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2021-09-08

$AMC Entertainment(AMC)$share

2021-09-07

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Why AMC Stock Soared Almost 30% in August<blockquote>为什么AMC股价8月份飙升近30%</blockquote>

2021-08-28

$NIO Inc.(NIO)$[喷血]

2021-08-28

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2021-08-27

$Palantir Technologies Inc.(PLTR)$[愤怒] [愤怒]

2021-08-12

$Palantir Technologies Inc.(PLTR)$[呆住]

2021-07-28

$Palantir Technologies Inc.(PLTR)$lol

2021-07-25

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2021-07-25

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2021-07-14

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2021-07-13

$Palantir Technologies Inc.(PLTR)$erm wtf

2021-07-12

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2021-07-09

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2021-07-09

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2021-07-07

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2021-07-03

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@zjings:$ARK Genomic Revolution Multi-Sector ETF(ARKG)$wa first time green!

2021-07-02

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2021-06-29

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2021-06-26

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2021-06-26

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href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>share","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>share","text":"$AMC Entertainment(AMC)$share","images":[{"img":"https://static.tigerbbs.com/3bb677829e0dffd5c8ee7e22316547ab","width":"1440","height":"4582"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/889184189","isVote":1,"tweetType":1,"viewCount":1563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":880159315,"gmtCreate":1631026568537,"gmtModify":1631890579563,"author":{"id":"3578128120498769","authorId":"3578128120498769","name":"hhyceline","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578128120498769","authorIdStr":"3578128120498769"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/880159315","repostId":"1126153718","repostType":4,"repost":{"id":"1126153718","kind":"news","pubTimestamp":1631025174,"share":"https://www.laohu8.com/m/news/1126153718?lang=zh_CN&edition=full","pubTime":"2021-09-07 22:32","market":"us","language":"en","title":"Why AMC Stock Soared Almost 30% in August<blockquote>为什么AMC股价8月份飙升近30%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1126153718","media":"Motley Fool","summary":"AMC jumped 7% in early trading Tuesday.\n\n\nThe meme stock may have gotten bids from investors actuall","content":"<p>AMC&nbsp;jumped&nbsp;7%&nbsp;in early trading&nbsp;Tuesday.</p><p><blockquote>AMC周二早盘上涨7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6b12c5f8f21e4c20fa9058564405114f\" tg-width=\"985\" tg-height=\"517\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p>   <b>The meme stock may have gotten bids from investors actually looking at the business itself.</b>  <b>Key Points</b></p><p><blockquote><b>meme股票可能已经收到了真正关注业务本身的投资者的出价。</b><b>要点</b></blockquote></p><p> <ul>  <li>A record-breaking Labor Day weekend theater-only movie release gives shareholders a new reason for hope.</li> </ul> <b>What happened</b></p><p><blockquote><ul><li>破纪录的劳动节周末影院上映电影给了股东新的希望理由。</li></ul><b>发生了什么</b></blockquote></p><p> Meme stocks like<b>AMC Entertainment</b>(NYSE:AMC)have had quite a ride since the retail trading crowd initially drove share prices up earlier this year. After realizing exponential gains, AMC shares tumbled 40% from mid-June to late July as investors began questioning whether the delta variant would reverse progress in reopening the economy. But AMC shares regained those losses in August, rising 27.3%, according to data provided byS&amp;P Global Market Intelligence.</p><p><blockquote>模因股票如<b>AMC院线</b>自今年早些时候散户交易人群最初推动股价上涨以来，（纽约证券交易所股票代码：AMC）经历了相当大的上涨。在实现指数级上涨后，AMC股价从6月中旬到7月底暴跌40%，因为投资者开始质疑德尔塔变异毒株是否会逆转重新开放经济的进展。但根据标准普尔全球市场情报提供的数据，AMC股价在8月份收复了失地，上涨了27.3%。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> AMC CEO Adam Aron has said that 80% of the company's shareholder base is now made up of retail investors. And Aron has worked to engage with those investors on social media and through the business itself.</p><p><blockquote>AMC首席执行官Adam Aron表示，该公司80%的股东现在由散户投资者组成。阿伦一直致力于通过社交媒体和企业本身与这些投资者接触。</blockquote></p><p> The company has launched AMC Investor Connect, which gives shareholders exclusive offers for screenings and other perks. The company calls the program \"an innovative, proactive communication initiative that will put AMC in direct communication with its extraordinary base of enthusiastic and passionate individual shareholders.\"</p><p><blockquote>该公司推出了AMC Investor Connect，为股东提供独家放映和其他福利。该公司评级该计划是“一项创新、积极主动的沟通举措，将使AMC与其热情和热情的个人股东的非凡基础进行直接沟通。”</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> AMC has also taken advantage of the higher share price to raise needed capital as it struggles to get its business back on track. But that has also burdened the company with $5.5 billion in debt as the movie business struggles to attract theatergoers at the same time that production companies are releasing some movies on streaming services along with theaters.</p><p><blockquote>AMC还利用股价上涨的机会筹集了所需的资金，因为它正在努力让业务重回正轨。但这也给该公司带来了55亿美元的债务负担，因为电影业务难以吸引影院观众，而制作公司正在与影院一起通过流媒体服务发行一些电影。</blockquote></p><p> Retail traders have now given AMC amarket capof about $23 billion. That's a lofty valuation as the company continues to report losses, including $344 million in the second quarter ended June 30. The company also had negative free cash flow of over $250 million in the period.</p><p><blockquote>散户交易员现已向AMC amarket提供约230亿美元的capof。这是一个很高的估值，因为该公司继续报告亏损，包括截至6月30日的第二季度亏损3.44亿美元。该公司在此期间的自由现金流也为负，超过2.5亿美元。</blockquote></p><p> But since that financial report was released on Aug. 9, shares are up 33%. That highlights the disconnect between the current underlying business and the company's valuation. But the meme stock crowd seems to dismiss a connection between the two. Barring a significant pivot in its business strategy, AMC needs movies and customers to head back to theaters.</p><p><blockquote>但自8月9日财务报告发布以来，股价已上涨33%。这凸显了当前基础业务与公司估值之间的脱节。但迷因股票人群似乎否认了两者之间的联系。除非其业务战略发生重大转变，否则AMC需要电影和顾客重返影院。</blockquote></p><p> The recent Labor Day weekend may have also given shareholders new hope that the demise of the movie theater business is premature.<b>Walt Disney</b>'s<i>Shang-Chi&nbsp;and the Legend of the Ten Rings</i>was released only in theaters, and it smashed the prior record for the four-day weekend with $90 million in ticket sales in the U.S. and Canada. So maybe believers in AMC are right that the business can recover. But it has a long way to go to justify any valuation close to where it currently stands.</p><p><blockquote>最近的劳动节周末可能也给了股东新的希望，即电影院业务的消亡为时过早。<b>迪斯尼</b>的<i>尚气与十环传说</i>该片仅在影院上映，在美国和加拿大以9000万美元的票房打破了此前四天周末的纪录。因此，也许AMC的信徒认为业务可以复苏是正确的。但要证明接近目前水平的估值是合理的，还有很长的路要走。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why AMC Stock Soared Almost 30% in August<blockquote>为什么AMC股价8月份飙升近30%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy AMC Stock Soared Almost 30% in August<blockquote>为什么AMC股价8月份飙升近30%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-09-07 22:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>AMC&nbsp;jumped&nbsp;7%&nbsp;in early trading&nbsp;Tuesday.</p><p><blockquote>AMC周二早盘上涨7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6b12c5f8f21e4c20fa9058564405114f\" tg-width=\"985\" tg-height=\"517\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p>   <b>The meme stock may have gotten bids from investors actually looking at the business itself.</b>  <b>Key Points</b></p><p><blockquote><b>meme股票可能已经收到了真正关注业务本身的投资者的出价。</b><b>要点</b></blockquote></p><p> <ul>  <li>A record-breaking Labor Day weekend theater-only movie release gives shareholders a new reason for hope.</li> </ul> <b>What happened</b></p><p><blockquote><ul><li>破纪录的劳动节周末影院上映电影给了股东新的希望理由。</li></ul><b>发生了什么</b></blockquote></p><p> Meme stocks like<b>AMC Entertainment</b>(NYSE:AMC)have had quite a ride since the retail trading crowd initially drove share prices up earlier this year. After realizing exponential gains, AMC shares tumbled 40% from mid-June to late July as investors began questioning whether the delta variant would reverse progress in reopening the economy. But AMC shares regained those losses in August, rising 27.3%, according to data provided byS&amp;P Global Market Intelligence.</p><p><blockquote>模因股票如<b>AMC院线</b>自今年早些时候散户交易人群最初推动股价上涨以来，（纽约证券交易所股票代码：AMC）经历了相当大的上涨。在实现指数级上涨后，AMC股价从6月中旬到7月底暴跌40%，因为投资者开始质疑德尔塔变异毒株是否会逆转重新开放经济的进展。但根据标准普尔全球市场情报提供的数据，AMC股价在8月份收复了失地，上涨了27.3%。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> AMC CEO Adam Aron has said that 80% of the company's shareholder base is now made up of retail investors. And Aron has worked to engage with those investors on social media and through the business itself.</p><p><blockquote>AMC首席执行官Adam Aron表示，该公司80%的股东现在由散户投资者组成。阿伦一直致力于通过社交媒体和企业本身与这些投资者接触。</blockquote></p><p> The company has launched AMC Investor Connect, which gives shareholders exclusive offers for screenings and other perks. The company calls the program \"an innovative, proactive communication initiative that will put AMC in direct communication with its extraordinary base of enthusiastic and passionate individual shareholders.\"</p><p><blockquote>该公司推出了AMC Investor Connect，为股东提供独家放映和其他福利。该公司评级该计划是“一项创新、积极主动的沟通举措，将使AMC与其热情和热情的个人股东的非凡基础进行直接沟通。”</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> AMC has also taken advantage of the higher share price to raise needed capital as it struggles to get its business back on track. But that has also burdened the company with $5.5 billion in debt as the movie business struggles to attract theatergoers at the same time that production companies are releasing some movies on streaming services along with theaters.</p><p><blockquote>AMC还利用股价上涨的机会筹集了所需的资金，因为它正在努力让业务重回正轨。但这也给该公司带来了55亿美元的债务负担，因为电影业务难以吸引影院观众，而制作公司正在与影院一起通过流媒体服务发行一些电影。</blockquote></p><p> Retail traders have now given AMC amarket capof about $23 billion. That's a lofty valuation as the company continues to report losses, including $344 million in the second quarter ended June 30. The company also had negative free cash flow of over $250 million in the period.</p><p><blockquote>散户交易员现已向AMC amarket提供约230亿美元的capof。这是一个很高的估值，因为该公司继续报告亏损，包括截至6月30日的第二季度亏损3.44亿美元。该公司在此期间的自由现金流也为负，超过2.5亿美元。</blockquote></p><p> But since that financial report was released on Aug. 9, shares are up 33%. That highlights the disconnect between the current underlying business and the company's valuation. But the meme stock crowd seems to dismiss a connection between the two. Barring a significant pivot in its business strategy, AMC needs movies and customers to head back to theaters.</p><p><blockquote>但自8月9日财务报告发布以来，股价已上涨33%。这凸显了当前基础业务与公司估值之间的脱节。但迷因股票人群似乎否认了两者之间的联系。除非其业务战略发生重大转变，否则AMC需要电影和顾客重返影院。</blockquote></p><p> The recent Labor Day weekend may have also given shareholders new hope that the demise of the movie theater business is premature.<b>Walt Disney</b>'s<i>Shang-Chi&nbsp;and the Legend of the Ten Rings</i>was released only in theaters, and it smashed the prior record for the four-day weekend with $90 million in ticket sales in the U.S. and Canada. So maybe believers in AMC are right that the business can recover. But it has a long way to go to justify any valuation close to where it currently stands.</p><p><blockquote>最近的劳动节周末可能也给了股东新的希望，即电影院业务的消亡为时过早。<b>迪斯尼</b>的<i>尚气与十环传说</i>该片仅在影院上映，在美国和加拿大以9000万美元的票房打破了此前四天周末的纪录。因此，也许AMC的信徒认为业务可以复苏是正确的。但要证明接近目前水平的估值是合理的，还有很长的路要走。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/09/07/why-amc-stock-soared-almost-30-in-august/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2021/09/07/why-amc-stock-soared-almost-30-in-august/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126153718","content_text":"AMC jumped 7% in early trading Tuesday.\n\n\nThe meme stock may have gotten bids from investors actually looking at the business itself.\n\nKey Points\n\nA record-breaking Labor Day weekend theater-only movie release gives shareholders a new reason for hope.\n\nWhat happened\nMeme stocks likeAMC Entertainment(NYSE:AMC)have had quite a ride since the retail trading crowd initially drove share prices up earlier this year. After realizing exponential gains, AMC shares tumbled 40% from mid-June to late July as investors began questioning whether the delta variant would reverse progress in reopening the economy. But AMC shares regained those losses in August, rising 27.3%, according to data provided byS&P Global Market Intelligence.\nSo what\nAMC CEO Adam Aron has said that 80% of the company's shareholder base is now made up of retail investors. And Aron has worked to engage with those investors on social media and through the business itself.\nThe company has launched AMC Investor Connect, which gives shareholders exclusive offers for screenings and other perks. The company calls the program \"an innovative, proactive communication initiative that will put AMC in direct communication with its extraordinary base of enthusiastic and passionate individual shareholders.\"\nNow what\nAMC has also taken advantage of the higher share price to raise needed capital as it struggles to get its business back on track. But that has also burdened the company with $5.5 billion in debt as the movie business struggles to attract theatergoers at the same time that production companies are releasing some movies on streaming services along with theaters.\nRetail traders have now given AMC amarket capof about $23 billion. That's a lofty valuation as the company continues to report losses, including $344 million in the second quarter ended June 30. The company also had negative free cash flow of over $250 million in the period.\nBut since that financial report was released on Aug. 9, shares are up 33%. That highlights the disconnect between the current underlying business and the company's valuation. But the meme stock crowd seems to dismiss a connection between the two. Barring a significant pivot in its business strategy, AMC needs movies and customers to head back to theaters.\nThe recent Labor Day weekend may have also given shareholders new hope that the demise of the movie theater business is premature.Walt Disney'sShang-Chi and the Legend of the Ten Ringswas released only in theaters, and it smashed the prior record for the four-day weekend with $90 million in ticket sales in the U.S. and Canada. So maybe believers in AMC are right that the business can recover. 