Mortgage Applications, November 26 (1.8% during prior week); ADP Employment Change, November (515,000 expected, 571,000 in October); Markit U.S. Manufacturing PMI, November final (59.1 during prior month); Construction Spending, month-over-month, October (0.5% expected, -0.5% in September); ISM Manufacturing, November (61.0 expected, 60.8 in October); Federal Reserve releases Beige Book</p><p><blockquote><li><b>星期三：</b>MBA 抵押贷款申请，11 月 26 日（前一周 1.8%）；11 月 ADP 就业变化（预计 515,000 人，10 月 571,000 人）；Markit 美国 11 月制造业 PMI 最终值（上月为 59.1）；10 月份建筑支出环比（预期 0.5%，9 月份为 -0.5%）；ISM 制造业，11 月（预期 61.0，10 月 60.8）；美联储发布褐皮书</li></blockquote></p><p></li>  <li><b>Thursday:</b>Challenger job cuts, November (-71.7% in October); Initial jobless claims, week ended Nov. 27 (199,000 during prior week); Continuing claims, Nov. 20 (2.049 during prior week)</p><p><blockquote><li><b>星期四：</b>挑战者裁员，11 月（10 月-71.7%）；截至 11 月 27 日当周首次申请失业救济人数（前一周为 199,000 人）；持续索赔，11 月 20 日（前一周 2,049）</li></blockquote></p><p></li>  <li><b>Friday:</b>Change in non-farm payrolls, November (500,000 expected, 531,000 in October); Unemployment rate, November (4.5% expected, 4.6% in October); Average Hourly Earnings, month-over-month, November (0.4% expected, 0.4% in October); Average Hourly Earnings, year-over-year, November (5.0% expected, 4.9% in October); Markit U.S. Services PMI, November final (57.0 in prior print); Markit U.S. Composite PMI, November final (56.5 in prior print); ISM Services Index, November (65.0 expected, 66.7 in October); Factory Orders, October (0.5% expected, 0.2% in September); Durable Goods Orders, October final (-0.5% in prior print)</p><p><blockquote><li><b>星期五：</b>11 月非农就业人数变化（预计 500,000 人，10 月 531,000 人）；11月失业率（预期4.5%，10月4.6%）；11 月份平均小时收益环比（预期 0.4%，10 月份 0.4%）；11 月份平均小时收入同比（预期 5.0%，10 月份 4.9%）；Markit 美国服务业 PMI，11 月最终值（先前印刷为 57.0）；Markit 美国综合 PMI，11 月最终值（先前印刷为 56.5）；ISM服务业指数，11月（预期65.0，10月66.7）；10月工厂订单（预期0.5%，9月0.2%）；耐用品订单，10 月份最终订单（先前印刷-0.5%）</li></blockquote></p><p></li> </ul> Earnings calendar</p><p><blockquote>收益日历</blockquote></p><p> <ul>  <li><b>Monday:</b><i>No notable reports scheduled for release</i></p><p><blockquote><ul><li><b>星期一：</b><i>没有计划发布的重要报告</i></li></ul></blockquote></p><p></li>  <li><b>Tuesday:</b>Salesforce.com (CRM) after market close</p><p><blockquote><li><b>星期二：</b>Salesforce.com (CRM) 收盘后</li></blockquote></p><p></li>  <li><b>Wednesday:</b>PVH Corp. (PVH) after market close</p><p><blockquote><li><b>星期三：</b>PVH Corp. (PVH) 收盘后</li></blockquote></p><p></li>  <li><b>Thursday:</b>Dollar General (DG), Kroger (KR) before market open; Ulta Beauty (ULTA) after market close</p><p><blockquote><li><b>星期四：</b>Dollar General (DG)、Kroger (KR) 开市前；Ulta Beauty (ULTA) 收盘后</li></blockquote></p><p></li>  <li><b>Friday:</b><i>No notable reports scheduled for release</i></p><p><blockquote><li><b>星期五：</b><i>没有计划发布的重要报告</i></li></blockquote></p><p></li> </ul></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/november-jobs-report-what-to-know-this-week-144428419.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":"","relate_stocks":{"CRM":"赛富时"},"source_url":"https://finance.yahoo.com/news/november-jobs-report-what-to-know-this-week-144428419.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124072014","content_text":"As investors return from the Thanksgiving-shortened trading week, focus will shift to the U.S. labor market.\nThe Labor Department's monthly jobs report due for release on Friday is set to provide an updated snapshot of the strength in hiring and labor force participation in the U.S. economy. Consensus economists are looking for a half-million jobs to have returned in November, with the pace of hiring slowing only slightly from October's 531,000 gain. The unemployment rate is also expected to improve further to 4.5% from October's 4.6%, reaching the lowest level since March 2020.\n\"We expect non-farm payrolls to have risen by 500,000 in November, but the growing risk of a winter COVID wave and a dwindling supply of available workers will weigh on jobs growth soon,\" wrote Paul Ashworth, chief North America economist for Capital Economics, in a note last week.\n\"Employment growth can’t continue at this pace for much longer unless the labor force stages a more notable recovery. If anything, labor supply couldworsenover the coming months as the federal vaccine mandate covering 100 [million] workers begins on January 4,\" Ashworth added. \"That suggests wage growth will remain strong, and we expect a 0.4% [month-over-month] rise in average hourly earnings in October.\"\nOn a year-over-year basis, average hourly earnings are expected to rise by 5.0%, accelerating even further after October's already marked 4.9% rise and representing the fastest wage growth rate since February.\nGrowing average wages and a tight labor market — while a positive for consumers and their ability to spend — has also stoked concerns over persistent inflation. Last week's Personal Consumption Expenditures (PCE) deflator from the Bureau of Economic Analysis for October showed an annual jump of 5.0% in the index, or the biggest rise since 1990. And the core PCE, or the Fed's preferred inflation gauge stripping out volatile food and energy prices, rose by 4.1% year-over-year — the most in three decades.\nOther recent data have homed in on the tight labor market and presaged a potentially strong November jobs report. Last week'sinitial jobless claims fell to a 52-year low of 199,000, taking out both the prior pandemic-era low and pre-pandemic average for new first-time filings. This served as yet another point underscoring the steep competition for labor among U.S. employers, with companies attempting to hire and retain their existing workforces amid widespread labor shortages.\nEven given these lingering scarcities, the labor force participation rate has yet to return to pre-pandemic levels. The civilian labor force was still down by nearly 3 million participants compared to February 2020, with lingering concerns over the virus and adesire by many working-age individuals to seek out new roles with better flexibility and benefitsstill keeping many individuals on the sidelines of the workforce. Consensus economists expect the labor force participation rate to tick up only slightly in November to reach 61.7%, growing from October's 61.6% but coming in well below the 63.3% rate from February 2020.\nReturning the economy back to pre-pandemic labor force participation levels and ensuring job gains are seen equitably across different groups has become a key focus for the Federal Reserve. And the distance still left to make up on these fronts has also been the biggest factor keeping the Fed ultra-accommodative with its monetary policy support, even after a parade of hotter-than-expected inflation reports that would appear to warrant a more hawkish policy tilt and a quicker-than-expected hike to interest rates.Fed Chair Jerome Powell's renomination to remain as head of the central bankfurther suggests the Fed's focus on the labor market as a critical informing factor for monetary policy will remain.\n\"Market views for future Fed rate increases have been pulled forward aggressively in response to evidence that elevated inflation pressures are likely to persist for longer,\" wrote Deutsche Bank economist Justin Weidner in a note last week. \"However, as Chair Powell's November press conference made evident, prospects for the labor market to return to maximum employment remain a critical consideration for when the Fed will eventually begin to actively tighten monetary policy.\"\nEconomic calendar\n\nMonday:Pending home sales, month-over-month, October (0.7% expected, -2.3% in September); Dallas Federal Reserve Manufacturing Activity Index, November (17.0 expected, 14.6 in October)\nTuesday:FHFA House Price Index, month-over-month, September (1.2% expected, 1.0% in August); S&P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, September (1.30% expected, 1.17% in August); S&P CoreLogic Case-Shiller 20-City Composite Index, September (19.66% during prior month); MNI Chicago PMI, November (67.0 expected, 68.4 in October); Conference Board Consumer Confidence Index, November (110.0 expected, 113.8 in October)\nWednesday:MBA Mortgage Applications, November 26 (1.8% during prior week); ADP Employment Change, November (515,000 expected, 571,000 in October); Markit U.S. Manufacturing PMI, November final (59.1 during prior month); Construction Spending, month-over-month, October (0.5% expected, -0.5% in September); ISM Manufacturing, November (61.0 expected, 60.8 in October); Federal Reserve releases Beige Book\nThursday:Challenger job cuts, November (-71.7% in October); Initial jobless claims, week ended Nov. 27 (199,000 during prior week); Continuing claims, Nov. 20 (2.049 during prior week)\nFriday:Change in non-farm payrolls, November (500,000 expected, 531,000 in October); Unemployment rate, November (4.5% expected, 4.6% in October); Average Hourly Earnings, month-over-month, November (0.4% expected, 0.4% in October); Average Hourly Earnings, year-over-year, November (5.0% expected, 4.9% in October); Markit U.S. Services PMI, November final (57.0 in prior print); Markit U.S. Composite PMI, November final (56.5 in prior print); ISM Services Index, November (65.0 expected, 66.7 in October); Factory Orders, October (0.5% expected, 0.2% in September); Durable Goods Orders, October final (-0.5% in prior print)\n\nEarnings calendar\n\nMonday:No notable reports scheduled for release\nTuesday:Salesforce.com (CRM) after market close\nWednesday:PVH Corp. (PVH) after market close\nThursday:Dollar General (DG), Kroger (KR) before market open; Ulta Beauty (ULTA) after market close\nFriday:No notable reports scheduled for release","news_type":1,"symbols_score_info":{"CRM":0.9}},"isVote":1,"tweetType":1,"viewCount":824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600344655,"gmtCreate":1638075329388,"gmtModify":1638075440106,"author":{"id":"3575758612828517","authorId":"3575758612828517","name":"PoptartBob","avatar":"https://static.tigerbbs.com/10ff2a5007f83b4e55eb5a9ab7cbfbd0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575758612828517","authorIdStr":"3575758612828517"},"themes":[],"title":"","htmlText":"great one","listText":"great one","text":"great one","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/600344655","repostId":"2186432895","repostType":4,"isVote":1,"tweetType":1,"viewCount":1170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877710808,"gmtCreate":1637982100047,"gmtModify":1637982208825,"author":{"id":"3575758612828517","authorId":"3575758612828517","name":"PoptartBob","avatar":"https://static.tigerbbs.com/10ff2a5007f83b4e55eb5a9ab7cbfbd0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575758612828517","authorIdStr":"3575758612828517"},"themes":[],"title":"","htmlText":"great one","listText":"great one","text":"great one","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/877710808","repostId":"2186344334","repostType":4,"isVote":1,"tweetType":1,"viewCount":682,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874705857,"gmtCreate":1637819688578,"gmtModify":1637819788722,"author":{"id":"3575758612828517","authorId":"3575758612828517","name":"PoptartBob","avatar":"https://static.tigerbbs.com/10ff2a5007f83b4e55eb5a9ab7cbfbd0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575758612828517","authorIdStr":"3575758612828517"},"themes":[],"title":"","htmlText":"great one","listText":"great one","text":"great one","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/874705857","repostId":"1102650041","repostType":4,"repost":{"id":"1102650041","kind":"news","pubTimestamp":1637819505,"share":"https://www.laohunote.com/m/news/1102650041?lang=zh_CN&edition=full","pubTime":"2021-11-25 13:51","market":"us","language":"en","title":"Plug Power Vs Bloom Energy Stock: Which Is The Better Buy?