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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>股市调整即将到来吗?这里有一个大红旗</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顶线</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:第三季度超出预期,自由现金流增加,提高指引,但抛售创造机会</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在盘前交易中上涨近2%,推出中国最先进的芯片之一</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、卡梅科、苹果、特斯拉、AMC:进入新的一周,华尔街投注的股票热闹非凡</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 向投资者寻求约 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.laohunote.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3.45%。据国家支持的媒体报道,中国监管机构已暂停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{ 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}\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3.45%。据国家支持的媒体报道,中国监管机构已暂停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":2482,"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":[],"title":"","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.laohunote.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>顶级基金的权重现在低于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、最直言不讳的多头之一就是凯西·伍德 (Cathie Wood)。方舟投资管理公司的领导者已经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,她的公司最近一直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>关注我特斯拉报道的人都知道,自 2020 年 3 月下旬以来,我一直在跟踪 Ark Investment 的每日特斯拉持有量。该股票主要持有于 Ark 的三只主动 ETF 中——创新 ETF (ARKK)、自主技术和机器人 ETF (ARKQ) 以及下一代互联网 ETF (ARKW)。最近,Ark Invest推出了一只持有特斯拉的透明度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 不会像主动 ETF 那样进行大规模的每日配置变动,因此它对今天的争论并不重要。</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>对于其主动型 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入或卖出,以改变股票在六只活跃 ETF 之一中的权重。由于资金流入或赎回,每天也会有头寸变化,但这些没有显示在电子邮件中。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 的分配变化。</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 Daily Trades 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>ARKK 被称为 Ark Invest 的“母舰”,因为它是该公司的旗舰基金,包含该公司管理总资产的约 52%。该 ETF 周三的特斯拉出售是过去 19 个交易日中的第 12 次,Ark Invest 周三还出售了持有该股票的另外两只活跃 ETF 的 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>在计算周三流入和赎回造成的任何变化之前,周三的三笔特斯拉出售将使特斯拉在活跃 ETF 中的总持股量达到约 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变化(三只 ETF 的单日总峰值超过 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>当你考虑到上周美国消费者新闻与商业频道的出现时,最近特斯拉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,她重申了该股 3,000 美元的基本目标价。当时股价约为 1,050 美元,但她当天就卖出了股票,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,但在美联储做出决定后随市场反弹。</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>现在会有凯西·伍德的捍卫者谈论个人姓名的职位限制。嗯,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高达 30% 的股份。如下图所示,特斯拉在 ARKK 的每日收盘权重从未超过 13%,因此股价无论如何都不会接近这个限制。凯西·伍德 (Cathie Wood) 有一个“自我施加的限制”,禁止任何配置购买基金中超过 10% 的任何股票,但对于她何时必须出售任何股票并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方舟在特斯拉的销售额有关。会有人说凯西因为这些限制而被卖掉,但这是一个错误的理论。是的,特斯拉的股票近年来确实有所上涨,但当你的股票目标价为 3,000 美元时,为什么你目前的卖价低于 1,000 美元呢?看看下面的图表,它显示了过去 420 个交易日特斯拉在 ARKK 中的权重。</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月15日的加权。资料来源:ARKK 网站每日跟踪</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,特斯拉在我的跟踪期内从未低于 8.50%,但凯西·伍德 (Cathie Wood) 仍在继续抛售股票,即使特斯拉的权重处于至少 21 个月来的最低点。此前,当特斯拉回到10.00%以下时,方舟投资通常会很快再次购买股票。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 86 万股是由于她的基金从历史高点暴跌而赎回的。</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的声明完全相反。该基金经理周三继续出售这家电动汽车制造商的股票,尽管其旗舰基金的权重已经达到 400 多个交易日以来的最低。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 3,000 美元的目标价,但她最近的交易历史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>顶级基金的权重现在低于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、最直言不讳的多头之一就是凯西·伍德 (Cathie Wood)。方舟投资管理公司的领导者已经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,她的公司最近一直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>关注我特斯拉报道的人都知道,自 2020 年 3 月下旬以来,我一直在跟踪 Ark Investment 的每日特斯拉持有量。该股票主要持有于 Ark 的三只主动 ETF 中——创新 ETF (ARKK)、自主技术和机器人 ETF (ARKQ) 以及下一代互联网 ETF (ARKW)。最近,Ark Invest推出了一只持有特斯拉的透明度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 不会像主动 ETF 那样进行大规模的每日配置变动,因此它对今天的争论并不重要。</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>对于其主动型 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入或卖出,以改变股票在六只活跃 ETF 之一中的权重。由于资金流入或赎回,每天也会有头寸变化,但这些没有显示在电子邮件中。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 的分配变化。</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 Daily Trades 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>ARKK 被称为 Ark Invest 的“母舰”,因为它是该公司的旗舰基金,包含该公司管理总资产的约 52%。该 ETF 周三的特斯拉出售是过去 19 个交易日中的第 12 次,Ark Invest 周三还出售了持有该股票的另外两只活跃 ETF 的 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>在计算周三流入和赎回造成的任何变化之前,周三的三笔特斯拉出售将使特斯拉在活跃 ETF 中的总持股量达到约 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变化(三只 ETF 的单日总峰值超过 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>当你考虑到上周美国消费者新闻与商业频道的出现时,最近特斯拉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,她重申了该股 3,000 美元的基本目标价。当时股价约为 1,050 美元,但她当天就卖出了股票,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,但在美联储做出决定后随市场反弹。</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>现在会有凯西·伍德的捍卫者谈论个人姓名的职位限制。嗯,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高达 30% 的股份。如下图所示,特斯拉在 ARKK 的每日收盘权重从未超过 13%,因此股价无论如何都不会接近这个限制。凯西·伍德 (Cathie Wood) 有一个“自我施加的限制”,禁止任何配置购买基金中超过 10% 的任何股票,但对于她何时必须出售任何股票并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方舟在特斯拉的销售额有关。会有人说凯西因为这些限制而被卖掉,但这是一个错误的理论。是的,特斯拉的股票近年来确实有所上涨,但当你的股票目标价为 3,000 美元时,为什么你目前的卖价低于 1,000 美元呢?看看下面的图表,它显示了过去 420 个交易日特斯拉在 ARKK 中的权重。</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月15日的加权。资料来源:ARKK 网站每日跟踪</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,特斯拉在我的跟踪期内从未低于 8.50%,但凯西·伍德 (Cathie Wood) 仍在继续抛售股票,即使特斯拉的权重处于至少 21 个月来的最低点。此前,当特斯拉回到10.00%以下时,方舟投资通常会很快再次购买股票。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 86 万股是由于她的基金从历史高点暴跌而赎回的。</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的声明完全相反。该基金经理周三继续出售这家电动汽车制造商的股票,尽管其旗舰基金的权重已经达到 400 多个交易日以来的最低。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 3,000 美元的目标价,但她最近的交易历史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","ARKG":"ARK Genomic Revolution ETF","TSLA":"特斯拉"},"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":{"ARKG":0.9,"TSLA":0.9,"ARKK":0.9}},"isVote":1,"tweetType":1,"viewCount":2981,"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":[],"title":"","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.laohunote.