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Dragonkid
2021-12-22
[Spurting]
Alibaba shares fell 3.45% in premarket trading<blockquote>阿里巴巴-SW股价在盘前交易中下跌3.45%</blockquote>
Dragonkid
2021-12-17
Thanks for sharing!
Tesla: Cathie Wood's Actions Speak Louder Than Words<blockquote>特斯拉:凯西·伍德的行动胜于雄辩</blockquote>
Dragonkid
2021-12-08
[Spurting] the downward momentum of this stock is too strong
Alibaba shares fell nearly 5% in Hong Kong market<blockquote>阿里巴巴-SW股价在香港市场下跌近5%</blockquote>
Dragonkid
2021-12-02
Like pls
EV stocks rallied in premarket trading<blockquote>电动汽车股在盘前交易中上涨</blockquote>
Dragonkid
2021-12-01
Liked
Is a Stock Market Correction Coming? Here’s a Big Red Flag<blockquote>股市回调来了吗?这是一个巨大的危险信号</blockquote>
Dragonkid
2021-11-29
Like pls
Tesla stock rallied nearly 3% in premarket trading<blockquote>特斯拉股价在盘前交易中上涨近3%</blockquote>
Dragonkid
2021-11-26
Ok
Toplines Before US Market Open on Friday<blockquote>周五美国市场开盘前的营收</blockquote>
Dragonkid
2021-11-13
HODL and staying long on PLTR
Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir:第三季度表现良好,自由现金流增加,提高指引但抛售创造了机会</blockquote>
Dragonkid
2021-11-06
Going to buy and hold it long term! [爱你]
Why Palantir Stock Offers a Bit of Something for Everyone<blockquote>为什么Palantir股票为每个人提供了一些东西</blockquote>
Dragonkid
2021-11-05
whats up with
$MarketAxess(MKTX)$
? Why does it keep dropping? [无语]
Dragonkid
2021-11-02
Sighh [流泪]
Hot chinese stocks dropped in premarket trading<blockquote>热门中国股票在盘前交易中下跌</blockquote>
Dragonkid
2021-10-19
More good news pls!
Alibaba rose nearly 2% in premarket trading as it unveils one of China’s most advanced chips<blockquote>阿里巴巴-SW盘前涨近2%,推出国内最先进芯片之一</blockquote>
Dragonkid
2021-10-12
Like pls thanks
Time and Again, Tesla Will Prove the Naysayers Wrong<blockquote>特斯拉将一次又一次地证明反对者是错误的</blockquote>
Dragonkid
2021-09-26
Like pls
抱歉,原内容已删除
Dragonkid
2021-09-25
Like pls
抱歉,原内容已删除
Dragonkid
2021-09-14
$Alibaba(09988)$
how much longer will the drop be...
Dragonkid
2021-09-13
Like pls!
GameStop, Cameco, Apple, Tesla, AMC: Stocks Buzzing On WallStreetBets Heading Into New Week<blockquote>游戏驿站、Cameco、苹果、特斯拉、AMC:WallStreetBets股市进入新一周</blockquote>
Dragonkid
2021-09-11
Like pls
抱歉,原内容已删除
Dragonkid
2021-09-09
Why did the share price drop so much after this news?
Tencent-Backed Tech Giant Sea Taps Investors for About $6 Billion<blockquote>腾讯控股支持的科技巨头Sea向投资者筹集约60亿美元</blockquote>
Dragonkid
2021-09-05
$Alibaba(09988)$
when will it go up..
去老虎APP查看更多动态
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","listText":"[Spurting] ","text":"[Spurting]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691883358","repostId":"1148919660","repostType":2,"repost":{"id":"1148919660","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":1640163718,"share":"https://www.laohu8.com/m/news/1148919660?lang=zh_CN&edition=full","pubTime":"2021-12-22 17:01","market":"us","language":"en","title":"Alibaba shares fell 3.45% in premarket trading<blockquote>阿里巴巴-SW股价在盘前交易中下跌3.45%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148919660","media":"Tiger Newspress","summary":"Alibaba shares fell 3.45% in premarket trading.Chinese regulators have suspended an information-sharing partnership with Alibaba Cloud Computing, a subsidiary of e-commerce conglomerate Alibaba Group, over accusations it failed to promptly report and address a cybersecurity vulnerability, according to state-backed media reports.","content":"<p>Alibaba shares fell 3.45% in premarket trading.<img src=\"https://static.tigerbbs.com/2aca7dde9ba9b99094907e05817f461b\" tg-width=\"735\" tg-height=\"593\" width=\"100%\" height=\"auto\">Chinese regulators have suspended an information-sharing partnership with Alibaba Cloud Computing, a subsidiary of e-commerce conglomerate Alibaba Group, over accusations it failed to promptly report and address a cybersecurity vulnerability, according to state-backed media reports.</p><p><blockquote>阿里巴巴-SW股价在盘前交易中下跌3。据官方媒体报道,中国监管机构暂停了与电子商务集团阿里巴巴-SW集团子公司阿里巴巴-SW云计算的信息共享合作伙伴关系,原因是该公司被指控未能及时报告和解决网络安全漏洞。</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>Alibaba shares fell 3.45% in premarket trading<blockquote>阿里巴巴-SW股价在盘前交易中下跌3.45%</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\">\nAlibaba shares fell 3.45% in premarket trading<blockquote>阿里巴巴-SW股价在盘前交易中下跌3.45%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-22 17:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Alibaba shares fell 3.45% in premarket trading.<img src=\"https://static.tigerbbs.com/2aca7dde9ba9b99094907e05817f461b\" tg-width=\"735\" tg-height=\"593\" width=\"100%\" height=\"auto\">Chinese regulators have suspended an information-sharing partnership with Alibaba Cloud Computing, a subsidiary of e-commerce conglomerate Alibaba Group, over accusations it failed to promptly report and address a cybersecurity vulnerability, according to state-backed media reports.</p><p><blockquote>阿里巴巴-SW股价在盘前交易中下跌3。据官方媒体报道,中国监管机构暂停了与电子商务集团阿里巴巴-SW集团子公司阿里巴巴-SW云计算的信息共享合作伙伴关系,原因是该公司被指控未能及时报告和解决网络安全漏洞。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148919660","content_text":"Alibaba shares fell 3.45% in premarket trading.Chinese regulators have suspended an information-sharing partnership with Alibaba Cloud Computing, a subsidiary of e-commerce conglomerate Alibaba Group, over accusations it failed to promptly report and address a cybersecurity vulnerability, according to state-backed media reports.","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":1607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699012320,"gmtCreate":1639721450568,"gmtModify":1639721450746,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"Thanks for sharing!","listText":"Thanks for sharing!","text":"Thanks for sharing!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699012320","repostId":"1141867982","repostType":2,"repost":{"id":"1141867982","kind":"news","pubTimestamp":1639708874,"share":"https://www.laohu8.com/m/news/1141867982?lang=zh_CN&edition=full","pubTime":"2021-12-17 10:41","market":"us","language":"en","title":"Tesla: Cathie Wood's Actions Speak Louder Than Words<blockquote>特斯拉:凯西·伍德的行动胜于雄辩</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1141867982","media":"Seeking Alpha","summary":"Summary\n\nArk Invest continues to sell shares of the EV company.\nWeight in the top fund now is below ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Ark Invest continues to sell shares of the EV company.</li> <li>Weight in the top fund now is below 7.75%.</li> <li>Lack of purchases for undervalued stock is telling.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7aab2de2ec892bafc5a0ef6e0335fec\" tg-width=\"1536\" tg-height=\"1025\" width=\"100%\" height=\"auto\"><span>Justin Sullivan/Getty Images News</span></p><p><blockquote><ul><li>Ark Invest继续出售这家电动汽车公司的股票。</li><li>顶级基金的权重目前低于7.75%。</li><li>缺乏对被低估股票的购买很能说明问题。</li></ul><p class=\"t-img-caption\"><span>贾斯汀·沙利文/盖蒂图片社新闻</span></p></blockquote></p><p> When it comes to electric vehicle maker Tesla (TSLA), one of the biggest and most vocal bulls in recent years has been Cathie Wood. The leader of Ark Investment Management has been all over various financial media preaching her love for the company and its stock. However, despite all the positive sentiment, her firm has been selling Tesla shares in massive amounts recently.</p><p><blockquote>谈到电动汽车制造商特斯拉(TSLA),近年来最大、最直言不讳的看涨者之一是凯西·伍德(Cathie Wood)。方舟投资管理公司的领导人一直在各种财经媒体上宣扬她对公司及其股票的热爱。然而,尽管情绪积极,她的公司最近仍在大量出售特斯拉股票。</blockquote></p><p> As those who have followed my Tesla coverage here know, I've been tracking Ark Invest's daily Tesla holdings since late March 2020. The stock is held primarily in three of Ark's active ETFs - the Innovation ETF (ARKK), the Autonomous Technology and Robotics ETF (ARKQ), and the Next Generation Internet ETF (ARKW). Recently, Ark Invest launched a Transparency ETF (CTRU) that holds Tesla, but this is an index-based ETF that follows a specific index, and it is very small currently. The Transparency ETF doesn't make large daily allocation moves like the Active ETFs do, so it's not really vital to the argument here today.</p><p><blockquote>正如那些关注我的特斯拉报道的人所知,自2020年3月下旬以来,我一直在跟踪Ark Invest的每日特斯拉持有量。该股票主要由Ark的三只主动ETF持有——创新ETF(ARKK)、自主技术和机器人ETF(ARKQ)和下一代互联网ETF(ARKW)。最近,Ark Invest推出了一只持有特斯拉的透明ETF(CTRU),但这是一只跟踪特定指数的指数型ETF,目前规模非常小。透明度ETF不像主动型ETF那样进行大量的每日配置变动,因此它对于今天的论点并不重要。</blockquote></p><p> For its Active ETFs, Ark Invest sends out a daily e-mail that details the firm's allocation trades. These are specific buys or sells in an individual name to change the stock's weighting in one of the six Active ETFs. There are also position changes daily due to inflows or redemptions, but these are not shown in the e-mail. To see those changes, you have to track holdings daily like I have. The graphic below shows Wednesday's allocation changes for ARKK.</p><p><blockquote>对于其主动ETF,Ark Invest每天都会发送一封电子邮件,详细介绍该公司的配置交易。这些是以个人名义进行的特定买卖,以改变股票在六只活跃ETF中一只的权重。此外,每日还存在因流入或赎回而导致的位置变动,但这些并没有显示在邮件中。要看到这些变化,你必须像我一样每天跟踪持有量。下图显示了周三ARKK的配置变化。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb55e624d01be71b7bccdfe2b1836d3f\" tg-width=\"640\" tg-height=\"525\" width=\"100%\" height=\"auto\"><span>Source: Ark Invest Daily Trades E-mail</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Ark Invest每日交易电子邮件</span></p></blockquote></p><p> ARKK is known as the Ark Invest \"mothership,\" since it's the firm's flagship fund and contains about 52% of the firm's total assets under management. Wednesday's Tesla sale in this ETF was its 12th in the past 19 trading days, and Ark Invest also sold another 22,579 shares on Wednesday in the other two Active ETFs that hold the stock. This continues a selling pattern that started in late July, and Ark Invest hasn't bought Tesla on an allocation basis in any of the three funds since July 7.</p><p><blockquote>方舟投资公司(Arkk Invest)之所以被称为“母船”,是因为它是该公司的旗舰基金,拥有该公司管理的总资产的52%。周三该ETF的特斯拉抛售是过去19个交易日中的第12次,Ark Invest周三还在持有该股的另外两只活跃ETF中另外出售了22,579股股票。这延续了7月下旬开始的抛售模式,自7月7日以来,Ark Invest尚未在这三只基金中的任何一只基金中以配置的方式购买特斯拉。</blockquote></p><p> Before counting any changes due to inflows and redemptions on Wednesday, the three Tesla sales on Wednesday would put total Tesla holdings in the Active ETFs at about 1.9 million shares. At their individual peaks, these ETFs combined to hold more than 5.575 million shares, so this is a dramatic shift in sentiment for the firm (the individual daily combined total peak for the three ETFs was more than 5.515 million shares).</p><p><blockquote>在计算周三因资金流入和赎回而产生的任何变化之前,特斯拉周三的三笔出售将使特斯拉在主动ETF中的总持有量达到约190万股。在各自的峰值时,这些ETF合计持有超过557.5万股,因此这是该公司情绪的巨大转变(三只ETF的单日合计总峰值超过551.5万股)。</blockquote></p><p> The massive Tesla sales recently are especially strange when you consider last week's CNBC appearance. Cathie Wood was on the network saying how Tesla is undervalued, and she reiterated her $3,000 base case price target on the stock. That was when shares were around $1,050, and yet she sold shares that day and has continued since, despite Tesla shares falling under $930 during Wednesday's trade before rebounding with the market after the Fed decision.</p><p><blockquote>当你考虑到上周CNBC的亮相时,特斯拉最近的大规模销售尤其奇怪。凯西·伍德(Cathie Wood)在网络上表示特斯拉被低估,并重申了该股3,000美元的基本目标价。当时股价约为1,050美元,但她当天出售了股票,此后一直如此,尽管特斯拉股价在周三的交易中跌破930美元,然后在美联储决定后随市场反弹。</blockquote></p><p> Now there will be defenders of Cathie Wood talking about position limits in individual names. Well, Ark Invest actually removed these limitsearlier this year, which previously allowed its ETFs to hold up to 30% in any one particular name. As the chart below will show, Tesla never had a daily ending weight of more than 13% in ARKK, so it's not like shares were ever anywhere near this limit anyway. Cathie Wood has a \"self-imposed restriction\" that prevents any allocation buy any stocks that are over 10% in a fund, but there is no set guideline on when she has to sell any names.</p><p><blockquote>现在将会有凯西·伍德的捍卫者谈论个人名义的头寸限制。Ark Invest实际上在今年早些时候取消了这些限制,此前允许其ETF以任何特定名称持有最多30%的股份。如下图所示,特斯拉在ARKK的日收盘权重从未超过13%,因此股价也从未接近过这一限制。Cathie Wood有一个“自我施加的限制”,阻止任何配置购买基金中超过10%的股票,但对于她何时必须出售任何股票,没有固定的指导方针。</blockquote></p><p> I bring up these percentages because it has to do with Ark's Tesla sales. There will be those saying Cathie sold due to those limits, but that's a false theory. Yes, Tesla shares have certainly rallied in recent years, but when you have a $3,000 price target on the stock, why are you selling under $1,000 currently? Take a look at the chart below, which shows Tesla's weight in ARKK over the past 420 trading days.</p><p><blockquote>我提出这些百分比是因为它与Ark的特斯拉销售额有关。会有人说凯西是因为这些限制而卖出的,但这是一个错误的理论。是的,特斯拉股价近年来确实上涨了,但当你对该股的目标价为3,000美元时,为什么你目前的价格低于1,000美元呢?看看下图,它显示了过去420个交易日特斯拉在ARKK的权重。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/428535a6d7a7e5ffe7a9d198bb5ba675\" tg-width=\"640\" tg-height=\"357\" width=\"100%\" height=\"auto\"><span>Last data point on chart is for weighting as of 12/15. Source: ARKK website tracked daily</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表上的最后一个数据点是截至12/15的权重。来源:ARKK网站每日追踪</span></p></blockquote></p><p></p><p> Tesla was a 7.73% weight in the flagship fund as of Wednesday. I'll also point out that until last week, Tesla had not been under 8.50% during my tracking period, yet Cathie Wood continues to sell shares even with Tesla's weight at its lowest point in at least 21 months. Previously, when Tesla got back below 10.00%, Ark Invest was usually quick to buy shares again. I will point out that over the past couple of months, about 860,000 shares of her reduced Tesla position has been due to redemptions in her funds as they have crashed from their all-time highs.</p><p><blockquote>截至周三,特斯拉在旗舰基金中的权重为7.73%。我还要指出,直到上周,在我的跟踪期间,特斯拉的股价还没有低于8.50%,但即使特斯拉的权重处于至少21个月以来的最低点,凯西·伍德仍在继续出售股票。此前,当特斯拉股价回到10.00%以下时,Ark Invest通常会很快再次买入股票。我要指出的是,在过去的几个月里,她减少的特斯拉头寸中约有860,000股是由于她的基金从历史高点暴跌而被赎回。</blockquote></p><p> In the end, Cathie Wood's actions regarding Tesla are quite contrary to the statements she has made. The fund manager on Wednesday continued to sell shares in the EV maker, despite it already being at its lowest weight in her flagship fund in more than 400 trading days. Across the three active Ark Invest ETFs, the total holding of shares has come down by nearly two-thirds, although a little less than a quarter of that decline has been due to redemptions. It was only last week that she called Tesla undervalued and reiterated a $3,000 price target, but her recent trading history tells a much different story.</p><p><blockquote>最后,凯西·伍德关于特斯拉的行为与她所做的声明完全相反。这位基金经理周三继续出售这家电动汽车制造商的股票,尽管该公司在其旗舰基金中的权重已经处于400多个交易日以来的最低水平。在三只活跃的Ark Invest ETF中,股票总持有量下降了近三分之二,尽管其中不到四分之一的下降是由于赎回造成的。就在上周,她称特斯拉被低估,并重申了3000美元的目标价,但她最近的交易历史却讲述了一个截然不同的故事。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Cathie Wood's Actions Speak Louder Than Words<blockquote>特斯拉:凯西·伍德的行动胜于雄辩</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: Cathie Wood's Actions Speak Louder Than Words<blockquote>特斯拉:凯西·伍德的行动胜于雄辩</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-17 10:41</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>Ark Invest continues to sell shares of the EV company.</li> <li>Weight in the top fund now is below 7.75%.</li> <li>Lack of purchases for undervalued stock is telling.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7aab2de2ec892bafc5a0ef6e0335fec\" tg-width=\"1536\" tg-height=\"1025\" width=\"100%\" height=\"auto\"><span>Justin Sullivan/Getty Images News</span></p><p><blockquote><ul><li>Ark Invest继续出售这家电动汽车公司的股票。</li><li>顶级基金的权重目前低于7.75%。</li><li>缺乏对被低估股票的购买很能说明问题。</li></ul><p class=\"t-img-caption\"><span>贾斯汀·沙利文/盖蒂图片社新闻</span></p></blockquote></p><p> When it comes to electric vehicle maker Tesla (TSLA), one of the biggest and most vocal bulls in recent years has been Cathie Wood. The leader of Ark Investment Management has been all over various financial media preaching her love for the company and its stock. However, despite all the positive sentiment, her firm has been selling Tesla shares in massive amounts recently.</p><p><blockquote>谈到电动汽车制造商特斯拉(TSLA),近年来最大、最直言不讳的看涨者之一是凯西·伍德(Cathie Wood)。方舟投资管理公司的领导人一直在各种财经媒体上宣扬她对公司及其股票的热爱。然而,尽管情绪积极,她的公司最近仍在大量出售特斯拉股票。</blockquote></p><p> As those who have followed my Tesla coverage here know, I've been tracking Ark Invest's daily Tesla holdings since late March 2020. The stock is held primarily in three of Ark's active ETFs - the Innovation ETF (ARKK), the Autonomous Technology and Robotics ETF (ARKQ), and the Next Generation Internet ETF (ARKW). Recently, Ark Invest launched a Transparency ETF (CTRU) that holds Tesla, but this is an index-based ETF that follows a specific index, and it is very small currently. The Transparency ETF doesn't make large daily allocation moves like the Active ETFs do, so it's not really vital to the argument here today.</p><p><blockquote>正如那些关注我的特斯拉报道的人所知,自2020年3月下旬以来,我一直在跟踪Ark Invest的每日特斯拉持有量。该股票主要由Ark的三只主动ETF持有——创新ETF(ARKK)、自主技术和机器人ETF(ARKQ)和下一代互联网ETF(ARKW)。最近,Ark Invest推出了一只持有特斯拉的透明ETF(CTRU),但这是一只跟踪特定指数的指数型ETF,目前规模非常小。透明度ETF不像主动型ETF那样进行大量的每日配置变动,因此它对于今天的论点并不重要。</blockquote></p><p> For its Active ETFs, Ark Invest sends out a daily e-mail that details the firm's allocation trades. These are specific buys or sells in an individual name to change the stock's weighting in one of the six Active ETFs. There are also position changes daily due to inflows or redemptions, but these are not shown in the e-mail. To see those changes, you have to track holdings daily like I have. The graphic below shows Wednesday's allocation changes for ARKK.</p><p><blockquote>对于其主动ETF,Ark Invest每天都会发送一封电子邮件,详细介绍该公司的配置交易。这些是以个人名义进行的特定买卖,以改变股票在六只活跃ETF中一只的权重。此外,每日还存在因流入或赎回而导致的位置变动,但这些并没有显示在邮件中。要看到这些变化,你必须像我一样每天跟踪持有量。下图显示了周三ARKK的配置变化。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb55e624d01be71b7bccdfe2b1836d3f\" tg-width=\"640\" tg-height=\"525\" width=\"100%\" height=\"auto\"><span>Source: Ark Invest Daily Trades E-mail</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Ark Invest每日交易电子邮件</span></p></blockquote></p><p> ARKK is known as the Ark Invest \"mothership,\" since it's the firm's flagship fund and contains about 52% of the firm's total assets under management. Wednesday's Tesla sale in this ETF was its 12th in the past 19 trading days, and Ark Invest also sold another 22,579 shares on Wednesday in the other two Active ETFs that hold the stock. This continues a selling pattern that started in late July, and Ark Invest hasn't bought Tesla on an allocation basis in any of the three funds since July 7.</p><p><blockquote>方舟投资公司(Arkk Invest)之所以被称为“母船”,是因为它是该公司的旗舰基金,拥有该公司管理的总资产的52%。周三该ETF的特斯拉抛售是过去19个交易日中的第12次,Ark Invest周三还在持有该股的另外两只活跃ETF中另外出售了22,579股股票。这延续了7月下旬开始的抛售模式,自7月7日以来,Ark Invest尚未在这三只基金中的任何一只基金中以配置的方式购买特斯拉。</blockquote></p><p> Before counting any changes due to inflows and redemptions on Wednesday, the three Tesla sales on Wednesday would put total Tesla holdings in the Active ETFs at about 1.9 million shares. At their individual peaks, these ETFs combined to hold more than 5.575 million shares, so this is a dramatic shift in sentiment for the firm (the individual daily combined total peak for the three ETFs was more than 5.515 million shares).</p><p><blockquote>在计算周三因资金流入和赎回而产生的任何变化之前,特斯拉周三的三笔出售将使特斯拉在主动ETF中的总持有量达到约190万股。在各自的峰值时,这些ETF合计持有超过557.5万股,因此这是该公司情绪的巨大转变(三只ETF的单日合计总峰值超过551.5万股)。</blockquote></p><p> The massive Tesla sales recently are especially strange when you consider last week's CNBC appearance. Cathie Wood was on the network saying how Tesla is undervalued, and she reiterated her $3,000 base case price target on the stock. That was when shares were around $1,050, and yet she sold shares that day and has continued since, despite Tesla shares falling under $930 during Wednesday's trade before rebounding with the market after the Fed decision.</p><p><blockquote>当你考虑到上周CNBC的亮相时,特斯拉最近的大规模销售尤其奇怪。凯西·伍德(Cathie Wood)在网络上表示特斯拉被低估,并重申了该股3,000美元的基本目标价。当时股价约为1,050美元,但她当天出售了股票,此后一直如此,尽管特斯拉股价在周三的交易中跌破930美元,然后在美联储决定后随市场反弹。</blockquote></p><p> Now there will be defenders of Cathie Wood talking about position limits in individual names. Well, Ark Invest actually removed these limitsearlier this year, which previously allowed its ETFs to hold up to 30% in any one particular name. As the chart below will show, Tesla never had a daily ending weight of more than 13% in ARKK, so it's not like shares were ever anywhere near this limit anyway. Cathie Wood has a \"self-imposed restriction\" that prevents any allocation buy any stocks that are over 10% in a fund, but there is no set guideline on when she has to sell any names.</p><p><blockquote>现在将会有凯西·伍德的捍卫者谈论个人名义的头寸限制。Ark Invest实际上在今年早些时候取消了这些限制,此前允许其ETF以任何特定名称持有最多30%的股份。如下图所示,特斯拉在ARKK的日收盘权重从未超过13%,因此股价也从未接近过这一限制。Cathie Wood有一个“自我施加的限制”,阻止任何配置购买基金中超过10%的股票,但对于她何时必须出售任何股票,没有固定的指导方针。</blockquote></p><p> I bring up these percentages because it has to do with Ark's Tesla sales. There will be those saying Cathie sold due to those limits, but that's a false theory. Yes, Tesla shares have certainly rallied in recent years, but when you have a $3,000 price target on the stock, why are you selling under $1,000 currently? Take a look at the chart below, which shows Tesla's weight in ARKK over the past 420 trading days.</p><p><blockquote>我提出这些百分比是因为它与Ark的特斯拉销售额有关。会有人说凯西是因为这些限制而卖出的,但这是一个错误的理论。是的,特斯拉股价近年来确实上涨了,但当你对该股的目标价为3,000美元时,为什么你目前的价格低于1,000美元呢?看看下图,它显示了过去420个交易日特斯拉在ARKK的权重。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/428535a6d7a7e5ffe7a9d198bb5ba675\" tg-width=\"640\" tg-height=\"357\" width=\"100%\" height=\"auto\"><span>Last data point on chart is for weighting as of 12/15. Source: ARKK website tracked daily</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表上的最后一个数据点是截至12/15的权重。来源:ARKK网站每日追踪</span></p></blockquote></p><p></p><p> Tesla was a 7.73% weight in the flagship fund as of Wednesday. I'll also point out that until last week, Tesla had not been under 8.50% during my tracking period, yet Cathie Wood continues to sell shares even with Tesla's weight at its lowest point in at least 21 months. Previously, when Tesla got back below 10.00%, Ark Invest was usually quick to buy shares again. I will point out that over the past couple of months, about 860,000 shares of her reduced Tesla position has been due to redemptions in her funds as they have crashed from their all-time highs.</p><p><blockquote>截至周三,特斯拉在旗舰基金中的权重为7.73%。我还要指出,直到上周,在我的跟踪期间,特斯拉的股价还没有低于8.50%,但即使特斯拉的权重处于至少21个月以来的最低点,凯西·伍德仍在继续出售股票。此前,当特斯拉股价回到10.00%以下时,Ark Invest通常会很快再次买入股票。我要指出的是,在过去的几个月里,她减少的特斯拉头寸中约有860,000股是由于她的基金从历史高点暴跌而被赎回。</blockquote></p><p> In the end, Cathie Wood's actions regarding Tesla are quite contrary to the statements she has made. The fund manager on Wednesday continued to sell shares in the EV maker, despite it already being at its lowest weight in her flagship fund in more than 400 trading days. Across the three active Ark Invest ETFs, the total holding of shares has come down by nearly two-thirds, although a little less than a quarter of that decline has been due to redemptions. It was only last week that she called Tesla undervalued and reiterated a $3,000 price target, but her recent trading history tells a much different story.</p><p><blockquote>最后,凯西·伍德关于特斯拉的行为与她所做的声明完全相反。这位基金经理周三继续出售这家电动汽车制造商的股票,尽管该公司在其旗舰基金中的权重已经处于400多个交易日以来的最低水平。在三只活跃的Ark Invest ETF中,股票总持有量下降了近三分之二,尽管其中不到四分之一的下降是由于赎回造成的。就在上周,她称特斯拉被低估,并重申了3000美元的目标价,但她最近的交易历史却讲述了一个截然不同的故事。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4475631-tesla-cathie-wood-share-sales\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","TSLA":"特斯拉","ARKG":"ARK Genomic Revolution ETF"},"source_url":"https://seekingalpha.com/article/4475631-tesla-cathie-wood-share-sales","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141867982","content_text":"Summary\n\nArk Invest continues to sell shares of the EV company.\nWeight in the top fund now is below 7.75%.\nLack of purchases for undervalued stock is telling.\n\nJustin Sullivan/Getty Images News\nWhen it comes to electric vehicle maker Tesla (TSLA), one of the biggest and most vocal bulls in recent years has been Cathie Wood. The leader of Ark Investment Management has been all over various financial media preaching her love for the company and its stock. However, despite all the positive sentiment, her firm has been selling Tesla shares in massive amounts recently.\nAs those who have followed my Tesla coverage here know, I've been tracking Ark Invest's daily Tesla holdings since late March 2020. The stock is held primarily in three of Ark's active ETFs - the Innovation ETF (ARKK), the Autonomous Technology and Robotics ETF (ARKQ), and the Next Generation Internet ETF (ARKW). Recently, Ark Invest launched a Transparency ETF (CTRU) that holds Tesla, but this is an index-based ETF that follows a specific index, and it is very small currently. The Transparency ETF doesn't make large daily allocation moves like the Active ETFs do, so it's not really vital to the argument here today.\nFor its Active ETFs, Ark Invest sends out a daily e-mail that details the firm's allocation trades. These are specific buys or sells in an individual name to change the stock's weighting in one of the six Active ETFs. There are also position changes daily due to inflows or redemptions, but these are not shown in the e-mail. To see those changes, you have to track holdings daily like I have. The graphic below shows Wednesday's allocation changes for ARKK.\nSource: Ark Invest Daily Trades E-mail\nARKK is known as the Ark Invest \"mothership,\" since it's the firm's flagship fund and contains about 52% of the firm's total assets under management. Wednesday's Tesla sale in this ETF was its 12th in the past 19 trading days, and Ark Invest also sold another 22,579 shares on Wednesday in the other two Active ETFs that hold the stock. This continues a selling pattern that started in late July, and Ark Invest hasn't bought Tesla on an allocation basis in any of the three funds since July 7.\nBefore counting any changes due to inflows and redemptions on Wednesday, the three Tesla sales on Wednesday would put total Tesla holdings in the Active ETFs at about 1.9 million shares. At their individual peaks, these ETFs combined to hold more than 5.575 million shares, so this is a dramatic shift in sentiment for the firm (the individual daily combined total peak for the three ETFs was more than 5.515 million shares).\nThe massive Tesla sales recently are especially strange when you consider last week's CNBC appearance. Cathie Wood was on the network saying how Tesla is undervalued, and she reiterated her $3,000 base case price target on the stock. That was when shares were around $1,050, and yet she sold shares that day and has continued since, despite Tesla shares falling under $930 during Wednesday's trade before rebounding with the market after the Fed decision.\nNow there will be defenders of Cathie Wood talking about position limits in individual names. Well, Ark Invest actually removed these limitsearlier this year, which previously allowed its ETFs to hold up to 30% in any one particular name. As the chart below will show, Tesla never had a daily ending weight of more than 13% in ARKK, so it's not like shares were ever anywhere near this limit anyway. Cathie Wood has a \"self-imposed restriction\" that prevents any allocation buy any stocks that are over 10% in a fund, but there is no set guideline on when she has to sell any names.\nI bring up these percentages because it has to do with Ark's Tesla sales. There will be those saying Cathie sold due to those limits, but that's a false theory. Yes, Tesla shares have certainly rallied in recent years, but when you have a $3,000 price target on the stock, why are you selling under $1,000 currently? Take a look at the chart below, which shows Tesla's weight in ARKK over the past 420 trading days.\nLast data point on chart is for weighting as of 12/15. Source: ARKK website tracked daily\nTesla was a 7.73% weight in the flagship fund as of Wednesday. I'll also point out that until last week, Tesla had not been under 8.50% during my tracking period, yet Cathie Wood continues to sell shares even with Tesla's weight at its lowest point in at least 21 months. Previously, when Tesla got back below 10.00%, Ark Invest was usually quick to buy shares again. I will point out that over the past couple of months, about 860,000 shares of her reduced Tesla position has been due to redemptions in her funds as they have crashed from their all-time highs.\nIn the end, Cathie Wood's actions regarding Tesla are quite contrary to the statements she has made. The fund manager on Wednesday continued to sell shares in the EV maker, despite it already being at its lowest weight in her flagship fund in more than 400 trading days. Across the three active Ark Invest ETFs, the total holding of shares has come down by nearly two-thirds, although a little less than a quarter of that decline has been due to redemptions. It was only last week that she called Tesla undervalued and reiterated a $3,000 price target, but her recent trading history tells a much different story.","news_type":1,"symbols_score_info":{"ARKK":0.9,"ARKG":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602090320,"gmtCreate":1638935693257,"gmtModify":1638935693425,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"[Spurting] the downward momentum of this stock is too strong ","listText":"[Spurting] the downward momentum of this stock is too strong ","text":"[Spurting] the downward momentum of this stock is too strong","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602090320","repostId":"1110034472","repostType":2,"repost":{"id":"1110034472","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":1638934503,"share":"https://www.laohu8.com/m/news/1110034472?lang=zh_CN&edition=full","pubTime":"2021-12-08 11:35","market":"us","language":"en","title":"Alibaba shares fell nearly 5% in Hong Kong market<blockquote>阿里巴巴-SW股价在香港市场下跌近5%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1110034472","media":"Tiger Newspress","summary":"Alibaba shares fell nearly 5% in Hong Kong market.\nThe stock rose more than 12% on Tuesday.","content":"<p>Alibaba shares fell nearly 5% in Hong Kong market.</p><p><blockquote>阿里巴巴-SW股价在香港市场下跌近5%。</blockquote></p><p> The stock rose more than 12% on Tuesday.<img src=\"https://static.tigerbbs.com/7164e9b37a74a667396e8d0d739f70b5\" tg-width=\"708\" tg-height=\"600\" width=\"100%\" height=\"auto\"></p><p><blockquote>该股周二涨超12%。</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>Alibaba shares fell nearly 5% in Hong Kong market<blockquote>阿里巴巴-SW股价在香港市场下跌近5%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba shares fell nearly 5% in Hong Kong market<blockquote>阿里巴巴-SW股价在香港市场下跌近5%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-08 11:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Alibaba shares fell nearly 5% in Hong Kong market.</p><p><blockquote>阿里巴巴-SW股价在香港市场下跌近5%。</blockquote></p><p> The stock rose more than 12% on Tuesday.<img src=\"https://static.tigerbbs.com/7164e9b37a74a667396e8d0d739f70b5\" tg-width=\"708\" tg-height=\"600\" width=\"100%\" height=\"auto\"></p><p><blockquote>该股周二涨超12%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110034472","content_text":"Alibaba shares fell nearly 5% in Hong Kong market.\nThe stock rose more than 12% on Tuesday.","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":2770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603470500,"gmtCreate":1638446071109,"gmtModify":1638446071194,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603470500","repostId":"1103115640","repostType":4,"repost":{"id":"1103115640","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":1638437956,"share":"https://www.laohu8.com/m/news/1103115640?lang=zh_CN&edition=full","pubTime":"2021-12-02 17:39","market":"us","language":"en","title":"EV stocks rallied in premarket trading<blockquote>电动汽车股在盘前交易中上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103115640","media":"Tiger Newspress","summary":"EV stocks rallied in premarket trading.Tesla,Rivian,Nio,Xpeng Motors,Li Auto,Lucid,Fisker,Arrival,Ni","content":"<p>EV stocks rallied in premarket trading.Tesla,Rivian,Nio,Xpeng Motors,Li Auto,Lucid,Fisker,Arrival,Nikola,Canoo and Sono climbed between 1% and 3%.</p><p><blockquote>电动汽车股在盘前交易中上涨。特斯拉、Rivian、蔚来、小鹏汽车、理想汽车、Lucid、Fisker、Arrival、Nikola、Canoo和Sono上涨1%至3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/797bd31f32b8eff4cb35c37dec996010\" tg-width=\"401\" tg-height=\"658\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV stocks rallied in premarket trading<blockquote>电动汽车股在盘前交易中上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV stocks rallied in premarket trading<blockquote>电动汽车股在盘前交易中上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-02 17:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>EV stocks rallied in premarket trading.Tesla,Rivian,Nio,Xpeng Motors,Li Auto,Lucid,Fisker,Arrival,Nikola,Canoo and Sono climbed between 1% and 3%.</p><p><blockquote>电动汽车股在盘前交易中上涨。特斯拉、Rivian、蔚来、小鹏汽车、理想汽车、Lucid、Fisker、Arrival、Nikola、Canoo和Sono上涨1%至3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/797bd31f32b8eff4cb35c37dec996010\" tg-width=\"401\" tg-height=\"658\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉","SEV":"Aptera Motors","XPEV":"小鹏汽车","LI":"理想汽车","FSR":"菲斯克","LCID":"Lucid Group Inc","RIVN":"Rivian Automotive, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103115640","content_text":"EV stocks rallied in premarket trading.Tesla,Rivian,Nio,Xpeng Motors,Li Auto,Lucid,Fisker,Arrival,Nikola,Canoo and Sono climbed between 1% and 3%.","news_type":1,"symbols_score_info":{"XPEV":0.9,"SEV":0.9,"FSR":0.9,"ARVL":0.9,"LCID":0.9,"NIO":0.9,"TSLA":0.9,"RIVN":0.9,"GOEV":0.9,"NKLA":0.9,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":2137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603021439,"gmtCreate":1638342399548,"gmtModify":1638342399662,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"Liked","listText":"Liked","text":"Liked","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603021439","repostId":"1134775339","repostType":2,"repost":{"id":"1134775339","kind":"news","pubTimestamp":1638325598,"share":"https://www.laohu8.com/m/news/1134775339?lang=zh_CN&edition=full","pubTime":"2021-12-01 10:26","market":"us","language":"en","title":"Is a Stock Market Correction Coming? Here’s a Big Red Flag<blockquote>股市回调来了吗?这是一个巨大的危险信号</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1134775339","media":"Barrons","summary":"To say that the Omicron variant is shaking the market would be an understatement. But add that stock","content":"<p>To say that the Omicron variant is shaking the market would be an understatement. But add that stocks are more expensive than they’ve ever been—and a true correction now wouldn’t surprise anybody.</p><p><blockquote>说奥密克戎变种正在撼动市场是一种保守的说法。但补充一点,股票比以往任何时候都更贵——现在真正的调整不会让任何人感到惊讶。</blockquote></p><p> The S&P 500 has fallen almost 3% from its all-time high hit in late November, just before scientists in South Africa reported the new Covid-19 strain. On Friday, the market had its worst day of the year. Tuesday was more ugliness—producers of vaccines and treatments predicted their remedies probably wouldn’t be as effective against Omicron as other variants.