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2021-08-06

Good progress in vaccination, time to relax while be cautious

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2021-08-06

Bug

20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的 20 只云股票</blockquote>

2021-08-06

Up up up up

2021-08-06

Good corporate practices

Why Apple's Plan To Scan iPhones For Child Sexual Abuse Content Is Worrying Experts<blockquote>为什么苹果扫描 iPhone 儿童性虐待内容的计划令专家担忧</blockquote>

2021-04-26

Hi

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2021-04-26

Cloud grow?

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2021-04-26

Nice

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2021-04-06

Hold?

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2021-03-22

Microsoft? Facebook?

Big Insider Stock Buys at Microsoft, Lowe’s, and Walmart<blockquote>微软、劳氏和沃尔玛的大量内部人士买入股票</blockquote>

2021-03-17

Tesla VW?

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2021-03-16

Which to buy, recommendation

Billions poured into electric-vehicle companies, but much more will be needed before the auto industry changes<blockquote>数十亿美元涌入电动汽车公司，但在汽车行业发生变化之前还需要更多资金</blockquote>

2021-03-16

Any recommendation

Value stocks are making a comeback. Don’t get left behind, these analysts say<blockquote>价值股正在卷土重来。这些分析师说，不要落后</blockquote>

2021-03-15

Worth to invest?

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2021-03-15

Tech stock

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2021-03-14

Can buy?

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2021-03-14

Other than popular roblox game, what else they have? Worth to invest?

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2021-03-14

Ride on the rising star

Tesla Stock Is Down. You Could Blame Joe Biden.<blockquote>特斯拉股价下跌。你可以责怪乔·拜登。</blockquote>

2021-03-14

Is it time to buy?

