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Shishir

Shishir

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2021-07-09

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2021-09-12

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US IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week<blockquote>美国 IPO 周即将到来：秋季 IPO 市场以第 10 周 IPO 拉开帷幕</blockquote>

2021-07-13

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Dow narrowly misses first close at 35,000 but all 3 stock indexes log back-to-back record finishes ahead of bank earnings<blockquote>道琼斯指数以微弱劣势错失首次收盘价 35,000 点，但所有 3 个股指均在银行财报公布前连续创纪录收盘</blockquote>

2021-10-01

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2021-07-15

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2021-10-25

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US IPO Week Ahead: Semiconductors, energy storage, designer apparel, and more in a 12 IPO week<blockquote>美国 IPO 周即将到来：半导体、储能、设计师服装等 12 个 IPO 周</blockquote>

2021-10-11

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2021-07-20

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Stocks open slightly higher in attempt to bounce back from Monday selloff<blockquote>股市小幅开盘走高，试图从周一的抛售中反弹</blockquote>

2021-11-30

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Microsoft CEO sells half his stake in the company ahead of new state capital gains tax<blockquote>微软首席执行官在新的州资本利得税之前出售了他在公司的一半股份</blockquote>

2021-11-01

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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":1640617949,"share":"https://www.laohunote.com/m/news/1102433799?lang=zh_CN&edition=full","pubTime":"2021-12-27 23:12","market":"us","language":"en","title":"Gaming stocks rose in morning trading<blockquote>游戏股早盘上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1102433799","media":"Tiger Newspress","summary":"Gaming stocks rose in morning trading.Roblox,Unity Software&nbsp;and&nbsp;AppLovin&nbsp;climbed between 1% and 3%.","content":"<p>Gaming stocks rose in morning trading.Roblox,Unity Software&nbsp;and&nbsp;AppLovin&nbsp;climbed between 1% and 3%.</p><p><blockquote>游戏股早盘上涨.Roblox、Unity Software 和 AppLovin 上涨 1% 至 3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/580cc77260d26ccb370ef7f324be78b5\" tg-width=\"419\" tg-height=\"419\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Gaming stocks rose in morning trading<blockquote>游戏股早盘上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGaming stocks rose in morning trading<blockquote>游戏股早盘上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-27 23:12</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Gaming stocks rose in morning trading.Roblox,Unity Software&nbsp;and&nbsp;AppLovin&nbsp;climbed between 1% and 3%.</p><p><blockquote>游戏股早盘上涨.Roblox、Unity Software 和 AppLovin 上涨 1% 至 3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/580cc77260d26ccb370ef7f324be78b5\" tg-width=\"419\" tg-height=\"419\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RBLX":"Roblox Corporation"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102433799","content_text":"Gaming stocks rose in morning trading.Roblox,Unity Software and AppLovin climbed between 1% and 3%.","news_type":1,"symbols_score_info":{"RBLX":0.9}},"isVote":1,"tweetType":1,"viewCount":3705,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698719366,"gmtCreate":1640534744960,"gmtModify":1640534745445,"author":{"id":"3577771722524346","authorId":"3577771722524346","name":"Shishir","avatar":"https://static.tigerbbs.com/5bbb5ffb9814e2b46f518ffcbf85ff64","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577771722524346","authorIdStr":"3577771722524346"},"themes":[],"title":"","htmlText":"Like it or not","listText":"Like it or not","text":"Like it or not","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698719366","repostId":"698821107","repostType":1,"repost":{"id":698821107,"gmtCreate":1640344447107,"gmtModify":1782921600326,"author":{"id":"3569316529855154","authorId":"3569316529855154","name":"Deonc","avatar":"https://static.tigerbbs.com/d9aa45dd2eb58357f6477dcfb99d1415","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569316529855154","authorIdStr":"3569316529855154"},"themes":[],"title":"Alibaba’s Stock Is Cheap, but for Good Reason","htmlText":"Alibaba’s Stock Is Cheap, but for Good Reason. Investors Should Be Wary. &nbsp;Alibaba Group Holding looks tempting. Shares of the Chinese e-commerce giant are cheap—year to date, the U.S.-listed shares, at $118.66 on Thursday, are off 49% with a 15 multiple—after a year of crackdowns and shake-ups. But investors should resist the urge to pounce. Some money managers have begun buying the shares. Of the analysts tracked by Bloomberg, 56 have Buy ratings, five have Hold ratings, and one a Sell; as a group, they have an average target price of $202 for the shares. And Alibaba executives were upbeat at a recent investor day. They set a $100 billion gross merchandise value target for its Southeast Asia marketplace, Lazada, and outlined plans that align it more closely with Beijing’s prioritie","listText":"Alibaba’s Stock Is Cheap, but for Good Reason. Investors Should Be Wary. &nbsp;Alibaba Group Holding looks tempting. Shares of the Chinese e-commerce giant are cheap—year to date, the U.S.-listed shares, at $118.66 on Thursday, are off 49% with a 15 multiple—after a year of crackdowns and shake-ups. But investors should resist the urge to pounce. Some money managers have begun buying the shares. Of the analysts tracked by Bloomberg, 56 have Buy ratings, five have Hold ratings, and one a Sell; as a group, they have an average target price of $202 for the shares. And Alibaba executives were upbeat at a recent investor day. They set a $100 billion gross merchandise value target for its Southeast Asia marketplace, Lazada, and outlined plans that align it more closely with Beijing’s prioritie","text":"Alibaba’s Stock Is Cheap, but for Good Reason. Investors Should Be Wary. Alibaba Group Holding looks tempting. Shares of the Chinese e-commerce giant are cheap—year to date, the U.S.-listed shares, at $118.66 on Thursday, are off 49% with a 15 multiple—after a year of crackdowns and shake-ups. But investors should resist the urge to pounce. Some money managers have begun buying the shares. Of the analysts tracked by Bloomberg, 56 have Buy ratings, five have Hold ratings, and one a Sell; as a group, they have an average target price of $202 for the shares. And Alibaba executives were upbeat at a recent investor day. They set a $100 billion gross merchandise value target for its Southeast Asia marketplace, Lazada, and outlined plans that align it more closely with Beijing’s prioritie","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698821107","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698446924,"gmtCreate":1640512429300,"gmtModify":1640512429711,"author":{"id":"3577771722524346","authorId":"3577771722524346","name":"Shishir","avatar":"https://static.tigerbbs.com/5bbb5ffb9814e2b46f518ffcbf85ff64","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577771722524346","authorIdStr":"3577771722524346"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698446924","repostId":"1144001147","repostType":4,"repost":{"id":"1144001147","kind":"news","pubTimestamp":1640485026,"share":"https://www.laohunote.com/m/news/1144001147?lang=zh_CN&edition=full","pubTime":"2021-12-26 10:17","market":"us","language":"en","title":"A Year After Announcing a Big Partnership, Ocugen Is in a Sorry State<blockquote>宣布大型合作伙伴关系一年后，Ocugen 陷入了困境</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1144001147","media":"InvestorPlace","summary":"In the last year, Ocugen(NASDAQ:OCGN) stock is still among the top performers. During this period, t","content":"<p><div> In the last year, Ocugen(NASDAQ:OCGN) stock is still among the top performers. During this period, the stock has surged by over 500%. The stock’s ascent began after Dec. 21, 2020 — starting from there...</p><p><blockquote><div>去年，Ocugen（纳斯达克股票代码：OCGN）股票仍然是表现最好的股票之一。在此期间，该股飙升超过500%。该股的上涨始于 2020 年 12 月 21 日之后--从那里开始...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/a-year-after-its-big-partnership-with-bharat-ocgn-stock-is-in-a-sorry-state/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/a-year-after-its-big-partnership-with-bharat-ocgn-stock-is-in-a-sorry-state/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A Year After Announcing a Big Partnership, Ocugen Is in a Sorry State<blockquote>宣布大型合作伙伴关系一年后，Ocugen 陷入了困境</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\">\nA Year After Announcing a Big Partnership, Ocugen Is in a Sorry State<blockquote>宣布大型合作伙伴关系一年后，Ocugen 陷入了困境</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-26 10:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> In the last year, Ocugen(NASDAQ:OCGN) stock is still among the top performers. During this period, the stock has surged by over 500%. The stock’s ascent began after Dec. 21, 2020 — starting from there...</p><p><blockquote><div>去年，Ocugen（纳斯达克股票代码：OCGN）股票仍然是表现最好的股票之一。在此期间，该股飙升超过500%。该股的上涨始于 2020 年 12 月 21 日之后--从那里开始...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/a-year-after-its-big-partnership-with-bharat-ocgn-stock-is-in-a-sorry-state/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/a-year-after-its-big-partnership-with-bharat-ocgn-stock-is-in-a-sorry-state/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/12/a-year-after-its-big-partnership-with-bharat-ocgn-stock-is-in-a-sorry-state/\">InvestorPlace</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OCGN":"Ocugen"},"source_url":"https://investorplace.com/2021/12/a-year-after-its-big-partnership-with-bharat-ocgn-stock-is-in-a-sorry-state/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144001147","content_text":"In the last year, Ocugen(NASDAQ:OCGN) stock is still among the top performers. During this period, the stock has surged by over 500%. The stock’s ascent began after Dec. 21, 2020 — starting from there, the stock is up over 1,600%.\nHowever, it’s worth noting that OCGN stock was trading well below one dollar before it stitched a partnership with Bharat Biotech. The companies announced plans to begin manufacturing Covid-19 vaccines in the U.S. on Dec. 22 last year.\nBeyond the news of this partnership, there has been little to cheer for investors. OCGN stock traded at all-time highs of $18.77 in February and reached slightly lower peaks in May and November. The stock traded at $5.12 at the start of Dec. 23.\nOcugen will continue to underperform going forward. Even after the downtrend in the last few months, OCGN stock should be avoided.\nLet’s talk about the reasons to be bearish.\nFDA Approval Remains Elusive\nPfizer(NYSE:PFE) and Moderna(NASDAQ:MRNA) have been leaders in the vaccine race in the U.S. In a country where more than 70% of the population has already been vaccinated, Ocugen has yet to secure an approval from the U.S. Food and Drug Administration.\nBack in June, the biotech company’s application for emergency use authorization was rejected by the FDA. The recommendation by the FDA was to file for a biologics license application, which implies full approval.\nIn November, Ocugen announced that the FDA has “issued a clinical hold on the Company’s Investigational New Drug application (IND) to evaluate the COVID-19 vaccine candidate.” The FDA will be identifying the specific deficiencies that form a basis for the clinical hold. Once Ocugen addresses these deficiencies, there will be some progress.\nThe key point is that it’s been over a year since Ocugen announced the partnership with Bharat Biotech. The company has still been unsuccessful from an approval perspective.\nIn July, Ocugen had also initiated a rolling submission to Health Canada for the vaccine. There is no positive news on that front either.\nLet’s imagine a scenario where Ocugen receives an approval for vaccine use in Q1 2022. This is very unlikely. However, even in an optimistic case scenario, Ocugen needs to compete in a market where vaccination percentage is high. There is unlikely to be a case for strong revenue and cash flow growth.\nCan Omicron Provide a Lifeline for OCGN Stock?\nThe omicron variant has been a cause of concern for governments globally. Ocugen and partner Bharat Biotech are currently studying the effectiveness of the vaccine against the variant.\nIf the vaccine proves to be effective, can it be a game-changer for Ocugen? Most likely, no.\nFirst and foremost, Moderna has announced that its Covid-19 booster increases neutralizing antibodies 37-fold against Omicron variant.\nFurthermore, Pfizer has announced that a third dose increases the “neutralizing antibody by 25-fold compared to two doses against the Omicron variant.”\nClearly, the leading vaccine makers have an edge. Even if Ocugen announces that its vaccine is effective against the omicron variant, the stock is unlikely to trend higher.\nPeople who have already taken two shots of Moderna or Pfizer are unlikely to pursue a booster shot with Ocugen. Additionally, Ocugen is still struggling for approval.\nIt’s also worth noting that Ocugen needs to share revenue with Bharat Biotech. The visibility for healthy cash flows is therefore very unlikely.\nOCGN Stock Will Trend Lower\nOCGN stock is likely to continue trending lower in the coming months. Without an approval, the company is rapidly losing out on any revenue and cash flow potential.\nThe company is building a pipeline of drugs for various indications. However, the pipeline for various indications is still at a pre-clinical stage.\nThe stock trend will therefore be dictated by the outcome of Covid-19 vaccine approval and revenue potential. Things seem bleak on that front.\nIt also seems unlikely that Ocugen has a capability to expand the vaccine partnership with Bharat Biotech to other countries.","news_type":1,"symbols_score_info":{"OCGN":0.9}},"isVote":1,"tweetType":1,"viewCount":3706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698616456,"gmtCreate":1640370517668,"gmtModify":1640370518086,"author":{"id":"3577771722524346","authorId":"3577771722524346","name":"Shishir","avatar":"https://static.tigerbbs.com/5bbb5ffb9814e2b46f518ffcbf85ff64","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577771722524346","authorIdStr":"3577771722524346"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698616456","repostId":"1175608113","repostType":4,"repost":{"id":"1175608113","kind":"news","pubTimestamp":1640342686,"share":"https://www.laohunote.com/m/news/1175608113?lang=zh_CN&edition=full","pubTime":"2021-12-24 18:44","market":"us","language":"en","title":"Is Amazon Stock A Buy Right Now As Epic Battle With Walmart Escalates<blockquote>随着与沃尔玛的史诗般的战斗升级，亚马逊股票现在值得买入吗</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175608113","media":"Investors","summary":"Amazon(AMZN) plans to build its first large-format retail stores, making a new foray into physical o","content":"<p><b>Amazon</b>(AMZN) plans to build its first large-format retail stores, making a new foray into physical outlets and stepping up its battle against&nbsp;<b>Walmart</b>(WMT). Is Amazon stock a buy?</p><p><blockquote><b>亚马逊</b>(AMZN) 计划建造首家大型零售店，进军实体店并加大打击力度<b>沃尔玛</b>（WMT）。亚马逊股票值得买入吗？</blockquote></p><p> Amazon's 30,000-square-foot stores, which will&nbsp;debut in California and Ohio, are less than one-third the size of Walmart's conventional outlets. They're about one-sixth the size of Walmart Supercenter stores.</p><p><blockquote>亚马逊将在加利福尼亚州和俄亥俄州首次亮相，占地 30,000 平方英尺，面积不到沃尔玛传统门店的三分之一。它们大约是沃尔玛超级中心商店的六分之一。</blockquote></p><p> Walmart, the behemoth of brick-and-mortar discount stores, is dueling Amazon, the giant of online shopping, in a battle over the future of retail, e-commerce and grocery shopping.</p><p><blockquote>实体折扣店巨头沃尔玛正在与在线购物巨头亚马逊决斗，争夺零售、电子商务和杂货购物的未来。</blockquote></p><p> Much work remains for either company to win theAmazon vs. Walmart battle. Walmart needs to expand online operations while also managing 11,500 stores across 28 countries, of which 4,743 are in the U.S. It's in the process of redesigning 1,000 stores by the end of 2021. Its goal is to create a more streamlined and faster shopping experience for customers.</p><p><blockquote>两家公司要想赢得亚马逊与沃尔玛的战斗，都还有很多工作要做。沃尔玛需要扩大在线业务，同时还管理着遍布 28 个国家的 11,500 家商店，其中 4,743 家位于美国。到 2021 年底，沃尔玛正在重新设计 1,000 家商店。其目标是为顾客创造更简化、更快捷的购物体验。</blockquote></p><p> At the same time, Amazon must continue its aggressive rollout of warehouse distribution centers and figure out its strategy for building physical stores.</p><p><blockquote>与此同时，亚马逊必须继续大力推广仓储配送中心，并想出建立实体店的策略。</blockquote></p><p> Amazon Is Making Critical Investments</p><p><blockquote>亚马逊正在进行关键投资</blockquote></p><p> \"The key question from here is when/if does the current investment cycle drive evidence of share gains and margin leverage,\" RBC Capital Markets analyst Brad Erickson said in a note. \"Only time will tell, but in our view AMZN stock is making critical investments as consumers increasingly demand faster shipping which should at least maintain share gains while, importantly, growing gross profit dollars.\"</p><p><blockquote>加拿大皇家银行资本市场分析师布拉德·埃里克森在一份报告中表示：“这里的关键问题是，当前的投资周期何时/是否会推动股票收益和利润率杠杆的证据。”“只有时间才能证明一切，但在我们看来，随着消费者越来越要求更快的运输，AMZN 股票正在进行关键投资，这至少应该保持股价收益，同时重要的是，毛利润不断增长。”</blockquote></p><p> Amazon reported&nbsp;third-quarter results&nbsp;on Oct. 28. Adjusted earnings fell 51% from the year-ago period to $6.12 a share. Analysts expected $8.92 a share. Revenue climbed 15% to $110.8 billion, below expectations of $111.6 billion.</p><p><blockquote>亚马逊于 10 月 28 日公布了第三季度业绩。调整后收益较去年同期下降 51%，至每股 6.12 美元。分析师预计每股 8.92 美元。收入增长 15%，达到 1108 亿美元，低于预期的 1116 亿美元。</blockquote></p><p> For its fourth quarter, Amazon forecast revenue in the range of $130 billion to $140 billion. That missed analyst estimates for $142 billion. Amazon forecast earnings before interest and taxes, called EBIT, of $1.5 billion, versus estimates of $8.1 billion.</p><p><blockquote>亚马逊预计第四季度收入将在 1300 亿至 1400 亿美元之间。这比分析师预期的 1,420 亿美元低。亚马逊预计息税前利润（EBIT）为 15 亿美元，而预期为 81 亿美元。</blockquote></p><p> The company's cloud-computing unit, Amazon Web Services, reported revenue growth of 39% to $11.6 billion. That topped estimates for 35% cloud-computing growth.</p><p><blockquote>该公司的云计算部门亚马逊网络服务报告收入增长 39%，达到 116 亿美元。这超过了云计算 35% 增长的预期。</blockquote></p><p> Cowen analyst John Blackledge recently raised his price target on Amazon stock to 4,500, from 4,300. He listed Amazon as one of the \"best ideas\" for 2022, in the mega-cap category.</p><p><blockquote>Cowen 分析师 John Blackledge 最近将亚马逊股票的目标价从 4,300 点上调至 4,500 点。他将亚马逊列为 2022 年巨型股类别的“最佳创意”之一。</blockquote></p><p> <b>Amazon Introduces Numerous New Gadgets</b></p><p><blockquote><b>亚马逊推出众多新设备</b></blockquote></p><p> On Sept. 28, Amazon introduced aplethora of consumer electronics gadgets, including smart displays and a home robot, at a fall product launch event.</p><p><blockquote>9 月 28 日，亚马逊在秋季产品发布会上推出了 aplethora 消费电子产品，包括智能显示器和家用机器人。</blockquote></p><p> The Seattle-based e-commerce giant unveiled several devices that leverage its Alexa voice assistant technology. They include theEcho Show 15smart display, which is designed to keep families organized, connected and entertained.</p><p><blockquote>这家总部位于西雅图的电子商务巨头推出了几款利用其Alexa语音助手技术的设备。其中包括Echo Show 15智能显示器，旨在让家庭保持井然有序、联系和娱乐。</blockquote></p><p> Another Alexa-enabled device is Amazon's first robot, which is named&nbsp;Astro. The robot will act as a security guard, companion and mobile smart display. It brings together new advancements in artificial intelligence, computer vision, sensor technology, and voice and edge computing, the company said.</p><p><blockquote>另一个支持Alexa的设备是亚马逊的第一个机器人，名为Astro。机器人将充当保安、伴侣和移动智能显示器。该公司表示，它汇集了人工智能、计算机视觉、传感器技术以及语音和边缘计算的新进展。</blockquote></p><p> Earlier this month, Amazon moved deeper into the television market with an&nbsp;all-new lineup of devices&nbsp;and its first Amazon-branded 4K smart TVs. The Amazon TV products go on sale in October. Amazon also introduced a 4K version of its Fire TV stick.</p><p><blockquote>本月早些时候，亚马逊推出了全新的设备系列和首款亚马逊品牌的4K智能电视，进一步进军电视市场。亚马逊电视产品将于10月上市。亚马逊还推出了4K版本的Fire电视棒。</blockquote></p><p> <b>Plenty Of Growth Opportunities</b></p><p><blockquote><b>大量增长机会</b></blockquote></p><p> Amazon entered 2021 with plenty of big growth opportunities. This included plans to expand its virtual health care program across the U.S. It is also expanding its prescription drug business.</p><p><blockquote>亚马逊带着大量的巨大增长机会进入了2021年。这包括计划在美国各地扩展其虚拟医疗保健计划。它还在扩大处方药业务。</blockquote></p><p> On March 17, Amazon announced that its telehealth pilot program, called Amazon Care, would expand to all of its U.S. employees and their families as well as other firms this summer. The program first launched at its Seattle headquarters 18 months ago.</p><p><blockquote>3 月 17 日，亚马逊宣布其名为 Amazon Care 的远程医疗试点计划将于今年夏天扩展到所有美国员工及其家人以及其他公司。该计划于18个月前在其西雅图总部首次启动。</blockquote></p><p> If Amazon can deliver more efficient health care services, the potential is enormous for fueling its growth engine — and by extension Amazon stock. Health care now comprises nearly a fifth of the U.S. economy.</p><p><blockquote>如果亚马逊能够提供更高效的医疗保健服务，那么推动其增长引擎以及亚马逊股票的潜力是巨大的。医疗保健现在占美国经济的近五分之一。</blockquote></p><p> Amazon said the program enables workers to connect with medical professionals via chat or video conference, and connect patients with medical professionals. In addition, Amazon Care can dispatch a medical professional to a patient's home for additional care.</p><p><blockquote>亚马逊表示，该计划使员工能够通过聊天或视频会议与医疗专业人员联系，并将患者与医疗专业人员联系起来。此外，亚马逊护理可以派遣医疗专业人员到患者家中进行额外护理。</blockquote></p><p> Analysts at Jefferies give Amazon a buy rating and price target or 4,000.</p><p><blockquote>杰富瑞分析师给予亚马逊买入评级，目标价为 4,000 美元。</blockquote></p><p> \"We believe low expectations following two consecutive guide-downs better positions AMZN for upside in the core retail business,\" according to a Jefferies report.</p><p><blockquote>杰富瑞 (Jefferies) 的一份报告称：“我们认为，在连续两次下调指引后，低预期使亚马逊在核心零售业务方面处于更好的上涨空间。”</blockquote></p><p> \"We also see attractive growth at AWS and advertising, AMZN's two highest margin businesses, serving to more than offset near-term cost headwinds from labor shortages and supply chain disruption,\" it said.</p><p><blockquote>该公司表示：“我们还看到 AWS 和广告业务（AMZN 利润率最高的两项业务）有吸引力的增长，足以抵消劳动力短缺和供应链中断带来的近期成本阻力。”</blockquote></p><p> <b>Tapping The Market For Prescription Drugs</b></p><p><blockquote><b>开拓处方药市场</b></blockquote></p><p></p><p> In addition, Amazon is tapping into the $350 billion market for prescription drugs. The company fired a big shot across the bow of drugstores and prescription drug wholesalers late last year when it&nbsp;launched Amazon Pharmacy. The new unit will offer Amazon Prime members discounts of up to 80% on generic drugs and 40% on brand medications.</p><p><blockquote>此外，亚马逊正在开拓3500亿美元的处方药市场。去年年底，该公司推出亚马逊药房时，向药店和处方药批发商发出了一记重磅炸弹。新部门将为亚马逊Prime会员提供仿制药高达80%的折扣，品牌药高达40%的折扣。</blockquote></p><p> On May 26, Amazon announced it is acquiring&nbsp;iconic film studio Metro-Goldwyn-Mayer&nbsp;for $8.45 billion, looking broadly expand its position in streaming video and increase the value of its Prime rewards program. The acquisition is Amazon's largest since buying Whole Foods for $13.7 billion in 2017.</p><p><blockquote>5月26日，亚马逊宣布将以84.5亿美元收购标志性电影制片厂米高梅公司，希望广泛扩大其在流媒体视频领域的地位，并增加其Prime rewards计划的价值。此次收购是亚马逊自2017年以137亿美元收购全食超市以来最大的一次收购。</blockquote></p><p> To get Amazon Prime, users pay an annual or monthly fee for the service and receive multiple perks. This includes free access to Amazon Video and Amazon Music. Amazon has invested billions of dollars in its film and TV operations as well as live sports.</p><p><blockquote>要获得 Amazon Prime，用户需要支付年费或月费，并获得多项福利。这包括免费访问亚马逊视频和亚马逊音乐。亚马逊在其电影和电视业务以及体育直播方面投资了数十亿美元。</blockquote></p><p> Another growth vehicle for Amazon in 2021 is advertising.&nbsp;When looking for a product, about half of U.S. adults start their search with Amazon. More searches draw more advertisers.&nbsp;And as Covid-19 has caused more consumers to shop online that will keep Amazon's ad growth humming.</p><p><blockquote>亚马逊2021年的另一个增长载体是广告。在寻找产品时，大约一半的美国成年人从亚马逊开始搜索。更多的搜索吸引更多的广告商。随着新冠肺炎导致更多的消费者在网上购物，这将保持亚马逊的广告增长。</blockquote></p><p></p>","source":"lsy1610449120050","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 Amazon Stock A Buy Right Now As Epic Battle With Walmart Escalates<blockquote>随着与沃尔玛的史诗般的战斗升级，亚马逊股票现在值得买入吗</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 Amazon Stock A Buy Right Now As Epic Battle With Walmart Escalates<blockquote>随着与沃尔玛的史诗般的战斗升级，亚马逊股票现在值得买入吗</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Investors</strong><span class=\"h-time small\">2021-12-24 18:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Amazon</b>(AMZN) plans to build its first large-format retail stores, making a new foray into physical outlets and stepping up its battle against&nbsp;<b>Walmart</b>(WMT). Is Amazon stock a buy?</p><p><blockquote><b>亚马逊</b>(AMZN) 计划建造首家大型零售店，进军实体店并加大打击力度<b>沃尔玛</b>（WMT）。亚马逊股票值得买入吗？</blockquote></p><p> Amazon's 30,000-square-foot stores, which will&nbsp;debut in California and Ohio, are less than one-third the size of Walmart's conventional outlets. They're about one-sixth the size of Walmart Supercenter stores.</p><p><blockquote>亚马逊将在加利福尼亚州和俄亥俄州首次亮相，占地 30,000 平方英尺，面积不到沃尔玛传统门店的三分之一。它们大约是沃尔玛超级中心商店的六分之一。</blockquote></p><p> Walmart, the behemoth of brick-and-mortar discount stores, is dueling Amazon, the giant of online shopping, in a battle over the future of retail, e-commerce and grocery shopping.</p><p><blockquote>实体折扣店巨头沃尔玛正在与在线购物巨头亚马逊决斗，争夺零售、电子商务和杂货购物的未来。</blockquote></p><p> Much work remains for either company to win theAmazon vs. Walmart battle. Walmart needs to expand online operations while also managing 11,500 stores across 28 countries, of which 4,743 are in the U.S. It's in the process of redesigning 1,000 stores by the end of 2021. Its goal is to create a more streamlined and faster shopping experience for customers.</p><p><blockquote>两家公司要想赢得亚马逊与沃尔玛的战斗，都还有很多工作要做。沃尔玛需要扩大在线业务，同时还管理着遍布 28 个国家的 11,500 家商店，其中 4,743 家位于美国。到 2021 年底，沃尔玛正在重新设计 1,000 家商店。其目标是为顾客创造更简化、更快捷的购物体验。</blockquote></p><p> At the same time, Amazon must continue its aggressive rollout of warehouse distribution centers and figure out its strategy for building physical stores.</p><p><blockquote>与此同时，亚马逊必须继续大力推广仓储配送中心，并想出建立实体店的策略。</blockquote></p><p> Amazon Is Making Critical Investments</p><p><blockquote>亚马逊正在进行关键投资</blockquote></p><p> \"The key question from here is when/if does the current investment cycle drive evidence of share gains and margin leverage,\" RBC Capital Markets analyst Brad Erickson said in a note. \"Only time will tell, but in our view AMZN stock is making critical investments as consumers increasingly demand faster shipping which should at least maintain share gains while, importantly, growing gross profit dollars.\"</p><p><blockquote>加拿大皇家银行资本市场分析师布拉德·埃里克森在一份报告中表示：“这里的关键问题是，当前的投资周期何时/是否会推动股票收益和利润率杠杆的证据。”“只有时间才能证明一切，但在我们看来，随着消费者越来越要求更快的运输，AMZN 股票正在进行关键投资，这至少应该保持股价收益，同时重要的是，毛利润不断增长。”</blockquote></p><p> Amazon reported&nbsp;third-quarter results&nbsp;on Oct. 28. Adjusted earnings fell 51% from the year-ago period to $6.12 a share. Analysts expected $8.92 a share. Revenue climbed 15% to $110.8 billion, below expectations of $111.6 billion.</p><p><blockquote>亚马逊于 10 月 28 日公布了第三季度业绩。调整后收益较去年同期下降 51%，至每股 6.12 美元。分析师预计每股 8.92 美元。收入增长 15%，达到 1108 亿美元，低于预期的 1116 亿美元。</blockquote></p><p> For its fourth quarter, Amazon forecast revenue in the range of $130 billion to $140 billion. That missed analyst estimates for $142 billion. Amazon forecast earnings before interest and taxes, called EBIT, of $1.5 billion, versus estimates of $8.1 billion.</p><p><blockquote>亚马逊预计第四季度收入将在 1300 亿至 1400 亿美元之间。这比分析师预期的 1,420 亿美元低。亚马逊预计息税前利润（EBIT）为 15 亿美元，而预期为 81 亿美元。</blockquote></p><p> The company's cloud-computing unit, Amazon Web Services, reported revenue growth of 39% to $11.6 billion. That topped estimates for 35% cloud-computing growth.</p><p><blockquote>该公司的云计算部门亚马逊网络服务报告收入增长 39%，达到 116 亿美元。这超过了云计算 35% 增长的预期。</blockquote></p><p> Cowen analyst John Blackledge recently raised his price target on Amazon stock to 4,500, from 4,300. He listed Amazon as one of the \"best ideas\" for 2022, in the mega-cap category.</p><p><blockquote>Cowen 分析师 John Blackledge 最近将亚马逊股票的目标价从 4,300 点上调至 4,500 点。他将亚马逊列为 2022 年巨型股类别的“最佳创意”之一。</blockquote></p><p> <b>Amazon Introduces Numerous New Gadgets</b></p><p><blockquote><b>亚马逊推出众多新设备</b></blockquote></p><p> On Sept. 28, Amazon introduced aplethora of consumer electronics gadgets, including smart displays and a home robot, at a fall product launch event.</p><p><blockquote>9 月 28 日，亚马逊在秋季产品发布会上推出了 aplethora 消费电子产品，包括智能显示器和家用机器人。</blockquote></p><p> The Seattle-based e-commerce giant unveiled several devices that leverage its Alexa voice assistant technology. They include theEcho Show 15smart display, which is designed to keep families organized, connected and entertained.</p><p><blockquote>这家总部位于西雅图的电子商务巨头推出了几款利用其Alexa语音助手技术的设备。其中包括Echo Show 15智能显示器，旨在让家庭保持井然有序、联系和娱乐。</blockquote></p><p> Another Alexa-enabled device is Amazon's first robot, which is named&nbsp;Astro. The robot will act as a security guard, companion and mobile smart display. It brings together new advancements in artificial intelligence, computer vision, sensor technology, and voice and edge computing, the company said.</p><p><blockquote>另一个支持Alexa的设备是亚马逊的第一个机器人，名为Astro。机器人将充当保安、伴侣和移动智能显示器。该公司表示，它汇集了人工智能、计算机视觉、传感器技术以及语音和边缘计算的新进展。</blockquote></p><p> Earlier this month, Amazon moved deeper into the television market with an&nbsp;all-new lineup of devices&nbsp;and its first Amazon-branded 4K smart TVs. The Amazon TV products go on sale in October. Amazon also introduced a 4K version of its Fire TV stick.</p><p><blockquote>本月早些时候，亚马逊推出了全新的设备系列和首款亚马逊品牌的4K智能电视，进一步进军电视市场。亚马逊电视产品将于10月上市。亚马逊还推出了4K版本的Fire电视棒。</blockquote></p><p> <b>Plenty Of Growth Opportunities</b></p><p><blockquote><b>大量增长机会</b></blockquote></p><p> Amazon entered 2021 with plenty of big growth opportunities. This included plans to expand its virtual health care program across the U.S. It is also expanding its prescription drug business.</p><p><blockquote>亚马逊带着大量的巨大增长机会进入了2021年。这包括计划在美国各地扩展其虚拟医疗保健计划。它还在扩大处方药业务。</blockquote></p><p> On March 17, Amazon announced that its telehealth pilot program, called Amazon Care, would expand to all of its U.S. employees and their families as well as other firms this summer. The program first launched at its Seattle headquarters 18 months ago.</p><p><blockquote>3 月 17 日，亚马逊宣布其名为 Amazon Care 的远程医疗试点计划将于今年夏天扩展到所有美国员工及其家人以及其他公司。该计划于18个月前在其西雅图总部首次启动。</blockquote></p><p> If Amazon can deliver more efficient health care services, the potential is enormous for fueling its growth engine — and by extension Amazon stock. Health care now comprises nearly a fifth of the U.S. economy.</p><p><blockquote>如果亚马逊能够提供更高效的医疗保健服务，那么推动其增长引擎以及亚马逊股票的潜力是巨大的。医疗保健现在占美国经济的近五分之一。</blockquote></p><p> Amazon said the program enables workers to connect with medical professionals via chat or video conference, and connect patients with medical professionals. In addition, Amazon Care can dispatch a medical professional to a patient's home for additional care.</p><p><blockquote>亚马逊表示，该计划使员工能够通过聊天或视频会议与医疗专业人员联系，并将患者与医疗专业人员联系起来。此外，亚马逊护理可以派遣医疗专业人员到患者家中进行额外护理。</blockquote></p><p> Analysts at Jefferies give Amazon a buy rating and price target or 4,000.</p><p><blockquote>杰富瑞分析师给予亚马逊买入评级，目标价为 4,000 美元。</blockquote></p><p> \"We believe low expectations following two consecutive guide-downs better positions AMZN for upside in the core retail business,\" according to a Jefferies report.</p><p><blockquote>杰富瑞 (Jefferies) 的一份报告称：“我们认为，在连续两次下调指引后，低预期使亚马逊在核心零售业务方面处于更好的上涨空间。”</blockquote></p><p> \"We also see attractive growth at AWS and advertising, AMZN's two highest margin businesses, serving to more than offset near-term cost headwinds from labor shortages and supply chain disruption,\" it said.