</p><p><blockquote>就在南非科学家报告新的Covid-19毒株之前,标普500已从11月底创下的历史高点下跌了近3%。周五,市场经历了今年最糟糕的一天。周二的情况更加糟糕——疫苗和治疗方法的生产商预测,他们的治疗方法可能不会像其他变种那样有效地对抗奥密克戎病毒。</blockquote></p><p> But that true correction—a 10% drop—has been elusive, even during all these months of the pandemic. And that itself is a bit astonishing, since corrections are often a normal part of a larger bull market.</p><p><blockquote>但真正的调整——10%的下降——一直难以捉摸,即使是在疫情的这几个月里。这本身就有点令人惊讶,因为调整往往是更大牛市的正常部分。</blockquote></p><p> One indicator, though, forecasts a correction—like a dark cloud usually brings rain. The total U.S. equity market capitalization is about 215% of U.S. gross domestic product—the highest level ever, according to Global Financial Data.</p><p><blockquote>然而,有一个指标预测了修正——就像乌云通常会带来降雨一样。根据全球金融数据,美国股市总市值约为美国国内生产总值的215%,为有史以来的最高水平。</blockquote></p><p> Such a high number isn’t good. It’s bad, often a sign that a correction is just around the corner</p><p><blockquote>这么高的数字并不好。这很糟糕,通常是调整即将到来的迹象</blockquote></p><p> In 1929, market cap to GDP hit an all-time high of about 100%, just before the famous stock market crash late that year. In 2000, another high at about 150%, just before a bear market—a drop of at least 20%—began. In 2008, a multiyear high, just ahead of the financial crisis.</p><p><blockquote>1929年,就在当年晚些时候著名的股市崩盘之前,市值与GDP之比创下了约100%的历史新高。2000年,就在熊市(至少下跌20%)开始之前,另一个约150%的高点。2008年,就在金融危机爆发之前,创下多年新高。</blockquote></p><p> The upshot: Maybe a correction; then again, maybe not. It’s all in the hands of investors.</p><p><blockquote>结果是:也许是一次修正;话说回来,也许不是。这一切都掌握在投资者手中。</blockquote></p><p> To be sure, stock valuations aren’t known to be the best timing tool for investors deciding if they should do more buying or selling. Valuations can stay high for a long time.</p><p><blockquote>可以肯定的是,股票估值并不是投资者决定是否应该进行更多买入或卖出的最佳时机工具。估值可以长期保持高位。</blockquote></p><p> For most of the pandemic era, in fact, the market has been valued at its highest level relative to GDP ever. But high valuations do indicate that when—and if—the economic outlook really does deteriorate, stocks can fall really hard.</p><p><blockquote>事实上,在疫情时代的大部分时间里,市场相对于GDP的估值一直处于有史以来的最高水平。但高估值确实表明,当经济前景确实恶化时,股市可能会大幅下跌。</blockquote></p><p> “There is certainly the potential for additional market drops and heightened volatility in coming weeks as a result of this variant, especially given all the uncertainty surrounding it,” wrote Kristina Hooper, chief global market strategist at Invesco. “There is room for a decent correction.”</p><p><blockquote>景顺首席全球市场策略师克里斯蒂娜·胡珀(Kristina Hooper)写道:“由于这种变化,未来几周市场肯定有可能进一步下跌并加剧波动,特别是考虑到围绕它的所有不确定性。”“还有适当修正的空间。”</blockquote></p><p> What the market needs now is a little hope—that vaccines will be effective against the new variant. Otherwise, get ready for a correction.</p><p><blockquote>市场现在需要的是一点希望——疫苗将有效对抗新变种。否则,准备好修正吧。</blockquote></p><p></p>","source":"market_watch","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>Is a Stock Market Correction Coming? Here’s a Big Red Flag<blockquote>股市回调来了吗?这是一个巨大的危险信号</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\">\nIs a Stock Market Correction Coming? Here’s a Big Red Flag<blockquote>股市回调来了吗?这是一个巨大的危险信号</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-01 10:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p>To say that the Omicron variant is shaking the market would be an understatement. But add that stocks are more expensive than they’ve ever been—and a true correction now wouldn’t surprise anybody.</p><p><blockquote>说奥密克戎变种正在撼动市场是一种保守的说法。但补充一点,股票比以往任何时候都更贵——现在真正的调整不会让任何人感到惊讶。</blockquote></p><p> The S&P 500 has fallen almost 3% from its all-time high hit in late November, just before scientists in South Africa reported the new Covid-19 strain. On Friday, the market had its worst day of the year. Tuesday was more ugliness—producers of vaccines and treatments predicted their remedies probably wouldn’t be as effective against Omicron as other variants.</p><p><blockquote>就在南非科学家报告新的Covid-19毒株之前,标普500已从11月底创下的历史高点下跌了近3%。周五,市场经历了今年最糟糕的一天。周二的情况更加糟糕——疫苗和治疗方法的生产商预测,他们的治疗方法可能不会像其他变种那样有效地对抗奥密克戎病毒。</blockquote></p><p> But that true correction—a 10% drop—has been elusive, even during all these months of the pandemic. And that itself is a bit astonishing, since corrections are often a normal part of a larger bull market.</p><p><blockquote>但真正的调整——10%的下降——一直难以捉摸,即使是在疫情的这几个月里。这本身就有点令人惊讶,因为调整往往是更大牛市的正常部分。</blockquote></p><p> One indicator, though, forecasts a correction—like a dark cloud usually brings rain. The total U.S. equity market capitalization is about 215% of U.S. gross domestic product—the highest level ever, according to Global Financial Data.</p><p><blockquote>然而,有一个指标预测了修正——就像乌云通常会带来降雨一样。根据全球金融数据,美国股市总市值约为美国国内生产总值的215%,为有史以来的最高水平。</blockquote></p><p> Such a high number isn’t good. It’s bad, often a sign that a correction is just around the corner</p><p><blockquote>这么高的数字并不好。这很糟糕,通常是调整即将到来的迹象</blockquote></p><p> In 1929, market cap to GDP hit an all-time high of about 100%, just before the famous stock market crash late that year. In 2000, another high at about 150%, just before a bear market—a drop of at least 20%—began. In 2008, a multiyear high, just ahead of the financial crisis.</p><p><blockquote>1929年,就在当年晚些时候著名的股市崩盘之前,市值与GDP之比创下了约100%的历史新高。2000年,就在熊市(至少下跌20%)开始之前,另一个约150%的高点。2008年,就在金融危机爆发之前,创下多年新高。</blockquote></p><p> The upshot: Maybe a correction; then again, maybe not. It’s all in the hands of investors.</p><p><blockquote>结果是:也许是一次修正;话说回来,也许不是。这一切都掌握在投资者手中。</blockquote></p><p> To be sure, stock valuations aren’t known to be the best timing tool for investors deciding if they should do more buying or selling. Valuations can stay high for a long time.</p><p><blockquote>可以肯定的是,股票估值并不是投资者决定是否应该进行更多买入或卖出的最佳时机工具。估值可以长期保持高位。</blockquote></p><p> For most of the pandemic era, in fact, the market has been valued at its highest level relative to GDP ever. But high valuations do indicate that when—and if—the economic outlook really does deteriorate, stocks can fall really hard.</p><p><blockquote>事实上,在疫情时代的大部分时间里,市场相对于GDP的估值一直处于有史以来的最高水平。但高估值确实表明,当经济前景确实恶化时,股市可能会大幅下跌。</blockquote></p><p> “There is certainly the potential for additional market drops and heightened volatility in coming weeks as a result of this variant, especially given all the uncertainty surrounding it,” wrote Kristina Hooper, chief global market strategist at Invesco. “There is room for a decent correction.”</p><p><blockquote>景顺首席全球市场策略师克里斯蒂娜·胡珀(Kristina Hooper)写道:“由于这种变化,未来几周市场肯定有可能进一步下跌并加剧波动,特别是考虑到围绕它的所有不确定性。”“还有适当修正的空间。”</blockquote></p><p> What the market needs now is a little hope—that vaccines will be effective against the new variant. Otherwise, get ready for a correction.</p><p><blockquote>市场现在需要的是一点希望——疫苗将有效对抗新变种。否则,准备好修正吧。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/articles/stock-market-correction-51638305804?mod=newsviewer_click_seemore\">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":{".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/articles/stock-market-correction-51638305804?mod=newsviewer_click_seemore","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1134775339","content_text":"To say that the Omicron variant is shaking the market would be an understatement. But add that stocks are more expensive than they’ve ever been—and a true correction now wouldn’t surprise anybody.\nThe S&P 500 has fallen almost 3% from its all-time high hit in late November, just before scientists in South Africa reported the new Covid-19 strain. On Friday, the market had its worst day of the year. Tuesday was more ugliness—producers of vaccines and treatments predicted their remedies probably wouldn’t be as effective against Omicron as other variants.\nBut that true correction—a 10% drop—has been elusive, even during all these months of the pandemic. And that itself is a bit astonishing, since corrections are often a normal part of a larger bull market.\nOne indicator, though, forecasts a correction—like a dark cloud usually brings rain. The total U.S. equity market capitalization is about 215% of U.S. gross domestic product—the highest level ever, according to Global Financial Data.\nSuch a high number isn’t good. It’s bad, often a sign that a correction is just around the corner\nIn 1929, market cap to GDP hit an all-time high of about 100%, just before the famous stock market crash late that year. In 2000, another high at about 150%, just before a bear market—a drop of at least 20%—began. In 2008, a multiyear high, just ahead of the financial crisis.\nThe upshot: Maybe a correction; then again, maybe not. It’s all in the hands of investors.\nTo be sure, stock valuations aren’t known to be the best timing tool for investors deciding if they should do more buying or selling. Valuations can stay high for a long time.\nFor most of the pandemic era, in fact, the market has been valued at its highest level relative to GDP ever. But high valuations do indicate that when—and if—the economic outlook really does deteriorate, stocks can fall really hard.\n“There is certainly the potential for additional market drops and heightened volatility in coming weeks as a result of this variant, especially given all the uncertainty surrounding it,” wrote Kristina Hooper, chief global market strategist at Invesco. “There is room for a decent correction.”\nWhat the market needs now is a little hope—that vaccines will be effective against the new variant. Otherwise, get ready for a correction.","news_type":1,"symbols_score_info":{".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2064,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600415786,"gmtCreate":1638186833078,"gmtModify":1638186833310,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/600415786","repostId":"1180553445","repostType":4,"repost":{"id":"1180553445","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":1638177356,"share":"https://www.laohu8.com/m/news/1180553445?lang=zh_CN&edition=full","pubTime":"2021-11-29 17:15","market":"us","language":"en","title":"Tesla stock rallied nearly 3% in premarket trading<blockquote>特斯拉股价在盘前交易中上涨近3%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180553445","media":"Tiger Newspress","summary":"Tesla stock rallied nearly 3% in premarket trading as it to start production in Germany in December,","content":"<p>Tesla stock rallied nearly 3% in premarket trading as it to start production in Germany in December,according to Automobilwoche.</p><p><blockquote>据Automobilwoche报道,特斯拉股价在盘前交易中上涨近3%,该公司将于12月在德国开始生产。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c924dd7ad062e13f25605d196e86462b\" tg-width=\"853\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Tesla Inc. will launch its overdue German production operations in December, Automobilwoche reported, estimating as many as 30,000 vehicles will be manufactured there in the first half of 2022.</p><p><blockquote>据Automobilwoche报道,特斯拉公司将于12月启动其迟来的德国生产业务,预计2022年上半年德国将生产多达30,000辆汽车。</blockquote></p><p> Production was to have begun in July but was delayed because the company hadn’t received environmental clearance. Local regulators are expected to grant the necessary permits within days, the magazine said, without reporting where it received its information.</p><p><blockquote>生产原定于7月开始,但由于该公司尚未获得环境许可而被推迟。该杂志称,当地监管机构预计将在几天内授予必要的许可,但没有报告从哪里收到信息。</blockquote></p><p> Five units of Model Y have already been completed at the Gigafactory near Berlin, though not on the production line. In January, serial production will start with 1,000 cars per week and gradually increase, according to Automobilwoche.</p><p><blockquote>柏林附近的超级工厂已经完成了五台Model Y,但尚未上生产线。据Automobilwoche称,1月份,批量生产将从每周1,000辆汽车开始,并逐渐增加。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla stock rallied nearly 3% in premarket trading<blockquote>特斯拉股价在盘前交易中上涨近3%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla stock rallied nearly 3% in premarket trading<blockquote>特斯拉股价在盘前交易中上涨近3%</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\">2021-11-29 17:15</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla stock rallied nearly 3% in premarket trading as it to start production in Germany in December,according to Automobilwoche.</p><p><blockquote>据Automobilwoche报道,特斯拉股价在盘前交易中上涨近3%,该公司将于12月在德国开始生产。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c924dd7ad062e13f25605d196e86462b\" tg-width=\"853\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Tesla Inc. will launch its overdue German production operations in December, Automobilwoche reported, estimating as many as 30,000 vehicles will be manufactured there in the first half of 2022.</p><p><blockquote>据Automobilwoche报道,特斯拉公司将于12月启动其迟来的德国生产业务,预计2022年上半年德国将生产多达30,000辆汽车。</blockquote></p><p> Production was to have begun in July but was delayed because the company hadn’t received environmental clearance. Local regulators are expected to grant the necessary permits within days, the magazine said, without reporting where it received its information.</p><p><blockquote>生产原定于7月开始,但由于该公司尚未获得环境许可而被推迟。该杂志称,当地监管机构预计将在几天内授予必要的许可,但没有报告从哪里收到信息。</blockquote></p><p> Five units of Model Y have already been completed at the Gigafactory near Berlin, though not on the production line. In January, serial production will start with 1,000 cars per week and gradually increase, according to Automobilwoche.</p><p><blockquote>柏林附近的超级工厂已经完成了五台Model Y,但尚未上生产线。据Automobilwoche称,1月份,批量生产将从每周1,000辆汽车开始,并逐渐增加。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180553445","content_text":"Tesla stock rallied nearly 3% in premarket trading as it to start production in Germany in December,according to Automobilwoche.\n\nTesla Inc. will launch its overdue German production operations in December, Automobilwoche reported, estimating as many as 30,000 vehicles will be manufactured there in the first half of 2022.\nProduction was to have begun in July but was delayed because the company hadn’t received environmental clearance. Local regulators are expected to grant the necessary permits within days, the magazine said, without reporting where it received its information.\nFive units of Model Y have already been completed at the Gigafactory near Berlin, though not on the production line. In January, serial production will start with 1,000 cars per week and gradually increase, according to Automobilwoche.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1933,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877277144,"gmtCreate":1637939440996,"gmtModify":1637939441108,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877277144","repostId":"1163577509","repostType":4,"repost":{"id":"1163577509","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":1637931981,"share":"https://www.laohu8.com/m/news/1163577509?lang=zh_CN&edition=full","pubTime":"2021-11-26 21:06","market":"us","language":"en","title":"Toplines Before US Market Open on Friday<blockquote>周五美国市场开盘前的营收</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163577509","media":"Tiger Newspress","summary":"U.S. stock index futures pointed to a slide at the post-Thanksgiving Wall Street open and oil hit tw","content":"<p>U.S. stock index futures pointed to a slide at the post-Thanksgiving Wall Street open and oil hit two-month lows as fears of a possibly vaccine-resistant coronavirus variant sent investors scurrying to safe-haven assets.</p><p><blockquote>美国股指期货在感恩节后华尔街开盘下跌,油价触及两个月低点,原因是对可能对疫苗产生耐药性的冠状病毒变种的担忧促使投资者纷纷转向避险资产。</blockquote></p><p> At 8:00 a.m. ET, Dow E-minis were down 776 points, or 2.17%, S&P 500 E-minis were down 73.25 points, or 1.56% and Nasdaq 100 E-minis were down 147 points, or 0.9%.</p><p><blockquote>截至美国东部时间上午8:00,道指e-mini下跌776点,跌幅2.17%,标普500 e-mini下跌73.25点,跌幅1.56%,纳斯达克100 e-mini下跌147点,跌幅0.9%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/500e72c7269646a086528ac1783b7ea9\" tg-width=\"1199\" tg-height=\"366\" referrerpolicy=\"no-referrer\"><span>*Source From Tiger Trade, EST 08:00</span></p><p><blockquote><p class=\"t-img-caption\"><span>*来源自Tiger Trade,美国东部时间08:00</span></p></blockquote></p><p> \"This could be the moment that people look back on as derailing the economic recovery and rate rises but what we have is a big insertion of uncertainty rather than something material,\" said Peter Rutter, head of equities at Royal London Asset Management.</p><p><blockquote>皇家伦敦资产管理公司股票主管彼得·鲁特表示:“这可能是人们回顾经济复苏和加息脱轨的时刻,但我们面临的是巨大的不确定性,而不是实质性的东西。”</blockquote></p><p> \"The very fact we don't know is what's concerning the market.\"</p><p><blockquote>“我们不知道的事实是市场关心什么。”</blockquote></p><p> The WHO is convening an experts' meeting on Friday to evaluate whether the new variant is a \"variant of concern\".</p><p><blockquote>世卫组织将于周五召开专家会议,评估新变种是否是“值得关注的变种”。</blockquote></p><p> It will take a few weeks to understand the impact of the variant, a spokesperson said.</p><p><blockquote>一位发言人表示,需要几周时间才能了解该变种的影响。</blockquote></p><p> \"We need to see how transmissible this variant is, is it able to evade the vaccines - this is crucial,\" Coghlan said.</p><p><blockquote>“我们需要看看这种变种的传播性如何,它是否能够逃避疫苗——这至关重要,”科格兰说。</blockquote></p><p> <b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票:</b></blockquote></p><p> Travel and leisure stocks – Airline stocks are getting hit hard in the premarket by news of the new Covid-19 variant, includingAmerican (AAL),United (UAL),Southwest (LUV),Delta (DAL)andJetBlue (JBLU). Cruise stocks were also getting rocked:Royal Caribbean (RCL)slid 10.6%,Carnival (CCL)took a 10.5% hit, andNorwegian (NCLH)fell 10%.</p><p><blockquote>旅游和休闲股——航空股在盘前因新的Covid-19变种的消息而受到沉重打击,包括美国航空(AAL)、联合航空(UAL)、西南航空(LUV)、达美航空(DAL)和捷蓝航空(JBLU)。邮轮股也受到冲击:皇家加勒比(RCL)下跌10.6%,嘉年华(CCL)下跌10.5%,挪威航空(NCLH)下跌10%。</blockquote></p><p> Stay-at-home stocks – Stocks that benefited from Covid-19 closures rebounded, withZoom Video (ZM)gaining 7.8% in premarket trading,DocuSign (DOCU)up 3%,Netflix (NFLX)higher by 2.2% andPeloton (PTON)jumping 6.2%.</p><p><blockquote>居家股票——受益于Covid-19关闭的股票反弹,Zoom Video(ZM)在盘前交易中上涨7.8%,DocuSign(DOCU)上涨3%,Netflix(NFLX)上涨2.2%,Peloton(PTON)上涨6.2%。</blockquote></p><p> Vaccine stocks – These are rising following the Covid variant news, withModerna (MRNA)surging 8.6% in the premarket,Pfizer (PFE)jumping 5.6%,BioNTech (BNTX)surging 7.3% andNovavax (NVAX)rallying 5.3%.</p><p><blockquote>疫苗股——Covid变种消息传出后,疫苗股纷纷上涨,Moderna(MRNA)盘前飙升8.6%,辉瑞(PFE)上涨5.6%,BioNTech(BNTX)飙升7.3%,Novavax(NVAX)上涨5.3%。</blockquote></p><p> <a href=\"https://laohu8.com/S/MRK\">Merck</a> (MRK)– The drug maker and its partner, Ridgeback Biotherapeutics, said their experimental Covid pill cut the risk of death and hospitalization in at-risk patients by 30%. However, that was a lower efficacy rate than was seen in an earlier study, and Merck fell 3% in premarket trading.</p><p><blockquote><a href=\"https://laohu8.com/S/MRK\">默克</a>(MRK)-制药商及其合作伙伴Ridgeback Biotherapeutics表示,他们的实验性Covid药丸将高危患者的死亡和住院风险降低了30%。然而,这一有效率低于早期研究中看到的,默克公司在盘前交易中下跌了3%。</blockquote></p><p> <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> (TSLA)– Tesla will invest $188 million to expand production capacity at its Shanghai factory, according to the state-backed Beijing Daily newspaper. Tesla fell 2.3% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA)——据官方媒体《北京日报》报道,特斯拉将投资1.88亿美元扩大其上海工厂的产能。特斯拉盘前下跌2.3%。</blockquote></p><p> <a href=\"https://laohu8.com/S/MU\">Micron Technology</a> (MU)– Micron and Taiwan-based chip makerUnited Microelectronics (UMC)have withdrawn intellectual property complaints against each other. The two companies did not give a reason for ending those cases. Micron fell 1.6% in the premarket, while United Micro slid 2.3%.</p><p><blockquote><a href=\"https://laohu8.com/S/MU\">美光科技</a>(MU)——美光科技和台湾芯片制造商联合微电子(UMC)已撤回对彼此的知识产权投诉。两家公司没有给出结束这些案件的理由。美光科技盘前下跌1.6%,联合微科技下跌2.3%。</blockquote></p><p> <a href=\"https://laohu8.com/S/BA\">Boeing</a> (BA)– Boeing was told that its bid to sell fighter jets to Canada did not meet the government’s requirements, according to a report in the Canadian Press. The report said two other competitors,Lockheed Martin (LMT)and Sweden’s Saab, did meet those requirements and remain in the competition. Boeing lost 6.3% in premarket action.</p><p><blockquote><a href=\"https://laohu8.com/S/BA\">波音公司</a>(BA)——据加拿大媒体报道,波音公司被告知,其向加拿大出售战斗机的投标不符合政府的要求。报告称,另外两家竞争对手洛克希德·马丁公司(LMT)和瑞典萨博公司确实满足了这些要求,并继续参与竞争。波音公司盘前下跌6.3%。</blockquote></p><p> <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> (MSFT)– Microsoft Chief Executive Officer Satya Nadella disclosed the sale of 839,000 shares in an SEC filing, leaving him with ownership of 831,000 shares following that transaction. Microsoft fell 1% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT)-微软首席执行官萨蒂亚·纳德拉(Satya Nadella)在向SEC提交的文件中披露了出售839,000股股票的情况,交易后他拥有831,000股股票的所有权。微软盘前下跌1%。</blockquote></p><p> <a href=\"https://laohu8.com/S/PDD\">Pinduoduo Inc.</a> (PDD)– The China-based e-commerce platform operator saw its shares plummet 17.7% in the premarket, after it reported quarterly revenue that was well below analyst estimates amid increasing competition from companies like Alibaba (BABA) and JD.com (JD).</p><p><blockquote><a href=\"https://laohu8.com/S/PDD\">拼多多</a>(PDD)——由于来自阿里巴巴-SW(BABA)和京东等公司的竞争日益激烈,这家总部位于中国的电子商务平台运营商公布的季度收入远低于分析师预期,其股价在盘前暴跌17.7%。com(京东)。</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>Toplines Before US Market Open on Friday<blockquote>周五美国市场开盘前的营收</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines Before US Market Open on Friday<blockquote>周五美国市场开盘前的营收</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\">2021-11-26 21:06</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S. stock index futures pointed to a slide at the post-Thanksgiving Wall Street open and oil hit two-month lows as fears of a possibly vaccine-resistant coronavirus variant sent investors scurrying to safe-haven assets.</p><p><blockquote>美国股指期货在感恩节后华尔街开盘下跌,油价触及两个月低点,原因是对可能对疫苗产生耐药性的冠状病毒变种的担忧促使投资者纷纷转向避险资产。</blockquote></p><p> At 8:00 a.m. ET, Dow E-minis were down 776 points, or 2.17%, S&P 500 E-minis were down 73.25 points, or 1.56% and Nasdaq 100 E-minis were down 147 points, or 0.9%.</p><p><blockquote>截至美国东部时间上午8:00,道指e-mini下跌776点,跌幅2.17%,标普500 e-mini下跌73.25点,跌幅1.56%,纳斯达克100 e-mini下跌147点,跌幅0.9%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/500e72c7269646a086528ac1783b7ea9\" tg-width=\"1199\" tg-height=\"366\" referrerpolicy=\"no-referrer\"><span>*Source From Tiger Trade, EST 08:00</span></p><p><blockquote><p class=\"t-img-caption\"><span>*来源自Tiger Trade,美国东部时间08:00</span></p></blockquote></p><p> \"This could be the moment that people look back on as derailing the economic recovery and rate rises but what we have is a big insertion of uncertainty rather than something material,\" said Peter Rutter, head of equities at Royal London Asset Management.</p><p><blockquote>皇家伦敦资产管理公司股票主管彼得·鲁特表示:“这可能是人们回顾经济复苏和加息脱轨的时刻,但我们面临的是巨大的不确定性,而不是实质性的东西。”</blockquote></p><p> \"The very fact we don't know is what's concerning the market.\"</p><p><blockquote>“我们不知道的事实是市场关心什么。”</blockquote></p><p> The WHO is convening an experts' meeting on Friday to evaluate whether the new variant is a \"variant of concern\".</p><p><blockquote>世卫组织将于周五召开专家会议,评估新变种是否是“值得关注的变种”。</blockquote></p><p> It will take a few weeks to understand the impact of the variant, a spokesperson said.</p><p><blockquote>一位发言人表示,需要几周时间才能了解该变种的影响。</blockquote></p><p> \"We need to see how transmissible this variant is, is it able to evade the vaccines - this is crucial,\" Coghlan said.</p><p><blockquote>“我们需要看看这种变种的传播性如何,它是否能够逃避疫苗——这至关重要,”科格兰说。</blockquote></p><p> <b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票:</b></blockquote></p><p> Travel and leisure stocks – Airline stocks are getting hit hard in the premarket by news of the new Covid-19 variant, includingAmerican (AAL),United (UAL),Southwest (LUV),Delta (DAL)andJetBlue (JBLU). Cruise stocks were also getting rocked:Royal Caribbean (RCL)slid 10.6%,Carnival (CCL)took a 10.5% hit, andNorwegian (NCLH)fell 10%.</p><p><blockquote>旅游和休闲股——航空股在盘前因新的Covid-19变种的消息而受到沉重打击,包括美国航空(AAL)、联合航空(UAL)、西南航空(LUV)、达美航空(DAL)和捷蓝航空(JBLU)。邮轮股也受到冲击:皇家加勒比(RCL)下跌10.6%,嘉年华(CCL)下跌10.5%,挪威航空(NCLH)下跌10%。</blockquote></p><p> Stay-at-home stocks – Stocks that benefited from Covid-19 closures rebounded, withZoom Video (ZM)gaining 7.8% in premarket trading,DocuSign (DOCU)up 3%,Netflix (NFLX)higher by 2.2% andPeloton (PTON)jumping 6.2%.</p><p><blockquote>居家股票——受益于Covid-19关闭的股票反弹,Zoom Video(ZM)在盘前交易中上涨7.8%,DocuSign(DOCU)上涨3%,Netflix(NFLX)上涨2.2%,Peloton(PTON)上涨6.2%。</blockquote></p><p> Vaccine stocks – These are rising following the Covid variant news, withModerna (MRNA)surging 8.6% in the premarket,Pfizer (PFE)jumping 5.6%,BioNTech (BNTX)surging 7.3% andNovavax (NVAX)rallying 5.3%.</p><p><blockquote>疫苗股——Covid变种消息传出后,疫苗股纷纷上涨,Moderna(MRNA)盘前飙升8.6%,辉瑞(PFE)上涨5.6%,BioNTech(BNTX)飙升7.3%,Novavax(NVAX)上涨5.3%。</blockquote></p><p> <a href=\"https://laohu8.com/S/MRK\">Merck</a> (MRK)– The drug maker and its partner, Ridgeback Biotherapeutics, said their experimental Covid pill cut the risk of death and hospitalization in at-risk patients by 30%. However, that was a lower efficacy rate than was seen in an earlier study, and Merck fell 3% in premarket trading.</p><p><blockquote><a href=\"https://laohu8.com/S/MRK\">默克</a>(MRK)-制药商及其合作伙伴Ridgeback Biotherapeutics表示,他们的实验性Covid药丸将高危患者的死亡和住院风险降低了30%。然而,这一有效率低于早期研究中看到的,默克公司在盘前交易中下跌了3%。</blockquote></p><p> <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> (TSLA)– Tesla will invest $188 million to expand production capacity at its Shanghai factory, according to the state-backed Beijing Daily newspaper. Tesla fell 2.3% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA)——据官方媒体《北京日报》报道,特斯拉将投资1.88亿美元扩大其上海工厂的产能。特斯拉盘前下跌2.3%。</blockquote></p><p> <a href=\"https://laohu8.com/S/MU\">Micron Technology</a> (MU)– Micron and Taiwan-based chip makerUnited Microelectronics (UMC)have withdrawn intellectual property complaints against each other. The two companies did not give a reason for ending those cases. Micron fell 1.6% in the premarket, while United Micro slid 2.3%.</p><p><blockquote><a href=\"https://laohu8.com/S/MU\">美光科技</a>(MU)——美光科技和台湾芯片制造商联合微电子(UMC)已撤回对彼此的知识产权投诉。两家公司没有给出结束这些案件的理由。美光科技盘前下跌1.6%,联合微科技下跌2.3%。</blockquote></p><p> <a href=\"https://laohu8.com/S/BA\">Boeing</a> (BA)– Boeing was told that its bid to sell fighter jets to Canada did not meet the government’s requirements, according to a report in the Canadian Press. The report said two other competitors,Lockheed Martin (LMT)and Sweden’s Saab, did meet those requirements and remain in the competition. Boeing lost 6.3% in premarket action.</p><p><blockquote><a href=\"https://laohu8.com/S/BA\">波音公司</a>(BA)——据加拿大媒体报道,波音公司被告知,其向加拿大出售战斗机的投标不符合政府的要求。报告称,另外两家竞争对手洛克希德·马丁公司(LMT)和瑞典萨博公司确实满足了这些要求,并继续参与竞争。波音公司盘前下跌6.3%。</blockquote></p><p> <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> (MSFT)– Microsoft Chief Executive Officer Satya Nadella disclosed the sale of 839,000 shares in an SEC filing, leaving him with ownership of 831,000 shares following that transaction. Microsoft fell 1% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT)-微软首席执行官萨蒂亚·纳德拉(Satya Nadella)在向SEC提交的文件中披露了出售839,000股股票的情况,交易后他拥有831,000股股票的所有权。微软盘前下跌1%。</blockquote></p><p> <a href=\"https://laohu8.com/S/PDD\">Pinduoduo Inc.</a> (PDD)– The China-based e-commerce platform operator saw its shares plummet 17.7% in the premarket, after it reported quarterly revenue that was well below analyst estimates amid increasing competition from companies like Alibaba (BABA) and JD.com (JD).</p><p><blockquote><a href=\"https://laohu8.com/S/PDD\">拼多多</a>(PDD)——由于来自阿里巴巴-SW(BABA)和京东等公司的竞争日益激烈,这家总部位于中国的电子商务平台运营商公布的季度收入远低于分析师预期,其股价在盘前暴跌17.7%。com(京东)。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163577509","content_text":"U.S. stock index futures pointed to a slide at the post-Thanksgiving Wall Street open and oil hit two-month lows as fears of a possibly vaccine-resistant coronavirus variant sent investors scurrying to safe-haven assets.\nAt 8:00 a.m. ET, Dow E-minis were down 776 points, or 2.17%, S&P 500 E-minis were down 73.25 points, or 1.56% and Nasdaq 100 E-minis were down 147 points, or 0.9%.\n*Source From Tiger Trade, EST 08:00\n\"This could be the moment that people look back on as derailing the economic recovery and rate rises but what we have is a big insertion of uncertainty rather than something material,\" said Peter Rutter, head of equities at Royal London Asset Management.\n\"The very fact we don't know is what's concerning the market.\"\nThe WHO is convening an experts' meeting on Friday to evaluate whether the new variant is a \"variant of concern\".\nIt will take a few weeks to understand the impact of the variant, a spokesperson said.\n\"We need to see how transmissible this variant is, is it able to evade the vaccines - this is crucial,\" Coghlan said.\nStocks making the biggest moves in the premarket:\nTravel and leisure stocks – Airline stocks are getting hit hard in the premarket by news of the new Covid-19 variant, includingAmerican (AAL),United (UAL),Southwest (LUV),Delta (DAL)andJetBlue (JBLU). Cruise stocks were also getting rocked:Royal Caribbean (RCL)slid 10.6%,Carnival (CCL)took a 10.5% hit, andNorwegian (NCLH)fell 10%.\nStay-at-home stocks – Stocks that benefited from Covid-19 closures rebounded, withZoom Video (ZM)gaining 7.8% in premarket trading,DocuSign (DOCU)up 3%,Netflix (NFLX)higher by 2.2% andPeloton (PTON)jumping 6.2%.\nVaccine stocks – These are rising following the Covid variant news, withModerna (MRNA)surging 8.6% in the premarket,Pfizer (PFE)jumping 5.6%,BioNTech (BNTX)surging 7.3% andNovavax (NVAX)rallying 5.3%.\nMerck (MRK)– The drug maker and its partner, Ridgeback Biotherapeutics, said their experimental Covid pill cut the risk of death and hospitalization in at-risk patients by 30%. However, that was a lower efficacy rate than was seen in an earlier study, and Merck fell 3% in premarket trading.\nTesla Motors (TSLA)– Tesla will invest $188 million to expand production capacity at its Shanghai factory, according to the state-backed Beijing Daily newspaper. Tesla fell 2.3% in the premarket.\nMicron Technology (MU)– Micron and Taiwan-based chip makerUnited Microelectronics (UMC)have withdrawn intellectual property complaints against each other. The two companies did not give a reason for ending those cases. Micron fell 1.6% in the premarket, while United Micro slid 2.3%.\nBoeing (BA)– Boeing was told that its bid to sell fighter jets to Canada did not meet the government’s requirements, according to a report in the Canadian Press. The report said two other competitors,Lockheed Martin (LMT)and Sweden’s Saab, did meet those requirements and remain in the competition. Boeing lost 6.3% in premarket action.\nMicrosoft (MSFT)– Microsoft Chief Executive Officer Satya Nadella disclosed the sale of 839,000 shares in an SEC filing, leaving him with ownership of 831,000 shares following that transaction. Microsoft fell 1% in the premarket.\nPinduoduo Inc. (PDD)– The China-based e-commerce platform operator saw its shares plummet 17.7% in the premarket, after it reported quarterly revenue that was well below analyst estimates amid increasing competition from companies like Alibaba (BABA) and JD.com (JD).","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873061787,"gmtCreate":1636802525629,"gmtModify":1636802525707,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"HODL and staying long on PLTR ","listText":"HODL and staying long on PLTR ","text":"HODL and staying long on PLTR","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/873061787","repostId":"1129543601","repostType":4,"repost":{"id":"1129543601","kind":"news","pubTimestamp":1636770982,"share":"https://www.laohu8.com/m/news/1129543601?lang=zh_CN&edition=full","pubTime":"2021-11-13 10:36","market":"us","language":"en","title":"Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir:第三季度表现良好,自由现金流增加,提高指引但抛售创造了机会</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129543601","media":"Seeking Alpha","summary":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li> <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li> <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li> <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir的收入环比增长36%,同时产生1.19亿美元的自由现金流,利润率为30%。</li><li>Palantir第三季度商业收入同比增长37%,政府收入同比增长34%,显示出强劲的前瞻性增长趋势。</li><li>Palantir在2021年第三季度完成了54笔交易,合同价值至少为100万美元,其中33笔价值超过500万美元,18笔价值超过1000万美元。</li><li>Palantir再次上调指引,预计收入同比增长40%,达到15.27亿美元,自由现金流为4亿美元,高于之前指引的3亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p><p><blockquote>一些投资者又爱又恨Palantir(PLTR),它过去被昵称为黑匣子公司,而另一些投资者则绝对喜欢它,因为他们相信PLTR的软件是未来。在我之前关于PLTR的文章中,我表示,根据PLTR当前的收入趋势,他们计划在第三季度实现3.9941亿美元的收入,在第四季度实现4.2322亿美元的收入。市场普遍认为第三季度的收入为3.8656亿美元,PLTR在2021年第四季度实现了3.921亿美元,预测为4.18亿美元。当进行盈利看涨期权时,盘前的反应只不过是PLTR急剧下跌的红海,每次试图填补缺口时,螺旋式下降的下一阶段就开始了。这个消息甚至还没有被消化,但人们决定要么获利了结,要么退出头寸,要么对PLTR失去信心。</blockquote></p><p> What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p><p><blockquote>财报中有什么不让人喜欢的地方导致了一直徘徊在-9.03%区间的抛售?PLTR收入同比增长36%,第三季度增加了34个新客户,并完成了54笔价值100万美元或以上的交易。PLTR的剩余交易价值同比增加了50%,达到36亿美元,并提供了1.01亿美元的运营现金(利润率26%)和1.99亿美元的自由现金流(利润率30%)。PLTR还提高了2021年的指导,因为他们现在预计收入同比增长40%,而之前的预测为30%,并将自由现金流预测从3亿美元提高到4亿美元。除了这些数字之外,PLTR还宣布了新的产品平台和用例,这些平台和用例在未来推动收入和自由现金流方面具有巨大潜力。我相信这次抛售将是短暂的,我将其视为买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:寻求阿尔法)</span></p></blockquote></p><p> <b>Palantir's revenue continues to expand on both the commercial and government side</b></p><p><blockquote><b>Palantir在商业和政府方面的收入持续扩张</b></blockquote></p><p> Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p><p><blockquote>自PLTR上市以来,他们的商业业务逐季扩张。上市五个季度后,PLTR的季度商业收入增长了6200万美元,增幅为55.36%。2021年第三季度,PLTR的商业运营收入为1.74亿美元,占其3.921亿美元季度收入的44.38%。过去两年,PLTR第三季度收入增长了85.11%,其中2020年第三季度同比增长35.11%,2021年第三季度同比增长37.01%。PLTR的商业剩余交易价值同比增长101%,从2020年第三季度的11亿美元增至2021年第三季度的22亿美元。商业客户邀请PLTR展示他们的软件解决方案,PLTR正在赢得他们的业务。2021年第三季度,PLTR净新增34家新客户,商业客户群环比增加20%,达到203家。过去一年,PLTR的商业客户群扩大了46.04%,客户数量从139个增加到203个,增加了64个。任何仍然将PLTR归类为黑匣子的人都是不准确的,因为商业市场正在了解PLTR的软件平台并实施其解决方案以改善其运营。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Steven Fiorillo)(数据来源:Palantir)</span></p></blockquote></p><p> Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p><p><blockquote>自2020年第一季度以来,PLTR的季度收入增加了1.631亿美元(71.23%),平均季度环比增长率为9.43%。2021年第三季度,这一趋势保持不变,收入环比增长1610万美元,即4.28%。虽然与2021年第二季度的10.26%相比,季度收入增长环比略有放缓,但PLTR预计2021年第四季度收入将为4.18亿美元。PLTR预计将再创公司纪录,并在年底实现2590万美元(6.61%)的环比增长。</blockquote></p><p></p><p> The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p><p><blockquote>同样的增长故事也适用于他们过去12个月(TTM)的总收入。在过去六个季度中,PLTR的TTM收入从8.106亿美元增加到14.3亿美元,增加了6.206亿美元(76.55%)。平均而言,PLTR的TTM收入环比增长1.0342亿美元(9.94%)。在Q1 2020-2020年第三季度,他们的平均环比收入增长为9403万美元,这一数字大幅增长,因为过去三个季度环比增长了至少1.05亿美元。2021年第三季度,PLTR的TTM收入增加至14.3亿美元,环比收入增长1.068亿美元(8.06%)。就像季度指标一样,PLTR的TTM预计将环比增长9590万美元,达到15.27亿美元,而市场普遍预期为15.1亿美元。这将使PLTR的年收入同比增长远高于30%的预测,因为到2021年,他们的收入将增加4.343亿美元(39.75%)</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Steven Fiorillo)(数据来源:Palantir)</span></p></blockquote></p><p> I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p><p><blockquote>我很震惊PLTR仍然处于亏损状态。PLTR是一家高增长公司,目前自由现金流为正,并正在扩大其指标。