2021-03-13

Time to buy

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2021-03-13

Time to buy

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progress in vaccination,&nbsp; time to relax while be cautious&nbsp;","listText":"Good progress in vaccination,&nbsp; time to relax while be cautious&nbsp;","text":"Good progress in vaccination, time to relax while be cautious","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/893174254","repostId":"1196354962","repostType":4,"isVote":1,"tweetType":1,"viewCount":2445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893176544,"gmtCreate":1628251338088,"gmtModify":1633752251878,"author":{"id":"3578361458056498","authorId":"3578361458056498","name":"TCju","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578361458056498","idStr":"3578361458056498"},"themes":[],"title":"","htmlText":"Bug","listText":"Bug","text":"Bug","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893176544","repostId":"1155656235","repostType":2,"repost":{"id":"1155656235","kind":"news","pubTimestamp":1628227304,"share":"https://www.laohunote.com/m/news/1155656235?lang=zh_CN&edition=full","pubTime":"2021-08-06 13:21","market":"us","language":"en","title":"20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的 20 只云股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155656235","media":"MarketWatch","summary":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales ","content":"<p>Cloud ETFs are close to record highs, propelled by a rally in the sector</p><p><blockquote>在行业反弹的推动下，云 ETF 接近历史新高</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78101d8010e186fe4df59b2ef82b5de6\" tg-width=\"700\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Analysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)</span></p><p><blockquote><p class=\"t-img-caption\"><span>分析师预计提供云服务的公司未来销售额将实现强劲增长。（盖蒂图片社/iStockphoto）</span></p></blockquote></p><p> U.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.</p><p><blockquote>尽管来自中国大陆的传言和德尔塔变异毒株感染人数激增，美国投资者仍然看好。</blockquote></p><p> Cloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.</p><p><blockquote>云公司——那些处于通过互联网将计算能力转变为分布式模型的最前沿的公司——预计将在未来几年快速增长，覆盖该领域的五大交易所交易基金中有四家接近创下历史新高。</blockquote></p><p> Below is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.</p><p><blockquote>下面是这些 ETF 持有的股票屏幕，显示了预计到 2023 年销售额增幅最大的股票。在一个有许多参与者处于相对早期阶段的行业中，销售额的增长而不是盈利的增长可能是股价的最佳驱动因素。</blockquote></p><p> To begin the screen, we looked at the five largest cloud ETFs:</p><p><blockquote>为了开始屏幕，我们查看了五个最大的云 ETF：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36209ce827d95e822cad5128be8b146a\" tg-width=\"933\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> ETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.</p><p><blockquote>ETF 可能是您采取广泛方法长期参与云革命的最佳方式。如果您对任何 ETF 感兴趣，您应该查看基金经理的网站。</blockquote></p><p> Here’s a comparison of total returns through Aug. 4, along with those for the SPDR S&amp;P 500 ETF&nbsp;and the Invesco QQQ Trust&nbsp;(which tracks the Nasdaq-100 Index) for comparison:</p><p><blockquote>以下是截至 8 月 4 日的总回报率对比，以及 SPDR 标普500 ETF 和景顺 QQQ 信托基金（追踪纳斯达克 100 指数）的总回报率对比：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/242f135b3c7cca3cbaae3ee574023c1f\" tg-width=\"942\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> The ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF&nbsp;is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.</p><p><blockquote>ETF 的方法各不相同。例如，方舟下一代互联网ETF是唯一一只主动管理的。其他人跟踪索引。根据ARK Invest 8月5日发布的信息，它也是唯一一家持有特斯拉公司股票的公司，该公司占该投资组合的10.65%。特斯拉是一家电动汽车制造商，但它也可以被视为一家云公司，因为它不断通过互联网分发软件更新，并提供其他基于云的服务。</blockquote></p><p> Another holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.</p><p><blockquote>在五只云 ETF 中，ARKW 的另一个独特持股是华特迪士尼公司（Walt Disney Co.），该公司通过其 Disney+ 流媒体服务无疑是一家重要的云公司，尽管该公司没有直接说明其销售额中有多少来自这一快速增长的领域。</blockquote></p><p> As part of its description of ARKW, FactSet says the following:</p><p><blockquote>FactSet 对 ARKW 描述的一部分如下：</blockquote></p><p> <i>“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”</i></p><p><blockquote><i>“从广义上讲，ARKW 的管理者似乎专注于物联网、云计算、数字货币和可穿戴技术等热门词汇。虽然该基金的重点可能是吸引对这些新技术充满信心的投资者，但投资组合的实施却是一项更加艰巨的任务： 大多数开发这些进步的公司都是大公司，新兴技术只占总收入的一小部分。因此，要获得 ARKW 的目标技术的纯粹权限是非常困难的--因此，一定要确认该基金的持有量--而不仅仅是其论点--与您对该领域的看法相一致。</i></blockquote></p><p> <b>Cloud-stock screen</b></p><p><blockquote><b>云库存屏幕</b></blockquote></p><p> Together, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)</p><p><blockquote>上面列出的五只云ETF总共持有147只股票。为了预测 2023 年的销售增长，我们使用 2020 年日历销售预测作为基线，然后查看 FactSet 调查的分析师对未来三年的共识预测（如果有）。(2020 年的数字是估计值，因为许多公司的财政年度与日历不符）。</blockquote></p><p> To make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.</p><p><blockquote>为了确保我们有一套可靠的估计，我们将小组范围限制在 FactSet 调查的至少五名分析师所涵盖的 126 家公司，这些公司提供了 2020 年至 2023 年的共识销售估计。</blockquote></p><p> Here are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:</p><p><blockquote>以下是预计到 2023 年销售额复合年增长率 (CAGR) 最高的 20 家公司：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/517a23591cde159fb889ab80abc4bcc6\" tg-width=\"934\" tg-height=\"765\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6af2cf5b5f9f0ce50f8f023ac7babc7f\" tg-width=\"935\" tg-height=\"717\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b88ebe72e09cb9ce3294269f0a4ae431\" tg-width=\"935\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> There are actually 21 stocks listed, including Zillow Group Inc.’s Class A&nbsp;and Class C&nbsp;shares.</p><p><blockquote>实际上有 21 只股票上市，包括 Zillow Group Inc. 的 A 类股票和 C 类股票。</blockquote></p><p> It is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.</p><p><blockquote>有趣的是，该名单以 ARKW 持有的股票为主。该基金对云公司有广泛的定义，也关注销售增长。</blockquote></p><p></p><p> Here are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.</p><p><blockquote>以下是基于未来 12 个月共识估计的当前远期市销率，以及当前市值与 2023 年预计销售额的比率和分析师对股票的意见摘要。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/19b9c4bf1d8b1abcfa76b7d008a47ad7\" tg-width=\"938\" tg-height=\"805\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/2ff191189c5d7d2f31698843734ca3cc\" tg-width=\"933\" tg-height=\"773\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9543489c4d52d3f1a69dfdcf170115\" tg-width=\"930\" tg-height=\"242\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> In comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.</p><p><blockquote>相比之下，SPDR标普500指数ETF的远期市销率为 2.8，2023 年预计市销率为 2.6。QQQ 目前的市盈率为 4.7，2023 年将下降至 4.3。</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>20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的 20 只云股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的 20 只云股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-06 13:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Cloud ETFs are close to record highs, propelled by a rally in the sector</p><p><blockquote>在行业反弹的推动下，云 ETF 接近历史新高</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78101d8010e186fe4df59b2ef82b5de6\" tg-width=\"700\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Analysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)</span></p><p><blockquote><p class=\"t-img-caption\"><span>分析师预计提供云服务的公司未来销售额将实现强劲增长。（盖蒂图片社/iStockphoto）</span></p></blockquote></p><p> U.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.</p><p><blockquote>尽管来自中国大陆的传言和德尔塔变异毒株感染人数激增，美国投资者仍然看好。</blockquote></p><p> Cloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.</p><p><blockquote>云公司——那些处于通过互联网将计算能力转变为分布式模型的最前沿的公司——预计将在未来几年快速增长，覆盖该领域的五大交易所交易基金中有四家接近创下历史新高。</blockquote></p><p> Below is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.</p><p><blockquote>下面是这些 ETF 持有的股票屏幕，显示了预计到 2023 年销售额增幅最大的股票。在一个有许多参与者处于相对早期阶段的行业中，销售额的增长而不是盈利的增长可能是股价的最佳驱动因素。</blockquote></p><p> To begin the screen, we looked at the five largest cloud ETFs:</p><p><blockquote>为了开始屏幕，我们查看了五个最大的云 ETF：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36209ce827d95e822cad5128be8b146a\" tg-width=\"933\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> ETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.</p><p><blockquote>ETF 可能是您采取广泛方法长期参与云革命的最佳方式。如果您对任何 ETF 感兴趣，您应该查看基金经理的网站。</blockquote></p><p> Here’s a comparison of total returns through Aug. 4, along with those for the SPDR S&amp;P 500 ETF&nbsp;and the Invesco QQQ Trust&nbsp;(which tracks the Nasdaq-100 Index) for comparison:</p><p><blockquote>以下是截至 8 月 4 日的总回报率对比，以及 SPDR 标普500 ETF 和景顺 QQQ 信托基金（追踪纳斯达克 100 指数）的总回报率对比：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/242f135b3c7cca3cbaae3ee574023c1f\" tg-width=\"942\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> The ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF&nbsp;is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.</p><p><blockquote>ETF 的方法各不相同。例如，方舟下一代互联网ETF是唯一一只主动管理的。其他人跟踪索引。根据ARK Invest 8月5日发布的信息，它也是唯一一家持有特斯拉公司股票的公司，该公司占该投资组合的10.65%。特斯拉是一家电动汽车制造商，但它也可以被视为一家云公司，因为它不断通过互联网分发软件更新，并提供其他基于云的服务。</blockquote></p><p> Another holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.</p><p><blockquote>在五只云 ETF 中，ARKW 的另一个独特持股是华特迪士尼公司（Walt Disney Co.），该公司通过其 Disney+ 流媒体服务无疑是一家重要的云公司，尽管该公司没有直接说明其销售额中有多少来自这一快速增长的领域。</blockquote></p><p> As part of its description of ARKW, FactSet says the following:</p><p><blockquote>FactSet 对 ARKW 描述的一部分如下：</blockquote></p><p> <i>“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”</i></p><p><blockquote><i>“从广义上讲，ARKW 的管理者似乎专注于物联网、云计算、数字货币和可穿戴技术等热门词汇。虽然该基金的重点可能是吸引对这些新技术充满信心的投资者，但投资组合的实施却是一项更加艰巨的任务： 大多数开发这些进步的公司都是大公司，新兴技术只占总收入的一小部分。因此，要获得 ARKW 的目标技术的纯粹权限是非常困难的--因此，一定要确认该基金的持有量--而不仅仅是其论点--与您对该领域的看法相一致。</i></blockquote></p><p> <b>Cloud-stock screen</b></p><p><blockquote><b>云库存屏幕</b></blockquote></p><p> Together, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)</p><p><blockquote>上面列出的五只云ETF总共持有147只股票。为了预测 2023 年的销售增长，我们使用 2020 年日历销售预测作为基线，然后查看 FactSet 调查的分析师对未来三年的共识预测（如果有）。(2020 年的数字是估计值，因为许多公司的财政年度与日历不符）。</blockquote></p><p> To make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.</p><p><blockquote>为了确保我们有一套可靠的估计，我们将小组范围限制在 FactSet 调查的至少五名分析师所涵盖的 126 家公司，这些公司提供了 2020 年至 2023 年的共识销售估计。</blockquote></p><p> Here are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:</p><p><blockquote>以下是预计到 2023 年销售额复合年增长率 (CAGR) 最高的 20 家公司：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/517a23591cde159fb889ab80abc4bcc6\" tg-width=\"934\" tg-height=\"765\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6af2cf5b5f9f0ce50f8f023ac7babc7f\" tg-width=\"935\" tg-height=\"717\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b88ebe72e09cb9ce3294269f0a4ae431\" tg-width=\"935\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> There are actually 21 stocks listed, including Zillow Group Inc.’s Class A&nbsp;and Class C&nbsp;shares.</p><p><blockquote>实际上有 21 只股票上市，包括 Zillow Group Inc. 的 A 类股票和 C 类股票。</blockquote></p><p> It is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.</p><p><blockquote>有趣的是，该名单以 ARKW 持有的股票为主。该基金对云公司有广泛的定义，也关注销售增长。</blockquote></p><p></p><p> Here are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.</p><p><blockquote>以下是基于未来 12 个月共识估计的当前远期市销率，以及当前市值与 2023 年预计销售额的比率和分析师对股票的意见摘要。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/19b9c4bf1d8b1abcfa76b7d008a47ad7\" tg-width=\"938\" tg-height=\"805\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/2ff191189c5d7d2f31698843734ca3cc\" tg-width=\"933\" tg-height=\"773\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9543489c4d52d3f1a69dfdcf170115\" tg-width=\"930\" tg-height=\"242\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> In comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.</p><p><blockquote>相比之下，SPDR标普500指数ETF的远期市销率为 2.8，2023 年预计市销率为 2.6。QQQ 目前的市盈率为 4.7，2023 年将下降至 4.3。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?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":{"ADYEY":"Adyen N.V.","ROKU":"Roku Inc","PINS":"Pinterest, Inc.","TSLA":"特斯拉","CRWD":"CrowdStrike Holdings, Inc.","COIN":"Coinbase Global, Inc.","SNAP":"Snap Inc","SHOP":"Shopify Inc","MELI":"MercadoLibre","KC":"金山云","SE":"Sea Ltd","ZG":"Zillow Class A","TDOC":"Teladoc Health Inc.","PDD":"拼多多","OKTA":"Okta Inc.","DKNG":"DraftKings Inc.","VCYT":"Veracyte Inc","Z":"Zillow"},"source_url":"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155656235","content_text":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)\nU.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.\nCloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.\nBelow is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.\nTo begin the screen, we looked at the five largest cloud ETFs:\nSource: FactSet\nETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.\nHere’s a comparison of total returns through Aug. 4, along with those for the SPDR S&P 500 ETF and the Invesco QQQ Trust (which tracks the Nasdaq-100 Index) for comparison:\nSource: FactSet\nThe ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.\nAnother holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.\nAs part of its description of ARKW, FactSet says the following:\n“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”\nCloud-stock screen\nTogether, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)\nTo make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.\nHere are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:\n\nSource: FactSet\nThere are actually 21 stocks listed, including Zillow Group Inc.’s Class A and Class C shares.\nIt is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.\nHere are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.\n\nSource: FactSet\nIn comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.","news_type":1,"symbols_score_info":{"TDOC":0.9,"PINS":0.9,"SE":0.9,"SNAP":0.9,"TSLA":0.9,"ADYEY":0.9,"PDD":0.9,"ZG":0.9,"OKTA":0.9,"CRWD":0.9,"SQ":0.9,"MELI":0.9,"Z":0.9,"SKLZ":0.9,"DKNG":0.9,"VCYT":0.9,"ROKU":0.9,"KC":0.9,"LC":0.9,"SHOP":0.9,"COIN":0.9}},"isVote":1,"tweetType":1,"viewCount":2970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893176351,"gmtCreate":1628251277773,"gmtModify":1633752252346,"author":{"id":"3578361458056498","authorId":"3578361458056498","name":"TCju","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578361458056498","idStr":"3578361458056498"},"themes":[],"title":"","htmlText":"Up up up up","listText":"Up up up up","text":"Up up up up","images":[{"img":"https://static.tigerbbs.com/28fc222432ba019b6d8a156c18ef9b35","width":"1080","height":"2009"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893176351","isVote":1,"tweetType":1,"viewCount":3998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":893178930,"gmtCreate":1628251193020,"gmtModify":1633752252809,"author":{"id":"3578361458056498","authorId":"3578361458056498","name":"TCju","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578361458056498","idStr":"3578361458056498"},"themes":[],"title":"","htmlText":"Good corporate practices&nbsp;","listText":"Good corporate practices&nbsp;","text":"Good corporate practices","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893178930","repostId":"1167569709","repostType":2,"repost":{"id":"1167569709","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1628233505,"share":"https://www.laohunote.com/m/news/1167569709?lang=zh_CN&edition=full","pubTime":"2021-08-06 15:05","market":"us","language":"en","title":"Why Apple's Plan To Scan iPhones For Child Sexual Abuse Content Is Worrying Experts<blockquote>为什么苹果扫描 iPhone 儿童性虐待内容的计划令专家担忧</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1167569709","media":"Benzinga Earnings","summary":"Apple has introduced new features to detect child sexual abuse content on iPhones in the U.S., but t","content":"<p><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b> has introduced new features to detect child sexual abuse content on iPhones in the U.S., but the move is worrying experts.</p><p><blockquote><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a></b>在美国推出了检测iPhone上儿童性虐待内容的新功能，但此举令专家担忧。</blockquote></p><p> <b>What Happened</b>: Apple said Thursday that a new system will detect images of child exploitation called Child Sexual Abuse Material (CSAM) and match the image against a database of hashes provided by the National Center for Missing and Exploited Children (NCMEC) and other child safety organizations.</p><p><blockquote><b>发生了什么事</b>苹果周四表示，一个新系统将检测被称为儿童性虐待材料（CSAM）的儿童剥削图像，并将图像与国家失踪和被剥削儿童中心（NCMEC）和其他儿童安全组织提供的哈希数据库进行匹配。</blockquote></p><p> The matching process is done on the user’s&nbsp;iPhone&nbsp;before the image is uploaded to the iCloud. If a matching image is found, it will be manually reviewed.</p><p><blockquote>在将图片上传到 iCloud 之前，匹配过程会在用户的 iPhone 上完成。如果找到匹配的图像，将手动审核。</blockquote></p><p> On confirmation of child pornography, the user’s iCloud account will be disabled and the incident will be reported to law enforcement.</p><p><blockquote>一旦确认存在儿童色情制品，用户的 iCloud 账户将被禁用，并将事件报告给执法部门。</blockquote></p><p> Apple said that the new features will come later this year in updates to its operating software for iPhones, Apple Watches and Macs.</p><p><blockquote>苹果表示，这些新功能将于今年晚些时候在 iPhone、苹果手表和 Mac 的操作软件更新中推出。</blockquote></p><p> <b>Why It Matters:</b>&nbsp;<a href=\"https://laohu8.com/S/AAPL\">Apple</a> has been under pressure from law enforcement around the world to weaken its encryption so that it would help in the investigation of terrorism or child exploitation. The launch of the new features will help to alleviate some of those concerns.</p><p><blockquote><b>为什么重要：</b> <a href=\"https://laohu8.com/S/AAPL\">苹果</a>一直受到世界各地执法部门的压力，要求削弱其加密，以便有助于调查恐怖主义或剥削儿童。新功能的推出将有助于缓解这些担忧。</blockquote></p><p> However, security experts are worried that the technology could be eventually be expanded to scan phones for other prohibited content. It could also be used by authoritarian governments to spy on dissidents and protestors.</p><p><blockquote>然而，安全专家担心这项技术最终可能会扩展到扫描手机上的其他违禁内容。威权政府也可以利用它对持不同政见者和抗议者进行SPDR标普500指数ETF。</blockquote></p><p> <b>Matthew Green</b>, a cryptography researcher at Johns Hopkins University, warned that the new features will “break the dam” and governments will demand data from everyone.</p><p><blockquote><b>马修·格林</b>约翰-霍普金斯大学（Johns Hopkins University）的一名密码学研究员警告说，新功能将 “打破大坝”，政府将要求每个人都提供数据。</blockquote></p><p> \"[The] problem is that encryption is a powerful tool that provides privacy, and you can’t really have strong privacy while also surveilling every image anyone sends,\" Green said.</p><p><blockquote>“格林说：”[问题在于，加密是一种提供隐私的强大工具，你不可能在拥有强大隐私的同时，还要监控任何人发送的每一张图像。</blockquote></p><p>   Whoever controls this list can search for whatever content they want on your phone, and you don’t really have any way to know what’s on that list because it’s invisible to you (and just a bunch of opaque numbers, even if you hack into your phone to get the list.)    — Matthew Green (@matthew_d_green)&nbsp;August 5, 2021  <b>Price Action</b>: Apple shares closed less than 0.1% higher in Thursday’s regular trading session at $147.06, but declined 0.11% in the after-hours session to $146.90.</p><p><blockquote>控制这份列表的人可以在你的手机上搜索他们想要的任何内容，而你真的没有办法知道那份列表上有什么，因为你看不到它（即使你侵入手机获取列表，也只是一堆不透明的数字）。- 马修-格林（@matthew_d_green）2021 年 8 月 5 日<b>价格行为</b>: 苹果股价在周四的常规交易时段收盘上涨不到0.1%，报147.06美元，但在盘后交易时段下跌0.11%，报146.90美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Apple's Plan To Scan iPhones For Child Sexual Abuse Content Is Worrying Experts<blockquote>为什么苹果扫描 iPhone 儿童性虐待内容的计划令专家担忧</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Apple's Plan To Scan iPhones For Child Sexual Abuse Content Is Worrying Experts<blockquote>为什么苹果扫描 iPhone 儿童性虐待内容的计划令专家担忧</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-08-06 15:05</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b> has introduced new features to detect child sexual abuse content on iPhones in the U.S., but the move is worrying experts.</p><p><blockquote><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a></b>在美国推出了检测iPhone上儿童性虐待内容的新功能，但此举令专家担忧。</blockquote></p><p> <b>What Happened</b>: Apple said Thursday that a new system will detect images of child exploitation called Child Sexual Abuse Material (CSAM) and match the image against a database of hashes provided by the National Center for Missing and Exploited Children (NCMEC) and other child safety organizations.</p><p><blockquote><b>发生了什么事</b>苹果周四表示，一个新系统将检测被称为儿童性虐待材料（CSAM）的儿童剥削图像，并将图像与国家失踪和被剥削儿童中心（NCMEC）和其他儿童安全组织提供的哈希数据库进行匹配。</blockquote></p><p> The matching process is done on the user’s&nbsp;iPhone&nbsp;before the image is uploaded to the iCloud. If a matching image is found, it will be manually reviewed.</p><p><blockquote>在将图片上传到 iCloud 之前，匹配过程会在用户的 iPhone 上完成。如果找到匹配的图像，将手动审核。</blockquote></p><p> On confirmation of child pornography, the user’s iCloud account will be disabled and the incident will be reported to law enforcement.</p><p><blockquote>一旦确认存在儿童色情制品，用户的 iCloud 账户将被禁用，并将事件报告给执法部门。</blockquote></p><p> Apple said that the new features will come later this year in updates to its operating software for iPhones, Apple Watches and Macs.</p><p><blockquote>苹果表示，这些新功能将于今年晚些时候在 iPhone、苹果手表和 Mac 的操作软件更新中推出。</blockquote></p><p> <b>Why It Matters:</b>&nbsp;<a href=\"https://laohu8.com/S/AAPL\">Apple</a> has been under pressure from law enforcement around the world to weaken its encryption so that it would help in the investigation of terrorism or child exploitation. The launch of the new features will help to alleviate some of those concerns.</p><p><blockquote><b>为什么重要：</b> <a href=\"https://laohu8.com/S/AAPL\">苹果</a>一直受到世界各地执法部门的压力，要求削弱其加密，以便有助于调查恐怖主义或剥削儿童。新功能的推出将有助于缓解这些担忧。</blockquote></p><p> However, security experts are worried that the technology could be eventually be expanded to scan phones for other prohibited content. It could also be used by authoritarian governments to spy on dissidents and protestors.</p><p><blockquote>然而，安全专家担心这项技术最终可能会扩展到扫描手机上的其他违禁内容。威权政府也可以利用它对持不同政见者和抗议者进行SPDR标普500指数ETF。</blockquote></p><p> <b>Matthew Green</b>, a cryptography researcher at Johns Hopkins University, warned that the new features will “break the dam” and governments will demand data from everyone.</p><p><blockquote><b>马修·格林</b>约翰-霍普金斯大学（Johns Hopkins University）的一名密码学研究员警告说，新功能将 “打破大坝”，政府将要求每个人都提供数据。</blockquote></p><p> \"[The] problem is that encryption is a powerful tool that provides privacy, and you can’t really have strong privacy while also surveilling every image anyone sends,\" Green said.</p><p><blockquote>“格林说：”[问题在于，加密是一种提供隐私的强大工具，你不可能在拥有强大隐私的同时，还要监控任何人发送的每一张图像。</blockquote></p><p>   Whoever controls this list can search for whatever content they want on your phone, and you don’t really have any way to know what’s on that list because it’s invisible to you (and just a bunch of opaque numbers, even if you hack into your phone to get the list.)    — Matthew Green (@matthew_d_green)&nbsp;August 5, 2021  <b>Price Action</b>: Apple shares closed less than 0.1% higher in Thursday’s regular trading session at $147.06, but declined 0.11% in the after-hours session to $146.90.</p><p><blockquote>控制这份列表的人可以在你的手机上搜索他们想要的任何内容，而你真的没有办法知道那份列表上有什么，因为你看不到它（即使你侵入手机获取列表，也只是一堆不透明的数字）。- 马修-格林（@matthew_d_green）2021 年 8 月 5 日<b>价格行为</b>: 苹果股价在周四的常规交易时段收盘上涨不到0.1%，报147.06美元，但在盘后交易时段下跌0.11%，报146.90美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167569709","content_text":"Apple has introduced new features to detect child sexual abuse content on iPhones in the U.S., but the move is worrying experts.\nWhat Happened: Apple said Thursday that a new system will detect images of child exploitation called Child Sexual Abuse Material (CSAM) and match the image against a database of hashes provided by the National Center for Missing and Exploited Children (NCMEC) and other child safety organizations.\nThe matching process is done on the user’s iPhone before the image is uploaded to the iCloud. If a matching image is found, it will be manually reviewed.\nOn confirmation of child pornography, the user’s iCloud account will be disabled and the incident will be reported to law enforcement.\nApple said that the new features will come later this year in updates to its operating software for iPhones, Apple Watches and Macs.\nWhy It Matters: Apple has been under pressure from law enforcement around the world to weaken its encryption so that it would help in the investigation of terrorism or child exploitation. The launch of the new features will help to alleviate some of those concerns.\nHowever, security experts are worried that the technology could be eventually be expanded to scan phones for other prohibited content. It could also be used by authoritarian governments to spy on dissidents and protestors.\nMatthew Green, a cryptography researcher at Johns Hopkins University, warned that the new features will “break the dam” and governments will demand data from everyone.\n\"[The] problem is that encryption is a powerful tool that provides privacy, and you can’t really have strong privacy while also surveilling every image anyone sends,\" Green said.\n\n Whoever controls this list can search for whatever content they want on your phone, and you don’t really have any way to know what’s on that list because it’s invisible to you (and just a bunch of opaque numbers, even if you hack into your phone to get the list.)