+关注
1Man2Stonks
A man with two stonks
IP属地:未知
494
关注
56
粉丝
0
主题
0
勋章
主贴
热门
1Man2Stonks
2021-10-25
Wow how dare
抱歉,原内容已删除
1Man2Stonks
2021-10-25
Omg really?
抱歉,原内容已删除
1Man2Stonks
2021-10-25
Nice
Gambling Ads Become the New Normal for American Sports<blockquote>赌博广告成为美国体育的新常态</blockquote>
1Man2Stonks
2021-10-25
Very nice
抱歉,原内容已删除
1Man2Stonks
2021-10-25
Buy them all
抱歉,原内容已删除
1Man2Stonks
2021-10-24
Stonk only goes up
What's Next For Snapchat's Stock After Shares Plummet?<blockquote>股价暴跌后,Snapchat 股票的下一步走势如何?</blockquote>
1Man2Stonks
2021-10-24
Nice
Disney Stock: Wall Street Is Cautious, Should Investors Worry?<blockquote>迪士尼股票:华尔街谨慎,投资者应该担心吗?</blockquote>
1Man2Stonks
2021-10-24
Nice palantir to the moon
Palantir Stock Price Prediction: Outlook After U.S. Army Selection<blockquote>Palantir 股价预测:美国陆军选择后的展望</blockquote>
1Man2Stonks
2021-10-24
Omg what happened
抱歉,原内容已删除
1Man2Stonks
2021-10-24
Go go Google
抱歉,原内容已删除
1Man2Stonks
2021-10-23
Nice
抱歉,原内容已删除
1Man2Stonks
2021-10-23
Omg nice
US IPO Weekly Recap: Portillo’s gains 87% in an 11 IPO week<blockquote>美国 IPO 每周回顾: Portillo 在 IPO 第 11 周上涨 87%</blockquote>
1Man2Stonks
2021-10-23
Moon next
Tesla Stock Closed Above $900 for First Time. What Could Come Next.<blockquote>特斯拉股价首次收于 900 美元以上。接下来会发生什么。</blockquote>
1Man2Stonks
2021-10-23
Sure can
Apple faces supply-chain issues, but can its buying power keep earnings on track?<blockquote>苹果面临供应链问题,但其购买力能否保持盈利步入正轨?</blockquote>
1Man2Stonks
2021-10-22
Gg I like Intel
抱歉,原内容已删除
1Man2Stonks
2021-10-22
Omg he's back
抱歉,原内容已删除
1Man2Stonks
2021-10-22
Go go stonk
抱歉,原内容已删除
1Man2Stonks
2021-10-22
Wow to the moon
抱歉,原内容已删除
1Man2Stonks
2021-10-21
Yeah Elon san the best
Tesla beats Q3 revenue estimates but supply-chain problems impacting factories<blockquote>特斯拉第三季度收入超出预期,但供应链问题影响工厂</blockquote>
1Man2Stonks
2021-10-21
Omg to the moon
抱歉,原内容已删除
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3576990637797737","uuid":"3576990637797737","gmtCreate":1613898294469,"gmtModify":1623902233782,"name":"1Man2Stonks","pinyin":"1man2stonks","introduction":"","introductionEn":"","signature":"A man with two stonks","avatar":"https://static.tigerbbs.com/2c93182b4ac6670e37860fa9cbdfd2d4","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":56,"headSize":494,"tweetSize":856,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖(非转发)","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.04.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"80.73%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"60.05%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":858440610,"gmtCreate":1635118477374,"gmtModify":1635118478339,"author":{"id":"3576990637797737","authorId":"3576990637797737","name":"1Man2Stonks","avatar":"https://static.tigerbbs.com/2c93182b4ac6670e37860fa9cbdfd2d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576990637797737","idStr":"3576990637797737"},"themes":[],"title":"","htmlText":"Wow how dare","listText":"Wow how dare","text":"Wow how dare","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858440610","repostId":"1133188669","repostType":4,"isVote":1,"tweetType":1,"viewCount":4032,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858457563,"gmtCreate":1635118452855,"gmtModify":1635118453857,"author":{"id":"3576990637797737","authorId":"3576990637797737","name":"1Man2Stonks","avatar":"https://static.tigerbbs.com/2c93182b4ac6670e37860fa9cbdfd2d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576990637797737","idStr":"3576990637797737"},"themes":[],"title":"","htmlText":"Omg really?","listText":"Omg really?","text":"Omg really?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858457563","repostId":"2177412365","repostType":4,"isVote":1,"tweetType":1,"viewCount":3087,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858457170,"gmtCreate":1635118421474,"gmtModify":1635118422492,"author":{"id":"3576990637797737","authorId":"3576990637797737","name":"1Man2Stonks","avatar":"https://static.tigerbbs.com/2c93182b4ac6670e37860fa9cbdfd2d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576990637797737","idStr":"3576990637797737"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858457170","repostId":"1181887094","repostType":4,"repost":{"id":"1181887094","kind":"news","pubTimestamp":1635117701,"share":"https://www.laohunote.com/m/news/1181887094?lang=zh_CN&edition=full","pubTime":"2021-10-25 07:21","market":"us","language":"en","title":"Gambling Ads Become the New Normal for American Sports<blockquote>赌博广告成为美国体育的新常态</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1181887094","media":"The Wall Street Journal","summary":"Some regulators and industry watchdogs express concern, while sports-betting companies say advertisi","content":"<p>Some regulators and industry watchdogs express concern, while sports-betting companies say advertising is done responsibly</p><p><blockquote>一些监管机构和行业监管机构表示担忧,而体育博彩公司则表示广告是负责任的</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9c794e3bcb12cd3d16a9cc356d49f9a\" tg-width=\"1290\" tg-height=\"860\" width=\"100%\" height=\"auto\"><span>The National Football League season that started in September was a kickoff for sports-betting companies to increase ads.</span></p><p><blockquote><p class=\"t-img-caption\"><span>9月份开始的国家橄榄球联盟赛季是体育博彩公司增加广告的开始。</span></p></blockquote></p><p> The gambling industry’s deluge of sports-betting ads and free-money offers on television, radio and online, is beginning to concern regulators.</p><p><blockquote>博彩业在电视、广播和网络上铺天盖地的体育博彩广告和免费优惠开始引起监管机构的关注。</blockquote></p><p> Online gambling operators, such as DraftKings Inc. and FanDuel Group, are spending hundreds of millions of dollars, and large shares of their revenues, on marketing,putting sports wagering in front of the American consumer. The push includes celebrity-filled TV commercials, advertising on billboards and podcasts, and sponsorships such as a DraftKings logo superimposed on the pitcher’s mound of a Major League Baseball broadcast.</p><p><blockquote>DraftKings Inc. 和 FanDuel Group 等在线赌博运营商正在花费数亿美元及其大部分收入用于营销,将体育博彩摆在美国消费者面前。这些推广包括名人云集的电视广告、广告牌和播客上的广告,以及赞助,如在美国职业棒球大联盟转播的投手丘上叠加 DraftKings 的标志。</blockquote></p><p> In New Jersey, a top regulator has warned about sports-betting marketing efforts. “If the industry does not control itself, the government will step in and certainly create standards they may not want,” David Rebuck, director of the New Jersey Department of Gaming Enforcement, said during a panel discussion in September.</p><p><blockquote>在新泽西州,一位最高监管机构对体育博彩营销工作发出警告。“新泽西州博彩执法部门主管大卫-雷巴克(David Rebuck)在 9 月份的一次小组讨论中说:”如果博彩业不能自我控制,政府就会介入,肯定会制定他们可能不想要的标准。</blockquote></p><p> In Colorado, where 25 digital sports-betting operators are competing for a gambling audience, the state’s House Speaker Alec Garnett, who helped push sports-betting legislation, said he expected ads to taper off after companies make an initial grab for new customers. Still, Mr. Garnett is fielding complaints from annoyed viewers, and said he could impose restrictions on advertising similar to limits on marijuana ads in the state.</p><p><blockquote>在科罗拉多州,25 家数字体育博彩运营商正在争夺赌博受众,该州众议院议长亚历克-加内特(Alec Garnett)曾帮助推动体育博彩立法,他说,在公司初步争取新客户后,他预计广告会逐渐减少。尽管如此,加内特先生还是在处理恼怒的观众的投诉,并表示他可能会对广告实施类似于该州对大麻广告的限制的广告限制。</blockquote></p><p> “What I’m trying to figure out is, will the market solve this problem itself, or is this here to stay?” Mr. Garnett said. “I think if it’s here to stay, then at some point, for sure, there’s going to be action.”</p><p><blockquote>“我想弄清楚的是,市场会自行解决这个问题,还是会一直存在下去?”加内特先生说。“我认为,如果这种情况要持续下去,那么在某个时候,肯定会有行动的。”</blockquote></p><p> Sports-betting executives say they are sensitive to the issues around advertising, careful about drawing regulatory scrutiny, and that they plan to regulate themselves, while focusing on responsible messaging. The industry trade group American Gaming Association has issued a code of responsible marketing for sports wagering that outlines how ads must not target underage sports fans, must not be placed on toys and must include responsible gambling messages and help information. The group has an online form for the public to submit complaints, which the group forwards to operators.</p><p><blockquote>体育博彩高管表示,他们对广告问题很敏感,对吸引监管审查持谨慎态度,他们计划自我监管,同时专注于负责任的信息传递。行业贸易组织美国博彩协会发布了一份体育博彩负责任营销守则,概述了广告不得针对未成年体育迷,不得放在玩具上,并且必须包含负责任的赌博信息和帮助信息。本集团有一个供公众提交投诉的在线表格,本集团会将其转发给运营商。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81f5462c5d6ffffea44d2cab3be2878a\" tg-width=\"1050\" tg-height=\"700\" width=\"100%\" height=\"auto\"><span>The push by online gambling operators includes celebrity-filled TV commercials, advertising on billboards and sponsorships.</span></p><p><blockquote><p class=\"t-img-caption\"><span>在线赌博运营商的推动包括充满名人的电视广告、广告牌广告和赞助。</span></p></blockquote></p><p> The National Football League season that started in September was a kickoff for several sports-betting companies to increase ads and promotions. The NFL is keeping a lid on ads, having imposed a limit of six gambling ads a game, available only to league-approved companies.</p><p><blockquote>9月份开始的国家橄榄球联盟赛季是几家体育博彩公司增加广告和促销的开始。NFL正在限制广告,规定每场比赛只能投放六个赌博广告,只对联盟批准的公司开放。</blockquote></p><p> Still, some viewers find it too much. Michael J. Lewis, a freelance writer in New York who often watches sports on TV, said sports-betting messaging is incessant, even though mobile betting isn’t operating in New York. As a non-bettor, the feeling is, “you’re one of the other people,” Mr. Lewis said.</p><p><blockquote>尽管如此,一些观众还是觉得太多了。经常在电视上观看体育赛事的纽约自由撰稿人迈克尔-刘易斯(Michael J. Lewis)说,尽管纽约没有移动博彩服务,但体育博彩信息却层出不穷。刘易斯先生说,作为一个非投注者,人们的感觉是,“你也是其他人中的一员”。</blockquote></p><p> For now, the sports-betting operators say they are willing to compromise their own profitability with marketing campaigns because their main goal is to secure a large customer base. Many also say only a few operators will survive because they need a high volume of bets to be profitable. Each transaction brings in a small percentage and, mostly, cash goes back and forth between betting winners and losers.</p><p><blockquote>目前,体育博彩运营商表示,他们愿意在营销活动中牺牲自己的盈利能力,因为他们的主要目标是获得庞大的客户群。许多人还表示,只有少数运营商能够生存下来,因为他们需要大量的赌注才能盈利。每笔交易都会带来一小部分,而且大多数情况下,现金在投注赢家和输家之间来回流动。</blockquote></p><p> In the month between Sept. 9 and Oct. 17, FanDuel, DraftKings and Caesars Entertainment Inc. have each spent more than $15 million on national advertising, according to tracer iSpot.tv. Ads include offers like “risk-free” bets and free money for new accounts. Before the current NFL season began, during the first half of the year, rivals DraftKings and FanDuel were already using a large chunk of revenue to promote their brands. DraftKings reported revenue of nearly $620 million for the first six months of 2021 and spent about two-thirds of that on sales and marketing in that period.</p><p><blockquote>根据tracer iSpot.tv的数据,在9月9日至10月17日的一个月里,FanDuel、DraftKings和Caesars Entertainment Inc.在全国广告上的支出都超过了1500万美元。广告包括 “无风险 ”投注和新账户免费资金等优惠。在当前的NFL赛季开始之前,在今年上半年,竞争对手DraftKings和FanDuel已经使用了大量收入来推广他们的品牌。DraftKings 报告称,2021 年前六个月的收入接近 6.2 亿美元,其中约三分之二用于销售和营销。</blockquote></p><p> FanDuel declined to comment. Caesars didn’t respond to a request for comment. All of these companies have programs designed to promote responsible gambling. In a statement, DraftKings said it runs commercials that “not only promote our product and offers but also highlight responsible gaming messaging that reminds customers of the resources they have to play safely.”</p><p><blockquote>FanDuel拒绝置评。凯撒公司没有回应置评请求。所有这些公司都有旨在促进负责任赌博的项目。DraftKings 在一份声明中表示,它投放的广告 “不仅宣传我们的产品和优惠,还突出了负责任的游戏信息,提醒客户安全游戏所需的资源”。</blockquote></p><p></p><p> On Wednesday, the NFL unveiled a new problem-gambling campaign: “Stick to your Game Plan. Always Bet Responsibly.” It includes a $6.2 million partnership with the National Council on Problem Gambling for upgrades to a national helpline and grants to community groups.</p><p><blockquote>本周三,NFL 推出了一项新的问题赌博活动: “坚持你的比赛计划。始终负责任地下注”。它包括与全国问题赌博委员会合作620万美元,用于升级全国帮助热线和向社区团体提供赠款。</blockquote></p><p> “This is something everybody in the sports-betting ecosystem—sports properties, teams, sportsbooks, media companies and regulators—we all need to get this right from the start,” said Chris Halpin, the NFL’s chief strategy and growth officer.</p><p><blockquote>“NFL 首席战略与增长官克里斯-哈尔平(Chris Halpin)说:”体育博彩生态系统中的每个人--体育地产、球队、体育博彩、媒体公司和监管机构--都需要从一开始就把这件事做好。</blockquote></p><p> Some sports-betting executives also argue the advertising is seasonal, along with sports, and predict that the commercial spree will fade as the market matures.</p><p><blockquote>一些体育博彩高管还认为,广告和体育一样是季节性的,并预测随着市场的成熟,商业热潮将会消退。</blockquote></p><p> Still, “the fears, the concerns that are raised by those who are opposed to gaming or are upset with the saturation or the content [of ads], should not be underestimated,” New Jersey’s Mr. Rebuck said.</p><p><blockquote>尽管如此,“新泽西州的雷巴克先生说:”那些反对游戏或对[广告]的饱和度或内容感到不满的人所提出的恐惧和担忧不应被低估。</blockquote></p><p> Online sports betting is operating in at least 17 states and the District of Columbia, with additional states expected to join. The fractured system makes it difficult to impose national standards, said Keith Whyte, executive director of National Council on Problem Gambling. The nonprofit group advocates for gambling-addiction resources.</p><p><blockquote>在线体育博彩在至少17个州和哥伦比亚特区运营,预计还会有更多的州加入。国家问题赌博委员会执行主任基思·威特说,支离破碎的制度使得实施国家标准变得困难。这个非营利组织倡导赌博成瘾资源。</blockquote></p><p> The National Problem Gambling helpline is receiving an average of more than 22,500 calls a month this year, up from a monthly average of about 14,800 last year, Mr. Whyte said, which doesn’t include calls to individual state helplines.</p><p><blockquote>怀特先生说,今年全国问题赌博帮助热线平均每月接收超过 22,500 名评级,高于去年的平均每月约 14,800 名,这还不包括各州帮助热线的评级。</blockquote></p><p> Executives and regulators look to the U.K. as a cautionary tale. The government there is reviewing gambling regulations in response to a surge of online betting, including possible curbs on advertising. Earlier this year, a YouGov poll there found that two-thirds of adults supported a total ban on gambling ads, while three-quarters of adults backed a ban on TV and radio gambling ads before 9 p.m.</p><p><blockquote>高管和监管机构将英国视为一个警示故事。英国政府正在审查赌博法规,以应对在线赌博的激增,包括可能限制广告。今年早些时候,YouGov在那里的一项民意调查发现,三分之二的成年人支持全面禁止赌博广告,而四分之三的成年人支持在晚上9点前禁止电视和广播赌博广告。</blockquote></p><p> “I think the industry [in the U.K.] underestimated the importance of managing sentiment and getting ahead of adverse political momentum,” said BetMGM Chief Executive Adam Greenblatt, who previously worked in the U.K.</p><p><blockquote>“曾在英国工作过的 BetMGM 首席执行官亚当-格林布拉特(Adam Greenblatt)说:”我认为(英国)业界低估了管理情绪和抢占不利政治势头的重要性。</blockquote></p><p> “We are seeking to be thoughtful and deliberate in how we start doing new things and how we spend money on new things,” Mr. Greenblatt said.</p><p><blockquote>“格林布拉特先生说:”我们正在寻求在如何开始做新事物以及如何在新事物上花钱时进行深思熟虑和深思熟虑。</blockquote></p><p> The frenzy in the U.S. echoes back to 2015, when DraftKings and FanDuel flooded the airwaves with fantasy sports ads, which drew consumer complaints and scrutiny by state attorneys general. Both companies cut back their ad spending. “It tipped over an invisible line,” then-FanDuel Chief Executive Nigel Eccles said in 2016. “When people saw the ad the 35th time, they were like, ‘We get it.’ ”</p><p><blockquote>美国的狂热可以追溯到2015年,当时DraftKings和FanDuel在广播中充斥着梦幻体育广告,这引起了消费者的投诉和州总检察长的审查。两家公司都削减了广告支出。“时任 FanDuel 首席执行官奈杰尔-埃克尔斯(Nigel Eccles)在 2016 年说:”它越过了一条看不见的线。“当人们第 35 次看到这则广告时,他们会说,'我们明白了'。”</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>Gambling Ads Become the New Normal for American Sports<blockquote>赌博广告成为美国体育的新常态</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\">\nGambling Ads Become the New Normal for American Sports<blockquote>赌博广告成为美国体育的新常态</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\">2021-10-25 07:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Some regulators and industry watchdogs express concern, while sports-betting companies say advertising is done responsibly</p><p><blockquote>一些监管机构和行业监管机构表示担忧,而体育博彩公司则表示广告是负责任的</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9c794e3bcb12cd3d16a9cc356d49f9a\" tg-width=\"1290\" tg-height=\"860\" width=\"100%\" height=\"auto\"><span>The National Football League season that started in September was a kickoff for sports-betting companies to increase ads.</span></p><p><blockquote><p class=\"t-img-caption\"><span>9月份开始的国家橄榄球联盟赛季是体育博彩公司增加广告的开始。</span></p></blockquote></p><p> The gambling industry’s deluge of sports-betting ads and free-money offers on television, radio and online, is beginning to concern regulators.</p><p><blockquote>博彩业在电视、广播和网络上铺天盖地的体育博彩广告和免费优惠开始引起监管机构的关注。</blockquote></p><p> Online gambling operators, such as DraftKings Inc. and FanDuel Group, are spending hundreds of millions of dollars, and large shares of their revenues, on marketing,putting sports wagering in front of the American consumer. The push includes celebrity-filled TV commercials, advertising on billboards and podcasts, and sponsorships such as a DraftKings logo superimposed on the pitcher’s mound of a Major League Baseball broadcast.</p><p><blockquote>DraftKings Inc. 和 FanDuel Group 等在线赌博运营商正在花费数亿美元及其大部分收入用于营销,将体育博彩摆在美国消费者面前。这些推广包括名人云集的电视广告、广告牌和播客上的广告,以及赞助,如在美国职业棒球大联盟转播的投手丘上叠加 DraftKings 的标志。</blockquote></p><p> In New Jersey, a top regulator has warned about sports-betting marketing efforts. “If the industry does not control itself, the government will step in and certainly create standards they may not want,” David Rebuck, director of the New Jersey Department of Gaming Enforcement, said during a panel discussion in September.</p><p><blockquote>在新泽西州,一位最高监管机构对体育博彩营销工作发出警告。“新泽西州博彩执法部门主管大卫-雷巴克(David Rebuck)在 9 月份的一次小组讨论中说:”如果博彩业不能自我控制,政府就会介入,肯定会制定他们可能不想要的标准。</blockquote></p><p> In Colorado, where 25 digital sports-betting operators are competing for a gambling audience, the state’s House Speaker Alec Garnett, who helped push sports-betting legislation, said he expected ads to taper off after companies make an initial grab for new customers. Still, Mr. Garnett is fielding complaints from annoyed viewers, and said he could impose restrictions on advertising similar to limits on marijuana ads in the state.</p><p><blockquote>在科罗拉多州,25 家数字体育博彩运营商正在争夺赌博受众,该州众议院议长亚历克-加内特(Alec Garnett)曾帮助推动体育博彩立法,他说,在公司初步争取新客户后,他预计广告会逐渐减少。尽管如此,加内特先生还是在处理恼怒的观众的投诉,并表示他可能会对广告实施类似于该州对大麻广告的限制的广告限制。</blockquote></p><p> “What I’m trying to figure out is, will the market solve this problem itself, or is this here to stay?” Mr. Garnett said. “I think if it’s here to stay, then at some point, for sure, there’s going to be action.”</p><p><blockquote>“我想弄清楚的是,市场会自行解决这个问题,还是会一直存在下去?”加内特先生说。“我认为,如果这种情况要持续下去,那么在某个时候,肯定会有行动的。”</blockquote></p><p> Sports-betting executives say they are sensitive to the issues around advertising, careful about drawing regulatory scrutiny, and that they plan to regulate themselves, while focusing on responsible messaging. The industry trade group American Gaming Association has issued a code of responsible marketing for sports wagering that outlines how ads must not target underage sports fans, must not be placed on toys and must include responsible gambling messages and help information. The group has an online form for the public to submit complaints, which the group forwards to operators.</p><p><blockquote>体育博彩高管表示,他们对广告问题很敏感,对吸引监管审查持谨慎态度,他们计划自我监管,同时专注于负责任的信息传递。行业贸易组织美国博彩协会发布了一份体育博彩负责任营销守则,概述了广告不得针对未成年体育迷,不得放在玩具上,并且必须包含负责任的赌博信息和帮助信息。本集团有一个供公众提交投诉的在线表格,本集团会将其转发给运营商。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81f5462c5d6ffffea44d2cab3be2878a\" tg-width=\"1050\" tg-height=\"700\" width=\"100%\" height=\"auto\"><span>The push by online gambling operators includes celebrity-filled TV commercials, advertising on billboards and sponsorships.</span></p><p><blockquote><p class=\"t-img-caption\"><span>在线赌博运营商的推动包括充满名人的电视广告、广告牌广告和赞助。</span></p></blockquote></p><p> The National Football League season that started in September was a kickoff for several sports-betting companies to increase ads and promotions. The NFL is keeping a lid on ads, having imposed a limit of six gambling ads a game, available only to league-approved companies.</p><p><blockquote>9月份开始的国家橄榄球联盟赛季是几家体育博彩公司增加广告和促销的开始。NFL正在限制广告,规定每场比赛只能投放六个赌博广告,只对联盟批准的公司开放。</blockquote></p><p> Still, some viewers find it too much. Michael J. Lewis, a freelance writer in New York who often watches sports on TV, said sports-betting messaging is incessant, even though mobile betting isn’t operating in New York. As a non-bettor, the feeling is, “you’re one of the other people,” Mr. Lewis said.</p><p><blockquote>尽管如此,一些观众还是觉得太多了。经常在电视上观看体育赛事的纽约自由撰稿人迈克尔-刘易斯(Michael J. Lewis)说,尽管纽约没有移动博彩服务,但体育博彩信息却层出不穷。刘易斯先生说,作为一个非投注者,人们的感觉是,“你也是其他人中的一员”。</blockquote></p><p> For now, the sports-betting operators say they are willing to compromise their own profitability with marketing campaigns because their main goal is to secure a large customer base. Many also say only a few operators will survive because they need a high volume of bets to be profitable. Each transaction brings in a small percentage and, mostly, cash goes back and forth between betting winners and losers.</p><p><blockquote>目前,体育博彩运营商表示,他们愿意在营销活动中牺牲自己的盈利能力,因为他们的主要目标是获得庞大的客户群。许多人还表示,只有少数运营商能够生存下来,因为他们需要大量的赌注才能盈利。每笔交易都会带来一小部分,而且大多数情况下,现金在投注赢家和输家之间来回流动。</blockquote></p><p> In the month between Sept. 9 and Oct. 17, FanDuel, DraftKings and Caesars Entertainment Inc. have each spent more than $15 million on national advertising, according to tracer iSpot.tv. Ads include offers like “risk-free” bets and free money for new accounts. Before the current NFL season began, during the first half of the year, rivals DraftKings and FanDuel were already using a large chunk of revenue to promote their brands. DraftKings reported revenue of nearly $620 million for the first six months of 2021 and spent about two-thirds of that on sales and marketing in that period.</p><p><blockquote>根据tracer iSpot.tv的数据,在9月9日至10月17日的一个月里,FanDuel、DraftKings和Caesars Entertainment Inc.在全国广告上的支出都超过了1500万美元。广告包括 “无风险 ”投注和新账户免费资金等优惠。在当前的NFL赛季开始之前,在今年上半年,竞争对手DraftKings和FanDuel已经使用了大量收入来推广他们的品牌。DraftKings 报告称,2021 年前六个月的收入接近 6.2 亿美元,其中约三分之二用于销售和营销。</blockquote></p><p> FanDuel declined to comment. Caesars didn’t respond to a request for comment. All of these companies have programs designed to promote responsible gambling. In a statement, DraftKings said it runs commercials that “not only promote our product and offers but also highlight responsible gaming messaging that reminds customers of the resources they have to play safely.”</p><p><blockquote>FanDuel拒绝置评。凯撒公司没有回应置评请求。所有这些公司都有旨在促进负责任赌博的项目。DraftKings 在一份声明中表示,它投放的广告 “不仅宣传我们的产品和优惠,还突出了负责任的游戏信息,提醒客户安全游戏所需的资源”。</blockquote></p><p></p><p> On Wednesday, the NFL unveiled a new problem-gambling campaign: “Stick to your Game Plan. Always Bet Responsibly.” It includes a $6.2 million partnership with the National Council on Problem Gambling for upgrades to a national helpline and grants to community groups.</p><p><blockquote>本周三,NFL 推出了一项新的问题赌博活动: “坚持你的比赛计划。始终负责任地下注”。它包括与全国问题赌博委员会合作620万美元,用于升级全国帮助热线和向社区团体提供赠款。</blockquote></p><p> “This is something everybody in the sports-betting ecosystem—sports properties, teams, sportsbooks, media companies and regulators—we all need to get this right from the start,” said Chris Halpin, the NFL’s chief strategy and growth officer.</p><p><blockquote>“NFL 首席战略与增长官克里斯-哈尔平(Chris Halpin)说:”体育博彩生态系统中的每个人--体育地产、球队、体育博彩、媒体公司和监管机构--都需要从一开始就把这件事做好。</blockquote></p><p> Some sports-betting executives also argue the advertising is seasonal, along with sports, and predict that the commercial spree will fade as the market matures.</p><p><blockquote>一些体育博彩高管还认为,广告和体育一样是季节性的,并预测随着市场的成熟,商业热潮将会消退。</blockquote></p><p> Still, “the fears, the concerns that are raised by those who are opposed to gaming or are upset with the saturation or the content [of ads], should not be underestimated,” New Jersey’s Mr. Rebuck said.</p><p><blockquote>尽管如此,“新泽西州的雷巴克先生说:”那些反对游戏或对[广告]的饱和度或内容感到不满的人所提出的恐惧和担忧不应被低估。</blockquote></p><p> Online sports betting is operating in at least 17 states and the District of Columbia, with additional states expected to join. The fractured system makes it difficult to impose national standards, said Keith Whyte, executive director of National Council on Problem Gambling. The nonprofit group advocates for gambling-addiction resources.</p><p><blockquote>在线体育博彩在至少17个州和哥伦比亚特区运营,预计还会有更多的州加入。国家问题赌博委员会执行主任基思·威特说,支离破碎的制度使得实施国家标准变得困难。这个非营利组织倡导赌博成瘾资源。</blockquote></p><p> The National Problem Gambling helpline is receiving an average of more than 22,500 calls a month this year, up from a monthly average of about 14,800 last year, Mr. Whyte said, which doesn’t include calls to individual state helplines.</p><p><blockquote>怀特先生说,今年全国问题赌博帮助热线平均每月接收超过 22,500 名评级,高于去年的平均每月约 14,800 名,这还不包括各州帮助热线的评级。</blockquote></p><p> Executives and regulators look to the U.K. as a cautionary tale. The government there is reviewing gambling regulations in response to a surge of online betting, including possible curbs on advertising. Earlier this year, a YouGov poll there found that two-thirds of adults supported a total ban on gambling ads, while three-quarters of adults backed a ban on TV and radio gambling ads before 9 p.m.</p><p><blockquote>高管和监管机构将英国视为一个警示故事。英国政府正在审查赌博法规,以应对在线赌博的激增,包括可能限制广告。今年早些时候,YouGov在那里的一项民意调查发现,三分之二的成年人支持全面禁止赌博广告,而四分之三的成年人支持在晚上9点前禁止电视和广播赌博广告。</blockquote></p><p> “I think the industry [in the U.K.] underestimated the importance of managing sentiment and getting ahead of adverse political momentum,” said BetMGM Chief Executive Adam Greenblatt, who previously worked in the U.K.</p><p><blockquote>“曾在英国工作过的 BetMGM 首席执行官亚当-格林布拉特(Adam Greenblatt)说:”我认为(英国)业界低估了管理情绪和抢占不利政治势头的重要性。