2020年前9个月,PLTR产生了-2.85亿美元的自由现金流,截至2021年前9个月末,PLTR实现了6.05亿美元的波动,年初至今已产生了3.2亿美元的自由现金流。PLTR此前将2021年自由现金流指引提高至300美元,而他们刚刚再次将其提高至4亿美元以上。在三个月的时间里,PLTR将其自由现金流预测额外增加了33.33%。第三季度,PLTR的自由现金流利润率为30%,预计2021年自由现金流将超过4亿美元。至少,这意味着他们将在2021年额外增加8000万美元的自由现金流。如果PLTR实现15.27亿美元的收入和4亿美元的自由现金流,其2021年的自由现金流利润率将为26.2%。PLTR仍预计到2025年年收入将同比增长30%,根据2021年1.527美元的预测,2025年收入将达到43.6亿美元。按照PLTR目前的自由现金流利润率,他们将在2025年产生11.4亿美元的自由现金流。考虑到PLTR目前的趋势,如果他们超出预测并同比增长35%,那么他们2025年的收入将达到50.7亿美元。按照目前的自由现金流利润率,到2025年,他们将产生13.3亿美元的自由现金流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:PLTR)</span></p></blockquote></p><p> PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p><p><blockquote>PLTR正在全速点火。第三季度收入同比增长36%,第二次将自由现金流指引从3亿美元上调至4亿美元以上,并将年收入增长指引从30%上调至约40%。PLTR仍维持每年30%的未来收入前景,并创造了一些令人印象深刻的利润。第三季度PLTR的商业收入同比增长37%,政府收入同比增长34%。PLTR在第三季度完成了至少54笔价值至少100万美元的交易,其中33笔收入至少500万美元,18笔收入至少1000万美元。PLTR的增长指标令人印象深刻,我预计它们未来将低于承诺并超额交付。</blockquote></p><p> <b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p><p><blockquote><b>Palantir正在进入两个巨大的新领域:碳排放和加密货币</b></blockquote></p><p> In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p><p><blockquote>过去,我曾写过有关政府、亚马逊(纳斯达克股票代码:AMZN)和国际商业机器公司(纽约证券交易所股票代码:IBM)未来机遇的文章。在今天的收益看涨期权上,PLTR介绍了有关他们将为碳排放和加密货币提供的两种新产品的重要信息。</blockquote></p><p></p><p> There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as Exxon Mobil(NYSE:XOM) are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to scrub emissions out of the air and carbonate fuel cells to capture industrial emissions from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p><p><blockquote>美国在气候问题上发生了根本性转变,拜登总统重新加入了《巴黎协定》,重新参与应对气候变化。该计划的一部分是到2050年实现整个经济的净零排放。最近,拜登总统在苏格兰格拉斯哥举行的联合国气候峰会上承诺与欧盟和其他数十个国家合作,到2030年将全球甲烷总排放量减少30%。无论你对气候的立场是什么,有许多人认为我们需要降低排放,许多国家正在朝着一个目标努力。为了遵守规定,埃克森美孚(纽约证券交易所股票代码:XOM)等公司正在与外部组织对几项有前途的创新进行长期研究,包括用于清除空气中排放物的直接空气捕获技术和用于捕获烟道中工业排放的碳酸盐燃料电池发电厂或制造设施的气流。碳排放管理已经是一项蓬勃发展的业务,PLTR正在Foundry上创建一个模块,以提供一个单一的窗格来查看收入、利润、生产和所有排放,以便公司可以更有效地管理结果。就我个人而言,我相信这对于推动PLTR未来的收入具有巨大的潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Palantir)</span></p></blockquote></p><p> The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN) is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p><p><blockquote>PLTR讨论的第二个巨大前景是加密货币代工。看起来PLTR正在利用他们的反洗钱和了解你的客户的专业知识。多年来,PLTR一直与多个政府合作,寻找全球最大银行的合规问题,并帮助这些银行应对和加强其合规计划。这是完全有道理的,当您回到合同时,PLTR已获得IRS和SEC的授予(在之前的文章中讨论过)。仅在第三季度,PLTR就与IRS签署了6份合同。如果让我猜的话,PLTR的软件将被IRS和SEC在政府方面使用,并被银行和加密货币交易所在商业方面采用。目前,在过去24小时内,Coinbase(纳斯达克:COIN)显示比特币(BTC-USD)的交易量为438亿美元。我认为PLTR最终将从其加密货币代工厂的政府和商业合同中获得未来的收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Steven Fiorillo)(数据来源:联邦采购数据库)</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Palantir)</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p><p><blockquote>PLTR已经成为市场误解其收益并在消息好的时候抛售消息的另一个统计数据。还有人想让PLTR做什么?这是一个出色的季度,第三季度收入同比增长36%,自由现金流为1.19亿美元,利润率为30%,PLTR完成了54笔交易,每笔价值超过100万美元。PLTR超出收入预期,第二次上调全年收入指引,上调自由现金流指引。这是一个基于所有积极因素的卖出消息,这创造了买入机会。我将做多PLTR,如果抛售继续,我计划增加我的头寸。</blockquote></p><p> <b>Seeking Alpha Marketplace</b></p><p><blockquote><b>寻求阿尔法市场</b></blockquote></p><p> I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</p><p><blockquote>我将在Seeking Alpha市场上推出一项名为Barbell Capital的订阅服务。Barbell Capital将为其成员提供独家研究、模型投资组合、投资工具、问答环节、观察列表和其他功能。我还将拥有一个实时投资组合,致力于通过交易、出售看跌期权和出售备兑评级来产生资本。利润将分配给未来的资本增值投资和投资股息投资,在我们睡觉时产生收入。</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: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir:第三季度表现良好,自由现金流增加,提高指引但抛售创造了机会</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir:第三季度表现良好,自由现金流增加,提高指引但抛售创造了机会</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-13 10:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li> <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li> <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li> <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir的收入环比增长36%,同时产生1.19亿美元的自由现金流,利润率为30%。</li><li>Palantir第三季度商业收入同比增长37%,政府收入同比增长34%,显示出强劲的前瞻性增长趋势。</li><li>Palantir在2021年第三季度完成了54笔交易,合同价值至少为100万美元,其中33笔价值超过500万美元,18笔价值超过1000万美元。</li><li>Palantir再次上调指引,预计收入同比增长40%,达到15.27亿美元,自由现金流为4亿美元,高于之前指引的3亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p><p><blockquote>一些投资者又爱又恨Palantir(PLTR),它过去被昵称为黑匣子公司,而另一些投资者则绝对喜欢它,因为他们相信PLTR的软件是未来。在我之前关于PLTR的文章中,我表示,根据PLTR当前的收入趋势,他们计划在第三季度实现3.9941亿美元的收入,在第四季度实现4.2322亿美元的收入。市场普遍认为第三季度的收入为3.8656亿美元,PLTR在2021年第四季度实现了3.921亿美元,预测为4.18亿美元。当进行盈利看涨期权时,盘前的反应只不过是PLTR急剧下跌的红海,每次试图填补缺口时,螺旋式下降的下一阶段就开始了。这个消息甚至还没有被消化,但人们决定要么获利了结,要么退出头寸,要么对PLTR失去信心。</blockquote></p><p> What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p><p><blockquote>财报中有什么不让人喜欢的地方导致了一直徘徊在-9.03%区间的抛售?PLTR收入同比增长36%,第三季度增加了34个新客户,并完成了54笔价值100万美元或以上的交易。PLTR的剩余交易价值同比增加了50%,达到36亿美元,并提供了1.01亿美元的运营现金(利润率26%)和1.99亿美元的自由现金流(利润率30%)。PLTR还提高了2021年的指导,因为他们现在预计收入同比增长40%,而之前的预测为30%,并将自由现金流预测从3亿美元提高到4亿美元。除了这些数字之外,PLTR还宣布了新的产品平台和用例,这些平台和用例在未来推动收入和自由现金流方面具有巨大潜力。我相信这次抛售将是短暂的,我将其视为买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:寻求阿尔法)</span></p></blockquote></p><p> <b>Palantir's revenue continues to expand on both the commercial and government side</b></p><p><blockquote><b>Palantir在商业和政府方面的收入持续扩张</b></blockquote></p><p> Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p><p><blockquote>自PLTR上市以来,他们的商业业务逐季扩张。上市五个季度后,PLTR的季度商业收入增长了6200万美元,增幅为55.36%。2021年第三季度,PLTR的商业运营收入为1.74亿美元,占其3.921亿美元季度收入的44.38%。过去两年,PLTR第三季度收入增长了85.11%,其中2020年第三季度同比增长35.11%,2021年第三季度同比增长37.01%。PLTR的商业剩余交易价值同比增长101%,从2020年第三季度的11亿美元增至2021年第三季度的22亿美元。商业客户邀请PLTR展示他们的软件解决方案,PLTR正在赢得他们的业务。2021年第三季度,PLTR净新增34家新客户,商业客户群环比增加20%,达到203家。过去一年,PLTR的商业客户群扩大了46.04%,客户数量从139个增加到203个,增加了64个。任何仍然将PLTR归类为黑匣子的人都是不准确的,因为商业市场正在了解PLTR的软件平台并实施其解决方案以改善其运营。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Steven Fiorillo)(数据来源:Palantir)</span></p></blockquote></p><p> Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p><p><blockquote>自2020年第一季度以来,PLTR的季度收入增加了1.631亿美元(71.23%),平均季度环比增长率为9.43%。2021年第三季度,这一趋势保持不变,收入环比增长1610万美元,即4.28%。虽然与2021年第二季度的10.26%相比,季度收入增长环比略有放缓,但PLTR预计2021年第四季度收入将为4.18亿美元。PLTR预计将再创公司纪录,并在年底实现2590万美元(6.61%)的环比增长。</blockquote></p><p></p><p> The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p><p><blockquote>同样的增长故事也适用于他们过去12个月(TTM)的总收入。在过去六个季度中,PLTR的TTM收入从8.106亿美元增加到14.3亿美元,增加了6.206亿美元(76.55%)。平均而言,PLTR的TTM收入环比增长1.0342亿美元(9.94%)。在Q1 2020-2020年第三季度,他们的平均环比收入增长为9403万美元,这一数字大幅增长,因为过去三个季度环比增长了至少1.05亿美元。2021年第三季度,PLTR的TTM收入增加至14.3亿美元,环比收入增长1.068亿美元(8.06%)。就像季度指标一样,PLTR的TTM预计将环比增长9590万美元,达到15.27亿美元,而市场普遍预期为15.1亿美元。这将使PLTR的年收入同比增长远高于30%的预测,因为到2021年,他们的收入将增加4.343亿美元(39.75%)</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Steven Fiorillo)(数据来源:Palantir)</span></p></blockquote></p><p> I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p><p><blockquote>我很震惊PLTR仍然处于亏损状态。PLTR是一家高增长公司,目前自由现金流为正,并正在扩大其指标。2020年前9个月,PLTR产生了-2.85亿美元的自由现金流,截至2021年前9个月末,PLTR实现了6.05亿美元的波动,年初至今已产生了3.2亿美元的自由现金流。PLTR此前将2021年自由现金流指引提高至300美元,而他们刚刚再次将其提高至4亿美元以上。在三个月的时间里,PLTR将其自由现金流预测额外增加了33.33%。第三季度,PLTR的自由现金流利润率为30%,预计2021年自由现金流将超过4亿美元。至少,这意味着他们将在2021年额外增加8000万美元的自由现金流。如果PLTR实现15.27亿美元的收入和4亿美元的自由现金流,其2021年的自由现金流利润率将为26.2%。PLTR仍预计到2025年年收入将同比增长30%,根据2021年1.527美元的预测,2025年收入将达到43.6亿美元。按照PLTR目前的自由现金流利润率,他们将在2025年产生11.4亿美元的自由现金流。考虑到PLTR目前的趋势,如果他们超出预测并同比增长35%,那么他们2025年的收入将达到50.7亿美元。按照目前的自由现金流利润率,到2025年,他们将产生13.3亿美元的自由现金流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:PLTR)</span></p></blockquote></p><p> PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p><p><blockquote>PLTR正在全速点火。第三季度收入同比增长36%,第二次将自由现金流指引从3亿美元上调至4亿美元以上,并将年收入增长指引从30%上调至约40%。PLTR仍维持每年30%的未来收入前景,并创造了一些令人印象深刻的利润。第三季度PLTR的商业收入同比增长37%,政府收入同比增长34%。PLTR在第三季度完成了至少54笔价值至少100万美元的交易,其中33笔收入至少500万美元,18笔收入至少1000万美元。PLTR的增长指标令人印象深刻,我预计它们未来将低于承诺并超额交付。</blockquote></p><p> <b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p><p><blockquote><b>Palantir正在进入两个巨大的新领域:碳排放和加密货币</b></blockquote></p><p> In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p><p><blockquote>过去,我曾写过有关政府、亚马逊(纳斯达克股票代码:AMZN)和国际商业机器公司(纽约证券交易所股票代码:IBM)未来机遇的文章。在今天的收益看涨期权上,PLTR介绍了有关他们将为碳排放和加密货币提供的两种新产品的重要信息。</blockquote></p><p></p><p> There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as Exxon Mobil(NYSE:XOM) are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to scrub emissions out of the air and carbonate fuel cells to capture industrial emissions from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p><p><blockquote>美国在气候问题上发生了根本性转变,拜登总统重新加入了《巴黎协定》,重新参与应对气候变化。该计划的一部分是到2050年实现整个经济的净零排放。最近,拜登总统在苏格兰格拉斯哥举行的联合国气候峰会上承诺与欧盟和其他数十个国家合作,到2030年将全球甲烷总排放量减少30%。无论你对气候的立场是什么,有许多人认为我们需要降低排放,许多国家正在朝着一个目标努力。为了遵守规定,埃克森美孚(纽约证券交易所股票代码:XOM)等公司正在与外部组织对几项有前途的创新进行长期研究,包括用于清除空气中排放物的直接空气捕获技术和用于捕获烟道中工业排放的碳酸盐燃料电池发电厂或制造设施的气流。碳排放管理已经是一项蓬勃发展的业务,PLTR正在Foundry上创建一个模块,以提供一个单一的窗格来查看收入、利润、生产和所有排放,以便公司可以更有效地管理结果。就我个人而言,我相信这对于推动PLTR未来的收入具有巨大的潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Palantir)</span></p></blockquote></p><p> The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN) is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p><p><blockquote>PLTR讨论的第二个巨大前景是加密货币代工。看起来PLTR正在利用他们的反洗钱和了解你的客户的专业知识。多年来,PLTR一直与多个政府合作,寻找全球最大银行的合规问题,并帮助这些银行应对和加强其合规计划。这是完全有道理的,当您回到合同时,PLTR已获得IRS和SEC的授予(在之前的文章中讨论过)。仅在第三季度,PLTR就与IRS签署了6份合同。如果让我猜的话,PLTR的软件将被IRS和SEC在政府方面使用,并被银行和加密货币交易所在商业方面采用。目前,在过去24小时内,Coinbase(纳斯达克:COIN)显示比特币(BTC-USD)的交易量为438亿美元。我认为PLTR最终将从其加密货币代工厂的政府和商业合同中获得未来的收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Steven Fiorillo)(数据来源:联邦采购数据库)</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Palantir)</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p><p><blockquote>PLTR已经成为市场误解其收益并在消息好的时候抛售消息的另一个统计数据。还有人想让PLTR做什么?这是一个出色的季度,第三季度收入同比增长36%,自由现金流为1.19亿美元,利润率为30%,PLTR完成了54笔交易,每笔价值超过100万美元。PLTR超出收入预期,第二次上调全年收入指引,上调自由现金流指引。这是一个基于所有积极因素的卖出消息,这创造了买入机会。我将做多PLTR,如果抛售继续,我计划增加我的头寸。</blockquote></p><p> <b>Seeking Alpha Marketplace</b></p><p><blockquote><b>寻求阿尔法市场</b></blockquote></p><p> I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</p><p><blockquote>我将在Seeking Alpha市场上推出一项名为Barbell Capital的订阅服务。Barbell Capital将为其成员提供独家研究、模型投资组合、投资工具、问答环节、观察列表和其他功能。我还将拥有一个实时投资组合,致力于通过交易、出售看跌期权和出售备兑评级来产生资本。利润将分配给未来的资本增值投资和投资股息投资,在我们睡觉时产生收入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129543601","content_text":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.\nPalantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.\nPalantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.\nPalantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.\n\nAndreas Rentz/Getty Images Entertainment\nSome investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.\nWhat wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.\n(Source: Seeking Alpha)\nPalantir's revenue continues to expand on both the commercial and government side\nQuarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.\n(Source: Steven Fiorillo) (Data Source: Palantir)\nSince Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.\nThe same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)\n(Source: Steven Fiorillo) (Data Source: Palantir)\nI am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.\n(Source: PLTR)\nPLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.\nPalantir is entering two new sectors that are going to be huge, carbon emissions, and crypto\nIn the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.\nThere has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as Exxon Mobil(NYSE:XOM) are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to scrub emissions out of the air and carbonate fuel cells to capture industrial emissions from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.\n(Source: Palantir)\nThe second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN) is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.\n(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)\n(Source: Palantir)\nConclusion\nPLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.\nSeeking Alpha Marketplace\nI will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":3127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842288084,"gmtCreate":1636181697219,"gmtModify":1636181697385,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"Going to buy and hold it long term! [爱你] ","listText":"Going to buy and hold it long term! [爱你] ","text":"Going to buy and hold it long term! [爱你]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842288084","repostId":"1127340608","repostType":4,"repost":{"id":"1127340608","kind":"news","pubTimestamp":1636124077,"share":"https://www.laohu8.com/m/news/1127340608?lang=zh_CN&edition=full","pubTime":"2021-11-05 22:54","market":"us","language":"en","title":"Why Palantir Stock Offers a Bit of Something for Everyone<blockquote>为什么Palantir股票为每个人提供了一些东西</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127340608","media":"InvestorPlace","summary":"PLTR has short-term and long-term opportunities","content":"<p><div> I first came in contact with Palantir(NYSE:PLTR) stock earlier this year and immediately knew it was something special. The underlying bullish thesis was clear, so I traded it successfully in the past...</p><p><blockquote><div>今年早些时候,我第一次接触Palantir(纽约证券交易所股票代码:PLTR)股票,并立即知道它很特别。潜在的看涨论点很明确,所以我过去交易成功了...</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/11/palantir-pltr-stock-offers-a-bit-of-something-for-everyone/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/11/palantir-pltr-stock-offers-a-bit-of-something-for-everyone/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","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 Palantir Stock Offers a Bit of Something for Everyone<blockquote>为什么Palantir股票为每个人提供了一些东西</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 Palantir Stock Offers a Bit of Something for Everyone<blockquote>为什么Palantir股票为每个人提供了一些东西</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-11-05 22:54</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> I first came in contact with Palantir(NYSE:PLTR) stock earlier this year and immediately knew it was something special. The underlying bullish thesis was clear, so I traded it successfully in the past...</p><p><blockquote><div>今年早些时候,我第一次接触Palantir(纽约证券交易所股票代码:PLTR)股票,并立即知道它很特别。潜在的看涨论点很明确,所以我过去交易成功了...</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/11/palantir-pltr-stock-offers-a-bit-of-something-for-everyone/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/11/palantir-pltr-stock-offers-a-bit-of-something-for-everyone/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://investorplace.com/2021/11/palantir-pltr-stock-offers-a-bit-of-something-for-everyone/\">InvestorPlace</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://investorplace.com/2021/11/palantir-pltr-stock-offers-a-bit-of-something-for-everyone/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127340608","content_text":"I first came in contact with Palantir(NYSE:PLTR) stock earlier this year and immediately knew it was something special. The underlying bullish thesis was clear, so I traded it successfully in the past few months. The easiest opportunities came when it fell in sympathy to other small-cap stocks.\nThe problem with it is that it is temporarily part of the Reddit cohort of stocks. That’s a “problem” because Palantir has fundamentals that are near bulletproof.\nThe company doesn’t need to be moving with others stocks — meme stocks — that have far more questionable scenarios. PLTR stock does not deserve to rally this fast in both directions.\nI was lucky enough to be long it when it spiked with the GameStop(NYSE:GME) storm in February. It almost hit $46 per share, then came crashing down too fast. Those who didn’t book profits at the top had a nasty reversal on their hands.\nSince then it has continued to whipsaw violently, but in a tighter range. This opened the door for actively trading it for profit. The plan was simple: Buy the dips and sell the rips.\nSome of the easiest wins have come from selling puts on bad days under $20 per share. These are bullish positions that leave room for error.\nPLTR Stock Will Be Up If Markets Are Up\nSource: Charts by TradingView\nIn the long run, I am confident that if the stock markets are higher, than so is Palantir. It it important to note that shorter term, I am not a perma-bull.\nI have been realistic about the levels where it has resistance. For example I stopped my friends from chasing it in September near $30 per share. Sure enough, it failed and corrected 20% during the September market-wide spat.\nSince then PLTR stock found footing and rallied back 17%. Are you dizzy yet? It gets better because I expect the bulls to eventually go above $30. And when they do that, they go for another 20% from there.\nMeanwhile, the short-term strategy remains to trade the range until one of the sides fails.\nI anticipate that for the foreseeable future, PLTR stock has support near $22 per share. If that fails, then much stronger buyers would step in below $20 … including me. Looking up, there are at least three levels of resistance (see chart). But once past them, the bulls will likely reach $36 per share.\nBuy and Hold Will Work for Patient Investors\nThe fundamentals suggest that it’s probably easiest to just buy the stock and hold it for the long term. The company already has a revenue rate of $1.4 billion. Management recently secured a contract guaranteeing them a 25% increase.\nIn short, there’s absolutely nothing wrong with the fundamentals, and the team seems capable. They are in the right business and at the right time. Artificial intelligence (AI) has become an absolute necessity for all businesses. Up until last year, AI was more of a novelty.\nSince the pandemic, the rate of data collection has expanded tremendously. The people can no longer make use of it efficiently to be effective. We will need the help of machines to act on all the bits of information we collect.\nPalantir delivers a setup that empowers users to make decisions on the fly. Moreover, they have two lines of business, one commercial and the other with the government. We all know how much those folks love to overpay for stuff.\nThe future is bright for this company and it will be in the lead pack of the stock market.IBM(NYSE:IBM) would learn a thing or two on how to implement a strategy. They’ve been trying to do this AI thing for decades.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846506467,"gmtCreate":1636092119580,"gmtModify":1636092257240,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"whats up with <a href=\"https://laohu8.com/S/MKTX\">$MarketAxess(MKTX)$</a>? Why does it keep dropping? [无语] ","listText":"whats up with <a href=\"https://laohu8.com/S/MKTX\">$MarketAxess(MKTX)$</a>? Why does it keep dropping? [无语] ","text":"whats up with $MarketAxess(MKTX)$? Why does it keep dropping? [无语]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846506467","isVote":1,"tweetType":1,"viewCount":2077,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843521159,"gmtCreate":1635843355900,"gmtModify":1635843355980,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"Sighh [流泪] ","listText":"Sighh [流泪] ","text":"Sighh [流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843521159","repostId":"1186935118","repostType":2,"repost":{"id":"1186935118","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":1635842654,"share":"https://www.laohu8.com/m/news/1186935118?lang=zh_CN&edition=full","pubTime":"2021-11-02 16:44","market":"us","language":"en","title":"Hot chinese stocks dropped in premarket trading<blockquote>热门中国股票在盘前交易中下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1186935118","media":"Tiger Newspress","summary":"Hot chinese stocks dropped in premarket trading.Alibaba,Pinduoduo,JD.com,Baidu,NetEase,Bilibili,KE h","content":"<p>Hot chinese stocks dropped in premarket trading.Alibaba,Pinduoduo,JD.com,Baidu,NetEase,Bilibili,KE holding,Nio,Xpeng Motors and Li Auto fell between 1% and 4%.</p><p><blockquote>热门中概股盘前下跌。阿里巴巴、拼多多、京东、百度、网易、哔哩哔哩、科控股、蔚来、小鹏汽车和理想汽车跌幅在1%至4%之间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/feaefcfb4e54fa93d6d4d2bf8c76f8d4\" tg-width=\"406\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hot chinese stocks dropped in premarket trading<blockquote>热门中国股票在盘前交易中下跌</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\">\nHot chinese stocks dropped in premarket trading<blockquote>热门中国股票在盘前交易中下跌</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\">2021-11-02 16:44</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Hot chinese stocks dropped in premarket trading.Alibaba,Pinduoduo,JD.com,Baidu,NetEase,Bilibili,KE holding,Nio,Xpeng Motors and Li Auto fell between 1% and 4%.</p><p><blockquote>热门中概股盘前下跌。阿里巴巴、拼多多、京东、百度、网易、哔哩哔哩、科控股、蔚来、小鹏汽车和理想汽车跌幅在1%至4%之间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/feaefcfb4e54fa93d6d4d2bf8c76f8d4\" tg-width=\"406\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RLX":"雾芯科技","BEKE":"贝壳","NTES":"网易","NIO":"蔚来","LI":"理想汽车","BABA":"阿里巴巴","XPEV":"小鹏汽车","BILI":"哔哩哔哩","PDD":"拼多多","DIDI":"滴滴(已退市)","BIDU":"百度","JD":"京东"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186935118","content_text":"Hot chinese stocks dropped in premarket trading.Alibaba,Pinduoduo,JD.com,Baidu,NetEase,Bilibili,KE holding,Nio,Xpeng Motors and Li Auto fell between 1% and 4%.","news_type":1,"symbols_score_info":{"BABA":0.9,"NIO":0.9,"NTES":0.9,"JD":0.9,"RLX":0.9,"BIDU":0.9,"LI":0.9,"PDD":0.9,"DIDI":0.9,"BEKE":0.9,"XPEV":0.9,"BILI":0.9}},"isVote":1,"tweetType":1,"viewCount":685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859097903,"gmtCreate":1634635430538,"gmtModify":1634635430814,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"More good news pls!","listText":"More good news pls!","text":"More good news pls!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859097903","repostId":"1185133403","repostType":4,"repost":{"id":"1185133403","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":1634631070,"share":"https://www.laohu8.com/m/news/1185133403?lang=zh_CN&edition=full","pubTime":"2021-10-19 16:11","market":"us","language":"en","title":"Alibaba rose nearly 2% in premarket trading as it unveils one of China’s most advanced chips<blockquote>阿里巴巴-SW盘前涨近2%,推出国内最先进芯片之一</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1185133403","media":"Tiger Newspress","summary":"Alibaba rose nearly 2% in premarket trading, and its stocks’ price in Hong Kong jumped 1.17% on Tuesday.The company unveiled a new server chip that’s based on advanced 5-nanometer technology, marking a milestone in China’s pursuit of semiconductor self-sufficiency.The newest chip is based on micro-architecture provided by the SoftBank Group Corp.-owned Arm Ltd., according to a statement Tuesday. Alibaba, which is holding its annual cloud summit in Hangzhou, said the silicon will be put to use in","content":"<p>Alibaba rose nearly 2% in premarket trading, and its stocks’ price in Hong Kong jumped 1.17% on Tuesday.</p><p><blockquote>阿里巴巴-SW盘前交易中上涨近2%,其在港股价周二上涨1.17%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/64d09abc429be4e1672683409ffa01e3\" tg-width=\"768\" tg-height=\"371\" width=\"100%\" height=\"auto\"></p><p><blockquote> </blockquote></p><p> The company unveiled a new server chip that’s based on advanced 5-nanometer technology, marking a milestone in China’s pursuit of semiconductor self-sufficiency. </p><p><blockquote>该公司推出了一款基于先进5纳米技术的新型服务器芯片,标志着中国追求半导体自给自足的一个里程碑。</blockquote></p><p> The newest chip is based on micro-architecture provided by the SoftBank Group Corp.-owned Arm Ltd., according to a statement Tuesday. Alibaba, which is holding its annual cloud summit in Hangzhou, said the silicon will be put to use in its own data centers in the “near future” and will not be sold commercially, at least for now.</p><p><blockquote>根据周二的一份声明,最新的芯片基于软银集团旗下的Arm Ltd.提供的微架构。正在杭州举行年度云峰会的阿里巴巴-SW表示,这种硅将在“不久的将来”在自己的数据中心投入使用,至少目前不会进行商业销售。</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>Alibaba rose nearly 2% in premarket trading as it unveils one of China’s most advanced chips<blockquote>阿里巴巴-SW盘前涨近2%,推出国内最先进芯片之一</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\">\nAlibaba rose nearly 2% in premarket trading as it unveils one of China’s most advanced chips<blockquote>阿里巴巴-SW盘前涨近2%,推出国内最先进芯片之一</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-19 16:11</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Alibaba rose nearly 2% in premarket trading, and its stocks’ price in Hong Kong jumped 1.17% on Tuesday.</p><p><blockquote>阿里巴巴-SW盘前交易中上涨近2%,其在港股价周二上涨1.17%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/64d09abc429be4e1672683409ffa01e3\" tg-width=\"768\" tg-height=\"371\" width=\"100%\" height=\"auto\"></p><p><blockquote> </blockquote></p><p> The company unveiled a new server chip that’s based on advanced 5-nanometer technology, marking a milestone in China’s pursuit of semiconductor self-sufficiency. </p><p><blockquote>该公司推出了一款基于先进5纳米技术的新型服务器芯片,标志着中国追求半导体自给自足的一个里程碑。</blockquote></p><p> The newest chip is based on micro-architecture provided by the SoftBank Group Corp.-owned Arm Ltd., according to a statement Tuesday. Alibaba, which is holding its annual cloud summit in Hangzhou, said the silicon will be put to use in its own data centers in the “near future” and will not be sold commercially, at least for now.</p><p><blockquote>根据周二的一份声明,最新的芯片基于软银集团旗下的Arm Ltd.提供的微架构。正在杭州举行年度云峰会的阿里巴巴-SW表示,这种硅将在“不久的将来”在自己的数据中心投入使用,至少目前不会进行商业销售。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185133403","content_text":"Alibaba rose nearly 2% in premarket trading, and its stocks’ price in Hong Kong jumped 1.17% on Tuesday.\n \nThe company unveiled a new server chip that’s based on advanced 5-nanometer technology, marking a milestone in China’s pursuit of semiconductor self-sufficiency. \nThe newest chip is based on micro-architecture provided by the SoftBank Group Corp.-owned Arm Ltd., according to a statement Tuesday. Alibaba, which is holding its annual cloud summit in Hangzhou, said the silicon will be put to use in its own data centers in the “near future” and will not be sold commercially, at least for now.","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826260665,"gmtCreate":1634026169392,"gmtModify":1634026169460,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"Like pls thanks","listText":"Like pls thanks","text":"Like pls thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826260665","repostId":"1190239946","repostType":4,"repost":{"id":"1190239946","kind":"news","pubTimestamp":1634004849,"share":"https://www.laohu8.com/m/news/1190239946?lang=zh_CN&edition=full","pubTime":"2021-10-12 10:14","market":"us","language":"en","title":"Time and Again, Tesla Will Prove the Naysayers Wrong<blockquote>特斯拉将一次又一次地证明反对者是错误的</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190239946","media":"InvestorPlace","summary":"For years now, CEO Elon Musk and his company,Tesla (NASDAQ:TSLA), have provided plenty of fodder for","content":"<p><div> For years now, CEO Elon Musk and his company,Tesla (NASDAQ:TSLA), have provided plenty of fodder for controversy and headlines. Plus, on Wall Street, TSLA stock is constantly a topic of debate and ...</p><p><blockquote><div>多年来,首席执行官Elon Musk和他的公司特斯拉(纳斯达克:TSLA)为争议和头条新闻提供了大量素材。此外,在华尔街,特斯拉股票一直是争论的话题...</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/10/time-and-again-tsla-stock-will-prove-the-naysayers-wrong/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/10/time-and-again-tsla-stock-will-prove-the-naysayers-wrong/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","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>Time and Again, Tesla Will Prove the Naysayers Wrong<blockquote>特斯拉将一次又一次地证明反对者是错误的</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\">\nTime and Again, Tesla Will Prove the Naysayers Wrong<blockquote>特斯拉将一次又一次地证明反对者是错误的</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-10-12 10:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> For years now, CEO Elon Musk and his company,Tesla (NASDAQ:TSLA), have provided plenty of fodder for controversy and headlines. Plus, on Wall Street, TSLA stock is constantly a topic of debate and ...</p><p><blockquote><div>多年来,首席执行官Elon Musk和他的公司特斯拉(纳斯达克:TSLA)为争议和头条新闻提供了大量素材。此外,在华尔街,特斯拉股票一直是争论的话题...</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/10/time-and-again-tsla-stock-will-prove-the-naysayers-wrong/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/10/time-and-again-tsla-stock-will-prove-the-naysayers-wrong/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://investorplace.com/2021/10/time-and-again-tsla-stock-will-prove-the-naysayers-wrong/\">InvestorPlace</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://investorplace.com/2021/10/time-and-again-tsla-stock-will-prove-the-naysayers-wrong/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190239946","content_text":"For years now, CEO Elon Musk and his company,Tesla (NASDAQ:TSLA), have provided plenty of fodder for controversy and headlines. Plus, on Wall Street, TSLA stock is constantly a topic of debate and contention.\nAmong the flash points is Tesla’s valuation. Some value-focused investors might object because the company’s stock is trading at a seemingly high multiple.\nYet, let’s try to avoid knee-jerk reactions. TSLA stock might appear to be expensive at first glance, but deeper research may reveal that a high-growth business justifies a rich valuation.\nAt the end of the day, the data should decide what’s reasonable and what’s not. And in Tesla’s case, the numbers should convince even the staunchest skeptics that this automaker’s moving vehicles at a fast pace.\nTSLA Stock at a Glance\nThe Tesla bear camp was out in full force, as you might recall, back in 2020. At that time, the TSLA stock price was moving up quickly, and the company enacted a 5-for-1share split on Aug. 31 of that year.\nAs it turned out, neither the stock split nor the protests of the bears could slow down the bull market. If anything, it just accelerated into 2021.\nJanuary was a particularly heady month, as TSLA stock slammed into resistance at almost exactly $900. The buyers tried to push the stock above $900 again in February, but to no avail.\nAdmittedly, traders who chased the stock at that level were punished in 2021. The Tesla share price chopped and flopped around during the summer and into the fall, landing at $780 in early October.\nSo, here’s the kicker. Tesla’s trailing 12-month price-to-earnings ratio is 411.49x. This, no doubt, will frustrate some value investors.\nA New Paradigm\nOn the other hand, Tesla’s P/E ratio has been in the triple digits for quite a while now.\nToday’s investors must be able to adapt to a new paradigm: a stock is worth whatever people are willing to pay for it, and Wall Street will continue to reward a high-growth company for as long as it wants to.\nThe best advice for angry value investors is: don’t try to resist the reality of today’s marketplace. It’s not a battle you’re likely to win.\nBesides, Tesla’s delivery data is clearly on the right track.\nFor the third quarter of 2021, Tesla delivered 241,300 electric vehicles. That figure topped the analyst consensus estimate of 232,000.\nFurthermore, Tesla’s quarterly shipments grew 20% compared to the prior quarter, and an eye-popping 73% from the year-ago quarter.\nContinuing to Dominate\nWedbush analyst Dan Ives reacted to these figures with an insightful comment about Tesla’s ability to thrive despite the company’s challenges.\n“While there are many competitors in the EV space, Tesla continues to dominate market share as evidenced again this quarter while battling through the chip shortage and now is seeing rebounding China demand after facing headwinds earlier this year,” Ives explained.\nIndeed, the global semiconductor shortage hindered many automakers’ production lines. Yet, despite this, Tesla’s second-quarter revenues nearly doubled to $11.96 billion. Moreover, Tesla’s quarterly revenue result beat Wall Street’s estimate of $11.53 billion.\nFor the full year of 2021, Tesla has guided for more than 750,000 vehicle deliveries. That’s ambitious, but at the current rate, the company should be able to exceed its expectations. So, the naysayers don’t have much data on which to base their bear thesis now.\nFor Tesla’s investors, the future is looking as bright as ever.\nAs Ives put it, Tesla’s recent results speak to “an electric vehicle demand trajectory that looks quite robust for Tesla heading into the fourth quarter and 2022.”\nThe Takeaway\nTesla’s price-to-earnings ratio might be a hard pill for some investors to swallow. Yet, investing isn’t always about bottom-fishing for rock-bottom valuations.\nIt can also be about high-growth businesses that beat expectations. In Tesla’s case, the company is undeniably delivering plenty of vehicles — and positive surprises for the shareholders.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868855569,"gmtCreate":1632631821751,"gmtModify":1632648532801,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/868855569","repostId":"2170144866","repostType":4,"isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861796484,"gmtCreate":1632536119048,"gmtModify":1632799289905,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/861796484","repostId":"2170611559","repostType":2,"isVote":1,"tweetType":1,"viewCount":867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":886445777,"gmtCreate":1631620913599,"gmtModify":1631883568139,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>how much longer will the drop be...","listText":"<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>how much longer will the drop be...","text":"$Alibaba(09988)$how much longer will the drop be...","images":[{"img":"https://static.tigerbbs.com/9ae1c755043bc58a608f49bb6420d0b7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/886445777","isVote":1,"tweetType":1,"viewCount":587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":888468321,"gmtCreate":1631519649963,"gmtModify":1631889918874,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"Like pls!","listText":"Like pls!","text":"Like pls!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888468321","repostId":"1127947312","repostType":4,"repost":{"id":"1127947312","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":1631515134,"share":"https://www.laohu8.com/m/news/1127947312?lang=zh_CN&edition=full","pubTime":"2021-09-13 14:38","market":"us","language":"en","title":"GameStop, Cameco, Apple, Tesla, AMC: Stocks Buzzing On WallStreetBets Heading Into New Week<blockquote>游戏驿站、Cameco、苹果、特斯拉、AMC:WallStreetBets股市进入新一周</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127947312","media":"Benzinga","summary":"Heading into a new trading week,GameStop Corp.,Cameco Corp.,Apple Inc.,Tesla Inc. and AMCEntertainme","content":"<p>Heading into a new trading week,<b>GameStop Corp.</b>,<b>Cameco Corp.</b>,<b>Apple Inc.</b>,<b>Tesla Inc</b>. and <b>AMCEntertainment Holdings Inc.</b> are among the stocks seeing the highest interest on Reddit’s <b>r/WallStreetBets</b> forum.</p><p><blockquote>进入新的交易周,<b>游戏驿站公司。</b>,<b>卡梅科公司。</b>,<b>苹果公司。</b>,<b>特斯拉公司</b>.和<b>AMCEntertainment控股公司。</b>是Reddit上关注度最高的股票之一<b>r/WallStreetBets</b>论坛。</blockquote></p><p> <b>What Happened</b>: Exchange-traded fund <b>SPDR S&P 500 ETF Trust</b> is seeing the highest interest on the forum with 125 mentions as at press time, followed by videogame retailer GameStop and uranium producer Cameco with 35 mentions each, data from Quiver Quantitative showed.