kelvinseech的个人主页 - 老虎社区

kelvinseech

kelvinseech

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2021-11-25

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@Buy_Sell:🚀【11月24日】涨跌不一，油价上演大逆转！今天什么值得买

2021-11-24

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抱歉，原内容已删除

2021-11-18

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昨夜今晨：Rivian重挫15%终结五连阳！抗疫概念股大涨

2021-10-27

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@话题虎:【故事会】摊丁入亩，废除了中国持续2000年的人头税

2021-10-25

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@OptionPlus:如何用期权玩转财报季（3）FB和Twitter财报还值得搞吗？

2021-10-23

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Palantir Stock Price Prediction: Outlook After U.S. Army Selection<blockquote>Palantir 股价预测：美国陆军选择后的展望</blockquote>

2021-10-23

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Apple faces supply-chain issues, but can its buying power keep earnings on track?<blockquote>苹果面临供应链问题，但其购买力能否保持盈利步入正轨？</blockquote>

2021-09-27

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@Hopehope赋予希望:12 September 2021: Tuya, Global IOT platform... Attention in the wrong way?

2021-09-25

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抱歉，原内容已删除

2021-09-25

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2021-09-25

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IPO opening reminder: Cue Health opens for trading at $19.2, up 20% from IPO price.<blockquote>IPO 开盘提醒：Cue Health 开盘价为 19.2 美元，较 IPO 价格上涨 20%。</blockquote>

2021-09-14

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2021-08-31

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2021-08-28

Hi

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2021-08-21

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Moderna COVID-19 vaccine being probed in U.S. for higher-than-expected risk of side effect<blockquote>美国正在调查 Moderna COVID-19 疫苗的副作用风险高于预期</blockquote>

2021-08-19

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2021-08-16

Like please

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2021-08-13

Like please

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2021-08-11

Please like

FuboTV stock jumps more than 10% after sports-focused streamer predicts sales will double in 2021<blockquote>专注于体育的流媒体预测 2021 年销售额将翻一番，FuboTV 股价上涨超过 10%</blockquote>

