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Cfgramos

Cfgramos

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2021-05-03

$Bionano Genomics(BNGO)$Sigh, will just average this…

2021-06-07

Looking forward to this WWDC, exciting times ahead!

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2021-09-17

May the best streaming service win! And right now I’m subscribed to Netflix, Disney andAmazon Prime Video! 😆

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2021-07-21

Stay safe everyone!

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2021-09-12

Apple will always emerge a victory

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2021-07-16

$Virgin Galactic(SPCE)$Sad that it’s going down though 😭

2021-04-25

$Tuya Inc.(TUYA)$Will just keep on waiting 😑

2021-08-12

$Clover Health Corp(CLOV)$Just waiting until it’s ready..

2021-06-08

Apple and it’s commitment to privacy is justamazing. In the meantime while we use FB and Instagram for free, FB is making money off our personal data, scary!

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2021-05-29

I love Costco Food Courts and I surely miss the $1.50 Hotdog. Now if we only we have ithere in SG…

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2021-08-04

Hopefully it will encourage more NYorkers to get vaccinated

NYC Orders Restaurants And Gyms To Demand Proof Of Vaccination From All Customers<blockquote>纽约市命令餐馆和健身房要求所有顾客提供疫苗接种证明</blockquote>

2021-04-12

With the rise of Bitcoin, it’s also bringing upalong the rest of the crypto currencies. Nowmight be a good time to ride the wave.

Why Bitcoin Is Crossing $60K Again<blockquote>为什么比特币再次突破6万美元</blockquote>

2021-08-27

This is really a very nice and generous move from AirBnb. Let’s support this!

Airbnb allowing anyone to host Afghanistan refugees, not just hosts<blockquote>爱彼迎允许任何人收容阿富汗难民，而不仅仅是东道国</blockquote>

2021-07-19

This is good

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2021-07-12

$Virgin Galactic(SPCE)$Spread you wings pretty butterfly!

2021-10-18

Awesome news

Tesla, AT&T, Netflix, ASML, Snap and Other Stocks for Investors to Watch This Week<blockquote>特斯拉、AT&T、Netflix、ASML、Snap等本周值得投资者关注的股票</blockquote>

2021-09-02

This is good news!

Virgin Galactic shares rose more than 4% in early trading as launching its first commercial research mission<blockquote>维珍银河股价早盘上涨逾4%，启动首个商业研究任务</blockquote>

2021-07-13

$Clover Health Corp(CLOV)$Bloody bloody 😭

2021-06-29

Palantir fundamentals are great!

Palantir: On Building A Dynasty<blockquote>Palantir：建立王朝</blockquote>

2021-06-27

Of course!

