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WjsdSGTi

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2021-12-19

666

抱歉，原内容已删除

2021-12-19

666

抱歉，原内容已删除

2021-12-18

666

Beke fell over 5% in morning trading after it refuted the Muddy Waters’ report<blockquote>Beke 在驳斥浑水公司的报告后，早盘交易中股价下跌超过 5%</blockquote>

2021-12-16

Cc

3 Stocks Insiders Are Buying<blockquote>内部人士正在买入的 3 只股票</blockquote>

2021-12-15

66

抱歉，原内容已删除

2021-12-14

666

Fluor's nuclear energy unit NuScale to go public via $1.9 bln SPAC deal<blockquote>福陆核能部门 NuScale 将通过 19 亿美元的 SPAC 交易上市</blockquote>

2021-12-13

666

Arena Pharmaceuticals jumped over 80% in morning trading as Pfizer acquired it for US $100/share<blockquote>辉瑞以每股 100 美元收购 Arena Pharmaceuticals，早盘交易中股价上涨超过 80%</blockquote>

2021-12-11

cc

Grab shares dropped another 9% in morning trading<blockquote>Grab 股价在早盘交易中又下跌 9%</blockquote>

2021-12-10

666

抱歉，原内容已删除

2021-12-09

666

Amazon shares fell slightly by 0.5% in premarket trading<blockquote>亚马逊股价在盘前交易中小幅下跌 0.5%</blockquote>

2021-12-08

666

抱歉，原内容已删除

2021-12-06

C

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2021-12-06

C

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2021-12-05

66

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2021-12-04

Yes

3 High Growth Stocks To Buy In The Pullback<blockquote>回调期间值得买入的 3 只高增长股票</blockquote>

2021-12-03

66

抱歉，原内容已删除

2021-12-02

666

Amazon Stock Gets a Price-Target Hike. Why UBS Sees It Hitting $4,700.<blockquote>亚马逊股票目标价上调。为什么瑞银认为它将触及 4,700 美元。</blockquote>

2021-12-01

66

抱歉，原内容已删除

2021-11-30

Cc

抱歉，原内容已删除

2021-11-29

666

Amazon Builds Out Network to Speed Delivery, Handle Holiday Crunch<blockquote>亚马逊建立网络以加快送货速度并应对假期紧缩</blockquote>