2021-08-05

Nice

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港股市场 11月24日讯，港股三大指数开盘涨跌不一，恒指涨0.08%报24672点，国指跌0.02%报8825点，恒生科技指数跌0.1%报6317点。 盘面上，大型科技股多数延续跌势，<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 跌2.44%，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 均跌超1%，<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 大涨4.5%；家电股、汽车股、半导体股、体育用品股、建材水泥股、燃气股普跌，内房股、保险股涨跌参半；国际油价上涨，石油股集体高开，<a target=\"_blank\" href=\"https://laohu8.com/S/00857\">$中国石油股份(00857)$</a> 涨超3%，恒大系继续走强，恒腾网络再涨3.58%。 <a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 绩后涨超4%，第三季度收入同比增33.4%，调整后净亏损48.22亿元。","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 11月24日讯，港股三大指数开盘涨跌不一，恒指涨0.08%报24672点，国指跌0.02%报8825点，恒生科技指数跌0.1%报6317点。 盘面上，大型科技股多数延续跌势，<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 跌2.44%，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 均跌超1%，<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 大涨4.5%；家电股、汽车股、半导体股、体育用品股、建材水泥股、燃气股普跌，内房股、保险股涨跌参半；国际油价上涨，石油股集体高开，<a target=\"_blank\" href=\"https://laohu8.com/S/00857\">$中国石油股份(00857)$</a> 涨超3%，恒大系继续走强，恒腾网络再涨3.58%。 <a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 绩后涨超4%，第三季度收入同比增33.4%，调整后净亏损48.22亿元。","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 11月24日讯，港股三大指数开盘涨跌不一，恒指涨0.08%报24672点，国指跌0.02%报8825点，恒生科技指数跌0.1%报6317点。 盘面上，大型科技股多数延续跌势，$网易-S(09999)$ 跌2.44%，$腾讯控股(00700)$ 、$阿里巴巴-SW(09988)$ 、$京东集团-SW(09618)$ 均跌超1%，$快手-W(01024)$ 大涨4.5%；家电股、汽车股、半导体股、体育用品股、建材水泥股、燃气股普跌，内房股、保险股涨跌参半；国际油价上涨，石油股集体高开，$中国石油股份(00857)$ 涨超3%，恒大系继续走强，恒腾网络再涨3.58%。 $快手-W(01024)$ 绩后涨超4%，第三季度收入同比增33.4%，调整后净亏损48.22亿元。","images":[{"img":"https://static.tigerbbs.com/8c224c9889536a14f83eca563ae0bb07","width":"666","height":"284"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874922613","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":7891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874938266,"gmtCreate":1637718911503,"gmtModify":1637718911503,"author":{"id":"3577464386301571","authorId":"3577464386301571","name":"kelvinseech","avatar":"https://static.tigerbbs.com/fa4b33df37044967fd669e37ffd98983","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577464386301571","idStr":"3577464386301571"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874938266","repostId":"1181577791","repostType":2,"isVote":1,"tweetType":1,"viewCount":6082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878257389,"gmtCreate":1637200345777,"gmtModify":1637200345777,"author":{"id":"3577464386301571","authorId":"3577464386301571","name":"kelvinseech","avatar":"https://static.tigerbbs.com/fa4b33df37044967fd669e37ffd98983","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577464386301571","idStr":"3577464386301571"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878257389","repostId":"1115787772","repostType":2,"repost":{"id":"1115787772","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1637193439,"share":"https://www.laohunote.com/m/news/1115787772?lang=zh_CN&edition=full","pubTime":"2021-11-18 07:57","market":"sh","language":"zh","title":"昨夜今晨：Rivian重挫15%终结五连阳！抗疫概念股大涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1115787772","media":"老虎资讯综合","summary":"摘要：①美股周三集体下跌。道指跌0.58%，标普500指数跌0.26%，纳指跌0.33%；②周三美油收跌3%，布油跌2.6%，均创10月初以来最低收盘价；③美国汽油价格今年飙升五成，拜登敦促联邦机构调","content":"<blockquote>\n 摘要：①美股周三集体下跌。道指跌0.58%，标普500指数跌0.26%，纳指跌0.33%；②周三美油收跌3%，布油跌2.6%，均创10月初以来最低收盘价；③美国汽油价格今年飙升五成，拜登敦促联邦机构调查。\n</blockquote>\n<p>海外市场</p>\n<p>1、道指收跌0.58%！抗疫概念股逆市大涨</p>\n<p>大型零售商的业绩增长未能使市场摆脱通胀担忧，美股三大指数周三集体下跌。道指跌0.58%，标普500指数跌0.26%，纳指跌0.33%。</p>\n<p>美股抗疫概念股逆市大涨，<a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯医药</a>涨超7%，NioNTech涨超5%，Moderna涨超3%。</p>\n<p>2、热门中概股周三收盘多数走低 <a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>大跌逾17%</p>\n<p>热门中概股周三收盘多数走低，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>大跌逾17%，三季度营收及净亏损均差于预期。</p>\n<p>其他中概股方面，<a href=\"https://laohu8.com/S/ZME\">掌门教育</a>涨超38%，雾芯科技涨超3%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨超2%，<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨超1%；<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌近9%，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌近8%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌超4%，<a href=\"https://laohu8.com/S/JD\">京东</a>跌超3%，携程跌2%。</p>\n<p>新能源汽车股中，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超3%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌超2%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌近2%。</p>\n<p>3、欧股主要指数涨跌互现 <a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.49%</p>\n<p>欧洲<a href=\"https://laohu8.com/S/ICE\">洲际交易所</a>1月交割的布伦特原油期货价格下跌2.15美元，跌幅2.6%，收于每桶80.28美元，创10月1日以来的最低收盘价。</p>\n<p>4、周三美油收跌3%布油跌2.6% 均创10月初以来最低收盘价</p>\n<p>据报道，拜登在本周早些时候的一次虚拟会议上讨论了与外国联手释放原油储备的可能性，这条消息导致周三石油价格大幅下跌。</p>\n<p>最终，纽约商品交易所12月交割的西德州中质原油(WTI)期货价格下跌2.40美元，跌幅3%，收于每桶78.36美元，创10月7日以来的最低收盘价。</p>\n<p>5、黄金期货周三收高0.9% 创6月以来最高收盘价</p>\n<p>通胀飙升继续为贵金属价格提供支撑。最终，纽约商品交易所12月交割的黄金期货价格上涨16.10美元，涨幅0.9%，收于每盎司1870.20美元，创6月11日以来的最高收盘价。</p>\n<p>国际宏观</p>\n<p>1、美国汽油价格今年飙升五成 拜登敦促联邦机构调查</p>\n<p>美国总统拜登敦促联邦贸易委员会（FTC）调查美国汽油市场可能的非法行为，但该机构的任何调查都不太可能立刻对汽油零售价格产生影响。</p>\n<p>在致周三致FTC主席Lina Khan的信中，拜登表达了对汽油零售与批发价之间落差的担忧，称“越来越多证据表明石油和汽油公司存在侵犯消费者利益的行为。”</p>\n<p>拜登在信中称，“我不接受辛勤工作的美国人因为反竞争或其他潜在的非法行为而支付更高的汽油价格”。</p>\n<p>2、美财政部金融研究办公室：通胀、货币政策收紧或加剧系统性风险</p>\n<p>美国财政部金融研究办公室周三表示，通货膨胀、货币政策收紧和网络攻击可能会增加美国金融体系的系统性风险，同时可能出现新的新冠病毒变种。</p>\n<p>3、伊朗南部一输油管道发生爆炸，周围地区有震感</p>\n<p>据伊朗塔斯尼姆通讯社，位于伊朗西南部的胡齐斯坦省一条石油管道由于腐蚀作用而发生爆炸。根据该报道，管道爆炸威力较大，附近村庄发生轻微地震，目前尚无伤亡和损失细节报道。</p>\n<p>4、德国亮红灯！默克尔称第四波疫情正全速袭击、形势“耸人听闻”</p>\n<p>据多家德国媒体报道，在德国城市协会举办的一场活动中，默克尔表示：“第四波疫情正在全速袭击我们的国家。”、“单日新增感染病例数超过以往……单日死亡病例也令人恐惧。”</p>\n<p>默克尔在讲话中用“耸人听闻”一词形容德国的疫情形势。她号召国民积极接种疫苗，称现在任何一个没有接种过的人开始接种都不算太迟。</p>\n<p>5、美联储理事沃勒：仍对央行数字货币的必要性持怀疑态度</p>\n<p>美联储理事沃勒称，不同意稳定币的发行只能由银行来完成。鉴于支付领域正在发生真实而迅速的创新，仍对央行数字货币的必要性持怀疑态度。</p>\n<p>6、欧洲央行官员再强调2022年不会加息</p>\n<p>欧洲央行执委施纳贝尔认为，加息的条件不太可能在2022年实现。欧洲央行副行长金多斯也表示，个人认为2022年不会加息。17日，欧元区10月CPI月率录得0.8%，创3月以来新高。</p>\n<p>公司新闻</p>\n<p>1、<a href=\"https://laohu8.com/S/QCOM\">高通</a>宣布2023年推出下一代Arm处理器：对标<a href=\"https://laohu8.com/S/AAPL\">苹果</a>M系列</p>\n<p>11 月17日消息，<a href=\"https://laohu8.com/S/QCOM\">高通</a>正寻求认真加强其 PC 处理器，昨晚宣布了下一代基于 Arm 的处理器计划，“旨在为 Windows PC 设定性能基准”，将能够与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的 M 系列处理器并驾齐驱。高通首席技术官 James Thompson 博士在公司 2021 年投资者大会上宣布了新处理器的计划，目标是在 2023 年推出，推出前九个月内向硬件客户提供样品。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2184851022\" target=\"_blank\"><b>英伟达收入、利润、指引均超预期，盘后股价涨超5%</b></a></p>\n<p>周三美股盘后，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)公布了其2022财年第三季度财务业绩。财报显示，该公司Q3营收为创纪录的71.03亿美元，好于市场预期的68.2亿美元，上年同期为47.26亿美元，同比增长50%；在GAAP会计准则下，净利润为24.64亿美元，上年同期为13.36亿美元，同比增长84%。</p>\n<p>3、<a href=\"https://laohu8.com/NW/1141324420\" target=\"_blank\">百度第三季度营收319亿元 同比增长13%</a></p>\n<p>11月17日，<a href=\"https://laohu8.com/S/BIDU\">百度</a>发布截至2021年9月30日的第三季度未经审计的财务报告。第三季度，百度实现营收319亿元，同比增长13%。归属百度的净利润（非美国通用会计准则）50.9亿元，超出市场平均预期，同比下滑27%。第三季度，百度App月活达6.07亿，同比增长12%，日登录用户比例达到79%。</p>\n<p>4、<a href=\"https://laohu8.com/NW/1156795857\" target=\"_blank\">B站三季度营收52.1亿元 同比增61%</a></p>\n<p>11月17日，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>公布了截至2021年9月30日的第三季度未经审计的财务报告。财报显示，B站三季度营收达52.1亿元人民币，同比增长61%。本季度，B站月均活跃用户达2.67亿，同比增长35%；日均活跃用户达7200万，同比增长35%。</p>\n<p>5、<a href=\"https://laohu8.com/NW/1170717496\" target=\"_blank\">财报不及预期 周三爱奇艺股价大跌17.23%</a></p>\n<p>美股周三收盘，爱奇艺股价大跌17.23%，报7.11美元。</p>\n<p>爱奇艺此前发布了截至9月30日的2021年第三季度财报，报告显示，爱奇艺三季度总营收为人民币76亿元（约合12亿美元），同比增长6%。净亏损为人民币17亿元（约合2.684亿美元），而去年同期净亏损为人民币12亿元。</p>\n<p>爱奇艺预计，2021年第四季度总净营收将达人民币70.8亿元（约合11.0亿美元）至人民币75.3亿元（约合11.7亿美元），同比下滑5%至增长1%。</p>\n<p>6、<a href=\"https://laohu8.com/NW/2184833903\" target=\"_blank\">IBM公布迄今全球最大超导量子计算机，含127个量子比特</a></p>\n<p>11月16日消息，本周一，IBM公司表示，其新型Eagle计算芯片可以将127个量子位串联在一起，并创造出世界上最大的超导量子计算机，其规模超过了<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>和中国目前生产的最先进机器。其高管认为，该芯片将使量子计算机在未来两年内在某些任务上开始超越传统计算机。</p>\n<p>但目前IBM还未公布除量子比特数以外的信息来证明其新处理器的性能，众多专家表示对该处理器持保留意见。</p>\n<p>7、<a href=\"https://laohu8.com/NW/2184874856\" target=\"_blank\">阿尔茨海默氏症临床试验有猫腻？大牛股Cassava遭SEC调查</a></p>\n<p>名不见经传、成立20多年还没有任何产品上市的美国小型生物制药公司Cassava Sciences可谓今年最引人注目、同时也频繁经历大起大落的Meme“散户网红股”之一。</p>\n<p>这家只有25名员工、总部位于美国得州奥斯汀市的公司堪称2021年涨势最猛生物科技股。今年7月所创52周新高146.16美元较去年底的6.82美元暴涨20倍，升至2000年互联网泡沫破灭以来最高，还一度成为罗素2000小盘股指数中涨幅第三大的股票，仅次于网红股<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>和AMC。</p>\n<p>8、<a href=\"https://laohu8.com/NW/2184859697\" target=\"_blank\">德国初创车企Sono上市首日暴涨，盘后再涨逾20%</a></p>\n<p>周三（11月17日），德国<a href=\"https://laohu8.com/S/000591\">太阳能</a>汽车初创公司Sono Motors的母公司Sono Group NV登陆纳斯达克首日暴涨，截至收盘，Sono股价较发行价涨154.7%，报38.2美元。盘后再涨20.21%，报45.92美元。</p>\n<p>9、<a href=\"https://laohu8.com/NW/2184561852\" target=\"_blank\">思科财报不及预期，盘后股价一度跌近7%</a></p>\n<p>美东时间11月17日（周三）美股盘后，<a href=\"https://laohu8.com/S/CSCO\">思科</a>公布2022财年第一季度业绩。财报显示，第一季度营收为129.00亿美元，同比增长8%，分析师预期129.9亿美元；净利润为29.80亿美元，同比增长37%；摊薄后每股收益为0.70美元，上年同期为0.51美元。</p>\n<p>10、<a href=\"https://laohu8.com/NW/2184585820\" target=\"_blank\">郭明錤曝光iPhone 14、苹果头戴显示器全面支持Wi-Fi 6E</a></p>\n<p>苹果爆料一哥、 天风国际分析师郭明錤发布最新研报。研报指出，iPhone 14与苹果头戴显示器均支持Wi-Fi 6E，有望带动更多竞争对手的产品采用Wi-Fi 6E。此前，郭明錤就曾预测，Wi-Fi 6/6E/7为元宇宙装置无线化关键，Wi-Fi供应链为10年内数十亿部头戴显示装置潜在市场的主要赢家。</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>昨夜今晨：Rivian重挫15%终结五连阳！抗疫概念股大涨</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; 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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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n昨夜今晨：Rivian重挫15%终结五连阳！抗疫概念股大涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-11-18 07:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要：①美股周三集体下跌。道指跌0.58%，标普500指数跌0.26%，纳指跌0.33%；②周三美油收跌3%，布油跌2.6%，均创10月初以来最低收盘价；③美国汽油价格今年飙升五成，拜登敦促联邦机构调查。\n</blockquote>\n<p>海外市场</p>\n<p>1、道指收跌0.58%！抗疫概念股逆市大涨</p>\n<p>大型零售商的业绩增长未能使市场摆脱通胀担忧，美股三大指数周三集体下跌。道指跌0.58%，标普500指数跌0.26%，纳指跌0.33%。</p>\n<p>美股抗疫概念股逆市大涨，<a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯医药</a>涨超7%，NioNTech涨超5%，Moderna涨超3%。</p>\n<p>2、热门中概股周三收盘多数走低 <a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>大跌逾17%</p>\n<p>热门中概股周三收盘多数走低，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>大跌逾17%，三季度营收及净亏损均差于预期。</p>\n<p>其他中概股方面，<a href=\"https://laohu8.com/S/ZME\">掌门教育</a>涨超38%，雾芯科技涨超3%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨超2%，<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨超1%；<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌近9%，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌近8%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌超4%，<a href=\"https://laohu8.com/S/JD\">京东</a>跌超3%，携程跌2%。</p>\n<p>新能源汽车股中，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超3%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌超2%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌近2%。</p>\n<p>3、欧股主要指数涨跌互现 <a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.49%</p>\n<p>欧洲<a href=\"https://laohu8.com/S/ICE\">洲际交易所</a>1月交割的布伦特原油期货价格下跌2.15美元，跌幅2.6%，收于每桶80.28美元，创10月1日以来的最低收盘价。</p>\n<p>4、周三美油收跌3%布油跌2.6% 均创10月初以来最低收盘价</p>\n<p>据报道，拜登在本周早些时候的一次虚拟会议上讨论了与外国联手释放原油储备的可能性，这条消息导致周三石油价格大幅下跌。</p>\n<p>最终，纽约商品交易所12月交割的西德州中质原油(WTI)期货价格下跌2.40美元，跌幅3%，收于每桶78.36美元，创10月7日以来的最低收盘价。</p>\n<p>5、黄金期货周三收高0.9% 创6月以来最高收盘价</p>\n<p>通胀飙升继续为贵金属价格提供支撑。最终，纽约商品交易所12月交割的黄金期货价格上涨16.10美元，涨幅0.9%，收于每盎司1870.20美元，创6月11日以来的最高收盘价。</p>\n<p>国际宏观</p>\n<p>1、美国汽油价格今年飙升五成 拜登敦促联邦机构调查</p>\n<p>美国总统拜登敦促联邦贸易委员会（FTC）调查美国汽油市场可能的非法行为，但该机构的任何调查都不太可能立刻对汽油零售价格产生影响。</p>\n<p>在致周三致FTC主席Lina Khan的信中，拜登表达了对汽油零售与批发价之间落差的担忧，称“越来越多证据表明石油和汽油公司存在侵犯消费者利益的行为。”</p>\n<p>拜登在信中称，“我不接受辛勤工作的美国人因为反竞争或其他潜在的非法行为而支付更高的汽油价格”。</p>\n<p>2、美财政部金融研究办公室：通胀、货币政策收紧或加剧系统性风险</p>\n<p>美国财政部金融研究办公室周三表示，通货膨胀、货币政策收紧和网络攻击可能会增加美国金融体系的系统性风险，同时可能出现新的新冠病毒变种。</p>\n<p>3、伊朗南部一输油管道发生爆炸，周围地区有震感</p>\n<p>据伊朗塔斯尼姆通讯社，位于伊朗西南部的胡齐斯坦省一条石油管道由于腐蚀作用而发生爆炸。根据该报道，管道爆炸威力较大，附近村庄发生轻微地震，目前尚无伤亡和损失细节报道。</p>\n<p>4、德国亮红灯！默克尔称第四波疫情正全速袭击、形势“耸人听闻”</p>\n<p>据多家德国媒体报道，在德国城市协会举办的一场活动中，默克尔表示：“第四波疫情正在全速袭击我们的国家。”、“单日新增感染病例数超过以往……单日死亡病例也令人恐惧。”</p>\n<p>默克尔在讲话中用“耸人听闻”一词形容德国的疫情形势。她号召国民积极接种疫苗，称现在任何一个没有接种过的人开始接种都不算太迟。</p>\n<p>5、美联储理事沃勒：仍对央行数字货币的必要性持怀疑态度</p>\n<p>美联储理事沃勒称，不同意稳定币的发行只能由银行来完成。鉴于支付领域正在发生真实而迅速的创新，仍对央行数字货币的必要性持怀疑态度。</p>\n<p>6、欧洲央行官员再强调2022年不会加息</p>\n<p>欧洲央行执委施纳贝尔认为，加息的条件不太可能在2022年实现。欧洲央行副行长金多斯也表示，个人认为2022年不会加息。17日，欧元区10月CPI月率录得0.8%，创3月以来新高。</p>\n<p>公司新闻</p>\n<p>1、<a href=\"https://laohu8.com/S/QCOM\">高通</a>宣布2023年推出下一代Arm处理器：对标<a href=\"https://laohu8.com/S/AAPL\">苹果</a>M系列</p>\n<p>11 月17日消息，<a href=\"https://laohu8.com/S/QCOM\">高通</a>正寻求认真加强其 PC 处理器，昨晚宣布了下一代基于 Arm 的处理器计划，“旨在为 Windows PC 设定性能基准”，将能够与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的 M 系列处理器并驾齐驱。高通首席技术官 James Thompson 博士在公司 2021 年投资者大会上宣布了新处理器的计划，目标是在 2023 年推出，推出前九个月内向硬件客户提供样品。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2184851022\" target=\"_blank\"><b>英伟达收入、利润、指引均超预期，盘后股价涨超5%</b></a></p>\n<p>周三美股盘后，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)公布了其2022财年第三季度财务业绩。财报显示，该公司Q3营收为创纪录的71.03亿美元，好于市场预期的68.2亿美元，上年同期为47.26亿美元，同比增长50%；在GAAP会计准则下，净利润为24.64亿美元，上年同期为13.36亿美元，同比增长84%。</p>\n<p>3、<a href=\"https://laohu8.com/NW/1141324420\" target=\"_blank\">百度第三季度营收319亿元 同比增长13%</a></p>\n<p>11月17日，<a href=\"https://laohu8.com/S/BIDU\">百度</a>发布截至2021年9月30日的第三季度未经审计的财务报告。第三季度，百度实现营收319亿元，同比增长13%。归属百度的净利润（非美国通用会计准则）50.9亿元，超出市场平均预期，同比下滑27%。第三季度，百度App月活达6.07亿，同比增长12%，日登录用户比例达到79%。</p>\n<p>4、<a href=\"https://laohu8.com/NW/1156795857\" target=\"_blank\">B站三季度营收52.1亿元 同比增61%</a></p>\n<p>11月17日，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>公布了截至2021年9月30日的第三季度未经审计的财务报告。财报显示，B站三季度营收达52.1亿元人民币，同比增长61%。本季度，B站月均活跃用户达2.67亿，同比增长35%；日均活跃用户达7200万，同比增长35%。</p>\n<p>5、<a href=\"https://laohu8.com/NW/1170717496\" target=\"_blank\">财报不及预期 周三爱奇艺股价大跌17.23%</a></p>\n<p>美股周三收盘，爱奇艺股价大跌17.23%，报7.11美元。</p>\n<p>爱奇艺此前发布了截至9月30日的2021年第三季度财报，报告显示，爱奇艺三季度总营收为人民币76亿元（约合12亿美元），同比增长6%。净亏损为人民币17亿元（约合2.684亿美元），而去年同期净亏损为人民币12亿元。</p>\n<p>爱奇艺预计，2021年第四季度总净营收将达人民币70.8亿元（约合11.0亿美元）至人民币75.3亿元（约合11.7亿美元），同比下滑5%至增长1%。</p>\n<p>6、<a href=\"https://laohu8.com/NW/2184833903\" target=\"_blank\">IBM公布迄今全球最大超导量子计算机，含127个量子比特</a></p>\n<p>11月16日消息，本周一，IBM公司表示，其新型Eagle计算芯片可以将127个量子位串联在一起，并创造出世界上最大的超导量子计算机，其规模超过了<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>和中国目前生产的最先进机器。其高管认为，该芯片将使量子计算机在未来两年内在某些任务上开始超越传统计算机。</p>\n<p>但目前IBM还未公布除量子比特数以外的信息来证明其新处理器的性能，众多专家表示对该处理器持保留意见。</p>\n<p>7、<a href=\"https://laohu8.com/NW/2184874856\" target=\"_blank\">阿尔茨海默氏症临床试验有猫腻？大牛股Cassava遭SEC调查</a></p>\n<p>名不见经传、成立20多年还没有任何产品上市的美国小型生物制药公司Cassava Sciences可谓今年最引人注目、同时也频繁经历大起大落的Meme“散户网红股”之一。</p>\n<p>这家只有25名员工、总部位于美国得州奥斯汀市的公司堪称2021年涨势最猛生物科技股。今年7月所创52周新高146.16美元较去年底的6.82美元暴涨20倍，升至2000年互联网泡沫破灭以来最高，还一度成为罗素2000小盘股指数中涨幅第三大的股票，仅次于网红股<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>和AMC。</p>\n<p>8、<a href=\"https://laohu8.com/NW/2184859697\" target=\"_blank\">德国初创车企Sono上市首日暴涨，盘后再涨逾20%</a></p>\n<p>周三（11月17日），德国<a href=\"https://laohu8.com/S/000591\">太阳能</a>汽车初创公司Sono Motors的母公司Sono Group NV登陆纳斯达克首日暴涨，截至收盘，Sono股价较发行价涨154.7%，报38.2美元。盘后再涨20.21%，报45.92美元。</p>\n<p>9、<a href=\"https://laohu8.com/NW/2184561852\" target=\"_blank\">思科财报不及预期，盘后股价一度跌近7%</a></p>\n<p>美东时间11月17日（周三）美股盘后，<a href=\"https://laohu8.com/S/CSCO\">思科</a>公布2022财年第一季度业绩。财报显示，第一季度营收为129.00亿美元，同比增长8%，分析师预期129.9亿美元；净利润为29.80亿美元，同比增长37%；摊薄后每股收益为0.70美元，上年同期为0.51美元。</p>\n<p>10、<a href=\"https://laohu8.com/NW/2184585820\" target=\"_blank\">郭明錤曝光iPhone 14、苹果头戴显示器全面支持Wi-Fi 6E</a></p>\n<p>苹果爆料一哥、 天风国际分析师郭明錤发布最新研报。研报指出，iPhone 14与苹果头戴显示器均支持Wi-Fi 6E，有望带动更多竞争对手的产品采用Wi-Fi 6E。此前，郭明錤就曾预测，Wi-Fi 6/6E/7为元宇宙装置无线化关键，Wi-Fi供应链为10年内数十亿部头戴显示装置潜在市场的主要赢家。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"USO":"美国原油ETF","UCO":"二倍做多彭博原油ETF","DUG":"二倍做空石油与天然气ETF(ProShares)","DWT":"三倍做空原油ETN",".SPX":"S&P 500 Index","RIVN":"Rivian Automotive, Inc.","DDG":"ProShares做空石油与天然气ETF","SCO":"二倍做空彭博原油指数ETF",".DJI":"道琼斯","BK4099":"汽车制造商",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115787772","content_text":"摘要：①美股周三集体下跌。道指跌0.58%，标普500指数跌0.26%，纳指跌0.33%；②周三美油收跌3%，布油跌2.6%，均创10月初以来最低收盘价；③美国汽油价格今年飙升五成，拜登敦促联邦机构调查。\n\n海外市场\n1、道指收跌0.58%！抗疫概念股逆市大涨\n大型零售商的业绩增长未能使市场摆脱通胀担忧，美股三大指数周三集体下跌。道指跌0.58%，标普500指数跌0.26%，纳指跌0.33%。\n美股抗疫概念股逆市大涨，诺瓦瓦克斯医药涨超7%，NioNTech涨超5%，Moderna涨超3%。\n2、热门中概股周三收盘多数走低 爱奇艺大跌逾17%\n热门中概股周三收盘多数走低，爱奇艺大跌逾17%，三季度营收及净亏损均差于预期。\n其他中概股方面，掌门教育涨超38%，雾芯科技涨超3%，新东方涨超2%，网易、好未来涨超1%；哔哩哔哩跌近9%，贝壳跌近8%，阿里巴巴、拼多多跌超4%，京东跌超3%，携程跌2%。\n新能源汽车股中，小鹏汽车跌超3%，蔚来汽车跌超2%，理想汽车跌近2%。\n3、欧股主要指数涨跌互现 英国富时100指数跌0.49%\n欧洲洲际交易所1月交割的布伦特原油期货价格下跌2.15美元，跌幅2.6%，收于每桶80.28美元，创10月1日以来的最低收盘价。\n4、周三美油收跌3%布油跌2.6% 均创10月初以来最低收盘价\n据报道，拜登在本周早些时候的一次虚拟会议上讨论了与外国联手释放原油储备的可能性，这条消息导致周三石油价格大幅下跌。\n最终，纽约商品交易所12月交割的西德州中质原油(WTI)期货价格下跌2.40美元，跌幅3%，收于每桶78.36美元，创10月7日以来的最低收盘价。\n5、黄金期货周三收高0.9% 创6月以来最高收盘价\n通胀飙升继续为贵金属价格提供支撑。最终，纽约商品交易所12月交割的黄金期货价格上涨16.10美元，涨幅0.9%，收于每盎司1870.20美元，创6月11日以来的最高收盘价。\n国际宏观\n1、美国汽油价格今年飙升五成 拜登敦促联邦机构调查\n美国总统拜登敦促联邦贸易委员会（FTC）调查美国汽油市场可能的非法行为，但该机构的任何调查都不太可能立刻对汽油零售价格产生影响。\n在致周三致FTC主席Lina Khan的信中，拜登表达了对汽油零售与批发价之间落差的担忧，称“越来越多证据表明石油和汽油公司存在侵犯消费者利益的行为。”\n拜登在信中称，“我不接受辛勤工作的美国人因为反竞争或其他潜在的非法行为而支付更高的汽油价格”。\n2、美财政部金融研究办公室：通胀、货币政策收紧或加剧系统性风险\n美国财政部金融研究办公室周三表示，通货膨胀、货币政策收紧和网络攻击可能会增加美国金融体系的系统性风险，同时可能出现新的新冠病毒变种。\n3、伊朗南部一输油管道发生爆炸，周围地区有震感\n据伊朗塔斯尼姆通讯社，位于伊朗西南部的胡齐斯坦省一条石油管道由于腐蚀作用而发生爆炸。根据该报道，管道爆炸威力较大，附近村庄发生轻微地震，目前尚无伤亡和损失细节报道。\n4、德国亮红灯！默克尔称第四波疫情正全速袭击、形势“耸人听闻”\n据多家德国媒体报道，在德国城市协会举办的一场活动中，默克尔表示：“第四波疫情正在全速袭击我们的国家。”、“单日新增感染病例数超过以往……单日死亡病例也令人恐惧。”\n默克尔在讲话中用“耸人听闻”一词形容德国的疫情形势。她号召国民积极接种疫苗，称现在任何一个没有接种过的人开始接种都不算太迟。\n5、美联储理事沃勒：仍对央行数字货币的必要性持怀疑态度\n美联储理事沃勒称，不同意稳定币的发行只能由银行来完成。鉴于支付领域正在发生真实而迅速的创新，仍对央行数字货币的必要性持怀疑态度。\n6、欧洲央行官员再强调2022年不会加息\n欧洲央行执委施纳贝尔认为，加息的条件不太可能在2022年实现。欧洲央行副行长金多斯也表示，个人认为2022年不会加息。17日，欧元区10月CPI月率录得0.8%，创3月以来新高。\n公司新闻\n1、高通宣布2023年推出下一代Arm处理器：对标苹果M系列\n11 月17日消息，高通正寻求认真加强其 PC 处理器，昨晚宣布了下一代基于 Arm 的处理器计划，“旨在为 Windows PC 设定性能基准”，将能够与苹果的 M 系列处理器并驾齐驱。高通首席技术官 James Thompson 博士在公司 2021 年投资者大会上宣布了新处理器的计划，目标是在 2023 年推出，推出前九个月内向硬件客户提供样品。\n2、英伟达收入、利润、指引均超预期，盘后股价涨超5%\n周三美股盘后，英伟达(NVDA.US)公布了其2022财年第三季度财务业绩。财报显示，该公司Q3营收为创纪录的71.03亿美元，好于市场预期的68.2亿美元，上年同期为47.26亿美元，同比增长50%；在GAAP会计准则下，净利润为24.64亿美元，上年同期为13.36亿美元，同比增长84%。\n3、百度第三季度营收319亿元 同比增长13%\n11月17日，百度发布截至2021年9月30日的第三季度未经审计的财务报告。第三季度，百度实现营收319亿元，同比增长13%。归属百度的净利润（非美国通用会计准则）50.9亿元，超出市场平均预期，同比下滑27%。第三季度，百度App月活达6.07亿，同比增长12%，日登录用户比例达到79%。\n4、B站三季度营收52.1亿元 同比增61%\n11月17日，哔哩哔哩公布了截至2021年9月30日的第三季度未经审计的财务报告。财报显示，B站三季度营收达52.1亿元人民币，同比增长61%。本季度，B站月均活跃用户达2.67亿，同比增长35%；日均活跃用户达7200万，同比增长35%。\n5、财报不及预期 周三爱奇艺股价大跌17.23%\n美股周三收盘，爱奇艺股价大跌17.23%，报7.11美元。\n爱奇艺此前发布了截至9月30日的2021年第三季度财报，报告显示，爱奇艺三季度总营收为人民币76亿元（约合12亿美元），同比增长6%。净亏损为人民币17亿元（约合2.684亿美元），而去年同期净亏损为人民币12亿元。\n爱奇艺预计，2021年第四季度总净营收将达人民币70.8亿元（约合11.0亿美元）至人民币75.3亿元（约合11.7亿美元），同比下滑5%至增长1%。\n6、IBM公布迄今全球最大超导量子计算机，含127个量子比特\n11月16日消息，本周一，IBM公司表示，其新型Eagle计算芯片可以将127个量子位串联在一起，并创造出世界上最大的超导量子计算机，其规模超过了谷歌和中国目前生产的最先进机器。其高管认为，该芯片将使量子计算机在未来两年内在某些任务上开始超越传统计算机。\n但目前IBM还未公布除量子比特数以外的信息来证明其新处理器的性能，众多专家表示对该处理器持保留意见。\n7、阿尔茨海默氏症临床试验有猫腻？大牛股Cassava遭SEC调查\n名不见经传、成立20多年还没有任何产品上市的美国小型生物制药公司Cassava Sciences可谓今年最引人注目、同时也频繁经历大起大落的Meme“散户网红股”之一。\n这家只有25名员工、总部位于美国得州奥斯汀市的公司堪称2021年涨势最猛生物科技股。今年7月所创52周新高146.16美元较去年底的6.82美元暴涨20倍，升至2000年互联网泡沫破灭以来最高，还一度成为罗素2000小盘股指数中涨幅第三大的股票，仅次于网红股游戏驿站和AMC。\n8、德国初创车企Sono上市首日暴涨，盘后再涨逾20%\n周三（11月17日），德国太阳能汽车初创公司Sono Motors的母公司Sono Group NV登陆纳斯达克首日暴涨，截至收盘，Sono股价较发行价涨154.7%，报38.2美元。盘后再涨20.21%，报45.92美元。\n9、思科财报不及预期，盘后股价一度跌近7%\n美东时间11月17日（周三）美股盘后，思科公布2022财年第一季度业绩。财报显示，第一季度营收为129.00亿美元，同比增长8%，分析师预期129.9亿美元；净利润为29.80亿美元，同比增长37%；摊薄后每股收益为0.70美元，上年同期为0.51美元。\n10、郭明錤曝光iPhone 14、苹果头戴显示器全面支持Wi-Fi 6E\n苹果爆料一哥、 天风国际分析师郭明錤发布最新研报。研报指出，iPhone 14与苹果头戴显示器均支持Wi-Fi 6E，有望带动更多竞争对手的产品采用Wi-Fi 6E。此前，郭明錤就曾预测，Wi-Fi 6/6E/7为元宇宙装置无线化关键，Wi-Fi供应链为10年内数十亿部头戴显示装置潜在市场的主要赢家。","news_type":1,"symbols_score_info":{"DDG":0.9,".DJI":0.9,".SPX":0.9,"DWTIF":0.9,"SCO":0.9,"CLmain":0.9,".IXIC":0.9,"QMmain":0.9,"USO":0.9,"UWTIF":0.9,"UCO":0.9,"BZmain":0.9,"DUG":0.9,"DWT":0.9,"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":4282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852700604,"gmtCreate":1635300183884,"gmtModify":1635300427352,"author":{"id":"3577464386301571","authorId":"3577464386301571","name":"kelvinseech","avatar":"https://static.tigerbbs.com/fa4b33df37044967fd669e37ffd98983","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577464386301571","idStr":"3577464386301571"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852700604","repostId":"852042423","repostType":1,"repost":{"id":852042423,"gmtCreate":1635228110259,"gmtModify":1750507759001,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502767768442965","idStr":"3502767768442965"},"themes":[],"title":"【故事会】摊丁入亩，废除了中国持续2000年的人头税","htmlText":"栏目说明：小话不定期给大家分享有趣的故事，内容来源于网络，希望给您带来更好的阅读体验！ 转自公众号：远方青木 作者：一棵青木 历朝历代建国之初，执行的都是人头税。 原因有很多，最大的原因是王朝之初人丁稀少，荒田遍地，只有人才能创造财富，所以按人头征税，是最科学最合理的办法。 你不可能对着一片荒地征税，你只能对着刚收获秋粮的男丁征税，因为只有他们才有财富，而男丁的数量随着王朝的稳定是会快速增长的，这代表你的税收会快速增加。 人头税始于西周末年，全面普及于战国时期，完善于秦始皇，16~60岁的男丁都要缴税。 这个看起来很合理的政策，在历朝历代之初都没有问题，而随着王朝的发展，都会成为问题的来源。 财富确实是由人创造的，但同样也离不开土地。 人头税的政策是只对人征税，但不对土地征税，土地长期以来都是免税的。 这实质上是一种劳动税，谁劳动谁纳税。 谁劳动谁纳税这当然没有问题，毕竟只有劳动者才创造社会财富，但因为土地的特殊性质，劳动者的一部分财富肯定会被土地持有者拿走。 但土地持有者不纳税。 如果一个王朝是劳动者纳税但劳动者手中的财富越来越少，不劳动者不纳税但不劳动者手中的财富却越来越多。 很明显，这样的王朝一定会出现问题。 只要王朝还有钱，那这个王朝就一定不会死，但是当95%的劳动者只占有5%的财富总值，却要承担95%的税收时，这样的王朝不灭亡才叫没有天理。 土地和人口之间的尖锐矛盾，是几乎所有王朝灭亡的主要原因。 随着封建王朝的逐渐发展，执政者逐渐的摸索到了其中的奥秘。 虽然还没有人能提出人口和土地之间的财富规律，虽然还没有人知道土地兼并和贫富分化是王朝灭亡的主要原因，但到了明朝中后期，已经有一部分执政精英意识到持有大量土地的人不纳税这事是有问题的。 明朝初期，朱元璋采用了自古以来的人头税法制。 没有为什么，自古以来都是这样的，难道按人头收丁税有什么不对么？ 到了明朝中后期，一部","listText":"栏目说明：小话不定期给大家分享有趣的故事，内容来源于网络，希望给您带来更好的阅读体验！ 转自公众号：远方青木 作者：一棵青木 历朝历代建国之初，执行的都是人头税。 原因有很多，最大的原因是王朝之初人丁稀少，荒田遍地，只有人才能创造财富，所以按人头征税，是最科学最合理的办法。 你不可能对着一片荒地征税，你只能对着刚收获秋粮的男丁征税，因为只有他们才有财富，而男丁的数量随着王朝的稳定是会快速增长的，这代表你的税收会快速增加。 人头税始于西周末年，全面普及于战国时期，完善于秦始皇，16~60岁的男丁都要缴税。 这个看起来很合理的政策，在历朝历代之初都没有问题，而随着王朝的发展，都会成为问题的来源。 财富确实是由人创造的，但同样也离不开土地。 人头税的政策是只对人征税，但不对土地征税，土地长期以来都是免税的。 这实质上是一种劳动税，谁劳动谁纳税。 谁劳动谁纳税这当然没有问题，毕竟只有劳动者才创造社会财富，但因为土地的特殊性质，劳动者的一部分财富肯定会被土地持有者拿走。 但土地持有者不纳税。 如果一个王朝是劳动者纳税但劳动者手中的财富越来越少，不劳动者不纳税但不劳动者手中的财富却越来越多。 很明显，这样的王朝一定会出现问题。 只要王朝还有钱，那这个王朝就一定不会死，但是当95%的劳动者只占有5%的财富总值，却要承担95%的税收时，这样的王朝不灭亡才叫没有天理。 土地和人口之间的尖锐矛盾，是几乎所有王朝灭亡的主要原因。 随着封建王朝的逐渐发展，执政者逐渐的摸索到了其中的奥秘。 虽然还没有人能提出人口和土地之间的财富规律，虽然还没有人知道土地兼并和贫富分化是王朝灭亡的主要原因，但到了明朝中后期，已经有一部分执政精英意识到持有大量土地的人不纳税这事是有问题的。 明朝初期，朱元璋采用了自古以来的人头税法制。 没有为什么，自古以来都是这样的，难道按人头收丁税有什么不对么？ 到了明朝中后期，一部","text":"栏目说明：小话不定期给大家分享有趣的故事，内容来源于网络，希望给您带来更好的阅读体验！ 转自公众号：远方青木 作者：一棵青木 历朝历代建国之初，执行的都是人头税。 原因有很多，最大的原因是王朝之初人丁稀少，荒田遍地，只有人才能创造财富，所以按人头征税，是最科学最合理的办法。 你不可能对着一片荒地征税，你只能对着刚收获秋粮的男丁征税，因为只有他们才有财富，而男丁的数量随着王朝的稳定是会快速增长的，这代表你的税收会快速增加。 人头税始于西周末年，全面普及于战国时期，完善于秦始皇，16~60岁的男丁都要缴税。 这个看起来很合理的政策，在历朝历代之初都没有问题，而随着王朝的发展，都会成为问题的来源。 财富确实是由人创造的，但同样也离不开土地。 人头税的政策是只对人征税，但不对土地征税，土地长期以来都是免税的。 这实质上是一种劳动税，谁劳动谁纳税。 谁劳动谁纳税这当然没有问题，毕竟只有劳动者才创造社会财富，但因为土地的特殊性质，劳动者的一部分财富肯定会被土地持有者拿走。 但土地持有者不纳税。 如果一个王朝是劳动者纳税但劳动者手中的财富越来越少，不劳动者不纳税但不劳动者手中的财富却越来越多。 很明显，这样的王朝一定会出现问题。 只要王朝还有钱，那这个王朝就一定不会死，但是当95%的劳动者只占有5%的财富总值，却要承担95%的税收时，这样的王朝不灭亡才叫没有天理。 土地和人口之间的尖锐矛盾，是几乎所有王朝灭亡的主要原因。 随着封建王朝的逐渐发展，执政者逐渐的摸索到了其中的奥秘。 虽然还没有人能提出人口和土地之间的财富规律，虽然还没有人知道土地兼并和贫富分化是王朝灭亡的主要原因，但到了明朝中后期，已经有一部分执政精英意识到持有大量土地的人不纳税这事是有问题的。 明朝初期，朱元璋采用了自古以来的人头税法制。 没有为什么，自古以来都是这样的，难道按人头收丁税有什么不对么？ 到了明朝中后期，一部","images":[{"img":"https://static.tigerbbs.com/de421999a697ae2c0d1b4ba858ee0673","width":"870","height":"487"},{"img":"https://static.tigerbbs.com/3d21d990425f6c6e25520cff91f21259","width":"700","height":"1059"},{"img":"https://static.tigerbbs.com/25b35f4f714d8d183702ff334a21602c","width":"550","height":"677"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852042423","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2783,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856936361,"gmtCreate":1635139143769,"gmtModify":1635139143842,"author":{"id":"3577464386301571","authorId":"3577464386301571","name":"kelvinseech","avatar":"https://static.tigerbbs.com/fa4b33df37044967fd669e37ffd98983","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577464386301571","idStr":"3577464386301571"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856936361","repostId":"856908024","repostType":1,"repost":{"id":856908024,"gmtCreate":1635136361164,"gmtModify":1635137195685,"author":{"id":"3527667591235607","authorId":"3527667591235607","name":"OptionPlus","avatar":"https://static.tigerbbs.com/e8009c23927adcf8b5e1e1d101178392","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667591235607","idStr":"3527667591235607"},"themes":[],"title":"如何用期权玩转财报季（3）FB和Twitter财报还值得搞吗？","htmlText":"上周社交软件<a href=\"https://laohu8.com/S/SNAP\">$Snap Inc(SNAP)$</a> 财报发布后，股价暴跌超过26%，主要是受到苹果隐私新规重创Snap的广告收入，Snap营收和指引均不及预期。 大家立即担心到将于今天盘后和明天盘后发财报、同属依靠广告为生的社交平台<a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a> 和<a href=\"https://laohu8.com/S/TWTR\">$Twitter(TWTR)$</a> ，实际上，FB和TWTR在SNAP暴跌当天也下跌约5%，但跟Snap的跌幅没法比，那这时候大家就在想还能不能赌FB和TWTR财报会再度暴跌？持有FB和TWTR的朋友是不是要当机立断赶紧卖了？ 首先，Snap在7月就曾表示，其用户选择跟踪比率高于业内平均水平。这或许意味着苹果这项隐私新规对Snap的广告收入影响高于Facebook和Twitter等平台。在SNAP财报出来后，摩根大通的分析师说：与Facebook、Google和Twitter相比，苹果隐私正常变化对Snap更严重。但摩根士丹利的分析师却认为，苹果隐私政策对Facebook的影响也差不多。而他预计Twitter在未来两年会受到更多影响。Facebook也曾经警告称，收入增长可能“显著放缓”，苹果新规可能会对第三季度产生更大影响。 先来看Twitter，图形走的相当难看了，就连特朗普要做的新社交平台似乎都能影响它，再加上Snap的财报，TWTR日线彻底破位，周线在一个比较强的支撑。这种图形我个人觉得不适合去介入。至于TWTR的期权，有点tricky了，目前本周五到期的IV都超过了100%，这个情况snap上周也出现，IV都在100好几。或许预示TWTR未来波动也会很大，这种情况一般适合做跨式，即两","listText":"上周社交软件<a href=\"https://laohu8.com/S/SNAP\">$Snap Inc(SNAP)$</a> 财报发布后，股价暴跌超过26%，主要是受到苹果隐私新规重创Snap的广告收入，Snap营收和指引均不及预期。 大家立即担心到将于今天盘后和明天盘后发财报、同属依靠广告为生的社交平台<a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a> 和<a href=\"https://laohu8.com/S/TWTR\">$Twitter(TWTR)$</a> ，实际上，FB和TWTR在SNAP暴跌当天也下跌约5%，但跟Snap的跌幅没法比，那这时候大家就在想还能不能赌FB和TWTR财报会再度暴跌？持有FB和TWTR的朋友是不是要当机立断赶紧卖了？ 首先，Snap在7月就曾表示，其用户选择跟踪比率高于业内平均水平。这或许意味着苹果这项隐私新规对Snap的广告收入影响高于Facebook和Twitter等平台。在SNAP财报出来后，摩根大通的分析师说：与Facebook、Google和Twitter相比，苹果隐私正常变化对Snap更严重。但摩根士丹利的分析师却认为，苹果隐私政策对Facebook的影响也差不多。而他预计Twitter在未来两年会受到更多影响。Facebook也曾经警告称，收入增长可能“显著放缓”，苹果新规可能会对第三季度产生更大影响。 先来看Twitter，图形走的相当难看了，就连特朗普要做的新社交平台似乎都能影响它，再加上Snap的财报，TWTR日线彻底破位，周线在一个比较强的支撑。这种图形我个人觉得不适合去介入。至于TWTR的期权，有点tricky了，目前本周五到期的IV都超过了100%，这个情况snap上周也出现，IV都在100好几。或许预示TWTR未来波动也会很大，这种情况一般适合做跨式，即两","text":"上周社交软件$Snap Inc(SNAP)$ 财报发布后，股价暴跌超过26%，主要是受到苹果隐私新规重创Snap的广告收入，Snap营收和指引均不及预期。 大家立即担心到将于今天盘后和明天盘后发财报、同属依靠广告为生的社交平台$Facebook(FB)$ 和$Twitter(TWTR)$ ，实际上，FB和TWTR在SNAP暴跌当天也下跌约5%，但跟Snap的跌幅没法比，那这时候大家就在想还能不能赌FB和TWTR财报会再度暴跌？持有FB和TWTR的朋友是不是要当机立断赶紧卖了？ 首先，Snap在7月就曾表示，其用户选择跟踪比率高于业内平均水平。这或许意味着苹果这项隐私新规对Snap的广告收入影响高于Facebook和Twitter等平台。在SNAP财报出来后，摩根大通的分析师说：与Facebook、Google和Twitter相比，苹果隐私正常变化对Snap更严重。但摩根士丹利的分析师却认为，苹果隐私政策对Facebook的影响也差不多。而他预计Twitter在未来两年会受到更多影响。Facebook也曾经警告称，收入增长可能“显著放缓”，苹果新规可能会对第三季度产生更大影响。 先来看Twitter，图形走的相当难看了，就连特朗普要做的新社交平台似乎都能影响它，再加上Snap的财报，TWTR日线彻底破位，周线在一个比较强的支撑。这种图形我个人觉得不适合去介入。至于TWTR的期权，有点tricky了，目前本周五到期的IV都超过了100%，这个情况snap上周也出现，IV都在100好几。或许预示TWTR未来波动也会很大，这种情况一般适合做跨式，即两","images":[{"img":"https://static.tigerbbs.com/daeb8a03a5296052af1aea7bc6d94caa","width":"1271","height":"519"},{"img":"https://static.tigerbbs.com/1ae23fe51038803c12044f6861a61148","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/78bafe35c6d266a115fd4330b93d093b","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856908024","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858041913,"gmtCreate":1634956343559,"gmtModify":1634956343645,"author":{"id":"3577464386301571","authorId":"3577464386301571","name":"kelvinseech","avatar":"https://static.tigerbbs.com/fa4b33df37044967fd669e37ffd98983","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577464386301571","idStr":"3577464386301571"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858041913","repostId":"1177255738","repostType":4,"repost":{"id":"1177255738","kind":"news","pubTimestamp":1634953820,"share":"https://www.laohunote.com/m/news/1177255738?lang=zh_CN&edition=full","pubTime":"2021-10-23 09:50","market":"us","language":"en","title":"Palantir Stock Price Prediction: Outlook After U.S. Army Selection<blockquote>Palantir 股价预测：美国陆军选择后的展望</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1177255738","media":"Seeking Alpha","summary":"Summary\n\nPalantir's US Army contract is huge news for the company due to the contract's large size. ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.</li>  <li>PLTR is one of just four IL-5 DoD-certified companies and is moving to IL-6, which should increase its moat further.</li>  <li>The company is seemingly expensive on a profit basis, but when we consider PLTR's growth outlook, shares could be a pretty good investment, nevertheless.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa0d32030c1112ab6f00943f9091b85b\" tg-width=\"768\" tg-height=\"516\" width=\"100%\" height=\"auto\"><span>Scott Olson/Getty Images News</span></p><p><blockquote><ul><li>由于合同规模庞大，Palantir 的美国陆军合同对该公司来说是一个巨大的消息。大局也很重要——PLTR 竞争激烈且值得信赖。</li><li>PLTR 是仅有的四家获得 IL-5 国防部认证的公司之一，并正在转向 IL-6，这将进一步增加其护城河。</li><li>就利润而言，该公司似乎很昂贵，但当我们考虑 PLTR 的增长前景时，股票仍然可能是一项相当不错的投资。</li></ul><p class=\"t-img-caption\"><span>斯科特奥尔森/盖蒂图片社新闻</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> Palantir Technologies (PLTR) remains a highly exciting, fast-growing tech company that continues to trade at an expensive valuation. The recent contract with the US Army shows, again, that its proprietary solutions are in a class of their own and that Palantir Technologies is very entrenched in government bodies, which should allow the company to deliver strong growth for many years. Palantir Technologies is not a low-risk pick, but I do believe that, in the long run, investors could see sizeable gains from this stock.</p><p><blockquote>Palantir Technologies (PLTR) 仍然是一家非常令人兴奋、快速发展的科技公司，继续以昂贵的估值进行交易。最近与美国陆军签订的合同再次表明，其专有解决方案是独一无二的，而且 Palantir Technologies 在政府机构中根深蒂固，这应该使该公司能够在未来多年实现强劲增长。Palantir Technologies 并不是一个低风险的选择，但我确实相信，从长远来看，投资者可以从这只股票中获得可观的收益。</blockquote></p><p> <b>Palantir &amp; US Army Contract</b></p><p><blockquote><b>Palantir 与美国陆军合同</b></blockquote></p><p> In early October, Palantir Technologies announced that it was selected by the US Army for a contract worth&nbsp;$823 million&nbsp;that will see the company deliver the Army Intelligence data fabric and analytics foundation for the&nbsp;<i>Capability Drop 2</i>&nbsp;(CD-2) program.</p><p><blockquote>10 月初，Palantir Technologies 宣布被美国陆军选中，签订一份价值 8.23 亿美元的合同，该公司将为美国陆军提供陆军情报数据结构和分析基础。<i>能力下降2</i>(CD-2)方案。</blockquote></p><p> For a company like Palantir, which generates revenue of around $1.5 billion a year right now, an $800+ million contract is huge, of course, but it should be noted that this contract will not see Palantir capture all of that revenue in a short period of time. On top of that, not necessarily all of that revenue will go to Palantir Technologies, as other vendors, e.g., for hardware, might take some share of the contract as well. A more bearish analyst&nbsp;noted&nbsp;that the administration has requested around $100 million for that contract in fiscal 2022, suggesting that it will take several years for Palantir to capture all of the revenue from that contract.</p><p><blockquote>对于像Palantir这样目前每年产生约15亿美元收入的公司来说，一份8亿多美元的合同当然是巨大的，但应该注意的是，这份合同不会让Palantir在短时间内获得所有收入。最重要的是，不一定所有的收入都会流向Palantir Technologies，因为其他供应商，例如硬件供应商，也可能从合同中分得一部分份额。一位更为悲观的分析师指出，政府已要求在 2022 财年为该合同拨款约 1 亿美元，这表明 Palantir 需要几年时间才能从该合同中获得所有收入。</blockquote></p><p> Still, this contract is a major positive, I believe, due to several reasons. First, the decision by the US Army to award the contract to Palantir Technologies suggests that Palantir remains a forerunner on a tech basis in the defense space, despite some analysts and commenters believing that Palantir's offering/services are very commoditized. If that were the case, the contract would likely have gone to a different company that sells its services and products at lower prices - remember that Palantir demands gross margins north of 70% on a company-wide basis. Customers would not be willing to pay that much for a commoditized product that could be supplied by anyone.</p><p><blockquote>尽管如此，我认为这份合同是一个重大的积极因素，原因有几个。首先，美国陆军将合同授予Palantir Technologies的决定表明，Palantir仍然是国防领域技术基础的先驱，尽管一些分析师和评论员认为Palantir的产品/服务非常商品化。如果是这样的话，合同可能会授予另一家以较低价格销售其服务和产品的公司——请记住，Palantir 要求全公司毛利率超过 70%。顾客不会愿意为任何人都可以提供的商品化产品支付那么多钱。</blockquote></p><p> The contract award by the US Army for such a large single contract also indicates that officials see Palantir as capable of delivering on large-scale contracts, despite the fact that Palantir Technologies is, by revenue and employer count, not a very large company today. Officials seem to believe that Palantir is able to execute well on these contracts, which, in turn, suggests that Palantir should have a good chance of getting other contracts of a similar size in the future.</p><p><blockquote>美国陆军授予如此大的单一合同也表明，官员们认为 Palantir 有能力交付大规模合同，尽管就收入和雇主而言，Palantir Technologies 目前并不是一家非常大的公司。官员们似乎相信 Palantir 能够很好地执行这些合同，这反过来又表明 Palantir 未来应该有很好的机会获得其他类似规模的合同。</blockquote></p><p> Palantir's strong position in the defense space versus possible competitors is also indicated by the fact that Palantir Technologies is one of just four companies with a level 5 (IL-5) Department of Defense SaaS approval:</p><p><blockquote>Palantir Technologies 是仅有的四家获得国防部 5 级 (IL-5) SaaS 批准的公司之一，这一事实也表明了 Palantir 在国防领域相对于潜在竞争对手的强势地位：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9381e77c84c44423e48d0947838946a3\" tg-width=\"1273\" tg-height=\"841\" width=\"100%\" height=\"auto\"><span>Source: Palantir</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir</span></p></blockquote></p><p> This alone gives Palantir a major edge versus competitors that are not approved for services this critical. Once Palantir moves to IL-6 approval - at which point the company could also handle DoD classified information - Palantir's moat versus competitors should grow further. Palantir's management believes that this will happen in the foreseeable future and that Palantir will likely be the first company to receive IL-6 approval overall. The defense market could be a huge market opportunity for Palantir Technologies over the next couple of years:</p><p><blockquote>仅此一点就给了 Palantir 相对于未获得如此关键服务批准的竞争对手的主要优势。