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[财迷]","images":[{"img":"https://static.tigerbbs.com/748dd82d5c8bdbf93dcaf73397e667d8","width":"1440","height":"4571"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159307938","isVote":1,"tweetType":1,"viewCount":1510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":124916797,"gmtCreate":1624718376419,"gmtModify":1631893680729,"author":{"id":"3578128120498769","authorId":"3578128120498769","name":"hhyceline","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578128120498769","authorIdStr":"3578128120498769"},"themes":[],"htmlText":"[无语]&nbsp;","listText":"[无语]&nbsp;","text":"[无语]","images":[{"img":"https://static.tigerbbs.com/efeb2ce55f15a49f858ee7d50ed87151","width":"1440","height":"4703"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124916797","isVote":1,"tweetType":1,"viewCount":720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":124918132,"gmtCreate":1624718116826,"gmtModify":1631893680733,"author":{"id":"3578128120498769","authorId":"3578128120498769","name":"hhyceline","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578128120498769","authorIdStr":"3578128120498769"},"themes":[],"htmlText":"Whee","listText":"Whee","text":"Whee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124918132","repostId":"1108941456","repostType":4,"isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":109529592,"gmtCreate":1619705858616,"gmtModify":1634210555528,"author":{"id":"3578128120498769","authorId":"3578128120498769","name":"hhyceline","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578128120498769","idStr":"3578128120498769"},"themes":[],"htmlText":"Izzit can buy","listText":"Izzit can buy","text":"Izzit can buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/109529592","repostId":"1169827391","repostType":4,"repost":{"id":"1169827391","kind":"news","pubTimestamp":1619664680,"share":"https://www.laohu8.com/m/news/1169827391?lang=zh_CN&edition=full","pubTime":"2021-04-29 10:51","market":"us","language":"en","title":"Amazon Earnings Will Be Fantastic. What That Means for the Stock.<blockquote>亚马逊的盈利将会非常出色。这对股票意味着什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169827391","media":"Barrons","summary":"Stock in Amazon.com has barely budged since the e-commerce and cloud- computing giant reported stell","content":"<p>Stock in Amazon.com has barely budged since the e-commerce and cloud- computing giant reported stellar fourth-quarter results that were overshadowed by the news that CEO Jeff Bezos will shift into the role of&nbsp; executive chairman, with Amazon Web Services chief Andy Jassy taking over the top slot.</p><p><blockquote>自从这家电子商务和云计算巨头公布了出色的第四季度业绩以来，亚马逊的股价几乎没有变化，但首席执行官杰夫·贝索斯(Jeff Bezos)将出任执行董事长、亚马逊网络服务(Amazon Web Services)首席执行官安迪·贾西(Andy Jassy)接任执行董事长的消息掩盖了这一消息。顶部插槽。</blockquote></p><p> The combination of that pending change, along with uncertainty over how the reopening of the economy will affect shopping behavior, has some investors a little uneasy about the stock’s near-term prospects.</p><p><blockquote>这种即将发生的变化，加上经济重新开放将如何影响购物行为的不确定性，让一些投资者对该股的近期前景感到有点不安。</blockquote></p><p> They will get a fresh look at the situation after the close of trading on Thursday, when Amazon (ticker: AMZN) posts its results for the March quarter. Amazon has told investors to expect revenue of $100 billion to $106 billion, with operating income of between $3 billion and $6.5 billion, and about $2 billion in costs related to Covid-19. The Wall Street consensus calls for revenue of $104.5 billion, with profits of $9.54 a share.</p><p><blockquote>周四收盘后，亚马逊（股票代码：AMZN）将公布三月份季度业绩，他们将重新审视形势。亚马逊曾告诉投资者，预计营收为1000亿至1060亿美元，营业收入在30亿至65亿美元之间，与Covid-19相关的成本约为20亿美元。华尔街一致认为评级营收为1045亿美元，每股利润为9.54美元。</blockquote></p><p> The Street also clearly expects the quarter’s results to show continued strength in e-commerce. According to FactSet, Wall Street analysts expect online-stores revenue of $51.5 billion, up 41% from a year ago, with third-party sales of $21.7 billion, up 50%. Subscription revenues are expected to be $7.3 billion, up 32%, while revenue from physical stores is expected to be $4.3 billion, down 8%. AWS revenues are projected at $13.2 billion, up 29%.</p><p><blockquote>华尔街还明确预计本季度业绩将显示电子商务的持续强劲。根据FactSet的数据，华尔街分析师预计在线商店收入为515亿美元，同比增长41%，第三方销售额为217亿美元，增长50%。订阅收入预计为73亿美元，增长32%，而实体店收入预计为43亿美元，下降8%。AWS收入预计为132亿美元，增长29%。</blockquote></p><p> One open question is what forecasts the company will make for the June quarter as parts of the country begin to return to more normal economic activity. The Street is projecting June quarter revenue of $108.7 billion and profits of $10.81 a share.</p><p><blockquote>一个悬而未决的问题是，随着该国部分地区开始恢复更正常的经济活动，该公司将对六月季度做出什么预测。华尔街预计6月份季度营收为1087亿美元，每股利润为10.81美元。</blockquote></p><p> In an earnings preview note, Truist analyst Youssef Squali&nbsp;reiterated a Buy rating on the stock and a target of $3,750 for the share price. The stock closed Tuesday at $3,417.43, up 4.9% year to date.</p><p><blockquote>在财报预览报告中，Truist分析师Youssef Squali重申了对该股的买入评级，并将股价目标定为3,750美元。该股周二收于3,417.43美元，今年迄今上涨4.9%。</blockquote></p><p> He expects revenue to come in at the high end of the range Amazon predicted, saying e-commerce demand has remained strong both in the U.S. and internationally, given that the pandemic has been slow to subside. Conversations with people in the industry and strong earning disclosed last week by Snap bode well for Amazon’s ad business, which is lumped into a category called “other,” he wrote. He also thinks the market continues to underestimate the long-term growth potential of the dominance of the company’s two key businesses—e-commerce and AWS—as well as the company’s “emerging leadership in online advertising.”</p><p><blockquote>他预计收入将达到亚马逊预测范围的高端，并表示鉴于疫情缓慢消退，美国和国际上的电子商务需求仍然强劲。他写道，与业内人士的对话以及Snap上周披露的强劲盈利对亚马逊的广告业务来说是个好兆头，亚马逊的广告业务被归入“其他”类别。他还认为，市场继续低估该公司两项关键业务——电子商务和AWS——的主导地位的长期增长潜力，以及该公司“在在线广告领域新兴的领导地位”。</blockquote></p><p> Stifel analyst Scott Devitt&nbsp;is similarly bullish, repeating a Buy rating and $4,000 target price. He sees 40% top-line growth, a little ahead of the Street consensus. “The focus on the report will largely center on the outlook as Amazon laps the difficult prior year compares from the onset of the pandemic,” he wrote in a research note.</p><p><blockquote>Stifel分析师Scott Devitt同样看好，重申买入评级和4,000美元的目标价。他预计营收将增长40%，略高于华尔街共识。他在一份研究报告中写道：“与大流行爆发以来的前一年相比，亚马逊经历了困难的一年，该报告的焦点将主要集中在前景上。”</blockquote></p><p> “Growth in a post-Covid environment remains largely uncertain for Amazon and across the e-commerce landscape,” Devitt said. “Our [June quarter] revenue estimates are ahead of consensus as we see tailwinds stemming from strong growth in new Prime members and diversification across geographies and categories supporting the retail business as economies recover.” He also said AWS and the ad business are well positioned for a recovery.</p><p><blockquote>德维特表示：“对于亚马逊和整个电子商务领域来说，后疫情环境中的增长在很大程度上仍然存在不确定性。”“我们的[六月季度]收入预期领先于共识，因为我们看到随着经济复苏，新Prime会员的强劲增长以及跨地区和类别的多元化为零售业务提供了支持。”他还表示，AWS和广告业务已做好复苏的准备。</blockquote></p><p> Wedbush analyst Michael Pachter likewise maintained an Outperform rating and $4,000 target. He thinks the company will post more revenue and operating income than it had forecast, an outperformance resulting from market-share gains in e-commerce.&nbsp;</p><p><blockquote>Wedbush分析师Michael Pachter同样维持跑赢大盘评级和4,000美元的目标。他认为该公司的收入和营业收入将超出预期，这是电子商务市场份额增长带来的优异表现。</blockquote></p><p> “We believe that a more stable economy, continued imposition of shelter-in-place orders in many of Amazon’s markets, continued expansion into the very large grocery segment, and outstanding execution likely drove strong results in Q1,” he said. “In addition, Amazon Pharmacy (launched February 2) represents a U.S. [addressable market] of around $600 billion, so any market share gains could provide further upside.”</p><p><blockquote>他表示：“我们认为，经济更加稳定、亚马逊许多市场继续实施就地避难订单、向超大型杂货领域的持续扩张以及出色的执行力可能会推动第一季度的强劲业绩。”“此外，亚马逊药房（2月2日推出）代表了约6000亿美元的美国[潜在市场]，因此任何市场份额的增长都可能提供进一步的上涨空间。”</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Earnings Will Be Fantastic. What That Means for the Stock.<blockquote>亚马逊的盈利将会非常出色。这对股票意味着什么。</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\">\nAmazon Earnings Will Be Fantastic. What That Means for the Stock.<blockquote>亚马逊的盈利将会非常出色。这对股票意味着什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-04-29 10:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stock in Amazon.com has barely budged since the e-commerce and cloud- computing giant reported stellar fourth-quarter results that were overshadowed by the news that CEO Jeff Bezos will shift into the role of&nbsp; executive chairman, with Amazon Web Services chief Andy Jassy taking over the top slot.</p><p><blockquote>自从这家电子商务和云计算巨头公布了出色的第四季度业绩以来，亚马逊的股价几乎没有变化，但首席执行官杰夫·贝索斯(Jeff Bezos)将出任执行董事长、亚马逊网络服务(Amazon Web Services)首席执行官安迪·贾西(Andy Jassy)接任执行董事长的消息掩盖了这一消息。顶部插槽。</blockquote></p><p> The combination of that pending change, along with uncertainty over how the reopening of the economy will affect shopping behavior, has some investors a little uneasy about the stock’s near-term prospects.</p><p><blockquote>这种即将发生的变化，加上经济重新开放将如何影响购物行为的不确定性，让一些投资者对该股的近期前景感到有点不安。</blockquote></p><p> They will get a fresh look at the situation after the close of trading on Thursday, when Amazon (ticker: AMZN) posts its results for the March quarter. Amazon has told investors to expect revenue of $100 billion to $106 billion, with operating income of between $3 billion and $6.5 billion, and about $2 billion in costs related to Covid-19. The Wall Street consensus calls for revenue of $104.5 billion, with profits of $9.54 a share.</p><p><blockquote>周四收盘后，亚马逊（股票代码：AMZN）将公布三月份季度业绩，他们将重新审视形势。亚马逊曾告诉投资者，预计营收为1000亿至1060亿美元，营业收入在30亿至65亿美元之间，与Covid-19相关的成本约为20亿美元。华尔街一致认为评级营收为1045亿美元，每股利润为9.54美元。</blockquote></p><p> The Street also clearly expects the quarter’s results to show continued strength in e-commerce. According to FactSet, Wall Street analysts expect online-stores revenue of $51.5 billion, up 41% from a year ago, with third-party sales of $21.7 billion, up 50%. Subscription revenues are expected to be $7.3 billion, up 32%, while revenue from physical stores is expected to be $4.3 billion, down 8%. AWS revenues are projected at $13.2 billion, up 29%.</p><p><blockquote>华尔街还明确预计本季度业绩将显示电子商务的持续强劲。根据FactSet的数据，华尔街分析师预计在线商店收入为515亿美元，同比增长41%，第三方销售额为217亿美元，增长50%。订阅收入预计为73亿美元，增长32%，而实体店收入预计为43亿美元，下降8%。AWS收入预计为132亿美元，增长29%。</blockquote></p><p> One open question is what forecasts the company will make for the June quarter as parts of the country begin to return to more normal economic activity. The Street is projecting June quarter revenue of $108.7 billion and profits of $10.81 a share.</p><p><blockquote>一个悬而未决的问题是，随着该国部分地区开始恢复更正常的经济活动，该公司将对六月季度做出什么预测。华尔街预计6月份季度营收为1087亿美元，每股利润为10.81美元。</blockquote></p><p> In an earnings preview note, Truist analyst Youssef Squali&nbsp;reiterated a Buy rating on the stock and a target of $3,750 for the share price. The stock closed Tuesday at $3,417.43, up 4.9% year to date.</p><p><blockquote>在财报预览报告中，Truist分析师Youssef Squali重申了对该股的买入评级，并将股价目标定为3,750美元。该股周二收于3,417.43美元，今年迄今上涨4.9%。</blockquote></p><p> He expects revenue to come in at the high end of the range Amazon predicted, saying e-commerce demand has remained strong both in the U.S. and internationally, given that the pandemic has been slow to subside. Conversations with people in the industry and strong earning disclosed last week by Snap bode well for Amazon’s ad business, which is lumped into a category called “other,” he wrote. He also thinks the market continues to underestimate the long-term growth potential of the dominance of the company’s two key businesses—e-commerce and AWS—as well as the company’s “emerging leadership in online advertising.”</p><p><blockquote>他预计收入将达到亚马逊预测范围的高端，并表示鉴于疫情缓慢消退，美国和国际上的电子商务需求仍然强劲。他写道，与业内人士的对话以及Snap上周披露的强劲盈利对亚马逊的广告业务来说是个好兆头，亚马逊的广告业务被归入“其他”类别。他还认为，市场继续低估该公司两项关键业务——电子商务和AWS——的主导地位的长期增长潜力，以及该公司“在在线广告领域新兴的领导地位”。</blockquote></p><p> Stifel analyst Scott Devitt&nbsp;is similarly bullish, repeating a Buy rating and $4,000 target price. He sees 40% top-line growth, a little ahead of the Street consensus. “The focus on the report will largely center on the outlook as Amazon laps the difficult prior year compares from the onset of the pandemic,” he wrote in a research note.</p><p><blockquote>Stifel分析师Scott Devitt同样看好，重申买入评级和4,000美元的目标价。他预计营收将增长40%，略高于华尔街共识。他在一份研究报告中写道：“与大流行爆发以来的前一年相比，亚马逊经历了困难的一年，该报告的焦点将主要集中在前景上。”</blockquote></p><p> “Growth in a post-Covid environment remains largely uncertain for Amazon and across the e-commerce landscape,” Devitt said. “Our [June quarter] revenue estimates are ahead of consensus as we see tailwinds stemming from strong growth in new Prime members and diversification across geographies and categories supporting the retail business as economies recover.” He also said AWS and the ad business are well positioned for a recovery.</p><p><blockquote>德维特表示：“对于亚马逊和整个电子商务领域来说，后疫情环境中的增长在很大程度上仍然存在不确定性。”“我们的[六月季度]收入预期领先于共识，因为我们看到随着经济复苏，新Prime会员的强劲增长以及跨地区和类别的多元化为零售业务提供了支持。”他还表示，AWS和广告业务已做好复苏的准备。</blockquote></p><p> Wedbush analyst Michael Pachter likewise maintained an Outperform rating and $4,000 target. He thinks the company will post more revenue and operating income than it had forecast, an outperformance resulting from market-share gains in e-commerce.&nbsp;</p><p><blockquote>Wedbush分析师Michael Pachter同样维持跑赢大盘评级和4,000美元的目标。他认为该公司的收入和营业收入将超出预期，这是电子商务市场份额增长带来的优异表现。</blockquote></p><p> “We believe that a more stable economy, continued imposition of shelter-in-place orders in many of Amazon’s markets, continued expansion into the very large grocery segment, and outstanding execution likely drove strong results in Q1,” he said. “In addition, Amazon Pharmacy (launched February 2) represents a U.S. [addressable market] of around $600 billion, so any market share gains could provide further upside.”</p><p><blockquote>他表示：“我们认为，经济更加稳定、亚马逊许多市场继续实施就地避难订单、向超大型杂货领域的持续扩张以及出色的执行力可能会推动第一季度的强劲业绩。”“此外，亚马逊药房（2月2日推出）代表了约6000亿美元的美国[潜在市场]，因此任何市场份额的增长都可能提供进一步的上涨空间。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/amazon-is-likely-to-post-blowout-profits-the-question-is-what-follows-51619556363?mod=hp_LEADSUPP_1\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.barrons.com/articles/amazon-is-likely-to-post-blowout-profits-the-question-is-what-follows-51619556363?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169827391","content_text":"Stock in Amazon.com has barely budged since the e-commerce and cloud- computing giant reported stellar fourth-quarter results that were overshadowed by the news that CEO Jeff Bezos will shift into the role of  executive chairman, with Amazon Web Services chief Andy Jassy taking over the top slot.