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>该股周二上涨超过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>该股周二上涨超过12%。</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":"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":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":3592,"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":[],"title":"","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.laohunote.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":{"RIVN":"Rivian Automotive, Inc.","TSLA":"特斯拉","SEV":"Aptera Motors","FSR":"菲斯克","LI":"理想汽车","LCID":"Lucid Group Inc","NIO":"蔚来","XPEV":"小鹏集团"},"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":{"ARVL":0.9,"GOEV":0.9,"LI":0.9,"TSLA":0.9,"NIO":0.9,"XPEV":0.9,"SEV":0.9,"NKLA":0.9,"RIVN":0.9,"LCID":0.9,"FSR":0.9}},"isVote":1,"tweetType":1,"viewCount":2846,"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":[],"title":"","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.laohunote.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>股市调整即将到来吗?这里有一个大红旗</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>说奥密克戎变体正在撼动市场是一种保守的说法。但再加上股市比以往任何时候都贵--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已较 11 月下旬的历史高点下跌近 3%。周五,市场经历了今年最糟糕的一天。周二的情况更加丑陋--疫苗和治疗方法的生产商预测,他们的疗法可能不会像其他变种那样有效对抗奥密克戎病毒。</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>但即使在疫情的这几个月里,真正的调整——10%的下降——也是难以捉摸的。这本身就有点令人惊讶,因为调整通常是大牛市的正常组成部分。</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>不过,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,美国股市总市值约占美国国内生产总值的215%,为有史以来最高水平。</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>这么高的数字不好。这很糟糕,通常是调整即将到来的信号</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,市值与 GDP 之比达到约 100% 的历史新高,就在当年年底著名的股市崩盘之前。2000 年,就在熊市开始之前(至少下跌 20%),又创下了约 150% 的新高。2008 年,金融危机爆发前夕,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:也许是一个修正;话又说回来,也许不是。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,众所周知,股票估值并不是投资者决定是否应该买入或卖出的最佳时机工具。估值可能会长期保持在高位。</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,当经济前景真的恶化时,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:”由于这种变异,未来几周市场肯定有可能进一步下跌,波动性加剧,尤其是考虑到围绕它的所有不确定性。“还有进行体面修正的空间”。</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——疫苗将对新变种有效。否则,准备好修正。</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>股市调整即将到来吗?这里有一个大红旗</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>股市调整即将到来吗?这里有一个大红旗</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>说奥密克戎变体正在撼动市场是一种保守的说法。但再加上股市比以往任何时候都贵--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已较 11 月下旬的历史高点下跌近 3%。周五,市场经历了今年最糟糕的一天。周二的情况更加丑陋--疫苗和治疗方法的生产商预测,他们的疗法可能不会像其他变种那样有效对抗奥密克戎病毒。</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>但即使在疫情的这几个月里,真正的调整——10%的下降——也是难以捉摸的。这本身就有点令人惊讶,因为调整通常是大牛市的正常组成部分。</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>不过,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,美国股市总市值约占美国国内生产总值的215%,为有史以来最高水平。</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>这么高的数字不好。这很糟糕,通常是调整即将到来的信号</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,市值与 GDP 之比达到约 100% 的历史新高,就在当年年底著名的股市崩盘之前。2000 年,就在熊市开始之前(至少下跌 20%),又创下了约 150% 的新高。2008 年,金融危机爆发前夕,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:也许是一个修正;话又说回来,也许不是。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,众所周知,股票估值并不是投资者决定是否应该买入或卖出的最佳时机工具。估值可能会长期保持在高位。</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,当经济前景真的恶化时,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:”由于这种变异,未来几周市场肯定有可能进一步下跌,波动性加剧,尤其是考虑到围绕它的所有不确定性。“还有进行体面修正的空间”。</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——疫苗将对新变种有效。否则,准备好修正。</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":3088,"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":[],"title":"","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.laohunote.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《汽车周刊》报道, 特斯拉将于 12 月在德国开始生产, 其股价在盘前交易中上涨近 3%。</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《汽车周刊》报道,特斯拉公司将于 12 月启动其迟到的德国生产业务,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批准必要的许可,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辆 Model Y,但尚未投入生产线。据 Automobilwoche 报道,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《汽车周刊》报道, 特斯拉将于 12 月在德国开始生产, 其股价在盘前交易中上涨近 3%。</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《汽车周刊》报道,特斯拉公司将于 12 月启动其迟到的德国生产业务,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批准必要的许可,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辆 Model Y,但尚未投入生产线。据 Automobilwoche 报道,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":3052,"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":[],"title":"","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.laohunote.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顶线</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>美国股指期货显示,感恩节后华尔街开盘下滑,油价触及两个月低点,原因是对可能产生疫苗耐药性的冠状病毒变种的担忧导致投资者纷纷涌向避险资产。</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>美国东部时间上午 8:00,道琼斯电子迷你指数下跌 776 点,跌幅 2.17%,标普500电子迷你指数下跌 73.25 点,跌幅 1.56%,纳斯达克 100 电子迷你指数下跌 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: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 (Royal London Asset Management) 股票主管彼得·鲁特 (Peter Rutter) 表示:“这可能是人们回顾经济复苏和利率上升脱轨的时刻,但我们所拥有的是大量的不确定性,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发生了什么。”</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“令人担忧的变种”。</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这种变体的影响。</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>科格兰说:“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。”</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——由于新的 Covid-19 变种的消息,航空股在盘前受到沉重打击,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%,挪威邮轮 (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——在新冠病毒变种消息传出后,这些股票正在上涨,Moderna (MRNA) 在盘前飙升 8.6%,辉瑞 (PFE) 上涨 5.6%,BioNTech (BNTX) 上涨 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)——该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,这比早期研究中看到的有效率要低,默克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)——据国家支持的《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。两家公司没有给出终止这些案件的理由。美光盘前下跌 1.6%,联微下跌 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</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出价不符合加拿大政府的要求。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,并仍在竞争中。波音公司在盘前交易中下跌 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)——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,由于来自阿里巴巴-SW(BABA)和京东(JD)等公司的竞争日益激烈,该公司股价在盘前暴跌17.7%。