一旦 Palantir 获得 IL-6 批准（届时该公司还可以处理国防部机密信息），Palantir 相对于竞争对手的护城河应该会进一步扩大。Palantir 管理层相信，这将在可预见的未来发生，并且 Palantir 可能会成为第一家获得 IL-6 整体批准的公司。未来几年，国防市场可能是 Palantir Technologies 的巨大市场机会：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63c9bdfc460b29e6a19e05ad9f2b1278\" tg-width=\"640\" tg-height=\"397\" width=\"100%\" height=\"auto\"><span>Source: nscai.gov (page 67 of full report)</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：nscai.gov（报告全文第67页）</span></p></blockquote></p><p></p><p> The National Security Commission on Artificial Intelligence forecasts that AI R&amp;D investments will grow to close to $80 billion by 2030. Palantir Technologies will not be able to address all of that market, as this does include hardware, implementation, etc., but even a couple of percentage points of market share would turn into a $1+ billion a year business. Considering that defense is just one of many markets Palantir Technologies is able to address, this seems highly encouraging - especially when we consider that Palantir is doing around $1.5 billion in revenue this year across all markets the company is active in.</p><p><blockquote>美国国家人工智能安全委员会预测，到2030年，人工智能R&amp;D投资将增长到接近800亿美元。Palantir Technologies将无法解决所有这些市场，因为这包括硬件、实施等。，但即使是几个百分点的市场份额也会变成每年10多亿美元的业务。考虑到国防只是 Palantir Technologies 能够解决的众多市场之一，这似乎非常令人鼓舞 - 特别是当我们考虑到 Palantir 今年在该公司活跃的所有市场的收入约为 15 亿美元时。</blockquote></p><p> Palantir Technologies has, thanks to other contracts with military customers, proven that the US Army contract was not an outlier. Instead, Palantir seems to work well with defense customers, which is why the company gets chosen for new contracts again and again - even by the US&nbsp;Space Force.</p><p><blockquote>由于与军事客户的其他合同，Palantir Technologies 已经证明美国陆军合同并不是一个例外。相反，Palantir 似乎与国防客户合作良好，这就是为什么该公司一次又一次地被选中签订新合同——甚至被美国太空军选中。</blockquote></p><p> <b>PLTR Stock Forecast</b></p><p><blockquote><b>PLTR 库存预测</b></blockquote></p><p> Palantir's management believes that the company will be the most important software player in the world one day, and even though I believe that this is far from guaranteed, I do believe that Palantir has massive growth potential for many years to come. Its solutions could have a huge impact in commerce as well as in the military and security fields. Thanks to close relations with customers (as laid out above), a proven track record, and strong talent - which is why stock-based compensation is so high, as that talent is expensive - Palantir should be able to deliver huge revenue growth throughout the 2020s.</p><p><blockquote>Palantir 的管理层相信，该公司有一天将成为世界上最重要的软件公司，尽管我认为这还远不能保证，但我确实相信 Palantir 在未来许多年里具有巨大的增长潜力。它的解决方案可能会对商业以及军事和安全领域产生巨大影响。得益于与客户的密切关系（如上所述）、良好的业绩记录和强大的人才（这就是为什么基于股票的薪酬如此之高，因为这种人才是昂贵的），Palantir 应该能够在整个 2020 年代实现巨大的收入增长。</blockquote></p><p> Management believes that revenue in 2024 will come in around $4 billion, and that aligns pretty well with&nbsp;analyst estimates. During its four quarters as a publicly traded company, Palantir has beaten analyst estimates on both lines four times, thus the company is establishing a pretty clear track record of outperforming expectations. It is, of course, not guaranteed that this will happen in the future, too, but I do believe that there is a pretty solid chance that Palantir could generate more than $4 billion in revenue in 2024. Let's still go with the $4 billion estimate and assume that revenue grows by 30% for the following three years, and by 25% between 2028 and 2030. If that were to happen, then Palantir would generate revenue of $17 billion in 2030, which would pencil out to a ~11x increase in nine years. What could a company with $17 billion in annual sales and 25% revenue growth be valued at?</p><p><blockquote>管理层认为 2024 年收入将达到 40 亿美元左右，这与分析师的预期非常一致。在作为一家上市公司的四个季度中，Palantir 在两条线上都四次超出了分析师的预期，因此该公司正在建立一个非常清晰的业绩超出预期的记录。当然，不能保证未来也会发生这种情况，但我确实相信 Palantir 很有可能在 2024 年产生超过 40 亿美元的收入。让我们仍然采用 40 亿美元的估计，并假设未来三年收入增长 30%，2028 年至 2030 年间增长 25%。如果发生这种情况，那么 Palantir 将在 2030 年产生 170 亿美元的收入，这将在 9 年内增长约 11 倍。一家年销售额为 170 亿美元、收入增长 25% 的公司的估值是多少？</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52c4b159657eb14f408b680d91dd91ca\" tg-width=\"635\" tg-height=\"515\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Major software players such as Microsoft (MSFT), Salesforce.com (CRM), and Adobe (ADBE) are growing by 15%-25% right now, and trade for 11x to 19x this year's sales today. Considering that Palantir does, in our scenario, grow a little faster than these three companies, a 15x sales multiple does not seem outrageous at all, I believe. Based on estimated sales of $17 billion, this gets us to a market capitalization of $255 billion nine years from now, or roughly 5.3x as much as today's market capitalization of $48 billion. This does, however, not mean that PLTR will see its shares climb by 430%, as we also have to consider the company's share count, which has been rising and which will likely continue to rise. It is hard to forecast where exactly the share count will stand nine years from now, as we don't know the trajectory of future share-based compensation and since PLTR might start to repurchase shares in the future. If we assume that the share count rises by 100 million a year (the share count has risen by 80 million shares over the last year, per YCharts), that pencils out to a share count of ~2.9 billion in 2030. Based on an expected market capitalization of $255 billion, this gets us to a share price of around $90 - or roughly 3.5x as much as today. In other words, if this scenario comes true, investors will generate a 9-year return of around 250%, or roughly 15% a year. That is not as outstanding as the returns one would have gotten when one held AMZN(AMZN)over the last nine years, for example, but an annual return in the ballpark of 15% is still highly attractive, I believe.</p><p><blockquote>微软 (MSFT)、Salesforce.com (CRM) 和 Adobe (ADBE) 等主要软件公司目前的销售额增长了 15%-25%，目前的交易额是今年销售额的 11 倍至 19 倍。考虑到在我们的场景中，Palantir 的增长速度确实比这三家公司快一点，我认为 15 倍的销售倍数似乎一点也不离谱。根据 170 亿美元的估计销售额，九年后我们的市值将达到 2550 亿美元，大约是今天 480 亿美元市值的 5.3 倍。然而，这并不意味着 PLTR 的股价将上涨 430%，因为我们还必须考虑该公司的股数，该公司的股数一直在上升，并且可能会继续上升。很难准确预测九年后的股票数量将处于什么位置，因为我们不知道未来基于股票的薪酬的轨迹，而且 PLTR 可能会在未来开始回购股票。如果我们假设股票数量每年增加 1 亿股（根据 YCharts 的数据，去年股票数量增加了 8000 万股），那么到 2030 年，股票数量约为 29 亿股。基于 2550 亿美元的预期市值，这使得我们的股价约为 90 美元，大约是今天的 3.5 倍。换句话说，如果这种情况成真，投资者将获得约 250% 的 9 年回报率，即每年约 15%。例如，这并不像过去九年持有 AMZN (AMZN) 所获得的回报那么出色，但我相信 15% 左右的年回报率仍然非常有吸引力。</blockquote></p><p> One can, of course, argue that this scenario is not realistic and that the growth rate should be higher or lower, or that the sales multiple in 2030 should be different. Still, I believe that this is a solid base case scenario that<i>might</i>be on the conservative side, considering Palantir Technologies' large potential across many different industries.</p><p><blockquote>当然，有人可能会说这种情况不现实，增长率应该更高或更低，或者2030年的销售倍数应该不同。尽管如此，我相信这是一个坚实的基本情况<i>可能</i>考虑到 Palantir Technologies 在许多不同行业的巨大潜力，请采取保守的立场。</blockquote></p><p> <b>PLTR Stock: Is Now A Good Time To Buy Or Sell?</b></p><p><blockquote><b>PLTR 股票：现在是买入还是卖出的好时机？</b></blockquote></p><p></p><p> Palantir is a very different stock compared to what I mostly cover, and what I primarily invest in. At current prices, PLTR looks quite expensive at first sight, trading at ~150x forward earnings. The company, however, offers massive growth potential, attractive fundamentals, and has a huge moat that could grow further once PLTR is IL-6 DoD approved.</p><p><blockquote>与我主要涵盖的股票和我主要投资的股票相比，Palantir 是一只非常不同的股票。按当前价格计算，PLTR 乍一看相当昂贵，交易价格约为远期市盈率的 150 倍。然而，该公司提供了巨大的增长潜力、有吸引力的基本面，并且拥有巨大的护城河，一旦 PLTR 获得 IL-6 国防部批准，该护城河可能会进一步增长。</blockquote></p><p> Palantir is not a low-risk stock, as the company is, like other high-growth stocks trading at high valuations, vulnerable to interest rate movements. On top of that, profitability has not been proven on a lasting basis yet, and we don't know the trajectory of share-based compensation expenses.</p><p><blockquote>Palantir 不是一只低风险股票，因为该公司与其他以高估值交易的高增长股票一样，容易受到利率变动的影响。最重要的是，盈利能力尚未得到持久证明，我们也不知道基于股票的薪酬支出的轨迹。</blockquote></p><p> Nevertheless, I believe that Palantir is a high-growth company that could deliver double-digit total returns in the long run, and due to a huge and fast-growing addressable market and a wide moat, I am willing to invest in this company - unlike many other highly-valued growth companies that I deem unattractive. Whether Palantir Technologies is a good fit for your portfolio depends on your individual goals and risk tolerance, of course, but I wouldn't be surprised to see PLTR rise at least three-fold by the end of the decade.</p><p><blockquote>尽管如此，我相信 Palantir 是一家高增长公司，从长远来看可以提供两位数的总回报，并且由于其庞大且快速增长的潜在市场和宽阔的护城河，我愿意投资这家公司——不像许多其他我认为没有吸引力的高估值成长型公司。当然，Palantir Technologies 是否适合您的投资组合取决于您的个人目标和风险承受能力，但如果看到 PLTR 在本十年末至少增长两倍，我不会感到惊讶。</blockquote></p><p> <b>Is This an Income Stream Which Induces Fear?</b></p><p><blockquote><b>这是一种引发恐惧的收入流吗？</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/6a958be03c050d5cdb47e6524217c231\" tg-width=\"542\" tg-height=\"324\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The primary goal of the&nbsp;Cash Flow Kingdom Income Portfolio&nbsp;is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent.</p><p><blockquote>现金流王国收入投资组合的主要目标是产生7%-10%范围内的整体收益率。我们通过结合几种不同的收入流来形成有吸引力的、稳定的投资组合支出来实现这一目标。投资组合的价格可能会波动，但收入流保持一致。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock Price Prediction: Outlook After U.S. Army Selection<blockquote>Palantir 股价预测：美国陆军选择后的展望</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock Price Prediction: Outlook After U.S. Army Selection<blockquote>Palantir 股价预测：美国陆军选择后的展望</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-10-23 09:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.</li>  <li>PLTR is one of just four IL-5 DoD-certified companies and is moving to IL-6, which should increase its moat further.</li>  <li>The company is seemingly expensive on a profit basis, but when we consider PLTR's growth outlook, shares could be a pretty good investment, nevertheless.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa0d32030c1112ab6f00943f9091b85b\" tg-width=\"768\" tg-height=\"516\" width=\"100%\" height=\"auto\"><span>Scott Olson/Getty Images News</span></p><p><blockquote><ul><li>由于合同规模庞大，Palantir 的美国陆军合同对该公司来说是一个巨大的消息。大局也很重要——PLTR 竞争激烈且值得信赖。</li><li>PLTR 是仅有的四家获得 IL-5 国防部认证的公司之一，并正在转向 IL-6，这将进一步增加其护城河。</li><li>就利润而言，该公司似乎很昂贵，但当我们考虑 PLTR 的增长前景时，股票仍然可能是一项相当不错的投资。</li></ul><p class=\"t-img-caption\"><span>斯科特奥尔森/盖蒂图片社新闻</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> Palantir Technologies (PLTR) remains a highly exciting, fast-growing tech company that continues to trade at an expensive valuation. The recent contract with the US Army shows, again, that its proprietary solutions are in a class of their own and that Palantir Technologies is very entrenched in government bodies, which should allow the company to deliver strong growth for many years. Palantir Technologies is not a low-risk pick, but I do believe that, in the long run, investors could see sizeable gains from this stock.</p><p><blockquote>Palantir Technologies (PLTR) 仍然是一家非常令人兴奋、快速发展的科技公司，继续以昂贵的估值进行交易。最近与美国陆军签订的合同再次表明，其专有解决方案是独一无二的，而且 Palantir Technologies 在政府机构中根深蒂固，这应该使该公司能够在未来多年实现强劲增长。Palantir Technologies 并不是一个低风险的选择，但我确实相信，从长远来看，投资者可以从这只股票中获得可观的收益。</blockquote></p><p> <b>Palantir &amp; US Army Contract</b></p><p><blockquote><b>Palantir 与美国陆军合同</b></blockquote></p><p> In early October, Palantir Technologies announced that it was selected by the US Army for a contract worth&nbsp;$823 million&nbsp;that will see the company deliver the Army Intelligence data fabric and analytics foundation for the&nbsp;<i>Capability Drop 2</i>&nbsp;(CD-2) program.</p><p><blockquote>10 月初，Palantir Technologies 宣布被美国陆军选中，签订一份价值 8.23 亿美元的合同，该公司将为美国陆军提供陆军情报数据结构和分析基础。<i>能力下降2</i>(CD-2)方案。</blockquote></p><p> For a company like Palantir, which generates revenue of around $1.5 billion a year right now, an $800+ million contract is huge, of course, but it should be noted that this contract will not see Palantir capture all of that revenue in a short period of time. On top of that, not necessarily all of that revenue will go to Palantir Technologies, as other vendors, e.g., for hardware, might take some share of the contract as well. A more bearish analyst&nbsp;noted&nbsp;that the administration has requested around $100 million for that contract in fiscal 2022, suggesting that it will take several years for Palantir to capture all of the revenue from that contract.</p><p><blockquote>对于像Palantir这样目前每年产生约15亿美元收入的公司来说，一份8亿多美元的合同当然是巨大的，但应该注意的是，这份合同不会让Palantir在短时间内获得所有收入。最重要的是，不一定所有的收入都会流向Palantir Technologies，因为其他供应商，例如硬件供应商，也可能从合同中分得一部分份额。一位更为悲观的分析师指出，政府已要求在 2022 财年为该合同拨款约 1 亿美元，这表明 Palantir 需要几年时间才能从该合同中获得所有收入。</blockquote></p><p> Still, this contract is a major positive, I believe, due to several reasons. First, the decision by the US Army to award the contract to Palantir Technologies suggests that Palantir remains a forerunner on a tech basis in the defense space, despite some analysts and commenters believing that Palantir's offering/services are very commoditized. If that were the case, the contract would likely have gone to a different company that sells its services and products at lower prices - remember that Palantir demands gross margins north of 70% on a company-wide basis. Customers would not be willing to pay that much for a commoditized product that could be supplied by anyone.</p><p><blockquote>尽管如此，我认为这份合同是一个重大的积极因素，原因有几个。首先，美国陆军将合同授予Palantir Technologies的决定表明，Palantir仍然是国防领域技术基础的先驱，尽管一些分析师和评论员认为Palantir的产品/服务非常商品化。如果是这样的话，合同可能会授予另一家以较低价格销售其服务和产品的公司——请记住，Palantir 要求全公司毛利率超过 70%。顾客不会愿意为任何人都可以提供的商品化产品支付那么多钱。</blockquote></p><p> The contract award by the US Army for such a large single contract also indicates that officials see Palantir as capable of delivering on large-scale contracts, despite the fact that Palantir Technologies is, by revenue and employer count, not a very large company today. Officials seem to believe that Palantir is able to execute well on these contracts, which, in turn, suggests that Palantir should have a good chance of getting other contracts of a similar size in the future.</p><p><blockquote>美国陆军授予如此大的单一合同也表明，官员们认为 Palantir 有能力交付大规模合同，尽管就收入和雇主而言，Palantir Technologies 目前并不是一家非常大的公司。官员们似乎相信 Palantir 能够很好地执行这些合同，这反过来又表明 Palantir 未来应该有很好的机会获得其他类似规模的合同。</blockquote></p><p> Palantir's strong position in the defense space versus possible competitors is also indicated by the fact that Palantir Technologies is one of just four companies with a level 5 (IL-5) Department of Defense SaaS approval:</p><p><blockquote>Palantir Technologies 是仅有的四家获得国防部 5 级 (IL-5) SaaS 批准的公司之一，这一事实也表明了 Palantir 在国防领域相对于潜在竞争对手的强势地位：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9381e77c84c44423e48d0947838946a3\" tg-width=\"1273\" tg-height=\"841\" width=\"100%\" height=\"auto\"><span>Source: Palantir</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir</span></p></blockquote></p><p> This alone gives Palantir a major edge versus competitors that are not approved for services this critical. Once Palantir moves to IL-6 approval - at which point the company could also handle DoD classified information - Palantir's moat versus competitors should grow further. Palantir's management believes that this will happen in the foreseeable future and that Palantir will likely be the first company to receive IL-6 approval overall. The defense market could be a huge market opportunity for Palantir Technologies over the next couple of years:</p><p><blockquote>仅此一点就给了 Palantir 相对于未获得如此关键服务批准的竞争对手的主要优势。一旦 Palantir 获得 IL-6 批准（届时该公司还可以处理国防部机密信息），Palantir 相对于竞争对手的护城河应该会进一步扩大。Palantir 管理层相信，这将在可预见的未来发生，并且 Palantir 可能会成为第一家获得 IL-6 整体批准的公司。未来几年，国防市场可能是 Palantir Technologies 的巨大市场机会：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63c9bdfc460b29e6a19e05ad9f2b1278\" tg-width=\"640\" tg-height=\"397\" width=\"100%\" height=\"auto\"><span>Source: nscai.gov (page 67 of full report)</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：nscai.gov（报告全文第67页）</span></p></blockquote></p><p></p><p> The National Security Commission on Artificial Intelligence forecasts that AI R&amp;D investments will grow to close to $80 billion by 2030. Palantir Technologies will not be able to address all of that market, as this does include hardware, implementation, etc., but even a couple of percentage points of market share would turn into a $1+ billion a year business. Considering that defense is just one of many markets Palantir Technologies is able to address, this seems highly encouraging - especially when we consider that Palantir is doing around $1.5 billion in revenue this year across all markets the company is active in.</p><p><blockquote>美国国家人工智能安全委员会预测，到2030年，人工智能R&amp;D投资将增长到接近800亿美元。Palantir Technologies将无法解决所有这些市场，因为这包括硬件、实施等。，但即使是几个百分点的市场份额也会变成每年10多亿美元的业务。考虑到国防只是 Palantir Technologies 能够解决的众多市场之一，这似乎非常令人鼓舞 - 特别是当我们考虑到 Palantir 今年在该公司活跃的所有市场的收入约为 15 亿美元时。</blockquote></p><p> Palantir Technologies has, thanks to other contracts with military customers, proven that the US Army contract was not an outlier. Instead, Palantir seems to work well with defense customers, which is why the company gets chosen for new contracts again and again - even by the US&nbsp;Space Force.</p><p><blockquote>由于与军事客户的其他合同，Palantir Technologies 已经证明美国陆军合同并不是一个例外。相反，Palantir 似乎与国防客户合作良好，这就是为什么该公司一次又一次地被选中签订新合同——甚至被美国太空军选中。</blockquote></p><p> <b>PLTR Stock Forecast</b></p><p><blockquote><b>PLTR 库存预测</b></blockquote></p><p> Palantir's management believes that the company will be the most important software player in the world one day, and even though I believe that this is far from guaranteed, I do believe that Palantir has massive growth potential for many years to come. Its solutions could have a huge impact in commerce as well as in the military and security fields. Thanks to close relations with customers (as laid out above), a proven track record, and strong talent - which is why stock-based compensation is so high, as that talent is expensive - Palantir should be able to deliver huge revenue growth throughout the 2020s.</p><p><blockquote>Palantir 的管理层相信，该公司有一天将成为世界上最重要的软件公司，尽管我认为这还远不能保证，但我确实相信 Palantir 在未来许多年里具有巨大的增长潜力。它的解决方案可能会对商业以及军事和安全领域产生巨大影响。得益于与客户的密切关系（如上所述）、良好的业绩记录和强大的人才（这就是为什么基于股票的薪酬如此之高，因为这种人才是昂贵的），Palantir 应该能够在整个 2020 年代实现巨大的收入增长。</blockquote></p><p> Management believes that revenue in 2024 will come in around $4 billion, and that aligns pretty well with&nbsp;analyst estimates. During its four quarters as a publicly traded company, Palantir has beaten analyst estimates on both lines four times, thus the company is establishing a pretty clear track record of outperforming expectations. It is, of course, not guaranteed that this will happen in the future, too, but I do believe that there is a pretty solid chance that Palantir could generate more than $4 billion in revenue in 2024. Let's still go with the $4 billion estimate and assume that revenue grows by 30% for the following three years, and by 25% between 2028 and 2030. If that were to happen, then Palantir would generate revenue of $17 billion in 2030, which would pencil out to a ~11x increase in nine years. What could a company with $17 billion in annual sales and 25% revenue growth be valued at?</p><p><blockquote>管理层认为 2024 年收入将达到 40 亿美元左右，这与分析师的预期非常一致。在作为一家上市公司的四个季度中，Palantir 在两条线上都四次超出了分析师的预期，因此该公司正在建立一个非常清晰的业绩超出预期的记录。当然，不能保证未来也会发生这种情况，但我确实相信 Palantir 很有可能在 2024 年产生超过 40 亿美元的收入。让我们仍然采用 40 亿美元的估计，并假设未来三年收入增长 30%，2028 年至 2030 年间增长 25%。如果发生这种情况，那么 Palantir 将在 2030 年产生 170 亿美元的收入，这将在 9 年内增长约 11 倍。一家年销售额为 170 亿美元、收入增长 25% 的公司的估值是多少？</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52c4b159657eb14f408b680d91dd91ca\" tg-width=\"635\" tg-height=\"515\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Major software players such as Microsoft (MSFT), Salesforce.com (CRM), and Adobe (ADBE) are growing by 15%-25% right now, and trade for 11x to 19x this year's sales today. Considering that Palantir does, in our scenario, grow a little faster than these three companies, a 15x sales multiple does not seem outrageous at all, I believe. Based on estimated sales of $17 billion, this gets us to a market capitalization of $255 billion nine years from now, or roughly 5.3x as much as today's market capitalization of $48 billion. This does, however, not mean that PLTR will see its shares climb by 430%, as we also have to consider the company's share count, which has been rising and which will likely continue to rise. It is hard to forecast where exactly the share count will stand nine years from now, as we don't know the trajectory of future share-based compensation and since PLTR might start to repurchase shares in the future. If we assume that the share count rises by 100 million a year (the share count has risen by 80 million shares over the last year, per YCharts), that pencils out to a share count of ~2.9 billion in 2030. Based on an expected market capitalization of $255 billion, this gets us to a share price of around $90 - or roughly 3.5x as much as today. In other words, if this scenario comes true, investors will generate a 9-year return of around 250%, or roughly 15% a year. That is not as outstanding as the returns one would have gotten when one held AMZN(AMZN)over the last nine years, for example, but an annual return in the ballpark of 15% is still highly attractive, I believe.</p><p><blockquote>微软 (MSFT)、Salesforce.com (CRM) 和 Adobe (ADBE) 等主要软件公司目前的销售额增长了 15%-25%，目前的交易额是今年销售额的 11 倍至 19 倍。考虑到在我们的场景中，Palantir 的增长速度确实比这三家公司快一点，我认为 15 倍的销售倍数似乎一点也不离谱。根据 170 亿美元的估计销售额，九年后我们的市值将达到 2550 亿美元，大约是今天 480 亿美元市值的 5.3 倍。然而，这并不意味着 PLTR 的股价将上涨 430%，因为我们还必须考虑该公司的股数，该公司的股数一直在上升，并且可能会继续上升。很难准确预测九年后的股票数量将处于什么位置，因为我们不知道未来基于股票的薪酬的轨迹，而且 PLTR 可能会在未来开始回购股票。如果我们假设股票数量每年增加 1 亿股（根据 YCharts 的数据，去年股票数量增加了 8000 万股），那么到 2030 年，股票数量约为 29 亿股。基于 2550 亿美元的预期市值，这使得我们的股价约为 90 美元，大约是今天的 3.5 倍。换句话说，如果这种情况成真，投资者将获得约 250% 的 9 年回报率，即每年约 15%。例如，这并不像过去九年持有 AMZN (AMZN) 所获得的回报那么出色，但我相信 15% 左右的年回报率仍然非常有吸引力。</blockquote></p><p> One can, of course, argue that this scenario is not realistic and that the growth rate should be higher or lower, or that the sales multiple in 2030 should be different. Still, I believe that this is a solid base case scenario that<i>might</i>be on the conservative side, considering Palantir Technologies' large potential across many different industries.</p><p><blockquote>当然，有人可能会说这种情况不现实，增长率应该更高或更低，或者2030年的销售倍数应该不同。尽管如此，我相信这是一个坚实的基本情况<i>可能</i>考虑到 Palantir Technologies 在许多不同行业的巨大潜力，请采取保守的立场。</blockquote></p><p> <b>PLTR Stock: Is Now A Good Time To Buy Or Sell?</b></p><p><blockquote><b>PLTR 股票：现在是买入还是卖出的好时机？</b></blockquote></p><p></p><p> Palantir is a very different stock compared to what I mostly cover, and what I primarily invest in. At current prices, PLTR looks quite expensive at first sight, trading at ~150x forward earnings. The company, however, offers massive growth potential, attractive fundamentals, and has a huge moat that could grow further once PLTR is IL-6 DoD approved.</p><p><blockquote>与我主要涵盖的股票和我主要投资的股票相比，Palantir 是一只非常不同的股票。按当前价格计算，PLTR 乍一看相当昂贵，交易价格约为远期市盈率的 150 倍。然而，该公司提供了巨大的增长潜力、有吸引力的基本面，并且拥有巨大的护城河，一旦 PLTR 获得 IL-6 国防部批准，该护城河可能会进一步增长。</blockquote></p><p> Palantir is not a low-risk stock, as the company is, like other high-growth stocks trading at high valuations, vulnerable to interest rate movements. On top of that, profitability has not been proven on a lasting basis yet, and we don't know the trajectory of share-based compensation expenses.</p><p><blockquote>Palantir 不是一只低风险股票，因为该公司与其他以高估值交易的高增长股票一样，容易受到利率变动的影响。最重要的是，盈利能力尚未得到持久证明，我们也不知道基于股票的薪酬支出的轨迹。</blockquote></p><p> Nevertheless, I believe that Palantir is a high-growth company that could deliver double-digit total returns in the long run, and due to a huge and fast-growing addressable market and a wide moat, I am willing to invest in this company - unlike many other highly-valued growth companies that I deem unattractive. Whether Palantir Technologies is a good fit for your portfolio depends on your individual goals and risk tolerance, of course, but I wouldn't be surprised to see PLTR rise at least three-fold by the end of the decade.</p><p><blockquote>尽管如此，我相信 Palantir 是一家高增长公司，从长远来看可以提供两位数的总回报，并且由于其庞大且快速增长的潜在市场和宽阔的护城河，我愿意投资这家公司——不像许多其他我认为没有吸引力的高估值成长型公司。当然，Palantir Technologies 是否适合您的投资组合取决于您的个人目标和风险承受能力，但如果看到 PLTR 在本十年末至少增长两倍，我不会感到惊讶。</blockquote></p><p> <b>Is This an Income Stream Which Induces Fear?</b></p><p><blockquote><b>这是一种引发恐惧的收入流吗？</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/6a958be03c050d5cdb47e6524217c231\" tg-width=\"542\" tg-height=\"324\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The primary goal of the&nbsp;Cash Flow Kingdom Income Portfolio&nbsp;is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent.</p><p><blockquote>现金流王国收入投资组合的主要目标是产生7%-10%范围内的整体收益率。我们通过结合几种不同的收入流来形成有吸引力的、稳定的投资组合支出来实现这一目标。投资组合的价格可能会波动，但收入流保持一致。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4461220-palantir-stock-price-prediction\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4461220-palantir-stock-price-prediction","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177255738","content_text":"Summary\n\nPalantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.\nPLTR is one of just four IL-5 DoD-certified companies and is moving to IL-6, which should increase its moat further.\nThe company is seemingly expensive on a profit basis, but when we consider PLTR's growth outlook, shares could be a pretty good investment, nevertheless.\n\nScott Olson/Getty Images News\nArticle Thesis\nPalantir Technologies (PLTR) remains a highly exciting, fast-growing tech company that continues to trade at an expensive valuation. The recent contract with the US Army shows, again, that its proprietary solutions are in a class of their own and that Palantir Technologies is very entrenched in government bodies, which should allow the company to deliver strong growth for many years. Palantir Technologies is not a low-risk pick, but I do believe that, in the long run, investors could see sizeable gains from this stock.\nPalantir & US Army Contract\nIn early October, Palantir Technologies announced that it was selected by the US Army for a contract worth $823 million that will see the company deliver the Army Intelligence data fabric and analytics foundation for the Capability Drop 2 (CD-2) program.\nFor a company like Palantir, which generates revenue of around $1.5 billion a year right now, an $800+ million contract is huge, of course, but it should be noted that this contract will not see Palantir capture all of that revenue in a short period of time. On top of that, not necessarily all of that revenue will go to Palantir Technologies, as other vendors, e.g., for hardware, might take some share of the contract as well. A more bearish analyst noted that the administration has requested around $100 million for that contract in fiscal 2022, suggesting that it will take several years for Palantir to capture all of the revenue from that contract.\nStill, this contract is a major positive, I believe, due to several reasons. First, the decision by the US Army to award the contract to Palantir Technologies suggests that Palantir remains a forerunner on a tech basis in the defense space, despite some analysts and commenters believing that Palantir's offering/services are very commoditized. If that were the case, the contract would likely have gone to a different company that sells its services and products at lower prices - remember that Palantir demands gross margins north of 70% on a company-wide basis. Customers would not be willing to pay that much for a commoditized product that could be supplied by anyone.\nThe contract award by the US Army for such a large single contract also indicates that officials see Palantir as capable of delivering on large-scale contracts, despite the fact that Palantir Technologies is, by revenue and employer count, not a very large company today. Officials seem to believe that Palantir is able to execute well on these contracts, which, in turn, suggests that Palantir should have a good chance of getting other contracts of a similar size in the future.\nPalantir's strong position in the defense space versus possible competitors is also indicated by the fact that Palantir Technologies is one of just four companies with a level 5 (IL-5) Department of Defense SaaS approval:\nSource: Palantir\nThis alone gives Palantir a major edge versus competitors that are not approved for services this critical. Once Palantir moves to IL-6 approval - at which point the company could also handle DoD classified information - Palantir's moat versus competitors should grow further. Palantir's management believes that this will happen in the foreseeable future and that Palantir will likely be the first company to receive IL-6 approval overall. The defense market could be a huge market opportunity for Palantir Technologies over the next couple of years:\nSource: nscai.gov (page 67 of full report)\nThe National Security Commission on Artificial Intelligence forecasts that AI R&D investments will grow to close to $80 billion by 2030. Palantir Technologies will not be able to address all of that market, as this does include hardware, implementation, etc., but even a couple of percentage points of market share would turn into a $1+ billion a year business. Considering that defense is just one of many markets Palantir Technologies is able to address, this seems highly encouraging - especially when we consider that Palantir is doing around $1.5 billion in revenue this year across all markets the company is active in.\nPalantir Technologies has, thanks to other contracts with military customers, proven that the US Army contract was not an outlier. Instead, Palantir seems to work well with defense customers, which is why the company gets chosen for new contracts again and again - even by the US Space Force.\nPLTR Stock Forecast\nPalantir's management believes that the company will be the most important software player in the world one day, and even though I believe that this is far from guaranteed, I do believe that Palantir has massive growth potential for many years to come. Its solutions could have a huge impact in commerce as well as in the military and security fields. Thanks to close relations with customers (as laid out above), a proven track record, and strong talent - which is why stock-based compensation is so high, as that talent is expensive - Palantir should be able to deliver huge revenue growth throughout the 2020s.\nManagement believes that revenue in 2024 will come in around $4 billion, and that aligns pretty well with analyst estimates. During its four quarters as a publicly traded company, Palantir has beaten analyst estimates on both lines four times, thus the company is establishing a pretty clear track record of outperforming expectations. It is, of course, not guaranteed that this will happen in the future, too, but I do believe that there is a pretty solid chance that Palantir could generate more than $4 billion in revenue in 2024. Let's still go with the $4 billion estimate and assume that revenue grows by 30% for the following three years, and by 25% between 2028 and 2030. If that were to happen, then Palantir would generate revenue of $17 billion in 2030, which would pencil out to a ~11x increase in nine years. What could a company with $17 billion in annual sales and 25% revenue growth be valued at?\nData by YCharts\nMajor software players such as Microsoft (MSFT), Salesforce.com (CRM), and Adobe (ADBE) are growing by 15%-25% right now, and trade for 11x to 19x this year's sales today. Considering that Palantir does, in our scenario, grow a little faster than these three companies, a 15x sales multiple does not seem outrageous at all, I believe. Based on estimated sales of $17 billion, this gets us to a market capitalization of $255 billion nine years from now, or roughly 5.3x as much as today's market capitalization of $48 billion. This does, however, not mean that PLTR will see its shares climb by 430%, as we also have to consider the company's share count, which has been rising and which will likely continue to rise. It is hard to forecast where exactly the share count will stand nine years from now, as we don't know the trajectory of future share-based compensation and since PLTR might start to repurchase shares in the future. If we assume that the share count rises by 100 million a year (the share count has risen by 80 million shares over the last year, per YCharts), that pencils out to a share count of ~2.9 billion in 2030. Based on an expected market capitalization of $255 billion, this gets us to a share price of around $90 - or roughly 3.5x as much as today. In other words, if this scenario comes true, investors will generate a 9-year return of around 250%, or roughly 15% a year. That is not as outstanding as the returns one would have gotten when one held AMZN(AMZN)over the last nine years, for example, but an annual return in the ballpark of 15% is still highly attractive, I believe.