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2021-05-20

Cool

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2021-07-11

Cool

XPeng: Leader Of Chinese Vehicle Electrification Efforts<blockquote>小鹏汽车：中国汽车电气化的领导者</blockquote>

2021-07-19

Cool

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2021-03-31

So good

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2021-03-31

Must buy

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2021-02-24

We shd buy stock to beat inflation

The RealReal Missed On Earnings, But Analysts See Hope As Economy Reopens<blockquote>RealReal 未能实现盈利，但随着经济重新开放，分析师看到了希望</blockquote>

2021-08-06

Cool

20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的 20 只云股票</blockquote>

2021-05-09

Cool

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2021-07-19

Cool

Canada Cannabis Sales Doubled In 2020, Hitting $2.6 Billion: Here's What's Next<blockquote>2020 年加拿大大麻销售额翻了一番，达到 26 亿美元：接下来是什么</blockquote>

2021-07-16

Cool

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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":1628690397,"share":"https://www.laohunote.com/m/news/1187115140?lang=zh_CN&edition=full","pubTime":"2021-08-11 21:59","market":"us","language":"en","title":"Unity Software shares gains 10% in early trading.<blockquote>Unity Software 股价早盘上涨 10%。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1187115140","media":"Tiger Newspress","summary":"Unity Software shares gains 10% in early trading.\nUnity posted a Q2 loss of $0.02 per share on sales","content":"<p>Unity&nbsp;Software&nbsp;shares&nbsp;gains&nbsp;10%&nbsp;in&nbsp;early&nbsp;trading.</p><p><blockquote>Unity Software 股价早盘上涨 10%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/60f0ca932c3c5711de4b40a6b16f1d8d\" tg-width=\"897\" tg-height=\"622\" referrerpolicy=\"no-referrer\">Unity posted a Q2 loss of $0.02 per share on sales of $273.6 million to top the analyst consensus of a loss of $0.11 per share on sales of $242.3 million. Unity previously guided for Q2 sales of $242.5 million, at the midpoint of guidance.</p><p><blockquote>Unity 公布第二季度销售额为 2.736 亿美元，每股亏损 0.02 美元，高于分析师普遍预期的每股亏损 0.11 美元，销售额为 2.423 亿美元。Unity 此前对第二季度销售额的指导为 2.425 亿美元，处于指导的中点。</blockquote></p><p> “At Unity, our goal is to provide creators with the best tools to succeed as RT3D creators. Unity is designed to enable creators to build anything digital and to instantly deploy their work across dozens of platform types and devices, which is to make participating in building the metaverse accessible to all creators,” said John Riccitiello, President and Chief Executive Officer, Unity.</p><p><blockquote>“在 Unity，我们的目标是为创作者提供成为 RT3D 创作者的最佳工具。Unity 总裁兼首席执行官 John Riccitiello 说：”Unity 旨在使创作者能够构建任何数字化内容，并在数十种平台类型和设备上即时部署他们的作品，从而使所有创作者都能参与构建元宇宙。</blockquote></p><p> The company also delivered a beat on the outlook as it projects for Q3 revenue to come between $260 million and $265 million to beat the consensus of $253.3 million. Full-year, the company is projecting revenue between $1.05 billion and $1.06 billion for the year, higher than the company’s prior forecast of $1 billion to $1.02 billion for the year and analyst consensus of $1.01 billion.</p><p><blockquote>该公司还预测了前景，预计第三季度收入将在 2.6 亿美元至 2.65 亿美元之间，超过市场普遍预期的 2.533 亿美元。该公司预计全年收入在 10.5 亿至 10.6 亿美元之间，高于公司之前预测的 10 亿至 10.2 亿美元以及分析师一致认为的 10.1 亿美元。</blockquote></p><p> Furthermore, the company reported it will acquire remote desktop and streaming technology company Parsec for roughly $320 million in cash.</p><p><blockquote>此外，该公司报告称，将以约3.2亿美元现金收购远程桌面和流媒体技术公司Parsec。</blockquote></p><p> Oppenheimer analyst Martin Yang raised the price target to $125.00 per share from $103.00 on the Outperform-rated stock after the company delivered better than expected 2Q results with “impressive operating momentum.</p><p><blockquote>奥本海默（Oppenheimer）分析师马丁-杨（Martin Yang）将该股的目标价从每股 103.00 美元上调至每股 125.00 美元，此前该公司第二季度业绩好于预期，“运营势头令人印象深刻”。</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>Unity Software shares gains 10% in early trading.<blockquote>Unity Software 股价早盘上涨 10%。</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\">\nUnity Software shares gains 10% in early trading.<blockquote>Unity Software 股价早盘上涨 10%。</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\">2021-08-11 21:59</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Unity&nbsp;Software&nbsp;shares&nbsp;gains&nbsp;10%&nbsp;in&nbsp;early&nbsp;trading.</p><p><blockquote>Unity Software 股价早盘上涨 10%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/60f0ca932c3c5711de4b40a6b16f1d8d\" tg-width=\"897\" tg-height=\"622\" referrerpolicy=\"no-referrer\">Unity posted a Q2 loss of $0.02 per share on sales of $273.6 million to top the analyst consensus of a loss of $0.11 per share on sales of $242.3 million. Unity previously guided for Q2 sales of $242.5 million, at the midpoint of guidance.</p><p><blockquote>Unity 公布第二季度销售额为 2.736 亿美元，每股亏损 0.02 美元，高于分析师普遍预期的每股亏损 0.11 美元，销售额为 2.423 亿美元。Unity 此前对第二季度销售额的指导为 2.425 亿美元，处于指导的中点。</blockquote></p><p> “At Unity, our goal is to provide creators with the best tools to succeed as RT3D creators. Unity is designed to enable creators to build anything digital and to instantly deploy their work across dozens of platform types and devices, which is to make participating in building the metaverse accessible to all creators,” said John Riccitiello, President and Chief Executive Officer, Unity.</p><p><blockquote>“在 Unity，我们的目标是为创作者提供成为 RT3D 创作者的最佳工具。Unity 总裁兼首席执行官 John Riccitiello 说：”Unity 旨在使创作者能够构建任何数字化内容，并在数十种平台类型和设备上即时部署他们的作品，从而使所有创作者都能参与构建元宇宙。</blockquote></p><p> The company also delivered a beat on the outlook as it projects for Q3 revenue to come between $260 million and $265 million to beat the consensus of $253.3 million. Full-year, the company is projecting revenue between $1.05 billion and $1.06 billion for the year, higher than the company’s prior forecast of $1 billion to $1.02 billion for the year and analyst consensus of $1.01 billion.</p><p><blockquote>该公司还预测了前景，预计第三季度收入将在 2.6 亿美元至 2.65 亿美元之间，超过市场普遍预期的 2.533 亿美元。该公司预计全年收入在 10.5 亿至 10.6 亿美元之间，高于公司之前预测的 10 亿至 10.2 亿美元以及分析师一致认为的 10.1 亿美元。</blockquote></p><p> Furthermore, the company reported it will acquire remote desktop and streaming technology company Parsec for roughly $320 million in cash.</p><p><blockquote>此外，该公司报告称，将以约3.2亿美元现金收购远程桌面和流媒体技术公司Parsec。</blockquote></p><p> Oppenheimer analyst Martin Yang raised the price target to $125.00 per share from $103.00 on the Outperform-rated stock after the company delivered better than expected 2Q results with “impressive operating momentum.</p><p><blockquote>奥本海默（Oppenheimer）分析师马丁-杨（Martin Yang）将该股的目标价从每股 103.00 美元上调至每股 125.00 美元，此前该公司第二季度业绩好于预期，“运营势头令人印象深刻”。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"U":"Unity Software Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187115140","content_text":"Unity Software shares gains 10% in early trading.\nUnity posted a Q2 loss of $0.02 per share on sales of $273.6 million to top the analyst consensus of a loss of $0.11 per share on sales of $242.3 million. Unity previously guided for Q2 sales of $242.5 million, at the midpoint of guidance.\n“At Unity, our goal is to provide creators with the best tools to succeed as RT3D creators. Unity is designed to enable creators to build anything digital and to instantly deploy their work across dozens of platform types and devices, which is to make participating in building the metaverse accessible to all creators,” said John Riccitiello, President and Chief Executive Officer, Unity.\nThe company also delivered a beat on the outlook as it projects for Q3 revenue to come between $260 million and $265 million to beat the consensus of $253.3 million. Full-year, the company is projecting revenue between $1.05 billion and $1.06 billion for the year, higher than the company’s prior forecast of $1 billion to $1.02 billion for the year and analyst consensus of $1.01 billion.\nFurthermore, the company reported it will acquire remote desktop and streaming technology company Parsec for roughly $320 million in cash.\nOppenheimer analyst Martin Yang raised the price target to $125.00 per share from $103.00 on the Outperform-rated stock after the company delivered better than expected 2Q results with “impressive operating momentum.","news_type":1,"symbols_score_info":{"U":0.9}},"isVote":1,"tweetType":1,"viewCount":3008,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893640658,"gmtCreate":1628261022874,"gmtModify":1631888713180,"author":{"id":"3575867013914101","authorId":"3575867013914101","name":"BpchuA","avatar":"https://static.tigerbbs.com/dd3500e66cc249b4480fcc30d7cd6409","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575867013914101","authorIdStr":"3575867013914101"},"themes":[],"title":"","htmlText":"H","listText":"H","text":"H","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/893640658","repostId":"1141271021","repostType":4,"isVote":1,"tweetType":1,"viewCount":4044,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893657467,"gmtCreate":1628260998459,"gmtModify":1631888713191,"author":{"id":"3575867013914101","authorId":"3575867013914101","name":"BpchuA","avatar":"https://static.tigerbbs.com/dd3500e66cc249b4480fcc30d7cd6409","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575867013914101","authorIdStr":"3575867013914101"},"themes":[],"title":"","htmlText":"Hhh","listText":"Hhh","text":"Hhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893657467","repostId":"1187374387","repostType":4,"isVote":1,"tweetType":1,"viewCount":3522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893657218,"gmtCreate":1628260987034,"gmtModify":1631888713201,"author":{"id":"3575867013914101","authorId":"3575867013914101","name":"BpchuA","avatar":"https://static.tigerbbs.com/dd3500e66cc249b4480fcc30d7cd6409","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575867013914101","authorIdStr":"3575867013914101"},"themes":[],"title":"","htmlText":"$$","listText":"$$","text":"$$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893657218","repostId":"2157649395","repostType":4,"isVote":1,"tweetType":1,"viewCount":2678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893657332,"gmtCreate":1628260973726,"gmtModify":1631888713215,"author":{"id":"3575867013914101","authorId":"3575867013914101","name":"BpchuA","avatar":"https://static.tigerbbs.com/dd3500e66cc249b4480fcc30d7cd6409","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575867013914101","authorIdStr":"3575867013914101"},"themes":[],"title":"","htmlText":"C","listText":"C","text":"C","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893657332","repostId":"1145298738","repostType":4,"repost":{"id":"1145298738","kind":"news","pubTimestamp":1628259150,"share":"https://www.laohunote.com/m/news/1145298738?lang=zh_CN&edition=full","pubTime":"2021-08-06 22:12","market":"us","language":"en","title":"\"Enough For Tapering To Start\": Wall Street Reacts To A Blockbuster Jobs Report<blockquote>“足以开始缩减规模”：华尔街对重磅就业报告的反应</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1145298738","media":"zerohedge","summary":"With the jobs report coming in at just shy of 1 million jobs on the establishment survey (and just o","content":"<p>With the jobs report coming in at just shy of 1 million jobs on the establishment survey (and just over 1 million on the Household survey), with strong job creation, a big drop in unemployment rate, higher employment-to-population, rising wages and hours worked, and favorable revisions, consensus - at least judging by the market reaction - is that we have entered the \"substantial progress\" phase, greenlighting a tapering signal by the Fed at the end of the month during the Jackson Hole symposium.</p><p><blockquote>就业报告显示，企业调查中的就业岗位略低于 100 万个（家庭调查中的就业岗位略高于 100 万个），就业创造强劲，失业率大幅下降，就业人口比率上升，工资和工作时间上涨，以及有利的修正，至少从市场反应来看，共识是我们已经进入了“实质性进展”阶段，为美联储在本月底杰克逊霍尔研讨会期间发出的缩减规模信号开了绿灯。</blockquote></p><p> And yet there is one potential hurdle: the Delta surge and ensuing restrictions and/or lockdowns: as TD Ameritrade's JJ Kinahan says, \"because of the delta variant, until we know a little bit more about that, I think it throws a different wrench in there, where we’re like, OK, now we’re in wait-and-see mode there. Great to see that the jobs are progressing and the economy is progressing -- hopefully by the next jobs report we’ll know if the economy can keep progressing at this pace. Right now it looks like it will.”</p><p><blockquote>然而，还有一个潜在的障碍：三角洲的激增以及随之而来的限制和/或封锁： 正如德美利证券（TD Ameritrade）的 JJ Kinahan 所说：“由于德尔塔变异毒株，在我们对此有更多了解之前，我认为它会给我们带来不同的压力，我们会说，好吧，现在我们处于观望模式。很高兴看到就业岗位和经济都在增长--希望在下一份就业报告中，我们就能知道经济能否继续以这样的速度增长。现在看来会的。”</blockquote></p><p> Do others agree? Below we have excerpted some analyst and strategist reactions to today's report.</p><p><blockquote>其他人同意吗？下面我们摘录了一些分析师和策略师对今天报告的反应。</blockquote></p><p> <b>Katherine Judge, CIBC Capital Markets:</b></p><p><blockquote><b>CIBC 资本市场 Katherine Judge：</b></blockquote></p><p>   <i>“With many states set to see the unemployment benefit top-ups expire in early September, healthy job gains should continue ahead, in line with elevated job openings. This print should be enough to allow the Fed to announce an early 2022 tapering of QE at the September meeting.”</i>  <b>Chris Turner, head of foreign exchange strategy at ING Bank:</b></p><p><blockquote><i>“由于许多州的失业救济金补贴将于 9 月初到期，健康的就业增长应与职位空缺的增加保持一致。这一数字应足以让美联储在 9 月份的会议上宣布在 2022 年初缩减量化宽松政策。”</i><b>荷兰国际集团银行外汇策略主管克里斯·特纳：</b></blockquote></p><p>   <i>The stronger-than-expected jobs report makes it more likely that Federal Reserve Chair Jerome Powell may “drop heavy hints” at the Jackson Hole Symposium later this month, that the central bank may prepare to start tapering over subsequent months. The data is positive for the dollar versus the low-yielders such as the yen and euro. Still, the outlook for the greenback “should not necessarily damage the risk environment....Unless U.S. 10 year yields spike aggressively, high yield EM currencies should see demand on dips”</i>  <b>Carl Riccadonna, Bloomberg Intelligence economist:</b></p><p><blockquote><i>强于预期的就业报告使得美联储主席杰罗姆-鲍威尔（Jerome Powell）更有可能在本月晚些时候的杰克逊霍尔研讨会上 “暗示”美联储可能准备在未来几个月开始缩减规模。该数据对美元兑日元和欧元等低收益货币有利。尽管如此，美元的前景“不一定会损害风险环境……除非美国 10 年期国债收益率大幅飙升，否则高收益新兴市场货币应该会在下跌时看到需求”。</i><b>彭博情报经济学家卡尔·里卡多纳：</b></blockquote></p><p>   <i>The jobs report is “sturdy, but not as strong as it looks.” In addition to the modest fade in the pace of private-sector hiring (703,000 in July vs. 769,000 in June), much of the July gain occurred in the tenuous leisure and hospitality sector -- and that could easily reverse due to Covid-19, he said. This already appears to be evident in metrics such as OpenTable bookings. “So if we look at private-sector hiring outside of leisure and hospitality, today’s reported gain was 323,000, a bit slower than the prior month’s 375,000.</i>  <i><b>This tells us that underlying economic momentum is steady-state, not accelerating.”</b></i>  <b><i>Neil Dutta, economist at Renaissance Macro</i></b>:</p><p><blockquote><i>就业报告 “稳健，但并不像看起来那么强劲”。他说，除了私营部门招聘速度略有放缓（7 月份为 703,000 人，6 月份为 769,000 人）之外，7 月份的大部分增长都发生在脆弱的休闲和酒店业，而且由于 Covid-19，这种情况很容易逆转。这在OpenTable预订等指标中似乎已经很明显了。“因此，如果我们看看休闲和酒店业以外的私营部门招聘情况，今天报告的增幅为 32.3 万人，略低于上月的 37.5 万人。</i><i><b>这告诉我们，潜在的经济动能是稳定的，而不是加速的。”</b></i><b><i>Neil Dutta，Renaissance Macro 经济学家</i></b>:</blockquote></p><p>   <i>The FOMC could upgrade its language in the September statement to say that the economy is “on track for substantial further progress,” which would lead to a declaration of achievement of substantial further progress in “November at the earliest.”&nbsp; Tapering, in that event, could begin as early as December.</i>  <b>JJ Kinahan, chief market strategist at TD Ameritrade:</b></p><p><blockquote><i>联邦公开市场委员会可能会在 9 月份的声明中升级措辞，称经济 “有望取得实质性进一步进展”，这将导致 “最早在 11 月 ”宣布取得实质性进一步进展。在这种情况下，缩减规模最早可能在 12 月开始。</i><b>德美利证券首席市场策略师 JJ Kinahan：</b></blockquote></p><p>   <i>“It’s a great number, there’s no way around that, it really is an impressive number. But I think if we didn’t have this new delta variant coming up, the conversation we’d be having is, is this inflationary, does this mean we’ll go into a taper, etc. But because of the delta variant, until we know a little bit more about that, I think it throws a different wrench in there, where we’re like, OK, now we’re in wait-and-see mode there. Great to see that the jobs are progressing and the economy is progressing -- hopefully by the next jobs report we’ll know if the economy can keep progressing at this pace. Right now it looks like it will.”</i>  <b>Roberto Perli, head of global policy research at Cornerstone Macro:</b></p><p><blockquote><i>“这是一个很棒的数字，这是无法回避的，这真的是一个令人印象深刻的数字。但我认为，如果我们没有新的德尔塔变异毒株，我们会讨论的话题是，这是否会导致通货膨胀，这是否意味着我们将进入缩减通货膨胀等等。但由于德尔塔变异毒株，在我们对此有更多了解之前，我认为它会给我们带来不同的压力，我们会说，好吧，现在我们处于观望模式。很高兴看到就业和经济都在发展--希望在下一份就业报告中，我们就能知道经济能否继续以这样的速度发展。现在看来会的。”</i><b>Cornerstone Macro 全球政策研究主管 Roberto Perli：</b></blockquote></p><p>   <i>“The Fed will have one more employment report before the September meeting. Assuming it will be good as well, a plausible base case is for the FOMC to say at the September meeting that the labor market continued to make good progress, and if the progress continues at the recent pace the committee will be in a position to start tapering its asset purchases over the next few months.&nbsp; That would put the onset of tapering in late December or early January.“So bottom line I think the timeline remains the same.&nbsp; It would be hard to start tapering in September because it would go against both the ‘coming meetings’ (plural) language in the July statement and the notion that the FOMC would provide ample notice before actually starting tapering.”</i> </p><p><blockquote><i>“美联储将在9月会议前再发布一份就业报告。假设情况也不错，那么一个合理的基本情况是，联邦公开市场委员会在 9 月份的会议上表示，劳动力市场继续取得良好进展，如果进展继续以最近的速度进行，委员会将能够在未来几个月内开始缩减资产购买规模。这将使缩减资产购买规模的开始时间在 12 月底或 1 月初。“因此，我认为时间表保持不变。9 月份开始缩减资产规模很难，因为这既违背了 7 月份声明中'即将召开会议'（复数）的措辞，也违背了联邦公开市场委员会在实际开始缩减资产规模之前会提供充分通知的理念。”</i></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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Great to see that the jobs are progressing and the economy is progressing -- hopefully by the next jobs report we’ll know if the economy can keep progressing at this pace. Right now it looks like it will.”</p><p><blockquote>然而，还有一个潜在的障碍：三角洲的激增以及随之而来的限制和/或封锁： 正如德美利证券（TD Ameritrade）的 JJ Kinahan 所说：“由于德尔塔变异毒株，在我们对此有更多了解之前，我认为它会给我们带来不同的压力，我们会说，好吧，现在我们处于观望模式。很高兴看到就业岗位和经济都在增长--希望在下一份就业报告中，我们就能知道经济能否继续以这样的速度增长。现在看来会的。”</blockquote></p><p> Do others agree? Below we have excerpted some analyst and strategist reactions to today's report.</p><p><blockquote>其他人同意吗？下面我们摘录了一些分析师和策略师对今天报告的反应。</blockquote></p><p> <b>Katherine Judge, CIBC Capital Markets:</b></p><p><blockquote><b>CIBC 资本市场 Katherine Judge：</b></blockquote></p><p>   <i>“With many states set to see the unemployment benefit top-ups expire in early September, healthy job gains should continue ahead, in line with elevated job openings. This print should be enough to allow the Fed to announce an early 2022 tapering of QE at the September meeting.”</i>  <b>Chris Turner, head of foreign exchange strategy at ING Bank:</b></p><p><blockquote><i>“由于许多州的失业救济金补贴将于 9 月初到期，健康的就业增长应与职位空缺的增加保持一致。这一数字应足以让美联储在 9 月份的会议上宣布在 2022 年初缩减量化宽松政策。”</i><b>荷兰国际集团银行外汇策略主管克里斯·特纳：</b></blockquote></p><p>   <i>The stronger-than-expected jobs report makes it more likely that Federal Reserve Chair Jerome Powell may “drop heavy hints” at the Jackson Hole Symposium later this month, that the central bank may prepare to start tapering over subsequent months. The data is positive for the dollar versus the low-yielders such as the yen and euro. Still, the outlook for the greenback “should not necessarily damage the risk environment....Unless U.S. 10 year yields spike aggressively, high yield EM currencies should see demand on dips”</i>  <b>Carl Riccadonna, Bloomberg Intelligence economist:</b></p><p><blockquote><i>强于预期的就业报告使得美联储主席杰罗姆-鲍威尔（Jerome Powell）更有可能在本月晚些时候的杰克逊霍尔研讨会上 “暗示”美联储可能准备在未来几个月开始缩减规模。该数据对美元兑日元和欧元等低收益货币有利。尽管如此，美元的前景“不一定会损害风险环境……除非美国 10 年期国债收益率大幅飙升，否则高收益新兴市场货币应该会在下跌时看到需求”。</i><b>彭博情报经济学家卡尔·里卡多纳：</b></blockquote></p><p>   <i>The jobs report is “sturdy, but not as strong as it looks.” In addition to the modest fade in the pace of private-sector hiring (703,000 in July vs. 769,000 in June), much of the July gain occurred in the tenuous leisure and hospitality sector -- and that could easily reverse due to Covid-19, he said. This already appears to be evident in metrics such as OpenTable bookings. “So if we look at private-sector hiring outside of leisure and hospitality, today’s reported gain was 323,000, a bit slower than the prior month’s 375,000.</i>  <i><b>This tells us that underlying economic momentum is steady-state, not accelerating.”</b></i>  <b><i>Neil Dutta, economist at Renaissance Macro</i></b>:</p><p><blockquote><i>就业报告 “稳健，但并不像看起来那么强劲”。他说，除了私营部门招聘速度略有放缓（7 月份为 703,000 人，6 月份为 769,000 人）之外，7 月份的大部分增长都发生在脆弱的休闲和酒店业，而且由于 Covid-19，这种情况很容易逆转。这在OpenTable预订等指标中似乎已经很明显了。“因此，如果我们看看休闲和酒店业以外的私营部门招聘情况，今天报告的增幅为 32.3 万人，略低于上月的 37.5 万人。</i><i><b>这告诉我们，潜在的经济动能是稳定的，而不是加速的。”</b></i><b><i>Neil Dutta，Renaissance Macro 经济学家</i></b>:</blockquote></p><p>   <i>The FOMC could upgrade its language in the September statement to say that the economy is “on track for substantial further progress,” which would lead to a declaration of achievement of substantial further progress in “November at the earliest.”&nbsp; Tapering, in that event, could begin as early as December.</i>  <b>JJ Kinahan, chief market strategist at TD Ameritrade:</b></p><p><blockquote><i>联邦公开市场委员会可能会在 9 月份的声明中升级措辞，称经济 “有望取得实质性进一步进展”，这将导致 “最早在 11 月 ”宣布取得实质性进一步进展。在这种情况下，缩减规模最早可能在 12 月开始。</i><b>德美利证券首席市场策略师 JJ Kinahan：</b></blockquote></p><p>   <i>“It’s a great number, there’s no way around that, it really is an impressive number. But I think if we didn’t have this new delta variant coming up, the conversation we’d be having is, is this inflationary, does this mean we’ll go into a taper, etc. But because of the delta variant, until we know a little bit more about that, I think it throws a different wrench in there, where we’re like, OK, now we’re in wait-and-see mode there. Great to see that the jobs are progressing and the economy is progressing -- hopefully by the next jobs report we’ll know if the economy can keep progressing at this pace. Right now it looks like it will.”</i>  <b>Roberto Perli, head of global policy research at Cornerstone Macro:</b></p><p><blockquote><i>“这是一个很棒的数字，这是无法回避的，这真的是一个令人印象深刻的数字。但我认为，如果我们没有新的德尔塔变异毒株，我们会讨论的话题是，这是否会导致通货膨胀，这是否意味着我们将进入缩减通货膨胀等等。但由于德尔塔变异毒株，在我们对此有更多了解之前，我认为它会给我们带来不同的压力，我们会说，好吧，现在我们处于观望模式。很高兴看到就业和经济都在发展--希望在下一份就业报告中，我们就能知道经济能否继续以这样的速度发展。现在看来会的。”</i><b>Cornerstone Macro 全球政策研究主管 Roberto Perli：</b></blockquote></p><p>   <i>“The Fed will have one more employment report before the September meeting. Assuming it will be good as well, a plausible base case is for the FOMC to say at the September meeting that the labor market continued to make good progress, and if the progress continues at the recent pace the committee will be in a position to start tapering its asset purchases over the next few months.&nbsp; That would put the onset of tapering in late December or early January.“So bottom line I think the timeline remains the same.&nbsp; It would be hard to start tapering in September because it would go against both the ‘coming meetings’ (plural) language in the July statement and the notion that the FOMC would provide ample notice before actually starting tapering.”</i> </p><p><blockquote><i>“美联储将在9月会议前再发布一份就业报告。假设情况也不错，那么一个合理的基本情况是，联邦公开市场委员会在 9 月份的会议上表示，劳动力市场继续取得良好进展，如果进展继续以最近的速度进行，委员会将能够在未来几个月内开始缩减资产购买规模。这将使缩减资产购买规模的开始时间在 12 月底或 1 月初。“因此，我认为时间表保持不变。9 月份开始缩减资产规模很难，因为这既违背了 7 月份声明中'即将召开会议'（复数）的措辞，也违背了联邦公开市场委员会在实际开始缩减资产规模之前会提供充分通知的理念。”</i></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/enough-tapering-start-wall-street-reacts-blockbuster-jobs-report\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/enough-tapering-start-wall-street-reacts-blockbuster-jobs-report","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145298738","content_text":"With the jobs report coming in at just shy of 1 million jobs on the establishment survey (and just over 1 million on the Household survey), with strong job creation, a big drop in unemployment rate, higher employment-to-population, rising wages and hours worked, and favorable revisions, consensus - at least judging by the market reaction - is that we have entered the \"substantial progress\" phase, greenlighting a tapering signal by the Fed at the end of the month during the Jackson Hole symposium.\nAnd yet there is one potential hurdle: the Delta surge and ensuing restrictions and/or lockdowns: as TD Ameritrade's JJ Kinahan says, \"because of the delta variant, until we know a little bit more about that, I think it throws a different wrench in there, where we’re like, OK, now we’re in wait-and-see mode there. Great to see that the jobs are progressing and the economy is progressing -- hopefully by the next jobs report we’ll know if the economy can keep progressing at this pace. Right now it looks like it will.”\nDo others agree? Below we have excerpted some analyst and strategist reactions to today's report.\nKatherine Judge, CIBC Capital Markets:\n\n“With many states set to see the unemployment benefit top-ups expire in early September, healthy job gains should continue ahead, in line with elevated job openings. This print should be enough to allow the Fed to announce an early 2022 tapering of QE at the September meeting.”\n\nChris Turner, head of foreign exchange strategy at ING Bank:\n\nThe stronger-than-expected jobs report makes it more likely that Federal Reserve Chair Jerome Powell may “drop heavy hints” at the Jackson Hole Symposium later this month, that the central bank may prepare to start tapering over subsequent months. The data is positive for the dollar versus the low-yielders such as the yen and euro. Still, the outlook for the greenback “should not necessarily damage the risk environment....Unless U.S. 10 year yields spike aggressively, high yield EM currencies should see demand on dips”\n\nCarl Riccadonna, Bloomberg Intelligence economist:\n\nThe jobs report is “sturdy, but not as strong as it looks.” In addition to the modest fade in the pace of private-sector hiring (703,000 in July vs. 769,000 in June), much of the July gain occurred in the tenuous leisure and hospitality sector -- and that could easily reverse due to Covid-19, he said. This already appears to be evident in metrics such as OpenTable bookings. “So if we look at private-sector hiring outside of leisure and hospitality, today’s reported gain was 323,000, a bit slower than the prior month’s 375,000.