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Fayna

Fayna

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2021-11-10

It's really exciting to know what is Elon Musk's next move. If he really sell off his 10% shares and use the 20 bil plus to pay off taxes and donated to charity, I'll be super thrilled and move his name into my Idol list. Americans will adore him for pumping back so much cash into the community. Hopefully he will walk the talk. This guy has gone through best bankruptcy. I bet he has the guy to make this crazy move too!

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2021-10-03

Vaccine companies should be given free movie tickets for saving the theatres 🎥.

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2021-07-06

Optimistic.

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2021-11-14

Sell Sell Sell!

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2021-10-24

Really a Truth platform? Or an ego-feeding initiative?

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2021-08-03

Risky

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2021-06-22

My eyes on JnJ. Hopefully the vaccines will go well for M'sians

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2021-11-01

Apple did not disappoint eventually!

Apple Disappointed -- and Quickly Rebounded. Here's Why.<blockquote>苹果很失望，但很快就反弹了。原因如下。</blockquote>

2021-10-24

I'm still skeptical about its insane high PE ratio. But definitely no doubt the real-life Tony Stark will continue to WoW his audience with many more amazing products. Will keep in close, anticipating watch.

Tesla Stock Closed Above $900 for First Time. What Could Come Next.<blockquote>特斯拉股价首次收于900美元以上。接下来会发生什么。</blockquote>

2021-09-12

Giant Tech companies has to comply like ant workers to be great again.