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stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639752126,"share":"https://www.laohunote.com/m/news/1160013875?lang=zh_CN&edition=full","pubTime":"2021-12-17 22:42","market":"us","language":"en","title":"Beke fell over 5% in morning trading after it refuted the Muddy Waters’ report<blockquote>Beke 在驳斥浑水公司的报告后，早盘交易中股价下跌超过 5%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160013875","media":"Tiger Newspress","summary":"Beke fell over 5% in morning trading after it refuted the Muddy Waters’ report.It today issued the f","content":"<p>Beke fell over 5% in morning trading after it refuted the Muddy Waters’ report.<img src=\"https://static.tigerbbs.com/32df0704b5e81f8fd6aa35aa5921c563\" tg-width=\"766\" tg-height=\"566\" width=\"100%\" height=\"auto\">It&nbsp;today issued the following statement in response to allegations made in a report by Muddy Waters Capital LLC (“Muddy Waters”).</p><p><blockquote>在驳斥浑水公司的报告后，Beke 在早盘交易中下跌超过 5%。针对 Muddy Waters Capital LLC（“Muddy Waters ”）在一份报告中提出的指控，该公司今天发表了以下声明。</blockquote></p><p> Yesterday, Muddy Waters issued a short seller report attacking Beike. Based upon the Company’s preliminary review and evaluation of the report, the Company believes the report is without merit and contains numerous errors of fact, unsubstantiated statements, and misleading speculations and interpretations. The report also shows a lack of basic understanding of the housing transactions industry in China.</p><p><blockquote>昨日，浑水发布空头报告攻击贝壳。根据公司对该报告的初步审查和评估，公司认为该报告毫无根据，包含许多事实错误、未经证实的陈述以及误导性的猜测和解释。报告还显示了对中国房屋交易行业缺乏基本的了解。</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>Beke fell over 5% in morning trading after it refuted the Muddy Waters’ report<blockquote>Beke 在驳斥浑水公司的报告后，早盘交易中股价下跌超过 5%</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\">\nBeke fell over 5% in morning trading after it refuted the Muddy Waters’ report<blockquote>Beke 在驳斥浑水公司的报告后，早盘交易中股价下跌超过 5%</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\">2021-12-17 22:42</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Beke fell over 5% in morning trading after it refuted the Muddy Waters’ report.<img src=\"https://static.tigerbbs.com/32df0704b5e81f8fd6aa35aa5921c563\" tg-width=\"766\" tg-height=\"566\" width=\"100%\" height=\"auto\">It&nbsp;today issued the following statement in response to allegations made in a report by Muddy Waters Capital LLC (“Muddy Waters”).</p><p><blockquote>在驳斥浑水公司的报告后，Beke 在早盘交易中下跌超过 5%。针对 Muddy Waters Capital LLC（“Muddy Waters ”）在一份报告中提出的指控，该公司今天发表了以下声明。</blockquote></p><p> Yesterday, Muddy Waters issued a short seller report attacking Beike. Based upon the Company’s preliminary review and evaluation of the report, the Company believes the report is without merit and contains numerous errors of fact, unsubstantiated statements, and misleading speculations and interpretations. The report also shows a lack of basic understanding of the housing transactions industry in China.</p><p><blockquote>昨日，浑水发布空头报告攻击贝壳。根据公司对该报告的初步审查和评估，公司认为该报告毫无根据，包含许多事实错误、未经证实的陈述以及误导性的猜测和解释。报告还显示了对中国房屋交易行业缺乏基本的了解。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BEKE":"贝壳"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160013875","content_text":"Beke fell over 5% in morning trading after it refuted the Muddy Waters’ report.It today issued the following statement in response to allegations made in a report by Muddy Waters Capital LLC (“Muddy Waters”).\nYesterday, Muddy Waters issued a short seller report attacking Beike. Based upon the Company’s preliminary review and evaluation of the report, the Company believes the report is without merit and contains numerous errors of fact, unsubstantiated statements, and misleading speculations and interpretations. The report also shows a lack of basic understanding of the housing transactions industry in China.","news_type":1,"symbols_score_info":{"BEKE":0.9}},"isVote":1,"tweetType":1,"viewCount":3532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690687083,"gmtCreate":1639664230667,"gmtModify":1639664230815,"author":{"id":"3576295596635298","authorId":"3576295596635298","name":"WjsdSGTi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576295596635298","authorIdStr":"3576295596635298"},"themes":[],"title":"","htmlText":"Cc","listText":"Cc","text":"Cc","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690687083","repostId":"1184515651","repostType":4,"repost":{"id":"1184515651","kind":"news","pubTimestamp":1639662975,"share":"https://www.laohunote.com/m/news/1184515651?lang=zh_CN&edition=full","pubTime":"2021-12-16 21:56","market":"us","language":"en","title":"3 Stocks Insiders Are Buying<blockquote>内部人士正在买入的 3 只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184515651","media":"Benzinga","summary":"When insiders purchase shares, it indicates their confidence in the company's prospects or that they","content":"<p><div> When insiders purchase shares, it indicates their confidence in the company's prospects or that they view the stock as a bargain. Either way, this signals an opportunity to go long on the stock. ...</p><p><blockquote><div>当内部人士购买股票时，这表明他们对公司前景充满信心，或者他们认为股票很便宜。不管怎样，这都预示着做多该股的机会。...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/trading-ideas/long-ideas/21/12/24641449/3-stocks-insiders-are-buying\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/trading-ideas/long-ideas/21/12/24641449/3-stocks-insiders-are-buying\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks Insiders Are Buying<blockquote>内部人士正在买入的 3 只股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks Insiders Are Buying<blockquote>内部人士正在买入的 3 只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-12-16 21:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> When insiders purchase shares, it indicates their confidence in the company's prospects or that they view the stock as a bargain. Either way, this signals an opportunity to go long on the stock. ...</p><p><blockquote><div>当内部人士购买股票时，这表明他们对公司前景充满信心，或者他们认为股票很便宜。不管怎样，这都预示着做多该股的机会。...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/trading-ideas/long-ideas/21/12/24641449/3-stocks-insiders-are-buying\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/trading-ideas/long-ideas/21/12/24641449/3-stocks-insiders-are-buying\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/21/12/24641449/3-stocks-insiders-are-buying\">Benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HQY":"HealthEquity","ASAN":"阿莎娜"},"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/21/12/24641449/3-stocks-insiders-are-buying","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184515651","content_text":"When insiders purchase shares, it indicates their confidence in the company's prospects or that they view the stock as a bargain. Either way, this signals an opportunity to go long on the stock. Insider purchases should not be taken as the only indicator for making an investment or trading decision. At best, it can lend conviction to a buying decision.\nBelow is a look at a few recent notable insider purchases.\nAsana\n\nThe Trade:Asana, Inc.(NYSE:ASAN) President, CEO and Chair Dustin Moskovitz acquired a total of 1250000 shares at an average price of $65.02. To acquire these shares, it cost $81,280,385.01.\nWhat’s Happening:Morgan Stanley recently maintained Asana with an Equal-Weight and lowered the price target from $151 to $80.\nWhat Asana Does:Asana Inc is a software company. The company provides a platform for work management that helps teams orchestrate work, from daily tasks to cross-functional strategic initiatives.\n\nHealthEquity\n\nThe Trade:HealthEquity, Inc.(NASDAQ:HQY) Director Adrian Dillonacquired a total of 12375 shares at an average price of $40.47. To acquire these shares, it cost $500,811.30.\nWhat’s Happening:HealthEquity recently reported worse-than-expected Q3 sales results and issued FY22 EPS and sales guidance below estimates.\nWhat HealthEquity Does:HealthEquity Inc provides solutions that allow consumers to make healthcare saving and spending decisions. Its technology allows customers to see their tax-advantaged healthcare savings, compare treatment options and pricing, pay healthcare bills, receive benefit information, and earn wellness incentives.\n\nSix Flags Entertainment\n\nThe Trade:Six Flags Entertainment Corporation(NYSE:SIX) 10% owner H Partners Management Llc bought a total of 225000 shares at an average price of $37.55. To acquire these shares, it cost $8,447,832.50.\nWhat’s Happening:Goldman Sachs upgraded Six Flags Entertainment from Neutral to Buy and raised the price target from $47 to $52.\nWhat Six Flags Entertainment Does:Six Flags Entertainment Corp owns and operates theme parks worldwide. It operates around 26 theme parks and waterparks, 23 are located in the United States, two are located in Mexico and one is located in Montreal, Canada.","news_type":1,"symbols_score_info":{"SIX":0.9,"HQY":0.9,"ASAN":0.9}},"isVote":1,"tweetType":1,"viewCount":3558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607577312,"gmtCreate":1639573181304,"gmtModify":1639573181455,"author":{"id":"3576295596635298","authorId":"3576295596635298","name":"WjsdSGTi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576295596635298","authorIdStr":"3576295596635298"},"themes":[],"title":"","htmlText":"66","listText":"66","text":"66","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607577312","repostId":"2191967036","repostType":4,"isVote":1,"tweetType":1,"viewCount":3318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607367191,"gmtCreate":1639491876121,"gmtModify":1639491876321,"author":{"id":"3576295596635298","authorId":"3576295596635298","name":"WjsdSGTi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576295596635298","authorIdStr":"3576295596635298"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607367191","repostId":"1131788682","repostType":4,"repost":{"id":"1131788682","kind":"news","pubTimestamp":1639490190,"share":"https://www.laohunote.com/m/news/1131788682?lang=zh_CN&edition=full","pubTime":"2021-12-14 21:56","market":"us","language":"en","title":"Fluor's nuclear energy unit NuScale to go public via $1.9 bln SPAC deal<blockquote>福陆核能部门 NuScale 将通过 19 亿美元的 SPAC 交易上市</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1131788682","media":"Reuters","summary":"Fluor Corporation said on Tuesday its nuclear energy unit NuScale Power plans to go public by mergin","content":"<p>Fluor Corporation said on Tuesday its nuclear energy unit NuScale Power plans to go public by merging with a blank-check firm in a deal that values the combined entity at $1.9 billion, including debt.</p><p><blockquote>福陆公司周二表示，其核能部门 NuScale Power 计划通过与一家空白支票公司合并上市，合并后实体的估值为 19 亿美元，其中包括债务。</blockquote></p><p> NuScale, which offers nuclear technology solutions for the production of electricity, heat and clean water, is the latest firm looking to cash in on the spurt in clean energy demand amid a rising awareness about climate change.</p><p><blockquote>NuScale 为生产电力、热力和清洁水提供核技术解决方案，是最新一家在气候变化意识日益增强的情况下寻求利用清洁能源需求激增的公司。</blockquote></p><p> Footprint, a company that provides plant-based alternatives to plastic, said earlier on Tuesday it would go public by merging with a blank-check firm led by billionaire Alec Gores.</p><p><blockquote>Footprint 是一家提供植物性塑料替代品的公司，该公司周二早些时候表示，将通过与亿万富翁亚历克·戈尔斯 (Alec Gores) 领导的一家空白支票公司合并来上市。</blockquote></p><p> Fluor said the deal with Spring Valley Acquisition Corp, a special purpose acquisition company, would provide NuScale with $413 million in gross proceeds. That includes a private investment in public equity (PIPE) of about $181 million anchored by Samsung C&amp;T Corporation, DS Private Equity, Segra Capital Management and Pearl Energy.</p><p><blockquote>福陆表示，与特殊目的收购公司 Spring Valley Acquisition Corp 的交易将为 NuScale 提供 4.13 亿美元的总收入。其中包括由三星物产公司、DS Private Equity、Segra Capital Management 和 Pearl Energy 提供的约 1.81 亿美元的公共股权私人投资 (PIPE)。</blockquote></p><p> Special purpose acquisition companies, or SPACs, are publicly-traded shell companies that merge with an unlisted company to take it public.</p><p><blockquote>特殊目的收购公司（SPAC）是与未上市公司合并上市的上市空壳公司。</blockquote></p><p> NuScale intends to use the funds from the deal to scale up its commercial products, including small modular nuclear reactor technology. It also expects the proceeds to help it become cash flow positive.</p><p><blockquote>NuScale 打算利用此次交易的资金扩大其商业产品的规模，包括小型模块化核反应堆技术。它还预计所得款项将帮助其实现正现金流。</blockquote></p><p> After the deal closes, the new company named NuScale Power Corporation will list on the Nasdaq under the ticker symbol \"SMR\". Fluor expects to own 60% of the combined company.</p><p><blockquote>交易完成后，名为NuScale Power Corporation的新公司将在纳斯达克上市，股票代码为“SMR”。福陆预计将拥有合并后公司 60% 的股份。</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>Fluor's nuclear energy unit NuScale to go public via $1.9 bln SPAC deal<blockquote>福陆核能部门 NuScale 将通过 19 亿美元的 SPAC 交易上市</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\">\nFluor's nuclear energy unit NuScale to go public via $1.9 bln SPAC deal<blockquote>福陆核能部门 NuScale 将通过 19 亿美元的 SPAC 交易上市</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-12-14 21:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Fluor Corporation said on Tuesday its nuclear energy unit NuScale Power plans to go public by merging with a blank-check firm in a deal that values the combined entity at $1.9 billion, including debt.</p><p><blockquote>福陆公司周二表示，其核能部门 NuScale Power 计划通过与一家空白支票公司合并上市，合并后实体的估值为 19 亿美元，其中包括债务。</blockquote></p><p> NuScale, which offers nuclear technology solutions for the production of electricity, heat and clean water, is the latest firm looking to cash in on the spurt in clean energy demand amid a rising awareness about climate change.</p><p><blockquote>NuScale 为生产电力、热力和清洁水提供核技术解决方案，是最新一家在气候变化意识日益增强的情况下寻求利用清洁能源需求激增的公司。</blockquote></p><p> Footprint, a company that provides plant-based alternatives to plastic, said earlier on Tuesday it would go public by merging with a blank-check firm led by billionaire Alec Gores.</p><p><blockquote>Footprint 是一家提供植物性塑料替代品的公司，该公司周二早些时候表示，将通过与亿万富翁亚历克·戈尔斯 (Alec Gores) 领导的一家空白支票公司合并来上市。</blockquote></p><p> Fluor said the deal with Spring Valley Acquisition Corp, a special purpose acquisition company, would provide NuScale with $413 million in gross proceeds. That includes a private investment in public equity (PIPE) of about $181 million anchored by Samsung C&amp;T Corporation, DS Private Equity, Segra Capital Management and Pearl Energy.</p><p><blockquote>福陆表示，与特殊目的收购公司 Spring Valley Acquisition Corp 的交易将为 NuScale 提供 4.13 亿美元的总收入。其中包括由三星物产公司、DS Private Equity、Segra Capital Management 和 Pearl Energy 提供的约 1.81 亿美元的公共股权私人投资 (PIPE)。</blockquote></p><p> Special purpose acquisition companies, or SPACs, are publicly-traded shell companies that merge with an unlisted company to take it public.</p><p><blockquote>特殊目的收购公司（SPAC）是与未上市公司合并上市的上市空壳公司。</blockquote></p><p> NuScale intends to use the funds from the deal to scale up its commercial products, including small modular nuclear reactor technology. It also expects the proceeds to help it become cash flow positive.</p><p><blockquote>NuScale 打算利用此次交易的资金扩大其商业产品的规模，包括小型模块化核反应堆技术。它还预计所得款项将帮助其实现正现金流。</blockquote></p><p> After the deal closes, the new company named NuScale Power Corporation will list on the Nasdaq under the ticker symbol \"SMR\". Fluor expects to own 60% of the combined company.</p><p><blockquote>交易完成后，名为NuScale Power Corporation的新公司将在纳斯达克上市，股票代码为“SMR”。福陆预计将拥有合并后公司 60% 的股份。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/fluors-nuclear-energy-unit-nuscale-133939272.html\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FLR":"福陆"},"source_url":"https://finance.yahoo.com/news/fluors-nuclear-energy-unit-nuscale-133939272.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131788682","content_text":"Fluor Corporation said on Tuesday its nuclear energy unit NuScale Power plans to go public by merging with a blank-check firm in a deal that values the combined entity at $1.9 billion, including debt.\nNuScale, which offers nuclear technology solutions for the production of electricity, heat and clean water, is the latest firm looking to cash in on the spurt in clean energy demand amid a rising awareness about climate change.\nFootprint, a company that provides plant-based alternatives to plastic, said earlier on Tuesday it would go public by merging with a blank-check firm led by billionaire Alec Gores.\nFluor said the deal with Spring Valley Acquisition Corp, a special purpose acquisition company, would provide NuScale with $413 million in gross proceeds. That includes a private investment in public equity (PIPE) of about $181 million anchored by Samsung C&T Corporation, DS Private Equity, Segra Capital Management and Pearl Energy.\nSpecial purpose acquisition companies, or SPACs, are publicly-traded shell companies that merge with an unlisted company to take it public.\nNuScale intends to use the funds from the deal to scale up its commercial products, including small modular nuclear reactor technology. It also expects the proceeds to help it become cash flow positive.\nAfter the deal closes, the new company named NuScale Power Corporation will list on the Nasdaq under the ticker symbol \"SMR\". Fluor expects to own 60% of the combined company.","news_type":1,"symbols_score_info":{"FLR":0.9}},"isVote":1,"tweetType":1,"viewCount":3553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604273017,"gmtCreate":1639407428634,"gmtModify":1639407429272,"author":{"id":"3576295596635298","authorId":"3576295596635298","name":"WjsdSGTi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576295596635298","authorIdStr":"3576295596635298"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604273017","repostId":"1167465214","repostType":4,"repost":{"id":"1167465214","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":1639406352,"share":"https://www.laohunote.com/m/news/1167465214?lang=zh_CN&edition=full","pubTime":"2021-12-13 22:39","market":"us","language":"en","title":"Arena Pharmaceuticals jumped over 80% in morning trading as Pfizer acquired it for US $100/share<blockquote>辉瑞以每股 100 美元收购 Arena Pharmaceuticals，早盘交易中股价上涨超过 80%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1167465214","media":"Tiger Newspress","summary":"Arena Pharmaceuticals jumped over 80% in morning trading as Pfizer acquired it for US $100/share.Pfi","content":"<p>Arena Pharmaceuticals jumped over 80% in morning trading as Pfizer acquired it for US $100/share.<img src=\"https://static.tigerbbs.com/baca4cde05c414b1c77aa618108489b1\" tg-width=\"774\" tg-height=\"568\" width=\"100%\" height=\"auto\">Pfizer Inc has agreed to acquire Arena Pharmaceuticals in a $6.7 billion all-cash deal to expand its cancer and inflammatory disease treatment pipeline, the companies said on Monday.</p><p><blockquote>辉瑞以每股 100 美元的价格收购了 Arena Pharmaceuticals，该公司在早盘交易中股价上涨超过 80%。辉瑞公司周一表示，已同意以 67 亿美元的全现金交易收购 Arena Pharmaceuticals，以扩大其癌症和炎症性疾病治疗产品线。</blockquote></p><p> Pfizer will take over all outstanding shares of Arena for $100 per share, representing a 100.2% premium to Arena's last closing price.</p><p><blockquote>辉瑞将以每股 100 美元的价格收购 Arena 的所有流通股，较 Arena 最新收盘价溢价 100.2%。</blockquote></p><p> Arena is developing several treatments for gastroenterology, dermatology, and cardiology. The drug developer's ulcerative colitis treatment candidate, etrasimod, is in a late-stage study.</p><p><blockquote>Arena正在为胃肠病学、皮肤病学和心脏病学开发几种治疗方法。该药物开发商的溃疡性结肠炎治疗候选药物依曲莫德正处于后期研究阶段。</blockquote></p><p> Pfizer said it expects to finance the transaction with cash on hand.</p><p><blockquote>辉瑞表示，预计将用手头现金为这笔交易提供资金。</blockquote></p><p> Pfizer’s financial advisers for the transaction are BofA Securities and Centerview Partners LLC, while Guggenheim Securities LLC and Evercore Group LLC advised Arena.</p><p><blockquote>辉瑞此次交易的财务顾问是美国银行证券和 Centerview Partners LLC，古根海姆证券有限责任公司和 Evercore Group LLC 为 Arena 提供咨询服务。</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>Arena Pharmaceuticals jumped over 80% in morning trading as Pfizer acquired it for US $100/share<blockquote>辉瑞以每股 100 美元收购 Arena Pharmaceuticals，早盘交易中股价上涨超过 80%</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\">\nArena Pharmaceuticals jumped over 80% in morning trading as Pfizer acquired it for US $100/share<blockquote>辉瑞以每股 100 美元收购 Arena Pharmaceuticals，早盘交易中股价上涨超过 80%</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\">2021-12-13 22:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Arena Pharmaceuticals jumped over 80% in morning trading as Pfizer acquired it for US $100/share.<img src=\"https://static.tigerbbs.com/baca4cde05c414b1c77aa618108489b1\" tg-width=\"774\" tg-height=\"568\" width=\"100%\" height=\"auto\">Pfizer Inc has agreed to acquire Arena Pharmaceuticals in a $6.7 billion all-cash deal to expand its cancer and inflammatory disease treatment pipeline, the companies said on Monday.</p><p><blockquote>辉瑞以每股 100 美元的价格收购了 Arena Pharmaceuticals，该公司在早盘交易中股价上涨超过 80%。辉瑞公司周一表示，已同意以 67 亿美元的全现金交易收购 Arena Pharmaceuticals，以扩大其癌症和炎症性疾病治疗产品线。</blockquote></p><p> Pfizer will take over all outstanding shares of Arena for $100 per share, representing a 100.2% premium to Arena's last closing price.</p><p><blockquote>辉瑞将以每股 100 美元的价格收购 Arena 的所有流通股，较 Arena 最新收盘价溢价 100.2%。</blockquote></p><p> Arena is developing several treatments for gastroenterology, dermatology, and cardiology. The drug developer's ulcerative colitis treatment candidate, etrasimod, is in a late-stage study.</p><p><blockquote>Arena正在为胃肠病学、皮肤病学和心脏病学开发几种治疗方法。该药物开发商的溃疡性结肠炎治疗候选药物依曲莫德正处于后期研究阶段。</blockquote></p><p> Pfizer said it expects to finance the transaction with cash on hand.</p><p><blockquote>辉瑞表示，预计将用手头现金为这笔交易提供资金。</blockquote></p><p> Pfizer’s financial advisers for the transaction are BofA Securities and Centerview Partners LLC, while Guggenheim Securities LLC and Evercore Group LLC advised Arena.</p><p><blockquote>辉瑞此次交易的财务顾问是美国银行证券和 Centerview Partners LLC，古根海姆证券有限责任公司和 Evercore Group LLC 为 Arena 提供咨询服务。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","ARNA":"阿里那"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167465214","content_text":"Arena Pharmaceuticals jumped over 80% in morning trading as Pfizer acquired it for US $100/share.Pfizer Inc has agreed to acquire Arena Pharmaceuticals in a $6.7 billion all-cash deal to expand its cancer and inflammatory disease treatment pipeline, the companies said on Monday.\nPfizer will take over all outstanding shares of Arena for $100 per share, representing a 100.2% premium to Arena's last closing price.\nArena is developing several treatments for gastroenterology, dermatology, and cardiology. The drug developer's ulcerative colitis treatment candidate, etrasimod, is in a late-stage study.\nPfizer said it expects to finance the transaction with cash on hand.\nPfizer’s financial advisers for the transaction are BofA Securities and Centerview Partners LLC, while Guggenheim Securities LLC and Evercore Group LLC advised Arena.","news_type":1,"symbols_score_info":{"PFE":0.9,"ARNA":0.9}},"isVote":1,"tweetType":1,"viewCount":3811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605299506,"gmtCreate":1639177591756,"gmtModify":1639177591904,"author":{"id":"3576295596635298","authorId":"3576295596635298","name":"WjsdSGTi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576295596635298","authorIdStr":"3576295596635298"},"themes":[],"title":"","htmlText":"cc","listText":"cc","text":"cc","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605299506","repostId":"1134450838","repostType":4,"repost":{"id":"1134450838","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":1639148939,"share":"https://www.laohunote.com/m/news/1134450838?lang=zh_CN&edition=full","pubTime":"2021-12-10 23:08","market":"us","language":"en","title":"Grab shares dropped another 9% in morning trading<blockquote>Grab 股价在早盘交易中又下跌 9%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1134450838","media":"Tiger Newspress","summary":"Grab shares dropped another 9% in morning trading after falling more than 9% yesterday.","content":"<p>Grab shares dropped another 9% in morning trading after falling more than 9% yesterday.