<blockquote>普拉格能源与布鲁姆能源股票：哪个更值得购买？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1102650041","media":"Seeking Alpha","summary":"Summary\n\nThe infrastructure bill signed by President Joe Biden will deliver at least $20.5B for the ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>The infrastructure bill signed by President Joe Biden will deliver at least $20.5B for the clean energy sector.</li>  <li>Another $1.75T reconciliation federal bill includes over $550B for multiple clean energy projects, such as carbon capture and green hydrogen technologies.</li>  <li>PLUG and BE reported impressive revenue growth in the past four years.</li>  <li>We discuss which is the better buy now.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a18c2655d855af9ab1878ba3e880c3ad\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>piyaset/iStock via Getty Images</span></p><p><blockquote><ul><li>乔·拜登总统签署的基础设施法案将为清洁能源行业提供至少 20.5B 美元。</li><li>另一项 1.75 亿美元的联邦和解法案包括超过 5500 亿美元用于多个清洁能源项目，例如碳捕获和绿色氢技术。</li><li>据报道，PLUG and BE 在过去四年中的收入增长令人印象深刻。</li><li>我们讨论现在买哪个更好。</li></ul><p class=\"t-img-caption\"><span>piyaset/iStock 来自盖蒂图片社</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> The&nbsp;$1.2T infrastructure bill signed by President Joe Biden&nbsp;is expected to deliver massive tailwinds to the clean energy sector. Both companies have displayed remarkable growth in the past four years, with Plug Power Inc. (PLUG) growing at a CAGR of 42.41% and Bloom Energy Corporation (BE) at a CAGR of 33.34%. While PLUG seems to lead the pack for green hydrogen technology, BE is catching up with its&nbsp;low-cost green hydrogen&nbsp;in its collaboration with Heliogen, Inc.</p><p><blockquote>乔·拜登总统签署的 1.2 万亿美元基础设施法案预计将为清洁能源行业带来巨大推动力。两家公司在过去四年中都表现出了显着的增长，普拉格能源公司 (PLUG) 的复合年增长率为 42.41%，布鲁姆能源公司 (BE) 的复合年增长率为 33.34%。虽然 PLUG 似乎在绿色氢技术领域处于领先地位，但 BE 正在与 Heliogen, Inc. 合作，追赶其低成本绿色氢。</blockquote></p><p> We discuss which stock is the better buy now.</p><p><blockquote>我们讨论现在买哪只股票更好。</blockquote></p><p> <b>Stock YTD Performance</b></p><p><blockquote><b>股票年初至今表现</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65af0bfb0008a06519092b7eed568201\" tg-width=\"640\" tg-height=\"331\" width=\"100%\" height=\"auto\"><span>PLUG stock Vs. BE stock YTD performance (as of 25 November 21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>PLUG 股票与 BE 股票年初至今表现（截至 11 月 25 日）。</span></p></blockquote></p><p> Both stocks started the year with tremendous excitement. PLUG stock quickly raced to a YTD gain of more than 100%, while BE stock followed closely. However, both stocks were severely battered during the rotation to high-quality stocks in February. As a result, not only did their momentum disappear, but it also turned bearish abruptly. PLUG and BE stock found themselves underwater by April and stayed in the red over the next six months. However, the recent infrastructure bill lifted investors' spirits and confidence in both stocks. As a result, their momentum has significantly recovered. PLUG stock recovered remarkably, and the stock is just slightly underperforming the market with a YTD gain of 24.5%. In addition, BE stock is near getting out of the trenches with a YTD return of -1.5%.</p><p><blockquote>这两只股票都以极大的兴奋开始了新的一年。PLUG 股票年初至今涨幅迅速超过 100%，而 BE 股票紧随其后。然而，这两只股票在2月份转向优质股票的过程中都遭受了重创。结果，他们的势头不仅消失了，还突然转为看跌。PLUG and BE stock 在四月份发现自己处于水下，并在接下来的六个月里一直处于亏损状态。然而，最近的基础设施法案提振了投资者对这两只股票的士气和信心。因此，他们的势头明显恢复。PLUG 股票显着复苏，该股仅略低于大盘，年初至今涨幅为 24.5%。此外，BE 股票即将摆脱低谷，年初至今回报率为 -1.5%。</blockquote></p><p> <b>Infrastructure Bill Is A Significant Boost To Clean Energy Companies</b></p><p><blockquote><b>基础设施法案对清洁能源公司来说是一个重大推动</b></blockquote></p><p> The&nbsp;infrastructure bill signed on 15th November 2021&nbsp;delivered a massive boost to many sectors, including clean energy. The benefits to the clean energy sector include:</p><p><blockquote>2021年11月15日签署的基础设施法案极大地推动了包括清洁能源在内的许多行业。清洁能源行业的好处包括：</blockquote></p><p> <ul>  <li>$8B to develop regional clean hydrogen hubs. It includes $500M for clean hydrogen manufacturing and $1B to decrease the cost of clean hydrogen production from electrolyzers.</li>  <li>$7.5B to develop electric vehicle charging infrastructure and vehicle-to-grid infrastructure.</li>  <li>$5B to develop zero- and low-emission buses and ferries.</li>  <li>Part of the&nbsp;$17 billion in port infrastructure and $25 billion in airports&nbsp;will also be used to develop low-carbon technologies.</li> </ul> On top of the $1.2T signed infrastructure bill, a separate&nbsp;$1.75T reconciliation bill&nbsp;is currently in consideration. This bill includes over$550B for multiple clean energy projects, including carbon capture and green hydrogen technologies. These will help to accelerate the research and development while lowering the cost price for green hydrogen. As a result, it will help promote the adoption of green hydrogen as alternative energy by most in the commercial and industrial sectors.</p><p><blockquote><ul><li>80亿美元用于开发区域清洁氢中心。其中包括 5 亿美元用于清洁氢制造，以及 10 亿美元用于降低电解槽清洁氢生产成本。</li><li>$7.5B 用于开发电动汽车充电基础设施和车辆到电网基础设施。</li><li>50亿美元用于开发零排放和低排放公共汽车和渡轮。</li><li>170亿美元的港口基础设施和250亿美元的机场也将用于开发低碳技术。</li></ul>除了已签署的 1.2 万亿美元基础设施法案外，目前正在考虑另一项 1.75 万亿美元的对账法案。该法案包括超过 5500 亿美元用于多个清洁能源项目，包括碳捕获和绿色氢技术。这些将有助于加快研发，同时降低绿色氢的成本价格。因此，它将有助于促进大多数商业和工业部门采用绿色氢作为替代能源。</blockquote></p><p> Multiple giants in the industrial sector such as Phillips 66&nbsp;(NYSE:PSX), Airbus (OTCPK:EADSF), and&nbsp;SK Group&nbsp;have already signed various collaborations with PLUG and BE to reduce their greenhouse emission by 2030. In addition, a few US states have also embraced clean energy initiatives, such as California,Washington, and Hawaii. For example, in 2019, California set a target of&nbsp;60% renewable energy on the grid by 2030, with a goal of 100% climate-friendly energy. These include green hydrogen on top of hydroelectricity and nuclear power.</p><p><blockquote>Phillips 66 (NYSE:PSX)、空中客车公司 (OTCPK:EADSF) 和 SK Group 等工业领域的多家巨头已经与 PLUG 和 BE 签署了多项合作协议，旨在到 2030 年减少温室气体排放。此外，美国一些州也接受了清洁能源倡议，例如加利福尼亚州、华盛顿州和夏威夷州。例如，2019年，加州设定了到2030年可再生能源上网的目标，目标是100%气候友好型能源。其中包括水电和核电之外的绿色氢。</blockquote></p><p> As a result, it is not hard to see that green hydrogen could experience massive growth and fulfill its potential moving forward. The&nbsp;annual use of hydrogen&nbsp;is expected to grow from 115M metric tonnes to 800M metric tonnes by 2050. It will account for almost 20% of total global energy consumption by then.McKinsey &amp; Company&nbsp;also estimated $150B would be spent in 2021 for hydrogen-related projects globally.</p><p><blockquote>因此，不难看出，绿色氢可能会经历巨大的增长，并实现其前进的潜力。到 2050 年，氢气年使用量预计将从 1.15 亿吨增长到 8 亿吨。届时，它将占全球能源消耗总量的近 20%。麦肯锡公司还估计，2021 年全球氢能相关项目将花费 1500 亿美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01183d08b0673cc90966bbcf0ab04524\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>PLUG &amp; BE Revenue. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>即插即用收入。数据来源：S&amp;P Capital IQ</span></p></blockquote></p><p></p><p> PLUG reported impressive revenue growth in the past four years, at a CAGR of 42.41%, while BE recorded a CAGR of 33.34%. In FQ3'21, PLUG reported a 15.4% QoQ increase in revenue, while BE reported a 9.3% QoQ decline. However, BE has delivered a more consistent EBITDA margin at an average of -5% over the past two years. In contrast, PLUG has shown much greater volatility in its profitability profile. The relatively weak profitability of both companies is mainly attributed to significant R&amp;D work in the green hydrogen market. PLUG also invested substantially in its&nbsp;electrolyzer manufacturing giga-factory, which was recently completed in November 2021. The company expects to ramp up its electrolyzer production by 10x and achieve scale efficiencies to drive down hydrogen costs meaningfully. As for BE, the company expects to produce the lowest cost green hydrogen through its breakthrough electrolyzer technology in collaboration with Heliogen, Inc.</p><p><blockquote>PLUG 在过去四年中报告了令人印象深刻的收入增长，CAGR 为 42.41%，而 BE 的 CAGR 为 33.34%。2021 年第三季度，PLUG 报告收入环比增长 15.4%，而 BE 报告收入环比下降 9.3%。然而，过去两年，BE 的 EBITDA 利润率更加稳定，平均为 -5%。相比之下，PLUG 的盈利能力波动性要大得多。两家公司的盈利能力相对较弱主要归因于绿色氢市场的大量研发工作。PLUG 还大力投资其电解槽制造超级工厂，该工厂最近于 2021 年 11 月竣工。该公司预计将电解槽产量提高 10 倍，并实现规模效率，以显着降低氢气成本。至于BE，该公司预计通过与Heliogen，Inc.合作的突破性电解槽技术生产成本最低的绿色氢。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aeea784ee5e3fa191640fe87cfc3eb47\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>PLUG &amp; BE EBITDA Margin. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>即插即用 EBITDA 利润率。数据来源：S&amp;P Capital IQ</span></p></blockquote></p><p> <b>BE Is One Of The Market Leaders In Low-Cost Green Hydrogen</b></p><p><blockquote><b>BE是低成本绿色氢的市场领导者之一</b></blockquote></p><p> In July 2021,BE and Heliogen, In&nbsp;cannounced their collaborations to produce green hydrogen using the combined technology of Heliogen's concentrated solar energy system and the Bloom Electrolyzer. As of November 2021, the partnership led to&nbsp;a successful demonstration in Lancaster, California. The combined technology has shown promise for the mass production of low-cost green hydrogen. Bloom Energy Chief Technology Officer Venkat Venkataraman said:</p><p><blockquote>2021 年 7 月，BE 和 Heliogen, In 宣布合作，利用 Heliogen 聚光太阳能系统和 Bloom 电解槽的组合技术生产绿色氢。