</p><p><blockquote><b>发生了什么</b>:交易所交易基金<b>SPDR标普500 ETF信托</b>Quiver Quantitative的数据显示,截至发稿时,该论坛的兴趣最高,有125次提及,其次是视频游戏零售商游戏驿站和铀生产商Cameco,各有35次提及。</blockquote></p><p> Tech giant Apple and electric vehicle maker Tesla attracted 31 and 19 mentions, respectively.</p><p><blockquote>科技巨头苹果和电动汽车制造商特斯拉分别吸引了31次和19次提及。</blockquote></p><p> Apart from movie theatre chain AMC Entertainment, the other stocks that are trending on the forum include Medicare Advantage provider <b>Clover Health Investments Corp.</b>, Canada-based cybersecurity provider <b>BlackBerry Limited</b> and technology-based personal insurance company <b>Root Inc</b>..</p><p><blockquote>除了连锁电影院AMC院线之外,论坛上的其他热门股票还包括Medicare Advantage provider<b>三叶草健康投资公司。</b>,加拿大网络安全提供商<b>黑莓有限公司</b>和科技型人身保险公司<b>根公司</b>..</blockquote></p><p> In addition to these stocks, investors are looking ahead to the release of the Consumer Price Index (CPI) data for August from the Bureau of Labor Statistics on Tuesday.</p><p><blockquote>除了这些股票,投资者还期待周二美国劳工统计局公布的8月份消费者价格指数(CPI)数据。</blockquote></p><p> <b>Why It Matters</b>: Cameco’s shares gained more than 6% in Friday’s trading and also touched a new 52-week high of $25.08, reflecting rising uranium prices and brightening prospects for the uranium industry.</p><p><blockquote><b>为什么它很重要</b>:Cameco股价在周五交易中上涨超过6%,还触及25.08美元的52周新高,反映出铀价上涨和铀行业前景光明。</blockquote></p><p> Apple is seeing high interest on the WSB forum ahead of its first hardware unveiling this year, dubbed “<b>California Streaming</b>,” to be held on Sept. 14.</p><p><blockquote>苹果在今年推出首款硬件之前,对WSB论坛产生了浓厚的兴趣,该论坛被称为“<b>加州流媒体</b>,”将于9月14日举行。</blockquote></p><p> Meanwhile, Apple’s shares were also hit on Friday by a ruling issued by a U.S. judge on the antitrust lawsuit brought by “Fortnite” games developer <b>Epic Games</b>. The judge said Apple's conduct is anti-competitive, but did not find the company to be an antitrust monopolist.</p><p><blockquote>与此同时,苹果股价周五也受到美国法官对《堡垒之夜》游戏开发商提起的反垄断诉讼的裁决的打击<b>史诗游戏</b>.法官表示,苹果的行为是反竞争的,但没有认定该公司是反垄断垄断者。</blockquote></p><p> <b>Price Action</b>: SPDR S&P 500 ETF Trust shares closed almost 0.8% lower in Friday’s trading at $445.44, while GameStop’s shares closed 4.4% lower at $190.41.</p><p><blockquote><b>价格行为</b>:SPDR标普500 ETF信托股价周五收盘下跌近0.8%,至445.44美元,而游戏驿站股价收盘下跌4.4%,至190.41美元。</blockquote></p><p> Cameco’s shares closed almost 6.5% higher in Friday’s trading at $24.43.</p><p><blockquote>Cameco股价周五收盘上涨近6.5%,至24.43美元。</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>GameStop, Cameco, Apple, Tesla, AMC: Stocks Buzzing On WallStreetBets Heading Into New Week<blockquote>游戏驿站、Cameco、苹果、特斯拉、AMC:WallStreetBets股市进入新一周</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGameStop, Cameco, Apple, Tesla, AMC: Stocks Buzzing On WallStreetBets Heading Into New Week<blockquote>游戏驿站、Cameco、苹果、特斯拉、AMC:WallStreetBets股市进入新一周</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\">2021-09-13 14:38</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Heading into a new trading week,<b>GameStop Corp.</b>,<b>Cameco Corp.</b>,<b>Apple Inc.</b>,<b>Tesla Inc</b>. and <b>AMCEntertainment Holdings Inc.</b> are among the stocks seeing the highest interest on Reddit’s <b>r/WallStreetBets</b> forum.</p><p><blockquote>进入新的交易周,<b>游戏驿站公司。</b>,<b>卡梅科公司。</b>,<b>苹果公司。</b>,<b>特斯拉公司</b>.和<b>AMCEntertainment控股公司。</b>是Reddit上关注度最高的股票之一<b>r/WallStreetBets</b>论坛。</blockquote></p><p> <b>What Happened</b>: Exchange-traded fund <b>SPDR S&P 500 ETF Trust</b> is seeing the highest interest on the forum with 125 mentions as at press time, followed by videogame retailer GameStop and uranium producer Cameco with 35 mentions each, data from Quiver Quantitative showed.</p><p><blockquote><b>发生了什么</b>:交易所交易基金<b>SPDR标普500 ETF信托</b>Quiver Quantitative的数据显示,截至发稿时,该论坛的兴趣最高,有125次提及,其次是视频游戏零售商游戏驿站和铀生产商Cameco,各有35次提及。</blockquote></p><p> Tech giant Apple and electric vehicle maker Tesla attracted 31 and 19 mentions, respectively.</p><p><blockquote>科技巨头苹果和电动汽车制造商特斯拉分别吸引了31次和19次提及。</blockquote></p><p> Apart from movie theatre chain AMC Entertainment, the other stocks that are trending on the forum include Medicare Advantage provider <b>Clover Health Investments Corp.</b>, Canada-based cybersecurity provider <b>BlackBerry Limited</b> and technology-based personal insurance company <b>Root Inc</b>..</p><p><blockquote>除了连锁电影院AMC院线之外,论坛上的其他热门股票还包括Medicare Advantage provider<b>三叶草健康投资公司。</b>,加拿大网络安全提供商<b>黑莓有限公司</b>和科技型人身保险公司<b>根公司</b>..</blockquote></p><p> In addition to these stocks, investors are looking ahead to the release of the Consumer Price Index (CPI) data for August from the Bureau of Labor Statistics on Tuesday.</p><p><blockquote>除了这些股票,投资者还期待周二美国劳工统计局公布的8月份消费者价格指数(CPI)数据。</blockquote></p><p> <b>Why It Matters</b>: Cameco’s shares gained more than 6% in Friday’s trading and also touched a new 52-week high of $25.08, reflecting rising uranium prices and brightening prospects for the uranium industry.</p><p><blockquote><b>为什么它很重要</b>:Cameco股价在周五交易中上涨超过6%,还触及25.08美元的52周新高,反映出铀价上涨和铀行业前景光明。</blockquote></p><p> Apple is seeing high interest on the WSB forum ahead of its first hardware unveiling this year, dubbed “<b>California Streaming</b>,” to be held on Sept. 14.</p><p><blockquote>苹果在今年推出首款硬件之前,对WSB论坛产生了浓厚的兴趣,该论坛被称为“<b>加州流媒体</b>,”将于9月14日举行。</blockquote></p><p> Meanwhile, Apple’s shares were also hit on Friday by a ruling issued by a U.S. judge on the antitrust lawsuit brought by “Fortnite” games developer <b>Epic Games</b>. The judge said Apple's conduct is anti-competitive, but did not find the company to be an antitrust monopolist.</p><p><blockquote>与此同时,苹果股价周五也受到美国法官对《堡垒之夜》游戏开发商提起的反垄断诉讼的裁决的打击<b>史诗游戏</b>.法官表示,苹果的行为是反竞争的,但没有认定该公司是反垄断垄断者。</blockquote></p><p> <b>Price Action</b>: SPDR S&P 500 ETF Trust shares closed almost 0.8% lower in Friday’s trading at $445.44, while GameStop’s shares closed 4.4% lower at $190.41.</p><p><blockquote><b>价格行为</b>:SPDR标普500 ETF信托股价周五收盘下跌近0.8%,至445.44美元,而游戏驿站股价收盘下跌4.4%,至190.41美元。</blockquote></p><p> Cameco’s shares closed almost 6.5% higher in Friday’s trading at $24.43.</p><p><blockquote>Cameco股价周五收盘上涨近6.5%,至24.43美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","GME":"游戏驿站","TSLA":"特斯拉","AMC":"AMC院线","BB":"黑莓","CCJ":"Cameco Corp","CLOV":"Clover Health Corp"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127947312","content_text":"Heading into a new trading week,GameStop Corp.,Cameco Corp.,Apple Inc.,Tesla Inc. and AMCEntertainment Holdings Inc. are among the stocks seeing the highest interest on Reddit’s r/WallStreetBets forum.\nWhat Happened: Exchange-traded fund SPDR S&P 500 ETF Trust is seeing the highest interest on the forum with 125 mentions as at press time, followed by videogame retailer GameStop and uranium producer Cameco with 35 mentions each, data from Quiver Quantitative showed.\nTech giant Apple and electric vehicle maker Tesla attracted 31 and 19 mentions, respectively.\nApart from movie theatre chain AMC Entertainment, the other stocks that are trending on the forum include Medicare Advantage provider Clover Health Investments Corp., Canada-based cybersecurity provider BlackBerry Limited and technology-based personal insurance company Root Inc..\nIn addition to these stocks, investors are looking ahead to the release of the Consumer Price Index (CPI) data for August from the Bureau of Labor Statistics on Tuesday.\nWhy It Matters: Cameco’s shares gained more than 6% in Friday’s trading and also touched a new 52-week high of $25.08, reflecting rising uranium prices and brightening prospects for the uranium industry.\nApple is seeing high interest on the WSB forum ahead of its first hardware unveiling this year, dubbed “California Streaming,” to be held on Sept. 14.\nMeanwhile, Apple’s shares were also hit on Friday by a ruling issued by a U.S. judge on the antitrust lawsuit brought by “Fortnite” games developer Epic Games. The judge said Apple's conduct is anti-competitive, but did not find the company to be an antitrust monopolist.\nPrice Action: SPDR S&P 500 ETF Trust shares closed almost 0.8% lower in Friday’s trading at $445.44, while GameStop’s shares closed 4.4% lower at $190.41.\nCameco’s shares closed almost 6.5% higher in Friday’s trading at $24.43.","news_type":1,"symbols_score_info":{"BB":0.9,"CCJ":0.9,"TSLA":0.9,"CLOV":0.9,"AMC":0.9,"AAPL":0.9,"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881608848,"gmtCreate":1631327478084,"gmtModify":1631889918879,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/881608848","repostId":"2166711943","repostType":2,"isVote":1,"tweetType":1,"viewCount":755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883061640,"gmtCreate":1631190330480,"gmtModify":1631889918881,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"Why did the share price drop so much after this news? ","listText":"Why did the share price drop so much after this news? ","text":"Why did the share price drop so much after this news?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/883061640","repostId":"1109486521","repostType":2,"repost":{"id":"1109486521","kind":"news","pubTimestamp":1631172960,"share":"https://www.laohu8.com/m/news/1109486521?lang=zh_CN&edition=full","pubTime":"2021-09-09 15:36","market":"us","language":"en","title":"Tencent-Backed Tech Giant Sea Taps Investors for About $6 Billion<blockquote>腾讯控股支持的科技巨头Sea向投资者筹集约60亿美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109486521","media":"The Wall Street Journal","summary":"(Update: Sept 9, 2021 at 09:44 a.m. ET)\n\nSea says some of the proceeds would help expand its busines","content":"<p><i><b>(Update: Sept 9, 2021 at 09:44 a.m. ET)</b></i></p><p><blockquote><i><b>(更新:美国东部时间2021年9月9日上午09:44)</b></i></blockquote></p><p> <b>Sea says some of the proceeds would help expand its business, while funds could also be deployed on investments and acquisitions.</b> Southeast Asia’s most valuable listed company, Sea Ltd., plans to raise about $6 billion or more in new funds, capitalizing on investor enthusiasm for the region’s fast-growing technology industry.</p><p><blockquote><b>Sea表示,部分收益将有助于扩大其业务,同时资金也可以用于投资和收购。</b>东南亚最有价值的上市公司Sea Ltd.计划筹集约60亿美元或更多的新资金,利用投资者对该地区快速增长的科技行业的热情。</blockquote></p><p> TheTencent HoldingsLtd.TCEHY-2.95%-backed gaming, e-commerce and digital-finance company said in a filing late Wednesday that it would raise the capital by selling new shares and convertible bonds. Sea said some of the proceeds would help expand its business, while funds could also be deployed on “potential strategic investments and acquisitions.”</p><p><blockquote>腾讯控股有限公司TCEHY-2.95%支持的游戏、电子商务和数字金融公司在周三晚间提交的一份文件中表示,将通过出售新股和可转换债券来筹集资金。Sea表示,部分收益将有助于扩大其业务,同时资金也可以用于“潜在的战略投资和收购”。</blockquote></p><p> The company says its Shopee unit, which competes with rivals including Alibaba Group Holding Ltd.’s Lazada unit, is the largest e-commerce platform in Southeast Asia and Taiwan.</p><p><blockquote>该公司表示,其Shopee部门是东南亚和台湾最大的电子商务平台,与阿里巴巴-SW集团控股有限公司的Lazada部门等竞争对手竞争。</blockquote></p><p> Sea, which is listed on the New York Stock Exchange, plans to sell 11 million American depositary shares and $2.5 billion of five-year convertible bonds.</p><p><blockquote>在纽约证券交易所上市的Sea计划出售1100万股美国存托股票和25亿美元的五年期可转换债券。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d09e89c4e1333b681b0605608cff2a6c\" tg-width=\"336\" tg-height=\"424\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Based on Wednesday’s closing price for Sea shares, of $343.80, the stock sale would be worth close to $3.8 billion, although deals like this are typically sold at a discount to the market price. Sea and its banks expect the final price to be set Thursday, according to a term sheet seen by The Wall Street Journal. The deal’s underwriters have the option to increase the size of both offerings by 15%, via a green shoe.</p><p><blockquote>根据周三Sea股票343.80美元的收盘价计算,此次股票出售的价值将接近38亿美元,尽管此类交易通常以低于市场价格的价格出售。根据《华尔街日报》看到的一份条款清单,Sea及其银行预计最终价格将于周四确定。该交易的承销商可以选择通过绿鞋将两次发行的规模增加15%。</blockquote></p><p> Like other e-commerce and gaming groups, Sea has enjoyed rapid growth, with the Covid-19 pandemic spurring customers to live more of their lives online.</p><p><blockquote>与其他电子商务和游戏集团一样,Sea也经历了快速增长,Covid-19大流行促使客户更多地在线生活。</blockquote></p><p> Compared with the same period a year earlier, Sea’s revenue in the three months to June more than doubled to nearly $2.3 billion, while paying users for its digital-entertainment business and gross merchandise value for its e-commerce unit both leapt by more than 80% year-over-year.</p><p><blockquote>与去年同期相比,截至6月份的三个月内,Sea的收入增长了一倍多,达到近23亿美元,而其数字娱乐业务的用户付费和电子商务部门的商品总价值均跃升超过80%同比。</blockquote></p><p> The business remains unprofitable however, reporting a net loss of $434 million for the quarter, or $321 million excluding share-based pay to staff. It generated cumulative annual net losses of more than $4 billion in 2018 through 2020.</p><p><blockquote>然而,该业务仍未盈利,本季度净亏损4.34亿美元,不包括员工股权薪酬为3.21亿美元。2018年至2020年,该公司累计年度净亏损超过40亿美元。</blockquote></p><p> Sea’s shares have surged in recent years, giving it a market capitalization of roughly $185 billion. That makes it the region’s biggest listed company, according to S&P Global Market Intelligence data, and has allowed it to pull ahead of some of China’s big tech companies, such asJD.comInc.andPinduoduoInc.,as the Chinese tech industry confronts a series of government crackdowns.</p><p><blockquote>Sea的股价近年来飙升,市值约为1850亿美元。根据标准普尔全球市场情报数据,这使其成为该地区最大的上市公司,并使其领先于京东和拼多多等一些中国大型科技公司,因为中国科技行业正面临一系列政府打击。</blockquote></p><p> Sea itself isone of many tech groups backedby China’s Tencent, and it publishes Tencent games such as League of Legends and Arena of Valor in the region. Tencent held a 22.9% stake as of March 5, according to Sea’s annual report.</p><p><blockquote>Sea本身是中国腾讯控股支持的众多科技集团之一,它在中国发行《英雄联盟》和《英勇竞技场》等腾讯控股游戏。根据Sea的年报,截至3月5日,腾讯控股持有22.9%的股份。</blockquote></p><p> The planned issuance is the latest in a series of fundraising deals by big tech groups in Asia. In April, Meituan, one of China’s most valuable technology companies,raised roughly $10 billionby selling stock and convertible bonds. Meituan, which competes with Alibaba and others, said it would spend some of the proceeds on researching and developing autonomous delivery vehicles, drone deliveries and other technology.</p><p><blockquote>此次计划发行是亚洲大型科技集团一系列融资交易中的最新一起。今年4月,中国市值最高的科技公司之一美团-W通过出售股票和可转换债券筹集了约100亿美元。与阿里巴巴-SW等公司竞争的美团-W表示,将把部分收益用于研发自动配送车、无人机配送等技术。</blockquote></p><p> Southeast Asian tech is also drawingmore interest from investors, with some seeing the planned U.S. listing of Grab Holdings Inc., operator of a superapp that offers services including ride-hailing and delivery, as a watershed moment.</p><p><blockquote>东南亚科技也吸引了更多投资者的兴趣,一些人将Grab Holdings Inc.计划在美国上市视为一个分水岭。Grab Holdings Inc.是一家提供叫车和送货等服务的超级应用运营商。</blockquote></p><p> In May, Singapore-headquartered Grab said it planned to raise about $4.5 billion in a tie-up with a special-purpose acquisition company, or SPAC, and go public in the U.S. at a valuation of nearly $40 billion. Grab expects the deal to close in the fourth quarter.</p><p><blockquote>今年5月,总部位于新加坡的Grab表示,计划与一家特殊目的收购公司(SPAC)合作筹集约45亿美元,并以近400亿美元的估值在美国上市。Grab预计该交易将在第四季度完成。</blockquote></p><p> Units ofGoldman Sachs GroupInc.,JPMorgan Chase & Co. andBank of AmericaCorp.are handling Sea’s offerings.</p><p><blockquote>高盛集团、摩根大通和美国银行的子公司正在处理Sea的发行。</blockquote></p><p> Sea fell over 7% in early trading.</p><p><blockquote>Sea早盘跌超7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1579594bcdff311d196e8c7d1b43d16e\" tg-width=\"1156\" tg-height=\"571\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tencent-Backed Tech Giant Sea Taps Investors for About $6 Billion<blockquote>腾讯控股支持的科技巨头Sea向投资者筹集约60亿美元</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\">\nTencent-Backed Tech Giant Sea Taps Investors for About $6 Billion<blockquote>腾讯控股支持的科技巨头Sea向投资者筹集约60亿美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-09-09 15:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><i><b>(Update: Sept 9, 2021 at 09:44 a.m. ET)</b></i></p><p><blockquote><i><b>(更新:美国东部时间2021年9月9日上午09:44)</b></i></blockquote></p><p> <b>Sea says some of the proceeds would help expand its business, while funds could also be deployed on investments and acquisitions.</b> Southeast Asia’s most valuable listed company, Sea Ltd., plans to raise about $6 billion or more in new funds, capitalizing on investor enthusiasm for the region’s fast-growing technology industry.</p><p><blockquote><b>Sea表示,部分收益将有助于扩大其业务,同时资金也可以用于投资和收购。</b>东南亚最有价值的上市公司Sea Ltd.计划筹集约60亿美元或更多的新资金,利用投资者对该地区快速增长的科技行业的热情。</blockquote></p><p> TheTencent HoldingsLtd.TCEHY-2.95%-backed gaming, e-commerce and digital-finance company said in a filing late Wednesday that it would raise the capital by selling new shares and convertible bonds. Sea said some of the proceeds would help expand its business, while funds could also be deployed on “potential strategic investments and acquisitions.”</p><p><blockquote>腾讯控股有限公司TCEHY-2.95%支持的游戏、电子商务和数字金融公司在周三晚间提交的一份文件中表示,将通过出售新股和可转换债券来筹集资金。Sea表示,部分收益将有助于扩大其业务,同时资金也可以用于“潜在的战略投资和收购”。</blockquote></p><p> The company says its Shopee unit, which competes with rivals including Alibaba Group Holding Ltd.’s Lazada unit, is the largest e-commerce platform in Southeast Asia and Taiwan.</p><p><blockquote>该公司表示,其Shopee部门是东南亚和台湾最大的电子商务平台,与阿里巴巴-SW集团控股有限公司的Lazada部门等竞争对手竞争。</blockquote></p><p> Sea, which is listed on the New York Stock Exchange, plans to sell 11 million American depositary shares and $2.5 billion of five-year convertible bonds.</p><p><blockquote>在纽约证券交易所上市的Sea计划出售1100万股美国存托股票和25亿美元的五年期可转换债券。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d09e89c4e1333b681b0605608cff2a6c\" tg-width=\"336\" tg-height=\"424\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Based on Wednesday’s closing price for Sea shares, of $343.80, the stock sale would be worth close to $3.8 billion, although deals like this are typically sold at a discount to the market price. Sea and its banks expect the final price to be set Thursday, according to a term sheet seen by The Wall Street Journal. The deal’s underwriters have the option to increase the size of both offerings by 15%, via a green shoe.</p><p><blockquote>根据周三Sea股票343.80美元的收盘价计算,此次股票出售的价值将接近38亿美元,尽管此类交易通常以低于市场价格的价格出售。根据《华尔街日报》看到的一份条款清单,Sea及其银行预计最终价格将于周四确定。该交易的承销商可以选择通过绿鞋将两次发行的规模增加15%。</blockquote></p><p> Like other e-commerce and gaming groups, Sea has enjoyed rapid growth, with the Covid-19 pandemic spurring customers to live more of their lives online.</p><p><blockquote>与其他电子商务和游戏集团一样,Sea也经历了快速增长,Covid-19大流行促使客户更多地在线生活。</blockquote></p><p> Compared with the same period a year earlier, Sea’s revenue in the three months to June more than doubled to nearly $2.3 billion, while paying users for its digital-entertainment business and gross merchandise value for its e-commerce unit both leapt by more than 80% year-over-year.</p><p><blockquote>与去年同期相比,截至6月份的三个月内,Sea的收入增长了一倍多,达到近23亿美元,而其数字娱乐业务的用户付费和电子商务部门的商品总价值均跃升超过80%同比。</blockquote></p><p> The business remains unprofitable however, reporting a net loss of $434 million for the quarter, or $321 million excluding share-based pay to staff. It generated cumulative annual net losses of more than $4 billion in 2018 through 2020.</p><p><blockquote>然而,该业务仍未盈利,本季度净亏损4.34亿美元,不包括员工股权薪酬为3.21亿美元。2018年至2020年,该公司累计年度净亏损超过40亿美元。</blockquote></p><p> Sea’s shares have surged in recent years, giving it a market capitalization of roughly $185 billion. That makes it the region’s biggest listed company, according to S&P Global Market Intelligence data, and has allowed it to pull ahead of some of China’s big tech companies, such asJD.comInc.andPinduoduoInc.,as the Chinese tech industry confronts a series of government crackdowns.</p><p><blockquote>Sea的股价近年来飙升,市值约为1850亿美元。根据标准普尔全球市场情报数据,这使其成为该地区最大的上市公司,并使其领先于京东和拼多多等一些中国大型科技公司,因为中国科技行业正面临一系列政府打击。</blockquote></p><p> Sea itself isone of many tech groups backedby China’s Tencent, and it publishes Tencent games such as League of Legends and Arena of Valor in the region. Tencent held a 22.9% stake as of March 5, according to Sea’s annual report.</p><p><blockquote>Sea本身是中国腾讯控股支持的众多科技集团之一,它在中国发行《英雄联盟》和《英勇竞技场》等腾讯控股游戏。根据Sea的年报,截至3月5日,腾讯控股持有22.9%的股份。</blockquote></p><p> The planned issuance is the latest in a series of fundraising deals by big tech groups in Asia. In April, Meituan, one of China’s most valuable technology companies,raised roughly $10 billionby selling stock and convertible bonds. Meituan, which competes with Alibaba and others, said it would spend some of the proceeds on researching and developing autonomous delivery vehicles, drone deliveries and other technology.</p><p><blockquote>此次计划发行是亚洲大型科技集团一系列融资交易中的最新一起。今年4月,中国市值最高的科技公司之一美团-W通过出售股票和可转换债券筹集了约100亿美元。与阿里巴巴-SW等公司竞争的美团-W表示,将把部分收益用于研发自动配送车、无人机配送等技术。</blockquote></p><p> Southeast Asian tech is also drawingmore interest from investors, with some seeing the planned U.S. listing of Grab Holdings Inc., operator of a superapp that offers services including ride-hailing and delivery, as a watershed moment.</p><p><blockquote>东南亚科技也吸引了更多投资者的兴趣,一些人将Grab Holdings Inc.计划在美国上市视为一个分水岭。Grab Holdings Inc.是一家提供叫车和送货等服务的超级应用运营商。</blockquote></p><p> In May, Singapore-headquartered Grab said it planned to raise about $4.5 billion in a tie-up with a special-purpose acquisition company, or SPAC, and go public in the U.S. at a valuation of nearly $40 billion. Grab expects the deal to close in the fourth quarter.</p><p><blockquote>今年5月,总部位于新加坡的Grab表示,计划与一家特殊目的收购公司(SPAC)合作筹集约45亿美元,并以近400亿美元的估值在美国上市。Grab预计该交易将在第四季度完成。</blockquote></p><p> Units ofGoldman Sachs GroupInc.,JPMorgan Chase & Co. andBank of AmericaCorp.are handling Sea’s offerings.</p><p><blockquote>高盛集团、摩根大通和美国银行的子公司正在处理Sea的发行。</blockquote></p><p> Sea fell over 7% in early trading.</p><p><blockquote>Sea早盘跌超7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1579594bcdff311d196e8c7d1b43d16e\" tg-width=\"1156\" tg-height=\"571\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.wsj.com/articles/tencent-backed-tech-giant-sea-taps-investors-for-about-6-billion-11631170423?mod=tech_lead_pos2\">The Wall Street Journal</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.wsj.com/articles/tencent-backed-tech-giant-sea-taps-investors-for-about-6-billion-11631170423?mod=tech_lead_pos2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109486521","content_text":"(Update: Sept 9, 2021 at 09:44 a.m. ET)\n\nSea says some of the proceeds would help expand its business, while funds could also be deployed on investments and acquisitions.\n\nSoutheast Asia’s most valuable listed company, Sea Ltd., plans to raise about $6 billion or more in new funds, capitalizing on investor enthusiasm for the region’s fast-growing technology industry.\nTheTencent HoldingsLtd.TCEHY-2.95%-backed gaming, e-commerce and digital-finance company said in a filing late Wednesday that it would raise the capital by selling new shares and convertible bonds. Sea said some of the proceeds would help expand its business, while funds could also be deployed on “potential strategic investments and acquisitions.”\nThe company says its Shopee unit, which competes with rivals including Alibaba Group Holding Ltd.’s Lazada unit, is the largest e-commerce platform in Southeast Asia and Taiwan.\nSea, which is listed on the New York Stock Exchange, plans to sell 11 million American depositary shares and $2.5 billion of five-year convertible bonds.\n\nBased on Wednesday’s closing price for Sea shares, of $343.80, the stock sale would be worth close to $3.8 billion, although deals like this are typically sold at a discount to the market price. Sea and its banks expect the final price to be set Thursday, according to a term sheet seen by The Wall Street Journal. The deal’s underwriters have the option to increase the size of both offerings by 15%, via a green shoe.\nLike other e-commerce and gaming groups, Sea has enjoyed rapid growth, with the Covid-19 pandemic spurring customers to live more of their lives online.\nCompared with the same period a year earlier, Sea’s revenue in the three months to June more than doubled to nearly $2.3 billion, while paying users for its digital-entertainment business and gross merchandise value for its e-commerce unit both leapt by more than 80% year-over-year.\nThe business remains unprofitable however, reporting a net loss of $434 million for the quarter, or $321 million excluding share-based pay to staff. It generated cumulative annual net losses of more than $4 billion in 2018 through 2020.\nSea’s shares have surged in recent years, giving it a market capitalization of roughly $185 billion. That makes it the region’s biggest listed company, according to S&P Global Market Intelligence data, and has allowed it to pull ahead of some of China’s big tech companies, such asJD.comInc.andPinduoduoInc.,as the Chinese tech industry confronts a series of government crackdowns.\nSea itself isone of many tech groups backedby China’s Tencent, and it publishes Tencent games such as League of Legends and Arena of Valor in the region. Tencent held a 22.9% stake as of March 5, according to Sea’s annual report.\nThe planned issuance is the latest in a series of fundraising deals by big tech groups in Asia. In April, Meituan, one of China’s most valuable technology companies,raised roughly $10 billionby selling stock and convertible bonds. Meituan, which competes with Alibaba and others, said it would spend some of the proceeds on researching and developing autonomous delivery vehicles, drone deliveries and other technology.\nSoutheast Asian tech is also drawingmore interest from investors, with some seeing the planned U.S. listing of Grab Holdings Inc., operator of a superapp that offers services including ride-hailing and delivery, as a watershed moment.\nIn May, Singapore-headquartered Grab said it planned to raise about $4.5 billion in a tie-up with a special-purpose acquisition company, or SPAC, and go public in the U.S. at a valuation of nearly $40 billion. Grab expects the deal to close in the fourth quarter.\nUnits ofGoldman Sachs GroupInc.,JPMorgan Chase & Co. andBank of AmericaCorp.are handling Sea’s offerings.\nSea fell over 7% in early trading.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814268540,"gmtCreate":1630826403680,"gmtModify":1631883568727,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>when will it go up..","listText":"<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>when will it go up..","text":"$Alibaba(09988)$when will it go up..","images":[{"img":"https://static.tigerbbs.com/ccb8333d186dead17d2f3c78d9df792c","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/814268540","isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":815825017,"gmtCreate":1630667975639,"gmtModify":1631889918884,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577395115935697","idStr":"3577395115935697"},"themes":[],"htmlText":"Wow selling so many shares doesnt seem tto be a positive sign..","listText":"Wow selling so many shares doesnt seem tto be a positive sign..","text":"Wow selling so many shares doesnt seem tto be a positive sign..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/815825017","repostId":"2164876311","repostType":4,"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802545202,"gmtCreate":1627791149906,"gmtModify":1631892424640,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577395115935697","idStr":"3577395115935697"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/802545202","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":603470500,"gmtCreate":1638446071109,"gmtModify":1638446071194,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577395115935697","idStr":"3577395115935697"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603470500","repostId":"1103115640","repostType":4,"repost":{"id":"1103115640","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":1638437956,"share":"https://www.laohu8.com/m/news/1103115640?lang=zh_CN&edition=full","pubTime":"2021-12-02 17:39","market":"us","language":"en","title":"EV stocks rallied in premarket trading<blockquote>电动汽车股在盘前交易中上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103115640","media":"Tiger Newspress","summary":"EV stocks rallied in premarket trading.Tesla,Rivian,Nio,Xpeng Motors,Li Auto,Lucid,Fisker,Arrival,Ni","content":"<p>EV stocks rallied in premarket trading.Tesla,Rivian,Nio,Xpeng Motors,Li Auto,Lucid,Fisker,Arrival,Nikola,Canoo and Sono climbed between 1% and 3%.</p><p><blockquote>电动汽车股在盘前交易中上涨。特斯拉、Rivian、蔚来、小鹏汽车、理想汽车、Lucid、Fisker、Arrival、Nikola、Canoo和Sono上涨1%至3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/797bd31f32b8eff4cb35c37dec996010\" tg-width=\"401\" tg-height=\"658\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV stocks rallied in premarket trading<blockquote>电动汽车股在盘前交易中上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV stocks rallied in premarket trading<blockquote>电动汽车股在盘前交易中上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-02 17:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>EV stocks rallied in premarket trading.Tesla,Rivian,Nio,Xpeng Motors,Li Auto,Lucid,Fisker,Arrival,Nikola,Canoo and Sono climbed between 1% and 3%.</p><p><blockquote>电动汽车股在盘前交易中上涨。特斯拉、Rivian、蔚来、小鹏汽车、理想汽车、Lucid、Fisker、Arrival、Nikola、Canoo和Sono上涨1%至3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/797bd31f32b8eff4cb35c37dec996010\" tg-width=\"401\" tg-height=\"658\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉","SEV":"Aptera Motors","XPEV":"小鹏汽车","LI":"理想汽车","FSR":"菲斯克","LCID":"Lucid Group Inc","RIVN":"Rivian Automotive, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103115640","content_text":"EV stocks rallied in premarket trading.Tesla,Rivian,Nio,Xpeng Motors,Li Auto,Lucid,Fisker,Arrival,Nikola,Canoo and Sono climbed between 1% and 3%.","news_type":1,"symbols_score_info":{"XPEV":0.9,"SEV":0.9,"FSR":0.9,"ARVL":0.9,"LCID":0.9,"NIO":0.9,"TSLA":0.9,"RIVN":0.9,"GOEV":0.9,"NKLA":0.9,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":2137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873061787,"gmtCreate":1636802525629,"gmtModify":1636802525707,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577395115935697","idStr":"3577395115935697"},"themes":[],"htmlText":"HODL and staying long on PLTR ","listText":"HODL and staying long on PLTR ","text":"HODL and staying long on PLTR","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/873061787","repostId":"1129543601","repostType":4,"repost":{"id":"1129543601","kind":"news","pubTimestamp":1636770982,"share":"https://www.laohu8.com/m/news/1129543601?lang=zh_CN&edition=full","pubTime":"2021-11-13 10:36","market":"us","language":"en","title":"Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir:第三季度表现良好,自由现金流增加,提高指引但抛售创造了机会</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129543601","media":"Seeking Alpha","summary":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li> <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li> <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li> <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir的收入环比增长36%,同时产生1.19亿美元的自由现金流,利润率为30%。</li><li>Palantir第三季度商业收入同比增长37%,政府收入同比增长34%,显示出强劲的前瞻性增长趋势。</li><li>Palantir在2021年第三季度完成了54笔交易,合同价值至少为100万美元,其中33笔价值超过500万美元,18笔价值超过1000万美元。</li><li>Palantir再次上调指引,预计收入同比增长40%,达到15.27亿美元,自由现金流为4亿美元,高于之前指引的3亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p><p><blockquote>一些投资者又爱又恨Palantir(PLTR),它过去被昵称为黑匣子公司,而另一些投资者则绝对喜欢它,因为他们相信PLTR的软件是未来。在我之前关于PLTR的文章中,我表示,根据PLTR当前的收入趋势,他们计划在第三季度实现3.9941亿美元的收入,在第四季度实现4.2322亿美元的收入。市场普遍认为第三季度的收入为3.8656亿美元,PLTR在2021年第四季度实现了3.921亿美元,预测为4.18亿美元。当进行盈利看涨期权时,盘前的反应只不过是PLTR急剧下跌的红海,每次试图填补缺口时,螺旋式下降的下一阶段就开始了。这个消息甚至还没有被消化,但人们决定要么获利了结,要么退出头寸,要么对PLTR失去信心。</blockquote></p><p> What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p><p><blockquote>财报中有什么不让人喜欢的地方导致了一直徘徊在-9.03%区间的抛售?PLTR收入同比增长36%,第三季度增加了34个新客户,并完成了54笔价值100万美元或以上的交易。PLTR的剩余交易价值同比增加了50%,达到36亿美元,并提供了1.01亿美元的运营现金(利润率26%)和1.99亿美元的自由现金流(利润率30%)。PLTR还提高了2021年的指导,因为他们现在预计收入同比增长40%,而之前的预测为30%,并将自由现金流预测从3亿美元提高到4亿美元。除了这些数字之外,PLTR还宣布了新的产品平台和用例,这些平台和用例在未来推动收入和自由现金流方面具有巨大潜力。我相信这次抛售将是短暂的,我将其视为买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:寻求阿尔法)</span></p></blockquote></p><p> <b>Palantir's revenue continues to expand on both the commercial and government side</b></p><p><blockquote><b>Palantir在商业和政府方面的收入持续扩张</b></blockquote></p><p> Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p><p><blockquote>自PLTR上市以来,他们的商业业务逐季扩张。上市五个季度后,PLTR的季度商业收入增长了6200万美元,增幅为55.36%。2021年第三季度,PLTR的商业运营收入为1.74亿美元,占其3.921亿美元季度收入的44.38%。过去两年,PLTR第三季度收入增长了85.11%,其中2020年第三季度同比增长35.11%,2021年第三季度同比增长37.01%。PLTR的商业剩余交易价值同比增长101%,从2020年第三季度的11亿美元增至2021年第三季度的22亿美元。商业客户邀请PLTR展示他们的软件解决方案,PLTR正在赢得他们的业务。2021年第三季度,PLTR净新增34家新客户,商业客户群环比增加20%,达到203家。过去一年,PLTR的商业客户群扩大了46.04%,客户数量从139个增加到203个,增加了64个。任何仍然将PLTR归类为黑匣子的人都是不准确的,因为商业市场正在了解PLTR的软件平台并实施其解决方案以改善其运营。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Steven Fiorillo)(数据来源:Palantir)</span></p></blockquote></p><p> Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p><p><blockquote>自2020年第一季度以来,PLTR的季度收入增加了1.631亿美元(71.23%),平均季度环比增长率为9.43%。2021年第三季度,这一趋势保持不变,收入环比增长1610万美元,即4.28%。虽然与2021年第二季度的10.26%相比,季度收入增长环比略有放缓,但PLTR预计2021年第四季度收入将为4.18亿美元。PLTR预计将再创公司纪录,并在年底实现2590万美元(6.61%)的环比增长。</blockquote></p><p></p><p> The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p><p><blockquote>同样的增长故事也适用于他们过去12个月(TTM)的总收入。在过去六个季度中,PLTR的TTM收入从8.106亿美元增加到14.3亿美元,增加了6.206亿美元(76.55%)。平均而言,PLTR的TTM收入环比增长1.0342亿美元(9.94%)。在Q1 2020-2020年第三季度,他们的平均环比收入增长为9403万美元,这一数字大幅增长,因为过去三个季度环比增长了至少1.05亿美元。2021年第三季度,PLTR的TTM收入增加至14.3亿美元,环比收入增长1.068亿美元(8.06%)。就像季度指标一样,PLTR的TTM预计将环比增长9590万美元,达到15.27亿美元,而市场普遍预期为15.1亿美元。这将使PLTR的年收入同比增长远高于30%的预测,因为到2021年,他们的收入将增加4.343亿美元(39.75%)</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Steven Fiorillo)(数据来源:Palantir)</span></p></blockquote></p><p> I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p><p><blockquote>我很震惊PLTR仍然处于亏损状态。PLTR是一家高增长公司,目前自由现金流为正,并正在扩大其指标。2020年前9个月,PLTR产生了-2.85亿美元的自由现金流,截至2021年前9个月末,PLTR实现了6.05亿美元的波动,年初至今已产生了3.2亿美元的自由现金流。PLTR此前将2021年自由现金流指引提高至300美元,而他们刚刚再次将其提高至4亿美元以上。在三个月的时间里,PLTR将其自由现金流预测额外增加了33.33%。第三季度,PLTR的自由现金流利润率为30%,预计2021年自由现金流将超过4亿美元。至少,这意味着他们将在2021年额外增加8000万美元的自由现金流。如果PLTR实现15.27亿美元的收入和4亿美元的自由现金流,其2021年的自由现金流利润率将为26.2%。PLTR仍预计到2025年年收入将同比增长30%,根据2021年1.527美元的预测,2025年收入将达到43.6亿美元。按照PLTR目前的自由现金流利润率,他们将在2025年产生11.4亿美元的自由现金流。考虑到PLTR目前的趋势,如果他们超出预测并同比增长35%,那么他们2025年的收入将达到50.7亿美元。按照目前的自由现金流利润率,到2025年,他们将产生13.3亿美元的自由现金流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:PLTR)</span></p></blockquote></p><p> PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p><p><blockquote>PLTR正在全速点火。第三季度收入同比增长36%,第二次将自由现金流指引从3亿美元上调至4亿美元以上,并将年收入增长指引从30%上调至约40%。PLTR仍维持每年30%的未来收入前景,并创造了一些令人印象深刻的利润。第三季度PLTR的商业收入同比增长37%,政府收入同比增长34%。PLTR在第三季度完成了至少54笔价值至少100万美元的交易,其中33笔收入至少500万美元,18笔收入至少1000万美元。PLTR的增长指标令人印象深刻,我预计它们未来将低于承诺并超额交付。</blockquote></p><p> <b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p><p><blockquote><b>Palantir正在进入两个巨大的新领域:碳排放和加密货币</b></blockquote></p><p> In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p><p><blockquote>过去,我曾写过有关政府、亚马逊(纳斯达克股票代码:AMZN)和国际商业机器公司(纽约证券交易所股票代码:IBM)未来机遇的文章。