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gonna hurt","listText":"That’s gonna hurt","text":"That’s gonna hurt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/877218487","repostId":"1136453460","repostType":4,"repost":{"id":"1136453460","kind":"news","pubTimestamp":1637933775,"share":"https://www.laohu8.com/m/news/1136453460?lang=zh_CN&edition=full","pubTime":"2021-11-26 21:36","market":"us","language":"en","title":"Ocugen Shares Fall After Its Pivotal COVID-19 Vaccine Trial Put On FDA Hold<blockquote>Ocugen关键的COVID-19疫苗试验被FDA搁置后股价下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1136453460","media":"Benzinga","summary":"The FDA has issued a clinical hold on Ocugen Inc's Investigational New Drug application (IND) to eva","content":"<p><div> The FDA has issued a clinical hold on Ocugen Inc's Investigational New Drug application (IND) to evaluate the COVID-19 vaccine candidate, BBV152 (known as Covaxin outside the U.S.).  The FDA plans to ...</p><p><blockquote><div>FDA已对Ocugen Inc的研究性新药申请(IND)发布临床搁置，以评估COVID-19候选疫苗BBV152（在美国以外称为科瓦克辛）。食品和药物管理局计划...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/general/biotech/21/11/24302992/ocugen-shares-fall-after-its-pivotal-covid-19-vaccine-trial-put-on-fda-hold\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/general/biotech/21/11/24302992/ocugen-shares-fall-after-its-pivotal-covid-19-vaccine-trial-put-on-fda-hold\">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>Ocugen Shares Fall After Its Pivotal COVID-19 Vaccine Trial Put On FDA Hold<blockquote>Ocugen关键的COVID-19疫苗试验被FDA搁置后股价下跌</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\">\nOcugen Shares Fall After Its Pivotal COVID-19 Vaccine Trial Put On FDA Hold<blockquote>Ocugen关键的COVID-19疫苗试验被FDA搁置后股价下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-11-26 21:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> The FDA has issued a clinical hold on Ocugen Inc's Investigational New Drug application (IND) to evaluate the COVID-19 vaccine candidate, BBV152 (known as Covaxin outside the U.S.).  The FDA plans to ...</p><p><blockquote><div>FDA已对Ocugen Inc的研究性新药申请(IND)发布临床搁置，以评估COVID-19候选疫苗BBV152（在美国以外称为科瓦克辛）。食品和药物管理局计划...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/general/biotech/21/11/24302992/ocugen-shares-fall-after-its-pivotal-covid-19-vaccine-trial-put-on-fda-hold\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/general/biotech/21/11/24302992/ocugen-shares-fall-after-its-pivotal-covid-19-vaccine-trial-put-on-fda-hold\">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/general/biotech/21/11/24302992/ocugen-shares-fall-after-its-pivotal-covid-19-vaccine-trial-put-on-fda-hold\">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":{"OCGN":"Ocugen"},"source_url":"https://www.benzinga.com/general/biotech/21/11/24302992/ocugen-shares-fall-after-its-pivotal-covid-19-vaccine-trial-put-on-fda-hold","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136453460","content_text":"The FDA has issued a clinical hold on Ocugen Inc's Investigational New Drug application (IND) to evaluate the COVID-19 vaccine candidate, BBV152 (known as Covaxin outside the U.S.).\n\nThe FDA plans to identify the specific deficiencies that are the basis for clinical hold and information on addressing those deficiencies.\nThe Company expects to receive formal written communication with the additional information from the FDA and plans to work with the agency to resolve its questions as promptly as possible.\nBBV152 is an investigational vaccine candidate product in the U.S. It was developed by Bharat Biotech in collaboration with the Indian Council of Medical Research (ICMR) - National Institute of Virology.\nCovaxin is a highly purified and inactivated vaccine that is manufactured using a vero cell manufacturing platform.\nPrice Action: OCGN shares are down 16% at $5.94 during the premarket session on the last check Friday.","news_type":1,"symbols_score_info":{"OCGN":0.9}},"isVote":1,"tweetType":1,"viewCount":2756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874602219,"gmtCreate":1637764452937,"gmtModify":1637764453112,"author":{"id":"3577318628836449","authorId":"3577318628836449","name":"Cfgramos","avatar":"https://static.tigerbbs.com/8e4f5dee285970cb0d50c61a4302a33f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577318628836449","idStr":"3577318628836449"},"themes":[],"htmlText":"Ouch","listText":"Ouch","text":"Ouch","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874602219","repostId":"1149443792","repostType":4,"repost":{"id":"1149443792","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":1637764212,"share":"https://www.laohu8.com/m/news/1149443792?lang=zh_CN&edition=full","pubTime":"2021-11-24 22:30","market":"us","language":"en","title":"Stocks fall as higher yields hit tech names again, retail earnings disappoint<blockquote>由于收益率上升再次打击科技股，零售业盈利令人失望，股市下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1149443792","media":"Tiger Newspress","summary":"U.S. stocks fell at the open on Wednesday morning as higher yields continued to put pressure on high","content":"<p>U.S. stocks fell at the open on Wednesday morning as higher yields continued to put pressure on high-flying tech stocks.</p><p><blockquote>由于收益率上升继续给飞速发展的科技股带来压力，美国股市周三早盘开盘下跌。</blockquote></p><p> The Dow Jones Industrial Averaged shed 200 points, or about 0.6%. The S&amp;P 500 lose 0.6%, while the tech-heavy Nasdaq Composit slid 0.9%.</p><p><blockquote>道琼斯工业平均指数下跌200点，跌幅约0.6%。标普500下跌0.6%，以科技股为主的纳斯达克综合指数下跌0.9%。</blockquote></p><p> The three major indexes held lower even after new Labor Department data showed new&nbsp;weekly jobless claims&nbsp;fell far more than expected to their lowest level since November 1969, underscoring the current tight labor market conditions. The 10-year Treasury yield rose to near 1.7% amid these further signs of a firming economic recovery.</p><p><blockquote>尽管劳工部新数据显示每周新申请失业救济人数降幅远超预期至1969年11月以来的最低水平，突显出当前劳动力市场状况紧张，但三大指数仍走低。随着经济复苏的进一步迹象，10年期国债收益率升至近1.7%。</blockquote></p><p> Rising interest rates have coincided with a selloff in tech and growth stocks this week, with the Nasdaq dropping another 0.5% on Tuesday after Monday's more than 1% decline.</p><p><blockquote>利率上升与本周科技股和成长股的抛售同时发生，纳斯达克继周一下跌超过1%后，周二又下跌0.5%。</blockquote></p><p> \"Initially, the markets were happy with the FOMC decision [for Fed Chair Jerome Powell'srenomination] in the sense that it was sort of a continuity play to some degree. But then rates started to rise, and a lot of folks read rising rates as negative for big-cap tech,\" Stuart Kaiser, UBS head of equity derivatives research,told Yahoo Finance Live.\"So I think the tradeoff we're going to have here is that, tech has been market leadership — it's obviously a strong earnings growth and free cash flow engine for U.S. equities — but if you believe it's going to come under pressure from higher yields, then you end up with kind of a difficult Catch-22.\"</p><p><blockquote>“最初，市场对联邦公开市场委员会（美联储主席杰罗姆·鲍威尔的重新提名）的决定感到满意，因为这在某种程度上是一种连续性。但随后利率开始上升，很多人认为利率上升对大型科技股不利，”瑞银股票衍生品研究主管斯图尔特·凯泽(Stuart Kaiser)告诉雅虎财经直播。“因此，我认为我们将在这里做出的权衡是，科技股一直处于市场领先地位——它显然是美国股市的强劲盈利增长和自由现金流引擎——但如果你认为它将面临收益率上升的压力，那么你最终会面临艰难的第22条军规。”</blockquote></p><p> Investors are set to receive more economic data later Wednesday morning ahead of the Thanksgiving Day market holiday, with both the U.S. stock and bond markets set to close all day Thursday. Importantly, the Bureau of Economic Analysis will release the October personal consumption expenditures (PCE) deflator, offering an updated look at the extent of the price increases still reverberating through the U.S. economy.</p><p><blockquote>周三上午晚些时候，在感恩节市场假期之前，投资者将收到更多经济数据，美国股市和债市周四全天休市。重要的是，经济分析局将发布10月份个人消费支出（PCE）平减指数，提供仍在影响美国经济的价格上涨程度的最新情况。</blockquote></p><p> The headline PCE deflator is expected to rise by 5.1% in October over last year for its fastest annual growth rate in more than three decades. Taken in tandem with a bevy of other data pointing to persistently high inflation, investors are speculating that the Federal Reserve will step in and raise benchmark interest rates from their near-zero levels next year to try and stem rising prices.</p><p><blockquote>预计10月份总体PCE平减指数将比去年上涨5.1%，创三十多年来最快年增长率。再加上一系列其他数据表明通胀持续高企，投资者猜测美联储明年将介入并将基准利率从接近零的水平上调，以试图阻止物价上涨。</blockquote></p><p> According to other analysts, the market action this week — with a renewed rotation away from technology and growth stocks in the face of rising rates — could presage the investing environment for next year.</p><p><blockquote>其他分析师表示，本周的市场走势——面对利率上升，科技股和成长股重新转向——可能预示着明年的投资环境。</blockquote></p><p> \"[Tuesday] might be an example of what we see more of next year as the Fed moves into a mode of withdrawing liquidity from the markets and ending these pandemic-era policies, perhaps with rate hikes at the end of the year,\" Jeffrey Kleintop, Charles Schwab chief global investment strategist,told Yahoo Finance Live.\"And that means higher-valuation stocks, well, they tend to not do as well in environments of rising interest rates and tighter financial conditions.\"</p><p><blockquote>“（周二）可能是我们明年看到更多情况的一个例子，因为美联储进入从市场撤出流动性并结束这些大流行时代的政策的模式，也许会在年底加息，”嘉信理财首席全球投资策略师杰弗里·克莱因托普(Jeffrey Kleintop)告诉雅虎财经直播。“这意味着高估值股票在利率上升和金融状况收紧的环境下往往表现不佳。”</blockquote></p><p> \"So you may want to look to be in those sectors that are maybe trading closer to their average valuations, looking to leadership like financials, energy,\" he added. \"The only caveat to that is when we see these upticks in COVID cases globally, it tends to favor those lockdown defensives like technology.\"</p><p><blockquote>“因此，你可能希望关注那些交易估值可能更接近其平均估值的行业，寻找金融、能源等领先地位，”他补充道。“唯一的警告是，当我们看到全球新冠病例增加时，人们往往会青睐技术等封锁防御措施。”</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>Stocks fall as higher yields hit tech names again, retail earnings disappoint<blockquote>由于收益率上升再次打击科技股，零售业盈利令人失望，股市下跌</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\">\nStocks fall as higher yields hit tech names again, retail earnings disappoint<blockquote>由于收益率上升再次打击科技股，零售业盈利令人失望，股市下跌</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\">2021-11-24 22:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S. stocks fell at the open on Wednesday morning as higher yields continued to put pressure on high-flying tech stocks.</p><p><blockquote>由于收益率上升继续给飞速发展的科技股带来压力，美国股市周三早盘开盘下跌。</blockquote></p><p> The Dow Jones Industrial Averaged shed 200 points, or about 0.6%. The S&amp;P 500 lose 0.6%, while the tech-heavy Nasdaq Composit slid 0.9%.</p><p><blockquote>道琼斯工业平均指数下跌200点，跌幅约0.6%。标普500下跌0.6%，以科技股为主的纳斯达克综合指数下跌0.9%。</blockquote></p><p> The three major indexes held lower even after new Labor Department data showed new&nbsp;weekly jobless claims&nbsp;fell far more than expected to their lowest level since November 1969, underscoring the current tight labor market conditions. The 10-year Treasury yield rose to near 1.7% amid these further signs of a firming economic recovery.</p><p><blockquote>尽管劳工部新数据显示每周新申请失业救济人数降幅远超预期至1969年11月以来的最低水平，突显出当前劳动力市场状况紧张，但三大指数仍走低。随着经济复苏的进一步迹象，10年期国债收益率升至近1.7%。</blockquote></p><p> Rising interest rates have coincided with a selloff in tech and growth stocks this week, with the Nasdaq dropping another 0.5% on Tuesday after Monday's more than 1% decline.</p><p><blockquote>利率上升与本周科技股和成长股的抛售同时发生，纳斯达克继周一下跌超过1%后，周二又下跌0.5%。</blockquote></p><p> \"Initially, the markets were happy with the FOMC decision [for Fed Chair Jerome Powell'srenomination] in the sense that it was sort of a continuity play to some degree. But then rates started to rise, and a lot of folks read rising rates as negative for big-cap tech,\" Stuart Kaiser, UBS head of equity derivatives research,told Yahoo Finance Live.\"So I think the tradeoff we're going to have here is that, tech has been market leadership — it's obviously a strong earnings growth and free cash flow engine for U.S. equities — but if you believe it's going to come under pressure from higher yields, then you end up with kind of a difficult Catch-22.\"</p><p><blockquote>“最初，市场对联邦公开市场委员会（美联储主席杰罗姆·鲍威尔的重新提名）的决定感到满意，因为这在某种程度上是一种连续性。但随后利率开始上升，很多人认为利率上升对大型科技股不利，”瑞银股票衍生品研究主管斯图尔特·凯泽(Stuart Kaiser)告诉雅虎财经直播。“因此，我认为我们将在这里做出的权衡是，科技股一直处于市场领先地位——它显然是美国股市的强劲盈利增长和自由现金流引擎——但如果你认为它将面临收益率上升的压力，那么你最终会面临艰难的第22条军规。”</blockquote></p><p> Investors are set to receive more economic data later Wednesday morning ahead of the Thanksgiving Day market holiday, with both the U.S. stock and bond markets set to close all day Thursday. Importantly, the Bureau of Economic Analysis will release the October personal consumption expenditures (PCE) deflator, offering an updated look at the extent of the price increases still reverberating through the U.S. economy.</p><p><blockquote>周三上午晚些时候，在感恩节市场假期之前，投资者将收到更多经济数据，美国股市和债市周四全天休市。重要的是，经济分析局将发布10月份个人消费支出（PCE）平减指数，提供仍在影响美国经济的价格上涨程度的最新情况。</blockquote></p><p> The headline PCE deflator is expected to rise by 5.1% in October over last year for its fastest annual growth rate in more than three decades. Taken in tandem with a bevy of other data pointing to persistently high inflation, investors are speculating that the Federal Reserve will step in and raise benchmark interest rates from their near-zero levels next year to try and stem rising prices.</p><p><blockquote>预计10月份总体PCE平减指数将比去年上涨5.1%，创三十多年来最快年增长率。再加上一系列其他数据表明通胀持续高企，投资者猜测美联储明年将介入并将基准利率从接近零的水平上调，以试图阻止物价上涨。</blockquote></p><p> According to other analysts, the market action this week — with a renewed rotation away from technology and growth stocks in the face of rising rates — could presage the investing environment for next year.</p><p><blockquote>其他分析师表示，本周的市场走势——面对利率上升，科技股和成长股重新转向——可能预示着明年的投资环境。</blockquote></p><p> \"[Tuesday] might be an example of what we see more of next year as the Fed moves into a mode of withdrawing liquidity from the markets and ending these pandemic-era policies, perhaps with rate hikes at the end of the year,\" Jeffrey Kleintop, Charles Schwab chief global investment strategist,told Yahoo Finance Live.\"And that means higher-valuation stocks, well, they tend to not do as well in environments of rising interest rates and tighter financial conditions.\"</p><p><blockquote>“（周二）可能是我们明年看到更多情况的一个例子，因为美联储进入从市场撤出流动性并结束这些大流行时代的政策的模式，也许会在年底加息，”嘉信理财首席全球投资策略师杰弗里·克莱因托普(Jeffrey Kleintop)告诉雅虎财经直播。“这意味着高估值股票在利率上升和金融状况收紧的环境下往往表现不佳。”</blockquote></p><p> \"So you may want to look to be in those sectors that are maybe trading closer to their average valuations, looking to leadership like financials, energy,\" he added. \"The only caveat to that is when we see these upticks in COVID cases globally, it tends to favor those lockdown defensives like technology.\"</p><p><blockquote>“因此，你可能希望关注那些交易估值可能更接近其平均估值的行业，寻找金融、能源等领先地位，”他补充道。“唯一的警告是，当我们看到全球新冠病例增加时，人们往往会青睐技术等封锁防御措施。”</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149443792","content_text":"U.S. stocks fell at the open on Wednesday morning as higher yields continued to put pressure on high-flying tech stocks.\nThe Dow Jones Industrial Averaged shed 200 points, or about 0.6%. The S&P 500 lose 0.6%, while the tech-heavy Nasdaq Composit slid 0.9%.\nThe three major indexes held lower even after new Labor Department data showed new weekly jobless claims fell far more than expected to their lowest level since November 1969, underscoring the current tight labor market conditions. The 10-year Treasury yield rose to near 1.7% amid these further signs of a firming economic recovery.\nRising interest rates have coincided with a selloff in tech and growth stocks this week, with the Nasdaq dropping another 0.5% on Tuesday after Monday's more than 1% decline.\n\"Initially, the markets were happy with the FOMC decision [for Fed Chair Jerome Powell'srenomination] in the sense that it was sort of a continuity play to some degree. But then rates started to rise, and a lot of folks read rising rates as negative for big-cap tech,\" Stuart Kaiser, UBS head of equity derivatives research,told Yahoo Finance Live.\"So I think the tradeoff we're going to have here is that, tech has been market leadership — it's obviously a strong earnings growth and free cash flow engine for U.S. equities — but if you believe it's going to come under pressure from higher yields, then you end up with kind of a difficult Catch-22.\"\nInvestors are set to receive more economic data later Wednesday morning ahead of the Thanksgiving Day market holiday, with both the U.S. stock and bond markets set to close all day Thursday. Importantly, the Bureau of Economic Analysis will release the October personal consumption expenditures (PCE) deflator, offering an updated look at the extent of the price increases still reverberating through the U.S. economy.\nThe headline PCE deflator is expected to rise by 5.1% in October over last year for its fastest annual growth rate in more than three decades. Taken in tandem with a bevy of other data pointing to persistently high inflation, investors are speculating that the Federal Reserve will step in and raise benchmark interest rates from their near-zero levels next year to try and stem rising prices.\nAccording to other analysts, the market action this week — with a renewed rotation away from technology and growth stocks in the face of rising rates — could presage the investing environment for next year.\n\"[Tuesday] might be an example of what we see more of next year as the Fed moves into a mode of withdrawing liquidity from the markets and ending these pandemic-era policies, perhaps with rate hikes at the end of the year,\" Jeffrey Kleintop, Charles Schwab chief global investment strategist,told Yahoo Finance Live.\"And that means higher-valuation stocks, well, they tend to not do as well in environments of rising interest rates and tighter financial conditions.\"\n\"So you may want to look to be in those sectors that are maybe trading closer to their average valuations, looking to leadership like financials, energy,\" he added. \"The only caveat to that is when we see these upticks in COVID cases globally, it tends to favor those lockdown defensives like technology.\"","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872627304,"gmtCreate":1637510402999,"gmtModify":1637510402999,"author":{"id":"3577318628836449","authorId":"3577318628836449","name":"Cfgramos","avatar":"https://static.tigerbbs.com/8e4f5dee285970cb0d50c61a4302a33f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577318628836449","idStr":"3577318628836449"},"themes":[],"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/872627304","repostId":"2185682327","repostType":4,"repost":{"id":"2185682327","kind":"highlight","pubTimestamp":1637463485,"share":"https://www.laohu8.com/m/news/2185682327?lang=zh_CN&edition=full","pubTime":"2021-11-21 10:58","market":"us","language":"en","title":"Netflix's monthly active users hit record high in S. Korea on 'Squid Game'<blockquote>Netflix在韩国的月活跃用户因《鱿鱼游戏》创下历史新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2185682327","media":"www.koreaherald.com","summary":"The number of Netflix's monthly active users (MAU) in South Korea hit a record high in September from a month earlier helped by the Korean-made mega hit \"Squid Game,\" a market research firm said Sunday.  The US streaming giant's monthly active users in South Korea reached 9.48 million in September, up 9.8 percent from the previous month's 8.63 million, according to Nielsen KoreanClick. September tally marked the highest since Netflix launched its streaming service in South Korea in 201","content":"<p><div> The number of Netflix's monthly active users (MAU) in South Korea hit a record high in September from a month earlier helped by the Korean-made mega hit \"Squid Game,\" a market research firm said ...</p><p><blockquote><div>一家市场研究公司表示，得益于韩国制造的热门电影《鱿鱼游戏》，网飞在韩国的月活跃用户数（MAU）在9月份创下历史新高...</div></blockquote></p><p>  <a href=\"http://www.koreaherald.com/view.php?ud=20211121000093&np=1&mp=1\">网页链接</a>  </div> </p><p><blockquote><a href=\"http://www.koreaherald.com/view.php?ud=20211121000093&amp;np=1&amp;mp=1\">网页连接</a></blockquote></p><p></p>","source":"herald_highlight","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>Netflix's monthly active users hit record high in S. Korea on 'Squid Game'<blockquote>Netflix在韩国的月活跃用户因《鱿鱼游戏》创下历史新高</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\">\nNetflix's monthly active users hit record high in S. Korea on 'Squid Game'<blockquote>Netflix在韩国的月活跃用户因《鱿鱼游戏》创下历史新高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">www.koreaherald.com</strong><span class=\"h-time small\">2021-11-21 10:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> The number of Netflix's monthly active users (MAU) in South Korea hit a record high in September from a month earlier helped by the Korean-made mega hit \"Squid Game,\" a market research firm said ...</p><p><blockquote><div>一家市场研究公司表示，得益于韩国制造的热门电影《鱿鱼游戏》，网飞在韩国的月活跃用户数（MAU）在9月份创下历史新高...</div></blockquote></p><p>  <a href=\"http://www.koreaherald.com/view.php?ud=20211121000093&np=1&mp=1\">网页链接</a>  </div> </p><p><blockquote><a href=\"http://www.koreaherald.com/view.php?ud=20211121000093&amp;np=1&amp;mp=1\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"http://www.koreaherald.com/view.php?ud=20211121000093&np=1&mp=1\">www.koreaherald.com</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":{"NFLX":"奈飞"},"source_url":"http://www.koreaherald.com/view.php?ud=20211121000093&np=1&mp=1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2185682327","content_text":"The number of Netflix's monthly active users (MAU) in South Korea hit a record high in September from a month earlier helped by the Korean-made mega hit \"Squid Game,\" a market research firm said Sunday.\nThe US streaming giant's monthly active users in South Korea reached 9.48 million in September, up 9.8 percent from the previous month's 8.63 million, according to Nielsen Korean Click. September tally marked the highest since Netflix launched its streaming service in South Korea in 2016.\n\n\n\n\n\nThe MAU appears to have reached 10 million in October if the subscriber growth continued.\nNetflix has recently raised its monthly subscription fees in South Korea, as increased data traffic over \"Squid Game\" rekindled controversies with internet service providers over network usage.\nThe price hike -- the first since 2016 -- came amid criticism Netflix has refused to pay for network usage despite increased data traffic.\nSouth Korean internet service providers have accused Netflix of free-riding on their networks despite huge traffic overload caused by the streaming service.\nDean Garfield, vice president of global public policy at Netflix, said earlier this month in Seoul he is well aware of controversies surrounding costs from increased network traffic due to a surge of viewers in South Korea.\nOn Friday, Kim Sang-hee, a vice speaker of the National Assembly, proposed a bill that would prevent Netflix and overseas content providers from getting a free ride on the South Korean networks.","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":3610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873161166,"gmtCreate":1636886672653,"gmtModify":1636886672924,"author":{"id":"3577318628836449","authorId":"3577318628836449","name":"Cfgramos","avatar":"https://static.tigerbbs.com/8e4f5dee285970cb0d50c61a4302a33f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577318628836449","idStr":"3577318628836449"},"themes":[],"htmlText":"Good to know&nbsp;","listText":"Good to know&nbsp;","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873161166","repostId":"1175907621","repostType":4,"repost":{"id":"1175907621","kind":"news","pubTimestamp":1636853227,"share":"https://www.laohu8.com/m/news/1175907621?lang=zh_CN&edition=full","pubTime":"2021-11-14 09:27","market":"us","language":"en","title":"Rivian Soars On IPO, But These 3 EV Stocks Are Better Buys Now<blockquote>Rivian IPO股价飙升，但这3只电动汽车股票现在更值得买入</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175907621","media":"Motley Fool","summary":"Rivian has a bright future as a company, but its stock is priced to perfection. Here are 3 picks that are a better value with more upside potential.","content":"<p><b>Rivian Automotive</b>(NASDAQ:RIVN)has hit the market with a bang, trading more than 30% over its IPO price and now sporting a market cap near $100 billion. This is despite only producing about 15 vehicles per week right now. The company has a bright future, but investors looking for any value in&nbsp;electric vehicle stocks&nbsp;should probably look elsewhere right now.</p><p><blockquote><b>Rivian汽车</b>（纳斯达克股票代码：RIVN）在市场上大放异彩，交易价格比IPO价格高出30%以上，目前市值接近1000亿美元。尽管目前每周仅生产约15辆汽车。该公司有着光明的未来，但寻求电动汽车股票价值的投资者现在可能应该把目光投向其他地方。</blockquote></p><p> Three of our Fool.com contributors ,Travis Hoium, Howard Smith, and Daniel Foelber think&nbsp;<b>General Motors</b>(NYSE:GM),<b>ChargePoint Holdings</b>(NYSE:CHPT), and&nbsp;<b>Lucid Group</b>(NASDAQ:LCID)&nbsp;are all better buys than Rivian today.</p><p><blockquote>我们的三位Fool.com撰稿人Travis Hoium、Howard Smith和Daniel Foelber认为<b>通用汽车</b>（纽约证券交易所代码：GM），<b>ChargePoint控股</b>（纽约证券交易所代码：CHPT），以及<b>Lucid集团</b>（纳斯达克：LCID）如今都比Rivian更划算。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38583e5ca55657c01e76a6eb4bab1782\" tg-width=\"2000\" tg-height=\"1331\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>The leader in autonomous driving</b></p><p><blockquote><b>自动驾驶的领头羊</b></blockquote></p><p> <b>Travis Hoium(General Motors):</b>As companies like Rivian get all the headlines in electric vehicles, General Motors is quietly building out the technology and manufacturing capacity totransition entirely to electric vehicles by 2035. That includes 30 EV models that will launch globally by 2025, including cars, trucks, and SUVs.</p><p><blockquote><b>特拉维斯·霍伊姆（通用汽车）：</b>随着Rivian等公司在电动汽车领域占据所有头条新闻，通用汽车正在悄悄地建设技术和制造能力，以便到2035年完全过渡到电动汽车。其中包括将于2025年在全球推出的30款电动汽车车型，包括轿车、卡车和SUV。</blockquote></p><p> But it isn't GM's EV capacity that makes it a better buy than Rivian, it's the company's majority ownership of Cruise, the autonomous ride-sharing company, that provides the most upside. GM is providing Cruise with design and manufacturing capabilities to build autonomous vehicles like the Cruise Origin (shown above), a self-driving shuttle for ride-sharing developed in a partnership between Cruise, GM, and&nbsp;<b>Honda</b>. Cruise is developing autonomous driving hardware and software that go into Origin and eventually a ride-sharing business. GM is also providing funding to build out Cruise's vehicle infrastructure, which could cost many billions of dollars, starting with a $5 billion line of credit to buy Cruise Origins.</p><p><blockquote>但并不是通用汽车的电动汽车产能使其比Rivian更值得购买，而是该公司对自动驾驶汽车共享公司Cruise的多数股权提供了最大的上涨空间。通用汽车正在为Cruise提供设计和制造能力，以制造Cruise Origin（如上图所示）等自动驾驶汽车，这是一款由Cruise、通用汽车和<b>本田</b>.Cruise正在开发自动驾驶硬件和软件，这些硬件和软件将进入Origin并最终成为拼车业务。通用汽车还提供资金来建设Cruise的车辆基础设施，这可能耗资数十亿美元，首先是购买Cruise Origins的50亿美元信贷额度。</blockquote></p><p> In time, autonomous vehicles could reduce the cost of traveling in cities and even make vehicle ownership obsolete. Cruise is leading the way into this market, and that provides tremendous upside for GM. This may be an old company in the auto industry, but it's making great strategic moves to be a leader in the future of electric and autonomous vehicles.</p><p><blockquote>随着时间的推移，自动驾驶汽车可以降低城市出行成本，甚至使汽车所有权过时。Cruise正在引领这一市场，这为通用汽车提供了巨大的上升空间。这可能是一家汽车行业的老公司，但它正在采取重大战略举措，成为未来电动和自动驾驶汽车的领导者。</blockquote></p><p> <b>Picks and shovels</b></p><p><blockquote><b>镐和铲子</b></blockquote></p><p> <b>Howard Smith(ChargePoint Holdings)</b>:Rivian's public debut&nbsp;generated a lot of excitement for good reason. The company has big backers and reportedly a backlog of orders for both fleets and consumer electric vehicles (EVs). But investors have seen plenty of examples where initial excitement causes a spike in valuation that doesn't always last.</p><p><blockquote><b>霍华德·史密斯（ChargePoint Holdings）</b>：Rivian的首次公开亮相引起了很多兴奋，这是有充分理由的。该公司拥有大量支持者，据报道，车队和消费电动汽车(EV)都积压了订单。但投资者已经看到了很多例子，最初的兴奋会导致估值飙升，但这并不总是持续下去。</blockquote></p><p> Another exciting recent event for EV investors was the passage of a federal infrastructure bill that will push $7.5 billion to help build out the charging infrastructure needed for this country to expand EV ownership. ChargePoint Holdings is the leader in that space with more than 118,000 charging ports, including more than 3,700 DC fast chargers. The vast majority of those stations are in the U.S., though the company is also growing its business in Europe where it already has 5,400 charging locations.</p><p><blockquote>对于电动汽车投资者来说，最近另一个令人兴奋的事件是联邦基础设施法案的通过，该法案将斥资75亿美元帮助建设该国扩大电动汽车保有量所需的充电基础设施。ChargePoint Holdings是该领域的领导者，拥有超过118,000个充电端口，其中包括超过3,700个直流快速充电器。这些充电站绝大多数位于美国，尽管该公司也在欧洲发展业务，在那里已经拥有5400个充电站。</blockquote></p><p> Those federal infrastructure funds will be sent to states that will issue grants to the charging network companies, which will make up the country's network. And that should be a big shot in the arm for ChargePoint as the largest operator in the country. Even prior to the realization of that catalyst, ChargePoint was growing its business beyond what it had predicted before its public debut.</p><p><blockquote>这些联邦基础设施资金将被送往各州，各州将向充电网络公司发放补助金，这些公司将组成该国的网络。对于ChargePoint作为美国最大的运营商来说，这应该是一剂强心针。甚至在这一催化剂实现之前，ChargePoint的业务增长就超出了上市前的预期。</blockquote></p><p> The company recorded $146 million in revenue&nbsp;for its full fiscal year 2021 that ended Jan. 31, 2021. In its most recently reported quarter ended July 31, 2021, it raised its revenue guidance for its current fiscal year by 15% to a range of $225 million to $235 million. At the midpoint, that would represent annual revenue growth of 57.5%, even without the added catalyst of federal funds.</p><p><blockquote>该公司截至2021年1月31日的2021财年全年收入为1.46亿美元。在截至2021年7月31日的最新报告的季度中，该公司将本财年的收入指引上调了15%，至2.25亿美元至2.35亿美元。在中点，即使没有联邦基金的额外催化剂，这也意味着年收入增长57.5%。</blockquote></p><p> ChargePoint generated its own excitement when it announced it would begin trading publicly last year. The stock is almost 50% off the peak price reached at the end of Dec. 2020 prior to the closing of its merger with the&nbsp;special purpose acquisition company (SPAC)&nbsp;that brought it public. It wouldn't be surprising to see Rivian's stock fluctuate as well. But for Rivian -- and all the other EV makers -- to be successful, there will need to be charging infrastructure in place. That makes ChargePoint a \"picks and shovels\" type of investment for the rapidly growing EV sector. That could make it a better investment today than adding to Rivian's early hype.</p><p><blockquote>当ChargePoint去年宣布将开始公开交易时，它引起了自己的兴奋。该股较2020年12月底与上市的特殊目的收购公司(SPAC)合并完成之前达到的峰值价格低了近50%。看到Rivian的股价也出现波动也就不足为奇了。但Rivian和所有其他电动汽车制造商要想取得成功，就需要建立充电基础设施。这使得ChargePoint成为快速增长的电动汽车行业的“镐和铲子”类型的投资。这可能使其成为今天比Rivian早期炒作更好的投资。</blockquote></p><p> <b>Lucid is proving it can compete against the best in the business</b></p><p><blockquote><b>Lucid正在证明它可以与业内最好的公司竞争</b></blockquote></p><p></p><p> <b>Daniel Foelber(Lucid Group):</b>Rivian's roughly $120 billion market capitalization is raising eyebrows considering the company is relatively unproven. Similarly, Lucid Motors has received its fair share of criticism for sporting a $65 billion market cap just over a month into the&nbsp;mass production of its Lucid Air Dream Edition luxury sedan.</p><p><blockquote><b>丹尼尔·福尔伯（Lucid Group）：</b>考虑到Rivian相对未经证实，该公司约1200亿美元的市值令人惊讶。同样，Lucid Motors也因其Lucid Air Dream Edition豪华轿车量产仅一个多月就拥有650亿美元的市值而受到了相当多的批评。</blockquote></p><p> Rivian and Lucid are pricey, and it's hard to say which is the better value now. Rivian has received backing from&nbsp;<b>Amazon</b>&nbsp;and&nbsp;<b>Ford</b>&nbsp;as it targets the higher-end electric lifestyle truck and electric delivery van markets. Similar to&nbsp;<b>Tesla</b>(NASDAQ:TSLA), the company is bypassing the dealership framework of traditional automakers by&nbsp;marketing directly to consumers. Rivian also plans to build its own charging network to make electricity more accessible in remote places where a core part of its outdoor-focused target demographic requires the ability to charge. By comparison,Lucid doesn't feel the need to invest in its own charging network, choosing instead to save money by partnering with the growing list of third-party charging providers.</p><p><blockquote>Rivian和Lucid价格昂贵，现在很难说哪个更有价值。Rivian得到了来自<b>亚马逊</b>和<b>福特</b>因为它的目标是高端电动生活卡车和电动送货车市场。类似于<b>特斯拉</b>（纳斯达克：TSLA），该公司正在绕过传统汽车制造商的经销商框架，直接向消费者营销。Rivian还计划建立自己的充电网络，以使偏远地区更容易获得电力，这些地区以户外为重点的目标人群的核心部分需要充电能力。相比之下，Lucid认为没有必要投资自己的充电网络，而是选择通过与越来越多的第三方充电提供商合作来节省资金。</blockquote></p><p> Rivian has already faced delivery delays due to the global chip shortage. By comparison, Lucid has quickly built a&nbsp;reputation for delivering on its promises, having hit all of its major 2021 goals on time. Lucid also has an excellent management team and plenty of cash to fund its 2022 operations.</p><p><blockquote>由于全球芯片短缺，Rivian已经面临交付延迟。相比之下，Lucid因兑现承诺而迅速建立了声誉，按时实现了2021年的所有主要目标。Lucid还拥有优秀的管理团队和充足的现金来资助其2022年的运营。</blockquote></p><p> Arguably the best reason&nbsp;why there's never been a better time to buy Lucid stock&nbsp;is that the company has achieved incredible engineering feats that&nbsp;rival Tesla-- the undisputed champ in the EV industry. Packing in more battery cells can help improve performance, but Lucid isn't doing that. Instead, it has built a&nbsp;compact battery pack&nbsp;that sports a battery efficiency of 4.5 miles per kilowatt-hour (mi/kWh) of stored energy, which is higher than the Tesla Model S, Jaguar I-Pace, Porsche Taycan, and other competitors. Lucid management believes that battery efficiency is the key differentiating factor, not just higher horsepower and range. With the Lucid Air Dream Edition and Grand Touring, it has outdone the competition in both efficiency ratings and performance -- albeit for a high price tag.</p><p><blockquote>可以说，购买Lucid股票的最佳时机是该公司取得了令人难以置信的工程壮举，可与电动汽车行业无可争议的冠军特斯拉相媲美。装入更多电池有助于提高性能，但Lucid并没有这样做。相反，它制造了一个紧凑的电池组，电池效率为每千瓦时（mi/kWh）存储能量4.5英里，高于特斯拉Model S、捷豹I-Pace、保时捷Taycan和其他竞争对手。Lucid管理层认为，电池效率是关键的差异化因素，而不仅仅是更高的马力和续航里程。凭借Lucid Air Dream Edition和Grand Touring，它在效率评级和性能方面都超越了竞争对手，尽管价格较高。</blockquote></p><p> Rivian supporters would argue that not only does Rivian have a nice head start in the lifestyle EV pickup truck market, but it's also going to be a relatively insulated market because seasoned automakers like Ford and GM are only challenging the standard pickup truck market (for now). By comparison, Lucid plans to roll out lower prices trims of its sedan that would have to compete against expensive but much more \"affordable\" luxury sedan leaders. In doing so, it plans to lower the horsepower and range of its cars, which would bridge the gap between its advantages and the competition. However, what gives Lucid the edge over Rivian is that it has proven it can go toe-to-toe with the best in the business, hit its targets, and has plans to&nbsp;grow quickly in 2022 and beyond.</p><p><blockquote>Rivian的支持者会认为，Rivian不仅在生活方式电动皮卡市场有一个良好的开端，而且它也将是一个相对孤立的市场，因为福特和通用等经验丰富的汽车制造商只是在挑战标准皮卡市场（目前）。相比之下，Lucid计划推出价格较低的轿车，以与昂贵但更“实惠”的豪华轿车领导者竞争。通过这样做，它计划降低汽车的马力和续航里程，这将缩小其优势与竞争对手之间的差距。然而，Lucid相对于Rivian的优势在于，它已经证明自己可以与业内最优秀的公司正面交锋，实现目标，并计划在2022年及以后快速增长。</blockquote></p><p> Given that the growth trajectory is mapped out, Lucid has a clear path toward even greater success. However, investors should be aware that Lucid stock is likely to remain extremely volatile as the company works toward scaling production.</p><p><blockquote>鉴于增长轨迹已经规划好，Lucid有一条通往更大成功的清晰道路。然而，投资者应该意识到，随着Lucid公司努力扩大生产规模，该公司的股票可能会保持极度波动。</blockquote></p><p> <b>EVs are here to stay</b></p><p><blockquote><b>电动汽车将继续存在</b></blockquote></p><p> What we all agree on is that electric vehicles are here to stay. They're now competitive with fossil fuel vehicles in range, costs are coming down, and the innovative companies making EVs are enabling autonomy as well. The entire EV space has huge potential; we just think GM, ChargePoint, and Lucid are better buys than Rivian at today's price.</p><p><blockquote>我们都同意电动汽车将继续存在。它们现在在续航里程上与化石燃料汽车具有竞争力，成本正在下降，制造电动汽车的创新公司也在实现自动驾驶。整个电动汽车领域潜力巨大；我们只是认为，以今天的价格，通用汽车、ChargePoint和Lucid比Rivian更值得购买。</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>Rivian Soars On IPO, But These 3 EV Stocks Are Better Buys Now<blockquote>Rivian IPO股价飙升，但这3只电动汽车股票现在更值得买入</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\">\nRivian Soars On IPO, But These 3 EV Stocks Are Better Buys Now<blockquote>Rivian IPO股价飙升，但这3只电动汽车股票现在更值得买入</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-11-14 09:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Rivian Automotive</b>(NASDAQ:RIVN)has hit the market with a bang, trading more than 30% over its IPO price and now sporting a market cap near $100 billion. This is despite only producing about 15 vehicles per week right now. The company has a bright future, but investors looking for any value in&nbsp;electric vehicle stocks&nbsp;should probably look elsewhere right now.</p><p><blockquote><b>Rivian汽车</b>（纳斯达克股票代码：RIVN）在市场上大放异彩，交易价格比IPO价格高出30%以上，目前市值接近1000亿美元。尽管目前每周仅生产约15辆汽车。该公司有着光明的未来，但寻求电动汽车股票价值的投资者现在可能应该把目光投向其他地方。</blockquote></p><p> Three of our Fool.com contributors ,Travis Hoium, Howard Smith, and Daniel Foelber think&nbsp;<b>General Motors</b>(NYSE:GM),<b>ChargePoint Holdings</b>(NYSE:CHPT), and&nbsp;<b>Lucid Group</b>(NASDAQ:LCID)&nbsp;are all better buys than Rivian today.</p><p><blockquote>我们的三位Fool.com撰稿人Travis Hoium、Howard Smith和Daniel Foelber认为<b>通用汽车</b>（纽约证券交易所代码：GM），<b>ChargePoint控股</b>（纽约证券交易所代码：CHPT），以及<b>Lucid集团</b>（纳斯达克：LCID）如今都比Rivian更划算。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38583e5ca55657c01e76a6eb4bab1782\" tg-width=\"2000\" tg-height=\"1331\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>The leader in autonomous driving</b></p><p><blockquote><b>自动驾驶的领头羊</b></blockquote></p><p> <b>Travis Hoium(General Motors):</b>As companies like Rivian get all the headlines in electric vehicles, General Motors is quietly building out the technology and manufacturing capacity totransition entirely to electric vehicles by 2035. That includes 30 EV models that will launch globally by 2025, including cars, trucks, and SUVs.</p><p><blockquote><b>特拉维斯·霍伊姆（通用汽车）：</b>随着Rivian等公司在电动汽车领域占据所有头条新闻，通用汽车正在悄悄地建设技术和制造能力，以便到2035年完全过渡到电动汽车。其中包括将于2025年在全球推出的30款电动汽车车型，包括轿车、卡车和SUV。</blockquote></p><p> But it isn't GM's EV capacity that makes it a better buy than Rivian, it's the company's majority ownership of Cruise, the autonomous ride-sharing company, that provides the most upside. GM is providing Cruise with design and manufacturing capabilities to build autonomous vehicles like the Cruise Origin (shown above), a self-driving shuttle for ride-sharing developed in a partnership between Cruise, GM, and&nbsp;<b>Honda</b>. Cruise is developing autonomous driving hardware and software that go into Origin and eventually a ride-sharing business. GM is also providing funding to build out Cruise's vehicle infrastructure, which could cost many billions of dollars, starting with a $5 billion line of credit to buy Cruise Origins.</p><p><blockquote>但并不是通用汽车的电动汽车产能使其比Rivian更值得购买，而是该公司对自动驾驶汽车共享公司Cruise的多数股权提供了最大的上涨空间。通用汽车正在为Cruise提供设计和制造能力，以制造Cruise Origin（如上图所示）等自动驾驶汽车，这是一款由Cruise、通用汽车和<b>本田</b>.Cruise正在开发自动驾驶硬件和软件，这些硬件和软件将进入Origin并最终成为拼车业务。通用汽车还提供资金来建设Cruise的车辆基础设施，这可能耗资数十亿美元，首先是购买Cruise Origins的50亿美元信贷额度。</blockquote></p><p> In time, autonomous vehicles could reduce the cost of traveling in cities and even make vehicle ownership obsolete. Cruise is leading the way into this market, and that provides tremendous upside for GM. This may be an old company in the auto industry, but it's making great strategic moves to be a leader in the future of electric and autonomous vehicles.</p><p><blockquote>随着时间的推移，自动驾驶汽车可以降低城市出行成本，甚至使汽车所有权过时。Cruise正在引领这一市场，这为通用汽车提供了巨大的上升空间。这可能是一家汽车行业的老公司，但它正在采取重大战略举措，成为未来电动和自动驾驶汽车的领导者。</blockquote></p><p> <b>Picks and shovels</b></p><p><blockquote><b>镐和铲子</b></blockquote></p><p> <b>Howard Smith(ChargePoint Holdings)</b>:Rivian's public debut&nbsp;generated a lot of excitement for good reason. The company has big backers and reportedly a backlog of orders for both fleets and consumer electric vehicles (EVs). But investors have seen plenty of examples where initial excitement causes a spike in valuation that doesn't always last.</p><p><blockquote><b>霍华德·史密斯（ChargePoint Holdings）</b>：Rivian的首次公开亮相引起了很多兴奋，这是有充分理由的。该公司拥有大量支持者，据报道，车队和消费电动汽车(EV)都积压了订单。但投资者已经看到了很多例子，最初的兴奋会导致估值飙升，但这并不总是持续下去。</blockquote></p><p> Another exciting recent event for EV investors was the passage of a federal infrastructure bill that will push $7.5 billion to help build out the charging infrastructure needed for this country to expand EV ownership. ChargePoint Holdings is the leader in that space with more than 118,000 charging ports, including more than 3,700 DC fast chargers. The vast majority of those stations are in the U.S., though the company is also growing its business in Europe where it already has 5,400 charging locations.</p><p><blockquote>对于电动汽车投资者来说，最近另一个令人兴奋的事件是联邦基础设施法案的通过，该法案将斥资75亿美元帮助建设该国扩大电动汽车保有量所需的充电基础设施。ChargePoint Holdings是该领域的领导者，拥有超过118,000个充电端口，其中包括超过3,700个直流快速充电器。这些充电站绝大多数位于美国，尽管该公司也在欧洲发展业务，在那里已经拥有5400个充电站。</blockquote></p><p> Those federal infrastructure funds will be sent to states that will issue grants to the charging network companies, which will make up the country's network. And that should be a big shot in the arm for ChargePoint as the largest operator in the country. Even prior to the realization of that catalyst, ChargePoint was growing its business beyond what it had predicted before its public debut.</p><p><blockquote>这些联邦基础设施资金将被送往各州，各州将向充电网络公司发放补助金，这些公司将组成该国的网络。对于ChargePoint作为美国最大的运营商来说，这应该是一剂强心针。甚至在这一催化剂实现之前，ChargePoint的业务增长就超出了上市前的预期。</blockquote></p><p> The company recorded $146 million in revenue&nbsp;for its full fiscal year 2021 that ended Jan. 31, 2021. In its most recently reported quarter ended July 31, 2021, it raised its revenue guidance for its current fiscal year by 15% to a range of $225 million to $235 million. At the midpoint, that would represent annual revenue growth of 57.5%, even without the added catalyst of federal funds.</p><p><blockquote>该公司截至2021年1月31日的2021财年全年收入为1.46亿美元。在截至2021年7月31日的最新报告的季度中，该公司将本财年的收入指引上调了15%，至2.25亿美元至2.35亿美元。在中点，即使没有联邦基金的额外催化剂，这也意味着年收入增长57.5%。</blockquote></p><p> ChargePoint generated its own excitement when it announced it would begin trading publicly last year. The stock is almost 50% off the peak price reached at the end of Dec. 2020 prior to the closing of its merger with the&nbsp;special purpose acquisition company (SPAC)&nbsp;that brought it public. It wouldn't be surprising to see Rivian's stock fluctuate as well. But for Rivian -- and all the other EV makers -- to be successful, there will need to be charging infrastructure in place. That makes ChargePoint a \"picks and shovels\" type of investment for the rapidly growing EV sector. That could make it a better investment today than adding to Rivian's early hype.</p><p><blockquote>当ChargePoint去年宣布将开始公开交易时，它引起了自己的兴奋。该股较2020年12月底与上市的特殊目的收购公司(SPAC)合并完成之前达到的峰值价格低了近50%。看到Rivian的股价也出现波动也就不足为奇了。但Rivian和所有其他电动汽车制造商要想取得成功，就需要建立充电基础设施。这使得ChargePoint成为快速增长的电动汽车行业的“镐和铲子”类型的投资。这可能使其成为今天比Rivian早期炒作更好的投资。</blockquote></p><p> <b>Lucid is proving it can compete against the best in the business</b></p><p><blockquote><b>Lucid正在证明它可以与业内最好的公司竞争</b></blockquote></p><p></p><p> <b>Daniel Foelber(Lucid Group):</b>Rivian's roughly $120 billion market capitalization is raising eyebrows considering the company is relatively unproven. Similarly, Lucid Motors has received its fair share of criticism for sporting a $65 billion market cap just over a month into the&nbsp;mass production of its Lucid Air Dream Edition luxury sedan.</p><p><blockquote><b>丹尼尔·福尔伯（Lucid Group）：</b>考虑到Rivian相对未经证实，该公司约1200亿美元的市值令人惊讶。同样，Lucid Motors也因其Lucid Air Dream Edition豪华轿车量产仅一个多月就拥有650亿美元的市值而受到了相当多的批评。</blockquote></p><p> Rivian and Lucid are pricey, and it's hard to say which is the better value now. Rivian has received backing from&nbsp;<b>Amazon</b>&nbsp;and&nbsp;<b>Ford</b>&nbsp;as it targets the higher-end electric lifestyle truck and electric delivery van markets. Similar to&nbsp;<b>Tesla</b>(NASDAQ:TSLA), the company is bypassing the dealership framework of traditional automakers by&nbsp;marketing directly to consumers. Rivian also plans to build its own charging network to make electricity more accessible in remote places where a core part of its outdoor-focused target demographic requires the ability to charge. By comparison,Lucid doesn't feel the need to invest in its own charging network, choosing instead to save money by partnering with the growing list of third-party charging providers.</p><p><blockquote>Rivian和Lucid价格昂贵，现在很难说哪个更有价值。Rivian得到了来自<b>亚马逊</b>和<b>福特</b>因为它的目标是高端电动生活卡车和电动送货车市场。类似于<b>特斯拉</b>（纳斯达克：TSLA），该公司正在绕过传统汽车制造商的经销商框架，直接向消费者营销。Rivian还计划建立自己的充电网络，以使偏远地区更容易获得电力，这些地区以户外为重点的目标人群的核心部分需要充电能力。相比之下，Lucid认为没有必要投资自己的充电网络，而是选择通过与越来越多的第三方充电提供商合作来节省资金。</blockquote></p><p> Rivian has already faced delivery delays due to the global chip shortage. By comparison, Lucid has quickly built a&nbsp;reputation for delivering on its promises, having hit all of its major 2021 goals on time. Lucid also has an excellent management team and plenty of cash to fund its 2022 operations.</p><p><blockquote>由于全球芯片短缺，Rivian已经面临交付延迟。相比之下，Lucid因兑现承诺而迅速建立了声誉，按时实现了2021年的所有主要目标。Lucid还拥有优秀的管理团队和充足的现金来资助其2022年的运营。</blockquote></p><p> Arguably the best reason&nbsp;why there's never been a better time to buy Lucid stock&nbsp;is that the company has achieved incredible engineering feats that&nbsp;rival Tesla-- the undisputed champ in the EV industry. Packing in more battery cells can help improve performance, but Lucid isn't doing that. Instead, it has built a&nbsp;compact battery pack&nbsp;that sports a battery efficiency of 4.5 miles per kilowatt-hour (mi/kWh) of stored energy, which is higher than the Tesla Model S, Jaguar I-Pace, Porsche Taycan, and other competitors. Lucid management believes that battery efficiency is the key differentiating factor, not just higher horsepower and range. With the Lucid Air Dream Edition and Grand Touring, it has outdone the competition in both efficiency ratings and performance -- albeit for a high price tag.</p><p><blockquote>可以说，购买Lucid股票的最佳时机是该公司取得了令人难以置信的工程壮举，可与电动汽车行业无可争议的冠军特斯拉相媲美。装入更多电池有助于提高性能，但Lucid并没有这样做。相反，它制造了一个紧凑的电池组，电池效率为每千瓦时（mi/kWh）存储能量4.5英里，高于特斯拉Model S、捷豹I-Pace、保时捷Taycan和其他竞争对手。Lucid管理层认为，电池效率是关键的差异化因素，而不仅仅是更高的马力和续航里程。凭借Lucid Air Dream Edition和Grand Touring，它在效率评级和性能方面都超越了竞争对手，尽管价格较高。