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lexxselrahc

lexxselrahc

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2021-07-10

Some believe it'll turn. Not so soon, I guess.

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2021-07-31

How much is enough?

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2021-07-17

The fear would always be there. I reckon it's what drives the investors to push on.

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2021-08-09

Coz it's already 700?

Tesla stock was up 2% in early trading following an upgrade to ‘buy’ from Jefferies with a target of $850 from the previous $700.<blockquote>杰富瑞(Jefferies)将目标价从之前的700美元上调至850美元，特斯拉股价早盘上涨2%。</blockquote>

2021-06-21

What's it mean to you?

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2021-06-10

Would this be a precursor to a market correction?

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2021-08-24

Verizon. That's the one.

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2021-08-08

Really? 1.2k?

Tesla Stock: Headed to $1,200?<blockquote>特斯拉股票：将升至1,200美元？</blockquote>

2021-06-21

Worth watching this. Observe, Think, React.

Apple: Winter Is Coming<blockquote>苹果：冬天来了</blockquote>

2021-06-08

Thanks for the insightful view.

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2021-06-08

Quiet in here...

Options Traders Bet on Return of $100 Oil<blockquote>期权交易员押注油价重返100美元</blockquote>

2021-07-20

I'll be watching INTL

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2021-07-17

Hmmm

Dow jumps above 35,000 as retail sales top expectations<blockquote>零售销售超出预期，道指跃升至35,000点以上</blockquote>

2021-07-17

Definetely worth a closer inspection.

Moderna Surges to Record High as Vaccine Maker Added to S&P 500<blockquote>随着疫苗制造商加入标普500，Moderna股价飙升至历史新高</blockquote>

2021-06-22

I'll be watching Apple.

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2021-06-08

Some are up. The key is to identify which would maintain for a longer term.

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2021-06-02

Lots of upside potential in the mid to long term.

Cathie Wood Buys Another $1.6M In Netflix And Trims Stake In Chipmaker NXP By $14.8M<blockquote>Cathie Wood又以160万美元收购了Netflix，并将芯片制造商恩智浦的股份削减了1480万美元</blockquote>

2021-08-24

JD

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2021-08-04

Won't see it bringing up the stock price by much.

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2021-07-27

$Nike(NKE)$some analyst says they are undervalued. I think it's already pushing upper limits.

