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S土豪熊貓G

S土豪熊貓G

Money On the Table- Grab & Run

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2022-11-22

Tiger

Nvidia: It May Get Worse Before It Gets Better<blockquote>英伟达：情况可能会在好转之前变得更糟</blockquote>

2022-11-22

Tiger

Nvidia: It May Get Worse Before It Gets Better<blockquote>英伟达：情况可能会在好转之前变得更糟</blockquote>

2022-10-17

Wow

Bank of America Tops Estimates on Better-Than-Expected Bond Trading, Higher Interest Rates<blockquote>美国银行因债券交易好于预期和利率上升而超出预期</blockquote>

2022-10-17

Wow

Bank of America Tops Estimates on Better-Than-Expected Bond Trading, Higher Interest Rates<blockquote>美国银行因债券交易好于预期和利率上升而超出预期</blockquote>

2022-10-17

Tiger

Bank of New York Mellon Non-GAAP EPS of $1.21 Beats By $0.13, Revenue of $4.28B Beats By $80M<blockquote>纽约梅隆银行非 GAAP 每股收益为 1.21 美元，超过预期为 0.13 美元，收入为 4.28B 美元，超过预期为 8000 万美元</blockquote>

2022-10-15

Long,

抱歉，原内容已删除

2022-08-15

Tiger long

抱歉，原内容已删除

2022-08-09

Tiger long live

Nvidia: Execution Issues Surfacing Again With Its Downcast Q2 Guidance<blockquote>英伟达：随着第二季度指引下调，执行问题再次出现</blockquote>

2022-08-09

Tiger long!

Nvidia: Execution Issues Surfacing Again With Its Downcast Q2 Guidance<blockquote>英伟达：随着第二季度指引下调，执行问题再次出现</blockquote>

2022-07-26

$20soon

2021-12-18

Buy Long? Any comments?

1 Unstoppable Stock to Buy Before 2022<blockquote>2022 年之前值得购买的 1 只势不可挡的股票</blockquote>

2021-12-17

Fools again

抱歉，原内容已删除

2021-12-16

Lucid buy along! Will not regret.

EV stocks soared in premarket trading, with Canoe jumping over 5%,and Rivian,Tesla,Lucid,Xpeng jumping over 2%<blockquote>电动汽车股在盘前交易中飙升，Canoe 上涨超过 5%，Rivian、Tesla、Lucid、Xpeng 上涨超过 2%</blockquote>

2021-12-16

Elon Musk plot?

Tesla Bags Top-Rated EV Badge From Edmunds, Rivian Gets Editor's Choice Crown<blockquote>特斯拉获得埃德蒙兹颁发的顶级电动汽车徽章，Rivian获得编辑之选桂冠</blockquote>

2021-12-15

Cut losses?

Cathie Wood's Ark Has Nearly Exited Its Boeing Position<blockquote>凯西·伍德的方舟几乎退出了波音的职位</blockquote>

2021-12-13

Always Apple, Always Healthy

Apple rose 1% in premarket trading,with its market value reaching nearly 3 trillion dollars<blockquote>苹果在盘前交易中上涨1%，其市值达到近3万亿美元</blockquote>

2021-12-12

Beware!

抱歉，原内容已删除

2021-12-11

There goes alibaba empty handed. 40 Thieves snatch it!

抱歉，原内容已删除

2021-12-10

Buy!

Some vaccine stocks dropped in premarket trading<blockquote>部分疫苗股盘前交易下跌</blockquote>

2021-12-09

So many mene stocks?