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it up !","listText":"Keep it up !","text":"Keep it up !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605616495","repostId":"1101551798","repostType":2,"repost":{"id":"1101551798","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":1639114634,"share":"https://www.laohu8.com/m/news/1101551798?lang=zh_CN&edition=full","pubTime":"2021-12-10 13:37","market":"us","language":"en","title":"TSMC’s November sales were 148.27 billion Taiwan dollars, an increase of 18.7% year-on-year.<blockquote>台积电11月销售额1482.7亿台币，同比增长18.7%。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1101551798","media":"Tiger Newspress","summary":"TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for November 2021: On a consolidated ba","content":"<p>TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for November 2021: On a consolidated basis, revenue for November 2021 was approximately NT$148.27 billion, an increase of 10.2 percent from October 2021 and an increase of 18.7 percent from November 2020. Revenue for January through November 2021 totaled NT$1,432.03 billion, an increase of 17.2 percent compared to the same period in 2020.</p><p><blockquote>台积电（TWSE：2330，NYSE：TSM）今天公布了2021年11月的净收入：在合并基础上，2021年11月的收入约为新台币1482.7亿元，比2021年10月增长10.2%，比2020年11月增长18.7%。2021年1-11月营收总额为新台币14,320.3亿元，较2020年同期增长17.2%。</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>TSMC’s November sales were 148.27 billion Taiwan dollars, an increase of 18.7% year-on-year.<blockquote>台积电11月销售额1482.7亿台币，同比增长18.7%。</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\">\nTSMC’s November sales were 148.27 billion Taiwan dollars, an increase of 18.7% year-on-year.<blockquote>台积电11月销售额1482.7亿台币，同比增长18.7%。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-10 13:37</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for November 2021: On a consolidated basis, revenue for November 2021 was approximately NT$148.27 billion, an increase of 10.2 percent from October 2021 and an increase of 18.7 percent from November 2020. Revenue for January through November 2021 totaled NT$1,432.03 billion, an increase of 17.2 percent compared to the same period in 2020.</p><p><blockquote>台积电（TWSE：2330，NYSE：TSM）今天公布了2021年11月的净收入：在合并基础上，2021年11月的收入约为新台币1482.7亿元，比2021年10月增长10.2%，比2020年11月增长18.7%。2021年1-11月营收总额为新台币14,320.3亿元，较2020年同期增长17.2%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101551798","content_text":"TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for November 2021: On a consolidated basis, revenue for November 2021 was approximately NT$148.27 billion, an increase of 10.2 percent from October 2021 and an increase of 18.7 percent from November 2020. Revenue for January through November 2021 totaled NT$1,432.03 billion, an increase of 17.2 percent compared to the same period in 2020.","news_type":1,"symbols_score_info":{"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":2493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877566807,"gmtCreate":1637944520054,"gmtModify":1637944520113,"author":{"id":"3576151042223854","authorId":"3576151042223854","name":"Fayna","avatar":"https://static.tigerbbs.com/d82d63e2a39fe69931574815c44edce8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576151042223854","authorIdStr":"3576151042223854"},"themes":[],"htmlText":"Hope it will send us a fresh WOW!.","listText":"Hope it will send us a fresh WOW!.","text":"Hope it will send us a fresh WOW!.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877566807","repostId":"1197882653","repostType":2,"repost":{"id":"1197882653","kind":"news","pubTimestamp":1637908383,"share":"https://www.laohu8.com/m/news/1197882653?lang=zh_CN&edition=full","pubTime":"2021-11-26 14:33","market":"us","language":"en","title":"Apple Stock: Taking A Bite Out Of The EV Market<blockquote>苹果股票：抢占电动汽车市场</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1197882653","media":"Seeking Alpha","summary":"Summary\n\nApple has spent years working on its own electric vehicle and autonomous driving system.\nAf","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Apple has spent years working on its own electric vehicle and autonomous driving system.</li>  <li>After many fits and starts, the project appears to be back on track; the Apple Car is now expected to debut in 2025.</li>  <li>Analysts and investors have responded positively toward Apple's EV ambitions thus far; perhaps unsurprising given the EV bullish frenzy.</li>  <li>Apple may benefit from mounting excitement as the project moves ahead, but the long-term economic case for the Apple Car is suspect.</li>  <li>If Apple commits to building a significant EV footprint, it will likely result in lower margins and higher costs for the company in the long run.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82b737572f0f8a33c2e322a500cf1d98\" tg-width=\"1536\" tg-height=\"1152\" width=\"100%\" height=\"auto\"><span>NNehring/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>苹果多年来一直致力于开发自己的电动汽车和自动驾驶系统。</li><li>经过多次断断续续，该项目似乎又回到了正轨；苹果汽车目前预计将于2025年首次亮相。</li><li>迄今为止，分析师和投资者对苹果的电动汽车雄心反应积极；考虑到电动汽车的看涨狂潮，这也许并不奇怪。</li><li>随着项目的推进，苹果可能会从越来越多的兴奋中受益，但苹果汽车的长期经济理由值得怀疑。</li><li>如果苹果致力于建立大量的电动汽车足迹，从长远来看，这可能会导致该公司的利润率下降和成本上升。</li></ul><p class=\"t-img-caption\"><span>NNehring/iStock未通过Getty Images发布</span></p></blockquote></p><p> It is no secret that Apple Inc. (NASDAQ:AAPL) has long toyed with the idea of launching its own electric vehicle (“EV”) line. The company has titillated analysts and investors for years with the prospect, yet time and again it ended up coming to nothing. So, when a fresh round of rumors began to swirl this fall, I initially viewed them with a healthy degree of skepticism.</p><p><blockquote>众所周知，苹果公司（纳斯达克股票代码：AAPL）长期以来一直在考虑推出自己的电动汽车（“EV”）系列。多年来，该公司的前景一直让分析师和投资者兴奋不已，但一次又一次地以失败告终。因此，当今年秋天新一轮谣言开始流传时，我最初以健康的怀疑态度看待它们。</blockquote></p><p> Yet the rumors proved remarkably persistent, gaining steam thanks to rising interest among Wall Street analysts. The rumors became far more concrete earlier this month in light of Bloomberg’s&nbsp;reporting on Apple’s internal plans, which call for the Apple Car to launch in 2025.</p><p><blockquote>然而，事实证明，谣言非常持久，由于华尔街分析师的兴趣日益浓厚，谣言越来越多。本月早些时候，根据彭博社对苹果内部计划的报道，这些传言变得更加具体，该计划为苹果汽车于2025年推出看涨期权。</blockquote></p><p> It is easy to understand why investors and analysts would be excited about an Apple EV. On paper, the idea of the Apple Car is unquestionably exciting. In reality, however, the economics of the Apple Car may leave much to be desired.</p><p><blockquote>很容易理解为什么投资者和分析师会对苹果电动汽车感到兴奋。从纸面上看，苹果汽车的想法无疑令人兴奋。然而，实际上，苹果汽车的经济性可能还有很多不足之处。</blockquote></p><p> Let’s discuss.</p><p><blockquote>我们来讨论一下。</blockquote></p><p> <b>Riding On High Hopes</b></p><p><blockquote><b>寄予厚望</b></blockquote></p><p> To understand the Apple Car, we must first understand the EV space. EV companies are clearly enjoying a moment in the sun. The EV bull market has been fueled in no small part by the bubbly analyst forecasts and research notes coming out of Wall Street with increasing regularity in recent years. This bullishness has already seeped into analyst coverage of the Apple Car, especially that of Bernstein’s IT Hardware and Electric Vehicles team. In fact, it was Bernstein’s EV analysts who really sparked the latest revival of interest in Apple’s EV ambitions. In February, they&nbsp;highlighted&nbsp;Apple’s potential development partners, name-checking Volkswagen AG (OTCPK:VWAGY) in particular. Their&nbsp;August research update&nbsp;fanned the market flame further, laying out projections of exponential growth. According to Bernstein, Apple Car sales can reach 1.5 million vehicles per year, with annual revenue to the tune of $75 billion, in under a decade.</p><p><blockquote>要了解苹果汽车，我们必须首先了解电动汽车领域。电动汽车公司显然正在享受阳光下的时刻。近年来，华尔街越来越频繁地发布充满泡沫的分析师预测和研究报告，在很大程度上推动了电动汽车牛市。这种乐观情绪已经渗透到分析师对苹果汽车的报道中，尤其是Bernstein的IT硬件和电动汽车团队。事实上，真正引发人们对苹果电动汽车雄心兴趣的是Bernstein的电动汽车分析师。二月份，他们强调了苹果的潜在发展合作伙伴，特别是大众汽车公司（OTCPK：VWAGY）。他们八月份的研究更新进一步煽动了市场的火焰，提出了指数增长的预测。据Bernstein称，在不到十年的时间里，苹果汽车的年销量可以达到150万辆，年收入高达750亿美元。</blockquote></p><p> Of course, financial forecasts about the Apple Car mean little if there is no Apple Car. Apple’s decision to play its cards close to the vest has only served to fuel wild speculation. On Nov. 18th, Bloomberg offered a welcome dose of new information. According to Bloomberg, Apple has settled on both&nbsp;a&nbsp;strategy&nbsp;and a timeline for the Apple Car:</p><p><blockquote>当然，如果没有苹果汽车，关于苹果汽车的财务预测就没有什么意义。苹果低调行事的决定只会助长疯狂的猜测。11月18日，彭博提供了一剂受欢迎的新信息。据彭博社报道，苹果已经确定了苹果汽车的战略和时间表：</blockquote></p><p>   For the past several years, Apple’s car team had explored two simultaneous paths: creating a model with limited self-driving capabilities focused on steering and acceleration––similar to many current cars––or a version with full self-driving ability that doesn’t require human intervention. Under the effort’s new leader––Apple Watch software executive Kevin Lynch––engineers are now concentrating on the second option. Lynch is pushing for a car with a full self-driving system in the first version, said the people, who asked not to be identified because the deliberations are private...Apple is internally targeting a launch of its self-driving car in four years, faster than the&nbsp;five- to seven-year timeline&nbsp;that some engineers had been planning for earlier this year. But the timing is fluid, and hitting that 2025 target is dependent on the company’s ability to complete the self-driving system -- an ambitious task on that schedule. If Apple is unable to reach its goal, it could either delay a release or initially sell a car with lesser technology.  Unsurprisingly, this Bloomberg revelation has sparked a flurry of analyst commentary. Adam Jonas of Morgan Stanley (MS) has been especially visible in recent days discussing the Apple Car in general, and its planned autonomous driving capabilities in particular. Remarkably, Jonas’ forecast is even more bullish than Bernstein’s,projecting&nbsp;1.8 million vehicle sales in 2030(all of which he expects to be fully autonomous).</p><p><blockquote>在过去的几年里，苹果的汽车团队同时探索了两条道路：创建一款具有有限自动驾驶功能的车型，专注于转向和加速——类似于当前的许多汽车——或者创建一个具有完全自动驾驶功能的版本，不需要人工干预。在这项工作的新领导者——苹果观察软件主管Kevin Lynch的领导下，工程师们现在正专注于第二种选择。知情人士表示，林奇正在推动在第一个版本中推出一款配备全自动驾驶系统的汽车。由于审议是私下进行的，这些人士要求匿名……苹果内部的目标是在四年内推出自动驾驶汽车年，比一些工程师今年早些时候计划的五到七年的时间表要快。但时机是不稳定的，实现2025年的目标取决于该公司完成自动驾驶系统的能力——这是该时间表上的一项雄心勃勃的任务。如果苹果无法实现其目标，它可能会推迟发布或最初销售技术较差的汽车。不出所料，彭博社的这一爆料引发了一系列分析师评论。Morgan Stanley(MS)的Adam Jonas最近几天特别公开讨论苹果汽车，特别是其计划中的自动驾驶功能。值得注意的是，Jonas的预测甚至比Bernstein的更乐观，他预计2030年汽车销量将达到180万辆（他预计所有汽车都将是完全自动驾驶的）。</blockquote></p><p> <b>Economic Reality Check</b></p><p><blockquote><b>经济现实检查</b></blockquote></p><p> If Apple is genuinely serious about making the Apple Car a reality at long last, I see little risk of it outright failing. Bernstein made this point quite clearly in August:</p><p><blockquote>如果苹果真的认真想让苹果汽车最终成为现实，我认为它完全失败的风险很小。伯恩斯坦在8月份就非常清楚地表明了这一点：</blockquote></p><p></p><p>   Given its revenue base, few addressable markets are sizeable enough to impact Apple’s financials, but the auto sector offers a uniquely large, addressable consumer market...A successful EV launch from Apple would add a formidable, well-capitalized competitor to the automotive industry.  Apple clearly has the financial resources, brand power, and know-how to carve out a healthy piece of the EV pie for itself if that is what it wants to do. But confidence in Apple’s ability to make a successful EV play is not what really matters, at least from an investment standpoint. The real question is why Apple would even want to do it in the first place.</p><p><blockquote>鉴于其收入基础，很少有潜在市场规模足以影响苹果的财务状况，但汽车行业提供了一个独特的庞大、潜在的消费市场……苹果电动汽车的成功推出将为汽车行业增加一个强大的、资本充足的竞争对手行业。苹果显然拥有财力、品牌影响力和专业知识，可以为自己在电动汽车领域分得一杯羹，如果这是它想做的事情的话。但对苹果成功开发电动汽车的能力的信心并不是真正重要的，至少从投资的角度来看是这样。真正的问题是为什么苹果一开始就想这么做。</blockquote></p><p> Apple’s core (pardon the pun) value proposition is its consumer tech and digital services empire. This business has become a veritable cash-printing machine. Even after spending a monumental $85.5 billion on&nbsp;stock buybacks&nbsp;in 2021 thus far, Apple still has&nbsp;$62.6 billion in cash on hand. Thatcash pile is the product of a business with&nbsp;incredibly high margins&nbsp;operating in an industry over which Apple can exert considerable market power.</p><p><blockquote>苹果的核心（原谅双关语）价值主张是其消费技术和数字服务帝国。这项业务已经成为名副其实的印钞机。即使在2021年迄今为止花费了855亿美元回购股票后，苹果手头仍有626亿美元现金。这笔现金是一家利润率极高的企业的产物，该企业在苹果可以发挥相当大的市场影响力的行业中运营。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a2dc54f5014c60576245a28b68c559d8\" tg-width=\"640\" tg-height=\"462\" width=\"100%\" height=\"auto\"><span>Source: Statista</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：斯塔蒂斯塔</span></p></blockquote></p><p> Venturing into the automotive industry will force Apple to face an entirely different kind of beast, economically speaking. Apple currently boasts gross and net profit margins of 46.6% and 23.7%. Among global automakers, meanwhile, the&nbsp;industry average&nbsp;gross margin is 27.9%, while net margin is a wafer-thin 2.6%.</p><p><blockquote>从经济角度来看，进军汽车行业将迫使苹果面对一种完全不同的野兽。苹果目前的毛利率和净利润率分别为46.6%和23.7%。与此同时，在全球汽车制造商中，行业平均毛利率为27.9%，而净利润率仅为2.6%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e069c551673c4a5d3d5c960aaa5bc447\" tg-width=\"640\" tg-height=\"307\" width=\"100%\" height=\"auto\"><span>Source: CSIMarket.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：CSIMarket.com</span></p></blockquote></p><p> Apple’s foray into cars would almost certainly mean more capital investment and thinner margins overall, with the mix set to get worse the larger its automotive division becomes relative to its wider business. That hardly sounds like a recipe for value creation.</p><p><blockquote>苹果进军汽车领域几乎肯定意味着更多的资本投资和更薄的整体利润率，随着其汽车部门相对于其更广泛的业务变得更大，这种组合将变得更糟。这听起来不像是创造价值的秘诀。</blockquote></p><p> <b>Investor’s Eye View</b></p><p><blockquote><b>投资者视角</b></blockquote></p><p> Given the economic realities prevailing in the automotive sector, it is difficult to understand why Apple would want to be involved in it at all. While there may be something to the argument that autonomous vehicles can fundamentally transform the economics of the automotive industry, it is far from clear whether self-driving cars and robotaxis will improve margins substantially. Indeed, there is agrowing body of&nbsp;research&nbsp;calling this belief into question.</p><p><blockquote>鉴于汽车行业普遍存在的经济现实，很难理解为什么苹果想要参与其中。尽管自动驾驶汽车可以从根本上改变汽车行业的经济状况，但目前还不清楚自动驾驶汽车和机器人出租车是否会大幅提高利润率。事实上，越来越多的研究对这一信念提出了质疑。</blockquote></p><p> Perhaps it is the bull market in EV stocks that has enticed Apple back to the table. After all, investor excitement has reached such a fever pitch that even pre-revenue EV startups can now claim valuations rivalling those of established automakers netting billions of dollars in profit annually. Right now, Ford Motor Co. (F) and Lucid (LCID) have virtually the same market capitalization, despite Ford having posted&nbsp;$1.8 billion in net income&nbsp;for Q3 2021 compared to Lucid’s&nbsp;$7 million net loss. Perhaps Apple perceives the Apple Car as an opportunity for an upward revaluation of its enterprise even if it ultimately compresses the company’s overall profit margins and cash generation potential.</p><p><blockquote>也许是电动汽车股票的牛市吸引了苹果重返谈判桌。毕竟，投资者的兴奋已经达到了如此狂热的程度，即使是尚未盈利的电动汽车初创公司现在也可以声称其估值可以与每年净利润数十亿美元的老牌汽车制造商相媲美。目前，福特汽车公司(F)和Lucid(LCID)的市值几乎相同，尽管福特2021年第三季度净利润为18亿美元，而Lucid的净亏损为700万美元。也许苹果将苹果汽车视为其企业向上重估的机会，即使它最终会压缩公司的整体利润率和现金产生潜力。</blockquote></p><p> Ultimately, I see little about the automotive sector – EV or otherwise – that would make it a natural fit for Apple. While I suspect development of the Apple Car over the next few years will act as a positive catalyst for Apple’s stock, it will end up being more of a liability than an asset.</p><p><blockquote>最终，我认为汽车行业（电动汽车或其他行业）很少会使其自然适合苹果。虽然我怀疑未来几年苹果汽车的开发将对苹果的股票起到积极的催化剂作用，但它最终将更多地成为负债而不是资产。</blockquote></p><p> In my assessment, investors buying Apple on the basis of its EV future would be wise to think again.</p><p><blockquote>在我看来，根据电动汽车的未来购买苹果的投资者最好三思。</blockquote></p><p> Trade carefully!</p><p><blockquote>谨慎交易！</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: Taking A Bite Out Of The EV Market<blockquote>苹果股票：抢占电动汽车市场</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\">\nApple Stock: Taking A Bite Out Of The EV Market<blockquote>苹果股票：抢占电动汽车市场</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-26 14:33</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Apple has spent years working on its own electric vehicle and autonomous driving system.</li>  <li>After many fits and starts, the project appears to be back on track; the Apple Car is now expected to debut in 2025.</li>  <li>Analysts and investors have responded positively toward Apple's EV ambitions thus far; perhaps unsurprising given the EV bullish frenzy.</li>  <li>Apple may benefit from mounting excitement as the project moves ahead, but the long-term economic case for the Apple Car is suspect.</li>  <li>If Apple commits to building a significant EV footprint, it will likely result in lower margins and higher costs for the company in the long run.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82b737572f0f8a33c2e322a500cf1d98\" tg-width=\"1536\" tg-height=\"1152\" width=\"100%\" height=\"auto\"><span>NNehring/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>苹果多年来一直致力于开发自己的电动汽车和自动驾驶系统。</li><li>经过多次断断续续，该项目似乎又回到了正轨；苹果汽车目前预计将于2025年首次亮相。</li><li>迄今为止，分析师和投资者对苹果的电动汽车雄心反应积极；考虑到电动汽车的看涨狂潮，这也许并不奇怪。</li><li>随着项目的推进，苹果可能会从越来越多的兴奋中受益，但苹果汽车的长期经济理由值得怀疑。</li><li>如果苹果致力于建立大量的电动汽车足迹，从长远来看，这可能会导致该公司的利润率下降和成本上升。</li></ul><p class=\"t-img-caption\"><span>NNehring/iStock未通过Getty Images发布</span></p></blockquote></p><p> It is no secret that Apple Inc. (NASDAQ:AAPL) has long toyed with the idea of launching its own electric vehicle (“EV”) line. The company has titillated analysts and investors for years with the prospect, yet time and again it ended up coming to nothing. So, when a fresh round of rumors began to swirl this fall, I initially viewed them with a healthy degree of skepticism.</p><p><blockquote>众所周知，苹果公司（纳斯达克股票代码：AAPL）长期以来一直在考虑推出自己的电动汽车（“EV”）系列。多年来，该公司的前景一直让分析师和投资者兴奋不已，但一次又一次地以失败告终。因此，当今年秋天新一轮谣言开始流传时，我最初以健康的怀疑态度看待它们。</blockquote></p><p> Yet the rumors proved remarkably persistent, gaining steam thanks to rising interest among Wall Street analysts. The rumors became far more concrete earlier this month in light of Bloomberg’s&nbsp;reporting on Apple’s internal plans, which call for the Apple Car to launch in 2025.</p><p><blockquote>然而，事实证明，谣言非常持久，由于华尔街分析师的兴趣日益浓厚，谣言越来越多。本月早些时候，根据彭博社对苹果内部计划的报道，这些传言变得更加具体，该计划为苹果汽车于2025年推出看涨期权。</blockquote></p><p> It is easy to understand why investors and analysts would be excited about an Apple EV. On paper, the idea of the Apple Car is unquestionably exciting. In reality, however, the economics of the Apple Car may leave much to be desired.</p><p><blockquote>很容易理解为什么投资者和分析师会对苹果电动汽车感到兴奋。从纸面上看，苹果汽车的想法无疑令人兴奋。然而，实际上，苹果汽车的经济性可能还有很多不足之处。</blockquote></p><p> Let’s discuss.</p><p><blockquote>我们来讨论一下。</blockquote></p><p> <b>Riding On High Hopes</b></p><p><blockquote><b>寄予厚望</b></blockquote></p><p> To understand the Apple Car, we must first understand the EV space. EV companies are clearly enjoying a moment in the sun. The EV bull market has been fueled in no small part by the bubbly analyst forecasts and research notes coming out of Wall Street with increasing regularity in recent years. This bullishness has already seeped into analyst coverage of the Apple Car, especially that of Bernstein’s IT Hardware and Electric Vehicles team. In fact, it was Bernstein’s EV analysts who really sparked the latest revival of interest in Apple’s EV ambitions. In February, they&nbsp;highlighted&nbsp;Apple’s potential development partners, name-checking Volkswagen AG (OTCPK:VWAGY) in particular. Their&nbsp;August research update&nbsp;fanned the market flame further, laying out projections of exponential growth. According to Bernstein, Apple Car sales can reach 1.5 million vehicles per year, with annual revenue to the tune of $75 billion, in under a decade.</p><p><blockquote>要了解苹果汽车，我们必须首先了解电动汽车领域。电动汽车公司显然正在享受阳光下的时刻。近年来，华尔街越来越频繁地发布充满泡沫的分析师预测和研究报告，在很大程度上推动了电动汽车牛市。这种乐观情绪已经渗透到分析师对苹果汽车的报道中，尤其是Bernstein的IT硬件和电动汽车团队。事实上，真正引发人们对苹果电动汽车雄心兴趣的是Bernstein的电动汽车分析师。二月份，他们强调了苹果的潜在发展合作伙伴，特别是大众汽车公司（OTCPK：VWAGY）。他们八月份的研究更新进一步煽动了市场的火焰，提出了指数增长的预测。据Bernstein称，在不到十年的时间里，苹果汽车的年销量可以达到150万辆，年收入高达750亿美元。</blockquote></p><p> Of course, financial forecasts about the Apple Car mean little if there is no Apple Car. Apple’s decision to play its cards close to the vest has only served to fuel wild speculation. On Nov. 18th, Bloomberg offered a welcome dose of new information. According to Bloomberg, Apple has settled on both&nbsp;a&nbsp;strategy&nbsp;and a timeline for the Apple Car:</p><p><blockquote>当然，如果没有苹果汽车，关于苹果汽车的财务预测就没有什么意义。苹果低调行事的决定只会助长疯狂的猜测。11月18日，彭博提供了一剂受欢迎的新信息。据彭博社报道，苹果已经确定了苹果汽车的战略和时间表：</blockquote></p><p>   For the past several years, Apple’s car team had explored two simultaneous paths: creating a model with limited self-driving capabilities focused on steering and acceleration––similar to many current cars––or a version with full self-driving ability that doesn’t require human intervention. Under the effort’s new leader––Apple Watch software executive Kevin Lynch––engineers are now concentrating on the second option. Lynch is pushing for a car with a full self-driving system in the first version, said the people, who asked not to be identified because the deliberations are private...Apple is internally targeting a launch of its self-driving car in four years, faster than the&nbsp;five- to seven-year timeline&nbsp;that some engineers had been planning for earlier this year. But the timing is fluid, and hitting that 2025 target is dependent on the company’s ability to complete the self-driving system -- an ambitious task on that schedule. If Apple is unable to reach its goal, it could either delay a release or initially sell a car with lesser technology.  Unsurprisingly, this Bloomberg revelation has sparked a flurry of analyst commentary. Adam Jonas of Morgan Stanley (MS) has been especially visible in recent days discussing the Apple Car in general, and its planned autonomous driving capabilities in particular. Remarkably, Jonas’ forecast is even more bullish than Bernstein’s,projecting&nbsp;1.8 million vehicle sales in 2030(all of which he expects to be fully autonomous).</p><p><blockquote>在过去的几年里，苹果的汽车团队同时探索了两条道路：创建一款具有有限自动驾驶功能的车型，专注于转向和加速——类似于当前的许多汽车——或者创建一个具有完全自动驾驶功能的版本，不需要人工干预。在这项工作的新领导者——苹果观察软件主管Kevin Lynch的领导下，工程师们现在正专注于第二种选择。知情人士表示，林奇正在推动在第一个版本中推出一款配备全自动驾驶系统的汽车。由于审议是私下进行的，这些人士要求匿名……苹果内部的目标是在四年内推出自动驾驶汽车年，比一些工程师今年早些时候计划的五到七年的时间表要快。但时机是不稳定的，实现2025年的目标取决于该公司完成自动驾驶系统的能力——这是该时间表上的一项雄心勃勃的任务。如果苹果无法实现其目标，它可能会推迟发布或最初销售技术较差的汽车。不出所料，彭博社的这一爆料引发了一系列分析师评论。Morgan Stanley(MS)的Adam Jonas最近几天特别公开讨论苹果汽车，特别是其计划中的自动驾驶功能。值得注意的是，Jonas的预测甚至比Bernstein的更乐观，他预计2030年汽车销量将达到180万辆（他预计所有汽车都将是完全自动驾驶的）。</blockquote></p><p> <b>Economic Reality Check</b></p><p><blockquote><b>经济现实检查</b></blockquote></p><p> If Apple is genuinely serious about making the Apple Car a reality at long last, I see little risk of it outright failing. Bernstein made this point quite clearly in August:</p><p><blockquote>如果苹果真的认真想让苹果汽车最终成为现实，我认为它完全失败的风险很小。