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To The Moon
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MOON88
2021-11-12
$SoFi Technologies Inc.(SOFI)$
To the moon
MOON88
2021-11-12
$Blink Charging(BLNK)$
To the moon
MOON88
2021-11-11
$SoFi Technologies Inc.(SOFI)$
To the moon!Good WR
MOON88
2021-11-11
$Activision Blizzard(ATVI)$
To the moon
MOON88
2021-11-10
$Roblox Corporation(RBLX)$
Great momentum
MOON88
2021-11-09
Tell me your opinion about this news...
抱歉,原内容已删除
MOON88
2021-11-09
$Roblox Corporation(RBLX)$
To the moon
MOON88
2021-11-09
$Global-E Online Ltd.(GLBE)$
To the moon soon
MOON88
2021-11-08
$Global-E Online Ltd.(GLBE)$
Buy and keep
MOON88
2021-11-07
$UiPath(PATH)$
To the moon slowly
MOON88
2021-11-06
$Lucid Group Inc(LCID)$
To the moon again
MOON88
2021-11-05
$UiPath(PATH)$
To the moon soon
MOON88
2021-11-04
$Roblox Corporation(RBLX)$
Buying more
MOON88
2021-11-03
$Activision Blizzard(ATVI)$
Buy on dip
MOON88
2021-11-02
$ChargePoint Holdings Inc.(CHPT)$
To the moon
MOON88
2021-11-02
$GLOBALFOUNDRIES Inc.(GFS)$
To the moon
MOON88
2021-11-01
Cathie wood 👍👍👍
Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought<blockquote>凯西·伍德 (Cathie Wood) 抄底:她刚刚购买的 3 只股票</blockquote>
MOON88
2021-11-01
Ya ya To the moon
抱歉,原内容已删除
MOON88
2021-11-01
Buy more
Amazon's 'most important investment' right now, according to a bullish analyst<blockquote>一位乐观分析师表示,亚马逊目前是“最重要的投资”</blockquote>
MOON88
2021-11-01
$SoFi Technologies Inc.(SOFI)$
To the moon
去老虎APP查看更多动态
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news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/844468268","repostId":"2182270315","repostType":2,"isVote":1,"tweetType":1,"viewCount":3468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844148743,"gmtCreate":1636413621800,"gmtModify":1636413627509,"author":{"id":"3575859659136593","authorId":"3575859659136593","name":"MOON88","avatar":"https://static.tigerbbs.com/f09b0d1b368ce9762e9af5a440d99d98","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575859659136593","idStr":"3575859659136593"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a>To the moon ","listText":"<a href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a>To the moon ","text":"$Roblox Corporation(RBLX)$To the 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again","images":[{"img":"https://static.tigerbbs.com/7911e6672504801a1f30b4a2a5a8ff46","width":"1125","height":"4024"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842123118","isVote":1,"tweetType":1,"viewCount":1193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":846814419,"gmtCreate":1636072603724,"gmtModify":1636072609480,"author":{"id":"3575859659136593","authorId":"3575859659136593","name":"MOON88","avatar":"https://static.tigerbbs.com/f09b0d1b368ce9762e9af5a440d99d98","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575859659136593","idStr":"3575859659136593"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PATH\">$UiPath(PATH)$</a>To the moon soon","listText":"<a href=\"https://laohu8.com/S/PATH\">$UiPath(PATH)$</a>To the moon soon","text":"$UiPath(PATH)$To the moon soon","images":[{"img":"https://static.tigerbbs.com/11adb53e1ba8d446f6825b6b5fa318b1","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846814419","isVote":1,"tweetType":1,"viewCount":987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":848173277,"gmtCreate":1635986127210,"gmtModify":1635986133062,"author":{"id":"3575859659136593","authorId":"3575859659136593","name":"MOON88","avatar":"https://static.tigerbbs.com/f09b0d1b368ce9762e9af5a440d99d98","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575859659136593","idStr":"3575859659136593"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a>Buying more","listText":"<a href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a>Buying more","text":"$Roblox Corporation(RBLX)$Buying more","images":[{"img":"https://static.tigerbbs.com/afb629b46728210932f661510e7ed37f","width":"1125","height":"4024"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848173277","isVote":1,"tweetType":1,"viewCount":1804,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":841150707,"gmtCreate":1635897583614,"gmtModify":1635897585102,"author":{"id":"3575859659136593","authorId":"3575859659136593","name":"MOON88","avatar":"https://static.tigerbbs.com/f09b0d1b368ce9762e9af5a440d99d98","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575859659136593","idStr":"3575859659136593"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ATVI\">$Activision Blizzard(ATVI)$</a>Buy on dip","listText":"<a href=\"https://laohu8.com/S/ATVI\">$Activision Blizzard(ATVI)$</a>Buy on dip","text":"$Activision Blizzard(ATVI)$Buy on dip","images":[{"img":"https://static.tigerbbs.com/f730bc65da51d2162c1d67ebab360b5a","width":"1125","height":"4024"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841150707","isVote":1,"tweetType":1,"viewCount":1569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":843117578,"gmtCreate":1635812812428,"gmtModify":1635812813952,"author":{"id":"3575859659136593","authorId":"3575859659136593","name":"MOON88","avatar":"https://static.tigerbbs.com/f09b0d1b368ce9762e9af5a440d99d98","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575859659136593","idStr":"3575859659136593"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CHPT\">$ChargePoint Holdings Inc.(CHPT)$</a>To the moon","listText":"<a href=\"https://laohu8.com/S/CHPT\">$ChargePoint Holdings Inc.(CHPT)$</a>To the moon","text":"$ChargePoint Holdings Inc.