\nThe combination of that pending change, along with uncertainty over how the reopening of the economy will affect shopping behavior, has some investors a little uneasy about the stock’s near-term prospects.\nThey will get a fresh look at the situation after the close of trading on Thursday, when Amazon (ticker: AMZN) posts its results for the March quarter. Amazon has told investors to expect revenue of $100 billion to $106 billion, with operating income of between $3 billion and $6.5 billion, and about $2 billion in costs related to Covid-19. The Wall Street consensus calls for revenue of $104.5 billion, with profits of $9.54 a share.\nThe Street also clearly expects the quarter’s results to show continued strength in e-commerce. According to FactSet, Wall Street analysts expect online-stores revenue of $51.5 billion, up 41% from a year ago, with third-party sales of $21.7 billion, up 50%. Subscription revenues are expected to be $7.3 billion, up 32%, while revenue from physical stores is expected to be $4.3 billion, down 8%. AWS revenues are projected at $13.2 billion, up 29%.\nOne open question is what forecasts the company will make for the June quarter as parts of the country begin to return to more normal economic activity. The Street is projecting June quarter revenue of $108.7 billion and profits of $10.81 a share.\nIn an earnings preview note, Truist analyst Youssef Squali reiterated a Buy rating on the stock and a target of $3,750 for the share price. The stock closed Tuesday at $3,417.43, up 4.9% year to date.\nHe expects revenue to come in at the high end of the range Amazon predicted, saying e-commerce demand has remained strong both in the U.S. and internationally, given that the pandemic has been slow to subside. Conversations with people in the industry and strong earning disclosed last week by Snap bode well for Amazon’s ad business, which is lumped into a category called “other,” he wrote. He also thinks the market continues to underestimate the long-term growth potential of the dominance of the company’s two key businesses—e-commerce and AWS—as well as the company’s “emerging leadership in online advertising.”\nStifel analyst Scott Devitt is similarly bullish, repeating a Buy rating and $4,000 target price. He sees 40% top-line growth, a little ahead of the Street consensus. “The focus on the report will largely center on the outlook as Amazon laps the difficult prior year compares from the onset of the pandemic,” he wrote in a research note.\n“Growth in a post-Covid environment remains largely uncertain for Amazon and across the e-commerce landscape,” Devitt said. “Our [June quarter] revenue estimates are ahead of consensus as we see tailwinds stemming from strong growth in new Prime members and diversification across geographies and categories supporting the retail business as economies recover.” He also said AWS and the ad business are well positioned for a recovery.\nWedbush analyst Michael Pachter likewise maintained an Outperform rating and $4,000 target. He thinks the company will post more revenue and operating income than it had forecast, an outperformance resulting from market-share gains in e-commerce. \n“We believe that a more stable economy, continued imposition of shelter-in-place orders in many of Amazon’s markets, continued expansion into the very large grocery segment, and outstanding execution likely drove strong results in Q1,” he said. “In addition, Amazon Pharmacy (launched February 2) represents a U.S. [addressable market] of around $600 billion, so any market share gains could provide further upside.”","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371067287,"gmtCreate":1618893777249,"gmtModify":1634290079323,"author":{"id":"3578128120498769","authorId":"3578128120498769","name":"hhyceline","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578128120498769","idStr":"3578128120498769"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>maila maila keep dropping","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>maila maila keep dropping","text":"$Palantir Technologies Inc.(PLTR)$maila maila keep dropping","images":[{"img":"https://static.tigerbbs.com/22b2b8831134291cc6055ffb308a0d3d","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":2,"link":"https://laohu8.com/post/371067287","isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":122799209,"gmtCreate":1624632261301,"gmtModify":1631893680736,"author":{"id":"3578128120498769","authorId":"3578128120498769","name":"hhyceline","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578128120498769","idStr":"3578128120498769"},"themes":[],"htmlText":"oh","listText":"oh","text":"oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/122799209","repostId":"1119873823","repostType":4,"repost":{"id":"1119873823","kind":"news","pubTimestamp":1624631360,"share":"https://www.laohu8.com/m/news/1119873823?lang=zh_CN&edition=full","pubTime":"2021-06-25 22:29","market":"us","language":"en","title":"What's The Fed Doing With Its Taper Talk?<blockquote>美联储的缩减言论在做什么？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119873823","media":"zerohedge","summary":"Some Fed governors are talking about hiking, some tapering, some like Powell and Williams suggesting","content":"<p>Some Fed governors are talking about hiking, some tapering, some like Powell and Williams suggesting anything is a log ways off. What's going on?</p><p><blockquote>一些美联储理事正在谈论加息，一些人正在谈论缩减购债规模，一些人如鲍威尔和威廉姆斯表示任何事情都是遥遥无期。怎么回事？</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0140cd3568611760c7ee2150dba967c0\" tg-width=\"500\" tg-height=\"333\"></p><p><blockquote></blockquote></p><p> <u><b>When Does It End?</b></u></p><p><blockquote><u><b>什么时候结束？</b></u></blockquote></p><p> A reader asked \"<i>When Does It End?</i>\" in response to&nbsp;Real Interest Rates Are More Negative Now Than In the 2004-2007 Housing Boom.</p><p><blockquote>一位读者问道“<i>什么时候结束？</i>“作为回应，现在的实际利率比2004-2007年房地产繁荣时期更为负面。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1d8103f974d2907ef41968b5da346f9f\" tg-width=\"510\" tg-height=\"816\"></p><p><blockquote></blockquote></p><p> \"<i>So the question is when does it end? The Fed has to raise interest rates for asset deflation to start</i>.\"</p><p><blockquote>\"<i>所以问题是什么时候结束？美联储必须加息才能启动资产通缩</i>.\"</blockquote></p><p> <u><b>Attitudes Baby! Attitudes!</b></u></p><p><blockquote><u><b>态度宝贝！态度！</b></u></blockquote></p><p> <img src=\"https://static.tigerbbs.com/5e5907ac1eadb9074c35f9ed930f268d\" tg-width=\"509\" tg-height=\"778\"></p><p><blockquote></blockquote></p><p> Recall that in 2006 people stood in lines for the right to enter a lottery to buy a condo to no lines 1 week later.&nbsp;What changed?&nbsp;Attitudes!</p><p><blockquote>回想一下，2006年，人们排队购买公寓，一周后就没有排队了。什么变了？态度！</blockquote></p><p> <u><b>Real or Fake?</b></u></p><p><blockquote><u><b>真的还是假的？</b></u></blockquote></p><p> Various Fed governors differing opinions could be real or fake. It's impossible to know what they really think.</p><p><blockquote>不同美联储理事的不同意见可能是真的，也可能是假的。不可能知道他们的真实想法。</blockquote></p><p> Do note that most of those presidents seeing action sooner rather than later are non-voting Fed members now (voting rotates except for the Chair, Vice-Chair, and the New York Fed President).</p><p><blockquote>请注意，大多数尽早采取行动的总统现在都是没有投票权的美联储成员（除了主席、副主席和纽约联储主席之外，投票是轮流进行的）。</blockquote></p><p> The Vice-Chair has been silent, but Chair Jerome Powell and New York Fed President say \"Fed’s Rate Liftoff Still Way Off in the Future\".</p><p><blockquote>副主席一直保持沉默，但主席杰罗姆·鲍威尔和纽约联储主席表示，“美联储未来加息还有很长的路要走”。</blockquote></p><p> <u><b>Talk is Cheap</b></u></p><p><blockquote><u><b>空谈是廉价的</b></u></blockquote></p><p> Talk is cheap, especially when you don't even get a vote.</p><p><blockquote>空谈是廉价的，尤其是当你连一票都得不到的时候。</blockquote></p><p> Non-voting Fed members are mentally preparing you for hikes without having to actually go on record voting for them.</p><p><blockquote>没有投票权的美联储成员正在为加息做好心理准备，而不必实际为他们投票。</blockquote></p><p> Meanwhile, two of the three votes that matter most are telling us hikes are far off.&nbsp;Is the third silent on purpose to wave the correct flag later?</p><p><blockquote>与此同时，三张最重要的选票中有两张告诉我们加息还很遥远。第三个沉默是为了以后挥舞正确的旗帜吗？</blockquote></p><p> <b><i>You can believe this is happenstance or not, but the impact is all about attitudes, mainly adjusting yours!</i></b></p><p><blockquote><b><i>你可以相信这是偶然的，也可以不相信，但影响都是关于态度的，主要是调整你的态度！</i></b></blockquote></p><p> Regardless, the Fed can only influence attitudes, it cannot control them. If the masses decide for any reason to dump stocks, they will. Meanwhile, attempts to prevent that are what it's all about.</p><p><blockquote>无论如何，美联储只能影响态度，无法控制态度。如果大众出于任何原因决定抛售股票，他们会的。与此同时，试图阻止这种情况才是最重要的。</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>What's The Fed Doing With Its Taper Talk?<blockquote>美联储的缩减言论在做什么？</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\">\nWhat's The Fed Doing With Its Taper Talk?<blockquote>美联储的缩减言论在做什么？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-06-25 22:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Some Fed governors are talking about hiking, some tapering, some like Powell and Williams suggesting anything is a log ways off. What's going on?</p><p><blockquote>一些美联储理事正在谈论加息，一些人正在谈论缩减购债规模，一些人如鲍威尔和威廉姆斯表示任何事情都是遥遥无期。怎么回事？</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0140cd3568611760c7ee2150dba967c0\" tg-width=\"500\" tg-height=\"333\"></p><p><blockquote></blockquote></p><p> <u><b>When Does It End?</b></u></p><p><blockquote><u><b>什么时候结束？</b></u></blockquote></p><p> A reader asked \"<i>When Does It End?</i>\" in response to&nbsp;Real Interest Rates Are More Negative Now Than In the 2004-2007 Housing Boom.</p><p><blockquote>一位读者问道“<i>什么时候结束？</i>“作为回应，现在的实际利率比2004-2007年房地产繁荣时期更为负面。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1d8103f974d2907ef41968b5da346f9f\" tg-width=\"510\" tg-height=\"816\"></p><p><blockquote></blockquote></p><p> \"<i>So the question is when does it end? The Fed has to raise interest rates for asset deflation to start</i>.\"</p><p><blockquote>\"<i>所以问题是什么时候结束？美联储必须加息才能启动资产通缩</i>.\"</blockquote></p><p> <u><b>Attitudes Baby! Attitudes!</b></u></p><p><blockquote><u><b>态度宝贝！态度！</b></u></blockquote></p><p> <img src=\"https://static.tigerbbs.com/5e5907ac1eadb9074c35f9ed930f268d\" tg-width=\"509\" tg-height=\"778\"></p><p><blockquote></blockquote></p><p> Recall that in 2006 people stood in lines for the right to enter a lottery to buy a condo to no lines 1 week later.&nbsp;What changed?&nbsp;Attitudes!</p><p><blockquote>回想一下，2006年，人们排队购买公寓，一周后就没有排队了。什么变了？态度！</blockquote></p><p> <u><b>Real or Fake?</b></u></p><p><blockquote><u><b>真的还是假的？</b></u></blockquote></p><p> Various Fed governors differing opinions could be real or fake. It's impossible to know what they really think.</p><p><blockquote>不同美联储理事的不同意见可能是真的，也可能是假的。不可能知道他们的真实想法。</blockquote></p><p> Do note that most of those presidents seeing action sooner rather than later are non-voting Fed members now (voting rotates except for the Chair, Vice-Chair, and the New York Fed President).</p><p><blockquote>请注意，大多数尽早采取行动的总统现在都是没有投票权的美联储成员（除了主席、副主席和纽约联储主席之外，投票是轮流进行的）。</blockquote></p><p> The Vice-Chair has been silent, but Chair Jerome Powell and New York Fed President say \"Fed’s Rate Liftoff Still Way Off in the Future\".</p><p><blockquote>副主席一直保持沉默，但主席杰罗姆·鲍威尔和纽约联储主席表示，“美联储未来加息还有很长的路要走”。</blockquote></p><p> <u><b>Talk is Cheap</b></u></p><p><blockquote><u><b>空谈是廉价的</b></u></blockquote></p><p> Talk is cheap, especially when you don't even get a vote.</p><p><blockquote>空谈是廉价的，尤其是当你连一票都得不到的时候。</blockquote></p><p> Non-voting Fed members are mentally preparing you for hikes without having to actually go on record voting for them.</p><p><blockquote>没有投票权的美联储成员正在为加息做好心理准备，而不必实际为他们投票。</blockquote></p><p> Meanwhile, two of the three votes that matter most are telling us hikes are far off.&nbsp;Is the third silent on purpose to wave the correct flag later?</p><p><blockquote>与此同时，三张最重要的选票中有两张告诉我们加息还很遥远。第三个沉默是为了以后挥舞正确的旗帜吗？</blockquote></p><p> <b><i>You can believe this is happenstance or not, but the impact is all about attitudes, mainly adjusting yours!</i></b></p><p><blockquote><b><i>你可以相信这是偶然的，也可以不相信，但影响都是关于态度的，主要是调整你的态度！</i></b></blockquote></p><p> Regardless, the Fed can only influence attitudes, it cannot control them. If the masses decide for any reason to dump stocks, they will. Meanwhile, attempts to prevent that are what it's all about.</p><p><blockquote>无论如何，美联储只能影响态度，无法控制态度。如果大众出于任何原因决定抛售股票，他们会的。与此同时，试图阻止这种情况才是最重要的。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/economics/whats-fed-doing-its-taper-talk?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/economics/whats-fed-doing-its-taper-talk?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119873823","content_text":"Some Fed governors are talking about hiking, some tapering, some like Powell and Williams suggesting anything is a log ways off. What's going on?\n\nWhen Does It End?\nA reader asked \"When Does It End?\" in response to Real Interest Rates Are More Negative Now Than In the 2004-2007 Housing Boom.\n\n\"So the question is when does it end? The Fed has to raise interest rates for asset deflation to start.\"\nAttitudes Baby! Attitudes!\n\nRecall that in 2006 people stood in lines for the right to enter a lottery to buy a condo to no lines 1 week later. What changed? Attitudes!\nReal or Fake?\nVarious Fed governors differing opinions could be real or fake. It's impossible to know what they really think.\nDo note that most of those presidents seeing action sooner rather than later are non-voting Fed members now (voting rotates except for the Chair, Vice-Chair, and the New York Fed President).\nThe Vice-Chair has been silent, but Chair Jerome Powell and New York Fed President say \"Fed’s Rate Liftoff Still Way Off in the Future\".\nTalk is Cheap\nTalk is cheap, especially when you don't even get a vote.\nNon-voting Fed members are mentally preparing you for hikes without having to actually go on record voting for them.\nMeanwhile, two of the three votes that matter most are telling us hikes are far off. Is the third silent on purpose to wave the correct flag later?\nYou can believe this is happenstance or not, but the impact is all about attitudes, mainly adjusting yours!\nRegardless, the Fed can only influence attitudes, it cannot control them. If the masses decide for any reason to dump stocks, they will. Meanwhile, attempts to prevent that are what it's all about.