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Or would this be right sizing?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837690600","repostId":"2142213600","repostType":2,"repost":{"id":"2142213600","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1623232805,"share":"https://www.laohu8.com/m/news/2142213600?lang=zh_CN&edition=full","pubTime":"2021-06-09 18:00","market":"us","language":"en","title":"Southeast Asia's Grab says to complete $40 bln SPAC merger in Q4<blockquote>东南亚Grab表示将在第四季度完成400亿美元的SPAC合并</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2142213600","media":"Reuters","summary":"SINGAPORE, June 9 (Reuters) - Southeast Asia's Grab, which is going public through a merger worth $4","content":"<p><html><body>SINGAPORE, June 9 (Reuters) - Southeast Asia's Grab, which is going public through a merger worth $40 billion with special-purpose acquisition company <a href=\"https://laohu8.com/S/AGCWW\">Altimeter Growth Corp</a></p><p><blockquote><html><body>路透新加坡6月9日-东南亚Grab将通过与特殊目的收购公司价值400亿美元的合并上市<a href=\"https://laohu8.com/S/AGCWW\">高度计增长公司</a></body></html></blockquote></p><p>  said on Wednesday it expects to complete the business combination during the fourth quarter. </p><p><blockquote>周三表示，预计将在第四季度完成业务合并。</blockquote></p><p>   The company had previously said it aimed to close the deal by July.</p><p><blockquote>该公司此前曾表示，计划在7月份之前完成这笔交易。</blockquote></p><p> (Reporting by Anshuman Daga and Aradhana Aravindan; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSoutheast Asia's Grab says to complete $40 bln SPAC merger in Q4<blockquote>东南亚Grab表示将在第四季度完成400亿美元的SPAC合并</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time smaller\">2021-06-09 18:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><body>SINGAPORE, June 9 (Reuters) - Southeast Asia's Grab, which is going public through a merger worth $40 billion with special-purpose acquisition company <a href=\"https://laohu8.com/S/AGCWW\">Altimeter Growth Corp</a></p><p><blockquote><html><body>路透新加坡6月9日-东南亚Grab将通过与特殊目的收购公司价值400亿美元的合并上市<a href=\"https://laohu8.com/S/AGCWW\">高度计增长公司</a></body></html></blockquote></p><p>  said on Wednesday it expects to complete the business combination during the fourth quarter. </p><p><blockquote>周三表示，预计将在第四季度完成业务合并。</blockquote></p><p>   The company had previously said it aimed to close the deal by July.</p><p><blockquote>该公司此前曾表示，计划在7月份之前完成这笔交易。</blockquote></p><p> (Reporting by Anshuman Daga and Aradhana Aravindan; Editing by Martin Petty)</p><p><blockquote>（Anshuman Daga和Aradhana Aravindan报道；Martin Petty编辑）</blockquote></p><p>((aradhana.aravindan@thomsonreuters.com;))</p><p><blockquote>（（aradhana.aravindan@thomsonreuters.com；））</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142213600","content_text":"SINGAPORE, June 9 (Reuters) - Southeast Asia's Grab, which is going public through a merger worth $40 billion with special-purpose acquisition company Altimeter Growth Corp  said on Wednesday it expects to complete the business combination during the fourth quarter.    The company had previously said it aimed to close the deal by July. (Reporting by Anshuman Daga and Aradhana Aravindan; Editing by Martin Petty)((aradhana.aravindan@thomsonreuters.com;))","news_type":1,"symbols_score_info":{"AGC":0.9}},"isVote":1,"tweetType":1,"viewCount":2276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837607219,"gmtCreate":1629880280731,"gmtModify":1633681748570,"author":{"id":"3578739448923997","authorId":"3578739448923997","name":"lexxselrahc","avatar":"https://static.tigerbbs.com/20a54ceed78bc452d36ac799295862ce","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578739448923997","authorIdStr":"3578739448923997"},"themes":[],"htmlText":"Would this contribute more to their listing in Sgp or US?&nbsp;","listText":"Would this contribute more to their listing in Sgp or US?&nbsp;","text":"Would this contribute more to their listing in Sgp or US?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837607219","repostId":"2154560399","repostType":2,"isVote":1,"tweetType":1,"viewCount":2108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834488805,"gmtCreate":1629818921307,"gmtModify":1633682203493,"author":{"id":"3578739448923997","authorId":"3578739448923997","name":"lexxselrahc","avatar":"https://static.tigerbbs.com/20a54ceed78bc452d36ac799295862ce","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578739448923997","authorIdStr":"3578739448923997"},"themes":[],"htmlText":"Verizon. That's the one.&nbsp;","listText":"Verizon. That's the one.&nbsp;","text":"Verizon. That's the one.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/834488805","repostId":"2161894088","repostType":4,"isVote":1,"tweetType":1,"viewCount":1437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834483352,"gmtCreate":1629818783076,"gmtModify":1633682205073,"author":{"id":"3578739448923997","authorId":"3578739448923997","name":"lexxselrahc","avatar":"https://static.tigerbbs.com/20a54ceed78bc452d36ac799295862ce","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578739448923997","authorIdStr":"3578739448923997"},"themes":[],"htmlText":"JD","listText":"JD","text":"JD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/834483352","repostId":"1189203464","repostType":4,"isVote":1,"tweetType":1,"viewCount":1349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836696463,"gmtCreate":1629473632852,"gmtModify":1633684565159,"author":{"id":"3578739448923997","authorId":"3578739448923997","name":"lexxselrahc","avatar":"https://static.tigerbbs.com/20a54ceed78bc452d36ac799295862ce","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578739448923997","authorIdStr":"3578739448923997"},"themes":[],"htmlText":"[财迷]","listText":"[财迷]","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836696463","repostId":"2160710330","repostType":2,"repost":{"id":"2160710330","kind":"news","pubTimestamp":1629469342,"share":"https://www.laohu8.com/m/news/2160710330?lang=zh_CN&edition=full","pubTime":"2021-08-20 22:22","market":"us","language":"zh","title":"英特尔官方公布第12代处理器详细信息","url":"https://stock-news.laohu8.com/highlight/detail?id=2160710330","media":"腾讯新闻","summary":"8 月 20 日消息， 在 2021 英特尔架构日上，英特尔官方公布了 12 代 Alder Lake 处理器的详细信息。根据英特尔官方公布的消息，Alder Lake 将采用最新公布的 Intel 7 节点工艺打造，采用全新混合架构，最高 125W TDP，并搭载 Intel Thread Director 硬件调度器，支持 DDR5 和 PCIe 5.0 。英特尔表示第 12 代酷睿桌面处理器将于今年 10 月至年末正式发布，但是 Alder Lake 移动处理器系列，目前没公布发布日期。","content":"<html><body><article><p>8 月 20 日消息， 在 2021 <a href=\"https://laohu8.com/S/INTC\">英特尔</a>架构日上，英特尔官方公布了 12 代 Alder Lake 处理器的详细信息。根据英特尔官方公布的消息，Alder Lake 将采用最新公布的 Intel 7 节点工艺打造，采用全新混合架构，最高 125W TDP，并搭载 Intel Thread Director 硬件调度器，支持 DDR5 和 PCIe 5.0 。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210820222733560d197dw6tf8xgll8\"/><p>英特尔官方表示，Alder Lake架构将最多配备 16颗 内核，其中的大核将支持超线程，最多可为 16 核 24 线程，L3 缓存最高为 30MB。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210820222739631d1975mt4uj7fo0m\"/><p>其中，桌面版最高 8+ 8 核心，移动版最高 6 + 8 核心，超轻薄本版最高 2 + 8 核心，桌面版CPU将采用LGA 1700 接口。Alder Lake 采用全新的小核 E-Core 架构，比双核 Skylake CPU 性能提升 80% 以上，且能耗比也提升 80%。</p><p>Alder Lake将配备一个硬件线程调度器，该调度程序将与操作系统调度程序进行通信，这项技术称为 Intel Thread Director，可根据电源设置和发热情况动态调整。Alder Lake 将拥有16 条 PCIe 5.0 通道，还有 4 条 PCIe 4.0 通道。</p><p>英特尔表示第 12 代酷睿桌面处理器将于今年 10 月至年末正式发布，但是 Alder Lake 移动处理器系列，目前没公布发布日期。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210820222740677d1973jlbypkqh8i\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20210820222746289d1975qkmv9my3z1\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20210820222759567d197p8uqo7a74de\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20210820222805225d19791xd2wqo8im\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20210820222805873d197eihmvg9as6l\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20210820222816408d197oiekshz1vhl\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20210820222816948d1979tl9xfyx6xw\"/></article></body></html>","source":"tencent","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>英特尔官方公布第12代处理器详细信息</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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英特尔官方公布第12代处理器详细信息\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 22:22 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021082022281779e4b925&s=b><strong>腾讯新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8 月 20 日消息， 在 2021 英特尔架构日上，英特尔官方公布了 12 代 Alder Lake 处理器的详细信息。根据英特尔官方公布的消息，Alder Lake 将采用最新公布的 Intel 7 节点工艺打造，采用全新混合架构，最高 125W TDP，并搭载 Intel Thread Director 硬件调度器，支持 DDR5 和 PCIe 5.0 。英特尔官方表示，Alder Lake...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021082022281779e4b925&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/db9d40affd7144ecdfdd62b9c8b3aed5","relate_stocks":{"INTC":"英特尔"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021082022281779e4b925&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2160710330","content_text":"8 月 20 日消息， 在 2021 英特尔架构日上，英特尔官方公布了 12 代 Alder Lake 处理器的详细信息。根据英特尔官方公布的消息，Alder Lake 将采用最新公布的 Intel 7 节点工艺打造，采用全新混合架构，最高 125W TDP，并搭载 Intel Thread Director 硬件调度器，支持 DDR5 和 PCIe 5.0 。英特尔官方表示，Alder Lake架构将最多配备 16颗 内核，其中的大核将支持超线程，最多可为 16 核 24 线程，L3 缓存最高为 30MB。其中，桌面版最高 8+ 8 核心，移动版最高 6 + 8 核心，超轻薄本版最高 2 + 8 核心，桌面版CPU将采用LGA 1700 接口。Alder Lake 采用全新的小核 E-Core 架构，比双核 Skylake CPU 性能提升 80% 以上，且能耗比也提升 80%。Alder Lake将配备一个硬件线程调度器，该调度程序将与操作系统调度程序进行通信，这项技术称为 Intel Thread Director，可根据电源设置和发热情况动态调整。Alder Lake 将拥有16 条 PCIe 5.0 通道，还有 4 条 PCIe 4.0 通道。英特尔表示第 12 代酷睿桌面处理器将于今年 10 月至年末正式发布，但是 Alder Lake 移动处理器系列，目前没公布发布日期。","news_type":1,"symbols_score_info":{"INTC":1}},"isVote":1,"tweetType":1,"viewCount":1742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":898710374,"gmtCreate":1628521241898,"gmtModify":1633746465215,"author":{"id":"3578739448923997","authorId":"3578739448923997","name":"lexxselrahc","avatar":"https://static.tigerbbs.com/20a54ceed78bc452d36ac799295862ce","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578739448923997","authorIdStr":"3578739448923997"},"themes":[],"htmlText":"Coz it's already 700?","listText":"Coz it's already 700?","text":"Coz it's already 700?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898710374","repostId":"1132727199","repostType":2,"repost":{"id":"1132727199","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628517118,"share":"https://www.laohu8.com/m/news/1132727199?lang=zh_CN&edition=full","pubTime":"2021-08-09 21:51","market":"us","language":"en","title":"Tesla stock was up 2% in early trading following an upgrade to ‘buy’ from Jefferies with a target of $850 from the previous $700.<blockquote>杰富瑞(Jefferies)将目标价从之前的700美元上调至850美元，特斯拉股价早盘上涨2%。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1132727199","media":"Tiger Newspress","summary":"Tesla&nbsp;stock was up 2% in early&nbsp;trading following an upgrade to ‘buy’ from Jefferies with a target of $850 from the previous $700.\n\n\n\n\n\nThe stock was earlier rated ‘neutral’ at the brokerage. The new target price is 21.6% higher from the stock’s Friday close of $699.10.","content":"<p>Tesla&nbsp;stock was up 2% in early&nbsp;trading following an upgrade to ‘buy’ from Jefferies with a target of $850 from the previous $700.</p><p><blockquote>杰富瑞(Jefferies)将目标价从之前的700美元上调至850美元，特斯拉股价早盘上涨2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bf0e45da8943229703cc302cf4771aef\" tg-width=\"1273\" tg-height=\"631\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The stock was earlier rated ‘neutral’ at the brokerage. The new target price is 21.6% higher from the stock’s Friday close of $699.10.</p><p><blockquote>该券商早些时候将该股评级为“中性”。新目标价较该股周五收盘价699.10美元上涨21.6%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla stock was up 2% in early trading following an upgrade to ‘buy’ from Jefferies with a target of $850 from the previous $700.<blockquote>杰富瑞(Jefferies)将目标价从之前的700美元上调至850美元，特斯拉股价早盘上涨2%。</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 was up 2% in early trading following an upgrade to ‘buy’ from Jefferies with a target of $850 from the previous $700.<blockquote>杰富瑞(Jefferies)将目标价从之前的700美元上调至850美元，特斯拉股价早盘上涨2%。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-09 21:51</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla&nbsp;stock was up 2% in early&nbsp;trading following an upgrade to ‘buy’ from Jefferies with a target of $850 from the previous $700.</p><p><blockquote>杰富瑞(Jefferies)将目标价从之前的700美元上调至850美元，特斯拉股价早盘上涨2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bf0e45da8943229703cc302cf4771aef\" tg-width=\"1273\" tg-height=\"631\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The stock was earlier rated ‘neutral’ at the brokerage. The new target price is 21.6% higher from the stock’s Friday close of $699.10.</p><p><blockquote>该券商早些时候将该股评级为“中性”。新目标价较该股周五收盘价699.10美元上涨21.6%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132727199","content_text":"Tesla stock was up 2% in early trading following an upgrade to ‘buy’ from Jefferies with a target of $850 from the previous $700.\n\nThe stock was earlier rated ‘neutral’ at the brokerage. The new target price is 21.6% higher from the stock’s Friday close of $699.10.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891784163,"gmtCreate":1628430235352,"gmtModify":1633747183236,"author":{"id":"3578739448923997","authorId":"3578739448923997","name":"lexxselrahc","avatar":"https://static.tigerbbs.com/20a54ceed78bc452d36ac799295862ce","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578739448923997","authorIdStr":"3578739448923997"},"themes":[],"htmlText":"This is key... The computing group’s efforts to refocus on cloud-based computing and spin off its old-fashioned IT services business is winning fans among investors. At the same time, it has benefitted from companies beginning to invest again as the economy reopens... Question is, is it too late in the race for IBM?&nbsp;","listText":"This is key... The computing group’s efforts to refocus on cloud-based computing and spin off its old-fashioned IT services business is winning fans among investors. At the same time, it has benefitted from companies beginning to invest again as the economy reopens... Question is, is it too late in the race for IBM?&nbsp;","text":"This is key... The computing group’s efforts to refocus on cloud-based computing and spin off its old-fashioned IT services business is winning fans among investors. At the same time, it has benefitted from companies beginning to invest again as the economy reopens... Question is, is it too late in the race for IBM?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891784163","repostId":"1159359820","repostType":4,"repost":{"id":"1159359820","kind":"news","pubTimestamp":1628264299,"share":"https://www.laohu8.com/m/news/1159359820?lang=zh_CN&edition=full","pubTime":"2021-08-06 23:38","market":"us","language":"en","title":"Space Race, Nasdaq, IBM, Nvidia: What to Watch When the Stock Market Opens<blockquote>太空竞赛、纳斯达克、IBM、英伟达：股市开盘时看什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159359820","media":"The Wall Street Journal","summary":"Stock futures are higher after Monday’s slide on Wall Street.\n\n\nTo the moon! Well, not quite, butint","content":"<p>  <b>Stock futures are higher after Monday’s slide on Wall Street.</b>  </p><p><blockquote><b>华尔街周一下跌后，股指期货走高。</b></blockquote></p><p> To the moon! Well, not quite, butinto space at leasttoday forJeff Bezos,the billionaire baron of ecommerce. Also not going to the moon isAmazonAMZN-1.19%stock, though it is 0.3% up premarket on Tuesday morning.</p><p><blockquote>去月球！嗯，不完全是，但至少今天对于电子商务亿万富翁杰夫·贝索斯来说是这样。同样不会登上月球的还有亚马逊AMZN-1.19%的股票，尽管周二上午盘前上涨了0.3%。</blockquote></p><p> <ul>  <li>One reason for Mr. Bezos’s rocket ride is the more earthly goal of winning government contracts for the kind of less thrilling scientific projects the provide reliable revenue. His Blue Origin company is playing catch-up withElon Musk’s SpaceX.</li>  <li>Mr. Musk’s electric vehicle makerTesla,TSLA-1.55%is getting a bit of a boost Tuesday morning ahead of the open, rising 1% premarket. It is also gaining more attention on the message boards among day traders, according to Topstonks.com. The company reports earnings next Monday and tends to see its stock rise in the days ahead as investors start hoping for exciting announcements.</li>  <li>In the wider markets, U.S. stock futures are trending higher ahead of the open following Monday’s broad selloff. S&amp;P 500 futures and Dow futures are up 0.3%, and Nasdaq-100 futures are up 0.4%.</li>  <li>Nasdaq the company, not the index, is itself rising premarket, up 1%, after TheWall Street Journal’s exclusivethat it will spin out its Private Market for shares in start-ups that trade among some investors before an initial public offering. The business will go into a standalone joint venture company and get investment from three Wall Street banks and SVB Financial Group, a tech specialist bank.</li>  <li>NvidiaNVDA-1.30%is down 0.8% on large volumes following a &nbsp;3.4% rise Monday. The shares are up nearly 80% over the past year, putting the chip makerinto the top 10list of U.S. public companies. It also executed its four-for-one stock split overnight, which has given some investorsmore ways to trade the stock-performance.</li>  <li>International Business MachinesIBM+0.54%is up 2.8% ahead of the open on Tuesday after turning in decent second-quarter numbers Monday after the close. The computing group’s efforts to refocus on cloud-based computing and spin off its old-fashioned IT services business is winning fans among investors. At the same time, it has benefitted from companies beginning to invest again as the economy reopens.</li> </ul> <ul>  <li>Advanced Micro DevicesAMD+1.43%is rising up the chat charts on social media platforms, according to Topstonks.com, gaining popularity among retail traders. Its shares are up 0.4% premarket on good volumes following a 0.8% rise Monday.</li>  <li>Growing chatter and chunky volumes Tuesday morning for another perennial retail favourite:AMC Entertainment.AMC-3.16%The cinema chain’s shares have taken a bit of a beating so far this month, but they are 1.7% higher premarket Tuesday.</li>  <li>Zoom Video CommunicationsZM-3.50%is bouncing slightly Tuesday morning, up 0.4% in premarket trading after a 2.2% drop on Monday when it revealed it would buy customer service software firmFive9.FIVN-3.04%The target’s shares jumped nearly 6% Monday, are down 0.3% premarket.</li>  <li>Shares in big U.S. investments banks, which all took a knock Monday with the drop in financial markets, look set to rebound a bit Tuesday:Goldman SachsGS+2.91%andJPMorgan ChaseJPM+2.66%are both up about 0.3%, while andMorgan StanleyMS+1.64%up about 0.5% in premarket trading.</li>  <li>Bitcoin dropped below $30,000 Tuesday for the first time in a month.</li>  <li>Netflix,NFLX-0.33%United AirlinesUAL-0.71%andChipotle Mexican GrillCMG-0.63%are due to report earnings after Tuesday’s close.</li> </ul> <img src=\"https://static.tigerbbs.com/6454f89ce9900ecbca7664b0da4ff6fa\" tg-width=\"761\" tg-height=\"567\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li>贝佐斯乘坐火箭的一个原因是更世俗的目标，即赢得政府合同，为那些不那么令人兴奋的科学项目提供可靠的收入。他的蓝色起源公司正在追赶埃隆·马斯克的SpaceX。</li><li>马斯克的电动汽车制造商特斯拉(TSLA-1.55%)周二上午开盘前小幅上涨，盘前上涨1%。据Topstonks.com称，它也在日内交易者的留言板上获得了更多关注。该公司将于下周一公布财报，随着投资者开始期待令人兴奋的公告，其股价在未来几天可能会上涨。</li><li>在更广泛的市场中，继周一的广泛抛售之后，美国股指期货在开盘前呈走高趋势。标普500期货和道指期货上涨0.3%，纳斯达克100期货上涨0.4%。</li><li>纳斯达克该公司（而不是该指数）本身在盘前上涨，上涨了1%，此前《华尔街日报》独家报道称，该公司将分拆其私人市场，购买在首次公开募股之前在一些投资者中交易的初创企业股票。该业务将成立一家独立的合资公司，并获得三家华尔街银行和科技专业银行SVB金融集团的投资。</li><li>英伟达(NvidiaNVDA-1.30%)继周一上涨3.过去一年中，该股上涨近80%，使芯片制造商跻身美国上市公司十大名单。它还在一夜之间执行了四对一的股票分割，这为一些投资者提供了更多交易股票表现的方式。</li><li>国际商业机器IBM+0.54%在周一收盘后公布了不错的第二季度数据后，周二开盘前上涨2.8%。该计算集团重新专注于基于云的计算并剥离其老式IT服务业务的努力正在赢得投资者的青睐。与此同时，随着经济重新开放，企业开始再次投资，它也从中受益。</li></ul><ul><li>根据Topstonks.com的数据，Advanced Micro DevicesAMD+1.43%在社交媒体平台上的聊天排行榜上不断上升，在零售交易者中越来越受欢迎。继周一上涨0.8%后，其股价盘前上涨0.4%，成交量良好。</li><li>周二上午，另一家长期受欢迎的零售巨头AMC Entertainment的讨论和成交量不断增加。AMC-3.16%这家连锁影院的股价本月迄今为止遭受了一些打击，但周二盘前上涨了1.7%。</li><li>Zoom Video通信ZM-3.50%周二上午小幅反弹，盘前交易中上涨0.4%，周一该公司透露将收购客户服务软件公司Five9.FIVN-3.04%，该公司股价周一上涨近6%，盘前下跌0.3%。</li><li>美国大型投资银行的股价周一均因金融市场下跌而受到打击，但周二似乎将小幅反弹：高盛SGS+2.91%和摩根大通JPM+2.66%均上涨约0.3%，而摩根士丹利MS+1.64%盘前交易上涨约0.5%。</li><li>比特币周二一个月来首次跌破30,000美元。</li><li>Netflix、NFLX-0.33%联合航空SU-0.71%和Chipotle Mexican GrillCMG-0.63%将于周二收盘后公布财报。</li></ul></blockquote></p><p> <ul>  <li>Stocks, commodities and other financial marketstook a stumbleMonday on growing concerns about the strength of the post-Covid-19 global recovery.</li> </ul> <b>Corrections &amp; Amplifications</b></p><p><blockquote><ul><li>由于对Covid-19后全球复苏力度的担忧日益加剧，股市、大宗商品和其他金融市场周一下跌。</li></ul><b>校正和放大</b></blockquote></p><p> Nvidia shares rose 3.4% on Monday,&nbsp;July 19. An earlier version of this article incorrectly&nbsp;said that they rose 15%. A separate version of the article incorrectly said they rose 3%. (Corrected on Aug. 6)</p><p><blockquote>7月19日星期一，英伟达股价上涨3.4%。本文的早期版本错误地说它们上涨了15%。这篇文章的另一个版本错误地说它们上涨了3%。（8月6日更正）</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>Space Race, Nasdaq, IBM, Nvidia: What to Watch When the Stock Market Opens<blockquote>太空竞赛、纳斯达克、IBM、英伟达：股市开盘时看什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSpace Race, Nasdaq, IBM, Nvidia: What to Watch When the Stock Market Opens<blockquote>太空竞赛、纳斯达克、IBM、英伟达：股市开盘时看什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-08-06 23:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>Stock futures are higher after Monday’s slide on Wall Street.</b>  </p><p><blockquote><b>华尔街周一下跌后，股指期货走高。</b></blockquote></p><p> To the moon! Well, not quite, butinto space at leasttoday forJeff Bezos,the billionaire baron of ecommerce. Also not going to the moon isAmazonAMZN-1.19%stock, though it is 0.3% up premarket on Tuesday morning.</p><p><blockquote>去月球！嗯，不完全是，但至少今天对于电子商务亿万富翁杰夫·贝索斯来说是这样。同样不会登上月球的还有亚马逊AMZN-1.19%的股票，尽管周二上午盘前上涨了0.3%。</blockquote></p><p> <ul>  <li>One reason for Mr. Bezos’s rocket ride is the more earthly goal of winning government contracts for the kind of less thrilling scientific projects the provide reliable revenue. His Blue Origin company is playing catch-up withElon Musk’s SpaceX.</li>  <li>Mr. Musk’s electric vehicle makerTesla,TSLA-1.55%is getting a bit of a boost Tuesday morning ahead of the open, rising 1% premarket. It is also gaining more attention on the message boards among day traders, according to Topstonks.com. The company reports earnings next Monday and tends to see its stock rise in the days ahead as investors start hoping for exciting announcements.</li>  <li>In the wider markets, U.S. stock futures are trending higher ahead of the open following Monday’s broad selloff. S&amp;P 500 futures and Dow futures are up 0.3%, and Nasdaq-100 futures are up 0.4%.</li>  <li>Nasdaq the company, not the index, is itself rising premarket, up 1%, after TheWall Street Journal’s exclusivethat it will spin out its Private Market for shares in start-ups that trade among some investors before an initial public offering. The business will go into a standalone joint venture company and get investment from three Wall Street banks and SVB Financial Group, a tech specialist bank.</li>  <li>NvidiaNVDA-1.30%is down 0.8% on large volumes following a &nbsp;3.4% rise Monday. The shares are up nearly 80% over the past year, putting the chip makerinto the top 10list of U.S. public companies. It also executed its four-for-one stock split overnight, which has given some investorsmore ways to trade the stock-performance.</li>  <li>International Business MachinesIBM+0.54%is up 2.8% ahead of the open on Tuesday after turning in decent second-quarter numbers Monday after the close. The computing group’s efforts to refocus on cloud-based computing and spin off its old-fashioned IT services business is winning fans among investors. At the same time, it has benefitted from companies beginning to invest again as the economy reopens.</li> </ul> <ul>  <li>Advanced Micro DevicesAMD+1.43%is rising up the chat charts on social media platforms, according to Topstonks.com, gaining popularity among retail traders. Its shares are up 0.4% premarket on good volumes following a 0.8% rise Monday.</li>  <li>Growing chatter and chunky volumes Tuesday morning for another perennial retail favourite:AMC Entertainment.AMC-3.16%The cinema chain’s shares have taken a bit of a beating so far this month, but they are 1.7% higher premarket Tuesday.</li>  <li>Zoom Video CommunicationsZM-3.50%is bouncing slightly Tuesday morning, up 0.4% in premarket trading after a 2.2% drop on Monday when it revealed it would buy customer service software firmFive9.FIVN-3.04%The target’s shares jumped nearly 6% Monday, are down 0.3% premarket.</li>  <li>Shares in big U.S. investments banks, which all took a knock Monday with the drop in financial markets, look set to rebound a bit Tuesday:Goldman SachsGS+2.91%andJPMorgan ChaseJPM+2.66%are both up about 0.3%, while andMorgan StanleyMS+1.64%up about 0.5% in premarket trading.</li>  <li>Bitcoin dropped below $30,000 Tuesday for the first time in a month.</li>  <li>Netflix,NFLX-0.33%United AirlinesUAL-0.71%andChipotle Mexican GrillCMG-0.63%are due to report earnings after Tuesday’s close.</li> </ul> <img src=\"https://static.tigerbbs.com/6454f89ce9900ecbca7664b0da4ff6fa\" tg-width=\"761\" tg-height=\"567\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li>贝佐斯乘坐火箭的一个原因是更世俗的目标，即赢得政府合同，为那些不那么令人兴奋的科学项目提供可靠的收入。他的蓝色起源公司正在追赶埃隆·马斯克的SpaceX。</li><li>马斯克的电动汽车制造商特斯拉(TSLA-1.55%)周二上午开盘前小幅上涨，盘前上涨1%。据Topstonks.com称，它也在日内交易者的留言板上获得了更多关注。该公司将于下周一公布财报，随着投资者开始期待令人兴奋的公告，其股价在未来几天可能会上涨。</li><li>在更广泛的市场中，继周一的广泛抛售之后，美国股指期货在开盘前呈走高趋势。标普500期货和道指期货上涨0.3%，纳斯达克100期货上涨0.4%。</li><li>纳斯达克该公司（而不是该指数）本身在盘前上涨，上涨了1%，此前《华尔街日报》独家报道称，该公司将分拆其私人市场，购买在首次公开募股之前在一些投资者中交易的初创企业股票。该业务将成立一家独立的合资公司，并获得三家华尔街银行和科技专业银行SVB金融集团的投资。</li><li>英伟达(NvidiaNVDA-1.30%)继周一上涨3.过去一年中，该股上涨近80%，使芯片制造商跻身美国上市公司十大名单。它还在一夜之间执行了四对一的股票分割，这为一些投资者提供了更多交易股票表现的方式。</li><li>国际商业机器IBM+0.54%在周一收盘后公布了不错的第二季度数据后，周二开盘前上涨2.8%。该计算集团重新专注于基于云的计算并剥离其老式IT服务业务的努力正在赢得投资者的青睐。与此同时，随着经济重新开放，企业开始再次投资，它也从中受益。</li></ul><ul><li>根据Topstonks.com的数据，Advanced Micro DevicesAMD+1.43%在社交媒体平台上的聊天排行榜上不断上升，在零售交易者中越来越受欢迎。继周一上涨0.8%后，其股价盘前上涨0.4%，成交量良好。</li><li>周二上午，另一家长期受欢迎的零售巨头AMC Entertainment的讨论和成交量不断增加。AMC-3.16%这家连锁影院的股价本月迄今为止遭受了一些打击，但周二盘前上涨了1.7%。</li><li>Zoom Video通信ZM-3.50%周二上午小幅反弹，盘前交易中上涨0.4%，周一该公司透露将收购客户服务软件公司Five9.FIVN-3.04%，该公司股价周一上涨近6%，盘前下跌0.3%。</li><li>美国大型投资银行的股价周一均因金融市场下跌而受到打击，但周二似乎将小幅反弹：高盛SGS+2.91%和摩根大通JPM+2.66%均上涨约0.3%，而摩根士丹利MS+1.64%盘前交易上涨约0.5%。</li><li>比特币周二一个月来首次跌破30,000美元。</li><li>Netflix、NFLX-0.33%联合航空SU-0.71%和Chipotle Mexican GrillCMG-0.63%将于周二收盘后公布财报。</li></ul></blockquote></p><p> <ul>  <li>Stocks, commodities and other financial marketstook a stumbleMonday on growing concerns about the strength of the post-Covid-19 global recovery.</li> </ul> <b>Corrections &amp; Amplifications</b></p><p><blockquote><ul><li>由于对Covid-19后全球复苏力度的担忧日益加剧，股市、大宗商品和其他金融市场周一下跌。</li></ul><b>校正和放大</b></blockquote></p><p> Nvidia shares rose 3.4% on Monday,&nbsp;July 19. An earlier version of this article incorrectly&nbsp;said that they rose 15%. A separate version of the article incorrectly said they rose 3%. (Corrected on Aug. 6)</p><p><blockquote>7月19日星期一，英伟达股价上涨3.4%。本文的早期版本错误地说它们上涨了15%。这篇文章的另一个版本错误地说它们上涨了3%。（8月6日更正）</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/space-race-nvidia-and-ibm-what-to-watch-when-the-market-opens-11626778707?mod=rss_markets_main\">The Wall Street Journal</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.wsj.com/articles/space-race-nvidia-and-ibm-what-to-watch-when-the-market-opens-11626778707?mod=rss_markets_main","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159359820","content_text":"Stock futures are higher after Monday’s slide on Wall Street.\n\n\nTo the moon! Well, not quite, butinto space at leasttoday forJeff Bezos,the billionaire baron of ecommerce. Also not going to the moon isAmazonAMZN-1.19%stock, though it is 0.3% up premarket on Tuesday morning.\n\nOne reason for Mr. Bezos’s rocket ride is the more earthly goal of winning government contracts for the kind of less thrilling scientific projects the provide reliable revenue. His Blue Origin company is playing catch-up withElon Musk’s SpaceX.\nMr. Musk’s electric vehicle makerTesla,TSLA-1.55%is getting a bit of a boost Tuesday morning ahead of the open, rising 1% premarket. It is also gaining more attention on the message boards among day traders, according to Topstonks.com. The company reports earnings next Monday and tends to see its stock rise in the days ahead as investors start hoping for exciting announcements.\nIn the wider markets, U.S. stock futures are trending higher ahead of the open following Monday’s broad selloff. S&P 500 futures and Dow futures are up 0.3%, and Nasdaq-100 futures are up 0.4%.\nNasdaq the company, not the index, is itself rising premarket, up 1%, after TheWall Street Journal’s exclusivethat it will spin out its Private Market for shares in start-ups that trade among some investors before an initial public offering. The business will go into a standalone joint venture company and get investment from three Wall Street banks and SVB Financial Group, a tech specialist bank.\nNvidiaNVDA-1.30%is down 0.8% on large volumes following a  3.4% rise Monday. The shares are up nearly 80% over the past year, putting the chip makerinto the top 10list of U.S. public companies. It also executed its four-for-one stock split overnight, which has given some investorsmore ways to trade the stock-performance.\nInternational Business MachinesIBM+0.54%is up 2.8% ahead of the open on Tuesday after turning in decent second-quarter numbers Monday after the close. The computing group’s efforts to refocus on cloud-based computing and spin off its old-fashioned IT services business is winning fans among investors. At the same time, it has benefitted from companies beginning to invest again as the economy reopens.\n\n\nAdvanced Micro DevicesAMD+1.43%is rising up the chat charts on social media platforms, according to Topstonks.com, gaining popularity among retail traders. Its shares are up 0.4% premarket on good volumes following a 0.8% rise Monday.\nGrowing chatter and chunky volumes Tuesday morning for another perennial retail favourite:AMC Entertainment.AMC-3.16%The cinema chain’s shares have taken a bit of a beating so far this month, but they are 1.7% higher premarket Tuesday.\nZoom Video CommunicationsZM-3.50%is bouncing slightly Tuesday morning, up 0.4% in premarket trading after a 2.2% drop on Monday when it revealed it would buy customer service software firmFive9.FIVN-3.04%The target’s shares jumped nearly 6% Monday, are down 0.3% premarket.\nShares in big U.S. investments banks, which all took a knock Monday with the drop in financial markets, look set to rebound a bit Tuesday:Goldman SachsGS+2.91%andJPMorgan ChaseJPM+2.66%are both up about 0.3%, while andMorgan StanleyMS+1.64%up about 0.5% in premarket trading.\nBitcoin dropped below $30,000 Tuesday for the first time in a month.\nNetflix,NFLX-0.33%United AirlinesUAL-0.71%andChipotle Mexican GrillCMG-0.63%are due to report earnings after Tuesday’s close.\n\n\n\nStocks, commodities and other financial marketstook a stumbleMonday on growing concerns about the strength of the post-Covid-19 global recovery.\n\nCorrections & Amplifications\nNvidia shares rose 3.4% on Monday, July 19. An earlier version of this article incorrectly said that they rose 15%. A separate version of the article incorrectly said they rose 3%. (Corrected on Aug. 6)","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":2913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891782250,"gmtCreate":1628430017770,"gmtModify":1633747184456,"author":{"id":"3578739448923997","authorId":"3578739448923997","name":"lexxselrahc","avatar":"https://static.tigerbbs.com/20a54ceed78bc452d36ac799295862ce","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578739448923997","authorIdStr":"3578739448923997"},"themes":[],"htmlText":"Really? 