(CHPT)$To the moon","images":[{"img":"https://static.tigerbbs.com/c64949ef2e05859416bf471825ff208e","width":"1125","height":"3934"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843117578","isVote":1,"tweetType":1,"viewCount":1571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":843116742,"gmtCreate":1635812667408,"gmtModify":1635812668821,"author":{"id":"3575859659136593","authorId":"3575859659136593","name":"MOON88","avatar":"https://static.tigerbbs.com/f09b0d1b368ce9762e9af5a440d99d98","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575859659136593","idStr":"3575859659136593"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GFS\">$GLOBALFOUNDRIES Inc.(GFS)$</a>To the moon ","listText":"<a href=\"https://laohu8.com/S/GFS\">$GLOBALFOUNDRIES Inc.(GFS)$</a>To the moon ","text":"$GLOBALFOUNDRIES Inc.(GFS)$To the moon","images":[{"img":"https://static.tigerbbs.com/e5acddada7913b7eb2b0078ced19a9d0","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843116742","isVote":1,"tweetType":1,"viewCount":1129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":849980125,"gmtCreate":1635723962437,"gmtModify":1635723963879,"author":{"id":"3575859659136593","authorId":"3575859659136593","name":"MOON88","avatar":"https://static.tigerbbs.com/f09b0d1b368ce9762e9af5a440d99d98","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575859659136593","idStr":"3575859659136593"},"themes":[],"title":"","htmlText":"Cathie wood 👍👍👍","listText":"Cathie wood 👍👍👍","text":"Cathie wood 👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849980125","repostId":"1164427432","repostType":4,"repost":{"id":"1164427432","kind":"news","pubTimestamp":1635575541,"share":"https://www.laohunote.com/m/news/1164427432?lang=zh_CN&edition=full","pubTime":"2021-10-30 14:32","market":"hk","language":"en","title":"Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought<blockquote>凯西·伍德 (Cathie Wood) 抄底:她刚刚购买的 3 只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1164427432","media":"Motley Fool","summary":"Key Points\n\nARK Invest added to its Twilio, Teladoc Health, and Robinhood positions on Thursday.\nTwi","content":"<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul> <li>ARK Invest added to its Twilio, Teladoc Health, and Robinhood positions on Thursday.</li> <li>Twilio and Robinhood have been falling since reporting financial results earlier this week.</li> <li>Teladoc bounced after its quarterly report but is still a market laggard this year.</li> </ul> <b>Motley Fool Issues Rare “All In” Buy Alert</b></p><p><blockquote><ul><li>ARK Invest 周四增持了 Twilio、Teladoc Health 和 Robinhood 的头寸。</li><li>自本周早些时候公布财务业绩以来,Twilio 和 Robinhood 一直在下跌。</li><li>Teladoc 在季度报告发布后出现反弹,但今年仍然是市场落后者。</li></ul><b>Motley Fool 发布罕见的“全包”购买提醒</b></blockquote></p><p> Cathie Wood has become the best-known fund manager for risk-tolerant growth investors. Her penchant for unearthing disruptive stocks has made Wood -- as ARK Invest's CEO, chief investment officer, and founder -- a name for investors to watch. Herexchange-traded fundswere among last year's biggest gainers, and after a rough start in 2021, ARK Invest is starting to find its groove.</p><p><blockquote>凯西·伍德 (Cathie Wood) 已成为风险承受能力成长型投资者最知名的基金经理。作为 ARK investment 的首席执行官、首席投资官和创始人,伍德对发掘颠覆性股票的偏好使她成为投资者关注的名字。这些交易所交易基金是去年涨幅最大的基金之一,在经历了 2021 年的艰难开局后,方舟投资开始找到自己的最佳状态。</blockquote></p><p> Every pick isn't a winner for Wood, but ARK Invest isn't afraid to buy stocks that Wood believes in when they take a hit. On Thursday, she added to her stakes in<b>Twilio</b> (NYSE:TWLO),<b>Teladoc Health</b>(NYSE:TDOC), and<b>Robinhood Markets</b>(NASDAQ:HOOD). Twilio and Robinhood were hit hard after reported quarterly results this week. Teladoc moved higher after reporting but is trading well below its all-time high. Let's take a closer look.</p><p><blockquote>对于伍德来说,并不是每一次选择都是赢家,但方舟投资并不害怕在伍德受到打击时购买他们相信的股票。周四,她增加了<b>特维利奥</b>(纽约证券交易所代码:TWLO),<b>泰拉多克健康</b>(纽约证券交易所代码:TDOC),以及<b>罗宾汉市场</b>(纳斯达克股票代码:HOOD)。Twilio 和 Robinhood 在本周公布季度业绩后遭受重创。Teladoc 在报告发布后走高,但远低于历史高点。让我们仔细看看。</blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源:盖蒂图片社。</blockquote></p><p> Shares of Twilio plummeted 18% on Thursday after the company reporteddisappointing financial results, and Wood was buying during the intraday weakness. The provider of in-app communication solutions beat expectations for the third quarter, posting stronger-than-expected revenue growth of 65% and a smaller-than-projected loss.</p><p><blockquote>Twilio 公布令人失望的财务业绩后,该公司股价周四暴跌 18%,伍德在盘中疲软期间买入。这家应用内通信解决方案提供商第三季度超出预期,收入增长 65%,强于预期,亏损小于预期。</blockquote></p><p> Unfortunately there were some pressure points, and at least five analysts would go on to slash their price targets on the stock following the report. Twilio's guidance calls for a much larger loss than analysts were modeling, and some Wall Street pros are voicing concerns about the state of gross margins at the company.</p><p><blockquote>不幸的是,存在一些压力点,报告发布后,至少有五名分析师将继续下调该股的目标价。Twilio 的评级指引亏损比分析师预测的要大得多,一些华尔街专业人士对该公司的毛利率状况表示担忧。</blockquote></p><p> There's also the matter of the quality of its revenue. Twilio's been a growth star since hitting the market at $15 five years ago. It has clocked in with year-over-year revenue growth of at least 40%, and that pace was accelerating. Twilio's top line rose 55% last year, 64% through the first half of this year, and now 65% in its latest report.</p><p><blockquote>还有收入质量的问题。自五年前以 15 美元的价格上市以来,Twilio 一直是一颗增长明星。该公司的收入同比增长至少 40%,而且这一速度还在加快。Twilio 的营收去年增长了 55%,今年上半年增长了 64%,在最新报告中增长了 65%。</blockquote></p><p> However, a good chunk of its recent growth has come from acquisitions, and the 38% in organic revenue growth it just served up for the third quarter could be problematic. The silver lining here is that the stock has fallen so hard since its peak that even the sharply reduced price targets are higher than where Twilio is trading now.