Meme stocks jumped in morning trading<blockquote>Meme 股票在早盘交易中上涨</blockquote>

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21:31","market":"us","language":"en","title":"Nvidia: It May Get Worse Before It Gets Better<blockquote>英伟达：情况可能会在好转之前变得更糟</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1182336458","media":"Seeking Alpha","summary":"SummaryThe PC market can be expected to remain weak in the short term.This will likely affect Nvidia","content":"<p><html><head></head><body><h2>Summary</h2><ul><li>The PC market can be expected to remain weak in the short term.</li><li>This will likely affect Nvidia’s Gaming business negatively.</li><li>Nvidia’s FQ4’23 outlook is not great.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d020e08bf3cf0cb864b05732bdbe77f1\" tg-width=\"1080\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>Justin Sullivan</span></p><p><blockquote><html><head></head><body><h2>总结</h2><ul><li>预计个人电脑市场短期内仍将疲软。</li><li>这可能会对英伟达的游戏业务产生负面影响。</li><li>英伟达 2023 年第四季度的前景并不乐观。</li></ul><p class=\"t-img-caption\"><span>贾斯汀·沙利文</span></p></body></html></blockquote></p><p>Nvidia&#39;s (NASDAQ:NVDA) top line growth expectedly turned negative in the third fiscal quarter of FY 2023 due to a massive decline in the company’s Gaming business. Although Nvidia managed to beat top line expectations, the chip maker islikely to see more pressure on its top line in the coming quarters as demand for consumer electronics products can be expected to remain weak. While I like Nvidia’s product portfolio and especially the momentum in the Data Center business, I believe the stock is going to re-test its lows!</p><p><blockquote>英伟达（纳斯达克股票代码：NVDA）的营收增长预计将在 2023 财年第三财季转为负增长，原因是该公司游戏业务大幅下滑。尽管英伟达成功超出了营收预期，但由于消费电子产品的需求预计将保持疲软，这家芯片制造商在未来几个季度的营收可能会面临更大压力。虽然我喜欢英伟达的产品组合，尤其是数据中心业务的发展势头，但我相信该股将重新测试低点!</blockquote></p><p><h2>Nvidia beats low FQ3’23 revenue estimates</h2>Nvidia issued a depressing revenue forecast for FQ3’23 (the quarter that ended on October 30, 2022) in August which called for revenues of $5.90B, plus or minus $118M. Last week, Nvidia reported revenues of $5.93B for FQ3’23 which was better than the low-end of the forecast and better than the average prediction of $5.81B. Nvidia missed on earnings, however.</p><p><blockquote><h2>Nvidia 低于 2023 年第三季度收入预期</h2>英伟达在 8 月份发布了令人沮丧的 2023 年第三季度（截至 2022 年 10 月 30 日的季度）营收预测，营收为 59 亿美元，上下浮动 1.18 亿美元。上周，Nvidia 公布的 2023 年第三季度营收为 59.3 亿美元，好于预测的下限，也好于平均预测的 58.1 亿美元。然而，英伟达未能实现盈利。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/99a0088c029410f975154573bfb21d27\" tg-width=\"640\" tg-height=\"231\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha: Nvidia FQ3&#39;23 Results</span></p><p><blockquote><p class=\"t-img-caption\"><span>寻求阿尔法：Nvidia 2023 年第三季度业绩</span></p></blockquote></p><p><h2>Gaming struggled, Data Centers Gained</h2>Nvidia generated total revenues of $5.93B in FQ3&#39;23, showing a decline of 17% year over year, largely because the Gaming business continued to struggle. After seeing a 44% quarter over quarter top line drop in the previous quarter, Nvidia’s Gaming segment reported another 23% sequential decline in revenues due to weakening consumer demand, high inventory levels in the industry and pressure on selling prices.</p><p><blockquote><h2>游戏陷入困境，数据中心受益</h2>Nvidia 在 23 年第三季度的总收入为 5.93B 美元，同比下降 17%，主要是因为游戏业务持续陷入困境。在上一季度营收环比下降 44% 之后，由于消费者需求疲软、行业库存水平高以及销售价格压力，英伟达游戏部门的收入又连续下降了 23%。</blockquote></p><p>The Gaming segment generated $1.57B in revenues in FQ3’23, showing a decline of 51% year over year and the lowest total revenue amount in years. Part of the problem for Nvidia are high inventory levels in the PC industry, which negatively affects product pricing.</p><p><blockquote>2023 年第三季度，游戏部门的收入为 15.7 亿美元，同比下降 51%，是多年来最低的总收入。英伟达的部分问题是个人电脑行业的高库存水平，这对产品定价产生了负面影响。</blockquote></p><p>Gaming was the largest revenue contributing segment for Nvidia in the year-earlier period and it exceeded the Data Center business by a considerable margin. Nvidia generated $3.2B in Gaming revenues in FQ3’22 (the year-earlier quarter) due to strong GPU demand from gamers compared to $2.9B in Data Centers. In FQ3’23, Nvidia’s Data Center business generated $3.8B in revenues, more than 2.4 times as much as the Gaming business brought in.</p><p><blockquote>游戏是英伟达去年同期最大的收入贡献部门，远远超过数据中心业务。由于游戏玩家对 GPU 的强劲需求，Nvidia 在 2022 年第三季度（去年同期）创造了 32 亿美元的游戏收入，而数据中心的收入为 29 亿美元。2023 年第三季度，英伟达的数据中心业务创造了 38 亿美元的收入，是游戏业务的 2.4 倍多。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f80ec6c0c2d29a5ef8bb9ff945a0bacd\" tg-width=\"640\" tg-height=\"301\" width=\"100%\" height=\"auto\"/><span>Nvidia: Revenue Trend</span></p><p><blockquote><p class=\"t-img-caption\"><span>英伟达：收入趋势</span></p></blockquote></p><p>The Data Center business kept performing very well for Nvidia and it remains a bright spot for the chip maker going forward. Data Center revenues soared 31% year over year to $3.83B due to strong adoption of Nvidia’s server solutions by corporate clients. Nvidia also secured a big win in November by entering into a multi-year agreement with software company Microsoft (MSFT) to build a new supercomputer. Microsoft’s Azure will be the “first public cloud to incorporate NVIDIA’s advanced AI stack” which would further enhance Nvidia’s position as a leader of full stack artificial intelligence applications.</p><p><blockquote>英伟达的数据中心业务一直表现良好，仍然是这家芯片制造商未来的一个亮点。由于企业客户大力采用英伟达的服务器解决方案，数据中心收入同比飙升 31%，达到 38.3 亿美元。Nvidia 还在 11 月与软件公司微软 (MSFT) 签订了一项多年协议，建造一台新的超级计算机，从而取得了重大胜利。微软的 Azure 将成为 “第一个整合 Nvidia 高级人工智能堆栈的公共云”，这将进一步巩固 Nvidia 作为全栈人工智能应用领导者的地位。</blockquote></p><p><h2>The PC market decline is in a cyclical decline and it is a problem for Nvidia</h2>The GPU demand surge in FY 2021 resulted in record prices for graphic cards which helped Nvidia report record financial results as well. However, the PC market has seen a significant slowdown this year and it is driving a normalization in Nvidia’s Gaming business. Consumers upgraded their PC equipment during the pandemic to prepare for remote working and studying, but now demand for new PC shipments is dropping off sharply.</p><p><blockquote><h2>个人电脑市场的下滑正处于周期性下滑，这对英伟达来说是个问题</h2>2021财年GPU需求激增导致显卡价格创历史新高，这也帮助英伟达报告了创纪录的财务业绩。然而，今年 PC 市场明显放缓，这正在推动 Nvidia 游戏业务的正常化。消费者在疫情期间升级了他们的PC设备，为远程工作和学习做准备，但现在对新PC出货量的需求急剧下降。</blockquote></p><p>Consulting firm Gartner recently estimated that global shipments of PCs declined 19.5% in the third-quarter which marked an acceleration of the market’s decline: in the second-quarter, Gartner calculated a decline in global PC shipments of 12.6%. Intel also heavily down-graded its forecast for the last quarter of the year due to the forcefulness of the down-turn, indicating that the market has not yet bottomed… and this means that Nvidia’s top line will continue to be at risk in the next two or three quarters.</p><p><blockquote>咨询公司 Gartner 最近估计，第三季度全球 PC 出货量下降了 19.5%，这标志着市场的下滑速度加快： 第二季度，Gartner 计算出全球 PC 出货量下降了 12.6%。由于下滑势头强劲，英特尔还大幅下调了今年最后一个季度的预测，表明市场尚未触底.这意味着英伟达的营收在未来两三个季度将继续面临风险。</blockquote></p><p><h2>Nvidia’s outlook for FQ4’23</h2>The outlook for the current fiscal quarter is not great either. The chip maker said it sees revenues of $6.0B, plus or minus 2% while its non-GAAP gross margin is expected to be 66%, plus or minus 50 basis points. Based off of Nvidia&#39;s guidance, the chip maker could actually see a quarter over quarter increase of up to 3%.</p><p><blockquote><h2>Nvidia 对 2023 年第四季度的展望</h2>当前财政季度的前景也不容乐观。这家芯片制造商表示，预计收入为 $6.0B，上下浮动 2%，而非 GAAP 毛利率预计为 66%，上下浮动 50 个基点。根据英伟达的指导，这家芯片制造商实际上可能会看到高达 3% 的环比增长。</blockquote></p><p></p><p><h2>Nvidia’s valuation</h2>Nvidia’s revenue estimates for this year and next year have started to drop sharply after the chip maker issued a profit warning last quarter. The expectation is now for 0% revenue growth this year and only 12% in the following year.</p><p><blockquote><h2>英伟达的估值</h2>在芯片制造商英伟达上季度发布盈利预警后，英伟达今明两年的营收预期开始大幅下降。目前预计今年收入增长0%，明年仅为12%。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/92afef56d4a5d231562911c35f3785f9\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p>I prefer AMD (AMD) over Nvidia right now due to AMD’s strong execution in the server market, strong product line-up with its new EPYC processors hitting the market soon and a more compelling valuation relative to Nvidia. AMD&#39;s valuation is much more attractive than Nvidia&#39;s based off of P/S and P/E...</p><p><blockquote>比起英伟达，我现在更喜欢 AMD（AMD），因为 AMD 在服务器市场的执行力很强，其新的 EPYC 处理器即将上市，而且相对于英伟达，AMD 的估值更具吸引力。基于市盈率和市盈率，AMD的估值比英伟达更具吸引力……</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb7f075ba7a2fcb661488f1be7a04de4\" tg-width=\"635\" tg-height=\"481\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p><h2>Risks with Nvidia</h2>The most obvious commercial risk for Nvidia is a continual slowdown in the Gaming business which has already been responsible for driving a painful revaluation of Nvidia’s shares to the down-side this year. Should the PC market continue to decelerate, then chip makers will continue to be faced with weakening demand in their consumer-facing businesses. A down-trend in estimates also poses a risk for companies like Nvidia.</p><p><blockquote><h2>英伟达的风险</h2>对 Nvidia 来说，最明显的商业风险是游戏业务的持续放缓，而游戏业务已经导致今年 Nvidia 股价痛苦地重估。如果个人电脑市场继续放缓，那么芯片制造商将继续面临面向消费者的业务需求疲软的问题。估值的下降趋势也给英伟达等公司带来了风险。</blockquote></p><p><h2>Final thoughts</h2>Nvidia’s FQ3’23 results were expectedly not great and the outlook for FQ4’23 could have been worse. But that doesn’t mean that Nvidia is a buy. I believe the PC market will likely remain weak for the foreseeable future as the downturn accelerated in the third-quarter and high inventory levels continue to pose a risk to product pricing. While I like Nvidia’s product portfolio, momentum in Data Centers and recently announced collaboration with Microsoft, I believe shares of Nvidia are going to re-test their lows around $108 in the coming months. Weakening sector fundamentals and a light outlook for FQ4’23 strongly indicate that things could get worse for Nvidia before they get better!</p><p><blockquote><h2>最后的想法</h2>Nvidia 第三季度 23 年的业绩不出所料，第四季度 23 年的前景可能会更糟。但这并不意味着英伟达值得买入。我认为，在可预见的未来，个人电脑市场可能会保持疲软，因为第三季度下滑加速，高库存水平继续对产品定价构成风险。虽然我喜欢英伟达的产品组合、数据中心的发展势头以及最近宣布的与微软的合作，但我相信英伟达的股价将在未来几个月内重新测试 108 美元左右的低点。行业基本面的疲软和 2023 年第四季度的光明前景强烈表明，英伟达的情况在好转之前可能会变得更糟!</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: It May Get Worse Before It Gets Better<blockquote>英伟达：情况可能会在好转之前变得更糟</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\">\nNvidia: It May Get Worse Before It Gets Better<blockquote>英伟达：情况可能会在好转之前变得更糟</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2022-11-22 21:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><h2>Summary</h2><ul><li>The PC market can be expected to remain weak in the short term.</li><li>This will likely affect Nvidia’s Gaming business negatively.</li><li>Nvidia’s FQ4’23 outlook is not great.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d020e08bf3cf0cb864b05732bdbe77f1\" tg-width=\"1080\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>Justin Sullivan</span></p><p><blockquote><html><head></head><body><h2>总结</h2><ul><li>预计个人电脑市场短期内仍将疲软。</li><li>这可能会对英伟达的游戏业务产生负面影响。</li><li>英伟达 2023 年第四季度的前景并不乐观。</li></ul><p class=\"t-img-caption\"><span>贾斯汀·沙利文</span></p></body></html></blockquote></p><p>Nvidia&#39;s (NASDAQ:NVDA) top line growth expectedly turned negative in the third fiscal quarter of FY 2023 due to a massive decline in the company’s Gaming business. Although Nvidia managed to beat top line expectations, the chip maker islikely to see more pressure on its top line in the coming quarters as demand for consumer electronics products can be expected to remain weak. While I like Nvidia’s product portfolio and especially the momentum in the Data Center business, I believe the stock is going to re-test its lows!</p><p><blockquote>英伟达（纳斯达克股票代码：NVDA）的营收增长预计将在 2023 财年第三财季转为负增长，原因是该公司游戏业务大幅下滑。尽管英伟达成功超出了营收预期，但由于消费电子产品的需求预计将保持疲软，这家芯片制造商在未来几个季度的营收可能会面临更大压力。虽然我喜欢英伟达的产品组合，尤其是数据中心业务的发展势头，但我相信该股将重新测试低点!</blockquote></p><p><h2>Nvidia beats low FQ3’23 revenue estimates</h2>Nvidia issued a depressing revenue forecast for FQ3’23 (the quarter that ended on October 30, 2022) in August which called for revenues of $5.90B, plus or minus $118M. Last week, Nvidia reported revenues of $5.93B for FQ3’23 which was better than the low-end of the forecast and better than the average prediction of $5.81B. Nvidia missed on earnings, however.</p><p><blockquote><h2>Nvidia 低于 2023 年第三季度收入预期</h2>英伟达在 8 月份发布了令人沮丧的 2023 年第三季度（截至 2022 年 10 月 30 日的季度）营收预测，营收为 59 亿美元，上下浮动 1.18 亿美元。上周，Nvidia 公布的 2023 年第三季度营收为 59.3 亿美元，好于预测的下限，也好于平均预测的 58.1 亿美元。然而，英伟达未能实现盈利。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/99a0088c029410f975154573bfb21d27\" tg-width=\"640\" tg-height=\"231\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha: Nvidia FQ3&#39;23 Results</span></p><p><blockquote><p class=\"t-img-caption\"><span>寻求阿尔法：Nvidia 2023 年第三季度业绩</span></p></blockquote></p><p><h2>Gaming struggled, Data Centers Gained</h2>Nvidia generated total revenues of $5.93B in FQ3&#39;23, showing a decline of 17% year over year, largely because the Gaming business continued to struggle. After seeing a 44% quarter over quarter top line drop in the previous quarter, Nvidia’s Gaming segment reported another 23% sequential decline in revenues due to weakening consumer demand, high inventory levels in the industry and pressure on selling prices.</p><p><blockquote><h2>游戏陷入困境，数据中心受益</h2>Nvidia 在 23 年第三季度的总收入为 5.93B 美元，同比下降 17%，主要是因为游戏业务持续陷入困境。在上一季度营收环比下降 44% 之后，由于消费者需求疲软、行业库存水平高以及销售价格压力，英伟达游戏部门的收入又连续下降了 23%。