</blockquote></p><p> Rivian supporters would argue that not only does Rivian have a nice head start in the lifestyle EV pickup truck market, but it's also going to be a relatively insulated market because seasoned automakers like Ford and GM are only challenging the standard pickup truck market (for now). By comparison, Lucid plans to roll out lower prices trims of its sedan that would have to compete against expensive but much more \"affordable\" luxury sedan leaders. In doing so, it plans to lower the horsepower and range of its cars, which would bridge the gap between its advantages and the competition. However, what gives Lucid the edge over Rivian is that it has proven it can go toe-to-toe with the best in the business, hit its targets, and has plans to&nbsp;grow quickly in 2022 and beyond.</p><p><blockquote>Rivian的支持者会认为，Rivian不仅在生活方式电动皮卡市场有一个良好的开端，而且它也将是一个相对孤立的市场，因为福特和通用等经验丰富的汽车制造商只是在挑战标准皮卡市场（目前）。相比之下，Lucid计划推出价格较低的轿车，以与昂贵但更“实惠”的豪华轿车领导者竞争。通过这样做，它计划降低汽车的马力和续航里程，这将缩小其优势与竞争对手之间的差距。然而，Lucid相对于Rivian的优势在于，它已经证明自己可以与业内最优秀的公司正面交锋，实现目标，并计划在2022年及以后快速增长。</blockquote></p><p> Given that the growth trajectory is mapped out, Lucid has a clear path toward even greater success. However, investors should be aware that Lucid stock is likely to remain extremely volatile as the company works toward scaling production.</p><p><blockquote>鉴于增长轨迹已经规划好，Lucid有一条通往更大成功的清晰道路。然而，投资者应该意识到，随着Lucid公司努力扩大生产规模，该公司的股票可能会保持极度波动。</blockquote></p><p> <b>EVs are here to stay</b></p><p><blockquote><b>电动汽车将继续存在</b></blockquote></p><p> What we all agree on is that electric vehicles are here to stay. They're now competitive with fossil fuel vehicles in range, costs are coming down, and the innovative companies making EVs are enabling autonomy as well. The entire EV space has huge potential; we just think GM, ChargePoint, and Lucid are better buys than Rivian at today's price.</p><p><blockquote>我们都同意电动汽车将继续存在。它们现在在续航里程上与化石燃料汽车具有竞争力，成本正在下降，制造电动汽车的创新公司也在实现自动驾驶。整个电动汽车领域潜力巨大；我们只是认为，以今天的价格，通用汽车、ChargePoint和Lucid比Rivian更值得购买。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/11/13/rivian-soars-on-ipo-but-these-3-stocks/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GM":"通用汽车","LCID":"Lucid Group Inc","CHPT":"ChargePoint Holdings Inc."},"source_url":"https://www.fool.com/investing/2021/11/13/rivian-soars-on-ipo-but-these-3-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175907621","content_text":"Rivian Automotive(NASDAQ:RIVN)has hit the market with a bang, trading more than 30% over its IPO price and now sporting a market cap near $100 billion. This is despite only producing about 15 vehicles per week right now. The company has a bright future, but investors looking for any value in electric vehicle stocks should probably look elsewhere right now.\nThree of our Fool.com contributors ,Travis Hoium, Howard Smith, and Daniel Foelber think General Motors(NYSE:GM),ChargePoint Holdings(NYSE:CHPT), and Lucid Group(NASDAQ:LCID) are all better buys than Rivian today.\nIMAGE SOURCE: GETTY IMAGES.\nThe leader in autonomous driving\nTravis Hoium(General Motors):As companies like Rivian get all the headlines in electric vehicles, General Motors is quietly building out the technology and manufacturing capacity totransition entirely to electric vehicles by 2035. That includes 30 EV models that will launch globally by 2025, including cars, trucks, and SUVs.\nBut it isn't GM's EV capacity that makes it a better buy than Rivian, it's the company's majority ownership of Cruise, the autonomous ride-sharing company, that provides the most upside. GM is providing Cruise with design and manufacturing capabilities to build autonomous vehicles like the Cruise Origin (shown above), a self-driving shuttle for ride-sharing developed in a partnership between Cruise, GM, and Honda. Cruise is developing autonomous driving hardware and software that go into Origin and eventually a ride-sharing business. GM is also providing funding to build out Cruise's vehicle infrastructure, which could cost many billions of dollars, starting with a $5 billion line of credit to buy Cruise Origins.\nIn time, autonomous vehicles could reduce the cost of traveling in cities and even make vehicle ownership obsolete. Cruise is leading the way into this market, and that provides tremendous upside for GM. This may be an old company in the auto industry, but it's making great strategic moves to be a leader in the future of electric and autonomous vehicles.\nPicks and shovels\nHoward Smith(ChargePoint Holdings):Rivian's public debut generated a lot of excitement for good reason. The company has big backers and reportedly a backlog of orders for both fleets and consumer electric vehicles (EVs). But investors have seen plenty of examples where initial excitement causes a spike in valuation that doesn't always last.\nAnother exciting recent event for EV investors was the passage of a federal infrastructure bill that will push $7.5 billion to help build out the charging infrastructure needed for this country to expand EV ownership. ChargePoint Holdings is the leader in that space with more than 118,000 charging ports, including more than 3,700 DC fast chargers. The vast majority of those stations are in the U.S., though the company is also growing its business in Europe where it already has 5,400 charging locations.\nThose federal infrastructure funds will be sent to states that will issue grants to the charging network companies, which will make up the country's network. And that should be a big shot in the arm for ChargePoint as the largest operator in the country. Even prior to the realization of that catalyst, ChargePoint was growing its business beyond what it had predicted before its public debut.\nThe company recorded $146 million in revenue for its full fiscal year 2021 that ended Jan. 31, 2021. In its most recently reported quarter ended July 31, 2021, it raised its revenue guidance for its current fiscal year by 15% to a range of $225 million to $235 million. At the midpoint, that would represent annual revenue growth of 57.5%, even without the added catalyst of federal funds.\nChargePoint generated its own excitement when it announced it would begin trading publicly last year. The stock is almost 50% off the peak price reached at the end of Dec. 2020 prior to the closing of its merger with the special purpose acquisition company (SPAC) that brought it public. It wouldn't be surprising to see Rivian's stock fluctuate as well. But for Rivian -- and all the other EV makers -- to be successful, there will need to be charging infrastructure in place. That makes ChargePoint a \"picks and shovels\" type of investment for the rapidly growing EV sector. That could make it a better investment today than adding to Rivian's early hype.\nLucid is proving it can compete against the best in the business\nDaniel Foelber(Lucid Group):Rivian's roughly $120 billion market capitalization is raising eyebrows considering the company is relatively unproven. Similarly, Lucid Motors has received its fair share of criticism for sporting a $65 billion market cap just over a month into the mass production of its Lucid Air Dream Edition luxury sedan.\nRivian and Lucid are pricey, and it's hard to say which is the better value now. Rivian has received backing from Amazon and Ford as it targets the higher-end electric lifestyle truck and electric delivery van markets. Similar to Tesla(NASDAQ:TSLA), the company is bypassing the dealership framework of traditional automakers by marketing directly to consumers. Rivian also plans to build its own charging network to make electricity more accessible in remote places where a core part of its outdoor-focused target demographic requires the ability to charge. By comparison,Lucid doesn't feel the need to invest in its own charging network, choosing instead to save money by partnering with the growing list of third-party charging providers.\nRivian has already faced delivery delays due to the global chip shortage. By comparison, Lucid has quickly built a reputation for delivering on its promises, having hit all of its major 2021 goals on time. Lucid also has an excellent management team and plenty of cash to fund its 2022 operations.\nArguably the best reason why there's never been a better time to buy Lucid stock is that the company has achieved incredible engineering feats that rival Tesla-- the undisputed champ in the EV industry. Packing in more battery cells can help improve performance, but Lucid isn't doing that. Instead, it has built a compact battery pack that sports a battery efficiency of 4.5 miles per kilowatt-hour (mi/kWh) of stored energy, which is higher than the Tesla Model S, Jaguar I-Pace, Porsche Taycan, and other competitors. Lucid management believes that battery efficiency is the key differentiating factor, not just higher horsepower and range. With the Lucid Air Dream Edition and Grand Touring, it has outdone the competition in both efficiency ratings and performance -- albeit for a high price tag.\nRivian supporters would argue that not only does Rivian have a nice head start in the lifestyle EV pickup truck market, but it's also going to be a relatively insulated market because seasoned automakers like Ford and GM are only challenging the standard pickup truck market (for now). By comparison, Lucid plans to roll out lower prices trims of its sedan that would have to compete against expensive but much more \"affordable\" luxury sedan leaders. In doing so, it plans to lower the horsepower and range of its cars, which would bridge the gap between its advantages and the competition. However, what gives Lucid the edge over Rivian is that it has proven it can go toe-to-toe with the best in the business, hit its targets, and has plans to grow quickly in 2022 and beyond.\nGiven that the growth trajectory is mapped out, Lucid has a clear path toward even greater success. However, investors should be aware that Lucid stock is likely to remain extremely volatile as the company works toward scaling production.\nEVs are here to stay\nWhat we all agree on is that electric vehicles are here to stay. They're now competitive with fossil fuel vehicles in range, costs are coming down, and the innovative companies making EVs are enabling autonomy as well. The entire EV space has huge potential; we just think GM, ChargePoint, and Lucid are better buys than Rivian at today's price.","news_type":1,"symbols_score_info":{"GM":0.9,"LCID":0.9,"CHPT":0.9}},"isVote":1,"tweetType":1,"viewCount":3187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848531590,"gmtCreate":1636010595236,"gmtModify":1636010595846,"author":{"id":"3577318628836449","authorId":"3577318628836449","name":"Cfgramos","avatar":"https://static.tigerbbs.com/8e4f5dee285970cb0d50c61a4302a33f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577318628836449","idStr":"3577318628836449"},"themes":[],"htmlText":"Still waiting for Diablo IV…","listText":"Still waiting for Diablo IV…","text":"Still waiting for Diablo IV…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/848531590","repostId":"1176588625","repostType":4,"repost":{"id":"1176588625","kind":"news","pubTimestamp":1636010158,"share":"https://www.laohu8.com/m/news/1176588625?lang=zh_CN&edition=full","pubTime":"2021-11-04 15:15","market":"us","language":"en","title":"Activision Blizzard Stock Had Its Worst Day Since 2008. Game Delays Caught Wall Street Off Guard.<blockquote>动视暴雪股价经历了自2008年以来最糟糕的一天。游戏延迟让华尔街措手不及。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1176588625","media":"Barrons","summary":"Activision Blizzard stock had its worst day since November 2008 on Wednesday as Wall Street tempered","content":"<p>Activision Blizzard&nbsp;stock had its worst day since November 2008 on Wednesday as Wall Street tempered expectations for the coming quarters. Delays for games <i>Overwatch 2</i> and <i>Diablo IV</i> caught Wall Street off guard.</p><p><blockquote>由于华尔街降低了对未来几个季度的预期，动视暴雪股价周三创下2008年11月以来最糟糕的一天。游戏延迟<i>守望先锋2</i>和<i>暗黑破坏神4</i>让华尔街措手不及。</blockquote></p><p> The company (ticker: ATVI) joined a swath of videogame firms that have pushed back the release of key titles amid the pandemic. Activision Blizzard said it’s not planning for material contributions from <i>Diablo IV</i> and <i>Overwatch 2</i> in 2022.</p><p><blockquote>该公司（股票代码：ATVI）加入了一系列视频游戏公司的行列，在疫情期间推迟了关键游戏的发布。动视暴雪表示，不打算从<i>暗黑破坏神4</i>和<i>守望先锋2</i>2022年。</blockquote></p><p> Shares of the videogame firm fell about 14%, to $66.75, on Wednesday, the stock’s worst single-day percentage drop since it fell 15.6% on Nov. 14, 2008, according to Dow Jones Market Data. The&nbsp;S&amp;P 500&nbsp;rose 0.6%, and the&nbsp;Nasdaq&nbsp;rose 1% on Wednesday.</p><p><blockquote>根据道琼斯市场数据，这家视频游戏公司的股价周三下跌约14%，至66.75美元，这是该股自2008年11月14日下跌15.6%以来最大单日百分比跌幅。标普500指数周三上涨0.6%，纳斯达克上涨1%。</blockquote></p><p> Baird analyst Colin Sebastian titled his Wednesday note “Q3 Recap: Should Have Known Better.”</p><p><blockquote>贝尔德分析师科林·塞巴斯蒂安(Colin Sebastian)将他周三的报告标题为“第三季度回顾：应该更清楚”。</blockquote></p><p> “While shares will trade lower embedding the push-out of revenues and earnings, compounding already frayed management credibility, we’d remind investors that it’s not unusual for Blizzard to delay new releases, and that other competing console/PC titles were pushed out at least a year, reflecting work-from-home issues,” Sebastian wrote.</p><p><blockquote>塞巴斯蒂安写道：“虽然由于收入和盈利的推动，股价将走低，加剧了本已受损的管理层信誉，但我们提醒投资者，暴雪推迟新版本的发布并不罕见，其他竞争对手的游戏机/PC游戏也被推出至少一年，反映了在家工作的问题。”</blockquote></p><p> For Activision Blizzard, Sebastian notes that the company is also experiencing internal disruptions following months of headlines and complaints from employees about the firm’s workplace culture.</p><p><blockquote>对于动视暴雪，塞巴斯蒂安指出，在几个月的头条新闻和员工对公司工作场所文化的抱怨之后，该公司也正在经历内部混乱。</blockquote></p><p> Executives said during the company’s earnings call that Jen Oneal, who became Blizzard’s co-leader in August along with Mike Ybarra, plans to depart at the end of the year. The company cited leadership changes when discussing the delays.</p><p><blockquote>高管们在公司财报看涨期权上表示，8月份与Mike Ybarra一起成为暴雪联席领导者的Jen Oneal计划在今年年底离职。该公司在讨论延误时提到了领导层的变动。</blockquote></p><p> Activision Blizzard is responding to employee concerns that were brought to investors’ attention when the California Department of Fair Employment and Housing filed&nbsp;a civil lawsuit in July. The agency alleged that the company “fostered a pervasive ‘frat boy’ workplace culture.” The firm also disclosed that the Securities and Exchange Commission was looking into disclosures related to workplace issues.</p><p><blockquote>动视暴雪正在回应员工的担忧，这些担忧在加州公平就业和住房部7月份提起民事诉讼时引起了投资者的注意。该机构声称，该公司“培养了一种普遍的‘兄弟会男孩’工作场所文化”。该公司还透露，美国证券交易委员会正在调查与工作场所问题相关的披露。</blockquote></p><p> Following an employee walkout, CEO Bobby Kotick recently said he’d cut his salary to the minimum allowed under California law. He also pledged that the company would take actions like investing $250 million toward opportunities for people from under-represented groups and increasing the percentage of women and non-binary people in its workforce by 50% within the next five years.</p><p><blockquote>员工罢工后，首席执行官鲍比·科蒂克最近表示，他已将工资削减至加州法律允许的最低水平。他还承诺，公司将采取行动，例如投资2.5亿美元为代表性不足的群体提供机会，并在未来五年内将女性和非二元性别人群在员工队伍中的比例提高50%。</blockquote></p><p> “Activision Blizzard is currently under investigation regarding accusations of workplace harassment,” Sebastian wrote, when discussing environmental, social, and governance considerations for the stock. “Clearly this will cast a shadow on the company’s social and governance efforts at least for the nearterm.”</p><p><blockquote>塞巴斯蒂安在讨论该股的环境、社会和治理考虑因素时写道：“动视暴雪目前正在接受有关工作场所骚扰指控的调查。”“显然，至少在短期内，这将给公司的社会和治理工作蒙上阴影。”</blockquote></p><p> MKM Partners analyst Eric Handler cut his rating to Neutral from Buy and his price target to $75 from $108 in a note on Wednesday. He pointed to the delays, ongoing personnel turnover, and his belief that not all the bad news is out of the way.</p><p><blockquote>MKM Partners分析师Eric Handler在周三的一份报告中将其评级从买入下调至中性，目标价从108美元下调至75美元。他指出了延误、持续的人员流动，以及他认为并非所有坏消息都已消除。</blockquote></p><p> “With increased uncertainty towards the every-other-year release of a [World of Warcraft] Modern expansion pack and for the various mobile titles currently in development, the 2022 projected growth curve has substantially flattened from our prior view,” Handler wrote.</p><p><blockquote>汉德勒写道：“随着[魔兽世界]现代资料片每隔一年发布一次以及目前正在开发的各种移动游戏的不确定性增加，2022年的预计增长曲线与我们之前的观点相比已基本持平。”</blockquote></p><p> Wedbush analyst Michael Pachter, who cut his price target to $98 from $125 but maintained an Outperform rating, noted that he suspected <i>Overwatch 2</i> could slip into 2023 when the game’s previous director Jeff Kaplan left the company in April.</p><p><blockquote>Wedbush分析师Michael Pachter将目标价从125美元下调至98美元，但维持跑赢大盘评级，他指出，他怀疑<i>守望先锋2</i>当游戏前任总监杰夫·卡普兰(Jeff Kaplan)于4月份离开公司时，情况可能会滑入2023年。</blockquote></p><p> The analyst added that for the sequel, players will compete on teams of five, rather than the six in the current <i>Overwatch</i> game—a change that necessitated an overhaul of how the game is played. Still, comments from developers about the game’s progress as recently as two months ago seemingly signaled to Pachter that the game was on track for a 2022 release.</p><p><blockquote>这位分析师补充说，在续集中，玩家将以五人一组的形式竞争，而不是目前的六人一组<i>守望</i>游戏——一个需要彻底改变游戏玩法的变化。尽管如此，就在两个月前，开发者对游戏进展的评论似乎向帕切特发出了信号，即游戏有望在2022年发布。</blockquote></p><p> “We think that Activision’s multi -channel distribution strategy for its games (premium, mobile, free-to-play and ongoing in-game monetization for premium) will ultimately pay large dividends, but the stock price suggests that investors have tired of waiting,” Pachter wrote.</p><p><blockquote>“我们认为动视暴雪对其游戏的多渠道发行策略（高级版、移动版、免费版和持续的高级版游戏内货币化）最终将带来巨额红利，但股价表明投资者已经厌倦了等待，”帕切特写道。</blockquote></p><p> Oppenheimer analyst Martin Yang cut his target to $85 from $100, noting that game delays are among the least challenging issues the company will face in the next year. He points to a leadership vacuum and concerns about talent retention.</p><p><blockquote>Oppenheimer分析师Martin Yang将目标从100美元下调至85美元，并指出游戏延迟是该公司明年面临的最不具挑战性的问题之一。他指出了领导真空和对人才保留的担忧。</blockquote></p><p> “We believe Blizzard faces the long-term challenges of repairing its brand and attracting new talent, at a time when demand for talent is greater than ever, and funding/infrastructure supporting experienced developers/artists to start their own studios is abundant,” Yang wrote.</p><p><blockquote>“我们认为暴雪面临着修复品牌和吸引新人才的长期挑战，而此时对人才的需求比以往任何时候都大，支持有经验的开发者/艺术家创办自己的工作室的资金/基础设施也很充足，”杨写道。</blockquote></p><p> In the meantime, Yang says investors still have a company with a strong balance sheet and cash flows, and the durable strength of its <i>Call of Duty</i> franchise and its King mobile games segment.</p><p><blockquote>与此同时，杨表示，投资者仍然拥有一家资产负债表和现金流强劲的公司，以及其持久的实力<i>职务看涨期权</i>特许经营及其王者手机游戏细分市场。</blockquote></p><p></p><p> “While Blizzard has major challenges ahead, it is not a lost cause,” Yang wrote.</p><p><blockquote>“虽然暴雪面临重大挑战，但这并不是一个失败的事业，”杨写道。</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>Activision Blizzard Stock Had Its Worst Day Since 2008. Game Delays Caught Wall Street Off Guard.<blockquote>动视暴雪股价经历了自2008年以来最糟糕的一天。游戏延迟让华尔街措手不及。</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\">\nActivision Blizzard Stock Had Its Worst Day Since 2008. Game Delays Caught Wall Street Off Guard.<blockquote>动视暴雪股价经历了自2008年以来最糟糕的一天。游戏延迟让华尔街措手不及。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-04 15:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Activision Blizzard&nbsp;stock had its worst day since November 2008 on Wednesday as Wall Street tempered expectations for the coming quarters. Delays for games <i>Overwatch 2</i> and <i>Diablo IV</i> caught Wall Street off guard.</p><p><blockquote>由于华尔街降低了对未来几个季度的预期，动视暴雪股价周三创下2008年11月以来最糟糕的一天。游戏延迟<i>守望先锋2</i>和<i>暗黑破坏神4</i>让华尔街措手不及。</blockquote></p><p> The company (ticker: ATVI) joined a swath of videogame firms that have pushed back the release of key titles amid the pandemic. Activision Blizzard said it’s not planning for material contributions from <i>Diablo IV</i> and <i>Overwatch 2</i> in 2022.</p><p><blockquote>该公司（股票代码：ATVI）加入了一系列视频游戏公司的行列，在疫情期间推迟了关键游戏的发布。动视暴雪表示，不打算从<i>暗黑破坏神4</i>和<i>守望先锋2</i>2022年。</blockquote></p><p> Shares of the videogame firm fell about 14%, to $66.75, on Wednesday, the stock’s worst single-day percentage drop since it fell 15.6% on Nov. 14, 2008, according to Dow Jones Market Data. The&nbsp;S&amp;P 500&nbsp;rose 0.6%, and the&nbsp;Nasdaq&nbsp;rose 1% on Wednesday.</p><p><blockquote>根据道琼斯市场数据，这家视频游戏公司的股价周三下跌约14%，至66.75美元，这是该股自2008年11月14日下跌15.6%以来最大单日百分比跌幅。标普500指数周三上涨0.6%，纳斯达克上涨1%。</blockquote></p><p> Baird analyst Colin Sebastian titled his Wednesday note “Q3 Recap: Should Have Known Better.”</p><p><blockquote>贝尔德分析师科林·塞巴斯蒂安(Colin Sebastian)将他周三的报告标题为“第三季度回顾：应该更清楚”。</blockquote></p><p> “While shares will trade lower embedding the push-out of revenues and earnings, compounding already frayed management credibility, we’d remind investors that it’s not unusual for Blizzard to delay new releases, and that other competing console/PC titles were pushed out at least a year, reflecting work-from-home issues,” Sebastian wrote.</p><p><blockquote>塞巴斯蒂安写道：“虽然由于收入和盈利的推动，股价将走低，加剧了本已受损的管理层信誉，但我们提醒投资者，暴雪推迟新版本的发布并不罕见，其他竞争对手的游戏机/PC游戏也被推出至少一年，反映了在家工作的问题。”</blockquote></p><p> For Activision Blizzard, Sebastian notes that the company is also experiencing internal disruptions following months of headlines and complaints from employees about the firm’s workplace culture.</p><p><blockquote>对于动视暴雪，塞巴斯蒂安指出，在几个月的头条新闻和员工对公司工作场所文化的抱怨之后，该公司也正在经历内部混乱。</blockquote></p><p> Executives said during the company’s earnings call that Jen Oneal, who became Blizzard’s co-leader in August along with Mike Ybarra, plans to depart at the end of the year. The company cited leadership changes when discussing the delays.</p><p><blockquote>高管们在公司财报看涨期权上表示，8月份与Mike Ybarra一起成为暴雪联席领导者的Jen Oneal计划在今年年底离职。该公司在讨论延误时提到了领导层的变动。</blockquote></p><p> Activision Blizzard is responding to employee concerns that were brought to investors’ attention when the California Department of Fair Employment and Housing filed&nbsp;a civil lawsuit in July. The agency alleged that the company “fostered a pervasive ‘frat boy’ workplace culture.” The firm also disclosed that the Securities and Exchange Commission was looking into disclosures related to workplace issues.</p><p><blockquote>动视暴雪正在回应员工的担忧，这些担忧在加州公平就业和住房部7月份提起民事诉讼时引起了投资者的注意。该机构声称，该公司“培养了一种普遍的‘兄弟会男孩’工作场所文化”。该公司还透露，美国证券交易委员会正在调查与工作场所问题相关的披露。</blockquote></p><p> Following an employee walkout, CEO Bobby Kotick recently said he’d cut his salary to the minimum allowed under California law. He also pledged that the company would take actions like investing $250 million toward opportunities for people from under-represented groups and increasing the percentage of women and non-binary people in its workforce by 50% within the next five years.</p><p><blockquote>员工罢工后，首席执行官鲍比·科蒂克最近表示，他已将工资削减至加州法律允许的最低水平。他还承诺，公司将采取行动，例如投资2.5亿美元为代表性不足的群体提供机会，并在未来五年内将女性和非二元性别人群在员工队伍中的比例提高50%。</blockquote></p><p> “Activision Blizzard is currently under investigation regarding accusations of workplace harassment,” Sebastian wrote, when discussing environmental, social, and governance considerations for the stock. “Clearly this will cast a shadow on the company’s social and governance efforts at least for the nearterm.”</p><p><blockquote>塞巴斯蒂安在讨论该股的环境、社会和治理考虑因素时写道：“动视暴雪目前正在接受有关工作场所骚扰指控的调查。”“显然，至少在短期内，这将给公司的社会和治理工作蒙上阴影。”</blockquote></p><p> MKM Partners analyst Eric Handler cut his rating to Neutral from Buy and his price target to $75 from $108 in a note on Wednesday. He pointed to the delays, ongoing personnel turnover, and his belief that not all the bad news is out of the way.</p><p><blockquote>MKM Partners分析师Eric Handler在周三的一份报告中将其评级从买入下调至中性，目标价从108美元下调至75美元。他指出了延误、持续的人员流动，以及他认为并非所有坏消息都已消除。</blockquote></p><p> “With increased uncertainty towards the every-other-year release of a [World of Warcraft] Modern expansion pack and for the various mobile titles currently in development, the 2022 projected growth curve has substantially flattened from our prior view,” Handler wrote.</p><p><blockquote>汉德勒写道：“随着[魔兽世界]现代资料片每隔一年发布一次以及目前正在开发的各种移动游戏的不确定性增加，2022年的预计增长曲线与我们之前的观点相比已基本持平。”</blockquote></p><p> Wedbush analyst Michael Pachter, who cut his price target to $98 from $125 but maintained an Outperform rating, noted that he suspected <i>Overwatch 2</i> could slip into 2023 when the game’s previous director Jeff Kaplan left the company in April.</p><p><blockquote>Wedbush分析师Michael Pachter将目标价从125美元下调至98美元，但维持跑赢大盘评级，他指出，他怀疑<i>守望先锋2</i>当游戏前任总监杰夫·卡普兰(Jeff Kaplan)于4月份离开公司时，情况可能会滑入2023年。</blockquote></p><p> The analyst added that for the sequel, players will compete on teams of five, rather than the six in the current <i>Overwatch</i> game—a change that necessitated an overhaul of how the game is played. Still, comments from developers about the game’s progress as recently as two months ago seemingly signaled to Pachter that the game was on track for a 2022 release.</p><p><blockquote>这位分析师补充说，在续集中，玩家将以五人一组的形式竞争，而不是目前的六人一组<i>守望</i>游戏——一个需要彻底改变游戏玩法的变化。尽管如此，就在两个月前，开发者对游戏进展的评论似乎向帕切特发出了信号，即游戏有望在2022年发布。</blockquote></p><p> “We think that Activision’s multi -channel distribution strategy for its games (premium, mobile, free-to-play and ongoing in-game monetization for premium) will ultimately pay large dividends, but the stock price suggests that investors have tired of waiting,” Pachter wrote.</p><p><blockquote>“我们认为动视暴雪对其游戏的多渠道发行策略（高级版、移动版、免费版和持续的高级版游戏内货币化）最终将带来巨额红利，但股价表明投资者已经厌倦了等待，”帕切特写道。</blockquote></p><p> Oppenheimer analyst Martin Yang cut his target to $85 from $100, noting that game delays are among the least challenging issues the company will face in the next year. He points to a leadership vacuum and concerns about talent retention.</p><p><blockquote>Oppenheimer分析师Martin Yang将目标从100美元下调至85美元，并指出游戏延迟是该公司明年面临的最不具挑战性的问题之一。他指出了领导真空和对人才保留的担忧。</blockquote></p><p> “We believe Blizzard faces the long-term challenges of repairing its brand and attracting new talent, at a time when demand for talent is greater than ever, and funding/infrastructure supporting experienced developers/artists to start their own studios is abundant,” Yang wrote.</p><p><blockquote>“我们认为暴雪面临着修复品牌和吸引新人才的长期挑战，而此时对人才的需求比以往任何时候都大，支持有经验的开发者/艺术家创办自己的工作室的资金/基础设施也很充足，”杨写道。</blockquote></p><p> In the meantime, Yang says investors still have a company with a strong balance sheet and cash flows, and the durable strength of its <i>Call of Duty</i> franchise and its King mobile games segment.</p><p><blockquote>与此同时，杨表示，投资者仍然拥有一家资产负债表和现金流强劲的公司，以及其持久的实力<i>职务看涨期权</i>特许经营及其王者手机游戏细分市场。</blockquote></p><p></p><p> “While Blizzard has major challenges ahead, it is not a lost cause,” Yang wrote.</p><p><blockquote>“虽然暴雪面临重大挑战，但这并不是一个失败的事业，”杨写道。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/activision-blizzard-stock-worst-day-game-delays-51635971518?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":{"ATVI":"动视暴雪"},"source_url":"https://www.barrons.com/articles/activision-blizzard-stock-worst-day-game-delays-51635971518?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176588625","content_text":"Activision Blizzard stock had its worst day since November 2008 on Wednesday as Wall Street tempered expectations for the coming quarters. Delays for games Overwatch 2 and Diablo IV caught Wall Street off guard.\nThe company (ticker: ATVI) joined a swath of videogame firms that have pushed back the release of key titles amid the pandemic. Activision Blizzard said it’s not planning for material contributions from Diablo IV and Overwatch 2 in 2022.\nShares of the videogame firm fell about 14%, to $66.75, on Wednesday, the stock’s worst single-day percentage drop since it fell 15.6% on Nov. 14, 2008, according to Dow Jones Market Data. The S&P 500 rose 0.6%, and the Nasdaq rose 1% on Wednesday.\nBaird analyst Colin Sebastian titled his Wednesday note “Q3 Recap: Should Have Known Better.”\n“While shares will trade lower embedding the push-out of revenues and earnings, compounding already frayed management credibility, we’d remind investors that it’s not unusual for Blizzard to delay new releases, and that other competing console/PC titles were pushed out at least a year, reflecting work-from-home issues,” Sebastian wrote.\nFor Activision Blizzard, Sebastian notes that the company is also experiencing internal disruptions following months of headlines and complaints from employees about the firm’s workplace culture.\nExecutives said during the company’s earnings call that Jen Oneal, who became Blizzard’s co-leader in August along with Mike Ybarra, plans to depart at the end of the year. The company cited leadership changes when discussing the delays.\nActivision Blizzard is responding to employee concerns that were brought to investors’ attention when the California Department of Fair Employment and Housing filed a civil lawsuit in July. The agency alleged that the company “fostered a pervasive ‘frat boy’ workplace culture.” The firm also disclosed that the Securities and Exchange Commission was looking into disclosures related to workplace issues.\nFollowing an employee walkout, CEO Bobby Kotick recently said he’d cut his salary to the minimum allowed under California law. He also pledged that the company would take actions like investing $250 million toward opportunities for people from under-represented groups and increasing the percentage of women and non-binary people in its workforce by 50% within the next five years.\n“Activision Blizzard is currently under investigation regarding accusations of workplace harassment,” Sebastian wrote, when discussing environmental, social, and governance considerations for the stock. “Clearly this will cast a shadow on the company’s social and governance efforts at least for the nearterm.”\nMKM Partners analyst Eric Handler cut his rating to Neutral from Buy and his price target to $75 from $108 in a note on Wednesday. He pointed to the delays, ongoing personnel turnover, and his belief that not all the bad news is out of the way.\n“With increased uncertainty towards the every-other-year release of a [World of Warcraft] Modern expansion pack and for the various mobile titles currently in development, the 2022 projected growth curve has substantially flattened from our prior view,” Handler wrote.\nWedbush analyst Michael Pachter, who cut his price target to $98 from $125 but maintained an Outperform rating, noted that he suspected Overwatch 2 could slip into 2023 when the game’s previous director Jeff Kaplan left the company in April.\nThe analyst added that for the sequel, players will compete on teams of five, rather than the six in the current Overwatch game—a change that necessitated an overhaul of how the game is played. Still, comments from developers about the game’s progress as recently as two months ago seemingly signaled to Pachter that the game was on track for a 2022 release.\n“We think that Activision’s multi -channel distribution strategy for its games (premium, mobile, free-to-play and ongoing in-game monetization for premium) will ultimately pay large dividends, but the stock price suggests that investors have tired of waiting,” Pachter wrote.\nOppenheimer analyst Martin Yang cut his target to $85 from $100, noting that game delays are among the least challenging issues the company will face in the next year. He points to a leadership vacuum and concerns about talent retention.\n“We believe Blizzard faces the long-term challenges of repairing its brand and attracting new talent, at a time when demand for talent is greater than ever, and funding/infrastructure supporting experienced developers/artists to start their own studios is abundant,” Yang wrote.\nIn the meantime, Yang says investors still have a company with a strong balance sheet and cash flows, and the durable strength of its Call of Duty franchise and its King mobile games segment.\n“While Blizzard has major challenges ahead, it is not a lost cause,” Yang wrote.","news_type":1,"symbols_score_info":{"ATVI":0.9}},"isVote":1,"tweetType":1,"viewCount":3791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":850379550,"gmtCreate":1634560901587,"gmtModify":1634560945031,"author":{"id":"3577318628836449","authorId":"3577318628836449","name":"Cfgramos","avatar":"https://static.tigerbbs.com/8e4f5dee285970cb0d50c61a4302a33f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577318628836449","idStr":"3577318628836449"},"themes":[],"htmlText":"Awesome news&nbsp;","listText":"Awesome news&nbsp;","text":"Awesome news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/850379550","repostId":"1185155570","repostType":4,"repost":{"id":"1185155570","kind":"news","pubTimestamp":1634511079,"share":"https://www.laohu8.com/m/news/1185155570?lang=zh_CN&edition=full","pubTime":"2021-10-18 06:51","market":"us","language":"en","title":"Tesla, AT&T, Netflix, ASML, Snap and Other Stocks for Investors to Watch This Week<blockquote>特斯拉、AT&amp;T、Netflix、ASML、Snap等本周值得投资者关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1185155570","media":"Barrons","summary":"Seventy-two S&P 500 companies report earnings this week, as third-quarter earnings season ramps up. ","content":"<p>Seventy-two&nbsp;S&amp;P 500&nbsp;companies report earnings this week,&nbsp;as third-quarter earnings season ramps up. Several big U.S. banks got things off to a strong start last week. This week’s earnings highlights&nbsp;will include&nbsp;results from notable companies in telecom, consumer staples, energy, technology, health care, and the airline industry.</p><p><blockquote>随着第三季度财报季的临近，本周有72家标准普尔500指数公司公布了财报。美国几家大型银行上周开局良好。本周的财报亮点将包括电信、必需消费品、能源、科技、医疗保健和航空业著名公司的业绩。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/685ba1e7f4763c12a3c0159fc2469ded\" tg-width=\"1878\" tg-height=\"2461\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Albertsons and&nbsp;State Street&nbsp;get the ball rolling on Monday.Procter &amp; Gamble,Halliburton,and&nbsp;Johnson &amp; Johnson&nbsp;are Tuesday morning’s highlights, followed by&nbsp;Netflix&nbsp;and&nbsp;United Airlines Holdings&nbsp;after the market closes.</p><p><blockquote>艾伯森(Albertsons)和道富银行(State Street)将于周一启动。宝洁(Procter&amp;Gamble)、哈里伯顿(Halliburton)和强生(Johnson&amp;Johnson)是周二上午的亮点，收盘后紧随其后的是Netflix和联合航空控股(United Airlines Holdings)。</blockquote></p><p> On Wednesday,Verizon Communications,IBM,and Tesla will get the most attention.AT&amp;T, American Airlines Group,Southwest Airlines,and&nbsp;Chipotle Mexican Grill&nbsp;report on Thursday, then&nbsp;American Express,Schlumberger,and&nbsp;Honeywell International&nbsp;close the week on Friday.</p><p><blockquote>周三，Verizon Communications、IBM和特斯拉将受到最多关注。AT&amp;T、美国航空集团、西南航空和Chipotle Mexican Grill将于周四发布报告，然后美国运通、Schlumberger和Honeywell International将于周五收盘。</blockquote></p><p> Economic data highlights this week include the Conference Board’s Leading Economic Index for September on Thursday and&nbsp;IHS Markit’s&nbsp;Manufacturing and Services Purchasing Managers’ indexes for October on Friday. All are seen easing back from their prior months’ levels.</p><p><blockquote>本周经济数据亮点包括周四公布的世界大型企业联合会9月份领先经济指数和周五公布的IHS Markit 10月份制造业和服务业采购经理人指数。所有这些都较前几个月的水平有所回落。</blockquote></p><p> Other releases this week include the Federal Reserve’s most recent Beige Book, describing economic conditions across the U.S., and a pair of September housing-market indicators: The Census Bureau reports new residential construction data on Tuesday and the National Association of Realtors reports existing-home sales on Thursday.</p><p><blockquote>本周发布的其他数据包括美联储最新的褐皮书，描述了美国各地的经济状况，以及两个9月份的房地产市场指标：人口普查局（Census Bureau）周二报告新的住宅建设数据，全国房地产经纪人协会（National Association of Realtors）周四报告现房销售。</blockquote></p><p> <b>Monday 10/18</b></p><p><blockquote><b>星期一10/18</b></blockquote></p><p> <b>The Federal Reserve</b>&nbsp;releases industrial production data for September. Economists are looking for a 0.20% rise after a 0.4% increase in August. Capacity utilization is expected at 76.5% for September, roughly in line with August’s 76.4%.</p><p><blockquote><b>美联储</b>公布9月份工业生产数据。继8月份增长0.4%后，经济学家预计增长0.20%。预计9月份产能利用率为76.5%，与8月份的76.4%大致一致。</blockquote></p><p> Albertsons, Philips, Steel Dynamics, and State Street are among companies releasing quarterly financial results.</p><p><blockquote>艾伯森、飞利浦、Steel Dynamics和道富银行等公司发布了季度财务业绩。</blockquote></p><p> <b>Tuesday 10/19</b></p><p><blockquote><b>星期二10/19</b></blockquote></p><p> <b>The Census Bureau</b> reports new residential construction data for September. Economists forecast a seasonally adjusted annual rate of 1.623 million housing starts, compared with 1.615 million in August.</p><p><blockquote><b>人口普查局</b>报告9月份新住宅建设数据。经济学家预测，经季节调整后的新屋开工年率为162.3万套，8月为161.5万套。</blockquote></p><p> Halliburton, Procter &amp; Gamble, Johnson &amp; Johnson, Synchrony, Travelers, Philip Morris International, Kansas City Southern, WD-40, Interactive Brokers Group, Netflix, ManpowerGroup, Dover, and Canadian National Railway are among companies hosting earnings conference calls.</p><p><blockquote>哈里伯顿、宝洁、强生、Synchrony、Travelers、Philip Morris International、Kansas City Southern、WD-40、盈透证券集团、Netflix、万宝盛华、Dover和加拿大国家铁路等公司在评级举办财报会议。</blockquote></p><p> <b>Wednesday 10/20</b></p><p><blockquote><b>星期三10/20</b></blockquote></p><p> <b>The Federal Reserve</b> releases its beige book about current economic conditions across the central bank’s 12 districts.</p><p><blockquote><b>美联储</b>发布了关于央行12个地区当前经济状况的褐皮书。</blockquote></p><p> Abbott Laboratories, Biogen, NextEra Energy, ASML Holding, Nasdaq, Canadian Pacific Railway, Verizon Communications, CSX, Lam Research, Tesla, IBM, and Anthem discuss quarterly financial results.</p><p><blockquote>雅培实验室、Biogen、NextEra Energy、ASML Holding、纳斯达克、加拿大太平洋铁路、Verizon Communications、CSX、Lam Research、特斯拉、IBM和Anthem讨论季度财务业绩。</blockquote></p><p> <b>Thursday 10/21</b></p><p><blockquote><b>星期四10/21</b></blockquote></p><p> <b>The National Association</b> of Realtors reports existing-home sales for September. Economists forecast a seasonally adjusted annual rate of 6.10 million homes sold, compared with 5.88 million homes in August.</p><p><blockquote><b>全国协会</b>房地产经纪人报告9月份现房销售情况。经济学家预测，经季节调整后的房屋销售量年率为610万套，而8月份为588万套。</blockquote></p><p> Dow, Freeport-McMoRan, Genuine Parts, Southwest Airlines, Valero Energy, Blackstone, Quest Diagnostics, Snap-on, Tractor Supply, Barclays, Danaher, AT&amp;T, Nucor, American Airlines Group, AutoNation, Valero Energy, SL Green Realty, Intel, Snap, Boston Beer, Mattel, and Chipotle Mexican Grill host earnings conference calls to discuss quarterly results.</p><p><blockquote>陶氏化学、自由港麦克莫兰、原厂零件、西南航空、Valero Energy、Blackstone、Quest Diagnostics、Snap-on、Tractor Supply、Barclays、Danaher、AT&amp;T、Nucor、美国航空集团、AutoNation、Valero Energy、SL Green Realty、英特尔、Snap、Boston Beer、Mattel和Chipotle Mexican Grill在评级举办财报会议，讨论季度业绩。</blockquote></p><p> <b>The Philadelphia Fed</b>&nbsp;diffusion index, a measure of overall manufacturing activity, is expected to fall to 24 in October from September’s 30.7 reading.</p><p><blockquote><b>费城联储</b>衡量整体制造业活动的扩散指数预计将从9月份的30.7降至10月份的24。</blockquote></p><p> <b>The Conference Board</b>&nbsp;releases its Leading Economic Index for September. Expectations are for a 0.50% rise, after August’s 0.90% gain.</p><p><blockquote><b>世界大型企业联合会</b>发布9月份领先经济指数。继8月份上涨0.90%后，预计上涨0.50%。</blockquote></p><p> <b>Friday 10/22</b></p><p><blockquote><b>星期五10/22</b></blockquote></p><p> <b>IHS Markit releases</b>&nbsp;the Manufacturing and Services Purchasing Managers’ indexes for October. Consensus estimate for the Manufacturing PMI is 60.3, while the Services PMI is expected to be 54.7, compared with 60.7 and 54.9, respectively, in September.</p><p><blockquote><b>IHS Markit发布</b>10月份制造业和服务业采购经理人指数。制造业PMI普遍预期为60.3，服务业PMI预计为54.7，9月份分别为60.7和54.9。</blockquote></p><p> Whirlpool, Honeywell, Cleveland-Cliffs, Celanese, HCA Healthcare, Schlumberger, Seagate Technology Holdings, VF Corp., and American Express host investor conference calls.</p><p><blockquote>Whirlpool、Honeywell、Cleveland-Cliffs、Celanese、HCA Healthcare、Schlumberger、Seagate Technology Holdings、VF Corp.和American Express在评级举办投资者大会。</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, AT&T, Netflix, ASML, Snap and Other Stocks for Investors to Watch This Week<blockquote>特斯拉、AT&amp;T、Netflix、ASML、Snap等本周值得投资者关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla, AT&T, Netflix, ASML, Snap and Other Stocks for Investors to Watch This Week<blockquote>特斯拉、AT&amp;T、Netflix、ASML、Snap等本周值得投资者关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-10-18 06:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Seventy-two&nbsp;S&amp;P 500&nbsp;companies report earnings this week,&nbsp;as third-quarter earnings season ramps up. Several big U.S. banks got things off to a strong start last week. This week’s earnings highlights&nbsp;will include&nbsp;results from notable companies in telecom, consumer staples, energy, technology, health care, and the airline industry.</p><p><blockquote>随着第三季度财报季的临近，本周有72家标准普尔500指数公司公布了财报。美国几家大型银行上周开局良好。本周的财报亮点将包括电信、必需消费品、能源、科技、医疗保健和航空业著名公司的业绩。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/685ba1e7f4763c12a3c0159fc2469ded\" tg-width=\"1878\" tg-height=\"2461\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Albertsons and&nbsp;State Street&nbsp;get the ball rolling on Monday.Procter &amp; Gamble,Halliburton,and&nbsp;Johnson &amp; Johnson&nbsp;are Tuesday morning’s highlights, followed by&nbsp;Netflix&nbsp;and&nbsp;United Airlines Holdings&nbsp;after the market closes.</p><p><blockquote>艾伯森(Albertsons)和道富银行(State Street)将于周一启动。宝洁(Procter&amp;Gamble)、哈里伯顿(Halliburton)和强生(Johnson&amp;Johnson)是周二上午的亮点，收盘后紧随其后的是Netflix和联合航空控股(United Airlines Holdings)。</blockquote></p><p> On Wednesday,Verizon Communications,IBM,and Tesla will get the most attention.AT&amp;T, American Airlines Group,Southwest Airlines,and&nbsp;Chipotle Mexican Grill&nbsp;report on Thursday, then&nbsp;American Express,Schlumberger,and&nbsp;Honeywell International&nbsp;close the week on Friday.</p><p><blockquote>周三，Verizon Communications、IBM和特斯拉将受到最多关注。AT&amp;T、美国航空集团、西南航空和Chipotle Mexican Grill将于周四发布报告，然后美国运通、Schlumberger和Honeywell International将于周五收盘。</blockquote></p><p> Economic data highlights this week include the Conference Board’s Leading Economic Index for September on Thursday and&nbsp;IHS Markit’s&nbsp;Manufacturing and Services Purchasing Managers’ indexes for October on Friday. All are seen easing back from their prior months’ levels.</p><p><blockquote>本周经济数据亮点包括周四公布的世界大型企业联合会9月份领先经济指数和周五公布的IHS Markit 10月份制造业和服务业采购经理人指数。所有这些都较前几个月的水平有所回落。</blockquote></p><p> Other releases this week include the Federal Reserve’s most recent Beige Book, describing economic conditions across the U.S., and a pair of September housing-market indicators: The Census Bureau reports new residential construction data on Tuesday and the National Association of Realtors reports existing-home sales on Thursday.</p><p><blockquote>本周发布的其他数据包括美联储最新的褐皮书，描述了美国各地的经济状况，以及两个9月份的房地产市场指标：人口普查局（Census Bureau）周二报告新的住宅建设数据，全国房地产经纪人协会（National Association of Realtors）周四报告现房销售。</blockquote></p><p> <b>Monday 10/18</b></p><p><blockquote><b>星期一10/18</b></blockquote></p><p> <b>The Federal Reserve</b>&nbsp;releases industrial production data for September. Economists are looking for a 0.20% rise after a 0.4% increase in August. Capacity utilization is expected at 76.5% for September, roughly in line with August’s 76.4%.</p><p><blockquote><b>美联储</b>公布9月份工业生产数据。继8月份增长0.4%后，经济学家预计增长0.20%。预计9月份产能利用率为76.5%，与8月份的76.4%大致一致。</blockquote></p><p> Albertsons, Philips, Steel Dynamics, and State Street are among companies releasing quarterly financial results.</p><p><blockquote>艾伯森、飞利浦、Steel Dynamics和道富银行等公司发布了季度财务业绩。</blockquote></p><p> <b>Tuesday 10/19</b></p><p><blockquote><b>星期二10/19</b></blockquote></p><p> <b>The Census Bureau</b> reports new residential construction data for September. Economists forecast a seasonally adjusted annual rate of 1.623 million housing starts, compared with 1.615 million in August.</p><p><blockquote><b>人口普查局</b>报告9月份新住宅建设数据。经济学家预测，经季节调整后的新屋开工年率为162.3万套，8月为161.5万套。</blockquote></p><p> Halliburton, Procter &amp; Gamble, Johnson &amp; Johnson, Synchrony, Travelers, Philip Morris International, Kansas City Southern, WD-40, Interactive Brokers Group, Netflix, ManpowerGroup, Dover, and Canadian National Railway are among companies hosting earnings conference calls.</p><p><blockquote>哈里伯顿、宝洁、强生、Synchrony、Travelers、Philip Morris International、Kansas City Southern、WD-40、盈透证券集团、Netflix、万宝盛华、Dover和加拿大国家铁路等公司在评级举办财报会议。</blockquote></p><p> <b>Wednesday 10/20</b></p><p><blockquote><b>星期三10/20</b></blockquote></p><p> <b>The Federal Reserve</b> releases its beige book about current economic conditions across the central bank’s 12 districts.</p><p><blockquote><b>美联储</b>发布了关于央行12个地区当前经济状况的褐皮书。</blockquote></p><p> Abbott Laboratories, Biogen, NextEra Energy, ASML Holding, Nasdaq, Canadian Pacific Railway, Verizon Communications, CSX, Lam Research, Tesla, IBM, and Anthem discuss quarterly financial results.</p><p><blockquote>雅培实验室、Biogen、NextEra Energy、ASML Holding、纳斯达克、加拿大太平洋铁路、Verizon Communications、CSX、Lam Research、特斯拉、IBM和Anthem讨论季度财务业绩。</blockquote></p><p> <b>Thursday 10/21</b></p><p><blockquote><b>星期四10/21</b></blockquote></p><p> <b>The National Association</b> of Realtors reports existing-home sales for September. Economists forecast a seasonally adjusted annual rate of 6.10 million homes sold, compared with 5.88 million homes in August.</p><p><blockquote><b>全国协会</b>房地产经纪人报告9月份现房销售情况。经济学家预测，经季节调整后的房屋销售量年率为610万套，而8月份为588万套。</blockquote></p><p> Dow, Freeport-McMoRan, Genuine Parts, Southwest Airlines, Valero Energy, Blackstone, Quest Diagnostics, Snap-on, Tractor Supply, Barclays, Danaher, AT&amp;T, Nucor, American Airlines Group, AutoNation, Valero Energy, SL Green Realty, Intel, Snap, Boston Beer, Mattel, and Chipotle Mexican Grill host earnings conference calls to discuss quarterly results.</p><p><blockquote>陶氏化学、自由港麦克莫兰、原厂零件、西南航空、Valero Energy、Blackstone、Quest Diagnostics、Snap-on、Tractor Supply、Barclays、Danaher、AT&amp;T、Nucor、美国航空集团、AutoNation、Valero Energy、SL Green Realty、英特尔、Snap、Boston Beer、Mattel和Chipotle Mexican Grill在评级举办财报会议，讨论季度业绩。</blockquote></p><p> <b>The Philadelphia Fed</b>&nbsp;diffusion index, a measure of overall manufacturing activity, is expected to fall to 24 in October from September’s 30.7 reading.</p><p><blockquote><b>费城联储</b>衡量整体制造业活动的扩散指数预计将从9月份的30.7降至10月份的24。</blockquote></p><p> <b>The Conference Board</b>&nbsp;releases its Leading Economic Index for September. Expectations are for a 0.50% rise, after August’s 0.90% gain.