</p><p><blockquote>然而,其最近的增长很大一部分来自收购,而其第三季度刚刚实现的 38% 的有机收入增长可能会出现问题。一线希望是,该股自峰值以来跌幅如此之大,以至于即使大幅下调的目标价也高于 Twilio 现在的交易价格。</blockquote></p><p> Telehealth was all the rage during the pandemic. When we couldn't go visit a doctor, therapist, dietician, or other medical specialist, Teladoc was there with its easily accessible and affordable videoconferencing platform.</p><p><blockquote>远程医疗在疫情期间风靡一时。当我们不能去看医生、治疗师、营养师或其他医学专家时,Teladoc提供了易于访问且价格合理的视频会议平台。</blockquote></p><p> Teladoc'sfinancial updateon Wednesday afternoon was a mixed bag. It beat expectations on both ends of the income statement, but like Twilio, its guidance also calls for more red ink than analysts were forecasting. At least 10 analysts would go on to lower their price targets on the stock, but the shares still moved higher on Thursday.</p><p><blockquote>Teladoc 周三下午的财务更新喜忧参半。它在损益表的两端都超出了预期,但与 Twilio 一样,其指引也评级了比分析师预测更多的红墨水。至少有 10 名分析师将继续下调该股的目标价,但该股周四仍走高。</blockquote></p><p> Business is still growing at Teladoc, and the company expects to facilitate more than 14.5 million visits this year. It's standing out despite the growingly competitive marketplace for telehealth.</p><p><blockquote>Teladoc 的业务仍在增长,该公司预计今年的访问量将超过 1,450 万次。尽管远程医疗市场竞争日益激烈,但它仍然脱颖而出。</blockquote></p><p> The quarterly report wasn't great, but since the stock has already shed more than half of its value since hitting all-time highs in February, the news came as a relief. Teladoc continues to be ARK Invest's second-largest holding across all of its ETFs, and on Thursday, Wood purchased more shares in four of the funds.</p><p><blockquote>季度报告并不出色,但由于该股自二月份创下历史新高以来已经下跌了一半以上,这一消息让人松了一口气。Teladoc 仍然是 ARK Invest 所有 ETF 中的第二大持股,周四,Wood 购买了其中四只基金的更多股票。</blockquote></p><p> Robinhood Markets is now a broken IPO, buckling below its $38 debutante price tag after a brutal quarterly report. You can take your pick at which of the numbers tripped up the online-trading platform.</p><p><blockquote>Robinhood Markets 现在是一家破产的 IPO,在发布残酷的季度报告后,首次发行价跌破了 38 美元。你可以选择哪个数字跳到了在线交易平台。</blockquote></p><p> We can start with the 35% growth in revenue that was well shy of the 60% growth that Wall Street was expecting. Guidance was also problematic. There was also a sequential dip in monthly active users.</p><p><blockquote>我们可以从 35% 的收入增长开始,远低于华尔街预期的 60% 的增长。指导也有问题。月活跃用户也连续下降。</blockquote></p><p> The trends aren't kind here. Losses are only getting larger, and average revenue per user is sliding.</p><p><blockquote>这里的趋势并不友好。损失只会越来越大,每个用户的平均收入也在下滑。</blockquote></p><p> Robinhood Markets traded as high as $85 on its fifth day of trading this summer, and now it's a broken IPO. Wood is buying the dip, but Robinhood Markets is going to have to introduce new features to stand out in an environment where traders are heading elsewhere.</p><p><blockquote>Robinhood Markets 在今年夏天第五个交易日的交易价格高达 85 美元,现在它是一次破产的 IPO。伍德正在逢低买入,但 Robinhood Markets 将不得不推出新功能,才能在交易者转向其他地方的环境中脱颖而出。</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>Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought<blockquote>凯西·伍德 (Cathie Wood) 抄底:她刚刚购买的 3 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\">\nCathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought<blockquote>凯西·伍德 (Cathie Wood) 抄底:她刚刚购买的 3 只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-10-30 14:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul> <li>ARK Invest added to its Twilio, Teladoc Health, and Robinhood positions on Thursday.</li> <li>Twilio and Robinhood have been falling since reporting financial results earlier this week.</li> <li>Teladoc bounced after its quarterly report but is still a market laggard this year.</li> </ul> <b>Motley Fool Issues Rare “All In” Buy Alert</b></p><p><blockquote><ul><li>ARK Invest 周四增持了 Twilio、Teladoc Health 和 Robinhood 的头寸。</li><li>自本周早些时候公布财务业绩以来,Twilio 和 Robinhood 一直在下跌。</li><li>Teladoc 在季度报告发布后出现反弹,但今年仍然是市场落后者。</li></ul><b>Motley Fool 发布罕见的“全包”购买提醒</b></blockquote></p><p> Cathie Wood has become the best-known fund manager for risk-tolerant growth investors. Her penchant for unearthing disruptive stocks has made Wood -- as ARK Invest's CEO, chief investment officer, and founder -- a name for investors to watch. Herexchange-traded fundswere among last year's biggest gainers, and after a rough start in 2021, ARK Invest is starting to find its groove.</p><p><blockquote>凯西·伍德 (Cathie Wood) 已成为风险承受能力成长型投资者最知名的基金经理。作为 ARK investment 的首席执行官、首席投资官和创始人,伍德对发掘颠覆性股票的偏好使她成为投资者关注的名字。这些交易所交易基金是去年涨幅最大的基金之一,在经历了 2021 年的艰难开局后,方舟投资开始找到自己的最佳状态。</blockquote></p><p> Every pick isn't a winner for Wood, but ARK Invest isn't afraid to buy stocks that Wood believes in when they take a hit. On Thursday, she added to her stakes in<b>Twilio</b> (NYSE:TWLO),<b>Teladoc Health</b>(NYSE:TDOC), and<b>Robinhood Markets</b>(NASDAQ:HOOD). Twilio and Robinhood were hit hard after reported quarterly results this week. Teladoc moved higher after reporting but is trading well below its all-time high. Let's take a closer look.</p><p><blockquote>对于伍德来说,并不是每一次选择都是赢家,但方舟投资并不害怕在伍德受到打击时购买他们相信的股票。周四,她增加了<b>特维利奥</b>(纽约证券交易所代码:TWLO),<b>泰拉多克健康</b>(纽约证券交易所代码:TDOC),以及<b>罗宾汉市场</b>(纳斯达克股票代码:HOOD)。Twilio 和 Robinhood 在本周公布季度业绩后遭受重创。Teladoc 在报告发布后走高,但远低于历史高点。让我们仔细看看。</blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源:盖蒂图片社。</blockquote></p><p> Shares of Twilio plummeted 18% on Thursday after the company reporteddisappointing financial results, and Wood was buying during the intraday weakness. The provider of in-app communication solutions beat expectations for the third quarter, posting stronger-than-expected revenue growth of 65% and a smaller-than-projected loss.