</blockquote></p><p>The Gaming segment generated $1.57B in revenues in FQ3’23, showing a decline of 51% year over year and the lowest total revenue amount in years. Part of the problem for Nvidia are high inventory levels in the PC industry, which negatively affects product pricing.</p><p><blockquote>2023 年第三季度，游戏部门的收入为 15.7 亿美元，同比下降 51%，是多年来最低的总收入。英伟达的部分问题是个人电脑行业的高库存水平，这对产品定价产生了负面影响。</blockquote></p><p>Gaming was the largest revenue contributing segment for Nvidia in the year-earlier period and it exceeded the Data Center business by a considerable margin. Nvidia generated $3.2B in Gaming revenues in FQ3’22 (the year-earlier quarter) due to strong GPU demand from gamers compared to $2.9B in Data Centers. In FQ3’23, Nvidia’s Data Center business generated $3.8B in revenues, more than 2.4 times as much as the Gaming business brought in.</p><p><blockquote>游戏是英伟达去年同期最大的收入贡献部门，远远超过数据中心业务。由于游戏玩家对 GPU 的强劲需求，Nvidia 在 2022 年第三季度（去年同期）创造了 32 亿美元的游戏收入，而数据中心的收入为 29 亿美元。2023 年第三季度，英伟达的数据中心业务创造了 38 亿美元的收入，是游戏业务的 2.4 倍多。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f80ec6c0c2d29a5ef8bb9ff945a0bacd\" tg-width=\"640\" tg-height=\"301\" width=\"100%\" height=\"auto\"/><span>Nvidia: Revenue Trend</span></p><p><blockquote><p class=\"t-img-caption\"><span>英伟达：收入趋势</span></p></blockquote></p><p>The Data Center business kept performing very well for Nvidia and it remains a bright spot for the chip maker going forward. Data Center revenues soared 31% year over year to $3.83B due to strong adoption of Nvidia’s server solutions by corporate clients. Nvidia also secured a big win in November by entering into a multi-year agreement with software company Microsoft (MSFT) to build a new supercomputer. Microsoft’s Azure will be the “first public cloud to incorporate NVIDIA’s advanced AI stack” which would further enhance Nvidia’s position as a leader of full stack artificial intelligence applications.</p><p><blockquote>英伟达的数据中心业务一直表现良好，仍然是这家芯片制造商未来的一个亮点。由于企业客户大力采用英伟达的服务器解决方案，数据中心收入同比飙升 31%，达到 38.3 亿美元。Nvidia 还在 11 月与软件公司微软 (MSFT) 签订了一项多年协议，建造一台新的超级计算机，从而取得了重大胜利。微软的 Azure 将成为 “第一个整合 Nvidia 高级人工智能堆栈的公共云”，这将进一步巩固 Nvidia 作为全栈人工智能应用领导者的地位。</blockquote></p><p><h2>The PC market decline is in a cyclical decline and it is a problem for Nvidia</h2>The GPU demand surge in FY 2021 resulted in record prices for graphic cards which helped Nvidia report record financial results as well. However, the PC market has seen a significant slowdown this year and it is driving a normalization in Nvidia’s Gaming business. Consumers upgraded their PC equipment during the pandemic to prepare for remote working and studying, but now demand for new PC shipments is dropping off sharply.</p><p><blockquote><h2>个人电脑市场的下滑正处于周期性下滑，这对英伟达来说是个问题</h2>2021财年GPU需求激增导致显卡价格创历史新高，这也帮助英伟达报告了创纪录的财务业绩。然而，今年 PC 市场明显放缓，这正在推动 Nvidia 游戏业务的正常化。消费者在疫情期间升级了他们的PC设备，为远程工作和学习做准备，但现在对新PC出货量的需求急剧下降。</blockquote></p><p>Consulting firm Gartner recently estimated that global shipments of PCs declined 19.5% in the third-quarter which marked an acceleration of the market’s decline: in the second-quarter, Gartner calculated a decline in global PC shipments of 12.6%. Intel also heavily down-graded its forecast for the last quarter of the year due to the forcefulness of the down-turn, indicating that the market has not yet bottomed… and this means that Nvidia’s top line will continue to be at risk in the next two or three quarters.</p><p><blockquote>咨询公司 Gartner 最近估计，第三季度全球 PC 出货量下降了 19.5%，这标志着市场的下滑速度加快： 第二季度，Gartner 计算出全球 PC 出货量下降了 12.6%。由于下滑势头强劲，英特尔还大幅下调了今年最后一个季度的预测，表明市场尚未触底.这意味着英伟达的营收在未来两三个季度将继续面临风险。</blockquote></p><p><h2>Nvidia’s outlook for FQ4’23</h2>The outlook for the current fiscal quarter is not great either. The chip maker said it sees revenues of $6.0B, plus or minus 2% while its non-GAAP gross margin is expected to be 66%, plus or minus 50 basis points. Based off of Nvidia&#39;s guidance, the chip maker could actually see a quarter over quarter increase of up to 3%.</p><p><blockquote><h2>Nvidia 对 2023 年第四季度的展望</h2>当前财政季度的前景也不容乐观。这家芯片制造商表示，预计收入为 $6.0B，上下浮动 2%，而非 GAAP 毛利率预计为 66%，上下浮动 50 个基点。根据英伟达的指导，这家芯片制造商实际上可能会看到高达 3% 的环比增长。</blockquote></p><p></p><p><h2>Nvidia’s valuation</h2>Nvidia’s revenue estimates for this year and next year have started to drop sharply after the chip maker issued a profit warning last quarter. The expectation is now for 0% revenue growth this year and only 12% in the following year.</p><p><blockquote><h2>英伟达的估值</h2>在芯片制造商英伟达上季度发布盈利预警后，英伟达今明两年的营收预期开始大幅下降。目前预计今年收入增长0%，明年仅为12%。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/92afef56d4a5d231562911c35f3785f9\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p>I prefer AMD (AMD) over Nvidia right now due to AMD’s strong execution in the server market, strong product line-up with its new EPYC processors hitting the market soon and a more compelling valuation relative to Nvidia. AMD&#39;s valuation is much more attractive than Nvidia&#39;s based off of P/S and P/E...</p><p><blockquote>比起英伟达，我现在更喜欢 AMD（AMD），因为 AMD 在服务器市场的执行力很强，其新的 EPYC 处理器即将上市，而且相对于英伟达，AMD 的估值更具吸引力。基于市盈率和市盈率，AMD的估值比英伟达更具吸引力……</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb7f075ba7a2fcb661488f1be7a04de4\" tg-width=\"635\" tg-height=\"481\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p><h2>Risks with Nvidia</h2>The most obvious commercial risk for Nvidia is a continual slowdown in the Gaming business which has already been responsible for driving a painful revaluation of Nvidia’s shares to the down-side this year. Should the PC market continue to decelerate, then chip makers will continue to be faced with weakening demand in their consumer-facing businesses. A down-trend in estimates also poses a risk for companies like Nvidia.</p><p><blockquote><h2>英伟达的风险</h2>对 Nvidia 来说，最明显的商业风险是游戏业务的持续放缓，而游戏业务已经导致今年 Nvidia 股价痛苦地重估。如果个人电脑市场继续放缓，那么芯片制造商将继续面临面向消费者的业务需求疲软的问题。估值的下降趋势也给英伟达等公司带来了风险。</blockquote></p><p><h2>Final thoughts</h2>Nvidia’s FQ3’23 results were expectedly not great and the outlook for FQ4’23 could have been worse. But that doesn’t mean that Nvidia is a buy. I believe the PC market will likely remain weak for the foreseeable future as the downturn accelerated in the third-quarter and high inventory levels continue to pose a risk to product pricing. While I like Nvidia’s product portfolio, momentum in Data Centers and recently announced collaboration with Microsoft, I believe shares of Nvidia are going to re-test their lows around $108 in the coming months. Weakening sector fundamentals and a light outlook for FQ4’23 strongly indicate that things could get worse for Nvidia before they get better!</p><p><blockquote><h2>最后的想法</h2>Nvidia 第三季度 23 年的业绩不出所料，第四季度 23 年的前景可能会更糟。但这并不意味着英伟达值得买入。我认为，在可预见的未来，个人电脑市场可能会保持疲软，因为第三季度下滑加速，高库存水平继续对产品定价构成风险。虽然我喜欢英伟达的产品组合、数据中心的发展势头以及最近宣布的与微软的合作，但我相信英伟达的股价将在未来几个月内重新测试 108 美元左右的低点。行业基本面的疲软和 2023 年第四季度的光明前景强烈表明，英伟达的情况在好转之前可能会变得更糟!</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4559700-nvidia-may-get-worse-before-it-gets-better\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4559700-nvidia-may-get-worse-before-it-gets-better","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182336458","content_text":"SummaryThe PC market can be expected to remain weak in the short term.This will likely affect Nvidia’s Gaming business negatively.Nvidia’s FQ4’23 outlook is not great.Justin SullivanNvidia's (NASDAQ:NVDA) top line growth expectedly turned negative in the third fiscal quarter of FY 2023 due to a massive decline in the company’s Gaming business. Although Nvidia managed to beat top line expectations, the chip maker islikely to see more pressure on its top line in the coming quarters as demand for consumer electronics products can be expected to remain weak. While I like Nvidia’s product portfolio and especially the momentum in the Data Center business, I believe the stock is going to re-test its lows!Nvidia beats low FQ3’23 revenue estimatesNvidia issued a depressing revenue forecast for FQ3’23 (the quarter that ended on October 30, 2022) in August which called for revenues of $5.90B, plus or minus $118M. Last week, Nvidia reported revenues of $5.93B for FQ3’23 which was better than the low-end of the forecast and better than the average prediction of $5.81B. Nvidia missed on earnings, however.Seeking Alpha: Nvidia FQ3'23 ResultsGaming struggled, Data Centers GainedNvidia generated total revenues of $5.93B in FQ3'23, showing a decline of 17% year over year, largely because the Gaming business continued to struggle. After seeing a 44% quarter over quarter top line drop in the previous quarter, Nvidia’s Gaming segment reported another 23% sequential decline in revenues due to weakening consumer demand, high inventory levels in the industry and pressure on selling prices.The Gaming segment generated $1.57B in revenues in FQ3’23, showing a decline of 51% year over year and the lowest total revenue amount in years. Part of the problem for Nvidia are high inventory levels in the PC industry, which negatively affects product pricing.Gaming was the largest revenue contributing segment for Nvidia in the year-earlier period and it exceeded the Data Center business by a considerable margin. Nvidia generated $3.2B in Gaming revenues in FQ3’22 (the year-earlier quarter) due to strong GPU demand from gamers compared to $2.9B in Data Centers. In FQ3’23, Nvidia’s Data Center business generated $3.8B in revenues, more than 2.4 times as much as the Gaming business brought in.Nvidia: Revenue TrendThe Data Center business kept performing very well for Nvidia and it remains a bright spot for the chip maker going forward. Data Center revenues soared 31% year over year to $3.83B due to strong adoption of Nvidia’s server solutions by corporate clients. Nvidia also secured a big win in November by entering into a multi-year agreement with software company Microsoft (MSFT) to build a new supercomputer. Microsoft’s Azure will be the “first public cloud to incorporate NVIDIA’s advanced AI stack” which would further enhance Nvidia’s position as a leader of full stack artificial intelligence applications.The PC market decline is in a cyclical decline and it is a problem for NvidiaThe GPU demand surge in FY 2021 resulted in record prices for graphic cards which helped Nvidia report record financial results as well. However, the PC market has seen a significant slowdown this year and it is driving a normalization in Nvidia’s Gaming business. Consumers upgraded their PC equipment during the pandemic to prepare for remote working and studying, but now demand for new PC shipments is dropping off sharply.Consulting firm Gartner recently estimated that global shipments of PCs declined 19.5% in the third-quarter which marked an acceleration of the market’s decline: in the second-quarter, Gartner calculated a decline in global PC shipments of 12.6%. Intel also heavily down-graded its forecast for the last quarter of the year due to the forcefulness of the down-turn, indicating that the market has not yet bottomed… and this means that Nvidia’s top line will continue to be at risk in the next two or three quarters.Nvidia’s outlook for FQ4’23The outlook for the current fiscal quarter is not great either. The chip maker said it sees revenues of $6.0B, plus or minus 2% while its non-GAAP gross margin is expected to be 66%, plus or minus 50 basis points. Based off of Nvidia's guidance, the chip maker could actually see a quarter over quarter increase of up to 3%.Nvidia’s valuationNvidia’s revenue estimates for this year and next year have started to drop sharply after the chip maker issued a profit warning last quarter. The expectation is now for 0% revenue growth this year and only 12% in the following year.Data by YChartsI prefer AMD (AMD) over Nvidia right now due to AMD’s strong execution in the server market, strong product line-up with its new EPYC processors hitting the market soon and a more compelling valuation relative to Nvidia. AMD's valuation is much more attractive than Nvidia's based off of P/S and P/E...Data by YChartsRisks with NvidiaThe most obvious commercial risk for Nvidia is a continual slowdown in the Gaming business which has already been responsible for driving a painful revaluation of Nvidia’s shares to the down-side this year. Should the PC market continue to decelerate, then chip makers will continue to be faced with weakening demand in their consumer-facing businesses. A down-trend in estimates also poses a risk for companies like Nvidia.Final thoughtsNvidia’s FQ3’23 results were expectedly not great and the outlook for FQ4’23 could have been worse. But that doesn’t mean that Nvidia is a buy. I believe the PC market will likely remain weak for the foreseeable future as the downturn accelerated in the third-quarter and high inventory levels continue to pose a risk to product pricing. While I like Nvidia’s product portfolio, momentum in Data Centers and recently announced collaboration with Microsoft, I believe shares of Nvidia are going to re-test their lows around $108 in the coming months. Weakening sector fundamentals and a light outlook for FQ4’23 strongly indicate that things could get worse for Nvidia before they get better!","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":4153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":667732417,"gmtCreate":1669126905939,"gmtModify":1669126907551,"author":{"id":"3578811676095048","authorId":"3578811676095048","name":"S土豪熊貓G","avatar":"https://static.tigerbbs.com/2bf36dcb8e5b590c1e5f4df466413275","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578811676095048","authorIdStr":"3578811676095048"},"themes":[],"title":"","htmlText":"Tiger","listText":"Tiger","text":"Tiger","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667732417","repostId":"1182336458","repostType":4,"repost":{"id":"1182336458","kind":"news","pubTimestamp":1669123871,"share":"https://www.laohunote.com/m/news/1182336458?lang=zh_CN&edition=full","pubTime":"2022-11-22 21:31","market":"us","language":"en","title":"Nvidia: It May Get Worse Before It Gets Better<blockquote>英伟达：情况可能会在好转之前变得更糟</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1182336458","media":"Seeking Alpha","summary":"SummaryThe PC market can be expected to remain weak in the short term.This will likely affect Nvidia","content":"<p><html><head></head><body><h2>Summary</h2><ul><li>The PC market can be expected to remain weak in the short term.