</p><p><blockquote><b>世界大型企业联合会</b>发布9月份领先经济指数。继8月份上涨0.90%后，预计上涨0.50%。</blockquote></p><p> <b>Friday 10/22</b></p><p><blockquote><b>星期五10/22</b></blockquote></p><p> <b>IHS Markit releases</b>&nbsp;the Manufacturing and Services Purchasing Managers’ indexes for October. Consensus estimate for the Manufacturing PMI is 60.3, while the Services PMI is expected to be 54.7, compared with 60.7 and 54.9, respectively, in September.</p><p><blockquote><b>IHS Markit发布</b>10月份制造业和服务业采购经理人指数。制造业PMI普遍预期为60.3，服务业PMI预计为54.7，9月份分别为60.7和54.9。</blockquote></p><p> Whirlpool, Honeywell, Cleveland-Cliffs, Celanese, HCA Healthcare, Schlumberger, Seagate Technology Holdings, VF Corp., and American Express host investor conference calls.</p><p><blockquote>Whirlpool、Honeywell、Cleveland-Cliffs、Celanese、HCA Healthcare、Schlumberger、Seagate Technology Holdings、VF Corp.和American Express在评级举办投资者大会。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-at-t-netflix-chipotle-and-other-stocks-for-investors-to-watch-this-week-51634497206?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":{"JNJ":"强生","CMG":"墨式烧烤","NFLX":"奈飞","AAL":"美国航空",".DJI":"道琼斯",".SPX":"S&P 500 Index","INTC":"英特尔","UAL":"联合大陆航空",".IXIC":"NASDAQ Composite","T":"At&T","LUV":"西南航空","HAL":"哈里伯顿","AXP":"美国运通","IBM":"IBM","TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-at-t-netflix-chipotle-and-other-stocks-for-investors-to-watch-this-week-51634497206?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185155570","content_text":"Seventy-two S&P 500 companies report earnings this week, as third-quarter earnings season ramps up. Several big U.S. banks got things off to a strong start last week. This week’s earnings highlights will include results from notable companies in telecom, consumer staples, energy, technology, health care, and the airline industry.\n\nAlbertsons and State Street get the ball rolling on Monday.Procter & Gamble,Halliburton,and Johnson & Johnson are Tuesday morning’s highlights, followed by Netflix and United Airlines Holdings after the market closes.\nOn Wednesday,Verizon Communications,IBM,and Tesla will get the most attention.AT&T, American Airlines Group,Southwest Airlines,and Chipotle Mexican Grill report on Thursday, then American Express,Schlumberger,and Honeywell International close the week on Friday.\nEconomic data highlights this week include the Conference Board’s Leading Economic Index for September on Thursday and IHS Markit’s Manufacturing and Services Purchasing Managers’ indexes for October on Friday. All are seen easing back from their prior months’ levels.\nOther releases this week include the Federal Reserve’s most recent Beige Book, describing economic conditions across the U.S., and a pair of September housing-market indicators: The Census Bureau reports new residential construction data on Tuesday and the National Association of Realtors reports existing-home sales on Thursday.\nMonday 10/18\nThe Federal Reserve releases industrial production data for September. Economists are looking for a 0.20% rise after a 0.4% increase in August. Capacity utilization is expected at 76.5% for September, roughly in line with August’s 76.4%.\nAlbertsons, Philips, Steel Dynamics, and State Street are among companies releasing quarterly financial results.\nTuesday 10/19\nThe Census Bureau reports new residential construction data for September. Economists forecast a seasonally adjusted annual rate of 1.623 million housing starts, compared with 1.615 million in August.\nHalliburton, Procter & Gamble, Johnson & Johnson, Synchrony, Travelers, Philip Morris International, Kansas City Southern, WD-40, Interactive Brokers Group, Netflix, ManpowerGroup, Dover, and Canadian National Railway are among companies hosting earnings conference calls.\nWednesday 10/20\nThe Federal Reserve releases its beige book about current economic conditions across the central bank’s 12 districts.\nAbbott Laboratories, Biogen, NextEra Energy, ASML Holding, Nasdaq, Canadian Pacific Railway, Verizon Communications, CSX, Lam Research, Tesla, IBM, and Anthem discuss quarterly financial results.\nThursday 10/21\nThe National Association of Realtors reports existing-home sales for September. Economists forecast a seasonally adjusted annual rate of 6.10 million homes sold, compared with 5.88 million homes in August.\nDow, Freeport-McMoRan, Genuine Parts, Southwest Airlines, Valero Energy, Blackstone, Quest Diagnostics, Snap-on, Tractor Supply, Barclays, Danaher, AT&T, Nucor, American Airlines Group, AutoNation, Valero Energy, SL Green Realty, Intel, Snap, Boston Beer, Mattel, and Chipotle Mexican Grill host earnings conference calls to discuss quarterly results.\nThe Philadelphia Fed diffusion index, a measure of overall manufacturing activity, is expected to fall to 24 in October from September’s 30.7 reading.\nThe Conference Board releases its Leading Economic Index for September. Expectations are for a 0.50% rise, after August’s 0.90% gain.\nFriday 10/22\nIHS Markit releases the Manufacturing and Services Purchasing Managers’ indexes for October. Consensus estimate for the Manufacturing PMI is 60.3, while the Services PMI is expected to be 54.7, compared with 60.7 and 54.9, respectively, in September.\nWhirlpool, Honeywell, Cleveland-Cliffs, Celanese, HCA Healthcare, Schlumberger, Seagate Technology Holdings, VF Corp., and American Express host investor conference calls.","news_type":1,"symbols_score_info":{"JNJ":0.9,".IXIC":0.9,"CMG":0.9,"IBM":0.9,"LUV":0.9,"NFLX":0.9,"AAL":0.9,"AXP":0.9,"UAL":0.9,".DJI":0.9,"T":0.9,".SPX":0.9,"HAL":0.9,"TSLA":0.9,"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":1920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868586881,"gmtCreate":1632671924043,"gmtModify":1632798658460,"author":{"id":"3577318628836449","authorId":"3577318628836449","name":"Cfgramos","avatar":"https://static.tigerbbs.com/8e4f5dee285970cb0d50c61a4302a33f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577318628836449","idStr":"3577318628836449"},"themes":[],"htmlText":"Wow! That would really help the shortage","listText":"Wow! That would really help the shortage","text":"Wow! That would really help the shortage","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/868586881","repostId":"1142057327","repostType":4,"repost":{"id":"1142057327","kind":"news","pubTimestamp":1632643246,"share":"https://www.laohu8.com/m/news/1142057327?lang=zh_CN&edition=full","pubTime":"2021-09-26 16:00","market":"us","language":"en","title":"Intel Starts Construction of Two Arizona Computer Chip Factories<blockquote>英特尔开始建设亚利桑那州两家计算机芯片工厂</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1142057327","media":"The street","summary":"Intel broke ground on two new computer chip factories in Arizona as part of a $20 billion project to","content":"<p>Intel broke ground on two new computer chip factories in Arizona as part of a $20 billion project to help meet the high demand for semiconductors in the U.S.</p><p><blockquote>英特尔在亚利桑那州的两家新计算机芯片工厂破土动工，这是一项200亿美元项目的一部分，旨在帮助满足美国对半导体的高需求。</blockquote></p><p> Intel&nbsp;(<b>INTC</b>) -Get Intel Corporation (INTC) Report&nbsp;on Friday broke ground on two new computer chip factories in Arizona as part of a $20 billion project to help&nbsp;alleviate the severe shortage of semiconductors in the U.S.</p><p><blockquote>英特尔（<b>INTC</b>)-获取英特尔公司(INTC)报告周五在亚利桑那州的两家新计算机芯片工厂破土动工，这是一项耗资200亿美元的项目的一部分，旨在帮助缓解美国半导体的严重短缺。</blockquote></p><p> The Santa Clara, Calif.-basedsemiconductor chip manufacturer'sCEO Pat Gelsinger led the project's groundbreaking ceremony at the company's Ocotillo campus in Chandler, Ariz., marking the largest private investment in the state's history.</p><p><blockquote>这家总部位于加利福尼亚州圣克拉拉的半导体芯片制造商首席执行官帕特·基辛格(Pat Gelsinger)在该公司位于亚利桑那州钱德勒的奥科蒂洛园区主持了该项目的奠基仪式，标志着该州历史上最大的私人投资。</blockquote></p><p> Intel expects the factories to be fully operational in 2024 to manufacture the company's most advanced process technologies.</p><p><blockquote>英特尔预计这些工厂将于2024年全面投入运营，生产该公司最先进的工艺技术。</blockquote></p><p> “Today’s celebration marks an important milestone as we work to boost capacity and meet the incredible demand for semiconductors: the foundational technology for the digitization of everything,\" Gelsinger said in acompany statement. \"We are ushering in a new era of innovation – for Intel, for Arizona and for the world. This $20 billion expansion will bring our total investment in Arizona to more than $50 billion since opening the site over 40 years ago.</p><p><blockquote>基辛格在公司声明中表示：“今天的庆祝活动标志着一个重要的里程碑，因为我们正在努力提高产能并满足对半导体的难以置信的需求：半导体是万物数字化的基础技术。我们正在开创一个创新的新时代——对英特尔、对亚利桑那州和对全世界都是如此。自40多年前开业以来，这项200亿美元的扩建将使我们在亚利桑那州的总投资超过500亿美元。”</blockquote></p><p> \"As the only U.S.-based leading-edge chipmaker, we are committed to building on this long-term investment and helping the United States regain semiconductor leadership,” Gelsinger said.</p><p><blockquote>Gelsinger表示：“作为唯一一家总部位于美国的领先芯片制造商，我们致力于在这项长期投资的基础上再接再厉，帮助美国重新获得半导体领先地位。”</blockquote></p><p> Shares of Intel on Friday traded 0.18% higher to $54.32 after hours.</p><p><blockquote>周五盘后英特尔股价上涨0.18%，至54.32美元。</blockquote></p><p> Gelsinger on Thursday participated in a virtual meeting with tech company executives and Commerce Secretary Gina Raimondo to address the global semiconductor chip shortage, which has interfered with production in the high-tech, electronics and automotive industries.</p><p><blockquote>基辛格周四参加了与科技公司高管和商务部长吉娜·雷蒙多的虚拟会议，以解决全球半导体芯片短缺问题，该问题干扰了高科技、电子和汽车行业的生产。</blockquote></p><p> The two new factories, to be named Fab 52 and Fab 62, will house a total of six semiconductor fabs. The project will create over 3,000 high-tech, high-wage Intel jobs, 3,000 construction jobs and support an estimated 15,000 additional indirect jobs in the local community.</p><p><blockquote>这两个新工厂将被命名为Fab 52和Fab 62，将容纳总共六个半导体晶圆厂。该项目将创造3,000多个高科技、高工资的英特尔工作岗位、3,000个建筑工作岗位，并为当地社区提供约15,000个额外的间接工作岗位。</blockquote></p><p> Intel rival Taiwan Semiconductor Manufacturing Co.plans to buildits second U.S. chip factory also in Arizona and targets production to begin in 2024.</p><p><blockquote>英特尔的竞争对手台积电公司计划也在亚利桑那州建造其在美国的第二家芯片工厂，目标是2024年开始生产。</blockquote></p><p></p>","source":"lsy1610613172068","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>Intel Starts Construction of Two Arizona Computer Chip Factories<blockquote>英特尔开始建设亚利桑那州两家计算机芯片工厂</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\">\nIntel Starts Construction of Two Arizona Computer Chip Factories<blockquote>英特尔开始建设亚利桑那州两家计算机芯片工厂</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The street</strong><span class=\"h-time small\">2021-09-26 16:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Intel broke ground on two new computer chip factories in Arizona as part of a $20 billion project to help meet the high demand for semiconductors in the U.S.</p><p><blockquote>英特尔在亚利桑那州的两家新计算机芯片工厂破土动工，这是一项200亿美元项目的一部分，旨在帮助满足美国对半导体的高需求。</blockquote></p><p> Intel&nbsp;(<b>INTC</b>) -Get Intel Corporation (INTC) Report&nbsp;on Friday broke ground on two new computer chip factories in Arizona as part of a $20 billion project to help&nbsp;alleviate the severe shortage of semiconductors in the U.S.</p><p><blockquote>英特尔（<b>INTC</b>)-获取英特尔公司(INTC)报告周五在亚利桑那州的两家新计算机芯片工厂破土动工，这是一项耗资200亿美元的项目的一部分，旨在帮助缓解美国半导体的严重短缺。</blockquote></p><p> The Santa Clara, Calif.-basedsemiconductor chip manufacturer'sCEO Pat Gelsinger led the project's groundbreaking ceremony at the company's Ocotillo campus in Chandler, Ariz., marking the largest private investment in the state's history.</p><p><blockquote>这家总部位于加利福尼亚州圣克拉拉的半导体芯片制造商首席执行官帕特·基辛格(Pat Gelsinger)在该公司位于亚利桑那州钱德勒的奥科蒂洛园区主持了该项目的奠基仪式，标志着该州历史上最大的私人投资。</blockquote></p><p> Intel expects the factories to be fully operational in 2024 to manufacture the company's most advanced process technologies.</p><p><blockquote>英特尔预计这些工厂将于2024年全面投入运营，生产该公司最先进的工艺技术。</blockquote></p><p> “Today’s celebration marks an important milestone as we work to boost capacity and meet the incredible demand for semiconductors: the foundational technology for the digitization of everything,\" Gelsinger said in acompany statement. \"We are ushering in a new era of innovation – for Intel, for Arizona and for the world. This $20 billion expansion will bring our total investment in Arizona to more than $50 billion since opening the site over 40 years ago.</p><p><blockquote>基辛格在公司声明中表示：“今天的庆祝活动标志着一个重要的里程碑，因为我们正在努力提高产能并满足对半导体的难以置信的需求：半导体是万物数字化的基础技术。我们正在开创一个创新的新时代——对英特尔、对亚利桑那州和对全世界都是如此。自40多年前开业以来，这项200亿美元的扩建将使我们在亚利桑那州的总投资超过500亿美元。”</blockquote></p><p> \"As the only U.S.-based leading-edge chipmaker, we are committed to building on this long-term investment and helping the United States regain semiconductor leadership,” Gelsinger said.</p><p><blockquote>Gelsinger表示：“作为唯一一家总部位于美国的领先芯片制造商，我们致力于在这项长期投资的基础上再接再厉，帮助美国重新获得半导体领先地位。”</blockquote></p><p> Shares of Intel on Friday traded 0.18% higher to $54.32 after hours.</p><p><blockquote>周五盘后英特尔股价上涨0.18%，至54.32美元。</blockquote></p><p> Gelsinger on Thursday participated in a virtual meeting with tech company executives and Commerce Secretary Gina Raimondo to address the global semiconductor chip shortage, which has interfered with production in the high-tech, electronics and automotive industries.</p><p><blockquote>基辛格周四参加了与科技公司高管和商务部长吉娜·雷蒙多的虚拟会议，以解决全球半导体芯片短缺问题，该问题干扰了高科技、电子和汽车行业的生产。</blockquote></p><p> The two new factories, to be named Fab 52 and Fab 62, will house a total of six semiconductor fabs. The project will create over 3,000 high-tech, high-wage Intel jobs, 3,000 construction jobs and support an estimated 15,000 additional indirect jobs in the local community.</p><p><blockquote>这两个新工厂将被命名为Fab 52和Fab 62，将容纳总共六个半导体晶圆厂。该项目将创造3,000多个高科技、高工资的英特尔工作岗位、3,000个建筑工作岗位，并为当地社区提供约15,000个额外的间接工作岗位。</blockquote></p><p> Intel rival Taiwan Semiconductor Manufacturing Co.plans to buildits second U.S. chip factory also in Arizona and targets production to begin in 2024.</p><p><blockquote>英特尔的竞争对手台积电公司计划也在亚利桑那州建造其在美国的第二家芯片工厂，目标是2024年开始生产。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/intel-starts-construction-of-two-arizona-computer-chip-factories\">The street</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":{"INTC":"英特尔"},"source_url":"https://www.thestreet.com/investing/intel-starts-construction-of-two-arizona-computer-chip-factories","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142057327","content_text":"Intel broke ground on two new computer chip factories in Arizona as part of a $20 billion project to help meet the high demand for semiconductors in the U.S.\nIntel (INTC) -Get Intel Corporation (INTC) Report on Friday broke ground on two new computer chip factories in Arizona as part of a $20 billion project to help alleviate the severe shortage of semiconductors in the U.S.\nThe Santa Clara, Calif.-basedsemiconductor chip manufacturer'sCEO Pat Gelsinger led the project's groundbreaking ceremony at the company's Ocotillo campus in Chandler, Ariz., marking the largest private investment in the state's history.\nIntel expects the factories to be fully operational in 2024 to manufacture the company's most advanced process technologies.\n“Today’s celebration marks an important milestone as we work to boost capacity and meet the incredible demand for semiconductors: the foundational technology for the digitization of everything,\" Gelsinger said in acompany statement. \"We are ushering in a new era of innovation – for Intel, for Arizona and for the world. This $20 billion expansion will bring our total investment in Arizona to more than $50 billion since opening the site over 40 years ago.\n\"As the only U.S.-based leading-edge chipmaker, we are committed to building on this long-term investment and helping the United States regain semiconductor leadership,” Gelsinger said.\nShares of Intel on Friday traded 0.18% higher to $54.32 after hours.\nGelsinger on Thursday participated in a virtual meeting with tech company executives and Commerce Secretary Gina Raimondo to address the global semiconductor chip shortage, which has interfered with production in the high-tech, electronics and automotive industries.\nThe two new factories, to be named Fab 52 and Fab 62, will house a total of six semiconductor fabs. The project will create over 3,000 high-tech, high-wage Intel jobs, 3,000 construction jobs and support an estimated 15,000 additional indirect jobs in the local community.\nIntel rival Taiwan Semiconductor Manufacturing Co.plans to buildits second U.S. chip factory also in Arizona and targets production to begin in 2024.","news_type":1,"symbols_score_info":{"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":1995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868330070,"gmtCreate":1632590700690,"gmtModify":1632654431341,"author":{"id":"3577318628836449","authorId":"3577318628836449","name":"Cfgramos","avatar":"https://static.tigerbbs.com/8e4f5dee285970cb0d50c61a4302a33f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577318628836449","idStr":"3577318628836449"},"themes":[],"htmlText":"I wonder who invented toilet paper…","listText":"I wonder who invented toilet paper…","text":"I wonder who invented toilet paper…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/868330070","repostId":"1155969586","repostType":4,"repost":{"id":"1155969586","kind":"news","pubTimestamp":1632529960,"share":"https://www.laohu8.com/m/news/1155969586?lang=zh_CN&edition=full","pubTime":"2021-09-25 08:32","market":"hk","language":"en","title":"Costco is limiting how much toilet paper you can buy again<blockquote>Costco正在限制您可以再次购买的卫生纸数量</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155969586","media":"CNN","summary":"New York (CNN Business)Costco is once again placing limits on purchases of toilet paper, paper towel","content":"<p>New York (CNN Business)Costco is once again placing limits on purchases of toilet paper, paper towels and cleaning supplies.</p><p><blockquote>纽约（CNN商业）好市多再次限制卫生纸、纸巾和清洁用品的购买。</blockquote></p><p> The Delta variant continues to spread across the globe, sending demand for those items higher. But that's not the only reason why Costco is limiting purchases. The warehouse store is also having trouble finding trucks, drivers and shipping containers to get the items to its stores.</p><p><blockquote>德尔塔变异毒株继续在全球蔓延，推高了对这些商品的需求。但这并不是Costco限制购买的唯一原因。这家仓库商店也很难找到卡车、司机和集装箱将商品运送到商店。</blockquote></p><p> \"The factors pressuring supply chains and inflation include port delays, container shortages, Covid disruptions, shortages on various components, raw materials and ingredients, labor cost pressures and truck and driver shortages,\" said Costco CFO Richard Galanti, speaking to investors after reporting quarterly results Thursday evening. \"Various major brands are requesting longer lead times, and in some cases, difficulty in finding drivers and trucks on short notice.\"</p><p><blockquote>Costco首席财务官理查德·加兰蒂(Richard Galanti)在报告季度业绩后对投资者表示：“给供应链和通胀带来压力的因素包括港口延误、集装箱短缺、新冠疫情干扰、各种零部件、原材料和配料短缺、劳动力成本压力以及卡车和司机短缺。”周四晚上。“各个主要品牌都要求更长的交货时间，在某些情况下，很难在短时间内找到司机和卡车。”</blockquote></p><p> Last year, Costco and other retailers were having trouble keeping those products on their shelves because of panic buying by customers worried that they wouldn't be able to purchase them in the future. Manufacturers were also unable to keep up with the surge in demand.</p><p><blockquote>去年，好市多和其他零售商很难将这些产品保留在货架上，因为顾客担心将来无法购买它们而恐慌性购买。制造商也无法跟上需求的激增。</blockquote></p><p> Although the increase in Covid cases may be causing an increase in demand for some items, Galanti's comments focused more on issues getting the products to the stores. He said the problems with the company's supply chain is causing it to order items earlier than it might otherwise.</p><p><blockquote>尽管Covid病例的增加可能会导致对某些商品的需求增加，但Galanti的评论更多地集中在将产品送到商店的问题上。他表示，该公司供应链的问题导致其比其他情况下更早订购商品。</blockquote></p><p> But whether panic buying is causing the shortages now, a policy like Costco's limiting sales could prompt a run on those very items by shoppers said Steven Taylor, a professor in the University of British Columbia's Psychiatry Department.</p><p><blockquote>但不列颠哥伦比亚大学精神病学系教授史蒂文·泰勒表示，无论恐慌性购买是否导致了现在的短缺，像好市多限制销售这样的政策可能会促使购物者抢购这些商品。</blockquote></p><p> \"Over the past two years people have become conditioned to respond with panic buying whenever they learn of some impending lockdown or shortage,\" he said. \"And so far, efforts by community leaders have been ineffective in controlling episodes of panic buying. Our leaders typically say something like 'Don't panic! There is enough toilet paper!' This message backfires because it pairs, in the minds of shoppers, toilet paper and panic.\"</p><p><blockquote>他说：“在过去的两年里，每当人们得知即将实施封锁或短缺时，他们就会习惯于恐慌性购买。”“到目前为止，社区领导人的努力在控制恐慌性购买方面无效。我们的领导人通常会说类似‘不要恐慌！有足够的卫生纸！’这样的信息适得其反，因为在购物者的心目中，卫生纸和恐慌是成对的。”</blockquote></p><p> This, he said, is known as the \"innuendo effect\" in social psychology. While limits on purchases could prevent some shortages, they often stoke fears on the part of shoppers.</p><p><blockquote>他说，这在社会心理学中被称为“影射效应”。虽然限制购买可以防止一些短缺，但它们往往会引发购物者的恐惧。</blockquote></p><p> \"Even with the imposed limits on purchasing, we are likely to see a resurgence of panic buying, especially now that shoppers have become aware that current shortages may be due to bottlenecks in the supply chain,\" Taylor added.</p><p><blockquote>泰勒补充说：“即使对购买施加了限制，我们也可能会看到恐慌性购买的死灰复燃，特别是现在购物者已经意识到当前的短缺可能是由于供应链的瓶颈造成的。”</blockquote></p><p> Nike is scrambling to fix supply chain problems as holiday shopping looms</p><p><blockquote>随着假日购物的临近，耐克正在努力解决供应链问题</blockquote></p><p> Nike is scrambling to fix supply chain problems as holiday shopping looms</p><p><blockquote>随着假日购物的临近，耐克正在努力解决供应链问题</blockquote></p><p> Rather than just pay to move containers of freight from Asia to North America, Costco has chartered three container ships, with each ship able to carry 800 to 1,000 containers at a time. Costco anticipates it can make 10 cross-Pacific trips a year with the ships.</p><p><blockquote>好市多不但要付钱把货柜从亚洲运往北美，还包租了三艘集装箱船，每艘船每次能载运800至1000个集装箱。Costco预计每年可以乘坐这些船进行10次跨太平洋旅行。</blockquote></p><p> Shipping costs are making some items more expensive, adding to other inflationary pressures.</p><p><blockquote>运输成本使一些商品变得更加昂贵，增加了其他通胀压力。</blockquote></p><p> \"Price increases of pulp and paper goods, some items [are] up 4% to 8%,\" said Galanti, the Costco CFO. Plastic items, such as trash bags, Ziploc bags, disposable cups and plates are up in the 5% to 11% range. Non-durable metal items, such as aluminum foil and beverage cans are up in the mid-single-digit range.</p><p><blockquote>Costco首席财务官加兰蒂表示：“纸浆和纸制品的价格上涨了4%至8%。”塑料制品，如垃圾袋、拉链袋、一次性杯子和盘子增加了5%到11%。铝箔和饮料罐等非耐用金属物品的涨幅在中个位数范围内。</blockquote></p><p> Costco reported slightly better than forecast earnings for the fiscal fourth quarter that ended August 29. Its shares were narrowly higher in pre-market trading Friday on the report, and are up 20% so far this year.</p><p><blockquote>Costco公布的截至8月29日的第四财季盈利略好于预期。该报告发布后，其股价在周五盘前交易中小幅走高，今年迄今已上涨20%。</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>Costco is limiting how much toilet paper you can buy again<blockquote>Costco正在限制您可以再次购买的卫生纸数量</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\">\nCostco is limiting how much toilet paper you can buy again<blockquote>Costco正在限制您可以再次购买的卫生纸数量</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNN</strong><span class=\"h-time small\">2021-09-25 08:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>New York (CNN Business)Costco is once again placing limits on purchases of toilet paper, paper towels and cleaning supplies.</p><p><blockquote>纽约（CNN商业）好市多再次限制卫生纸、纸巾和清洁用品的购买。</blockquote></p><p> The Delta variant continues to spread across the globe, sending demand for those items higher. But that's not the only reason why Costco is limiting purchases. The warehouse store is also having trouble finding trucks, drivers and shipping containers to get the items to its stores.</p><p><blockquote>德尔塔变异毒株继续在全球蔓延，推高了对这些商品的需求。但这并不是Costco限制购买的唯一原因。这家仓库商店也很难找到卡车、司机和集装箱将商品运送到商店。</blockquote></p><p> \"The factors pressuring supply chains and inflation include port delays, container shortages, Covid disruptions, shortages on various components, raw materials and ingredients, labor cost pressures and truck and driver shortages,\" said Costco CFO Richard Galanti, speaking to investors after reporting quarterly results Thursday evening. \"Various major brands are requesting longer lead times, and in some cases, difficulty in finding drivers and trucks on short notice.\"</p><p><blockquote>Costco首席财务官理查德·加兰蒂(Richard Galanti)在报告季度业绩后对投资者表示：“给供应链和通胀带来压力的因素包括港口延误、集装箱短缺、新冠疫情干扰、各种零部件、原材料和配料短缺、劳动力成本压力以及卡车和司机短缺。”周四晚上。“各个主要品牌都要求更长的交货时间，在某些情况下，很难在短时间内找到司机和卡车。”</blockquote></p><p> Last year, Costco and other retailers were having trouble keeping those products on their shelves because of panic buying by customers worried that they wouldn't be able to purchase them in the future. Manufacturers were also unable to keep up with the surge in demand.</p><p><blockquote>去年，好市多和其他零售商很难将这些产品保留在货架上，因为顾客担心将来无法购买它们而恐慌性购买。制造商也无法跟上需求的激增。</blockquote></p><p> Although the increase in Covid cases may be causing an increase in demand for some items, Galanti's comments focused more on issues getting the products to the stores. He said the problems with the company's supply chain is causing it to order items earlier than it might otherwise.</p><p><blockquote>尽管Covid病例的增加可能会导致对某些商品的需求增加，但Galanti的评论更多地集中在将产品送到商店的问题上。他表示，该公司供应链的问题导致其比其他情况下更早订购商品。</blockquote></p><p> But whether panic buying is causing the shortages now, a policy like Costco's limiting sales could prompt a run on those very items by shoppers said Steven Taylor, a professor in the University of British Columbia's Psychiatry Department.</p><p><blockquote>但不列颠哥伦比亚大学精神病学系教授史蒂文·泰勒表示，无论恐慌性购买是否导致了现在的短缺，像好市多限制销售这样的政策可能会促使购物者抢购这些商品。</blockquote></p><p> \"Over the past two years people have become conditioned to respond with panic buying whenever they learn of some impending lockdown or shortage,\" he said. \"And so far, efforts by community leaders have been ineffective in controlling episodes of panic buying. Our leaders typically say something like 'Don't panic! There is enough toilet paper!' This message backfires because it pairs, in the minds of shoppers, toilet paper and panic.\"</p><p><blockquote>他说：“在过去的两年里，每当人们得知即将实施封锁或短缺时，他们就会习惯于恐慌性购买。”“到目前为止，社区领导人的努力在控制恐慌性购买方面无效。我们的领导人通常会说类似‘不要恐慌！有足够的卫生纸！’这样的信息适得其反，因为在购物者的心目中，卫生纸和恐慌是成对的。”</blockquote></p><p> This, he said, is known as the \"innuendo effect\" in social psychology. While limits on purchases could prevent some shortages, they often stoke fears on the part of shoppers.</p><p><blockquote>他说，这在社会心理学中被称为“影射效应”。虽然限制购买可以防止一些短缺，但它们往往会引发购物者的恐惧。</blockquote></p><p> \"Even with the imposed limits on purchasing, we are likely to see a resurgence of panic buying, especially now that shoppers have become aware that current shortages may be due to bottlenecks in the supply chain,\" Taylor added.</p><p><blockquote>泰勒补充说：“即使对购买施加了限制，我们也可能会看到恐慌性购买的死灰复燃，特别是现在购物者已经意识到当前的短缺可能是由于供应链的瓶颈造成的。”</blockquote></p><p> Nike is scrambling to fix supply chain problems as holiday shopping looms</p><p><blockquote>随着假日购物的临近，耐克正在努力解决供应链问题</blockquote></p><p> Nike is scrambling to fix supply chain problems as holiday shopping looms</p><p><blockquote>随着假日购物的临近，耐克正在努力解决供应链问题</blockquote></p><p> Rather than just pay to move containers of freight from Asia to North America, Costco has chartered three container ships, with each ship able to carry 800 to 1,000 containers at a time. Costco anticipates it can make 10 cross-Pacific trips a year with the ships.</p><p><blockquote>好市多不但要付钱把货柜从亚洲运往北美，还包租了三艘集装箱船，每艘船每次能载运800至1000个集装箱。Costco预计每年可以乘坐这些船进行10次跨太平洋旅行。</blockquote></p><p> Shipping costs are making some items more expensive, adding to other inflationary pressures.</p><p><blockquote>运输成本使一些商品变得更加昂贵，增加了其他通胀压力。</blockquote></p><p> \"Price increases of pulp and paper goods, some items [are] up 4% to 8%,\" said Galanti, the Costco CFO. Plastic items, such as trash bags, Ziploc bags, disposable cups and plates are up in the 5% to 11% range. Non-durable metal items, such as aluminum foil and beverage cans are up in the mid-single-digit range.</p><p><blockquote>Costco首席财务官加兰蒂表示：“纸浆和纸制品的价格上涨了4%至8%。”塑料制品，如垃圾袋、拉链袋、一次性杯子和盘子增加了5%到11%。铝箔和饮料罐等非耐用金属物品的涨幅在中个位数范围内。</blockquote></p><p> Costco reported slightly better than forecast earnings for the fiscal fourth quarter that ended August 29. Its shares were narrowly higher in pre-market trading Friday on the report, and are up 20% so far this year.</p><p><blockquote>Costco公布的截至8月29日的第四财季盈利略好于预期。该报告发布后，其股价在周五盘前交易中小幅走高，今年迄今已上涨20%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/09/24/business/costco-toilet-paper-limits/index.html\">CNN</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":{"COST":"好市多"},"source_url":"https://edition.cnn.com/2021/09/24/business/costco-toilet-paper-limits/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155969586","content_text":"New York (CNN Business)Costco is once again placing limits on purchases of toilet paper, paper towels and cleaning supplies.\nThe Delta variant continues to spread across the globe, sending demand for those items higher. But that's not the only reason why Costco is limiting purchases. The warehouse store is also having trouble finding trucks, drivers and shipping containers to get the items to its stores.\n\"The factors pressuring supply chains and inflation include port delays, container shortages, Covid disruptions, shortages on various components, raw materials and ingredients, labor cost pressures and truck and driver shortages,\" said Costco CFO Richard Galanti, speaking to investors after reporting quarterly results Thursday evening. \"Various major brands are requesting longer lead times, and in some cases, difficulty in finding drivers and trucks on short notice.\"\nLast year, Costco and other retailers were having trouble keeping those products on their shelves because of panic buying by customers worried that they wouldn't be able to purchase them in the future. Manufacturers were also unable to keep up with the surge in demand.\nAlthough the increase in Covid cases may be causing an increase in demand for some items, Galanti's comments focused more on issues getting the products to the stores. He said the problems with the company's supply chain is causing it to order items earlier than it might otherwise.\nBut whether panic buying is causing the shortages now, a policy like Costco's limiting sales could prompt a run on those very items by shoppers said Steven Taylor, a professor in the University of British Columbia's Psychiatry Department.\n\"Over the past two years people have become conditioned to respond with panic buying whenever they learn of some impending lockdown or shortage,\" he said. \"And so far, efforts by community leaders have been ineffective in controlling episodes of panic buying. Our leaders typically say something like 'Don't panic! There is enough toilet paper!' This message backfires because it pairs, in the minds of shoppers, toilet paper and panic.\"\nThis, he said, is known as the \"innuendo effect\" in social psychology. While limits on purchases could prevent some shortages, they often stoke fears on the part of shoppers.\n\"Even with the imposed limits on purchasing, we are likely to see a resurgence of panic buying, especially now that shoppers have become aware that current shortages may be due to bottlenecks in the supply chain,\" Taylor added.\nNike is scrambling to fix supply chain problems as holiday shopping looms\nNike is scrambling to fix supply chain problems as holiday shopping looms\nRather than just pay to move containers of freight from Asia to North America, Costco has chartered three container ships, with each ship able to carry 800 to 1,000 containers at a time. Costco anticipates it can make 10 cross-Pacific trips a year with the ships.\nShipping costs are making some items more expensive, adding to other inflationary pressures.\n\"Price increases of pulp and paper goods, some items [are] up 4% to 8%,\" said Galanti, the Costco CFO. Plastic items, such as trash bags, Ziploc bags, disposable cups and plates are up in the 5% to 11% range. Non-durable metal items, such as aluminum foil and beverage cans are up in the mid-single-digit range.\nCostco reported slightly better than forecast earnings for the fiscal fourth quarter that ended August 29. Its shares were narrowly higher in pre-market trading Friday on the report, and are up 20% so far this year.","news_type":1,"symbols_score_info":{"COST":0.9}},"isVote":1,"tweetType":1,"viewCount":3079,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":884660240,"gmtCreate":1631887371680,"gmtModify":1632805563940,"author":{"id":"3577318628836449","authorId":"3577318628836449","name":"Cfgramos","avatar":"https://static.tigerbbs.com/8e4f5dee285970cb0d50c61a4302a33f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577318628836449","idStr":"3577318628836449"},"themes":[],"htmlText":"May the best streaming service win! And right now I’m subscribed to Netflix, Disney andAmazon Prime Video! 😆","listText":"May the best streaming service win! And right now I’m subscribed to Netflix, Disney andAmazon Prime Video! 😆","text":"May the best streaming service win! And right now I’m subscribed to Netflix, Disney andAmazon Prime Video! 😆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/884660240","repostId":"2168783315","repostType":4,"isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886961098,"gmtCreate":1631544213314,"gmtModify":1631883668696,"author":{"id":"3577318628836449","authorId":"3577318628836449","name":"Cfgramos","avatar":"https://static.tigerbbs.com/8e4f5dee285970cb0d50c61a4302a33f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577318628836449","idStr":"3577318628836449"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OCGN\">$Histogenics(OCGN)$</a>Almost there&nbsp;","listText":"<a href=\"https://laohu8.com/S/OCGN\">$Histogenics(OCGN)$</a>Almost there&nbsp;","text":"$Histogenics(OCGN)$Almost there","images":[{"img":"https://static.tigerbbs.com/e44fc2d217616bd3256b859eff3b15e8","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/886961098","isVote":1,"tweetType":1,"viewCount":634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":888168422,"gmtCreate":1631458072766,"gmtModify":1631883823940,"author":{"id":"3577318628836449","authorId":"3577318628836449","name":"Cfgramos","avatar":"https://static.tigerbbs.com/8e4f5dee285970cb0d50c61a4302a33f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577318628836449","idStr":"3577318628836449"},"themes":[],"htmlText":"Apple will always emerge a victory&nbsp;","listText":"Apple will always emerge a victory&nbsp;","text":"Apple will always emerge a victory","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/888168422","repostId":"2166370857","repostType":4,"isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815225482,"gmtCreate":1630682123446,"gmtModify":1631886444684,"author":{"id":"3577318628836449","authorId":"3577318628836449","name":"Cfgramos","avatar":"https://static.tigerbbs.com/8e4f5dee285970cb0d50c61a4302a33f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577318628836449","idStr":"3577318628836449"},"themes":[],"htmlText":"Good game!","listText":"Good game!","text":"Good game!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/815225482","repostId":"1105876391","repostType":4,"isVote":1,"tweetType":1,"viewCount":945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812529726,"gmtCreate":1630595518665,"gmtModify":1631886444693,"author":{"id":"3577318628836449","authorId":"3577318628836449","name":"Cfgramos","avatar":"https://static.tigerbbs.com/8e4f5dee285970cb0d50c61a4302a33f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577318628836449","idStr":"3577318628836449"},"themes":[],"htmlText":"It’s okay, I still love SPAM! 😆","listText":"It’s okay, I still love SPAM! 😆","text":"It’s okay, I still love SPAM! 😆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/812529726","repostId":"2164982853","repostType":4,"repost":{"id":"2164982853","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1630593214,"share":"https://www.laohu8.com/m/news/2164982853?lang=zh_CN&edition=full","pubTime":"2021-09-02 22:33","market":"us","language":"en","title":"Hormel Foods Shares Slide After Mixed Q3 Results<blockquote>荷美尔食品第三季度业绩好坏参半后股价下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2164982853","media":"Benzinga","summary":"\n","content":"<p><ul>  <li><b>Hormel Foods Corp</b>&nbsp;(NYSE:HRL)&nbsp;reported third-quarter FY21 sales growth of 20.2%&nbsp;year-on-year, to $2.86 billion, beating the analyst consensus of $2.65 billion. Organic net sales improved 14%.</li>  <li>Net sales improved 25% compared to 2019 pre-pandemic levels.</li>  <li>The U.S. retail sales rose 9% Y/Y, U.S. Foodservice increased 45%, U.S. Deli climbed 12%, and International sales gained 36%.</li>  <li>The gross profit rose 0.2% Y/Y to $423.35 million with a gross margin of 14.8%.</li>  <li>The operating margin was 7.2%, and operating income for the quarter fell 17% to $207.5 million.</li>  <li>The company held $291.4 million in cash and equivalents as of July 25, 2021.</li>  <li>Net cash provided by operating activities totaled $76.5 million.</li>  <li>Adjusted EPS of $0.39 missed the analyst consensus of $0.40.</li>  <li>\"We saw significant inflationary pressure in almost all areas of our business, including raw materials, packaging, freight, labor and many other inputs during the quarter,\" said chairman, president, and CEO Jim Snee.</li>  <li><b>Outlook</b>: Hormel currently sees FY21 EPS of $1.65 - $1.69 versus the consensus of $1.71.</li>  <li>The company expects FY21 sales of $11 billion - $11.2 billion versus the consensus of $10.89 billion.</li>  <li>The company's full-year guidance reflects the full impact of the acquisition of the Planters snack nuts business.</li>  <li><b>Price Action:</b>&nbsp;HRL shares are trading lower by 3.77% at $43.95 on the last check Thursday.</li> </ul></p><p><blockquote><ul><li><b>荷美尔食品公司</b>（纽约证券交易所股票代码：HRL）报告称，2021财年第三季度销售额同比增长20.2%，达到28.6亿美元，超出分析师预期的26.5亿美元。有机净销售额增长14%。</li><li>与2019年大流行前的水平相比，净销售额增长了25%。</li><li>美国零售额同比增长9%，美国餐饮服务增长45%，美国熟食店增长12%，国际销售额增长36%。</li><li>毛利润同比增长0.2%至4.2335亿美元，毛利率为14.8%。</li><li>营业利润率为7.2%，本季度营业收入下降17%至2.075亿美元。</li><li>截至2021年7月25日，该公司持有现金及等价物2.914亿美元。</li><li>经营活动提供的净现金总计7650万美元。</li><li>调整后每股收益为0.39美元，低于分析师预期的0.40美元。</li><li>董事长、总裁兼首席执行官吉姆·斯尼(Jim Snee)表示：“本季度，我们几乎所有业务领域都面临着巨大的通胀压力，包括原材料、包装、货运、劳动力和许多其他投入。”</li><li><b>世界观</b>：荷美尔目前预计2021财年每股收益为1.65-1.69美元，而市场普遍预期为1.71美元。</li><li>该公司预计2021财年销售额为110亿至112亿美元，而市场普遍预期为108.9亿美元。</li><li>该公司的全年指引反映了收购Planters零食坚果业务的全面影响。</li><li><b>价格走势：</b>周四最后一次检查时，HRL股价下跌3.77%，至43.95美元。</li></ul></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>Hormel Foods Shares Slide After Mixed Q3 Results<blockquote>荷美尔食品第三季度业绩好坏参半后股价下跌</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; 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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\">\nHormel Foods Shares Slide After Mixed Q3 Results<blockquote>荷美尔食品第三季度业绩好坏参半后股价下跌</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 </p>\n<p class=\"h-time smaller\">2021-09-02 22:33</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><ul>  <li><b>Hormel Foods Corp</b>&nbsp;(NYSE:HRL)&nbsp;reported third-quarter FY21 sales growth of 20.2%&nbsp;year-on-year, to $2.86 billion, beating the analyst consensus of $2.65 billion. Organic net sales improved 14%.</li>  <li>Net sales improved 25% compared to 2019 pre-pandemic levels.</li>  <li>The U.S. retail sales rose 9% Y/Y, U.S. Foodservice increased 45%, U.S. Deli climbed 12%, and International sales gained 36%.</li>  <li>The gross profit rose 0.2% Y/Y to $423.35 million with a gross margin of 14.8%.</li>  <li>The operating margin was 7.2%, and operating income for the quarter fell 17% to $207.5 million.</li>  <li>The company held $291.4 million in cash and equivalents as of July 25, 2021.</li>  <li>Net cash provided by operating activities totaled $76.5 million.</li>  <li>Adjusted EPS of $0.39 missed the analyst consensus of $0.40.</li>  <li>\"We saw significant inflationary pressure in almost all areas of our business, including raw materials, packaging, freight, labor and many other inputs during the quarter,\" said chairman, president, and CEO Jim Snee.</li>  <li><b>Outlook</b>: Hormel currently sees FY21 EPS of $1.65 - $1.69 versus the consensus of $1.71.</li>  <li>The company expects FY21 sales of $11 billion - $11.2 billion versus the consensus of $10.89 billion.</li>  <li>The company's full-year guidance reflects the full impact of the acquisition of the Planters snack nuts business.</li>  <li><b>Price Action:</b>&nbsp;HRL shares are trading lower by 3.77% at $43.95 on the last check Thursday.</li> </ul></p><p><blockquote><ul><li><b>荷美尔食品公司</b>（纽约证券交易所股票代码：HRL）报告称，2021财年第三季度销售额同比增长20.2%，达到28.6亿美元，超出分析师预期的26.5亿美元。有机净销售额增长14%。</li><li>与2019年大流行前的水平相比，净销售额增长了25%。</li><li>美国零售额同比增长9%，美国餐饮服务增长45%，美国熟食店增长12%，国际销售额增长36%。</li><li>毛利润同比增长0.2%至4.2335亿美元，毛利率为14.8%。</li><li>营业利润率为7.2%，本季度营业收入下降17%至2.075亿美元。</li><li>截至2021年7月25日，该公司持有现金及等价物2.914亿美元。</li><li>经营活动提供的净现金总计7650万美元。</li><li>调整后每股收益为0.39美元，低于分析师预期的0.40美元。</li><li>董事长、总裁兼首席执行官吉姆·斯尼(Jim Snee)表示：“本季度，我们几乎所有业务领域都面临着巨大的通胀压力，包括原材料、包装、货运、劳动力和许多其他投入。”</li><li><b>世界观</b>：荷美尔目前预计2021财年每股收益为1.65-1.69美元，而市场普遍预期为1.71美元。</li><li>该公司预计2021财年销售额为110亿至112亿美元，而市场普遍预期为108.9亿美元。</li><li>该公司的全年指引反映了收购Planters零食坚果业务的全面影响。</li><li><b>价格走势：</b>周四最后一次检查时，HRL股价下跌3.77%，至43.95美元。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HRL":"荷美尔"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2164982853","content_text":"Hormel Foods Corp (NYSE:HRL) reported third-quarter FY21 sales growth of 20.2% year-on-year, to $2.86 billion, beating the analyst consensus of $2.65 billion. Organic net sales improved 14%.\nNet sales improved 25% compared to 2019 pre-pandemic levels.\nThe U.S. retail sales rose 9% Y/Y, U.S. Foodservice increased 45%, U.S. Deli climbed 12%, and International sales gained 36%.\nThe gross profit rose 0.2% Y/Y to $423.35 million with a gross margin of 14.8%.\nThe operating margin was 7.2%, and operating income for the quarter fell 17% to $207.5 million.\nThe company held $291.4 million in cash and equivalents as of July 25, 2021.\nNet cash provided by operating activities totaled $76.5 million.\nAdjusted EPS of $0.39 missed the analyst consensus of $0.40.\n\"We saw significant inflationary pressure in almost all areas of our business, including raw materials, packaging, freight, labor and many other inputs during the quarter,\" said chairman, president, and CEO Jim Snee.\nOutlook: Hormel currently sees FY21 EPS of $1.65 - $1.69 versus the consensus of $1.71.\nThe company expects FY21 sales of $11 billion - $11.2 billion versus the consensus of $10.89 billion.\nThe company's full-year guidance reflects the full impact of the acquisition of the Planters snack nuts business.\nPrice Action: HRL shares are trading lower by 3.77% at $43.95 on the last check Thursday.","news_type":1,"symbols_score_info":{"HRL":0.9}},"isVote":1,"tweetType":1,"viewCount":513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812567743,"gmtCreate":1630595438782,"gmtModify":1631886444706,"author":{"id":"3577318628836449","authorId":"3577318628836449","name":"Cfgramos","avatar":"https://static.tigerbbs.com/8e4f5dee285970cb0d50c61a4302a33f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577318628836449","idStr":"3577318628836449"},"themes":[],"htmlText":"This is good news!","listText":"This is good news!","text":"This is good news!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/812567743","repostId":"1181381939","repostType":4,"repost":{"id":"1181381939","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":1630593846,"share":"https://www.laohu8.com/m/news/1181381939?lang=zh_CN&edition=full","pubTime":"2021-09-02 22:44","market":"us","language":"en","title":"Virgin Galactic shares rose more than 4% in early trading as launching its first commercial research mission<blockquote>维珍银河股价早盘上涨逾4%，启动首个商业研究任务</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1181381939","media":"Tiger Newspress","summary":"Virgin Galactic shares rose more than 4% in early trading as launching its first commercial research","content":"<p>Virgin&nbsp;Galactic&nbsp;shares&nbsp;rose&nbsp;more&nbsp;than&nbsp;4%&nbsp;in&nbsp;early&nbsp;trading&nbsp;as&nbsp;launching its first commercial research mission.</p><p><blockquote>由于启动了首个商业研究任务，维珍银河股价早盘上涨超过4%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a6d64190bbae434b9d30637c02711102\" tg-width=\"894\" tg-height=\"592\" referrerpolicy=\"no-referrer\">Virgin Galactic Holdings Inc is launching its first commercial research mission named “Unity 23” along with the Italian Air Force to the edge of space, it said on Thursday.</p><p><blockquote>维珍银河控股公司周四表示，将与意大利空军一起向太空边缘发射首个名为“Unity 23”的商业研究任务。</blockquote></p><p> The space travel company has set late September or early October as the time for the mission that will carry three paying crew members from the Air Force and the Rome-based government agency National Research Council.</p><p><blockquote>这家太空旅行公司已将9月底或10月初定为执行任务的时间，该任务将搭载来自空军和总部位于罗马的政府机构国家研究委员会的三名付费机组人员。</blockquote></p><p> The crew will study the effect on the human body as they move from gravity to a low-gravity atmosphere and provide insights for future spaceflight systems and technologies.</p><p><blockquote>机组人员将研究从重力环境转移到低重力环境时对人体的影响，并为未来的航天系统和技术提供见解。</blockquote></p><p> The mission follows a successful first crewed test flight to space by Virgin Galactic’s passenger rocket in July.</p><p><blockquote>此前，维珍银河的客运火箭于7月成功进行了首次载人太空试飞。</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>Virgin Galactic shares rose more than 4% in early trading as launching its first commercial research mission<blockquote>维珍银河股价早盘上涨逾4%，启动首个商业研究任务</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\">\nVirgin Galactic shares rose more than 4% in early trading as launching its first commercial research mission<blockquote>维珍银河股价早盘上涨逾4%，启动首个商业研究任务</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-09-02 22:44</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Virgin&nbsp;Galactic&nbsp;shares&nbsp;rose&nbsp;more&nbsp;than&nbsp;4%&nbsp;in&nbsp;early&nbsp;trading&nbsp;as&nbsp;launching its first commercial research mission.</p><p><blockquote>由于启动了首个商业研究任务，维珍银河股价早盘上涨超过4%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a6d64190bbae434b9d30637c02711102\" tg-width=\"894\" tg-height=\"592\" referrerpolicy=\"no-referrer\">Virgin Galactic Holdings Inc is launching its first commercial research mission named “Unity 23” along with the Italian Air Force to the edge of space, it said on Thursday.