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,"SPY":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100591481,"gmtCreate":1619620027043,"gmtModify":1634211273696,"author":{"id":"3578128120498769","authorId":"3578128120498769","name":"hhyceline","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578128120498769","idStr":"3578128120498769"},"themes":[],"htmlText":"I is worried abit hahaha","listText":"I is worried abit hahaha","text":"I is worried abit hahaha","images":[{"img":"https://static.tigerbbs.com/51d8046e958a41fffb1a54dbd570d769","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/100591481","isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":110281172,"gmtCreate":1622459518596,"gmtModify":1634101338167,"author":{"id":"3578128120498769","authorId":"3578128120498769","name":"hhyceline","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578128120498769","idStr":"3578128120498769"},"themes":[],"htmlText":"Buyyy","listText":"Buyyy","text":"Buyyy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/110281172","repostId":"1180491418","repostType":4,"repost":{"id":"1180491418","kind":"news","pubTimestamp":1622458949,"share":"https://www.laohu8.com/m/news/1180491418?lang=zh_CN&edition=full","pubTime":"2021-05-31 19:02","market":"us","language":"en","title":"Tech stocks are out of favor — 5 reasons to buy alongside the contrarians<blockquote>科技股失宠——与逆向投资者一起买入的5个理由</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180491418","media":"MarketWatch","summary":"Life may be returning to normal for most people. But not for die-hard tech stock fans.\nTheir stocks ","content":"<p>Life may be returning to normal for most people. But not for die-hard tech stock fans.</p><p><blockquote>对大多数人来说，生活可能正在恢复正常。但对于铁杆科技股迷来说则不然。</blockquote></p><p> Their stocks are among the least liked by other investors, according to a&nbsp;recent Bank of America fund manager survey. It found that fund managers have the lowest level allocation toward tech since 2003.</p><p><blockquote>根据美国银行基金经理最近的一项调查，他们的股票是其他投资者最不喜欢的股票之一。研究发现，自2003年以来，基金经理对科技股的配置水平最低。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/cfe97072b200641cb5a47b353d9fcdbb\" tg-width=\"1260\" tg-height=\"753\"></p><p><blockquote></blockquote></p><p> How can this be?</p><p><blockquote>这怎么可能呢？</blockquote></p><p> Tech has a growth issue. That seems odd, but it makes sense if you think it through. Cyclical companies in areas like energy, industry and basic materials caught in the doldrums during the pandemic are now seeing a Phoenix-like reversal of fortune.</p><p><blockquote>科技存在增长问题。这似乎很奇怪，但如果你仔细想想，这是有道理的。在疫情期间陷入低迷的能源、工业和基础材料等领域的周期性公司现在正在经历凤凰般的命运逆转。</blockquote></p><p> In contrast, sales and earnings at a lot of tech held up OK during the pandemic. So the updraft they get from a rebounding economy looks sort of ho-hum, relatively speaking.</p><p><blockquote>相比之下，许多科技公司的销售额和盈利在疫情期间表现良好。因此，相对而言，他们从经济反弹中获得的上升气流看起来有点乏味。</blockquote></p><p> “Because of COVID, a lot of tech companies saw a lot of growth,” says Vlad Rom, a senior investment analyst at Thrivent, a Minnesota-based money manager. He noted that the pandemic pulled forward tech spending as companies looked for new ways to reach consumers and run meetings.</p><p><blockquote>明尼苏达州基金管理公司Thrivent的高级投资分析师弗拉德·罗姆(Vlad Rom)表示：“由于新冠疫情，许多科技公司都实现了大幅增长。”他指出，随着公司寻找接触消费者和召开会议的新方式，疫情推动了科技支出的增长。</blockquote></p><p> “This was not the case for non-tech companies,” he says. Now, as the economy picks up, those non-tech companies are seeing a big growth rebound. “A tech company growing at 30% last year will grow 30% this year. A non-tech company with zero growth last year will grow 50% this year. That is what a lot of investors are focused on.”</p><p><blockquote>“对于非科技公司来说，情况并非如此，”他说。现在，随着经济回暖，那些非科技公司出现了大幅增长反弹。“一家去年增长30%的科技公司今年将增长30%。一家去年零增长的非科技公司今年将增长50%。这是很多投资者关注的焦点。”</blockquote></p><p> In other words, it’s all about the cyclical trade you’ve been hearing so much about. “The incremental change for a more cyclical business looks better,” says Joseph Chin an analyst at Cambiar Investors in Denver.</p><p><blockquote>换句话说，这一切都与您经常听到的周期性交易有关。丹佛Cambiar Investors分析师Joseph Chin表示：“周期性行业的增量变化看起来更好。”</blockquote></p><p> Another problem is that emerging tech companies – think recent initial public offerings – expect their big payoff in profits in the distant future. So they get hit hard when investors fear rapid inflation will send interest rates higher. This reduces the present value of future profits in valuation models.</p><p><blockquote>另一个问题是，新兴科技公司——想想最近的首次公开募股——期望在遥远的未来获得巨大的利润回报。因此，当投资者担心快速通胀会推高利率时，他们就会受到沉重打击。这降低了估值模型中未来利润的现值。</blockquote></p><p> In short, tech is out of favor, which makes it a place to shop for contrarians like myself. Indeed, tech has already been putting in a rebound over the past several trading days. The Nasdaq Composite&nbsp;was down 8.5% peak to trough, in its recent pullback. As the S&amp;P 500 index&nbsp;and the Dow Jones Industrial Average&nbsp;flirt with all-time highs, the Nasdaq is still off over 3%.</p><p><blockquote>简而言之，科技已经失宠，这使得它成为像我这样的逆向投资者购物的地方。事实上，科技股在过去几个交易日已经出现反弹。在最近的回调中，纳斯达克综合指数从高峰到低谷下跌了8.5%。尽管标普500指数和道琼斯工业平均指数触及历史高点，但纳斯达克仍下跌超过3%。</blockquote></p><p> “Big tech looks very attractive today especially given the recent underperformance,” says Todd Lowenstein, chief equity strategist at HighMark Capital Management. “It’s a unique opportunity to upgrade your portfolio to quality in big tech, it’s where some of the best value is in the market today.”</p><p><blockquote>HighMark Capital Management首席股票策略师托德·洛温斯坦(Todd Lowenstein)表示：“大型科技公司如今看起来非常有吸引力，尤其是考虑到最近表现不佳。”“这是一个独特的机会，可以将您的投资组合升级到大型科技公司的质量，这是当今市场上一些最佳价值的地方。”</blockquote></p><p> Here are five reasons why.</p><p><blockquote>以下是五个原因。</blockquote></p><p> <b>1. Insiders are buying</b></p><p><blockquote><b>1.内部人士正在买入</b></blockquote></p><p> For my stock letter (Brush Up on Stocks, link in bio below), I’ve tracked insiders daily for over a decade, and one thing is always clear: Insider buying at tech companies is exceedingly rare. But that’s changed in the past few weeks – which brought an unusually high volume of tech insider buying.</p><p><blockquote>对于我的股票信（重温股票，下面简历中的链接），十多年来我每天都在跟踪内部人士，有一件事始终很清楚：科技公司的内部人士购买极其罕见。但这种情况在过去几周发生了变化——这带来了异常高的科技内部购买量。</blockquote></p><p> I just published an issue of my stock letter focusing solely on tech for the first time ever and featured 10 names that look very attractive. I highlighted several others in my letter earlier this month. I single a few out below. Bottom line: The widespread insider interest tells me tech is a buy.</p><p><blockquote>我刚刚发表了一期我的股票信，首次只关注科技，并精选了10个看起来非常有吸引力的名字。我在本月早些时候的信中强调了其他几个问题。我在下面挑出几个。底线：广泛的内部兴趣告诉我科技股值得买入。</blockquote></p><p> <b>2. Tech’s ‘growth problem’ will go away</b></p><p><blockquote><b>2.科技的“增长问题”将会消失</b></blockquote></p><p> The pandemic pulled forward a lot of tech adoption among companies. That makes year-over-year comparisons at tech look challenging as we move through 2021, says Matt Miskin, the co-chief investment strategist at John Hancock Investment Management. ‘But as we go into 2022, we believe the street is underestimating the growth in technology relative to the overall market. We would look opportunistically at tech in the next couple of months.”</p><p><blockquote>疫情推动了公司对技术的大量采用。约翰·汉考克投资管理公司(John Hancock Investment Management)联席首席投资策略师马特·米斯金(Matt Miskin)表示，这使得2021年科技行业的同比比较看起来充满挑战。“但随着我们进入2022年，我们认为华尔街低估了技术相对于整体市场的增长。我们将在未来几个月内机会主义地关注科技。”</blockquote></p><p> <b>3. Tech looks reasonably priced</b></p><p><blockquote><b>3.科技看起来价格合理</b></blockquote></p><p> The chart below shows the relative value of S&amp;P 500 tech stocks compared to the valuation of the S&amp;P 500 itself. As you can see, tech’s price earnings ratio was recently traded at its average 1.24 times the price earnings multiple of the comp.</p><p><blockquote>下图显示了标普500科技股与标普500本身估值相比的相对价值。正如您所看到的，科技公司的市盈率最近的平均交易价格是同类公司市盈率的1.24倍。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5666db47a1ebd117a02d0881dc60e30\" tg-width=\"1260\" tg-height=\"1413\"><span>LEUTHOLD</span></p><p><blockquote><p class=\"t-img-caption\"><span>洛伊特霍尔德</span></p></blockquote></p><p> <b>4. Tech has an edge when labor costs are rising</b></p><p><blockquote><b>4.当劳动力成本上升时，技术具有优势</b></blockquote></p><p> While companies in retail, restaurants, hotels and other service sectors will suffer a hit to margins because of rising labor costs, tech companies typically do not have this problem. They employ relatively fewer people.</p><p><blockquote>虽然零售、餐饮、酒店和其他服务行业的公司将因劳动力成本上升而遭受利润率打击，但科技公司通常不会遇到这个问题。他们雇佣的人相对较少。</blockquote></p><p> “Perhaps the best way to play the uncertainty surrounding labor costs is technology,” says Leuthold Group chief investment strategist James Paulsen. “Historically, the relative investment performance of this sector has been largely invariant to such pressures.”</p><p><blockquote>Leuthold Group首席投资策略师詹姆斯·保尔森(James Paulsen)表示：“也许利用劳动力成本不确定性的最佳方式是技术。”“从历史上看，该行业的相对投资表现在很大程度上不会受到此类压力的影响。”</blockquote></p><p> <b>5. Interest-rate and inflation fears are overblown</b></p><p><blockquote><b>5.利率和通胀担忧被夸大了</b></blockquote></p><p></p><p> Ironically, tech companies will come to the rescue – and literally save their own stocks. Why? Capital spending rose a lot in the past year. This tells us productivity will continue to increase. That makes it easier for companies to&nbsp;avoid passing higher labor costs on to consumers&nbsp;in the form of price hikes.</p><p><blockquote>具有讽刺意味的是，科技公司将会出手相救——实际上是拯救自己的股票。为什么？过去一年资本支出增加了很多。这告诉我们生产率将继续提高。这使得企业更容易避免以涨价的形式将更高的劳动力成本转嫁给消费者。</blockquote></p><p> “Long-term growth of this economy is going to have to be driven by productivity growth, and technology will be the key to create that productivity,” says Miskin.</p><p><blockquote>米斯金表示：“经济的长期增长必须由生产力增长驱动，而技术将是创造生产力的关键。”</blockquote></p><p> <b>What to buyThe arms dealers in chips</b></p><p><blockquote><b>买什么军火商的芯片</b></blockquote></p><p> Chip and chip manufacturing companies look underpriced, says Chin at Cambiar Investors, and he singles out Applied Materials.He’s worth listening to because his shop owns the stock in its Cambiar Opportunity Fund.The fund outperforms its large-cap value category and the Russell 1000 Value Index&nbsp;by nearly 5 percentage points annualized over the past three years, says Morningstar.</p><p><blockquote>Cambiar Investors的Chin表示，芯片和芯片制造公司的价格看起来被低估了，他特别提到了应用材料公司。他值得一听，因为他的商店拥有其Cambiar机会基金的股票。晨星公司表示，过去三年，该基金的年化表现优于大盘价值类别和罗素1000价值指数近5个百分点。</blockquote></p><p> Chin cites four reasons to favor Applied Materials: the ongoing chip shortage; the reshoring of chip manufacturing to the U.S.; demand from trends like autonomous vehicles, artificial intelligence and data analytics; and competition among chip makers to improve chip computing power. “We believe Applied Materials and the industry are entering a period of much higher growth,” he says.</p><p><blockquote>Chin列举了支持应用材料公司的四个理由：持续的芯片短缺；芯片制造回流美国；自动驾驶汽车、人工智能和数据分析等趋势的需求；以及芯片制造商之间提高芯片计算能力的竞争。“我们相信应用材料公司和整个行业正在进入一个更高增长的时期，”他说。</blockquote></p><p> “It will take another four to six quarters for supply to catch up with demand and inventories,” says JP Morgan analyst Harlan Sur, who has an overweight rating on Applied Materials, KLA&nbsp;and Lam Research&nbsp;in chip equipment, and several of the large chip makers including NVIDIA&nbsp;and Microchip Technology.</p><p><blockquote>摩根大通分析师哈兰·苏尔(Harlan Sur)表示：“供应还需要四到六个季度才能赶上需求和库存。”他对芯片设备领域的应用材料公司、KLA和Lam Research以及几家大型公司给予跑赢大盘评级。芯片制造商包括NVIDIA和Microchip Technology。</blockquote></p><p> <b>Names that insiders favor</b></p><p><blockquote><b>内部人士青睐的名字</b></blockquote></p><p> In the past several weeks I’ve suggested Microsoft,Intel&nbsp;and Snowflake&nbsp;in my stock letter a little below current prices, in part because of the attractive insider buying, and I still like these names.</p><p><blockquote>在过去的几周里，我在我的股票信中建议微软、英特尔和雪花的价格略低于当前价格，部分原因是内部购买具有吸引力，而且我仍然喜欢这些名字。</blockquote></p><p> Early in big economic rebounds, investors flock to growth, regardless of the quality of companies. But as we move into the mid-cycle, investors favor quality tech names, says Lowenstein, characterized by things like high margins, stable earnings growth and strong balance sheets.</p><p><blockquote>在经济大幅反弹的早期，投资者会涌向增长，而不管公司的质量如何。但洛温斯坦表示，随着我们进入周期中期，投资者青睐优质科技公司，其特点是高利润率、稳定的盈利增长和强劲的资产负债表。</blockquote></p><p> “If you are screening for quality that is going to lead you to tech,” says Lowenstein.</p><p><blockquote>“如果你正在筛选质量，这将引导你走向技术，”洛温斯坦说。</blockquote></p><p> This will favor Microsoft in cloud computing and software. Microsoft does not look cheap but the premium valuation is warranted because of its rapid growth, says JP Morgan analyst Mark Murphy.</p><p><blockquote>这将有利于云计算和软件领域的微软。摩根大通分析师Mark Murphy表示，微软看起来并不便宜，但由于其快速增长，溢价估值是合理的。</blockquote></p><p> Intel shares have been held back by manufacturing issues, but by now the stock looks relatively cheap compared to the market with its price earnings ratio of around 12, says Hendi Susanto a portfolio manager and technology analyst at Gabelli Funds. “Intel is fixing the issue,” says Susanto.</p><p><blockquote>Gabelli Funds的投资组合经理兼技术分析师Hendi Susanto表示，英特尔股价因制造问题而受到拖累，但目前该股与市场相比看起来相对便宜，其市盈率约为12。“英特尔正在解决这个问题，”苏珊托说。</blockquote></p><p> Intel will also benefit from strong chip demand, and chip shortages. “The industry is only 30%-40% through the current up-cycle,” says Sur, at JP Morgan.</p><p><blockquote>英特尔也将受益于强劲的芯片需求和芯片短缺。摩根大通的Sur表示：“该行业在当前的上升周期中仅占30%-40%。”</blockquote></p><p> Snowflake is all about data. That’s its mission. The company offers a product called Data Cloud that helps customers share, explore and unlock the value of data. A big part of the pitch here is that Snowflake helps customers break down data silos inside various pieces of hardware, apps, networks, and clouds. BlackRock and MasterCard agree. They are customers, among dozens of other Fortune 500 companies.</p><p><blockquote>雪花是关于数据的。这就是它的使命。该公司提供一种名为数据云的产品，帮助客户共享、探索和释放数据的价值。这里的一个重要部分是Snowflake帮助客户打破各种硬件、应用程序、网络和云中的数据孤岛。贝莱德和万事达卡对此表示同意。他们是其他数十家财富500强公司的客户。</blockquote></p><p> <b>Security software companies</b></p><p><blockquote><b>安全软件公司</b></blockquote></p><p> The recent Colonial Pipeline ransomware attack that caused widespread fuel shortages on the East Coast reminded us all of the ongoing need for better security software.</p><p><blockquote>最近导致东海岸大范围燃料短缺的Colonial Pipeline勒索软件攻击提醒我们所有人对更好的安全软件的持续需求。</blockquote></p><p> Gabelli’s Susanto favors firewall company Check Point Software Technologies,citing cheap valuation, high operating margins and prevalence of recurring revenue. Check Point trades at around 22 times earnings compared to more than 60 for security software company Palo Alto Networks.</p><p><blockquote>Gabelli的Susanto看好防火墙公司Check Point Software Technologies，理由是估值低廉、营业利润率高以及经常性收入普遍存在。Check Point的市盈率约为22倍，而安全软件公司Palo Alto Networks的市盈率超过60倍。</blockquote></p><p> RBC Capital Markets analyst Matthew Hedberg has an overweight rating on Palo Alto, citing in part the Colonial Pipeline ransomware attack, as well as the “Sunburst” hack affecting businesses and governments last December, and the Microsoft Exchange Server malware attack in March.