</p><p><blockquote>该公司表示：“我们还看到 AWS 和广告业务（AMZN 利润率最高的两项业务）有吸引力的增长，足以抵消劳动力短缺和供应链中断带来的近期成本阻力。”</blockquote></p><p> <b>Tapping The Market For Prescription Drugs</b></p><p><blockquote><b>开拓处方药市场</b></blockquote></p><p></p><p> In addition, Amazon is tapping into the $350 billion market for prescription drugs. The company fired a big shot across the bow of drugstores and prescription drug wholesalers late last year when it&nbsp;launched Amazon Pharmacy. The new unit will offer Amazon Prime members discounts of up to 80% on generic drugs and 40% on brand medications.</p><p><blockquote>此外，亚马逊正在开拓3500亿美元的处方药市场。去年年底，该公司推出亚马逊药房时，向药店和处方药批发商发出了一记重磅炸弹。新部门将为亚马逊Prime会员提供仿制药高达80%的折扣，品牌药高达40%的折扣。</blockquote></p><p> On May 26, Amazon announced it is acquiring&nbsp;iconic film studio Metro-Goldwyn-Mayer&nbsp;for $8.45 billion, looking broadly expand its position in streaming video and increase the value of its Prime rewards program. The acquisition is Amazon's largest since buying Whole Foods for $13.7 billion in 2017.</p><p><blockquote>5月26日，亚马逊宣布将以84.5亿美元收购标志性电影制片厂米高梅公司，希望广泛扩大其在流媒体视频领域的地位，并增加其Prime rewards计划的价值。此次收购是亚马逊自2017年以137亿美元收购全食超市以来最大的一次收购。</blockquote></p><p> To get Amazon Prime, users pay an annual or monthly fee for the service and receive multiple perks. This includes free access to Amazon Video and Amazon Music. Amazon has invested billions of dollars in its film and TV operations as well as live sports.</p><p><blockquote>要获得 Amazon Prime，用户需要支付年费或月费，并获得多项福利。这包括免费访问亚马逊视频和亚马逊音乐。亚马逊在其电影和电视业务以及体育直播方面投资了数十亿美元。</blockquote></p><p> Another growth vehicle for Amazon in 2021 is advertising.&nbsp;When looking for a product, about half of U.S. adults start their search with Amazon. More searches draw more advertisers.&nbsp;And as Covid-19 has caused more consumers to shop online that will keep Amazon's ad growth humming.</p><p><blockquote>亚马逊2021年的另一个增长载体是广告。在寻找产品时，大约一半的美国成年人从亚马逊开始搜索。更多的搜索吸引更多的广告商。随着新冠肺炎导致更多的消费者在网上购物，这将保持亚马逊的广告增长。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.investors.com/news/technology/amazon-stock-buy-now/?src=A00220\">Investors</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":{"AMZN":"亚马逊","WMT":"沃尔玛"},"source_url":"https://www.investors.com/news/technology/amazon-stock-buy-now/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175608113","content_text":"Amazon(AMZN) plans to build its first large-format retail stores, making a new foray into physical outlets and stepping up its battle against Walmart(WMT). Is Amazon stock a buy?\nAmazon's 30,000-square-foot stores, which will debut in California and Ohio, are less than one-third the size of Walmart's conventional outlets. They're about one-sixth the size of Walmart Supercenter stores.\nWalmart, the behemoth of brick-and-mortar discount stores, is dueling Amazon, the giant of online shopping, in a battle over the future of retail, e-commerce and grocery shopping.\nMuch work remains for either company to win theAmazon vs. Walmart battle. Walmart needs to expand online operations while also managing 11,500 stores across 28 countries, of which 4,743 are in the U.S. It's in the process of redesigning 1,000 stores by the end of 2021. Its goal is to create a more streamlined and faster shopping experience for customers.\nAt the same time, Amazon must continue its aggressive rollout of warehouse distribution centers and figure out its strategy for building physical stores.\nAmazon Is Making Critical Investments\n\"The key question from here is when/if does the current investment cycle drive evidence of share gains and margin leverage,\" RBC Capital Markets analyst Brad Erickson said in a note. \"Only time will tell, but in our view AMZN stock is making critical investments as consumers increasingly demand faster shipping which should at least maintain share gains while, importantly, growing gross profit dollars.\"\nAmazon reported third-quarter results on Oct. 28. Adjusted earnings fell 51% from the year-ago period to $6.12 a share. Analysts expected $8.92 a share. Revenue climbed 15% to $110.8 billion, below expectations of $111.6 billion.\nFor its fourth quarter, Amazon forecast revenue in the range of $130 billion to $140 billion. That missed analyst estimates for $142 billion. Amazon forecast earnings before interest and taxes, called EBIT, of $1.5 billion, versus estimates of $8.1 billion.\nThe company's cloud-computing unit, Amazon Web Services, reported revenue growth of 39% to $11.6 billion. That topped estimates for 35% cloud-computing growth.\nCowen analyst John Blackledge recently raised his price target on Amazon stock to 4,500, from 4,300. He listed Amazon as one of the \"best ideas\" for 2022, in the mega-cap category.\nAmazon Introduces Numerous New Gadgets\nOn Sept. 28, Amazon introduced aplethora of consumer electronics gadgets, including smart displays and a home robot, at a fall product launch event.\nThe Seattle-based e-commerce giant unveiled several devices that leverage its Alexa voice assistant technology. They include theEcho Show 15smart display, which is designed to keep families organized, connected and entertained.\nAnother Alexa-enabled device is Amazon's first robot, which is named Astro. The robot will act as a security guard, companion and mobile smart display. It brings together new advancements in artificial intelligence, computer vision, sensor technology, and voice and edge computing, the company said.\nEarlier this month, Amazon moved deeper into the television market with an all-new lineup of devices and its first Amazon-branded 4K smart TVs. The Amazon TV products go on sale in October. Amazon also introduced a 4K version of its Fire TV stick.\nPlenty Of Growth Opportunities\nAmazon entered 2021 with plenty of big growth opportunities. This included plans to expand its virtual health care program across the U.S. It is also expanding its prescription drug business.\nOn March 17, Amazon announced that its telehealth pilot program, called Amazon Care, would expand to all of its U.S. employees and their families as well as other firms this summer. The program first launched at its Seattle headquarters 18 months ago.\nIf Amazon can deliver more efficient health care services, the potential is enormous for fueling its growth engine — and by extension Amazon stock. Health care now comprises nearly a fifth of the U.S. economy.\nAmazon said the program enables workers to connect with medical professionals via chat or video conference, and connect patients with medical professionals. In addition, Amazon Care can dispatch a medical professional to a patient's home for additional care.\nAnalysts at Jefferies give Amazon a buy rating and price target or 4,000.\n\"We believe low expectations following two consecutive guide-downs better positions AMZN for upside in the core retail business,\" according to a Jefferies report.\n\"We also see attractive growth at AWS and advertising, AMZN's two highest margin businesses, serving to more than offset near-term cost headwinds from labor shortages and supply chain disruption,\" it said.\nTapping The Market For Prescription Drugs\nIn addition, Amazon is tapping into the $350 billion market for prescription drugs. The company fired a big shot across the bow of drugstores and prescription drug wholesalers late last year when it launched Amazon Pharmacy. The new unit will offer Amazon Prime members discounts of up to 80% on generic drugs and 40% on brand medications.\nOn May 26, Amazon announced it is acquiring iconic film studio Metro-Goldwyn-Mayer for $8.45 billion, looking broadly expand its position in streaming video and increase the value of its Prime rewards program. The acquisition is Amazon's largest since buying Whole Foods for $13.7 billion in 2017.\nTo get Amazon Prime, users pay an annual or monthly fee for the service and receive multiple perks. This includes free access to Amazon Video and Amazon Music. Amazon has invested billions of dollars in its film and TV operations as well as live sports.\nAnother growth vehicle for Amazon in 2021 is advertising. When looking for a product, about half of U.S. adults start their search with Amazon. More searches draw more advertisers. And as Covid-19 has caused more consumers to shop online that will keep Amazon's ad growth humming.","news_type":1,"symbols_score_info":{"AMZN":0.9,"WMT":0.9}},"isVote":1,"tweetType":1,"viewCount":3431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691347994,"gmtCreate":1640141779909,"gmtModify":1640141780325,"author":{"id":"3577771722524346","authorId":"3577771722524346","name":"Shishir","avatar":"https://static.tigerbbs.com/5bbb5ffb9814e2b46f518ffcbf85ff64","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577771722524346","authorIdStr":"3577771722524346"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691347994","repostId":"1184116002","repostType":4,"repost":{"id":"1184116002","kind":"news","pubTimestamp":1640140972,"share":"https://www.laohunote.com/m/news/1184116002?lang=zh_CN&edition=full","pubTime":"2021-12-22 10:42","market":"us","language":"en","title":"Palantir: Buy The Dip Before Year-End<blockquote>Palantir：年底前逢低买入</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184116002","media":"Seeking Alpha","summary":"Summary\n\nShares of Palantir have dropped 30% since the start of November, despite a fundamental busi","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Shares of Palantir have dropped 30% since the start of November, despite a fundamental business that continues to thrive.</li>  <li>In particular, Palantir has been successful at diversifying away from government contracts, with overall commercial revenue growth accelerating in Q3 and more than doubling in the U.S.</li>  <li>Still, the government business is not slacking, with the company winning recent contracts with the Air Force, Department of Health and Human Services, and National Institutes of Health.</li>  <li>Cash flow is also trending ahead of plan, driving the company to boost its full-year cash flow guidance by $100 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d27ed9cd275848c088c2f7966c6a9b0c\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>尽管基本面业务持续蓬勃发展，但 Palantir 的股价自 11 月初以来已下跌 30%。</li><li>特别是，Palantir 成功地实现了政府合同的多元化，第三季度整体商业收入增长加速，在美国增长了一倍多。</li><li>尽管如此，政府业务并没有懈怠，该公司最近赢得了与空军、卫生与公众服务部以及美国国立卫生研究院的合同。</li><li>现金流的趋势也超前于计划，推动该公司将全年现金流指引提高了 1 亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> The mantra of \"thinking and investing for the long term\" is a well-touted investment principle, yet rarely ever put into practice. It's also a rule that is most commonly broken in the tech sector, where investors choose their stocks primarily based on momentum and rarely based on fundamentals and value.</p><p><blockquote>“长期思考和投资”的口头禅是一个被吹捧的投资原则，但很少付诸实践。这也是科技行业最常被打破的规则，投资者主要根据势头选择股票，很少根据基本面和价值。</blockquote></p><p> So when the great growth correction of 2021 happened in the fourth quarter this year, while many stocks certainly deserved a small correction and a breather in valuations, many high-quality names got knocked down multiple pegs far more than their fundamentals justify. In this bucket is Palantir (PLTR), the big data analytics powerhouse which has seen a tremendous correction in its share price despite a business that has never looked healthier.</p><p><blockquote>因此，当 2021 年的大幅增长调整发生在今年第四季度时，虽然许多股票肯定应该得到小幅调整和估值喘息，但许多优质股票受到的多重挂钩打击远远超出了其基本面的合理范围。大数据分析巨头 Palantir (PLTR) 就是其中之一，尽管业务看起来从未如此健康，但其股价却出现了巨大调整。</blockquote></p><p> Perhaps alone among high-profile software IPOs, Palantir has had a very rocky trading journey since going public last October. Palantir took a while to get off the ground, as investors worried early on that the lack of an insider lockup period would pressure Palantir's ability to rally. The stock did end up rallying and peaked near $40 in mid-February, before proceeding to trade in a very jagged and choppy fashion throughout the rest of the year, including a ~30% decline since November alongside other tech growth stocks.</p><p><blockquote>Palantir 可能是备受瞩目的软件 IPO 中唯一一家，自去年 10 月上市以来，它的交易历程非常坎坷。Palantir 花了一段时间才起步，因为投资者很早就担心缺乏内部锁定期会给 Palantir 的反弹能力带来压力。该股最终确实反弹，并在 2 月中旬达到 40 美元附近的峰值，然后在今年剩余时间里以非常锯齿状和波动的方式进行交易，包括自 11 月以来与其他科技股一起下跌了约 30%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28dd4c60f2471cddc190b107c562cb57\" tg-width=\"635\" tg-height=\"417\" 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> Throughout this tumultuous time period, I've happily held onto my Palantir stock, and this company is one of the rare exceptions where I'm&nbsp;<b>very bullish</b>&nbsp;on a stock that is technically trading at quite expensive valuation multiples (though, with the sharp correction from February peaks, Palantir isn't trading at the egregiously expensive multiples it was trading at earlier). I continue to view Palantir as a tech mega-cap in the making, one with a powerhouse software platform that is broadly applicable across industries, and across both the public and private sectors. Currently dominant primarily in the United States, Palantir also has broadly untested expansion opportunities abroad, where innovation in big data and machine learning technologies has not quite yet matured.</p><p><blockquote>在这段动荡的时期，我很高兴地持有我的 Palantir 股票，而这家公司是我持有的少数例外之一<b>非常看涨</b>从技术上讲，这只股票的交易估值倍数相当昂贵（不过，随着 2 月份峰值的大幅回调，Palantir 的交易倍数并没有像之前那样昂贵）。我仍然将 Palantir 视为一家正在形成的科技巨头，拥有广泛适用于各行各业、公共和私营部门的强大软件平台。Palantir目前主要在美国占据主导地位，在大数据和机器学习技术的创新尚未完全成熟的国外也有未经测试的扩张机会。</blockquote></p><p> Stay long here, and add to your positions in Palantir at its new lower price before year-end: in my view, Palantir is well-equipped to outperform the market indices for years to come.</p><p><blockquote>长期留在这里，并在年底前以新的较低价格增加您在 Palantir 的头寸：在我看来，Palantir 有能力在未来几年跑赢市场指数。</blockquote></p><p> <b>Recent wins showcase how prominent Palantir is</b></p><p><blockquote><b>最近的胜利展示了 Palantir 的突出地位</b></blockquote></p><p> Before we get into more granular details and fundamentals, it's worthwhile to illustrate that Palantir has been busy from a go-to-market perspective. The company is always on the heels of some large, transformational deal, and the current situation is no different. In particular, the company has just recently signed a multi-year $60 million deal with the National Institutes of Health:</p><p><blockquote>在我们深入探讨更详细的细节和基本面之前，值得说明的是，Palantir 从上市的角度一直很忙。该公司总是紧随一些大型转型交易之后，目前的情况也不例外。特别是，该公司最近刚刚与美国国立卫生研究院签署了一项价值 6000 万美元的多年期协议：</blockquote></p><p> Figure 1. Palantir NIH win</p><p><blockquote>图1。Palantir ni win</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db52b9f945c292c1b56f4d6b0a3ed00d\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 第三季度收益表</span></p></blockquote></p><p> And, building off the strength that Palantir has historically enjoyed with the U.S. armed forces, the company also signed a four-year $87 million deal with the Department of Veterans Affairs:</p><p><blockquote>此外，凭借 Palantir 历来与美国武装部队的实力，该公司还与退伍军人事务部签署了一项为期四年、价值 8700 万美元的协议：</blockquote></p><p> Figure 2. Palantir VA win</p><p><blockquote>图2。帕兰蒂尔和温</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/905489ce382c58d0ea9896420a67ce9a\" tg-width=\"640\" tg-height=\"301\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 第三季度收益表</span></p></blockquote></p><p> And though the large deals that Palantir showcase are typically public-sector deals, the company's commercial/enterprise sales have recently picked up steam as well, which we'll discuss in further detail in this article.</p><p><blockquote>尽管Palantir展示的大宗交易通常是公共部门交易，但该公司的商业/企业销售最近也有所上升，我们将在本文中进一步讨论。</blockquote></p><p> <b>The bullish thesis for Palantir, revisited</b></p><p><blockquote><b>Palantir 的看涨论点，重新审视</b></blockquote></p><p> With the recent pessimism in Palantir stock over the past two months, it can be easy for investors to forget the longer-term bullish thesis and fundamental merits that this company possesses in abundance.</p><p><blockquote>由于过去两个月 Palantir 股票的悲观情绪，投资者很容易忘记该公司拥有的长期看涨论点和基本面优势。</blockquote></p><p></p><p> Here's a refresher of all the key reasons why this company is a superstar:</p><p><blockquote>以下是这家公司成为超级明星的所有关键原因：</blockquote></p><p> <ul>  <li><b>Big data is a massive discipline that can be applied in nearly limitless ways.</b>Palantir isn't a software company that serves only one or a limited set of use cases. Data and inferences that can be made from data are prevalent in just about everything: which explains why Palantir is such a powerful tool for both public and private sector clients.</li>  <li><b>Growth at scale.</b>Despite being at a ~$2 billion annual revenue scale, Palantir continues to deliver 30-40% y/y revenue growth, and its long-term outlook calls for the company to be able to sustain growth rates in excess of 30% y/y through at least 2025. Few companies are able to achieve this kind of growth at scale, and it's a testament to the wide applicability of Palantir's products and the humongous clientele it has drawn (in particular, the U.S. Army).</li>  <li><b>Stepping up go-to-market momentum.</b>Palantir is chasing growth across a wide variety of channels. The company has stepped up its sales hiring this year, a nod at the broad market opportunity it has and the need for more territory coverage. Palantir also has deepened relationships with ISVs (integrated service vendors) that can resell Palantir's products without its involvement and offer additional coverage that Palantir's direct sales force can't handle.</li>  <li><b>One foot in the public sector, one foot in private</b>. Palantir made its name on being a large federal government contractor, but its products are just as compelling to an enterprise segment that is growing ever more obsessed with the value of big data. Most software companies start off as primarily dealing with enterprise buyers, and then hopefully getting FedRAMP certification to sell into public sector clients later. Palantir did the reverse: but now, its momentum with Fortune 100 companies is continuing to grow, and customer adds are continuing to trend at an impressive pace.</li>  <li><b>Free cash flow.</b>Though not yet profitable from a GAAP standpoint, Palantir continues to exceed internal expectations for free cash flow, which means the business is self-financing (a departure from. many other rapid-growth software companies that continue to need to raise capital to finance their losses).</li> </ul> <b>Valuation isn't cheap, but more reasonable than in the past</b></p><p><blockquote><ul><li><b>大数据是一门庞大的学科，可以以几乎无限的方式应用。</b>Palantir不是一家只服务于一个或有限一组用例的软件公司。数据和从数据中得出的推论几乎在所有事情中都很普遍：这解释了为什么Palantir对公共和私营部门客户来说都是如此强大的工具。</li><li><b>规模增长。</b>尽管年收入规模约为 20 亿美元，Palantir 仍继续实现 30-40% 的同比收入增长，其长期展望评级是该公司至少到 2025 年能够保持超过 30% 的同比增长率。很少有公司能够实现这种大规模增长，这证明了 Palantir 产品的广泛适用性及其吸引的庞大客户（特别是美国陆军）。</li><li><b>加大上市势头。</b>Palantir 正在通过各种渠道追求增长。该公司今年加大了销售招聘力度，这是对其拥有广阔市场机会以及对更多地区覆盖的需求的认可。Palantir还加深了与ISV（综合服务供应商）的关系，ISV可以在没有其参与的情况下转售Palantir的产品，并提供Palantir直销团队无法处理的额外覆盖范围。</li><li><b>一只脚在公共部门，一只脚在私营部门</b>. Palantir 因成为一家大型联邦政府承包商而声名鹊起，但其产品对越来越痴迷于大数据价值的企业部门来说同样具有吸引力。大多数软件公司一开始主要与企业买家打交道，然后希望获得FedRAMP认证，以便以后销售给公共部门客户。Palantir 的做法恰恰相反：但现在，它与财富 100 强公司的势头持续增长，客户增加继续以令人印象深刻的速度呈现。</li><li><b>自由现金流。</b>尽管从 GAAP 的角度来看尚未盈利，但 Palantir 继续超出自由现金流的内部预期，这意味着该业务是自筹资金的（与许多其他快速增长的软件公司不同，它们仍然需要筹集资金来弥补亏损）。</li></ul><b>估值不便宜，但比过去更合理</b></blockquote></p><p> I wouldn't go so far as to say that Palantir's recent correction has left the stock at cheap levels - but for the caliber of this company's brand, plus its consistent combination of hyper-growth at scale while building up profitability and margins, I view its current valuation as quite reasonable.</p><p><blockquote>我不会说 Palantir 最近的调整使该股处于廉价水平 - 但对于该公司的品牌规模，加上其在建立盈利能力和利润率的同时持续的规模高速增长，我认为它目前的估值相当合理。</blockquote></p><p> At current share prices near $18, Palantir trades at a market cap of $35.99 billion. After netting off the $2.48 billion cash pile on its books (another reason to be bullish on Palantir: it has a load of cash and is unencumbered by debt), its resulting&nbsp;<b>enterprise value is $33.51 billion.</b></p><p><blockquote>目前股价接近 18 美元，Palantir 的市值为 359.9 亿美元。在扣除账面上 24.8 亿美元的现金后（看好 Palantir 的另一个原因：它拥有大量现金，并且不受债务负担），其结果<b>企业价值为335.1亿美元。</b></blockquote></p><p> For next fiscal year FY22, meanwhile, Wall Street analysts are expecting Palantir to deliver $1.98 billion in revenue, representing 30% y/y revenue growth (data from&nbsp;Yahoo Finance). Considering the company has committed to 30%+ annual revenue growth throughout 2022 (and this is a company that has routinely delivered well ahead of its promises), I'd say this outlook is a little dim. Yet regardless of that, at this revenue estimate Palantir trades at&nbsp;<b>16.9x EV/FY22 revenue.</b></p><p><blockquote>与此同时，华尔街分析师预计 Palantir 将实现 19.8 亿美元的收入，同比增长 30%（数据来自雅虎财经）。考虑到该公司承诺在 2022 年全年实现 30% 以上的年收入增长（而且这家公司经常远远超出其承诺），我认为这个前景有点黯淡。尽管如此，根据这一收入估计，Palantir 的交易价格为<b>16.9 倍 EV/2022 财年收入。</b></blockquote></p><p> Again, we can hardly call this cheap, and in the face of rising interest rates, certainly Palantir's prior valuation multiples in the high-20s were unsustainable. But given this company's rapid growth trajectory, I'd say the ~$18 price level still represents a great entry point for the longer-term investor.</p><p><blockquote>同样，我们很难以如此便宜的价格看涨期权，而且面对不断上升的利率，Palantir 之前在 20 多岁的估值倍数肯定是不可持续的。但考虑到这家公司的快速增长轨迹，我认为约 18 美元的价格水平对于长期投资者来说仍然是一个很好的切入点。</blockquote></p><p> <b>Q3 results showcase tremendous fundamental traction, especially in the commercial segment</b></p><p><blockquote><b>第三季度业绩显示了巨大的基本面牵引力，尤其是在商业领域</b></blockquote></p><p> We additionally note that Palantir's end-of-year correction has been accompanied by a continuation of its strong fundamentals. Take a look at the Q3 earnings results below:</p><p><blockquote>我们还注意到，Palantir 的年终调整伴随着其强劲基本面的延续。看看下面的第三季度盈利结果：</blockquote></p><p> Figure 3. Palantir Q3 results</p><p><blockquote>图3。Palantir第三季度业绩</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e606183fac49ce4616a25d86d7fac0cf\" tg-width=\"640\" tg-height=\"585\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 第三季度收益表</span></p></blockquote></p><p> Palantir's revenue grew at a robust 35% y/y pace to $392.1 million in the quarter, beating Wall Street's expectations of $386.6 million (+33% y/y) by a two-point margin. We note that revenue growth did decelerate versus 49% y/y growth in Q2, but that's largely due to an easier comp versus the pandemic period in Q2 of last year.</p><p><blockquote>Palantir 本季度收入同比强劲增长 35%，达到 3.921 亿美元，超出华尔街预期的 3.866 亿美元（同比增长 33%）两个百分点。我们注意到，与第二季度 49% 的同比增长率相比，收入增长确实有所放缓，但这主要是由于与去年第二季度的大流行时期相比，收入增长更容易。</blockquote></p><p> The major highlight in Q3 was Palantir's success in driving enterprise go-to-market. The company reported commercial revenue growth of 37% y/y in Q3 - which, despite tougher comps, represented substantial acceleration over the prior few quarters:</p><p><blockquote>第三季度的主要亮点是 Palantir 在推动企业上市方面的成功。该公司报告第三季度商业收入同比增长 37%，尽管竞争更加艰难，但比前几个季度大幅加速：</blockquote></p><p> Figure 4. Palantir commercial revenue trends</p><p><blockquote>图4。Palantir 商业收入趋势</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ad4016e482cb4fc94422618c18cd3a0\" tg-width=\"640\" tg-height=\"398\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 第三季度收益表</span></p></blockquote></p><p> We note as well that when counting U.S. commercial revenue only, Palantir grew domestic enterprise revenue at a blazing&nbsp;<b>103% y/y pace.</b></p><p><blockquote>我们还注意到，仅计算美国商业收入时，Palantir 国内企业收入增长迅猛<b>同比增长 103%。</b></blockquote></p><p> Note as well that as of the moment, Palantir remains a relatively early-stage enterprise software vendor with relatively few, but large customers. Q3 saw the biggest customer expansion in Palantir's history. The company added 34 net-new customers in Q3 to end the quarter at 203 total customers, which is a significant 20% expansion in the company's customer base in the space of a single quarter. Year over year, the company also boosted its commercial customer counts by 46%.</p><p><blockquote>另请注意，截至目前，Palantir仍然是一家相对早期的企业软件供应商，客户相对较少，但规模较大。第三季度见证了 Palantir 历史上最大的客户扩张。该公司第三季度净增客户 34 家，截至本季度末客户总数为 203 家，这意味着该公司客户群在单季度内显着扩大了 20%。该公司的商业客户数量也同比增长了 46%。</blockquote></p><p> Figure 5. Palantir customer adds</p><p><blockquote>图5。Palantir 客户添加</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c334545c0f1a8387eead268cc0ce5f1\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 第三季度收益表</span></p></blockquote></p><p> Recall as well that for its enterprise customers, Palantir adopts a \"land and expand\" playbook that many SaaS companies adhere to. These customers may start off as smaller deployments that grow substantially over time.</p><p><blockquote>还要记住，对于其企业客户，Palantir采用了许多SaaS公司坚持的“土地和扩张”策略。这些客户可能从较小的部署开始，随着时间的推移会大幅增长。</blockquote></p><p> Equally worth noting is that Palantir's&nbsp;<b>billings</b>&nbsp;expanded 56% y/y to $347 million. The surplus of Palantir's billings growth rates over its revenue growth, plus the sharp buildup in its remaining performance obligations, give us confidence that the company will be able to make good on its promise of sustaining 30%+ revenue growth for years to come.</p><p><blockquote>同样值得注意的是，Palantir<b>比林斯</b>同比增长 56%，达到 3.47 亿美元。Palantir 的账单增长率超过其收入增长，加上其剩余履约义务的急剧增加，让我们相信该公司将能够兑现未来几年维持 30% 以上收入增长的承诺。</blockquote></p><p> Lastly, a word on profitability. Palantir's customer growth, and at a positive contribution margin as well, has driven the company to dramatically boost its adjusted free cash flow. In Q3, adjusted FCF hit $119 million, or a ~30% adjusted FCF margin - versus cash&nbsp;<b>burn</b>&nbsp;of -$53 million in the prior-year period.</p><p><blockquote>最后，谈谈盈利能力。Palantir 的客户增长以及正贡献率促使该公司大幅增加调整后的自由现金流。第三季度，调整后自由现金流达到 1.19 亿美元，调整后自由现金流利润率约为 30% - 与现金相比<b>燃烧</b>上年同期为-5300万美元。</blockquote></p><p> Figure 6. Palantir FCF trends</p><p><blockquote>图6。Palantir FCF 趋势</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca53d0292b7696376d644c0d6a85e707\" tg-width=\"640\" tg-height=\"313\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 第三季度收益表</span></p></blockquote></p><p> Building on the strength in cash flow that the company has seen all year, Palantir management also increased its annual FCF guidance for FY21 to $400+ million, versus a prior outlook of just $300+ million. These moves, in my view, solidify to investors in a very risk-off market mindset that Palantir isn't just growing robustly, but also keeping profitability balance in mind.</p><p><blockquote>在公司全年现金流强劲的基础上，Palantir 管理层还将 2021 财年的年度自由现金流指引提高至 4 亿多美元，而之前的预期仅为 3 亿多美元。在我看来，这些举措巩固了投资者对风险规避的市场心态，即 Palantir 不仅增长强劲，而且还保持了盈利平衡。</blockquote></p><p> <b>Key takeaways</b></p><p><blockquote><b>主要要点</b></blockquote></p><p> In my view, Palantir retains a very long runway for success. The company's undisputed category leadership in big data and analytics continues to prove out new use cases for both public and private-sector teams, and the fact that Palantir can continue to grow at &gt;30% y/y despite hitting an expected ~$2 billion annual revenue run rate next year further solidifies that Palantir is a unique and rare story in the software sector. Take advantage of the ~30% correction since November to build up a well-timed position in this stock.</p><p><blockquote>在我看来，Palantir 为成功保留了一条很长的跑道。该公司在大数据和分析领域无可争议的类别领先地位继续为公共和私营部门团队证明新的用例，事实上，尽管预计明年年收入将达到约 20 亿美元，但 Palantir 仍能继续以 30% 以上的速度增长明年，这进一步巩固了 Palantir 是软件领域一个独特而罕见的故事。利用 11 月以来约 30% 的回调，及时建仓该股。</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: Buy The Dip Before Year-End<blockquote>Palantir：年底前逢低买入</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Buy The Dip Before Year-End<blockquote>Palantir：年底前逢低买入</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-22 10:42</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>Shares of Palantir have dropped 30% since the start of November, despite a fundamental business that continues to thrive.</li>  <li>In particular, Palantir has been successful at diversifying away from government contracts, with overall commercial revenue growth accelerating in Q3 and more than doubling in the U.S.</li>  <li>Still, the government business is not slacking, with the company winning recent contracts with the Air Force, Department of Health and Human Services, and National Institutes of Health.</li>  <li>Cash flow is also trending ahead of plan, driving the company to boost its full-year cash flow guidance by $100 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d27ed9cd275848c088c2f7966c6a9b0c\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>尽管基本面业务持续蓬勃发展，但 Palantir 的股价自 11 月初以来已下跌 30%。</li><li>特别是，Palantir 成功地实现了政府合同的多元化，第三季度整体商业收入增长加速，在美国增长了一倍多。</li><li>尽管如此，政府业务并没有懈怠，该公司最近赢得了与空军、卫生与公众服务部以及美国国立卫生研究院的合同。</li><li>现金流的趋势也超前于计划，推动该公司将全年现金流指引提高了 1 亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> The mantra of \"thinking and investing for the long term\" is a well-touted investment principle, yet rarely ever put into practice. It's also a rule that is most commonly broken in the tech sector, where investors choose their stocks primarily based on momentum and rarely based on fundamentals and value.</p><p><blockquote>“长期思考和投资”的口头禅是一个被吹捧的投资原则，但很少付诸实践。这也是科技行业最常被打破的规则，投资者主要根据势头选择股票，很少根据基本面和价值。</blockquote></p><p> So when the great growth correction of 2021 happened in the fourth quarter this year, while many stocks certainly deserved a small correction and a breather in valuations, many high-quality names got knocked down multiple pegs far more than their fundamentals justify. In this bucket is Palantir (PLTR), the big data analytics powerhouse which has seen a tremendous correction in its share price despite a business that has never looked healthier.</p><p><blockquote>因此，当 2021 年的大幅增长调整发生在今年第四季度时，虽然许多股票肯定应该得到小幅调整和估值喘息，但许多优质股票受到的多重挂钩打击远远超出了其基本面的合理范围。大数据分析巨头 Palantir (PLTR) 就是其中之一，尽管业务看起来从未如此健康，但其股价却出现了巨大调整。</blockquote></p><p> Perhaps alone among high-profile software IPOs, Palantir has had a very rocky trading journey since going public last October. Palantir took a while to get off the ground, as investors worried early on that the lack of an insider lockup period would pressure Palantir's ability to rally. The stock did end up rallying and peaked near $40 in mid-February, before proceeding to trade in a very jagged and choppy fashion throughout the rest of the year, including a ~30% decline since November alongside other tech growth stocks.</p><p><blockquote>Palantir 可能是备受瞩目的软件 IPO 中唯一一家，自去年 10 月上市以来，它的交易历程非常坎坷。Palantir 花了一段时间才起步，因为投资者很早就担心缺乏内部锁定期会给 Palantir 的反弹能力带来压力。该股最终确实反弹，并在 2 月中旬达到 40 美元附近的峰值，然后在今年剩余时间里以非常锯齿状和波动的方式进行交易，包括自 11 月以来与其他科技股一起下跌了约 30%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28dd4c60f2471cddc190b107c562cb57\" tg-width=\"635\" tg-height=\"417\" 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> Throughout this tumultuous time period, I've happily held onto my Palantir stock, and this company is one of the rare exceptions where I'm&nbsp;<b>very bullish</b>&nbsp;on a stock that is technically trading at quite expensive valuation multiples (though, with the sharp correction from February peaks, Palantir isn't trading at the egregiously expensive multiples it was trading at earlier). I continue to view Palantir as a tech mega-cap in the making, one with a powerhouse software platform that is broadly applicable across industries, and across both the public and private sectors. Currently dominant primarily in the United States, Palantir also has broadly untested expansion opportunities abroad, where innovation in big data and machine learning technologies has not quite yet matured.</p><p><blockquote>在这段动荡的时期，我很高兴地持有我的 Palantir 股票，而这家公司是我持有的少数例外之一<b>非常看涨</b>从技术上讲，这只股票的交易估值倍数相当昂贵（不过，随着 2 月份峰值的大幅回调，Palantir 的交易倍数并没有像之前那样昂贵）。我仍然将 Palantir 视为一家正在形成的科技巨头，拥有广泛适用于各行各业、公共和私营部门的强大软件平台。Palantir目前主要在美国占据主导地位，在大数据和机器学习技术的创新尚未完全成熟的国外也有未经测试的扩张机会。</blockquote></p><p> Stay long here, and add to your positions in Palantir at its new lower price before year-end: in my view, Palantir is well-equipped to outperform the market indices for years to come.</p><p><blockquote>长期留在这里，并在年底前以新的较低价格增加您在 Palantir 的头寸：在我看来，Palantir 有能力在未来几年跑赢市场指数。