\nOne can, of course, argue that this scenario is not realistic and that the growth rate should be higher or lower, or that the sales multiple in 2030 should be different. Still, I believe that this is a solid base case scenario thatmightbe on the conservative side, considering Palantir Technologies' large potential across many different industries.\nPLTR Stock: Is Now A Good Time To Buy Or Sell?\nPalantir is a very different stock compared to what I mostly cover, and what I primarily invest in. At current prices, PLTR looks quite expensive at first sight, trading at ~150x forward earnings. The company, however, offers massive growth potential, attractive fundamentals, and has a huge moat that could grow further once PLTR is IL-6 DoD approved.\nPalantir is not a low-risk stock, as the company is, like other high-growth stocks trading at high valuations, vulnerable to interest rate movements. On top of that, profitability has not been proven on a lasting basis yet, and we don't know the trajectory of share-based compensation expenses.\nNevertheless, I believe that Palantir is a high-growth company that could deliver double-digit total returns in the long run, and due to a huge and fast-growing addressable market and a wide moat, I am willing to invest in this company - unlike many other highly-valued growth companies that I deem unattractive. Whether Palantir Technologies is a good fit for your portfolio depends on your individual goals and risk tolerance, of course, but I wouldn't be surprised to see PLTR rise at least three-fold by the end of the decade.\nIs This an Income Stream Which Induces Fear?\n\nThe primary goal of the Cash Flow Kingdom Income Portfolio is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":5531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858043197,"gmtCreate":1634956300749,"gmtModify":1634956300749,"author":{"id":"3577464386301571","authorId":"3577464386301571","name":"kelvinseech","avatar":"https://static.tigerbbs.com/fa4b33df37044967fd669e37ffd98983","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577464386301571","idStr":"3577464386301571"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/858043197","repostId":"2177412634","repostType":4,"repost":{"id":"2177412634","kind":"highlight","pubTimestamp":1634950352,"share":"https://www.laohunote.com/m/news/2177412634?lang=zh_CN&edition=full","pubTime":"2021-10-23 08:52","market":"us","language":"en","title":"Apple faces supply-chain issues, but can its buying power keep earnings on track?<blockquote>苹果面临供应链问题，但其购买力能否保持盈利步入正轨？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2177412634","media":"MarketWatch","summary":"Apple earnings preview: Most valuable U.S. company faces same issues as other hardware makers, but i","content":"<p>Apple earnings preview: Most valuable U.S. company faces same issues as other hardware makers, but its status could help it withstand better than others</p><p><blockquote>苹果盈利预览：最有价值的美国公司面临着与其他硬件制造商相同的问题，但其地位可以帮助其比其他公司更好地承受</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a08f140d530f27e3d8519546232232f8\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Apple Inc. is scheduled to release its quarterly earnings report on Thursday afternoon.</span></p><p><blockquote><p class=\"t-img-caption\"><span>苹果公司定于周四下午发布季度收益报告。</span></p></blockquote></p><p> As supply constraints hit nearly every market, how much does the buying power of a $2.5 trillion electronics giant help?</p><p><blockquote>随着供应限制袭击几乎每个市场，一个2.5万亿美元的电子巨头的购买力有多大帮助？</blockquote></p><p> Investors are about to find out as Apple Inc.&nbsp;gears up for its Thursday afternoon earnings report. The company warned three months back that it expected greater impacts from supply-chain issues in the September quarter than it saw in the June quarter, but the global crunch appears to have intensified since Apple last faced investors -- a recent Bloomberg News report indicated that Apple was planning to cut its iPhone 13 production targets for the year due to component shortages.</p><p><blockquote>随着苹果公司为周四下午的收益报告做准备，投资者即将找到答案。该公司三个月前警告称，预计 9 月份季度供应链问题的影响将比 6 月份季度更大，但自苹果上次面对投资者以来，全球危机似乎有所加剧——彭博新闻社最近的一篇报道表明，由于零部件短缺，苹果计划削减今年 iPhone 13 的生产目标。</blockquote></p><p> In perhaps a sign of its confidence, Apple plowed ahead with numerous device launches in the past two months. The company held its traditional September iPhone launch event, which also featured Apple Watch and iPad introductions, and then it unveiled new MacBook Pros and AirPods a month later.</p><p><blockquote>苹果在过去两个月里推出了众多设备，这或许是其信心的表现。该公司举行了传统的9月份iPhone发布会，其中还介绍了苹果手表和iPad，一个月后又推出了新款MacBook Pros和AirPods。</blockquote></p><p> Potential supply constraints threaten to muddy an already uneventful iPhone launch and come at a crucial time for Apple as it heads into the holiday season. Even in less dramatic times for the global consumer-electronics industry, Apple has sometimes struggled to meet holiday-quarter demand for popular gift-giving items like its AirPods.</p><p><blockquote>潜在的供应限制可能会破坏本已平淡无奇的 iPhone 发布，并且正值苹果进入假期的关键时刻。即使在全球消费电子行业不那么戏剧性的时期，苹果有时也难以满足假日季度对 AirPods 等热门礼品的需求。</blockquote></p><p> Still, one analyst saw a potential positive for Apple amid the global disruption. If the company indeed faces component shortages that will impact its ability to get devices to consumers, its rivals could be feeling the crunch even more deeply, according to <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>'s Katy Huberty. Apple gets \"preferential treatment\" from its suppliers in tight situations, she argued, positioning it potentially to win market share during this stretch.</p><p><blockquote>尽管如此，一位分析师认为，在全球混乱的情况下，苹果可能会受到积极影响。据该公司称，如果该公司确实面临零部件短缺，从而影响其向消费者提供设备的能力，其竞争对手可能会更加深刻地感受到这种紧缩<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>是凯蒂·休伯蒂。她认为，在紧张的情况下，苹果会从供应商那里获得“优惠待遇”，这使其有可能在此期间赢得市场份额。</blockquote></p><p> D.A. Davidson analyst Tom Forte wrote that he was \"heartened\" to see relatively quick lead times for the products Apple announced in October. He'll be monitoring for the revenue and profit impacts of supply issues on Apple's earnings call.</p><p><blockquote>地方检察官Davidson 分析师 Tom Forte 写道，他“很高兴”看到苹果 10 月份宣布的产品相对较快的交货时间。他将监测供应问题对苹果盈利看涨期权的收入和利润的影响。</blockquote></p><p> HP Inc., one of those Apple rivals, painted a mixed picture recently as executives called out continued strong demand for the company's personal computers but noted that they expect shortages to persist into next year. The company faces a growing backlog.</p><p><blockquote>苹果的竞争对手之一惠普公司（HP Inc.）最近描绘了一幅喜忧参半的画面，高管们称该公司个人电脑的需求持续强劲，但指出他们预计短缺将持续到明年。该公司面临着不断增长的积压订单。</blockquote></p><p> It has been more than a year since Apple last issued a traditional financial outlook along with its earnings report, and it's unlikely that the company will go back to its old guidance-giving ways amid uncertainty about supply dynamics. Still, investors will be looking for some signals of how the latest iPhone line has performed in its first few weeks of availability as well as for broader indications of Apple's ability to manage supply-chain disruptions in the months ahead.</p><p><blockquote>距离苹果上次发布传统财务展望和收益报告已经过去一年多了，在供应动态的不确定性下，该公司不太可能回到旧的指导方式。尽管如此，投资者仍将寻找最新 iPhone 产品线在上市头几周表现的一些信号，以及苹果未来几个月管理供应链中断能力的更广泛迹象。</blockquote></p><p> <b>What to watch for</b></p><p><blockquote><b>注意什么</b></blockquote></p><p> <b>Earnings: </b>Analysts tracked by FactSet expect that Apple earned $1.24 a share in its fiscal fourth quarter, up from 73 cents a share in the year-earlier period. According to Estimize, which crowdsources projections from hedge funds, academics and others, the average earnings estimate calls for $1.33 a share.</p><p><blockquote><b>收益：</b>FactSet 追踪的分析师预计，苹果第四财季每股收益为 1.24 美元，高于去年同期的每股 73 美分。根据众包对冲基金、学者和其他人的预测，Estimize 估计评级的平均收益为每股 1.33 美元。</blockquote></p><p> <b>Revenue:</b> The FactSet consensus calls for September-quarter revenue of $84.99 billion, up from $64.7 billion a year prior. The average projection on Estimize is for $87.09 billion.</p><p><blockquote><b>收入：</b>FactSet 共识评级 9 月份季度收入为 849.9 亿美元，高于去年同期的 647 亿美元。Estimize 的平均预测为 870.9 亿美元。</blockquote></p><p> Analysts tracked by FactSet are looking for $41.16 billion in iPhone sales; $7.25 billion in iPad sales; $9.15 billion in Mac sales; $9.40 billion in wearables, home and accessories sales; and $17.70 billion in services revenue.</p><p><blockquote>FactSet 追踪的分析师预计 iPhone 销售额将达到 411.6 亿美元；iPad销售额72.5亿美元；Mac销售额91.5亿美元；可穿戴设备、家居和配件销售额达 94 亿美元；以及 177 亿美元的服务收入。</blockquote></p><p> <b>Stock movement:</b> Apple shares have fallen the day after each of the company's last four earnings reports. Shares have added 12.2% so far this year as the Dow Jones Industrial Average , which counts Apple as a component, has risen 16.6%.</p><p><blockquote><b>股票变动：</b>苹果股价在该公司最近四份收益报告发布后的第二天均下跌。今年迄今为止，股价已上涨 12.2%，道琼斯工业平均指数（包括苹果）已上涨 16.6%。</blockquote></p><p> Analysts remain generally upbeat about Apple's prospects: Of the 43 tracked by FactSet who cover Apple's stock, 32 have buy ratings, nine have hold ratings, and two have sell ratings. The average price target listed is $167.32, which is 12.5% above recent levels.</p><p><blockquote>分析师普遍对苹果的前景保持乐观：FactSet 追踪的 43 家苹果股票评级中，32 家给予买入评级，9 家给予持有评级，2 家给予卖出评级。上市平均目标价为 167.32 美元，比近期水平高出 12.5%。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>.'s (SNAP) pain could be Apple's gain.</p><p><blockquote><a href=\"https://laohu8.com/S/SNAP\">Snap公司</a>SNAP的痛苦可能是苹果的收获。</blockquote></p><p> The smartphone giant has been orienting itself as a champion of privacy, which is hurting social-media companies on Snap that have relied on the ability to track user activity and target advertisements accordingly.</p><p><blockquote>这家智能手机巨头一直将自己定位为隐私的捍卫者，这正在伤害Snap上的社交媒体公司，这些公司依赖于跟踪用户活动并相应地定位广告的能力。</blockquote></p><p></p><p> Users have gradually been upgrading their device operating systems to newer versions of Apple's iOS that allow for the ability to opt out of third-party tracking, and Snap expects a significant impact from the changes. Its shares suffered a record fall after its September-quarter report, suggesting to at least one analyst that Apple may be poised to benefit by appealing to advertisers itself.</p><p><blockquote>用户已经逐渐将他们的设备操作系统升级到苹果iOS的新版本，允许选择退出第三方跟踪，Snap预计这些变化将产生重大影响。9 月份季度报告发布后，其股价创下历史新低，这向至少一位分析师表明，苹果可能会通过吸引广告商本身而受益。</blockquote></p><p> While Apple has clamped down on the ability for third parties to track user activity for marketing purposes, the company is also trying to build out its own advertising business, and Evercore ISI analyst Amit Daryanani wrote that the disruptions felt by Snap could help \"newer players in the market like Apple at the expense of more established competitors,\" though admittedly Apple's measurement tools may not be ideal for some in the ad market.</p><p><blockquote>虽然苹果限制了第三方出于营销目的跟踪用户活动的能力，但该公司也在试图建立自己的广告业务，Evercore ISI 分析师 Amit Daryanani 写道，Snap感受到的干扰可能会帮助“苹果等市场上的新参与者，但牺牲了更成熟的竞争对手的利益”，尽管不可否认，苹果的测量工具对于广告市场的一些人来说可能并不理想。</blockquote></p><p> \"Apple's recent actions may be focused on privacy, but it also creates a very favorable environment as they look to build an advertising business that we think could eventually generate $20 billion in annual revenue,\" he wrote.</p><p><blockquote>“苹果最近的行动可能侧重于隐私，但这也创造了一个非常有利的环境，因为他们希望建立一个我们认为最终可以产生 200 亿美元年收入的广告业务，”他写道。</blockquote></p><p> Advertising sits within Apple's services business, along with the App Store, which has increasingly become an area of contention. Apple takes up to 30% of in-app purchases made through its payment system, and some high-profile developers have asked for an alternate payment option. Following a lawsuit from Epic Games, a federal judge recently ruled that Apple had to allow app developers to link to other payment options, but the company is appealing that decision.</p><p><blockquote>广告与 App Store 一起属于苹果的服务业务，App Store 已日益成为一个争议领域。苹果通过其支付系统接受高达30%的应用内购买，一些知名开发者要求提供替代支付选项。在Epic Games提起诉讼后，一名联邦法官最近裁定，苹果必须允许应用程序开发者链接到其他支付选项，但该公司正在对这一决定提出上诉。</blockquote></p><p> App Store fees are a lucrative part of Apple's business, and the company may face questions during its earnings call about its growing antitrust pressures as well as the financial impacts of possible App Store payment changes.</p><p><blockquote>App Store 费用是苹果业务中利润丰厚的一部分，该公司可能会在财报看涨期权上面临有关其日益增长的反垄断压力以及可能的 App Store 支付变化的财务影响的问题。</blockquote></p><p> \"The injunction could equal a 1% revenue and 4% EPS impact for Apple in 2023 and beyond,\" Jefferies analyst Kyle McNealy wrote last month. \"Any impact will take time and won't be seen until the Jun'22 Q at the earliest,\" he continued, calling the judge's ruling \"largely a win\" for Apple since the judge declined to call the company an illegal monopolist.</p><p><blockquote>杰富瑞分析师 Kyle McNealy 上个月写道：“该禁令可能相当于苹果 2023 年及以后 1% 的收入和 4% 的每股收益影响。”他继续说道：“任何影响都需要时间，最早要到 2022 年 6 月的质询才能看到。”他称法官的裁决对苹果来说“很大程度上是一场胜利”，因为法官拒绝将该公司看涨期权为非法垄断者。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple faces supply-chain issues, but can its buying power keep earnings on track?<blockquote>苹果面临供应链问题，但其购买力能否保持盈利步入正轨？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple faces supply-chain issues, but can its buying power keep earnings on track?<blockquote>苹果面临供应链问题，但其购买力能否保持盈利步入正轨？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-23 08:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple earnings preview: Most valuable U.S. company faces same issues as other hardware makers, but its status could help it withstand better than others</p><p><blockquote>苹果盈利预览：最有价值的美国公司面临着与其他硬件制造商相同的问题，但其地位可以帮助其比其他公司更好地承受</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a08f140d530f27e3d8519546232232f8\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Apple Inc. is scheduled to release its quarterly earnings report on Thursday afternoon.</span></p><p><blockquote><p class=\"t-img-caption\"><span>苹果公司定于周四下午发布季度收益报告。</span></p></blockquote></p><p> As supply constraints hit nearly every market, how much does the buying power of a $2.5 trillion electronics giant help?</p><p><blockquote>随着供应限制袭击几乎每个市场，一个2.5万亿美元的电子巨头的购买力有多大帮助？</blockquote></p><p> Investors are about to find out as Apple Inc.&nbsp;gears up for its Thursday afternoon earnings report. The company warned three months back that it expected greater impacts from supply-chain issues in the September quarter than it saw in the June quarter, but the global crunch appears to have intensified since Apple last faced investors -- a recent Bloomberg News report indicated that Apple was planning to cut its iPhone 13 production targets for the year due to component shortages.</p><p><blockquote>随着苹果公司为周四下午的收益报告做准备，投资者即将找到答案。该公司三个月前警告称，预计 9 月份季度供应链问题的影响将比 6 月份季度更大，但自苹果上次面对投资者以来，全球危机似乎有所加剧——彭博新闻社最近的一篇报道表明，由于零部件短缺，苹果计划削减今年 iPhone 13 的生产目标。</blockquote></p><p> In perhaps a sign of its confidence, Apple plowed ahead with numerous device launches in the past two months. The company held its traditional September iPhone launch event, which also featured Apple Watch and iPad introductions, and then it unveiled new MacBook Pros and AirPods a month later.</p><p><blockquote>苹果在过去两个月里推出了众多设备，这或许是其信心的表现。该公司举行了传统的9月份iPhone发布会，其中还介绍了苹果手表和iPad，一个月后又推出了新款MacBook Pros和AirPods。</blockquote></p><p> Potential supply constraints threaten to muddy an already uneventful iPhone launch and come at a crucial time for Apple as it heads into the holiday season. Even in less dramatic times for the global consumer-electronics industry, Apple has sometimes struggled to meet holiday-quarter demand for popular gift-giving items like its AirPods.</p><p><blockquote>潜在的供应限制可能会破坏本已平淡无奇的 iPhone 发布，并且正值苹果进入假期的关键时刻。即使在全球消费电子行业不那么戏剧性的时期，苹果有时也难以满足假日季度对 AirPods 等热门礼品的需求。</blockquote></p><p> Still, one analyst saw a potential positive for Apple amid the global disruption. If the company indeed faces component shortages that will impact its ability to get devices to consumers, its rivals could be feeling the crunch even more deeply, according to <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>'s Katy Huberty. Apple gets \"preferential treatment\" from its suppliers in tight situations, she argued, positioning it potentially to win market share during this stretch.</p><p><blockquote>尽管如此，一位分析师认为，在全球混乱的情况下，苹果可能会受到积极影响。据该公司称，如果该公司确实面临零部件短缺，从而影响其向消费者提供设备的能力，其竞争对手可能会更加深刻地感受到这种紧缩<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>是凯蒂·休伯蒂。她认为，在紧张的情况下，苹果会从供应商那里获得“优惠待遇”，这使其有可能在此期间赢得市场份额。</blockquote></p><p> D.A. Davidson analyst Tom Forte wrote that he was \"heartened\" to see relatively quick lead times for the products Apple announced in October. He'll be monitoring for the revenue and profit impacts of supply issues on Apple's earnings call.</p><p><blockquote>地方检察官Davidson 分析师 Tom Forte 写道，他“很高兴”看到苹果 10 月份宣布的产品相对较快的交货时间。他将监测供应问题对苹果盈利看涨期权的收入和利润的影响。</blockquote></p><p> HP Inc., one of those Apple rivals, painted a mixed picture recently as executives called out continued strong demand for the company's personal computers but noted that they expect shortages to persist into next year. The company faces a growing backlog.</p><p><blockquote>苹果的竞争对手之一惠普公司（HP Inc.）最近描绘了一幅喜忧参半的画面，高管们称该公司个人电脑的需求持续强劲，但指出他们预计短缺将持续到明年。该公司面临着不断增长的积压订单。</blockquote></p><p> It has been more than a year since Apple last issued a traditional financial outlook along with its earnings report, and it's unlikely that the company will go back to its old guidance-giving ways amid uncertainty about supply dynamics. Still, investors will be looking for some signals of how the latest iPhone line has performed in its first few weeks of availability as well as for broader indications of Apple's ability to manage supply-chain disruptions in the months ahead.</p><p><blockquote>距离苹果上次发布传统财务展望和收益报告已经过去一年多了，在供应动态的不确定性下，该公司不太可能回到旧的指导方式。尽管如此，投资者仍将寻找最新 iPhone 产品线在上市头几周表现的一些信号，以及苹果未来几个月管理供应链中断能力的更广泛迹象。</blockquote></p><p> <b>What to watch for</b></p><p><blockquote><b>注意什么</b></blockquote></p><p> <b>Earnings: </b>Analysts tracked by FactSet expect that Apple earned $1.24 a share in its fiscal fourth quarter, up from 73 cents a share in the year-earlier period. According to Estimize, which crowdsources projections from hedge funds, academics and others, the average earnings estimate calls for $1.33 a share.</p><p><blockquote><b>收益：</b>FactSet 追踪的分析师预计，苹果第四财季每股收益为 1.24 美元，高于去年同期的每股 73 美分。根据众包对冲基金、学者和其他人的预测，Estimize 估计评级的平均收益为每股 1.33 美元。</blockquote></p><p> <b>Revenue:</b> The FactSet consensus calls for September-quarter revenue of $84.99 billion, up from $64.7 billion a year prior. The average projection on Estimize is for $87.09 billion.</p><p><blockquote><b>收入：</b>FactSet 共识评级 9 月份季度收入为 849.9 亿美元，高于去年同期的 647 亿美元。Estimize 的平均预测为 870.9 亿美元。</blockquote></p><p> Analysts tracked by FactSet are looking for $41.16 billion in iPhone sales; $7.25 billion in iPad sales; $9.15 billion in Mac sales; $9.40 billion in wearables, home and accessories sales; and $17.70 billion in services revenue.</p><p><blockquote>FactSet 追踪的分析师预计 iPhone 销售额将达到 411.6 亿美元；iPad销售额72.5亿美元；Mac销售额91.5亿美元；可穿戴设备、家居和配件销售额达 94 亿美元；以及 177 亿美元的服务收入。</blockquote></p><p> <b>Stock movement:</b> Apple shares have fallen the day after each of the company's last four earnings reports. Shares have added 12.2% so far this year as the Dow Jones Industrial Average , which counts Apple as a component, has risen 16.6%.</p><p><blockquote><b>股票变动：</b>苹果股价在该公司最近四份收益报告发布后的第二天均下跌。今年迄今为止，股价已上涨 12.2%，道琼斯工业平均指数（包括苹果）已上涨 16.6%。</blockquote></p><p> Analysts remain generally upbeat about Apple's prospects: Of the 43 tracked by FactSet who cover Apple's stock, 32 have buy ratings, nine have hold ratings, and two have sell ratings. The average price target listed is $167.32, which is 12.5% above recent levels.</p><p><blockquote>分析师普遍对苹果的前景保持乐观：FactSet 追踪的 43 家苹果股票评级中，32 家给予买入评级，9 家给予持有评级，2 家给予卖出评级。上市平均目标价为 167.32 美元，比近期水平高出 12.5%。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>.'s (SNAP) pain could be Apple's gain.</p><p><blockquote><a href=\"https://laohu8.com/S/SNAP\">Snap公司</a>SNAP的痛苦可能是苹果的收获。</blockquote></p><p> The smartphone giant has been orienting itself as a champion of privacy, which is hurting social-media companies on Snap that have relied on the ability to track user activity and target advertisements accordingly.</p><p><blockquote>这家智能手机巨头一直将自己定位为隐私的捍卫者，这正在伤害Snap上的社交媒体公司，这些公司依赖于跟踪用户活动并相应地定位广告的能力。</blockquote></p><p></p><p> Users have gradually been upgrading their device operating systems to newer versions of Apple's iOS that allow for the ability to opt out of third-party tracking, and Snap expects a significant impact from the changes. Its shares suffered a record fall after its September-quarter report, suggesting to at least one analyst that Apple may be poised to benefit by appealing to advertisers itself.</p><p><blockquote>用户已经逐渐将他们的设备操作系统升级到苹果iOS的新版本，允许选择退出第三方跟踪，Snap预计这些变化将产生重大影响。9 月份季度报告发布后，其股价创下历史新低，这向至少一位分析师表明，苹果可能会通过吸引广告商本身而受益。</blockquote></p><p> While Apple has clamped down on the ability for third parties to track user activity for marketing purposes, the company is also trying to build out its own advertising business, and Evercore ISI analyst Amit Daryanani wrote that the disruptions felt by Snap could help \"newer players in the market like Apple at the expense of more established competitors,\" though admittedly Apple's measurement tools may not be ideal for some in the ad market.</p><p><blockquote>虽然苹果限制了第三方出于营销目的跟踪用户活动的能力，但该公司也在试图建立自己的广告业务，Evercore ISI 分析师 Amit Daryanani 写道，Snap感受到的干扰可能会帮助“苹果等市场上的新参与者，但牺牲了更成熟的竞争对手的利益”，尽管不可否认，苹果的测量工具对于广告市场的一些人来说可能并不理想。</blockquote></p><p> \"Apple's recent actions may be focused on privacy, but it also creates a very favorable environment as they look to build an advertising business that we think could eventually generate $20 billion in annual revenue,\" he wrote.</p><p><blockquote>“苹果最近的行动可能侧重于隐私，但这也创造了一个非常有利的环境，因为他们希望建立一个我们认为最终可以产生 200 亿美元年收入的广告业务，”他写道。</blockquote></p><p> Advertising sits within Apple's services business, along with the App Store, which has increasingly become an area of contention. Apple takes up to 30% of in-app purchases made through its payment system, and some high-profile developers have asked for an alternate payment option. Following a lawsuit from Epic Games, a federal judge recently ruled that Apple had to allow app developers to link to other payment options, but the company is appealing that decision.</p><p><blockquote>广告与 App Store 一起属于苹果的服务业务，App Store 已日益成为一个争议领域。苹果通过其支付系统接受高达30%的应用内购买，一些知名开发者要求提供替代支付选项。在Epic Games提起诉讼后，一名联邦法官最近裁定，苹果必须允许应用程序开发者链接到其他支付选项，但该公司正在对这一决定提出上诉。</blockquote></p><p> App Store fees are a lucrative part of Apple's business, and the company may face questions during its earnings call about its growing antitrust pressures as well as the financial impacts of possible App Store payment changes.</p><p><blockquote>App Store 费用是苹果业务中利润丰厚的一部分，该公司可能会在财报看涨期权上面临有关其日益增长的反垄断压力以及可能的 App Store 支付变化的财务影响的问题。</blockquote></p><p> \"The injunction could equal a 1% revenue and 4% EPS impact for Apple in 2023 and beyond,\" Jefferies analyst Kyle McNealy wrote last month. \"Any impact will take time and won't be seen until the Jun'22 Q at the earliest,\" he continued, calling the judge's ruling \"largely a win\" for Apple since the judge declined to call the company an illegal monopolist.</p><p><blockquote>杰富瑞分析师 Kyle McNealy 上个月写道：“该禁令可能相当于苹果 2023 年及以后 1% 的收入和 4% 的每股收益影响。”他继续说道：“任何影响都需要时间，最早要到 2022 年 6 月的质询才能看到。”他称法官的裁决对苹果来说“很大程度上是一场胜利”，因为法官拒绝将该公司看涨期权为非法垄断者。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/apple-faces-supply-chain-issues-but-can-its-buying-power-keep-earnings-on-track-11634938762?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.marketwatch.com/story/apple-faces-supply-chain-issues-but-can-its-buying-power-keep-earnings-on-track-11634938762?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177412634","content_text":"Apple earnings preview: Most valuable U.S. company faces same issues as other hardware makers, but its status could help it withstand better than others\nApple Inc. is scheduled to release its quarterly earnings report on Thursday afternoon.\nAs supply constraints hit nearly every market, how much does the buying power of a $2.5 trillion electronics giant help?\nInvestors are about to find out as Apple Inc. gears up for its Thursday afternoon earnings report. The company warned three months back that it expected greater impacts from supply-chain issues in the September quarter than it saw in the June quarter, but the global crunch appears to have intensified since Apple last faced investors -- a recent Bloomberg News report indicated that Apple was planning to cut its iPhone 13 production targets for the year due to component shortages.\nIn perhaps a sign of its confidence, Apple plowed ahead with numerous device launches in the past two months. The company held its traditional September iPhone launch event, which also featured Apple Watch and iPad introductions, and then it unveiled new MacBook Pros and AirPods a month later.\nPotential supply constraints threaten to muddy an already uneventful iPhone launch and come at a crucial time for Apple as it heads into the holiday season. Even in less dramatic times for the global consumer-electronics industry, Apple has sometimes struggled to meet holiday-quarter demand for popular gift-giving items like its AirPods.\nStill, one analyst saw a potential positive for Apple amid the global disruption. If the company indeed faces component shortages that will impact its ability to get devices to consumers, its rivals could be feeling the crunch even more deeply, according to Morgan Stanley's Katy Huberty. Apple gets \"preferential treatment\" from its suppliers in tight situations, she argued, positioning it potentially to win market share during this stretch.\nD.A. Davidson analyst Tom Forte wrote that he was \"heartened\" to see relatively quick lead times for the products Apple announced in October. He'll be monitoring for the revenue and profit impacts of supply issues on Apple's earnings call.\nHP Inc., one of those Apple rivals, painted a mixed picture recently as executives called out continued strong demand for the company's personal computers but noted that they expect shortages to persist into next year. The company faces a growing backlog.\nIt has been more than a year since Apple last issued a traditional financial outlook along with its earnings report, and it's unlikely that the company will go back to its old guidance-giving ways amid uncertainty about supply dynamics. Still, investors will be looking for some signals of how the latest iPhone line has performed in its first few weeks of availability as well as for broader indications of Apple's ability to manage supply-chain disruptions in the months ahead.\nWhat to watch for\nEarnings: Analysts tracked by FactSet expect that Apple earned $1.24 a share in its fiscal fourth quarter, up from 73 cents a share in the year-earlier period. According to Estimize, which crowdsources projections from hedge funds, academics and others, the average earnings estimate calls for $1.33 a share.\nRevenue: The FactSet consensus calls for September-quarter revenue of $84.99 billion, up from $64.7 billion a year prior. The average projection on Estimize is for $87.09 billion.\nAnalysts tracked by FactSet are looking for $41.16 billion in iPhone sales; $7.25 billion in iPad sales; $9.15 billion in Mac sales; $9.40 billion in wearables, home and accessories sales; and $17.70 billion in services revenue.\nStock movement: Apple shares have fallen the day after each of the company's last four earnings reports. Shares have added 12.2% so far this year as the Dow Jones Industrial Average , which counts Apple as a component, has risen 16.6%.\nAnalysts remain generally upbeat about Apple's prospects: Of the 43 tracked by FactSet who cover Apple's stock, 32 have buy ratings, nine have hold ratings, and two have sell ratings. The average price target listed is $167.32, which is 12.5% above recent levels.\nWhat analysts are saying\nSnap Inc.'s (SNAP) pain could be Apple's gain.\nThe smartphone giant has been orienting itself as a champion of privacy, which is hurting social-media companies on Snap that have relied on the ability to track user activity and target advertisements accordingly.\nUsers have gradually been upgrading their device operating systems to newer versions of Apple's iOS that allow for the ability to opt out of third-party tracking, and Snap expects a significant impact from the changes. Its shares suffered a record fall after its September-quarter report, suggesting to at least one analyst that Apple may be poised to benefit by appealing to advertisers itself.\nWhile Apple has clamped down on the ability for third parties to track user activity for marketing purposes, the company is also trying to build out its own advertising business, and Evercore ISI analyst Amit Daryanani wrote that the disruptions felt by Snap could help \"newer players in the market like Apple at the expense of more established competitors,\" though admittedly Apple's measurement tools may not be ideal for some in the ad market.\n\"Apple's recent actions may be focused on privacy, but it also creates a very favorable environment as they look to build an advertising business that we think could eventually generate $20 billion in annual revenue,\" he wrote.\nAdvertising sits within Apple's services business, along with the App Store, which has increasingly become an area of contention. Apple takes up to 30% of in-app purchases made through its payment system, and some high-profile developers have asked for an alternate payment option. Following a lawsuit from Epic Games, a federal judge recently ruled that Apple had to allow app developers to link to other payment options, but the company is appealing that decision.\nApp Store fees are a lucrative part of Apple's business, and the company may face questions during its earnings call about its growing antitrust pressures as well as the financial impacts of possible App Store payment changes.\n\"The injunction could equal a 1% revenue and 4% EPS impact for Apple in 2023 and beyond,\" Jefferies analyst Kyle McNealy wrote last month. \"Any impact will take time and won't be seen until the Jun'22 Q at the earliest,\" he continued, calling the judge's ruling \"largely a win\" for Apple since the judge declined to call the company an illegal monopolist.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":5972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866116424,"gmtCreate":1632746791568,"gmtModify":1632798159161,"author":{"id":"3577464386301571","authorId":"3577464386301571","name":"kelvinseech","avatar":"https://static.tigerbbs.com/fa4b33df37044967fd669e37ffd98983","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577464386301571","idStr":"3577464386301571"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866116424","repostId":"888127324","repostType":1,"repost":{"id":888127324,"gmtCreate":1631460417668,"gmtModify":1784240527745,"author":{"id":"3563421686188310","authorId":"3563421686188310","name":"Hopehope赋予希望","avatar":"https://static.tigerbbs.com/9d9527ab7ac6557b84288abebb9ec540","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563421686188310","idStr":"3563421686188310"},"themes":[],"title":"12 September 2021: Tuya, Global IOT platform... Attention in the wrong way?","htmlText":"Follow Hopehope赋予希望 on youtube if you would like to be updated on various stock analysis.https://youtu.be/YWZVfvlWr0w (Tiger Brokers' 2Q2021 results review and share price analysis)<a target=\"_blank\" href=\"https://laohu8.com/S/TUYA\">$涂鸦智能(TUYA)$</a>&nbsp;I have been tracking Tuya, another chinese stock for awhile for now but have not investigated the business fundamentals and financials. Being another tech company from China, my current equity exposure in Chinese equities is pretty decent size of my portfolio, which explains why I have not done a further research on Tuya. A company that has its initial public offering back in March 2021 at an IPO price of 21 USD, it seems to me that there is certain amount of price movement details for me to think through in the days to come.What comes to","listText":"Follow Hopehope赋予希望 on youtube if you would like to be updated on various stock analysis.https://youtu.be/YWZVfvlWr0w (Tiger Brokers' 2Q2021 results review and share price analysis)<a target=\"_blank\" href=\"https://laohu8.com/S/TUYA\">$涂鸦智能(TUYA)$</a>&nbsp;I have been tracking Tuya, another chinese stock for awhile for now but have not investigated the business fundamentals and financials. Being another tech company from China, my current equity exposure in Chinese equities is pretty decent size of my portfolio, which explains why I have not done a further research on Tuya. A company that has its initial public offering back in March 2021 at an IPO price of 21 USD, it seems to me that there is certain amount of price movement details for me to think through in the days to come.What comes to","text":"Follow Hopehope赋予希望 on youtube if you would like to be updated on various stock analysis.https://youtu.be/YWZVfvlWr0w (Tiger Brokers' 2Q2021 results review and share price analysis)$涂鸦智能(TUYA)$ I have been tracking Tuya, another chinese stock for awhile for now but have not investigated the business fundamentals and financials. Being another tech company from China, my current equity exposure in Chinese equities is pretty decent size of my portfolio, which explains why I have not done a further research on Tuya. A company that has its initial public offering back in March 2021 at an IPO price of 21 USD, it seems to me that there is certain amount of price movement details for me to think through in the days to come.What comes to","images":[{"img":"https://static.tigerbbs.com/e50d27e272bc7cc45aef95fc7b53a015","width":"688","height":"191"},{"img":"https://static.tigerbbs.com/868eb74c29dd8d34f1a1813012e05bcf","width":"560","height":"360"},{"img":"https://static.tigerbbs.com/d6c1521e4bb6bd327a468bbdcb848855","width":"560","height":"360"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888127324","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861243653,"gmtCreate":1632503111172,"gmtModify":1632714870586,"author":{"id":"3577464386301571","authorId":"3577464386301571","name":"kelvinseech","avatar":"https://static.tigerbbs.com/fa4b33df37044967fd669e37ffd98983","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577464386301571","idStr":"3577464386301571"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/861243653","repostId":"2169615393","repostType":4,"isVote":1,"tweetType":1,"viewCount":4824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861243076,"gmtCreate":1632503081695,"gmtModify":1632714885592,"author":{"id":"3577464386301571","authorId":"3577464386301571","name":"kelvinseech","avatar":"https://static.tigerbbs.com/fa4b33df37044967fd669e37ffd98983","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577464386301571","idStr":"3577464386301571"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/861243076","repostId":"2169615548","repostType":4,"isVote":1,"tweetType":1,"viewCount":2854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861249139,"gmtCreate":1632503018521,"gmtModify":1632714900596,"author":{"id":"3577464386301571","authorId":"3577464386301571","name":"kelvinseech","avatar":"https://static.tigerbbs.com/fa4b33df37044967fd669e37ffd98983","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577464386301571","idStr":"3577464386301571"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/861249139","repostId":"1104085778","repostType":4,"repost":{"id":"1104085778","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":1632498166,"share":"https://www.laohunote.com/m/news/1104085778?lang=zh_CN&edition=full","pubTime":"2021-09-24 23:42","market":"us","language":"en","title":"IPO opening reminder: Cue Health opens for trading at $19.2, up 20% from IPO price.