</p><p><blockquote>Twilio 公布令人失望的财务业绩后,该公司股价周四暴跌 18%,伍德在盘中疲软期间买入。这家应用内通信解决方案提供商第三季度超出预期,收入增长 65%,强于预期,亏损小于预期。</blockquote></p><p> Unfortunately there were some pressure points, and at least five analysts would go on to slash their price targets on the stock following the report. Twilio's guidance calls for a much larger loss than analysts were modeling, and some Wall Street pros are voicing concerns about the state of gross margins at the company.</p><p><blockquote>不幸的是,存在一些压力点,报告发布后,至少有五名分析师将继续下调该股的目标价。Twilio 的评级指引亏损比分析师预测的要大得多,一些华尔街专业人士对该公司的毛利率状况表示担忧。</blockquote></p><p> There's also the matter of the quality of its revenue. Twilio's been a growth star since hitting the market at $15 five years ago. It has clocked in with year-over-year revenue growth of at least 40%, and that pace was accelerating. Twilio's top line rose 55% last year, 64% through the first half of this year, and now 65% in its latest report.</p><p><blockquote>还有收入质量的问题。自五年前以 15 美元的价格上市以来,Twilio 一直是一颗增长明星。该公司的收入同比增长至少 40%,而且这一速度还在加快。Twilio 的营收去年增长了 55%,今年上半年增长了 64%,在最新报告中增长了 65%。</blockquote></p><p> However, a good chunk of its recent growth has come from acquisitions, and the 38% in organic revenue growth it just served up for the third quarter could be problematic. The silver lining here is that the stock has fallen so hard since its peak that even the sharply reduced price targets are higher than where Twilio is trading now.</p><p><blockquote>然而,其最近的增长很大一部分来自收购,而其第三季度刚刚实现的 38% 的有机收入增长可能会出现问题。一线希望是,该股自峰值以来跌幅如此之大,以至于即使大幅下调的目标价也高于 Twilio 现在的交易价格。</blockquote></p><p> Telehealth was all the rage during the pandemic. When we couldn't go visit a doctor, therapist, dietician, or other medical specialist, Teladoc was there with its easily accessible and affordable videoconferencing platform.</p><p><blockquote>远程医疗在疫情期间风靡一时。当我们不能去看医生、治疗师、营养师或其他医学专家时,Teladoc提供了易于访问且价格合理的视频会议平台。</blockquote></p><p> Teladoc'sfinancial updateon Wednesday afternoon was a mixed bag. It beat expectations on both ends of the income statement, but like Twilio, its guidance also calls for more red ink than analysts were forecasting. At least 10 analysts would go on to lower their price targets on the stock, but the shares still moved higher on Thursday.</p><p><blockquote>Teladoc 周三下午的财务更新喜忧参半。它在损益表的两端都超出了预期,但与 Twilio 一样,其指引也评级了比分析师预测更多的红墨水。至少有 10 名分析师将继续下调该股的目标价,但该股周四仍走高。</blockquote></p><p> Business is still growing at Teladoc, and the company expects to facilitate more than 14.5 million visits this year. It's standing out despite the growingly competitive marketplace for telehealth.</p><p><blockquote>Teladoc 的业务仍在增长,该公司预计今年的访问量将超过 1,450 万次。尽管远程医疗市场竞争日益激烈,但它仍然脱颖而出。</blockquote></p><p> The quarterly report wasn't great, but since the stock has already shed more than half of its value since hitting all-time highs in February, the news came as a relief. Teladoc continues to be ARK Invest's second-largest holding across all of its ETFs, and on Thursday, Wood purchased more shares in four of the funds.</p><p><blockquote>季度报告并不出色,但由于该股自二月份创下历史新高以来已经下跌了一半以上,这一消息让人松了一口气。Teladoc 仍然是 ARK Invest 所有 ETF 中的第二大持股,周四,Wood 购买了其中四只基金的更多股票。</blockquote></p><p> Robinhood Markets is now a broken IPO, buckling below its $38 debutante price tag after a brutal quarterly report. You can take your pick at which of the numbers tripped up the online-trading platform.</p><p><blockquote>Robinhood Markets 现在是一家破产的 IPO,在发布残酷的季度报告后,首次发行价跌破了 38 美元。你可以选择哪个数字跳到了在线交易平台。</blockquote></p><p> We can start with the 35% growth in revenue that was well shy of the 60% growth that Wall Street was expecting. Guidance was also problematic. There was also a sequential dip in monthly active users.</p><p><blockquote>我们可以从 35% 的收入增长开始,远低于华尔街预期的 60% 的增长。指导也有问题。月活跃用户也连续下降。</blockquote></p><p> The trends aren't kind here. Losses are only getting larger, and average revenue per user is sliding.</p><p><blockquote>这里的趋势并不友好。损失只会越来越大,每个用户的平均收入也在下滑。</blockquote></p><p> Robinhood Markets traded as high as $85 on its fifth day of trading this summer, and now it's a broken IPO. Wood is buying the dip, but Robinhood Markets is going to have to introduce new features to stand out in an environment where traders are heading elsewhere.</p><p><blockquote>Robinhood Markets 在今年夏天第五个交易日的交易价格高达 85 美元,现在它是一次破产的 IPO。伍德正在逢低买入,但 Robinhood Markets 将不得不推出新功能,才能在交易者转向其他地方的环境中脱颖而出。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/10/29/cathie-wood-goes-bargain-hunting-3-stocks-she-just/\">Motley Fool</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5caed408891c5ae9176e1a31289a0785","relate_stocks":{},"source_url":"https://www.fool.com/investing/2021/10/29/cathie-wood-goes-bargain-hunting-3-stocks-she-just/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164427432","content_text":"Key Points\n\nARK Invest added to its Twilio, Teladoc Health, and Robinhood positions on Thursday.\nTwilio and Robinhood have been falling since reporting financial results earlier this week.\nTeladoc bounced after its quarterly report but is still a market laggard this year.\n\nMotley Fool Issues Rare “All In” Buy Alert\nCathie Wood has become the best-known fund manager for risk-tolerant growth investors. Her penchant for unearthing disruptive stocks has made Wood -- as ARK Invest's CEO, chief investment officer, and founder -- a name for investors to watch. Herexchange-traded fundswere among last year's biggest gainers, and after a rough start in 2021, ARK Invest is starting to find its groove.