\nThis tells us that underlying economic momentum is steady-state, not accelerating.”\n\nNeil Dutta, economist at Renaissance Macro:\n\nThe FOMC could upgrade its language in the September statement to say that the economy is “on track for substantial further progress,” which would lead to a declaration of achievement of substantial further progress in “November at the earliest.”  Tapering, in that event, could begin as early as December.\n\nJJ Kinahan, chief market strategist at TD Ameritrade:\n\n“It’s a great number, there’s no way around that, it really is an impressive number. But I think if we didn’t have this new delta variant coming up, the conversation we’d be having is, is this inflationary, does this mean we’ll go into a taper, etc. But because of the delta variant, until we know a little bit more about that, I think it throws a different wrench in there, where we’re like, OK, now we’re in wait-and-see mode there. Great to see that the jobs are progressing and the economy is progressing -- hopefully by the next jobs report we’ll know if the economy can keep progressing at this pace. Right now it looks like it will.”\n\nRoberto Perli, head of global policy research at Cornerstone Macro:\n\n“The Fed will have one more employment report before the September meeting. Assuming it will be good as well, a plausible base case is for the FOMC to say at the September meeting that the labor market continued to make good progress, and if the progress continues at the recent pace the committee will be in a position to start tapering its asset purchases over the next few months.  That would put the onset of tapering in late December or early January.“So bottom line I think the timeline remains the same.  It would be hard to start tapering in September because it would go against both the ‘coming meetings’ (plural) language in the July statement and the notion that the FOMC would provide ample notice before actually starting tapering.”","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,"SPY":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893654461,"gmtCreate":1628260962753,"gmtModify":1631888713230,"author":{"id":"3575867013914101","authorId":"3575867013914101","name":"BpchuA","avatar":"https://static.tigerbbs.com/dd3500e66cc249b4480fcc30d7cd6409","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575867013914101","authorIdStr":"3575867013914101"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893654461","repostId":"1110501028","repostType":4,"repost":{"id":"1110501028","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":1628260468,"share":"https://www.laohunote.com/m/news/1110501028?lang=zh_CN&edition=full","pubTime":"2021-08-06 22:34","market":"hk","language":"en","title":"Tencent sued by the Haidian District Procuratorate<blockquote>腾讯控股被海淀区检察院起诉</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1110501028","media":"Tiger Newspress","summary":"(Aug 6) Tencent sued by the Haidian District Procuratorate.","content":"<p>(Aug 6)&nbsp;Tencent sued by the Haidian District Procuratorate.</p><p><blockquote>（8月6日）腾讯控股被海淀区检察院起诉。</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>Tencent sued by the Haidian District Procuratorate<blockquote>腾讯控股被海淀区检察院起诉</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\">\nTencent sued by the Haidian District Procuratorate<blockquote>腾讯控股被海淀区检察院起诉</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\">2021-08-06 22:34</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Aug 6)&nbsp;Tencent sued by the Haidian District Procuratorate.</p><p><blockquote>（8月6日）腾讯控股被海淀区检察院起诉。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00700":"腾讯控股","TCEHY":"腾讯控股ADR"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110501028","content_text":"(Aug 6) Tencent sued by the Haidian District Procuratorate.","news_type":1,"symbols_score_info":{"TCEHY":0.9,"00700":0.9}},"isVote":1,"tweetType":1,"viewCount":2341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893654617,"gmtCreate":1628260951639,"gmtModify":1631888713239,"author":{"id":"3575867013914101","authorId":"3575867013914101","name":"BpchuA","avatar":"https://static.tigerbbs.com/dd3500e66cc249b4480fcc30d7cd6409","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575867013914101","authorIdStr":"3575867013914101"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/893654617","repostId":"1155656235","repostType":4,"repost":{"id":"1155656235","kind":"news","pubTimestamp":1628227304,"share":"https://www.laohunote.com/m/news/1155656235?lang=zh_CN&edition=full","pubTime":"2021-08-06 13:21","market":"us","language":"en","title":"20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的 20 只云股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155656235","media":"MarketWatch","summary":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales ","content":"<p>Cloud ETFs are close to record highs, propelled by a rally in the sector</p><p><blockquote>在行业反弹的推动下，云 ETF 接近历史新高</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78101d8010e186fe4df59b2ef82b5de6\" tg-width=\"700\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Analysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)</span></p><p><blockquote><p class=\"t-img-caption\"><span>分析师预计提供云服务的公司未来销售额将实现强劲增长。（盖蒂图片社/iStockphoto）</span></p></blockquote></p><p> U.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.</p><p><blockquote>尽管来自中国大陆的传言和德尔塔变异毒株感染人数激增，美国投资者仍然看好。</blockquote></p><p> Cloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.</p><p><blockquote>云公司——那些处于通过互联网将计算能力转变为分布式模型的最前沿的公司——预计将在未来几年快速增长，覆盖该领域的五大交易所交易基金中有四家接近创下历史新高。</blockquote></p><p> Below is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.</p><p><blockquote>下面是这些 ETF 持有的股票屏幕，显示了预计到 2023 年销售额增幅最大的股票。在一个有许多参与者处于相对早期阶段的行业中，销售额的增长而不是盈利的增长可能是股价的最佳驱动因素。</blockquote></p><p> To begin the screen, we looked at the five largest cloud ETFs:</p><p><blockquote>为了开始屏幕，我们查看了五个最大的云 ETF：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36209ce827d95e822cad5128be8b146a\" tg-width=\"933\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> ETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.</p><p><blockquote>ETF 可能是您采取广泛方法长期参与云革命的最佳方式。如果您对任何 ETF 感兴趣，您应该查看基金经理的网站。</blockquote></p><p> Here’s a comparison of total returns through Aug. 4, along with those for the SPDR S&amp;P 500 ETF&nbsp;and the Invesco QQQ Trust&nbsp;(which tracks the Nasdaq-100 Index) for comparison:</p><p><blockquote>以下是截至 8 月 4 日的总回报率对比，以及 SPDR 标普500 ETF 和景顺 QQQ 信托基金（追踪纳斯达克 100 指数）的总回报率对比：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/242f135b3c7cca3cbaae3ee574023c1f\" tg-width=\"942\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> The ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF&nbsp;is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.</p><p><blockquote>ETF 的方法各不相同。例如，方舟下一代互联网ETF是唯一一只主动管理的。其他人跟踪索引。根据ARK Invest 8月5日发布的信息，它也是唯一一家持有特斯拉公司股票的公司，该公司占该投资组合的10.65%。特斯拉是一家电动汽车制造商，但它也可以被视为一家云公司，因为它不断通过互联网分发软件更新，并提供其他基于云的服务。</blockquote></p><p> Another holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.</p><p><blockquote>在五只云 ETF 中，ARKW 的另一个独特持股是华特迪士尼公司（Walt Disney Co.），该公司通过其 Disney+ 流媒体服务无疑是一家重要的云公司，尽管该公司没有直接说明其销售额中有多少来自这一快速增长的领域。</blockquote></p><p> As part of its description of ARKW, FactSet says the following:</p><p><blockquote>FactSet 对 ARKW 描述的一部分如下：</blockquote></p><p> <i>“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”</i></p><p><blockquote><i>“从广义上讲，ARKW 的管理者似乎专注于物联网、云计算、数字货币和可穿戴技术等热门词汇。虽然该基金的重点可能是吸引对这些新技术充满信心的投资者，但投资组合的实施却是一项更加艰巨的任务： 大多数开发这些进步的公司都是大公司，新兴技术只占总收入的一小部分。因此，要获得 ARKW 的目标技术的纯粹权限是非常困难的--因此，一定要确认该基金的持有量--而不仅仅是其论点--与您对该领域的看法相一致。</i></blockquote></p><p> <b>Cloud-stock screen</b></p><p><blockquote><b>云库存屏幕</b></blockquote></p><p> Together, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)</p><p><blockquote>上面列出的五只云ETF总共持有147只股票。为了预测 2023 年的销售增长，我们使用 2020 年日历销售预测作为基线，然后查看 FactSet 调查的分析师对未来三年的共识预测（如果有）。(2020 年的数字是估计值，因为许多公司的财政年度与日历不符）。</blockquote></p><p> To make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.</p><p><blockquote>为了确保我们有一套可靠的估计，我们将小组范围限制在 FactSet 调查的至少五名分析师所涵盖的 126 家公司，这些公司提供了 2020 年至 2023 年的共识销售估计。</blockquote></p><p> Here are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:</p><p><blockquote>以下是预计到 2023 年销售额复合年增长率 (CAGR) 最高的 20 家公司：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/517a23591cde159fb889ab80abc4bcc6\" tg-width=\"934\" tg-height=\"765\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6af2cf5b5f9f0ce50f8f023ac7babc7f\" tg-width=\"935\" tg-height=\"717\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b88ebe72e09cb9ce3294269f0a4ae431\" tg-width=\"935\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> There are actually 21 stocks listed, including Zillow Group Inc.’s Class A&nbsp;and Class C&nbsp;shares.</p><p><blockquote>实际上有 21 只股票上市，包括 Zillow Group Inc. 的 A 类股票和 C 类股票。</blockquote></p><p> It is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.</p><p><blockquote>有趣的是，该名单以 ARKW 持有的股票为主。该基金对云公司有广泛的定义，也关注销售增长。</blockquote></p><p></p><p> Here are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.</p><p><blockquote>以下是基于未来 12 个月共识估计的当前远期市销率，以及当前市值与 2023 年预计销售额的比率和分析师对股票的意见摘要。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/19b9c4bf1d8b1abcfa76b7d008a47ad7\" tg-width=\"938\" tg-height=\"805\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/2ff191189c5d7d2f31698843734ca3cc\" tg-width=\"933\" tg-height=\"773\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9543489c4d52d3f1a69dfdcf170115\" tg-width=\"930\" tg-height=\"242\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> In comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.</p><p><blockquote>相比之下，SPDR标普500指数ETF的远期市销率为 2.8，2023 年预计市销率为 2.6。QQQ 目前的市盈率为 4.7，2023 年将下降至 4.3。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的 20 只云股票</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\">\n20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的 20 只云股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-06 13:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Cloud ETFs are close to record highs, propelled by a rally in the sector</p><p><blockquote>在行业反弹的推动下，云 ETF 接近历史新高</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78101d8010e186fe4df59b2ef82b5de6\" tg-width=\"700\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Analysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)</span></p><p><blockquote><p class=\"t-img-caption\"><span>分析师预计提供云服务的公司未来销售额将实现强劲增长。（盖蒂图片社/iStockphoto）</span></p></blockquote></p><p> U.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.</p><p><blockquote>尽管来自中国大陆的传言和德尔塔变异毒株感染人数激增，美国投资者仍然看好。</blockquote></p><p> Cloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.</p><p><blockquote>云公司——那些处于通过互联网将计算能力转变为分布式模型的最前沿的公司——预计将在未来几年快速增长，覆盖该领域的五大交易所交易基金中有四家接近创下历史新高。</blockquote></p><p> Below is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.</p><p><blockquote>下面是这些 ETF 持有的股票屏幕，显示了预计到 2023 年销售额增幅最大的股票。在一个有许多参与者处于相对早期阶段的行业中，销售额的增长而不是盈利的增长可能是股价的最佳驱动因素。</blockquote></p><p> To begin the screen, we looked at the five largest cloud ETFs:</p><p><blockquote>为了开始屏幕，我们查看了五个最大的云 ETF：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36209ce827d95e822cad5128be8b146a\" tg-width=\"933\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> ETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.</p><p><blockquote>ETF 可能是您采取广泛方法长期参与云革命的最佳方式。如果您对任何 ETF 感兴趣，您应该查看基金经理的网站。</blockquote></p><p> Here’s a comparison of total returns through Aug. 4, along with those for the SPDR S&amp;P 500 ETF&nbsp;and the Invesco QQQ Trust&nbsp;(which tracks the Nasdaq-100 Index) for comparison:</p><p><blockquote>以下是截至 8 月 4 日的总回报率对比，以及 SPDR 标普500 ETF 和景顺 QQQ 信托基金（追踪纳斯达克 100 指数）的总回报率对比：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/242f135b3c7cca3cbaae3ee574023c1f\" tg-width=\"942\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> The ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF&nbsp;is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.</p><p><blockquote>ETF 的方法各不相同。例如，方舟下一代互联网ETF是唯一一只主动管理的。其他人跟踪索引。根据ARK Invest 8月5日发布的信息，它也是唯一一家持有特斯拉公司股票的公司，该公司占该投资组合的10.65%。特斯拉是一家电动汽车制造商，但它也可以被视为一家云公司，因为它不断通过互联网分发软件更新，并提供其他基于云的服务。</blockquote></p><p> Another holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.</p><p><blockquote>在五只云 ETF 中，ARKW 的另一个独特持股是华特迪士尼公司（Walt Disney Co.），该公司通过其 Disney+ 流媒体服务无疑是一家重要的云公司，尽管该公司没有直接说明其销售额中有多少来自这一快速增长的领域。</blockquote></p><p> As part of its description of ARKW, FactSet says the following:</p><p><blockquote>FactSet 对 ARKW 描述的一部分如下：</blockquote></p><p> <i>“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”</i></p><p><blockquote><i>“从广义上讲，ARKW 的管理者似乎专注于物联网、云计算、数字货币和可穿戴技术等热门词汇。虽然该基金的重点可能是吸引对这些新技术充满信心的投资者，但投资组合的实施却是一项更加艰巨的任务： 大多数开发这些进步的公司都是大公司，新兴技术只占总收入的一小部分。因此，要获得 ARKW 的目标技术的纯粹权限是非常困难的--因此，一定要确认该基金的持有量--而不仅仅是其论点--与您对该领域的看法相一致。</i></blockquote></p><p> <b>Cloud-stock screen</b></p><p><blockquote><b>云库存屏幕</b></blockquote></p><p> Together, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)</p><p><blockquote>上面列出的五只云ETF总共持有147只股票。为了预测 2023 年的销售增长，我们使用 2020 年日历销售预测作为基线，然后查看 FactSet 调查的分析师对未来三年的共识预测（如果有）。(2020 年的数字是估计值，因为许多公司的财政年度与日历不符）。</blockquote></p><p> To make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.</p><p><blockquote>为了确保我们有一套可靠的估计，我们将小组范围限制在 FactSet 调查的至少五名分析师所涵盖的 126 家公司，这些公司提供了 2020 年至 2023 年的共识销售估计。</blockquote></p><p> Here are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:</p><p><blockquote>以下是预计到 2023 年销售额复合年增长率 (CAGR) 最高的 20 家公司：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/517a23591cde159fb889ab80abc4bcc6\" tg-width=\"934\" tg-height=\"765\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6af2cf5b5f9f0ce50f8f023ac7babc7f\" tg-width=\"935\" tg-height=\"717\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b88ebe72e09cb9ce3294269f0a4ae431\" tg-width=\"935\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> There are actually 21 stocks listed, including Zillow Group Inc.’s Class A&nbsp;and Class C&nbsp;shares.</p><p><blockquote>实际上有 21 只股票上市，包括 Zillow Group Inc. 的 A 类股票和 C 类股票。</blockquote></p><p> It is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.</p><p><blockquote>有趣的是，该名单以 ARKW 持有的股票为主。该基金对云公司有广泛的定义，也关注销售增长。</blockquote></p><p></p><p> Here are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.</p><p><blockquote>以下是基于未来 12 个月共识估计的当前远期市销率，以及当前市值与 2023 年预计销售额的比率和分析师对股票的意见摘要。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/19b9c4bf1d8b1abcfa76b7d008a47ad7\" tg-width=\"938\" tg-height=\"805\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/2ff191189c5d7d2f31698843734ca3cc\" tg-width=\"933\" tg-height=\"773\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9543489c4d52d3f1a69dfdcf170115\" tg-width=\"930\" tg-height=\"242\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> In comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.</p><p><blockquote>相比之下，SPDR标普500指数ETF的远期市销率为 2.8，2023 年预计市销率为 2.6。QQQ 目前的市盈率为 4.7，2023 年将下降至 4.3。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNAP":"Snap Inc","CRWD":"CrowdStrike Holdings, Inc.","ADYEY":"Adyen N.V.","TSLA":"特斯拉","COIN":"Coinbase Global, Inc.","KC":"金山云","ROKU":"Roku Inc","SHOP":"Shopify Inc","OKTA":"Okta Inc.","PDD":"拼多多","Z":"Zillow","DKNG":"DraftKings Inc.","VCYT":"Veracyte Inc","TDOC":"Teladoc Health Inc.","MELI":"MercadoLibre","ZG":"Zillow Class A","PINS":"Pinterest, Inc.","SE":"Sea Ltd"},"source_url":"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155656235","content_text":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)\nU.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.\nCloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.\nBelow is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.\nTo begin the screen, we looked at the five largest cloud ETFs:\nSource: FactSet\nETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.\nHere’s a comparison of total returns through Aug. 4, along with those for the SPDR S&P 500 ETF and the Invesco QQQ Trust (which tracks the Nasdaq-100 Index) for comparison:\nSource: FactSet\nThe ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.\nAnother holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.\nAs part of its description of ARKW, FactSet says the following:\n“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”\nCloud-stock screen\nTogether, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)\nTo make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.\nHere are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:\n\nSource: FactSet\nThere are actually 21 stocks listed, including Zillow Group Inc.’s Class A and Class C shares.\nIt is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.\nHere are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.\n\nSource: FactSet\nIn comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.","news_type":1,"symbols_score_info":{"PDD":0.9,"CRWD":0.9,"ROKU":0.9,"SKLZ":0.9,"LC":0.9,"PINS":0.9,"SQ":0.9,"KC":0.9,"VCYT":0.9,"TDOC":0.9,"SHOP":0.9,"ADYEY":0.9,"TSLA":0.9,"MELI":0.9,"SE":0.9,"OKTA":0.9,"DKNG":0.9,"ZG":0.9,"COIN":0.9,"Z":0.9,"SNAP":0.9}},"isVote":1,"tweetType":1,"viewCount":3377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801129147,"gmtCreate":1627488855889,"gmtModify":1631888713251,"author":{"id":"3575867013914101","authorId":"3575867013914101","name":"BpchuA","avatar":"https://static.tigerbbs.com/dd3500e66cc249b4480fcc30d7cd6409","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575867013914101","authorIdStr":"3575867013914101"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/801129147","repostId":"1134561674","repostType":4,"repost":{"id":"1134561674","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":1627487094,"share":"https://www.laohunote.com/m/news/1134561674?lang=zh_CN&edition=full","pubTime":"2021-07-28 23:44","market":"us","language":"en","title":"Bit Digital Popped nearly 50% to trigger fusing<blockquote>Bit Digital 暴涨近 50% 触发融合</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1134561674","media":"Tiger Newspress","summary":"Bit Digital Popped nearly 50% to trigger fusing in Wednesday morning trading.\n\nBit Digital, Inc. and","content":"<p>Bit Digital Popped nearly 50% to trigger fusing&nbsp;in Wednesday morning trading.</p><p><blockquote>Bit Digital 在周三早盘交易中上涨近 50%，引发融合。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b3b480bd525e488c041a9b1a6ac3e963\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Bit Digital, Inc. and Digihost Technology Inc. are pleased to announce that the Companies have entered into a second strategic co-mining agreement.&nbsp;Pursuant to the terms of the Agreement, Digihost will provide certain premises&nbsp;to Bit Digital for the operation of a 100 MW Bitcoin mining system&nbsp;to be delivered by Bit Digital for a term of two years.&nbsp;This expanded collaboration between Digihost and Bit Digital is expected to facilitate an additional increase in hashrate of approximately 2 EH between the companies, and a total increase in hashrate between the two companies of approximately 2.4 EH including the initial collaboration agreement that was previously announced onJune 10, 2021.</p><p><blockquote>Bit Digital，Inc.和Digihost Technology Inc.很高兴地宣布，两家公司已经签订了第二份战略联合采矿协议。根据协议条款，Digihost将向Bit Digital提供一定的场所，用于Bit Digital交付的100兆瓦比特币采矿系统的运营，为期两年。Digihost和Bit Digital之间的这种扩大合作预计将促进两家公司之间的算力额外增加约2 EH，两家公司之间的算力总增加约2.4 EH，包括之前于2021年6月10日宣布的初始合作协议。</blockquote></p><p> Under the terms of the Agreement, Digihost will provide power and management services for the operation of the Miners. In consideration for these services, after paying Digihost a competitive rate for power, Digihost and Bit Digital will participate in a profit-sharing arrangement based on a fixed distribution formula.&nbsp;It is expected that the Miners will be delivered and installed beginning inJanuary 2022.</p><p><blockquote>根据协议条款，Digihost 将为矿工的运营提供电力和管理服务。考虑到这些服务，在向Digihost支付有竞争力的电价后，Digihost和Bit Digital将参与基于固定分配公式的利润分享安排。预计矿机将于2022年1月开始交付和安装。</blockquote></p><p> Bryan Bullett, Bit Digital's CEO, stated: \"By signing this agreement,we believe that Bit Digital has secured power and hosting sufficient to complete the migration of our current fleet toNorth Americain full, and additional capacity to accommodate expected miner purchases. As previously announced, we anticipate significant purchase activity in the coming months, due to spot market dislocation inChinaand our unique access to that market. This agreement with Digihost secures a key component of activating this opportunity, and is expected to enable rapid deployment of newly purchased miners. We are delighted to build on our existing collaboration with Digihost, and look forward to continued successes together.\"</p><p><blockquote>Bit Digital 首席执行官 Bryan Bullett 表示：“通过签署该协议，我们相信 Bit Digital 已获得足够的电力和托管，以完成我们当前车队向北美的全面迁移，并拥有额外的容量来满足预期的矿商采购。正如之前宣布的，由于中国现货市场混乱以及我们进入该市场的独特机会，我们预计未来几个月将出现大量采购活动。与 Digihost 的这项协议确保了激活这一机会的关键组成部分，并有望实现新购买的矿机的快速部署。我们很高兴在与 Digihost 现有合作的基础上再接再厉，并期待共同取得成功。”</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>Bit Digital Popped nearly 50% to trigger fusing<blockquote>Bit Digital 暴涨近 50% 触发融合</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\">\nBit Digital Popped nearly 50% to trigger fusing<blockquote>Bit Digital 暴涨近 50% 触发融合</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\">2021-07-28 23:44</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Bit Digital Popped nearly 50% to trigger fusing&nbsp;in Wednesday morning trading.</p><p><blockquote>Bit Digital 在周三早盘交易中上涨近 50%，引发融合。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b3b480bd525e488c041a9b1a6ac3e963\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Bit Digital, Inc. and Digihost Technology Inc. are pleased to announce that the Companies have entered into a second strategic co-mining agreement.&nbsp;Pursuant to the terms of the Agreement, Digihost will provide certain premises&nbsp;to Bit Digital for the operation of a 100 MW Bitcoin mining system&nbsp;to be delivered by Bit Digital for a term of two years.&nbsp;This expanded collaboration between Digihost and Bit Digital is expected to facilitate an additional increase in hashrate of approximately 2 EH between the companies, and a total increase in hashrate between the two companies of approximately 2.4 EH including the initial collaboration agreement that was previously announced onJune 10, 2021.</p><p><blockquote>Bit Digital，Inc.和Digihost Technology Inc.很高兴地宣布，两家公司已经签订了第二份战略联合采矿协议。根据协议条款，Digihost将向Bit Digital提供一定的场所，用于Bit Digital交付的100兆瓦比特币采矿系统的运营，为期两年。Digihost和Bit Digital之间的这种扩大合作预计将促进两家公司之间的算力额外增加约2 EH，两家公司之间的算力总增加约2.4 EH，包括之前于2021年6月10日宣布的初始合作协议。</blockquote></p><p> Under the terms of the Agreement, Digihost will provide power and management services for the operation of the Miners. In consideration for these services, after paying Digihost a competitive rate for power, Digihost and Bit Digital will participate in a profit-sharing arrangement based on a fixed distribution formula.&nbsp;It is expected that the Miners will be delivered and installed beginning inJanuary 2022.</p><p><blockquote>根据协议条款，Digihost 将为矿工的运营提供电力和管理服务。考虑到这些服务，在向Digihost支付有竞争力的电价后，Digihost和Bit Digital将参与基于固定分配公式的利润分享安排。预计矿机将于2022年1月开始交付和安装。</blockquote></p><p> Bryan Bullett, Bit Digital's CEO, stated: \"By signing this agreement,we believe that Bit Digital has secured power and hosting sufficient to complete the migration of our current fleet toNorth Americain full, and additional capacity to accommodate expected miner purchases. As previously announced, we anticipate significant purchase activity in the coming months, due to spot market dislocation inChinaand our unique access to that market. This agreement with Digihost secures a key component of activating this opportunity, and is expected to enable rapid deployment of newly purchased miners. We are delighted to build on our existing collaboration with Digihost, and look forward to continued successes together.\"</p><p><blockquote>Bit Digital 首席执行官 Bryan Bullett 表示：“通过签署该协议，我们相信 Bit Digital 已获得足够的电力和托管，以完成我们当前车队向北美的全面迁移，并拥有额外的容量来满足预期的矿商采购。正如之前宣布的，由于中国现货市场混乱以及我们进入该市场的独特机会，我们预计未来几个月将出现大量采购活动。与 Digihost 的这项协议确保了激活这一机会的关键组成部分，并有望实现新购买的矿机的快速部署。我们很高兴在与 Digihost 现有合作的基础上再接再厉，并期待共同取得成功。”</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BTBT":"Bit Digital, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134561674","content_text":"Bit Digital Popped nearly 50% to trigger fusing in Wednesday morning trading.\n\nBit Digital, Inc. and Digihost Technology Inc. are pleased to announce that the Companies have entered into a second strategic co-mining agreement. Pursuant to the terms of the Agreement, Digihost will provide certain premises to Bit Digital for the operation of a 100 MW Bitcoin mining system to be delivered by Bit Digital for a term of two years. This expanded collaboration between Digihost and Bit Digital is expected to facilitate an additional increase in hashrate of approximately 2 EH between the companies, and a total increase in hashrate between the two companies of approximately 2.4 EH including the initial collaboration agreement that was previously announced onJune 10, 2021.\nUnder the terms of the Agreement, Digihost will provide power and management services for the operation of the Miners. In consideration for these services, after paying Digihost a competitive rate for power, Digihost and Bit Digital will participate in a profit-sharing arrangement based on a fixed distribution formula. It is expected that the Miners will be delivered and installed beginning inJanuary 2022.\nBryan Bullett, Bit Digital's CEO, stated: \"By signing this agreement,we believe that Bit Digital has secured power and hosting sufficient to complete the migration of our current fleet toNorth Americain full, and additional capacity to accommodate expected miner purchases. As previously announced, we anticipate significant purchase activity in the coming months, due to spot market dislocation inChinaand our unique access to that market. This agreement with Digihost secures a key component of activating this opportunity, and is expected to enable rapid deployment of newly purchased miners. We are delighted to build on our existing collaboration with Digihost, and look forward to continued successes together.