</p><p><blockquote>维珍银河控股公司周四表示，将与意大利空军一起向太空边缘发射首个名为“Unity 23”的商业研究任务。</blockquote></p><p> The space travel company has set late September or early October as the time for the mission that will carry three paying crew members from the Air Force and the Rome-based government agency National Research Council.</p><p><blockquote>这家太空旅行公司已将9月底或10月初定为执行任务的时间，该任务将搭载来自空军和总部位于罗马的政府机构国家研究委员会的三名付费机组人员。</blockquote></p><p> The crew will study the effect on the human body as they move from gravity to a low-gravity atmosphere and provide insights for future spaceflight systems and technologies.</p><p><blockquote>机组人员将研究从重力环境转移到低重力环境时对人体的影响，并为未来的航天系统和技术提供见解。</blockquote></p><p> The mission follows a successful first crewed test flight to space by Virgin Galactic’s passenger rocket in July.</p><p><blockquote>此前，维珍银河的客运火箭于7月成功进行了首次载人太空试飞。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPCE":"维珍银河"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181381939","content_text":"Virgin Galactic shares rose more than 4% in early trading as launching its first commercial research mission.\nVirgin Galactic Holdings Inc is launching its first commercial research mission named “Unity 23” along with the Italian Air Force to the edge of space, it said on Thursday.\nThe space travel company has set late September or early October as the time for the mission that will carry three paying crew members from the Air Force and the Rome-based government agency National Research Council.\nThe crew will study the effect on the human body as they move from gravity to a low-gravity atmosphere and provide insights for future spaceflight systems and technologies.\nThe mission follows a successful first crewed test flight to space by Virgin Galactic’s passenger rocket in July.","news_type":1,"symbols_score_info":{"SPCE":0.9}},"isVote":1,"tweetType":1,"viewCount":884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816230111,"gmtCreate":1630502974433,"gmtModify":1631886444717,"author":{"id":"3577318628836449","authorId":"3577318628836449","name":"Cfgramos","avatar":"https://static.tigerbbs.com/8e4f5dee285970cb0d50c61a4302a33f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577318628836449","idStr":"3577318628836449"},"themes":[],"htmlText":"This is good advise!","listText":"This is good advise!","text":"This is good advise!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/816230111","repostId":"2164420891","repostType":4,"isVote":1,"tweetType":1,"viewCount":658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819871852,"gmtCreate":1630059416276,"gmtModify":1704955323689,"author":{"id":"3577318628836449","authorId":"3577318628836449","name":"Cfgramos","avatar":"https://static.tigerbbs.com/8e4f5dee285970cb0d50c61a4302a33f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577318628836449","idStr":"3577318628836449"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>What a long HODL 😞","listText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>What a long HODL 😞","text":"$Bionano Genomics(BNGO)$What a long HODL 😞","images":[{"img":"https://static.tigerbbs.com/4149515596e0f4dd645f655067e2abb0","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/819871852","isVote":1,"tweetType":1,"viewCount":768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":819873115,"gmtCreate":1630059277637,"gmtModify":1704955321426,"author":{"id":"3577318628836449","authorId":"3577318628836449","name":"Cfgramos","avatar":"https://static.tigerbbs.com/8e4f5dee285970cb0d50c61a4302a33f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577318628836449","idStr":"3577318628836449"},"themes":[],"htmlText":"This is really&nbsp;a very nice and generous move from AirBnb. Let’s support this!","listText":"This is really&nbsp;a very nice and generous move from AirBnb. Let’s support this!","text":"This is really a very nice and generous move from AirBnb. Let’s support this!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/819873115","repostId":"1172124726","repostType":4,"repost":{"id":"1172124726","kind":"news","pubTimestamp":1630058225,"share":"https://www.laohu8.com/m/news/1172124726?lang=zh_CN&edition=full","pubTime":"2021-08-27 17:57","market":"us","language":"en","title":"Airbnb allowing anyone to host Afghanistan refugees, not just hosts<blockquote>爱彼迎允许任何人收容阿富汗难民，而不仅仅是东道国</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1172124726","media":"FOX Business","summary":"Airbnb, Inc. is allowing anyone around the world to host refugees from Afghanistan through the vacat","content":"<p><a href=\"https://laohu8.com/S/ABNB\">Airbnb, Inc.</a> is allowing anyone around the world to host refugees from&nbsp;Afghanistan&nbsp;through the vacation&nbsp;rental platform&nbsp;rather than just regular hosts.</p><p><blockquote><a href=\"https://laohu8.com/S/ABNB\">爱彼迎公司。</a>允许世界各地的任何人通过度假租赁平台接待来自阿富汗的难民，而不仅仅是普通的东道主。</blockquote></p><p> The announcement comes after the company said Tuesday that it would be covering the cost of temporary housing for 20,000 refugees&nbsp;in an effort to help them escape the rule of the Taliban and resettle in safer areas around the world as the U.S. military withdraws from the country.</p><p><blockquote>此前，该公司周二表示，将支付2万名难民的临时住房费用，以帮助他们在美军撤出该国时逃离塔利班统治并在世界各地更安全的地区重新安置。</blockquote></p><p> The platform saw \"enormous interest\" from those willing to help house refugees, spokesperson Faith Hoffmeyer told FOX Business.</p><p><blockquote>发言人费思·霍夫迈尔(Faith Hoffmeyer)告诉福克斯商业频道，该平台引起了那些愿意帮助收容难民的人的“极大兴趣”。</blockquote></p><p> \"So, as of this morning, Airbnb is making it possible for anyone — not only current Airbnb Hosts — to sign up to house Afghan refugees on Airbnb.org. Anyone can go to Airbnb.org/refugees to support the effort,\" she said.</p><p><blockquote>“因此，从今天早上开始，爱彼迎正在让任何人——不仅仅是目前的爱彼迎东道主——都可以在Airbnb.org上注册收容阿富汗难民。任何人都可以去Airbnb.org/refugees支持这一努力，”她说。</blockquote></p><p> Airbnb will waive all fees for those existing Airbnb hosts and anyone else who has extra space to temporarily house refugees at a discounted price or free of charge, according to a press release. Those who cannot rent out or provide free space can also donate to Airbnb to support the effort.</p><p><blockquote>根据一份新闻稿，爱彼迎将免除现有爱彼迎东道主以及任何有额外空间以折扣价或免费临时安置难民的人的所有费用。那些无法出租或提供免费空间的人也可以向爱彼迎捐款来支持这项工作。</blockquote></p><p> \"In many cases, we have heard from people who want to offer their space free of charge,\" the company said in a press release. \"The response has been overwhelming and today we’re sharing more details on how people can help us expand on efforts to meet this unprecedented need for temporary, emergency stays for refugees arriving from Afghanistan.\"</p><p><blockquote>该公司在一份新闻稿中表示：“在许多情况下，我们收到了想要免费提供空间的人的来信。”“反响热烈，今天我们分享更多细节，了解人们如何帮助我们扩大努力，满足来自阿富汗的难民对临时紧急居留的前所未有的需求。”</blockquote></p><p> Airbnb partnered with International Rescue Committee, HIAS and Church World Service to make the housing program possible.</p><p><blockquote>爱彼迎与国际救援委员会、HIAS和教会世界服务社合作，使住房计划成为可能。</blockquote></p><p> Approximately 25,000 refugees have stayed in Airbnb rentals over the past four years, the rental service said.</p><p><blockquote>租赁服务机构表示，在过去的四年里，大约有25,000名难民住在爱彼迎的出租屋里。</blockquote></p><p></p>","source":"lsy1602566126337","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>Airbnb allowing anyone to host Afghanistan refugees, not just hosts<blockquote>爱彼迎允许任何人收容阿富汗难民，而不仅仅是东道国</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\">\nAirbnb allowing anyone to host Afghanistan refugees, not just hosts<blockquote>爱彼迎允许任何人收容阿富汗难民，而不仅仅是东道国</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">FOX Business</strong><span class=\"h-time small\">2021-08-27 17:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/ABNB\">Airbnb, Inc.</a> is allowing anyone around the world to host refugees from&nbsp;Afghanistan&nbsp;through the vacation&nbsp;rental platform&nbsp;rather than just regular hosts.</p><p><blockquote><a href=\"https://laohu8.com/S/ABNB\">爱彼迎公司。</a>允许世界各地的任何人通过度假租赁平台接待来自阿富汗的难民，而不仅仅是普通的东道主。</blockquote></p><p> The announcement comes after the company said Tuesday that it would be covering the cost of temporary housing for 20,000 refugees&nbsp;in an effort to help them escape the rule of the Taliban and resettle in safer areas around the world as the U.S. military withdraws from the country.</p><p><blockquote>此前，该公司周二表示，将支付2万名难民的临时住房费用，以帮助他们在美军撤出该国时逃离塔利班统治并在世界各地更安全的地区重新安置。</blockquote></p><p> The platform saw \"enormous interest\" from those willing to help house refugees, spokesperson Faith Hoffmeyer told FOX Business.</p><p><blockquote>发言人费思·霍夫迈尔(Faith Hoffmeyer)告诉福克斯商业频道，该平台引起了那些愿意帮助收容难民的人的“极大兴趣”。</blockquote></p><p> \"So, as of this morning, Airbnb is making it possible for anyone — not only current Airbnb Hosts — to sign up to house Afghan refugees on Airbnb.org. Anyone can go to Airbnb.org/refugees to support the effort,\" she said.</p><p><blockquote>“因此，从今天早上开始，爱彼迎正在让任何人——不仅仅是目前的爱彼迎东道主——都可以在Airbnb.org上注册收容阿富汗难民。任何人都可以去Airbnb.org/refugees支持这一努力，”她说。</blockquote></p><p> Airbnb will waive all fees for those existing Airbnb hosts and anyone else who has extra space to temporarily house refugees at a discounted price or free of charge, according to a press release. Those who cannot rent out or provide free space can also donate to Airbnb to support the effort.</p><p><blockquote>根据一份新闻稿，爱彼迎将免除现有爱彼迎东道主以及任何有额外空间以折扣价或免费临时安置难民的人的所有费用。那些无法出租或提供免费空间的人也可以向爱彼迎捐款来支持这项工作。</blockquote></p><p> \"In many cases, we have heard from people who want to offer their space free of charge,\" the company said in a press release. \"The response has been overwhelming and today we’re sharing more details on how people can help us expand on efforts to meet this unprecedented need for temporary, emergency stays for refugees arriving from Afghanistan.\"</p><p><blockquote>该公司在一份新闻稿中表示：“在许多情况下，我们收到了想要免费提供空间的人的来信。”“反响热烈，今天我们分享更多细节，了解人们如何帮助我们扩大努力，满足来自阿富汗的难民对临时紧急居留的前所未有的需求。”</blockquote></p><p> Airbnb partnered with International Rescue Committee, HIAS and Church World Service to make the housing program possible.</p><p><blockquote>爱彼迎与国际救援委员会、HIAS和教会世界服务社合作，使住房计划成为可能。</blockquote></p><p> Approximately 25,000 refugees have stayed in Airbnb rentals over the past four years, the rental service said.</p><p><blockquote>租赁服务机构表示，在过去的四年里，大约有25,000名难民住在爱彼迎的出租屋里。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.foxbusiness.com/technology/airbnb-anyone-host-afghanistan-refugees\">FOX Business</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":{"ABNB":"爱彼迎"},"source_url":"https://www.foxbusiness.com/technology/airbnb-anyone-host-afghanistan-refugees","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172124726","content_text":"Airbnb, Inc. is allowing anyone around the world to host refugees from Afghanistan through the vacation rental platform rather than just regular hosts.\nThe announcement comes after the company said Tuesday that it would be covering the cost of temporary housing for 20,000 refugees in an effort to help them escape the rule of the Taliban and resettle in safer areas around the world as the U.S. military withdraws from the country.\nThe platform saw \"enormous interest\" from those willing to help house refugees, spokesperson Faith Hoffmeyer told FOX Business.\n\"So, as of this morning, Airbnb is making it possible for anyone — not only current Airbnb Hosts — to sign up to house Afghan refugees on Airbnb.org. Anyone can go to Airbnb.org/refugees to support the effort,\" she said.\nAirbnb will waive all fees for those existing Airbnb hosts and anyone else who has extra space to temporarily house refugees at a discounted price or free of charge, according to a press release. Those who cannot rent out or provide free space can also donate to Airbnb to support the effort.\n\"In many cases, we have heard from people who want to offer their space free of charge,\" the company said in a press release. \"The response has been overwhelming and today we’re sharing more details on how people can help us expand on efforts to meet this unprecedented need for temporary, emergency stays for refugees arriving from Afghanistan.\"\nAirbnb partnered with International Rescue Committee, HIAS and Church World Service to make the housing program possible.\nApproximately 25,000 refugees have stayed in Airbnb rentals over the past four years, the rental service said.","news_type":1,"symbols_score_info":{"ABNB":0.9}},"isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834821748,"gmtCreate":1629791540884,"gmtModify":1631886444752,"author":{"id":"3577318628836449","authorId":"3577318628836449","name":"Cfgramos","avatar":"https://static.tigerbbs.com/8e4f5dee285970cb0d50c61a4302a33f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577318628836449","idStr":"3577318628836449"},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/834821748","repostId":"1122739381","repostType":4,"isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":108995737,"gmtCreate":1619972019229,"gmtModify":1631887793199,"author":{"id":"3577318628836449","authorId":"3577318628836449","name":"Cfgramos","avatar":"https://static.tigerbbs.com/8e4f5dee285970cb0d50c61a4302a33f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577318628836449","idStr":"3577318628836449"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>Sigh, will just average this…","listText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>Sigh, will just average this…","text":"$Bionano Genomics(BNGO)$Sigh, will just average this…","images":[{"img":"https://static.tigerbbs.com/dc19cf038e4262a131e980a5241981d9","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/108995737","isVote":1,"tweetType":1,"viewCount":1075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":114340820,"gmtCreate":1623053521260,"gmtModify":1634095820993,"author":{"id":"3577318628836449","authorId":"3577318628836449","name":"Cfgramos","avatar":"https://static.tigerbbs.com/8e4f5dee285970cb0d50c61a4302a33f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577318628836449","idStr":"3577318628836449"},"themes":[],"htmlText":"Looking forward to this WWDC, exciting times ahead!","listText":"Looking forward to this WWDC, exciting times ahead!","text":"Looking forward to this WWDC, exciting times ahead!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/114340820","repostId":"1184606456","repostType":4,"isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884660240,"gmtCreate":1631887371680,"gmtModify":1632805563940,"author":{"id":"3577318628836449","authorId":"3577318628836449","name":"Cfgramos","avatar":"https://static.tigerbbs.com/8e4f5dee285970cb0d50c61a4302a33f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577318628836449","idStr":"3577318628836449"},"themes":[],"htmlText":"May the best streaming service win! And right now I’m subscribed to Netflix, Disney andAmazon Prime Video! 😆","listText":"May the best streaming service win! And right now I’m subscribed to Netflix, Disney andAmazon Prime Video! 😆","text":"May the best streaming service win! And right now I’m subscribed to Netflix, Disney andAmazon Prime Video! 😆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/884660240","repostId":"2168783315","repostType":4,"isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176364749,"gmtCreate":1626864125381,"gmtModify":1631889897861,"author":{"id":"3577318628836449","authorId":"3577318628836449","name":"Cfgramos","avatar":"https://static.tigerbbs.com/8e4f5dee285970cb0d50c61a4302a33f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577318628836449","idStr":"3577318628836449"},"themes":[],"htmlText":"Stay safe everyone!","listText":"Stay safe everyone!","text":"Stay safe everyone!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/176364749","repostId":"1113907741","repostType":4,"isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888168422,"gmtCreate":1631458072766,"gmtModify":1631883823940,"author":{"id":"3577318628836449","authorId":"3577318628836449","name":"Cfgramos","avatar":"https://static.tigerbbs.com/8e4f5dee285970cb0d50c61a4302a33f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577318628836449","idStr":"3577318628836449"},"themes":[],"htmlText":"Apple will always emerge a victory&nbsp;","listText":"Apple will always emerge a victory&nbsp;","text":"Apple will always emerge a victory","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/888168422","repostId":"2166370857","repostType":4,"isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170403333,"gmtCreate":1626444409022,"gmtModify":1631892504289,"author":{"id":"3577318628836449","authorId":"3577318628836449","name":"Cfgramos","avatar":"https://static.tigerbbs.com/8e4f5dee285970cb0d50c61a4302a33f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577318628836449","idStr":"3577318628836449"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SPCE\">$Virgin Galactic(SPCE)$</a>Sad that it’s going down though 😭","listText":"<a href=\"https://laohu8.com/S/SPCE\">$Virgin Galactic(SPCE)$</a>Sad that it’s going down though 😭","text":"$Virgin Galactic(SPCE)$Sad that it’s going down though 😭","images":[{"img":"https://static.tigerbbs.com/6628d0ea8924f11024837a47e1d3ca89","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/170403333","isVote":1,"tweetType":1,"viewCount":726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":375502045,"gmtCreate":1619356769687,"gmtModify":1634274039524,"author":{"id":"3577318628836449","authorId":"3577318628836449","name":"Cfgramos","avatar":"https://static.tigerbbs.com/8e4f5dee285970cb0d50c61a4302a33f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577318628836449","idStr":"3577318628836449"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TUYA\">$Tuya Inc.(TUYA)$</a>Will just keep on waiting 😑","listText":"<a href=\"https://laohu8.com/S/TUYA\">$Tuya Inc.(TUYA)$</a>Will just keep on waiting 😑","text":"$Tuya Inc.(TUYA)$Will just keep on waiting 😑","images":[{"img":"https://static.tigerbbs.com/f640ccd147c0e3678cedb55a0c62bb4e","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/375502045","isVote":1,"tweetType":1,"viewCount":880,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":895490842,"gmtCreate":1628762461786,"gmtModify":1631885123040,"author":{"id":"3577318628836449","authorId":"3577318628836449","name":"Cfgramos","avatar":"https://static.tigerbbs.com/8e4f5dee285970cb0d50c61a4302a33f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577318628836449","idStr":"3577318628836449"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>Just waiting until it’s&nbsp;ready..","listText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>Just waiting until it’s&nbsp;ready..","text":"$Clover Health Corp(CLOV)$Just waiting until it’s ready..","images":[{"img":"https://static.tigerbbs.com/180f0e6be88eeb0a8f45f0b77db0a2a8","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/895490842","isVote":1,"tweetType":1,"viewCount":750,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":117434755,"gmtCreate":1623156428977,"gmtModify":1634036378007,"author":{"id":"3577318628836449","authorId":"3577318628836449","name":"Cfgramos","avatar":"https://static.tigerbbs.com/8e4f5dee285970cb0d50c61a4302a33f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577318628836449","idStr":"3577318628836449"},"themes":[],"htmlText":"Apple and it’s commitment to privacy is justamazing. In the meantime while we use FB and Instagram for free, FB is making money off our personal data, scary!","listText":"Apple and it’s commitment to privacy is justamazing. In the meantime while we use FB and Instagram for free, FB is making money off our personal data, scary!","text":"Apple and it’s commitment to privacy is justamazing. In the meantime while we use FB and Instagram for free, FB is making money off our personal data, scary!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/117434755","repostId":"1195023067","repostType":4,"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":137360386,"gmtCreate":1622300953145,"gmtModify":1631889164129,"author":{"id":"3577318628836449","authorId":"3577318628836449","name":"Cfgramos","avatar":"https://static.tigerbbs.com/8e4f5dee285970cb0d50c61a4302a33f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577318628836449","idStr":"3577318628836449"},"themes":[],"htmlText":"I love Costco Food Courts&nbsp;and I surely miss the $1.50 Hotdog. Now if we only we have ithere in SG…","listText":"I love Costco Food Courts&nbsp;and I surely miss the $1.50 Hotdog. Now if we only we have ithere in SG…","text":"I love Costco Food Courts and I surely miss the $1.50 Hotdog. Now if we only we have ithere in SG…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/137360386","repostId":"2138488761","repostType":4,"isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807888641,"gmtCreate":1628029286483,"gmtModify":1631889897842,"author":{"id":"3577318628836449","authorId":"3577318628836449","name":"Cfgramos","avatar":"https://static.tigerbbs.com/8e4f5dee285970cb0d50c61a4302a33f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577318628836449","idStr":"3577318628836449"},"themes":[],"htmlText":"Hopefully it will encourage more NYorkers to get vaccinated&nbsp;","listText":"Hopefully it will encourage more NYorkers to get vaccinated&nbsp;","text":"Hopefully it will encourage more NYorkers to get vaccinated","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/807888641","repostId":"1140857457","repostType":4,"repost":{"id":"1140857457","kind":"news","pubTimestamp":1628004417,"share":"https://www.laohu8.com/m/news/1140857457?lang=zh_CN&edition=full","pubTime":"2021-08-03 23:26","market":"us","language":"en","title":"NYC Orders Restaurants And Gyms To Demand Proof Of Vaccination From All Customers<blockquote>纽约市命令餐馆和健身房要求所有顾客提供疫苗接种证明</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140857457","media":"zerohedge","summary":"Maybe it was the rarelaudatory op-ed in the thoroughly anti-de Blasio New York Postthat inspired the","content":"<p>Maybe it was the rarelaudatory op-ed in the thoroughly anti-de Blasio New York Postthat inspired the mayor to impose even more restrictive COVID measures, but after being criticized for his refusal to order mandatory masking in NYC, Mayor Bill de Blasio is reportedly planning new measures that double-down on his \"vaccine-focused\" approach to combating the delta variant.</p><p><blockquote>也许是彻底反白思豪的《纽约邮报》上罕见的赞扬性专栏激发了市长实施更具限制性的COVID措施，但在因拒绝在纽约市下令强制佩戴口罩而受到批评后，据报道，市长白思豪正在计划新措施，加倍强调他“以疫苗为中心”的方法来应对德尔塔变异毒株。</blockquote></p><p> Afterthe Bay Area and Louisianaeach adopted mandatory mask rules, it appears Mayor De Blasio is doubling-down on his vaccine-focused approach, ordering even more restrictive policies. According tothe NYT,the mayor plans to announced that NYC will require proof of vaccination for people participating in a range of indoor activities, from indoor dining to going to the gyms and performances on Broadway and elsewhere. The mayor's plan is \"his latest attempt to spur more vaccinations\", the NYT said, as the city's adult vaccination rate hovers at just 66%.</p><p><blockquote>在湾区和路易斯安那州都通过了强制性口罩规定后，市长白思豪似乎加倍了他以疫苗为重点的方法，下令采取更严格的政策。据NYT报道，市长计划宣布，纽约市将要求参加一系列室内活动的人提供疫苗接种证明，从室内用餐到去健身房以及在百老汇和其他地方的表演。NYT表示，市长的计划是“他刺激更多疫苗接种的最新尝试”，因为该市的成人疫苗接种率仅徘徊在66%。</blockquote></p><p> To facilitate this, NYC will be creating its own vaccine passport. Notably, the unvaccinated will still be allowed to dine outdoors.</p><p><blockquote>为了促进这一点，纽约市将创建自己的疫苗护照。值得注意的是，未接种疫苗的人仍将被允许在户外用餐。</blockquote></p><p>   As part of the new program, New York City will create a health pass called the “Key to NYC Pass” to provide proof of vaccination required for workers and customers at indoor dining, gyms, entertainment and performances.  This measure is similar to a policy imposed in France by President Emmanuel Macron his health advisors. The NYT said the policy allegedly inspired millions in France to book vaccination appointments.</p><p><blockquote>作为新计划的一部分，纽约市将创建一种名为“纽约市通行证之钥”的健康通行证，为室内餐厅、健身房、娱乐和表演场所的工作人员和顾客提供所需的疫苗接种证明。这项措施类似于法国总统埃马纽埃尔·马克龙及其健康顾问在法国实施的政策。NYT表示，这项政策据称激励了数百万法国人预约疫苗接种。</blockquote></p><p>   In France, people will soon have to show a health pass — providing proof of vaccination or a recent negative test — to visit indoor bars, restaurants and gyms. It has already been implemented at amusement parks, theaters and venues hosting more than 50 people. In New York City, proof of vaccination will be required and there will be no testing option.The restrictions in France&nbsp;prompted millions of people to book vaccine appointments&nbsp;and also sparked a&nbsp;series of protests&nbsp;among people who said it infringed on their personal liberties.  The program will start later this month after a transition period, will take full effect in mid-September when schools are expected to reopen and more workers could start returning to offices. So, anybody who wants to work out in NYC gyms will need to be vaccinated. Notably, Equinox and SoulCycle, two of the more popular upscale gym chains operating in the city, said earlier this week that they would require proof of vaccination.</p><p><blockquote>在法国，人们很快就必须出示健康通行证——提供疫苗接种证明或最近的阴性测试——才能去室内酒吧、餐馆和健身房。它已经在游乐园、剧院和容纳50人以上的场所实施。在纽约市，将需要疫苗接种证明，并且没有测试选项。法国的限制促使数百万人预约疫苗接种，也引发了人们的一系列抗议活动，他们表示这侵犯了他们的个人自由。该计划将在过渡期后于本月晚些时候启动，并将于9月中旬全面生效，届时学校预计将重新开放，更多员工可能开始返回办公室。因此，任何想在纽约健身房锻炼的人都需要接种疫苗。值得注意的是，在该市运营的两家更受欢迎的高档健身房连锁店Equinox和SoulCycle本周早些时候表示，他们将要求提供疫苗接种证明。</blockquote></p><p> Per the NYT, \"the policy is similar to mandates issued in France and Italy last month and is believed to be the first of its kind in the United States.\"</p><p><blockquote>据《纽约时报》报道，“该政策与法国和意大利上个月发布的命令类似，据信是美国首个此类政策。”</blockquote></p><p> Some critics, including Donald Trump Jr., slammed the policy as creating a two-tiered society.</p><p><blockquote>包括小唐纳德·特朗普（Donald Trump Jr.）在内的一些批评者抨击该政策创造了一个双层社会。</blockquote></p><p>   Democrats and the media want a two-tiered society where millions of law-abiding Americans are segregated and discriminated against.    This is what actual fascism looks like!!!https://t.co/lhAst4sGtW— Donald Trump Jr. (@DonaldJTrumpJr)August 3, 2021  We wonder how differently this effort would be perceived if the headline was<i><b>\"De Blasio Orders Restaurants to Deny Access To 1 In 7 Black New Yorkers\"</b></i></p><p><blockquote>民主党人和媒体想要一个双层社会，在这个社会中，数百万守法的美国人被隔离和歧视。这就是真正的法西斯主义的样子！！！https：//t.co/lhAst4sGtW-小唐纳德·特朗普(@DonaldJTrumpJr)2021年8月3日我们想知道，如果标题是，人们对这一努力的看法会有多么不同<i><b>“白思豪命令餐馆拒绝七分之一的纽约黑人进入”</b></i></blockquote></p><p> <img src=\"https://static.tigerbbs.com/cfeebc676150e2a825314b7b11287fdf\" tg-width=\"1009\" tg-height=\"754\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Mayor de Blasio has been reluctant to reinstate mandatory masking despite the criticism, though he did \"encourage\" New Yorkers to wear masks. It looks like this decision to \"double down\" on the vaccine first approach is an attempt to one-up the mayor's critics. And as the NY Post points out, the mayor might be on to something: As the NYP explains, \"requiring even the vaxxed to mask up eliminates a major incentive to get jabbed in the first place, and increasing vax rates is the best way to keep COVID from doing deeper damage.\"</p><p><blockquote>尽管受到批评，市长白思豪一直不愿意恢复强制戴口罩，尽管他确实“鼓励”纽约人戴口罩。看起来这个在疫苗优先的方法上“加倍努力”的决定是为了胜过市长的批评者。正如《纽约邮报》指出的那样，市长可能是对的：正如《纽约时报》解释的那样，“要求即使是vaxxed也要戴口罩，首先消除了被戳的主要动机，而提高vax率是最好的方法防止新冠病毒造成更深的损害。”</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>NYC Orders Restaurants And Gyms To Demand Proof Of Vaccination From All Customers<blockquote>纽约市命令餐馆和健身房要求所有顾客提供疫苗接种证明</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\">\nNYC Orders Restaurants And Gyms To Demand Proof Of Vaccination From All Customers<blockquote>纽约市命令餐馆和健身房要求所有顾客提供疫苗接种证明</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-08-03 23:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Maybe it was the rarelaudatory op-ed in the thoroughly anti-de Blasio New York Postthat inspired the mayor to impose even more restrictive COVID measures, but after being criticized for his refusal to order mandatory masking in NYC, Mayor Bill de Blasio is reportedly planning new measures that double-down on his \"vaccine-focused\" approach to combating the delta variant.</p><p><blockquote>也许是彻底反白思豪的《纽约邮报》上罕见的赞扬性专栏激发了市长实施更具限制性的COVID措施，但在因拒绝在纽约市下令强制佩戴口罩而受到批评后，据报道，市长白思豪正在计划新措施，加倍强调他“以疫苗为中心”的方法来应对德尔塔变异毒株。</blockquote></p><p> Afterthe Bay Area and Louisianaeach adopted mandatory mask rules, it appears Mayor De Blasio is doubling-down on his vaccine-focused approach, ordering even more restrictive policies. According tothe NYT,the mayor plans to announced that NYC will require proof of vaccination for people participating in a range of indoor activities, from indoor dining to going to the gyms and performances on Broadway and elsewhere. The mayor's plan is \"his latest attempt to spur more vaccinations\", the NYT said, as the city's adult vaccination rate hovers at just 66%.</p><p><blockquote>在湾区和路易斯安那州都通过了强制性口罩规定后，市长白思豪似乎加倍了他以疫苗为重点的方法，下令采取更严格的政策。据NYT报道，市长计划宣布，纽约市将要求参加一系列室内活动的人提供疫苗接种证明，从室内用餐到去健身房以及在百老汇和其他地方的表演。NYT表示，市长的计划是“他刺激更多疫苗接种的最新尝试”，因为该市的成人疫苗接种率仅徘徊在66%。</blockquote></p><p> To facilitate this, NYC will be creating its own vaccine passport. Notably, the unvaccinated will still be allowed to dine outdoors.</p><p><blockquote>为了促进这一点，纽约市将创建自己的疫苗护照。值得注意的是，未接种疫苗的人仍将被允许在户外用餐。</blockquote></p><p>   As part of the new program, New York City will create a health pass called the “Key to NYC Pass” to provide proof of vaccination required for workers and customers at indoor dining, gyms, entertainment and performances.  This measure is similar to a policy imposed in France by President Emmanuel Macron his health advisors. The NYT said the policy allegedly inspired millions in France to book vaccination appointments.</p><p><blockquote>作为新计划的一部分，纽约市将创建一种名为“纽约市通行证之钥”的健康通行证，为室内餐厅、健身房、娱乐和表演场所的工作人员和顾客提供所需的疫苗接种证明。这项措施类似于法国总统埃马纽埃尔·马克龙及其健康顾问在法国实施的政策。NYT表示，这项政策据称激励了数百万法国人预约疫苗接种。</blockquote></p><p>   In France, people will soon have to show a health pass — providing proof of vaccination or a recent negative test — to visit indoor bars, restaurants and gyms. It has already been implemented at amusement parks, theaters and venues hosting more than 50 people. In New York City, proof of vaccination will be required and there will be no testing option.The restrictions in France&nbsp;prompted millions of people to book vaccine appointments&nbsp;and also sparked a&nbsp;series of protests&nbsp;among people who said it infringed on their personal liberties.  The program will start later this month after a transition period, will take full effect in mid-September when schools are expected to reopen and more workers could start returning to offices. So, anybody who wants to work out in NYC gyms will need to be vaccinated. Notably, Equinox and SoulCycle, two of the more popular upscale gym chains operating in the city, said earlier this week that they would require proof of vaccination.</p><p><blockquote>在法国，人们很快就必须出示健康通行证——提供疫苗接种证明或最近的阴性测试——才能去室内酒吧、餐馆和健身房。它已经在游乐园、剧院和容纳50人以上的场所实施。在纽约市，将需要疫苗接种证明，并且没有测试选项。法国的限制促使数百万人预约疫苗接种，也引发了人们的一系列抗议活动，他们表示这侵犯了他们的个人自由。该计划将在过渡期后于本月晚些时候启动，并将于9月中旬全面生效，届时学校预计将重新开放，更多员工可能开始返回办公室。因此，任何想在纽约健身房锻炼的人都需要接种疫苗。值得注意的是，在该市运营的两家更受欢迎的高档健身房连锁店Equinox和SoulCycle本周早些时候表示，他们将要求提供疫苗接种证明。</blockquote></p><p> Per the NYT, \"the policy is similar to mandates issued in France and Italy last month and is believed to be the first of its kind in the United States.\"</p><p><blockquote>据《纽约时报》报道，“该政策与法国和意大利上个月发布的命令类似，据信是美国首个此类政策。”</blockquote></p><p> Some critics, including Donald Trump Jr., slammed the policy as creating a two-tiered society.</p><p><blockquote>包括小唐纳德·特朗普（Donald Trump Jr.）在内的一些批评者抨击该政策创造了一个双层社会。</blockquote></p><p>   Democrats and the media want a two-tiered society where millions of law-abiding Americans are segregated and discriminated against.    This is what actual fascism looks like!!!https://t.co/lhAst4sGtW— Donald Trump Jr. (@DonaldJTrumpJr)August 3, 2021  We wonder how differently this effort would be perceived if the headline was<i><b>\"De Blasio Orders Restaurants to Deny Access To 1 In 7 Black New Yorkers\"</b></i></p><p><blockquote>民主党人和媒体想要一个双层社会，在这个社会中，数百万守法的美国人被隔离和歧视。这就是真正的法西斯主义的样子！！！https：//t.co/lhAst4sGtW-小唐纳德·特朗普(@DonaldJTrumpJr)2021年8月3日我们想知道，如果标题是，人们对这一努力的看法会有多么不同<i><b>“白思豪命令餐馆拒绝七分之一的纽约黑人进入”</b></i></blockquote></p><p> <img src=\"https://static.tigerbbs.com/cfeebc676150e2a825314b7b11287fdf\" tg-width=\"1009\" tg-height=\"754\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Mayor de Blasio has been reluctant to reinstate mandatory masking despite the criticism, though he did \"encourage\" New Yorkers to wear masks. It looks like this decision to \"double down\" on the vaccine first approach is an attempt to one-up the mayor's critics. And as the NY Post points out, the mayor might be on to something: As the NYP explains, \"requiring even the vaxxed to mask up eliminates a major incentive to get jabbed in the first place, and increasing vax rates is the best way to keep COVID from doing deeper damage.\"</p><p><blockquote>尽管受到批评，市长白思豪一直不愿意恢复强制戴口罩，尽管他确实“鼓励”纽约人戴口罩。看起来这个在疫苗优先的方法上“加倍努力”的决定是为了胜过市长的批评者。正如《纽约邮报》指出的那样，市长可能是对的：正如《纽约时报》解释的那样，“要求即使是vaxxed也要戴口罩，首先消除了被戳的主要动机，而提高vax率是最好的方法防止新冠病毒造成更深的损害。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/covid-19/nyc-orders-restaurants-and-gyms-demand-proof-vaccination-all-customers?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/covid-19/nyc-orders-restaurants-and-gyms-demand-proof-vaccination-all-customers?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140857457","content_text":"Maybe it was the rarelaudatory op-ed in the thoroughly anti-de Blasio New York Postthat inspired the mayor to impose even more restrictive COVID measures, but after being criticized for his refusal to order mandatory masking in NYC, Mayor Bill de Blasio is reportedly planning new measures that double-down on his \"vaccine-focused\" approach to combating the delta variant.\nAfterthe Bay Area and Louisianaeach adopted mandatory mask rules, it appears Mayor De Blasio is doubling-down on his vaccine-focused approach, ordering even more restrictive policies. According tothe NYT,the mayor plans to announced that NYC will require proof of vaccination for people participating in a range of indoor activities, from indoor dining to going to the gyms and performances on Broadway and elsewhere. The mayor's plan is \"his latest attempt to spur more vaccinations\", the NYT said, as the city's adult vaccination rate hovers at just 66%.\nTo facilitate this, NYC will be creating its own vaccine passport. Notably, the unvaccinated will still be allowed to dine outdoors.\n\n As part of the new program, New York City will create a health pass called the “Key to NYC Pass” to provide proof of vaccination required for workers and customers at indoor dining, gyms, entertainment and performances.\n\nThis measure is similar to a policy imposed in France by President Emmanuel Macron his health advisors. The NYT said the policy allegedly inspired millions in France to book vaccination appointments.\n\n In France, people will soon have to show a health pass — providing proof of vaccination or a recent negative test — to visit indoor bars, restaurants and gyms. It has already been implemented at amusement parks, theaters and venues hosting more than 50 people. In New York City, proof of vaccination will be required and there will be no testing option.The restrictions in France prompted millions of people to book vaccine appointments and also sparked a series of protests among people who said it infringed on their personal liberties.\n\nThe program will start later this month after a transition period, will take full effect in mid-September when schools are expected to reopen and more workers could start returning to offices. So, anybody who wants to work out in NYC gyms will need to be vaccinated. Notably, Equinox and SoulCycle, two of the more popular upscale gym chains operating in the city, said earlier this week that they would require proof of vaccination.\nPer the NYT, \"the policy is similar to mandates issued in France and Italy last month and is believed to be the first of its kind in the United States.\"\nSome critics, including Donald Trump Jr., slammed the policy as creating a two-tiered society.\n\n Democrats and the media want a two-tiered society where millions of law-abiding Americans are segregated and discriminated against.\n\n\n This is what actual fascism looks like!!!https://t.co/lhAst4sGtW— Donald Trump Jr. (@DonaldJTrumpJr)August 3, 2021\n\nWe wonder how differently this effort would be perceived if the headline was\"De Blasio Orders Restaurants to Deny Access To 1 In 7 Black New Yorkers\"\n\nMayor de Blasio has been reluctant to reinstate mandatory masking despite the criticism, though he did \"encourage\" New Yorkers to wear masks. It looks like this decision to \"double down\" on the vaccine first approach is an attempt to one-up the mayor's critics. And as the NY Post points out, the mayor might be on to something: As the NYP explains, \"requiring even the vaxxed to mask up eliminates a major incentive to get jabbed in the first place, and increasing vax rates is the best way to keep COVID from doing deeper damage.\"","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342219499,"gmtCreate":1618220517311,"gmtModify":1634294363889,"author":{"id":"3577318628836449","authorId":"3577318628836449","name":"Cfgramos","avatar":"https://static.tigerbbs.com/8e4f5dee285970cb0d50c61a4302a33f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577318628836449","idStr":"3577318628836449"},"themes":[],"htmlText":"With the rise of Bitcoin, it’s also bringing upalong the rest of the crypto currencies. Nowmight be a good time to ride the wave.","listText":"With the rise of Bitcoin, it’s also bringing upalong the rest of the crypto currencies. Nowmight be a good time to ride the wave.","text":"With the rise of Bitcoin, it’s also bringing upalong the rest of the crypto currencies. Nowmight be a good time to ride the wave.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/342219499","repostId":"1178871314","repostType":4,"repost":{"id":"1178871314","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1618219394,"share":"https://www.laohu8.com/m/news/1178871314?lang=zh_CN&edition=full","pubTime":"2021-04-12 17:23","market":"us","language":"en","title":"Why Bitcoin Is Crossing $60K Again<blockquote>为什么比特币再次突破6万美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1178871314","media":"Benzinga","summary":"Bitcoin has crossed the $60,000 mark again, as experts point to a supply shortage.The world's top cr","content":"<p><b>Bitcoin</b> has crossed&nbsp;the $60,000 mark again, as experts point to a supply shortage.</p><p><blockquote><b>比特币</b>由于专家指出供应短缺，价格再次突破60,000美元大关。</blockquote></p><p><ul><li>The world's top cryptocurrency crossed the&nbsp;$60,000 mark today and on Saturday, according toCoinMarketCapdata, reaching a&nbsp;high of $60,741 on Saturday.</li><li>Bitcoin was recently left on the sidelines as investors concentrated their attention on the stock market, a sales manager at Hong Kong digital asset company Diginex Justin d’Anethan toldReuters.</li><li>\"That changed just yesterday when we pierced through 60K. With miners not selling recently minted coins, on-exchange reserves hitting multi-year lows and an incessant stream of corporates, funds, large and small investors piling into BTC, we punched through,\" d’Anethan said.</li><li>Bitcoin is up 116% from this year's low of $27,734 on Jan 4.</li><li>The coin reached its all-time high of over $60,000 on March 13 with a record price of $61,781, reported on crypto exchange Bitstamp, presumably connected to the United States president signing a $1.9 trillion fiscal stimulus package.</li><li>Bitcoin was trading above $59,700 at publication time.</li></ul></p><p><blockquote><ul><li>根据CoinMarketCapData的数据，世界顶级加密货币今天和周六突破了60,000美元大关，周六达到60,741美元的高点。</li><li>香港数字资产公司Diginex的销售经理Justin d’Anethan告诉路透社，由于投资者将注意力集中在股市上，比特币最近一直处于观望状态。</li><li>“就在昨天，当我们突破60K时，这种情况发生了变化。由于矿商不出售最近铸造的硬币，交易所储备触及多年低点，以及不断有企业、基金、大大小小的投资者涌入BTC，我们突破了，”达内森说。</li><li>比特币股价较1月4日27,734美元的今年低点上涨了116%。</li><li>据加密货币交易所Bitstamp报道，该硬币在3月13日达到了超过60,000美元的历史高点，创纪录的价格为61,781美元，这可能与美国总统签署1.9万亿美元的财政刺激计划有关。</li><li>截至发稿时，比特币的交易价格高于59,700美元。</li></ul></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>Why Bitcoin Is Crossing $60K Again<blockquote>为什么比特币再次突破6万美元</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Bitcoin Is Crossing $60K Again<blockquote>为什么比特币再次突破6万美元</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 </p>\n<p class=\"h-time smaller\">2021-04-12 17:23</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Bitcoin</b> has crossed&nbsp;the $60,000 mark again, as experts point to a supply shortage.</p><p><blockquote><b>比特币</b>由于专家指出供应短缺，价格再次突破60,000美元大关。</blockquote></p><p><ul><li>The world's top cryptocurrency crossed the&nbsp;$60,000 mark today and on Saturday, according toCoinMarketCapdata, reaching a&nbsp;high of $60,741 on Saturday.</li><li>Bitcoin was recently left on the sidelines as investors concentrated their attention on the stock market, a sales manager at Hong Kong digital asset company Diginex Justin d’Anethan toldReuters.</li><li>\"That changed just yesterday when we pierced through 60K. With miners not selling recently minted coins, on-exchange reserves hitting multi-year lows and an incessant stream of corporates, funds, large and small investors piling into BTC, we punched through,\" d’Anethan said.</li><li>Bitcoin is up 116% from this year's low of $27,734 on Jan 4.</li><li>The coin reached its all-time high of over $60,000 on March 13 with a record price of $61,781, reported on crypto exchange Bitstamp, presumably connected to the United States president signing a $1.9 trillion fiscal stimulus package.</li><li>Bitcoin was trading above $59,700 at publication time.</li></ul></p><p><blockquote><ul><li>根据CoinMarketCapData的数据，世界顶级加密货币今天和周六突破了60,000美元大关，周六达到60,741美元的高点。</li><li>香港数字资产公司Diginex的销售经理Justin d’Anethan告诉路透社，由于投资者将注意力集中在股市上，比特币最近一直处于观望状态。</li><li>“就在昨天，当我们突破60K时，这种情况发生了变化。由于矿商不出售最近铸造的硬币，交易所储备触及多年低点，以及不断有企业、基金、大大小小的投资者涌入BTC，我们突破了，”达内森说。</li><li>比特币股价较1月4日27,734美元的今年低点上涨了116%。</li><li>据加密货币交易所Bitstamp报道，该硬币在3月13日达到了超过60,000美元的历史高点，创纪录的价格为61,781美元，这可能与美国总统签署1.9万亿美元的财政刺激计划有关。</li><li>截至发稿时，比特币的交易价格高于59,700美元。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GBTC":"比特币ETF-Grayscale","PYPL":"PayPal"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178871314","content_text":"Bitcoin has crossed the $60,000 mark again, as experts point to a supply shortage.The world's top cryptocurrency crossed the $60,000 mark today and on Saturday, according toCoinMarketCapdata, reaching a high of $60,741 on Saturday.Bitcoin was recently left on the sidelines as investors concentrated their attention on the stock market, a sales manager at Hong Kong digital asset company Diginex Justin d’Anethan toldReuters.\"That changed just yesterday when we pierced through 60K. With miners not selling recently minted coins, on-exchange reserves hitting multi-year lows and an incessant stream of corporates, funds, large and small investors piling into BTC, we punched through,\" d’Anethan said.Bitcoin is up 116% from this year's low of $27,734 on Jan 4.The coin reached its all-time high of over $60,000 on March 13 with a record price of $61,781, reported on crypto exchange Bitstamp, presumably connected to the United States president signing a $1.9 trillion fiscal stimulus package.Bitcoin was trading above $59,700 at publication time.","news_type":1,"symbols_score_info":{"PYPL":0.9,"GBTC":0.9}},"isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819873115,"gmtCreate":1630059277637,"gmtModify":1704955321426,"author":{"id":"3577318628836449","authorId":"3577318628836449","name":"Cfgramos","avatar":"https://static.tigerbbs.com/8e4f5dee285970cb0d50c61a4302a33f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577318628836449","idStr":"3577318628836449"},"themes":[],"htmlText":"This is really&nbsp;a very nice and generous move from AirBnb. Let’s support this!","listText":"This is really&nbsp;a very nice and generous move from AirBnb. Let’s support this!","text":"This is really a very nice and generous move from AirBnb. Let’s support this!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/819873115","repostId":"1172124726","repostType":4,"repost":{"id":"1172124726","kind":"news","pubTimestamp":1630058225,"share":"https://www.laohu8.com/m/news/1172124726?lang=zh_CN&edition=full","pubTime":"2021-08-27 17:57","market":"us","language":"en","title":"Airbnb allowing anyone to host Afghanistan refugees, not just hosts<blockquote>爱彼迎允许任何人收容阿富汗难民，而不仅仅是东道国</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1172124726","media":"FOX Business","summary":"Airbnb, Inc. is allowing anyone around the world to host refugees from Afghanistan through the vacat","content":"<p><a href=\"https://laohu8.com/S/ABNB\">Airbnb, Inc.</a> is allowing anyone around the world to host refugees from&nbsp;Afghanistan&nbsp;through the vacation&nbsp;rental platform&nbsp;rather than just regular hosts.</p><p><blockquote><a href=\"https://laohu8.com/S/ABNB\">爱彼迎公司。</a>允许世界各地的任何人通过度假租赁平台接待来自阿富汗的难民，而不仅仅是普通的东道主。</blockquote></p><p> The announcement comes after the company said Tuesday that it would be covering the cost of temporary housing for 20,000 refugees&nbsp;in an effort to help them escape the rule of the Taliban and resettle in safer areas around the world as the U.S. military withdraws from the country.</p><p><blockquote>此前，该公司周二表示，将支付2万名难民的临时住房费用，以帮助他们在美军撤出该国时逃离塔利班统治并在世界各地更安全的地区重新安置。</blockquote></p><p> The platform saw \"enormous interest\" from those willing to help house refugees, spokesperson Faith Hoffmeyer told FOX Business.</p><p><blockquote>发言人费思·霍夫迈尔(Faith Hoffmeyer)告诉福克斯商业频道，该平台引起了那些愿意帮助收容难民的人的“极大兴趣”。</blockquote></p><p> \"So, as of this morning, Airbnb is making it possible for anyone — not only current Airbnb Hosts — to sign up to house Afghan refugees on Airbnb.org. Anyone can go to Airbnb.org/refugees to support the effort,\" she said.</p><p><blockquote>“因此，从今天早上开始，爱彼迎正在让任何人——不仅仅是目前的爱彼迎东道主——都可以在Airbnb.org上注册收容阿富汗难民。任何人都可以去Airbnb.org/refugees支持这一努力，”她说。</blockquote></p><p> Airbnb will waive all fees for those existing Airbnb hosts and anyone else who has extra space to temporarily house refugees at a discounted price or free of charge, according to a press release. Those who cannot rent out or provide free space can also donate to Airbnb to support the effort.