</li><li>This will likely affect Nvidia’s Gaming business negatively.</li><li>Nvidia’s FQ4’23 outlook is not great.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d020e08bf3cf0cb864b05732bdbe77f1\" tg-width=\"1080\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>Justin Sullivan</span></p><p><blockquote><html><head></head><body><h2>总结</h2><ul><li>预计个人电脑市场短期内仍将疲软。</li><li>这可能会对英伟达的游戏业务产生负面影响。</li><li>英伟达 2023 年第四季度的前景并不乐观。</li></ul><p class=\"t-img-caption\"><span>贾斯汀·沙利文</span></p></body></html></blockquote></p><p>Nvidia&#39;s (NASDAQ:NVDA) top line growth expectedly turned negative in the third fiscal quarter of FY 2023 due to a massive decline in the company’s Gaming business. Although Nvidia managed to beat top line expectations, the chip maker islikely to see more pressure on its top line in the coming quarters as demand for consumer electronics products can be expected to remain weak. While I like Nvidia’s product portfolio and especially the momentum in the Data Center business, I believe the stock is going to re-test its lows!</p><p><blockquote>英伟达（纳斯达克股票代码：NVDA）的营收增长预计将在 2023 财年第三财季转为负增长，原因是该公司游戏业务大幅下滑。尽管英伟达成功超出了营收预期，但由于消费电子产品的需求预计将保持疲软，这家芯片制造商在未来几个季度的营收可能会面临更大压力。虽然我喜欢英伟达的产品组合，尤其是数据中心业务的发展势头，但我相信该股将重新测试低点!</blockquote></p><p><h2>Nvidia beats low FQ3’23 revenue estimates</h2>Nvidia issued a depressing revenue forecast for FQ3’23 (the quarter that ended on October 30, 2022) in August which called for revenues of $5.90B, plus or minus $118M. Last week, Nvidia reported revenues of $5.93B for FQ3’23 which was better than the low-end of the forecast and better than the average prediction of $5.81B. Nvidia missed on earnings, however.</p><p><blockquote><h2>Nvidia 低于 2023 年第三季度收入预期</h2>英伟达在 8 月份发布了令人沮丧的 2023 年第三季度（截至 2022 年 10 月 30 日的季度）营收预测，营收为 59 亿美元，上下浮动 1.18 亿美元。上周，Nvidia 公布的 2023 年第三季度营收为 59.3 亿美元，好于预测的下限，也好于平均预测的 58.1 亿美元。然而，英伟达未能实现盈利。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/99a0088c029410f975154573bfb21d27\" tg-width=\"640\" tg-height=\"231\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha: Nvidia FQ3&#39;23 Results</span></p><p><blockquote><p class=\"t-img-caption\"><span>寻求阿尔法：Nvidia 2023 年第三季度业绩</span></p></blockquote></p><p><h2>Gaming struggled, Data Centers Gained</h2>Nvidia generated total revenues of $5.93B in FQ3&#39;23, showing a decline of 17% year over year, largely because the Gaming business continued to struggle. After seeing a 44% quarter over quarter top line drop in the previous quarter, Nvidia’s Gaming segment reported another 23% sequential decline in revenues due to weakening consumer demand, high inventory levels in the industry and pressure on selling prices.</p><p><blockquote><h2>游戏陷入困境，数据中心受益</h2>Nvidia 在 23 年第三季度的总收入为 5.93B 美元，同比下降 17%，主要是因为游戏业务持续陷入困境。在上一季度营收环比下降 44% 之后，由于消费者需求疲软、行业库存水平高以及销售价格压力，英伟达游戏部门的收入又连续下降了 23%。</blockquote></p><p>The Gaming segment generated $1.57B in revenues in FQ3’23, showing a decline of 51% year over year and the lowest total revenue amount in years. Part of the problem for Nvidia are high inventory levels in the PC industry, which negatively affects product pricing.</p><p><blockquote>2023 年第三季度，游戏部门的收入为 15.7 亿美元，同比下降 51%，是多年来最低的总收入。英伟达的部分问题是个人电脑行业的高库存水平，这对产品定价产生了负面影响。</blockquote></p><p>Gaming was the largest revenue contributing segment for Nvidia in the year-earlier period and it exceeded the Data Center business by a considerable margin. Nvidia generated $3.2B in Gaming revenues in FQ3’22 (the year-earlier quarter) due to strong GPU demand from gamers compared to $2.9B in Data Centers. In FQ3’23, Nvidia’s Data Center business generated $3.8B in revenues, more than 2.4 times as much as the Gaming business brought in.</p><p><blockquote>游戏是英伟达去年同期最大的收入贡献部门，远远超过数据中心业务。由于游戏玩家对 GPU 的强劲需求，Nvidia 在 2022 年第三季度（去年同期）创造了 32 亿美元的游戏收入，而数据中心的收入为 29 亿美元。2023 年第三季度，英伟达的数据中心业务创造了 38 亿美元的收入，是游戏业务的 2.4 倍多。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f80ec6c0c2d29a5ef8bb9ff945a0bacd\" tg-width=\"640\" tg-height=\"301\" width=\"100%\" height=\"auto\"/><span>Nvidia: Revenue Trend</span></p><p><blockquote><p class=\"t-img-caption\"><span>英伟达：收入趋势</span></p></blockquote></p><p>The Data Center business kept performing very well for Nvidia and it remains a bright spot for the chip maker going forward. Data Center revenues soared 31% year over year to $3.83B due to strong adoption of Nvidia’s server solutions by corporate clients. Nvidia also secured a big win in November by entering into a multi-year agreement with software company Microsoft (MSFT) to build a new supercomputer. Microsoft’s Azure will be the “first public cloud to incorporate NVIDIA’s advanced AI stack” which would further enhance Nvidia’s position as a leader of full stack artificial intelligence applications.</p><p><blockquote>英伟达的数据中心业务一直表现良好，仍然是这家芯片制造商未来的一个亮点。由于企业客户大力采用英伟达的服务器解决方案，数据中心收入同比飙升 31%，达到 38.3 亿美元。Nvidia 还在 11 月与软件公司微软 (MSFT) 签订了一项多年协议，建造一台新的超级计算机，从而取得了重大胜利。微软的 Azure 将成为 “第一个整合 Nvidia 高级人工智能堆栈的公共云”，这将进一步巩固 Nvidia 作为全栈人工智能应用领导者的地位。</blockquote></p><p><h2>The PC market decline is in a cyclical decline and it is a problem for Nvidia</h2>The GPU demand surge in FY 2021 resulted in record prices for graphic cards which helped Nvidia report record financial results as well. However, the PC market has seen a significant slowdown this year and it is driving a normalization in Nvidia’s Gaming business. Consumers upgraded their PC equipment during the pandemic to prepare for remote working and studying, but now demand for new PC shipments is dropping off sharply.</p><p><blockquote><h2>个人电脑市场的下滑正处于周期性下滑，这对英伟达来说是个问题</h2>2021财年GPU需求激增导致显卡价格创历史新高，这也帮助英伟达报告了创纪录的财务业绩。然而，今年 PC 市场明显放缓，这正在推动 Nvidia 游戏业务的正常化。消费者在疫情期间升级了他们的PC设备，为远程工作和学习做准备，但现在对新PC出货量的需求急剧下降。</blockquote></p><p>Consulting firm Gartner recently estimated that global shipments of PCs declined 19.5% in the third-quarter which marked an acceleration of the market’s decline: in the second-quarter, Gartner calculated a decline in global PC shipments of 12.6%. Intel also heavily down-graded its forecast for the last quarter of the year due to the forcefulness of the down-turn, indicating that the market has not yet bottomed… and this means that Nvidia’s top line will continue to be at risk in the next two or three quarters.</p><p><blockquote>咨询公司 Gartner 最近估计，第三季度全球 PC 出货量下降了 19.5%，这标志着市场的下滑速度加快： 第二季度，Gartner 计算出全球 PC 出货量下降了 12.6%。由于下滑势头强劲，英特尔还大幅下调了今年最后一个季度的预测，表明市场尚未触底.这意味着英伟达的营收在未来两三个季度将继续面临风险。</blockquote></p><p><h2>Nvidia’s outlook for FQ4’23</h2>The outlook for the current fiscal quarter is not great either. The chip maker said it sees revenues of $6.0B, plus or minus 2% while its non-GAAP gross margin is expected to be 66%, plus or minus 50 basis points. Based off of Nvidia&#39;s guidance, the chip maker could actually see a quarter over quarter increase of up to 3%.</p><p><blockquote><h2>Nvidia 对 2023 年第四季度的展望</h2>当前财政季度的前景也不容乐观。这家芯片制造商表示，预计收入为 $6.0B，上下浮动 2%，而非 GAAP 毛利率预计为 66%，上下浮动 50 个基点。根据英伟达的指导，这家芯片制造商实际上可能会看到高达 3% 的环比增长。</blockquote></p><p></p><p><h2>Nvidia’s valuation</h2>Nvidia’s revenue estimates for this year and next year have started to drop sharply after the chip maker issued a profit warning last quarter. The expectation is now for 0% revenue growth this year and only 12% in the following year.</p><p><blockquote><h2>英伟达的估值</h2>在芯片制造商英伟达上季度发布盈利预警后，英伟达今明两年的营收预期开始大幅下降。目前预计今年收入增长0%，明年仅为12%。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/92afef56d4a5d231562911c35f3785f9\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p>I prefer AMD (AMD) over Nvidia right now due to AMD’s strong execution in the server market, strong product line-up with its new EPYC processors hitting the market soon and a more compelling valuation relative to Nvidia. AMD&#39;s valuation is much more attractive than Nvidia&#39;s based off of P/S and P/E...</p><p><blockquote>比起英伟达，我现在更喜欢 AMD（AMD），因为 AMD 在服务器市场的执行力很强，其新的 EPYC 处理器即将上市，而且相对于英伟达，AMD 的估值更具吸引力。基于市盈率和市盈率，AMD的估值比英伟达更具吸引力……</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb7f075ba7a2fcb661488f1be7a04de4\" tg-width=\"635\" tg-height=\"481\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p><h2>Risks with Nvidia</h2>The most obvious commercial risk for Nvidia is a continual slowdown in the Gaming business which has already been responsible for driving a painful revaluation of Nvidia’s shares to the down-side this year. Should the PC market continue to decelerate, then chip makers will continue to be faced with weakening demand in their consumer-facing businesses. A down-trend in estimates also poses a risk for companies like Nvidia.</p><p><blockquote><h2>英伟达的风险</h2>对 Nvidia 来说，最明显的商业风险是游戏业务的持续放缓，而游戏业务已经导致今年 Nvidia 股价痛苦地重估。如果个人电脑市场继续放缓，那么芯片制造商将继续面临面向消费者的业务需求疲软的问题。估值的下降趋势也给英伟达等公司带来了风险。</blockquote></p><p><h2>Final thoughts</h2>Nvidia’s FQ3’23 results were expectedly not great and the outlook for FQ4’23 could have been worse. But that doesn’t mean that Nvidia is a buy. I believe the PC market will likely remain weak for the foreseeable future as the downturn accelerated in the third-quarter and high inventory levels continue to pose a risk to product pricing. While I like Nvidia’s product portfolio, momentum in Data Centers and recently announced collaboration with Microsoft, I believe shares of Nvidia are going to re-test their lows around $108 in the coming months. Weakening sector fundamentals and a light outlook for FQ4’23 strongly indicate that things could get worse for Nvidia before they get better!</p><p><blockquote><h2>最后的想法</h2>Nvidia 第三季度 23 年的业绩不出所料，第四季度 23 年的前景可能会更糟。但这并不意味着英伟达值得买入。我认为，在可预见的未来，个人电脑市场可能会保持疲软，因为第三季度下滑加速，高库存水平继续对产品定价构成风险。虽然我喜欢英伟达的产品组合、数据中心的发展势头以及最近宣布的与微软的合作，但我相信英伟达的股价将在未来几个月内重新测试 108 美元左右的低点。行业基本面的疲软和 2023 年第四季度的光明前景强烈表明，英伟达的情况在好转之前可能会变得更糟!</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: It May Get Worse Before It Gets Better<blockquote>英伟达：情况可能会在好转之前变得更糟</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\">\nNvidia: It May Get Worse Before It Gets Better<blockquote>英伟达：情况可能会在好转之前变得更糟</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2022-11-22 21:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><h2>Summary</h2><ul><li>The PC market can be expected to remain weak in the short term.</li><li>This will likely affect Nvidia’s Gaming business negatively.</li><li>Nvidia’s FQ4’23 outlook is not great.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d020e08bf3cf0cb864b05732bdbe77f1\" tg-width=\"1080\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>Justin Sullivan</span></p><p><blockquote><html><head></head><body><h2>总结</h2><ul><li>预计个人电脑市场短期内仍将疲软。</li><li>这可能会对英伟达的游戏业务产生负面影响。</li><li>英伟达 2023 年第四季度的前景并不乐观。</li></ul><p class=\"t-img-caption\"><span>贾斯汀·沙利文</span></p></body></html></blockquote></p><p>Nvidia&#39;s (NASDAQ:NVDA) top line growth expectedly turned negative in the third fiscal quarter of FY 2023 due to a massive decline in the company’s Gaming business. Although Nvidia managed to beat top line expectations, the chip maker islikely to see more pressure on its top line in the coming quarters as demand for consumer electronics products can be expected to remain weak. While I like Nvidia’s product portfolio and especially the momentum in the Data Center business, I believe the stock is going to re-test its lows!</p><p><blockquote>英伟达（纳斯达克股票代码：NVDA）的营收增长预计将在 2023 财年第三财季转为负增长，原因是该公司游戏业务大幅下滑。尽管英伟达成功超出了营收预期，但由于消费电子产品的需求预计将保持疲软，这家芯片制造商在未来几个季度的营收可能会面临更大压力。虽然我喜欢英伟达的产品组合，尤其是数据中心业务的发展势头，但我相信该股将重新测试低点!</blockquote></p><p><h2>Nvidia beats low FQ3’23 revenue estimates</h2>Nvidia issued a depressing revenue forecast for FQ3’23 (the quarter that ended on October 30, 2022) in August which called for revenues of $5.90B, plus or minus $118M. Last week, Nvidia reported revenues of $5.93B for FQ3’23 which was better than the low-end of the forecast and better than the average prediction of $5.81B. Nvidia missed on earnings, however.</p><p><blockquote><h2>Nvidia 低于 2023 年第三季度收入预期</h2>英伟达在 8 月份发布了令人沮丧的 2023 年第三季度（截至 2022 年 10 月 30 日的季度）营收预测，营收为 59 亿美元，上下浮动 1.18 亿美元。上周，Nvidia 公布的 2023 年第三季度营收为 59.3 亿美元，好于预测的下限，也好于平均预测的 58.1 亿美元。然而，英伟达未能实现盈利。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/99a0088c029410f975154573bfb21d27\" tg-width=\"640\" tg-height=\"231\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha: Nvidia FQ3&#39;23 Results</span></p><p><blockquote><p class=\"t-img-caption\"><span>寻求阿尔法：Nvidia 2023 年第三季度业绩</span></p></blockquote></p><p><h2>Gaming struggled, Data Centers Gained</h2>Nvidia generated total revenues of $5.93B in FQ3&#39;23, showing a decline of 17% year over year, largely because the Gaming business continued to struggle. After seeing a 44% quarter over quarter top line drop in the previous quarter, Nvidia’s Gaming segment reported another 23% sequential decline in revenues due to weakening consumer demand, high inventory levels in the industry and pressure on selling prices.</p><p><blockquote><h2>游戏陷入困境，数据中心受益</h2>Nvidia 在 23 年第三季度的总收入为 5.93B 美元，同比下降 17%，主要是因为游戏业务持续陷入困境。