截至2021年11月，该合作伙伴关系在加利福尼亚州兰开斯特成功进行了演示。该组合技术已显示出大规模生产低成本绿色氢的前景。布鲁姆能源首席技术官 Venkat Venkataraman 表示：</blockquote></p><p>   This integration with Heliogen underscores the value that strategic collaborations and industry-leading innovation can bring to driving change and making positive impacts for our climate. With a focus on providing highly efficient and low-cost green hydrogen at scale, we will be a leader in low-cost hydrogen. (Bloom Energy)  Compared to the conventional Proton Exchange Membrane (PEM) technology using electricity, BE reported that its new combined technology with Heliogen can&nbsp;produce green hydrogen with 45% cost efficiency. BE highlighted that&nbsp;electricity accounts for almost 80%&nbsp;of the cost of green hydrogen. With the use of steam through Heliogen's concentrated solar technology, BE expects to reduce production costs substantially. In turn, it will encourage the mass adoption of its clean energy products. It's because the commercial and industrial sector is responsible for more than&nbsp;a third of global energy consumption and a quarter of global CO2 emissions. BE is working towards replacing fossil fuels in widespread commercial and industrial applications.</p><p><blockquote>与Heliogen的整合凸显了战略合作和行业领先的创新在推动变革和对我们的气候产生积极影响方面所带来的价值。专注于大规模提供高效、低成本的绿色氢，我们将成为低成本氢领域的领导者。（Bloom Energy）据悉，与使用电力的传统质子交换膜（PEM）技术相比，其与Heliogen的新组合技术可以以45%的成本效率生产绿色氢气。需要强调的是，电力占绿色氢成本的近80%。通过 Heliogen 的聚光太阳能技术使用蒸汽，预计将大幅降低生产成本。反过来，它将鼓励其清洁能源产品的大规模采用。这是因为商业和工业部门占全球能源消耗的三分之一以上，占全球二氧化碳排放量的四分之一。BE 正在努力在广泛的商业和工业应用中取代化石燃料。</blockquote></p><p> <b>Both Companies Are Expected To Grow Rapidly</b></p><p><blockquote><b>预计两家公司都将快速增长</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c078f8fe17358802a0e3b322fcd0abe5\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>PLUG &amp; BE Projected Revenue. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>PLUG &amp; BE 预计收入。数据来源：S&amp;P Capital IQ</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33bf72347b821955a9641c3cefcf48a0\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>PLUG &amp; BE Projected EBITDA Margin. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>即插即用预计 EBITDA 利润率。数据来源：S&amp;P Capital IQ</span></p></blockquote></p><p> Both companies are expected to report significant revenue growth. PLUG is estimated to post a higher revenue CAGR of 50.81%, compared to BE's revenue CAGR of 26.19%. PLUG is also expected to post higher average EBITDA margins over the next five years.</p><p><blockquote>预计两家公司的收入都将大幅增长。PLUG 的收入复合年增长率预计为 50.81%，而 BE 的收入复合年增长率为 26.19%。PLUG 预计未来五年的平均 EBITDA 利润率也将更高。</blockquote></p><p> Nevertheless, if BE can successfully commercialize its applications, we expect BE's estimates to be revised upwards. If we consider&nbsp;BE's electrolyzer efficiency of 45%, BE's green hydrogen cost could potentially rival&nbsp;PLUG's target of $1.5 per kg. Currently, the estimated price in October 2021 for green hydrogen is within the range of&nbsp;$3.18 and $5.75 per kg. Therefore, the potential for both companies could be massive if they are successful in their commercialization initiatives.</p><p><blockquote>尽管如此，如果 BE 能够成功将其应用商业化，我们预计 BE 的估计将被上调。如果我们考虑到 BE 45% 的电解槽效率，BE 的绿色氢成本可能会与 PLUG 每公斤 1.5 美元的目标相媲美。目前，2021年10月绿色氢的预计价格在每公斤3.18美元至5.75美元之间。因此，如果两家公司的商业化计划取得成功，它们的潜力可能是巨大的。</blockquote></p><p> <b>Which Stock Is The Better Buy Now?</b></p><p><blockquote><b>现在买哪只股票比较好？</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4684055a24f47b1a84947bc43a04df6b\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>PLUG &amp; BE EV/Fwd Revenue. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>即插即用电动汽车/前轮驱动收入。数据来源：S&amp;P Capital IQ</span></p></blockquote></p><p> <i>PLUG</i>&nbsp;is currently trading at an EV/NTM revenue of 26.7x. It's lower than its peers' comps set mean of 36.09x. Notably, it is significantly higher than BE's 5.2x. Nevertheless, we think there's a considerable amount of growth premium embedded into their current valuation, and more so for PLUG.</p><p><blockquote><i>插头</i>目前 EV/NTM 收入为 26.7 倍。它低于同行的 comps 设定平均值 36.09 倍。值得注意的是，它明显高于BE的5.2倍。尽管如此，我们认为他们目前的估值中蕴含着相当大的增长溢价，对于 PLUG 来说更是如此。</blockquote></p><p> But, if we observe their EV/Fwd Revenue valuation trend, both companies are expected to grow rapidly. Therefore, if investors are willing to pore over their valuation with a speculative lens, their premium might be justified.</p><p><blockquote>但是，如果我们观察他们的EV/Fwd收入估值趋势，预计两家公司都将快速增长。因此，如果投资者愿意用投机的眼光仔细研究他们的估值，他们的溢价可能是合理的。</blockquote></p><p></p><p> We believe that PLUG will be the leader in its field. Moreover, the market also thinks likewise as reflected in its valuation. Nevertheless, BE attracts a much lower premium. PLUG has demonstrated strong leadership and is also expected to grow faster, so we prefer PLUG stock over BE stock.</p><p><blockquote>我们相信 PLUG 将成为该领域的领导者。此外，市场的想法也反映在其估值上。然而，BE吸引的溢价要低得多。PLUG 已表现出强大的领导地位，预计也将增长更快，因此我们更喜欢 PLUG 股票而不是 BE 股票。</blockquote></p><p> Therefore, we<i>rate PLUG at Buy for speculative investors only.</i></p><p><blockquote>因此，我们<i>仅适用于投机投资者的买入利率插头。</i></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>Plug Power Vs Bloom Energy Stock: Which Is The Better Buy?<blockquote>普拉格能源与布鲁姆能源股票：哪个更值得购买？</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\">\nPlug Power Vs Bloom Energy Stock: Which Is The Better Buy?<blockquote>普拉格能源与布鲁姆能源股票：哪个更值得购买？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-25 13:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>The infrastructure bill signed by President Joe Biden will deliver at least $20.5B for the clean energy sector.</li>  <li>Another $1.75T reconciliation federal bill includes over $550B for multiple clean energy projects, such as carbon capture and green hydrogen technologies.</li>  <li>PLUG and BE reported impressive revenue growth in the past four years.</li>  <li>We discuss which is the better buy now.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a18c2655d855af9ab1878ba3e880c3ad\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>piyaset/iStock via Getty Images</span></p><p><blockquote><ul><li>乔·拜登总统签署的基础设施法案将为清洁能源行业提供至少 20.5B 美元。</li><li>另一项 1.75 亿美元的联邦和解法案包括超过 5500 亿美元用于多个清洁能源项目，例如碳捕获和绿色氢技术。</li><li>据报道，PLUG and BE 在过去四年中的收入增长令人印象深刻。</li><li>我们讨论现在买哪个更好。</li></ul><p class=\"t-img-caption\"><span>piyaset/iStock 来自盖蒂图片社</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> The&nbsp;$1.2T infrastructure bill signed by President Joe Biden&nbsp;is expected to deliver massive tailwinds to the clean energy sector. Both companies have displayed remarkable growth in the past four years, with Plug Power Inc. (PLUG) growing at a CAGR of 42.41% and Bloom Energy Corporation (BE) at a CAGR of 33.34%. While PLUG seems to lead the pack for green hydrogen technology, BE is catching up with its&nbsp;low-cost green hydrogen&nbsp;in its collaboration with Heliogen, Inc.</p><p><blockquote>乔·拜登总统签署的 1.2 万亿美元基础设施法案预计将为清洁能源行业带来巨大推动力。两家公司在过去四年中都表现出了显着的增长，普拉格能源公司 (PLUG) 的复合年增长率为 42.41%，布鲁姆能源公司 (BE) 的复合年增长率为 33.34%。虽然 PLUG 似乎在绿色氢技术领域处于领先地位，但 BE 正在与 Heliogen, Inc. 合作，追赶其低成本绿色氢。</blockquote></p><p> We discuss which stock is the better buy now.</p><p><blockquote>我们讨论现在买哪只股票更好。</blockquote></p><p> <b>Stock YTD Performance</b></p><p><blockquote><b>股票年初至今表现</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65af0bfb0008a06519092b7eed568201\" tg-width=\"640\" tg-height=\"331\" width=\"100%\" height=\"auto\"><span>PLUG stock Vs. BE stock YTD performance (as of 25 November 21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>PLUG 股票与 BE 股票年初至今表现（截至 11 月 25 日）。</span></p></blockquote></p><p> Both stocks started the year with tremendous excitement. PLUG stock quickly raced to a YTD gain of more than 100%, while BE stock followed closely. However, both stocks were severely battered during the rotation to high-quality stocks in February. As a result, not only did their momentum disappear, but it also turned bearish abruptly. PLUG and BE stock found themselves underwater by April and stayed in the red over the next six months. However, the recent infrastructure bill lifted investors' spirits and confidence in both stocks. As a result, their momentum has significantly recovered. PLUG stock recovered remarkably, and the stock is just slightly underperforming the market with a YTD gain of 24.5%. In addition, BE stock is near getting out of the trenches with a YTD return of -1.5%.</p><p><blockquote>这两只股票都以极大的兴奋开始了新的一年。PLUG 股票年初至今涨幅迅速超过 100%，而 BE 股票紧随其后。然而，这两只股票在2月份转向优质股票的过程中都遭受了重创。结果，他们的势头不仅消失了，还突然转为看跌。PLUG and BE stock 在四月份发现自己处于水下，并在接下来的六个月里一直处于亏损状态。然而，最近的基础设施法案提振了投资者对这两只股票的士气和信心。因此，他们的势头明显恢复。PLUG 股票显着复苏，该股仅略低于大盘，年初至今涨幅为 24.5%。此外，BE 股票即将摆脱低谷，年初至今回报率为 -1.5%。</blockquote></p><p> <b>Infrastructure Bill Is A Significant Boost To Clean Energy Companies</b></p><p><blockquote><b>基础设施法案对清洁能源公司来说是一个重大推动</b></blockquote></p><p> The&nbsp;infrastructure bill signed on 15th November 2021&nbsp;delivered a massive boost to many sectors, including clean energy. The benefits to the clean energy sector include:</p><p><blockquote>2021年11月15日签署的基础设施法案极大地推动了包括清洁能源在内的许多行业。清洁能源行业的好处包括：</blockquote></p><p> <ul>  <li>$8B to develop regional clean hydrogen hubs. It includes $500M for clean hydrogen manufacturing and $1B to decrease the cost of clean hydrogen production from electrolyzers.</li>  <li>$7.5B to develop electric vehicle charging infrastructure and vehicle-to-grid infrastructure.</li>  <li>$5B to develop zero- and low-emission buses and ferries.</li>  <li>Part of the&nbsp;$17 billion in port infrastructure and $25 billion in airports&nbsp;will also be used to develop low-carbon technologies.</li> </ul> On top of the $1.2T signed infrastructure bill, a separate&nbsp;$1.75T reconciliation bill&nbsp;is currently in consideration. This bill includes over$550B for multiple clean energy projects, including carbon capture and green hydrogen technologies. These will help to accelerate the research and development while lowering the cost price for green hydrogen. As a result, it will help promote the adoption of green hydrogen as alternative energy by most in the commercial and industrial sectors.</p><p><blockquote><ul><li>80亿美元用于开发区域清洁氢中心。其中包括 5 亿美元用于清洁氢制造，以及 10 亿美元用于降低电解槽清洁氢生产成本。</li><li>$7.5B 用于开发电动汽车充电基础设施和车辆到电网基础设施。</li><li>50亿美元用于开发零排放和低排放公共汽车和渡轮。</li><li>170亿美元的港口基础设施和250亿美元的机场也将用于开发低碳技术。</li></ul>除了已签署的 1.2 万亿美元基础设施法案外，目前正在考虑另一项 1.75 万亿美元的对账法案。该法案包括超过 5500 亿美元用于多个清洁能源项目，包括碳捕获和绿色氢技术。