\"","news_type":1,"symbols_score_info":{"BTBT":0.9}},"isVote":1,"tweetType":1,"viewCount":4082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177282880,"gmtCreate":1627224113940,"gmtModify":1631888713265,"author":{"id":"3575867013914101","authorId":"3575867013914101","name":"BpchuA","avatar":"https://static.tigerbbs.com/dd3500e66cc249b4480fcc30d7cd6409","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575867013914101","authorIdStr":"3575867013914101"},"themes":[],"title":"","htmlText":"Bwsh","listText":"Bwsh","text":"Bwsh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177282880","repostId":"2153350439","repostType":4,"isVote":1,"tweetType":1,"viewCount":3107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177282946,"gmtCreate":1627224084785,"gmtModify":1631888713277,"author":{"id":"3575867013914101","authorId":"3575867013914101","name":"BpchuA","avatar":"https://static.tigerbbs.com/dd3500e66cc249b4480fcc30d7cd6409","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575867013914101","authorIdStr":"3575867013914101"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177282946","repostId":"1153219140","repostType":4,"isVote":1,"tweetType":1,"viewCount":2085,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177286825,"gmtCreate":1627224014367,"gmtModify":1633767062110,"author":{"id":"3575867013914101","authorId":"3575867013914101","name":"BpchuA","avatar":"https://static.tigerbbs.com/dd3500e66cc249b4480fcc30d7cd6409","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575867013914101","authorIdStr":"3575867013914101"},"themes":[],"title":"","htmlText":"😎 thanks&nbsp;","listText":"😎 thanks&nbsp;","text":"😎 thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177286825","repostId":"1118041582","repostType":4,"repost":{"id":"1118041582","kind":"news","pubTimestamp":1627175995,"share":"https://www.laohunote.com/m/news/1118041582?lang=zh_CN&edition=full","pubTime":"2021-07-25 09:19","market":"us","language":"en","title":"US IPO Week Ahead: 17 IPOs are coming<blockquote>美国 IPO 未来一周：17 家 IPO 即将到来</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1118041582","media":"Renaissance Capital","summary":"After another week of record activity, the IPO market is expected to remain hot with 17 IPOs schedul","content":"<p>After another week of record activity, the IPO market is expected to remain hot with 17 IPOs scheduled for the week ahead.</p><p><blockquote>经过又一周创纪录的活动，IPO市场预计将保持火爆，未来一周将有17起IPO。</blockquote></p><p> Long-awaited retail brokerage&nbsp;<b>Robinhood Markets</b>(HOOD) plans to raise $2.2 billion at a $36.8 billion market cap. The company offers a no-commission retail brokerage platform with over 18 million MAUs. Despite triple-digit revenue growth in the 1Q21, the platform is dependent on trading volumes, and the recent retail trading boom may be unsustainable.</p><p><blockquote>期待已久的零售经纪业务<b>罗宾汉市场</b>（HOOD）计划以368亿美元的市值筹集22亿美元。该公司提供一个免佣金的零售经纪平台，拥有超过1800万MAU。尽管2021年第一季度的收入实现了三位数的增长，但该平台依赖于交易量，最近的零售交易热潮可能是不可持续的。</blockquote></p><p> Vehicle battery maker&nbsp;<b>Clarios International</b>(BTRY) plans to raise $1.7 billion at a $9.7 billion market cap. The company manufactures low-voltage vehicles batteries globally, stating that it has the number one market position in the Americas and EMEA. Profitable on an EBIT basis, Clarios saw revenue growth accelerate in the 1H FY21 after turning negative in the FY20 due to COVID.</p><p><blockquote>汽车电池制造商<b>克拉里奥斯国际</b>(BTRY) 计划以 97 亿美元的市值筹集 17 亿美元。该公司在全球范围内生产低压汽车电池，并表示其在美洲和欧洲、中东和非洲地区拥有第一大市场地位。按息税前利润计算，Clarios 在 2020 财年因新冠疫情而出现负增长后，在 2021 财年上半年收入增长加速。</blockquote></p><p> Altice’s ad-tech platform&nbsp;<b>Teads</b>(TEAD) plans to raise $751 million at a $4.6 billion market cap. Teads operates a cloud-based programmatic digital advertising platform for advertisers and publishers. Profitable with solid growth, Teads provides monetization services to about 3,100 publishers.</p><p><blockquote>Altice的广告技术平台<b>提德</b>(TEAD) 计划以 46 亿美元的市值筹集 7.51 亿美元。Teads为广告商和出版商运营一个基于云的程序化数字广告平台。Teads 盈利稳健，为约 3,100 家出版商提供货币化服务。</blockquote></p><p> Education software provider&nbsp;<b>PowerSchool Holdings</b>(PWSC) plans to raise $750 million at a $3.7 billion market cap. The company provides an education platform for teachers to manage classroom activities such as collecting work and grading assignments. Serving over 12,000 customers in over 90 countries globally, PowerSchool turned profitable on a net income basis in the 1Q21.</p><p><blockquote>教育软件提供商<b>PowerSchool控股</b>（PWSC）计划以37亿美元的市值筹集7.5亿美元。该公司为教师提供了一个教育平台，用于管理课堂活动，如收集作业和批改作业。PowerSchool为全球90多个国家的12,000多名客户提供服务，在2021年第一季度实现了净利润盈利。</blockquote></p><p> After withdrawing its IPO attempt in 2018,<b>Dole</b>(DOLE) plans to raise $559 million at a $2.0 billion market cap. This leading fruit and vegetable company offers over 300 products sourced from over 30 countries to over 80 countries globally. Slow growing and profitable, Dole's offering is being made in connection with its merger with Total Produce.</p><p><blockquote>在2018年撤回IPO尝试后，<b>下</b>（都乐）计划以 20 亿美元的市值筹集 5.59 亿美元。这家领先的水果和蔬菜公司提供来自全球30多个国家和80多个国家的300多种产品。都乐的发行增长缓慢且盈利，与其与道达尔农产品合并有关。</blockquote></p><p> Language learning platform&nbsp;<b>Duolingo</b>(DUOL) plans to raise $460 million at a $4.1 billion market cap. Duolingo provides an online platform for over 300 million users to learn over 30 new languages. Benefiting from a COVID-related boost in demand, Duolingo posted triple-digit growth in 2020.</p><p><blockquote>语言学习平台<b>多邻国</b>(DUOL) 计划以 41 亿美元的市值筹集 4.6 亿美元。多邻国为超过3亿用户提供了一个学习30多种新语言的在线平台。受益于新冠疫情相关的需求增长，多邻国在 2020 年实现了三位数的增长。</blockquote></p><p> <b>Traeger</b>(COOK) plans to raise $400 million at a $2.2 billion market cap. This company makes premium backyard wood pellet grills with a tech feature, allowing owners to program, monitor, and control their grill through the Traeger app. Traeger is a category leader of the wood pellet grill, growing revenue at a 28% CAGR from 2017 to 2020.</p><p><blockquote><b>携带者</b>（库克）计划以22亿美元的市值筹集4亿美元。这家公司生产具有技术功能的优质后院木质颗粒烤架，允许业主通过Traeger应用程序对他们的烤架进行编程、监控和控制。Traeger是木质颗粒烤架的类别领导者，从2017年到2020年，收入以28%的CAGR增长。</blockquote></p><p> Israeli anti-fraud firm&nbsp;<b>Riskified</b>(RSKD) plans to raise $333 million at a $3.1 billion market cap. This company provides e-commerce fraud protection for enterprises. Growing but unprofitable, Riskified saw its free cash flow swing positive in the 1Q21.</p><p><blockquote>以色列反欺诈公司<b>风险化</b>(RSKD) 计划以 31 亿美元的市值筹集 3.33 亿美元。这家公司为企业提供电子商务欺诈保护。Riskified 不断增长但无利可图，其自由现金流在2021年第一季度中呈正波动。</blockquote></p><p> Financial software provider&nbsp;<b>MeridianLink</b>(MLNK) plans to raise $300 million at a $2.1 billion market cap. MeridianLink offers a cloud-based digital lending and account opening platform for mid-market community banks and credit unions. Although business is cyclical, the company saw double-digit organic growth in the FY20 due to strong mortgage activity.</p><p><blockquote>财务软件提供商<b>子午线</b>(MLNK) 计划以 21 亿美元的市值筹集 3 亿美元。MeridianLink为中端市场社区银行和信用合作社提供基于云的数字贷款和开户平台。尽管业务具有周期性，但由于强劲的抵押贷款活动，该公司在 2020 财年实现了两位数的有机增长。</blockquote></p><p> Smart home integration system&nbsp;<b>Snap One Holdings</b>(SNPO) plans to raise $270 million at a $1.5 billion market cap. This company provides smart home technology products to over 16,000 professional integrators. Snap One has demonstrated solid growth and was profitable on an EBIT basis in the 1Q21.</p><p><blockquote>智能家居集成系统<b>Snap一号控股</b>(SNPO) 计划以 15 亿美元的市值筹集 2.7 亿美元。这家公司为超过16,000家专业集成商提供智能家居技术产品。Snap一号表现出稳健的增长，并在 2021 年第一季度按息税前利润计算实现盈利。</blockquote></p><p> Specialty funding solutions provider&nbsp;<b>Preston Hollow Community Capital</b>(PHCC) plans to raise $200 million at a $2.3 billion market cap. This company is a market leader in providing specialized impact financing solutions for projects of significant social and economic importance to local communities in the US. It serves a variety of areas, including infrastructure, education, healthcare, and housing.</p><p><blockquote>专业融资解决方案提供商<b>普雷斯顿霍洛社区资本</b>(PHCC) 计划以 23 亿美元的市值筹集 2 亿美元。该公司是为对美国当地社区具有重大社会和经济重要性的项目提供专业影响力融资解决方案的市场领导者。它服务于多个领域，包括基础设施、教育、医疗保健和住房。</blockquote></p><p> Vaccine biotech&nbsp;<b>Icosavax</b>(ICVX) plans to raise $150 million at a $590 million market cap. This clinical stage biotech is initially focused on developing vaccines against infectious respiratory diseases using its virus-like particle platform technology. Its most advanced candidate is currently in a Phase 1/2 trial for SARS-CoV-2.</p><p><blockquote>疫苗生物技术<b>伊科萨瓦克斯</b>(ICVX) 计划以 5.9 亿美元的市值筹集 1.5 亿美元。这家临床阶段的生物技术公司最初专注于使用其类似病毒的颗粒平台技术开发针对传染性呼吸道疾病的疫苗。其最先进的候选药物目前正处于新型冠状病毒的1/2期试验中。</blockquote></p><p> Cancer biotech&nbsp;<b>Candel Therapeutics</b>(CADL) plans to raise $85 million at a $398 million market cap. Candel's most advanced candidate is currently in a Phase 3 trial in combination with prodrug valacyclovir for newly diagnosed localized prostate cancer with an intermediate or high-risk for progression. The company expects to complete enrollment in the 3Q21 with a final data readout in 2024.</p><p><blockquote>癌症生物技术<b>坎德尔疗法</b>（CADL）计划以3.98亿美元的市值筹集8500万美元。Candel 最先进的候选药物目前正在与前药伐昔洛韦联合进行 3 期试验，用于治疗新诊断的局限性前列腺癌，具有中等或高风险进展。该公司预计将于 2024 年完成2021年第三季度的注册，并公布最终数据。</blockquote></p><p></p><p> Rare disease biotech&nbsp;<b>Rallybio</b>(RLYB) plans to raise $81 million at a $465 million market cap. This clinical stage biotech is developing antibody therapies for rare diseases. Its lead program is currently being evaluated to treat fetal and neonatal alloimmune thrombocytopenia in a Phase 1/2 trial.</p><p><blockquote>罕见病生物技术<b>拉力赛生物</b>（RLYB）计划以4.65亿美元的市值筹集8100万美元。这家临床阶段的生物技术公司正在开发针对罕见疾病的抗体疗法。目前正在评估其 lead 项目，以在 1/2 期试验中治疗胎儿和新生儿同种免疫性血小板减少症。</blockquote></p><p> <b>Ocean Biomedical</b>(OCEA) plans to raise $50 million at a $506 million market cap. The company is currently pursuing preclinical programs in oncology, fibrosis, infectious disease, and inflammation that have been licensed directly or indirectly from Brown University, Stanford University, and Rhode Island Hospital.</p><p><blockquote><b>海洋生物医学</b>（OCEA）计划以5.06亿美元的市值筹集5000万美元。该公司目前正在开展肿瘤学、纤维化、传染病和炎症方面的临床前项目，这些项目已获得布朗大学、斯坦福大学和罗德岛医院的直接或间接许可。</blockquote></p><p> After postponing in November 2020,<b>IN8bio</b>(INAB) plans to raise $44 million at a $215 million market cap. This Phase 1 biotech is developing allogeneic gamma-delta T cell therapies to treat solid tumors. Although gamma-delta T cells could potentially treat solid tumors, the company is very early stage and has dosed a limited number of patients.</p><p><blockquote>2020年11月延期后，<b>因8生物</b>（INAB）计划以2.15亿美元的市值筹集4400万美元。这家一期生物技术公司正在开发同种异体γ-δ T细胞疗法来治疗实体瘤。尽管 gamma-delta T 细胞有可能治疗实体瘤，但该公司仍处于非常早期的阶段，并且已为有限数量的患者注射了剂量。</blockquote></p><p> Female cancer biotech&nbsp;<b>Context Therapeutics</b>(CNTX) plans to raise $20 million at a $93 million market cap. Context is developing treatments for female cancers, such as breast, ovarian, and endometrial cancer. The company’s lead candidate is currently in Phase 2 trials for ovarian and endometrial cancer, with preliminary results expected in the 2H21 and the 1H22.</p><p><blockquote>女性癌症生物技术<b>背景疗法</b>(CNTX) 计划以 9300 万美元的市值筹集 2000 万美元。Context 正在开发治疗女性癌症的方法，例如乳腺癌、卵巢癌和子宫内膜癌。该公司的主要候选药物目前正在进行卵巢癌和子宫内膜癌的 2 期试验，预计 2H21 和 1H22 将有初步结果。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4b38a8af5f92621b2633830553616b5d\" tg-width=\"1271\" tg-height=\"702\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/5faec597a337345b21c846808295821d\" tg-width=\"1272\" tg-height=\"676\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/021cc62ff4eaabd0b6a7dee91fc0d63e\" tg-width=\"1270\" tg-height=\"483\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 7/22/2021, the Renaissance IPO Index was down 1.0% year-to-date, while the S&amp;P 500 was up 16.3%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 3.0% year-to-date, while the ACWX was up 8.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include EQT Partners and Smoore International.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至2021年7月22日，文艺复兴IPO指数年初至今下跌1.0%，而标普500上涨16.3%。Renaissance Capital 的 IPO ETF（纽约证券交易所股票代码：IPO）追踪该指数，持有量最大的 ETF 包括 Snowflake (SNOW) 和 Palantir Technologies (PLTR)。Renaissance International IPO 指数今年迄今下跌 3.0%，而 ACWX 指数上涨 8.1%。Renaissance Capital 的国际 IPO ETF（纽约证券交易所股票代码：IPOS）追踪该指数，持有的 ETF 包括 EQT Partners 和 Smoore International。</blockquote></p><p></p>","source":"lsy1603787993745","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: 17 IPOs are coming<blockquote>美国 IPO 未来一周：17 家 IPO 即将到来</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: 17 IPOs are coming<blockquote>美国 IPO 未来一周：17 家 IPO 即将到来</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Renaissance Capital</strong><span class=\"h-time small\">2021-07-25 09:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After another week of record activity, the IPO market is expected to remain hot with 17 IPOs scheduled for the week ahead.</p><p><blockquote>经过又一周创纪录的活动，IPO市场预计将保持火爆，未来一周将有17起IPO。</blockquote></p><p> Long-awaited retail brokerage&nbsp;<b>Robinhood Markets</b>(HOOD) plans to raise $2.2 billion at a $36.8 billion market cap. The company offers a no-commission retail brokerage platform with over 18 million MAUs. Despite triple-digit revenue growth in the 1Q21, the platform is dependent on trading volumes, and the recent retail trading boom may be unsustainable.</p><p><blockquote>期待已久的零售经纪业务<b>罗宾汉市场</b>（HOOD）计划以368亿美元的市值筹集22亿美元。该公司提供一个免佣金的零售经纪平台，拥有超过1800万MAU。尽管2021年第一季度的收入实现了三位数的增长，但该平台依赖于交易量，最近的零售交易热潮可能是不可持续的。</blockquote></p><p> Vehicle battery maker&nbsp;<b>Clarios International</b>(BTRY) plans to raise $1.7 billion at a $9.7 billion market cap. The company manufactures low-voltage vehicles batteries globally, stating that it has the number one market position in the Americas and EMEA. Profitable on an EBIT basis, Clarios saw revenue growth accelerate in the 1H FY21 after turning negative in the FY20 due to COVID.</p><p><blockquote>汽车电池制造商<b>克拉里奥斯国际</b>(BTRY) 计划以 97 亿美元的市值筹集 17 亿美元。该公司在全球范围内生产低压汽车电池，并表示其在美洲和欧洲、中东和非洲地区拥有第一大市场地位。按息税前利润计算，Clarios 在 2020 财年因新冠疫情而出现负增长后，在 2021 财年上半年收入增长加速。</blockquote></p><p> Altice’s ad-tech platform&nbsp;<b>Teads</b>(TEAD) plans to raise $751 million at a $4.6 billion market cap. Teads operates a cloud-based programmatic digital advertising platform for advertisers and publishers. Profitable with solid growth, Teads provides monetization services to about 3,100 publishers.</p><p><blockquote>Altice的广告技术平台<b>提德</b>(TEAD) 计划以 46 亿美元的市值筹集 7.51 亿美元。Teads为广告商和出版商运营一个基于云的程序化数字广告平台。Teads 盈利稳健，为约 3,100 家出版商提供货币化服务。</blockquote></p><p> Education software provider&nbsp;<b>PowerSchool Holdings</b>(PWSC) plans to raise $750 million at a $3.7 billion market cap. The company provides an education platform for teachers to manage classroom activities such as collecting work and grading assignments. Serving over 12,000 customers in over 90 countries globally, PowerSchool turned profitable on a net income basis in the 1Q21.</p><p><blockquote>教育软件提供商<b>PowerSchool控股</b>（PWSC）计划以37亿美元的市值筹集7.5亿美元。该公司为教师提供了一个教育平台，用于管理课堂活动，如收集作业和批改作业。PowerSchool为全球90多个国家的12,000多名客户提供服务，在2021年第一季度实现了净利润盈利。</blockquote></p><p> After withdrawing its IPO attempt in 2018,<b>Dole</b>(DOLE) plans to raise $559 million at a $2.0 billion market cap. This leading fruit and vegetable company offers over 300 products sourced from over 30 countries to over 80 countries globally. Slow growing and profitable, Dole's offering is being made in connection with its merger with Total Produce.</p><p><blockquote>在2018年撤回IPO尝试后，<b>下</b>（都乐）计划以 20 亿美元的市值筹集 5.59 亿美元。这家领先的水果和蔬菜公司提供来自全球30多个国家和80多个国家的300多种产品。都乐的发行增长缓慢且盈利，与其与道达尔农产品合并有关。</blockquote></p><p> Language learning platform&nbsp;<b>Duolingo</b>(DUOL) plans to raise $460 million at a $4.1 billion market cap. Duolingo provides an online platform for over 300 million users to learn over 30 new languages. Benefiting from a COVID-related boost in demand, Duolingo posted triple-digit growth in 2020.</p><p><blockquote>语言学习平台<b>多邻国</b>(DUOL) 计划以 41 亿美元的市值筹集 4.6 亿美元。多邻国为超过3亿用户提供了一个学习30多种新语言的在线平台。受益于新冠疫情相关的需求增长，多邻国在 2020 年实现了三位数的增长。</blockquote></p><p> <b>Traeger</b>(COOK) plans to raise $400 million at a $2.2 billion market cap. This company makes premium backyard wood pellet grills with a tech feature, allowing owners to program, monitor, and control their grill through the Traeger app. Traeger is a category leader of the wood pellet grill, growing revenue at a 28% CAGR from 2017 to 2020.</p><p><blockquote><b>携带者</b>（库克）计划以22亿美元的市值筹集4亿美元。这家公司生产具有技术功能的优质后院木质颗粒烤架，允许业主通过Traeger应用程序对他们的烤架进行编程、监控和控制。Traeger是木质颗粒烤架的类别领导者，从2017年到2020年，收入以28%的CAGR增长。</blockquote></p><p> Israeli anti-fraud firm&nbsp;<b>Riskified</b>(RSKD) plans to raise $333 million at a $3.1 billion market cap. This company provides e-commerce fraud protection for enterprises. Growing but unprofitable, Riskified saw its free cash flow swing positive in the 1Q21.</p><p><blockquote>以色列反欺诈公司<b>风险化</b>(RSKD) 计划以 31 亿美元的市值筹集 3.33 亿美元。这家公司为企业提供电子商务欺诈保护。Riskified 不断增长但无利可图，其自由现金流在2021年第一季度中呈正波动。</blockquote></p><p> Financial software provider&nbsp;<b>MeridianLink</b>(MLNK) plans to raise $300 million at a $2.1 billion market cap. MeridianLink offers a cloud-based digital lending and account opening platform for mid-market community banks and credit unions. Although business is cyclical, the company saw double-digit organic growth in the FY20 due to strong mortgage activity.</p><p><blockquote>财务软件提供商<b>子午线</b>(MLNK) 计划以 21 亿美元的市值筹集 3 亿美元。MeridianLink为中端市场社区银行和信用合作社提供基于云的数字贷款和开户平台。尽管业务具有周期性，但由于强劲的抵押贷款活动，该公司在 2020 财年实现了两位数的有机增长。</blockquote></p><p> Smart home integration system&nbsp;<b>Snap One Holdings</b>(SNPO) plans to raise $270 million at a $1.5 billion market cap. This company provides smart home technology products to over 16,000 professional integrators. Snap One has demonstrated solid growth and was profitable on an EBIT basis in the 1Q21.</p><p><blockquote>智能家居集成系统<b>Snap一号控股</b>(SNPO) 计划以 15 亿美元的市值筹集 2.7 亿美元。这家公司为超过16,000家专业集成商提供智能家居技术产品。Snap一号表现出稳健的增长，并在 2021 年第一季度按息税前利润计算实现盈利。</blockquote></p><p> Specialty funding solutions provider&nbsp;<b>Preston Hollow Community Capital</b>(PHCC) plans to raise $200 million at a $2.3 billion market cap. This company is a market leader in providing specialized impact financing solutions for projects of significant social and economic importance to local communities in the US. It serves a variety of areas, including infrastructure, education, healthcare, and housing.</p><p><blockquote>专业融资解决方案提供商<b>普雷斯顿霍洛社区资本</b>(PHCC) 计划以 23 亿美元的市值筹集 2 亿美元。该公司是为对美国当地社区具有重大社会和经济重要性的项目提供专业影响力融资解决方案的市场领导者。它服务于多个领域，包括基础设施、教育、医疗保健和住房。</blockquote></p><p> Vaccine biotech&nbsp;<b>Icosavax</b>(ICVX) plans to raise $150 million at a $590 million market cap. This clinical stage biotech is initially focused on developing vaccines against infectious respiratory diseases using its virus-like particle platform technology. Its most advanced candidate is currently in a Phase 1/2 trial for SARS-CoV-2.</p><p><blockquote>疫苗生物技术<b>伊科萨瓦克斯</b>(ICVX) 计划以 5.9 亿美元的市值筹集 1.5 亿美元。这家临床阶段的生物技术公司最初专注于使用其类似病毒的颗粒平台技术开发针对传染性呼吸道疾病的疫苗。其最先进的候选药物目前正处于新型冠状病毒的1/2期试验中。</blockquote></p><p> Cancer biotech&nbsp;<b>Candel Therapeutics</b>(CADL) plans to raise $85 million at a $398 million market cap. Candel's most advanced candidate is currently in a Phase 3 trial in combination with prodrug valacyclovir for newly diagnosed localized prostate cancer with an intermediate or high-risk for progression. The company expects to complete enrollment in the 3Q21 with a final data readout in 2024.</p><p><blockquote>癌症生物技术<b>坎德尔疗法</b>（CADL）计划以3.98亿美元的市值筹集8500万美元。Candel 最先进的候选药物目前正在与前药伐昔洛韦联合进行 3 期试验，用于治疗新诊断的局限性前列腺癌，具有中等或高风险进展。该公司预计将于 2024 年完成2021年第三季度的注册，并公布最终数据。</blockquote></p><p></p><p> Rare disease biotech&nbsp;<b>Rallybio</b>(RLYB) plans to raise $81 million at a $465 million market cap. This clinical stage biotech is developing antibody therapies for rare diseases. Its lead program is currently being evaluated to treat fetal and neonatal alloimmune thrombocytopenia in a Phase 1/2 trial.</p><p><blockquote>罕见病生物技术<b>拉力赛生物</b>（RLYB）计划以4.65亿美元的市值筹集8100万美元。这家临床阶段的生物技术公司正在开发针对罕见疾病的抗体疗法。目前正在评估其 lead 项目，以在 1/2 期试验中治疗胎儿和新生儿同种免疫性血小板减少症。</blockquote></p><p> <b>Ocean Biomedical</b>(OCEA) plans to raise $50 million at a $506 million market cap. The company is currently pursuing preclinical programs in oncology, fibrosis, infectious disease, and inflammation that have been licensed directly or indirectly from Brown University, Stanford University, and Rhode Island Hospital.</p><p><blockquote><b>海洋生物医学</b>（OCEA）计划以5.06亿美元的市值筹集5000万美元。该公司目前正在开展肿瘤学、纤维化、传染病和炎症方面的临床前项目，这些项目已获得布朗大学、斯坦福大学和罗德岛医院的直接或间接许可。</blockquote></p><p> After postponing in November 2020,<b>IN8bio</b>(INAB) plans to raise $44 million at a $215 million market cap. This Phase 1 biotech is developing allogeneic gamma-delta T cell therapies to treat solid tumors. Although gamma-delta T cells could potentially treat solid tumors, the company is very early stage and has dosed a limited number of patients.</p><p><blockquote>2020年11月延期后，<b>因8生物</b>（INAB）计划以2.15亿美元的市值筹集4400万美元。这家一期生物技术公司正在开发同种异体γ-δ T细胞疗法来治疗实体瘤。尽管 gamma-delta T 细胞有可能治疗实体瘤，但该公司仍处于非常早期的阶段，并且已为有限数量的患者注射了剂量。</blockquote></p><p> Female cancer biotech&nbsp;<b>Context Therapeutics</b>(CNTX) plans to raise $20 million at a $93 million market cap. Context is developing treatments for female cancers, such as breast, ovarian, and endometrial cancer. The company’s lead candidate is currently in Phase 2 trials for ovarian and endometrial cancer, with preliminary results expected in the 2H21 and the 1H22.</p><p><blockquote>女性癌症生物技术<b>背景疗法</b>(CNTX) 计划以 9300 万美元的市值筹集 2000 万美元。Context 正在开发治疗女性癌症的方法，例如乳腺癌、卵巢癌和子宫内膜癌。该公司的主要候选药物目前正在进行卵巢癌和子宫内膜癌的 2 期试验，预计 2H21 和 1H22 将有初步结果。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4b38a8af5f92621b2633830553616b5d\" tg-width=\"1271\" tg-height=\"702\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/5faec597a337345b21c846808295821d\" tg-width=\"1272\" tg-height=\"676\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/021cc62ff4eaabd0b6a7dee91fc0d63e\" tg-width=\"1270\" tg-height=\"483\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 7/22/2021, the Renaissance IPO Index was down 1.0% year-to-date, while the S&amp;P 500 was up 16.3%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 3.0% year-to-date, while the ACWX was up 8.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include EQT Partners and Smoore International.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至2021年7月22日，文艺复兴IPO指数年初至今下跌1.0%，而标普500上涨16.3%。Renaissance Capital 的 IPO ETF（纽约证券交易所股票代码：IPO）追踪该指数，持有量最大的 ETF 包括 Snowflake (SNOW) 和 Palantir Technologies (PLTR)。Renaissance International IPO 指数今年迄今下跌 3.0%，而 ACWX 指数上涨 8.1%。Renaissance Capital 的国际 IPO ETF（纽约证券交易所股票代码：IPOS）追踪该指数，持有的 ETF 包括 EQT Partners 和 Smoore International。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/84600/US-IPO-Week-Ahead-Robinhood%E2%80%99s-billion-dollar-deal-headlines-a-17-IPO-week\">Renaissance Capital</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":{"RLYB":"Rallybio Corp.","INAB":"IN8bio, Inc.","HOOD":"Robinhood","CADLF":"CADELER AS","PWSC":"PowerSchool Holdings, Inc.",".IXIC":"NASDAQ Composite","DOLE":"都乐食品",".DJI":"道琼斯","FEOVF":"Oceanic Iron Ore Corp.","DUOL":"多邻国","TEAD":"Teads Holding","SNPO":"Snap One Holdings Corp.","MLNK":"MeridianLink, Inc. (ex-Project Angel Parent, LLC)",".SPX":"S&P 500 Index","RSKD":"Riskified Ltd.","CNTX":"Context Therapeutics Inc.","COOK":"Traeger Inc. (TGPX Holdings I LLC)"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/84600/US-IPO-Week-Ahead-Robinhood%E2%80%99s-billion-dollar-deal-headlines-a-17-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118041582","content_text":"After another week of record activity, the IPO market is expected to remain hot with 17 IPOs scheduled for the week ahead.\nLong-awaited retail brokerage Robinhood Markets(HOOD) plans to raise $2.2 billion at a $36.8 billion market cap. The company offers a no-commission retail brokerage platform with over 18 million MAUs. Despite triple-digit revenue growth in the 1Q21, the platform is dependent on trading volumes, and the recent retail trading boom may be unsustainable.\nVehicle battery maker Clarios International(BTRY) plans to raise $1.7 billion at a $9.7 billion market cap. The company manufactures low-voltage vehicles batteries globally, stating that it has the number one market position in the Americas and EMEA. Profitable on an EBIT basis, Clarios saw revenue growth accelerate in the 1H FY21 after turning negative in the FY20 due to COVID.\nAltice’s ad-tech platform Teads(TEAD) plans to raise $751 million at a $4.6 billion market cap. Teads operates a cloud-based programmatic digital advertising platform for advertisers and publishers. Profitable with solid growth, Teads provides monetization services to about 3,100 publishers.\nEducation software provider PowerSchool Holdings(PWSC) plans to raise $750 million at a $3.7 billion market cap. The company provides an education platform for teachers to manage classroom activities such as collecting work and grading assignments. Serving over 12,000 customers in over 90 countries globally, PowerSchool turned profitable on a net income basis in the 1Q21.\nAfter withdrawing its IPO attempt in 2018,Dole(DOLE) plans to raise $559 million at a $2.0 billion market cap. This leading fruit and vegetable company offers over 300 products sourced from over 30 countries to over 80 countries globally. Slow growing and profitable, Dole's offering is being made in connection with its merger with Total Produce.\nLanguage learning platform Duolingo(DUOL) plans to raise $460 million at a $4.1 billion market cap. Duolingo provides an online platform for over 300 million users to learn over 30 new languages. Benefiting from a COVID-related boost in demand, Duolingo posted triple-digit growth in 2020.\nTraeger(COOK) plans to raise $400 million at a $2.2 billion market cap. This company makes premium backyard wood pellet grills with a tech feature, allowing owners to program, monitor, and control their grill through the Traeger app. Traeger is a category leader of the wood pellet grill, growing revenue at a 28% CAGR from 2017 to 2020.\nIsraeli anti-fraud firm Riskified(RSKD) plans to raise $333 million at a $3.1 billion market cap. This company provides e-commerce fraud protection for enterprises. Growing but unprofitable, Riskified saw its free cash flow swing positive in the 1Q21.