\nEvery pick isn't a winner for Wood, but ARK Invest isn't afraid to buy stocks that Wood believes in when they take a hit. On Thursday, she added to her stakes inTwilio (NYSE:TWLO),Teladoc Health(NYSE:TDOC), andRobinhood Markets(NASDAQ:HOOD). Twilio and Robinhood were hit hard after reported quarterly results this week. Teladoc moved higher after reporting but is trading well below its all-time high. Let's take a closer look.\nIMAGE SOURCE: GETTY IMAGES.\nShares of Twilio plummeted 18% on Thursday after the company reporteddisappointing financial results, and Wood was buying during the intraday weakness. The provider of in-app communication solutions beat expectations for the third quarter, posting stronger-than-expected revenue growth of 65% and a smaller-than-projected loss.\nUnfortunately there were some pressure points, and at least five analysts would go on to slash their price targets on the stock following the report. Twilio's guidance calls for a much larger loss than analysts were modeling, and some Wall Street pros are voicing concerns about the state of gross margins at the company.\nThere's also the matter of the quality of its revenue. Twilio's been a growth star since hitting the market at $15 five years ago. It has clocked in with year-over-year revenue growth of at least 40%, and that pace was accelerating. Twilio's top line rose 55% last year, 64% through the first half of this year, and now 65% in its latest report.\nHowever, a good chunk of its recent growth has come from acquisitions, and the 38% in organic revenue growth it just served up for the third quarter could be problematic. The silver lining here is that the stock has fallen so hard since its peak that even the sharply reduced price targets are higher than where Twilio is trading now.\nTelehealth was all the rage during the pandemic. When we couldn't go visit a doctor, therapist, dietician, or other medical specialist, Teladoc was there with its easily accessible and affordable videoconferencing platform.\nTeladoc'sfinancial updateon Wednesday afternoon was a mixed bag. It beat expectations on both ends of the income statement, but like Twilio, its guidance also calls for more red ink than analysts were forecasting. At least 10 analysts would go on to lower their price targets on the stock, but the shares still moved higher on Thursday.\nBusiness is still growing at Teladoc, and the company expects to facilitate more than 14.5 million visits this year. It's standing out despite the growingly competitive marketplace for telehealth.\nThe quarterly report wasn't great, but since the stock has already shed more than half of its value since hitting all-time highs in February, the news came as a relief. Teladoc continues to be ARK Invest's second-largest holding across all of its ETFs, and on Thursday, Wood purchased more shares in four of the funds.\nRobinhood Markets is now a broken IPO, buckling below its $38 debutante price tag after a brutal quarterly report. You can take your pick at which of the numbers tripped up the online-trading platform.\nWe can start with the 35% growth in revenue that was well shy of the 60% growth that Wall Street was expecting. Guidance was also problematic. There was also a sequential dip in monthly active users.\nThe trends aren't kind here. Losses are only getting larger, and average revenue per user is sliding.\nRobinhood Markets traded as high as $85 on its fifth day of trading this summer, and now it's a broken IPO. Wood is buying the dip, but Robinhood Markets is going to have to introduce new features to stand out in an environment where traders are heading elsewhere.","news_type":1,"symbols_score_info":{"ARKIU":0.9,"JE":0.9}},"isVote":1,"tweetType":1,"viewCount":878,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849917522,"gmtCreate":1635723910945,"gmtModify":1635723912375,"author":{"id":"3575859659136593","authorId":"3575859659136593","name":"MOON88","avatar":"https://static.tigerbbs.com/f09b0d1b368ce9762e9af5a440d99d98","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575859659136593","idStr":"3575859659136593"},"themes":[],"title":"","htmlText":"Ya ya To the moon","listText":"Ya ya To the moon","text":"Ya ya To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/849917522","repostId":"1104228860","repostType":4,"isVote":1,"tweetType":1,"viewCount":1496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849917026,"gmtCreate":1635723856820,"gmtModify":1635723858256,"author":{"id":"3575859659136593","authorId":"3575859659136593","name":"MOON88","avatar":"https://static.tigerbbs.com/f09b0d1b368ce9762e9af5a440d99d98","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575859659136593","idStr":"3575859659136593"},"themes":[],"title":"","htmlText":"Buy more ","listText":"Buy more ","text":"Buy more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/849917026","repostId":"1161741054","repostType":4,"repost":{"id":"1161741054","kind":"news","pubTimestamp":1635723637,"share":"https://www.laohunote.com/m/news/1161741054?lang=zh_CN&edition=full","pubTime":"2021-11-01 07:40","market":"us","language":"en","title":"Amazon's 'most important investment' right now, according to a bullish analyst<blockquote>一位乐观分析师表示,亚马逊目前是“最重要的投资”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1161741054","media":"finance.yahoo","summary":"Amazon (AMZN) missed earnings estimates in the third quarter and is expecting more pain in the near ","content":"<p>Amazon (AMZN) missed earnings estimates in the third quarter and is expecting more pain in the near term, which one analyst says are a sign that the company is spending now to set itself up for more upside later on.