这些将有助于加快研发，同时降低绿色氢的成本价格。因此，它将有助于促进大多数商业和工业部门采用绿色氢作为替代能源。</blockquote></p><p> Multiple giants in the industrial sector such as Phillips 66&nbsp;(NYSE:PSX), Airbus (OTCPK:EADSF), and&nbsp;SK Group&nbsp;have already signed various collaborations with PLUG and BE to reduce their greenhouse emission by 2030. In addition, a few US states have also embraced clean energy initiatives, such as California,Washington, and Hawaii. For example, in 2019, California set a target of&nbsp;60% renewable energy on the grid by 2030, with a goal of 100% climate-friendly energy. These include green hydrogen on top of hydroelectricity and nuclear power.</p><p><blockquote>Phillips 66 (NYSE:PSX)、空中客车公司 (OTCPK:EADSF) 和 SK Group 等工业领域的多家巨头已经与 PLUG 和 BE 签署了多项合作协议，旨在到 2030 年减少温室气体排放。此外，美国一些州也接受了清洁能源倡议，例如加利福尼亚州、华盛顿州和夏威夷州。例如，2019年，加州设定了到2030年可再生能源上网的目标，目标是100%气候友好型能源。其中包括水电和核电之外的绿色氢。</blockquote></p><p> As a result, it is not hard to see that green hydrogen could experience massive growth and fulfill its potential moving forward. The&nbsp;annual use of hydrogen&nbsp;is expected to grow from 115M metric tonnes to 800M metric tonnes by 2050. It will account for almost 20% of total global energy consumption by then.McKinsey &amp; Company&nbsp;also estimated $150B would be spent in 2021 for hydrogen-related projects globally.</p><p><blockquote>因此，不难看出，绿色氢可能会经历巨大的增长，并实现其前进的潜力。到 2050 年，氢气年使用量预计将从 1.15 亿吨增长到 8 亿吨。届时，它将占全球能源消耗总量的近 20%。麦肯锡公司还估计，2021 年全球氢能相关项目将花费 1500 亿美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01183d08b0673cc90966bbcf0ab04524\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>PLUG &amp; BE Revenue. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>即插即用收入。数据来源：S&amp;P Capital IQ</span></p></blockquote></p><p></p><p> PLUG reported impressive revenue growth in the past four years, at a CAGR of 42.41%, while BE recorded a CAGR of 33.34%. In FQ3'21, PLUG reported a 15.4% QoQ increase in revenue, while BE reported a 9.3% QoQ decline. However, BE has delivered a more consistent EBITDA margin at an average of -5% over the past two years. In contrast, PLUG has shown much greater volatility in its profitability profile. The relatively weak profitability of both companies is mainly attributed to significant R&amp;D work in the green hydrogen market. PLUG also invested substantially in its&nbsp;electrolyzer manufacturing giga-factory, which was recently completed in November 2021. The company expects to ramp up its electrolyzer production by 10x and achieve scale efficiencies to drive down hydrogen costs meaningfully. As for BE, the company expects to produce the lowest cost green hydrogen through its breakthrough electrolyzer technology in collaboration with Heliogen, Inc.</p><p><blockquote>PLUG 在过去四年中报告了令人印象深刻的收入增长，CAGR 为 42.41%，而 BE 的 CAGR 为 33.34%。2021 年第三季度，PLUG 报告收入环比增长 15.4%，而 BE 报告收入环比下降 9.3%。然而，过去两年，BE 的 EBITDA 利润率更加稳定，平均为 -5%。相比之下，PLUG 的盈利能力波动性要大得多。两家公司的盈利能力相对较弱主要归因于绿色氢市场的大量研发工作。PLUG 还大力投资其电解槽制造超级工厂，该工厂最近于 2021 年 11 月竣工。该公司预计将电解槽产量提高 10 倍，并实现规模效率，以显着降低氢气成本。至于BE，该公司预计通过与Heliogen，Inc.合作的突破性电解槽技术生产成本最低的绿色氢。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aeea784ee5e3fa191640fe87cfc3eb47\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>PLUG &amp; BE EBITDA Margin. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>即插即用 EBITDA 利润率。数据来源：S&amp;P Capital IQ</span></p></blockquote></p><p> <b>BE Is One Of The Market Leaders In Low-Cost Green Hydrogen</b></p><p><blockquote><b>BE是低成本绿色氢的市场领导者之一</b></blockquote></p><p> In July 2021,BE and Heliogen, In&nbsp;cannounced their collaborations to produce green hydrogen using the combined technology of Heliogen's concentrated solar energy system and the Bloom Electrolyzer. As of November 2021, the partnership led to&nbsp;a successful demonstration in Lancaster, California. The combined technology has shown promise for the mass production of low-cost green hydrogen. Bloom Energy Chief Technology Officer Venkat Venkataraman said:</p><p><blockquote>2021 年 7 月，BE 和 Heliogen, In 宣布合作，利用 Heliogen 聚光太阳能系统和 Bloom 电解槽的组合技术生产绿色氢。截至2021年11月，该合作伙伴关系在加利福尼亚州兰开斯特成功进行了演示。该组合技术已显示出大规模生产低成本绿色氢的前景。布鲁姆能源首席技术官 Venkat Venkataraman 表示：</blockquote></p><p>   This integration with Heliogen underscores the value that strategic collaborations and industry-leading innovation can bring to driving change and making positive impacts for our climate. With a focus on providing highly efficient and low-cost green hydrogen at scale, we will be a leader in low-cost hydrogen. (Bloom Energy)  Compared to the conventional Proton Exchange Membrane (PEM) technology using electricity, BE reported that its new combined technology with Heliogen can&nbsp;produce green hydrogen with 45% cost efficiency. BE highlighted that&nbsp;electricity accounts for almost 80%&nbsp;of the cost of green hydrogen. With the use of steam through Heliogen's concentrated solar technology, BE expects to reduce production costs substantially. In turn, it will encourage the mass adoption of its clean energy products. It's because the commercial and industrial sector is responsible for more than&nbsp;a third of global energy consumption and a quarter of global CO2 emissions. BE is working towards replacing fossil fuels in widespread commercial and industrial applications.</p><p><blockquote>与Heliogen的整合凸显了战略合作和行业领先的创新在推动变革和对我们的气候产生积极影响方面所带来的价值。专注于大规模提供高效、低成本的绿色氢，我们将成为低成本氢领域的领导者。（Bloom Energy）据悉，与使用电力的传统质子交换膜（PEM）技术相比，其与Heliogen的新组合技术可以以45%的成本效率生产绿色氢气。需要强调的是，电力占绿色氢成本的近80%。通过 Heliogen 的聚光太阳能技术使用蒸汽，预计将大幅降低生产成本。反过来，它将鼓励其清洁能源产品的大规模采用。这是因为商业和工业部门占全球能源消耗的三分之一以上，占全球二氧化碳排放量的四分之一。BE 正在努力在广泛的商业和工业应用中取代化石燃料。</blockquote></p><p> <b>Both Companies Are Expected To Grow Rapidly</b></p><p><blockquote><b>预计两家公司都将快速增长</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c078f8fe17358802a0e3b322fcd0abe5\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>PLUG &amp; BE Projected Revenue. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>PLUG &amp; BE 预计收入。数据来源：S&amp;P Capital IQ</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33bf72347b821955a9641c3cefcf48a0\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>PLUG &amp; BE Projected EBITDA Margin. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>即插即用预计 EBITDA 利润率。数据来源：S&amp;P Capital IQ</span></p></blockquote></p><p> Both companies are expected to report significant revenue growth. PLUG is estimated to post a higher revenue CAGR of 50.81%, compared to BE's revenue CAGR of 26.19%. PLUG is also expected to post higher average EBITDA margins over the next five years.</p><p><blockquote>预计两家公司的收入都将大幅增长。PLUG 的收入复合年增长率预计为 50.81%，而 BE 的收入复合年增长率为 26.19%。PLUG 预计未来五年的平均 EBITDA 利润率也将更高。</blockquote></p><p> Nevertheless, if BE can successfully commercialize its applications, we expect BE's estimates to be revised upwards. If we consider&nbsp;BE's electrolyzer efficiency of 45%, BE's green hydrogen cost could potentially rival&nbsp;PLUG's target of $1.5 per kg. Currently, the estimated price in October 2021 for green hydrogen is within the range of&nbsp;$3.18 and $5.75 per kg. Therefore, the potential for both companies could be massive if they are successful in their commercialization initiatives.</p><p><blockquote>尽管如此，如果 BE 能够成功将其应用商业化，我们预计 BE 的估计将被上调。如果我们考虑到 BE 45% 的电解槽效率，BE 的绿色氢成本可能会与 PLUG 每公斤 1.5 美元的目标相媲美。目前，2021年10月绿色氢的预计价格在每公斤3.18美元至5.75美元之间。因此，如果两家公司的商业化计划取得成功，它们的潜力可能是巨大的。</blockquote></p><p> <b>Which Stock Is The Better Buy Now?</b></p><p><blockquote><b>现在买哪只股票比较好？</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4684055a24f47b1a84947bc43a04df6b\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>PLUG &amp; BE EV/Fwd Revenue. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>即插即用电动汽车/前轮驱动收入。数据来源：S&amp;P Capital IQ</span></p></blockquote></p><p> <i>PLUG</i>&nbsp;is currently trading at an EV/NTM revenue of 26.7x. It's lower than its peers' comps set mean of 36.09x. Notably, it is significantly higher than BE's 5.2x. Nevertheless, we think there's a considerable amount of growth premium embedded into their current valuation, and more so for PLUG.</p><p><blockquote><i>插头</i>目前 EV/NTM 收入为 26.7 倍。它低于同行的 comps 设定平均值 36.09 倍。值得注意的是，它明显高于BE的5.2倍。尽管如此，我们认为他们目前的估值中蕴含着相当大的增长溢价，对于 PLUG 来说更是如此。</blockquote></p><p> But, if we observe their EV/Fwd Revenue valuation trend, both companies are expected to grow rapidly. Therefore, if investors are willing to pore over their valuation with a speculative lens, their premium might be justified.</p><p><blockquote>但是，如果我们观察他们的EV/Fwd收入估值趋势，预计两家公司都将快速增长。因此，如果投资者愿意用投机的眼光仔细研究他们的估值，他们的溢价可能是合理的。</blockquote></p><p></p><p> We believe that PLUG will be the leader in its field. Moreover, the market also thinks likewise as reflected in its valuation. Nevertheless, BE attracts a much lower premium. PLUG has demonstrated strong leadership and is also expected to grow faster, so we prefer PLUG stock over BE stock.</p><p><blockquote>我们相信 PLUG 将成为该领域的领导者。此外，市场的想法也反映在其估值上。然而，BE吸引的溢价要低得多。PLUG 已表现出强大的领导地位，预计也将增长更快，因此我们更喜欢 PLUG 股票而不是 BE 股票。</blockquote></p><p> Therefore, we<i>rate PLUG at Buy for speculative investors only.</i></p><p><blockquote>因此，我们<i>仅适用于投机投资者的买入利率插头。</i></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4471845-plug-power-vs-bloom-energy-stock\">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":{"BE":"Bloom Energy Corp","PLUG":"普拉格能源"},"source_url":"https://seekingalpha.com/article/4471845-plug-power-vs-bloom-energy-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102650041","content_text":"Summary\n\nThe infrastructure bill signed by President Joe Biden will deliver at least $20.5B for the clean energy sector.\nAnother $1.75T reconciliation federal bill includes over $550B for multiple clean energy projects, such as carbon capture and green hydrogen technologies.\nPLUG and BE reported impressive revenue growth in the past four years.\nWe discuss which is the better buy now.\n\npiyaset/iStock via Getty Images\nInvestment Thesis\nThe $1.2T infrastructure bill signed by President Joe Biden is expected to deliver massive tailwinds to the clean energy sector. Both companies have displayed remarkable growth in the past four years, with Plug Power Inc. (PLUG) growing at a CAGR of 42.41% and Bloom Energy Corporation (BE) at a CAGR of 33.34%. While PLUG seems to lead the pack for green hydrogen technology, BE is catching up with its low-cost green hydrogen in its collaboration with Heliogen, Inc.\nWe discuss which stock is the better buy now.\nStock YTD Performance\nPLUG stock Vs. BE stock YTD performance (as of 25 November 21).