\n\n\n — Matthew Green (@matthew_d_green) August 5, 2021\n\nPrice Action: Apple shares closed less than 0.1% higher in Thursday’s regular trading session at $147.06, but declined 0.11% in the after-hours session to $146.90.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374330984,"gmtCreate":1619416731648,"gmtModify":1634273645056,"author":{"id":"3578361458056498","authorId":"3578361458056498","name":"TCju","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578361458056498","idStr":"3578361458056498"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374330984","repostId":"2130394024","repostType":2,"isVote":1,"tweetType":1,"viewCount":2871,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374397293,"gmtCreate":1619416665812,"gmtModify":1634273645416,"author":{"id":"3578361458056498","authorId":"3578361458056498","name":"TCju","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578361458056498","idStr":"3578361458056498"},"themes":[],"title":"","htmlText":"Cloud grow?","listText":"Cloud grow?","text":"Cloud grow?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374397293","repostId":"2129365335","repostType":2,"isVote":1,"tweetType":1,"viewCount":2770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374394920,"gmtCreate":1619416584960,"gmtModify":1634273646218,"author":{"id":"3578361458056498","authorId":"3578361458056498","name":"TCju","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578361458056498","idStr":"3578361458056498"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374394920","repostId":"1150006980","repostType":2,"isVote":1,"tweetType":1,"viewCount":2493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343637857,"gmtCreate":1617712046879,"gmtModify":1634296991685,"author":{"id":"3578361458056498","authorId":"3578361458056498","name":"TCju","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578361458056498","idStr":"3578361458056498"},"themes":[],"title":"","htmlText":"Hold?","listText":"Hold?","text":"Hold?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343637857","repostId":"2125794787","repostType":2,"isVote":1,"tweetType":1,"viewCount":2369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359511417,"gmtCreate":1616412080739,"gmtModify":1634525992905,"author":{"id":"3578361458056498","authorId":"3578361458056498","name":"TCju","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578361458056498","idStr":"3578361458056498"},"themes":[],"title":"","htmlText":"Microsoft? Facebook?","listText":"Microsoft? Facebook?","text":"Microsoft? Facebook?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359511417","repostId":"1162978648","repostType":2,"repost":{"id":"1162978648","kind":"news","pubTimestamp":1616407258,"share":"https://www.laohunote.com/m/news/1162978648?lang=zh_CN&edition=full","pubTime":"2021-03-22 18:00","market":"us","language":"en","title":"Big Insider Stock Buys at Microsoft, Lowe’s, and Walmart<blockquote>微软、劳氏和沃尔玛的大量内部人士买入股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1162978648","media":"Barrons","summary":"As the stock market rose to record levels in recent weeks, insiders at some large companies have mad","content":"<p>As the stock market rose to record levels in recent weeks, insiders at some large companies have made large purchases of stock.</p><p><blockquote>随着最近几周股市升至创纪录水平，一些大公司的内部人士大量购买股票。</blockquote></p><p> Directors atMicrosoft(ticker: MSFT), Lowe’s (LOW), andWalmart(WMT), and an executive atKeurig Dr Pepper(KDP) have made million-dollar open-market purchases of stock. For all of them, it was their first stock purchases as company insiders on the open market.</p><p><blockquote>微软（股票代码：MSFT）、劳氏（LOW）和沃尔玛（WMT）的董事，以及Keurig Dr Pepper（KDP）的一名高管，都在公开市场上购买了价值数百万美元的股票。对他们所有人来说，这是他们作为公司内部人士第一次在公开市场上购买股票。</blockquote></p><p> Emma Walmsley paid $1 million on March 10 for 4,300 Microsoft shares, an average per-share price of $236.80. She now owns 5,026 shares of the software giant,according to a formshe filed with the Securities and Exchange Commission. Walmsley, the CEO of GlaxoSmithKline (GSK),joined Microsoft’s boardin December 2019.</p><p><blockquote>Emma Walmsley 于 3 月 10 日支付 100 万美元购买了 4,300 股微软股票，平均每股价格为 236.80 美元。根据她向美国证券交易委员会提交的表格， 她现在拥有这家软件巨头的 5,026 股股票。葛兰素史克（GSK）首席执行官沃姆斯利于2019年12月加入微软董事会。</blockquote></p><p> Microsoft stock has gained 3.6% year to date, compared with the 4.2% rise in theS&amp;P 500 index,a broad measure of the market. Microsoft’searnings have been strong. Earlier this month, an analyst wrote anupbeat reportabout the shares.</p><p><blockquote>微软股价今年迄今已上涨 3.6%，而标准普尔 500 指数（衡量市场的广泛指标）则上涨了 4.2%。微软的searnings一直很强劲。本月早些时候，一位分析师撰写了一份关于该股的 Upbeat 报告。</blockquote></p><p> Walmsley declined to comment on her recent purchase of Microsoft stock beyond the filing.</p><p><blockquote>沃姆斯利拒绝就她最近在文件之外购买微软股票一事发表评论。</blockquote></p><p> David Batchelderpaid $1 million for 6,250 Lowe’s shareson Feb. 26, a per-share average price of $159.48. He made the purchases through a trust that now owns 28,250 shares of the home-improvement retailer.</p><p><blockquote>2 月 26 日，David Batchelder 斥资 100 万美元购买了 6250 股 Lowe's 股票，每股平均价格为 159.48 美元。他通过一家信托基金进行了购买，该信托基金目前拥有这家家装零售商的 28,250 股股票。</blockquote></p><p> Batchelder, aLowe’s director since 2018, was a founder, principal, and member of the investment committee at Relational Investor. Lowe’s didn’t respond to a request to make him available for comment on his stock purchase.</p><p><blockquote>Batchelder 自 2018 年起担任 aLowe 董事，是 Relational Investor 的创始人、负责人和投资委员会成员。劳氏公司没有回应就其购买股票一事发表评论的请求。</blockquote></p><p> Lowe’s stock has risen 11.8% so far in 2021. Shares have performed well during the coronavirus pandemic, and at least one analyst thinks Lowe’s stock can riseas the economy reopens. Ahousing recoverylooks set to benefit the retailer as well.</p><p><blockquote>2021 年迄今为止，Lowe 的股价已上涨 11.8%。在冠状病毒大流行期间，劳氏的股价表现良好，至少有一位分析师认为，如果经济重新开放，劳氏的股价可能会上涨。住房复苏看起来也将使零售商受益。</blockquote></p><p> Randall Stephenson &nbsp;joined Walmart’s board, effective March 3. Less than a week later, on March 8, hepaid $1 million for 7,725 sharesof the retailing giant, a per-share average price of $129.63.</p><p><blockquote>兰德尔-斯蒂芬森（Randall Stephenson）于 3 月 3 日加入沃尔玛董事会。不到一周后，即 3 月 8 日，他斥资 100 万美元购买了这家零售巨头的 7,725 股股票，每股平均价格为 129.63 美元。</blockquote></p><p> Walmart didn’t respond to a request to make Stephenson, a former chairman and CEO of AT&amp;T (T), available for comment on his stock purchase.</p><p><blockquote>沃尔玛没有回应美国电话电报公司（T）前董事长兼首席执行官斯蒂芬森就其购买股票一事发表评论的请求。</blockquote></p><p> Walmart stock has slipped 8.6% so far in 2021.Mixed fourth-quarter earnings, reported in February, sent shares sliding. We’ve noted that Walmart could make abig splash in bankingsoon.</p><p><blockquote>2021 年迄今为止，沃尔玛股价已下跌 8.6%。二月份公布的第四季度盈利好坏参半，导致股价下滑。我们注意到，沃尔玛可能很快就会在银行业大放异彩。</blockquote></p><p> Justin Whitmorejoined Keurig Dr Peppereffective March 1 as chief strategy officer. Two weeks later, on March 15, Whitmorepaid $1.2 million for 37,384 sharesof the beverage company, an average price of $33.30 each.</p><p><blockquote>贾斯汀·惠特莫尔 (Justin Whitmore) 于 3 月 1 日加入 Keurig Dr Pepper Effective，担任首席战略官。两周后，即 3 月 15 日，惠特莫尔斥资 120 万美元购买了这家饮料公司的 37,384 股股票，平均价格为每股 33.30 美元。</blockquote></p><p> Keurig Dr Pepper didn’t respond to a request to make Whitmore available for comment on his stock purchase.</p><p><blockquote>Keurig Dr Pepper 没有回应让惠特莫尔就其购买股票一事发表评论的请求。</blockquote></p><p> Shares have gained 6.7% so far in 2021. After amixed fourth-quarter reportin January, Keurig Dr Pepper CEO Robert Gamgort pointed to the company’s “strong market execution across our entire portfolio.” Earlier this month, an analystdowngraded Keurig Dr Pepper stockto Equal Weight from Overweight, and wrote that the valuation was “no longer compelling.”</p><p><blockquote>2021 年迄今为止，股价已上涨 6.7%。在 1 月份公布了喜忧参半的第四季度报告后，Keurig Dr Pepper 首席执行官罗伯特-加姆戈特（Robert Gamgort）指出，该公司 “整个产品组合的市场执行力强劲”。本月早些时候，一位分析师将 Keurig Dr Pepper 股票的评级从跑赢大盘下调至同等权重，并写道估值 “不再有说服力”。</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>Big Insider Stock Buys at Microsoft, Lowe’s, and Walmart<blockquote>微软、劳氏和沃尔玛的大量内部人士买入股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBig Insider Stock Buys at Microsoft, Lowe’s, and Walmart<blockquote>微软、劳氏和沃尔玛的大量内部人士买入股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-03-22 18:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As the stock market rose to record levels in recent weeks, insiders at some large companies have made large purchases of stock.</p><p><blockquote>随着最近几周股市升至创纪录水平，一些大公司的内部人士大量购买股票。</blockquote></p><p> Directors atMicrosoft(ticker: MSFT), Lowe’s (LOW), andWalmart(WMT), and an executive atKeurig Dr Pepper(KDP) have made million-dollar open-market purchases of stock. For all of them, it was their first stock purchases as company insiders on the open market.</p><p><blockquote>微软（股票代码：MSFT）、劳氏（LOW）和沃尔玛（WMT）的董事，以及Keurig Dr Pepper（KDP）的一名高管，都在公开市场上购买了价值数百万美元的股票。对他们所有人来说，这是他们作为公司内部人士第一次在公开市场上购买股票。</blockquote></p><p> Emma Walmsley paid $1 million on March 10 for 4,300 Microsoft shares, an average per-share price of $236.80. She now owns 5,026 shares of the software giant,according to a formshe filed with the Securities and Exchange Commission. Walmsley, the CEO of GlaxoSmithKline (GSK),joined Microsoft’s boardin December 2019.</p><p><blockquote>Emma Walmsley 于 3 月 10 日支付 100 万美元购买了 4,300 股微软股票，平均每股价格为 236.80 美元。根据她向美国证券交易委员会提交的表格， 她现在拥有这家软件巨头的 5,026 股股票。葛兰素史克（GSK）首席执行官沃姆斯利于2019年12月加入微软董事会。</blockquote></p><p> Microsoft stock has gained 3.6% year to date, compared with the 4.2% rise in theS&amp;P 500 index,a broad measure of the market. Microsoft’searnings have been strong. Earlier this month, an analyst wrote anupbeat reportabout the shares.</p><p><blockquote>微软股价今年迄今已上涨 3.6%，而标准普尔 500 指数（衡量市场的广泛指标）则上涨了 4.2%。微软的searnings一直很强劲。本月早些时候，一位分析师撰写了一份关于该股的 Upbeat 报告。</blockquote></p><p> Walmsley declined to comment on her recent purchase of Microsoft stock beyond the filing.</p><p><blockquote>沃姆斯利拒绝就她最近在文件之外购买微软股票一事发表评论。</blockquote></p><p> David Batchelderpaid $1 million for 6,250 Lowe’s shareson Feb. 26, a per-share average price of $159.48. He made the purchases through a trust that now owns 28,250 shares of the home-improvement retailer.</p><p><blockquote>2 月 26 日，David Batchelder 斥资 100 万美元购买了 6250 股 Lowe's 股票，每股平均价格为 159.48 美元。他通过一家信托基金进行了购买，该信托基金目前拥有这家家装零售商的 28,250 股股票。</blockquote></p><p> Batchelder, aLowe’s director since 2018, was a founder, principal, and member of the investment committee at Relational Investor. Lowe’s didn’t respond to a request to make him available for comment on his stock purchase.</p><p><blockquote>Batchelder 自 2018 年起担任 aLowe 董事，是 Relational Investor 的创始人、负责人和投资委员会成员。劳氏公司没有回应就其购买股票一事发表评论的请求。</blockquote></p><p> Lowe’s stock has risen 11.8% so far in 2021. Shares have performed well during the coronavirus pandemic, and at least one analyst thinks Lowe’s stock can riseas the economy reopens. Ahousing recoverylooks set to benefit the retailer as well.</p><p><blockquote>2021 年迄今为止，Lowe 的股价已上涨 11.8%。在冠状病毒大流行期间，劳氏的股价表现良好，至少有一位分析师认为，如果经济重新开放，劳氏的股价可能会上涨。住房复苏看起来也将使零售商受益。</blockquote></p><p> Randall Stephenson &nbsp;joined Walmart’s board, effective March 3. Less than a week later, on March 8, hepaid $1 million for 7,725 sharesof the retailing giant, a per-share average price of $129.63.</p><p><blockquote>兰德尔-斯蒂芬森（Randall Stephenson）于 3 月 3 日加入沃尔玛董事会。不到一周后，即 3 月 8 日，他斥资 100 万美元购买了这家零售巨头的 7,725 股股票，每股平均价格为 129.63 美元。</blockquote></p><p> Walmart didn’t respond to a request to make Stephenson, a former chairman and CEO of AT&amp;T (T), available for comment on his stock purchase.</p><p><blockquote>沃尔玛没有回应美国电话电报公司（T）前董事长兼首席执行官斯蒂芬森就其购买股票一事发表评论的请求。</blockquote></p><p> Walmart stock has slipped 8.6% so far in 2021.Mixed fourth-quarter earnings, reported in February, sent shares sliding. We’ve noted that Walmart could make abig splash in bankingsoon.</p><p><blockquote>2021 年迄今为止，沃尔玛股价已下跌 8.6%。二月份公布的第四季度盈利好坏参半，导致股价下滑。我们注意到，沃尔玛可能很快就会在银行业大放异彩。</blockquote></p><p> Justin Whitmorejoined Keurig Dr Peppereffective March 1 as chief strategy officer. Two weeks later, on March 15, Whitmorepaid $1.2 million for 37,384 sharesof the beverage company, an average price of $33.30 each.</p><p><blockquote>贾斯汀·惠特莫尔 (Justin Whitmore) 于 3 月 1 日加入 Keurig Dr Pepper Effective，担任首席战略官。两周后，即 3 月 15 日，惠特莫尔斥资 120 万美元购买了这家饮料公司的 37,384 股股票，平均价格为每股 33.30 美元。</blockquote></p><p> Keurig Dr Pepper didn’t respond to a request to make Whitmore available for comment on his stock purchase.</p><p><blockquote>Keurig Dr Pepper 没有回应让惠特莫尔就其购买股票一事发表评论的请求。</blockquote></p><p> Shares have gained 6.7% so far in 2021. After amixed fourth-quarter reportin January, Keurig Dr Pepper CEO Robert Gamgort pointed to the company’s “strong market execution across our entire portfolio.” Earlier this month, an analystdowngraded Keurig Dr Pepper stockto Equal Weight from Overweight, and wrote that the valuation was “no longer compelling.”</p><p><blockquote>2021 年迄今为止，股价已上涨 6.7%。在 1 月份公布了喜忧参半的第四季度报告后，Keurig Dr Pepper 首席执行官罗伯特-加姆戈特（Robert Gamgort）指出，该公司 “整个产品组合的市场执行力强劲”。本月早些时候，一位分析师将 Keurig Dr Pepper 股票的评级从跑赢大盘下调至同等权重，并写道估值 “不再有说服力”。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/big-insider-stock-buys-microsoft-lowes-walmart-keurig-51616191237?mod=RTA\">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":{"LOW":"劳氏","MSFT":"微软","WMT":"沃尔玛"},"source_url":"https://www.barrons.com/articles/big-insider-stock-buys-microsoft-lowes-walmart-keurig-51616191237?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162978648","content_text":"As the stock market rose to record levels in recent weeks, insiders at some large companies have made large purchases of stock.\nDirectors atMicrosoft(ticker: MSFT), Lowe’s (LOW), andWalmart(WMT), and an executive atKeurig Dr Pepper(KDP) have made million-dollar open-market purchases of stock. For all of them, it was their first stock purchases as company insiders on the open market.\nEmma Walmsley paid $1 million on March 10 for 4,300 Microsoft shares, an average per-share price of $236.80. She now owns 5,026 shares of the software giant,according to a formshe filed with the Securities and Exchange Commission. Walmsley, the CEO of GlaxoSmithKline (GSK),joined Microsoft’s boardin December 2019.\nMicrosoft stock has gained 3.6% year to date, compared with the 4.2% rise in theS&P 500 index,a broad measure of the market. Microsoft’searnings have been strong. Earlier this month, an analyst wrote anupbeat reportabout the shares.\nWalmsley declined to comment on her recent purchase of Microsoft stock beyond the filing.\nDavid Batchelderpaid $1 million for 6,250 Lowe’s shareson Feb. 26, a per-share average price of $159.48. He made the purchases through a trust that now owns 28,250 shares of the home-improvement retailer.\nBatchelder, aLowe’s director since 2018, was a founder, principal, and member of the investment committee at Relational Investor. Lowe’s didn’t respond to a request to make him available for comment on his stock purchase.\nLowe’s stock has risen 11.8% so far in 2021. Shares have performed well during the coronavirus pandemic, and at least one analyst thinks Lowe’s stock can riseas the economy reopens. Ahousing recoverylooks set to benefit the retailer as well.\nRandall Stephenson  joined Walmart’s board, effective March 3. Less than a week later, on March 8, hepaid $1 million for 7,725 sharesof the retailing giant, a per-share average price of $129.63.\nWalmart didn’t respond to a request to make Stephenson, a former chairman and CEO of AT&T (T), available for comment on his stock purchase.\nWalmart stock has slipped 8.6% so far in 2021.Mixed fourth-quarter earnings, reported in February, sent shares sliding. We’ve noted that Walmart could make abig splash in bankingsoon.\nJustin Whitmorejoined Keurig Dr Peppereffective March 1 as chief strategy officer. Two weeks later, on March 15, Whitmorepaid $1.2 million for 37,384 sharesof the beverage company, an average price of $33.30 each.\nKeurig Dr Pepper didn’t respond to a request to make Whitmore available for comment on his stock purchase.\nShares have gained 6.7% so far in 2021. After amixed fourth-quarter reportin January, Keurig Dr Pepper CEO Robert Gamgort pointed to the company’s “strong market execution across our entire portfolio.” Earlier this month, an analystdowngraded Keurig Dr Pepper stockto Equal Weight from Overweight, and wrote that the valuation was “no longer compelling.”","news_type":1,"symbols_score_info":{"LOW":0.9,"MSFT":0.9,"WMT":0.9}},"isVote":1,"tweetType":1,"viewCount":2437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324887849,"gmtCreate":1615983224181,"gmtModify":1703495896951,"author":{"id":"3578361458056498","authorId":"3578361458056498","name":"TCju","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578361458056498","idStr":"3578361458056498"},"themes":[],"title":"","htmlText":"Tesla VW?","listText":"Tesla VW?","text":"Tesla VW?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324887849","repostId":"2120866841","repostType":2,"isVote":1,"tweetType":1,"viewCount":2796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325396672,"gmtCreate":1615862392396,"gmtModify":1703494133422,"author":{"id":"3578361458056498","authorId":"3578361458056498","name":"TCju","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578361458056498","idStr":"3578361458056498"},"themes":[],"title":"","htmlText":"Which to buy, recommendation&nbsp;","listText":"Which to buy, recommendation&nbsp;","text":"Which to buy, recommendation","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325396672","repostId":"2119094972","repostType":4,"repost":{"id":"2119094972","kind":"highlight","pubTimestamp":1615860566,"share":"https://www.laohunote.com/m/news/2119094972?lang=zh_CN&edition=full","pubTime":"2021-03-16 10:09","market":"us","language":"en","title":"Billions poured into electric-vehicle companies, but much more will be needed before the auto industry changes<blockquote>数十亿美元涌入电动汽车公司，但在汽车行业发生变化之前还需要更多资金</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2119094972","media":"MarketWatch","summary":"‘The writing is on the wall with regard to the long-term EV versus internal combustion debate,’ but ","content":"<p>‘The writing is on the wall with regard to the long-term EV versus internal combustion debate,’ but length of the trip to an electrified future is still a debate</p><p><blockquote>电动汽车与内燃机的长期争论已经板上钉钉，但通往电气化未来的道路长度仍是一个争论</blockquote></p><p> Wall Street and Silicon Valley poured billions of dollars into electric-vehicle and related companies in 2020, betting on their future dominance and in many cases fueling valuations that bear little relation to the companies’ current or expected production and sales.</p><p><blockquote>华尔街和硅谷在 2020 年向电动汽车及相关公司投入了数十亿美元，押注于它们未来的主导地位，并在许多情况下推高了与公司当前或预期生产和销售关系不大的估值。</blockquote></p><p> There is little doubt that the automotive industry is trending toward electric vehicles amid the rise of Tesla Inc.&nbsp;Declining prices and increasing availability of electric vehicles, or EVs; the potential for technology breakthroughs that offer a cheaper, longer-lasting, and faster-to-recharge battery; strides in EV infrastructure, and “green friendly” government initiatives taking root in the U.S. and elsewhere show the likely path.</p><p><blockquote>毫无疑问，随着特斯拉公司的崛起，汽车行业正在向电动汽车发展。电动汽车（EV）的价格下降和供应量增加；技术突破的潜力，提供更便宜、更持久、充电更快的电池；电动汽车基础设施的进步，以及在美国和其他地方扎根的 “绿色友好 ”政府举措，都表明了可能的发展道路。</blockquote></p><p> And what once was an investment universe comprising solely Tesla and a smattering of fuel-cell companies has burgeoned into a subsector combining industrials, tech and transportation, with China as a major driving force both as EV makers’ base market and for EV demand. In total, at least $28 billion was invested in public and private electric-vehicle companies in 2020, according to data from CB Insights and Dow Jones Market Data Group.</p><p><blockquote>曾经仅由特斯拉和少数燃料电池公司组成的投资领域，如今已发展成为一个集工业、科技和交通运输于一体的子行业，而中国既是电动汽车制造商的基础市场，也是电动汽车需求的主要驱动力。根据 CB Insights 和道琼斯市场数据集团的数据，2020 年公共和私营电动汽车公司总共投资了至少 280 亿美元。</blockquote></p><p> “The writing is on the wall with regard to the long-term EV versus internal combustion debate,” said John Mitchell, a partner at Blue Horizon Capital.</p><p><blockquote>“蓝色地平线资本（Blue Horizon Capital）合伙人约翰-米切尔（John Mitchell）说：”关于电动汽车与内燃机的长期争论，墙上写着什么。</blockquote></p><p> In several countries around the world, people will no longer be allowed to purchase internal combustion-engine vehicles within a short decade or two, and global auto makers have realized that “the transition to electrified vehicles is the only way to compete,” he said.</p><p><blockquote>他说，在短短的一二十年内，世界上一些国家将不再允许人们购买内燃机汽车，全球汽车制造商已经意识到 “向电动汽车过渡是竞争的唯一途径”。</blockquote></p><p> Not to be outdone, General Motors Co.,Ford Motor Co.&nbsp;and other legacy auto makers amped investments in EVs and autonomous vehicles, with GM going as far as vowing to phase out internal combustion-engine vehicles within less than 15 years. Tesla, of course, joined the S&amp;P 500 index&nbsp;in 2020 after finally showing consistent profit.New companies such as Nio Inc.NIO,-1.25%,Nikola Corp.,and Fisker Inc.&nbsp;attracted outsize investor attention, and the involvement of special-purpose acquisition companies became nearly common place.</p><p><blockquote>通用汽车公司、福特汽车公司和其他传统汽车制造商也不甘示弱，加大了对电动汽车和自动驾驶汽车的投资，通用汽车甚至发誓要在不到15年的时间内逐步淘汰内燃机汽车。当然，特斯拉在最终表现出持续的利润后，于 2020 年加入了标普500指数。蔚来汽车公司（NIO）、尼古拉公司（Nikola Corp.）和菲斯克公司（Fisker Inc.）等新公司吸引了投资者的极大关注，特殊目的收购公司的参与几乎变得司空见惯。</blockquote></p><p> “The EV party is just beginning, buckle the seat belts,” Wedbush analyst Dan Ives said recently. Recent weakness are short-term “growing pains,” he said.</p><p><blockquote>“Wedbush 分析师丹-艾夫斯（Dan Ives）最近说：”电动汽车派对才刚刚开始，请系好安全带。他说，最近的疲软是短期的 “成长的烦恼”。</blockquote></p><p> That doesn’t mean that the switch from combustion engines to electric cars will take place quickly. Electric cars currently make up around 2% of global auto sales, and estimates for a future market share vary from a low-end forecast of 10% to 20% of cars sold by 2030 to as much as two-thirds of the market by that time.</p><p><blockquote>这并不意味着从内燃机向电动汽车的转变会很快发生。电动汽车目前约占全球汽车销量的 2%，对未来市场份额的估计各不相同，从到 2030 年汽车销量的 10% 至 20% 的低端预测，到届时将占据多达三分之二的市场。</blockquote></p><p> Much more money will be needed to fund the switch, despite the billions that already found its way to EV-related investments. A recent note from B. of A. Securities put a price tag on a future EV “revolution,” saying that funding that change is still a “tremendous hurdle.”</p><p><blockquote>尽管数十亿美元已经用于与电动汽车相关的投资，但仍需要更多的资金来资助这一转变。B. of A. Securities 最近的一份报告为未来的电动汽车 “革命 ”标明了价格，称为这一变革提供资金仍然是一个 “巨大的障碍”。</blockquote></p><p> Extrapolating from the relationship between Tesla’s capital raises and its capacity to make vehicles, the B. of A. analysts calculated that a shift to a 100% EV world would need more than $2.5 trillion in investments, coming from the companies, investors and governments across the world.</p><p><blockquote>根据特斯拉的资本筹集与其汽车制造能力之间的关系，A. 的 B. 分析师计算出，要向 100% 电动汽车世界转变，需要来自世界各地公司、投资者和政府的超过 2.5 万亿美元的投资。</blockquote></p><p> Recent capital raises by EV and related companies through the SPACs, or “blank-check” companies, “may be just a beginning,” they said.</p><p><blockquote>他们说，电动汽车及相关公司最近通过 SPAC 或 “空白支票 ”公司筹集资金，“可能只是一个开始”。</blockquote></p><p> <b>‘Hyper growth’ in EV and renewables</b></p><p><blockquote><b>电动汽车和可再生能源的“高速增长”</b></blockquote></p><p> The heightened interest in EV and related stocks has led to concerns about a bubble.</p><p><blockquote>人们对电动汽车及相关股票的兴趣日益浓厚，引发了人们对泡沫的担忧。</blockquote></p><p> At a recent JPMorgan virtual investor conference, head of global research Joyce Chang and others told the audience that they were not seeing “a broad equity market bubble,” but that “certain pockets” of the market were experiencing “hyper growth, such as electric vehicles and renewables.”</p><p><blockquote>在最近举行的摩根大通虚拟投资者会议上，全球研究主管乔伊斯-张（Joyce Chang）等人告诉听众，他们没有看到 “广泛的股市泡沫”，但 “某些市场领域 ”正在经历 “高速增长，如电动汽车和可再生能源”。</blockquote></p><p> Bubbles, of course, are easy to spot — in hindsight. It remains to be seen whether the current influx of money and attention to EV companies, as well as to autonomous vehicles and AV-adjacent companies, will resemble the short-lived notice paid to cloud-computing companies half a decade ago, or the early aughts’ spotlight on fuel-cell companies, several of which — 20 years later — have still not returned to record highs established then.</p><p><blockquote>当然，事后看来，泡沫很容易被发现。目前涌入电动汽车公司、自动驾驶汽车和AV相关公司的资金和注意力，是否会像五年前对云计算公司的短暂关注一样，或者像早期对燃料电池公司的关注一样，还有待观察。</blockquote></p><p> The JPMorgan analysts reminded the audience that EV, renewables and “innovation” stocks make up a small percentage of the broader equity market, with EVs only around 2% of the S&amp;P 500.</p><p><blockquote>摩根大通分析师提醒听众，电动汽车、可再生能源和 “创新 ”股票在更广泛的股票市场中所占比例很小，电动汽车仅占标普500的 2% 左右。</blockquote></p><p> Boding well for the future, however, Blue Horizon’s Mitchell pointed to the increasing quality and technical improvements for EVs.</p><p><blockquote>不过，蓝色地平线公司的米切尔指出，电动汽车的质量和技术不断提高，这预示着未来的好兆头。