伯恩斯坦在8月份就非常清楚地表明了这一点：</blockquote></p><p></p><p>   Given its revenue base, few addressable markets are sizeable enough to impact Apple’s financials, but the auto sector offers a uniquely large, addressable consumer market...A successful EV launch from Apple would add a formidable, well-capitalized competitor to the automotive industry.  Apple clearly has the financial resources, brand power, and know-how to carve out a healthy piece of the EV pie for itself if that is what it wants to do. But confidence in Apple’s ability to make a successful EV play is not what really matters, at least from an investment standpoint. The real question is why Apple would even want to do it in the first place.</p><p><blockquote>鉴于其收入基础，很少有潜在市场规模足以影响苹果的财务状况，但汽车行业提供了一个独特的庞大、潜在的消费市场……苹果电动汽车的成功推出将为汽车行业增加一个强大的、资本充足的竞争对手行业。苹果显然拥有财力、品牌影响力和专业知识，可以为自己在电动汽车领域分得一杯羹，如果这是它想做的事情的话。但对苹果成功开发电动汽车的能力的信心并不是真正重要的，至少从投资的角度来看是这样。真正的问题是为什么苹果一开始就想这么做。</blockquote></p><p> Apple’s core (pardon the pun) value proposition is its consumer tech and digital services empire. This business has become a veritable cash-printing machine. Even after spending a monumental $85.5 billion on&nbsp;stock buybacks&nbsp;in 2021 thus far, Apple still has&nbsp;$62.6 billion in cash on hand. Thatcash pile is the product of a business with&nbsp;incredibly high margins&nbsp;operating in an industry over which Apple can exert considerable market power.</p><p><blockquote>苹果的核心（原谅双关语）价值主张是其消费技术和数字服务帝国。这项业务已经成为名副其实的印钞机。即使在2021年迄今为止花费了855亿美元回购股票后，苹果手头仍有626亿美元现金。这笔现金是一家利润率极高的企业的产物，该企业在苹果可以发挥相当大的市场影响力的行业中运营。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a2dc54f5014c60576245a28b68c559d8\" tg-width=\"640\" tg-height=\"462\" width=\"100%\" height=\"auto\"><span>Source: Statista</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：斯塔蒂斯塔</span></p></blockquote></p><p> Venturing into the automotive industry will force Apple to face an entirely different kind of beast, economically speaking. Apple currently boasts gross and net profit margins of 46.6% and 23.7%. Among global automakers, meanwhile, the&nbsp;industry average&nbsp;gross margin is 27.9%, while net margin is a wafer-thin 2.6%.</p><p><blockquote>从经济角度来看，进军汽车行业将迫使苹果面对一种完全不同的野兽。苹果目前的毛利率和净利润率分别为46.6%和23.7%。与此同时，在全球汽车制造商中，行业平均毛利率为27.9%，而净利润率仅为2.6%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e069c551673c4a5d3d5c960aaa5bc447\" tg-width=\"640\" tg-height=\"307\" width=\"100%\" height=\"auto\"><span>Source: CSIMarket.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：CSIMarket.com</span></p></blockquote></p><p> Apple’s foray into cars would almost certainly mean more capital investment and thinner margins overall, with the mix set to get worse the larger its automotive division becomes relative to its wider business. That hardly sounds like a recipe for value creation.</p><p><blockquote>苹果进军汽车领域几乎肯定意味着更多的资本投资和更薄的整体利润率，随着其汽车部门相对于其更广泛的业务变得更大，这种组合将变得更糟。这听起来不像是创造价值的秘诀。</blockquote></p><p> <b>Investor’s Eye View</b></p><p><blockquote><b>投资者视角</b></blockquote></p><p> Given the economic realities prevailing in the automotive sector, it is difficult to understand why Apple would want to be involved in it at all. While there may be something to the argument that autonomous vehicles can fundamentally transform the economics of the automotive industry, it is far from clear whether self-driving cars and robotaxis will improve margins substantially. Indeed, there is agrowing body of&nbsp;research&nbsp;calling this belief into question.</p><p><blockquote>鉴于汽车行业普遍存在的经济现实，很难理解为什么苹果想要参与其中。尽管自动驾驶汽车可以从根本上改变汽车行业的经济状况，但目前还不清楚自动驾驶汽车和机器人出租车是否会大幅提高利润率。事实上，越来越多的研究对这一信念提出了质疑。</blockquote></p><p> Perhaps it is the bull market in EV stocks that has enticed Apple back to the table. After all, investor excitement has reached such a fever pitch that even pre-revenue EV startups can now claim valuations rivalling those of established automakers netting billions of dollars in profit annually. Right now, Ford Motor Co. (F) and Lucid (LCID) have virtually the same market capitalization, despite Ford having posted&nbsp;$1.8 billion in net income&nbsp;for Q3 2021 compared to Lucid’s&nbsp;$7 million net loss. Perhaps Apple perceives the Apple Car as an opportunity for an upward revaluation of its enterprise even if it ultimately compresses the company’s overall profit margins and cash generation potential.</p><p><blockquote>也许是电动汽车股票的牛市吸引了苹果重返谈判桌。毕竟，投资者的兴奋已经达到了如此狂热的程度，即使是尚未盈利的电动汽车初创公司现在也可以声称其估值可以与每年净利润数十亿美元的老牌汽车制造商相媲美。目前，福特汽车公司(F)和Lucid(LCID)的市值几乎相同，尽管福特2021年第三季度净利润为18亿美元，而Lucid的净亏损为700万美元。也许苹果将苹果汽车视为其企业向上重估的机会，即使它最终会压缩公司的整体利润率和现金产生潜力。</blockquote></p><p> Ultimately, I see little about the automotive sector – EV or otherwise – that would make it a natural fit for Apple. While I suspect development of the Apple Car over the next few years will act as a positive catalyst for Apple’s stock, it will end up being more of a liability than an asset.</p><p><blockquote>最终，我认为汽车行业（电动汽车或其他行业）很少会使其自然适合苹果。虽然我怀疑未来几年苹果汽车的开发将对苹果的股票起到积极的催化剂作用，但它最终将更多地成为负债而不是资产。</blockquote></p><p> In my assessment, investors buying Apple on the basis of its EV future would be wise to think again.</p><p><blockquote>在我看来，根据电动汽车的未来购买苹果的投资者最好三思。</blockquote></p><p> Trade carefully!</p><p><blockquote>谨慎交易！</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4471915-apple-taking-bite-out-of-the-ev-market\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4471915-apple-taking-bite-out-of-the-ev-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197882653","content_text":"Summary\n\nApple has spent years working on its own electric vehicle and autonomous driving system.\nAfter many fits and starts, the project appears to be back on track; the Apple Car is now expected to debut in 2025.\nAnalysts and investors have responded positively toward Apple's EV ambitions thus far; perhaps unsurprising given the EV bullish frenzy.\nApple may benefit from mounting excitement as the project moves ahead, but the long-term economic case for the Apple Car is suspect.\nIf Apple commits to building a significant EV footprint, it will likely result in lower margins and higher costs for the company in the long run.\n\nNNehring/iStock Unreleased via Getty Images\nIt is no secret that Apple Inc. (NASDAQ:AAPL) has long toyed with the idea of launching its own electric vehicle (“EV”) line. The company has titillated analysts and investors for years with the prospect, yet time and again it ended up coming to nothing. So, when a fresh round of rumors began to swirl this fall, I initially viewed them with a healthy degree of skepticism.\nYet the rumors proved remarkably persistent, gaining steam thanks to rising interest among Wall Street analysts. The rumors became far more concrete earlier this month in light of Bloomberg’s reporting on Apple’s internal plans, which call for the Apple Car to launch in 2025.\nIt is easy to understand why investors and analysts would be excited about an Apple EV. On paper, the idea of the Apple Car is unquestionably exciting. In reality, however, the economics of the Apple Car may leave much to be desired.\nLet’s discuss.\nRiding On High Hopes\nTo understand the Apple Car, we must first understand the EV space. EV companies are clearly enjoying a moment in the sun. The EV bull market has been fueled in no small part by the bubbly analyst forecasts and research notes coming out of Wall Street with increasing regularity in recent years. This bullishness has already seeped into analyst coverage of the Apple Car, especially that of Bernstein’s IT Hardware and Electric Vehicles team. In fact, it was Bernstein’s EV analysts who really sparked the latest revival of interest in Apple’s EV ambitions. In February, they highlighted Apple’s potential development partners, name-checking Volkswagen AG (OTCPK:VWAGY) in particular. Their August research update fanned the market flame further, laying out projections of exponential growth. According to Bernstein, Apple Car sales can reach 1.5 million vehicles per year, with annual revenue to the tune of $75 billion, in under a decade.\nOf course, financial forecasts about the Apple Car mean little if there is no Apple Car. Apple’s decision to play its cards close to the vest has only served to fuel wild speculation. On Nov. 18th, Bloomberg offered a welcome dose of new information. According to Bloomberg, Apple has settled on both a strategy and a timeline for the Apple Car:\n\n For the past several years, Apple’s car team had explored two simultaneous paths: creating a model with limited self-driving capabilities focused on steering and acceleration––similar to many current cars––or a version with full self-driving ability that doesn’t require human intervention. Under the effort’s new leader––Apple Watch software executive Kevin Lynch––engineers are now concentrating on the second option. Lynch is pushing for a car with a full self-driving system in the first version, said the people, who asked not to be identified because the deliberations are private...Apple is internally targeting a launch of its self-driving car in four years, faster than the five- to seven-year timeline that some engineers had been planning for earlier this year. But the timing is fluid, and hitting that 2025 target is dependent on the company’s ability to complete the self-driving system -- an ambitious task on that schedule. If Apple is unable to reach its goal, it could either delay a release or initially sell a car with lesser technology.\n\nUnsurprisingly, this Bloomberg revelation has sparked a flurry of analyst commentary. Adam Jonas of Morgan Stanley (MS) has been especially visible in recent days discussing the Apple Car in general, and its planned autonomous driving capabilities in particular. Remarkably, Jonas’ forecast is even more bullish than Bernstein’s,projecting 1.8 million vehicle sales in 2030(all of which he expects to be fully autonomous).\nEconomic Reality Check\nIf Apple is genuinely serious about making the Apple Car a reality at long last, I see little risk of it outright failing. Bernstein made this point quite clearly in August:\n\n Given its revenue base, few addressable markets are sizeable enough to impact Apple’s financials, but the auto sector offers a uniquely large, addressable consumer market...A successful EV launch from Apple would add a formidable, well-capitalized competitor to the automotive industry.\n\nApple clearly has the financial resources, brand power, and know-how to carve out a healthy piece of the EV pie for itself if that is what it wants to do. But confidence in Apple’s ability to make a successful EV play is not what really matters, at least from an investment standpoint. The real question is why Apple would even want to do it in the first place.\nApple’s core (pardon the pun) value proposition is its consumer tech and digital services empire. This business has become a veritable cash-printing machine. Even after spending a monumental $85.5 billion on stock buybacks in 2021 thus far, Apple still has $62.6 billion in cash on hand. Thatcash pile is the product of a business with incredibly high margins operating in an industry over which Apple can exert considerable market power.\nSource: Statista\nVenturing into the automotive industry will force Apple to face an entirely different kind of beast, economically speaking. Apple currently boasts gross and net profit margins of 46.6% and 23.7%. Among global automakers, meanwhile, the industry average gross margin is 27.9%, while net margin is a wafer-thin 2.6%.\nSource: CSIMarket.com\nApple’s foray into cars would almost certainly mean more capital investment and thinner margins overall, with the mix set to get worse the larger its automotive division becomes relative to its wider business. That hardly sounds like a recipe for value creation.\nInvestor’s Eye View\nGiven the economic realities prevailing in the automotive sector, it is difficult to understand why Apple would want to be involved in it at all. While there may be something to the argument that autonomous vehicles can fundamentally transform the economics of the automotive industry, it is far from clear whether self-driving cars and robotaxis will improve margins substantially. Indeed, there is agrowing body of research calling this belief into question.\nPerhaps it is the bull market in EV stocks that has enticed Apple back to the table. After all, investor excitement has reached such a fever pitch that even pre-revenue EV startups can now claim valuations rivalling those of established automakers netting billions of dollars in profit annually. Right now, Ford Motor Co. (F) and Lucid (LCID) have virtually the same market capitalization, despite Ford having posted $1.8 billion in net income for Q3 2021 compared to Lucid’s $7 million net loss. Perhaps Apple perceives the Apple Car as an opportunity for an upward revaluation of its enterprise even if it ultimately compresses the company’s overall profit margins and cash generation potential.\nUltimately, I see little about the automotive sector – EV or otherwise – that would make it a natural fit for Apple. While I suspect development of the Apple Car over the next few years will act as a positive catalyst for Apple’s stock, it will end up being more of a liability than an asset.\nIn my assessment, investors buying Apple on the basis of its EV future would be wise to think again.\nTrade carefully!","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873933546,"gmtCreate":1636822421387,"gmtModify":1636822421387,"author":{"id":"3576151042223854","authorId":"3576151042223854","name":"Fayna","avatar":"https://static.tigerbbs.com/d82d63e2a39fe69931574815c44edce8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576151042223854","authorIdStr":"3576151042223854"},"themes":[],"htmlText":"Sell Sell Sell!","listText":"Sell Sell Sell!","text":"Sell Sell Sell!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873933546","repostId":"1151602326","repostType":4,"isVote":1,"tweetType":1,"viewCount":2959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870064463,"gmtCreate":1636559368703,"gmtModify":1636559368703,"author":{"id":"3576151042223854","authorId":"3576151042223854","name":"Fayna","avatar":"https://static.tigerbbs.com/d82d63e2a39fe69931574815c44edce8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576151042223854","authorIdStr":"3576151042223854"},"themes":[],"htmlText":"It's really exciting to know what is Elon Musk's next move. If he really sell off his 10% shares and use the 20 bil plus to pay off taxes and donated to charity, I'll be super thrilled and move his name into my Idol list. Americans will adore him for pumping back so much cash into the community. Hopefully he will walk the talk. This guy has gone through best bankruptcy. I bet he has the guy to make this crazy move too!","listText":"It's really exciting to know what is Elon Musk's next move. If he really sell off his 10% shares and use the 20 bil plus to pay off taxes and donated to charity, I'll be super thrilled and move his name into my Idol list. Americans will adore him for pumping back so much cash into the community. Hopefully he will walk the talk. This guy has gone through best bankruptcy. I bet he has the guy to make this crazy move too!","text":"It's really exciting to know what is Elon Musk's next move. If he really sell off his 10% shares and use the 20 bil plus to pay off taxes and donated to charity, I'll be super thrilled and move his name into my Idol list. Americans will adore him for pumping back so much cash into the community. Hopefully he will walk the talk. This guy has gone through best bankruptcy. I bet he has the guy to make this crazy move too!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/870064463","repostId":"1180704879","repostType":2,"isVote":1,"tweetType":1,"viewCount":4014,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843095271,"gmtCreate":1635780994685,"gmtModify":1635780994685,"author":{"id":"3576151042223854","authorId":"3576151042223854","name":"Fayna","avatar":"https://static.tigerbbs.com/d82d63e2a39fe69931574815c44edce8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576151042223854","authorIdStr":"3576151042223854"},"themes":[],"htmlText":"Apple did not disappoint eventually!","listText":"Apple did not disappoint eventually!","text":"Apple did not disappoint eventually!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/843095271","repostId":"1175678891","repostType":4,"repost":{"id":"1175678891","kind":"news","pubTimestamp":1635779942,"share":"https://www.laohu8.com/m/news/1175678891?lang=zh_CN&edition=full","pubTime":"2021-11-01 23:19","market":"us","language":"en","title":"Apple Disappointed -- and Quickly Rebounded. Here's Why.<blockquote>苹果很失望，但很快就反弹了。原因如下。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175678891","media":"TheStreet","summary":"Apple disappointed on fiscal Q3 earnings day, but the stock’s selloff did not last long. Here is the","content":"<p>Apple disappointed on fiscal Q3 earnings day, but the stock’s selloff did not last long. Here is the most likely reason why AAPL shares rebounded as early as Friday.</p><p><blockquote>苹果在第三财季财报日令人失望，但该股的抛售并没有持续太久。这是苹果公司股价早在周五就反弹的最有可能的原因。</blockquote></p><p> On October 28,Apple delivered fiscal Q4 results&nbsp;that lagged consensus for the first time in years. Despite revenue growth of 29% that most companies would find very solid, Apple stocksold off in after-hours action, losing as much as $125 billion in market cap right before the earnings call.</p><p><blockquote>10月28日，苹果公布的第四财季业绩多年来首次落后于市场普遍预期。尽管大多数公司认为收入增长了29%，非常稳健，但苹果股票在盘后交易中遭到抛售，在财报看涨期权之前市值损失了高达1250亿美元。</blockquote></p><p> Yet, by the end of day Friday, AAPL had erased the bulk of its short-lived losses. The Apple Maven thinks that the intraday recovery was driven primarily by analysts publishing reports that sounded much less bearish than the revenue miss may have implied at first.</p><p><blockquote>然而，到周五收盘时，苹果公司已经抹去了大部分短暂的损失。这位苹果专家认为，盘中复苏主要是由分析师发布的报告推动的，这些报告听起来远没有最初暗示的那么悲观。</blockquote></p><p> Below, we review some of the main takeaways from Wall Street experts on Apple’s earnings.</p><p><blockquote>下面，我们回顾一下华尔街专家对苹果盈利的一些主要看法。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3facec59ae76a6c28f4c5847600b4de\" tg-width=\"1240\" tg-height=\"886\" referrerpolicy=\"no-referrer\"><span>Figure 1: Apple store in New York, NY.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：纽约州纽约市的苹果商店。</span></p></blockquote></p><p> <b>Wall Street seemed comfortable</b></p><p><blockquote><b>华尔街似乎很舒服</b></blockquote></p><p> TipRanks&nbsp;reported&nbsp;on 13 analysts that published earnings reviews on Apple. Among these, none changed the rating on AAPL stock, which remains a “moderate buy”: about three-fourths still recommend buying the shares.</p><p><blockquote>TipRanks报告了13位在苹果上发表盈利评论的分析师。其中，没有人改变对苹果公司股票的评级，该评级仍为“适度买入”：大约四分之三的人仍然建议购买该股票。</blockquote></p><p> The traditionally optimistic analyst from Wedbush, Dan Ives, did notseereasons to worry about Apple and its business. He called the Cupertino company’s supply chain issues “painful noise in the near term” and remained confident that strong demand for Apple’s products and services should convert to delayed sales in 2022.</p><p><blockquote>来自Wedbush的传统乐观分析师Dan Ives认为没有理由担心苹果及其业务。他称这家库比蒂诺公司的供应链问题是“短期内令人痛苦的噪音”，并仍然相信对苹果产品和服务的强劲需求应该会转化为2022年的销售延迟。</blockquote></p><p> Morgan Stanley’s Katy Huberty is another vocal bull that I like to track for her insightful opinions and analysis. She&nbsp;lowered&nbsp;her price target on AAPL stock by a meager $2 to $164, while still pointing at around 10% gain potential from here.</p><p><blockquote>摩根士丹利的凯蒂·休伯蒂（Katy Huberty）是另一位直言不讳的公牛，我喜欢关注她富有洞察力的观点和分析。她将AAPL股票的目标价下调了2美元，至164美元，但仍指出未来仍有10%左右的上涨潜力。</blockquote></p><p> According to the analyst, “supply constraints will dominate the headlines post Apple's September quarter earnings report”, which could put a damper on valuations and share price for a moment. But she made two other comments that sounded much more upbeat: (1) guidance commentary implies that fiscal Q1 revenue should be in line with consensus, and (2) the more important stories are impressive growth in services and Greater China segments.</p><p><blockquote>这位分析师表示，“供应限制将成为苹果9月份季度收益报告后的头条新闻”，这可能会暂时抑制估值和股价。但她发表了另外两条听起来更加乐观的评论：（1）指导评论意味着第一财季收入应该符合共识，以及（2）更重要的故事是服务业和大中华区令人印象深刻的增长。</blockquote></p><p> Even the much less bullish analysts did notseemtoo worried about Apple. Bernstein’s Tony Sacconaghi has a neutral rating on the stock and sees downside risk of over 10%. Still, the expert seemed to nod at solid fiscal Q1 guided growth of 6% to 9% and higher-than-expected gross margin, despite the challenges.</p><p><blockquote>即使是不那么乐观的分析师似乎也不太担心苹果。伯恩斯坦的托尼·萨科纳吉(Tony Sacconaghi)对该股给予中性评级，并认为下行风险超过10%。尽管如此，尽管面临挑战，这位专家似乎还是对第一财季6%至9%的稳健增长和高于预期的毛利率表示认可。</blockquote></p><p> <b>Apple Maven’s take</b></p><p><blockquote><b>苹果·梅文的看法</b></blockquote></p><p> Investors had become accustomed to seeing Apple deliver impressive earnings beats in the past few years, even more so during the COVID-19 crisis. For this reason, the most recent revenue miss must have felt like a dip in ice-cold water.</p><p><blockquote>投资者已经习惯于看到苹果在过去几年中实现令人印象深刻的盈利超出预期，在COVID-19危机期间更是如此。出于这个原因，最近的收入失误一定感觉就像在冰冷的水中浸泡一样。</blockquote></p><p> But under the hood, Apple’s recent performance has remained impressive. Despite all the supply chain issues, revenues still climbed 29%, albeit over easy 2020 comps. Gross margin increased substantially, and operating expenses remained under check. If not for some drag from below-the-line items that investors care little about, Apple would have delivered another EPS beat.</p><p><blockquote>但在幕后，苹果最近的表现仍然令人印象深刻。尽管存在所有供应链问题，但收入仍增长了29%，尽管与2020年相比较轻松。毛利率大幅增长，运营费用保持可控。如果不是投资者不太关心的线下项目的拖累，苹果的每股收益可能会再次增长。</blockquote></p><p> I still find it hard to justify bearishness towards Apple, considering how well the company’s management team has been executing lately. It looks like the market has agreed with me, even if it took it a few hours on Friday to make up its mind.</p><p><blockquote>考虑到该公司管理团队最近的表现，我仍然发现很难证明对苹果的看跌是合理的。看起来市场已经同意我的观点，即使周五花了几个小时才下定决心。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Disappointed -- and Quickly Rebounded. Here's Why.<blockquote>苹果很失望，但很快就反弹了。原因如下。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Disappointed -- and Quickly Rebounded. Here's Why.<blockquote>苹果很失望，但很快就反弹了。原因如下。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-11-01 23:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple disappointed on fiscal Q3 earnings day, but the stock’s selloff did not last long. Here is the most likely reason why AAPL shares rebounded as early as Friday.</p><p><blockquote>苹果在第三财季财报日令人失望，但该股的抛售并没有持续太久。这是苹果公司股价早在周五就反弹的最有可能的原因。</blockquote></p><p> On October 28,Apple delivered fiscal Q4 results&nbsp;that lagged consensus for the first time in years. Despite revenue growth of 29% that most companies would find very solid, Apple stocksold off in after-hours action, losing as much as $125 billion in market cap right before the earnings call.</p><p><blockquote>10月28日，苹果公布的第四财季业绩多年来首次落后于市场普遍预期。尽管大多数公司认为收入增长了29%，非常稳健，但苹果股票在盘后交易中遭到抛售，在财报看涨期权之前市值损失了高达1250亿美元。</blockquote></p><p> Yet, by the end of day Friday, AAPL had erased the bulk of its short-lived losses. The Apple Maven thinks that the intraday recovery was driven primarily by analysts publishing reports that sounded much less bearish than the revenue miss may have implied at first.