1.2k?","listText":"Really? 1.2k?","text":"Really? 1.2k?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891782250","repostId":"1159872041","repostType":4,"repost":{"id":"1159872041","kind":"news","pubTimestamp":1628385224,"share":"https://www.laohu8.com/m/news/1159872041?lang=zh_CN&edition=full","pubTime":"2021-08-08 09:13","market":"us","language":"en","title":"Tesla Stock: Headed to $1,200?<blockquote>特斯拉股票：将升至1,200美元？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159872041","media":"Motley Fool","summary":"Tesla deliveries more than doubled year over year in Q2.Rising demand for electric vehicles could benefit Tesla.Investors should exercise caution when it comes to analysts' price targets.It's been a wild year for Teslastock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the S&P 500's 18% gain this year.In February,Piper Sandler analys","content":"<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>Tesla deliveries more than doubled year over year in Q2.</li>  <li>Rising demand for electric vehicles could benefit Tesla.</li>  <li>Investors should exercise caution when it comes to analysts' price targets.</li> </ul> It's been a wild year for&nbsp;<b>Tesla</b>(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the&nbsp;<b>S&amp;P 500</b>'s 18% gain this year.</p><p><blockquote><ul><li>特斯拉第二季度的交付量同比增长了一倍多。</li><li>电动汽车需求的增长可能有利于特斯拉。</li><li>投资者在考虑分析师的目标价时应保持谨慎。</li></ul>这是疯狂的一年<b>特斯拉</b>（纳斯达克：TSLA）股票。今年年初，股价最初飙升超过20%。但该股现在已经回吐了所有涨幅，今年迄今的回报率为负1%。这意味着该股的表现明显落后于<b>标普500</b>今年增长了18%。</blockquote></p><p> But one analyst thinks the stock could take off.</p><p><blockquote>但一位分析师认为该股可能会起飞。</blockquote></p><p> <b>\"We still really like this stock.\"</b></p><p><blockquote><b>“我们仍然非常喜欢这只股票。”</b></blockquote></p><p> In February,<b>Piper Sandler</b>&nbsp;analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.</p><p><blockquote>2月份，<b>派珀·桑德勒</b>分析师Alexander Potter做出了大胆的看涨期权，将这只成长型股票的12个月目标价从515美元上调至1,200美元。他表示，特斯拉的交付量可能会从2020年的50万辆增加到今年的近90万辆。当然，这一预测是在全球供应短缺恶化之前做出的。尽管如此，特斯拉的增长速度极快。该公司第二季度的交付量比去年同期增长了一倍多，达到201,304辆。</blockquote></p><p> Following Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.</p><p><blockquote>继特斯拉上月底发布第二季度财报后，该分析师重申了这一目标，并指出该公司似乎有望受益于市场份额的增长、该公司自动驾驶软件的货币化以及特斯拉能源业务中“未被充分重视的机会”，其中包括电池储能和太阳能发电产品的收入。</blockquote></p><p> Further, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.</p><p><blockquote>此外，波特指出，特斯拉第二季度营业利润率强劲，为11%，他预计特斯拉最近推出的Autopilot订阅将带来增量改善。</blockquote></p><p> On Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.</p><p><blockquote>8月3日，波特再次重申了跑赢大盘对该股的评级和1200美元的目标价，称“我们仍然非常喜欢这只股票”。他指出，总体而言，对纯电动汽车的需求不断增长。</blockquote></p><p> <b>So what gives?</b></p><p><blockquote><b>那么是什么给了？</b></blockquote></p><p> If shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.</p><p><blockquote>如果股价真的能涨到1200美元，为什么这么多投资者似乎认为该股的价值如此之低（基于撰写本文时该股的价格略低于700美元）。毕竟，如果投资者普遍认为特斯拉股票在未来12个月内可能达到1,200美元，那么今天的股价将大幅走高。</blockquote></p><p> The issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.</p><p><blockquote>问题归结为股票的前瞻性估值。截至撰写本文时，特斯拉股价的市盈率约为370，很大程度上预计未来几年将强劲增长。由于该公司的估值很大程度上基于未来的利润，因此对特斯拉未来增长轨迹的看法略有差异，就会对该股目前的内在价值产生截然不同的假设。</blockquote></p><p> Investors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.</p><p><blockquote>因此，投资者不应仅仅因为一位分析师的股价目标较高就急于购买特斯拉股票。尽管如此，波特确实对特斯拉强劲的商业势头有一些优点。就连特斯拉本身也重申了今年汽车交付量增长50%以上的指导意见，而这一指导意见是在全球许多公司（包括特斯拉）都受到供应链短缺的负面影响之际提供的。此外，特斯拉管理层在第二季度更新中指出，进入第三季度，对其车辆的需求创历史新高。</blockquote></p><p> While a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.</p><p><blockquote>虽然特斯拉股票1,200美元的目标价很难证明合理，但该股的交易价格可能足够低，投资者可以在该股建立少量头寸。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock: Headed to $1,200?<blockquote>特斯拉股票：将升至1,200美元？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock: Headed to $1,200?<blockquote>特斯拉股票：将升至1,200美元？</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\">2021-08-08 09:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>Tesla deliveries more than doubled year over year in Q2.</li>  <li>Rising demand for electric vehicles could benefit Tesla.</li>  <li>Investors should exercise caution when it comes to analysts' price targets.</li> </ul> It's been a wild year for&nbsp;<b>Tesla</b>(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the&nbsp;<b>S&amp;P 500</b>'s 18% gain this year.</p><p><blockquote><ul><li>特斯拉第二季度的交付量同比增长了一倍多。</li><li>电动汽车需求的增长可能有利于特斯拉。</li><li>投资者在考虑分析师的目标价时应保持谨慎。</li></ul>这是疯狂的一年<b>特斯拉</b>（纳斯达克：TSLA）股票。今年年初，股价最初飙升超过20%。但该股现在已经回吐了所有涨幅，今年迄今的回报率为负1%。这意味着该股的表现明显落后于<b>标普500</b>今年增长了18%。</blockquote></p><p> But one analyst thinks the stock could take off.</p><p><blockquote>但一位分析师认为该股可能会起飞。</blockquote></p><p> <b>\"We still really like this stock.\"</b></p><p><blockquote><b>“我们仍然非常喜欢这只股票。”</b></blockquote></p><p> In February,<b>Piper Sandler</b>&nbsp;analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.</p><p><blockquote>2月份，<b>派珀·桑德勒</b>分析师Alexander Potter做出了大胆的看涨期权，将这只成长型股票的12个月目标价从515美元上调至1,200美元。他表示，特斯拉的交付量可能会从2020年的50万辆增加到今年的近90万辆。当然，这一预测是在全球供应短缺恶化之前做出的。尽管如此，特斯拉的增长速度极快。该公司第二季度的交付量比去年同期增长了一倍多，达到201,304辆。</blockquote></p><p> Following Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.</p><p><blockquote>继特斯拉上月底发布第二季度财报后，该分析师重申了这一目标，并指出该公司似乎有望受益于市场份额的增长、该公司自动驾驶软件的货币化以及特斯拉能源业务中“未被充分重视的机会”，其中包括电池储能和太阳能发电产品的收入。</blockquote></p><p> Further, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.</p><p><blockquote>此外，波特指出，特斯拉第二季度营业利润率强劲，为11%，他预计特斯拉最近推出的Autopilot订阅将带来增量改善。</blockquote></p><p> On Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.</p><p><blockquote>8月3日，波特再次重申了跑赢大盘对该股的评级和1200美元的目标价，称“我们仍然非常喜欢这只股票”。他指出，总体而言，对纯电动汽车的需求不断增长。</blockquote></p><p> <b>So what gives?</b></p><p><blockquote><b>那么是什么给了？</b></blockquote></p><p> If shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.</p><p><blockquote>如果股价真的能涨到1200美元，为什么这么多投资者似乎认为该股的价值如此之低（基于撰写本文时该股的价格略低于700美元）。毕竟，如果投资者普遍认为特斯拉股票在未来12个月内可能达到1,200美元，那么今天的股价将大幅走高。</blockquote></p><p> The issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.</p><p><blockquote>问题归结为股票的前瞻性估值。截至撰写本文时，特斯拉股价的市盈率约为370，很大程度上预计未来几年将强劲增长。由于该公司的估值很大程度上基于未来的利润，因此对特斯拉未来增长轨迹的看法略有差异，就会对该股目前的内在价值产生截然不同的假设。</blockquote></p><p> Investors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.</p><p><blockquote>因此，投资者不应仅仅因为一位分析师的股价目标较高就急于购买特斯拉股票。尽管如此，波特确实对特斯拉强劲的商业势头有一些优点。就连特斯拉本身也重申了今年汽车交付量增长50%以上的指导意见，而这一指导意见是在全球许多公司（包括特斯拉）都受到供应链短缺的负面影响之际提供的。此外，特斯拉管理层在第二季度更新中指出，进入第三季度，对其车辆的需求创历史新高。</blockquote></p><p> While a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.</p><p><blockquote>虽然特斯拉股票1,200美元的目标价很难证明合理，但该股的交易价格可能足够低，投资者可以在该股建立少量头寸。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/08/07/tesla-stock-headed-to-1200/\">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":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2021/08/07/tesla-stock-headed-to-1200/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159872041","content_text":"Key Points\n\nTesla deliveries more than doubled year over year in Q2.\nRising demand for electric vehicles could benefit Tesla.\nInvestors should exercise caution when it comes to analysts' price targets.\n\nIt's been a wild year for Tesla(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the S&P 500's 18% gain this year.\nBut one analyst thinks the stock could take off.\n\"We still really like this stock.\"\nIn February,Piper Sandler analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.\nFollowing Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.\nFurther, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.\nOn Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.\nSo what gives?\nIf shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.\nThe issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.\nInvestors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.\nWhile a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893279483,"gmtCreate":1628269122742,"gmtModify":1633752072760,"author":{"id":"3578739448923997","authorId":"3578739448923997","name":"lexxselrahc","avatar":"https://static.tigerbbs.com/20a54ceed78bc452d36ac799295862ce","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578739448923997","authorIdStr":"3578739448923997"},"themes":[],"htmlText":"Long term is the operative","listText":"Long term is the operative","text":"Long term is the operative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893279483","repostId":"1189197543","repostType":2,"repost":{"id":"1189197543","kind":"news","pubTimestamp":1628217951,"share":"https://www.laohu8.com/m/news/1189197543?lang=zh_CN&edition=full","pubTime":"2021-08-06 10:45","market":"us","language":"en","title":"Why Fiverr's Stock Dropped 24% on Thursday<blockquote>为什么Fiverr股价周四下跌24%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189197543","media":"Motley Fool","summary":"The second quarter was great, but guidance left a lot to be desired for investors.\nKey Points\n\nGrowt","content":"<p>The second quarter was great, but guidance left a lot to be desired for investors.</p><p><blockquote>第二季度表现出色，但指引对投资者来说还有很多不足之处。</blockquote></p><p> <b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>Growth was a whopping 60% last quarter at Fiverr.</li>  <li>Guidance indicates that growth may have stalled out as the pandemic comes to an end.</li> </ul> <b>What happened</b></p><p><blockquote><ul><li>Fiverr上个季度的增长率高达60%。</li><li>指引表明，随着疫情的结束，增长可能已经停滞。</li></ul><b>发生了什么</b></blockquote></p><p> Shares of online marketplace for freelancers&nbsp;<b>Fiverr</b>(NYSE:FVRR)&nbsp;dropped as much as 24%&nbsp; on Thursday after reporting second-quarter 2021 financial results. </p><p><blockquote>自由职业者在线市场的份额<b>Fiverr</b>（纽约证券交易所股票代码：FVRR）在公布2021年第二季度财务业绩后，周四股价下跌24%。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Results for the quarter were downright outstanding. Revenue jumped 60% compared to a year ago to $75.3 million, gross margin was an incredible 83.4%, and non-generally accepted accounting principles (GAAP) net income was $7.9 million, or $0.19 per share. Analysts were expecting revenue of $74.8 million and earnings of $0.14 per share.</p><p><blockquote>该季度的业绩非常出色。收入较去年同期增长60%，达到7530万美元，毛利率达到令人难以置信的83.4%，非公认会计原则(GAAP)净利润为790万美元，即每股0.19美元。分析师预计营收为7480万美元，每股收益为0.14美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/20c4a82e87c3f2484c82e3f3f4ec525d\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> Results looked great, so why is the stock down? The answer comes down to guidance. Management expects revenue in Q3 2021 to be $68 million to $72 million, down from Q2, and growth of just 30% to 38% versus a year ago. Management said the relatively weak results are the result of more normal business activity and less remote work, which is hurting the freelance market.</p><p><blockquote>结果看起来很好，那么为什么股票下跌呢？答案归结为指导。管理层预计2021年第三季度的收入为6800万美元至7200万美元，低于第二季度，与去年同期相比仅增长30%至38%。管理层表示，相对疲软的业绩是业务活动更加正常和远程工作减少的结果，这正在损害自由职业者市场。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> This is a short-term hit to Fiverr, and it makes sense the stock is down big given the fact the company has a market cap of $6.3 billion and expects revenue of just $280 million to $288 million this year. That's a lofty price-to-sales ratio of 22 times at the midpoint of revenue guidance, which is a concern if revenue growth has stalled out.</p><p><blockquote>这对Fiverr来说是一个短期打击，鉴于该公司的市值为63亿美元，预计今年的收入仅为2.8亿至2.88亿美元，该股大幅下跌是有道理的。这是收入指引中点22倍的高市销率，如果收入增长停滞，这将是一个令人担忧的问题。</blockquote></p><p> I still think Fiverr has a long growth runway ahead, but the company may need to absorb the impacts of companies going back to work over the next few quarters. That will make shares volatile, and if the stock keeps dropping, it could be a great buying opportunity for investors looking to jump into this long-term&nbsp;growth stock.</p><p><blockquote>我仍然认为Fiverr还有很长的增长跑道，但该公司可能需要吸收未来几个季度公司复工的影响。这将使股价波动，如果股价持续下跌，对于希望买入这只长期增长股票的投资者来说，这可能是一个绝佳的买入机会。</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 Fiverr's Stock Dropped 24% on Thursday<blockquote>为什么Fiverr股价周四下跌24%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Fiverr's Stock Dropped 24% on Thursday<blockquote>为什么Fiverr股价周四下跌24%</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\">2021-08-06 10:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The second quarter was great, but guidance left a lot to be desired for investors.</p><p><blockquote>第二季度表现出色，但指引对投资者来说还有很多不足之处。</blockquote></p><p> <b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>Growth was a whopping 60% last quarter at Fiverr.</li>  <li>Guidance indicates that growth may have stalled out as the pandemic comes to an end.</li> </ul> <b>What happened</b></p><p><blockquote><ul><li>Fiverr上个季度的增长率高达60%。</li><li>指引表明，随着疫情的结束，增长可能已经停滞。</li></ul><b>发生了什么</b></blockquote></p><p> Shares of online marketplace for freelancers&nbsp;<b>Fiverr</b>(NYSE:FVRR)&nbsp;dropped as much as 24%&nbsp; on Thursday after reporting second-quarter 2021 financial results. </p><p><blockquote>自由职业者在线市场的份额<b>Fiverr</b>（纽约证券交易所股票代码：FVRR）在公布2021年第二季度财务业绩后，周四股价下跌24%。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Results for the quarter were downright outstanding. Revenue jumped 60% compared to a year ago to $75.3 million, gross margin was an incredible 83.4%, and non-generally accepted accounting principles (GAAP) net income was $7.9 million, or $0.19 per share. Analysts were expecting revenue of $74.8 million and earnings of $0.14 per share.</p><p><blockquote>该季度的业绩非常出色。收入较去年同期增长60%，达到7530万美元，毛利率达到令人难以置信的83.4%，非公认会计原则(GAAP)净利润为790万美元，即每股0.19美元。分析师预计营收为7480万美元，每股收益为0.14美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/20c4a82e87c3f2484c82e3f3f4ec525d\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> Results looked great, so why is the stock down? The answer comes down to guidance. Management expects revenue in Q3 2021 to be $68 million to $72 million, down from Q2, and growth of just 30% to 38% versus a year ago. Management said the relatively weak results are the result of more normal business activity and less remote work, which is hurting the freelance market.</p><p><blockquote>结果看起来很好，那么为什么股票下跌呢？答案归结为指导。管理层预计2021年第三季度的收入为6800万美元至7200万美元，低于第二季度，与去年同期相比仅增长30%至38%。管理层表示，相对疲软的业绩是业务活动更加正常和远程工作减少的结果，这正在损害自由职业者市场。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> This is a short-term hit to Fiverr, and it makes sense the stock is down big given the fact the company has a market cap of $6.3 billion and expects revenue of just $280 million to $288 million this year. That's a lofty price-to-sales ratio of 22 times at the midpoint of revenue guidance, which is a concern if revenue growth has stalled out.</p><p><blockquote>这对Fiverr来说是一个短期打击，鉴于该公司的市值为63亿美元，预计今年的收入仅为2.8亿至2.88亿美元，该股大幅下跌是有道理的。这是收入指引中点22倍的高市销率，如果收入增长停滞，这将是一个令人担忧的问题。</blockquote></p><p> I still think Fiverr has a long growth runway ahead, but the company may need to absorb the impacts of companies going back to work over the next few quarters. That will make shares volatile, and if the stock keeps dropping, it could be a great buying opportunity for investors looking to jump into this long-term&nbsp;growth stock.</p><p><blockquote>我仍然认为Fiverr还有很长的增长跑道，但该公司可能需要吸收未来几个季度公司复工的影响。这将使股价波动，如果股价持续下跌，对于希望买入这只长期增长股票的投资者来说，这可能是一个绝佳的买入机会。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/08/05/why-fiverrs-stock-dropped-248-today/\">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":{"FVRR":"Fiverr International Ltd."},"source_url":"https://www.fool.com/investing/2021/08/05/why-fiverrs-stock-dropped-248-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189197543","content_text":"The second quarter was great, but guidance left a lot to be desired for investors.\nKey Points\n\nGrowth was a whopping 60% last quarter at Fiverr.\nGuidance indicates that growth may have stalled out as the pandemic comes to an end.\n\nWhat happened\nShares of online marketplace for freelancers Fiverr(NYSE:FVRR) dropped as much as 24%  on Thursday after reporting second-quarter 2021 financial results. \nSo what\nResults for the quarter were downright outstanding. Revenue jumped 60% compared to a year ago to $75.3 million, gross margin was an incredible 83.4%, and non-generally accepted accounting principles (GAAP) net income was $7.9 million, or $0.19 per share. Analysts were expecting revenue of $74.8 million and earnings of $0.14 per share.\nIMAGE SOURCE: GETTY IMAGES.\nResults looked great, so why is the stock down? The answer comes down to guidance. Management expects revenue in Q3 2021 to be $68 million to $72 million, down from Q2, and growth of just 30% to 38% versus a year ago. Management said the relatively weak results are the result of more normal business activity and less remote work, which is hurting the freelance market.\nNow what\nThis is a short-term hit to Fiverr, and it makes sense the stock is down big given the fact the company has a market cap of $6.3 billion and expects revenue of just $280 million to $288 million this year. That's a lofty price-to-sales ratio of 22 times at the midpoint of revenue guidance, which is a concern if revenue growth has stalled out.\nI still think Fiverr has a long growth runway ahead, but the company may need to absorb the impacts of companies going back to work over the next few quarters. That will make shares volatile, and if the stock keeps dropping, it could be a great buying opportunity for investors looking to jump into this long-term growth stock.","news_type":1,"symbols_score_info":{"FVRR":0.9}},"isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893875620,"gmtCreate":1628257686160,"gmtModify":1633752185477,"author":{"id":"3578739448923997","authorId":"3578739448923997","name":"lexxselrahc","avatar":"https://static.tigerbbs.com/20a54ceed78bc452d36ac799295862ce","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578739448923997","authorIdStr":"3578739448923997"},"themes":[],"htmlText":"Way up.&nbsp;","listText":"Way up.&nbsp;","text":"Way up.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893875620","repostId":"2157545948","repostType":2,"isVote":1,"tweetType":1,"viewCount":956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899200129,"gmtCreate":1628184528461,"gmtModify":1633752825727,"author":{"id":"3578739448923997","authorId":"3578739448923997","name":"lexxselrahc","avatar":"https://static.tigerbbs.com/20a54ceed78bc452d36ac799295862ce","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578739448923997","authorIdStr":"3578739448923997"},"themes":[],"htmlText":"How much higher?&nbsp;","listText":"How much higher?&nbsp;","text":"How much higher?","images":[{"img":"https://static.tigerbbs.com/c51a4ddf06ce99edeaa270c43c4a244b","width":"1080","height":"3106"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899200129","isVote":1,"tweetType":1,"viewCount":938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":899803296,"gmtCreate":1628171822315,"gmtModify":1633752956164,"author":{"id":"3578739448923997","authorId":"3578739448923997","name":"lexxselrahc","avatar":"https://static.tigerbbs.com/20a54ceed78bc452d36ac799295862ce","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578739448923997","authorIdStr":"3578739448923997"},"themes":[],"htmlText":"How long would the rally last?&nbsp;","listText":"How long would the rally last?&nbsp;","text":"How long would the rally last?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899803296","repostId":"2157626484","repostType":2,"isVote":1,"tweetType":1,"viewCount":593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899800148,"gmtCreate":1628171747184,"gmtModify":1633752957697,"author":{"id":"3578739448923997","authorId":"3578739448923997","name":"lexxselrahc","avatar":"https://static.tigerbbs.com/20a54ceed78bc452d36ac799295862ce","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578739448923997","authorIdStr":"3578739448923997"},"themes":[],"htmlText":"Likely to go up then.&nbsp;","listText":"Likely to go up then.&nbsp;","text":"Likely to go up then.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899800148","repostId":"2155182974","repostType":2,"isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899177053,"gmtCreate":1628171700472,"gmtModify":1633752958855,"author":{"id":"3578739448923997","authorId":"3578739448923997","name":"lexxselrahc","avatar":"https://static.tigerbbs.com/20a54ceed78bc452d36ac799295862ce","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578739448923997","authorIdStr":"3578739448923997"},"themes":[],"htmlText":"That explains the upward trend. Probably need to offload it after the Ex-dividend date.&nbsp;","listText":"That explains the upward trend. Probably need to offload it after the Ex-dividend date.&nbsp;","text":"That explains the upward trend. Probably need to offload it after the Ex-dividend date.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899177053","repostId":"2156127620","repostType":2,"isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899175365,"gmtCreate":1628171633857,"gmtModify":1633752960157,"author":{"id":"3578739448923997","authorId":"3578739448923997","name":"lexxselrahc","avatar":"https://static.tigerbbs.com/20a54ceed78bc452d36ac799295862ce","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578739448923997","authorIdStr":"3578739448923997"},"themes":[],"htmlText":"Looks promising in the long term. Hold.&nbsp;","listText":"Looks promising in the long term. Hold.&nbsp;","text":"Looks promising in the long term. Hold.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899175365","repostId":"1119138550","repostType":2,"repost":{"id":"1119138550","kind":"news","pubTimestamp":1628157065,"share":"https://www.laohu8.com/m/news/1119138550?lang=zh_CN&edition=full","pubTime":"2021-08-05 17:51","market":"us","language":"en","title":"Intel has a plan to go beyond 3nm chips<blockquote>英特尔计划超越3纳米芯片</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119138550","media":"engadget","summary":"Its moving past nanometers, in more than one way.\n\nEarlier this year, Intel announced they were plan","content":"<p>  Its moving past nanometers, in more than <a href=\"https://laohu8.com/S/AONE.U\">one</a> way.  Earlier this year, <a href=\"https://laohu8.com/S/INTC\">Intel</a> announced they were planning toretake the CPU manufacturing leadand \"unquestioned leadership\" in the PC world. These were impressive goals, but what was missing was any sense of how they'd actually achieve them. Now, we finally know Intel's plan.</p><p><blockquote>它超越了纳米，超过<a href=\"https://laohu8.com/S/AONE.U\">一</a>方式。今年早些时候，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>宣布他们计划夺回CPU制造的领先地位和个人电脑领域“毫无疑问的领导地位”。这些都是令人印象深刻的目标，但缺少的是他们将如何实际实现这些目标的任何感觉。现在，我们终于知道了英特尔的计划。</blockquote></p><p> Intel's CEO Pat Gelsinger and SVP of Technology Development Dr. Ann Kelleher,laid out the company's plan for the future.For starters, Intel is renaming its manufacturing nodes. What used to be 10nm \"Enhanced Superfin\" is now just \"7.\" This may feel a little duplicitous — \"just wave a wand a you've got better technology!\" — but to be fair to intel, the nanometer measurements of process nodes don't really correspond to anything physical any more, and in terms of density Intel's current 10nm chips are competitive with TSMC and Samsung's 7nm.</p><p><blockquote>英特尔首席执行官Pat Gelsinger和技术开发高级副总裁Ann Kelleher博士阐述了公司的未来计划。首先，英特尔正在重新命名其制造节点。曾经的10nm“增强型Superfin”现在只有“7”。这可能感觉有点口是心非——“只要挥挥魔杖，你就有更好的技术！”-但公平地说，工艺节点的纳米测量不再真正对应于任何物理事物，就密度而言，英特尔目前的10纳米芯片与台积电和三星的7纳米芯片具有竞争力。</blockquote></p><p> Looking beyond 7nm, Intel is targeting an aggressive release schedule with major product updates happening annually. We're expecting their Alder Lake chips this fall, which will mix high and low-powered cores, followed by now-4nm Meteor Lake chips that will move to a \"tile\" (chiplet) design, and incorporate Intel's <a href=\"https://laohu8.com/S/DDD\">3D</a> stacked-chip technology, Foveros.</p><p><blockquote>展望7纳米之后，英特尔的目标是制定积极的发布时间表，每年都会进行重大产品更新。我们预计今年秋天他们的Alder Lake芯片将混合高功率和低功率内核，随后是现在的4纳米Meteor Lake芯片，将转向“平铺”（chiplet）设计，并结合英特尔的<a href=\"https://laohu8.com/S/DDD\">3D</a>堆叠芯片技术。</blockquote></p><p> Beyond that, Intel has technology mapped out for an EUV-based 3nm node that will use the high-energy manufacturing process to streamline chip creation, and a \"20A\" for angstrom node. This is one ten-billionth of a meter (meaning it's 2nm), and will be followed by a 18A node that Intel hopes to start moving into production in 2025 for products sometime in the 2nd half of the decade. Again, while node measurements don't really correspond to physical structures any more, a silicon atom is in the area of 2 angstroms wide, so these are seriously tiny transistors.</p><p><blockquote>除此之外，英特尔还为基于EUV的3纳米节点制定了技术，该节点将使用高能制造工艺来简化芯片创建，并为angstrom节点制定了“20A”技术。这是十亿分之一米（意味着它是2纳米），随后将是一个18A节点，英特尔希望在2025年开始生产，用于本十年后半期的产品。同样，虽然节点测量不再真正对应于物理结构，但硅原子的宽度约为2埃，因此这些晶体管非常微小。</blockquote></p><p> This release schedule seems aggressive, and Intel does not have the best track record of meeting targets for new nodes, but if it can even come close to these goals, expect your laptops and desktops to get a huge performance boost in the next few years.</p><p><blockquote>这个发布时间表似乎很激进，英特尔在满足新节点目标方面没有最好的记录，但如果它甚至可以接近这些目标，预计您的笔记本电脑和台式机将在未来几年内获得巨大的性能提升。</blockquote></p><p></p>","source":"lsy1628157128723","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>Intel has a plan to go beyond 3nm chips<blockquote>英特尔计划超越3纳米芯片</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\">\nIntel has a plan to go beyond 3nm chips<blockquote>英特尔计划超越3纳米芯片</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">engadget</strong><span class=\"h-time small\">2021-08-05 17:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  Its moving past nanometers, in more than <a href=\"https://laohu8.com/S/AONE.U\">one</a> way.  Earlier this year, <a href=\"https://laohu8.com/S/INTC\">Intel</a> announced they were planning toretake the CPU manufacturing leadand \"unquestioned leadership\" in the PC world. These were impressive goals, but what was missing was any sense of how they'd actually achieve them. Now, we finally know Intel's plan.</p><p><blockquote>它超越了纳米，超过<a href=\"https://laohu8.com/S/AONE.U\">一</a>方式。今年早些时候，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>宣布他们计划夺回CPU制造的领先地位和个人电脑领域“毫无疑问的领导地位”。这些都是令人印象深刻的目标，但缺少的是他们将如何实际实现这些目标的任何感觉。现在，我们终于知道了英特尔的计划。</blockquote></p><p> Intel's CEO Pat Gelsinger and SVP of Technology Development Dr. Ann Kelleher,laid out the company's plan for the future.For starters, Intel is renaming its manufacturing nodes. What used to be 10nm \"Enhanced Superfin\" is now just \"7.\" This may feel a little duplicitous — \"just wave a wand a you've got better technology!\" — but to be fair to intel, the nanometer measurements of process nodes don't really correspond to anything physical any more, and in terms of density Intel's current 10nm chips are competitive with TSMC and Samsung's 7nm.</p><p><blockquote>英特尔首席执行官Pat Gelsinger和技术开发高级副总裁Ann Kelleher博士阐述了公司的未来计划。首先，英特尔正在重新命名其制造节点。曾经的10nm“增强型Superfin”现在只有“7”。这可能感觉有点口是心非——“只要挥挥魔杖，你就有更好的技术！”-但公平地说，工艺节点的纳米测量不再真正对应于任何物理事物，就密度而言，英特尔目前的10纳米芯片与台积电和三星的7纳米芯片具有竞争力。</blockquote></p><p> Looking beyond 7nm, Intel is targeting an aggressive release schedule with major product updates happening annually. We're expecting their Alder Lake chips this fall, which will mix high and low-powered cores, followed by now-4nm Meteor Lake chips that will move to a \"tile\" (chiplet) design, and incorporate Intel's <a href=\"https://laohu8.com/S/DDD\">3D</a> stacked-chip technology, Foveros.</p><p><blockquote>展望7纳米之后，英特尔的目标是制定积极的发布时间表，每年都会进行重大产品更新。我们预计今年秋天他们的Alder Lake芯片将混合高功率和低功率内核，随后是现在的4纳米Meteor Lake芯片，将转向“平铺”（chiplet）设计，并结合英特尔的<a href=\"https://laohu8.com/S/DDD\">3D</a>堆叠芯片技术。</blockquote></p><p> Beyond that, Intel has technology mapped out for an EUV-based 3nm node that will use the high-energy manufacturing process to streamline chip creation, and a \"20A\" for angstrom node. This is one ten-billionth of a meter (meaning it's 2nm), and will be followed by a 18A node that Intel hopes to start moving into production in 2025 for products sometime in the 2nd half of the decade. Again, while node measurements don't really correspond to physical structures any more, a silicon atom is in the area of 2 angstroms wide, so these are seriously tiny transistors.</p><p><blockquote>除此之外，英特尔还为基于EUV的3纳米节点制定了技术，该节点将使用高能制造工艺来简化芯片创建，并为angstrom节点制定了“20A”技术。这是十亿分之一米（意味着它是2纳米），随后将是一个18A节点，英特尔希望在2025年开始生产，用于本十年后半期的产品。同样，虽然节点测量不再真正对应于物理结构，但硅原子的宽度约为2埃，因此这些晶体管非常微小。</blockquote></p><p> This release schedule seems aggressive, and Intel does not have the best track record of meeting targets for new nodes, but if it can even come close to these goals, expect your laptops and desktops to get a huge performance boost in the next few years.</p><p><blockquote>这个发布时间表似乎很激进，英特尔在满足新节点目标方面没有最好的记录，但如果它甚至可以接近这些目标，预计您的笔记本电脑和台式机将在未来几年内获得巨大的性能提升。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.engadget.com/intel-laid-out-an-aggressive-plan-to-build-angstrom-scale-transistors-within-the-next-five-years-180020485.html\">engadget</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":{"09086":"华夏纳指-U","03086":"华夏纳指","INTC":"英特尔"},"source_url":"https://www.engadget.com/intel-laid-out-an-aggressive-plan-to-build-angstrom-scale-transistors-within-the-next-five-years-180020485.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119138550","content_text":"Its moving past nanometers, in more than one way.\n\nEarlier this year, Intel announced they were planning toretake the CPU manufacturing leadand \"unquestioned leadership\" in the PC world. These were impressive goals, but what was missing was any sense of how they'd actually achieve them. Now, we finally know Intel's plan.\nIntel's CEO Pat Gelsinger and SVP of Technology Development Dr. Ann Kelleher,laid out the company's plan for the future.For starters, Intel is renaming its manufacturing nodes. What used to be 10nm \"Enhanced Superfin\" is now just \"7.\" This may feel a little duplicitous — \"just wave a wand a you've got better technology!\" — but to be fair to intel, the nanometer measurements of process nodes don't really correspond to anything physical any more, and in terms of density Intel's current 10nm chips are competitive with TSMC and Samsung's 7nm.\nLooking beyond 7nm, Intel is targeting an aggressive release schedule with major product updates happening annually. We're expecting their Alder Lake chips this fall, which will mix high and low-powered cores, followed by now-4nm Meteor Lake chips that will move to a \"tile\" (chiplet) design, and incorporate Intel's 3D stacked-chip technology, Foveros.\nBeyond that, Intel has technology mapped out for an EUV-based 3nm node that will use the high-energy manufacturing process to streamline chip creation, and a \"20A\" for angstrom node. This is one ten-billionth of a meter (meaning it's 2nm), and will be followed by a 18A node that Intel hopes to start moving into production in 2025 for products sometime in the 2nd half of the decade. Again, while node measurements don't really correspond to physical structures any more, a silicon atom is in the area of 2 angstroms wide, so these are seriously tiny transistors.\nThis release schedule seems aggressive, and Intel does not have the best track record of meeting targets for new nodes, but if it can even come close to these goals, expect your laptops and desktops to get a huge performance boost in the next few years.","news_type":1,"symbols_score_info":{"09086":0.9,"03086":0.9,"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899178282,"gmtCreate":1628171537546,"gmtModify":1633752962175,"author":{"id":"3578739448923997","authorId":"3578739448923997","name":"lexxselrahc","avatar":"https://static.tigerbbs.com/20a54ceed78bc452d36ac799295862ce","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578739448923997","authorIdStr":"3578739448923997"},"themes":[],"htmlText":"Agreed.