在上一季度营收环比下降 44% 之后，由于消费者需求疲软、行业库存水平高以及销售价格压力，英伟达游戏部门的收入又连续下降了 23%。</blockquote></p><p>The Gaming segment generated $1.57B in revenues in FQ3’23, showing a decline of 51% year over year and the lowest total revenue amount in years. Part of the problem for Nvidia are high inventory levels in the PC industry, which negatively affects product pricing.</p><p><blockquote>2023 年第三季度，游戏部门的收入为 15.7 亿美元，同比下降 51%，是多年来最低的总收入。英伟达的部分问题是个人电脑行业的高库存水平，这对产品定价产生了负面影响。</blockquote></p><p>Gaming was the largest revenue contributing segment for Nvidia in the year-earlier period and it exceeded the Data Center business by a considerable margin. Nvidia generated $3.2B in Gaming revenues in FQ3’22 (the year-earlier quarter) due to strong GPU demand from gamers compared to $2.9B in Data Centers. In FQ3’23, Nvidia’s Data Center business generated $3.8B in revenues, more than 2.4 times as much as the Gaming business brought in.</p><p><blockquote>游戏是英伟达去年同期最大的收入贡献部门，远远超过数据中心业务。由于游戏玩家对 GPU 的强劲需求，Nvidia 在 2022 年第三季度（去年同期）创造了 32 亿美元的游戏收入，而数据中心的收入为 29 亿美元。2023 年第三季度，英伟达的数据中心业务创造了 38 亿美元的收入，是游戏业务的 2.4 倍多。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f80ec6c0c2d29a5ef8bb9ff945a0bacd\" tg-width=\"640\" tg-height=\"301\" width=\"100%\" height=\"auto\"/><span>Nvidia: Revenue Trend</span></p><p><blockquote><p class=\"t-img-caption\"><span>英伟达：收入趋势</span></p></blockquote></p><p>The Data Center business kept performing very well for Nvidia and it remains a bright spot for the chip maker going forward. Data Center revenues soared 31% year over year to $3.83B due to strong adoption of Nvidia’s server solutions by corporate clients. Nvidia also secured a big win in November by entering into a multi-year agreement with software company Microsoft (MSFT) to build a new supercomputer. Microsoft’s Azure will be the “first public cloud to incorporate NVIDIA’s advanced AI stack” which would further enhance Nvidia’s position as a leader of full stack artificial intelligence applications.</p><p><blockquote>英伟达的数据中心业务一直表现良好，仍然是这家芯片制造商未来的一个亮点。由于企业客户大力采用英伟达的服务器解决方案，数据中心收入同比飙升 31%，达到 38.3 亿美元。Nvidia 还在 11 月与软件公司微软 (MSFT) 签订了一项多年协议，建造一台新的超级计算机，从而取得了重大胜利。微软的 Azure 将成为 “第一个整合 Nvidia 高级人工智能堆栈的公共云”，这将进一步巩固 Nvidia 作为全栈人工智能应用领导者的地位。</blockquote></p><p><h2>The PC market decline is in a cyclical decline and it is a problem for Nvidia</h2>The GPU demand surge in FY 2021 resulted in record prices for graphic cards which helped Nvidia report record financial results as well. However, the PC market has seen a significant slowdown this year and it is driving a normalization in Nvidia’s Gaming business. Consumers upgraded their PC equipment during the pandemic to prepare for remote working and studying, but now demand for new PC shipments is dropping off sharply.</p><p><blockquote><h2>个人电脑市场的下滑正处于周期性下滑，这对英伟达来说是个问题</h2>2021财年GPU需求激增导致显卡价格创历史新高，这也帮助英伟达报告了创纪录的财务业绩。然而，今年 PC 市场明显放缓，这正在推动 Nvidia 游戏业务的正常化。消费者在疫情期间升级了他们的PC设备，为远程工作和学习做准备，但现在对新PC出货量的需求急剧下降。</blockquote></p><p>Consulting firm Gartner recently estimated that global shipments of PCs declined 19.5% in the third-quarter which marked an acceleration of the market’s decline: in the second-quarter, Gartner calculated a decline in global PC shipments of 12.6%. Intel also heavily down-graded its forecast for the last quarter of the year due to the forcefulness of the down-turn, indicating that the market has not yet bottomed… and this means that Nvidia’s top line will continue to be at risk in the next two or three quarters.</p><p><blockquote>咨询公司 Gartner 最近估计，第三季度全球 PC 出货量下降了 19.5%，这标志着市场的下滑速度加快： 第二季度，Gartner 计算出全球 PC 出货量下降了 12.6%。由于下滑势头强劲，英特尔还大幅下调了今年最后一个季度的预测，表明市场尚未触底.这意味着英伟达的营收在未来两三个季度将继续面临风险。</blockquote></p><p><h2>Nvidia’s outlook for FQ4’23</h2>The outlook for the current fiscal quarter is not great either. The chip maker said it sees revenues of $6.0B, plus or minus 2% while its non-GAAP gross margin is expected to be 66%, plus or minus 50 basis points. Based off of Nvidia&#39;s guidance, the chip maker could actually see a quarter over quarter increase of up to 3%.</p><p><blockquote><h2>Nvidia 对 2023 年第四季度的展望</h2>当前财政季度的前景也不容乐观。这家芯片制造商表示，预计收入为 $6.0B，上下浮动 2%，而非 GAAP 毛利率预计为 66%，上下浮动 50 个基点。根据英伟达的指导，这家芯片制造商实际上可能会看到高达 3% 的环比增长。</blockquote></p><p></p><p><h2>Nvidia’s valuation</h2>Nvidia’s revenue estimates for this year and next year have started to drop sharply after the chip maker issued a profit warning last quarter. The expectation is now for 0% revenue growth this year and only 12% in the following year.</p><p><blockquote><h2>英伟达的估值</h2>在芯片制造商英伟达上季度发布盈利预警后，英伟达今明两年的营收预期开始大幅下降。目前预计今年收入增长0%，明年仅为12%。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/92afef56d4a5d231562911c35f3785f9\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p>I prefer AMD (AMD) over Nvidia right now due to AMD’s strong execution in the server market, strong product line-up with its new EPYC processors hitting the market soon and a more compelling valuation relative to Nvidia. AMD&#39;s valuation is much more attractive than Nvidia&#39;s based off of P/S and P/E...</p><p><blockquote>比起英伟达，我现在更喜欢 AMD（AMD），因为 AMD 在服务器市场的执行力很强，其新的 EPYC 处理器即将上市，而且相对于英伟达，AMD 的估值更具吸引力。基于市盈率和市盈率，AMD的估值比英伟达更具吸引力……</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb7f075ba7a2fcb661488f1be7a04de4\" tg-width=\"635\" tg-height=\"481\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p><h2>Risks with Nvidia</h2>The most obvious commercial risk for Nvidia is a continual slowdown in the Gaming business which has already been responsible for driving a painful revaluation of Nvidia’s shares to the down-side this year. Should the PC market continue to decelerate, then chip makers will continue to be faced with weakening demand in their consumer-facing businesses. A down-trend in estimates also poses a risk for companies like Nvidia.</p><p><blockquote><h2>英伟达的风险</h2>对 Nvidia 来说，最明显的商业风险是游戏业务的持续放缓，而游戏业务已经导致今年 Nvidia 股价痛苦地重估。如果个人电脑市场继续放缓，那么芯片制造商将继续面临面向消费者的业务需求疲软的问题。估值的下降趋势也给英伟达等公司带来了风险。</blockquote></p><p><h2>Final thoughts</h2>Nvidia’s FQ3’23 results were expectedly not great and the outlook for FQ4’23 could have been worse. But that doesn’t mean that Nvidia is a buy. I believe the PC market will likely remain weak for the foreseeable future as the downturn accelerated in the third-quarter and high inventory levels continue to pose a risk to product pricing. While I like Nvidia’s product portfolio, momentum in Data Centers and recently announced collaboration with Microsoft, I believe shares of Nvidia are going to re-test their lows around $108 in the coming months. Weakening sector fundamentals and a light outlook for FQ4’23 strongly indicate that things could get worse for Nvidia before they get better!</p><p><blockquote><h2>最后的想法</h2>Nvidia 第三季度 23 年的业绩不出所料，第四季度 23 年的前景可能会更糟。但这并不意味着英伟达值得买入。我认为，在可预见的未来，个人电脑市场可能会保持疲软，因为第三季度下滑加速，高库存水平继续对产品定价构成风险。虽然我喜欢英伟达的产品组合、数据中心的发展势头以及最近宣布的与微软的合作，但我相信英伟达的股价将在未来几个月内重新测试 108 美元左右的低点。行业基本面的疲软和 2023 年第四季度的光明前景强烈表明，英伟达的情况在好转之前可能会变得更糟!</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4559700-nvidia-may-get-worse-before-it-gets-better\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4559700-nvidia-may-get-worse-before-it-gets-better","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182336458","content_text":"SummaryThe PC market can be expected to remain weak in the short term.This will likely affect Nvidia’s Gaming business negatively.Nvidia’s FQ4’23 outlook is not great.Justin SullivanNvidia's (NASDAQ:NVDA) top line growth expectedly turned negative in the third fiscal quarter of FY 2023 due to a massive decline in the company’s Gaming business. Although Nvidia managed to beat top line expectations, the chip maker islikely to see more pressure on its top line in the coming quarters as demand for consumer electronics products can be expected to remain weak. While I like Nvidia’s product portfolio and especially the momentum in the Data Center business, I believe the stock is going to re-test its lows!Nvidia beats low FQ3’23 revenue estimatesNvidia issued a depressing revenue forecast for FQ3’23 (the quarter that ended on October 30, 2022) in August which called for revenues of $5.90B, plus or minus $118M. Last week, Nvidia reported revenues of $5.93B for FQ3’23 which was better than the low-end of the forecast and better than the average prediction of $5.81B. Nvidia missed on earnings, however.Seeking Alpha: Nvidia FQ3'23 ResultsGaming struggled, Data Centers GainedNvidia generated total revenues of $5.93B in FQ3'23, showing a decline of 17% year over year, largely because the Gaming business continued to struggle. After seeing a 44% quarter over quarter top line drop in the previous quarter, Nvidia’s Gaming segment reported another 23% sequential decline in revenues due to weakening consumer demand, high inventory levels in the industry and pressure on selling prices.The Gaming segment generated $1.57B in revenues in FQ3’23, showing a decline of 51% year over year and the lowest total revenue amount in years. Part of the problem for Nvidia are high inventory levels in the PC industry, which negatively affects product pricing.Gaming was the largest revenue contributing segment for Nvidia in the year-earlier period and it exceeded the Data Center business by a considerable margin. Nvidia generated $3.2B in Gaming revenues in FQ3’22 (the year-earlier quarter) due to strong GPU demand from gamers compared to $2.9B in Data Centers. In FQ3’23, Nvidia’s Data Center business generated $3.8B in revenues, more than 2.4 times as much as the Gaming business brought in.Nvidia: Revenue TrendThe Data Center business kept performing very well for Nvidia and it remains a bright spot for the chip maker going forward. Data Center revenues soared 31% year over year to $3.83B due to strong adoption of Nvidia’s server solutions by corporate clients. Nvidia also secured a big win in November by entering into a multi-year agreement with software company Microsoft (MSFT) to build a new supercomputer. Microsoft’s Azure will be the “first public cloud to incorporate NVIDIA’s advanced AI stack” which would further enhance Nvidia’s position as a leader of full stack artificial intelligence applications.The PC market decline is in a cyclical decline and it is a problem for NvidiaThe GPU demand surge in FY 2021 resulted in record prices for graphic cards which helped Nvidia report record financial results as well. However, the PC market has seen a significant slowdown this year and it is driving a normalization in Nvidia’s Gaming business. Consumers upgraded their PC equipment during the pandemic to prepare for remote working and studying, but now demand for new PC shipments is dropping off sharply.Consulting firm Gartner recently estimated that global shipments of PCs declined 19.5% in the third-quarter which marked an acceleration of the market’s decline: in the second-quarter, Gartner calculated a decline in global PC shipments of 12.6%. Intel also heavily down-graded its forecast for the last quarter of the year due to the forcefulness of the down-turn, indicating that the market has not yet bottomed… and this means that Nvidia’s top line will continue to be at risk in the next two or three quarters.Nvidia’s outlook for FQ4’23The outlook for the current fiscal quarter is not great either. The chip maker said it sees revenues of $6.0B, plus or minus 2% while its non-GAAP gross margin is expected to be 66%, plus or minus 50 basis points. Based off of Nvidia's guidance, the chip maker could actually see a quarter over quarter increase of up to 3%.Nvidia’s valuationNvidia’s revenue estimates for this year and next year have started to drop sharply after the chip maker issued a profit warning last quarter. The expectation is now for 0% revenue growth this year and only 12% in the following year.Data by YChartsI prefer AMD (AMD) over Nvidia right now due to AMD’s strong execution in the server market, strong product line-up with its new EPYC processors hitting the market soon and a more compelling valuation relative to Nvidia. AMD's valuation is much more attractive than Nvidia's based off of P/S and P/E...Data by YChartsRisks with NvidiaThe most obvious commercial risk for Nvidia is a continual slowdown in the Gaming business which has already been responsible for driving a painful revaluation of Nvidia’s shares to the down-side this year. Should the PC market continue to decelerate, then chip makers will continue to be faced with weakening demand in their consumer-facing businesses. A down-trend in estimates also poses a risk for companies like Nvidia.Final thoughtsNvidia’s FQ3’23 results were expectedly not great and the outlook for FQ4’23 could have been worse. But that doesn’t mean that Nvidia is a buy. I believe the PC market will likely remain weak for the foreseeable future as the downturn accelerated in the third-quarter and high inventory levels continue to pose a risk to product pricing. While I like Nvidia’s product portfolio, momentum in Data Centers and recently announced collaboration with Microsoft, I believe shares of Nvidia are going to re-test their lows around $108 in the coming months. Weakening sector fundamentals and a light outlook for FQ4’23 strongly indicate that things could get worse for Nvidia before they get better!","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":4826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":666727384,"gmtCreate":1666013180048,"gmtModify":1666013186067,"author":{"id":"3578811676095048","authorId":"3578811676095048","name":"S土豪熊貓G","avatar":"https://static.tigerbbs.com/2bf36dcb8e5b590c1e5f4df466413275","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578811676095048","authorIdStr":"3578811676095048"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666727384","repostId":"1160743860","repostType":4,"repost":{"id":"1160743860","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":1666003685,"share":"https://www.laohunote.com/m/news/1160743860?lang=zh_CN&edition=full","pubTime":"2022-10-17 18:48","market":"us","language":"en","title":"Bank of America Tops Estimates on Better-Than-Expected Bond Trading, Higher Interest Rates<blockquote>美国银行因债券交易好于预期和利率上升而超出预期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160743860","media":"Tiger Newspress","summary":"Bank of Americasaid Monday that profit and revenue topped expectations on better-than-expected fixed","content":"<p><html><head></head><body>Bank of Americasaid Monday that profit and revenue topped expectations on better-than-expected fixed-income trading and gains in interest income, thanks to choppy markets and rising rates.