</blockquote></p><p> <b>Recent wins showcase how prominent Palantir is</b></p><p><blockquote><b>最近的胜利展示了 Palantir 的突出地位</b></blockquote></p><p> Before we get into more granular details and fundamentals, it's worthwhile to illustrate that Palantir has been busy from a go-to-market perspective. The company is always on the heels of some large, transformational deal, and the current situation is no different. In particular, the company has just recently signed a multi-year $60 million deal with the National Institutes of Health:</p><p><blockquote>在我们深入探讨更详细的细节和基本面之前，值得说明的是，Palantir 从上市的角度一直很忙。该公司总是紧随一些大型转型交易之后，目前的情况也不例外。特别是，该公司最近刚刚与美国国立卫生研究院签署了一项价值 6000 万美元的多年期协议：</blockquote></p><p> Figure 1. Palantir NIH win</p><p><blockquote>图1。Palantir ni win</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db52b9f945c292c1b56f4d6b0a3ed00d\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 第三季度收益表</span></p></blockquote></p><p> And, building off the strength that Palantir has historically enjoyed with the U.S. armed forces, the company also signed a four-year $87 million deal with the Department of Veterans Affairs:</p><p><blockquote>此外，凭借 Palantir 历来与美国武装部队的实力，该公司还与退伍军人事务部签署了一项为期四年、价值 8700 万美元的协议：</blockquote></p><p> Figure 2. Palantir VA win</p><p><blockquote>图2。帕兰蒂尔和温</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/905489ce382c58d0ea9896420a67ce9a\" tg-width=\"640\" tg-height=\"301\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 第三季度收益表</span></p></blockquote></p><p> And though the large deals that Palantir showcase are typically public-sector deals, the company's commercial/enterprise sales have recently picked up steam as well, which we'll discuss in further detail in this article.</p><p><blockquote>尽管Palantir展示的大宗交易通常是公共部门交易，但该公司的商业/企业销售最近也有所上升，我们将在本文中进一步讨论。</blockquote></p><p> <b>The bullish thesis for Palantir, revisited</b></p><p><blockquote><b>Palantir 的看涨论点，重新审视</b></blockquote></p><p> With the recent pessimism in Palantir stock over the past two months, it can be easy for investors to forget the longer-term bullish thesis and fundamental merits that this company possesses in abundance.</p><p><blockquote>由于过去两个月 Palantir 股票的悲观情绪，投资者很容易忘记该公司拥有的长期看涨论点和基本面优势。</blockquote></p><p></p><p> Here's a refresher of all the key reasons why this company is a superstar:</p><p><blockquote>以下是这家公司成为超级明星的所有关键原因：</blockquote></p><p> <ul>  <li><b>Big data is a massive discipline that can be applied in nearly limitless ways.</b>Palantir isn't a software company that serves only one or a limited set of use cases. Data and inferences that can be made from data are prevalent in just about everything: which explains why Palantir is such a powerful tool for both public and private sector clients.</li>  <li><b>Growth at scale.</b>Despite being at a ~$2 billion annual revenue scale, Palantir continues to deliver 30-40% y/y revenue growth, and its long-term outlook calls for the company to be able to sustain growth rates in excess of 30% y/y through at least 2025. Few companies are able to achieve this kind of growth at scale, and it's a testament to the wide applicability of Palantir's products and the humongous clientele it has drawn (in particular, the U.S. Army).</li>  <li><b>Stepping up go-to-market momentum.</b>Palantir is chasing growth across a wide variety of channels. The company has stepped up its sales hiring this year, a nod at the broad market opportunity it has and the need for more territory coverage. Palantir also has deepened relationships with ISVs (integrated service vendors) that can resell Palantir's products without its involvement and offer additional coverage that Palantir's direct sales force can't handle.</li>  <li><b>One foot in the public sector, one foot in private</b>. Palantir made its name on being a large federal government contractor, but its products are just as compelling to an enterprise segment that is growing ever more obsessed with the value of big data. Most software companies start off as primarily dealing with enterprise buyers, and then hopefully getting FedRAMP certification to sell into public sector clients later. Palantir did the reverse: but now, its momentum with Fortune 100 companies is continuing to grow, and customer adds are continuing to trend at an impressive pace.</li>  <li><b>Free cash flow.</b>Though not yet profitable from a GAAP standpoint, Palantir continues to exceed internal expectations for free cash flow, which means the business is self-financing (a departure from. many other rapid-growth software companies that continue to need to raise capital to finance their losses).</li> </ul> <b>Valuation isn't cheap, but more reasonable than in the past</b></p><p><blockquote><ul><li><b>大数据是一门庞大的学科，可以以几乎无限的方式应用。</b>Palantir不是一家只服务于一个或有限一组用例的软件公司。数据和从数据中得出的推论几乎在所有事情中都很普遍：这解释了为什么Palantir对公共和私营部门客户来说都是如此强大的工具。</li><li><b>规模增长。</b>尽管年收入规模约为 20 亿美元，Palantir 仍继续实现 30-40% 的同比收入增长，其长期展望评级是该公司至少到 2025 年能够保持超过 30% 的同比增长率。很少有公司能够实现这种大规模增长，这证明了 Palantir 产品的广泛适用性及其吸引的庞大客户（特别是美国陆军）。</li><li><b>加大上市势头。</b>Palantir 正在通过各种渠道追求增长。该公司今年加大了销售招聘力度，这是对其拥有广阔市场机会以及对更多地区覆盖的需求的认可。Palantir还加深了与ISV（综合服务供应商）的关系，ISV可以在没有其参与的情况下转售Palantir的产品，并提供Palantir直销团队无法处理的额外覆盖范围。</li><li><b>一只脚在公共部门，一只脚在私营部门</b>. Palantir 因成为一家大型联邦政府承包商而声名鹊起，但其产品对越来越痴迷于大数据价值的企业部门来说同样具有吸引力。大多数软件公司一开始主要与企业买家打交道，然后希望获得FedRAMP认证，以便以后销售给公共部门客户。Palantir 的做法恰恰相反：但现在，它与财富 100 强公司的势头持续增长，客户增加继续以令人印象深刻的速度呈现。</li><li><b>自由现金流。</b>尽管从 GAAP 的角度来看尚未盈利，但 Palantir 继续超出自由现金流的内部预期，这意味着该业务是自筹资金的（与许多其他快速增长的软件公司不同，它们仍然需要筹集资金来弥补亏损）。</li></ul><b>估值不便宜，但比过去更合理</b></blockquote></p><p> I wouldn't go so far as to say that Palantir's recent correction has left the stock at cheap levels - but for the caliber of this company's brand, plus its consistent combination of hyper-growth at scale while building up profitability and margins, I view its current valuation as quite reasonable.</p><p><blockquote>我不会说 Palantir 最近的调整使该股处于廉价水平 - 但对于该公司的品牌规模，加上其在建立盈利能力和利润率的同时持续的规模高速增长，我认为它目前的估值相当合理。</blockquote></p><p> At current share prices near $18, Palantir trades at a market cap of $35.99 billion. After netting off the $2.48 billion cash pile on its books (another reason to be bullish on Palantir: it has a load of cash and is unencumbered by debt), its resulting&nbsp;<b>enterprise value is $33.51 billion.</b></p><p><blockquote>目前股价接近 18 美元，Palantir 的市值为 359.9 亿美元。在扣除账面上 24.8 亿美元的现金后（看好 Palantir 的另一个原因：它拥有大量现金，并且不受债务负担），其结果<b>企业价值为335.1亿美元。</b></blockquote></p><p> For next fiscal year FY22, meanwhile, Wall Street analysts are expecting Palantir to deliver $1.98 billion in revenue, representing 30% y/y revenue growth (data from&nbsp;Yahoo Finance). Considering the company has committed to 30%+ annual revenue growth throughout 2022 (and this is a company that has routinely delivered well ahead of its promises), I'd say this outlook is a little dim. Yet regardless of that, at this revenue estimate Palantir trades at&nbsp;<b>16.9x EV/FY22 revenue.</b></p><p><blockquote>与此同时，华尔街分析师预计 Palantir 将实现 19.8 亿美元的收入，同比增长 30%（数据来自雅虎财经）。考虑到该公司承诺在 2022 年全年实现 30% 以上的年收入增长（而且这家公司经常远远超出其承诺），我认为这个前景有点黯淡。尽管如此，根据这一收入估计，Palantir 的交易价格为<b>16.9 倍 EV/2022 财年收入。</b></blockquote></p><p> Again, we can hardly call this cheap, and in the face of rising interest rates, certainly Palantir's prior valuation multiples in the high-20s were unsustainable. But given this company's rapid growth trajectory, I'd say the ~$18 price level still represents a great entry point for the longer-term investor.</p><p><blockquote>同样，我们很难以如此便宜的价格看涨期权，而且面对不断上升的利率，Palantir 之前在 20 多岁的估值倍数肯定是不可持续的。但考虑到这家公司的快速增长轨迹，我认为约 18 美元的价格水平对于长期投资者来说仍然是一个很好的切入点。</blockquote></p><p> <b>Q3 results showcase tremendous fundamental traction, especially in the commercial segment</b></p><p><blockquote><b>第三季度业绩显示了巨大的基本面牵引力，尤其是在商业领域</b></blockquote></p><p> We additionally note that Palantir's end-of-year correction has been accompanied by a continuation of its strong fundamentals. Take a look at the Q3 earnings results below:</p><p><blockquote>我们还注意到，Palantir 的年终调整伴随着其强劲基本面的延续。看看下面的第三季度盈利结果：</blockquote></p><p> Figure 3. Palantir Q3 results</p><p><blockquote>图3。Palantir第三季度业绩</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e606183fac49ce4616a25d86d7fac0cf\" tg-width=\"640\" tg-height=\"585\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 第三季度收益表</span></p></blockquote></p><p> Palantir's revenue grew at a robust 35% y/y pace to $392.1 million in the quarter, beating Wall Street's expectations of $386.6 million (+33% y/y) by a two-point margin. We note that revenue growth did decelerate versus 49% y/y growth in Q2, but that's largely due to an easier comp versus the pandemic period in Q2 of last year.</p><p><blockquote>Palantir 本季度收入同比强劲增长 35%，达到 3.921 亿美元，超出华尔街预期的 3.866 亿美元（同比增长 33%）两个百分点。我们注意到，与第二季度 49% 的同比增长率相比，收入增长确实有所放缓，但这主要是由于与去年第二季度的大流行时期相比，收入增长更容易。</blockquote></p><p> The major highlight in Q3 was Palantir's success in driving enterprise go-to-market. The company reported commercial revenue growth of 37% y/y in Q3 - which, despite tougher comps, represented substantial acceleration over the prior few quarters:</p><p><blockquote>第三季度的主要亮点是 Palantir 在推动企业上市方面的成功。该公司报告第三季度商业收入同比增长 37%，尽管竞争更加艰难，但比前几个季度大幅加速：</blockquote></p><p> Figure 4. Palantir commercial revenue trends</p><p><blockquote>图4。Palantir 商业收入趋势</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ad4016e482cb4fc94422618c18cd3a0\" tg-width=\"640\" tg-height=\"398\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 第三季度收益表</span></p></blockquote></p><p> We note as well that when counting U.S. commercial revenue only, Palantir grew domestic enterprise revenue at a blazing&nbsp;<b>103% y/y pace.</b></p><p><blockquote>我们还注意到，仅计算美国商业收入时，Palantir 国内企业收入增长迅猛<b>同比增长 103%。</b></blockquote></p><p> Note as well that as of the moment, Palantir remains a relatively early-stage enterprise software vendor with relatively few, but large customers. Q3 saw the biggest customer expansion in Palantir's history. The company added 34 net-new customers in Q3 to end the quarter at 203 total customers, which is a significant 20% expansion in the company's customer base in the space of a single quarter. Year over year, the company also boosted its commercial customer counts by 46%.</p><p><blockquote>另请注意，截至目前，Palantir仍然是一家相对早期的企业软件供应商，客户相对较少，但规模较大。第三季度见证了 Palantir 历史上最大的客户扩张。该公司第三季度净增客户 34 家，截至本季度末客户总数为 203 家，这意味着该公司客户群在单季度内显着扩大了 20%。该公司的商业客户数量也同比增长了 46%。</blockquote></p><p> Figure 5. Palantir customer adds</p><p><blockquote>图5。Palantir 客户添加</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c334545c0f1a8387eead268cc0ce5f1\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 第三季度收益表</span></p></blockquote></p><p> Recall as well that for its enterprise customers, Palantir adopts a \"land and expand\" playbook that many SaaS companies adhere to. These customers may start off as smaller deployments that grow substantially over time.</p><p><blockquote>还要记住，对于其企业客户，Palantir采用了许多SaaS公司坚持的“土地和扩张”策略。这些客户可能从较小的部署开始，随着时间的推移会大幅增长。</blockquote></p><p> Equally worth noting is that Palantir's&nbsp;<b>billings</b>&nbsp;expanded 56% y/y to $347 million. The surplus of Palantir's billings growth rates over its revenue growth, plus the sharp buildup in its remaining performance obligations, give us confidence that the company will be able to make good on its promise of sustaining 30%+ revenue growth for years to come.</p><p><blockquote>同样值得注意的是，Palantir<b>比林斯</b>同比增长 56%，达到 3.47 亿美元。Palantir 的账单增长率超过其收入增长，加上其剩余履约义务的急剧增加，让我们相信该公司将能够兑现未来几年维持 30% 以上收入增长的承诺。</blockquote></p><p> Lastly, a word on profitability. Palantir's customer growth, and at a positive contribution margin as well, has driven the company to dramatically boost its adjusted free cash flow. In Q3, adjusted FCF hit $119 million, or a ~30% adjusted FCF margin - versus cash&nbsp;<b>burn</b>&nbsp;of -$53 million in the prior-year period.</p><p><blockquote>最后，谈谈盈利能力。Palantir 的客户增长以及正贡献率促使该公司大幅增加调整后的自由现金流。第三季度，调整后自由现金流达到 1.19 亿美元，调整后自由现金流利润率约为 30% - 与现金相比<b>燃烧</b>上年同期为-5300万美元。</blockquote></p><p> Figure 6. Palantir FCF trends</p><p><blockquote>图6。Palantir FCF 趋势</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca53d0292b7696376d644c0d6a85e707\" tg-width=\"640\" tg-height=\"313\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 第三季度收益表</span></p></blockquote></p><p> Building on the strength in cash flow that the company has seen all year, Palantir management also increased its annual FCF guidance for FY21 to $400+ million, versus a prior outlook of just $300+ million. These moves, in my view, solidify to investors in a very risk-off market mindset that Palantir isn't just growing robustly, but also keeping profitability balance in mind.</p><p><blockquote>在公司全年现金流强劲的基础上，Palantir 管理层还将 2021 财年的年度自由现金流指引提高至 4 亿多美元，而之前的预期仅为 3 亿多美元。在我看来，这些举措巩固了投资者对风险规避的市场心态，即 Palantir 不仅增长强劲，而且还保持了盈利平衡。</blockquote></p><p> <b>Key takeaways</b></p><p><blockquote><b>主要要点</b></blockquote></p><p> In my view, Palantir retains a very long runway for success. The company's undisputed category leadership in big data and analytics continues to prove out new use cases for both public and private-sector teams, and the fact that Palantir can continue to grow at &gt;30% y/y despite hitting an expected ~$2 billion annual revenue run rate next year further solidifies that Palantir is a unique and rare story in the software sector. Take advantage of the ~30% correction since November to build up a well-timed position in this stock.</p><p><blockquote>在我看来，Palantir 为成功保留了一条很长的跑道。该公司在大数据和分析领域无可争议的类别领先地位继续为公共和私营部门团队证明新的用例，事实上，尽管预计明年年收入将达到约 20 亿美元，但 Palantir 仍能继续以 30% 以上的速度增长明年，这进一步巩固了 Palantir 是软件领域一个独特而罕见的故事。利用 11 月以来约 30% 的回调，及时建仓该股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4476170-palantir-stock-buy-the-dip-before-year-end\">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/4476170-palantir-stock-buy-the-dip-before-year-end","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184116002","content_text":"Summary\n\nShares of Palantir have dropped 30% since the start of November, despite a fundamental business that continues to thrive.\nIn particular, Palantir has been successful at diversifying away from government contracts, with overall commercial revenue growth accelerating in Q3 and more than doubling in the U.S.\nStill, the government business is not slacking, with the company winning recent contracts with the Air Force, Department of Health and Human Services, and National Institutes of Health.\nCash flow is also trending ahead of plan, driving the company to boost its full-year cash flow guidance by $100 million.\n\nAndreas Rentz/Getty Images Entertainment\nThe mantra of \"thinking and investing for the long term\" is a well-touted investment principle, yet rarely ever put into practice. It's also a rule that is most commonly broken in the tech sector, where investors choose their stocks primarily based on momentum and rarely based on fundamentals and value.\nSo when the great growth correction of 2021 happened in the fourth quarter this year, while many stocks certainly deserved a small correction and a breather in valuations, many high-quality names got knocked down multiple pegs far more than their fundamentals justify. In this bucket is Palantir (PLTR), the big data analytics powerhouse which has seen a tremendous correction in its share price despite a business that has never looked healthier.\nPerhaps alone among high-profile software IPOs, Palantir has had a very rocky trading journey since going public last October. Palantir took a while to get off the ground, as investors worried early on that the lack of an insider lockup period would pressure Palantir's ability to rally. The stock did end up rallying and peaked near $40 in mid-February, before proceeding to trade in a very jagged and choppy fashion throughout the rest of the year, including a ~30% decline since November alongside other tech growth stocks.\nData by YCharts\nThroughout this tumultuous time period, I've happily held onto my Palantir stock, and this company is one of the rare exceptions where I'm very bullish on a stock that is technically trading at quite expensive valuation multiples (though, with the sharp correction from February peaks, Palantir isn't trading at the egregiously expensive multiples it was trading at earlier). I continue to view Palantir as a tech mega-cap in the making, one with a powerhouse software platform that is broadly applicable across industries, and across both the public and private sectors. Currently dominant primarily in the United States, Palantir also has broadly untested expansion opportunities abroad, where innovation in big data and machine learning technologies has not quite yet matured.\nStay long here, and add to your positions in Palantir at its new lower price before year-end: in my view, Palantir is well-equipped to outperform the market indices for years to come.\nRecent wins showcase how prominent Palantir is\nBefore we get into more granular details and fundamentals, it's worthwhile to illustrate that Palantir has been busy from a go-to-market perspective. The company is always on the heels of some large, transformational deal, and the current situation is no different. In particular, the company has just recently signed a multi-year $60 million deal with the National Institutes of Health:\nFigure 1. Palantir NIH win\nSource: Palantir Q3 earnings deck\nAnd, building off the strength that Palantir has historically enjoyed with the U.S. armed forces, the company also signed a four-year $87 million deal with the Department of Veterans Affairs:\nFigure 2. Palantir VA win\nSource: Palantir Q3 earnings deck\nAnd though the large deals that Palantir showcase are typically public-sector deals, the company's commercial/enterprise sales have recently picked up steam as well, which we'll discuss in further detail in this article.\nThe bullish thesis for Palantir, revisited\nWith the recent pessimism in Palantir stock over the past two months, it can be easy for investors to forget the longer-term bullish thesis and fundamental merits that this company possesses in abundance.\nHere's a refresher of all the key reasons why this company is a superstar:\n\nBig data is a massive discipline that can be applied in nearly limitless ways.Palantir isn't a software company that serves only one or a limited set of use cases. Data and inferences that can be made from data are prevalent in just about everything: which explains why Palantir is such a powerful tool for both public and private sector clients.\nGrowth at scale.Despite being at a ~$2 billion annual revenue scale, Palantir continues to deliver 30-40% y/y revenue growth, and its long-term outlook calls for the company to be able to sustain growth rates in excess of 30% y/y through at least 2025. Few companies are able to achieve this kind of growth at scale, and it's a testament to the wide applicability of Palantir's products and the humongous clientele it has drawn (in particular, the U.S. Army).\nStepping up go-to-market momentum.Palantir is chasing growth across a wide variety of channels. The company has stepped up its sales hiring this year, a nod at the broad market opportunity it has and the need for more territory coverage. Palantir also has deepened relationships with ISVs (integrated service vendors) that can resell Palantir's products without its involvement and offer additional coverage that Palantir's direct sales force can't handle.\nOne foot in the public sector, one foot in private. Palantir made its name on being a large federal government contractor, but its products are just as compelling to an enterprise segment that is growing ever more obsessed with the value of big data. Most software companies start off as primarily dealing with enterprise buyers, and then hopefully getting FedRAMP certification to sell into public sector clients later. Palantir did the reverse: but now, its momentum with Fortune 100 companies is continuing to grow, and customer adds are continuing to trend at an impressive pace.\nFree cash flow.Though not yet profitable from a GAAP standpoint, Palantir continues to exceed internal expectations for free cash flow, which means the business is self-financing (a departure from. many other rapid-growth software companies that continue to need to raise capital to finance their losses).\n\nValuation isn't cheap, but more reasonable than in the past\nI wouldn't go so far as to say that Palantir's recent correction has left the stock at cheap levels - but for the caliber of this company's brand, plus its consistent combination of hyper-growth at scale while building up profitability and margins, I view its current valuation as quite reasonable.\nAt current share prices near $18, Palantir trades at a market cap of $35.99 billion. After netting off the $2.48 billion cash pile on its books (another reason to be bullish on Palantir: it has a load of cash and is unencumbered by debt), its resulting enterprise value is $33.51 billion.\nFor next fiscal year FY22, meanwhile, Wall Street analysts are expecting Palantir to deliver $1.98 billion in revenue, representing 30% y/y revenue growth (data from Yahoo Finance). Considering the company has committed to 30%+ annual revenue growth throughout 2022 (and this is a company that has routinely delivered well ahead of its promises), I'd say this outlook is a little dim. Yet regardless of that, at this revenue estimate Palantir trades at 16.9x EV/FY22 revenue.\nAgain, we can hardly call this cheap, and in the face of rising interest rates, certainly Palantir's prior valuation multiples in the high-20s were unsustainable. But given this company's rapid growth trajectory, I'd say the ~$18 price level still represents a great entry point for the longer-term investor.\nQ3 results showcase tremendous fundamental traction, especially in the commercial segment\nWe additionally note that Palantir's end-of-year correction has been accompanied by a continuation of its strong fundamentals. Take a look at the Q3 earnings results below:\nFigure 3. Palantir Q3 results\nSource: Palantir Q3 earnings deck\nPalantir's revenue grew at a robust 35% y/y pace to $392.1 million in the quarter, beating Wall Street's expectations of $386.6 million (+33% y/y) by a two-point margin. We note that revenue growth did decelerate versus 49% y/y growth in Q2, but that's largely due to an easier comp versus the pandemic period in Q2 of last year.\nThe major highlight in Q3 was Palantir's success in driving enterprise go-to-market. The company reported commercial revenue growth of 37% y/y in Q3 - which, despite tougher comps, represented substantial acceleration over the prior few quarters:\nFigure 4. Palantir commercial revenue trends\nSource: Palantir Q3 earnings deck\nWe note as well that when counting U.S. commercial revenue only, Palantir grew domestic enterprise revenue at a blazing 103% y/y pace.\nNote as well that as of the moment, Palantir remains a relatively early-stage enterprise software vendor with relatively few, but large customers. Q3 saw the biggest customer expansion in Palantir's history. The company added 34 net-new customers in Q3 to end the quarter at 203 total customers, which is a significant 20% expansion in the company's customer base in the space of a single quarter. Year over year, the company also boosted its commercial customer counts by 46%.\nFigure 5. Palantir customer adds\nSource: Palantir Q3 earnings deck\nRecall as well that for its enterprise customers, Palantir adopts a \"land and expand\" playbook that many SaaS companies adhere to. These customers may start off as smaller deployments that grow substantially over time.\nEqually worth noting is that Palantir's billings expanded 56% y/y to $347 million. The surplus of Palantir's billings growth rates over its revenue growth, plus the sharp buildup in its remaining performance obligations, give us confidence that the company will be able to make good on its promise of sustaining 30%+ revenue growth for years to come.\nLastly, a word on profitability. Palantir's customer growth, and at a positive contribution margin as well, has driven the company to dramatically boost its adjusted free cash flow. In Q3, adjusted FCF hit $119 million, or a ~30% adjusted FCF margin - versus cash burn of -$53 million in the prior-year period.\nFigure 6. Palantir FCF trends\nSource: Palantir Q3 earnings deck\nBuilding on the strength in cash flow that the company has seen all year, Palantir management also increased its annual FCF guidance for FY21 to $400+ million, versus a prior outlook of just $300+ million. These moves, in my view, solidify to investors in a very risk-off market mindset that Palantir isn't just growing robustly, but also keeping profitability balance in mind.\nKey takeaways\nIn my view, Palantir retains a very long runway for success. The company's undisputed category leadership in big data and analytics continues to prove out new use cases for both public and private-sector teams, and the fact that Palantir can continue to grow at >30% y/y despite hitting an expected ~$2 billion annual revenue run rate next year further solidifies that Palantir is a unique and rare story in the software sector. Take advantage of the ~30% correction since November to build up a well-timed position in this stock.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":4700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691037918,"gmtCreate":1640097111055,"gmtModify":1640097111449,"author":{"id":"3577771722524346","authorId":"3577771722524346","name":"Shishir","avatar":"https://static.tigerbbs.com/5bbb5ffb9814e2b46f518ffcbf85ff64","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577771722524346","authorIdStr":"3577771722524346"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691037918","repostId":"1176535609","repostType":4,"repost":{"id":"1176535609","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":1640093758,"share":"https://www.laohunote.com/m/news/1176535609?lang=zh_CN&edition=full","pubTime":"2021-12-21 21:35","market":"us","language":"en","title":"Boeing shares rose more than 1% in premarket trading as the company announced an order for 19 767 Freighters from UPS.<blockquote>波音公司宣布向 UPS 订购 19,767 架货机，其股价在盘前交易中上涨超过 1%。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1176535609","media":"Tiger Newspress","summary":"Boeing shares rose more than 1% in premarket trading as the company announced an order for 19 767 Fr","content":"<p>Boeing&nbsp;shares&nbsp;rose&nbsp;more&nbsp;than&nbsp;1%&nbsp;in&nbsp;premarket&nbsp;trading&nbsp;as&nbsp;the&nbsp;company&nbsp;announced an order for 19 767 Freighters from UPS.<img src=\"https://static.tigerbbs.com/0fbbb8b64fd1e9dd1fc30ab075bbe380\" tg-width=\"706\" tg-height=\"600\" referrerpolicy=\"no-referrer\">\"The Boeing 767 is the most versatile aircraft we operate,\" said UPS U.S. Operations PresidentNando Cesarone. \"Our plan to purchase 19 aircraft and take delivery between 2023 and 2025 aligns with the strategy and capital expenditure forecast shared during ourJune 2021Investor and Analyst Day. It also supports our sustainability efforts by making our fleet more efficient and improving reliability,\" he said.</p><p><blockquote>波音公司宣布向 UPS 订购 19,767 架货机，其股价在盘前交易中上涨超过 1%。UPS 美国运营总裁南多·塞萨罗内 (Nando Cesarone) 表示：“波音 767 是我们运营的用途最广泛的飞机。”“我们计划在 2023 年至 2025 年间购买 19 架飞机并交付，这与我们在 2021 年 6 月投资者和分析师日期间分享的战略和资本支出预测一致。它还通过提高机队效率和提高可靠性来支持我们的可持续发展努力，”他说。</blockquote></p><p> The deal adds to a record-breaking year for Boeing freighter sales, including 80 firm orders for new widebody freighters and more than 80 orders for Boeing Converted Freighters. In 2021 air cargo demand has surged due to an expansion of e-commerce and express cargo markets.</p><p><blockquote>这笔交易为波音货机销售创造了破纪录的一年，其中包括 80 架新型宽体货机的确定订单和 80 多架波音改装货机的订单。2021年，由于电子商务和快递货运市场的扩张，航空货运需求激增。</blockquote></p><p> \"This latest order for 19 jets bookends an incredible year for the Boeing Freighter family,\" saidIhssane Mounir, Boeing senior vice president of Commercial Sales and Marketing. \"Since the program was launched, UPS has recognized the value of the 767 Freighter and utilized the airplane's outstanding cargo capabilities throughout its network. These new jets will enable UPS to meet expected near-term and long-term cargo demand with the proven economics, reliability and flexibility that are synonymous with the 767 Freighter.\"</p><p><blockquote>波音公司商业销售和营销高级副总裁 Idihssane Mounir 表示：“最新订购的 19 架喷气式飞机为波音货机家族带来了令人难以置信的一年。”“自该计划启动以来，UPS 已认识到 767 货机的价值，并在其整个网络中充分利用该飞机出色的货运能力。这些新喷气式飞机将使 UPS 能够以经过验证的经济性、可靠性和灵活性来满足预期的近期和长期货运需求，这与 767 货机是同义词。”</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>Boeing shares rose more than 1% in premarket trading as the company announced an order for 19 767 Freighters from UPS.<blockquote>波音公司宣布向 UPS 订购 19,767 架货机，其股价在盘前交易中上涨超过 1%。</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\">\nBoeing shares rose more than 1% in premarket trading as the company announced an order for 19 767 Freighters from UPS.<blockquote>波音公司宣布向 UPS 订购 19,767 架货机，其股价在盘前交易中上涨超过 1%。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-21 21:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Boeing&nbsp;shares&nbsp;rose&nbsp;more&nbsp;than&nbsp;1%&nbsp;in&nbsp;premarket&nbsp;trading&nbsp;as&nbsp;the&nbsp;company&nbsp;announced an order for 19 767 Freighters from UPS.<img src=\"https://static.tigerbbs.com/0fbbb8b64fd1e9dd1fc30ab075bbe380\" tg-width=\"706\" tg-height=\"600\" referrerpolicy=\"no-referrer\">\"The Boeing 767 is the most versatile aircraft we operate,\" said UPS U.S. Operations PresidentNando Cesarone. \"Our plan to purchase 19 aircraft and take delivery between 2023 and 2025 aligns with the strategy and capital expenditure forecast shared during ourJune 2021Investor and Analyst Day. It also supports our sustainability efforts by making our fleet more efficient and improving reliability,\" he said.</p><p><blockquote>波音公司宣布向 UPS 订购 19,767 架货机，其股价在盘前交易中上涨超过 1%。UPS 美国运营总裁南多·塞萨罗内 (Nando Cesarone) 表示：“波音 767 是我们运营的用途最广泛的飞机。”“我们计划在 2023 年至 2025 年间购买 19 架飞机并交付，这与我们在 2021 年 6 月投资者和分析师日期间分享的战略和资本支出预测一致。它还通过提高机队效率和提高可靠性来支持我们的可持续发展努力，”他说。</blockquote></p><p> The deal adds to a record-breaking year for Boeing freighter sales, including 80 firm orders for new widebody freighters and more than 80 orders for Boeing Converted Freighters. In 2021 air cargo demand has surged due to an expansion of e-commerce and express cargo markets.</p><p><blockquote>这笔交易为波音货机销售创造了破纪录的一年，其中包括 80 架新型宽体货机的确定订单和 80 多架波音改装货机的订单。2021年，由于电子商务和快递货运市场的扩张，航空货运需求激增。</blockquote></p><p> \"This latest order for 19 jets bookends an incredible year for the Boeing Freighter family,\" saidIhssane Mounir, Boeing senior vice president of Commercial Sales and Marketing. \"Since the program was launched, UPS has recognized the value of the 767 Freighter and utilized the airplane's outstanding cargo capabilities throughout its network. These new jets will enable UPS to meet expected near-term and long-term cargo demand with the proven economics, reliability and flexibility that are synonymous with the 767 Freighter.\"</p><p><blockquote>波音公司商业销售和营销高级副总裁 Idihssane Mounir 表示：“最新订购的 19 架喷气式飞机为波音货机家族带来了令人难以置信的一年。”“自该计划启动以来，UPS 已认识到 767 货机的价值，并在其整个网络中充分利用该飞机出色的货运能力。这些新喷气式飞机将使 UPS 能够以经过验证的经济性、可靠性和灵活性来满足预期的近期和长期货运需求，这与 767 货机是同义词。”</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UPS":"联合包裹","BA":"波音"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176535609","content_text":"Boeing shares rose more than 1% in premarket trading as the company announced an order for 19 767 Freighters from UPS.\"The Boeing 767 is the most versatile aircraft we operate,\" said UPS U.S. Operations PresidentNando Cesarone. \"Our plan to purchase 19 aircraft and take delivery between 2023 and 2025 aligns with the strategy and capital expenditure forecast shared during ourJune 2021Investor and Analyst Day. It also supports our sustainability efforts by making our fleet more efficient and improving reliability,\" he said.