&nbsp;","listText":"Agreed.&nbsp;","text":"Agreed.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899178282","repostId":"1132789984","repostType":2,"repost":{"id":"1132789984","kind":"news","pubTimestamp":1628132627,"share":"https://www.laohu8.com/m/news/1132789984?lang=zh_CN&edition=full","pubTime":"2021-08-05 11:03","market":"us","language":"en","title":"Grab Is Growing Fast But The Valuation Is Too High<blockquote>Grab增长迅速但估值过高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1132789984","media":"seekingalpha","summary":"Summary\n\nGrab is set to merge with SPAC Altimeter Growth Corp. by the end of the year. Investors wan","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Grab is set to merge with SPAC Altimeter Growth Corp. by the end of the year. Investors wanting to invest in the company can do so by buying the SPAC shares now.</li>  <li>The company is valued at ~$45 billion, which we believe is way too generous.</li>  <li>It is still worth watching given the fact that it is the biggest super app in South East Asia and it offers a multitude of services.</li>  <li>Economic growth in South East Asia is expected to be robust, with annual growth estimated at 4.9% per year.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed14131a10fe9b0fe4ffdc2d166eedfc\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>bankkgraphy/iStock via Getty Images</span></p><p><blockquote><ul><li>Grab将于今年年底与SPAC Altimeter Growth Corp.合并。想要投资该公司的投资者现在可以通过购买SPAC股票来实现。</li><li>该公司的估值约为450亿美元，我们认为这太慷慨了。</li><li>鉴于它是东南亚最大的超级应用程序，并且提供多种服务，它仍然值得一看。</li><li>东南亚的经济增长预计将强劲，预计年增长率为4.9%。</li></ul><p class=\"t-img-caption\"><span>bankkgraphy/iStock来自Getty Images</span></p></blockquote></p><p> Grab is the number one super app in Southeast Asia, investors not familiar with it can think of it as merging Uber with a banking app. Its services include mobility, package deliveries, food deliveries, and financial services. The company is still private but it is set to combine with SPAC Altimeter Growth Corp (AGC) by the end of the year.</p><p><blockquote>Grab是东南亚排名第一的超级应用程序，不熟悉它的投资者可以认为它是Uber与银行应用程序的合并。其服务包括移动、包裹递送、食品递送和金融服务。该公司仍然是私营公司，但计划在今年年底前与SPAC Altimeter Growth Corp(AGC)合并。</blockquote></p><p> So what is a super app? Grab imagines customers can use the app for many of their daily needs, from ordering a ride to ordering food, or even booking a hotel.</p><p><blockquote>那么什么是超级app呢？Grab设想客户可以使用该应用程序满足许多日常需求，从叫车到订餐，甚至预订酒店。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/053fd9283dc37b6e74500543dc4cda48\" tg-width=\"640\" tg-height=\"298\" width=\"100%\" height=\"auto\"><span>Source: Grab Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Grab投资者介绍</span></p></blockquote></p><p> Such ubiquity and number of service offerings has resulted in enormous growth for the app, reaching a Gross Merchandise Value (GMV) on its platform of $12.5 billion in 2020. Its net adjusted revenue reaching $1.6 billion, thanks to 1.9 billion transactions, making the app the number one in the region for deliveries, mobility, and financial services.</p><p><blockquote>这种无处不在和服务产品的数量导致了该应用程序的巨大增长，2020年其平台上的商品总值(GMV)达到125亿美元。得益于19亿笔交易，其调整后净收入达到16亿美元，使该应用成为该地区交付、移动和金融服务领域的第一名。</blockquote></p><p> This gives the platform significant scale, with year 2020 GMV of $5.5 billion for food deliveries, $3.2 billion for mobility, and $8.9 billion for financial services.</p><p><blockquote>这使得该平台拥有了巨大的规模，2020年食品配送GMV为55亿美元，移动出行GMV为32亿美元，金融服务GMV为89亿美元。</blockquote></p><p> Such ubiquity and number of service offerings has resulted in enormous growth for the app, reaching a Gross Merchandise Value (GMV) on its platform of $12.5 billion in 2020. Its net adjusted revenue reaching $1.6 billion, thanks to 1.9 billion transactions, making the app the number one in the region for deliveries, mobility, and financial services.</p><p><blockquote>这种无处不在和服务产品的数量导致了该应用程序的巨大增长，2020年其平台上的商品总值(GMV)达到125亿美元。得益于19亿笔交易，其调整后净收入达到16亿美元，使该应用成为该地区交付、移动和金融服务领域的第一名。</blockquote></p><p> This gives the platform significant scale, with year 2020 GMV of $5.5 billion for food deliveries, $3.2 billion for mobility, and $8.9 billion for financial services.</p><p><blockquote>这使得该平台拥有了巨大的规模，2020年食品配送GMV为55亿美元，移动出行GMV为32亿美元，金融服务GMV为89亿美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c22a14f058c5206c6f97c9ee6555c40\" tg-width=\"640\" tg-height=\"350\" width=\"100%\" height=\"auto\"><span>Source: Grab Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Grab投资者介绍</span></p></blockquote></p><p> <b>Cohort Analysis</b></p><p><blockquote><b>队列分析</b></blockquote></p><p> Looking at the different cohorts of users it is clear that the longer they have the app installed the more they transact on it. After three years users approximately double the transaction amount, and by year five they more than triple their transactions. This speaks to significant stickiness for the app, and it reflects high user satisfaction with it.</p><p><blockquote>看看不同的用户群体，很明显，他们安装应用程序的时间越长，他们在上面的交易就越多。三年后，用户的交易量大约翻了一番，到第五年，他们的交易量增加了两倍多。这说明了该应用程序的巨大粘性，也反映了用户对它的高度满意度。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b1048371138429abea215d9d0f75b78\" tg-width=\"640\" tg-height=\"350\" width=\"100%\" height=\"auto\"><span>Source: Grab Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Grab投资者介绍</span></p></blockquote></p><p> <b>International Expansion</b></p><p><blockquote><b>国际扩张</b></blockquote></p><p> One of the more exciting things about Grab is how many countries it operates in, and the number of services it offers in each. The slide below shows the services offered in each of the markets served by Grab.</p><p><blockquote>Grab更令人兴奋的事情之一是它在多少个国家开展业务，以及它在每个国家提供的服务数量。下面的幻灯片显示了Grab在每个市场提供的服务。</blockquote></p><p> While users come to the app initially for food deliveries and rides, we believe it will be the financial services that really bring profitable growth for the company. Things like loans, micro-credits, and insurance products should bring profitable growth for the company.</p><p><blockquote>虽然用户最初使用该应用程序是为了送餐和乘车，但我们相信真正为公司带来盈利增长的将是金融服务。像贷款、小额信贷和保险产品这样的东西应该会给公司带来盈利增长。</blockquote></p><p> According to the OECD,GDP for the region&nbsp;is expected to grow by 4.9% per year during the period 2020-2024, slightly down from the average rate of 5% in 2013-2017.</p><p><blockquote>根据经合组织的数据，该地区的国内生产总值预计在2020-2024年期间每年增长4.9%，略低于2013-2017年5%的平均增长率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b094b954a6ff2a9be4fc65c073208521\" tg-width=\"640\" tg-height=\"361\" width=\"100%\" height=\"auto\"><span>Source: Grab Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Grab投资者介绍</span></p></blockquote></p><p> <b>Financials</b></p><p><blockquote><b>财务</b></blockquote></p><p> Turning our attention to the financials we see that the company isn't projecting to become EBITDA profitable until 2023, when it is projected to reach $0.5 billion. This gives the company an EV/EBITDA 2023 multiple of ~60x, which we find excessive given the uncertainty of the financial projections and the level of risk. We understand some investors are confident the company will achieve operating leverage and that it will continue growing for many years, but even then we believe the valuation to be too demanding given the level of uncertainty for future results.</p><p><blockquote>将注意力转向财务状况，我们发现该公司预计要到2023年才能实现EBITDA盈利，届时预计将达到5亿美元。这使得该公司2023年的EV/EBITDA倍数约为60倍，考虑到财务预测和风险水平的不确定性，我们认为这一倍数过高。我们知道一些投资者对该公司将实现运营杠杆并将继续增长多年充满信心，但即便如此，考虑到未来业绩的不确定性，我们认为估值过于苛刻。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05b52eab933ed612ab245e32a04c21a8\" tg-width=\"640\" tg-height=\"350\" width=\"100%\" height=\"auto\"><span>Source: Grab Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Grab投资者介绍</span></p></blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> The main risk we see with an investment in Grab is over paying for the shares. While the company's app is ubiquitous in South East Asia the current valuation already prices significant growth and profitability improvements. In other words, it is priced for perfection.</p><p><blockquote>我们认为投资Grab的主要风险是支付过高的股票费用。虽然该公司的应用程序在东南亚无处不在，但目前的估值已经体现了显着的增长和盈利能力的提高。换句话说，它的定价是为了完美。</blockquote></p><p> There is also the matter of competition, where several well funded companies are going to fight for market share and erode profitability. These include Uber in some markets, but mainly&nbsp;Indonesia's GoTo,the company created through the merger of ride-sharing firm Gojek and e-commerce company Tokopedia.</p><p><blockquote>还有竞争问题，几家资金雄厚的公司将争夺市场份额并削弱盈利能力。其中包括一些市场的优步，但主要是印度尼西亚的GoTo，该公司由拼车公司Gojek和电子商务公司Tokopedia合并而成。</blockquote></p><p> We find the company exciting and will continue to follow its progress, but at this time we are not buyers of the shares.</p><p><blockquote>我们发现该公司令人兴奋，并将继续关注其进展，但目前我们不是股票的买家。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Grab is one of the most exciting companies right now that offers broad exposure to the economic growth in South East Asia. The&nbsp;company keeps&nbsp;growing and adding services to its app, while gaining users and getting closer to profitability.</p><p><blockquote>Grab是目前最令人兴奋的公司之一，为东南亚的经济增长提供了广泛的机会。该公司不断发展并为其应用程序添加服务，同时赢得用户并接近盈利。</blockquote></p><p> The one problem we have with an investment in the company is that at current prices much of the growth is already priced in. Unless the company manages to exceed expectations we do not see how investors at this price could get a good return on investment.</p><p><blockquote>我们投资该公司的一个问题是，按照目前的价格，大部分增长已经被消化了。除非该公司设法超出预期，否则我们不认为投资者在这个价格下如何获得良好的投资回报。</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>Grab Is Growing Fast But The Valuation Is Too High<blockquote>Grab增长迅速但估值过高</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\">\nGrab Is Growing Fast But The Valuation Is Too High<blockquote>Grab增长迅速但估值过高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-08-05 11:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Grab is set to merge with SPAC Altimeter Growth Corp. by the end of the year. Investors wanting to invest in the company can do so by buying the SPAC shares now.</li>  <li>The company is valued at ~$45 billion, which we believe is way too generous.</li>  <li>It is still worth watching given the fact that it is the biggest super app in South East Asia and it offers a multitude of services.</li>  <li>Economic growth in South East Asia is expected to be robust, with annual growth estimated at 4.9% per year.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed14131a10fe9b0fe4ffdc2d166eedfc\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>bankkgraphy/iStock via Getty Images</span></p><p><blockquote><ul><li>Grab将于今年年底与SPAC Altimeter Growth Corp.合并。想要投资该公司的投资者现在可以通过购买SPAC股票来实现。</li><li>该公司的估值约为450亿美元，我们认为这太慷慨了。</li><li>鉴于它是东南亚最大的超级应用程序，并且提供多种服务，它仍然值得一看。</li><li>东南亚的经济增长预计将强劲，预计年增长率为4.9%。</li></ul><p class=\"t-img-caption\"><span>bankkgraphy/iStock来自Getty Images</span></p></blockquote></p><p> Grab is the number one super app in Southeast Asia, investors not familiar with it can think of it as merging Uber with a banking app. Its services include mobility, package deliveries, food deliveries, and financial services. The company is still private but it is set to combine with SPAC Altimeter Growth Corp (AGC) by the end of the year.</p><p><blockquote>Grab是东南亚排名第一的超级应用程序，不熟悉它的投资者可以认为它是Uber与银行应用程序的合并。其服务包括移动、包裹递送、食品递送和金融服务。该公司仍然是私营公司，但计划在今年年底前与SPAC Altimeter Growth Corp(AGC)合并。</blockquote></p><p> So what is a super app? Grab imagines customers can use the app for many of their daily needs, from ordering a ride to ordering food, or even booking a hotel.</p><p><blockquote>那么什么是超级app呢？Grab设想客户可以使用该应用程序满足许多日常需求，从叫车到订餐，甚至预订酒店。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/053fd9283dc37b6e74500543dc4cda48\" tg-width=\"640\" tg-height=\"298\" width=\"100%\" height=\"auto\"><span>Source: Grab Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Grab投资者介绍</span></p></blockquote></p><p> Such ubiquity and number of service offerings has resulted in enormous growth for the app, reaching a Gross Merchandise Value (GMV) on its platform of $12.5 billion in 2020. Its net adjusted revenue reaching $1.6 billion, thanks to 1.9 billion transactions, making the app the number one in the region for deliveries, mobility, and financial services.</p><p><blockquote>这种无处不在和服务产品的数量导致了该应用程序的巨大增长，2020年其平台上的商品总值(GMV)达到125亿美元。得益于19亿笔交易，其调整后净收入达到16亿美元，使该应用成为该地区交付、移动和金融服务领域的第一名。</blockquote></p><p> This gives the platform significant scale, with year 2020 GMV of $5.5 billion for food deliveries, $3.2 billion for mobility, and $8.9 billion for financial services.</p><p><blockquote>这使得该平台拥有了巨大的规模，2020年食品配送GMV为55亿美元，移动出行GMV为32亿美元，金融服务GMV为89亿美元。</blockquote></p><p> Such ubiquity and number of service offerings has resulted in enormous growth for the app, reaching a Gross Merchandise Value (GMV) on its platform of $12.5 billion in 2020. Its net adjusted revenue reaching $1.6 billion, thanks to 1.9 billion transactions, making the app the number one in the region for deliveries, mobility, and financial services.</p><p><blockquote>这种无处不在和服务产品的数量导致了该应用程序的巨大增长，2020年其平台上的商品总值(GMV)达到125亿美元。得益于19亿笔交易，其调整后净收入达到16亿美元，使该应用成为该地区交付、移动和金融服务领域的第一名。</blockquote></p><p> This gives the platform significant scale, with year 2020 GMV of $5.5 billion for food deliveries, $3.2 billion for mobility, and $8.9 billion for financial services.</p><p><blockquote>这使得该平台拥有了巨大的规模，2020年食品配送GMV为55亿美元，移动出行GMV为32亿美元，金融服务GMV为89亿美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c22a14f058c5206c6f97c9ee6555c40\" tg-width=\"640\" tg-height=\"350\" width=\"100%\" height=\"auto\"><span>Source: Grab Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Grab投资者介绍</span></p></blockquote></p><p> <b>Cohort Analysis</b></p><p><blockquote><b>队列分析</b></blockquote></p><p> Looking at the different cohorts of users it is clear that the longer they have the app installed the more they transact on it. After three years users approximately double the transaction amount, and by year five they more than triple their transactions. This speaks to significant stickiness for the app, and it reflects high user satisfaction with it.</p><p><blockquote>看看不同的用户群体，很明显，他们安装应用程序的时间越长，他们在上面的交易就越多。三年后，用户的交易量大约翻了一番，到第五年，他们的交易量增加了两倍多。这说明了该应用程序的巨大粘性，也反映了用户对它的高度满意度。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b1048371138429abea215d9d0f75b78\" tg-width=\"640\" tg-height=\"350\" width=\"100%\" height=\"auto\"><span>Source: Grab Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Grab投资者介绍</span></p></blockquote></p><p> <b>International Expansion</b></p><p><blockquote><b>国际扩张</b></blockquote></p><p> One of the more exciting things about Grab is how many countries it operates in, and the number of services it offers in each. The slide below shows the services offered in each of the markets served by Grab.</p><p><blockquote>Grab更令人兴奋的事情之一是它在多少个国家开展业务，以及它在每个国家提供的服务数量。下面的幻灯片显示了Grab在每个市场提供的服务。</blockquote></p><p> While users come to the app initially for food deliveries and rides, we believe it will be the financial services that really bring profitable growth for the company. Things like loans, micro-credits, and insurance products should bring profitable growth for the company.</p><p><blockquote>虽然用户最初使用该应用程序是为了送餐和乘车，但我们相信真正为公司带来盈利增长的将是金融服务。像贷款、小额信贷和保险产品这样的东西应该会给公司带来盈利增长。</blockquote></p><p> According to the OECD,GDP for the region&nbsp;is expected to grow by 4.9% per year during the period 2020-2024, slightly down from the average rate of 5% in 2013-2017.</p><p><blockquote>根据经合组织的数据，该地区的国内生产总值预计在2020-2024年期间每年增长4.9%，略低于2013-2017年5%的平均增长率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b094b954a6ff2a9be4fc65c073208521\" tg-width=\"640\" tg-height=\"361\" width=\"100%\" height=\"auto\"><span>Source: Grab Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Grab投资者介绍</span></p></blockquote></p><p> <b>Financials</b></p><p><blockquote><b>财务</b></blockquote></p><p> Turning our attention to the financials we see that the company isn't projecting to become EBITDA profitable until 2023, when it is projected to reach $0.5 billion. This gives the company an EV/EBITDA 2023 multiple of ~60x, which we find excessive given the uncertainty of the financial projections and the level of risk. We understand some investors are confident the company will achieve operating leverage and that it will continue growing for many years, but even then we believe the valuation to be too demanding given the level of uncertainty for future results.</p><p><blockquote>将注意力转向财务状况，我们发现该公司预计要到2023年才能实现EBITDA盈利，届时预计将达到5亿美元。这使得该公司2023年的EV/EBITDA倍数约为60倍，考虑到财务预测和风险水平的不确定性，我们认为这一倍数过高。我们知道一些投资者对该公司将实现运营杠杆并将继续增长多年充满信心，但即便如此，考虑到未来业绩的不确定性，我们认为估值过于苛刻。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05b52eab933ed612ab245e32a04c21a8\" tg-width=\"640\" tg-height=\"350\" width=\"100%\" height=\"auto\"><span>Source: Grab Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Grab投资者介绍</span></p></blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> The main risk we see with an investment in Grab is over paying for the shares. While the company's app is ubiquitous in South East Asia the current valuation already prices significant growth and profitability improvements. In other words, it is priced for perfection.</p><p><blockquote>我们认为投资Grab的主要风险是支付过高的股票费用。虽然该公司的应用程序在东南亚无处不在，但目前的估值已经体现了显着的增长和盈利能力的提高。换句话说，它的定价是为了完美。</blockquote></p><p> There is also the matter of competition, where several well funded companies are going to fight for market share and erode profitability. These include Uber in some markets, but mainly&nbsp;Indonesia's GoTo,the company created through the merger of ride-sharing firm Gojek and e-commerce company Tokopedia.</p><p><blockquote>还有竞争问题，几家资金雄厚的公司将争夺市场份额并削弱盈利能力。其中包括一些市场的优步，但主要是印度尼西亚的GoTo，该公司由拼车公司Gojek和电子商务公司Tokopedia合并而成。</blockquote></p><p> We find the company exciting and will continue to follow its progress, but at this time we are not buyers of the shares.</p><p><blockquote>我们发现该公司令人兴奋，并将继续关注其进展，但目前我们不是股票的买家。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Grab is one of the most exciting companies right now that offers broad exposure to the economic growth in South East Asia. The&nbsp;company keeps&nbsp;growing and adding services to its app, while gaining users and getting closer to profitability.</p><p><blockquote>Grab是目前最令人兴奋的公司之一，为东南亚的经济增长提供了广泛的机会。该公司不断发展并为其应用程序添加服务，同时赢得用户并接近盈利。</blockquote></p><p> The one problem we have with an investment in the company is that at current prices much of the growth is already priced in. Unless the company manages to exceed expectations we do not see how investors at this price could get a good return on investment.</p><p><blockquote>我们投资该公司的一个问题是，按照目前的价格，大部分增长已经被消化了。除非该公司设法超出预期，否则我们不认为投资者在这个价格下如何获得良好的投资回报。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4445020-grab-is-growing-fast-but-the-valuation-is-too-high\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4445020-grab-is-growing-fast-but-the-valuation-is-too-high","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132789984","content_text":"Summary\n\nGrab is set to merge with SPAC Altimeter Growth Corp. by the end of the year. Investors wanting to invest in the company can do so by buying the SPAC shares now.\nThe company is valued at ~$45 billion, which we believe is way too generous.\nIt is still worth watching given the fact that it is the biggest super app in South East Asia and it offers a multitude of services.\nEconomic growth in South East Asia is expected to be robust, with annual growth estimated at 4.9% per year.\n\nbankkgraphy/iStock via Getty Images\nGrab is the number one super app in Southeast Asia, investors not familiar with it can think of it as merging Uber with a banking app. Its services include mobility, package deliveries, food deliveries, and financial services. The company is still private but it is set to combine with SPAC Altimeter Growth Corp (AGC) by the end of the year.\nSo what is a super app? Grab imagines customers can use the app for many of their daily needs, from ordering a ride to ordering food, or even booking a hotel.\nSource: Grab Investor Presentation\nSuch ubiquity and number of service offerings has resulted in enormous growth for the app, reaching a Gross Merchandise Value (GMV) on its platform of $12.5 billion in 2020. Its net adjusted revenue reaching $1.6 billion, thanks to 1.9 billion transactions, making the app the number one in the region for deliveries, mobility, and financial services.\nThis gives the platform significant scale, with year 2020 GMV of $5.5 billion for food deliveries, $3.2 billion for mobility, and $8.9 billion for financial services.\nSuch ubiquity and number of service offerings has resulted in enormous growth for the app, reaching a Gross Merchandise Value (GMV) on its platform of $12.5 billion in 2020. Its net adjusted revenue reaching $1.6 billion, thanks to 1.9 billion transactions, making the app the number one in the region for deliveries, mobility, and financial services.\nThis gives the platform significant scale, with year 2020 GMV of $5.5 billion for food deliveries, $3.2 billion for mobility, and $8.9 billion for financial services.\nSource: Grab Investor Presentation\nCohort Analysis\nLooking at the different cohorts of users it is clear that the longer they have the app installed the more they transact on it. After three years users approximately double the transaction amount, and by year five they more than triple their transactions. This speaks to significant stickiness for the app, and it reflects high user satisfaction with it.\nSource: Grab Investor Presentation\nInternational Expansion\nOne of the more exciting things about Grab is how many countries it operates in, and the number of services it offers in each. The slide below shows the services offered in each of the markets served by Grab.\nWhile users come to the app initially for food deliveries and rides, we believe it will be the financial services that really bring profitable growth for the company. Things like loans, micro-credits, and insurance products should bring profitable growth for the company.\nAccording to the OECD,GDP for the region is expected to grow by 4.9% per year during the period 2020-2024, slightly down from the average rate of 5% in 2013-2017.\nSource: Grab Investor Presentation\nFinancials\nTurning our attention to the financials we see that the company isn't projecting to become EBITDA profitable until 2023, when it is projected to reach $0.5 billion. This gives the company an EV/EBITDA 2023 multiple of ~60x, which we find excessive given the uncertainty of the financial projections and the level of risk. We understand some investors are confident the company will achieve operating leverage and that it will continue growing for many years, but even then we believe the valuation to be too demanding given the level of uncertainty for future results.\nSource: Grab Investor Presentation\nRisks\nThe main risk we see with an investment in Grab is over paying for the shares. While the company's app is ubiquitous in South East Asia the current valuation already prices significant growth and profitability improvements. In other words, it is priced for perfection.\nThere is also the matter of competition, where several well funded companies are going to fight for market share and erode profitability. These include Uber in some markets, but mainly Indonesia's GoTo,the company created through the merger of ride-sharing firm Gojek and e-commerce company Tokopedia.\nWe find the company exciting and will continue to follow its progress, but at this time we are not buyers of the shares.\nConclusion\nGrab is one of the most exciting companies right now that offers broad exposure to the economic growth in South East Asia. The company keeps growing and adding services to its app, while gaining users and getting closer to profitability.\nThe one problem we have with an investment in the company is that at current prices much of the growth is already priced in. Unless the company manages to exceed expectations we do not see how investors at this price could get a good return on investment.","news_type":1,"symbols_score_info":{"AGC":0.9}},"isVote":1,"tweetType":1,"viewCount":825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890862871,"gmtCreate":1628092621093,"gmtModify":1633753646518,"author":{"id":"3578739448923997","authorId":"3578739448923997","name":"lexxselrahc","avatar":"https://static.tigerbbs.com/20a54ceed78bc452d36ac799295862ce","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578739448923997","authorIdStr":"3578739448923997"},"themes":[],"htmlText":"Won't see it bringing up the stock price by much.&nbsp;","listText":"Won't see it bringing up the stock price by much.&nbsp;","text":"Won't see it bringing up the stock price by much.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/890862871","repostId":"2155975433","repostType":2,"isVote":1,"tweetType":1,"viewCount":819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806272407,"gmtCreate":1627661830009,"gmtModify":1633757294698,"author":{"id":"3578739448923997","authorId":"3578739448923997","name":"lexxselrahc","avatar":"https://static.tigerbbs.com/20a54ceed78bc452d36ac799295862ce","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578739448923997","authorIdStr":"3578739448923997"},"themes":[],"htmlText":"How much is enough?&nbsp;","listText":"How much is enough?&nbsp;","text":"How much is enough?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/806272407","repostId":"1148228381","repostType":4,"isVote":1,"tweetType":1,"viewCount":797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":141694500,"gmtCreate":1625857062300,"gmtModify":1633936677001,"author":{"id":"3578739448923997","authorId":"3578739448923997","name":"lexxselrahc","avatar":"https://static.tigerbbs.com/20a54ceed78bc452d36ac799295862ce","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578739448923997","idStr":"3578739448923997"},"themes":[],"htmlText":"Some believe it'll turn. Not so soon, I guess.&nbsp;","listText":"Some believe it'll turn. Not so soon, I guess.&nbsp;","text":"Some believe it'll turn. Not so soon, I guess.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/141694500","repostId":"1123226654","repostType":4,"isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806272407,"gmtCreate":1627661830009,"gmtModify":1633757294698,"author":{"id":"3578739448923997","authorId":"3578739448923997","name":"lexxselrahc","avatar":"https://static.tigerbbs.com/20a54ceed78bc452d36ac799295862ce","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578739448923997","idStr":"3578739448923997"},"themes":[],"htmlText":"How much is enough?&nbsp;","listText":"How much is enough?&nbsp;","text":"How much is enough?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/806272407","repostId":"1148228381","repostType":4,"isVote":1,"tweetType":1,"viewCount":797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170776323,"gmtCreate":1626458243062,"gmtModify":1633926560241,"author":{"id":"3578739448923997","authorId":"3578739448923997","name":"lexxselrahc","avatar":"https://static.tigerbbs.com/20a54ceed78bc452d36ac799295862ce","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578739448923997","idStr":"3578739448923997"},"themes":[],"htmlText":"The fear would always be there. I reckon it's what drives the investors to push on.&nbsp;","listText":"The fear would always be there. I reckon it's what drives the investors to push on.&nbsp;","text":"The fear would always be there. I reckon it's what drives the investors to push on.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/170776323","repostId":"1149577900","repostType":4,"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898710374,"gmtCreate":1628521241898,"gmtModify":1633746465215,"author":{"id":"3578739448923997","authorId":"3578739448923997","name":"lexxselrahc","avatar":"https://static.tigerbbs.com/20a54ceed78bc452d36ac799295862ce","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578739448923997","idStr":"3578739448923997"},"themes":[],"htmlText":"Coz it's already 700?","listText":"Coz it's already 700?","text":"Coz it's already 700?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898710374","repostId":"1132727199","repostType":2,"repost":{"id":"1132727199","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628517118,"share":"https://www.laohu8.com/m/news/1132727199?lang=zh_CN&edition=full","pubTime":"2021-08-09 21:51","market":"us","language":"en","title":"Tesla stock was up 2% in early trading following an upgrade to ‘buy’ from Jefferies with a target of $850 from the previous $700.<blockquote>杰富瑞(Jefferies)将目标价从之前的700美元上调至850美元，特斯拉股价早盘上涨2%。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1132727199","media":"Tiger Newspress","summary":"Tesla&nbsp;stock was up 2% in early&nbsp;trading following an upgrade to ‘buy’ from Jefferies with a target of $850 from the previous $700.\n\n\n\n\n\nThe stock was earlier rated ‘neutral’ at the brokerage. The new target price is 21.6% higher from the stock’s Friday close of $699.10.","content":"<p>Tesla&nbsp;stock was up 2% in early&nbsp;trading following an upgrade to ‘buy’ from Jefferies with a target of $850 from the previous $700.</p><p><blockquote>杰富瑞(Jefferies)将目标价从之前的700美元上调至850美元，特斯拉股价早盘上涨2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bf0e45da8943229703cc302cf4771aef\" tg-width=\"1273\" tg-height=\"631\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The stock was earlier rated ‘neutral’ at the brokerage. The new target price is 21.6% higher from the stock’s Friday close of $699.10.</p><p><blockquote>该券商早些时候将该股评级为“中性”。新目标价较该股周五收盘价699.10美元上涨21.6%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla stock was up 2% in early trading following an upgrade to ‘buy’ from Jefferies with a target of $850 from the previous $700.<blockquote>杰富瑞(Jefferies)将目标价从之前的700美元上调至850美元，特斯拉股价早盘上涨2%。</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 was up 2% in early trading following an upgrade to ‘buy’ from Jefferies with a target of $850 from the previous $700.<blockquote>杰富瑞(Jefferies)将目标价从之前的700美元上调至850美元，特斯拉股价早盘上涨2%。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-09 21:51</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla&nbsp;stock was up 2% in early&nbsp;trading following an upgrade to ‘buy’ from Jefferies with a target of $850 from the previous $700.</p><p><blockquote>杰富瑞(Jefferies)将目标价从之前的700美元上调至850美元，特斯拉股价早盘上涨2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bf0e45da8943229703cc302cf4771aef\" tg-width=\"1273\" tg-height=\"631\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The stock was earlier rated ‘neutral’ at the brokerage. The new target price is 21.6% higher from the stock’s Friday close of $699.10.</p><p><blockquote>该券商早些时候将该股评级为“中性”。新目标价较该股周五收盘价699.10美元上涨21.6%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132727199","content_text":"Tesla stock was up 2% in early trading following an upgrade to ‘buy’ from Jefferies with a target of $850 from the previous $700.\n\nThe stock was earlier rated ‘neutral’ at the brokerage. The new target price is 21.6% higher from the stock’s Friday close of $699.10.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167803863,"gmtCreate":1624255795452,"gmtModify":1634008792998,"author":{"id":"3578739448923997","authorId":"3578739448923997","name":"lexxselrahc","avatar":"https://static.tigerbbs.com/20a54ceed78bc452d36ac799295862ce","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578739448923997","idStr":"3578739448923997"},"themes":[],"htmlText":"What's it mean to you?&nbsp;","listText":"What's it mean to you?&nbsp;","text":"What's it mean to you?