</blockquote></p><p> “We are seeking to be thoughtful and deliberate in how we start doing new things and how we spend money on new things,” Mr. Greenblatt said.</p><p><blockquote>“格林布拉特先生说:”我们正在寻求在如何开始做新事物以及如何在新事物上花钱时进行深思熟虑和深思熟虑。</blockquote></p><p> The frenzy in the U.S. echoes back to 2015, when DraftKings and FanDuel flooded the airwaves with fantasy sports ads, which drew consumer complaints and scrutiny by state attorneys general. Both companies cut back their ad spending. “It tipped over an invisible line,” then-FanDuel Chief Executive Nigel Eccles said in 2016. “When people saw the ad the 35th time, they were like, ‘We get it.’ ”</p><p><blockquote>美国的狂热可以追溯到2015年,当时DraftKings和FanDuel在广播中充斥着梦幻体育广告,这引起了消费者的投诉和州总检察长的审查。两家公司都削减了广告支出。“时任 FanDuel 首席执行官奈杰尔-埃克尔斯(Nigel Eccles)在 2016 年说:”它越过了一条看不见的线。“当人们第 35 次看到这则广告时,他们会说,'我们明白了'。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.wsj.com/articles/gambling-ads-become-the-new-normal-for-american-sports-11635084000?mod=hp_lista_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":{"CZR":"凯撒娱乐","DKNG":"DraftKings Inc."},"source_url":"https://www.wsj.com/articles/gambling-ads-become-the-new-normal-for-american-sports-11635084000?mod=hp_lista_pos4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181887094","content_text":"Some regulators and industry watchdogs express concern, while sports-betting companies say advertising is done responsibly\nThe National Football League season that started in September was a kickoff for sports-betting companies to increase ads.\nThe gambling industry’s deluge of sports-betting ads and free-money offers on television, radio and online, is beginning to concern regulators.\nOnline gambling operators, such as DraftKings Inc. and FanDuel Group, are spending hundreds of millions of dollars, and large shares of their revenues, on marketing,putting sports wagering in front of the American consumer. The push includes celebrity-filled TV commercials, advertising on billboards and podcasts, and sponsorships such as a DraftKings logo superimposed on the pitcher’s mound of a Major League Baseball broadcast.\nIn New Jersey, a top regulator has warned about sports-betting marketing efforts. “If the industry does not control itself, the government will step in and certainly create standards they may not want,” David Rebuck, director of the New Jersey Department of Gaming Enforcement, said during a panel discussion in September.\nIn Colorado, where 25 digital sports-betting operators are competing for a gambling audience, the state’s House Speaker Alec Garnett, who helped push sports-betting legislation, said he expected ads to taper off after companies make an initial grab for new customers. Still, Mr. Garnett is fielding complaints from annoyed viewers, and said he could impose restrictions on advertising similar to limits on marijuana ads in the state.\n“What I’m trying to figure out is, will the market solve this problem itself, or is this here to stay?” Mr. Garnett said. “I think if it’s here to stay, then at some point, for sure, there’s going to be action.”\nSports-betting executives say they are sensitive to the issues around advertising, careful about drawing regulatory scrutiny, and that they plan to regulate themselves, while focusing on responsible messaging. The industry trade group American Gaming Association has issued a code of responsible marketing for sports wagering that outlines how ads must not target underage sports fans, must not be placed on toys and must include responsible gambling messages and help information. The group has an online form for the public to submit complaints, which the group forwards to operators.\nThe push by online gambling operators includes celebrity-filled TV commercials, advertising on billboards and sponsorships.\nThe National Football League season that started in September was a kickoff for several sports-betting companies to increase ads and promotions. The NFL is keeping a lid on ads, having imposed a limit of six gambling ads a game, available only to league-approved companies.\nStill, some viewers find it too much. Michael J. Lewis, a freelance writer in New York who often watches sports on TV, said sports-betting messaging is incessant, even though mobile betting isn’t operating in New York. As a non-bettor, the feeling is, “you’re one of the other people,” Mr. Lewis said.\nFor now, the sports-betting operators say they are willing to compromise their own profitability with marketing campaigns because their main goal is to secure a large customer base. Many also say only a few operators will survive because they need a high volume of bets to be profitable. Each transaction brings in a small percentage and, mostly, cash goes back and forth between betting winners and losers.\nIn the month between Sept. 9 and Oct. 17, FanDuel, DraftKings and Caesars Entertainment Inc. have each spent more than $15 million on national advertising, according to tracer iSpot.tv. Ads include offers like “risk-free” bets and free money for new accounts. Before the current NFL season began, during the first half of the year, rivals DraftKings and FanDuel were already using a large chunk of revenue to promote their brands. DraftKings reported revenue of nearly $620 million for the first six months of 2021 and spent about two-thirds of that on sales and marketing in that period.\nFanDuel declined to comment. Caesars didn’t respond to a request for comment. All of these companies have programs designed to promote responsible gambling. In a statement, DraftKings said it runs commercials that “not only promote our product and offers but also highlight responsible gaming messaging that reminds customers of the resources they have to play safely.”\nOn Wednesday, the NFL unveiled a new problem-gambling campaign: “Stick to your Game Plan. Always Bet Responsibly.” It includes a $6.2 million partnership with the National Council on Problem Gambling for upgrades to a national helpline and grants to community groups.\n“This is something everybody in the sports-betting ecosystem—sports properties, teams, sportsbooks, media companies and regulators—we all need to get this right from the start,” said Chris Halpin, the NFL’s chief strategy and growth officer.\nSome sports-betting executives also argue the advertising is seasonal, along with sports, and predict that the commercial spree will fade as the market matures.\nStill, “the fears, the concerns that are raised by those who are opposed to gaming or are upset with the saturation or the content [of ads], should not be underestimated,” New Jersey’s Mr. Rebuck said.\nOnline sports betting is operating in at least 17 states and the District of Columbia, with additional states expected to join. The fractured system makes it difficult to impose national standards, said Keith Whyte, executive director of National Council on Problem Gambling. The nonprofit group advocates for gambling-addiction resources.\nThe National Problem Gambling helpline is receiving an average of more than 22,500 calls a month this year, up from a monthly average of about 14,800 last year, Mr. Whyte said, which doesn’t include calls to individual state helplines.\nExecutives and regulators look to the U.K. as a cautionary tale. The government there is reviewing gambling regulations in response to a surge of online betting, including possible curbs on advertising. Earlier this year, a YouGov poll there found that two-thirds of adults supported a total ban on gambling ads, while three-quarters of adults backed a ban on TV and radio gambling ads before 9 p.m.\n“I think the industry [in the U.K.] underestimated the importance of managing sentiment and getting ahead of adverse political momentum,” said BetMGM Chief Executive Adam Greenblatt, who previously worked in the U.K.\n“We are seeking to be thoughtful and deliberate in how we start doing new things and how we spend money on new things,” Mr. Greenblatt said.\nThe frenzy in the U.S. echoes back to 2015, when DraftKings and FanDuel flooded the airwaves with fantasy sports ads, which drew consumer complaints and scrutiny by state attorneys general. Both companies cut back their ad spending. “It tipped over an invisible line,” then-FanDuel Chief Executive Nigel Eccles said in 2016. “When people saw the ad the 35th time, they were like, ‘We get it.’ ”","news_type":1,"symbols_score_info":{"DKNG":0.9,"CZR":0.9}},"isVote":1,"tweetType":1,"viewCount":2669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858454563,"gmtCreate":1635118400120,"gmtModify":1635118401081,"author":{"id":"3576990637797737","authorId":"3576990637797737","name":"1Man2Stonks","avatar":"https://static.tigerbbs.com/2c93182b4ac6670e37860fa9cbdfd2d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576990637797737","idStr":"3576990637797737"},"themes":[],"title":"","htmlText":"Very nice","listText":"Very nice","text":"Very nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/858454563","repostId":"1166912304","repostType":4,"isVote":1,"tweetType":1,"viewCount":5048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858454872,"gmtCreate":1635118373322,"gmtModify":1635118375016,"author":{"id":"3576990637797737","authorId":"3576990637797737","name":"1Man2Stonks","avatar":"https://static.tigerbbs.com/2c93182b4ac6670e37860fa9cbdfd2d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576990637797737","idStr":"3576990637797737"},"themes":[],"title":"","htmlText":"Buy them all","listText":"Buy them all","text":"Buy them all","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/858454872","repostId":"2178808449","repostType":4,"isVote":1,"tweetType":1,"viewCount":4288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858806893,"gmtCreate":1635031675393,"gmtModify":1635031676452,"author":{"id":"3576990637797737","authorId":"3576990637797737","name":"1Man2Stonks","avatar":"https://static.tigerbbs.com/2c93182b4ac6670e37860fa9cbdfd2d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576990637797737","idStr":"3576990637797737"},"themes":[],"title":"","htmlText":"Stonk only goes up","listText":"Stonk only goes up","text":"Stonk only goes up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858806893","repostId":"2177411104","repostType":4,"repost":{"id":"2177411104","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1634951923,"share":"https://www.laohunote.com/m/news/2177411104?lang=zh_CN&edition=full","pubTime":"2021-10-23 09:18","market":"us","language":"en","title":"What's Next For Snapchat's Stock After Shares Plummet?<blockquote>股价暴跌后,Snapchat 股票的下一步走势如何?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2177411104","media":"Benzinga Earnings","summary":"Snap Inc. (NYSE:SNAP) traded significantly lower Friday after the company announced worse-than-expec","content":"<p><b><a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>.</b> (NYSE:SNAP) traded significantly lower Friday after the company announced worse-than-expected third-quarter revenue results and issued fourth-quarter guidance below estimates.</p><p><blockquote><b><a href=\"https://laohu8.com/S/SNAP\">Snap公司</a>.</b>(纽约证券交易所股票代码:SNAP)周五大幅走低,此前该公司公布的第三季度营收业绩逊于预期,并发布的第四季度指引低于预期。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a3a9cded23c2f1ffb8ef7847de216128\" tg-width=\"685\" tg-height=\"375\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Snap reported quarterly earnings of 17 cents per share, beating the estimate of 8 cents per share. The company reported quarterly revenue of $1.07 billion, under the estimate of $1.1 billion.</p><p><blockquote>Snap公布的季度收益为每股 17 美分,超出了每股 8 美分的预期。该公司公布季度收入为 10.7 亿美元,低于 11 亿美元的预期。</blockquote></p><p> Snap plunged 26.6% to $55.14 on Friday.</p><p><blockquote>Snap周五暴跌 26.6%,至 55.14 美元。</blockquote></p><p> <b>Snap Daily Chart Analysis</b></p><p><blockquote><b>Snap日线图分析</b></blockquote></p><p> <ul> <li>Snap shares fell back into a sideways channel that it once traded in. The stock looked to have broken above the channel but after missing expectations, saw a large drop.</li> <li>Support was found near the $48 level in the past and may be found near here again in the future. Resistance has been found near $65 in the past and may hold again in the future.</li> <li>The stock trades below both the 50-day moving average (green) and the 200-day moving average (blue), indicating the stock’s sentiment has been bearish.</li> <li>Each of these moving averages may hold as an area of support in the future.</li> <li>The Relative Strength Index (RSI) saw a drop off down to the 26 level. This big drop pushed the stock into the oversold area where there are many more sellers than buyers.</li> </ul> <img src=\"https://static.tigerbbs.com/a69db5658d520ff198ad68441975a71f\" tg-width=\"2060\" tg-height=\"1314\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li>Snap股价回落至曾经交易的横盘通道。该股看起来已经突破通道上方,但在未达到预期后出现大幅下跌。</li><li>过去在 48 美元水平附近找到了支撑,未来可能会在此附近再次找到支撑。过去在65美元附近发现了阻力位,未来可能会再次持有。</li><li>该股交易价格均低于 50 天移动平均线(绿色)和 200 天移动平均线(蓝色),表明该股情绪一直看跌。</li><li>这些移动平均线中的每一个都可能在未来成为支撑区域。</li><li>相对强弱指数(RSI)跌至26水平。这一大幅下跌将该股推入超卖区域,卖家多于买家。</li></ul></blockquote></p><p> <b>What’s Next For Snap?</b></p><p><blockquote><b>Snap的下一步是什么?</b></blockquote></p><p> Bullish traders want to see snap start to recover from the large drop and start to form higher lows once again. Bulls are then looking for higher lows up to the resistance line before the resistance is broken. If the resistance can hold as support the stock may be ready for a large gap up.</p><p><blockquote>看涨交易者希望看到snap开始从大幅下跌中恢复过来,并再次开始形成更高的低点。然后,多头在阻力被突破之前寻找更高的低点,直至阻力线。如果阻力位能够保持为支撑位,那么该股可能已经准备好迎接大幅上涨。</blockquote></p><p> Bearish traders are looking to see the stock continue to fade lower and eventually fall below the pattern support. If the pattern support could hold as an area of resistance, the stock could see further downward pushes in the future.</p><p><blockquote>看跌交易者希望看到该股继续走低,并最终跌破形态支撑位。如果形态支撑能够作为阻力区域,该股未来可能会进一步下跌。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What's Next For Snapchat's Stock After Shares Plummet?<blockquote>股价暴跌后,Snapchat 股票的下一步走势如何?</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\">\nWhat's Next For Snapchat's Stock After Shares Plummet?<blockquote>股价暴跌后,Snapchat 股票的下一步走势如何?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-10-23 09:18</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b><a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>.</b> (NYSE:SNAP) traded significantly lower Friday after the company announced worse-than-expected third-quarter revenue results and issued fourth-quarter guidance below estimates.</p><p><blockquote><b><a href=\"https://laohu8.com/S/SNAP\">Snap公司</a>.</b>(纽约证券交易所股票代码:SNAP)周五大幅走低,此前该公司公布的第三季度营收业绩逊于预期,并发布的第四季度指引低于预期。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a3a9cded23c2f1ffb8ef7847de216128\" tg-width=\"685\" tg-height=\"375\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Snap reported quarterly earnings of 17 cents per share, beating the estimate of 8 cents per share. The company reported quarterly revenue of $1.07 billion, under the estimate of $1.1 billion.</p><p><blockquote>Snap公布的季度收益为每股 17 美分,超出了每股 8 美分的预期。该公司公布季度收入为 10.7 亿美元,低于 11 亿美元的预期。</blockquote></p><p> Snap plunged 26.6% to $55.14 on Friday.</p><p><blockquote>Snap周五暴跌 26.6%,至 55.14 美元。</blockquote></p><p> <b>Snap Daily Chart Analysis</b></p><p><blockquote><b>Snap日线图分析</b></blockquote></p><p> <ul> <li>Snap shares fell back into a sideways channel that it once traded in. The stock looked to have broken above the channel but after missing expectations, saw a large drop.</li> <li>Support was found near the $48 level in the past and may be found near here again in the future. Resistance has been found near $65 in the past and may hold again in the future.</li> <li>The stock trades below both the 50-day moving average (green) and the 200-day moving average (blue), indicating the stock’s sentiment has been bearish.</li> <li>Each of these moving averages may hold as an area of support in the future.</li> <li>The Relative Strength Index (RSI) saw a drop off down to the 26 level. This big drop pushed the stock into the oversold area where there are many more sellers than buyers.</li> </ul> <img src=\"https://static.tigerbbs.com/a69db5658d520ff198ad68441975a71f\" tg-width=\"2060\" tg-height=\"1314\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li>Snap股价回落至曾经交易的横盘通道。该股看起来已经突破通道上方,但在未达到预期后出现大幅下跌。</li><li>过去在 48 美元水平附近找到了支撑,未来可能会在此附近再次找到支撑。过去在65美元附近发现了阻力位,未来可能会再次持有。</li><li>该股交易价格均低于 50 天移动平均线(绿色)和 200 天移动平均线(蓝色),表明该股情绪一直看跌。</li><li>这些移动平均线中的每一个都可能在未来成为支撑区域。</li><li>相对强弱指数(RSI)跌至26水平。这一大幅下跌将该股推入超卖区域,卖家多于买家。</li></ul></blockquote></p><p> <b>What’s Next For Snap?</b></p><p><blockquote><b>Snap的下一步是什么?</b></blockquote></p><p> Bullish traders want to see snap start to recover from the large drop and start to form higher lows once again. Bulls are then looking for higher lows up to the resistance line before the resistance is broken. If the resistance can hold as support the stock may be ready for a large gap up.</p><p><blockquote>看涨交易者希望看到snap开始从大幅下跌中恢复过来,并再次开始形成更高的低点。然后,多头在阻力被突破之前寻找更高的低点,直至阻力线。如果阻力位能够保持为支撑位,那么该股可能已经准备好迎接大幅上涨。</blockquote></p><p> Bearish traders are looking to see the stock continue to fade lower and eventually fall below the pattern support. If the pattern support could hold as an area of resistance, the stock could see further downward pushes in the future.</p><p><blockquote>看跌交易者希望看到该股继续走低,并最终跌破形态支撑位。如果形态支撑能够作为阻力区域,该股未来可能会进一步下跌。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNAP":"Snap Inc"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177411104","content_text":"Snap Inc. (NYSE:SNAP) traded significantly lower Friday after the company announced worse-than-expected third-quarter revenue results and issued fourth-quarter guidance below estimates.\n\nSnap reported quarterly earnings of 17 cents per share, beating the estimate of 8 cents per share. The company reported quarterly revenue of $1.07 billion, under the estimate of $1.1 billion.\nSnap plunged 26.6% to $55.14 on Friday.\nSnap Daily Chart Analysis\n\nSnap shares fell back into a sideways channel that it once traded in. The stock looked to have broken above the channel but after missing expectations, saw a large drop.\nSupport was found near the $48 level in the past and may be found near here again in the future. Resistance has been found near $65 in the past and may hold again in the future.\nThe stock trades below both the 50-day moving average (green) and the 200-day moving average (blue), indicating the stock’s sentiment has been bearish.\nEach of these moving averages may hold as an area of support in the future.\nThe Relative Strength Index (RSI) saw a drop off down to the 26 level. This big drop pushed the stock into the oversold area where there are many more sellers than buyers.\n\n\nWhat’s Next For Snap?\nBullish traders want to see snap start to recover from the large drop and start to form higher lows once again. Bulls are then looking for higher lows up to the resistance line before the resistance is broken. If the resistance can hold as support the stock may be ready for a large gap up.\nBearish traders are looking to see the stock continue to fade lower and eventually fall below the pattern support. If the pattern support could hold as an area of resistance, the stock could see further downward pushes in the future.","news_type":1,"symbols_score_info":{"SNAP":0.9}},"isVote":1,"tweetType":1,"viewCount":3059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858806165,"gmtCreate":1635031644757,"gmtModify":1635031645843,"author":{"id":"3576990637797737","authorId":"3576990637797737","name":"1Man2Stonks","avatar":"https://static.tigerbbs.com/2c93182b4ac6670e37860fa9cbdfd2d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576990637797737","idStr":"3576990637797737"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858806165","repostId":"1138624053","repostType":4,"repost":{"id":"1138624053","kind":"news","pubTimestamp":1634952918,"share":"https://www.laohunote.com/m/news/1138624053?lang=zh_CN&edition=full","pubTime":"2021-10-23 09:35","market":"us","language":"en","title":"Disney Stock: Wall Street Is Cautious, Should Investors Worry?<blockquote>迪士尼股票:华尔街谨慎,投资者应该担心吗?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1138624053","media":"TheStreet","summary":"A couple of analysts have cut their price targets on Disney stock due to lower expectations on strea","content":"<p>A couple of analysts have cut their price targets on Disney stock due to lower expectations on streaming subscriber growth. Should investors be concerned?</p><p><blockquote>由于对流媒体用户增长的预期较低,一些分析师下调了迪士尼股票的目标价。投资者应该担心吗?</blockquote></p><p> Last month, Steven Cahall, an analyst at Wells Fargo,lowered his Disney stock target price from $216 to $203. On that same day, shares fell by nearly 2%. More recently, Barclay’s research teamdowngradedDIS to hold, reducing the proportion of sell-side bulls to 79% of the coverage universe.</p><p><blockquote>上个月,富国银行分析师史蒂文·卡哈尔将迪士尼股票目标价从 216 美元下调至 203 美元。同一天,股价下跌近2%。最近,巴克莱的研究团队将评级下调至持有,将卖方多头的比例降至 79%。</blockquote></p><p> Today, we discuss Wall Street’s caution towards this stock that has struggled to gain traction lately, and whether investors should be worried.</p><p><blockquote>今天,我们将讨论华尔街对这只最近难以获得牵引力的股票的谨慎态度,以及投资者是否应该担心。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4158f896b062dda9f421975d5627f44\" tg-width=\"1136\" tg-height=\"852\" width=\"100%\" height=\"auto\"><span>Figure 1: Disney+ logo.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1:迪士尼+标志。</span></p></blockquote></p><p> <b>The reason for the price target cuts</b></p><p><blockquote><b>下调价格目标的原因</b></blockquote></p><p> Disney’s streaming business has been the main factor behind the recent price target cuts. Estimates for the number of Disney+ subscribers for the foreseeable future have dropped. Wells Fargo’s analyst has reduced his projected 13.5 million new adds this quarter to only 2 million, while also slashing 2024 estimates from 256 million to 236 million.</p><p><blockquote>迪士尼的流媒体业务是最近下调目标价的主要因素。在可预见的未来,对Disney+用户数量的估计已经下降。富国银行(Wells Fargo)的分析师将本季度预计的 1350 万新增人口降至仅 200 万,同时还将 2024 年的预测值从 2.56 亿下调至 2.36 亿。</blockquote></p><p> The analyst offered the following insight:</p><p><blockquote>分析师提供了以下见解:</blockquote></p><p> “Recent commentary around F4Q21 Disney+ net adds has cast a spotlight on what it will take for DIS to reach FY24 subscriber guidance. We think investors now have some causes for concern. […] Our price target falls as we reset our sub numbers.” <b>CEO Bob Chapek’s forecast</b></p><p><blockquote>“最近围绕 2021 财年第四季度 Disney+ 净增的评论让人们关注到 DIS 需要什么才能达到 2024 财年的订户指导。我们认为投资者现在有一些理由感到担忧。[...] 随着我们重置子公司数量,我们的目标价也会下降。”<b>首席执行官鲍勃·查佩克的预测</b></blockquote></p><p> According to the company's CEO Bob Chapek, subscriber growth this quarter is unlikely to meet the market’s aggressive expectations. Bob also said that some of the reasons for the slowdown in growth include Hotstar's low penetration in India and difficulties in finding partners in Latin America.</p><p><blockquote>据该公司首席执行官鲍勃-查佩克(Bob Chapek)称,本季度的用户增长不太可能达到市场的积极预期。Bob还表示,增长放缓的部分原因包括Hotstar在印度的渗透率低,以及在拉丁美洲寻找合作伙伴的困难。</blockquote></p><p> Despite short-term challenges, Disney has yet to change its subscriber projections for 2024, currently set at 230 million to 260 million members.</p><p><blockquote>尽管面临短期挑战,迪士尼尚未改变其 2024 年订户预测,目前订户数量为 2.3 亿至 2.6 亿。</blockquote></p><p> <b>What's happening with DIS?</b></p><p><blockquote><b>迪斯怎么了?</b></blockquote></p><p> While the pandemic dragged Disney stock early last year due to the closing of theme parks and movie theaters, shares still climbed in 2020. The company managed to grow its nascent streaming business, which helped to fuel investor sentiment.</p><p><blockquote>尽管去年年初,由于主题公园和电影院关闭,疫情拖累了迪士尼股价,但2020年股价仍在攀升。该公司成功发展了新兴的流媒体业务,这有助于提振投资者情绪。</blockquote></p><p> However, the stay-at-home habits have started to faze, and Disney is caught between a rock and a hard place. The company’s operations have not fully returned to normal levels (e.g., cruise ships are only now starting to sail again), while the buzz around the streaming segment has been losing steam.</p><p><blockquote>然而,呆在家里的习惯已经开始困扰,迪士尼进退两难。该公司的运营尚未完全恢复到正常水平(例如,游轮现在才开始再次航行),而围绕流媒体领域的热议也在逐渐减弱。</blockquote></p><p> Since the beginning of 2021, DIS share price has remained stuck in the $170s, with a Q1 rally proving to be short lived.</p><p><blockquote>自2021年初以来,DIS股价一直停留在170美元左右,第一季度的涨势被证明是短暂的。</blockquote></p><p> <b>What Wall Street says</b></p><p><blockquote><b>华尔街怎么说</b></blockquote></p><p> Despite the recent price target revisions, analysts still think that DIS is a buy,according to TipRanks. Out of the 19 professionals covering the stock, 15 are still bullish, while only 4 have a neutral rating. None of the analysts recommend selling the stock.</p><p><blockquote>TipRanks 表示,尽管最近修改了目标价,但分析师仍然认为 DIS 值得买入。在报道该股的 19 位专业人士中,15 位仍然看好该股,而只有 4 位给予中性评级。没有分析师建议出售该股票。</blockquote></p><p> The highest price suggested by analysts is $263, while the lowest is $175. At the average price target of $215, Wall Street collectively hints at upside potential of over 25% from current levels.</p><p><blockquote>分析师建议的最高价为263美元,最低价为175美元。平均目标价为 215 美元,华尔街集体暗示当前水平的上涨潜力超过 25%。</blockquote></p><p> <b>Our take</b></p><p><blockquote><b>我们的看法</b></blockquote></p><p> We maintain our opinion that DIS shares still have room to rise in the next several months.</p><p><blockquote>我们坚持认为,DIS 股价在未来几个月仍有上涨空间。</blockquote></p><p> Disney continues to be a great company with one of the best content libraries, plenty of opportunities in streaming and an imminent rebound in parks, hotel, and cruise activity. On Disney+, despite the reduced subscriber number expected for this quarter, Disney could still deliver its longer-term goal by 2024.