\nThe deal adds to a record-breaking year for Boeing freighter sales, including 80 firm orders for new widebody freighters and more than 80 orders for Boeing Converted Freighters. In 2021 air cargo demand has surged due to an expansion of e-commerce and express cargo markets.\n\"This latest order for 19 jets bookends an incredible year for the Boeing Freighter family,\" saidIhssane Mounir, Boeing senior vice president of Commercial Sales and Marketing. \"Since the program was launched, UPS has recognized the value of the 767 Freighter and utilized the airplane's outstanding cargo capabilities throughout its network. These new jets will enable UPS to meet expected near-term and long-term cargo demand with the proven economics, reliability and flexibility that are synonymous with the 767 Freighter.\"","news_type":1,"symbols_score_info":{"UPS":0.9,"BA":0.9}},"isVote":1,"tweetType":1,"viewCount":3535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693670826,"gmtCreate":1640018099807,"gmtModify":1640018100239,"author":{"id":"3577771722524346","authorId":"3577771722524346","name":"Shishir","avatar":"https://static.tigerbbs.com/5bbb5ffb9814e2b46f518ffcbf85ff64","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577771722524346","authorIdStr":"3577771722524346"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693670826","repostId":"2192004187","repostType":4,"isVote":1,"tweetType":1,"viewCount":3411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699750251,"gmtCreate":1639906264289,"gmtModify":1639906264751,"author":{"id":"3577771722524346","authorId":"3577771722524346","name":"Shishir","avatar":"https://static.tigerbbs.com/5bbb5ffb9814e2b46f518ffcbf85ff64","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577771722524346","authorIdStr":"3577771722524346"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699750251","repostId":"2192976991","repostType":4,"isVote":1,"tweetType":1,"viewCount":4923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699229098,"gmtCreate":1639815484561,"gmtModify":1639815487236,"author":{"id":"3577771722524346","authorId":"3577771722524346","name":"Shishir","avatar":"https://static.tigerbbs.com/5bbb5ffb9814e2b46f518ffcbf85ff64","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577771722524346","authorIdStr":"3577771722524346"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699229098","repostId":"1189235922","repostType":4,"repost":{"id":"1189235922","kind":"news","pubTimestamp":1639809269,"share":"https://www.laohunote.com/m/news/1189235922?lang=zh_CN&edition=full","pubTime":"2021-12-18 14:34","market":"us","language":"en","title":"DaVita authorizes additional $2B share repurchase<blockquote>DaVita 授权额外回购 $2B 股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189235922","media":"Seeking Alpha","summary":"DaVita  Board of Directors increased the authorization under the existing share repurchase program b","content":"<p><a href=\"https://laohu8.com/S/DVA\">DaVita </a> Board of Directors increased the authorization under the existing share repurchase program by $2B in additional repurchasing authority.</p><p><blockquote><a href=\"https://laohu8.com/S/DVA\">达维塔</a>董事会将现有股票回购计划下的授权增加了20亿美元的额外回购授权。</blockquote></p><p> The amount of shares authorized to be repurchased under the new authorization does not include the amount remaining under the company’s existing share repurchase program authorized on December 10, 2020 .</p><p><blockquote>根据新授权授权回购的股份数量不包括2020年12月10日授权的公司现有股份回购计划下的剩余数量。</blockquote></p><p> Some bearish commentary and rating on the stock by SA contributor who writes: 'The company appears to be overvalued, and there are several challenges facing the company in the future.'</p><p><blockquote>SA 撰稿人对该股发表了一些看跌评论和评级，他写道：“该公司似乎被高估了，公司未来面临着一些挑战。”</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>DaVita authorizes additional $2B share repurchase<blockquote>DaVita 授权额外回购 $2B 股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDaVita authorizes additional $2B share repurchase<blockquote>DaVita 授权额外回购 $2B 股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-18 14:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/DVA\">DaVita </a> Board of Directors increased the authorization under the existing share repurchase program by $2B in additional repurchasing authority.</p><p><blockquote><a href=\"https://laohu8.com/S/DVA\">达维塔</a>董事会将现有股票回购计划下的授权增加了20亿美元的额外回购授权。</blockquote></p><p> The amount of shares authorized to be repurchased under the new authorization does not include the amount remaining under the company’s existing share repurchase program authorized on December 10, 2020 .</p><p><blockquote>根据新授权授权回购的股份数量不包括2020年12月10日授权的公司现有股份回购计划下的剩余数量。</blockquote></p><p> Some bearish commentary and rating on the stock by SA contributor who writes: 'The company appears to be overvalued, and there are several challenges facing the company in the future.'</p><p><blockquote>SA 撰稿人对该股发表了一些看跌评论和评级，他写道：“该公司似乎被高估了，公司未来面临着一些挑战。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3781473-davita-authorizes-additional-2b-share-repurchase\">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":{"DVA":"达维塔保健"},"source_url":"https://seekingalpha.com/news/3781473-davita-authorizes-additional-2b-share-repurchase","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189235922","content_text":"DaVita  Board of Directors increased the authorization under the existing share repurchase program by $2B in additional repurchasing authority.\nThe amount of shares authorized to be repurchased under the new authorization does not include the amount remaining under the company’s existing share repurchase program authorized on December 10, 2020 .\nSome bearish commentary and rating on the stock by SA contributor who writes: 'The company appears to be overvalued, and there are several challenges facing the company in the future.'","news_type":1,"symbols_score_info":{"DVA":0.9}},"isVote":1,"tweetType":1,"viewCount":3625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699125304,"gmtCreate":1639757596518,"gmtModify":1639757597004,"author":{"id":"3577771722524346","authorId":"3577771722524346","name":"Shishir","avatar":"https://static.tigerbbs.com/5bbb5ffb9814e2b46f518ffcbf85ff64","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577771722524346","authorIdStr":"3577771722524346"},"themes":[],"title":"","htmlText":"How is this rally","listText":"How is this rally","text":"How is this rally","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699125304","repostId":"1156796477","repostType":2,"repost":{"id":"1156796477","kind":"news","pubTimestamp":1639398014,"share":"https://www.laohunote.com/m/news/1156796477?lang=zh_CN&edition=full","pubTime":"2021-12-13 20:20","market":"us","language":"en","title":"Just 5 stocks account for 33% of the S&P rally; Goldman says don't worry: At the Open<blockquote>仅 5 只股票就占标准普尔上涨的 33%；高盛表示不用担心：公开</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1156796477","media":"Seeking Alpha","summary":"Equity market breadth has narrowed sharply, to a place where stocks have historically seen lower-tha","content":"<p><ul>  <li>Equity market breadth has narrowed sharply, to a place where stocks have historically seen lower-than-average returns and deep drawdowns, Goldman Sachs says.</li>  <li>\"Five stocks accounted for 51% of the S&amp;P 500’s return since the end of April. Microsoft(NASDAQ:MSFT), Alphabet(NASDAQ:GOOG)(NASDAQ:GOOGL), Apple(NASDAQ:AAPL), Nvidia(NASDAQ:NVDA)and Tesla(NASDAQ:TSLA)together account for more than one third (920 bp) of the S&amp;P 500’s(SP500)(NYSEARCA:SPY)26% YTD return,\" David Kostin, chief U.S. equity strategist and team write in a note. \"After contributing over double their starting weight to the index’s return, these stocks now make up 22% of the S&amp;P 500 by market cap, a 4 pp increase from the start of the year.\"</li>  <li><b>Cause and symptom:</b>&nbsp;Following a period of similar market breadth \"equities have historically exhibited weaker-than average returns and deeper drawdowns,\" Kostin says.</li>  <li>But&nbsp;\"it has historically taken 4 additional months before a sustained increase in breadth takes hold and market leadership flips towards the previous laggards,\" he says. \"Record index concentration is both a cause and a symptom of a narrow market.\"</li>  <li>\"The market-cap weight of the 10 largest stocks in the index has increased for each of the past 7 years and now registers at 31%, the highest level since at least 1980.\"</li>  <li><b>Stick with growth, for now.</b>&nbsp;It's unlikely there will be a near-term recession, earnings and margins are improving vs. expectations and nominal and real rates are will be below historical norms, even if they rise, Goldman says.</li>  <li>\"While 'unknown unknowns' cause the largest drawdowns and by their nature are impossible to assess in advance, the macro environment does not suggest drawdown risk is elevated in the coming months,' Kostin adds.</li>  <li>\"We continue to recommend investors own high growth, high margin stocks,\" he says. \"These stocks have performed well in recent months and this should continue provided narrowing breadth persists.\"</li>  <li>\"Such firms trade at only a small premium to similarly high growth companies with low or negative margins. High margins are a signal of quality and indicate these stocks are likely to outperform their low margin counterparts amid an uncertain macro backdrop and tightening financial conditions.\"</li>  <li>The view is different from BofA's team, who think the concentration of stocks in the Nasdaq(COMP.IND)meanssell the rips like it was 2000.</li> </ul> <img src=\"https://static.tigerbbs.com/4aa678c8763cf6466a8a0ca71a1cb59d\" tg-width=\"753\" tg-height=\"526\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li>高盛表示，股市广度已急剧收窄，历史上股票回报率低于平均水平并大幅下跌。</li><li>“自 4 月底以来，五只股票占标普500回报率的 51%。微软（纳斯达克股票代码：MSFT）、Alphabet（纳斯达克股票代码：GOOG）（纳斯达克股票代码：GOOGL）、苹果（纳斯达克股票代码：AAPL）、英伟达（纳斯达克股票代码：NVDA）和特斯拉（纳斯达克股票代码：TSLA）合计占标普500（SP500）（NYSEARCA:SPY）26%年初至今回报率的三分之一以上（920个基点），”美国首席股票策略师大卫-科斯汀（David Kostin）及其团队在一份报告中写道。“这些股票对指数回报率的贡献是初始权重的两倍多，按市值计算，目前占标普500的 22%，比年初增长了 4 个百分点”。</li><li><b>病因和症状：</b>科斯汀表示，在经历了一段类似的市场广度之后，“股市历来表现出低于平均水平的回报和更深的回撤”。</li><li>但“从历史上看，广度的持续增长需要额外的 4 个月时间，市场领导地位才会向之前的落后者转变，”他说。“创纪录的指数集中度既是市场狭窄的原因，也是症状。”</li><li>“过去 7 年，该指数中 10 只最大股票的市值权重每年都在增加，目前达到 31%，这是至少 1980 年以来的最高水平。”</li><li><b>目前坚持增长。</b>高盛表示，近期不太可能出现衰退，盈利和利润率正在好于预期，名义利率和实际利率将低于历史常态，即使它们有所上升。</li><li>科斯汀补充道：“虽然‘未知未知’造成了最大的提款，而且就其本质而言，无法提前评估，但宏观环境并不表明未来几个月提款风险会增加。”</li><li>“我们继续建议投资者持有高增长、高利润的股票，”他说。“这些股票近几个月来表现良好，如果宽度持续收窄，这种情况应该会继续下去。”</li><li>“与利润率低或负的类似高增长公司相比，此类公司的交易价格仅略有溢价。高利润率是质量的标志，表明在不确定的宏观背景和紧缩的金融环境下，这些股票的表现可能会优于低利润率的同行。”</li><li>这种观点与美国银行的团队不同，他们认为纳斯达克 (COMP.IND) 股票的集中意味着像 2000 年那样抛售 rips。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Just 5 stocks account for 33% of the S&P rally; Goldman says don't worry: At the Open<blockquote>仅 5 只股票就占标准普尔上涨的 33%；高盛表示不用担心：公开</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\">\nJust 5 stocks account for 33% of the S&P rally; Goldman says don't worry: At the Open<blockquote>仅 5 只股票就占标准普尔上涨的 33%；高盛表示不用担心：公开</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-13 20:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul>  <li>Equity market breadth has narrowed sharply, to a place where stocks have historically seen lower-than-average returns and deep drawdowns, Goldman Sachs says.</li>  <li>\"Five stocks accounted for 51% of the S&amp;P 500’s return since the end of April. Microsoft(NASDAQ:MSFT), Alphabet(NASDAQ:GOOG)(NASDAQ:GOOGL), Apple(NASDAQ:AAPL), Nvidia(NASDAQ:NVDA)and Tesla(NASDAQ:TSLA)together account for more than one third (920 bp) of the S&amp;P 500’s(SP500)(NYSEARCA:SPY)26% YTD return,\" David Kostin, chief U.S. equity strategist and team write in a note. \"After contributing over double their starting weight to the index’s return, these stocks now make up 22% of the S&amp;P 500 by market cap, a 4 pp increase from the start of the year.\"</li>  <li><b>Cause and symptom:</b>&nbsp;Following a period of similar market breadth \"equities have historically exhibited weaker-than average returns and deeper drawdowns,\" Kostin says.</li>  <li>But&nbsp;\"it has historically taken 4 additional months before a sustained increase in breadth takes hold and market leadership flips towards the previous laggards,\" he says. \"Record index concentration is both a cause and a symptom of a narrow market.\"</li>  <li>\"The market-cap weight of the 10 largest stocks in the index has increased for each of the past 7 years and now registers at 31%, the highest level since at least 1980.\"</li>  <li><b>Stick with growth, for now.</b>&nbsp;It's unlikely there will be a near-term recession, earnings and margins are improving vs. expectations and nominal and real rates are will be below historical norms, even if they rise, Goldman says.</li>  <li>\"While 'unknown unknowns' cause the largest drawdowns and by their nature are impossible to assess in advance, the macro environment does not suggest drawdown risk is elevated in the coming months,' Kostin adds.</li>  <li>\"We continue to recommend investors own high growth, high margin stocks,\" he says. \"These stocks have performed well in recent months and this should continue provided narrowing breadth persists.\"</li>  <li>\"Such firms trade at only a small premium to similarly high growth companies with low or negative margins. High margins are a signal of quality and indicate these stocks are likely to outperform their low margin counterparts amid an uncertain macro backdrop and tightening financial conditions.\"</li>  <li>The view is different from BofA's team, who think the concentration of stocks in the Nasdaq(COMP.IND)meanssell the rips like it was 2000.</li> </ul> <img src=\"https://static.tigerbbs.com/4aa678c8763cf6466a8a0ca71a1cb59d\" tg-width=\"753\" tg-height=\"526\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li>高盛表示，股市广度已急剧收窄，历史上股票回报率低于平均水平并大幅下跌。</li><li>“自 4 月底以来，五只股票占标普500回报率的 51%。微软（纳斯达克股票代码：MSFT）、Alphabet（纳斯达克股票代码：GOOG）（纳斯达克股票代码：GOOGL）、苹果（纳斯达克股票代码：AAPL）、英伟达（纳斯达克股票代码：NVDA）和特斯拉（纳斯达克股票代码：TSLA）合计占标普500（SP500）（NYSEARCA:SPY）26%年初至今回报率的三分之一以上（920个基点），”美国首席股票策略师大卫-科斯汀（David Kostin）及其团队在一份报告中写道。“这些股票对指数回报率的贡献是初始权重的两倍多，按市值计算，目前占标普500的 22%，比年初增长了 4 个百分点”。</li><li><b>病因和症状：</b>科斯汀表示，在经历了一段类似的市场广度之后，“股市历来表现出低于平均水平的回报和更深的回撤”。</li><li>但“从历史上看，广度的持续增长需要额外的 4 个月时间，市场领导地位才会向之前的落后者转变，”他说。“创纪录的指数集中度既是市场狭窄的原因，也是症状。”</li><li>“过去 7 年，该指数中 10 只最大股票的市值权重每年都在增加，目前达到 31%，这是至少 1980 年以来的最高水平。”</li><li><b>目前坚持增长。</b>高盛表示，近期不太可能出现衰退，盈利和利润率正在好于预期，名义利率和实际利率将低于历史常态，即使它们有所上升。</li><li>科斯汀补充道：“虽然‘未知未知’造成了最大的提款，而且就其本质而言，无法提前评估，但宏观环境并不表明未来几个月提款风险会增加。”</li><li>“我们继续建议投资者持有高增长、高利润的股票，”他说。“这些股票近几个月来表现良好，如果宽度持续收窄，这种情况应该会继续下去。”</li><li>“与利润率低或负的类似高增长公司相比，此类公司的交易价格仅略有溢价。高利润率是质量的标志，表明在不确定的宏观背景和紧缩的金融环境下，这些股票的表现可能会优于低利润率的同行。”</li><li>这种观点与美国银行的团队不同，他们认为纳斯达克 (COMP.IND) 股票的集中意味着像 2000 年那样抛售 rips。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3779363-just-5-stocks-account-for-33-of-the-sp-rally-goldman-says-dont-worry\">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":{"GS":"高盛"},"source_url":"https://seekingalpha.com/news/3779363-just-5-stocks-account-for-33-of-the-sp-rally-goldman-says-dont-worry","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156796477","content_text":"Equity market breadth has narrowed sharply, to a place where stocks have historically seen lower-than-average returns and deep drawdowns, Goldman Sachs says.\n\"Five stocks accounted for 51% of the S&P 500’s return since the end of April. Microsoft(NASDAQ:MSFT), Alphabet(NASDAQ:GOOG)(NASDAQ:GOOGL), Apple(NASDAQ:AAPL), Nvidia(NASDAQ:NVDA)and Tesla(NASDAQ:TSLA)together account for more than one third (920 bp) of the S&P 500’s(SP500)(NYSEARCA:SPY)26% YTD return,\" David Kostin, chief U.S. equity strategist and team write in a note. \"After contributing over double their starting weight to the index’s return, these stocks now make up 22% of the S&P 500 by market cap, a 4 pp increase from the start of the year.\"\nCause and symptom: Following a period of similar market breadth \"equities have historically exhibited weaker-than average returns and deeper drawdowns,\" Kostin says.\nBut \"it has historically taken 4 additional months before a sustained increase in breadth takes hold and market leadership flips towards the previous laggards,\" he says. \"Record index concentration is both a cause and a symptom of a narrow market.\"\n\"The market-cap weight of the 10 largest stocks in the index has increased for each of the past 7 years and now registers at 31%, the highest level since at least 1980.\"\nStick with growth, for now. It's unlikely there will be a near-term recession, earnings and margins are improving vs. expectations and nominal and real rates are will be below historical norms, even if they rise, Goldman says.\n\"While 'unknown unknowns' cause the largest drawdowns and by their nature are impossible to assess in advance, the macro environment does not suggest drawdown risk is elevated in the coming months,' Kostin adds.\n\"We continue to recommend investors own high growth, high margin stocks,\" he says. \"These stocks have performed well in recent months and this should continue provided narrowing breadth persists.\"\n\"Such firms trade at only a small premium to similarly high growth companies with low or negative margins. High margins are a signal of quality and indicate these stocks are likely to outperform their low margin counterparts amid an uncertain macro backdrop and tightening financial conditions.\"\nThe view is different from BofA's team, who think the concentration of stocks in the Nasdaq(COMP.IND)meanssell the rips like it was 2000.","news_type":1,"symbols_score_info":{"GS":0.9}},"isVote":1,"tweetType":1,"viewCount":1180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699038516,"gmtCreate":1639719670432,"gmtModify":1639719670853,"author":{"id":"3577771722524346","authorId":"3577771722524346","name":"Shishir","avatar":"https://static.tigerbbs.com/5bbb5ffb9814e2b46f518ffcbf85ff64","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577771722524346","authorIdStr":"3577771722524346"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699038516","repostId":"1144273047","repostType":4,"repost":{"id":"1144273047","kind":"news","pubTimestamp":1639712173,"share":"https://www.laohunote.com/m/news/1144273047?lang=zh_CN&edition=full","pubTime":"2021-12-17 11:36","market":"us","language":"en","title":"Former McDonald’s C.E.O. Repays Company $105 Million<blockquote>麦当劳前首席执行官偿还公司1.05亿美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1144273047","media":"The New York Times","summary":"The settlement with Steve Easterbrook, who was ousted in 2019 for an inappropriate relationship, is ","content":"<p>The settlement with Steve Easterbrook, who was ousted in 2019 for an inappropriate relationship, is one of the largest ever clawbacks of executive compensation.</p><p><blockquote>与史蒂夫·伊斯特布鲁克（Steve Easterbrook）的和解是有史以来最大的高管薪酬追回之一，伊斯特布鲁克因不正当关系于2019年被解雇。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/850a4bcfa411d4e4884c31fe03bdb585\" tg-width=\"1024\" tg-height=\"683\" width=\"100%\" height=\"auto\"><span>The agreement with Steve Easterbrook will end a contentious legal battle.Credit...Richard Drew/Associated Press</span></p><p><blockquote><p class=\"t-img-caption\"><span>与史蒂夫·伊斯特布鲁克的协议将结束一场有争议的法律战。信用……理查德·德鲁/美联社</span></p></blockquote></p><p> The former McDonald’s chief executive&nbsp;Steve Easterbrook, who was ousted by the company in 2019 for having an inappropriate relationship with a subordinate, has returned $105 million in cash and stock to the company in one of the largest clawbacks in the history of corporate America.</p><p><blockquote>麦当劳前首席执行官史蒂夫-伊斯特布鲁克（Steve Easterbrook）因与下属有不正当关系而于 2019 年被公司解雇，他已向公司返还了 1.05 亿美元的现金和股票，这是美国企业历史上最大的一次追回。</blockquote></p><p> Mr. Easterbrook has been engaged in a&nbsp;contentious battle with McDonald’s&nbsp;for the past year, after the company sued him for lying to investigators at the time of his dismissal. As part of the deal announced on Thursday, McDonald’s agreed to drop its lawsuit against Mr. Easterbrook.</p><p><blockquote>伊斯特布鲁克先生在过去的一年里一直与麦当劳公司进行着一场有争议的斗争，因为麦当劳公司起诉他在被解雇时向调查人员撒谎。作为周四宣布的交易的一部分，麦当劳同意放弃对伊斯特布鲁克先生的诉讼。</blockquote></p><p> In a message to employees, Enrique Hernandez Jr., the McDonald’s chairman, said that the company wanted to hold Mr. Easterbrook “accountable for his lies and misconduct, including the way in which he exploited his position as C.E.O.,” and that this settlement achieved that goal.</p><p><blockquote>麦当劳董事长小恩里克-埃尔南德斯（Enrique Hernandez Jr.</blockquote></p><p> Mr. Easterbrook was fired in 2019 after he engaged in a consensual relationship with an employee in violation of company policy, eventually setting off an unusually acrimonious fight between a wealthy executive and one of the country’s most prominent companies.</p><p><blockquote>2019 年，伊斯特布鲁克先生因违反公司政策与一名员工发生自愿关系而被解雇，最终引发了一位富有的高管与美国最著名的公司之一之间异常激烈的争吵。</blockquote></p><p> At the time of his dismissal, the McDonald’s board determined that Mr. Easterbrook had “demonstrated poor judgment,” but decided not to fire him “for cause” — that is, for being dishonest or committing a criminal act. That decision, the board hoped, would avoid a lengthy legal dispute. It also allowed Mr. Easterbrook to walk away with a compensation package worth more than $40 million. .</p><p><blockquote>在解雇伊斯特布鲁克时，麦当劳董事会认定伊斯特布鲁克先生 “表现出了糟糕的判断力”，但决定不 “出于正当理由 ”解雇他，即因为他不诚实或犯下了犯罪行为。董事会希望这一决定能够避免漫长的法律纠纷。它还允许伊斯特布鲁克先生带着价值超过4000万美元的一揽子赔偿金离开。</blockquote></p><p> But according to the company’s lawsuit against Mr. Easterbrook, his contract contained a provision that would let McDonald’s recoup severance payments if it later determined the employee should have been fired for cause.</p><p><blockquote>但根据该公司对伊斯特布鲁克先生的诉讼，他的合同中有一项条款，如果麦当劳后来认定该员工本应被解雇，麦当劳可以收回遣散费。</blockquote></p><p> That clause became relevant in 2020, when a McDonald’s employee said that Mr. Easterbrook had a sexual relationship with another subordinate while he was chief executive. The new accusation spurred another investigation of Mr. Easterbrook’s records, and prompted the company to sue him last year, accusing its former chief of lying, concealing evidence and fraud.</p><p><blockquote>2020 年，麦当劳的一名员工称伊斯特布鲁克先生在担任首席执行官期间与另一名下属发生了性关系，这一条款变得具有现实意义。新的指控引发了对伊斯特布鲁克先生记录的另一项调查，并促使该公司去年起诉了他，指控其前负责人撒谎、隐瞒证据和欺诈。</blockquote></p><p> During its investigation into the second accusation, McDonald’s said it found “dozens of nude, partially nude or sexually explicit photographs and videos of various women, including photographs of these company employees, that Easterbrook had sent as attachments to messages from his company email account to his personal email account.”</p><p><blockquote>麦当劳表示，在调查第二项指控时，它发现了 “数十张各种女性的裸体、半裸或露骨的照片和视频，包括这些公司员工的照片，这些照片和视频是伊斯特布鲁克作为公司电子邮件账户发送到他的个人电子邮件账户的附件”。</blockquote></p><p> The company also revealed that Mr. Easterbrook had awarded hundreds of thousands of dollars’ worth of stock to one of the women with whom he was having a sexual relationship. In its lawsuit, McDonald’s said that its former chief had lied to investigators in the initial inquiry, and that if he had “been candid with McDonald’s investigators and not concealed evidence, McDonald’s would have known that it had legal cause to terminate him in 2019.”</p><p><blockquote>该公司还透露，伊斯特布鲁克先生曾将价值数十万美元的股票赠予与他发生性关系的一名女性。麦当劳在诉讼中称，其前负责人在最初的调查中对调查人员撒了谎，如果他 “对麦当劳的调查人员坦诚相待，没有隐瞒证据，麦当劳就会知道有法律依据在 2019 年解雇他”。</blockquote></p><p> Mr. Easterbrook initially decided to fight the lawsuit, and his lawyers filed a motion to dismiss, calling it “meritless and misleading.”</p><p><blockquote>伊斯特布鲁克先生最初决定打官司，他的律师提出了驳回动议，称其 “毫无根据且具有误导性”。</blockquote></p><p> During his time as chief executive, Mr. Easterbrook sold more than $64 million in stock; when he departed in 2019, the value of the stock and options he had been awarded was worth $41 million. But as McDonald’s stock has soared to $264 a share from $193 in 2019, the value of those stock and options has grown to $89 million, according to the executive compensation consulting firm Equilar. It is not clear whether Mr. Easterbrook sold any of his shares after he left the company.</p><p><blockquote>在担任首席执行官期间，伊斯特布鲁克出售了超过 6400 万美元的股票；当他在2019年离开时，他获得的股票和期权价值4100万美元。但根据高管薪酬咨询公司 Equilar 的数据，随着麦当劳的股价从 2019 年的每股 193 美元飙升至 264 美元，这些股票和期权的价值已增长至 8900 万美元。目前尚不清楚伊斯特布鲁克先生离开公司后是否出售了任何股份。</blockquote></p><p> Nonetheless, with his agreement to return the huge sum of cash and stock to the company, Mr. Easterbrook has effectively conceded what was shaping up to be a long and costly legal battle. Mr. Easterbrook apologized in a statement released by the company.</p><p><blockquote>尽管如此，随着伊斯特布鲁克同意将巨额现金和股票归还给公司，他实际上已经承认了一场漫长而昂贵的法律战。伊斯特布鲁克先生在公司发布的一份声明中道歉。</blockquote></p><p> “During my tenure as C.E.O., I failed at times to uphold McDonald’s values and fulfill certain of my responsibilities as a leader of the company,” he said. “I apologize to my former co-workers, the board and the company’s franchisees and suppliers for doing so.”</p><p><blockquote>“他说：”在我担任首席执行官期间，我有时未能坚持麦当劳的价值观，也未能履行作为公司领导者的某些职责。“我为此向我的前同事、董事会以及公司的加盟商和供应商道歉”。</blockquote></p><p> Under Mr. Easterbrook’s successor,Chris Kempczinski, McDonald’s has emerged as a clear winner during the pandemic the past two years. Thanks to a combination of increased drive-through business; a robust push of its mobile app and loyalty programs; and&nbsp;meal collaborations with various celebrities and groups, including the K-pop sensation BTS, revenues at McDonald’s are on track to top $23 billion this year, the highest level in five years.</p><p><blockquote>在伊斯特布鲁克先生的继任者克里斯-肯普钦斯基（Chris Kempczinski）的领导下，麦当劳在过去两年的大流行病中成为明显的赢家。得益于免下车业务的增加；大力推动其移动应用程序和忠诚度计划；麦当劳与包括韩国流行音乐巨星 BTS 在内的众多名人和团体合作用餐，今年的收入有望突破 230 亿美元，创下五年来的最高水平。</blockquote></p><p></p><p> Earlier this year, Mr. Kempczinski defended the board’s handling of Mr. Easterbrook’s firing. “I thought they handled it as best as they could,”he said.</p><p><blockquote>今年早些时候，肯普钦斯基先生为董事会处理伊斯特布鲁克先生被解雇一事进行了辩护。“他说：”我认为他们已经尽力处理了这件事。</blockquote></p><p> Still, despite the company’s financial gains, a new&nbsp;training&nbsp;program for its restaurants and&nbsp;efforts&nbsp;to improve diversity and inclusion, some critics say not enough has been done to fix other problems that run deep in McDonald’s culture. The fast-food giant has faced myriad lawsuits and claims in recent years, some involving allegations of&nbsp;sexual harassment&nbsp;and others around&nbsp;racial&nbsp;discrimination.</p><p><blockquote>尽管如此，尽管麦当劳取得了财务收益，为其餐厅推出了新的培训计划，并努力提高多样性和包容性，但一些批评者认为，在解决麦当劳文化中根深蒂固的其他问题方面做得还不够。这家快餐巨头近年来面临无数诉讼和索赔，其中一些涉及性骚扰指控，另一些则涉及种族歧视。</blockquote></p><p> “McDonald’s should use the money it got back from the former C.E.O. to develop a real plan to stop the rampant sexual harassment occurring from the drive-throughs to the C-suite,” the advocacy group Fight for $15 said in a statement.</p><p><blockquote>“倡导组织“为 15 美元而战”在一份声明中说：”麦当劳应该用从前首席执行官那里拿回来的钱制定一个真正的计划，以制止从免下车餐厅到高管套房猖獗的性骚扰。</blockquote></p><p> In November, the release oftextmessages between Mr. Kempczinski and Chicago Mayor Lori Lightfoot — in which he seemed to blame the deaths of two Black and Latino children on their parents — prompted calls for his resignation. An investment group representing union pension funds issued a shareholder proposal asking McDonald’s to conduct a third-party audit of its policies and practices around the civil rights of employees and consumers. Mr. Kempczinski has repeatedly&nbsp;apologized&nbsp;for the comments.</p><p><blockquote>11月，肯普钦斯基和芝加哥市长洛里·莱特富特之间的短信被公布——他在短信中似乎将两名黑人和拉丁裔儿童的死亡归咎于他们的父母——促使评级辞职。一个代表工会养老基金的投资集团发布了一份股东提案，要求麦当劳对其围绕员工和消费者公民权利的政策和做法进行第三方审计。肯普钦斯基先生一再为这些言论道歉。</blockquote></p><p> Dieter Waizenegger, the executive director of the SOC Investment Group, said that as a shareholder, he was pleased the compensation had been returned, but still felt the board failed to do its job.</p><p><blockquote>SOC投资集团执行董事Dieter Waizenegger表示，作为股东，他很高兴薪酬已经退还，但仍然认为董事会没有尽职尽责。</blockquote></p><p> “The board could have saved itself a lot of time and probably a lot in legal fees if they had conducted a thorough initial investigation of Easterbrook’s behavior in the first place,” said Mr. Waizenegger. “This settlement comes after two years of wrangling and airing of dirty laundry in the media.”</p><p><blockquote>“Waizenegger 先生说：”如果董事会一开始就对伊斯特布鲁克的行为进行彻底的初步调查，他们本可以节省大量时间，还可能节省大量法律费用。“这一和解是在两年的争吵和媒体曝光丑闻之后达成的”。</blockquote></p><p> McDonald’s also still faces numerous shareholder lawsuits over the firing of the executive.</p><p><blockquote>麦当劳还因解雇这位高管而面临众多股东诉讼。</blockquote></p><p> On Thursday, the company said that “Mr. Easterbrook would return equity awards and cash, with&nbsp;a&nbsp;current&nbsp;value of&nbsp;more than&nbsp;$105 million, which&nbsp;he&nbsp;would have forfeited had he been truthful at the time of his termination and, as a result, been terminated for cause.” It did not specify the proportion of cash and stock. McDonald’s shares are up more than 25 percent this year.</p><p><blockquote>本周四，该公司表示，“伊斯特布鲁克先生将返还股权奖励和现金，目前价值超过 1.05 亿美元，如果他在被解雇时如实，并因此被解雇，他就会没收这些奖励和现金”。它没有具体说明现金和股票的比例。麦当劳股价今年上涨了 25% 以上。</blockquote></p><p> In his more than four years on the job, Mr. Easterbrook was credited with turning around McDonald’s and reviving its languishing stock price. As chief executive, he reduced costs, introduced&nbsp;touch-screen ordering&nbsp;and established all-day breakfast. Shares in the company roughly doubled.</p><p><blockquote>在四年多的任期内，伊斯特布鲁克先生扭转了麦当劳的颓势，使其股价重振。作为首席执行官，他降低了成本，引入了触摸屏点餐，并建立了全天早餐。该公司股价大约翻了一番。</blockquote></p><p> The clawback of his compensation, while large, is not the biggest in corporate history, although many earlier situations involved allegations of financial or accounting fraud. In 2007, the Securities and Exchange Commissionrecoveredmore than $400 million in profits made by William McGuire, the former chief executive of United Health, to settle claims related to a scheme involving the backdating of options. Later, Tyco International sued a former chief executive, Dennis Kozlowski, who had been convicted of looting the company, in an effort&nbsp;to collect&nbsp;$500 million he had received in compensation and benefits.</p><p><blockquote>他的薪酬虽然数额巨大，但并不是公司历史上最大的一次，尽管许多早期情况都涉及财务或会计欺诈的指控。2007 年，美国证券交易委员会追回了联合健康公司前首席执行官威廉·麦奎尔 (William McGuire) 赚取的 4 亿多美元利润，以解决与期权追溯计划相关的索赔。后来，泰科国际起诉了被判犯有抢劫公司罪的前首席执行官丹尼斯·科兹洛夫斯基，试图追讨他获得的 5 亿美元赔偿金和福利。</blockquote></p><p> “While Steve’s misconduct&nbsp;need&nbsp;not be forgiven by any member of this community, he has apologized to his former co-workers, franchisees, suppliers and the board for the profound errors he made,” said Mr. Hernandez, the McDonald’s chairman. “Today’s resolution avoids a protracted court process and moves us beyond a chapter that belongs in our past.”</p><p><blockquote>“麦当劳董事长埃尔南德斯先生说：”虽然史蒂夫的不当行为不需要得到社区任何成员的原谅，但他已经为自己犯下的严重错误向他的前同事、加盟商、供应商和董事会道歉。“今天的决议避免了漫长的法庭程序，让我们超越了属于我们过去的篇章”。</blockquote></p><p></p>","source":"lsy1608616134662","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>Former McDonald’s C.E.O. Repays Company $105 Million<blockquote>麦当劳前首席执行官偿还公司1.05亿美元</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFormer McDonald’s C.E.O. Repays Company $105 Million<blockquote>麦当劳前首席执行官偿还公司1.05亿美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The New York Times</strong><span class=\"h-time small\">2021-12-17 11:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The settlement with Steve Easterbrook, who was ousted in 2019 for an inappropriate relationship, is one of the largest ever clawbacks of executive compensation.</p><p><blockquote>与史蒂夫·伊斯特布鲁克（Steve Easterbrook）的和解是有史以来最大的高管薪酬追回之一，伊斯特布鲁克因不正当关系于2019年被解雇。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/850a4bcfa411d4e4884c31fe03bdb585\" tg-width=\"1024\" tg-height=\"683\" width=\"100%\" height=\"auto\"><span>The agreement with Steve Easterbrook will end a contentious legal battle.Credit...Richard Drew/Associated Press</span></p><p><blockquote><p class=\"t-img-caption\"><span>与史蒂夫·伊斯特布鲁克的协议将结束一场有争议的法律战。