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167803863","repostId":"1154249454","repostType":4,"isVote":1,"tweetType":1,"viewCount":527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189659218,"gmtCreate":1623258408434,"gmtModify":1634035225986,"author":{"id":"3578739448923997","authorId":"3578739448923997","name":"lexxselrahc","avatar":"https://static.tigerbbs.com/20a54ceed78bc452d36ac799295862ce","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578739448923997","idStr":"3578739448923997"},"themes":[],"htmlText":"Would this be a precursor to a market correction?&nbsp;","listText":"Would this be a precursor to a market correction?&nbsp;","text":"Would this be a precursor to a market correction?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/189659218","repostId":"1141925795","repostType":4,"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834488805,"gmtCreate":1629818921307,"gmtModify":1633682203493,"author":{"id":"3578739448923997","authorId":"3578739448923997","name":"lexxselrahc","avatar":"https://static.tigerbbs.com/20a54ceed78bc452d36ac799295862ce","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578739448923997","idStr":"3578739448923997"},"themes":[],"htmlText":"Verizon. That's the one.&nbsp;","listText":"Verizon. That's the one.&nbsp;","text":"Verizon. That's the one.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/834488805","repostId":"2161894088","repostType":4,"isVote":1,"tweetType":1,"viewCount":1437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891782250,"gmtCreate":1628430017770,"gmtModify":1633747184456,"author":{"id":"3578739448923997","authorId":"3578739448923997","name":"lexxselrahc","avatar":"https://static.tigerbbs.com/20a54ceed78bc452d36ac799295862ce","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578739448923997","idStr":"3578739448923997"},"themes":[],"htmlText":"Really? 1.2k?","listText":"Really? 1.2k?","text":"Really? 1.2k?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891782250","repostId":"1159872041","repostType":4,"repost":{"id":"1159872041","kind":"news","pubTimestamp":1628385224,"share":"https://www.laohu8.com/m/news/1159872041?lang=zh_CN&edition=full","pubTime":"2021-08-08 09:13","market":"us","language":"en","title":"Tesla Stock: Headed to $1,200?<blockquote>特斯拉股票：将升至1,200美元？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159872041","media":"Motley Fool","summary":"Tesla deliveries more than doubled year over year in Q2.Rising demand for electric vehicles could benefit Tesla.Investors should exercise caution when it comes to analysts' price targets.It's been a wild year for Teslastock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the S&P 500's 18% gain this year.In February,Piper Sandler analys","content":"<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>Tesla deliveries more than doubled year over year in Q2.</li>  <li>Rising demand for electric vehicles could benefit Tesla.</li>  <li>Investors should exercise caution when it comes to analysts' price targets.</li> </ul> It's been a wild year for&nbsp;<b>Tesla</b>(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the&nbsp;<b>S&amp;P 500</b>'s 18% gain this year.</p><p><blockquote><ul><li>特斯拉第二季度的交付量同比增长了一倍多。</li><li>电动汽车需求的增长可能有利于特斯拉。</li><li>投资者在考虑分析师的目标价时应保持谨慎。</li></ul>这是疯狂的一年<b>特斯拉</b>（纳斯达克：TSLA）股票。今年年初，股价最初飙升超过20%。但该股现在已经回吐了所有涨幅，今年迄今的回报率为负1%。这意味着该股的表现明显落后于<b>标普500</b>今年增长了18%。</blockquote></p><p> But one analyst thinks the stock could take off.</p><p><blockquote>但一位分析师认为该股可能会起飞。</blockquote></p><p> <b>\"We still really like this stock.\"</b></p><p><blockquote><b>“我们仍然非常喜欢这只股票。”</b></blockquote></p><p> In February,<b>Piper Sandler</b>&nbsp;analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.</p><p><blockquote>2月份，<b>派珀·桑德勒</b>分析师Alexander Potter做出了大胆的看涨期权，将这只成长型股票的12个月目标价从515美元上调至1,200美元。他表示，特斯拉的交付量可能会从2020年的50万辆增加到今年的近90万辆。当然，这一预测是在全球供应短缺恶化之前做出的。尽管如此，特斯拉的增长速度极快。该公司第二季度的交付量比去年同期增长了一倍多，达到201,304辆。</blockquote></p><p> Following Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.</p><p><blockquote>继特斯拉上月底发布第二季度财报后，该分析师重申了这一目标，并指出该公司似乎有望受益于市场份额的增长、该公司自动驾驶软件的货币化以及特斯拉能源业务中“未被充分重视的机会”，其中包括电池储能和太阳能发电产品的收入。</blockquote></p><p> Further, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.</p><p><blockquote>此外，波特指出，特斯拉第二季度营业利润率强劲，为11%，他预计特斯拉最近推出的Autopilot订阅将带来增量改善。</blockquote></p><p> On Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.</p><p><blockquote>8月3日，波特再次重申了跑赢大盘对该股的评级和1200美元的目标价，称“我们仍然非常喜欢这只股票”。他指出，总体而言，对纯电动汽车的需求不断增长。</blockquote></p><p> <b>So what gives?</b></p><p><blockquote><b>那么是什么给了？</b></blockquote></p><p> If shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.</p><p><blockquote>如果股价真的能涨到1200美元，为什么这么多投资者似乎认为该股的价值如此之低（基于撰写本文时该股的价格略低于700美元）。毕竟，如果投资者普遍认为特斯拉股票在未来12个月内可能达到1,200美元，那么今天的股价将大幅走高。</blockquote></p><p> The issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.</p><p><blockquote>问题归结为股票的前瞻性估值。截至撰写本文时，特斯拉股价的市盈率约为370，很大程度上预计未来几年将强劲增长。由于该公司的估值很大程度上基于未来的利润，因此对特斯拉未来增长轨迹的看法略有差异，就会对该股目前的内在价值产生截然不同的假设。</blockquote></p><p> Investors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.</p><p><blockquote>因此，投资者不应仅仅因为一位分析师的股价目标较高就急于购买特斯拉股票。尽管如此，波特确实对特斯拉强劲的商业势头有一些优点。就连特斯拉本身也重申了今年汽车交付量增长50%以上的指导意见，而这一指导意见是在全球许多公司（包括特斯拉）都受到供应链短缺的负面影响之际提供的。此外，特斯拉管理层在第二季度更新中指出，进入第三季度，对其车辆的需求创历史新高。</blockquote></p><p> While a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.</p><p><blockquote>虽然特斯拉股票1,200美元的目标价很难证明合理，但该股的交易价格可能足够低，投资者可以在该股建立少量头寸。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock: Headed to $1,200?<blockquote>特斯拉股票：将升至1,200美元？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock: Headed to $1,200?<blockquote>特斯拉股票：将升至1,200美元？</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\">2021-08-08 09:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>Tesla deliveries more than doubled year over year in Q2.</li>  <li>Rising demand for electric vehicles could benefit Tesla.</li>  <li>Investors should exercise caution when it comes to analysts' price targets.</li> </ul> It's been a wild year for&nbsp;<b>Tesla</b>(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the&nbsp;<b>S&amp;P 500</b>'s 18% gain this year.</p><p><blockquote><ul><li>特斯拉第二季度的交付量同比增长了一倍多。</li><li>电动汽车需求的增长可能有利于特斯拉。</li><li>投资者在考虑分析师的目标价时应保持谨慎。</li></ul>这是疯狂的一年<b>特斯拉</b>（纳斯达克：TSLA）股票。今年年初，股价最初飙升超过20%。但该股现在已经回吐了所有涨幅，今年迄今的回报率为负1%。这意味着该股的表现明显落后于<b>标普500</b>今年增长了18%。</blockquote></p><p> But one analyst thinks the stock could take off.</p><p><blockquote>但一位分析师认为该股可能会起飞。</blockquote></p><p> <b>\"We still really like this stock.\"</b></p><p><blockquote><b>“我们仍然非常喜欢这只股票。”</b></blockquote></p><p> In February,<b>Piper Sandler</b>&nbsp;analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.</p><p><blockquote>2月份，<b>派珀·桑德勒</b>分析师Alexander Potter做出了大胆的看涨期权，将这只成长型股票的12个月目标价从515美元上调至1,200美元。他表示，特斯拉的交付量可能会从2020年的50万辆增加到今年的近90万辆。当然，这一预测是在全球供应短缺恶化之前做出的。尽管如此，特斯拉的增长速度极快。该公司第二季度的交付量比去年同期增长了一倍多，达到201,304辆。</blockquote></p><p> Following Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.</p><p><blockquote>继特斯拉上月底发布第二季度财报后，该分析师重申了这一目标，并指出该公司似乎有望受益于市场份额的增长、该公司自动驾驶软件的货币化以及特斯拉能源业务中“未被充分重视的机会”，其中包括电池储能和太阳能发电产品的收入。</blockquote></p><p> Further, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.</p><p><blockquote>此外，波特指出，特斯拉第二季度营业利润率强劲，为11%，他预计特斯拉最近推出的Autopilot订阅将带来增量改善。</blockquote></p><p> On Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.</p><p><blockquote>8月3日，波特再次重申了跑赢大盘对该股的评级和1200美元的目标价，称“我们仍然非常喜欢这只股票”。他指出，总体而言，对纯电动汽车的需求不断增长。</blockquote></p><p> <b>So what gives?</b></p><p><blockquote><b>那么是什么给了？</b></blockquote></p><p> If shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.</p><p><blockquote>如果股价真的能涨到1200美元，为什么这么多投资者似乎认为该股的价值如此之低（基于撰写本文时该股的价格略低于700美元）。毕竟，如果投资者普遍认为特斯拉股票在未来12个月内可能达到1,200美元，那么今天的股价将大幅走高。</blockquote></p><p> The issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.</p><p><blockquote>问题归结为股票的前瞻性估值。截至撰写本文时，特斯拉股价的市盈率约为370，很大程度上预计未来几年将强劲增长。由于该公司的估值很大程度上基于未来的利润，因此对特斯拉未来增长轨迹的看法略有差异，就会对该股目前的内在价值产生截然不同的假设。</blockquote></p><p> Investors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.</p><p><blockquote>因此，投资者不应仅仅因为一位分析师的股价目标较高就急于购买特斯拉股票。尽管如此，波特确实对特斯拉强劲的商业势头有一些优点。就连特斯拉本身也重申了今年汽车交付量增长50%以上的指导意见，而这一指导意见是在全球许多公司（包括特斯拉）都受到供应链短缺的负面影响之际提供的。此外，特斯拉管理层在第二季度更新中指出，进入第三季度，对其车辆的需求创历史新高。</blockquote></p><p> While a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.</p><p><blockquote>虽然特斯拉股票1,200美元的目标价很难证明合理，但该股的交易价格可能足够低，投资者可以在该股建立少量头寸。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/08/07/tesla-stock-headed-to-1200/\">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":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2021/08/07/tesla-stock-headed-to-1200/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159872041","content_text":"Key Points\n\nTesla deliveries more than doubled year over year in Q2.\nRising demand for electric vehicles could benefit Tesla.\nInvestors should exercise caution when it comes to analysts' price targets.\n\nIt's been a wild year for Tesla(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the S&P 500's 18% gain this year.\nBut one analyst thinks the stock could take off.\n\"We still really like this stock.\"\nIn February,Piper Sandler analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.\nFollowing Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.\nFurther, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.\nOn Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.\nSo what gives?\nIf shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.\nThe issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.\nInvestors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.\nWhile a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167809385,"gmtCreate":1624255745147,"gmtModify":1634008793488,"author":{"id":"3578739448923997","authorId":"3578739448923997","name":"lexxselrahc","avatar":"https://static.tigerbbs.com/20a54ceed78bc452d36ac799295862ce","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578739448923997","idStr":"3578739448923997"},"themes":[],"htmlText":"Worth watching this. Observe, Think, React.&nbsp;","listText":"Worth watching this. Observe, Think, React.&nbsp;","text":"Worth watching this. Observe, Think, React.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167809385","repostId":"1175906479","repostType":4,"repost":{"id":"1175906479","kind":"news","pubTimestamp":1624242000,"share":"https://www.laohu8.com/m/news/1175906479?lang=zh_CN&edition=full","pubTime":"2021-06-21 10:20","market":"us","language":"en","title":"Apple: Winter Is Coming<blockquote>苹果：冬天来了</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175906479","media":"seekingalpha","summary":"Apple's stock has rallied 449% in the last five years, outperforming the 102% rise in the S&P 500 over the same period.I initiate Apple with a Neutral rating and a fair value of $111.42/share .In the enterprise market, customers across many industries are accelerating their adoption of iPhone 12 and 5G as a key platform for the future of their business. Delta Airlines, for example, is putting iPhone 12 and 5G connectivity into the hands of flight attendants so they can provide the best passenger","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Apple's stock has rallied 449% in the last five years, outperforming the 102% rise in the S&amp;P 500 over the same period.</li>  <li>I initiate Apple with a Neutral rating and a fair value of $111.42/share (vs. the current price of $131.7/share).</li>  <li>From the technical analysis point of view, the stock price is following its ascending triangle pattern and it is heading to the price target of $137/share.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4dc5052119e6bbc5b693cf7385d8738\" tg-width=\"768\" tg-height=\"512\" referrerpolicy=\"no-referrer\"><span>Michael M. Santiago/Getty Images NewsCompany Overview</span></p><p><blockquote><ul><li>苹果股价在过去五年中上涨了449%，跑赢了标普500同期102%的涨幅。</li><li>我给予苹果中性评级，公允价值为111.42美元/股（当前价格为131.7美元/股）。</li><li>从技术分析角度来看，股价正遵循上升三角形形态，正向137美元/股的目标价迈进。</li></ul><p class=\"t-img-caption\"><span>Michael M.Santiago/Getty Images新闻公司概述</span></p></blockquote></p><p> Apple Inc (AAPL) stock has rallied 449% in the last five years, outperforming the 102% rise in the S&amp;P 500 over the same period. An outstanding return supported by underlying fundamentals. In particular, I would like to start the analysis with the latter.</p><p><blockquote>苹果公司(AAPL)股价在过去五年中上涨了449%，跑赢了标普500同期102%的涨幅。由基本面支持的出色回报。我特别想从后者开始分析。</blockquote></p><p> Over the last two decades, the dominant driver of Apple's success has been the iPhone. In 2016, iPhones accounted for 63% of total sales. This was a problem for Apple, and they knew it. The problem existed due to two main factors: first, the smartphone business was mature (with low growth rates); second, it was (and it is) a highly competitive business. However, Apple had something other competitors didn't have, a big iPhone owner base (which allows to sell more services for instance). Through the years Apple has been able to effectively diversify its revenue stream and it currently presents the structure represented below.</p><p><blockquote>在过去的二十年里，苹果成功的主要驱动力一直是iPhone。2016年，iPhone占总销量的63%。这对苹果来说是个问题，他们知道这一点。这个问题的存在主要有两个因素：第一，智能手机业务已经成熟（增长率较低）；其次，它过去是（现在也是）一个竞争激烈的行业。然而，苹果拥有其他竞争对手所没有的东西，即庞大的iPhone用户群（例如，这允许销售更多服务）。多年来，苹果一直能够有效地实现其收入来源多元化，目前的结构如下所示。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4602be0c6fa92191baf04a7496c4e024\" tg-width=\"640\" tg-height=\"363\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者使用最新10-K报告数据进行的估计</span></p></blockquote></p><p> Let's now take a look at each of these segments:</p><p><blockquote>现在让我们来看看这些部分：</blockquote></p><p> <b>1. iPhone</b></p><p><blockquote><b>1.iPhone</b></blockquote></p><p> From 2016 to 2020, the iPhone segment grew at a CAGR of 0.20% and it changed from representing 63.4% (2016) of total sales to 51% (\"TTM\"). I present below the growth rate for the iPhone segment over the last 5 years (2016-TTM).</p><p><blockquote>自2016年至2020年，iPhone分部的复合年增长率为0.20%，并由佔总销售额的63.4%（2016年）变为51%（“TTM”）。我在下面展示了iPhone细分市场在过去5年（2016-TTM）的增长率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/916b48499e3e3ed2c0c167af3ba62bdb\" tg-width=\"607\" tg-height=\"363\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest10-K report</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者使用最新10-K报告的数据进行的估计</span></p></blockquote></p><p> So far this year the iPhone segment is showing a growth rate of 18.5% TTM, fueled by the new family of iPhone12 with 5G capabilities, and with interesting data coming from China. I believe that the transition to 5G will be the main driver of the growth in this segment. In this manner, I would like to report a piece of the transcript from theQ2 earnings call.</p><p><blockquote>今年到目前为止，在具有5G功能的新iPhone12系列以及来自中国的有趣数据的推动下，iPhone细分市场的TTM增长率为18.5%。我相信向5G的过渡将是该细分市场增长的主要驱动力。我想以这种方式报告第二季度收益看涨期权的一段文字记录。</blockquote></p><p>   <i>In the enterprise market, customers across many industries are accelerating their adoption of iPhone 12 and 5G as a key platform for the future of their business. Delta Airlines, for example, is putting iPhone 12 and 5G connectivity into the hands of flight attendants so they can provide the best passenger service possible as air travel rebounds.Openreach in the U.K. has started equipping tens of thousands of field engineers with iPhone 12 to speed up their deployment of broadband services to homes around the country. And UCHealth, a large health care provider in Colorado, was able to reduce per patient vaccination time from 3 minutes to only 30 seconds largely by moving from PC stations to iPhones. This has allowed their staff to rapidly scan and register new patients and vastly increase their daily vaccination capacity.</i>  <b>2. iPad</b></p><p><blockquote><i>在企业市场，许多行业的客户都在加速采用iPhone 12和5G，将其作为未来业务的关键平台。例如，达美航空正在将iPhone 12和5G连接交给空乘人员，以便他们能够在航空旅行反弹时提供尽可能最好的乘客服务。英国的Openreach已开始为数万名现场工程师配备iPhone 12加快向全国家庭部署宽带服务。科罗拉多州的一家大型医疗保健提供商UCHealth能够将每位患者的疫苗接种时间从3分钟减少到30秒，这主要是通过从PC工作站转移到iPhone。这使得他们的工作人员能够快速扫描和登记新患者，并大大提高他们的日常疫苗接种能力。</i><b>2.iPad</b></blockquote></p><p> As it was in the past, the iPad segment is more or less a constant number as a % of total sales, 9.6% in 2016 vs 9.1% TTM. From 2016 to 2020, the iPad segment grew at a CAGR of 3.56% (with an improving overall trend). I present below the growth rate for the iPad segment over the last 5 years (2016-TTM).</p><p><blockquote>与过去一样，iPad细分市场占总销售额的百分比或多或少是一个恒定的数字，2016年为9.6%，而TTM为9.1%。从2016年到2020年，iPad细分市场的CAGR增长率为3.56%（整体趋势有所改善）。我在下面展示了iPad细分市场在过去5年（2016-TTM）的增长率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6faf9ddb8d29d662fcaa46bbda862f48\" tg-width=\"616\" tg-height=\"360\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者使用最新10-K报告数据进行的估计</span></p></blockquote></p><p> The TTM numbers show us an interesting picture with a growth rate of 24.9% TTM for the iPad segment which are driven by 3 factors: the M1 chip, the new 5G capabilities, and the fact that we were all at home. I see a lot of ways in which this new generation of iPads can be implemented. However, I also have to admit that there is a big player swimming in the same sea, the new 2-1 Laptops. The new 2-1 Laptops are a very interesting solution for those looking to have the best of the two worlds. In this last view, the iPad segment may represent a lower % of total sales, around 7.8% (vs current 9.1%).</p><p><blockquote>TTM数据向我们展示了一幅有趣的画面，iPad细分市场的TTM增长率为24.9%，这是由三个因素推动的：M1芯片、新的5G功能以及我们都在家的事实。我看到了很多实现新一代iPads的方法。不过，我也不得不承认，还有一个大玩家在同一个海里游泳，那就是新的2-1笔记本电脑。对于那些希望两全其美的人来说，新的2-1笔记本电脑是一个非常有趣的解决方案。在最后一种观点中，iPad细分市场占总销售额的比例可能较低，约为7.8%（目前为9.1%）。</blockquote></p><p> <b>3. Mac</b></p><p><blockquote><b>3.三月</b></blockquote></p><p></p><p> From 2016 to 2020, the Mac segment grew at a CAGR of 5.81%, and also here, as it is for the iPad segment, the Mac segment represents a more or less constant number as % of total sales 10.6% in 2016 vs 10.4% TTM. I present below the growth rate for the Mac segment over the last 5 years (2016-TTM).</p><p><blockquote>从2016年到2020年，Mac细分市场的CAGR增长率为5.81%，与iPad细分市场一样，Mac细分市场在2016年占总销售额的比例为10.6%，而TTM为10.4%。我在下面介绍了过去5年（2016-TTM）Mac细分市场的增长率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2494d89c1d5cd70a4cf0c5fb31fb20a\" tg-width=\"614\" tg-height=\"363\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者使用最新10-K报告数据进行的估计</span></p></blockquote></p><p> The generation of new Macs powered by the M1 chip seems to be appreciated by the customers, in fact, the Mac segment presents a growth rate of 18.4% TTM so far this year. I personally tried this new generation of Macs and I have to admit, Apple knows very well how to delight its customers. Personal PCs are a highly competitive market and, even if I like and I use Apple products, I prefer to work with a Lenovo.</p><p><blockquote>采用M1芯片的新一代Mac似乎受到了客户的赞赏，事实上，今年迄今为止，Mac细分市场的TTM增长率为18.4%。我亲自尝试了这款新一代MAC电脑，我不得不承认，苹果非常知道如何取悦顾客。个人电脑是一个竞争激烈的市场，即使我喜欢并使用苹果产品，我也更喜欢与联想合作。</blockquote></p><p> <b>4. Wearables, Home, and Accessories (WH&amp;A)</b></p><p><blockquote><b>4.可穿戴设备、家居和配件（WH&amp;A）</b></blockquote></p><p> The Wearables, Home, and Accessories segment includes sales of AirPods, Apple TV, Apple Watch, Beats products, HomePod, etc. This is where it gets interesting. From 2016 to 2020, the WH&amp;A segment grew at a CAGR of 28.78%, and it changed from representing only 5.2% of total sales in 2016 to represent 10.8% TTM. I present below the growth rate for the WH&amp;A segment over the last 5 years (2016-TTM).</p><p><blockquote>可穿戴设备、家居和配件部门包括AirPods、苹果电视、苹果手表、Beats产品、HomePod等的销售。这就是有趣的地方。从2016年到2020年，WH&amp;A分部的复合年增长率为28.78%，从2016年仅占总销售额的5.2%变为占TTM的10.8%。我在下面列出了过去5年（2016-TTM）WH&amp;A细分市场的增长率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e16432a1ae66aa9dda7a4f969a9cfcdf\" tg-width=\"607\" tg-height=\"357\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者使用最新10-K报告数据进行的估计</span></p></blockquote></p><p> The WH&amp;A segment is showing a growth rate of 14.7% TTM driven by a strong performance from both Apple Watch Series 6 and Apple Watch SE. Apple Watch may have a very bright future in the years ahead, driven by Apple entering into the healthcare market. In fact, it can be used to monitor the health status of the person. Imagine you being close to having a heart attack, your Apple Watch may call an ambulance and save your life, not bad no? Finally, let's don't forget also the launch of Apple TV 4K and of the newest accessory, AirTag (I don't see a market for the latter, but I may be wrong).</p><p><blockquote>在苹果手表系列6和苹果手表SE的强劲表现的推动下，WH&amp;A细分市场的TTM增长率为14.7%。在苹果进入医疗保健市场的推动下，苹果观察在未来几年可能会有一个非常光明的未来。事实上，它可以用来监测人的健康状况。想象一下，你即将心脏病发作，你的苹果手表可能会看涨期权一辆救护车并挽救你的生命，不错不是吗？最后，我们不要忘记苹果电视4K和最新配件AirTag的推出（我没有看到后者的市场，但我可能是错的）。</blockquote></p><p> <b>5. Services</b></p><p><blockquote><b>5.服务</b></blockquote></p><p> Services include sales from the Company’s advertising, AppleCare, digital content, and other services. From 2016 to 2020, the Services segment grew at a CAGR of 21.9% and it changed from representing 11.3% of total sales in 2016 to represent 18.6% TTM. I present below the growth rate for the Services segment over the last 5 years (2016-TTM).</p><p><blockquote>服务包括公司广告、AppleCare、数字内容和其他服务的销售。于二零一六年至二零二零年，服务分部的复合年增长率为21.9%，并由二零一六年佔总销售额的11.3%变为佔TTM的18.6%。我在下面列出了过去5年（2016-TTM）服务部门的增长率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af34eb1ba8fffd690a75318f8cf805f7\" tg-width=\"610\" tg-height=\"363\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者使用最新10-K报告数据进行的估计</span></p></blockquote></p><p> To date, the Services segment is showing a growth rate of 12.3% TTM. The growth is driven by App Store, Cloud Services, Music, Advertising, and Payment Services. The new services, Apple TV+, Apple Arcade, Apple News+, and Apple Card, are also starting to contribute to overall services growth, and continue to add users, content, and features. I believe that in the future, the Services segment will be the company's dominant segment. Below I present an interesting part I extrapolated from theQ4 earnings call.</p><p><blockquote>迄今为止，服务部门的TTM增长率为12.3%。这一增长是由应用商店、云服务、音乐、广告和支付服务推动的。苹果TV+、苹果街机、苹果新闻+和苹果卡等新服务也开始为整体服务增长做出贡献，并继续增加用户、内容和功能。我相信，未来，服务板块将是公司的主导板块。下面我展示了我从第四季度收益看涨期权中推断出来的有趣部分。</blockquote></p><p>   <i>First, our installed base continues to grow and is at an all-time high across each major product category. Second, the number of both transacting and paid accounts on our digital content stores reached a new all-time high during the September quarter, with paid accounts increasing double digits in each of our geographic segments.Third, paid subscriptions grew more than 35 million sequentially, and we now have over 585 million paid subscriptions across the services on our platform, up 135 million from just a year ago. With this momentum, we are very confident to reach and exceed our increased target of 600 million paid subscriptions before the end of calendar 2020.</i>  <b>Company Analysis</b></p><p><blockquote><i>首先，我们的安装基础持续增长，并且在每个主要产品类别中都处于历史最高水平。其次，我们数字内容商店上的交易账户和付费账户数量在9月份季度均创下历史新高，每个地理区域的付费账户均以两位数增长。第三，付费订阅量环比增长超过3500万，目前我们平台上的服务付费订阅量超过5.85亿，比一年前增加了1.35亿。凭借这一势头，我们非常有信心在2020年底前达到并超过6亿付费订阅的增加目标。</i><b>公司分析</b></blockquote></p><p> I initiate Apple with a Neutral rating and a fair value of $111.42/share (vs. the current price of $131.7/share). The fair value is an algorithm-adjusted value that accounts for different factors, fundamental and technical (e.g. DCF fair value, Momentum, etc.), and so it takes into consideration the Mr. Market mood. At the same time, the fair value which I obtained through the DCF model is equal to $105.68/share. Now before showing the results, the numbers used as the base are the trailing twelve-month numbers. Moreover, I also restated the financials since I capitalized on R&amp;D expenses with an amortizable life of 3 years. I don't believe that in the case of Apple, R&amp;D is an operating expense and for this reason, I treat it as CapEx. By taking into account the R&amp;D, the following metrics have been restated (all numbers in $mm).</p><p><blockquote>我给予苹果中性评级，公允价值为111.42美元/股（当前价格为131.7美元/股）。公允价值是算法调整后的价值，考虑了不同的因素，基本面和技术面（如DCF公允价值、动量等）。），因此它考虑了市场先生的情绪。同时，我通过DCF模型获得的公允价值等于105.68美元/股。现在，在显示结果之前，用作基数的数字是过去12个月的数字。此外，我还重述了财务数据，因为我将可摊销期限为3年的研发费用资本化。我不认为就苹果而言，研发是一项运营费用，因此，我将其视为资本支出。考虑到研发，以下指标已被重述（所有数字均以百万美元为单位）。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7a2222a8e8b9088e619b0b971193a1f\" tg-width=\"569\" tg-height=\"262\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者使用最新10-K报告数据进行的估计</span></p></blockquote></p><p> It is very important to capitalize on R&amp;D expense, if we don't, we are just keeping the company's biggest asset off-balance sheet.</p><p><blockquote>利用研发费用非常重要，如果我们不这样做，我们只是将公司最大的资产保留在资产负债表之外。</blockquote></p><p> <b>Discounted Cash Flow Model</b></p><p><blockquote><b>折现现金流量模型</b></blockquote></p><p> Now, let's turn to the discounted cash flow valuation part. Below, you can see the results with the relative assumptions I have made.</p><p><blockquote>现在，让我们转向贴现现金流估值部分。下面，你可以看到我所做的相对假设的结果。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2da633d931f51b493d897d9c87ecee5\" tg-width=\"640\" tg-height=\"262\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者使用最新10-K报告数据进行的估计</span></p></blockquote></p><p> Now, this time I also present along with my estimates three possible scenarios:</p><p><blockquote>现在，这次我还提出了三种可能的情况以及我的估计：</blockquote></p><p> <ul>  <li><i>Base Case Scenario</i>: The above DCF model represents my base case scenario. In the base case scenario, I assume the drivers of growth to be: the iPhone segment (driven by 5G transition), the Services segment (driven by a broader customer base), and the new powered M1 Macs segment. Under this scenario, I assume a Y1 growth rate of 12%, a CAGR Y2-Y5 of 7.1%, and a target operating margin in Y10 of 27%. The DCF fair value under this scenario is $105.68/share.</li>  <li><i>Best Case Scenario</i>: The business is booming! In the best-case scenario, I see again as the main drivers the one which I described for the base case scenario, however, in addition, I see a greater market penetration in China. Over the last 5 years, we can observe a falling pattern for sales in China, however, this year sales jumped 39.7% (with the iPhone segment rising substantially). Under this scenario, I assume a Y1 growth rate of 14%, a CAGR Y2-Y5 of 9.1%, and a target operating margin in Y10 of 30%. The DCF fair value under this scenario is $130.32/share.</li>  <li><i>Worst Case Scenario</i>: Well, this is a scenario that I would like to call like \"mature company scenario\". Under this scenario I see Apple growing a little above the growth rate of the economy and for this reason, I assume a Y1 growth rate of 10%, a CAGR Y2-Y5 of 3.1%, and a target operating margin in Y10 of 25%. The DCF fair value under this scenario is $81.03/share.</li> </ul> Finally, for each scenario, I see Apple entering into the health care market with its Apple Watch. As you can imagine, I assign a different likelihood of market penetration in each of these scenarios.</p><p><blockquote><ul><li><i>基本情况</i>：上面的DCF模型代表了我的基本情况。在基本情况下，我假设增长的驱动力是：iPhone细分市场（由5G过渡驱动）、服务细分市场（由更广泛的客户群驱动）和新的M1 MAC细分市场。在这种情况下，我假设Y1增长率为12%，Y2-Y5复合年增长率为7.1%，Y10的目标营业利润率为27%。在这种情况下，DCF公允价值为105.68美元/股。</li><li><i>最佳情况</i>：生意火爆！在最好的情况下，我再次将我在基本情况中描述的主要驱动因素视为主要驱动因素，但是，此外，我还看到中国的市场渗透率更高。在过去的5年里，我们可以观察到中国的销售额呈下降趋势，然而，今年的销售额增长了39.7%（iPhone细分市场大幅增长）。在这种情况下，我假设Y1增长率为14%，Y2-Y5复合年增长率为9.1%，Y10的目标营业利润率为30%。在这种情况下，DCF公允价值为130.32美元/股。</li><li><i>最坏的情况</i>：嗯，这是一个我想看涨期权为“成熟公司场景”的场景。在这种情况下，我认为苹果的增长略高于经济增长率，因此，我假设Y1增长率为10%，Y2-Y5复合年增长率为3.1%，Y10的目标营业利润率为25%。在这种情况下，DCF公允价值为81.03美元/股。</li></ul>最后，对于每种情况，我都看到苹果凭借其苹果手表进入医疗保健市场。正如你可以想象的那样，我在每种情况下分配了不同的市场渗透可能性。</blockquote></p><p> <b>Sensitivity Analysis</b></p><p><blockquote><b>敏感性分析</b></blockquote></p><p> Moreover, I also would like to provide the sensitivity analysis for the base case scenario.</p><p><blockquote>此外，我还想提供基本情况的敏感性分析。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95f00eba768526d07d68fd846ecf998d\" tg-width=\"640\" tg-height=\"462\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者使用最新10-K报告数据进行的估计</span></p></blockquote></p><p> <b>Technical Analysis</b></p><p><blockquote><b>技术分析</b></blockquote></p><p> From the technical analysis point of view, I don't see any problem yet. The stock price is in a bullish mode, currently within an ascending triangle pattern. As of right now, the stock price is following its pattern and it is heading to the price target of $137/share or point D, where it is likely to bounce and head back to point E. If this scenario happens, point E is usually the point where stock price bounces once again and from that point, the stock goes higher (it is just a technical analysis assumption, take it as is).</p><p><blockquote>从技术分析的角度来看，我还没有看到任何问题。股价处于看涨模式，目前处于上升三角形形态。截至目前，股价正在遵循其模式，正朝着137美元/股或D点的目标价迈进，在那里它可能会反弹并回到E点。如果这种情况发生，E点通常是股价再次反弹的点，从该点开始，股票走高（这只是一个技术分析假设，照原样）。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ecf3e5f45dcb5e30b092c02bbf94d6f9\" tg-width=\"640\" tg-height=\"317\" referrerpolicy=\"no-referrer\"><span>Source:TradingView.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：TradingView.com</span></p></blockquote></p><p> <b>Final Thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> Apple is a mature company that is able to see a problem and solve it years ahead. By looking at the fair value, computed under the base case scenario, we can argue that the stock is currently overvalued but not by that much. For what concern risks, the difference between the best-case and the worst-case scenario can be used as a proxy of risk. Taking this into consideration I don't see big reasoning to panic, however, it is also true that I see an upcoming correction for the market. Many indicators, technical and fundamental, are suggesting to me that the market is too heavy right now (even if the S&amp;P500 may go higher, perhaps in the 4400 area). To conclude, I don't think to close out my whole Apple position, however, I will close out 60% of it once it reaches my price target.</p><p><blockquote>苹果是一家成熟的公司，能够在未来几年发现问题并解决它。通过查看在基本情况下计算的公允价值，我们可以认为该股票目前被高估，但没有高估那么多。对于什么关注风险，最好情况和最坏情况之间的差异可以用作风险的代理。考虑到这一点，我认为没有什么理由恐慌，但是，我确实看到市场即将出现调整。许多技术和基本面指标都向我表明，市场目前过于沉重（即使标准普尔500指数可能会走高，也许会在4400点区域）。总而言之，我不认为要平仓我的整个苹果头寸，但是，一旦达到我的价格目标，我会平仓其中的60%。</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>Apple: Winter Is Coming<blockquote>苹果：冬天来了</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Winter Is Coming<blockquote>苹果：冬天来了</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-21 10:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Apple's stock has rallied 449% in the last five years, outperforming the 102% rise in the S&amp;P 500 over the same period.</li>  <li>I initiate Apple with a Neutral rating and a fair value of $111.42/share (vs. the current price of $131.7/share).</li>  <li>From the technical analysis point of view, the stock price is following its ascending triangle pattern and it is heading to the price target of $137/share.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4dc5052119e6bbc5b693cf7385d8738\" tg-width=\"768\" tg-height=\"512\" referrerpolicy=\"no-referrer\"><span>Michael M. Santiago/Getty Images NewsCompany Overview</span></p><p><blockquote><ul><li>苹果股价在过去五年中上涨了449%，跑赢了标普500同期102%的涨幅。</li><li>我给予苹果中性评级，公允价值为111.42美元/股（当前价格为131.7美元/股）。</li><li>从技术分析角度来看，股价正遵循上升三角形形态，正向137美元/股的目标价迈进。</li></ul><p class=\"t-img-caption\"><span>Michael M.Santiago/Getty Images新闻公司概述</span></p></blockquote></p><p> Apple Inc (AAPL) stock has rallied 449% in the last five years, outperforming the 102% rise in the S&amp;P 500 over the same period. An outstanding return supported by underlying fundamentals. In particular, I would like to start the analysis with the latter.</p><p><blockquote>苹果公司(AAPL)股价在过去五年中上涨了449%，跑赢了标普500同期102%的涨幅。由基本面支持的出色回报。我特别想从后者开始分析。