<blockquote>IPO 开盘提醒：Cue Health 开盘价为 19.2 美元，较 IPO 价格上涨 20%。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1104085778","media":"Tiger Newspress","summary":"(Sept 24) Cue Health Inc. opens for trading at $19.2, up 20% from IPO price.\n\nCompany & Technology\nS","content":"<p>(Sept 24)&nbsp;<a href=\"https://laohu8.com/S/HLTH\">Cue Health Inc.</a> opens for trading at $19.2, up 20% from IPO price.</p><p><blockquote>（9月24日）<a href=\"https://laohu8.com/S/HLTH\">线索健康公司。</a>开盘价为 19.2 美元，较 IPO 价格上涨 20%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c7270662a08ec3dac176aa52bf5cbd1a\" tg-width=\"902\" tg-height=\"560\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Company &amp; Technology</b></p><p><blockquote><b>公司与技术</b></blockquote></p><p> San Diego, California-based Cue was founded to first develop a COVID-19 test kit and integrated information platform for processing and communication.</p><p><blockquote>总部位于加利福尼亚州圣地亚哥的 Cue 的成立是为了首先开发用于处理和通信的 COVID-19 测试套件和集成信息平台。</blockquote></p><p> Management is headed by co-founder, Chairman and CEO Ayub Khattak, who has been with the firm since inception and holds a B.S. in mathematics from UCLA.</p><p><blockquote>管理层由联合创始人、董事长兼首席执行官 Ayub Khattak 领导，他自公司成立以来一直在公司工作，并拥有加州大学洛杉矶分校数学学士学位。</blockquote></p><p> The company’s primary offerings in its Cue Integrated Care Platform:</p><p><blockquote>公司在 Cue 综合护理平台上的主要产品：</blockquote></p><p> <ul>  <li>Health monitoring system</p><p><blockquote><ul><li>健康监测系统</li></ul></blockquote></p><p></li>  <li>Rader</p><p><blockquote><li>雷德</li></blockquote></p><p></li>  <li>Cartridge</p><p><blockquote><li>弹壳</li></blockquote></p><p></li>  <li>Wand</p><p><blockquote><li>墙</li></blockquote></p><p></li>  <li>Data</p><p><blockquote><li>数据</li></blockquote></p><p></li>  <li>Delivery apps</p><p><blockquote><li>递送应用程序</li></blockquote></p><p></li>  <li>Enterprise dashboard</p><p><blockquote><li>企业仪表板</li></blockquote></p><p></li>  <li>Ecosystem integrations</p><p><blockquote><li>生态系统整合</li></blockquote></p><p></li> </ul> Cue has received at least $176 million in equity investment from investors including ACME Capital, Cove Investors, Decheng Capital China Life Sciences, Madrone and NVGA I.</p><p><blockquote>Cue 已获得 ACME Capital、Cove Investors、德诚资本中国生命科学、Madrone 和 NVGA I 等投资者至少 1.76 亿美元的股权投资。</blockquote></p><p> <b>Customer/User Acquisition</b></p><p><blockquote><b>客户/用户获取</b></blockquote></p><p> The company pursues healthcare provider relationships through its in-house direct sales team focused on healthcare providers, large enterprises and public sector clients.</p><p><blockquote>该公司通过其专注于医疗保健提供商、大型企业和公共部门客户的内部直销团队寻求医疗保健提供商关系。</blockquote></p><p> Management expects 2021 customer demand for its COVID-19 test kits to exceed its manufacturing capacity.</p><p><blockquote>管理层预计 2021 年客户对其 COVID-19 检测试剂盒的需求将超过其生产能力。</blockquote></p><p> Sales and Marketing expenses as a percentage of total revenue have varied as revenues have increased sharply, as the figures below indicate:</p><p><blockquote>销售及市场推广开支占总收入的百分比随著收入急剧增加而有所变动，如下图所示：</blockquote></p><p> <table>  <tbody>   <tr>    <td><b>Sales and Marketing</b></p><p><blockquote><table><tbody><tr><td><b>销售及市场推广</b></td></tr></tbody></table></blockquote></p><p></td>    <td><b>Expenses vs. Revenue</b></p><p><blockquote><td><b>费用与收入</b></td></blockquote></p><p></td>   </tr>   <tr>    <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td>    <td>Percentage</p><p><blockquote><td>百分比</td></blockquote></p><p></td>   </tr>   <tr>    <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日</td></tr></blockquote></p><p></td>    <td>1.0%</p><p><blockquote><td>1.0%</td></blockquote></p><p></td>   </tr>   <tr>    <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td>    <td>3.1%</p><p><blockquote><td>3.1%</td></blockquote></p><p></td>   </tr>   <tr>    <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td>    <td>1.3%</p><p><blockquote><td>1.3%</td></blockquote></p><p></td>   </tr>  </tbody> </table> The Sales and Marketing efficiency rate, defined as how many dollars of additional new revenue are generated by each dollar of Sales and Marketing spend, was 100.5x in the most recent reporting period, as shown in the table below:</p><p><blockquote>销售和市场推广效率率（定义为每1美元的销售和市场推广支出产生多少美元的额外新收入）在最近的报告期内为100.5倍，如下表所示：</blockquote></p><p> <table>  <tbody>   <tr>    <td><b>Sales and Marketing</b></p><p><blockquote><table><tbody><tr><td><b>销售及市场推广</b></td></tr></tbody></table></blockquote></p><p></td>    <td><b>Efficiency Rate</b></p><p><blockquote><td><b>效率率</b></td></blockquote></p><p></td>   </tr>   <tr>    <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td>    <td>Multiple</p><p><blockquote><td>多个的</td></blockquote></p><p></td>   </tr>   <tr>    <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日</td></tr></blockquote></p><p></td>    <td>100.5</p><p><blockquote><td>100.5</td></blockquote></p><p></td>   </tr>   <tr>    <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td>    <td>22.9</p><p><blockquote><td>22.9</td></blockquote></p><p></td>   </tr>  </tbody> </table> <b>Market &amp; Competition</b></p><p><blockquote><b>市场与竞争</b></blockquote></p><p> According to a 2020 marketresearch reportby Grand View Research, the global market for COVID-19 detection kits was an estimated $3.28 billion in 2020 and is expected to reach $5 billion by 2027.</p><p><blockquote>根据Grand View Research的2020年市场研究报告，2020年全球新冠肺炎检测试剂盒市场估计为32.8亿美元，预计到2027年将达到50亿美元。</blockquote></p><p> This represents a forecast CAGR of 5.05% from 2021 to 2027.</p><p><blockquote>这意味着2021年至2027年的预测CAGR为5.05%。</blockquote></p><p> The main drivers for this expected growth are a strong growth in demand for testing services of all types on a global basis.</p><p><blockquote>这一预期增长的主要驱动力是全球范围内对所有类型测试服务的需求强劲增长。</blockquote></p><p> Also, below is a chart showing the market share of use of detection kits by end-user type:</p><p><blockquote>此外，下图显示了按最终用户类型划分的检测试剂盒使用市场份额：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4b7fc60b336bae7685e08132f8176b57\" tg-width=\"1158\" tg-height=\"618\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> (Source)</p><p><blockquote>（来源）</blockquote></p><p> Major competitive or other industry participants include:</p><p><blockquote>主要竞争或其他行业参与者包括：</blockquote></p><p> <ul>  <li>Abbott Laboratories(NYSE:ABT)</p><p><blockquote><ul><li>雅培实验室（纽约证券交易所股票代码：ABT）</li></ul></blockquote></p><p></li>  <li>Becton, Dickinson(NYSE:BDX)</p><p><blockquote><li>迪金森·贝克顿（纽约证券交易所股票代码：BDX）</li></blockquote></p><p></li>  <li>bioMerieux(OTCPK:BMXMF)</p><p><blockquote><li>生物梅里埃（OTCPK：BMXMF）</li></blockquote></p><p></li>  <li>Bio-Rad Laboratories(NYSE:BIO)</p><p><blockquote><li>Bio-Rad 实验室（纽约证券交易所股票代码：BIO）</li></blockquote></p><p></li>  <li>Danaher(NYSE:DHR)</p><p><blockquote><li>丹纳赫（纽约证券交易所代码：DHR）</li></blockquote></p><p></li>  <li>Ellume Limited</p><p><blockquote><li>Ellume有限公司</li></blockquote></p><p></li>  <li>Everly Health</p><p><blockquote><li>埃弗利健康</li></blockquote></p><p></li>  <li>Roche(OTCQX:RHHBY)(OTCQX:RHHBF)</p><p><blockquote><li>罗氏(OTCQX:RHHBY)(OTCQX:RHHBF)</li></blockquote></p><p></li>  <li>Fluidigm(NASDAQ:FLDM)</p><p><blockquote><li>Fluidigm（纳斯达克股票代码：FLDM）</li></blockquote></p><p></li>  <li>GenMark Diagnostics(NASDAQ:GNMK)</p><p><blockquote><li>GenMark Diagnostics（纳斯达克股票代码：GNMK）</li></blockquote></p><p></li>  <li>Others</p><p><blockquote><li>其他</li></blockquote></p><p></li> </ul> <b>Financial Performance</b></p><p><blockquote><b>财务表现</b></blockquote></p><p> Cue’s recent financial results can be summarized as follows:</p><p><blockquote>Cue 近期的财务业绩可概括如下：</blockquote></p><p> <ul>  <li>Sharply growing top line revenue</p><p><blockquote><ul><li>营收急剧增长</li></ul></blockquote></p><p></li>  <li>Increasing gross profit and variable gross margin</p><p><blockquote><li>增加毛利及可变毛利率</li></blockquote></p><p></li>  <li>A swing to operating profit and net income</p><p><blockquote><li>营业利润和净利润波动</li></blockquote></p><p></li>  <li>Variable cash flow from operations</p><p><blockquote><li>经营活动产生的可变现金流量</li></blockquote></p><p></li> </ul> Below are relevant financial results derived from the firm’s registration statement:</p><p><blockquote>以下是公司注册声明中的相关财务业绩：</blockquote></p><p> <table>  <colgroup></colgroup>  <tbody>   <tr>    <td><b>Total Revenue</b></p><p><blockquote><table><colgroup></colgroup><tbody><tr><td><b>总收入</b></td></tr></tbody></table></blockquote></p><p></td>   </tr>   <tr>    <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td>    <td>Total Revenue</p><p><blockquote><td>总收入</td></blockquote></p><p></td>    <td>% Variance vs. Prior</p><p><blockquote><td>与先前相比的%方差</td></blockquote></p><p></td>   </tr>   <tr>    <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日</td></tr></blockquote></p><p></td>    <td>$ 201,922,000</p><p><blockquote><td>$201,922,000</td></blockquote></p><p></td>    <td>3971.0%</p><p><blockquote><td>3971.0%</td></blockquote></p><p></td>   </tr>   <tr>    <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td>    <td>$ 22,953,000</p><p><blockquote><td>$22,953,000</td></blockquote></p><p></td>    <td>246.4%</p><p><blockquote><td>246.4%</td></blockquote></p><p></td>   </tr>   <tr>    <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td>    <td>$ 6,626,000</p><p><blockquote><td>$6,626,000</td></blockquote></p><p></td>   </tr>   <tr></tr>   <tr>    <td><b>Gross Profit (Loss)</b></p><p><blockquote><tr></tr><tr><td><b>毛利（亏损）</b></td></tr></blockquote></p><p></td>   </tr>   <tr>    <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td>    <td>Gross Profit (Loss)</p><p><blockquote><td>毛利（亏损）</td></blockquote></p><p></td>    <td>% Variance vs. Prior</p><p><blockquote><td>与先前相比的%方差</td></blockquote></p><p></td>   </tr>   <tr>    <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日</td></tr></blockquote></p><p></td>    <td>$ 116,745,000</p><p><blockquote><td>$116,745,000</td></blockquote></p><p></td>    <td>2253.7%</p><p><blockquote><td>2253.7%</td></blockquote></p><p></td>   </tr>   <tr>    <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td>    <td>$ 8,002,000</p><p><blockquote><td>$8,002,000</td></blockquote></p><p></td>    <td>20.8%</p><p><blockquote><td>20.8%</td></blockquote></p><p></td>   </tr>   <tr>    <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td>    <td>$ 6,626,000</p><p><blockquote><td>$6,626,000</td></blockquote></p><p></p><p></td>   </tr>   <tr></tr>   <tr>    <td><b>Gross Margin</b></p><p><blockquote><tr></tr><tr><td><b>毛利率</b></td></tr></blockquote></p><p></td>   </tr>   <tr>    <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td>    <td>Gross Margin</p><p><blockquote><td>毛利率</td></blockquote></p><p></td>   </tr>   <tr>    <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日</td></tr></blockquote></p><p></td>    <td>57.82%</p><p><blockquote><td>57.82%</td></blockquote></p><p></td>   </tr>   <tr>    <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td>    <td>34.86%</p><p><blockquote><td>34.86%</td></blockquote></p><p></td>   </tr>   <tr>    <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td>    <td>100.00%</p><p><blockquote><td>100.00%</td></blockquote></p><p></td>   </tr>   <tr></tr>   <tr>    <td><b>Operating Profit (Loss)</b></p><p><blockquote><tr></tr><tr><td><b>营业溢利（亏损）</b></td></tr></blockquote></p><p></td>   </tr>   <tr>    <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td>    <td>Operating Profit (Loss)</p><p><blockquote><td>营业溢利（亏损）</td></blockquote></p><p></td>    <td>Operating Margin</p><p><blockquote><td>营业利润率</td></blockquote></p><p></td>   </tr>   <tr>    <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日</td></tr></blockquote></p><p></td>    <td>$ 79,463,000</p><p><blockquote><td>$79,463,000</td></blockquote></p><p></td>    <td>39.4%</p><p><blockquote><td>39.4%</td></blockquote></p><p></td>   </tr>   <tr>    <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td>    <td>$ (45,126,000)</p><p><blockquote><td>$(45,126,000)</td></blockquote></p><p></td>    <td>-196.6%</p><p><blockquote><td>-196.6%</td></blockquote></p><p></td>   </tr>   <tr>    <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td>    <td>$ (20,767,000)</p><p><blockquote><td>$(20,767,000)</td></blockquote></p><p></td>    <td>-313.4%</p><p><blockquote><td>-313.4%</td></blockquote></p><p></td>   </tr>   <tr></tr>   <tr>    <td><b>Net Income (Loss)</b></p><p><blockquote><tr></tr><tr><td><b>净收入（亏损）</b></td></tr></blockquote></p><p></td>   </tr>   <tr>    <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td>    <td>Net Income (Loss)</p><p><blockquote><td>净收入（亏损）</td></blockquote></p><p></td>   </tr>   <tr>    <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日</td></tr></blockquote></p><p></td>    <td>$ 32,840,000</p><p><blockquote><td>$32,840,000</td></blockquote></p><p></td>   </tr>   <tr>    <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td>    <td>$ (47,352,000)</p><p><blockquote><td>$(47,352,000)</td></blockquote></p><p></td>   </tr>   <tr>    <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td>    <td>$ (20,606,000)</p><p><blockquote><td>$(20,606,000)</td></blockquote></p><p></td>   </tr>   <tr></tr>   <tr>    <td><b>Cash Flow From Operations</b></p><p><blockquote><tr></tr><tr><td><b>经营现金流量</b></td></tr></blockquote></p><p></td>   </tr>   <tr>    <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td>    <td>Cash Flow From Operations</p><p><blockquote><td>经营现金流量</td></blockquote></p><p></td>   </tr>   <tr>    <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日</td></tr></blockquote></p><p></td>    <td>$ (37,812,000)</p><p><blockquote><td>$(37,812,000)</td></blockquote></p><p></td>   </tr>   <tr>    <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td>    <td>$ 92,655,000</p><p><blockquote><td>$92,655,000</td></blockquote></p><p></td>   </tr>   <tr>    <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td>    <td>$ (12,996,000)</p><p><blockquote><td>$(12,996,000)</td></blockquote></p><p></td>   </tr>  </tbody> </table> As of June 30, 2021, Cue had $246.3 million in cash and $516.3 million in total liabilities.</p><p><blockquote>截至2021年6月30日，Cue拥有2.463亿美元现金和5.163亿美元总负债。</blockquote></p><p> Free cash flow during the twelve months ended June 30, 2021, was negative ($60 million).</p><p><blockquote>截至2021年6月30日的12个月内，自由现金流为负（6000万美元）。</blockquote></p><p> <b>Valuation Metrics</b></p><p><blockquote><b>估值指标</b></blockquote></p><p> Below is a table of relevant capitalization and valuation figures for the company:</p><p><blockquote>下表为本公司的相关资本化及估值数字：</blockquote></p><p> <table>  <colgroup></colgroup>  <tbody>   <tr>    <td><b>Measure [TTM]</b></p><p><blockquote><table><colgroup></colgroup><tbody><tr><td><b>测量[TTM]</b></td></tr></tbody></table></blockquote></p><p></td>    <td><b>Amount</b></p><p><blockquote><td><b>数量</b></td></blockquote></p><p></td>   </tr>   <tr>    <td>Market Capitalization at IPO</p><p><blockquote><tr><td>首次公开发售时的市值</td></tr></blockquote></p><p></td>    <td>$2,299,981,232</p><p><blockquote><td>$2,299,981,232</td></blockquote></p><p></td>   </tr>   <tr>    <td>Enterprise Value</p><p><blockquote><tr><td>企业价值</td></tr></blockquote></p><p></td>    <td>$1,874,455,232</p><p><blockquote><td>$1,874,455,232</td></blockquote></p><p></td>   </tr>   <tr>    <td>Price / Sales</p><p><blockquote><tr><td>价格/销售</td></tr></blockquote></p><p></td>    <td>10.46</p><p><blockquote><td>10.46</td></blockquote></p><p></td>   </tr>   <tr>    <td>EV / Revenue</p><p><blockquote><tr><td>电动汽车/收入</td></tr></blockquote></p><p></td>    <td>8.52</p><p><blockquote><td>8.52</td></blockquote></p><p></td>   </tr>   <tr>    <td>EV / EBITDA</p><p><blockquote><tr><td>首页 / EBITDA</td></tr></blockquote></p><p></td>    <td>35.46</p><p><blockquote><td>35.46</td></blockquote></p><p></td>   </tr>   <tr>    <td>Earnings Per Share</p><p><blockquote><tr><td>每股盈利</td></tr></blockquote></p><p></td>    <td>$0.03</p><p><blockquote><td>$0.03</td></blockquote></p><p></td>   </tr>   <tr>    <td>Float To Outstanding Shares Ratio</p><p><blockquote><tr><td>流通股与流通股比率</td></tr></blockquote></p><p></td>    <td>8.70%</p><p><blockquote><td>8.70%</td></blockquote></p><p></td>   </tr>   <tr>    <td>Proposed IPO Midpoint Price per Share</p><p><blockquote><tr><td>建议IPO每股中点价格</td></tr></blockquote></p><p></td>    <td>$16.00</p><p><blockquote><td>$16.00</td></blockquote></p><p></td>   </tr>   <tr>    <td>Net Free Cash Flow</p><p><blockquote><tr><td>净自由现金流量</td></tr></blockquote></p><p></td>    <td>-$59,920,000</p><p><blockquote><td>-$59,920,000</td></blockquote></p><p></td>   </tr>   <tr>    <td>Free Cash Flow Yield Per Share</p><p><blockquote><tr><td>每股自由现金流收益率</td></tr></blockquote></p><p></td>    <td>-2.61%</p><p><blockquote><td>-2.61%</td></blockquote></p><p></td>   </tr>   <tr>    <td>Revenue Growth Rate</p><p><blockquote><tr><td>收入增长率</td></tr></blockquote></p><p></td>    <td>3971.01%</p><p><blockquote><td>3971.01%</td></blockquote></p><p></td>   </tr>  </tbody> </table> As a reference, a potential partial and imperfect public comparable to Cue would be Bio-Rad (BIO); below is a comparison of their primary valuation metrics:</p><p><blockquote>作为参考，与 Cue 相当的潜在部分和不完美公众将是 Bio-Rad (BIO)；以下是其主要估值指标的比较：</blockquote></p><p> <table>  <colgroup></colgroup>  <tbody>   <tr>    <td><b>Metric</b></p><p><blockquote><table><colgroup></colgroup><tbody><tr><td><b>度量</b></td></tr></tbody></table></blockquote></p><p></td>    <td><b>Bio-Rad (BIO)</b></p><p><blockquote><td><b>生物轮（生物）</b></td></blockquote></p><p></td>    <td><b>Cue Health (HLTH)</b></p><p><blockquote><td><b>线索健康 (HLTH)</b></td></blockquote></p><p></td>    <td><b>Variance</b></p><p><blockquote><td><b>差异</b></td></blockquote></p><p></td>   </tr>   <tr>    <td>Price / Sales</p><p><blockquote><tr><td>价格/销售</td></tr></blockquote></p><p></td>    <td>8.15</p><p><blockquote><td>8.15</td></blockquote></p><p></td>    <td>10.46</p><p><blockquote><td>10.46</td></blockquote></p><p></td>    <td>28.3%</p><p><blockquote><td>28.3%</td></blockquote></p><p></td>   </tr>   <tr>    <td>EV / Revenue</p><p><blockquote><tr><td>电动汽车/收入</td></tr></blockquote></p><p></td>    <td>7.82</p><p><blockquote><td>7.82</td></blockquote></p><p></td>    <td>8.52</p><p><blockquote><td>8.52</td></blockquote></p><p></td>    <td>9.0%</p><p><blockquote><td>9.0%</td></blockquote></p><p></td>   </tr>   <tr>    <td>EV / EBITDA</p><p><blockquote><tr><td>首页 / EBITDA</td></tr></blockquote></p><p></td>    <td>31.66</p><p><blockquote><td>31.66</td></blockquote></p><p></td>    <td>35.46</p><p><blockquote><td>35.46</td></blockquote></p><p></td>    <td>12.0%</p><p><blockquote><td>12.0%</td></blockquote></p><p></td>   </tr>   <tr>    <td>Earnings Per Share</p><p><blockquote><tr><td>每股盈利</td></tr></blockquote></p><p></td>    <td>$134.05</p><p><blockquote><td>$134.05</td></blockquote></p><p></td>    <td>$0.03</p><p><blockquote><td>$0.03</td></blockquote></p><p></td>    <td>-100.0%</p><p><blockquote><td>-100.0%</td></blockquote></p><p></td>   </tr>   <tr>    <td>Revenue Growth Rate</p><p><blockquote><tr><td>收入增长率</td></tr></blockquote></p><p></td>    <td>25.6%</p><p><blockquote><td>25.6%</td></blockquote></p><p></td>    <td>3971.01%</p><p><blockquote><td>3971.01%</td></blockquote></p><p></td>    <td>15436.03%</p><p><blockquote><td>15436.03%</td></blockquote></p><p></td>   </tr>   <tr>    <td>(Glossary Of Terms)</p><p><blockquote><tr><td>（术语表）</td></tr></blockquote></p><p></td>   </tr>  </tbody> </table> <b>Commentary</b></p><p><blockquote><b>评论</b></blockquote></p><p> Cue is seeking public investment capital to further scale its commercialization operations as well as continue its R &amp; D efforts.</p><p><blockquote>Cue正在寻求公共投资资本，以进一步扩大其商业化业务，并继续其研发工作。</blockquote></p><p> The company’s financials show sharply growing top line revenue, strong growth in gross profit and variable gross margin, a swing to operating profit and net income and highly fluctuating cash flow from or use in operations</p><p><blockquote>该公司的财务数据显示，营收急剧增长，毛利润和可变毛利率强劲增长，营业利润和净利润出现波动，运营中或运营中使用的现金流波动很大。</blockquote></p><p> Free cash flow for the twelve months ended June 30, 2021, was an eye-popping negative ($60 million).</p><p><blockquote>截至2021年6月30日的12个月的自由现金流是令人瞠目结舌的负数（6000万美元）。</blockquote></p><p> Sales and Marketing expenses as a percentage of total revenue have fluctuated as revenues have increased dramatically; its Sales and Marketing efficiency rate was an extremely high 100.5x in the most recent reporting period.</p><p><blockquote>销售和营销费用占总收入的百分比随着收入大幅增加而波动；在最近的报告期内，其销售和营销效率达到了极高的100.5倍。</blockquote></p><p> The market opportunity for COVID-19 and related test kit platforms is large and will likely grow at a high rate of growth over the coming years as countries around the world seek to bolster their testing capabilities in the wake of the recent global pandemic.</p><p><blockquote>新冠肺炎及相关检测试剂盒平台的市场机会巨大，且随着世界各国在最近的全球疫情后寻求增强其检测能力，未来几年可能会以高速增长。</blockquote></p><p></p><p> Goldman Sachs is the lead left underwriter and IPOs led by the firm over the last 12-month period have generated an average return of 39.9% since their IPO. This is a mid-tier performance for all major underwriters during the period.</p><p><blockquote>高盛是主承销商，该公司在过去 12 个月内牵头的 IPO 自 IPO 以来平均回报率为 39.9%。这是期内所有主要承销商的中级表现。</blockquote></p><p> The primary risk to the firm now is that it is essentially a one-product company, so its revenue base is heavily concentrated.</p><p><blockquote>该公司现在面临的主要风险是，它本质上是一家单一产品公司，因此其收入基础高度集中。</blockquote></p><p> As for valuation, compared to partial competitor Bio-Rad Laboratories, the IPO is reasonably valued on a revenue multiple, although Cue is growing at a much higher rate of growth from a much lower revenue base, so the comparison is strained at best.</p><p><blockquote>至于估值，与部分竞争对手 Bio-Rad Laboratories 相比，IPO 的收入倍数估值合理，尽管 Cue 的增长率要高得多，但收入基础却低得多，因此这种比较充其量是紧张的。</blockquote></p><p> Given Cue’s growth trajectory, profitability and reasonable IPO valuation, the IPO is worth consideration.</p><p><blockquote>鉴于 Cue 的增长轨迹、盈利能力和合理的 IPO 估值，此次 IPO 值得考虑。</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>IPO opening reminder: Cue Health opens for trading at $19.2, up 20% from IPO price.<blockquote>IPO 开盘提醒：Cue Health 开盘价为 19.2 美元，较 IPO 价格上涨 20%。</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\">\nIPO opening reminder: Cue Health opens for trading at $19.2, up 20% from IPO price.<blockquote>IPO 开盘提醒：Cue Health 开盘价为 19.2 美元，较 IPO 价格上涨 20%。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-09-24 23:42</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Sept 24)&nbsp;<a href=\"https://laohu8.com/S/HLTH\">Cue Health Inc.</a> opens for trading at $19.2, up 20% from IPO price.</p><p><blockquote>（9月24日）<a href=\"https://laohu8.com/S/HLTH\">线索健康公司。</a>开盘价为 19.2 美元，较 IPO 价格上涨 20%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c7270662a08ec3dac176aa52bf5cbd1a\" tg-width=\"902\" tg-height=\"560\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Company &amp; Technology</b></p><p><blockquote><b>公司与技术</b></blockquote></p><p> San Diego, California-based Cue was founded to first develop a COVID-19 test kit and integrated information platform for processing and communication.</p><p><blockquote>总部位于加利福尼亚州圣地亚哥的 Cue 的成立是为了首先开发用于处理和通信的 COVID-19 测试套件和集成信息平台。</blockquote></p><p> Management is headed by co-founder, Chairman and CEO Ayub Khattak, who has been with the firm since inception and holds a B.S. in mathematics from UCLA.</p><p><blockquote>管理层由联合创始人、董事长兼首席执行官 Ayub Khattak 领导，他自公司成立以来一直在公司工作，并拥有加州大学洛杉矶分校数学学士学位。</blockquote></p><p> The company’s primary offerings in its Cue Integrated Care Platform:</p><p><blockquote>公司在 Cue 综合护理平台上的主要产品：</blockquote></p><p> <ul>  <li>Health monitoring system</p><p><blockquote><ul><li>健康监测系统</li></ul></blockquote></p><p></li>  <li>Rader</p><p><blockquote><li>雷德</li></blockquote></p><p></li>  <li>Cartridge</p><p><blockquote><li>弹壳</li></blockquote></p><p></li>  <li>Wand</p><p><blockquote><li>墙</li></blockquote></p><p></li>  <li>Data</p><p><blockquote><li>数据</li></blockquote></p><p></li>  <li>Delivery apps</p><p><blockquote><li>递送应用程序</li></blockquote></p><p></li>  <li>Enterprise dashboard</p><p><blockquote><li>企业仪表板</li></blockquote></p><p></li>  <li>Ecosystem integrations</p><p><blockquote><li>生态系统整合</li></blockquote></p><p></li> </ul> Cue has received at least $176 million in equity investment from investors including ACME Capital, Cove Investors, Decheng Capital China Life Sciences, Madrone and NVGA I.</p><p><blockquote>Cue 已获得 ACME Capital、Cove Investors、德诚资本中国生命科学、Madrone 和 NVGA I 等投资者至少 1.76 亿美元的股权投资。</blockquote></p><p> <b>Customer/User Acquisition</b></p><p><blockquote><b>客户/用户获取</b></blockquote></p><p> The company pursues healthcare provider relationships through its in-house direct sales team focused on healthcare providers, large enterprises and public sector clients.</p><p><blockquote>该公司通过其专注于医疗保健提供商、大型企业和公共部门客户的内部直销团队寻求医疗保健提供商关系。</blockquote></p><p> Management expects 2021 customer demand for its COVID-19 test kits to exceed its manufacturing capacity.</p><p><blockquote>管理层预计 2021 年客户对其 COVID-19 检测试剂盒的需求将超过其生产能力。</blockquote></p><p> Sales and Marketing expenses as a percentage of total revenue have varied as revenues have increased sharply, as the figures below indicate:</p><p><blockquote>销售及市场推广开支占总收入的百分比随著收入急剧增加而有所变动，如下图所示：</blockquote></p><p> <table>  <tbody>   <tr>    <td><b>Sales and Marketing</b></p><p><blockquote><table><tbody><tr><td><b>销售及市场推广</b></td></tr></tbody></table></blockquote></p><p></td>    <td><b>Expenses vs. Revenue</b></p><p><blockquote><td><b>费用与收入</b></td></blockquote></p><p></td>   </tr>   <tr>    <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td>    <td>Percentage</p><p><blockquote><td>百分比</td></blockquote></p><p></td>   </tr>   <tr>    <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日</td></tr></blockquote></p><p></td>    <td>1.0%</p><p><blockquote><td>1.0%</td></blockquote></p><p></td>   </tr>   <tr>    <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td>    <td>3.1%</p><p><blockquote><td>3.1%</td></blockquote></p><p></td>   </tr>   <tr>    <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td>    <td>1.3%</p><p><blockquote><td>1.3%</td></blockquote></p><p></td>   </tr>  </tbody> </table> The Sales and Marketing efficiency rate, defined as how many dollars of additional new revenue are generated by each dollar of Sales and Marketing spend, was 100.5x in the most recent reporting period, as shown in the table below:</p><p><blockquote>销售和市场推广效率率（定义为每1美元的销售和市场推广支出产生多少美元的额外新收入）在最近的报告期内为100.5倍，如下表所示：</blockquote></p><p> <table>  <tbody>   <tr>    <td><b>Sales and Marketing</b></p><p><blockquote><table><tbody><tr><td><b>销售及市场推广</b></td></tr></tbody></table></blockquote></p><p></td>    <td><b>Efficiency Rate</b></p><p><blockquote><td><b>效率率</b></td></blockquote></p><p></td>   </tr>   <tr>    <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td>    <td>Multiple</p><p><blockquote><td>多个的</td></blockquote></p><p></td>   </tr>   <tr>    <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日</td></tr></blockquote></p><p></td>    <td>100.5</p><p><blockquote><td>100.5</td></blockquote></p><p></td>   </tr>   <tr>    <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td>    <td>22.9</p><p><blockquote><td>22.9</td></blockquote></p><p></td>   </tr>  </tbody> </table> <b>Market &amp; Competition</b></p><p><blockquote><b>市场与竞争</b></blockquote></p><p> According to a 2020 marketresearch reportby Grand View Research, the global market for COVID-19 detection kits was an estimated $3.28 billion in 2020 and is expected to reach $5 billion by 2027.</p><p><blockquote>根据Grand View Research的2020年市场研究报告，2020年全球新冠肺炎检测试剂盒市场估计为32.8亿美元，预计到2027年将达到50亿美元。</blockquote></p><p> This represents a forecast CAGR of 5.05% from 2021 to 2027.</p><p><blockquote>这意味着2021年至2027年的预测CAGR为5.05%。</blockquote></p><p> The main drivers for this expected growth are a strong growth in demand for testing services of all types on a global basis.</p><p><blockquote>这一预期增长的主要驱动力是全球范围内对所有类型测试服务的需求强劲增长。