</p><p><blockquote>继昨天下跌超过 9% 后，Grab 股价在早盘交易中又下跌 9%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/963eb8dd73ce8daa0d852d63f0bcc276\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Grab shares dropped another 9% in morning trading<blockquote>Grab 股价在早盘交易中又下跌 9%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGrab shares dropped another 9% in morning trading<blockquote>Grab 股价在早盘交易中又下跌 9%</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 23:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Grab shares dropped another 9% in morning trading after falling more than 9% yesterday.</p><p><blockquote>继昨天下跌超过 9% 后，Grab 股价在早盘交易中又下跌 9%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/963eb8dd73ce8daa0d852d63f0bcc276\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134450838","content_text":"Grab shares dropped another 9% in morning trading after falling more than 9% yesterday.","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":3542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605878285,"gmtCreate":1639148658348,"gmtModify":1639148658506,"author":{"id":"3576295596635298","authorId":"3576295596635298","name":"WjsdSGTi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576295596635298","authorIdStr":"3576295596635298"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605878285","repostId":"1106405499","repostType":4,"isVote":1,"tweetType":1,"viewCount":4156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602434128,"gmtCreate":1639055265247,"gmtModify":1639055265423,"author":{"id":"3576295596635298","authorId":"3576295596635298","name":"WjsdSGTi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576295596635298","authorIdStr":"3576295596635298"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/602434128","repostId":"1129645066","repostType":4,"repost":{"id":"1129645066","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":1639053071,"share":"https://www.laohunote.com/m/news/1129645066?lang=zh_CN&edition=full","pubTime":"2021-12-09 20:31","market":"us","language":"en","title":"Amazon shares fell slightly by 0.5% in premarket trading<blockquote>亚马逊股价在盘前交易中小幅下跌 0.5%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129645066","media":"Tiger Newspress","summary":"Amazon shares fell slightly by 0.5% in premarket trading after Italy's antitrust fined Amazon 1.13 b","content":"<p>Amazon shares fell slightly by 0.5% in premarket trading&nbsp;after&nbsp;Italy's antitrust fined Amazon 1.13 bln euros for alleged abuse of market dominance.</p><p><blockquote>在意大利反垄断机构因涉嫌滥用市场支配地位对亚马逊处以 11.3 亿欧元罚款后，亚马逊股价在盘前交易中小幅下跌 0.5%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1aa0616746882964f5e05a784287edeb\" tg-width=\"850\" tg-height=\"618\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Italy's antitrust said on Thursday it had fined e-commerce giant Amazon 1.13 billion euros ($1.28 billion) for alleged abuse of market dominance.</p><p><blockquote>意大利反垄断机构周四表示，因涉嫌滥用市场支配地位，已对电子商务巨头亚马逊处以 11.3 亿欧元（12.8 亿美元）的罚款。</blockquote></p><p> In a statement the watchdog said Amazon had harmed competing operators in the e-commerce logistics service.</p><p><blockquote>该监管机构在一份声明中表示，亚马逊损害了电子商务物流服务领域的竞争运营商。</blockquote></p><p> \"Amazon holds a dominant position in the Italian market for intermediation services on marketplaces, which Amazon leveraged to favour the adoption of its own logistics service - Fulfilment by Amazon (FBA) - by sellers active on Amazon.it to the detriment of the logistics services offered by competing operators, as well as to strengthen its own dominant position,\" it added.</p><p><blockquote>“亚马逊在意大利市场中介服务市场上占据主导地位，亚马逊利用这一点来鼓励活跃在亚马逊上的卖家采用自己的物流服务——亚马逊履行（FBA）。这损害了竞争对手提供的物流服务运营商，以及加强自己的主导地位，”它补充道。</blockquote></p><p> The antitrust said it would impose on Amazon corrective steps that will be subject to review by a monitoring trustee.</p><p><blockquote>该反垄断机构表示，将对亚马逊采取纠正措施，并接受监控受托人的审查。</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>Amazon shares fell slightly by 0.5% in premarket trading<blockquote>亚马逊股价在盘前交易中小幅下跌 0.5%</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; 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#7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon shares fell slightly by 0.5% in premarket trading<blockquote>亚马逊股价在盘前交易中小幅下跌 0.5%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-09 20:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Amazon shares fell slightly by 0.5% in premarket trading&nbsp;after&nbsp;Italy's antitrust fined Amazon 1.13 bln euros for alleged abuse of market dominance.</p><p><blockquote>在意大利反垄断机构因涉嫌滥用市场支配地位对亚马逊处以 11.3 亿欧元罚款后，亚马逊股价在盘前交易中小幅下跌 0.5%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1aa0616746882964f5e05a784287edeb\" tg-width=\"850\" tg-height=\"618\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Italy's antitrust said on Thursday it had fined e-commerce giant Amazon 1.13 billion euros ($1.28 billion) for alleged abuse of market dominance.</p><p><blockquote>意大利反垄断机构周四表示，因涉嫌滥用市场支配地位，已对电子商务巨头亚马逊处以 11.3 亿欧元（12.8 亿美元）的罚款。</blockquote></p><p> In a statement the watchdog said Amazon had harmed competing operators in the e-commerce logistics service.</p><p><blockquote>该监管机构在一份声明中表示，亚马逊损害了电子商务物流服务领域的竞争运营商。</blockquote></p><p> \"Amazon holds a dominant position in the Italian market for intermediation services on marketplaces, which Amazon leveraged to favour the adoption of its own logistics service - Fulfilment by Amazon (FBA) - by sellers active on Amazon.it to the detriment of the logistics services offered by competing operators, as well as to strengthen its own dominant position,\" it added.</p><p><blockquote>“亚马逊在意大利市场中介服务市场上占据主导地位，亚马逊利用这一点来鼓励活跃在亚马逊上的卖家采用自己的物流服务——亚马逊履行（FBA）。这损害了竞争对手提供的物流服务运营商，以及加强自己的主导地位，”它补充道。</blockquote></p><p> The antitrust said it would impose on Amazon corrective steps that will be subject to review by a monitoring trustee.</p><p><blockquote>该反垄断机构表示，将对亚马逊采取纠正措施，并接受监控受托人的审查。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129645066","content_text":"Amazon shares fell slightly by 0.5% in premarket trading after Italy's antitrust fined Amazon 1.13 bln euros for alleged abuse of market dominance.\n\nItaly's antitrust said on Thursday it had fined e-commerce giant Amazon 1.13 billion euros ($1.28 billion) for alleged abuse of market dominance.\nIn a statement the watchdog said Amazon had harmed competing operators in the e-commerce logistics service.\n\"Amazon holds a dominant position in the Italian market for intermediation services on marketplaces, which Amazon leveraged to favour the adoption of its own logistics service - Fulfilment by Amazon (FBA) - by sellers active on Amazon.it to the detriment of the logistics services offered by competing operators, as well as to strengthen its own dominant position,\" it added.\nThe antitrust said it would impose on Amazon corrective steps that will be subject to review by a monitoring trustee.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":3927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602373338,"gmtCreate":1638976803835,"gmtModify":1638976803975,"author":{"id":"3576295596635298","authorId":"3576295596635298","name":"WjsdSGTi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576295596635298","authorIdStr":"3576295596635298"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602373338","repostId":"2189664198","repostType":4,"isVote":1,"tweetType":1,"viewCount":1356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608231053,"gmtCreate":1638746795626,"gmtModify":1638746801623,"author":{"id":"3576295596635298","authorId":"3576295596635298","name":"WjsdSGTi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576295596635298","authorIdStr":"3576295596635298"},"themes":[],"title":"","htmlText":"C","listText":"C","text":"C","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608231053","repostId":"2188057871","repostType":4,"isVote":1,"tweetType":1,"viewCount":1123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608233205,"gmtCreate":1638746758820,"gmtModify":1638746758915,"author":{"id":"3576295596635298","authorId":"3576295596635298","name":"WjsdSGTi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576295596635298","authorIdStr":"3576295596635298"},"themes":[],"title":"","htmlText":"C","listText":"C","text":"C","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608233205","repostId":"1140678193","repostType":4,"isVote":1,"tweetType":1,"viewCount":1152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608101646,"gmtCreate":1638658376194,"gmtModify":1638658376350,"author":{"id":"3576295596635298","authorId":"3576295596635298","name":"WjsdSGTi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576295596635298","authorIdStr":"3576295596635298"},"themes":[],"title":"","htmlText":"66","listText":"66","text":"66","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608101646","repostId":"2188853578","repostType":4,"isVote":1,"tweetType":1,"viewCount":1113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608000362,"gmtCreate":1638577778671,"gmtModify":1638577778792,"author":{"id":"3576295596635298","authorId":"3576295596635298","name":"WjsdSGTi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576295596635298","authorIdStr":"3576295596635298"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608000362","repostId":"1115344844","repostType":4,"repost":{"id":"1115344844","kind":"news","pubTimestamp":1638544099,"share":"https://www.laohunote.com/m/news/1115344844?lang=zh_CN&edition=full","pubTime":"2021-12-03 23:08","market":"us","language":"en","title":"3 High Growth Stocks To Buy In The Pullback<blockquote>回调期间值得买入的 3 只高增长股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1115344844","media":"Seeking Alpha","summary":"Summary\n\nUpstart has fallen more than 50% from its highs. But its last earnings report wasn't that b","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Upstart has fallen more than 50% from its highs. But its last earnings report wasn't that bad. The story is still intact and shares have derisked considerably.</li>  <li>Zscaler continues to impress with recent results showing accelerated growth again. The shares went up immediately after the report but reversed down in the general wash out.</li>  <li>Monday.com is a fairly new company and it also got hit by the market. Its high growth profile, rapidly improving profitability, and reasonable valuation makes it an interesting stock pick.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2aac50f1e4e4115b0d38a5ec6c15c267\" tg-width=\"1536\" tg-height=\"1139\" width=\"100%\" height=\"auto\"><span>Galeanu Mihai/iStock via Getty Images</span></p><p><blockquote><ul><li>Upstart 已从高点下跌超过 50%。但它的上一份收益报告并没有那么糟糕。故事仍然完好无损，股价已大幅降低风险。</li><li>Zscaler 继续给人留下深刻印象，最近的结果再次显示加速增长。报告发布后，该股立即上涨，但在普遍洗盘中回落。</li><li>Monday.com 是一家相当新的公司，它也受到了市场的打击。其高增长形势、快速提高的盈利能力和合理的估值使其成为一个有趣的股票选择。</li></ul><p class=\"t-img-caption\"><span>Galeanu Mihai/iStock 来自 Getty Images</span></p></blockquote></p><p> I started writing this article one week ago with the goal to review Upstart's recent quarterly results. Since in my&nbsp;last article, I argued that Upstart (UPST) might still be an attractive buying opportunity at $390 a share, I wanted to check on the company (currently trading around $180 –<i>yikes!</i>).</p><p><blockquote>我一周前开始写这篇文章，目的是回顾一下 Upstart 最近的季度业绩。由于在我的上一篇文章中，我认为 Upstart (UPST) 可能仍然是每股 390 美元的有吸引力的买入机会，因此我想了解一下该公司（目前交易价格约为 180 美元 –<i>呀!</i>).</blockquote></p><p> However, the recent market sell-off, especially in high-growth names, made me reconsider the direction of the article. I think it is much more interesting right now to write about some high-growth names in my portfolio that I am considering adding during this little downturn.</p><p><blockquote>然而，最近的市场抛售，尤其是高增长股票，让我重新考虑了文章的方向。我认为现在在我的投资组合中写下一些高增长的名字要有趣得多，我正在考虑在这次小小的低迷时期添加这些名字。</blockquote></p><p> A little caveat upfront, though. I am really bad at short-term calls (as evidenced by my recent Upstart article). I have no idea what the Omicron variant will do to our economy, what the Fed's monetary policy will be in the future and how far this sell-off will go eventually. By the time this article is published, the sell-off might already have reversed. Or it might have gotten much worse. I simply don't know.</p><p><blockquote>不过，先有一个小小的警告。我真的不擅长短期评级（我最近的暴发户文章就证明了这一点）。我不知道奥密克戎变体会对我们的经济产生什么影响，美联储未来的货币政策会是什么，以及这种抛售最终会走多远。当本文发表时，抛售可能已经逆转。或者情况可能会变得更糟。我就是不知道。</blockquote></p><p> What I do know is that there are companies in the public markets with exceptional business fundamentals that&nbsp;<b>will do very well regardless of the macro environment</b>. These are businesses with high growth rates, high margins, and long runways of growth. They also have high valuation multiples which lead to increased risk and high volatility. Taking advantage of that volatility is a great way to increase your returns. Here are some stocks that I consider buying right now:</p><p><blockquote>我所知道的是，公开市场上有些公司拥有卓越的商业基本面<b>无论宏观环境如何，都会做得很好</b>这些业务具有高增长率、高利润率和长增长跑道。它们还具有高估值倍数，导致风险增加和高波动性。利用这种波动性是增加回报的好方法。以下是我现在考虑购买的一些股票：</blockquote></p><p> <b>Upstart</b></p><p><blockquote><b>暴发户</b></blockquote></p><p> Let's start with the one I originally wanted to write about: To summarize shortly, I think that if you liked Upstart at $390, you should like it much more at $180. The earnings release for Q3 2021 was not as bad as the market's reaction might suggest. Yes, expectations were lofty based on an exceptional Q2 report, and yes, these expectations were not entirely met in Q3. But that does not mean that the fundamental picture has deteriorated. What the wild price swings of the past prove, and I have written about in the past, is that this young company is difficult to value. Growth is high, but also hard to predict. And while the disruption of the FICO score through AI technology is enticing and seems inevitable, Upstart's role in that story is not set in stone.</p><p><blockquote>让我们从我最初想写的开始：简单总结一下，我认为如果你喜欢390美元的Upstart，你应该更喜欢180美元的它。2021 年第三季度的财报发布并不像市场反应所暗示的那么糟糕。是的，基于出色的第二季度报告，人们的期望很高，是的，这些期望在第三季度并没有完全得到满足。但这并不意味着基本面已经恶化。过去价格的剧烈波动证明，我过去也写过，这家年轻的公司很难估值。增长很高，但也很难预测。虽然通过人工智能技术破坏 FICO 分数很诱人，而且似乎是不可避免的，但 Upstart 在这个故事中的角色并非一成不变。</blockquote></p><p> Let's look at some numbers:</p><p><blockquote>让我们看一些数字：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7b085c5134a9e376f177da8f5fa2674e\" tg-width=\"640\" tg-height=\"309\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b826680751b139c569c90d0d3be483cf\" tg-width=\"640\" tg-height=\"163\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者</span></p></blockquote></p><p> As you can see, revenue growth is still explosive, and with a normal beat should accelerate again into Q4 on a sequential basis. And while most key performance indicators (loans transacted, conversion rate, percentage of automated loans) together with&nbsp;margins&nbsp;all decelerated or went down slightly, I don't think that this means the fundamentals have changed with this company. There were many details mentioned in the&nbsp;earnings call&nbsp;that I won't discuss in this article format. But the key takeaway for me was that management seemed very upbeat about the future of the company.</p><p><blockquote>正如您所看到的，收入增长仍然是爆炸性的，在正常情况下，收入增长应该会再次加速到第四季度。虽然大多数关键绩效指标（交易贷款、转化率、自动化贷款百分比）以及利润率都有所减速或略有下降，但我认为这并不意味着这家公司的基本面已经发生了变化。收益看涨期权中提到了许多细节，我不会以本文的形式讨论。但对我来说，关键的收获是管理层似乎对公司的未来非常乐观。</blockquote></p><p> I think there are two key mistakes that investors should avoid here:</p><p><blockquote>我认为投资者应该避免两个关键错误：</blockquote></p><p></p><p> <ol>  <li>Let the disappointment of a \"not-so-blowout\" quarter and a devastating price action make you blind to this investment opportunity. This was still a very good quarter and now that the shares have fallen off a cliff the stock is much more attractive.</li>  <li>Do not look at Upstart through the lens of SaaS businesses. As I wrote in&nbsp;May:<i>Upstart might be a high-promising cloud software company but it does not have a SaaS business model. There is</i>&nbsp;<i><b>no recurring revenue</b></i>&nbsp;<i>to fall back on in tough times, no sticky subscription customers, no backlog, no land and expand. Every quarter Upstart has to sell new loans, and revenue basically starts from zero.</i></li> </ol> Upstart's financials are lumpier and less reliable and as a result, the company deserves much more investor attention and a lower valuation multiple than high growth companies with recurring revenues. However, if growth stays very high, it could more than make up for that fact. Currently, the company is trading at a 17.76 forward EV/S, which I think is a relative bargain for a company with this growth and margin profile.</p><p><blockquote><ol><li>让“不那么井喷”的季度的失望和毁灭性的价格走势让你对这个投资机会视而不见。这仍然是一个非常好的季度，现在股价已经跌下悬崖，该股更具吸引力。</li><li>不要通过SaaS业务的视角来看待新贵。正如我在五月份写的：<i>Upstart可能是一家很有前途的云软件公司，但它没有SaaS商业模式。有</i> <i><b>无经常性收入</b></i> <i>在困难时期可以依靠，没有粘性订阅客户，没有积压，没有土地和扩张。每个季度Upstart都要出售新贷款，收入基本从零开始。</i></li></ol>Upstart 的财务状况更加不稳定且不太可靠，因此，与具有经常性收入的高增长公司相比，该公司值得更多的投资者关注和更低的估值倍数。然而，如果增长保持非常高，它可以弥补这一事实。目前，该公司的远期 EV/S 交易价格为 17.76，我认为对于一家具有这种增长和利润率的公司来说，这是一个相对便宜的价格。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15592919228dec8ee2403898d69ef228\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> <b>Zscaler</b></p><p><blockquote><b>缩放器</b></blockquote></p><p> Sometimes the market gives you a gift that you should not refuse. This is what happened with Zscaler (ZS) yesterday. The&nbsp;stock initially was up&nbsp;in the postmarket after the company reported another&nbsp;blow-out quarter&nbsp;on Tuesday. But on Wednesday it all didn't matter anymore and thanks to the little correction, sector rotation, or whatever you want to call it, the stock actually went&nbsp;<b>down by more than 8%</b>. This is really a time when you want to buy: You just got confirmation that your company is doing incredibly well with growth accelerating and the stock sells off for macro concerns. The stock is definitely not cheap at a forward EV/S of 43.51 and, of course, this \"pull-back\" is laughable (<i>\"oh my god, the stock is back to where it was...one month ago\"</i>).</p><p><blockquote>有时候市场给了你一份你不应该拒绝的礼物。这就是昨天Zscaler(ZS)发生的事情。在该公司周二公布另一个井喷季度后，该股最初在后市上涨。但到了周三，一切都不再重要了，由于小幅调整、板块轮动或任何你想看涨期权的东西，该股实际上上涨了<b>下降8%以上</b>. 这确实是你想买入的时候：你刚刚得到确认，你的公司在增长加速的情况下表现非常好，而股票因宏观担忧而遭到抛售。该股的远期 EV/S 为 43.51，绝对不便宜，当然，这种“回调”是可笑的（<i>“天哪，股票又回到了……一个月前”</i>).</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e79ff3fce3101896f17b65ced143c037\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> But I like to own companies that are doing exceptional things and I don't mind paying up for them, especially in a turbulent market.</p><p><blockquote>但我喜欢拥有那些做着非凡事情的公司，我不介意为此付费，尤其是在动荡的市场中。</blockquote></p><p> How exceptional is Zscaler? Just look at those revenue growth numbers:</p><p><blockquote>Zscaler有多出色？看看这些收入增长数据就知道了：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3def4410c8c903a03041a2cd51b36979\" tg-width=\"640\" tg-height=\"386\" width=\"100%\" height=\"auto\"><span>Source: Author.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者。</span></p></blockquote></p><p> I&nbsp;thought&nbsp;in May that growth acceleration might end soon, but it has continued to accelerate in Q1 2022. If the company beats its guidance in Q2 in a similar fashion to the past (usually more than 5%), it should accelerate year-on-year growth again in Q2 (or at least maintain the current 60%+ growth rate). On top of that, this quarter saw&nbsp;<b>RPO growing 98%, a dollar-based net retention rate of 125%, and FCF margins of 36%</b>. In other words, this business is firing on all cylinders. If you don't know what Zscaler does,read my article from December 2018&nbsp;– the stock is up 710% since then, and I think it can go even higher.</p><p><blockquote>我在五月份认为增长加速可能很快就会结束，但它在 2022 年第一季度继续加速。如果该公司在Q2以与过去类似的方式超出指引（通常超过5%），那么它应该会在Q2再次加速同比增长（或至少保持目前60%+的增长率）。最重要的是，本季度看到<b>RPO 增长 98%，以美元计算的净保留率为 125%，自由现金流利润率为 36%</b>换句话说，这项业务正在全力以赴。如果你不知道Zscaler是做什么的，请阅读我2018年12月的文章——从那时起，该股已经上涨了710%，我认为它还可以更高。</blockquote></p><p> <b>Monday.com</b></p><p><blockquote><b>星期一网</b></blockquote></p><p> Monday.com (MNDY) is a company that is a relatively new stock in the public markets (it IPOed in June this year) and a completely new stock in my portfolio (I just bought my first position). In a nutshell, the reason why I bought Monday.com is their hyper-growth and rapidly improving profitability. Just look at these two slides from the most recent earnings call presentation:</p><p><blockquote>Monday.com (MNDY) 是一家在公开市场上相对较新的股票（它于今年 6 月首次公开募股），也是我投资组合中的一只全新股票（我刚刚购买了我的第一个头寸）。简而言之，我购买 Monday.com 的原因是他们的高速增长和快速提高的盈利能力。只需看看看涨期权最新财报演示文稿中的这两张幻灯片即可：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5b07658237c02685eb3d049a537ba61\" tg-width=\"640\" tg-height=\"727\" width=\"100%\" height=\"auto\"><span>Source: Earnings call presentation Q3 2021.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：2021 年第三季度看涨期权收益演示。</span></p></blockquote></p><p> Revenue was&nbsp;<b>up 95%</b>(up from 94% in the last quarter). This is quite astounding growth which indicates that this company is winning in the market (but also consider that the company is at a small annual revenue run rate, which makes it a bit easier). The number of enterprise customerswith more than $50K ARRwas&nbsp;<b>up 231%</b>(at 613, up from 185 a year ago). Monday was also&nbsp;<b>cash flow positive</b>&nbsp;for the first time this quarter.</p><p><blockquote>收入为<b>上升95%</b>（高于上一季度的 94%）。这是一个相当惊人的增长，表明这家公司正在市场上获胜（但也考虑到该公司的年收入运行速度很小，这使得它变得更容易）。资产超过 50,000 美元的企业客户数量为<b>上涨231%</b>（613，高于一年前的185）。星期一也是<b>现金流量为正</b>本季度第一次。</blockquote></p><p> On top of that, it is also cheap relative to other cloud stocks:</p><p><blockquote>最重要的是，相对于其他云股票，它也很便宜：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80e6afbf54bdde4ad31dd3aaa06d0073\" tg-width=\"640\" tg-height=\"368\" width=\"100%\" height=\"auto\"><span>Source: Clouded Judgement 11.26.21.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：模糊判断11.26.21。</span></p></blockquote></p><p></p><p> The company currently has a TTM EV/S of 57, and a 2022 EV/S of 38.7, based on analysts' expectation of 47% growth in 2022. That seems rich but not terribly so relative to other cloud names. The growth expectation of 47% in 2022, however, seems quite low if you consider the current growth of 95% year-on-year and 17% sequentially, plus the current momentum in larger customers. Actually, anything below 70% growth in FY 2022 would come as a surprise to me, and then we are looking at a maximum forward EV/S of 33.</p><p><blockquote>根据分析师对 2022 年增长 47% 的预期，该公司目前的 TTM EV/S 为 57，2022 年 EV/S 为 38.7。这看起来很丰富，但相对于其他云名称来说并不那么可怕。然而，如果考虑到目前 95% 的同比增长率和 17% 的环比增长率，再加上目前大客户的势头，2022 年 47% 的增长预期似乎相当低。事实上，2022 财年任何低于 70% 的增长都会让我感到惊讶，然后我们预计最大远期电动汽车/S 将达到 33。</blockquote></p><p> The big question going forward – in terms of if Monday.com will be a good long-term investment – is to which extent Monday.com can maintain its high growth rate beyond FY 2022. Here I do have some doubts still. The company is operating in a very dynamic and competitive field and I am not yet sure where Monday differentiates itself meaningfully from companies like Asana (ASAN) or Atlassian (TEAM). Still, the market for cloud-based work management solutions is big and there can be many winners in the space. For the moment I'm happy to follow the numbers (which look fantastic) and hope that the relatively cheap valuation will result in substantial alpha and is not an indication of a lower quality company.</p><p><blockquote>未来的大问题——就 Monday.com 是否会是一项良好的长期投资而言——是 Monday.com 在 2022 财年之后能在多大程度上保持其高增长率。在这里我仍然有一些疑问。该公司在一个非常动态和竞争激烈的领域运营，我还不确定 Monday 与 Asana (ASAN) 或 Atlassian (TEAM) 等公司有何有意义的区别。尽管如此，基于云的工作管理解决方案的市场仍然很大，该领域可能会有许多赢家。目前，我很高兴遵循这些数字（看起来棒极了），并希望相对便宜的估值将带来可观的阿尔法，而不是一家质量较低的公司的迹象。</blockquote></p><p> <b>Closing Thoughts And Honorary Mentions</b></p><p><blockquote><b>结束语和荣誉奖</b></blockquote></p><p> On days like these, there are many companies worth considering. For example, I haven't mentioned Datadog (DDOG) which&nbsp;reported another fantastic quarter&nbsp;at the beginning of November. Like Zscaler, this is also a company with accelerating growth that you can buy at a lower price than it was before it reported its blowout results.</p><p><blockquote>在这样的日子里，有很多公司值得考虑。例如，我没有提到 Datadog (DDOG)，它在 11 月初报告了另一个出色的季度。