</blockquote></p><p> Over the last two decades, the dominant driver of Apple's success has been the iPhone. In 2016, iPhones accounted for 63% of total sales. This was a problem for Apple, and they knew it. The problem existed due to two main factors: first, the smartphone business was mature (with low growth rates); second, it was (and it is) a highly competitive business. However, Apple had something other competitors didn't have, a big iPhone owner base (which allows to sell more services for instance). Through the years Apple has been able to effectively diversify its revenue stream and it currently presents the structure represented below.</p><p><blockquote>在过去的二十年里，苹果成功的主要驱动力一直是iPhone。2016年，iPhone占总销量的63%。这对苹果来说是个问题，他们知道这一点。这个问题的存在主要有两个因素：第一，智能手机业务已经成熟（增长率较低）；其次，它过去是（现在也是）一个竞争激烈的行业。然而，苹果拥有其他竞争对手所没有的东西，即庞大的iPhone用户群（例如，这允许销售更多服务）。多年来，苹果一直能够有效地实现其收入来源多元化，目前的结构如下所示。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4602be0c6fa92191baf04a7496c4e024\" tg-width=\"640\" tg-height=\"363\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者使用最新10-K报告数据进行的估计</span></p></blockquote></p><p> Let's now take a look at each of these segments:</p><p><blockquote>现在让我们来看看这些部分：</blockquote></p><p> <b>1. iPhone</b></p><p><blockquote><b>1.iPhone</b></blockquote></p><p> From 2016 to 2020, the iPhone segment grew at a CAGR of 0.20% and it changed from representing 63.4% (2016) of total sales to 51% (\"TTM\"). I present below the growth rate for the iPhone segment over the last 5 years (2016-TTM).</p><p><blockquote>自2016年至2020年，iPhone分部的复合年增长率为0.20%，并由佔总销售额的63.4%（2016年）变为51%（“TTM”）。我在下面展示了iPhone细分市场在过去5年（2016-TTM）的增长率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/916b48499e3e3ed2c0c167af3ba62bdb\" tg-width=\"607\" tg-height=\"363\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest10-K report</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者使用最新10-K报告的数据进行的估计</span></p></blockquote></p><p> So far this year the iPhone segment is showing a growth rate of 18.5% TTM, fueled by the new family of iPhone12 with 5G capabilities, and with interesting data coming from China. I believe that the transition to 5G will be the main driver of the growth in this segment. In this manner, I would like to report a piece of the transcript from theQ2 earnings call.</p><p><blockquote>今年到目前为止，在具有5G功能的新iPhone12系列以及来自中国的有趣数据的推动下，iPhone细分市场的TTM增长率为18.5%。我相信向5G的过渡将是该细分市场增长的主要驱动力。我想以这种方式报告第二季度收益看涨期权的一段文字记录。</blockquote></p><p>   <i>In the enterprise market, customers across many industries are accelerating their adoption of iPhone 12 and 5G as a key platform for the future of their business. Delta Airlines, for example, is putting iPhone 12 and 5G connectivity into the hands of flight attendants so they can provide the best passenger service possible as air travel rebounds.Openreach in the U.K. has started equipping tens of thousands of field engineers with iPhone 12 to speed up their deployment of broadband services to homes around the country. And UCHealth, a large health care provider in Colorado, was able to reduce per patient vaccination time from 3 minutes to only 30 seconds largely by moving from PC stations to iPhones. This has allowed their staff to rapidly scan and register new patients and vastly increase their daily vaccination capacity.</i>  <b>2. iPad</b></p><p><blockquote><i>在企业市场，许多行业的客户都在加速采用iPhone 12和5G，将其作为未来业务的关键平台。例如，达美航空正在将iPhone 12和5G连接交给空乘人员，以便他们能够在航空旅行反弹时提供尽可能最好的乘客服务。英国的Openreach已开始为数万名现场工程师配备iPhone 12加快向全国家庭部署宽带服务。科罗拉多州的一家大型医疗保健提供商UCHealth能够将每位患者的疫苗接种时间从3分钟减少到30秒，这主要是通过从PC工作站转移到iPhone。这使得他们的工作人员能够快速扫描和登记新患者，并大大提高他们的日常疫苗接种能力。</i><b>2.iPad</b></blockquote></p><p> As it was in the past, the iPad segment is more or less a constant number as a % of total sales, 9.6% in 2016 vs 9.1% TTM. From 2016 to 2020, the iPad segment grew at a CAGR of 3.56% (with an improving overall trend). I present below the growth rate for the iPad segment over the last 5 years (2016-TTM).</p><p><blockquote>与过去一样，iPad细分市场占总销售额的百分比或多或少是一个恒定的数字，2016年为9.6%，而TTM为9.1%。从2016年到2020年，iPad细分市场的CAGR增长率为3.56%（整体趋势有所改善）。我在下面展示了iPad细分市场在过去5年（2016-TTM）的增长率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6faf9ddb8d29d662fcaa46bbda862f48\" tg-width=\"616\" tg-height=\"360\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者使用最新10-K报告数据进行的估计</span></p></blockquote></p><p> The TTM numbers show us an interesting picture with a growth rate of 24.9% TTM for the iPad segment which are driven by 3 factors: the M1 chip, the new 5G capabilities, and the fact that we were all at home. I see a lot of ways in which this new generation of iPads can be implemented. However, I also have to admit that there is a big player swimming in the same sea, the new 2-1 Laptops. The new 2-1 Laptops are a very interesting solution for those looking to have the best of the two worlds. In this last view, the iPad segment may represent a lower % of total sales, around 7.8% (vs current 9.1%).</p><p><blockquote>TTM数据向我们展示了一幅有趣的画面，iPad细分市场的TTM增长率为24.9%，这是由三个因素推动的：M1芯片、新的5G功能以及我们都在家的事实。我看到了很多实现新一代iPads的方法。不过，我也不得不承认，还有一个大玩家在同一个海里游泳，那就是新的2-1笔记本电脑。对于那些希望两全其美的人来说，新的2-1笔记本电脑是一个非常有趣的解决方案。在最后一种观点中，iPad细分市场占总销售额的比例可能较低，约为7.8%（目前为9.1%）。</blockquote></p><p> <b>3. Mac</b></p><p><blockquote><b>3.三月</b></blockquote></p><p></p><p> From 2016 to 2020, the Mac segment grew at a CAGR of 5.81%, and also here, as it is for the iPad segment, the Mac segment represents a more or less constant number as % of total sales 10.6% in 2016 vs 10.4% TTM. I present below the growth rate for the Mac segment over the last 5 years (2016-TTM).</p><p><blockquote>从2016年到2020年，Mac细分市场的CAGR增长率为5.81%，与iPad细分市场一样，Mac细分市场在2016年占总销售额的比例为10.6%，而TTM为10.4%。我在下面介绍了过去5年（2016-TTM）Mac细分市场的增长率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2494d89c1d5cd70a4cf0c5fb31fb20a\" tg-width=\"614\" tg-height=\"363\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者使用最新10-K报告数据进行的估计</span></p></blockquote></p><p> The generation of new Macs powered by the M1 chip seems to be appreciated by the customers, in fact, the Mac segment presents a growth rate of 18.4% TTM so far this year. I personally tried this new generation of Macs and I have to admit, Apple knows very well how to delight its customers. Personal PCs are a highly competitive market and, even if I like and I use Apple products, I prefer to work with a Lenovo.</p><p><blockquote>采用M1芯片的新一代Mac似乎受到了客户的赞赏，事实上，今年迄今为止，Mac细分市场的TTM增长率为18.4%。我亲自尝试了这款新一代MAC电脑，我不得不承认，苹果非常知道如何取悦顾客。个人电脑是一个竞争激烈的市场，即使我喜欢并使用苹果产品，我也更喜欢与联想合作。</blockquote></p><p> <b>4. Wearables, Home, and Accessories (WH&amp;A)</b></p><p><blockquote><b>4.可穿戴设备、家居和配件（WH&amp;A）</b></blockquote></p><p> The Wearables, Home, and Accessories segment includes sales of AirPods, Apple TV, Apple Watch, Beats products, HomePod, etc. This is where it gets interesting. From 2016 to 2020, the WH&amp;A segment grew at a CAGR of 28.78%, and it changed from representing only 5.2% of total sales in 2016 to represent 10.8% TTM. I present below the growth rate for the WH&amp;A segment over the last 5 years (2016-TTM).</p><p><blockquote>可穿戴设备、家居和配件部门包括AirPods、苹果电视、苹果手表、Beats产品、HomePod等的销售。这就是有趣的地方。从2016年到2020年，WH&amp;A分部的复合年增长率为28.78%，从2016年仅占总销售额的5.2%变为占TTM的10.8%。我在下面列出了过去5年（2016-TTM）WH&amp;A细分市场的增长率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e16432a1ae66aa9dda7a4f969a9cfcdf\" tg-width=\"607\" tg-height=\"357\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者使用最新10-K报告数据进行的估计</span></p></blockquote></p><p> The WH&amp;A segment is showing a growth rate of 14.7% TTM driven by a strong performance from both Apple Watch Series 6 and Apple Watch SE. Apple Watch may have a very bright future in the years ahead, driven by Apple entering into the healthcare market. In fact, it can be used to monitor the health status of the person. Imagine you being close to having a heart attack, your Apple Watch may call an ambulance and save your life, not bad no? Finally, let's don't forget also the launch of Apple TV 4K and of the newest accessory, AirTag (I don't see a market for the latter, but I may be wrong).</p><p><blockquote>在苹果手表系列6和苹果手表SE的强劲表现的推动下，WH&amp;A细分市场的TTM增长率为14.7%。在苹果进入医疗保健市场的推动下，苹果观察在未来几年可能会有一个非常光明的未来。事实上，它可以用来监测人的健康状况。想象一下，你即将心脏病发作，你的苹果手表可能会看涨期权一辆救护车并挽救你的生命，不错不是吗？最后，我们不要忘记苹果电视4K和最新配件AirTag的推出（我没有看到后者的市场，但我可能是错的）。</blockquote></p><p> <b>5. Services</b></p><p><blockquote><b>5.服务</b></blockquote></p><p> Services include sales from the Company’s advertising, AppleCare, digital content, and other services. From 2016 to 2020, the Services segment grew at a CAGR of 21.9% and it changed from representing 11.3% of total sales in 2016 to represent 18.6% TTM. I present below the growth rate for the Services segment over the last 5 years (2016-TTM).</p><p><blockquote>服务包括公司广告、AppleCare、数字内容和其他服务的销售。于二零一六年至二零二零年，服务分部的复合年增长率为21.9%，并由二零一六年佔总销售额的11.3%变为佔TTM的18.6%。我在下面列出了过去5年（2016-TTM）服务部门的增长率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af34eb1ba8fffd690a75318f8cf805f7\" tg-width=\"610\" tg-height=\"363\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者使用最新10-K报告数据进行的估计</span></p></blockquote></p><p> To date, the Services segment is showing a growth rate of 12.3% TTM. The growth is driven by App Store, Cloud Services, Music, Advertising, and Payment Services. The new services, Apple TV+, Apple Arcade, Apple News+, and Apple Card, are also starting to contribute to overall services growth, and continue to add users, content, and features. I believe that in the future, the Services segment will be the company's dominant segment. Below I present an interesting part I extrapolated from theQ4 earnings call.</p><p><blockquote>迄今为止，服务部门的TTM增长率为12.3%。这一增长是由应用商店、云服务、音乐、广告和支付服务推动的。苹果TV+、苹果街机、苹果新闻+和苹果卡等新服务也开始为整体服务增长做出贡献，并继续增加用户、内容和功能。我相信，未来，服务板块将是公司的主导板块。下面我展示了我从第四季度收益看涨期权中推断出来的有趣部分。</blockquote></p><p>   <i>First, our installed base continues to grow and is at an all-time high across each major product category. Second, the number of both transacting and paid accounts on our digital content stores reached a new all-time high during the September quarter, with paid accounts increasing double digits in each of our geographic segments.Third, paid subscriptions grew more than 35 million sequentially, and we now have over 585 million paid subscriptions across the services on our platform, up 135 million from just a year ago. With this momentum, we are very confident to reach and exceed our increased target of 600 million paid subscriptions before the end of calendar 2020.</i>  <b>Company Analysis</b></p><p><blockquote><i>首先，我们的安装基础持续增长，并且在每个主要产品类别中都处于历史最高水平。其次，我们数字内容商店上的交易账户和付费账户数量在9月份季度均创下历史新高，每个地理区域的付费账户均以两位数增长。第三，付费订阅量环比增长超过3500万，目前我们平台上的服务付费订阅量超过5.85亿，比一年前增加了1.35亿。凭借这一势头，我们非常有信心在2020年底前达到并超过6亿付费订阅的增加目标。</i><b>公司分析</b></blockquote></p><p> I initiate Apple with a Neutral rating and a fair value of $111.42/share (vs. the current price of $131.7/share). The fair value is an algorithm-adjusted value that accounts for different factors, fundamental and technical (e.g. DCF fair value, Momentum, etc.), and so it takes into consideration the Mr. Market mood. At the same time, the fair value which I obtained through the DCF model is equal to $105.68/share. Now before showing the results, the numbers used as the base are the trailing twelve-month numbers. Moreover, I also restated the financials since I capitalized on R&amp;D expenses with an amortizable life of 3 years. I don't believe that in the case of Apple, R&amp;D is an operating expense and for this reason, I treat it as CapEx. By taking into account the R&amp;D, the following metrics have been restated (all numbers in $mm).</p><p><blockquote>我给予苹果中性评级，公允价值为111.42美元/股（当前价格为131.7美元/股）。公允价值是算法调整后的价值，考虑了不同的因素，基本面和技术面（如DCF公允价值、动量等）。），因此它考虑了市场先生的情绪。同时，我通过DCF模型获得的公允价值等于105.68美元/股。现在，在显示结果之前，用作基数的数字是过去12个月的数字。此外，我还重述了财务数据，因为我将可摊销期限为3年的研发费用资本化。我不认为就苹果而言，研发是一项运营费用，因此，我将其视为资本支出。考虑到研发，以下指标已被重述（所有数字均以百万美元为单位）。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7a2222a8e8b9088e619b0b971193a1f\" tg-width=\"569\" tg-height=\"262\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者使用最新10-K报告数据进行的估计</span></p></blockquote></p><p> It is very important to capitalize on R&amp;D expense, if we don't, we are just keeping the company's biggest asset off-balance sheet.</p><p><blockquote>利用研发费用非常重要，如果我们不这样做，我们只是将公司最大的资产保留在资产负债表之外。</blockquote></p><p> <b>Discounted Cash Flow Model</b></p><p><blockquote><b>折现现金流量模型</b></blockquote></p><p> Now, let's turn to the discounted cash flow valuation part. Below, you can see the results with the relative assumptions I have made.</p><p><blockquote>现在，让我们转向贴现现金流估值部分。下面，你可以看到我所做的相对假设的结果。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2da633d931f51b493d897d9c87ecee5\" tg-width=\"640\" tg-height=\"262\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者使用最新10-K报告数据进行的估计</span></p></blockquote></p><p> Now, this time I also present along with my estimates three possible scenarios:</p><p><blockquote>现在，这次我还提出了三种可能的情况以及我的估计：</blockquote></p><p> <ul>  <li><i>Base Case Scenario</i>: The above DCF model represents my base case scenario. In the base case scenario, I assume the drivers of growth to be: the iPhone segment (driven by 5G transition), the Services segment (driven by a broader customer base), and the new powered M1 Macs segment. Under this scenario, I assume a Y1 growth rate of 12%, a CAGR Y2-Y5 of 7.1%, and a target operating margin in Y10 of 27%. The DCF fair value under this scenario is $105.68/share.</li>  <li><i>Best Case Scenario</i>: The business is booming! In the best-case scenario, I see again as the main drivers the one which I described for the base case scenario, however, in addition, I see a greater market penetration in China. Over the last 5 years, we can observe a falling pattern for sales in China, however, this year sales jumped 39.7% (with the iPhone segment rising substantially). Under this scenario, I assume a Y1 growth rate of 14%, a CAGR Y2-Y5 of 9.1%, and a target operating margin in Y10 of 30%. The DCF fair value under this scenario is $130.32/share.</li>  <li><i>Worst Case Scenario</i>: Well, this is a scenario that I would like to call like \"mature company scenario\". Under this scenario I see Apple growing a little above the growth rate of the economy and for this reason, I assume a Y1 growth rate of 10%, a CAGR Y2-Y5 of 3.1%, and a target operating margin in Y10 of 25%. The DCF fair value under this scenario is $81.03/share.</li> </ul> Finally, for each scenario, I see Apple entering into the health care market with its Apple Watch. As you can imagine, I assign a different likelihood of market penetration in each of these scenarios.</p><p><blockquote><ul><li><i>基本情况</i>：上面的DCF模型代表了我的基本情况。在基本情况下，我假设增长的驱动力是：iPhone细分市场（由5G过渡驱动）、服务细分市场（由更广泛的客户群驱动）和新的M1 MAC细分市场。在这种情况下，我假设Y1增长率为12%，Y2-Y5复合年增长率为7.1%，Y10的目标营业利润率为27%。在这种情况下，DCF公允价值为105.68美元/股。</li><li><i>最佳情况</i>：生意火爆！在最好的情况下，我再次将我在基本情况中描述的主要驱动因素视为主要驱动因素，但是，此外，我还看到中国的市场渗透率更高。在过去的5年里，我们可以观察到中国的销售额呈下降趋势，然而，今年的销售额增长了39.7%（iPhone细分市场大幅增长）。在这种情况下，我假设Y1增长率为14%，Y2-Y5复合年增长率为9.1%，Y10的目标营业利润率为30%。在这种情况下，DCF公允价值为130.32美元/股。</li><li><i>最坏的情况</i>：嗯，这是一个我想看涨期权为“成熟公司场景”的场景。在这种情况下，我认为苹果的增长略高于经济增长率，因此，我假设Y1增长率为10%，Y2-Y5复合年增长率为3.1%，Y10的目标营业利润率为25%。在这种情况下，DCF公允价值为81.03美元/股。</li></ul>最后，对于每种情况，我都看到苹果凭借其苹果手表进入医疗保健市场。正如你可以想象的那样，我在每种情况下分配了不同的市场渗透可能性。</blockquote></p><p> <b>Sensitivity Analysis</b></p><p><blockquote><b>敏感性分析</b></blockquote></p><p> Moreover, I also would like to provide the sensitivity analysis for the base case scenario.</p><p><blockquote>此外，我还想提供基本情况的敏感性分析。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95f00eba768526d07d68fd846ecf998d\" tg-width=\"640\" tg-height=\"462\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者使用最新10-K报告数据进行的估计</span></p></blockquote></p><p> <b>Technical Analysis</b></p><p><blockquote><b>技术分析</b></blockquote></p><p> From the technical analysis point of view, I don't see any problem yet. The stock price is in a bullish mode, currently within an ascending triangle pattern. As of right now, the stock price is following its pattern and it is heading to the price target of $137/share or point D, where it is likely to bounce and head back to point E. If this scenario happens, point E is usually the point where stock price bounces once again and from that point, the stock goes higher (it is just a technical analysis assumption, take it as is).</p><p><blockquote>从技术分析的角度来看，我还没有看到任何问题。股价处于看涨模式，目前处于上升三角形形态。截至目前，股价正在遵循其模式，正朝着137美元/股或D点的目标价迈进，在那里它可能会反弹并回到E点。如果这种情况发生，E点通常是股价再次反弹的点，从该点开始，股票走高（这只是一个技术分析假设，照原样）。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ecf3e5f45dcb5e30b092c02bbf94d6f9\" tg-width=\"640\" tg-height=\"317\" referrerpolicy=\"no-referrer\"><span>Source:TradingView.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：TradingView.com</span></p></blockquote></p><p> <b>Final Thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> Apple is a mature company that is able to see a problem and solve it years ahead. By looking at the fair value, computed under the base case scenario, we can argue that the stock is currently overvalued but not by that much. For what concern risks, the difference between the best-case and the worst-case scenario can be used as a proxy of risk. Taking this into consideration I don't see big reasoning to panic, however, it is also true that I see an upcoming correction for the market. Many indicators, technical and fundamental, are suggesting to me that the market is too heavy right now (even if the S&amp;P500 may go higher, perhaps in the 4400 area). To conclude, I don't think to close out my whole Apple position, however, I will close out 60% of it once it reaches my price target.</p><p><blockquote>苹果是一家成熟的公司，能够在未来几年发现问题并解决它。通过查看在基本情况下计算的公允价值，我们可以认为该股票目前被高估，但没有高估那么多。对于什么关注风险，最好情况和最坏情况之间的差异可以用作风险的代理。考虑到这一点，我认为没有什么理由恐慌，但是，我确实看到市场即将出现调整。许多技术和基本面指标都向我表明，市场目前过于沉重（即使标准普尔500指数可能会走高，也许会在4400点区域）。总而言之，我不认为要平仓我的整个苹果头寸，但是，一旦达到我的价格目标，我会平仓其中的60%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4435760-apple-stock-aapl-winter-is-coming\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4435760-apple-stock-aapl-winter-is-coming","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175906479","content_text":"Summary\n\nApple's stock has rallied 449% in the last five years, outperforming the 102% rise in the S&P 500 over the same period.\nI initiate Apple with a Neutral rating and a fair value of $111.42/share (vs. the current price of $131.7/share).\nFrom the technical analysis point of view, the stock price is following its ascending triangle pattern and it is heading to the price target of $137/share.\n\nMichael M. Santiago/Getty Images NewsCompany Overview\nApple Inc (AAPL) stock has rallied 449% in the last five years, outperforming the 102% rise in the S&P 500 over the same period. An outstanding return supported by underlying fundamentals. In particular, I would like to start the analysis with the latter.\nOver the last two decades, the dominant driver of Apple's success has been the iPhone. In 2016, iPhones accounted for 63% of total sales. This was a problem for Apple, and they knew it. The problem existed due to two main factors: first, the smartphone business was mature (with low growth rates); second, it was (and it is) a highly competitive business. However, Apple had something other competitors didn't have, a big iPhone owner base (which allows to sell more services for instance). Through the years Apple has been able to effectively diversify its revenue stream and it currently presents the structure represented below.\nSource:Author's estimates using data from the latest 10-K report\nLet's now take a look at each of these segments:\n1. iPhone\nFrom 2016 to 2020, the iPhone segment grew at a CAGR of 0.20% and it changed from representing 63.4% (2016) of total sales to 51% (\"TTM\"). I present below the growth rate for the iPhone segment over the last 5 years (2016-TTM).\nSource:Author's estimates using data from the latest10-K report\nSo far this year the iPhone segment is showing a growth rate of 18.5% TTM, fueled by the new family of iPhone12 with 5G capabilities, and with interesting data coming from China. I believe that the transition to 5G will be the main driver of the growth in this segment. In this manner, I would like to report a piece of the transcript from theQ2 earnings call.\n\nIn the enterprise market, customers across many industries are accelerating their adoption of iPhone 12 and 5G as a key platform for the future of their business. Delta Airlines, for example, is putting iPhone 12 and 5G connectivity into the hands of flight attendants so they can provide the best passenger service possible as air travel rebounds.Openreach in the U.K. has started equipping tens of thousands of field engineers with iPhone 12 to speed up their deployment of broadband services to homes around the country. And UCHealth, a large health care provider in Colorado, was able to reduce per patient vaccination time from 3 minutes to only 30 seconds largely by moving from PC stations to iPhones. This has allowed their staff to rapidly scan and register new patients and vastly increase their daily vaccination capacity.\n\n2. iPad\nAs it was in the past, the iPad segment is more or less a constant number as a % of total sales, 9.6% in 2016 vs 9.1% TTM. From 2016 to 2020, the iPad segment grew at a CAGR of 3.56% (with an improving overall trend). I present below the growth rate for the iPad segment over the last 5 years (2016-TTM).\nSource:Author's estimates using data from the latest 10-K report\nThe TTM numbers show us an interesting picture with a growth rate of 24.9% TTM for the iPad segment which are driven by 3 factors: the M1 chip, the new 5G capabilities, and the fact that we were all at home. I see a lot of ways in which this new generation of iPads can be implemented. However, I also have to admit that there is a big player swimming in the same sea, the new 2-1 Laptops. The new 2-1 Laptops are a very interesting solution for those looking to have the best of the two worlds. In this last view, the iPad segment may represent a lower % of total sales, around 7.8% (vs current 9.1%).\n3. Mac\nFrom 2016 to 2020, the Mac segment grew at a CAGR of 5.81%, and also here, as it is for the iPad segment, the Mac segment represents a more or less constant number as % of total sales 10.6% in 2016 vs 10.4% TTM. I present below the growth rate for the Mac segment over the last 5 years (2016-TTM).\nSource:Author's estimates using data from the latest 10-K report\nThe generation of new Macs powered by the M1 chip seems to be appreciated by the customers, in fact, the Mac segment presents a growth rate of 18.4% TTM so far this year. I personally tried this new generation of Macs and I have to admit, Apple knows very well how to delight its customers. Personal PCs are a highly competitive market and, even if I like and I use Apple products, I prefer to work with a Lenovo.\n4. Wearables, Home, and Accessories (WH&A)\nThe Wearables, Home, and Accessories segment includes sales of AirPods, Apple TV, Apple Watch, Beats products, HomePod, etc. This is where it gets interesting. From 2016 to 2020, the WH&A segment grew at a CAGR of 28.78%, and it changed from representing only 5.2% of total sales in 2016 to represent 10.8% TTM. I present below the growth rate for the WH&A segment over the last 5 years (2016-TTM).\nSource:Author's estimates using data from the latest 10-K report\nThe WH&A segment is showing a growth rate of 14.7% TTM driven by a strong performance from both Apple Watch Series 6 and Apple Watch SE. Apple Watch may have a very bright future in the years ahead, driven by Apple entering into the healthcare market. In fact, it can be used to monitor the health status of the person. Imagine you being close to having a heart attack, your Apple Watch may call an ambulance and save your life, not bad no? Finally, let's don't forget also the launch of Apple TV 4K and of the newest accessory, AirTag (I don't see a market for the latter, but I may be wrong).\n5. Services\nServices include sales from the Company’s advertising, AppleCare, digital content, and other services. From 2016 to 2020, the Services segment grew at a CAGR of 21.9% and it changed from representing 11.3% of total sales in 2016 to represent 18.6% TTM. I present below the growth rate for the Services segment over the last 5 years (2016-TTM).\nSource:Author's estimates using data from the latest 10-K report\nTo date, the Services segment is showing a growth rate of 12.3% TTM. The growth is driven by App Store, Cloud Services, Music, Advertising, and Payment Services. The new services, Apple TV+, Apple Arcade, Apple News+, and Apple Card, are also starting to contribute to overall services growth, and continue to add users, content, and features. I believe that in the future, the Services segment will be the company's dominant segment. Below I present an interesting part I extrapolated from theQ4 earnings call.\n\nFirst, our installed base continues to grow and is at an all-time high across each major product category. Second, the number of both transacting and paid accounts on our digital content stores reached a new all-time high during the September quarter, with paid accounts increasing double digits in each of our geographic segments.Third, paid subscriptions grew more than 35 million sequentially, and we now have over 585 million paid subscriptions across the services on our platform, up 135 million from just a year ago. With this momentum, we are very confident to reach and exceed our increased target of 600 million paid subscriptions before the end of calendar 2020.\n\nCompany Analysis\nI initiate Apple with a Neutral rating and a fair value of $111.42/share (vs. the current price of $131.7/share). The fair value is an algorithm-adjusted value that accounts for different factors, fundamental and technical (e.g. DCF fair value, Momentum, etc.), and so it takes into consideration the Mr. Market mood. At the same time, the fair value which I obtained through the DCF model is equal to $105.68/share. Now before showing the results, the numbers used as the base are the trailing twelve-month numbers. Moreover, I also restated the financials since I capitalized on R&D expenses with an amortizable life of 3 years. I don't believe that in the case of Apple, R&D is an operating expense and for this reason, I treat it as CapEx. By taking into account the R&D, the following metrics have been restated (all numbers in $mm).\nSource:Author's estimates using data from the latest 10-K report\nIt is very important to capitalize on R&D expense, if we don't, we are just keeping the company's biggest asset off-balance sheet.\nDiscounted Cash Flow Model\nNow, let's turn to the discounted cash flow valuation part. Below, you can see the results with the relative assumptions I have made.\nSource:Author's estimates using data from the latest 10-K report\nNow, this time I also present along with my estimates three possible scenarios:\n\nBase Case Scenario: The above DCF model represents my base case scenario. In the base case scenario, I assume the drivers of growth to be: the iPhone segment (driven by 5G transition), the Services segment (driven by a broader customer base), and the new powered M1 Macs segment. Under this scenario, I assume a Y1 growth rate of 12%, a CAGR Y2-Y5 of 7.1%, and a target operating margin in Y10 of 27%. The DCF fair value under this scenario is $105.68/share.\nBest Case Scenario: The business is booming! In the best-case scenario, I see again as the main drivers the one which I described for the base case scenario, however, in addition, I see a greater market penetration in China. Over the last 5 years, we can observe a falling pattern for sales in China, however, this year sales jumped 39.7% (with the iPhone segment rising substantially). Under this scenario, I assume a Y1 growth rate of 14%, a CAGR Y2-Y5 of 9.1%, and a target operating margin in Y10 of 30%. The DCF fair value under this scenario is $130.32/share.\nWorst Case Scenario: Well, this is a scenario that I would like to call like \"mature company scenario\". Under this scenario I see Apple growing a little above the growth rate of the economy and for this reason, I assume a Y1 growth rate of 10%, a CAGR Y2-Y5 of 3.1%, and a target operating margin in Y10 of 25%. The DCF fair value under this scenario is $81.03/share.\n\nFinally, for each scenario, I see Apple entering into the health care market with its Apple Watch. As you can imagine, I assign a different likelihood of market penetration in each of these scenarios.\nSensitivity Analysis\nMoreover, I also would like to provide the sensitivity analysis for the base case scenario.\nSource:Author's estimates using data from the latest 10-K report\nTechnical Analysis\nFrom the technical analysis point of view, I don't see any problem yet. The stock price is in a bullish mode, currently within an ascending triangle pattern. As of right now, the stock price is following its pattern and it is heading to the price target of $137/share or point D, where it is likely to bounce and head back to point E. If this scenario happens, point E is usually the point where stock price bounces once again and from that point, the stock goes higher (it is just a technical analysis assumption, take it as is).\nSource:TradingView.com\nFinal Thoughts\nApple is a mature company that is able to see a problem and solve it years ahead. By looking at the fair value, computed under the base case scenario, we can argue that the stock is currently overvalued but not by that much. For what concern risks, the difference between the best-case and the worst-case scenario can be used as a proxy of risk. Taking this into consideration I don't see big reasoning to panic, however, it is also true that I see an upcoming correction for the market. Many indicators, technical and fundamental, are suggesting to me that the market is too heavy right now (even if the S&P500 may go higher, perhaps in the 4400 area). To conclude, I don't think to close out my whole Apple position, however, I will close out 60% of it once it reaches my price target.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114400494,"gmtCreate":1623083290118,"gmtModify":1634037118325,"author":{"id":"3578739448923997","authorId":"3578739448923997","name":"lexxselrahc","avatar":"https://static.tigerbbs.com/20a54ceed78bc452d36ac799295862ce","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578739448923997","idStr":"3578739448923997"},"themes":[],"htmlText":"Thanks for the insightful view.&nbsp;","listText":"Thanks for the insightful view.&nbsp;","text":"Thanks for the insightful view.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/114400494","repostId":"1133174841","repostType":4,"isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114576704,"gmtCreate":1623082891908,"gmtModify":1634037122063,"author":{"id":"3578739448923997","authorId":"3578739448923997","name":"lexxselrahc","avatar":"https://static.tigerbbs.com/20a54ceed78bc452d36ac799295862ce","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578739448923997","idStr":"3578739448923997"},"themes":[],"htmlText":"Quiet in here...&nbsp;","listText":"Quiet in here...&nbsp;","text":"Quiet in here...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/114576704","repostId":"1122176272","repostType":4,"repost":{"id":"1122176272","kind":"news","pubTimestamp":1623080698,"share":"https://www.laohu8.com/m/news/1122176272?lang=zh_CN&edition=full","pubTime":"2021-06-07 23:44","market":"us","language":"en","title":"Options Traders Bet on Return of $100 Oil<blockquote>期权交易员押注油价重返100美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122176272","media":"The Wall Street Journal","summary":"Investors have scooped up call options tied to crude prices hitting milestone for first time since g","content":"<p>Investors have scooped up call options tied to crude prices hitting milestone for first time since gush of U.S. oil in 2014.<img src=\"https://static.tigerbbs.com/a88b89abd0e8ae3c240100316ddc1eb0\" tg-width=\"893\" tg-height=\"510\" referrerpolicy=\"no-referrer\">Traders have alighted on what some believe to be a one-way bet in the world’s most important commodity market: oil prices going to $100 a barrel.