</p><p><blockquote>根据一份新闻稿，爱彼迎将免除现有爱彼迎东道主以及任何有额外空间以折扣价或免费临时安置难民的人的所有费用。那些无法出租或提供免费空间的人也可以向爱彼迎捐款来支持这项工作。</blockquote></p><p> \"In many cases, we have heard from people who want to offer their space free of charge,\" the company said in a press release. \"The response has been overwhelming and today we’re sharing more details on how people can help us expand on efforts to meet this unprecedented need for temporary, emergency stays for refugees arriving from Afghanistan.\"</p><p><blockquote>该公司在一份新闻稿中表示：“在许多情况下，我们收到了想要免费提供空间的人的来信。”“反响热烈，今天我们分享更多细节，了解人们如何帮助我们扩大努力，满足来自阿富汗的难民对临时紧急居留的前所未有的需求。”</blockquote></p><p> Airbnb partnered with International Rescue Committee, HIAS and Church World Service to make the housing program possible.</p><p><blockquote>爱彼迎与国际救援委员会、HIAS和教会世界服务社合作，使住房计划成为可能。</blockquote></p><p> Approximately 25,000 refugees have stayed in Airbnb rentals over the past four years, the rental service said.</p><p><blockquote>租赁服务机构表示，在过去的四年里，大约有25,000名难民住在爱彼迎的出租屋里。</blockquote></p><p></p>","source":"lsy1602566126337","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>Airbnb allowing anyone to host Afghanistan refugees, not just hosts<blockquote>爱彼迎允许任何人收容阿富汗难民，而不仅仅是东道国</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\">\nAirbnb allowing anyone to host Afghanistan refugees, not just hosts<blockquote>爱彼迎允许任何人收容阿富汗难民，而不仅仅是东道国</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">FOX Business</strong><span class=\"h-time small\">2021-08-27 17:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/ABNB\">Airbnb, Inc.</a> is allowing anyone around the world to host refugees from&nbsp;Afghanistan&nbsp;through the vacation&nbsp;rental platform&nbsp;rather than just regular hosts.</p><p><blockquote><a href=\"https://laohu8.com/S/ABNB\">爱彼迎公司。</a>允许世界各地的任何人通过度假租赁平台接待来自阿富汗的难民，而不仅仅是普通的东道主。</blockquote></p><p> The announcement comes after the company said Tuesday that it would be covering the cost of temporary housing for 20,000 refugees&nbsp;in an effort to help them escape the rule of the Taliban and resettle in safer areas around the world as the U.S. military withdraws from the country.</p><p><blockquote>此前，该公司周二表示，将支付2万名难民的临时住房费用，以帮助他们在美军撤出该国时逃离塔利班统治并在世界各地更安全的地区重新安置。</blockquote></p><p> The platform saw \"enormous interest\" from those willing to help house refugees, spokesperson Faith Hoffmeyer told FOX Business.</p><p><blockquote>发言人费思·霍夫迈尔(Faith Hoffmeyer)告诉福克斯商业频道，该平台引起了那些愿意帮助收容难民的人的“极大兴趣”。</blockquote></p><p> \"So, as of this morning, Airbnb is making it possible for anyone — not only current Airbnb Hosts — to sign up to house Afghan refugees on Airbnb.org. Anyone can go to Airbnb.org/refugees to support the effort,\" she said.</p><p><blockquote>“因此，从今天早上开始，爱彼迎正在让任何人——不仅仅是目前的爱彼迎东道主——都可以在Airbnb.org上注册收容阿富汗难民。任何人都可以去Airbnb.org/refugees支持这一努力，”她说。</blockquote></p><p> Airbnb will waive all fees for those existing Airbnb hosts and anyone else who has extra space to temporarily house refugees at a discounted price or free of charge, according to a press release. Those who cannot rent out or provide free space can also donate to Airbnb to support the effort.</p><p><blockquote>根据一份新闻稿，爱彼迎将免除现有爱彼迎东道主以及任何有额外空间以折扣价或免费临时安置难民的人的所有费用。那些无法出租或提供免费空间的人也可以向爱彼迎捐款来支持这项工作。</blockquote></p><p> \"In many cases, we have heard from people who want to offer their space free of charge,\" the company said in a press release. \"The response has been overwhelming and today we’re sharing more details on how people can help us expand on efforts to meet this unprecedented need for temporary, emergency stays for refugees arriving from Afghanistan.\"</p><p><blockquote>该公司在一份新闻稿中表示：“在许多情况下，我们收到了想要免费提供空间的人的来信。”“反响热烈，今天我们分享更多细节，了解人们如何帮助我们扩大努力，满足来自阿富汗的难民对临时紧急居留的前所未有的需求。”</blockquote></p><p> Airbnb partnered with International Rescue Committee, HIAS and Church World Service to make the housing program possible.</p><p><blockquote>爱彼迎与国际救援委员会、HIAS和教会世界服务社合作，使住房计划成为可能。</blockquote></p><p> Approximately 25,000 refugees have stayed in Airbnb rentals over the past four years, the rental service said.</p><p><blockquote>租赁服务机构表示，在过去的四年里，大约有25,000名难民住在爱彼迎的出租屋里。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.foxbusiness.com/technology/airbnb-anyone-host-afghanistan-refugees\">FOX Business</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":{"ABNB":"爱彼迎"},"source_url":"https://www.foxbusiness.com/technology/airbnb-anyone-host-afghanistan-refugees","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172124726","content_text":"Airbnb, Inc. is allowing anyone around the world to host refugees from Afghanistan through the vacation rental platform rather than just regular hosts.\nThe announcement comes after the company said Tuesday that it would be covering the cost of temporary housing for 20,000 refugees in an effort to help them escape the rule of the Taliban and resettle in safer areas around the world as the U.S. military withdraws from the country.\nThe platform saw \"enormous interest\" from those willing to help house refugees, spokesperson Faith Hoffmeyer told FOX Business.\n\"So, as of this morning, Airbnb is making it possible for anyone — not only current Airbnb Hosts — to sign up to house Afghan refugees on Airbnb.org. Anyone can go to Airbnb.org/refugees to support the effort,\" she said.\nAirbnb will waive all fees for those existing Airbnb hosts and anyone else who has extra space to temporarily house refugees at a discounted price or free of charge, according to a press release. Those who cannot rent out or provide free space can also donate to Airbnb to support the effort.\n\"In many cases, we have heard from people who want to offer their space free of charge,\" the company said in a press release. \"The response has been overwhelming and today we’re sharing more details on how people can help us expand on efforts to meet this unprecedented need for temporary, emergency stays for refugees arriving from Afghanistan.\"\nAirbnb partnered with International Rescue Committee, HIAS and Church World Service to make the housing program possible.\nApproximately 25,000 refugees have stayed in Airbnb rentals over the past four years, the rental service said.","news_type":1,"symbols_score_info":{"ABNB":0.9}},"isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173214317,"gmtCreate":1626662090539,"gmtModify":1631892504281,"author":{"id":"3577318628836449","authorId":"3577318628836449","name":"Cfgramos","avatar":"https://static.tigerbbs.com/8e4f5dee285970cb0d50c61a4302a33f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577318628836449","idStr":"3577318628836449"},"themes":[],"htmlText":"This is good","listText":"This is good","text":"This is good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/173214317","repostId":"1111084715","repostType":4,"isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146203671,"gmtCreate":1626080069193,"gmtModify":1631892504304,"author":{"id":"3577318628836449","authorId":"3577318628836449","name":"Cfgramos","avatar":"https://static.tigerbbs.com/8e4f5dee285970cb0d50c61a4302a33f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577318628836449","idStr":"3577318628836449"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SPCE\">$Virgin Galactic(SPCE)$</a>Spread you wings pretty butterfly!","listText":"<a href=\"https://laohu8.com/S/SPCE\">$Virgin Galactic(SPCE)$</a>Spread you wings pretty butterfly!","text":"$Virgin Galactic(SPCE)$Spread you wings pretty butterfly!","images":[{"img":"https://static.tigerbbs.com/3c64b6cf34cd90df37586aa537935902","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/146203671","isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":850379550,"gmtCreate":1634560901587,"gmtModify":1634560945031,"author":{"id":"3577318628836449","authorId":"3577318628836449","name":"Cfgramos","avatar":"https://static.tigerbbs.com/8e4f5dee285970cb0d50c61a4302a33f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577318628836449","idStr":"3577318628836449"},"themes":[],"htmlText":"Awesome news&nbsp;","listText":"Awesome news&nbsp;","text":"Awesome news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/850379550","repostId":"1185155570","repostType":4,"repost":{"id":"1185155570","kind":"news","pubTimestamp":1634511079,"share":"https://www.laohu8.com/m/news/1185155570?lang=zh_CN&edition=full","pubTime":"2021-10-18 06:51","market":"us","language":"en","title":"Tesla, AT&T, Netflix, ASML, Snap and Other Stocks for Investors to Watch This Week<blockquote>特斯拉、AT&amp;T、Netflix、ASML、Snap等本周值得投资者关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1185155570","media":"Barrons","summary":"Seventy-two S&P 500 companies report earnings this week, as third-quarter earnings season ramps up. ","content":"<p>Seventy-two&nbsp;S&amp;P 500&nbsp;companies report earnings this week,&nbsp;as third-quarter earnings season ramps up. Several big U.S. banks got things off to a strong start last week. This week’s earnings highlights&nbsp;will include&nbsp;results from notable companies in telecom, consumer staples, energy, technology, health care, and the airline industry.</p><p><blockquote>随着第三季度财报季的临近，本周有72家标准普尔500指数公司公布了财报。美国几家大型银行上周开局良好。本周的财报亮点将包括电信、必需消费品、能源、科技、医疗保健和航空业著名公司的业绩。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/685ba1e7f4763c12a3c0159fc2469ded\" tg-width=\"1878\" tg-height=\"2461\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Albertsons and&nbsp;State Street&nbsp;get the ball rolling on Monday.Procter &amp; Gamble,Halliburton,and&nbsp;Johnson &amp; Johnson&nbsp;are Tuesday morning’s highlights, followed by&nbsp;Netflix&nbsp;and&nbsp;United Airlines Holdings&nbsp;after the market closes.</p><p><blockquote>艾伯森(Albertsons)和道富银行(State Street)将于周一启动。宝洁(Procter&amp;Gamble)、哈里伯顿(Halliburton)和强生(Johnson&amp;Johnson)是周二上午的亮点，收盘后紧随其后的是Netflix和联合航空控股(United Airlines Holdings)。</blockquote></p><p> On Wednesday,Verizon Communications,IBM,and Tesla will get the most attention.AT&amp;T, American Airlines Group,Southwest Airlines,and&nbsp;Chipotle Mexican Grill&nbsp;report on Thursday, then&nbsp;American Express,Schlumberger,and&nbsp;Honeywell International&nbsp;close the week on Friday.</p><p><blockquote>周三，Verizon Communications、IBM和特斯拉将受到最多关注。AT&amp;T、美国航空集团、西南航空和Chipotle Mexican Grill将于周四发布报告，然后美国运通、Schlumberger和Honeywell International将于周五收盘。</blockquote></p><p> Economic data highlights this week include the Conference Board’s Leading Economic Index for September on Thursday and&nbsp;IHS Markit’s&nbsp;Manufacturing and Services Purchasing Managers’ indexes for October on Friday. All are seen easing back from their prior months’ levels.</p><p><blockquote>本周经济数据亮点包括周四公布的世界大型企业联合会9月份领先经济指数和周五公布的IHS Markit 10月份制造业和服务业采购经理人指数。所有这些都较前几个月的水平有所回落。</blockquote></p><p> Other releases this week include the Federal Reserve’s most recent Beige Book, describing economic conditions across the U.S., and a pair of September housing-market indicators: The Census Bureau reports new residential construction data on Tuesday and the National Association of Realtors reports existing-home sales on Thursday.</p><p><blockquote>本周发布的其他数据包括美联储最新的褐皮书，描述了美国各地的经济状况，以及两个9月份的房地产市场指标：人口普查局（Census Bureau）周二报告新的住宅建设数据，全国房地产经纪人协会（National Association of Realtors）周四报告现房销售。</blockquote></p><p> <b>Monday 10/18</b></p><p><blockquote><b>星期一10/18</b></blockquote></p><p> <b>The Federal Reserve</b>&nbsp;releases industrial production data for September. Economists are looking for a 0.20% rise after a 0.4% increase in August. Capacity utilization is expected at 76.5% for September, roughly in line with August’s 76.4%.</p><p><blockquote><b>美联储</b>公布9月份工业生产数据。继8月份增长0.4%后，经济学家预计增长0.20%。预计9月份产能利用率为76.5%，与8月份的76.4%大致一致。</blockquote></p><p> Albertsons, Philips, Steel Dynamics, and State Street are among companies releasing quarterly financial results.</p><p><blockquote>艾伯森、飞利浦、Steel Dynamics和道富银行等公司发布了季度财务业绩。</blockquote></p><p> <b>Tuesday 10/19</b></p><p><blockquote><b>星期二10/19</b></blockquote></p><p> <b>The Census Bureau</b> reports new residential construction data for September. Economists forecast a seasonally adjusted annual rate of 1.623 million housing starts, compared with 1.615 million in August.</p><p><blockquote><b>人口普查局</b>报告9月份新住宅建设数据。经济学家预测，经季节调整后的新屋开工年率为162.3万套，8月为161.5万套。</blockquote></p><p> Halliburton, Procter &amp; Gamble, Johnson &amp; Johnson, Synchrony, Travelers, Philip Morris International, Kansas City Southern, WD-40, Interactive Brokers Group, Netflix, ManpowerGroup, Dover, and Canadian National Railway are among companies hosting earnings conference calls.</p><p><blockquote>哈里伯顿、宝洁、强生、Synchrony、Travelers、Philip Morris International、Kansas City Southern、WD-40、盈透证券集团、Netflix、万宝盛华、Dover和加拿大国家铁路等公司在评级举办财报会议。</blockquote></p><p> <b>Wednesday 10/20</b></p><p><blockquote><b>星期三10/20</b></blockquote></p><p> <b>The Federal Reserve</b> releases its beige book about current economic conditions across the central bank’s 12 districts.</p><p><blockquote><b>美联储</b>发布了关于央行12个地区当前经济状况的褐皮书。</blockquote></p><p> Abbott Laboratories, Biogen, NextEra Energy, ASML Holding, Nasdaq, Canadian Pacific Railway, Verizon Communications, CSX, Lam Research, Tesla, IBM, and Anthem discuss quarterly financial results.</p><p><blockquote>雅培实验室、Biogen、NextEra Energy、ASML Holding、纳斯达克、加拿大太平洋铁路、Verizon Communications、CSX、Lam Research、特斯拉、IBM和Anthem讨论季度财务业绩。</blockquote></p><p> <b>Thursday 10/21</b></p><p><blockquote><b>星期四10/21</b></blockquote></p><p> <b>The National Association</b> of Realtors reports existing-home sales for September. Economists forecast a seasonally adjusted annual rate of 6.10 million homes sold, compared with 5.88 million homes in August.</p><p><blockquote><b>全国协会</b>房地产经纪人报告9月份现房销售情况。经济学家预测，经季节调整后的房屋销售量年率为610万套，而8月份为588万套。</blockquote></p><p> Dow, Freeport-McMoRan, Genuine Parts, Southwest Airlines, Valero Energy, Blackstone, Quest Diagnostics, Snap-on, Tractor Supply, Barclays, Danaher, AT&amp;T, Nucor, American Airlines Group, AutoNation, Valero Energy, SL Green Realty, Intel, Snap, Boston Beer, Mattel, and Chipotle Mexican Grill host earnings conference calls to discuss quarterly results.</p><p><blockquote>陶氏化学、自由港麦克莫兰、原厂零件、西南航空、Valero Energy、Blackstone、Quest Diagnostics、Snap-on、Tractor Supply、Barclays、Danaher、AT&amp;T、Nucor、美国航空集团、AutoNation、Valero Energy、SL Green Realty、英特尔、Snap、Boston Beer、Mattel和Chipotle Mexican Grill在评级举办财报会议，讨论季度业绩。</blockquote></p><p> <b>The Philadelphia Fed</b>&nbsp;diffusion index, a measure of overall manufacturing activity, is expected to fall to 24 in October from September’s 30.7 reading.</p><p><blockquote><b>费城联储</b>衡量整体制造业活动的扩散指数预计将从9月份的30.7降至10月份的24。</blockquote></p><p> <b>The Conference Board</b>&nbsp;releases its Leading Economic Index for September. Expectations are for a 0.50% rise, after August’s 0.90% gain.</p><p><blockquote><b>世界大型企业联合会</b>发布9月份领先经济指数。继8月份上涨0.90%后，预计上涨0.50%。</blockquote></p><p> <b>Friday 10/22</b></p><p><blockquote><b>星期五10/22</b></blockquote></p><p> <b>IHS Markit releases</b>&nbsp;the Manufacturing and Services Purchasing Managers’ indexes for October. Consensus estimate for the Manufacturing PMI is 60.3, while the Services PMI is expected to be 54.7, compared with 60.7 and 54.9, respectively, in September.</p><p><blockquote><b>IHS Markit发布</b>10月份制造业和服务业采购经理人指数。制造业PMI普遍预期为60.3，服务业PMI预计为54.7，9月份分别为60.7和54.9。</blockquote></p><p> Whirlpool, Honeywell, Cleveland-Cliffs, Celanese, HCA Healthcare, Schlumberger, Seagate Technology Holdings, VF Corp., and American Express host investor conference calls.</p><p><blockquote>Whirlpool、Honeywell、Cleveland-Cliffs、Celanese、HCA Healthcare、Schlumberger、Seagate Technology Holdings、VF Corp.和American Express在评级举办投资者大会。</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, AT&T, Netflix, ASML, Snap and Other Stocks for Investors to Watch This Week<blockquote>特斯拉、AT&amp;T、Netflix、ASML、Snap等本周值得投资者关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla, AT&T, Netflix, ASML, Snap and Other Stocks for Investors to Watch This Week<blockquote>特斯拉、AT&amp;T、Netflix、ASML、Snap等本周值得投资者关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-10-18 06:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Seventy-two&nbsp;S&amp;P 500&nbsp;companies report earnings this week,&nbsp;as third-quarter earnings season ramps up. Several big U.S. banks got things off to a strong start last week. This week’s earnings highlights&nbsp;will include&nbsp;results from notable companies in telecom, consumer staples, energy, technology, health care, and the airline industry.</p><p><blockquote>随着第三季度财报季的临近，本周有72家标准普尔500指数公司公布了财报。美国几家大型银行上周开局良好。本周的财报亮点将包括电信、必需消费品、能源、科技、医疗保健和航空业著名公司的业绩。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/685ba1e7f4763c12a3c0159fc2469ded\" tg-width=\"1878\" tg-height=\"2461\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Albertsons and&nbsp;State Street&nbsp;get the ball rolling on Monday.Procter &amp; Gamble,Halliburton,and&nbsp;Johnson &amp; Johnson&nbsp;are Tuesday morning’s highlights, followed by&nbsp;Netflix&nbsp;and&nbsp;United Airlines Holdings&nbsp;after the market closes.</p><p><blockquote>艾伯森(Albertsons)和道富银行(State Street)将于周一启动。宝洁(Procter&amp;Gamble)、哈里伯顿(Halliburton)和强生(Johnson&amp;Johnson)是周二上午的亮点，收盘后紧随其后的是Netflix和联合航空控股(United Airlines Holdings)。</blockquote></p><p> On Wednesday,Verizon Communications,IBM,and Tesla will get the most attention.AT&amp;T, American Airlines Group,Southwest Airlines,and&nbsp;Chipotle Mexican Grill&nbsp;report on Thursday, then&nbsp;American Express,Schlumberger,and&nbsp;Honeywell International&nbsp;close the week on Friday.</p><p><blockquote>周三，Verizon Communications、IBM和特斯拉将受到最多关注。AT&amp;T、美国航空集团、西南航空和Chipotle Mexican Grill将于周四发布报告，然后美国运通、Schlumberger和Honeywell International将于周五收盘。</blockquote></p><p> Economic data highlights this week include the Conference Board’s Leading Economic Index for September on Thursday and&nbsp;IHS Markit’s&nbsp;Manufacturing and Services Purchasing Managers’ indexes for October on Friday. All are seen easing back from their prior months’ levels.</p><p><blockquote>本周经济数据亮点包括周四公布的世界大型企业联合会9月份领先经济指数和周五公布的IHS Markit 10月份制造业和服务业采购经理人指数。所有这些都较前几个月的水平有所回落。</blockquote></p><p> Other releases this week include the Federal Reserve’s most recent Beige Book, describing economic conditions across the U.S., and a pair of September housing-market indicators: The Census Bureau reports new residential construction data on Tuesday and the National Association of Realtors reports existing-home sales on Thursday.</p><p><blockquote>本周发布的其他数据包括美联储最新的褐皮书，描述了美国各地的经济状况，以及两个9月份的房地产市场指标：人口普查局（Census Bureau）周二报告新的住宅建设数据，全国房地产经纪人协会（National Association of Realtors）周四报告现房销售。</blockquote></p><p> <b>Monday 10/18</b></p><p><blockquote><b>星期一10/18</b></blockquote></p><p> <b>The Federal Reserve</b>&nbsp;releases industrial production data for September. Economists are looking for a 0.20% rise after a 0.4% increase in August. Capacity utilization is expected at 76.5% for September, roughly in line with August’s 76.4%.</p><p><blockquote><b>美联储</b>公布9月份工业生产数据。继8月份增长0.4%后，经济学家预计增长0.20%。预计9月份产能利用率为76.5%，与8月份的76.4%大致一致。</blockquote></p><p> Albertsons, Philips, Steel Dynamics, and State Street are among companies releasing quarterly financial results.</p><p><blockquote>艾伯森、飞利浦、Steel Dynamics和道富银行等公司发布了季度财务业绩。</blockquote></p><p> <b>Tuesday 10/19</b></p><p><blockquote><b>星期二10/19</b></blockquote></p><p> <b>The Census Bureau</b> reports new residential construction data for September. Economists forecast a seasonally adjusted annual rate of 1.623 million housing starts, compared with 1.615 million in August.</p><p><blockquote><b>人口普查局</b>报告9月份新住宅建设数据。经济学家预测，经季节调整后的新屋开工年率为162.3万套，8月为161.5万套。</blockquote></p><p> Halliburton, Procter &amp; Gamble, Johnson &amp; Johnson, Synchrony, Travelers, Philip Morris International, Kansas City Southern, WD-40, Interactive Brokers Group, Netflix, ManpowerGroup, Dover, and Canadian National Railway are among companies hosting earnings conference calls.</p><p><blockquote>哈里伯顿、宝洁、强生、Synchrony、Travelers、Philip Morris International、Kansas City Southern、WD-40、盈透证券集团、Netflix、万宝盛华、Dover和加拿大国家铁路等公司在评级举办财报会议。</blockquote></p><p> <b>Wednesday 10/20</b></p><p><blockquote><b>星期三10/20</b></blockquote></p><p> <b>The Federal Reserve</b> releases its beige book about current economic conditions across the central bank’s 12 districts.</p><p><blockquote><b>美联储</b>发布了关于央行12个地区当前经济状况的褐皮书。</blockquote></p><p> Abbott Laboratories, Biogen, NextEra Energy, ASML Holding, Nasdaq, Canadian Pacific Railway, Verizon Communications, CSX, Lam Research, Tesla, IBM, and Anthem discuss quarterly financial results.</p><p><blockquote>雅培实验室、Biogen、NextEra Energy、ASML Holding、纳斯达克、加拿大太平洋铁路、Verizon Communications、CSX、Lam Research、特斯拉、IBM和Anthem讨论季度财务业绩。</blockquote></p><p> <b>Thursday 10/21</b></p><p><blockquote><b>星期四10/21</b></blockquote></p><p> <b>The National Association</b> of Realtors reports existing-home sales for September. Economists forecast a seasonally adjusted annual rate of 6.10 million homes sold, compared with 5.88 million homes in August.</p><p><blockquote><b>全国协会</b>房地产经纪人报告9月份现房销售情况。经济学家预测，经季节调整后的房屋销售量年率为610万套，而8月份为588万套。</blockquote></p><p> Dow, Freeport-McMoRan, Genuine Parts, Southwest Airlines, Valero Energy, Blackstone, Quest Diagnostics, Snap-on, Tractor Supply, Barclays, Danaher, AT&amp;T, Nucor, American Airlines Group, AutoNation, Valero Energy, SL Green Realty, Intel, Snap, Boston Beer, Mattel, and Chipotle Mexican Grill host earnings conference calls to discuss quarterly results.</p><p><blockquote>陶氏化学、自由港麦克莫兰、原厂零件、西南航空、Valero Energy、Blackstone、Quest Diagnostics、Snap-on、Tractor Supply、Barclays、Danaher、AT&amp;T、Nucor、美国航空集团、AutoNation、Valero Energy、SL Green Realty、英特尔、Snap、Boston Beer、Mattel和Chipotle Mexican Grill在评级举办财报会议，讨论季度业绩。</blockquote></p><p> <b>The Philadelphia Fed</b>&nbsp;diffusion index, a measure of overall manufacturing activity, is expected to fall to 24 in October from September’s 30.7 reading.</p><p><blockquote><b>费城联储</b>衡量整体制造业活动的扩散指数预计将从9月份的30.7降至10月份的24。</blockquote></p><p> <b>The Conference Board</b>&nbsp;releases its Leading Economic Index for September. Expectations are for a 0.50% rise, after August’s 0.90% gain.</p><p><blockquote><b>世界大型企业联合会</b>发布9月份领先经济指数。继8月份上涨0.90%后，预计上涨0.50%。</blockquote></p><p> <b>Friday 10/22</b></p><p><blockquote><b>星期五10/22</b></blockquote></p><p> <b>IHS Markit releases</b>&nbsp;the Manufacturing and Services Purchasing Managers’ indexes for October. Consensus estimate for the Manufacturing PMI is 60.3, while the Services PMI is expected to be 54.7, compared with 60.7 and 54.9, respectively, in September.</p><p><blockquote><b>IHS Markit发布</b>10月份制造业和服务业采购经理人指数。制造业PMI普遍预期为60.3，服务业PMI预计为54.7，9月份分别为60.7和54.9。</blockquote></p><p> Whirlpool, Honeywell, Cleveland-Cliffs, Celanese, HCA Healthcare, Schlumberger, Seagate Technology Holdings, VF Corp., and American Express host investor conference calls.</p><p><blockquote>Whirlpool、Honeywell、Cleveland-Cliffs、Celanese、HCA Healthcare、Schlumberger、Seagate Technology Holdings、VF Corp.和American Express在评级举办投资者大会。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-at-t-netflix-chipotle-and-other-stocks-for-investors-to-watch-this-week-51634497206?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":{"JNJ":"强生","CMG":"墨式烧烤","NFLX":"奈飞","AAL":"美国航空",".DJI":"道琼斯",".SPX":"S&P 500 Index","INTC":"英特尔","UAL":"联合大陆航空",".IXIC":"NASDAQ Composite","T":"At&T","LUV":"西南航空","HAL":"哈里伯顿","AXP":"美国运通","IBM":"IBM","TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-at-t-netflix-chipotle-and-other-stocks-for-investors-to-watch-this-week-51634497206?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185155570","content_text":"Seventy-two S&P 500 companies report earnings this week, as third-quarter earnings season ramps up. Several big U.S. banks got things off to a strong start last week. This week’s earnings highlights will include results from notable companies in telecom, consumer staples, energy, technology, health care, and the airline industry.\n\nAlbertsons and State Street get the ball rolling on Monday.Procter & Gamble,Halliburton,and Johnson & Johnson are Tuesday morning’s highlights, followed by Netflix and United Airlines Holdings after the market closes.\nOn Wednesday,Verizon Communications,IBM,and Tesla will get the most attention.AT&T, American Airlines Group,Southwest Airlines,and Chipotle Mexican Grill report on Thursday, then American Express,Schlumberger,and Honeywell International close the week on Friday.\nEconomic data highlights this week include the Conference Board’s Leading Economic Index for September on Thursday and IHS Markit’s Manufacturing and Services Purchasing Managers’ indexes for October on Friday. All are seen easing back from their prior months’ levels.\nOther releases this week include the Federal Reserve’s most recent Beige Book, describing economic conditions across the U.S., and a pair of September housing-market indicators: The Census Bureau reports new residential construction data on Tuesday and the National Association of Realtors reports existing-home sales on Thursday.\nMonday 10/18\nThe Federal Reserve releases industrial production data for September. Economists are looking for a 0.20% rise after a 0.4% increase in August. Capacity utilization is expected at 76.5% for September, roughly in line with August’s 76.4%.\nAlbertsons, Philips, Steel Dynamics, and State Street are among companies releasing quarterly financial results.\nTuesday 10/19\nThe Census Bureau reports new residential construction data for September. Economists forecast a seasonally adjusted annual rate of 1.623 million housing starts, compared with 1.615 million in August.\nHalliburton, Procter & Gamble, Johnson & Johnson, Synchrony, Travelers, Philip Morris International, Kansas City Southern, WD-40, Interactive Brokers Group, Netflix, ManpowerGroup, Dover, and Canadian National Railway are among companies hosting earnings conference calls.\nWednesday 10/20\nThe Federal Reserve releases its beige book about current economic conditions across the central bank’s 12 districts.\nAbbott Laboratories, Biogen, NextEra Energy, ASML Holding, Nasdaq, Canadian Pacific Railway, Verizon Communications, CSX, Lam Research, Tesla, IBM, and Anthem discuss quarterly financial results.\nThursday 10/21\nThe National Association of Realtors reports existing-home sales for September. Economists forecast a seasonally adjusted annual rate of 6.10 million homes sold, compared with 5.88 million homes in August.\nDow, Freeport-McMoRan, Genuine Parts, Southwest Airlines, Valero Energy, Blackstone, Quest Diagnostics, Snap-on, Tractor Supply, Barclays, Danaher, AT&T, Nucor, American Airlines Group, AutoNation, Valero Energy, SL Green Realty, Intel, Snap, Boston Beer, Mattel, and Chipotle Mexican Grill host earnings conference calls to discuss quarterly results.\nThe Philadelphia Fed diffusion index, a measure of overall manufacturing activity, is expected to fall to 24 in October from September’s 30.7 reading.\nThe Conference Board releases its Leading Economic Index for September. Expectations are for a 0.50% rise, after August’s 0.90% gain.\nFriday 10/22\nIHS Markit releases the Manufacturing and Services Purchasing Managers’ indexes for October. Consensus estimate for the Manufacturing PMI is 60.3, while the Services PMI is expected to be 54.7, compared with 60.7 and 54.9, respectively, in September.\nWhirlpool, Honeywell, Cleveland-Cliffs, Celanese, HCA Healthcare, Schlumberger, Seagate Technology Holdings, VF Corp., and American Express host investor conference calls.","news_type":1,"symbols_score_info":{"JNJ":0.9,".IXIC":0.9,"CMG":0.9,"IBM":0.9,"LUV":0.9,"NFLX":0.9,"AAL":0.9,"AXP":0.9,"UAL":0.9,".DJI":0.9,"T":0.9,".SPX":0.9,"HAL":0.9,"TSLA":0.9,"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":1920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":812567743,"gmtCreate":1630595438782,"gmtModify":1631886444706,"author":{"id":"3577318628836449","authorId":"3577318628836449","name":"Cfgramos","avatar":"https://static.tigerbbs.com/8e4f5dee285970cb0d50c61a4302a33f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577318628836449","idStr":"3577318628836449"},"themes":[],"htmlText":"This is good news!","listText":"This is good news!","text":"This is good news!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/812567743","repostId":"1181381939","repostType":4,"repost":{"id":"1181381939","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":1630593846,"share":"https://www.laohu8.com/m/news/1181381939?lang=zh_CN&edition=full","pubTime":"2021-09-02 22:44","market":"us","language":"en","title":"Virgin Galactic shares rose more than 4% in early trading as launching its first commercial research mission<blockquote>维珍银河股价早盘上涨逾4%，启动首个商业研究任务</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1181381939","media":"Tiger Newspress","summary":"Virgin Galactic shares rose more than 4% in early trading as launching its first commercial research","content":"<p>Virgin&nbsp;Galactic&nbsp;shares&nbsp;rose&nbsp;more&nbsp;than&nbsp;4%&nbsp;in&nbsp;early&nbsp;trading&nbsp;as&nbsp;launching its first commercial research mission.</p><p><blockquote>由于启动了首个商业研究任务，维珍银河股价早盘上涨超过4%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a6d64190bbae434b9d30637c02711102\" tg-width=\"894\" tg-height=\"592\" referrerpolicy=\"no-referrer\">Virgin Galactic Holdings Inc is launching its first commercial research mission named “Unity 23” along with the Italian Air Force to the edge of space, it said on Thursday.</p><p><blockquote>维珍银河控股公司周四表示，将与意大利空军一起向太空边缘发射首个名为“Unity 23”的商业研究任务。</blockquote></p><p> The space travel company has set late September or early October as the time for the mission that will carry three paying crew members from the Air Force and the Rome-based government agency National Research Council.</p><p><blockquote>这家太空旅行公司已将9月底或10月初定为执行任务的时间，该任务将搭载来自空军和总部位于罗马的政府机构国家研究委员会的三名付费机组人员。</blockquote></p><p> The crew will study the effect on the human body as they move from gravity to a low-gravity atmosphere and provide insights for future spaceflight systems and technologies.</p><p><blockquote>机组人员将研究从重力环境转移到低重力环境时对人体的影响，并为未来的航天系统和技术提供见解。</blockquote></p><p> The mission follows a successful first crewed test flight to space by Virgin Galactic’s passenger rocket in July.</p><p><blockquote>此前，维珍银河的客运火箭于7月成功进行了首次载人太空试飞。</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>Virgin Galactic shares rose more than 4% in early trading as launching its first commercial research mission<blockquote>维珍银河股价早盘上涨逾4%，启动首个商业研究任务</blockquote></title>\n<style 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}\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\">\nVirgin Galactic shares rose more than 4% in early trading as launching its first commercial research mission<blockquote>维珍银河股价早盘上涨逾4%，启动首个商业研究任务</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-09-02 22:44</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Virgin&nbsp;Galactic&nbsp;shares&nbsp;rose&nbsp;more&nbsp;than&nbsp;4%&nbsp;in&nbsp;early&nbsp;trading&nbsp;as&nbsp;launching its first commercial research mission.</p><p><blockquote>由于启动了首个商业研究任务，维珍银河股价早盘上涨超过4%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a6d64190bbae434b9d30637c02711102\" tg-width=\"894\" tg-height=\"592\" referrerpolicy=\"no-referrer\">Virgin Galactic Holdings Inc is launching its first commercial research mission named “Unity 23” along with the Italian Air Force to the edge of space, it said on Thursday.</p><p><blockquote>维珍银河控股公司周四表示，将与意大利空军一起向太空边缘发射首个名为“Unity 23”的商业研究任务。</blockquote></p><p> The space travel company has set late September or early October as the time for the mission that will carry three paying crew members from the Air Force and the Rome-based government agency National Research Council.</p><p><blockquote>这家太空旅行公司已将9月底或10月初定为执行任务的时间，该任务将搭载来自空军和总部位于罗马的政府机构国家研究委员会的三名付费机组人员。</blockquote></p><p> The crew will study the effect on the human body as they move from gravity to a low-gravity atmosphere and provide insights for future spaceflight systems and technologies.</p><p><blockquote>机组人员将研究从重力环境转移到低重力环境时对人体的影响，并为未来的航天系统和技术提供见解。</blockquote></p><p> The mission follows a successful first crewed test flight to space by Virgin Galactic’s passenger rocket in July.</p><p><blockquote>此前，维珍银河的客运火箭于7月成功进行了首次载人太空试飞。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPCE":"维珍银河"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181381939","content_text":"Virgin Galactic shares rose more than 4% in early trading as launching its first commercial research mission.\nVirgin Galactic Holdings Inc is launching its first commercial research mission named “Unity 23” along with the Italian Air Force to the edge of space, it said on Thursday.\nThe space travel company has set late September or early October as the time for the mission that will carry three paying crew members from the Air Force and the Rome-based government agency National Research Council.\nThe crew will study the effect on the human body as they move from gravity to a low-gravity atmosphere and provide insights for future spaceflight systems and technologies.\nThe mission follows a successful first crewed test flight to space by Virgin Galactic’s passenger rocket in July.","news_type":1,"symbols_score_info":{"SPCE":0.9}},"isVote":1,"tweetType":1,"viewCount":884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145078648,"gmtCreate":1626184738684,"gmtModify":1631885125477,"author":{"id":"3577318628836449","authorId":"3577318628836449","name":"Cfgramos","avatar":"https://static.tigerbbs.com/8e4f5dee285970cb0d50c61a4302a33f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577318628836449","idStr":"3577318628836449"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>Bloody bloody 😭","listText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>Bloody bloody 😭","text":"$Clover Health Corp(CLOV)$Bloody bloody 😭","images":[{"img":"https://static.tigerbbs.com/80a41e5eb26418a72a6d8056910acd34","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/145078648","isVote":1,"tweetType":1,"viewCount":751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":159834075,"gmtCreate":1624954876997,"gmtModify":1633946561811,"author":{"id":"3577318628836449","authorId":"3577318628836449","name":"Cfgramos","avatar":"https://static.tigerbbs.com/8e4f5dee285970cb0d50c61a4302a33f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577318628836449","idStr":"3577318628836449"},"themes":[],"htmlText":"Palantir fundamentals are great!","listText":"Palantir fundamentals are great!","text":"Palantir fundamentals are great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/159834075","repostId":"1115559324","repostType":4,"repost":{"id":"1115559324","kind":"news","pubTimestamp":1624952930,"share":"https://www.laohu8.com/m/news/1115559324?lang=zh_CN&edition=full","pubTime":"2021-06-29 15:48","market":"us","language":"en","title":"Palantir: On Building A Dynasty<blockquote>Palantir：建立王朝</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1115559324","media":"seekingalpha","summary":"Summary\n\nMoats are competitive advantages built by businesses to protect profits and generate stayin","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Moats are competitive advantages built by businesses to protect profits and generate staying power.</li>  <li>There are seven types of moats, and great companies generally have two or three. Palantir has all seven.</li>  <li>These moats will allow Palantir to build an enduringly impactful and profitable business.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0361567f2939770c4946a5568ce8dc7e\" tg-width=\"1536\" tg-height=\"1033\"><span>Scott Olson/Getty Images</span></p><p><blockquote><ul><li>护城河是企业为保护利润和产生持久力而建立的竞争优势。</li><li>护城河有七种类型，伟大的公司通常有两到三种。Palantir拥有全部七个。</li><li>这些护城河将使Palantir能够建立具有持久影响力和盈利能力的业务。</li></ul><p class=\"t-img-caption\"><span>斯科特·奥尔森/盖蒂图片社</span></p></blockquote></p><p> <b>NewsIntroduction: On Building a Dynasty</b></p><p><blockquote><b>新闻简介：论建立王朝</b></blockquote></p><p> In the mid 16thcentury, Japan was engaged in all-out civil war.</p><p><blockquote>16世纪中叶，日本陷入了全面内战。</blockquote></p><p> Oda Nobunaga, a samurai regarded as the “Great Unifier” (or “Devil king,” on the battlefield) was emerging as the most powerful samurai warlord in all of Japan. His name had become synonymous with military brilliance, and he had a knack for unseating more powerful opponents.</p><p><blockquote>织田信长，一个被认为是“伟大的统一者”（或战场上的“魔王”）的武士，正在成为全日本最强大的武士军阀。他的名字已经成为军事才华的代名词，他有能力推翻更强大的对手。</blockquote></p><p> Despite the power of Nobunaga, a faction of the Buddhist faith, called the Ikkō (Single Minded) Ikki (League), began consolidating power, building fortresses and accumulating growing numbers of warrior monks. The Ikkō Ikki ultimately established themselves in the fortress of Ishiyama Hongan-ji (Stone Mountain) in what is modern day Osaka.</p><p><blockquote>尽管信长拥有强大的力量，但佛教中的一个派别——一心一意的一辉（联盟）——开始巩固权力，建造堡垒，积累越来越多的武僧。Ikko一辉最终在今天大阪的石山本愿寺（石山）建立了自己的堡垒。</blockquote></p><p> By the 1560’s Nobunaga had defeated all opposing samurai warlords in Japan, and only the Ikkō Ikki stood in the way of Nobunaga blanketing Japan with his hegemony.</p><p><blockquote>到了16世纪60年代，信长已经击败了日本所有反对的武士军阀，只有一晃一辉阻止了信长用他的霸权覆盖日本。</blockquote></p><p> And so, in 1570 Nobunaga set out for Ishiyama Hongan-ji with 30,000 troops, many of whom were trained with early versions of rifles known as arquebuses. Nobunaga himself was armed with the Dōjigiri Yasutsuna: Japan’s most famous sword. Legend has it that the Dōjigiri Yasutsuna was used to kill the most terrifying demon of its time: the Shuten-Dōji.</p><p><blockquote>因此，1570年，信长带着30,000名士兵出发前往石山本愿寺，其中许多人接受过早期版本的火绳枪的训练。信长本人手持日本最著名的剑——“道吉里安纲”。传说道吉里安纲被用来杀死当时最可怕的恶魔——酒吞道吉。</blockquote></p><p> Despite the considerable weapons at his disposal, Nobunaga’s attack on the fortress of Ishiyama Hongan-ji was unsuccessful. For ten years his forces laid siege to Ishiyama, and for ten years he was repelled. Indeed, when the Ikkō Ikki finally surrendered in 1580, it was at the request of the Imperial Court rather than the fortress being overrun.</p><p><blockquote>尽管信长拥有大量武器，但他对石山本愿寺要塞的进攻并没有成功。他的部队围攻石山十年，他被击退了十年。事实上，1580年一光一号最终投降时，是应朝廷的要求，而不是要塞被攻破。</blockquote></p><p> So how did the Ikkō Ikki fend off the most fearsome shogun in medieval Japan?</p><p><blockquote>那么一晃一辉是如何抵挡住中世纪日本最可怕的幕府将军的呢？</blockquote></p><p> A moat, of course.</p><p><blockquote>当然是护城河。</blockquote></p><p> Flowing around the cathedral fortress of Ishiyama was an intricate labyrinth of moats surmounted by featureless walls. As a consequence of the moats, these walls could not be assaulted with siege towers or tunneled through. They could not be climbed or vaulted. It was unassailable.</p><p><blockquote>环绕石山大教堂要塞的是一条错综复杂的护城河，上面是毫无特色的城墙。由于有了护城河，这些城墙不能被攻城塔或隧道攻击。它们不能被攀爬或跨越。它无懈可击。</blockquote></p><p> In reference to this medieval structure that could provide defense against attackers for 10 years or more, the word “moat” has since become a common measure of a business’ longevity. I appreciate when history makes sense.</p><p><blockquote>关于这种可以防御攻击者10年或更长时间的中世纪结构，“护城河”一词从此成为衡量企业寿命的常用指标。我欣赏历史有意义的时候。</blockquote></p><p> <b>Palantir’s Seven Moats</b></p><p><blockquote><b>Palantir的七大护城河</b></blockquote></p><p>   <i>Growth is easy to measure, but durability isn’t. If you focus on near-term growth above all else, you miss the most important question you should be asking: will this business still be around a decade from now? Numbers alone won’t tell you the answer; instead you must think critically about the qualitative characteristics of your business.”</i>  -Peter Thiel, Founder &amp; Chairman, Palantir</p><p><blockquote><i>增长很容易衡量，但持久性却不容易。如果你把短期增长看得比什么都重要，你就错过了你应该问的最重要的问题：十年后，这项业务还会存在吗？光靠数字是不会告诉你答案的；相反，你必须批判性地思考你的业务的质量特征。”</i>—Peter Thiel，Palantir创始人兼董事长</blockquote></p><p> In&nbsp;7 Powers, Hamilton Helmer writes about the seven moats a business may employ to guide value-creation efforts. By combining operational excellence with thoughtful moat-building, Helmer argues, a business may be able to make itself enduringly valuable. The seven powers are: Scale Economies, Network Effects, Counter-Positioning, Switching Costs, Branding, Cornered Resources, and Process Power.</p><p><blockquote>在《7种权力》一书中，汉密尔顿·赫尔默(Hamilton Helmer)写道，企业可以用来指导价值创造工作的七条护城河。赫尔默认为，通过将卓越运营与深思熟虑的护城河建设相结合，企业或许能够使自己具有持久的价值。这七种力量是：规模经济、网络效应、反向定位、转换成本、品牌、垄断资源和流程力量。</blockquote></p><p> Helmer outlines case studies of these moats represented by modern day enterprises. Pixar had the brain trust (Cornered Resource), Nike(NYSE:NKE)can charge more for a pair of shoes than competitors (Brand), and Netflix’s(NASDAQ:NFLX)content costs less to produce as it gains subscribers (Scale Economies). The most iconic companies in the world have two, maybe three moats.</p><p><blockquote>赫尔默概述了以现代企业为代表的这些护城河的案例研究。Pixar拥有智囊团（被垄断的资源），Nike（纽约证券交易所股票代码：NKE）可以为一双鞋收取比竞争对手（品牌）更高的费用，而Netflix（纳斯达克股票代码：NFLX）的内容制作成本随着订户的增加而降低（规模经济）。世界上最具标志性的公司有两条，也许三条护城河。</blockquote></p><p> Palantir (PLTR) has all seven.</p><p><blockquote>Palantir(PLTR)拥有全部七项。</blockquote></p><p> I know that sounds crazy because Palantir went public nine months ago, and yes, it remains unprofitable. Yes, the stock based compensation is corpulent. Yes, revenue is concentrated and yes, valuation is optimistic. Yes to all of it.</p><p><blockquote>我知道这听起来很疯狂，因为Palantir九个月前上市，是的，它仍然没有盈利。是的，基于股票的薪酬是丰厚的。是的，收入集中，是的，估值乐观。对所有这些都是肯定的。</blockquote></p><p> No take backs. Palantir has seven moats. Let me show you.</p><p><blockquote>没有收回。Palantir有七条护城河。让我给你看看。</blockquote></p><p> <b>Palantir's Scale Economies</b></p><p><blockquote><b>Palantir的规模经济</b></blockquote></p><p> <i>The quality of declining unit costs as volume increases</i></p><p><blockquote><i>随着数量的增加，单位成本下降的质量</i></blockquote></p><p> Palantir’s sales cycles are perhaps the most misunderstood aspect of their business model. Naysayers argue Palantir is a services company. Bag holders who bought at $35/share argue Palantir is a SaaS company. They’re both right.</p><p><blockquote>Palantir的销售周期可能是其商业模式中最被误解的方面。反对者认为Palantir是一家服务公司。以每股35美元的价格买入的购物者认为Palantir是一家SaaS公司。他们都是对的。</blockquote></p><p> Gotham and Foundry drive high margin, recurring software contracts for government and commercial customers alike. Meanwhile, Palantir parachutes in technical consultants to expand and mature these contracts. Palantir describes this sales cycle as “Acquire, Expand, and Scale.”</p><p><blockquote>Gotham和Foundry为政府和商业客户提供高利润的经常性软件合同。与此同时，Palantir引进技术顾问来扩大和成熟这些合同。Palantir将这个销售周期描述为“收购、扩张和规模化”。</blockquote></p><p> <b>Acquire</b></p><p><blockquote><b>获得</b></blockquote></p><p></p><p> While Palantir<i>is</i>a software company, it stands quite apart from others who share this label. For example, there are some differences between selling a software like Zoom (ZM) to an enterprise, and selling Foundry. As of Q1 2021, Palantir reported $8.1 million in annual revenue per customer. This staggering product revenue belies the value of Palantir’s offerings, but also underscores the complexity of their sales cycle.</p><p><blockquote>而Palantir<i>是</i>作为一家软件公司，它与其他分享这个标签的公司截然不同。例如，向企业销售Zoom（ZM）这样的软件和销售Foundry之间存在一些差异。截至2021年第一季度，Palantir报告每位客户的年收入为810万美元。这种惊人的产品收入掩盖了Palantir产品的价值，但也凸显了其销售周期的复杂性。</blockquote></p><p> In&nbsp;Palantir’s S-1, Acquire customers are described as those enjoying short-term pilot deployments of Palantir’s technology. Palantir operates these accounts at a loss, and notes this selling phase generally lasts 6-9 months on average.</p><p><blockquote>在Palantir的S-1中，Acquire客户被描述为享受Palantir技术短期试点部署的客户。Palantir亏本运营这些账户，并指出这一销售阶段通常平均持续6-9个月。</blockquote></p><p> <b>Expand</b></p><p><blockquote><b>扩大</b></blockquote></p><p> The second phase, Expand, is characterized by<i>value building.</i>Palantir focuses on understanding the customer’s challenges and delivering against them. These are customers who provide larger revenue contracts to Palantir, but also generally represent negative contribution margins.</p><p><blockquote>第二阶段，扩展，其特征是<i>价值建设。</i>Palantir专注于了解客户的挑战并应对这些挑战。这些客户向Palantir提供较大收入合同，但通常也代表负贡献利润率。</blockquote></p><p> I know, two stages in a row of unprofitable product delivery. However, this stage is marked by an almost viral expansion of Palantir’s personalized value creation, informed by 6 – 9 months of data ingestion and customer feedback during the Acquire phase. It is in this stage that Palantir’s offerings begin to merit the descriptor<i>bespoke.</i></p><p><blockquote>我知道，连续两个阶段的无利可图的产品交付。然而，这一阶段的特点是Palantir的个性化价值创造几乎呈病毒式扩张，这得益于收购阶段6-9个月的数据摄取和客户反馈。正是在这个阶段，Palantir的产品开始配得上这个描述<i>定制的。</i></blockquote></p><p> Expand is fueled by CEO Alex Karp himself, who, prior to the pandemic, spent 250 days a year visiting clients in person. This is perhaps the most ineffaceable contribution of Karp; the CEO served as a salesforce for a company that never had one. Palantir’s customers are whales. Karp is Captain Ahab.</p><p><blockquote>Expand是由首席执行官Alex Karp本人推动的，在大流行之前，他每年有250天亲自拜访客户。这也许是卡普最不可磨灭的贡献；这位首席执行官为一家从未有过销售人员的公司担任销售人员。Palantir的客户是鲸鱼。卡普是亚哈船长。</blockquote></p><p> <b>Scale</b></p><p><blockquote><b>比例</b></blockquote></p><p> The word “scale” is used a full 44 times in thePalantir S-1, and Palantir defines Scale customers as those contributing mature contracts with a positive contribution margin. During Scale, we witness a reversal of Palantir’s unit economics. As customer accounts mature, Palantir’s investment costs decrease. Customers can now operate independently, building their own applications on top of Foundry or Gotham. This results in new use cases, less services fees, and a greater proportion of high-margin recurring revenue.</p><p><blockquote>“规模”一词在Palantir S-1中被使用了整整44次，Palantir将规模客户定义为那些贡献具有正边际的成熟合同的客户。在规模化过程中，我们见证了Palantir单位经济效益的逆转。随着客户账户的成熟，Palantir的投资成本会降低。客户现在可以独立操作，在Foundry或Gotham之上构建自己的应用程序。这会带来新的用例、更少的服务费以及更大比例的高利润经常性收入。</blockquote></p><p>   It is in the Scale phase of our partnerships with customers that we generally see contribution margin on particular accounts improve. In 2019, we generated $565.7 million in revenue from customers in the Scale phase, with a contribution margin of 55%. In H1 2020, those same customers generated $296.3 million in revenue, with a contribution margin of 68%.  Source:Palantir S-1</p><p><blockquote>正是在我们与客户合作的规模阶段，我们通常会看到特定账户的贡献率有所提高。2019年，我们在规模阶段从客户那里获得了5.657亿美元的收入，贡献率为55%。2020年上半年，这些客户创造了2.963亿美元的收入，贡献率为68%。资料来源：Palantir S-1</blockquote></p><p> And also:</p><p><blockquote>还有：</blockquote></p><p>   <b>We believe that all of our customers will move into the Scale phase over the long term.