与 Zscaler 一样，这也是一家增长加速的公司，您可以以比报告井喷业绩之前更低的价格购买。</blockquote></p><p> Remember that the stocks mentioned, even though they may look attractive from a relative perspective, are still very expensive in absolute terms and from a historical perspective. However, sustainable growth is a beautiful form of downside protection for investors and the best antidote to \"overvaluation\" that I know. If I learned one thing in the last four years investing in high-growth SaaS/cloud stocks, it is to stay invested in the companies that sustain (or preferably accelerate) their top-line growth and get out of the stocks that see slowdowns. That sounds terribly simplistic and of course, many other factors play a role in a stock's long-term gains, but revenue growth and its&nbsp;endurance&nbsp;have been the predominant factors in the past.</p><p><blockquote>请记住，提到的股票，尽管从相对角度来看可能很有吸引力，但从绝对角度和历史角度来看仍然非常昂贵。然而，可持续增长对投资者来说是一种美丽的下行保护形式，也是我所知道的“高估”的最佳解毒剂。如果说我在过去四年投资高增长SaaS/云股票中学到了一件事，那就是继续投资于维持（或最好是加速）营收增长的公司，并退出经济放缓的股票。这听起来非常简单，当然，许多其他因素都会影响股票的长期收益，但收入增长及其持久性一直是过去的主要因素。</blockquote></p><p> This pull-back is far from the worst I have seen in recent years. But it is still painful – and when it starts to hurt, it is usually a good time to buy some quality companies.</p><p><blockquote>这次回调远非我近年来见过的最糟糕的一次。但这仍然是痛苦的——当它开始受伤时，通常是购买一些优质公司的好时机。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 High Growth Stocks To Buy In The Pullback<blockquote>回调期间值得买入的 3 只高增长股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 High Growth Stocks To Buy In The Pullback<blockquote>回调期间值得买入的 3 只高增长股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-03 23:08</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>Upstart has fallen more than 50% from its highs. But its last earnings report wasn't that bad. The story is still intact and shares have derisked considerably.</li>  <li>Zscaler continues to impress with recent results showing accelerated growth again. The shares went up immediately after the report but reversed down in the general wash out.</li>  <li>Monday.com is a fairly new company and it also got hit by the market. Its high growth profile, rapidly improving profitability, and reasonable valuation makes it an interesting stock pick.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2aac50f1e4e4115b0d38a5ec6c15c267\" tg-width=\"1536\" tg-height=\"1139\" width=\"100%\" height=\"auto\"><span>Galeanu Mihai/iStock via Getty Images</span></p><p><blockquote><ul><li>Upstart 已从高点下跌超过 50%。但它的上一份收益报告并没有那么糟糕。故事仍然完好无损，股价已大幅降低风险。</li><li>Zscaler 继续给人留下深刻印象，最近的结果再次显示加速增长。报告发布后，该股立即上涨，但在普遍洗盘中回落。</li><li>Monday.com 是一家相当新的公司，它也受到了市场的打击。其高增长形势、快速提高的盈利能力和合理的估值使其成为一个有趣的股票选择。</li></ul><p class=\"t-img-caption\"><span>Galeanu Mihai/iStock 来自 Getty Images</span></p></blockquote></p><p> I started writing this article one week ago with the goal to review Upstart's recent quarterly results. Since in my&nbsp;last article, I argued that Upstart (UPST) might still be an attractive buying opportunity at $390 a share, I wanted to check on the company (currently trading around $180 –<i>yikes!</i>).</p><p><blockquote>我一周前开始写这篇文章，目的是回顾一下 Upstart 最近的季度业绩。由于在我的上一篇文章中，我认为 Upstart (UPST) 可能仍然是每股 390 美元的有吸引力的买入机会，因此我想了解一下该公司（目前交易价格约为 180 美元 –<i>呀!</i>).</blockquote></p><p> However, the recent market sell-off, especially in high-growth names, made me reconsider the direction of the article. I think it is much more interesting right now to write about some high-growth names in my portfolio that I am considering adding during this little downturn.</p><p><blockquote>然而，最近的市场抛售，尤其是高增长股票，让我重新考虑了文章的方向。我认为现在在我的投资组合中写下一些高增长的名字要有趣得多，我正在考虑在这次小小的低迷时期添加这些名字。</blockquote></p><p> A little caveat upfront, though. I am really bad at short-term calls (as evidenced by my recent Upstart article). I have no idea what the Omicron variant will do to our economy, what the Fed's monetary policy will be in the future and how far this sell-off will go eventually. By the time this article is published, the sell-off might already have reversed. Or it might have gotten much worse. I simply don't know.</p><p><blockquote>不过，先有一个小小的警告。我真的不擅长短期评级（我最近的暴发户文章就证明了这一点）。我不知道奥密克戎变体会对我们的经济产生什么影响，美联储未来的货币政策会是什么，以及这种抛售最终会走多远。当本文发表时，抛售可能已经逆转。或者情况可能会变得更糟。我就是不知道。</blockquote></p><p> What I do know is that there are companies in the public markets with exceptional business fundamentals that&nbsp;<b>will do very well regardless of the macro environment</b>. These are businesses with high growth rates, high margins, and long runways of growth. They also have high valuation multiples which lead to increased risk and high volatility. Taking advantage of that volatility is a great way to increase your returns. Here are some stocks that I consider buying right now:</p><p><blockquote>我所知道的是，公开市场上有些公司拥有卓越的商业基本面<b>无论宏观环境如何，都会做得很好</b>这些业务具有高增长率、高利润率和长增长跑道。它们还具有高估值倍数，导致风险增加和高波动性。利用这种波动性是增加回报的好方法。以下是我现在考虑购买的一些股票：</blockquote></p><p> <b>Upstart</b></p><p><blockquote><b>暴发户</b></blockquote></p><p> Let's start with the one I originally wanted to write about: To summarize shortly, I think that if you liked Upstart at $390, you should like it much more at $180. The earnings release for Q3 2021 was not as bad as the market's reaction might suggest. Yes, expectations were lofty based on an exceptional Q2 report, and yes, these expectations were not entirely met in Q3. But that does not mean that the fundamental picture has deteriorated. What the wild price swings of the past prove, and I have written about in the past, is that this young company is difficult to value. Growth is high, but also hard to predict. And while the disruption of the FICO score through AI technology is enticing and seems inevitable, Upstart's role in that story is not set in stone.</p><p><blockquote>让我们从我最初想写的开始：简单总结一下，我认为如果你喜欢390美元的Upstart，你应该更喜欢180美元的它。2021 年第三季度的财报发布并不像市场反应所暗示的那么糟糕。是的，基于出色的第二季度报告，人们的期望很高，是的，这些期望在第三季度并没有完全得到满足。但这并不意味着基本面已经恶化。过去价格的剧烈波动证明，我过去也写过，这家年轻的公司很难估值。增长很高，但也很难预测。虽然通过人工智能技术破坏 FICO 分数很诱人，而且似乎是不可避免的，但 Upstart 在这个故事中的角色并非一成不变。</blockquote></p><p> Let's look at some numbers:</p><p><blockquote>让我们看一些数字：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7b085c5134a9e376f177da8f5fa2674e\" tg-width=\"640\" tg-height=\"309\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b826680751b139c569c90d0d3be483cf\" tg-width=\"640\" tg-height=\"163\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者</span></p></blockquote></p><p> As you can see, revenue growth is still explosive, and with a normal beat should accelerate again into Q4 on a sequential basis. And while most key performance indicators (loans transacted, conversion rate, percentage of automated loans) together with&nbsp;margins&nbsp;all decelerated or went down slightly, I don't think that this means the fundamentals have changed with this company. There were many details mentioned in the&nbsp;earnings call&nbsp;that I won't discuss in this article format. But the key takeaway for me was that management seemed very upbeat about the future of the company.</p><p><blockquote>正如您所看到的，收入增长仍然是爆炸性的，在正常情况下，收入增长应该会再次加速到第四季度。虽然大多数关键绩效指标（交易贷款、转化率、自动化贷款百分比）以及利润率都有所减速或略有下降，但我认为这并不意味着这家公司的基本面已经发生了变化。收益看涨期权中提到了许多细节，我不会以本文的形式讨论。但对我来说，关键的收获是管理层似乎对公司的未来非常乐观。</blockquote></p><p> I think there are two key mistakes that investors should avoid here:</p><p><blockquote>我认为投资者应该避免两个关键错误：</blockquote></p><p></p><p> <ol>  <li>Let the disappointment of a \"not-so-blowout\" quarter and a devastating price action make you blind to this investment opportunity. This was still a very good quarter and now that the shares have fallen off a cliff the stock is much more attractive.</li>  <li>Do not look at Upstart through the lens of SaaS businesses. As I wrote in&nbsp;May:<i>Upstart might be a high-promising cloud software company but it does not have a SaaS business model. There is</i>&nbsp;<i><b>no recurring revenue</b></i>&nbsp;<i>to fall back on in tough times, no sticky subscription customers, no backlog, no land and expand. Every quarter Upstart has to sell new loans, and revenue basically starts from zero.</i></li> </ol> Upstart's financials are lumpier and less reliable and as a result, the company deserves much more investor attention and a lower valuation multiple than high growth companies with recurring revenues. However, if growth stays very high, it could more than make up for that fact. Currently, the company is trading at a 17.76 forward EV/S, which I think is a relative bargain for a company with this growth and margin profile.</p><p><blockquote><ol><li>让“不那么井喷”的季度的失望和毁灭性的价格走势让你对这个投资机会视而不见。这仍然是一个非常好的季度，现在股价已经跌下悬崖，该股更具吸引力。</li><li>不要通过SaaS业务的视角来看待新贵。正如我在五月份写的：<i>Upstart可能是一家很有前途的云软件公司，但它没有SaaS商业模式。有</i> <i><b>无经常性收入</b></i> <i>在困难时期可以依靠，没有粘性订阅客户，没有积压，没有土地和扩张。每个季度Upstart都要出售新贷款，收入基本从零开始。</i></li></ol>Upstart 的财务状况更加不稳定且不太可靠，因此，与具有经常性收入的高增长公司相比，该公司值得更多的投资者关注和更低的估值倍数。然而，如果增长保持非常高，它可以弥补这一事实。目前，该公司的远期 EV/S 交易价格为 17.76，我认为对于一家具有这种增长和利润率的公司来说，这是一个相对便宜的价格。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15592919228dec8ee2403898d69ef228\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> <b>Zscaler</b></p><p><blockquote><b>缩放器</b></blockquote></p><p> Sometimes the market gives you a gift that you should not refuse. This is what happened with Zscaler (ZS) yesterday. The&nbsp;stock initially was up&nbsp;in the postmarket after the company reported another&nbsp;blow-out quarter&nbsp;on Tuesday. But on Wednesday it all didn't matter anymore and thanks to the little correction, sector rotation, or whatever you want to call it, the stock actually went&nbsp;<b>down by more than 8%</b>. This is really a time when you want to buy: You just got confirmation that your company is doing incredibly well with growth accelerating and the stock sells off for macro concerns. The stock is definitely not cheap at a forward EV/S of 43.51 and, of course, this \"pull-back\" is laughable (<i>\"oh my god, the stock is back to where it was...one month ago\"</i>).</p><p><blockquote>有时候市场给了你一份你不应该拒绝的礼物。这就是昨天Zscaler(ZS)发生的事情。在该公司周二公布另一个井喷季度后，该股最初在后市上涨。但到了周三，一切都不再重要了，由于小幅调整、板块轮动或任何你想看涨期权的东西，该股实际上上涨了<b>下降8%以上</b>. 这确实是你想买入的时候：你刚刚得到确认，你的公司在增长加速的情况下表现非常好，而股票因宏观担忧而遭到抛售。该股的远期 EV/S 为 43.51，绝对不便宜，当然，这种“回调”是可笑的（<i>“天哪，股票又回到了……一个月前”</i>).</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e79ff3fce3101896f17b65ced143c037\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> But I like to own companies that are doing exceptional things and I don't mind paying up for them, especially in a turbulent market.</p><p><blockquote>但我喜欢拥有那些做着非凡事情的公司，我不介意为此付费，尤其是在动荡的市场中。</blockquote></p><p> How exceptional is Zscaler? Just look at those revenue growth numbers:</p><p><blockquote>Zscaler有多出色？看看这些收入增长数据就知道了：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3def4410c8c903a03041a2cd51b36979\" tg-width=\"640\" tg-height=\"386\" width=\"100%\" height=\"auto\"><span>Source: Author.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者。</span></p></blockquote></p><p> I&nbsp;thought&nbsp;in May that growth acceleration might end soon, but it has continued to accelerate in Q1 2022. If the company beats its guidance in Q2 in a similar fashion to the past (usually more than 5%), it should accelerate year-on-year growth again in Q2 (or at least maintain the current 60%+ growth rate). On top of that, this quarter saw&nbsp;<b>RPO growing 98%, a dollar-based net retention rate of 125%, and FCF margins of 36%</b>. In other words, this business is firing on all cylinders. If you don't know what Zscaler does,read my article from December 2018&nbsp;– the stock is up 710% since then, and I think it can go even higher.</p><p><blockquote>我在五月份认为增长加速可能很快就会结束，但它在 2022 年第一季度继续加速。如果该公司在Q2以与过去类似的方式超出指引（通常超过5%），那么它应该会在Q2再次加速同比增长（或至少保持目前60%+的增长率）。最重要的是，本季度看到<b>RPO 增长 98%，以美元计算的净保留率为 125%，自由现金流利润率为 36%</b>换句话说，这项业务正在全力以赴。如果你不知道Zscaler是做什么的，请阅读我2018年12月的文章——从那时起，该股已经上涨了710%，我认为它还可以更高。</blockquote></p><p> <b>Monday.com</b></p><p><blockquote><b>星期一网</b></blockquote></p><p> Monday.com (MNDY) is a company that is a relatively new stock in the public markets (it IPOed in June this year) and a completely new stock in my portfolio (I just bought my first position). In a nutshell, the reason why I bought Monday.com is their hyper-growth and rapidly improving profitability. Just look at these two slides from the most recent earnings call presentation:</p><p><blockquote>Monday.com (MNDY) 是一家在公开市场上相对较新的股票（它于今年 6 月首次公开募股），也是我投资组合中的一只全新股票（我刚刚购买了我的第一个头寸）。简而言之，我购买 Monday.com 的原因是他们的高速增长和快速提高的盈利能力。只需看看看涨期权最新财报演示文稿中的这两张幻灯片即可：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5b07658237c02685eb3d049a537ba61\" tg-width=\"640\" tg-height=\"727\" width=\"100%\" height=\"auto\"><span>Source: Earnings call presentation Q3 2021.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：2021 年第三季度看涨期权收益演示。</span></p></blockquote></p><p> Revenue was&nbsp;<b>up 95%</b>(up from 94% in the last quarter). This is quite astounding growth which indicates that this company is winning in the market (but also consider that the company is at a small annual revenue run rate, which makes it a bit easier). The number of enterprise customerswith more than $50K ARRwas&nbsp;<b>up 231%</b>(at 613, up from 185 a year ago). Monday was also&nbsp;<b>cash flow positive</b>&nbsp;for the first time this quarter.</p><p><blockquote>收入为<b>上升95%</b>（高于上一季度的 94%）。这是一个相当惊人的增长，表明这家公司正在市场上获胜（但也考虑到该公司的年收入运行速度很小，这使得它变得更容易）。资产超过 50,000 美元的企业客户数量为<b>上涨231%</b>（613，高于一年前的185）。星期一也是<b>现金流量为正</b>本季度第一次。</blockquote></p><p> On top of that, it is also cheap relative to other cloud stocks:</p><p><blockquote>最重要的是，相对于其他云股票，它也很便宜：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80e6afbf54bdde4ad31dd3aaa06d0073\" tg-width=\"640\" tg-height=\"368\" width=\"100%\" height=\"auto\"><span>Source: Clouded Judgement 11.26.21.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：模糊判断11.26.21。</span></p></blockquote></p><p></p><p> The company currently has a TTM EV/S of 57, and a 2022 EV/S of 38.7, based on analysts' expectation of 47% growth in 2022. That seems rich but not terribly so relative to other cloud names. The growth expectation of 47% in 2022, however, seems quite low if you consider the current growth of 95% year-on-year and 17% sequentially, plus the current momentum in larger customers. Actually, anything below 70% growth in FY 2022 would come as a surprise to me, and then we are looking at a maximum forward EV/S of 33.</p><p><blockquote>根据分析师对 2022 年增长 47% 的预期，该公司目前的 TTM EV/S 为 57，2022 年 EV/S 为 38.7。这看起来很丰富，但相对于其他云名称来说并不那么可怕。然而，如果考虑到目前 95% 的同比增长率和 17% 的环比增长率，再加上目前大客户的势头，2022 年 47% 的增长预期似乎相当低。事实上，2022 财年任何低于 70% 的增长都会让我感到惊讶，然后我们预计最大远期电动汽车/S 将达到 33。</blockquote></p><p> The big question going forward – in terms of if Monday.com will be a good long-term investment – is to which extent Monday.com can maintain its high growth rate beyond FY 2022. Here I do have some doubts still. The company is operating in a very dynamic and competitive field and I am not yet sure where Monday differentiates itself meaningfully from companies like Asana (ASAN) or Atlassian (TEAM). Still, the market for cloud-based work management solutions is big and there can be many winners in the space. For the moment I'm happy to follow the numbers (which look fantastic) and hope that the relatively cheap valuation will result in substantial alpha and is not an indication of a lower quality company.</p><p><blockquote>未来的大问题——就 Monday.com 是否会是一项良好的长期投资而言——是 Monday.com 在 2022 财年之后能在多大程度上保持其高增长率。在这里我仍然有一些疑问。该公司在一个非常动态和竞争激烈的领域运营，我还不确定 Monday 与 Asana (ASAN) 或 Atlassian (TEAM) 等公司有何有意义的区别。尽管如此，基于云的工作管理解决方案的市场仍然很大，该领域可能会有许多赢家。目前，我很高兴遵循这些数字（看起来棒极了），并希望相对便宜的估值将带来可观的阿尔法，而不是一家质量较低的公司的迹象。</blockquote></p><p> <b>Closing Thoughts And Honorary Mentions</b></p><p><blockquote><b>结束语和荣誉奖</b></blockquote></p><p> On days like these, there are many companies worth considering. For example, I haven't mentioned Datadog (DDOG) which&nbsp;reported another fantastic quarter&nbsp;at the beginning of November. Like Zscaler, this is also a company with accelerating growth that you can buy at a lower price than it was before it reported its blowout results.</p><p><blockquote>在这样的日子里，有很多公司值得考虑。例如，我没有提到 Datadog (DDOG)，它在 11 月初报告了另一个出色的季度。与 Zscaler 一样，这也是一家增长加速的公司，您可以以比报告井喷业绩之前更低的价格购买。</blockquote></p><p> Remember that the stocks mentioned, even though they may look attractive from a relative perspective, are still very expensive in absolute terms and from a historical perspective. However, sustainable growth is a beautiful form of downside protection for investors and the best antidote to \"overvaluation\" that I know. If I learned one thing in the last four years investing in high-growth SaaS/cloud stocks, it is to stay invested in the companies that sustain (or preferably accelerate) their top-line growth and get out of the stocks that see slowdowns. That sounds terribly simplistic and of course, many other factors play a role in a stock's long-term gains, but revenue growth and its&nbsp;endurance&nbsp;have been the predominant factors in the past.</p><p><blockquote>请记住，提到的股票，尽管从相对角度来看可能很有吸引力，但从绝对角度和历史角度来看仍然非常昂贵。然而，可持续增长对投资者来说是一种美丽的下行保护形式，也是我所知道的“高估”的最佳解毒剂。如果说我在过去四年投资高增长SaaS/云股票中学到了一件事，那就是继续投资于维持（或最好是加速）营收增长的公司，并退出经济放缓的股票。这听起来非常简单，当然，许多其他因素都会影响股票的长期收益，但收入增长及其持久性一直是过去的主要因素。</blockquote></p><p> This pull-back is far from the worst I have seen in recent years. But it is still painful – and when it starts to hurt, it is usually a good time to buy some quality companies.</p><p><blockquote>这次回调远非我近年来见过的最糟糕的一次。但这仍然是痛苦的——当它开始受伤时，通常是购买一些优质公司的好时机。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4473014-3-high-growth-stocks-to-buy-in-the-pullback\">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":{"MNDY":"Monday.com Ltd.","ZS":"Zscaler Inc.","UPST":"Upstart Holdings, Inc."},"source_url":"https://seekingalpha.com/article/4473014-3-high-growth-stocks-to-buy-in-the-pullback","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115344844","content_text":"Summary\n\nUpstart has fallen more than 50% from its highs. But its last earnings report wasn't that bad. The story is still intact and shares have derisked considerably.\nZscaler continues to impress with recent results showing accelerated growth again. The shares went up immediately after the report but reversed down in the general wash out.\nMonday.com is a fairly new company and it also got hit by the market. Its high growth profile, rapidly improving profitability, and reasonable valuation makes it an interesting stock pick.\n\nGaleanu Mihai/iStock via Getty Images\nI started writing this article one week ago with the goal to review Upstart's recent quarterly results. Since in my last article, I argued that Upstart (UPST) might still be an attractive buying opportunity at $390 a share, I wanted to check on the company (currently trading around $180 –yikes!).\nHowever, the recent market sell-off, especially in high-growth names, made me reconsider the direction of the article. I think it is much more interesting right now to write about some high-growth names in my portfolio that I am considering adding during this little downturn.\nA little caveat upfront, though. I am really bad at short-term calls (as evidenced by my recent Upstart article). I have no idea what the Omicron variant will do to our economy, what the Fed's monetary policy will be in the future and how far this sell-off will go eventually. By the time this article is published, the sell-off might already have reversed. Or it might have gotten much worse. I simply don't know.\nWhat I do know is that there are companies in the public markets with exceptional business fundamentals that will do very well regardless of the macro environment. These are businesses with high growth rates, high margins, and long runways of growth. They also have high valuation multiples which lead to increased risk and high volatility. Taking advantage of that volatility is a great way to increase your returns. Here are some stocks that I consider buying right now:\nUpstart\nLet's start with the one I originally wanted to write about: To summarize shortly, I think that if you liked Upstart at $390, you should like it much more at $180. The earnings release for Q3 2021 was not as bad as the market's reaction might suggest. Yes, expectations were lofty based on an exceptional Q2 report, and yes, these expectations were not entirely met in Q3. But that does not mean that the fundamental picture has deteriorated. What the wild price swings of the past prove, and I have written about in the past, is that this young company is difficult to value. Growth is high, but also hard to predict. And while the disruption of the FICO score through AI technology is enticing and seems inevitable, Upstart's role in that story is not set in stone.\nLet's look at some numbers:\n\nSource: Author\nAs you can see, revenue growth is still explosive, and with a normal beat should accelerate again into Q4 on a sequential basis. And while most key performance indicators (loans transacted, conversion rate, percentage of automated loans) together with margins all decelerated or went down slightly, I don't think that this means the fundamentals have changed with this company. There were many details mentioned in the earnings call that I won't discuss in this article format. But the key takeaway for me was that management seemed very upbeat about the future of the company.\nI think there are two key mistakes that investors should avoid here:\n\nLet the disappointment of a \"not-so-blowout\" quarter and a devastating price action make you blind to this investment opportunity. This was still a very good quarter and now that the shares have fallen off a cliff the stock is much more attractive.\nDo not look at Upstart through the lens of SaaS businesses. As I wrote in May:Upstart might be a high-promising cloud software company but it does not have a SaaS business model. There is no recurring revenue to fall back on in tough times, no sticky subscription customers, no backlog, no land and expand. Every quarter Upstart has to sell new loans, and revenue basically starts from zero.\n\nUpstart's financials are lumpier and less reliable and as a result, the company deserves much more investor attention and a lower valuation multiple than high growth companies with recurring revenues. However, if growth stays very high, it could more than make up for that fact. Currently, the company is trading at a 17.76 forward EV/S, which I think is a relative bargain for a company with this growth and margin profile.\nData by YCharts\nZscaler\nSometimes the market gives you a gift that you should not refuse. This is what happened with Zscaler (ZS) yesterday. The stock initially was up in the postmarket after the company reported another blow-out quarter on Tuesday. But on Wednesday it all didn't matter anymore and thanks to the little correction, sector rotation, or whatever you want to call it, the stock actually went down by more than 8%. This is really a time when you want to buy: You just got confirmation that your company is doing incredibly well with growth accelerating and the stock sells off for macro concerns. The stock is definitely not cheap at a forward EV/S of 43.51 and, of course, this \"pull-back\" is laughable (\"oh my god, the stock is back to where it was...one month ago\").\nData by YCharts\nBut I like to own companies that are doing exceptional things and I don't mind paying up for them, especially in a turbulent market.\nHow exceptional is Zscaler? Just look at those revenue growth numbers:\nSource: Author.\nI thought in May that growth acceleration might end soon, but it has continued to accelerate in Q1 2022. If the company beats its guidance in Q2 in a similar fashion to the past (usually more than 5%), it should accelerate year-on-year growth again in Q2 (or at least maintain the current 60%+ growth rate). On top of that, this quarter saw RPO growing 98%, a dollar-based net retention rate of 125%, and FCF margins of 36%. In other words, this business is firing on all cylinders. If you don't know what Zscaler does,read my article from December 2018 – the stock is up 710% since then, and I think it can go even higher.