</blockquote></p><p> “Battery life is only going to be extended and with the trillions being invested globally by all those supporting the electrification of the transportation system the infrastructure for widespread adoption and usage of EV technology is only going to increase,” he said.</p><p><blockquote>“他说：”电池寿命只会延长，随着所有支持交通系统电气化的人在全球投资数万亿美元，电动汽车技术广泛采用和使用的基础设施只会增加。</blockquote></p><p></p><p> Analysts at UBS forecast that global auto makers’ revenues from EVs are going to shift to $1.16 trillion by year 2030, from $182 billion today.</p><p><blockquote>瑞银（UBS）分析师预测，到 2030 年，全球汽车制造商的电动汽车收入将从目前的 1820 亿美元增至 1.16 万亿美元。</blockquote></p><p> Conversely, revenue from ICE vehicles, at $1.77 trillion today, will dwindle to $1.07 trillion. Revenues for software will make an even bigger slice of that revenue pie by 2030, at nearly $2 trillion.</p><p><blockquote>相反，内燃机车辆的收入目前为 1.77 万亿美元，将减少至 1.07 万亿美元。到 2030 年，软件收入将在收入蛋糕中占据更大的份额，达到近 2 万亿美元。</blockquote></p><p> Here’s the UBS chart, in billions:</p><p><blockquote>以下是瑞银的图表，单位为十亿：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d50358ca5183ce3798dcd48c2d4d479f\" tg-width=\"1260\" tg-height=\"565\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>A company or a business plan?</b></p><p><blockquote><b>公司还是商业计划？</b></blockquote></p><p> Blank-check companies have been around for a long time, but took on a larger role in U.S. investing last year, when there were more initial public offerings through special-purpose acquisition companies than all other years combined, Garrett Nelson at CFRA said in a recent note.</p><p><blockquote>CFRA 的加勒特·纳尔逊 (Garrett Nelson) 在最近的一份报告中表示，空白支票公司已经存在很长时间了，但去年在美国投资中发挥了更大的作用，当时通过特殊目的收购公司进行的首次公开募股比其他所有年份的总和还要多。</blockquote></p><p> Activity in 2021 is on track to exceed last year’s “by a wide margin,” and some of the largest SPAC deals are again likely to be in the “burgeoning electric and autonomous vehicle (EV/AV) space,” he said.</p><p><blockquote>他说，2021 年的活动有望 “大幅度 ”超过去年，一些最大的 SPAC 交易可能会再次出现在 “新兴的电动和自动驾驶汽车（EV/AV）领域”。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/341d62db385f1b98b0032b7a2f54ff9a\" tg-width=\"1260\" tg-height=\"857\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Some of the companies popping in “resemble business plans rather more than revenue- or profit-generating businesses,” but there’s reason for optimism, Nelson said.</p><p><blockquote>尼尔森说，一些突然出现的公司 “更像是商业计划，而不是创收或创利的企业”，但我们有理由感到乐观。</blockquote></p><p> The CFRA analyst singled out Fisker, Lucid Motors, which&nbsp;plans to go public via a SPAC merger with Churchill Capital Corp. IV&nbsp;and privately held electric-truck maker Rivian as companies that are better positioned than others.</p><p><blockquote>CFRA 分析师特别指出 Fisker、Lucid Motors（计划通过与 Churchill Capital Corp. IV 进行 SPAC 合并而上市）和私营电动卡车制造商Rivian是比其他公司定位更好的公司。</blockquote></p><p> Tesla, of course, has established a first-mover advantage widely viewed as substantial.</p><p><blockquote>当然，特斯拉已经建立了被广泛认为是巨大的先发优势。</blockquote></p><p> The UBS analysts calculate that Tesla has a cost advantage around $1,000 to $2,000 per electric vehicle over other auto makers, although competition is increasing. Volkswagen AG’s&nbsp;MEB platform, the auto maker’s building block for its electric vehicles, is already “fully cost competitive” with Tesla.</p><p><blockquote>瑞银分析师计算出，尽管竞争正在加剧，但特斯拉每辆电动汽车比其他汽车制造商拥有约 1,000 至 2,000 美元的成本优势。大众汽车公司（Volkswagen AG）的 MEB 平台是该汽车制造商电动汽车的基石，该平台已经与特斯拉 “完全具有成本竞争力”。</blockquote></p><p> VW, the No. 2 auto maker in the world, still lags behind in terms of battery costs, with Tesla likely to keep its price advantage in the battery space due to its vertical integration and technology advances, they said. Still, they see that large legacy auto makers such as VW would be able to reach an EV manufacturing cost and margin parity in four years.</p><p><blockquote>他们表示，全球第二大汽车制造商大众汽车在电池成本方面仍然落后，而特斯拉由于其垂直整合和技术进步，可能会保持其在电池领域的价格优势。尽管如此，他们认为大众等大型传统汽车制造商将能够在四年内实现电动汽车制造成本和利润率的平价。</blockquote></p><p> <b>EVs, not AVs, could be the real game-changer</b></p><p><blockquote><b>电动汽车，而不是 AV，可能是真正的游戏规则改变者</b></blockquote></p><p> Related to investor’s inflows to electric-vehicle makers is the interest generated by lidar, batteries, sensors and other components hailed as key to autonomous vehicles.</p><p><blockquote>与投资者流入电动汽车制造商相关的是激光雷达、电池、传感器和其他被誉为自动驾驶汽车关键的零部件所引起的兴趣。</blockquote></p><p> Full autonomy has been proven to be a stubborn and costly problem to solve, with regulatory and technological hurdles aplenty.</p><p><blockquote>事实证明，完全自主权是一个难以解决且成本高昂的问题，存在大量监管和技术障碍。</blockquote></p><p> Despite lofty goals, most cars on the road today offer advanced driver-assistance systems that are not dramatically different from previous years’ systems and still far from being the game-changer they are expected to be for lives and economies in a not-so-distant future.</p><p><blockquote>尽管目标远大，但如今道路上的大多数汽车都配备了先进的驾驶辅助系统，这些系统与前几年的系统并没有太大区别，而且距离在不久的将来改变生活和经济的游戏规则还有很长的路要走。</blockquote></p><p> For now, auto makers are mostly focusing on partial autonomy and ADAS offerings that can be commercialized in the short term, with EVs pulling ahead in terms of consumer interest and regulatory push.</p><p><blockquote>目前，汽车制造商主要关注可以在短期内商业化的部分自动驾驶和 ADAS 产品，其中电动汽车在消费者兴趣和监管推动方面处于领先地位。</blockquote></p><p> “EVs are simply a better product,” Blue Horizon’s Mitchell said.</p><p><blockquote>“蓝色地平线公司的米切尔说：”电动汽车只是一种更好的产品。</blockquote></p><p></p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Billions poured into electric-vehicle companies, but much more will be needed before the auto industry changes<blockquote>数十亿美元涌入电动汽车公司，但在汽车行业发生变化之前还需要更多资金</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\">\nBillions poured into electric-vehicle companies, but much more will be needed before the auto industry changes<blockquote>数十亿美元涌入电动汽车公司，但在汽车行业发生变化之前还需要更多资金</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-03-16 10:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p>‘The writing is on the wall with regard to the long-term EV versus internal combustion debate,’ but length of the trip to an electrified future is still a debate</p><p><blockquote>电动汽车与内燃机的长期争论已经板上钉钉，但通往电气化未来的道路长度仍是一个争论</blockquote></p><p> Wall Street and Silicon Valley poured billions of dollars into electric-vehicle and related companies in 2020, betting on their future dominance and in many cases fueling valuations that bear little relation to the companies’ current or expected production and sales.</p><p><blockquote>华尔街和硅谷在 2020 年向电动汽车及相关公司投入了数十亿美元，押注于它们未来的主导地位，并在许多情况下推高了与公司当前或预期生产和销售关系不大的估值。</blockquote></p><p> There is little doubt that the automotive industry is trending toward electric vehicles amid the rise of Tesla Inc.&nbsp;Declining prices and increasing availability of electric vehicles, or EVs; the potential for technology breakthroughs that offer a cheaper, longer-lasting, and faster-to-recharge battery; strides in EV infrastructure, and “green friendly” government initiatives taking root in the U.S. and elsewhere show the likely path.</p><p><blockquote>毫无疑问，随着特斯拉公司的崛起，汽车行业正在向电动汽车发展。电动汽车（EV）的价格下降和供应量增加；技术突破的潜力，提供更便宜、更持久、充电更快的电池；电动汽车基础设施的进步，以及在美国和其他地方扎根的 “绿色友好 ”政府举措，都表明了可能的发展道路。</blockquote></p><p> And what once was an investment universe comprising solely Tesla and a smattering of fuel-cell companies has burgeoned into a subsector combining industrials, tech and transportation, with China as a major driving force both as EV makers’ base market and for EV demand. In total, at least $28 billion was invested in public and private electric-vehicle companies in 2020, according to data from CB Insights and Dow Jones Market Data Group.</p><p><blockquote>曾经仅由特斯拉和少数燃料电池公司组成的投资领域，如今已发展成为一个集工业、科技和交通运输于一体的子行业，而中国既是电动汽车制造商的基础市场，也是电动汽车需求的主要驱动力。根据 CB Insights 和道琼斯市场数据集团的数据，2020 年公共和私营电动汽车公司总共投资了至少 280 亿美元。</blockquote></p><p> “The writing is on the wall with regard to the long-term EV versus internal combustion debate,” said John Mitchell, a partner at Blue Horizon Capital.</p><p><blockquote>“蓝色地平线资本（Blue Horizon Capital）合伙人约翰-米切尔（John Mitchell）说：”关于电动汽车与内燃机的长期争论，墙上写着什么。</blockquote></p><p> In several countries around the world, people will no longer be allowed to purchase internal combustion-engine vehicles within a short decade or two, and global auto makers have realized that “the transition to electrified vehicles is the only way to compete,” he said.</p><p><blockquote>他说，在短短的一二十年内，世界上一些国家将不再允许人们购买内燃机汽车，全球汽车制造商已经意识到 “向电动汽车过渡是竞争的唯一途径”。</blockquote></p><p> Not to be outdone, General Motors Co.,Ford Motor Co.&nbsp;and other legacy auto makers amped investments in EVs and autonomous vehicles, with GM going as far as vowing to phase out internal combustion-engine vehicles within less than 15 years. Tesla, of course, joined the S&amp;P 500 index&nbsp;in 2020 after finally showing consistent profit.New companies such as Nio Inc.NIO,-1.25%,Nikola Corp.,and Fisker Inc.&nbsp;attracted outsize investor attention, and the involvement of special-purpose acquisition companies became nearly common place.</p><p><blockquote>通用汽车公司、福特汽车公司和其他传统汽车制造商也不甘示弱，加大了对电动汽车和自动驾驶汽车的投资，通用汽车甚至发誓要在不到15年的时间内逐步淘汰内燃机汽车。当然，特斯拉在最终表现出持续的利润后，于 2020 年加入了标普500指数。蔚来汽车公司（NIO）、尼古拉公司（Nikola Corp.）和菲斯克公司（Fisker Inc.）等新公司吸引了投资者的极大关注，特殊目的收购公司的参与几乎变得司空见惯。</blockquote></p><p> “The EV party is just beginning, buckle the seat belts,” Wedbush analyst Dan Ives said recently. Recent weakness are short-term “growing pains,” he said.</p><p><blockquote>“Wedbush 分析师丹-艾夫斯（Dan Ives）最近说：”电动汽车派对才刚刚开始，请系好安全带。他说，最近的疲软是短期的 “成长的烦恼”。</blockquote></p><p> That doesn’t mean that the switch from combustion engines to electric cars will take place quickly. Electric cars currently make up around 2% of global auto sales, and estimates for a future market share vary from a low-end forecast of 10% to 20% of cars sold by 2030 to as much as two-thirds of the market by that time.</p><p><blockquote>这并不意味着从内燃机向电动汽车的转变会很快发生。电动汽车目前约占全球汽车销量的 2%，对未来市场份额的估计各不相同，从到 2030 年汽车销量的 10% 至 20% 的低端预测，到届时将占据多达三分之二的市场。</blockquote></p><p> Much more money will be needed to fund the switch, despite the billions that already found its way to EV-related investments. A recent note from B. of A. Securities put a price tag on a future EV “revolution,” saying that funding that change is still a “tremendous hurdle.”</p><p><blockquote>尽管数十亿美元已经用于与电动汽车相关的投资，但仍需要更多的资金来资助这一转变。B. of A. Securities 最近的一份报告为未来的电动汽车 “革命 ”标明了价格，称为这一变革提供资金仍然是一个 “巨大的障碍”。</blockquote></p><p> Extrapolating from the relationship between Tesla’s capital raises and its capacity to make vehicles, the B. of A. analysts calculated that a shift to a 100% EV world would need more than $2.5 trillion in investments, coming from the companies, investors and governments across the world.</p><p><blockquote>根据特斯拉的资本筹集与其汽车制造能力之间的关系，A. 的 B. 分析师计算出，要向 100% 电动汽车世界转变，需要来自世界各地公司、投资者和政府的超过 2.5 万亿美元的投资。</blockquote></p><p> Recent capital raises by EV and related companies through the SPACs, or “blank-check” companies, “may be just a beginning,” they said.</p><p><blockquote>他们说，电动汽车及相关公司最近通过 SPAC 或 “空白支票 ”公司筹集资金，“可能只是一个开始”。</blockquote></p><p> <b>‘Hyper growth’ in EV and renewables</b></p><p><blockquote><b>电动汽车和可再生能源的“高速增长”</b></blockquote></p><p> The heightened interest in EV and related stocks has led to concerns about a bubble.</p><p><blockquote>人们对电动汽车及相关股票的兴趣日益浓厚，引发了人们对泡沫的担忧。</blockquote></p><p> At a recent JPMorgan virtual investor conference, head of global research Joyce Chang and others told the audience that they were not seeing “a broad equity market bubble,” but that “certain pockets” of the market were experiencing “hyper growth, such as electric vehicles and renewables.”</p><p><blockquote>在最近举行的摩根大通虚拟投资者会议上，全球研究主管乔伊斯-张（Joyce Chang）等人告诉听众，他们没有看到 “广泛的股市泡沫”，但 “某些市场领域 ”正在经历 “高速增长，如电动汽车和可再生能源”。</blockquote></p><p> Bubbles, of course, are easy to spot — in hindsight. It remains to be seen whether the current influx of money and attention to EV companies, as well as to autonomous vehicles and AV-adjacent companies, will resemble the short-lived notice paid to cloud-computing companies half a decade ago, or the early aughts’ spotlight on fuel-cell companies, several of which — 20 years later — have still not returned to record highs established then.</p><p><blockquote>当然，事后看来，泡沫很容易被发现。目前涌入电动汽车公司、自动驾驶汽车和AV相关公司的资金和注意力，是否会像五年前对云计算公司的短暂关注一样，或者像早期对燃料电池公司的关注一样，还有待观察。</blockquote></p><p> The JPMorgan analysts reminded the audience that EV, renewables and “innovation” stocks make up a small percentage of the broader equity market, with EVs only around 2% of the S&amp;P 500.</p><p><blockquote>摩根大通分析师提醒听众，电动汽车、可再生能源和 “创新 ”股票在更广泛的股票市场中所占比例很小，电动汽车仅占标普500的 2% 左右。</blockquote></p><p> Boding well for the future, however, Blue Horizon’s Mitchell pointed to the increasing quality and technical improvements for EVs.</p><p><blockquote>不过，蓝色地平线公司的米切尔指出，电动汽车的质量和技术不断提高，这预示着未来的好兆头。</blockquote></p><p> “Battery life is only going to be extended and with the trillions being invested globally by all those supporting the electrification of the transportation system the infrastructure for widespread adoption and usage of EV technology is only going to increase,” he said.</p><p><blockquote>“他说：”电池寿命只会延长，随着所有支持交通系统电气化的人在全球投资数万亿美元，电动汽车技术广泛采用和使用的基础设施只会增加。</blockquote></p><p></p><p> Analysts at UBS forecast that global auto makers’ revenues from EVs are going to shift to $1.16 trillion by year 2030, from $182 billion today.</p><p><blockquote>瑞银（UBS）分析师预测，到 2030 年，全球汽车制造商的电动汽车收入将从目前的 1820 亿美元增至 1.16 万亿美元。</blockquote></p><p> Conversely, revenue from ICE vehicles, at $1.77 trillion today, will dwindle to $1.07 trillion. Revenues for software will make an even bigger slice of that revenue pie by 2030, at nearly $2 trillion.</p><p><blockquote>相反，内燃机车辆的收入目前为 1.77 万亿美元，将减少至 1.07 万亿美元。到 2030 年，软件收入将在收入蛋糕中占据更大的份额，达到近 2 万亿美元。</blockquote></p><p> Here’s the UBS chart, in billions:</p><p><blockquote>以下是瑞银的图表，单位为十亿：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d50358ca5183ce3798dcd48c2d4d479f\" tg-width=\"1260\" tg-height=\"565\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>A company or a business plan?</b></p><p><blockquote><b>公司还是商业计划？</b></blockquote></p><p> Blank-check companies have been around for a long time, but took on a larger role in U.S. investing last year, when there were more initial public offerings through special-purpose acquisition companies than all other years combined, Garrett Nelson at CFRA said in a recent note.</p><p><blockquote>CFRA 的加勒特·纳尔逊 (Garrett Nelson) 在最近的一份报告中表示，空白支票公司已经存在很长时间了，但去年在美国投资中发挥了更大的作用，当时通过特殊目的收购公司进行的首次公开募股比其他所有年份的总和还要多。</blockquote></p><p> Activity in 2021 is on track to exceed last year’s “by a wide margin,” and some of the largest SPAC deals are again likely to be in the “burgeoning electric and autonomous vehicle (EV/AV) space,” he said.</p><p><blockquote>他说，2021 年的活动有望 “大幅度 ”超过去年，一些最大的 SPAC 交易可能会再次出现在 “新兴的电动和自动驾驶汽车（EV/AV）领域”。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/341d62db385f1b98b0032b7a2f54ff9a\" tg-width=\"1260\" tg-height=\"857\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Some of the companies popping in “resemble business plans rather more than revenue- or profit-generating businesses,” but there’s reason for optimism, Nelson said.</p><p><blockquote>尼尔森说，一些突然出现的公司 “更像是商业计划，而不是创收或创利的企业”，但我们有理由感到乐观。</blockquote></p><p> The CFRA analyst singled out Fisker, Lucid Motors, which&nbsp;plans to go public via a SPAC merger with Churchill Capital Corp. IV&nbsp;and privately held electric-truck maker Rivian as companies that are better positioned than others.</p><p><blockquote>CFRA 分析师特别指出 Fisker、Lucid Motors（计划通过与 Churchill Capital Corp. IV 进行 SPAC 合并而上市）和私营电动卡车制造商Rivian是比其他公司定位更好的公司。</blockquote></p><p> Tesla, of course, has established a first-mover advantage widely viewed as substantial.</p><p><blockquote>当然，特斯拉已经建立了被广泛认为是巨大的先发优势。</blockquote></p><p> The UBS analysts calculate that Tesla has a cost advantage around $1,000 to $2,000 per electric vehicle over other auto makers, although competition is increasing. Volkswagen AG’s&nbsp;MEB platform, the auto maker’s building block for its electric vehicles, is already “fully cost competitive” with Tesla.</p><p><blockquote>瑞银分析师计算出，尽管竞争正在加剧，但特斯拉每辆电动汽车比其他汽车制造商拥有约 1,000 至 2,000 美元的成本优势。大众汽车公司（Volkswagen AG）的 MEB 平台是该汽车制造商电动汽车的基石，该平台已经与特斯拉 “完全具有成本竞争力”。</blockquote></p><p> VW, the No. 2 auto maker in the world, still lags behind in terms of battery costs, with Tesla likely to keep its price advantage in the battery space due to its vertical integration and technology advances, they said. Still, they see that large legacy auto makers such as VW would be able to reach an EV manufacturing cost and margin parity in four years.</p><p><blockquote>他们表示，全球第二大汽车制造商大众汽车在电池成本方面仍然落后，而特斯拉由于其垂直整合和技术进步，可能会保持其在电池领域的价格优势。尽管如此，他们认为大众等大型传统汽车制造商将能够在四年内实现电动汽车制造成本和利润率的平价。</blockquote></p><p> <b>EVs, not AVs, could be the real game-changer</b></p><p><blockquote><b>电动汽车，而不是 AV，可能是真正的游戏规则改变者</b></blockquote></p><p> Related to investor’s inflows to electric-vehicle makers is the interest generated by lidar, batteries, sensors and other components hailed as key to autonomous vehicles.</p><p><blockquote>与投资者流入电动汽车制造商相关的是激光雷达、电池、传感器和其他被誉为自动驾驶汽车关键的零部件所引起的兴趣。</blockquote></p><p> Full autonomy has been proven to be a stubborn and costly problem to solve, with regulatory and technological hurdles aplenty.</p><p><blockquote>事实证明，完全自主权是一个难以解决且成本高昂的问题，存在大量监管和技术障碍。</blockquote></p><p> Despite lofty goals, most cars on the road today offer advanced driver-assistance systems that are not dramatically different from previous years’ systems and still far from being the game-changer they are expected to be for lives and economies in a not-so-distant future.</p><p><blockquote>尽管目标远大，但如今道路上的大多数汽车都配备了先进的驾驶辅助系统，这些系统与前几年的系统并没有太大区别，而且距离在不久的将来改变生活和经济的游戏规则还有很长的路要走。</blockquote></p><p> For now, auto makers are mostly focusing on partial autonomy and ADAS offerings that can be commercialized in the short term, with EVs pulling ahead in terms of consumer interest and regulatory push.</p><p><blockquote>目前，汽车制造商主要关注可以在短期内商业化的部分自动驾驶和 ADAS 产品，其中电动汽车在消费者兴趣和监管推动方面处于领先地位。</blockquote></p><p> “EVs are simply a better product,” Blue Horizon’s Mitchell said.</p><p><blockquote>“蓝色地平线公司的米切尔说：”电动汽车只是一种更好的产品。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/billions-poured-into-electric-vehicle-companies-but-much-more-will-be-needed-before-the-auto-industry-changes-11615834509?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":{"FSR":"菲斯克","NIO":"蔚来","GM":"通用汽车","TSLA":"特斯拉","F":"福特汽车"},"source_url":"https://www.marketwatch.com/story/billions-poured-into-electric-vehicle-companies-but-much-more-will-be-needed-before-the-auto-industry-changes-11615834509?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"2119094972","content_text":"‘The writing is on the wall with regard to the long-term EV versus internal combustion debate,’ but length of the trip to an electrified future is still a debate\nWall Street and Silicon Valley poured billions of dollars into electric-vehicle and related companies in 2020, betting on their future dominance and in many cases fueling valuations that bear little relation to the companies’ current or expected production and sales.\nThere is little doubt that the automotive industry is trending toward electric vehicles amid the rise of Tesla Inc. Declining prices and increasing availability of electric vehicles, or EVs; the potential for technology breakthroughs that offer a cheaper, longer-lasting, and faster-to-recharge battery; strides in EV infrastructure, and “green friendly” government initiatives taking root in the U.S. and elsewhere show the likely path.\nAnd what once was an investment universe comprising solely Tesla and a smattering of fuel-cell companies has burgeoned into a subsector combining industrials, tech and transportation, with China as a major driving force both as EV makers’ base market and for EV demand. In total, at least $28 billion was invested in public and private electric-vehicle companies in 2020, according to data from CB Insights and Dow Jones Market Data Group.\n“The writing is on the wall with regard to the long-term EV versus internal combustion debate,” said John Mitchell, a partner at Blue Horizon Capital.\nIn several countries around the world, people will no longer be allowed to purchase internal combustion-engine vehicles within a short decade or two, and global auto makers have realized that “the transition to electrified vehicles is the only way to compete,” he said.\nNot to be outdone, General Motors Co.,Ford Motor Co. and other legacy auto makers amped investments in EVs and autonomous vehicles, with GM going as far as vowing to phase out internal combustion-engine vehicles within less than 15 years. Tesla, of course, joined the S&P 500 index in 2020 after finally showing consistent profit.New companies such as Nio Inc.NIO,-1.25%,Nikola Corp.,and Fisker Inc. attracted outsize investor attention, and the involvement of special-purpose acquisition companies became nearly common place.\n“The EV party is just beginning, buckle the seat belts,” Wedbush analyst Dan Ives said recently. Recent weakness are short-term “growing pains,” he said.\nThat doesn’t mean that the switch from combustion engines to electric cars will take place quickly. Electric cars currently make up around 2% of global auto sales, and estimates for a future market share vary from a low-end forecast of 10% to 20% of cars sold by 2030 to as much as two-thirds of the market by that time.\nMuch more money will be needed to fund the switch, despite the billions that already found its way to EV-related investments. A recent note from B. of A. Securities put a price tag on a future EV “revolution,” saying that funding that change is still a “tremendous hurdle.”\nExtrapolating from the relationship between Tesla’s capital raises and its capacity to make vehicles, the B. of A. analysts calculated that a shift to a 100% EV world would need more than $2.5 trillion in investments, coming from the companies, investors and governments across the world.\nRecent capital raises by EV and related companies through the SPACs, or “blank-check” companies, “may be just a beginning,” they said.\n‘Hyper growth’ in EV and renewables\nThe heightened interest in EV and related stocks has led to concerns about a bubble.\nAt a recent JPMorgan virtual investor conference, head of global research Joyce Chang and others told the audience that they were not seeing “a broad equity market bubble,” but that “certain pockets” of the market were experiencing “hyper growth, such as electric vehicles and renewables.”\nBubbles, of course, are easy to spot — in hindsight. It remains to be seen whether the current influx of money and attention to EV companies, as well as to autonomous vehicles and AV-adjacent companies, will resemble the short-lived notice paid to cloud-computing companies half a decade ago, or the early aughts’ spotlight on fuel-cell companies, several of which — 20 years later — have still not returned to record highs established then.\nThe JPMorgan analysts reminded the audience that EV, renewables and “innovation” stocks make up a small percentage of the broader equity market, with EVs only around 2% of the S&P 500.\nBoding well for the future, however, Blue Horizon’s Mitchell pointed to the increasing quality and technical improvements for EVs.\n“Battery life is only going to be extended and with the trillions being invested globally by all those supporting the electrification of the transportation system the infrastructure for widespread adoption and usage of EV technology is only going to increase,” he said.\nAnalysts at UBS forecast that global auto makers’ revenues from EVs are going to shift to $1.16 trillion by year 2030, from $182 billion today.\nConversely, revenue from ICE vehicles, at $1.77 trillion today, will dwindle to $1.07 trillion. Revenues for software will make an even bigger slice of that revenue pie by 2030, at nearly $2 trillion.\nHere’s the UBS chart, in billions:\n\nA company or a business plan?\nBlank-check companies have been around for a long time, but took on a larger role in U.S. investing last year, when there were more initial public offerings through special-purpose acquisition companies than all other years combined, Garrett Nelson at CFRA said in a recent note.\nActivity in 2021 is on track to exceed last year’s “by a wide margin,” and some of the largest SPAC deals are again likely to be in the “burgeoning electric and autonomous vehicle (EV/AV) space,” he said.\n\nSome of the companies popping in “resemble business plans rather more than revenue- or profit-generating businesses,” but there’s reason for optimism, Nelson said.\nThe CFRA analyst singled out Fisker, Lucid Motors, which plans to go public via a SPAC merger with Churchill Capital Corp. IV and privately held electric-truck maker Rivian as companies that are better positioned than others.\nTesla, of course, has established a first-mover advantage widely viewed as substantial.