</p><p><blockquote>加拿大皇家银行资本市场分析师Matthew Hedberg对Palo Alto给予跑赢大盘评级，部分原因是Colonial Pipeline勒索软件攻击，以及去年12月影响企业和政府的“旭日”黑客攻击，以及3月份的微软Exchange Server恶意软件攻击。</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>Tech stocks are out of favor — 5 reasons to buy alongside the contrarians<blockquote>科技股失宠——与逆向投资者一起买入的5个理由</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\">\nTech stocks are out of favor — 5 reasons to buy alongside the contrarians<blockquote>科技股失宠——与逆向投资者一起买入的5个理由</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-05-31 19:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Life may be returning to normal for most people. But not for die-hard tech stock fans.</p><p><blockquote>对大多数人来说，生活可能正在恢复正常。但对于铁杆科技股迷来说则不然。</blockquote></p><p> Their stocks are among the least liked by other investors, according to a&nbsp;recent Bank of America fund manager survey. It found that fund managers have the lowest level allocation toward tech since 2003.</p><p><blockquote>根据美国银行基金经理最近的一项调查，他们的股票是其他投资者最不喜欢的股票之一。研究发现，自2003年以来，基金经理对科技股的配置水平最低。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/cfe97072b200641cb5a47b353d9fcdbb\" tg-width=\"1260\" tg-height=\"753\"></p><p><blockquote></blockquote></p><p> How can this be?</p><p><blockquote>这怎么可能呢？</blockquote></p><p> Tech has a growth issue. That seems odd, but it makes sense if you think it through. Cyclical companies in areas like energy, industry and basic materials caught in the doldrums during the pandemic are now seeing a Phoenix-like reversal of fortune.</p><p><blockquote>科技存在增长问题。这似乎很奇怪，但如果你仔细想想，这是有道理的。在疫情期间陷入低迷的能源、工业和基础材料等领域的周期性公司现在正在经历凤凰般的命运逆转。</blockquote></p><p> In contrast, sales and earnings at a lot of tech held up OK during the pandemic. So the updraft they get from a rebounding economy looks sort of ho-hum, relatively speaking.</p><p><blockquote>相比之下，许多科技公司的销售额和盈利在疫情期间表现良好。因此，相对而言，他们从经济反弹中获得的上升气流看起来有点乏味。</blockquote></p><p> “Because of COVID, a lot of tech companies saw a lot of growth,” says Vlad Rom, a senior investment analyst at Thrivent, a Minnesota-based money manager. He noted that the pandemic pulled forward tech spending as companies looked for new ways to reach consumers and run meetings.</p><p><blockquote>明尼苏达州基金管理公司Thrivent的高级投资分析师弗拉德·罗姆(Vlad Rom)表示：“由于新冠疫情，许多科技公司都实现了大幅增长。”他指出，随着公司寻找接触消费者和召开会议的新方式，疫情推动了科技支出的增长。</blockquote></p><p> “This was not the case for non-tech companies,” he says. Now, as the economy picks up, those non-tech companies are seeing a big growth rebound. “A tech company growing at 30% last year will grow 30% this year. A non-tech company with zero growth last year will grow 50% this year. That is what a lot of investors are focused on.”</p><p><blockquote>“对于非科技公司来说，情况并非如此，”他说。现在，随着经济回暖，那些非科技公司出现了大幅增长反弹。“一家去年增长30%的科技公司今年将增长30%。一家去年零增长的非科技公司今年将增长50%。这是很多投资者关注的焦点。”</blockquote></p><p> In other words, it’s all about the cyclical trade you’ve been hearing so much about. “The incremental change for a more cyclical business looks better,” says Joseph Chin an analyst at Cambiar Investors in Denver.</p><p><blockquote>换句话说，这一切都与您经常听到的周期性交易有关。丹佛Cambiar Investors分析师Joseph Chin表示：“周期性行业的增量变化看起来更好。”</blockquote></p><p> Another problem is that emerging tech companies – think recent initial public offerings – expect their big payoff in profits in the distant future. So they get hit hard when investors fear rapid inflation will send interest rates higher. This reduces the present value of future profits in valuation models.</p><p><blockquote>另一个问题是，新兴科技公司——想想最近的首次公开募股——期望在遥远的未来获得巨大的利润回报。因此，当投资者担心快速通胀会推高利率时，他们就会受到沉重打击。这降低了估值模型中未来利润的现值。</blockquote></p><p> In short, tech is out of favor, which makes it a place to shop for contrarians like myself. Indeed, tech has already been putting in a rebound over the past several trading days. The Nasdaq Composite&nbsp;was down 8.5% peak to trough, in its recent pullback. As the S&amp;P 500 index&nbsp;and the Dow Jones Industrial Average&nbsp;flirt with all-time highs, the Nasdaq is still off over 3%.</p><p><blockquote>简而言之，科技已经失宠，这使得它成为像我这样的逆向投资者购物的地方。事实上，科技股在过去几个交易日已经出现反弹。在最近的回调中，纳斯达克综合指数从高峰到低谷下跌了8.5%。尽管标普500指数和道琼斯工业平均指数触及历史高点，但纳斯达克仍下跌超过3%。</blockquote></p><p> “Big tech looks very attractive today especially given the recent underperformance,” says Todd Lowenstein, chief equity strategist at HighMark Capital Management. “It’s a unique opportunity to upgrade your portfolio to quality in big tech, it’s where some of the best value is in the market today.”</p><p><blockquote>HighMark Capital Management首席股票策略师托德·洛温斯坦(Todd Lowenstein)表示：“大型科技公司如今看起来非常有吸引力，尤其是考虑到最近表现不佳。”“这是一个独特的机会，可以将您的投资组合升级到大型科技公司的质量，这是当今市场上一些最佳价值的地方。”</blockquote></p><p> Here are five reasons why.</p><p><blockquote>以下是五个原因。</blockquote></p><p> <b>1. Insiders are buying</b></p><p><blockquote><b>1.内部人士正在买入</b></blockquote></p><p> For my stock letter (Brush Up on Stocks, link in bio below), I’ve tracked insiders daily for over a decade, and one thing is always clear: Insider buying at tech companies is exceedingly rare. But that’s changed in the past few weeks – which brought an unusually high volume of tech insider buying.</p><p><blockquote>对于我的股票信（重温股票，下面简历中的链接），十多年来我每天都在跟踪内部人士，有一件事始终很清楚：科技公司的内部人士购买极其罕见。但这种情况在过去几周发生了变化——这带来了异常高的科技内部购买量。</blockquote></p><p> I just published an issue of my stock letter focusing solely on tech for the first time ever and featured 10 names that look very attractive. I highlighted several others in my letter earlier this month. I single a few out below. Bottom line: The widespread insider interest tells me tech is a buy.</p><p><blockquote>我刚刚发表了一期我的股票信，首次只关注科技，并精选了10个看起来非常有吸引力的名字。我在本月早些时候的信中强调了其他几个问题。我在下面挑出几个。底线：广泛的内部兴趣告诉我科技股值得买入。</blockquote></p><p> <b>2. Tech’s ‘growth problem’ will go away</b></p><p><blockquote><b>2.科技的“增长问题”将会消失</b></blockquote></p><p> The pandemic pulled forward a lot of tech adoption among companies. That makes year-over-year comparisons at tech look challenging as we move through 2021, says Matt Miskin, the co-chief investment strategist at John Hancock Investment Management. ‘But as we go into 2022, we believe the street is underestimating the growth in technology relative to the overall market. We would look opportunistically at tech in the next couple of months.”</p><p><blockquote>疫情推动了公司对技术的大量采用。约翰·汉考克投资管理公司(John Hancock Investment Management)联席首席投资策略师马特·米斯金(Matt Miskin)表示，这使得2021年科技行业的同比比较看起来充满挑战。“但随着我们进入2022年，我们认为华尔街低估了技术相对于整体市场的增长。我们将在未来几个月内机会主义地关注科技。”</blockquote></p><p> <b>3. Tech looks reasonably priced</b></p><p><blockquote><b>3.科技看起来价格合理</b></blockquote></p><p> The chart below shows the relative value of S&amp;P 500 tech stocks compared to the valuation of the S&amp;P 500 itself. As you can see, tech’s price earnings ratio was recently traded at its average 1.24 times the price earnings multiple of the comp.</p><p><blockquote>下图显示了标普500科技股与标普500本身估值相比的相对价值。正如您所看到的，科技公司的市盈率最近的平均交易价格是同类公司市盈率的1.24倍。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5666db47a1ebd117a02d0881dc60e30\" tg-width=\"1260\" tg-height=\"1413\"><span>LEUTHOLD</span></p><p><blockquote><p class=\"t-img-caption\"><span>洛伊特霍尔德</span></p></blockquote></p><p> <b>4. Tech has an edge when labor costs are rising</b></p><p><blockquote><b>4.当劳动力成本上升时，技术具有优势</b></blockquote></p><p> While companies in retail, restaurants, hotels and other service sectors will suffer a hit to margins because of rising labor costs, tech companies typically do not have this problem. They employ relatively fewer people.</p><p><blockquote>虽然零售、餐饮、酒店和其他服务行业的公司将因劳动力成本上升而遭受利润率打击，但科技公司通常不会遇到这个问题。他们雇佣的人相对较少。</blockquote></p><p> “Perhaps the best way to play the uncertainty surrounding labor costs is technology,” says Leuthold Group chief investment strategist James Paulsen. “Historically, the relative investment performance of this sector has been largely invariant to such pressures.”</p><p><blockquote>Leuthold Group首席投资策略师詹姆斯·保尔森(James Paulsen)表示：“也许利用劳动力成本不确定性的最佳方式是技术。”“从历史上看，该行业的相对投资表现在很大程度上不会受到此类压力的影响。”</blockquote></p><p> <b>5. Interest-rate and inflation fears are overblown</b></p><p><blockquote><b>5.利率和通胀担忧被夸大了</b></blockquote></p><p></p><p> Ironically, tech companies will come to the rescue – and literally save their own stocks. Why? Capital spending rose a lot in the past year. This tells us productivity will continue to increase. That makes it easier for companies to&nbsp;avoid passing higher labor costs on to consumers&nbsp;in the form of price hikes.</p><p><blockquote>具有讽刺意味的是，科技公司将会出手相救——实际上是拯救自己的股票。为什么？过去一年资本支出增加了很多。这告诉我们生产率将继续提高。这使得企业更容易避免以涨价的形式将更高的劳动力成本转嫁给消费者。</blockquote></p><p> “Long-term growth of this economy is going to have to be driven by productivity growth, and technology will be the key to create that productivity,” says Miskin.</p><p><blockquote>米斯金表示：“经济的长期增长必须由生产力增长驱动，而技术将是创造生产力的关键。”</blockquote></p><p> <b>What to buyThe arms dealers in chips</b></p><p><blockquote><b>买什么军火商的芯片</b></blockquote></p><p> Chip and chip manufacturing companies look underpriced, says Chin at Cambiar Investors, and he singles out Applied Materials.He’s worth listening to because his shop owns the stock in its Cambiar Opportunity Fund.The fund outperforms its large-cap value category and the Russell 1000 Value Index&nbsp;by nearly 5 percentage points annualized over the past three years, says Morningstar.</p><p><blockquote>Cambiar Investors的Chin表示，芯片和芯片制造公司的价格看起来被低估了，他特别提到了应用材料公司。他值得一听，因为他的商店拥有其Cambiar机会基金的股票。晨星公司表示，过去三年，该基金的年化表现优于大盘价值类别和罗素1000价值指数近5个百分点。</blockquote></p><p> Chin cites four reasons to favor Applied Materials: the ongoing chip shortage; the reshoring of chip manufacturing to the U.S.; demand from trends like autonomous vehicles, artificial intelligence and data analytics; and competition among chip makers to improve chip computing power. “We believe Applied Materials and the industry are entering a period of much higher growth,” he says.</p><p><blockquote>Chin列举了支持应用材料公司的四个理由：持续的芯片短缺；芯片制造回流美国；自动驾驶汽车、人工智能和数据分析等趋势的需求；以及芯片制造商之间提高芯片计算能力的竞争。“我们相信应用材料公司和整个行业正在进入一个更高增长的时期，”他说。</blockquote></p><p> “It will take another four to six quarters for supply to catch up with demand and inventories,” says JP Morgan analyst Harlan Sur, who has an overweight rating on Applied Materials, KLA&nbsp;and Lam Research&nbsp;in chip equipment, and several of the large chip makers including NVIDIA&nbsp;and Microchip Technology.</p><p><blockquote>摩根大通分析师哈兰·苏尔(Harlan Sur)表示：“供应还需要四到六个季度才能赶上需求和库存。”他对芯片设备领域的应用材料公司、KLA和Lam Research以及几家大型公司给予跑赢大盘评级。芯片制造商包括NVIDIA和Microchip Technology。</blockquote></p><p> <b>Names that insiders favor</b></p><p><blockquote><b>内部人士青睐的名字</b></blockquote></p><p> In the past several weeks I’ve suggested Microsoft,Intel&nbsp;and Snowflake&nbsp;in my stock letter a little below current prices, in part because of the attractive insider buying, and I still like these names.</p><p><blockquote>在过去的几周里，我在我的股票信中建议微软、英特尔和雪花的价格略低于当前价格，部分原因是内部购买具有吸引力，而且我仍然喜欢这些名字。</blockquote></p><p> Early in big economic rebounds, investors flock to growth, regardless of the quality of companies. But as we move into the mid-cycle, investors favor quality tech names, says Lowenstein, characterized by things like high margins, stable earnings growth and strong balance sheets.</p><p><blockquote>在经济大幅反弹的早期，投资者会涌向增长，而不管公司的质量如何。但洛温斯坦表示，随着我们进入周期中期，投资者青睐优质科技公司，其特点是高利润率、稳定的盈利增长和强劲的资产负债表。</blockquote></p><p> “If you are screening for quality that is going to lead you to tech,” says Lowenstein.</p><p><blockquote>“如果你正在筛选质量，这将引导你走向技术，”洛温斯坦说。</blockquote></p><p> This will favor Microsoft in cloud computing and software. Microsoft does not look cheap but the premium valuation is warranted because of its rapid growth, says JP Morgan analyst Mark Murphy.</p><p><blockquote>这将有利于云计算和软件领域的微软。摩根大通分析师Mark Murphy表示，微软看起来并不便宜，但由于其快速增长，溢价估值是合理的。</blockquote></p><p> Intel shares have been held back by manufacturing issues, but by now the stock looks relatively cheap compared to the market with its price earnings ratio of around 12, says Hendi Susanto a portfolio manager and technology analyst at Gabelli Funds. “Intel is fixing the issue,” says Susanto.</p><p><blockquote>Gabelli Funds的投资组合经理兼技术分析师Hendi Susanto表示，英特尔股价因制造问题而受到拖累，但目前该股与市场相比看起来相对便宜，其市盈率约为12。“英特尔正在解决这个问题，”苏珊托说。</blockquote></p><p> Intel will also benefit from strong chip demand, and chip shortages. “The industry is only 30%-40% through the current up-cycle,” says Sur, at JP Morgan.</p><p><blockquote>英特尔也将受益于强劲的芯片需求和芯片短缺。摩根大通的Sur表示：“该行业在当前的上升周期中仅占30%-40%。”</blockquote></p><p> Snowflake is all about data. That’s its mission. The company offers a product called Data Cloud that helps customers share, explore and unlock the value of data. A big part of the pitch here is that Snowflake helps customers break down data silos inside various pieces of hardware, apps, networks, and clouds. BlackRock and MasterCard agree. They are customers, among dozens of other Fortune 500 companies.</p><p><blockquote>雪花是关于数据的。这就是它的使命。该公司提供一种名为数据云的产品，帮助客户共享、探索和释放数据的价值。这里的一个重要部分是Snowflake帮助客户打破各种硬件、应用程序、网络和云中的数据孤岛。贝莱德和万事达卡对此表示同意。他们是其他数十家财富500强公司的客户。</blockquote></p><p> <b>Security software companies</b></p><p><blockquote><b>安全软件公司</b></blockquote></p><p> The recent Colonial Pipeline ransomware attack that caused widespread fuel shortages on the East Coast reminded us all of the ongoing need for better security software.</p><p><blockquote>最近导致东海岸大范围燃料短缺的Colonial Pipeline勒索软件攻击提醒我们所有人对更好的安全软件的持续需求。</blockquote></p><p> Gabelli’s Susanto favors firewall company Check Point Software Technologies,citing cheap valuation, high operating margins and prevalence of recurring revenue. Check Point trades at around 22 times earnings compared to more than 60 for security software company Palo Alto Networks.</p><p><blockquote>Gabelli的Susanto看好防火墙公司Check Point Software Technologies，理由是估值低廉、营业利润率高以及经常性收入普遍存在。Check Point的市盈率约为22倍，而安全软件公司Palo Alto Networks的市盈率超过60倍。</blockquote></p><p> RBC Capital Markets analyst Matthew Hedberg has an overweight rating on Palo Alto, citing in part the Colonial Pipeline ransomware attack, as well as the “Sunburst” hack affecting businesses and governments last December, and the Microsoft Exchange Server malware attack in March.</p><p><blockquote>加拿大皇家银行资本市场分析师Matthew Hedberg对Palo Alto给予跑赢大盘评级，部分原因是Colonial Pipeline勒索软件攻击，以及去年12月影响企业和政府的“旭日”黑客攻击，以及3月份的微软Exchange Server恶意软件攻击。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/tech-stocks-are-out-of-favor-5-reasons-to-shop-alongside-the-contrarians-11622204518?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/tech-stocks-are-out-of-favor-5-reasons-to-shop-alongside-the-contrarians-11622204518?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180491418","content_text":"Life may be returning to normal for most people. But not for die-hard tech stock fans.\nTheir stocks are among the least liked by other investors, according to a recent Bank of America fund manager survey. It found that fund managers have the lowest level allocation toward tech since 2003.