</p><p><blockquote>投资者纷纷买入与原油价格挂钩的看涨期权期权，这是自2014年美国石油大量涌入以来首次达到里程碑。一些人认为，交易员在全球最重要的大宗商品市场上押注了一场单向押注：油价将升至每桶100美元。</blockquote></p><p>They have scooped up call options tied to Brent and West Texas Intermediate crude-oil prices reaching $100 by the end of next year. Oil prices haven’t topped that milestone since 2014, when a gush of U.S. crude depressed energy markets.</p><p><blockquote>他们已经抢购了与布伦特和西德克萨斯中质原油价格挂钩的看涨期权期权，到明年年底将达到100美元。自2014年美国原油大量涌入压低能源市场以来，油价从未突破这一里程碑。</blockquote></p><p>Owners of $100 options—now the most widely owned WTI call contracts on the New York Mercantile Exchange—are making a leveraged bet that oil prices will hurtle higher after already surging more than 40% this year. The roaring rally, goosed by thawing coronavirus restrictions, has lifted WTI prices totheir highest level since 2018at almost $70 a barrel and average U.S. gasoline prices above $3 a gallon, according to GasBuddy.</p><p><blockquote>100美元期权（目前是纽约商品交易所持有最广泛的WTI看涨期权合约）的所有者正在进行杠杆押注，认为油价在今年飙升超过40%后将飙升。GasBuddy表示，在冠状病毒限制解冻的推动下，WTI价格上涨至2018年以来的最高水平，接近每桶70美元，美国平均汽油价格超过每加仑3美元。</blockquote></p><p><img src=\"https://static.tigerbbs.com/b7e0d9f96cb3f473e9a3d92f2f9c3247\" tg-width=\"771\" tg-height=\"515\" referrerpolicy=\"no-referrer\">The popularity of $100 options is another example of traders converging on seemingly outlandish wagers they consider to be almost guaranteed ways of making money. Analysts say oil is unlikely to zip to $100 any time soon because the world economy is still recovering from the shock of Covid-19 and major producers are lifting output in response to resurgent demand.</p><p><blockquote>100美元期权的流行是交易者聚集在看似古怪的赌注上的另一个例子，他们认为这些赌注几乎是赚钱的保证。分析师表示，油价不太可能很快升至100美元，因为世界经济仍在从Covid-19的冲击中复苏，主要产油国正在提高产量以应对需求复苏。</blockquote></p><p>“Everyone’s been looking at it,” Adam Webb, chief investment officer of trading firm Blue Creek Capital Management LLC, said of $100 call options for oil delivered in December 2022. “It’s a no-brainer.”</p><p><blockquote>交易公司Blue Creek Capital Management LLC首席投资官Adam Webb在谈到2022年12月交割的100美元看涨期权石油期权时表示：“每个人都在关注它。”“这是显而易见的。”</blockquote></p><p>Mr. Webb thinks the rebound in the U.S. economy will help to catapult WTI prices toward $100 a barrel. The fund has sold put options to fund the purchase of $100 calls, which he judges to be unsustainably cheap.</p><p><blockquote>韦伯先生认为，美国经济的反弹将有助于推动WTI价格升至每桶100美元。该基金已出售看跌期权，为购买100美元的评级提供资金，他认为这是不可持续的廉价。</blockquote></p><p>The flurry of activity in $100-oil options holds parallels with speculative wagers that have proliferated in other corners of financial markets. In January, traders piled into options on unprofitable companies such as GameStop Corp. and AMC Entertainment Holdings Inc. They figured doing so would boost share prices, inflict losses on bearish investors and prompt them to buy back shares they had sold short. The self-fueling dynamic drove prices even higher in a trading frenzy that reignited in early June.</p><p><blockquote>100美元石油期权的一系列活动与金融市场其他角落激增的投机性押注类似。一月份，交易员纷纷买入游戏驿站公司和AMC院线控股公司等未盈利公司的期权。他们认为这样做会推高股价，给看跌的投资者造成损失，并促使他们回购卖空的股票。在六月初重新点燃的交易狂潮中，这种自我激励的动力推动价格进一步走高。</blockquote></p><p>Betting on an imminent return to $100 for oil is striking just over a year after the pandemic slammed energy demand and U.S. crude futures tumbled below zero. Products derived from crude fuel cars, power electricity generators and are the building blocks of plastics, making oil a vital component of the world economy. Spikes in crude markets are to some extent self-correcting because higher prices curtail demand and encourage greater production.</p><p><blockquote>在疫情重创能源需求、美国原油期货跌至零以下仅一年多后，押注油价即将重返100美元令人震惊。原油产品为汽车、发电机提供动力，也是塑料的组成部分，使石油成为世界经济的重要组成部分。原油市场的飙升在某种程度上是自我修正的，因为价格上涨抑制了需求并鼓励了更大的产量。</blockquote></p><p>Barring an influx of investors into commodity markets or a slump in the dollar, oil demand would need to rise well above pre-pandemic levels in the fourth quarter for prices to hit $100 this year, according to JPMorgan Chase analyst Natasha Kaneva. She says that is all but impossible. Other grounds for caution include an increase in Iranian crude exports in the event of a nuclear deal with the U.S.</p><p><blockquote>摩根大通分析师Natasha Kaneva表示，除非投资者涌入大宗商品市场或美元暴跌，否则第四季度石油需求需要远高于大流行前的水平，今年油价才能达到100美元。她说这几乎是不可能的。其他谨慎的理由包括，如果与美国达成核协议，伊朗原油出口将增加。</blockquote></p><p>That hasn’t deterred traders from building a big position in $100 call options. The contracts give their owner the right to buy crude futures at $100 a barrel. They pay out if prices rise above that strike price before expiration.</p><p><blockquote>这并没有阻止交易员在100美元的看涨期权期权中建立大量头寸。这些合约赋予其所有者以每桶100美元的价格购买原油期货的权利。如果价格在到期前升至执行价格以上，他们就会支付。</blockquote></p><p>December 2022 contracts with a strike of $100 are by far the most widely owned WTI call option on the New York Mercantile Exchange. There are more than 60,000 outstanding, according to options-data provider QuikStrike, covering more than 60 million barrels of crude.</p><p><blockquote>执行价为100美元的2022年12月合约是迄今为止纽约商品交易所持有最广泛的WTI看涨期权期权。根据期权数据提供商QuikStrike的数据，有超过60,000份未偿原油，涵盖超过6000万桶原油。</blockquote></p><p><img src=\"https://static.tigerbbs.com/e62a68b83da9ac904cabfa18eb21abb4\" tg-width=\"724\" tg-height=\"524\" referrerpolicy=\"no-referrer\">Some traders are betting $100 oil could happen this year: $100 December 2021 calls are tied to 15.9 million barrels of WTI. In London’s Brent market, $100 contracts for December 2021 covered more than 32 million barrels last week, up from none at the end of last year, according to Intercontinental Exchange.</p><p><blockquote>一些交易员押注今年油价可能会达到100美元：2021年12月100美元的评级原油与1590万桶WTI挂钩。根据洲际交易所的数据，在伦敦布伦特市场，2021年12月的100美元合约上周覆盖了超过3200万桶，高于去年年底的零。</blockquote></p><p>Even some of those buying the options don’t expect oil prices to hit $100 but think they will profit regardless. Traders say the contracts, dubbed lottery tickets, will likely appreciate if oil prices keep rising or if participants expect crude markets to grow more volatile.</p><p><blockquote>甚至一些购买期权的人也不认为油价会达到100美元，但认为无论如何他们都会获利。交易员表示，如果油价持续上涨，或者参与者预计原油市场将变得更加波动，这些被称为彩票的合约可能会升值。</blockquote></p><p>Buyers are betting on higher volatility more than they are placing a wager on higher oil prices, said Robert Yawger, director of energy futures at Mizuho Securities USA. Volatility and options are intrinsically linked, so all else being equal, that would boost the price of the contracts.</p><p><blockquote>瑞穗证券美国公司能源期货主管Robert Yawger表示，买家押注更高的波动性，而不是押注更高的油价。波动性和期权有着内在的联系，因此在其他条件相同的情况下，这将提高合约的价格。</blockquote></p><p></p><p>Mr. Yawger doesn’t think oil will get close to $100 a barrel, noting that the futures market pegs WTI prices at about $61 a barrel for December 2022. He said owners of $100 calls will benefit anyway because expected volatility is low and likely to rise. Sellers are “basically giving [volatility] away” at current prices, he said.</p><p><blockquote>Yawger先生认为油价不会接近每桶100美元，并指出期货市场将2022年12月WTI价格定为每桶61美元左右。他表示，100美元评级的所有者无论如何都会受益，因为预期波动性较低，而且可能会上升。他表示，按照当前价格，卖家“基本上放弃了[波动性]”。</blockquote></p><p>A trader who bought $100 calls for December 2022 at the end of last year would already be sitting on paper gains. The contracts traded at 66 U.S. cents Friday, QuikStrike data show, up from 27 cents on Dec. 31.</p><p><blockquote>去年年底买入2022年12月100美元评级的交易员已经坐拥账面收益。QuikStrike数据显示，周五这些合约的交易价格为66美分，高于12月31日的27美分。</blockquote></p><p>Traders say they are still relatively cheap because demand from producers seeking protection against falling prices means oil puts are typically more expensive than calls. The $100 call trade isn’t risk free, however.</p><p><blockquote>交易商表示，它们仍然相对便宜，因为寻求保护免受价格下跌影响的生产商的需求意味着石油看跌期权通常比评级更贵。然而，100美元的看涨期权交易并非没有风险。</blockquote></p><p>Jean-Louis Le Mee, chief executive of Westbeck Capital Management LLP, forecasts crude prices will surge to record highs in 2023 but is surprised at how many $100 Brent call options for 2021 are outstanding. The hedge fund steers clear of such bullish contracts, preferring to buy options that Mr. Le Mee thinks will settle in the money. Even if volatility rises, $100 contracts will lose value if it happens too close to expiration, he said.</p><p><blockquote>Westbeck Capital Management LLP首席执行官Jean-Louis Le Mee预测原油价格将在2023年飙升至历史新高，但对2021年有多少100美元看涨期权原油期权未平仓感到惊讶。该对冲基金避开了此类看涨合约，更愿意购买Le Mee先生认为将以现金结算的期权。他表示，即使波动性上升，如果距离到期太近，100美元的合约也会贬值。</blockquote></p><p>Instead, Westbeck has booked profits by selling $65 Brent-crude calls for December 2022 that it bought last year and used the proceeds to buy $80 contracts for December 2023.</p><p><blockquote>相反，Westbeck通过出售去年购买的2022年12月65美元的评级原油来记录利润，并用所得收益购买2023年12月80美元的合约。</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>Options Traders Bet on Return of $100 Oil<blockquote>期权交易员押注油价重返100美元</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOptions Traders Bet on Return of $100 Oil<blockquote>期权交易员押注油价重返100美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-06-07 23:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Investors have scooped up call options tied to crude prices hitting milestone for first time since gush of U.S. oil in 2014.<img src=\"https://static.tigerbbs.com/a88b89abd0e8ae3c240100316ddc1eb0\" tg-width=\"893\" tg-height=\"510\" referrerpolicy=\"no-referrer\">Traders have alighted on what some believe to be a one-way bet in the world’s most important commodity market: oil prices going to $100 a barrel.</p><p><blockquote>投资者纷纷买入与原油价格挂钩的看涨期权期权，这是自2014年美国石油大量涌入以来首次达到里程碑。一些人认为，交易员在全球最重要的大宗商品市场上押注了一场单向押注：油价将升至每桶100美元。</blockquote></p><p>They have scooped up call options tied to Brent and West Texas Intermediate crude-oil prices reaching $100 by the end of next year. Oil prices haven’t topped that milestone since 2014, when a gush of U.S. crude depressed energy markets.</p><p><blockquote>他们已经抢购了与布伦特和西德克萨斯中质原油价格挂钩的看涨期权期权，到明年年底将达到100美元。自2014年美国原油大量涌入压低能源市场以来，油价从未突破这一里程碑。</blockquote></p><p>Owners of $100 options—now the most widely owned WTI call contracts on the New York Mercantile Exchange—are making a leveraged bet that oil prices will hurtle higher after already surging more than 40% this year. The roaring rally, goosed by thawing coronavirus restrictions, has lifted WTI prices totheir highest level since 2018at almost $70 a barrel and average U.S. gasoline prices above $3 a gallon, according to GasBuddy.</p><p><blockquote>100美元期权（目前是纽约商品交易所持有最广泛的WTI看涨期权合约）的所有者正在进行杠杆押注，认为油价在今年飙升超过40%后将飙升。GasBuddy表示，在冠状病毒限制解冻的推动下，WTI价格上涨至2018年以来的最高水平，接近每桶70美元，美国平均汽油价格超过每加仑3美元。</blockquote></p><p><img src=\"https://static.tigerbbs.com/b7e0d9f96cb3f473e9a3d92f2f9c3247\" tg-width=\"771\" tg-height=\"515\" referrerpolicy=\"no-referrer\">The popularity of $100 options is another example of traders converging on seemingly outlandish wagers they consider to be almost guaranteed ways of making money. Analysts say oil is unlikely to zip to $100 any time soon because the world economy is still recovering from the shock of Covid-19 and major producers are lifting output in response to resurgent demand.</p><p><blockquote>100美元期权的流行是交易者聚集在看似古怪的赌注上的另一个例子，他们认为这些赌注几乎是赚钱的保证。分析师表示，油价不太可能很快升至100美元，因为世界经济仍在从Covid-19的冲击中复苏，主要产油国正在提高产量以应对需求复苏。</blockquote></p><p>“Everyone’s been looking at it,” Adam Webb, chief investment officer of trading firm Blue Creek Capital Management LLC, said of $100 call options for oil delivered in December 2022. “It’s a no-brainer.”</p><p><blockquote>交易公司Blue Creek Capital Management LLC首席投资官Adam Webb在谈到2022年12月交割的100美元看涨期权石油期权时表示：“每个人都在关注它。”“这是显而易见的。”</blockquote></p><p>Mr. Webb thinks the rebound in the U.S. economy will help to catapult WTI prices toward $100 a barrel. The fund has sold put options to fund the purchase of $100 calls, which he judges to be unsustainably cheap.</p><p><blockquote>韦伯先生认为，美国经济的反弹将有助于推动WTI价格升至每桶100美元。该基金已出售看跌期权，为购买100美元的评级提供资金，他认为这是不可持续的廉价。</blockquote></p><p>The flurry of activity in $100-oil options holds parallels with speculative wagers that have proliferated in other corners of financial markets. In January, traders piled into options on unprofitable companies such as GameStop Corp. and AMC Entertainment Holdings Inc. They figured doing so would boost share prices, inflict losses on bearish investors and prompt them to buy back shares they had sold short. The self-fueling dynamic drove prices even higher in a trading frenzy that reignited in early June.</p><p><blockquote>100美元石油期权的一系列活动与金融市场其他角落激增的投机性押注类似。一月份，交易员纷纷买入游戏驿站公司和AMC院线控股公司等未盈利公司的期权。他们认为这样做会推高股价，给看跌的投资者造成损失，并促使他们回购卖空的股票。在六月初重新点燃的交易狂潮中，这种自我激励的动力推动价格进一步走高。</blockquote></p><p>Betting on an imminent return to $100 for oil is striking just over a year after the pandemic slammed energy demand and U.S. crude futures tumbled below zero. Products derived from crude fuel cars, power electricity generators and are the building blocks of plastics, making oil a vital component of the world economy. Spikes in crude markets are to some extent self-correcting because higher prices curtail demand and encourage greater production.</p><p><blockquote>在疫情重创能源需求、美国原油期货跌至零以下仅一年多后，押注油价即将重返100美元令人震惊。原油产品为汽车、发电机提供动力，也是塑料的组成部分，使石油成为世界经济的重要组成部分。原油市场的飙升在某种程度上是自我修正的，因为价格上涨抑制了需求并鼓励了更大的产量。</blockquote></p><p>Barring an influx of investors into commodity markets or a slump in the dollar, oil demand would need to rise well above pre-pandemic levels in the fourth quarter for prices to hit $100 this year, according to JPMorgan Chase analyst Natasha Kaneva. She says that is all but impossible. Other grounds for caution include an increase in Iranian crude exports in the event of a nuclear deal with the U.S.</p><p><blockquote>摩根大通分析师Natasha Kaneva表示，除非投资者涌入大宗商品市场或美元暴跌，否则第四季度石油需求需要远高于大流行前的水平，今年油价才能达到100美元。她说这几乎是不可能的。其他谨慎的理由包括，如果与美国达成核协议，伊朗原油出口将增加。</blockquote></p><p>That hasn’t deterred traders from building a big position in $100 call options. The contracts give their owner the right to buy crude futures at $100 a barrel. They pay out if prices rise above that strike price before expiration.</p><p><blockquote>这并没有阻止交易员在100美元的看涨期权期权中建立大量头寸。这些合约赋予其所有者以每桶100美元的价格购买原油期货的权利。如果价格在到期前升至执行价格以上，他们就会支付。</blockquote></p><p>December 2022 contracts with a strike of $100 are by far the most widely owned WTI call option on the New York Mercantile Exchange. There are more than 60,000 outstanding, according to options-data provider QuikStrike, covering more than 60 million barrels of crude.</p><p><blockquote>执行价为100美元的2022年12月合约是迄今为止纽约商品交易所持有最广泛的WTI看涨期权期权。根据期权数据提供商QuikStrike的数据，有超过60,000份未偿原油，涵盖超过6000万桶原油。</blockquote></p><p><img src=\"https://static.tigerbbs.com/e62a68b83da9ac904cabfa18eb21abb4\" tg-width=\"724\" tg-height=\"524\" referrerpolicy=\"no-referrer\">Some traders are betting $100 oil could happen this year: $100 December 2021 calls are tied to 15.9 million barrels of WTI. In London’s Brent market, $100 contracts for December 2021 covered more than 32 million barrels last week, up from none at the end of last year, according to Intercontinental Exchange.</p><p><blockquote>一些交易员押注今年油价可能会达到100美元：2021年12月100美元的评级原油与1590万桶WTI挂钩。根据洲际交易所的数据，在伦敦布伦特市场，2021年12月的100美元合约上周覆盖了超过3200万桶，高于去年年底的零。</blockquote></p><p>Even some of those buying the options don’t expect oil prices to hit $100 but think they will profit regardless. Traders say the contracts, dubbed lottery tickets, will likely appreciate if oil prices keep rising or if participants expect crude markets to grow more volatile.</p><p><blockquote>甚至一些购买期权的人也不认为油价会达到100美元，但认为无论如何他们都会获利。交易员表示，如果油价持续上涨，或者参与者预计原油市场将变得更加波动，这些被称为彩票的合约可能会升值。</blockquote></p><p>Buyers are betting on higher volatility more than they are placing a wager on higher oil prices, said Robert Yawger, director of energy futures at Mizuho Securities USA. Volatility and options are intrinsically linked, so all else being equal, that would boost the price of the contracts.</p><p><blockquote>瑞穗证券美国公司能源期货主管Robert Yawger表示，买家押注更高的波动性，而不是押注更高的油价。波动性和期权有着内在的联系，因此在其他条件相同的情况下，这将提高合约的价格。</blockquote></p><p></p><p>Mr. Yawger doesn’t think oil will get close to $100 a barrel, noting that the futures market pegs WTI prices at about $61 a barrel for December 2022. He said owners of $100 calls will benefit anyway because expected volatility is low and likely to rise. Sellers are “basically giving [volatility] away” at current prices, he said.</p><p><blockquote>Yawger先生认为油价不会接近每桶100美元，并指出期货市场将2022年12月WTI价格定为每桶61美元左右。他表示，100美元评级的所有者无论如何都会受益，因为预期波动性较低，而且可能会上升。他表示，按照当前价格，卖家“基本上放弃了[波动性]”。</blockquote></p><p>A trader who bought $100 calls for December 2022 at the end of last year would already be sitting on paper gains. The contracts traded at 66 U.S. cents Friday, QuikStrike data show, up from 27 cents on Dec. 31.</p><p><blockquote>去年年底买入2022年12月100美元评级的交易员已经坐拥账面收益。QuikStrike数据显示，周五这些合约的交易价格为66美分，高于12月31日的27美分。</blockquote></p><p>Traders say they are still relatively cheap because demand from producers seeking protection against falling prices means oil puts are typically more expensive than calls. The $100 call trade isn’t risk free, however.</p><p><blockquote>交易商表示，它们仍然相对便宜，因为寻求保护免受价格下跌影响的生产商的需求意味着石油看跌期权通常比评级更贵。然而，100美元的看涨期权交易并非没有风险。</blockquote></p><p>Jean-Louis Le Mee, chief executive of Westbeck Capital Management LLP, forecasts crude prices will surge to record highs in 2023 but is surprised at how many $100 Brent call options for 2021 are outstanding. The hedge fund steers clear of such bullish contracts, preferring to buy options that Mr. Le Mee thinks will settle in the money. Even if volatility rises, $100 contracts will lose value if it happens too close to expiration, he said.</p><p><blockquote>Westbeck Capital Management LLP首席执行官Jean-Louis Le Mee预测原油价格将在2023年飙升至历史新高，但对2021年有多少100美元看涨期权原油期权未平仓感到惊讶。该对冲基金避开了此类看涨合约，更愿意购买Le Mee先生认为将以现金结算的期权。他表示，即使波动性上升，如果距离到期太近，100美元的合约也会贬值。</blockquote></p><p>Instead, Westbeck has booked profits by selling $65 Brent-crude calls for December 2022 that it bought last year and used the proceeds to buy $80 contracts for December 2023.</p><p><blockquote>相反，Westbeck通过出售去年购买的2022年12月65美元的评级原油来记录利润，并用所得收益购买2023年12月80美元的合约。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/options-traders-bet-on-return-of-100-oil-11623061227?mod=markets_lead_pos1\">The Wall Street Journal</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.wsj.com/articles/options-traders-bet-on-return-of-100-oil-11623061227?mod=markets_lead_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122176272","content_text":"Investors have scooped up call options tied to crude prices hitting milestone for first time since gush of U.S. oil in 2014.Traders have alighted on what some believe to be a one-way bet in the world’s most important commodity market: oil prices going to $100 a barrel.They have scooped up call options tied to Brent and West Texas Intermediate crude-oil prices reaching $100 by the end of next year. Oil prices haven’t topped that milestone since 2014, when a gush of U.S. crude depressed energy markets.Owners of $100 options—now the most widely owned WTI call contracts on the New York Mercantile Exchange—are making a leveraged bet that oil prices will hurtle higher after already surging more than 40% this year. The roaring rally, goosed by thawing coronavirus restrictions, has lifted WTI prices totheir highest level since 2018at almost $70 a barrel and average U.S. gasoline prices above $3 a gallon, according to GasBuddy.The popularity of $100 options is another example of traders converging on seemingly outlandish wagers they consider to be almost guaranteed ways of making money. Analysts say oil is unlikely to zip to $100 any time soon because the world economy is still recovering from the shock of Covid-19 and major producers are lifting output in response to resurgent demand.“Everyone’s been looking at it,” Adam Webb, chief investment officer of trading firm Blue Creek Capital Management LLC, said of $100 call options for oil delivered in December 2022. “It’s a no-brainer.”Mr. Webb thinks the rebound in the U.S. economy will help to catapult WTI prices toward $100 a barrel. The fund has sold put options to fund the purchase of $100 calls, which he judges to be unsustainably cheap.The flurry of activity in $100-oil options holds parallels with speculative wagers that have proliferated in other corners of financial markets. In January, traders piled into options on unprofitable companies such as GameStop Corp. and AMC Entertainment Holdings Inc. They figured doing so would boost share prices, inflict losses on bearish investors and prompt them to buy back shares they had sold short. The self-fueling dynamic drove prices even higher in a trading frenzy that reignited in early June.Betting on an imminent return to $100 for oil is striking just over a year after the pandemic slammed energy demand and U.S. crude futures tumbled below zero. Products derived from crude fuel cars, power electricity generators and are the building blocks of plastics, making oil a vital component of the world economy. Spikes in crude markets are to some extent self-correcting because higher prices curtail demand and encourage greater production.Barring an influx of investors into commodity markets or a slump in the dollar, oil demand would need to rise well above pre-pandemic levels in the fourth quarter for prices to hit $100 this year, according to JPMorgan Chase analyst Natasha Kaneva. She says that is all but impossible. Other grounds for caution include an increase in Iranian crude exports in the event of a nuclear deal with the U.S.That hasn’t deterred traders from building a big position in $100 call options. The contracts give their owner the right to buy crude futures at $100 a barrel. They pay out if prices rise above that strike price before expiration.December 2022 contracts with a strike of $100 are by far the most widely owned WTI call option on the New York Mercantile Exchange. There are more than 60,000 outstanding, according to options-data provider QuikStrike, covering more than 60 million barrels of crude.Some traders are betting $100 oil could happen this year: $100 December 2021 calls are tied to 15.9 million barrels of WTI. In London’s Brent market, $100 contracts for December 2021 covered more than 32 million barrels last week, up from none at the end of last year, according to Intercontinental Exchange.Even some of those buying the options don’t expect oil prices to hit $100 but think they will profit regardless. Traders say the contracts, dubbed lottery tickets, will likely appreciate if oil prices keep rising or if participants expect crude markets to grow more volatile.Buyers are betting on higher volatility more than they are placing a wager on higher oil prices, said Robert Yawger, director of energy futures at Mizuho Securities USA. Volatility and options are intrinsically linked, so all else being equal, that would boost the price of the contracts.Mr. Yawger doesn’t think oil will get close to $100 a barrel, noting that the futures market pegs WTI prices at about $61 a barrel for December 2022. He said owners of $100 calls will benefit anyway because expected volatility is low and likely to rise. Sellers are “basically giving [volatility] away” at current prices, he said.A trader who bought $100 calls for December 2022 at the end of last year would already be sitting on paper gains. The contracts traded at 66 U.S. cents Friday, QuikStrike data show, up from 27 cents on Dec. 31.Traders say they are still relatively cheap because demand from producers seeking protection against falling prices means oil puts are typically more expensive than calls. The $100 call trade isn’t risk free, however.Jean-Louis Le Mee, chief executive of Westbeck Capital Management LLP, forecasts crude prices will surge to record highs in 2023 but is surprised at how many $100 Brent call options for 2021 are outstanding. The hedge fund steers clear of such bullish contracts, preferring to buy options that Mr. Le Mee thinks will settle in the money. Even if volatility rises, $100 contracts will lose value if it happens too close to expiration, he said.Instead, Westbeck has booked profits by selling $65 Brent-crude calls for December 2022 that it bought last year and used the proceeds to buy $80 contracts for December 2023.","news_type":1,"symbols_score_info":{"CLmain":0.9,"BZmain":0.9}},"isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171153774,"gmtCreate":1626722794398,"gmtModify":1633924671862,"author":{"id":"3578739448923997","authorId":"3578739448923997","name":"lexxselrahc","avatar":"https://static.tigerbbs.com/20a54ceed78bc452d36ac799295862ce","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578739448923997","idStr":"3578739448923997"},"themes":[],"htmlText":"I'll be watching INTL&nbsp;","listText":"I'll be watching INTL&nbsp;","text":"I'll be watching INTL","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/171153774","repostId":"1111084715","repostType":4,"isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170772245,"gmtCreate":1626458557987,"gmtModify":1633926559036,"author":{"id":"3578739448923997","authorId":"3578739448923997","name":"lexxselrahc","avatar":"https://static.tigerbbs.com/20a54ceed78bc452d36ac799295862ce","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578739448923997","idStr":"3578739448923997"},"themes":[],"htmlText":"Hmmm","listText":"Hmmm","text":"Hmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170772245","repostId":"1167804296","repostType":4,"repost":{"id":"1167804296","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1626442279,"share":"https://www.laohu8.com/m/news/1167804296?lang=zh_CN&edition=full","pubTime":"2021-07-16 21:31","market":"us","language":"en","title":"Dow jumps above 35,000 as retail sales top expectations<blockquote>零售销售超出预期，道指跃升至35,000点以上</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1167804296","media":"Tiger Newspress","summary":"U.S. stock indexes rose on Friday as the latest retail sales data topped economists' expectations.\nT","content":"<p>U.S. stock indexes rose on Friday as the latest retail sales data topped economists' expectations.</p><p><blockquote>由于最新的零售销售数据超出了经济学家的预期，美国股指周五上涨。</blockquote></p><p> The Dow Jones Industrial Average gained about 80 points, or 0.23%. The S&amp;P 500 added 0.4% and the Nasdaq Composite gained 0.3%.</p><p><blockquote>道琼斯工业平均指数上涨约80点，涨幅0.23%。标普500上涨0.4%，纳斯达克综合指数上涨0.3%。</blockquote></p><p> June&nbsp;retail and food service sales&nbsp;rose 0.6%, while economists surveyed by the Dow Jones had expected a 0.4% decline. Excluding autos, those sales jumped 1.3%, beating economists' estimate of a 0.4% gain.</p><p><blockquote>6月份零售和食品服务销售额增长0.6%，而道琼斯调查的经济学家此前预计下降0.4%。不包括汽车在内，这些销售额增长了1.3%，超出了经济学家预期的0.4%。</blockquote></p><p> Cyclical stocks tied to the economic recovery saw gains in early morning trading.A stabilization in bond yieldsaided this move with the 10-year Treasury yield climbing back up above 1.30%.</p><p><blockquote>与经济复苏相关的周期性股票在早盘交易中上涨。债券收益率企稳证实了这一举措，10年期国债收益率回升至1.30%以上。</blockquote></p><p> “While stock market valuations appear lofty, the global economic recovery continues to surge. Strong GDP and earnings growth, supportive fiscal and monetary policy, and a recovering labor market all support an optimistic view on stocks for the remainder of the year,” said Greg Marcus, UBS Private Wealth Management managing director.</p><p><blockquote>瑞银私人财富管理董事总经理Greg Marcus表示：“虽然股市估值看起来很高，但全球经济复苏仍在继续飙升。强劲的GDP和盈利增长、支持性的财政和货币政策以及复苏的劳动力市场都支持了对今年剩余时间股市的乐观看法。”</blockquote></p><p> Bank of America led gains in bank stocks in premarket trading. Boeing shares edged higher. Airlines, casinos, and energy stocks inched into the green.</p><p><blockquote>美国银行在盘前交易中领涨银行股。波音股价小幅走高。航空公司、赌场和能源股小幅上涨。</blockquote></p><p> The iShares Russell 2000 ETF, containing small cap shares more reliant on the U.S. economy, gained in premarket trading.</p><p><blockquote>iShares Russell 2000 ETF包含更依赖美国经济的小盘股，在盘前交易中上涨。</blockquote></p><p> Live Nation’s stock rose in the premarket afterGoldman said the stock can rally nearly 40%as concerts return.</p><p><blockquote>高盛表示，随着音乐会的回归，Live Nation的股价可能会上涨近40%，该股在盘前上涨。</blockquote></p><p> Shares of Carnival, Royal Caribbean and Norwegian each increased in early morning trading after Canada announced it wouldallow cruise ships to resume operationsin its waters starting Nov. 1, sooner than planned. Previously, the Canadian government extended its cruise ban until the end of February 2022.</p><p><blockquote>在加拿大宣布将允许游轮从11月1日起恢复在其水域运营（比原计划更早）后，嘉年华、皇家加勒比和挪威的股价在早盘交易中均上涨。此前，加拿大政府将邮轮禁令延长至2022年2月底。</blockquote></p><p> The moves in recovery-related stocks came even amid concerns about ultra-infectious variants of the coronavirus. Los Angeles County announced Thursday it wouldrestore an indoor mask mandate, including for fully-vaccinated people, due to a rapid and sustained increase in Covid-19 cases.</p><p><blockquote>尽管人们对冠状病毒的高传染性变种感到担忧，但与复苏相关的股票还是出现了走势。由于新冠肺炎病例快速持续增加，洛杉矶县周四宣布将恢复室内口罩强制令，包括对完全接种疫苗的人。</blockquote></p><p> Investors also digested strong earnings results from the first major week of second-quarter reports. Though some of the nation’s largest companies posted healthy profits and revenues amid the economic recovery, the reaction in the stock market has so far been muted.</p><p><blockquote>投资者还消化了第二季度报告第一个重要周的强劲盈利结果。尽管美国一些最大的公司在经济复苏中公布了健康的利润和收入，但迄今为止股市的反应一直很平静。</blockquote></p><p> Morgan Stanley’s&nbsp;second-quarter earnings report, for example, topped analysts’ expectations Thursday, yet its shares closed just 0.18% higher.</p><p><blockquote>例如，摩根士丹利周四发布的第二季度收益报告超出了分析师的预期，但其股价仅收盘上涨0.18%。</blockquote></p><p> For18 S&amp;P 500 companies that beat analyst estimates for second-quarter earnings this week, the average earnings-per-share result was 18% higher than expected. But those companies saw their shares fall 0.58% on average after reporting.</p><p><blockquote>本周第二季度盈利超出分析师预期的18家标普500公司，平均每股收益比预期高出18%。但这些公司的股价在发布报告后平均下跌0.58%。</blockquote></p><p> The soft moves in reaction to corporate earnings have contributed to a lackluster week for the S&amp;P 500, which dipped 0.2% on the week as of Thursday’s close.</p><p><blockquote>对企业盈利的疲软反应导致标普500本周表现低迷，截至周四收盘，该股本周下跌0.2%。</blockquote></p><p> Much of the market’s upward pressure over the last week has come from a handful of mega-cap internet and communications stocks. Apple, Netflix, Google-parent Alphabet and Microsoft are all up this week.</p><p><blockquote>上周市场的大部分上行压力来自少数大型互联网和通信股。苹果、Netflix、谷歌母公司Alphabet和微软本周均上涨。</blockquote></p><p> Wall Street may be checking its optimism in the aftermath of the recent hotconsumer price index inflation reportand commentary from both Federal Reserve Chairman Jerome Powell and Treasury Secretary Janet Yellen about the pace of price appreciation in the near term.</p><p><blockquote>在最近热门的消费者价格指数通胀报告以及美联储主席杰罗姆·鲍威尔和财政部长珍妮特·耶伦对近期物价升值步伐的评论之后，华尔街可能会检查其乐观情绪。</blockquote></p><p> Yellen, who spoke to CNBC’s “Closing Bell” on Thursday, said she predictsprices could continue to rise for several more months before cooling off.</p><p><blockquote>耶伦周四在CNBC的“收盘钟声”节目中表示，她预计价格可能会继续上涨几个月，然后才会降温。</blockquote></p><p> “I’m not saying that this is a one-month phenomenon. But I think over the medium term, we’ll see inflation decline back toward normal levels,” she said. “But, of course, we have to keep a careful eye on it.”</p><p><blockquote>“我并不是说这是一个月的现象。但我认为，从中期来看，我们将看到通胀回落至正常水平，”她说。“但是，当然，我们必须密切关注它。”</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>Dow jumps above 35,000 as retail sales top expectations<blockquote>零售销售超出预期，道指跃升至35,000点以上</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDow jumps above 35,000 as retail sales top expectations<blockquote>零售销售超出预期，道指跃升至35,000点以上</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-07-16 21:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S. stock indexes rose on Friday as the latest retail sales data topped economists' expectations.</p><p><blockquote>由于最新的零售销售数据超出了经济学家的预期，美国股指周五上涨。