\nMonday.com\nMonday.com (MNDY) is a company that is a relatively new stock in the public markets (it IPOed in June this year) and a completely new stock in my portfolio (I just bought my first position). In a nutshell, the reason why I bought Monday.com is their hyper-growth and rapidly improving profitability. Just look at these two slides from the most recent earnings call presentation:\nSource: Earnings call presentation Q3 2021.\nRevenue was up 95%(up from 94% in the last quarter). This is quite astounding growth which indicates that this company is winning in the market (but also consider that the company is at a small annual revenue run rate, which makes it a bit easier). The number of enterprise customerswith more than $50K ARRwas up 231%(at 613, up from 185 a year ago). Monday was also cash flow positive for the first time this quarter.\nOn top of that, it is also cheap relative to other cloud stocks:\nSource: Clouded Judgement 11.26.21.\nThe company currently has a TTM EV/S of 57, and a 2022 EV/S of 38.7, based on analysts' expectation of 47% growth in 2022. That seems rich but not terribly so relative to other cloud names. The growth expectation of 47% in 2022, however, seems quite low if you consider the current growth of 95% year-on-year and 17% sequentially, plus the current momentum in larger customers. Actually, anything below 70% growth in FY 2022 would come as a surprise to me, and then we are looking at a maximum forward EV/S of 33.\nThe big question going forward – in terms of if Monday.com will be a good long-term investment – is to which extent Monday.com can maintain its high growth rate beyond FY 2022. Here I do have some doubts still. The company is operating in a very dynamic and competitive field and I am not yet sure where Monday differentiates itself meaningfully from companies like Asana (ASAN) or Atlassian (TEAM). Still, the market for cloud-based work management solutions is big and there can be many winners in the space. For the moment I'm happy to follow the numbers (which look fantastic) and hope that the relatively cheap valuation will result in substantial alpha and is not an indication of a lower quality company.\nClosing Thoughts And Honorary Mentions\nOn days like these, there are many companies worth considering. For example, I haven't mentioned Datadog (DDOG) which reported another fantastic quarter at the beginning of November. Like Zscaler, this is also a company with accelerating growth that you can buy at a lower price than it was before it reported its blowout results.\nRemember that the stocks mentioned, even though they may look attractive from a relative perspective, are still very expensive in absolute terms and from a historical perspective. However, sustainable growth is a beautiful form of downside protection for investors and the best antidote to \"overvaluation\" that I know. If I learned one thing in the last four years investing in high-growth SaaS/cloud stocks, it is to stay invested in the companies that sustain (or preferably accelerate) their top-line growth and get out of the stocks that see slowdowns. That sounds terribly simplistic and of course, many other factors play a role in a stock's long-term gains, but revenue growth and its endurance have been the predominant factors in the past.\nThis pull-back is far from the worst I have seen in recent years. But it is still painful – and when it starts to hurt, it is usually a good time to buy some quality companies.","news_type":1,"symbols_score_info":{"MNDY":0.9,"ZS":0.9,"UPST":0.9}},"isVote":1,"tweetType":1,"viewCount":1011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601940804,"gmtCreate":1638487390368,"gmtModify":1638487390456,"author":{"id":"3576295596635298","authorId":"3576295596635298","name":"WjsdSGTi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576295596635298","authorIdStr":"3576295596635298"},"themes":[],"title":"","htmlText":"66","listText":"66","text":"66","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/601940804","repostId":"1144502876","repostType":4,"isVote":1,"tweetType":1,"viewCount":997,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603746917,"gmtCreate":1638456256338,"gmtModify":1638456256469,"author":{"id":"3576295596635298","authorId":"3576295596635298","name":"WjsdSGTi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576295596635298","authorIdStr":"3576295596635298"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603746917","repostId":"1138404137","repostType":4,"repost":{"id":"1138404137","kind":"news","pubTimestamp":1638454737,"share":"https://www.laohunote.com/m/news/1138404137?lang=zh_CN&edition=full","pubTime":"2021-12-02 22:18","market":"us","language":"en","title":"Amazon Stock Gets a Price-Target Hike. Why UBS Sees It Hitting $4,700.<blockquote>亚马逊股票目标价上调。为什么瑞银认为它将触及 4,700 美元。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1138404137","media":"Barrons","summary":"Amazon stock could hit $4,700 in the next year as revenue growth and higher margins drive estimate r","content":"<p>Amazon&nbsp;stock could hit $4,700 in the next year as revenue growth and higher margins drive estimate revisions into the second half of 2022, according to UBS analysts.</p><p><blockquote>瑞银分析师表示，由于收入增长和利润率上升推动 2022 年下半年的预期修正，亚马逊股价明年可能达到 4,700 美元。</blockquote></p><p> It hasn’t been a smooth year for Amazon (ticker: AMZN) and its third-quarter earnings highlighted a number of problems, including supply-chain issues, higher wage costs and tough comparisons with 2020, a bumper year for the company. The stock is up around 6% year-to-date, compared with the&nbsp;S&amp;P 500‘s 20% gain.</p><p><blockquote>对于亚马逊（股票代码：AMZN）来说，今年并不顺利，其第三季度财报凸显了一系列问题，包括供应链问题、工资成本上升以及与该公司丰收年 2020 年的艰难对比。今年迄今为止，该股上涨了约6%，而标普500的涨幅为20%。</blockquote></p><p> Yet, UBS analysts think 2022 could be another blockbuster year for the stock.</p><p><blockquote>然而，瑞银分析师认为，2022 年可能是该股又一个轰动一时的一年。</blockquote></p><p> The Swiss bank assumed coverage of the technology giant with a Buy rating and a 12-month price target of $4,700, up from its previous target of $4,020.</p><p><blockquote>这家瑞士银行对这家科技巨头给予买入评级，12 个月目标价为 4,700 美元，高于之前的 4,020 美元目标。</blockquote></p><p> The new target price, one of the highest on Wall Street, implies a 36% upside to Amazon’s closing price of $3,443.72 on Wednesday. The stock edged higher in premarket trading Thursday.</p><p><blockquote>新的目标价是华尔街最高的目标价之一，这意味着亚马逊周三收盘价3443.72美元有36%的上涨空间。该股在周四盘前交易中小幅走高。</blockquote></p><p> “We expect Amazon shares to re-rate ahead of 2H22 when we see revenue growth and higher margins driving estimate revisions and multiple expansion,” analysts, led by Lloyd Walmsley, said in a note.</p><p><blockquote>“以劳埃德-沃尔姆斯利（Lloyd Walmsley）为首的分析师在一份报告中说：”我们预计亚马逊股价将在 2022 年下半年之前重新评级，届时我们将看到收入增长和利润率提高推动预期修正和多重扩张。</blockquote></p><p> They noted that Amazon has “multiple levers” to improve margins, including advertising, Amazon Web Services (AWS) and price rises. Slowing capacity builds and higher pricing could lead to better-than-expected margin inflection in the second half of next year, they added.</p><p><blockquote>他们指出，亚马逊有 “多种杠杆 ”来提高利润率，包括广告、亚马逊网络服务（AWS）和价格上涨。他们补充说，产能建设放缓和定价上涨可能会导致明年下半年利润率波动好于预期。</blockquote></p><p> Amazon is raising fees for third-party sellers using its Fulfillment by Amazon (FBA) service from the beginning of the 2022. UBS analysts said the e-commerce giant could follow that with price increases for its Prime offering, after two years of heavy investment. Since the last rise in 2018, Amazon has moved to 1-day Prime delivery, expanded same-day delivery, and invested billions into Prime video content on its streaming platform, they said. “Higher Prime and FBA prices could contribute $8 billion to $30 billion to revenue and $8 billion to $26 billion Ebit annually, most of which is not in our estimates.”</p><p><blockquote>从2022年初开始，亚马逊将提高使用其亚马逊配送（FBA）服务的第三方卖家的费用。瑞银分析师表示，经过两年的大量投资，这家电子商务巨头可能会随后提高其主要产品的价格。他们说，自2018年上次上涨以来，亚马逊已经转向1天Prime送达，扩大了当天送达，并在其流媒体平台上投资了数十亿美元用于Prime视频内容。“Prime 和 FBA 价格上涨每年可为收入贡献 80 亿至 300 亿美元，息税前利润贡献 80 亿至 260 亿美元，其中大部分不在我们的估计范围内。”</blockquote></p><p> Even without big price rises between 2021 and 2023, they said Amazon will benefit from an incremental $12 billion of AWS earnings before interest and taxes and $15 billion of incremental advertising Ebit.</p><p><blockquote>他们表示，即使 2021 年至 2023 年间价格没有大幅上涨，亚马逊也将受益于 120 亿美元的 AWS 息税前利润和 150 亿美元的增量广告息税前利润。</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>Amazon Stock Gets a Price-Target Hike. Why UBS Sees It Hitting $4,700.<blockquote>亚马逊股票目标价上调。为什么瑞银认为它将触及 4,700 美元。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Stock Gets a Price-Target Hike. Why UBS Sees It Hitting $4,700.<blockquote>亚马逊股票目标价上调。为什么瑞银认为它将触及 4,700 美元。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-02 22:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Amazon&nbsp;stock could hit $4,700 in the next year as revenue growth and higher margins drive estimate revisions into the second half of 2022, according to UBS analysts.</p><p><blockquote>瑞银分析师表示，由于收入增长和利润率上升推动 2022 年下半年的预期修正，亚马逊股价明年可能达到 4,700 美元。</blockquote></p><p> It hasn’t been a smooth year for Amazon (ticker: AMZN) and its third-quarter earnings highlighted a number of problems, including supply-chain issues, higher wage costs and tough comparisons with 2020, a bumper year for the company. The stock is up around 6% year-to-date, compared with the&nbsp;S&amp;P 500‘s 20% gain.</p><p><blockquote>对于亚马逊（股票代码：AMZN）来说，今年并不顺利，其第三季度财报凸显了一系列问题，包括供应链问题、工资成本上升以及与该公司丰收年 2020 年的艰难对比。今年迄今为止，该股上涨了约6%，而标普500的涨幅为20%。</blockquote></p><p> Yet, UBS analysts think 2022 could be another blockbuster year for the stock.</p><p><blockquote>然而，瑞银分析师认为，2022 年可能是该股又一个轰动一时的一年。</blockquote></p><p> The Swiss bank assumed coverage of the technology giant with a Buy rating and a 12-month price target of $4,700, up from its previous target of $4,020.</p><p><blockquote>这家瑞士银行对这家科技巨头给予买入评级，12 个月目标价为 4,700 美元，高于之前的 4,020 美元目标。</blockquote></p><p> The new target price, one of the highest on Wall Street, implies a 36% upside to Amazon’s closing price of $3,443.72 on Wednesday. The stock edged higher in premarket trading Thursday.</p><p><blockquote>新的目标价是华尔街最高的目标价之一，这意味着亚马逊周三收盘价3443.72美元有36%的上涨空间。该股在周四盘前交易中小幅走高。</blockquote></p><p> “We expect Amazon shares to re-rate ahead of 2H22 when we see revenue growth and higher margins driving estimate revisions and multiple expansion,” analysts, led by Lloyd Walmsley, said in a note.</p><p><blockquote>“以劳埃德-沃尔姆斯利（Lloyd Walmsley）为首的分析师在一份报告中说：”我们预计亚马逊股价将在 2022 年下半年之前重新评级，届时我们将看到收入增长和利润率提高推动预期修正和多重扩张。</blockquote></p><p> They noted that Amazon has “multiple levers” to improve margins, including advertising, Amazon Web Services (AWS) and price rises. Slowing capacity builds and higher pricing could lead to better-than-expected margin inflection in the second half of next year, they added.</p><p><blockquote>他们指出，亚马逊有 “多种杠杆 ”来提高利润率，包括广告、亚马逊网络服务（AWS）和价格上涨。他们补充说，产能建设放缓和定价上涨可能会导致明年下半年利润率波动好于预期。</blockquote></p><p> Amazon is raising fees for third-party sellers using its Fulfillment by Amazon (FBA) service from the beginning of the 2022. UBS analysts said the e-commerce giant could follow that with price increases for its Prime offering, after two years of heavy investment. Since the last rise in 2018, Amazon has moved to 1-day Prime delivery, expanded same-day delivery, and invested billions into Prime video content on its streaming platform, they said. “Higher Prime and FBA prices could contribute $8 billion to $30 billion to revenue and $8 billion to $26 billion Ebit annually, most of which is not in our estimates.”</p><p><blockquote>从2022年初开始，亚马逊将提高使用其亚马逊配送（FBA）服务的第三方卖家的费用。瑞银分析师表示，经过两年的大量投资，这家电子商务巨头可能会随后提高其主要产品的价格。他们说，自2018年上次上涨以来，亚马逊已经转向1天Prime送达，扩大了当天送达，并在其流媒体平台上投资了数十亿美元用于Prime视频内容。“Prime 和 FBA 价格上涨每年可为收入贡献 80 亿至 300 亿美元，息税前利润贡献 80 亿至 260 亿美元，其中大部分不在我们的估计范围内。”</blockquote></p><p> Even without big price rises between 2021 and 2023, they said Amazon will benefit from an incremental $12 billion of AWS earnings before interest and taxes and $15 billion of incremental advertising Ebit.</p><p><blockquote>他们表示，即使 2021 年至 2023 年间价格没有大幅上涨，亚马逊也将受益于 120 亿美元的 AWS 息税前利润和 150 亿美元的增量广告息税前利润。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/amazon-price-target-hike-51638454395?mod=md_stockoverview_news\">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":{"AMZN":"亚马逊"},"source_url":"https://www.barrons.com/articles/amazon-price-target-hike-51638454395?mod=md_stockoverview_news","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138404137","content_text":"Amazon stock could hit $4,700 in the next year as revenue growth and higher margins drive estimate revisions into the second half of 2022, according to UBS analysts.\nIt hasn’t been a smooth year for Amazon (ticker: AMZN) and its third-quarter earnings highlighted a number of problems, including supply-chain issues, higher wage costs and tough comparisons with 2020, a bumper year for the company. The stock is up around 6% year-to-date, compared with the S&P 500‘s 20% gain.\nYet, UBS analysts think 2022 could be another blockbuster year for the stock.\nThe Swiss bank assumed coverage of the technology giant with a Buy rating and a 12-month price target of $4,700, up from its previous target of $4,020.\nThe new target price, one of the highest on Wall Street, implies a 36% upside to Amazon’s closing price of $3,443.72 on Wednesday. The stock edged higher in premarket trading Thursday.\n“We expect Amazon shares to re-rate ahead of 2H22 when we see revenue growth and higher margins driving estimate revisions and multiple expansion,” analysts, led by Lloyd Walmsley, said in a note.\nThey noted that Amazon has “multiple levers” to improve margins, including advertising, Amazon Web Services (AWS) and price rises. Slowing capacity builds and higher pricing could lead to better-than-expected margin inflection in the second half of next year, they added.\nAmazon is raising fees for third-party sellers using its Fulfillment by Amazon (FBA) service from the beginning of the 2022. UBS analysts said the e-commerce giant could follow that with price increases for its Prime offering, after two years of heavy investment. Since the last rise in 2018, Amazon has moved to 1-day Prime delivery, expanded same-day delivery, and invested billions into Prime video content on its streaming platform, they said. “Higher Prime and FBA prices could contribute $8 billion to $30 billion to revenue and $8 billion to $26 billion Ebit annually, most of which is not in our estimates.”\nEven without big price rises between 2021 and 2023, they said Amazon will benefit from an incremental $12 billion of AWS earnings before interest and taxes and $15 billion of incremental advertising Ebit.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609521322,"gmtCreate":1638311704894,"gmtModify":1638311707038,"author":{"id":"3576295596635298","authorId":"3576295596635298","name":"WjsdSGTi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576295596635298","authorIdStr":"3576295596635298"},"themes":[],"title":"","htmlText":"66","listText":"66","text":"66","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609521322","repostId":"1169394210","repostType":4,"isVote":1,"tweetType":1,"viewCount":1146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609908152,"gmtCreate":1638229049600,"gmtModify":1638229049855,"author":{"id":"3576295596635298","authorId":"3576295596635298","name":"WjsdSGTi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576295596635298","authorIdStr":"3576295596635298"},"themes":[],"title":"","htmlText":"Cc","listText":"Cc","text":"Cc","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609908152","repostId":"1142854292","repostType":4,"isVote":1,"tweetType":1,"viewCount":1408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600468635,"gmtCreate":1638189266363,"gmtModify":1638189266656,"author":{"id":"3576295596635298","authorId":"3576295596635298","name":"WjsdSGTi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576295596635298","authorIdStr":"3576295596635298"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/600468635","repostId":"1121475585","repostType":4,"repost":{"id":"1121475585","kind":"news","pubTimestamp":1638187830,"share":"https://www.laohunote.com/m/news/1121475585?lang=zh_CN&edition=full","pubTime":"2021-11-29 20:10","market":"us","language":"en","title":"Amazon Builds Out Network to Speed Delivery, Handle Holiday Crunch<blockquote>亚马逊建立网络以加快送货速度并应对假期紧缩</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121475585","media":"The Wall Street Journal","summary":"Online retail giant has nearly doubled its fulfillment capacity since the start of the Covid-19 pandemic","content":"<p>In the past two years,Amazon.com&nbsp;Inc.&nbsp;has added workers at an unprecedented clip to keep up with a pandemic-induced surge in demand. As it has done so, an even bigger expansion drew less attention: The company is close to doubling the size of its fulfillment network.</p><p><blockquote>在过去的两年里， 亚马逊公司以前所未有的速度增加了员工， 以跟上大流行引发的需求激增。正如它所做的那样，更大的扩张引起的关注更少：该公司的履行网络规模接近翻了一番。</blockquote></p><p> Amazon blanketed the country with more than 450 new facilities used to store, sort and ship items, according to logistics consultant MWPVL International, doubling down on a logistics empire that aims to deliver items in one day or less, and increasingly to do so without the help of third-party shippers.</p><p><blockquote>据物流顾问 MWPVL International 称，亚马逊在全国范围内新建了 450 多个用于存储、分类和运输物品的新设施，加倍努力建立一个旨在在一天或更短时间内交付物品的物流帝国，并且越来越多地在没有帮助的情况下这样做第三方托运人。</blockquote></p><p> Many of the new buildings are concentrated near big cities, putting more items for sale on the website closer to large population centers. The facilities also include more than two dozen smaller outposts stocked mostly with bestselling items, allowing the company to prepare for supply disruptions while also expanding fast-shipping capabilities, according to MWPVL.</p><p><blockquote>许多新建筑集中在大城市附近，这使得网站上出售的更多物品更靠近大型人口中心。据 MWPVL 称，这些设施还包括二十多个较小的前哨基地，主要储存畅销商品，使该公司能够为供应中断做好准备，同时还扩大了快速运输能力。</blockquote></p><p> During the pandemic, Amazon put on hold its promise to deliver many items to customers in one day. Nevertheless, the company continued to build out a network capable of such a feat. The work prepared Amazon for an unusual holiday shopping season in which a national labor shortage and global supply-chain challenges have constrained the ability of many companies to obtain and deliver certain products in as timely a manner as they did in the past.</p><p><blockquote>在疫情期间，亚马逊暂停了在一天内向顾客交付许多商品的承诺。尽管如此，该公司继续建立一个能够实现这一壮举的网络。这项工作为亚马逊迎接一个不寻常的假日购物季做好了准备，在这个季节中，全国劳动力短缺和全球供应链挑战限制了许多公司像过去一样及时获取和交付某些产品的能力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68929340be40f599747de78416b30e56\" tg-width=\"1890\" tg-height=\"1260\" width=\"100%\" height=\"auto\"><span>Despite labor shortages, Amazon has hired roughly 670,000 people since the end of 2019.</span></p><p><blockquote><p class=\"t-img-caption\"><span>尽管劳动力短缺，但自2019年底以来，亚马逊已经雇佣了大约67万人。</span></p></blockquote></p><p> Amazon has encouraged customers to shop early this year due to the supply-chain issues, and company executives have said they are “ready to deliver” and have been preparing for the holidays since the start of the year. As of mid-November, more than 98% of parcels that arrived at Amazon’s delivery centers, which typically are in close proximity to packages’ final destinations, were being delivered the next day, according to estimates from research firm ShipMatrix Inc. At the same time, some items like household products and sporting goods were showing delivery windows of a few days, ShipMatrix said, emphasizing Amazon’s message to shop early.</p><p><blockquote>由于供应链问题，亚马逊鼓励顾客在今年年初提前购物，公司高管表示，他们 “已经准备好发货”，并从年初开始就一直在为假期做准备。根据研究公司 ShipMatrix Inc. 的估计，截至 11 月中旬，到达亚马逊配送中心的包裹中有 98% 以上是在第二天送达的，这些中心通常靠近包裹的最终目的地。ShipMatrix 说，与此同时，家居用品和体育用品等一些商品的送货窗口也提前了几天，这强调了亚马逊要尽早购物的信息。</blockquote></p><p> Brian Olsavsky, Amazon’s chief financial officer, said the company’s inventory increased in preparation for the busy period. For the first time in a while, he said, the company is not capacity-constrained.</p><p><blockquote>亚马逊首席财务官布莱恩-奥尔萨夫斯基（Brian Olsavsky）说，公司的库存增加是为了应对繁忙时期。他说，一段时间以来，该公司第一次不受产能限制。</blockquote></p><p> “We’ve made commitments that are larger than normal,” he said on a call with analysts in October. “Granted, it’s at a cost penalty in many cases.”</p><p><blockquote>“他在 10 月份与分析师举行的看涨期权上说：”我们做出了比平时更大的承诺。“当然，在很多情况下，这是要付出代价的”。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4613de04aa9255ed838bb8db7a1a35d\" tg-width=\"1050\" tg-height=\"701\" width=\"100%\" height=\"auto\"><span>Many of the new Amazon buildings are near big cities. Its Country Club Hill facility isn’t far from Chicago.</span></p><p><blockquote><p class=\"t-img-caption\"><span>亚马逊的许多新建筑都靠近大城市。其乡村俱乐部山工厂距离芝加哥不远。</span></p></blockquote></p><p> Since the end of 2019, Amazon has hired roughly 670,000 people, with its global workforce now totaling more than 1.4 million, according to the company. During roughly the same period, Amazon said it nearly doubled the size of its fulfillment network. The company now has more than 930 facilities across the country.</p><p><blockquote>据该公司称，自 2019 年底以来，亚马逊已雇佣了约 67 万名员工，其全球员工总数现已超过 140 万人。大约在同一时期，亚马逊表示其配送网络的规模几乎翻了一番。该公司目前在全国拥有930多家工厂。</blockquote></p><p> For years, Amazon has relied on a system where many packages are boxed in one facility and then sorted and shipped at another. Lately, the company has started to open more centers that double as fulfillment and delivery locations, said MWPVL President Marc Wulfraat, who collects and analyzes real-estate data. Amazon has said it is expanding its service to ship items within five hours.</p><p><blockquote>多年来，亚马逊一直依赖于一个系统，在这个系统中，许多包裹在一个工厂装箱，然后在另一个工厂进行分类和运输。负责收集和分析房地产数据的 MWPVL 总裁 Marc Wulfraat 表示，最近，该公司已开始开设更多兼作履行和交付地点的中心。亚马逊表示，它正在扩展其服务，以在五小时内发货。</blockquote></p><p> By the end of the year, Amazon will have opened about 30 of the fulfillment-and-delivery centers, which can store up to three million of the company’s bestselling items. The facilities are opening near some of Amazon’s largest markets, including near Chicago, Atlanta and Washington, D.C. Amazon is on pace to open 150 of the centers in the next few years, Mr. Wulfraat said.</p><p><blockquote>到今年年底，亚马逊将开设约 30 个履行和配送中心，可存储多达 300 万件公司畅销商品。Wulfraat 先生说，亚马逊计划在未来几年内开设 150 个中心。</blockquote></p><p> Amazon’s investments have increased its ability to deliver more of the orders of its customers on its own. While the company before the pandemic had moved to make most of its own deliveries, that trend accelerated in the past 18 months. As of the first quarter this year, Amazon delivered more than 56% of its own packages, according to research from Nielsen Consumer LLC.</p><p><blockquote>亚马逊的投资提高了其自行配送更多客户订单的能力。虽然该公司在大流行之前已转向自己交付大部分货物，但这一趋势在过去 18 个月中加速。根据尼尔森消费者有限责任公司的研究，截至今年第一季度，亚马逊交付了超过 56% 的自有包裹。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de006123cf002284b530760398c0e942\" tg-width=\"1890\" tg-height=\"1260\" width=\"100%\" height=\"auto\"><span>Amazon has started to open more centers that double as fulfillment and delivery locations.</span></p><p><blockquote><p class=\"t-img-caption\"><span>亚马逊已经开始开设更多兼作履行和送货地点的中心。</span></p></blockquote></p><p></p><p> U.S. companies big and small have dealt with supply-chain disruptions during recent months being exacerbated by a shortage of workers. The labor crunch has forced Amazon to at times reroute products, and during the third quarter, Amazon spent $2 billion on&nbsp;extra pay and other costs&nbsp;related to its supply chain.</p><p><blockquote>近几个月来，美国大大小小的公司都在应对供应链中断的问题，而工人短缺又加剧了供应链中断。劳动力短缺迫使亚马逊不时改变产品路线，第三季度，亚马逊在额外工资和与其供应链相关的其他成本上花费了 20 亿美元。</blockquote></p><p> Amazon in October said it was using more ports and had doubled its container process capacity, while its airplane fleet will soon total more than 85 aircraft. It has also opened more seasonal-focused facilities that are stocked in preparation for upticks in demand, according to Mr. Wulfraat.</p><p><blockquote>亚马逊 10 月份表示，它正在使用更多港口，并将集装箱处理能力翻了一番，而其机队很快将达到 85 架飞机以上。伍尔夫拉特表示，该公司还开设了更多以季节性为重点的设施，并为需求上升做好准备。</blockquote></p><p> Brandon Fuhrmann, who sells kitchen products on Amazon, said the company recently allowed him to expand his capacity at its U.S. warehouses by about 25%. “That’s a positive sign” as the holidays approach, Mr. Fuhrmann said.