\n\nHow can this be?\nTech has a growth issue. That seems odd, but it makes sense if you think it through. Cyclical companies in areas like energy, industry and basic materials caught in the doldrums during the pandemic are now seeing a Phoenix-like reversal of fortune.\nIn contrast, sales and earnings at a lot of tech held up OK during the pandemic. So the updraft they get from a rebounding economy looks sort of ho-hum, relatively speaking.\n“Because of COVID, a lot of tech companies saw a lot of growth,” says Vlad Rom, a senior investment analyst at Thrivent, a Minnesota-based money manager. He noted that the pandemic pulled forward tech spending as companies looked for new ways to reach consumers and run meetings.\n“This was not the case for non-tech companies,” he says. Now, as the economy picks up, those non-tech companies are seeing a big growth rebound. “A tech company growing at 30% last year will grow 30% this year. A non-tech company with zero growth last year will grow 50% this year. That is what a lot of investors are focused on.”\nIn other words, it’s all about the cyclical trade you’ve been hearing so much about. “The incremental change for a more cyclical business looks better,” says Joseph Chin an analyst at Cambiar Investors in Denver.\nAnother problem is that emerging tech companies – think recent initial public offerings – expect their big payoff in profits in the distant future. So they get hit hard when investors fear rapid inflation will send interest rates higher. This reduces the present value of future profits in valuation models.\nIn short, tech is out of favor, which makes it a place to shop for contrarians like myself. Indeed, tech has already been putting in a rebound over the past several trading days. The Nasdaq Composite was down 8.5% peak to trough, in its recent pullback. As the S&P 500 index and the Dow Jones Industrial Average flirt with all-time highs, the Nasdaq is still off over 3%.\n“Big tech looks very attractive today especially given the recent underperformance,” says Todd Lowenstein, chief equity strategist at HighMark Capital Management. “It’s a unique opportunity to upgrade your portfolio to quality in big tech, it’s where some of the best value is in the market today.”\nHere are five reasons why.\n1. Insiders are buying\nFor my stock letter (Brush Up on Stocks, link in bio below), I’ve tracked insiders daily for over a decade, and one thing is always clear: Insider buying at tech companies is exceedingly rare. But that’s changed in the past few weeks – which brought an unusually high volume of tech insider buying.\nI just published an issue of my stock letter focusing solely on tech for the first time ever and featured 10 names that look very attractive. I highlighted several others in my letter earlier this month. I single a few out below. Bottom line: The widespread insider interest tells me tech is a buy.\n2. Tech’s ‘growth problem’ will go away\nThe pandemic pulled forward a lot of tech adoption among companies. That makes year-over-year comparisons at tech look challenging as we move through 2021, says Matt Miskin, the co-chief investment strategist at John Hancock Investment Management. ‘But as we go into 2022, we believe the street is underestimating the growth in technology relative to the overall market. We would look opportunistically at tech in the next couple of months.”\n3. Tech looks reasonably priced\nThe chart below shows the relative value of S&P 500 tech stocks compared to the valuation of the S&P 500 itself. As you can see, tech’s price earnings ratio was recently traded at its average 1.24 times the price earnings multiple of the comp.\nLEUTHOLD\n4. Tech has an edge when labor costs are rising\nWhile companies in retail, restaurants, hotels and other service sectors will suffer a hit to margins because of rising labor costs, tech companies typically do not have this problem. They employ relatively fewer people.\n“Perhaps the best way to play the uncertainty surrounding labor costs is technology,” says Leuthold Group chief investment strategist James Paulsen. “Historically, the relative investment performance of this sector has been largely invariant to such pressures.”\n5. Interest-rate and inflation fears are overblown\nIronically, tech companies will come to the rescue – and literally save their own stocks. Why? Capital spending rose a lot in the past year. This tells us productivity will continue to increase. That makes it easier for companies to avoid passing higher labor costs on to consumers in the form of price hikes.\n“Long-term growth of this economy is going to have to be driven by productivity growth, and technology will be the key to create that productivity,” says Miskin.\nWhat to buyThe arms dealers in chips\nChip and chip manufacturing companies look underpriced, says Chin at Cambiar Investors, and he singles out Applied Materials.He’s worth listening to because his shop owns the stock in its Cambiar Opportunity Fund.The fund outperforms its large-cap value category and the Russell 1000 Value Index by nearly 5 percentage points annualized over the past three years, says Morningstar.\nChin cites four reasons to favor Applied Materials: the ongoing chip shortage; the reshoring of chip manufacturing to the U.S.; demand from trends like autonomous vehicles, artificial intelligence and data analytics; and competition among chip makers to improve chip computing power. “We believe Applied Materials and the industry are entering a period of much higher growth,” he says.\n“It will take another four to six quarters for supply to catch up with demand and inventories,” says JP Morgan analyst Harlan Sur, who has an overweight rating on Applied Materials, KLA and Lam Research in chip equipment, and several of the large chip makers including NVIDIA and Microchip Technology.\nNames that insiders favor\nIn the past several weeks I’ve suggested Microsoft,Intel and Snowflake in my stock letter a little below current prices, in part because of the attractive insider buying, and I still like these names.\nEarly in big economic rebounds, investors flock to growth, regardless of the quality of companies. But as we move into the mid-cycle, investors favor quality tech names, says Lowenstein, characterized by things like high margins, stable earnings growth and strong balance sheets.\n“If you are screening for quality that is going to lead you to tech,” says Lowenstein.\nThis will favor Microsoft in cloud computing and software. Microsoft does not look cheap but the premium valuation is warranted because of its rapid growth, says JP Morgan analyst Mark Murphy.\nIntel shares have been held back by manufacturing issues, but by now the stock looks relatively cheap compared to the market with its price earnings ratio of around 12, says Hendi Susanto a portfolio manager and technology analyst at Gabelli Funds. “Intel is fixing the issue,” says Susanto.\nIntel will also benefit from strong chip demand, and chip shortages. “The industry is only 30%-40% through the current up-cycle,” says Sur, at JP Morgan.\nSnowflake is all about data. That’s its mission. The company offers a product called Data Cloud that helps customers share, explore and unlock the value of data. A big part of the pitch here is that Snowflake helps customers break down data silos inside various pieces of hardware, apps, networks, and clouds. BlackRock and MasterCard agree. They are customers, among dozens of other Fortune 500 companies.\nSecurity software companies\nThe recent Colonial Pipeline ransomware attack that caused widespread fuel shortages on the East Coast reminded us all of the ongoing need for better security software.\nGabelli’s Susanto favors firewall company Check Point Software Technologies,citing cheap valuation, high operating margins and prevalence of recurring revenue. Check Point trades at around 22 times earnings compared to more than 60 for security software company Palo Alto Networks.\nRBC Capital Markets analyst Matthew Hedberg has an overweight rating on Palo Alto, citing in part the Colonial Pipeline ransomware attack, as well as the “Sunburst” hack affecting businesses and governments last December, and the Microsoft Exchange Server malware attack in March.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":138436217,"gmtCreate":1621952948339,"gmtModify":1634185181157,"author":{"id":"3578128120498769","authorId":"3578128120498769","name":"hhyceline","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578128120498769","idStr":"3578128120498769"},"themes":[],"htmlText":"<a 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liao","images":[{"img":"https://static.tigerbbs.com/58a347627d5315651a1a369c5fec69e2","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/377868042","isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":372655752,"gmtCreate":1619212321876,"gmtModify":1634287772653,"author":{"id":"3578128120498769","authorId":"3578128120498769","name":"hhyceline","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578128120498769","idStr":"3578128120498769"},"themes":[],"htmlText":"Noooo","listText":"Noooo","text":"Noooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/372655752","repostId":"1128911279","repostType":4,"isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183726863,"gmtCreate":1623362132752,"gmtModify":1634034296113,"author":{"id":"3578128120498769","authorId":"3578128120498769","name":"hhyceline","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578128120498769","idStr":"3578128120498769"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[{"img":"https://static.tigerbbs.com/93be64acb324ad4f4934926f94388abd","width":"1440","height":"4151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/183726863","isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":347973557,"gmtCreate":1618460511779,"gmtModify":1634292784187,"author":{"id":"3578128120498769","authorId":"3578128120498769","name":"hhyceline","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578128120498769","idStr":"3578128120498769"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/347973557","repostId":"1150469902","repostType":4,"isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378814386,"gmtCreate":1619015360745,"gmtModify":1634289197012,"author":{"id":"3578128120498769","authorId":"3578128120498769","name":"hhyceline","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578128120498769","idStr":"3578128120498769"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>no eye see","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>no eye see","text":"$Palantir Technologies Inc.(PLTR)$no eye see","images":[{"img":"https://static.tigerbbs.com/a343b8fb11593af2e863559ac42d26c4","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/378814386","isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":819253757,"gmtCreate":1630073867579,"gmtModify":1704955578735,"author":{"id":"3578128120498769","authorId":"3578128120498769","name":"hhyceline","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578128120498769","idStr":"3578128120498769"},"themes":[],"htmlText":"<a 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[愤怒]","images":[{"img":"https://static.tigerbbs.com/91d82286d974331298af823c8f061e71","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/819253757","isVote":1,"tweetType":1,"viewCount":2163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":100596465,"gmtCreate":1619620086757,"gmtModify":1634211272248,"author":{"id":"3578128120498769","authorId":"3578128120498769","name":"hhyceline","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578128120498769","idStr":"3578128120498769"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/100596465","repostId":"1179396069","repostType":4,"repost":{"id":"1179396069","kind":"news","pubTimestamp":1619573853,"share":"https://www.laohu8.com/m/news/1179396069?lang=zh_CN&edition=full","pubTime":"2021-04-28 09:37","market":"us","language":"en","title":"Apple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.<blockquote>苹果的盈利可能会再次飙升。这对股票意味着什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179396069","media":"Barrons","summary":"Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech g","content":"<p>Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.</p><p><blockquote>苹果要想超越2020年的井喷业绩，还有很多工作要做。问题是，这家科技巨头也许能够成功。</blockquote></p><p> The buzz around Apple last year was off the charts, even for what is the buzziest of technology companies. Anticipation of the fall launch of the company’s first 5G phones, surging demand for both Macs and iPads as the pandemic rolled on, and strength in both wearables and services fed off each other. The pieces all came together in the December quarter, when Apple (ticker: AAPL) posted&nbsp;its biggest quarter ever. Sales soared 21% to $111.4 billion, more than $8 billion over the Street consensus. Every product category—iPhone, iPad, Macs, wearables, and services—notched double-digit growth. Apple stock finished the year up 81%, adding nearly $1 trillion to its market cap.</p><p><blockquote>去年围绕苹果的热度超出了图表，即使是对于最热门的科技公司来说也是如此。对该公司首款5G手机将于秋季推出的预期，随着疫情的发展，对Mac和iPad的需求激增，以及可穿戴设备和服务的实力相互促进。所有这些因素都在12月季度集中在一起，当时苹果（股票代码：AAPL）公布了有史以来最大的季度业绩。销售额飙升21%，达到1114亿美元，比华尔街普遍预期高出80亿美元。每个产品类别——iPhone、iPad、Mac、可穿戴设备和服务——都实现了两位数的增长。苹果股价全年上涨81%，市值增加近1万亿美元。</blockquote></p><p> That’s a tough act to follow, particularly with the March quarter, which always slows from the holiday-boosted December quarter. But Apple could pull off the quintuple double again when its results come out after the bell Wednesday. The Street certainly thinks so, even if the market, which has pushed Apple shares up less than 2% in 2021, has been more cautious. Consensus estimates call for double-digit increases from last year across the board: iPhones sales up 43%, to $41.4 billion; iPad sales up 29%, to $5.6 billion; Mac sales of $6.8 billion, up 27%; wearables sales (mostly Apple Watch and AirPods) of $7.4 billion, up 18%; and a 16% bump in services, to $15.5 billion.</p><p><blockquote>这是一个很难遵循的行为，尤其是在3月份季度，该季度总是比假期提振的12月份季度放缓。但当周三盘后公布结果时，苹果可能会再次实现五倍的增长。华尔街当然是这么认为的，尽管2021年推动苹果股价上涨不到2%的市场更加谨慎。市场普遍预计看涨期权将比去年全面实现两位数增长：iPhone销售额增长43%，达到414亿美元；iPad销售额增长29%，达到56亿美元；Mac销售额68亿美元，增长27%；可穿戴设备销售额（主要是苹果手表和AirPods）为74亿美元，增长18%；服务业增长16%，达到155亿美元。</blockquote></p><p> Overall, the Street consensus expects sales of $77 billion, up 32% from a year ago, with profits of 98 cents a share. That would be the fastest top-line growth rate for any Apple quarter since March 2012, when revenues were about half what they are now. And most bullish Apple analysts seem to think their own estimates are too low—a print at $77 billion would likely trigger a selloff in the stock.