\nBoth stocks started the year with tremendous excitement. PLUG stock quickly raced to a YTD gain of more than 100%, while BE stock followed closely. However, both stocks were severely battered during the rotation to high-quality stocks in February. As a result, not only did their momentum disappear, but it also turned bearish abruptly. PLUG and BE stock found themselves underwater by April and stayed in the red over the next six months. However, the recent infrastructure bill lifted investors' spirits and confidence in both stocks. As a result, their momentum has significantly recovered. PLUG stock recovered remarkably, and the stock is just slightly underperforming the market with a YTD gain of 24.5%. In addition, BE stock is near getting out of the trenches with a YTD return of -1.5%.\nInfrastructure Bill Is A Significant Boost To Clean Energy Companies\nThe infrastructure bill signed on 15th November 2021 delivered a massive boost to many sectors, including clean energy. The benefits to the clean energy sector include:\n\n$8B to develop regional clean hydrogen hubs. It includes $500M for clean hydrogen manufacturing and $1B to decrease the cost of clean hydrogen production from electrolyzers.\n$7.5B to develop electric vehicle charging infrastructure and vehicle-to-grid infrastructure.\n$5B to develop zero- and low-emission buses and ferries.\nPart of the $17 billion in port infrastructure and $25 billion in airports will also be used to develop low-carbon technologies.\n\nOn top of the $1.2T signed infrastructure bill, a separate $1.75T reconciliation bill is currently in consideration. This bill includes over$550B for multiple clean energy projects, including carbon capture and green hydrogen technologies. These will help to accelerate the research and development while lowering the cost price for green hydrogen. As a result, it will help promote the adoption of green hydrogen as alternative energy by most in the commercial and industrial sectors.\nMultiple giants in the industrial sector such as Phillips 66 (NYSE:PSX), Airbus (OTCPK:EADSF), and SK Group have already signed various collaborations with PLUG and BE to reduce their greenhouse emission by 2030. In addition, a few US states have also embraced clean energy initiatives, such as California,Washington, and Hawaii. For example, in 2019, California set a target of 60% renewable energy on the grid by 2030, with a goal of 100% climate-friendly energy. These include green hydrogen on top of hydroelectricity and nuclear power.\nAs a result, it is not hard to see that green hydrogen could experience massive growth and fulfill its potential moving forward. The annual use of hydrogen is expected to grow from 115M metric tonnes to 800M metric tonnes by 2050. It will account for almost 20% of total global energy consumption by then.McKinsey & Company also estimated $150B would be spent in 2021 for hydrogen-related projects globally.\nPLUG & BE Revenue. Data source: S&P Capital IQ\nPLUG reported impressive revenue growth in the past four years, at a CAGR of 42.41%, while BE recorded a CAGR of 33.34%. In FQ3'21, PLUG reported a 15.4% QoQ increase in revenue, while BE reported a 9.3% QoQ decline. However, BE has delivered a more consistent EBITDA margin at an average of -5% over the past two years. In contrast, PLUG has shown much greater volatility in its profitability profile. The relatively weak profitability of both companies is mainly attributed to significant R&D work in the green hydrogen market. PLUG also invested substantially in its electrolyzer manufacturing giga-factory, which was recently completed in November 2021. The company expects to ramp up its electrolyzer production by 10x and achieve scale efficiencies to drive down hydrogen costs meaningfully. As for BE, the company expects to produce the lowest cost green hydrogen through its breakthrough electrolyzer technology in collaboration with Heliogen, Inc.\nPLUG & BE EBITDA Margin. Data source: S&P Capital IQ\nBE Is One Of The Market Leaders In Low-Cost Green Hydrogen\nIn July 2021,BE and Heliogen, In cannounced their collaborations to produce green hydrogen using the combined technology of Heliogen's concentrated solar energy system and the Bloom Electrolyzer. As of November 2021, the partnership led to a successful demonstration in Lancaster, California. The combined technology has shown promise for the mass production of low-cost green hydrogen. Bloom Energy Chief Technology Officer Venkat Venkataraman said:\n\n This integration with Heliogen underscores the value that strategic collaborations and industry-leading innovation can bring to driving change and making positive impacts for our climate. With a focus on providing highly efficient and low-cost green hydrogen at scale, we will be a leader in low-cost hydrogen. (Bloom Energy)\n\nCompared to the conventional Proton Exchange Membrane (PEM) technology using electricity, BE reported that its new combined technology with Heliogen can produce green hydrogen with 45% cost efficiency. BE highlighted that electricity accounts for almost 80% of the cost of green hydrogen. With the use of steam through Heliogen's concentrated solar technology, BE expects to reduce production costs substantially. In turn, it will encourage the mass adoption of its clean energy products. It's because the commercial and industrial sector is responsible for more than a third of global energy consumption and a quarter of global CO2 emissions. BE is working towards replacing fossil fuels in widespread commercial and industrial applications.\nBoth Companies Are Expected To Grow Rapidly\nPLUG & BE Projected Revenue. Data source: S&P Capital IQ\nPLUG & BE Projected EBITDA Margin. Data source: S&P Capital IQ\nBoth companies are expected to report significant revenue growth. PLUG is estimated to post a higher revenue CAGR of 50.81%, compared to BE's revenue CAGR of 26.19%. PLUG is also expected to post higher average EBITDA margins over the next five years.\nNevertheless, if BE can successfully commercialize its applications, we expect BE's estimates to be revised upwards. If we consider BE's electrolyzer efficiency of 45%, BE's green hydrogen cost could potentially rival PLUG's target of $1.5 per kg. Currently, the estimated price in October 2021 for green hydrogen is within the range of $3.18 and $5.75 per kg. Therefore, the potential for both companies could be massive if they are successful in their commercialization initiatives.\nWhich Stock Is The Better Buy Now?\nPLUG & BE EV/Fwd Revenue. Data source: S&P Capital IQ\nPLUG is currently trading at an EV/NTM revenue of 26.7x. It's lower than its peers' comps set mean of 36.09x. Notably, it is significantly higher than BE's 5.2x. Nevertheless, we think there's a considerable amount of growth premium embedded into their current valuation, and more so for PLUG.\nBut, if we observe their EV/Fwd Revenue valuation trend, both companies are expected to grow rapidly. Therefore, if investors are willing to pore over their valuation with a speculative lens, their premium might be justified.\nWe believe that PLUG will be the leader in its field. Moreover, the market also thinks likewise as reflected in its valuation. Nevertheless, BE attracts a much lower premium. PLUG has demonstrated strong leadership and is also expected to grow faster, so we prefer PLUG stock over BE stock.\nTherefore, werate PLUG at Buy for speculative investors only.","news_type":1,"symbols_score_info":{"BE":0.9,"PLUG":0.9}},"isVote":1,"tweetType":1,"viewCount":1411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874178566,"gmtCreate":1637750086346,"gmtModify":1637750200780,"author":{"id":"3575758612828517","authorId":"3575758612828517","name":"PoptartBob","avatar":"https://static.tigerbbs.com/10ff2a5007f83b4e55eb5a9ab7cbfbd0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575758612828517","authorIdStr":"3575758612828517"},"themes":[],"title":"","htmlText":"great one","listText":"great one","text":"great one","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/874178566","repostId":"1125285423","repostType":4,"repost":{"id":"1125285423","kind":"news","pubTimestamp":1637749572,"share":"https://www.laohunote.com/m/news/1125285423?lang=zh_CN&edition=full","pubTime":"2021-11-24 18:26","market":"us","language":"en","title":"How much are Americans spending on Thanksgiving shopping?<blockquote>美国人在感恩节购物上花了多少钱？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1125285423","media":"Seeking Alpha","summary":"Holiday shopping trends are are on track to make a comeback this year, with 158.3M people (nearly 2M","content":"<p>Holiday shopping trends are are on track to make a comeback this year, with 158.3M people (nearly 2M more people than last year) expected to shop from Thanksgiving Day through Cyber Monday. That's according to the latest report from the National Retail Federation, which estimates consumers will shell out an average $997.73 on holiday sales during November and December. At those levels, it would mean a growth rate of between 8.5% and 10.5% over 2020 to a total of $843.4B-$859B, setting records for both the expansion and total amount spent.</p><p><blockquote>今年假日购物趋势有望卷土重来，预计从感恩节到网络星期一将有1.583亿人（比去年增加近200万人）购物。这是根据全国零售联合会的最新报告，该报告估计消费者在 11 月和 12 月的假日销售中平均花费 997.73 美元。在这些水平上，这意味着 2020 年的增长率将在 8.5% 至 10.5% 之间，总额将达到 843.4 亿美元至 859B 美元，创下扩张和总支出的记录。</blockquote></p><p> By the numbers: 75% of American adults will conduct their e-commerce through big retailers like Amazon (NASDAQ:AMZN) or Walmart (NYSE:WMT), which will be similar to or increase relative to the 2020 holiday season. However, some still prefer brick-and-mortar for the holidays. Among those shopping on Thanksgiving Day, 65% are likely to do so in stores, up from 50% last year, when COVID-19 concerns worries kept many people at home. On Black Friday, 64% are likely to shop in stores, up from 51% last year.</p><p><blockquote>从数字来看：75% 的美国成年人将通过亚马逊（纳斯达克股票代码：AMZN）或沃尔玛（纽约证券交易所股票代码：WMT）等大型零售商进行电子商务，这将与 2020 年假日季类似或相比有所增加。然而，有些人仍然喜欢实体店过节。在那些在感恩节购物的人中，65%的人可能会在商店购物，高于去年的50%，当时新冠肺炎的担忧让许多人呆在家里。在黑色星期五，64%的人可能会去商店购物，高于去年的51%。</blockquote></p><p> \"Pandemic-related supply chain disruptions have caused shortages of merchandise and most of this year's inflationary pressure,\" NRF Chief Economist Jack Kleinhenz declared. \"With the prospect of consumers seeking to shop early, inventories may be pulled down sooner and shortages may develop in the later weeks of the shopping season. However, if retailers can keep merchandise on the shelves and merchandise arrives before Christmas, it could be a stellar holiday sales season.