在今天的收益看涨期权上,PLTR介绍了有关他们将为碳排放和加密货币提供的两种新产品的重要信息。</blockquote></p><p></p><p> There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as Exxon Mobil(NYSE:XOM) are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to scrub emissions out of the air and carbonate fuel cells to capture industrial emissions from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p><p><blockquote>美国在气候问题上发生了根本性转变,拜登总统重新加入了《巴黎协定》,重新参与应对气候变化。该计划的一部分是到2050年实现整个经济的净零排放。最近,拜登总统在苏格兰格拉斯哥举行的联合国气候峰会上承诺与欧盟和其他数十个国家合作,到2030年将全球甲烷总排放量减少30%。无论你对气候的立场是什么,有许多人认为我们需要降低排放,许多国家正在朝着一个目标努力。为了遵守规定,埃克森美孚(纽约证券交易所股票代码:XOM)等公司正在与外部组织对几项有前途的创新进行长期研究,包括用于清除空气中排放物的直接空气捕获技术和用于捕获烟道中工业排放的碳酸盐燃料电池发电厂或制造设施的气流。碳排放管理已经是一项蓬勃发展的业务,PLTR正在Foundry上创建一个模块,以提供一个单一的窗格来查看收入、利润、生产和所有排放,以便公司可以更有效地管理结果。就我个人而言,我相信这对于推动PLTR未来的收入具有巨大的潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Palantir)</span></p></blockquote></p><p> The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN) is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p><p><blockquote>PLTR讨论的第二个巨大前景是加密货币代工。看起来PLTR正在利用他们的反洗钱和了解你的客户的专业知识。多年来,PLTR一直与多个政府合作,寻找全球最大银行的合规问题,并帮助这些银行应对和加强其合规计划。这是完全有道理的,当您回到合同时,PLTR已获得IRS和SEC的授予(在之前的文章中讨论过)。仅在第三季度,PLTR就与IRS签署了6份合同。如果让我猜的话,PLTR的软件将被IRS和SEC在政府方面使用,并被银行和加密货币交易所在商业方面采用。目前,在过去24小时内,Coinbase(纳斯达克:COIN)显示比特币(BTC-USD)的交易量为438亿美元。我认为PLTR最终将从其加密货币代工厂的政府和商业合同中获得未来的收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Steven Fiorillo)(数据来源:联邦采购数据库)</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Palantir)</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p><p><blockquote>PLTR已经成为市场误解其收益并在消息好的时候抛售消息的另一个统计数据。还有人想让PLTR做什么?这是一个出色的季度,第三季度收入同比增长36%,自由现金流为1.19亿美元,利润率为30%,PLTR完成了54笔交易,每笔价值超过100万美元。PLTR超出收入预期,第二次上调全年收入指引,上调自由现金流指引。这是一个基于所有积极因素的卖出消息,这创造了买入机会。我将做多PLTR,如果抛售继续,我计划增加我的头寸。</blockquote></p><p> <b>Seeking Alpha Marketplace</b></p><p><blockquote><b>寻求阿尔法市场</b></blockquote></p><p> I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</p><p><blockquote>我将在Seeking Alpha市场上推出一项名为Barbell Capital的订阅服务。Barbell Capital将为其成员提供独家研究、模型投资组合、投资工具、问答环节、观察列表和其他功能。我还将拥有一个实时投资组合,致力于通过交易、出售看跌期权和出售备兑评级来产生资本。利润将分配给未来的资本增值投资和投资股息投资,在我们睡觉时产生收入。</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: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir:第三季度表现良好,自由现金流增加,提高指引但抛售创造了机会</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir:第三季度表现良好,自由现金流增加,提高指引但抛售创造了机会</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-13 10:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li> <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li> <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li> <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir的收入环比增长36%,同时产生1.19亿美元的自由现金流,利润率为30%。</li><li>Palantir第三季度商业收入同比增长37%,政府收入同比增长34%,显示出强劲的前瞻性增长趋势。</li><li>Palantir在2021年第三季度完成了54笔交易,合同价值至少为100万美元,其中33笔价值超过500万美元,18笔价值超过1000万美元。</li><li>Palantir再次上调指引,预计收入同比增长40%,达到15.27亿美元,自由现金流为4亿美元,高于之前指引的3亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p><p><blockquote>一些投资者又爱又恨Palantir(PLTR),它过去被昵称为黑匣子公司,而另一些投资者则绝对喜欢它,因为他们相信PLTR的软件是未来。在我之前关于PLTR的文章中,我表示,根据PLTR当前的收入趋势,他们计划在第三季度实现3.9941亿美元的收入,在第四季度实现4.2322亿美元的收入。市场普遍认为第三季度的收入为3.8656亿美元,PLTR在2021年第四季度实现了3.921亿美元,预测为4.18亿美元。当进行盈利看涨期权时,盘前的反应只不过是PLTR急剧下跌的红海,每次试图填补缺口时,螺旋式下降的下一阶段就开始了。这个消息甚至还没有被消化,但人们决定要么获利了结,要么退出头寸,要么对PLTR失去信心。</blockquote></p><p> What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p><p><blockquote>财报中有什么不让人喜欢的地方导致了一直徘徊在-9.03%区间的抛售?PLTR收入同比增长36%,第三季度增加了34个新客户,并完成了54笔价值100万美元或以上的交易。PLTR的剩余交易价值同比增加了50%,达到36亿美元,并提供了1.01亿美元的运营现金(利润率26%)和1.99亿美元的自由现金流(利润率30%)。PLTR还提高了2021年的指导,因为他们现在预计收入同比增长40%,而之前的预测为30%,并将自由现金流预测从3亿美元提高到4亿美元。除了这些数字之外,PLTR还宣布了新的产品平台和用例,这些平台和用例在未来推动收入和自由现金流方面具有巨大潜力。我相信这次抛售将是短暂的,我将其视为买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:寻求阿尔法)</span></p></blockquote></p><p> <b>Palantir's revenue continues to expand on both the commercial and government side</b></p><p><blockquote><b>Palantir在商业和政府方面的收入持续扩张</b></blockquote></p><p> Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p><p><blockquote>自PLTR上市以来,他们的商业业务逐季扩张。上市五个季度后,PLTR的季度商业收入增长了6200万美元,增幅为55.36%。2021年第三季度,PLTR的商业运营收入为1.74亿美元,占其3.921亿美元季度收入的44.38%。过去两年,PLTR第三季度收入增长了85.11%,其中2020年第三季度同比增长35.11%,2021年第三季度同比增长37.01%。PLTR的商业剩余交易价值同比增长101%,从2020年第三季度的11亿美元增至2021年第三季度的22亿美元。商业客户邀请PLTR展示他们的软件解决方案,PLTR正在赢得他们的业务。2021年第三季度,PLTR净新增34家新客户,商业客户群环比增加20%,达到203家。过去一年,PLTR的商业客户群扩大了46.04%,客户数量从139个增加到203个,增加了64个。任何仍然将PLTR归类为黑匣子的人都是不准确的,因为商业市场正在了解PLTR的软件平台并实施其解决方案以改善其运营。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Steven Fiorillo)(数据来源:Palantir)</span></p></blockquote></p><p> Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p><p><blockquote>自2020年第一季度以来,PLTR的季度收入增加了1.631亿美元(71.23%),平均季度环比增长率为9.43%。2021年第三季度,这一趋势保持不变,收入环比增长1610万美元,即4.28%。虽然与2021年第二季度的10.26%相比,季度收入增长环比略有放缓,但PLTR预计2021年第四季度收入将为4.18亿美元。PLTR预计将再创公司纪录,并在年底实现2590万美元(6.61%)的环比增长。</blockquote></p><p></p><p> The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p><p><blockquote>同样的增长故事也适用于他们过去12个月(TTM)的总收入。在过去六个季度中,PLTR的TTM收入从8.106亿美元增加到14.3亿美元,增加了6.206亿美元(76.55%)。平均而言,PLTR的TTM收入环比增长1.0342亿美元(9.94%)。在Q1 2020-2020年第三季度,他们的平均环比收入增长为9403万美元,这一数字大幅增长,因为过去三个季度环比增长了至少1.05亿美元。2021年第三季度,PLTR的TTM收入增加至14.3亿美元,环比收入增长1.068亿美元(8.06%)。就像季度指标一样,PLTR的TTM预计将环比增长9590万美元,达到15.27亿美元,而市场普遍预期为15.1亿美元。这将使PLTR的年收入同比增长远高于30%的预测,因为到2021年,他们的收入将增加4.343亿美元(39.75%)</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Steven Fiorillo)(数据来源:Palantir)</span></p></blockquote></p><p> I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p><p><blockquote>我很震惊PLTR仍然处于亏损状态。PLTR是一家高增长公司,目前自由现金流为正,并正在扩大其指标。2020年前9个月,PLTR产生了-2.85亿美元的自由现金流,截至2021年前9个月末,PLTR实现了6.05亿美元的波动,年初至今已产生了3.2亿美元的自由现金流。PLTR此前将2021年自由现金流指引提高至300美元,而他们刚刚再次将其提高至4亿美元以上。在三个月的时间里,PLTR将其自由现金流预测额外增加了33.33%。第三季度,PLTR的自由现金流利润率为30%,预计2021年自由现金流将超过4亿美元。至少,这意味着他们将在2021年额外增加8000万美元的自由现金流。如果PLTR实现15.27亿美元的收入和4亿美元的自由现金流,其2021年的自由现金流利润率将为26.2%。PLTR仍预计到2025年年收入将同比增长30%,根据2021年1.527美元的预测,2025年收入将达到43.6亿美元。按照PLTR目前的自由现金流利润率,他们将在2025年产生11.4亿美元的自由现金流。考虑到PLTR目前的趋势,如果他们超出预测并同比增长35%,那么他们2025年的收入将达到50.7亿美元。按照目前的自由现金流利润率,到2025年,他们将产生13.3亿美元的自由现金流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:PLTR)</span></p></blockquote></p><p> PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p><p><blockquote>PLTR正在全速点火。第三季度收入同比增长36%,第二次将自由现金流指引从3亿美元上调至4亿美元以上,并将年收入增长指引从30%上调至约40%。PLTR仍维持每年30%的未来收入前景,并创造了一些令人印象深刻的利润。第三季度PLTR的商业收入同比增长37%,政府收入同比增长34%。PLTR在第三季度完成了至少54笔价值至少100万美元的交易,其中33笔收入至少500万美元,18笔收入至少1000万美元。PLTR的增长指标令人印象深刻,我预计它们未来将低于承诺并超额交付。</blockquote></p><p> <b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p><p><blockquote><b>Palantir正在进入两个巨大的新领域:碳排放和加密货币</b></blockquote></p><p> In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p><p><blockquote>过去,我曾写过有关政府、亚马逊(纳斯达克股票代码:AMZN)和国际商业机器公司(纽约证券交易所股票代码:IBM)未来机遇的文章。在今天的收益看涨期权上,PLTR介绍了有关他们将为碳排放和加密货币提供的两种新产品的重要信息。</blockquote></p><p></p><p> There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as Exxon Mobil(NYSE:XOM) are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to scrub emissions out of the air and carbonate fuel cells to capture industrial emissions from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p><p><blockquote>美国在气候问题上发生了根本性转变,拜登总统重新加入了《巴黎协定》,重新参与应对气候变化。该计划的一部分是到2050年实现整个经济的净零排放。最近,拜登总统在苏格兰格拉斯哥举行的联合国气候峰会上承诺与欧盟和其他数十个国家合作,到2030年将全球甲烷总排放量减少30%。无论你对气候的立场是什么,有许多人认为我们需要降低排放,许多国家正在朝着一个目标努力。为了遵守规定,埃克森美孚(纽约证券交易所股票代码:XOM)等公司正在与外部组织对几项有前途的创新进行长期研究,包括用于清除空气中排放物的直接空气捕获技术和用于捕获烟道中工业排放的碳酸盐燃料电池发电厂或制造设施的气流。碳排放管理已经是一项蓬勃发展的业务,PLTR正在Foundry上创建一个模块,以提供一个单一的窗格来查看收入、利润、生产和所有排放,以便公司可以更有效地管理结果。就我个人而言,我相信这对于推动PLTR未来的收入具有巨大的潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Palantir)</span></p></blockquote></p><p> The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN) is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p><p><blockquote>PLTR讨论的第二个巨大前景是加密货币代工。看起来PLTR正在利用他们的反洗钱和了解你的客户的专业知识。多年来,PLTR一直与多个政府合作,寻找全球最大银行的合规问题,并帮助这些银行应对和加强其合规计划。这是完全有道理的,当您回到合同时,PLTR已获得IRS和SEC的授予(在之前的文章中讨论过)。仅在第三季度,PLTR就与IRS签署了6份合同。如果让我猜的话,PLTR的软件将被IRS和SEC在政府方面使用,并被银行和加密货币交易所在商业方面采用。目前,在过去24小时内,Coinbase(纳斯达克:COIN)显示比特币(BTC-USD)的交易量为438亿美元。我认为PLTR最终将从其加密货币代工厂的政府和商业合同中获得未来的收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Steven Fiorillo)(数据来源:联邦采购数据库)</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Palantir)</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p><p><blockquote>PLTR已经成为市场误解其收益并在消息好的时候抛售消息的另一个统计数据。还有人想让PLTR做什么?这是一个出色的季度,第三季度收入同比增长36%,自由现金流为1.19亿美元,利润率为30%,PLTR完成了54笔交易,每笔价值超过100万美元。PLTR超出收入预期,第二次上调全年收入指引,上调自由现金流指引。这是一个基于所有积极因素的卖出消息,这创造了买入机会。我将做多PLTR,如果抛售继续,我计划增加我的头寸。</blockquote></p><p> <b>Seeking Alpha Marketplace</b></p><p><blockquote><b>寻求阿尔法市场</b></blockquote></p><p> I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</p><p><blockquote>我将在Seeking Alpha市场上推出一项名为Barbell Capital的订阅服务。Barbell Capital将为其成员提供独家研究、模型投资组合、投资工具、问答环节、观察列表和其他功能。我还将拥有一个实时投资组合,致力于通过交易、出售看跌期权和出售备兑评级来产生资本。利润将分配给未来的资本增值投资和投资股息投资,在我们睡觉时产生收入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129543601","content_text":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.\nPalantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.\nPalantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.\nPalantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.\n\nAndreas Rentz/Getty Images Entertainment\nSome investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.\nWhat wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.\n(Source: Seeking Alpha)\nPalantir's revenue continues to expand on both the commercial and government side\nQuarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.\n(Source: Steven Fiorillo) (Data Source: Palantir)\nSince Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.\nThe same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)\n(Source: Steven Fiorillo) (Data Source: Palantir)\nI am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.\n(Source: PLTR)\nPLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.\nPalantir is entering two new sectors that are going to be huge, carbon emissions, and crypto\nIn the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.\nThere has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as Exxon Mobil(NYSE:XOM) are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to scrub emissions out of the air and carbonate fuel cells to capture industrial emissions from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.\n(Source: Palantir)\nThe second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN) is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.\n(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)\n(Source: Palantir)\nConclusion\nPLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.\nSeeking Alpha Marketplace\nI will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":3127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":831909287,"gmtCreate":1629276555649,"gmtModify":1631889918898,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577395115935697","idStr":"3577395115935697"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/831909287","repostId":"1194174383","repostType":4,"repost":{"id":"1194174383","kind":"news","pubTimestamp":1629246519,"share":"https://www.laohu8.com/m/news/1194174383?lang=zh_CN&edition=full","pubTime":"2021-08-18 08:28","market":"us","language":"en","title":"Nvidia Reports Earnings Wednesday. Here’s Why Cryptocurrencies Matter.<blockquote>英伟达周三公布财报。这就是加密货币很重要的原因。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1194174383","media":"Barrons","summary":"Tucked away in the numbers that Nvidia will post Wednesday is revenue from cryptocurrency mining chi","content":"<p>Tucked away in the numbers that Nvidia will post Wednesday is revenue from cryptocurrency mining chips. Investors should keep an eye on the total.</p><p><blockquote>英伟达将于周三公布的数据中隐藏着来自加密货币挖矿芯片的收入。投资者应密切关注总数。</blockquote></p><p> Why is simple: The peaks and valleys of crypto prices make it tough to peg demand for the chips, which the miners who handle the transactions need. And Nvidia (ticker: NVDA) earnings has gotten burned before when crypto prices tanked.</p><p><blockquote>原因很简单:加密货币价格的高峰和低谷使得很难确定处理交易的矿工所需的芯片需求。当加密货币价格暴跌时,英伟达(股票代码:NVDA)的盈利也曾遭受过损失。</blockquote></p><p> This year, though, Nvidia has done two things to protect itself: Maybe most important, it changed the design of its videogame chips that crypto miners co-optedfor their business. And the company started making a version just for miners.</p><p><blockquote>不过,今年,英伟达做了两件事来保护自己:也许最重要的是,它改变了加密货币矿工为其业务所采用的视频游戏芯片的设计。该公司开始专门为矿工制作一个版本。</blockquote></p><p> The new chips arewhat Nvidia tracks as crypto revenue because it can’t accurately track how many videogame chips are being used for mining.</p><p><blockquote>新芯片是英伟达跟踪的加密收入,因为它无法准确跟踪有多少视频游戏芯片被用于挖矿。</blockquote></p><p> The company’s finance chief, Colette Kress, has forecast $400 million in crypto chip sales for the second quarter—more than double first-quarter revenue of $155 million.The consensus revenue estimate for the segment that includes mining chips is $537.5 million, up from $327 million sequentially in the first quarter.</p><p><blockquote>该公司财务主管Colette Kress预测第二季度加密芯片销售额为4亿美元,是第一季度1.55亿美元收入的两倍多。包括挖矿芯片在内的该部门的普遍收入预期为5.375亿美元,高于第一季度的3.27亿美元。</blockquote></p><p> Just like the results for any other company, investors want the actual numbers to at least match—and better yet beat—Kress’ estimates.</p><p><blockquote>就像任何其他公司的业绩一样,投资者希望实际数字至少符合——甚至更好地超过——克雷斯的估计。</blockquote></p><p> BMO Capital Markets analyst Ambrish Srivastava has put forward several estimates on the true size of Nvidia’s mining business—the new chips added to the videogame chips.</p><p><blockquote>BMO资本市场分析师Ambrish Srivastava对英伟达挖矿业务的真实规模提出了几项估计——视频游戏芯片中添加的新芯片。</blockquote></p><p> For the second quarter, Srivastava predicts $450 million in crypto revenue, which isn’t far off the company’s forecast; his estimate for the first quarter was $650 million, which was well above the $155 million Nvidia reported for just its mining chips.</p><p><blockquote>对于第二季度,Srivastava预测加密收入为4.5亿美元,这与公司的预测相差不远;他对第一季度的预期为6.5亿美元,远高于英伟达仅挖矿芯片就报告的1.55亿美元。</blockquote></p><p> Investors should hope that Nvidia—and Srivastava—are close with their numbers so they can have a better idea of just how much exposure the company has to those sometimes-volatile crypto prices. A slump in crypto prices a few years ago translated to a drop in Nvidia’s revenue by nearly a third for four straight quarters.</p><p><blockquote>投资者应该希望Nvidia和Srivastava的数字接近,这样他们就可以更好地了解该公司对这些有时波动的加密货币价格的敞口有多大。几年前加密货币价格的暴跌导致英伟达的收入连续四个季度下降了近三分之一。</blockquote></p><p> The rest of the quarter is fairly typical stuff. Overall, the consensus forecast is for adjusted earnings of $1.01 a share, on revenue of $6.3 billion.</p><p><blockquote>本季度剩下的时间是相当典型的事情。总体而言,市场普遍预测调整后每股收益为1.01美元,营收为63亿美元。</blockquote></p><p> Investors also should pay attention to the data center segment. Chief executive Jensen Huang has talked up the demand around data-center graphics processors, which are often used for artificial intelligence and machine-learning tasks. Wall Street expects data center revenueto grow roughly 30% to $2.3 billion.</p><p><blockquote>投资者还应关注数据中心领域。首席执行官黄仁勋谈到了数据中心图形处理器的需求,这些处理器通常用于人工智能和机器学习任务。华尔街预计数据中心收入将增长约30%,达到23亿美元。</blockquote></p><p> The company’s core videogame chip business is expected to grow 80% to $3 billion. It’s worth looking for commentary from executives about the ongoing global chip shortage. The expected increase in supply hasn’t quite materialized, according to Srivastava.</p><p><blockquote>该公司的核心视频游戏芯片业务预计将增长80%,达到30亿美元。值得寻求高管们对持续的全球芯片短缺的评论。斯里瓦斯塔瓦表示,预期的供应增加尚未完全实现。</blockquote></p><p> Shares of Nvidia slumped 2.5% during Tuesday’s regular session to $194.58, but have gained 48% this year. The benchmark PHLX Semiconductor index gained 16% in 2021.</p><p><blockquote>Nvidia股价在周二常规交易中下跌2.5%,至194.58美元,但今年已上涨48%。基准PHLX半导体指数在2021年上涨了16%。</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>Nvidia Reports Earnings Wednesday. Here’s Why Cryptocurrencies Matter.<blockquote>英伟达周三公布财报。这就是加密货币很重要的原因。</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\">\nNvidia Reports Earnings Wednesday. Here’s Why Cryptocurrencies Matter.<blockquote>英伟达周三公布财报。这就是加密货币很重要的原因。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-18 08:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tucked away in the numbers that Nvidia will post Wednesday is revenue from cryptocurrency mining chips. Investors should keep an eye on the total.</p><p><blockquote>英伟达将于周三公布的数据中隐藏着来自加密货币挖矿芯片的收入。投资者应密切关注总数。</blockquote></p><p> Why is simple: The peaks and valleys of crypto prices make it tough to peg demand for the chips, which the miners who handle the transactions need. And Nvidia (ticker: NVDA) earnings has gotten burned before when crypto prices tanked.</p><p><blockquote>原因很简单:加密货币价格的高峰和低谷使得很难确定处理交易的矿工所需的芯片需求。当加密货币价格暴跌时,英伟达(股票代码:NVDA)的盈利也曾遭受过损失。</blockquote></p><p> This year, though, Nvidia has done two things to protect itself: Maybe most important, it changed the design of its videogame chips that crypto miners co-optedfor their business. And the company started making a version just for miners.</p><p><blockquote>不过,今年,英伟达做了两件事来保护自己:也许最重要的是,它改变了加密货币矿工为其业务所采用的视频游戏芯片的设计。该公司开始专门为矿工制作一个版本。</blockquote></p><p> The new chips arewhat Nvidia tracks as crypto revenue because it can’t accurately track how many videogame chips are being used for mining.</p><p><blockquote>新芯片是英伟达跟踪的加密收入,因为它无法准确跟踪有多少视频游戏芯片被用于挖矿。</blockquote></p><p> The company’s finance chief, Colette Kress, has forecast $400 million in crypto chip sales for the second quarter—more than double first-quarter revenue of $155 million.The consensus revenue estimate for the segment that includes mining chips is $537.5 million, up from $327 million sequentially in the first quarter.</p><p><blockquote>该公司财务主管Colette Kress预测第二季度加密芯片销售额为4亿美元,是第一季度1.55亿美元收入的两倍多。包括挖矿芯片在内的该部门的普遍收入预期为5.375亿美元,高于第一季度的3.27亿美元。</blockquote></p><p> Just like the results for any other company, investors want the actual numbers to at least match—and better yet beat—Kress’ estimates.</p><p><blockquote>就像任何其他公司的业绩一样,投资者希望实际数字至少符合——甚至更好地超过——克雷斯的估计。</blockquote></p><p> BMO Capital Markets analyst Ambrish Srivastava has put forward several estimates on the true size of Nvidia’s mining business—the new chips added to the videogame chips.</p><p><blockquote>BMO资本市场分析师Ambrish Srivastava对英伟达挖矿业务的真实规模提出了几项估计——视频游戏芯片中添加的新芯片。</blockquote></p><p> For the second quarter, Srivastava predicts $450 million in crypto revenue, which isn’t far off the company’s forecast; his estimate for the first quarter was $650 million, which was well above the $155 million Nvidia reported for just its mining chips.</p><p><blockquote>对于第二季度,Srivastava预测加密收入为4.5亿美元,这与公司的预测相差不远;他对第一季度的预期为6.5亿美元,远高于英伟达仅挖矿芯片就报告的1.55亿美元。</blockquote></p><p> Investors should hope that Nvidia—and Srivastava—are close with their numbers so they can have a better idea of just how much exposure the company has to those sometimes-volatile crypto prices. A slump in crypto prices a few years ago translated to a drop in Nvidia’s revenue by nearly a third for four straight quarters.</p><p><blockquote>投资者应该希望Nvidia和Srivastava的数字接近,这样他们就可以更好地了解该公司对这些有时波动的加密货币价格的敞口有多大。几年前加密货币价格的暴跌导致英伟达的收入连续四个季度下降了近三分之一。</blockquote></p><p> The rest of the quarter is fairly typical stuff. Overall, the consensus forecast is for adjusted earnings of $1.01 a share, on revenue of $6.3 billion.</p><p><blockquote>本季度剩下的时间是相当典型的事情。总体而言,市场普遍预测调整后每股收益为1.01美元,营收为63亿美元。</blockquote></p><p> Investors also should pay attention to the data center segment. Chief executive Jensen Huang has talked up the demand around data-center graphics processors, which are often used for artificial intelligence and machine-learning tasks. Wall Street expects data center revenueto grow roughly 30% to $2.3 billion.</p><p><blockquote>投资者还应关注数据中心领域。首席执行官黄仁勋谈到了数据中心图形处理器的需求,这些处理器通常用于人工智能和机器学习任务。华尔街预计数据中心收入将增长约30%,达到23亿美元。</blockquote></p><p> The company’s core videogame chip business is expected to grow 80% to $3 billion. It’s worth looking for commentary from executives about the ongoing global chip shortage. The expected increase in supply hasn’t quite materialized, according to Srivastava.</p><p><blockquote>该公司的核心视频游戏芯片业务预计将增长80%,达到30亿美元。值得寻求高管们对持续的全球芯片短缺的评论。斯里瓦斯塔瓦表示,预期的供应增加尚未完全实现。</blockquote></p><p> Shares of Nvidia slumped 2.5% during Tuesday’s regular session to $194.58, but have gained 48% this year. The benchmark PHLX Semiconductor index gained 16% in 2021.</p><p><blockquote>Nvidia股价在周二常规交易中下跌2.5%,至194.58美元,但今年已上涨48%。基准PHLX半导体指数在2021年上涨了16%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/nvidia-reports-earnings-wednesday-heres-why-cryptocurrencies-matter-51629238799?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":{"NVDA":"英伟达"},"source_url":"https://www.barrons.com/articles/nvidia-reports-earnings-wednesday-heres-why-cryptocurrencies-matter-51629238799?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194174383","content_text":"Tucked away in the numbers that Nvidia will post Wednesday is revenue from cryptocurrency mining chips. Investors should keep an eye on the total.\nWhy is simple: The peaks and valleys of crypto prices make it tough to peg demand for the chips, which the miners who handle the transactions need. And Nvidia (ticker: NVDA) earnings has gotten burned before when crypto prices tanked.\nThis year, though, Nvidia has done two things to protect itself: Maybe most important, it changed the design of its videogame chips that crypto miners co-optedfor their business. And the company started making a version just for miners.\nThe new chips arewhat Nvidia tracks as crypto revenue because it can’t accurately track how many videogame chips are being used for mining.\nThe company’s finance chief, Colette Kress, has forecast $400 million in crypto chip sales for the second quarter—more than double first-quarter revenue of $155 million.The consensus revenue estimate for the segment that includes mining chips is $537.5 million, up from $327 million sequentially in the first quarter.\nJust like the results for any other company, investors want the actual numbers to at least match—and better yet beat—Kress’ estimates.\nBMO Capital Markets analyst Ambrish Srivastava has put forward several estimates on the true size of Nvidia’s mining business—the new chips added to the videogame chips.\nFor the second quarter, Srivastava predicts $450 million in crypto revenue, which isn’t far off the company’s forecast; his estimate for the first quarter was $650 million, which was well above the $155 million Nvidia reported for just its mining chips.\nInvestors should hope that Nvidia—and Srivastava—are close with their numbers so they can have a better idea of just how much exposure the company has to those sometimes-volatile crypto prices. A slump in crypto prices a few years ago translated to a drop in Nvidia’s revenue by nearly a third for four straight quarters.\nThe rest of the quarter is fairly typical stuff. Overall, the consensus forecast is for adjusted earnings of $1.01 a share, on revenue of $6.3 billion.\nInvestors also should pay attention to the data center segment. Chief executive Jensen Huang has talked up the demand around data-center graphics processors, which are often used for artificial intelligence and machine-learning tasks. Wall Street expects data center revenueto grow roughly 30% to $2.3 billion.\nThe company’s core videogame chip business is expected to grow 80% to $3 billion. It’s worth looking for commentary from executives about the ongoing global chip shortage. The expected increase in supply hasn’t quite materialized, according to Srivastava.\nShares of Nvidia slumped 2.5% during Tuesday’s regular session to $194.58, but have gained 48% this year. The benchmark PHLX Semiconductor index gained 16% in 2021.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898159935,"gmtCreate":1628479524627,"gmtModify":1631892424619,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577395115935697","idStr":"3577395115935697"},"themes":[],"htmlText":"Like plz","listText":"Like plz","text":"Like plz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/898159935","repostId":"1136322726","repostType":4,"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881608848,"gmtCreate":1631327478084,"gmtModify":1631889918879,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577395115935697","idStr":"3577395115935697"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/881608848","repostId":"2166711943","repostType":2,"isVote":1,"tweetType":1,"viewCount":755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819109416,"gmtCreate":1630039687135,"gmtModify":1704955034388,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577395115935697","idStr":"3577395115935697"},"themes":[],"htmlText":"Never heard of this stock before [呆住] ","listText":"Never heard of this stock before [呆住] ","text":"Never heard of this stock before [呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/819109416","repostId":"2162090400","repostType":4,"isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600415786,"gmtCreate":1638186833078,"gmtModify":1638186833310,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577395115935697","idStr":"3577395115935697"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/600415786","repostId":"1180553445","repostType":4,"repost":{"id":"1180553445","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":1638177356,"share":"https://www.laohu8.com/m/news/1180553445?lang=zh_CN&edition=full","pubTime":"2021-11-29 17:15","market":"us","language":"en","title":"Tesla stock rallied nearly 3% in premarket trading<blockquote>特斯拉股价在盘前交易中上涨近3%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180553445","media":"Tiger Newspress","summary":"Tesla stock rallied nearly 3% in premarket trading as it to start production in Germany in December,","content":"<p>Tesla stock rallied nearly 3% in premarket trading as it to start production in Germany in December,according to Automobilwoche.</p><p><blockquote>据Automobilwoche报道,特斯拉股价在盘前交易中上涨近3%,该公司将于12月在德国开始生产。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c924dd7ad062e13f25605d196e86462b\" tg-width=\"853\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Tesla Inc. will launch its overdue German production operations in December, Automobilwoche reported, estimating as many as 30,000 vehicles will be manufactured there in the first half of 2022.</p><p><blockquote>据Automobilwoche报道,特斯拉公司将于12月启动其迟来的德国生产业务,预计2022年上半年德国将生产多达30,000辆汽车。</blockquote></p><p> Production was to have begun in July but was delayed because the company hadn’t received environmental clearance. Local regulators are expected to grant the necessary permits within days, the magazine said, without reporting where it received its information.</p><p><blockquote>生产原定于7月开始,但由于该公司尚未获得环境许可而被推迟。该杂志称,当地监管机构预计将在几天内授予必要的许可,但没有报告从哪里收到信息。</blockquote></p><p> Five units of Model Y have already been completed at the Gigafactory near Berlin, though not on the production line. In January, serial production will start with 1,000 cars per week and gradually increase, according to Automobilwoche.</p><p><blockquote>柏林附近的超级工厂已经完成了五台Model Y,但尚未上生产线。据Automobilwoche称,1月份,批量生产将从每周1,000辆汽车开始,并逐渐增加。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla stock rallied nearly 3% in premarket trading<blockquote>特斯拉股价在盘前交易中上涨近3%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla stock rallied nearly 3% in premarket trading<blockquote>特斯拉股价在盘前交易中上涨近3%</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\">2021-11-29 17:15</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla stock rallied nearly 3% in premarket trading as it to start production in Germany in December,according to Automobilwoche.</p><p><blockquote>据Automobilwoche报道,特斯拉股价在盘前交易中上涨近3%,该公司将于12月在德国开始生产。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c924dd7ad062e13f25605d196e86462b\" tg-width=\"853\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Tesla Inc. will launch its overdue German production operations in December, Automobilwoche reported, estimating as many as 30,000 vehicles will be manufactured there in the first half of 2022.</p><p><blockquote>据Automobilwoche报道,特斯拉公司将于12月启动其迟来的德国生产业务,预计2022年上半年德国将生产多达30,000辆汽车。</blockquote></p><p> Production was to have begun in July but was delayed because the company hadn’t received environmental clearance. Local regulators are expected to grant the necessary permits within days, the magazine said, without reporting where it received its information.</p><p><blockquote>生产原定于7月开始,但由于该公司尚未获得环境许可而被推迟。该杂志称,当地监管机构预计将在几天内授予必要的许可,但没有报告从哪里收到信息。</blockquote></p><p> Five units of Model Y have already been completed at the Gigafactory near Berlin, though not on the production line. In January, serial production will start with 1,000 cars per week and gradually increase, according to Automobilwoche.</p><p><blockquote>柏林附近的超级工厂已经完成了五台Model Y,但尚未上生产线。据Automobilwoche称,1月份,批量生产将从每周1,000辆汽车开始,并逐渐增加。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180553445","content_text":"Tesla stock rallied nearly 3% in premarket trading as it to start production in Germany in December,according to Automobilwoche.\n\nTesla Inc. will launch its overdue German production operations in December, Automobilwoche reported, estimating as many as 30,000 vehicles will be manufactured there in the first half of 2022.\nProduction was to have begun in July but was delayed because the company hadn’t received environmental clearance. Local regulators are expected to grant the necessary permits within days, the magazine said, without reporting where it received its information.\nFive units of Model Y have already been completed at the Gigafactory near Berlin, though not on the production line. In January, serial production will start with 1,000 cars per week and gradually increase, according to Automobilwoche.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1933,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861796484,"gmtCreate":1632536119048,"gmtModify":1632799289905,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577395115935697","idStr":"3577395115935697"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/861796484","repostId":"2170611559","repostType":2,"isVote":1,"tweetType":1,"viewCount":867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859097903,"gmtCreate":1634635430538,"gmtModify":1634635430814,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577395115935697","idStr":"3577395115935697"},"themes":[],"htmlText":"More good news pls!","listText":"More good news pls!","text":"More good news pls!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859097903","repostId":"1185133403","repostType":4,"repost":{"id":"1185133403","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":1634631070,"share":"https://www.laohu8.com/m/news/1185133403?lang=zh_CN&edition=full","pubTime":"2021-10-19 16:11","market":"us","language":"en","title":"Alibaba rose nearly 2% in premarket trading as it unveils one of China’s most advanced chips<blockquote>阿里巴巴-SW盘前涨近2%,推出国内最先进芯片之一</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1185133403","media":"Tiger Newspress","summary":"Alibaba rose nearly 2% in premarket trading, and its stocks’ price in Hong Kong jumped 1.17% on Tuesday.The company unveiled a new server chip that’s based on advanced 5-nanometer technology, marking a milestone in China’s pursuit of semiconductor self-sufficiency.The newest chip is based on micro-architecture provided by the SoftBank Group Corp.-owned Arm Ltd., according to a statement Tuesday. Alibaba, which is holding its annual cloud summit in Hangzhou, said the silicon will be put to use in","content":"<p>Alibaba rose nearly 2% in premarket trading, and its stocks’ price in Hong Kong jumped 1.17% on Tuesday.</p><p><blockquote>阿里巴巴-SW盘前交易中上涨近2%,其在港股价周二上涨1.17%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/64d09abc429be4e1672683409ffa01e3\" tg-width=\"768\" tg-height=\"371\" width=\"100%\" height=\"auto\"></p><p><blockquote> </blockquote></p><p> The company unveiled a new server chip that’s based on advanced 5-nanometer technology, marking a milestone in China’s pursuit of semiconductor self-sufficiency. </p><p><blockquote>该公司推出了一款基于先进5纳米技术的新型服务器芯片,标志着中国追求半导体自给自足的一个里程碑。</blockquote></p><p> The newest chip is based on micro-architecture provided by the SoftBank Group Corp.-owned Arm Ltd., according to a statement Tuesday. Alibaba, which is holding its annual cloud summit in Hangzhou, said the silicon will be put to use in its own data centers in the “near future” and will not be sold commercially, at least for now.</p><p><blockquote>根据周二的一份声明,最新的芯片基于软银集团旗下的Arm Ltd.提供的微架构。正在杭州举行年度云峰会的阿里巴巴-SW表示,这种硅将在“不久的将来”在自己的数据中心投入使用,至少目前不会进行商业销售。</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>Alibaba rose nearly 2% in premarket trading as it unveils one of China’s most advanced chips<blockquote>阿里巴巴-SW盘前涨近2%,推出国内最先进芯片之一</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\">\nAlibaba rose nearly 2% in premarket trading as it unveils one of China’s most advanced chips<blockquote>阿里巴巴-SW盘前涨近2%,推出国内最先进芯片之一</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-19 16:11</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Alibaba rose nearly 2% in premarket trading, and its stocks’ price in Hong Kong jumped 1.17% on Tuesday.</p><p><blockquote>阿里巴巴-SW盘前交易中上涨近2%,其在港股价周二上涨1.17%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/64d09abc429be4e1672683409ffa01e3\" tg-width=\"768\" tg-height=\"371\" width=\"100%\" height=\"auto\"></p><p><blockquote> </blockquote></p><p> The company unveiled a new server chip that’s based on advanced 5-nanometer technology, marking a milestone in China’s pursuit of semiconductor self-sufficiency. </p><p><blockquote>该公司推出了一款基于先进5纳米技术的新型服务器芯片,标志着中国追求半导体自给自足的一个里程碑。</blockquote></p><p> The newest chip is based on micro-architecture provided by the SoftBank Group Corp.-owned Arm Ltd., according to a statement Tuesday. Alibaba, which is holding its annual cloud summit in Hangzhou, said the silicon will be put to use in its own data centers in the “near future” and will not be sold commercially, at least for now.</p><p><blockquote>根据周二的一份声明,最新的芯片基于软银集团旗下的Arm Ltd.提供的微架构。正在杭州举行年度云峰会的阿里巴巴-SW表示,这种硅将在“不久的将来”在自己的数据中心投入使用,至少目前不会进行商业销售。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185133403","content_text":"Alibaba rose nearly 2% in premarket trading, and its stocks’ price in Hong Kong jumped 1.17% on Tuesday.\n \nThe company unveiled a new server chip that’s based on advanced 5-nanometer technology, marking a milestone in China’s pursuit of semiconductor self-sufficiency. \nThe newest chip is based on micro-architecture provided by the SoftBank Group Corp.