</p><p><blockquote>总体而言，华尔街普遍预计销售额为770亿美元，比去年同期增长32%，每股利润为98美分。这将是苹果自2012年3月以来最快的营收增长率，当时的收入约为现在的一半。大多数看涨的苹果分析师似乎认为他们自己的估计太低了——770亿美元的股价可能会引发该股的抛售。</blockquote></p><p> Apple is also&nbsp;expected to provide an update on its capital-allocation strategy. A year ago,the company announced a 6% dividend increase, and boosted its stock repurchase plan by $50 billion. Apple has said repeatedly that it is pushing to get to a cash neutral position, but its remarkably big cash flow has slowed progress toward that goal.</p><p><blockquote>预计苹果还将提供其资本配置策略的最新信息。一年前，该公司宣布将股息增加6%，并将股票回购计划增加500亿美元。苹果一再表示，它正在努力实现现金中性头寸，但其庞大的现金流减缓了实现这一目标的进展。</blockquote></p><p> As always, the quarter is about more than just earnings.</p><p><blockquote>与往常一样，本季度不仅仅是盈利。</blockquote></p><p> For one, the Street will be looking for signs that the sales surge for Macs and iPads is sustainable—and that the company is keeping up with demand despite widespread chip and display shortages. Some investors worry that the spike in PC demand could ebb as more people return to schools and offices. They’ll be looking for company guidance on that point.</p><p><blockquote>其一，华尔街将寻找Mac和iPad销量激增可持续的迹象，以及尽管芯片和显示屏普遍短缺，但该公司仍能满足需求的迹象。一些投资者担心，随着越来越多的人返回学校和办公室，个人电脑需求的激增可能会消退。他们将在这一点上寻求公司的指导。</blockquote></p><p> Another is the sustainability of the resurgence in iPhone growth. There were high hopes among bulls that the iPhone 12 would drive a “supercycle” with an accelerated replacement cycle. Several analysts have noted that a clear consumer preference for the high end of the iPhone 12 line is driving up average selling prices, which should support a strong revenue quarter for the segment.</p><p><blockquote>另一个是iPhone增长复苏的可持续性。多头曾寄予厚望，认为iPhone 12将推动换机周期加速的“超级周期”。几位分析师指出，消费者对iPhone 12系列高端产品的明显偏好正在推高平均售价，这应该会支持该细分市场强劲的收入季度。</blockquote></p><p> “Given the later-than-seasonal launch of new iPhones in the fall of 2020, we believe iPhone demand will experience more favorable year-over-year comparisons this March quarter compared to past years,” writes Monness Crespi Hardt’s Brian White, who sees 47% iPhone revenue growth during the quarter.</p><p><blockquote>Monness Crespi Hardt的布莱恩·怀特(Brian White)写道：“鉴于2020年秋季新款iPhone的发布时间晚于季节性，我们相信，与过去几年相比，今年3月季度的iPhone需求将经历更有利的同比比较。”预计本季度iPhone收入将增长47%。</blockquote></p><p> And if Apple pulls it all together? Apple could crush Street estimates, writes Morgan Stanley analyst Katy Huberty, who has an Overweight rating and a $158 price target on the stock, up 17% from Monday’s close of $134.72. She sees the top line above $80 billion, with all segments growing at least 19% year over year. She is especially bullish on Mac and iPad sales, with estimates far above consensus—53% for Macs and 52% for iPads. She also expects Apple to increase its dividend by 10% and expand its stock repurchase program by $60 billion.</p><p><blockquote>如果苹果把这一切都拼凑起来呢？摩根士丹利分析师凯蒂·休伯蒂(Katy Huberty)写道，苹果可能会超出华尔街的预期，她对该股给予跑赢大盘评级，目标价为158美元，较周一收盘价134.72美元上涨17%。她预计营收将超过800亿美元，所有细分市场同比至少增长19%。她尤其看好Mac和iPad的销量，预期远高于市场普遍预期——Mac销量为53%，iPad销量为52%。她还预计苹果将股息提高10%，并将股票回购计划扩大600亿美元。</blockquote></p><p> That would certainly qualify as a job well done.</p><p><blockquote>这当然是一项出色的工作。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.<blockquote>苹果的盈利可能会再次飙升。这对股票意味着什么。</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\">\nApple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.<blockquote>苹果的盈利可能会再次飙升。这对股票意味着什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-04-28 09:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.</p><p><blockquote>苹果要想超越2020年的井喷业绩，还有很多工作要做。问题是，这家科技巨头也许能够成功。</blockquote></p><p> The buzz around Apple last year was off the charts, even for what is the buzziest of technology companies. Anticipation of the fall launch of the company’s first 5G phones, surging demand for both Macs and iPads as the pandemic rolled on, and strength in both wearables and services fed off each other. The pieces all came together in the December quarter, when Apple (ticker: AAPL) posted&nbsp;its biggest quarter ever. Sales soared 21% to $111.4 billion, more than $8 billion over the Street consensus. Every product category—iPhone, iPad, Macs, wearables, and services—notched double-digit growth. Apple stock finished the year up 81%, adding nearly $1 trillion to its market cap.</p><p><blockquote>去年围绕苹果的热度超出了图表，即使是对于最热门的科技公司来说也是如此。对该公司首款5G手机将于秋季推出的预期，随着疫情的发展，对Mac和iPad的需求激增，以及可穿戴设备和服务的实力相互促进。所有这些因素都在12月季度集中在一起，当时苹果（股票代码：AAPL）公布了有史以来最大的季度业绩。销售额飙升21%，达到1114亿美元，比华尔街普遍预期高出80亿美元。每个产品类别——iPhone、iPad、Mac、可穿戴设备和服务——都实现了两位数的增长。苹果股价全年上涨81%，市值增加近1万亿美元。</blockquote></p><p> That’s a tough act to follow, particularly with the March quarter, which always slows from the holiday-boosted December quarter. But Apple could pull off the quintuple double again when its results come out after the bell Wednesday. The Street certainly thinks so, even if the market, which has pushed Apple shares up less than 2% in 2021, has been more cautious. Consensus estimates call for double-digit increases from last year across the board: iPhones sales up 43%, to $41.4 billion; iPad sales up 29%, to $5.6 billion; Mac sales of $6.8 billion, up 27%; wearables sales (mostly Apple Watch and AirPods) of $7.4 billion, up 18%; and a 16% bump in services, to $15.5 billion.</p><p><blockquote>这是一个很难遵循的行为，尤其是在3月份季度，该季度总是比假期提振的12月份季度放缓。但当周三盘后公布结果时，苹果可能会再次实现五倍的增长。华尔街当然是这么认为的，尽管2021年推动苹果股价上涨不到2%的市场更加谨慎。市场普遍预计看涨期权将比去年全面实现两位数增长：iPhone销售额增长43%，达到414亿美元；iPad销售额增长29%，达到56亿美元；Mac销售额68亿美元，增长27%；可穿戴设备销售额（主要是苹果手表和AirPods）为74亿美元，增长18%；服务业增长16%，达到155亿美元。</blockquote></p><p> Overall, the Street consensus expects sales of $77 billion, up 32% from a year ago, with profits of 98 cents a share. That would be the fastest top-line growth rate for any Apple quarter since March 2012, when revenues were about half what they are now. And most bullish Apple analysts seem to think their own estimates are too low—a print at $77 billion would likely trigger a selloff in the stock.</p><p><blockquote>总体而言，华尔街普遍预计销售额为770亿美元，比去年同期增长32%，每股利润为98美分。这将是苹果自2012年3月以来最快的营收增长率，当时的收入约为现在的一半。大多数看涨的苹果分析师似乎认为他们自己的估计太低了——770亿美元的股价可能会引发该股的抛售。</blockquote></p><p> Apple is also&nbsp;expected to provide an update on its capital-allocation strategy. A year ago,the company announced a 6% dividend increase, and boosted its stock repurchase plan by $50 billion. Apple has said repeatedly that it is pushing to get to a cash neutral position, but its remarkably big cash flow has slowed progress toward that goal.</p><p><blockquote>预计苹果还将提供其资本配置策略的最新信息。一年前，该公司宣布将股息增加6%，并将股票回购计划增加500亿美元。苹果一再表示，它正在努力实现现金中性头寸，但其庞大的现金流减缓了实现这一目标的进展。</blockquote></p><p> As always, the quarter is about more than just earnings.</p><p><blockquote>与往常一样，本季度不仅仅是盈利。</blockquote></p><p> For one, the Street will be looking for signs that the sales surge for Macs and iPads is sustainable—and that the company is keeping up with demand despite widespread chip and display shortages. Some investors worry that the spike in PC demand could ebb as more people return to schools and offices. They’ll be looking for company guidance on that point.</p><p><blockquote>其一，华尔街将寻找Mac和iPad销量激增可持续的迹象，以及尽管芯片和显示屏普遍短缺，但该公司仍能满足需求的迹象。一些投资者担心，随着越来越多的人返回学校和办公室，个人电脑需求的激增可能会消退。他们将在这一点上寻求公司的指导。</blockquote></p><p> Another is the sustainability of the resurgence in iPhone growth. There were high hopes among bulls that the iPhone 12 would drive a “supercycle” with an accelerated replacement cycle. Several analysts have noted that a clear consumer preference for the high end of the iPhone 12 line is driving up average selling prices, which should support a strong revenue quarter for the segment.</p><p><blockquote>另一个是iPhone增长复苏的可持续性。多头曾寄予厚望，认为iPhone 12将推动换机周期加速的“超级周期”。几位分析师指出，消费者对iPhone 12系列高端产品的明显偏好正在推高平均售价，这应该会支持该细分市场强劲的收入季度。</blockquote></p><p> “Given the later-than-seasonal launch of new iPhones in the fall of 2020, we believe iPhone demand will experience more favorable year-over-year comparisons this March quarter compared to past years,” writes Monness Crespi Hardt’s Brian White, who sees 47% iPhone revenue growth during the quarter.</p><p><blockquote>Monness Crespi Hardt的布莱恩·怀特(Brian White)写道：“鉴于2020年秋季新款iPhone的发布时间晚于季节性，我们相信，与过去几年相比，今年3月季度的iPhone需求将经历更有利的同比比较。”预计本季度iPhone收入将增长47%。</blockquote></p><p> And if Apple pulls it all together? Apple could crush Street estimates, writes Morgan Stanley analyst Katy Huberty, who has an Overweight rating and a $158 price target on the stock, up 17% from Monday’s close of $134.72. She sees the top line above $80 billion, with all segments growing at least 19% year over year. She is especially bullish on Mac and iPad sales, with estimates far above consensus—53% for Macs and 52% for iPads. She also expects Apple to increase its dividend by 10% and expand its stock repurchase program by $60 billion.</p><p><blockquote>如果苹果把这一切都拼凑起来呢？摩根士丹利分析师凯蒂·休伯蒂(Katy Huberty)写道，苹果可能会超出华尔街的预期，她对该股给予跑赢大盘评级，目标价为158美元，较周一收盘价134.72美元上涨17%。她预计营收将超过800亿美元，所有细分市场同比至少增长19%。她尤其看好Mac和iPad的销量，预期远高于市场普遍预期——Mac销量为53%，iPad销量为52%。她还预计苹果将股息提高10%，并将股票回购计划扩大600亿美元。</blockquote></p><p> That would certainly qualify as a job well done.</p><p><blockquote>这当然是一项出色的工作。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apple-could-blow-the-top-off-earningsagain-what-that-would-mean-for-the-stock-51619495288?mod=hp_DAY_Theme_1_2\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-could-blow-the-top-off-earningsagain-what-that-would-mean-for-the-stock-51619495288?mod=hp_DAY_Theme_1_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179396069","content_text":"Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.\nThe buzz around Apple last year was off the charts, even for what is the buzziest of technology companies. Anticipation of the fall launch of the company’s first 5G phones, surging demand for both Macs and iPads as the pandemic rolled on, and strength in both wearables and services fed off each other. The pieces all came together in the December quarter, when Apple (ticker: AAPL) posted its biggest quarter ever. Sales soared 21% to $111.4 billion, more than $8 billion over the Street consensus. Every product category—iPhone, iPad, Macs, wearables, and services—notched double-digit growth. Apple stock finished the year up 81%, adding nearly $1 trillion to its market cap.\nThat’s a tough act to follow, particularly with the March quarter, which always slows from the holiday-boosted December quarter. But Apple could pull off the quintuple double again when its results come out after the bell Wednesday. The Street certainly thinks so, even if the market, which has pushed Apple shares up less than 2% in 2021, has been more cautious. Consensus estimates call for double-digit increases from last year across the board: iPhones sales up 43%, to $41.4 billion; iPad sales up 29%, to $5.6 billion; Mac sales of $6.8 billion, up 27%; wearables sales (mostly Apple Watch and AirPods) of $7.4 billion, up 18%; and a 16% bump in services, to $15.5 billion.\nOverall, the Street consensus expects sales of $77 billion, up 32% from a year ago, with profits of 98 cents a share. That would be the fastest top-line growth rate for any Apple quarter since March 2012, when revenues were about half what they are now. And most bullish Apple analysts seem to think their own estimates are too low—a print at $77 billion would likely trigger a selloff in the stock.\nApple is also expected to provide an update on its capital-allocation strategy. A year ago,the company announced a 6% dividend increase, and boosted its stock repurchase plan by $50 billion. Apple has said repeatedly that it is pushing to get to a cash neutral position, but its remarkably big cash flow has slowed progress toward that goal.\nAs always, the quarter is about more than just earnings.\nFor one, the Street will be looking for signs that the sales surge for Macs and iPads is sustainable—and that the company is keeping up with demand despite widespread chip and display shortages. Some investors worry that the spike in PC demand could ebb as more people return to schools and offices. They’ll be looking for company guidance on that point.\nAnother is the sustainability of the resurgence in iPhone growth. There were high hopes among bulls that the iPhone 12 would drive a “supercycle” with an accelerated replacement cycle. Several analysts have noted that a clear consumer preference for the high end of the iPhone 12 line is driving up average selling prices, which should support a strong revenue quarter for the segment.\n“Given the later-than-seasonal launch of new iPhones in the fall of 2020, we believe iPhone demand will experience more favorable year-over-year comparisons this March quarter compared to past years,” writes Monness Crespi Hardt’s Brian White, who sees 47% iPhone revenue growth during the quarter.\nAnd if Apple pulls it all together? Apple could crush Street estimates, writes Morgan Stanley analyst Katy Huberty, who has an Overweight rating and a $158 price target on the stock, up 17% from Monday’s close of $134.72. She sees the top line above $80 billion, with all segments growing at least 19% year over year. She is especially bullish on Mac and iPad sales, with estimates far above consensus—53% for Macs and 52% for iPads. She also expects Apple to increase its dividend by 10% and expand its stock repurchase program by $60 billion.\nThat would certainly qualify as a job well done.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374123365,"gmtCreate":1619429735457,"gmtModify":1634273560068,"author":{"id":"3578128120498769","authorId":"3578128120498769","name":"hhyceline","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578128120498769","idStr":"3578128120498769"},"themes":[],"htmlText":"Woah","listText":"Woah","text":"Woah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/374123365","repostId":"1184404050","repostType":4,"isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894914490,"gmtCreate":1628782143310,"gmtModify":1631890579573,"author":{"id":"3578128120498769","authorId":"3578128120498769","name":"hhyceline","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578128120498769","idStr":"3578128120498769"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>[呆住]&nbsp;","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>[呆住]&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$[呆住]","images":[{"img":"https://static.tigerbbs.com/475370569a2a82147b27e87dd710e208","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/894914490","isVote":1,"tweetType":1,"viewCount":2242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":146900126,"gmtCreate":1626047460065,"gmtModify":1631890579590,"author":{"id":"3578128120498769","authorId":"3578128120498769","name":"hhyceline","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578128120498769","idStr":"3578128120498769"},"themes":[],"htmlText":"Share","listText":"Share","text":"Share","images":[{"img":"https://static.tigerbbs.com/7f043325c4c499c1e28ed2d0eae88e80","width":"1440","height":"4703"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/146900126","isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":121499559,"gmtCreate":1624487431271,"gmtModify":1634005552902,"author":{"id":"3578128120498769","authorId":"3578128120498769","name":"hhyceline","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578128120498769","idStr":"3578128120498769"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"$NIO Inc.