</p><p><blockquote>迪士尼仍然是一家伟大的公司,拥有最好的内容库之一,大量的流媒体机会,公园、酒店和游轮活动即将反弹。在 Disney+ 上,尽管预计本季度用户数量有所减少,但迪士尼仍可在 2024 年实现其长期目标。</blockquote></p><p> Once short-term challenges are left behind, we think that the market will once again turn to DIS for an investment opportunity – especially given current prices that are a substantial 15% below all-time highs.</p><p><blockquote>一旦短期挑战过去,我们认为市场将再次转向DIS寻找投资机会——特别是考虑到当前价格比历史高点低15%。</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>Disney Stock: Wall Street Is Cautious, Should Investors Worry?<blockquote>迪士尼股票:华尔街谨慎,投资者应该担心吗?</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\">\nDisney Stock: Wall Street Is Cautious, Should Investors Worry?<blockquote>迪士尼股票:华尔街谨慎,投资者应该担心吗?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-10-23 09:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>A couple of analysts have cut their price targets on Disney stock due to lower expectations on streaming subscriber growth. Should investors be concerned?</p><p><blockquote>由于对流媒体用户增长的预期较低,一些分析师下调了迪士尼股票的目标价。投资者应该担心吗?</blockquote></p><p> Last month, Steven Cahall, an analyst at Wells Fargo,lowered his Disney stock target price from $216 to $203. On that same day, shares fell by nearly 2%. More recently, Barclay’s research teamdowngradedDIS to hold, reducing the proportion of sell-side bulls to 79% of the coverage universe.</p><p><blockquote>上个月,富国银行分析师史蒂文·卡哈尔将迪士尼股票目标价从 216 美元下调至 203 美元。同一天,股价下跌近2%。最近,巴克莱的研究团队将评级下调至持有,将卖方多头的比例降至 79%。</blockquote></p><p> Today, we discuss Wall Street’s caution towards this stock that has struggled to gain traction lately, and whether investors should be worried.</p><p><blockquote>今天,我们将讨论华尔街对这只最近难以获得牵引力的股票的谨慎态度,以及投资者是否应该担心。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4158f896b062dda9f421975d5627f44\" tg-width=\"1136\" tg-height=\"852\" width=\"100%\" height=\"auto\"><span>Figure 1: Disney+ logo.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1:迪士尼+标志。</span></p></blockquote></p><p> <b>The reason for the price target cuts</b></p><p><blockquote><b>下调价格目标的原因</b></blockquote></p><p> Disney’s streaming business has been the main factor behind the recent price target cuts. Estimates for the number of Disney+ subscribers for the foreseeable future have dropped. Wells Fargo’s analyst has reduced his projected 13.5 million new adds this quarter to only 2 million, while also slashing 2024 estimates from 256 million to 236 million.</p><p><blockquote>迪士尼的流媒体业务是最近下调目标价的主要因素。在可预见的未来,对Disney+用户数量的估计已经下降。富国银行(Wells Fargo)的分析师将本季度预计的 1350 万新增人口降至仅 200 万,同时还将 2024 年的预测值从 2.56 亿下调至 2.36 亿。</blockquote></p><p> The analyst offered the following insight:</p><p><blockquote>分析师提供了以下见解:</blockquote></p><p> “Recent commentary around F4Q21 Disney+ net adds has cast a spotlight on what it will take for DIS to reach FY24 subscriber guidance. We think investors now have some causes for concern. […] Our price target falls as we reset our sub numbers.” <b>CEO Bob Chapek’s forecast</b></p><p><blockquote>“最近围绕 2021 财年第四季度 Disney+ 净增的评论让人们关注到 DIS 需要什么才能达到 2024 财年的订户指导。我们认为投资者现在有一些理由感到担忧。[...] 随着我们重置子公司数量,我们的目标价也会下降。”<b>首席执行官鲍勃·查佩克的预测</b></blockquote></p><p> According to the company's CEO Bob Chapek, subscriber growth this quarter is unlikely to meet the market’s aggressive expectations. Bob also said that some of the reasons for the slowdown in growth include Hotstar's low penetration in India and difficulties in finding partners in Latin America.</p><p><blockquote>据该公司首席执行官鲍勃-查佩克(Bob Chapek)称,本季度的用户增长不太可能达到市场的积极预期。Bob还表示,增长放缓的部分原因包括Hotstar在印度的渗透率低,以及在拉丁美洲寻找合作伙伴的困难。</blockquote></p><p> Despite short-term challenges, Disney has yet to change its subscriber projections for 2024, currently set at 230 million to 260 million members.</p><p><blockquote>尽管面临短期挑战,迪士尼尚未改变其 2024 年订户预测,目前订户数量为 2.3 亿至 2.6 亿。</blockquote></p><p> <b>What's happening with DIS?</b></p><p><blockquote><b>迪斯怎么了?</b></blockquote></p><p> While the pandemic dragged Disney stock early last year due to the closing of theme parks and movie theaters, shares still climbed in 2020. The company managed to grow its nascent streaming business, which helped to fuel investor sentiment.</p><p><blockquote>尽管去年年初,由于主题公园和电影院关闭,疫情拖累了迪士尼股价,但2020年股价仍在攀升。该公司成功发展了新兴的流媒体业务,这有助于提振投资者情绪。</blockquote></p><p> However, the stay-at-home habits have started to faze, and Disney is caught between a rock and a hard place. The company’s operations have not fully returned to normal levels (e.g., cruise ships are only now starting to sail again), while the buzz around the streaming segment has been losing steam.</p><p><blockquote>然而,呆在家里的习惯已经开始困扰,迪士尼进退两难。该公司的运营尚未完全恢复到正常水平(例如,游轮现在才开始再次航行),而围绕流媒体领域的热议也在逐渐减弱。</blockquote></p><p> Since the beginning of 2021, DIS share price has remained stuck in the $170s, with a Q1 rally proving to be short lived.</p><p><blockquote>自2021年初以来,DIS股价一直停留在170美元左右,第一季度的涨势被证明是短暂的。</blockquote></p><p> <b>What Wall Street says</b></p><p><blockquote><b>华尔街怎么说</b></blockquote></p><p> Despite the recent price target revisions, analysts still think that DIS is a buy,according to TipRanks. Out of the 19 professionals covering the stock, 15 are still bullish, while only 4 have a neutral rating. None of the analysts recommend selling the stock.</p><p><blockquote>TipRanks 表示,尽管最近修改了目标价,但分析师仍然认为 DIS 值得买入。在报道该股的 19 位专业人士中,15 位仍然看好该股,而只有 4 位给予中性评级。没有分析师建议出售该股票。</blockquote></p><p> The highest price suggested by analysts is $263, while the lowest is $175. At the average price target of $215, Wall Street collectively hints at upside potential of over 25% from current levels.</p><p><blockquote>分析师建议的最高价为263美元,最低价为175美元。平均目标价为 215 美元,华尔街集体暗示当前水平的上涨潜力超过 25%。</blockquote></p><p> <b>Our take</b></p><p><blockquote><b>我们的看法</b></blockquote></p><p> We maintain our opinion that DIS shares still have room to rise in the next several months.</p><p><blockquote>我们坚持认为,DIS 股价在未来几个月仍有上涨空间。</blockquote></p><p> Disney continues to be a great company with one of the best content libraries, plenty of opportunities in streaming and an imminent rebound in parks, hotel, and cruise activity. On Disney+, despite the reduced subscriber number expected for this quarter, Disney could still deliver its longer-term goal by 2024.</p><p><blockquote>迪士尼仍然是一家伟大的公司,拥有最好的内容库之一,大量的流媒体机会,公园、酒店和游轮活动即将反弹。在 Disney+ 上,尽管预计本季度用户数量有所减少,但迪士尼仍可在 2024 年实现其长期目标。</blockquote></p><p> Once short-term challenges are left behind, we think that the market will once again turn to DIS for an investment opportunity – especially given current prices that are a substantial 15% below all-time highs.</p><p><blockquote>一旦短期挑战过去,我们认为市场将再次转向DIS寻找投资机会——特别是考虑到当前价格比历史高点低15%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.thestreet.com/streaming/dis/disney-stock-wall-street-is-cautious-should-investors-worry\">TheStreet</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.thestreet.com/streaming/dis/disney-stock-wall-street-is-cautious-should-investors-worry","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138624053","content_text":"A couple of analysts have cut their price targets on Disney stock due to lower expectations on streaming subscriber growth. Should investors be concerned?\nLast month, Steven Cahall, an analyst at Wells Fargo,lowered his Disney stock target price from $216 to $203. On that same day, shares fell by nearly 2%. More recently, Barclay’s research teamdowngradedDIS to hold, reducing the proportion of sell-side bulls to 79% of the coverage universe.\nToday, we discuss Wall Street’s caution towards this stock that has struggled to gain traction lately, and whether investors should be worried.\nFigure 1: Disney+ logo.\nThe reason for the price target cuts\nDisney’s streaming business has been the main factor behind the recent price target cuts. Estimates for the number of Disney+ subscribers for the foreseeable future have dropped. Wells Fargo’s analyst has reduced his projected 13.5 million new adds this quarter to only 2 million, while also slashing 2024 estimates from 256 million to 236 million.\nThe analyst offered the following insight:\n\n “Recent commentary around F4Q21 Disney+ net adds has cast a spotlight on what it will take for DIS to reach FY24 subscriber guidance. We think investors now have some causes for concern. […] Our price target falls as we reset our sub numbers.”\n\nCEO Bob Chapek’s forecast\nAccording to the company's CEO Bob Chapek, subscriber growth this quarter is unlikely to meet the market’s aggressive expectations. Bob also said that some of the reasons for the slowdown in growth include Hotstar's low penetration in India and difficulties in finding partners in Latin America.\nDespite short-term challenges, Disney has yet to change its subscriber projections for 2024, currently set at 230 million to 260 million members.\nWhat's happening with DIS?\nWhile the pandemic dragged Disney stock early last year due to the closing of theme parks and movie theaters, shares still climbed in 2020. The company managed to grow its nascent streaming business, which helped to fuel investor sentiment.\nHowever, the stay-at-home habits have started to faze, and Disney is caught between a rock and a hard place. The company’s operations have not fully returned to normal levels (e.g., cruise ships are only now starting to sail again), while the buzz around the streaming segment has been losing steam.\nSince the beginning of 2021, DIS share price has remained stuck in the $170s, with a Q1 rally proving to be short lived.\nWhat Wall Street says\nDespite the recent price target revisions, analysts still think that DIS is a buy,according to TipRanks. Out of the 19 professionals covering the stock, 15 are still bullish, while only 4 have a neutral rating. None of the analysts recommend selling the stock.\nThe highest price suggested by analysts is $263, while the lowest is $175. At the average price target of $215, Wall Street collectively hints at upside potential of over 25% from current levels.\nOur take\nWe maintain our opinion that DIS shares still have room to rise in the next several months.\nDisney continues to be a great company with one of the best content libraries, plenty of opportunities in streaming and an imminent rebound in parks, hotel, and cruise activity. On Disney+, despite the reduced subscriber number expected for this quarter, Disney could still deliver its longer-term goal by 2024.\nOnce short-term challenges are left behind, we think that the market will once again turn to DIS for an investment opportunity – especially given current prices that are a substantial 15% below all-time highs.","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":3407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858806331,"gmtCreate":1635031630775,"gmtModify":1635031631740,"author":{"id":"3576990637797737","authorId":"3576990637797737","name":"1Man2Stonks","avatar":"https://static.tigerbbs.com/2c93182b4ac6670e37860fa9cbdfd2d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576990637797737","idStr":"3576990637797737"},"themes":[],"title":"","htmlText":"Nice palantir to the moon","listText":"Nice palantir to the moon","text":"Nice palantir to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/858806331","repostId":"1177255738","repostType":4,"repost":{"id":"1177255738","kind":"news","pubTimestamp":1634953820,"share":"https://www.laohunote.com/m/news/1177255738?lang=zh_CN&edition=full","pubTime":"2021-10-23 09:50","market":"us","language":"en","title":"Palantir Stock Price Prediction: Outlook After U.S. Army Selection<blockquote>Palantir 股价预测:美国陆军选择后的展望</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1177255738","media":"Seeking Alpha","summary":"Summary\n\nPalantir's US Army contract is huge news for the company due to the contract's large size. ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Palantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.</li> <li>PLTR is one of just four IL-5 DoD-certified companies and is moving to IL-6, which should increase its moat further.</li> <li>The company is seemingly expensive on a profit basis, but when we consider PLTR's growth outlook, shares could be a pretty good investment, nevertheless.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa0d32030c1112ab6f00943f9091b85b\" tg-width=\"768\" tg-height=\"516\" width=\"100%\" height=\"auto\"><span>Scott Olson/Getty Images News</span></p><p><blockquote><ul><li>由于合同规模庞大,Palantir 的美国陆军合同对该公司来说是一个巨大的消息。大局也很重要——PLTR 竞争激烈且值得信赖。</li><li>PLTR 是仅有的四家获得 IL-5 国防部认证的公司之一,并正在转向 IL-6,这将进一步增加其护城河。</li><li>就利润而言,该公司似乎很昂贵,但当我们考虑 PLTR 的增长前景时,股票仍然可能是一项相当不错的投资。</li></ul><p class=\"t-img-caption\"><span>斯科特奥尔森/盖蒂图片社新闻</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> Palantir Technologies (PLTR) remains a highly exciting, fast-growing tech company that continues to trade at an expensive valuation. The recent contract with the US Army shows, again, that its proprietary solutions are in a class of their own and that Palantir Technologies is very entrenched in government bodies, which should allow the company to deliver strong growth for many years. Palantir Technologies is not a low-risk pick, but I do believe that, in the long run, investors could see sizeable gains from this stock.</p><p><blockquote>Palantir Technologies (PLTR) 仍然是一家非常令人兴奋、快速发展的科技公司,继续以昂贵的估值进行交易。最近与美国陆军签订的合同再次表明,其专有解决方案是独一无二的,而且 Palantir Technologies 在政府机构中根深蒂固,这应该使该公司能够在未来多年实现强劲增长。Palantir Technologies 并不是一个低风险的选择,但我确实相信,从长远来看,投资者可以从这只股票中获得可观的收益。</blockquote></p><p> <b>Palantir & US Army Contract</b></p><p><blockquote><b>Palantir 与美国陆军合同</b></blockquote></p><p> In early October, Palantir Technologies announced that it was selected by the US Army for a contract worth $823 million that will see the company deliver the Army Intelligence data fabric and analytics foundation for the <i>Capability Drop 2</i> (CD-2) program.</p><p><blockquote>10 月初,Palantir Technologies 宣布被美国陆军选中,签订一份价值 8.23 亿美元的合同,该公司将为美国陆军提供陆军情报数据结构和分析基础。<i>能力下降2</i>(CD-2)方案。</blockquote></p><p> For a company like Palantir, which generates revenue of around $1.5 billion a year right now, an $800+ million contract is huge, of course, but it should be noted that this contract will not see Palantir capture all of that revenue in a short period of time. On top of that, not necessarily all of that revenue will go to Palantir Technologies, as other vendors, e.g., for hardware, might take some share of the contract as well. A more bearish analyst noted that the administration has requested around $100 million for that contract in fiscal 2022, suggesting that it will take several years for Palantir to capture all of the revenue from that contract.</p><p><blockquote>对于像Palantir这样目前每年产生约15亿美元收入的公司来说,一份8亿多美元的合同当然是巨大的,但应该注意的是,这份合同不会让Palantir在短时间内获得所有收入。最重要的是,不一定所有的收入都会流向Palantir Technologies,因为其他供应商,例如硬件供应商,也可能从合同中分得一部分份额。一位更为悲观的分析师指出,政府已要求在 2022 财年为该合同拨款约 1 亿美元,这表明 Palantir 需要几年时间才能从该合同中获得所有收入。</blockquote></p><p> Still, this contract is a major positive, I believe, due to several reasons. First, the decision by the US Army to award the contract to Palantir Technologies suggests that Palantir remains a forerunner on a tech basis in the defense space, despite some analysts and commenters believing that Palantir's offering/services are very commoditized. If that were the case, the contract would likely have gone to a different company that sells its services and products at lower prices - remember that Palantir demands gross margins north of 70% on a company-wide basis. Customers would not be willing to pay that much for a commoditized product that could be supplied by anyone.</p><p><blockquote>尽管如此,我认为这份合同是一个重大的积极因素,原因有几个。首先,美国陆军将合同授予Palantir Technologies的决定表明,Palantir仍然是国防领域技术基础的先驱,尽管一些分析师和评论员认为Palantir的产品/服务非常商品化。如果是这样的话,合同可能会授予另一家以较低价格销售其服务和产品的公司——请记住,Palantir 要求全公司毛利率超过 70%。顾客不会愿意为任何人都可以提供的商品化产品支付那么多钱。</blockquote></p><p> The contract award by the US Army for such a large single contract also indicates that officials see Palantir as capable of delivering on large-scale contracts, despite the fact that Palantir Technologies is, by revenue and employer count, not a very large company today. Officials seem to believe that Palantir is able to execute well on these contracts, which, in turn, suggests that Palantir should have a good chance of getting other contracts of a similar size in the future.</p><p><blockquote>美国陆军授予如此大的单一合同也表明,官员们认为 Palantir 有能力交付大规模合同,尽管就收入和雇主而言,Palantir Technologies 目前并不是一家非常大的公司。官员们似乎相信 Palantir 能够很好地执行这些合同,这反过来又表明 Palantir 未来应该有很好的机会获得其他类似规模的合同。</blockquote></p><p> Palantir's strong position in the defense space versus possible competitors is also indicated by the fact that Palantir Technologies is one of just four companies with a level 5 (IL-5) Department of Defense SaaS approval:</p><p><blockquote>Palantir Technologies 是仅有的四家获得国防部 5 级 (IL-5) SaaS 批准的公司之一,这一事实也表明了 Palantir 在国防领域相对于潜在竞争对手的强势地位:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9381e77c84c44423e48d0947838946a3\" tg-width=\"1273\" tg-height=\"841\" width=\"100%\" height=\"auto\"><span>Source: Palantir</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Palantir</span></p></blockquote></p><p> This alone gives Palantir a major edge versus competitors that are not approved for services this critical. Once Palantir moves to IL-6 approval - at which point the company could also handle DoD classified information - Palantir's moat versus competitors should grow further. Palantir's management believes that this will happen in the foreseeable future and that Palantir will likely be the first company to receive IL-6 approval overall. The defense market could be a huge market opportunity for Palantir Technologies over the next couple of years:</p><p><blockquote>仅此一点就给了 Palantir 相对于未获得如此关键服务批准的竞争对手的主要优势。一旦 Palantir 获得 IL-6 批准(届时该公司还可以处理国防部机密信息),Palantir 相对于竞争对手的护城河应该会进一步扩大。Palantir 管理层相信,这将在可预见的未来发生,并且 Palantir 可能会成为第一家获得 IL-6 整体批准的公司。未来几年,国防市场可能是 Palantir Technologies 的巨大市场机会:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63c9bdfc460b29e6a19e05ad9f2b1278\" tg-width=\"640\" tg-height=\"397\" width=\"100%\" height=\"auto\"><span>Source: nscai.gov (page 67 of full report)</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:nscai.gov(报告全文第67页)</span></p></blockquote></p><p></p><p> The National Security Commission on Artificial Intelligence forecasts that AI R&D investments will grow to close to $80 billion by 2030. Palantir Technologies will not be able to address all of that market, as this does include hardware, implementation, etc., but even a couple of percentage points of market share would turn into a $1+ billion a year business. Considering that defense is just one of many markets Palantir Technologies is able to address, this seems highly encouraging - especially when we consider that Palantir is doing around $1.5 billion in revenue this year across all markets the company is active in.</p><p><blockquote>美国国家人工智能安全委员会预测,到2030年,人工智能R&D投资将增长到接近800亿美元。Palantir Technologies将无法解决所有这些市场,因为这包括硬件、实施等。,但即使是几个百分点的市场份额也会变成每年10多亿美元的业务。考虑到国防只是 Palantir Technologies 能够解决的众多市场之一,这似乎非常令人鼓舞 - 特别是当我们考虑到 Palantir 今年在该公司活跃的所有市场的收入约为 15 亿美元时。</blockquote></p><p> Palantir Technologies has, thanks to other contracts with military customers, proven that the US Army contract was not an outlier. Instead, Palantir seems to work well with defense customers, which is why the company gets chosen for new contracts again and again - even by the US Space Force.</p><p><blockquote>由于与军事客户的其他合同,Palantir Technologies 已经证明美国陆军合同并不是一个例外。相反,Palantir 似乎与国防客户合作良好,这就是为什么该公司一次又一次地被选中签订新合同——甚至被美国太空军选中。</blockquote></p><p> <b>PLTR Stock Forecast</b></p><p><blockquote><b>PLTR 库存预测</b></blockquote></p><p> Palantir's management believes that the company will be the most important software player in the world one day, and even though I believe that this is far from guaranteed, I do believe that Palantir has massive growth potential for many years to come. Its solutions could have a huge impact in commerce as well as in the military and security fields. Thanks to close relations with customers (as laid out above), a proven track record, and strong talent - which is why stock-based compensation is so high, as that talent is expensive - Palantir should be able to deliver huge revenue growth throughout the 2020s.</p><p><blockquote>Palantir 的管理层相信,该公司有一天将成为世界上最重要的软件公司,尽管我认为这还远不能保证,但我确实相信 Palantir 在未来许多年里具有巨大的增长潜力。它的解决方案可能会对商业以及军事和安全领域产生巨大影响。得益于与客户的密切关系(如上所述)、良好的业绩记录和强大的人才(这就是为什么基于股票的薪酬如此之高,因为这种人才是昂贵的),Palantir 应该能够在整个 2020 年代实现巨大的收入增长。</blockquote></p><p> Management believes that revenue in 2024 will come in around $4 billion, and that aligns pretty well with analyst estimates. During its four quarters as a publicly traded company, Palantir has beaten analyst estimates on both lines four times, thus the company is establishing a pretty clear track record of outperforming expectations. It is, of course, not guaranteed that this will happen in the future, too, but I do believe that there is a pretty solid chance that Palantir could generate more than $4 billion in revenue in 2024. Let's still go with the $4 billion estimate and assume that revenue grows by 30% for the following three years, and by 25% between 2028 and 2030. If that were to happen, then Palantir would generate revenue of $17 billion in 2030, which would pencil out to a ~11x increase in nine years. What could a company with $17 billion in annual sales and 25% revenue growth be valued at?</p><p><blockquote>管理层认为 2024 年收入将达到 40 亿美元左右,这与分析师的预期非常一致。在作为一家上市公司的四个季度中,Palantir 在两条线上都四次超出了分析师的预期,因此该公司正在建立一个非常清晰的业绩超出预期的记录。当然,不能保证未来也会发生这种情况,但我确实相信 Palantir 很有可能在 2024 年产生超过 40 亿美元的收入。让我们仍然采用 40 亿美元的估计,并假设未来三年收入增长 30%,2028 年至 2030 年间增长 25%。如果发生这种情况,那么 Palantir 将在 2030 年产生 170 亿美元的收入,这将在 9 年内增长约 11 倍。一家年销售额为 170 亿美元、收入增长 25% 的公司的估值是多少?</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52c4b159657eb14f408b680d91dd91ca\" tg-width=\"635\" tg-height=\"515\" 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> Major software players such as Microsoft (MSFT), Salesforce.com (CRM), and Adobe (ADBE) are growing by 15%-25% right now, and trade for 11x to 19x this year's sales today. Considering that Palantir does, in our scenario, grow a little faster than these three companies, a 15x sales multiple does not seem outrageous at all, I believe. Based on estimated sales of $17 billion, this gets us to a market capitalization of $255 billion nine years from now, or roughly 5.3x as much as today's market capitalization of $48 billion. This does, however, not mean that PLTR will see its shares climb by 430%, as we also have to consider the company's share count, which has been rising and which will likely continue to rise. It is hard to forecast where exactly the share count will stand nine years from now, as we don't know the trajectory of future share-based compensation and since PLTR might start to repurchase shares in the future. If we assume that the share count rises by 100 million a year (the share count has risen by 80 million shares over the last year, per YCharts), that pencils out to a share count of ~2.9 billion in 2030. Based on an expected market capitalization of $255 billion, this gets us to a share price of around $90 - or roughly 3.5x as much as today. In other words, if this scenario comes true, investors will generate a 9-year return of around 250%, or roughly 15% a year. That is not as outstanding as the returns one would have gotten when one held AMZN(AMZN)over the last nine years, for example, but an annual return in the ballpark of 15% is still highly attractive, I believe.</p><p><blockquote>微软 (MSFT)、Salesforce.com (CRM) 和 Adobe (ADBE) 等主要软件公司目前的销售额增长了 15%-25%,目前的交易额是今年销售额的 11 倍至 19 倍。考虑到在我们的场景中,Palantir 的增长速度确实比这三家公司快一点,我认为 15 倍的销售倍数似乎一点也不离谱。根据 170 亿美元的估计销售额,九年后我们的市值将达到 2550 亿美元,大约是今天 480 亿美元市值的 5.3 倍。然而,这并不意味着 PLTR 的股价将上涨 430%,因为我们还必须考虑该公司的股数,该公司的股数一直在上升,并且可能会继续上升。很难准确预测九年后的股票数量将处于什么位置,因为我们不知道未来基于股票的薪酬的轨迹,而且 PLTR 可能会在未来开始回购股票。如果我们假设股票数量每年增加 1 亿股(根据 YCharts 的数据,去年股票数量增加了 8000 万股),那么到 2030 年,股票数量约为 29 亿股。基于 2550 亿美元的预期市值,这使得我们的股价约为 90 美元,大约是今天的 3.5 倍。换句话说,如果这种情况成真,投资者将获得约 250% 的 9 年回报率,即每年约 15%。例如,这并不像过去九年持有 AMZN (AMZN) 所获得的回报那么出色,但我相信 15% 左右的年回报率仍然非常有吸引力。</blockquote></p><p> One can, of course, argue that this scenario is not realistic and that the growth rate should be higher or lower, or that the sales multiple in 2030 should be different. Still, I believe that this is a solid base case scenario that<i>might</i>be on the conservative side, considering Palantir Technologies' large potential across many different industries.</p><p><blockquote>当然,有人可能会说这种情况不现实,增长率应该更高或更低,或者2030年的销售倍数应该不同。尽管如此,我相信这是一个坚实的基本情况<i>可能</i>考虑到 Palantir Technologies 在许多不同行业的巨大潜力,请采取保守的立场。</blockquote></p><p> <b>PLTR Stock: Is Now A Good Time To Buy Or Sell?</b></p><p><blockquote><b>PLTR 股票:现在是买入还是卖出的好时机?</b></blockquote></p><p></p><p> Palantir is a very different stock compared to what I mostly cover, and what I primarily invest in. At current prices, PLTR looks quite expensive at first sight, trading at ~150x forward earnings. The company, however, offers massive growth potential, attractive fundamentals, and has a huge moat that could grow further once PLTR is IL-6 DoD approved.</p><p><blockquote>与我主要涵盖的股票和我主要投资的股票相比,Palantir 是一只非常不同的股票。按当前价格计算,PLTR 乍一看相当昂贵,交易价格约为远期市盈率的 150 倍。然而,该公司提供了巨大的增长潜力、有吸引力的基本面,并且拥有巨大的护城河,一旦 PLTR 获得 IL-6 国防部批准,该护城河可能会进一步增长。</blockquote></p><p> Palantir is not a low-risk stock, as the company is, like other high-growth stocks trading at high valuations, vulnerable to interest rate movements. On top of that, profitability has not been proven on a lasting basis yet, and we don't know the trajectory of share-based compensation expenses.</p><p><blockquote>Palantir 不是一只低风险股票,因为该公司与其他以高估值交易的高增长股票一样,容易受到利率变动的影响。