</p><p><blockquote><html><head></head><body>美国银行周一表示，由于市场波动和利率上升，固定收益交易好于预期以及利息收入增长，利润和收入超出预期。</body></html></blockquote></p><p>Here are the numbers:</p><p><blockquote>以下是数字：</blockquote></p><p><ul><li>Earnings:  81 cents vs. the 77 cents a share estimate of analysts surveyed by Refinitiv.</li><li>Revenue: $24.61 billion vs. $23.57 billion estimate</li></ul>Bank of America said third-quarter profit fell 8% to $7.1 billion, or 81 cents a share, as the company booked a $738 million provision for credit losses in the quarter. Revenue net of interest expense jumped to $24.61 billion.</p><p><blockquote><ul><li>收益：81 美分，而 Refinitiv 调查的分析师的预期为每股 77 美分。</li><li>收入：246.1 亿美元，预期为 235.7 亿美元</li></ul>美国银行表示，第三季度利润下降 8%，至 71 亿美元，即每股 81 美分，原因是该公司本季度计提了 7.38 亿美元的信贷损失准备金。扣除利息支出后的收入跃升至 246.1 亿美元。</blockquote></p><p>Shares of the bank rose 2.49% in premarket trading.</p><p><blockquote>该银行股价在盘前交易中上涨2.49%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/4519db9b2e49bbd37920a7f299794f29\" tg-width=\"821\" tg-height=\"825\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>Bank of America, led by CEO Brian Moynihan, was supposed to be one of the main beneficiaries of the Federal Reserve’s rate-boosting campaign. While bank stocks got hammered this year amid concerns a recession was on the way, lenders including Bank of America, JPMorgan Chase and Wells Fargo are producing stronger profits as rates rise, allowing them to generate more profits from their core deposits and lending activities.</p><p><blockquote>由首席执行官布莱恩-莫伊尼汉（Brian Moynihan）领导的美国银行本应是美联储加息行动的主要受益者之一。尽管由于担心经济衰退即将到来，银行股今年遭受重创，但随着利率上升，包括美国银行、摩根大通和富国银行在内的银行正在产生更强劲的利润，使它们能够从核心存款和贷款活动中获得更多利润。</blockquote></p><p>“Our U.S. consumer clients remained resilient with strong, although slower growing, spending levels and still maintained elevated deposit amounts,” Moynihan said in the release. “Across the bank, we grew loans by 12% over the last year as we delivered the financial resources to support our clients.”</p><p><blockquote>“莫伊尼汉在新闻稿中说：”我们的美国消费者客户保持了韧性，支出水平强劲，尽管增长速度放缓，但仍然保持着较高的存款额。“在整个银行，我们的贷款比去年增长了 12%，因为我们提供了财政资源来支持我们的客户”。</blockquote></p><p>Investors will be eager to see how well the bank’s retail and business customers are holding up amid signs that both inflation and higher interest rates are taking a toll on the economy.</p><p><blockquote>在有迹象表明通货膨胀和利率上升都对经济造成影响的情况下，投资者将迫切希望看到该银行的零售和企业客户的表现如何。</blockquote></p><p>Bank of America shares have fallen 29% this year through Friday, worse than the 26% decline of the KBW Bank Index.</p><p><blockquote>截至周五，美国银行股价今年已下跌 29%，比 KBW 银行指数 26% 的跌幅还要严重。</blockquote></p><p>Last week, JPMorgan and Wells Fargo topped expectations for third-quarter profit and revenue by generating better-than-expected interest income.Citigroupalso beat analysts’ estimates, and Morgan Stanley missed as choppy marketstook a tollon its investment management business.</p><p><blockquote>上周，摩根大通（JPMorgan）和富国银行（Wells Fargo）第三季度利润和收入超出预期，利息收入好于预期。花旗集团（Citigroup）的业绩也超出了分析师的预期，而摩根士丹利（Morgan Stanley）的业绩则低于预期，因为市场波动对其投资管理业务造成了重创。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bank of America Tops Estimates on Better-Than-Expected Bond Trading, Higher Interest Rates<blockquote>美国银行因债券交易好于预期和利率上升而超出预期</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBank of America Tops Estimates on Better-Than-Expected Bond Trading, Higher Interest Rates<blockquote>美国银行因债券交易好于预期和利率上升而超出预期</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\">2022-10-17 18:48</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Bank of Americasaid Monday that profit and revenue topped expectations on better-than-expected fixed-income trading and gains in interest income, thanks to choppy markets and rising rates.</p><p><blockquote><html><head></head><body>美国银行周一表示，由于市场波动和利率上升，固定收益交易好于预期以及利息收入增长，利润和收入超出预期。</body></html></blockquote></p><p>Here are the numbers:</p><p><blockquote>以下是数字：</blockquote></p><p><ul><li>Earnings:  81 cents vs. the 77 cents a share estimate of analysts surveyed by Refinitiv.</li><li>Revenue: $24.61 billion vs. $23.57 billion estimate</li></ul>Bank of America said third-quarter profit fell 8% to $7.1 billion, or 81 cents a share, as the company booked a $738 million provision for credit losses in the quarter. Revenue net of interest expense jumped to $24.61 billion.</p><p><blockquote><ul><li>收益：81 美分，而 Refinitiv 调查的分析师的预期为每股 77 美分。</li><li>收入：246.1 亿美元，预期为 235.7 亿美元</li></ul>美国银行表示，第三季度利润下降 8%，至 71 亿美元，即每股 81 美分，原因是该公司本季度计提了 7.38 亿美元的信贷损失准备金。扣除利息支出后的收入跃升至 246.1 亿美元。</blockquote></p><p>Shares of the bank rose 2.49% in premarket trading.</p><p><blockquote>该银行股价在盘前交易中上涨2.49%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/4519db9b2e49bbd37920a7f299794f29\" tg-width=\"821\" tg-height=\"825\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>Bank of America, led by CEO Brian Moynihan, was supposed to be one of the main beneficiaries of the Federal Reserve’s rate-boosting campaign. While bank stocks got hammered this year amid concerns a recession was on the way, lenders including Bank of America, JPMorgan Chase and Wells Fargo are producing stronger profits as rates rise, allowing them to generate more profits from their core deposits and lending activities.</p><p><blockquote>由首席执行官布莱恩-莫伊尼汉（Brian Moynihan）领导的美国银行本应是美联储加息行动的主要受益者之一。尽管由于担心经济衰退即将到来，银行股今年遭受重创，但随着利率上升，包括美国银行、摩根大通和富国银行在内的银行正在产生更强劲的利润，使它们能够从核心存款和贷款活动中获得更多利润。</blockquote></p><p>“Our U.S. consumer clients remained resilient with strong, although slower growing, spending levels and still maintained elevated deposit amounts,” Moynihan said in the release. “Across the bank, we grew loans by 12% over the last year as we delivered the financial resources to support our clients.”</p><p><blockquote>“莫伊尼汉在新闻稿中说：”我们的美国消费者客户保持了韧性，支出水平强劲，尽管增长速度放缓，但仍然保持着较高的存款额。“在整个银行，我们的贷款比去年增长了 12%，因为我们提供了财政资源来支持我们的客户”。</blockquote></p><p>Investors will be eager to see how well the bank’s retail and business customers are holding up amid signs that both inflation and higher interest rates are taking a toll on the economy.</p><p><blockquote>在有迹象表明通货膨胀和利率上升都对经济造成影响的情况下，投资者将迫切希望看到该银行的零售和企业客户的表现如何。</blockquote></p><p>Bank of America shares have fallen 29% this year through Friday, worse than the 26% decline of the KBW Bank Index.</p><p><blockquote>截至周五，美国银行股价今年已下跌 29%，比 KBW 银行指数 26% 的跌幅还要严重。</blockquote></p><p>Last week, JPMorgan and Wells Fargo topped expectations for third-quarter profit and revenue by generating better-than-expected interest income.Citigroupalso beat analysts’ estimates, and Morgan Stanley missed as choppy marketstook a tollon its investment management business.</p><p><blockquote>上周，摩根大通（JPMorgan）和富国银行（Wells Fargo）第三季度利润和收入超出预期，利息收入好于预期。花旗集团（Citigroup）的业绩也超出了分析师的预期，而摩根士丹利（Morgan Stanley）的业绩则低于预期，因为市场波动对其投资管理业务造成了重创。</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":{"BAC":"美国银行"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160743860","content_text":"Bank of Americasaid Monday that profit and revenue topped expectations on better-than-expected fixed-income trading and gains in interest income, thanks to choppy markets and rising rates.Here are the numbers:Earnings:  81 cents vs. the 77 cents a share estimate of analysts surveyed by Refinitiv.Revenue: $24.61 billion vs. $23.57 billion estimateBank of America said third-quarter profit fell 8% to $7.1 billion, or 81 cents a share, as the company booked a $738 million provision for credit losses in the quarter. Revenue net of interest expense jumped to $24.61 billion.Shares of the bank rose 2.49% in premarket trading.Bank of America, led by CEO Brian Moynihan, was supposed to be one of the main beneficiaries of the Federal Reserve’s rate-boosting campaign. While bank stocks got hammered this year amid concerns a recession was on the way, lenders including Bank of America, JPMorgan Chase and Wells Fargo are producing stronger profits as rates rise, allowing them to generate more profits from their core deposits and lending activities.“Our U.S. consumer clients remained resilient with strong, although slower growing, spending levels and still maintained elevated deposit amounts,” Moynihan said in the release. “Across the bank, we grew loans by 12% over the last year as we delivered the financial resources to support our clients.”Investors will be eager to see how well the bank’s retail and business customers are holding up amid signs that both inflation and higher interest rates are taking a toll on the economy.Bank of America shares have fallen 29% this year through Friday, worse than the 26% decline of the KBW Bank Index.Last week, JPMorgan and Wells Fargo topped expectations for third-quarter profit and revenue by generating better-than-expected interest income.Citigroupalso beat analysts’ estimates, and Morgan Stanley missed as choppy marketstook a tollon its investment management business.","news_type":1,"symbols_score_info":{"BAC":0.9}},"isVote":1,"tweetType":1,"viewCount":3951,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":666727062,"gmtCreate":1666013172956,"gmtModify":1666013178000,"author":{"id":"3578811676095048","authorId":"3578811676095048","name":"S土豪熊貓G","avatar":"https://static.tigerbbs.com/2bf36dcb8e5b590c1e5f4df466413275","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578811676095048","authorIdStr":"3578811676095048"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666727062","repostId":"1160743860","repostType":4,"repost":{"id":"1160743860","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":1666003685,"share":"https://www.laohunote.com/m/news/1160743860?lang=zh_CN&edition=full","pubTime":"2022-10-17 18:48","market":"us","language":"en","title":"Bank of America Tops Estimates on Better-Than-Expected Bond Trading, Higher Interest Rates<blockquote>美国银行因债券交易好于预期和利率上升而超出预期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160743860","media":"Tiger Newspress","summary":"Bank of Americasaid Monday that profit and revenue topped expectations on better-than-expected fixed","content":"<p><html><head></head><body>Bank of Americasaid Monday that profit and revenue topped expectations on better-than-expected fixed-income trading and gains in interest income, thanks to choppy markets and rising rates.</p><p><blockquote><html><head></head><body>美国银行周一表示，由于市场波动和利率上升，固定收益交易好于预期以及利息收入增长，利润和收入超出预期。</body></html></blockquote></p><p>Here are the numbers:</p><p><blockquote>以下是数字：</blockquote></p><p><ul><li>Earnings:  81 cents vs. the 77 cents a share estimate of analysts surveyed by Refinitiv.</li><li>Revenue: $24.61 billion vs. $23.57 billion estimate</li></ul>Bank of America said third-quarter profit fell 8% to $7.1 billion, or 81 cents a share, as the company booked a $738 million provision for credit losses in the quarter. Revenue net of interest expense jumped to $24.61 billion.</p><p><blockquote><ul><li>收益：81 美分，而 Refinitiv 调查的分析师的预期为每股 77 美分。</li><li>收入：246.1 亿美元，预期为 235.7 亿美元</li></ul>美国银行表示，第三季度利润下降 8%，至 71 亿美元，即每股 81 美分，原因是该公司本季度计提了 7.38 亿美元的信贷损失准备金。扣除利息支出后的收入跃升至 246.1 亿美元。</blockquote></p><p>Shares of the bank rose 2.49% in premarket trading.</p><p><blockquote>该银行股价在盘前交易中上涨2.49%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/4519db9b2e49bbd37920a7f299794f29\" tg-width=\"821\" tg-height=\"825\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>Bank of America, led by CEO Brian Moynihan, was supposed to be one of the main beneficiaries of the Federal Reserve’s rate-boosting campaign. While bank stocks got hammered this year amid concerns a recession was on the way, lenders including Bank of America, JPMorgan Chase and Wells Fargo are producing stronger profits as rates rise, allowing them to generate more profits from their core deposits and lending activities.</p><p><blockquote>由首席执行官布莱恩-莫伊尼汉（Brian Moynihan）领导的美国银行本应是美联储加息行动的主要受益者之一。尽管由于担心经济衰退即将到来，银行股今年遭受重创，但随着利率上升，包括美国银行、摩根大通和富国银行在内的银行正在产生更强劲的利润，使它们能够从核心存款和贷款活动中获得更多利润。</blockquote></p><p>“Our U.S. consumer clients remained resilient with strong, although slower growing, spending levels and still maintained elevated deposit amounts,” Moynihan said in the release. “Across the bank, we grew loans by 12% over the last year as we delivered the financial resources to support our clients.”</p><p><blockquote>“莫伊尼汉在新闻稿中说：”我们的美国消费者客户保持了韧性，支出水平强劲，尽管增长速度放缓，但仍然保持着较高的存款额。“在整个银行，我们的贷款比去年增长了 12%，因为我们提供了财政资源来支持我们的客户”。</blockquote></p><p>Investors will be eager to see how well the bank’s retail and business customers are holding up amid signs that both inflation and higher interest rates are taking a toll on the economy.</p><p><blockquote>在有迹象表明通货膨胀和利率上升都对经济造成影响的情况下，投资者将迫切希望看到该银行的零售和企业客户的表现如何。</blockquote></p><p>Bank of America shares have fallen 29% this year through Friday, worse than the 26% decline of the KBW Bank Index.</p><p><blockquote>截至周五，美国银行股价今年已下跌 29%，比 KBW 银行指数 26% 的跌幅还要严重。