</blockquote></p><p> Also, below is a chart showing the market share of use of detection kits by end-user type:</p><p><blockquote>此外，下图显示了按最终用户类型划分的检测试剂盒使用市场份额：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4b7fc60b336bae7685e08132f8176b57\" tg-width=\"1158\" tg-height=\"618\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> (Source)</p><p><blockquote>（来源）</blockquote></p><p> Major competitive or other industry participants include:</p><p><blockquote>主要竞争或其他行业参与者包括：</blockquote></p><p> <ul>  <li>Abbott Laboratories(NYSE:ABT)</p><p><blockquote><ul><li>雅培实验室（纽约证券交易所股票代码：ABT）</li></ul></blockquote></p><p></li>  <li>Becton, Dickinson(NYSE:BDX)</p><p><blockquote><li>迪金森·贝克顿（纽约证券交易所股票代码：BDX）</li></blockquote></p><p></li>  <li>bioMerieux(OTCPK:BMXMF)</p><p><blockquote><li>生物梅里埃（OTCPK：BMXMF）</li></blockquote></p><p></li>  <li>Bio-Rad Laboratories(NYSE:BIO)</p><p><blockquote><li>Bio-Rad 实验室（纽约证券交易所股票代码：BIO）</li></blockquote></p><p></li>  <li>Danaher(NYSE:DHR)</p><p><blockquote><li>丹纳赫（纽约证券交易所代码：DHR）</li></blockquote></p><p></li>  <li>Ellume Limited</p><p><blockquote><li>Ellume有限公司</li></blockquote></p><p></li>  <li>Everly Health</p><p><blockquote><li>埃弗利健康</li></blockquote></p><p></li>  <li>Roche(OTCQX:RHHBY)(OTCQX:RHHBF)</p><p><blockquote><li>罗氏(OTCQX:RHHBY)(OTCQX:RHHBF)</li></blockquote></p><p></li>  <li>Fluidigm(NASDAQ:FLDM)</p><p><blockquote><li>Fluidigm（纳斯达克股票代码：FLDM）</li></blockquote></p><p></li>  <li>GenMark Diagnostics(NASDAQ:GNMK)</p><p><blockquote><li>GenMark Diagnostics（纳斯达克股票代码：GNMK）</li></blockquote></p><p></li>  <li>Others</p><p><blockquote><li>其他</li></blockquote></p><p></li> </ul> <b>Financial Performance</b></p><p><blockquote><b>财务表现</b></blockquote></p><p> Cue’s recent financial results can be summarized as follows:</p><p><blockquote>Cue 近期的财务业绩可概括如下：</blockquote></p><p> <ul>  <li>Sharply growing top line revenue</p><p><blockquote><ul><li>营收急剧增长</li></ul></blockquote></p><p></li>  <li>Increasing gross profit and variable gross margin</p><p><blockquote><li>增加毛利及可变毛利率</li></blockquote></p><p></li>  <li>A swing to operating profit and net income</p><p><blockquote><li>营业利润和净利润波动</li></blockquote></p><p></li>  <li>Variable cash flow from operations</p><p><blockquote><li>经营活动产生的可变现金流量</li></blockquote></p><p></li> </ul> Below are relevant financial results derived from the firm’s registration statement:</p><p><blockquote>以下是公司注册声明中的相关财务业绩：</blockquote></p><p> <table>  <colgroup></colgroup>  <tbody>   <tr>    <td><b>Total Revenue</b></p><p><blockquote><table><colgroup></colgroup><tbody><tr><td><b>总收入</b></td></tr></tbody></table></blockquote></p><p></td>   </tr>   <tr>    <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td>    <td>Total Revenue</p><p><blockquote><td>总收入</td></blockquote></p><p></td>    <td>% Variance vs. Prior</p><p><blockquote><td>与先前相比的%方差</td></blockquote></p><p></td>   </tr>   <tr>    <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日</td></tr></blockquote></p><p></td>    <td>$ 201,922,000</p><p><blockquote><td>$201,922,000</td></blockquote></p><p></td>    <td>3971.0%</p><p><blockquote><td>3971.0%</td></blockquote></p><p></td>   </tr>   <tr>    <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td>    <td>$ 22,953,000</p><p><blockquote><td>$22,953,000</td></blockquote></p><p></td>    <td>246.4%</p><p><blockquote><td>246.4%</td></blockquote></p><p></td>   </tr>   <tr>    <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td>    <td>$ 6,626,000</p><p><blockquote><td>$6,626,000</td></blockquote></p><p></td>   </tr>   <tr></tr>   <tr>    <td><b>Gross Profit (Loss)</b></p><p><blockquote><tr></tr><tr><td><b>毛利（亏损）</b></td></tr></blockquote></p><p></td>   </tr>   <tr>    <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td>    <td>Gross Profit (Loss)</p><p><blockquote><td>毛利（亏损）</td></blockquote></p><p></td>    <td>% Variance vs. Prior</p><p><blockquote><td>与先前相比的%方差</td></blockquote></p><p></td>   </tr>   <tr>    <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日</td></tr></blockquote></p><p></td>    <td>$ 116,745,000</p><p><blockquote><td>$116,745,000</td></blockquote></p><p></td>    <td>2253.7%</p><p><blockquote><td>2253.7%</td></blockquote></p><p></td>   </tr>   <tr>    <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td>    <td>$ 8,002,000</p><p><blockquote><td>$8,002,000</td></blockquote></p><p></td>    <td>20.8%</p><p><blockquote><td>20.8%</td></blockquote></p><p></td>   </tr>   <tr>    <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td>    <td>$ 6,626,000</p><p><blockquote><td>$6,626,000</td></blockquote></p><p></p><p></td>   </tr>   <tr></tr>   <tr>    <td><b>Gross Margin</b></p><p><blockquote><tr></tr><tr><td><b>毛利率</b></td></tr></blockquote></p><p></td>   </tr>   <tr>    <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td>    <td>Gross Margin</p><p><blockquote><td>毛利率</td></blockquote></p><p></td>   </tr>   <tr>    <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日</td></tr></blockquote></p><p></td>    <td>57.82%</p><p><blockquote><td>57.82%</td></blockquote></p><p></td>   </tr>   <tr>    <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td>    <td>34.86%</p><p><blockquote><td>34.86%</td></blockquote></p><p></td>   </tr>   <tr>    <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td>    <td>100.00%</p><p><blockquote><td>100.00%</td></blockquote></p><p></td>   </tr>   <tr></tr>   <tr>    <td><b>Operating Profit (Loss)</b></p><p><blockquote><tr></tr><tr><td><b>营业溢利（亏损）</b></td></tr></blockquote></p><p></td>   </tr>   <tr>    <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td>    <td>Operating Profit (Loss)</p><p><blockquote><td>营业溢利（亏损）</td></blockquote></p><p></td>    <td>Operating Margin</p><p><blockquote><td>营业利润率</td></blockquote></p><p></td>   </tr>   <tr>    <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日</td></tr></blockquote></p><p></td>    <td>$ 79,463,000</p><p><blockquote><td>$79,463,000</td></blockquote></p><p></td>    <td>39.4%</p><p><blockquote><td>39.4%</td></blockquote></p><p></td>   </tr>   <tr>    <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td>    <td>$ (45,126,000)</p><p><blockquote><td>$(45,126,000)</td></blockquote></p><p></td>    <td>-196.6%</p><p><blockquote><td>-196.6%</td></blockquote></p><p></td>   </tr>   <tr>    <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td>    <td>$ (20,767,000)</p><p><blockquote><td>$(20,767,000)</td></blockquote></p><p></td>    <td>-313.4%</p><p><blockquote><td>-313.4%</td></blockquote></p><p></td>   </tr>   <tr></tr>   <tr>    <td><b>Net Income (Loss)</b></p><p><blockquote><tr></tr><tr><td><b>净收入（亏损）</b></td></tr></blockquote></p><p></td>   </tr>   <tr>    <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td>    <td>Net Income (Loss)</p><p><blockquote><td>净收入（亏损）</td></blockquote></p><p></td>   </tr>   <tr>    <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日</td></tr></blockquote></p><p></td>    <td>$ 32,840,000</p><p><blockquote><td>$32,840,000</td></blockquote></p><p></td>   </tr>   <tr>    <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td>    <td>$ (47,352,000)</p><p><blockquote><td>$(47,352,000)</td></blockquote></p><p></td>   </tr>   <tr>    <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td>    <td>$ (20,606,000)</p><p><blockquote><td>$(20,606,000)</td></blockquote></p><p></td>   </tr>   <tr></tr>   <tr>    <td><b>Cash Flow From Operations</b></p><p><blockquote><tr></tr><tr><td><b>经营现金流量</b></td></tr></blockquote></p><p></td>   </tr>   <tr>    <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td>    <td>Cash Flow From Operations</p><p><blockquote><td>经营现金流量</td></blockquote></p><p></td>   </tr>   <tr>    <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日</td></tr></blockquote></p><p></td>    <td>$ (37,812,000)</p><p><blockquote><td>$(37,812,000)</td></blockquote></p><p></td>   </tr>   <tr>    <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td>    <td>$ 92,655,000</p><p><blockquote><td>$92,655,000</td></blockquote></p><p></td>   </tr>   <tr>    <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td>    <td>$ (12,996,000)</p><p><blockquote><td>$(12,996,000)</td></blockquote></p><p></td>   </tr>  </tbody> </table> As of June 30, 2021, Cue had $246.3 million in cash and $516.3 million in total liabilities.</p><p><blockquote>截至2021年6月30日，Cue拥有2.463亿美元现金和5.163亿美元总负债。</blockquote></p><p> Free cash flow during the twelve months ended June 30, 2021, was negative ($60 million).</p><p><blockquote>截至2021年6月30日的12个月内，自由现金流为负（6000万美元）。</blockquote></p><p> <b>Valuation Metrics</b></p><p><blockquote><b>估值指标</b></blockquote></p><p> Below is a table of relevant capitalization and valuation figures for the company:</p><p><blockquote>下表为本公司的相关资本化及估值数字：</blockquote></p><p> <table>  <colgroup></colgroup>  <tbody>   <tr>    <td><b>Measure [TTM]</b></p><p><blockquote><table><colgroup></colgroup><tbody><tr><td><b>测量[TTM]</b></td></tr></tbody></table></blockquote></p><p></td>    <td><b>Amount</b></p><p><blockquote><td><b>数量</b></td></blockquote></p><p></td>   </tr>   <tr>    <td>Market Capitalization at IPO</p><p><blockquote><tr><td>首次公开发售时的市值</td></tr></blockquote></p><p></td>    <td>$2,299,981,232</p><p><blockquote><td>$2,299,981,232</td></blockquote></p><p></td>   </tr>   <tr>    <td>Enterprise Value</p><p><blockquote><tr><td>企业价值</td></tr></blockquote></p><p></td>    <td>$1,874,455,232</p><p><blockquote><td>$1,874,455,232</td></blockquote></p><p></td>   </tr>   <tr>    <td>Price / Sales</p><p><blockquote><tr><td>价格/销售</td></tr></blockquote></p><p></td>    <td>10.46</p><p><blockquote><td>10.46</td></blockquote></p><p></td>   </tr>   <tr>    <td>EV / Revenue</p><p><blockquote><tr><td>电动汽车/收入</td></tr></blockquote></p><p></td>    <td>8.52</p><p><blockquote><td>8.52</td></blockquote></p><p></td>   </tr>   <tr>    <td>EV / EBITDA</p><p><blockquote><tr><td>首页 / EBITDA</td></tr></blockquote></p><p></td>    <td>35.46</p><p><blockquote><td>35.46</td></blockquote></p><p></td>   </tr>   <tr>    <td>Earnings Per Share</p><p><blockquote><tr><td>每股盈利</td></tr></blockquote></p><p></td>    <td>$0.03</p><p><blockquote><td>$0.03</td></blockquote></p><p></td>   </tr>   <tr>    <td>Float To Outstanding Shares Ratio</p><p><blockquote><tr><td>流通股与流通股比率</td></tr></blockquote></p><p></td>    <td>8.70%</p><p><blockquote><td>8.70%</td></blockquote></p><p></td>   </tr>   <tr>    <td>Proposed IPO Midpoint Price per Share</p><p><blockquote><tr><td>建议IPO每股中点价格</td></tr></blockquote></p><p></td>    <td>$16.00</p><p><blockquote><td>$16.00</td></blockquote></p><p></td>   </tr>   <tr>    <td>Net Free Cash Flow</p><p><blockquote><tr><td>净自由现金流量</td></tr></blockquote></p><p></td>    <td>-$59,920,000</p><p><blockquote><td>-$59,920,000</td></blockquote></p><p></td>   </tr>   <tr>    <td>Free Cash Flow Yield Per Share</p><p><blockquote><tr><td>每股自由现金流收益率</td></tr></blockquote></p><p></td>    <td>-2.61%</p><p><blockquote><td>-2.61%</td></blockquote></p><p></td>   </tr>   <tr>    <td>Revenue Growth Rate</p><p><blockquote><tr><td>收入增长率</td></tr></blockquote></p><p></td>    <td>3971.01%</p><p><blockquote><td>3971.01%</td></blockquote></p><p></td>   </tr>  </tbody> </table> As a reference, a potential partial and imperfect public comparable to Cue would be Bio-Rad (BIO); below is a comparison of their primary valuation metrics:</p><p><blockquote>作为参考，与 Cue 相当的潜在部分和不完美公众将是 Bio-Rad (BIO)；以下是其主要估值指标的比较：</blockquote></p><p> <table>  <colgroup></colgroup>  <tbody>   <tr>    <td><b>Metric</b></p><p><blockquote><table><colgroup></colgroup><tbody><tr><td><b>度量</b></td></tr></tbody></table></blockquote></p><p></td>    <td><b>Bio-Rad (BIO)</b></p><p><blockquote><td><b>生物轮（生物）</b></td></blockquote></p><p></td>    <td><b>Cue Health (HLTH)</b></p><p><blockquote><td><b>线索健康 (HLTH)</b></td></blockquote></p><p></td>    <td><b>Variance</b></p><p><blockquote><td><b>差异</b></td></blockquote></p><p></td>   </tr>   <tr>    <td>Price / Sales</p><p><blockquote><tr><td>价格/销售</td></tr></blockquote></p><p></td>    <td>8.15</p><p><blockquote><td>8.15</td></blockquote></p><p></td>    <td>10.46</p><p><blockquote><td>10.46</td></blockquote></p><p></td>    <td>28.3%</p><p><blockquote><td>28.3%</td></blockquote></p><p></td>   </tr>   <tr>    <td>EV / Revenue</p><p><blockquote><tr><td>电动汽车/收入</td></tr></blockquote></p><p></td>    <td>7.82</p><p><blockquote><td>7.82</td></blockquote></p><p></td>    <td>8.52</p><p><blockquote><td>8.52</td></blockquote></p><p></td>    <td>9.0%</p><p><blockquote><td>9.0%</td></blockquote></p><p></td>   </tr>   <tr>    <td>EV / EBITDA</p><p><blockquote><tr><td>首页 / EBITDA</td></tr></blockquote></p><p></td>    <td>31.66</p><p><blockquote><td>31.66</td></blockquote></p><p></td>    <td>35.46</p><p><blockquote><td>35.46</td></blockquote></p><p></td>    <td>12.0%</p><p><blockquote><td>12.0%</td></blockquote></p><p></td>   </tr>   <tr>    <td>Earnings Per Share</p><p><blockquote><tr><td>每股盈利</td></tr></blockquote></p><p></td>    <td>$134.05</p><p><blockquote><td>$134.05</td></blockquote></p><p></td>    <td>$0.03</p><p><blockquote><td>$0.03</td></blockquote></p><p></td>    <td>-100.0%</p><p><blockquote><td>-100.0%</td></blockquote></p><p></td>   </tr>   <tr>    <td>Revenue Growth Rate</p><p><blockquote><tr><td>收入增长率</td></tr></blockquote></p><p></td>    <td>25.6%</p><p><blockquote><td>25.6%</td></blockquote></p><p></td>    <td>3971.01%</p><p><blockquote><td>3971.01%</td></blockquote></p><p></td>    <td>15436.03%</p><p><blockquote><td>15436.03%</td></blockquote></p><p></td>   </tr>   <tr>    <td>(Glossary Of Terms)</p><p><blockquote><tr><td>（术语表）</td></tr></blockquote></p><p></td>   </tr>  </tbody> </table> <b>Commentary</b></p><p><blockquote><b>评论</b></blockquote></p><p> Cue is seeking public investment capital to further scale its commercialization operations as well as continue its R &amp; D efforts.</p><p><blockquote>Cue正在寻求公共投资资本，以进一步扩大其商业化业务，并继续其研发工作。</blockquote></p><p> The company’s financials show sharply growing top line revenue, strong growth in gross profit and variable gross margin, a swing to operating profit and net income and highly fluctuating cash flow from or use in operations</p><p><blockquote>该公司的财务数据显示，营收急剧增长，毛利润和可变毛利率强劲增长，营业利润和净利润出现波动，运营中或运营中使用的现金流波动很大。</blockquote></p><p> Free cash flow for the twelve months ended June 30, 2021, was an eye-popping negative ($60 million).</p><p><blockquote>截至2021年6月30日的12个月的自由现金流是令人瞠目结舌的负数（6000万美元）。</blockquote></p><p> Sales and Marketing expenses as a percentage of total revenue have fluctuated as revenues have increased dramatically; its Sales and Marketing efficiency rate was an extremely high 100.5x in the most recent reporting period.</p><p><blockquote>销售和营销费用占总收入的百分比随着收入大幅增加而波动；在最近的报告期内，其销售和营销效率达到了极高的100.5倍。</blockquote></p><p> The market opportunity for COVID-19 and related test kit platforms is large and will likely grow at a high rate of growth over the coming years as countries around the world seek to bolster their testing capabilities in the wake of the recent global pandemic.</p><p><blockquote>新冠肺炎及相关检测试剂盒平台的市场机会巨大，且随着世界各国在最近的全球疫情后寻求增强其检测能力，未来几年可能会以高速增长。</blockquote></p><p></p><p> Goldman Sachs is the lead left underwriter and IPOs led by the firm over the last 12-month period have generated an average return of 39.9% since their IPO. This is a mid-tier performance for all major underwriters during the period.</p><p><blockquote>高盛是主承销商，该公司在过去 12 个月内牵头的 IPO 自 IPO 以来平均回报率为 39.9%。这是期内所有主要承销商的中级表现。</blockquote></p><p> The primary risk to the firm now is that it is essentially a one-product company, so its revenue base is heavily concentrated.</p><p><blockquote>该公司现在面临的主要风险是，它本质上是一家单一产品公司，因此其收入基础高度集中。</blockquote></p><p> As for valuation, compared to partial competitor Bio-Rad Laboratories, the IPO is reasonably valued on a revenue multiple, although Cue is growing at a much higher rate of growth from a much lower revenue base, so the comparison is strained at best.</p><p><blockquote>至于估值，与部分竞争对手 Bio-Rad Laboratories 相比，IPO 的收入倍数估值合理，尽管 Cue 的增长率要高得多，但收入基础却低得多，因此这种比较充其量是紧张的。</blockquote></p><p> Given Cue’s growth trajectory, profitability and reasonable IPO valuation, the IPO is worth consideration.</p><p><blockquote>鉴于 Cue 的增长轨迹、盈利能力和合理的 IPO 估值，此次 IPO 值得考虑。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HLTH":"TEMA HEALTHCARE AI ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104085778","content_text":"(Sept 24) Cue Health Inc. opens for trading at $19.2, up 20% from IPO price.\n\nCompany & Technology\nSan Diego, California-based Cue was founded to first develop a COVID-19 test kit and integrated information platform for processing and communication.\nManagement is headed by co-founder, Chairman and CEO Ayub Khattak, who has been with the firm since inception and holds a B.S. in mathematics from UCLA.\nThe company’s primary offerings in its Cue Integrated Care Platform:\n\nHealth monitoring system\nRader\nCartridge\nWand\nData\nDelivery apps\nEnterprise dashboard\nEcosystem integrations\n\nCue has received at least $176 million in equity investment from investors including ACME Capital, Cove Investors, Decheng Capital China Life Sciences, Madrone and NVGA I.\nCustomer/User Acquisition\nThe company pursues healthcare provider relationships through its in-house direct sales team focused on healthcare providers, large enterprises and public sector clients.\nManagement expects 2021 customer demand for its COVID-19 test kits to exceed its manufacturing capacity.\nSales and Marketing expenses as a percentage of total revenue have varied as revenues have increased sharply, as the figures below indicate:\n\n\n\nSales and Marketing\nExpenses vs. Revenue\n\n\nPeriod\nPercentage\n\n\nSix Mos. Ended June 30, 2021\n1.0%\n\n\n2020\n3.1%\n\n\n2019\n1.3%\n\n\n\nThe Sales and Marketing efficiency rate, defined as how many dollars of additional new revenue are generated by each dollar of Sales and Marketing spend, was 100.5x in the most recent reporting period, as shown in the table below:\n\n\n\nSales and Marketing\nEfficiency Rate\n\n\nPeriod\nMultiple\n\n\nSix Mos. Ended June 30, 2021\n100.5\n\n\n2020\n22.9\n\n\n\nMarket & Competition\nAccording to a 2020 marketresearch reportby Grand View Research, the global market for COVID-19 detection kits was an estimated $3.28 billion in 2020 and is expected to reach $5 billion by 2027.\nThis represents a forecast CAGR of 5.05% from 2021 to 2027.\nThe main drivers for this expected growth are a strong growth in demand for testing services of all types on a global basis.\nAlso, below is a chart showing the market share of use of detection kits by end-user type:\n\n(Source)\nMajor competitive or other industry participants include:\n\nAbbott Laboratories(NYSE:ABT)\nBecton, Dickinson(NYSE:BDX)\nbioMerieux(OTCPK:BMXMF)\nBio-Rad Laboratories(NYSE:BIO)\nDanaher(NYSE:DHR)\nEllume Limited\nEverly Health\nRoche(OTCQX:RHHBY)(OTCQX:RHHBF)\nFluidigm(NASDAQ:FLDM)\nGenMark Diagnostics(NASDAQ:GNMK)\nOthers\n\nFinancial Performance\nCue’s recent financial results can be summarized as follows:\n\nSharply growing top line revenue\nIncreasing gross profit and variable gross margin\nA swing to operating profit and net income\nVariable cash flow from operations\n\nBelow are relevant financial results derived from the firm’s registration statement:\n\n\n\n\nTotal Revenue\n\n\nPeriod\nTotal Revenue\n% Variance vs. Prior\n\n\nSix Mos. Ended June 30, 2021\n$ 201,922,000\n3971.0%\n\n\n2020\n$ 22,953,000\n246.4%\n\n\n2019\n$ 6,626,000\n\n\n\nGross Profit (Loss)\n\n\nPeriod\nGross Profit (Loss)\n% Variance vs. Prior\n\n\nSix Mos. Ended June 30, 2021\n$ 116,745,000\n2253.7%\n\n\n2020\n$ 8,002,000\n20.8%\n\n\n2019\n$ 6,626,000\n\n\n\nGross Margin\n\n\nPeriod\nGross Margin\n\n\nSix Mos. Ended June 30, 2021\n57.82%\n\n\n2020\n34.86%\n\n\n2019\n100.00%\n\n\n\nOperating Profit (Loss)\n\n\nPeriod\nOperating Profit (Loss)\nOperating Margin\n\n\nSix Mos. Ended June 30, 2021\n$ 79,463,000\n39.4%\n\n\n2020\n$ (45,126,000)\n-196.6%\n\n\n2019\n$ (20,767,000)\n-313.4%\n\n\n\nNet Income (Loss)\n\n\nPeriod\nNet Income (Loss)\n\n\nSix Mos. Ended June 30, 2021\n$ 32,840,000\n\n\n2020\n$ (47,352,000)\n\n\n2019\n$ (20,606,000)\n\n\n\nCash Flow From Operations\n\n\nPeriod\nCash Flow From Operations\n\n\nSix Mos. Ended June 30, 2021\n$ (37,812,000)\n\n\n2020\n$ 92,655,000\n\n\n2019\n$ (12,996,000)\n\n\n\nAs of June 30, 2021, Cue had $246.3 million in cash and $516.3 million in total liabilities.\nFree cash flow during the twelve months ended June 30, 2021, was negative ($60 million).\nValuation Metrics\nBelow is a table of relevant capitalization and valuation figures for the company:\n\n\n\n\nMeasure [TTM]\nAmount\n\n\nMarket Capitalization at IPO\n$2,299,981,232\n\n\nEnterprise Value\n$1,874,455,232\n\n\nPrice / Sales\n10.46\n\n\nEV / Revenue\n8.52\n\n\nEV / EBITDA\n35.46\n\n\nEarnings Per Share\n$0.03\n\n\nFloat To Outstanding Shares Ratio\n8.70%\n\n\nProposed IPO Midpoint Price per Share\n$16.00\n\n\nNet Free Cash Flow\n-$59,920,000\n\n\nFree Cash Flow Yield Per Share\n-2.61%\n\n\nRevenue Growth Rate\n3971.01%\n\n\n\nAs a reference, a potential partial and imperfect public comparable to Cue would be Bio-Rad (BIO); below is a comparison of their primary valuation metrics:\n\n\n\n\nMetric\nBio-Rad (BIO)\nCue Health (HLTH)\nVariance\n\n\nPrice / Sales\n8.15\n10.46\n28.3%\n\n\nEV / Revenue\n7.82\n8.52\n9.0%\n\n\nEV / EBITDA\n31.66\n35.46\n12.0%\n\n\nEarnings Per Share\n$134.05\n$0.03\n-100.0%\n\n\nRevenue Growth Rate\n25.6%\n3971.01%\n15436.03%\n\n\n(Glossary Of Terms)\n\n\n\nCommentary\nCue is seeking public investment capital to further scale its commercialization operations as well as continue its R & D efforts.\nThe company’s financials show sharply growing top line revenue, strong growth in gross profit and variable gross margin, a swing to operating profit and net income and highly fluctuating cash flow from or use in operations\nFree cash flow for the twelve months ended June 30, 2021, was an eye-popping negative ($60 million).\nSales and Marketing expenses as a percentage of total revenue have fluctuated as revenues have increased dramatically; its Sales and Marketing efficiency rate was an extremely high 100.5x in the most recent reporting period.\nThe market opportunity for COVID-19 and related test kit platforms is large and will likely grow at a high rate of growth over the coming years as countries around the world seek to bolster their testing capabilities in the wake of the recent global pandemic.\nGoldman Sachs is the lead left underwriter and IPOs led by the firm over the last 12-month period have generated an average return of 39.9% since their IPO. This is a mid-tier performance for all major underwriters during the period.\nThe primary risk to the firm now is that it is essentially a one-product company, so its revenue base is heavily concentrated.\nAs for valuation, compared to partial competitor Bio-Rad Laboratories, the IPO is reasonably valued on a revenue multiple, although Cue is growing at a much higher rate of growth from a much lower revenue base, so the comparison is strained at best.\nGiven Cue’s growth trajectory, profitability and reasonable IPO valuation, the IPO is worth consideration.","news_type":1,"symbols_score_info":{"HLTH":0.9}},"isVote":1,"tweetType":1,"viewCount":1068,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":886674846,"gmtCreate":1631590280585,"gmtModify":1632807392759,"author":{"id":"3577464386301571","authorId":"3577464386301571","name":"kelvinseech","avatar":"https://static.tigerbbs.com/fa4b33df37044967fd669e37ffd98983","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577464386301571","idStr":"3577464386301571"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/886674846","repostId":"1153845005","repostType":4,"isVote":1,"tweetType":1,"viewCount":751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818114024,"gmtCreate":1630383619068,"gmtModify":1704959486045,"author":{"id":"3577464386301571","authorId":"3577464386301571","name":"kelvinseech","avatar":"https://static.tigerbbs.com/fa4b33df37044967fd669e37ffd98983","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577464386301571","idStr":"3577464386301571"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/818114024","repostId":"2163833181","repostType":4,"isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813362764,"gmtCreate":1630133627458,"gmtModify":1704956442802,"author":{"id":"3577464386301571","authorId":"3577464386301571","name":"kelvinseech","avatar":"https://static.tigerbbs.com/fa4b33df37044967fd669e37ffd98983","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577464386301571","idStr":"3577464386301571"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813362764","repostId":"2162907389","repostType":4,"isVote":1,"tweetType":1,"viewCount":1038,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832965171,"gmtCreate":1629561448493,"gmtModify":1633684033045,"author":{"id":"3577464386301571","authorId":"3577464386301571","name":"kelvinseech","avatar":"https://static.tigerbbs.com/fa4b33df37044967fd669e37ffd98983","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577464386301571","idStr":"3577464386301571"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/832965171","repostId":"1189046360","repostType":4,"repost":{"id":"1189046360","kind":"news","pubTimestamp":1629448332,"share":"https://www.laohunote.com/m/news/1189046360?lang=zh_CN&edition=full","pubTime":"2021-08-20 16:32","market":"us","language":"en","title":"Moderna COVID-19 vaccine being probed in U.S. for higher-than-expected risk of side effect<blockquote>美国正在调查 Moderna COVID-19 疫苗的副作用风险高于预期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189046360","media":"Seeking Alpha","summary":"(Update: August 20, 2021 at 5:59 a.m. ET)\nThe federal health officials are investigating whether the","content":"<p><i><b>(Update: August 20, 2021 at 5:59 a.m. ET)</b></i></p><p><blockquote><i><b>（更新：美国东部时间 2021 年 8 月 20 日上午 5:59）</b></i></blockquote></p><p> The federal health officials are investigating whether the COVID-19 vaccine developed by <a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a> (NASDAQ:&nbsp;MRNA)is linked to even a higher risk of a rare side effect called myocarditis in younger adults than initially expected,&nbsp;<i>The WashingtonPost</i>&nbsp;reported citing people familiar with the matter.</p><p><blockquote>联邦卫生官员正在调查由<a href=\"https://laohu8.com/S/MRNA\">现代公司。</a>（纳斯达克：MRNA）与年轻人患罕见副作用（称为心肌炎）的风险甚至比最初预期的更高有关，<i>华盛顿邮报</i>援引知情人士的话报道。</blockquote></p><p> The people have stressed that the side effect affecting the heart “probably” continues to be uncommon. The probe has involved the officials from the Food and Drug Administration (FDA) and the Centers for Disease Control and Prevention (CDC).</p><p><blockquote>人们强调，影响心脏的副作用 “可能 ”仍然不常见。美国食品药品监督管理局（FDA）和疾病控制与预防中心（CDC）的官员参与了调查。</blockquote></p><p> The investigation is reportedly focused on emerging data from Canada indicating that the vaccine carries a higher risk in the younger population than that from the rival COVID-19 shot from <a href=\"https://laohu8.com/S/PFE\">Pfizer</a>&nbsp;(NYSE:&nbsp;PFE)&nbsp;and <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a> (NASDAQ:&nbsp;BNTX), in males below the age of 30 or so in particular.</p><p><blockquote>据报道，该调查的重点是来自加拿大的新数据，这些数据表明，该疫苗在年轻人群中比竞争对手 COVID-19 疫苗具有更高的风险。<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>（纽约证券交易所代码：PFE）和<a href=\"https://laohu8.com/S/BNTX\">生物科技公司</a>（纳斯达克：BNTX），特别是30岁以下的男性。</blockquote></p><p> The authorities are trying to establish whether the U.S. data also suggest a higher risk from Moderna’s (MRNA) vaccine in the population.</p><p><blockquote>当局正试图确定美国的数据是否也表明莫德纳公司（MRNA）疫苗在人群中的风险更高。</blockquote></p><p> <li>In June, the FDA moved to update the fact sheets of Pfizer (PFE)/ BioNTech (BNTX) and Moderna (MRNA) vaccines to reflect the likelihood of rare cases of heart&nbsp;inflammation following their administration.</p><p><blockquote><li>6月，FDA采取行动更新辉瑞（PFE）/BioNTech（BNTX）和Moderna（MRNA）疫苗的情况说明书，以反映接种后罕见心脏炎症病例的可能性。</li></blockquote></p><p>Moderna&nbsp;sink&nbsp;over&nbsp;2%&nbsp;in&nbsp;premarket&nbsp;trading.</p><p><blockquote>Moderna 在盘前交易中下跌超过 2%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/e4e9a64ce0c6eb83275b67dbd3b00b4c\" tg-width=\"917\" tg-height=\"391\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></li></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>Moderna COVID-19 vaccine being probed in U.S. for higher-than-expected risk of side effect<blockquote>美国正在调查 Moderna COVID-19 疫苗的副作用风险高于预期</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\">\nModerna COVID-19 vaccine being probed in U.S. for higher-than-expected risk of side effect<blockquote>美国正在调查 Moderna COVID-19 疫苗的副作用风险高于预期</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\">2021-08-20 16:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p><i><b>(Update: August 20, 2021 at 5:59 a.m. ET)</b></i></p><p><blockquote><i><b>（更新：美国东部时间 2021 年 8 月 20 日上午 5:59）</b></i></blockquote></p><p> The federal health officials are investigating whether the COVID-19 vaccine developed by <a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a> (NASDAQ:&nbsp;MRNA)is linked to even a higher risk of a rare side effect called myocarditis in younger adults than initially expected,&nbsp;<i>The WashingtonPost</i>&nbsp;reported citing people familiar with the matter.</p><p><blockquote>联邦卫生官员正在调查由<a href=\"https://laohu8.com/S/MRNA\">现代公司。</a>（纳斯达克：MRNA）与年轻人患罕见副作用（称为心肌炎）的风险甚至比最初预期的更高有关，<i>华盛顿邮报</i>援引知情人士的话报道。</blockquote></p><p> The people have stressed that the side effect affecting the heart “probably” continues to be uncommon. The probe has involved the officials from the Food and Drug Administration (FDA) and the Centers for Disease Control and Prevention (CDC).</p><p><blockquote>人们强调，影响心脏的副作用 “可能 ”仍然不常见。美国食品药品监督管理局（FDA）和疾病控制与预防中心（CDC）的官员参与了调查。</blockquote></p><p> The investigation is reportedly focused on emerging data from Canada indicating that the vaccine carries a higher risk in the younger population than that from the rival COVID-19 shot from <a href=\"https://laohu8.com/S/PFE\">Pfizer</a>&nbsp;(NYSE:&nbsp;PFE)&nbsp;and <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a> (NASDAQ:&nbsp;BNTX), in males below the age of 30 or so in particular.</p><p><blockquote>据报道，该调查的重点是来自加拿大的新数据，这些数据表明，该疫苗在年轻人群中比竞争对手 COVID-19 疫苗具有更高的风险。<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>（纽约证券交易所代码：PFE）和<a href=\"https://laohu8.com/S/BNTX\">生物科技公司</a>（纳斯达克：BNTX），特别是30岁以下的男性。</blockquote></p><p> The authorities are trying to establish whether the U.S. data also suggest a higher risk from Moderna’s (MRNA) vaccine in the population.</p><p><blockquote>当局正试图确定美国的数据是否也表明莫德纳公司（MRNA）疫苗在人群中的风险更高。</blockquote></p><p> <li>In June, the FDA moved to update the fact sheets of Pfizer (PFE)/ BioNTech (BNTX) and Moderna (MRNA) vaccines to reflect the likelihood of rare cases of heart&nbsp;inflammation following their administration.</p><p><blockquote><li>6月，FDA采取行动更新辉瑞（PFE）/BioNTech（BNTX）和Moderna（MRNA）疫苗的情况说明书，以反映接种后罕见心脏炎症病例的可能性。</li></blockquote></p><p>Moderna&nbsp;sink&nbsp;over&nbsp;2%&nbsp;in&nbsp;premarket&nbsp;trading.</p><p><blockquote>Moderna 在盘前交易中下跌超过 2%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/e4e9a64ce0c6eb83275b67dbd3b00b4c\" tg-width=\"917\" tg-height=\"391\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></li></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3732568-moderna-covid-19-vaccine-being-probed-in-us-for-higher-than-expected-risk-of-side-effect\">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":{"PFE":"辉瑞","MRNA":"Moderna, Inc.","BNTX":"BioNTech SE"},"source_url":"https://seekingalpha.com/news/3732568-moderna-covid-19-vaccine-being-probed-in-us-for-higher-than-expected-risk-of-side-effect","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189046360","content_text":"(Update: August 20, 2021 at 5:59 a.m. ET)\nThe federal health officials are investigating whether the COVID-19 vaccine developed by Moderna, Inc. (NASDAQ: MRNA)is linked to even a higher risk of a rare side effect called myocarditis in younger adults than initially expected, The WashingtonPost reported citing people familiar with the matter.\nThe people have stressed that the side effect affecting the heart “probably” continues to be uncommon. The probe has involved the officials from the Food and Drug Administration (FDA) and the Centers for Disease Control and Prevention (CDC).\nThe investigation is reportedly focused on emerging data from Canada indicating that the vaccine carries a higher risk in the younger population than that from the rival COVID-19 shot from Pfizer (NYSE: PFE) and BioNTech SE (NASDAQ: BNTX), in males below the age of 30 or so in particular.\nThe authorities are trying to establish whether the U.S. data also suggest a higher risk from Moderna’s (MRNA) vaccine in the population.\nIn June, the FDA moved to update the fact sheets of Pfizer (PFE)/ BioNTech (BNTX) and Moderna (MRNA) vaccines to reflect the likelihood of rare cases of heart inflammation following their administration.Moderna sink over 2% in premarket trading.","news_type":1,"symbols_score_info":{"BNTX":0.9,"MRNA":0.9,"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831768815,"gmtCreate":1629350315537,"gmtModify":1633685476404,"author":{"id":"3577464386301571","authorId":"3577464386301571","name":"kelvinseech","avatar":"https://static.tigerbbs.com/fa4b33df37044967fd669e37ffd98983","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577464386301571","idStr":"3577464386301571"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831768815","repostId":"1152703663","repostType":4,"isVote":1,"tweetType":1,"viewCount":1066,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839984404,"gmtCreate":1629117045108,"gmtModify":1633687306488,"author":{"id":"3577464386301571","authorId":"3577464386301571","name":"kelvinseech","avatar":"https://static.tigerbbs.com/fa4b33df37044967fd669e37ffd98983","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577464386301571","idStr":"3577464386301571"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839984404","repostId":"1101175809","repostType":4,"isVote":1,"tweetType":1,"viewCount":955,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894635128,"gmtCreate":1628820787064,"gmtModify":1633689207859,"author":{"id":"3577464386301571","authorId":"3577464386301571","name":"kelvinseech","avatar":"https://static.tigerbbs.com/fa4b33df37044967fd669e37ffd98983","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577464386301571","idStr":"3577464386301571"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/894635128","repostId":"1180393666","repostType":4,"isVote":1,"tweetType":1,"viewCount":876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892894590,"gmtCreate":1628647087310,"gmtModify":1633745416586,"author":{"id":"3577464386301571","authorId":"3577464386301571","name":"kelvinseech","avatar":"https://static.tigerbbs.com/fa4b33df37044967fd669e37ffd98983","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577464386301571","idStr":"3577464386301571"},"themes":[],"title":"","htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/892894590","repostId":"1173905680","repostType":4,"repost":{"id":"1173905680","kind":"news","pubTimestamp":1628640116,"share":"https://www.laohunote.com/m/news/1173905680?lang=zh_CN&edition=full","pubTime":"2021-08-11 08:01","market":"us","language":"en","title":"FuboTV stock jumps more than 10% after sports-focused streamer predicts sales will double in 2021<blockquote>专注于体育的流媒体预测 2021 年销售额将翻一番，FuboTV 股价上涨超过 10%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1173905680","media":"Market Wacth","summary":"FuboTV Inc. easily surpassed expectations for sales growth in the second quarter and executives incr","content":"<p>FuboTV Inc. easily surpassed expectations for sales growth in the second quarter and executives increased their forecast, calling for full-year revenue to more than double, sending shares more than 10% higher in after-hours trading Tuesday.</p><p><blockquote>FuboTV Inc. 第二季度销售增长轻松超出预期，高管们上调了预测，呼吁全年收入增加一倍以上，周二盘后交易中股价上涨 10% 以上。</blockquote></p><p> FuboFUBO,reported a second-quarter loss of $94.9 million, or 68 cents a share, on sales of $130.9 million, up from $44.2 million a year ago. After adjusting for stock-based compensation and other costs, the company reported losses of 38 cents a share, an improvement from $2.46 a share in the year-ago quarter.