</b>We also believe that contribution margin for Scale phase accounts will increase further as we become more efficient at deploying our software platforms across the entirety of our customers’ operations and at managing and operating our software…In H1 2020, the top 25% of customers by contribution margin in the Scale phase as of the end of 2019 had a  <b>contribution margin during the period of 89%.</b>  Source:Palantir S-1, emphasis mine</p><p><blockquote><b>我们相信，从长远来看，我们所有的客户都将进入规模化阶段。</b>我们还相信，随着我们在整个客户运营中部署我们的软件平台以及管理和运营我们的软件方面变得更加高效，规模阶段账户的边际贡献将进一步增加……2020年上半年，前25%的客户截至2019年底，规模阶段的边际贡献为<b>期内供款率为89%。</b>资料来源：Palantir S-1，重点矿</blockquote></p><p> For those of you wringing your clammy hands over Palantir’s inability to turn a profit, take notice:<b>Palantir has just begun to leverage this moat to drive astronomical contribution margins approaching 90%.</b>As Palantir converts more customers from Expand to Scale, margins will improve, costs will depress, and revenue concentration will diversify. As Palantir optimizes and in some cases automates software deployment, I expect the Acquire and Expand cycles shorten, allowing this flywheel to spin faster.</p><p><blockquote>对于那些因Palantir无法盈利而苦恼的人，请注意：<b>Palantir刚刚开始利用这条护城河来推动接近90%的天文数字贡献率。</b>随着Palantir将更多客户从扩张转向规模化，利润率将会提高，成本将会降低，收入集中度将会多元化。随着Palantir优化并在某些情况下自动化软件部署，我预计获取和扩展周期会缩短，从而使飞轮旋转得更快。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/604faf2a51bd7d6e60abbc5d89663571\" tg-width=\"640\" tg-height=\"378\"><span>Source:Palantir Q4 2020 Business Update</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 2020年第四季度业务更新</span></p></blockquote></p><p> <b>Palantir's</b>&nbsp;<b>Network effects</b></p><p><blockquote><b>Palantir的</b> <b>网络效应</b></blockquote></p><p> <i>The product becomes more valuable as more customers use the product</i></p><p><blockquote><i>随着更多客户使用产品，产品变得更有价值</i></blockquote></p><p> In Palantir’s S-1, “Generate Network Effects,”&nbsp;is listed&nbsp;within the First Principles section. They go on to describe how Palantir’s software becomes more valuable to the customer as more employees use the product.</p><p><blockquote>在Palantir的S-1中，“产生网络效应”列在第一原则部分。他们接着描述了随着越来越多的员工使用Palantir的软件如何对客户变得更有价值。</blockquote></p><p>   At a financial services customer, network effects enabled our platforms to scale from a single use case to more than 70 workstreams across compliance, front office, risk, and internal audit desks.  -Source:Palantir’s S-1</p><p><blockquote>在一家金融服务客户中，network effects使我们的平台能够从单个用例扩展到跨合规、前台、风险和内部审计部门的70多个工作流。-资料来源：Palantir的S-1</blockquote></p><p> Imagine, for a moment, you are a sweater-vest wearing software engineer at Okland Bank, who just agreed to a Foundry pilot. As you sip your oat milk latte, you begin clicking through Foundry information dashboards, and slowly you explore and experiment with the Foundry platform. You realize you can run data-analytics on AI-infused applications, and begin identifying inefficiencies, which are shared with your team and supervisors (making you look quite brilliant).</p><p><blockquote>想象一下，你是奥克兰银行的一名穿着毛衣背心的软件工程师，刚刚同意进行代工试点。当您啜饮燕麦牛奶拿铁时，您开始点击Foundry信息仪表板，慢慢地探索和试验Foundry平台。你意识到你可以在注入人工智能的应用程序上运行数据分析，并开始识别效率低下的地方，这些地方与你的团队和主管分享（让你看起来很聪明）。</blockquote></p><p></p><p> As Foundry is used to identify optimization targets, developers begin building their own application layer on top of Foundry, which identifies new use cases and new applications, and new layers are added. Palantir’s network effects manifest as a digital opera cake; an indelible stack of use cases rising ever higher as utility begets utility. This is the second of Palantir’s moats.</p><p><blockquote>随着Foundry用于识别优化目标，开发人员开始在Foundry之上构建他们自己的应用层，它识别新的用例和新的应用，并添加新的层。Palantir的网络效应表现为数字歌剧蛋糕；随着效用产生效用，不可磨灭的用例堆栈越来越高。这是Palantir的第二条护城河。</blockquote></p><p> I believe there are sector-specific network effects in play as well. How much different would Palantir’s software deployment be for Boeing(NYSE:BA)as compared to current Palantir customer Airbus(OTCPK:EADSF)? Not much, I'd wager.</p><p><blockquote>我相信也有特定行业的网络效应在起作用。与Palantir当前客户空中客车公司(OTCPK：EADSF)相比，波音公司(NYSE：BA)的Palantir软件部署有多大不同？我敢打赌，不多。</blockquote></p><p> The Life Sciences sector, which Palantir identified as a major growth area moving forward is another example. Palantir revealed that a top 5 pharma company is using Foundry to integrate genotyping and lab data across thousands of clinical trials. This experience can be extended to<i>any</i>pharma company, and Palantir’s work with this customer allows foresight into the myriad use cases such companies would benefit from. Foresight here is not intangible; it results in accelerated product expansion at lower cost for each and every additional sector-specific customer who inks a deal with Palantir.</p><p><blockquote>生命科学领域是另一个例子，Palantir将其确定为未来的主要增长领域。Palantir透露，一家排名前5的制药公司正在使用Foundry来整合数千项临床试验的基因分型和实验室数据。这种经验可以推广到<i>任何</i>制药公司，Palantir与该客户的合作使我们能够预见此类公司将从中受益的无数用例。这里的远见不是无形的；对于与Palantir签署协议的每一个额外的特定行业客户来说，它可以以更低的成本加速产品扩展。</blockquote></p><p> This moat is borne out in the numbers, as Palantir’s largest customers continue to expand and renew larger contracts.</p><p><blockquote>随着Palantir最大的客户不断扩张并续签更大的合同，这条护城河在数字上得到了证实。</blockquote></p><p> <b>Palantir's</b>&nbsp;<b>Switching</b>&nbsp;<b>Costs</b></p><p><blockquote><b>Palantir的</b> <b>切换</b> <b>成本</b></blockquote></p><p> <i>Customers would incur value loss if they switched to a different product supplier</i></p><p><blockquote><i>如果客户转向不同的产品供应商，他们将遭受价值损失</i></blockquote></p><p> This is perhaps the easiest moat to highlight for Palantir. If you understand machine learning at a basic level, you might intuit how a data analytics company like Palantir would have high Switching Costs.</p><p><blockquote>这也许是Palantir最容易强调的护城河。如果您对机器学习有基本的了解，您可能会直觉到像Palantir这样的数据分析公司会有很高的转换成本。</blockquote></p><p> I believe there is a<i>point of no return</i>for customers somewhere in the Expand phase of the sales cycle. At this point, Foundry use cases are multiplying, efficiencies are being realized, and the software is becoming less a service and more the central operating system of the enterprise. In a given organization, petabytes of data have been collated by Palantir and refined into actionable processes, and each day Foundry knows the organizational needs a little bit better. Remember, this is likely 18 months into a customer relationship, and Foundry has become an everyday analytics tool in the company workflow.</p><p><blockquote>我相信有个<i>不归路</i>对于处于销售周期扩展阶段的客户。在这一点上，代工用例正在成倍增加，效率正在实现，软件正在变得越来越少的服务，而更多的是企业的中央操作系统。在给定的组织中，Palantir会整理数PB的数据并将其提炼为可操作的流程，Foundry每天都会更好地了解组织的需求。请记住，这可能是客户关系的18个月，Foundry已成为公司工作流程中的日常分析工具。</blockquote></p><p> I believe this is the point of no return, because the alternative here is unimaginable. First and foremost, who is this alternative software provider? Bueller? Even if there was a comparable service to Foundry, and there’s not, you would be starting entirely over again. Enterprises want to accelerate, no, hurtle towards a digital, AI-driven future. Try explaining to senior management we have to pull the plug 18 months in on Foundry because the price tag is too steep. You would have to go back to Day 0 with data collection, analysis and refining. It would be a duplication of effort, time and expense of the greatest scale. Somewhere in Expand you’re in too deep – if you turn off the lights, the ice cream melts.</p><p><blockquote>我相信这是不归路，因为这里的替代方案是不可想象的。首先，这个替代软件提供商是谁？布勒？即使有类似于Foundry的服务，但没有，你也要从头再来。企业希望加速，不，奔向数字化、人工智能驱动的未来。尝试向高级管理层解释，我们必须在18个月内停止代工业务，因为价格太高。您必须回到第0天进行数据收集、分析和提炼。这将是最大规模的努力、时间和费用的重复。在Expand的某个地方，你陷得太深了——如果你关灯，冰淇淋就会融化。</blockquote></p><p> Palantir’s largest contracts have been customers of Palantir the longest. This is not coincidence. It is a moat, Palantir's third. Switching costs only increase as customers become deeper users of Palantir products.</p><p><blockquote>Palantir最大的合同是Palantir最长的客户。这不是巧合。这是Palantir的第三条护城河。随着客户成为Palantir产品的深度用户，转换成本只会增加。</blockquote></p><p> Commodity software services will never enjoy the strategic advantage Palantir owns. Would it really be that big of a deal if your company switched from Skype to Zoom?</p><p><blockquote>商品软件服务永远不会享有Palantir所拥有的战略优势。如果你的公司从Skype转向Zoom，这真的有那么大的问题吗？</blockquote></p><p> <b>Palantir'sBranding</b></p><p><blockquote><b>Palantir的品牌</b></blockquote></p><p> <i>The durable attribution of higher value to an objectively identical offering that arises from historical information about the seller</i></p><p><blockquote><i>从卖方的历史信息中产生的客观上相同的产品的更高价值的持久属性</i></blockquote></p><p> The Branding moat is easier to understand in the context of basic consumer products, like Coca-Cola(NYSE:KO). I would probably pay double for a Coca-Cola than a Koka Kola, for example.</p><p><blockquote>在可口可乐（纽约证券交易所股票代码：KO）等基本消费品的背景下，品牌护城河更容易理解。例如，我可能会花双倍的钱买一杯可口可乐。</blockquote></p><p> Making this comparison in data analytics software is challenged because I don’t believe there is an identical offering to Palantir. Hypothetically, however, let’s assume such a company exists.</p><p><blockquote>在数据分析软件中进行这种比较是一个挑战，因为我不相信Palantir有相同的产品。然而，假设一下，让我们假设这样一家公司存在。</blockquote></p><p> Palantir has built an iconic brand since its inception in 2003. Over the past 18 years, Palantir has been funded by the CIA, linked to the identification and killing of Osama Bin Laden, sued the U.S. Army and won, and has carefully curated a narrative of intrigue and ostensibly supernatural analytics capabilities. But this company image is not the Branding moat I aim to highlight here.</p><p><blockquote>Palantir自2003年成立以来已打造了一个标志性品牌。起诉美国，过去18年来，Palantir一直由中央情报局资助，与识别和击毙奥萨马·本·拉登有关。军队和胜利，并精心策划了一个阴谋和表面上超自然的分析能力的叙事。但这种公司形象并不是我在这里要强调的品牌护城河。</blockquote></p><p> This is the publicly traded company the<i>U.S. government hires to manage their nuclear program</i>. This is the company the NHS hires to manage PPE inventory and vaccine rollout during the greatest public health crisis of our time. Over the past two decades, Palantir has a track record of coming through in the most extreme circumstances our country faces. To the U.S. government, I would argue, there is no software company that better epitomizes reliability and security than Palantir. That is an enduring brand.</p><p><blockquote>这是一家上市公司<i>美国政府雇佣员工来管理他们的核计划</i>.这是NHS雇佣的公司，在我们这个时代最大的公共卫生危机期间管理个人防护设备库存和疫苗推广。在过去的二十年里，Palantir拥有在我国面临的最极端情况下挺身而出的记录。我认为，对于美国政府来说，没有哪家软件公司比Palantir更能体现可靠性和安全性。这是一个经久不衰的品牌。</blockquote></p><p></p><p> The below press releases were announced over the past two months<i>alone</i>:</p><p><blockquote>以下是过去两个月发布的新闻稿<i>单独的</i>：</blockquote></p><p> <ul>  <li>CDC Renews Partnership with Palantir for Disease Monitoring and Outbreak Response</li>  <li>Palantir Awarded $111m Contract to Provide Mission Command Platform for the United States Special Operations Command</li>  <li>Palantir and Space Force Expand Partnership</li> </ul> I don’t care how bearish you may be about Palantir’s valuation. There is no software company that has the brand value Palantir does with the U.S. government and her allies abroad. As Palantir expands into commercial vectors with clients evermore concerned about cybersecurity, and data fidelity… what competitor can point to the resume Palantir can? When the margin of error must be zero, and you are looking down the barrel of a no fail scenario, bet on Palantir.</p><p><blockquote><ul><li>CDC与Palantir续签疾病监测和疫情应对合作伙伴关系</li><li>Palantir获得价值1.11亿美元的合同，为美国特种作战司令部提供任务指挥平台</li><li>Palantir与太空军扩大合作伙伴关系</li></ul>我不在乎你对Palantir的估值有多悲观。没有一家软件公司拥有Palantir在美国政府及其海外盟友中所拥有的品牌价值。随着Palantir扩展到商业领域，客户越来越关注网络安全和数据保真度……哪个竞争对手能指出Palantir的简历？当误差幅度必须为零，并且您正在展望一个不会失败的场景时，请押注Palantir。</blockquote></p><p> <b>Palantir's</b>&nbsp;<b>Counter-Positioning</b></p><p><blockquote><b>Palantir的</b> <b>反向定位</b></blockquote></p><p> <i>A newcomer adopts a new, superior business model which the incumbent does not mimic due to anticipated damage to their existing business</i></p><p><blockquote><i>新进入者采用了一种新的、优越的商业模式，而在位者由于预期对其现有业务造成损害而不会模仿这种模式</i></blockquote></p><p> Counter-positioning is a unique moat, I think best represented by Square (SQ) in the&nbsp;digital wallet space. Incumbent banks have moved with all the intention of an ice floe to counter Square’s moves, partly due to regulation, partly due to underestimated competition, but mostly because offering digital wallet solutions could cannibalize banks’ core products. This is the Counter-Positioning moat.</p><p><blockquote>反向定位是一条独特的护城河，我认为数字钱包领域的Square(SQ)最能代表这一点。现有银行的行动完全是为了对抗Square的举措，部分原因是监管，部分原因是竞争被低估，但主要是因为提供数字钱包解决方案可能会蚕食银行的核心产品。这就是反定位护城河。</blockquote></p><p> Palantir’s Counter-Positioning moat is perhaps less obvious. First off, who is the incumbent? Palantir’s technology is so disruptive, it can be challenging to construe a natural competitor.</p><p><blockquote>Palantir的反向定位护城河可能不太明显。首先，谁是现任者？Palantir的技术极具颠覆性，因此很难理解天然竞争对手。</blockquote></p><p> For Gotham (Gov’t), the incumbent<i>was</i>the government; the U.S. Army, the DoD, the CIA, etc. Let’s wind back the clocks to 2015. The U.S. Army released a solicitation seeking bids to build the Distributed Common Ground System-Army (DCGS-A). This would be an integrated data analytics framework that could gather data from numerous sources, share data seamlessly across a suite of analytical tools and provide easy-to use visualization for soldiers in the field. Sound familiar? Sounds exactly like Palantir’s Gotham product to me.</p><p><blockquote>对于哥谭市（政府）来说，现任<i>什么</i>政府；美国。陆军、国防部、中央情报局等。让我们把时钟拨回到2015年。美国。陆军发布了一份招标书，寻求建造分布式通用地面系统-陆军（DCGS-A）。这将是一个集成的数据分析框架，可以从众多来源收集数据，跨一套分析工具无缝共享数据，并为战场上的士兵提供易于使用的可视化。听起来很熟悉？对我来说，这听起来就像Palantir的Gotham产品。</blockquote></p><p> DCGS-A was actually an internal Army project over a decade in the making at a development cost of $3 Billion. Palantir entered into the bidding at a much lower cost, but the Army elected to continue its own internal development. Palantir ultimately filed a lawsuit against the Army, arguing that Gotham provided the exact services the Army was attempting to build, and at a fraction of the cost. In October of 2016, a federal judge ruled in favor of Palantir (§ 2377), and established the precedent that the government must procure commercial services and products to the maximum practical extent. This was appealed by the Army, but later held up in the U.S. Court of Appeals in 2018.</p><p><blockquote>DCGS-A实际上是一个酝酿了十多年的陆军内部项目，开发成本为30亿美元。Palantir以低得多的成本参与了竞标，但陆军选择继续自己的内部开发。Palantir最终对陆军提起诉讼，辩称哥谭市提供了陆军试图建设的确切服务，而且成本只是陆军试图建设的一小部分。2016年10月，一名联邦法官做出了有利于Palantir（2377）的裁决，并开创了政府必须在最大实际范围内采购商业服务和产品的先例。陆军对此提出上诉，但后来于2018年在美国上诉法院维持原判。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70fc6c13c9c0d3ca0b559fd48bdff1da\" tg-width=\"640\" tg-height=\"457\"><span>Source:Palantir S-1 Filing</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir S-1文件</span></p></blockquote></p><p> Palantir’s landmark lawsuit against the Army surprisingly resulted in a deepening relationship with the U.S. Government. In the year following the lawsuit, Palantir’s Army revenue equaled the sum of the eleven preceding years.</p><p><blockquote>Palantir针对陆军的里程碑式诉讼出人意料地加深了与美国政府的关系。诉讼发生后的一年，Palantir的陆军收入相当于前11年的总和。</blockquote></p><p> Similar to incumbent banks, there is something about size that begets bureaucracy and inertia. The U.S. government, for all its influence and power, either chose to underinvest in data analytics, moved too slowly, or underestimated the pace of innovation in the private sector. It was probably some of each.</p><p><blockquote>与现有银行类似，规模也会产生官僚主义和惰性。尽管美国政府拥有巨大的影响力和权力，但它要么选择在数据分析方面投资不足，行动过于缓慢，要么低估了私营部门的创新步伐。可能每种都有一些。</blockquote></p><p> These same competitive issues are manifesting in the private sector. Massive enterprise software behemoths like Oracle (ORCL) and SAP (SAP) have spent the past decade building out sales teams for ‘good enough’ products. Meanwhile, Palantir has been obsessively proliferating and refining their offerings (more on this later) without a recognizable salesforce. Palantir’s entire focus over the past 18 years was engineering great product, and the incumbents are just now sensing the deep, almost planetary groan of enterprise software culture shifting, the jeremiad of an opportunity missed.</p><p><blockquote>这些同样的竞争问题也出现在私营部门。甲骨文(ORCL)和SAP(SAP)等大型企业软件巨头在过去十年里一直在为“足够好”的产品建立销售团队。与此同时，Palantir在没有知名销售人员的情况下一直在痴迷地扩大和完善他们的产品（稍后将详细介绍）。Palantir在过去18年里的全部重点是设计伟大的产品，而现有企业现在刚刚感受到企业软件文化转变的深刻、几乎是全球性的呻吟，以及错失机会的哀叹。</blockquote></p><p> Palantir is deepening its Counter-Positioning moat by investing in several young, disruptive companies in the data analytics space. In my prior Palantir article,Palantir’s SPACs: Do You See What Karp Sees?, I outlined Palantir’s investments in these companies as opportunities to expand market reach and build a valuable portfolio.</p><p><blockquote>Palantir正在通过投资数据分析领域几家年轻、颠覆性的公司来深化其反定位护城河。在我之前的Palantir文章中，Palantir的SPAC：你看到卡普所看到的了吗？，我将Palantir对这些公司的投资概述为扩大市场覆盖范围和建立有价值的投资组合的机会。</blockquote></p><p> I have since added another layer to this analysis. These investment companies are not just expanding Palantir’s market reach, they are lighthouses for Palantir’s products, emissaries that may evince the velocity Foundry contributes to product roadmap and go to market pace. By partnering with these companies, Palantir is cementing its technological leadership and demonstrating commitment to the innovative product DNA its reputation is built around.</p><p><blockquote>从那以后，我在这个分析中又增加了一层。这些投资公司不仅扩大了Palantir的市场影响力，而且还是Palantir产品的灯塔，是可能表明velocity Foundry对产品路线图和上市步伐做出贡献的使者。通过与这些公司合作，Palantir巩固了其技术领先地位，并展示了对其声誉所依据的创新产品DNA的承诺。</blockquote></p><p></p><p> <b>Palantir's</b>&nbsp;<b>Cornered Resources</b></p><p><blockquote><b>Palantir的</b> <b>被垄断的资源</b></blockquote></p><p> <i>Preferential access at attractive terms to a coveted asset that can independently enhance value</i></p><p><blockquote><i>以有吸引力的条款优先获得可以独立增值的令人垂涎的资产</i></blockquote></p><p> Palantir hoards two resources that confer a remarkable advantage over its competitors: technology and talent. I’m going to start with Thiel’s definition of technological advantage. It’s ambitious, but Palantir clears this bar.</p><p><blockquote>Palantir拥有两种资源，使其相对于竞争对手具有显着优势：技术和人才。我将从泰尔对技术优势的定义开始。这是雄心勃勃的，但Palantir清除了这个障碍。</blockquote></p><p>   As a good rule of thumb, proprietary technology must be at least 10 times better than its closest substitute in some important dimension to lead to a real monopolistic advantage.”  - Peter Thiel, Co-Founder &amp; Chairman, Palantir,<i>Zero to One</i></p><p><blockquote>作为一个很好的经验法则，专有技术必须在某些重要方面比最接近的替代品至少好10倍，才能带来真正的垄断优势。”-Peter Thiel，Palantir联合创始人兼董事长，<i>零比一</i></blockquote></p><p> Ten times better. When the product offered is 10x better than the alternative, amazing things can happen. SpaceX’s (SPACE) rockets are 10x more efficient than NASA’s, meeting your next boyfriend is 10x easier on Bumble (BMBL) than it is in your local bar, and streaming Lord of the Rings on Netflix (NFLX) is 10x easier than driving to Best Buy (BBY) to wrangle up a set of DVDs.</p><p><blockquote>好了十倍。当提供的产品比替代产品好10倍时，惊人的事情就会发生。SpaceX（太空）火箭的效率比NASA高10倍，在Bumble（BMBL）结识下一个男朋友比在当地酒吧容易10倍，在Netflix（NFLX）上观看《指环王》比开车去百思买（BBY）买一套DVD容易10倍。</blockquote></p><p> Although it’s early days, Palantir’s software already appears to be 10x better than competitors in several ways. In Q1 2021, for example, Gotham was used to enable all 11 DoD Combatant Commands to generate integrated strategic decision advantage from intelligence, operations, logistics and supply data. This capability otherwise<i>never existed</i>. Palantir’s software is so advanced it continues to invent new use cases, which is a testament to the logarithmic improvement these offerings represent.</p><p><blockquote>尽管还处于早期阶段，但Palantir的软件在几个方面似乎已经比竞争对手好10倍。例如，在2021年第一季度，Gotham被用来使国防部所有11个作战司令部能够从情报、作战、后勤和供应数据中产生综合战略决策优势。这种能力否则<i>从未存在过</i>.Palantir的软件非常先进，它不断发明新的用例，这证明了这些产品所代表的对数改进。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03bd98e9e9f53009b19523de56ceb5dd\" tg-width=\"640\" tg-height=\"384\"><span>Source:Palantir Q4 2020 Business Update</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 2020年第四季度业务更新</span></p></blockquote></p><p> And Palantir continues to out-innovate competitors. In Palantir’s Q4 2020 earning presentation, they provided an update on trajectory towards a DoD Impact Level 6 (IL-6) status. They are one of only four IL-5 companies (Mission Critical Information National Security Systems) in the world, and are targeting IL-6, which would make them the first SaaS for Classified Secret National Security Systems. For frame of reference, IL-2 companies include data analytics giants Snowflake (SNOW) and Google (GOOG).</p><p><blockquote>Palantir继续在创新方面超越竞争对手。在Palantir的2020年第四季度收益演示中，他们提供了国防部影响6级(IL-6)状态轨迹的最新信息。他们是世界上仅有的四家IL-5公司（关键任务信息国家安全系统）之一，目标是IL-6，这将使他们成为机密国家安全系统的第一个SaaS。作为参照系，IL-2公司包括数据分析巨头Snowflake(SNOW)和Google(GOOG)。</blockquote></p><p> Palantir’s data are better because Palantir’s data quality is better. For as much import as we place on data volume in analytics, data quality is even more prized. Gotham has been humming in the mud, in space, and on the ocean floor more than a decade, informed by the harshest and most demanding scenarios. Gotham is battle tested enterprise software.</p><p><blockquote>Palantir的数据更好，因为Palantir的数据质量更好。在分析中，我们非常重视数据量，因此数据质量更加重要。十多年来，哥谭市一直在泥地、太空和海底嗡嗡作响，被最严酷和最苛刻的场景所告知。哥谭是经过战斗考验的企业软件。</blockquote></p><p> Palantir’s second Cornered Resource is talent. Karp’s reported nose for and ability to seduce top engineering talent has resulted in a who’s who roster almost impossible to emulate.</p><p><blockquote>Palantir的第二个陷入困境的资源是人才。据报道，卡普对顶尖工程人才的嗅觉和吸引能力导致了一份几乎无法效仿的名人录。</blockquote></p><p> As an investor, I am okay with Palantir bears doodling out their diluted cash flow models and how stock based compensation affects it. But these bears cannot in the same breath:</p><p><blockquote>作为一名投资者，我可以接受Palantir空头涂鸦他们的稀释现金流模型以及基于股票的薪酬如何影响它。但这些熊不能同日而语：</blockquote></p><p> <ol>  <li>Complain about Palantir’s SBC and--</li>  <li>Argue Palantir does not have a moat of engineering talent</li> </ol> Palantir is incentivizing engineering and product talent with SBC and an opportunity to change the world. If one NFL team had no salary cap, every position would be filled with the top player in The League. That is what Karp has done.</p><p><blockquote><ol><li>抱怨Palantir的SBC和--</li><li>认为Palantir没有工程人才护城河</li></ol>Palantir正在通过SBC和改变世界的机会激励工程和产品人才。如果一支NFL球队没有工资帽，每个位置都将由联盟中的顶级球员填补。这就是卡普所做的。</blockquote></p><p> <b>Palantir's</b>&nbsp;<b>Process Power</b></p><p><blockquote><b>Palantir的</b> <b>过程功率</b></blockquote></p><p> <i>Embedded company organization and activity sets enabling lower costs and/or superior product, and which can be matched only by an extended commitment</i></p><p><blockquote><i>嵌入式公司组织和活动集，可实现更低的成本和/或更好的产品，并且只能通过扩展承诺来匹配</i></blockquote></p><p> Process Power is Palantir's seventh, and final, moat. The most obvious examples are product deployment speed and the comprehensive nature of Palantir’s offerings.</p><p><blockquote>流程能力是Palantir的第七条也是最后一条护城河。最明显的例子是产品部署速度和Palantir产品的综合性。</blockquote></p><p>   An energy supermajor deployed our ERP suite in hours. Within two weeks, they generated $57 million of cash savings and expect to generate $1 billion on an annualized basis.  -Palantir Q3 2020 Business Update</p><p><blockquote>一家能源巨头在几个小时内部署了我们的ERP套件。在两周内，他们节省了5700万美元的现金，预计年化将节省10亿美元。-Palantir 2020年第三季度业务更新</blockquote></p><p> Traditional high touch software solutions offered by competitors are delivered in roadmap fashion, with an ultimate product delivery sometimes months or even years down the road. Palantir’s software can be deployed and benefits realized within hours.</p><p><blockquote>竞争对手提供的传统高接触软件解决方案以路线图的方式交付，最终产品交付有时需要几个月甚至几年的时间。Palantir的软件可以在数小时内部署并实现效益。</blockquote></p><p> In addition, there are no competitors that have the sweeping data analytics offerings Palantir does. This means customers who are not using Palantir are burdened with licensing fees from dozens of separate companies whose software oftentimes doesn’t communicate with each other.</p><p><blockquote>此外，没有竞争对手拥有Palantir所提供的全面数据分析产品。这意味着不使用Palantir的客户要承担数十家独立公司的许可费，这些公司的软件通常无法相互通信。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e1a1a03982b19a3b4181802ebb450f6\" tg-width=\"608\" tg-height=\"758\"><span>Source:The Generalist</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：通才</span></p></blockquote></p><p></p><p> Palantir has built a full stack of data analytics applications and continues to do so as needed for clients. The resulting product offering is so compelling and so rapidly delivered that Palantir does not have any direct competitors. In the above chart, Palantir's 19 product applications are outlined, with brief descriptions and which competitors offer a comparable product. Notice that the next most comprehensive offering comes from Tableau, and has only four products overlapping with Palantir.</p><p><blockquote>Palantir已经构建了完整的数据分析应用程序堆栈，并将根据客户的需要继续这样做。由此产生的产品如此引人注目且交付速度如此之快，以至于Palantir没有任何直接竞争对手。在上图中，概述了Palantir的19种产品应用，并提供了简要描述以及哪些竞争对手提供了类似的产品。请注意，下一个最全面的产品来自Tableau，只有四种产品与Palantir重叠。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/033d44206281f6449c0178f2f5943681\" tg-width=\"640\" tg-height=\"402\"><span>Source: Me, with help from Palantir’s S-1 filing</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Me，在Palantir S-1文件的帮助下</span></p></blockquote></p><p> When I initially began writing notes about Palantir’s Process Power, features such as product deployment speed and their comprehensive nature were immediately apparent. However, the more I reflected on Palantir’s business model, the more I began to see a second moat, one that is wider and deeper.</p><p><blockquote>当我最初开始撰写有关Palantir流程能力的笔记时，产品部署速度及其全面性等功能立即显而易见。然而，我对Palantir的商业模式思考得越多，我就越开始看到第二条护城河，一条更宽、更深的护城河。</blockquote></p><p> Perhaps Palantir’s greatest strategic advantage is that its products offer the Process Power moat to its customers.</p><p><blockquote>也许Palantir最大的战略优势是其产品为客户提供了流程能力护城河。</blockquote></p><p> Said another way, Foundry and Gotham allow customers to build their own Process Power moat. If you are a Fortune 100 company using Palantir, your lead over competitors widens as your supply chains achieve resonance, inefficiencies are trimmed and the product roadmap slope goes vertical. Palantir's software allows customers to look into the very seeing stone it was named for.</p><p><blockquote>换句话说，Foundry和Gotham允许客户建立自己的工艺能力护城河。如果您是一家使用Palantir的财富100强公司，随着您的供应链实现共振、低效率被削减以及产品路线图斜率垂直，您对竞争对手的领先优势将会扩大。Palantir的软件允许客户查看以其命名的非常引人注目的石头。</blockquote></p><p> Palantir recognized this moat, which is why they are investing aggressively in early data companies – so they might take share in rapidly growing businesses defended by Palantir’s moats.</p><p><blockquote>Palantir认识到了这条护城河，这就是他们积极投资早期数据公司的原因——因此他们可能会在Palantir护城河保护的快速增长的业务中分得一杯羹。</blockquote></p><p> <b>Palantir Final Thoughts</b></p><p><blockquote><b>Palantir最后的想法</b></blockquote></p><p> I am fascinated with the concept of building a fortress-like business with the staying power of a dynasty. There are only a few companies that can boast Palantir’s mélange of seven powers, and none exist in the data analytics sector. Palantir’s Scale Economies, Network Effects, Branding, Counter-Positioning, Cornered Resources, and Process Power have set the stage for massive value creation for itself, its investors and its clients.</p><p><blockquote>我着迷于用王朝的持久力建立堡垒般的企业的概念。只有少数公司能够拥有Palantir的七种力量，而且在数据分析领域还没有一家公司。Palantir的规模经济、网络效应、品牌、反向定位、垄断资源和流程能力为其自身、投资者和客户创造巨大价值奠定了基础。</blockquote></p><p> Over the coming decades, these moats will pool and interact, driving an evergreen flywheel allowing Palantir to create a business that is, in the words of Helmer,<i>enduringly valuable</i>. Palantir is building a dynasty.</p><p><blockquote>在未来几十年里，这些护城河将汇集并相互作用，推动一个常青的飞轮，使Palantir能够创建一项业务，用Helmer的话说，<i>持久有价值</i>.Palantir正在建立一个王朝。</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: On Building A Dynasty<blockquote>Palantir：建立王朝</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: On Building A Dynasty<blockquote>Palantir：建立王朝</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-29 15:48</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>Moats are competitive advantages built by businesses to protect profits and generate staying power.</li>  <li>There are seven types of moats, and great companies generally have two or three. Palantir has all seven.</li>  <li>These moats will allow Palantir to build an enduringly impactful and profitable business.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0361567f2939770c4946a5568ce8dc7e\" tg-width=\"1536\" tg-height=\"1033\"><span>Scott Olson/Getty Images</span></p><p><blockquote><ul><li>护城河是企业为保护利润和产生持久力而建立的竞争优势。</li><li>护城河有七种类型，伟大的公司通常有两到三种。Palantir拥有全部七个。</li><li>这些护城河将使Palantir能够建立具有持久影响力和盈利能力的业务。</li></ul><p class=\"t-img-caption\"><span>斯科特·奥尔森/盖蒂图片社</span></p></blockquote></p><p> <b>NewsIntroduction: On Building a Dynasty</b></p><p><blockquote><b>新闻简介：论建立王朝</b></blockquote></p><p> In the mid 16thcentury, Japan was engaged in all-out civil war.</p><p><blockquote>16世纪中叶，日本陷入了全面内战。</blockquote></p><p> Oda Nobunaga, a samurai regarded as the “Great Unifier” (or “Devil king,” on the battlefield) was emerging as the most powerful samurai warlord in all of Japan. His name had become synonymous with military brilliance, and he had a knack for unseating more powerful opponents.</p><p><blockquote>织田信长，一个被认为是“伟大的统一者”（或战场上的“魔王”）的武士，正在成为全日本最强大的武士军阀。他的名字已经成为军事才华的代名词，他有能力推翻更强大的对手。</blockquote></p><p> Despite the power of Nobunaga, a faction of the Buddhist faith, called the Ikkō (Single Minded) Ikki (League), began consolidating power, building fortresses and accumulating growing numbers of warrior monks. The Ikkō Ikki ultimately established themselves in the fortress of Ishiyama Hongan-ji (Stone Mountain) in what is modern day Osaka.</p><p><blockquote>尽管信长拥有强大的力量，但佛教中的一个派别——一心一意的一辉（联盟）——开始巩固权力，建造堡垒，积累越来越多的武僧。Ikko一辉最终在今天大阪的石山本愿寺（石山）建立了自己的堡垒。</blockquote></p><p> By the 1560’s Nobunaga had defeated all opposing samurai warlords in Japan, and only the Ikkō Ikki stood in the way of Nobunaga blanketing Japan with his hegemony.</p><p><blockquote>到了16世纪60年代，信长已经击败了日本所有反对的武士军阀，只有一晃一辉阻止了信长用他的霸权覆盖日本。</blockquote></p><p> And so, in 1570 Nobunaga set out for Ishiyama Hongan-ji with 30,000 troops, many of whom were trained with early versions of rifles known as arquebuses. Nobunaga himself was armed with the Dōjigiri Yasutsuna: Japan’s most famous sword. Legend has it that the Dōjigiri Yasutsuna was used to kill the most terrifying demon of its time: the Shuten-Dōji.</p><p><blockquote>因此，1570年，信长带着30,000名士兵出发前往石山本愿寺，其中许多人接受过早期版本的火绳枪的训练。信长本人手持日本最著名的剑——“道吉里安纲”。传说道吉里安纲被用来杀死当时最可怕的恶魔——酒吞道吉。</blockquote></p><p> Despite the considerable weapons at his disposal, Nobunaga’s attack on the fortress of Ishiyama Hongan-ji was unsuccessful. For ten years his forces laid siege to Ishiyama, and for ten years he was repelled. Indeed, when the Ikkō Ikki finally surrendered in 1580, it was at the request of the Imperial Court rather than the fortress being overrun.</p><p><blockquote>尽管信长拥有大量武器，但他对石山本愿寺要塞的进攻并没有成功。他的部队围攻石山十年，他被击退了十年。事实上，1580年一光一号最终投降时，是应朝廷的要求，而不是要塞被攻破。</blockquote></p><p> So how did the Ikkō Ikki fend off the most fearsome shogun in medieval Japan?</p><p><blockquote>那么一晃一辉是如何抵挡住中世纪日本最可怕的幕府将军的呢？</blockquote></p><p> A moat, of course.</p><p><blockquote>当然是护城河。</blockquote></p><p> Flowing around the cathedral fortress of Ishiyama was an intricate labyrinth of moats surmounted by featureless walls. As a consequence of the moats, these walls could not be assaulted with siege towers or tunneled through. They could not be climbed or vaulted. It was unassailable.</p><p><blockquote>环绕石山大教堂要塞的是一条错综复杂的护城河，上面是毫无特色的城墙。由于有了护城河，这些城墙不能被攻城塔或隧道攻击。它们不能被攀爬或跨越。它无懈可击。</blockquote></p><p> In reference to this medieval structure that could provide defense against attackers for 10 years or more, the word “moat” has since become a common measure of a business’ longevity. I appreciate when history makes sense.</p><p><blockquote>关于这种可以防御攻击者10年或更长时间的中世纪结构，“护城河”一词从此成为衡量企业寿命的常用指标。我欣赏历史有意义的时候。</blockquote></p><p> <b>Palantir’s Seven Moats</b></p><p><blockquote><b>Palantir的七大护城河</b></blockquote></p><p>   <i>Growth is easy to measure, but durability isn’t. If you focus on near-term growth above all else, you miss the most important question you should be asking: will this business still be around a decade from now? Numbers alone won’t tell you the answer; instead you must think critically about the qualitative characteristics of your business.”</i>  -Peter Thiel, Founder &amp; Chairman, Palantir</p><p><blockquote><i>增长很容易衡量，但持久性却不容易。如果你把短期增长看得比什么都重要，你就错过了你应该问的最重要的问题：十年后，这项业务还会存在吗？光靠数字是不会告诉你答案的；相反，你必须批判性地思考你的业务的质量特征。”</i>—Peter Thiel，Palantir创始人兼董事长</blockquote></p><p> In&nbsp;7 Powers, Hamilton Helmer writes about the seven moats a business may employ to guide value-creation efforts. By combining operational excellence with thoughtful moat-building, Helmer argues, a business may be able to make itself enduringly valuable. The seven powers are: Scale Economies, Network Effects, Counter-Positioning, Switching Costs, Branding, Cornered Resources, and Process Power.</p><p><blockquote>在《7种权力》一书中，汉密尔顿·赫尔默(Hamilton Helmer)写道，企业可以用来指导价值创造工作的七条护城河。赫尔默认为，通过将卓越运营与深思熟虑的护城河建设相结合，企业或许能够使自己具有持久的价值。这七种力量是：规模经济、网络效应、反向定位、转换成本、品牌、垄断资源和流程力量。</blockquote></p><p> Helmer outlines case studies of these moats represented by modern day enterprises. Pixar had the brain trust (Cornered Resource), Nike(NYSE:NKE)can charge more for a pair of shoes than competitors (Brand), and Netflix’s(NASDAQ:NFLX)content costs less to produce as it gains subscribers (Scale Economies). The most iconic companies in the world have two, maybe three moats.</p><p><blockquote>赫尔默概述了以现代企业为代表的这些护城河的案例研究。Pixar拥有智囊团（被垄断的资源），Nike（纽约证券交易所股票代码：NKE）可以为一双鞋收取比竞争对手（品牌）更高的费用，而Netflix（纳斯达克股票代码：NFLX）的内容制作成本随着订户的增加而降低（规模经济）。世界上最具标志性的公司有两条，也许三条护城河。</blockquote></p><p> Palantir (PLTR) has all seven.</p><p><blockquote>Palantir(PLTR)拥有全部七项。</blockquote></p><p> I know that sounds crazy because Palantir went public nine months ago, and yes, it remains unprofitable. Yes, the stock based compensation is corpulent. Yes, revenue is concentrated and yes, valuation is optimistic. Yes to all of it.</p><p><blockquote>我知道这听起来很疯狂，因为Palantir九个月前上市，是的，它仍然没有盈利。是的，基于股票的薪酬是丰厚的。是的，收入集中，是的，估值乐观。对所有这些都是肯定的。</blockquote></p><p> No take backs. Palantir has seven moats. Let me show you.</p><p><blockquote>没有收回。Palantir有七条护城河。让我给你看看。</blockquote></p><p> <b>Palantir's Scale Economies</b></p><p><blockquote><b>Palantir的规模经济</b></blockquote></p><p> <i>The quality of declining unit costs as volume increases</i></p><p><blockquote><i>随着数量的增加，单位成本下降的质量</i></blockquote></p><p> Palantir’s sales cycles are perhaps the most misunderstood aspect of their business model. Naysayers argue Palantir is a services company. Bag holders who bought at $35/share argue Palantir is a SaaS company. They’re both right.</p><p><blockquote>Palantir的销售周期可能是其商业模式中最被误解的方面。反对者认为Palantir是一家服务公司。以每股35美元的价格买入的购物者认为Palantir是一家SaaS公司。他们都是对的。</blockquote></p><p> Gotham and Foundry drive high margin, recurring software contracts for government and commercial customers alike. Meanwhile, Palantir parachutes in technical consultants to expand and mature these contracts. Palantir describes this sales cycle as “Acquire, Expand, and Scale.”</p><p><blockquote>Gotham和Foundry为政府和商业客户提供高利润的经常性软件合同。与此同时，Palantir引进技术顾问来扩大和成熟这些合同。Palantir将这个销售周期描述为“收购、扩张和规模化”。</blockquote></p><p> <b>Acquire</b></p><p><blockquote><b>获得</b></blockquote></p><p></p><p> While Palantir<i>is</i>a software company, it stands quite apart from others who share this label. For example, there are some differences between selling a software like Zoom (ZM) to an enterprise, and selling Foundry. As of Q1 2021, Palantir reported $8.1 million in annual revenue per customer. This staggering product revenue belies the value of Palantir’s offerings, but also underscores the complexity of their sales cycle.</p><p><blockquote>而Palantir<i>是</i>作为一家软件公司，它与其他分享这个标签的公司截然不同。例如，向企业销售Zoom（ZM）这样的软件和销售Foundry之间存在一些差异。截至2021年第一季度，Palantir报告每位客户的年收入为810万美元。这种惊人的产品收入掩盖了Palantir产品的价值，但也凸显了其销售周期的复杂性。</blockquote></p><p> In&nbsp;Palantir’s S-1, Acquire customers are described as those enjoying short-term pilot deployments of Palantir’s technology. Palantir operates these accounts at a loss, and notes this selling phase generally lasts 6-9 months on average.</p><p><blockquote>在Palantir的S-1中，Acquire客户被描述为享受Palantir技术短期试点部署的客户。Palantir亏本运营这些账户，并指出这一销售阶段通常平均持续6-9个月。</blockquote></p><p> <b>Expand</b></p><p><blockquote><b>扩大</b></blockquote></p><p> The second phase, Expand, is characterized by<i>value building.</i>Palantir focuses on understanding the customer’s challenges and delivering against them. These are customers who provide larger revenue contracts to Palantir, but also generally represent negative contribution margins.</p><p><blockquote>第二阶段，扩展，其特征是<i>价值建设。</i>Palantir专注于了解客户的挑战并应对这些挑战。这些客户向Palantir提供较大收入合同，但通常也代表负贡献利润率。</blockquote></p><p> I know, two stages in a row of unprofitable product delivery. However, this stage is marked by an almost viral expansion of Palantir’s personalized value creation, informed by 6 – 9 months of data ingestion and customer feedback during the Acquire phase. It is in this stage that Palantir’s offerings begin to merit the descriptor<i>bespoke.</i></p><p><blockquote>我知道，连续两个阶段的无利可图的产品交付。然而，这一阶段的特点是Palantir的个性化价值创造几乎呈病毒式扩张，这得益于收购阶段6-9个月的数据摄取和客户反馈。正是在这个阶段，Palantir的产品开始配得上这个描述<i>定制的。</i></blockquote></p><p> Expand is fueled by CEO Alex Karp himself, who, prior to the pandemic, spent 250 days a year visiting clients in person. This is perhaps the most ineffaceable contribution of Karp; the CEO served as a salesforce for a company that never had one. Palantir’s customers are whales. Karp is Captain Ahab.</p><p><blockquote>Expand是由首席执行官Alex Karp本人推动的，在大流行之前，他每年有250天亲自拜访客户。这也许是卡普最不可磨灭的贡献；这位首席执行官为一家从未有过销售人员的公司担任销售人员。Palantir的客户是鲸鱼。卡普是亚哈船长。</blockquote></p><p> <b>Scale</b></p><p><blockquote><b>比例</b></blockquote></p><p> The word “scale” is used a full 44 times in thePalantir S-1, and Palantir defines Scale customers as those contributing mature contracts with a positive contribution margin. During Scale, we witness a reversal of Palantir’s unit economics. As customer accounts mature, Palantir’s investment costs decrease. Customers can now operate independently, building their own applications on top of Foundry or Gotham. This results in new use cases, less services fees, and a greater proportion of high-margin recurring revenue.</p><p><blockquote>“规模”一词在Palantir S-1中被使用了整整44次，Palantir将规模客户定义为那些贡献具有正边际的成熟合同的客户。在规模化过程中，我们见证了Palantir单位经济效益的逆转。随着客户账户的成熟，Palantir的投资成本会降低。客户现在可以独立操作，在Foundry或Gotham之上构建自己的应用程序。这会带来新的用例、更少的服务费以及更大比例的高利润经常性收入。</blockquote></p><p>   It is in the Scale phase of our partnerships with customers that we generally see contribution margin on particular accounts improve. In 2019, we generated $565.7 million in revenue from customers in the Scale phase, with a contribution margin of 55%. In H1 2020, those same customers generated $296.3 million in revenue, with a contribution margin of 68%.  Source:Palantir S-1</p><p><blockquote>正是在我们与客户合作的规模阶段，我们通常会看到特定账户的贡献率有所提高。2019年，我们在规模阶段从客户那里获得了5.657亿美元的收入，贡献率为55%。2020年上半年，这些客户创造了2.963亿美元的收入，贡献率为68%。资料来源：Palantir S-1</blockquote></p><p> And also:</p><p><blockquote>还有：</blockquote></p><p>   <b>We believe that all of our customers will move into the Scale phase over the long term.</b>We also believe that contribution margin for Scale phase accounts will increase further as we become more efficient at deploying our software platforms across the entirety of our customers’ operations and at managing and operating our software…In H1 2020, the top 25% of customers by contribution margin in the Scale phase as of the end of 2019 had a  <b>contribution margin during the period of 89%.</b>  Source:Palantir S-1, emphasis mine</p><p><blockquote><b>我们相信，从长远来看，我们所有的客户都将进入规模化阶段。</b>我们还相信，随着我们在整个客户运营中部署我们的软件平台以及管理和运营我们的软件方面变得更加高效，规模阶段账户的边际贡献将进一步增加……2020年上半年，前25%的客户截至2019年底，规模阶段的边际贡献为<b>期内供款率为89%。</b>资料来源：Palantir S-1，重点矿</blockquote></p><p> For those of you wringing your clammy hands over Palantir’s inability to turn a profit, take notice:<b>Palantir has just begun to leverage this moat to drive astronomical contribution margins approaching 90%.</b>As Palantir converts more customers from Expand to Scale, margins will improve, costs will depress, and revenue concentration will diversify. As Palantir optimizes and in some cases automates software deployment, I expect the Acquire and Expand cycles shorten, allowing this flywheel to spin faster.</p><p><blockquote>对于那些因Palantir无法盈利而苦恼的人，请注意：<b>Palantir刚刚开始利用这条护城河来推动接近90%的天文数字贡献率。</b>随着Palantir将更多客户从扩张转向规模化，利润率将会提高，成本将会降低，收入集中度将会多元化。随着Palantir优化并在某些情况下自动化软件部署，我预计获取和扩展周期会缩短，从而使飞轮旋转得更快。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/604faf2a51bd7d6e60abbc5d89663571\" tg-width=\"640\" tg-height=\"378\"><span>Source:Palantir Q4 2020 Business Update</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 2020年第四季度业务更新</span></p></blockquote></p><p> <b>Palantir's</b>&nbsp;<b>Network effects</b></p><p><blockquote><b>Palantir的</b> <b>网络效应</b></blockquote></p><p> <i>The product becomes more valuable as more customers use the product</i></p><p><blockquote><i>随着更多客户使用产品，产品变得更有价值</i></blockquote></p><p> In Palantir’s S-1, “Generate Network Effects,”&nbsp;is listed&nbsp;within the First Principles section. They go on to describe how Palantir’s software becomes more valuable to the customer as more employees use the product.</p><p><blockquote>在Palantir的S-1中，“产生网络效应”列在第一原则部分。他们接着描述了随着越来越多的员工使用Palantir的软件如何对客户变得更有价值。</blockquote></p><p>   At a financial services customer, network effects enabled our platforms to scale from a single use case to more than 70 workstreams across compliance, front office, risk, and internal audit desks.  -Source:Palantir’s S-1</p><p><blockquote>在一家金融服务客户中，network effects使我们的平台能够从单个用例扩展到跨合规、前台、风险和内部审计部门的70多个工作流。-资料来源：Palantir的S-1</blockquote></p><p> Imagine, for a moment, you are a sweater-vest wearing software engineer at Okland Bank, who just agreed to a Foundry pilot. As you sip your oat milk latte, you begin clicking through Foundry information dashboards, and slowly you explore and experiment with the Foundry platform. You realize you can run data-analytics on AI-infused applications, and begin identifying inefficiencies, which are shared with your team and supervisors (making you look quite brilliant).</p><p><blockquote>想象一下，你是奥克兰银行的一名穿着毛衣背心的软件工程师，刚刚同意进行代工试点。当您啜饮燕麦牛奶拿铁时，您开始点击Foundry信息仪表板，慢慢地探索和试验Foundry平台。你意识到你可以在注入人工智能的应用程序上运行数据分析，并开始识别效率低下的地方，这些地方与你的团队和主管分享（让你看起来很聪明）。</blockquote></p><p></p><p> As Foundry is used to identify optimization targets, developers begin building their own application layer on top of Foundry, which identifies new use cases and new applications, and new layers are added. Palantir’s network effects manifest as a digital opera cake; an indelible stack of use cases rising ever higher as utility begets utility. This is the second of Palantir’s moats.</p><p><blockquote>随着Foundry用于识别优化目标，开发人员开始在Foundry之上构建他们自己的应用层，它识别新的用例和新的应用，并添加新的层。Palantir的网络效应表现为数字歌剧蛋糕；随着效用产生效用，不可磨灭的用例堆栈越来越高。这是Palantir的第二条护城河。</blockquote></p><p> I believe there are sector-specific network effects in play as well. How much different would Palantir’s software deployment be for Boeing(NYSE:BA)as compared to current Palantir customer Airbus(OTCPK:EADSF)? Not much, I'd wager.</p><p><blockquote>我相信也有特定行业的网络效应在起作用。与Palantir当前客户空中客车公司(OTCPK：EADSF)相比，波音公司(NYSE：BA)的Palantir软件部署有多大不同？我敢打赌，不多。</blockquote></p><p> The Life Sciences sector, which Palantir identified as a major growth area moving forward is another example. Palantir revealed that a top 5 pharma company is using Foundry to integrate genotyping and lab data across thousands of clinical trials. This experience can be extended to<i>any</i>pharma company, and Palantir’s work with this customer allows foresight into the myriad use cases such companies would benefit from. Foresight here is not intangible; it results in accelerated product expansion at lower cost for each and every additional sector-specific customer who inks a deal with Palantir.</p><p><blockquote>生命科学领域是另一个例子，Palantir将其确定为未来的主要增长领域。Palantir透露，一家排名前5的制药公司正在使用Foundry来整合数千项临床试验的基因分型和实验室数据。这种经验可以推广到<i>任何</i>制药公司，Palantir与该客户的合作使我们能够预见此类公司将从中受益的无数用例。这里的远见不是无形的；对于与Palantir签署协议的每一个额外的特定行业客户来说，它可以以更低的成本加速产品扩展。</blockquote></p><p> This moat is borne out in the numbers, as Palantir’s largest customers continue to expand and renew larger contracts.</p><p><blockquote>随着Palantir最大的客户不断扩张并续签更大的合同，这条护城河在数字上得到了证实。</blockquote></p><p> <b>Palantir's</b>&nbsp;<b>Switching</b>&nbsp;<b>Costs</b></p><p><blockquote><b>Palantir的</b> <b>切换</b> <b>成本</b></blockquote></p><p> <i>Customers would incur value loss if they switched to a different product supplier</i></p><p><blockquote><i>如果客户转向不同的产品供应商，他们将遭受价值损失</i></blockquote></p><p> This is perhaps the easiest moat to highlight for Palantir. If you understand machine learning at a basic level, you might intuit how a data analytics company like Palantir would have high Switching Costs.</p><p><blockquote>这也许是Palantir最容易强调的护城河。如果您对机器学习有基本的了解，您可能会直觉到像Palantir这样的数据分析公司会有很高的转换成本。</blockquote></p><p> I believe there is a<i>point of no return</i>for customers somewhere in the Expand phase of the sales cycle. At this point, Foundry use cases are multiplying, efficiencies are being realized, and the software is becoming less a service and more the central operating system of the enterprise. In a given organization, petabytes of data have been collated by Palantir and refined into actionable processes, and each day Foundry knows the organizational needs a little bit better. Remember, this is likely 18 months into a customer relationship, and Foundry has become an everyday analytics tool in the company workflow.</p><p><blockquote>我相信有个<i>不归路</i>对于处于销售周期扩展阶段的客户。在这一点上，代工用例正在成倍增加，效率正在实现，软件正在变得越来越少的服务，而更多的是企业的中央操作系统。在给定的组织中，Palantir会整理数PB的数据并将其提炼为可操作的流程，Foundry每天都会更好地了解组织的需求。请记住，这可能是客户关系的18个月，Foundry已成为公司工作流程中的日常分析工具。</blockquote></p><p> I believe this is the point of no return, because the alternative here is unimaginable. First and foremost, who is this alternative software provider? Bueller? Even if there was a comparable service to Foundry, and there’s not, you would be starting entirely over again. Enterprises want to accelerate, no, hurtle towards a digital, AI-driven future. Try explaining to senior management we have to pull the plug 18 months in on Foundry because the price tag is too steep. You would have to go back to Day 0 with data collection, analysis and refining. It would be a duplication of effort, time and expense of the greatest scale. Somewhere in Expand you’re in too deep – if you turn off the lights, the ice cream melts.