</blockquote></p><p> The Dow Jones Industrial Average gained about 80 points, or 0.23%. The S&amp;P 500 added 0.4% and the Nasdaq Composite gained 0.3%.</p><p><blockquote>道琼斯工业平均指数上涨约80点，涨幅0.23%。标普500上涨0.4%，纳斯达克综合指数上涨0.3%。</blockquote></p><p> June&nbsp;retail and food service sales&nbsp;rose 0.6%, while economists surveyed by the Dow Jones had expected a 0.4% decline. Excluding autos, those sales jumped 1.3%, beating economists' estimate of a 0.4% gain.</p><p><blockquote>6月份零售和食品服务销售额增长0.6%，而道琼斯调查的经济学家此前预计下降0.4%。不包括汽车在内，这些销售额增长了1.3%，超出了经济学家预期的0.4%。</blockquote></p><p> Cyclical stocks tied to the economic recovery saw gains in early morning trading.A stabilization in bond yieldsaided this move with the 10-year Treasury yield climbing back up above 1.30%.</p><p><blockquote>与经济复苏相关的周期性股票在早盘交易中上涨。债券收益率企稳证实了这一举措，10年期国债收益率回升至1.30%以上。</blockquote></p><p> “While stock market valuations appear lofty, the global economic recovery continues to surge. Strong GDP and earnings growth, supportive fiscal and monetary policy, and a recovering labor market all support an optimistic view on stocks for the remainder of the year,” said Greg Marcus, UBS Private Wealth Management managing director.</p><p><blockquote>瑞银私人财富管理董事总经理Greg Marcus表示：“虽然股市估值看起来很高，但全球经济复苏仍在继续飙升。强劲的GDP和盈利增长、支持性的财政和货币政策以及复苏的劳动力市场都支持了对今年剩余时间股市的乐观看法。”</blockquote></p><p> Bank of America led gains in bank stocks in premarket trading. Boeing shares edged higher. Airlines, casinos, and energy stocks inched into the green.</p><p><blockquote>美国银行在盘前交易中领涨银行股。波音股价小幅走高。航空公司、赌场和能源股小幅上涨。</blockquote></p><p> The iShares Russell 2000 ETF, containing small cap shares more reliant on the U.S. economy, gained in premarket trading.</p><p><blockquote>iShares Russell 2000 ETF包含更依赖美国经济的小盘股，在盘前交易中上涨。</blockquote></p><p> Live Nation’s stock rose in the premarket afterGoldman said the stock can rally nearly 40%as concerts return.</p><p><blockquote>高盛表示，随着音乐会的回归，Live Nation的股价可能会上涨近40%，该股在盘前上涨。</blockquote></p><p> Shares of Carnival, Royal Caribbean and Norwegian each increased in early morning trading after Canada announced it wouldallow cruise ships to resume operationsin its waters starting Nov. 1, sooner than planned. Previously, the Canadian government extended its cruise ban until the end of February 2022.</p><p><blockquote>在加拿大宣布将允许游轮从11月1日起恢复在其水域运营（比原计划更早）后，嘉年华、皇家加勒比和挪威的股价在早盘交易中均上涨。此前，加拿大政府将邮轮禁令延长至2022年2月底。</blockquote></p><p> The moves in recovery-related stocks came even amid concerns about ultra-infectious variants of the coronavirus. Los Angeles County announced Thursday it wouldrestore an indoor mask mandate, including for fully-vaccinated people, due to a rapid and sustained increase in Covid-19 cases.</p><p><blockquote>尽管人们对冠状病毒的高传染性变种感到担忧，但与复苏相关的股票还是出现了走势。由于新冠肺炎病例快速持续增加，洛杉矶县周四宣布将恢复室内口罩强制令，包括对完全接种疫苗的人。</blockquote></p><p> Investors also digested strong earnings results from the first major week of second-quarter reports. Though some of the nation’s largest companies posted healthy profits and revenues amid the economic recovery, the reaction in the stock market has so far been muted.</p><p><blockquote>投资者还消化了第二季度报告第一个重要周的强劲盈利结果。尽管美国一些最大的公司在经济复苏中公布了健康的利润和收入，但迄今为止股市的反应一直很平静。</blockquote></p><p> Morgan Stanley’s&nbsp;second-quarter earnings report, for example, topped analysts’ expectations Thursday, yet its shares closed just 0.18% higher.</p><p><blockquote>例如，摩根士丹利周四发布的第二季度收益报告超出了分析师的预期，但其股价仅收盘上涨0.18%。</blockquote></p><p> For18 S&amp;P 500 companies that beat analyst estimates for second-quarter earnings this week, the average earnings-per-share result was 18% higher than expected. But those companies saw their shares fall 0.58% on average after reporting.</p><p><blockquote>本周第二季度盈利超出分析师预期的18家标普500公司，平均每股收益比预期高出18%。但这些公司的股价在发布报告后平均下跌0.58%。</blockquote></p><p> The soft moves in reaction to corporate earnings have contributed to a lackluster week for the S&amp;P 500, which dipped 0.2% on the week as of Thursday’s close.</p><p><blockquote>对企业盈利的疲软反应导致标普500本周表现低迷，截至周四收盘，该股本周下跌0.2%。</blockquote></p><p> Much of the market’s upward pressure over the last week has come from a handful of mega-cap internet and communications stocks. Apple, Netflix, Google-parent Alphabet and Microsoft are all up this week.</p><p><blockquote>上周市场的大部分上行压力来自少数大型互联网和通信股。苹果、Netflix、谷歌母公司Alphabet和微软本周均上涨。</blockquote></p><p> Wall Street may be checking its optimism in the aftermath of the recent hotconsumer price index inflation reportand commentary from both Federal Reserve Chairman Jerome Powell and Treasury Secretary Janet Yellen about the pace of price appreciation in the near term.</p><p><blockquote>在最近热门的消费者价格指数通胀报告以及美联储主席杰罗姆·鲍威尔和财政部长珍妮特·耶伦对近期物价升值步伐的评论之后，华尔街可能会检查其乐观情绪。</blockquote></p><p> Yellen, who spoke to CNBC’s “Closing Bell” on Thursday, said she predictsprices could continue to rise for several more months before cooling off.</p><p><blockquote>耶伦周四在CNBC的“收盘钟声”节目中表示，她预计价格可能会继续上涨几个月，然后才会降温。</blockquote></p><p> “I’m not saying that this is a one-month phenomenon. But I think over the medium term, we’ll see inflation decline back toward normal levels,” she said. “But, of course, we have to keep a careful eye on it.”</p><p><blockquote>“我并不是说这是一个月的现象。但我认为，从中期来看，我们将看到通胀回落至正常水平，”她说。“但是，当然，我们必须密切关注它。”</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167804296","content_text":"U.S. stock indexes rose on Friday as the latest retail sales data topped economists' expectations.\nThe Dow Jones Industrial Average gained about 80 points, or 0.23%. The S&P 500 added 0.4% and the Nasdaq Composite gained 0.3%.\nJune retail and food service sales rose 0.6%, while economists surveyed by the Dow Jones had expected a 0.4% decline. Excluding autos, those sales jumped 1.3%, beating economists' estimate of a 0.4% gain.\nCyclical stocks tied to the economic recovery saw gains in early morning trading.A stabilization in bond yieldsaided this move with the 10-year Treasury yield climbing back up above 1.30%.\n“While stock market valuations appear lofty, the global economic recovery continues to surge. Strong GDP and earnings growth, supportive fiscal and monetary policy, and a recovering labor market all support an optimistic view on stocks for the remainder of the year,” said Greg Marcus, UBS Private Wealth Management managing director.\nBank of America led gains in bank stocks in premarket trading. Boeing shares edged higher. Airlines, casinos, and energy stocks inched into the green.\nThe iShares Russell 2000 ETF, containing small cap shares more reliant on the U.S. economy, gained in premarket trading.\nLive Nation’s stock rose in the premarket afterGoldman said the stock can rally nearly 40%as concerts return.\nShares of Carnival, Royal Caribbean and Norwegian each increased in early morning trading after Canada announced it wouldallow cruise ships to resume operationsin its waters starting Nov. 1, sooner than planned. Previously, the Canadian government extended its cruise ban until the end of February 2022.\nThe moves in recovery-related stocks came even amid concerns about ultra-infectious variants of the coronavirus. Los Angeles County announced Thursday it wouldrestore an indoor mask mandate, including for fully-vaccinated people, due to a rapid and sustained increase in Covid-19 cases.\nInvestors also digested strong earnings results from the first major week of second-quarter reports. Though some of the nation’s largest companies posted healthy profits and revenues amid the economic recovery, the reaction in the stock market has so far been muted.\nMorgan Stanley’s second-quarter earnings report, for example, topped analysts’ expectations Thursday, yet its shares closed just 0.18% higher.\nFor18 S&P 500 companies that beat analyst estimates for second-quarter earnings this week, the average earnings-per-share result was 18% higher than expected. But those companies saw their shares fall 0.58% on average after reporting.\nThe soft moves in reaction to corporate earnings have contributed to a lackluster week for the S&P 500, which dipped 0.2% on the week as of Thursday’s close.\nMuch of the market’s upward pressure over the last week has come from a handful of mega-cap internet and communications stocks. Apple, Netflix, Google-parent Alphabet and Microsoft are all up this week.\nWall Street may be checking its optimism in the aftermath of the recent hotconsumer price index inflation reportand commentary from both Federal Reserve Chairman Jerome Powell and Treasury Secretary Janet Yellen about the pace of price appreciation in the near term.\nYellen, who spoke to CNBC’s “Closing Bell” on Thursday, said she predictsprices could continue to rise for several more months before cooling off.\n“I’m not saying that this is a one-month phenomenon. But I think over the medium term, we’ll see inflation decline back toward normal levels,” she said. “But, of course, we have to keep a careful eye on it.”","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170772966,"gmtCreate":1626458394755,"gmtModify":1633926559403,"author":{"id":"3578739448923997","authorId":"3578739448923997","name":"lexxselrahc","avatar":"https://static.tigerbbs.com/20a54ceed78bc452d36ac799295862ce","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578739448923997","idStr":"3578739448923997"},"themes":[],"htmlText":"Definetely worth a closer inspection.&nbsp;","listText":"Definetely worth a closer inspection.&nbsp;","text":"Definetely worth a closer inspection.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170772966","repostId":"1168174427","repostType":4,"repost":{"id":"1168174427","kind":"news","pubTimestamp":1626445586,"share":"https://www.laohu8.com/m/news/1168174427?lang=zh_CN&edition=full","pubTime":"2021-07-16 22:26","market":"us","language":"en","title":"Moderna Surges to Record High as Vaccine Maker Added to S&P 500<blockquote>随着疫苗制造商加入标普500，Moderna股价飙升至历史新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1168174427","media":"Thestreet","summary":"Moderna Inc. (MRNA) shares surged to a fresh record high Friday after the vaccine maker was tipped t","content":"<p>Moderna Inc.&nbsp;(<b>MRNA</b>)&nbsp;shares surged to a fresh record high Friday after the vaccine maker was tipped to enter the S&amp;P 500 benchmark next week.</p><p><blockquote>莫德纳公司（<b>MRNA</b>）在这家疫苗制造商预计将于下周进入标普500基准后，该公司股价周五飙升至历史新高。</blockquote></p><p> Moderna will replaceAlexion Pharmaceuticals&nbsp;(<b>ALXN</b>) &nbsp;in the world's most closely-tracked index, starting at the opening bell on Wednesday July 21, following its$39 billion takeover by Britain's AstraZeneca&nbsp;(<b>AZN</b>)&nbsp;in December of last year.</p><p><blockquote>Moderna将取代Alexion制药公司（<b>ALXN</b>）在被英国阿斯利康(AstraZeneca)以390亿美元收购后，从7月21日星期三开盘开始，成为全球最受关注的指数（<b>AZN</b>）去年12月。</blockquote></p><p> Moderna shares were marked 6% higher in early trading Friday to change hands at $275.92 each, an all-time high that would extend the stock's year-to-date gain to around 165% with a market value of around $111 billion.</p><p><blockquote>Moderna股价周五早盘上涨6%，换手至每股275.92美元，创历史新高，这将使该股今年迄今的涨幅扩大至约165%，市值约为1110亿美元。</blockquote></p><p> Moderna postedstronger-than-expected first quarter earningsof $2.84 per share on May 6, with revenues rising to $1.9 billion. The drugmaker also boosted its full-year vaccine sales forecast to around $19.2 billion for the full 2021 financial year.</p><p><blockquote>Moderna 5月6日公布第一季度每股收益2.84美元，强于预期，营收增至19亿美元。该制药商还将2021财年全年疫苗销售额预测上调至约192亿美元。</blockquote></p><p> Moderna's base plan for 2021 is to produce 800 million doses of its messenger-RNA vaccine, which received emergency approval from the FDA in December of last year, with the aim of \"working hard to get as close to 1 billion doses in 2021 as we can,\" Bancel said in early May.</p><p><blockquote>Moderna 2021年的基本计划是生产8亿剂信使RNA疫苗，该疫苗于去年12月获得FDA的紧急批准，目标是“努力在2021年尽可能多地获得10亿剂疫苗”，Bancel在5月初表示。</blockquote></p><p> \"The feedback from governments around the world requesting high-efficacy mRNA vaccines and variant boosters is overwhelming. We are now actively engaged in discussions and agreements for 2022 with all of the governments we are currently supplying for 2021.\"</p><p><blockquote>“世界各国政府要求高效mRNA疫苗和变异加强剂的反馈是压倒性的。我们现在正在积极与我们目前为2021年供应的所有政府进行2022年的讨论和协议。”</blockquote></p><p> Last month, the groupformally asked the U.S. Food &amp; Drug Administrationfor emergency approval to use allow its coronavirus vaccine to be administered to teenagers over the coming months.</p><p><blockquote>上个月，该组织正式请求美国食品和药物管理局紧急批准在未来几个月内向青少年接种其冠状病毒疫苗。</blockquote></p><p> Moderna, which filed a similar request with European health authorities earlier this week, said late-stage data from its TeenCOVE study \"met its primary immunogenicity endpoint, successfully bridging immune responses to the adult vaccination' with a vaccination efficacy of 100% among the 2,500 participants. A 93% efficacy rate was also noted 14 days after the first of the vaccine's two dose regiment, Moderna said.</p><p><blockquote>Moderna本周早些时候向欧洲卫生当局提出了类似的请求，该公司表示，其TeenCOVE研究的后期数据“达到了主要免疫原性终点，成功地将免疫反应与成人疫苗接种联系起来”，在2,500名参与者中，疫苗接种功效为100%。Moderna表示，在第一次接种两剂疫苗14天后，有效率也达到了93%。</blockquote></p><p> The drugmaker is asking the FDA to issue an Emergency Use Authorization (EUA) notice that will allow its mRNA-1273 to be given to children between the ages of 12 and 18.</p><p><blockquote>该制药商要求FDA发布紧急使用授权(EUA)通知，允许其mRNA-1273用于12至18岁的儿童。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Moderna Surges to Record High as Vaccine Maker Added to S&P 500<blockquote>随着疫苗制造商加入标普500，Moderna股价飙升至历史新高</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nModerna Surges to Record High as Vaccine Maker Added to S&P 500<blockquote>随着疫苗制造商加入标普500，Moderna股价飙升至历史新高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Thestreet</strong><span class=\"h-time small\">2021-07-16 22:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Moderna Inc.&nbsp;(<b>MRNA</b>)&nbsp;shares surged to a fresh record high Friday after the vaccine maker was tipped to enter the S&amp;P 500 benchmark next week.</p><p><blockquote>莫德纳公司（<b>MRNA</b>）在这家疫苗制造商预计将于下周进入标普500基准后，该公司股价周五飙升至历史新高。</blockquote></p><p> Moderna will replaceAlexion Pharmaceuticals&nbsp;(<b>ALXN</b>) &nbsp;in the world's most closely-tracked index, starting at the opening bell on Wednesday July 21, following its$39 billion takeover by Britain's AstraZeneca&nbsp;(<b>AZN</b>)&nbsp;in December of last year.</p><p><blockquote>Moderna将取代Alexion制药公司（<b>ALXN</b>）在被英国阿斯利康(AstraZeneca)以390亿美元收购后，从7月21日星期三开盘开始，成为全球最受关注的指数（<b>AZN</b>）去年12月。</blockquote></p><p> Moderna shares were marked 6% higher in early trading Friday to change hands at $275.92 each, an all-time high that would extend the stock's year-to-date gain to around 165% with a market value of around $111 billion.</p><p><blockquote>Moderna股价周五早盘上涨6%，换手至每股275.92美元，创历史新高，这将使该股今年迄今的涨幅扩大至约165%，市值约为1110亿美元。</blockquote></p><p> Moderna postedstronger-than-expected first quarter earningsof $2.84 per share on May 6, with revenues rising to $1.9 billion. The drugmaker also boosted its full-year vaccine sales forecast to around $19.2 billion for the full 2021 financial year.</p><p><blockquote>Moderna 5月6日公布第一季度每股收益2.84美元，强于预期，营收增至19亿美元。该制药商还将2021财年全年疫苗销售额预测上调至约192亿美元。</blockquote></p><p> Moderna's base plan for 2021 is to produce 800 million doses of its messenger-RNA vaccine, which received emergency approval from the FDA in December of last year, with the aim of \"working hard to get as close to 1 billion doses in 2021 as we can,\" Bancel said in early May.</p><p><blockquote>Moderna 2021年的基本计划是生产8亿剂信使RNA疫苗，该疫苗于去年12月获得FDA的紧急批准，目标是“努力在2021年尽可能多地获得10亿剂疫苗”，Bancel在5月初表示。</blockquote></p><p> \"The feedback from governments around the world requesting high-efficacy mRNA vaccines and variant boosters is overwhelming. We are now actively engaged in discussions and agreements for 2022 with all of the governments we are currently supplying for 2021.\"</p><p><blockquote>“世界各国政府要求高效mRNA疫苗和变异加强剂的反馈是压倒性的。我们现在正在积极与我们目前为2021年供应的所有政府进行2022年的讨论和协议。”</blockquote></p><p> Last month, the groupformally asked the U.S. Food &amp; Drug Administrationfor emergency approval to use allow its coronavirus vaccine to be administered to teenagers over the coming months.</p><p><blockquote>上个月，该组织正式请求美国食品和药物管理局紧急批准在未来几个月内向青少年接种其冠状病毒疫苗。</blockquote></p><p> Moderna, which filed a similar request with European health authorities earlier this week, said late-stage data from its TeenCOVE study \"met its primary immunogenicity endpoint, successfully bridging immune responses to the adult vaccination' with a vaccination efficacy of 100% among the 2,500 participants. A 93% efficacy rate was also noted 14 days after the first of the vaccine's two dose regiment, Moderna said.</p><p><blockquote>Moderna本周早些时候向欧洲卫生当局提出了类似的请求，该公司表示，其TeenCOVE研究的后期数据“达到了主要免疫原性终点，成功地将免疫反应与成人疫苗接种联系起来”，在2,500名参与者中，疫苗接种功效为100%。Moderna表示，在第一次接种两剂疫苗14天后，有效率也达到了93%。</blockquote></p><p> The drugmaker is asking the FDA to issue an Emergency Use Authorization (EUA) notice that will allow its mRNA-1273 to be given to children between the ages of 12 and 18.</p><p><blockquote>该制药商要求FDA发布紧急使用授权(EUA)通知，允许其mRNA-1273用于12至18岁的儿童。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/moderna-surges-to-record-high-as-vaccine-maker-added-to-s-p-500\">Thestreet</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":{"ALXN":"亚力兄制药","MRNA":"Moderna, Inc.","AZN":"阿斯利康"},"source_url":"https://www.thestreet.com/investing/moderna-surges-to-record-high-as-vaccine-maker-added-to-s-p-500","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168174427","content_text":"Moderna Inc. (MRNA) shares surged to a fresh record high Friday after the vaccine maker was tipped to enter the S&P 500 benchmark next week.\nModerna will replaceAlexion Pharmaceuticals (ALXN)  in the world's most closely-tracked index, starting at the opening bell on Wednesday July 21, following its$39 billion takeover by Britain's AstraZeneca (AZN) in December of last year.\nModerna shares were marked 6% higher in early trading Friday to change hands at $275.92 each, an all-time high that would extend the stock's year-to-date gain to around 165% with a market value of around $111 billion.\nModerna postedstronger-than-expected first quarter earningsof $2.84 per share on May 6, with revenues rising to $1.9 billion. The drugmaker also boosted its full-year vaccine sales forecast to around $19.2 billion for the full 2021 financial year.\nModerna's base plan for 2021 is to produce 800 million doses of its messenger-RNA vaccine, which received emergency approval from the FDA in December of last year, with the aim of \"working hard to get as close to 1 billion doses in 2021 as we can,\" Bancel said in early May.\n\"The feedback from governments around the world requesting high-efficacy mRNA vaccines and variant boosters is overwhelming. We are now actively engaged in discussions and agreements for 2022 with all of the governments we are currently supplying for 2021.\"\nLast month, the groupformally asked the U.S. Food & Drug Administrationfor emergency approval to use allow its coronavirus vaccine to be administered to teenagers over the coming months.\nModerna, which filed a similar request with European health authorities earlier this week, said late-stage data from its TeenCOVE study \"met its primary immunogenicity endpoint, successfully bridging immune responses to the adult vaccination' with a vaccination efficacy of 100% among the 2,500 participants. A 93% efficacy rate was also noted 14 days after the first of the vaccine's two dose regiment, Moderna said.\nThe drugmaker is asking the FDA to issue an Emergency Use Authorization (EUA) notice that will allow its mRNA-1273 to be given to children between the ages of 12 and 18.","news_type":1,"symbols_score_info":{"MRNA":0.9,"ALXN":0.9,"AZN":0.9}},"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129103909,"gmtCreate":1624362769801,"gmtModify":1634007285680,"author":{"id":"3578739448923997","authorId":"3578739448923997","name":"lexxselrahc","avatar":"https://static.tigerbbs.com/20a54ceed78bc452d36ac799295862ce","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578739448923997","idStr":"3578739448923997"},"themes":[],"htmlText":"I'll be watching Apple.&nbsp;","listText":"I'll be watching Apple.&nbsp;","text":"I'll be watching Apple.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129103909","repostId":"2145056554","repostType":4,"isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114578157,"gmtCreate":1623082797679,"gmtModify":1634037123487,"author":{"id":"3578739448923997","authorId":"3578739448923997","name":"lexxselrahc","avatar":"https://static.tigerbbs.com/20a54ceed78bc452d36ac799295862ce","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578739448923997","idStr":"3578739448923997"},"themes":[],"htmlText":"Some are up. The key is to identify which would maintain for a longer term.&nbsp;","listText":"Some are up. The key is to identify which would maintain for a longer term.&nbsp;","text":"Some are up. The key is to identify which would maintain for a longer term.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/114578157","repostId":"1196162025","repostType":4,"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":113716150,"gmtCreate":1622640549170,"gmtModify":1634099691176,"author":{"id":"3578739448923997","authorId":"3578739448923997","name":"lexxselrahc","avatar":"https://static.tigerbbs.com/20a54ceed78bc452d36ac799295862ce","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578739448923997","idStr":"3578739448923997"},"themes":[],"htmlText":"Lots of upside potential in the mid to long term.&nbsp;","listText":"Lots of upside potential in the mid to long term.&nbsp;","text":"Lots of upside potential in the mid to long term.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/113716150","repostId":"1137143743","repostType":2,"repost":{"id":"1137143743","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1622622588,"share":"https://www.laohu8.com/m/news/1137143743?lang=zh_CN&edition=full","pubTime":"2021-06-02 16:29","market":"us","language":"en","title":"Cathie Wood Buys Another $1.6M In Netflix And Trims Stake In Chipmaker NXP By $14.8M<blockquote>Cathie Wood又以160万美元收购了Netflix，并将芯片制造商恩智浦的股份削减了1480万美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137143743","media":"Benzinga","summary":"Cathie Wood-led Ark Investment Management on Tuesday bought 3,182 shares, estimated to be worth abou","content":"<p>Cathie Wood-led Ark Investment Management on Tuesday bought 3,182 shares, estimated to be worth about $1.6 million, in video streaming company&nbsp;<b>Netflix Inc</b>&nbsp;on the dip.</p><p><blockquote>Cathie Wood领导的Ark Investment Management周二购买了视频流媒体公司3,182股股票，估计价值约160万美元<b>Netflix</b>在下降。</blockquote></p><p> Netflix shares, which fell as much as 1% on Tuesday,&nbsp;closed 0.74% lower at $499.08 at the end of the trading day.</p><p><blockquote>周二跌幅一度高达1%的奈飞股价在交易日收盘时收跌0.74%，报499.08美元。</blockquote></p><p> The investment firm bought the shares of the company via its&nbsp;<b>Ark Space Exploration &amp; Innovation ETF</b> and also holds shares via the&nbsp;<b>ARK Next Generation Internet ETF</b>.</p><p><blockquote>该投资公司通过其购买了该公司的股票<b>方舟太空探索与创新ETF</b>并通过<b>方舟下一代互联网ETF</b>.</blockquote></p><p> ARKX and ARKW together held 149,701 shares, worth about $75.27 million in Netflix ahead of Wednesday’s trade.</p><p><blockquote>在周三交易前，ARKX和ARKW合计持有Netflix 149,701股股票，价值约7527万美元。</blockquote></p><p> The popular investment management firm sold 71,584 shares, worth about $14.88 million, in&nbsp;<b>NXP Semiconductors N.V.</b>&nbsp;on a day when shares of the Dutch semiconductor company closed 1.6% lower at $207.91.</p><p><blockquote>这家受欢迎的投资管理公司出售了71,584股股票，价值约1,488万美元<b>恩智浦半导体公司。</b>当天，这家荷兰半导体公司的股价收盘下跌1.6%，至207.91美元。</blockquote></p><p> Ark bought the shares of the company via the&nbsp;<b>Ark Autonomous Technology &amp; Robotics ETF</b>. No other Ark ETF holds shares of the company.</p><p><blockquote>Ark通过<b>Ark自主技术与机器人ETF</b>.没有其他Ark ETF持有该公司股票。</blockquote></p><p> NXP Semiconductors is among other chipmakers that find themselves in the middle of a chip shortage that has left global automakers and other electronics manufacturers&nbsp;scrambling for supplies.</p><p><blockquote>恩智浦半导体是其他芯片制造商之一，他们发现自己正处于芯片短缺之中，这使得全球汽车制造商和其他电子制造商争先恐后地争夺供应。</blockquote></p><p> ARKQ held 526,985 shares, worth about $111.42 million, in NXP Semiconductors, ahead of Wednesday’s trade.&nbsp;Ark Invest had lastsoldshares in NXP Semiconductors on March 27.</p><p><blockquote>在周三交易之前，ARKQ持有恩智浦半导体526,985股，价值约1.1142亿美元。Ark Invest于3月27日最后出售了恩智浦半导体的股票。</blockquote></p><p> Some of the other key Ark Invest sells on Tuesday included&nbsp;<b>Pinduoduo Inc</b> and buys included&nbsp;<b>Vuzix Corp</b>&nbsp;and the SPAC&nbsp;<b>Jaws Spitfire Acquisition Corp.</b></p><p><blockquote>Ark Invest周二出售的其他一些关键产品包括<b>拼多多公司</b>并包括购买<b>Vuzix公司</b>和SPAC<b>大白鲨喷火收购公司。</b></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>Cathie Wood Buys Another $1.6M In Netflix And Trims Stake In Chipmaker NXP By $14.8M<blockquote>Cathie Wood又以160万美元收购了Netflix，并将芯片制造商恩智浦的股份削减了1480万美元</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Buys Another $1.6M In Netflix And Trims Stake In Chipmaker NXP By $14.8M<blockquote>Cathie Wood又以160万美元收购了Netflix，并将芯片制造商恩智浦的股份削减了1480万美元</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 </p>\n<p class=\"h-time smaller\">2021-06-02 16:29</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Cathie Wood-led Ark Investment Management on Tuesday bought 3,182 shares, estimated to be worth about $1.6 million, in video streaming company&nbsp;<b>Netflix Inc</b>&nbsp;on the dip.</p><p><blockquote>Cathie Wood领导的Ark Investment Management周二购买了视频流媒体公司3,182股股票，估计价值约160万美元<b>Netflix</b>在下降。</blockquote></p><p> Netflix shares, which fell as much as 1% on Tuesday,&nbsp;closed 0.74% lower at $499.08 at the end of the trading day.</p><p><blockquote>周二跌幅一度高达1%的奈飞股价在交易日收盘时收跌0.74%，报499.08美元。</blockquote></p><p> The investment firm bought the shares of the company via its&nbsp;<b>Ark Space Exploration &amp; Innovation ETF</b> and also holds shares via the&nbsp;<b>ARK Next Generation Internet ETF</b>.</p><p><blockquote>该投资公司通过其购买了该公司的股票<b>方舟太空探索与创新ETF</b>并通过<b>方舟下一代互联网ETF</b>.</blockquote></p><p> ARKX and ARKW together held 149,701 shares, worth about $75.27 million in Netflix ahead of Wednesday’s trade.</p><p><blockquote>在周三交易前，ARKX和ARKW合计持有Netflix 149,701股股票，价值约7527万美元。</blockquote></p><p> The popular investment management firm sold 71,584 shares, worth about $14.88 million, in&nbsp;<b>NXP Semiconductors N.V.</b>&nbsp;on a day when shares of the Dutch semiconductor company closed 1.6% lower at $207.91.</p><p><blockquote>这家受欢迎的投资管理公司出售了71,584股股票，价值约1,488万美元<b>恩智浦半导体公司。</b>当天，这家荷兰半导体公司的股价收盘下跌1.6%，至207.91美元。</blockquote></p><p> Ark bought the shares of the company via the&nbsp;<b>Ark Autonomous Technology &amp; Robotics ETF</b>. No other Ark ETF holds shares of the company.</p><p><blockquote>Ark通过<b>Ark自主技术与机器人ETF</b>.没有其他Ark ETF持有该公司股票。</blockquote></p><p> NXP Semiconductors is among other chipmakers that find themselves in the middle of a chip shortage that has left global automakers and other electronics manufacturers&nbsp;scrambling for supplies.</p><p><blockquote>恩智浦半导体是其他芯片制造商之一，他们发现自己正处于芯片短缺之中，这使得全球汽车制造商和其他电子制造商争先恐后地争夺供应。</blockquote></p><p> ARKQ held 526,985 shares, worth about $111.42 million, in NXP Semiconductors, ahead of Wednesday’s trade.&nbsp;Ark Invest had lastsoldshares in NXP Semiconductors on March 27.</p><p><blockquote>在周三交易之前，ARKQ持有恩智浦半导体526,985股，价值约1.1142亿美元。Ark Invest于3月27日最后出售了恩智浦半导体的股票。</blockquote></p><p> Some of the other key Ark Invest sells on Tuesday included&nbsp;<b>Pinduoduo Inc</b> and buys included&nbsp;<b>Vuzix Corp</b>&nbsp;and the SPAC&nbsp;<b>Jaws Spitfire Acquisition Corp.</b></p><p><blockquote>Ark Invest周二出售的其他一些关键产品包括<b>拼多多公司</b>并包括购买<b>Vuzix公司</b>和SPAC<b>大白鲨喷火收购公司。</b></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKQ":"ARK Autonomous Technology & Robotics ETF","NFLX":"奈飞","NXPI":"恩智浦","ARKX":"ARK Space Exploration & Innovation ETF","ARKW":"ARK Next Generation Internet ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137143743","content_text":"Cathie Wood-led Ark Investment Management on Tuesday bought 3,182 shares, estimated to be worth about $1.6 million, in video streaming company Netflix Inc on the dip.\nNetflix shares, which fell as much as 1% on Tuesday, closed 0.74% lower at $499.08 at the end of the trading day.\nThe investment firm bought the shares of the company via its Ark Space Exploration & Innovation ETF and also holds shares via the ARK Next Generation Internet ETF.\nARKX and ARKW together held 149,701 shares, worth about $75.27 million in Netflix ahead of Wednesday’s trade.\nThe popular investment management firm sold 71,584 shares, worth about $14.88 million, in NXP Semiconductors N.V. on a day when shares of the Dutch semiconductor company closed 1.6% lower at $207.91.\nArk bought the shares of the company via the Ark Autonomous Technology & Robotics ETF. No other Ark ETF holds shares of the company.\nNXP Semiconductors is among other chipmakers that find themselves in the middle of a chip shortage that has left global automakers and other electronics manufacturers scrambling for supplies.\nARKQ held 526,985 shares, worth about $111.42 million, in NXP Semiconductors, ahead of Wednesday’s trade. Ark Invest had lastsoldshares in NXP Semiconductors on March 27.\nSome of the other key Ark Invest sells on Tuesday included Pinduoduo Inc and buys included Vuzix Corp and the SPAC Jaws Spitfire Acquisition Corp.","news_type":1,"symbols_score_info":{"NFLX":0.9,"ARKW":0.9,"ARKX":0.9,"ARKQ":0.9,"NXPI":0.9}},"isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834483352,"gmtCreate":1629818783076,"gmtModify":1633682205073,"author":{"id":"3578739448923997","authorId":"3578739448923997","name":"lexxselrahc","avatar":"https://static.tigerbbs.com/20a54ceed78bc452d36ac799295862ce","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578739448923997","idStr":"3578739448923997"},"themes":[],"htmlText":"JD","listText":"JD","text":"JD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/834483352","repostId":"1189203464","repostType":4,"isVote":1,"tweetType":1,"viewCount":1349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890862871,"gmtCreate":1628092621093,"gmtModify":1633753646518,"author":{"id":"3578739448923997","authorId":"3578739448923997","name":"lexxselrahc","avatar":"https://static.tigerbbs.com/20a54ceed78bc452d36ac799295862ce","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578739448923997","idStr":"3578739448923997"},"themes":[],"htmlText":"Won't see it bringing up the stock price by much.&nbsp;","listText":"Won't see it bringing up the stock price by much.&nbsp;","text":"Won't see it bringing up the stock price by much.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/890862871","repostId":"2155975433","repostType":2,"isVote":1,"tweetType":1,"viewCount":819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809605972,"gmtCreate":1627362564396,"gmtModify":1631884162841,"author":{"id":"3578739448923997","authorId":"3578739448923997","name":"lexxselrahc","avatar":"https://static.tigerbbs.com/20a54ceed78bc452d36ac799295862ce","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578739448923997","idStr":"3578739448923997"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NKE\">$Nike(NKE)$</a>some analyst says they are undervalued. I think it's already pushing upper limits.&nbsp;","listText":"<a href=\"https://laohu8.com/S/NKE\">$Nike(NKE)$</a>some analyst says they are undervalued. I think it's already pushing upper limits.&nbsp;","text":"$Nike(NKE)$some analyst says they are undervalued. I think it's already pushing upper limits.","images":[{"img":"https://static.tigerbbs.com/baa6b206d66c392a86c29bdfeb1ccfbe","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809605972","isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}