\nFinancial software provider MeridianLink(MLNK) plans to raise $300 million at a $2.1 billion market cap. MeridianLink offers a cloud-based digital lending and account opening platform for mid-market community banks and credit unions. Although business is cyclical, the company saw double-digit organic growth in the FY20 due to strong mortgage activity.\nSmart home integration system Snap One Holdings(SNPO) plans to raise $270 million at a $1.5 billion market cap. This company provides smart home technology products to over 16,000 professional integrators. Snap One has demonstrated solid growth and was profitable on an EBIT basis in the 1Q21.\nSpecialty funding solutions provider Preston Hollow Community Capital(PHCC) plans to raise $200 million at a $2.3 billion market cap. This company is a market leader in providing specialized impact financing solutions for projects of significant social and economic importance to local communities in the US. It serves a variety of areas, including infrastructure, education, healthcare, and housing.\nVaccine biotech Icosavax(ICVX) plans to raise $150 million at a $590 million market cap. This clinical stage biotech is initially focused on developing vaccines against infectious respiratory diseases using its virus-like particle platform technology. Its most advanced candidate is currently in a Phase 1/2 trial for SARS-CoV-2.\nCancer biotech Candel Therapeutics(CADL) plans to raise $85 million at a $398 million market cap. Candel's most advanced candidate is currently in a Phase 3 trial in combination with prodrug valacyclovir for newly diagnosed localized prostate cancer with an intermediate or high-risk for progression. The company expects to complete enrollment in the 3Q21 with a final data readout in 2024.\nRare disease biotech Rallybio(RLYB) plans to raise $81 million at a $465 million market cap. This clinical stage biotech is developing antibody therapies for rare diseases. Its lead program is currently being evaluated to treat fetal and neonatal alloimmune thrombocytopenia in a Phase 1/2 trial.\nOcean Biomedical(OCEA) plans to raise $50 million at a $506 million market cap. The company is currently pursuing preclinical programs in oncology, fibrosis, infectious disease, and inflammation that have been licensed directly or indirectly from Brown University, Stanford University, and Rhode Island Hospital.\nAfter postponing in November 2020,IN8bio(INAB) plans to raise $44 million at a $215 million market cap. This Phase 1 biotech is developing allogeneic gamma-delta T cell therapies to treat solid tumors. Although gamma-delta T cells could potentially treat solid tumors, the company is very early stage and has dosed a limited number of patients.\nFemale cancer biotech Context Therapeutics(CNTX) plans to raise $20 million at a $93 million market cap. Context is developing treatments for female cancers, such as breast, ovarian, and endometrial cancer. The company’s lead candidate is currently in Phase 2 trials for ovarian and endometrial cancer, with preliminary results expected in the 2H21 and the 1H22.\n\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 7/22/2021, the Renaissance IPO Index was down 1.0% year-to-date, while the S&P 500 was up 16.3%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 3.0% year-to-date, while the ACWX was up 8.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include EQT Partners and Smoore International.","news_type":1,"symbols_score_info":{"INAB":0.9,"TEAD":0.9,".SPX":0.9,"COOK":0.9,"RLYB":0.9,"DOLE":0.9,"PHCC":0.9,"RSKD":0.9,".IXIC":0.9,"CADLF":0.9,"CNTX":0.9,"SNPO":0.9,"HOOD":0.9,".DJI":0.9,"PWSC":0.9,"FEOVF":0.9,"DUOL":0.9,"BTRY":0.9,"MLNK":0.9,"ICVX":0.9}},"isVote":1,"tweetType":1,"viewCount":674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174729762,"gmtCreate":1627142079856,"gmtModify":1633767673943,"author":{"id":"3575867013914101","authorId":"3575867013914101","name":"BpchuA","avatar":"https://static.tigerbbs.com/dd3500e66cc249b4480fcc30d7cd6409","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575867013914101","authorIdStr":"3575867013914101"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174729762","repostId":"2153751984","repostType":4,"isVote":1,"tweetType":1,"viewCount":1033,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174729224,"gmtCreate":1627142053568,"gmtModify":1633767674188,"author":{"id":"3575867013914101","authorId":"3575867013914101","name":"BpchuA","avatar":"https://static.tigerbbs.com/dd3500e66cc249b4480fcc30d7cd6409","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575867013914101","authorIdStr":"3575867013914101"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174729224","repostId":"1124707956","repostType":4,"repost":{"id":"1124707956","kind":"news","pubTimestamp":1627053121,"share":"https://www.laohunote.com/m/news/1124707956?lang=zh_CN&edition=full","pubTime":"2021-07-23 23:12","market":"us","language":"en","title":"Hedge Funds Dump The Rally After Buying The Dip<blockquote>对冲基金逢低买入后抛售涨势</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124707956","media":"zerohedge","summary":"One can't say that Goldman's clients have too much faith in Goldman's trade recos.As Goldman's flow trader John Flood was urging clients on Monday \"not to buy this dip\", they did just that and on Monday Goldman's Prime Brokerage service observed a surge in hedge fund dip buying as the S&P tumbled as low as 4,220. Those same hedge funds, however, clearly unsure what happens next, then proceeded to dump the rally andon Tuesday the GS Prime book saw the largest 1-day net selling since June 17 and t","content":"<p>One can't say that Goldman's clients have too much faith in Goldman's trade recos.</p><p><blockquote>不能说高盛的客户对高盛的交易记录过于自信。</blockquote></p><p> As Goldman's flow trader John Flood was urging clients on Monday \"not to buy this dip\", they did just that and on Monday Goldman's Prime Brokerage service observed a surge in hedge fund dip buying as the S&amp;P tumbled as low as 4,220. Those same hedge funds, however, clearly unsure what happens next, then proceeded to dump the rally and<b>on Tuesday the GS Prime book saw the largest 1-day net selling since June 17</b>(-2.2 SDs vs. the average daily net flow of the past year) and the biggest net selling in single names since Nov 2019, driven by long-and-short sales (1.6 to 1), as all regions were net sold led in $ terms by North America and DM Asia, and driven by long-and-short sales (2.5 to 1). This defensive positioning has continued through much of the post-Monday rally.</p><p><blockquote>当高盛的流量交易员约翰·弗拉德 (John Flood) 周一敦促客户“不要逢低买入”时，他们就这么做了，周一高盛的主要经纪服务观察到，随着标准普尔跌至 4,220 点，对冲基金逢低买入激增。然而，这些对冲基金显然不确定接下来会发生什么，然后开始抛售反弹并<b>周二，GS Prime book 出现了自 6 月 17 日以来最大的单日净销售额</b>（-2.2 SDs 与过去一年的平均每日净流量相比）以及自 2019 年 11 月以来最大的单一名称净销售额，由多头和空头销售（1.6 比 1）推动，因为所有地区的净销售额均以美元计算领先北美和 DM 亚洲，并由多头和空头销售（2.5 比 1）推动。这种防御性定位在周一后的大部分反弹中持续存在。</blockquote></p><p> Some more observations from Goldman Prime on the post-bottom action:</p><p><blockquote>Goldman Prime 对触底后走势的更多观察：</blockquote></p><p> <ul>  <li>Single names saw the largest 1-day $ net selling since Nov ’19 (-4.0 SDs), which far outweighed net buying in Macro Products (Index and ETF combined).</li>  <li>8 of 11 sectors were net sold led in $ terms by Health Care, Industrials, Consumer Disc, and Utilities, while Info Tech, Energy, and Financials were net bought.</li>  <li>Despite the reversal in overall net trading activity, the underlying themes that stood out on Monday generally continued on Tuesday.</li>  <li><b>Buying Stay at Home (GSXUSTAY</b>) vs. Selling Go Outside (GSXUPAND) for a second straight day.</li> </ul> <ol>  <li>Constituents of the GSXUSTAY collectively were net bought again and saw the largest 1-day $ net buying since 6/28, driven by long buys.</li>  <li>Members of GSXUPAND collectively were net sold for a second straight day, amid risk-off flows with long buys outpacing short covers. That said, the pace of net selling in the group significantly moderated vs. what we saw on Monday.</li> </ol> <ul>  <li><b>Buying Expensive Software (GSCBSF8X) again</b>– basket constituents collectively were net bought for a second straight day and saw the largest 1-day $ net buying YTD, driven entirely by long buys.</p><p><blockquote><ul><li>单只股票出现了自 19 年 11 月以来最大的 1 日净卖出额（-4.0 SDs），远远超过了宏观产品（指数和 ETF 合计）的净买入额。</li><li>11 个行业中有 8 个行业被净卖出，以美元计算，其中医疗保健、工业、消费光盘和公用事业领先，而信息技术、能源和金融则被净买入。</li><li>尽管整体净交易活动出现逆转，但周一突出的潜在主题在周二普遍延续。</li><li><b>购买居家住宿（GSXUSTAY</b>) 与连续第二天卖出 (GSXUPAND)。</li></ul><ol><li>GSXUSTAY 的成分股再次集体净买入，并在多头买入的推动下出现了自 6 月 28 日以来最大的单日净买入。</li><li>GSXUPAND 成员连续第二天集体净卖出，多头买入超过空头回补的避险资金流动。也就是说，与我们周一看到的情况相比，该集团的净销售速度显着放缓。</li></ol><ul><li><b>再次购买昂贵的软件 (GSCBSF8X)</b>– 篮子成分股连续第二天集体净买入，并出现了年初至今最大的单日美元净买入，完全由多头买入推动。</li></ul></blockquote></p><p></li>  <li><b>Risk-off in FAAMG (GSTMTMEG</b>) – the TMT mega caps collectively were modestly net sold, driven entirely by long sales, though net flows diverged by individual names. The group collectively has been net sold in 9 of the past 10 sessions (except 7/19).</p><p><blockquote><li><b>FAAMG 中的风险规避 (GSTMTMEG</b>) – TMT 大盘股总体净卖出幅度不大，完全由多头卖出推动，尽管净流量因个别名称而异。该集团在过去 10 个交易日中有 9 个交易日（7/19 除外）集体净卖出。</li></blockquote></p><p></li> </ul> And visually:</p><p><blockquote>和视觉上：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c10eb63e147e5e14ef3cb10e25db2523\" tg-width=\"1089\" tg-height=\"1006\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> What does this mean for hedge fund performance? Despite the whipsaw, Goldman notes that fundamental LS managers experienced positive alpha for a third straight day and MTD</p><p><blockquote>这对对冲基金的业绩意味着什么？尽管面临重创，高盛指出，基本面 LS 经理连续第三天经历了正 alpha 和 MTD</blockquote></p><p> <b>Yesterday (July 20th)</b></p><p><blockquote><b>昨天（7月20日）</b></blockquote></p><p> <ul>  <li>Fundamental LS +0.8% (alpha +0.2%) vs MSCI TR +1.0%.</li>  <li>Systematic LS -0.2%</li> </ul> <b>July MTD</b></p><p><blockquote><ul><li>基本面 LS +0.8% (alpha +0.2%) vs MSCI TR +1.0%。</li><li>系统性LS-0.2%</li></ul><b>7月MTD</b></blockquote></p><p> <ul>  <li>Fundamental LS -0.7% (alpha +0.9%) vs MSCI TR -0.3%</li>  <li>Systematic LS +1.5%</li> </ul> <b>2021 YTD</b></p><p><blockquote><ul><li>基本面 LS -0.7% (alpha +0.9%) vs MSCI TR -0.3%</li><li>系统性LS+1.5%</li></ul><b>2021年初至今</b></blockquote></p><p> <ul>  <li>Fundamental LS +2.6% (alpha -5.7%) vs MSCI TR +12.7%</li>  <li>Systematic LS +12.2%</li> </ul> <img src=\"https://static.tigerbbs.com/3d794cb43ddc7266af19225539b4d607\" tg-width=\"1088\" tg-height=\"442\" width=\"100%\" height=\"auto\">Finally, in terms of positioning, Goldman observes that overall leverage has fallen MTD; while Fundamental LS grosses are now in just the 19th percentile one-year though Nets remain relatively high.</p><p><blockquote><ul><li>基本面 LS +2.6% (alpha -5.7%) vs MSCI TR +12.7%</li><li>系统LS+12.2%</li></ul>最后，在定位方面，高盛观察到整体杠杆率已经下降MTD；虽然基本的LS总收入现在仅为一年的第19个百分位，但净资产仍然相对较高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1d8fb3c9c67200b83051956e49b33e1c\" tg-width=\"1088\" tg-height=\"665\" 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>Hedge Funds Dump The Rally After Buying The Dip<blockquote>对冲基金逢低买入后抛售涨势</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\">\nHedge Funds Dump The Rally After Buying The Dip<blockquote>对冲基金逢低买入后抛售涨势</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-07-23 23:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p>One can't say that Goldman's clients have too much faith in Goldman's trade recos.</p><p><blockquote>不能说高盛的客户对高盛的交易记录过于自信。</blockquote></p><p> As Goldman's flow trader John Flood was urging clients on Monday \"not to buy this dip\", they did just that and on Monday Goldman's Prime Brokerage service observed a surge in hedge fund dip buying as the S&amp;P tumbled as low as 4,220. Those same hedge funds, however, clearly unsure what happens next, then proceeded to dump the rally and<b>on Tuesday the GS Prime book saw the largest 1-day net selling since June 17</b>(-2.2 SDs vs. the average daily net flow of the past year) and the biggest net selling in single names since Nov 2019, driven by long-and-short sales (1.6 to 1), as all regions were net sold led in $ terms by North America and DM Asia, and driven by long-and-short sales (2.5 to 1). This defensive positioning has continued through much of the post-Monday rally.</p><p><blockquote>当高盛的流量交易员约翰·弗拉德 (John Flood) 周一敦促客户“不要逢低买入”时，他们就这么做了，周一高盛的主要经纪服务观察到，随着标准普尔跌至 4,220 点，对冲基金逢低买入激增。然而，这些对冲基金显然不确定接下来会发生什么，然后开始抛售反弹并<b>周二，GS Prime book 出现了自 6 月 17 日以来最大的单日净销售额</b>（-2.2 SDs 与过去一年的平均每日净流量相比）以及自 2019 年 11 月以来最大的单一名称净销售额，由多头和空头销售（1.6 比 1）推动，因为所有地区的净销售额均以美元计算领先北美和 DM 亚洲，并由多头和空头销售（2.5 比 1）推动。这种防御性定位在周一后的大部分反弹中持续存在。</blockquote></p><p> Some more observations from Goldman Prime on the post-bottom action:</p><p><blockquote>Goldman Prime 对触底后走势的更多观察：</blockquote></p><p> <ul>  <li>Single names saw the largest 1-day $ net selling since Nov ’19 (-4.0 SDs), which far outweighed net buying in Macro Products (Index and ETF combined).</li>  <li>8 of 11 sectors were net sold led in $ terms by Health Care, Industrials, Consumer Disc, and Utilities, while Info Tech, Energy, and Financials were net bought.</li>  <li>Despite the reversal in overall net trading activity, the underlying themes that stood out on Monday generally continued on Tuesday.</li>  <li><b>Buying Stay at Home (GSXUSTAY</b>) vs. Selling Go Outside (GSXUPAND) for a second straight day.</li> </ul> <ol>  <li>Constituents of the GSXUSTAY collectively were net bought again and saw the largest 1-day $ net buying since 6/28, driven by long buys.</li>  <li>Members of GSXUPAND collectively were net sold for a second straight day, amid risk-off flows with long buys outpacing short covers. That said, the pace of net selling in the group significantly moderated vs. what we saw on Monday.</li> </ol> <ul>  <li><b>Buying Expensive Software (GSCBSF8X) again</b>– basket constituents collectively were net bought for a second straight day and saw the largest 1-day $ net buying YTD, driven entirely by long buys.</p><p><blockquote><ul><li>单只股票出现了自 19 年 11 月以来最大的 1 日净卖出额（-4.0 SDs），远远超过了宏观产品（指数和 ETF 合计）的净买入额。</li><li>11 个行业中有 8 个行业被净卖出，以美元计算，其中医疗保健、工业、消费光盘和公用事业领先，而信息技术、能源和金融则被净买入。</li><li>尽管整体净交易活动出现逆转，但周一突出的潜在主题在周二普遍延续。</li><li><b>购买居家住宿（GSXUSTAY</b>) 与连续第二天卖出 (GSXUPAND)。</li></ul><ol><li>GSXUSTAY 的成分股再次集体净买入，并在多头买入的推动下出现了自 6 月 28 日以来最大的单日净买入。</li><li>GSXUPAND 成员连续第二天集体净卖出，多头买入超过空头回补的避险资金流动。也就是说，与我们周一看到的情况相比，该集团的净销售速度显着放缓。</li></ol><ul><li><b>再次购买昂贵的软件 (GSCBSF8X)</b>– 篮子成分股连续第二天集体净买入，并出现了年初至今最大的单日美元净买入，完全由多头买入推动。</li></ul></blockquote></p><p></li>  <li><b>Risk-off in FAAMG (GSTMTMEG</b>) – the TMT mega caps collectively were modestly net sold, driven entirely by long sales, though net flows diverged by individual names. The group collectively has been net sold in 9 of the past 10 sessions (except 7/19).</p><p><blockquote><li><b>FAAMG 中的风险规避 (GSTMTMEG</b>) – TMT 大盘股总体净卖出幅度不大，完全由多头卖出推动，尽管净流量因个别名称而异。该集团在过去 10 个交易日中有 9 个交易日（7/19 除外）集体净卖出。</li></blockquote></p><p></li> </ul> And visually:</p><p><blockquote>和视觉上：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c10eb63e147e5e14ef3cb10e25db2523\" tg-width=\"1089\" tg-height=\"1006\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> What does this mean for hedge fund performance? Despite the whipsaw, Goldman notes that fundamental LS managers experienced positive alpha for a third straight day and MTD</p><p><blockquote>这对对冲基金的业绩意味着什么？尽管面临重创，高盛指出，基本面 LS 经理连续第三天经历了正 alpha 和 MTD</blockquote></p><p> <b>Yesterday (July 20th)</b></p><p><blockquote><b>昨天（7月20日）</b></blockquote></p><p> <ul>  <li>Fundamental LS +0.8% (alpha +0.2%) vs MSCI TR +1.0%.</li>  <li>Systematic LS -0.2%</li> </ul> <b>July MTD</b></p><p><blockquote><ul><li>基本面 LS +0.8% (alpha +0.2%) vs MSCI TR +1.0%。</li><li>系统性LS-0.2%</li></ul><b>7月MTD</b></blockquote></p><p> <ul>  <li>Fundamental LS -0.7% (alpha +0.9%) vs MSCI TR -0.3%</li>  <li>Systematic LS +1.5%</li> </ul> <b>2021 YTD</b></p><p><blockquote><ul><li>基本面 LS -0.7% (alpha +0.9%) vs MSCI TR -0.3%</li><li>系统性LS+1.5%</li></ul><b>2021年初至今</b></blockquote></p><p> <ul>  <li>Fundamental LS +2.6% (alpha -5.7%) vs MSCI TR +12.7%</li>  <li>Systematic LS +12.2%</li> </ul> <img src=\"https://static.tigerbbs.com/3d794cb43ddc7266af19225539b4d607\" tg-width=\"1088\" tg-height=\"442\" width=\"100%\" height=\"auto\">Finally, in terms of positioning, Goldman observes that overall leverage has fallen MTD; while Fundamental LS grosses are now in just the 19th percentile one-year though Nets remain relatively high.</p><p><blockquote><ul><li>基本面 LS +2.6% (alpha -5.7%) vs MSCI TR +12.7%</li><li>系统LS+12.2%</li></ul>最后，在定位方面，高盛观察到整体杠杆率已经下降MTD；虽然基本的LS总收入现在仅为一年的第19个百分位，但净资产仍然相对较高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1d8fb3c9c67200b83051956e49b33e1c\" tg-width=\"1088\" tg-height=\"665\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/hedge-funds-dump-rally-after-buying-dip?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">zerohedge</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":{".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/markets/hedge-funds-dump-rally-after-buying-dip?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124707956","content_text":"One can't say that Goldman's clients have too much faith in Goldman's trade recos.\nAs Goldman's flow trader John Flood was urging clients on Monday \"not to buy this dip\", they did just that and on Monday Goldman's Prime Brokerage service observed a surge in hedge fund dip buying as the S&P tumbled as low as 4,220. Those same hedge funds, however, clearly unsure what happens next, then proceeded to dump the rally andon Tuesday the GS Prime book saw the largest 1-day net selling since June 17(-2.2 SDs vs. the average daily net flow of the past year) and the biggest net selling in single names since Nov 2019, driven by long-and-short sales (1.6 to 1), as all regions were net sold led in $ terms by North America and DM Asia, and driven by long-and-short sales (2.5 to 1). This defensive positioning has continued through much of the post-Monday rally.\nSome more observations from Goldman Prime on the post-bottom action:\n\nSingle names saw the largest 1-day $ net selling since Nov ’19 (-4.0 SDs), which far outweighed net buying in Macro Products (Index and ETF combined).\n8 of 11 sectors were net sold led in $ terms by Health Care, Industrials, Consumer Disc, and Utilities, while Info Tech, Energy, and Financials were net bought.\nDespite the reversal in overall net trading activity, the underlying themes that stood out on Monday generally continued on Tuesday.\nBuying Stay at Home (GSXUSTAY) vs. Selling Go Outside (GSXUPAND) for a second straight day.\n\n\nConstituents of the GSXUSTAY collectively were net bought again and saw the largest 1-day $ net buying since 6/28, driven by long buys.\nMembers of GSXUPAND collectively were net sold for a second straight day, amid risk-off flows with long buys outpacing short covers. That said, the pace of net selling in the group significantly moderated vs. what we saw on Monday.\n\n\nBuying Expensive Software (GSCBSF8X) again– basket constituents collectively were net bought for a second straight day and saw the largest 1-day $ net buying YTD, driven entirely by long buys.\nRisk-off in FAAMG (GSTMTMEG) – the TMT mega caps collectively were modestly net sold, driven entirely by long sales, though net flows diverged by individual names. The group collectively has been net sold in 9 of the past 10 sessions (except 7/19).\n\nAnd visually:\n\nWhat does this mean for hedge fund performance? Despite the whipsaw, Goldman notes that fundamental LS managers experienced positive alpha for a third straight day and MTD\nYesterday (July 20th)\n\nFundamental LS +0.8% (alpha +0.2%) vs MSCI TR +1.0%.\nSystematic LS -0.2%\n\nJuly MTD\n\nFundamental LS -0.7% (alpha +0.9%) vs MSCI TR -0.3%\nSystematic LS +1.5%\n\n2021 YTD\n\nFundamental LS +2.6% (alpha -5.7%) vs MSCI TR +12.7%\nSystematic LS +12.2%\n\nFinally, in terms of positioning, Goldman observes that overall leverage has fallen MTD; while Fundamental LS grosses are now in just the 19th percentile one-year though Nets remain relatively high.","news_type":1,"symbols_score_info":{"SPY":0.9,".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172280792,"gmtCreate":1626962443916,"gmtModify":1633769336126,"author":{"id":"3575867013914101","authorId":"3575867013914101","name":"BpchuA","avatar":"https://static.tigerbbs.com/dd3500e66cc249b4480fcc30d7cd6409","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575867013914101","authorIdStr":"3575867013914101"},"themes":[],"title":"","htmlText":"Book","listText":"Book","text":"Book","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172280792","repostId":"2153678132","repostType":4,"isVote":1,"tweetType":1,"viewCount":825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172294207,"gmtCreate":1626961690209,"gmtModify":1633769348906,"author":{"id":"3575867013914101","authorId":"3575867013914101","name":"BpchuA","avatar":"https://static.tigerbbs.com/dd3500e66cc249b4480fcc30d7cd6409","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575867013914101","authorIdStr":"3575867013914101"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172294207","repostId":"1175975559","repostType":4,"isVote":1,"tweetType":1,"viewCount":754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172298281,"gmtCreate":1626961609643,"gmtModify":1633769351404,"author":{"id":"3575867013914101","authorId":"3575867013914101","name":"BpchuA","avatar":"https://static.tigerbbs.com/dd3500e66cc249b4480fcc30d7cd6409","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575867013914101","authorIdStr":"3575867013914101"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172298281","repostId":"1126677827","repostType":4,"isVote":1,"tweetType":1,"viewCount":1029,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172291447,"gmtCreate":1626961579489,"gmtModify":1633769351973,"author":{"id":"3575867013914101","authorId":"3575867013914101","name":"BpchuA","avatar":"https://static.tigerbbs.com/dd3500e66cc249b4480fcc30d7cd6409","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575867013914101","authorIdStr":"3575867013914101"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172291447","repostId":"1151614377","repostType":4,"repost":{"id":"1151614377","kind":"news","pubTimestamp":1626959882,"share":"https://www.laohunote.com/m/news/1151614377?lang=zh_CN&edition=full","pubTime":"2021-07-22 21:18","market":"us","language":"en","title":"Blackstone Earnings Rise as Growth Strategy Boosts Portfolio<blockquote>随着增长战略增强投资组合，黑石盈利增长</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151614377","media":"The Wall Street Journal","summary":"The private-equity firm posted second-quarter net income of $1.31 billion.\n\nBlackstone GroupInc.’sBX","content":"<p>  The private-equity firm posted second-quarter net income of $1.31 billion.  Blackstone GroupInc.’sBX1.88%earnings jumped in the second quarter, propelled by record appreciation in the value of its investments.</p><p><blockquote>这家私募股权公司公布第二季度净利润为 13.1 亿美元。在投资价值创纪录升值的推动下，黑石集团第二季度盈利大幅增长。</blockquote></p><p> The private-equity firm posted second-quarter net income of $1.31 billion, or $1.82 a share, it said Thursday. That compares with a profit of $568.3 million, or 81 cents a share, a year earlier.</p><p><blockquote>这家私募股权公司周四表示，第二季度净利润为 13.1 亿美元，即每股收益 1.82 美元。相比之下，去年同期利润为 5.683 亿美元，即每股 81 美分。</blockquote></p><p> The value of Blackstone’s private-equity portfolio climbed by 13.8% in the latest period, exceeding the roughly 8% gain for the S&amp;P 500. Combined fund appreciation across its various business lines was the highest in the history of the firm.</p><p><blockquote>黑石私募股权投资组合的价值在最近一段时间攀升了 13.8%，超过了标普500约 8% 的涨幅。其各个业务线的合并基金增值是该公司历史上最高的。</blockquote></p><p> Aiding the strong performance was Blackstone’s recent emphasis on putting money into fast-growing companies. Initial public offerings of outsourcing companyTaskUsInc.and Indian electric-vehicle components manufacturerSona BLW Precision ForgingsLtd.pushed up the firm’s private-equity portfolio, while sales of last-mile logistics properties in the U.S. and Australia helped boost its real-estate holdings.</p><p><blockquote>黑石集团最近强调将资金投入快速增长的公司，这对其强劲业绩起到了推动作用。外包公司 TaskusInc. 和印度电动汽车零部件制造商 Sona BLW Precision ForgingsLtd. 的首次公开募股推高了该公司的私募股权投资组合，而出售美国和澳大利亚的最后一英里物流地产也帮助增加了其房地产持有量。</blockquote></p><p>   ‘The pivot into good neighborhoods has really paid off.’— Jonathan Gray, Blackstone  Blackstone President Jonathan Gray has encouraged the firm’s business heads tothink more thematicallyabout investing, identifying global trends and finding ways to put money to work in areas that would benefit from them. Among these are logistics, software, digital payments and life sciences, areas of the economy that are experiencing outsize growth.</p><p><blockquote>黑石公司总裁乔纳森-格雷（Jonathan Gray）鼓励公司总裁乔纳森-格雷（Jonathan Gray）更有针对性地思考投资问题，确定全球趋势，并想方设法将资金投入到能从中受益的领域。其中包括物流、软件、数字支付和生命科学，这些经济领域正在经历巨大的增长。</blockquote></p><p> “The pivot into good neighborhoods has really paid off,” Mr. Gray said in an interview.</p><p><blockquote>“格雷先生在接受采访时说：”转向睦邻友好确实取得了成效。</blockquote></p><p> Blackstone’s distributable earnings, or the amount of cash that could be returned to shareholders, came in at $1.07 billion, or 82 cents a share, in the quarter. That compares with $548 million, or 43 cents a share, a year earlier.</p><p><blockquote>黑石本季度的可分配利润（即可以返还给股东的现金金额）为 10.7 亿美元，即每股收益 82 美分。相比之下，去年同期为 5.48 亿美元，即每股 43 美分。</blockquote></p><p> The firm said it would pay a dividend of 70 cents a share for the quarter, versus 37 cents in the second quarter of 2020.</p><p><blockquote>该公司表示，本季度将支付每股 70 美分的股息，而 2020 年第二季度为 37 美分。</blockquote></p><p> Blackstone invested $23.8 billion during the second quarter and committed to an additional $28.5 billion, another record. Among its commitments was a June agreement to partner with rivals Carlyle Group Inc. and Hellman &amp; Friedman LLC in adeal for Medline Industries Inc.that values the medical-equipment supplier at more than $30 billion and represents the largest leveraged buyout since the financial crisis.</p><p><blockquote>黑石集团在第二季度投资了 238 亿美元，并承诺追加 285 亿美元，创下另一项纪录。其承诺之一是 6 月份与竞争对手凯雷集团 (Carlyle Group Inc.) 和 Hellman &amp; Friedman LLC 合作收购 Medline Industries Inc.，该协议对这家医疗设备供应商的估值超过 300 亿美元，是金融危机以来最大的杠杆收购。</blockquote></p><p> Blackstone’s infrastructure business and nontraded real-estate investment trustalso struck a deal to acquiredata-center operator QTS Realty Trust Inc. for $6.7 billion.