-owned Arm Ltd., according to a statement Tuesday. Alibaba, which is holding its annual cloud summit in Hangzhou, said the silicon will be put to use in its own data centers in the “near future” and will not be sold commercially, at least for now.","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":832835422,"gmtCreate":1629604913166,"gmtModify":1631889918890,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577395115935697","idStr":"3577395115935697"},"themes":[],"htmlText":"There are still many who support elon musk's long term vision and is supporting tesla's share price[摊手] ","listText":"There are still many who support elon musk's long term vision and is supporting tesla's share price[摊手] ","text":"There are still many who support elon musk's long term vision and is supporting tesla's share price[摊手]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/832835422","repostId":"1107075259","repostType":4,"repost":{"id":"1107075259","kind":"news","pubTimestamp":1629509852,"share":"https://www.laohu8.com/m/news/1107075259?lang=zh_CN&edition=full","pubTime":"2021-08-21 09:37","market":"us","language":"en","title":"Ignore Elon Musk’s dancing distraction and face the dangers ahead for Tesla<blockquote>忽略Elon Musk跳舞的干扰,面对特斯拉未来的危险</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1107075259","media":"MarketWatch","summary":"Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology aspirations and timelines.$Investors$ should ignore Elon Musk’s latest dance and focus instead on the growing issues Tesla is facing because of its chief executive’s exaggerated claims about his company’s technological capabilities.At $Tesla Motors$’s AI Day late Thursday, self-named Technoking Musk said th","content":"<p> <b>Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology aspirations and timelines.</b> <a href=\"https://laohu8.com/S/ISBC\">Investors</a> should ignore Elon Musk’s latest dance and focus instead on the growing issues Tesla is facing because of its chief executive’s exaggerated claims about his company’s technological capabilities.</p><p><blockquote><b>对自动驾驶系统的调查以及这家电动汽车公司及其首席执行官就此发表的声明比他们最新的异想天开的技术愿望和时间表更值得关注。</b><a href=\"https://laohu8.com/S/ISBC\">投资者</a>应该忽略Elon Musk的最新舞蹈,而是关注特斯拉因首席执行官夸大其公司技术能力而面临的日益严重的问题。</blockquote></p><p> At <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>’s AI Day late Thursday, self-named Technoking Musk said that the company is working on a humanoid robot as “Tesla is arguably the world’s biggest robotics company because our cars are like semi-sentient robots on wheels.”</p><p><blockquote>在<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>周四晚些时候,自称Technoking Musk的马斯克表示,该公司正在开发一款人形机器人,因为“特斯拉可以说是世界上最大的机器人公司,因为我们的汽车就像轮子上的半感知机器人。”</blockquote></p><p> After a white-suited human did a brief dance for the believers in the audience and on a livestream, Musk came on the stage and showed only computer-generated images of a 5’8″ humanoid robot thathe claimed Tesla will produce a prototype of sometime next year. He inferred it could be used for manufacturing or boring repetitive tasks, like grocery shopping and will have a full self-driving computer.</p><p><blockquote>在一名身穿白色西装的人类为观众和直播中的信徒跳了一支简短的舞蹈后,马斯克走上舞台,只展示了一个5英尺8英寸的人形机器人的计算机生成图像,马斯克声称特斯拉将在明年的某个时候生产出一个原型。他推断它可以用于制造或无聊的重复性任务,例如杂货店购物,并且将配备全自动驾驶计算机。</blockquote></p><p> As always with Musk and Tesla, the timeline is highly doubtful to anyone with basic knowledge of the technology in question. Fortunately, the antics did not fool everyone on Wall Street, some of whom may be getting tired of his shenanigans.</p><p><blockquote>和马斯克和特斯拉一样,对于任何对相关技术有基本了解的人来说,时间表都是非常值得怀疑的。幸运的是,这些滑稽动作并没有愚弄华尔街的所有人,其中一些人可能已经厌倦了他的恶作剧。</blockquote></p><p> “Unfortunately, as we have seen with robotaxis and other future sci-fi projects for Musk, we view this Tesla Bot as an absolute head scratcher that will further agitate investors at a time the Street is showing growing concern around rising EV competition and safety issues for Tesla,” said Dan Ives, a Wedbush Securities analyst, in a note to clients early Friday.</p><p><blockquote>“不幸的是,正如我们在机器人出租车和马斯克未来的其他科幻项目中所看到的那样,我们认为这款特斯拉机器人绝对令人挠头,在华尔街对电动汽车竞争和安全日益担忧之际,它将进一步激怒投资者。特斯拉的问题,”韦德布什证券分析师Dan Ives在周五早些时候给客户的一份报告中表示。</blockquote></p><p> The safety issues Ives mentions are what investors should be attuned to right now, because it appears the government is finally stepping up and taking note of a problem this column has long pointed out: Musk repeatedly oversells the current and near-term potential for his automotive autonomy advanced technology.</p><p><blockquote>艾夫斯提到的安全问题是投资者现在应该关注的问题,因为政府似乎终于站出来并注意到本专栏长期以来指出的一个问题:马斯克一再高估其汽车自动驾驶先进技术的当前和近期潜力。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> a day before Thursday’s “AI Day” spectacle,two U.S. senators asked the Federal Trade Commission to investigate both Tesla’s and Musk’s “repeated overstatements of their vehicles’ capabilities”in regards to the marketing of Tesla’s “Full Self Driving” product. Tesla charges thousands of dollars at purchase (or as little as $100 a month) for software that is nowhere near full self-driving, a practice that has already led toa recent review by California Department of Motor Vehiclesanda German ruling that Tesla could not market the product as such.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>在周四“人工智能日”奇观的前一天,两名美国参议员要求联邦贸易委员会调查特斯拉和马斯克在特斯拉“全自动驾驶”产品营销方面“一再夸大其车辆功能”的行为。特斯拉对远未完全自动驾驶的软件在购买时收取数千美元(或每月低至100美元)的费用,这种做法已经导致加州机动车辆管理局最近进行审查,德国裁定特斯拉不能销售该产品本身。</blockquote></p><p> “Language matters,” said Selika Talbott, a professorial lecturer in the department of public administration and policy at <a href=\"https://laohu8.com/S/AFG\">American</a> University in <a href=\"https://laohu8.com/S/WASH\">Washington</a> DC. “The use of this terminology is false and misleading and unsafe for the general public. The notions of assisted driving and autonomous vehicles and their differences are not fully understood by the general public.”</p><p><blockquote>“语言很重要,”塞利卡·塔尔博特(Selika Talbott)说。<a href=\"https://laohu8.com/S/AFG\">美国的</a>大学在<a href=\"https://laohu8.com/S/WASH\">华盛顿州</a>直流电。“这个术语的使用是错误的、误导性的,对公众来说是不安全的。辅助驾驶和自动驾驶汽车的概念及其区别并没有被公众完全理解。”</blockquote></p><p> “Tesla has highly assisted technology in their vehicle, but at no point should anyone behind the wheel think that vehicle can drive itself, because it can’t,” Talbott said.</p><p><blockquote>塔尔博特说:“特斯拉在他们的车辆中配备了高度辅助技术,但任何驾驶人员都不应该认为车辆可以自动驾驶,因为它不能。”</blockquote></p><p> The week began with news of a federal investigation into Tesla’s Autopilot system after cars using the feature crashed into stopped emergency vehicles.The <a href=\"https://laohu8.com/S/NHLD\">National</a> <a href=\"https://laohu8.com/S/HIHO\">Highway</a> Traffic Safety Administration is looking into a series of crashesby Tesla cars that had the advanced driver-assistance system enabled. NHTSA said that itopened an inquiry into 11 Tesla crashesthat involved emergency vehicles, while still investigating a series of collisions involving cars enabled with <a href=\"https://laohu8.com/S/AEIS\">Advanced</a> Driver Assistance Systems (ADAS) and tractor-trailers.</p><p><blockquote>本周伊始,有消息称,使用该功能的汽车撞上了停下来的紧急车辆,联邦政府对特斯拉的自动驾驶系统进行了调查。<a href=\"https://laohu8.com/S/NHLD\">国家的</a><a href=\"https://laohu8.com/S/HIHO\">公路</a>交通安全管理局正在调查一系列启用了高级驾驶员辅助系统的特斯拉汽车发生的撞车事故。NHTSA表示,已对11起涉及紧急车辆的特斯拉事故展开调查,同时仍在调查一系列涉及启用紧急车辆的汽车的碰撞事故<a href=\"https://laohu8.com/S/AEIS\">先进的</a>驾驶员辅助系统(ADAS)和牵引车拖车。</blockquote></p><p> The latest outcry on Capitol <a href=\"https://laohu8.com/S/HIL\">Hill</a> follows a stream of news reports and/or social media posts and YouTube videos of drivers engaging in extremely risky behavior while testing the so-called self-driving features of their Tesla. In May, Steven Michael Hendrickson,a 35-year-old father of two in Fontana, Calif., died when his Tesla hit an overturned semitruck. Earlier he had posted videos of driving without his hands on the wheel of his car on the freeway, but the NHTSA was still investigating the role of Autopilot in the crash.</p><p><blockquote>国会大厦的最新抗议<a href=\"https://laohu8.com/S/HIL\">山丘</a>关注一系列新闻报道和/或社交媒体帖子和YouTube视频,这些视频显示司机在测试特斯拉的所谓自动驾驶功能时做出了极其危险的行为。今年5月,加利福尼亚州丰塔纳市35岁的两个孩子的父亲Steven Michael Hendrickson在他的特斯拉撞上一辆翻倒的半挂卡车时死亡。早些时候,他发布了在高速公路上双手不放在方向盘上驾驶的视频,但NHTSA仍在调查自动驾驶仪在事故中的作用。</blockquote></p><p> “The vehicles that Tesla is producing are driver-assisted systems,” said Bryan Reimer, a research scientist at the MIT Center for Transportation and Logistics. “They are assisting the driver, and the driver needs to maintain vigilance.”</p><p><blockquote>“特斯拉正在生产的车辆是驾驶辅助系统,”麻省理工学院运输和物流中心的研究科学家布莱恩·赖默说。“他们在协助司机,司机需要保持警惕。”</blockquote></p><p></p><p> It is important to note the difference between Tesla’s dual products with misleading names. “Autopilot” is an ADAS system, a highly advanced version of cruise control meant for highway driving that enables “your car to steer, accelerate and brake automatically within its lane under your active supervision, assisting with the most burdensome parts of driving,” according to Tesla’s website. Tesla also offers the “FSD” package, now available by a subscription of $99 to $199 a month, which it describes as “access to a suite of more advanced driver assistance features, designed to provide more active guidance and assisted driving under your active supervision.”</p><p><blockquote>值得注意的是,特斯拉具有误导性名称的双产品之间的差异。“Autopilot”是一种ADAS系统,是一种高度先进的巡航控制版本,适用于高速公路驾驶,使“您的汽车能够在您的主动监督下在车道内自动转向、加速和制动,协助驾驶中最繁重的部分”。特斯拉的网站。特斯拉还提供“FSD”套餐,现在每月订阅费用为99至199美元,其将其描述为“访问一套更先进的驾驶员辅助功能,旨在在您的主动监督下提供更主动的指导和辅助驾驶。”</blockquote></p><p> If only Musk described these systems in a similar manner to the official website. In analyst conference calls and in Tesla’s multi-hour long presentations to its fan base, Musk has been proclaiming that with this software, full autonomy is around the corner.</p><p><blockquote>要是马斯克用和官网类似的方式描述这些系统就好了。在评级分析师会议上以及特斯拉向其粉丝群进行的长达数小时的演示中,马斯克一直宣称,有了这款软件,完全自主指日可待。</blockquote></p><p> “We basically have to solve real-world vision AI and we are,” he said in an earnings call in April. “And the key to solving this is also having some massive data set. So just having well over <a href=\"https://laohu8.com/S/AONE.U\">one</a> million cars on the road that are collecting data… But I am highly confident that we will get this done.”</p><p><blockquote>“我们基本上必须解决现实世界的视觉人工智能,我们确实做到了,”他在4月份的财报看涨期权上表示。“解决这个问题的关键还在于拥有一些大规模的数据集。所以只要有足够的数据集<a href=\"https://laohu8.com/S/AONE.U\">一</a>道路上有数百万辆汽车正在收集数据……但我非常有信心我们能够完成这项工作。”</blockquote></p><p> But for all of Musk’s bluster and huge fan base, investors are starting to note that the company’s tactics involving full self-driving technology are dangerous, as opposed to the other companies that are testing autonomous vehicles.</p><p><blockquote>但尽管马斯克夸夸其谈,拥有庞大的粉丝群,但投资者开始注意到,与其他正在测试自动驾驶汽车的公司相比,该公司涉及全自动驾驶技术的策略是危险的。</blockquote></p><p> For example, <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc.’sGOOGGOOGLWaymo, the company with the most hours of autonomous vehicle driving, is currently operating a small scale robotaxi service in parts of Arizona around Phoenix that are not densely populated, without human drivers. It is the only one of its kind in the U.S. In California, Waymo has permits from the DMV to conduct AV testing with a human driver behind the wheel.</p><p><blockquote>例如,<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>Inc.旗下的GOOGGOOGLWaymo是自动驾驶汽车时间最长的公司,目前正在亚利桑那州凤凰城周围人口不稠密的地区运营小规模机器人出租车服务,没有人类司机。这是美国唯一一家此类公司。在加利福尼亚州,Waymo获得了DMV的许可,可以在人类驾驶员驾驶的情况下进行AV测试。</blockquote></p><p> “Waymo cannot just start selling their AVs to anyone, and they can’t just drive them on the roadway, our regulatory system does not allow for that,” Talbott of <a href=\"https://laohu8.com/S/AMSWA\">American</a> University said. “You can test them but no publicly available self-driving car is on the market for purchase because it doesn’t exist.”</p><p><blockquote>“Waymo不能开始向任何人出售他们的自动驾驶汽车,他们也不能只是在道路上驾驶它们,我们的监管体系不允许这样做,”<a href=\"https://laohu8.com/S/AMSWA\">美国的</a>大学表示。“你可以测试它们,但市场上没有公开的自动驾驶汽车可供购买,因为它不存在。”</blockquote></p><p> With FSD testing being done in the real world with untrained drivers, Tesla is conducting the equivalent of clinical trials of a new drug without any professional hourly or daily monitoring of the patient.</p><p><blockquote>随着FSD测试在现实世界中由未经训练的驾驶员进行,特斯拉正在进行相当于新药临床试验的试验,而无需对患者进行任何专业的每小时或每天监测。</blockquote></p><p> “They are calling it beta, it is a beta system, they are exposing people to substantive risk,” Reimer said.</p><p><blockquote>“他们称之为测试版,这是一个测试版系统,他们让人们面临重大风险,”赖默说。</blockquote></p><p> Musk’s latest bot is yet another distraction, much like the flame thrower in 2018 sold by his Boring Company, his unwanted assistance to try and help the boys stuck in a cave in Thailand, and other projects. Investors should not let these distractions get in the way of the real issues that Musk seems to be refusing to acknowledge as he continues to oversell his company’s technological abilities.</p><p><blockquote>马斯克的最新机器人是另一个干扰,就像他的Boring Company在2018年出售的火焰喷射器、他试图帮助被困在泰国洞穴中的男孩的不必要的帮助以及其他项目一样。投资者不应该让这些干扰妨碍马斯克似乎拒绝承认的真正问题,因为他继续夸大公司的技术能力。</blockquote></p><p></p>","source":"market_watch","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>Ignore Elon Musk’s dancing distraction and face the dangers ahead for Tesla<blockquote>忽略Elon Musk跳舞的干扰,面对特斯拉未来的危险</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\">\nIgnore Elon Musk’s dancing distraction and face the dangers ahead for Tesla<blockquote>忽略Elon Musk跳舞的干扰,面对特斯拉未来的危险</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-21 09:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p> <b>Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology aspirations and timelines.</b> <a href=\"https://laohu8.com/S/ISBC\">Investors</a> should ignore Elon Musk’s latest dance and focus instead on the growing issues Tesla is facing because of its chief executive’s exaggerated claims about his company’s technological capabilities.</p><p><blockquote><b>对自动驾驶系统的调查以及这家电动汽车公司及其首席执行官就此发表的声明比他们最新的异想天开的技术愿望和时间表更值得关注。</b><a href=\"https://laohu8.com/S/ISBC\">投资者</a>应该忽略Elon Musk的最新舞蹈,而是关注特斯拉因首席执行官夸大其公司技术能力而面临的日益严重的问题。</blockquote></p><p> At <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>’s AI Day late Thursday, self-named Technoking Musk said that the company is working on a humanoid robot as “Tesla is arguably the world’s biggest robotics company because our cars are like semi-sentient robots on wheels.”</p><p><blockquote>在<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>周四晚些时候,自称Technoking Musk的马斯克表示,该公司正在开发一款人形机器人,因为“特斯拉可以说是世界上最大的机器人公司,因为我们的汽车就像轮子上的半感知机器人。”</blockquote></p><p> After a white-suited human did a brief dance for the believers in the audience and on a livestream, Musk came on the stage and showed only computer-generated images of a 5’8″ humanoid robot thathe claimed Tesla will produce a prototype of sometime next year. He inferred it could be used for manufacturing or boring repetitive tasks, like grocery shopping and will have a full self-driving computer.</p><p><blockquote>在一名身穿白色西装的人类为观众和直播中的信徒跳了一支简短的舞蹈后,马斯克走上舞台,只展示了一个5英尺8英寸的人形机器人的计算机生成图像,马斯克声称特斯拉将在明年的某个时候生产出一个原型。他推断它可以用于制造或无聊的重复性任务,例如杂货店购物,并且将配备全自动驾驶计算机。</blockquote></p><p> As always with Musk and Tesla, the timeline is highly doubtful to anyone with basic knowledge of the technology in question. Fortunately, the antics did not fool everyone on Wall Street, some of whom may be getting tired of his shenanigans.</p><p><blockquote>和马斯克和特斯拉一样,对于任何对相关技术有基本了解的人来说,时间表都是非常值得怀疑的。幸运的是,这些滑稽动作并没有愚弄华尔街的所有人,其中一些人可能已经厌倦了他的恶作剧。</blockquote></p><p> “Unfortunately, as we have seen with robotaxis and other future sci-fi projects for Musk, we view this Tesla Bot as an absolute head scratcher that will further agitate investors at a time the Street is showing growing concern around rising EV competition and safety issues for Tesla,” said Dan Ives, a Wedbush Securities analyst, in a note to clients early Friday.</p><p><blockquote>“不幸的是,正如我们在机器人出租车和马斯克未来的其他科幻项目中所看到的那样,我们认为这款特斯拉机器人绝对令人挠头,在华尔街对电动汽车竞争和安全日益担忧之际,它将进一步激怒投资者。特斯拉的问题,”韦德布什证券分析师Dan Ives在周五早些时候给客户的一份报告中表示。</blockquote></p><p> The safety issues Ives mentions are what investors should be attuned to right now, because it appears the government is finally stepping up and taking note of a problem this column has long pointed out: Musk repeatedly oversells the current and near-term potential for his automotive autonomy advanced technology.</p><p><blockquote>艾夫斯提到的安全问题是投资者现在应该关注的问题,因为政府似乎终于站出来并注意到本专栏长期以来指出的一个问题:马斯克一再高估其汽车自动驾驶先进技术的当前和近期潜力。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> a day before Thursday’s “AI Day” spectacle,two U.S. senators asked the Federal Trade Commission to investigate both Tesla’s and Musk’s “repeated overstatements of their vehicles’ capabilities”in regards to the marketing of Tesla’s “Full Self Driving” product. Tesla charges thousands of dollars at purchase (or as little as $100 a month) for software that is nowhere near full self-driving, a practice that has already led toa recent review by California Department of Motor Vehiclesanda German ruling that Tesla could not market the product as such.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>在周四“人工智能日”奇观的前一天,两名美国参议员要求联邦贸易委员会调查特斯拉和马斯克在特斯拉“全自动驾驶”产品营销方面“一再夸大其车辆功能”的行为。特斯拉对远未完全自动驾驶的软件在购买时收取数千美元(或每月低至100美元)的费用,这种做法已经导致加州机动车辆管理局最近进行审查,德国裁定特斯拉不能销售该产品本身。</blockquote></p><p> “Language matters,” said Selika Talbott, a professorial lecturer in the department of public administration and policy at <a href=\"https://laohu8.com/S/AFG\">American</a> University in <a href=\"https://laohu8.com/S/WASH\">Washington</a> DC. “The use of this terminology is false and misleading and unsafe for the general public. The notions of assisted driving and autonomous vehicles and their differences are not fully understood by the general public.”</p><p><blockquote>“语言很重要,”塞利卡·塔尔博特(Selika Talbott)说。<a href=\"https://laohu8.com/S/AFG\">美国的</a>大学在<a href=\"https://laohu8.com/S/WASH\">华盛顿州</a>直流电。“这个术语的使用是错误的、误导性的,对公众来说是不安全的。辅助驾驶和自动驾驶汽车的概念及其区别并没有被公众完全理解。”</blockquote></p><p> “Tesla has highly assisted technology in their vehicle, but at no point should anyone behind the wheel think that vehicle can drive itself, because it can’t,” Talbott said.</p><p><blockquote>塔尔博特说:“特斯拉在他们的车辆中配备了高度辅助技术,但任何驾驶人员都不应该认为车辆可以自动驾驶,因为它不能。”</blockquote></p><p> The week began with news of a federal investigation into Tesla’s Autopilot system after cars using the feature crashed into stopped emergency vehicles.The <a href=\"https://laohu8.com/S/NHLD\">National</a> <a href=\"https://laohu8.com/S/HIHO\">Highway</a> Traffic Safety Administration is looking into a series of crashesby Tesla cars that had the advanced driver-assistance system enabled. NHTSA said that itopened an inquiry into 11 Tesla crashesthat involved emergency vehicles, while still investigating a series of collisions involving cars enabled with <a href=\"https://laohu8.com/S/AEIS\">Advanced</a> Driver Assistance Systems (ADAS) and tractor-trailers.</p><p><blockquote>本周伊始,有消息称,使用该功能的汽车撞上了停下来的紧急车辆,联邦政府对特斯拉的自动驾驶系统进行了调查。<a href=\"https://laohu8.com/S/NHLD\">国家的</a><a href=\"https://laohu8.com/S/HIHO\">公路</a>交通安全管理局正在调查一系列启用了高级驾驶员辅助系统的特斯拉汽车发生的撞车事故。NHTSA表示,已对11起涉及紧急车辆的特斯拉事故展开调查,同时仍在调查一系列涉及启用紧急车辆的汽车的碰撞事故<a href=\"https://laohu8.com/S/AEIS\">先进的</a>驾驶员辅助系统(ADAS)和牵引车拖车。</blockquote></p><p> The latest outcry on Capitol <a href=\"https://laohu8.com/S/HIL\">Hill</a> follows a stream of news reports and/or social media posts and YouTube videos of drivers engaging in extremely risky behavior while testing the so-called self-driving features of their Tesla. In May, Steven Michael Hendrickson,a 35-year-old father of two in Fontana, Calif., died when his Tesla hit an overturned semitruck. Earlier he had posted videos of driving without his hands on the wheel of his car on the freeway, but the NHTSA was still investigating the role of Autopilot in the crash.</p><p><blockquote>国会大厦的最新抗议<a href=\"https://laohu8.com/S/HIL\">山丘</a>关注一系列新闻报道和/或社交媒体帖子和YouTube视频,这些视频显示司机在测试特斯拉的所谓自动驾驶功能时做出了极其危险的行为。今年5月,加利福尼亚州丰塔纳市35岁的两个孩子的父亲Steven Michael Hendrickson在他的特斯拉撞上一辆翻倒的半挂卡车时死亡。早些时候,他发布了在高速公路上双手不放在方向盘上驾驶的视频,但NHTSA仍在调查自动驾驶仪在事故中的作用。</blockquote></p><p> “The vehicles that Tesla is producing are driver-assisted systems,” said Bryan Reimer, a research scientist at the MIT Center for Transportation and Logistics. “They are assisting the driver, and the driver needs to maintain vigilance.”</p><p><blockquote>“特斯拉正在生产的车辆是驾驶辅助系统,”麻省理工学院运输和物流中心的研究科学家布莱恩·赖默说。“他们在协助司机,司机需要保持警惕。”</blockquote></p><p></p><p> It is important to note the difference between Tesla’s dual products with misleading names. “Autopilot” is an ADAS system, a highly advanced version of cruise control meant for highway driving that enables “your car to steer, accelerate and brake automatically within its lane under your active supervision, assisting with the most burdensome parts of driving,” according to Tesla’s website. Tesla also offers the “FSD” package, now available by a subscription of $99 to $199 a month, which it describes as “access to a suite of more advanced driver assistance features, designed to provide more active guidance and assisted driving under your active supervision.”</p><p><blockquote>值得注意的是,特斯拉具有误导性名称的双产品之间的差异。“Autopilot”是一种ADAS系统,是一种高度先进的巡航控制版本,适用于高速公路驾驶,使“您的汽车能够在您的主动监督下在车道内自动转向、加速和制动,协助驾驶中最繁重的部分”。特斯拉的网站。特斯拉还提供“FSD”套餐,现在每月订阅费用为99至199美元,其将其描述为“访问一套更先进的驾驶员辅助功能,旨在在您的主动监督下提供更主动的指导和辅助驾驶。”</blockquote></p><p> If only Musk described these systems in a similar manner to the official website. In analyst conference calls and in Tesla’s multi-hour long presentations to its fan base, Musk has been proclaiming that with this software, full autonomy is around the corner.</p><p><blockquote>要是马斯克用和官网类似的方式描述这些系统就好了。在评级分析师会议上以及特斯拉向其粉丝群进行的长达数小时的演示中,马斯克一直宣称,有了这款软件,完全自主指日可待。</blockquote></p><p> “We basically have to solve real-world vision AI and we are,” he said in an earnings call in April. “And the key to solving this is also having some massive data set. So just having well over <a href=\"https://laohu8.com/S/AONE.U\">one</a> million cars on the road that are collecting data… But I am highly confident that we will get this done.”</p><p><blockquote>“我们基本上必须解决现实世界的视觉人工智能,我们确实做到了,”他在4月份的财报看涨期权上表示。“解决这个问题的关键还在于拥有一些大规模的数据集。所以只要有足够的数据集<a href=\"https://laohu8.com/S/AONE.U\">一</a>道路上有数百万辆汽车正在收集数据……但我非常有信心我们能够完成这项工作。”</blockquote></p><p> But for all of Musk’s bluster and huge fan base, investors are starting to note that the company’s tactics involving full self-driving technology are dangerous, as opposed to the other companies that are testing autonomous vehicles.</p><p><blockquote>但尽管马斯克夸夸其谈,拥有庞大的粉丝群,但投资者开始注意到,与其他正在测试自动驾驶汽车的公司相比,该公司涉及全自动驾驶技术的策略是危险的。</blockquote></p><p> For example, <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc.’sGOOGGOOGLWaymo, the company with the most hours of autonomous vehicle driving, is currently operating a small scale robotaxi service in parts of Arizona around Phoenix that are not densely populated, without human drivers. It is the only one of its kind in the U.S. In California, Waymo has permits from the DMV to conduct AV testing with a human driver behind the wheel.</p><p><blockquote>例如,<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>Inc.旗下的GOOGGOOGLWaymo是自动驾驶汽车时间最长的公司,目前正在亚利桑那州凤凰城周围人口不稠密的地区运营小规模机器人出租车服务,没有人类司机。这是美国唯一一家此类公司。在加利福尼亚州,Waymo获得了DMV的许可,可以在人类驾驶员驾驶的情况下进行AV测试。</blockquote></p><p> “Waymo cannot just start selling their AVs to anyone, and they can’t just drive them on the roadway, our regulatory system does not allow for that,” Talbott of <a href=\"https://laohu8.com/S/AMSWA\">American</a> University said. “You can test them but no publicly available self-driving car is on the market for purchase because it doesn’t exist.”</p><p><blockquote>“Waymo不能开始向任何人出售他们的自动驾驶汽车,他们也不能只是在道路上驾驶它们,我们的监管体系不允许这样做,”<a href=\"https://laohu8.com/S/AMSWA\">美国的</a>大学表示。“你可以测试它们,但市场上没有公开的自动驾驶汽车可供购买,因为它不存在。”</blockquote></p><p> With FSD testing being done in the real world with untrained drivers, Tesla is conducting the equivalent of clinical trials of a new drug without any professional hourly or daily monitoring of the patient.</p><p><blockquote>随着FSD测试在现实世界中由未经训练的驾驶员进行,特斯拉正在进行相当于新药临床试验的试验,而无需对患者进行任何专业的每小时或每天监测。</blockquote></p><p> “They are calling it beta, it is a beta system, they are exposing people to substantive risk,” Reimer said.</p><p><blockquote>“他们称之为测试版,这是一个测试版系统,他们让人们面临重大风险,”赖默说。</blockquote></p><p> Musk’s latest bot is yet another distraction, much like the flame thrower in 2018 sold by his Boring Company, his unwanted assistance to try and help the boys stuck in a cave in Thailand, and other projects. Investors should not let these distractions get in the way of the real issues that Musk seems to be refusing to acknowledge as he continues to oversell his company’s technological abilities.</p><p><blockquote>马斯克的最新机器人是另一个干扰,就像他的Boring Company在2018年出售的火焰喷射器、他试图帮助被困在泰国洞穴中的男孩的不必要的帮助以及其他项目一样。投资者不应该让这些干扰妨碍马斯克似乎拒绝承认的真正问题,因为他继续夸大公司的技术能力。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/ignore-elon-musks-dancing-distraction-and-face-the-dangers-ahead-for-tesla-11629488276?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.marketwatch.com/story/ignore-elon-musks-dancing-distraction-and-face-the-dangers-ahead-for-tesla-11629488276?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1107075259","content_text":"Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology aspirations and timelines.\n\nInvestors should ignore Elon Musk’s latest dance and focus instead on the growing issues Tesla is facing because of its chief executive’s exaggerated claims about his company’s technological capabilities.\nAt Tesla Motors’s AI Day late Thursday, self-named Technoking Musk said that the company is working on a humanoid robot as “Tesla is arguably the world’s biggest robotics company because our cars are like semi-sentient robots on wheels.”\nAfter a white-suited human did a brief dance for the believers in the audience and on a livestream, Musk came on the stage and showed only computer-generated images of a 5’8″ humanoid robot thathe claimed Tesla will produce a prototype of sometime next year. He inferred it could be used for manufacturing or boring repetitive tasks, like grocery shopping and will have a full self-driving computer.\nAs always with Musk and Tesla, the timeline is highly doubtful to anyone with basic knowledge of the technology in question. Fortunately, the antics did not fool everyone on Wall Street, some of whom may be getting tired of his shenanigans.\n“Unfortunately, as we have seen with robotaxis and other future sci-fi projects for Musk, we view this Tesla Bot as an absolute head scratcher that will further agitate investors at a time the Street is showing growing concern around rising EV competition and safety issues for Tesla,” said Dan Ives, a Wedbush Securities analyst, in a note to clients early Friday.\nThe safety issues Ives mentions are what investors should be attuned to right now, because it appears the government is finally stepping up and taking note of a problem this column has long pointed out: Musk repeatedly oversells the current and near-term potential for his automotive autonomy advanced technology.\nJust a day before Thursday’s “AI Day” spectacle,two U.S. senators asked the Federal Trade Commission to investigate both Tesla’s and Musk’s “repeated overstatements of their vehicles’ capabilities”in regards to the marketing of Tesla’s “Full Self Driving” product. Tesla charges thousands of dollars at purchase (or as little as $100 a month) for software that is nowhere near full self-driving, a practice that has already led toa recent review by California Department of Motor Vehiclesanda German ruling that Tesla could not market the product as such.\n“Language matters,” said Selika Talbott, a professorial lecturer in the department of public administration and policy at American University in Washington DC. “The use of this terminology is false and misleading and unsafe for the general public. The notions of assisted driving and autonomous vehicles and their differences are not fully understood by the general public.”\n“Tesla has highly assisted technology in their vehicle, but at no point should anyone behind the wheel think that vehicle can drive itself, because it can’t,” Talbott said.\nThe week began with news of a federal investigation into Tesla’s Autopilot system after cars using the feature crashed into stopped emergency vehicles.The National Highway Traffic Safety Administration is looking into a series of crashesby Tesla cars that had the advanced driver-assistance system enabled. NHTSA said that itopened an inquiry into 11 Tesla crashesthat involved emergency vehicles, while still investigating a series of collisions involving cars enabled with Advanced Driver Assistance Systems (ADAS) and tractor-trailers.\nThe latest outcry on Capitol Hill follows a stream of news reports and/or social media posts and YouTube videos of drivers engaging in extremely risky behavior while testing the so-called self-driving features of their Tesla. In May, Steven Michael Hendrickson,a 35-year-old father of two in Fontana, Calif., died when his Tesla hit an overturned semitruck. Earlier he had posted videos of driving without his hands on the wheel of his car on the freeway, but the NHTSA was still investigating the role of Autopilot in the crash.\n“The vehicles that Tesla is producing are driver-assisted systems,” said Bryan Reimer, a research scientist at the MIT Center for Transportation and Logistics. “They are assisting the driver, and the driver needs to maintain vigilance.”\nIt is important to note the difference between Tesla’s dual products with misleading names. “Autopilot” is an ADAS system, a highly advanced version of cruise control meant for highway driving that enables “your car to steer, accelerate and brake automatically within its lane under your active supervision, assisting with the most burdensome parts of driving,” according to Tesla’s website. Tesla also offers the “FSD” package, now available by a subscription of $99 to $199 a month, which it describes as “access to a suite of more advanced driver assistance features, designed to provide more active guidance and assisted driving under your active supervision.”\nIf only Musk described these systems in a similar manner to the official website. In analyst conference calls and in Tesla’s multi-hour long presentations to its fan base, Musk has been proclaiming that with this software, full autonomy is around the corner.\n“We basically have to solve real-world vision AI and we are,” he said in an earnings call in April. “And the key to solving this is also having some massive data set. So just having well over one million cars on the road that are collecting data… But I am highly confident that we will get this done.”\nBut for all of Musk’s bluster and huge fan base, investors are starting to note that the company’s tactics involving full self-driving technology are dangerous, as opposed to the other companies that are testing autonomous vehicles.\nFor example, Alphabet Inc.’sGOOGGOOGLWaymo, the company with the most hours of autonomous vehicle driving, is currently operating a small scale robotaxi service in parts of Arizona around Phoenix that are not densely populated, without human drivers. It is the only one of its kind in the U.S. In California, Waymo has permits from the DMV to conduct AV testing with a human driver behind the wheel.\n“Waymo cannot just start selling their AVs to anyone, and they can’t just drive them on the roadway, our regulatory system does not allow for that,” Talbott of American University said. “You can test them but no publicly available self-driving car is on the market for purchase because it doesn’t exist.”\nWith FSD testing being done in the real world with untrained drivers, Tesla is conducting the equivalent of clinical trials of a new drug without any professional hourly or daily monitoring of the patient.\n“They are calling it beta, it is a beta system, they are exposing people to substantive risk,” Reimer said.\nMusk’s latest bot is yet another distraction, much like the flame thrower in 2018 sold by his Boring Company, his unwanted assistance to try and help the boys stuck in a cave in Thailand, and other projects. Investors should not let these distractions get in the way of the real issues that Musk seems to be refusing to acknowledge as he continues to oversell his company’s technological abilities.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":839984159,"gmtCreate":1629117026371,"gmtModify":1631889918902,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577395115935697","idStr":"3577395115935697"},"themes":[],"htmlText":"Waiting for it to drop more before buying![财迷] ","listText":"Waiting for it to drop more before buying![财迷] ","text":"Waiting for it to drop more before buying![财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/839984159","repostId":"1100926340","repostType":4,"repost":{"id":"1100926340","kind":"news","pubTimestamp":1629116560,"share":"https://www.laohu8.com/m/news/1100926340?lang=zh_CN&edition=full","pubTime":"2021-08-16 20:22","market":"us","language":"en","title":"US agency opens formal probe into Tesla Autopilot system<blockquote>美国机构对特斯拉自动驾驶系统展开正式调查</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100926340","media":"APNews","summary":"DETROIT (AP) — The U.S. government has opened a formal investigation into Tesla’s Autopilot partiall","content":"<p>DETROIT (AP) — The U.S. government has opened a formal investigation into Tesla’s Autopilot partially automated driving system, saying it has trouble spotting parked emergency vehicles.</p><p><blockquote>底特律(美联社)——美国政府已经对特斯拉的Autopilot部分自动驾驶系统展开正式调查,称该系统很难发现停放的紧急车辆。</blockquote></p><p> The investigation covers 765,000 vehicles, almost everything that <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> has sold in the U.S. since the start of the 2014 model year.</p><p><blockquote>调查涵盖765,000辆汽车,几乎所有<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>自2014车型年开始以来已在美国销售。</blockquote></p><p> The National Highway Traffic Safety Administration announced the action Monday in a posting on its website.</p><p><blockquote>美国国家公路交通安全管理局周一在其网站上宣布了这一行动。</blockquote></p><p> The agency says it has identified 11 crashes since 2018 in which Teslas on Autopilot or Traffic Aware Cruise Control have hit vehicles with flashing lights, flares, an illuminated arrow board or cones warning of hazards.</p><p><blockquote>该机构表示,自2018年以来,已发现11起事故,其中装有自动驾驶仪或交通感知巡航控制系统的特斯拉撞上了带有闪光灯、照明弹、发光箭头板或警告危险的锥体的车辆。</blockquote></p><p> The investigation covers Tesla’s entire current model lineup, the Models Y, X, S and 3 from the 2014 through 2021 model years.</p><p><blockquote>该调查涵盖了特斯拉当前的整个车型阵容,即2014年至2021年车型年的Model Y、X、S和3。</blockquote></p><p> Autopilot has frequently been misused by Tesla drivers, who have been caught driving drunk or even riding in the back seat while a car rolled down a California highway.</p><p><blockquote>自动驾驶仪经常被特斯拉司机滥用,他们被抓到酒后驾车,甚至在汽车在加州高速公路上翻滚时坐在后座上。</blockquote></p><p> The agency has sent investigative teams to 31 crashes involving partially automated driver assist systems since June of 2016. Such systems can keep a vehicle centered in its lane and a safe distance from vehicles in front of it. Of those crashes, 25 involved Tesla Autopilot in which 10 deaths were reported, according to data released by the agency.</p><p><blockquote>自2016年6月以来,该机构已向31起涉及部分自动驾驶辅助系统的事故派出调查小组。这种系统可以使车辆保持在车道中央,并与前方车辆保持安全距离。根据该机构发布的数据,在这些事故中,有25起涉及特斯拉Autopilot,其中10人死亡。</blockquote></p><p> Tesla and other manufacturers warn that drivers using the systems must be ready to intervene at all times. Teslas using the system have crashed into semis crossing in front of them, stopped emergency vehicles and a roadway barrier.