</p><p><blockquote>然而，到周五收盘时，苹果公司已经抹去了大部分短暂的损失。这位苹果专家认为，盘中复苏主要是由分析师发布的报告推动的，这些报告听起来远没有最初暗示的那么悲观。</blockquote></p><p> Below, we review some of the main takeaways from Wall Street experts on Apple’s earnings.</p><p><blockquote>下面，我们回顾一下华尔街专家对苹果盈利的一些主要看法。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3facec59ae76a6c28f4c5847600b4de\" tg-width=\"1240\" tg-height=\"886\" referrerpolicy=\"no-referrer\"><span>Figure 1: Apple store in New York, NY.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：纽约州纽约市的苹果商店。</span></p></blockquote></p><p> <b>Wall Street seemed comfortable</b></p><p><blockquote><b>华尔街似乎很舒服</b></blockquote></p><p> TipRanks&nbsp;reported&nbsp;on 13 analysts that published earnings reviews on Apple. Among these, none changed the rating on AAPL stock, which remains a “moderate buy”: about three-fourths still recommend buying the shares.</p><p><blockquote>TipRanks报告了13位在苹果上发表盈利评论的分析师。其中，没有人改变对苹果公司股票的评级，该评级仍为“适度买入”：大约四分之三的人仍然建议购买该股票。</blockquote></p><p> The traditionally optimistic analyst from Wedbush, Dan Ives, did notseereasons to worry about Apple and its business. He called the Cupertino company’s supply chain issues “painful noise in the near term” and remained confident that strong demand for Apple’s products and services should convert to delayed sales in 2022.</p><p><blockquote>来自Wedbush的传统乐观分析师Dan Ives认为没有理由担心苹果及其业务。他称这家库比蒂诺公司的供应链问题是“短期内令人痛苦的噪音”，并仍然相信对苹果产品和服务的强劲需求应该会转化为2022年的销售延迟。</blockquote></p><p> Morgan Stanley’s Katy Huberty is another vocal bull that I like to track for her insightful opinions and analysis. She&nbsp;lowered&nbsp;her price target on AAPL stock by a meager $2 to $164, while still pointing at around 10% gain potential from here.</p><p><blockquote>摩根士丹利的凯蒂·休伯蒂（Katy Huberty）是另一位直言不讳的公牛，我喜欢关注她富有洞察力的观点和分析。她将AAPL股票的目标价下调了2美元，至164美元，但仍指出未来仍有10%左右的上涨潜力。</blockquote></p><p> According to the analyst, “supply constraints will dominate the headlines post Apple's September quarter earnings report”, which could put a damper on valuations and share price for a moment. But she made two other comments that sounded much more upbeat: (1) guidance commentary implies that fiscal Q1 revenue should be in line with consensus, and (2) the more important stories are impressive growth in services and Greater China segments.</p><p><blockquote>这位分析师表示，“供应限制将成为苹果9月份季度收益报告后的头条新闻”，这可能会暂时抑制估值和股价。但她发表了另外两条听起来更加乐观的评论：（1）指导评论意味着第一财季收入应该符合共识，以及（2）更重要的故事是服务业和大中华区令人印象深刻的增长。</blockquote></p><p> Even the much less bullish analysts did notseemtoo worried about Apple. Bernstein’s Tony Sacconaghi has a neutral rating on the stock and sees downside risk of over 10%. Still, the expert seemed to nod at solid fiscal Q1 guided growth of 6% to 9% and higher-than-expected gross margin, despite the challenges.</p><p><blockquote>即使是不那么乐观的分析师似乎也不太担心苹果。伯恩斯坦的托尼·萨科纳吉(Tony Sacconaghi)对该股给予中性评级，并认为下行风险超过10%。尽管如此，尽管面临挑战，这位专家似乎还是对第一财季6%至9%的稳健增长和高于预期的毛利率表示认可。</blockquote></p><p> <b>Apple Maven’s take</b></p><p><blockquote><b>苹果·梅文的看法</b></blockquote></p><p> Investors had become accustomed to seeing Apple deliver impressive earnings beats in the past few years, even more so during the COVID-19 crisis. For this reason, the most recent revenue miss must have felt like a dip in ice-cold water.</p><p><blockquote>投资者已经习惯于看到苹果在过去几年中实现令人印象深刻的盈利超出预期，在COVID-19危机期间更是如此。出于这个原因，最近的收入失误一定感觉就像在冰冷的水中浸泡一样。</blockquote></p><p> But under the hood, Apple’s recent performance has remained impressive. Despite all the supply chain issues, revenues still climbed 29%, albeit over easy 2020 comps. Gross margin increased substantially, and operating expenses remained under check. If not for some drag from below-the-line items that investors care little about, Apple would have delivered another EPS beat.</p><p><blockquote>但在幕后，苹果最近的表现仍然令人印象深刻。尽管存在所有供应链问题，但收入仍增长了29%，尽管与2020年相比较轻松。毛利率大幅增长，运营费用保持可控。如果不是投资者不太关心的线下项目的拖累，苹果的每股收益可能会再次增长。</blockquote></p><p> I still find it hard to justify bearishness towards Apple, considering how well the company’s management team has been executing lately. It looks like the market has agreed with me, even if it took it a few hours on Friday to make up its mind.</p><p><blockquote>考虑到该公司管理团队最近的表现，我仍然发现很难证明对苹果的看跌是合理的。看起来市场已经同意我的观点，即使周五花了几个小时才下定决心。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/stock/this-is-why-apple-stock-rebounded-after-earnings\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/this-is-why-apple-stock-rebounded-after-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175678891","content_text":"Apple disappointed on fiscal Q3 earnings day, but the stock’s selloff did not last long. Here is the most likely reason why AAPL shares rebounded as early as Friday.\nOn October 28,Apple delivered fiscal Q4 results that lagged consensus for the first time in years. Despite revenue growth of 29% that most companies would find very solid, Apple stocksold off in after-hours action, losing as much as $125 billion in market cap right before the earnings call.\nYet, by the end of day Friday, AAPL had erased the bulk of its short-lived losses. The Apple Maven thinks that the intraday recovery was driven primarily by analysts publishing reports that sounded much less bearish than the revenue miss may have implied at first.\nBelow, we review some of the main takeaways from Wall Street experts on Apple’s earnings.\nFigure 1: Apple store in New York, NY.\nWall Street seemed comfortable\nTipRanks reported on 13 analysts that published earnings reviews on Apple. Among these, none changed the rating on AAPL stock, which remains a “moderate buy”: about three-fourths still recommend buying the shares.\nThe traditionally optimistic analyst from Wedbush, Dan Ives, did notseereasons to worry about Apple and its business. He called the Cupertino company’s supply chain issues “painful noise in the near term” and remained confident that strong demand for Apple’s products and services should convert to delayed sales in 2022.\nMorgan Stanley’s Katy Huberty is another vocal bull that I like to track for her insightful opinions and analysis. She lowered her price target on AAPL stock by a meager $2 to $164, while still pointing at around 10% gain potential from here.\nAccording to the analyst, “supply constraints will dominate the headlines post Apple's September quarter earnings report”, which could put a damper on valuations and share price for a moment. But she made two other comments that sounded much more upbeat: (1) guidance commentary implies that fiscal Q1 revenue should be in line with consensus, and (2) the more important stories are impressive growth in services and Greater China segments.\nEven the much less bullish analysts did notseemtoo worried about Apple. Bernstein’s Tony Sacconaghi has a neutral rating on the stock and sees downside risk of over 10%. Still, the expert seemed to nod at solid fiscal Q1 guided growth of 6% to 9% and higher-than-expected gross margin, despite the challenges.\nApple Maven’s take\nInvestors had become accustomed to seeing Apple deliver impressive earnings beats in the past few years, even more so during the COVID-19 crisis. For this reason, the most recent revenue miss must have felt like a dip in ice-cold water.\nBut under the hood, Apple’s recent performance has remained impressive. Despite all the supply chain issues, revenues still climbed 29%, albeit over easy 2020 comps. Gross margin increased substantially, and operating expenses remained under check. If not for some drag from below-the-line items that investors care little about, Apple would have delivered another EPS beat.\nI still find it hard to justify bearishness towards Apple, considering how well the company’s management team has been executing lately. It looks like the market has agreed with me, even if it took it a few hours on Friday to make up its mind.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":4301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858169370,"gmtCreate":1635005418502,"gmtModify":1635005418608,"author":{"id":"3576151042223854","authorId":"3576151042223854","name":"Fayna","avatar":"https://static.tigerbbs.com/d82d63e2a39fe69931574815c44edce8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576151042223854","authorIdStr":"3576151042223854"},"themes":[],"htmlText":"Really a Truth platform? Or an ego-feeding initiative?","listText":"Really a Truth platform? Or an ego-feeding initiative?","text":"Really a Truth platform? Or an ego-feeding initiative?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/858169370","repostId":"1125111938","repostType":4,"isVote":1,"tweetType":1,"viewCount":3651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858169042,"gmtCreate":1635005240406,"gmtModify":1635005240519,"author":{"id":"3576151042223854","authorId":"3576151042223854","name":"Fayna","avatar":"https://static.tigerbbs.com/d82d63e2a39fe69931574815c44edce8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576151042223854","authorIdStr":"3576151042223854"},"themes":[],"htmlText":"I'm still skeptical about its insane high PE ratio. But definitely no doubt the real-life Tony Stark will continue to WoW his audience with many more amazing products. Will keep in close, anticipating watch.&nbsp;","listText":"I'm still skeptical about its insane high PE ratio. But definitely no doubt the real-life Tony Stark will continue to WoW his audience with many more amazing products. Will keep in close, anticipating watch.&nbsp;","text":"I'm still skeptical about its insane high PE ratio. But definitely no doubt the real-life Tony Stark will continue to WoW his audience with many more amazing products. Will keep in close, anticipating watch.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858169042","repostId":"1166213725","repostType":4,"repost":{"id":"1166213725","kind":"news","pubTimestamp":1634948473,"share":"https://www.laohu8.com/m/news/1166213725?lang=zh_CN&edition=full","pubTime":"2021-10-23 08:21","market":"us","language":"en","title":"Tesla Stock Closed Above $900 for First Time. What Could Come Next.<blockquote>特斯拉股价首次收于900美元以上。接下来会发生什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1166213725","media":"Barrons","summary":"Tesla stock hit a new all-time high in Friday trading, and closed at a record. The stock’s recent run has been incredible. How high can it go?Tesla  stock closed at $909.68, up about 1.8%. The S&P 500 dropped about 0.1%, while the Dow Jones Industrial Average added about 0.2%.Shares of the electric-vehicle giant have been boosted by strong deliveries and earnings. Shares also got a boost Friday from a credit upgrade at S&P. Tesla debt is now BB+ rated, one notch below investment grade.Tesla stoc","content":"<p>Tesla&nbsp;stock hit a new all-time high in Friday trading, and closed at a record. The stock’s recent run has been incredible. How high can it go?</p><p><blockquote>特斯拉股价在周五交易中创下历史新高，收盘价创历史新高。该股最近的走势令人难以置信。能涨到多高？</blockquote></p><p> Tesla (ticker: TSLA) stock closed at $909.68, up about 1.8%. The&nbsp;S&amp;P 500&nbsp;dropped about 0.1%, while the&nbsp;Dow Jones Industrial Average&nbsp;added about 0.2%.</p><p><blockquote>特斯拉（股票代码：TSLA）股价收于909.68美元，上涨约1.8%。标准普尔500指数下跌约0.1%，道琼斯工业平均指数上涨约0.2%。</blockquote></p><p> Shares of the electric-vehicle giant have been boosted by strong deliveries and earnings. Shares also got a boost Friday from a credit upgrade at S&amp;P. Tesla debt is now BB+ rated, one notch below investment grade.</p><p><blockquote>强劲的交付量和盈利提振了这家电动汽车巨头的股价。周五，标准普尔的信用升级也提振了股价。特斯拉债务目前评级为BB+，比投资级低一级。</blockquote></p><p> Tesla stock’s new 52-week intraday high is $910 on the nose. The old high-water mark of $900.40 was set on Jan. 25, according to Dow Jones Market Data. On Thursday, Tesla closed at a record for the first time since Jan. 26.</p><p><blockquote>特斯拉股价创52周盘中新高910美元。根据道琼斯市场数据，900.40美元的旧高水位是在1月25日创下的。周四，特斯拉自1月26日以来首次收于创纪录水平。</blockquote></p><p> Shares are up about 40% over the past three months, pushing the market cap to roughly $910 billion. (Tesla has about 1 billion shares outstanding, making the math easy.)</p><p><blockquote>过去三个月，股价上涨了约40%，市值达到约9100亿美元。（特斯拉拥有约10亿股已发行股票，这使得计算变得很容易。）</blockquote></p><p> Bulls, naturally, see more gains ahead. Wedbush analyst Dan Ives raised his bull-case Tesla stock price target to $1,500 from $1,300 after the company reported better-than-expected earnings on Wednesday.</p><p><blockquote>多头自然会看到未来会有更多收益。Wedbush分析师Dan Ives将牛市特斯拉股价目标从1300美元上调至1500美元，此前该公司周三公布了好于预期的财报。</blockquote></p><p> “Tesla is rising because earnings revisions are soaring,” points out Gary Black, managing partner of the Future Fund Active exchange-traded fund. Analyst estimates for Tesla’s 2022 earnings have risen to about $8 a share from $6 over the past few weeks. “Rising estimates drove Tesla to the moon in 2020. They will drive Tesla to $1,000-plus in 2022,” Black says.</p><p><blockquote>“特斯拉正在上涨，因为盈利修正正在飙升，”未来基金主动交易所交易基金管理合伙人Gary Black指出。过去几周，分析师对特斯拉2022年每股收益的预期已从每股6美元升至约8美元。“不断上涨的估值推动特斯拉在2020年登上了月球。它们将推动特斯拉在2022年达到1,000美元以上，”Black说。</blockquote></p><p> Ives rates Tesla stock Buy, and Tesla is the largest position in Black’s fund.</p><p><blockquote>Ives将特斯拉股票评级为买入，特斯拉是Black基金的最大持仓。</blockquote></p><p> Yes, there are still Tesla bears out there who believe the stock is overvalued. The bottom third of analyst price targets averages about $425, less than half of Friday’s close.</p><p><blockquote>是的，仍然有看空特斯拉的人认为该股被高估了。分析师目标价的底部三分之一平均约为425美元，不到周五收盘价的一半。</blockquote></p><p> Bears expect the sky-high valuation to give investors pause eventually. Stocks don’t usually fall just because investors, collectively, wake up one morning and feel differently about valuation. Something has to happen. The overall market could tumble, or the business could trip up. Analysts expect Tesla deliveries to grow to 1.3 million units in 2022 from about 890,000 units in 2021. Any hiccup to growth would be a negative catalyst for shares.</p><p><blockquote>看空者预计天价估值最终会让投资者犹豫不决。股票通常不会因为投资者集体某天早上醒来对估值有不同的感觉而下跌。总得有事发生。整体市场可能会暴跌，或者企业可能会陷入困境。分析师预计，特斯拉的交付量将从2021年的约89万辆增长到2022年的130万辆。增长的任何问题都将成为股市的负面催化剂。</blockquote></p><p> Whether the stock rises or falls in the short run is anyone’s guess. For now, though, the momentum belongs to Tesla bulls.</p><p><blockquote>该股短期内是上涨还是下跌，谁也说不准。不过，就目前而言，势头属于特斯拉多头。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Closed Above $900 for First Time. What Could Come Next.<blockquote>特斯拉股价首次收于900美元以上。接下来会发生什么。</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\">\nTesla Stock Closed Above $900 for First Time. What Could Come Next.<blockquote>特斯拉股价首次收于900美元以上。接下来会发生什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-10-23 08:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tesla&nbsp;stock hit a new all-time high in Friday trading, and closed at a record. The stock’s recent run has been incredible. How high can it go?</p><p><blockquote>特斯拉股价在周五交易中创下历史新高，收盘价创历史新高。该股最近的走势令人难以置信。能涨到多高？</blockquote></p><p> Tesla (ticker: TSLA) stock closed at $909.68, up about 1.8%. The&nbsp;S&amp;P 500&nbsp;dropped about 0.1%, while the&nbsp;Dow Jones Industrial Average&nbsp;added about 0.2%.</p><p><blockquote>特斯拉（股票代码：TSLA）股价收于909.68美元，上涨约1.8%。标准普尔500指数下跌约0.1%，道琼斯工业平均指数上涨约0.2%。</blockquote></p><p> Shares of the electric-vehicle giant have been boosted by strong deliveries and earnings. Shares also got a boost Friday from a credit upgrade at S&amp;P. Tesla debt is now BB+ rated, one notch below investment grade.</p><p><blockquote>强劲的交付量和盈利提振了这家电动汽车巨头的股价。周五，标准普尔的信用升级也提振了股价。特斯拉债务目前评级为BB+，比投资级低一级。</blockquote></p><p> Tesla stock’s new 52-week intraday high is $910 on the nose. The old high-water mark of $900.40 was set on Jan. 25, according to Dow Jones Market Data. On Thursday, Tesla closed at a record for the first time since Jan. 26.</p><p><blockquote>特斯拉股价创52周盘中新高910美元。根据道琼斯市场数据，900.40美元的旧高水位是在1月25日创下的。周四，特斯拉自1月26日以来首次收于创纪录水平。</blockquote></p><p> Shares are up about 40% over the past three months, pushing the market cap to roughly $910 billion. (Tesla has about 1 billion shares outstanding, making the math easy.)</p><p><blockquote>过去三个月，股价上涨了约40%，市值达到约9100亿美元。（特斯拉拥有约10亿股已发行股票，这使得计算变得很容易。）</blockquote></p><p> Bulls, naturally, see more gains ahead. Wedbush analyst Dan Ives raised his bull-case Tesla stock price target to $1,500 from $1,300 after the company reported better-than-expected earnings on Wednesday.</p><p><blockquote>多头自然会看到未来会有更多收益。Wedbush分析师Dan Ives将牛市特斯拉股价目标从1300美元上调至1500美元，此前该公司周三公布了好于预期的财报。</blockquote></p><p> “Tesla is rising because earnings revisions are soaring,” points out Gary Black, managing partner of the Future Fund Active exchange-traded fund. Analyst estimates for Tesla’s 2022 earnings have risen to about $8 a share from $6 over the past few weeks. “Rising estimates drove Tesla to the moon in 2020. They will drive Tesla to $1,000-plus in 2022,” Black says.</p><p><blockquote>“特斯拉正在上涨，因为盈利修正正在飙升，”未来基金主动交易所交易基金管理合伙人Gary Black指出。过去几周，分析师对特斯拉2022年每股收益的预期已从每股6美元升至约8美元。“不断上涨的估值推动特斯拉在2020年登上了月球。它们将推动特斯拉在2022年达到1,000美元以上，”Black说。</blockquote></p><p> Ives rates Tesla stock Buy, and Tesla is the largest position in Black’s fund.</p><p><blockquote>Ives将特斯拉股票评级为买入，特斯拉是Black基金的最大持仓。</blockquote></p><p> Yes, there are still Tesla bears out there who believe the stock is overvalued. The bottom third of analyst price targets averages about $425, less than half of Friday’s close.</p><p><blockquote>是的，仍然有看空特斯拉的人认为该股被高估了。分析师目标价的底部三分之一平均约为425美元，不到周五收盘价的一半。</blockquote></p><p> Bears expect the sky-high valuation to give investors pause eventually. Stocks don’t usually fall just because investors, collectively, wake up one morning and feel differently about valuation. Something has to happen. The overall market could tumble, or the business could trip up. Analysts expect Tesla deliveries to grow to 1.3 million units in 2022 from about 890,000 units in 2021. Any hiccup to growth would be a negative catalyst for shares.</p><p><blockquote>看空者预计天价估值最终会让投资者犹豫不决。股票通常不会因为投资者集体某天早上醒来对估值有不同的感觉而下跌。总得有事发生。整体市场可能会暴跌，或者企业可能会陷入困境。分析师预计，特斯拉的交付量将从2021年的约89万辆增长到2022年的130万辆。增长的任何问题都将成为股市的负面催化剂。</blockquote></p><p> Whether the stock rises or falls in the short run is anyone’s guess. For now, though, the momentum belongs to Tesla bulls.</p><p><blockquote>该股短期内是上涨还是下跌，谁也说不准。不过，就目前而言，势头属于特斯拉多头。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-stock-record-high-51634913773?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-record-high-51634913773?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166213725","content_text":"Tesla stock hit a new all-time high in Friday trading, and closed at a record. The stock’s recent run has been incredible. How high can it go?\nTesla (ticker: TSLA) stock closed at $909.68, up about 1.8%. The S&P 500 dropped about 0.1%, while the Dow Jones Industrial Average added about 0.2%.\nShares of the electric-vehicle giant have been boosted by strong deliveries and earnings. Shares also got a boost Friday from a credit upgrade at S&P. Tesla debt is now BB+ rated, one notch below investment grade.\nTesla stock’s new 52-week intraday high is $910 on the nose. The old high-water mark of $900.40 was set on Jan. 25, according to Dow Jones Market Data. On Thursday, Tesla closed at a record for the first time since Jan. 26.\nShares are up about 40% over the past three months, pushing the market cap to roughly $910 billion. (Tesla has about 1 billion shares outstanding, making the math easy.)\nBulls, naturally, see more gains ahead. Wedbush analyst Dan Ives raised his bull-case Tesla stock price target to $1,500 from $1,300 after the company reported better-than-expected earnings on Wednesday.\n“Tesla is rising because earnings revisions are soaring,” points out Gary Black, managing partner of the Future Fund Active exchange-traded fund. Analyst estimates for Tesla’s 2022 earnings have risen to about $8 a share from $6 over the past few weeks. “Rising estimates drove Tesla to the moon in 2020. They will drive Tesla to $1,000-plus in 2022,” Black says.\nIves rates Tesla stock Buy, and Tesla is the largest position in Black’s fund.\nYes, there are still Tesla bears out there who believe the stock is overvalued. The bottom third of analyst price targets averages about $425, less than half of Friday’s close.\nBears expect the sky-high valuation to give investors pause eventually. Stocks don’t usually fall just because investors, collectively, wake up one morning and feel differently about valuation. Something has to happen. The overall market could tumble, or the business could trip up. Analysts expect Tesla deliveries to grow to 1.3 million units in 2022 from about 890,000 units in 2021. Any hiccup to growth would be a negative catalyst for shares.\nWhether the stock rises or falls in the short run is anyone’s guess. For now, though, the momentum belongs to Tesla bulls.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3918,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853473671,"gmtCreate":1634832252441,"gmtModify":1634832252544,"author":{"id":"3576151042223854","authorId":"3576151042223854","name":"Fayna","avatar":"https://static.tigerbbs.com/d82d63e2a39fe69931574815c44edce8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576151042223854","authorIdStr":"3576151042223854"},"themes":[],"htmlText":"What a great news. Really hope this will be a sign of hope towards breakthrough in treating breast cancer.","listText":"What a great news. Really hope this will be a sign of hope towards breakthrough in treating breast cancer.","text":"What a great news. Really hope this will be a sign of hope towards breakthrough in treating breast cancer.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853473671","repostId":"2159022873","repostType":2,"isVote":1,"tweetType":1,"viewCount":3201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859328250,"gmtCreate":1634656997885,"gmtModify":1634656997975,"author":{"id":"3576151042223854","authorId":"3576151042223854","name":"Fayna","avatar":"https://static.tigerbbs.com/d82d63e2a39fe69931574815c44edce8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576151042223854","authorIdStr":"3576151042223854"},"themes":[],"htmlText":"Waiting with full anticipation. It's like once you became a champion in 2020, you face immense pressure from investors not continue to give them double profit again by 2021. It's just not realistic to think that way.&nbsp;","listText":"Waiting with full anticipation. It's like once you became a champion in 2020, you face immense pressure from investors not continue to give them double profit again by 2021. It's just not realistic to think that way.&nbsp;","text":"Waiting with full anticipation. It's like once you became a champion in 2020, you face immense pressure from investors not continue to give them double profit again by 2021. It's just not realistic to think that way.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859328250","repostId":"2167569485","repostType":2,"isVote":1,"tweetType":1,"viewCount":4991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":824289960,"gmtCreate":1634315182865,"gmtModify":1634315181547,"author":{"id":"3576151042223854","authorId":"3576151042223854","name":"Fayna","avatar":"https://static.tigerbbs.com/d82d63e2a39fe69931574815c44edce8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576151042223854","authorIdStr":"3576151042223854"},"themes":[],"htmlText":"Seizing the opportunities.","listText":"Seizing the opportunities.","text":"Seizing the opportunities.