(NIO)$[财迷] [财迷] [财迷]","images":[{"img":"https://static.tigerbbs.com/ce3cca42becb3ba1f9c5910946f05787","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/121499559","isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":121404817,"gmtCreate":1624487225639,"gmtModify":1634005556074,"author":{"id":"3578128120498769","authorId":"3578128120498769","name":"hhyceline","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578128120498769","idStr":"3578128120498769"},"themes":[],"htmlText":"Wah","listText":"Wah","text":"Wah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/121404817","repostId":"2145531099","repostType":4,"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184862194,"gmtCreate":1623707971318,"gmtModify":1634029927619,"author":{"id":"3578128120498769","authorId":"3578128120498769","name":"hhyceline","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578128120498769","idStr":"3578128120498769"},"themes":[],"htmlText":"Wah","listText":"Wah","text":"Wah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/184862194","repostId":"2143738859","repostType":4,"isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880159315,"gmtCreate":1631026568537,"gmtModify":1631890579563,"author":{"id":"3578128120498769","authorId":"3578128120498769","name":"hhyceline","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578128120498769","idStr":"3578128120498769"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/880159315","repostId":"1126153718","repostType":4,"repost":{"id":"1126153718","kind":"news","pubTimestamp":1631025174,"share":"https://www.laohu8.com/m/news/1126153718?lang=zh_CN&edition=full","pubTime":"2021-09-07 22:32","market":"us","language":"en","title":"Why AMC Stock Soared Almost 30% in August<blockquote>为什么AMC股价8月份飙升近30%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1126153718","media":"Motley Fool","summary":"AMC jumped 7% in early trading Tuesday.\n\n\nThe meme stock may have gotten bids from investors actuall","content":"<p>AMC&nbsp;jumped&nbsp;7%&nbsp;in early trading&nbsp;Tuesday.</p><p><blockquote>AMC周二早盘上涨7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6b12c5f8f21e4c20fa9058564405114f\" tg-width=\"985\" tg-height=\"517\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p>   <b>The meme stock may have gotten bids from investors actually looking at the business itself.</b>  <b>Key Points</b></p><p><blockquote><b>meme股票可能已经收到了真正关注业务本身的投资者的出价。</b><b>要点</b></blockquote></p><p> <ul>  <li>A record-breaking Labor Day weekend theater-only movie release gives shareholders a new reason for hope.</li> </ul> <b>What happened</b></p><p><blockquote><ul><li>破纪录的劳动节周末影院上映电影给了股东新的希望理由。</li></ul><b>发生了什么</b></blockquote></p><p> Meme stocks like<b>AMC Entertainment</b>(NYSE:AMC)have had quite a ride since the retail trading crowd initially drove share prices up earlier this year. After realizing exponential gains, AMC shares tumbled 40% from mid-June to late July as investors began questioning whether the delta variant would reverse progress in reopening the economy. But AMC shares regained those losses in August, rising 27.3%, according to data provided byS&amp;P Global Market Intelligence.</p><p><blockquote>模因股票如<b>AMC院线</b>自今年早些时候散户交易人群最初推动股价上涨以来，（纽约证券交易所股票代码：AMC）经历了相当大的上涨。在实现指数级上涨后，AMC股价从6月中旬到7月底暴跌40%，因为投资者开始质疑德尔塔变异毒株是否会逆转重新开放经济的进展。但根据标准普尔全球市场情报提供的数据，AMC股价在8月份收复了失地，上涨了27.3%。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> AMC CEO Adam Aron has said that 80% of the company's shareholder base is now made up of retail investors. And Aron has worked to engage with those investors on social media and through the business itself.</p><p><blockquote>AMC首席执行官Adam Aron表示，该公司80%的股东现在由散户投资者组成。阿伦一直致力于通过社交媒体和企业本身与这些投资者接触。</blockquote></p><p> The company has launched AMC Investor Connect, which gives shareholders exclusive offers for screenings and other perks. The company calls the program \"an innovative, proactive communication initiative that will put AMC in direct communication with its extraordinary base of enthusiastic and passionate individual shareholders.\"</p><p><blockquote>该公司推出了AMC Investor Connect，为股东提供独家放映和其他福利。该公司评级该计划是“一项创新、积极主动的沟通举措，将使AMC与其热情和热情的个人股东的非凡基础进行直接沟通。”</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> AMC has also taken advantage of the higher share price to raise needed capital as it struggles to get its business back on track. But that has also burdened the company with $5.5 billion in debt as the movie business struggles to attract theatergoers at the same time that production companies are releasing some movies on streaming services along with theaters.</p><p><blockquote>AMC还利用股价上涨的机会筹集了所需的资金，因为它正在努力让业务重回正轨。但这也给该公司带来了55亿美元的债务负担，因为电影业务难以吸引影院观众，而制作公司正在与影院一起通过流媒体服务发行一些电影。</blockquote></p><p> Retail traders have now given AMC amarket capof about $23 billion. That's a lofty valuation as the company continues to report losses, including $344 million in the second quarter ended June 30. The company also had negative free cash flow of over $250 million in the period.</p><p><blockquote>散户交易员现已向AMC amarket提供约230亿美元的capof。这是一个很高的估值，因为该公司继续报告亏损，包括截至6月30日的第二季度亏损3.44亿美元。该公司在此期间的自由现金流也为负，超过2.5亿美元。</blockquote></p><p> But since that financial report was released on Aug. 9, shares are up 33%. That highlights the disconnect between the current underlying business and the company's valuation. But the meme stock crowd seems to dismiss a connection between the two. Barring a significant pivot in its business strategy, AMC needs movies and customers to head back to theaters.</p><p><blockquote>但自8月9日财务报告发布以来，股价已上涨33%。这凸显了当前基础业务与公司估值之间的脱节。但迷因股票人群似乎否认了两者之间的联系。除非其业务战略发生重大转变，否则AMC需要电影和顾客重返影院。</blockquote></p><p> The recent Labor Day weekend may have also given shareholders new hope that the demise of the movie theater business is premature.<b>Walt Disney</b>'s<i>Shang-Chi&nbsp;and the Legend of the Ten Rings</i>was released only in theaters, and it smashed the prior record for the four-day weekend with $90 million in ticket sales in the U.S. and Canada. So maybe believers in AMC are right that the business can recover. But it has a long way to go to justify any valuation close to where it currently stands.</p><p><blockquote>最近的劳动节周末可能也给了股东新的希望，即电影院业务的消亡为时过早。<b>迪斯尼</b>的<i>尚气与十环传说</i>该片仅在影院上映，在美国和加拿大以9000万美元的票房打破了此前四天周末的纪录。因此，也许AMC的信徒认为业务可以复苏是正确的。但要证明接近目前水平的估值是合理的，还有很长的路要走。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why AMC Stock Soared Almost 30% in August<blockquote>为什么AMC股价8月份飙升近30%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy AMC Stock Soared Almost 30% in August<blockquote>为什么AMC股价8月份飙升近30%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-09-07 22:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>AMC&nbsp;jumped&nbsp;7%&nbsp;in early trading&nbsp;Tuesday.</p><p><blockquote>AMC周二早盘上涨7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6b12c5f8f21e4c20fa9058564405114f\" tg-width=\"985\" tg-height=\"517\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p>   <b>The meme stock may have gotten bids from investors actually looking at the business itself.</b>  <b>Key Points</b></p><p><blockquote><b>meme股票可能已经收到了真正关注业务本身的投资者的出价。</b><b>要点</b></blockquote></p><p> <ul>  <li>A record-breaking Labor Day weekend theater-only movie release gives shareholders a new reason for hope.</li> </ul> <b>What happened</b></p><p><blockquote><ul><li>破纪录的劳动节周末影院上映电影给了股东新的希望理由。</li></ul><b>发生了什么</b></blockquote></p><p> Meme stocks like<b>AMC Entertainment</b>(NYSE:AMC)have had quite a ride since the retail trading crowd initially drove share prices up earlier this year. After realizing exponential gains, AMC shares tumbled 40% from mid-June to late July as investors began questioning whether the delta variant would reverse progress in reopening the economy. But AMC shares regained those losses in August, rising 27.3%, according to data provided byS&amp;P Global Market Intelligence.</p><p><blockquote>模因股票如<b>AMC院线</b>自今年早些时候散户交易人群最初推动股价上涨以来，（纽约证券交易所股票代码：AMC）经历了相当大的上涨。在实现指数级上涨后，AMC股价从6月中旬到7月底暴跌40%，因为投资者开始质疑德尔塔变异毒株是否会逆转重新开放经济的进展。但根据标准普尔全球市场情报提供的数据，AMC股价在8月份收复了失地，上涨了27.3%。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> AMC CEO Adam Aron has said that 80% of the company's shareholder base is now made up of retail investors. And Aron has worked to engage with those investors on social media and through the business itself.</p><p><blockquote>AMC首席执行官Adam Aron表示，该公司80%的股东现在由散户投资者组成。阿伦一直致力于通过社交媒体和企业本身与这些投资者接触。</blockquote></p><p> The company has launched AMC Investor Connect, which gives shareholders exclusive offers for screenings and other perks. The company calls the program \"an innovative, proactive communication initiative that will put AMC in direct communication with its extraordinary base of enthusiastic and passionate individual shareholders.\"</p><p><blockquote>该公司推出了AMC Investor Connect，为股东提供独家放映和其他福利。该公司评级该计划是“一项创新、积极主动的沟通举措，将使AMC与其热情和热情的个人股东的非凡基础进行直接沟通。”</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> AMC has also taken advantage of the higher share price to raise needed capital as it struggles to get its business back on track. But that has also burdened the company with $5.5 billion in debt as the movie business struggles to attract theatergoers at the same time that production companies are releasing some movies on streaming services along with theaters.</p><p><blockquote>AMC还利用股价上涨的机会筹集了所需的资金，因为它正在努力让业务重回正轨。但这也给该公司带来了55亿美元的债务负担，因为电影业务难以吸引影院观众，而制作公司正在与影院一起通过流媒体服务发行一些电影。</blockquote></p><p> Retail traders have now given AMC amarket capof about $23 billion. That's a lofty valuation as the company continues to report losses, including $344 million in the second quarter ended June 30. The company also had negative free cash flow of over $250 million in the period.</p><p><blockquote>散户交易员现已向AMC amarket提供约230亿美元的capof。这是一个很高的估值，因为该公司继续报告亏损，包括截至6月30日的第二季度亏损3.44亿美元。该公司在此期间的自由现金流也为负，超过2.5亿美元。</blockquote></p><p> But since that financial report was released on Aug. 9, shares are up 33%. That highlights the disconnect between the current underlying business and the company's valuation. But the meme stock crowd seems to dismiss a connection between the two. Barring a significant pivot in its business strategy, AMC needs movies and customers to head back to theaters.</p><p><blockquote>但自8月9日财务报告发布以来，股价已上涨33%。这凸显了当前基础业务与公司估值之间的脱节。但迷因股票人群似乎否认了两者之间的联系。除非其业务战略发生重大转变，否则AMC需要电影和顾客重返影院。</blockquote></p><p> The recent Labor Day weekend may have also given shareholders new hope that the demise of the movie theater business is premature.<b>Walt Disney</b>'s<i>Shang-Chi&nbsp;and the Legend of the Ten Rings</i>was released only in theaters, and it smashed the prior record for the four-day weekend with $90 million in ticket sales in the U.S. and Canada. So maybe believers in AMC are right that the business can recover. But it has a long way to go to justify any valuation close to where it currently stands.</p><p><blockquote>最近的劳动节周末可能也给了股东新的希望，即电影院业务的消亡为时过早。<b>迪斯尼</b>的<i>尚气与十环传说</i>该片仅在影院上映，在美国和加拿大以9000万美元的票房打破了此前四天周末的纪录。因此，也许AMC的信徒认为业务可以复苏是正确的。但要证明接近目前水平的估值是合理的，还有很长的路要走。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/09/07/why-amc-stock-soared-almost-30-in-august/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2021/09/07/why-amc-stock-soared-almost-30-in-august/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126153718","content_text":"AMC jumped 7% in early trading Tuesday.\n\n\nThe meme stock may have gotten bids from investors actually looking at the business itself.\n\nKey Points\n\nA record-breaking Labor Day weekend theater-only movie release gives shareholders a new reason for hope.\n\nWhat happened\nMeme stocks likeAMC Entertainment(NYSE:AMC)have had quite a ride since the retail trading crowd initially drove share prices up earlier this year. After realizing exponential gains, AMC shares tumbled 40% from mid-June to late July as investors began questioning whether the delta variant would reverse progress in reopening the economy. But AMC shares regained those losses in August, rising 27.3%, according to data provided byS&P Global Market Intelligence.\nSo what\nAMC CEO Adam Aron has said that 80% of the company's shareholder base is now made up of retail investors. And Aron has worked to engage with those investors on social media and through the business itself.\nThe company has launched AMC Investor Connect, which gives shareholders exclusive offers for screenings and other perks. The company calls the program \"an innovative, proactive communication initiative that will put AMC in direct communication with its extraordinary base of enthusiastic and passionate individual shareholders.\"\nNow what\nAMC has also taken advantage of the higher share price to raise needed capital as it struggles to get its business back on track. But that has also burdened the company with $5.5 billion in debt as the movie business struggles to attract theatergoers at the same time that production companies are releasing some movies on streaming services along with theaters.\nRetail traders have now given AMC amarket capof about $23 billion. That's a lofty valuation as the company continues to report losses, including $344 million in the second quarter ended June 30. The company also had negative free cash flow of over $250 million in the period.\nBut since that financial report was released on Aug. 9, shares are up 33%. That highlights the disconnect between the current underlying business and the company's valuation. But the meme stock crowd seems to dismiss a connection between the two. Barring a significant pivot in its business strategy, AMC needs movies and customers to head back to theaters.\nThe recent Labor Day weekend may have also given shareholders new hope that the demise of the movie theater business is premature.Walt Disney'sShang-Chi and the Legend of the Ten Ringswas released only in theaters, and it smashed the prior record for the four-day weekend with $90 million in ticket sales in the U.S. and Canada. So maybe believers in AMC are right that the business can recover. But it has a long way to go to justify any valuation close to where it currently stands.","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":1489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}