</p><p><blockquote>在亚马逊上销售厨房用品的布兰登·富尔曼 (Brandon Fuhrmann) 表示，该公司最近允许他将美国仓库的产能扩大约 25%。“随着假期的临近，这是一个积极的迹象”，富尔曼先生说。</blockquote></p><p> Retailers throughout the country are moving to fulfill items in whatever way they can during the holidays. Some are&nbsp;pushing shoppers&nbsp;to accept substitutions for items that are out of stock or in limited quantities due to the supply-chain crunch.Foot Locker&nbsp;Inc.&nbsp;and&nbsp;Home Depot&nbsp;Inc.&nbsp;have been among companies to try to keep shoppers from leaving their stores or websites with empty carts.</p><p><blockquote>全国各地的零售商都在努力在假期期间以任何可能的方式销售商品。由于供应链紧缩，一些人正在敦促购物者接受缺货或数量有限的商品的替代品。 Foot Locker Inc. 和 Home Depot Inc. 等公司试图阻止购物者带着空购物车离开商店或网站。</blockquote></p><p> At Amazon rival&nbsp;Walmart&nbsp;Inc.,the company&nbsp;this month said&nbsp;it had more products flowing through its supply chain this quarter than the same period last year, indicating it is well-stocked for the holidays. Walmart has ramped up delivery during the pandemic, using store inventory and gig drivers.Target&nbsp;Corp., which also indicated this month it was well-stocked for Black Friday, has used its partnership with delivery firm Shipt to deliver certain items quickly.</p><p><blockquote>亚马逊的竞争对手沃尔玛公司本月表示，本季度流经其供应链的产品比去年同期更多，这表明该公司为假期储备充足。沃尔玛在疫情期间利用商店库存和零工司机增加了送货量。塔吉特公司（Target Corp.）本月也表示，黑色星期五的库存充足，该公司利用与送货公司 Shipt 的合作伙伴关系，快速交付某些商品。</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>Amazon Builds Out Network to Speed Delivery, Handle Holiday Crunch<blockquote>亚马逊建立网络以加快送货速度并应对假期紧缩</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Builds Out Network to Speed Delivery, Handle Holiday Crunch<blockquote>亚马逊建立网络以加快送货速度并应对假期紧缩</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-11-29 20:10</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In the past two years,Amazon.com&nbsp;Inc.&nbsp;has added workers at an unprecedented clip to keep up with a pandemic-induced surge in demand. As it has done so, an even bigger expansion drew less attention: The company is close to doubling the size of its fulfillment network.</p><p><blockquote>在过去的两年里， 亚马逊公司以前所未有的速度增加了员工， 以跟上大流行引发的需求激增。正如它所做的那样，更大的扩张引起的关注更少：该公司的履行网络规模接近翻了一番。</blockquote></p><p> Amazon blanketed the country with more than 450 new facilities used to store, sort and ship items, according to logistics consultant MWPVL International, doubling down on a logistics empire that aims to deliver items in one day or less, and increasingly to do so without the help of third-party shippers.</p><p><blockquote>据物流顾问 MWPVL International 称，亚马逊在全国范围内新建了 450 多个用于存储、分类和运输物品的新设施，加倍努力建立一个旨在在一天或更短时间内交付物品的物流帝国，并且越来越多地在没有帮助的情况下这样做第三方托运人。</blockquote></p><p> Many of the new buildings are concentrated near big cities, putting more items for sale on the website closer to large population centers. The facilities also include more than two dozen smaller outposts stocked mostly with bestselling items, allowing the company to prepare for supply disruptions while also expanding fast-shipping capabilities, according to MWPVL.</p><p><blockquote>许多新建筑集中在大城市附近，这使得网站上出售的更多物品更靠近大型人口中心。据 MWPVL 称，这些设施还包括二十多个较小的前哨基地，主要储存畅销商品，使该公司能够为供应中断做好准备，同时还扩大了快速运输能力。</blockquote></p><p> During the pandemic, Amazon put on hold its promise to deliver many items to customers in one day. Nevertheless, the company continued to build out a network capable of such a feat. The work prepared Amazon for an unusual holiday shopping season in which a national labor shortage and global supply-chain challenges have constrained the ability of many companies to obtain and deliver certain products in as timely a manner as they did in the past.</p><p><blockquote>在疫情期间，亚马逊暂停了在一天内向顾客交付许多商品的承诺。尽管如此，该公司继续建立一个能够实现这一壮举的网络。这项工作为亚马逊迎接一个不寻常的假日购物季做好了准备，在这个季节中，全国劳动力短缺和全球供应链挑战限制了许多公司像过去一样及时获取和交付某些产品的能力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68929340be40f599747de78416b30e56\" tg-width=\"1890\" tg-height=\"1260\" width=\"100%\" height=\"auto\"><span>Despite labor shortages, Amazon has hired roughly 670,000 people since the end of 2019.</span></p><p><blockquote><p class=\"t-img-caption\"><span>尽管劳动力短缺，但自2019年底以来，亚马逊已经雇佣了大约67万人。</span></p></blockquote></p><p> Amazon has encouraged customers to shop early this year due to the supply-chain issues, and company executives have said they are “ready to deliver” and have been preparing for the holidays since the start of the year. As of mid-November, more than 98% of parcels that arrived at Amazon’s delivery centers, which typically are in close proximity to packages’ final destinations, were being delivered the next day, according to estimates from research firm ShipMatrix Inc. At the same time, some items like household products and sporting goods were showing delivery windows of a few days, ShipMatrix said, emphasizing Amazon’s message to shop early.</p><p><blockquote>由于供应链问题，亚马逊鼓励顾客在今年年初提前购物，公司高管表示，他们 “已经准备好发货”，并从年初开始就一直在为假期做准备。根据研究公司 ShipMatrix Inc. 的估计，截至 11 月中旬，到达亚马逊配送中心的包裹中有 98% 以上是在第二天送达的，这些中心通常靠近包裹的最终目的地。ShipMatrix 说，与此同时，家居用品和体育用品等一些商品的送货窗口也提前了几天，这强调了亚马逊要尽早购物的信息。</blockquote></p><p> Brian Olsavsky, Amazon’s chief financial officer, said the company’s inventory increased in preparation for the busy period. For the first time in a while, he said, the company is not capacity-constrained.</p><p><blockquote>亚马逊首席财务官布莱恩-奥尔萨夫斯基（Brian Olsavsky）说，公司的库存增加是为了应对繁忙时期。他说，一段时间以来，该公司第一次不受产能限制。</blockquote></p><p> “We’ve made commitments that are larger than normal,” he said on a call with analysts in October. “Granted, it’s at a cost penalty in many cases.”</p><p><blockquote>“他在 10 月份与分析师举行的看涨期权上说：”我们做出了比平时更大的承诺。“当然，在很多情况下，这是要付出代价的”。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4613de04aa9255ed838bb8db7a1a35d\" tg-width=\"1050\" tg-height=\"701\" width=\"100%\" height=\"auto\"><span>Many of the new Amazon buildings are near big cities. Its Country Club Hill facility isn’t far from Chicago.</span></p><p><blockquote><p class=\"t-img-caption\"><span>亚马逊的许多新建筑都靠近大城市。其乡村俱乐部山工厂距离芝加哥不远。</span></p></blockquote></p><p> Since the end of 2019, Amazon has hired roughly 670,000 people, with its global workforce now totaling more than 1.4 million, according to the company. During roughly the same period, Amazon said it nearly doubled the size of its fulfillment network. The company now has more than 930 facilities across the country.</p><p><blockquote>据该公司称，自 2019 年底以来，亚马逊已雇佣了约 67 万名员工，其全球员工总数现已超过 140 万人。大约在同一时期，亚马逊表示其配送网络的规模几乎翻了一番。该公司目前在全国拥有930多家工厂。</blockquote></p><p> For years, Amazon has relied on a system where many packages are boxed in one facility and then sorted and shipped at another. Lately, the company has started to open more centers that double as fulfillment and delivery locations, said MWPVL President Marc Wulfraat, who collects and analyzes real-estate data. Amazon has said it is expanding its service to ship items within five hours.</p><p><blockquote>多年来，亚马逊一直依赖于一个系统，在这个系统中，许多包裹在一个工厂装箱，然后在另一个工厂进行分类和运输。负责收集和分析房地产数据的 MWPVL 总裁 Marc Wulfraat 表示，最近，该公司已开始开设更多兼作履行和交付地点的中心。亚马逊表示，它正在扩展其服务，以在五小时内发货。</blockquote></p><p> By the end of the year, Amazon will have opened about 30 of the fulfillment-and-delivery centers, which can store up to three million of the company’s bestselling items. The facilities are opening near some of Amazon’s largest markets, including near Chicago, Atlanta and Washington, D.C. Amazon is on pace to open 150 of the centers in the next few years, Mr. Wulfraat said.</p><p><blockquote>到今年年底，亚马逊将开设约 30 个履行和配送中心，可存储多达 300 万件公司畅销商品。Wulfraat 先生说，亚马逊计划在未来几年内开设 150 个中心。</blockquote></p><p> Amazon’s investments have increased its ability to deliver more of the orders of its customers on its own. While the company before the pandemic had moved to make most of its own deliveries, that trend accelerated in the past 18 months. As of the first quarter this year, Amazon delivered more than 56% of its own packages, according to research from Nielsen Consumer LLC.</p><p><blockquote>亚马逊的投资提高了其自行配送更多客户订单的能力。虽然该公司在大流行之前已转向自己交付大部分货物，但这一趋势在过去 18 个月中加速。根据尼尔森消费者有限责任公司的研究，截至今年第一季度，亚马逊交付了超过 56% 的自有包裹。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de006123cf002284b530760398c0e942\" tg-width=\"1890\" tg-height=\"1260\" width=\"100%\" height=\"auto\"><span>Amazon has started to open more centers that double as fulfillment and delivery locations.</span></p><p><blockquote><p class=\"t-img-caption\"><span>亚马逊已经开始开设更多兼作履行和送货地点的中心。</span></p></blockquote></p><p></p><p> U.S. companies big and small have dealt with supply-chain disruptions during recent months being exacerbated by a shortage of workers. The labor crunch has forced Amazon to at times reroute products, and during the third quarter, Amazon spent $2 billion on&nbsp;extra pay and other costs&nbsp;related to its supply chain.</p><p><blockquote>近几个月来，美国大大小小的公司都在应对供应链中断的问题，而工人短缺又加剧了供应链中断。劳动力短缺迫使亚马逊不时改变产品路线，第三季度，亚马逊在额外工资和与其供应链相关的其他成本上花费了 20 亿美元。</blockquote></p><p> Amazon in October said it was using more ports and had doubled its container process capacity, while its airplane fleet will soon total more than 85 aircraft. It has also opened more seasonal-focused facilities that are stocked in preparation for upticks in demand, according to Mr. Wulfraat.</p><p><blockquote>亚马逊 10 月份表示，它正在使用更多港口，并将集装箱处理能力翻了一番，而其机队很快将达到 85 架飞机以上。伍尔夫拉特表示，该公司还开设了更多以季节性为重点的设施，并为需求上升做好准备。</blockquote></p><p> Brandon Fuhrmann, who sells kitchen products on Amazon, said the company recently allowed him to expand his capacity at its U.S. warehouses by about 25%. “That’s a positive sign” as the holidays approach, Mr. Fuhrmann said.</p><p><blockquote>在亚马逊上销售厨房用品的布兰登·富尔曼 (Brandon Fuhrmann) 表示，该公司最近允许他将美国仓库的产能扩大约 25%。“随着假期的临近，这是一个积极的迹象”，富尔曼先生说。</blockquote></p><p> Retailers throughout the country are moving to fulfill items in whatever way they can during the holidays. Some are&nbsp;pushing shoppers&nbsp;to accept substitutions for items that are out of stock or in limited quantities due to the supply-chain crunch.Foot Locker&nbsp;Inc.&nbsp;and&nbsp;Home Depot&nbsp;Inc.&nbsp;have been among companies to try to keep shoppers from leaving their stores or websites with empty carts.</p><p><blockquote>全国各地的零售商都在努力在假期期间以任何可能的方式销售商品。由于供应链紧缩，一些人正在敦促购物者接受缺货或数量有限的商品的替代品。 Foot Locker Inc. 和 Home Depot Inc. 等公司试图阻止购物者带着空购物车离开商店或网站。</blockquote></p><p> At Amazon rival&nbsp;Walmart&nbsp;Inc.,the company&nbsp;this month said&nbsp;it had more products flowing through its supply chain this quarter than the same period last year, indicating it is well-stocked for the holidays. Walmart has ramped up delivery during the pandemic, using store inventory and gig drivers.Target&nbsp;Corp., which also indicated this month it was well-stocked for Black Friday, has used its partnership with delivery firm Shipt to deliver certain items quickly.</p><p><blockquote>亚马逊的竞争对手沃尔玛公司本月表示，本季度流经其供应链的产品比去年同期更多，这表明该公司为假期储备充足。沃尔玛在疫情期间利用商店库存和零工司机增加了送货量。塔吉特公司（Target Corp.）本月也表示，黑色星期五的库存充足，该公司利用与送货公司 Shipt 的合作伙伴关系，快速交付某些商品。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/amazon-builds-out-network-to-speed-delivery-handle-holiday-crunch-11638181801?mod=hp_lead_pos4\">The Wall Street Journal</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.wsj.com/articles/amazon-builds-out-network-to-speed-delivery-handle-holiday-crunch-11638181801?mod=hp_lead_pos4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121475585","content_text":"In the past two years,Amazon.com Inc. has added workers at an unprecedented clip to keep up with a pandemic-induced surge in demand. As it has done so, an even bigger expansion drew less attention: The company is close to doubling the size of its fulfillment network.\nAmazon blanketed the country with more than 450 new facilities used to store, sort and ship items, according to logistics consultant MWPVL International, doubling down on a logistics empire that aims to deliver items in one day or less, and increasingly to do so without the help of third-party shippers.\nMany of the new buildings are concentrated near big cities, putting more items for sale on the website closer to large population centers. The facilities also include more than two dozen smaller outposts stocked mostly with bestselling items, allowing the company to prepare for supply disruptions while also expanding fast-shipping capabilities, according to MWPVL.\nDuring the pandemic, Amazon put on hold its promise to deliver many items to customers in one day. Nevertheless, the company continued to build out a network capable of such a feat. The work prepared Amazon for an unusual holiday shopping season in which a national labor shortage and global supply-chain challenges have constrained the ability of many companies to obtain and deliver certain products in as timely a manner as they did in the past.\nDespite labor shortages, Amazon has hired roughly 670,000 people since the end of 2019.\nAmazon has encouraged customers to shop early this year due to the supply-chain issues, and company executives have said they are “ready to deliver” and have been preparing for the holidays since the start of the year. As of mid-November, more than 98% of parcels that arrived at Amazon’s delivery centers, which typically are in close proximity to packages’ final destinations, were being delivered the next day, according to estimates from research firm ShipMatrix Inc. At the same time, some items like household products and sporting goods were showing delivery windows of a few days, ShipMatrix said, emphasizing Amazon’s message to shop early.\nBrian Olsavsky, Amazon’s chief financial officer, said the company’s inventory increased in preparation for the busy period. For the first time in a while, he said, the company is not capacity-constrained.\n“We’ve made commitments that are larger than normal,” he said on a call with analysts in October. “Granted, it’s at a cost penalty in many cases.”\nMany of the new Amazon buildings are near big cities. Its Country Club Hill facility isn’t far from Chicago.\nSince the end of 2019, Amazon has hired roughly 670,000 people, with its global workforce now totaling more than 1.4 million, according to the company. During roughly the same period, Amazon said it nearly doubled the size of its fulfillment network. The company now has more than 930 facilities across the country.\nFor years, Amazon has relied on a system where many packages are boxed in one facility and then sorted and shipped at another. Lately, the company has started to open more centers that double as fulfillment and delivery locations, said MWPVL President Marc Wulfraat, who collects and analyzes real-estate data. Amazon has said it is expanding its service to ship items within five hours.\nBy the end of the year, Amazon will have opened about 30 of the fulfillment-and-delivery centers, which can store up to three million of the company’s bestselling items. The facilities are opening near some of Amazon’s largest markets, including near Chicago, Atlanta and Washington, D.C. Amazon is on pace to open 150 of the centers in the next few years, Mr. Wulfraat said.\nAmazon’s investments have increased its ability to deliver more of the orders of its customers on its own. While the company before the pandemic had moved to make most of its own deliveries, that trend accelerated in the past 18 months. As of the first quarter this year, Amazon delivered more than 56% of its own packages, according to research from Nielsen Consumer LLC.\nAmazon has started to open more centers that double as fulfillment and delivery locations.\nU.S. companies big and small have dealt with supply-chain disruptions during recent months being exacerbated by a shortage of workers. The labor crunch has forced Amazon to at times reroute products, and during the third quarter, Amazon spent $2 billion on extra pay and other costs related to its supply chain.\nAmazon in October said it was using more ports and had doubled its container process capacity, while its airplane fleet will soon total more than 85 aircraft. It has also opened more seasonal-focused facilities that are stocked in preparation for upticks in demand, according to Mr. Wulfraat.\nBrandon Fuhrmann, who sells kitchen products on Amazon, said the company recently allowed him to expand his capacity at its U.S. warehouses by about 25%. “That’s a positive sign” as the holidays approach, Mr. Fuhrmann said.\nRetailers throughout the country are moving to fulfill items in whatever way they can during the holidays. Some are pushing shoppers to accept substitutions for items that are out of stock or in limited quantities due to the supply-chain crunch.Foot Locker Inc. and Home Depot Inc. have been among companies to try to keep shoppers from leaving their stores or websites with empty carts.\nAt Amazon rival Walmart Inc.,the company this month said it had more products flowing through its supply chain this quarter than the same period last year, indicating it is well-stocked for the holidays. Walmart has ramped up delivery during the pandemic, using store inventory and gig drivers.Target Corp., which also indicated this month it was well-stocked for Black Friday, has used its partnership with delivery firm Shipt to deliver certain items quickly.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":117727227,"gmtCreate":1623161698969,"gmtModify":1634036285286,"author":{"id":"3576295596635298","authorId":"3576295596635298","name":"WjsdSGTi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576295596635298","authorIdStr":"3576295596635298"},"themes":[],"title":"","htmlText":"Rebuild manufacturing ?","listText":"Rebuild manufacturing ?","text":"Rebuild manufacturing ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/117727227","repostId":"1136550999","repostType":4,"isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808198722,"gmtCreate":1627563105966,"gmtModify":1633763786894,"author":{"id":"3576295596635298","authorId":"3576295596635298","name":"WjsdSGTi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576295596635298","authorIdStr":"3576295596635298"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/808198722","repostId":"1198546715","repostType":4,"repost":{"id":"1198546715","kind":"news","pubTimestamp":1627562631,"share":"https://www.laohunote.com/m/news/1198546715?lang=zh_CN&edition=full","pubTime":"2021-07-29 20:43","market":"us","language":"en","title":"PayPal: Looking Beyond eBay's Impact<blockquote>PayPal：超越 eBay 的影响</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1198546715","media":"seekingalpha","summary":"Summary\n\nPayPal's Q3 2021 guidance took investors by surprise.\nPayPal contends that asides from eBay","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>PayPal's Q3 2021 guidance took investors by surprise.</li>  <li>PayPal contends that asides from eBay Marketplace's migration off PayPal, its underlying business is performing very strongly.</li>  <li>PayPal is priced at 13x sales. This is very attractively priced for such an entrenched high-quality payment solution platform.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4532465490efbc958deb5f9d66d7669\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>JasonDoiy/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>PayPal 2021 年第三季度指引令投资者大吃一惊。</li><li>PayPal认为，除了 eBay Marketplace 迁出PayPal之外，其基础业务表现非常强劲。</li><li>PayPal的定价是销售额的13倍。对于这样一个根深蒂固的高质量支付解决方案平台来说，这是一个非常有吸引力的价格。</li></ul><p class=\"t-img-caption\"><span>JasonDoiy/iStock 未通过 Getty Images 发布</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> PayPal's (PYPL) guidance for Q3 is pointing towards a marked deceleration where its revenues are expected to grow approximately 14% y/y. However, this is predominantly due to eBay (EBAY) Marketplace exiting PayPal's platform.</p><p><blockquote>PayPal (PYPL) 对第三季度的指引显示，其收入预计同比增长约 14%，将出现明显放缓。然而，这主要是由于 eBay (eBay) 市场退出 PayPal 平台。</blockquote></p><p> For context, this will be a meaningful headwind of approximately 850 basis points during Q3, and it will slowly reduce its impact during Q4 2021.</p><p><blockquote>就背景而言，这将是第三季度约 850 个基点的有意义的逆风，并将在 2021 年第四季度慢慢减少其影响。</blockquote></p><p> However, putting aside eBay's impact, PayPal's core operations remain strong and PayPal is still expected to grow by 20% this year,<i>including</i>e&nbsp;Bay's headwind.</p><p><blockquote>不过，撇开eBay的影响不谈，PayPal的核心业务依然强劲，PayPal今年仍有望增长20%，<i>包括</i>e湾的逆风。</blockquote></p><p> What's more, PayPal is expected to bring in $5 billion of free cash flow this year, putting the stock trading at 74x free cash flow.</p><p><blockquote>更重要的是，PayPal预计今年将带来50亿美元的自由现金流，使股票交易达到自由现金流的74倍。</blockquote></p><p> In short, investors have no reason to be dissatisfied with this quarter's performance. PayPal is an attractive investment opportunity.</p><p><blockquote>总之，投资者没有理由对本季度的表现感到不满。PayPal是一个有吸引力的投资机会。</blockquote></p><p> <b>Investor Sentiment Going Into Earnings</b></p><p><blockquote><b>投资者情绪影响盈利</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2fd702cef3486de22aca83e1d46bb8d2\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> As you can see above, contrary to countless other fast-growing names, PayPal had actually had a very strong run-up in its shares since May.</p><p><blockquote>正如您在上面看到的，与无数其他快速增长的公司不同，PayPal的股价实际上自 5 月份以来一直非常强劲。</blockquote></p><p> Hence, given this backdrop where investors had such high expectations from PayPal, any mishap during the quarter was obviously going to take the share price down.</p><p><blockquote>因此，在投资者对PayPal抱有如此高期望的背景下，本季度的任何意外显然都会导致股价下跌。</blockquote></p><p> Now, let's get into its results.</p><p><blockquote>现在，让我们来看看它的结果。</blockquote></p><p> <b>Revenue Growth Rates Slow Down, With a But</b></p><p><blockquote><b>收入增长率放缓，但</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/6a55f4abe65fb78fef6b67c43fc1c4d1\" tg-width=\"640\" tg-height=\"285\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The big takeaway is that PayPal is reaffirming its guidance for 20% y/y in 2021. Having said that, the elephant in the room is that Q2 2021 saw just 19% y/y revenue growth rates.</p><p><blockquote>最大的收获是，PayPal重申了 2021 年同比增长 20% 的指引。话虽如此，房间里的大象是 2021 年第二季度的收入同比增长率仅为 19%。</blockquote></p><p> Given that during Q1 its revenue had just grown by its&nbsp;fastest rate&nbsp;in PayPal's history, investors were minimally expecting PayPal to continue that momentum and shine this quarter. After all, this is a company that has a long history of delivering positive results and easily beating its guidance.</p><p><blockquote>鉴于第一季度其收入刚刚以 PayPal 历史上最快的速度增长，投资者至少预计PayPal将在本季度延续这一势头并大放异彩。毕竟，这是一家有着长期交付积极成果并轻松超越其指导的公司。</blockquote></p><p> <i>At the core of the after-hours reaction, we have to keep in mind that this is a company that buy-and-hold investors perceived as ''safe'' and one that ''shouldn't'' have negative surprises.</i></p><p><blockquote><i>盘后反应的核心是，我们必须记住，这是一家买入并持有投资者认为“安全”的公司，并且“不应该”出现负面意外。</i></blockquote></p><p> Hence, this rare weak quarter is more likely than not to be met by not only heavy selling in the coming days, and I fully suspect that the media will all over this stock reporting how PayPal has lost its flow.</p><p><blockquote>因此，这个罕见的疲软季度很可能不仅会在未来几天遭遇大量抛售，而且我完全怀疑媒体会到处报道PayPal如何失去动力。</blockquote></p><p> PayPal's CEO Dan Schulman points out that eBay was a headwind for PayPal during the quarter as eBay Marketplaces stopped being served by PayPal.</p><p><blockquote>PayPal 首席执行官丹·舒尔曼 (Dan Schulman) 指出，由于PayPal不再为 eBay 市场提供服务，eBay 在本季度对PayPal来说是一个阻力。</blockquote></p><p> What's more, PayPal declares that eBay Marketplaces accounted for roughly&nbsp;8% revenue growth&nbsp;rate headwind, which is particularly noticeable given the strong performance in the same period a year ago.</p><p><blockquote>此外，PayPal宣称 eBay Marketplaces 的收入增长率阻力约为 8%，考虑到去年同期的强劲表现，这一点尤其引人注目。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f36be5e188e36aeb4bca359735c818fa\" tg-width=\"640\" tg-height=\"259\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> This is what PayPal's CFO John Rainey said during the call:</p><p><blockquote>PayPal 首席财务官 John Rainey 在看涨期权上表示：</blockquote></p><p>   <i>So last year in the second quarter, we grew revenue 22%, and in that number, there was a benefit of 5 percentage points of growth from eBay. So 22% revenue growth for 5 percentage points of benefit from eBay. This year in the second quarter, we grew revenue 19% and that number included 800 or 8 percentage points of headwind related to eBay's business.