</p><p><blockquote>黑石的基础设施业务和非贸易房地产投资信托公司也以 67 亿美元的价格收购了数据中心运营商 QTS Realty Trust Inc.</blockquote></p><p> The firm had inflows of $37.3 billion in the quarter, with much of that coming from its credit business and its giant Core+ real-estate strategy.</p><p><blockquote>该公司本季度资金流入 373 亿美元，其中大部分来自其信贷业务及其庞大的 Core+ 房地产战略。</blockquote></p><p> Assets under management rose 21% over the prior year to $684 billion. So-called perpetual capital, which generates a steady stream of locked-in fees because it doesn’t need to be returned to investors as quickly, climbed 55% year-over-year to $169.5 billion.</p><p><blockquote>管理资产较上年增长 21%，达到 6,840 亿美元。所谓的永久资本同比攀升 55%，达到 1695 亿美元，因为它不需要很快返还给投资者，因此会产生源源不断的锁定费用。</blockquote></p><p> That figure is set to rise, thanks in part to a sweeping partnership Blackstone announced last week with insurance companyAmerican International GroupInc.The investment firm will manage a portion of AIG’s assets and will pay$2.2 billion for a 9.9% stakein its life-insurance and retirement-services unit. The deal is set to push Blackstone’s insurance assets under management to about $150 billion by the end of 2021.</p><p><blockquote>这一数字将会上升，部分原因是黑石集团上周宣布与保险公司美国国际集团建立全面合作伙伴关系。这家投资公司将管理 AIG 的部分资产，并将支付 22 亿美元收购其人寿保险和退休服务部门 9.9% 的股份。到 2021 年底，这笔交易将使黑石管理的保险资产达到约 1500 亿美元。</blockquote></p><p> “It really encapsulates the evolution of our business,” Mr. Gray said of the AIG arrangement.</p><p><blockquote>“格雷先生在谈到美国国际集团的安排时说：”它确实概括了我们业务的演变。</blockquote></p><p> A decade of low interest rates and strong performance has prompted the firm to venture beyond its traditional focus on investing institutional money, he said.</p><p><blockquote>他表示，十年的低利率和强劲业绩促使该公司超越了投资机构资金的传统重点。</blockquote></p><p> The combined market opportunity in insurance and retail is worth significantly more, he said.</p><p><blockquote>他说，保险和零售业的综合市场机会价值要高得多。</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>Blackstone Earnings Rise as Growth Strategy Boosts Portfolio<blockquote>随着增长战略增强投资组合，黑石盈利增长</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\">\nBlackstone Earnings Rise as Growth Strategy Boosts Portfolio<blockquote>随着增长战略增强投资组合，黑石盈利增长</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-07-22 21:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  The private-equity firm posted second-quarter net income of $1.31 billion.  Blackstone GroupInc.’sBX1.88%earnings jumped in the second quarter, propelled by record appreciation in the value of its investments.</p><p><blockquote>这家私募股权公司公布第二季度净利润为 13.1 亿美元。在投资价值创纪录升值的推动下，黑石集团第二季度盈利大幅增长。</blockquote></p><p> The private-equity firm posted second-quarter net income of $1.31 billion, or $1.82 a share, it said Thursday. That compares with a profit of $568.3 million, or 81 cents a share, a year earlier.</p><p><blockquote>这家私募股权公司周四表示，第二季度净利润为 13.1 亿美元，即每股收益 1.82 美元。相比之下，去年同期利润为 5.683 亿美元，即每股 81 美分。</blockquote></p><p> The value of Blackstone’s private-equity portfolio climbed by 13.8% in the latest period, exceeding the roughly 8% gain for the S&amp;P 500. Combined fund appreciation across its various business lines was the highest in the history of the firm.</p><p><blockquote>黑石私募股权投资组合的价值在最近一段时间攀升了 13.8%，超过了标普500约 8% 的涨幅。其各个业务线的合并基金增值是该公司历史上最高的。</blockquote></p><p> Aiding the strong performance was Blackstone’s recent emphasis on putting money into fast-growing companies. Initial public offerings of outsourcing companyTaskUsInc.and Indian electric-vehicle components manufacturerSona BLW Precision ForgingsLtd.pushed up the firm’s private-equity portfolio, while sales of last-mile logistics properties in the U.S. and Australia helped boost its real-estate holdings.</p><p><blockquote>黑石集团最近强调将资金投入快速增长的公司，这对其强劲业绩起到了推动作用。外包公司 TaskusInc. 和印度电动汽车零部件制造商 Sona BLW Precision ForgingsLtd. 的首次公开募股推高了该公司的私募股权投资组合，而出售美国和澳大利亚的最后一英里物流地产也帮助增加了其房地产持有量。</blockquote></p><p>   ‘The pivot into good neighborhoods has really paid off.’— Jonathan Gray, Blackstone  Blackstone President Jonathan Gray has encouraged the firm’s business heads tothink more thematicallyabout investing, identifying global trends and finding ways to put money to work in areas that would benefit from them. Among these are logistics, software, digital payments and life sciences, areas of the economy that are experiencing outsize growth.</p><p><blockquote>黑石公司总裁乔纳森-格雷（Jonathan Gray）鼓励公司总裁乔纳森-格雷（Jonathan Gray）更有针对性地思考投资问题，确定全球趋势，并想方设法将资金投入到能从中受益的领域。其中包括物流、软件、数字支付和生命科学，这些经济领域正在经历巨大的增长。</blockquote></p><p> “The pivot into good neighborhoods has really paid off,” Mr. Gray said in an interview.</p><p><blockquote>“格雷先生在接受采访时说：”转向睦邻友好确实取得了成效。</blockquote></p><p> Blackstone’s distributable earnings, or the amount of cash that could be returned to shareholders, came in at $1.07 billion, or 82 cents a share, in the quarter. That compares with $548 million, or 43 cents a share, a year earlier.</p><p><blockquote>黑石本季度的可分配利润（即可以返还给股东的现金金额）为 10.7 亿美元，即每股收益 82 美分。相比之下，去年同期为 5.48 亿美元，即每股 43 美分。</blockquote></p><p> The firm said it would pay a dividend of 70 cents a share for the quarter, versus 37 cents in the second quarter of 2020.</p><p><blockquote>该公司表示，本季度将支付每股 70 美分的股息，而 2020 年第二季度为 37 美分。</blockquote></p><p> Blackstone invested $23.8 billion during the second quarter and committed to an additional $28.5 billion, another record. Among its commitments was a June agreement to partner with rivals Carlyle Group Inc. and Hellman &amp; Friedman LLC in adeal for Medline Industries Inc.that values the medical-equipment supplier at more than $30 billion and represents the largest leveraged buyout since the financial crisis.</p><p><blockquote>黑石集团在第二季度投资了 238 亿美元，并承诺追加 285 亿美元，创下另一项纪录。其承诺之一是 6 月份与竞争对手凯雷集团 (Carlyle Group Inc.) 和 Hellman &amp; Friedman LLC 合作收购 Medline Industries Inc.，该协议对这家医疗设备供应商的估值超过 300 亿美元，是金融危机以来最大的杠杆收购。</blockquote></p><p> Blackstone’s infrastructure business and nontraded real-estate investment trustalso struck a deal to acquiredata-center operator QTS Realty Trust Inc. for $6.7 billion.</p><p><blockquote>黑石的基础设施业务和非贸易房地产投资信托公司也以 67 亿美元的价格收购了数据中心运营商 QTS Realty Trust Inc.</blockquote></p><p> The firm had inflows of $37.3 billion in the quarter, with much of that coming from its credit business and its giant Core+ real-estate strategy.</p><p><blockquote>该公司本季度资金流入 373 亿美元，其中大部分来自其信贷业务及其庞大的 Core+ 房地产战略。</blockquote></p><p> Assets under management rose 21% over the prior year to $684 billion. So-called perpetual capital, which generates a steady stream of locked-in fees because it doesn’t need to be returned to investors as quickly, climbed 55% year-over-year to $169.5 billion.</p><p><blockquote>管理资产较上年增长 21%，达到 6,840 亿美元。所谓的永久资本同比攀升 55%，达到 1695 亿美元，因为它不需要很快返还给投资者，因此会产生源源不断的锁定费用。</blockquote></p><p> That figure is set to rise, thanks in part to a sweeping partnership Blackstone announced last week with insurance companyAmerican International GroupInc.The investment firm will manage a portion of AIG’s assets and will pay$2.2 billion for a 9.9% stakein its life-insurance and retirement-services unit. The deal is set to push Blackstone’s insurance assets under management to about $150 billion by the end of 2021.</p><p><blockquote>这一数字将会上升，部分原因是黑石集团上周宣布与保险公司美国国际集团建立全面合作伙伴关系。这家投资公司将管理 AIG 的部分资产，并将支付 22 亿美元收购其人寿保险和退休服务部门 9.9% 的股份。到 2021 年底，这笔交易将使黑石管理的保险资产达到约 1500 亿美元。</blockquote></p><p> “It really encapsulates the evolution of our business,” Mr. Gray said of the AIG arrangement.</p><p><blockquote>“格雷先生在谈到美国国际集团的安排时说：”它确实概括了我们业务的演变。</blockquote></p><p> A decade of low interest rates and strong performance has prompted the firm to venture beyond its traditional focus on investing institutional money, he said.</p><p><blockquote>他表示，十年的低利率和强劲业绩促使该公司超越了投资机构资金的传统重点。</blockquote></p><p> The combined market opportunity in insurance and retail is worth significantly more, he said.</p><p><blockquote>他说，保险和零售业的综合市场机会价值要高得多。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/blackstone-earnings-rise-as-growth-strategy-boosts-portfolio-11626951596?mod=hp_lead_pos4\">The Wall Street Journal</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":{"BX":"黑石"},"source_url":"https://www.wsj.com/articles/blackstone-earnings-rise-as-growth-strategy-boosts-portfolio-11626951596?mod=hp_lead_pos4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151614377","content_text":"The private-equity firm posted second-quarter net income of $1.31 billion.\n\nBlackstone GroupInc.’sBX1.88%earnings jumped in the second quarter, propelled by record appreciation in the value of its investments.\nThe private-equity firm posted second-quarter net income of $1.31 billion, or $1.82 a share, it said Thursday. That compares with a profit of $568.3 million, or 81 cents a share, a year earlier.\nThe value of Blackstone’s private-equity portfolio climbed by 13.8% in the latest period, exceeding the roughly 8% gain for the S&P 500. Combined fund appreciation across its various business lines was the highest in the history of the firm.\nAiding the strong performance was Blackstone’s recent emphasis on putting money into fast-growing companies. Initial public offerings of outsourcing companyTaskUsInc.and Indian electric-vehicle components manufacturerSona BLW Precision ForgingsLtd.pushed up the firm’s private-equity portfolio, while sales of last-mile logistics properties in the U.S. and Australia helped boost its real-estate holdings.\n\n ‘The pivot into good neighborhoods has really paid off.’— Jonathan Gray, Blackstone\n\nBlackstone President Jonathan Gray has encouraged the firm’s business heads tothink more thematicallyabout investing, identifying global trends and finding ways to put money to work in areas that would benefit from them. Among these are logistics, software, digital payments and life sciences, areas of the economy that are experiencing outsize growth.\n“The pivot into good neighborhoods has really paid off,” Mr. Gray said in an interview.\nBlackstone’s distributable earnings, or the amount of cash that could be returned to shareholders, came in at $1.07 billion, or 82 cents a share, in the quarter. That compares with $548 million, or 43 cents a share, a year earlier.\nThe firm said it would pay a dividend of 70 cents a share for the quarter, versus 37 cents in the second quarter of 2020.\nBlackstone invested $23.8 billion during the second quarter and committed to an additional $28.5 billion, another record. Among its commitments was a June agreement to partner with rivals Carlyle Group Inc. and Hellman & Friedman LLC in adeal for Medline Industries Inc.that values the medical-equipment supplier at more than $30 billion and represents the largest leveraged buyout since the financial crisis.\nBlackstone’s infrastructure business and nontraded real-estate investment trustalso struck a deal to acquiredata-center operator QTS Realty Trust Inc. for $6.7 billion.\nThe firm had inflows of $37.3 billion in the quarter, with much of that coming from its credit business and its giant Core+ real-estate strategy.\nAssets under management rose 21% over the prior year to $684 billion. So-called perpetual capital, which generates a steady stream of locked-in fees because it doesn’t need to be returned to investors as quickly, climbed 55% year-over-year to $169.5 billion.\nThat figure is set to rise, thanks in part to a sweeping partnership Blackstone announced last week with insurance companyAmerican International GroupInc.The investment firm will manage a portion of AIG’s assets and will pay$2.2 billion for a 9.9% stakein its life-insurance and retirement-services unit. The deal is set to push Blackstone’s insurance assets under management to about $150 billion by the end of 2021.\n“It really encapsulates the evolution of our business,” Mr. Gray said of the AIG arrangement.\nA decade of low interest rates and strong performance has prompted the firm to venture beyond its traditional focus on investing institutional money, he said.\nThe combined market opportunity in insurance and retail is worth significantly more, he said.","news_type":1,"symbols_score_info":{"BX":0.9}},"isVote":1,"tweetType":1,"viewCount":960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178488540,"gmtCreate":1626832020680,"gmtModify":1633770583361,"author":{"id":"3575867013914101","authorId":"3575867013914101","name":"BpchuA","avatar":"https://static.tigerbbs.com/dd3500e66cc249b4480fcc30d7cd6409","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575867013914101","authorIdStr":"3575867013914101"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/178488540","repostId":"2153618373","repostType":4,"isVote":1,"tweetType":1,"viewCount":905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178065979,"gmtCreate":1626773232991,"gmtModify":1633771173597,"author":{"id":"3575867013914101","authorId":"3575867013914101","name":"BpchuA","avatar":"https://static.tigerbbs.com/dd3500e66cc249b4480fcc30d7cd6409","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575867013914101","authorIdStr":"3575867013914101"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/178065979","repostId":"1152856122","repostType":4,"repost":{"id":"1152856122","kind":"news","pubTimestamp":1626767867,"share":"https://www.laohunote.com/m/news/1152856122?lang=zh_CN&edition=full","pubTime":"2021-07-20 15:57","market":"us","language":"en","title":"GM Confirms It's Working On A Third Electric Pickup And It Will Be A Full-Size Truck<blockquote>通用汽车确认正在开发第三款电动皮卡，这将是一款全尺寸卡车</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1152856122","media":"Benzinga","summary":"General Motors Co is working on a GMC electric pickup truck to follow the GMC Hummer EV and the electric Chevrolet Silverado,  a company executive said at a media event on Monday, asreportedby CNBC.What Happened: The Hummer EV pickup wasunveiledin October last year with deliveries slated to begin this fall. The electric Chevrolet Silveradowas confirmedin April.Duncan Aldred, global head of GMC, did not disclose the launch timeline but said the vehicle is in advanced stages of planning, as per CN","content":"<p><div> General Motors Co is working on a GMC electric pickup truck to follow the GMC Hummer EV and the electric Chevrolet Silverado,  a company executive said at a media event on Monday, asreportedby CNBC. ...</p><p><blockquote><div>据美国消费者新闻与商业频道（CNBC）报道，通用汽车公司（General Motors Co）的一位高管在周一的媒体活动中表示，该公司正在开发一款GMC电动皮卡，以继GMC悍马电动汽车和电动雪佛兰索罗德之后。...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/07/22054246/gm-confirms-its-working-on-a-third-electric-pickup-and-it-will-be-a-full-size-truck\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/07/22054246/gm-confirms-its-working-on-a-third-electric-pickup-and-it-will-be-a-full-size-truck\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GM Confirms It's Working On A Third Electric Pickup And It Will Be A Full-Size Truck<blockquote>通用汽车确认正在开发第三款电动皮卡，这将是一款全尺寸卡车</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\">\nGM Confirms It's Working On A Third Electric Pickup And It Will Be A Full-Size Truck<blockquote>通用汽车确认正在开发第三款电动皮卡，这将是一款全尺寸卡车</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-07-20 15:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> General Motors Co is working on a GMC electric pickup truck to follow the GMC Hummer EV and the electric Chevrolet Silverado,  a company executive said at a media event on Monday, asreportedby CNBC. ...</p><p><blockquote><div>据美国消费者新闻与商业频道（CNBC）报道，通用汽车公司（General Motors Co）的一位高管在周一的媒体活动中表示，该公司正在开发一款GMC电动皮卡，以继GMC悍马电动汽车和电动雪佛兰索罗德之后。...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/07/22054246/gm-confirms-its-working-on-a-third-electric-pickup-and-it-will-be-a-full-size-truck\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/07/22054246/gm-confirms-its-working-on-a-third-electric-pickup-and-it-will-be-a-full-size-truck\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/21/07/22054246/gm-confirms-its-working-on-a-third-electric-pickup-and-it-will-be-a-full-size-truck\">Benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VWAGY":"大众汽车ADR","TSLA":"特斯拉","F":"福特汽车","GM":"通用汽车"},"source_url":"https://www.benzinga.com/news/21/07/22054246/gm-confirms-its-working-on-a-third-electric-pickup-and-it-will-be-a-full-size-truck","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152856122","content_text":"General Motors Co is working on a GMC electric pickup truck to follow the GMC Hummer EV and the electric Chevrolet Silverado,  a company executive said at a media event on Monday, asreportedby CNBC.\nWhat Happened: The Hummer EV pickup wasunveiledin October last year with deliveries slated to begin this fall. The electric Chevrolet Silveradowas confirmedin April.\nDuncan Aldred, global head of GMC, did not disclose the launch timeline but said the vehicle is in advanced stages of planning, as per CNBC. Aldred said the pickup would be a full-size truck.\nAldred said GMC sees EV adoption happening \"fairly quickly,\" especially with the support of President Joe Biden, the Detroit Free Pressreportedseparately. The executive added that the automaker is \"confident it is well-positioned\" in the \"huge segment\" that still has \"relatively few competitors.\"\nWhy It Matters:The Detroit-based legacy automaker is boosting investments to switch 40% of the company’s U.S. volume to battery electric vehicles by the end of 2025.\nGM is pumping in $35 billion through 2025 to develop electric and autonomous vehicles and aims to launch 30 all-electric models globally by 2025.\nAutomakers around the world, including Volkswagen Ag are setting tighter deadlines and setting aside billions of dollars for a fast switchover to a fully electric vehicle lineup, a disruption brought in and accelerated by Elon Musk-led Tesla Inc .\nGM will be among the first automakers to launch an electric pickup later this year.Amazon.com Inc-backed Rivian has deliveries lined up later this year.Ford Motor Co has also revealed plans to launch the F-15- Lightning truck next year.\nPrice Action:GM shares closed 2.3% lower at $54.18 on Monday.","news_type":1,"symbols_score_info":{"F":0.9,"GM":0.9,"VWAGY":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171397253,"gmtCreate":1626705433472,"gmtModify":1633924769161,"author":{"id":"3575867013914101","authorId":"3575867013914101","name":"BpchuA","avatar":"https://static.tigerbbs.com/dd3500e66cc249b4480fcc30d7cd6409","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575867013914101","authorIdStr":"3575867013914101"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/171397253","repostId":"1154863272","repostType":4,"repost":{"id":"1154863272","kind":"news","pubTimestamp":1626705014,"share":"https://www.laohunote.com/m/news/1154863272?lang=zh_CN&edition=full","pubTime":"2021-07-19 22:30","market":"us","language":"en","title":"Dow Jones Dives 700 Points On Covid-19 Fears; Apple, Tesla Stock Sell Off<blockquote>由于 Covid-19 担忧，道琼斯指数暴跌 700 点；苹果、特斯拉股票抛售</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154863272","media":"Investors","summary":"The Dow Jones Industrial Average dived 700 points Monday on rising Covid-19 fears. Apple and Tesla s","content":"<p>The Dow Jones Industrial Average dived 700 points Monday on rising Covid-19 fears. Apple and Tesla stock sold off in morning trade.</p><p><blockquote>由于对 Covid-19 的担忧加剧，道琼斯工业平均指数周一暴跌 700 点。苹果和特斯拉的股票在早盘交易中遭到抛售。</blockquote></p><p> Among theDow Jones leaders,<b>Apple</b>(AAPL) moved down nearly 3% Monday, while<b>Microsoft</b>(MSFT) dropped 0.7% intoday's stock market.<b>McDonald's</b>(MCD) broke out past a new buy point last week, but is back below the entry.</p><p><blockquote>在道琼斯的领导人中，<b>苹果</b>（AAPL）周一下跌近 3%，而<b>微软</b>(MSFT) 今天股市下跌 0.7%。<b>麦当劳</b>（MCD）上周突破了一个新的买点，但又回到了入场点下方。</blockquote></p><p> <b>Tesla</b>(TSLA) was on track to extend a four-day losing streak, sliding about 2.5% Monday.</p><p><blockquote><b>特斯拉</b>(TSLA) 有望延续四连跌，周一下跌约 2.5%。</blockquote></p><p> Among the top stocks to buy and watch,<b>Advanced Micro Devices</b>(<a href=\"https://laohu8.com/S/AMD\">AMD</a>) and<b>BioNTech</b>(BNTX) are in or near new buy zones.</p><p><blockquote>在最值得买入和关注的股票中，<b>先进微器件</b>(<a href=\"https://laohu8.com/S/AMD\">AMD</a>）和<b>生物技术</b>（BNTX）位于新的购买区或附近。</blockquote></p><p> Microsoft and Tesla areIBD Leaderboard stocks. BioNTech is anIBD SwingTraderstock.</p><p><blockquote>微软和特斯拉是 BD 排行榜股票。BioNTech 是 anIBD SwingTraderstock。</blockquote></p><p> <b>Dow Jones Today: Covid-19 Fears</b></p><p><blockquote><b>今日道琼斯指数：Covid-19 担忧</b></blockquote></p><p> The Dow Jones Industrial Average tumbled 2% Monday, while the S&amp;P 500 sold off 1.7%. The tech-heavy Nasdaq declined 1.55% in morning trade.</p><p><blockquote>道琼斯工业平均指数周一下跌 2%，标普500指数下跌 1.7%。以科技股为主的纳斯达克早盘下跌 1.55%。</blockquote></p><p> The recent resurgence in Covid-19 cases in many parts of the world — including highly-vaccinated countries like the U.K. — could hamper economic growth. In the U.S., coronavirus cases jumped 37% over the last seven days to 203,082, according toWorldometer.</p><p><blockquote>最近世界许多地区（包括英国等疫苗接种率高的国家）新冠肺炎病例的死灰复燃可能会阻碍经济增长。根据Worldometer的数据，在美国，冠状病毒病例在过去7天内增加了37%，达到203,082例。</blockquote></p><p> <b>Stock Market Rally Weakens</b></p><p><blockquote><b>股市涨势减弱</b></blockquote></p><p> The S&amp;P 500 continued to pull back from record highs Monday, while the Nasdaq looked to extend a losing streak to five sessions. The Dow Jones industrials are again trying to find support around their 50-day moving average.</p><p><blockquote>标普500周一继续从创纪录高点回落，而纳斯达克则希望将连跌延长至五个交易日。道琼斯工业平均指数再次试图在其 50 天移动平均线附近寻找支撑。</blockquote></p><p> Friday's Big Picturecolumn noted, \"An early rebound attempt quickly deflated into another day of losses for&nbsp;stocks today. The weakening action, not just among key indexes but also vital sectors this year, prompts a more cautious stance.\"</p><p><blockquote>周五的 Big Picturecolumn 指出：“今天股市早些时候的反弹尝试很快就变成了又一天的下跌。不仅是主要指数，还有今年重要行业的走弱，促使人们采取更加谨慎的立场。”</blockquote></p><p> <b>Dow Jones Stocks: McDonald's</b></p><p><blockquote><b>道琼斯股票：麦当劳</b></blockquote></p><p> Dow Jones restaurant giant McDonald's is trading below a 238.28 buy point in a flat base, according toIBD MarketSmithchart analysis, after last week's brief breakout attempt.</p><p><blockquote>根据 IBD MarketSmithchart 分析，在上周短暂突破尝试后，道琼斯餐饮巨头麦当劳的交易价格低于 238.28 个买入点，基础持平。</blockquote></p><p> Shares were down nearly 1% Monday.</p><p><blockquote>周一股价下跌近 1%。</blockquote></p><p> <b>Stocks To Buy And Watch: AMD, BioNTech</b></p><p><blockquote><b>值得买入和关注的股票：AMD、BioNTech</b></blockquote></p><p> Chip giant Advanced Micro Devices&nbsp;is tracing a&nbsp;cup with handle&nbsp;that shows a 95.54 buy point, according to&nbsp;IBD MarketSmith chart analysis. Shares dropped 0.5% Monday morning and are about 10% away from the new buy point.</p><p><blockquote>根据 IBD MarketSmith 图表分析，芯片巨头 Advanced Micro Devices 正在追踪一款带手柄的杯子，该杯子的买入点为 95.54。周一上午股价下跌 0.5%，距离新的买入点约 10%。</blockquote></p><p> According to&nbsp;IBD Stock Checkup,&nbsp;AMD stockshows a solid 95 out of 99IBD Composite Rating. The IBD Composite Rating identifies stocks with a blend of strong fundamental and technical characteristics. AMD wasone of last week's IBD Stocks Of The Day.</p><p><blockquote>根据 IBD 股票检查，AMD 股票在 99IBD 综合评级中获得了 95 分。IBD 综合评级识别具有强劲基本面和技术特征的股票。AMD 是上周每日 IBD 股票之一。</blockquote></p><p> IBD Leaderboardstock and Covid-19 vaccine leader BioNTech is rebounding from its key 50-day moving average, placing the stock in a new buy area. The stock cut losses to 0.5% Monday morning.</p><p><blockquote>IBD 排行榜股票和 Covid-19 疫苗领导者 BioNTech 正在从其关键的 50 天移动平均线反弹，使该股处于新的买入区域。该股周一上午将跌幅缩小至 0.5%。</blockquote></p><p> Per Leaderboard analysis, \"BioNTech is clearing a trend line following a recent pullback near 222, offering a new entry. The stock also is rebounding off its 10-week moving average. It joins Leaders as a new half-size position.\"</p><p><blockquote>根据 Leaderboard 分析，“BioNTech 在最近回调至 222 点附近后正在清除趋势线，提供了一个新的入场点。该股也从 10 周移动平均线反弹。它加入了 Leaders 的行列，成为新的半仓头寸。”</blockquote></p><p> BioNTech is also anIBD SwingTraderstock.</p><p><blockquote>BioNTech 也是 anIBD SwingTraderstock。</blockquote></p><p> <b>Tesla Stock</b></p><p><blockquote><b>特斯拉股票</b></blockquote></p><p> Tesla stock skidded 2.5% Monday morning, on pace to extend a four-day losing streak. The electric-vehicle giant is again testing support around its long-term 200-day moving average. Another strong show of support at these levels would be bullish for the stock's prospects.</p><p><blockquote>特斯拉股价周一上午下跌 2.5%，有望延续四连跌势头。这家电动汽车巨头再次测试其长期 200 天移动平均线附近的支撑位。这些水平的另一个强劲支撑将利好该股的前景。</blockquote></p><p> On Jan. 25, Tesla stock hit a record high at 900.40, after climbing as much as 93% from a 466 buy point in a cup with handle.</p><p><blockquote>1 月 25 日，特斯拉股价创下 900.40 的历史新高，此前该股价从 466 个买点上涨了 93%。</blockquote></p><p> <b>Dow Jones Leaders: Apple, Microsoft</b></p><p><blockquote><b>道琼斯领头羊：苹果、微软</b></blockquote></p><p> Among the top&nbsp;Dow Jones stocks, Apple sold off almost 3% Monday, on pace to extend a losing streak to three sessions. The stock hit an all-time high last week at 150.00.</p><p><blockquote>在道琼斯顶级股票中，苹果周一下跌近 3%，有望将连跌延长至三个交易日。该股上周创下历史新高 150.00 点。</blockquote></p><p> Apple stock is extended past the 5% buy zone from a 137.17 entry in a cup base, according toIBD MarketSmithchart analysis.</p><p><blockquote>根据 IBD MarketSmithchart 的分析，苹果股票从 137.17 的杯状基数入场点突破了 5% 的买入区。</blockquote></p><p> Microsoft continues to trade solidly above a cup base's 263.29 buy point. Shares lost 0.7% Monday. The stock is extended above the 5% buy zone, which goes up to 276.45.</p><p><blockquote>微软继续稳步高于 A cup base 263.29 买入点。周一股价下跌 0.7%。该股延伸至 5% 买入区上方，升至 276.45。</blockquote></p><p></p>","source":"lsy1610449120050","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>Dow Jones Dives 700 Points On Covid-19 Fears; Apple, Tesla Stock Sell Off<blockquote>由于 Covid-19 担忧，道琼斯指数暴跌 700 点；苹果、特斯拉股票抛售</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\">\nDow Jones Dives 700 Points On Covid-19 Fears; Apple, Tesla Stock Sell Off<blockquote>由于 Covid-19 担忧，道琼斯指数暴跌 700 点；苹果、特斯拉股票抛售</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Investors</strong><span class=\"h-time small\">2021-07-19 22:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Dow Jones Industrial Average dived 700 points Monday on rising Covid-19 fears. Apple and Tesla stock sold off in morning trade.</p><p><blockquote>由于对 Covid-19 的担忧加剧，道琼斯工业平均指数周一暴跌 700 点。苹果和特斯拉的股票在早盘交易中遭到抛售。</blockquote></p><p> Among theDow Jones leaders,<b>Apple</b>(AAPL) moved down nearly 3% Monday, while<b>Microsoft</b>(MSFT) dropped 0.7% intoday's stock market.