<img src=\"https://static.tigerbbs.com/148e24541cd0643b7ace0b90ef43196a\" tg-width=\"935\" tg-height=\"730\" referrerpolicy=\"no-referrer\">Analysts on average expected adjusted losses of 49 cents a share on revenue of $121.4 million, according to FactSet, after the company forecast sales of $120 million to $122 million. Shares soared more than 10% higher in the extended session, after closing with a 2.5% gain at $28.64.</p><p><blockquote>FuboFUBO 公布第二季度亏损 9490 万美元，即每股亏损 68 美分，销售额为 1.309 亿美元，高于去年同期的 4420 万美元。在调整股票薪酬和其他成本后，该公司报告每股亏损 38 美分，较去年同期的每股 2.46 美元有所改善。FactSet 的数据显示，分析师平均预计调整后每股亏损 49 美分，营收为 1.214 亿美元，此前该公司预测销售额为 1.2 亿至 1.22 亿美元。股价在延长交易时段飙升超过 10%，收盘上涨 2.5%，至 28.64 美元。</blockquote></p><p> In response, Fubo executives increased their full-year guidance for revenue to $560 million to $570 million, after previously stating $520 million to $530 million; FuboTV reported 2020 sales of $268.8 million. After ending the quarter with 681,721 subscribers, Fubo executives predicted that total would top 900,000 at the end of the year, increasing the forecast to 910,000 to 920,000 from 830,000 to 850,000 previously.</p><p><blockquote>作为回应，富博高管将全年收入指引上调至 5.6 亿至 5.7 亿美元，此前该指引为 5.2 亿至 5.3 亿美元；FuboTV 报告 2020 年销售额为 2.688 亿美元。在本季度末拥有 681,721 名用户后，富博高管预测今年年底总用户数将突破 90 万，将预测从之前的 83 万至 85 万上调至 91 万至 92 万。</blockquote></p><p> For the third quarter, executives expect subscribers to top 800,000, guiding for 810,000 to 820,000 at the end of the period, leading to quarterly revenue of $140 million to $144 million. Analysts on average were expecting third-quarter revenue of $128.5 million, according to FactSet.</p><p><blockquote>对于第三季度，高管们预计订户将超过 80 万，预计期末订户将达到 81 万至 82 万，季度收入将达到 1.4 亿至 1.44 亿美元。FactSet 的数据显示，分析师平均预计第三季度营收为 1.285 亿美元。</blockquote></p><p> Fubo offers a sports-focused streaming service, and hopes to launch a sportsbook offering that will combine gambling options with the live events it airs. Executives said Tuesday that the company is on track to launch that offering before the end of the year, and offered a preview.</p><p><blockquote>Fubo 提供专注于体育的流媒体服务，并希望推出一款体育博彩产品，将赌博选项与其播出的直播赛事相结合。高管们周二表示，该公司有望在年底前推出该产品，并提供了预览。</blockquote></p><p> “We’re excited to preview for the first time today how the Fubo Sportsbook app will immediately and in real-time update with relevant bets based on what the user is watching — even as they change the channel to a new game,” executives wrote ina letter to investorsTuesday. “This invisible connection between streaming video and our mobile betting app is a feature we believe only FuboTV can bring to market.”</p><p><blockquote>“高管们在周二给投资者的信中写道：”我们很高兴今天首次预览了富博体育博彩应用程序将如何根据用户正在观看的内容立即实时更新相关投注--即使用户将频道切换到新的比赛。“流媒体视频与我们的移动投注应用程序之间的这种无形联系，我们相信只有 FuboTV 才能将其推向市场。”</blockquote></p><p> After going public late last year, Fubo stock shot higher toward the end of last year, but has calmed down of late while still valuing the company at roughly $4 billion. Shares are up 186.4% in the past year, but down 37.5% in the past six months, as the S&amp;P 500 indexSPX,+0.10%has gained 31.9% and 13.4% in those periods.<img src=\"https://static.tigerbbs.com/bbdcbd4d029585377cb50eb4b75d7998\" tg-width=\"710\" tg-height=\"522\" width=\"100%\" height=\"auto\"></p><p><blockquote>去年底上市后，富博股价在去年底飙升，但最近有所平静，同时公司估值仍约为 40 亿美元。该股在过去一年上涨了 186.4%，但在过去六个月中下跌了 37.5%，因为标普500指数 SPX,+0.10% 在此期间上涨了 31.9% 和 13.4%。</blockquote></p><p></p>","source":"lsy1604288433698","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>FuboTV stock jumps more than 10% after sports-focused streamer predicts sales will double in 2021<blockquote>专注于体育的流媒体预测 2021 年销售额将翻一番，FuboTV 股价上涨超过 10%</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\">\nFuboTV stock jumps more than 10% after sports-focused streamer predicts sales will double in 2021<blockquote>专注于体育的流媒体预测 2021 年销售额将翻一番，FuboTV 股价上涨超过 10%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Market Wacth</strong><span class=\"h-time small\">2021-08-11 08:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p>FuboTV Inc. easily surpassed expectations for sales growth in the second quarter and executives increased their forecast, calling for full-year revenue to more than double, sending shares more than 10% higher in after-hours trading Tuesday.</p><p><blockquote>FuboTV Inc. 第二季度销售增长轻松超出预期，高管们上调了预测，呼吁全年收入增加一倍以上，周二盘后交易中股价上涨 10% 以上。</blockquote></p><p> FuboFUBO,reported a second-quarter loss of $94.9 million, or 68 cents a share, on sales of $130.9 million, up from $44.2 million a year ago. After adjusting for stock-based compensation and other costs, the company reported losses of 38 cents a share, an improvement from $2.46 a share in the year-ago quarter.<img src=\"https://static.tigerbbs.com/148e24541cd0643b7ace0b90ef43196a\" tg-width=\"935\" tg-height=\"730\" referrerpolicy=\"no-referrer\">Analysts on average expected adjusted losses of 49 cents a share on revenue of $121.4 million, according to FactSet, after the company forecast sales of $120 million to $122 million. Shares soared more than 10% higher in the extended session, after closing with a 2.5% gain at $28.64.</p><p><blockquote>FuboFUBO 公布第二季度亏损 9490 万美元，即每股亏损 68 美分，销售额为 1.309 亿美元，高于去年同期的 4420 万美元。在调整股票薪酬和其他成本后，该公司报告每股亏损 38 美分，较去年同期的每股 2.46 美元有所改善。FactSet 的数据显示，分析师平均预计调整后每股亏损 49 美分，营收为 1.214 亿美元，此前该公司预测销售额为 1.2 亿至 1.22 亿美元。股价在延长交易时段飙升超过 10%，收盘上涨 2.5%，至 28.64 美元。</blockquote></p><p> In response, Fubo executives increased their full-year guidance for revenue to $560 million to $570 million, after previously stating $520 million to $530 million; FuboTV reported 2020 sales of $268.8 million. After ending the quarter with 681,721 subscribers, Fubo executives predicted that total would top 900,000 at the end of the year, increasing the forecast to 910,000 to 920,000 from 830,000 to 850,000 previously.</p><p><blockquote>作为回应，富博高管将全年收入指引上调至 5.6 亿至 5.7 亿美元，此前该指引为 5.2 亿至 5.3 亿美元；FuboTV 报告 2020 年销售额为 2.688 亿美元。在本季度末拥有 681,721 名用户后，富博高管预测今年年底总用户数将突破 90 万，将预测从之前的 83 万至 85 万上调至 91 万至 92 万。</blockquote></p><p> For the third quarter, executives expect subscribers to top 800,000, guiding for 810,000 to 820,000 at the end of the period, leading to quarterly revenue of $140 million to $144 million. Analysts on average were expecting third-quarter revenue of $128.5 million, according to FactSet.</p><p><blockquote>对于第三季度，高管们预计订户将超过 80 万，预计期末订户将达到 81 万至 82 万，季度收入将达到 1.4 亿至 1.44 亿美元。FactSet 的数据显示，分析师平均预计第三季度营收为 1.285 亿美元。</blockquote></p><p> Fubo offers a sports-focused streaming service, and hopes to launch a sportsbook offering that will combine gambling options with the live events it airs. Executives said Tuesday that the company is on track to launch that offering before the end of the year, and offered a preview.</p><p><blockquote>Fubo 提供专注于体育的流媒体服务，并希望推出一款体育博彩产品，将赌博选项与其播出的直播赛事相结合。高管们周二表示，该公司有望在年底前推出该产品，并提供了预览。</blockquote></p><p> “We’re excited to preview for the first time today how the Fubo Sportsbook app will immediately and in real-time update with relevant bets based on what the user is watching — even as they change the channel to a new game,” executives wrote ina letter to investorsTuesday. “This invisible connection between streaming video and our mobile betting app is a feature we believe only FuboTV can bring to market.”</p><p><blockquote>“高管们在周二给投资者的信中写道：”我们很高兴今天首次预览了富博体育博彩应用程序将如何根据用户正在观看的内容立即实时更新相关投注--即使用户将频道切换到新的比赛。“流媒体视频与我们的移动投注应用程序之间的这种无形联系，我们相信只有 FuboTV 才能将其推向市场。”</blockquote></p><p> After going public late last year, Fubo stock shot higher toward the end of last year, but has calmed down of late while still valuing the company at roughly $4 billion. Shares are up 186.4% in the past year, but down 37.5% in the past six months, as the S&amp;P 500 indexSPX,+0.10%has gained 31.9% and 13.4% in those periods.<img src=\"https://static.tigerbbs.com/bbdcbd4d029585377cb50eb4b75d7998\" tg-width=\"710\" tg-height=\"522\" width=\"100%\" height=\"auto\"></p><p><blockquote>去年底上市后，富博股价在去年底飙升，但最近有所平静，同时公司估值仍约为 40 亿美元。该股在过去一年上涨了 186.4%，但在过去六个月中下跌了 37.5%，因为标普500指数 SPX,+0.10% 在此期间上涨了 31.9% 和 13.4%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/fubotv-stock-jumps-more-than-10-after-sports-focused-streamer-predicts-sales-will-double-in-2021-11628630937\">Market Wacth</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":{"FUBO":"fuboTV Inc."},"source_url":"https://www.marketwatch.com/story/fubotv-stock-jumps-more-than-10-after-sports-focused-streamer-predicts-sales-will-double-in-2021-11628630937","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173905680","content_text":"FuboTV Inc. easily surpassed expectations for sales growth in the second quarter and executives increased their forecast, calling for full-year revenue to more than double, sending shares more than 10% higher in after-hours trading Tuesday.\nFuboFUBO,reported a second-quarter loss of $94.9 million, or 68 cents a share, on sales of $130.9 million, up from $44.2 million a year ago. After adjusting for stock-based compensation and other costs, the company reported losses of 38 cents a share, an improvement from $2.46 a share in the year-ago quarter.Analysts on average expected adjusted losses of 49 cents a share on revenue of $121.4 million, according to FactSet, after the company forecast sales of $120 million to $122 million. Shares soared more than 10% higher in the extended session, after closing with a 2.5% gain at $28.64.\nIn response, Fubo executives increased their full-year guidance for revenue to $560 million to $570 million, after previously stating $520 million to $530 million; FuboTV reported 2020 sales of $268.8 million. After ending the quarter with 681,721 subscribers, Fubo executives predicted that total would top 900,000 at the end of the year, increasing the forecast to 910,000 to 920,000 from 830,000 to 850,000 previously.\nFor the third quarter, executives expect subscribers to top 800,000, guiding for 810,000 to 820,000 at the end of the period, leading to quarterly revenue of $140 million to $144 million. Analysts on average were expecting third-quarter revenue of $128.5 million, according to FactSet.\nFubo offers a sports-focused streaming service, and hopes to launch a sportsbook offering that will combine gambling options with the live events it airs. Executives said Tuesday that the company is on track to launch that offering before the end of the year, and offered a preview.\n“We’re excited to preview for the first time today how the Fubo Sportsbook app will immediately and in real-time update with relevant bets based on what the user is watching — even as they change the channel to a new game,” executives wrote ina letter to investorsTuesday. “This invisible connection between streaming video and our mobile betting app is a feature we believe only FuboTV can bring to market.”\nAfter going public late last year, Fubo stock shot higher toward the end of last year, but has calmed down of late while still valuing the company at roughly $4 billion. Shares are up 186.4% in the past year, but down 37.5% in the past six months, as the S&P 500 indexSPX,+0.10%has gained 31.9% and 13.4% in those periods.","news_type":1,"symbols_score_info":{"FUBO":0.9}},"isVote":1,"tweetType":1,"viewCount":931,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899927064,"gmtCreate":1628153595658,"gmtModify":1633753108997,"author":{"id":"3577464386301571","authorId":"3577464386301571","name":"kelvinseech","avatar":"https://static.tigerbbs.com/fa4b33df37044967fd669e37ffd98983","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577464386301571","idStr":"3577464386301571"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/899927064","repostId":"2157438810","repostType":4,"isVote":1,"tweetType":1,"viewCount":920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":179499361,"gmtCreate":1626569695453,"gmtModify":1633925861514,"author":{"id":"3577464386301571","authorId":"3577464386301571","name":"kelvinseech","avatar":"https://static.tigerbbs.com/fa4b33df37044967fd669e37ffd98983","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577464386301571","idStr":"3577464386301571"},"themes":[],"title":"","htmlText":"Like n comment please&nbsp;","listText":"Like n comment please&nbsp;","text":"Like n comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/179499361","repostId":"2152968147","repostType":4,"isVote":1,"tweetType":1,"viewCount":856,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894635128,"gmtCreate":1628820787064,"gmtModify":1633689207859,"author":{"id":"3577464386301571","authorId":"3577464386301571","name":"kelvinseech","avatar":"https://static.tigerbbs.com/fa4b33df37044967fd669e37ffd98983","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577464386301571","idStr":"3577464386301571"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like 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please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/173455298","repostId":"1111084715","repostType":4,"isVote":1,"tweetType":1,"viewCount":676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":861249139,"gmtCreate":1632503018521,"gmtModify":1632714900596,"author":{"id":"3577464386301571","authorId":"3577464386301571","name":"kelvinseech","avatar":"https://static.tigerbbs.com/fa4b33df37044967fd669e37ffd98983","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577464386301571","idStr":"3577464386301571"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/861249139","repostId":"1104085778","repostType":4,"isVote":1,"tweetType":1,"viewCount":1068,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":818114024,"gmtCreate":1630383619068,"gmtModify":1704959486045,"author":{"id":"3577464386301571","authorId":"3577464386301571","name":"kelvinseech","avatar":"https://static.tigerbbs.com/fa4b33df37044967fd669e37ffd98983","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577464386301571","idStr":"3577464386301571"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/818114024","repostId":"2163833181","repostType":4,"isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899927064,"gmtCreate":1628153595658,"gmtModify":1633753108997,"author":{"id":"3577464386301571","authorId":"3577464386301571","name":"kelvinseech","avatar":"https://static.tigerbbs.com/fa4b33df37044967fd669e37ffd98983","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577464386301571","idStr":"3577464386301571"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/899927064","repostId":"2157438810","repostType":4,"isVote":1,"tweetType":1,"viewCount":920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178055356,"gmtCreate":1626775111575,"gmtModify":1633771162795,"author":{"id":"3577464386301571","authorId":"3577464386301571","name":"kelvinseech","avatar":"https://static.tigerbbs.com/fa4b33df37044967fd669e37ffd98983","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577464386301571","idStr":"3577464386301571"},"themes":[],"title":"","htmlText":"Like and comment please","listText":"Like and comment please","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/178055356","repostId":"1167258014","repostType":4,"repost":{"id":"1167258014","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":1626773582,"share":"https://www.laohunote.com/m/news/1167258014?lang=zh_CN&edition=full","pubTime":"2021-07-20 17:33","market":"us","language":"en","title":"Is Now The Time To Buy Into Nvidia, AMC, Or GameStop?<blockquote>现在是买入英伟达、AMC 或游戏驿站的时候了吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1167258014","media":"Benzinga Earnings","summary":"These stocks are seeing high retail investor interest on social media at press time early Tuesday.\nN","content":"<p>These stocks are seeing high retail investor interest on social media at press time early Tuesday.</p><p><blockquote>截至周二早些时候记者发稿时，这些股票在社交媒体上引起了散户投资者的浓厚兴趣。</blockquote></p><p> <b>NVIDIA Corporation</b>(NASDAQ:NVDA): The technology multinational known for graphics processing units trended as thetop name on r/WallStreetBetsor WSB at press time.</p><p><blockquote><b>英伟达公司</b>（纳斯达克股票代码：NVDA）：截至发稿时，这家以图形处理单元闻名的科技跨国公司已成为 r/WallStreetBetsor WSB 上的头号公司。</blockquote></p><p> The company’s shares will be split 4-for-1 on Tuesday morning. David Green, a veteran trader, said he wants to“be long NVIDIA”on Monday.</p><p><blockquote>该公司股票将于周二上午进行 4 比 1 的分割。资深交易员大卫-格林（David Green）周一表示，他想 “做多英伟达”。</blockquote></p><p> “We will get a lot of action once we have earnings coming out,” said Green.</p><p><blockquote>“格林说：”一旦财报公布，我们将采取很多行动。</blockquote></p><p> The company’s next quarterly numbers release is scheduled for August 18. As per the first-quarter numbers released in May, NVIDIA recorded earnings per share of $3.66 which beat the estimated EPS of $3.28.</p><p><blockquote>该公司的下一季度数据定于 8 月 18 日发布。根据 5 月份发布的第一季度数据，英伟达每股收益为 3.66 美元，超过预期的每股收益 3.28 美元。</blockquote></p><p> NVIDIA shares have appreciated 43.9% since the year began. On Monday, the company’s shares closed 3.41% higher in the regular session at $751.19 and rose another 1.17% in the after-hours trading to $760.</p><p><blockquote>自今年年初以来，英伟达股价已上涨 43.9%。周一，该公司股价在常规交易时段收盘上涨 3.41%，报 751.19 美元，在盘后交易中又上涨 1.17%，报 760 美元。</blockquote></p><p> <b>AMC Entertainment Holdings Inc</b>(NYSE:AMC): The theater chain’s shares saw high interest from retail traders.On Monday, AMC announced that it hadreached an agreementwith real estate firm Caruso to reopen The Grove Theatre and The Americana at Brand Theatre— two of the top-grossing movie theaters in Los Angeles.</p><p><blockquote><b>AMC院线控股公司</b>(纽约证券交易所股票代码：AMC）： 这家连锁影院的股票引起了零售商的浓厚兴趣。周一，AMC 宣布已与房地产公司 Caruso 达成协议，重新开放 Grove Theatre 和 Americana at Brand Theatre——洛杉矶票房最高的两家电影院。</blockquote></p><p> This month, AMC decidednot to vote ona previously announced$25 million share offering, which would have allowed it to raise cash as it reels under the impact of COVID-19.</p><p><blockquote>本月，AMC 决定不对 ona 此前宣布的 2500 万美元股票发行进行投票，这将使其能够在受到 COVID-19 影响时筹集现金。</blockquote></p><p> AMC shares have spiked 1,533% since the year began. On Friday, AMC shares closed 0.97% lower at $34.62 in the regular session and rose nearly 0.9% in the after-hours trading.</p><p><blockquote>自年初以来，AMC 股价已飙升 1,533%。周五，AMC 股价在常规交易时段收盘下跌 0.97%，至 34.62 美元，在盘后交易中上涨近 0.9%。</blockquote></p><p> <b>GameStop Corporation</b>(NYSE:GME): The video game retailer trended among retail investors on Monday as it outperformed the wider market. On Monday key U.S. indices such as the S&amp;P 500 and NASDAQ ended in the red by 1.59% and 1.06% respectively.</p><p><blockquote><b>游戏驿站公司</b>（纽约证券交易所股票代码：GME）：这家视频游戏零售商周一在散户投资者中走势良好，表现优于大盘。周一，标普500和纳斯达克等美国主要股指分别下跌1.59%和1.06%。</blockquote></p><p> On the same day, GameStop shares traded 2.63% higher at $173.49 in the regular session. The shares declined nearly 0.3% in the after-hours trading.</p><p><blockquote>同一天，游戏驿站股价在常规交易时段上涨2.63%，至173.49美元。该股在盘后交易中下跌近0.3%。</blockquote></p><p> The primary reason for the market's fall was mounting worries aboutrising in COVID-19 cases— particularly due to the Delta variant and its impact on global economic recovery.</p><p><blockquote>市场下跌的主要原因是人们对新冠肺炎病例的担忧日益加剧，特别是由于德尔塔变异毒株及其对全球经济复苏的影响。</blockquote></p><p> At the same time, video games are increasingly popular with NewZooestimatespointing to a CAGR of 8.7% between 2019 to 2024. NewZoo estimates gaming will cross the $200 billion mark in 2023.</p><p><blockquote>与此同时，视频游戏越来越受欢迎，Newzoo 估计 2019 年至 2024 年间的复合年增长率为 8.7%。NewZoo 估计 2023 年博彩业将突破 2000 亿美元大关。</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>Is Now The Time To Buy Into Nvidia, AMC, Or GameStop?<blockquote>现在是买入英伟达、AMC 或游戏驿站的时候了吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Now The Time To Buy Into Nvidia, AMC, Or GameStop?<blockquote>现在是买入英伟达、AMC 或游戏驿站的时候了吗？</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\">2021-07-20 17:33</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>These stocks are seeing high retail investor interest on social media at press time early Tuesday.</p><p><blockquote>截至周二早些时候记者发稿时，这些股票在社交媒体上引起了散户投资者的浓厚兴趣。</blockquote></p><p> <b>NVIDIA Corporation</b>(NASDAQ:NVDA): The technology multinational known for graphics processing units trended as thetop name on r/WallStreetBetsor WSB at press time.</p><p><blockquote><b>英伟达公司</b>（纳斯达克股票代码：NVDA）：截至发稿时，这家以图形处理单元闻名的科技跨国公司已成为 r/WallStreetBetsor WSB 上的头号公司。</blockquote></p><p> The company’s shares will be split 4-for-1 on Tuesday morning. David Green, a veteran trader, said he wants to“be long NVIDIA”on Monday.</p><p><blockquote>该公司股票将于周二上午进行 4 比 1 的分割。资深交易员大卫-格林（David Green）周一表示，他想 “做多英伟达”。</blockquote></p><p> “We will get a lot of action once we have earnings coming out,” said Green.</p><p><blockquote>“格林说：”一旦财报公布，我们将采取很多行动。</blockquote></p><p> The company’s next quarterly numbers release is scheduled for August 18. As per the first-quarter numbers released in May, NVIDIA recorded earnings per share of $3.66 which beat the estimated EPS of $3.28.</p><p><blockquote>该公司的下一季度数据定于 8 月 18 日发布。根据 5 月份发布的第一季度数据，英伟达每股收益为 3.66 美元，超过预期的每股收益 3.28 美元。</blockquote></p><p> NVIDIA shares have appreciated 43.9% since the year began. On Monday, the company’s shares closed 3.41% higher in the regular session at $751.19 and rose another 1.17% in the after-hours trading to $760.</p><p><blockquote>自今年年初以来，英伟达股价已上涨 43.9%。周一，该公司股价在常规交易时段收盘上涨 3.41%，报 751.19 美元，在盘后交易中又上涨 1.17%，报 760 美元。</blockquote></p><p> <b>AMC Entertainment Holdings Inc</b>(NYSE:AMC): The theater chain’s shares saw high interest from retail traders.On Monday, AMC announced that it hadreached an agreementwith real estate firm Caruso to reopen The Grove Theatre and The Americana at Brand Theatre— two of the top-grossing movie theaters in Los Angeles.</p><p><blockquote><b>AMC院线控股公司</b>(纽约证券交易所股票代码：AMC）： 这家连锁影院的股票引起了零售商的浓厚兴趣。周一，AMC 宣布已与房地产公司 Caruso 达成协议，重新开放 Grove Theatre 和 Americana at Brand Theatre——洛杉矶票房最高的两家电影院。</blockquote></p><p> This month, AMC decidednot to vote ona previously announced$25 million share offering, which would have allowed it to raise cash as it reels under the impact of COVID-19.</p><p><blockquote>本月，AMC 决定不对 ona 此前宣布的 2500 万美元股票发行进行投票，这将使其能够在受到 COVID-19 影响时筹集现金。</blockquote></p><p> AMC shares have spiked 1,533% since the year began. On Friday, AMC shares closed 0.97% lower at $34.62 in the regular session and rose nearly 0.9% in the after-hours trading.</p><p><blockquote>自年初以来，AMC 股价已飙升 1,533%。周五，AMC 股价在常规交易时段收盘下跌 0.97%，至 34.62 美元，在盘后交易中上涨近 0.9%。</blockquote></p><p> <b>GameStop Corporation</b>(NYSE:GME): The video game retailer trended among retail investors on Monday as it outperformed the wider market. On Monday key U.S. indices such as the S&amp;P 500 and NASDAQ ended in the red by 1.59% and 1.06% respectively.</p><p><blockquote><b>游戏驿站公司</b>（纽约证券交易所股票代码：GME）：这家视频游戏零售商周一在散户投资者中走势良好，表现优于大盘。周一，标普500和纳斯达克等美国主要股指分别下跌1.59%和1.06%。</blockquote></p><p> On the same day, GameStop shares traded 2.63% higher at $173.49 in the regular session. The shares declined nearly 0.3% in the after-hours trading.</p><p><blockquote>同一天，游戏驿站股价在常规交易时段上涨2.63%，至173.49美元。该股在盘后交易中下跌近0.3%。</blockquote></p><p> The primary reason for the market's fall was mounting worries aboutrising in COVID-19 cases— particularly due to the Delta variant and its impact on global economic recovery.</p><p><blockquote>市场下跌的主要原因是人们对新冠肺炎病例的担忧日益加剧，特别是由于德尔塔变异毒株及其对全球经济复苏的影响。</blockquote></p><p> At the same time, video games are increasingly popular with NewZooestimatespointing to a CAGR of 8.7% between 2019 to 2024. NewZoo estimates gaming will cross the $200 billion mark in 2023.</p><p><blockquote>与此同时，视频游戏越来越受欢迎，Newzoo 估计 2019 年至 2024 年间的复合年增长率为 8.7%。NewZoo 估计 2023 年博彩业将突破 2000 亿美元大关。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TIME":"Clockwise Core Equity & Innovation ETF","AMC":"AMC院线","NVDA":"英伟达","GME":"游戏驿站"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167258014","content_text":"These stocks are seeing high retail investor interest on social media at press time early Tuesday.\nNVIDIA Corporation(NASDAQ:NVDA): The technology multinational known for graphics processing units trended as thetop name on r/WallStreetBetsor WSB at press time.\nThe company’s shares will be split 4-for-1 on Tuesday morning. David Green, a veteran trader, said he wants to“be long NVIDIA”on Monday.\n“We will get a lot of action once we have earnings coming out,” said Green.\nThe company’s next quarterly numbers release is scheduled for August 18. As per the first-quarter numbers released in May, NVIDIA recorded earnings per share of $3.66 which beat the estimated EPS of $3.28.\nNVIDIA shares have appreciated 43.9% since the year began. On Monday, the company’s shares closed 3.41% higher in the regular session at $751.19 and rose another 1.17% in the after-hours trading to $760.\nAMC Entertainment Holdings Inc(NYSE:AMC): The theater chain’s shares saw high interest from retail traders.On Monday, AMC announced that it hadreached an agreementwith real estate firm Caruso to reopen The Grove Theatre and The Americana at Brand Theatre— two of the top-grossing movie theaters in Los Angeles.\nThis month, AMC decidednot to vote ona previously announced$25 million share offering, which would have allowed it to raise cash as it reels under the impact of COVID-19.\nAMC shares have spiked 1,533% since the year began. On Friday, AMC shares closed 0.97% lower at $34.62 in the regular session and rose nearly 0.9% in the after-hours trading.\nGameStop Corporation(NYSE:GME): The video game retailer trended among retail investors on Monday as it outperformed the wider market. On Monday key U.S. indices such as the S&P 500 and NASDAQ ended in the red by 1.59% and 1.06% respectively.\nOn the same day, GameStop shares traded 2.63% higher at $173.49 in the regular session. The shares declined nearly 0.3% in the after-hours trading.\nThe primary reason for the market's fall was mounting worries aboutrising in COVID-19 cases— particularly due to the Delta variant and its impact on global economic recovery.\nAt the same time, video games are increasingly popular with NewZooestimatespointing to a CAGR of 8.7% between 2019 to 2024. NewZoo estimates gaming will cross the $200 billion mark in 2023.","news_type":1,"symbols_score_info":{"NVDA":0.9,"TIME":0.9,"GME":0.9,"AMC":0.9,"TWX":0.9}},"isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179407434,"gmtCreate":1626569616828,"gmtModify":1633925863018,"author":{"id":"3577464386301571","authorId":"3577464386301571","name":"kelvinseech","avatar":"https://static.tigerbbs.com/fa4b33df37044967fd669e37ffd98983","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577464386301571","idStr":"3577464386301571"},"themes":[],"title":"","htmlText":"Like and comment please","listText":"Like and comment please","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/179407434","repostId":"1139907709","repostType":4,"repost":{"id":"1139907709","kind":"news","pubTimestamp":1626568617,"share":"https://www.laohunote.com/m/news/1139907709?lang=zh_CN&edition=full","pubTime":"2021-07-18 08:36","market":"hk","language":"en","title":"Wall Street Crime And Punishment: Thomas F. Quinn's Mad, Mad, Mad, Mad World<blockquote>华尔街犯罪与惩罚：托马斯·F·奎因的疯狂、疯狂、疯狂、疯狂的世界</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1139907709","media":"Benzinga","summary":"Does crime pay?\nIn August 1988, French authorities arrested an American expatriate named Thomas F. Q","content":"<p><div> Does crime pay? In August 1988, French authorities arrested an American expatriate named Thomas F. Quinn for orchestrating a global securities scheme that defrauded investors out of $500 million. As ...</p><p><blockquote><div>犯罪有报酬吗？1988年8月，法国当局逮捕了一名名叫托马斯·F·奎因的美国侨民，罪名是策划了一项全球证券计划，骗取了投资者5亿美元。作为……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/government/21/07/21990476/wall-street-crime-and-punishment-thomas-f-quinns-mad-mad-mad-mad-world\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/government/21/07/21990476/wall-street-crime-and-punishment-thomas-f-quinns-mad-mad-mad-mad-world\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Crime And Punishment: Thomas F. Quinn's Mad, Mad, Mad, Mad World<blockquote>华尔街犯罪与惩罚：托马斯·F·奎因的疯狂、疯狂、疯狂、疯狂的世界</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\">\nWall Street Crime And Punishment: Thomas F. Quinn's Mad, Mad, Mad, Mad World<blockquote>华尔街犯罪与惩罚：托马斯·F·奎因的疯狂、疯狂、疯狂、疯狂的世界</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-07-18 08:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Does crime pay? In August 1988, French authorities arrested an American expatriate named Thomas F. Quinn for orchestrating a global securities scheme that defrauded investors out of $500 million. As ...</p><p><blockquote><div>犯罪有报酬吗？1988年8月，法国当局逮捕了一名名叫托马斯·F·奎因的美国侨民，罪名是策划了一项全球证券计划，骗取了投资者5亿美元。作为……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/government/21/07/21990476/wall-street-crime-and-punishment-thomas-f-quinns-mad-mad-mad-mad-world\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/government/21/07/21990476/wall-street-crime-and-punishment-thomas-f-quinns-mad-mad-mad-mad-world\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/government/21/07/21990476/wall-street-crime-and-punishment-thomas-f-quinns-mad-mad-mad-mad-world\">Benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.benzinga.com/government/21/07/21990476/wall-street-crime-and-punishment-thomas-f-quinns-mad-mad-mad-mad-world","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139907709","content_text":"Does crime pay?\nIn August 1988, French authorities arrested an American expatriate named Thomas F. Quinn for orchestrating a global securities scheme that defrauded investors out of $500 million.\nAs an unapologetic financial miscreant with a lifelong penchant for fraud, the French escapade represented something of a career peak for Quinn, whose flair of swindling took on an astonishing level of organizing that left no corner of the world untouched.\nIllusory Assets For Sale:Thomas Francis Quinn was born in Brooklyn in 1932; his father drove a cement truck and his mother was a housewife who made extra money selling clothing and jewelry from the family’s garage.\nQuinn was an altar boy in his childhood and was the first member of his family to pursue higher education, graduating from St. John’s University Law School and passing the bar in 1962.\nQuinn opted to go into business for himself, starting a brokerage firm in New York called Thomas, Williams & Lee.The main focus of this firm became the promotion of Kent Industries,a company that claimed to own Florida property valued at $2 million.\nThere was a slight problem — Kent Industries didn’t own anything in the Sunshine State, and this inconvenient fact helped to introduce Quinn to the U.S. Securities and Exchange Commission (SEC).\nLong story short: Quinn received a lifetime banishment from the SEC in 1966 from doing business with brokers and dealers thanks to what the agency defined as his “flagrant fraudulent practices” related to the Kent Industries assets, which the regulator considered to be “almost completely illusory.”\nThe U.S. Department of Justice (DOJ) was a bit slower in dealing with Quinn, but by 1970 he was sent to jail for six months and was later permanently disbarred from practicing law.\nA Job With The Mob:Prior to losing his law license, Quinn gained a partnership in a New York-based securities law firm that set off several alarms among federal law enforcement agencies. Indeed, an FBI report from 1983 recalled this firm’s chief focus was being responsible for the “funds of hoodlum-controlled companies.”\nQuinn was on both the FBI’s and SEC’s respective radars in the early 1980s for his role with two companies,Sundance Gold Mining and Aquarius Gold Exploration, that claimed to have discovered gold in Suriname. The companies created a flurry of excitement among investors, but an investigation into their operations found a hitherto undeclared connection with the Genovese crime family.\nThe SEC filed a civil complaint against Quinn in 1983, charging him with fraudulently manipulating and promoting the companies’ stocks.\nThree years later, he reached a settlement with the regulator by agreeing to permanently stay away from anything related to securities.\nThe FBI, despite finding Mafia fingerprints in Quinn’s business affairs, declined to press charges against him.\nRealizing that he wore out his welcome in his home country, Quinn and his common-law wife Rochelle Rothfleisch decided to relocate to France and to up his game to an unprecedented operation.\nBoiler Room Follies:The circumstances and details of how Quinn built his swindling masterpiece are a bit fuzzy, but it is believed that the scheme was first hatched in 1984 and was coordinated out of his $6 million villa in the south of France.\nQuinn set up an archipelago of offices in several European countries and in Dubai, Jamaica and the tiny South Pacific island nation of Vanuatu, and he gave them phony names that sounded similar to respectable brokerages.\nEach office was staffed with salesmen who were tasked to sell stocks for 20 U.S. corporations to individual investors around the world. The stocks in question were mostly shell companies trading on the over-the-counter exchanges that Quinn picked up for pennies, but they were resold by Quinn’s salesmen at inflated amounts.\nThe investors were culled from mailing lists sold by publishing companies and professional organizations, as well as from respondents to advertisements placed in newsletters focused on the over-the-counter markets.\nQuinn’s henchmen would telephone the investors — nearly all of whom were novices to investing — and do a high-pressure sales spiel that, more often than not, resulted in the separation of the gullible targets from their money.