\nThe UBS analysts calculate that Tesla has a cost advantage around $1,000 to $2,000 per electric vehicle over other auto makers, although competition is increasing. Volkswagen AG’s MEB platform, the auto maker’s building block for its electric vehicles, is already “fully cost competitive” with Tesla.\nVW, the No. 2 auto maker in the world, still lags behind in terms of battery costs, with Tesla likely to keep its price advantage in the battery space due to its vertical integration and technology advances, they said. Still, they see that large legacy auto makers such as VW would be able to reach an EV manufacturing cost and margin parity in four years.\nEVs, not AVs, could be the real game-changer\nRelated to investor’s inflows to electric-vehicle makers is the interest generated by lidar, batteries, sensors and other components hailed as key to autonomous vehicles.\nFull autonomy has been proven to be a stubborn and costly problem to solve, with regulatory and technological hurdles aplenty.\nDespite lofty goals, most cars on the road today offer advanced driver-assistance systems that are not dramatically different from previous years’ systems and still far from being the game-changer they are expected to be for lives and economies in a not-so-distant future.\nFor now, auto makers are mostly focusing on partial autonomy and ADAS offerings that can be commercialized in the short term, with EVs pulling ahead in terms of consumer interest and regulatory push.\n“EVs are simply a better product,” Blue Horizon’s Mitchell said.","news_type":1,"symbols_score_info":{"NKLA":0.9,"F":0.9,"GM":0.9,"TSLA":0.9,"FSR":0.9,"NIO":0.9,"CCIV":0.9}},"isVote":1,"tweetType":1,"viewCount":1451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325398117,"gmtCreate":1615862304739,"gmtModify":1703494131197,"author":{"id":"3578361458056498","authorId":"3578361458056498","name":"TCju","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578361458056498","idStr":"3578361458056498"},"themes":[],"title":"","htmlText":"Any recommendation&nbsp;","listText":"Any recommendation&nbsp;","text":"Any recommendation","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325398117","repostId":"1143760301","repostType":4,"repost":{"id":"1143760301","kind":"news","pubTimestamp":1615861990,"share":"https://www.laohunote.com/m/news/1143760301?lang=zh_CN&edition=full","pubTime":"2021-03-16 10:33","market":"us","language":"en","title":"Value stocks are making a comeback. Don’t get left behind, these analysts say<blockquote>价值股正在卷土重来。这些分析师说，不要落后</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143760301","media":"MarketWatch","summary":"Pure value has trailed the S&P 500 by 30 percentage points in the past 3 years.After a 14-year stret","content":"<p>Pure value has trailed the S&amp;P 500 by 30 percentage points in the past 3 years.After a 14-year stretch of outperformance for growth stocks compared to value, investors seem to&nbsp;finally be rewarding the left-behind names. That makes sense: value sectors tend to do better at the start of an economic cycle, after all. But there have been several&nbsp;value head fakes&nbsp;over the years, and growthier names grab more headlines.</p><p><blockquote>过去3年，净值落后标普500 30个百分点。与价值股相比，成长型股票连续 14 年表现优异后，投资者似乎终于开始奖励那些落后的股票。这是有道理的：毕竟，价值行业往往在经济周期开始时表现更好。但这些年来出现了几起价值主管假货，越来越多的名字占据了更多的头条新闻。</blockquote></p><p>Still, one analyst team says the&nbsp;rotation is for real— and there’s still upside left.</p><p><blockquote>尽管如此，一个分析团队表示，这次轮换是真实的--而且仍有上升空间。</blockquote></p><p>“Growth’s dominance relative to value peaked in the fall of 2020,” wrote Keith Lerner, chief market strategist, and Dylan Kase, investment analyst, at Truist Advisory Services.</p><p><blockquote>“Truist Advisory Services 首席市场策略师 Keith Lerner 和投资分析师 Dylan Kase 写道：”增长相对于价值的主导地位在 2020 年秋季达到顶峰。</blockquote></p><p>“We still see more upside in value relative to growth over the next 12 months given value’s dramatic longer-term underperformance as well as the U.S. economy being on the cusp of the best growth in more than 35 years,” they added. “It would not be unusual to see value consolidate some of its recent outperformance, but we would stick with the value trend and use any short-term setbacks to add to the position.”</p><p><blockquote>“他们补充说：”鉴于价值公司长期表现不佳，以及美国经济正处于 35 年来最佳增长的风口浪尖，我们认为价值公司在未来 12 个月内相对于增长仍有更大的上涨空间。“价值指数巩固近期的一些优异表现并不罕见，但我们会坚持价值指数的趋势，并利用任何短期挫折来增加仓位。”</blockquote></p><p>Value stocks have rallied in recent weeks, the analysts acknowledged, but according to one metric, there’s still room to run.</p><p><blockquote>分析师承认，价值股最近几周有所反弹，但根据一项指标，仍有上涨空间。</blockquote></p><p>“Our work suggests that greater upside remains in the pure value style,” they write, which has more of an allocation to financials&nbsp;and energy.Pure value has trailed the S&amp;P 500&nbsp;by 30 percentage points over the past three years, and forward earnings look much more attractive than the broader market does.</p><p><blockquote>“他们写道：”我们的研究表明，更大的上涨空间仍然是纯价值风格，这种风格更多地分配给金融和能源。过去三年，净值落后标普500 30 个百分点，未来收益看起来比大盘更具吸引力。</blockquote></p><p><img src=\"https://static.tigerbbs.com/9ddb33e8531412f0a26ac513dd0d610a\" tg-width=\"1260\" tg-height=\"657\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>“Catch up potential remains,” the analysts concluded, especially if the economic rebound&nbsp;is as strong as forecast.</p><p><blockquote>“分析师总结道：”追赶的潜力依然存在，尤其是如果经济反弹像预测的那样强劲的话。</blockquote></p><p>On Monday, all major stock benchmarks were trading near flat, with a slight edge for the growth- and tech-oriented Nasdaq Composite index.</p><p><blockquote>周一，所有主要股票基准交易几乎持平，以增长和科技为导向的纳斯达克综合指数略有上涨。</blockquote></p><p></p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Value stocks are making a comeback. Don’t get left behind, these analysts say<blockquote>价值股正在卷土重来。这些分析师说，不要落后</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\">\nValue stocks are making a comeback. Don’t get left behind, these analysts say<blockquote>价值股正在卷土重来。这些分析师说，不要落后</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-03-16 10:33</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Pure value has trailed the S&amp;P 500 by 30 percentage points in the past 3 years.After a 14-year stretch of outperformance for growth stocks compared to value, investors seem to&nbsp;finally be rewarding the left-behind names. That makes sense: value sectors tend to do better at the start of an economic cycle, after all. But there have been several&nbsp;value head fakes&nbsp;over the years, and growthier names grab more headlines.</p><p><blockquote>过去3年，净值落后标普500 30个百分点。与价值股相比，成长型股票连续 14 年表现优异后，投资者似乎终于开始奖励那些落后的股票。这是有道理的：毕竟，价值行业往往在经济周期开始时表现更好。但这些年来出现了几起价值主管假货，越来越多的名字占据了更多的头条新闻。</blockquote></p><p>Still, one analyst team says the&nbsp;rotation is for real— and there’s still upside left.</p><p><blockquote>尽管如此，一个分析团队表示，这次轮换是真实的--而且仍有上升空间。</blockquote></p><p>“Growth’s dominance relative to value peaked in the fall of 2020,” wrote Keith Lerner, chief market strategist, and Dylan Kase, investment analyst, at Truist Advisory Services.</p><p><blockquote>“Truist Advisory Services 首席市场策略师 Keith Lerner 和投资分析师 Dylan Kase 写道：”增长相对于价值的主导地位在 2020 年秋季达到顶峰。</blockquote></p><p>“We still see more upside in value relative to growth over the next 12 months given value’s dramatic longer-term underperformance as well as the U.S. economy being on the cusp of the best growth in more than 35 years,” they added. “It would not be unusual to see value consolidate some of its recent outperformance, but we would stick with the value trend and use any short-term setbacks to add to the position.”</p><p><blockquote>“他们补充说：”鉴于价值公司长期表现不佳，以及美国经济正处于 35 年来最佳增长的风口浪尖，我们认为价值公司在未来 12 个月内相对于增长仍有更大的上涨空间。“价值指数巩固近期的一些优异表现并不罕见，但我们会坚持价值指数的趋势，并利用任何短期挫折来增加仓位。”</blockquote></p><p>Value stocks have rallied in recent weeks, the analysts acknowledged, but according to one metric, there’s still room to run.</p><p><blockquote>分析师承认，价值股最近几周有所反弹，但根据一项指标，仍有上涨空间。</blockquote></p><p>“Our work suggests that greater upside remains in the pure value style,” they write, which has more of an allocation to financials&nbsp;and energy.Pure value has trailed the S&amp;P 500&nbsp;by 30 percentage points over the past three years, and forward earnings look much more attractive than the broader market does.</p><p><blockquote>“他们写道：”我们的研究表明，更大的上涨空间仍然是纯价值风格，这种风格更多地分配给金融和能源。过去三年，净值落后标普500 30 个百分点，未来收益看起来比大盘更具吸引力。</blockquote></p><p><img src=\"https://static.tigerbbs.com/9ddb33e8531412f0a26ac513dd0d610a\" tg-width=\"1260\" tg-height=\"657\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>“Catch up potential remains,” the analysts concluded, especially if the economic rebound&nbsp;is as strong as forecast.</p><p><blockquote>“分析师总结道：”追赶的潜力依然存在，尤其是如果经济反弹像预测的那样强劲的话。</blockquote></p><p>On Monday, all major stock benchmarks were trading near flat, with a slight edge for the growth- and tech-oriented Nasdaq Composite index.</p><p><blockquote>周一，所有主要股票基准交易几乎持平，以增长和科技为导向的纳斯达克综合指数略有上涨。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/value-stocks-are-making-a-comeback-dont-get-left-behind-these-analysts-say-11615828690?mod=hp_LATEST&adobe_mc=MCMID%3D03250748340802259633376614514522268876%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1615861739\">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":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/value-stocks-are-making-a-comeback-dont-get-left-behind-these-analysts-say-11615828690?mod=hp_LATEST&adobe_mc=MCMID%3D03250748340802259633376614514522268876%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1615861739","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1143760301","content_text":"Pure value has trailed the S&P 500 by 30 percentage points in the past 3 years.After a 14-year stretch of outperformance for growth stocks compared to value, investors seem to finally be rewarding the left-behind names. That makes sense: value sectors tend to do better at the start of an economic cycle, after all. But there have been several value head fakes over the years, and growthier names grab more headlines.Still, one analyst team says the rotation is for real— and there’s still upside left.“Growth’s dominance relative to value peaked in the fall of 2020,” wrote Keith Lerner, chief market strategist, and Dylan Kase, investment analyst, at Truist Advisory Services.“We still see more upside in value relative to growth over the next 12 months given value’s dramatic longer-term underperformance as well as the U.S. economy being on the cusp of the best growth in more than 35 years,” they added. “It would not be unusual to see value consolidate some of its recent outperformance, but we would stick with the value trend and use any short-term setbacks to add to the position.”Value stocks have rallied in recent weeks, the analysts acknowledged, but according to one metric, there’s still room to run.“Our work suggests that greater upside remains in the pure value style,” they write, which has more of an allocation to financials and energy.Pure value has trailed the S&P 500 by 30 percentage points over the past three years, and forward earnings look much more attractive than the broader market does.“Catch up potential remains,” the analysts concluded, especially if the economic rebound is as strong as forecast.On Monday, all major stock benchmarks were trading near flat, with a slight edge for the growth- and tech-oriented Nasdaq Composite index.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1070,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322172266,"gmtCreate":1615789235655,"gmtModify":1703492962889,"author":{"id":"3578361458056498","authorId":"3578361458056498","name":"TCju","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578361458056498","idStr":"3578361458056498"},"themes":[],"title":"","htmlText":"Worth to invest?&nbsp;","listText":"Worth to invest?&nbsp;","text":"Worth to invest?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/322172266","repostId":"1184730448","repostType":4,"isVote":1,"tweetType":1,"viewCount":868,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322172012,"gmtCreate":1615789177136,"gmtModify":1703492962198,"author":{"id":"3578361458056498","authorId":"3578361458056498","name":"TCju","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578361458056498","idStr":"3578361458056498"},"themes":[],"title":"","htmlText":"Tech stock&nbsp;","listText":"Tech stock&nbsp;","text":"Tech stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322172012","repostId":"1184730448","repostType":4,"isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326556215,"gmtCreate":1615689401837,"gmtModify":1703492094079,"author":{"id":"3578361458056498","authorId":"3578361458056498","name":"TCju","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578361458056498","idStr":"3578361458056498"},"themes":[],"title":"","htmlText":"Can buy?","listText":"Can buy?","text":"Can buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326556215","repostId":"1192391495","repostType":4,"isVote":1,"tweetType":1,"viewCount":866,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326558479,"gmtCreate":1615689266191,"gmtModify":1703492092349,"author":{"id":"3578361458056498","authorId":"3578361458056498","name":"TCju","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578361458056498","idStr":"3578361458056498"},"themes":[],"title":"","htmlText":"Other than popular roblox game, what else they have? Worth to invest?","listText":"Other than popular roblox game, what else they have? Worth to invest?","text":"Other than popular roblox game, what else they have? Worth to invest?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326558479","repostId":"2118630979","repostType":4,"isVote":1,"tweetType":1,"viewCount":702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326558033,"gmtCreate":1615689206022,"gmtModify":1703492091143,"author":{"id":"3578361458056498","authorId":"3578361458056498","name":"TCju","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578361458056498","idStr":"3578361458056498"},"themes":[],"title":"","htmlText":"Ride on the rising star","listText":"Ride on the rising star","text":"Ride on the rising star","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/326558033","repostId":"1100128328","repostType":4,"repost":{"id":"1100128328","kind":"news","pubTimestamp":1615563404,"share":"https://www.laohunote.com/m/news/1100128328?lang=zh_CN&edition=full","pubTime":"2021-03-12 23:36","market":"us","language":"en","title":"Tesla Stock Is Down. You Could Blame Joe Biden.<blockquote>特斯拉股价下跌。你可以责怪乔·拜登。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100128328","media":"Barrons","summary":"Stock inTesla is lower after CNBC reported that the electric-vehicle company had a firein its Fremon","content":"<p>Stock inTesla&nbsp;is lower after CNBC reported that the&nbsp;electric-vehicle&nbsp;company&nbsp;had a firein its Fremont, Calif. plant, but the blaze probably isn’t the reason for the dip.</p><p><blockquote>CNBC 报道电动汽车公司特斯拉在加利福尼亚州弗里蒙特发生火灾后，该公司股价下跌。植物，但大火可能不是浸泡的原因。</blockquote></p><p>Fires are just a normal, albeit unfortunate, operating problem for any manufacturer. Tesla (ticker: TSLA) didn’t immediately respond to a request for comment about the fire or the damage it may have caused.</p><p><blockquote>对于任何制造商来说，火灾都是一个正常的、尽管不幸的运营问题。特斯拉（股票代码：TSLA）没有立即回应就火灾或其可能造成的损失发表评论的请求。</blockquote></p><p>President Joe Biden is probably responsible for the share-price decline, which left the stock about 2.7% lower in premarket trading, at about $680. It has beena wild weekfor Tesla stockholders. Shares started off the week at about $675,traded above $700and fell to about $560 before bounding back, up 4.7% Thursday, to just under $700.</p><p><blockquote>乔·拜登总统可能是股价下跌的原因，该股在盘前交易中下跌约 2.7%，至 680 美元左右。对于特斯拉股东来说，这是疯狂的一周。本周股价开盘约为 675 美元，交易价格高于 700 美元，随后跌至 560 美元左右，周四反弹，上涨 4.7%，略低于 700 美元。</blockquote></p><p>Nothing Tesla has done appears to be the reason for the recent volatility. It’s all about interest rates.</p><p><blockquote>特斯拉没有做任何事情似乎都不是最近波动的原因。一切都与利率有关。</blockquote></p><p>That is where the president comes into the picture. Thursday evening, he addressed the nation, focusing on putting Covid-19 in the rearview mirror a year after the World Health Organization declared that a pandemic had begun.</p><p><blockquote>这就是总统发挥作用的地方。周四晚上，他向全国发表讲话，重点是在世界卫生组织宣布疫情已经开始一年后将 Covid-19 置于后视镜中。</blockquote></p><p>“All adult Americans will be eligible to get a vaccine no later than May 1,” said the president, adding the federal government is setting up hundreds of vaccination sites and procuring millions more vaccine doses.</p><p><blockquote>总统说：“所有美国成年人最迟将有资格在 5 月 1 日接种疫苗，”他补充说，联邦政府正在建立数百个疫苗接种点，并采购数百万剂疫苗。</blockquote></p><p>It’s good news, but the market is selling off Friday morning. For stocks, the speech represents almost too much of a good thing. The economy is reopening and, as a result,bond yields are rising, putting pressure on high-growth stocks.</p><p><blockquote>这是个好消息，但周五上午市场正在抛售。对于股市来说，这次演讲几乎代表了太多的好事。经济正在重新开放，因此债券收益率正在上升，给高增长股票带来压力。</blockquote></p><p>Futures on the&nbsp;Nasdaq Composite&nbsp;Index, home to many highflying tech stocks, are down 1.6%.Dow Jones Industrial Averagefutures, on the other hand, are flat.</p><p><blockquote>许多飞速科技股的所在地纳斯达克综合指数期货下跌 1.6%。另一方面，道琼斯工业平均指数期货持平。</blockquote></p><p>Higher yields hurt richly valued, fast-growing companies more than others for a couple of reasons. One, they makes funding growth more expensive. Two, high- growth companies are expected generate most of their cash far in the future. That cash is a little less valuable in present terms when rates are high, compared with when rates are low. In a higher-rate environment, investors have more options to earn interest today, which puts pressure on high-growth stocks’ valuations.</p><p><blockquote>较高的收益率对高估值、快速增长的公司的伤害比其他公司更大，原因有几个。第一，它们使融资增长更加昂贵。第二，高增长公司预计将在未来很长一段时间内产生大部分现金。与利率低时相比，利率高时，现金的价值在目前来看略低。在利率上升的环境下，投资者现在有更多赚取利息的选择，这给高增长股票的估值带来了压力。</blockquote></p><p>A Friday dip, however,doesn’t mean the end&nbsp;of the bull market in Tesla, EV stocks or the Nasdaq. Getting the economy back on its feet is a good thing. Investors just need a chance to adjust to the changing landscape.</p><p><blockquote>然而，周五的下跌并不意味着特斯拉、电动汽车股或纳斯达克牛市的结束。让经济恢复正常是一件好事。投资者只是需要一个机会来适应不断变化的环境。</blockquote></p><p>“There’s a good chance you, your families and friends will be able to get together in your backyard or in your neighborhood and have a cookout …and celebrate Independence Day,” Biden said. That is great news.</p><p><blockquote>“拜登说：”你、你的家人和朋友很有可能能在你的后院或社区聚在一起，野餐.庆祝独立日。这是个好消息。</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>Tesla Stock Is Down. You Could Blame Joe Biden.<blockquote>特斯拉股价下跌。你可以责怪乔·拜登。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Is Down. You Could Blame Joe Biden.<blockquote>特斯拉股价下跌。你可以责怪乔·拜登。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-03-12 23:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stock inTesla&nbsp;is lower after CNBC reported that the&nbsp;electric-vehicle&nbsp;company&nbsp;had a firein its Fremont, Calif. plant, but the blaze probably isn’t the reason for the dip.</p><p><blockquote>CNBC 报道电动汽车公司特斯拉在加利福尼亚州弗里蒙特发生火灾后，该公司股价下跌。植物，但大火可能不是浸泡的原因。</blockquote></p><p>Fires are just a normal, albeit unfortunate, operating problem for any manufacturer. Tesla (ticker: TSLA) didn’t immediately respond to a request for comment about the fire or the damage it may have caused.</p><p><blockquote>对于任何制造商来说，火灾都是一个正常的、尽管不幸的运营问题。特斯拉（股票代码：TSLA）没有立即回应就火灾或其可能造成的损失发表评论的请求。</blockquote></p><p>President Joe Biden is probably responsible for the share-price decline, which left the stock about 2.7% lower in premarket trading, at about $680. It has beena wild weekfor Tesla stockholders. Shares started off the week at about $675,traded above $700and fell to about $560 before bounding back, up 4.7% Thursday, to just under $700.</p><p><blockquote>乔·拜登总统可能是股价下跌的原因，该股在盘前交易中下跌约 2.7%，至 680 美元左右。对于特斯拉股东来说，这是疯狂的一周。本周股价开盘约为 675 美元，交易价格高于 700 美元，随后跌至 560 美元左右，周四反弹，上涨 4.7%，略低于 700 美元。</blockquote></p><p>Nothing Tesla has done appears to be the reason for the recent volatility. It’s all about interest rates.</p><p><blockquote>特斯拉没有做任何事情似乎都不是最近波动的原因。一切都与利率有关。</blockquote></p><p>That is where the president comes into the picture. Thursday evening, he addressed the nation, focusing on putting Covid-19 in the rearview mirror a year after the World Health Organization declared that a pandemic had begun.</p><p><blockquote>这就是总统发挥作用的地方。周四晚上，他向全国发表讲话，重点是在世界卫生组织宣布疫情已经开始一年后将 Covid-19 置于后视镜中。</blockquote></p><p>“All adult Americans will be eligible to get a vaccine no later than May 1,” said the president, adding the federal government is setting up hundreds of vaccination sites and procuring millions more vaccine doses.</p><p><blockquote>总统说：“所有美国成年人最迟将有资格在 5 月 1 日接种疫苗，”他补充说，联邦政府正在建立数百个疫苗接种点，并采购数百万剂疫苗。</blockquote></p><p>It’s good news, but the market is selling off Friday morning. For stocks, the speech represents almost too much of a good thing. The economy is reopening and, as a result,bond yields are rising, putting pressure on high-growth stocks.</p><p><blockquote>这是个好消息，但周五上午市场正在抛售。对于股市来说，这次演讲几乎代表了太多的好事。经济正在重新开放，因此债券收益率正在上升，给高增长股票带来压力。</blockquote></p><p>Futures on the&nbsp;Nasdaq Composite&nbsp;Index, home to many highflying tech stocks, are down 1.6%.Dow Jones Industrial Averagefutures, on the other hand, are flat.</p><p><blockquote>许多飞速科技股的所在地纳斯达克综合指数期货下跌 1.6%。另一方面，道琼斯工业平均指数期货持平。</blockquote></p><p>Higher yields hurt richly valued, fast-growing companies more than others for a couple of reasons. One, they makes funding growth more expensive. Two, high- growth companies are expected generate most of their cash far in the future. That cash is a little less valuable in present terms when rates are high, compared with when rates are low. In a higher-rate environment, investors have more options to earn interest today, which puts pressure on high-growth stocks’ valuations.</p><p><blockquote>较高的收益率对高估值、快速增长的公司的伤害比其他公司更大，原因有几个。第一，它们使融资增长更加昂贵。第二，高增长公司预计将在未来很长一段时间内产生大部分现金。与利率低时相比，利率高时，现金的价值在目前来看略低。在利率上升的环境下，投资者现在有更多赚取利息的选择，这给高增长股票的估值带来了压力。</blockquote></p><p>A Friday dip, however,doesn’t mean the end&nbsp;of the bull market in Tesla, EV stocks or the Nasdaq. Getting the economy back on its feet is a good thing. Investors just need a chance to adjust to the changing landscape.</p><p><blockquote>然而，周五的下跌并不意味着特斯拉、电动汽车股或纳斯达克牛市的结束。让经济恢复正常是一件好事。投资者只是需要一个机会来适应不断变化的环境。</blockquote></p><p>“There’s a good chance you, your families and friends will be able to get together in your backyard or in your neighborhood and have a cookout …and celebrate Independence Day,” Biden said. That is great news.</p><p><blockquote>“拜登说：”你、你的家人和朋友很有可能能在你的后院或社区聚在一起，野餐.庆祝独立日。这是个好消息。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-stock-is-down-you-could-blame-joe-biden-51615557806?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-is-down-you-could-blame-joe-biden-51615557806?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100128328","content_text":"Stock inTesla is lower after CNBC reported that the electric-vehicle company had a firein its Fremont, Calif. plant, but the blaze probably isn’t the reason for the dip.Fires are just a normal, albeit unfortunate, operating problem for any manufacturer. Tesla (ticker: TSLA) didn’t immediately respond to a request for comment about the fire or the damage it may have caused.President Joe Biden is probably responsible for the share-price decline, which left the stock about 2.7% lower in premarket trading, at about $680. It has beena wild weekfor Tesla stockholders. Shares started off the week at about $675,traded above $700and fell to about $560 before bounding back, up 4.7% Thursday, to just under $700.Nothing Tesla has done appears to be the reason for the recent volatility. It’s all about interest rates.That is where the president comes into the picture. Thursday evening, he addressed the nation, focusing on putting Covid-19 in the rearview mirror a year after the World Health Organization declared that a pandemic had begun.“All adult Americans will be eligible to get a vaccine no later than May 1,” said the president, adding the federal government is setting up hundreds of vaccination sites and procuring millions more vaccine doses.It’s good news, but the market is selling off Friday morning. For stocks, the speech represents almost too much of a good thing. The economy is reopening and, as a result,bond yields are rising, putting pressure on high-growth stocks.Futures on the Nasdaq Composite Index, home to many highflying tech stocks, are down 1.6%.Dow Jones Industrial Averagefutures, on the other hand, are flat.Higher yields hurt richly valued, fast-growing companies more than others for a couple of reasons. One, they makes funding growth more expensive. Two, high- growth companies are expected generate most of their cash far in the future. That cash is a little less valuable in present terms when rates are high, compared with when rates are low. In a higher-rate environment, investors have more options to earn interest today, which puts pressure on high-growth stocks’ valuations.A Friday dip, however,doesn’t mean the end of the bull market in Tesla, EV stocks or the Nasdaq. Getting the economy back on its feet is a good thing. Investors just need a chance to adjust to the changing landscape.