信用……理查德·德鲁/美联社</span></p></blockquote></p><p> The former McDonald’s chief executive&nbsp;Steve Easterbrook, who was ousted by the company in 2019 for having an inappropriate relationship with a subordinate, has returned $105 million in cash and stock to the company in one of the largest clawbacks in the history of corporate America.</p><p><blockquote>麦当劳前首席执行官史蒂夫-伊斯特布鲁克（Steve Easterbrook）因与下属有不正当关系而于 2019 年被公司解雇，他已向公司返还了 1.05 亿美元的现金和股票，这是美国企业历史上最大的一次追回。</blockquote></p><p> Mr. Easterbrook has been engaged in a&nbsp;contentious battle with McDonald’s&nbsp;for the past year, after the company sued him for lying to investigators at the time of his dismissal. As part of the deal announced on Thursday, McDonald’s agreed to drop its lawsuit against Mr. Easterbrook.</p><p><blockquote>伊斯特布鲁克先生在过去的一年里一直与麦当劳公司进行着一场有争议的斗争，因为麦当劳公司起诉他在被解雇时向调查人员撒谎。作为周四宣布的交易的一部分，麦当劳同意放弃对伊斯特布鲁克先生的诉讼。</blockquote></p><p> In a message to employees, Enrique Hernandez Jr., the McDonald’s chairman, said that the company wanted to hold Mr. Easterbrook “accountable for his lies and misconduct, including the way in which he exploited his position as C.E.O.,” and that this settlement achieved that goal.</p><p><blockquote>麦当劳董事长小恩里克-埃尔南德斯（Enrique Hernandez Jr.</blockquote></p><p> Mr. Easterbrook was fired in 2019 after he engaged in a consensual relationship with an employee in violation of company policy, eventually setting off an unusually acrimonious fight between a wealthy executive and one of the country’s most prominent companies.</p><p><blockquote>2019 年，伊斯特布鲁克先生因违反公司政策与一名员工发生自愿关系而被解雇，最终引发了一位富有的高管与美国最著名的公司之一之间异常激烈的争吵。</blockquote></p><p> At the time of his dismissal, the McDonald’s board determined that Mr. Easterbrook had “demonstrated poor judgment,” but decided not to fire him “for cause” — that is, for being dishonest or committing a criminal act. That decision, the board hoped, would avoid a lengthy legal dispute. It also allowed Mr. Easterbrook to walk away with a compensation package worth more than $40 million. .</p><p><blockquote>在解雇伊斯特布鲁克时，麦当劳董事会认定伊斯特布鲁克先生 “表现出了糟糕的判断力”，但决定不 “出于正当理由 ”解雇他，即因为他不诚实或犯下了犯罪行为。董事会希望这一决定能够避免漫长的法律纠纷。它还允许伊斯特布鲁克先生带着价值超过4000万美元的一揽子赔偿金离开。</blockquote></p><p> But according to the company’s lawsuit against Mr. Easterbrook, his contract contained a provision that would let McDonald’s recoup severance payments if it later determined the employee should have been fired for cause.</p><p><blockquote>但根据该公司对伊斯特布鲁克先生的诉讼，他的合同中有一项条款，如果麦当劳后来认定该员工本应被解雇，麦当劳可以收回遣散费。</blockquote></p><p> That clause became relevant in 2020, when a McDonald’s employee said that Mr. Easterbrook had a sexual relationship with another subordinate while he was chief executive. The new accusation spurred another investigation of Mr. Easterbrook’s records, and prompted the company to sue him last year, accusing its former chief of lying, concealing evidence and fraud.</p><p><blockquote>2020 年，麦当劳的一名员工称伊斯特布鲁克先生在担任首席执行官期间与另一名下属发生了性关系，这一条款变得具有现实意义。新的指控引发了对伊斯特布鲁克先生记录的另一项调查，并促使该公司去年起诉了他，指控其前负责人撒谎、隐瞒证据和欺诈。</blockquote></p><p> During its investigation into the second accusation, McDonald’s said it found “dozens of nude, partially nude or sexually explicit photographs and videos of various women, including photographs of these company employees, that Easterbrook had sent as attachments to messages from his company email account to his personal email account.”</p><p><blockquote>麦当劳表示，在调查第二项指控时，它发现了 “数十张各种女性的裸体、半裸或露骨的照片和视频，包括这些公司员工的照片，这些照片和视频是伊斯特布鲁克作为公司电子邮件账户发送到他的个人电子邮件账户的附件”。</blockquote></p><p> The company also revealed that Mr. Easterbrook had awarded hundreds of thousands of dollars’ worth of stock to one of the women with whom he was having a sexual relationship. In its lawsuit, McDonald’s said that its former chief had lied to investigators in the initial inquiry, and that if he had “been candid with McDonald’s investigators and not concealed evidence, McDonald’s would have known that it had legal cause to terminate him in 2019.”</p><p><blockquote>该公司还透露，伊斯特布鲁克先生曾将价值数十万美元的股票赠予与他发生性关系的一名女性。麦当劳在诉讼中称，其前负责人在最初的调查中对调查人员撒了谎，如果他 “对麦当劳的调查人员坦诚相待，没有隐瞒证据，麦当劳就会知道有法律依据在 2019 年解雇他”。</blockquote></p><p> Mr. Easterbrook initially decided to fight the lawsuit, and his lawyers filed a motion to dismiss, calling it “meritless and misleading.”</p><p><blockquote>伊斯特布鲁克先生最初决定打官司，他的律师提出了驳回动议，称其 “毫无根据且具有误导性”。</blockquote></p><p> During his time as chief executive, Mr. Easterbrook sold more than $64 million in stock; when he departed in 2019, the value of the stock and options he had been awarded was worth $41 million. But as McDonald’s stock has soared to $264 a share from $193 in 2019, the value of those stock and options has grown to $89 million, according to the executive compensation consulting firm Equilar. It is not clear whether Mr. Easterbrook sold any of his shares after he left the company.</p><p><blockquote>在担任首席执行官期间，伊斯特布鲁克出售了超过 6400 万美元的股票；当他在2019年离开时，他获得的股票和期权价值4100万美元。但根据高管薪酬咨询公司 Equilar 的数据，随着麦当劳的股价从 2019 年的每股 193 美元飙升至 264 美元，这些股票和期权的价值已增长至 8900 万美元。目前尚不清楚伊斯特布鲁克先生离开公司后是否出售了任何股份。</blockquote></p><p> Nonetheless, with his agreement to return the huge sum of cash and stock to the company, Mr. Easterbrook has effectively conceded what was shaping up to be a long and costly legal battle. Mr. Easterbrook apologized in a statement released by the company.</p><p><blockquote>尽管如此，随着伊斯特布鲁克同意将巨额现金和股票归还给公司，他实际上已经承认了一场漫长而昂贵的法律战。伊斯特布鲁克先生在公司发布的一份声明中道歉。</blockquote></p><p> “During my tenure as C.E.O., I failed at times to uphold McDonald’s values and fulfill certain of my responsibilities as a leader of the company,” he said. “I apologize to my former co-workers, the board and the company’s franchisees and suppliers for doing so.”</p><p><blockquote>“他说：”在我担任首席执行官期间，我有时未能坚持麦当劳的价值观，也未能履行作为公司领导者的某些职责。“我为此向我的前同事、董事会以及公司的加盟商和供应商道歉”。</blockquote></p><p> Under Mr. Easterbrook’s successor,Chris Kempczinski, McDonald’s has emerged as a clear winner during the pandemic the past two years. Thanks to a combination of increased drive-through business; a robust push of its mobile app and loyalty programs; and&nbsp;meal collaborations with various celebrities and groups, including the K-pop sensation BTS, revenues at McDonald’s are on track to top $23 billion this year, the highest level in five years.</p><p><blockquote>在伊斯特布鲁克先生的继任者克里斯-肯普钦斯基（Chris Kempczinski）的领导下，麦当劳在过去两年的大流行病中成为明显的赢家。得益于免下车业务的增加；大力推动其移动应用程序和忠诚度计划；麦当劳与包括韩国流行音乐巨星 BTS 在内的众多名人和团体合作用餐，今年的收入有望突破 230 亿美元，创下五年来的最高水平。</blockquote></p><p></p><p> Earlier this year, Mr. Kempczinski defended the board’s handling of Mr. Easterbrook’s firing. “I thought they handled it as best as they could,”he said.</p><p><blockquote>今年早些时候，肯普钦斯基先生为董事会处理伊斯特布鲁克先生被解雇一事进行了辩护。“他说：”我认为他们已经尽力处理了这件事。</blockquote></p><p> Still, despite the company’s financial gains, a new&nbsp;training&nbsp;program for its restaurants and&nbsp;efforts&nbsp;to improve diversity and inclusion, some critics say not enough has been done to fix other problems that run deep in McDonald’s culture. The fast-food giant has faced myriad lawsuits and claims in recent years, some involving allegations of&nbsp;sexual harassment&nbsp;and others around&nbsp;racial&nbsp;discrimination.</p><p><blockquote>尽管如此，尽管麦当劳取得了财务收益，为其餐厅推出了新的培训计划，并努力提高多样性和包容性，但一些批评者认为，在解决麦当劳文化中根深蒂固的其他问题方面做得还不够。这家快餐巨头近年来面临无数诉讼和索赔，其中一些涉及性骚扰指控，另一些则涉及种族歧视。</blockquote></p><p> “McDonald’s should use the money it got back from the former C.E.O. to develop a real plan to stop the rampant sexual harassment occurring from the drive-throughs to the C-suite,” the advocacy group Fight for $15 said in a statement.</p><p><blockquote>“倡导组织“为 15 美元而战”在一份声明中说：”麦当劳应该用从前首席执行官那里拿回来的钱制定一个真正的计划，以制止从免下车餐厅到高管套房猖獗的性骚扰。</blockquote></p><p> In November, the release oftextmessages between Mr. Kempczinski and Chicago Mayor Lori Lightfoot — in which he seemed to blame the deaths of two Black and Latino children on their parents — prompted calls for his resignation. An investment group representing union pension funds issued a shareholder proposal asking McDonald’s to conduct a third-party audit of its policies and practices around the civil rights of employees and consumers. Mr. Kempczinski has repeatedly&nbsp;apologized&nbsp;for the comments.</p><p><blockquote>11月，肯普钦斯基和芝加哥市长洛里·莱特富特之间的短信被公布——他在短信中似乎将两名黑人和拉丁裔儿童的死亡归咎于他们的父母——促使评级辞职。一个代表工会养老基金的投资集团发布了一份股东提案，要求麦当劳对其围绕员工和消费者公民权利的政策和做法进行第三方审计。肯普钦斯基先生一再为这些言论道歉。</blockquote></p><p> Dieter Waizenegger, the executive director of the SOC Investment Group, said that as a shareholder, he was pleased the compensation had been returned, but still felt the board failed to do its job.</p><p><blockquote>SOC投资集团执行董事Dieter Waizenegger表示，作为股东，他很高兴薪酬已经退还，但仍然认为董事会没有尽职尽责。</blockquote></p><p> “The board could have saved itself a lot of time and probably a lot in legal fees if they had conducted a thorough initial investigation of Easterbrook’s behavior in the first place,” said Mr. Waizenegger. “This settlement comes after two years of wrangling and airing of dirty laundry in the media.”</p><p><blockquote>“Waizenegger 先生说：”如果董事会一开始就对伊斯特布鲁克的行为进行彻底的初步调查，他们本可以节省大量时间，还可能节省大量法律费用。“这一和解是在两年的争吵和媒体曝光丑闻之后达成的”。</blockquote></p><p> McDonald’s also still faces numerous shareholder lawsuits over the firing of the executive.</p><p><blockquote>麦当劳还因解雇这位高管而面临众多股东诉讼。</blockquote></p><p> On Thursday, the company said that “Mr. Easterbrook would return equity awards and cash, with&nbsp;a&nbsp;current&nbsp;value of&nbsp;more than&nbsp;$105 million, which&nbsp;he&nbsp;would have forfeited had he been truthful at the time of his termination and, as a result, been terminated for cause.” It did not specify the proportion of cash and stock. McDonald’s shares are up more than 25 percent this year.</p><p><blockquote>本周四，该公司表示，“伊斯特布鲁克先生将返还股权奖励和现金，目前价值超过 1.05 亿美元，如果他在被解雇时如实，并因此被解雇，他就会没收这些奖励和现金”。它没有具体说明现金和股票的比例。麦当劳股价今年上涨了 25% 以上。</blockquote></p><p> In his more than four years on the job, Mr. Easterbrook was credited with turning around McDonald’s and reviving its languishing stock price. As chief executive, he reduced costs, introduced&nbsp;touch-screen ordering&nbsp;and established all-day breakfast. Shares in the company roughly doubled.</p><p><blockquote>在四年多的任期内，伊斯特布鲁克先生扭转了麦当劳的颓势，使其股价重振。作为首席执行官，他降低了成本，引入了触摸屏点餐，并建立了全天早餐。该公司股价大约翻了一番。</blockquote></p><p> The clawback of his compensation, while large, is not the biggest in corporate history, although many earlier situations involved allegations of financial or accounting fraud. In 2007, the Securities and Exchange Commissionrecoveredmore than $400 million in profits made by William McGuire, the former chief executive of United Health, to settle claims related to a scheme involving the backdating of options. Later, Tyco International sued a former chief executive, Dennis Kozlowski, who had been convicted of looting the company, in an effort&nbsp;to collect&nbsp;$500 million he had received in compensation and benefits.</p><p><blockquote>他的薪酬虽然数额巨大，但并不是公司历史上最大的一次，尽管许多早期情况都涉及财务或会计欺诈的指控。2007 年，美国证券交易委员会追回了联合健康公司前首席执行官威廉·麦奎尔 (William McGuire) 赚取的 4 亿多美元利润，以解决与期权追溯计划相关的索赔。后来，泰科国际起诉了被判犯有抢劫公司罪的前首席执行官丹尼斯·科兹洛夫斯基，试图追讨他获得的 5 亿美元赔偿金和福利。</blockquote></p><p> “While Steve’s misconduct&nbsp;need&nbsp;not be forgiven by any member of this community, he has apologized to his former co-workers, franchisees, suppliers and the board for the profound errors he made,” said Mr. Hernandez, the McDonald’s chairman. “Today’s resolution avoids a protracted court process and moves us beyond a chapter that belongs in our past.”</p><p><blockquote>“麦当劳董事长埃尔南德斯先生说：”虽然史蒂夫的不当行为不需要得到社区任何成员的原谅，但他已经为自己犯下的严重错误向他的前同事、加盟商、供应商和董事会道歉。“今天的决议避免了漫长的法庭程序，让我们超越了属于我们过去的篇章”。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.nytimes.com/2021/12/16/business/mcdonalds-steve-easterbrook.html?searchResultPosition=1\">The New York Times</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":{"MCD":"麦当劳"},"source_url":"https://www.nytimes.com/2021/12/16/business/mcdonalds-steve-easterbrook.html?searchResultPosition=1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144273047","content_text":"The settlement with Steve Easterbrook, who was ousted in 2019 for an inappropriate relationship, is one of the largest ever clawbacks of executive compensation.\nThe agreement with Steve Easterbrook will end a contentious legal battle.Credit...Richard Drew/Associated Press\nThe former McDonald’s chief executive Steve Easterbrook, who was ousted by the company in 2019 for having an inappropriate relationship with a subordinate, has returned $105 million in cash and stock to the company in one of the largest clawbacks in the history of corporate America.\nMr. Easterbrook has been engaged in a contentious battle with McDonald’s for the past year, after the company sued him for lying to investigators at the time of his dismissal. As part of the deal announced on Thursday, McDonald’s agreed to drop its lawsuit against Mr. Easterbrook.\nIn a message to employees, Enrique Hernandez Jr., the McDonald’s chairman, said that the company wanted to hold Mr. Easterbrook “accountable for his lies and misconduct, including the way in which he exploited his position as C.E.O.,” and that this settlement achieved that goal.\nMr. Easterbrook was fired in 2019 after he engaged in a consensual relationship with an employee in violation of company policy, eventually setting off an unusually acrimonious fight between a wealthy executive and one of the country’s most prominent companies.\nAt the time of his dismissal, the McDonald’s board determined that Mr. Easterbrook had “demonstrated poor judgment,” but decided not to fire him “for cause” — that is, for being dishonest or committing a criminal act. That decision, the board hoped, would avoid a lengthy legal dispute. It also allowed Mr. Easterbrook to walk away with a compensation package worth more than $40 million. .\nBut according to the company’s lawsuit against Mr. Easterbrook, his contract contained a provision that would let McDonald’s recoup severance payments if it later determined the employee should have been fired for cause.\nThat clause became relevant in 2020, when a McDonald’s employee said that Mr. Easterbrook had a sexual relationship with another subordinate while he was chief executive. The new accusation spurred another investigation of Mr. Easterbrook’s records, and prompted the company to sue him last year, accusing its former chief of lying, concealing evidence and fraud.\nDuring its investigation into the second accusation, McDonald’s said it found “dozens of nude, partially nude or sexually explicit photographs and videos of various women, including photographs of these company employees, that Easterbrook had sent as attachments to messages from his company email account to his personal email account.”\nThe company also revealed that Mr. Easterbrook had awarded hundreds of thousands of dollars’ worth of stock to one of the women with whom he was having a sexual relationship. In its lawsuit, McDonald’s said that its former chief had lied to investigators in the initial inquiry, and that if he had “been candid with McDonald’s investigators and not concealed evidence, McDonald’s would have known that it had legal cause to terminate him in 2019.”\nMr. Easterbrook initially decided to fight the lawsuit, and his lawyers filed a motion to dismiss, calling it “meritless and misleading.”\nDuring his time as chief executive, Mr. Easterbrook sold more than $64 million in stock; when he departed in 2019, the value of the stock and options he had been awarded was worth $41 million. But as McDonald’s stock has soared to $264 a share from $193 in 2019, the value of those stock and options has grown to $89 million, according to the executive compensation consulting firm Equilar. It is not clear whether Mr. Easterbrook sold any of his shares after he left the company.\nNonetheless, with his agreement to return the huge sum of cash and stock to the company, Mr. Easterbrook has effectively conceded what was shaping up to be a long and costly legal battle. Mr. Easterbrook apologized in a statement released by the company.\n“During my tenure as C.E.O., I failed at times to uphold McDonald’s values and fulfill certain of my responsibilities as a leader of the company,” he said. “I apologize to my former co-workers, the board and the company’s franchisees and suppliers for doing so.”\nUnder Mr. Easterbrook’s successor,Chris Kempczinski, McDonald’s has emerged as a clear winner during the pandemic the past two years. Thanks to a combination of increased drive-through business; a robust push of its mobile app and loyalty programs; and meal collaborations with various celebrities and groups, including the K-pop sensation BTS, revenues at McDonald’s are on track to top $23 billion this year, the highest level in five years.\nEarlier this year, Mr. Kempczinski defended the board’s handling of Mr. Easterbrook’s firing. “I thought they handled it as best as they could,”he said.\nStill, despite the company’s financial gains, a new training program for its restaurants and efforts to improve diversity and inclusion, some critics say not enough has been done to fix other problems that run deep in McDonald’s culture. The fast-food giant has faced myriad lawsuits and claims in recent years, some involving allegations of sexual harassment and others around racial discrimination.\n“McDonald’s should use the money it got back from the former C.E.O. to develop a real plan to stop the rampant sexual harassment occurring from the drive-throughs to the C-suite,” the advocacy group Fight for $15 said in a statement.\nIn November, the release oftextmessages between Mr. Kempczinski and Chicago Mayor Lori Lightfoot — in which he seemed to blame the deaths of two Black and Latino children on their parents — prompted calls for his resignation. An investment group representing union pension funds issued a shareholder proposal asking McDonald’s to conduct a third-party audit of its policies and practices around the civil rights of employees and consumers. Mr. Kempczinski has repeatedly apologized for the comments.\nDieter Waizenegger, the executive director of the SOC Investment Group, said that as a shareholder, he was pleased the compensation had been returned, but still felt the board failed to do its job.\n“The board could have saved itself a lot of time and probably a lot in legal fees if they had conducted a thorough initial investigation of Easterbrook’s behavior in the first place,” said Mr. Waizenegger. “This settlement comes after two years of wrangling and airing of dirty laundry in the media.”\nMcDonald’s also still faces numerous shareholder lawsuits over the firing of the executive.\nOn Thursday, the company said that “Mr. Easterbrook would return equity awards and cash, with a current value of more than $105 million, which he would have forfeited had he been truthful at the time of his termination and, as a result, been terminated for cause.” It did not specify the proportion of cash and stock. McDonald’s shares are up more than 25 percent this year.\nIn his more than four years on the job, Mr. Easterbrook was credited with turning around McDonald’s and reviving its languishing stock price. As chief executive, he reduced costs, introduced touch-screen ordering and established all-day breakfast. Shares in the company roughly doubled.\nThe clawback of his compensation, while large, is not the biggest in corporate history, although many earlier situations involved allegations of financial or accounting fraud. In 2007, the Securities and Exchange Commissionrecoveredmore than $400 million in profits made by William McGuire, the former chief executive of United Health, to settle claims related to a scheme involving the backdating of options. Later, Tyco International sued a former chief executive, Dennis Kozlowski, who had been convicted of looting the company, in an effort to collect $500 million he had received in compensation and benefits.\n“While Steve’s misconduct need not be forgiven by any member of this community, he has apologized to his former co-workers, franchisees, suppliers and the board for the profound errors he made,” said Mr. Hernandez, the McDonald’s chairman. “Today’s resolution avoids a protracted court process and moves us beyond a chapter that belongs in our past.”","news_type":1,"symbols_score_info":{"MCD":0.9}},"isVote":1,"tweetType":1,"viewCount":1393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690226946,"gmtCreate":1639671009030,"gmtModify":1639671009455,"author":{"id":"3577771722524346","authorId":"3577771722524346","name":"Shishir","avatar":"https://static.tigerbbs.com/5bbb5ffb9814e2b46f518ffcbf85ff64","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577771722524346","authorIdStr":"3577771722524346"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690226946","repostId":"1195807724","repostType":4,"repost":{"id":"1195807724","kind":"news","pubTimestamp":1639666797,"share":"https://www.laohunote.com/m/news/1195807724?lang=zh_CN&edition=full","pubTime":"2021-12-16 22:59","market":"us","language":"en","title":"U.S. manufacturing activity slows; factory supply constraints easing - IHS Markit survey<blockquote>美国制造业活动放缓；工厂供应限制缓解 - IHS Markit 调查</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195807724","media":"Reuters","summary":"U.S. manufacturing activity slowed to a one-year low in December, but there are signs that labor and","content":"<p>U.S. manufacturing activity slowed to a one-year low in December, but there are signs that labor and raw material supply constraints at factories are starting to ease.</p><p><blockquote>12月份美国制造业活动放缓至一年低点，但有迹象表明工厂的劳动力和原材料供应限制开始缓解。</blockquote></p><p> Data firm IHS Markit said on Thursday that its flash manufacturing PMI fell to a reading of 57.8 in mid-December from 58.3 in November. That was the lowest since December 2020. A reading above 50 indicates expansion in the manufacturing sector, which accounts for 12% of the economy. Economists had forecast the flash PMI climbing to 58.5.</p><p><blockquote>数据公司 IHS Markit 周四表示，12 月中旬制造业 PMI 从 11 月的 58.3 降至 57.8。这是自2020年12月以来的最低水平。读数高于50表明占经济12%的制造业正在扩张。经济学家此前预测PMI将攀升至58.5。</blockquote></p><p> Manufacturing remains underpinned by strong demand for goods and extremely lean inventories at businesses. But strained supply chains because of the COVID-19 pandemic are a constrain.</p><p><blockquote>制造业仍然受到强劲的商品需求和企业极度低迷的库存的支撑。但新冠肺炎疫情导致的供应链紧张是一个制约因素。</blockquote></p><p> There are glimmers of hope, however. The survey showed \"supply chain delays moderating markedly during the month,\" and \"the rate of job creation quickened to the fastest since June.\" It also noted that \"the rate of cost inflation softened to the slowest for seven months.\"</p><p><blockquote>然而，还是有一线希望。调查显示，“本月供应链延误明显放缓”，“就业创造速度加快至6月以来最快”。它还指出，“成本通胀率放缓至七个月来最慢。”</blockquote></p><p> But shortages remained binding for the vast services sector. The survey's flash services sector PMI dipped to a reading of 57.5 from 58.0 in November. Economists polled by Reuters had forecast a reading of 58.5 for the services sector, which accounts for more than two-thirds of U.S. economic activity.</p><p><blockquote>但短缺仍然对庞大的服务业具有约束力。该调查的快速服务业 PMI 从 11 月份的 58.0 降至 57.5。路透社调查的经济学家预测服务业的读数为58.5，占美国经济活动的三分之二以上。</blockquote></p><p> A measure of services sector input prices rose to 77.4, the highest since the series started in 2009, from 75.7 in November. That is a potential sign that inflation could remain significantly high for a while. Consumer prices increased by the most since 1982 on a year-on-year basis in November.</p><p><blockquote>衡量服务业投入价格的指标从 11 月份的 75.7 升至 77.4，为 2009 年该系列开始以来的最高水平。这是一个潜在迹象，表明通胀可能会在一段时间内保持在高位。11月份消费者价格同比涨幅创1982年以来最大。</blockquote></p><p> With both manufacturing and services sectors activity slowing, overall business activity cooled this month. The survey's flash Composite PMI Output Index fell to a reading of 56.9 from 57.2 in November.</p><p><blockquote>随着制造业和服务业活动放缓，本月整体商业活动降温。该调查的初步综合 PMI 产出指数从 11 月份的 57.2 降至 56.9。</blockquote></p><p> Its measure of prices paid by businesses for inputs climbed to 78.1. That was the highest reading since the series started in 2009 and followed 77.6 in November.</p><p><blockquote>其衡量企业投入价格的指标攀升至 78.1。这是自 2009 年该系列开始以来的最高读数，继 11 月份的 77.6 之后。</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>U.S. manufacturing activity slows; factory supply constraints easing - IHS Markit survey<blockquote>美国制造业活动放缓；工厂供应限制缓解 - IHS Markit 调查</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\nU.S. manufacturing activity slows; factory supply constraints easing - IHS Markit survey<blockquote>美国制造业活动放缓；工厂供应限制缓解 - IHS Markit 调查</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-12-16 22:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>U.S. manufacturing activity slowed to a one-year low in December, but there are signs that labor and raw material supply constraints at factories are starting to ease.</p><p><blockquote>12月份美国制造业活动放缓至一年低点，但有迹象表明工厂的劳动力和原材料供应限制开始缓解。</blockquote></p><p> Data firm IHS Markit said on Thursday that its flash manufacturing PMI fell to a reading of 57.8 in mid-December from 58.3 in November. That was the lowest since December 2020. A reading above 50 indicates expansion in the manufacturing sector, which accounts for 12% of the economy. Economists had forecast the flash PMI climbing to 58.5.</p><p><blockquote>数据公司 IHS Markit 周四表示，12 月中旬制造业 PMI 从 11 月的 58.3 降至 57.8。这是自2020年12月以来的最低水平。读数高于50表明占经济12%的制造业正在扩张。经济学家此前预测PMI将攀升至58.5。</blockquote></p><p> Manufacturing remains underpinned by strong demand for goods and extremely lean inventories at businesses. But strained supply chains because of the COVID-19 pandemic are a constrain.</p><p><blockquote>制造业仍然受到强劲的商品需求和企业极度低迷的库存的支撑。但新冠肺炎疫情导致的供应链紧张是一个制约因素。</blockquote></p><p> There are glimmers of hope, however. The survey showed \"supply chain delays moderating markedly during the month,\" and \"the rate of job creation quickened to the fastest since June.\" It also noted that \"the rate of cost inflation softened to the slowest for seven months.\"</p><p><blockquote>然而，还是有一线希望。调查显示，“本月供应链延误明显放缓”，“就业创造速度加快至6月以来最快”。它还指出，“成本通胀率放缓至七个月来最慢。”</blockquote></p><p> But shortages remained binding for the vast services sector. The survey's flash services sector PMI dipped to a reading of 57.5 from 58.0 in November. Economists polled by Reuters had forecast a reading of 58.5 for the services sector, which accounts for more than two-thirds of U.S. economic activity.</p><p><blockquote>但短缺仍然对庞大的服务业具有约束力。该调查的快速服务业 PMI 从 11 月份的 58.0 降至 57.5。路透社调查的经济学家预测服务业的读数为58.5，占美国经济活动的三分之二以上。</blockquote></p><p> A measure of services sector input prices rose to 77.4, the highest since the series started in 2009, from 75.7 in November. That is a potential sign that inflation could remain significantly high for a while. Consumer prices increased by the most since 1982 on a year-on-year basis in November.</p><p><blockquote>衡量服务业投入价格的指标从 11 月份的 75.7 升至 77.4，为 2009 年该系列开始以来的最高水平。这是一个潜在迹象，表明通胀可能会在一段时间内保持在高位。11月份消费者价格同比涨幅创1982年以来最大。</blockquote></p><p> With both manufacturing and services sectors activity slowing, overall business activity cooled this month. The survey's flash Composite PMI Output Index fell to a reading of 56.9 from 57.2 in November.</p><p><blockquote>随着制造业和服务业活动放缓，本月整体商业活动降温。该调查的初步综合 PMI 产出指数从 11 月份的 57.2 降至 56.9。</blockquote></p><p> Its measure of prices paid by businesses for inputs climbed to 78.1. That was the highest reading since the series started in 2009 and followed 77.6 in November.</p><p><blockquote>其衡量企业投入价格的指标攀升至 78.1。这是自 2009 年该系列开始以来的最高读数，继 11 月份的 77.6 之后。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/u-manufacturing-activity-slows-factory-145248409.html\">Reuters</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://finance.yahoo.com/news/u-manufacturing-activity-slows-factory-145248409.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195807724","content_text":"U.S. manufacturing activity slowed to a one-year low in December, but there are signs that labor and raw material supply constraints at factories are starting to ease.\nData firm IHS Markit said on Thursday that its flash manufacturing PMI fell to a reading of 57.8 in mid-December from 58.3 in November. That was the lowest since December 2020. A reading above 50 indicates expansion in the manufacturing sector, which accounts for 12% of the economy. Economists had forecast the flash PMI climbing to 58.5.\nManufacturing remains underpinned by strong demand for goods and extremely lean inventories at businesses. But strained supply chains because of the COVID-19 pandemic are a constrain.\nThere are glimmers of hope, however. The survey showed \"supply chain delays moderating markedly during the month,\" and \"the rate of job creation quickened to the fastest since June.\" It also noted that \"the rate of cost inflation softened to the slowest for seven months.\"\nBut shortages remained binding for the vast services sector. The survey's flash services sector PMI dipped to a reading of 57.5 from 58.0 in November. Economists polled by Reuters had forecast a reading of 58.5 for the services sector, which accounts for more than two-thirds of U.S. economic activity.\nA measure of services sector input prices rose to 77.4, the highest since the series started in 2009, from 75.7 in November. That is a potential sign that inflation could remain significantly high for a while. Consumer prices increased by the most since 1982 on a year-on-year basis in November.\nWith both manufacturing and services sectors activity slowing, overall business activity cooled this month. The survey's flash Composite PMI Output Index fell to a reading of 56.9 from 57.2 in November.\nIts measure of prices paid by businesses for inputs climbed to 78.1. That was the highest reading since the series started in 2009 and followed 77.6 in November.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607717897,"gmtCreate":1639590565112,"gmtModify":1639590565494,"author":{"id":"3577771722524346","authorId":"3577771722524346","name":"Shishir","avatar":"https://static.tigerbbs.com/5bbb5ffb9814e2b46f518ffcbf85ff64","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577771722524346","authorIdStr":"3577771722524346"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607717897","repostId":"2191956629","repostType":4,"isVote":1,"tweetType":1,"viewCount":1364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607073905,"gmtCreate":1639465382855,"gmtModify":1639465383259,"author":{"id":"3577771722524346","authorId":"3577771722524346","name":"Shishir","avatar":"https://static.tigerbbs.com/5bbb5ffb9814e2b46f518ffcbf85ff64","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577771722524346","authorIdStr":"3577771722524346"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607073905","repostId":"1103369346","repostType":4,"isVote":1,"tweetType":1,"viewCount":1059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604163491,"gmtCreate":1639360014283,"gmtModify":1639360014704,"author":{"id":"3577771722524346","authorId":"3577771722524346","name":"Shishir","avatar":"https://static.tigerbbs.com/5bbb5ffb9814e2b46f518ffcbf85ff64","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577771722524346","authorIdStr":"3577771722524346"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604163491","repostId":"1105808835","repostType":4,"isVote":1,"tweetType":1,"viewCount":1271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604006133,"gmtCreate":1639275064754,"gmtModify":1639275065178,"author":{"id":"3577771722524346","authorId":"3577771722524346","name":"Shishir","avatar":"https://static.tigerbbs.com/5bbb5ffb9814e2b46f518ffcbf85ff64","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577771722524346","authorIdStr":"3577771722524346"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604006133","repostId":"2190674545","repostType":4,"isVote":1,"tweetType":1,"viewCount":1061,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605472806,"gmtCreate":1639235179005,"gmtModify":1639235179430,"author":{"id":"3577771722524346","authorId":"3577771722524346","name":"Shishir","avatar":"https://static.tigerbbs.com/5bbb5ffb9814e2b46f518ffcbf85ff64","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577771722524346","authorIdStr":"3577771722524346"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605472806","repostId":"2190484675","repostType":4,"isVote":1,"tweetType":1,"viewCount":1465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605384038,"gmtCreate":1639114936414,"gmtModify":1639114936862,"author":{"id":"3577771722524346","authorId":"3577771722524346","name":"Shishir","avatar":"https://static.tigerbbs.com/5bbb5ffb9814e2b46f518ffcbf85ff64","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577771722524346","authorIdStr":"3577771722524346"},"themes":[],"title":"","htmlText":"Goid","listText":"Goid","text":"Goid","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605384038","repostId":"1185791394","repostType":4,"repost":{"id":"1185791394","kind":"news","pubTimestamp":1639108779,"share":"https://www.laohunote.com/m/news/1185791394?lang=zh_CN&edition=full","pubTime":"2021-12-10 11:59","market":"us","language":"en","title":"Palantir Stock May Be Down, But It’s Definitely Not Out<blockquote>Palantir 的股票可能会下跌，但绝对不会下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1185791394","media":"InvestorPlace","summary":"There’s a school of thought that artificial intelligence and cybersecurity are a winning combination","content":"<p><div> There’s a school of thought that artificial intelligence and cybersecurity are a winning combination for a company to thrive in 2021. But Palantir Technologies(NYSE:PLTR) has defied that way of ...