</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顶线</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顶线</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>美国股指期货显示,感恩节后华尔街开盘下滑,油价触及两个月低点,原因是对可能产生疫苗耐药性的冠状病毒变种的担忧导致投资者纷纷涌向避险资产。</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>美国东部时间上午 8:00,道琼斯电子迷你指数下跌 776 点,跌幅 2.17%,标普500电子迷你指数下跌 73.25 点,跌幅 1.56%,纳斯达克 100 电子迷你指数下跌 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: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 (Royal London Asset Management) 股票主管彼得·鲁特 (Peter Rutter) 表示:“这可能是人们回顾经济复苏和利率上升脱轨的时刻,但我们所拥有的是大量的不确定性,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发生了什么。”</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“令人担忧的变种”。</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这种变体的影响。</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>科格兰说:“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。”</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——由于新的 Covid-19 变种的消息,航空股在盘前受到沉重打击,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%,挪威邮轮 (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——在新冠病毒变种消息传出后,这些股票正在上涨,Moderna (MRNA) 在盘前飙升 8.6%,辉瑞 (PFE) 上涨 5.6%,BioNTech (BNTX) 上涨 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)——该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,这比早期研究中看到的有效率要低,默克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)——据国家支持的《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。两家公司没有给出终止这些案件的理由。美光盘前下跌 1.6%,联微下跌 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</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出价不符合加拿大政府的要求。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,并仍在竞争中。波音公司在盘前交易中下跌 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)——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,由于来自阿里巴巴-SW(BABA)和京东(JD)等公司的竞争日益激烈,该公司股价在盘前暴跌17.7%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"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":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3250,"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":[],"title":"","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.laohunote.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:第三季度超出预期,自由现金流增加,提高指引,但抛售创造机会</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,自由现金流较之前的 3 亿美元增长 4 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>一些投资者喜欢讨厌 Palantir (PLTR),该公司过去被戏称为黑盒公司,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 目前的收入趋势,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。第三季度的共识数字是3.8656亿美元的收入,PLTR在2021年第四季度实现了3.921亿美元的收入,预计为4.18亿美元。随着 PLTR 大幅下跌,盘前市场的反应只不过是一片红海,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,要么平仓,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>财报发布有什么不妥之处导致抛售一直徘徊在-9.03%的范围内?PLTR 收入同比增长 36%,第三季度新增 34 名客户,并完成 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长 50%,达到 36 亿美元,并交付了 1.01 亿美元的运营现金(利润率为 26%)和 1.99 亿美元的自由现金流(利润率为 30%)。PLTR 还提高了 2021 年的指引,因为他们现在预计收入同比增长 40%,而之前预测为 30%,并将自由现金流的预测从 3 亿美元上调至 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具有推动收入和自由现金流的巨大潜力。我相信这次抛售是短暂的,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:Seeking Alpha)</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 的商业和政府收入持续增长</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,他们的商业业务一个又一个季度地扩大。上市五个季度后,PLTR的季度商业收入增加了6200万美元,增幅达55.36%。2021 年第三季度,PLTR 的商业运营收入为 1.74 亿美元,占其季度收入 3.921 亿美元的 44.38%。过去两年,PLTR的第三季度收入增长了85.11%,2020年第三季度同比增长35.11%,2021年第三季度又同比增长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。商业客户正在邀请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 净增 34 家新客户,商业客户群环比增长 20%,达到 203 家。过去一年,PLTR 的商业客户群增长了 46.04%,客户数量从 139 家增加到 203 家,增加了 64 家。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Q1以来,PLTR的季度收入增加了1.631亿美元(71.23%),平均季度增长率为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,增幅为 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 预计其 2021 年第四季度收入将为 4.18 亿美元。PLTR 预计将创造另一项公司纪录,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个月的总收入(TTM)。过去六个季度,PLTR 的 TTM 收入增加了 6.206 亿美元(76.55%),从 8.106 亿美元增至 14.3 亿美元。平均而言,PLTR 的 TTM 收入增长环比增长 1.0342 亿美元(9.94%)。在2020年第一季度至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,因为过去三个季度的环比收入都至少增长了1.05亿美元。2021 年第三季度,PLTR 的 TTM 收入增至 14.3 亿美元,环比收入增长 1.068 亿美元(8.06%)。与季度指标一样,PLTR 的 TTM 预计将环比额外增长 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远超过 30% 的预测,因为到 2021 年,他们的收入将增加 4.3430 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 FCF 为正,并正在扩大其指标。在 2020 年前 9 个月,PLTR 产生了 2.85 亿美元的自由现金流,在 2021 年前 9 个月末,PLTR 交付了 6.05 亿美元的波动,年初至今已产生 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到 300 美元,现在又将其再次提高到 4 亿多美元。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%,他们预计 2021 年自由现金流利润率将超过 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 年自由现金流利润率将为 26.2%。PLTR 仍预计到 2025 年年收入同比增长 30%,基于 2021 年 1527 美元的预测,他们 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,如果他们超出预期并同比增长 35%,那么他们 2025 年收入将达到 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>(资料来源: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正在全力以赴。同比,他们的第三季度收入增长了 36%,他们第二次将自由现金流的指导从 3 亿美元提高到 4 亿多美元,并将年收入增长指导从 30% 提高到约 40%。PLTR 仍维持其未来同比增长 30% 的收入前景,并创造了一些令人印象深刻的利润率。PLTR 第三季度商业收入同比增长 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 笔收入至少为 500 万美元,18 笔收入至少为 1000 万美元。PLTR 的增长指标令人印象深刻,我预计他们未来将低于承诺并超额完成。</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,我写过关于政府、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)未来机会的文章。在今天的财报看涨期权上,PLTR 介绍了有关他们将为碳排放和加密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的转变,拜登总统重新加入了《巴黎协定》,重新参与应对气候变化。到2050年实现整个经济净零排放计划的一部分。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,将与欧盟和其他数十个国家合作,到2030年将全球甲烷排放总量减少30%。无论你对气候的立场是什么,都有许多人认为我们需要降低排放,许多国家正在努力实现一个目标。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一起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工业排放物的碳酸盐燃料电池来自发电厂或制造设施的烟气流。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,以显示单个窗格来查看收入、利润率、产量和所有排放,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铸造。看起来PLTR正在利用他们的反洗钱和了解客户的专业知识。多年来,PLTR 与多个政府合作,发现全球最大银行的合规问题,并帮助这些银行做出回应并加强其合规计划。这是完全有道理的,当你回到合同时,PLTR已经被美国国税局和美国证券交易委员会授予了(在以前的文章中讨论过)。仅在第三季度,PLTR 就与美国国税局签署了 6 份合同。如果让我猜的话,PLTR的软件会被政府方面的国税局和美国证券交易委员会使用,并被银行和加密货币交易所采用。目前,在过去24小时内,比特币基地(纳斯达克股票代码:COIN)显示比特币(BTC-USD)的交易量为438亿美元。我认为 PLTR 最终将推动其加密货币代工厂的政府和商业合同的未来收入。</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>(资料来源: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盈利并在消息大好时抛售消息的又一统计数据。