</p><p><blockquote>特斯拉和其他制造商警告说,使用该系统的驾驶员必须随时准备干预。使用该系统的特斯拉撞上了前面的半挂交叉口,拦下了紧急车辆和路障。</blockquote></p><p> A message was left early Monday seeking comment from Tesla, which has disbanded its media relations office.</p><p><blockquote>周一早些时候有人留言寻求特斯拉发表评论,该公司已解散其媒体关系办公室。</blockquote></p><p> The crashes into emergency vehicles cited by NHTSA began on Jan. 22, 2018 in Culver City, California, near Los Angeles when a Tesla using Autopilot struck a parked firetruck that was parked partially in the travel lanes with its lights flashing. Crews were handling another crash at the time.</p><p><blockquote>NHTSA提到的紧急车辆撞车事故始于2018年1月22日,当时一辆使用自动驾驶仪的特斯拉撞上了一辆部分停在车道上、灯光闪烁的消防车。当时工作人员正在处理另一起事故。</blockquote></p><p> Since then, the agency said there were crashes in Laguna Beach, California; Norwalk, Connecticut; Cloverdale, Indiana; West Bridgewater, Massachusetts; Cochise County, Arizona; Charlotte, North Carolina, Montgomery County, Texas; Lansing, Michigan; and Miami, Florida.</p><p><blockquote>此后,该机构表示,加利福尼亚州拉古纳海滩发生了坠机事件;康涅狄格州诺沃克;印第安纳州克洛弗代尔;马萨诸塞州西布里奇沃特;亚利桑那州科奇斯县;北卡罗来纳州夏洛特,德克萨斯州蒙哥马利县;密歇根州兰辛;和佛罗里达州的迈阿密。</blockquote></p><p> The National Transportation Safety Board, which also has investigated some of the Tesla crashes, has recommended that NHTSA and Tesla limit Autopilot’s use to areas where it can safely operate. The NTSB also recommended that NHTSA require Tesla to have a better system to make sure drivers are paying attention. NHTSA has not taken action on any of the recommendations.</p><p><blockquote>美国国家运输安全委员会也调查了一些特斯拉事故,并建议NHTSA和特斯拉将Autopilot的使用限制在可以安全运行的区域。NTSB还建议NHTSA要求特斯拉拥有更好的系统来确保驾驶员集中注意力。NHTSA尚未对任何建议采取行动。</blockquote></p><p> In June NHTSA ordered all automakers to report any crashes involving fully autonomous vehicles or partially automated driver assist systems.</p><p><blockquote>6月,NHTSA命令所有汽车制造商报告任何涉及全自动驾驶汽车或部分自动驾驶辅助系统的事故。</blockquote></p><p> The measures show the agency has started to take a tougher stance on automated vehicle safety than in the past. It has been reluctant to issue any regulations of the new technology for fear of hampering adoption of the potentially life-saving systems.</p><p><blockquote>这些措施表明,该机构已经开始对自动驾驶汽车安全采取比过去更强硬的立场。由于担心阻碍潜在救生系统的采用,它一直不愿发布任何新技术的法规。</blockquote></p><p> Shares of Tesla Inc., based in Palo Alto, California, fell 1.89% before the opening bell.</p><p><blockquote>总部位于加州帕罗奥图的特斯拉公司股价在开盘前下跌1.89%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/42ae228930fbef741b17d88d9244ed3b\" tg-width=\"720\" tg-height=\"593\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","source":"lsy1628146357131","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US agency opens formal probe into Tesla Autopilot system<blockquote>美国机构对特斯拉自动驾驶系统展开正式调查</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS agency opens formal probe into Tesla Autopilot system<blockquote>美国机构对特斯拉自动驾驶系统展开正式调查</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">APNews</strong><span class=\"h-time small\">2021-08-16 20:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>DETROIT (AP) — The U.S. government has opened a formal investigation into Tesla’s Autopilot partially automated driving system, saying it has trouble spotting parked emergency vehicles.</p><p><blockquote>底特律(美联社)——美国政府已经对特斯拉的Autopilot部分自动驾驶系统展开正式调查,称该系统很难发现停放的紧急车辆。</blockquote></p><p> The investigation covers 765,000 vehicles, almost everything that <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> has sold in the U.S. since the start of the 2014 model year.</p><p><blockquote>调查涵盖765,000辆汽车,几乎所有<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>自2014车型年开始以来已在美国销售。</blockquote></p><p> The National Highway Traffic Safety Administration announced the action Monday in a posting on its website.</p><p><blockquote>美国国家公路交通安全管理局周一在其网站上宣布了这一行动。</blockquote></p><p> The agency says it has identified 11 crashes since 2018 in which Teslas on Autopilot or Traffic Aware Cruise Control have hit vehicles with flashing lights, flares, an illuminated arrow board or cones warning of hazards.</p><p><blockquote>该机构表示,自2018年以来,已发现11起事故,其中装有自动驾驶仪或交通感知巡航控制系统的特斯拉撞上了带有闪光灯、照明弹、发光箭头板或警告危险的锥体的车辆。</blockquote></p><p> The investigation covers Tesla’s entire current model lineup, the Models Y, X, S and 3 from the 2014 through 2021 model years.</p><p><blockquote>该调查涵盖了特斯拉当前的整个车型阵容,即2014年至2021年车型年的Model Y、X、S和3。</blockquote></p><p> Autopilot has frequently been misused by Tesla drivers, who have been caught driving drunk or even riding in the back seat while a car rolled down a California highway.</p><p><blockquote>自动驾驶仪经常被特斯拉司机滥用,他们被抓到酒后驾车,甚至在汽车在加州高速公路上翻滚时坐在后座上。</blockquote></p><p> The agency has sent investigative teams to 31 crashes involving partially automated driver assist systems since June of 2016. Such systems can keep a vehicle centered in its lane and a safe distance from vehicles in front of it. Of those crashes, 25 involved Tesla Autopilot in which 10 deaths were reported, according to data released by the agency.</p><p><blockquote>自2016年6月以来,该机构已向31起涉及部分自动驾驶辅助系统的事故派出调查小组。这种系统可以使车辆保持在车道中央,并与前方车辆保持安全距离。根据该机构发布的数据,在这些事故中,有25起涉及特斯拉Autopilot,其中10人死亡。</blockquote></p><p> Tesla and other manufacturers warn that drivers using the systems must be ready to intervene at all times. Teslas using the system have crashed into semis crossing in front of them, stopped emergency vehicles and a roadway barrier.</p><p><blockquote>特斯拉和其他制造商警告说,使用该系统的驾驶员必须随时准备干预。使用该系统的特斯拉撞上了前面的半挂交叉口,拦下了紧急车辆和路障。</blockquote></p><p> A message was left early Monday seeking comment from Tesla, which has disbanded its media relations office.</p><p><blockquote>周一早些时候有人留言寻求特斯拉发表评论,该公司已解散其媒体关系办公室。</blockquote></p><p> The crashes into emergency vehicles cited by NHTSA began on Jan. 22, 2018 in Culver City, California, near Los Angeles when a Tesla using Autopilot struck a parked firetruck that was parked partially in the travel lanes with its lights flashing. Crews were handling another crash at the time.</p><p><blockquote>NHTSA提到的紧急车辆撞车事故始于2018年1月22日,当时一辆使用自动驾驶仪的特斯拉撞上了一辆部分停在车道上、灯光闪烁的消防车。当时工作人员正在处理另一起事故。</blockquote></p><p> Since then, the agency said there were crashes in Laguna Beach, California; Norwalk, Connecticut; Cloverdale, Indiana; West Bridgewater, Massachusetts; Cochise County, Arizona; Charlotte, North Carolina, Montgomery County, Texas; Lansing, Michigan; and Miami, Florida.</p><p><blockquote>此后,该机构表示,加利福尼亚州拉古纳海滩发生了坠机事件;康涅狄格州诺沃克;印第安纳州克洛弗代尔;马萨诸塞州西布里奇沃特;亚利桑那州科奇斯县;北卡罗来纳州夏洛特,德克萨斯州蒙哥马利县;密歇根州兰辛;和佛罗里达州的迈阿密。</blockquote></p><p> The National Transportation Safety Board, which also has investigated some of the Tesla crashes, has recommended that NHTSA and Tesla limit Autopilot’s use to areas where it can safely operate. The NTSB also recommended that NHTSA require Tesla to have a better system to make sure drivers are paying attention. NHTSA has not taken action on any of the recommendations.</p><p><blockquote>美国国家运输安全委员会也调查了一些特斯拉事故,并建议NHTSA和特斯拉将Autopilot的使用限制在可以安全运行的区域。NTSB还建议NHTSA要求特斯拉拥有更好的系统来确保驾驶员集中注意力。NHTSA尚未对任何建议采取行动。</blockquote></p><p> In June NHTSA ordered all automakers to report any crashes involving fully autonomous vehicles or partially automated driver assist systems.</p><p><blockquote>6月,NHTSA命令所有汽车制造商报告任何涉及全自动驾驶汽车或部分自动驾驶辅助系统的事故。</blockquote></p><p> The measures show the agency has started to take a tougher stance on automated vehicle safety than in the past. It has been reluctant to issue any regulations of the new technology for fear of hampering adoption of the potentially life-saving systems.</p><p><blockquote>这些措施表明,该机构已经开始对自动驾驶汽车安全采取比过去更强硬的立场。由于担心阻碍潜在救生系统的采用,它一直不愿发布任何新技术的法规。</blockquote></p><p> Shares of Tesla Inc., based in Palo Alto, California, fell 1.89% before the opening bell.</p><p><blockquote>总部位于加州帕罗奥图的特斯拉公司股价在开盘前下跌1.89%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/42ae228930fbef741b17d88d9244ed3b\" tg-width=\"720\" tg-height=\"593\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://apnews.com/article/technology-business-61557d668b646e7ef48c5543d3a1c66c\">APNews</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://apnews.com/article/technology-business-61557d668b646e7ef48c5543d3a1c66c","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100926340","content_text":"DETROIT (AP) — The U.S. government has opened a formal investigation into Tesla’s Autopilot partially automated driving system, saying it has trouble spotting parked emergency vehicles.\nThe investigation covers 765,000 vehicles, almost everything that Tesla Motors has sold in the U.S. since the start of the 2014 model year.\nThe National Highway Traffic Safety Administration announced the action Monday in a posting on its website.\nThe agency says it has identified 11 crashes since 2018 in which Teslas on Autopilot or Traffic Aware Cruise Control have hit vehicles with flashing lights, flares, an illuminated arrow board or cones warning of hazards.\nThe investigation covers Tesla’s entire current model lineup, the Models Y, X, S and 3 from the 2014 through 2021 model years.\nAutopilot has frequently been misused by Tesla drivers, who have been caught driving drunk or even riding in the back seat while a car rolled down a California highway.\nThe agency has sent investigative teams to 31 crashes involving partially automated driver assist systems since June of 2016. Such systems can keep a vehicle centered in its lane and a safe distance from vehicles in front of it. Of those crashes, 25 involved Tesla Autopilot in which 10 deaths were reported, according to data released by the agency.\nTesla and other manufacturers warn that drivers using the systems must be ready to intervene at all times. Teslas using the system have crashed into semis crossing in front of them, stopped emergency vehicles and a roadway barrier.\nA message was left early Monday seeking comment from Tesla, which has disbanded its media relations office.\nThe crashes into emergency vehicles cited by NHTSA began on Jan. 22, 2018 in Culver City, California, near Los Angeles when a Tesla using Autopilot struck a parked firetruck that was parked partially in the travel lanes with its lights flashing. Crews were handling another crash at the time.\nSince then, the agency said there were crashes in Laguna Beach, California; Norwalk, Connecticut; Cloverdale, Indiana; West Bridgewater, Massachusetts; Cochise County, Arizona; Charlotte, North Carolina, Montgomery County, Texas; Lansing, Michigan; and Miami, Florida.\nThe National Transportation Safety Board, which also has investigated some of the Tesla crashes, has recommended that NHTSA and Tesla limit Autopilot’s use to areas where it can safely operate. The NTSB also recommended that NHTSA require Tesla to have a better system to make sure drivers are paying attention. NHTSA has not taken action on any of the recommendations.\nIn June NHTSA ordered all automakers to report any crashes involving fully autonomous vehicles or partially automated driver assist systems.\nThe measures show the agency has started to take a tougher stance on automated vehicle safety than in the past. It has been reluctant to issue any regulations of the new technology for fear of hampering adoption of the potentially life-saving systems.\nShares of Tesla Inc., based in Palo Alto, California, fell 1.89% before the opening bell.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":955,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843521159,"gmtCreate":1635843355900,"gmtModify":1635843355980,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577395115935697","idStr":"3577395115935697"},"themes":[],"htmlText":"Sighh [流泪] ","listText":"Sighh [流泪] ","text":"Sighh [流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843521159","repostId":"1186935118","repostType":2,"repost":{"id":"1186935118","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":1635842654,"share":"https://www.laohu8.com/m/news/1186935118?lang=zh_CN&edition=full","pubTime":"2021-11-02 16:44","market":"us","language":"en","title":"Hot chinese stocks dropped in premarket trading<blockquote>热门中国股票在盘前交易中下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1186935118","media":"Tiger Newspress","summary":"Hot chinese stocks dropped in premarket trading.Alibaba,Pinduoduo,JD.com,Baidu,NetEase,Bilibili,KE h","content":"<p>Hot chinese stocks dropped in premarket trading.Alibaba,Pinduoduo,JD.com,Baidu,NetEase,Bilibili,KE holding,Nio,Xpeng Motors and Li Auto fell between 1% and 4%.</p><p><blockquote>热门中概股盘前下跌。阿里巴巴、拼多多、京东、百度、网易、哔哩哔哩、科控股、蔚来、小鹏汽车和理想汽车跌幅在1%至4%之间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/feaefcfb4e54fa93d6d4d2bf8c76f8d4\" tg-width=\"406\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hot chinese stocks dropped in premarket trading<blockquote>热门中国股票在盘前交易中下跌</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\">\nHot chinese stocks dropped in premarket trading<blockquote>热门中国股票在盘前交易中下跌</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\">2021-11-02 16:44</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Hot chinese stocks dropped in premarket trading.Alibaba,Pinduoduo,JD.com,Baidu,NetEase,Bilibili,KE holding,Nio,Xpeng Motors and Li Auto fell between 1% and 4%.</p><p><blockquote>热门中概股盘前下跌。阿里巴巴、拼多多、京东、百度、网易、哔哩哔哩、科控股、蔚来、小鹏汽车和理想汽车跌幅在1%至4%之间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/feaefcfb4e54fa93d6d4d2bf8c76f8d4\" tg-width=\"406\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RLX":"雾芯科技","BEKE":"贝壳","NTES":"网易","NIO":"蔚来","LI":"理想汽车","BABA":"阿里巴巴","XPEV":"小鹏汽车","BILI":"哔哩哔哩","PDD":"拼多多","DIDI":"滴滴(已退市)","BIDU":"百度","JD":"京东"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186935118","content_text":"Hot chinese stocks dropped in premarket trading.Alibaba,Pinduoduo,JD.com,Baidu,NetEase,Bilibili,KE holding,Nio,Xpeng Motors and Li Auto fell between 1% and 4%.","news_type":1,"symbols_score_info":{"BABA":0.9,"NIO":0.9,"NTES":0.9,"JD":0.9,"RLX":0.9,"BIDU":0.9,"LI":0.9,"PDD":0.9,"DIDI":0.9,"BEKE":0.9,"XPEV":0.9,"BILI":0.9}},"isVote":1,"tweetType":1,"viewCount":685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826260665,"gmtCreate":1634026169392,"gmtModify":1634026169460,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577395115935697","idStr":"3577395115935697"},"themes":[],"htmlText":"Like pls thanks","listText":"Like pls thanks","text":"Like pls thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826260665","repostId":"1190239946","repostType":4,"repost":{"id":"1190239946","kind":"news","pubTimestamp":1634004849,"share":"https://www.laohu8.com/m/news/1190239946?lang=zh_CN&edition=full","pubTime":"2021-10-12 10:14","market":"us","language":"en","title":"Time and Again, Tesla Will Prove the Naysayers Wrong<blockquote>特斯拉将一次又一次地证明反对者是错误的</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190239946","media":"InvestorPlace","summary":"For years now, CEO Elon Musk and his company,Tesla (NASDAQ:TSLA), have provided plenty of fodder for","content":"<p><div> For years now, CEO Elon Musk and his company,Tesla (NASDAQ:TSLA), have provided plenty of fodder for controversy and headlines. Plus, on Wall Street, TSLA stock is constantly a topic of debate and ...</p><p><blockquote><div>多年来,首席执行官Elon Musk和他的公司特斯拉(纳斯达克:TSLA)为争议和头条新闻提供了大量素材。此外,在华尔街,特斯拉股票一直是争论的话题...</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/10/time-and-again-tsla-stock-will-prove-the-naysayers-wrong/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/10/time-and-again-tsla-stock-will-prove-the-naysayers-wrong/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","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>Time and Again, Tesla Will Prove the Naysayers Wrong<blockquote>特斯拉将一次又一次地证明反对者是错误的</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\">\nTime and Again, Tesla Will Prove the Naysayers Wrong<blockquote>特斯拉将一次又一次地证明反对者是错误的</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-10-12 10:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> For years now, CEO Elon Musk and his company,Tesla (NASDAQ:TSLA), have provided plenty of fodder for controversy and headlines. Plus, on Wall Street, TSLA stock is constantly a topic of debate and ...</p><p><blockquote><div>多年来,首席执行官Elon Musk和他的公司特斯拉(纳斯达克:TSLA)为争议和头条新闻提供了大量素材。此外,在华尔街,特斯拉股票一直是争论的话题...</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/10/time-and-again-tsla-stock-will-prove-the-naysayers-wrong/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/10/time-and-again-tsla-stock-will-prove-the-naysayers-wrong/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://investorplace.com/2021/10/time-and-again-tsla-stock-will-prove-the-naysayers-wrong/\">InvestorPlace</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://investorplace.com/2021/10/time-and-again-tsla-stock-will-prove-the-naysayers-wrong/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190239946","content_text":"For years now, CEO Elon Musk and his company,Tesla (NASDAQ:TSLA), have provided plenty of fodder for controversy and headlines. Plus, on Wall Street, TSLA stock is constantly a topic of debate and contention.\nAmong the flash points is Tesla’s valuation. Some value-focused investors might object because the company’s stock is trading at a seemingly high multiple.\nYet, let’s try to avoid knee-jerk reactions. TSLA stock might appear to be expensive at first glance, but deeper research may reveal that a high-growth business justifies a rich valuation.\nAt the end of the day, the data should decide what’s reasonable and what’s not. And in Tesla’s case, the numbers should convince even the staunchest skeptics that this automaker’s moving vehicles at a fast pace.\nTSLA Stock at a Glance\nThe Tesla bear camp was out in full force, as you might recall, back in 2020. At that time, the TSLA stock price was moving up quickly, and the company enacted a 5-for-1share split on Aug. 31 of that year.\nAs it turned out, neither the stock split nor the protests of the bears could slow down the bull market. If anything, it just accelerated into 2021.\nJanuary was a particularly heady month, as TSLA stock slammed into resistance at almost exactly $900. The buyers tried to push the stock above $900 again in February, but to no avail.\nAdmittedly, traders who chased the stock at that level were punished in 2021. The Tesla share price chopped and flopped around during the summer and into the fall, landing at $780 in early October.\nSo, here’s the kicker. Tesla’s trailing 12-month price-to-earnings ratio is 411.49x. This, no doubt, will frustrate some value investors.\nA New Paradigm\nOn the other hand, Tesla’s P/E ratio has been in the triple digits for quite a while now.\nToday’s investors must be able to adapt to a new paradigm: a stock is worth whatever people are willing to pay for it, and Wall Street will continue to reward a high-growth company for as long as it wants to.\nThe best advice for angry value investors is: don’t try to resist the reality of today’s marketplace. It’s not a battle you’re likely to win.\nBesides, Tesla’s delivery data is clearly on the right track.\nFor the third quarter of 2021, Tesla delivered 241,300 electric vehicles. That figure topped the analyst consensus estimate of 232,000.\nFurthermore, Tesla’s quarterly shipments grew 20% compared to the prior quarter, and an eye-popping 73% from the year-ago quarter.\nContinuing to Dominate\nWedbush analyst Dan Ives reacted to these figures with an insightful comment about Tesla’s ability to thrive despite the company’s challenges.\n“While there are many competitors in the EV space, Tesla continues to dominate market share as evidenced again this quarter while battling through the chip shortage and now is seeing rebounding China demand after facing headwinds earlier this year,” Ives explained.\nIndeed, the global semiconductor shortage hindered many automakers’ production lines. Yet, despite this, Tesla’s second-quarter revenues nearly doubled to $11.96 billion. Moreover, Tesla’s quarterly revenue result beat Wall Street’s estimate of $11.53 billion.\nFor the full year of 2021, Tesla has guided for more than 750,000 vehicle deliveries. That’s ambitious, but at the current rate, the company should be able to exceed its expectations. So, the naysayers don’t have much data on which to base their bear thesis now.\nFor Tesla’s investors, the future is looking as bright as ever.\nAs Ives put it, Tesla’s recent results speak to “an electric vehicle demand trajectory that looks quite robust for Tesla heading into the fourth quarter and 2022.”\nThe Takeaway\nTesla’s price-to-earnings ratio might be a hard pill for some investors to swallow. Yet, investing isn’t always about bottom-fishing for rock-bottom valuations.\nIt can also be about high-growth businesses that beat expectations. In Tesla’s case, the company is undeniably delivering plenty of vehicles — and positive surprises for the shareholders.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868855569,"gmtCreate":1632631821751,"gmtModify":1632648532801,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577395115935697","idStr":"3577395115935697"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/868855569","repostId":"2170144866","repostType":4,"isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":888468321,"gmtCreate":1631519649963,"gmtModify":1631889918874,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577395115935697","idStr":"3577395115935697"},"themes":[],"htmlText":"Like pls!","listText":"Like pls!","text":"Like pls!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888468321","repostId":"1127947312","repostType":4,"repost":{"id":"1127947312","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":1631515134,"share":"https://www.laohu8.com/m/news/1127947312?lang=zh_CN&edition=full","pubTime":"2021-09-13 14:38","market":"us","language":"en","title":"GameStop, Cameco, Apple, Tesla, AMC: Stocks Buzzing On WallStreetBets Heading Into New Week<blockquote>游戏驿站、Cameco、苹果、特斯拉、AMC:WallStreetBets股市进入新一周</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127947312","media":"Benzinga","summary":"Heading into a new trading week,GameStop Corp.,Cameco Corp.,Apple Inc.,Tesla Inc. and AMCEntertainme","content":"<p>Heading into a new trading week,<b>GameStop Corp.</b>,<b>Cameco Corp.</b>,<b>Apple Inc.</b>,<b>Tesla Inc</b>. and <b>AMCEntertainment Holdings Inc.</b> are among the stocks seeing the highest interest on Reddit’s <b>r/WallStreetBets</b> forum.</p><p><blockquote>进入新的交易周,<b>游戏驿站公司。</b>,<b>卡梅科公司。</b>,<b>苹果公司。</b>,<b>特斯拉公司</b>.和<b>AMCEntertainment控股公司。</b>是Reddit上关注度最高的股票之一<b>r/WallStreetBets</b>论坛。</blockquote></p><p> <b>What Happened</b>: Exchange-traded fund <b>SPDR S&P 500 ETF Trust</b> is seeing the highest interest on the forum with 125 mentions as at press time, followed by videogame retailer GameStop and uranium producer Cameco with 35 mentions each, data from Quiver Quantitative showed.</p><p><blockquote><b>发生了什么</b>:交易所交易基金<b>SPDR标普500 ETF信托</b>Quiver Quantitative的数据显示,截至发稿时,该论坛的兴趣最高,有125次提及,其次是视频游戏零售商游戏驿站和铀生产商Cameco,各有35次提及。</blockquote></p><p> Tech giant Apple and electric vehicle maker Tesla attracted 31 and 19 mentions, respectively.</p><p><blockquote>科技巨头苹果和电动汽车制造商特斯拉分别吸引了31次和19次提及。</blockquote></p><p> Apart from movie theatre chain AMC Entertainment, the other stocks that are trending on the forum include Medicare Advantage provider <b>Clover Health Investments Corp.</b>, Canada-based cybersecurity provider <b>BlackBerry Limited</b> and technology-based personal insurance company <b>Root Inc</b>..</p><p><blockquote>除了连锁电影院AMC院线之外,论坛上的其他热门股票还包括Medicare Advantage provider<b>三叶草健康投资公司。</b>,加拿大网络安全提供商<b>黑莓有限公司</b>和科技型人身保险公司<b>根公司</b>..</blockquote></p><p> In addition to these stocks, investors are looking ahead to the release of the Consumer Price Index (CPI) data for August from the Bureau of Labor Statistics on Tuesday.</p><p><blockquote>除了这些股票,投资者还期待周二美国劳工统计局公布的8月份消费者价格指数(CPI)数据。</blockquote></p><p> <b>Why It Matters</b>: Cameco’s shares gained more than 6% in Friday’s trading and also touched a new 52-week high of $25.08, reflecting rising uranium prices and brightening prospects for the uranium industry.</p><p><blockquote><b>为什么它很重要</b>:Cameco股价在周五交易中上涨超过6%,还触及25.08美元的52周新高,反映出铀价上涨和铀行业前景光明。</blockquote></p><p> Apple is seeing high interest on the WSB forum ahead of its first hardware unveiling this year, dubbed “<b>California Streaming</b>,” to be held on Sept. 14.</p><p><blockquote>苹果在今年推出首款硬件之前,对WSB论坛产生了浓厚的兴趣,该论坛被称为“<b>加州流媒体</b>,”将于9月14日举行。</blockquote></p><p> Meanwhile, Apple’s shares were also hit on Friday by a ruling issued by a U.S. judge on the antitrust lawsuit brought by “Fortnite” games developer <b>Epic Games</b>. The judge said Apple's conduct is anti-competitive, but did not find the company to be an antitrust monopolist.</p><p><blockquote>与此同时,苹果股价周五也受到美国法官对《堡垒之夜》游戏开发商提起的反垄断诉讼的裁决的打击<b>史诗游戏</b>.法官表示,苹果的行为是反竞争的,但没有认定该公司是反垄断垄断者。</blockquote></p><p> <b>Price Action</b>: SPDR S&P 500 ETF Trust shares closed almost 0.8% lower in Friday’s trading at $445.44, while GameStop’s shares closed 4.4% lower at $190.41.</p><p><blockquote><b>价格行为</b>:SPDR标普500 ETF信托股价周五收盘下跌近0.8%,至445.44美元,而游戏驿站股价收盘下跌4.4%,至190.41美元。</blockquote></p><p> Cameco’s shares closed almost 6.5% higher in Friday’s trading at $24.43.</p><p><blockquote>Cameco股价周五收盘上涨近6.5%,至24.43美元。</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>GameStop, Cameco, Apple, Tesla, AMC: Stocks Buzzing On WallStreetBets Heading Into New Week<blockquote>游戏驿站、Cameco、苹果、特斯拉、AMC:WallStreetBets股市进入新一周</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGameStop, Cameco, Apple, Tesla, AMC: Stocks Buzzing On WallStreetBets Heading Into New Week<blockquote>游戏驿站、Cameco、苹果、特斯拉、AMC:WallStreetBets股市进入新一周</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\">2021-09-13 14:38</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Heading into a new trading week,<b>GameStop Corp.</b>,<b>Cameco Corp.</b>,<b>Apple Inc.</b>,<b>Tesla Inc</b>. and <b>AMCEntertainment Holdings Inc.</b> are among the stocks seeing the highest interest on Reddit’s <b>r/WallStreetBets</b> forum.</p><p><blockquote>进入新的交易周,<b>游戏驿站公司。</b>,<b>卡梅科公司。</b>,<b>苹果公司。</b>,<b>特斯拉公司</b>.和<b>AMCEntertainment控股公司。</b>是Reddit上关注度最高的股票之一<b>r/WallStreetBets</b>论坛。</blockquote></p><p> <b>What Happened</b>: Exchange-traded fund <b>SPDR S&P 500 ETF Trust</b> is seeing the highest interest on the forum with 125 mentions as at press time, followed by videogame retailer GameStop and uranium producer Cameco with 35 mentions each, data from Quiver Quantitative showed.</p><p><blockquote><b>发生了什么</b>:交易所交易基金<b>SPDR标普500 ETF信托</b>Quiver Quantitative的数据显示,截至发稿时,该论坛的兴趣最高,有125次提及,其次是视频游戏零售商游戏驿站和铀生产商Cameco,各有35次提及。</blockquote></p><p> Tech giant Apple and electric vehicle maker Tesla attracted 31 and 19 mentions, respectively.</p><p><blockquote>科技巨头苹果和电动汽车制造商特斯拉分别吸引了31次和19次提及。</blockquote></p><p> Apart from movie theatre chain AMC Entertainment, the other stocks that are trending on the forum include Medicare Advantage provider <b>Clover Health Investments Corp.</b>, Canada-based cybersecurity provider <b>BlackBerry Limited</b> and technology-based personal insurance company <b>Root Inc</b>..</p><p><blockquote>除了连锁电影院AMC院线之外,论坛上的其他热门股票还包括Medicare Advantage provider<b>三叶草健康投资公司。</b>,加拿大网络安全提供商<b>黑莓有限公司</b>和科技型人身保险公司<b>根公司</b>..</blockquote></p><p> In addition to these stocks, investors are looking ahead to the release of the Consumer Price Index (CPI) data for August from the Bureau of Labor Statistics on Tuesday.</p><p><blockquote>除了这些股票,投资者还期待周二美国劳工统计局公布的8月份消费者价格指数(CPI)数据。</blockquote></p><p> <b>Why It Matters</b>: Cameco’s shares gained more than 6% in Friday’s trading and also touched a new 52-week high of $25.08, reflecting rising uranium prices and brightening prospects for the uranium industry.</p><p><blockquote><b>为什么它很重要</b>:Cameco股价在周五交易中上涨超过6%,还触及25.08美元的52周新高,反映出铀价上涨和铀行业前景光明。</blockquote></p><p> Apple is seeing high interest on the WSB forum ahead of its first hardware unveiling this year, dubbed “<b>California Streaming</b>,” to be held on Sept. 14.</p><p><blockquote>苹果在今年推出首款硬件之前,对WSB论坛产生了浓厚的兴趣,该论坛被称为“<b>加州流媒体</b>,”将于9月14日举行。</blockquote></p><p> Meanwhile, Apple’s shares were also hit on Friday by a ruling issued by a U.S. judge on the antitrust lawsuit brought by “Fortnite” games developer <b>Epic Games</b>. The judge said Apple's conduct is anti-competitive, but did not find the company to be an antitrust monopolist.</p><p><blockquote>与此同时,苹果股价周五也受到美国法官对《堡垒之夜》游戏开发商提起的反垄断诉讼的裁决的打击<b>史诗游戏</b>.法官表示,苹果的行为是反竞争的,但没有认定该公司是反垄断垄断者。</blockquote></p><p> <b>Price Action</b>: SPDR S&P 500 ETF Trust shares closed almost 0.8% lower in Friday’s trading at $445.44, while GameStop’s shares closed 4.4% lower at $190.41.</p><p><blockquote><b>价格行为</b>:SPDR标普500 ETF信托股价周五收盘下跌近0.8%,至445.44美元,而游戏驿站股价收盘下跌4.4%,至190.41美元。</blockquote></p><p> Cameco’s shares closed almost 6.5% higher in Friday’s trading at $24.43.</p><p><blockquote>Cameco股价周五收盘上涨近6.5%,至24.43美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","GME":"游戏驿站","TSLA":"特斯拉","AMC":"AMC院线","BB":"黑莓","CCJ":"Cameco Corp","CLOV":"Clover Health Corp"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127947312","content_text":"Heading into a new trading week,GameStop Corp.,Cameco Corp.,Apple Inc.,Tesla Inc. and AMCEntertainment Holdings Inc. are among the stocks seeing the highest interest on Reddit’s r/WallStreetBets forum.\nWhat Happened: Exchange-traded fund SPDR S&P 500 ETF Trust is seeing the highest interest on the forum with 125 mentions as at press time, followed by videogame retailer GameStop and uranium producer Cameco with 35 mentions each, data from Quiver Quantitative showed.\nTech giant Apple and electric vehicle maker Tesla attracted 31 and 19 mentions, respectively.\nApart from movie theatre chain AMC Entertainment, the other stocks that are trending on the forum include Medicare Advantage provider Clover Health Investments Corp., Canada-based cybersecurity provider BlackBerry Limited and technology-based personal insurance company Root Inc..\nIn addition to these stocks, investors are looking ahead to the release of the Consumer Price Index (CPI) data for August from the Bureau of Labor Statistics on Tuesday.\nWhy It Matters: Cameco’s shares gained more than 6% in Friday’s trading and also touched a new 52-week high of $25.08, reflecting rising uranium prices and brightening prospects for the uranium industry.\nApple is seeing high interest on the WSB forum ahead of its first hardware unveiling this year, dubbed “California Streaming,” to be held on Sept. 14.\nMeanwhile, Apple’s shares were also hit on Friday by a ruling issued by a U.S. judge on the antitrust lawsuit brought by “Fortnite” games developer Epic Games. The judge said Apple's conduct is anti-competitive, but did not find the company to be an antitrust monopolist.\nPrice Action: SPDR S&P 500 ETF Trust shares closed almost 0.8% lower in Friday’s trading at $445.44, while GameStop’s shares closed 4.4% lower at $190.41.\nCameco’s shares closed almost 6.5% higher in Friday’s trading at $24.43.","news_type":1,"symbols_score_info":{"BB":0.9,"CCJ":0.9,"TSLA":0.9,"CLOV":0.9,"AMC":0.9,"AAPL":0.9,"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883061640,"gmtCreate":1631190330480,"gmtModify":1631889918881,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577395115935697","idStr":"3577395115935697"},"themes":[],"htmlText":"Why did the share price drop so much after this news? ","listText":"Why did the share price drop so much after this news? ","text":"Why did the share price drop so much after this news?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/883061640","repostId":"1109486521","repostType":2,"repost":{"id":"1109486521","kind":"news","pubTimestamp":1631172960,"share":"https://www.laohu8.com/m/news/1109486521?lang=zh_CN&edition=full","pubTime":"2021-09-09 15:36","market":"us","language":"en","title":"Tencent-Backed Tech Giant Sea Taps Investors for About $6 Billion<blockquote>腾讯控股支持的科技巨头Sea向投资者筹集约60亿美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109486521","media":"The Wall Street Journal","summary":"(Update: Sept 9, 2021 at 09:44 a.m. ET)\n\nSea says some of the proceeds would help expand its busines","content":"<p><i><b>(Update: Sept 9, 2021 at 09:44 a.m. ET)</b></i></p><p><blockquote><i><b>(更新:美国东部时间2021年9月9日上午09:44)</b></i></blockquote></p><p> <b>Sea says some of the proceeds would help expand its business, while funds could also be deployed on investments and acquisitions.</b> Southeast Asia’s most valuable listed company, Sea Ltd., plans to raise about $6 billion or more in new funds, capitalizing on investor enthusiasm for the region’s fast-growing technology industry.</p><p><blockquote><b>Sea表示,部分收益将有助于扩大其业务,同时资金也可以用于投资和收购。</b>东南亚最有价值的上市公司Sea Ltd.计划筹集约60亿美元或更多的新资金,利用投资者对该地区快速增长的科技行业的热情。</blockquote></p><p> TheTencent HoldingsLtd.TCEHY-2.95%-backed gaming, e-commerce and digital-finance company said in a filing late Wednesday that it would raise the capital by selling new shares and convertible bonds. Sea said some of the proceeds would help expand its business, while funds could also be deployed on “potential strategic investments and acquisitions.”</p><p><blockquote>腾讯控股有限公司TCEHY-2.95%支持的游戏、电子商务和数字金融公司在周三晚间提交的一份文件中表示,将通过出售新股和可转换债券来筹集资金。Sea表示,部分收益将有助于扩大其业务,同时资金也可以用于“潜在的战略投资和收购”。</blockquote></p><p> The company says its Shopee unit, which competes with rivals including Alibaba Group Holding Ltd.’s Lazada unit, is the largest e-commerce platform in Southeast Asia and Taiwan.</p><p><blockquote>该公司表示,其Shopee部门是东南亚和台湾最大的电子商务平台,与阿里巴巴-SW集团控股有限公司的Lazada部门等竞争对手竞争。</blockquote></p><p> Sea, which is listed on the New York Stock Exchange, plans to sell 11 million American depositary shares and $2.5 billion of five-year convertible bonds.</p><p><blockquote>在纽约证券交易所上市的Sea计划出售1100万股美国存托股票和25亿美元的五年期可转换债券。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d09e89c4e1333b681b0605608cff2a6c\" tg-width=\"336\" tg-height=\"424\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Based on Wednesday’s closing price for Sea shares, of $343.80, the stock sale would be worth close to $3.8 billion, although deals like this are typically sold at a discount to the market price. Sea and its banks expect the final price to be set Thursday, according to a term sheet seen by The Wall Street Journal. The deal’s underwriters have the option to increase the size of both offerings by 15%, via a green shoe.</p><p><blockquote>根据周三Sea股票343.80美元的收盘价计算,此次股票出售的价值将接近38亿美元,尽管此类交易通常以低于市场价格的价格出售。根据《华尔街日报》看到的一份条款清单,Sea及其银行预计最终价格将于周四确定。该交易的承销商可以选择通过绿鞋将两次发行的规模增加15%。</blockquote></p><p> Like other e-commerce and gaming groups, Sea has enjoyed rapid growth, with the Covid-19 pandemic spurring customers to live more of their lives online.</p><p><blockquote>与其他电子商务和游戏集团一样,Sea也经历了快速增长,Covid-19大流行促使客户更多地在线生活。</blockquote></p><p> Compared with the same period a year earlier, Sea’s revenue in the three months to June more than doubled to nearly $2.3 billion, while paying users for its digital-entertainment business and gross merchandise value for its e-commerce unit both leapt by more than 80% year-over-year.