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/824289960","repostId":"2175144191","repostType":2,"isVote":1,"tweetType":1,"viewCount":3958,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828836242,"gmtCreate":1633881398722,"gmtModify":1633881398722,"author":{"id":"3576151042223854","authorId":"3576151042223854","name":"Fayna","avatar":"https://static.tigerbbs.com/d82d63e2a39fe69931574815c44edce8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576151042223854","authorIdStr":"3576151042223854"},"themes":[],"htmlText":"Will be ready for that&nbsp;[强]&nbsp;","listText":"Will be ready for that&nbsp;[强]&nbsp;","text":"Will be ready for that [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828836242","repostId":"1190298937","repostType":4,"repost":{"id":"1190298937","kind":"news","pubTimestamp":1633787347,"share":"https://www.laohu8.com/m/news/1190298937?lang=zh_CN&edition=full","pubTime":"2021-10-09 21:49","market":"us","language":"en","title":"Morgan Stanley is still calling for a 10%-20% crash — protect yourself this way<blockquote>摩根士丹利仍在呼吁10%-20%的崩盘——这样保护自己</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190298937","media":"finance.yahoo","summary":"Slowing growth and tightening financial conditions.\nThat makes Mike Wilson, Morgan Stanley’s chief i","content":"<p>Slowing growth and tightening financial conditions.</p><p><blockquote>增长放缓和金融状况收紧。</blockquote></p><p> That makes Mike Wilson, Morgan Stanley’s chief investment officer, nervous.</p><p><blockquote>这让摩根士丹利首席投资官迈克·威尔逊感到紧张。</blockquote></p><p> “In short, higher real rates should mean lower equity prices,\" Wilson wrote last week in a note to clients. \"Secondarily, they may also mean value over growth even as the overall equity market goes lower.\"</p><p><blockquote>“简而言之，更高的实际利率应该意味着更低的股价，”威尔逊上周在给客户的一份报告中写道。“其次，它们也可能意味着价值超过增长，即使整体股市走低。”</blockquote></p><p> Wilson also said in a recent interview that the firm's call for a 10%-20% correction would be led by tech stocks as earnings estimates are too high.</p><p><blockquote>Wilson在最近的一次采访中还表示，由于盈利预期过高，该公司10%-20%调整的看涨期权将由科技股引领。</blockquote></p><p> Within that context, Wilson advised investors to favor defensive sectors such as healthcare, consumer staples, and financials.</p><p><blockquote>在此背景下，威尔逊建议投资者青睐医疗保健、必需消费品和金融等防御性板块。</blockquote></p><p> Let's take a quick look at a few possible plays from those areas — one of them could be worth buying withyour spare change.</p><p><blockquote>让我们快速浏览一下这些领域的一些可能的游戏——其中一个可能值得用你的零钱购买。</blockquote></p><p> 1. Financials: Bank of America (BAC)</p><p><blockquote>1.金融：美国银行（BAC）</blockquote></p><p> Over the last decade, Bank of America has streamlined and refined its business practices and operations to rise from one of the lowest rated banks in the country to the second-largest bank by assets (roughly $2.3 trillion in total assets). With assets of $3 trillion, JPMorgan Chase is the biggest.</p><p><blockquote>在过去十年中，美国银行精简和完善了其业务实践和运营，从美国评级最低的银行之一跃升为资产第二大银行（总资产约2.3万亿美元）。摩根大通拥有3万亿美元的资产，是最大的。</blockquote></p><p> As the economy continues to recover from the pandemic and inflation continues to surge, interest rates are likely to rise, putting the bank is in a good position to continue its success. Banks benefit from higher rates through a wider \"spread\" — the difference in interest that they pay to customers and what they earn by investing.</p><p><blockquote>随着经济继续从疫情中复苏，通胀继续飙升，利率可能会上升，这使该银行处于继续取得成功的有利位置。银行通过更大的“利差”（他们支付给客户的利息与他们通过投资赚取的利息之间的差额）从更高的利率中受益。</blockquote></p><p> And despite not quite hitting its earning mark last quarter, Bank of America delivered shareholders a dividend hike — upping its yield 17% from 18 cents to 21 cents per share. Currently, the shares offer a dividend yield of 1.9%.</p><p><blockquote>尽管上个季度没有完全达到盈利水平，但美国银行还是向股东提高了股息，将其收益率从每股18美分提高到21美分，增加了17%。目前，该股的股息率为1.9%。</blockquote></p><p> 2. Consumer Staples: PepsiCo (PEP)</p><p><blockquote>2.必需消费品：百事可乐（PEP）</blockquote></p><p> Pepsico is so much more than a major cola and soda brand. Most consumers will be aware that Mountain Dew and Gatorade fall under the Pepsico umbrella.</p><p><blockquote>百事可乐不仅仅是一个主要的可乐和苏打水品牌。大多数消费者都会意识到激浪和佳得乐属于百事可乐旗下。</blockquote></p><p> But this food and beverage juggernaut also owns Frito-Lay, Quaker Foods, Tropicana, SodaStream and dozens of other brands across the world.</p><p><blockquote>但这家食品和饮料巨头还在全球拥有菲多利、桂格食品、纯果乐、SodaStream和数十个其他品牌。</blockquote></p><p> With everyone spending so much time at home, snack food consumption went way up during the pandemic — which was great news for Pepsi. In July, the company reported that net sales rose more than 20% year over year to $19.22 billion — nicely above expectations of $18 billion.</p><p><blockquote>由于每个人都花这么多时间在家，疫情期间零食消费量大幅上升——这对百事可乐来说是个好消息。7月份，该公司报告净销售额同比增长超过20%，达到192.2亿美元，远高于180亿美元的预期。</blockquote></p><p> And the company is passing on some of those sweet (or salty, depending on your taste) dollars to shareholders through healthy dividends, which have been steadily increasing over the years. Over the past ten years, Pepsico's dividend has grown at a compounded rate of 7.7% versus 6.1% from its main rival Coca-Cola.</p><p><blockquote>该公司正在通过健康的股息将一些甜的（或咸的，取决于你的口味）美元传递给股东，这些年来股息一直在稳步增加。过去十年，百事可乐的股息复合增长率为7.7%，而其主要竞争对手可口可乐的股息复合增长率为6.1%。</blockquote></p><p> Pepsico shares offer a dividend yield of 2.8%.</p><p><blockquote>百事公司股票的股息率为2.8%。</blockquote></p><p> 3. Health care: Johnson &amp; Johnson (JNJ)</p><p><blockquote>3.医疗保健：强生（JNJ）</blockquote></p><p> Between its business in medical devices, pharmaceuticals and consumer packaged goods, Johnson &amp; Johnson has become a household name.</p><p><blockquote>强生公司的医疗器械、药品和消费品业务已成为家喻户晓的品牌。</blockquote></p><p> And more than that, its numerous subsidiaries including Band-Aid, Tylenol, Neutrogena, Listerine and Clean &amp; Clear could stand on their own as successful brands.</p><p><blockquote>更重要的是，其众多子公司，包括Band-Aid、Tylenol、Neutrogena、Listerine和Clean&amp;Clear都可以独立成为成功的品牌。</blockquote></p><p> JNJ’s diverse holdings in the health care segment ensures it’s able to ride out any economic slumps. And with a handful of industry-leading drugs for immunology and cancer treatment under its Janssen Pharamceutica arm, there’s a good deal of growth opportunity for JNJ.</p><p><blockquote>强生在医疗保健领域的多元化持股确保其能够度过任何经济衰退。JNJ旗下的Janssen Pharamceutica部门拥有一些行业领先的免疫学和癌症治疗药物，因此JNJ拥有大量的增长机会。</blockquote></p><p> The company’s Q2 results were buoyed by $12.59 billion in revenue from its COVID-19 shot over the year — with global sales of $164 million in the second quarter alone.</p><p><blockquote>该公司第二季度的业绩受到全年COVID-19注射收入125.9亿美元的提振，仅第二季度全球销售额就达到1.64亿美元。</blockquote></p><p> JNJ shared its success with shareholders through a dividend of $1.06 in the third quarter, up from $1.01 six months before.</p><p><blockquote>强生通过第三季度1.06美元的股息与股东分享了其成功，高于六个月前的1.01美元。</blockquote></p><p> The stock currently has a dividend yield of 2.7%.</p><p><blockquote>该股目前的股息率为2.7%。</blockquote></p><p></p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley is still calling for a 10%-20% crash — protect yourself this way<blockquote>摩根士丹利仍在呼吁10%-20%的崩盘——这样保护自己</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\">\nMorgan Stanley is still calling for a 10%-20% crash — protect yourself this way<blockquote>摩根士丹利仍在呼吁10%-20%的崩盘——这样保护自己</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">finance.yahoo</strong><span class=\"h-time small\">2021-10-09 21:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Slowing growth and tightening financial conditions.</p><p><blockquote>增长放缓和金融状况收紧。</blockquote></p><p> That makes Mike Wilson, Morgan Stanley’s chief investment officer, nervous.</p><p><blockquote>这让摩根士丹利首席投资官迈克·威尔逊感到紧张。</blockquote></p><p> “In short, higher real rates should mean lower equity prices,\" Wilson wrote last week in a note to clients. \"Secondarily, they may also mean value over growth even as the overall equity market goes lower.\"</p><p><blockquote>“简而言之，更高的实际利率应该意味着更低的股价，”威尔逊上周在给客户的一份报告中写道。“其次，它们也可能意味着价值超过增长，即使整体股市走低。”</blockquote></p><p> Wilson also said in a recent interview that the firm's call for a 10%-20% correction would be led by tech stocks as earnings estimates are too high.</p><p><blockquote>Wilson在最近的一次采访中还表示，由于盈利预期过高，该公司10%-20%调整的看涨期权将由科技股引领。</blockquote></p><p> Within that context, Wilson advised investors to favor defensive sectors such as healthcare, consumer staples, and financials.</p><p><blockquote>在此背景下，威尔逊建议投资者青睐医疗保健、必需消费品和金融等防御性板块。</blockquote></p><p> Let's take a quick look at a few possible plays from those areas — one of them could be worth buying withyour spare change.</p><p><blockquote>让我们快速浏览一下这些领域的一些可能的游戏——其中一个可能值得用你的零钱购买。</blockquote></p><p> 1. Financials: Bank of America (BAC)</p><p><blockquote>1.金融：美国银行（BAC）</blockquote></p><p> Over the last decade, Bank of America has streamlined and refined its business practices and operations to rise from one of the lowest rated banks in the country to the second-largest bank by assets (roughly $2.3 trillion in total assets). With assets of $3 trillion, JPMorgan Chase is the biggest.</p><p><blockquote>在过去十年中，美国银行精简和完善了其业务实践和运营，从美国评级最低的银行之一跃升为资产第二大银行（总资产约2.3万亿美元）。摩根大通拥有3万亿美元的资产，是最大的。</blockquote></p><p> As the economy continues to recover from the pandemic and inflation continues to surge, interest rates are likely to rise, putting the bank is in a good position to continue its success. Banks benefit from higher rates through a wider \"spread\" — the difference in interest that they pay to customers and what they earn by investing.</p><p><blockquote>随着经济继续从疫情中复苏，通胀继续飙升，利率可能会上升，这使该银行处于继续取得成功的有利位置。银行通过更大的“利差”（他们支付给客户的利息与他们通过投资赚取的利息之间的差额）从更高的利率中受益。</blockquote></p><p> And despite not quite hitting its earning mark last quarter, Bank of America delivered shareholders a dividend hike — upping its yield 17% from 18 cents to 21 cents per share. Currently, the shares offer a dividend yield of 1.9%.</p><p><blockquote>尽管上个季度没有完全达到盈利水平，但美国银行还是向股东提高了股息，将其收益率从每股18美分提高到21美分，增加了17%。目前，该股的股息率为1.9%。</blockquote></p><p> 2. Consumer Staples: PepsiCo (PEP)</p><p><blockquote>2.必需消费品：百事可乐（PEP）</blockquote></p><p> Pepsico is so much more than a major cola and soda brand. Most consumers will be aware that Mountain Dew and Gatorade fall under the Pepsico umbrella.</p><p><blockquote>百事可乐不仅仅是一个主要的可乐和苏打水品牌。大多数消费者都会意识到激浪和佳得乐属于百事可乐旗下。</blockquote></p><p> But this food and beverage juggernaut also owns Frito-Lay, Quaker Foods, Tropicana, SodaStream and dozens of other brands across the world.</p><p><blockquote>但这家食品和饮料巨头还在全球拥有菲多利、桂格食品、纯果乐、SodaStream和数十个其他品牌。</blockquote></p><p> With everyone spending so much time at home, snack food consumption went way up during the pandemic — which was great news for Pepsi. In July, the company reported that net sales rose more than 20% year over year to $19.22 billion — nicely above expectations of $18 billion.</p><p><blockquote>由于每个人都花这么多时间在家，疫情期间零食消费量大幅上升——这对百事可乐来说是个好消息。7月份，该公司报告净销售额同比增长超过20%，达到192.2亿美元，远高于180亿美元的预期。</blockquote></p><p> And the company is passing on some of those sweet (or salty, depending on your taste) dollars to shareholders through healthy dividends, which have been steadily increasing over the years. Over the past ten years, Pepsico's dividend has grown at a compounded rate of 7.7% versus 6.1% from its main rival Coca-Cola.</p><p><blockquote>该公司正在通过健康的股息将一些甜的（或咸的，取决于你的口味）美元传递给股东，这些年来股息一直在稳步增加。过去十年，百事可乐的股息复合增长率为7.7%，而其主要竞争对手可口可乐的股息复合增长率为6.1%。</blockquote></p><p> Pepsico shares offer a dividend yield of 2.8%.</p><p><blockquote>百事公司股票的股息率为2.8%。</blockquote></p><p> 3. Health care: Johnson &amp; Johnson (JNJ)</p><p><blockquote>3.医疗保健：强生（JNJ）</blockquote></p><p> Between its business in medical devices, pharmaceuticals and consumer packaged goods, Johnson &amp; Johnson has become a household name.</p><p><blockquote>强生公司的医疗器械、药品和消费品业务已成为家喻户晓的品牌。</blockquote></p><p> And more than that, its numerous subsidiaries including Band-Aid, Tylenol, Neutrogena, Listerine and Clean &amp; Clear could stand on their own as successful brands.</p><p><blockquote>更重要的是，其众多子公司，包括Band-Aid、Tylenol、Neutrogena、Listerine和Clean&amp;Clear都可以独立成为成功的品牌。</blockquote></p><p> JNJ’s diverse holdings in the health care segment ensures it’s able to ride out any economic slumps. And with a handful of industry-leading drugs for immunology and cancer treatment under its Janssen Pharamceutica arm, there’s a good deal of growth opportunity for JNJ.</p><p><blockquote>强生在医疗保健领域的多元化持股确保其能够度过任何经济衰退。JNJ旗下的Janssen Pharamceutica部门拥有一些行业领先的免疫学和癌症治疗药物，因此JNJ拥有大量的增长机会。</blockquote></p><p> The company’s Q2 results were buoyed by $12.59 billion in revenue from its COVID-19 shot over the year — with global sales of $164 million in the second quarter alone.</p><p><blockquote>该公司第二季度的业绩受到全年COVID-19注射收入125.9亿美元的提振，仅第二季度全球销售额就达到1.64亿美元。</blockquote></p><p> JNJ shared its success with shareholders through a dividend of $1.06 in the third quarter, up from $1.01 six months before.</p><p><blockquote>强生通过第三季度1.06美元的股息与股东分享了其成功，高于六个月前的1.01美元。</blockquote></p><p> The stock currently has a dividend yield of 2.7%.</p><p><blockquote>该股目前的股息率为2.7%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/morgan-stanley-still-calling-10-120000250.html\">finance.yahoo</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JNJ":"强生","PEP":"百事可乐","BAC":"美国银行"},"source_url":"https://finance.yahoo.com/news/morgan-stanley-still-calling-10-120000250.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190298937","content_text":"Slowing growth and tightening financial conditions.\nThat makes Mike Wilson, Morgan Stanley’s chief investment officer, nervous.\n“In short, higher real rates should mean lower equity prices,\" Wilson wrote last week in a note to clients. \"Secondarily, they may also mean value over growth even as the overall equity market goes lower.\"\nWilson also said in a recent interview that the firm's call for a 10%-20% correction would be led by tech stocks as earnings estimates are too high.\nWithin that context, Wilson advised investors to favor defensive sectors such as healthcare, consumer staples, and financials.\nLet's take a quick look at a few possible plays from those areas — one of them could be worth buying withyour spare change.\n1. Financials: Bank of America (BAC)\nOver the last decade, Bank of America has streamlined and refined its business practices and operations to rise from one of the lowest rated banks in the country to the second-largest bank by assets (roughly $2.3 trillion in total assets). With assets of $3 trillion, JPMorgan Chase is the biggest.\nAs the economy continues to recover from the pandemic and inflation continues to surge, interest rates are likely to rise, putting the bank is in a good position to continue its success. Banks benefit from higher rates through a wider \"spread\" — the difference in interest that they pay to customers and what they earn by investing.\nAnd despite not quite hitting its earning mark last quarter, Bank of America delivered shareholders a dividend hike — upping its yield 17% from 18 cents to 21 cents per share. Currently, the shares offer a dividend yield of 1.9%.\n2. Consumer Staples: PepsiCo (PEP)\nPepsico is so much more than a major cola and soda brand. Most consumers will be aware that Mountain Dew and Gatorade fall under the Pepsico umbrella.\nBut this food and beverage juggernaut also owns Frito-Lay, Quaker Foods, Tropicana, SodaStream and dozens of other brands across the world.\nWith everyone spending so much time at home, snack food consumption went way up during the pandemic — which was great news for Pepsi. In July, the company reported that net sales rose more than 20% year over year to $19.22 billion — nicely above expectations of $18 billion.\nAnd the company is passing on some of those sweet (or salty, depending on your taste) dollars to shareholders through healthy dividends, which have been steadily increasing over the years. Over the past ten years, Pepsico's dividend has grown at a compounded rate of 7.7% versus 6.1% from its main rival Coca-Cola.\nPepsico shares offer a dividend yield of 2.8%.\n3. Health care: Johnson & Johnson (JNJ)\nBetween its business in medical devices, pharmaceuticals and consumer packaged goods, Johnson & Johnson has become a household name.\nAnd more than that, its numerous subsidiaries including Band-Aid, Tylenol, Neutrogena, Listerine and Clean & Clear could stand on their own as successful brands.\nJNJ’s diverse holdings in the health care segment ensures it’s able to ride out any economic slumps. And with a handful of industry-leading drugs for immunology and cancer treatment under its Janssen Pharamceutica arm, there’s a good deal of growth opportunity for JNJ.\nThe company’s Q2 results were buoyed by $12.59 billion in revenue from its COVID-19 shot over the year — with global sales of $164 million in the second quarter alone.\nJNJ shared its success with shareholders through a dividend of $1.06 in the third quarter, up from $1.01 six months before.\nThe stock currently has a dividend yield of 2.7%.","news_type":1,"symbols_score_info":{"JNJ":0.9,"PEP":0.9,"BAC":0.9}},"isVote":1,"tweetType":1,"viewCount":1225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823628498,"gmtCreate":1633619332047,"gmtModify":1633619332116,"author":{"id":"3576151042223854","authorId":"3576151042223854","name":"Fayna","avatar":"https://static.tigerbbs.com/d82d63e2a39fe69931574815c44edce8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576151042223854","authorIdStr":"3576151042223854"},"themes":[],"htmlText":"Being exclusive could often mean being a bully or a monopoly. Good to know that there's good check and balance.","listText":"Being exclusive could often mean being a bully or a monopoly. Good to know that there's good check and balance.","text":"Being exclusive could often mean being a bully or a monopoly. Good to know that there's good check and balance.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823628498","repostId":"1117622802","repostType":2,"isVote":1,"tweetType":1,"viewCount":753,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820154742,"gmtCreate":1633361153766,"gmtModify":1633361153912,"author":{"id":"3576151042223854","authorId":"3576151042223854","name":"Fayna","avatar":"https://static.tigerbbs.com/d82d63e2a39fe69931574815c44edce8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576151042223854","authorIdStr":"3576151042223854"},"themes":[],"htmlText":"Rooting for Merck to end the craze of anti vaxx vs pro vaxx&nbsp;warfare. Hopefully there won't come another new sentiment of anti-pills 😅","listText":"Rooting for Merck to end the craze of anti vaxx vs pro vaxx&nbsp;warfare. Hopefully there won't come another new sentiment of anti-pills 😅","text":"Rooting for Merck to end the craze of anti vaxx vs pro vaxx warfare. Hopefully there won't come another new sentiment of anti-pills 😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/820154742","repostId":"2172996409","repostType":2,"isVote":1,"tweetType":1,"viewCount":1181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867940342,"gmtCreate":1633192995172,"gmtModify":1633192995312,"author":{"id":"3576151042223854","authorId":"3576151042223854","name":"Fayna","avatar":"https://static.tigerbbs.com/d82d63e2a39fe69931574815c44edce8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576151042223854","authorIdStr":"3576151042223854"},"themes":[],"htmlText":"Freaky interesting 😏&nbsp;","listText":"Freaky interesting 😏&nbsp;","text":"Freaky interesting 😏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/867940342","repostId":"2172396138","repostType":4,"isVote":1,"tweetType":1,"viewCount":752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867951569,"gmtCreate":1633191081866,"gmtModify":1633191109147,"author":{"id":"3576151042223854","authorId":"3576151042223854","name":"Fayna","avatar":"https://static.tigerbbs.com/d82d63e2a39fe69931574815c44edce8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576151042223854","authorIdStr":"3576151042223854"},"themes":[],"htmlText":"Vaccine companies should be given free movie tickets for saving the theatres 🎥.&nbsp;","listText":"Vaccine companies should be given free movie tickets for saving the theatres 🎥.&nbsp;","text":"Vaccine companies should be given free movie tickets for saving the theatres 🎥.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/867951569","repostId":"2172842961","repostType":4,"isVote":1,"tweetType":1,"viewCount":945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865967801,"gmtCreate":1632931970455,"gmtModify":1632965638520,"author":{"id":"3576151042223854","authorId":"3576151042223854","name":"Fayna","avatar":"https://static.tigerbbs.com/d82d63e2a39fe69931574815c44edce8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576151042223854","authorIdStr":"3576151042223854"},"themes":[],"htmlText":"If I consider buying the business, instead of buying the stock itself, I remain hopeful in LOGI. The balance sheet is healthy.&nbsp; I don't play games, but using LOGI's product in my work as an educator has always made me imagine that the creators behind this brand are so brilliant and truly understand their users. From being excellently minimalistic to sophisticatedly classy, I would like to believe that the top bosses of this company will be keeping their shareholders happy in years to come 😊 fingers crossed 🤞&nbsp;","listText":"If I consider buying the business, instead of buying the stock itself, I remain hopeful in LOGI. The balance sheet is healthy.&nbsp; I don't play games, but using LOGI's product in my work as an educator has always made me imagine that the creators behind this brand are so brilliant and truly understand their users. From being excellently minimalistic to sophisticatedly classy, I would like to believe that the top bosses of this company will be keeping their shareholders happy in years to come 😊 fingers crossed 🤞&nbsp;","text":"If I consider buying the business, instead of buying the stock itself, I remain hopeful in LOGI. The balance sheet is healthy. I don't play games, but using LOGI's product in my work as an educator has always made me imagine that the creators behind this brand are so brilliant and truly understand their users. From being excellently minimalistic to sophisticatedly classy, I would like to believe that the top bosses of this company will be keeping their shareholders happy in years to come 😊 fingers crossed 🤞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865967801","repostId":"1170129461","repostType":2,"isVote":1,"tweetType":1,"viewCount":1104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":863489125,"gmtCreate":1632411933167,"gmtModify":1632729946176,"author":{"id":"3576151042223854","authorId":"3576151042223854","name":"Fayna","avatar":"https://static.tigerbbs.com/d82d63e2a39fe69931574815c44edce8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576151042223854","authorIdStr":"3576151042223854"},"themes":[],"htmlText":"Crime probe and justice should take precedence over information&nbsp;privacy. It's ironic to see how a company defended info that exposes power abuse, yet not hesitate to open up the floodgates of private info to boost advertising revenues.&nbsp;","listText":"Crime probe and justice should take precedence over information&nbsp;privacy. It's ironic to see how a company defended info that exposes power abuse, yet not hesitate to open up the floodgates of private info to boost advertising revenues.