</i>  Looking ahead, PayPal&nbsp;highlighted during the call&nbsp;that by year-end, eBay's total payment volume (''TPV'') will account for just 2.5% of PayPal TPV by year-end.</p><p><blockquote><i>因此，去年第二季度，我们的收入增长了 22%，其中 eBay 带来了 5 个百分点的增长。因此，22% 的收入增长从 eBay 中受益 5 个百分点。今年第二季度，我们的收入增长了 19%，其中包括与 eBay 业务相关的 800 个百分点或 8 个百分点的阻力。</i>展望未来，PayPal在看涨期权中强调，到年底，eBay的总支付量（“冠捷”）将仅占PayPal冠捷的2.5%。</blockquote></p><p> What's more, during Q2 2021, putting aside eBay's headwind, PayPal's revenue would have been up 32% y/y. Given that eBay will have migrated to its own payment solutions by Q4 2021, investors won't have to be patient too long until PayPal is once again reporting strong revenue growth rates.</p><p><blockquote>更重要的是，在 2021 年第二季度，撇开 eBay 的阻力不谈，PayPal 的收入将同比增长 32%。鉴于 eBay 将于 2021 年第四季度迁移到自己的支付解决方案，投资者不必耐心太久，直到PayPal再次报告强劲的收入增长率。</blockquote></p><p> Indeed, asides from eBay there's a lot to be attracted to here.</p><p><blockquote>事实上，除了易贝，这里还有很多吸引人的地方。</blockquote></p><p> <b>PayPal's Diverse Product Portfolio in 2021</b></p><p><blockquote><b>2021年PayPal的多元化产品组合</b></blockquote></p><p> The biggest launch during the quarter was Zettle in the U.S. This is a digital point-of-sale card payment solution. Although it arrives into a very crowded space arguably a little late in the game.</p><p><blockquote>本季度最大的发布是美国的 Zettle。这是一个数字销售点卡支付解决方案。虽然它到达了一个非常拥挤的空间，可以说在游戏中有点晚。</blockquote></p><p></p><p> Having said that, Venmo was also a latecomer to the digital wallet space and that hasn't stopped Venmo's performance in Q2 2021 growing its total payment volume by 58% y/y to $58 billion. This translated into Venmo increasing its revenues by 70% y/y.</p><p><blockquote>话虽如此，Venmo 也是数字钱包领域的后来者，但这并没有阻止 Venmo 在 2021 年第二季度的表现，其总支付量同比增长 58%，达到 580 亿美元。这意味着 Venmo 的收入同比增长了 70%。</blockquote></p><p> Venmo's performance during Q2 2021 was driven by robust crypto trading on the platform.</p><p><blockquote>Venmo 在 2021 年第二季度的表现是由该平台上强劲的加密货币交易推动的。</blockquote></p><p> Also, PayPal's Buy Now, Pay Later is resonating with consumers and merchants with momentum accelerating sequentially from Q1 2021 to Q2 by 50%.</p><p><blockquote>此外，PayPal 的“先买后付”正在引起消费者和商家的共鸣，从 2021 年第一季度到第二季度，势头连续加速 50%。</blockquote></p><p> Altogether, despite investing in different products launches, PayPal still generates strong free cash flows.</p><p><blockquote>总而言之，尽管投资于不同的产品发布，PayPal仍然产生了强劲的自由现金流。</blockquote></p><p> <b>PayPal is a Free Cash Flow Machine</b></p><p><blockquote><b>PayPal是一台自由现金流机器</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/bf0733d4c917e606b41fdf9a31c91d13\" tg-width=\"322\" tg-height=\"364\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> During Q2 2021, PayPal's free cash flow was down 33% y/y to $1 billion. Obviously, when taken together with its lackluster top-line growth rate during Q2 2021 this doesn't paint a particularly impressive picture of PayPal's performance.</p><p><blockquote>2021 年第二季度，PayPal 的自由现金流同比下降 33%，至 10 亿美元。显然，当与 2021 年第二季度黯淡的营收增长率相结合时，这并不能描绘出 PayPal 特别令人印象深刻的业绩图景。</blockquote></p><p> On the other hand, consistent with its previous two quarters, PayPal once more reaffirmed its free cash flow guidance for $5 billion in 2021. Demonstrating that aside from the impact of eBay's migration, PayPal's free cash flow performance in 2021 remains unchanged from the start of the year.</p><p><blockquote>另一方面，与前两个季度一致，PayPal再次重申了2021年50亿美元的自由现金流指引。这表明，除了易贝迁移的影响之外，PayPal 2021年的自由现金流表现与年初相比保持不变。</blockquote></p><p> <b>Valuation - Not Expensively Valued</b></p><p><blockquote><b>估值-估值不高</b></blockquote></p><p> High-quality stocks rarely come cheaply towards the end of a very long bull market.</p><p><blockquote>在漫长的牛市即将结束时，优质股票很少会变得便宜。</blockquote></p><p> In a market where many companies are highly unprofitable and with middle-of-the-road revenue growth rates, PayPal is not only growing by 20% CAGR this year, but it's expected to grow at an even faster rate<i>next year</i>, while also generating ample free cash flow.</p><p><blockquote>在许多公司高度无利可图且收入增长率处于中等水平的市场中，PayPal今年不仅复合年增长率达到 20%，而且预计还会以更快的速度增长<i>明年</i>，同时还产生充足的自由现金流。</blockquote></p><p> There aren't too many companies out there as entrenched as PayPal in fintech priced at 74x free cash flow.</p><p><blockquote>像PayPal这样在金融科技领域根深蒂固、定价为 74 倍自由现金流的公司并不多。</blockquote></p><p> On the surface, this may appear expensive, but readers should keep in mind that this is free cash flows and not a sales multiple.</p><p><blockquote>从表面上看，这可能看起来很昂贵，但读者应该记住，这是自由现金流，而不是销售倍数。</blockquote></p><p> Meanwhile, for context, on a sales multiple, PayPal trades at 13x sales.</p><p><blockquote>与此同时，就销售倍数而言，PayPal的交易价格是销售额的 13 倍。</blockquote></p><p> <b>The Bottom Line</b></p><p><blockquote><b>底线</b></blockquote></p><p> PayPal's Q3 guidance took many investors by surprise, particularly given that this blue-chip household name rarely misfires. However, its underlying performance remains very strong.</p><p><blockquote>PayPal 的第三季度指引让许多投资者感到惊讶，特别是考虑到这个蓝筹股家喻户晓的名字很少失败。然而，其潜在表现仍然非常强劲。</blockquote></p><p> Given its strong free cash flow generation, and approximately mid-20s% CAGR expected next year, I believe that this stock is cheaply valued at just 13x sales.</p><p><blockquote>鉴于其强劲的自由现金流产生，以及预计明年约 20% 的复合年增长率，我相信这只股票的估值很便宜，仅为销售额的 13 倍。</blockquote></p><p> However, since there are so many high-growth small-cap stocks that are now heavily into correction territory, I believe that there are even better investment opportunities elsewhere.</p><p><blockquote>然而，由于现在有如此多的高增长小盘股正在大量进入回调区域，我相信其他地方还有更好的投资机会。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>PayPal: Looking Beyond eBay's Impact<blockquote>PayPal：超越 eBay 的影响</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\">\nPayPal: Looking Beyond eBay's Impact<blockquote>PayPal：超越 eBay 的影响</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-07-29 20:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>PayPal's Q3 2021 guidance took investors by surprise.</li>  <li>PayPal contends that asides from eBay Marketplace's migration off PayPal, its underlying business is performing very strongly.</li>  <li>PayPal is priced at 13x sales. This is very attractively priced for such an entrenched high-quality payment solution platform.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4532465490efbc958deb5f9d66d7669\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>JasonDoiy/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>PayPal 2021 年第三季度指引令投资者大吃一惊。</li><li>PayPal认为，除了 eBay Marketplace 迁出PayPal之外，其基础业务表现非常强劲。</li><li>PayPal的定价是销售额的13倍。对于这样一个根深蒂固的高质量支付解决方案平台来说，这是一个非常有吸引力的价格。</li></ul><p class=\"t-img-caption\"><span>JasonDoiy/iStock 未通过 Getty Images 发布</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> PayPal's (PYPL) guidance for Q3 is pointing towards a marked deceleration where its revenues are expected to grow approximately 14% y/y. However, this is predominantly due to eBay (EBAY) Marketplace exiting PayPal's platform.</p><p><blockquote>PayPal (PYPL) 对第三季度的指引显示，其收入预计同比增长约 14%，将出现明显放缓。然而，这主要是由于 eBay (eBay) 市场退出 PayPal 平台。</blockquote></p><p> For context, this will be a meaningful headwind of approximately 850 basis points during Q3, and it will slowly reduce its impact during Q4 2021.</p><p><blockquote>就背景而言，这将是第三季度约 850 个基点的有意义的逆风，并将在 2021 年第四季度慢慢减少其影响。</blockquote></p><p> However, putting aside eBay's impact, PayPal's core operations remain strong and PayPal is still expected to grow by 20% this year,<i>including</i>e&nbsp;Bay's headwind.</p><p><blockquote>不过，撇开eBay的影响不谈，PayPal的核心业务依然强劲，PayPal今年仍有望增长20%，<i>包括</i>e湾的逆风。</blockquote></p><p> What's more, PayPal is expected to bring in $5 billion of free cash flow this year, putting the stock trading at 74x free cash flow.</p><p><blockquote>更重要的是，PayPal预计今年将带来50亿美元的自由现金流，使股票交易达到自由现金流的74倍。</blockquote></p><p> In short, investors have no reason to be dissatisfied with this quarter's performance. PayPal is an attractive investment opportunity.</p><p><blockquote>总之，投资者没有理由对本季度的表现感到不满。PayPal是一个有吸引力的投资机会。</blockquote></p><p> <b>Investor Sentiment Going Into Earnings</b></p><p><blockquote><b>投资者情绪影响盈利</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2fd702cef3486de22aca83e1d46bb8d2\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> As you can see above, contrary to countless other fast-growing names, PayPal had actually had a very strong run-up in its shares since May.</p><p><blockquote>正如您在上面看到的，与无数其他快速增长的公司不同，PayPal的股价实际上自 5 月份以来一直非常强劲。</blockquote></p><p> Hence, given this backdrop where investors had such high expectations from PayPal, any mishap during the quarter was obviously going to take the share price down.</p><p><blockquote>因此，在投资者对PayPal抱有如此高期望的背景下，本季度的任何意外显然都会导致股价下跌。</blockquote></p><p> Now, let's get into its results.</p><p><blockquote>现在，让我们来看看它的结果。</blockquote></p><p> <b>Revenue Growth Rates Slow Down, With a But</b></p><p><blockquote><b>收入增长率放缓，但</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/6a55f4abe65fb78fef6b67c43fc1c4d1\" tg-width=\"640\" tg-height=\"285\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The big takeaway is that PayPal is reaffirming its guidance for 20% y/y in 2021. Having said that, the elephant in the room is that Q2 2021 saw just 19% y/y revenue growth rates.</p><p><blockquote>最大的收获是，PayPal重申了 2021 年同比增长 20% 的指引。话虽如此，房间里的大象是 2021 年第二季度的收入同比增长率仅为 19%。</blockquote></p><p> Given that during Q1 its revenue had just grown by its&nbsp;fastest rate&nbsp;in PayPal's history, investors were minimally expecting PayPal to continue that momentum and shine this quarter. After all, this is a company that has a long history of delivering positive results and easily beating its guidance.</p><p><blockquote>鉴于第一季度其收入刚刚以 PayPal 历史上最快的速度增长，投资者至少预计PayPal将在本季度延续这一势头并大放异彩。毕竟，这是一家有着长期交付积极成果并轻松超越其指导的公司。</blockquote></p><p> <i>At the core of the after-hours reaction, we have to keep in mind that this is a company that buy-and-hold investors perceived as ''safe'' and one that ''shouldn't'' have negative surprises.</i></p><p><blockquote><i>盘后反应的核心是，我们必须记住，这是一家买入并持有投资者认为“安全”的公司，并且“不应该”出现负面意外。</i></blockquote></p><p> Hence, this rare weak quarter is more likely than not to be met by not only heavy selling in the coming days, and I fully suspect that the media will all over this stock reporting how PayPal has lost its flow.</p><p><blockquote>因此，这个罕见的疲软季度很可能不仅会在未来几天遭遇大量抛售，而且我完全怀疑媒体会到处报道PayPal如何失去动力。</blockquote></p><p> PayPal's CEO Dan Schulman points out that eBay was a headwind for PayPal during the quarter as eBay Marketplaces stopped being served by PayPal.</p><p><blockquote>PayPal 首席执行官丹·舒尔曼 (Dan Schulman) 指出，由于PayPal不再为 eBay 市场提供服务，eBay 在本季度对PayPal来说是一个阻力。</blockquote></p><p> What's more, PayPal declares that eBay Marketplaces accounted for roughly&nbsp;8% revenue growth&nbsp;rate headwind, which is particularly noticeable given the strong performance in the same period a year ago.</p><p><blockquote>此外，PayPal宣称 eBay Marketplaces 的收入增长率阻力约为 8%，考虑到去年同期的强劲表现，这一点尤其引人注目。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f36be5e188e36aeb4bca359735c818fa\" tg-width=\"640\" tg-height=\"259\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> This is what PayPal's CFO John Rainey said during the call:</p><p><blockquote>PayPal 首席财务官 John Rainey 在看涨期权上表示：</blockquote></p><p>   <i>So last year in the second quarter, we grew revenue 22%, and in that number, there was a benefit of 5 percentage points of growth from eBay. So 22% revenue growth for 5 percentage points of benefit from eBay. This year in the second quarter, we grew revenue 19% and that number included 800 or 8 percentage points of headwind related to eBay's business.</i>  Looking ahead, PayPal&nbsp;highlighted during the call&nbsp;that by year-end, eBay's total payment volume (''TPV'') will account for just 2.5% of PayPal TPV by year-end.</p><p><blockquote><i>因此，去年第二季度，我们的收入增长了 22%，其中 eBay 带来了 5 个百分点的增长。因此，22% 的收入增长从 eBay 中受益 5 个百分点。今年第二季度，我们的收入增长了 19%，其中包括与 eBay 业务相关的 800 个百分点或 8 个百分点的阻力。</i>展望未来，PayPal在看涨期权中强调，到年底，eBay的总支付量（“冠捷”）将仅占PayPal冠捷的2.5%。</blockquote></p><p> What's more, during Q2 2021, putting aside eBay's headwind, PayPal's revenue would have been up 32% y/y. Given that eBay will have migrated to its own payment solutions by Q4 2021, investors won't have to be patient too long until PayPal is once again reporting strong revenue growth rates.</p><p><blockquote>更重要的是，在 2021 年第二季度，撇开 eBay 的阻力不谈，PayPal 的收入将同比增长 32%。鉴于 eBay 将于 2021 年第四季度迁移到自己的支付解决方案，投资者不必耐心太久，直到PayPal再次报告强劲的收入增长率。</blockquote></p><p> Indeed, asides from eBay there's a lot to be attracted to here.</p><p><blockquote>事实上，除了易贝，这里还有很多吸引人的地方。</blockquote></p><p> <b>PayPal's Diverse Product Portfolio in 2021</b></p><p><blockquote><b>2021年PayPal的多元化产品组合</b></blockquote></p><p> The biggest launch during the quarter was Zettle in the U.S. This is a digital point-of-sale card payment solution. Although it arrives into a very crowded space arguably a little late in the game.</p><p><blockquote>本季度最大的发布是美国的 Zettle。这是一个数字销售点卡支付解决方案。虽然它到达了一个非常拥挤的空间，可以说在游戏中有点晚。</blockquote></p><p></p><p> Having said that, Venmo was also a latecomer to the digital wallet space and that hasn't stopped Venmo's performance in Q2 2021 growing its total payment volume by 58% y/y to $58 billion. This translated into Venmo increasing its revenues by 70% y/y.</p><p><blockquote>话虽如此，Venmo 也是数字钱包领域的后来者，但这并没有阻止 Venmo 在 2021 年第二季度的表现，其总支付量同比增长 58%，达到 580 亿美元。这意味着 Venmo 的收入同比增长了 70%。</blockquote></p><p> Venmo's performance during Q2 2021 was driven by robust crypto trading on the platform.</p><p><blockquote>Venmo 在 2021 年第二季度的表现是由该平台上强劲的加密货币交易推动的。</blockquote></p><p> Also, PayPal's Buy Now, Pay Later is resonating with consumers and merchants with momentum accelerating sequentially from Q1 2021 to Q2 by 50%.</p><p><blockquote>此外，PayPal 的“先买后付”正在引起消费者和商家的共鸣，从 2021 年第一季度到第二季度，势头连续加速 50%。</blockquote></p><p> Altogether, despite investing in different products launches, PayPal still generates strong free cash flows.</p><p><blockquote>总而言之，尽管投资于不同的产品发布，PayPal仍然产生了强劲的自由现金流。</blockquote></p><p> <b>PayPal is a Free Cash Flow Machine</b></p><p><blockquote><b>PayPal是一台自由现金流机器</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/bf0733d4c917e606b41fdf9a31c91d13\" tg-width=\"322\" tg-height=\"364\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> During Q2 2021, PayPal's free cash flow was down 33% y/y to $1 billion. Obviously, when taken together with its lackluster top-line growth rate during Q2 2021 this doesn't paint a particularly impressive picture of PayPal's performance.</p><p><blockquote>2021 年第二季度，PayPal 的自由现金流同比下降 33%，至 10 亿美元。显然，当与 2021 年第二季度黯淡的营收增长率相结合时，这并不能描绘出 PayPal 特别令人印象深刻的业绩图景。</blockquote></p><p> On the other hand, consistent with its previous two quarters, PayPal once more reaffirmed its free cash flow guidance for $5 billion in 2021. Demonstrating that aside from the impact of eBay's migration, PayPal's free cash flow performance in 2021 remains unchanged from the start of the year.</p><p><blockquote>另一方面，与前两个季度一致，PayPal再次重申了2021年50亿美元的自由现金流指引。这表明，除了易贝迁移的影响之外，PayPal 2021年的自由现金流表现与年初相比保持不变。</blockquote></p><p> <b>Valuation - Not Expensively Valued</b></p><p><blockquote><b>估值-估值不高</b></blockquote></p><p> High-quality stocks rarely come cheaply towards the end of a very long bull market.</p><p><blockquote>在漫长的牛市即将结束时，优质股票很少会变得便宜。</blockquote></p><p> In a market where many companies are highly unprofitable and with middle-of-the-road revenue growth rates, PayPal is not only growing by 20% CAGR this year, but it's expected to grow at an even faster rate<i>next year</i>, while also generating ample free cash flow.</p><p><blockquote>在许多公司高度无利可图且收入增长率处于中等水平的市场中，PayPal今年不仅复合年增长率达到 20%，而且预计还会以更快的速度增长<i>明年</i>，同时还产生充足的自由现金流。</blockquote></p><p> There aren't too many companies out there as entrenched as PayPal in fintech priced at 74x free cash flow.</p><p><blockquote>像PayPal这样在金融科技领域根深蒂固、定价为 74 倍自由现金流的公司并不多。</blockquote></p><p> On the surface, this may appear expensive, but readers should keep in mind that this is free cash flows and not a sales multiple.</p><p><blockquote>从表面上看，这可能看起来很昂贵，但读者应该记住，这是自由现金流，而不是销售倍数。</blockquote></p><p> Meanwhile, for context, on a sales multiple, PayPal trades at 13x sales.</p><p><blockquote>与此同时，就销售倍数而言，PayPal的交易价格是销售额的 13 倍。</blockquote></p><p> <b>The Bottom Line</b></p><p><blockquote><b>底线</b></blockquote></p><p> PayPal's Q3 guidance took many investors by surprise, particularly given that this blue-chip household name rarely misfires. However, its underlying performance remains very strong.</p><p><blockquote>PayPal 的第三季度指引让许多投资者感到惊讶，特别是考虑到这个蓝筹股家喻户晓的名字很少失败。然而，其潜在表现仍然非常强劲。</blockquote></p><p> Given its strong free cash flow generation, and approximately mid-20s% CAGR expected next year, I believe that this stock is cheaply valued at just 13x sales.</p><p><blockquote>鉴于其强劲的自由现金流产生，以及预计明年约 20% 的复合年增长率，我相信这只股票的估值很便宜，仅为销售额的 13 倍。</blockquote></p><p> However, since there are so many high-growth small-cap stocks that are now heavily into correction territory, I believe that there are even better investment opportunities elsewhere.</p><p><blockquote>然而，由于现在有如此多的高增长小盘股正在大量进入回调区域，我相信其他地方还有更好的投资机会。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4442390-paypal-q2-2021-earnings-results-looking-beyond-ebay-impact\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PYPL":"PayPal"},"source_url":"https://seekingalpha.com/article/4442390-paypal-q2-2021-earnings-results-looking-beyond-ebay-impact","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198546715","content_text":"Summary\n\nPayPal's Q3 2021 guidance took investors by surprise.\nPayPal contends that asides from eBay Marketplace's migration off PayPal, its underlying business is performing very strongly.\nPayPal is priced at 13x sales. This is very attractively priced for such an entrenched high-quality payment solution platform.\n\nJasonDoiy/iStock Unreleased via Getty Images\nInvestment Thesis\nPayPal's (PYPL) guidance for Q3 is pointing towards a marked deceleration where its revenues are expected to grow approximately 14% y/y. However, this is predominantly due to eBay (EBAY) Marketplace exiting PayPal's platform.\nFor context, this will be a meaningful headwind of approximately 850 basis points during Q3, and it will slowly reduce its impact during Q4 2021.\nHowever, putting aside eBay's impact, PayPal's core operations remain strong and PayPal is still expected to grow by 20% this year,includinge Bay's headwind.\nWhat's more, PayPal is expected to bring in $5 billion of free cash flow this year, putting the stock trading at 74x free cash flow.\nIn short, investors have no reason to be dissatisfied with this quarter's performance. PayPal is an attractive investment opportunity.\nInvestor Sentiment Going Into Earnings\nData by YCharts\nAs you can see above, contrary to countless other fast-growing names, PayPal had actually had a very strong run-up in its shares since May.\nHence, given this backdrop where investors had such high expectations from PayPal, any mishap during the quarter was obviously going to take the share price down.\nNow, let's get into its results.\nRevenue Growth Rates Slow Down, With a But\n\nThe big takeaway is that PayPal is reaffirming its guidance for 20% y/y in 2021. Having said that, the elephant in the room is that Q2 2021 saw just 19% y/y revenue growth rates.\nGiven that during Q1 its revenue had just grown by its fastest rate in PayPal's history, investors were minimally expecting PayPal to continue that momentum and shine this quarter. After all, this is a company that has a long history of delivering positive results and easily beating its guidance.\nAt the core of the after-hours reaction, we have to keep in mind that this is a company that buy-and-hold investors perceived as ''safe'' and one that ''shouldn't'' have negative surprises.\nHence, this rare weak quarter is more likely than not to be met by not only heavy selling in the coming days, and I fully suspect that the media will all over this stock reporting how PayPal has lost its flow.\nPayPal's CEO Dan Schulman points out that eBay was a headwind for PayPal during the quarter as eBay Marketplaces stopped being served by PayPal.\nWhat's more, PayPal declares that eBay Marketplaces accounted for roughly 8% revenue growth rate headwind, which is particularly noticeable given the strong performance in the same period a year ago.\n\nThis is what PayPal's CFO John Rainey said during the call:\n\nSo last year in the second quarter, we grew revenue 22%, and in that number, there was a benefit of 5 percentage points of growth from eBay. So 22% revenue growth for 5 percentage points of benefit from eBay. This year in the second quarter, we grew revenue 19% and that number included 800 or 8 percentage points of headwind related to eBay's business.\n\nLooking ahead, PayPal highlighted during the call that by year-end, eBay's total payment volume (''TPV'') will account for just 2.5% of PayPal TPV by year-end.\nWhat's more, during Q2 2021, putting aside eBay's headwind, PayPal's revenue would have been up 32% y/y. Given that eBay will have migrated to its own payment solutions by Q4 2021, investors won't have to be patient too long until PayPal is once again reporting strong revenue growth rates.\nIndeed, asides from eBay there's a lot to be attracted to here.\nPayPal's Diverse Product Portfolio in 2021\nThe biggest launch during the quarter was Zettle in the U.S. This is a digital point-of-sale card payment solution. Although it arrives into a very crowded space arguably a little late in the game.\nHaving said that, Venmo was also a latecomer to the digital wallet space and that hasn't stopped Venmo's performance in Q2 2021 growing its total payment volume by 58% y/y to $58 billion. This translated into Venmo increasing its revenues by 70% y/y.\nVenmo's performance during Q2 2021 was driven by robust crypto trading on the platform.\nAlso, PayPal's Buy Now, Pay Later is resonating with consumers and merchants with momentum accelerating sequentially from Q1 2021 to Q2 by 50%.\nAltogether, despite investing in different products launches, PayPal still generates strong free cash flows.\nPayPal is a Free Cash Flow Machine\n\nDuring Q2 2021, PayPal's free cash flow was down 33% y/y to $1 billion. Obviously, when taken together with its lackluster top-line growth rate during Q2 2021 this doesn't paint a particularly impressive picture of PayPal's performance.\nOn the other hand, consistent with its previous two quarters, PayPal once more reaffirmed its free cash flow guidance for $5 billion in 2021. Demonstrating that aside from the impact of eBay's migration, PayPal's free cash flow performance in 2021 remains unchanged from the start of the year.\nValuation - Not Expensively Valued\nHigh-quality stocks rarely come cheaply towards the end of a very long bull market.\nIn a market where many companies are highly unprofitable and with middle-of-the-road revenue growth rates, PayPal is not only growing by 20% CAGR this year, but it's expected to grow at an even faster ratenext year, while also generating ample free cash flow.\nThere aren't too many companies out there as entrenched as PayPal in fintech priced at 74x free cash flow.\nOn the surface, this may appear expensive, but readers should keep in mind that this is free cash flows and not a sales multiple.\nMeanwhile, for context, on a sales multiple, PayPal trades at 13x sales.\nThe Bottom Line\nPayPal's Q3 guidance took many investors by surprise, particularly given that this blue-chip household name rarely misfires. However, its underlying performance remains very strong.\nGiven its strong free cash flow generation, and approximately mid-20s% CAGR expected next year, I believe that this stock is cheaply valued at just 13x sales.