还有人希望PLTR做什么?这是一个出色的季度,第三季度收入同比增长 36%,FCF 达到 1.19 亿美元,利润率为 30%,PLTR 完成了 54 笔交易,每笔交易价值超过 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。这是一个关于所有积极因素的卖出消息,这创造了一个买入机会。我将长期持有 PLTR,并计划如果抛售继续的话加仓。</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。杠铃资本将为其成员提供独家研究、模型投资组合、投资工具、问答会议、观察列表和附加功能。我还将有一个实时投资组合,专门用于通过交易、出售看跌期权和出售备兑评级来产生资本。利润将被分配到未来的资本增值投资和股息投资中,以便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:第三季度超出预期,自由现金流增加,提高指引,但抛售创造机会</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:第三季度超出预期,自由现金流增加,提高指引,但抛售创造机会</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,自由现金流较之前的 3 亿美元增长 4 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>一些投资者喜欢讨厌 Palantir (PLTR),该公司过去被戏称为黑盒公司,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 目前的收入趋势,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。第三季度的共识数字是3.8656亿美元的收入,PLTR在2021年第四季度实现了3.921亿美元的收入,预计为4.18亿美元。随着 PLTR 大幅下跌,盘前市场的反应只不过是一片红海,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,要么平仓,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>财报发布有什么不妥之处导致抛售一直徘徊在-9.03%的范围内?PLTR 收入同比增长 36%,第三季度新增 34 名客户,并完成 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长 50%,达到 36 亿美元,并交付了 1.01 亿美元的运营现金(利润率为 26%)和 1.99 亿美元的自由现金流(利润率为 30%)。PLTR 还提高了 2021 年的指引,因为他们现在预计收入同比增长 40%,而之前预测为 30%,并将自由现金流的预测从 3 亿美元上调至 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具有推动收入和自由现金流的巨大潜力。我相信这次抛售是短暂的,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:Seeking Alpha)</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 的商业和政府收入持续增长</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,他们的商业业务一个又一个季度地扩大。上市五个季度后,PLTR的季度商业收入增加了6200万美元,增幅达55.36%。2021 年第三季度,PLTR 的商业运营收入为 1.74 亿美元,占其季度收入 3.921 亿美元的 44.38%。过去两年,PLTR的第三季度收入增长了85.11%,2020年第三季度同比增长35.11%,2021年第三季度又同比增长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。商业客户正在邀请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 净增 34 家新客户,商业客户群环比增长 20%,达到 203 家。过去一年,PLTR 的商业客户群增长了 46.04%,客户数量从 139 家增加到 203 家,增加了 64 家。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Q1以来,PLTR的季度收入增加了1.631亿美元(71.23%),平均季度增长率为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,增幅为 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 预计其 2021 年第四季度收入将为 4.18 亿美元。PLTR 预计将创造另一项公司纪录,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个月的总收入(TTM)。过去六个季度,PLTR 的 TTM 收入增加了 6.206 亿美元(76.55%),从 8.106 亿美元增至 14.3 亿美元。平均而言,PLTR 的 TTM 收入增长环比增长 1.0342 亿美元(9.94%)。在2020年第一季度至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,因为过去三个季度的环比收入都至少增长了1.05亿美元。2021 年第三季度,PLTR 的 TTM 收入增至 14.3 亿美元,环比收入增长 1.068 亿美元(8.06%)。与季度指标一样,PLTR 的 TTM 预计将环比额外增长 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远超过 30% 的预测,因为到 2021 年,他们的收入将增加 4.3430 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 FCF 为正,并正在扩大其指标。在 2020 年前 9 个月,PLTR 产生了 2.85 亿美元的自由现金流,在 2021 年前 9 个月末,PLTR 交付了 6.05 亿美元的波动,年初至今已产生 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到 300 美元,现在又将其再次提高到 4 亿多美元。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%,他们预计 2021 年自由现金流利润率将超过 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 年自由现金流利润率将为 26.2%。PLTR 仍预计到 2025 年年收入同比增长 30%,基于 2021 年 1527 美元的预测,他们 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,如果他们超出预期并同比增长 35%,那么他们 2025 年收入将达到 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>(资料来源: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正在全力以赴。同比,他们的第三季度收入增长了 36%,他们第二次将自由现金流的指导从 3 亿美元提高到 4 亿多美元,并将年收入增长指导从 30% 提高到约 40%。PLTR 仍维持其未来同比增长 30% 的收入前景,并创造了一些令人印象深刻的利润率。PLTR 第三季度商业收入同比增长 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 笔收入至少为 500 万美元,18 笔收入至少为 1000 万美元。PLTR 的增长指标令人印象深刻,我预计他们未来将低于承诺并超额完成。</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,我写过关于政府、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)未来机会的文章。在今天的财报看涨期权上,PLTR 介绍了有关他们将为碳排放和加密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的转变,拜登总统重新加入了《巴黎协定》,重新参与应对气候变化。到2050年实现整个经济净零排放计划的一部分。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,将与欧盟和其他数十个国家合作,到2030年将全球甲烷排放总量减少30%。无论你对气候的立场是什么,都有许多人认为我们需要降低排放,许多国家正在努力实现一个目标。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一起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工业排放物的碳酸盐燃料电池来自发电厂或制造设施的烟气流。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,以显示单个窗格来查看收入、利润率、产量和所有排放,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铸造。看起来PLTR正在利用他们的反洗钱和了解客户的专业知识。多年来,PLTR 与多个政府合作,发现全球最大银行的合规问题,并帮助这些银行做出回应并加强其合规计划。这是完全有道理的,当你回到合同时,PLTR已经被美国国税局和美国证券交易委员会授予了(在以前的文章中讨论过)。仅在第三季度,PLTR 就与美国国税局签署了 6 份合同。如果让我猜的话,PLTR的软件会被政府方面的国税局和美国证券交易委员会使用,并被银行和加密货币交易所采用。目前,在过去24小时内,比特币基地(纳斯达克股票代码:COIN)显示比特币(BTC-USD)的交易量为438亿美元。我认为 PLTR 最终将推动其加密货币代工厂的政府和商业合同的未来收入。</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>(资料来源: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盈利并在消息大好时抛售消息的又一统计数据。还有人希望PLTR做什么?这是一个出色的季度,第三季度收入同比增长 36%,FCF 达到 1.19 亿美元,利润率为 30%,PLTR 完成了 54 笔交易,每笔交易价值超过 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。这是一个关于所有积极因素的卖出消息,这创造了一个买入机会。我将长期持有 PLTR,并计划如果抛售继续的话加仓。</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。杠铃资本将为其成员提供独家研究、模型投资组合、投资工具、问答会议、观察列表和附加功能。我还将有一个实时投资组合,专门用于通过交易、出售看跌期权和出售备兑评级来产生资本。利润将被分配到未来的资本增值投资和股息投资中,以便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":3882,"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":[],"title":"","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.laohunote.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,我第一次接触到 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,所以我过去成功地交易了它……</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,我第一次接触到 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,所以我过去成功地交易了它……</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 $1.4 billion. Management recently secured a contract guaranteeing them a 25% increase.\nIn short, there’s absolutely nothing wrong with the fundamentals, and the team seems capable. They are in the right business and at the right time. Artificial intelligence (AI) has become an absolute necessity for all businesses. Up until last year, AI was more of a novelty.\nSince the pandemic, the rate of data collection has expanded tremendously. The people can no longer make use of it efficiently to be effective. We will need the help of machines to act on all the bits of information we collect.\nPalantir delivers a setup that empowers users to make decisions on the fly. Moreover, they have two lines of business, one commercial and the other with the government. We all know how much those folks love to overpay for stuff.