<b>McDonald's</b>(MCD) broke out past a new buy point last week, but is back below the entry.</p><p><blockquote>在道琼斯的领导人中，<b>苹果</b>（AAPL）周一下跌近 3%，而<b>微软</b>(MSFT) 今天股市下跌 0.7%。<b>麦当劳</b>（MCD）上周突破了一个新的买点，但又回到了入场点下方。</blockquote></p><p> <b>Tesla</b>(TSLA) was on track to extend a four-day losing streak, sliding about 2.5% Monday.</p><p><blockquote><b>特斯拉</b>(TSLA) 有望延续四连跌，周一下跌约 2.5%。</blockquote></p><p> Among the top stocks to buy and watch,<b>Advanced Micro Devices</b>(<a href=\"https://laohu8.com/S/AMD\">AMD</a>) and<b>BioNTech</b>(BNTX) are in or near new buy zones.</p><p><blockquote>在最值得买入和关注的股票中，<b>先进微器件</b>(<a href=\"https://laohu8.com/S/AMD\">AMD</a>）和<b>生物技术</b>（BNTX）位于新的购买区或附近。</blockquote></p><p> Microsoft and Tesla areIBD Leaderboard stocks. BioNTech is anIBD SwingTraderstock.</p><p><blockquote>微软和特斯拉是 BD 排行榜股票。BioNTech 是 anIBD SwingTraderstock。</blockquote></p><p> <b>Dow Jones Today: Covid-19 Fears</b></p><p><blockquote><b>今日道琼斯指数：Covid-19 担忧</b></blockquote></p><p> The Dow Jones Industrial Average tumbled 2% Monday, while the S&amp;P 500 sold off 1.7%. The tech-heavy Nasdaq declined 1.55% in morning trade.</p><p><blockquote>道琼斯工业平均指数周一下跌 2%，标普500指数下跌 1.7%。以科技股为主的纳斯达克早盘下跌 1.55%。</blockquote></p><p> The recent resurgence in Covid-19 cases in many parts of the world — including highly-vaccinated countries like the U.K. — could hamper economic growth. In the U.S., coronavirus cases jumped 37% over the last seven days to 203,082, according toWorldometer.</p><p><blockquote>最近世界许多地区（包括英国等疫苗接种率高的国家）新冠肺炎病例的死灰复燃可能会阻碍经济增长。根据Worldometer的数据，在美国，冠状病毒病例在过去7天内增加了37%，达到203,082例。</blockquote></p><p> <b>Stock Market Rally Weakens</b></p><p><blockquote><b>股市涨势减弱</b></blockquote></p><p> The S&amp;P 500 continued to pull back from record highs Monday, while the Nasdaq looked to extend a losing streak to five sessions. The Dow Jones industrials are again trying to find support around their 50-day moving average.</p><p><blockquote>标普500周一继续从创纪录高点回落，而纳斯达克则希望将连跌延长至五个交易日。道琼斯工业平均指数再次试图在其 50 天移动平均线附近寻找支撑。</blockquote></p><p> Friday's Big Picturecolumn noted, \"An early rebound attempt quickly deflated into another day of losses for&nbsp;stocks today. The weakening action, not just among key indexes but also vital sectors this year, prompts a more cautious stance.\"</p><p><blockquote>周五的 Big Picturecolumn 指出：“今天股市早些时候的反弹尝试很快就变成了又一天的下跌。不仅是主要指数，还有今年重要行业的走弱，促使人们采取更加谨慎的立场。”</blockquote></p><p> <b>Dow Jones Stocks: McDonald's</b></p><p><blockquote><b>道琼斯股票：麦当劳</b></blockquote></p><p> Dow Jones restaurant giant McDonald's is trading below a 238.28 buy point in a flat base, according toIBD MarketSmithchart analysis, after last week's brief breakout attempt.</p><p><blockquote>根据 IBD MarketSmithchart 分析，在上周短暂突破尝试后，道琼斯餐饮巨头麦当劳的交易价格低于 238.28 个买入点，基础持平。</blockquote></p><p> Shares were down nearly 1% Monday.</p><p><blockquote>周一股价下跌近 1%。</blockquote></p><p> <b>Stocks To Buy And Watch: AMD, BioNTech</b></p><p><blockquote><b>值得买入和关注的股票：AMD、BioNTech</b></blockquote></p><p> Chip giant Advanced Micro Devices&nbsp;is tracing a&nbsp;cup with handle&nbsp;that shows a 95.54 buy point, according to&nbsp;IBD MarketSmith chart analysis. Shares dropped 0.5% Monday morning and are about 10% away from the new buy point.</p><p><blockquote>根据 IBD MarketSmith 图表分析，芯片巨头 Advanced Micro Devices 正在追踪一款带手柄的杯子，该杯子的买入点为 95.54。周一上午股价下跌 0.5%，距离新的买入点约 10%。</blockquote></p><p> According to&nbsp;IBD Stock Checkup,&nbsp;AMD stockshows a solid 95 out of 99IBD Composite Rating. The IBD Composite Rating identifies stocks with a blend of strong fundamental and technical characteristics. AMD wasone of last week's IBD Stocks Of The Day.</p><p><blockquote>根据 IBD 股票检查，AMD 股票在 99IBD 综合评级中获得了 95 分。IBD 综合评级识别具有强劲基本面和技术特征的股票。AMD 是上周每日 IBD 股票之一。</blockquote></p><p> IBD Leaderboardstock and Covid-19 vaccine leader BioNTech is rebounding from its key 50-day moving average, placing the stock in a new buy area. The stock cut losses to 0.5% Monday morning.</p><p><blockquote>IBD 排行榜股票和 Covid-19 疫苗领导者 BioNTech 正在从其关键的 50 天移动平均线反弹，使该股处于新的买入区域。该股周一上午将跌幅缩小至 0.5%。</blockquote></p><p> Per Leaderboard analysis, \"BioNTech is clearing a trend line following a recent pullback near 222, offering a new entry. The stock also is rebounding off its 10-week moving average. It joins Leaders as a new half-size position.\"</p><p><blockquote>根据 Leaderboard 分析，“BioNTech 在最近回调至 222 点附近后正在清除趋势线，提供了一个新的入场点。该股也从 10 周移动平均线反弹。它加入了 Leaders 的行列，成为新的半仓头寸。”</blockquote></p><p> BioNTech is also anIBD SwingTraderstock.</p><p><blockquote>BioNTech 也是 anIBD SwingTraderstock。</blockquote></p><p> <b>Tesla Stock</b></p><p><blockquote><b>特斯拉股票</b></blockquote></p><p> Tesla stock skidded 2.5% Monday morning, on pace to extend a four-day losing streak. The electric-vehicle giant is again testing support around its long-term 200-day moving average. Another strong show of support at these levels would be bullish for the stock's prospects.</p><p><blockquote>特斯拉股价周一上午下跌 2.5%，有望延续四连跌势头。这家电动汽车巨头再次测试其长期 200 天移动平均线附近的支撑位。这些水平的另一个强劲支撑将利好该股的前景。</blockquote></p><p> On Jan. 25, Tesla stock hit a record high at 900.40, after climbing as much as 93% from a 466 buy point in a cup with handle.</p><p><blockquote>1 月 25 日，特斯拉股价创下 900.40 的历史新高，此前该股价从 466 个买点上涨了 93%。</blockquote></p><p> <b>Dow Jones Leaders: Apple, Microsoft</b></p><p><blockquote><b>道琼斯领头羊：苹果、微软</b></blockquote></p><p> Among the top&nbsp;Dow Jones stocks, Apple sold off almost 3% Monday, on pace to extend a losing streak to three sessions. The stock hit an all-time high last week at 150.00.</p><p><blockquote>在道琼斯顶级股票中，苹果周一下跌近 3%，有望将连跌延长至三个交易日。该股上周创下历史新高 150.00 点。</blockquote></p><p> Apple stock is extended past the 5% buy zone from a 137.17 entry in a cup base, according toIBD MarketSmithchart analysis.</p><p><blockquote>根据 IBD MarketSmithchart 的分析，苹果股票从 137.17 的杯状基数入场点突破了 5% 的买入区。</blockquote></p><p> Microsoft continues to trade solidly above a cup base's 263.29 buy point. Shares lost 0.7% Monday. The stock is extended above the 5% buy zone, which goes up to 276.45.</p><p><blockquote>微软继续稳步高于 A cup base 263.29 买入点。周一股价下跌 0.7%。该股延伸至 5% 买入区上方，升至 276.45。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.investors.com/market-trend/stock-market-today/dow-jones-dives-on-covid-19-fears-apple-tesla-stock-sell-off/?src=A00220\">Investors</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":{"MSFT":"微软","AAPL":"苹果",".DJI":"道琼斯","PCOM":"Points International","MCD":"麦当劳","TSLA":"特斯拉","AMD":"美国超微公司","BNTX":"BioNTech SE"},"source_url":"https://www.investors.com/market-trend/stock-market-today/dow-jones-dives-on-covid-19-fears-apple-tesla-stock-sell-off/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154863272","content_text":"The Dow Jones Industrial Average dived 700 points Monday on rising Covid-19 fears. Apple and Tesla stock sold off in morning trade.\nAmong theDow Jones leaders,Apple(AAPL) moved down nearly 3% Monday, whileMicrosoft(MSFT) dropped 0.7% intoday's stock market.McDonald's(MCD) broke out past a new buy point last week, but is back below the entry.\nTesla(TSLA) was on track to extend a four-day losing streak, sliding about 2.5% Monday.\nAmong the top stocks to buy and watch,Advanced Micro Devices(AMD) andBioNTech(BNTX) are in or near new buy zones.\nMicrosoft and Tesla areIBD Leaderboard stocks. BioNTech is anIBD SwingTraderstock.\nDow Jones Today: Covid-19 Fears\nThe Dow Jones Industrial Average tumbled 2% Monday, while the S&P 500 sold off 1.7%. The tech-heavy Nasdaq declined 1.55% in morning trade.\nThe recent resurgence in Covid-19 cases in many parts of the world — including highly-vaccinated countries like the U.K. — could hamper economic growth. In the U.S., coronavirus cases jumped 37% over the last seven days to 203,082, according toWorldometer.\nStock Market Rally Weakens\nThe S&P 500 continued to pull back from record highs Monday, while the Nasdaq looked to extend a losing streak to five sessions. The Dow Jones industrials are again trying to find support around their 50-day moving average.\nFriday's Big Picturecolumn noted, \"An early rebound attempt quickly deflated into another day of losses for stocks today. The weakening action, not just among key indexes but also vital sectors this year, prompts a more cautious stance.\"\nDow Jones Stocks: McDonald's\nDow Jones restaurant giant McDonald's is trading below a 238.28 buy point in a flat base, according toIBD MarketSmithchart analysis, after last week's brief breakout attempt.\nShares were down nearly 1% Monday.\nStocks To Buy And Watch: AMD, BioNTech\nChip giant Advanced Micro Devices is tracing a cup with handle that shows a 95.54 buy point, according to IBD MarketSmith chart analysis. Shares dropped 0.5% Monday morning and are about 10% away from the new buy point.\nAccording to IBD Stock Checkup, AMD stockshows a solid 95 out of 99IBD Composite Rating. The IBD Composite Rating identifies stocks with a blend of strong fundamental and technical characteristics. AMD wasone of last week's IBD Stocks Of The Day.\nIBD Leaderboardstock and Covid-19 vaccine leader BioNTech is rebounding from its key 50-day moving average, placing the stock in a new buy area. The stock cut losses to 0.5% Monday morning.\nPer Leaderboard analysis, \"BioNTech is clearing a trend line following a recent pullback near 222, offering a new entry. The stock also is rebounding off its 10-week moving average. It joins Leaders as a new half-size position.\"\nBioNTech is also anIBD SwingTraderstock.\nTesla Stock\nTesla stock skidded 2.5% Monday morning, on pace to extend a four-day losing streak. The electric-vehicle giant is again testing support around its long-term 200-day moving average. Another strong show of support at these levels would be bullish for the stock's prospects.\nOn Jan. 25, Tesla stock hit a record high at 900.40, after climbing as much as 93% from a 466 buy point in a cup with handle.\nDow Jones Leaders: Apple, Microsoft\nAmong the top Dow Jones stocks, Apple sold off almost 3% Monday, on pace to extend a losing streak to three sessions. The stock hit an all-time high last week at 150.00.\nApple stock is extended past the 5% buy zone from a 137.17 entry in a cup base, according toIBD MarketSmithchart analysis.\nMicrosoft continues to trade solidly above a cup base's 263.29 buy point. Shares lost 0.7% Monday. The stock is extended above the 5% buy zone, which goes up to 276.45.","news_type":1,"symbols_score_info":{".DJI":0.9,"TSLA":0.9,"AMD":0.9,"AAPL":0.9,"MSFT":0.9,"PCOM":0.9,"BNTX":0.9,"MCD":0.9}},"isVote":1,"tweetType":1,"viewCount":1112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":130884074,"gmtCreate":1621523773598,"gmtModify":1634188399208,"author":{"id":"3575867013914101","authorId":"3575867013914101","name":"BpchuA","avatar":"https://static.tigerbbs.com/dd3500e66cc249b4480fcc30d7cd6409","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575867013914101","authorIdStr":"3575867013914101"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/130884074","repostId":"2136010949","repostType":4,"isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148470068,"gmtCreate":1626012101154,"gmtModify":1633930935990,"author":{"id":"3575867013914101","authorId":"3575867013914101","name":"BpchuA","avatar":"https://static.tigerbbs.com/dd3500e66cc249b4480fcc30d7cd6409","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575867013914101","authorIdStr":"3575867013914101"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/148470068","repostId":"1184476863","repostType":4,"repost":{"id":"1184476863","kind":"news","pubTimestamp":1625967744,"share":"https://www.laohunote.com/m/news/1184476863?lang=zh_CN&edition=full","pubTime":"2021-07-11 09:42","market":"hk","language":"en","title":"XPeng: Leader Of Chinese Vehicle Electrification Efforts<blockquote>小鹏汽车：中国汽车电气化的领导者</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184476863","media":"seekingalpha","summary":"Summary\n\nThe aggressive growth of deliveries should help XPeng to continue to improve its top-line p","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>The aggressive growth of deliveries should help XPeng to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters.</li>  <li>By being one of the most technologically advanced electric vehicle companies in China, XPeng has all the chances to become one of the first automakers to reach Level 5 automation.</li>  <li>We continue to believe that XPeng is a solid growth play and if you’re a momentum investor, then now is a good time to purchase its shares.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19ebea80a575c2b5a2b022a046308936\" tg-width=\"1536\" tg-height=\"1024\"><span>Robert Way/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>交付量的强劲增长应该有助于小鹏汽车在未来几个季度继续提高其营收业绩，并扩大其在中国电动汽车市场的立足点。</li><li>作为中国技术最先进的电动汽车公司之一，小鹏汽车完全有机会成为首批达到5级自动化的汽车制造商之一。</li><li>我们仍然相信小鹏汽车是一家稳健的成长型公司，如果您是一家动量型投资者，那么现在是购买其股票的好时机。</li></ul><p class=\"t-img-caption\"><span>Robert Way/iStock 社论来自 Getty Images</span></p></blockquote></p><p> The aggressive growth of deliveries should help XPeng (XPEV) to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters. In addition, by being one of the most technologically advanced electric vehicle companies in China, XPeng also has all the chances to become one of the first automakers to reach Level 5 automation in the following years. Considering this, we continue to believe that XPeng is a solid growth play and if you're a momentum investor, then now is a good time to purchase its shares.</p><p><blockquote>交付量的强劲增长应该有助于小鹏汽车（XPEV）在未来几个季度继续提高其营收业绩，并扩大其在中国电动汽车市场的立足点。此外，作为中国技术最先进的电动汽车公司之一，小鹏汽车也完全有机会在未来几年成为首批达到5级自动化的汽车制造商之一。考虑到这一点，我们仍然相信小鹏汽车是一家稳健的增长公司，如果您是一位动量投资者，那么现在是购买其股票的好时机。</blockquote></p><p> <b>Firing On All Cylinders</b></p><p><blockquote><b>全气缸点火</b></blockquote></p><p> XPeng is one of the biggest EV manufacturers in China. Currently, it produces an SUV that goes under the name G3 and a sedan that's called P7. In addition, the company plans to release an upgraded version of its SUV called G3i in September and a new family-friendly sedan P5 by the end of the year. Overall, XPeng's stock showed decent results in recent months, as it has outperformed the S&amp;P 500 Index for most of the last year, and is currently up ~5% since our latest&nbsp;article&nbsp;about its business was published in June.</p><p><blockquote>小鹏汽车是中国最大的电动汽车制造商之一。目前，该公司生产一款名为 G3 的 SUV 和一款名为 P7 的轿车。此外，该公司计划在 9 月份发布一款名为 G3i 的 SUV 升级版，并在年底前发布一款新型家庭友好型轿车 P5。总体而言，小鹏汽车的股票近几个月表现不错，去年大部分时间里它的表现都优于标普500指数，自我们 6 月份发表有关其业务的最新文章以来，目前已上涨约 5%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51f7c530182ce2c7abde426fcff7f474\" tg-width=\"1280\" tg-height=\"443\"><span>Chart: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表：寻求阿尔法</span></p></blockquote></p><p> One of the biggest achievements of XPeng is that it has managed to successfully navigate through the initial stages of the chip shortage crisis and made a lot of progress on improving its deliveries. The latestdatasuggests that there's still a strong demand for its offerings among tech-savvy Chinese consumers, as in June alone the company delivered a record 6,565 vehicles, an increase of 617% Y/Y. In addition, its Q2 deliveries were 17,398, up 439% Y/Y, while its 1H deliveries were 30,738 vehicles, up 459% Y/Y. Another good news is that the company's Q2 deliveries beat its projections of 15,500 - 16,000 units despite the pandemic and there's every reason to believe that the momentum is very likely to hold until the end of the year at the very least.</p><p><blockquote>小鹏汽车最大的成就之一是，它成功度过了芯片短缺危机的初始阶段，并在改善交付方面取得了很大进展。最新数据表明，精通技术的中国消费者对其产品的需求仍然强劲，仅在 6 月份，该公司就交付了创纪录的 6,565 辆汽车，同比增长 617%。此外，第二季度交付量为17,398辆，同比增长439%，上半年交付量为30,738辆，同比增长459%。另一个好消息是，尽管受到疫情的影响，该公司第二季度的交付量仍超过了 15,500 - 16,000 辆的预期，并且有充分的理由相信这一势头很可能至少会持续到今年年底。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0479a72617e0ff9759beb7f820fc0494\" tg-width=\"925\" tg-height=\"445\"><span>Source:InsideEVs</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：InsideEVs</span></p></blockquote></p><p> The biggest advantage of XPeng is that it operates in China, which is considered to be the biggest EV market in the world. Thanks to it, XPeng doesn't need to outsource its manufacturing or sales to other countries as it has a huge local market to sell to back at home. What's more important is that it also has strong governmental support, as some of its manufacturing facilities that are currently being built were co-financed by Chinese local governments. By receiving such help, XPeng is now on track to complete its third manufacturing facility in Wuhan, which will help it to reach an annual capacity of at least 300,000 vehicles. For comparison, Tesla (TSLA) in 2020 sold only 137,000 Model 3s in China. Therefore, an increase of the capacity to such substantial numbers signals that XPeng is ready to tackle the competition and increase its traction across the mainland going forward.</p><p><blockquote>小鹏汽车最大的优势在于其在中国运营，中国被认为是全球最大的电动汽车市场。得益于此，小鹏汽车不需要将制造或销售外包给其他国家，因为它有巨大的当地市场可以销售回国内。更重要的是，它还得到了政府的大力支持，因为它目前正在建设的一些制造设施是由中国地方政府共同出资的。通过获得这样的帮助，小鹏汽车现在有望在武汉完成其第三个制造工厂，这将有助于其达到至少30万辆的年产能。相比之下，特斯拉（TSLA）2020年仅在华售出13.7万辆Model 3。因此，如此大量的产能增加表明小鹏汽车已准备好应对竞争，并在未来增加其在内地的牵引力。</blockquote></p><p> Another important fact is that XPeng is more technologically advanced in China than Tesla and others. Almost half of its R&amp;D workforce works on autonomous driving software, and as a result, the company has managed to develop one of the most advanced navigation systems, which should help it to become one of the first to reach Level 5 automation in the following years. On top of that, over 5 million kilometers were alreadydrivenwith the help of the navigation system since its launch earlier this year, and the latest version of the software can now automaticallyparkthe car in garages without human help if it remembers the spot in which the vehicle was parked before.</p><p><blockquote>另一个重要的事实是，小鹏在国内比特斯拉等技术更先进。其近一半的研发人员致力于自动驾驶软件，因此，该公司成功开发了最先进的导航系统之一，这将有助于其在未来几年内成为首批达到 5 级自动化的公司之一。最重要的是，自今年早些时候推出以来，在导航系统的帮助下已经行驶了超过500万公里，如果该软件的最新版本记得车辆的位置，现在可以在没有人工帮助的情况下自动将汽车停放在车库里。车辆停放之前。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> As for the risks, we see a couple of them. First of all, XPengtradesat a price-to-sales ratio of ~16x and could be considered richly valued at its current market cap of around $37 billion. For that reason, it's not a good investment for long-term value shareholders, and for those who don't want to expose their portfolios to Chinese assets.</p><p><blockquote>至于风险，我们看到了几个。首先，小鹏贸易的市销率约为16倍，以其目前约370亿美元的市值来看，可以被认为是很有价值的。因此，对于长期价值股东以及那些不想将投资组合暴露于中国资产的人来说，这不是一项好的投资。</blockquote></p><p></p><p> In addition, there's a risk that the start of the potential China-US trade war could prevent XPeng from accessing the US capital markets, as its current shares could be delisted. To tackle this issue, the company just recentlyraisednearly $2 billion by executing another IPO on the Hong Kong stock exchange with a double main listing structure. This will help the company not only to have an access to the major capital market, but it will also give the Chinese mainland investors the ability to buy the stock through the Hong Kong Stock Connect, which should boost XPeng's valuation in the near future. On top of that, since XPeng's business doesn't have major exposure to outside markets, the blowback from the potential trade war will be minimal.</p><p><blockquote>此外，中美潜在贸易战的爆发可能会阻止小鹏汽车进入美国资本市场，因为其目前的股票可能会被退市。为了解决这个问题，该公司最近刚刚在香港联交所进行了另一次IPO，采用双重主要上市结构，筹集了近20亿美元。这不仅有助于该公司进入主要资本市场，还将使中国大陆投资者有能力通过港股通购买该股票，这应该会在不久的将来提振小鹏汽车的估值。最重要的是，由于小鹏汽车的业务对外部市场的敞口不大，潜在贸易战的影响将微乎其微。</blockquote></p><p> <b>Takeaway</b></p><p><blockquote><b>外卖</b></blockquote></p><p> Despite those risks, we should not forget that China is on track to significantly decrease its carbon footprint in the next four decades. Therefore, it's safe to assume that the penetration rate of electric vehicles on Chinese roads is only going to increase in the following decades. As a result, we believe that there's plenty of room for XPeng to drive growth at this stage, and considering its great performance in Q2, we also believe that it has all the chances to become one of the biggest EV manufacturers in the region.</p><p><blockquote>尽管存在这些风险，我们不应忘记，中国有望在未来四十年内大幅减少碳足迹。因此，可以有把握地假设，电动汽车在中国道路上的渗透率在未来几十年只会增加。因此，我们相信小鹏汽车现阶段有很大的增长空间，考虑到其在Q2的出色表现，我们也相信它完全有机会成为该地区最大的电动汽车制造商之一。</blockquote></p><p> The latest forecast suggests that XPeng could increase its revenues by 364% from $0.9 million in FY20 to $4.18 billion in FY22, while its EPS loss is also expected todecreasefrom -$0.33 in Q2'21 to only -$0.06 in Q3 and Q4. On top of that, the companyhad$5.12 billion in cash at the end of Q1, only $497 million in long-term debt, and thanks to the recent Honk Kong offering its liquidity position is already around $7 billion. As a result, XPeng doesn't have an overleveraged balance sheet, and thanks to the influx of new cash it's very unlikely that it'll be required to raise new debt or dilute its shareholders by offering new shares to fund its expansion. Therefore, we believe that its stock could be considered a growth play, especially since it has beenaddedto FTSE's indexes recently, which should help it to attract more attention from institutional investors.</p><p><blockquote>最新预测显示，小鹏汽车的收入可能会从 2020 财年的 90 万美元增长 364%，增至 2022 财年的 41.8 亿美元，而其每股收益亏损预计也将从 2021 财年第二季度的 -0.33 美元降至第三季度和第四季度的 -0.06 美元。最重要的是，该公司在第一季度末拥有 51.2 亿美元现金，长期债务仅为 4.97 亿美元，而且由于最近香港发行，其流动性头寸已经约为 70 亿美元。因此，小鹏汽车的资产负债表并没有过度杠杆化，而且由于新现金的涌入，它不太可能被要求筹集新债务或通过发行新股来为其扩张提供资金来稀释股东。因此，我们认为其股票可以被视为成长型股票，特别是因为它最近被纳入富时指数，这应该有助于它吸引更多机构投资者的关注。</blockquote></p><p> With all of this in mind, we also think that right now is a good entry point to purchase the company's shares, as the likely increase in deliveries and capacity along with the launch of the upcoming P5 sedan in the following months could push its stock to higher levels. For that reason, we have no plans to cover our long position in XPeng anytime soon.</p><p><blockquote>考虑到所有这些，我们还认为现在是购买该公司股票的一个很好的切入点，因为未来几个月即将推出的 P5 轿车可能会增加交付量和产能，这可能会将其股价推向更高的水平。因此，我们没有计划在短期内回补我们在小鹏汽车的好仓。</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>XPeng: Leader Of Chinese Vehicle Electrification Efforts<blockquote>小鹏汽车：中国汽车电气化的领导者</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\">\nXPeng: Leader Of Chinese Vehicle Electrification Efforts<blockquote>小鹏汽车：中国汽车电气化的领导者</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-07-11 09:42</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 aggressive growth of deliveries should help XPeng to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters.</li>  <li>By being one of the most technologically advanced electric vehicle companies in China, XPeng has all the chances to become one of the first automakers to reach Level 5 automation.</li>  <li>We continue to believe that XPeng is a solid growth play and if you’re a momentum investor, then now is a good time to purchase its shares.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19ebea80a575c2b5a2b022a046308936\" tg-width=\"1536\" tg-height=\"1024\"><span>Robert Way/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>交付量的强劲增长应该有助于小鹏汽车在未来几个季度继续提高其营收业绩，并扩大其在中国电动汽车市场的立足点。</li><li>作为中国技术最先进的电动汽车公司之一，小鹏汽车完全有机会成为首批达到5级自动化的汽车制造商之一。</li><li>我们仍然相信小鹏汽车是一家稳健的成长型公司，如果您是一家动量型投资者，那么现在是购买其股票的好时机。</li></ul><p class=\"t-img-caption\"><span>Robert Way/iStock 社论来自 Getty Images</span></p></blockquote></p><p> The aggressive growth of deliveries should help XPeng (XPEV) to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters. In addition, by being one of the most technologically advanced electric vehicle companies in China, XPeng also has all the chances to become one of the first automakers to reach Level 5 automation in the following years. Considering this, we continue to believe that XPeng is a solid growth play and if you're a momentum investor, then now is a good time to purchase its shares.</p><p><blockquote>交付量的强劲增长应该有助于小鹏汽车（XPEV）在未来几个季度继续提高其营收业绩，并扩大其在中国电动汽车市场的立足点。此外，作为中国技术最先进的电动汽车公司之一，小鹏汽车也完全有机会在未来几年成为首批达到5级自动化的汽车制造商之一。考虑到这一点，我们仍然相信小鹏汽车是一家稳健的增长公司，如果您是一位动量投资者，那么现在是购买其股票的好时机。</blockquote></p><p> <b>Firing On All Cylinders</b></p><p><blockquote><b>全气缸点火</b></blockquote></p><p> XPeng is one of the biggest EV manufacturers in China. Currently, it produces an SUV that goes under the name G3 and a sedan that's called P7. In addition, the company plans to release an upgraded version of its SUV called G3i in September and a new family-friendly sedan P5 by the end of the year. Overall, XPeng's stock showed decent results in recent months, as it has outperformed the S&amp;P 500 Index for most of the last year, and is currently up ~5% since our latest&nbsp;article&nbsp;about its business was published in June.</p><p><blockquote>小鹏汽车是中国最大的电动汽车制造商之一。目前，该公司生产一款名为 G3 的 SUV 和一款名为 P7 的轿车。此外，该公司计划在 9 月份发布一款名为 G3i 的 SUV 升级版，并在年底前发布一款新型家庭友好型轿车 P5。总体而言，小鹏汽车的股票近几个月表现不错，去年大部分时间里它的表现都优于标普500指数，自我们 6 月份发表有关其业务的最新文章以来，目前已上涨约 5%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51f7c530182ce2c7abde426fcff7f474\" tg-width=\"1280\" tg-height=\"443\"><span>Chart: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表：寻求阿尔法</span></p></blockquote></p><p> One of the biggest achievements of XPeng is that it has managed to successfully navigate through the initial stages of the chip shortage crisis and made a lot of progress on improving its deliveries. The latestdatasuggests that there's still a strong demand for its offerings among tech-savvy Chinese consumers, as in June alone the company delivered a record 6,565 vehicles, an increase of 617% Y/Y. In addition, its Q2 deliveries were 17,398, up 439% Y/Y, while its 1H deliveries were 30,738 vehicles, up 459% Y/Y. Another good news is that the company's Q2 deliveries beat its projections of 15,500 - 16,000 units despite the pandemic and there's every reason to believe that the momentum is very likely to hold until the end of the year at the very least.</p><p><blockquote>小鹏汽车最大的成就之一是，它成功度过了芯片短缺危机的初始阶段，并在改善交付方面取得了很大进展。最新数据表明，精通技术的中国消费者对其产品的需求仍然强劲，仅在 6 月份，该公司就交付了创纪录的 6,565 辆汽车，同比增长 617%。此外，第二季度交付量为17,398辆，同比增长439%，上半年交付量为30,738辆，同比增长459%。另一个好消息是，尽管受到疫情的影响，该公司第二季度的交付量仍超过了 15,500 - 16,000 辆的预期，并且有充分的理由相信这一势头很可能至少会持续到今年年底。