最重要的是,盈利能力尚未得到持久证明,我们也不知道基于股票的薪酬支出的轨迹。</blockquote></p><p> Nevertheless, I believe that Palantir is a high-growth company that could deliver double-digit total returns in the long run, and due to a huge and fast-growing addressable market and a wide moat, I am willing to invest in this company - unlike many other highly-valued growth companies that I deem unattractive. Whether Palantir Technologies is a good fit for your portfolio depends on your individual goals and risk tolerance, of course, but I wouldn't be surprised to see PLTR rise at least three-fold by the end of the decade.</p><p><blockquote>尽管如此,我相信 Palantir 是一家高增长公司,从长远来看可以提供两位数的总回报,并且由于其庞大且快速增长的潜在市场和宽阔的护城河,我愿意投资这家公司——不像许多其他我认为没有吸引力的高估值成长型公司。当然,Palantir Technologies 是否适合您的投资组合取决于您的个人目标和风险承受能力,但如果看到 PLTR 在本十年末至少增长两倍,我不会感到惊讶。</blockquote></p><p> <b>Is This an Income Stream Which Induces Fear?</b></p><p><blockquote><b>这是一种引发恐惧的收入流吗?</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/6a958be03c050d5cdb47e6524217c231\" tg-width=\"542\" tg-height=\"324\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The primary goal of the Cash Flow Kingdom Income Portfolio is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent.</p><p><blockquote>现金流王国收入投资组合的主要目标是产生7%-10%范围内的整体收益率。我们通过结合几种不同的收入流来形成有吸引力的、稳定的投资组合支出来实现这一目标。投资组合的价格可能会波动,但收入流保持一致。</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>Palantir Stock Price Prediction: Outlook After U.S. Army Selection<blockquote>Palantir 股价预测:美国陆军选择后的展望</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\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\">\nPalantir Stock Price Prediction: Outlook After U.S. Army Selection<blockquote>Palantir 股价预测:美国陆军选择后的展望</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\">2021-10-23 09:50</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>Palantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.</li> <li>PLTR is one of just four IL-5 DoD-certified companies and is moving to IL-6, which should increase its moat further.</li> <li>The company is seemingly expensive on a profit basis, but when we consider PLTR's growth outlook, shares could be a pretty good investment, nevertheless.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa0d32030c1112ab6f00943f9091b85b\" tg-width=\"768\" tg-height=\"516\" width=\"100%\" height=\"auto\"><span>Scott Olson/Getty Images News</span></p><p><blockquote><ul><li>由于合同规模庞大,Palantir 的美国陆军合同对该公司来说是一个巨大的消息。大局也很重要——PLTR 竞争激烈且值得信赖。</li><li>PLTR 是仅有的四家获得 IL-5 国防部认证的公司之一,并正在转向 IL-6,这将进一步增加其护城河。</li><li>就利润而言,该公司似乎很昂贵,但当我们考虑 PLTR 的增长前景时,股票仍然可能是一项相当不错的投资。</li></ul><p class=\"t-img-caption\"><span>斯科特奥尔森/盖蒂图片社新闻</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> Palantir Technologies (PLTR) remains a highly exciting, fast-growing tech company that continues to trade at an expensive valuation. The recent contract with the US Army shows, again, that its proprietary solutions are in a class of their own and that Palantir Technologies is very entrenched in government bodies, which should allow the company to deliver strong growth for many years. Palantir Technologies is not a low-risk pick, but I do believe that, in the long run, investors could see sizeable gains from this stock.</p><p><blockquote>Palantir Technologies (PLTR) 仍然是一家非常令人兴奋、快速发展的科技公司,继续以昂贵的估值进行交易。最近与美国陆军签订的合同再次表明,其专有解决方案是独一无二的,而且 Palantir Technologies 在政府机构中根深蒂固,这应该使该公司能够在未来多年实现强劲增长。Palantir Technologies 并不是一个低风险的选择,但我确实相信,从长远来看,投资者可以从这只股票中获得可观的收益。</blockquote></p><p> <b>Palantir & US Army Contract</b></p><p><blockquote><b>Palantir 与美国陆军合同</b></blockquote></p><p> In early October, Palantir Technologies announced that it was selected by the US Army for a contract worth $823 million that will see the company deliver the Army Intelligence data fabric and analytics foundation for the <i>Capability Drop 2</i> (CD-2) program.</p><p><blockquote>10 月初,Palantir Technologies 宣布被美国陆军选中,签订一份价值 8.23 亿美元的合同,该公司将为美国陆军提供陆军情报数据结构和分析基础。<i>能力下降2</i>(CD-2)方案。</blockquote></p><p> For a company like Palantir, which generates revenue of around $1.5 billion a year right now, an $800+ million contract is huge, of course, but it should be noted that this contract will not see Palantir capture all of that revenue in a short period of time. On top of that, not necessarily all of that revenue will go to Palantir Technologies, as other vendors, e.g., for hardware, might take some share of the contract as well. A more bearish analyst noted that the administration has requested around $100 million for that contract in fiscal 2022, suggesting that it will take several years for Palantir to capture all of the revenue from that contract.</p><p><blockquote>对于像Palantir这样目前每年产生约15亿美元收入的公司来说,一份8亿多美元的合同当然是巨大的,但应该注意的是,这份合同不会让Palantir在短时间内获得所有收入。最重要的是,不一定所有的收入都会流向Palantir Technologies,因为其他供应商,例如硬件供应商,也可能从合同中分得一部分份额。一位更为悲观的分析师指出,政府已要求在 2022 财年为该合同拨款约 1 亿美元,这表明 Palantir 需要几年时间才能从该合同中获得所有收入。</blockquote></p><p> Still, this contract is a major positive, I believe, due to several reasons. First, the decision by the US Army to award the contract to Palantir Technologies suggests that Palantir remains a forerunner on a tech basis in the defense space, despite some analysts and commenters believing that Palantir's offering/services are very commoditized. If that were the case, the contract would likely have gone to a different company that sells its services and products at lower prices - remember that Palantir demands gross margins north of 70% on a company-wide basis. Customers would not be willing to pay that much for a commoditized product that could be supplied by anyone.</p><p><blockquote>尽管如此,我认为这份合同是一个重大的积极因素,原因有几个。首先,美国陆军将合同授予Palantir Technologies的决定表明,Palantir仍然是国防领域技术基础的先驱,尽管一些分析师和评论员认为Palantir的产品/服务非常商品化。如果是这样的话,合同可能会授予另一家以较低价格销售其服务和产品的公司——请记住,Palantir 要求全公司毛利率超过 70%。顾客不会愿意为任何人都可以提供的商品化产品支付那么多钱。</blockquote></p><p> The contract award by the US Army for such a large single contract also indicates that officials see Palantir as capable of delivering on large-scale contracts, despite the fact that Palantir Technologies is, by revenue and employer count, not a very large company today. Officials seem to believe that Palantir is able to execute well on these contracts, which, in turn, suggests that Palantir should have a good chance of getting other contracts of a similar size in the future.</p><p><blockquote>美国陆军授予如此大的单一合同也表明,官员们认为 Palantir 有能力交付大规模合同,尽管就收入和雇主而言,Palantir Technologies 目前并不是一家非常大的公司。官员们似乎相信 Palantir 能够很好地执行这些合同,这反过来又表明 Palantir 未来应该有很好的机会获得其他类似规模的合同。</blockquote></p><p> Palantir's strong position in the defense space versus possible competitors is also indicated by the fact that Palantir Technologies is one of just four companies with a level 5 (IL-5) Department of Defense SaaS approval:</p><p><blockquote>Palantir Technologies 是仅有的四家获得国防部 5 级 (IL-5) SaaS 批准的公司之一,这一事实也表明了 Palantir 在国防领域相对于潜在竞争对手的强势地位:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9381e77c84c44423e48d0947838946a3\" tg-width=\"1273\" tg-height=\"841\" width=\"100%\" height=\"auto\"><span>Source: Palantir</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Palantir</span></p></blockquote></p><p> This alone gives Palantir a major edge versus competitors that are not approved for services this critical. Once Palantir moves to IL-6 approval - at which point the company could also handle DoD classified information - Palantir's moat versus competitors should grow further. Palantir's management believes that this will happen in the foreseeable future and that Palantir will likely be the first company to receive IL-6 approval overall. The defense market could be a huge market opportunity for Palantir Technologies over the next couple of years:</p><p><blockquote>仅此一点就给了 Palantir 相对于未获得如此关键服务批准的竞争对手的主要优势。一旦 Palantir 获得 IL-6 批准(届时该公司还可以处理国防部机密信息),Palantir 相对于竞争对手的护城河应该会进一步扩大。Palantir 管理层相信,这将在可预见的未来发生,并且 Palantir 可能会成为第一家获得 IL-6 整体批准的公司。未来几年,国防市场可能是 Palantir Technologies 的巨大市场机会:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63c9bdfc460b29e6a19e05ad9f2b1278\" tg-width=\"640\" tg-height=\"397\" width=\"100%\" height=\"auto\"><span>Source: nscai.gov (page 67 of full report)</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:nscai.gov(报告全文第67页)</span></p></blockquote></p><p></p><p> The National Security Commission on Artificial Intelligence forecasts that AI R&D investments will grow to close to $80 billion by 2030. Palantir Technologies will not be able to address all of that market, as this does include hardware, implementation, etc., but even a couple of percentage points of market share would turn into a $1+ billion a year business. Considering that defense is just one of many markets Palantir Technologies is able to address, this seems highly encouraging - especially when we consider that Palantir is doing around $1.5 billion in revenue this year across all markets the company is active in.</p><p><blockquote>美国国家人工智能安全委员会预测,到2030年,人工智能R&D投资将增长到接近800亿美元。Palantir Technologies将无法解决所有这些市场,因为这包括硬件、实施等。,但即使是几个百分点的市场份额也会变成每年10多亿美元的业务。考虑到国防只是 Palantir Technologies 能够解决的众多市场之一,这似乎非常令人鼓舞 - 特别是当我们考虑到 Palantir 今年在该公司活跃的所有市场的收入约为 15 亿美元时。</blockquote></p><p> Palantir Technologies has, thanks to other contracts with military customers, proven that the US Army contract was not an outlier. Instead, Palantir seems to work well with defense customers, which is why the company gets chosen for new contracts again and again - even by the US Space Force.</p><p><blockquote>由于与军事客户的其他合同,Palantir Technologies 已经证明美国陆军合同并不是一个例外。相反,Palantir 似乎与国防客户合作良好,这就是为什么该公司一次又一次地被选中签订新合同——甚至被美国太空军选中。</blockquote></p><p> <b>PLTR Stock Forecast</b></p><p><blockquote><b>PLTR 库存预测</b></blockquote></p><p> Palantir's management believes that the company will be the most important software player in the world one day, and even though I believe that this is far from guaranteed, I do believe that Palantir has massive growth potential for many years to come. Its solutions could have a huge impact in commerce as well as in the military and security fields. Thanks to close relations with customers (as laid out above), a proven track record, and strong talent - which is why stock-based compensation is so high, as that talent is expensive - Palantir should be able to deliver huge revenue growth throughout the 2020s.</p><p><blockquote>Palantir 的管理层相信,该公司有一天将成为世界上最重要的软件公司,尽管我认为这还远不能保证,但我确实相信 Palantir 在未来许多年里具有巨大的增长潜力。它的解决方案可能会对商业以及军事和安全领域产生巨大影响。得益于与客户的密切关系(如上所述)、良好的业绩记录和强大的人才(这就是为什么基于股票的薪酬如此之高,因为这种人才是昂贵的),Palantir 应该能够在整个 2020 年代实现巨大的收入增长。</blockquote></p><p> Management believes that revenue in 2024 will come in around $4 billion, and that aligns pretty well with analyst estimates. During its four quarters as a publicly traded company, Palantir has beaten analyst estimates on both lines four times, thus the company is establishing a pretty clear track record of outperforming expectations. It is, of course, not guaranteed that this will happen in the future, too, but I do believe that there is a pretty solid chance that Palantir could generate more than $4 billion in revenue in 2024. Let's still go with the $4 billion estimate and assume that revenue grows by 30% for the following three years, and by 25% between 2028 and 2030. If that were to happen, then Palantir would generate revenue of $17 billion in 2030, which would pencil out to a ~11x increase in nine years. What could a company with $17 billion in annual sales and 25% revenue growth be valued at?</p><p><blockquote>管理层认为 2024 年收入将达到 40 亿美元左右,这与分析师的预期非常一致。在作为一家上市公司的四个季度中,Palantir 在两条线上都四次超出了分析师的预期,因此该公司正在建立一个非常清晰的业绩超出预期的记录。当然,不能保证未来也会发生这种情况,但我确实相信 Palantir 很有可能在 2024 年产生超过 40 亿美元的收入。让我们仍然采用 40 亿美元的估计,并假设未来三年收入增长 30%,2028 年至 2030 年间增长 25%。如果发生这种情况,那么 Palantir 将在 2030 年产生 170 亿美元的收入,这将在 9 年内增长约 11 倍。一家年销售额为 170 亿美元、收入增长 25% 的公司的估值是多少?</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52c4b159657eb14f408b680d91dd91ca\" tg-width=\"635\" tg-height=\"515\" 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> Major software players such as Microsoft (MSFT), Salesforce.com (CRM), and Adobe (ADBE) are growing by 15%-25% right now, and trade for 11x to 19x this year's sales today. Considering that Palantir does, in our scenario, grow a little faster than these three companies, a 15x sales multiple does not seem outrageous at all, I believe. Based on estimated sales of $17 billion, this gets us to a market capitalization of $255 billion nine years from now, or roughly 5.3x as much as today's market capitalization of $48 billion. This does, however, not mean that PLTR will see its shares climb by 430%, as we also have to consider the company's share count, which has been rising and which will likely continue to rise. It is hard to forecast where exactly the share count will stand nine years from now, as we don't know the trajectory of future share-based compensation and since PLTR might start to repurchase shares in the future. If we assume that the share count rises by 100 million a year (the share count has risen by 80 million shares over the last year, per YCharts), that pencils out to a share count of ~2.9 billion in 2030. Based on an expected market capitalization of $255 billion, this gets us to a share price of around $90 - or roughly 3.5x as much as today. In other words, if this scenario comes true, investors will generate a 9-year return of around 250%, or roughly 15% a year. That is not as outstanding as the returns one would have gotten when one held AMZN(AMZN)over the last nine years, for example, but an annual return in the ballpark of 15% is still highly attractive, I believe.</p><p><blockquote>微软 (MSFT)、Salesforce.com (CRM) 和 Adobe (ADBE) 等主要软件公司目前的销售额增长了 15%-25%,目前的交易额是今年销售额的 11 倍至 19 倍。考虑到在我们的场景中,Palantir 的增长速度确实比这三家公司快一点,我认为 15 倍的销售倍数似乎一点也不离谱。根据 170 亿美元的估计销售额,九年后我们的市值将达到 2550 亿美元,大约是今天 480 亿美元市值的 5.3 倍。然而,这并不意味着 PLTR 的股价将上涨 430%,因为我们还必须考虑该公司的股数,该公司的股数一直在上升,并且可能会继续上升。很难准确预测九年后的股票数量将处于什么位置,因为我们不知道未来基于股票的薪酬的轨迹,而且 PLTR 可能会在未来开始回购股票。如果我们假设股票数量每年增加 1 亿股(根据 YCharts 的数据,去年股票数量增加了 8000 万股),那么到 2030 年,股票数量约为 29 亿股。基于 2550 亿美元的预期市值,这使得我们的股价约为 90 美元,大约是今天的 3.5 倍。换句话说,如果这种情况成真,投资者将获得约 250% 的 9 年回报率,即每年约 15%。例如,这并不像过去九年持有 AMZN (AMZN) 所获得的回报那么出色,但我相信 15% 左右的年回报率仍然非常有吸引力。</blockquote></p><p> One can, of course, argue that this scenario is not realistic and that the growth rate should be higher or lower, or that the sales multiple in 2030 should be different. Still, I believe that this is a solid base case scenario that<i>might</i>be on the conservative side, considering Palantir Technologies' large potential across many different industries.</p><p><blockquote>当然,有人可能会说这种情况不现实,增长率应该更高或更低,或者2030年的销售倍数应该不同。尽管如此,我相信这是一个坚实的基本情况<i>可能</i>考虑到 Palantir Technologies 在许多不同行业的巨大潜力,请采取保守的立场。</blockquote></p><p> <b>PLTR Stock: Is Now A Good Time To Buy Or Sell?</b></p><p><blockquote><b>PLTR 股票:现在是买入还是卖出的好时机?</b></blockquote></p><p></p><p> Palantir is a very different stock compared to what I mostly cover, and what I primarily invest in. At current prices, PLTR looks quite expensive at first sight, trading at ~150x forward earnings. The company, however, offers massive growth potential, attractive fundamentals, and has a huge moat that could grow further once PLTR is IL-6 DoD approved.</p><p><blockquote>与我主要涵盖的股票和我主要投资的股票相比,Palantir 是一只非常不同的股票。按当前价格计算,PLTR 乍一看相当昂贵,交易价格约为远期市盈率的 150 倍。然而,该公司提供了巨大的增长潜力、有吸引力的基本面,并且拥有巨大的护城河,一旦 PLTR 获得 IL-6 国防部批准,该护城河可能会进一步增长。</blockquote></p><p> Palantir is not a low-risk stock, as the company is, like other high-growth stocks trading at high valuations, vulnerable to interest rate movements. On top of that, profitability has not been proven on a lasting basis yet, and we don't know the trajectory of share-based compensation expenses.</p><p><blockquote>Palantir 不是一只低风险股票,因为该公司与其他以高估值交易的高增长股票一样,容易受到利率变动的影响。最重要的是,盈利能力尚未得到持久证明,我们也不知道基于股票的薪酬支出的轨迹。</blockquote></p><p> Nevertheless, I believe that Palantir is a high-growth company that could deliver double-digit total returns in the long run, and due to a huge and fast-growing addressable market and a wide moat, I am willing to invest in this company - unlike many other highly-valued growth companies that I deem unattractive. Whether Palantir Technologies is a good fit for your portfolio depends on your individual goals and risk tolerance, of course, but I wouldn't be surprised to see PLTR rise at least three-fold by the end of the decade.</p><p><blockquote>尽管如此,我相信 Palantir 是一家高增长公司,从长远来看可以提供两位数的总回报,并且由于其庞大且快速增长的潜在市场和宽阔的护城河,我愿意投资这家公司——不像许多其他我认为没有吸引力的高估值成长型公司。当然,Palantir Technologies 是否适合您的投资组合取决于您的个人目标和风险承受能力,但如果看到 PLTR 在本十年末至少增长两倍,我不会感到惊讶。</blockquote></p><p> <b>Is This an Income Stream Which Induces Fear?</b></p><p><blockquote><b>这是一种引发恐惧的收入流吗?</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/6a958be03c050d5cdb47e6524217c231\" tg-width=\"542\" tg-height=\"324\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The primary goal of the Cash Flow Kingdom Income Portfolio is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent.</p><p><blockquote>现金流王国收入投资组合的主要目标是产生7%-10%范围内的整体收益率。我们通过结合几种不同的收入流来形成有吸引力的、稳定的投资组合支出来实现这一目标。投资组合的价格可能会波动,但收入流保持一致。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4461220-palantir-stock-price-prediction\">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":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4461220-palantir-stock-price-prediction","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177255738","content_text":"Summary\n\nPalantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.\nPLTR is one of just four IL-5 DoD-certified companies and is moving to IL-6, which should increase its moat further.\nThe company is seemingly expensive on a profit basis, but when we consider PLTR's growth outlook, shares could be a pretty good investment, nevertheless.\n\nScott Olson/Getty Images News\nArticle Thesis\nPalantir Technologies (PLTR) remains a highly exciting, fast-growing tech company that continues to trade at an expensive valuation. The recent contract with the US Army shows, again, that its proprietary solutions are in a class of their own and that Palantir Technologies is very entrenched in government bodies, which should allow the company to deliver strong growth for many years. Palantir Technologies is not a low-risk pick, but I do believe that, in the long run, investors could see sizeable gains from this stock.\nPalantir & US Army Contract\nIn early October, Palantir Technologies announced that it was selected by the US Army for a contract worth $823 million that will see the company deliver the Army Intelligence data fabric and analytics foundation for the Capability Drop 2 (CD-2) program.\nFor a company like Palantir, which generates revenue of around $1.5 billion a year right now, an $800+ million contract is huge, of course, but it should be noted that this contract will not see Palantir capture all of that revenue in a short period of time. On top of that, not necessarily all of that revenue will go to Palantir Technologies, as other vendors, e.g., for hardware, might take some share of the contract as well. A more bearish analyst noted that the administration has requested around $100 million for that contract in fiscal 2022, suggesting that it will take several years for Palantir to capture all of the revenue from that contract.\nStill, this contract is a major positive, I believe, due to several reasons. First, the decision by the US Army to award the contract to Palantir Technologies suggests that Palantir remains a forerunner on a tech basis in the defense space, despite some analysts and commenters believing that Palantir's offering/services are very commoditized. If that were the case, the contract would likely have gone to a different company that sells its services and products at lower prices - remember that Palantir demands gross margins north of 70% on a company-wide basis. Customers would not be willing to pay that much for a commoditized product that could be supplied by anyone.\nThe contract award by the US Army for such a large single contract also indicates that officials see Palantir as capable of delivering on large-scale contracts, despite the fact that Palantir Technologies is, by revenue and employer count, not a very large company today. Officials seem to believe that Palantir is able to execute well on these contracts, which, in turn, suggests that Palantir should have a good chance of getting other contracts of a similar size in the future.\nPalantir's strong position in the defense space versus possible competitors is also indicated by the fact that Palantir Technologies is one of just four companies with a level 5 (IL-5) Department of Defense SaaS approval:\nSource: Palantir\nThis alone gives Palantir a major edge versus competitors that are not approved for services this critical. Once Palantir moves to IL-6 approval - at which point the company could also handle DoD classified information - Palantir's moat versus competitors should grow further. Palantir's management believes that this will happen in the foreseeable future and that Palantir will likely be the first company to receive IL-6 approval overall. The defense market could be a huge market opportunity for Palantir Technologies over the next couple of years:\nSource: nscai.gov (page 67 of full report)\nThe National Security Commission on Artificial Intelligence forecasts that AI R&D investments will grow to close to $80 billion by 2030. Palantir Technologies will not be able to address all of that market, as this does include hardware, implementation, etc., but even a couple of percentage points of market share would turn into a $1+ billion a year business. Considering that defense is just one of many markets Palantir Technologies is able to address, this seems highly encouraging - especially when we consider that Palantir is doing around $1.5 billion in revenue this year across all markets the company is active in.\nPalantir Technologies has, thanks to other contracts with military customers, proven that the US Army contract was not an outlier. Instead, Palantir seems to work well with defense customers, which is why the company gets chosen for new contracts again and again - even by the US Space Force.\nPLTR Stock Forecast\nPalantir's management believes that the company will be the most important software player in the world one day, and even though I believe that this is far from guaranteed, I do believe that Palantir has massive growth potential for many years to come. Its solutions could have a huge impact in commerce as well as in the military and security fields. Thanks to close relations with customers (as laid out above), a proven track record, and strong talent - which is why stock-based compensation is so high, as that talent is expensive - Palantir should be able to deliver huge revenue growth throughout the 2020s.\nManagement believes that revenue in 2024 will come in around $4 billion, and that aligns pretty well with analyst estimates. During its four quarters as a publicly traded company, Palantir has beaten analyst estimates on both lines four times, thus the company is establishing a pretty clear track record of outperforming expectations. It is, of course, not guaranteed that this will happen in the future, too, but I do believe that there is a pretty solid chance that Palantir could generate more than $4 billion in revenue in 2024. Let's still go with the $4 billion estimate and assume that revenue grows by 30% for the following three years, and by 25% between 2028 and 2030. If that were to happen, then Palantir would generate revenue of $17 billion in 2030, which would pencil out to a ~11x increase in nine years. What could a company with $17 billion in annual sales and 25% revenue growth be valued at?\nData by YCharts\nMajor software players such as Microsoft (MSFT), Salesforce.com (CRM), and Adobe (ADBE) are growing by 15%-25% right now, and trade for 11x to 19x this year's sales today. Considering that Palantir does, in our scenario, grow a little faster than these three companies, a 15x sales multiple does not seem outrageous at all, I believe. Based on estimated sales of $17 billion, this gets us to a market capitalization of $255 billion nine years from now, or roughly 5.3x as much as today's market capitalization of $48 billion. This does, however, not mean that PLTR will see its shares climb by 430%, as we also have to consider the company's share count, which has been rising and which will likely continue to rise. It is hard to forecast where exactly the share count will stand nine years from now, as we don't know the trajectory of future share-based compensation and since PLTR might start to repurchase shares in the future. If we assume that the share count rises by 100 million a year (the share count has risen by 80 million shares over the last year, per YCharts), that pencils out to a share count of ~2.9 billion in 2030. Based on an expected market capitalization of $255 billion, this gets us to a share price of around $90 - or roughly 3.5x as much as today. In other words, if this scenario comes true, investors will generate a 9-year return of around 250%, or roughly 15% a year. That is not as outstanding as the returns one would have gotten when one held AMZN(AMZN)over the last nine years, for example, but an annual return in the ballpark of 15% is still highly attractive, I believe.\nOne can, of course, argue that this scenario is not realistic and that the growth rate should be higher or lower, or that the sales multiple in 2030 should be different. Still, I believe that this is a solid base case scenario thatmightbe on the conservative side, considering Palantir Technologies' large potential across many different industries.\nPLTR Stock: Is Now A Good Time To Buy Or Sell?