\nThe future is bright for this company and it will be in the lead pack of the stock market.IBM(NYSE:IBM) would learn a thing or two on how to implement a strategy. They’ve been trying to do this AI thing for decades.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846506467,"gmtCreate":1636092119580,"gmtModify":1636092257240,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"title":"","htmlText":"whats up with <a href=\"https://laohu8.com/S/MKTX\">$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":2894,"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":[],"title":"","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.laohunote.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>热门中国股票在盘前交易中下跌.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下跌1%至4%。</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>热门中国股票在盘前交易中下跌.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下跌1%至4%。</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":{"NIO":"蔚来","BILI":"哔哩哔哩","BABA":"阿里巴巴","BEKE":"贝壳","DIDI":"滴滴(已退市)","NTES":"网易","RLX":"雾芯科技","XPEV":"小鹏集团","PDD":"拼多多","JD":"京东","LI":"理想汽车","BIDU":"百度"},"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":{"BEKE":0.9,"PDD":0.9,"JD":0.9,"LI":0.9,"NTES":0.9,"NIO":0.9,"XPEV":0.9,"DIDI":0.9,"BILI":0.9,"RLX":0.9,"BIDU":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":1022,"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":[],"title":"","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.laohunote.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在盘前交易中上涨近2%,推出中国最先进的芯片之一</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在盘前交易中上涨近2%,其港股价格周二大涨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,最新芯片基于软银集团公司旗下的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,这种芯片将在 “不久的将来 ”在其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在盘前交易中上涨近2%,推出中国最先进的芯片之一</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在盘前交易中上涨近2%,推出中国最先进的芯片之一</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在盘前交易中上涨近2%,其港股价格周二大涨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,最新芯片基于软银集团公司旗下的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,这种芯片将在 “不久的将来 ”在其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":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"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":995,"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":[],"title":"","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.laohunote.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,首席执行官埃隆·马斯克和他的公司特斯拉(纳斯达克股票代码: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,首席执行官埃隆·马斯克和他的公司特斯拉(纳斯达克股票代码: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":1057,"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":[],"title":"","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":969,"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":[],"title":"","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":1169,"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":[],"title":"","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":834,"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":[],"title":"","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 Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1631515134,"share":"https://www.laohunote.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、卡梅科、苹果、特斯拉、AMC:进入新的一周,华尔街投注的股票热闹非凡</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127947312","media":"Benzinga Earnings","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>美国中心娱乐控股公司。</b>是 Reddit 上关注度最高的股票之一<b>r/华尔街投注</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>发生了什么事</b>: 交易所买卖基金<b>SPDR标普500 ETF信托</b>Quiver Quantitative 的数据显示,截至发稿时,该公司在论坛上的关注度最高,有 125 次被提及,其次是视频游戏零售商游戏驿站和铀生产商 Cameco,各被提及 35 次。</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>除了连锁影院AMC院线之外,论坛上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>和科技型个人保险公司<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>除了这些股票之外,投资者还期待美国劳工统计局周二公布的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 的股价在周五的交易中上涨了 6% 以上,还创下了 25.08 美元的 52 周新高,反映出铀价上涨和铀业前景光明。</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>苹果在今年的首款硬件发布会(名为“<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,美国法官就《堡垒之夜》游戏开发商提起的反垄断诉讼作出裁决,苹果的股价周五也受到打击。<b>史诗游戏</b>法官表示,苹果公司的行为是反竞争的,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 信托股价在周五的交易中收盘下跌近 0.8%,报 445.44 美元;游戏驿站股价收盘下跌 4.4%,报 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 的股价在周五的交易中收盘上涨近 6.5%,报 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、卡梅科、苹果、特斯拉、AMC:进入新的一周,华尔街投注的股票热闹非凡</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、卡梅科、苹果、特斯拉、AMC:进入新的一周,华尔街投注的股票热闹非凡</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-09-13 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>美国中心娱乐控股公司。</b>是 Reddit 上关注度最高的股票之一<b>r/华尔街投注</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>发生了什么事</b>: 交易所买卖基金<b>SPDR标普500 ETF信托</b>Quiver Quantitative 的数据显示,截至发稿时,该公司在论坛上的关注度最高,有 125 次被提及,其次是视频游戏零售商游戏驿站和铀生产商 Cameco,各被提及 35 次。</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>除了连锁影院AMC院线之外,论坛上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>和科技型个人保险公司<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>除了这些股票之外,投资者还期待美国劳工统计局周二公布的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 的股价在周五的交易中上涨了 6% 以上,还创下了 25.08 美元的 52 周新高,反映出铀价上涨和铀业前景光明。</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>苹果在今年的首款硬件发布会(名为“<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,美国法官就《堡垒之夜》游戏开发商提起的反垄断诉讼作出裁决,苹果的股价周五也受到打击。<b>史诗游戏</b>法官表示,苹果公司的行为是反竞争的,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 信托股价在周五的交易中收盘下跌近 0.8%,报 445.44 美元;游戏驿站股价收盘下跌 4.4%,报 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 的股价在周五的交易中收盘上涨近 6.5%,报 24.43 美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BB":"黑莓","CCJ":"Cameco Corp","TSLA":"特斯拉","GME":"游戏驿站","AAPL":"苹果","AMC":"AMC院线","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":{"GME":0.9,"CCJ":0.9,"AMC":0.9,"CLOV":0.9,"BB":0.9,"TSLA":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1048,"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":[],"title":"","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":1123,"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":[],"title":"","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.laohunote.