&nbsp;","text":"Crime probe and justice should take precedence over information privacy. It's ironic to see how a company defended info that exposes power abuse, yet not hesitate to open up the floodgates of private info to boost advertising revenues.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/863489125","repostId":"2169666619","repostType":2,"isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882763167,"gmtCreate":1631721726059,"gmtModify":1632806585686,"author":{"id":"3576151042223854","authorId":"3576151042223854","name":"Fayna","avatar":"https://static.tigerbbs.com/d82d63e2a39fe69931574815c44edce8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576151042223854","authorIdStr":"3576151042223854"},"themes":[],"htmlText":"A relief to know, but still remain cautious.","listText":"A relief to know, but still remain cautious.","text":"A relief to know, but still remain cautious.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/882763167","repostId":"2167596281","repostType":4,"repost":{"id":"2167596281","kind":"highlight","pubTimestamp":1631717501,"share":"https://www.laohu8.com/m/news/2167596281?lang=zh_CN&edition=full","pubTime":"2021-09-15 22:51","market":"us","language":"en","title":"Will high inflation kill the bull market in stocks? History says probably not<blockquote>高通胀会扼杀股市牛市吗？历史表明可能不会</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2167596281","media":"MarketWatch","summary":"Bulls should take comfort in falling Treasury yields after CPI reading: RenMac's deGraaf\nRest easy, ","content":"<p>Bulls should take comfort in falling Treasury yields after CPI reading: RenMac's deGraaf</p><p><blockquote>RenMac的deGraaf：CPI数据公布后，多头应该对国债收益率下降感到欣慰</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f32023f48de3e957dc2eeafa5c0826df\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Rest easy, big fella. Jeff J Mitchell/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>放心吧，大家伙。杰夫·J·米切尔/盖蒂图片社</span></p></blockquote></p><p> U.S. inflation didn't run as hot as expected in August, but remains elevated and a source of worry for investors and policy makers. But by itself, a jump in inflation is hardly ever enough to derail a bull market in stocks, according to a top Wall Street technician.</p><p><blockquote>美国8月份通胀没有预期那么高，但仍然很高，令投资者和政策制定者担忧。但华尔街一位顶级技术人员表示，通胀飙升本身不足以破坏股市牛市。</blockquote></p><p> \"We can't find much evidence that spiking inflation figures are bearish for equities,\" said Jeff deGraaf, founder of Renaissance Macro Research, in a Wednesday note.</p><p><blockquote>文艺复兴宏观研究公司创始人杰夫·德格拉夫在周三的一份报告中表示：“我们找不到太多证据表明通胀数据飙升对股市不利。”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e2f0e509e61bdec3d6cb64f05375e301\" tg-width=\"700\" tg-height=\"559\" width=\"100%\" height=\"auto\"><span>Renaissance Macro Research</span></p><p><blockquote><p class=\"t-img-caption\"><span>文艺复兴宏观研究</span></p></blockquote></p><p> In the note, which featured the chart above, deGraaf observed that inflation jumps \"do tend to push against returns when they force the Fed's hand to kill the growth cycle, but we know that's not happening here yet.\"</p><p><blockquote>在以上图为特色的报告中，德格拉夫观察到，通胀跃升“当迫使美联储出手扼杀增长周期时，确实会抑制回报，但我们知道这种情况还没有发生。”</blockquote></p><p> The August consumer price index rose a less-than-expected 0.3% in August and that saw the year-over-year rate fall to a still-elevated 5.3% from 5.4%, the first such decline since October. The core rate, which excludes volatile food and energy costs, saw a 4% year-over-year rise versus 4.3% in July.</p><p><blockquote>8月份消费者价格指数上涨0.3%，低于预期，同比涨幅从5.4%降至5.3%，这是自10月份以来首次出现此类下降。核心利率（不包括波动较大的食品和能源成本）同比上涨4%，而7月份为4.3%。</blockquote></p><p> The drop was seen reinforcing the message from Federal Reserve Chairman Jerome Powell and other policy makers that rising inflation pressures were likely to prove \"transitory,\" though economists said signs of underlying inflation pressures still raised alarms.</p><p><blockquote>这一下降被认为强化了美联储主席杰罗姆·鲍威尔和其他政策制定者的信息，即通胀压力上升可能会被证明是“暂时的”，尽管经济学家表示，潜在通胀压力的迹象仍然敲响了警钟。</blockquote></p><p> Meanwhile, long-dated Treasury yields declined following the CPI reading. While the data wasn't expected to alter the Fed's desire to begin scaling back its monthly bond purchases before year-end, analysts said the decline in yields reflected fading worries among bond investors that the Federal Reserve might be forced to raise interest rates by more than expected.</p><p><blockquote>与此同时，长期国债收益率在CPI数据公布后下降。虽然预计该数据不会改变美联储在年底前开始缩减月度债券购买规模的愿望，但分析师表示，收益率下降反映出债券投资者对美联储可能被迫加息幅度超过预期的担忧正在消退。</blockquote></p><p> The yield on the 10-year Treasury note fell 4.7 basis points to 1.276% on Tuesday, its biggest <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day decline since Aug. 13. The yield continued to edge lower Wednesday, trading at 1.275%.</p><p><blockquote>10年期美国国债收益率周二下跌4.7个基点至1.276%，创下最大<a href=\"https://laohu8.com/S/AONE.U\">一</a>-自8月13日以来的单日下跌。周三收益率继续小幅走低，报1.275%。</blockquote></p><p> \"The response from 10-year yields should provide some real--time comfort to those concerned that inflation measures are about to go off the rails,\" deGraaf wrote. \"The fact remains that inflation expectations are a far better sentiment guide than they are a predictor of realized inflation.\"</p><p><blockquote>deGraaf写道：“10年期国债收益率的反应应该会给那些担心通胀措施即将脱轨的人带来一些实时安慰。”“事实仍然是，通胀预期是一种比实际通胀预测更好的情绪指引。”</blockquote></p><p> Stocks have stumbled in September, with the S&amp;P 500 retreating 1.8% in the month to date and taking it 2.1% below its record finish earlier in the month. The Dow Jones Industrial Average is off 2.6% so far in September.</p><p><blockquote>9月份股市暴跌，标普500本月迄今下跌1.8%，比本月早些时候的创纪录收盘价低2.1%。9月份迄今为止，道琼斯工业平均指数已下跌2.6%。</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>Will high inflation kill the bull market in stocks? History says probably not<blockquote>高通胀会扼杀股市牛市吗？历史表明可能不会</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\">\nWill high inflation kill the bull market in stocks? History says probably not<blockquote>高通胀会扼杀股市牛市吗？历史表明可能不会</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-09-15 22:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Bulls should take comfort in falling Treasury yields after CPI reading: RenMac's deGraaf</p><p><blockquote>RenMac的deGraaf：CPI数据公布后，多头应该对国债收益率下降感到欣慰</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f32023f48de3e957dc2eeafa5c0826df\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Rest easy, big fella. Jeff J Mitchell/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>放心吧，大家伙。杰夫·J·米切尔/盖蒂图片社</span></p></blockquote></p><p> U.S. inflation didn't run as hot as expected in August, but remains elevated and a source of worry for investors and policy makers. But by itself, a jump in inflation is hardly ever enough to derail a bull market in stocks, according to a top Wall Street technician.</p><p><blockquote>美国8月份通胀没有预期那么高，但仍然很高，令投资者和政策制定者担忧。但华尔街一位顶级技术人员表示，通胀飙升本身不足以破坏股市牛市。</blockquote></p><p> \"We can't find much evidence that spiking inflation figures are bearish for equities,\" said Jeff deGraaf, founder of Renaissance Macro Research, in a Wednesday note.</p><p><blockquote>文艺复兴宏观研究公司创始人杰夫·德格拉夫在周三的一份报告中表示：“我们找不到太多证据表明通胀数据飙升对股市不利。”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e2f0e509e61bdec3d6cb64f05375e301\" tg-width=\"700\" tg-height=\"559\" width=\"100%\" height=\"auto\"><span>Renaissance Macro Research</span></p><p><blockquote><p class=\"t-img-caption\"><span>文艺复兴宏观研究</span></p></blockquote></p><p> In the note, which featured the chart above, deGraaf observed that inflation jumps \"do tend to push against returns when they force the Fed's hand to kill the growth cycle, but we know that's not happening here yet.\"</p><p><blockquote>在以上图为特色的报告中，德格拉夫观察到，通胀跃升“当迫使美联储出手扼杀增长周期时，确实会抑制回报，但我们知道这种情况还没有发生。”</blockquote></p><p> The August consumer price index rose a less-than-expected 0.3% in August and that saw the year-over-year rate fall to a still-elevated 5.3% from 5.4%, the first such decline since October. The core rate, which excludes volatile food and energy costs, saw a 4% year-over-year rise versus 4.3% in July.</p><p><blockquote>8月份消费者价格指数上涨0.3%，低于预期，同比涨幅从5.4%降至5.3%，这是自10月份以来首次出现此类下降。核心利率（不包括波动较大的食品和能源成本）同比上涨4%，而7月份为4.3%。</blockquote></p><p> The drop was seen reinforcing the message from Federal Reserve Chairman Jerome Powell and other policy makers that rising inflation pressures were likely to prove \"transitory,\" though economists said signs of underlying inflation pressures still raised alarms.</p><p><blockquote>这一下降被认为强化了美联储主席杰罗姆·鲍威尔和其他政策制定者的信息，即通胀压力上升可能会被证明是“暂时的”，尽管经济学家表示，潜在通胀压力的迹象仍然敲响了警钟。</blockquote></p><p> Meanwhile, long-dated Treasury yields declined following the CPI reading. While the data wasn't expected to alter the Fed's desire to begin scaling back its monthly bond purchases before year-end, analysts said the decline in yields reflected fading worries among bond investors that the Federal Reserve might be forced to raise interest rates by more than expected.</p><p><blockquote>与此同时，长期国债收益率在CPI数据公布后下降。虽然预计该数据不会改变美联储在年底前开始缩减月度债券购买规模的愿望，但分析师表示，收益率下降反映出债券投资者对美联储可能被迫加息幅度超过预期的担忧正在消退。</blockquote></p><p> The yield on the 10-year Treasury note fell 4.7 basis points to 1.276% on Tuesday, its biggest <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day decline since Aug. 13. The yield continued to edge lower Wednesday, trading at 1.275%.</p><p><blockquote>10年期美国国债收益率周二下跌4.7个基点至1.276%，创下最大<a href=\"https://laohu8.com/S/AONE.U\">一</a>-自8月13日以来的单日下跌。周三收益率继续小幅走低，报1.275%。</blockquote></p><p> \"The response from 10-year yields should provide some real--time comfort to those concerned that inflation measures are about to go off the rails,\" deGraaf wrote. \"The fact remains that inflation expectations are a far better sentiment guide than they are a predictor of realized inflation.\"</p><p><blockquote>deGraaf写道：“10年期国债收益率的反应应该会给那些担心通胀措施即将脱轨的人带来一些实时安慰。”“事实仍然是，通胀预期是一种比实际通胀预测更好的情绪指引。”</blockquote></p><p> Stocks have stumbled in September, with the S&amp;P 500 retreating 1.8% in the month to date and taking it 2.1% below its record finish earlier in the month. The Dow Jones Industrial Average is off 2.6% so far in September.</p><p><blockquote>9月份股市暴跌，标普500本月迄今下跌1.8%，比本月早些时候的创纪录收盘价低2.1%。9月份迄今为止，道琼斯工业平均指数已下跌2.6%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/will-high-inflation-kill-the-bull-market-in-stocks-history-says-probably-not-11631711547?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":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/will-high-inflation-kill-the-bull-market-in-stocks-history-says-probably-not-11631711547?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2167596281","content_text":"Bulls should take comfort in falling Treasury yields after CPI reading: RenMac's deGraaf\nRest easy, big fella. Jeff J Mitchell/Getty Images\nU.S. inflation didn't run as hot as expected in August, but remains elevated and a source of worry for investors and policy makers. But by itself, a jump in inflation is hardly ever enough to derail a bull market in stocks, according to a top Wall Street technician.\n\"We can't find much evidence that spiking inflation figures are bearish for equities,\" said Jeff deGraaf, founder of Renaissance Macro Research, in a Wednesday note.\nRenaissance Macro Research\nIn the note, which featured the chart above, deGraaf observed that inflation jumps \"do tend to push against returns when they force the Fed's hand to kill the growth cycle, but we know that's not happening here yet.\"\nThe August consumer price index rose a less-than-expected 0.3% in August and that saw the year-over-year rate fall to a still-elevated 5.3% from 5.4%, the first such decline since October. The core rate, which excludes volatile food and energy costs, saw a 4% year-over-year rise versus 4.3% in July.\nThe drop was seen reinforcing the message from Federal Reserve Chairman Jerome Powell and other policy makers that rising inflation pressures were likely to prove \"transitory,\" though economists said signs of underlying inflation pressures still raised alarms.\nMeanwhile, long-dated Treasury yields declined following the CPI reading. While the data wasn't expected to alter the Fed's desire to begin scaling back its monthly bond purchases before year-end, analysts said the decline in yields reflected fading worries among bond investors that the Federal Reserve might be forced to raise interest rates by more than expected.\nThe yield on the 10-year Treasury note fell 4.7 basis points to 1.276% on Tuesday, its biggest one-day decline since Aug. 13. The yield continued to edge lower Wednesday, trading at 1.275%.\n\"The response from 10-year yields should provide some real--time comfort to those concerned that inflation measures are about to go off the rails,\" deGraaf wrote. \"The fact remains that inflation expectations are a far better sentiment guide than they are a predictor of realized inflation.\"\nStocks have stumbled in September, with the S&P 500 retreating 1.8% in the month to date and taking it 2.1% below its record finish earlier in the month. The Dow Jones Industrial Average is off 2.6% so far in September.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":859,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882787557,"gmtCreate":1631721515379,"gmtModify":1632806587228,"author":{"id":"3576151042223854","authorId":"3576151042223854","name":"Fayna","avatar":"https://static.tigerbbs.com/d82d63e2a39fe69931574815c44edce8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576151042223854","authorIdStr":"3576151042223854"},"themes":[],"htmlText":"Rooting for you, Logitech!I've used Logitech's Bluetooth keyboard, mouse, speaker and they have consistently won my heart! 👍💖","listText":"Rooting for you, Logitech!I've used Logitech's Bluetooth keyboard, mouse, speaker and they have consistently won my heart! 👍💖","text":"Rooting for you, Logitech!I've used Logitech's Bluetooth keyboard, mouse, speaker and they have consistently won my heart! 👍💖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/882787557","repostId":"2166349397","repostType":2,"isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881773509,"gmtCreate":1631410030201,"gmtModify":1632882765357,"author":{"id":"3576151042223854","authorId":"3576151042223854","name":"Fayna","avatar":"https://static.tigerbbs.com/d82d63e2a39fe69931574815c44edce8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576151042223854","authorIdStr":"3576151042223854"},"themes":[],"htmlText":"A risk taking ETF","listText":"A risk taking ETF","text":"A risk taking ETF","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/881773509","repostId":"1147481023","repostType":4,"repost":{"id":"1147481023","kind":"news","pubTimestamp":1631408592,"share":"https://www.laohu8.com/m/news/1147481023?lang=zh_CN&edition=full","pubTime":"2021-09-12 09:03","market":"us","language":"en","title":"Cathie Wood's Latest Picks: 2 Stocks She Just Bought<blockquote>凯西·伍德(Cathie Wood)的最新选择：她刚刚购买的2只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1147481023","media":"Motley Fool","summary":"Wood is doubling down on these innovative tech companies.","content":"<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>The ARK Innovation ETF has beaten the market over the past one, three, and five years.</li> </ul> </p><p><blockquote><ul><li>ARK Innovation ETF在过去一年、三年和五年中跑赢了市场。</li></ul></blockquote></p><p> Fund manager Cathie Wood, the founder and CEO of ARK Invest, has earned a reputation as one of Wall Street's best stock pickers. And that reputation is well deserved. Over the past one, three, and five years, ARK's flagship&nbsp;<b>Innovation ETF</b>&nbsp;has crushed the broader market.</p><p><blockquote>基金经理凯西·伍德(Cathie Wood)是ARK Invest的创始人兼首席执行官，她赢得了华尔街最佳选股者之一的声誉。这个名声是当之无愧的。在过去的一年、三年、五年里，方舟的旗舰<b>创新ETF</b>压垮了大盘。</blockquote></p><p> Given that impressive track record, smart investors may want to keep tabs on what Wood is buying and selling. Recently, she added shares of&nbsp;<b>PagerDuty</b>(NYSE:PD)&nbsp;and&nbsp;<b>UiPath</b>(NYSE:PATH)&nbsp;to ARK's flagship ETF. Here's what you should know about these tech stocks.</p><p><blockquote>鉴于这一令人印象深刻的业绩记录，聪明的投资者可能希望密切关注伍德的买卖。近日，她增持了<b>传呼机职责</b>（纽约证券交易所代码：PD）和<b>UiPath</b>（纽约证券交易所股票代码：PATH）到ARK的旗舰ETF。以下是您应该了解的有关这些科技股的信息。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e31513ae84b50946bda3a4867cf9aacc\" tg-width=\"2000\" tg-height=\"1087\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>1. PagerDuty</b></p><p><blockquote><b>1.PagerDuty</b></blockquote></p><p> PagerDuty is the central nervous system for the modern enterprise. Its platform sits at the center of a company's digital ecosystem, collecting data from virtually all systems and devices. Then, by blending those signals with artificial intelligence, PagerDuty helps its clients predict and prevent the downtime of critical services and technologies.</p><p><blockquote>传呼机是现代企业的中枢神经系统。它的平台位于公司数字生态系统的中心，从几乎所有系统和设备收集数据。然后，通过将这些信号与人工智能相结合，PagerDuty帮助其客户预测和防止关键服务和技术的停机。</blockquote></p><p> For example, the PagerDuty platform captures data from application performance-monitoring tools such as&nbsp;<b>Datadog</b>, IT operations hubs such as&nbsp;<b>ServiceNow</b>, public clouds such as&nbsp;<b>Microsoft</b>Azure, customer service software such as&nbsp;<b>Salesforce.com</b>, and communications platforms such as&nbsp;<b>Zoom</b>. And when issues are identified, PagerDuty either triggers automatic remediation or alerts the appropriate people, helping them quickly resolve incidents such as website outages or system failures.</p><p><blockquote>例如，PagerDuty平台从应用程序性能监控工具（如<b>Datadog</b>、IT运营中心，例如<b>服务现在</b>、公有云如<b>微软</b>Azure，客户服务软件，如<b>Salesforce.com</b>以及通信平台，例如<b>Zoom</b>.当发现问题时，PagerDuty会触发自动补救或提醒相关人员，帮助他们快速解决网站中断或系统故障等事件。</blockquote></p><p> As a pioneer in this industry, PagerDuty has 12 years' worth of data and more than 14,100 customers, both of which make the company's artificial-intelligence models more effective. And as new clients join the platform, PagerDuty's data repository will continue to grow, further reinforcing this advantage.</p><p><blockquote>作为该行业的先驱，PagerDuty拥有12年的数据和超过14,100名客户，这两者都使该公司的人工智能模型更加有效。随着新客户加入该平台，PagerDuty的数据存储库将继续增长，进一步巩固这一优势。</blockquote></p><p> Financially, the company has posted solid top-line growth over the past two years. Trailing-12-month revenue has increased from $142.7 million in the second quarter of 2020 to $244.2 million in Q2 of 2022, which ended July 31, with a compound annual growth rate (CAGR) of 31%.</p><p><blockquote>在财务方面，该公司在过去两年中实现了稳健的营收增长。过去12个月的收入已从2020年第二季度的1.427亿美元增至截至7月31日的2022年第二季度的2.442亿美元，复合年增长率(CAGR)为31%。</blockquote></p><p> Investors should note that PagerDuty is still not profitable on a&nbsp;GAAP basis, and the company generated negative free cash flow of $6.4 million over the past 12 months. However, PagerDuty is still in the early stages of growing its business, and management believes the company has captured less than 1%&nbsp;of its market opportunity.</p><p><blockquote>投资者应注意，按GAAP计算，PagerDuty仍未盈利，该公司在过去12个月内产生了640万美元的负自由现金流。然而，PagerDuty仍处于业务增长的早期阶段，管理层认为该公司仅抓住了不到1%的市场机会。</blockquote></p><p> Here's the bottom line: In an increasingly digital world, delivering a high-quality customer experience is not an option -- it's a necessity. And PagerDuty capitalizes on that fact, helping clients keep their digital ecosystems up and running at all times. Given Wood's focus on innovative technologies such as artificial intelligence, I'm not surprised to see her adding shares of this tech stock to ARK's portfolio.</p><p><blockquote>底线是：在一个日益数字化的世界中，提供高质量的客户体验不是一种选择，而是一种必需品。PagerDuty利用这一事实，帮助客户保持他们的数字生态系统始终正常运行。鉴于伍德对人工智能等创新技术的关注，看到她将这只科技股的股票添加到ARK的投资组合中，我并不感到惊讶。</blockquote></p><p> <b>2. UiPath</b></p><p><blockquote><b>2.UiPath</b></blockquote></p><p> UiPath is on a mission to bring automation to every enterprise. To that end, its platform combines three cutting-edge technologies -- artificial intelligence, low-code development, and robotic process automation -- helping clients build, deploy, and manage software bots capable of automating various processes in place of human employees.</p><p><blockquote>UiPath的使命是为每个企业带来自动化。为此，其平台结合了三项尖端技术——人工智能、低代码开发和机器人流程自动化——帮助客户构建、部署和管理能够代替人类员工自动化各种流程的软件机器人。</blockquote></p><p> To do this, UiPath's bots rely on several types of artificial intelligence, including computer vision, natural language processing, and machine learning. Together, these technologies infuse the bots with the ability to read and understand language, emulate human behavior, and make decisions. In turn, that allows them to automate both simple and complex tasks, such as reviewing emails, completing forms, and extracting data from documents.</p><p><blockquote>为此，UiPath的机器人依赖于几种类型的人工智能，包括计算机视觉、自然语言处理和机器学习。这些技术共同赋予机器人阅读和理解语言、模仿人类行为和做出决策的能力。反过来，这使他们能够自动化简单和复杂的任务，如查看电子邮件、填写表格和从文档中提取数据。</blockquote></p><p> One of UiPath's greatest advantages is its partner ecosystem. The company provides prebuilt integrations with hundreds of popular technologies, including&nbsp;<b>Amazon</b>&nbsp;Web Services, Microsoft 365, and Salesforce, meaning clients can quickly automate workflows on these platforms.</p><p><blockquote>UiPath最大的优势之一是其合作伙伴生态系统。该公司提供与数百种流行技术的预构建集成，包括<b>亚马逊</b>Web服务、微软365和Salesforce，这意味着客户可以在这些平台上快速自动化工作流程。</blockquote></p><p> Because of the scope of the company's mission and its value proposition to clients, UiPath has grown its top line at an impressive pace. Its trailing-12-month revenue has grown from $451.2 million in the second quarter of 2021 to $736.9 million in Q2 of 2022, which ended July 31, for a CAGR of 63%.</p><p><blockquote>由于公司使命的范围及其对客户的价值主张，UiPath的营收以令人印象深刻的速度增长。其过去12个月的收入已从2021年第二季度的4.512亿美元增长到截至7月31日的2022年第二季度的7.369亿美元，复合年增长率为63%。</blockquote></p><p> Like PagerDuty, UiPath is currently unprofitable on a GAAP basis and is free cash flow negative. But the company has established itself as the industry leader, according to&nbsp;<b>Forrester Research</b>, and it makes sense to reinforce that advantage by investing aggressively in growth. That's exactly what management is doing.</p><p><blockquote>与PagerDuty一样，UiPath目前按GAAP计算尚未盈利，自由现金流为负。但该公司已确立了行业领导者的地位，据<b>福雷斯特研究</b>通过积极投资增长来巩固这一优势是有意义的。这正是管理层正在做的事情。</blockquote></p><p></p><p> Here's the bottom line: Automation drives efficiency and productivity by freeing human employees to spend their time on more important tasks, something that would benefit virtually every enterprise in the world. And UiPath has the best product on the market. That's why I'm not surprised to see Wood doubling down on this&nbsp;tech stock.</p><p><blockquote>底线是：自动化通过解放人类员工将时间花在更重要的任务上来提高效率和生产力，这将使世界上几乎所有企业受益。UiPath拥有市场上最好的产品。这就是为什么我对伍德加倍投资这只科技股并不感到惊讶。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood's Latest Picks: 2 Stocks She Just Bought<blockquote>凯西·伍德(Cathie Wood)的最新选择：她刚刚购买的2只股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood's Latest Picks: 2 Stocks She Just Bought<blockquote>凯西·伍德(Cathie Wood)的最新选择：她刚刚购买的2只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-09-12 09:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>The ARK Innovation ETF has beaten the market over the past one, three, and five years.</li> </ul> </p><p><blockquote><ul><li>ARK Innovation ETF在过去一年、三年和五年中跑赢了市场。</li></ul></blockquote></p><p> Fund manager Cathie Wood, the founder and CEO of ARK Invest, has earned a reputation as one of Wall Street's best stock pickers. And that reputation is well deserved. Over the past one, three, and five years, ARK's flagship&nbsp;<b>Innovation ETF</b>&nbsp;has crushed the broader market.