\nPalantir is a very different stock compared to what I mostly cover, and what I primarily invest in. At current prices, PLTR looks quite expensive at first sight, trading at ~150x forward earnings. The company, however, offers massive growth potential, attractive fundamentals, and has a huge moat that could grow further once PLTR is IL-6 DoD approved.\nPalantir is not a low-risk stock, as the company is, like other high-growth stocks trading at high valuations, vulnerable to interest rate movements. On top of that, profitability has not been proven on a lasting basis yet, and we don't know the trajectory of share-based compensation expenses.\nNevertheless, I believe that Palantir is a high-growth company that could deliver double-digit total returns in the long run, and due to a huge and fast-growing addressable market and a wide moat, I am willing to invest in this company - unlike many other highly-valued growth companies that I deem unattractive. Whether Palantir Technologies is a good fit for your portfolio depends on your individual goals and risk tolerance, of course, but I wouldn't be surprised to see PLTR rise at least three-fold by the end of the decade.\nIs This an Income Stream Which Induces Fear?\n\nThe primary goal of the Cash Flow Kingdom Income Portfolio is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":3707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858806025,"gmtCreate":1635031608725,"gmtModify":1635031609767,"author":{"id":"3576990637797737","authorId":"3576990637797737","name":"1Man2Stonks","avatar":"https://static.tigerbbs.com/2c93182b4ac6670e37860fa9cbdfd2d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576990637797737","idStr":"3576990637797737"},"themes":[],"title":"","htmlText":"Omg what happened","listText":"Omg what happened","text":"Omg what happened","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/858806025","repostId":"2177414750","repostType":4,"isVote":1,"tweetType":1,"viewCount":3600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858808575,"gmtCreate":1635031594146,"gmtModify":1635031595168,"author":{"id":"3576990637797737","authorId":"3576990637797737","name":"1Man2Stonks","avatar":"https://static.tigerbbs.com/2c93182b4ac6670e37860fa9cbdfd2d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576990637797737","idStr":"3576990637797737"},"themes":[],"title":"","htmlText":"Go go Google","listText":"Go go Google","text":"Go go Google","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/858808575","repostId":"2177121214","repostType":4,"isVote":1,"tweetType":1,"viewCount":3352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858094512,"gmtCreate":1634951248854,"gmtModify":1634951293950,"author":{"id":"3576990637797737","authorId":"3576990637797737","name":"1Man2Stonks","avatar":"https://static.tigerbbs.com/2c93182b4ac6670e37860fa9cbdfd2d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576990637797737","idStr":"3576990637797737"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/858094512","repostId":"2177411191","repostType":4,"isVote":1,"tweetType":1,"viewCount":1130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858094253,"gmtCreate":1634951238481,"gmtModify":1634951289909,"author":{"id":"3576990637797737","authorId":"3576990637797737","name":"1Man2Stonks","avatar":"https://static.tigerbbs.com/2c93182b4ac6670e37860fa9cbdfd2d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576990637797737","idStr":"3576990637797737"},"themes":[],"title":"","htmlText":"Omg nice","listText":"Omg nice","text":"Omg nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858094253","repostId":"1164481224","repostType":4,"repost":{"id":"1164481224","kind":"news","pubTimestamp":1634947050,"share":"https://www.laohunote.com/m/news/1164481224?lang=zh_CN&edition=full","pubTime":"2021-10-23 07:57","market":"us","language":"en","title":"US IPO Weekly Recap: Portillo’s gains 87% in an 11 IPO week<blockquote>美国 IPO 每周回顾: Portillo 在 IPO 第 11 周上涨 87%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1164481224","media":"Renaissance Capital","summary":"The fall IPO market kept a brisk pace this past week with 11 IPOs, led by restaurant chain Portillo’s. SPACs also stayed active, with 18 blank check IPOs. There was one postponement: winery Winc . New filers continue to flood the pipeline, with 14 IPOs and X SPACs submitting initial filings.Portillo’s priced at the high end to raise $405 million at a $1.4 billion market cap. Acquired by Berkshire Partners in 2014, Portillo's owns and operates a fast casual chain with 67 restaurants primarily in ","content":"<p>The fall IPO market kept a brisk pace this past week with 11 IPOs, led by restaurant chain <b>Portillo’s</b>(PTLO). SPACs also stayed active, with 18 blank check IPOs. There was one postponement: winery Winc (WBEV). New filers continue to flood the pipeline, with 14 IPOs and X SPACs submitting initial filings.</p><p><blockquote>过去一周,秋季IPO市场保持了快速增长的步伐,共有11家IPO,其中以连锁餐厅为首<b>波蒂略的</b>(普特洛)。SPAC 也保持活跃,有 18 家空白支票 IPO。有一个延期:Winc酒厂(WBEV)。新的申报者继续涌入,14 家 IPO 和 X 家 SPAC 提交了初始申请。</blockquote></p><p> <b>Portillo’s</b>(PTLO) priced at the high end to raise $405 million at a $1.4 billion market cap. Acquired by Berkshire Partners in 2014, Portillo's owns and operates a fast casual chain with 67 restaurants primarily in the Chicago metro area. While the company has seen guest traffic fall slightly in the 3Q21, it believes its concept can support 600+ locations in the US over time. After popping 46% on its first day, Portillo’s finished up 87%.</p><p><blockquote><b>波蒂略的</b>(PTLO) 定价高端,以 14 亿美元的市值筹集 4.05 亿美元。Portillo's 于 2014 年被伯克希尔合伙公司 (Berkshire Partners) 收购,拥有并经营一家快速休闲连锁店,主要在芝加哥都会区拥有 67 家餐厅。虽然该公司看到2021年第三季度的客流量略有下降,但它相信随着时间的推移,其概念可以支持美国600多个地点。Portillo 餐厅首日大涨 46%,最终上涨 87%。</blockquote></p><p> Micro-cap biotech <b>Context Therapeutics</b>(CNTX) raised $25 million at a $51 million market cap. Its sole clinical candidate is being developed for ovarian, breast, and endometrial cancer in multiple clinical trials. The company expects preliminary results of its Phase 2 trial in ovarian cancer patients with high levels of progesterone receptor in the 2H21. Context finished up 40%.</p><p><blockquote>微帽生物技术<b>背景疗法</b>(CNTX) 以 5100 万美元的市值筹集了 2500 万美元。其唯一的临床候选药物正在多项临床试验中开发,用于治疗卵巢癌、乳腺癌和子宫内膜癌。该公司预计其在2H21中孕酮受体水平较高的卵巢癌患者中进行的2期试验的初步结果。上下文完成40%。</blockquote></p><p> Crypto miner <b>Stronghold Digital Mining</b>(SDIG) upsized and priced above the range to raise $127 million at an $875 million market cap. Stronghold wholly-owns and operates a low-cost, environmentally-beneficial coal refuse power generation facility, boasting approximately 3,000 crypto asset mining computers. The company is unprofitable, and it depends on the volatile Bitcoin market. Stronghold finished up 33%.</p><p><blockquote>加密矿工<b>据点数字采矿</b>(SDIG) 扩大规模并定价高于该范围,以 8.75 亿美元的市值筹集了 1.27 亿美元。Stronghold全资拥有并运营一个低成本、环保的煤矸石发电设施,拥有大约3,000台加密资产挖掘计算机。该公司无利可图,并且依赖于动荡的比特币市场。据点收盘上涨33%。</blockquote></p><p> Software provider <b>Enfusion</b>(ENFN) priced at the high end to raise $319 million at a $2.3 billion market cap. This company provides end-to-end cloud-based investment management software. The company is profitable with strong growth, though it is small and operates in a competitive industry with larger players. Enfusion finished up 17%.</p><p><blockquote>软件提供商<b>输液</b>(ENFN) 定价高端,以 23 亿美元的市值筹集 3.19 亿美元。该公司提供端到端基于云的投资管理软件。该公司盈利且增长强劲,尽管规模较小,且所处行业竞争激烈,参与者规模较大。输注完成17%。</blockquote></p><p> Inflammatory disease biotech <b>Ventyx Biosciences</b>(VTYX) upsized and priced at the midpoint to raise $152 million at an $842 million market cap. Its lead candidate is VTX958, an oral, selective tyrosine kinase type 2 inhibitor initially being developed for psoriasis, psoriatic arthritis, and Crohn's disease. VTX958 has completed the single-ascending dose portion of its Phase 1 trial, with the multiple-ascending dose part expected to begin in the 4Q21. Ventyx finished up 17%.</p><p><blockquote>炎症性疾病生物技术<b>Ventyx生物科学</b>(VTYX) 在中点扩大规模并定价,以 8.42 亿美元的市值筹集了 1.52 亿美元。其主要候选药物是 VTX958,这是一种口服选择性酪氨酸激酶 2 型抑制剂,最初用于治疗银屑病、银屑病关节炎和克罗恩病。VTX958已完成其1期试验的单次递增剂量部分,多次递增剂量部分预计将在2021年第四季度开始。Ventyx 收盘上涨 17%。</blockquote></p><p> <b>Aris Water Solutions</b>(ARIS) priced well below the range to raise $229 million at a $704 million market cap. Aris’ integrated pipelines and related infrastructure deliver water management, recycling, and supply solutions to operators in the core areas of the Permian Basin, including affiliates of ConocoPhillips and Exxon Mobil. The company is leveraged post-IPO. Aris finished up 10%.</p><p><blockquote><b>阿里斯水解决方案</b>(ARIS) 的定价远低于该范围,以 7.04 亿美元的市值筹集了 2.29 亿美元。Aris 的综合管道和相关基础设施为二叠纪盆地核心地区的运营商(包括康菲石油公司和埃克森美孚公司的子公司)提供水管理、回收和供应解决方案。该公司在首次公开募股后处于杠杆状态。阿里斯上涨了10%。</blockquote></p><p> Formerly listed on the OTC,<b>P10</b>(PX) priced below the range to raise $240 million at a $1.5 billion market cap. P10 is a multi-asset class middle/lower-middle private market-focused asset manager with over $14 billion fee-paying AUM. While the company has grown AUM at a 60%+ CAGR since 2018, increasing competition for suitable investments could impact returns. P10 finished flat.</p><p><blockquote>此前在OTC上市,<b>P10</b>(PX) 定价低于区间,以 15 亿美元的市值筹集 2.4 亿美元。P10是一家专注于多资产类别中/中下私人市场的资产管理公司,拥有超过140亿美元的付费资产管理规模。虽然自2018年以来,该公司的资产管理规模以60%以上的CAGR增长,但对合适投资的日益激烈的竞争可能会影响回报。P10成品平坦。</blockquote></p><p> Solid tumor biotech <b>Xilio Therapeutics</b>(XLO) priced at the low end to raise $118 million at a $457 million market cap. Xilio's most advanced candidates are XTX101, an anti-CTLA-4 mAb, and XTX202, an IL-2 therapy. The company recently initiated a Phase 1 trial of XTX101 for solid tumors, and in September 2021, submitted an IND to evaluate XTX202 in patients with solid tumors. Xilio finished flat.</p><p><blockquote>实体瘤生物技术<b>Xilio疗法</b>(XLO) 定价较低,以 4.57 亿美元的市值筹集 1.18 亿美元。Xilio 最先进的候选药物是抗 CTLA-4 mAb XTX101 和 IL-2 疗法 XTX202。该公司最近启动了XTX101用于实体瘤的1期试验,并于2021年9月提交了一份IND,以评估XTX202在实体瘤患者中的应用。西利奥平局。</blockquote></p><p> Autonomous vehicle play <b>Cyngn</b>(CYN) priced at the low end to raise $26 million at a $254 million market cap. Backed by Benchmark Capital, the pre-revenue company’s Enterprise Autonomy Suite (EAS) is not commercially available yet. It intends to begin marketing EAS to customers in 2022. Cyngn finished down 1%.</p><p><blockquote>自动驾驶车辆游戏<b>天鹅</b>(CYN) 定价较低,以 2.54 亿美元的市值筹集 2600 万美元。在 Benchmark Capital 的支持下,这家预营收公司的企业自主套件(EAS)尚未商业化。它打算在2022年开始向客户营销EA。Cyngn 收盘下跌 1%。</blockquote></p><p> Coconut water brand <b>Vita Coco</b>(COCO) priced well below the range to raise $173 million at an $859 million market cap. Its portfolio is led by Vita Coco, the leader in the global coconut water category with a 40%+ share of the US market. The company has maintained profitable growth coming out of the pandemic, though it saw margin contraction in the 1H21. Vita Coco finished down 7%.</p><p><blockquote>椰子水品牌<b>可可生活</b>(COCO) 的定价远低于该范围,以 8.59 亿美元的市值筹集了 1.73 亿美元。其产品组合由Vita Coco领导,Vita Coco是全球椰子水类别的领导者,在美国市场份额超过40%。尽管 2021 年上半年利润率有所收缩,但该公司在疫情结束后仍保持了盈利增长。Vita Coco 收盘下跌 7%。</blockquote></p><p> <b>Minerva Surgical</b>(UTRS) priced well below the range to raise $75 million at a $350 million market cap. Minerva is focused on developing, manufacturing, and commercializing minimally invasive solutions for uterine healthcare. Fast growing and highly unprofitable, Minerva has a broad product line of hysterectomy alternatives. Minerva finished down 25%.</p><p><blockquote><b>密涅瓦外科</b>(UTRS) 的定价远低于该范围,以 3.5 亿美元的市值筹集了 7500 万美元。密涅瓦专注于子宫保健微创解决方案的开发、制造和商业化。快速增长和高度无利可图,密涅瓦有一个广泛的子宫切除术替代产品线。密涅瓦收盘下跌 25%。</blockquote></p><p> 18 SPACs went public this past week led by sports-focused <b>Iconic Sports Acquisition</b>(ICNC.U), which raised $300 million.</p><p><blockquote>上周 18 家 SPAC 上市,由专注于体育的公司牵头<b>标志性体育收购</b>(ICNC.U),筹集了 3 亿美元。</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/606754acd4b9cd1d84ec3c5ea6f9605a\" tg-width=\"1269\" tg-height=\"678\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6b36628e8253a36ef56ff1a5bbeae487\" tg-width=\"1270\" tg-height=\"690\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6a808ae0efce1c3b098f420cdd767a3c\" tg-width=\"1270\" tg-height=\"692\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/b7d642fcd039ab6a1f453c2a0c4c116b\" tg-width=\"1270\" tg-height=\"71\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> 14 IPOs submitted initial filings. Healthcare services provider <b>BrightSpring Health Group</b>(BSHS.RC) filed for an estimated $750 million IPO. Cannabis finance REIT <b>Freehold Properties</b>(FHP) filed to raise $115 million. Storage cloud platform <b>Backblaze</b>(BLZE), insight network <b>Gerson Lehrman Group</b>(GLGX), childcare services provider <b>KinderCare Learning Companies</b>(KLC), benefit eligibility platform <b>Trajector</b>(TJCT.RC), customer engagement platforms <b>Weave Communications</b>(WEAV) and <b>Braze</b>(BRZE), and solar-powered vehicle developer <b>Sono Group</b>(SEV) all filed to raise $100 million. Consumer products company <b>Synergy CHC</b>(SNYR) filed to raise $69 million, German laser communications firm <b>Mynaric</b>(MYNA) filed to raise $60 million, Australian green energy company <b>Verdant Earth Technologies</b>(VDNT) filed to raise $54 million, commercial drug maker <b>Journey Medical</b>(DERM) filed to raise $40 million, and Canadian gold exploration company <b>Austin Gold</b>(AGLD.RC) filed to raise $16 million.</p><p><blockquote>14 家 IPO 提交了初始文件。医疗保健服务提供商<b>BrightSpring健康集团</b>(BSHS.RC) 申请了约 7.5 亿美元的 IPO。大麻金融房地产投资信托基金<b>永久业权物业</b>(FHP) 申请筹集 1.15 亿美元。存储云平台<b>回火</b>(BLZE),洞察网络<b>格森·莱尔曼集团</b>(GLGX),儿童保育服务提供商<b>儿童保育学习公司</b>(KLC),福利资格平台<b>轨迹</b>(TJCT.RC),客户参与平台<b>编织通信</b>(编织)和<b>钎焊</b>(BRZE)和太阳能汽车开发商<b>索诺集团</b>(SEV)全部申请筹集1亿美元。消费品公司<b>协同CHC</b>(SNYR) 申请筹集 6900 万美元,德国激光通信公司<b>米纳里奇</b>(MYNA) 申请筹集 6000 万美元,澳大利亚绿色能源公司<b>绿色地球技术</b>(VDNT) 申请筹集 5400 万美元,商业制药商<b>旅程医疗</b>(DERM) 申请筹集 4000 万美元,加拿大黄金勘探公司<b>奥斯汀黄金</b>(AGLD.RC) 申请筹集 1600 万美元。</blockquote></p><p> 14 SPACs submitted initial filings led by Orion Resource Partners’ <b>Rigel Resource Acquisition</b>(RRAC.U) and TMT-focused <b>Roman DBDR Tech Acquisition II</b>(RDTXU), which both filed to raise $250 million.</p><p><blockquote>14 家 SPAC 提交了初步文件,由 Orion Resource Partners 牵头<b>Rigel 资源收购</b>(RRAC.U) 和专注于 TMT<b>罗马 DBDR 技术收购 II</b>(RDTXU),两家公司都申请筹集 2.5 亿美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f0f7ede658c2246777e45e735571dfbf\" tg-width=\"1270\" tg-height=\"678\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/ca8e4dd78ca6985d97ae9ba34169e8ac\" tg-width=\"1272\" tg-height=\"690\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/f5898cc8f8899f1a6f22cb564d8ad05b\" tg-width=\"1271\" tg-height=\"689\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 10/21/2021, the Renaissance IPO Index was up 8.2% year-to-date, while the S&P 500 was up 21.1%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Moderna (MRNA) and Uber Technologies (UBER). The Renaissance International IPO Index was down 15.8% year-to-date, while the ACWX was up 9.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Meituan-Dianping and SoftBank.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至2021年10月21日,文艺复兴IPO指数年初至今上涨8.2%,而标普500上涨21.1%。Renaissance Capital 的 IPO ETF(纽约证券交易所股票代码:IPO)追踪该指数,持有量最大的 ETF 包括 Moderna (MRNA) 和 Uber Technologies (UBER)。Renaissance International IPO 指数今年迄今下跌 15.8%,而 ACWX 指数上涨 9.1%。Renaissance Capital 的国际 IPO ETF(纽约证券交易所股票代码:IPOS)追踪该指数,持有量最大的 ETF 包括美团-W大众点评和软银。</blockquote></p><p></p>","source":"lsy1603787993745","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US IPO Weekly Recap: Portillo’s gains 87% in an 11 IPO week<blockquote>美国 IPO 每周回顾: Portillo 在 IPO 第 11 周上涨 87%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Weekly Recap: Portillo’s gains 87% in an 11 IPO week<blockquote>美国 IPO 每周回顾: Portillo 在 IPO 第 11 周上涨 87%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Renaissance Capital</strong><span class=\"h-time small\">2021-10-23 07:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The fall IPO market kept a brisk pace this past week with 11 IPOs, led by restaurant chain <b>Portillo’s</b>(PTLO). SPACs also stayed active, with 18 blank check IPOs. There was one postponement: winery Winc (WBEV). New filers continue to flood the pipeline, with 14 IPOs and X SPACs submitting initial filings.</p><p><blockquote>过去一周,秋季IPO市场保持了快速增长的步伐,共有11家IPO,其中以连锁餐厅为首<b>波蒂略的</b>(普特洛)。SPAC 也保持活跃,有 18 家空白支票 IPO。有一个延期:Winc酒厂(WBEV)。新的申报者继续涌入,14 家 IPO 和 X 家 SPAC 提交了初始申请。</blockquote></p><p> <b>Portillo’s</b>(PTLO) priced at the high end to raise $405 million at a $1.4 billion market cap. Acquired by Berkshire Partners in 2014, Portillo's owns and operates a fast casual chain with 67 restaurants primarily in the Chicago metro area. While the company has seen guest traffic fall slightly in the 3Q21, it believes its concept can support 600+ locations in the US over time. After popping 46% on its first day, Portillo’s finished up 87%.</p><p><blockquote><b>波蒂略的</b>(PTLO) 定价高端,以 14 亿美元的市值筹集 4.05 亿美元。Portillo's 于 2014 年被伯克希尔合伙公司 (Berkshire Partners) 收购,拥有并经营一家快速休闲连锁店,主要在芝加哥都会区拥有 67 家餐厅。虽然该公司看到2021年第三季度的客流量略有下降,但它相信随着时间的推移,其概念可以支持美国600多个地点。Portillo 餐厅首日大涨 46%,最终上涨 87%。</blockquote></p><p> Micro-cap biotech <b>Context Therapeutics</b>(CNTX) raised $25 million at a $51 million market cap. Its sole clinical candidate is being developed for ovarian, breast, and endometrial cancer in multiple clinical trials. The company expects preliminary results of its Phase 2 trial in ovarian cancer patients with high levels of progesterone receptor in the 2H21. Context finished up 40%.</p><p><blockquote>微帽生物技术<b>背景疗法</b>(CNTX) 以 5100 万美元的市值筹集了 2500 万美元。其唯一的临床候选药物正在多项临床试验中开发,用于治疗卵巢癌、乳腺癌和子宫内膜癌。该公司预计其在2H21中孕酮受体水平较高的卵巢癌患者中进行的2期试验的初步结果。上下文完成40%。</blockquote></p><p> Crypto miner <b>Stronghold Digital Mining</b>(SDIG) upsized and priced above the range to raise $127 million at an $875 million market cap. Stronghold wholly-owns and operates a low-cost, environmentally-beneficial coal refuse power generation facility, boasting approximately 3,000 crypto asset mining computers. The company is unprofitable, and it depends on the volatile Bitcoin market. Stronghold finished up 33%.</p><p><blockquote>加密矿工<b>据点数字采矿</b>(SDIG) 扩大规模并定价高于该范围,以 8.75 亿美元的市值筹集了 1.27 亿美元。Stronghold全资拥有并运营一个低成本、环保的煤矸石发电设施,拥有大约3,000台加密资产挖掘计算机。该公司无利可图,并且依赖于动荡的比特币市场。据点收盘上涨33%。</blockquote></p><p> Software provider <b>Enfusion</b>(ENFN) priced at the high end to raise $319 million at a $2.3 billion market cap. This company provides end-to-end cloud-based investment management software. The company is profitable with strong growth, though it is small and operates in a competitive industry with larger players. Enfusion finished up 17%.</p><p><blockquote>软件提供商<b>输液</b>(ENFN) 定价高端,以 23 亿美元的市值筹集 3.19 亿美元。该公司提供端到端基于云的投资管理软件。该公司盈利且增长强劲,尽管规模较小,且所处行业竞争激烈,参与者规模较大。输注完成17%。</blockquote></p><p> Inflammatory disease biotech <b>Ventyx Biosciences</b>(VTYX) upsized and priced at the midpoint to raise $152 million at an $842 million market cap. Its lead candidate is VTX958, an oral, selective tyrosine kinase type 2 inhibitor initially being developed for psoriasis, psoriatic arthritis, and Crohn's disease. VTX958 has completed the single-ascending dose portion of its Phase 1 trial, with the multiple-ascending dose part expected to begin in the 4Q21. Ventyx finished up 17%.</p><p><blockquote>炎症性疾病生物技术<b>Ventyx生物科学</b>(VTYX) 在中点扩大规模并定价,以 8.42 亿美元的市值筹集了 1.52 亿美元。其主要候选药物是 VTX958,这是一种口服选择性酪氨酸激酶 2 型抑制剂,最初用于治疗银屑病、银屑病关节炎和克罗恩病。VTX958已完成其1期试验的单次递增剂量部分,多次递增剂量部分预计将在2021年第四季度开始。Ventyx 收盘上涨 17%。</blockquote></p><p> <b>Aris Water Solutions</b>(ARIS) priced well below the range to raise $229 million at a $704 million market cap. Aris’ integrated pipelines and related infrastructure deliver water management, recycling, and supply solutions to operators in the core areas of the Permian Basin, including affiliates of ConocoPhillips and Exxon Mobil. The company is leveraged post-IPO. Aris finished up 10%.</p><p><blockquote><b>阿里斯水解决方案</b>(ARIS) 的定价远低于该范围,以 7.04 亿美元的市值筹集了 2.29 亿美元。Aris 的综合管道和相关基础设施为二叠纪盆地核心地区的运营商(包括康菲石油公司和埃克森美孚公司的子公司)提供水管理、回收和供应解决方案。该公司在首次公开募股后处于杠杆状态。阿里斯上涨了10%。</blockquote></p><p> Formerly listed on the OTC,<b>P10</b>(PX) priced below the range to raise $240 million at a $1.5 billion market cap. P10 is a multi-asset class middle/lower-middle private market-focused asset manager with over $14 billion fee-paying AUM. While the company has grown AUM at a 60%+ CAGR since 2018, increasing competition for suitable investments could impact returns. P10 finished flat.</p><p><blockquote>此前在OTC上市,<b>P10</b>(PX) 定价低于区间,以 15 亿美元的市值筹集 2.4 亿美元。P10是一家专注于多资产类别中/中下私人市场的资产管理公司,拥有超过140亿美元的付费资产管理规模。虽然自2018年以来,该公司的资产管理规模以60%以上的CAGR增长,但对合适投资的日益激烈的竞争可能会影响回报。P10成品平坦。</blockquote></p><p> Solid tumor biotech <b>Xilio Therapeutics</b>(XLO) priced at the low end to raise $118 million at a $457 million market cap. Xilio's most advanced candidates are XTX101, an anti-CTLA-4 mAb, and XTX202, an IL-2 therapy. The company recently initiated a Phase 1 trial of XTX101 for solid tumors, and in September 2021, submitted an IND to evaluate XTX202 in patients with solid tumors. Xilio finished flat.</p><p><blockquote>实体瘤生物技术<b>Xilio疗法</b>(XLO) 定价较低,以 4.57 亿美元的市值筹集 1.18 亿美元。Xilio 最先进的候选药物是抗 CTLA-4 mAb XTX101 和 IL-2 疗法 XTX202。该公司最近启动了XTX101用于实体瘤的1期试验,并于2021年9月提交了一份IND,以评估XTX202在实体瘤患者中的应用。西利奥平局。</blockquote></p><p> Autonomous vehicle play <b>Cyngn</b>(CYN) priced at the low end to raise $26 million at a $254 million market cap. Backed by Benchmark Capital, the pre-revenue company’s Enterprise Autonomy Suite (EAS) is not commercially available yet. It intends to begin marketing EAS to customers in 2022. Cyngn finished down 1%.</p><p><blockquote>自动驾驶车辆游戏<b>天鹅</b>(CYN) 定价较低,以 2.54 亿美元的市值筹集 2600 万美元。在 Benchmark Capital 的支持下,这家预营收公司的企业自主套件(EAS)尚未商业化。它打算在2022年开始向客户营销EA。Cyngn 收盘下跌 1%。</blockquote></p><p> Coconut water brand <b>Vita Coco</b>(COCO) priced well below the range to raise $173 million at an $859 million market cap. Its portfolio is led by Vita Coco, the leader in the global coconut water category with a 40%+ share of the US market. The company has maintained profitable growth coming out of the pandemic, though it saw margin contraction in the 1H21. Vita Coco finished down 7%.</p><p><blockquote>椰子水品牌<b>可可生活</b>(COCO) 的定价远低于该范围,以 8.59 亿美元的市值筹集了 1.73 亿美元。其产品组合由Vita Coco领导,Vita Coco是全球椰子水类别的领导者,在美国市场份额超过40%。尽管 2021 年上半年利润率有所收缩,但该公司在疫情结束后仍保持了盈利增长。Vita Coco 收盘下跌 7%。</blockquote></p><p> <b>Minerva Surgical</b>(UTRS) priced well below the range to raise $75 million at a $350 million market cap. Minerva is focused on developing, manufacturing, and commercializing minimally invasive solutions for uterine healthcare. Fast growing and highly unprofitable, Minerva has a broad product line of hysterectomy alternatives. Minerva finished down 25%.</p><p><blockquote><b>密涅瓦外科</b>(UTRS) 的定价远低于该范围,以 3.5 亿美元的市值筹集了 7500 万美元。密涅瓦专注于子宫保健微创解决方案的开发、制造和商业化。快速增长和高度无利可图,密涅瓦有一个广泛的子宫切除术替代产品线。密涅瓦收盘下跌 25%。</blockquote></p><p> 18 SPACs went public this past week led by sports-focused <b>Iconic Sports Acquisition</b>(ICNC.U), which raised $300 million.</p><p><blockquote>上周 18 家 SPAC 上市,由专注于体育的公司牵头<b>标志性体育收购</b>(ICNC.U),筹集了 3 亿美元。</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/606754acd4b9cd1d84ec3c5ea6f9605a\" tg-width=\"1269\" tg-height=\"678\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6b36628e8253a36ef56ff1a5bbeae487\" tg-width=\"1270\" tg-height=\"690\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6a808ae0efce1c3b098f420cdd767a3c\" tg-width=\"1270\" tg-height=\"692\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/b7d642fcd039ab6a1f453c2a0c4c116b\" tg-width=\"1270\" tg-height=\"71\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> 14 IPOs submitted initial filings. Healthcare services provider <b>BrightSpring Health Group</b>(BSHS.RC) filed for an estimated $750 million IPO. Cannabis finance REIT <b>Freehold Properties</b>(FHP) filed to raise $115 million. Storage cloud platform <b>Backblaze</b>(BLZE), insight network <b>Gerson Lehrman Group</b>(GLGX), childcare services provider <b>KinderCare Learning Companies</b>(KLC), benefit eligibility platform <b>Trajector</b>(TJCT.RC), customer engagement platforms <b>Weave Communications</b>(WEAV) and <b>Braze</b>(BRZE), and solar-powered vehicle developer <b>Sono Group</b>(SEV) all filed to raise $100 million. Consumer products company <b>Synergy CHC</b>(SNYR) filed to raise $69 million, German laser communications firm <b>Mynaric</b>(MYNA) filed to raise $60 million, Australian green energy company <b>Verdant Earth Technologies</b>(VDNT) filed to raise $54 million, commercial drug maker <b>Journey Medical</b>(DERM) filed to raise $40 million, and Canadian gold exploration company <b>Austin Gold</b>(AGLD.RC) filed to raise $16 million.</p><p><blockquote>14 家 IPO 提交了初始文件。医疗保健服务提供商<b>BrightSpring健康集团</b>(BSHS.RC) 申请了约 7.5 亿美元的 IPO。大麻金融房地产投资信托基金<b>永久业权物业</b>(FHP) 申请筹集 1.15 亿美元。存储云平台<b>回火</b>(BLZE),洞察网络<b>格森·莱尔曼集团</b>(GLGX),儿童保育服务提供商<b>儿童保育学习公司</b>(KLC),福利资格平台<b>轨迹</b>(TJCT.RC),客户参与平台<b>编织通信</b>(编织)和<b>钎焊</b>(BRZE)和太阳能汽车开发商<b>索诺集团</b>(SEV)全部申请筹集1亿美元。消费品公司<b>协同CHC</b>(SNYR) 申请筹集 6900 万美元,德国激光通信公司<b>米纳里奇</b>(MYNA) 申请筹集 6000 万美元,澳大利亚绿色能源公司<b>绿色地球技术</b>(VDNT) 申请筹集 5400 万美元,商业制药商<b>旅程医疗</b>(DERM) 申请筹集 4000 万美元,加拿大黄金勘探公司<b>奥斯汀黄金</b>(AGLD.RC) 申请筹集 1600 万美元。</blockquote></p><p> 14 SPACs submitted initial filings led by Orion Resource Partners’ <b>Rigel Resource Acquisition</b>(RRAC.U) and TMT-focused <b>Roman DBDR Tech Acquisition II</b>(RDTXU), which both filed to raise $250 million.