\"</p><p><blockquote>NRF 首席经济学家杰克·克莱因亨茨 (Jack Kleinhenz) 宣称：“与大流行相关的供应链中断导致了商品短缺和今年的大部分通胀压力。”“随着消费者寻求提前购物的前景，库存可能会更快减少，购物季的后期可能会出现短缺。然而，如果零售商能够将商品保留在货架上，并且商品在圣诞节前到达，这可能是一个出色的假日销售季节。”</blockquote></p><p> Shopping carts: Apparel continued to top the NRF list, expected to be scooped up by 53% of shoppers, followed by gift cards at 46%, toys at 39%, books/music/movies/video games at 35% and food/candy at 31% as the top five categories.</p><p><blockquote>购物车：服装继续位居NRF榜首，预计将有53%的购物者购买，其次是礼品卡（46%）、玩具（39%）、书籍/音乐/电影/视频游戏（35%）和食品/糖果（31%）。</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>How much are Americans spending on Thanksgiving shopping?<blockquote>美国人在感恩节购物上花了多少钱？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow much are Americans spending on Thanksgiving shopping?<blockquote>美国人在感恩节购物上花了多少钱？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-24 18:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Holiday shopping trends are are on track to make a comeback this year, with 158.3M people (nearly 2M more people than last year) expected to shop from Thanksgiving Day through Cyber Monday. That's according to the latest report from the National Retail Federation, which estimates consumers will shell out an average $997.73 on holiday sales during November and December. At those levels, it would mean a growth rate of between 8.5% and 10.5% over 2020 to a total of $843.4B-$859B, setting records for both the expansion and total amount spent.</p><p><blockquote>今年假日购物趋势有望卷土重来，预计从感恩节到网络星期一将有1.583亿人（比去年增加近200万人）购物。这是根据全国零售联合会的最新报告，该报告估计消费者在 11 月和 12 月的假日销售中平均花费 997.73 美元。在这些水平上，这意味着 2020 年的增长率将在 8.5% 至 10.5% 之间，总额将达到 843.4 亿美元至 859B 美元，创下扩张和总支出的记录。</blockquote></p><p> By the numbers: 75% of American adults will conduct their e-commerce through big retailers like Amazon (NASDAQ:AMZN) or Walmart (NYSE:WMT), which will be similar to or increase relative to the 2020 holiday season. However, some still prefer brick-and-mortar for the holidays. Among those shopping on Thanksgiving Day, 65% are likely to do so in stores, up from 50% last year, when COVID-19 concerns worries kept many people at home. On Black Friday, 64% are likely to shop in stores, up from 51% last year.</p><p><blockquote>从数字来看：75% 的美国成年人将通过亚马逊（纳斯达克股票代码：AMZN）或沃尔玛（纽约证券交易所股票代码：WMT）等大型零售商进行电子商务，这将与 2020 年假日季类似或相比有所增加。然而，有些人仍然喜欢实体店过节。在那些在感恩节购物的人中，65%的人可能会在商店购物，高于去年的50%，当时新冠肺炎的担忧让许多人呆在家里。在黑色星期五，64%的人可能会去商店购物，高于去年的51%。</blockquote></p><p> \"Pandemic-related supply chain disruptions have caused shortages of merchandise and most of this year's inflationary pressure,\" NRF Chief Economist Jack Kleinhenz declared. \"With the prospect of consumers seeking to shop early, inventories may be pulled down sooner and shortages may develop in the later weeks of the shopping season. However, if retailers can keep merchandise on the shelves and merchandise arrives before Christmas, it could be a stellar holiday sales season.\"</p><p><blockquote>NRF 首席经济学家杰克·克莱因亨茨 (Jack Kleinhenz) 宣称：“与大流行相关的供应链中断导致了商品短缺和今年的大部分通胀压力。”“随着消费者寻求提前购物的前景，库存可能会更快减少，购物季的后期可能会出现短缺。然而，如果零售商能够将商品保留在货架上，并且商品在圣诞节前到达，这可能是一个出色的假日销售季节。”</blockquote></p><p> Shopping carts: Apparel continued to top the NRF list, expected to be scooped up by 53% of shoppers, followed by gift cards at 46%, toys at 39%, books/music/movies/video games at 35% and food/candy at 31% as the top five categories.</p><p><blockquote>购物车：服装继续位居NRF榜首，预计将有53%的购物者购买，其次是礼品卡（46%）、玩具（39%）、书籍/音乐/电影/视频游戏（35%）和食品/糖果（31%）。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3774162-how-much-are-americans-spending-on-thanksgiving-shopping\">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":{"WMT":"沃尔玛","AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/news/3774162-how-much-are-americans-spending-on-thanksgiving-shopping","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125285423","content_text":"Holiday shopping trends are are on track to make a comeback this year, with 158.3M people (nearly 2M more people than last year) expected to shop from Thanksgiving Day through Cyber Monday. That's according to the latest report from the National Retail Federation, which estimates consumers will shell out an average $997.73 on holiday sales during November and December. At those levels, it would mean a growth rate of between 8.5% and 10.5% over 2020 to a total of $843.4B-$859B, setting records for both the expansion and total amount spent.\nBy the numbers: 75% of American adults will conduct their e-commerce through big retailers like Amazon (NASDAQ:AMZN) or Walmart (NYSE:WMT), which will be similar to or increase relative to the 2020 holiday season. However, some still prefer brick-and-mortar for the holidays. Among those shopping on Thanksgiving Day, 65% are likely to do so in stores, up from 50% last year, when COVID-19 concerns worries kept many people at home. On Black Friday, 64% are likely to shop in stores, up from 51% last year.\n\"Pandemic-related supply chain disruptions have caused shortages of merchandise and most of this year's inflationary pressure,\" NRF Chief Economist Jack Kleinhenz declared. \"With the prospect of consumers seeking to shop early, inventories may be pulled down sooner and shortages may develop in the later weeks of the shopping season. However, if retailers can keep merchandise on the shelves and merchandise arrives before Christmas, it could be a stellar holiday sales season.\"\nShopping carts: Apparel continued to top the NRF list, expected to be scooped up by 53% of shoppers, followed by gift cards at 46%, toys at 39%, books/music/movies/video games at 35% and food/candy at 31% as the top five categories.","news_type":1,"symbols_score_info":{"AMZN":0.9,"WMT":0.9}},"isVote":1,"tweetType":1,"viewCount":1137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":117417238,"gmtCreate":1623157068924,"gmtModify":1631888963295,"author":{"id":"3575758612828517","authorId":"3575758612828517","name":"PoptartBob","avatar":"https://static.tigerbbs.com/10ff2a5007f83b4e55eb5a9ab7cbfbd0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575758612828517","authorIdStr":"3575758612828517"},"themes":[],"title":"","htmlText":"f//<a href=\"https://laohu8.com/U/3571557586397050\">@AhOng</a>:Read","listText":"f//<a href=\"https://laohu8.com/U/3571557586397050\">@AhOng</a>:Read","text":"f//@AhOng:Read","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":20,"repostSize":0,"link":"https://laohu8.com/post/117417238","repostId":"2141823276","repostType":4,"repost":{"id":"2141823276","kind":"highlight","pubTimestamp":1623080428,"share":"https://www.laohunote.com/m/news/2141823276?lang=zh_CN&edition=full","pubTime":"2021-06-07 23:40","market":"us","language":"zh","title":"美国银行：1928年以来美股的一些投资规律","url":"https://stock-news.laohu8.com/highlight/detail?id=2141823276","media":"华尔街见闻","summary":"目前市场对于美股是否“过度繁荣”的讨论非常热烈，有投资者担心美股或因美联储政策变化而出现大规模调整。\n美国银行试图从历史数据中寻找线索。该行统计显示，自1928年的月度数据表明传统“5月卖出”的股市谚","content":"<p>目前市场对于美股是否“过度繁荣”的讨论非常热烈，有投资者担心美股或因美联储政策变化而出现大规模调整。</p>\n<p><a href=\"https://laohu8.com/S/BAC\">美国银行</a>试图从历史数据中寻找线索。该行统计显示，自1928年的月度数据表明传统“5月卖出”的股市谚语并不成立，美股大概率将经历夏季上涨行情。</p>\n<h2>“5月卖出”的股市谚语并不成立</h2>\n<p>美国银行表示，自1928年的月度数据显示，传统的“5月卖出”的策略并不成立，标普500指数大概率经历夏季上涨行情。</p>\n<p><b>从月份角度，5月回报率虽然为负但是绝佳的阶段性月度买点</b>：6月的平均回报率约为0.77%；7月的平均回报率为1.58%，为全年最高；8月的回报率也相当不错，平均达到0.7%。</p>\n<p>9月才是全年表现最弱的月度，平均回报率为-1.03%。<img src=\"https://static.tigerbbs.com/ffef396fe83da8fb05a1fcf928aca356\" tg-width=\"1095\" tg-height=\"760\" referrerpolicy=\"no-referrer\"></p>\n<p>“总统行情”也确认美股夏季行情的规律。</p>\n<p><b>统计显示在美国新总统上任的第1年，美股的大规模反弹通常集中在7—8月</b>：7月相关上涨概率达到65%，历史平均回报率达到2.28%。9-10月份则是相对疲弱的月份。</p>\n<p><img src=\"https://static.tigerbbs.com/0ac31bf82d51f9dc069f81cb79ee98d7\" tg-width=\"1103\" tg-height=\"790\" referrerpolicy=\"no-referrer\"></p>\n<h2>跨月规律也显示夏季上涨规律</h2>\n<p>在跨月角度，美国银行统计显示，6—8月是全年中表现第2好的3个月，相关上涨概率达到65%，平均回报率达到3.18%；1年中最弱的3个月是8月至10月，上涨概率为55%，但平均回报率仅为—0.03%</p>\n<p><img src=\"https://static.tigerbbs.com/b723af01581079a022899a5dacf947ed\" tg-width=\"1119\" tg-height=\"816\" referrerpolicy=\"no-referrer\"></p>\n<p>而8月—10月则是全年中最弱的3个月，<b>这意味着美股存在秋季回调的风险。</b><img src=\"https://static.tigerbbs.com/9b56d223976b66649f0adb71a21b3cce\" tg-width=\"1106\" tg-height=\"802\" referrerpolicy=\"no-referrer\"></p>\n<h2>单月中的头10个交易日回报率更高</h2>\n<p>在短线交易方面，自1928年的月度数据显示，<b>单月的前10个交易日市场表现往往比后10个交易日更强（12月除外）。</b><img src=\"https://static.tigerbbs.com/2d0204fb5c8b49191b3a1d854be72a01\" tg-width=\"1097\" tg-height=\"433\" referrerpolicy=\"no-referrer\"></p>\n<p><b>6、7月份是相关规律显示最为明显的月份。</b>6月前10个交易日平均上涨概率为59%，平均回报率为0.71%，后10个交易日上涨概率为47%，平均回报率为—0.01%。7月前10个交易日上涨概率为68%，平均回报率为1.53%，后10个交易日上涨概率59%，平均回报率为-0.02%。<img src=\"https://static.tigerbbs.com/ea32f3689760a04aa567b8b1c2daaaa1\" tg-width=\"1094\" tg-height=\"827\" referrerpolicy=\"no-referrer\"></p>\n<h2>美股反弹或将继续延续</h2>\n<p>美国银行强调，目前彭博美国金融状况指数突破新高，而这恰恰是标普500指突破新高的领先性指标。这或许暗示市场将继续上行。<img src=\"https://static.tigerbbs.com/9d72ba609108e876b7927dd14251dae4\" tg-width=\"1096\" tg-height=\"751\" referrerpolicy=\"no-referrer\">美国银行预测认为，如果该指标继续上行，标普500指数有望获得进一步上涨动能，向4400—4500点区间迈进。<img src=\"https://static.tigerbbs.com/9c480d60762f6cae516e86860cf3bbbc\" tg-width=\"1112\" tg-height=\"749\" referrerpolicy=\"no-referrer\"></p>","source":"wallstreetcn_api","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>美国银行：1928年以来美股的一些投资规律</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n美国银行：1928年以来美股的一些投资规律\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-07 23:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3632326><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>目前市场对于美股是否“过度繁荣”的讨论非常热烈，有投资者担心美股或因美联储政策变化而出现大规模调整。\n美国银行试图从历史数据中寻找线索。该行统计显示，自1928年的月度数据表明传统“5月卖出”的股市谚语并不成立，美股大概率将经历夏季上涨行情。\n“5月卖出”的股市谚语并不成立\n美国银行表示，自1928年的月度数据显示，传统的“5月卖出”的策略并不成立，标普500指数大概率经历夏季上涨行情。\n从月份...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3632326\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/271cfa4439cda1437f20c9b60f7c187d","relate_stocks":{"BAC":"美国银行"},"source_url":"https://wallstreetcn.com/articles/3632326","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2141823276","content_text":"目前市场对于美股是否“过度繁荣”的讨论非常热烈，有投资者担心美股或因美联储政策变化而出现大规模调整。\n美国银行试图从历史数据中寻找线索。该行统计显示，自1928年的月度数据表明传统“5月卖出”的股市谚语并不成立，美股大概率将经历夏季上涨行情。\n“5月卖出”的股市谚语并不成立\n美国银行表示，自1928年的月度数据显示，传统的“5月卖出”的策略并不成立，标普500指数大概率经历夏季上涨行情。\n从月份角度，5月回报率虽然为负但是绝佳的阶段性月度买点：6月的平均回报率约为0.77%；7月的平均回报率为1.58%，为全年最高；8月的回报率也相当不错，平均达到0.7%。\n9月才是全年表现最弱的月度，平均回报率为-1.03%。\n“总统行情”也确认美股夏季行情的规律。