</p><p><blockquote><div>有一种观点认为，人工智能和网络安全是公司在 2021 年蓬勃发展的双赢组合。但 Palantir Technologies（纽约证券交易所股票代码：PLTR）却挑战了这种方式……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/pltr-stock-may-be-down-but-its-definitely-not-out/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/pltr-stock-may-be-down-but-its-definitely-not-out/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock May Be Down, But It’s Definitely Not Out<blockquote>Palantir 的股票可能会下跌，但绝对不会下跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock May Be Down, But It’s Definitely Not Out<blockquote>Palantir 的股票可能会下跌，但绝对不会下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-10 11:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> There’s a school of thought that artificial intelligence and cybersecurity are a winning combination for a company to thrive in 2021. But Palantir Technologies(NYSE:PLTR) has defied that way of ...</p><p><blockquote><div>有一种观点认为，人工智能和网络安全是公司在 2021 年蓬勃发展的双赢组合。但 Palantir Technologies（纽约证券交易所股票代码：PLTR）却挑战了这种方式……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/pltr-stock-may-be-down-but-its-definitely-not-out/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/pltr-stock-may-be-down-but-its-definitely-not-out/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/12/pltr-stock-may-be-down-but-its-definitely-not-out/\">InvestorPlace</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/2021/12/pltr-stock-may-be-down-but-its-definitely-not-out/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185791394","content_text":"There’s a school of thought that artificial intelligence and cybersecurity are a winning combination for a company to thrive in 2021. But Palantir Technologies(NYSE:PLTR) has defied that way of thinking as of late. PLTR stock has been a major disappointment for investors so far this year.\nSince hitting an all-time high of $45 in late January, shares of the big data analytics company are down roughly 57%. In the past month alone, PLTR stock is down nearly 28%.\nThat includes the post-earnings sell-off following the company’s third-quarter report, despite Palantir beating revenue expectations and delivering a strong outlook for the current quarter.\nCan PLTR stock turn its fortunes around in 2022? Let’s take a closer look.\nPalantir at a Glance\nFounded by Peter Thiel in 2003, Palantir Technologies went public via a direct listing in September 2020 and currently has a market cap of $38.8 billion. The company is headquartered in Denver and actually gets its name from J. R. R. Tolkien’s The Lord of the Rings series.“Palantiri” were magical and indestructible crystal balls that were used to communicate and see other parts of that fabled world.\nWhat Palantir does isn’t magical, but it is pretty cool. Palantir’s software allows government and private sector businesses to analyze and manage massive amounts of data, detecting meaningful patterns and connections. Its data sets are considered to be highly secure compared to its peers, which is why the company is sometimes considered a cybersecurity play.\nSome of Palantir’s first clients were U.S. intelligence agencies and the Pentagon. Over the past few years, the company has been growing its client base to include private firms, other federal agencies, and some state and local governments. For example, the U.S. Department of Health and Human Services uses Palantir software to track vaccine distribution.\nPalantir Delivers a Strong Q3 Earnings Report\nThe company’s third-quarter earnings report should have been a positive for PLTR stock. Palantir posted $392 million in revenue, while analysts had expected only $385 million. Earnings of 4 cents per share met expectations.\nRevenue was up 36% from the same quarter a year ago. However, some investors may have been disappointed as the previous two quarters saw 49% year-over-year growth.\nFor the fourth quarter, management expects revenue to increase 30% to $418 million, which was ahead of the consensus estimate of $402 million. Palantir projects full-year revenue of $1.53 billion, which would be a year-over-year increase of 40%. Through 2025, management believes it can grow revenue at least 30% annually.\nThe company used its earnings call to promote its new platform, Apollo, which it described as a new continuous delivery system that brings software-as-a-service (SaaS) management to its platforms. COO Shyam Sankar stated:\n\n Once again, we are building five years ahead of the market, software shamans building technology that will meet its moment. With our latest investments, you will be able to develop streaming pipelines in Foundry that you then package up, version, and continuously deploy to Edge compute infrastructure, be it a Humvee, a satellite, a 5G base station to enable real-time processing of large amounts of data in a decentralized efficient manner. These pipelines, they’ll be versioned, upgrade, managed, and orchestrated by Apollo.\n\nDespite the revenue beat and the promotion of the Apollo platform, PLTR stock fell by more than 9% immediately after the earnings report. And it has continued lower ever since. Some of that slide can be attributed to the market’s drag on tech stocks. But investors also appear concerned that Palantir is seeing slower growth.\nKeep an Eye on Recent Announcements\nWhile growth is slowing, investors should be cheered by a series of announcements that came out recently. These include:\n\nPalantir and Merck KGaA announced a partnership to address the global semiconductor shortage. The companies are developing an AI-infused platform that will help firms navigate the supply chain and reduce time to market.\nPalantir and Babylon Holdings(NYSE:BBLN) announced“substantial progress”on their work to use data to improve clinical care for Babylon’s healthcare clients.\nPalantir won a$43 million federal government contract with the Space Command’s Cross-Mission Ground & Communications Enterprise.\nPalantir and Kinder Morgan(NYSE:KMI) announced a multi-year deal in which Kinder Morgan will use Palantir’s platform to support its infrastructure and improve data analysis, grid integrity and pricing.\n\nAnd those are just the announcements from the past week or so. I expect similar headlines to continue to roll in.\nThe Bottom Line on PLTR Stock\nPLTR stock made a huge run higher into early January but has been struggling ever since. However, if you’re looking for a long-term cybersecurity and AI play, this is a solid pick. You’ll just have to be patient.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602718342,"gmtCreate":1639065953052,"gmtModify":1639066031218,"author":{"id":"3577771722524346","authorId":"3577771722524346","name":"Shishir","avatar":"https://static.tigerbbs.com/5bbb5ffb9814e2b46f518ffcbf85ff64","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577771722524346","authorIdStr":"3577771722524346"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602718342","repostId":"2190617302","repostType":4,"isVote":1,"tweetType":1,"viewCount":1430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":143531192,"gmtCreate":1625800262216,"gmtModify":1633937180126,"author":{"id":"3577771722524346","authorId":"3577771722524346","name":"Shishir","avatar":"https://static.tigerbbs.com/5bbb5ffb9814e2b46f518ffcbf85ff64","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577771722524346","authorIdStr":"3577771722524346"},"themes":[],"title":"","htmlText":"Pls like comment&nbsp;","listText":"Pls like comment&nbsp;","text":"Pls like comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/143531192","repostId":"1153646457","repostType":4,"isVote":1,"tweetType":1,"viewCount":738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888152702,"gmtCreate":1631461623106,"gmtModify":1631889940980,"author":{"id":"3577771722524346","authorId":"3577771722524346","name":"Shishir","avatar":"https://static.tigerbbs.com/5bbb5ffb9814e2b46f518ffcbf85ff64","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577771722524346","authorIdStr":"3577771722524346"},"themes":[],"title":"","htmlText":"Goof","listText":"Goof","text":"Goof","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/888152702","repostId":"1189654544","repostType":4,"repost":{"id":"1189654544","kind":"news","pubTimestamp":1631406130,"share":"https://www.laohunote.com/m/news/1189654544?lang=zh_CN&edition=full","pubTime":"2021-09-12 08:22","market":"us","language":"en","title":"US IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week<blockquote>美国 IPO 周即将到来：秋季 IPO 市场以第 10 周 IPO 拉开帷幕</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189654544","media":"Renaissance Capital","summary":"After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion i","content":"<p>After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.</p><p><blockquote>在短暂的假期周经历了一波上市浪潮后，未来一周将有 10 起 IPO 计划筹集超过 30 亿美元。</blockquote></p><p> Tech consultancy&nbsp;<b>Thoughtworks</b>(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.</p><p><blockquote>技术咨询<b>思想作品</b>(TWKS) 计划以 63 亿美元的市值筹集 7 亿美元。这家敏捷软件开发商为300多家企业客户提供优质的端到端数字战略、设计和工程服务。从2017年到2020年，该公司的收入以14%的CAGR增长，并在2020年和2021年上半年扩大了利润率。</blockquote></p><p> Swiss running shoe brand&nbsp;<b>On Holding</b>(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.</p><p><blockquote>瑞士跑鞋品牌<b>关于持有</b>(ONON) 计划以 59 亿美元的市值筹集 5.91 亿美元。On是一家使用可持续材料及其专有技术设计的优质运动鞋、服装和配件的全球供应商。该公司已表现出增长和盈利能力，尽管它面临来自其他知名运动服装品牌的激烈竞争。</blockquote></p><p> After ending talks to go public via SPAC,<b>Sportradar Group</b>(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.</p><p><blockquote>在结束通过特殊目的收购公司上市的谈判后，<b>体育雷达集团</b>(SRAD) 计划以 79 亿美元的市值筹集 5.04 亿美元。这家瑞士公司每年报道83个体育项目的750,000多场赛事，为体育联盟、博彩运营商和媒体公司提供软件、数据和内容。Sportradar 实现了盈利，随着体育直播的恢复，2021 年上半年增长加速。</blockquote></p><p> Drive-thru coffee chain&nbsp;<b>Dutch Bros</b>(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.</p><p><blockquote>得来速咖啡连锁店<b>荷兰兄弟</b>(BROS) 计划以 33 亿美元的市值筹集 4 亿美元。这家总部位于俄勒冈州的公司在美国西部拥有471家得来速咖啡店连锁店，随着向新州扩张，它能够保持同店销售增长的记录。内部人士收到了IPO前股息，并将把股票卖回给公司。</blockquote></p><p> Healthcare intelligence platform&nbsp;<b>Definitive Healthcare</b>(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.</p><p><blockquote>医疗智能平台<b>终极医疗保健</b>（卫生署）计划以33亿元的市值筹集3.5亿元。该公司提供医疗保健商业智能和分析平台，帮助其客户分析、导航和销售到复杂的医疗保健生态系统。由于增长强劲，Definitive Healthcare 未盈利，IPO 后将受到杠杆作用。</blockquote></p><p> Identity management platform&nbsp;<b>ForgeRock</b>(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.</p><p><blockquote>身份管理平台<b>伪岩</b>(FORG) 计划以 21 亿美元的市值筹集 2.48 亿美元。该公司提供身份和访问管理软件，以及一个提供、认证和管理所有类型数字身份的平台。由于销售和营销费用高昂，ForgeRock 无利可图，是价值数十亿美元的身份和访问市场中领先的下一代提供商。</blockquote></p><p> Immunology biotech&nbsp;<b>DICE Therapeutics</b>(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.</p><p><blockquote>免疫生物技术<b>骰子治疗</b>(DICE) 计划以 5.5 亿美元的市值筹集 1.6 亿美元。这家生物技术公司正在开发口服小分子疗法，以治疗免疫学和其他治疗领域的慢性疾病。DICE计划启动其主要候选药物S011806的1期试验，这是一种具有多种免疫学适应症的口服拮抗剂。</blockquote></p><p> Surgical robotics developer&nbsp;<b>PROCEPT BioRobotics</b>(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.</p><p><blockquote>手术机器人开发商<b>生物机器人方案</b>(PRCT) 计划以 11 亿美元的市值筹集 1.27 亿美元。这家商业阶段的公司开发用于微创泌尿外科手术的手术机器人系统，最初重点是治疗良性前列腺增生。PROCEPT BioRobotics 严重无利可图，2021 年上半年收入增长了六倍多。</blockquote></p><p> Oncology biotech&nbsp;<b>Tyra Biosciences</b>(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.</p><p><blockquote>肿瘤生物技术<b>泰拉生物科学</b>(TYRA) 计划以 5.84 亿美元的市值筹集 1.01 亿美元。这家临床前生物技术公司正在开发用于癌症，特别是实体瘤的 FGFR 激酶抑制剂。Tyra 的主要候选药物最初专注于膀胱癌，该公司预计将在 2022 年年中提交该药物的 IND。</blockquote></p><p> Micro-cap gas delivery service&nbsp;<b>EzFill Holdings</b>(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.</p><p><blockquote>微型气体输送服务<b>埃兹菲尔控股</b>（EZFL）计划以1.04亿美元的市值筹集2500万美元。这家移动加油公司通过移动应用程序在佛罗里达州提供按需加油服务。EzFill 表示，它是南佛罗里达市场的主导者，但由于增长迅速，利润极高，因此它是南佛罗里达市场的主导者。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/718698ff98644c4026f32efe91d076c6\" tg-width=\"1128\" tg-height=\"684\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/97fe13300d9e4cf61effc59b9706776a\" tg-width=\"1129\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&amp;P 500 was up 19.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 11.0% year-to-date, while the ACWX was up 10.0%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至21年9月9日，文艺复兴IPO指数年初至今上涨7.7%，而标普500上涨19.6%。Renaissance Capital 的 IPO ETF（纽约证券交易所股票代码：IPO）追踪该指数，持有量最大的 ETF 包括 Snowflake (SNOW) 和 Palantir Technologies (PLTR)。Renaissance International IPO 指数今年迄今下跌 11.0%，而 ACWX 指数上涨 10.0%。Renaissance Capital 的国际 IPO ETF（纽约证券交易所股票代码：IPOS）追踪该指数，持有的 ETF 包括 Smoore International 和 EQT Partners。</blockquote></p><p></p>","source":"lsy1603787993745","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week<blockquote>美国 IPO 周即将到来：秋季 IPO 市场以第 10 周 IPO 拉开帷幕</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week<blockquote>美国 IPO 周即将到来：秋季 IPO 市场以第 10 周 IPO 拉开帷幕</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Renaissance Capital</strong><span class=\"h-time small\">2021-09-12 08:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.</p><p><blockquote>在短暂的假期周经历了一波上市浪潮后，未来一周将有 10 起 IPO 计划筹集超过 30 亿美元。</blockquote></p><p> Tech consultancy&nbsp;<b>Thoughtworks</b>(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.</p><p><blockquote>技术咨询<b>思想作品</b>(TWKS) 计划以 63 亿美元的市值筹集 7 亿美元。这家敏捷软件开发商为300多家企业客户提供优质的端到端数字战略、设计和工程服务。从2017年到2020年，该公司的收入以14%的CAGR增长，并在2020年和2021年上半年扩大了利润率。</blockquote></p><p> Swiss running shoe brand&nbsp;<b>On Holding</b>(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.</p><p><blockquote>瑞士跑鞋品牌<b>关于持有</b>(ONON) 计划以 59 亿美元的市值筹集 5.91 亿美元。On是一家使用可持续材料及其专有技术设计的优质运动鞋、服装和配件的全球供应商。该公司已表现出增长和盈利能力，尽管它面临来自其他知名运动服装品牌的激烈竞争。</blockquote></p><p> After ending talks to go public via SPAC,<b>Sportradar Group</b>(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.</p><p><blockquote>在结束通过特殊目的收购公司上市的谈判后，<b>体育雷达集团</b>(SRAD) 计划以 79 亿美元的市值筹集 5.04 亿美元。这家瑞士公司每年报道83个体育项目的750,000多场赛事，为体育联盟、博彩运营商和媒体公司提供软件、数据和内容。Sportradar 实现了盈利，随着体育直播的恢复，2021 年上半年增长加速。</blockquote></p><p> Drive-thru coffee chain&nbsp;<b>Dutch Bros</b>(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.</p><p><blockquote>得来速咖啡连锁店<b>荷兰兄弟</b>(BROS) 计划以 33 亿美元的市值筹集 4 亿美元。这家总部位于俄勒冈州的公司在美国西部拥有471家得来速咖啡店连锁店，随着向新州扩张，它能够保持同店销售增长的记录。内部人士收到了IPO前股息，并将把股票卖回给公司。</blockquote></p><p> Healthcare intelligence platform&nbsp;<b>Definitive Healthcare</b>(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.</p><p><blockquote>医疗智能平台<b>终极医疗保健</b>（卫生署）计划以33亿元的市值筹集3.5亿元。该公司提供医疗保健商业智能和分析平台，帮助其客户分析、导航和销售到复杂的医疗保健生态系统。由于增长强劲，Definitive Healthcare 未盈利，IPO 后将受到杠杆作用。</blockquote></p><p> Identity management platform&nbsp;<b>ForgeRock</b>(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.</p><p><blockquote>身份管理平台<b>伪岩</b>(FORG) 计划以 21 亿美元的市值筹集 2.48 亿美元。该公司提供身份和访问管理软件，以及一个提供、认证和管理所有类型数字身份的平台。由于销售和营销费用高昂，ForgeRock 无利可图，是价值数十亿美元的身份和访问市场中领先的下一代提供商。</blockquote></p><p> Immunology biotech&nbsp;<b>DICE Therapeutics</b>(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.</p><p><blockquote>免疫生物技术<b>骰子治疗</b>(DICE) 计划以 5.5 亿美元的市值筹集 1.6 亿美元。这家生物技术公司正在开发口服小分子疗法，以治疗免疫学和其他治疗领域的慢性疾病。DICE计划启动其主要候选药物S011806的1期试验，这是一种具有多种免疫学适应症的口服拮抗剂。</blockquote></p><p> Surgical robotics developer&nbsp;<b>PROCEPT BioRobotics</b>(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.</p><p><blockquote>手术机器人开发商<b>生物机器人方案</b>(PRCT) 计划以 11 亿美元的市值筹集 1.27 亿美元。这家商业阶段的公司开发用于微创泌尿外科手术的手术机器人系统，最初重点是治疗良性前列腺增生。PROCEPT BioRobotics 严重无利可图，2021 年上半年收入增长了六倍多。</blockquote></p><p> Oncology biotech&nbsp;<b>Tyra Biosciences</b>(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.</p><p><blockquote>肿瘤生物技术<b>泰拉生物科学</b>(TYRA) 计划以 5.84 亿美元的市值筹集 1.01 亿美元。这家临床前生物技术公司正在开发用于癌症，特别是实体瘤的 FGFR 激酶抑制剂。Tyra 的主要候选药物最初专注于膀胱癌，该公司预计将在 2022 年年中提交该药物的 IND。</blockquote></p><p> Micro-cap gas delivery service&nbsp;<b>EzFill Holdings</b>(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.</p><p><blockquote>微型气体输送服务<b>埃兹菲尔控股</b>（EZFL）计划以1.04亿美元的市值筹集2500万美元。这家移动加油公司通过移动应用程序在佛罗里达州提供按需加油服务。EzFill 表示，它是南佛罗里达市场的主导者，但由于增长迅速，利润极高，因此它是南佛罗里达市场的主导者。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/718698ff98644c4026f32efe91d076c6\" tg-width=\"1128\" tg-height=\"684\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/97fe13300d9e4cf61effc59b9706776a\" tg-width=\"1129\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&amp;P 500 was up 19.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 11.0% year-to-date, while the ACWX was up 10.0%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至21年9月9日，文艺复兴IPO指数年初至今上涨7.7%，而标普500上涨19.6%。Renaissance Capital 的 IPO ETF（纽约证券交易所股票代码：IPO）追踪该指数，持有量最大的 ETF 包括 Snowflake (SNOW) 和 Palantir Technologies (PLTR)。Renaissance International IPO 指数今年迄今下跌 11.0%，而 ACWX 指数上涨 10.0%。Renaissance Capital 的国际 IPO ETF（纽约证券交易所股票代码：IPOS）追踪该指数，持有的 ETF 包括 Smoore International 和 EQT Partners。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/85972/US-IPO-Week-Ahead-The-Fall-IPO-market-kicks-off-with-a-10-IPO-week\">Renaissance Capital</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index","ONON":"On Holding AG","PRCT":"PROCEPT BioRobotics","SRAD":"Sportradar Group AG","TYRA":"Tyra Biosciences, Inc.",".IXIC":"NASDAQ Composite","DH":"Definitive Healthcare Corp.","BROS":"Dutch Bros Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/85972/US-IPO-Week-Ahead-The-Fall-IPO-market-kicks-off-with-a-10-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189654544","content_text":"After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.\nTech consultancy Thoughtworks(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.\nSwiss running shoe brand On Holding(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.\nAfter ending talks to go public via SPAC,Sportradar Group(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.\nDrive-thru coffee chain Dutch Bros(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.\nHealthcare intelligence platform Definitive Healthcare(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.\nIdentity management platform ForgeRock(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.\nImmunology biotech DICE Therapeutics(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.\nSurgical robotics developer PROCEPT BioRobotics(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.\nOncology biotech Tyra Biosciences(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.\nMicro-cap gas delivery service EzFill Holdings(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.\n\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&P 500 was up 19.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 11.0% year-to-date, while the ACWX was up 10.0%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.","news_type":1,"symbols_score_info":{".IXIC":0.9,"DH":0.9,"TWKS":0.9,"FORG":0.9,"SRAD":0.9,".SPX":0.9,"PRCT":0.9,".DJI":0.9,"ONON":0.9,"EZFL":0.9,"BROS":0.9,"TYRA":0.9,"DICE":0.9}},"isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142635752,"gmtCreate":1626145132976,"gmtModify":1633929665799,"author":{"id":"3577771722524346","authorId":"3577771722524346","name":"Shishir","avatar":"https://static.tigerbbs.com/5bbb5ffb9814e2b46f518ffcbf85ff64","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577771722524346","authorIdStr":"3577771722524346"},"themes":[],"title":"","htmlText":"Like comment&nbsp;","listText":"Like comment&nbsp;","text":"Like comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/142635752","repostId":"1119839711","repostType":4,"repost":{"id":"1119839711","kind":"news","pubTimestamp":1626126339,"share":"https://www.laohunote.com/m/news/1119839711?lang=zh_CN&edition=full","pubTime":"2021-07-13 05:45","market":"us","language":"en","title":"Dow narrowly misses first close at 35,000 but all 3 stock indexes log back-to-back record finishes ahead of bank earnings<blockquote>道琼斯指数以微弱劣势错失首次收盘价 35,000 点，但所有 3 个股指均在银行财报公布前连续创纪录收盘</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119839711","media":"MarketWatch","summary":"Dow ends just shy of 35,000 milestone.\n\nThe Dow Jones Industrial Average, S&P 500 index and Nasdaq C","content":"<p>  <b>Dow ends just shy of 35,000 milestone.</b>  The Dow Jones Industrial Average, S&amp;P 500 index and <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Composite on Monday advanced to back-to-back record finishes, starting the week the way the ended last week.</p><p><blockquote><b>道琼斯指数最终仅接近 35,000 点里程碑。</b>道琼斯工业平均指数、标普500指数和<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>周一的综合指数连续创下历史新高，本周开始时与上周结束时相同。</blockquote></p><p> The record finish comes as investors await semiannual testimony from Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> beginning Wednesday and a batch of economic reports throughout the week, the unofficial start of corporate quarterly results.</p><p><blockquote>创纪录的结束是在投资者等待美联储主席杰罗姆半年一次的证词之际<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>从周三开始，本周将发布一系列经济报告，企业季度业绩的非官方开始。</blockquote></p><p> <b>How did stock benchmarks end?</b></p><p><blockquote><b>股票基准是如何结束的？</b></blockquote></p><p> <ul>  <li>The Dow Jones Industrial AverageDJIA,+0.36%rose 126.02 points, or 0.4%, to end at a record 34,996.18.</li>  <li>S&amp;P 500 indexSPX,+0.35%added 15.08 points, or 0.4%, closing at a record 4,384.63, after touching an intraday high at 4,386.68.</li>  <li>Nasdaq Composite IndexCOMP,+0.21%advanced 31.32 points, or 0.2%, finishing at a record 14,733.24, after establishing an intraday all-time high at 14,761.08.</li> </ul> On Friday, the Dow and S&amp;P 500 finished the session at record highs, booking weekly gains of about 0.2% and 0.4%, respectively. The Nasdaq Composite finished the week at an all-time high with a 0.4% weekly gain.</p><p><blockquote><ul><li>道琼斯工业平均指数（DJIA）上涨 126.02 点，涨幅 0.4%，收于创纪录的 34,996.18 点。</li><li>标普500指数SPX,+0.35%上涨15.08点，即0.4%，收于创纪录的4,384.63点，此前触及盘中高点4,386.68点。</li><li>纳斯达克综合指数COMP,+0.21%上涨31.32点，即0.2%，收于创纪录的14,733.24点，盘中创下历史新高14,761.08点。</li></ul>周五，道琼斯指数和标普500指数收盘创下历史新高，周涨幅分别约为0.2%和0.4%。纳斯达克综合指数本周收盘创下历史新高，周涨幅为 0.4%。</blockquote></p><p> <b>What drove the market?</b></p><p><blockquote><b>是什么推动了市场？</b></blockquote></p><p> Major stock indexes rose to back-to-back closing records on Monday. The advance came ahead of a number of key events that could serve as catalysts later in the week, including the unofficial start of earnings season, which<b><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a> &amp; Co</b>.JPM,+1.43%will kick off Tuesday, Powell’s testimony on Capitol <a href=\"https://laohu8.com/S/HIL\">Hill</a>, and fresh readings on inflation.</p><p><blockquote>周一，主要股指连续上涨至收盘纪录。这一上涨发生在本周晚些时候可能成为催化剂的一系列关键事件之前，其中包括财报季的非官方开始，这<b><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>公司</b>.JPM,+1.43% 将于周二开盘，鲍威尔在国会大厦作证<a href=\"https://laohu8.com/S/HIL\">山丘</a>以及有关通胀的最新数据。</blockquote></p><p> “People are thinking earnings are going to be strong and that may propel the market higher,” said John Carey, director of <a href=\"https://laohu8.com/S/EQR\">Equity</a> Income at Amundi U.S., adding that, for now, earnings have overshadowed uncertainty in <a href=\"https://laohu8.com/S/WASH\">Washington</a> over planned infrastructure spending and potentially higher corporate taxes.</p><p><blockquote>“人们认为盈利将会强劲，这可能会推动市场走高，”该公司董事约翰-凯里（John Carey）说。<a href=\"https://laohu8.com/S/EQR\">公平</a>Amundi U.S. 的收入，并补充说，就目前而言，盈利掩盖了不确定性<a href=\"https://laohu8.com/S/WASH\">华盛顿</a>超出计划的基础设施支出和潜在的更高的公司税。</blockquote></p><p> “Most people seem to be focused on the strength of the economy and the possibility of better earnings to support stock prices, which are definitely at high levels,” Carey told MarketWatch.</p><p><blockquote>“凯里告诉 MarketWatch：”大多数人似乎都关注经济的实力以及更好的盈利来支撑股价的可能性，而股价肯定处于高位。</blockquote></p><p> Equity markets experienced a bout of turbulence last week before ending with a flourish, prompted partly by a drop in Treasury yields. Lower-bound rates for government debt had raised questions about the outlook for the U.S. economy in the recovery from the pandemic. The spread of the delta variant of COVID-19 has emerged as a concern, but so has the lofty valuations assigned to some segments of the market.</p><p><blockquote>股市上周经历了一轮动荡，随后以繁荣告终，部分原因是国债收益率下降。政府债务利率下限引发了人们对美国经济从疫情中复苏前景的质疑。新冠肺炎德尔塔变异毒株的传播已经成为一个令人担忧的问题，但分配给某些细分市场的高估值也是一个令人担忧的问题。</blockquote></p><p> Questions about the Fed’s monetary policy in the face of growing evidence of percolating inflation also have been blamed for some of the rocky trading.</p><p><blockquote>面对越来越多的通胀渗透证据，对美联储货币政策的质疑也被归咎于一些不稳定的交易。</blockquote></p><p> Yields for the 10-yearTMUBMUSD10Y,1.365%edged up less than a basis point to 1.362% on Monday, while the 30-year Treasury yieldsTMUBMUSD30Y,2.000%advanced by 1.2 basis points to 1.993%, near lows last seen in February.</p><p><blockquote>10年期MUBMUSD10Y,1.365%收益率周一小幅上涨不到一个基点至1.362%，而30年期国债收益率STMUBMUSD30Y,2.000%上涨1.2个基点至1.993%，接近2月份的低点。</blockquote></p><p> Federal Reserve Bank ofNew York President John <a href=\"https://laohu8.com/S/WMB\">Williams</a> told reportersMonday that conditions for scaling back its $120 billion a month bond-buying stimulus program have yet to be met.</p><p><blockquote>纽约联邦储备银行行长约翰<a href=\"https://laohu8.com/S/WMB\">威廉姆斯</a>周一对记者表示，缩减每月 1200 亿美元债券购买刺激计划的条件尚未满足。</blockquote></p><p> Although inflation and peak growth concerns continue to percolate andworry U.S. households, some strategists said those concerns may be “over-hyped” for markets.</p><p><blockquote>尽管对通货膨胀和增长峰值的担忧继续渗透并困扰着美国家庭，但一些策略师表示，这些担忧可能对市场来说 “过度炒作”。</blockquote></p><p> “Both the previous inflation concerns and the current peak growth concerns are likely over-extrapolated reflections of near-term trends that will not persist,” Glenmede’s team led by Jason Pride and Michael Reynolds, wrote in a Monday note.</p><p><blockquote>“由杰森-普莱德（Jason Pride）和迈克尔-雷诺兹（Michael Reynolds）领导的格伦米德团队在周一的一份报告中写道：”之前对通胀的担忧和当前对增长峰值的担忧都可能是对近期趋势的过度推断反映，不会持续下去。</blockquote></p><p> “Markets may remain volatile as they attempt to adjust to the rapidly&nbsp;evolving information flow during the ongoing recovery from the pandemic,” but those factors “should not be disruptive of markets longer term.”</p><p><blockquote>“在从大流行病中持续复苏的过程中，市场可能会继续波动，因为它们试图适应快速变化的信息流”，但这些因素 “从长远来看不应扰乱市场”。</blockquote></p><p> <a href=\"https://laohu8.com/S/ISBC\">Investors</a> also have been keeping an eye on delta-driven COVID infections. The U.S. leads the world with a total of 33.85 million COVID cases and in deaths with 607,156. Dr. Anthony Fauci said on Monday thatboosters weren’t needed for now, but duringa Sunday CNN inview said it was “horrifying”to see conservatives cheer for low vaccination rates, blaming “ideological rigidity” for hobbling the fight against the pandemic.</p><p><blockquote><a href=\"https://laohu8.com/S/ISBC\">投资者</a>也一直在关注三角洲驱动的COVID感染。美国以 3385 万例 COVID 病例和 607,156 例死亡病例位居世界第一。安东尼-福奇（Anthony Fauci）博士周一表示，目前不需要加强剂，但在周日接受美国有线电视新闻网（CNN）采访时表示，看到保守派为低疫苗接种率欢呼，并指责 “意识形态僵化 ”阻碍了抗击大流行病的斗争，这令人 “恐惧”。</blockquote></p><p> “We have long warned that vaccinations would be unlikely to trigger a smooth transition to normalcy,” Ben May, <a href=\"https://laohu8.com/S/OXM\">Oxford</a> Economics’ director of global macro research wrote Monday.</p><p><blockquote>“本-梅（Ben May）说：”我们早就警告说，接种疫苗不太可能引发向正常的平稳过渡。<a href=\"https://laohu8.com/S/OXM\">牛津</a>《经济学》全球宏观研究总监周一写道。</blockquote></p><p> No key data were on deck Monday ahead of a busy week in economic reports, starting with a reading of consumer prices on Tuesday.</p><p><blockquote>在经济报告繁忙的一周之前，周一没有关键数据公布，首先是周二的消费者价格读数。</blockquote></p><p> Separately, investors also were focused on discussions among finance ministers from the G-20, who are trying to assess the potential implications of a proposal for a global minimum tax.</p><p><blockquote>另外，投资者还关注了20国集团财长之间的讨论，他们正试图评估全球最低税提案的潜在影响。</blockquote></p><p></p><p> “We need sustainable sources of revenue that do not rely on further taxing workers’ wages and exacerbating the economic disparities that we are all committed to reducing,” U.S. Treasury Secretary Janet Yellen said in a speech to European Union countries about revamping the corporate tax code internationally.</p><p><blockquote>“美国财政部长珍妮特-耶伦（Janet Yellen）在就修改国际企业税法向欧盟国家发表讲话时说：”我们需要可持续的收入来源，而不是依赖于对工人工资进一步征税和加剧我们都致力于减少的经济差距。</blockquote></p><p> “We need to put an end to corporations shifting capital income to low tax jurisdictions, and to accounting gimmicks that allow them to avoid paying their fair share,” she said.</p><p><blockquote>“她说：”我们需要杜绝企业将资本收入转移到低税收管辖区，杜绝允许企业逃避支付公平份额的会计噱头。</blockquote></p><p> <b>Which companies were in focus?</b></p><p><blockquote><b>哪些公司成为焦点？</b></blockquote></p><p> <ul>  <li><b><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> Inc</b>.AVGO,+1.16%shares rose 1.2% Monday afterThe Wall Street Journal reportedthe chip and software company was in talks to buy SAS Institute Inc. in a deal that could value the smashup at $15 billion to $20 billion.</li>  <li><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc</b>.AAPL,-0.42%&nbsp;shares fell 0.4% a day after a Delaware federal judgedismissed a Blix Inc. suit,saying it failed to demonstrate how Apple harmed competition in the mobile operating system market.</li>  <li><b><a href=\"https://laohu8.com/S/LB\">L Brands Inc</a></b>.LB,+4.16%&nbsp;said it’s separating into two publiclytraded businesses next month, with theVictoria’s Secret &amp; Co.‘s underwear unit as “VSCO,” while the Bath &amp; BodyWorks Inc. arm under the “BBWI” ticker, starting Aug. 3.</li>  <li><b><a href=\"https://laohu8.com/S/GME\">GameStop</a>&nbsp;Inc</b>.GME,-1.04%shares shed 1% Monday after Ascendiant Capital Markets lifted its 12-month price target to $25 from $10, but still nowhere near the company’s $189.25 closing price Monday.</li>  <li>Weber, the maker of outdoor grills,has filed to go public, nearly 50 years after it’s iconic dome-like grill was made. Shares are set to&nbsp;trade on the <a href=\"https://laohu8.com/S/NWY\">New York</a> Stock Exchange under the ticker WEBR.</li>  <li>Shares of<b><a href=\"https://laohu8.com/S/SPCE.WS\">Virgin Galactic Holdings Inc</a>.</b>&nbsp;SPCEskid 17.3% Monday, it’s largest daily percent slump since March 16, 2020, a day after founder Richard Branson and five crewmates successfully flew into&nbsp;suborbital space on the company’s VSS <a href=\"https://laohu8.com/S/UNTY\">Unity</a>&nbsp;rocket-powered spaceplane.</li>  <li><b>Couchbase Inc</b>.&nbsp;BASE,&nbsp;a provider of a database for enterprise applications, set terms for its initial public offering on Monday, with plans to offer 7 million shares, priced at $20 to $23 each. The company has applied to list on Nasdaq, under the ticker ‘BASE.’</li>  <li>Shares of<b>Moderna Inc</b>.