</p><p><blockquote>14 家 SPAC 提交了初步文件,由 Orion Resource Partners 牵头<b>Rigel 资源收购</b>(RRAC.U) 和专注于 TMT<b>罗马 DBDR 技术收购 II</b>(RDTXU),两家公司都申请筹集 2.5 亿美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f0f7ede658c2246777e45e735571dfbf\" tg-width=\"1270\" tg-height=\"678\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/ca8e4dd78ca6985d97ae9ba34169e8ac\" tg-width=\"1272\" tg-height=\"690\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/f5898cc8f8899f1a6f22cb564d8ad05b\" tg-width=\"1271\" tg-height=\"689\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 10/21/2021, the Renaissance IPO Index was up 8.2% year-to-date, while the S&P 500 was up 21.1%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Moderna (MRNA) and Uber Technologies (UBER). The Renaissance International IPO Index was down 15.8% year-to-date, while the ACWX was up 9.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Meituan-Dianping and SoftBank.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至2021年10月21日,文艺复兴IPO指数年初至今上涨8.2%,而标普500上涨21.1%。Renaissance Capital 的 IPO ETF(纽约证券交易所股票代码:IPO)追踪该指数,持有量最大的 ETF 包括 Moderna (MRNA) 和 Uber Technologies (UBER)。Renaissance International IPO 指数今年迄今下跌 15.8%,而 ACWX 指数上涨 9.1%。Renaissance Capital 的国际 IPO ETF(纽约证券交易所股票代码:IPOS)追踪该指数,持有量最大的 ETF 包括美团-W大众点评和软银。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.renaissancecapital.com/IPO-Center/News/87682/US-IPO-Weekly-Recap-Portillo%E2%80%99s-gains-87-in-an-11-IPO-week\">Renaissance Capital</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARIS":"Aris Mining","CYN":"Cyngn Inc","CNTX":"Context Therapeutics Inc.",".IXIC":"NASDAQ Composite","SDIG":"Stronghold Digital Mining, Inc","UTRS":"Minerva Surgical, Inc.","COCO":"The Vita Coco Company, Inc.","VTYX":"Ventyx Biosciences, Inc.",".SPX":"S&P 500 Index","XLO":"XILIO THERAPEUTICS, INC.","PTLO":"Portillo’s Inc.",".DJI":"道琼斯"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/87682/US-IPO-Weekly-Recap-Portillo%E2%80%99s-gains-87-in-an-11-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164481224","content_text":"The fall IPO market kept a brisk pace this past week with 11 IPOs, led by restaurant chain Portillo’s(PTLO). SPACs also stayed active, with 18 blank check IPOs. There was one postponement: winery Winc (WBEV). New filers continue to flood the pipeline, with 14 IPOs and X SPACs submitting initial filings.\nPortillo’s(PTLO) priced at the high end to raise $405 million at a $1.4 billion market cap. Acquired by Berkshire Partners in 2014, Portillo's owns and operates a fast casual chain with 67 restaurants primarily in the Chicago metro area. While the company has seen guest traffic fall slightly in the 3Q21, it believes its concept can support 600+ locations in the US over time. After popping 46% on its first day, Portillo’s finished up 87%.\nMicro-cap biotech Context Therapeutics(CNTX) raised $25 million at a $51 million market cap. Its sole clinical candidate is being developed for ovarian, breast, and endometrial cancer in multiple clinical trials. The company expects preliminary results of its Phase 2 trial in ovarian cancer patients with high levels of progesterone receptor in the 2H21. Context finished up 40%.\nCrypto miner Stronghold Digital Mining(SDIG) upsized and priced above the range to raise $127 million at an $875 million market cap. Stronghold wholly-owns and operates a low-cost, environmentally-beneficial coal refuse power generation facility, boasting approximately 3,000 crypto asset mining computers. The company is unprofitable, and it depends on the volatile Bitcoin market. Stronghold finished up 33%.\nSoftware provider Enfusion(ENFN) priced at the high end to raise $319 million at a $2.3 billion market cap. This company provides end-to-end cloud-based investment management software. The company is profitable with strong growth, though it is small and operates in a competitive industry with larger players. Enfusion finished up 17%.\nInflammatory disease biotech Ventyx Biosciences(VTYX) upsized and priced at the midpoint to raise $152 million at an $842 million market cap. Its lead candidate is VTX958, an oral, selective tyrosine kinase type 2 inhibitor initially being developed for psoriasis, psoriatic arthritis, and Crohn's disease. VTX958 has completed the single-ascending dose portion of its Phase 1 trial, with the multiple-ascending dose part expected to begin in the 4Q21. Ventyx finished up 17%.\nAris Water Solutions(ARIS) priced well below the range to raise $229 million at a $704 million market cap. Aris’ integrated pipelines and related infrastructure deliver water management, recycling, and supply solutions to operators in the core areas of the Permian Basin, including affiliates of ConocoPhillips and Exxon Mobil. The company is leveraged post-IPO. Aris finished up 10%.\nFormerly listed on the OTC,P10(PX) priced below the range to raise $240 million at a $1.5 billion market cap. P10 is a multi-asset class middle/lower-middle private market-focused asset manager with over $14 billion fee-paying AUM. While the company has grown AUM at a 60%+ CAGR since 2018, increasing competition for suitable investments could impact returns. P10 finished flat.\nSolid tumor biotech Xilio Therapeutics(XLO) priced at the low end to raise $118 million at a $457 million market cap. Xilio's most advanced candidates are XTX101, an anti-CTLA-4 mAb, and XTX202, an IL-2 therapy. The company recently initiated a Phase 1 trial of XTX101 for solid tumors, and in September 2021, submitted an IND to evaluate XTX202 in patients with solid tumors. Xilio finished flat.\nAutonomous vehicle play Cyngn(CYN) priced at the low end to raise $26 million at a $254 million market cap. Backed by Benchmark Capital, the pre-revenue company’s Enterprise Autonomy Suite (EAS) is not commercially available yet. It intends to begin marketing EAS to customers in 2022. Cyngn finished down 1%.\nCoconut water brand Vita Coco(COCO) priced well below the range to raise $173 million at an $859 million market cap. Its portfolio is led by Vita Coco, the leader in the global coconut water category with a 40%+ share of the US market. The company has maintained profitable growth coming out of the pandemic, though it saw margin contraction in the 1H21. Vita Coco finished down 7%.\nMinerva Surgical(UTRS) priced well below the range to raise $75 million at a $350 million market cap. Minerva is focused on developing, manufacturing, and commercializing minimally invasive solutions for uterine healthcare. Fast growing and highly unprofitable, Minerva has a broad product line of hysterectomy alternatives. Minerva finished down 25%.\n18 SPACs went public this past week led by sports-focused Iconic Sports Acquisition(ICNC.U), which raised $300 million.\n\n14 IPOs submitted initial filings. Healthcare services provider BrightSpring Health Group(BSHS.RC) filed for an estimated $750 million IPO. Cannabis finance REIT Freehold Properties(FHP) filed to raise $115 million. Storage cloud platform Backblaze(BLZE), insight network Gerson Lehrman Group(GLGX), childcare services provider KinderCare Learning Companies(KLC), benefit eligibility platform Trajector(TJCT.RC), customer engagement platforms Weave Communications(WEAV) and Braze(BRZE), and solar-powered vehicle developer Sono Group(SEV) all filed to raise $100 million. Consumer products company Synergy CHC(SNYR) filed to raise $69 million, German laser communications firm Mynaric(MYNA) filed to raise $60 million, Australian green energy company Verdant Earth Technologies(VDNT) filed to raise $54 million, commercial drug maker Journey Medical(DERM) filed to raise $40 million, and Canadian gold exploration company Austin Gold(AGLD.RC) filed to raise $16 million.\n14 SPACs submitted initial filings led by Orion Resource Partners’ Rigel Resource Acquisition(RRAC.U) and TMT-focused Roman DBDR Tech Acquisition II(RDTXU), which both filed to raise $250 million.\n\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 10/21/2021, the Renaissance IPO Index was up 8.2% year-to-date, while the S&P 500 was up 21.1%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Moderna (MRNA) and Uber Technologies (UBER). The Renaissance International IPO Index was down 15.8% year-to-date, while the ACWX was up 9.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Meituan-Dianping and SoftBank.","news_type":1,"symbols_score_info":{"ARIS":0.9,".SPX":0.9,"ENFN":0.9,"PX":0.9,"CYN":0.9,"SDIG":0.9,"CNTX":0.9,"UTRS":0.9,".IXIC":0.9,"XLO":0.9,"COCO":0.9,".DJI":0.9,"VTYX":0.9,"PTLO":0.9}},"isVote":1,"tweetType":1,"viewCount":1064,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858094934,"gmtCreate":1634951225831,"gmtModify":1634951285474,"author":{"id":"3576990637797737","authorId":"3576990637797737","name":"1Man2Stonks","avatar":"https://static.tigerbbs.com/2c93182b4ac6670e37860fa9cbdfd2d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576990637797737","idStr":"3576990637797737"},"themes":[],"title":"","htmlText":"Moon next","listText":"Moon next","text":"Moon next","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858094934","repostId":"1166213725","repostType":4,"repost":{"id":"1166213725","kind":"news","pubTimestamp":1634948473,"share":"https://www.laohunote.com/m/news/1166213725?lang=zh_CN&edition=full","pubTime":"2021-10-23 08:21","market":"us","language":"en","title":"Tesla Stock Closed Above $900 for First Time. What Could Come Next.<blockquote>特斯拉股价首次收于 900 美元以上。接下来会发生什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1166213725","media":"Barrons","summary":"Tesla stock hit a new all-time high in Friday trading, and closed at a record. The stock’s recent run has been incredible. How high can it go?Tesla stock closed at $909.68, up about 1.8%. The S&P 500 dropped about 0.1%, while the Dow Jones Industrial Average added about 0.2%.Shares of the electric-vehicle giant have been boosted by strong deliveries and earnings. Shares also got a boost Friday from a credit upgrade at S&P. Tesla debt is now BB+ rated, one notch below investment grade.Tesla stoc","content":"<p>Tesla stock hit a new all-time high in Friday trading, and closed at a record. The stock’s recent run has been incredible. How high can it go?</p><p><blockquote>特斯拉股价在周五交易中创下历史新高,并以历史新高收盘。该股最近的表现令人难以置信。能升到多高?</blockquote></p><p> Tesla (ticker: TSLA) stock closed at $909.68, up about 1.8%. The S&P 500 dropped about 0.1%, while the Dow Jones Industrial Average added about 0.2%.</p><p><blockquote>特斯拉(股票代码:TSLA)股价收于909.68美元,上涨约1.8%。标普500下跌约0.1%,道琼斯工业平均指数上涨约0.2%。</blockquote></p><p> Shares of the electric-vehicle giant have been boosted by strong deliveries and earnings. Shares also got a boost Friday from a credit upgrade at S&P. Tesla debt is now BB+ rated, one notch below investment grade.</p><p><blockquote>强劲的交付量和盈利提振了这家电动汽车巨头的股价。周五,标准普尔信用评级上调也提振了股价。特斯拉债务目前的评级为 BB+,比投资级别低一级。</blockquote></p><p> Tesla stock’s new 52-week intraday high is $910 on the nose. The old high-water mark of $900.40 was set on Jan. 25, according to Dow Jones Market Data. On Thursday, Tesla closed at a record for the first time since Jan. 26.</p><p><blockquote>特斯拉股市盘中新高 910 美元即将创下 52 周新高。根据道琼斯市场数据,900.40美元的旧高点是在1月25日创下的。周四,特斯拉自1月26日以来首次创下历史新高。</blockquote></p><p> Shares are up about 40% over the past three months, pushing the market cap to roughly $910 billion. (Tesla has about 1 billion shares outstanding, making the math easy.)</p><p><blockquote>过去三个月,该股上涨了约 40%,市值达到约 9,100 亿美元。(特斯拉约有 10 亿股流通股,计算起来很容易。)</blockquote></p><p> Bulls, naturally, see more gains ahead. Wedbush analyst Dan Ives raised his bull-case Tesla stock price target to $1,500 from $1,300 after the company reported better-than-expected earnings on Wednesday.</p><p><blockquote>多头自然会看到更多涨幅。Wedbush 分析师 Dan Ives 将特斯拉股价目标从 1,300 美元上调至 1,500 美元,此前该公司周三公布了好于预期的收益。</blockquote></p><p> “Tesla is rising because earnings revisions are soaring,” points out Gary Black, managing partner of the Future Fund Active exchange-traded fund. Analyst estimates for Tesla’s 2022 earnings have risen to about $8 a share from $6 over the past few weeks. “Rising estimates drove Tesla to the moon in 2020. They will drive Tesla to $1,000-plus in 2022,” Black says.</p><p><blockquote>“Future Fund Active exchange-traded Fund 的执行合伙人 Gary Black 指出:”特斯拉之所以上升,是因为盈利修正幅度在飙升。过去几周,分析师对特斯拉 2022 年盈利的预期已从每股 6 美元上升到约 8 美元。“不断上升的估计将特斯拉推上了 2020 年的月球。它们将推动特斯拉在 2022 年达到 1000 美元以上,”布莱克说。</blockquote></p><p> Ives rates Tesla stock Buy, and Tesla is the largest position in Black’s fund.</p><p><blockquote>艾夫斯将特斯拉股票评级为买入,特斯拉是布莱克基金中最大的仓位。</blockquote></p><p> Yes, there are still Tesla bears out there who believe the stock is overvalued. The bottom third of analyst price targets averages about $425, less than half of Friday’s close.</p><p><blockquote>是的,仍然有特斯拉空头认为该股被高估了。分析师目标价的倒数三分之一平均约为 425 美元,不到周五收盘价的一半。</blockquote></p><p> Bears expect the sky-high valuation to give investors pause eventually. Stocks don’t usually fall just because investors, collectively, wake up one morning and feel differently about valuation. Something has to happen. The overall market could tumble, or the business could trip up. Analysts expect Tesla deliveries to grow to 1.3 million units in 2022 from about 890,000 units in 2021. Any hiccup to growth would be a negative catalyst for shares.</p><p><blockquote>看空者预计天价估值最终会让投资者犹豫不决。股票下跌通常不会仅仅因为投资者一天早上醒来对估值有不同的看法。总得有点事发生。整体市场可能会暴跌,或者业务可能会陷入困境。分析师预计特斯拉交付量将从 2021 年的约 89 万辆增长至 2022 年的 130 万辆。增长的任何挫折都将成为股市的负面催化剂。</blockquote></p><p> Whether the stock rises or falls in the short run is anyone’s guess. For now, though, the momentum belongs to Tesla bulls.</p><p><blockquote>该股短期内是上涨还是下跌谁也说不准。不过,就目前而言,势头属于特斯拉多头。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Closed Above $900 for First Time. What Could Come Next.<blockquote>特斯拉股价首次收于 900 美元以上。接下来会发生什么。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Closed Above $900 for First Time. What Could Come Next.<blockquote>特斯拉股价首次收于 900 美元以上。接下来会发生什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-10-23 08:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tesla stock hit a new all-time high in Friday trading, and closed at a record. The stock’s recent run has been incredible. How high can it go?</p><p><blockquote>特斯拉股价在周五交易中创下历史新高,并以历史新高收盘。该股最近的表现令人难以置信。能升到多高?</blockquote></p><p> Tesla (ticker: TSLA) stock closed at $909.68, up about 1.8%. The S&P 500 dropped about 0.1%, while the Dow Jones Industrial Average added about 0.2%.</p><p><blockquote>特斯拉(股票代码:TSLA)股价收于909.68美元,上涨约1.8%。标普500下跌约0.1%,道琼斯工业平均指数上涨约0.2%。</blockquote></p><p> Shares of the electric-vehicle giant have been boosted by strong deliveries and earnings. Shares also got a boost Friday from a credit upgrade at S&P. Tesla debt is now BB+ rated, one notch below investment grade.</p><p><blockquote>强劲的交付量和盈利提振了这家电动汽车巨头的股价。周五,标准普尔信用评级上调也提振了股价。特斯拉债务目前的评级为 BB+,比投资级别低一级。</blockquote></p><p> Tesla stock’s new 52-week intraday high is $910 on the nose. The old high-water mark of $900.40 was set on Jan. 25, according to Dow Jones Market Data. On Thursday, Tesla closed at a record for the first time since Jan. 26.</p><p><blockquote>特斯拉股市盘中新高 910 美元即将创下 52 周新高。根据道琼斯市场数据,900.40美元的旧高点是在1月25日创下的。周四,特斯拉自1月26日以来首次创下历史新高。</blockquote></p><p> Shares are up about 40% over the past three months, pushing the market cap to roughly $910 billion. (Tesla has about 1 billion shares outstanding, making the math easy.)</p><p><blockquote>过去三个月,该股上涨了约 40%,市值达到约 9,100 亿美元。(特斯拉约有 10 亿股流通股,计算起来很容易。)</blockquote></p><p> Bulls, naturally, see more gains ahead. Wedbush analyst Dan Ives raised his bull-case Tesla stock price target to $1,500 from $1,300 after the company reported better-than-expected earnings on Wednesday.</p><p><blockquote>多头自然会看到更多涨幅。Wedbush 分析师 Dan Ives 将特斯拉股价目标从 1,300 美元上调至 1,500 美元,此前该公司周三公布了好于预期的收益。</blockquote></p><p> “Tesla is rising because earnings revisions are soaring,” points out Gary Black, managing partner of the Future Fund Active exchange-traded fund. Analyst estimates for Tesla’s 2022 earnings have risen to about $8 a share from $6 over the past few weeks. “Rising estimates drove Tesla to the moon in 2020. They will drive Tesla to $1,000-plus in 2022,” Black says.</p><p><blockquote>“Future Fund Active exchange-traded Fund 的执行合伙人 Gary Black 指出:”特斯拉之所以上升,是因为盈利修正幅度在飙升。过去几周,分析师对特斯拉 2022 年盈利的预期已从每股 6 美元上升到约 8 美元。“不断上升的估计将特斯拉推上了 2020 年的月球。它们将推动特斯拉在 2022 年达到 1000 美元以上,”布莱克说。</blockquote></p><p> Ives rates Tesla stock Buy, and Tesla is the largest position in Black’s fund.</p><p><blockquote>艾夫斯将特斯拉股票评级为买入,特斯拉是布莱克基金中最大的仓位。</blockquote></p><p> Yes, there are still Tesla bears out there who believe the stock is overvalued. The bottom third of analyst price targets averages about $425, less than half of Friday’s close.</p><p><blockquote>是的,仍然有特斯拉空头认为该股被高估了。分析师目标价的倒数三分之一平均约为 425 美元,不到周五收盘价的一半。</blockquote></p><p> Bears expect the sky-high valuation to give investors pause eventually. Stocks don’t usually fall just because investors, collectively, wake up one morning and feel differently about valuation. Something has to happen. The overall market could tumble, or the business could trip up. Analysts expect Tesla deliveries to grow to 1.3 million units in 2022 from about 890,000 units in 2021. Any hiccup to growth would be a negative catalyst for shares.</p><p><blockquote>看空者预计天价估值最终会让投资者犹豫不决。股票下跌通常不会仅仅因为投资者一天早上醒来对估值有不同的看法。总得有点事发生。整体市场可能会暴跌,或者业务可能会陷入困境。分析师预计特斯拉交付量将从 2021 年的约 89 万辆增长至 2022 年的 130 万辆。增长的任何挫折都将成为股市的负面催化剂。</blockquote></p><p> Whether the stock rises or falls in the short run is anyone’s guess. For now, though, the momentum belongs to Tesla bulls.</p><p><blockquote>该股短期内是上涨还是下跌谁也说不准。不过,就目前而言,势头属于特斯拉多头。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/tesla-stock-record-high-51634913773?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-record-high-51634913773?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166213725","content_text":"Tesla stock hit a new all-time high in Friday trading, and closed at a record. The stock’s recent run has been incredible. How high can it go?\nTesla (ticker: TSLA) stock closed at $909.68, up about 1.8%. The S&P 500 dropped about 0.1%, while the Dow Jones Industrial Average added about 0.2%.\nShares of the electric-vehicle giant have been boosted by strong deliveries and earnings. Shares also got a boost Friday from a credit upgrade at S&P. Tesla debt is now BB+ rated, one notch below investment grade.\nTesla stock’s new 52-week intraday high is $910 on the nose. The old high-water mark of $900.40 was set on Jan. 25, according to Dow Jones Market Data. On Thursday, Tesla closed at a record for the first time since Jan. 26.\nShares are up about 40% over the past three months, pushing the market cap to roughly $910 billion. (Tesla has about 1 billion shares outstanding, making the math easy.)\nBulls, naturally, see more gains ahead. Wedbush analyst Dan Ives raised his bull-case Tesla stock price target to $1,500 from $1,300 after the company reported better-than-expected earnings on Wednesday.\n“Tesla is rising because earnings revisions are soaring,” points out Gary Black, managing partner of the Future Fund Active exchange-traded fund. Analyst estimates for Tesla’s 2022 earnings have risen to about $8 a share from $6 over the past few weeks. “Rising estimates drove Tesla to the moon in 2020. They will drive Tesla to $1,000-plus in 2022,” Black says.\nIves rates Tesla stock Buy, and Tesla is the largest position in Black’s fund.\nYes, there are still Tesla bears out there who believe the stock is overvalued. The bottom third of analyst price targets averages about $425, less than half of Friday’s close.\nBears expect the sky-high valuation to give investors pause eventually. Stocks don’t usually fall just because investors, collectively, wake up one morning and feel differently about valuation. Something has to happen. The overall market could tumble, or the business could trip up. Analysts expect Tesla deliveries to grow to 1.3 million units in 2022 from about 890,000 units in 2021. Any hiccup to growth would be a negative catalyst for shares.\nWhether the stock rises or falls in the short run is anyone’s guess. For now, though, the momentum belongs to Tesla bulls.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1069,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858094011,"gmtCreate":1634951210551,"gmtModify":1634951277996,"author":{"id":"3576990637797737","authorId":"3576990637797737","name":"1Man2Stonks","avatar":"https://static.tigerbbs.com/2c93182b4ac6670e37860fa9cbdfd2d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576990637797737","idStr":"3576990637797737"},"themes":[],"title":"","htmlText":"Sure can","listText":"Sure can","text":"Sure can","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858094011","repostId":"2177412634","repostType":4,"repost":{"id":"2177412634","kind":"highlight","pubTimestamp":1634950352,"share":"https://www.laohunote.com/m/news/2177412634?lang=zh_CN&edition=full","pubTime":"2021-10-23 08:52","market":"us","language":"en","title":"Apple faces supply-chain issues, but can its buying power keep earnings on track?<blockquote>苹果面临供应链问题,但其购买力能否保持盈利步入正轨?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2177412634","media":"MarketWatch","summary":"Apple earnings preview: Most valuable U.S. company faces same issues as other hardware makers, but i","content":"<p>Apple earnings preview: Most valuable U.S. company faces same issues as other hardware makers, but its status could help it withstand better than others</p><p><blockquote>苹果盈利预览:最有价值的美国公司面临着与其他硬件制造商相同的问题,但其地位可以帮助其比其他公司更好地承受</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a08f140d530f27e3d8519546232232f8\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Apple Inc. is scheduled to release its quarterly earnings report on Thursday afternoon.</span></p><p><blockquote><p class=\"t-img-caption\"><span>苹果公司定于周四下午发布季度收益报告。</span></p></blockquote></p><p> As supply constraints hit nearly every market, how much does the buying power of a $2.5 trillion electronics giant help?</p><p><blockquote>随着供应限制袭击几乎每个市场,一个2.5万亿美元的电子巨头的购买力有多大帮助?</blockquote></p><p> Investors are about to find out as Apple Inc. gears up for its Thursday afternoon earnings report. The company warned three months back that it expected greater impacts from supply-chain issues in the September quarter than it saw in the June quarter, but the global crunch appears to have intensified since Apple last faced investors -- a recent Bloomberg News report indicated that Apple was planning to cut its iPhone 13 production targets for the year due to component shortages.</p><p><blockquote>随着苹果公司为周四下午的收益报告做准备,投资者即将找到答案。该公司三个月前警告称,预计 9 月份季度供应链问题的影响将比 6 月份季度更大,但自苹果上次面对投资者以来,全球危机似乎有所加剧——彭博新闻社最近的一篇报道表明,由于零部件短缺,苹果计划削减今年 iPhone 13 的生产目标。</blockquote></p><p> In perhaps a sign of its confidence, Apple plowed ahead with numerous device launches in the past two months. The company held its traditional September iPhone launch event, which also featured Apple Watch and iPad introductions, and then it unveiled new MacBook Pros and AirPods a month later.</p><p><blockquote>苹果在过去两个月里推出了众多设备,这或许是其信心的表现。该公司举行了传统的9月份iPhone发布会,其中还介绍了苹果手表和iPad,一个月后又推出了新款MacBook Pros和AirPods。</blockquote></p><p> Potential supply constraints threaten to muddy an already uneventful iPhone launch and come at a crucial time for Apple as it heads into the holiday season. Even in less dramatic times for the global consumer-electronics industry, Apple has sometimes struggled to meet holiday-quarter demand for popular gift-giving items like its AirPods.</p><p><blockquote>潜在的供应限制可能会破坏本已平淡无奇的 iPhone 发布,并且正值苹果进入假期的关键时刻。即使在全球消费电子行业不那么戏剧性的时期,苹果有时也难以满足假日季度对 AirPods 等热门礼品的需求。</blockquote></p><p> Still, one analyst saw a potential positive for Apple amid the global disruption. If the company indeed faces component shortages that will impact its ability to get devices to consumers, its rivals could be feeling the crunch even more deeply, according to <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>'s Katy Huberty. Apple gets \"preferential treatment\" from its suppliers in tight situations, she argued, positioning it potentially to win market share during this stretch.</p><p><blockquote>尽管如此,一位分析师认为,在全球混乱的情况下,苹果可能会受到积极影响。据该公司称,如果该公司确实面临零部件短缺,从而影响其向消费者提供设备的能力,其竞争对手可能会更加深刻地感受到这种紧缩<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>是凯蒂·休伯蒂。她认为,在紧张的情况下,苹果会从供应商那里获得“优惠待遇”,这使其有可能在此期间赢得市场份额。</blockquote></p><p> D.A. Davidson analyst Tom Forte wrote that he was \"heartened\" to see relatively quick lead times for the products Apple announced in October. He'll be monitoring for the revenue and profit impacts of supply issues on Apple's earnings call.</p><p><blockquote>地方检察官Davidson 分析师 Tom Forte 写道,他“很高兴”看到苹果 10 月份宣布的产品相对较快的交货时间。他将监测供应问题对苹果盈利看涨期权的收入和利润的影响。</blockquote></p><p> HP Inc., one of those Apple rivals, painted a mixed picture recently as executives called out continued strong demand for the company's personal computers but noted that they expect shortages to persist into next year. The company faces a growing backlog.</p><p><blockquote>苹果的竞争对手之一惠普公司(HP Inc.)最近描绘了一幅喜忧参半的画面,高管们称该公司个人电脑的需求持续强劲,但指出他们预计短缺将持续到明年。该公司面临着不断增长的积压订单。</blockquote></p><p> It has been more than a year since Apple last issued a traditional financial outlook along with its earnings report, and it's unlikely that the company will go back to its old guidance-giving ways amid uncertainty about supply dynamics. Still, investors will be looking for some signals of how the latest iPhone line has performed in its first few weeks of availability as well as for broader indications of Apple's ability to manage supply-chain disruptions in the months ahead.</p><p><blockquote>距离苹果上次发布传统财务展望和收益报告已经过去一年多了,在供应动态的不确定性下,该公司不太可能回到旧的指导方式。尽管如此,投资者仍将寻找最新 iPhone 产品线在上市头几周表现的一些信号,以及苹果未来几个月管理供应链中断能力的更广泛迹象。