</p><p><blockquote>亚马逊 (AMZN) 第三季度盈利未达到预期,预计短期内将面临更多痛苦,一位分析师表示,这表明该公司现在正在花钱为以后的更大上涨空间做好准备。</blockquote></p><p> \"The most important investment that they're making is in wages,\" Anthony Chukumba, an analyst at Loop Capital, told Yahoo Finance Live (video above). Even after increasing workers' starting compensation from$15 an hour to over $18 an hour,adding benefits, and creating $3,000 signing bonuses, \"they're still struggling,\" he added.</p><p><blockquote>Loop Capital 分析师 Anthony Chukumba 告诉雅虎财经直播(上图视频):“他们进行的最重要的投资是工资。”即使在将工人的起薪从每小时 15 美元提高到每小时 18 美元以上、增加福利并设立 3,000 美元的签约奖金之后,“他们仍然在苦苦挣扎,”他补充道。</blockquote></p><p> \"We're seeing all the same stories ... from so many different companies — it's becoming increasingly difficult to hire unskilled workers as well as to retain them,\" Chukumba explained. \"You need to have these people in the warehouse, you need to have them on the trucks. Otherwise, the whole system just breaks down, quite frankly.\"</p><p><blockquote>“我们看到所有相同的故事……来自如此多不同的公司——雇用非熟练工人以及留住他们变得越来越困难,”丘昆巴解释道。“你需要把这些人放在仓库里,你需要把他们放在卡车上。否则,坦率地说,整个系统就会崩溃。”</blockquote></p><p> Chukumba has a Buy rating and a $3,775 price target on Amazon. Shares of Amazon closed at $3,372.41 on Friday and are up 5.83% so far this year.</p><p><blockquote>Chukumba 在亚马逊上的评级为买入,目标价为 3,775 美元。亚马逊股价周五收于 3,372.41 美元,今年迄今已上涨 5.83%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ac212931005a73e8a91843e3301dd4f1\" tg-width=\"856\" tg-height=\"589\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> 'It’ll be expensive for us in the short term': Amazon</p><p><blockquote>短期内对我们来说代价高昂: 亚马逊</blockquote></p><p> Amazon posted third-quarter results and guidance that left Wall Street balking as the e-commerce giant forecasted billions of dollars in additional costs heading into the holiday shopping season.</p><p><blockquote>亚马逊公布的第三季度业绩和指引让华尔街犹豫不决,因为这家电子商务巨头预计假日购物季将产生数十亿美元的额外成本。</blockquote></p><p> \"In the fourth quarter, we expect to incur several billion dollars of additional costs in our Consumer business as we manage through labor supply shortages, increased wage costs, global supply chain issues, and increased freight and shipping costs — all while doing whatever it takes to minimize the impact on customers and selling partners this holiday season,\" Amazon CEO Andy Jassy said in the company's earnings release. \"It’ll be expensive for us in the short term, but it’s the right prioritization for our customers and partners.\"</p><p><blockquote>“在第四季度,我们预计消费者业务将产生数十亿美元的额外成本,因为我们要应对劳动力供应短缺、工资成本增加、全球供应链问题以及货运和海运成本增加——同时尽一切努力最大限度地减少对客户和销售合作伙伴的影响,”亚马逊首席执行官安迪·贾西 (Andy Jassy) 在公司财报发布中表示。“短期内,这对我们来说会很昂贵,但对我们的客户和合作伙伴来说,这是正确的优先事项”。</blockquote></p><p> Chukumba's view is that Jassy's decision was the right one, given the intense supply chain issues and labor shortages that the country is experiencing amid the economic recovery. Many employers have proactively raised wages to attract more talent on top of offering perks like paying for their workers' education.</p><p><blockquote>丘昆巴认为,鉴于该国在经济复苏过程中面临严重的供应链问题和劳动力短缺,贾西的决定是正确的。许多雇主除了提供支付工人工资等福利外,还主动提高工资以吸引更多人才。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88e39b868568ed3b29f166fee726fd29\" tg-width=\"705\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>An employee pulls a cart at Amazon's JFK8 distribution center in Staten Island, New York, U.S. November 25, 2020. (REUTERS/Brendan McDermid.)</span></p><p><blockquote><p class=\"t-img-caption\"><span>2020 年 11 月 25 日,一名员工在美国纽约斯塔滕岛的亚马逊 JFK8 配送中心拉着一辆手推车。(路透社/布伦丹·麦克德米德。)</span></p></blockquote></p><p> Supply chainissues continue to drag on as well.</p><p><blockquote>供应链问题也继续拖延。</blockquote></p><p> \"We expect... strained supply chains to last until the early parts of 2023,\" Peter Sand, chief shipping analyst at Copenhagen-based BIMCO, a shipping trade group, toldYahoo Finance in a previous interview. \"We are basically seeing a global all-but-breakdown of the supply chains from end to end.\"</p><p><blockquote>“我们预计……紧张的供应链将持续到 2023 年初,”总部位于哥本哈根的航运贸易集团 BIMCO 首席航运分析师 Peter Sand 在之前的采访中告诉 toldYahoo Finance。“我们基本上看到的是全球供应链从端到端的全面崩溃。”</blockquote></p><p> The losses reported by Amazon on Friday were an acknowledgment by Amazon that \"we have to pay our employees more. We have to give them the sign-on bonuses,\" Chukumba said. \"We're seeing this sort of inefficiency in our supply chain and we're going to eat it. We're not going to pass that along to our customers. We're not going to pass that along to our... sellers. We're going to going to eat that.\"</p><p><blockquote>亚马逊周五报告的亏损是亚马逊承认“我们必须向员工支付更多工资。我们必须给他们签约奖金,”丘昆巴说。“我们在供应链中看到了这种低效率,我们要吃掉它。我们不会把这种情况传递给我们的客户。我们不会把这种情况传递给我们的……卖家。我们要吃掉它。”</blockquote></p><p> And ahead of the holiday season, choosing to stomach higher costs rather than raise prices is \"quite frankly... the right decision,\" he added.</p><p><blockquote>在假期来临之前,选择承受更高的成本而不是提高价格是“非常坦率地说……正确的决定,”他补充道。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8c1fd4270a11c49fa06b49c02c76f85\" tg-width=\"705\" tg-height=\"504\" width=\"100%\" height=\"auto\"><span>Andy Jassy, CEO Amazon Web Services, speaks at the WSJD Live conference in Laguna Beach, California, U.S., October 25, 2016. REUTERS/Mike BlakeAmazon could raise Primecost, prices in longer term</span></p><p><blockquote><p class=\"t-img-caption\"><span>2016年10月25日,亚马逊网络服务首席执行官安迪·贾西在美国加利福尼亚州拉古纳海滩举行的WSJD现场会议上发表讲话。路透社/迈克·布莱克亚马逊可能会在长期内提高 Primecost 和价格</span></p></blockquote></p><p> Longer-term, there are many options the company could take to recover many of these losses.</p><p><blockquote>从长远来看,该公司可以采取多种选择来弥补其中的许多损失。