“There’s a good chance you, your families and friends will be able to get together in your backyard or in your neighborhood and have a cookout …and celebrate Independence Day,” Biden said. That is great news.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326551169,"gmtCreate":1615689094651,"gmtModify":1703492090457,"author":{"id":"3578361458056498","authorId":"3578361458056498","name":"TCju","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578361458056498","idStr":"3578361458056498"},"themes":[],"title":"","htmlText":"Is it time to buy?","listText":"Is it time to buy?","text":"Is it time to buy?","images":[{"img":"https://static.tigerbbs.com/8e3b3cd529d2be1a7ee693302827c82b","width":"1080","height":"2825"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326551169","isVote":1,"tweetType":1,"viewCount":904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":326889304,"gmtCreate":1615612820008,"gmtModify":1703491637382,"author":{"id":"3578361458056498","authorId":"3578361458056498","name":"TCju","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578361458056498","idStr":"3578361458056498"},"themes":[],"title":"","htmlText":"Time to buy","listText":"Time to buy","text":"Time to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/326889304","repostId":"1100027772","repostType":4,"isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326880430,"gmtCreate":1615612774420,"gmtModify":1703491637211,"author":{"id":"3578361458056498","authorId":"3578361458056498","name":"TCju","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578361458056498","idStr":"3578361458056498"},"themes":[],"title":"","htmlText":"Time to buy","listText":"Time to buy","text":"Time to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/326880430","repostId":"1114808605","repostType":4,"isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":326558033,"gmtCreate":1615689206022,"gmtModify":1703492091143,"author":{"id":"3578361458056498","authorId":"3578361458056498","name":"TCju","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578361458056498","idStr":"3578361458056498"},"themes":[],"title":"","htmlText":"Ride on the rising star","listText":"Ride on the rising star","text":"Ride on the rising star","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/326558033","repostId":"1100128328","repostType":4,"repost":{"id":"1100128328","kind":"news","pubTimestamp":1615563404,"share":"https://www.laohunote.com/m/news/1100128328?lang=zh_CN&edition=full","pubTime":"2021-03-12 23:36","market":"us","language":"en","title":"Tesla Stock Is Down. You Could Blame Joe Biden.<blockquote>特斯拉股价下跌。你可以责怪乔·拜登。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100128328","media":"Barrons","summary":"Stock inTesla is lower after CNBC reported that the electric-vehicle company had a firein its Fremon","content":"<p>Stock inTesla&nbsp;is lower after CNBC reported that the&nbsp;electric-vehicle&nbsp;company&nbsp;had a firein its Fremont, Calif. plant, but the blaze probably isn’t the reason for the dip.</p><p><blockquote>CNBC 报道电动汽车公司特斯拉在加利福尼亚州弗里蒙特发生火灾后，该公司股价下跌。植物，但大火可能不是浸泡的原因。</blockquote></p><p>Fires are just a normal, albeit unfortunate, operating problem for any manufacturer. Tesla (ticker: TSLA) didn’t immediately respond to a request for comment about the fire or the damage it may have caused.</p><p><blockquote>对于任何制造商来说，火灾都是一个正常的、尽管不幸的运营问题。特斯拉（股票代码：TSLA）没有立即回应就火灾或其可能造成的损失发表评论的请求。</blockquote></p><p>President Joe Biden is probably responsible for the share-price decline, which left the stock about 2.7% lower in premarket trading, at about $680. It has beena wild weekfor Tesla stockholders. Shares started off the week at about $675,traded above $700and fell to about $560 before bounding back, up 4.7% Thursday, to just under $700.</p><p><blockquote>乔·拜登总统可能是股价下跌的原因，该股在盘前交易中下跌约 2.7%，至 680 美元左右。对于特斯拉股东来说，这是疯狂的一周。本周股价开盘约为 675 美元，交易价格高于 700 美元，随后跌至 560 美元左右，周四反弹，上涨 4.7%，略低于 700 美元。</blockquote></p><p>Nothing Tesla has done appears to be the reason for the recent volatility. It’s all about interest rates.</p><p><blockquote>特斯拉没有做任何事情似乎都不是最近波动的原因。一切都与利率有关。</blockquote></p><p>That is where the president comes into the picture. Thursday evening, he addressed the nation, focusing on putting Covid-19 in the rearview mirror a year after the World Health Organization declared that a pandemic had begun.</p><p><blockquote>这就是总统发挥作用的地方。周四晚上，他向全国发表讲话，重点是在世界卫生组织宣布疫情已经开始一年后将 Covid-19 置于后视镜中。</blockquote></p><p>“All adult Americans will be eligible to get a vaccine no later than May 1,” said the president, adding the federal government is setting up hundreds of vaccination sites and procuring millions more vaccine doses.</p><p><blockquote>总统说：“所有美国成年人最迟将有资格在 5 月 1 日接种疫苗，”他补充说，联邦政府正在建立数百个疫苗接种点，并采购数百万剂疫苗。</blockquote></p><p>It’s good news, but the market is selling off Friday morning. For stocks, the speech represents almost too much of a good thing. The economy is reopening and, as a result,bond yields are rising, putting pressure on high-growth stocks.</p><p><blockquote>这是个好消息，但周五上午市场正在抛售。对于股市来说，这次演讲几乎代表了太多的好事。经济正在重新开放，因此债券收益率正在上升，给高增长股票带来压力。</blockquote></p><p>Futures on the&nbsp;Nasdaq Composite&nbsp;Index, home to many highflying tech stocks, are down 1.6%.Dow Jones Industrial Averagefutures, on the other hand, are flat.</p><p><blockquote>许多飞速科技股的所在地纳斯达克综合指数期货下跌 1.6%。另一方面，道琼斯工业平均指数期货持平。</blockquote></p><p>Higher yields hurt richly valued, fast-growing companies more than others for a couple of reasons. One, they makes funding growth more expensive. Two, high- growth companies are expected generate most of their cash far in the future. That cash is a little less valuable in present terms when rates are high, compared with when rates are low. In a higher-rate environment, investors have more options to earn interest today, which puts pressure on high-growth stocks’ valuations.</p><p><blockquote>较高的收益率对高估值、快速增长的公司的伤害比其他公司更大，原因有几个。第一，它们使融资增长更加昂贵。第二，高增长公司预计将在未来很长一段时间内产生大部分现金。与利率低时相比，利率高时，现金的价值在目前来看略低。在利率上升的环境下，投资者现在有更多赚取利息的选择，这给高增长股票的估值带来了压力。</blockquote></p><p>A Friday dip, however,doesn’t mean the end&nbsp;of the bull market in Tesla, EV stocks or the Nasdaq. Getting the economy back on its feet is a good thing. Investors just need a chance to adjust to the changing landscape.</p><p><blockquote>然而，周五的下跌并不意味着特斯拉、电动汽车股或纳斯达克牛市的结束。让经济恢复正常是一件好事。投资者只是需要一个机会来适应不断变化的环境。</blockquote></p><p>“There’s a good chance you, your families and friends will be able to get together in your backyard or in your neighborhood and have a cookout …and celebrate Independence Day,” Biden said. That is great news.</p><p><blockquote>“拜登说：”你、你的家人和朋友很有可能能在你的后院或社区聚在一起，野餐.庆祝独立日。这是个好消息。</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>Tesla Stock Is Down. You Could Blame Joe Biden.<blockquote>特斯拉股价下跌。你可以责怪乔·拜登。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Is Down. You Could Blame Joe Biden.<blockquote>特斯拉股价下跌。你可以责怪乔·拜登。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-03-12 23:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stock inTesla&nbsp;is lower after CNBC reported that the&nbsp;electric-vehicle&nbsp;company&nbsp;had a firein its Fremont, Calif. plant, but the blaze probably isn’t the reason for the dip.</p><p><blockquote>CNBC 报道电动汽车公司特斯拉在加利福尼亚州弗里蒙特发生火灾后，该公司股价下跌。植物，但大火可能不是浸泡的原因。</blockquote></p><p>Fires are just a normal, albeit unfortunate, operating problem for any manufacturer. Tesla (ticker: TSLA) didn’t immediately respond to a request for comment about the fire or the damage it may have caused.</p><p><blockquote>对于任何制造商来说，火灾都是一个正常的、尽管不幸的运营问题。特斯拉（股票代码：TSLA）没有立即回应就火灾或其可能造成的损失发表评论的请求。</blockquote></p><p>President Joe Biden is probably responsible for the share-price decline, which left the stock about 2.7% lower in premarket trading, at about $680. It has beena wild weekfor Tesla stockholders. Shares started off the week at about $675,traded above $700and fell to about $560 before bounding back, up 4.7% Thursday, to just under $700.</p><p><blockquote>乔·拜登总统可能是股价下跌的原因，该股在盘前交易中下跌约 2.7%，至 680 美元左右。对于特斯拉股东来说，这是疯狂的一周。本周股价开盘约为 675 美元，交易价格高于 700 美元，随后跌至 560 美元左右，周四反弹，上涨 4.7%，略低于 700 美元。</blockquote></p><p>Nothing Tesla has done appears to be the reason for the recent volatility. It’s all about interest rates.</p><p><blockquote>特斯拉没有做任何事情似乎都不是最近波动的原因。一切都与利率有关。</blockquote></p><p>That is where the president comes into the picture. Thursday evening, he addressed the nation, focusing on putting Covid-19 in the rearview mirror a year after the World Health Organization declared that a pandemic had begun.</p><p><blockquote>这就是总统发挥作用的地方。周四晚上，他向全国发表讲话，重点是在世界卫生组织宣布疫情已经开始一年后将 Covid-19 置于后视镜中。</blockquote></p><p>“All adult Americans will be eligible to get a vaccine no later than May 1,” said the president, adding the federal government is setting up hundreds of vaccination sites and procuring millions more vaccine doses.</p><p><blockquote>总统说：“所有美国成年人最迟将有资格在 5 月 1 日接种疫苗，”他补充说，联邦政府正在建立数百个疫苗接种点，并采购数百万剂疫苗。</blockquote></p><p>It’s good news, but the market is selling off Friday morning. For stocks, the speech represents almost too much of a good thing. The economy is reopening and, as a result,bond yields are rising, putting pressure on high-growth stocks.</p><p><blockquote>这是个好消息，但周五上午市场正在抛售。对于股市来说，这次演讲几乎代表了太多的好事。经济正在重新开放，因此债券收益率正在上升，给高增长股票带来压力。</blockquote></p><p>Futures on the&nbsp;Nasdaq Composite&nbsp;Index, home to many highflying tech stocks, are down 1.6%.Dow Jones Industrial Averagefutures, on the other hand, are flat.</p><p><blockquote>许多飞速科技股的所在地纳斯达克综合指数期货下跌 1.6%。另一方面，道琼斯工业平均指数期货持平。</blockquote></p><p>Higher yields hurt richly valued, fast-growing companies more than others for a couple of reasons. One, they makes funding growth more expensive. Two, high- growth companies are expected generate most of their cash far in the future. That cash is a little less valuable in present terms when rates are high, compared with when rates are low. In a higher-rate environment, investors have more options to earn interest today, which puts pressure on high-growth stocks’ valuations.</p><p><blockquote>较高的收益率对高估值、快速增长的公司的伤害比其他公司更大，原因有几个。第一，它们使融资增长更加昂贵。第二，高增长公司预计将在未来很长一段时间内产生大部分现金。与利率低时相比，利率高时，现金的价值在目前来看略低。在利率上升的环境下，投资者现在有更多赚取利息的选择，这给高增长股票的估值带来了压力。</blockquote></p><p>A Friday dip, however,doesn’t mean the end&nbsp;of the bull market in Tesla, EV stocks or the Nasdaq. Getting the economy back on its feet is a good thing. Investors just need a chance to adjust to the changing landscape.</p><p><blockquote>然而，周五的下跌并不意味着特斯拉、电动汽车股或纳斯达克牛市的结束。让经济恢复正常是一件好事。投资者只是需要一个机会来适应不断变化的环境。</blockquote></p><p>“There’s a good chance you, your families and friends will be able to get together in your backyard or in your neighborhood and have a cookout …and celebrate Independence Day,” Biden said. That is great news.</p><p><blockquote>“拜登说：”你、你的家人和朋友很有可能能在你的后院或社区聚在一起，野餐.庆祝独立日。这是个好消息。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-stock-is-down-you-could-blame-joe-biden-51615557806?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-is-down-you-could-blame-joe-biden-51615557806?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100128328","content_text":"Stock inTesla is lower after CNBC reported that the electric-vehicle company had a firein its Fremont, Calif. plant, but the blaze probably isn’t the reason for the dip.Fires are just a normal, albeit unfortunate, operating problem for any manufacturer. Tesla (ticker: TSLA) didn’t immediately respond to a request for comment about the fire or the damage it may have caused.President Joe Biden is probably responsible for the share-price decline, which left the stock about 2.7% lower in premarket trading, at about $680. It has beena wild weekfor Tesla stockholders. Shares started off the week at about $675,traded above $700and fell to about $560 before bounding back, up 4.7% Thursday, to just under $700.Nothing Tesla has done appears to be the reason for the recent volatility. It’s all about interest rates.That is where the president comes into the picture. Thursday evening, he addressed the nation, focusing on putting Covid-19 in the rearview mirror a year after the World Health Organization declared that a pandemic had begun.“All adult Americans will be eligible to get a vaccine no later than May 1,” said the president, adding the federal government is setting up hundreds of vaccination sites and procuring millions more vaccine doses.It’s good news, but the market is selling off Friday morning. For stocks, the speech represents almost too much of a good thing. The economy is reopening and, as a result,bond yields are rising, putting pressure on high-growth stocks.Futures on the Nasdaq Composite Index, home to many highflying tech stocks, are down 1.6%.Dow Jones Industrial Averagefutures, on the other hand, are flat.Higher yields hurt richly valued, fast-growing companies more than others for a couple of reasons. One, they makes funding growth more expensive. Two, high- growth companies are expected generate most of their cash far in the future. That cash is a little less valuable in present terms when rates are high, compared with when rates are low. In a higher-rate environment, investors have more options to earn interest today, which puts pressure on high-growth stocks’ valuations.A Friday dip, however,doesn’t mean the end of the bull market in Tesla, EV stocks or the Nasdaq. Getting the economy back on its feet is a good thing. Investors just need a chance to adjust to the changing landscape.“There’s a good chance you, your families and friends will be able to get together in your backyard or in your neighborhood and have a cookout …and celebrate Independence Day,” Biden said. That is great news.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893174254,"gmtCreate":1628251499778,"gmtModify":1633752250403,"author":{"id":"3578361458056498","authorId":"3578361458056498","name":"TCju","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578361458056498","idStr":"3578361458056498"},"themes":[],"title":"","htmlText":"Good progress in vaccination,&nbsp; time to relax while be cautious&nbsp;","listText":"Good progress in vaccination,&nbsp; time to relax while be cautious&nbsp;","text":"Good progress in vaccination, time to relax while be cautious","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/893174254","repostId":"1196354962","repostType":4,"isVote":1,"tweetType":1,"viewCount":2445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326889304,"gmtCreate":1615612820008,"gmtModify":1703491637382,"author":{"id":"3578361458056498","authorId":"3578361458056498","name":"TCju","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578361458056498","idStr":"3578361458056498"},"themes":[],"title":"","htmlText":"Time to buy","listText":"Time to buy","text":"Time to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/326889304","repostId":"1100027772","repostType":4,"isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325398117,"gmtCreate":1615862304739,"gmtModify":1703494131197,"author":{"id":"3578361458056498","authorId":"3578361458056498","name":"TCju","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578361458056498","idStr":"3578361458056498"},"themes":[],"title":"","htmlText":"Any recommendation&nbsp;","listText":"Any recommendation&nbsp;","text":"Any recommendation","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325398117","repostId":"1143760301","repostType":4,"repost":{"id":"1143760301","kind":"news","pubTimestamp":1615861990,"share":"https://www.laohunote.com/m/news/1143760301?lang=zh_CN&edition=full","pubTime":"2021-03-16 10:33","market":"us","language":"en","title":"Value stocks are making a comeback. Don’t get left behind, these analysts say<blockquote>价值股正在卷土重来。这些分析师说，不要落后</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143760301","media":"MarketWatch","summary":"Pure value has trailed the S&P 500 by 30 percentage points in the past 3 years.After a 14-year stret","content":"<p>Pure value has trailed the S&amp;P 500 by 30 percentage points in the past 3 years.After a 14-year stretch of outperformance for growth stocks compared to value, investors seem to&nbsp;finally be rewarding the left-behind names. That makes sense: value sectors tend to do better at the start of an economic cycle, after all. But there have been several&nbsp;value head fakes&nbsp;over the years, and growthier names grab more headlines.</p><p><blockquote>过去3年，净值落后标普500 30个百分点。与价值股相比，成长型股票连续 14 年表现优异后，投资者似乎终于开始奖励那些落后的股票。这是有道理的：毕竟，价值行业往往在经济周期开始时表现更好。但这些年来出现了几起价值主管假货，越来越多的名字占据了更多的头条新闻。</blockquote></p><p>Still, one analyst team says the&nbsp;rotation is for real— and there’s still upside left.</p><p><blockquote>尽管如此，一个分析团队表示，这次轮换是真实的--而且仍有上升空间。</blockquote></p><p>“Growth’s dominance relative to value peaked in the fall of 2020,” wrote Keith Lerner, chief market strategist, and Dylan Kase, investment analyst, at Truist Advisory Services.</p><p><blockquote>“Truist Advisory Services 首席市场策略师 Keith Lerner 和投资分析师 Dylan Kase 写道：”增长相对于价值的主导地位在 2020 年秋季达到顶峰。</blockquote></p><p>“We still see more upside in value relative to growth over the next 12 months given value’s dramatic longer-term underperformance as well as the U.S. economy being on the cusp of the best growth in more than 35 years,” they added. “It would not be unusual to see value consolidate some of its recent outperformance, but we would stick with the value trend and use any short-term setbacks to add to the position.”</p><p><blockquote>“他们补充说：”鉴于价值公司长期表现不佳，以及美国经济正处于 35 年来最佳增长的风口浪尖，我们认为价值公司在未来 12 个月内相对于增长仍有更大的上涨空间。“价值指数巩固近期的一些优异表现并不罕见，但我们会坚持价值指数的趋势，并利用任何短期挫折来增加仓位。”</blockquote></p><p>Value stocks have rallied in recent weeks, the analysts acknowledged, but according to one metric, there’s still room to run.</p><p><blockquote>分析师承认，价值股最近几周有所反弹，但根据一项指标，仍有上涨空间。</blockquote></p><p>“Our work suggests that greater upside remains in the pure value style,” they write, which has more of an allocation to financials&nbsp;and energy.Pure value has trailed the S&amp;P 500&nbsp;by 30 percentage points over the past three years, and forward earnings look much more attractive than the broader market does.</p><p><blockquote>“他们写道：”我们的研究表明，更大的上涨空间仍然是纯价值风格，这种风格更多地分配给金融和能源。过去三年，净值落后标普500 30 个百分点，未来收益看起来比大盘更具吸引力。</blockquote></p><p><img src=\"https://static.tigerbbs.com/9ddb33e8531412f0a26ac513dd0d610a\" tg-width=\"1260\" tg-height=\"657\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>“Catch up potential remains,” the analysts concluded, especially if the economic rebound&nbsp;is as strong as forecast.</p><p><blockquote>“分析师总结道：”追赶的潜力依然存在，尤其是如果经济反弹像预测的那样强劲的话。</blockquote></p><p>On Monday, all major stock benchmarks were trading near flat, with a slight edge for the growth- and tech-oriented Nasdaq Composite index.</p><p><blockquote>周一，所有主要股票基准交易几乎持平，以增长和科技为导向的纳斯达克综合指数略有上涨。</blockquote></p><p></p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Value stocks are making a comeback. Don’t get left behind, these analysts say<blockquote>价值股正在卷土重来。这些分析师说，不要落后</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\">\nValue stocks are making a comeback. Don’t get left behind, these analysts say<blockquote>价值股正在卷土重来。这些分析师说，不要落后</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-03-16 10:33</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Pure value has trailed the S&amp;P 500 by 30 percentage points in the past 3 years.After a 14-year stretch of outperformance for growth stocks compared to value, investors seem to&nbsp;finally be rewarding the left-behind names. That makes sense: value sectors tend to do better at the start of an economic cycle, after all. But there have been several&nbsp;value head fakes&nbsp;over the years, and growthier names grab more headlines.</p><p><blockquote>过去3年，净值落后标普500 30个百分点。与价值股相比，成长型股票连续 14 年表现优异后，投资者似乎终于开始奖励那些落后的股票。这是有道理的：毕竟，价值行业往往在经济周期开始时表现更好。但这些年来出现了几起价值主管假货，越来越多的名字占据了更多的头条新闻。</blockquote></p><p>Still, one analyst team says the&nbsp;rotation is for real— and there’s still upside left.</p><p><blockquote>尽管如此，一个分析团队表示，这次轮换是真实的--而且仍有上升空间。</blockquote></p><p>“Growth’s dominance relative to value peaked in the fall of 2020,” wrote Keith Lerner, chief market strategist, and Dylan Kase, investment analyst, at Truist Advisory Services.</p><p><blockquote>“Truist Advisory Services 首席市场策略师 Keith Lerner 和投资分析师 Dylan Kase 写道：”增长相对于价值的主导地位在 2020 年秋季达到顶峰。</blockquote></p><p>“We still see more upside in value relative to growth over the next 12 months given value’s dramatic longer-term underperformance as well as the U.S. economy being on the cusp of the best growth in more than 35 years,” they added. “It would not be unusual to see value consolidate some of its recent outperformance, but we would stick with the value trend and use any short-term setbacks to add to the position.”</p><p><blockquote>“他们补充说：”鉴于价值公司长期表现不佳，以及美国经济正处于 35 年来最佳增长的风口浪尖，我们认为价值公司在未来 12 个月内相对于增长仍有更大的上涨空间。“价值指数巩固近期的一些优异表现并不罕见，但我们会坚持价值指数的趋势，并利用任何短期挫折来增加仓位。”</blockquote></p><p>Value stocks have rallied in recent weeks, the analysts acknowledged, but according to one metric, there’s still room to run.</p><p><blockquote>分析师承认，价值股最近几周有所反弹，但根据一项指标，仍有上涨空间。</blockquote></p><p>“Our work suggests that greater upside remains in the pure value style,” they write, which has more of an allocation to financials&nbsp;and energy.Pure value has trailed the S&amp;P 500&nbsp;by 30 percentage points over the past three years, and forward earnings look much more attractive than the broader market does.</p><p><blockquote>“他们写道：”我们的研究表明，更大的上涨空间仍然是纯价值风格，这种风格更多地分配给金融和能源。过去三年，净值落后标普500 30 个百分点，未来收益看起来比大盘更具吸引力。</blockquote></p><p><img src=\"https://static.tigerbbs.com/9ddb33e8531412f0a26ac513dd0d610a\" tg-width=\"1260\" tg-height=\"657\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>“Catch up potential remains,” the analysts concluded, especially if the economic rebound&nbsp;is as strong as forecast.</p><p><blockquote>“分析师总结道：”追赶的潜力依然存在，尤其是如果经济反弹像预测的那样强劲的话。</blockquote></p><p>On Monday, all major stock benchmarks were trading near flat, with a slight edge for the growth- and tech-oriented Nasdaq Composite index.</p><p><blockquote>周一，所有主要股票基准交易几乎持平，以增长和科技为导向的纳斯达克综合指数略有上涨。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/value-stocks-are-making-a-comeback-dont-get-left-behind-these-analysts-say-11615828690?mod=hp_LATEST&adobe_mc=MCMID%3D03250748340802259633376614514522268876%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1615861739\">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":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/value-stocks-are-making-a-comeback-dont-get-left-behind-these-analysts-say-11615828690?mod=hp_LATEST&adobe_mc=MCMID%3D03250748340802259633376614514522268876%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1615861739","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1143760301","content_text":"Pure value has trailed the S&P 500 by 30 percentage points in the past 3 years.After a 14-year stretch of outperformance for growth stocks compared to value, investors seem to finally be rewarding the left-behind names. That makes sense: value sectors tend to do better at the start of an economic cycle, after all. But there have been several value head fakes over the years, and growthier names grab more headlines.Still, one analyst team says the rotation is for real— and there’s still upside left.“Growth’s dominance relative to value peaked in the fall of 2020,” wrote Keith Lerner, chief market strategist, and Dylan Kase, investment analyst, at Truist Advisory Services.“We still see more upside in value relative to growth over the next 12 months given value’s dramatic longer-term underperformance as well as the U.S. economy being on the cusp of the best growth in more than 35 years,” they added. “It would not be unusual to see value consolidate some of its recent outperformance, but we would stick with the value trend and use any short-term setbacks to add to the position.”Value stocks have rallied in recent weeks, the analysts acknowledged, but according to one metric, there’s still room to run.“Our work suggests that greater upside remains in the pure value style,” they write, which has more of an allocation to financials and energy.Pure value has trailed the S&P 500 by 30 percentage points over the past three years, and forward earnings look much more attractive than the broader market does.“Catch up potential remains,” the analysts concluded, especially if the economic rebound is as strong as forecast.On Monday, all major stock benchmarks were trading near flat, with a slight edge for the growth- and tech-oriented Nasdaq Composite index.