</blockquote></p><p> <b>What to watch for</b></p><p><blockquote><b>注意什么</b></blockquote></p><p> <b>Earnings: </b>Analysts tracked by FactSet expect that Apple earned $1.24 a share in its fiscal fourth quarter, up from 73 cents a share in the year-earlier period. According to Estimize, which crowdsources projections from hedge funds, academics and others, the average earnings estimate calls for $1.33 a share.</p><p><blockquote><b>收益:</b>FactSet 追踪的分析师预计,苹果第四财季每股收益为 1.24 美元,高于去年同期的每股 73 美分。根据众包对冲基金、学者和其他人的预测,Estimize 估计评级的平均收益为每股 1.33 美元。</blockquote></p><p> <b>Revenue:</b> The FactSet consensus calls for September-quarter revenue of $84.99 billion, up from $64.7 billion a year prior. The average projection on Estimize is for $87.09 billion.</p><p><blockquote><b>收入:</b>FactSet 共识评级 9 月份季度收入为 849.9 亿美元,高于去年同期的 647 亿美元。Estimize 的平均预测为 870.9 亿美元。</blockquote></p><p> Analysts tracked by FactSet are looking for $41.16 billion in iPhone sales; $7.25 billion in iPad sales; $9.15 billion in Mac sales; $9.40 billion in wearables, home and accessories sales; and $17.70 billion in services revenue.</p><p><blockquote>FactSet 追踪的分析师预计 iPhone 销售额将达到 411.6 亿美元;iPad销售额72.5亿美元;Mac销售额91.5亿美元;可穿戴设备、家居和配件销售额达 94 亿美元;以及 177 亿美元的服务收入。</blockquote></p><p> <b>Stock movement:</b> Apple shares have fallen the day after each of the company's last four earnings reports. Shares have added 12.2% so far this year as the Dow Jones Industrial Average , which counts Apple as a component, has risen 16.6%.</p><p><blockquote><b>股票变动:</b>苹果股价在该公司最近四份收益报告发布后的第二天均下跌。今年迄今为止,股价已上涨 12.2%,道琼斯工业平均指数(包括苹果)已上涨 16.6%。</blockquote></p><p> Analysts remain generally upbeat about Apple's prospects: Of the 43 tracked by FactSet who cover Apple's stock, 32 have buy ratings, nine have hold ratings, and two have sell ratings. The average price target listed is $167.32, which is 12.5% above recent levels.</p><p><blockquote>分析师普遍对苹果的前景保持乐观:FactSet 追踪的 43 家苹果股票评级中,32 家给予买入评级,9 家给予持有评级,2 家给予卖出评级。上市平均目标价为 167.32 美元,比近期水平高出 12.5%。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>.'s (SNAP) pain could be Apple's gain.</p><p><blockquote><a href=\"https://laohu8.com/S/SNAP\">Snap公司</a>SNAP的痛苦可能是苹果的收获。</blockquote></p><p> The smartphone giant has been orienting itself as a champion of privacy, which is hurting social-media companies on Snap that have relied on the ability to track user activity and target advertisements accordingly.</p><p><blockquote>这家智能手机巨头一直将自己定位为隐私的捍卫者,这正在伤害Snap上的社交媒体公司,这些公司依赖于跟踪用户活动并相应地定位广告的能力。</blockquote></p><p></p><p> Users have gradually been upgrading their device operating systems to newer versions of Apple's iOS that allow for the ability to opt out of third-party tracking, and Snap expects a significant impact from the changes. Its shares suffered a record fall after its September-quarter report, suggesting to at least one analyst that Apple may be poised to benefit by appealing to advertisers itself.</p><p><blockquote>用户已经逐渐将他们的设备操作系统升级到苹果iOS的新版本,允许选择退出第三方跟踪,Snap预计这些变化将产生重大影响。9 月份季度报告发布后,其股价创下历史新低,这向至少一位分析师表明,苹果可能会通过吸引广告商本身而受益。</blockquote></p><p> While Apple has clamped down on the ability for third parties to track user activity for marketing purposes, the company is also trying to build out its own advertising business, and Evercore ISI analyst Amit Daryanani wrote that the disruptions felt by Snap could help \"newer players in the market like Apple at the expense of more established competitors,\" though admittedly Apple's measurement tools may not be ideal for some in the ad market.</p><p><blockquote>虽然苹果限制了第三方出于营销目的跟踪用户活动的能力,但该公司也在试图建立自己的广告业务,Evercore ISI 分析师 Amit Daryanani 写道,Snap感受到的干扰可能会帮助“苹果等市场上的新参与者,但牺牲了更成熟的竞争对手的利益”,尽管不可否认,苹果的测量工具对于广告市场的一些人来说可能并不理想。</blockquote></p><p> \"Apple's recent actions may be focused on privacy, but it also creates a very favorable environment as they look to build an advertising business that we think could eventually generate $20 billion in annual revenue,\" he wrote.</p><p><blockquote>“苹果最近的行动可能侧重于隐私,但这也创造了一个非常有利的环境,因为他们希望建立一个我们认为最终可以产生 200 亿美元年收入的广告业务,”他写道。</blockquote></p><p> Advertising sits within Apple's services business, along with the App Store, which has increasingly become an area of contention. Apple takes up to 30% of in-app purchases made through its payment system, and some high-profile developers have asked for an alternate payment option. Following a lawsuit from Epic Games, a federal judge recently ruled that Apple had to allow app developers to link to other payment options, but the company is appealing that decision.</p><p><blockquote>广告与 App Store 一起属于苹果的服务业务,App Store 已日益成为一个争议领域。苹果通过其支付系统接受高达30%的应用内购买,一些知名开发者要求提供替代支付选项。在Epic Games提起诉讼后,一名联邦法官最近裁定,苹果必须允许应用程序开发者链接到其他支付选项,但该公司正在对这一决定提出上诉。</blockquote></p><p> App Store fees are a lucrative part of Apple's business, and the company may face questions during its earnings call about its growing antitrust pressures as well as the financial impacts of possible App Store payment changes.</p><p><blockquote>App Store 费用是苹果业务中利润丰厚的一部分,该公司可能会在财报看涨期权上面临有关其日益增长的反垄断压力以及可能的 App Store 支付变化的财务影响的问题。</blockquote></p><p> \"The injunction could equal a 1% revenue and 4% EPS impact for Apple in 2023 and beyond,\" Jefferies analyst Kyle McNealy wrote last month. \"Any impact will take time and won't be seen until the Jun'22 Q at the earliest,\" he continued, calling the judge's ruling \"largely a win\" for Apple since the judge declined to call the company an illegal monopolist.</p><p><blockquote>杰富瑞分析师 Kyle McNealy 上个月写道:“该禁令可能相当于苹果 2023 年及以后 1% 的收入和 4% 的每股收益影响。”他继续说道:“任何影响都需要时间,最早要到 2022 年 6 月的质询才能看到。”他称法官的裁决对苹果来说“很大程度上是一场胜利”,因为法官拒绝将该公司看涨期权为非法垄断者。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple faces supply-chain issues, but can its buying power keep earnings on track?<blockquote>苹果面临供应链问题,但其购买力能否保持盈利步入正轨?</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple faces supply-chain issues, but can its buying power keep earnings on track?<blockquote>苹果面临供应链问题,但其购买力能否保持盈利步入正轨?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-23 08:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple earnings preview: Most valuable U.S. company faces same issues as other hardware makers, but its status could help it withstand better than others</p><p><blockquote>苹果盈利预览:最有价值的美国公司面临着与其他硬件制造商相同的问题,但其地位可以帮助其比其他公司更好地承受</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a08f140d530f27e3d8519546232232f8\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Apple Inc. is scheduled to release its quarterly earnings report on Thursday afternoon.</span></p><p><blockquote><p class=\"t-img-caption\"><span>苹果公司定于周四下午发布季度收益报告。</span></p></blockquote></p><p> As supply constraints hit nearly every market, how much does the buying power of a $2.5 trillion electronics giant help?</p><p><blockquote>随着供应限制袭击几乎每个市场,一个2.5万亿美元的电子巨头的购买力有多大帮助?</blockquote></p><p> Investors are about to find out as Apple Inc. gears up for its Thursday afternoon earnings report. The company warned three months back that it expected greater impacts from supply-chain issues in the September quarter than it saw in the June quarter, but the global crunch appears to have intensified since Apple last faced investors -- a recent Bloomberg News report indicated that Apple was planning to cut its iPhone 13 production targets for the year due to component shortages.</p><p><blockquote>随着苹果公司为周四下午的收益报告做准备,投资者即将找到答案。该公司三个月前警告称,预计 9 月份季度供应链问题的影响将比 6 月份季度更大,但自苹果上次面对投资者以来,全球危机似乎有所加剧——彭博新闻社最近的一篇报道表明,由于零部件短缺,苹果计划削减今年 iPhone 13 的生产目标。</blockquote></p><p> In perhaps a sign of its confidence, Apple plowed ahead with numerous device launches in the past two months. The company held its traditional September iPhone launch event, which also featured Apple Watch and iPad introductions, and then it unveiled new MacBook Pros and AirPods a month later.</p><p><blockquote>苹果在过去两个月里推出了众多设备,这或许是其信心的表现。该公司举行了传统的9月份iPhone发布会,其中还介绍了苹果手表和iPad,一个月后又推出了新款MacBook Pros和AirPods。</blockquote></p><p> Potential supply constraints threaten to muddy an already uneventful iPhone launch and come at a crucial time for Apple as it heads into the holiday season. Even in less dramatic times for the global consumer-electronics industry, Apple has sometimes struggled to meet holiday-quarter demand for popular gift-giving items like its AirPods.</p><p><blockquote>潜在的供应限制可能会破坏本已平淡无奇的 iPhone 发布,并且正值苹果进入假期的关键时刻。即使在全球消费电子行业不那么戏剧性的时期,苹果有时也难以满足假日季度对 AirPods 等热门礼品的需求。</blockquote></p><p> Still, one analyst saw a potential positive for Apple amid the global disruption. If the company indeed faces component shortages that will impact its ability to get devices to consumers, its rivals could be feeling the crunch even more deeply, according to <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>'s Katy Huberty. Apple gets \"preferential treatment\" from its suppliers in tight situations, she argued, positioning it potentially to win market share during this stretch.</p><p><blockquote>尽管如此,一位分析师认为,在全球混乱的情况下,苹果可能会受到积极影响。据该公司称,如果该公司确实面临零部件短缺,从而影响其向消费者提供设备的能力,其竞争对手可能会更加深刻地感受到这种紧缩<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>是凯蒂·休伯蒂。她认为,在紧张的情况下,苹果会从供应商那里获得“优惠待遇”,这使其有可能在此期间赢得市场份额。</blockquote></p><p> D.A. Davidson analyst Tom Forte wrote that he was \"heartened\" to see relatively quick lead times for the products Apple announced in October. He'll be monitoring for the revenue and profit impacts of supply issues on Apple's earnings call.</p><p><blockquote>地方检察官Davidson 分析师 Tom Forte 写道,他“很高兴”看到苹果 10 月份宣布的产品相对较快的交货时间。他将监测供应问题对苹果盈利看涨期权的收入和利润的影响。</blockquote></p><p> HP Inc., one of those Apple rivals, painted a mixed picture recently as executives called out continued strong demand for the company's personal computers but noted that they expect shortages to persist into next year. The company faces a growing backlog.</p><p><blockquote>苹果的竞争对手之一惠普公司(HP Inc.)最近描绘了一幅喜忧参半的画面,高管们称该公司个人电脑的需求持续强劲,但指出他们预计短缺将持续到明年。该公司面临着不断增长的积压订单。</blockquote></p><p> It has been more than a year since Apple last issued a traditional financial outlook along with its earnings report, and it's unlikely that the company will go back to its old guidance-giving ways amid uncertainty about supply dynamics. Still, investors will be looking for some signals of how the latest iPhone line has performed in its first few weeks of availability as well as for broader indications of Apple's ability to manage supply-chain disruptions in the months ahead.</p><p><blockquote>距离苹果上次发布传统财务展望和收益报告已经过去一年多了,在供应动态的不确定性下,该公司不太可能回到旧的指导方式。尽管如此,投资者仍将寻找最新 iPhone 产品线在上市头几周表现的一些信号,以及苹果未来几个月管理供应链中断能力的更广泛迹象。</blockquote></p><p> <b>What to watch for</b></p><p><blockquote><b>注意什么</b></blockquote></p><p> <b>Earnings: </b>Analysts tracked by FactSet expect that Apple earned $1.24 a share in its fiscal fourth quarter, up from 73 cents a share in the year-earlier period. According to Estimize, which crowdsources projections from hedge funds, academics and others, the average earnings estimate calls for $1.33 a share.</p><p><blockquote><b>收益:</b>FactSet 追踪的分析师预计,苹果第四财季每股收益为 1.24 美元,高于去年同期的每股 73 美分。根据众包对冲基金、学者和其他人的预测,Estimize 估计评级的平均收益为每股 1.33 美元。</blockquote></p><p> <b>Revenue:</b> The FactSet consensus calls for September-quarter revenue of $84.99 billion, up from $64.7 billion a year prior. The average projection on Estimize is for $87.09 billion.</p><p><blockquote><b>收入:</b>FactSet 共识评级 9 月份季度收入为 849.9 亿美元,高于去年同期的 647 亿美元。Estimize 的平均预测为 870.9 亿美元。</blockquote></p><p> Analysts tracked by FactSet are looking for $41.16 billion in iPhone sales; $7.25 billion in iPad sales; $9.15 billion in Mac sales; $9.40 billion in wearables, home and accessories sales; and $17.70 billion in services revenue.</p><p><blockquote>FactSet 追踪的分析师预计 iPhone 销售额将达到 411.6 亿美元;iPad销售额72.5亿美元;Mac销售额91.5亿美元;可穿戴设备、家居和配件销售额达 94 亿美元;以及 177 亿美元的服务收入。</blockquote></p><p> <b>Stock movement:</b> Apple shares have fallen the day after each of the company's last four earnings reports. Shares have added 12.2% so far this year as the Dow Jones Industrial Average , which counts Apple as a component, has risen 16.6%.</p><p><blockquote><b>股票变动:</b>苹果股价在该公司最近四份收益报告发布后的第二天均下跌。今年迄今为止,股价已上涨 12.2%,道琼斯工业平均指数(包括苹果)已上涨 16.6%。</blockquote></p><p> Analysts remain generally upbeat about Apple's prospects: Of the 43 tracked by FactSet who cover Apple's stock, 32 have buy ratings, nine have hold ratings, and two have sell ratings. The average price target listed is $167.32, which is 12.5% above recent levels.</p><p><blockquote>分析师普遍对苹果的前景保持乐观:FactSet 追踪的 43 家苹果股票评级中,32 家给予买入评级,9 家给予持有评级,2 家给予卖出评级。上市平均目标价为 167.32 美元,比近期水平高出 12.5%。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>.'s (SNAP) pain could be Apple's gain.</p><p><blockquote><a href=\"https://laohu8.com/S/SNAP\">Snap公司</a>SNAP的痛苦可能是苹果的收获。</blockquote></p><p> The smartphone giant has been orienting itself as a champion of privacy, which is hurting social-media companies on Snap that have relied on the ability to track user activity and target advertisements accordingly.</p><p><blockquote>这家智能手机巨头一直将自己定位为隐私的捍卫者,这正在伤害Snap上的社交媒体公司,这些公司依赖于跟踪用户活动并相应地定位广告的能力。</blockquote></p><p></p><p> Users have gradually been upgrading their device operating systems to newer versions of Apple's iOS that allow for the ability to opt out of third-party tracking, and Snap expects a significant impact from the changes. Its shares suffered a record fall after its September-quarter report, suggesting to at least one analyst that Apple may be poised to benefit by appealing to advertisers itself.</p><p><blockquote>用户已经逐渐将他们的设备操作系统升级到苹果iOS的新版本,允许选择退出第三方跟踪,Snap预计这些变化将产生重大影响。9 月份季度报告发布后,其股价创下历史新低,这向至少一位分析师表明,苹果可能会通过吸引广告商本身而受益。</blockquote></p><p> While Apple has clamped down on the ability for third parties to track user activity for marketing purposes, the company is also trying to build out its own advertising business, and Evercore ISI analyst Amit Daryanani wrote that the disruptions felt by Snap could help \"newer players in the market like Apple at the expense of more established competitors,\" though admittedly Apple's measurement tools may not be ideal for some in the ad market.</p><p><blockquote>虽然苹果限制了第三方出于营销目的跟踪用户活动的能力,但该公司也在试图建立自己的广告业务,Evercore ISI 分析师 Amit Daryanani 写道,Snap感受到的干扰可能会帮助“苹果等市场上的新参与者,但牺牲了更成熟的竞争对手的利益”,尽管不可否认,苹果的测量工具对于广告市场的一些人来说可能并不理想。</blockquote></p><p> \"Apple's recent actions may be focused on privacy, but it also creates a very favorable environment as they look to build an advertising business that we think could eventually generate $20 billion in annual revenue,\" he wrote.</p><p><blockquote>“苹果最近的行动可能侧重于隐私,但这也创造了一个非常有利的环境,因为他们希望建立一个我们认为最终可以产生 200 亿美元年收入的广告业务,”他写道。</blockquote></p><p> Advertising sits within Apple's services business, along with the App Store, which has increasingly become an area of contention. Apple takes up to 30% of in-app purchases made through its payment system, and some high-profile developers have asked for an alternate payment option. Following a lawsuit from Epic Games, a federal judge recently ruled that Apple had to allow app developers to link to other payment options, but the company is appealing that decision.</p><p><blockquote>广告与 App Store 一起属于苹果的服务业务,App Store 已日益成为一个争议领域。苹果通过其支付系统接受高达30%的应用内购买,一些知名开发者要求提供替代支付选项。在Epic Games提起诉讼后,一名联邦法官最近裁定,苹果必须允许应用程序开发者链接到其他支付选项,但该公司正在对这一决定提出上诉。</blockquote></p><p> App Store fees are a lucrative part of Apple's business, and the company may face questions during its earnings call about its growing antitrust pressures as well as the financial impacts of possible App Store payment changes.</p><p><blockquote>App Store 费用是苹果业务中利润丰厚的一部分,该公司可能会在财报看涨期权上面临有关其日益增长的反垄断压力以及可能的 App Store 支付变化的财务影响的问题。</blockquote></p><p> \"The injunction could equal a 1% revenue and 4% EPS impact for Apple in 2023 and beyond,\" Jefferies analyst Kyle McNealy wrote last month. \"Any impact will take time and won't be seen until the Jun'22 Q at the earliest,\" he continued, calling the judge's ruling \"largely a win\" for Apple since the judge declined to call the company an illegal monopolist.</p><p><blockquote>杰富瑞分析师 Kyle McNealy 上个月写道:“该禁令可能相当于苹果 2023 年及以后 1% 的收入和 4% 的每股收益影响。”他继续说道:“任何影响都需要时间,最早要到 2022 年 6 月的质询才能看到。”他称法官的裁决对苹果来说“很大程度上是一场胜利”,因为法官拒绝将该公司看涨期权为非法垄断者。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/apple-faces-supply-chain-issues-but-can-its-buying-power-keep-earnings-on-track-11634938762?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.marketwatch.com/story/apple-faces-supply-chain-issues-but-can-its-buying-power-keep-earnings-on-track-11634938762?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177412634","content_text":"Apple earnings preview: Most valuable U.S. company faces same issues as other hardware makers, but its status could help it withstand better than others\nApple Inc. is scheduled to release its quarterly earnings report on Thursday afternoon.\nAs supply constraints hit nearly every market, how much does the buying power of a $2.5 trillion electronics giant help?\nInvestors are about to find out as Apple Inc. gears up for its Thursday afternoon earnings report. The company warned three months back that it expected greater impacts from supply-chain issues in the September quarter than it saw in the June quarter, but the global crunch appears to have intensified since Apple last faced investors -- a recent Bloomberg News report indicated that Apple was planning to cut its iPhone 13 production targets for the year due to component shortages.\nIn perhaps a sign of its confidence, Apple plowed ahead with numerous device launches in the past two months. The company held its traditional September iPhone launch event, which also featured Apple Watch and iPad introductions, and then it unveiled new MacBook Pros and AirPods a month later.\nPotential supply constraints threaten to muddy an already uneventful iPhone launch and come at a crucial time for Apple as it heads into the holiday season. Even in less dramatic times for the global consumer-electronics industry, Apple has sometimes struggled to meet holiday-quarter demand for popular gift-giving items like its AirPods.\nStill, one analyst saw a potential positive for Apple amid the global disruption. If the company indeed faces component shortages that will impact its ability to get devices to consumers, its rivals could be feeling the crunch even more deeply, according to Morgan Stanley's Katy Huberty. Apple gets \"preferential treatment\" from its suppliers in tight situations, she argued, positioning it potentially to win market share during this stretch.\nD.A. Davidson analyst Tom Forte wrote that he was \"heartened\" to see relatively quick lead times for the products Apple announced in October. He'll be monitoring for the revenue and profit impacts of supply issues on Apple's earnings call.\nHP Inc., one of those Apple rivals, painted a mixed picture recently as executives called out continued strong demand for the company's personal computers but noted that they expect shortages to persist into next year. The company faces a growing backlog.\nIt has been more than a year since Apple last issued a traditional financial outlook along with its earnings report, and it's unlikely that the company will go back to its old guidance-giving ways amid uncertainty about supply dynamics. Still, investors will be looking for some signals of how the latest iPhone line has performed in its first few weeks of availability as well as for broader indications of Apple's ability to manage supply-chain disruptions in the months ahead.\nWhat to watch for\nEarnings: Analysts tracked by FactSet expect that Apple earned $1.24 a share in its fiscal fourth quarter, up from 73 cents a share in the year-earlier period. According to Estimize, which crowdsources projections from hedge funds, academics and others, the average earnings estimate calls for $1.33 a share.\nRevenue: The FactSet consensus calls for September-quarter revenue of $84.99 billion, up from $64.7 billion a year prior. The average projection on Estimize is for $87.09 billion.\nAnalysts tracked by FactSet are looking for $41.16 billion in iPhone sales; $7.25 billion in iPad sales; $9.15 billion in Mac sales; $9.40 billion in wearables, home and accessories sales; and $17.70 billion in services revenue.\nStock movement: Apple shares have fallen the day after each of the company's last four earnings reports. Shares have added 12.2% so far this year as the Dow Jones Industrial Average , which counts Apple as a component, has risen 16.6%.\nAnalysts remain generally upbeat about Apple's prospects: Of the 43 tracked by FactSet who cover Apple's stock, 32 have buy ratings, nine have hold ratings, and two have sell ratings. The average price target listed is $167.32, which is 12.5% above recent levels.\nWhat analysts are saying\nSnap Inc.'s (SNAP) pain could be Apple's gain.\nThe smartphone giant has been orienting itself as a champion of privacy, which is hurting social-media companies on Snap that have relied on the ability to track user activity and target advertisements accordingly.\nUsers have gradually been upgrading their device operating systems to newer versions of Apple's iOS that allow for the ability to opt out of third-party tracking, and Snap expects a significant impact from the changes. Its shares suffered a record fall after its September-quarter report, suggesting to at least one analyst that Apple may be poised to benefit by appealing to advertisers itself.\nWhile Apple has clamped down on the ability for third parties to track user activity for marketing purposes, the company is also trying to build out its own advertising business, and Evercore ISI analyst Amit Daryanani wrote that the disruptions felt by Snap could help \"newer players in the market like Apple at the expense of more established competitors,\" though admittedly Apple's measurement tools may not be ideal for some in the ad market.\n\"Apple's recent actions may be focused on privacy, but it also creates a very favorable environment as they look to build an advertising business that we think could eventually generate $20 billion in annual revenue,\" he wrote.\nAdvertising sits within Apple's services business, along with the App Store, which has increasingly become an area of contention. Apple takes up to 30% of in-app purchases made through its payment system, and some high-profile developers have asked for an alternate payment option. Following a lawsuit from Epic Games, a federal judge recently ruled that Apple had to allow app developers to link to other payment options, but the company is appealing that decision.\nApp Store fees are a lucrative part of Apple's business, and the company may face questions during its earnings call about its growing antitrust pressures as well as the financial impacts of possible App Store payment changes.\n\"The injunction could equal a 1% revenue and 4% EPS impact for Apple in 2023 and beyond,\" Jefferies analyst Kyle McNealy wrote last month. \"Any impact will take time and won't be seen until the Jun'22 Q at the earliest,\" he continued, calling the judge's ruling \"largely a win\" for Apple since the judge declined to call the company an illegal monopolist.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1068,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851061333,"gmtCreate":1634859708474,"gmtModify":1634859709494,"author":{"id":"3576990637797737","authorId":"3576990637797737","name":"1Man2Stonks","avatar":"https://static.tigerbbs.com/2c93182b4ac6670e37860fa9cbdfd2d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576990637797737","idStr":"3576990637797737"},"themes":[],"title":"","htmlText":"Gg I like Intel","listText":"Gg I like Intel","text":"Gg I like Intel","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/851061333","repostId":"2177467336","repostType":4,"isVote":1,"tweetType":1,"viewCount":1643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851063587,"gmtCreate":1634859690049,"gmtModify":1634859690908,"author":{"id":"3576990637797737","authorId":"3576990637797737","name":"1Man2Stonks","avatar":"https://static.tigerbbs.com/2c93182b4ac6670e37860fa9cbdfd2d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576990637797737","idStr":"3576990637797737"},"themes":[],"title":"","htmlText":"Omg he's back","listText":"Omg he's back","text":"Omg he's back","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/851063587","repostId":"2177467394","repostType":4,"isVote":1,"tweetType":1,"viewCount":1247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851069772,"gmtCreate":1634859657372,"gmtModify":1634859675579,"author":{"id":"3576990637797737","authorId":"3576990637797737","name":"1Man2Stonks","avatar":"https://static.tigerbbs.com/2c93182b4ac6670e37860fa9cbdfd2d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576990637797737","idStr":"3576990637797737"},"themes":[],"title":"","htmlText":"Go go stonk","listText":"Go go stonk","text":"Go go stonk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/851069772","repostId":"2177620204","repostType":4,"isVote":1,"tweetType":1,"viewCount":1411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851069917,"gmtCreate":1634859640358,"gmtModify":1634859641278,"author":{"id":"3576990637797737","authorId":"3576990637797737","name":"1Man2Stonks","avatar":"https://static.tigerbbs.com/2c93182b4ac6670e37860fa9cbdfd2d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576990637797737","idStr":"3576990637797737"},"themes":[],"title":"","htmlText":"Wow to the moon","listText":"Wow to the moon","text":"Wow to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851069917","repostId":"2177462128","repostType":4,"isVote":1,"tweetType":1,"viewCount":1286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853301754,"gmtCreate":1634771616289,"gmtModify":1634771619438,"author":{"id":"3576990637797737","authorId":"3576990637797737","name":"1Man2Stonks","avatar":"https://static.tigerbbs.com/2c93182b4ac6670e37860fa9cbdfd2d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576990637797737","idStr":"3576990637797737"},"themes":[],"title":"","htmlText":"Yeah Elon san the best","listText":"Yeah Elon san the best","text":"Yeah Elon san the best","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853301754","repostId":"1181020907","repostType":4,"repost":{"id":"1181020907","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":1634769732,"share":"https://www.laohunote.com/m/news/1181020907?lang=zh_CN&edition=full","pubTime":"2021-10-21 06:42","market":"us","language":"en","title":"Tesla beats Q3 revenue estimates but supply-chain problems impacting factories<blockquote>特斯拉第三季度收入超出预期,但供应链问题影响工厂</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1181020907","media":"Tiger Newspress","summary":"Tesla Inc on Wednesday beat Wall Street expectations for third-quarter revenue on the back of record deliveries as the electric car maker navigated through a prolonged global shortage of chips and raw materials.Tesla said it aims to increase production in the fourth quarter from the previous quarter, adding that \"the magnitude of growth will be determined largely by outside factors.