</blockquote></p><p>Last week, JPMorgan and Wells Fargo topped expectations for third-quarter profit and revenue by generating better-than-expected interest income.Citigroupalso beat analysts’ estimates, and Morgan Stanley missed as choppy marketstook a tollon its investment management business.</p><p><blockquote>上周，摩根大通（JPMorgan）和富国银行（Wells Fargo）第三季度利润和收入超出预期，利息收入好于预期。花旗集团（Citigroup）的业绩也超出了分析师的预期，而摩根士丹利（Morgan Stanley）的业绩则低于预期，因为市场波动对其投资管理业务造成了重创。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bank of America Tops Estimates on Better-Than-Expected Bond Trading, Higher Interest Rates<blockquote>美国银行因债券交易好于预期和利率上升而超出预期</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBank of America Tops Estimates on Better-Than-Expected Bond Trading, Higher Interest Rates<blockquote>美国银行因债券交易好于预期和利率上升而超出预期</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\">2022-10-17 18:48</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Bank of Americasaid Monday that profit and revenue topped expectations on better-than-expected fixed-income trading and gains in interest income, thanks to choppy markets and rising rates.</p><p><blockquote><html><head></head><body>美国银行周一表示，由于市场波动和利率上升，固定收益交易好于预期以及利息收入增长，利润和收入超出预期。</body></html></blockquote></p><p>Here are the numbers:</p><p><blockquote>以下是数字：</blockquote></p><p><ul><li>Earnings:  81 cents vs. the 77 cents a share estimate of analysts surveyed by Refinitiv.</li><li>Revenue: $24.61 billion vs. $23.57 billion estimate</li></ul>Bank of America said third-quarter profit fell 8% to $7.1 billion, or 81 cents a share, as the company booked a $738 million provision for credit losses in the quarter. Revenue net of interest expense jumped to $24.61 billion.</p><p><blockquote><ul><li>收益：81 美分，而 Refinitiv 调查的分析师的预期为每股 77 美分。</li><li>收入：246.1 亿美元，预期为 235.7 亿美元</li></ul>美国银行表示，第三季度利润下降 8%，至 71 亿美元，即每股 81 美分，原因是该公司本季度计提了 7.38 亿美元的信贷损失准备金。扣除利息支出后的收入跃升至 246.1 亿美元。</blockquote></p><p>Shares of the bank rose 2.49% in premarket trading.</p><p><blockquote>该银行股价在盘前交易中上涨2.49%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/4519db9b2e49bbd37920a7f299794f29\" tg-width=\"821\" tg-height=\"825\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>Bank of America, led by CEO Brian Moynihan, was supposed to be one of the main beneficiaries of the Federal Reserve’s rate-boosting campaign. While bank stocks got hammered this year amid concerns a recession was on the way, lenders including Bank of America, JPMorgan Chase and Wells Fargo are producing stronger profits as rates rise, allowing them to generate more profits from their core deposits and lending activities.</p><p><blockquote>由首席执行官布莱恩-莫伊尼汉（Brian Moynihan）领导的美国银行本应是美联储加息行动的主要受益者之一。尽管由于担心经济衰退即将到来，银行股今年遭受重创，但随着利率上升，包括美国银行、摩根大通和富国银行在内的银行正在产生更强劲的利润，使它们能够从核心存款和贷款活动中获得更多利润。</blockquote></p><p>“Our U.S. consumer clients remained resilient with strong, although slower growing, spending levels and still maintained elevated deposit amounts,” Moynihan said in the release. “Across the bank, we grew loans by 12% over the last year as we delivered the financial resources to support our clients.”</p><p><blockquote>“莫伊尼汉在新闻稿中说：”我们的美国消费者客户保持了韧性，支出水平强劲，尽管增长速度放缓，但仍然保持着较高的存款额。“在整个银行，我们的贷款比去年增长了 12%，因为我们提供了财政资源来支持我们的客户”。</blockquote></p><p>Investors will be eager to see how well the bank’s retail and business customers are holding up amid signs that both inflation and higher interest rates are taking a toll on the economy.</p><p><blockquote>在有迹象表明通货膨胀和利率上升都对经济造成影响的情况下，投资者将迫切希望看到该银行的零售和企业客户的表现如何。</blockquote></p><p>Bank of America shares have fallen 29% this year through Friday, worse than the 26% decline of the KBW Bank Index.</p><p><blockquote>截至周五，美国银行股价今年已下跌 29%，比 KBW 银行指数 26% 的跌幅还要严重。</blockquote></p><p>Last week, JPMorgan and Wells Fargo topped expectations for third-quarter profit and revenue by generating better-than-expected interest income.Citigroupalso beat analysts’ estimates, and Morgan Stanley missed as choppy marketstook a tollon its investment management business.</p><p><blockquote>上周，摩根大通（JPMorgan）和富国银行（Wells Fargo）第三季度利润和收入超出预期，利息收入好于预期。花旗集团（Citigroup）的业绩也超出了分析师的预期，而摩根士丹利（Morgan Stanley）的业绩则低于预期，因为市场波动对其投资管理业务造成了重创。</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":{"BAC":"美国银行"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160743860","content_text":"Bank of Americasaid Monday that profit and revenue topped expectations on better-than-expected fixed-income trading and gains in interest income, thanks to choppy markets and rising rates.Here are the numbers:Earnings:  81 cents vs. the 77 cents a share estimate of analysts surveyed by Refinitiv.Revenue: $24.61 billion vs. $23.57 billion estimateBank of America said third-quarter profit fell 8% to $7.1 billion, or 81 cents a share, as the company booked a $738 million provision for credit losses in the quarter. Revenue net of interest expense jumped to $24.61 billion.Shares of the bank rose 2.49% in premarket trading.Bank of America, led by CEO Brian Moynihan, was supposed to be one of the main beneficiaries of the Federal Reserve’s rate-boosting campaign. While bank stocks got hammered this year amid concerns a recession was on the way, lenders including Bank of America, JPMorgan Chase and Wells Fargo are producing stronger profits as rates rise, allowing them to generate more profits from their core deposits and lending activities.“Our U.S. consumer clients remained resilient with strong, although slower growing, spending levels and still maintained elevated deposit amounts,” Moynihan said in the release. “Across the bank, we grew loans by 12% over the last year as we delivered the financial resources to support our clients.”Investors will be eager to see how well the bank’s retail and business customers are holding up amid signs that both inflation and higher interest rates are taking a toll on the economy.Bank of America shares have fallen 29% this year through Friday, worse than the 26% decline of the KBW Bank Index.Last week, JPMorgan and Wells Fargo topped expectations for third-quarter profit and revenue by generating better-than-expected interest income.Citigroupalso beat analysts’ estimates, and Morgan Stanley missed as choppy marketstook a tollon its investment management business.","news_type":1,"symbols_score_info":{"BAC":0.9}},"isVote":1,"tweetType":1,"viewCount":3678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":666724569,"gmtCreate":1666013149651,"gmtModify":1666013154338,"author":{"id":"3578811676095048","authorId":"3578811676095048","name":"S土豪熊貓G","avatar":"https://static.tigerbbs.com/2bf36dcb8e5b590c1e5f4df466413275","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578811676095048","authorIdStr":"3578811676095048"},"themes":[],"title":"","htmlText":"Tiger","listText":"Tiger","text":"Tiger","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666724569","repostId":"1148332307","repostType":4,"repost":{"id":"1148332307","kind":"news","pubTimestamp":1666003612,"share":"https://www.laohunote.com/m/news/1148332307?lang=zh_CN&edition=full","pubTime":"2022-10-17 18:46","market":"us","language":"en","title":"Bank of New York Mellon Non-GAAP EPS of $1.21 Beats By $0.13, Revenue of $4.28B Beats By $80M<blockquote>纽约梅隆银行非 GAAP 每股收益为 1.21 美元，超过预期为 0.13 美元，收入为 4.28B 美元，超过预期为 8000 万美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148332307","media":"Seeking Alpha","summary":"Bank of New York Mellon(NYSE:BK) Q2 Non-GAAP EPS of $1.21beats by $0.13.3Q22 results include $(664) ","content":"<p><html><head></head><body><ul><li>Bank of New York Mellon(NYSE:BK) Q2 Non-GAAP EPS of $1.21beats by $0.13.</li><li>3Q22 results include $(664) million, or $(0.81) per share, primarily related to impairment of goodwill associated with the Investment Management reporting unit, which was driven by lower market values and a higher discount rate. This goodwill impairment represents a non-cash charge and did not affect BNY Mellon’s liquidity position, tangible common equity or regulatory capital ratios.</li><li>Revenue of $4.28B (+5.9% Y/Y)beats by $80M.</li><li>Net interest revenue increased 44%. Fee revenue decreased 1%</li><li>AUC/A of $42.2 trillion, decreased 7%, primarily market impact</li><li>AUM of $1.8 trillion, decreased 23%, primarily market impact</li><li>Provision for credit losses was a benefit of $30 million, primarily reflecting reserve releases related to cash balances with exposure to Russia and a modest benefit from our commercial real estate portfolio.</li></ul></body></html></p><p><blockquote><html><head></head><body><ul><li>纽约梅隆银行 (NYSE:BK) 第二季度非 GAAP 每股收益为 1.21 美元，超出 0.13 美元。</li><li>2022年第三季度业绩包括（6.64）亿美元，或每股（0.81）美元，主要与投资管理报告部门相关的商誉减值有关，这是由较低的市值和较高的贴现率推动的。这一商誉减值是一项非现金费用，不影响纽约梅隆银行的流动性状况、有形普通股或监管资本比率。</li><li>收入 $4.28B（同比增长 5.9%）超过预期 8000 万美元。</li><li>净利息收入增长44%。费用收入下降1%</li><li>AUC/A为42.2万亿美元，下降7%，主要是市场影响</li><li>AUM为1.8万亿美元，下降23%，主要是市场影响</li><li>信贷损失准备金为 3000 万美元的收益，主要反映了与俄罗斯风险敞口的现金余额相关的准备金释放以及我们商业房地产投资组合的适度收益。</li></ul></body></html></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>Bank of New York Mellon Non-GAAP EPS of $1.21 Beats By $0.13, Revenue of $4.28B Beats By $80M<blockquote>纽约梅隆银行非 GAAP 每股收益为 1.21 美元，超过预期为 0.13 美元，收入为 4.28B 美元，超过预期为 8000 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\">\nBank of New York Mellon Non-GAAP EPS of $1.21 Beats By $0.13, Revenue of $4.28B Beats By $80M<blockquote>纽约梅隆银行非 GAAP 每股收益为 1.21 美元，超过预期为 0.13 美元，收入为 4.28B 美元，超过预期为 8000 万美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2022-10-17 18:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><ul><li>Bank of New York Mellon(NYSE:BK) Q2 Non-GAAP EPS of $1.21beats by $0.13.</li><li>3Q22 results include $(664) million, or $(0.81) per share, primarily related to impairment of goodwill associated with the Investment Management reporting unit, which was driven by lower market values and a higher discount rate. This goodwill impairment represents a non-cash charge and did not affect BNY Mellon’s liquidity position, tangible common equity or regulatory capital ratios.</li><li>Revenue of $4.28B (+5.9% Y/Y)beats by $80M.</li><li>Net interest revenue increased 44%. Fee revenue decreased 1%</li><li>AUC/A of $42.2 trillion, decreased 7%, primarily market impact</li><li>AUM of $1.8 trillion, decreased 23%, primarily market impact</li><li>Provision for credit losses was a benefit of $30 million, primarily reflecting reserve releases related to cash balances with exposure to Russia and a modest benefit from our commercial real estate portfolio.</li></ul></body></html></p><p><blockquote><html><head></head><body><ul><li>纽约梅隆银行 (NYSE:BK) 第二季度非 GAAP 每股收益为 1.21 美元，超出 0.13 美元。</li><li>2022年第三季度业绩包括（6.64）亿美元，或每股（0.81）美元，主要与投资管理报告部门相关的商誉减值有关，这是由较低的市值和较高的贴现率推动的。这一商誉减值是一项非现金费用，不影响纽约梅隆银行的流动性状况、有形普通股或监管资本比率。</li><li>收入 $4.28B（同比增长 5.9%）超过预期 8000 万美元。</li><li>净利息收入增长44%。费用收入下降1%</li><li>AUC/A为42.2万亿美元，下降7%，主要是市场影响</li><li>AUM为1.8万亿美元，下降23%，主要是市场影响</li><li>信贷损失准备金为 3000 万美元的收益，主要反映了与俄罗斯风险敞口的现金余额相关的准备金释放以及我们商业房地产投资组合的适度收益。</li></ul></body></html></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3891718-bank-of-new-york-mellon-non-gaap-eps-of-1_21-beats-0_13-revenue-of-4_28b-beats-80m\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK":"Bank of New York Mellon"},"source_url":"https://seekingalpha.com/news/3891718-bank-of-new-york-mellon-non-gaap-eps-of-1_21-beats-0_13-revenue-of-4_28b-beats-80m","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148332307","content_text":"Bank of New York Mellon(NYSE:BK) Q2 Non-GAAP EPS of $1.21beats by $0.13.3Q22 results include $(664) million, or $(0.81) per share, primarily related to impairment of goodwill associated with the Investment Management reporting unit, which was driven by lower market values and a higher discount rate. This goodwill impairment represents a non-cash charge and did not affect BNY Mellon’s liquidity position, tangible common equity or regulatory capital ratios.Revenue of $4.28B (+5.9% Y/Y)beats by $80M.Net interest revenue increased 44%. Fee revenue decreased 1%AUC/A of $42.2 trillion, decreased 7%, primarily market impactAUM of $1.8 trillion, decreased 23%, primarily market impactProvision for credit losses was a benefit of $30 million, primarily reflecting reserve releases related to cash balances with exposure to Russia and a modest benefit from our commercial real estate portfolio.","news_type":1,"symbols_score_info":{"BK":0.9}},"isVote":1,"tweetType":1,"viewCount":2829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":666414382,"gmtCreate":1665847595346,"gmtModify":1665847598067,"author":{"id":"3578811676095048","authorId":"3578811676095048","name":"S土豪熊貓G","avatar":"https://static.tigerbbs.com/2bf36dcb8e5b590c1e5f4df466413275","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578811676095048","authorIdStr":"3578811676095048"},"themes":[],"title":"","htmlText":"Long,","listText":"Long,","text":"Long,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666414382","repostId":"2275698961","repostType":4,"isVote":1,"tweetType":1,"viewCount":3582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":684471299,"gmtCreate":1660567407916,"gmtModify":1660567409048,"author":{"id":"3578811676095048","authorId":"3578811676095048","name":"S土豪熊貓G","avatar":"https://static.tigerbbs.com/2bf36dcb8e5b590c1e5f4df466413275","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578811676095048","authorIdStr":"3578811676095048"},"themes":[],"title":"","htmlText":"Tiger long","listText":"Tiger long","text":"Tiger long","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684471299","repostId":"2259015474","repostType":4,"isVote":1,"tweetType":1,"viewCount":3933,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":684916968,"gmtCreate":1660041874758,"gmtModify":1660042660239,"author":{"id":"3578811676095048","authorId":"3578811676095048","name":"S土豪熊貓G","avatar":"https://static.tigerbbs.com/2bf36dcb8e5b590c1e5f4df466413275","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578811676095048","authorIdStr":"3578811676095048"},"themes":[],"title":"","htmlText":"Tiger long live","listText":"Tiger long live","text":"Tiger long live","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/684916968","repostId":"1124255732","repostType":4,"repost":{"id":"1124255732","kind":"news","pubTimestamp":1660059125,"share":"https://www.laohunote.com/m/news/1124255732?lang=zh_CN&edition=full","pubTime":"2022-08-09 23:32","market":"us","language":"en","title":"Nvidia: Execution Issues Surfacing Again With Its Downcast Q2 Guidance<blockquote>英伟达：随着第二季度指引下调，执行问题再次出现</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124255732","media":"Seeking Alpha","summary":"SummaryNvidia shocked the market as it posted its Q2 prelim release that came in well below its prev","content":"<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>Nvidia shocked the market as it posted its Q2 prelim release that came in well below its previous guidance, particularly in gaming. Management has overstated its forecasting models tremendously.