&nbsp;MRNArose 2.8% Monday after the company said it would supply 20 million doses of its COVID-19 vaccine to Argentina.</li>  <li>Shares of<b><a href=\"https://laohu8.com/S/SWI\">SolarWinds Corp</a>.</b>&nbsp;SWI&nbsp;were 1.8% lower Monday, even after the information technology infrastructure management software company provided an upbeat second-quarter revenue outlook.</li> </ul> <b>How did other assets trade?</b></p><p><blockquote><ul><li><b><a href=\"https://laohu8.com/S/AVGO\">博通</a>公司</b>.AVGO,+1.16%周一，《华尔街日报》报道这家芯片和软件公司正在洽谈收购 SAS Institute Inc.，此前该公司股价上涨 1.2%，交易估值可能达到 150 亿至 200 亿美元。</li><li><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司</b>.AAPL,-0.42% 特拉华州联邦法官驳回了 Blix Inc. 的诉讼，称该诉讼未能证明苹果如何损害移动操作系统市场的竞争，一天后，AAPL 股价下跌 0.4%。</li><li><b><a href=\"https://laohu8.com/S/LB\">L品牌公司</a></b>.LB,+4.16% 表示，该公司将于下个月拆分为两家上市业务，维多利亚的秘密公司（Victoria's Secret&amp;Co.）的内衣部门将更名为 “VSCO”，而 Bath &amp; BodyWorks Inc. 从 8 月 3 日开始，股票代码为 “BBWI ”。</li><li><b><a href=\"https://laohu8.com/S/GME\">游戏驿站</a>公司</b>.GME,-1.04%股价周一下跌1%，此前Ascendiant Capital Markets将其12个月目标价从10美元上调至25美元，但仍远低于该公司周一189.25美元的收盘价。</li><li>韦伯是户外烤架的制造商，在其标志性的圆顶状烤架问世近 50 年后，该公司已申请上市。股份将于<a href=\"https://laohu8.com/S/NWY\">纽约</a>股票代码为WEBR的证券交易所。</li><li>股份<b><a href=\"https://laohu8.com/S/SPCE.WS\">维珍银河控股公司</a>.</b>SPCEskid 周一下跌 17.3%，这是自 2020 年 3 月 16 日以来最大的单日百分比跌幅，一天前，创始人理查德-布兰森（Richard Branson）和五名机组人员乘坐该公司的 VSS 成功飞入亚轨道空间。<a href=\"https://laohu8.com/S/UNTY\">团结</a>火箭动力航天飞机。</li><li><b>沙发基地公司</b>企业应用数据库提供商BASE周一确定了首次公开募股的条款，计划发行700万股股票，每股定价20至23美元。该公司已申请在纳斯达克上市，股票代码为 “BASE”。</li><li>股份<b>现代公司</b>该公司表示将向阿根廷供应 2000 万剂 COVID-19 疫苗，周一上涨 2.8%。</li><li>股份<b><a href=\"https://laohu8.com/S/SWI\">太阳风公司</a>.</b>SWI 周一下跌 1.8%，尽管这家信息技术基础设施管理软件公司提供了乐观的第二季度收入前景。</li></ul><b>其他资产是如何交易的？</b></blockquote></p><p> <ul>  <li>The ICE U.S. Dollar Index&nbsp;DXY,&nbsp;a measure of the currency against six major rivals, was up 0.1%.</li>  <li>Oil futures closed lower Monday, with the U.S. benchmark&nbsp;CL00&nbsp;CL.1,-0.51%down 0.6% settling at $74.10 a barrel. Gold&nbsp;GC00&nbsp;settled 0.3% lower at $1,805.90 an ounce.</li>  <li>In European equities, the Stoxx Europe 600&nbsp;SXXP&nbsp;closed 0.7% higher, while London’s <a href=\"https://laohu8.com/S/.100.UK\">FTSE 100</a>&nbsp;UKX&nbsp;finished up 0.05% on Monday.</li>  <li>In <a href=\"https://laohu8.com/S/00662\">Asia</a>, the Shanghai Composite&nbsp;SHCOMP&nbsp;gained 0.7%, Hong Kong’s Hang Seng Index&nbsp;HSI&nbsp;rose 0.6% on the session and Japan’s Nikkei 225&nbsp;NIK&nbsp;rallied 2.3% on Monday.</li> </ul></p><p><blockquote><ul><li>ICE 美元指数 DXY（衡量美元兑六大主要竞争对手的指标）上涨 0.1%。</li><li>石油期货周一收低，美国基准CL00 CL.1,-0.51%下跌0.6%，收于每桶74.10美元。黄金 GC00 收盘下跌 0.3%，至每盎司 1,805.90 美元。</li><li>欧洲股市方面，斯托克欧洲 600 SXXP 指数收盘上涨 0.7%，伦敦<a href=\"https://laohu8.com/S/.100.UK\">富时100</a>UKX 周一收盘上涨 0.05%。</li><li>在<a href=\"https://laohu8.com/S/00662\">亚洲</a>周一，上证综指上涨 0.7%，香港恒生指数恒生指数上涨 0.6%，日本日经 225 NIK 指数上涨 2.3%。</li></ul></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>Dow narrowly misses first close at 35,000 but all 3 stock indexes log back-to-back record finishes ahead of bank earnings<blockquote>道琼斯指数以微弱劣势错失首次收盘价 35,000 点，但所有 3 个股指均在银行财报公布前连续创纪录收盘</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\">\nDow narrowly misses first close at 35,000 but all 3 stock indexes log back-to-back record finishes ahead of bank earnings<blockquote>道琼斯指数以微弱劣势错失首次收盘价 35,000 点，但所有 3 个股指均在银行财报公布前连续创纪录收盘</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-07-13 05:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>Dow ends just shy of 35,000 milestone.</b>  The Dow Jones Industrial Average, S&amp;P 500 index and <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Composite on Monday advanced to back-to-back record finishes, starting the week the way the ended last week.</p><p><blockquote><b>道琼斯指数最终仅接近 35,000 点里程碑。</b>道琼斯工业平均指数、标普500指数和<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>周一的综合指数连续创下历史新高，本周开始时与上周结束时相同。</blockquote></p><p> The record finish comes as investors await semiannual testimony from Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> beginning Wednesday and a batch of economic reports throughout the week, the unofficial start of corporate quarterly results.</p><p><blockquote>创纪录的结束是在投资者等待美联储主席杰罗姆半年一次的证词之际<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>从周三开始，本周将发布一系列经济报告，企业季度业绩的非官方开始。</blockquote></p><p> <b>How did stock benchmarks end?</b></p><p><blockquote><b>股票基准是如何结束的？</b></blockquote></p><p> <ul>  <li>The Dow Jones Industrial AverageDJIA,+0.36%rose 126.02 points, or 0.4%, to end at a record 34,996.18.</li>  <li>S&amp;P 500 indexSPX,+0.35%added 15.08 points, or 0.4%, closing at a record 4,384.63, after touching an intraday high at 4,386.68.</li>  <li>Nasdaq Composite IndexCOMP,+0.21%advanced 31.32 points, or 0.2%, finishing at a record 14,733.24, after establishing an intraday all-time high at 14,761.08.</li> </ul> On Friday, the Dow and S&amp;P 500 finished the session at record highs, booking weekly gains of about 0.2% and 0.4%, respectively. The Nasdaq Composite finished the week at an all-time high with a 0.4% weekly gain.</p><p><blockquote><ul><li>道琼斯工业平均指数（DJIA）上涨 126.02 点，涨幅 0.4%，收于创纪录的 34,996.18 点。</li><li>标普500指数SPX,+0.35%上涨15.08点，即0.4%，收于创纪录的4,384.63点，此前触及盘中高点4,386.68点。</li><li>纳斯达克综合指数COMP,+0.21%上涨31.32点，即0.2%，收于创纪录的14,733.24点，盘中创下历史新高14,761.08点。</li></ul>周五，道琼斯指数和标普500指数收盘创下历史新高，周涨幅分别约为0.2%和0.4%。纳斯达克综合指数本周收盘创下历史新高，周涨幅为 0.4%。</blockquote></p><p> <b>What drove the market?</b></p><p><blockquote><b>是什么推动了市场？</b></blockquote></p><p> Major stock indexes rose to back-to-back closing records on Monday. The advance came ahead of a number of key events that could serve as catalysts later in the week, including the unofficial start of earnings season, which<b><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a> &amp; Co</b>.JPM,+1.43%will kick off Tuesday, Powell’s testimony on Capitol <a href=\"https://laohu8.com/S/HIL\">Hill</a>, and fresh readings on inflation.</p><p><blockquote>周一，主要股指连续上涨至收盘纪录。这一上涨发生在本周晚些时候可能成为催化剂的一系列关键事件之前，其中包括财报季的非官方开始，这<b><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>公司</b>.JPM,+1.43% 将于周二开盘，鲍威尔在国会大厦作证<a href=\"https://laohu8.com/S/HIL\">山丘</a>以及有关通胀的最新数据。</blockquote></p><p> “People are thinking earnings are going to be strong and that may propel the market higher,” said John Carey, director of <a href=\"https://laohu8.com/S/EQR\">Equity</a> Income at Amundi U.S., adding that, for now, earnings have overshadowed uncertainty in <a href=\"https://laohu8.com/S/WASH\">Washington</a> over planned infrastructure spending and potentially higher corporate taxes.</p><p><blockquote>“人们认为盈利将会强劲，这可能会推动市场走高，”该公司董事约翰-凯里（John Carey）说。<a href=\"https://laohu8.com/S/EQR\">公平</a>Amundi U.S. 的收入，并补充说，就目前而言，盈利掩盖了不确定性<a href=\"https://laohu8.com/S/WASH\">华盛顿</a>超出计划的基础设施支出和潜在的更高的公司税。</blockquote></p><p> “Most people seem to be focused on the strength of the economy and the possibility of better earnings to support stock prices, which are definitely at high levels,” Carey told MarketWatch.</p><p><blockquote>“凯里告诉 MarketWatch：”大多数人似乎都关注经济的实力以及更好的盈利来支撑股价的可能性，而股价肯定处于高位。</blockquote></p><p> Equity markets experienced a bout of turbulence last week before ending with a flourish, prompted partly by a drop in Treasury yields. Lower-bound rates for government debt had raised questions about the outlook for the U.S. economy in the recovery from the pandemic. The spread of the delta variant of COVID-19 has emerged as a concern, but so has the lofty valuations assigned to some segments of the market.</p><p><blockquote>股市上周经历了一轮动荡，随后以繁荣告终，部分原因是国债收益率下降。政府债务利率下限引发了人们对美国经济从疫情中复苏前景的质疑。新冠肺炎德尔塔变异毒株的传播已经成为一个令人担忧的问题，但分配给某些细分市场的高估值也是一个令人担忧的问题。</blockquote></p><p> Questions about the Fed’s monetary policy in the face of growing evidence of percolating inflation also have been blamed for some of the rocky trading.</p><p><blockquote>面对越来越多的通胀渗透证据，对美联储货币政策的质疑也被归咎于一些不稳定的交易。</blockquote></p><p> Yields for the 10-yearTMUBMUSD10Y,1.365%edged up less than a basis point to 1.362% on Monday, while the 30-year Treasury yieldsTMUBMUSD30Y,2.000%advanced by 1.2 basis points to 1.993%, near lows last seen in February.</p><p><blockquote>10年期MUBMUSD10Y,1.365%收益率周一小幅上涨不到一个基点至1.362%，而30年期国债收益率STMUBMUSD30Y,2.000%上涨1.2个基点至1.993%，接近2月份的低点。</blockquote></p><p> Federal Reserve Bank ofNew York President John <a href=\"https://laohu8.com/S/WMB\">Williams</a> told reportersMonday that conditions for scaling back its $120 billion a month bond-buying stimulus program have yet to be met.</p><p><blockquote>纽约联邦储备银行行长约翰<a href=\"https://laohu8.com/S/WMB\">威廉姆斯</a>周一对记者表示，缩减每月 1200 亿美元债券购买刺激计划的条件尚未满足。</blockquote></p><p> Although inflation and peak growth concerns continue to percolate andworry U.S. households, some strategists said those concerns may be “over-hyped” for markets.</p><p><blockquote>尽管对通货膨胀和增长峰值的担忧继续渗透并困扰着美国家庭，但一些策略师表示，这些担忧可能对市场来说 “过度炒作”。</blockquote></p><p> “Both the previous inflation concerns and the current peak growth concerns are likely over-extrapolated reflections of near-term trends that will not persist,” Glenmede’s team led by Jason Pride and Michael Reynolds, wrote in a Monday note.</p><p><blockquote>“由杰森-普莱德（Jason Pride）和迈克尔-雷诺兹（Michael Reynolds）领导的格伦米德团队在周一的一份报告中写道：”之前对通胀的担忧和当前对增长峰值的担忧都可能是对近期趋势的过度推断反映，不会持续下去。</blockquote></p><p> “Markets may remain volatile as they attempt to adjust to the rapidly&nbsp;evolving information flow during the ongoing recovery from the pandemic,” but those factors “should not be disruptive of markets longer term.”</p><p><blockquote>“在从大流行病中持续复苏的过程中，市场可能会继续波动，因为它们试图适应快速变化的信息流”，但这些因素 “从长远来看不应扰乱市场”。</blockquote></p><p> <a href=\"https://laohu8.com/S/ISBC\">Investors</a> also have been keeping an eye on delta-driven COVID infections. The U.S. leads the world with a total of 33.85 million COVID cases and in deaths with 607,156. Dr. Anthony Fauci said on Monday thatboosters weren’t needed for now, but duringa Sunday CNN inview said it was “horrifying”to see conservatives cheer for low vaccination rates, blaming “ideological rigidity” for hobbling the fight against the pandemic.</p><p><blockquote><a href=\"https://laohu8.com/S/ISBC\">投资者</a>也一直在关注三角洲驱动的COVID感染。美国以 3385 万例 COVID 病例和 607,156 例死亡病例位居世界第一。安东尼-福奇（Anthony Fauci）博士周一表示，目前不需要加强剂，但在周日接受美国有线电视新闻网（CNN）采访时表示，看到保守派为低疫苗接种率欢呼，并指责 “意识形态僵化 ”阻碍了抗击大流行病的斗争，这令人 “恐惧”。</blockquote></p><p> “We have long warned that vaccinations would be unlikely to trigger a smooth transition to normalcy,” Ben May, <a href=\"https://laohu8.com/S/OXM\">Oxford</a> Economics’ director of global macro research wrote Monday.</p><p><blockquote>“本-梅（Ben May）说：”我们早就警告说，接种疫苗不太可能引发向正常的平稳过渡。<a href=\"https://laohu8.com/S/OXM\">牛津</a>《经济学》全球宏观研究总监周一写道。</blockquote></p><p> No key data were on deck Monday ahead of a busy week in economic reports, starting with a reading of consumer prices on Tuesday.</p><p><blockquote>在经济报告繁忙的一周之前，周一没有关键数据公布，首先是周二的消费者价格读数。</blockquote></p><p> Separately, investors also were focused on discussions among finance ministers from the G-20, who are trying to assess the potential implications of a proposal for a global minimum tax.</p><p><blockquote>另外，投资者还关注了20国集团财长之间的讨论，他们正试图评估全球最低税提案的潜在影响。</blockquote></p><p></p><p> “We need sustainable sources of revenue that do not rely on further taxing workers’ wages and exacerbating the economic disparities that we are all committed to reducing,” U.S. Treasury Secretary Janet Yellen said in a speech to European Union countries about revamping the corporate tax code internationally.</p><p><blockquote>“美国财政部长珍妮特-耶伦（Janet Yellen）在就修改国际企业税法向欧盟国家发表讲话时说：”我们需要可持续的收入来源，而不是依赖于对工人工资进一步征税和加剧我们都致力于减少的经济差距。</blockquote></p><p> “We need to put an end to corporations shifting capital income to low tax jurisdictions, and to accounting gimmicks that allow them to avoid paying their fair share,” she said.</p><p><blockquote>“她说：”我们需要杜绝企业将资本收入转移到低税收管辖区，杜绝允许企业逃避支付公平份额的会计噱头。</blockquote></p><p> <b>Which companies were in focus?</b></p><p><blockquote><b>哪些公司成为焦点？</b></blockquote></p><p> <ul>  <li><b><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> Inc</b>.AVGO,+1.16%shares rose 1.2% Monday afterThe Wall Street Journal reportedthe chip and software company was in talks to buy SAS Institute Inc. in a deal that could value the smashup at $15 billion to $20 billion.</li>  <li><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc</b>.AAPL,-0.42%&nbsp;shares fell 0.4% a day after a Delaware federal judgedismissed a Blix Inc. suit,saying it failed to demonstrate how Apple harmed competition in the mobile operating system market.</li>  <li><b><a href=\"https://laohu8.com/S/LB\">L Brands Inc</a></b>.LB,+4.16%&nbsp;said it’s separating into two publiclytraded businesses next month, with theVictoria’s Secret &amp; Co.‘s underwear unit as “VSCO,” while the Bath &amp; BodyWorks Inc. arm under the “BBWI” ticker, starting Aug. 3.</li>  <li><b><a href=\"https://laohu8.com/S/GME\">GameStop</a>&nbsp;Inc</b>.GME,-1.04%shares shed 1% Monday after Ascendiant Capital Markets lifted its 12-month price target to $25 from $10, but still nowhere near the company’s $189.25 closing price Monday.</li>  <li>Weber, the maker of outdoor grills,has filed to go public, nearly 50 years after it’s iconic dome-like grill was made. Shares are set to&nbsp;trade on the <a href=\"https://laohu8.com/S/NWY\">New York</a> Stock Exchange under the ticker WEBR.</li>  <li>Shares of<b><a href=\"https://laohu8.com/S/SPCE.WS\">Virgin Galactic Holdings Inc</a>.</b>&nbsp;SPCEskid 17.3% Monday, it’s largest daily percent slump since March 16, 2020, a day after founder Richard Branson and five crewmates successfully flew into&nbsp;suborbital space on the company’s VSS <a href=\"https://laohu8.com/S/UNTY\">Unity</a>&nbsp;rocket-powered spaceplane.</li>  <li><b>Couchbase Inc</b>.&nbsp;BASE,&nbsp;a provider of a database for enterprise applications, set terms for its initial public offering on Monday, with plans to offer 7 million shares, priced at $20 to $23 each. The company has applied to list on Nasdaq, under the ticker ‘BASE.’</li>  <li>Shares of<b>Moderna Inc</b>.&nbsp;MRNArose 2.8% Monday after the company said it would supply 20 million doses of its COVID-19 vaccine to Argentina.</li>  <li>Shares of<b><a href=\"https://laohu8.com/S/SWI\">SolarWinds Corp</a>.</b>&nbsp;SWI&nbsp;were 1.8% lower Monday, even after the information technology infrastructure management software company provided an upbeat second-quarter revenue outlook.</li> </ul> <b>How did other assets trade?</b></p><p><blockquote><ul><li><b><a href=\"https://laohu8.com/S/AVGO\">博通</a>公司</b>.AVGO,+1.16%周一，《华尔街日报》报道这家芯片和软件公司正在洽谈收购 SAS Institute Inc.，此前该公司股价上涨 1.2%，交易估值可能达到 150 亿至 200 亿美元。</li><li><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司</b>.AAPL,-0.42% 特拉华州联邦法官驳回了 Blix Inc. 的诉讼，称该诉讼未能证明苹果如何损害移动操作系统市场的竞争，一天后，AAPL 股价下跌 0.4%。</li><li><b><a href=\"https://laohu8.com/S/LB\">L品牌公司</a></b>.LB,+4.16% 表示，该公司将于下个月拆分为两家上市业务，维多利亚的秘密公司（Victoria's Secret&amp;Co.）的内衣部门将更名为 “VSCO”，而 Bath &amp; BodyWorks Inc. 从 8 月 3 日开始，股票代码为 “BBWI ”。</li><li><b><a href=\"https://laohu8.com/S/GME\">游戏驿站</a>公司</b>.GME,-1.04%股价周一下跌1%，此前Ascendiant Capital Markets将其12个月目标价从10美元上调至25美元，但仍远低于该公司周一189.25美元的收盘价。</li><li>韦伯是户外烤架的制造商，在其标志性的圆顶状烤架问世近 50 年后，该公司已申请上市。股份将于<a href=\"https://laohu8.com/S/NWY\">纽约</a>股票代码为WEBR的证券交易所。</li><li>股份<b><a href=\"https://laohu8.com/S/SPCE.WS\">维珍银河控股公司</a>.</b>SPCEskid 周一下跌 17.3%，这是自 2020 年 3 月 16 日以来最大的单日百分比跌幅，一天前，创始人理查德-布兰森（Richard Branson）和五名机组人员乘坐该公司的 VSS 成功飞入亚轨道空间。<a href=\"https://laohu8.com/S/UNTY\">团结</a>火箭动力航天飞机。</li><li><b>沙发基地公司</b>企业应用数据库提供商BASE周一确定了首次公开募股的条款，计划发行700万股股票，每股定价20至23美元。该公司已申请在纳斯达克上市，股票代码为 “BASE”。</li><li>股份<b>现代公司</b>该公司表示将向阿根廷供应 2000 万剂 COVID-19 疫苗，周一上涨 2.8%。</li><li>股份<b><a href=\"https://laohu8.com/S/SWI\">太阳风公司</a>.</b>SWI 周一下跌 1.8%，尽管这家信息技术基础设施管理软件公司提供了乐观的第二季度收入前景。</li></ul><b>其他资产是如何交易的？</b></blockquote></p><p> <ul>  <li>The ICE U.S. Dollar Index&nbsp;DXY,&nbsp;a measure of the currency against six major rivals, was up 0.1%.</li>  <li>Oil futures closed lower Monday, with the U.S. benchmark&nbsp;CL00&nbsp;CL.1,-0.51%down 0.6% settling at $74.10 a barrel. Gold&nbsp;GC00&nbsp;settled 0.3% lower at $1,805.90 an ounce.</li>  <li>In European equities, the Stoxx Europe 600&nbsp;SXXP&nbsp;closed 0.7% higher, while London’s <a href=\"https://laohu8.com/S/.100.UK\">FTSE 100</a>&nbsp;UKX&nbsp;finished up 0.05% on Monday.</li>  <li>In <a href=\"https://laohu8.com/S/00662\">Asia</a>, the Shanghai Composite&nbsp;SHCOMP&nbsp;gained 0.7%, Hong Kong’s Hang Seng Index&nbsp;HSI&nbsp;rose 0.6% on the session and Japan’s Nikkei 225&nbsp;NIK&nbsp;rallied 2.3% on Monday.</li> </ul></p><p><blockquote><ul><li>ICE 美元指数 DXY（衡量美元兑六大主要竞争对手的指标）上涨 0.1%。</li><li>石油期货周一收低，美国基准CL00 CL.1,-0.51%下跌0.6%，收于每桶74.10美元。黄金 GC00 收盘下跌 0.3%，至每盎司 1,805.90 美元。</li><li>欧洲股市方面，斯托克欧洲 600 SXXP 指数收盘上涨 0.7%，伦敦<a href=\"https://laohu8.com/S/.100.UK\">富时100</a>UKX 周一收盘上涨 0.05%。</li><li>在<a href=\"https://laohu8.com/S/00662\">亚洲</a>周一，上证综指上涨 0.7%，香港恒生指数恒生指数上涨 0.6%，日本日经 225 NIK 指数上涨 2.3%。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/dow-set-for-pullback-from-records-tech-stocks-seen-buoyant-as-investors-await-earnings-powell-and-fresh-inflation-data-11626089989?mod=hp_LATEST\">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":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/dow-set-for-pullback-from-records-tech-stocks-seen-buoyant-as-investors-await-earnings-powell-and-fresh-inflation-data-11626089989?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119839711","content_text":"Dow ends just shy of 35,000 milestone.\n\nThe Dow Jones Industrial Average, S&P 500 index and Nasdaq Composite on Monday advanced to back-to-back record finishes, starting the week the way the ended last week.\nThe record finish comes as investors await semiannual testimony from Federal Reserve Chairman Jerome Powell beginning Wednesday and a batch of economic reports throughout the week, the unofficial start of corporate quarterly results.\nHow did stock benchmarks end?\n\nThe Dow Jones Industrial AverageDJIA,+0.36%rose 126.02 points, or 0.4%, to end at a record 34,996.18.\nS&P 500 indexSPX,+0.35%added 15.08 points, or 0.4%, closing at a record 4,384.63, after touching an intraday high at 4,386.68.\nNasdaq Composite IndexCOMP,+0.21%advanced 31.32 points, or 0.2%, finishing at a record 14,733.24, after establishing an intraday all-time high at 14,761.08.\n\nOn Friday, the Dow and S&P 500 finished the session at record highs, booking weekly gains of about 0.2% and 0.4%, respectively. The Nasdaq Composite finished the week at an all-time high with a 0.4% weekly gain.\nWhat drove the market?\nMajor stock indexes rose to back-to-back closing records on Monday. The advance came ahead of a number of key events that could serve as catalysts later in the week, including the unofficial start of earnings season, whichJPMorgan Chase & Co.JPM,+1.43%will kick off Tuesday, Powell’s testimony on Capitol Hill, and fresh readings on inflation.\n“People are thinking earnings are going to be strong and that may propel the market higher,” said John Carey, director of Equity Income at Amundi U.S., adding that, for now, earnings have overshadowed uncertainty in Washington over planned infrastructure spending and potentially higher corporate taxes.\n“Most people seem to be focused on the strength of the economy and the possibility of better earnings to support stock prices, which are definitely at high levels,” Carey told MarketWatch.\nEquity markets experienced a bout of turbulence last week before ending with a flourish, prompted partly by a drop in Treasury yields. Lower-bound rates for government debt had raised questions about the outlook for the U.S. economy in the recovery from the pandemic. The spread of the delta variant of COVID-19 has emerged as a concern, but so has the lofty valuations assigned to some segments of the market.\nQuestions about the Fed’s monetary policy in the face of growing evidence of percolating inflation also have been blamed for some of the rocky trading.\nYields for the 10-yearTMUBMUSD10Y,1.365%edged up less than a basis point to 1.362% on Monday, while the 30-year Treasury yieldsTMUBMUSD30Y,2.000%advanced by 1.2 basis points to 1.993%, near lows last seen in February.\nFederal Reserve Bank ofNew York President John Williams told reportersMonday that conditions for scaling back its $120 billion a month bond-buying stimulus program have yet to be met.\nAlthough inflation and peak growth concerns continue to percolate andworry U.S. households, some strategists said those concerns may be “over-hyped” for markets.\n“Both the previous inflation concerns and the current peak growth concerns are likely over-extrapolated reflections of near-term trends that will not persist,” Glenmede’s team led by Jason Pride and Michael Reynolds, wrote in a Monday note.\n“Markets may remain volatile as they attempt to adjust to the rapidly evolving information flow during the ongoing recovery from the pandemic,” but those factors “should not be disruptive of markets longer term.”\nInvestors also have been keeping an eye on delta-driven COVID infections. The U.S. leads the world with a total of 33.85 million COVID cases and in deaths with 607,156. Dr. Anthony Fauci said on Monday thatboosters weren’t needed for now, but duringa Sunday CNN inview said it was “horrifying”to see conservatives cheer for low vaccination rates, blaming “ideological rigidity” for hobbling the fight against the pandemic.\n“We have long warned that vaccinations would be unlikely to trigger a smooth transition to normalcy,” Ben May, Oxford Economics’ director of global macro research wrote Monday.\nNo key data were on deck Monday ahead of a busy week in economic reports, starting with a reading of consumer prices on Tuesday.\nSeparately, investors also were focused on discussions among finance ministers from the G-20, who are trying to assess the potential implications of a proposal for a global minimum tax.\n“We need sustainable sources of revenue that do not rely on further taxing workers’ wages and exacerbating the economic disparities that we are all committed to reducing,” U.S. Treasury Secretary Janet Yellen said in a speech to European Union countries about revamping the corporate tax code internationally.\n“We need to put an end to corporations shifting capital income to low tax jurisdictions, and to accounting gimmicks that allow them to avoid paying their fair share,” she said.\nWhich companies were in focus?\n\nBroadcom Inc.AVGO,+1.16%shares rose 1.2% Monday afterThe Wall Street Journal reportedthe chip and software company was in talks to buy SAS Institute Inc. in a deal that could value the smashup at $15 billion to $20 billion.\nApple Inc.AAPL,-0.42% shares fell 0.4% a day after a Delaware federal judgedismissed a Blix Inc. suit,saying it failed to demonstrate how Apple harmed competition in the mobile operating system market.\nL Brands Inc.LB,+4.16% said it’s separating into two publiclytraded businesses next month, with theVictoria’s Secret & Co.‘s underwear unit as “VSCO,” while the Bath & BodyWorks Inc. arm under the “BBWI” ticker, starting Aug. 3.\nGameStop Inc.GME,-1.04%shares shed 1% Monday after Ascendiant Capital Markets lifted its 12-month price target to $25 from $10, but still nowhere near the company’s $189.25 closing price Monday.\nWeber, the maker of outdoor grills,has filed to go public, nearly 50 years after it’s iconic dome-like grill was made. Shares are set to trade on the New York Stock Exchange under the ticker WEBR.\nShares ofVirgin Galactic Holdings Inc. SPCEskid 17.3% Monday, it’s largest daily percent slump since March 16, 2020, a day after founder Richard Branson and five crewmates successfully flew into suborbital space on the company’s VSS Unity rocket-powered spaceplane.\nCouchbase Inc. BASE, a provider of a database for enterprise applications, set terms for its initial public offering on Monday, with plans to offer 7 million shares, priced at $20 to $23 each. The company has applied to list on Nasdaq, under the ticker ‘BASE.’\nShares ofModerna Inc. MRNArose 2.8% Monday after the company said it would supply 20 million doses of its COVID-19 vaccine to Argentina.\nShares ofSolarWinds Corp. SWI were 1.8% lower Monday, even after the information technology infrastructure management software company provided an upbeat second-quarter revenue outlook.\n\nHow did other assets trade?\n\nThe ICE U.S. Dollar Index DXY, a measure of the currency against six major rivals, was up 0.1%.\nOil futures closed lower Monday, with the U.S. benchmark CL00 CL.1,-0.51%down 0.6% settling at $74.10 a barrel. Gold GC00 settled 0.3% lower at $1,805.90 an ounce.\nIn European equities, the Stoxx Europe 600 SXXP closed 0.7% higher, while London’s FTSE 100 UKX finished up 0.05% on Monday.\nIn Asia, the Shanghai Composite SHCOMP gained 0.7%, Hong Kong’s Hang Seng Index HSI rose 0.6% on the session and Japan’s Nikkei 225 NIK rallied 2.3% on Monday.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":864208852,"gmtCreate":1633101527803,"gmtModify":1633101528320,"author":{"id":"3577771722524346","authorId":"3577771722524346","name":"Shishir","avatar":"https://static.tigerbbs.com/5bbb5ffb9814e2b46f518ffcbf85ff64","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577771722524346","authorIdStr":"3577771722524346"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/864208852","repostId":"1118501905","repostType":4,"isVote":1,"tweetType":1,"viewCount":729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":147358278,"gmtCreate":1626337032894,"gmtModify":1633927744744,"author":{"id":"3577771722524346","authorId":"3577771722524346","name":"Shishir","avatar":"https://static.tigerbbs.com/5bbb5ffb9814e2b46f518ffcbf85ff64","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577771722524346","authorIdStr":"3577771722524346"},"themes":[],"title":"","htmlText":"Like comment&nbsp;","listText":"Like comment&nbsp;","text":"Like comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/147358278","repostId":"2151751740","repostType":4,"isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":858579840,"gmtCreate":1635091535192,"gmtModify":1635091535862,"author":{"id":"3577771722524346","authorId":"3577771722524346","name":"Shishir","avatar":"https://static.tigerbbs.com/5bbb5ffb9814e2b46f518ffcbf85ff64","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577771722524346","authorIdStr":"3577771722524346"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/858579840","repostId":"1174514229","repostType":4,"repost":{"id":"1174514229","kind":"news","pubTimestamp":1635035471,"share":"https://www.laohunote.com/m/news/1174514229?lang=zh_CN&edition=full","pubTime":"2021-10-24 08:31","market":"us","language":"en","title":"US IPO Week Ahead: Semiconductors, energy storage, designer apparel, and more in a 12 IPO week<blockquote>美国 IPO 周即将到来：半导体、储能、设计师服装等 12 个 IPO 周</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1174514229","media":"Renaissance Capital","summary":"The IPO market continues to stay busy with 12 IPOs schedule to raise $6.8 billion in the week ahead.","content":"<p>The IPO market continues to stay busy with 12 IPOs schedule to raise $6.8 billion in the week ahead.</p><p><blockquote>IPO市场继续忙碌，未来一周将有12次IPO计划筹集68亿美元。</blockquote></p><p> Semiconductor foundry&nbsp;<b>GlobalFoundries</b>(GFS) plans to raise $2.4 billion at a $24.6 billion market cap. Backed by Abu Dhabi’s Mubadala, US-based GlobalFoundries is one of the world’s leading specialty semiconductor foundries. Unprofitable with lumpy growth, the company states that it is the only scaled pure-play foundry with a global footprint that is not based in China.</p><p><blockquote>半导体代工<b>全球代工厂</b>(GFS) 计划以 246 亿美元的市值筹集 24 亿美元。在阿布扎比 Mubadala 的支持下，总部位于美国的 GlobalFoundries 是世界领先的特种半导体代工厂之一。由于增长不稳定，尚未盈利，该公司表示，它是唯一一家在全球范围内不在中国的大规模纯代工厂。</blockquote></p><p> Enterprise cloud data management platform&nbsp;<b>Informatica</b>(INFA) plans to raise $885 million at an $8.7 billion market cap. This company provides data integration services on its AI-powered platform to over 5,700 customers through both licenses and subscriptions. Although it will be highly leveraged post-IPO, Informatica is a recognized leader in the global data management market and saw strong subscription ARR growth in the 1H21.</p><p><blockquote>企业云数据管理平台<b>信息学</b>(INFA) 计划以 87 亿美元的市值筹集 8.85 亿美元。该公司通过许可证和订阅在其人工智能平台上为超过 5,700 名客户提供数据集成服务。尽管IPO后杠杆率很高，但Informatica是全球数据管理市场公认的领导者，并在2021年上半年实现了强劲的订阅ARR增长。</blockquote></p><p> Energy storage provider&nbsp;<b>Fluence Energy</b>(FLNC) plans to raise $698 million at a $3.8 billion market cap. Formed by Siemens and AES, this company sells energy storage products and services to utilities, independent power producers, project developers, and commercial and industrial customers. Fast growing but unprofitable, Fluence Energy deployed 942 MW of storage products as of 6/30/21.</p><p><blockquote>储能提供商<b>注量能</b>(FLNC) 计划以 38 亿美元的市值筹集 6.98 亿美元。该公司由西门子和 AES 组建，向公用事业公司、独立电力生产商、项目开发商以及商业和工业客户销售储能产品和服务。快速增长但无利可图，截至2021年6月30日，Fluence Energy部署了942兆瓦的存储产品。</blockquote></p><p> Revenue cycle management platform&nbsp;<b>Ensemble Health Partners</b>(ENSB) plans to raise $605 million at a $3.6 billion market cap. This platform provides revenue cycle management solutions to the healthcare industry. Profitable with accelerating growth in the 1H21, Ensemble Health has over $20 billion in annual client net patient revenue under management.</p><p><blockquote>收入周期管理平台<b>健康合作伙伴</b>(ENSB) 计划以 36 亿美元的市值筹集 6.05 亿美元。该平台为医疗保健行业提供收入周期管理解决方案。随着 2021 年上半年的加速增长，Ensemble Health 实现了盈利，管理的年度客户净患者收入超过 200 亿美元。</blockquote></p><p> Hiring solutions provider&nbsp;<b>HireRight Holdings</b>(HRT) plans to raise $500 million at a $1.8 billion market cap. This company provides background checks, verification, identification, monitoring, and drug and health screening services to over 40,000 customers. HireRight was profitable on an EBIT basis in the 1H21, though cash flow swung negative.</p><p><blockquote>招聘解决方案提供商<b>HireRight 控股</b>(HRT) 计划以 18 亿美元的市值筹集 5 亿美元。该公司为超过40,000名客户提供背景调查、验证、识别、监测以及药物和健康筛查服务。尽管现金流为负，但 HireRight 在 2021 年上半年的息税前利润仍实现盈利。</blockquote></p><p> Online education marketplace&nbsp;<b>Udemy</b>(UDMY) plans to raise $406 million at a $4.3 billion market cap. This education platform provides over 183,000 courses in 75 languages to over 44 million customers in over 180 countries. Growing but unprofitable, Udemy has registered more than 73 million users since its inception.</p><p><blockquote>在线教育市场<b>乌德米</b>(UDMY) 计划以 43 亿美元的市值筹集 4.06 亿美元。该教育平台为180多个国家的4400多万客户提供75种语言的183,000多门课程。Udemy 不断增长，但无利可图，自成立以来已注册超过 7300 万用户。</blockquote></p><p> Chinese drug in-licensor&nbsp;<b>LianBio</b>(LIAN) plans to raise $325 million at a $1.8 billion market cap. Focused on China and other Asian markets, this biopharmaceutical company develops and commercializes drugs for a variety of indications. LianBio’s pipeline currently consists of nine product candidates across five different therapeutics areas.</p><p><blockquote>中国药品许可方<b>连生物</b>（LIAN）计划以18亿美元的市值筹集3.25亿美元。这家生物制药公司专注于中国和其他亚洲市场，开发和商业化各种适应症的药物。LianBio 目前的产品线包括五个不同治疗领域的九种候选产品。</blockquote></p><p> <b>Rent the Runway</b>(RENT) plans to raise $293 million at a $1.4 billion market cap. This apparel rental company originally focused on a-la-carte rentals of dresses for events, but has gradually transitioned to mostly generating revenue from monthly subscription boxes. While the company has seen active subscribers and revenue rebound in the last two quarters, it is unprofitable and leveraged post-IPO.</p><p><blockquote><b>租跑道</b>（RENT）计划以14亿美元的市值筹集2.93亿美元。这家服装租赁公司原本专注于活动礼服的点菜租赁，但已逐渐过渡到主要从包月包厢获得收入。虽然该公司在过去两个季度的活跃用户和收入有所反弹，但在IPO后却无利可图且杠杆化。</blockquote></p><p> Aesthetic medical device maker&nbsp;<b>Candela Medical</b>(CDLA) plans to raise $250 million at a $1.7 billion market cap. Selling products directly in 18 countries and indirectly in 66 countries, this company develops medical devices for elective aesthetic procedures. Despite being hard hit by the pandemic, Candela Medical saw strong growth and turned profitable in the 1H21.