</p><p><blockquote>我相信这是不归路，因为这里的替代方案是不可想象的。首先，这个替代软件提供商是谁？布勒？即使有类似于Foundry的服务，但没有，你也要从头再来。企业希望加速，不，奔向数字化、人工智能驱动的未来。尝试向高级管理层解释，我们必须在18个月内停止代工业务，因为价格太高。您必须回到第0天进行数据收集、分析和提炼。这将是最大规模的努力、时间和费用的重复。在Expand的某个地方，你陷得太深了——如果你关灯，冰淇淋就会融化。</blockquote></p><p> Palantir’s largest contracts have been customers of Palantir the longest. This is not coincidence. It is a moat, Palantir's third. Switching costs only increase as customers become deeper users of Palantir products.</p><p><blockquote>Palantir最大的合同是Palantir最长的客户。这不是巧合。这是Palantir的第三条护城河。随着客户成为Palantir产品的深度用户，转换成本只会增加。</blockquote></p><p> Commodity software services will never enjoy the strategic advantage Palantir owns. Would it really be that big of a deal if your company switched from Skype to Zoom?</p><p><blockquote>商品软件服务永远不会享有Palantir所拥有的战略优势。如果你的公司从Skype转向Zoom，这真的有那么大的问题吗？</blockquote></p><p> <b>Palantir'sBranding</b></p><p><blockquote><b>Palantir的品牌</b></blockquote></p><p> <i>The durable attribution of higher value to an objectively identical offering that arises from historical information about the seller</i></p><p><blockquote><i>从卖方的历史信息中产生的客观上相同的产品的更高价值的持久属性</i></blockquote></p><p> The Branding moat is easier to understand in the context of basic consumer products, like Coca-Cola(NYSE:KO). I would probably pay double for a Coca-Cola than a Koka Kola, for example.</p><p><blockquote>在可口可乐（纽约证券交易所股票代码：KO）等基本消费品的背景下，品牌护城河更容易理解。例如，我可能会花双倍的钱买一杯可口可乐。</blockquote></p><p> Making this comparison in data analytics software is challenged because I don’t believe there is an identical offering to Palantir. Hypothetically, however, let’s assume such a company exists.</p><p><blockquote>在数据分析软件中进行这种比较是一个挑战，因为我不相信Palantir有相同的产品。然而，假设一下，让我们假设这样一家公司存在。</blockquote></p><p> Palantir has built an iconic brand since its inception in 2003. Over the past 18 years, Palantir has been funded by the CIA, linked to the identification and killing of Osama Bin Laden, sued the U.S. Army and won, and has carefully curated a narrative of intrigue and ostensibly supernatural analytics capabilities. But this company image is not the Branding moat I aim to highlight here.</p><p><blockquote>Palantir自2003年成立以来已打造了一个标志性品牌。起诉美国，过去18年来，Palantir一直由中央情报局资助，与识别和击毙奥萨马·本·拉登有关。军队和胜利，并精心策划了一个阴谋和表面上超自然的分析能力的叙事。但这种公司形象并不是我在这里要强调的品牌护城河。</blockquote></p><p> This is the publicly traded company the<i>U.S. government hires to manage their nuclear program</i>. This is the company the NHS hires to manage PPE inventory and vaccine rollout during the greatest public health crisis of our time. Over the past two decades, Palantir has a track record of coming through in the most extreme circumstances our country faces. To the U.S. government, I would argue, there is no software company that better epitomizes reliability and security than Palantir. That is an enduring brand.</p><p><blockquote>这是一家上市公司<i>美国政府雇佣员工来管理他们的核计划</i>.这是NHS雇佣的公司，在我们这个时代最大的公共卫生危机期间管理个人防护设备库存和疫苗推广。在过去的二十年里，Palantir拥有在我国面临的最极端情况下挺身而出的记录。我认为，对于美国政府来说，没有哪家软件公司比Palantir更能体现可靠性和安全性。这是一个经久不衰的品牌。</blockquote></p><p></p><p> The below press releases were announced over the past two months<i>alone</i>:</p><p><blockquote>以下是过去两个月发布的新闻稿<i>单独的</i>：</blockquote></p><p> <ul>  <li>CDC Renews Partnership with Palantir for Disease Monitoring and Outbreak Response</li>  <li>Palantir Awarded $111m Contract to Provide Mission Command Platform for the United States Special Operations Command</li>  <li>Palantir and Space Force Expand Partnership</li> </ul> I don’t care how bearish you may be about Palantir’s valuation. There is no software company that has the brand value Palantir does with the U.S. government and her allies abroad. As Palantir expands into commercial vectors with clients evermore concerned about cybersecurity, and data fidelity… what competitor can point to the resume Palantir can? When the margin of error must be zero, and you are looking down the barrel of a no fail scenario, bet on Palantir.</p><p><blockquote><ul><li>CDC与Palantir续签疾病监测和疫情应对合作伙伴关系</li><li>Palantir获得价值1.11亿美元的合同，为美国特种作战司令部提供任务指挥平台</li><li>Palantir与太空军扩大合作伙伴关系</li></ul>我不在乎你对Palantir的估值有多悲观。没有一家软件公司拥有Palantir在美国政府及其海外盟友中所拥有的品牌价值。随着Palantir扩展到商业领域，客户越来越关注网络安全和数据保真度……哪个竞争对手能指出Palantir的简历？当误差幅度必须为零，并且您正在展望一个不会失败的场景时，请押注Palantir。</blockquote></p><p> <b>Palantir's</b>&nbsp;<b>Counter-Positioning</b></p><p><blockquote><b>Palantir的</b> <b>反向定位</b></blockquote></p><p> <i>A newcomer adopts a new, superior business model which the incumbent does not mimic due to anticipated damage to their existing business</i></p><p><blockquote><i>新进入者采用了一种新的、优越的商业模式，而在位者由于预期对其现有业务造成损害而不会模仿这种模式</i></blockquote></p><p> Counter-positioning is a unique moat, I think best represented by Square (SQ) in the&nbsp;digital wallet space. Incumbent banks have moved with all the intention of an ice floe to counter Square’s moves, partly due to regulation, partly due to underestimated competition, but mostly because offering digital wallet solutions could cannibalize banks’ core products. This is the Counter-Positioning moat.</p><p><blockquote>反向定位是一条独特的护城河，我认为数字钱包领域的Square(SQ)最能代表这一点。现有银行的行动完全是为了对抗Square的举措，部分原因是监管，部分原因是竞争被低估，但主要是因为提供数字钱包解决方案可能会蚕食银行的核心产品。这就是反定位护城河。</blockquote></p><p> Palantir’s Counter-Positioning moat is perhaps less obvious. First off, who is the incumbent? Palantir’s technology is so disruptive, it can be challenging to construe a natural competitor.</p><p><blockquote>Palantir的反向定位护城河可能不太明显。首先，谁是现任者？Palantir的技术极具颠覆性，因此很难理解天然竞争对手。</blockquote></p><p> For Gotham (Gov’t), the incumbent<i>was</i>the government; the U.S. Army, the DoD, the CIA, etc. Let’s wind back the clocks to 2015. The U.S. Army released a solicitation seeking bids to build the Distributed Common Ground System-Army (DCGS-A). This would be an integrated data analytics framework that could gather data from numerous sources, share data seamlessly across a suite of analytical tools and provide easy-to use visualization for soldiers in the field. Sound familiar? Sounds exactly like Palantir’s Gotham product to me.</p><p><blockquote>对于哥谭市（政府）来说，现任<i>什么</i>政府；美国。陆军、国防部、中央情报局等。让我们把时钟拨回到2015年。美国。陆军发布了一份招标书，寻求建造分布式通用地面系统-陆军（DCGS-A）。这将是一个集成的数据分析框架，可以从众多来源收集数据，跨一套分析工具无缝共享数据，并为战场上的士兵提供易于使用的可视化。听起来很熟悉？对我来说，这听起来就像Palantir的Gotham产品。</blockquote></p><p> DCGS-A was actually an internal Army project over a decade in the making at a development cost of $3 Billion. Palantir entered into the bidding at a much lower cost, but the Army elected to continue its own internal development. Palantir ultimately filed a lawsuit against the Army, arguing that Gotham provided the exact services the Army was attempting to build, and at a fraction of the cost. In October of 2016, a federal judge ruled in favor of Palantir (§ 2377), and established the precedent that the government must procure commercial services and products to the maximum practical extent. This was appealed by the Army, but later held up in the U.S. Court of Appeals in 2018.</p><p><blockquote>DCGS-A实际上是一个酝酿了十多年的陆军内部项目，开发成本为30亿美元。Palantir以低得多的成本参与了竞标，但陆军选择继续自己的内部开发。Palantir最终对陆军提起诉讼，辩称哥谭市提供了陆军试图建设的确切服务，而且成本只是陆军试图建设的一小部分。2016年10月，一名联邦法官做出了有利于Palantir（2377）的裁决，并开创了政府必须在最大实际范围内采购商业服务和产品的先例。陆军对此提出上诉，但后来于2018年在美国上诉法院维持原判。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70fc6c13c9c0d3ca0b559fd48bdff1da\" tg-width=\"640\" tg-height=\"457\"><span>Source:Palantir S-1 Filing</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir S-1文件</span></p></blockquote></p><p> Palantir’s landmark lawsuit against the Army surprisingly resulted in a deepening relationship with the U.S. Government. In the year following the lawsuit, Palantir’s Army revenue equaled the sum of the eleven preceding years.</p><p><blockquote>Palantir针对陆军的里程碑式诉讼出人意料地加深了与美国政府的关系。诉讼发生后的一年，Palantir的陆军收入相当于前11年的总和。</blockquote></p><p> Similar to incumbent banks, there is something about size that begets bureaucracy and inertia. The U.S. government, for all its influence and power, either chose to underinvest in data analytics, moved too slowly, or underestimated the pace of innovation in the private sector. It was probably some of each.</p><p><blockquote>与现有银行类似，规模也会产生官僚主义和惰性。尽管美国政府拥有巨大的影响力和权力，但它要么选择在数据分析方面投资不足，行动过于缓慢，要么低估了私营部门的创新步伐。可能每种都有一些。</blockquote></p><p> These same competitive issues are manifesting in the private sector. Massive enterprise software behemoths like Oracle (ORCL) and SAP (SAP) have spent the past decade building out sales teams for ‘good enough’ products. Meanwhile, Palantir has been obsessively proliferating and refining their offerings (more on this later) without a recognizable salesforce. Palantir’s entire focus over the past 18 years was engineering great product, and the incumbents are just now sensing the deep, almost planetary groan of enterprise software culture shifting, the jeremiad of an opportunity missed.</p><p><blockquote>这些同样的竞争问题也出现在私营部门。甲骨文(ORCL)和SAP(SAP)等大型企业软件巨头在过去十年里一直在为“足够好”的产品建立销售团队。与此同时，Palantir在没有知名销售人员的情况下一直在痴迷地扩大和完善他们的产品（稍后将详细介绍）。Palantir在过去18年里的全部重点是设计伟大的产品，而现有企业现在刚刚感受到企业软件文化转变的深刻、几乎是全球性的呻吟，以及错失机会的哀叹。</blockquote></p><p> Palantir is deepening its Counter-Positioning moat by investing in several young, disruptive companies in the data analytics space. In my prior Palantir article,Palantir’s SPACs: Do You See What Karp Sees?, I outlined Palantir’s investments in these companies as opportunities to expand market reach and build a valuable portfolio.</p><p><blockquote>Palantir正在通过投资数据分析领域几家年轻、颠覆性的公司来深化其反定位护城河。在我之前的Palantir文章中，Palantir的SPAC：你看到卡普所看到的了吗？，我将Palantir对这些公司的投资概述为扩大市场覆盖范围和建立有价值的投资组合的机会。</blockquote></p><p> I have since added another layer to this analysis. These investment companies are not just expanding Palantir’s market reach, they are lighthouses for Palantir’s products, emissaries that may evince the velocity Foundry contributes to product roadmap and go to market pace. By partnering with these companies, Palantir is cementing its technological leadership and demonstrating commitment to the innovative product DNA its reputation is built around.</p><p><blockquote>从那以后，我在这个分析中又增加了一层。这些投资公司不仅扩大了Palantir的市场影响力，而且还是Palantir产品的灯塔，是可能表明velocity Foundry对产品路线图和上市步伐做出贡献的使者。通过与这些公司合作，Palantir巩固了其技术领先地位，并展示了对其声誉所依据的创新产品DNA的承诺。</blockquote></p><p></p><p> <b>Palantir's</b>&nbsp;<b>Cornered Resources</b></p><p><blockquote><b>Palantir的</b> <b>被垄断的资源</b></blockquote></p><p> <i>Preferential access at attractive terms to a coveted asset that can independently enhance value</i></p><p><blockquote><i>以有吸引力的条款优先获得可以独立增值的令人垂涎的资产</i></blockquote></p><p> Palantir hoards two resources that confer a remarkable advantage over its competitors: technology and talent. I’m going to start with Thiel’s definition of technological advantage. It’s ambitious, but Palantir clears this bar.</p><p><blockquote>Palantir拥有两种资源，使其相对于竞争对手具有显着优势：技术和人才。我将从泰尔对技术优势的定义开始。这是雄心勃勃的，但Palantir清除了这个障碍。</blockquote></p><p>   As a good rule of thumb, proprietary technology must be at least 10 times better than its closest substitute in some important dimension to lead to a real monopolistic advantage.”  - Peter Thiel, Co-Founder &amp; Chairman, Palantir,<i>Zero to One</i></p><p><blockquote>作为一个很好的经验法则，专有技术必须在某些重要方面比最接近的替代品至少好10倍，才能带来真正的垄断优势。”-Peter Thiel，Palantir联合创始人兼董事长，<i>零比一</i></blockquote></p><p> Ten times better. When the product offered is 10x better than the alternative, amazing things can happen. SpaceX’s (SPACE) rockets are 10x more efficient than NASA’s, meeting your next boyfriend is 10x easier on Bumble (BMBL) than it is in your local bar, and streaming Lord of the Rings on Netflix (NFLX) is 10x easier than driving to Best Buy (BBY) to wrangle up a set of DVDs.</p><p><blockquote>好了十倍。当提供的产品比替代产品好10倍时，惊人的事情就会发生。SpaceX（太空）火箭的效率比NASA高10倍，在Bumble（BMBL）结识下一个男朋友比在当地酒吧容易10倍，在Netflix（NFLX）上观看《指环王》比开车去百思买（BBY）买一套DVD容易10倍。</blockquote></p><p> Although it’s early days, Palantir’s software already appears to be 10x better than competitors in several ways. In Q1 2021, for example, Gotham was used to enable all 11 DoD Combatant Commands to generate integrated strategic decision advantage from intelligence, operations, logistics and supply data. This capability otherwise<i>never existed</i>. Palantir’s software is so advanced it continues to invent new use cases, which is a testament to the logarithmic improvement these offerings represent.</p><p><blockquote>尽管还处于早期阶段，但Palantir的软件在几个方面似乎已经比竞争对手好10倍。例如，在2021年第一季度，Gotham被用来使国防部所有11个作战司令部能够从情报、作战、后勤和供应数据中产生综合战略决策优势。这种能力否则<i>从未存在过</i>.Palantir的软件非常先进，它不断发明新的用例，这证明了这些产品所代表的对数改进。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03bd98e9e9f53009b19523de56ceb5dd\" tg-width=\"640\" tg-height=\"384\"><span>Source:Palantir Q4 2020 Business Update</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 2020年第四季度业务更新</span></p></blockquote></p><p> And Palantir continues to out-innovate competitors. In Palantir’s Q4 2020 earning presentation, they provided an update on trajectory towards a DoD Impact Level 6 (IL-6) status. They are one of only four IL-5 companies (Mission Critical Information National Security Systems) in the world, and are targeting IL-6, which would make them the first SaaS for Classified Secret National Security Systems. For frame of reference, IL-2 companies include data analytics giants Snowflake (SNOW) and Google (GOOG).</p><p><blockquote>Palantir继续在创新方面超越竞争对手。在Palantir的2020年第四季度收益演示中，他们提供了国防部影响6级(IL-6)状态轨迹的最新信息。他们是世界上仅有的四家IL-5公司（关键任务信息国家安全系统）之一，目标是IL-6，这将使他们成为机密国家安全系统的第一个SaaS。作为参照系，IL-2公司包括数据分析巨头Snowflake(SNOW)和Google(GOOG)。</blockquote></p><p> Palantir’s data are better because Palantir’s data quality is better. For as much import as we place on data volume in analytics, data quality is even more prized. Gotham has been humming in the mud, in space, and on the ocean floor more than a decade, informed by the harshest and most demanding scenarios. Gotham is battle tested enterprise software.</p><p><blockquote>Palantir的数据更好，因为Palantir的数据质量更好。在分析中，我们非常重视数据量，因此数据质量更加重要。十多年来，哥谭市一直在泥地、太空和海底嗡嗡作响，被最严酷和最苛刻的场景所告知。哥谭是经过战斗考验的企业软件。</blockquote></p><p> Palantir’s second Cornered Resource is talent. Karp’s reported nose for and ability to seduce top engineering talent has resulted in a who’s who roster almost impossible to emulate.</p><p><blockquote>Palantir的第二个陷入困境的资源是人才。据报道，卡普对顶尖工程人才的嗅觉和吸引能力导致了一份几乎无法效仿的名人录。</blockquote></p><p> As an investor, I am okay with Palantir bears doodling out their diluted cash flow models and how stock based compensation affects it. But these bears cannot in the same breath:</p><p><blockquote>作为一名投资者，我可以接受Palantir空头涂鸦他们的稀释现金流模型以及基于股票的薪酬如何影响它。但这些熊不能同日而语：</blockquote></p><p> <ol>  <li>Complain about Palantir’s SBC and--</li>  <li>Argue Palantir does not have a moat of engineering talent</li> </ol> Palantir is incentivizing engineering and product talent with SBC and an opportunity to change the world. If one NFL team had no salary cap, every position would be filled with the top player in The League. That is what Karp has done.</p><p><blockquote><ol><li>抱怨Palantir的SBC和--</li><li>认为Palantir没有工程人才护城河</li></ol>Palantir正在通过SBC和改变世界的机会激励工程和产品人才。如果一支NFL球队没有工资帽，每个位置都将由联盟中的顶级球员填补。这就是卡普所做的。</blockquote></p><p> <b>Palantir's</b>&nbsp;<b>Process Power</b></p><p><blockquote><b>Palantir的</b> <b>过程功率</b></blockquote></p><p> <i>Embedded company organization and activity sets enabling lower costs and/or superior product, and which can be matched only by an extended commitment</i></p><p><blockquote><i>嵌入式公司组织和活动集，可实现更低的成本和/或更好的产品，并且只能通过扩展承诺来匹配</i></blockquote></p><p> Process Power is Palantir's seventh, and final, moat. The most obvious examples are product deployment speed and the comprehensive nature of Palantir’s offerings.</p><p><blockquote>流程能力是Palantir的第七条也是最后一条护城河。最明显的例子是产品部署速度和Palantir产品的综合性。</blockquote></p><p>   An energy supermajor deployed our ERP suite in hours. Within two weeks, they generated $57 million of cash savings and expect to generate $1 billion on an annualized basis.  -Palantir Q3 2020 Business Update</p><p><blockquote>一家能源巨头在几个小时内部署了我们的ERP套件。在两周内，他们节省了5700万美元的现金，预计年化将节省10亿美元。-Palantir 2020年第三季度业务更新</blockquote></p><p> Traditional high touch software solutions offered by competitors are delivered in roadmap fashion, with an ultimate product delivery sometimes months or even years down the road. Palantir’s software can be deployed and benefits realized within hours.</p><p><blockquote>竞争对手提供的传统高接触软件解决方案以路线图的方式交付，最终产品交付有时需要几个月甚至几年的时间。Palantir的软件可以在数小时内部署并实现效益。</blockquote></p><p> In addition, there are no competitors that have the sweeping data analytics offerings Palantir does. This means customers who are not using Palantir are burdened with licensing fees from dozens of separate companies whose software oftentimes doesn’t communicate with each other.</p><p><blockquote>此外，没有竞争对手拥有Palantir所提供的全面数据分析产品。这意味着不使用Palantir的客户要承担数十家独立公司的许可费，这些公司的软件通常无法相互通信。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e1a1a03982b19a3b4181802ebb450f6\" tg-width=\"608\" tg-height=\"758\"><span>Source:The Generalist</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：通才</span></p></blockquote></p><p></p><p> Palantir has built a full stack of data analytics applications and continues to do so as needed for clients. The resulting product offering is so compelling and so rapidly delivered that Palantir does not have any direct competitors. In the above chart, Palantir's 19 product applications are outlined, with brief descriptions and which competitors offer a comparable product. Notice that the next most comprehensive offering comes from Tableau, and has only four products overlapping with Palantir.</p><p><blockquote>Palantir已经构建了完整的数据分析应用程序堆栈，并将根据客户的需要继续这样做。由此产生的产品如此引人注目且交付速度如此之快，以至于Palantir没有任何直接竞争对手。在上图中，概述了Palantir的19种产品应用，并提供了简要描述以及哪些竞争对手提供了类似的产品。请注意，下一个最全面的产品来自Tableau，只有四种产品与Palantir重叠。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/033d44206281f6449c0178f2f5943681\" tg-width=\"640\" tg-height=\"402\"><span>Source: Me, with help from Palantir’s S-1 filing</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Me，在Palantir S-1文件的帮助下</span></p></blockquote></p><p> When I initially began writing notes about Palantir’s Process Power, features such as product deployment speed and their comprehensive nature were immediately apparent. However, the more I reflected on Palantir’s business model, the more I began to see a second moat, one that is wider and deeper.</p><p><blockquote>当我最初开始撰写有关Palantir流程能力的笔记时，产品部署速度及其全面性等功能立即显而易见。然而，我对Palantir的商业模式思考得越多，我就越开始看到第二条护城河，一条更宽、更深的护城河。</blockquote></p><p> Perhaps Palantir’s greatest strategic advantage is that its products offer the Process Power moat to its customers.</p><p><blockquote>也许Palantir最大的战略优势是其产品为客户提供了流程能力护城河。</blockquote></p><p> Said another way, Foundry and Gotham allow customers to build their own Process Power moat. If you are a Fortune 100 company using Palantir, your lead over competitors widens as your supply chains achieve resonance, inefficiencies are trimmed and the product roadmap slope goes vertical. Palantir's software allows customers to look into the very seeing stone it was named for.</p><p><blockquote>换句话说，Foundry和Gotham允许客户建立自己的工艺能力护城河。如果您是一家使用Palantir的财富100强公司，随着您的供应链实现共振、低效率被削减以及产品路线图斜率垂直，您对竞争对手的领先优势将会扩大。Palantir的软件允许客户查看以其命名的非常引人注目的石头。</blockquote></p><p> Palantir recognized this moat, which is why they are investing aggressively in early data companies – so they might take share in rapidly growing businesses defended by Palantir’s moats.</p><p><blockquote>Palantir认识到了这条护城河，这就是他们积极投资早期数据公司的原因——因此他们可能会在Palantir护城河保护的快速增长的业务中分得一杯羹。</blockquote></p><p> <b>Palantir Final Thoughts</b></p><p><blockquote><b>Palantir最后的想法</b></blockquote></p><p> I am fascinated with the concept of building a fortress-like business with the staying power of a dynasty. There are only a few companies that can boast Palantir’s mélange of seven powers, and none exist in the data analytics sector. Palantir’s Scale Economies, Network Effects, Branding, Counter-Positioning, Cornered Resources, and Process Power have set the stage for massive value creation for itself, its investors and its clients.</p><p><blockquote>我着迷于用王朝的持久力建立堡垒般的企业的概念。只有少数公司能够拥有Palantir的七种力量，而且在数据分析领域还没有一家公司。Palantir的规模经济、网络效应、品牌、反向定位、垄断资源和流程能力为其自身、投资者和客户创造巨大价值奠定了基础。</blockquote></p><p> Over the coming decades, these moats will pool and interact, driving an evergreen flywheel allowing Palantir to create a business that is, in the words of Helmer,<i>enduringly valuable</i>. Palantir is building a dynasty.</p><p><blockquote>在未来几十年里，这些护城河将汇集并相互作用，推动一个常青的飞轮，使Palantir能够创建一项业务，用Helmer的话说，<i>持久有价值</i>.Palantir正在建立一个王朝。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4436865-palantir-seven-moats-building-a-dynasty\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4436865-palantir-seven-moats-building-a-dynasty","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115559324","content_text":"Summary\n\nMoats are competitive advantages built by businesses to protect profits and generate staying power.\nThere are seven types of moats, and great companies generally have two or three. Palantir has all seven.\nThese moats will allow Palantir to build an enduringly impactful and profitable business.\n\nScott Olson/Getty Images\nNewsIntroduction: On Building a Dynasty\nIn the mid 16thcentury, Japan was engaged in all-out civil war.\nOda Nobunaga, a samurai regarded as the “Great Unifier” (or “Devil king,” on the battlefield) was emerging as the most powerful samurai warlord in all of Japan. His name had become synonymous with military brilliance, and he had a knack for unseating more powerful opponents.\nDespite the power of Nobunaga, a faction of the Buddhist faith, called the Ikkō (Single Minded) Ikki (League), began consolidating power, building fortresses and accumulating growing numbers of warrior monks. The Ikkō Ikki ultimately established themselves in the fortress of Ishiyama Hongan-ji (Stone Mountain) in what is modern day Osaka.\nBy the 1560’s Nobunaga had defeated all opposing samurai warlords in Japan, and only the Ikkō Ikki stood in the way of Nobunaga blanketing Japan with his hegemony.\nAnd so, in 1570 Nobunaga set out for Ishiyama Hongan-ji with 30,000 troops, many of whom were trained with early versions of rifles known as arquebuses. Nobunaga himself was armed with the Dōjigiri Yasutsuna: Japan’s most famous sword. Legend has it that the Dōjigiri Yasutsuna was used to kill the most terrifying demon of its time: the Shuten-Dōji.\nDespite the considerable weapons at his disposal, Nobunaga’s attack on the fortress of Ishiyama Hongan-ji was unsuccessful. For ten years his forces laid siege to Ishiyama, and for ten years he was repelled. Indeed, when the Ikkō Ikki finally surrendered in 1580, it was at the request of the Imperial Court rather than the fortress being overrun.\nSo how did the Ikkō Ikki fend off the most fearsome shogun in medieval Japan?\nA moat, of course.\nFlowing around the cathedral fortress of Ishiyama was an intricate labyrinth of moats surmounted by featureless walls. As a consequence of the moats, these walls could not be assaulted with siege towers or tunneled through. They could not be climbed or vaulted. It was unassailable.\nIn reference to this medieval structure that could provide defense against attackers for 10 years or more, the word “moat” has since become a common measure of a business’ longevity. I appreciate when history makes sense.\nPalantir’s Seven Moats\n\nGrowth is easy to measure, but durability isn’t. If you focus on near-term growth above all else, you miss the most important question you should be asking: will this business still be around a decade from now? Numbers alone won’t tell you the answer; instead you must think critically about the qualitative characteristics of your business.”\n\n-Peter Thiel, Founder & Chairman, Palantir\nIn 7 Powers, Hamilton Helmer writes about the seven moats a business may employ to guide value-creation efforts. By combining operational excellence with thoughtful moat-building, Helmer argues, a business may be able to make itself enduringly valuable. The seven powers are: Scale Economies, Network Effects, Counter-Positioning, Switching Costs, Branding, Cornered Resources, and Process Power.\nHelmer outlines case studies of these moats represented by modern day enterprises. Pixar had the brain trust (Cornered Resource), Nike(NYSE:NKE)can charge more for a pair of shoes than competitors (Brand), and Netflix’s(NASDAQ:NFLX)content costs less to produce as it gains subscribers (Scale Economies). The most iconic companies in the world have two, maybe three moats.\nPalantir (PLTR) has all seven.\nI know that sounds crazy because Palantir went public nine months ago, and yes, it remains unprofitable. Yes, the stock based compensation is corpulent. Yes, revenue is concentrated and yes, valuation is optimistic. Yes to all of it.\nNo take backs. Palantir has seven moats. Let me show you.\nPalantir's Scale Economies\nThe quality of declining unit costs as volume increases\nPalantir’s sales cycles are perhaps the most misunderstood aspect of their business model. Naysayers argue Palantir is a services company. Bag holders who bought at $35/share argue Palantir is a SaaS company. They’re both right.\nGotham and Foundry drive high margin, recurring software contracts for government and commercial customers alike. Meanwhile, Palantir parachutes in technical consultants to expand and mature these contracts. Palantir describes this sales cycle as “Acquire, Expand, and Scale.”\nAcquire\nWhile Palantirisa software company, it stands quite apart from others who share this label. For example, there are some differences between selling a software like Zoom (ZM) to an enterprise, and selling Foundry. As of Q1 2021, Palantir reported $8.1 million in annual revenue per customer. This staggering product revenue belies the value of Palantir’s offerings, but also underscores the complexity of their sales cycle.\nIn Palantir’s S-1, Acquire customers are described as those enjoying short-term pilot deployments of Palantir’s technology. Palantir operates these accounts at a loss, and notes this selling phase generally lasts 6-9 months on average.\nExpand\nThe second phase, Expand, is characterized byvalue building.Palantir focuses on understanding the customer’s challenges and delivering against them. These are customers who provide larger revenue contracts to Palantir, but also generally represent negative contribution margins.\nI know, two stages in a row of unprofitable product delivery. However, this stage is marked by an almost viral expansion of Palantir’s personalized value creation, informed by 6 – 9 months of data ingestion and customer feedback during the Acquire phase. It is in this stage that Palantir’s offerings begin to merit the descriptorbespoke.\nExpand is fueled by CEO Alex Karp himself, who, prior to the pandemic, spent 250 days a year visiting clients in person. This is perhaps the most ineffaceable contribution of Karp; the CEO served as a salesforce for a company that never had one. Palantir’s customers are whales. Karp is Captain Ahab.\nScale\nThe word “scale” is used a full 44 times in thePalantir S-1, and Palantir defines Scale customers as those contributing mature contracts with a positive contribution margin. During Scale, we witness a reversal of Palantir’s unit economics. As customer accounts mature, Palantir’s investment costs decrease. Customers can now operate independently, building their own applications on top of Foundry or Gotham. This results in new use cases, less services fees, and a greater proportion of high-margin recurring revenue.\n\n It is in the Scale phase of our partnerships with customers that we generally see contribution margin on particular accounts improve. In 2019, we generated $565.7 million in revenue from customers in the Scale phase, with a contribution margin of 55%. In H1 2020, those same customers generated $296.3 million in revenue, with a contribution margin of 68%.\n\nSource:Palantir S-1\nAnd also:\n\nWe believe that all of our customers will move into the Scale phase over the long term.We also believe that contribution margin for Scale phase accounts will increase further as we become more efficient at deploying our software platforms across the entirety of our customers’ operations and at managing and operating our software…In H1 2020, the top 25% of customers by contribution margin in the Scale phase as of the end of 2019 had a\n contribution margin during the period of 89%.\n\nSource:Palantir S-1, emphasis mine\nFor those of you wringing your clammy hands over Palantir’s inability to turn a profit, take notice:Palantir has just begun to leverage this moat to drive astronomical contribution margins approaching 90%.As Palantir converts more customers from Expand to Scale, margins will improve, costs will depress, and revenue concentration will diversify. As Palantir optimizes and in some cases automates software deployment, I expect the Acquire and Expand cycles shorten, allowing this flywheel to spin faster.\nSource:Palantir Q4 2020 Business Update\nPalantir's Network effects\nThe product becomes more valuable as more customers use the product\nIn Palantir’s S-1, “Generate Network Effects,” is listed within the First Principles section. They go on to describe how Palantir’s software becomes more valuable to the customer as more employees use the product.\n\n At a financial services customer, network effects enabled our platforms to scale from a single use case to more than 70 workstreams across compliance, front office, risk, and internal audit desks.\n\n-Source:Palantir’s S-1\nImagine, for a moment, you are a sweater-vest wearing software engineer at Okland Bank, who just agreed to a Foundry pilot. As you sip your oat milk latte, you begin clicking through Foundry information dashboards, and slowly you explore and experiment with the Foundry platform. You realize you can run data-analytics on AI-infused applications, and begin identifying inefficiencies, which are shared with your team and supervisors (making you look quite brilliant).\nAs Foundry is used to identify optimization targets, developers begin building their own application layer on top of Foundry, which identifies new use cases and new applications, and new layers are added. Palantir’s network effects manifest as a digital opera cake; an indelible stack of use cases rising ever higher as utility begets utility. This is the second of Palantir’s moats.\nI believe there are sector-specific network effects in play as well. How much different would Palantir’s software deployment be for Boeing(NYSE:BA)as compared to current Palantir customer Airbus(OTCPK:EADSF)? Not much, I'd wager.\nThe Life Sciences sector, which Palantir identified as a major growth area moving forward is another example. Palantir revealed that a top 5 pharma company is using Foundry to integrate genotyping and lab data across thousands of clinical trials. This experience can be extended toanypharma company, and Palantir’s work with this customer allows foresight into the myriad use cases such companies would benefit from. Foresight here is not intangible; it results in accelerated product expansion at lower cost for each and every additional sector-specific customer who inks a deal with Palantir.\nThis moat is borne out in the numbers, as Palantir’s largest customers continue to expand and renew larger contracts.\nPalantir's Switching Costs\nCustomers would incur value loss if they switched to a different product supplier\nThis is perhaps the easiest moat to highlight for Palantir. If you understand machine learning at a basic level, you might intuit how a data analytics company like Palantir would have high Switching Costs.\nI believe there is apoint of no returnfor customers somewhere in the Expand phase of the sales cycle. At this point, Foundry use cases are multiplying, efficiencies are being realized, and the software is becoming less a service and more the central operating system of the enterprise. In a given organization, petabytes of data have been collated by Palantir and refined into actionable processes, and each day Foundry knows the organizational needs a little bit better. Remember, this is likely 18 months into a customer relationship, and Foundry has become an everyday analytics tool in the company workflow.\nI believe this is the point of no return, because the alternative here is unimaginable. First and foremost, who is this alternative software provider? Bueller? Even if there was a comparable service to Foundry, and there’s not, you would be starting entirely over again. Enterprises want to accelerate, no, hurtle towards a digital, AI-driven future. Try explaining to senior management we have to pull the plug 18 months in on Foundry because the price tag is too steep. You would have to go back to Day 0 with data collection, analysis and refining. It would be a duplication of effort, time and expense of the greatest scale. Somewhere in Expand you’re in too deep – if you turn off the lights, the ice cream melts.\nPalantir’s largest contracts have been customers of Palantir the longest. This is not coincidence. It is a moat, Palantir's third. Switching costs only increase as customers become deeper users of Palantir products.\nCommodity software services will never enjoy the strategic advantage Palantir owns. Would it really be that big of a deal if your company switched from Skype to Zoom?\nPalantir'sBranding\nThe durable attribution of higher value to an objectively identical offering that arises from historical information about the seller\nThe Branding moat is easier to understand in the context of basic consumer products, like Coca-Cola(NYSE:KO). I would probably pay double for a Coca-Cola than a Koka Kola, for example.\nMaking this comparison in data analytics software is challenged because I don’t believe there is an identical offering to Palantir. Hypothetically, however, let’s assume such a company exists.\nPalantir has built an iconic brand since its inception in 2003. Over the past 18 years, Palantir has been funded by the CIA, linked to the identification and killing of Osama Bin Laden, sued the U.S. Army and won, and has carefully curated a narrative of intrigue and ostensibly supernatural analytics capabilities. But this company image is not the Branding moat I aim to highlight here.\nThis is the publicly traded company theU.S. government hires to manage their nuclear program. This is the company the NHS hires to manage PPE inventory and vaccine rollout during the greatest public health crisis of our time. Over the past two decades, Palantir has a track record of coming through in the most extreme circumstances our country faces. To the U.S. government, I would argue, there is no software company that better epitomizes reliability and security than Palantir. That is an enduring brand.\nThe below press releases were announced over the past two monthsalone:\n\nCDC Renews Partnership with Palantir for Disease Monitoring and Outbreak Response\nPalantir Awarded $111m Contract to Provide Mission Command Platform for the United States Special Operations Command\nPalantir and Space Force Expand Partnership\n\nI don’t care how bearish you may be about Palantir’s valuation. There is no software company that has the brand value Palantir does with the U.S. government and her allies abroad. As Palantir expands into commercial vectors with clients evermore concerned about cybersecurity, and data fidelity… what competitor can point to the resume Palantir can? When the margin of error must be zero, and you are looking down the barrel of a no fail scenario, bet on Palantir.\nPalantir's Counter-Positioning\nA newcomer adopts a new, superior business model which the incumbent does not mimic due to anticipated damage to their existing business\nCounter-positioning is a unique moat, I think best represented by Square (SQ) in the digital wallet space. Incumbent banks have moved with all the intention of an ice floe to counter Square’s moves, partly due to regulation, partly due to underestimated competition, but mostly because offering digital wallet solutions could cannibalize banks’ core products. This is the Counter-Positioning moat.\nPalantir’s Counter-Positioning moat is perhaps less obvious. First off, who is the incumbent? Palantir’s technology is so disruptive, it can be challenging to construe a natural competitor.\nFor Gotham (Gov’t), the incumbentwasthe government; the U.S. Army, the DoD, the CIA, etc. Let’s wind back the clocks to 2015. The U.S. Army released a solicitation seeking bids to build the Distributed Common Ground System-Army (DCGS-A). This would be an integrated data analytics framework that could gather data from numerous sources, share data seamlessly across a suite of analytical tools and provide easy-to use visualization for soldiers in the field. Sound familiar? Sounds exactly like Palantir’s Gotham product to me.\nDCGS-A was actually an internal Army project over a decade in the making at a development cost of $3 Billion. Palantir entered into the bidding at a much lower cost, but the Army elected to continue its own internal development. Palantir ultimately filed a lawsuit against the Army, arguing that Gotham provided the exact services the Army was attempting to build, and at a fraction of the cost. In October of 2016, a federal judge ruled in favor of Palantir (§ 2377), and established the precedent that the government must procure commercial services and products to the maximum practical extent. This was appealed by the Army, but later held up in the U.S. Court of Appeals in 2018.\nSource:Palantir S-1 Filing\nPalantir’s landmark lawsuit against the Army surprisingly resulted in a deepening relationship with the U.S. Government. In the year following the lawsuit, Palantir’s Army revenue equaled the sum of the eleven preceding years.\nSimilar to incumbent banks, there is something about size that begets bureaucracy and inertia. The U.S. government, for all its influence and power, either chose to underinvest in data analytics, moved too slowly, or underestimated the pace of innovation in the private sector. It was probably some of each.\nThese same competitive issues are manifesting in the private sector. Massive enterprise software behemoths like Oracle (ORCL) and SAP (SAP) have spent the past decade building out sales teams for ‘good enough’ products. Meanwhile, Palantir has been obsessively proliferating and refining their offerings (more on this later) without a recognizable salesforce. Palantir’s entire focus over the past 18 years was engineering great product, and the incumbents are just now sensing the deep, almost planetary groan of enterprise software culture shifting, the jeremiad of an opportunity missed.\nPalantir is deepening its Counter-Positioning moat by investing in several young, disruptive companies in the data analytics space. In my prior Palantir article,Palantir’s SPACs: Do You See What Karp Sees?, I outlined Palantir’s investments in these companies as opportunities to expand market reach and build a valuable portfolio.\nI have since added another layer to this analysis. These investment companies are not just expanding Palantir’s market reach, they are lighthouses for Palantir’s products, emissaries that may evince the velocity Foundry contributes to product roadmap and go to market pace. By partnering with these companies, Palantir is cementing its technological leadership and demonstrating commitment to the innovative product DNA its reputation is built around.\nPalantir's Cornered Resources\nPreferential access at attractive terms to a coveted asset that can independently enhance value\nPalantir hoards two resources that confer a remarkable advantage over its competitors: technology and talent. I’m going to start with Thiel’s definition of technological advantage. It’s ambitious, but Palantir clears this bar.\n\n As a good rule of thumb, proprietary technology must be at least 10 times better than its closest substitute in some important dimension to lead to a real monopolistic advantage.”\n\n- Peter Thiel, Co-Founder & Chairman, Palantir,Zero to One\nTen times better. When the product offered is 10x better than the alternative, amazing things can happen. SpaceX’s (SPACE) rockets are 10x more efficient than NASA’s, meeting your next boyfriend is 10x easier on Bumble (BMBL) than it is in your local bar, and streaming Lord of the Rings on Netflix (NFLX) is 10x easier than driving to Best Buy (BBY) to wrangle up a set of DVDs.\nAlthough it’s early days, Palantir’s software already appears to be 10x better than competitors in several ways. In Q1 2021, for example, Gotham was used to enable all 11 DoD Combatant Commands to generate integrated strategic decision advantage from intelligence, operations, logistics and supply data. This capability otherwisenever existed. Palantir’s software is so advanced it continues to invent new use cases, which is a testament to the logarithmic improvement these offerings represent.\nSource:Palantir Q4 2020 Business Update\nAnd Palantir continues to out-innovate competitors. In Palantir’s Q4 2020 earning presentation, they provided an update on trajectory towards a DoD Impact Level 6 (IL-6) status. They are one of only four IL-5 companies (Mission Critical Information National Security Systems) in the world, and are targeting IL-6, which would make them the first SaaS for Classified Secret National Security Systems. For frame of reference, IL-2 companies include data analytics giants Snowflake (SNOW) and Google (GOOG).\nPalantir’s data are better because Palantir’s data quality is better. For as much import as we place on data volume in analytics, data quality is even more prized. Gotham has been humming in the mud, in space, and on the ocean floor more than a decade, informed by the harshest and most demanding scenarios. Gotham is battle tested enterprise software.\nPalantir’s second Cornered Resource is talent. Karp’s reported nose for and ability to seduce top engineering talent has resulted in a who’s who roster almost impossible to emulate.\nAs an investor, I am okay with Palantir bears doodling out their diluted cash flow models and how stock based compensation affects it. But these bears cannot in the same breath:\n\nComplain about Palantir’s SBC and--\nArgue Palantir does not have a moat of engineering talent\n\nPalantir is incentivizing engineering and product talent with SBC and an opportunity to change the world. If one NFL team had no salary cap, every position would be filled with the top player in The League. That is what Karp has done.\nPalantir's Process Power\nEmbedded company organization and activity sets enabling lower costs and/or superior product, and which can be matched only by an extended commitment\nProcess Power is Palantir's seventh, and final, moat. The most obvious examples are product deployment speed and the comprehensive nature of Palantir’s offerings.\n\n An energy supermajor deployed our ERP suite in hours. Within two weeks, they generated $57 million of cash savings and expect to generate $1 billion on an annualized basis.\n\n-Palantir Q3 2020 Business Update\nTraditional high touch software solutions offered by competitors are delivered in roadmap fashion, with an ultimate product delivery sometimes months or even years down the road. Palantir’s software can be deployed and benefits realized within hours.\nIn addition, there are no competitors that have the sweeping data analytics offerings Palantir does. This means customers who are not using Palantir are burdened with licensing fees from dozens of separate companies whose software oftentimes doesn’t communicate with each other.\nSource:The Generalist\nPalantir has built a full stack of data analytics applications and continues to do so as needed for clients. The resulting product offering is so compelling and so rapidly delivered that Palantir does not have any direct competitors. In the above chart, Palantir's 19 product applications are outlined, with brief descriptions and which competitors offer a comparable product. Notice that the next most comprehensive offering comes from Tableau, and has only four products overlapping with Palantir.\nSource: Me, with help from Palantir’s S-1 filing\nWhen I initially began writing notes about Palantir’s Process Power, features such as product deployment speed and their comprehensive nature were immediately apparent. However, the more I reflected on Palantir’s business model, the more I began to see a second moat, one that is wider and deeper.\nPerhaps Palantir’s greatest strategic advantage is that its products offer the Process Power moat to its customers.\nSaid another way, Foundry and Gotham allow customers to build their own Process Power moat. If you are a Fortune 100 company using Palantir, your lead over competitors widens as your supply chains achieve resonance, inefficiencies are trimmed and the product roadmap slope goes vertical. Palantir's software allows customers to look into the very seeing stone it was named for.\nPalantir recognized this moat, which is why they are investing aggressively in early data companies – so they might take share in rapidly growing businesses defended by Palantir’s moats.\nPalantir Final Thoughts\nI am fascinated with the concept of building a fortress-like business with the staying power of a dynasty. There are only a few companies that can boast Palantir’s mélange of seven powers, and none exist in the data analytics sector. Palantir’s Scale Economies, Network Effects, Branding, Counter-Positioning, Cornered Resources, and Process Power have set the stage for massive value creation for itself, its investors and its clients.\nOver the coming decades, these moats will pool and interact, driving an evergreen flywheel allowing Palantir to create a business that is, in the words of Helmer,enduringly valuable. Palantir is building a dynasty.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124945509,"gmtCreate":1624724047001,"gmtModify":1633949276299,"author":{"id":"3577318628836449","authorId":"3577318628836449","name":"Cfgramos","avatar":"https://static.tigerbbs.com/8e4f5dee285970cb0d50c61a4302a33f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577318628836449","idStr":"3577318628836449"},"themes":[],"htmlText":"Of course!","listText":"Of course!","text":"Of course!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/124945509","repostId":"1108941456","repostType":4,"isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}