</p><p><blockquote>与去年同期相比,截至6月份的三个月内,Sea的收入增长了一倍多,达到近23亿美元,而其数字娱乐业务的用户付费和电子商务部门的商品总价值均跃升超过80%同比。</blockquote></p><p> The business remains unprofitable however, reporting a net loss of $434 million for the quarter, or $321 million excluding share-based pay to staff. It generated cumulative annual net losses of more than $4 billion in 2018 through 2020.</p><p><blockquote>然而,该业务仍未盈利,本季度净亏损4.34亿美元,不包括员工股权薪酬为3.21亿美元。2018年至2020年,该公司累计年度净亏损超过40亿美元。</blockquote></p><p> Sea’s shares have surged in recent years, giving it a market capitalization of roughly $185 billion. That makes it the region’s biggest listed company, according to S&P Global Market Intelligence data, and has allowed it to pull ahead of some of China’s big tech companies, such asJD.comInc.andPinduoduoInc.,as the Chinese tech industry confronts a series of government crackdowns.</p><p><blockquote>Sea的股价近年来飙升,市值约为1850亿美元。根据标准普尔全球市场情报数据,这使其成为该地区最大的上市公司,并使其领先于京东和拼多多等一些中国大型科技公司,因为中国科技行业正面临一系列政府打击。</blockquote></p><p> Sea itself isone of many tech groups backedby China’s Tencent, and it publishes Tencent games such as League of Legends and Arena of Valor in the region. Tencent held a 22.9% stake as of March 5, according to Sea’s annual report.</p><p><blockquote>Sea本身是中国腾讯控股支持的众多科技集团之一,它在中国发行《英雄联盟》和《英勇竞技场》等腾讯控股游戏。根据Sea的年报,截至3月5日,腾讯控股持有22.9%的股份。</blockquote></p><p> The planned issuance is the latest in a series of fundraising deals by big tech groups in Asia. In April, Meituan, one of China’s most valuable technology companies,raised roughly $10 billionby selling stock and convertible bonds. Meituan, which competes with Alibaba and others, said it would spend some of the proceeds on researching and developing autonomous delivery vehicles, drone deliveries and other technology.</p><p><blockquote>此次计划发行是亚洲大型科技集团一系列融资交易中的最新一起。今年4月,中国市值最高的科技公司之一美团-W通过出售股票和可转换债券筹集了约100亿美元。与阿里巴巴-SW等公司竞争的美团-W表示,将把部分收益用于研发自动配送车、无人机配送等技术。</blockquote></p><p> Southeast Asian tech is also drawingmore interest from investors, with some seeing the planned U.S. listing of Grab Holdings Inc., operator of a superapp that offers services including ride-hailing and delivery, as a watershed moment.</p><p><blockquote>东南亚科技也吸引了更多投资者的兴趣,一些人将Grab Holdings Inc.计划在美国上市视为一个分水岭。Grab Holdings Inc.是一家提供叫车和送货等服务的超级应用运营商。</blockquote></p><p> In May, Singapore-headquartered Grab said it planned to raise about $4.5 billion in a tie-up with a special-purpose acquisition company, or SPAC, and go public in the U.S. at a valuation of nearly $40 billion. Grab expects the deal to close in the fourth quarter.</p><p><blockquote>今年5月,总部位于新加坡的Grab表示,计划与一家特殊目的收购公司(SPAC)合作筹集约45亿美元,并以近400亿美元的估值在美国上市。Grab预计该交易将在第四季度完成。</blockquote></p><p> Units ofGoldman Sachs GroupInc.,JPMorgan Chase & Co. andBank of AmericaCorp.are handling Sea’s offerings.</p><p><blockquote>高盛集团、摩根大通和美国银行的子公司正在处理Sea的发行。</blockquote></p><p> Sea fell over 7% in early trading.</p><p><blockquote>Sea早盘跌超7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1579594bcdff311d196e8c7d1b43d16e\" tg-width=\"1156\" tg-height=\"571\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tencent-Backed Tech Giant Sea Taps Investors for About $6 Billion<blockquote>腾讯控股支持的科技巨头Sea向投资者筹集约60亿美元</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\">\nTencent-Backed Tech Giant Sea Taps Investors for About $6 Billion<blockquote>腾讯控股支持的科技巨头Sea向投资者筹集约60亿美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-09-09 15:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><i><b>(Update: Sept 9, 2021 at 09:44 a.m. ET)</b></i></p><p><blockquote><i><b>(更新:美国东部时间2021年9月9日上午09:44)</b></i></blockquote></p><p> <b>Sea says some of the proceeds would help expand its business, while funds could also be deployed on investments and acquisitions.</b> Southeast Asia’s most valuable listed company, Sea Ltd., plans to raise about $6 billion or more in new funds, capitalizing on investor enthusiasm for the region’s fast-growing technology industry.</p><p><blockquote><b>Sea表示,部分收益将有助于扩大其业务,同时资金也可以用于投资和收购。</b>东南亚最有价值的上市公司Sea Ltd.计划筹集约60亿美元或更多的新资金,利用投资者对该地区快速增长的科技行业的热情。</blockquote></p><p> TheTencent HoldingsLtd.TCEHY-2.95%-backed gaming, e-commerce and digital-finance company said in a filing late Wednesday that it would raise the capital by selling new shares and convertible bonds. Sea said some of the proceeds would help expand its business, while funds could also be deployed on “potential strategic investments and acquisitions.”</p><p><blockquote>腾讯控股有限公司TCEHY-2.95%支持的游戏、电子商务和数字金融公司在周三晚间提交的一份文件中表示,将通过出售新股和可转换债券来筹集资金。Sea表示,部分收益将有助于扩大其业务,同时资金也可以用于“潜在的战略投资和收购”。</blockquote></p><p> The company says its Shopee unit, which competes with rivals including Alibaba Group Holding Ltd.’s Lazada unit, is the largest e-commerce platform in Southeast Asia and Taiwan.</p><p><blockquote>该公司表示,其Shopee部门是东南亚和台湾最大的电子商务平台,与阿里巴巴-SW集团控股有限公司的Lazada部门等竞争对手竞争。</blockquote></p><p> Sea, which is listed on the New York Stock Exchange, plans to sell 11 million American depositary shares and $2.5 billion of five-year convertible bonds.</p><p><blockquote>在纽约证券交易所上市的Sea计划出售1100万股美国存托股票和25亿美元的五年期可转换债券。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d09e89c4e1333b681b0605608cff2a6c\" tg-width=\"336\" tg-height=\"424\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Based on Wednesday’s closing price for Sea shares, of $343.80, the stock sale would be worth close to $3.8 billion, although deals like this are typically sold at a discount to the market price. Sea and its banks expect the final price to be set Thursday, according to a term sheet seen by The Wall Street Journal. The deal’s underwriters have the option to increase the size of both offerings by 15%, via a green shoe.</p><p><blockquote>根据周三Sea股票343.80美元的收盘价计算,此次股票出售的价值将接近38亿美元,尽管此类交易通常以低于市场价格的价格出售。根据《华尔街日报》看到的一份条款清单,Sea及其银行预计最终价格将于周四确定。该交易的承销商可以选择通过绿鞋将两次发行的规模增加15%。</blockquote></p><p> Like other e-commerce and gaming groups, Sea has enjoyed rapid growth, with the Covid-19 pandemic spurring customers to live more of their lives online.</p><p><blockquote>与其他电子商务和游戏集团一样,Sea也经历了快速增长,Covid-19大流行促使客户更多地在线生活。</blockquote></p><p> Compared with the same period a year earlier, Sea’s revenue in the three months to June more than doubled to nearly $2.3 billion, while paying users for its digital-entertainment business and gross merchandise value for its e-commerce unit both leapt by more than 80% year-over-year.</p><p><blockquote>与去年同期相比,截至6月份的三个月内,Sea的收入增长了一倍多,达到近23亿美元,而其数字娱乐业务的用户付费和电子商务部门的商品总价值均跃升超过80%同比。</blockquote></p><p> The business remains unprofitable however, reporting a net loss of $434 million for the quarter, or $321 million excluding share-based pay to staff. It generated cumulative annual net losses of more than $4 billion in 2018 through 2020.</p><p><blockquote>然而,该业务仍未盈利,本季度净亏损4.34亿美元,不包括员工股权薪酬为3.21亿美元。2018年至2020年,该公司累计年度净亏损超过40亿美元。</blockquote></p><p> Sea’s shares have surged in recent years, giving it a market capitalization of roughly $185 billion. That makes it the region’s biggest listed company, according to S&P Global Market Intelligence data, and has allowed it to pull ahead of some of China’s big tech companies, such asJD.comInc.andPinduoduoInc.,as the Chinese tech industry confronts a series of government crackdowns.</p><p><blockquote>Sea的股价近年来飙升,市值约为1850亿美元。根据标准普尔全球市场情报数据,这使其成为该地区最大的上市公司,并使其领先于京东和拼多多等一些中国大型科技公司,因为中国科技行业正面临一系列政府打击。</blockquote></p><p> Sea itself isone of many tech groups backedby China’s Tencent, and it publishes Tencent games such as League of Legends and Arena of Valor in the region. Tencent held a 22.9% stake as of March 5, according to Sea’s annual report.</p><p><blockquote>Sea本身是中国腾讯控股支持的众多科技集团之一,它在中国发行《英雄联盟》和《英勇竞技场》等腾讯控股游戏。根据Sea的年报,截至3月5日,腾讯控股持有22.9%的股份。</blockquote></p><p> The planned issuance is the latest in a series of fundraising deals by big tech groups in Asia. In April, Meituan, one of China’s most valuable technology companies,raised roughly $10 billionby selling stock and convertible bonds. Meituan, which competes with Alibaba and others, said it would spend some of the proceeds on researching and developing autonomous delivery vehicles, drone deliveries and other technology.</p><p><blockquote>此次计划发行是亚洲大型科技集团一系列融资交易中的最新一起。今年4月,中国市值最高的科技公司之一美团-W通过出售股票和可转换债券筹集了约100亿美元。与阿里巴巴-SW等公司竞争的美团-W表示,将把部分收益用于研发自动配送车、无人机配送等技术。</blockquote></p><p> Southeast Asian tech is also drawingmore interest from investors, with some seeing the planned U.S. listing of Grab Holdings Inc., operator of a superapp that offers services including ride-hailing and delivery, as a watershed moment.</p><p><blockquote>东南亚科技也吸引了更多投资者的兴趣,一些人将Grab Holdings Inc.计划在美国上市视为一个分水岭。Grab Holdings Inc.是一家提供叫车和送货等服务的超级应用运营商。</blockquote></p><p> In May, Singapore-headquartered Grab said it planned to raise about $4.5 billion in a tie-up with a special-purpose acquisition company, or SPAC, and go public in the U.S. at a valuation of nearly $40 billion. Grab expects the deal to close in the fourth quarter.</p><p><blockquote>今年5月,总部位于新加坡的Grab表示,计划与一家特殊目的收购公司(SPAC)合作筹集约45亿美元,并以近400亿美元的估值在美国上市。Grab预计该交易将在第四季度完成。</blockquote></p><p> Units ofGoldman Sachs GroupInc.,JPMorgan Chase & Co. andBank of AmericaCorp.are handling Sea’s offerings.</p><p><blockquote>高盛集团、摩根大通和美国银行的子公司正在处理Sea的发行。</blockquote></p><p> Sea fell over 7% in early trading.</p><p><blockquote>Sea早盘跌超7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1579594bcdff311d196e8c7d1b43d16e\" tg-width=\"1156\" tg-height=\"571\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.wsj.com/articles/tencent-backed-tech-giant-sea-taps-investors-for-about-6-billion-11631170423?mod=tech_lead_pos2\">The Wall Street Journal</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.wsj.com/articles/tencent-backed-tech-giant-sea-taps-investors-for-about-6-billion-11631170423?mod=tech_lead_pos2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109486521","content_text":"(Update: Sept 9, 2021 at 09:44 a.m. ET)\n\nSea says some of the proceeds would help expand its business, while funds could also be deployed on investments and acquisitions.\n\nSoutheast Asia’s most valuable listed company, Sea Ltd., plans to raise about $6 billion or more in new funds, capitalizing on investor enthusiasm for the region’s fast-growing technology industry.\nTheTencent HoldingsLtd.TCEHY-2.95%-backed gaming, e-commerce and digital-finance company said in a filing late Wednesday that it would raise the capital by selling new shares and convertible bonds. Sea said some of the proceeds would help expand its business, while funds could also be deployed on “potential strategic investments and acquisitions.”\nThe company says its Shopee unit, which competes with rivals including Alibaba Group Holding Ltd.’s Lazada unit, is the largest e-commerce platform in Southeast Asia and Taiwan.\nSea, which is listed on the New York Stock Exchange, plans to sell 11 million American depositary shares and $2.5 billion of five-year convertible bonds.\n\nBased on Wednesday’s closing price for Sea shares, of $343.80, the stock sale would be worth close to $3.8 billion, although deals like this are typically sold at a discount to the market price. Sea and its banks expect the final price to be set Thursday, according to a term sheet seen by The Wall Street Journal. The deal’s underwriters have the option to increase the size of both offerings by 15%, via a green shoe.\nLike other e-commerce and gaming groups, Sea has enjoyed rapid growth, with the Covid-19 pandemic spurring customers to live more of their lives online.\nCompared with the same period a year earlier, Sea’s revenue in the three months to June more than doubled to nearly $2.3 billion, while paying users for its digital-entertainment business and gross merchandise value for its e-commerce unit both leapt by more than 80% year-over-year.\nThe business remains unprofitable however, reporting a net loss of $434 million for the quarter, or $321 million excluding share-based pay to staff. It generated cumulative annual net losses of more than $4 billion in 2018 through 2020.\nSea’s shares have surged in recent years, giving it a market capitalization of roughly $185 billion. That makes it the region’s biggest listed company, according to S&P Global Market Intelligence data, and has allowed it to pull ahead of some of China’s big tech companies, such asJD.comInc.andPinduoduoInc.,as the Chinese tech industry confronts a series of government crackdowns.\nSea itself isone of many tech groups backedby China’s Tencent, and it publishes Tencent games such as League of Legends and Arena of Valor in the region. Tencent held a 22.9% stake as of March 5, according to Sea’s annual report.\nThe planned issuance is the latest in a series of fundraising deals by big tech groups in Asia. In April, Meituan, one of China’s most valuable technology companies,raised roughly $10 billionby selling stock and convertible bonds. Meituan, which competes with Alibaba and others, said it would spend some of the proceeds on researching and developing autonomous delivery vehicles, drone deliveries and other technology.\nSoutheast Asian tech is also drawingmore interest from investors, with some seeing the planned U.S. listing of Grab Holdings Inc., operator of a superapp that offers services including ride-hailing and delivery, as a watershed moment.\nIn May, Singapore-headquartered Grab said it planned to raise about $4.5 billion in a tie-up with a special-purpose acquisition company, or SPAC, and go public in the U.S. at a valuation of nearly $40 billion. Grab expects the deal to close in the fourth quarter.\nUnits ofGoldman Sachs GroupInc.,JPMorgan Chase & Co. andBank of AmericaCorp.are handling Sea’s offerings.\nSea fell over 7% in early trading.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832833849,"gmtCreate":1629604307481,"gmtModify":1631889918893,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577395115935697","idStr":"3577395115935697"},"themes":[],"htmlText":"Pls like and comment","listText":"Pls like and comment","text":"Pls like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/832833849","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://www.laohu8.com/m/news/1151608193?lang=zh_CN&edition=full","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares半导体ETF较近期高点下跌超过6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中,芯片制造商受到的打击比大多数制造商都要严重。</blockquote></p><p> The iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.</p><p><blockquote>iShares半导体ETF较近期高点下跌超过6%,而标普500、纳斯达克综合指数和道琼斯工业平均指数的跌幅为2%或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股值得买入?或者这个历史上周期性的行业是否会故技重施,进入持续下跌趋势,让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表,但如果您喜欢持有多年股票而不是租用几天,那么该集团是值得买入的。主要原因:“这次不一样。”</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>诚然,这些是投资中最可怕的词语之一。但芯片行业已经发生了如此大的变化,现在确实有所不同——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险,那你就是个傻瓜。我去看看那些。但首先,以下是该组织现在“更安全”的三个主要原因,以及过去几天我与之交谈的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>Impax Asset Management的投资组合经理David Winborne表示:“芯片行业的需求总是由产品周期驱动而繁荣和萧条。”<a href=\"https://laohu8.com/S/FBNC\">第一</a>个人电脑,然后是服务器,然后是电话。”但他表示,现在整个经济对芯片的需求已经扩大,因此长期增长情况更加可预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益“数字化”,从各个角度来看,终端市场需求更加多样化。将远程办公服务视为<a href=\"https://laohu8.com/S/ZM\">Zoom</a>看好该集团的Gabelli Funds投资组合经理兼科技分析师Hendi Susanto指出,在线购物、云服务、电动汽车、5G手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>Motley Fool芯片行业分析师John Rotonti表示:“现代数字经济的任何方面都离不开半导体。”“这意味着更多的芯片进入所有领域。长期需求是存在的。”</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.</p><p><blockquote>他不是在开玩笑。William Blair分析师Greg Scolaro预测,到2030年,芯片行业的收入将从2020年的4650亿美元翻一番,达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着你所听到的普遍供应短缺“可能要到明年年底才能得到解决”,他说<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师Vivek Arya。“这不仅仅是我们的观点,<a href=\"https://laohu8.com/S/AONE.U\">一</a>得到了大多数大客户的确认。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2.玩家已经巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上上下下,从设计到各种类型的设备生产商再到制造,行业参与者已经整合到罗通蒂·评级“赢得”的双头垄断或垄断中。</blockquote></p><p> In chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.</p><p><blockquote>在芯片设计软件中,有Cadence Design Systems和Synopsys。在生产设备方面,公司在极紫外光刻(EUV)领域的ASML等专业领域占据主导地位。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好来赢得他们的利基或双头垄断地位。这使得投资者对它们很感兴趣。罗通蒂表示,整合还意味着参与者在定价和产能方面表现得更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所提升</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为,加上成本削减,意味着现在的盈利能力远高于历史水平。“过去几年,芯片制造的经济性有了很大改善,”温伯恩说。现金流或EBITDA利润率现在通常超过30%,而十年前还在20%左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere&Co.的投资组合经理Lamar Villere指出,尽管芯片股的交易价格约为市场倍数,但它们看起来很便宜,因为它们是更好的公司。“他们的市盈率并不是泡沫。”</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>值得购买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近调查的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新的管理策略</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.</p><p><blockquote>尽管Thrivent的高级股票研究分析师Peter Karazeris有理由对该集团持谨慎态度(见下文),但他特别指出了两家公司,它们的业绩可能会因为在新管理层的领导下而得到提振:高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳健的盈利能力。高通最近受到了一次性问题的打击,例如德克萨斯州的恶劣天气导致生产中断,但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>正在从手机扩展到汽车、工业和物联网互联设备领域等新领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris还特别提到了Nvidia,该公司因其卓越的设计能力而从数据中心和游戏设备芯片需求中获得持续增长。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计,当像高通和英伟达这样的公司想要设计芯片时,他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool的Rotonti解释说,他们基于软件的设计工具帮助芯片创新者为他们的芯片创建蓝图,他挑出了这些名字。“他们不是世界上最快的种植者,但他们有很好的利润率。”他们也主宰着这个空间。</blockquote></p><p> <b>An EUV play</b></p><p><blockquote><b>EUV播放</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图放在硅上,台积电和三星等公司转向ASML。它的机器使用微小的光脉冲将芯片设计模板到硅片上,这一过程被称为极紫外光刻。“没有人知道如何做到这一点,”罗通蒂说。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说,它在供应做到这一点的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供应过剩</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多产品,这样就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne表示,希望到2025年生产70%的芯片,高于目前的5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>这里的结果是,有大量的政府支持来促进制造业——所以会有更多的支持。风险在于未来某个时候供应过剩。这也可能会推动芯片设备的购买,导致未来的平静,这可能会损害设备制造商的销售和利润趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来,像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计,这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair的Scolaro指出,使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流,但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>令人不安的信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人指数(PMI)在4月份达到顶峰,然后连续三个月减速。与此同时,芯片销售持续增长。在Thrivent跟踪这一指标的Karazeris指出,通常情况下,两者遵循相同的趋势。他将这种差异归因于库存建设,而库存建设的可持续性不如真实的终端市场需求。因此,他将这种背离视为芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器(DRAM)芯片定价的预测疲软。“这些通常是你在周期顶部而不是底部看到的事情,”卡拉泽里斯说。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但全球PMI放缓也有可能更多地反映了芯片短缺,而不是表明短缺并不真实(只是库存增加)。Leuthold经济学家兼策略师吉姆·保尔森(Jim Paulsen)表示:“这种分歧并不一定意味着芯片订单会滚动并死亡。这意味着芯片制造业必须迎头赶上。”</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如,福特刚刚宣布,由于芯片短缺,而不是潜在需求短缺,它不得不削减产量。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测,由于高储蓄率、就业和收入反弹以及被压抑的大件商品需求等因素,良好的经济增长是可持续的。如果他是对的,持续的经济实力将支持对所有使用芯片的产品的需求——包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</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\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-23 22:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares半导体ETF较近期高点下跌超过6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中,芯片制造商受到的打击比大多数制造商都要严重。</blockquote></p><p> The iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.</p><p><blockquote>iShares半导体ETF较近期高点下跌超过6%,而标普500、纳斯达克综合指数和道琼斯工业平均指数的跌幅为2%或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股值得买入?或者这个历史上周期性的行业是否会故技重施,进入持续下跌趋势,让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表,但如果您喜欢持有多年股票而不是租用几天,那么该集团是值得买入的。主要原因:“这次不一样。”</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>诚然,这些是投资中最可怕的词语之一。但芯片行业已经发生了如此大的变化,现在确实有所不同——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险,那你就是个傻瓜。我去看看那些。但首先,以下是该组织现在“更安全”的三个主要原因,以及过去几天我与之交谈的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>Impax Asset Management的投资组合经理David Winborne表示:“芯片行业的需求总是由产品周期驱动而繁荣和萧条。”<a href=\"https://laohu8.com/S/FBNC\">第一</a>个人电脑,然后是服务器,然后是电话。”但他表示,现在整个经济对芯片的需求已经扩大,因此长期增长情况更加可预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益“数字化”,从各个角度来看,终端市场需求更加多样化。将远程办公服务视为<a href=\"https://laohu8.com/S/ZM\">Zoom</a>看好该集团的Gabelli Funds投资组合经理兼科技分析师Hendi Susanto指出,在线购物、云服务、电动汽车、5G手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>Motley Fool芯片行业分析师John Rotonti表示:“现代数字经济的任何方面都离不开半导体。”“这意味着更多的芯片进入所有领域。长期需求是存在的。”</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.</p><p><blockquote>他不是在开玩笑。William Blair分析师Greg Scolaro预测,到2030年,芯片行业的收入将从2020年的4650亿美元翻一番,达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着你所听到的普遍供应短缺“可能要到明年年底才能得到解决”,他说<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师Vivek Arya。“这不仅仅是我们的观点,<a href=\"https://laohu8.com/S/AONE.U\">一</a>得到了大多数大客户的确认。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2.玩家已经巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上上下下,从设计到各种类型的设备生产商再到制造,行业参与者已经整合到罗通蒂·评级“赢得”的双头垄断或垄断中。</blockquote></p><p> In chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.</p><p><blockquote>在芯片设计软件中,有Cadence Design Systems和Synopsys。在生产设备方面,公司在极紫外光刻(EUV)领域的ASML等专业领域占据主导地位。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好来赢得他们的利基或双头垄断地位。这使得投资者对它们很感兴趣。罗通蒂表示,整合还意味着参与者在定价和产能方面表现得更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所提升</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为,加上成本削减,意味着现在的盈利能力远高于历史水平。“过去几年,芯片制造的经济性有了很大改善,”温伯恩说。现金流或EBITDA利润率现在通常超过30%,而十年前还在20%左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere&Co.的投资组合经理Lamar Villere指出,尽管芯片股的交易价格约为市场倍数,但它们看起来很便宜,因为它们是更好的公司。“他们的市盈率并不是泡沫。”</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>值得购买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近调查的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新的管理策略</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.</p><p><blockquote>尽管Thrivent的高级股票研究分析师Peter Karazeris有理由对该集团持谨慎态度(见下文),但他特别指出了两家公司,它们的业绩可能会因为在新管理层的领导下而得到提振:高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳健的盈利能力。高通最近受到了一次性问题的打击,例如德克萨斯州的恶劣天气导致生产中断,但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>正在从手机扩展到汽车、工业和物联网互联设备领域等新领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris还特别提到了Nvidia,该公司因其卓越的设计能力而从数据中心和游戏设备芯片需求中获得持续增长。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计,当像高通和英伟达这样的公司想要设计芯片时,他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool的Rotonti解释说,他们基于软件的设计工具帮助芯片创新者为他们的芯片创建蓝图,他挑出了这些名字。“他们不是世界上最快的种植者,但他们有很好的利润率。”他们也主宰着这个空间。</blockquote></p><p> <b>An EUV play</b></p><p><blockquote><b>EUV播放</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图放在硅上,台积电和三星等公司转向ASML。它的机器使用微小的光脉冲将芯片设计模板到硅片上,这一过程被称为极紫外光刻。“没有人知道如何做到这一点,”罗通蒂说。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说,它在供应做到这一点的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供应过剩</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多产品,这样就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne表示,希望到2025年生产70%的芯片,高于目前的5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>这里的结果是,有大量的政府支持来促进制造业——所以会有更多的支持。风险在于未来某个时候供应过剩。这也可能会推动芯片设备的购买,导致未来的平静,这可能会损害设备制造商的销售和利润趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来,像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计,这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair的Scolaro指出,使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流,但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>令人不安的信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人指数(PMI)在4月份达到顶峰,然后连续三个月减速。与此同时,芯片销售持续增长。在Thrivent跟踪这一指标的Karazeris指出,通常情况下,两者遵循相同的趋势。他将这种差异归因于库存建设,而库存建设的可持续性不如真实的终端市场需求。因此,他将这种背离视为芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器(DRAM)芯片定价的预测疲软。“这些通常是你在周期顶部而不是底部看到的事情,”卡拉泽里斯说。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但全球PMI放缓也有可能更多地反映了芯片短缺,而不是表明短缺并不真实(只是库存增加)。Leuthold经济学家兼策略师吉姆·保尔森(Jim Paulsen)表示:“这种分歧并不一定意味着芯片订单会滚动并死亡。这意味着芯片制造业必须迎头赶上。”</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如,福特刚刚宣布,由于芯片短缺,而不是潜在需求短缺,它不得不削减产量。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测,由于高储蓄率、就业和收入反弹以及被压抑的大件商品需求等因素,良好的经济增长是可持续的。如果他是对的,持续的经济实力将支持对所有使用芯片的产品的需求——包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦","GOOGL":"谷歌A","SSNLF":"三星电子","TSM":"台积电","QCOM":"高通","GOOG":"谷歌","AMZN":"亚马逊","SOXX":"iShares费城交易所半导体ETF","CDNS":"铿腾电子","ON":"安森美半导体","SNPS":"新思科技","AAPL":"苹果","NVDA":"英伟达"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1,"symbols_score_info":{"AAPL":0.9,"ASML":0.9,"TSM":0.9,"CDNS":0.9,"NVDA":0.9,"SNPS":0.9,"QCOM":0.9,"AMZN":0.9,"GOOG":0.9,"GOOGL":0.9,"ON":0.9,"SOXX":0.9,"SSNLF":0.9}},"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125403152,"gmtCreate":1624683167276,"gmtModify":1631892424676,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577395115935697","idStr":"3577395115935697"},"themes":[],"htmlText":"Comment!","listText":"Comment!","text":"Comment!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/125403152","repostId":"1132692662","repostType":4,"repost":{"id":"1132692662","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":1624680481,"share":"https://www.laohu8.com/m/news/1132692662?lang=zh_CN&edition=full","pubTime":"2021-06-26 12:08","market":"us","language":"en","title":"Tesla recalls some imported and domestic Model 3 and Model Y in China<blockquote>特斯拉在华召回部分进口及国产Model 3和Model Y</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1132692662","media":"Tiger Newspress","summary":"Recently, Tesla filed a recall plan and decided to recall some vehicles from now on,according to China's State Administration of market supervision.Tesla decided to recall 35665 imported Model 3 produced between January 12, 2019 and November 27, 2019.Meanwhile, Tesla will recall some domestic Model 3 produced from December 19, 2019 to June 7, 2021, totaling 211256 vehicles; A total of 38599 domestic Model Y were produced from January 1, 2021 to June 7, 2021.In response to the recall, Tesla said ","content":"<p>Recently, Tesla filed a recall plan and decided to recall some vehicles from now on,according to China's State Administration of market supervision.</p><p><blockquote>据国家市场监督管理总局消息,近日,特斯拉备案了召回计划,决定自即日起召回部分车辆。</blockquote></p><p> Tesla decided to recall 35665 imported Model 3 produced between January 12, 2019 and November 27, 2019.</p><p><blockquote>特斯拉决定召回2019年1月12日至2019年11月27日期间生产的35665辆进口Model 3。</blockquote></p><p> Meanwhile, Tesla will recall some domestic Model 3 produced from December 19, 2019 to June 7, 2021, totaling 211256 vehicles; A total of 38599 domestic Model Y were produced from January 1, 2021 to June 7, 2021.</p><p><blockquote>同时,特斯拉将召回2019年12月19日至2021年6月7日生产的部分国产Model 3,共计211256辆;2021年1月1日至2021年6月7日期间生产的国产Model Y共计38599辆。</blockquote></p><p> Due to the problems of the active cruise control system of the vehicles within the scope of this recall, it is easy for the driver to activate the active cruise function by mistake in the following situations: when the vehicle is in D gear, the driver tries to switch the gear by pushing the right control lever again; When the vehicle turns sharply, the driver touches and moves the right control lever by mistake, etc. After the active cruise control is mistakenly activated, if the cruise speed set by the vehicle is not the current speed, and the current speed is lower than the set speed, the vehicle will accelerate to the set speed, resulting in a sudden increase in vehicle speed, which will affect the driver's expectation and lead to misjudgment of vehicle handling. In extreme cases, it may lead to vehicle collision, and there are potential safety hazards.</p><p><blockquote>本次召回范围内车辆由于主动巡航控制系统存在问题,在以下情况下驾驶员容易误激活主动巡航功能:当车辆挂入D挡时,驾驶员试图通过再次推动右侧操纵杆来切换挡位;车辆急转弯时,驾驶员误触并移动右侧操纵杆等。误启动主动巡航控制后,如果车辆设定的巡航速度不是当前速度,而当前速度低于设定速度,车辆就会加速到设定速度,造成车速突然升高,影响驾驶员的预期,导致车辆操控误判。极端情况下可能导致车辆碰撞,存在安全隐患。</blockquote></p><p> Tesla will upgrade the active cruise control software for the recalled vehicles free of charge through OTA technology, so users can complete the software upgrade without going to the store; For vehicles that cannot be recalled through OTA technology, Tesla Motors (Beijing) Co., Ltd. and Tesla (Shanghai) Co., Ltd. will contact relevant users through Tesla service center to upgrade active cruise control software for vehicles free, so as to eliminate potential safety hazards.</p><p><blockquote>特斯拉将通过OTA技术为召回车辆免费升级主动巡航控制软件,用户无需到店即可完成软件升级;对于无法通过OTA技术召回的车辆,特斯拉(北京)有限公司和特斯拉(上海)有限公司将通过特斯拉服务中心联系相关用户,为车辆免费升级主动巡航控制软件,以消除安全隐患。</blockquote></p><p> In response to the recall, Tesla said on June 26 that for the vehicles (Model 3 / Model Y) within the scope of this recall, due to the fact that the active cruise control function may be activated by the driver by mistake, there are potential safety hazards in extreme cases. Tesla took the initiative to file the recall plan with the State Administration of market supervision and administration. Users do not need to go to the store to complete the OTA. Tesla said it apologized for the inconvenience caused by the recall.</p><p><blockquote>针对此次召回,特斯拉6月26日表示,本次召回范围内的车辆(Model 3/Model Y),由于主动巡航控制功能可能被驾驶员误激活,极端情况下存在安全隐患。特斯拉主动向国家市场监督管理总局备案了召回计划。用户无需前往门店即可完成OTA。特斯拉表示,对此次召回给您带来的不便表示歉意。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla recalls some imported and domestic Model 3 and Model Y in China<blockquote>特斯拉在华召回部分进口及国产Model 3和Model Y</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 recalls some imported and domestic Model 3 and Model Y in China<blockquote>特斯拉在华召回部分进口及国产Model 3和Model Y</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\">2021-06-26 12:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Recently, Tesla filed a recall plan and decided to recall some vehicles from now on,according to China's State Administration of market supervision.</p><p><blockquote>据国家市场监督管理总局消息,近日,特斯拉备案了召回计划,决定自即日起召回部分车辆。</blockquote></p><p> Tesla decided to recall 35665 imported Model 3 produced between January 12, 2019 and November 27, 2019.</p><p><blockquote>特斯拉决定召回2019年1月12日至2019年11月27日期间生产的35665辆进口Model 3。</blockquote></p><p> Meanwhile, Tesla will recall some domestic Model 3 produced from December 19, 2019 to June 7, 2021, totaling 211256 vehicles; A total of 38599 domestic Model Y were produced from January 1, 2021 to June 7, 2021.</p><p><blockquote>同时,特斯拉将召回2019年12月19日至2021年6月7日生产的部分国产Model 3,共计211256辆;2021年1月1日至2021年6月7日期间生产的国产Model Y共计38599辆。</blockquote></p><p> Due to the problems of the active cruise control system of the vehicles within the scope of this recall, it is easy for the driver to activate the active cruise function by mistake in the following situations: when the vehicle is in D gear, the driver tries to switch the gear by pushing the right control lever again; When the vehicle turns sharply, the driver touches and moves the right control lever by mistake, etc. After the active cruise control is mistakenly activated, if the cruise speed set by the vehicle is not the current speed, and the current speed is lower than the set speed, the vehicle will accelerate to the set speed, resulting in a sudden increase in vehicle speed, which will affect the driver's expectation and lead to misjudgment of vehicle handling. In extreme cases, it may lead to vehicle collision, and there are potential safety hazards.</p><p><blockquote>本次召回范围内车辆由于主动巡航控制系统存在问题,在以下情况下驾驶员容易误激活主动巡航功能:当车辆挂入D挡时,驾驶员试图通过再次推动右侧操纵杆来切换挡位;车辆急转弯时,驾驶员误触并移动右侧操纵杆等。误启动主动巡航控制后,如果车辆设定的巡航速度不是当前速度,而当前速度低于设定速度,车辆就会加速到设定速度,造成车速突然升高,影响驾驶员的预期,导致车辆操控误判。极端情况下可能导致车辆碰撞,存在安全隐患。</blockquote></p><p> Tesla will upgrade the active cruise control software for the recalled vehicles free of charge through OTA technology, so users can complete the software upgrade without going to the store; For vehicles that cannot be recalled through OTA technology, Tesla Motors (Beijing) Co., Ltd. and Tesla (Shanghai) Co., Ltd. will contact relevant users through Tesla service center to upgrade active cruise control software for vehicles free, so as to eliminate potential safety hazards.</p><p><blockquote>特斯拉将通过OTA技术为召回车辆免费升级主动巡航控制软件,用户无需到店即可完成软件升级;对于无法通过OTA技术召回的车辆,特斯拉(北京)有限公司和特斯拉(上海)有限公司将通过特斯拉服务中心联系相关用户,为车辆免费升级主动巡航控制软件,以消除安全隐患。</blockquote></p><p> In response to the recall, Tesla said on June 26 that for the vehicles (Model 3 / Model Y) within the scope of this recall, due to the fact that the active cruise control function may be activated by the driver by mistake, there are potential safety hazards in extreme cases. Tesla took the initiative to file the recall plan with the State Administration of market supervision and administration. Users do not need to go to the store to complete the OTA. Tesla said it apologized for the inconvenience caused by the recall.</p><p><blockquote>针对此次召回,特斯拉6月26日表示,本次召回范围内的车辆(Model 3/Model Y),由于主动巡航控制功能可能被驾驶员误激活,极端情况下存在安全隐患。特斯拉主动向国家市场监督管理总局备案了召回计划。用户无需前往门店即可完成OTA。特斯拉表示,对此次召回给您带来的不便表示歉意。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132692662","content_text":"Recently, Tesla filed a recall plan and decided to recall some vehicles from now on,according to China's State Administration of market supervision.\nTesla decided to recall 35665 imported Model 3 produced between January 12, 2019 and November 27, 2019.\nMeanwhile, Tesla will recall some domestic Model 3 produced from December 19, 2019 to June 7, 2021, totaling 211256 vehicles; A total of 38599 domestic Model Y were produced from January 1, 2021 to June 7, 2021.\nDue to the problems of the active cruise control system of the vehicles within the scope of this recall, it is easy for the driver to activate the active cruise function by mistake in the following situations: when the vehicle is in D gear, the driver tries to switch the gear by pushing the right control lever again; When the vehicle turns sharply, the driver touches and moves the right control lever by mistake, etc. After the active cruise control is mistakenly activated, if the cruise speed set by the vehicle is not the current speed, and the current speed is lower than the set speed, the vehicle will accelerate to the set speed, resulting in a sudden increase in vehicle speed, which will affect the driver's expectation and lead to misjudgment of vehicle handling. In extreme cases, it may lead to vehicle collision, and there are potential safety hazards.\nTesla will upgrade the active cruise control software for the recalled vehicles free of charge through OTA technology, so users can complete the software upgrade without going to the store; For vehicles that cannot be recalled through OTA technology, Tesla Motors (Beijing) Co., Ltd. and Tesla (Shanghai) Co., Ltd. will contact relevant users through Tesla service center to upgrade active cruise control software for vehicles free, so as to eliminate potential safety hazards.\nIn response to the recall, Tesla said on June 26 that for the vehicles (Model 3 / Model Y) within the scope of this recall, due to the fact that the active cruise control function may be activated by the driver by mistake, there are potential safety hazards in extreme cases. Tesla took the initiative to file the recall plan with the State Administration of market supervision and administration. Users do not need to go to the store to complete the OTA. Tesla said it apologized for the inconvenience caused by the recall.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}