</p><p><blockquote>美容医疗器械制造商<b>坎德拉医疗</b>(CDLA) 计划以 17 亿美元的市值筹集 2.5 亿美元。该公司直接在18个国家销售产品，间接在66个国家销售产品，开发用于选择性美容手术的医疗设备。尽管受到疫情的沉重打击，Candela Medical 仍实现了强劲增长，并在 2021 年上半年实现了盈利。</blockquote></p><p> Fire pit brand&nbsp;<b>Solo Brands</b>(DTC) plans to raise $200 million at a $1.5 billion market cap. Solo Brands sells fire pits, camp stoves, and other outdoor gear through its DTC platform. Fast growing and profitable, this outdoor e-commerce has an installed base of more than 2.3 million customers.</p><p><blockquote>火坑牌<b>Solo品牌</b>(DTC) 计划以 15 亿美元的市值筹集 2 亿美元。Solo Brands通过其DTC平台销售火坑、野营炉和其他户外装备。快速增长和盈利，这个户外电子商务拥有超过230万客户的安装基础。</blockquote></p><p> Body contouring provider&nbsp;<b>AirSculpt Technologies</b>(AIRS) plans to raise $160 million at an $886 million market cap. This company provides minimally-invasive body contouring procedures through 16 centers across 13 states in the US. AirSculpt Technologies is profitable with solid growth, and has seen an increase in same-center case volume as a result of lessening effects of COVID-19.</p><p><blockquote>身体轮廓提供者<b>AirSculpt技术</b>(AIRS) 计划以 8.86 亿美元的市值筹集 1.6 亿美元。这家公司通过美国13个州的16个中心提供微创身体塑形手术。AirSculpt Technologies 实现了盈利，增长稳健，并且由于 COVID-19 的影响减弱，同中心病例量有所增加。</blockquote></p><p> Technology firm&nbsp;<b>Arteris</b>(AIP) plans to raise $75 million at a $555 million market cap. This technology company develops and licenses interconnect intellectual property that manages the on-chip communications in System-on-Chip semiconductor devices. Arteris is unprofitable but saw growth accelerate in the 1H21.</p><p><blockquote>科技公司<b>动脉</b>（AIP）计划以5.55亿美元的市值筹集7500万美元。这家技术公司开发并授权interconnect知识产权，该知识产权管理片上系统半导体器件中的片上通信。Arteris 尚未盈利，但在 2021 年上半年增长加速。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/99c3b0173e59f4e69ff484c12bd137e7\" tg-width=\"1270\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/64e34b3c49a856e99ba64a2d57410844\" tg-width=\"1272\" tg-height=\"582\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Street research is expected for six companies, and lock-up periods will be expiring for up to 12 companies.</p><p><blockquote>预计将对 6 家公司进行街头调查，多达 12 家公司的禁售期将到期。</blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 10/22/21, the Renaissance IPO Index was up 8.2% year-to-date, while the S&amp;P 500 was up 21.1%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Uber Technologies (UBER) and Moderna (MRNA). The Renaissance International IPO Index was down 15.8% year-to-date, while the ACWX was up 9.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Meituan-Dianping and SoftBank.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至21年10月22日，文艺复兴IPO指数年初至今上涨8.2%，而标普500上涨21.1%。Renaissance Capital 的 IPO ETF（纽约证券交易所股票代码：IPO）追踪该指数，持有量最大的 ETF 包括 Uber Technologies (UBER) 和 Moderna (MRNA)。Renaissance International IPO 指数今年迄今下跌 15.8%，而 ACWX 指数上涨 9.1%。Renaissance Capital 的国际 IPO ETF（纽约证券交易所股票代码：IPOS）追踪该指数，持有量最大的 ETF 包括美团-W大众点评和软银。</blockquote></p><p></p>","source":"lsy1603787993745","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US IPO Week Ahead: Semiconductors, energy storage, designer apparel, and more in a 12 IPO week<blockquote>美国 IPO 周即将到来：半导体、储能、设计师服装等 12 个 IPO 周</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: Semiconductors, energy storage, designer apparel, and more in a 12 IPO week<blockquote>美国 IPO 周即将到来：半导体、储能、设计师服装等 12 个 IPO 周</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Renaissance Capital</strong><span class=\"h-time small\">2021-10-24 08:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The IPO market continues to stay busy with 12 IPOs schedule to raise $6.8 billion in the week ahead.</p><p><blockquote>IPO市场继续忙碌，未来一周将有12次IPO计划筹集68亿美元。</blockquote></p><p> Semiconductor foundry&nbsp;<b>GlobalFoundries</b>(GFS) plans to raise $2.4 billion at a $24.6 billion market cap. Backed by Abu Dhabi’s Mubadala, US-based GlobalFoundries is one of the world’s leading specialty semiconductor foundries. Unprofitable with lumpy growth, the company states that it is the only scaled pure-play foundry with a global footprint that is not based in China.</p><p><blockquote>半导体代工<b>全球代工厂</b>(GFS) 计划以 246 亿美元的市值筹集 24 亿美元。在阿布扎比 Mubadala 的支持下，总部位于美国的 GlobalFoundries 是世界领先的特种半导体代工厂之一。由于增长不稳定，尚未盈利，该公司表示，它是唯一一家在全球范围内不在中国的大规模纯代工厂。</blockquote></p><p> Enterprise cloud data management platform&nbsp;<b>Informatica</b>(INFA) plans to raise $885 million at an $8.7 billion market cap. This company provides data integration services on its AI-powered platform to over 5,700 customers through both licenses and subscriptions. Although it will be highly leveraged post-IPO, Informatica is a recognized leader in the global data management market and saw strong subscription ARR growth in the 1H21.</p><p><blockquote>企业云数据管理平台<b>信息学</b>(INFA) 计划以 87 亿美元的市值筹集 8.85 亿美元。该公司通过许可证和订阅在其人工智能平台上为超过 5,700 名客户提供数据集成服务。尽管IPO后杠杆率很高，但Informatica是全球数据管理市场公认的领导者，并在2021年上半年实现了强劲的订阅ARR增长。</blockquote></p><p> Energy storage provider&nbsp;<b>Fluence Energy</b>(FLNC) plans to raise $698 million at a $3.8 billion market cap. Formed by Siemens and AES, this company sells energy storage products and services to utilities, independent power producers, project developers, and commercial and industrial customers. Fast growing but unprofitable, Fluence Energy deployed 942 MW of storage products as of 6/30/21.</p><p><blockquote>储能提供商<b>注量能</b>(FLNC) 计划以 38 亿美元的市值筹集 6.98 亿美元。该公司由西门子和 AES 组建，向公用事业公司、独立电力生产商、项目开发商以及商业和工业客户销售储能产品和服务。快速增长但无利可图，截至2021年6月30日，Fluence Energy部署了942兆瓦的存储产品。</blockquote></p><p> Revenue cycle management platform&nbsp;<b>Ensemble Health Partners</b>(ENSB) plans to raise $605 million at a $3.6 billion market cap. This platform provides revenue cycle management solutions to the healthcare industry. Profitable with accelerating growth in the 1H21, Ensemble Health has over $20 billion in annual client net patient revenue under management.</p><p><blockquote>收入周期管理平台<b>健康合作伙伴</b>(ENSB) 计划以 36 亿美元的市值筹集 6.05 亿美元。该平台为医疗保健行业提供收入周期管理解决方案。随着 2021 年上半年的加速增长，Ensemble Health 实现了盈利，管理的年度客户净患者收入超过 200 亿美元。</blockquote></p><p> Hiring solutions provider&nbsp;<b>HireRight Holdings</b>(HRT) plans to raise $500 million at a $1.8 billion market cap. This company provides background checks, verification, identification, monitoring, and drug and health screening services to over 40,000 customers. HireRight was profitable on an EBIT basis in the 1H21, though cash flow swung negative.</p><p><blockquote>招聘解决方案提供商<b>HireRight 控股</b>(HRT) 计划以 18 亿美元的市值筹集 5 亿美元。该公司为超过40,000名客户提供背景调查、验证、识别、监测以及药物和健康筛查服务。尽管现金流为负，但 HireRight 在 2021 年上半年的息税前利润仍实现盈利。</blockquote></p><p> Online education marketplace&nbsp;<b>Udemy</b>(UDMY) plans to raise $406 million at a $4.3 billion market cap. This education platform provides over 183,000 courses in 75 languages to over 44 million customers in over 180 countries. Growing but unprofitable, Udemy has registered more than 73 million users since its inception.</p><p><blockquote>在线教育市场<b>乌德米</b>(UDMY) 计划以 43 亿美元的市值筹集 4.06 亿美元。该教育平台为180多个国家的4400多万客户提供75种语言的183,000多门课程。Udemy 不断增长，但无利可图，自成立以来已注册超过 7300 万用户。</blockquote></p><p> Chinese drug in-licensor&nbsp;<b>LianBio</b>(LIAN) plans to raise $325 million at a $1.8 billion market cap. Focused on China and other Asian markets, this biopharmaceutical company develops and commercializes drugs for a variety of indications. LianBio’s pipeline currently consists of nine product candidates across five different therapeutics areas.</p><p><blockquote>中国药品许可方<b>连生物</b>（LIAN）计划以18亿美元的市值筹集3.25亿美元。这家生物制药公司专注于中国和其他亚洲市场，开发和商业化各种适应症的药物。LianBio 目前的产品线包括五个不同治疗领域的九种候选产品。</blockquote></p><p> <b>Rent the Runway</b>(RENT) plans to raise $293 million at a $1.4 billion market cap. This apparel rental company originally focused on a-la-carte rentals of dresses for events, but has gradually transitioned to mostly generating revenue from monthly subscription boxes. While the company has seen active subscribers and revenue rebound in the last two quarters, it is unprofitable and leveraged post-IPO.</p><p><blockquote><b>租跑道</b>（RENT）计划以14亿美元的市值筹集2.93亿美元。这家服装租赁公司原本专注于活动礼服的点菜租赁，但已逐渐过渡到主要从包月包厢获得收入。虽然该公司在过去两个季度的活跃用户和收入有所反弹，但在IPO后却无利可图且杠杆化。</blockquote></p><p> Aesthetic medical device maker&nbsp;<b>Candela Medical</b>(CDLA) plans to raise $250 million at a $1.7 billion market cap. Selling products directly in 18 countries and indirectly in 66 countries, this company develops medical devices for elective aesthetic procedures. Despite being hard hit by the pandemic, Candela Medical saw strong growth and turned profitable in the 1H21.</p><p><blockquote>美容医疗器械制造商<b>坎德拉医疗</b>(CDLA) 计划以 17 亿美元的市值筹集 2.5 亿美元。该公司直接在18个国家销售产品，间接在66个国家销售产品，开发用于选择性美容手术的医疗设备。尽管受到疫情的沉重打击，Candela Medical 仍实现了强劲增长，并在 2021 年上半年实现了盈利。</blockquote></p><p> Fire pit brand&nbsp;<b>Solo Brands</b>(DTC) plans to raise $200 million at a $1.5 billion market cap. Solo Brands sells fire pits, camp stoves, and other outdoor gear through its DTC platform. Fast growing and profitable, this outdoor e-commerce has an installed base of more than 2.3 million customers.</p><p><blockquote>火坑牌<b>Solo品牌</b>(DTC) 计划以 15 亿美元的市值筹集 2 亿美元。Solo Brands通过其DTC平台销售火坑、野营炉和其他户外装备。快速增长和盈利，这个户外电子商务拥有超过230万客户的安装基础。</blockquote></p><p> Body contouring provider&nbsp;<b>AirSculpt Technologies</b>(AIRS) plans to raise $160 million at an $886 million market cap. This company provides minimally-invasive body contouring procedures through 16 centers across 13 states in the US. AirSculpt Technologies is profitable with solid growth, and has seen an increase in same-center case volume as a result of lessening effects of COVID-19.</p><p><blockquote>身体轮廓提供者<b>AirSculpt技术</b>(AIRS) 计划以 8.86 亿美元的市值筹集 1.6 亿美元。这家公司通过美国13个州的16个中心提供微创身体塑形手术。AirSculpt Technologies 实现了盈利，增长稳健，并且由于 COVID-19 的影响减弱，同中心病例量有所增加。</blockquote></p><p> Technology firm&nbsp;<b>Arteris</b>(AIP) plans to raise $75 million at a $555 million market cap. This technology company develops and licenses interconnect intellectual property that manages the on-chip communications in System-on-Chip semiconductor devices. Arteris is unprofitable but saw growth accelerate in the 1H21.</p><p><blockquote>科技公司<b>动脉</b>（AIP）计划以5.55亿美元的市值筹集7500万美元。这家技术公司开发并授权interconnect知识产权，该知识产权管理片上系统半导体器件中的片上通信。Arteris 尚未盈利，但在 2021 年上半年增长加速。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/99c3b0173e59f4e69ff484c12bd137e7\" tg-width=\"1270\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/64e34b3c49a856e99ba64a2d57410844\" tg-width=\"1272\" tg-height=\"582\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Street research is expected for six companies, and lock-up periods will be expiring for up to 12 companies.</p><p><blockquote>预计将对 6 家公司进行街头调查，多达 12 家公司的禁售期将到期。</blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 10/22/21, the Renaissance IPO Index was up 8.2% year-to-date, while the S&amp;P 500 was up 21.1%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Uber Technologies (UBER) and Moderna (MRNA). The Renaissance International IPO Index was down 15.8% year-to-date, while the ACWX was up 9.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Meituan-Dianping and SoftBank.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至21年10月22日，文艺复兴IPO指数年初至今上涨8.2%，而标普500上涨21.1%。Renaissance Capital 的 IPO ETF（纽约证券交易所股票代码：IPO）追踪该指数，持有量最大的 ETF 包括 Uber Technologies (UBER) 和 Moderna (MRNA)。Renaissance International IPO 指数今年迄今下跌 15.8%，而 ACWX 指数上涨 9.1%。Renaissance Capital 的国际 IPO ETF（纽约证券交易所股票代码：IPOS）追踪该指数，持有量最大的 ETF 包括美团-W大众点评和软银。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/87676/US-IPO-Week-Ahead-Semiconductors-energy-storage-designer-apparel-and-more-i\">Renaissance Capital</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","AIRS":"Airsculpt Technologies",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","UDMY":"Udemy, Inc.","AIP":"Arteris, Inc.","RENT":"Rent the Runway, Inc.","INFA":"Informatica Inc.","GFS":"GLOBALFOUNDRIES Inc.","FLNC":"Fluence Energy, Inc.","HRT":"HireRight Holdings Corp."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/87676/US-IPO-Week-Ahead-Semiconductors-energy-storage-designer-apparel-and-more-i","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174514229","content_text":"The IPO market continues to stay busy with 12 IPOs schedule to raise $6.8 billion in the week ahead.\nSemiconductor foundry GlobalFoundries(GFS) plans to raise $2.4 billion at a $24.6 billion market cap. Backed by Abu Dhabi’s Mubadala, US-based GlobalFoundries is one of the world’s leading specialty semiconductor foundries. Unprofitable with lumpy growth, the company states that it is the only scaled pure-play foundry with a global footprint that is not based in China.\nEnterprise cloud data management platform Informatica(INFA) plans to raise $885 million at an $8.7 billion market cap. This company provides data integration services on its AI-powered platform to over 5,700 customers through both licenses and subscriptions. Although it will be highly leveraged post-IPO, Informatica is a recognized leader in the global data management market and saw strong subscription ARR growth in the 1H21.\nEnergy storage provider Fluence Energy(FLNC) plans to raise $698 million at a $3.8 billion market cap. Formed by Siemens and AES, this company sells energy storage products and services to utilities, independent power producers, project developers, and commercial and industrial customers. Fast growing but unprofitable, Fluence Energy deployed 942 MW of storage products as of 6/30/21.\nRevenue cycle management platform Ensemble Health Partners(ENSB) plans to raise $605 million at a $3.6 billion market cap. This platform provides revenue cycle management solutions to the healthcare industry. Profitable with accelerating growth in the 1H21, Ensemble Health has over $20 billion in annual client net patient revenue under management.\nHiring solutions provider HireRight Holdings(HRT) plans to raise $500 million at a $1.8 billion market cap. This company provides background checks, verification, identification, monitoring, and drug and health screening services to over 40,000 customers. HireRight was profitable on an EBIT basis in the 1H21, though cash flow swung negative.\nOnline education marketplace Udemy(UDMY) plans to raise $406 million at a $4.3 billion market cap. This education platform provides over 183,000 courses in 75 languages to over 44 million customers in over 180 countries. Growing but unprofitable, Udemy has registered more than 73 million users since its inception.\nChinese drug in-licensor LianBio(LIAN) plans to raise $325 million at a $1.8 billion market cap. Focused on China and other Asian markets, this biopharmaceutical company develops and commercializes drugs for a variety of indications. LianBio’s pipeline currently consists of nine product candidates across five different therapeutics areas.\nRent the Runway(RENT) plans to raise $293 million at a $1.4 billion market cap. This apparel rental company originally focused on a-la-carte rentals of dresses for events, but has gradually transitioned to mostly generating revenue from monthly subscription boxes. While the company has seen active subscribers and revenue rebound in the last two quarters, it is unprofitable and leveraged post-IPO.\nAesthetic medical device maker Candela Medical(CDLA) plans to raise $250 million at a $1.7 billion market cap. Selling products directly in 18 countries and indirectly in 66 countries, this company develops medical devices for elective aesthetic procedures. Despite being hard hit by the pandemic, Candela Medical saw strong growth and turned profitable in the 1H21.\nFire pit brand Solo Brands(DTC) plans to raise $200 million at a $1.5 billion market cap. Solo Brands sells fire pits, camp stoves, and other outdoor gear through its DTC platform. Fast growing and profitable, this outdoor e-commerce has an installed base of more than 2.3 million customers.\nBody contouring provider AirSculpt Technologies(AIRS) plans to raise $160 million at an $886 million market cap. This company provides minimally-invasive body contouring procedures through 16 centers across 13 states in the US. AirSculpt Technologies is profitable with solid growth, and has seen an increase in same-center case volume as a result of lessening effects of COVID-19.\nTechnology firm Arteris(AIP) plans to raise $75 million at a $555 million market cap. This technology company develops and licenses interconnect intellectual property that manages the on-chip communications in System-on-Chip semiconductor devices. Arteris is unprofitable but saw growth accelerate in the 1H21.\n\nStreet research is expected for six companies, and lock-up periods will be expiring for up to 12 companies.\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 10/22/21, the Renaissance IPO Index was up 8.2% year-to-date, while the S&P 500 was up 21.1%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Uber Technologies (UBER) and Moderna (MRNA). The Renaissance International IPO Index was down 15.8% year-to-date, while the ACWX was up 9.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Meituan-Dianping and SoftBank.","news_type":1,"symbols_score_info":{".DJI":0.9,"FLNC":0.9,"DTC":0.9,"AIRS":0.9,"ENSB":0.9,".IXIC":0.9,"UDMY":0.9,"AIP":0.9,"LIAN":0.9,"INFA":0.9,"RENT":0.9,"GFS":0.9,"CDLA":0.9,".SPX":0.9,"HRT":0.9}},"isVote":1,"tweetType":1,"viewCount":809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828811531,"gmtCreate":1633882874362,"gmtModify":1633882874513,"author":{"id":"3577771722524346","authorId":"3577771722524346","name":"Shishir","avatar":"https://static.tigerbbs.com/5bbb5ffb9814e2b46f518ffcbf85ff64","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577771722524346","authorIdStr":"3577771722524346"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/828811531","repostId":"2174920514","repostType":4,"isVote":1,"tweetType":1,"viewCount":665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":178364548,"gmtCreate":1626788768884,"gmtModify":1633771034509,"author":{"id":"3577771722524346","authorId":"3577771722524346","name":"Shishir","avatar":"https://static.tigerbbs.com/5bbb5ffb9814e2b46f518ffcbf85ff64","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577771722524346","authorIdStr":"3577771722524346"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/178364548","repostId":"1102737002","repostType":4,"repost":{"id":"1102737002","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":1626787848,"share":"https://www.laohunote.com/m/news/1102737002?lang=zh_CN&edition=full","pubTime":"2021-07-20 21:30","market":"us","language":"en","title":"Stocks open slightly higher in attempt to bounce back from Monday selloff<blockquote>股市小幅开盘走高，试图从周一的抛售中反弹</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1102737002","media":"Tiger Newspress","summary":"(July 20) Wall Street’s main indexes opened higher on Tuesday, as economically sensitive stocks rebo","content":"<p>(July 20)&nbsp;Wall Street’s main indexes opened higher on Tuesday, as economically sensitive stocks rebounded following a sharp selloff in the previous session, while shares of IBM jumped on strong second-quarter results.</p><p><blockquote>(7月20日)华尔街主要股指周二高开，对经济敏感的股票在前一交易日大幅抛售后反弹，而IBM的股价则因强劲的第二季度业绩而跳涨。</blockquote></p><p> Chinese education&nbsp;stocks&nbsp;rally, Blockchain stocks plunged.</p><p><blockquote>中国教育股上涨，区块链股暴跌。</blockquote></p><p> New Shepard capsule returns to Earth safely.&nbsp;Blue Origin Becomes the First Company to Take a Paying Passenger to Space.&nbsp;Amzon&nbsp;stock&nbsp;fell&nbsp;0.48%&nbsp;in&nbsp;morning&nbsp;trading.</p><p><blockquote>新谢泼德太空舱安全返回地球蓝色起源成为第一家将付费乘客送上太空的公司亚马逊股票在早盘交易中下跌0.48%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f39d7260da8bf4b4752067a47fef692b\" tg-width=\"304\" tg-height=\"165\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/cb77d3a02961a8a78cc8ac8ac2dc9f05\" tg-width=\"306\" tg-height=\"361\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <img src=\"https://static.tigerbbs.com/0c4eddca19a77e87393f2b94d50383e9\" tg-width=\"709\" tg-height=\"547\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks open slightly higher in attempt to bounce back from Monday selloff<blockquote>股市小幅开盘走高，试图从周一的抛售中反弹</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStocks open slightly higher in attempt to bounce back from Monday selloff<blockquote>股市小幅开盘走高，试图从周一的抛售中反弹</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\">2021-07-20 21:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(July 20)&nbsp;Wall Street’s main indexes opened higher on Tuesday, as economically sensitive stocks rebounded following a sharp selloff in the previous session, while shares of IBM jumped on strong second-quarter results.</p><p><blockquote>(7月20日)华尔街主要股指周二高开，对经济敏感的股票在前一交易日大幅抛售后反弹，而IBM的股价则因强劲的第二季度业绩而跳涨。</blockquote></p><p> Chinese education&nbsp;stocks&nbsp;rally, Blockchain stocks plunged.</p><p><blockquote>中国教育股上涨，区块链股暴跌。</blockquote></p><p> New Shepard capsule returns to Earth safely.&nbsp;Blue Origin Becomes the First Company to Take a Paying Passenger to Space.&nbsp;Amzon&nbsp;stock&nbsp;fell&nbsp;0.48%&nbsp;in&nbsp;morning&nbsp;trading.</p><p><blockquote>新谢泼德太空舱安全返回地球蓝色起源成为第一家将付费乘客送上太空的公司亚马逊股票在早盘交易中下跌0.48%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f39d7260da8bf4b4752067a47fef692b\" tg-width=\"304\" tg-height=\"165\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/cb77d3a02961a8a78cc8ac8ac2dc9f05\" tg-width=\"306\" tg-height=\"361\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <img src=\"https://static.tigerbbs.com/0c4eddca19a77e87393f2b94d50383e9\" tg-width=\"709\" tg-height=\"547\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102737002","content_text":"(July 20) Wall Street’s main indexes opened higher on Tuesday, as economically sensitive stocks rebounded following a sharp selloff in the previous session, while shares of IBM jumped on strong second-quarter results.\nChinese education stocks rally, Blockchain stocks plunged.\nNew Shepard capsule returns to Earth safely. Blue Origin Becomes the First Company to Take a Paying Passenger to Space. Amzon stock fell 0.48% in morning trading.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":609128587,"gmtCreate":1638254416756,"gmtModify":1638254416933,"author":{"id":"3577771722524346","authorId":"3577771722524346","name":"Shishir","avatar":"https://static.tigerbbs.com/5bbb5ffb9814e2b46f518ffcbf85ff64","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577771722524346","authorIdStr":"3577771722524346"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/609128587","repostId":"1129652757","repostType":4,"repost":{"id":"1129652757","kind":"news","pubTimestamp":1638253373,"share":"https://www.laohunote.com/m/news/1129652757?lang=zh_CN&edition=full","pubTime":"2021-11-30 14:22","market":"us","language":"en","title":"Microsoft CEO sells half his stake in the company ahead of new state capital gains tax<blockquote>微软首席执行官在新的州资本利得税之前出售了他在公司的一半股份</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129652757","media":"THE BUSINESS JOURNALS","summary":"Microsoft Corp. (Nasdaq: MSFT) CEO Satya Nadella sold almost half of his stake in the company last w","content":"<p>Microsoft Corp. (Nasdaq: MSFT) CEO&nbsp;Satya Nadella&nbsp;sold almost half of his stake in the company last week, when its stock prices were coming down from an all-time high, according to a Securities and Exchange Commission filing.</p><p><blockquote>根据美国证券交易委员会的一份文件，微软公司（纳斯达克股票代码：MSFT）首席执行官萨蒂亚·纳德拉上周出售了他在该公司近一半的股份，当时该公司股价正从历史高点回落。</blockquote></p><p> The Redmond-based tech giant disclosed Nadella sold 838,584 shares between Nov. 23 and Nov. 24 for more than $285 million. Share prices ranged from $334 to $349 over those two days, according to the filing. Before Nov. 23 he had about 1.67 million shares of the company.</p><p><blockquote>这家总部位于雷德蒙德的科技巨头透露，纳德拉在 11 月 23 日至 11 月 24 日期间以超过 2.85 亿美元的价格出售了 838,584 股股票。文件显示，这两天的股价在 334 美元至 349 美元之间。11月23日之前，他持有该公司约167万股股票。</blockquote></p><p> A Microsoft spokesperson said Nadella sold the shares for personal financial planning reasons.</p><p><blockquote>微软发言人表示，纳德拉出于个人财务规划原因出售了这些股票。</blockquote></p><p> \"He is committed to the continued success of the company and his holdings significantly exceed the holding requirements set by the Microsoft Board of Directors,\" the spokesperson said in a statement.</p><p><blockquote>该发言人在一份声明中表示：“他致力于公司的持续成功，他的持股大大超过了微软董事会设定的持股要求。”</blockquote></p><p> It's the most Nadella has ever sold at one time during his time with Microsoft, according to previous SEC filings. In 2018, Nadella sold about 30% of his stake in the company at the time for about $35 million. Microsoft stock prices were around $110 per share at the time.</p><p><blockquote>根据美国证券交易委员会之前的文件，这是纳德拉在微软任职期间一次性出售的最多的一笔。2018年，纳德拉以约3500万美元的价格出售了当时持有的公司约30%的股份。当时微软的股价约为每股110美元。</blockquote></p><p> Ananalyst told the Wall Street Journal&nbsp;that Nadella's move could be preceding Washington state's&nbsp;looming capital gains tax. Starting Jan. 1, Washington residents must pay a 7% tax on the sale of stocks, bonds and other capital assets of over $250,000. Real estate, assets in a retirement account, timber and certain other assets are exempt.</p><p><blockquote>分析师告诉《华尔街日报》，纳德拉的举动可能先于华盛顿州即将征收资本利得税。从 1 月 1 日起，华盛顿居民出售超过 25 万美元的股票、债券和其他资本资产必须缴纳 7% 的税。房地产、退休账户中的资产、木材和某些其他资产被豁免。</blockquote></p><p> Most of Nadella's compensation&nbsp;is wrapped up in stock awards, based on performance, vested over years from Microsoft. His total compensation for fiscal 2021 was $49.9 million, up from $44.3 million in 2020, according to an SEC filing from last month. Of his total pay, $33 million came from stock awards. His base salary has been $2.5 million for the past two years.</p><p><blockquote>纳德拉的大部分薪酬都包含在股票奖励中，这些奖励基于微软多年来授予的业绩。根据美国证券交易委员会上个月提交的文件，他2021财年的总薪酬为4990万美元，高于2020年的4430万美元。在他的总薪酬中，3300万美元来自股票奖励。过去两年他的基本工资是250万美元。</blockquote></p><p></p>","source":"lsy1633760424806","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>Microsoft CEO sells half his stake in the company ahead of new state capital gains tax<blockquote>微软首席执行官在新的州资本利得税之前出售了他在公司的一半股份</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\">\nMicrosoft CEO sells half his stake in the company ahead of new state capital gains tax<blockquote>微软首席执行官在新的州资本利得税之前出售了他在公司的一半股份</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">THE BUSINESS JOURNALS</strong><span class=\"h-time small\">2021-11-30 14:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Microsoft Corp. (Nasdaq: MSFT) CEO&nbsp;Satya Nadella&nbsp;sold almost half of his stake in the company last week, when its stock prices were coming down from an all-time high, according to a Securities and Exchange Commission filing.</p><p><blockquote>根据美国证券交易委员会的一份文件，微软公司（纳斯达克股票代码：MSFT）首席执行官萨蒂亚·纳德拉上周出售了他在该公司近一半的股份，当时该公司股价正从历史高点回落。</blockquote></p><p> The Redmond-based tech giant disclosed Nadella sold 838,584 shares between Nov. 23 and Nov. 24 for more than $285 million. Share prices ranged from $334 to $349 over those two days, according to the filing. Before Nov. 23 he had about 1.67 million shares of the company.</p><p><blockquote>这家总部位于雷德蒙德的科技巨头透露，纳德拉在 11 月 23 日至 11 月 24 日期间以超过 2.85 亿美元的价格出售了 838,584 股股票。文件显示，这两天的股价在 334 美元至 349 美元之间。11月23日之前，他持有该公司约167万股股票。</blockquote></p><p> A Microsoft spokesperson said Nadella sold the shares for personal financial planning reasons.</p><p><blockquote>微软发言人表示，纳德拉出于个人财务规划原因出售了这些股票。</blockquote></p><p> \"He is committed to the continued success of the company and his holdings significantly exceed the holding requirements set by the Microsoft Board of Directors,\" the spokesperson said in a statement.</p><p><blockquote>该发言人在一份声明中表示：“他致力于公司的持续成功，他的持股大大超过了微软董事会设定的持股要求。”</blockquote></p><p> It's the most Nadella has ever sold at one time during his time with Microsoft, according to previous SEC filings. In 2018, Nadella sold about 30% of his stake in the company at the time for about $35 million. Microsoft stock prices were around $110 per share at the time.</p><p><blockquote>根据美国证券交易委员会之前的文件，这是纳德拉在微软任职期间一次性出售的最多的一笔。2018年，纳德拉以约3500万美元的价格出售了当时持有的公司约30%的股份。当时微软的股价约为每股110美元。</blockquote></p><p> Ananalyst told the Wall Street Journal&nbsp;that Nadella's move could be preceding Washington state's&nbsp;looming capital gains tax. Starting Jan. 1, Washington residents must pay a 7% tax on the sale of stocks, bonds and other capital assets of over $250,000. Real estate, assets in a retirement account, timber and certain other assets are exempt.</p><p><blockquote>分析师告诉《华尔街日报》，纳德拉的举动可能先于华盛顿州即将征收资本利得税。从 1 月 1 日起，华盛顿居民出售超过 25 万美元的股票、债券和其他资本资产必须缴纳 7% 的税。房地产、退休账户中的资产、木材和某些其他资产被豁免。</blockquote></p><p> Most of Nadella's compensation&nbsp;is wrapped up in stock awards, based on performance, vested over years from Microsoft. His total compensation for fiscal 2021 was $49.9 million, up from $44.3 million in 2020, according to an SEC filing from last month. Of his total pay, $33 million came from stock awards. His base salary has been $2.5 million for the past two years.</p><p><blockquote>纳德拉的大部分薪酬都包含在股票奖励中，这些奖励基于微软多年来授予的业绩。根据美国证券交易委员会上个月提交的文件，他2021财年的总薪酬为4990万美元，高于2020年的4430万美元。在他的总薪酬中，3300万美元来自股票奖励。过去两年他的基本工资是250万美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.bizjournals.com/seattle/news/2021/11/29/microsoft-ceo-satya-nadella-sells-stake.html?ana=yahoo\">THE BUSINESS JOURNALS</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":{"MSFT":"微软"},"source_url":"https://www.bizjournals.com/seattle/news/2021/11/29/microsoft-ceo-satya-nadella-sells-stake.html?ana=yahoo","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129652757","content_text":"Microsoft Corp. (Nasdaq: MSFT) CEO Satya Nadella sold almost half of his stake in the company last week, when its stock prices were coming down from an all-time high, according to a Securities and Exchange Commission filing.\nThe Redmond-based tech giant disclosed Nadella sold 838,584 shares between Nov. 23 and Nov. 24 for more than $285 million. Share prices ranged from $334 to $349 over those two days, according to the filing. Before Nov. 23 he had about 1.67 million shares of the company.\nA Microsoft spokesperson said Nadella sold the shares for personal financial planning reasons.\n\"He is committed to the continued success of the company and his holdings significantly exceed the holding requirements set by the Microsoft Board of Directors,\" the spokesperson said in a statement.\nIt's the most Nadella has ever sold at one time during his time with Microsoft, according to previous SEC filings. In 2018, Nadella sold about 30% of his stake in the company at the time for about $35 million. Microsoft stock prices were around $110 per share at the time.\nAnanalyst told the Wall Street Journal that Nadella's move could be preceding Washington state's looming capital gains tax. Starting Jan. 1, Washington residents must pay a 7% tax on the sale of stocks, bonds and other capital assets of over $250,000. Real estate, assets in a retirement account, timber and certain other assets are exempt.\nMost of Nadella's compensation is wrapped up in stock awards, based on performance, vested over years from Microsoft. His total compensation for fiscal 2021 was $49.9 million, up from $44.3 million in 2020, according to an SEC filing from last month. Of his total pay, $33 million came from stock awards. His base salary has been $2.5 million for the past two years.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849543182,"gmtCreate":1635769588624,"gmtModify":1635769588807,"author":{"id":"3577771722524346","authorId":"3577771722524346","name":"Shishir","avatar":"https://static.tigerbbs.com/5bbb5ffb9814e2b46f518ffcbf85ff64","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577771722524346","authorIdStr":"3577771722524346"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/849543182","repostId":"1121087038","repostType":4,"isVote":1,"tweetType":1,"viewCount":770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}