\n统计显示在美国新总统上任的第1年，美股的大规模反弹通常集中在7—8月：7月相关上涨概率达到65%，历史平均回报率达到2.28%。9-10月份则是相对疲弱的月份。\n\n跨月规律也显示夏季上涨规律\n在跨月角度，美国银行统计显示，6—8月是全年中表现第2好的3个月，相关上涨概率达到65%，平均回报率达到3.18%；1年中最弱的3个月是8月至10月，上涨概率为55%，但平均回报率仅为—0.03%\n\n而8月—10月则是全年中最弱的3个月，这意味着美股存在秋季回调的风险。\n单月中的头10个交易日回报率更高\n在短线交易方面，自1928年的月度数据显示，单月的前10个交易日市场表现往往比后10个交易日更强（12月除外）。\n6、7月份是相关规律显示最为明显的月份。6月前10个交易日平均上涨概率为59%，平均回报率为0.71%，后10个交易日上涨概率为47%，平均回报率为—0.01%。7月前10个交易日上涨概率为68%，平均回报率为1.53%，后10个交易日上涨概率59%，平均回报率为-0.02%。\n美股反弹或将继续延续\n美国银行强调，目前彭博美国金融状况指数突破新高，而这恰恰是标普500指突破新高的领先性指标。这或许暗示市场将继续上行。美国银行预测认为，如果该指标继续上行，标普500指数有望获得进一步上涨动能，向4400—4500点区间迈进。","news_type":1,"symbols_score_info":{"BAC":0.9}},"isVote":1,"tweetType":1,"viewCount":1008,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167559974,"gmtCreate":1624278930198,"gmtModify":1631888963243,"author":{"id":"3575758612828517","authorId":"3575758612828517","name":"PoptartBob","avatar":"https://static.tigerbbs.com/10ff2a5007f83b4e55eb5a9ab7cbfbd0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575758612828517","authorIdStr":"3575758612828517"},"themes":[],"title":"","htmlText":"good buy","listText":"good buy","text":"good buy","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":2,"commentSize":17,"repostSize":0,"link":"https://laohu8.com/post/167559974","repostId":"164503599","repostType":1,"repost":{"id":164503599,"gmtCreate":1624224925311,"gmtModify":1631888961237,"author":{"id":"3571557586397050","authorId":"3571557586397050","name":"AhOng","avatar":"https://static.tigerbbs.com/e3edadf648d1a9539369c3fdbd0e0a61","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571557586397050","authorIdStr":"3571557586397050"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CDNS\">$铿腾电子(CDNS)$</a>showing strength&nbsp;","listText":"<a href=\"https://laohu8.com/S/CDNS\">$铿腾电子(CDNS)$</a>showing strength&nbsp;","text":"$铿腾电子(CDNS)$showing strength","images":[{"img":"https://static.tigerbbs.com/84b2024f199a33475159e477dafb4572","width":"1125","height":"3068"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164503599","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":863250716,"gmtCreate":1632401166335,"gmtModify":1632800676057,"author":{"id":"3575758612828517","authorId":"3575758612828517","name":"PoptartBob","avatar":"https://static.tigerbbs.com/10ff2a5007f83b4e55eb5a9ab7cbfbd0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575758612828517","authorIdStr":"3575758612828517"},"themes":[],"title":"","htmlText":"yes agreed","listText":"yes agreed","text":"yes agreed","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":16,"repostSize":0,"link":"https://laohu8.com/post/863250716","repostId":"869435814","repostType":1,"repost":{"id":869435814,"gmtCreate":1632315298834,"gmtModify":1781683903867,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667590215376","authorIdStr":"3527667590215376"},"themes":[],"title":"选对股票，稳赚就完成了90%✅","htmlText":"最近逛社区发现大家sell put的帖子变多了，小班长很欣慰，吾道不孤。不过也看到有些朋友依然不认可sell put，理由很多，殊途同归是底裤亏光。有的是理念问题，后续再表，有的选股问题，如下图。我认为这个问题需要仔细聊聊。 小班长发帖不多，但每个帖子里都格外强调，一定要留足保证金，做好接盘打算，这也是小班长sell put战法核心，不接盘的sell put就不是小班长的sell put。 美股黑天鹅很多，意外非常多，这一点绝对不能抱有侥幸心理。好股票可以跨越牛熊，经得起时间检验，不过也受制于市场环境，比如现在，横长竖少，护城河深厚如苹果微软也通常如此。 我们sell put的前提就是，这只股票跌到某个点位，我愿意接盘，因为这个点位接盘持有股票也十分划算。而他没有跌破，那小班长就白白赚取横盘的时间成本，完全不亏。 再来复习一下小班长选put步骤： 1、机器跑数据 2、选择股票 所以每日推荐我们都会很详细的分析了每只股票护城河，近期事件，股价趋势，sell put 的利润来自高于平时的iv以及时间成本，而过硬基本面才是sell put的底气。 所以上面的高途新东方唯品会这类风险很大或没什么护城河的股票，在小班长的策略里是完全不考虑的。 这位朋友把我们和江湖上的另一个sell流派：只看iv派，搞混了。 小班长我再强调一遍，你没有认真分析过的，基本面不够过硬的，不愿意接盘的股票，不要进行sell put操作。 今天盘前观察： 标的代码 到期日 行权价 权利金 隐含波动率 年化收益% GS 2021/10/1 325 $0.9 57% 12.00% PDD 2021/10/1 81 $0.56 76% 29.00% NVDA 2021/10/1 180 $0.45 62% 10.00% 1、","listText":"最近逛社区发现大家sell put的帖子变多了，小班长很欣慰，吾道不孤。不过也看到有些朋友依然不认可sell put，理由很多，殊途同归是底裤亏光。有的是理念问题，后续再表，有的选股问题，如下图。我认为这个问题需要仔细聊聊。 小班长发帖不多，但每个帖子里都格外强调，一定要留足保证金，做好接盘打算，这也是小班长sell put战法核心，不接盘的sell put就不是小班长的sell put。 美股黑天鹅很多，意外非常多，这一点绝对不能抱有侥幸心理。好股票可以跨越牛熊，经得起时间检验，不过也受制于市场环境，比如现在，横长竖少，护城河深厚如苹果微软也通常如此。 我们sell put的前提就是，这只股票跌到某个点位，我愿意接盘，因为这个点位接盘持有股票也十分划算。而他没有跌破，那小班长就白白赚取横盘的时间成本，完全不亏。 再来复习一下小班长选put步骤： 1、机器跑数据 2、选择股票 所以每日推荐我们都会很详细的分析了每只股票护城河，近期事件，股价趋势，sell put 的利润来自高于平时的iv以及时间成本，而过硬基本面才是sell put的底气。 所以上面的高途新东方唯品会这类风险很大或没什么护城河的股票，在小班长的策略里是完全不考虑的。 这位朋友把我们和江湖上的另一个sell流派：只看iv派，搞混了。 小班长我再强调一遍，你没有认真分析过的，基本面不够过硬的，不愿意接盘的股票，不要进行sell put操作。 今天盘前观察： 标的代码 到期日 行权价 权利金 隐含波动率 年化收益% GS 2021/10/1 325 $0.9 57% 12.00% PDD 2021/10/1 81 $0.56 76% 29.00% NVDA 2021/10/1 180 $0.45 62% 10.00% 1、","text":"最近逛社区发现大家sell put的帖子变多了，小班长很欣慰，吾道不孤。不过也看到有些朋友依然不认可sell put，理由很多，殊途同归是底裤亏光。有的是理念问题，后续再表，有的选股问题，如下图。我认为这个问题需要仔细聊聊。 小班长发帖不多，但每个帖子里都格外强调，一定要留足保证金，做好接盘打算，这也是小班长sell put战法核心，不接盘的sell put就不是小班长的sell put。 美股黑天鹅很多，意外非常多，这一点绝对不能抱有侥幸心理。好股票可以跨越牛熊，经得起时间检验，不过也受制于市场环境，比如现在，横长竖少，护城河深厚如苹果微软也通常如此。 我们sell put的前提就是，这只股票跌到某个点位，我愿意接盘，因为这个点位接盘持有股票也十分划算。而他没有跌破，那小班长就白白赚取横盘的时间成本，完全不亏。 再来复习一下小班长选put步骤： 1、机器跑数据 2、选择股票 所以每日推荐我们都会很详细的分析了每只股票护城河，近期事件，股价趋势，sell put 的利润来自高于平时的iv以及时间成本，而过硬基本面才是sell put的底气。 所以上面的高途新东方唯品会这类风险很大或没什么护城河的股票，在小班长的策略里是完全不考虑的。 这位朋友把我们和江湖上的另一个sell流派：只看iv派，搞混了。 小班长我再强调一遍，你没有认真分析过的，基本面不够过硬的，不愿意接盘的股票，不要进行sell put操作。 今天盘前观察： 标的代码 到期日 行权价 权利金 隐含波动率 年化收益% GS 2021/10/1 325 $0.9 57% 12.00% PDD 2021/10/1 81 $0.56 76% 29.00% NVDA 2021/10/1 180 $0.45 62% 10.00% 1、","images":[{"img":"https://static.tigerbbs.com/2d809fb441cf3f11d27a71c92ec9705f","width":"934","height":"1927"},{"img":"https://static.tigerbbs.com/a4fd974f2c7de0dbf6d7ab48f3afccab","width":"2339","height":"1080"},{"img":"https://static.tigerbbs.com/45d8398a1a2d0d085f94bc2bfe797667","width":"844","height":"504"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/869435814","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887331864,"gmtCreate":1631972735858,"gmtModify":1632805021653,"author":{"id":"3575758612828517","authorId":"3575758612828517","name":"PoptartBob","avatar":"https://static.tigerbbs.com/10ff2a5007f83b4e55eb5a9ab7cbfbd0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575758612828517","authorIdStr":"3575758612828517"},"themes":[],"title":"","htmlText":"great insight","listText":"great insight","text":"great insight","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":15,"repostSize":0,"link":"https://laohu8.com/post/887331864","repostId":"884792700","repostType":1,"repost":{"id":884792700,"gmtCreate":1631931700696,"gmtModify":1742965575819,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"【故事会】房住不炒喊几年了，你们这些地产商听了么？","htmlText":"栏目说明：小话不定期给大家分享有趣的故事，内容来源于网络，希望给您带来更好的阅读体验！ 转自公众号：远方青木 作者：一棵青木 恒大的事这几天刷屏了，各种各样的视频和图片在大小微信群里疯狂流传。 很多人让我谈一下恒大的事。 其实恒大的事没什么好谈的，事就那个事，你们看完群里的视频和图自己就清楚了。 大家其实想知道的，是政府会不会救恒大，以及普通人应该怎么办。 先说结论，我不认为政府会去救恒大，我也反对政府救恒大。 如果救了恒大，那持续几年的房地产调控就白费了，所有努力付诸东流。 政府不会去故意打压恒大，但是绝对没有救恒大的义务。 这一劫，恒大渡过去，算他的本事，渡不过去，也和别人没关系。 冰冻三尺非一日之寒，恒大会暴雷和国家对地产行业的严厉调控有密切关系。 但问题来了，国家是刚开始调控房地产么？ 房住不炒不是上个月刚提出来的吧，这口号中央都喊几年了，你们这些地产商听了么？ 恒大暴雷和自身激进拿地的政策有直接因果关系，但其他地产商又能好哪去。 2021年9月，恒大现金彻底耗尽，再也无力兑付。 但2021年6~7月，关于恒大商票延期，资金链出现极大困难的消息就已经全网皆知了。 是地产寒冬导致的么？ 整个2021年上半年，如果你打开地产新闻，看到的会是各种地王，各路房地产商疯狂的买地，喊出一个个令人目瞪口呆的天价，土拍价格不断的再创新高。 为了遏制土地价格飙升，今年中央推出了土地集中拍卖制度，希望通过压制地产商资金流动率的方式来遏制地价。 结果，地价连创新高，地产商举牌的热情高涨的让负责拍卖的官员都害怕。 “史诗级别的土拍”，屡次成为新闻的标题，一次又一次。 每一次集中式土拍，都是一次地价再创新高的过程，政府多番更改了拍卖规则都无法改变这一结局。 2021年4月28日，扬州市首次集中土拍，拍出了1.42万/平的价格，地价比周边的房价还贵，市场纷纷预测扬州市的房价肯定要到2.5万/平","listText":"栏目说明：小话不定期给大家分享有趣的故事，内容来源于网络，希望给您带来更好的阅读体验！ 转自公众号：远方青木 作者：一棵青木 恒大的事这几天刷屏了，各种各样的视频和图片在大小微信群里疯狂流传。 很多人让我谈一下恒大的事。 其实恒大的事没什么好谈的，事就那个事，你们看完群里的视频和图自己就清楚了。 大家其实想知道的，是政府会不会救恒大，以及普通人应该怎么办。 先说结论，我不认为政府会去救恒大，我也反对政府救恒大。 如果救了恒大，那持续几年的房地产调控就白费了，所有努力付诸东流。 政府不会去故意打压恒大，但是绝对没有救恒大的义务。 这一劫，恒大渡过去，算他的本事，渡不过去，也和别人没关系。 冰冻三尺非一日之寒，恒大会暴雷和国家对地产行业的严厉调控有密切关系。 但问题来了，国家是刚开始调控房地产么？ 房住不炒不是上个月刚提出来的吧，这口号中央都喊几年了，你们这些地产商听了么？ 恒大暴雷和自身激进拿地的政策有直接因果关系，但其他地产商又能好哪去。 2021年9月，恒大现金彻底耗尽，再也无力兑付。 但2021年6~7月，关于恒大商票延期，资金链出现极大困难的消息就已经全网皆知了。 是地产寒冬导致的么？ 整个2021年上半年，如果你打开地产新闻，看到的会是各种地王，各路房地产商疯狂的买地，喊出一个个令人目瞪口呆的天价，土拍价格不断的再创新高。 为了遏制土地价格飙升，今年中央推出了土地集中拍卖制度，希望通过压制地产商资金流动率的方式来遏制地价。 结果，地价连创新高，地产商举牌的热情高涨的让负责拍卖的官员都害怕。 “史诗级别的土拍”，屡次成为新闻的标题，一次又一次。 每一次集中式土拍，都是一次地价再创新高的过程，政府多番更改了拍卖规则都无法改变这一结局。 2021年4月28日，扬州市首次集中土拍，拍出了1.42万/平的价格，地价比周边的房价还贵，市场纷纷预测扬州市的房价肯定要到2.5万/平","text":"栏目说明：小话不定期给大家分享有趣的故事，内容来源于网络，希望给您带来更好的阅读体验！ 转自公众号：远方青木 作者：一棵青木 恒大的事这几天刷屏了，各种各样的视频和图片在大小微信群里疯狂流传。 很多人让我谈一下恒大的事。 其实恒大的事没什么好谈的，事就那个事，你们看完群里的视频和图自己就清楚了。 大家其实想知道的，是政府会不会救恒大，以及普通人应该怎么办。 先说结论，我不认为政府会去救恒大，我也反对政府救恒大。 如果救了恒大，那持续几年的房地产调控就白费了，所有努力付诸东流。 政府不会去故意打压恒大，但是绝对没有救恒大的义务。 这一劫，恒大渡过去，算他的本事，渡不过去，也和别人没关系。 冰冻三尺非一日之寒，恒大会暴雷和国家对地产行业的严厉调控有密切关系。 但问题来了，国家是刚开始调控房地产么？ 房住不炒不是上个月刚提出来的吧，这口号中央都喊几年了，你们这些地产商听了么？ 恒大暴雷和自身激进拿地的政策有直接因果关系，但其他地产商又能好哪去。 2021年9月，恒大现金彻底耗尽，再也无力兑付。 但2021年6~7月，关于恒大商票延期，资金链出现极大困难的消息就已经全网皆知了。 是地产寒冬导致的么？ 整个2021年上半年，如果你打开地产新闻，看到的会是各种地王，各路房地产商疯狂的买地，喊出一个个令人目瞪口呆的天价，土拍价格不断的再创新高。 为了遏制土地价格飙升，今年中央推出了土地集中拍卖制度，希望通过压制地产商资金流动率的方式来遏制地价。 结果，地价连创新高，地产商举牌的热情高涨的让负责拍卖的官员都害怕。 “史诗级别的土拍”，屡次成为新闻的标题，一次又一次。 每一次集中式土拍，都是一次地价再创新高的过程，政府多番更改了拍卖规则都无法改变这一结局。 2021年4月28日，扬州市首次集中土拍，拍出了1.42万/平的价格，地价比周边的房价还贵，市场纷纷预测扬州市的房价肯定要到2.5万/平","images":[{"img":"https://static.tigerbbs.com/1166fceb83fe0c367248349f46c78f64","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/2ee17481add7f0cc35cbdc64d8e4bddc","width":"1080","height":"720"},{"img":"https://static.tigerbbs.com/467dbac3afd3894cc320fdb0a43c2888","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/884792700","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888464193,"gmtCreate":1631520215112,"gmtModify":1631888963193,"author":{"id":"3575758612828517","authorId":"3575758612828517","name":"PoptartBob","avatar":"https://static.tigerbbs.com/10ff2a5007f83b4e55eb5a9ab7cbfbd0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575758612828517","authorIdStr":"3575758612828517"},"themes":[],"title":"","htmlText":"good buy","listText":"good buy","text":"good buy","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/888464193","repostId":"1122970236","repostType":4,"isVote":1,"tweetType":1,"viewCount":472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":608605386,"gmtCreate":1638699937448,"gmtModify":1638700037306,"author":{"id":"3575758612828517","authorId":"3575758612828517","name":"PoptartBob","avatar":"https://static.tigerbbs.com/10ff2a5007f83b4e55eb5a9ab7cbfbd0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575758612828517","authorIdStr":"3575758612828517"},"themes":[],"title":"","htmlText":"great one","listText":"great one","text":"great one","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":2,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/608605386","repostId":"2189576203","repostType":4,"isVote":1,"tweetType":1,"viewCount":1294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601645462,"gmtCreate":1638527421451,"gmtModify":1638527543441,"author":{"id":"3575758612828517","authorId":"3575758612828517","name":"PoptartBob","avatar":"https://static.tigerbbs.com/10ff2a5007f83b4e55eb5a9ab7cbfbd0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575758612828517","authorIdStr":"3575758612828517"},"themes":[],"title":"","htmlText":"great one","listText":"great one","text":"great one","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":2,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/601645462","repostId":"2188540330","repostType":4,"repost":{"id":"2188540330","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1638524158,"share":"https://www.laohunote.com/m/news/2188540330?lang=zh_CN&edition=full","pubTime":"2021-12-03 17:35","market":"us","language":"en","title":"5 Stocks To Watch For December 3, 2021<blockquote>2021 年 12 月 3 日值得关注的 5 只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2188540330","media":"Benzinga Earnings","summary":"Some of the stocks that may grab investor focus today are:\n\tWall Street expects  Big Lots, Inc.  (NYSE: BIG) to report a quarterly loss at $0.16 per share on revenue of $1.32 billion before the opening bell. Big Lots shares fell 5% to $41.45 in after-hours trading.\n","content":"<p>Some of the stocks that may grab investor focus today are:</p><p><blockquote>今天可能吸引投资者关注的一些股票是：</blockquote></p><p> <ul>  <li>Wall Street expects&nbsp;<b>Big Lots, Inc.</b>&nbsp;(NYSE:BIG) to report a quarterly loss at $0.16 per share on revenue of $1.32 billion before the opening bell. Big Lots shares fell 5% to $41.45 in after-hours trading&nbsp;Thursday.</li>  <li><b>DiDi Global Inc.</b>&nbsp;(NYSE:DIDI) said that its board of directors had authorized the company to initiate procedures to delist the company’s shares from the New York Stock Exchange. The company, however, announced plans to pursue a listing of its class A ordinary shares on the Main Board of the Hong Kong Stock Exchange. DiDi Global shares jumped 9.5% to $8.54 in premarket trading&nbsp;Friday.</li>  <li>Analysts are expecting&nbsp;<b>Hibbett, Inc.</b>&nbsp;(NASDAQ:HIBB) to have earned $1.57 per share on revenue of $360.63 million for the latest quarter. The company will release earnings before the markets open. Hibbett shares rose 0.3% to $72.35 in after-hours trading&nbsp;Thursday.</li> </ul> <ul>  <li><b>Tesla Inc</b> (NASDAQ:TSLA) Elon Musk sold another 934,091 shares worth around $1.01 billion in order to fulfill his tax obligations, as per filings made with the U.S. Securities And Exchange Commission Thursday. Musk also exercised options to purchase 2.1 million shares of the automaker at $6.24, as per one of the filings. In late November, the company’s CEO had sold $1 billion worth of Tesla shares. Tesla shares rose 0.3% to $1,088 in premarket tradingFriday.</li>  <li><b>Ulta Beauty, Inc.</b> (NASDAQ:ULTA) reported better-than-expected results for its third quarter and raised its FY21 forecast. Ulta Beauty shares climbed 5.2% to $403.50 in the after-hours trading Thursday.</li> </ul></p><p><blockquote><ul><li>华尔街预期<b>大批量公司。</b>（纽约证券交易所股票代码：BIG）公布季度亏损，每股亏损 0.16 美元，开盘前营收为 13.2 亿美元。周四盘后交易中，Big Lots 股价下跌 5%，至 41.45 美元。</li><li><b>滴滴全球公司。</b>(纽约证券交易所股票代码：滴滴）表示，其董事会已授权公司启动程序，将公司股票从纽约证券交易所退市。然而，该公司宣布计划寻求将其A类普通股在香港联交所主板上市。滴滴全球股价在周五盘前交易中上涨 9.5%，至 8.54 美元。</li><li>分析师预计<b>希贝特公司。</b>（纳斯达克股票代码：HIBB）最新季度每股收益 1.57 美元，营收为 3.6063 亿美元。该公司将在开盘前发布财报。周四盘后交易中，Hibbett 股价上涨 0.3%，至 72.35 美元。</li></ul><ul><li><b>特斯拉公司</b>（纳斯达克股票代码：TSLA）根据周四向美国证券交易委员会提交的文件，埃隆·马斯克又出售了 934,091 股股票，价值约 10.1 亿美元，以履行纳税义务。根据其中一份文件，马斯克还行使了以 6.24 美元购买该汽车制造商 210 万股股票的期权。11 月底，该公司首席执行官出售了价值 10 亿美元的特斯拉股票。周五盘前交易中，特斯拉股价上涨 0.3%，至 1,088 美元。</li><li><b>乌尔塔美容公司。</b>（纳斯达克股票代码：ULTA）公布的第三季度业绩好于预期，并上调了 2021 财年预测。Ulta Beauty 股价在周四盘后交易中上涨 5.2%，至 403.50 美元。</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>5 Stocks To Watch For December 3, 2021<blockquote>2021 年 12 月 3 日值得关注的 5 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\">\n5 Stocks To Watch For December 3, 2021<blockquote>2021 年 12 月 3 日值得关注的 5 只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-12-03 17:35</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Some of the stocks that may grab investor focus today are:</p><p><blockquote>今天可能吸引投资者关注的一些股票是：</blockquote></p><p> <ul>  <li>Wall Street expects&nbsp;<b>Big Lots, Inc.</b>&nbsp;(NYSE:BIG) to report a quarterly loss at $0.16 per share on revenue of $1.32 billion before the opening bell. Big Lots shares fell 5% to $41.45 in after-hours trading&nbsp;Thursday.</li>  <li><b>DiDi Global Inc.</b>&nbsp;(NYSE:DIDI) said that its board of directors had authorized the company to initiate procedures to delist the company’s shares from the New York Stock Exchange. The company, however, announced plans to pursue a listing of its class A ordinary shares on the Main Board of the Hong Kong Stock Exchange. DiDi Global shares jumped 9.5% to $8.54 in premarket trading&nbsp;Friday.</li>  <li>Analysts are expecting&nbsp;<b>Hibbett, Inc.</b>&nbsp;(NASDAQ:HIBB) to have earned $1.57 per share on revenue of $360.63 million for the latest quarter. The company will release earnings before the markets open. Hibbett shares rose 0.3% to $72.35 in after-hours trading&nbsp;Thursday.</li> </ul> <ul>  <li><b>Tesla Inc</b> (NASDAQ:TSLA) Elon Musk sold another 934,091 shares worth around $1.01 billion in order to fulfill his tax obligations, as per filings made with the U.S. Securities And Exchange Commission Thursday. Musk also exercised options to purchase 2.1 million shares of the automaker at $6.24, as per one of the filings. In late November, the company’s CEO had sold $1 billion worth of Tesla shares. Tesla shares rose 0.3% to $1,088 in premarket tradingFriday.</li>  <li><b>Ulta Beauty, Inc.</b> (NASDAQ:ULTA) reported better-than-expected results for its third quarter and raised its FY21 forecast. Ulta Beauty shares climbed 5.2% to $403.50 in the after-hours trading Thursday.</li> </ul></p><p><blockquote><ul><li>华尔街预期<b>大批量公司。</b>（纽约证券交易所股票代码：BIG）公布季度亏损，每股亏损 0.16 美元，开盘前营收为 13.2 亿美元。周四盘后交易中，Big Lots 股价下跌 5%，至 41.45 美元。</li><li><b>滴滴全球公司。</b>(纽约证券交易所股票代码：滴滴）表示，其董事会已授权公司启动程序，将公司股票从纽约证券交易所退市。然而，该公司宣布计划寻求将其A类普通股在香港联交所主板上市。滴滴全球股价在周五盘前交易中上涨 9.5%，至 8.54 美元。</li><li>分析师预计<b>希贝特公司。</b>（纳斯达克股票代码：HIBB）最新季度每股收益 1.57 美元，营收为 3.6063 亿美元。该公司将在开盘前发布财报。周四盘后交易中，Hibbett 股价上涨 0.3%，至 72.35 美元。</li></ul><ul><li><b>特斯拉公司</b>（纳斯达克股票代码：TSLA）根据周四向美国证券交易委员会提交的文件，埃隆·马斯克又出售了 934,091 股股票，价值约 10.1 亿美元，以履行纳税义务。根据其中一份文件，马斯克还行使了以 6.24 美元购买该汽车制造商 210 万股股票的期权。11 月底，该公司首席执行官出售了价值 10 亿美元的特斯拉股票。周五盘前交易中，特斯拉股价上涨 0.3%，至 1,088 美元。</li><li><b>乌尔塔美容公司。</b>（纳斯达克股票代码：ULTA）公布的第三季度业绩好于预期，并上调了 2021 财年预测。Ulta Beauty 股价在周四盘后交易中上涨 5.2%，至 403.50 美元。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4539":"次新股","BK4561":"索罗斯持仓","BK4114":"综合货品商店","BK4505":"高瓴资本持仓","ULTA":"Ulta美容","BK4535":"淡马锡持仓","TSLA":"特斯拉","DIDI":"滴滴(已退市)","HIBB":"希贝特体育","CEO":"中海油","BK4022":"陆运","BK4200":"专卖店","BK4526":"热门中概股"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188540330","content_text":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects Big Lots, Inc. (NYSE:BIG) to report a quarterly loss at $0.16 per share on revenue of $1.32 billion before the opening bell. Big Lots shares fell 5% to $41.45 in after-hours trading Thursday.\nDiDi Global Inc. (NYSE:DIDI) said that its board of directors had authorized the company to initiate procedures to delist the company’s shares from the New York Stock Exchange. The company, however, announced plans to pursue a listing of its class A ordinary shares on the Main Board of the Hong Kong Stock Exchange. DiDi Global shares jumped 9.5% to $8.54 in premarket trading Friday.\nAnalysts are expecting Hibbett, Inc. (NASDAQ:HIBB) to have earned $1.57 per share on revenue of $360.63 million for the latest quarter. The company will release earnings before the markets open. Hibbett shares rose 0.3% to $72.35 in after-hours trading Thursday.\n\n\nTesla Inc (NASDAQ:TSLA) Elon Musk sold another 934,091 shares worth around $1.01 billion in order to fulfill his tax obligations, as per filings made with the U.S. Securities And Exchange Commission Thursday. Musk also exercised options to purchase 2.1 million shares of the automaker at $6.24, as per one of the filings. In late November, the company’s CEO had sold $1 billion worth of Tesla shares. Tesla shares rose 0.3% to $1,088 in premarket tradingFriday.\nUlta Beauty, Inc. (NASDAQ:ULTA) reported better-than-expected results for its third quarter and raised its FY21 forecast. Ulta Beauty shares climbed 5.2% to $403.50 in the after-hours trading Thursday.","news_type":1,"symbols_score_info":{"CEO":0.9,"TSLA":0.9,"BIG":0.9,"ULTA":0.9,"DIDI":0.9,"HIBB":0.9}},"isVote":1,"tweetType":1,"viewCount":1795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878520413,"gmtCreate":1637208860803,"gmtModify":1637208959290,"author":{"id":"3575758612828517","authorId":"3575758612828517","name":"PoptartBob","avatar":"https://static.tigerbbs.com/10ff2a5007f83b4e55eb5a9ab7cbfbd0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575758612828517","authorIdStr":"3575758612828517"},"themes":[],"title":"","htmlText":"great one","listText":"great one","text":"great one","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":2,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/878520413","repostId":"2184510828","repostType":4,"isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607746444,"gmtCreate":1639609339590,"gmtModify":1639609446366,"author":{"id":"3575758612828517","authorId":"3575758612828517","name":"PoptartBob","avatar":"https://static.tigerbbs.com/10ff2a5007f83b4e55eb5a9ab7cbfbd0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575758612828517","authorIdStr":"3575758612828517"},"themes":[],"title":"","htmlText":"great 1","listText":"great 1","text":"great 1","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/607746444","repostId":"2191994940","repostType":4,"isVote":1,"tweetType":1,"viewCount":3655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607896283,"gmtCreate":1639522362585,"gmtModify":1639522468914,"author":{"id":"3575758612828517","authorId":"3575758612828517","name":"PoptartBob","avatar":"https://static.tigerbbs.com/10ff2a5007f83b4e55eb5a9ab7cbfbd0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575758612828517","authorIdStr":"3575758612828517"},"themes":[],"title":"","htmlText":"great 1","listText":"great 1","text":"great 1","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/607896283","repostId":"2191784951","repostType":4,"isVote":1,"tweetType":1,"viewCount":2597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}