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 向投资者寻求约 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,同时资金也可用于投资和收购。</b>东南亚最有价值的上市公司 Sea Ltd. 计划利用投资者对该地区快速增长的科技产业的热情,筹集约 60 亿美元或更多的新资金。</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(Tencent HoldingsLtd.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业务,同时资金也可用于 “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地区最大的电子商务平台,其竞争对手包括阿里巴巴-SW集团控股有限公司的 Lazada 部门。</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1100万股美国存托股和25亿美元的5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,此次股票出售价值接近 38 亿美元,尽管此类交易通常会以低于市场价格的价格出售。根据《华尔街日报》看到的条款清单,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 大流行刺激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 月份的三个月里,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同比增长了 80% 以上。</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,该业务仍然无利可图,本季度净亏损 4.34 亿美元,不包括员工股份薪酬,亏损为 3.21 亿美元。从2018年到2020年,它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>近年来,Sea 的股价飙升,市值约为 1850 亿美元。根据标准普尔全球市场情报(S&P Global Market Intelligence)的数据,这使其成为该地区最大的上市公司,并在中国科技行业面临一系列政府打压之际,领先于一些中国大型科技公司,如JD.comInc.和拼多多公司。</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,它在该地区发行《英雄联盟》和《英雄竞技场》等腾讯控股游戏。根据 Sea 的年度报告,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>计划中的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,中国最有价值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和其他公司竞争的美团-W表示,将把部分收益用于研发自动送货车、无人机送货和其他技术。</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>东南亚科技公司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. 是一家提供打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(Goldman Sachs GroupInc.)、摩根大通(JPMorgan Chase & Co.)和美国银行(Bank of AmericaCorp.)的部门正在处理 Sea 的发行事宜。</blockquote></p><p> Sea fell over 7% in early trading.</p><p><blockquote>Sea早盘下跌逾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 向投资者寻求约 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 向投资者寻求约 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,同时资金也可用于投资和收购。</b>东南亚最有价值的上市公司 Sea Ltd. 计划利用投资者对该地区快速增长的科技产业的热情,筹集约 60 亿美元或更多的新资金。</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(Tencent HoldingsLtd.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业务,同时资金也可用于 “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地区最大的电子商务平台,其竞争对手包括阿里巴巴-SW集团控股有限公司的 Lazada 部门。</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1100万股美国存托股和25亿美元的5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,此次股票出售价值接近 38 亿美元,尽管此类交易通常会以低于市场价格的价格出售。根据《华尔街日报》看到的条款清单,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 大流行刺激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 月份的三个月里,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同比增长了 80% 以上。</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,该业务仍然无利可图,本季度净亏损 4.34 亿美元,不包括员工股份薪酬,亏损为 3.21 亿美元。从2018年到2020年,它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>近年来,Sea 的股价飙升,市值约为 1850 亿美元。根据标准普尔全球市场情报(S&P Global Market Intelligence)的数据,这使其成为该地区最大的上市公司,并在中国科技行业面临一系列政府打压之际,领先于一些中国大型科技公司,如JD.comInc.和拼多多公司。</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,它在该地区发行《英雄联盟》和《英雄竞技场》等腾讯控股游戏。根据 Sea 的年度报告,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>计划中的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,中国最有价值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和其他公司竞争的美团-W表示,将把部分收益用于研发自动送货车、无人机送货和其他技术。</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>东南亚科技公司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. 是一家提供打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(Goldman Sachs GroupInc.)、摩根大通(JPMorgan Chase & Co.)和美国银行(Bank of AmericaCorp.)的部门正在处理 Sea 的发行事宜。</blockquote></p><p> Sea fell over 7% in early trading.</p><p><blockquote>Sea早盘下跌逾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 $40 billion. Grab expects the deal to close in the fourth quarter.\nUnits ofGoldman Sachs GroupInc.,JPMorgan Chase & Co. andBank of AmericaCorp.are handling Sea’s offerings.\nSea fell over 7% in early trading.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814268540,"gmtCreate":1630826403680,"gmtModify":1631883568727,"author":{"id":"3577395115935697","authorId":"3577395115935697","name":"Dragonkid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577395115935697","authorIdStr":"3577395115935697"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09988\">$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":827,"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":[],"title":"","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":476,"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":[],"title":"","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":1013,"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":[],"title":"","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.laohunote.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":{"RIVN":"Rivian Automotive, Inc.","TSLA":"特斯拉","SEV":"Aptera Motors","FSR":"菲斯克","LI":"理想汽车","LCID":"Lucid Group Inc","NIO":"蔚来","XPEV":"小鹏集团"},"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":{"ARVL":0.9,"GOEV":0.9,"LI":0.9,"TSLA":0.9,"NIO":0.9,"XPEV":0.9,"SEV":0.9,"NKLA":0.9,"RIVN":0.9,"LCID":0.9,"FSR":0.9}},"isVote":1,"tweetType":1,"viewCount":2846,"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":[],"title":"","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.laohunote.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:第三季度超出预期,自由现金流增加,提高指引,但抛售创造机会</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,自由现金流较之前的 3 亿美元增长 4 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>一些投资者喜欢讨厌 Palantir (PLTR),该公司过去被戏称为黑盒公司,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 目前的收入趋势,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。第三季度的共识数字是3.8656亿美元的收入,PLTR在2021年第四季度实现了3.921亿美元的收入,预计为4.18亿美元。随着 PLTR 大幅下跌,盘前市场的反应只不过是一片红海,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,要么平仓,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>财报发布有什么不妥之处导致抛售一直徘徊在-9.03%的范围内?PLTR 收入同比增长 36%,第三季度新增 34 名客户,并完成 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长 50%,达到 36 亿美元,并交付了 1.01 亿美元的运营现金(利润率为 26%)和 1.99 亿美元的自由现金流(利润率为 30%)。PLTR 还提高了 2021 年的指引,因为他们现在预计收入同比增长 40%,而之前预测为 30%,并将自由现金流的预测从 3 亿美元上调至 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具有推动收入和自由现金流的巨大潜力。