\nQuinn’s team aimed at European, Australian, Middle Eastern and Hong Kong neophyte investors. The only country off-limits from this scheme was the U.S. Quinn was already on the FBI’s radar and the last thing he wanted was to give them cause to pursue him anew.\nA Temporary Setback: In 1988, Quinn’s arrest in France saw him charged with securities fraud, forgery of administrative documents and the possession of two fake Greek passports. His detention and the subsequent arrest of 20 of his salesmen created a fascinating dilemma for banking and law enforcement agencies in multiple countries.\nFor starters, no one could easily figure out where the majority of Quinn’s $500 million in ill-gotten gains wound up. Transfers were traced through banks in Switzerland, Luxembourg and Gibraltar, as well as the beleaguered Bank of Credit and Commerce International in Tampa, Florida, which gained national attention as a favored depository for those involved in drug money laundering. But where the money eventually landed was anyone’s guess, and Quinn’s talent for adopting aliases to cover his business tracks confounded investigators.\nAlso, it was unclear regarding how many people were swindled. A pair of class-action lawsuits brought out a total of 500 people trying to regain their money, but some observers of this case speculated the number could have been higher — some investors might have seen Quinn’s scam as a means of evading local taxes and foreign currency exchanges and would then have to answer to their authorities if this chicanery came to light.\nThe SEC got into the picture because the stocks being sold in the scheme were all U.S. companies. The agency hosted a meeting in Washington D.C. with law enforcement officers and prosecutors from eight European countries and Australia, with the hopes of sorting out the mess. But since no Americans were defrauded in this elaborate charade, Quinn did not face criminal charges in his own country, although the SEC temporarily froze his U.S. assets.\nIn France, Quinn was initially released after agreeing to reimburse his French victims but was arrested again when the Swiss government demanded his extradition.\nHe came to trial in 1991 and was only sentenced to four years in prison, but his sentence was reduced to include time served and he was extradited to Switzerland.\nHis Alpine detention was brief and by the mid-1990s he returned to the U.S. and rented a luxury home in Greenwich, Connecticut, a swanky suburb of New York City.\nAn Eventual Stumble:One of Quinn’s neighbors in Greenwich wasMartin Frankel,a financier with his own addiction to swindling.\nIn 1999, the Wall Street Journal used anonymous “people familiar with the matter” to claim Quinn assisted Frankel in his efforts to raise money for a controlled investment fund designed to buy insurance companies — but this turned out to be an embezzlement scam that resulted in Frankel fleeing the U.S. to Germany on a phony passport.\nFrankel was eventually extradited and spent nearly two decades in prison, but Quinn was never charged for being a partner in Frankel’s shenanigans.\nFor most of the 1990s and the 2000s, Quinn kept a very low public profile, although law enforcement tracked his travels to such far-flung places as the Maldives and the United Arab Emirates.\nIn 2004, he made a rare appearance at the Irish Derby as the co-owner of the winning thoroughbred Grey Swallow. Photographs of Quinn with the winning racehorse marked the only time that he was ever photographed in a public gathering. (Copyright restrictions prevent us from reprinting the photograph here, butthis linkon the RTE website shows Quinn, standing second from right, at the conclusion of the championship race.)\nIn November 2009, Quinn’s luck finally ran out. On a trip back from Ireland to New York’s JFK International Airport, he was arrested for his role within a ring of embezzlers that sought to defraud a pair of British telecommunications companies out of more than $60 million. The scheme had the global hallmarks of Quinn’s earlier criminal triumph, with funds being disbursed to seven countries across four continents.\nQuinn was immediately jailed upon his arrest and was denied bail because it was feared he would attempt to flee the country. He eventually pleaded guilty to a single count of wire fraud and, despite exhortations to avoid prison due to health problems, he was sentenced in March 2013 to 84 months in prison. He was released in May 2016.\nWhat became of Quinn since his release is unknown. No obituary for him has been published, and he would be 89 years old if he is still alive.\nOne information-tracking website listed him residing at a Brooklyn address, but the website also listed an accompanying telephone number that is not in service. Any readers who may have information on Quinn’s whereabouts should contact us and we will offer an update on his story.\nQuinn rarely spoke to anyone about his criminal activities. During an investigative session after his final arrest, he reportedly would only answer questions through a series of eyelid blinks. When a reporter sought to interview him in 1995, he demanded his privacy.\n\"Just forget me,\" Quinn said. \"I've got a lot of trouble and a lot of personal grief. I'm just trying to get on with my life. I'm not in the securities business and never will be again.\"","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":858043197,"gmtCreate":1634956300749,"gmtModify":1634956300749,"author":{"id":"3577464386301571","authorId":"3577464386301571","name":"kelvinseech","avatar":"https://static.tigerbbs.com/fa4b33df37044967fd669e37ffd98983","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577464386301571","idStr":"3577464386301571"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/858043197","repostId":"2177412634","repostType":4,"repost":{"id":"2177412634","kind":"highlight","pubTimestamp":1634950352,"share":"https://www.laohunote.com/m/news/2177412634?lang=zh_CN&edition=full","pubTime":"2021-10-23 08:52","market":"us","language":"en","title":"Apple faces supply-chain issues, but can its buying power keep earnings on track?<blockquote>苹果面临供应链问题，但其购买力能否保持盈利步入正轨？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2177412634","media":"MarketWatch","summary":"Apple earnings preview: Most valuable U.S. company faces same issues as other hardware makers, but i","content":"<p>Apple earnings preview: Most valuable U.S. company faces same issues as other hardware makers, but its status could help it withstand better than others</p><p><blockquote>苹果盈利预览：最有价值的美国公司面临着与其他硬件制造商相同的问题，但其地位可以帮助其比其他公司更好地承受</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a08f140d530f27e3d8519546232232f8\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Apple Inc. is scheduled to release its quarterly earnings report on Thursday afternoon.</span></p><p><blockquote><p class=\"t-img-caption\"><span>苹果公司定于周四下午发布季度收益报告。</span></p></blockquote></p><p> As supply constraints hit nearly every market, how much does the buying power of a $2.5 trillion electronics giant help?</p><p><blockquote>随着供应限制袭击几乎每个市场，一个2.5万亿美元的电子巨头的购买力有多大帮助？</blockquote></p><p> Investors are about to find out as Apple Inc.&nbsp;gears up for its Thursday afternoon earnings report. The company warned three months back that it expected greater impacts from supply-chain issues in the September quarter than it saw in the June quarter, but the global crunch appears to have intensified since Apple last faced investors -- a recent Bloomberg News report indicated that Apple was planning to cut its iPhone 13 production targets for the year due to component shortages.</p><p><blockquote>随着苹果公司为周四下午的收益报告做准备，投资者即将找到答案。该公司三个月前警告称，预计 9 月份季度供应链问题的影响将比 6 月份季度更大，但自苹果上次面对投资者以来，全球危机似乎有所加剧——彭博新闻社最近的一篇报道表明，由于零部件短缺，苹果计划削减今年 iPhone 13 的生产目标。</blockquote></p><p> In perhaps a sign of its confidence, Apple plowed ahead with numerous device launches in the past two months. The company held its traditional September iPhone launch event, which also featured Apple Watch and iPad introductions, and then it unveiled new MacBook Pros and AirPods a month later.</p><p><blockquote>苹果在过去两个月里推出了众多设备，这或许是其信心的表现。该公司举行了传统的9月份iPhone发布会，其中还介绍了苹果手表和iPad，一个月后又推出了新款MacBook Pros和AirPods。</blockquote></p><p> Potential supply constraints threaten to muddy an already uneventful iPhone launch and come at a crucial time for Apple as it heads into the holiday season. Even in less dramatic times for the global consumer-electronics industry, Apple has sometimes struggled to meet holiday-quarter demand for popular gift-giving items like its AirPods.</p><p><blockquote>潜在的供应限制可能会破坏本已平淡无奇的 iPhone 发布，并且正值苹果进入假期的关键时刻。即使在全球消费电子行业不那么戏剧性的时期，苹果有时也难以满足假日季度对 AirPods 等热门礼品的需求。</blockquote></p><p> Still, one analyst saw a potential positive for Apple amid the global disruption. If the company indeed faces component shortages that will impact its ability to get devices to consumers, its rivals could be feeling the crunch even more deeply, according to <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>'s Katy Huberty. Apple gets \"preferential treatment\" from its suppliers in tight situations, she argued, positioning it potentially to win market share during this stretch.</p><p><blockquote>尽管如此，一位分析师认为，在全球混乱的情况下，苹果可能会受到积极影响。据该公司称，如果该公司确实面临零部件短缺，从而影响其向消费者提供设备的能力，其竞争对手可能会更加深刻地感受到这种紧缩<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>是凯蒂·休伯蒂。她认为，在紧张的情况下，苹果会从供应商那里获得“优惠待遇”，这使其有可能在此期间赢得市场份额。</blockquote></p><p> D.A. Davidson analyst Tom Forte wrote that he was \"heartened\" to see relatively quick lead times for the products Apple announced in October. He'll be monitoring for the revenue and profit impacts of supply issues on Apple's earnings call.</p><p><blockquote>地方检察官Davidson 分析师 Tom Forte 写道，他“很高兴”看到苹果 10 月份宣布的产品相对较快的交货时间。他将监测供应问题对苹果盈利看涨期权的收入和利润的影响。</blockquote></p><p> HP Inc., one of those Apple rivals, painted a mixed picture recently as executives called out continued strong demand for the company's personal computers but noted that they expect shortages to persist into next year. The company faces a growing backlog.</p><p><blockquote>苹果的竞争对手之一惠普公司（HP Inc.）最近描绘了一幅喜忧参半的画面，高管们称该公司个人电脑的需求持续强劲，但指出他们预计短缺将持续到明年。该公司面临着不断增长的积压订单。</blockquote></p><p> It has been more than a year since Apple last issued a traditional financial outlook along with its earnings report, and it's unlikely that the company will go back to its old guidance-giving ways amid uncertainty about supply dynamics. Still, investors will be looking for some signals of how the latest iPhone line has performed in its first few weeks of availability as well as for broader indications of Apple's ability to manage supply-chain disruptions in the months ahead.</p><p><blockquote>距离苹果上次发布传统财务展望和收益报告已经过去一年多了，在供应动态的不确定性下，该公司不太可能回到旧的指导方式。尽管如此，投资者仍将寻找最新 iPhone 产品线在上市头几周表现的一些信号，以及苹果未来几个月管理供应链中断能力的更广泛迹象。</blockquote></p><p> <b>What to watch for</b></p><p><blockquote><b>注意什么</b></blockquote></p><p> <b>Earnings: </b>Analysts tracked by FactSet expect that Apple earned $1.24 a share in its fiscal fourth quarter, up from 73 cents a share in the year-earlier period. According to Estimize, which crowdsources projections from hedge funds, academics and others, the average earnings estimate calls for $1.33 a share.</p><p><blockquote><b>收益：</b>FactSet 追踪的分析师预计，苹果第四财季每股收益为 1.24 美元，高于去年同期的每股 73 美分。根据众包对冲基金、学者和其他人的预测，Estimize 估计评级的平均收益为每股 1.33 美元。</blockquote></p><p> <b>Revenue:</b> The FactSet consensus calls for September-quarter revenue of $84.99 billion, up from $64.7 billion a year prior. The average projection on Estimize is for $87.09 billion.</p><p><blockquote><b>收入：</b>FactSet 共识评级 9 月份季度收入为 849.9 亿美元，高于去年同期的 647 亿美元。Estimize 的平均预测为 870.9 亿美元。</blockquote></p><p> Analysts tracked by FactSet are looking for $41.16 billion in iPhone sales; $7.25 billion in iPad sales; $9.15 billion in Mac sales; $9.40 billion in wearables, home and accessories sales; and $17.70 billion in services revenue.</p><p><blockquote>FactSet 追踪的分析师预计 iPhone 销售额将达到 411.6 亿美元；iPad销售额72.5亿美元；Mac销售额91.5亿美元；可穿戴设备、家居和配件销售额达 94 亿美元；以及 177 亿美元的服务收入。</blockquote></p><p> <b>Stock movement:</b> Apple shares have fallen the day after each of the company's last four earnings reports. Shares have added 12.2% so far this year as the Dow Jones Industrial Average , which counts Apple as a component, has risen 16.6%.</p><p><blockquote><b>股票变动：</b>苹果股价在该公司最近四份收益报告发布后的第二天均下跌。今年迄今为止，股价已上涨 12.2%，道琼斯工业平均指数（包括苹果）已上涨 16.6%。</blockquote></p><p> Analysts remain generally upbeat about Apple's prospects: Of the 43 tracked by FactSet who cover Apple's stock, 32 have buy ratings, nine have hold ratings, and two have sell ratings. The average price target listed is $167.32, which is 12.5% above recent levels.</p><p><blockquote>分析师普遍对苹果的前景保持乐观：FactSet 追踪的 43 家苹果股票评级中，32 家给予买入评级，9 家给予持有评级，2 家给予卖出评级。上市平均目标价为 167.32 美元，比近期水平高出 12.5%。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>.'s (SNAP) pain could be Apple's gain.</p><p><blockquote><a href=\"https://laohu8.com/S/SNAP\">Snap公司</a>SNAP的痛苦可能是苹果的收获。</blockquote></p><p> The smartphone giant has been orienting itself as a champion of privacy, which is hurting social-media companies on Snap that have relied on the ability to track user activity and target advertisements accordingly.</p><p><blockquote>这家智能手机巨头一直将自己定位为隐私的捍卫者，这正在伤害Snap上的社交媒体公司，这些公司依赖于跟踪用户活动并相应地定位广告的能力。</blockquote></p><p></p><p> Users have gradually been upgrading their device operating systems to newer versions of Apple's iOS that allow for the ability to opt out of third-party tracking, and Snap expects a significant impact from the changes. Its shares suffered a record fall after its September-quarter report, suggesting to at least one analyst that Apple may be poised to benefit by appealing to advertisers itself.</p><p><blockquote>用户已经逐渐将他们的设备操作系统升级到苹果iOS的新版本，允许选择退出第三方跟踪，Snap预计这些变化将产生重大影响。9 月份季度报告发布后，其股价创下历史新低，这向至少一位分析师表明，苹果可能会通过吸引广告商本身而受益。</blockquote></p><p> While Apple has clamped down on the ability for third parties to track user activity for marketing purposes, the company is also trying to build out its own advertising business, and Evercore ISI analyst Amit Daryanani wrote that the disruptions felt by Snap could help \"newer players in the market like Apple at the expense of more established competitors,\" though admittedly Apple's measurement tools may not be ideal for some in the ad market.</p><p><blockquote>虽然苹果限制了第三方出于营销目的跟踪用户活动的能力，但该公司也在试图建立自己的广告业务，Evercore ISI 分析师 Amit Daryanani 写道，Snap感受到的干扰可能会帮助“苹果等市场上的新参与者，但牺牲了更成熟的竞争对手的利益”，尽管不可否认，苹果的测量工具对于广告市场的一些人来说可能并不理想。</blockquote></p><p> \"Apple's recent actions may be focused on privacy, but it also creates a very favorable environment as they look to build an advertising business that we think could eventually generate $20 billion in annual revenue,\" he wrote.</p><p><blockquote>“苹果最近的行动可能侧重于隐私，但这也创造了一个非常有利的环境，因为他们希望建立一个我们认为最终可以产生 200 亿美元年收入的广告业务，”他写道。</blockquote></p><p> Advertising sits within Apple's services business, along with the App Store, which has increasingly become an area of contention. Apple takes up to 30% of in-app purchases made through its payment system, and some high-profile developers have asked for an alternate payment option. Following a lawsuit from Epic Games, a federal judge recently ruled that Apple had to allow app developers to link to other payment options, but the company is appealing that decision.</p><p><blockquote>广告与 App Store 一起属于苹果的服务业务，App Store 已日益成为一个争议领域。苹果通过其支付系统接受高达30%的应用内购买，一些知名开发者要求提供替代支付选项。在Epic Games提起诉讼后，一名联邦法官最近裁定，苹果必须允许应用程序开发者链接到其他支付选项，但该公司正在对这一决定提出上诉。</blockquote></p><p> App Store fees are a lucrative part of Apple's business, and the company may face questions during its earnings call about its growing antitrust pressures as well as the financial impacts of possible App Store payment changes.</p><p><blockquote>App Store 费用是苹果业务中利润丰厚的一部分，该公司可能会在财报看涨期权上面临有关其日益增长的反垄断压力以及可能的 App Store 支付变化的财务影响的问题。</blockquote></p><p> \"The injunction could equal a 1% revenue and 4% EPS impact for Apple in 2023 and beyond,\" Jefferies analyst Kyle McNealy wrote last month. \"Any impact will take time and won't be seen until the Jun'22 Q at the earliest,\" he continued, calling the judge's ruling \"largely a win\" for Apple since the judge declined to call the company an illegal monopolist.</p><p><blockquote>杰富瑞分析师 Kyle McNealy 上个月写道：“该禁令可能相当于苹果 2023 年及以后 1% 的收入和 4% 的每股收益影响。”他继续说道：“任何影响都需要时间，最早要到 2022 年 6 月的质询才能看到。”他称法官的裁决对苹果来说“很大程度上是一场胜利”，因为法官拒绝将该公司看涨期权为非法垄断者。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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The company warned three months back that it expected greater impacts from supply-chain issues in the September quarter than it saw in the June quarter, but the global crunch appears to have intensified since Apple last faced investors -- a recent Bloomberg News report indicated that Apple was planning to cut its iPhone 13 production targets for the year due to component shortages.</p><p><blockquote>随着苹果公司为周四下午的收益报告做准备，投资者即将找到答案。该公司三个月前警告称，预计 9 月份季度供应链问题的影响将比 6 月份季度更大，但自苹果上次面对投资者以来，全球危机似乎有所加剧——彭博新闻社最近的一篇报道表明，由于零部件短缺，苹果计划削减今年 iPhone 13 的生产目标。</blockquote></p><p> In perhaps a sign of its confidence, Apple plowed ahead with numerous device launches in the past two months. The company held its traditional September iPhone launch event, which also featured Apple Watch and iPad introductions, and then it unveiled new MacBook Pros and AirPods a month later.</p><p><blockquote>苹果在过去两个月里推出了众多设备，这或许是其信心的表现。该公司举行了传统的9月份iPhone发布会，其中还介绍了苹果手表和iPad，一个月后又推出了新款MacBook Pros和AirPods。</blockquote></p><p> Potential supply constraints threaten to muddy an already uneventful iPhone launch and come at a crucial time for Apple as it heads into the holiday season. Even in less dramatic times for the global consumer-electronics industry, Apple has sometimes struggled to meet holiday-quarter demand for popular gift-giving items like its AirPods.</p><p><blockquote>潜在的供应限制可能会破坏本已平淡无奇的 iPhone 发布，并且正值苹果进入假期的关键时刻。即使在全球消费电子行业不那么戏剧性的时期，苹果有时也难以满足假日季度对 AirPods 等热门礼品的需求。</blockquote></p><p> Still, one analyst saw a potential positive for Apple amid the global disruption. If the company indeed faces component shortages that will impact its ability to get devices to consumers, its rivals could be feeling the crunch even more deeply, according to <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>'s Katy Huberty. Apple gets \"preferential treatment\" from its suppliers in tight situations, she argued, positioning it potentially to win market share during this stretch.</p><p><blockquote>尽管如此，一位分析师认为，在全球混乱的情况下，苹果可能会受到积极影响。据该公司称，如果该公司确实面临零部件短缺，从而影响其向消费者提供设备的能力，其竞争对手可能会更加深刻地感受到这种紧缩<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>是凯蒂·休伯蒂。她认为，在紧张的情况下，苹果会从供应商那里获得“优惠待遇”，这使其有可能在此期间赢得市场份额。</blockquote></p><p> D.A. Davidson analyst Tom Forte wrote that he was \"heartened\" to see relatively quick lead times for the products Apple announced in October. He'll be monitoring for the revenue and profit impacts of supply issues on Apple's earnings call.</p><p><blockquote>地方检察官Davidson 分析师 Tom Forte 写道，他“很高兴”看到苹果 10 月份宣布的产品相对较快的交货时间。他将监测供应问题对苹果盈利看涨期权的收入和利润的影响。</blockquote></p><p> HP Inc., one of those Apple rivals, painted a mixed picture recently as executives called out continued strong demand for the company's personal computers but noted that they expect shortages to persist into next year. The company faces a growing backlog.</p><p><blockquote>苹果的竞争对手之一惠普公司（HP Inc.）最近描绘了一幅喜忧参半的画面，高管们称该公司个人电脑的需求持续强劲，但指出他们预计短缺将持续到明年。该公司面临着不断增长的积压订单。</blockquote></p><p> It has been more than a year since Apple last issued a traditional financial outlook along with its earnings report, and it's unlikely that the company will go back to its old guidance-giving ways amid uncertainty about supply dynamics. Still, investors will be looking for some signals of how the latest iPhone line has performed in its first few weeks of availability as well as for broader indications of Apple's ability to manage supply-chain disruptions in the months ahead.</p><p><blockquote>距离苹果上次发布传统财务展望和收益报告已经过去一年多了，在供应动态的不确定性下，该公司不太可能回到旧的指导方式。尽管如此，投资者仍将寻找最新 iPhone 产品线在上市头几周表现的一些信号，以及苹果未来几个月管理供应链中断能力的更广泛迹象。</blockquote></p><p> <b>What to watch for</b></p><p><blockquote><b>注意什么</b></blockquote></p><p> <b>Earnings: </b>Analysts tracked by FactSet expect that Apple earned $1.24 a share in its fiscal fourth quarter, up from 73 cents a share in the year-earlier period. According to Estimize, which crowdsources projections from hedge funds, academics and others, the average earnings estimate calls for $1.33 a share.</p><p><blockquote><b>收益：</b>FactSet 追踪的分析师预计，苹果第四财季每股收益为 1.24 美元，高于去年同期的每股 73 美分。根据众包对冲基金、学者和其他人的预测，Estimize 估计评级的平均收益为每股 1.33 美元。</blockquote></p><p> <b>Revenue:</b> The FactSet consensus calls for September-quarter revenue of $84.99 billion, up from $64.7 billion a year prior. The average projection on Estimize is for $87.09 billion.</p><p><blockquote><b>收入：</b>FactSet 共识评级 9 月份季度收入为 849.9 亿美元，高于去年同期的 647 亿美元。Estimize 的平均预测为 870.9 亿美元。</blockquote></p><p> Analysts tracked by FactSet are looking for $41.16 billion in iPhone sales; $7.25 billion in iPad sales; $9.15 billion in Mac sales; $9.40 billion in wearables, home and accessories sales; and $17.70 billion in services revenue.</p><p><blockquote>FactSet 追踪的分析师预计 iPhone 销售额将达到 411.6 亿美元；iPad销售额72.5亿美元；Mac销售额91.5亿美元；可穿戴设备、家居和配件销售额达 94 亿美元；以及 177 亿美元的服务收入。</blockquote></p><p> <b>Stock movement:</b> Apple shares have fallen the day after each of the company's last four earnings reports. Shares have added 12.2% so far this year as the Dow Jones Industrial Average , which counts Apple as a component, has risen 16.6%.</p><p><blockquote><b>股票变动：</b>苹果股价在该公司最近四份收益报告发布后的第二天均下跌。今年迄今为止，股价已上涨 12.2%，道琼斯工业平均指数（包括苹果）已上涨 16.6%。</blockquote></p><p> Analysts remain generally upbeat about Apple's prospects: Of the 43 tracked by FactSet who cover Apple's stock, 32 have buy ratings, nine have hold ratings, and two have sell ratings. The average price target listed is $167.32, which is 12.5% above recent levels.</p><p><blockquote>分析师普遍对苹果的前景保持乐观：FactSet 追踪的 43 家苹果股票评级中，32 家给予买入评级，9 家给予持有评级，2 家给予卖出评级。上市平均目标价为 167.32 美元，比近期水平高出 12.5%。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>.'s (SNAP) pain could be Apple's gain.</p><p><blockquote><a href=\"https://laohu8.com/S/SNAP\">Snap公司</a>SNAP的痛苦可能是苹果的收获。</blockquote></p><p> The smartphone giant has been orienting itself as a champion of privacy, which is hurting social-media companies on Snap that have relied on the ability to track user activity and target advertisements accordingly.</p><p><blockquote>这家智能手机巨头一直将自己定位为隐私的捍卫者，这正在伤害Snap上的社交媒体公司，这些公司依赖于跟踪用户活动并相应地定位广告的能力。</blockquote></p><p></p><p> Users have gradually been upgrading their device operating systems to newer versions of Apple's iOS that allow for the ability to opt out of third-party tracking, and Snap expects a significant impact from the changes. Its shares suffered a record fall after its September-quarter report, suggesting to at least one analyst that Apple may be poised to benefit by appealing to advertisers itself.</p><p><blockquote>用户已经逐渐将他们的设备操作系统升级到苹果iOS的新版本，允许选择退出第三方跟踪，Snap预计这些变化将产生重大影响。9 月份季度报告发布后，其股价创下历史新低，这向至少一位分析师表明，苹果可能会通过吸引广告商本身而受益。</blockquote></p><p> While Apple has clamped down on the ability for third parties to track user activity for marketing purposes, the company is also trying to build out its own advertising business, and Evercore ISI analyst Amit Daryanani wrote that the disruptions felt by Snap could help \"newer players in the market like Apple at the expense of more established competitors,\" though admittedly Apple's measurement tools may not be ideal for some in the ad market.</p><p><blockquote>虽然苹果限制了第三方出于营销目的跟踪用户活动的能力，但该公司也在试图建立自己的广告业务，Evercore ISI 分析师 Amit Daryanani 写道，Snap感受到的干扰可能会帮助“苹果等市场上的新参与者，但牺牲了更成熟的竞争对手的利益”，尽管不可否认，苹果的测量工具对于广告市场的一些人来说可能并不理想。</blockquote></p><p> \"Apple's recent actions may be focused on privacy, but it also creates a very favorable environment as they look to build an advertising business that we think could eventually generate $20 billion in annual revenue,\" he wrote.</p><p><blockquote>“苹果最近的行动可能侧重于隐私，但这也创造了一个非常有利的环境，因为他们希望建立一个我们认为最终可以产生 200 亿美元年收入的广告业务，”他写道。</blockquote></p><p> Advertising sits within Apple's services business, along with the App Store, which has increasingly become an area of contention. Apple takes up to 30% of in-app purchases made through its payment system, and some high-profile developers have asked for an alternate payment option. Following a lawsuit from Epic Games, a federal judge recently ruled that Apple had to allow app developers to link to other payment options, but the company is appealing that decision.</p><p><blockquote>广告与 App Store 一起属于苹果的服务业务，App Store 已日益成为一个争议领域。苹果通过其支付系统接受高达30%的应用内购买，一些知名开发者要求提供替代支付选项。在Epic Games提起诉讼后，一名联邦法官最近裁定，苹果必须允许应用程序开发者链接到其他支付选项，但该公司正在对这一决定提出上诉。</blockquote></p><p> App Store fees are a lucrative part of Apple's business, and the company may face questions during its earnings call about its growing antitrust pressures as well as the financial impacts of possible App Store payment changes.</p><p><blockquote>App Store 费用是苹果业务中利润丰厚的一部分，该公司可能会在财报看涨期权上面临有关其日益增长的反垄断压力以及可能的 App Store 支付变化的财务影响的问题。</blockquote></p><p> \"The injunction could equal a 1% revenue and 4% EPS impact for Apple in 2023 and beyond,\" Jefferies analyst Kyle McNealy wrote last month. \"Any impact will take time and won't be seen until the Jun'22 Q at the earliest,\" he continued, calling the judge's ruling \"largely a win\" for Apple since the judge declined to call the company an illegal monopolist.</p><p><blockquote>杰富瑞分析师 Kyle McNealy 上个月写道：“该禁令可能相当于苹果 2023 年及以后 1% 的收入和 4% 的每股收益影响。”他继续说道：“任何影响都需要时间，最早要到 2022 年 6 月的质询才能看到。”他称法官的裁决对苹果来说“很大程度上是一场胜利”，因为法官拒绝将该公司看涨期权为非法垄断者。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/apple-faces-supply-chain-issues-but-can-its-buying-power-keep-earnings-on-track-11634938762?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.marketwatch.com/story/apple-faces-supply-chain-issues-but-can-its-buying-power-keep-earnings-on-track-11634938762?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177412634","content_text":"Apple earnings preview: Most valuable U.S. company faces same issues as other hardware makers, but its status could help it withstand better than others\nApple Inc. is scheduled to release its quarterly earnings report on Thursday afternoon.\nAs supply constraints hit nearly every market, how much does the buying power of a $2.5 trillion electronics giant help?\nInvestors are about to find out as Apple Inc. gears up for its Thursday afternoon earnings report. The company warned three months back that it expected greater impacts from supply-chain issues in the September quarter than it saw in the June quarter, but the global crunch appears to have intensified since Apple last faced investors -- a recent Bloomberg News report indicated that Apple was planning to cut its iPhone 13 production targets for the year due to component shortages.\nIn perhaps a sign of its confidence, Apple plowed ahead with numerous device launches in the past two months. The company held its traditional September iPhone launch event, which also featured Apple Watch and iPad introductions, and then it unveiled new MacBook Pros and AirPods a month later.\nPotential supply constraints threaten to muddy an already uneventful iPhone launch and come at a crucial time for Apple as it heads into the holiday season. Even in less dramatic times for the global consumer-electronics industry, Apple has sometimes struggled to meet holiday-quarter demand for popular gift-giving items like its AirPods.\nStill, one analyst saw a potential positive for Apple amid the global disruption. If the company indeed faces component shortages that will impact its ability to get devices to consumers, its rivals could be feeling the crunch even more deeply, according to Morgan Stanley's Katy Huberty. Apple gets \"preferential treatment\" from its suppliers in tight situations, she argued, positioning it potentially to win market share during this stretch.\nD.A. Davidson analyst Tom Forte wrote that he was \"heartened\" to see relatively quick lead times for the products Apple announced in October. He'll be monitoring for the revenue and profit impacts of supply issues on Apple's earnings call.\nHP Inc., one of those Apple rivals, painted a mixed picture recently as executives called out continued strong demand for the company's personal computers but noted that they expect shortages to persist into next year. The company faces a growing backlog.\nIt has been more than a year since Apple last issued a traditional financial outlook along with its earnings report, and it's unlikely that the company will go back to its old guidance-giving ways amid uncertainty about supply dynamics. Still, investors will be looking for some signals of how the latest iPhone line has performed in its first few weeks of availability as well as for broader indications of Apple's ability to manage supply-chain disruptions in the months ahead.\nWhat to watch for\nEarnings: Analysts tracked by FactSet expect that Apple earned $1.24 a share in its fiscal fourth quarter, up from 73 cents a share in the year-earlier period. According to Estimize, which crowdsources projections from hedge funds, academics and others, the average earnings estimate calls for $1.33 a share.\nRevenue: The FactSet consensus calls for September-quarter revenue of $84.99 billion, up from $64.7 billion a year prior. The average projection on Estimize is for $87.09 billion.\nAnalysts tracked by FactSet are looking for $41.16 billion in iPhone sales; $7.25 billion in iPad sales; $9.15 billion in Mac sales; $9.40 billion in wearables, home and accessories sales; and $17.70 billion in services revenue.\nStock movement: Apple shares have fallen the day after each of the company's last four earnings reports. Shares have added 12.2% so far this year as the Dow Jones Industrial Average , which counts Apple as a component, has risen 16.6%.\nAnalysts remain generally upbeat about Apple's prospects: Of the 43 tracked by FactSet who cover Apple's stock, 32 have buy ratings, nine have hold ratings, and two have sell ratings. The average price target listed is $167.32, which is 12.5% above recent levels.\nWhat analysts are saying\nSnap Inc.'s (SNAP) pain could be Apple's gain.\nThe smartphone giant has been orienting itself as a champion of privacy, which is hurting social-media companies on Snap that have relied on the ability to track user activity and target advertisements accordingly.\nUsers have gradually been upgrading their device operating systems to newer versions of Apple's iOS that allow for the ability to opt out of third-party tracking, and Snap expects a significant impact from the changes. Its shares suffered a record fall after its September-quarter report, suggesting to at least one analyst that Apple may be poised to benefit by appealing to advertisers itself.\nWhile Apple has clamped down on the ability for third parties to track user activity for marketing purposes, the company is also trying to build out its own advertising business, and Evercore ISI analyst Amit Daryanani wrote that the disruptions felt by Snap could help \"newer players in the market like Apple at the expense of more established competitors,\" though admittedly Apple's measurement tools may not be ideal for some in the ad market.\n\"Apple's recent actions may be focused on privacy, but it also creates a very favorable environment as they look to build an advertising business that we think could eventually generate $20 billion in annual revenue,\" he wrote.\nAdvertising sits within Apple's services business, along with the App Store, which has increasingly become an area of contention. Apple takes up to 30% of in-app purchases made through its payment system, and some high-profile developers have asked for an alternate payment option. Following a lawsuit from Epic Games, a federal judge recently ruled that Apple had to allow app developers to link to other payment options, but the company is appealing that decision.\nApp Store fees are a lucrative part of Apple's business, and the company may face questions during its earnings call about its growing antitrust pressures as well as the financial impacts of possible App Store payment changes.\n\"The injunction could equal a 1% revenue and 4% EPS impact for Apple in 2023 and beyond,\" Jefferies analyst Kyle McNealy wrote last month. \"Any impact will take time and won't be seen until the Jun'22 Q at the earliest,\" he continued, calling the judge's ruling \"largely a win\" for Apple since the judge declined to call the company an illegal monopolist.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":5972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":813362764,"gmtCreate":1630133627458,"gmtModify":1704956442802,"author":{"id":"3577464386301571","authorId":"3577464386301571","name":"kelvinseech","avatar":"https://static.tigerbbs.com/fa4b33df37044967fd669e37ffd98983","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577464386301571","idStr":"3577464386301571"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813362764","repostId":"2162907389","repostType":4,"isVote":1,"tweetType":1,"viewCount":1038,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}