\nHowever, since there are so many high-growth small-cap stocks that are now heavily into correction territory, I believe that there are even better investment opportunities elsewhere.","news_type":1,"symbols_score_info":{"PYPL":0.9}},"isVote":1,"tweetType":1,"viewCount":479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114695911,"gmtCreate":1623071025333,"gmtModify":1634037303455,"author":{"id":"3576295596635298","authorId":"3576295596635298","name":"WjsdSGTi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576295596635298","authorIdStr":"3576295596635298"},"themes":[],"title":"","htmlText":"Still high","listText":"Still high","text":"Still high","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/114695911","repostId":"1186932082","repostType":4,"isVote":1,"tweetType":1,"viewCount":815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802064819,"gmtCreate":1627700151531,"gmtModify":1633756979218,"author":{"id":"3576295596635298","authorId":"3576295596635298","name":"WjsdSGTi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576295596635298","authorIdStr":"3576295596635298"},"themes":[],"title":"","htmlText":"Down","listText":"Down","text":"Down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/802064819","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881097999,"gmtCreate":1631280430211,"gmtModify":1631889101156,"author":{"id":"3576295596635298","authorId":"3576295596635298","name":"WjsdSGTi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576295596635298","authorIdStr":"3576295596635298"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/881097999","repostId":"2166237337","repostType":4,"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":871611632,"gmtCreate":1637062774737,"gmtModify":1637062775055,"author":{"id":"3576295596635298","authorId":"3576295596635298","name":"WjsdSGTi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576295596635298","authorIdStr":"3576295596635298"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/871611632","repostId":"2183200781","repostType":4,"isVote":1,"tweetType":1,"viewCount":752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866899935,"gmtCreate":1632751463027,"gmtModify":1632798100572,"author":{"id":"3576295596635298","authorId":"3576295596635298","name":"WjsdSGTi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576295596635298","authorIdStr":"3576295596635298"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/866899935","repostId":"1127544413","repostType":4,"repost":{"id":"1127544413","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":1632750372,"share":"https://www.laohunote.com/m/news/1127544413?lang=zh_CN&edition=full","pubTime":"2021-09-27 21:46","market":"us","language":"en","title":"Airline,Cruise Line,Oil and banking stocks bucked the trend on Monday<blockquote>航空、邮轮、石油和银行股周一逆势而上</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127544413","media":"Tiger Newspress","summary":"Airline,Cruise Line,Oil and banking stocks bucked the trend on Monday.","content":"<p>Airline,Cruise Line,Oil and banking stocks bucked the trend on Monday.</p><p><blockquote>周一，航空、邮轮、石油和银行股逆势而上。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/333683cbc1ca85e6f8f166ec8fcfa9e6\" tg-width=\"409\" tg-height=\"482\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/03df53525e4e7af666b084d2620f8d86\" tg-width=\"415\" tg-height=\"177\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/903ccee3a8cbf95a2a0d6cfa2a45af4b\" tg-width=\"408\" tg-height=\"599\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/137048ca7d65088080e3298944dd1176\" tg-width=\"407\" tg-height=\"719\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Airline,Cruise Line,Oil and banking stocks bucked the trend on Monday<blockquote>航空、邮轮、石油和银行股周一逆势而上</blockquote></title>\n<style 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#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\">\nAirline,Cruise Line,Oil and banking stocks bucked the trend on Monday<blockquote>航空、邮轮、石油和银行股周一逆势而上</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\">2021-09-27 21:46</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Airline,Cruise Line,Oil and banking stocks bucked the trend on Monday.</p><p><blockquote>周一，航空、邮轮、石油和银行股逆势而上。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/333683cbc1ca85e6f8f166ec8fcfa9e6\" tg-width=\"409\" tg-height=\"482\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/03df53525e4e7af666b084d2620f8d86\" tg-width=\"415\" tg-height=\"177\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/903ccee3a8cbf95a2a0d6cfa2a45af4b\" tg-width=\"408\" tg-height=\"599\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/137048ca7d65088080e3298944dd1176\" tg-width=\"407\" tg-height=\"719\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAL":"美国航空","OXY":"西方石油","ALK":"阿拉斯加航空集团有限公司","TD":"道明银行","CVX":"雪佛龙","CCL":"嘉年华邮轮","COP":"康菲石油","XOM":"埃克森美孚","RCL":"皇家加勒比邮轮","BP":"英国石油","MS":"摩根士丹利","CPE":"卡隆石油","JPM":"摩根大通","HAL":"哈里伯顿","SAVE":"Spirit Airlines","LUV":"西南航空","JBLU":"捷蓝航空","RDS.A":"荷兰皇家壳牌石油A类股","DAL":"达美航空","C":"花旗","WFC":"富国银行","NCLH":"挪威邮轮","BA":"波音","SLB":"斯伦贝谢","GS":"高盛","BAC":"美国银行"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127544413","content_text":"Airline,Cruise Line,Oil and banking stocks bucked the trend on Monday.","news_type":1,"symbols_score_info":{"GS":0.9,"NCLH":0.9,"OXY":0.9,"C":0.9,"WFC":0.9,"RCL":0.9,"BAC":0.9,"TD":0.9,"XOM":0.9,"BP":0.9,"CCL":0.9,"CVX":0.9,"CLR":0.9,"HAL":0.9,"COP":0.9,"ALK":0.9,"JPM":0.9,"MS":0.9,"AAL":0.9,"JBLU":0.9,"RDS.A":0.9,"BA":0.9,"CPE":0.9,"DAL":0.9,"SAVE":0.9,"LUV":0.9,"SLB":0.9}},"isVote":1,"tweetType":1,"viewCount":770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":817815960,"gmtCreate":1630930887450,"gmtModify":1631891526000,"author":{"id":"3576295596635298","authorId":"3576295596635298","name":"WjsdSGTi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576295596635298","authorIdStr":"3576295596635298"},"themes":[],"title":"","htmlText":"Rtate","listText":"Rtate","text":"Rtate","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/817815960","repostId":"1143325200","repostType":4,"repost":{"id":"1143325200","kind":"news","pubTimestamp":1630882610,"share":"https://www.laohunote.com/m/news/1143325200?lang=zh_CN&edition=full","pubTime":"2021-09-06 06:56","market":"us","language":"en","title":"GameStop, Moderna, Home Depot, Kroger, and Other Stocks for Investors to Watch This Week<blockquote>游戏驿站、Moderna、家得宝、克罗格等投资者本周值得关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143325200","media":"Barrons","summary":"U.S. stock and bond markets are closed on Monday for Labor Day. The holiday-shortened week then feat","content":"<p>U.S. stock and bond markets are closed on Monday for Labor Day. The holiday-shortened week then features several notable company updates and economic data releases.</p><p><blockquote>美国股市和债券市场周一因劳动节休市。假期缩短的一周将发布几项值得注意的公司更新和经济数据。</blockquote></p><p> GameStop and Lululemon Athletica release quarterly results on Wednesday, followed by International Paper on Thursday and Kroger on Friday. Analog Devices—fresh off of its&nbsp;$21 billion acquisition of Maxim Integrated Products—will host an investor day on Wednesday. Moderna, Danaher, and Home Depot managements will also speak with investors on Thursday. Finally, Albemarle&nbsp;hosts&nbsp;an investor day on Friday.</p><p><blockquote>游戏驿站和Lululemon Athletica将于周三发布季度业绩，随后是周四的国际报纸和周五的克罗格。Analog Devices刚刚以210亿美元收购Maxim Integrated Products，将于周三举办投资者日活动。Moderna、丹纳赫和家得宝管理层也将于周四与投资者进行交谈。最后，雅宝将于周五举办投资者日活动。</blockquote></p><p> The economic data highlight of the week will be Friday’s August producer price index from the Bureau of Labor Statistics. Economists’ consensus estimate is for a 0.6% monthly rise in the headline index, and a 0.5% increase for the core PPI—which leaves out more volatile food and energy prices. Both the core and headline indexes rose 1% in July. The August consumer price index will be out the following week, on Sept. 14.</p><p><blockquote>本周的经济数据亮点将是周五美国劳工统计局公布的 8 月份生产者价格指数。经济学家的一致估计是，总体指数每月上涨 0.6%，核心 PPI 每月上涨 0.5%，这不包括波动性更大的食品和能源价格。7 月份核心指数和总体指数均上涨 1%。8 月份消费者价格指数将于下周，即 9 月 14 日公布。</blockquote></p><p> On Tuesday, the Federal Reserve will release its latest beige book, full of updates on economic, hiring, and business conditions in each of the dozen central bank districts. The European Central Bank also announces a monetary-policy decision on Thursday, but is widely expected to hold its target interest rate at its current level of negative 0.5%.</p><p><blockquote>周二，美联储将发布最新的褐皮书，其中包含十几个央行辖区的经济、招聘和商业状况的最新信息。欧洲央行周四也将宣布货币政策决定，但外界普遍预计将把目标利率维持在当前负0.5%的水平。</blockquote></p><p> <b>Monday 9/6</b></p><p><blockquote><b>9/6星期一</b></blockquote></p><p> Stock and fixed-income markets are closed in observance of Labor Day.</p><p><blockquote>股票和固定收益市场因劳动节休市。</blockquote></p><p> <b>Tuesday 9/7</b></p><p><blockquote><b>星期二 9/7</b></blockquote></p><p> Casey’s General Stores and Coupa Software announce earnings.</p><p><blockquote>Casey's General Stores 和 Coupa Software 公布财报。</blockquote></p><p> <b>Wednesday 9/8</b></p><p><blockquote><b>星期三 9/8</b></blockquote></p><p> Copart, GameStop, and Lululemon Athletica release quarterly results.</p><p><blockquote>Copart、游戏驿站和Lululemon Athletica发布季度业绩。</blockquote></p><p> Analog Devices hosts a conference call to discuss its capital-allocation plans and update its outlook for fiscal 2021. The company recently closed its $21 billion acquisition of Maxim Integrated Products.</p><p><blockquote>Analog Devices 召开电话会议，讨论其资本分配计划并更新其 2021 财年展望。该公司最近完成了对 Maxim Integrated Products 的 210 亿美元收购。</blockquote></p><p> Global Payments, Johnson Controls International, and ResMed hold virtual investor days.</p><p><blockquote>Global Payments、江森自控国际公司和瑞思迈公司举办虚拟投资者日。</blockquote></p><p> The Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. Consensus estimate is for 10 million job openings on the last business day of July. In June, there were 10.1 million openings, the fourth consecutive monthly record.</p><p><blockquote>劳工统计局发布职位空缺和劳动力流动调查。普遍估计7月最后一个工作日将有1000万个职位空缺。6月份，开业人数为1010万人，连续第四个月创纪录。</blockquote></p><p> The Federal Reserve reports consumer credit data for July. Total outstanding consumer debt increased by $37.7 billion to a record $4.32 trillion in June. For the second quarter, consumer credit rose at a seasonally adjusted annual rate of 8.8%, reflecting pent-up demand.</p><p><blockquote>美联储报告7月份消费信贷数据。6 月份未偿消费者债务总额增加 377 亿美元，达到创纪录的 4.32 万亿美元。第二季度，经季节性调整后的消费信贷年率为 8.8%，反映了被压抑的需求。</blockquote></p><p> The Federal Reserve releases the beige book for the sixth of eight times this year. The report summarizes current economic conditions among the 12 Federal Reserve districts.</p><p><blockquote>美联储今年八次中的第六次发布褐皮书。该报告总结了12个美联储区当前的经济状况。</blockquote></p><p> <b>Thursday 9/9</b></p><p><blockquote><b>星期四 9/9</b></blockquote></p><p> Home Depot hosts a conference call to discuss its ESG strategy, led by Ron Jarvis, the company’s chief sustainability officer.</p><p><blockquote>家得宝（Home Depot）召开了一次电话会议，讨论其 ESG 战略，由公司首席可持续发展官罗恩-贾维斯（Ron Jarvis）主持。</blockquote></p><p> Moderna hosts its fifth annual R&amp;D day to discuss vaccines in the company’s pipeline. CEO Stéphane Bancel will be among the presenters.</p><p><blockquote>Moderna 举办第五届年度研发日，讨论公司正在研发的疫苗。首席执行官 Stéphane Bancel 将是演讲者之一。</blockquote></p><p> Danaher holds an investor and analyst meeting, hosted by its CEO Rainer Blair.</p><p><blockquote>丹纳赫召开投资者和分析师会议，由其首席执行官雷纳·布莱尔主持。</blockquote></p><p> International Paper, Synchrony Financial, and Willis Towers Watson hold investor days.</p><p><blockquote>国际纸业、Synchrony Financial 和 Willis Towers Watson 举办投资者日。</blockquote></p><p> The European Central Bank announces its monetary-policy decision. The ECB is expected to keep its key interest rate unchanged at minus 0.5%.</p><p><blockquote>欧洲央行宣布货币政策决定。欧洲央行预计将维持关键利率在负0.5%不变。</blockquote></p><p> The Department of Labor reports initial jobless claims for the week ending on Sept. 4. In August, claims averaged 355,000 a week, the lowest since the pandemic’s onset. This will also be the last week that the extra $300 from federal enhanced unemployment benefits is available. They are set to expire by Sept. 6.</p><p><blockquote>劳工部报告了截至 9 月 4 日当周的首次申请失业救济人数。8 月份，平均每周申请人数为 35.5 万人，是大流行病爆发以来的最低水平。这也将是联邦增强失业救济金额外300美元发放的最后一周。它们将于9月6日到期。</blockquote></p><p> <b>Friday 9/10</b></p><p><blockquote><b>9/10星期五</b></blockquote></p><p> The BLS reports the producer price index for August. Economists forecast a 0.6% monthly rise along with a 0.5% increase for the core PPI, which excludes volatile food and energy prices. Both jumped 1% in July.</p><p><blockquote>BLS报告8月份生产者价格指数。经济学家预测核心 PPI 将每月上涨 0.6%，核心 PPI 将上涨 0.5%，其中不包括波动较大的食品和能源价格。7 月份两者均上涨 1%。</blockquote></p><p> Kroger holds a conference calls to discuss earnings.</p><p><blockquote>克罗格评级召开会议讨论盈利。</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>GameStop, Moderna, Home Depot, Kroger, and Other Stocks for Investors to Watch This Week<blockquote>游戏驿站、Moderna、家得宝、克罗格等投资者本周值得关注的股票</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\">\nGameStop, Moderna, Home Depot, Kroger, and Other Stocks for Investors to Watch This Week<blockquote>游戏驿站、Moderna、家得宝、克罗格等投资者本周值得关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-09-06 06:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>U.S. stock and bond markets are closed on Monday for Labor Day. The holiday-shortened week then features several notable company updates and economic data releases.</p><p><blockquote>美国股市和债券市场周一因劳动节休市。假期缩短的一周将发布几项值得注意的公司更新和经济数据。</blockquote></p><p> GameStop and Lululemon Athletica release quarterly results on Wednesday, followed by International Paper on Thursday and Kroger on Friday. Analog Devices—fresh off of its&nbsp;$21 billion acquisition of Maxim Integrated Products—will host an investor day on Wednesday. Moderna, Danaher, and Home Depot managements will also speak with investors on Thursday. Finally, Albemarle&nbsp;hosts&nbsp;an investor day on Friday.</p><p><blockquote>游戏驿站和Lululemon Athletica将于周三发布季度业绩，随后是周四的国际报纸和周五的克罗格。Analog Devices刚刚以210亿美元收购Maxim Integrated Products，将于周三举办投资者日活动。Moderna、丹纳赫和家得宝管理层也将于周四与投资者进行交谈。最后，雅宝将于周五举办投资者日活动。</blockquote></p><p> The economic data highlight of the week will be Friday’s August producer price index from the Bureau of Labor Statistics. Economists’ consensus estimate is for a 0.6% monthly rise in the headline index, and a 0.5% increase for the core PPI—which leaves out more volatile food and energy prices. Both the core and headline indexes rose 1% in July. The August consumer price index will be out the following week, on Sept. 14.</p><p><blockquote>本周的经济数据亮点将是周五美国劳工统计局公布的 8 月份生产者价格指数。经济学家的一致估计是，总体指数每月上涨 0.6%，核心 PPI 每月上涨 0.5%，这不包括波动性更大的食品和能源价格。7 月份核心指数和总体指数均上涨 1%。8 月份消费者价格指数将于下周，即 9 月 14 日公布。</blockquote></p><p> On Tuesday, the Federal Reserve will release its latest beige book, full of updates on economic, hiring, and business conditions in each of the dozen central bank districts. The European Central Bank also announces a monetary-policy decision on Thursday, but is widely expected to hold its target interest rate at its current level of negative 0.5%.</p><p><blockquote>周二，美联储将发布最新的褐皮书，其中包含十几个央行辖区的经济、招聘和商业状况的最新信息。欧洲央行周四也将宣布货币政策决定，但外界普遍预计将把目标利率维持在当前负0.5%的水平。</blockquote></p><p> <b>Monday 9/6</b></p><p><blockquote><b>9/6星期一</b></blockquote></p><p> Stock and fixed-income markets are closed in observance of Labor Day.</p><p><blockquote>股票和固定收益市场因劳动节休市。</blockquote></p><p> <b>Tuesday 9/7</b></p><p><blockquote><b>星期二 9/7</b></blockquote></p><p> Casey’s General Stores and Coupa Software announce earnings.</p><p><blockquote>Casey's General Stores 和 Coupa Software 公布财报。</blockquote></p><p> <b>Wednesday 9/8</b></p><p><blockquote><b>星期三 9/8</b></blockquote></p><p> Copart, GameStop, and Lululemon Athletica release quarterly results.</p><p><blockquote>Copart、游戏驿站和Lululemon Athletica发布季度业绩。</blockquote></p><p> Analog Devices hosts a conference call to discuss its capital-allocation plans and update its outlook for fiscal 2021. The company recently closed its $21 billion acquisition of Maxim Integrated Products.</p><p><blockquote>Analog Devices 召开电话会议，讨论其资本分配计划并更新其 2021 财年展望。该公司最近完成了对 Maxim Integrated Products 的 210 亿美元收购。</blockquote></p><p> Global Payments, Johnson Controls International, and ResMed hold virtual investor days.</p><p><blockquote>Global Payments、江森自控国际公司和瑞思迈公司举办虚拟投资者日。</blockquote></p><p> The Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. Consensus estimate is for 10 million job openings on the last business day of July. In June, there were 10.1 million openings, the fourth consecutive monthly record.</p><p><blockquote>劳工统计局发布职位空缺和劳动力流动调查。普遍估计7月最后一个工作日将有1000万个职位空缺。6月份，开业人数为1010万人，连续第四个月创纪录。</blockquote></p><p> The Federal Reserve reports consumer credit data for July. Total outstanding consumer debt increased by $37.7 billion to a record $4.32 trillion in June. For the second quarter, consumer credit rose at a seasonally adjusted annual rate of 8.8%, reflecting pent-up demand.</p><p><blockquote>美联储报告7月份消费信贷数据。6 月份未偿消费者债务总额增加 377 亿美元，达到创纪录的 4.32 万亿美元。第二季度，经季节性调整后的消费信贷年率为 8.8%，反映了被压抑的需求。</blockquote></p><p> The Federal Reserve releases the beige book for the sixth of eight times this year. The report summarizes current economic conditions among the 12 Federal Reserve districts.</p><p><blockquote>美联储今年八次中的第六次发布褐皮书。该报告总结了12个美联储区当前的经济状况。</blockquote></p><p> <b>Thursday 9/9</b></p><p><blockquote><b>星期四 9/9</b></blockquote></p><p> Home Depot hosts a conference call to discuss its ESG strategy, led by Ron Jarvis, the company’s chief sustainability officer.</p><p><blockquote>家得宝（Home Depot）召开了一次电话会议，讨论其 ESG 战略，由公司首席可持续发展官罗恩-贾维斯（Ron Jarvis）主持。</blockquote></p><p> Moderna hosts its fifth annual R&amp;D day to discuss vaccines in the company’s pipeline. CEO Stéphane Bancel will be among the presenters.</p><p><blockquote>Moderna 举办第五届年度研发日，讨论公司正在研发的疫苗。首席执行官 Stéphane Bancel 将是演讲者之一。</blockquote></p><p> Danaher holds an investor and analyst meeting, hosted by its CEO Rainer Blair.</p><p><blockquote>丹纳赫召开投资者和分析师会议，由其首席执行官雷纳·布莱尔主持。</blockquote></p><p> International Paper, Synchrony Financial, and Willis Towers Watson hold investor days.</p><p><blockquote>国际纸业、Synchrony Financial 和 Willis Towers Watson 举办投资者日。</blockquote></p><p> The European Central Bank announces its monetary-policy decision. The ECB is expected to keep its key interest rate unchanged at minus 0.5%.</p><p><blockquote>欧洲央行宣布货币政策决定。欧洲央行预计将维持关键利率在负0.5%不变。</blockquote></p><p> The Department of Labor reports initial jobless claims for the week ending on Sept. 4. In August, claims averaged 355,000 a week, the lowest since the pandemic’s onset. This will also be the last week that the extra $300 from federal enhanced unemployment benefits is available. They are set to expire by Sept. 6.</p><p><blockquote>劳工部报告了截至 9 月 4 日当周的首次申请失业救济人数。8 月份，平均每周申请人数为 35.5 万人，是大流行病爆发以来的最低水平。这也将是联邦增强失业救济金额外300美元发放的最后一周。它们将于9月6日到期。</blockquote></p><p> <b>Friday 9/10</b></p><p><blockquote><b>9/10星期五</b></blockquote></p><p> The BLS reports the producer price index for August. Economists forecast a 0.6% monthly rise along with a 0.5% increase for the core PPI, which excludes volatile food and energy prices. Both jumped 1% in July.</p><p><blockquote>BLS报告8月份生产者价格指数。经济学家预测核心 PPI 将每月上涨 0.6%，核心 PPI 将上涨 0.5%，其中不包括波动较大的食品和能源价格。7 月份两者均上涨 1%。</blockquote></p><p> Kroger holds a conference calls to discuss earnings.</p><p><blockquote>克罗格评级召开会议讨论盈利。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/gamestop-moderna-home-depot-kroger-and-other-stocks-for-investors-to-watch-this-week-51630853023?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":{".DJI":"道琼斯","KR":"克罗格",".IXIC":"NASDAQ Composite","MRNA":"Moderna, Inc.","HD":"家得宝","GME":"游戏驿站",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/gamestop-moderna-home-depot-kroger-and-other-stocks-for-investors-to-watch-this-week-51630853023?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143325200","content_text":"U.S. stock and bond markets are closed on Monday for Labor Day. The holiday-shortened week then features several notable company updates and economic data releases.\nGameStop and Lululemon Athletica release quarterly results on Wednesday, followed by International Paper on Thursday and Kroger on Friday. Analog Devices—fresh off of its $21 billion acquisition of Maxim Integrated Products—will host an investor day on Wednesday. Moderna, Danaher, and Home Depot managements will also speak with investors on Thursday. Finally, Albemarle hosts an investor day on Friday.\nThe economic data highlight of the week will be Friday’s August producer price index from the Bureau of Labor Statistics. Economists’ consensus estimate is for a 0.6% monthly rise in the headline index, and a 0.5% increase for the core PPI—which leaves out more volatile food and energy prices. Both the core and headline indexes rose 1% in July. The August consumer price index will be out the following week, on Sept. 14.\nOn Tuesday, the Federal Reserve will release its latest beige book, full of updates on economic, hiring, and business conditions in each of the dozen central bank districts. The European Central Bank also announces a monetary-policy decision on Thursday, but is widely expected to hold its target interest rate at its current level of negative 0.5%.\nMonday 9/6\nStock and fixed-income markets are closed in observance of Labor Day.\nTuesday 9/7\nCasey’s General Stores and Coupa Software announce earnings.\nWednesday 9/8\nCopart, GameStop, and Lululemon Athletica release quarterly results.\nAnalog Devices hosts a conference call to discuss its capital-allocation plans and update its outlook for fiscal 2021. The company recently closed its $21 billion acquisition of Maxim Integrated Products.\nGlobal Payments, Johnson Controls International, and ResMed hold virtual investor days.\nThe Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. Consensus estimate is for 10 million job openings on the last business day of July. In June, there were 10.1 million openings, the fourth consecutive monthly record.\nThe Federal Reserve reports consumer credit data for July. Total outstanding consumer debt increased by $37.7 billion to a record $4.32 trillion in June. For the second quarter, consumer credit rose at a seasonally adjusted annual rate of 8.8%, reflecting pent-up demand.\nThe Federal Reserve releases the beige book for the sixth of eight times this year. The report summarizes current economic conditions among the 12 Federal Reserve districts.\nThursday 9/9\nHome Depot hosts a conference call to discuss its ESG strategy, led by Ron Jarvis, the company’s chief sustainability officer.\nModerna hosts its fifth annual R&D day to discuss vaccines in the company’s pipeline. CEO Stéphane Bancel will be among the presenters.\nDanaher holds an investor and analyst meeting, hosted by its CEO Rainer Blair.\nInternational Paper, Synchrony Financial, and Willis Towers Watson hold investor days.\nThe European Central Bank announces its monetary-policy decision. The ECB is expected to keep its key interest rate unchanged at minus 0.5%.\nThe Department of Labor reports initial jobless claims for the week ending on Sept. 4. In August, claims averaged 355,000 a week, the lowest since the pandemic’s onset. This will also be the last week that the extra $300 from federal enhanced unemployment benefits is available. They are set to expire by Sept. 6.\nFriday 9/10\nThe BLS reports the producer price index for August. Economists forecast a 0.6% monthly rise along with a 0.5% increase for the core PPI, which excludes volatile food and energy prices. Both jumped 1% in July.\nKroger holds a conference calls to discuss earnings.","news_type":1,"symbols_score_info":{"GME":0.9,".DJI":0.9,"HD":0.9,"KR":0.9,"MRNA":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890941516,"gmtCreate":1628079639335,"gmtModify":1633753817557,"author":{"id":"3576295596635298","authorId":"3576295596635298","name":"WjsdSGTi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576295596635298","authorIdStr":"3576295596635298"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/890941516","repostId":"1187165636","repostType":4,"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145807718,"gmtCreate":1626214644234,"gmtModify":1631884081818,"author":{"id":"3576295596635298","authorId":"3576295596635298","name":"WjsdSGTi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576295596635298","authorIdStr":"3576295596635298"},"themes":[],"title":"","htmlText":"New high","listText":"New high","text":"New high","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/145807718","repostId":"2151560979","repostType":4,"isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}