我相信这次抛售是短暂的,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:Seeking Alpha)</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 的商业和政府收入持续增长</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,他们的商业业务一个又一个季度地扩大。上市五个季度后,PLTR的季度商业收入增加了6200万美元,增幅达55.36%。2021 年第三季度,PLTR 的商业运营收入为 1.74 亿美元,占其季度收入 3.921 亿美元的 44.38%。过去两年,PLTR的第三季度收入增长了85.11%,2020年第三季度同比增长35.11%,2021年第三季度又同比增长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。商业客户正在邀请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 净增 34 家新客户,商业客户群环比增长 20%,达到 203 家。过去一年,PLTR 的商业客户群增长了 46.04%,客户数量从 139 家增加到 203 家,增加了 64 家。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Q1以来,PLTR的季度收入增加了1.631亿美元(71.23%),平均季度增长率为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,增幅为 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 预计其 2021 年第四季度收入将为 4.18 亿美元。PLTR 预计将创造另一项公司纪录,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个月的总收入(TTM)。过去六个季度,PLTR 的 TTM 收入增加了 6.206 亿美元(76.55%),从 8.106 亿美元增至 14.3 亿美元。平均而言,PLTR 的 TTM 收入增长环比增长 1.0342 亿美元(9.94%)。在2020年第一季度至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,因为过去三个季度的环比收入都至少增长了1.05亿美元。2021 年第三季度,PLTR 的 TTM 收入增至 14.3 亿美元,环比收入增长 1.068 亿美元(8.06%)。与季度指标一样,PLTR 的 TTM 预计将环比额外增长 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远超过 30% 的预测,因为到 2021 年,他们的收入将增加 4.3430 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 FCF 为正,并正在扩大其指标。在 2020 年前 9 个月,PLTR 产生了 2.85 亿美元的自由现金流,在 2021 年前 9 个月末,PLTR 交付了 6.05 亿美元的波动,年初至今已产生 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到 300 美元,现在又将其再次提高到 4 亿多美元。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%,他们预计 2021 年自由现金流利润率将超过 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 年自由现金流利润率将为 26.2%。PLTR 仍预计到 2025 年年收入同比增长 30%,基于 2021 年 1527 美元的预测,他们 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,如果他们超出预期并同比增长 35%,那么他们 2025 年收入将达到 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>(资料来源: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正在全力以赴。同比,他们的第三季度收入增长了 36%,他们第二次将自由现金流的指导从 3 亿美元提高到 4 亿多美元,并将年收入增长指导从 30% 提高到约 40%。PLTR 仍维持其未来同比增长 30% 的收入前景,并创造了一些令人印象深刻的利润率。PLTR 第三季度商业收入同比增长 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 笔收入至少为 500 万美元,18 笔收入至少为 1000 万美元。PLTR 的增长指标令人印象深刻,我预计他们未来将低于承诺并超额完成。</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,我写过关于政府、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)未来机会的文章。在今天的财报看涨期权上,PLTR 介绍了有关他们将为碳排放和加密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的转变,拜登总统重新加入了《巴黎协定》,重新参与应对气候变化。到2050年实现整个经济净零排放计划的一部分。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,将与欧盟和其他数十个国家合作,到2030年将全球甲烷排放总量减少30%。无论你对气候的立场是什么,都有许多人认为我们需要降低排放,许多国家正在努力实现一个目标。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一起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工业排放物的碳酸盐燃料电池来自发电厂或制造设施的烟气流。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,以显示单个窗格来查看收入、利润率、产量和所有排放,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铸造。看起来PLTR正在利用他们的反洗钱和了解客户的专业知识。多年来,PLTR 与多个政府合作,发现全球最大银行的合规问题,并帮助这些银行做出回应并加强其合规计划。这是完全有道理的,当你回到合同时,PLTR已经被美国国税局和美国证券交易委员会授予了(在以前的文章中讨论过)。仅在第三季度,PLTR 就与美国国税局签署了 6 份合同。如果让我猜的话,PLTR的软件会被政府方面的国税局和美国证券交易委员会使用,并被银行和加密货币交易所采用。目前,在过去24小时内,比特币基地(纳斯达克股票代码:COIN)显示比特币(BTC-USD)的交易量为438亿美元。我认为 PLTR 最终将推动其加密货币代工厂的政府和商业合同的未来收入。</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>(资料来源: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盈利并在消息大好时抛售消息的又一统计数据。还有人希望PLTR做什么?这是一个出色的季度,第三季度收入同比增长 36%,FCF 达到 1.19 亿美元,利润率为 30%,PLTR 完成了 54 笔交易,每笔交易价值超过 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。这是一个关于所有积极因素的卖出消息,这创造了一个买入机会。我将长期持有 PLTR,并计划如果抛售继续的话加仓。</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。杠铃资本将为其成员提供独家研究、模型投资组合、投资工具、问答会议、观察列表和附加功能。我还将有一个实时投资组合,专门用于通过交易、出售看跌期权和出售备兑评级来产生资本。利润将被分配到未来的资本增值投资和股息投资中,以便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:第三季度超出预期,自由现金流增加,提高指引,但抛售创造机会</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:第三季度超出预期,自由现金流增加,提高指引,但抛售创造机会</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,自由现金流较之前的 3 亿美元增长 4 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>一些投资者喜欢讨厌 Palantir (PLTR),该公司过去被戏称为黑盒公司,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 目前的收入趋势,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。第三季度的共识数字是3.8656亿美元的收入,PLTR在2021年第四季度实现了3.921亿美元的收入,预计为4.18亿美元。随着 PLTR 大幅下跌,盘前市场的反应只不过是一片红海,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,要么平仓,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>财报发布有什么不妥之处导致抛售一直徘徊在-9.03%的范围内?PLTR 收入同比增长 36%,第三季度新增 34 名客户,并完成 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长 50%,达到 36 亿美元,并交付了 1.01 亿美元的运营现金(利润率为 26%)和 1.99 亿美元的自由现金流(利润率为 30%)。PLTR 还提高了 2021 年的指引,因为他们现在预计收入同比增长 40%,而之前预测为 30%,并将自由现金流的预测从 3 亿美元上调至 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具有推动收入和自由现金流的巨大潜力。我相信这次抛售是短暂的,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:Seeking Alpha)</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 的商业和政府收入持续增长</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,他们的商业业务一个又一个季度地扩大。上市五个季度后,PLTR的季度商业收入增加了6200万美元,增幅达55.36%。2021 年第三季度,PLTR 的商业运营收入为 1.74 亿美元,占其季度收入 3.921 亿美元的 44.38%。过去两年,PLTR的第三季度收入增长了85.11%,2020年第三季度同比增长35.11%,2021年第三季度又同比增长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。商业客户正在邀请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 净增 34 家新客户,商业客户群环比增长 20%,达到 203 家。过去一年,PLTR 的商业客户群增长了 46.04%,客户数量从 139 家增加到 203 家,增加了 64 家。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Q1以来,PLTR的季度收入增加了1.631亿美元(71.23%),平均季度增长率为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,增幅为 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 预计其 2021 年第四季度收入将为 4.18 亿美元。PLTR 预计将创造另一项公司纪录,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个月的总收入(TTM)。过去六个季度,PLTR 的 TTM 收入增加了 6.206 亿美元(76.55%),从 8.106 亿美元增至 14.3 亿美元。平均而言,PLTR 的 TTM 收入增长环比增长 1.0342 亿美元(9.94%)。在2020年第一季度至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,因为过去三个季度的环比收入都至少增长了1.05亿美元。2021 年第三季度,PLTR 的 TTM 收入增至 14.3 亿美元,环比收入增长 1.068 亿美元(8.06%)。与季度指标一样,PLTR 的 TTM 预计将环比额外增长 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远超过 30% 的预测,因为到 2021 年,他们的收入将增加 4.3430 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 FCF 为正,并正在扩大其指标。在 2020 年前 9 个月,PLTR 产生了 2.85 亿美元的自由现金流,在 2021 年前 9 个月末,PLTR 交付了 6.05 亿美元的波动,年初至今已产生 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到 300 美元,现在又将其再次提高到 4 亿多美元。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%,他们预计 2021 年自由现金流利润率将超过 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 年自由现金流利润率将为 26.2%。