</blockquote></p><p> \"It's been over three years since they increased the price of Amazon Prime, it's now $118 a [year]. I really think that they could increase that,\" Chukumba explained. \"I don't think the vast majority of Prime subscribers would blink at that.\"</p><p><blockquote>“他们提高亚马逊 Prime 的价格已经三年多了,现在每年 118 美元。我真的认为他们可以提高这个价格,”丘昆巴解释道。“我认为绝大多数 Prime 用户不会对此眨眼。”</blockquote></p><p> Another one of Amazon's options would be to \"increase their rates that they charge the third-party sellers and they could even increase prices on first party,\" Chukumba said. \"And by the way, we're hearing from a lot of companies that, you know, consumers are not blinking at price increases.\"</p><p><blockquote>丘昆巴说,亚马逊的另一个选择是“提高向第三方卖家收取的费用,他们甚至可以提高第一方的价格”。“顺便说一句,我们从很多公司那里听到,你知道,消费者对价格上涨并不满意。”</blockquote></p><p></p>","source":"lsy1612507957220","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>Amazon's 'most important investment' right now, according to a bullish analyst<blockquote>一位乐观分析师表示,亚马逊目前是“最重要的投资”</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\">\nAmazon's 'most important investment' right now, according to a bullish analyst<blockquote>一位乐观分析师表示,亚马逊目前是“最重要的投资”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">finance.yahoo</strong><span class=\"h-time small\">2021-11-01 07:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Amazon (AMZN) missed earnings estimates in the third quarter and is expecting more pain in the near term, which one analyst says are a sign that the company is spending now to set itself up for more upside later on.</p><p><blockquote>亚马逊 (AMZN) 第三季度盈利未达到预期,预计短期内将面临更多痛苦,一位分析师表示,这表明该公司现在正在花钱为以后的更大上涨空间做好准备。</blockquote></p><p> \"The most important investment that they're making is in wages,\" Anthony Chukumba, an analyst at Loop Capital, told Yahoo Finance Live (video above). Even after increasing workers' starting compensation from$15 an hour to over $18 an hour,adding benefits, and creating $3,000 signing bonuses, \"they're still struggling,\" he added.</p><p><blockquote>Loop Capital 分析师 Anthony Chukumba 告诉雅虎财经直播(上图视频):“他们进行的最重要的投资是工资。”即使在将工人的起薪从每小时 15 美元提高到每小时 18 美元以上、增加福利并设立 3,000 美元的签约奖金之后,“他们仍然在苦苦挣扎,”他补充道。</blockquote></p><p> \"We're seeing all the same stories ... from so many different companies — it's becoming increasingly difficult to hire unskilled workers as well as to retain them,\" Chukumba explained. \"You need to have these people in the warehouse, you need to have them on the trucks. Otherwise, the whole system just breaks down, quite frankly.\"</p><p><blockquote>“我们看到所有相同的故事……来自如此多不同的公司——雇用非熟练工人以及留住他们变得越来越困难,”丘昆巴解释道。“你需要把这些人放在仓库里,你需要把他们放在卡车上。否则,坦率地说,整个系统就会崩溃。”</blockquote></p><p> Chukumba has a Buy rating and a $3,775 price target on Amazon. Shares of Amazon closed at $3,372.41 on Friday and are up 5.83% so far this year.</p><p><blockquote>Chukumba 在亚马逊上的评级为买入,目标价为 3,775 美元。亚马逊股价周五收于 3,372.41 美元,今年迄今已上涨 5.83%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ac212931005a73e8a91843e3301dd4f1\" tg-width=\"856\" tg-height=\"589\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> 'It’ll be expensive for us in the short term': Amazon</p><p><blockquote>短期内对我们来说代价高昂: 亚马逊</blockquote></p><p> Amazon posted third-quarter results and guidance that left Wall Street balking as the e-commerce giant forecasted billions of dollars in additional costs heading into the holiday shopping season.</p><p><blockquote>亚马逊公布的第三季度业绩和指引让华尔街犹豫不决,因为这家电子商务巨头预计假日购物季将产生数十亿美元的额外成本。</blockquote></p><p> \"In the fourth quarter, we expect to incur several billion dollars of additional costs in our Consumer business as we manage through labor supply shortages, increased wage costs, global supply chain issues, and increased freight and shipping costs — all while doing whatever it takes to minimize the impact on customers and selling partners this holiday season,\" Amazon CEO Andy Jassy said in the company's earnings release. \"It’ll be expensive for us in the short term, but it’s the right prioritization for our customers and partners.\"</p><p><blockquote>“在第四季度,我们预计消费者业务将产生数十亿美元的额外成本,因为我们要应对劳动力供应短缺、工资成本增加、全球供应链问题以及货运和海运成本增加——同时尽一切努力最大限度地减少对客户和销售合作伙伴的影响,”亚马逊首席执行官安迪·贾西 (Andy Jassy) 在公司财报发布中表示。“短期内,这对我们来说会很昂贵,但对我们的客户和合作伙伴来说,这是正确的优先事项”。</blockquote></p><p> Chukumba's view is that Jassy's decision was the right one, given the intense supply chain issues and labor shortages that the country is experiencing amid the economic recovery. Many employers have proactively raised wages to attract more talent on top of offering perks like paying for their workers' education.</p><p><blockquote>丘昆巴认为,鉴于该国在经济复苏过程中面临严重的供应链问题和劳动力短缺,贾西的决定是正确的。许多雇主除了提供支付工人工资等福利外,还主动提高工资以吸引更多人才。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88e39b868568ed3b29f166fee726fd29\" tg-width=\"705\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>An employee pulls a cart at Amazon's JFK8 distribution center in Staten Island, New York, U.S. November 25, 2020. (REUTERS/Brendan McDermid.)</span></p><p><blockquote><p class=\"t-img-caption\"><span>2020 年 11 月 25 日,一名员工在美国纽约斯塔滕岛的亚马逊 JFK8 配送中心拉着一辆手推车。(路透社/布伦丹·麦克德米德。)</span></p></blockquote></p><p> Supply chainissues continue to drag on as well.</p><p><blockquote>供应链问题也继续拖延。</blockquote></p><p> \"We expect... strained supply chains to last until the early parts of 2023,\" Peter Sand, chief shipping analyst at Copenhagen-based BIMCO, a shipping trade group, toldYahoo Finance in a previous interview. \"We are basically seeing a global all-but-breakdown of the supply chains from end to end.\"</p><p><blockquote>“我们预计……紧张的供应链将持续到 2023 年初,”总部位于哥本哈根的航运贸易集团 BIMCO 首席航运分析师 Peter Sand 在之前的采访中告诉 toldYahoo Finance。“我们基本上看到的是全球供应链从端到端的全面崩溃。”