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1070,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322172266,"gmtCreate":1615789235655,"gmtModify":1703492962889,"author":{"id":"3578361458056498","authorId":"3578361458056498","name":"TCju","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578361458056498","idStr":"3578361458056498"},"themes":[],"title":"","htmlText":"Worth to invest?&nbsp;","listText":"Worth to invest?&nbsp;","text":"Worth to invest?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/322172266","repostId":"1184730448","repostType":4,"isVote":1,"tweetType":1,"viewCount":868,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322172012,"gmtCreate":1615789177136,"gmtModify":1703492962198,"author":{"id":"3578361458056498","authorId":"3578361458056498","name":"TCju","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578361458056498","idStr":"3578361458056498"},"themes":[],"title":"","htmlText":"Tech stock&nbsp;","listText":"Tech stock&nbsp;","text":"Tech stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322172012","repostId":"1184730448","repostType":4,"isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893176544,"gmtCreate":1628251338088,"gmtModify":1633752251878,"author":{"id":"3578361458056498","authorId":"3578361458056498","name":"TCju","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578361458056498","idStr":"3578361458056498"},"themes":[],"title":"","htmlText":"Bug","listText":"Bug","text":"Bug","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893176544","repostId":"1155656235","repostType":2,"repost":{"id":"1155656235","kind":"news","pubTimestamp":1628227304,"share":"https://www.laohunote.com/m/news/1155656235?lang=zh_CN&edition=full","pubTime":"2021-08-06 13:21","market":"us","language":"en","title":"20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的 20 只云股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155656235","media":"MarketWatch","summary":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales ","content":"<p>Cloud ETFs are close to record highs, propelled by a rally in the sector</p><p><blockquote>在行业反弹的推动下，云 ETF 接近历史新高</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78101d8010e186fe4df59b2ef82b5de6\" tg-width=\"700\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Analysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)</span></p><p><blockquote><p class=\"t-img-caption\"><span>分析师预计提供云服务的公司未来销售额将实现强劲增长。（盖蒂图片社/iStockphoto）</span></p></blockquote></p><p> U.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.</p><p><blockquote>尽管来自中国大陆的传言和德尔塔变异毒株感染人数激增，美国投资者仍然看好。</blockquote></p><p> Cloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.</p><p><blockquote>云公司——那些处于通过互联网将计算能力转变为分布式模型的最前沿的公司——预计将在未来几年快速增长，覆盖该领域的五大交易所交易基金中有四家接近创下历史新高。</blockquote></p><p> Below is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.</p><p><blockquote>下面是这些 ETF 持有的股票屏幕，显示了预计到 2023 年销售额增幅最大的股票。在一个有许多参与者处于相对早期阶段的行业中，销售额的增长而不是盈利的增长可能是股价的最佳驱动因素。</blockquote></p><p> To begin the screen, we looked at the five largest cloud ETFs:</p><p><blockquote>为了开始屏幕，我们查看了五个最大的云 ETF：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36209ce827d95e822cad5128be8b146a\" tg-width=\"933\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> ETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.</p><p><blockquote>ETF 可能是您采取广泛方法长期参与云革命的最佳方式。如果您对任何 ETF 感兴趣，您应该查看基金经理的网站。</blockquote></p><p> Here’s a comparison of total returns through Aug. 4, along with those for the SPDR S&amp;P 500 ETF&nbsp;and the Invesco QQQ Trust&nbsp;(which tracks the Nasdaq-100 Index) for comparison:</p><p><blockquote>以下是截至 8 月 4 日的总回报率对比，以及 SPDR 标普500 ETF 和景顺 QQQ 信托基金（追踪纳斯达克 100 指数）的总回报率对比：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/242f135b3c7cca3cbaae3ee574023c1f\" tg-width=\"942\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> The ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF&nbsp;is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.</p><p><blockquote>ETF 的方法各不相同。例如，方舟下一代互联网ETF是唯一一只主动管理的。其他人跟踪索引。根据ARK Invest 8月5日发布的信息，它也是唯一一家持有特斯拉公司股票的公司，该公司占该投资组合的10.65%。特斯拉是一家电动汽车制造商，但它也可以被视为一家云公司，因为它不断通过互联网分发软件更新，并提供其他基于云的服务。</blockquote></p><p> Another holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.</p><p><blockquote>在五只云 ETF 中，ARKW 的另一个独特持股是华特迪士尼公司（Walt Disney Co.），该公司通过其 Disney+ 流媒体服务无疑是一家重要的云公司，尽管该公司没有直接说明其销售额中有多少来自这一快速增长的领域。</blockquote></p><p> As part of its description of ARKW, FactSet says the following:</p><p><blockquote>FactSet 对 ARKW 描述的一部分如下：</blockquote></p><p> <i>“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”</i></p><p><blockquote><i>“从广义上讲，ARKW 的管理者似乎专注于物联网、云计算、数字货币和可穿戴技术等热门词汇。虽然该基金的重点可能是吸引对这些新技术充满信心的投资者，但投资组合的实施却是一项更加艰巨的任务： 大多数开发这些进步的公司都是大公司，新兴技术只占总收入的一小部分。因此，要获得 ARKW 的目标技术的纯粹权限是非常困难的--因此，一定要确认该基金的持有量--而不仅仅是其论点--与您对该领域的看法相一致。</i></blockquote></p><p> <b>Cloud-stock screen</b></p><p><blockquote><b>云库存屏幕</b></blockquote></p><p> Together, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)</p><p><blockquote>上面列出的五只云ETF总共持有147只股票。为了预测 2023 年的销售增长，我们使用 2020 年日历销售预测作为基线，然后查看 FactSet 调查的分析师对未来三年的共识预测（如果有）。(2020 年的数字是估计值，因为许多公司的财政年度与日历不符）。</blockquote></p><p> To make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.</p><p><blockquote>为了确保我们有一套可靠的估计，我们将小组范围限制在 FactSet 调查的至少五名分析师所涵盖的 126 家公司，这些公司提供了 2020 年至 2023 年的共识销售估计。</blockquote></p><p> Here are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:</p><p><blockquote>以下是预计到 2023 年销售额复合年增长率 (CAGR) 最高的 20 家公司：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/517a23591cde159fb889ab80abc4bcc6\" tg-width=\"934\" tg-height=\"765\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6af2cf5b5f9f0ce50f8f023ac7babc7f\" tg-width=\"935\" tg-height=\"717\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b88ebe72e09cb9ce3294269f0a4ae431\" tg-width=\"935\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> There are actually 21 stocks listed, including Zillow Group Inc.’s Class A&nbsp;and Class C&nbsp;shares.</p><p><blockquote>实际上有 21 只股票上市，包括 Zillow Group Inc. 的 A 类股票和 C 类股票。</blockquote></p><p> It is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.</p><p><blockquote>有趣的是，该名单以 ARKW 持有的股票为主。该基金对云公司有广泛的定义，也关注销售增长。</blockquote></p><p></p><p> Here are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.</p><p><blockquote>以下是基于未来 12 个月共识估计的当前远期市销率，以及当前市值与 2023 年预计销售额的比率和分析师对股票的意见摘要。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/19b9c4bf1d8b1abcfa76b7d008a47ad7\" tg-width=\"938\" tg-height=\"805\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/2ff191189c5d7d2f31698843734ca3cc\" tg-width=\"933\" tg-height=\"773\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9543489c4d52d3f1a69dfdcf170115\" tg-width=\"930\" tg-height=\"242\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> In comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.</p><p><blockquote>相比之下，SPDR标普500指数ETF的远期市销率为 2.8，2023 年预计市销率为 2.6。QQQ 目前的市盈率为 4.7，2023 年将下降至 4.3。</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>20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的 20 只云股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的 20 只云股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-06 13:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Cloud ETFs are close to record highs, propelled by a rally in the sector</p><p><blockquote>在行业反弹的推动下，云 ETF 接近历史新高</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78101d8010e186fe4df59b2ef82b5de6\" tg-width=\"700\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Analysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)</span></p><p><blockquote><p class=\"t-img-caption\"><span>分析师预计提供云服务的公司未来销售额将实现强劲增长。（盖蒂图片社/iStockphoto）</span></p></blockquote></p><p> U.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.</p><p><blockquote>尽管来自中国大陆的传言和德尔塔变异毒株感染人数激增，美国投资者仍然看好。</blockquote></p><p> Cloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.</p><p><blockquote>云公司——那些处于通过互联网将计算能力转变为分布式模型的最前沿的公司——预计将在未来几年快速增长，覆盖该领域的五大交易所交易基金中有四家接近创下历史新高。</blockquote></p><p> Below is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.</p><p><blockquote>下面是这些 ETF 持有的股票屏幕，显示了预计到 2023 年销售额增幅最大的股票。在一个有许多参与者处于相对早期阶段的行业中，销售额的增长而不是盈利的增长可能是股价的最佳驱动因素。</blockquote></p><p> To begin the screen, we looked at the five largest cloud ETFs:</p><p><blockquote>为了开始屏幕，我们查看了五个最大的云 ETF：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36209ce827d95e822cad5128be8b146a\" tg-width=\"933\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> ETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.</p><p><blockquote>ETF 可能是您采取广泛方法长期参与云革命的最佳方式。如果您对任何 ETF 感兴趣，您应该查看基金经理的网站。</blockquote></p><p> Here’s a comparison of total returns through Aug. 4, along with those for the SPDR S&amp;P 500 ETF&nbsp;and the Invesco QQQ Trust&nbsp;(which tracks the Nasdaq-100 Index) for comparison:</p><p><blockquote>以下是截至 8 月 4 日的总回报率对比，以及 SPDR 标普500 ETF 和景顺 QQQ 信托基金（追踪纳斯达克 100 指数）的总回报率对比：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/242f135b3c7cca3cbaae3ee574023c1f\" tg-width=\"942\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> The ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF&nbsp;is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.</p><p><blockquote>ETF 的方法各不相同。例如，方舟下一代互联网ETF是唯一一只主动管理的。其他人跟踪索引。根据ARK Invest 8月5日发布的信息，它也是唯一一家持有特斯拉公司股票的公司，该公司占该投资组合的10.65%。特斯拉是一家电动汽车制造商，但它也可以被视为一家云公司，因为它不断通过互联网分发软件更新，并提供其他基于云的服务。</blockquote></p><p> Another holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.</p><p><blockquote>在五只云 ETF 中，ARKW 的另一个独特持股是华特迪士尼公司（Walt Disney Co.），该公司通过其 Disney+ 流媒体服务无疑是一家重要的云公司，尽管该公司没有直接说明其销售额中有多少来自这一快速增长的领域。</blockquote></p><p> As part of its description of ARKW, FactSet says the following:</p><p><blockquote>FactSet 对 ARKW 描述的一部分如下：</blockquote></p><p> <i>“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”</i></p><p><blockquote><i>“从广义上讲，ARKW 的管理者似乎专注于物联网、云计算、数字货币和可穿戴技术等热门词汇。虽然该基金的重点可能是吸引对这些新技术充满信心的投资者，但投资组合的实施却是一项更加艰巨的任务： 大多数开发这些进步的公司都是大公司，新兴技术只占总收入的一小部分。因此，要获得 ARKW 的目标技术的纯粹权限是非常困难的--因此，一定要确认该基金的持有量--而不仅仅是其论点--与您对该领域的看法相一致。</i></blockquote></p><p> <b>Cloud-stock screen</b></p><p><blockquote><b>云库存屏幕</b></blockquote></p><p> Together, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)</p><p><blockquote>上面列出的五只云ETF总共持有147只股票。为了预测 2023 年的销售增长，我们使用 2020 年日历销售预测作为基线，然后查看 FactSet 调查的分析师对未来三年的共识预测（如果有）。(2020 年的数字是估计值，因为许多公司的财政年度与日历不符）。</blockquote></p><p> To make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.</p><p><blockquote>为了确保我们有一套可靠的估计，我们将小组范围限制在 FactSet 调查的至少五名分析师所涵盖的 126 家公司，这些公司提供了 2020 年至 2023 年的共识销售估计。</blockquote></p><p> Here are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:</p><p><blockquote>以下是预计到 2023 年销售额复合年增长率 (CAGR) 最高的 20 家公司：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/517a23591cde159fb889ab80abc4bcc6\" tg-width=\"934\" tg-height=\"765\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6af2cf5b5f9f0ce50f8f023ac7babc7f\" tg-width=\"935\" tg-height=\"717\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b88ebe72e09cb9ce3294269f0a4ae431\" tg-width=\"935\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> There are actually 21 stocks listed, including Zillow Group Inc.’s Class A&nbsp;and Class C&nbsp;shares.</p><p><blockquote>实际上有 21 只股票上市，包括 Zillow Group Inc. 的 A 类股票和 C 类股票。</blockquote></p><p> It is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.</p><p><blockquote>有趣的是，该名单以 ARKW 持有的股票为主。该基金对云公司有广泛的定义，也关注销售增长。</blockquote></p><p></p><p> Here are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.</p><p><blockquote>以下是基于未来 12 个月共识估计的当前远期市销率，以及当前市值与 2023 年预计销售额的比率和分析师对股票的意见摘要。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/19b9c4bf1d8b1abcfa76b7d008a47ad7\" tg-width=\"938\" tg-height=\"805\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/2ff191189c5d7d2f31698843734ca3cc\" tg-width=\"933\" tg-height=\"773\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9543489c4d52d3f1a69dfdcf170115\" tg-width=\"930\" tg-height=\"242\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> In comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.</p><p><blockquote>相比之下，SPDR标普500指数ETF的远期市销率为 2.8，2023 年预计市销率为 2.6。QQQ 目前的市盈率为 4.7，2023 年将下降至 4.3。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?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":{"ADYEY":"Adyen N.V.","ROKU":"Roku Inc","PINS":"Pinterest, Inc.","TSLA":"特斯拉","CRWD":"CrowdStrike Holdings, Inc.","COIN":"Coinbase Global, Inc.","SNAP":"Snap Inc","SHOP":"Shopify Inc","MELI":"MercadoLibre","KC":"金山云","SE":"Sea Ltd","ZG":"Zillow Class A","TDOC":"Teladoc Health Inc.","PDD":"拼多多","OKTA":"Okta Inc.","DKNG":"DraftKings Inc.","VCYT":"Veracyte Inc","Z":"Zillow"},"source_url":"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155656235","content_text":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)\nU.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.\nCloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.\nBelow is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.\nTo begin the screen, we looked at the five largest cloud ETFs:\nSource: FactSet\nETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.\nHere’s a comparison of total returns through Aug. 4, along with those for the SPDR S&P 500 ETF and the Invesco QQQ Trust (which tracks the Nasdaq-100 Index) for comparison:\nSource: FactSet\nThe ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.\nAnother holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.\nAs part of its description of ARKW, FactSet says the following:\n“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”\nCloud-stock screen\nTogether, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)\nTo make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.\nHere are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:\n\nSource: FactSet\nThere are actually 21 stocks listed, including Zillow Group Inc.’s Class A and Class C shares.\nIt is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.\nHere are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.\n\nSource: FactSet\nIn comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.","news_type":1,"symbols_score_info":{"TDOC":0.9,"PINS":0.9,"SE":0.9,"SNAP":0.9,"TSLA":0.9,"ADYEY":0.9,"PDD":0.9,"ZG":0.9,"OKTA":0.9,"CRWD":0.9,"SQ":0.9,"MELI":0.9,"Z":0.9,"SKLZ":0.9,"DKNG":0.9,"VCYT":0.9,"ROKU":0.9,"KC":0.9,"LC":0.9,"SHOP":0.9,"COIN":0.9}},"isVote":1,"tweetType":1,"viewCount":2970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359511417,"gmtCreate":1616412080739,"gmtModify":1634525992905,"author":{"id":"3578361458056498","authorId":"3578361458056498","name":"TCju","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578361458056498","idStr":"3578361458056498"},"themes":[],"title":"","htmlText":"Microsoft? Facebook?","listText":"Microsoft? Facebook?","text":"Microsoft? Facebook?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359511417","repostId":"1162978648","repostType":2,"repost":{"id":"1162978648","kind":"news","pubTimestamp":1616407258,"share":"https://www.laohunote.com/m/news/1162978648?lang=zh_CN&edition=full","pubTime":"2021-03-22 18:00","market":"us","language":"en","title":"Big Insider Stock Buys at Microsoft, Lowe’s, and Walmart<blockquote>微软、劳氏和沃尔玛的大量内部人士买入股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1162978648","media":"Barrons","summary":"As the stock market rose to record levels in recent weeks, insiders at some large companies have mad","content":"<p>As the stock market rose to record levels in recent weeks, insiders at some large companies have made large purchases of stock.</p><p><blockquote>随着最近几周股市升至创纪录水平，一些大公司的内部人士大量购买股票。</blockquote></p><p> Directors atMicrosoft(ticker: MSFT), Lowe’s (LOW), andWalmart(WMT), and an executive atKeurig Dr Pepper(KDP) have made million-dollar open-market purchases of stock. For all of them, it was their first stock purchases as company insiders on the open market.</p><p><blockquote>微软（股票代码：MSFT）、劳氏（LOW）和沃尔玛（WMT）的董事，以及Keurig Dr Pepper（KDP）的一名高管，都在公开市场上购买了价值数百万美元的股票。对他们所有人来说，这是他们作为公司内部人士第一次在公开市场上购买股票。</blockquote></p><p> Emma Walmsley paid $1 million on March 10 for 4,300 Microsoft shares, an average per-share price of $236.80. She now owns 5,026 shares of the software giant,according to a formshe filed with the Securities and Exchange Commission. Walmsley, the CEO of GlaxoSmithKline (GSK),joined Microsoft’s boardin December 2019.</p><p><blockquote>Emma Walmsley 于 3 月 10 日支付 100 万美元购买了 4,300 股微软股票，平均每股价格为 236.80 美元。根据她向美国证券交易委员会提交的表格， 她现在拥有这家软件巨头的 5,026 股股票。葛兰素史克（GSK）首席执行官沃姆斯利于2019年12月加入微软董事会。</blockquote></p><p> Microsoft stock has gained 3.6% year to date, compared with the 4.2% rise in theS&amp;P 500 index,a broad measure of the market. Microsoft’searnings have been strong. Earlier this month, an analyst wrote anupbeat reportabout the shares.</p><p><blockquote>微软股价今年迄今已上涨 3.6%，而标准普尔 500 指数（衡量市场的广泛指标）则上涨了 4.2%。微软的searnings一直很强劲。本月早些时候，一位分析师撰写了一份关于该股的 Upbeat 报告。</blockquote></p><p> Walmsley declined to comment on her recent purchase of Microsoft stock beyond the filing.</p><p><blockquote>沃姆斯利拒绝就她最近在文件之外购买微软股票一事发表评论。</blockquote></p><p> David Batchelderpaid $1 million for 6,250 Lowe’s shareson Feb. 26, a per-share average price of $159.48. He made the purchases through a trust that now owns 28,250 shares of the home-improvement retailer.</p><p><blockquote>2 月 26 日，David Batchelder 斥资 100 万美元购买了 6250 股 Lowe's 股票，每股平均价格为 159.48 美元。他通过一家信托基金进行了购买，该信托基金目前拥有这家家装零售商的 28,250 股股票。</blockquote></p><p> Batchelder, aLowe’s director since 2018, was a founder, principal, and member of the investment committee at Relational Investor. Lowe’s didn’t respond to a request to make him available for comment on his stock purchase.</p><p><blockquote>Batchelder 自 2018 年起担任 aLowe 董事，是 Relational Investor 的创始人、负责人和投资委员会成员。劳氏公司没有回应就其购买股票一事发表评论的请求。</blockquote></p><p> Lowe’s stock has risen 11.8% so far in 2021. Shares have performed well during the coronavirus pandemic, and at least one analyst thinks Lowe’s stock can riseas the economy reopens. Ahousing recoverylooks set to benefit the retailer as well.</p><p><blockquote>2021 年迄今为止，Lowe 的股价已上涨 11.8%。在冠状病毒大流行期间，劳氏的股价表现良好，至少有一位分析师认为，如果经济重新开放，劳氏的股价可能会上涨。住房复苏看起来也将使零售商受益。</blockquote></p><p> Randall Stephenson &nbsp;joined Walmart’s board, effective March 3. Less than a week later, on March 8, hepaid $1 million for 7,725 sharesof the retailing giant, a per-share average price of $129.63.</p><p><blockquote>兰德尔-斯蒂芬森（Randall Stephenson）于 3 月 3 日加入沃尔玛董事会。不到一周后，即 3 月 8 日，他斥资 100 万美元购买了这家零售巨头的 7,725 股股票，每股平均价格为 129.63 美元。</blockquote></p><p> Walmart didn’t respond to a request to make Stephenson, a former chairman and CEO of AT&amp;T (T), available for comment on his stock purchase.</p><p><blockquote>沃尔玛没有回应美国电话电报公司（T）前董事长兼首席执行官斯蒂芬森就其购买股票一事发表评论的请求。</blockquote></p><p> Walmart stock has slipped 8.6% so far in 2021.Mixed fourth-quarter earnings, reported in February, sent shares sliding. We’ve noted that Walmart could make abig splash in bankingsoon.</p><p><blockquote>2021 年迄今为止，沃尔玛股价已下跌 8.6%。二月份公布的第四季度盈利好坏参半，导致股价下滑。我们注意到，沃尔玛可能很快就会在银行业大放异彩。</blockquote></p><p> Justin Whitmorejoined Keurig Dr Peppereffective March 1 as chief strategy officer. Two weeks later, on March 15, Whitmorepaid $1.2 million for 37,384 sharesof the beverage company, an average price of $33.30 each.</p><p><blockquote>贾斯汀·惠特莫尔 (Justin Whitmore) 于 3 月 1 日加入 Keurig Dr Pepper Effective，担任首席战略官。两周后，即 3 月 15 日，惠特莫尔斥资 120 万美元购买了这家饮料公司的 37,384 股股票，平均价格为每股 33.30 美元。</blockquote></p><p> Keurig Dr Pepper didn’t respond to a request to make Whitmore available for comment on his stock purchase.</p><p><blockquote>Keurig Dr Pepper 没有回应让惠特莫尔就其购买股票一事发表评论的请求。</blockquote></p><p> Shares have gained 6.7% so far in 2021. After amixed fourth-quarter reportin January, Keurig Dr Pepper CEO Robert Gamgort pointed to the company’s “strong market execution across our entire portfolio.” Earlier this month, an analystdowngraded Keurig Dr Pepper stockto Equal Weight from Overweight, and wrote that the valuation was “no longer compelling.”</p><p><blockquote>2021 年迄今为止，股价已上涨 6.7%。在 1 月份公布了喜忧参半的第四季度报告后，Keurig Dr Pepper 首席执行官罗伯特-加姆戈特（Robert Gamgort）指出，该公司 “整个产品组合的市场执行力强劲”。本月早些时候，一位分析师将 Keurig Dr Pepper 股票的评级从跑赢大盘下调至同等权重，并写道估值 “不再有说服力”。</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>Big Insider Stock Buys at Microsoft, Lowe’s, and Walmart<blockquote>微软、劳氏和沃尔玛的大量内部人士买入股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBig Insider Stock Buys at Microsoft, Lowe’s, and Walmart<blockquote>微软、劳氏和沃尔玛的大量内部人士买入股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-03-22 18:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As the stock market rose to record levels in recent weeks, insiders at some large companies have made large purchases of stock.</p><p><blockquote>随着最近几周股市升至创纪录水平，一些大公司的内部人士大量购买股票。</blockquote></p><p> Directors atMicrosoft(ticker: MSFT), Lowe’s (LOW), andWalmart(WMT), and an executive atKeurig Dr Pepper(KDP) have made million-dollar open-market purchases of stock. For all of them, it was their first stock purchases as company insiders on the open market.</p><p><blockquote>微软（股票代码：MSFT）、劳氏（LOW）和沃尔玛（WMT）的董事，以及Keurig Dr Pepper（KDP）的一名高管，都在公开市场上购买了价值数百万美元的股票。对他们所有人来说，这是他们作为公司内部人士第一次在公开市场上购买股票。</blockquote></p><p> Emma Walmsley paid $1 million on March 10 for 4,300 Microsoft shares, an average per-share price of $236.80. She now owns 5,026 shares of the software giant,according to a formshe filed with the Securities and Exchange Commission. Walmsley, the CEO of GlaxoSmithKline (GSK),joined Microsoft’s boardin December 2019.</p><p><blockquote>Emma Walmsley 于 3 月 10 日支付 100 万美元购买了 4,300 股微软股票，平均每股价格为 236.80 美元。根据她向美国证券交易委员会提交的表格， 她现在拥有这家软件巨头的 5,026 股股票。葛兰素史克（GSK）首席执行官沃姆斯利于2019年12月加入微软董事会。</blockquote></p><p> Microsoft stock has gained 3.6% year to date, compared with the 4.2% rise in theS&amp;P 500 index,a broad measure of the market. Microsoft’searnings have been strong. Earlier this month, an analyst wrote anupbeat reportabout the shares.</p><p><blockquote>微软股价今年迄今已上涨 3.6%，而标准普尔 500 指数（衡量市场的广泛指标）则上涨了 4.2%。微软的searnings一直很强劲。本月早些时候，一位分析师撰写了一份关于该股的 Upbeat 报告。</blockquote></p><p> Walmsley declined to comment on her recent purchase of Microsoft stock beyond the filing.</p><p><blockquote>沃姆斯利拒绝就她最近在文件之外购买微软股票一事发表评论。</blockquote></p><p> David Batchelderpaid $1 million for 6,250 Lowe’s shareson Feb. 26, a per-share average price of $159.48. He made the purchases through a trust that now owns 28,250 shares of the home-improvement retailer.</p><p><blockquote>2 月 26 日，David Batchelder 斥资 100 万美元购买了 6250 股 Lowe's 股票，每股平均价格为 159.48 美元。他通过一家信托基金进行了购买，该信托基金目前拥有这家家装零售商的 28,250 股股票。</blockquote></p><p> Batchelder, aLowe’s director since 2018, was a founder, principal, and member of the investment committee at Relational Investor. Lowe’s didn’t respond to a request to make him available for comment on his stock purchase.</p><p><blockquote>Batchelder 自 2018 年起担任 aLowe 董事，是 Relational Investor 的创始人、负责人和投资委员会成员。劳氏公司没有回应就其购买股票一事发表评论的请求。</blockquote></p><p> Lowe’s stock has risen 11.8% so far in 2021. Shares have performed well during the coronavirus pandemic, and at least one analyst thinks Lowe’s stock can riseas the economy reopens. Ahousing recoverylooks set to benefit the retailer as well.</p><p><blockquote>2021 年迄今为止，Lowe 的股价已上涨 11.8%。在冠状病毒大流行期间，劳氏的股价表现良好，至少有一位分析师认为，如果经济重新开放，劳氏的股价可能会上涨。住房复苏看起来也将使零售商受益。</blockquote></p><p> Randall Stephenson &nbsp;joined Walmart’s board, effective March 3. Less than a week later, on March 8, hepaid $1 million for 7,725 sharesof the retailing giant, a per-share average price of $129.63.</p><p><blockquote>兰德尔-斯蒂芬森（Randall Stephenson）于 3 月 3 日加入沃尔玛董事会。不到一周后，即 3 月 8 日，他斥资 100 万美元购买了这家零售巨头的 7,725 股股票，每股平均价格为 129.63 美元。</blockquote></p><p> Walmart didn’t respond to a request to make Stephenson, a former chairman and CEO of AT&amp;T (T), available for comment on his stock purchase.</p><p><blockquote>沃尔玛没有回应美国电话电报公司（T）前董事长兼首席执行官斯蒂芬森就其购买股票一事发表评论的请求。</blockquote></p><p> Walmart stock has slipped 8.6% so far in 2021.Mixed fourth-quarter earnings, reported in February, sent shares sliding. We’ve noted that Walmart could make abig splash in bankingsoon.</p><p><blockquote>2021 年迄今为止，沃尔玛股价已下跌 8.6%。二月份公布的第四季度盈利好坏参半，导致股价下滑。我们注意到，沃尔玛可能很快就会在银行业大放异彩。</blockquote></p><p> Justin Whitmorejoined Keurig Dr Peppereffective March 1 as chief strategy officer. Two weeks later, on March 15, Whitmorepaid $1.2 million for 37,384 sharesof the beverage company, an average price of $33.30 each.</p><p><blockquote>贾斯汀·惠特莫尔 (Justin Whitmore) 于 3 月 1 日加入 Keurig Dr Pepper Effective，担任首席战略官。两周后，即 3 月 15 日，惠特莫尔斥资 120 万美元购买了这家饮料公司的 37,384 股股票，平均价格为每股 33.30 美元。</blockquote></p><p> Keurig Dr Pepper didn’t respond to a request to make Whitmore available for comment on his stock purchase.</p><p><blockquote>Keurig Dr Pepper 没有回应让惠特莫尔就其购买股票一事发表评论的请求。</blockquote></p><p> Shares have gained 6.7% so far in 2021. After amixed fourth-quarter reportin January, Keurig Dr Pepper CEO Robert Gamgort pointed to the company’s “strong market execution across our entire portfolio.” Earlier this month, an analystdowngraded Keurig Dr Pepper stockto Equal Weight from Overweight, and wrote that the valuation was “no longer compelling.”</p><p><blockquote>2021 年迄今为止，股价已上涨 6.7%。