</p><p><blockquote>基金经理凯西·伍德(Cathie Wood)是ARK Invest的创始人兼首席执行官，她赢得了华尔街最佳选股者之一的声誉。这个名声是当之无愧的。在过去的一年、三年、五年里，方舟的旗舰<b>创新ETF</b>压垮了大盘。</blockquote></p><p> Given that impressive track record, smart investors may want to keep tabs on what Wood is buying and selling. Recently, she added shares of&nbsp;<b>PagerDuty</b>(NYSE:PD)&nbsp;and&nbsp;<b>UiPath</b>(NYSE:PATH)&nbsp;to ARK's flagship ETF. Here's what you should know about these tech stocks.</p><p><blockquote>鉴于这一令人印象深刻的业绩记录，聪明的投资者可能希望密切关注伍德的买卖。近日，她增持了<b>传呼机职责</b>（纽约证券交易所代码：PD）和<b>UiPath</b>（纽约证券交易所股票代码：PATH）到ARK的旗舰ETF。以下是您应该了解的有关这些科技股的信息。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e31513ae84b50946bda3a4867cf9aacc\" tg-width=\"2000\" tg-height=\"1087\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>1. PagerDuty</b></p><p><blockquote><b>1.PagerDuty</b></blockquote></p><p> PagerDuty is the central nervous system for the modern enterprise. Its platform sits at the center of a company's digital ecosystem, collecting data from virtually all systems and devices. Then, by blending those signals with artificial intelligence, PagerDuty helps its clients predict and prevent the downtime of critical services and technologies.</p><p><blockquote>传呼机是现代企业的中枢神经系统。它的平台位于公司数字生态系统的中心，从几乎所有系统和设备收集数据。然后，通过将这些信号与人工智能相结合，PagerDuty帮助其客户预测和防止关键服务和技术的停机。</blockquote></p><p> For example, the PagerDuty platform captures data from application performance-monitoring tools such as&nbsp;<b>Datadog</b>, IT operations hubs such as&nbsp;<b>ServiceNow</b>, public clouds such as&nbsp;<b>Microsoft</b>Azure, customer service software such as&nbsp;<b>Salesforce.com</b>, and communications platforms such as&nbsp;<b>Zoom</b>. And when issues are identified, PagerDuty either triggers automatic remediation or alerts the appropriate people, helping them quickly resolve incidents such as website outages or system failures.</p><p><blockquote>例如，PagerDuty平台从应用程序性能监控工具（如<b>Datadog</b>、IT运营中心，例如<b>服务现在</b>、公有云如<b>微软</b>Azure，客户服务软件，如<b>Salesforce.com</b>以及通信平台，例如<b>Zoom</b>.当发现问题时，PagerDuty会触发自动补救或提醒相关人员，帮助他们快速解决网站中断或系统故障等事件。</blockquote></p><p> As a pioneer in this industry, PagerDuty has 12 years' worth of data and more than 14,100 customers, both of which make the company's artificial-intelligence models more effective. And as new clients join the platform, PagerDuty's data repository will continue to grow, further reinforcing this advantage.</p><p><blockquote>作为该行业的先驱，PagerDuty拥有12年的数据和超过14,100名客户，这两者都使该公司的人工智能模型更加有效。随着新客户加入该平台，PagerDuty的数据存储库将继续增长，进一步巩固这一优势。</blockquote></p><p> Financially, the company has posted solid top-line growth over the past two years. Trailing-12-month revenue has increased from $142.7 million in the second quarter of 2020 to $244.2 million in Q2 of 2022, which ended July 31, with a compound annual growth rate (CAGR) of 31%.</p><p><blockquote>在财务方面，该公司在过去两年中实现了稳健的营收增长。过去12个月的收入已从2020年第二季度的1.427亿美元增至截至7月31日的2022年第二季度的2.442亿美元，复合年增长率(CAGR)为31%。</blockquote></p><p> Investors should note that PagerDuty is still not profitable on a&nbsp;GAAP basis, and the company generated negative free cash flow of $6.4 million over the past 12 months. However, PagerDuty is still in the early stages of growing its business, and management believes the company has captured less than 1%&nbsp;of its market opportunity.</p><p><blockquote>投资者应注意，按GAAP计算，PagerDuty仍未盈利，该公司在过去12个月内产生了640万美元的负自由现金流。然而，PagerDuty仍处于业务增长的早期阶段，管理层认为该公司仅抓住了不到1%的市场机会。</blockquote></p><p> Here's the bottom line: In an increasingly digital world, delivering a high-quality customer experience is not an option -- it's a necessity. And PagerDuty capitalizes on that fact, helping clients keep their digital ecosystems up and running at all times. Given Wood's focus on innovative technologies such as artificial intelligence, I'm not surprised to see her adding shares of this tech stock to ARK's portfolio.</p><p><blockquote>底线是：在一个日益数字化的世界中，提供高质量的客户体验不是一种选择，而是一种必需品。PagerDuty利用这一事实，帮助客户保持他们的数字生态系统始终正常运行。鉴于伍德对人工智能等创新技术的关注，看到她将这只科技股的股票添加到ARK的投资组合中，我并不感到惊讶。</blockquote></p><p> <b>2. UiPath</b></p><p><blockquote><b>2.UiPath</b></blockquote></p><p> UiPath is on a mission to bring automation to every enterprise. To that end, its platform combines three cutting-edge technologies -- artificial intelligence, low-code development, and robotic process automation -- helping clients build, deploy, and manage software bots capable of automating various processes in place of human employees.</p><p><blockquote>UiPath的使命是为每个企业带来自动化。为此，其平台结合了三项尖端技术——人工智能、低代码开发和机器人流程自动化——帮助客户构建、部署和管理能够代替人类员工自动化各种流程的软件机器人。</blockquote></p><p> To do this, UiPath's bots rely on several types of artificial intelligence, including computer vision, natural language processing, and machine learning. Together, these technologies infuse the bots with the ability to read and understand language, emulate human behavior, and make decisions. In turn, that allows them to automate both simple and complex tasks, such as reviewing emails, completing forms, and extracting data from documents.</p><p><blockquote>为此，UiPath的机器人依赖于几种类型的人工智能，包括计算机视觉、自然语言处理和机器学习。这些技术共同赋予机器人阅读和理解语言、模仿人类行为和做出决策的能力。反过来，这使他们能够自动化简单和复杂的任务，如查看电子邮件、填写表格和从文档中提取数据。</blockquote></p><p> One of UiPath's greatest advantages is its partner ecosystem. The company provides prebuilt integrations with hundreds of popular technologies, including&nbsp;<b>Amazon</b>&nbsp;Web Services, Microsoft 365, and Salesforce, meaning clients can quickly automate workflows on these platforms.</p><p><blockquote>UiPath最大的优势之一是其合作伙伴生态系统。该公司提供与数百种流行技术的预构建集成，包括<b>亚马逊</b>Web服务、微软365和Salesforce，这意味着客户可以在这些平台上快速自动化工作流程。</blockquote></p><p> Because of the scope of the company's mission and its value proposition to clients, UiPath has grown its top line at an impressive pace. Its trailing-12-month revenue has grown from $451.2 million in the second quarter of 2021 to $736.9 million in Q2 of 2022, which ended July 31, for a CAGR of 63%.</p><p><blockquote>由于公司使命的范围及其对客户的价值主张，UiPath的营收以令人印象深刻的速度增长。其过去12个月的收入已从2021年第二季度的4.512亿美元增长到截至7月31日的2022年第二季度的7.369亿美元，复合年增长率为63%。</blockquote></p><p> Like PagerDuty, UiPath is currently unprofitable on a GAAP basis and is free cash flow negative. But the company has established itself as the industry leader, according to&nbsp;<b>Forrester Research</b>, and it makes sense to reinforce that advantage by investing aggressively in growth. That's exactly what management is doing.</p><p><blockquote>与PagerDuty一样，UiPath目前按GAAP计算尚未盈利，自由现金流为负。但该公司已确立了行业领导者的地位，据<b>福雷斯特研究</b>通过积极投资增长来巩固这一优势是有意义的。这正是管理层正在做的事情。</blockquote></p><p></p><p> Here's the bottom line: Automation drives efficiency and productivity by freeing human employees to spend their time on more important tasks, something that would benefit virtually every enterprise in the world. And UiPath has the best product on the market. That's why I'm not surprised to see Wood doubling down on this&nbsp;tech stock.</p><p><blockquote>底线是：自动化通过解放人类员工将时间花在更重要的任务上来提高效率和生产力，这将使世界上几乎所有企业受益。UiPath拥有市场上最好的产品。这就是为什么我对伍德加倍投资这只科技股并不感到惊讶。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/09/11/cathie-woods-lastest-picks-2-hot-stocks-she-bought/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","PD":"PagerDuty, Inc.","ARKW":"ARK Next Generation Internet ETF","ARKG":"ARK Genomic Revolution ETF","PATH":"UiPath"},"source_url":"https://www.fool.com/investing/2021/09/11/cathie-woods-lastest-picks-2-hot-stocks-she-bought/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147481023","content_text":"Key Points\n\nThe ARK Innovation ETF has beaten the market over the past one, three, and five years.\n\n\nFund manager Cathie Wood, the founder and CEO of ARK Invest, has earned a reputation as one of Wall Street's best stock pickers. And that reputation is well deserved. Over the past one, three, and five years, ARK's flagship Innovation ETF has crushed the broader market.\nGiven that impressive track record, smart investors may want to keep tabs on what Wood is buying and selling. Recently, she added shares of PagerDuty(NYSE:PD) and UiPath(NYSE:PATH) to ARK's flagship ETF. Here's what you should know about these tech stocks.\nIMAGE SOURCE: GETTY IMAGES.\n1. PagerDuty\nPagerDuty is the central nervous system for the modern enterprise. Its platform sits at the center of a company's digital ecosystem, collecting data from virtually all systems and devices. Then, by blending those signals with artificial intelligence, PagerDuty helps its clients predict and prevent the downtime of critical services and technologies.\nFor example, the PagerDuty platform captures data from application performance-monitoring tools such as Datadog, IT operations hubs such as ServiceNow, public clouds such as MicrosoftAzure, customer service software such as Salesforce.com, and communications platforms such as Zoom. And when issues are identified, PagerDuty either triggers automatic remediation or alerts the appropriate people, helping them quickly resolve incidents such as website outages or system failures.\nAs a pioneer in this industry, PagerDuty has 12 years' worth of data and more than 14,100 customers, both of which make the company's artificial-intelligence models more effective. And as new clients join the platform, PagerDuty's data repository will continue to grow, further reinforcing this advantage.\nFinancially, the company has posted solid top-line growth over the past two years. Trailing-12-month revenue has increased from $142.7 million in the second quarter of 2020 to $244.2 million in Q2 of 2022, which ended July 31, with a compound annual growth rate (CAGR) of 31%.\nInvestors should note that PagerDuty is still not profitable on a GAAP basis, and the company generated negative free cash flow of $6.4 million over the past 12 months. However, PagerDuty is still in the early stages of growing its business, and management believes the company has captured less than 1% of its market opportunity.\nHere's the bottom line: In an increasingly digital world, delivering a high-quality customer experience is not an option -- it's a necessity. And PagerDuty capitalizes on that fact, helping clients keep their digital ecosystems up and running at all times. Given Wood's focus on innovative technologies such as artificial intelligence, I'm not surprised to see her adding shares of this tech stock to ARK's portfolio.\n2. UiPath\nUiPath is on a mission to bring automation to every enterprise. To that end, its platform combines three cutting-edge technologies -- artificial intelligence, low-code development, and robotic process automation -- helping clients build, deploy, and manage software bots capable of automating various processes in place of human employees.\nTo do this, UiPath's bots rely on several types of artificial intelligence, including computer vision, natural language processing, and machine learning. Together, these technologies infuse the bots with the ability to read and understand language, emulate human behavior, and make decisions. In turn, that allows them to automate both simple and complex tasks, such as reviewing emails, completing forms, and extracting data from documents.\nOne of UiPath's greatest advantages is its partner ecosystem. The company provides prebuilt integrations with hundreds of popular technologies, including Amazon Web Services, Microsoft 365, and Salesforce, meaning clients can quickly automate workflows on these platforms.\nBecause of the scope of the company's mission and its value proposition to clients, UiPath has grown its top line at an impressive pace. Its trailing-12-month revenue has grown from $451.2 million in the second quarter of 2021 to $736.9 million in Q2 of 2022, which ended July 31, for a CAGR of 63%.\nLike PagerDuty, UiPath is currently unprofitable on a GAAP basis and is free cash flow negative. But the company has established itself as the industry leader, according to Forrester Research, and it makes sense to reinforce that advantage by investing aggressively in growth. That's exactly what management is doing.\nHere's the bottom line: Automation drives efficiency and productivity by freeing human employees to spend their time on more important tasks, something that would benefit virtually every enterprise in the world. And UiPath has the best product on the market. That's why I'm not surprised to see Wood doubling down on this tech stock.","news_type":1,"symbols_score_info":{"ARKG":0.9,"ARKW":0.9,"PD":0.9,"ARKK":0.9,"PATH":0.9}},"isVote":1,"tweetType":1,"viewCount":784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":870064463,"gmtCreate":1636559368703,"gmtModify":1636559368703,"author":{"id":"3576151042223854","authorId":"3576151042223854","name":"Fayna","avatar":"https://static.tigerbbs.com/d82d63e2a39fe69931574815c44edce8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576151042223854","idStr":"3576151042223854"},"themes":[],"htmlText":"It's really exciting to know what is Elon Musk's next move. If he really sell off his 10% shares and use the 20 bil plus to pay off taxes and donated to charity, I'll be super thrilled and move his name into my Idol list. Americans will adore him for pumping back so much cash into the community. Hopefully he will walk the talk. This guy has gone through best bankruptcy. I bet he has the guy to make this crazy move too!","listText":"It's really exciting to know what is Elon Musk's next move. If he really sell off his 10% shares and use the 20 bil plus to pay off taxes and donated to charity, I'll be super thrilled and move his name into my Idol list. Americans will adore him for pumping back so much cash into the community. Hopefully he will walk the talk. This guy has gone through best bankruptcy. I bet he has the guy to make this crazy move too!","text":"It's really exciting to know what is Elon Musk's next move. If he really sell off his 10% shares and use the 20 bil plus to pay off taxes and donated to charity, I'll be super thrilled and move his name into my Idol list. Americans will adore him for pumping back so much cash into the community. Hopefully he will walk the talk. This guy has gone through best bankruptcy. I bet he has the guy to make this crazy move too!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/870064463","repostId":"1180704879","repostType":2,"isVote":1,"tweetType":1,"viewCount":4014,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867951569,"gmtCreate":1633191081866,"gmtModify":1633191109147,"author":{"id":"3576151042223854","authorId":"3576151042223854","name":"Fayna","avatar":"https://static.tigerbbs.com/d82d63e2a39fe69931574815c44edce8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576151042223854","idStr":"3576151042223854"},"themes":[],"htmlText":"Vaccine companies should be given free movie tickets for saving the theatres 🎥.&nbsp;","listText":"Vaccine companies should be given free movie tickets for saving the theatres 🎥.&nbsp;","text":"Vaccine companies should be given free movie tickets for saving the theatres 🎥.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/867951569","repostId":"2172842961","repostType":4,"isVote":1,"tweetType":1,"viewCount":945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":154851127,"gmtCreate":1625500896469,"gmtModify":1633940163544,"author":{"id":"3576151042223854","authorId":"3576151042223854","name":"Fayna","avatar":"https://static.tigerbbs.com/d82d63e2a39fe69931574815c44edce8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576151042223854","idStr":"3576151042223854"},"themes":[],"htmlText":"Optimistic.","listText":"Optimistic.","text":"Optimistic.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/154851127","repostId":"2148980793","repostType":4,"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":873933546,"gmtCreate":1636822421387,"gmtModify":1636822421387,"author":{"id":"3576151042223854","authorId":"3576151042223854","name":"Fayna","avatar":"https://static.tigerbbs.com/d82d63e2a39fe69931574815c44edce8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576151042223854","idStr":"3576151042223854"},"themes":[],"htmlText":"Sell Sell Sell!","listText":"Sell Sell Sell!","text":"Sell Sell Sell!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873933546","repostId":"1151602326","repostType":4,"isVote":1,"tweetType":1,"viewCount":2959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858169370,"gmtCreate":1635005418502,"gmtModify":1635005418608,"author":{"id":"3576151042223854","authorId":"3576151042223854","name":"Fayna","avatar":"https://static.tigerbbs.com/d82d63e2a39fe69931574815c44edce8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576151042223854","idStr":"3576151042223854"},"themes":[],"htmlText":"Really a Truth platform? Or an ego-feeding initiative?","listText":"Really a Truth platform? Or an ego-feeding initiative?","text":"Really a Truth platform? Or an ego-feeding initiative?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/858169370","repostId":"1125111938","repostType":4,"isVote":1,"tweetType":1,"viewCount":3651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":807378303,"gmtCreate":1628003005702,"gmtModify":1633754463654,"author":{"id":"3576151042223854","authorId":"3576151042223854","name":"Fayna","avatar":"https://static.tigerbbs.com/d82d63e2a39fe69931574815c44edce8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576151042223854","idStr":"3576151042223854"},"themes":[],"htmlText":"Risky","listText":"Risky","text":"Risky","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/807378303","repostId":"2156473129","repostType":4,"isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120987276,"gmtCreate":1624292128895,"gmtModify":1634008241199,"author":{"id":"3576151042223854","authorId":"3576151042223854","name":"Fayna","avatar":"https://static.tigerbbs.com/d82d63e2a39fe69931574815c44edce8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576151042223854","idStr":"3576151042223854"},"themes":[],"htmlText":"My eyes on JnJ. Hopefully the vaccines will go well for M'sians","listText":"My eyes on JnJ. Hopefully the vaccines will go well for M'sians","text":"My eyes on JnJ. Hopefully the vaccines will go well for M'sians","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/120987276","repostId":"1154249454","repostType":4,"isVote":1,"tweetType":1,"viewCount":511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":843095271,"gmtCreate":1635780994685,"gmtModify":1635780994685,"author":{"id":"3576151042223854","authorId":"3576151042223854","name":"Fayna","avatar":"https://static.tigerbbs.com/d82d63e2a39fe69931574815c44edce8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576151042223854","idStr":"3576151042223854"},"themes":[],"htmlText":"Apple did not disappoint eventually!","listText":"Apple did not disappoint eventually!","text":"Apple did not disappoint eventually!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/843095271","repostId":"1175678891","repostType":4,"repost":{"id":"1175678891","kind":"news","pubTimestamp":1635779942,"share":"https://www.laohu8.com/m/news/1175678891?lang=zh_CN&edition=full","pubTime":"2021-11-01 23:19","market":"us","language":"en","title":"Apple Disappointed -- and Quickly Rebounded. Here's Why.<blockquote>苹果很失望，但很快就反弹了。原因如下。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175678891","media":"TheStreet","summary":"Apple disappointed on fiscal Q3 earnings day, but the stock’s selloff did not last long. Here is the","content":"<p>Apple disappointed on fiscal Q3 earnings day, but the stock’s selloff did not last long. Here is the most likely reason why AAPL shares rebounded as early as Friday.</p><p><blockquote>苹果在第三财季财报日令人失望，但该股的抛售并没有持续太久。这是苹果公司股价早在周五就反弹的最有可能的原因。</blockquote></p><p> On October 28,Apple delivered fiscal Q4 results&nbsp;that lagged consensus for the first time in years. Despite revenue growth of 29% that most companies would find very solid, Apple stocksold off in after-hours action, losing as much as $125 billion in market cap right before the earnings call.</p><p><blockquote>10月28日，苹果公布的第四财季业绩多年来首次落后于市场普遍预期。尽管大多数公司认为收入增长了29%，非常稳健，但苹果股票在盘后交易中遭到抛售，在财报看涨期权之前市值损失了高达1250亿美元。</blockquote></p><p> Yet, by the end of day Friday, AAPL had erased the bulk of its short-lived losses. The Apple Maven thinks that the intraday recovery was driven primarily by analysts publishing reports that sounded much less bearish than the revenue miss may have implied at first.</p><p><blockquote>然而，到周五收盘时，苹果公司已经抹去了大部分短暂的损失。这位苹果专家认为，盘中复苏主要是由分析师发布的报告推动的，这些报告听起来远没有最初暗示的那么悲观。</blockquote></p><p> Below, we review some of the main takeaways from Wall Street experts on Apple’s earnings.</p><p><blockquote>下面，我们回顾一下华尔街专家对苹果盈利的一些主要看法。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3facec59ae76a6c28f4c5847600b4de\" tg-width=\"1240\" tg-height=\"886\" referrerpolicy=\"no-referrer\"><span>Figure 1: Apple store in New York, NY.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：纽约州纽约市的苹果商店。</span></p></blockquote></p><p> <b>Wall Street seemed comfortable</b></p><p><blockquote><b>华尔街似乎很舒服</b></blockquote></p><p> TipRanks&nbsp;reported&nbsp;on 13 analysts that published earnings reviews on Apple. Among these, none changed the rating on AAPL stock, which remains a “moderate buy”: about three-fourths still recommend buying the shares.</p><p><blockquote>TipRanks报告了13位在苹果上发表盈利评论的分析师。其中，没有人改变对苹果公司股票的评级，该评级仍为“适度买入”：大约四分之三的人仍然建议购买该股票。</blockquote></p><p> The traditionally optimistic analyst from Wedbush, Dan Ives, did notseereasons to worry about Apple and its business. He called the Cupertino company’s supply chain issues “painful noise in the near term” and remained confident that strong demand for Apple’s products and services should convert to delayed sales in 2022.</p><p><blockquote>来自Wedbush的传统乐观分析师Dan Ives认为没有理由担心苹果及其业务。他称这家库比蒂诺公司的供应链问题是“短期内令人痛苦的噪音”，并仍然相信对苹果产品和服务的强劲需求应该会转化为2022年的销售延迟。</blockquote></p><p> Morgan Stanley’s Katy Huberty is another vocal bull that I like to track for her insightful opinions and analysis. She&nbsp;lowered&nbsp;her price target on AAPL stock by a meager $2 to $164, while still pointing at around 10% gain potential from here.</p><p><blockquote>摩根士丹利的凯蒂·休伯蒂（Katy Huberty）是另一位直言不讳的公牛，我喜欢关注她富有洞察力的观点和分析。她将AAPL股票的目标价下调了2美元，至164美元，但仍指出未来仍有10%左右的上涨潜力。</blockquote></p><p> According to the analyst, “supply constraints will dominate the headlines post Apple's September quarter earnings report”, which could put a damper on valuations and share price for a moment. But she made two other comments that sounded much more upbeat: (1) guidance commentary implies that fiscal Q1 revenue should be in line with consensus, and (2) the more important stories are impressive growth in services and Greater China segments.</p><p><blockquote>这位分析师表示，“供应限制将成为苹果9月份季度收益报告后的头条新闻”，这可能会暂时抑制估值和股价。但她发表了另外两条听起来更加乐观的评论：（1）指导评论意味着第一财季收入应该符合共识，以及（2）更重要的故事是服务业和大中华区令人印象深刻的增长。</blockquote></p><p> Even the much less bullish analysts did notseemtoo worried about Apple. Bernstein’s Tony Sacconaghi has a neutral rating on the stock and sees downside risk of over 10%. Still, the expert seemed to nod at solid fiscal Q1 guided growth of 6% to 9% and higher-than-expected gross margin, despite the challenges.</p><p><blockquote>即使是不那么乐观的分析师似乎也不太担心苹果。伯恩斯坦的托尼·萨科纳吉(Tony Sacconaghi)对该股给予中性评级，并认为下行风险超过10%。尽管如此，尽管面临挑战，这位专家似乎还是对第一财季6%至9%的稳健增长和高于预期的毛利率表示认可。