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0479a72617e0ff9759beb7f820fc0494\" tg-width=\"925\" tg-height=\"445\"><span>Source:InsideEVs</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：InsideEVs</span></p></blockquote></p><p> The biggest advantage of XPeng is that it operates in China, which is considered to be the biggest EV market in the world. Thanks to it, XPeng doesn't need to outsource its manufacturing or sales to other countries as it has a huge local market to sell to back at home. What's more important is that it also has strong governmental support, as some of its manufacturing facilities that are currently being built were co-financed by Chinese local governments. By receiving such help, XPeng is now on track to complete its third manufacturing facility in Wuhan, which will help it to reach an annual capacity of at least 300,000 vehicles. For comparison, Tesla (TSLA) in 2020 sold only 137,000 Model 3s in China. Therefore, an increase of the capacity to such substantial numbers signals that XPeng is ready to tackle the competition and increase its traction across the mainland going forward.</p><p><blockquote>小鹏汽车最大的优势在于其在中国运营，中国被认为是全球最大的电动汽车市场。得益于此，小鹏汽车不需要将制造或销售外包给其他国家，因为它有巨大的当地市场可以销售回国内。更重要的是，它还得到了政府的大力支持，因为它目前正在建设的一些制造设施是由中国地方政府共同出资的。通过获得这样的帮助，小鹏汽车现在有望在武汉完成其第三个制造工厂，这将有助于其达到至少30万辆的年产能。相比之下，特斯拉（TSLA）2020年仅在华售出13.7万辆Model 3。因此，如此大量的产能增加表明小鹏汽车已准备好应对竞争，并在未来增加其在内地的牵引力。</blockquote></p><p> Another important fact is that XPeng is more technologically advanced in China than Tesla and others. Almost half of its R&amp;D workforce works on autonomous driving software, and as a result, the company has managed to develop one of the most advanced navigation systems, which should help it to become one of the first to reach Level 5 automation in the following years. On top of that, over 5 million kilometers were alreadydrivenwith the help of the navigation system since its launch earlier this year, and the latest version of the software can now automaticallyparkthe car in garages without human help if it remembers the spot in which the vehicle was parked before.</p><p><blockquote>另一个重要的事实是，小鹏在国内比特斯拉等技术更先进。其近一半的研发人员致力于自动驾驶软件，因此，该公司成功开发了最先进的导航系统之一，这将有助于其在未来几年内成为首批达到 5 级自动化的公司之一。最重要的是，自今年早些时候推出以来，在导航系统的帮助下已经行驶了超过500万公里，如果该软件的最新版本记得车辆的位置，现在可以在没有人工帮助的情况下自动将汽车停放在车库里。车辆停放之前。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> As for the risks, we see a couple of them. First of all, XPengtradesat a price-to-sales ratio of ~16x and could be considered richly valued at its current market cap of around $37 billion. For that reason, it's not a good investment for long-term value shareholders, and for those who don't want to expose their portfolios to Chinese assets.</p><p><blockquote>至于风险，我们看到了几个。首先，小鹏贸易的市销率约为16倍，以其目前约370亿美元的市值来看，可以被认为是很有价值的。因此，对于长期价值股东以及那些不想将投资组合暴露于中国资产的人来说，这不是一项好的投资。</blockquote></p><p></p><p> In addition, there's a risk that the start of the potential China-US trade war could prevent XPeng from accessing the US capital markets, as its current shares could be delisted. To tackle this issue, the company just recentlyraisednearly $2 billion by executing another IPO on the Hong Kong stock exchange with a double main listing structure. This will help the company not only to have an access to the major capital market, but it will also give the Chinese mainland investors the ability to buy the stock through the Hong Kong Stock Connect, which should boost XPeng's valuation in the near future. On top of that, since XPeng's business doesn't have major exposure to outside markets, the blowback from the potential trade war will be minimal.</p><p><blockquote>此外，中美潜在贸易战的爆发可能会阻止小鹏汽车进入美国资本市场，因为其目前的股票可能会被退市。为了解决这个问题，该公司最近刚刚在香港联交所进行了另一次IPO，采用双重主要上市结构，筹集了近20亿美元。这不仅有助于该公司进入主要资本市场，还将使中国大陆投资者有能力通过港股通购买该股票，这应该会在不久的将来提振小鹏汽车的估值。最重要的是，由于小鹏汽车的业务对外部市场的敞口不大，潜在贸易战的影响将微乎其微。</blockquote></p><p> <b>Takeaway</b></p><p><blockquote><b>外卖</b></blockquote></p><p> Despite those risks, we should not forget that China is on track to significantly decrease its carbon footprint in the next four decades. Therefore, it's safe to assume that the penetration rate of electric vehicles on Chinese roads is only going to increase in the following decades. As a result, we believe that there's plenty of room for XPeng to drive growth at this stage, and considering its great performance in Q2, we also believe that it has all the chances to become one of the biggest EV manufacturers in the region.</p><p><blockquote>尽管存在这些风险，我们不应忘记，中国有望在未来四十年内大幅减少碳足迹。因此，可以有把握地假设，电动汽车在中国道路上的渗透率在未来几十年只会增加。因此，我们相信小鹏汽车现阶段有很大的增长空间，考虑到其在Q2的出色表现，我们也相信它完全有机会成为该地区最大的电动汽车制造商之一。</blockquote></p><p> The latest forecast suggests that XPeng could increase its revenues by 364% from $0.9 million in FY20 to $4.18 billion in FY22, while its EPS loss is also expected todecreasefrom -$0.33 in Q2'21 to only -$0.06 in Q3 and Q4. On top of that, the companyhad$5.12 billion in cash at the end of Q1, only $497 million in long-term debt, and thanks to the recent Honk Kong offering its liquidity position is already around $7 billion. As a result, XPeng doesn't have an overleveraged balance sheet, and thanks to the influx of new cash it's very unlikely that it'll be required to raise new debt or dilute its shareholders by offering new shares to fund its expansion. Therefore, we believe that its stock could be considered a growth play, especially since it has beenaddedto FTSE's indexes recently, which should help it to attract more attention from institutional investors.</p><p><blockquote>最新预测显示，小鹏汽车的收入可能会从 2020 财年的 90 万美元增长 364%，增至 2022 财年的 41.8 亿美元，而其每股收益亏损预计也将从 2021 财年第二季度的 -0.33 美元降至第三季度和第四季度的 -0.06 美元。最重要的是，该公司在第一季度末拥有 51.2 亿美元现金，长期债务仅为 4.97 亿美元，而且由于最近香港发行，其流动性头寸已经约为 70 亿美元。因此，小鹏汽车的资产负债表并没有过度杠杆化，而且由于新现金的涌入，它不太可能被要求筹集新债务或通过发行新股来为其扩张提供资金来稀释股东。因此，我们认为其股票可以被视为成长型股票，特别是因为它最近被纳入富时指数，这应该有助于它吸引更多机构投资者的关注。</blockquote></p><p> With all of this in mind, we also think that right now is a good entry point to purchase the company's shares, as the likely increase in deliveries and capacity along with the launch of the upcoming P5 sedan in the following months could push its stock to higher levels. For that reason, we have no plans to cover our long position in XPeng anytime soon.</p><p><blockquote>考虑到所有这些，我们还认为现在是购买该公司股票的一个很好的切入点，因为未来几个月即将推出的 P5 轿车可能会增加交付量和产能，这可能会将其股价推向更高的水平。因此，我们没有计划在短期内回补我们在小鹏汽车的好仓。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4438413-xpeng-leader-of-chinese-vehicle-electrification-efforts\">seekingalpha</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":{"XPEV":"小鹏集团","09868":"小鹏集团-W"},"source_url":"https://seekingalpha.com/article/4438413-xpeng-leader-of-chinese-vehicle-electrification-efforts","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184476863","content_text":"Summary\n\nThe aggressive growth of deliveries should help XPeng to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters.\nBy being one of the most technologically advanced electric vehicle companies in China, XPeng has all the chances to become one of the first automakers to reach Level 5 automation.\nWe continue to believe that XPeng is a solid growth play and if you’re a momentum investor, then now is a good time to purchase its shares.\n\nRobert Way/iStock Editorial via Getty Images\nThe aggressive growth of deliveries should help XPeng (XPEV) to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters. In addition, by being one of the most technologically advanced electric vehicle companies in China, XPeng also has all the chances to become one of the first automakers to reach Level 5 automation in the following years. Considering this, we continue to believe that XPeng is a solid growth play and if you're a momentum investor, then now is a good time to purchase its shares.\nFiring On All Cylinders\nXPeng is one of the biggest EV manufacturers in China. Currently, it produces an SUV that goes under the name G3 and a sedan that's called P7. In addition, the company plans to release an upgraded version of its SUV called G3i in September and a new family-friendly sedan P5 by the end of the year. Overall, XPeng's stock showed decent results in recent months, as it has outperformed the S&P 500 Index for most of the last year, and is currently up ~5% since our latest article about its business was published in June.\nChart: Seeking Alpha\nOne of the biggest achievements of XPeng is that it has managed to successfully navigate through the initial stages of the chip shortage crisis and made a lot of progress on improving its deliveries. The latestdatasuggests that there's still a strong demand for its offerings among tech-savvy Chinese consumers, as in June alone the company delivered a record 6,565 vehicles, an increase of 617% Y/Y. In addition, its Q2 deliveries were 17,398, up 439% Y/Y, while its 1H deliveries were 30,738 vehicles, up 459% Y/Y. Another good news is that the company's Q2 deliveries beat its projections of 15,500 - 16,000 units despite the pandemic and there's every reason to believe that the momentum is very likely to hold until the end of the year at the very least.\nSource:InsideEVs\nThe biggest advantage of XPeng is that it operates in China, which is considered to be the biggest EV market in the world. Thanks to it, XPeng doesn't need to outsource its manufacturing or sales to other countries as it has a huge local market to sell to back at home. What's more important is that it also has strong governmental support, as some of its manufacturing facilities that are currently being built were co-financed by Chinese local governments. By receiving such help, XPeng is now on track to complete its third manufacturing facility in Wuhan, which will help it to reach an annual capacity of at least 300,000 vehicles. For comparison, Tesla (TSLA) in 2020 sold only 137,000 Model 3s in China. Therefore, an increase of the capacity to such substantial numbers signals that XPeng is ready to tackle the competition and increase its traction across the mainland going forward.\nAnother important fact is that XPeng is more technologically advanced in China than Tesla and others. Almost half of its R&D workforce works on autonomous driving software, and as a result, the company has managed to develop one of the most advanced navigation systems, which should help it to become one of the first to reach Level 5 automation in the following years. On top of that, over 5 million kilometers were alreadydrivenwith the help of the navigation system since its launch earlier this year, and the latest version of the software can now automaticallyparkthe car in garages without human help if it remembers the spot in which the vehicle was parked before.\nRisks\nAs for the risks, we see a couple of them. First of all, XPengtradesat a price-to-sales ratio of ~16x and could be considered richly valued at its current market cap of around $37 billion. For that reason, it's not a good investment for long-term value shareholders, and for those who don't want to expose their portfolios to Chinese assets.\nIn addition, there's a risk that the start of the potential China-US trade war could prevent XPeng from accessing the US capital markets, as its current shares could be delisted. To tackle this issue, the company just recentlyraisednearly $2 billion by executing another IPO on the Hong Kong stock exchange with a double main listing structure. This will help the company not only to have an access to the major capital market, but it will also give the Chinese mainland investors the ability to buy the stock through the Hong Kong Stock Connect, which should boost XPeng's valuation in the near future. On top of that, since XPeng's business doesn't have major exposure to outside markets, the blowback from the potential trade war will be minimal.\nTakeaway\nDespite those risks, we should not forget that China is on track to significantly decrease its carbon footprint in the next four decades. Therefore, it's safe to assume that the penetration rate of electric vehicles on Chinese roads is only going to increase in the following decades. As a result, we believe that there's plenty of room for XPeng to drive growth at this stage, and considering its great performance in Q2, we also believe that it has all the chances to become one of the biggest EV manufacturers in the region.\nThe latest forecast suggests that XPeng could increase its revenues by 364% from $0.9 million in FY20 to $4.18 billion in FY22, while its EPS loss is also expected todecreasefrom -$0.33 in Q2'21 to only -$0.06 in Q3 and Q4. On top of that, the companyhad$5.12 billion in cash at the end of Q1, only $497 million in long-term debt, and thanks to the recent Honk Kong offering its liquidity position is already around $7 billion. As a result, XPeng doesn't have an overleveraged balance sheet, and thanks to the influx of new cash it's very unlikely that it'll be required to raise new debt or dilute its shareholders by offering new shares to fund its expansion. Therefore, we believe that its stock could be considered a growth play, especially since it has beenaddedto FTSE's indexes recently, which should help it to attract more attention from institutional investors.\nWith all of this in mind, we also think that right now is a good entry point to purchase the company's shares, as the likely increase in deliveries and capacity along with the launch of the upcoming P5 sedan in the following months could push its stock to higher levels. For that reason, we have no plans to cover our long position in XPeng anytime soon.","news_type":1,"symbols_score_info":{"09868":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173684968,"gmtCreate":1626657703954,"gmtModify":1633925203326,"author":{"id":"3575867013914101","authorId":"3575867013914101","name":"BpchuA","avatar":"https://static.tigerbbs.com/dd3500e66cc249b4480fcc30d7cd6409","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575867013914101","authorIdStr":"3575867013914101"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/173684968","repostId":"1115583456","repostType":4,"isVote":1,"tweetType":1,"viewCount":814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354361207,"gmtCreate":1617145004409,"gmtModify":1634522479867,"author":{"id":"3575867013914101","authorId":"3575867013914101","name":"BpchuA","avatar":"https://static.tigerbbs.com/dd3500e66cc249b4480fcc30d7cd6409","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575867013914101","authorIdStr":"3575867013914101"},"themes":[],"title":"","htmlText":"So good&nbsp;","listText":"So good&nbsp;","text":"So good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/354361207","repostId":"1197036473","repostType":4,"isVote":1,"tweetType":1,"viewCount":592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354363771,"gmtCreate":1617144960793,"gmtModify":1634522480347,"author":{"id":"3575867013914101","authorId":"3575867013914101","name":"BpchuA","avatar":"https://static.tigerbbs.com/dd3500e66cc249b4480fcc30d7cd6409","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575867013914101","authorIdStr":"3575867013914101"},"themes":[],"title":"","htmlText":"Must buy","listText":"Must buy","text":"Must buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/354363771","repostId":"1163996400","repostType":4,"isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":363238723,"gmtCreate":1614140511462,"gmtModify":1634551013553,"author":{"id":"3575867013914101","authorId":"3575867013914101","name":"BpchuA","avatar":"https://static.tigerbbs.com/dd3500e66cc249b4480fcc30d7cd6409","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575867013914101","authorIdStr":"3575867013914101"},"themes":[],"title":"","htmlText":"We shd buy stock to beat inflation&nbsp;","listText":"We shd buy stock to beat inflation&nbsp;","text":"We shd buy stock to beat inflation","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/363238723","repostId":"2113835326","repostType":4,"repost":{"id":"2113835326","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":1614138972,"share":"https://www.laohunote.com/m/news/2113835326?lang=zh_CN&edition=full","pubTime":"2021-02-24 11:56","market":"us","language":"en","title":"The RealReal Missed On Earnings, But Analysts See Hope As Economy Reopens<blockquote>RealReal 未能实现盈利，但随着经济重新开放，分析师看到了希望</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2113835326","media":"Benzinga Earnings","summary":"RealReal Inc (NASDAQ:REAL) shares were trading lower Tuesday after the company reported earnings tha","content":"<p><b>RealReal Inc</b>&nbsp;(NASDAQ:REAL) shares were trading lower Tuesday after the company reported earnings that missed expectations.</p><p><blockquote><b>RealReal公司</b>（纳斯达克股票代码：REAL）该公司公布的盈利低于预期后，周二股价走低。</blockquote></p><p> On Monday, the RealReal&nbsp;reported a fourth-quarter adjusted loss of 49 cents per share, missing the Street estimate by eight cents. The company&nbsp;reported revenue of $84.6 million, down 13.09% compared to the same period last year, missing the Street estimate of $94 million.</p><p><blockquote>周一，RealReal 公布第四季度调整后每股亏损 49 美分，比华尔街预期低 8 美分。该公司报告营收为 8460 万美元，比去年同期下降 13.09%，低于华尔街预期的 9400 万美元。</blockquote></p><p> RealReal saw declining revenues in 2020 brought on by the pandemic but is optimistic it will continue to grow its business as the economy continues to reopen.</p><p><blockquote>受疫情影响，RealReal 在 2020 年收入有所下降，但乐观地认为，随着经济继续重新开放，其业务将继续增长。</blockquote></p><p> “We are seeing encouraging signs of recovery, with December GMV back to growth and quarter-to-date trends even stronger,” Julie Wainwright, founder, CEO and&nbsp;chairperson of the RealReal said on a conference call.</p><p><blockquote>“RealReal 创始人、首席执行官兼董事长 Julie Wainwright 在电话会议上说：”我们看到了令人鼓舞的复苏迹象，12 月份的 GMV 恢复增长，本季度迄今为止的趋势更加强劲。</blockquote></p><p> The luxury consignment store, which has an online and brick-and-mortar footprint, plans to open 10 new stores in 2021.</p><p><blockquote>这家奢侈品寄售店拥有在线和实体业务，计划在2021年开设10家新店。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/REAL\">The RealReal</a>’s Expansion Costs:</b> Although analysts expect the RealReal&nbsp;to improve its revenue growth&nbsp;as it expands its vendors, “We do see higher costs across the board in '21 given: 1) The rollout of 10 neighborhood stores, 2) the opening of the new Arizona authentication center, 3) investments in technology, and 4) increased sales hiring ahead of the expected demand increase,” <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Lauren Schenk said in a note.</p><p><blockquote><b><a href=\"https://laohu8.com/S/REAL\">真实的</a>扩张成本：</b>尽管分析师预计 RealReal 将随着供应商的扩张而提高收入增长，但 “鉴于以下因素，我们确实认为 21 年的成本将全面上升：1) 推出 10 家社区商店，2) 开设新的亚利桑那州认证中心，3) 对技术的投资，以及 4) 在预期的需求增长之前增加销售招聘，”<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>分析师劳伦·申克在一份报告中表示。</blockquote></p><p> Although Raymond James analyst Aaron Kessler believes the RealReal&nbsp;may struggle in the near-term, due to the high costs of its business expansion plans, he remains positive on the company’s fundamentals long-term.</p><p><blockquote>尽管雷蒙德-詹姆斯（Raymond James）分析师亚伦-凯斯勒（Aaron Kessler）认为，由于业务扩张计划的高昂成本，RealReal 在短期内可能会陷入困境，但他对公司的长期基本面仍然持乐观态度。</blockquote></p><p> “Elevated near-term expenses (new Arizona facility, retail expansion) will likely weigh on street EBITDA estimates though they should position the company for stronger long-term growth and operating leverage,” the analyst said.</p><p><blockquote>“这位分析师说：”近期支出（亚利桑那州新工厂、零售扩张）的增加可能会对 street EBITDA 的预测造成压力，但这应该会使公司拥有更强劲的长期增长和运营杠杆。</blockquote></p><p> <b>The RealReal's Position As The Economy Reopens:</b> “We see REAL as <a href=\"https://laohu8.com/S/AONE\">one</a> of the ecommerce names most levered to the reopening given not only its end market demand (luxury/apparel), but also its supply dynamics,” Schenk said.</p><p><blockquote><b>随着经济重新开放，RealReal 的地位：</b>“我们认为真实<a href=\"https://laohu8.com/S/AONE\">一</a>申克说：“在电子商务公司中，不仅是因为其终端市场需求（奢侈品/服装），还因为其供应动态。”</blockquote></p><p> KeyBanc analyst Edward Yruma sees increased revenue coming from the RealReal&nbsp;planned opening of the new brick-and-mortar stores in 2021.</p><p><blockquote>KeyBanc 分析师 Edward Yruma 预计，RealReal 计划于 2021 年开设的新实体店将带来收入增加。</blockquote></p><p> “Neighborhood stores should serve as effective marketing tools not only for increasing supply, but also for attracting new buyers,” the analyst said</p><p><blockquote>“这位分析师说：”社区商店应该成为有效的营销工具，不仅可以增加供应量，还可以吸引新买家。</blockquote></p><p> Needham analyst Rick Patel believes revenue will accelerate over the next few quarters as customers return to consigning, which will help the RealReal&nbsp;boost its inventory.</p><p><blockquote>Needham 分析师 Rick Patel 认为，随着客户恢复寄售，未来几个季度收入将加速增长，这将有助于 RealReal 增加库存。</blockquote></p><p> “Over the past year, REAL has been more supply constrained than demand constrained. When the pandemic began, supply units were (46%) in April ’20 but are now on an improving trend with 4Q20 units +13%,” the analyst said.</p><p><blockquote>“在过去的一年里，雷亚尔受到的供应限制大于需求限制。这位分析师说：”大流行开始时，20 年 4 月的供应单位为（46%），但现在呈上升趋势，2020年第四季度单位为+13%。</blockquote></p><p> Raymond James analyst Kessler believes the recovery is priced in.</p><p><blockquote>Raymond James 分析师凯斯勒认为，复苏是有代价的。</blockquote></p><p> “While we remain positive on long-term fundamentals (large luxury goods market shifting online, 25% longterm growth outlook, 20%+ long-term EBITDA margins), we believe risk reward is more balanced at current levels,” the analyst said.</p><p><blockquote>“这位分析师说：”虽然我们对长期基本面（大型奢侈品市场转向线上、25% 的长期增长前景、20% 以上的长期 EBITDA 利润率）保持乐观，但我们认为，在目前的水平下，风险回报更加平衡。</blockquote></p><p> <b>The RealReal Ratings, Price Targets:</b>&nbsp;KeyBanc maintained its Overweight rating and price target of $32.</p><p><blockquote><b>RealReal 评级、价格目标：</b>KeyBanc 维持其跑赢大盘评级和 32 美元的目标价。</blockquote></p><p> Morgan Stanley maintained its Equal-weight rating and increased its price target from $17 to $25.</p><p><blockquote>摩根士丹利维持等权重评级，并将目标价从 17 美元上调至 25 美元。</blockquote></p><p> Needham maintained a Hold rating.</p><p><blockquote>李约瑟维持持有评级。</blockquote></p><p> Raymond James downgraded its rating from Outperform to Market Perform and maintained a price target of $17.</p><p><blockquote>Raymond James 将评级从跑赢大盘下调至大盘，并维持 17 美元的目标价。</blockquote></p><p> RealReal's stock closed down 13.32% at $24.82 per share.</p><p><blockquote>RealReal 股价收盘下跌 13.32%，至每股 24.82 美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4b9d9d0ea8ca2f4768fd7d380c08ef7a\" tg-width=\"1051\" tg-height=\"243\"></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>The RealReal Missed On Earnings, But Analysts See Hope As Economy Reopens<blockquote>RealReal 未能实现盈利，但随着经济重新开放，分析师看到了希望</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe RealReal Missed On Earnings, But Analysts See Hope As Economy Reopens<blockquote>RealReal 未能实现盈利，但随着经济重新开放，分析师看到了希望</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\">2021-02-24 11:56</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>RealReal Inc</b>&nbsp;(NASDAQ:REAL) shares were trading lower Tuesday after the company reported earnings that missed expectations.</p><p><blockquote><b>RealReal公司</b>（纳斯达克股票代码：REAL）该公司公布的盈利低于预期后，周二股价走低。</blockquote></p><p> On Monday, the RealReal&nbsp;reported a fourth-quarter adjusted loss of 49 cents per share, missing the Street estimate by eight cents. The company&nbsp;reported revenue of $84.6 million, down 13.09% compared to the same period last year, missing the Street estimate of $94 million.</p><p><blockquote>周一，RealReal 公布第四季度调整后每股亏损 49 美分，比华尔街预期低 8 美分。该公司报告营收为 8460 万美元，比去年同期下降 13.09%，低于华尔街预期的 9400 万美元。</blockquote></p><p> RealReal saw declining revenues in 2020 brought on by the pandemic but is optimistic it will continue to grow its business as the economy continues to reopen.</p><p><blockquote>受疫情影响，RealReal 在 2020 年收入有所下降，但乐观地认为，随着经济继续重新开放，其业务将继续增长。</blockquote></p><p> “We are seeing encouraging signs of recovery, with December GMV back to growth and quarter-to-date trends even stronger,” Julie Wainwright, founder, CEO and&nbsp;chairperson of the RealReal said on a conference call.</p><p><blockquote>“RealReal 创始人、首席执行官兼董事长 Julie Wainwright 在电话会议上说：”我们看到了令人鼓舞的复苏迹象，12 月份的 GMV 恢复增长，本季度迄今为止的趋势更加强劲。</blockquote></p><p> The luxury consignment store, which has an online and brick-and-mortar footprint, plans to open 10 new stores in 2021.</p><p><blockquote>这家奢侈品寄售店拥有在线和实体业务，计划在2021年开设10家新店。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/REAL\">The RealReal</a>’s Expansion Costs:</b> Although analysts expect the RealReal&nbsp;to improve its revenue growth&nbsp;as it expands its vendors, “We do see higher costs across the board in '21 given: 1) The rollout of 10 neighborhood stores, 2) the opening of the new Arizona authentication center, 3) investments in technology, and 4) increased sales hiring ahead of the expected demand increase,” <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Lauren Schenk said in a note.</p><p><blockquote><b><a href=\"https://laohu8.com/S/REAL\">真实的</a>扩张成本：</b>尽管分析师预计 RealReal 将随着供应商的扩张而提高收入增长，但 “鉴于以下因素，我们确实认为 21 年的成本将全面上升：1) 推出 10 家社区商店，2) 开设新的亚利桑那州认证中心，3) 对技术的投资，以及 4) 在预期的需求增长之前增加销售招聘，”<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>分析师劳伦·申克在一份报告中表示。</blockquote></p><p> Although Raymond James analyst Aaron Kessler believes the RealReal&nbsp;may struggle in the near-term, due to the high costs of its business expansion plans, he remains positive on the company’s fundamentals long-term.</p><p><blockquote>尽管雷蒙德-詹姆斯（Raymond James）分析师亚伦-凯斯勒（Aaron Kessler）认为，由于业务扩张计划的高昂成本，RealReal 在短期内可能会陷入困境，但他对公司的长期基本面仍然持乐观态度。</blockquote></p><p> “Elevated near-term expenses (new Arizona facility, retail expansion) will likely weigh on street EBITDA estimates though they should position the company for stronger long-term growth and operating leverage,” the analyst said.</p><p><blockquote>“这位分析师说：”近期支出（亚利桑那州新工厂、零售扩张）的增加可能会对 street EBITDA 的预测造成压力，但这应该会使公司拥有更强劲的长期增长和运营杠杆。</blockquote></p><p> <b>The RealReal's Position As The Economy Reopens:</b> “We see REAL as <a href=\"https://laohu8.com/S/AONE\">one</a> of the ecommerce names most levered to the reopening given not only its end market demand (luxury/apparel), but also its supply dynamics,” Schenk said.</p><p><blockquote><b>随着经济重新开放，RealReal 的地位：</b>“我们认为真实<a href=\"https://laohu8.com/S/AONE\">一</a>申克说：“在电子商务公司中，不仅是因为其终端市场需求（奢侈品/服装），还因为其供应动态。”</blockquote></p><p> KeyBanc analyst Edward Yruma sees increased revenue coming from the RealReal&nbsp;planned opening of the new brick-and-mortar stores in 2021.</p><p><blockquote>KeyBanc 分析师 Edward Yruma 预计，RealReal 计划于 2021 年开设的新实体店将带来收入增加。</blockquote></p><p> “Neighborhood stores should serve as effective marketing tools not only for increasing supply, but also for attracting new buyers,” the analyst said</p><p><blockquote>“这位分析师说：”社区商店应该成为有效的营销工具，不仅可以增加供应量，还可以吸引新买家。