PLTR 仍预计到 2025 年年收入同比增长 30%,基于 2021 年 1527 美元的预测,他们 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,如果他们超出预期并同比增长 35%,那么他们 2025 年收入将达到 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>(资料来源: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正在全力以赴。同比,他们的第三季度收入增长了 36%,他们第二次将自由现金流的指导从 3 亿美元提高到 4 亿多美元,并将年收入增长指导从 30% 提高到约 40%。PLTR 仍维持其未来同比增长 30% 的收入前景,并创造了一些令人印象深刻的利润率。PLTR 第三季度商业收入同比增长 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 笔收入至少为 500 万美元,18 笔收入至少为 1000 万美元。PLTR 的增长指标令人印象深刻,我预计他们未来将低于承诺并超额完成。</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,我写过关于政府、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)未来机会的文章。在今天的财报看涨期权上,PLTR 介绍了有关他们将为碳排放和加密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的转变,拜登总统重新加入了《巴黎协定》,重新参与应对气候变化。到2050年实现整个经济净零排放计划的一部分。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,将与欧盟和其他数十个国家合作,到2030年将全球甲烷排放总量减少30%。无论你对气候的立场是什么,都有许多人认为我们需要降低排放,许多国家正在努力实现一个目标。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一起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工业排放物的碳酸盐燃料电池来自发电厂或制造设施的烟气流。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,以显示单个窗格来查看收入、利润率、产量和所有排放,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铸造。看起来PLTR正在利用他们的反洗钱和了解客户的专业知识。多年来,PLTR 与多个政府合作,发现全球最大银行的合规问题,并帮助这些银行做出回应并加强其合规计划。这是完全有道理的,当你回到合同时,PLTR已经被美国国税局和美国证券交易委员会授予了(在以前的文章中讨论过)。仅在第三季度,PLTR 就与美国国税局签署了 6 份合同。如果让我猜的话,PLTR的软件会被政府方面的国税局和美国证券交易委员会使用,并被银行和加密货币交易所采用。目前,在过去24小时内,比特币基地(纳斯达克股票代码:COIN)显示比特币(BTC-USD)的交易量为438亿美元。我认为 PLTR 最终将推动其加密货币代工厂的政府和商业合同的未来收入。</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>(资料来源: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盈利并在消息大好时抛售消息的又一统计数据。还有人希望PLTR做什么?这是一个出色的季度,第三季度收入同比增长 36%,FCF 达到 1.19 亿美元,利润率为 30%,PLTR 完成了 54 笔交易,每笔交易价值超过 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。这是一个关于所有积极因素的卖出消息,这创造了一个买入机会。我将长期持有 PLTR,并计划如果抛售继续的话加仓。</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。杠铃资本将为其成员提供独家研究、模型投资组合、投资工具、问答会议、观察列表和附加功能。我还将有一个实时投资组合,专门用于通过交易、出售看跌期权和出售备兑评级来产生资本。利润将被分配到未来的资本增值投资和股息投资中,以便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":3882,"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":[],"title":"","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.laohunote.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。这就是加密货币的重要性。</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加密货币挖矿芯片的收入。投资者应该关注总数。</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对芯片的需求,而处理交易的矿工需要芯片。英伟达(股票代码:NVDA)的盈利此前曾因加密货币价格暴跌而遭受损失。</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>新芯片是英伟达追踪的加密货币收入来源,因为它无法准确追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>该公司财务主管科莱特-克雷斯(Colette Kress)预测,第二季度加密芯片销售额将达到 4 亿美元,是第一季度 1.55 亿美元收入的两倍多。包括采矿芯片在内的该部门的普遍收入估计为 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>就像其他公司的业绩一样,投资者希望实际数字至少能达到--甚至更好--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>蒙特利尔银行资本市场分析师安布里什-斯里瓦斯塔瓦(Ambrish Srivastava)对英伟达挖矿业务的真实规模--视频游戏芯片中增加的新芯片--提出了几个估计。</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>Srivastava 预测第二季度加密货币收入为 4.5 亿美元,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 Nvidia 报告的仅采矿芯片的 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 的数据接近,这样他们就可以更好地了解该公司对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>本季度的其余部分是相当典型的东西。总体而言,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细分市场。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。值得关注的是高管们对全球芯片持续短缺的评论。斯里瓦斯塔瓦认为,预期的供应量增加并未完全实现。</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>英伟达股价在周二的常规交易中下跌了 2.5%,至 194.58 美元,但今年以来已上涨 48%。2021 年,基准 PHLX 半导体指数上涨了 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。这就是加密货币的重要性。</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。这就是加密货币的重要性。</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加密货币挖矿芯片的收入。投资者应该关注总数。</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对芯片的需求,而处理交易的矿工需要芯片。英伟达(股票代码:NVDA)的盈利此前曾因加密货币价格暴跌而遭受损失。</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>新芯片是英伟达追踪的加密货币收入来源,因为它无法准确追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>该公司财务主管科莱特-克雷斯(Colette Kress)预测,第二季度加密芯片销售额将达到 4 亿美元,是第一季度 1.55 亿美元收入的两倍多。包括采矿芯片在内的该部门的普遍收入估计为 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>就像其他公司的业绩一样,投资者希望实际数字至少能达到--甚至更好--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>蒙特利尔银行资本市场分析师安布里什-斯里瓦斯塔瓦(Ambrish Srivastava)对英伟达挖矿业务的真实规模--视频游戏芯片中增加的新芯片--提出了几个估计。</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>Srivastava 预测第二季度加密货币收入为 4.5 亿美元,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 Nvidia 报告的仅采矿芯片的 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 的数据接近,这样他们就可以更好地了解该公司对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>本季度的其余部分是相当典型的东西。总体而言,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细分市场。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。值得关注的是高管们对全球芯片持续短缺的评论。斯里瓦斯塔瓦认为,预期的供应量增加并未完全实现。</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>英伟达股价在周二的常规交易中下跌了 2.5%,至 194.58 美元,但今年以来已上涨 48%。2021 年,基准 PHLX 半导体指数上涨了 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":657,"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":[],"title":"","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":623,"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":[],"title":"","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":1123,"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":[],"title":"","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":890,"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":[],"title":"","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.laohunote.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《汽车周刊》报道, 特斯拉将于 12 月在德国开始生产, 其股价在盘前交易中上涨近 3%。</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《汽车周刊》报道,特斯拉公司将于 12 月启动其迟到的德国生产业务,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批准必要的许可,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辆 Model Y,但尚未投入生产线。据 Automobilwoche 报道,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《汽车周刊》报道, 特斯拉将于 12 月在德国开始生产, 其股价在盘前交易中上涨近 3%。</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《汽车周刊》报道,特斯拉公司将于 12 月启动其迟到的德国生产业务,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批准必要的许可,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辆 Model Y,但尚未投入生产线。据 Automobilwoche 报道,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":3052,"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":[],"title":"","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":1169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}