\". Tesla, the world's most valuable automaker, has weathered the pandemic and the global supply-chain crisis better","content":"<p>Tesla Inc on Wednesday beat Wall Street expectations for third-quarter revenue on the back of record deliveries as the electric car maker navigated through a prolonged global shortage of chips and raw materials.</p><p><blockquote>电动汽车制造商特斯拉周三的第三季度收入超出了华尔街的预期,交付量创纪录,因为这家电动汽车制造商克服了全球芯片和原材料长期短缺的问题。</blockquote></p><p> Tesla said it aims to increase production in the fourth quarter from the previous quarter, adding that \"the magnitude of growth will be determined largely by outside factors.\"</p><p><blockquote>特斯拉表示,其目标是在第四季度比上一季度增加产量,并补充说“增长的幅度将在很大程度上取决于外部因素。”</blockquote></p><p> \"A variety of challenges, including semiconductor shortages, congestion at ports and rolling blackouts, have been impacting our ability to keep factories running at full speed,\" the company said.</p><p><blockquote>该公司表示:“包括半导体短缺、港口拥堵和轮流停电在内的各种挑战一直在影响我们保持工厂全速运行的能力。”</blockquote></p><p> Tesla, the world's most valuable automaker, has weathered the pandemic and the global supply-chain crisis better than rivals, posting record revenue for the fifth consecutive quarter in the July to September period, fueled by a production ramp-up at its Chinese factory.</p><p><blockquote>全球最有价值的汽车制造商特斯拉比竞争对手更好地抵御了疫情和全球供应链危机,在中国工厂产量增加的推动下,7 月至 9 月期间连续第五个季度实现创纪录的收入。</blockquote></p><p> Led by billionaire Elon Musk, Tesla faces challenges of maintaining its growth in the face of a prolonged chip shortage, with its factories starting production in Berlin and Texas this year.</p><p><blockquote>在亿万富翁埃隆·马斯克的领导下,面对长期的芯片短缺,特斯拉面临着维持增长的挑战,其在柏林和德克萨斯的工厂今年开始生产。</blockquote></p><p> Tesla shares, up about 23% this year, were down about 1.6% in extended trade late on Wednesday.</p><p><blockquote>特斯拉股价今年上涨约 23%,但在周三晚间的盘后交易中下跌约 1.6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d998d6369e593952a4c3d57b9224c4a6\" tg-width=\"848\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Revenue rose to $13.76 billion from $8.77 billion a year earlier. Analysts had expected revenue of about $13.63 billion, according to IBES data from Refinitiv.</p><p><blockquote>收入从去年同期的 87.7 亿美元增至 137.6 亿美元。根据 Refinitiv 的 IBES 数据,分析师此前预计收入约为 136.3 亿美元。</blockquote></p><p> Tesla's automotive gross margin, excluding environmental credits, rose to 28.8%, from 25.8% the previous quarter.</p><p><blockquote>特斯拉不包括环境信用的汽车毛利率从上一季度的 25.8% 上升至 28.8%。</blockquote></p><p> Tesla has been raising prices in the United States, which helped cushion the impact of the supply-chain costs, analysts said.</p><p><blockquote>分析师表示,特斯拉一直在提高美国的价格,这有助于缓冲供应链成本的影响。</blockquote></p><p> \"Tesla's average selling price (ASP) of vehicles were higher than expected and the U.S. market drove that,\" said Gene Munster, managing partner at venture capital firm Loup Ventures, an investor in Tesla. Tesla said its ongoing cost-cutting efforts helped counter the declines in its ASPs stemming from sales of lower-priced vehicles like the Model 3 and Model Y.</p><p><blockquote>特斯拉投资者风险投资公司 Loup Ventures 的执行合伙人吉恩·蒙斯特 (Gene Munster) 表示:“特斯拉的汽车平均售价 (ASP) 高于预期,而美国市场推动了这一趋势。”特斯拉表示,其持续的成本削减努力有助于抵消 Model 3 和 Model Y 等低价汽车销售导致的平均售价下降。</blockquote></p><p> Tesla has cut costs with the use of more Chinese parts including batteries. The company posted robust sales in China, where its Shanghai factory has surpassed the Tesla factory in Fremont, California, in terms of production.</p><p><blockquote>特斯拉通过使用包括电池在内的更多中国零部件来削减成本。该公司在中国的销售强劲,其上海工厂的产量已经超过了位于加州弗里蒙特的特斯拉工厂。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bdf4574208dc79952acb2a1ca49c22b2\" tg-width=\"960\" tg-height=\"582\" 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>Tesla beats Q3 revenue estimates but supply-chain problems impacting factories<blockquote>特斯拉第三季度收入超出预期,但供应链问题影响工厂</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla beats Q3 revenue estimates but supply-chain problems impacting factories<blockquote>特斯拉第三季度收入超出预期,但供应链问题影响工厂</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\">2021-10-21 06:42</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla Inc on Wednesday beat Wall Street expectations for third-quarter revenue on the back of record deliveries as the electric car maker navigated through a prolonged global shortage of chips and raw materials.</p><p><blockquote>电动汽车制造商特斯拉周三的第三季度收入超出了华尔街的预期,交付量创纪录,因为这家电动汽车制造商克服了全球芯片和原材料长期短缺的问题。</blockquote></p><p> Tesla said it aims to increase production in the fourth quarter from the previous quarter, adding that \"the magnitude of growth will be determined largely by outside factors.\"</p><p><blockquote>特斯拉表示,其目标是在第四季度比上一季度增加产量,并补充说“增长的幅度将在很大程度上取决于外部因素。”</blockquote></p><p> \"A variety of challenges, including semiconductor shortages, congestion at ports and rolling blackouts, have been impacting our ability to keep factories running at full speed,\" the company said.</p><p><blockquote>该公司表示:“包括半导体短缺、港口拥堵和轮流停电在内的各种挑战一直在影响我们保持工厂全速运行的能力。”</blockquote></p><p> Tesla, the world's most valuable automaker, has weathered the pandemic and the global supply-chain crisis better than rivals, posting record revenue for the fifth consecutive quarter in the July to September period, fueled by a production ramp-up at its Chinese factory.</p><p><blockquote>全球最有价值的汽车制造商特斯拉比竞争对手更好地抵御了疫情和全球供应链危机,在中国工厂产量增加的推动下,7 月至 9 月期间连续第五个季度实现创纪录的收入。</blockquote></p><p> Led by billionaire Elon Musk, Tesla faces challenges of maintaining its growth in the face of a prolonged chip shortage, with its factories starting production in Berlin and Texas this year.</p><p><blockquote>在亿万富翁埃隆·马斯克的领导下,面对长期的芯片短缺,特斯拉面临着维持增长的挑战,其在柏林和德克萨斯的工厂今年开始生产。</blockquote></p><p> Tesla shares, up about 23% this year, were down about 1.6% in extended trade late on Wednesday.</p><p><blockquote>特斯拉股价今年上涨约 23%,但在周三晚间的盘后交易中下跌约 1.6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d998d6369e593952a4c3d57b9224c4a6\" tg-width=\"848\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Revenue rose to $13.76 billion from $8.77 billion a year earlier. Analysts had expected revenue of about $13.63 billion, according to IBES data from Refinitiv.</p><p><blockquote>收入从去年同期的 87.7 亿美元增至 137.6 亿美元。根据 Refinitiv 的 IBES 数据,分析师此前预计收入约为 136.3 亿美元。</blockquote></p><p> Tesla's automotive gross margin, excluding environmental credits, rose to 28.8%, from 25.8% the previous quarter.</p><p><blockquote>特斯拉不包括环境信用的汽车毛利率从上一季度的 25.8% 上升至 28.8%。</blockquote></p><p> Tesla has been raising prices in the United States, which helped cushion the impact of the supply-chain costs, analysts said.</p><p><blockquote>分析师表示,特斯拉一直在提高美国的价格,这有助于缓冲供应链成本的影响。</blockquote></p><p> \"Tesla's average selling price (ASP) of vehicles were higher than expected and the U.S. market drove that,\" said Gene Munster, managing partner at venture capital firm Loup Ventures, an investor in Tesla. Tesla said its ongoing cost-cutting efforts helped counter the declines in its ASPs stemming from sales of lower-priced vehicles like the Model 3 and Model Y.</p><p><blockquote>特斯拉投资者风险投资公司 Loup Ventures 的执行合伙人吉恩·蒙斯特 (Gene Munster) 表示:“特斯拉的汽车平均售价 (ASP) 高于预期,而美国市场推动了这一趋势。”特斯拉表示,其持续的成本削减努力有助于抵消 Model 3 和 Model Y 等低价汽车销售导致的平均售价下降。</blockquote></p><p> Tesla has cut costs with the use of more Chinese parts including batteries. The company posted robust sales in China, where its Shanghai factory has surpassed the Tesla factory in Fremont, California, in terms of production.</p><p><blockquote>特斯拉通过使用包括电池在内的更多中国零部件来削减成本。该公司在中国的销售强劲,其上海工厂的产量已经超过了位于加州弗里蒙特的特斯拉工厂。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bdf4574208dc79952acb2a1ca49c22b2\" tg-width=\"960\" tg-height=\"582\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181020907","content_text":"Tesla Inc on Wednesday beat Wall Street expectations for third-quarter revenue on the back of record deliveries as the electric car maker navigated through a prolonged global shortage of chips and raw materials.\nTesla said it aims to increase production in the fourth quarter from the previous quarter, adding that \"the magnitude of growth will be determined largely by outside factors.\"\n\"A variety of challenges, including semiconductor shortages, congestion at ports and rolling blackouts, have been impacting our ability to keep factories running at full speed,\" the company said.\nTesla, the world's most valuable automaker, has weathered the pandemic and the global supply-chain crisis better than rivals, posting record revenue for the fifth consecutive quarter in the July to September period, fueled by a production ramp-up at its Chinese factory.\nLed by billionaire Elon Musk, Tesla faces challenges of maintaining its growth in the face of a prolonged chip shortage, with its factories starting production in Berlin and Texas this year.\nTesla shares, up about 23% this year, were down about 1.6% in extended trade late on Wednesday.\n\nRevenue rose to $13.76 billion from $8.77 billion a year earlier. Analysts had expected revenue of about $13.63 billion, according to IBES data from Refinitiv.\nTesla's automotive gross margin, excluding environmental credits, rose to 28.8%, from 25.8% the previous quarter.\nTesla has been raising prices in the United States, which helped cushion the impact of the supply-chain costs, analysts said.\n\"Tesla's average selling price (ASP) of vehicles were higher than expected and the U.S. market drove that,\" said Gene Munster, managing partner at venture capital firm Loup Ventures, an investor in Tesla. Tesla said its ongoing cost-cutting efforts helped counter the declines in its ASPs stemming from sales of lower-priced vehicles like the Model 3 and Model Y.\nTesla has cut costs with the use of more Chinese parts including batteries. The company posted robust sales in China, where its Shanghai factory has surpassed the Tesla factory in Fremont, California, in terms of production.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1080,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853301600,"gmtCreate":1634771588885,"gmtModify":1634771589980,"author":{"id":"3576990637797737","authorId":"3576990637797737","name":"1Man2Stonks","avatar":"https://static.tigerbbs.com/2c93182b4ac6670e37860fa9cbdfd2d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576990637797737","idStr":"3576990637797737"},"themes":[],"title":"","htmlText":"Omg to the moon","listText":"Omg to the moon","text":"Omg to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/853301600","repostId":"2177314294","repostType":4,"isVote":1,"tweetType":1,"viewCount":893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":101912868,"gmtCreate":1619836362754,"gmtModify":1634209589005,"author":{"id":"3576990637797737","authorId":"3576990637797737","name":"1Man2Stonks","avatar":"https://static.tigerbbs.com/2c93182b4ac6670e37860fa9cbdfd2d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576990637797737","authorIdStr":"3576990637797737"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/101912868","repostId":"1142063705","repostType":4,"isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153339027,"gmtCreate":1625009426769,"gmtModify":1633946007351,"author":{"id":"3576990637797737","authorId":"3576990637797737","name":"1Man2Stonks","avatar":"https://static.tigerbbs.com/2c93182b4ac6670e37860fa9cbdfd2d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576990637797737","authorIdStr":"3576990637797737"},"themes":[],"title":"","htmlText":"Night","listText":"Night","text":"Night","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/153339027","repostId":"2147603368","repostType":4,"isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882169081,"gmtCreate":1631667529243,"gmtModify":1632806931043,"author":{"id":"3576990637797737","authorId":"3576990637797737","name":"1Man2Stonks","avatar":"https://static.tigerbbs.com/2c93182b4ac6670e37860fa9cbdfd2d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576990637797737","authorIdStr":"3576990637797737"},"themes":[],"title":"","htmlText":"Wow must buy","listText":"Wow must buy","text":"Wow must buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/882169081","repostId":"2167556360","repostType":4,"isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809123970,"gmtCreate":1627353263390,"gmtModify":1633765801248,"author":{"id":"3576990637797737","authorId":"3576990637797737","name":"1Man2Stonks","avatar":"https://static.tigerbbs.com/2c93182b4ac6670e37860fa9cbdfd2d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576990637797737","authorIdStr":"3576990637797737"},"themes":[],"title":"","htmlText":"Sure it can","listText":"Sure it can","text":"Sure it can","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/809123970","repostId":"1185984264","repostType":4,"repost":{"id":"1185984264","kind":"news","pubTimestamp":1627353023,"share":"https://www.laohunote.com/m/news/1185984264?lang=zh_CN&edition=full","pubTime":"2021-07-27 10:30","market":"us","language":"en","title":"Can Apple's Q3 Results Support The New Buoyancy In The Stock?<blockquote>苹果第三季度业绩能否支撑股价的新上涨?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1185984264","media":"Benzinga","summary":"Apple, Inc.(NASDAQ:AAPL) is scheduled to report third-quarter results Tuesday after the market close","content":"<p><div> Apple, Inc.(NASDAQ:AAPL) is scheduled to report third-quarter results Tuesday after the market close. The results are key for the stock to continue the momentum it has recently shown. Apple Q3 ...</p><p><blockquote><div>苹果公司(纳斯达克股票代码:AAPL)定于周二收盘后公布第三季度业绩。业绩是该股延续近期势头的关键。苹果第三季度……</div></blockquote></p><p> <a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/07/22154880/can-apples-q3-results-support-the-new-buoyancy-in-the-stock\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/07/22154880/can-apples-q3-results-support-the-new-buoyancy-in-the-stock\">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>Can Apple's Q3 Results Support The New Buoyancy In The Stock?<blockquote>苹果第三季度业绩能否支撑股价的新上涨?</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\">\nCan Apple's Q3 Results Support The New Buoyancy In The Stock?<blockquote>苹果第三季度业绩能否支撑股价的新上涨?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-07-27 10:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Apple, Inc.(NASDAQ:AAPL) is scheduled to report third-quarter results Tuesday after the market close. The results are key for the stock to continue the momentum it has recently shown. Apple Q3 ...</p><p><blockquote><div>苹果公司(纳斯达克股票代码:AAPL)定于周二收盘后公布第三季度业绩。业绩是该股延续近期势头的关键。苹果第三季度……</div></blockquote></p><p> <a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/07/22154880/can-apples-q3-results-support-the-new-buoyancy-in-the-stock\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/07/22154880/can-apples-q3-results-support-the-new-buoyancy-in-the-stock\">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/analyst-ratings/analyst-color/21/07/22154880/can-apples-q3-results-support-the-new-buoyancy-in-the-stock\">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":{"AAPL":"苹果"},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/21/07/22154880/can-apples-q3-results-support-the-new-buoyancy-in-the-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185984264","content_text":"Apple, Inc.(NASDAQ:AAPL) is scheduled to report third-quarter results Tuesday after the market close. The results are key for the stock to continue the momentum it has recently shown.\nApple Q3 Consensus Estimates:Analysts, on average, estimate Apple will report third-quarter earnings per share of $1 on revenue of $72.93 billion.\nThe Street estimates are conservative, Wedbush analyst Daniel Ives said in a note last week.\nThe analyst predicates his positive expectations on the iPhone strength seen during the quarter, with a particular uptick in demand out of China.\nFamed Apple analyst and Loup Funds managing partner Gene Munster pencils EPS of $1.04 and revenue of $73.3 million.\nIn the year-ago quarter, the company reported EPS of 64 cents and revenue of $59.69 billion. In theprevious quarter,the metrics were at $1.40 and $89.6 million, respectively.\nMunster Sees Accelerating iPhone Momentum:Apple's flagship iPhone is likely to benefit from early 5G adoption, an aging base of iPhones three years old or older and the positive impact from stimulus checks in the U.S., Munster said.\nHe expects 33% year-over-year growth in iPhone revenue to $35.2 billion vis-à-vis the consensus estimate of $34.2 billion.\nLast week, UBS analyst David Vogt raised his iPhone unit forecast from 42 million to 44 million and the ASP estimate by 2% to $825. In the U.S., the analyst sees aggressive promotions from U.S. carriers helping iPhone numbers. Upside to estimates is limited by macro supply chain issues and not demand, the analyst said.\nMac, iPad Bear Brunt Of Component Shortage:Mac and iPad revenue growth is likely to moderate from the frenetic pace seen in the March quarter, as component shortages serve as a drag. Munster expects Mac sales to rise 13% to $8 billion and iPad sales at $7.2 billion, a slowdown in growth from 79% in the March quarter to 9%.\nServices Growth Settles Around Mid-Teens:The Services segment, which accounts for roughly one-fifth of Apple's revenues, may have grown revenue by 18%, according to Munster.\nThis is a slowdown from the 27% growth witnessed in the March quarter.\n\"Long-term, we expect growth to remain around 15% consistently as Apple continues to layer on more Services, including recently announced Apple Fitness+ and its podcast marketplace,\" Munster wrote in a note.\nLooking Ahead:For the September quarter, analysts are modeling in EPS of $1.11 and revenues of $81.03 billion. Full-year EPS and revenues are estimated at $5.18 and $354.61 billion, respectively.\nUBS analyst Vogt models iPhone unit sales of 227 million for fiscal year 2021.\nMunster is of the view Apple will remain a growth story for the foreseeable future. Over the next two-plus years, the company will benefit from the digital transformation that is in play, 5G enthusiasm and growing anticipation of new business segments, he said.\nThe three biggest untapped markets, Munster said, are AR/MR, wellness, and the opportunity around autonomy with the Apple Car.\nApple shares will approach $200 over the next couple of years, he added.\nWedbush named Apple as its large cap tech name to play the 5G transformational cycle, with the one-two punch of its massive services business and iPhone product cycle translating into a $3-trillion market cap in 2022.\nApple Shares Wakes Up From 1H Slumber:Apple shares ended the first half of 2021 up merely 3.6% despite stellar fundamental performance. The company underperformed most of its FAANG peers.\nThe shares picked up momentum at the start of the July, and on July 15, hit an all-time intraday high of $150. After a minor pullback, the stock is closing in on its record high.\nApple shares gained 0.29% Monday, closing at $148.99.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802664349,"gmtCreate":1627777676881,"gmtModify":1633756554978,"author":{"id":"3576990637797737","authorId":"3576990637797737","name":"1Man2Stonks","avatar":"https://static.tigerbbs.com/2c93182b4ac6670e37860fa9cbdfd2d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576990637797737","authorIdStr":"3576990637797737"},"themes":[],"title":"","htmlText":"Buy the dips","listText":"Buy the dips","text":"Buy the dips","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/802664349","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185330012,"gmtCreate":1623632755436,"gmtModify":1634030967629,"author":{"id":"3576990637797737","authorId":"3576990637797737","name":"1Man2Stonks","avatar":"https://static.tigerbbs.com/2c93182b4ac6670e37860fa9cbdfd2d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576990637797737","authorIdStr":"3576990637797737"},"themes":[],"title":"","htmlText":"Wow nice","listText":"Wow nice","text":"Wow nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/185330012","repostId":"1146430910","repostType":4,"isVote":1,"tweetType":1,"viewCount":748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":133829561,"gmtCreate":1621736261653,"gmtModify":1634186907478,"author":{"id":"3576990637797737","authorId":"3576990637797737","name":"1Man2Stonks","avatar":"https://static.tigerbbs.com/2c93182b4ac6670e37860fa9cbdfd2d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576990637797737","authorIdStr":"3576990637797737"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/133829561","repostId":"2137906121","repostType":4,"isVote":1,"tweetType":1,"viewCount":914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819740507,"gmtCreate":1630110423009,"gmtModify":1704956030822,"author":{"id":"3576990637797737","authorId":"3576990637797737","name":"1Man2Stonks","avatar":"https://static.tigerbbs.com/2c93182b4ac6670e37860fa9cbdfd2d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576990637797737","authorIdStr":"3576990637797737"},"themes":[],"title":"","htmlText":"Wow to the moon","listText":"Wow to the moon","text":"Wow to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/819740507","repostId":"1199074003","repostType":4,"repost":{"id":"1199074003","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":1630077382,"share":"https://www.laohunote.com/m/news/1199074003?lang=zh_CN&edition=full","pubTime":"2021-08-27 23:16","market":"us","language":"en","title":"Crypto stocks surged in morning trading<blockquote>加密货币股票在早盘交易中飙升</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199074003","media":"Tiger Newspress","summary":"Crypto stocks surged in morning trading.Bit Digital,Marathon Digital,Riot Blockchain,SoS Ltd,Square,","content":"<p>Crypto stocks surged in morning trading.Bit Digital,Marathon Digital,Riot Blockchain,SoS Ltd,Square,Coinbase and Paypal climbed between 1% and 13%.</p><p><blockquote>加密股票在早盘交易中飙升.Bit Digital、Marathon Digital、Riot Blockchain、SoS Ltd、Square、比特币基地和Paypal上涨了1%至13%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/67735af69f95f6a88ee67ae3737e58c0\" tg-width=\"364\" tg-height=\"715\" 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>Crypto stocks surged in morning trading<blockquote>加密货币股票在早盘交易中飙升</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\">\nCrypto stocks surged in morning trading<blockquote>加密货币股票在早盘交易中飙升</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-27 23:16</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Crypto stocks surged in morning trading.Bit Digital,Marathon Digital,Riot Blockchain,SoS Ltd,Square,Coinbase and Paypal climbed between 1% and 13%.</p><p><blockquote>加密股票在早盘交易中飙升.Bit Digital、Marathon Digital、Riot Blockchain、SoS Ltd、Square、比特币基地和Paypal上涨了1%至13%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/67735af69f95f6a88ee67ae3737e58c0\" tg-width=\"364\" tg-height=\"715\" 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":{"SOS":"SOS Limited","BTBT":"Bit Digital, Inc.","RIOT":"Riot Platforms","CAN":"嘉楠科技","EBON":"亿邦国际","NCTY":"第九城市","MARA":"MARA Holdings","COIN":"Coinbase Global, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199074003","content_text":"Crypto stocks surged in morning trading.Bit Digital,Marathon Digital,Riot Blockchain,SoS Ltd,Square,Coinbase and Paypal climbed between 1% and 13%.","news_type":1,"symbols_score_info":{"SOS":0.9,"BTCM":0.9,"SQ":0.9,"EBON":0.9,"MARA":0.9,"NCTY":0.9,"COIN":0.9,"CAN":0.9,"BTBT":0.9,"RIOT":0.9}},"isVote":1,"tweetType":1,"viewCount":607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899497370,"gmtCreate":1628209491790,"gmtModify":1633752633460,"author":{"id":"3576990637797737","authorId":"3576990637797737","name":"1Man2Stonks","avatar":"https://static.tigerbbs.com/2c93182b4ac6670e37860fa9cbdfd2d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576990637797737","authorIdStr":"3576990637797737"},"themes":[],"title":"","htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/899497370","repostId":"2157456017","repostType":4,"isVote":1,"tweetType":1,"viewCount":615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153330638,"gmtCreate":1625009402524,"gmtModify":1633946007920,"author":{"id":"3576990637797737","authorId":"3576990637797737","name":"1Man2Stonks","avatar":"https://static.tigerbbs.com/2c93182b4ac6670e37860fa9cbdfd2d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576990637797737","authorIdStr":"3576990637797737"},"themes":[],"title":"","htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/153330638","repostId":"1122418477","repostType":4,"isVote":1,"tweetType":1,"viewCount":594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}