在 1 月份公布了喜忧参半的第四季度报告后，Keurig Dr Pepper 首席执行官罗伯特-加姆戈特（Robert Gamgort）指出，该公司 “整个产品组合的市场执行力强劲”。本月早些时候，一位分析师将 Keurig Dr Pepper 股票的评级从跑赢大盘下调至同等权重，并写道估值 “不再有说服力”。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/big-insider-stock-buys-microsoft-lowes-walmart-keurig-51616191237?mod=RTA\">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":{"LOW":"劳氏","MSFT":"微软","WMT":"沃尔玛"},"source_url":"https://www.barrons.com/articles/big-insider-stock-buys-microsoft-lowes-walmart-keurig-51616191237?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162978648","content_text":"As the stock market rose to record levels in recent weeks, insiders at some large companies have made large purchases of stock.\nDirectors atMicrosoft(ticker: MSFT), Lowe’s (LOW), andWalmart(WMT), and an executive atKeurig Dr Pepper(KDP) have made million-dollar open-market purchases of stock. For all of them, it was their first stock purchases as company insiders on the open market.\nEmma Walmsley paid $1 million on March 10 for 4,300 Microsoft shares, an average per-share price of $236.80. She now owns 5,026 shares of the software giant,according to a formshe filed with the Securities and Exchange Commission. Walmsley, the CEO of GlaxoSmithKline (GSK),joined Microsoft’s boardin December 2019.\nMicrosoft stock has gained 3.6% year to date, compared with the 4.2% rise in theS&P 500 index,a broad measure of the market. Microsoft’searnings have been strong. Earlier this month, an analyst wrote anupbeat reportabout the shares.\nWalmsley declined to comment on her recent purchase of Microsoft stock beyond the filing.\nDavid Batchelderpaid $1 million for 6,250 Lowe’s shareson Feb. 26, a per-share average price of $159.48. He made the purchases through a trust that now owns 28,250 shares of the home-improvement retailer.\nBatchelder, aLowe’s director since 2018, was a founder, principal, and member of the investment committee at Relational Investor. Lowe’s didn’t respond to a request to make him available for comment on his stock purchase.\nLowe’s stock has risen 11.8% so far in 2021. Shares have performed well during the coronavirus pandemic, and at least one analyst thinks Lowe’s stock can riseas the economy reopens. Ahousing recoverylooks set to benefit the retailer as well.\nRandall Stephenson  joined Walmart’s board, effective March 3. Less than a week later, on March 8, hepaid $1 million for 7,725 sharesof the retailing giant, a per-share average price of $129.63.\nWalmart didn’t respond to a request to make Stephenson, a former chairman and CEO of AT&T (T), available for comment on his stock purchase.\nWalmart stock has slipped 8.6% so far in 2021.Mixed fourth-quarter earnings, reported in February, sent shares sliding. We’ve noted that Walmart could make abig splash in bankingsoon.\nJustin Whitmorejoined Keurig Dr Peppereffective March 1 as chief strategy officer. Two weeks later, on March 15, Whitmorepaid $1.2 million for 37,384 sharesof the beverage company, an average price of $33.30 each.\nKeurig Dr Pepper didn’t respond to a request to make Whitmore available for comment on his stock purchase.\nShares have gained 6.7% so far in 2021. After amixed fourth-quarter reportin January, Keurig Dr Pepper CEO Robert Gamgort pointed to the company’s “strong market execution across our entire portfolio.” Earlier this month, an analystdowngraded Keurig Dr Pepper stockto Equal Weight from Overweight, and wrote that the valuation was “no longer compelling.”","news_type":1,"symbols_score_info":{"LOW":0.9,"MSFT":0.9,"WMT":0.9}},"isVote":1,"tweetType":1,"viewCount":2437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326880430,"gmtCreate":1615612774420,"gmtModify":1703491637211,"author":{"id":"3578361458056498","authorId":"3578361458056498","name":"TCju","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578361458056498","idStr":"3578361458056498"},"themes":[],"title":"","htmlText":"Time to buy","listText":"Time to buy","text":"Time to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/326880430","repostId":"1114808605","repostType":4,"isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323574353,"gmtCreate":1615362665172,"gmtModify":1703487886037,"author":{"id":"3578361458056498","authorId":"3578361458056498","name":"TCju","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578361458056498","idStr":"3578361458056498"},"themes":[],"title":"","htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323574353","repostId":"1108172980","repostType":4,"repost":{"id":"1108172980","kind":"news","pubTimestamp":1615361016,"share":"https://www.laohunote.com/m/news/1108172980?lang=zh_CN&edition=full","pubTime":"2021-03-10 15:23","market":"us","language":"en","title":"As Markets Soar, Are These 3 Reddit Stocks Here to Stay?<blockquote>随着市场飙升，这 3 只 Reddit 股票还会继续存在吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1108172980","media":"Motley Fool","summary":"A huge rise included some old favorites from earlier this year.The stock market has fallen sharply o","content":"<p>A huge rise included some old favorites from earlier this year.</p><p><blockquote>大幅上涨包括今年早些时候的一些老最爱。</blockquote></p><p>The stock market has fallen sharply over the past few weeks, so it was inevitable that at some point, market participants would see major benchmarks whip back upward. Tuesday brought that relief for bullish investors, accompanied by a significant decline in interest rates that showed at least some inflation fears appeared to get put to rest. The&nbsp;<b>Dow Jones Industrial Average</b>&nbsp;climbed 30 points to 31833. The&nbsp;<b>S&amp;P 500</b>&nbsp;jumped 54 points to 3,875, and the&nbsp;<b>Nasdaq Composite</b>&nbsp;skyrocketed 465 points to 13,074.</p><p><blockquote>过去几周股市大幅下跌，因此市场参与者不可避免地会在某个时候看到主要基准反弹。周二让看涨的投资者松了一口气，同时利率大幅下降，这表明至少一些通胀担忧似乎得到了平息。这个<b>道琼斯工业指数</b>攀升 30 点至 31833。这个<b>标普500</b>跃升 54 点至 3,875 点，<b>纳斯达克复合材料</b>飙升 465 点至 13,074 点。</blockquote></p><p>Plenty of beaten-down market leaders were among big winners on Tuesday, as&nbsp;growth stockinvestors reasserted their supremacy at least for a short while. More surprising for some, though, was that stock picks inspired by the Reddit group WallStreetBets were back in full force. In particular,<b>GameStop</b>,<b>AMC Entertainment Holdings</b>, and&nbsp;<b>Sundial Growers</b>&nbsp;were all higher by 13% or more.</p><p><blockquote>周二，许多遭受重创的市场领导者都是大赢家，成长型股票投资者至少在短时间内重申了他们的霸主地位。不过，更令一些人惊讶的是，受 Reddit 群组 WallStreetBets 启发的选股又全面回归。特别是，<b>游戏驿站</b>,<b>AMC院线控股</b>，和<b>日晷生长器</b>都高出13%或更多。</blockquote></p><p><b>The show goes on for AMC</b></p><p><blockquote><b>AMC 的节目仍在继续</b></blockquote></p><p>AMC Entertainment's stock was up more than 13%, challenging the $11-per-share mark once again. The movie theater operator is getting caught up in optimism about the potential reopening of the economy as coronavirus vaccine deployment continues, but some stock analysts are also trying to figure out whether the company can take advantage of its popularity among investors.</p><p><blockquote>AMC Entertainment 的股价上涨超过 13%，再次挑战每股 11 美元大关。随着冠状病毒疫苗部署的继续，这家电影院运营商对经济可能重新开放感到乐观，但一些股票分析师也在试图弄清楚该公司是否可以利用其在投资者中的受欢迎程度。</blockquote></p><p>Shareholders are looking forward to getting the&nbsp;latest read directly from AMC&nbsp;when it announces its quarterly financial results on Wednesday. To be clear, no one's expecting anything positive from the movie theater operator's backward-looking financials, which many see including a nearly 90% plunge in revenue and huge losses.</p><p><blockquote>股东们期待在 AMC 周三公布季度财务业绩时直接从 AMC 获得最新信息。需要明确的是，没有人对这家电影院运营商的回顾性财务状况抱有任何积极的期望，许多人认为其中包括收入暴跌近 90% 和巨额亏损。</blockquote></p><p>But AMC has taken many steps to shore up its finances, including a stock offering earlier this year and more recent term loan facilities covering the company's Odeon Cinemas subsidiary. Moreover, it's looking for authorization from shareholders at their annual meeting in May to boost the number of shares issuable from about 524 million to more than 1 billion, saying that it would give the company more flexibility with future capital-raising efforts.</p><p><blockquote>但 AMC 已采取许多措施来支撑其财务状况，包括今年早些时候的股票发行以及最近涵盖该公司 Odeon Cinemas 子公司的定期贷款融资。此外，该公司正在寻求股东在5月份的年会上授权，将可发行股票数量从约5.24亿股增加到超过10亿股，并表示这将为公司未来的融资工作提供更大的灵活性。</blockquote></p><p>AMC is far from the only play on an economic reopening seeing its shares soar right now. Yet it has achieved high-profile status due to Reddit groups, and AMC is likely to keep getting attention going forward.</p><p><blockquote>AMC 远不是唯一一家经济重新开放的公司，其股价目前飙升。然而，由于 Reddit 群组，它已经获得了高调的地位，AMC 很可能会继续受到关注。</blockquote></p><p><b>Playing to win at GameStop</b></p><p><blockquote><b>在游戏驿站赢球</b></blockquote></p><p>Meanwhile, GameStop added to its gains from Monday, rising another 27%. That took the stock to $247 per share, up from below $40 per share just three weeks ago.</p><p><blockquote>与此同时，游戏驿站在周一的基础上进一步上涨，又上涨了 27%。这使得该股从三周前的每股 40 美元以下上涨至每股 247 美元。</blockquote></p><p>The video game retailer has gotten another round of positive momentum after Monday's announcement that&nbsp;<b>Chewy</b>&nbsp;co-founder Ryan Cohen would take a more active role in leading GameStop's recovery efforts. As chair of a new strategic committee on the board of directors, Cohen and his team are looking to build up GameStop's ability to compete in cutting-edge technology as it seeks to make a transition away from a brick-and-mortar retail focus.</p><p><blockquote>这家视频游戏零售商在周一宣布后又获得了一轮积极势头<b>耐嚼</b>联合创始人 Ryan Cohen 将在领导 GameStop 的复苏工作中发挥更积极的作用。作为董事会新战略委员会的主席，科恩和他的团队正在寻求建立GameStop在尖端技术方面的竞争能力，因为它寻求摆脱实体零售重点。</blockquote></p><p>So far,GameStop hasn't made any serious moves&nbsp;toward raising capital through a secondary stock offering, and there are reasons why it might hold off on doing so even with the stock price rising so far. But the fundamental bullish argument presented by Keith \"Roaring Kitty\" Gill in congressional testimony is resonating with many on Reddit, and that could keep the stock price in play.</p><p><blockquote>到目前为止，GameStop 尚未采取任何重大举措通过二次股票发行筹集资金，即使到目前为止股价上涨，GameStop 也有理由推迟这样做。但基思·“咆哮的小猫”·吉尔在国会证词中提出的基本面看涨论点引起了 Reddit 上许多人的共鸣，这可能会让股价继续上涨。</blockquote></p><p><b>Sundial goes higher</b></p><p><blockquote><b>日晷变高</b></blockquote></p><p>Finally, Sundial Growers was up nearly 18%. The move comes on a pretty good day for the marijuana stock universe in general, with other, larger cannabis cultivators up anywhere from 5% to 13%.</p><p><blockquote>最后，日晷种植者上涨了近18%。总体而言，此举对于大麻库存来说是一个相当不错的日子，其他较大的大麻种植者的股价上涨了 5% 至 13%。</blockquote></p><p>Sundial is a favorite among small investors interested in cannabis because of its low share price and listing on the Nasdaq Stock Market. With federal law still listing marijuana as a controlled substance, most U.S. companies with connections to cannabis haven't been able to list their shares on major exchanges. Yet some popular brokerage companies don't allow their customers to trade in over-the-counter stocks that aren't listed on Nasdaq or the New York Stock Exchange.</p><p><blockquote>Sundial 因其股价低廉且在纳斯达克股票市场上市而受到对大麻感兴趣的小投资者的青睐。由于联邦法律仍然将大麻列为受管制物质，大多数与大麻有联系的美国公司都无法在主要交易所上市。然而，一些受欢迎的经纪公司不允许客户交易未在纳斯达克或纽约证券交易所上市的场外股票。</blockquote></p><p>Unlike GameStop and AMC,Sundial hasn't hesitated to tap the capital markets&nbsp;for additional money at regular intervals. That has created huge share dilution, and Sundial's board recently opened the door to further stock offerings in 2021 and beyond. That makes it hard to see Sundial's stock climbing higher for long, but some investors seem interested nevertheless.</p><p><blockquote>与游戏驿站和 AMC 不同，Sundial 毫不犹豫地定期利用资本市场筹集额外资金。这造成了巨大的股票稀释，Sundial 董事会最近为 2021 年及以后进一步发行股票敞开了大门。这使得 Sundial 的股价很难长期攀升，但一些投资者似乎仍然感兴趣。</blockquote></p><p><b>Watch the fundamentals</b></p><p><blockquote><b>关注基本面</b></blockquote></p><p>It's hard to concentrate on business metrics when stocks are soaring one day and plunging the next. But by squarely looking at financials rather than share prices, you'll be able to avoid getting whipsawed and make a more informed choice about whether to add shares of Sundial, GameStop, or AMC to your portfolio.</p><p><blockquote>当股票今天飙升，明天暴跌时，很难专注于业务指标。但通过直接关注财务数据而不是股价，您将能够避免受到批评，并就是否将日晷、游戏驿站或 AMC 的股票添加到您的投资组合中做出更明智的选择。</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>As Markets Soar, Are These 3 Reddit Stocks Here to Stay?<blockquote>随着市场飙升，这 3 只 Reddit 股票还会继续存在吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAs Markets Soar, Are These 3 Reddit Stocks Here to Stay?<blockquote>随着市场飙升，这 3 只 Reddit 股票还会继续存在吗？</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\">2021-03-10 15:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p>A huge rise included some old favorites from earlier this year.</p><p><blockquote>大幅上涨包括今年早些时候的一些老最爱。</blockquote></p><p>The stock market has fallen sharply over the past few weeks, so it was inevitable that at some point, market participants would see major benchmarks whip back upward. Tuesday brought that relief for bullish investors, accompanied by a significant decline in interest rates that showed at least some inflation fears appeared to get put to rest. The&nbsp;<b>Dow Jones Industrial Average</b>&nbsp;climbed 30 points to 31833. The&nbsp;<b>S&amp;P 500</b>&nbsp;jumped 54 points to 3,875, and the&nbsp;<b>Nasdaq Composite</b>&nbsp;skyrocketed 465 points to 13,074.</p><p><blockquote>过去几周股市大幅下跌，因此市场参与者不可避免地会在某个时候看到主要基准反弹。周二让看涨的投资者松了一口气，同时利率大幅下降，这表明至少一些通胀担忧似乎得到了平息。这个<b>道琼斯工业指数</b>攀升 30 点至 31833。这个<b>标普500</b>跃升 54 点至 3,875 点，<b>纳斯达克复合材料</b>飙升 465 点至 13,074 点。</blockquote></p><p>Plenty of beaten-down market leaders were among big winners on Tuesday, as&nbsp;growth stockinvestors reasserted their supremacy at least for a short while. More surprising for some, though, was that stock picks inspired by the Reddit group WallStreetBets were back in full force. In particular,<b>GameStop</b>,<b>AMC Entertainment Holdings</b>, and&nbsp;<b>Sundial Growers</b>&nbsp;were all higher by 13% or more.</p><p><blockquote>周二，许多遭受重创的市场领导者都是大赢家，成长型股票投资者至少在短时间内重申了他们的霸主地位。不过，更令一些人惊讶的是，受 Reddit 群组 WallStreetBets 启发的选股又全面回归。特别是，<b>游戏驿站</b>,<b>AMC院线控股</b>，和<b>日晷生长器</b>都高出13%或更多。</blockquote></p><p><b>The show goes on for AMC</b></p><p><blockquote><b>AMC 的节目仍在继续</b></blockquote></p><p>AMC Entertainment's stock was up more than 13%, challenging the $11-per-share mark once again. The movie theater operator is getting caught up in optimism about the potential reopening of the economy as coronavirus vaccine deployment continues, but some stock analysts are also trying to figure out whether the company can take advantage of its popularity among investors.</p><p><blockquote>AMC Entertainment 的股价上涨超过 13%，再次挑战每股 11 美元大关。随着冠状病毒疫苗部署的继续，这家电影院运营商对经济可能重新开放感到乐观，但一些股票分析师也在试图弄清楚该公司是否可以利用其在投资者中的受欢迎程度。</blockquote></p><p>Shareholders are looking forward to getting the&nbsp;latest read directly from AMC&nbsp;when it announces its quarterly financial results on Wednesday. To be clear, no one's expecting anything positive from the movie theater operator's backward-looking financials, which many see including a nearly 90% plunge in revenue and huge losses.</p><p><blockquote>股东们期待在 AMC 周三公布季度财务业绩时直接从 AMC 获得最新信息。需要明确的是，没有人对这家电影院运营商的回顾性财务状况抱有任何积极的期望，许多人认为其中包括收入暴跌近 90% 和巨额亏损。</blockquote></p><p>But AMC has taken many steps to shore up its finances, including a stock offering earlier this year and more recent term loan facilities covering the company's Odeon Cinemas subsidiary. Moreover, it's looking for authorization from shareholders at their annual meeting in May to boost the number of shares issuable from about 524 million to more than 1 billion, saying that it would give the company more flexibility with future capital-raising efforts.</p><p><blockquote>但 AMC 已采取许多措施来支撑其财务状况，包括今年早些时候的股票发行以及最近涵盖该公司 Odeon Cinemas 子公司的定期贷款融资。此外，该公司正在寻求股东在5月份的年会上授权，将可发行股票数量从约5.24亿股增加到超过10亿股，并表示这将为公司未来的融资工作提供更大的灵活性。</blockquote></p><p>AMC is far from the only play on an economic reopening seeing its shares soar right now. Yet it has achieved high-profile status due to Reddit groups, and AMC is likely to keep getting attention going forward.</p><p><blockquote>AMC 远不是唯一一家经济重新开放的公司，其股价目前飙升。然而，由于 Reddit 群组，它已经获得了高调的地位，AMC 很可能会继续受到关注。</blockquote></p><p><b>Playing to win at GameStop</b></p><p><blockquote><b>在游戏驿站赢球</b></blockquote></p><p>Meanwhile, GameStop added to its gains from Monday, rising another 27%. That took the stock to $247 per share, up from below $40 per share just three weeks ago.</p><p><blockquote>与此同时，游戏驿站在周一的基础上进一步上涨，又上涨了 27%。这使得该股从三周前的每股 40 美元以下上涨至每股 247 美元。</blockquote></p><p>The video game retailer has gotten another round of positive momentum after Monday's announcement that&nbsp;<b>Chewy</b>&nbsp;co-founder Ryan Cohen would take a more active role in leading GameStop's recovery efforts. As chair of a new strategic committee on the board of directors, Cohen and his team are looking to build up GameStop's ability to compete in cutting-edge technology as it seeks to make a transition away from a brick-and-mortar retail focus.</p><p><blockquote>这家视频游戏零售商在周一宣布后又获得了一轮积极势头<b>耐嚼</b>联合创始人 Ryan Cohen 将在领导 GameStop 的复苏工作中发挥更积极的作用。作为董事会新战略委员会的主席，科恩和他的团队正在寻求建立GameStop在尖端技术方面的竞争能力，因为它寻求摆脱实体零售重点。</blockquote></p><p>So far,GameStop hasn't made any serious moves&nbsp;toward raising capital through a secondary stock offering, and there are reasons why it might hold off on doing so even with the stock price rising so far. But the fundamental bullish argument presented by Keith \"Roaring Kitty\" Gill in congressional testimony is resonating with many on Reddit, and that could keep the stock price in play.</p><p><blockquote>到目前为止，GameStop 尚未采取任何重大举措通过二次股票发行筹集资金，即使到目前为止股价上涨，GameStop 也有理由推迟这样做。但基思·“咆哮的小猫”·吉尔在国会证词中提出的基本面看涨论点引起了 Reddit 上许多人的共鸣，这可能会让股价继续上涨。</blockquote></p><p><b>Sundial goes higher</b></p><p><blockquote><b>日晷变高</b></blockquote></p><p>Finally, Sundial Growers was up nearly 18%. The move comes on a pretty good day for the marijuana stock universe in general, with other, larger cannabis cultivators up anywhere from 5% to 13%.</p><p><blockquote>最后，日晷种植者上涨了近18%。总体而言，此举对于大麻库存来说是一个相当不错的日子，其他较大的大麻种植者的股价上涨了 5% 至 13%。</blockquote></p><p>Sundial is a favorite among small investors interested in cannabis because of its low share price and listing on the Nasdaq Stock Market. With federal law still listing marijuana as a controlled substance, most U.S. companies with connections to cannabis haven't been able to list their shares on major exchanges. Yet some popular brokerage companies don't allow their customers to trade in over-the-counter stocks that aren't listed on Nasdaq or the New York Stock Exchange.</p><p><blockquote>Sundial 因其股价低廉且在纳斯达克股票市场上市而受到对大麻感兴趣的小投资者的青睐。由于联邦法律仍然将大麻列为受管制物质，大多数与大麻有联系的美国公司都无法在主要交易所上市。然而，一些受欢迎的经纪公司不允许客户交易未在纳斯达克或纽约证券交易所上市的场外股票。</blockquote></p><p>Unlike GameStop and AMC,Sundial hasn't hesitated to tap the capital markets&nbsp;for additional money at regular intervals. That has created huge share dilution, and Sundial's board recently opened the door to further stock offerings in 2021 and beyond. That makes it hard to see Sundial's stock climbing higher for long, but some investors seem interested nevertheless.</p><p><blockquote>与游戏驿站和 AMC 不同，Sundial 毫不犹豫地定期利用资本市场筹集额外资金。这造成了巨大的股票稀释，Sundial 董事会最近为 2021 年及以后进一步发行股票敞开了大门。这使得 Sundial 的股价很难长期攀升，但一些投资者似乎仍然感兴趣。</blockquote></p><p><b>Watch the fundamentals</b></p><p><blockquote><b>关注基本面</b></blockquote></p><p>It's hard to concentrate on business metrics when stocks are soaring one day and plunging the next. But by squarely looking at financials rather than share prices, you'll be able to avoid getting whipsawed and make a more informed choice about whether to add shares of Sundial, GameStop, or AMC to your portfolio.</p><p><blockquote>当股票今天飙升，明天暴跌时，很难专注于业务指标。但通过直接关注财务数据而不是股价，您将能够避免受到批评，并就是否将日晷、游戏驿站或 AMC 的股票添加到您的投资组合中做出更明智的选择。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/03/09/as-markets-soar-are-these-3-reddit-stocks-here-to/\">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","GME":"游戏驿站","SNDL":"SNDL Inc."},"source_url":"https://www.fool.com/investing/2021/03/09/as-markets-soar-are-these-3-reddit-stocks-here-to/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108172980","content_text":"A huge rise included some old favorites from earlier this year.The stock market has fallen sharply over the past few weeks, so it was inevitable that at some point, market participants would see major benchmarks whip back upward. Tuesday brought that relief for bullish investors, accompanied by a significant decline in interest rates that showed at least some inflation fears appeared to get put to rest. The Dow Jones Industrial Average climbed 30 points to 31833. The S&P 500 jumped 54 points to 3,875, and the Nasdaq Composite skyrocketed 465 points to 13,074.Plenty of beaten-down market leaders were among big winners on Tuesday, as growth stockinvestors reasserted their supremacy at least for a short while. More surprising for some, though, was that stock picks inspired by the Reddit group WallStreetBets were back in full force. In particular,GameStop,AMC Entertainment Holdings, and Sundial Growers were all higher by 13% or more.The show goes on for AMCAMC Entertainment's stock was up more than 13%, challenging the $11-per-share mark once again. The movie theater operator is getting caught up in optimism about the potential reopening of the economy as coronavirus vaccine deployment continues, but some stock analysts are also trying to figure out whether the company can take advantage of its popularity among investors.Shareholders are looking forward to getting the latest read directly from AMC when it announces its quarterly financial results on Wednesday. To be clear, no one's expecting anything positive from the movie theater operator's backward-looking financials, which many see including a nearly 90% plunge in revenue and huge losses.But AMC has taken many steps to shore up its finances, including a stock offering earlier this year and more recent term loan facilities covering the company's Odeon Cinemas subsidiary. Moreover, it's looking for authorization from shareholders at their annual meeting in May to boost the number of shares issuable from about 524 million to more than 1 billion, saying that it would give the company more flexibility with future capital-raising efforts.AMC is far from the only play on an economic reopening seeing its shares soar right now. Yet it has achieved high-profile status due to Reddit groups, and AMC is likely to keep getting attention going forward.Playing to win at GameStopMeanwhile, GameStop added to its gains from Monday, rising another 27%. That took the stock to $247 per share, up from below $40 per share just three weeks ago.The video game retailer has gotten another round of positive momentum after Monday's announcement that Chewy co-founder Ryan Cohen would take a more active role in leading GameStop's recovery efforts. As chair of a new strategic committee on the board of directors, Cohen and his team are looking to build up GameStop's ability to compete in cutting-edge technology as it seeks to make a transition away from a brick-and-mortar retail focus.So far,GameStop hasn't made any serious moves toward raising capital through a secondary stock offering, and there are reasons why it might hold off on doing so even with the stock price rising so far. But the fundamental bullish argument presented by Keith \"Roaring Kitty\" Gill in congressional testimony is resonating with many on Reddit, and that could keep the stock price in play.Sundial goes higherFinally, Sundial Growers was up nearly 18%. The move comes on a pretty good day for the marijuana stock universe in general, with other, larger cannabis cultivators up anywhere from 5% to 13%.Sundial is a favorite among small investors interested in cannabis because of its low share price and listing on the Nasdaq Stock Market. With federal law still listing marijuana as a controlled substance, most U.S. companies with connections to cannabis haven't been able to list their shares on major exchanges. Yet some popular brokerage companies don't allow their customers to trade in over-the-counter stocks that aren't listed on Nasdaq or the New York Stock Exchange.Unlike GameStop and AMC,Sundial hasn't hesitated to tap the capital markets for additional money at regular intervals. That has created huge share dilution, and Sundial's board recently opened the door to further stock offerings in 2021 and beyond. That makes it hard to see Sundial's stock climbing higher for long, but some investors seem interested nevertheless.Watch the fundamentalsIt's hard to concentrate on business metrics when stocks are soaring one day and plunging the next. But by squarely looking at financials rather than share prices, you'll be able to avoid getting whipsawed and make a more informed choice about whether to add shares of Sundial, GameStop, or AMC to your portfolio.","news_type":1,"symbols_score_info":{"GME":0.9,"AMC":0.9,"SNDL":0.9}},"isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}