</blockquote></p><p> <b>Apple Maven’s take</b></p><p><blockquote><b>苹果·梅文的看法</b></blockquote></p><p> Investors had become accustomed to seeing Apple deliver impressive earnings beats in the past few years, even more so during the COVID-19 crisis. For this reason, the most recent revenue miss must have felt like a dip in ice-cold water.</p><p><blockquote>投资者已经习惯于看到苹果在过去几年中实现令人印象深刻的盈利超出预期，在COVID-19危机期间更是如此。出于这个原因，最近的收入失误一定感觉就像在冰冷的水中浸泡一样。</blockquote></p><p> But under the hood, Apple’s recent performance has remained impressive. Despite all the supply chain issues, revenues still climbed 29%, albeit over easy 2020 comps. Gross margin increased substantially, and operating expenses remained under check. If not for some drag from below-the-line items that investors care little about, Apple would have delivered another EPS beat.</p><p><blockquote>但在幕后，苹果最近的表现仍然令人印象深刻。尽管存在所有供应链问题，但收入仍增长了29%，尽管与2020年相比较轻松。毛利率大幅增长，运营费用保持可控。如果不是投资者不太关心的线下项目的拖累，苹果的每股收益可能会再次增长。</blockquote></p><p> I still find it hard to justify bearishness towards Apple, considering how well the company’s management team has been executing lately. It looks like the market has agreed with me, even if it took it a few hours on Friday to make up its mind.</p><p><blockquote>考虑到该公司管理团队最近的表现，我仍然发现很难证明对苹果的看跌是合理的。看起来市场已经同意我的观点，即使周五花了几个小时才下定决心。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Disappointed -- and Quickly Rebounded. Here's Why.<blockquote>苹果很失望，但很快就反弹了。原因如下。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Disappointed -- and Quickly Rebounded. Here's Why.<blockquote>苹果很失望，但很快就反弹了。原因如下。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-11-01 23:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple disappointed on fiscal Q3 earnings day, but the stock’s selloff did not last long. Here is the most likely reason why AAPL shares rebounded as early as Friday.</p><p><blockquote>苹果在第三财季财报日令人失望，但该股的抛售并没有持续太久。这是苹果公司股价早在周五就反弹的最有可能的原因。</blockquote></p><p> On October 28,Apple delivered fiscal Q4 results&nbsp;that lagged consensus for the first time in years. Despite revenue growth of 29% that most companies would find very solid, Apple stocksold off in after-hours action, losing as much as $125 billion in market cap right before the earnings call.</p><p><blockquote>10月28日，苹果公布的第四财季业绩多年来首次落后于市场普遍预期。尽管大多数公司认为收入增长了29%，非常稳健，但苹果股票在盘后交易中遭到抛售，在财报看涨期权之前市值损失了高达1250亿美元。</blockquote></p><p> Yet, by the end of day Friday, AAPL had erased the bulk of its short-lived losses. The Apple Maven thinks that the intraday recovery was driven primarily by analysts publishing reports that sounded much less bearish than the revenue miss may have implied at first.</p><p><blockquote>然而，到周五收盘时，苹果公司已经抹去了大部分短暂的损失。这位苹果专家认为，盘中复苏主要是由分析师发布的报告推动的，这些报告听起来远没有最初暗示的那么悲观。</blockquote></p><p> Below, we review some of the main takeaways from Wall Street experts on Apple’s earnings.</p><p><blockquote>下面，我们回顾一下华尔街专家对苹果盈利的一些主要看法。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3facec59ae76a6c28f4c5847600b4de\" tg-width=\"1240\" tg-height=\"886\" referrerpolicy=\"no-referrer\"><span>Figure 1: Apple store in New York, NY.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：纽约州纽约市的苹果商店。</span></p></blockquote></p><p> <b>Wall Street seemed comfortable</b></p><p><blockquote><b>华尔街似乎很舒服</b></blockquote></p><p> TipRanks&nbsp;reported&nbsp;on 13 analysts that published earnings reviews on Apple. Among these, none changed the rating on AAPL stock, which remains a “moderate buy”: about three-fourths still recommend buying the shares.</p><p><blockquote>TipRanks报告了13位在苹果上发表盈利评论的分析师。其中，没有人改变对苹果公司股票的评级，该评级仍为“适度买入”：大约四分之三的人仍然建议购买该股票。</blockquote></p><p> The traditionally optimistic analyst from Wedbush, Dan Ives, did notseereasons to worry about Apple and its business. He called the Cupertino company’s supply chain issues “painful noise in the near term” and remained confident that strong demand for Apple’s products and services should convert to delayed sales in 2022.</p><p><blockquote>来自Wedbush的传统乐观分析师Dan Ives认为没有理由担心苹果及其业务。他称这家库比蒂诺公司的供应链问题是“短期内令人痛苦的噪音”，并仍然相信对苹果产品和服务的强劲需求应该会转化为2022年的销售延迟。</blockquote></p><p> Morgan Stanley’s Katy Huberty is another vocal bull that I like to track for her insightful opinions and analysis. She&nbsp;lowered&nbsp;her price target on AAPL stock by a meager $2 to $164, while still pointing at around 10% gain potential from here.</p><p><blockquote>摩根士丹利的凯蒂·休伯蒂（Katy Huberty）是另一位直言不讳的公牛，我喜欢关注她富有洞察力的观点和分析。她将AAPL股票的目标价下调了2美元，至164美元，但仍指出未来仍有10%左右的上涨潜力。</blockquote></p><p> According to the analyst, “supply constraints will dominate the headlines post Apple's September quarter earnings report”, which could put a damper on valuations and share price for a moment. But she made two other comments that sounded much more upbeat: (1) guidance commentary implies that fiscal Q1 revenue should be in line with consensus, and (2) the more important stories are impressive growth in services and Greater China segments.</p><p><blockquote>这位分析师表示，“供应限制将成为苹果9月份季度收益报告后的头条新闻”，这可能会暂时抑制估值和股价。但她发表了另外两条听起来更加乐观的评论：（1）指导评论意味着第一财季收入应该符合共识，以及（2）更重要的故事是服务业和大中华区令人印象深刻的增长。</blockquote></p><p> Even the much less bullish analysts did notseemtoo worried about Apple. Bernstein’s Tony Sacconaghi has a neutral rating on the stock and sees downside risk of over 10%. Still, the expert seemed to nod at solid fiscal Q1 guided growth of 6% to 9% and higher-than-expected gross margin, despite the challenges.</p><p><blockquote>即使是不那么乐观的分析师似乎也不太担心苹果。伯恩斯坦的托尼·萨科纳吉(Tony Sacconaghi)对该股给予中性评级，并认为下行风险超过10%。尽管如此，尽管面临挑战，这位专家似乎还是对第一财季6%至9%的稳健增长和高于预期的毛利率表示认可。</blockquote></p><p> <b>Apple Maven’s take</b></p><p><blockquote><b>苹果·梅文的看法</b></blockquote></p><p> Investors had become accustomed to seeing Apple deliver impressive earnings beats in the past few years, even more so during the COVID-19 crisis. For this reason, the most recent revenue miss must have felt like a dip in ice-cold water.</p><p><blockquote>投资者已经习惯于看到苹果在过去几年中实现令人印象深刻的盈利超出预期，在COVID-19危机期间更是如此。出于这个原因，最近的收入失误一定感觉就像在冰冷的水中浸泡一样。</blockquote></p><p> But under the hood, Apple’s recent performance has remained impressive. Despite all the supply chain issues, revenues still climbed 29%, albeit over easy 2020 comps. Gross margin increased substantially, and operating expenses remained under check. If not for some drag from below-the-line items that investors care little about, Apple would have delivered another EPS beat.</p><p><blockquote>但在幕后，苹果最近的表现仍然令人印象深刻。尽管存在所有供应链问题，但收入仍增长了29%，尽管与2020年相比较轻松。毛利率大幅增长，运营费用保持可控。如果不是投资者不太关心的线下项目的拖累，苹果的每股收益可能会再次增长。</blockquote></p><p> I still find it hard to justify bearishness towards Apple, considering how well the company’s management team has been executing lately. It looks like the market has agreed with me, even if it took it a few hours on Friday to make up its mind.</p><p><blockquote>考虑到该公司管理团队最近的表现，我仍然发现很难证明对苹果的看跌是合理的。看起来市场已经同意我的观点，即使周五花了几个小时才下定决心。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/stock/this-is-why-apple-stock-rebounded-after-earnings\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/this-is-why-apple-stock-rebounded-after-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175678891","content_text":"Apple disappointed on fiscal Q3 earnings day, but the stock’s selloff did not last long. Here is the most likely reason why AAPL shares rebounded as early as Friday.\nOn October 28,Apple delivered fiscal Q4 results that lagged consensus for the first time in years. Despite revenue growth of 29% that most companies would find very solid, Apple stocksold off in after-hours action, losing as much as $125 billion in market cap right before the earnings call.\nYet, by the end of day Friday, AAPL had erased the bulk of its short-lived losses. The Apple Maven thinks that the intraday recovery was driven primarily by analysts publishing reports that sounded much less bearish than the revenue miss may have implied at first.\nBelow, we review some of the main takeaways from Wall Street experts on Apple’s earnings.\nFigure 1: Apple store in New York, NY.\nWall Street seemed comfortable\nTipRanks reported on 13 analysts that published earnings reviews on Apple. Among these, none changed the rating on AAPL stock, which remains a “moderate buy”: about three-fourths still recommend buying the shares.\nThe traditionally optimistic analyst from Wedbush, Dan Ives, did notseereasons to worry about Apple and its business. He called the Cupertino company’s supply chain issues “painful noise in the near term” and remained confident that strong demand for Apple’s products and services should convert to delayed sales in 2022.\nMorgan Stanley’s Katy Huberty is another vocal bull that I like to track for her insightful opinions and analysis. She lowered her price target on AAPL stock by a meager $2 to $164, while still pointing at around 10% gain potential from here.\nAccording to the analyst, “supply constraints will dominate the headlines post Apple's September quarter earnings report”, which could put a damper on valuations and share price for a moment. But she made two other comments that sounded much more upbeat: (1) guidance commentary implies that fiscal Q1 revenue should be in line with consensus, and (2) the more important stories are impressive growth in services and Greater China segments.\nEven the much less bullish analysts did notseemtoo worried about Apple. Bernstein’s Tony Sacconaghi has a neutral rating on the stock and sees downside risk of over 10%. Still, the expert seemed to nod at solid fiscal Q1 guided growth of 6% to 9% and higher-than-expected gross margin, despite the challenges.\nApple Maven’s take\nInvestors had become accustomed to seeing Apple deliver impressive earnings beats in the past few years, even more so during the COVID-19 crisis. For this reason, the most recent revenue miss must have felt like a dip in ice-cold water.\nBut under the hood, Apple’s recent performance has remained impressive. Despite all the supply chain issues, revenues still climbed 29%, albeit over easy 2020 comps. Gross margin increased substantially, and operating expenses remained under check. If not for some drag from below-the-line items that investors care little about, Apple would have delivered another EPS beat.\nI still find it hard to justify bearishness towards Apple, considering how well the company’s management team has been executing lately. It looks like the market has agreed with me, even if it took it a few hours on Friday to make up its mind.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":4301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858169042,"gmtCreate":1635005240406,"gmtModify":1635005240519,"author":{"id":"3576151042223854","authorId":"3576151042223854","name":"Fayna","avatar":"https://static.tigerbbs.com/d82d63e2a39fe69931574815c44edce8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576151042223854","idStr":"3576151042223854"},"themes":[],"htmlText":"I'm still skeptical about its insane high PE ratio. But definitely no doubt the real-life Tony Stark will continue to WoW his audience with many more amazing products. Will keep in close, anticipating watch.&nbsp;","listText":"I'm still skeptical about its insane high PE ratio. But definitely no doubt the real-life Tony Stark will continue to WoW his audience with many more amazing products. Will keep in close, anticipating watch.&nbsp;","text":"I'm still skeptical about its insane high PE ratio. But definitely no doubt the real-life Tony Stark will continue to WoW his audience with many more amazing products. Will keep in close, anticipating watch.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858169042","repostId":"1166213725","repostType":4,"repost":{"id":"1166213725","kind":"news","pubTimestamp":1634948473,"share":"https://www.laohu8.com/m/news/1166213725?lang=zh_CN&edition=full","pubTime":"2021-10-23 08:21","market":"us","language":"en","title":"Tesla Stock Closed Above $900 for First Time. What Could Come Next.<blockquote>特斯拉股价首次收于900美元以上。接下来会发生什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1166213725","media":"Barrons","summary":"Tesla stock hit a new all-time high in Friday trading, and closed at a record. The stock’s recent run has been incredible. How high can it go?Tesla  stock closed at $909.68, up about 1.8%. The S&P 500 dropped about 0.1%, while the Dow Jones Industrial Average added about 0.2%.Shares of the electric-vehicle giant have been boosted by strong deliveries and earnings. Shares also got a boost Friday from a credit upgrade at S&P. Tesla debt is now BB+ rated, one notch below investment grade.Tesla stoc","content":"<p>Tesla&nbsp;stock hit a new all-time high in Friday trading, and closed at a record. The stock’s recent run has been incredible. How high can it go?</p><p><blockquote>特斯拉股价在周五交易中创下历史新高，收盘价创历史新高。该股最近的走势令人难以置信。能涨到多高？</blockquote></p><p> Tesla (ticker: TSLA) stock closed at $909.68, up about 1.8%. The&nbsp;S&amp;P 500&nbsp;dropped about 0.1%, while the&nbsp;Dow Jones Industrial Average&nbsp;added about 0.2%.</p><p><blockquote>特斯拉（股票代码：TSLA）股价收于909.68美元，上涨约1.8%。标准普尔500指数下跌约0.1%，道琼斯工业平均指数上涨约0.2%。</blockquote></p><p> Shares of the electric-vehicle giant have been boosted by strong deliveries and earnings. Shares also got a boost Friday from a credit upgrade at S&amp;P. Tesla debt is now BB+ rated, one notch below investment grade.</p><p><blockquote>强劲的交付量和盈利提振了这家电动汽车巨头的股价。周五，标准普尔的信用升级也提振了股价。特斯拉债务目前评级为BB+，比投资级低一级。</blockquote></p><p> Tesla stock’s new 52-week intraday high is $910 on the nose. The old high-water mark of $900.40 was set on Jan. 25, according to Dow Jones Market Data. On Thursday, Tesla closed at a record for the first time since Jan. 26.</p><p><blockquote>特斯拉股价创52周盘中新高910美元。根据道琼斯市场数据，900.40美元的旧高水位是在1月25日创下的。周四，特斯拉自1月26日以来首次收于创纪录水平。</blockquote></p><p> Shares are up about 40% over the past three months, pushing the market cap to roughly $910 billion. (Tesla has about 1 billion shares outstanding, making the math easy.)</p><p><blockquote>过去三个月，股价上涨了约40%，市值达到约9100亿美元。（特斯拉拥有约10亿股已发行股票，这使得计算变得很容易。）</blockquote></p><p> Bulls, naturally, see more gains ahead. Wedbush analyst Dan Ives raised his bull-case Tesla stock price target to $1,500 from $1,300 after the company reported better-than-expected earnings on Wednesday.</p><p><blockquote>多头自然会看到未来会有更多收益。Wedbush分析师Dan Ives将牛市特斯拉股价目标从1300美元上调至1500美元，此前该公司周三公布了好于预期的财报。</blockquote></p><p> “Tesla is rising because earnings revisions are soaring,” points out Gary Black, managing partner of the Future Fund Active exchange-traded fund. Analyst estimates for Tesla’s 2022 earnings have risen to about $8 a share from $6 over the past few weeks. “Rising estimates drove Tesla to the moon in 2020. They will drive Tesla to $1,000-plus in 2022,” Black says.</p><p><blockquote>“特斯拉正在上涨，因为盈利修正正在飙升，”未来基金主动交易所交易基金管理合伙人Gary Black指出。过去几周，分析师对特斯拉2022年每股收益的预期已从每股6美元升至约8美元。“不断上涨的估值推动特斯拉在2020年登上了月球。它们将推动特斯拉在2022年达到1,000美元以上，”Black说。</blockquote></p><p> Ives rates Tesla stock Buy, and Tesla is the largest position in Black’s fund.</p><p><blockquote>Ives将特斯拉股票评级为买入，特斯拉是Black基金的最大持仓。</blockquote></p><p> Yes, there are still Tesla bears out there who believe the stock is overvalued. The bottom third of analyst price targets averages about $425, less than half of Friday’s close.</p><p><blockquote>是的，仍然有看空特斯拉的人认为该股被高估了。分析师目标价的底部三分之一平均约为425美元，不到周五收盘价的一半。</blockquote></p><p> Bears expect the sky-high valuation to give investors pause eventually. Stocks don’t usually fall just because investors, collectively, wake up one morning and feel differently about valuation. Something has to happen. The overall market could tumble, or the business could trip up. Analysts expect Tesla deliveries to grow to 1.3 million units in 2022 from about 890,000 units in 2021. Any hiccup to growth would be a negative catalyst for shares.</p><p><blockquote>看空者预计天价估值最终会让投资者犹豫不决。股票通常不会因为投资者集体某天早上醒来对估值有不同的感觉而下跌。总得有事发生。整体市场可能会暴跌，或者企业可能会陷入困境。分析师预计，特斯拉的交付量将从2021年的约89万辆增长到2022年的130万辆。增长的任何问题都将成为股市的负面催化剂。</blockquote></p><p> Whether the stock rises or falls in the short run is anyone’s guess. For now, though, the momentum belongs to Tesla bulls.</p><p><blockquote>该股短期内是上涨还是下跌，谁也说不准。不过，就目前而言，势头属于特斯拉多头。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Closed Above $900 for First Time. What Could Come Next.<blockquote>特斯拉股价首次收于900美元以上。接下来会发生什么。</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\">\nTesla Stock Closed Above $900 for First Time. What Could Come Next.<blockquote>特斯拉股价首次收于900美元以上。接下来会发生什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-10-23 08:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tesla&nbsp;stock hit a new all-time high in Friday trading, and closed at a record. The stock’s recent run has been incredible. How high can it go?</p><p><blockquote>特斯拉股价在周五交易中创下历史新高，收盘价创历史新高。该股最近的走势令人难以置信。能涨到多高？</blockquote></p><p> Tesla (ticker: TSLA) stock closed at $909.68, up about 1.8%. The&nbsp;S&amp;P 500&nbsp;dropped about 0.1%, while the&nbsp;Dow Jones Industrial Average&nbsp;added about 0.2%.</p><p><blockquote>特斯拉（股票代码：TSLA）股价收于909.68美元，上涨约1.8%。标准普尔500指数下跌约0.1%，道琼斯工业平均指数上涨约0.2%。</blockquote></p><p> Shares of the electric-vehicle giant have been boosted by strong deliveries and earnings. Shares also got a boost Friday from a credit upgrade at S&amp;P. Tesla debt is now BB+ rated, one notch below investment grade.</p><p><blockquote>强劲的交付量和盈利提振了这家电动汽车巨头的股价。周五，标准普尔的信用升级也提振了股价。特斯拉债务目前评级为BB+，比投资级低一级。</blockquote></p><p> Tesla stock’s new 52-week intraday high is $910 on the nose. The old high-water mark of $900.40 was set on Jan. 25, according to Dow Jones Market Data. On Thursday, Tesla closed at a record for the first time since Jan. 26.</p><p><blockquote>特斯拉股价创52周盘中新高910美元。根据道琼斯市场数据，900.40美元的旧高水位是在1月25日创下的。周四，特斯拉自1月26日以来首次收于创纪录水平。</blockquote></p><p> Shares are up about 40% over the past three months, pushing the market cap to roughly $910 billion. (Tesla has about 1 billion shares outstanding, making the math easy.)</p><p><blockquote>过去三个月，股价上涨了约40%，市值达到约9100亿美元。（特斯拉拥有约10亿股已发行股票，这使得计算变得很容易。）</blockquote></p><p> Bulls, naturally, see more gains ahead. Wedbush analyst Dan Ives raised his bull-case Tesla stock price target to $1,500 from $1,300 after the company reported better-than-expected earnings on Wednesday.</p><p><blockquote>多头自然会看到未来会有更多收益。Wedbush分析师Dan Ives将牛市特斯拉股价目标从1300美元上调至1500美元，此前该公司周三公布了好于预期的财报。</blockquote></p><p> “Tesla is rising because earnings revisions are soaring,” points out Gary Black, managing partner of the Future Fund Active exchange-traded fund. Analyst estimates for Tesla’s 2022 earnings have risen to about $8 a share from $6 over the past few weeks. “Rising estimates drove Tesla to the moon in 2020. They will drive Tesla to $1,000-plus in 2022,” Black says.</p><p><blockquote>“特斯拉正在上涨，因为盈利修正正在飙升，”未来基金主动交易所交易基金管理合伙人Gary Black指出。过去几周，分析师对特斯拉2022年每股收益的预期已从每股6美元升至约8美元。“不断上涨的估值推动特斯拉在2020年登上了月球。它们将推动特斯拉在2022年达到1,000美元以上，”Black说。</blockquote></p><p> Ives rates Tesla stock Buy, and Tesla is the largest position in Black’s fund.</p><p><blockquote>Ives将特斯拉股票评级为买入，特斯拉是Black基金的最大持仓。</blockquote></p><p> Yes, there are still Tesla bears out there who believe the stock is overvalued. The bottom third of analyst price targets averages about $425, less than half of Friday’s close.</p><p><blockquote>是的，仍然有看空特斯拉的人认为该股被高估了。分析师目标价的底部三分之一平均约为425美元，不到周五收盘价的一半。</blockquote></p><p> Bears expect the sky-high valuation to give investors pause eventually. Stocks don’t usually fall just because investors, collectively, wake up one morning and feel differently about valuation. Something has to happen. The overall market could tumble, or the business could trip up. Analysts expect Tesla deliveries to grow to 1.3 million units in 2022 from about 890,000 units in 2021. Any hiccup to growth would be a negative catalyst for shares.</p><p><blockquote>看空者预计天价估值最终会让投资者犹豫不决。股票通常不会因为投资者集体某天早上醒来对估值有不同的感觉而下跌。总得有事发生。整体市场可能会暴跌，或者企业可能会陷入困境。分析师预计，特斯拉的交付量将从2021年的约89万辆增长到2022年的130万辆。增长的任何问题都将成为股市的负面催化剂。</blockquote></p><p> Whether the stock rises or falls in the short run is anyone’s guess. For now, though, the momentum belongs to Tesla bulls.</p><p><blockquote>该股短期内是上涨还是下跌，谁也说不准。不过，就目前而言，势头属于特斯拉多头。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-stock-record-high-51634913773?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-record-high-51634913773?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166213725","content_text":"Tesla stock hit a new all-time high in Friday trading, and closed at a record. The stock’s recent run has been incredible. How high can it go?\nTesla (ticker: TSLA) stock closed at $909.68, up about 1.8%. The S&P 500 dropped about 0.1%, while the Dow Jones Industrial Average added about 0.2%.\nShares of the electric-vehicle giant have been boosted by strong deliveries and earnings. Shares also got a boost Friday from a credit upgrade at S&P. Tesla debt is now BB+ rated, one notch below investment grade.\nTesla stock’s new 52-week intraday high is $910 on the nose. The old high-water mark of $900.40 was set on Jan. 25, according to Dow Jones Market Data. On Thursday, Tesla closed at a record for the first time since Jan. 26.\nShares are up about 40% over the past three months, pushing the market cap to roughly $910 billion. (Tesla has about 1 billion shares outstanding, making the math easy.)\nBulls, naturally, see more gains ahead. Wedbush analyst Dan Ives raised his bull-case Tesla stock price target to $1,500 from $1,300 after the company reported better-than-expected earnings on Wednesday.\n“Tesla is rising because earnings revisions are soaring,” points out Gary Black, managing partner of the Future Fund Active exchange-traded fund. Analyst estimates for Tesla’s 2022 earnings have risen to about $8 a share from $6 over the past few weeks. “Rising estimates drove Tesla to the moon in 2020. They will drive Tesla to $1,000-plus in 2022,” Black says.\nIves rates Tesla stock Buy, and Tesla is the largest position in Black’s fund.\nYes, there are still Tesla bears out there who believe the stock is overvalued. The bottom third of analyst price targets averages about $425, less than half of Friday’s close.\nBears expect the sky-high valuation to give investors pause eventually. Stocks don’t usually fall just because investors, collectively, wake up one morning and feel differently about valuation. Something has to happen. The overall market could tumble, or the business could trip up. Analysts expect Tesla deliveries to grow to 1.3 million units in 2022 from about 890,000 units in 2021. Any hiccup to growth would be a negative catalyst for shares.\nWhether the stock rises or falls in the short run is anyone’s guess. For now, though, the momentum belongs to Tesla bulls.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3918,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":881770844,"gmtCreate":1631409821988,"gmtModify":1632882767428,"author":{"id":"3576151042223854","authorId":"3576151042223854","name":"Fayna","avatar":"https://static.tigerbbs.com/d82d63e2a39fe69931574815c44edce8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576151042223854","idStr":"3576151042223854"},"themes":[],"htmlText":"Giant Tech companies has to comply like ant workers to be great again.","listText":"Giant Tech companies has to comply like ant workers to be great again.","text":"Giant Tech companies has to comply like ant workers to be great again.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/881770844","repostId":"2166771433","repostType":2,"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}