</blockquote></p><p> The losses reported by Amazon on Friday were an acknowledgment by Amazon that \"we have to pay our employees more. We have to give them the sign-on bonuses,\" Chukumba said. \"We're seeing this sort of inefficiency in our supply chain and we're going to eat it. We're not going to pass that along to our customers. We're not going to pass that along to our... sellers. We're going to going to eat that.\"</p><p><blockquote>亚马逊周五报告的亏损是亚马逊承认“我们必须向员工支付更多工资。我们必须给他们签约奖金,”丘昆巴说。“我们在供应链中看到了这种低效率,我们要吃掉它。我们不会把这种情况传递给我们的客户。我们不会把这种情况传递给我们的……卖家。我们要吃掉它。”</blockquote></p><p> And ahead of the holiday season, choosing to stomach higher costs rather than raise prices is \"quite frankly... the right decision,\" he added.</p><p><blockquote>在假期来临之前,选择承受更高的成本而不是提高价格是“非常坦率地说……正确的决定,”他补充道。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8c1fd4270a11c49fa06b49c02c76f85\" tg-width=\"705\" tg-height=\"504\" width=\"100%\" height=\"auto\"><span>Andy Jassy, CEO Amazon Web Services, speaks at the WSJD Live conference in Laguna Beach, California, U.S., October 25, 2016. REUTERS/Mike BlakeAmazon could raise Primecost, prices in longer term</span></p><p><blockquote><p class=\"t-img-caption\"><span>2016年10月25日,亚马逊网络服务首席执行官安迪·贾西在美国加利福尼亚州拉古纳海滩举行的WSJD现场会议上发表讲话。路透社/迈克·布莱克亚马逊可能会在长期内提高 Primecost 和价格</span></p></blockquote></p><p> Longer-term, there are many options the company could take to recover many of these losses.</p><p><blockquote>从长远来看,该公司可以采取多种选择来弥补其中的许多损失。</blockquote></p><p> \"It's been over three years since they increased the price of Amazon Prime, it's now $118 a [year]. I really think that they could increase that,\" Chukumba explained. \"I don't think the vast majority of Prime subscribers would blink at that.\"</p><p><blockquote>“他们提高亚马逊 Prime 的价格已经三年多了,现在每年 118 美元。我真的认为他们可以提高这个价格,”丘昆巴解释道。“我认为绝大多数 Prime 用户不会对此眨眼。”</blockquote></p><p> Another one of Amazon's options would be to \"increase their rates that they charge the third-party sellers and they could even increase prices on first party,\" Chukumba said. \"And by the way, we're hearing from a lot of companies that, you know, consumers are not blinking at price increases.\"</p><p><blockquote>丘昆巴说,亚马逊的另一个选择是“提高向第三方卖家收取的费用,他们甚至可以提高第一方的价格”。“顺便说一句,我们从很多公司那里听到,你知道,消费者对价格上涨并不满意。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/amazons-most-important-investment-143639871.html\">finance.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":{"AMZN":"亚马逊"},"source_url":"https://finance.yahoo.com/news/amazons-most-important-investment-143639871.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161741054","content_text":"Amazon (AMZN) missed earnings estimates in the third quarter and is expecting more pain in the near term, which one analyst says are a sign that the company is spending now to set itself up for more upside later on.\n\"The most important investment that they're making is in wages,\" Anthony Chukumba, an analyst at Loop Capital, told Yahoo Finance Live (video above). Even after increasing workers' starting compensation from$15 an hour to over $18 an hour,adding benefits, and creating $3,000 signing bonuses, \"they're still struggling,\" he added.\n\"We're seeing all the same stories ... from so many different companies — it's becoming increasingly difficult to hire unskilled workers as well as to retain them,\" Chukumba explained. \"You need to have these people in the warehouse, you need to have them on the trucks. Otherwise, the whole system just breaks down, quite frankly.\"\nChukumba has a Buy rating and a $3,775 price target on Amazon. Shares of Amazon closed at $3,372.41 on Friday and are up 5.83% so far this year.\n\n'It’ll be expensive for us in the short term': Amazon\nAmazon posted third-quarter results and guidance that left Wall Street balking as the e-commerce giant forecasted billions of dollars in additional costs heading into the holiday shopping season.\n\"In the fourth quarter, we expect to incur several billion dollars of additional costs in our Consumer business as we manage through labor supply shortages, increased wage costs, global supply chain issues, and increased freight and shipping costs — all while doing whatever it takes to minimize the impact on customers and selling partners this holiday season,\" Amazon CEO Andy Jassy said in the company's earnings release. \"It’ll be expensive for us in the short term, but it’s the right prioritization for our customers and partners.\"\nChukumba's view is that Jassy's decision was the right one, given the intense supply chain issues and labor shortages that the country is experiencing amid the economic recovery. Many employers have proactively raised wages to attract more talent on top of offering perks like paying for their workers' education.\nAn employee pulls a cart at Amazon's JFK8 distribution center in Staten Island, New York, U.S. November 25, 2020. (REUTERS/Brendan McDermid.)\nSupply chainissues continue to drag on as well.\n\"We expect... strained supply chains to last until the early parts of 2023,\" Peter Sand, chief shipping analyst at Copenhagen-based BIMCO, a shipping trade group, toldYahoo Finance in a previous interview. \"We are basically seeing a global all-but-breakdown of the supply chains from end to end.\"\nThe losses reported by Amazon on Friday were an acknowledgment by Amazon that \"we have to pay our employees more. We have to give them the sign-on bonuses,\" Chukumba said. \"We're seeing this sort of inefficiency in our supply chain and we're going to eat it. We're not going to pass that along to our customers. We're not going to pass that along to our... sellers. 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