</blockquote></p><p> Needham analyst Rick Patel believes revenue will accelerate over the next few quarters as customers return to consigning, which will help the RealReal&nbsp;boost its inventory.</p><p><blockquote>Needham 分析师 Rick Patel 认为，随着客户恢复寄售，未来几个季度收入将加速增长，这将有助于 RealReal 增加库存。</blockquote></p><p> “Over the past year, REAL has been more supply constrained than demand constrained. When the pandemic began, supply units were (46%) in April ’20 but are now on an improving trend with 4Q20 units +13%,” the analyst said.</p><p><blockquote>“在过去的一年里，雷亚尔受到的供应限制大于需求限制。这位分析师说：”大流行开始时，20 年 4 月的供应单位为（46%），但现在呈上升趋势，2020年第四季度单位为+13%。</blockquote></p><p> Raymond James analyst Kessler believes the recovery is priced in.</p><p><blockquote>Raymond James 分析师凯斯勒认为，复苏是有代价的。</blockquote></p><p> “While we remain positive on long-term fundamentals (large luxury goods market shifting online, 25% longterm growth outlook, 20%+ long-term EBITDA margins), we believe risk reward is more balanced at current levels,” the analyst said.</p><p><blockquote>“这位分析师说：”虽然我们对长期基本面（大型奢侈品市场转向线上、25% 的长期增长前景、20% 以上的长期 EBITDA 利润率）保持乐观，但我们认为，在目前的水平下，风险回报更加平衡。</blockquote></p><p> <b>The RealReal Ratings, Price Targets:</b>&nbsp;KeyBanc maintained its Overweight rating and price target of $32.</p><p><blockquote><b>RealReal 评级、价格目标：</b>KeyBanc 维持其跑赢大盘评级和 32 美元的目标价。</blockquote></p><p> Morgan Stanley maintained its Equal-weight rating and increased its price target from $17 to $25.</p><p><blockquote>摩根士丹利维持等权重评级，并将目标价从 17 美元上调至 25 美元。</blockquote></p><p> Needham maintained a Hold rating.</p><p><blockquote>李约瑟维持持有评级。</blockquote></p><p> Raymond James downgraded its rating from Outperform to Market Perform and maintained a price target of $17.</p><p><blockquote>Raymond James 将评级从跑赢大盘下调至大盘，并维持 17 美元的目标价。</blockquote></p><p> RealReal's stock closed down 13.32% at $24.82 per share.</p><p><blockquote>RealReal 股价收盘下跌 13.32%，至每股 24.82 美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4b9d9d0ea8ca2f4768fd7d380c08ef7a\" tg-width=\"1051\" tg-height=\"243\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"REAL":"The RealReal"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2113835326","content_text":"RealReal Inc (NASDAQ:REAL) shares were trading lower Tuesday after the company reported earnings that missed expectations.\nOn Monday, the RealReal reported a fourth-quarter adjusted loss of 49 cents per share, missing the Street estimate by eight cents. The company reported revenue of $84.6 million, down 13.09% compared to the same period last year, missing the Street estimate of $94 million.\nRealReal saw declining revenues in 2020 brought on by the pandemic but is optimistic it will continue to grow its business as the economy continues to reopen.\n“We are seeing encouraging signs of recovery, with December GMV back to growth and quarter-to-date trends even stronger,” Julie Wainwright, founder, CEO and chairperson of the RealReal said on a conference call.\nThe luxury consignment store, which has an online and brick-and-mortar footprint, plans to open 10 new stores in 2021.\nThe RealReal’s Expansion Costs: Although analysts expect the RealReal to improve its revenue growth as it expands its vendors, “We do see higher costs across the board in '21 given: 1) The rollout of 10 neighborhood stores, 2) the opening of the new Arizona authentication center, 3) investments in technology, and 4) increased sales hiring ahead of the expected demand increase,” Morgan Stanley analyst Lauren Schenk said in a note.\nAlthough Raymond James analyst Aaron Kessler believes the RealReal may struggle in the near-term, due to the high costs of its business expansion plans, he remains positive on the company’s fundamentals long-term.\n“Elevated near-term expenses (new Arizona facility, retail expansion) will likely weigh on street EBITDA estimates though they should position the company for stronger long-term growth and operating leverage,” the analyst said.\nThe RealReal's Position As The Economy Reopens: “We see REAL as one of the ecommerce names most levered to the reopening given not only its end market demand (luxury/apparel), but also its supply dynamics,” Schenk said.\nKeyBanc analyst Edward Yruma sees increased revenue coming from the RealReal planned opening of the new brick-and-mortar stores in 2021.\n“Neighborhood stores should serve as effective marketing tools not only for increasing supply, but also for attracting new buyers,” the analyst said\nNeedham analyst Rick Patel believes revenue will accelerate over the next few quarters as customers return to consigning, which will help the RealReal boost its inventory.\n“Over the past year, REAL has been more supply constrained than demand constrained. When the pandemic began, supply units were (46%) in April ’20 but are now on an improving trend with 4Q20 units +13%,” the analyst said.\nRaymond James analyst Kessler believes the recovery is priced in.\n“While we remain positive on long-term fundamentals (large luxury goods market shifting online, 25% longterm growth outlook, 20%+ long-term EBITDA margins), we believe risk reward is more balanced at current levels,” the analyst said.\nThe RealReal Ratings, Price Targets: KeyBanc maintained its Overweight rating and price target of $32.\nMorgan Stanley maintained its Equal-weight rating and increased its price target from $17 to $25.\nNeedham maintained a Hold rating.\nRaymond James downgraded its rating from Outperform to Market Perform and maintained a price target of $17.\nRealReal's stock closed down 13.32% at $24.82 per share.","news_type":1,"symbols_score_info":{"REAL":0.9}},"isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893654617,"gmtCreate":1628260951639,"gmtModify":1631888713239,"author":{"id":"3575867013914101","authorId":"3575867013914101","name":"BpchuA","avatar":"https://static.tigerbbs.com/dd3500e66cc249b4480fcc30d7cd6409","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575867013914101","authorIdStr":"3575867013914101"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/893654617","repostId":"1155656235","repostType":4,"repost":{"id":"1155656235","kind":"news","pubTimestamp":1628227304,"share":"https://www.laohunote.com/m/news/1155656235?lang=zh_CN&edition=full","pubTime":"2021-08-06 13:21","market":"us","language":"en","title":"20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的 20 只云股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155656235","media":"MarketWatch","summary":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales ","content":"<p>Cloud ETFs are close to record highs, propelled by a rally in the sector</p><p><blockquote>在行业反弹的推动下，云 ETF 接近历史新高</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78101d8010e186fe4df59b2ef82b5de6\" tg-width=\"700\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Analysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)</span></p><p><blockquote><p class=\"t-img-caption\"><span>分析师预计提供云服务的公司未来销售额将实现强劲增长。（盖蒂图片社/iStockphoto）</span></p></blockquote></p><p> U.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.</p><p><blockquote>尽管来自中国大陆的传言和德尔塔变异毒株感染人数激增，美国投资者仍然看好。</blockquote></p><p> Cloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.</p><p><blockquote>云公司——那些处于通过互联网将计算能力转变为分布式模型的最前沿的公司——预计将在未来几年快速增长，覆盖该领域的五大交易所交易基金中有四家接近创下历史新高。</blockquote></p><p> Below is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.</p><p><blockquote>下面是这些 ETF 持有的股票屏幕，显示了预计到 2023 年销售额增幅最大的股票。在一个有许多参与者处于相对早期阶段的行业中，销售额的增长而不是盈利的增长可能是股价的最佳驱动因素。</blockquote></p><p> To begin the screen, we looked at the five largest cloud ETFs:</p><p><blockquote>为了开始屏幕，我们查看了五个最大的云 ETF：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36209ce827d95e822cad5128be8b146a\" tg-width=\"933\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> ETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.</p><p><blockquote>ETF 可能是您采取广泛方法长期参与云革命的最佳方式。如果您对任何 ETF 感兴趣，您应该查看基金经理的网站。</blockquote></p><p> Here’s a comparison of total returns through Aug. 4, along with those for the SPDR S&amp;P 500 ETF&nbsp;and the Invesco QQQ Trust&nbsp;(which tracks the Nasdaq-100 Index) for comparison:</p><p><blockquote>以下是截至 8 月 4 日的总回报率对比，以及 SPDR 标普500 ETF 和景顺 QQQ 信托基金（追踪纳斯达克 100 指数）的总回报率对比：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/242f135b3c7cca3cbaae3ee574023c1f\" tg-width=\"942\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> The ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF&nbsp;is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.</p><p><blockquote>ETF 的方法各不相同。例如，方舟下一代互联网ETF是唯一一只主动管理的。其他人跟踪索引。根据ARK Invest 8月5日发布的信息，它也是唯一一家持有特斯拉公司股票的公司，该公司占该投资组合的10.65%。特斯拉是一家电动汽车制造商，但它也可以被视为一家云公司，因为它不断通过互联网分发软件更新，并提供其他基于云的服务。</blockquote></p><p> Another holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.</p><p><blockquote>在五只云 ETF 中，ARKW 的另一个独特持股是华特迪士尼公司（Walt Disney Co.），该公司通过其 Disney+ 流媒体服务无疑是一家重要的云公司，尽管该公司没有直接说明其销售额中有多少来自这一快速增长的领域。</blockquote></p><p> As part of its description of ARKW, FactSet says the following:</p><p><blockquote>FactSet 对 ARKW 描述的一部分如下：</blockquote></p><p> <i>“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”</i></p><p><blockquote><i>“从广义上讲，ARKW 的管理者似乎专注于物联网、云计算、数字货币和可穿戴技术等热门词汇。虽然该基金的重点可能是吸引对这些新技术充满信心的投资者，但投资组合的实施却是一项更加艰巨的任务： 大多数开发这些进步的公司都是大公司，新兴技术只占总收入的一小部分。因此，要获得 ARKW 的目标技术的纯粹权限是非常困难的--因此，一定要确认该基金的持有量--而不仅仅是其论点--与您对该领域的看法相一致。</i></blockquote></p><p> <b>Cloud-stock screen</b></p><p><blockquote><b>云库存屏幕</b></blockquote></p><p> Together, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)</p><p><blockquote>上面列出的五只云ETF总共持有147只股票。为了预测 2023 年的销售增长，我们使用 2020 年日历销售预测作为基线，然后查看 FactSet 调查的分析师对未来三年的共识预测（如果有）。(2020 年的数字是估计值，因为许多公司的财政年度与日历不符）。</blockquote></p><p> To make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.</p><p><blockquote>为了确保我们有一套可靠的估计，我们将小组范围限制在 FactSet 调查的至少五名分析师所涵盖的 126 家公司，这些公司提供了 2020 年至 2023 年的共识销售估计。</blockquote></p><p> Here are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:</p><p><blockquote>以下是预计到 2023 年销售额复合年增长率 (CAGR) 最高的 20 家公司：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/517a23591cde159fb889ab80abc4bcc6\" tg-width=\"934\" tg-height=\"765\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6af2cf5b5f9f0ce50f8f023ac7babc7f\" tg-width=\"935\" tg-height=\"717\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b88ebe72e09cb9ce3294269f0a4ae431\" tg-width=\"935\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> There are actually 21 stocks listed, including Zillow Group Inc.’s Class A&nbsp;and Class C&nbsp;shares.</p><p><blockquote>实际上有 21 只股票上市，包括 Zillow Group Inc. 的 A 类股票和 C 类股票。</blockquote></p><p> It is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.</p><p><blockquote>有趣的是，该名单以 ARKW 持有的股票为主。该基金对云公司有广泛的定义，也关注销售增长。</blockquote></p><p></p><p> Here are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.</p><p><blockquote>以下是基于未来 12 个月共识估计的当前远期市销率，以及当前市值与 2023 年预计销售额的比率和分析师对股票的意见摘要。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/19b9c4bf1d8b1abcfa76b7d008a47ad7\" tg-width=\"938\" tg-height=\"805\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/2ff191189c5d7d2f31698843734ca3cc\" tg-width=\"933\" tg-height=\"773\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9543489c4d52d3f1a69dfdcf170115\" tg-width=\"930\" tg-height=\"242\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> In comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.</p><p><blockquote>相比之下，SPDR标普500指数ETF的远期市销率为 2.8，2023 年预计市销率为 2.6。QQQ 目前的市盈率为 4.7，2023 年将下降至 4.3。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的 20 只云股票</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\">\n20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的 20 只云股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-06 13:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Cloud ETFs are close to record highs, propelled by a rally in the sector</p><p><blockquote>在行业反弹的推动下，云 ETF 接近历史新高</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78101d8010e186fe4df59b2ef82b5de6\" tg-width=\"700\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Analysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)</span></p><p><blockquote><p class=\"t-img-caption\"><span>分析师预计提供云服务的公司未来销售额将实现强劲增长。（盖蒂图片社/iStockphoto）</span></p></blockquote></p><p> U.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.</p><p><blockquote>尽管来自中国大陆的传言和德尔塔变异毒株感染人数激增，美国投资者仍然看好。</blockquote></p><p> Cloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.</p><p><blockquote>云公司——那些处于通过互联网将计算能力转变为分布式模型的最前沿的公司——预计将在未来几年快速增长，覆盖该领域的五大交易所交易基金中有四家接近创下历史新高。</blockquote></p><p> Below is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.</p><p><blockquote>下面是这些 ETF 持有的股票屏幕，显示了预计到 2023 年销售额增幅最大的股票。在一个有许多参与者处于相对早期阶段的行业中，销售额的增长而不是盈利的增长可能是股价的最佳驱动因素。</blockquote></p><p> To begin the screen, we looked at the five largest cloud ETFs:</p><p><blockquote>为了开始屏幕，我们查看了五个最大的云 ETF：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36209ce827d95e822cad5128be8b146a\" tg-width=\"933\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> ETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.</p><p><blockquote>ETF 可能是您采取广泛方法长期参与云革命的最佳方式。如果您对任何 ETF 感兴趣，您应该查看基金经理的网站。</blockquote></p><p> Here’s a comparison of total returns through Aug. 4, along with those for the SPDR S&amp;P 500 ETF&nbsp;and the Invesco QQQ Trust&nbsp;(which tracks the Nasdaq-100 Index) for comparison:</p><p><blockquote>以下是截至 8 月 4 日的总回报率对比，以及 SPDR 标普500 ETF 和景顺 QQQ 信托基金（追踪纳斯达克 100 指数）的总回报率对比：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/242f135b3c7cca3cbaae3ee574023c1f\" tg-width=\"942\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> The ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF&nbsp;is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.</p><p><blockquote>ETF 的方法各不相同。例如，方舟下一代互联网ETF是唯一一只主动管理的。其他人跟踪索引。根据ARK Invest 8月5日发布的信息，它也是唯一一家持有特斯拉公司股票的公司，该公司占该投资组合的10.65%。特斯拉是一家电动汽车制造商，但它也可以被视为一家云公司，因为它不断通过互联网分发软件更新，并提供其他基于云的服务。</blockquote></p><p> Another holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.</p><p><blockquote>在五只云 ETF 中，ARKW 的另一个独特持股是华特迪士尼公司（Walt Disney Co.），该公司通过其 Disney+ 流媒体服务无疑是一家重要的云公司，尽管该公司没有直接说明其销售额中有多少来自这一快速增长的领域。</blockquote></p><p> As part of its description of ARKW, FactSet says the following:</p><p><blockquote>FactSet 对 ARKW 描述的一部分如下：</blockquote></p><p> <i>“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”</i></p><p><blockquote><i>“从广义上讲，ARKW 的管理者似乎专注于物联网、云计算、数字货币和可穿戴技术等热门词汇。虽然该基金的重点可能是吸引对这些新技术充满信心的投资者，但投资组合的实施却是一项更加艰巨的任务： 大多数开发这些进步的公司都是大公司，新兴技术只占总收入的一小部分。因此，要获得 ARKW 的目标技术的纯粹权限是非常困难的--因此，一定要确认该基金的持有量--而不仅仅是其论点--与您对该领域的看法相一致。</i></blockquote></p><p> <b>Cloud-stock screen</b></p><p><blockquote><b>云库存屏幕</b></blockquote></p><p> Together, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)</p><p><blockquote>上面列出的五只云ETF总共持有147只股票。为了预测 2023 年的销售增长，我们使用 2020 年日历销售预测作为基线，然后查看 FactSet 调查的分析师对未来三年的共识预测（如果有）。(2020 年的数字是估计值，因为许多公司的财政年度与日历不符）。</blockquote></p><p> To make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.</p><p><blockquote>为了确保我们有一套可靠的估计，我们将小组范围限制在 FactSet 调查的至少五名分析师所涵盖的 126 家公司，这些公司提供了 2020 年至 2023 年的共识销售估计。</blockquote></p><p> Here are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:</p><p><blockquote>以下是预计到 2023 年销售额复合年增长率 (CAGR) 最高的 20 家公司：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/517a23591cde159fb889ab80abc4bcc6\" tg-width=\"934\" tg-height=\"765\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6af2cf5b5f9f0ce50f8f023ac7babc7f\" tg-width=\"935\" tg-height=\"717\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b88ebe72e09cb9ce3294269f0a4ae431\" tg-width=\"935\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> There are actually 21 stocks listed, including Zillow Group Inc.’s Class A&nbsp;and Class C&nbsp;shares.</p><p><blockquote>实际上有 21 只股票上市，包括 Zillow Group Inc. 的 A 类股票和 C 类股票。</blockquote></p><p> It is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.</p><p><blockquote>有趣的是，该名单以 ARKW 持有的股票为主。该基金对云公司有广泛的定义，也关注销售增长。</blockquote></p><p></p><p> Here are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.</p><p><blockquote>以下是基于未来 12 个月共识估计的当前远期市销率，以及当前市值与 2023 年预计销售额的比率和分析师对股票的意见摘要。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/19b9c4bf1d8b1abcfa76b7d008a47ad7\" tg-width=\"938\" tg-height=\"805\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/2ff191189c5d7d2f31698843734ca3cc\" tg-width=\"933\" tg-height=\"773\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9543489c4d52d3f1a69dfdcf170115\" tg-width=\"930\" tg-height=\"242\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> In comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.</p><p><blockquote>相比之下，SPDR标普500指数ETF的远期市销率为 2.8，2023 年预计市销率为 2.6。QQQ 目前的市盈率为 4.7，2023 年将下降至 4.3。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNAP":"Snap Inc","CRWD":"CrowdStrike Holdings, Inc.","ADYEY":"Adyen N.V.","TSLA":"特斯拉","COIN":"Coinbase Global, Inc.","KC":"金山云","ROKU":"Roku Inc","SHOP":"Shopify Inc","OKTA":"Okta Inc.","PDD":"拼多多","Z":"Zillow","DKNG":"DraftKings Inc.","VCYT":"Veracyte Inc","TDOC":"Teladoc Health Inc.","MELI":"MercadoLibre","ZG":"Zillow Class A","PINS":"Pinterest, Inc.","SE":"Sea Ltd"},"source_url":"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155656235","content_text":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)\nU.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.\nCloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.\nBelow is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.\nTo begin the screen, we looked at the five largest cloud ETFs:\nSource: FactSet\nETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.\nHere’s a comparison of total returns through Aug. 4, along with those for the SPDR S&P 500 ETF and the Invesco QQQ Trust (which tracks the Nasdaq-100 Index) for comparison:\nSource: FactSet\nThe ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.\nAnother holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.\nAs part of its description of ARKW, FactSet says the following:\n“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”\nCloud-stock screen\nTogether, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)\nTo make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.\nHere are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:\n\nSource: FactSet\nThere are actually 21 stocks listed, including Zillow Group Inc.’s Class A and Class C shares.\nIt is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.\nHere are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.\n\nSource: FactSet\nIn comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.","news_type":1,"symbols_score_info":{"PDD":0.9,"CRWD":0.9,"ROKU":0.9,"SKLZ":0.9,"LC":0.9,"PINS":0.9,"SQ":0.9,"KC":0.9,"VCYT":0.9,"TDOC":0.9,"SHOP":0.9,"ADYEY":0.9,"TSLA":0.9,"MELI":0.9,"SE":0.9,"OKTA":0.9,"DKNG":0.9,"ZG":0.9,"COIN":0.9,"Z":0.9,"SNAP":0.9}},"isVote":1,"tweetType":1,"viewCount":3377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190958636,"gmtCreate":1620574432625,"gmtModify":1634197961751,"author":{"id":"3575867013914101","authorId":"3575867013914101","name":"BpchuA","avatar":"https://static.tigerbbs.com/dd3500e66cc249b4480fcc30d7cd6409","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575867013914101","authorIdStr":"3575867013914101"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/190958636","repostId":"1170905579","repostType":4,"isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173684561,"gmtCreate":1626657716653,"gmtModify":1633925202727,"author":{"id":"3575867013914101","authorId":"3575867013914101","name":"BpchuA","avatar":"https://static.tigerbbs.com/dd3500e66cc249b4480fcc30d7cd6409","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575867013914101","authorIdStr":"3575867013914101"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/173684561","repostId":"1145016620","repostType":4,"repost":{"id":"1145016620","kind":"news","pubTimestamp":1626656005,"share":"https://www.laohunote.com/m/news/1145016620?lang=zh_CN&edition=full","pubTime":"2021-07-19 08:53","market":"us","language":"en","title":"Canada Cannabis Sales Doubled In 2020, Hitting $2.6 Billion: Here's What's Next<blockquote>2020 年加拿大大麻销售额翻了一番，达到 26 亿美元：接下来是什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1145016620","media":"Benzinga","summary":"Last year brought triple-digit growth to Canada’s legal cannabis market. According to the Brightfiel","content":"<p><div> Last year brought triple-digit growth to Canada’s legal cannabis market. According to the Brightfield Group’s latest “Canadian Cannabis Market” report, this was largely driven by:  Increased brick-and...</p><p><blockquote><div>去年，加拿大合法大麻市场实现了三位数的增长。根据 Brightfield Group 最新发布的《加拿大大麻市场 》报告，这在很大程度上是由以下因素推动的： 砖和...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/markets/cannabis/21/07/22032389/canada-cannabis-sales-doubled-in-2020-hitting-2-6-billion-heres-whats-next\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/markets/cannabis/21/07/22032389/canada-cannabis-sales-doubled-in-2020-hitting-2-6-billion-heres-whats-next\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Canada Cannabis Sales Doubled In 2020, Hitting $2.6 Billion: Here's What's Next<blockquote>2020 年加拿大大麻销售额翻了一番，达到 26 亿美元：接下来是什么</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\">\nCanada Cannabis Sales Doubled In 2020, Hitting $2.6 Billion: Here's What's Next<blockquote>2020 年加拿大大麻销售额翻了一番，达到 26 亿美元：接下来是什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-07-19 08:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Last year brought triple-digit growth to Canada’s legal cannabis market. According to the Brightfield Group’s latest “Canadian Cannabis Market” report, this was largely driven by:  Increased brick-and...</p><p><blockquote><div>去年，加拿大合法大麻市场实现了三位数的增长。根据 Brightfield Group 最新发布的《加拿大大麻市场 》报告，这在很大程度上是由以下因素推动的： 砖和...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/markets/cannabis/21/07/22032389/canada-cannabis-sales-doubled-in-2020-hitting-2-6-billion-heres-whats-next\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/markets/cannabis/21/07/22032389/canada-cannabis-sales-doubled-in-2020-hitting-2-6-billion-heres-whats-next\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/markets/cannabis/21/07/22032389/canada-cannabis-sales-doubled-in-2020-hitting-2-6-billion-heres-whats-next\">Benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TLRY":"Tilray Inc."},"source_url":"https://www.benzinga.com/markets/cannabis/21/07/22032389/canada-cannabis-sales-doubled-in-2020-hitting-2-6-billion-heres-whats-next","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145016620","content_text":"Last year brought triple-digit growth to Canada’s legal cannabis market. According to the Brightfield Group’s latest “Canadian Cannabis Market” report, this was largely driven by:\n\nIncreased brick-and-mortar retail access – especially in Ontario, British Columbia and Quebec;\nAn expansion in e-commerce and click-and-collect offerings;\nPricing that was more competitive with the illicit market;\nRetailers adapting to a pandemic context, helping prompt vast growth despite an unprecedented backdrop of lockdowns and store closures.\n\nThe Rise Of Value Brands\nAs the product selection continued to diversify and prices became more competitive in the Canadian cannabis market, an array of value brands emerged.\nWith lower prices, we saw increased customer conversion from illicit to legal markets.\nThis not only brought valuable traffic from heavier users to the former, but it also spurred an influx of completely new consumers making a foray into regulated markets as prices made the commitment of “giving weed a shot” much lower and less intimidating.\nCommenting on the findings, Jamie Schau, international research manager at the Brightfield Group, said, “The Canadian market is witnessing impressive growth, with adult-use cannabis growing 118% in 2020 and in line to grow another 60% this year. That growth has ushered in a new era of adult-use cannabis, one that has brought not only an ever-evolving set of both 1.0 and 2.0 product offerings, but increasingly sophisticated and strategic competitors across the supply chain, and more diverse and demanding consumers.”\nImproving The Experience\nAnother big trend of 2020 was that of Canadian licensed producers focusing on improving product quality, branding and consumer experiences. This, in turn, led to ameliorated brand recognition and loyalty across the market, the report says.\nAnd we can only expect this trend to continue in the next stage of Canadian cannabis, the researchers assure. Brands will seek to appeal to a deeper, more diverse pool of consumers with their product offerings and messaging – all while balancing regulatory compliance with the innovation and quality a more mature market will demand.\nAs the market evolves, we will also witness continued partnerships and consolidation, with companies coming together to streamline and play to their strengths to successfully compete in a crowded field.\nBy The Numbers\nKey findings of Brightfield’s report include:\n\nAdult-use sales increased significantly, from roughly $1.2 billion in 2019 to $2.6 billion 2020.\nAdult-use sales are set to grow another 60% by the end of 2021.\nRetail openings and price drops were notable catalysts for growth in 2020, especially in Ontario and British Columbia.\nPartnerships and M&A are ramping up — most notably, partnerships between Canadian LPs and U.S. brands.\nValue brands (especially in the flower category) continue to perform well as competitive prices have helped convert legacy users to the legal market and drive growth in demand.\nDistribution of THC drinks surged towards the end of the year, despite an overall lackluster year in sales. Brightfield projects the market share of drinks in Canada will grow to 7% by 2026.\n\n“We look forward to watching the market continue to mature as retail openings and price competitiveness make cannabis more approachable for Canadian consumers, and compelling brands and products continue to surge,” Schau ended.","news_type":1,"symbols_score_info":{"TLRY":0.9}},"isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170792561,"gmtCreate":1626449654953,"gmtModify":1633926608982,"author":{"id":"3575867013914101","authorId":"3575867013914101","name":"BpchuA","avatar":"https://static.tigerbbs.com/dd3500e66cc249b4480fcc30d7cd6409","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575867013914101","authorIdStr":"3575867013914101"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170792561","repostId":"2151500861","repostType":4,"isVote":1,"tweetType":1,"viewCount":751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}