</li><li>We are disappointed that Nvidia didn&#39;t learn sufficiently from the previous downturn in 2018 with its overstated guidance. As a result, management has lost some credibility with us.</li><li>Broadcom warned in September 2021 that the current cycle was unsustainable. But, we have not observed such early warning in Nvidia&#39;s commentary. Therefore, execution is very poor.</li><li>We reiterate our Hold rating, as we believe NVDA could continue underperforming the market.</li></ul><b>Thesis</b></p><p><blockquote><ul><li>英伟达 (Nvidia) 发布的第二季度初步报告震惊了市场，该报告远低于之前的指导，尤其是在游戏领域。管理层大大夸大了其预测模型。</li><li>我们感到失望的是，英伟达没有从 2018 年之前的低迷中吸取足够的教训，其夸大了指引。因此，管理层对我们失去了一些信誉。</li><li>博通在2021年9月警告称，当前的周期是不可持续的。但是，我们在英伟达的评论中没有观察到这样的预警。所以执行力很差。</li><li>我们重申持有评级，因为我们认为 NVDA 可能会继续跑输市场。</li></ul><b>论文</b></blockquote></p><p>NVIDIA Corporation (NASDAQ:NVDA) stunned the market as it announced its Q2 preliminary results that came in well below its guidance and the Street&#39;s consensus. We highlighted in our previous article that NVIDIA could continue to underperform the market, even though we assessed that it was near its bottom.</p><p><blockquote>英伟达公司（纳斯达克股票代码：NVDA）公布的第二季度初步业绩远低于其指引和华尔街共识，震惊了市场。我们在之前的文章中强调，尽管我们评估英伟达已接近底部，但其表现可能会继续逊于市场。</blockquote></p><p>While we expected NVDA to stage a short-term rally from its June lows, we didn&#39;t envisage NVDA to continue outperforming the market. Notably, NVDA has underperformed the Invesco QQQ ETF (QQQ) and the Technology ETF (XLK) over the past two months (even before yesterday&#39;s sell-off).</p><p><blockquote>虽然我们预计 NVDA 将从 6 月份的低点开始短期反弹，但我们预计 NVDA 的表现不会继续跑赢市场。值得注意的是，NVDA 在过去两个月（甚至在昨天抛售之前）的表现逊于 Invesco QQQ ETF (QQQ) 和 Technology ETF (XLK)。</blockquote></p><p>We maintain our conviction that the market has materially de-rated NVDA, despite its battering from its November 2021 highs. Management has failed to convince us when chips are down that Nvidia could overcome the market&#39;s cyclical nature with its so-called &#34;secular&#34; opportunities.</p><p><blockquote>尽管 NVDA 较 2021 年 11 月高点遭受重创，但我们仍然坚信市场已大幅下调其评级。当芯片下跌时，管理层未能让我们相信英伟达可以凭借其所谓的“长期”机会克服市场的周期性。</blockquote></p><p>Coupled with potentially slowing revenue growth and its steep growth premium, we urge investors to find other well-beaten down opportunities in growth and tech stocks to add exposure. Notwithstanding, we expect semis to have bottomed out and do not expect much further downside in NVDA. As a result, we urge investors not to sell in panic.</p><p><blockquote>再加上收入增长可能放缓及其陡峭的增长溢价，我们敦促投资者在成长型股票和科技股中寻找其他遭受重创的机会，以增加敞口。尽管如此，我们预计半导体已经触底，并且预计 NVDA 不会进一步下跌。因此，我们敦促投资者不要恐慌抛售。</blockquote></p><p>Therefore, we reiterate our Hold rating on NVDA for now.</p><p><blockquote>因此，我们目前重申对 NVDA 的持有评级。</blockquote></p><p><b>Nvidia Lost Credibility With Its Caution</b></p><p><blockquote><b>英伟达的谨慎失去了信誉</b></blockquote></p><p>We are shareholders of NVDA, which account for a reasonable weighting in our portfolio. Therefore, we consider the warning on its Q2 prelim release a massive disappointment but not unexpected.</p><p><blockquote>我们是NVDA的股东，在我们的投资组合中占有合理的权重。因此，我们认为第二季度预发布的警告令人非常失望，但并不出乎意料。</blockquote></p><p>We vividly remember Broadcom (AVGO)CEO Hock Tan cautioned about the current semi downturn in September 2021, demonstrating his prescience and credibility. We also highlighted his comments in our article last year, as he accentuated:</p><p><blockquote>我们清楚地记得 Broadcom (AVGO) 首席执行官 Hock Tan 在 2021 年 9 月对当前的半衰退发出警告，展示了他的先见之明和可信度。我们还在去年的文章中强调了他的评论，正如他强调的那样：</blockquote></p><p>And to answer your question point-blank, I do not see any specific drivers or reasons why the strength we see today is really nothing more than of an exaggerated up-cycle. We always go through a period of digestion. There&#39;s no way we can consume on all that forever. And that&#39;s what is called a cycle, particularly when we expect supply to come into play out of this - out of the current tightness, but dated back to 2020 to start coming in 2023. And the massive investment and CapEx will start deploying capacity in &#39;23 earliest. Then I see &#39;23 where we have supply. And I think digestion of demand might just start to occur. (Broadcom article)<img src=\"https://static.tigerbbs.com/66ac20e2b8ed62af8f2aeaa78f94ad5e\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p><blockquote>直截了当地回答你的问题，我看不到任何具体的驱动因素或原因，为什么我们今天看到的强势实际上只不过是一个夸张的上升周期。我们总是要经历一段消化期。我们不可能永远消费这些。这就是所谓的周期，特别是当我们预计供应将摆脱当前的紧张局势，但可以追溯到 2020 年，并在 2023 年开始出现时。巨额投资和资本支出最早将于 23 年开始部署产能。然后我看到23年我们有供应。我认为需求的消化可能刚刚开始发生。（博通文章）</blockquote></p><p>Nvidia gaming and data center revenue change %(Company filings)</p><p><blockquote>Nvidia 游戏和数据中心收入变化%（公司文件）</blockquote></p><p>Nvidia warned in its preliminary release for FQ2&#39;23that it expects to post revenue of $6.7B, up by just 3% YoY, down significantly from its previous outlook of $8.1B (up 24.4%).</p><p><blockquote>Nvidia 在 2023 年第二季度初步报告中警告称，预计营收为 $6.7B，同比仅增长 3%，大幅低于之前预期的 $8.1B（增长 24.4%）。</blockquote></p><p>The main culprit is gaming, as Nvidia highlighted that it expects gaming to post a decline of 33.4%, as seen above, even though data center growth remains robust. However, Nvidia&#39;s gaming growth has already trended down consistently from its peak growth in FQ1&#39;22, as gaming started to lap challenging comps, complicated by the post-pandemic reopening.</p><p><blockquote>罪魁祸首是游戏，因为英伟达强调，尽管数据中心增长仍然强劲，但它预计游戏将下降 33.4%，如上所述。然而，英伟达的游戏增长已经从 2022 年第一季度的峰值增长持续下降，因为游戏开始绕过具有挑战性的竞争，而大流行后的重新开放又使其变得复杂。</blockquote></p><p>Furthermore, the destruction in crypto mining added to the headwinds in gaming cards ASPs, creating further challenges for Nvidia as it prepares to launch its RTX 40-series Ada Lovelace graphics.</p><p><blockquote>此外，加密挖矿的破坏增加了游戏卡ASP的阻力，为Nvidia准备推出RTX 40系列Ada Lovelace显卡带来了进一步的挑战。</blockquote></p><p>But, Nvidia has consistently maintained its &#34;strong&#34; belief in its gaming segment, often accentuating its strength and consistency. CEO Jensen Huang highlighted in a June conference that he expects gaming to continue posting robust growth cadence. He articulated:</p><p><blockquote>但是，英伟达一直保持着对其游戏领域的“坚定”信念，经常强调其实力和一致性。首席执行官黄仁勋在6月份的一次会议上强调，他预计博彩业将继续保持强劲的增长势头。他说：</blockquote></p><p>China is a significant market. Russia is a meaningful market for our gaming business. However, gaming remains solid even in the face of China and Russia. Q1 sell-through grew year-over-year over last year, which was a really fantastic year. And so gaming sell-through remains solid. (BofA 2022 Global Technology Conference)But, consider what Huang emphasized two months later in Nvidia&#39;s prelim release. He said:</p><p><blockquote>中国是一个重要的市场。俄罗斯是我们博彩业务的重要市场。然而，即使面对中国和俄罗斯，博彩业仍然稳固。第一季度的销售额比去年同比增长，这是非常棒的一年。因此，游戏销售依然稳固。（美国银行 2022 年全球科技大会）但是，想想黄两个月后在英伟达的初步发布中强调的内容。他说：</blockquote></p><p></p><p>Our gaming product sell-through projections declined significantly as the quarter progressed. As we expect the macroeconomic conditions affecting sell-through to continue, we took action with our Gaming partners to adjust channel prices and inventory. - NvidiaTherefore, we believe Huang &amp; team has lost some credibility with us. Moreover, it shows that the company overstated its forecasting models, resulting in weak execution. Given Nvidia&#39;s experience navigating the previous crypto downturn in 2018, we are highly disappointed with how management has managed its guidance heading into its Q2 prelim release.</p><p><blockquote>随着季度的进展，我们的游戏产品销量预测大幅下降。由于我们预计影响销售的宏观经济状况将持续，我们与博彩合作伙伴采取行动调整渠道价格和库存。- NVIDIA因此，我们认为 Huang &amp; team 已经失去了我们的一些信誉。此外，这表明该公司夸大了其预测模型，导致执行不力。鉴于 Nvidia 在 2018 年经历了之前的加密货币低迷时期，我们对管理层在第二季度初步发布前如何管理其指导感到非常失望。</blockquote></p><p><img src=\"https://static.tigerbbs.com/8cf57b7e1fc91128408275fb9e5712e2\" tg-width=\"640\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>Nvidia pro viz and automotive revenue change %(Company filings)</p><p><blockquote>Nvidia pro viz 和汽车收入变化百分比（公司文件）</blockquote></p><p>Nvidia&#39;s pro visualization segment&#39;s growth has also slowed down markedly, reflecting the weakness in its gaming segment. Therefore, the euphoria over the Omniverse opportunity has yet to gain significant traction. As a result, we urge investors to pay attention to its data center growth cadence moving forward, as it&#39;s critical to underpin NVDA&#39;s expensive valuation.</p><p><blockquote>英伟达专业可视化部门的增长也明显放缓，反映出其游戏部门的疲软。因此，对宇宙机会的兴奋还没有获得显著的牵引力。因此，我们敦促投资者关注其数据中心未来的增长速度，因为这对于支撑 NVDA 昂贵的估值至关重要。</blockquote></p><p>Automotive is the bright spot after tepid growth over the past four quarters. However, QUALCOMM (QCOM) remains confident that it&#39;s the leading player with its digital chassis, given the size of its design pipeline and growth momentum. Therefore, we urge Nvidia investors to pay close attention to Qualcomm&#39;s performance and not simply buy into Nvidia&#39;s commentary on its auto momentum.</p><p><blockquote>在过去四个季度增长不温不火之后，汽车行业是亮点。然而，考虑到其设计管道的规模和增长势头，高通 (QCOM) 仍然相信自己是数字机箱的领先企业。因此，我们敦促英伟达投资者密切关注高通的业绩，而不是简单地相信英伟达对其汽车势头的评论。</blockquote></p><p>Qualcomm highlighted in a May conference that its digital chassis competes with Mobileye (INTC) directly, suggesting two of them are leading the pack, without mentioning Nvidia. Management also accentuated in its recent Q3 earnings that it has garnered more than $19B in its auto design pipeline, and delivered auto revenue of $350M, up 38% YoY. Furthermore, the company emphasized that its open platform helps spur adoption by auto OEMs. Therefore, Nvidia investors need to assess the competition from Qualcomm carefully.</p><p><blockquote>高通在 5 月份的一次会议上强调，其数字机箱直接与 Mobileye (INTC) 竞争，这表明其中两家公司处于领先地位，但没有提及 Nvidia。管理层还在最近的第三季度财报中强调，其汽车设计渠道已筹集超过 19B 美元，汽车收入达到 3.5 亿美元，同比增长 38%。此外，该公司强调，其开放平台有助于刺激汽车原始设备制造商的采用。因此，英伟达投资者需要仔细评估来自高通的竞争。</blockquote></p><p><b>Is NVDA Stock A Buy, Sell, Or Hold?</b></p><p><blockquote><b>NVDA 股票是买入、卖出还是持有？</b></blockquote></p><p>We are confident that NVDA has likely staged its medium-term bottom in June, in line with its semi peers.</p><p><blockquote>我们相信 NVDA 可能会在 6 月份出现中期底部，与其半同行一致。</blockquote></p><p>But, growth and tech investors are spoilt for choice, given the tech bear market. Being at a bottom doesn&#39;t necessarily mean that investors should jump on the opportunity to add NVDA, as we believe it could still underperform the market.</p><p><blockquote>但是，鉴于科技熊市，成长型和科技投资者的选择被宠坏了。处于底部并不一定意味着投资者应该抓住增持 NVDA 的机会，因为我们认为它的表现仍然可能逊于市场。</blockquote></p><p>Therefore, <i>we reiterate our Hold rating on NVDA</i> and urge investors to look elsewhere.</p><p><blockquote>因此，<i>我们重申对 NVDA 的持有评级</i>并敦促投资者另寻他处。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Execution Issues Surfacing Again With Its Downcast Q2 Guidance<blockquote>英伟达：随着第二季度指引下调，执行问题再次出现</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\">\nNvidia: Execution Issues Surfacing Again With Its Downcast Q2 Guidance<blockquote>英伟达：随着第二季度指引下调，执行问题再次出现</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2022-08-09 23:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>Nvidia shocked the market as it posted its Q2 prelim release that came in well below its previous guidance, particularly in gaming. Management has overstated its forecasting models tremendously.</li><li>We are disappointed that Nvidia didn&#39;t learn sufficiently from the previous downturn in 2018 with its overstated guidance. As a result, management has lost some credibility with us.</li><li>Broadcom warned in September 2021 that the current cycle was unsustainable. But, we have not observed such early warning in Nvidia&#39;s commentary. Therefore, execution is very poor.</li><li>We reiterate our Hold rating, as we believe NVDA could continue underperforming the market.</li></ul><b>Thesis</b></p><p><blockquote><ul><li>英伟达 (Nvidia) 发布的第二季度初步报告震惊了市场，该报告远低于之前的指导，尤其是在游戏领域。管理层大大夸大了其预测模型。</li><li>我们感到失望的是，英伟达没有从 2018 年之前的低迷中吸取足够的教训，其夸大了指引。因此，管理层对我们失去了一些信誉。</li><li>博通在2021年9月警告称，当前的周期是不可持续的。但是，我们在英伟达的评论中没有观察到这样的预警。所以执行力很差。</li><li>我们重申持有评级，因为我们认为 NVDA 可能会继续跑输市场。</li></ul><b>论文</b></blockquote></p><p>NVIDIA Corporation (NASDAQ:NVDA) stunned the market as it announced its Q2 preliminary results that came in well below its guidance and the Street&#39;s consensus. We highlighted in our previous article that NVIDIA could continue to underperform the market, even though we assessed that it was near its bottom.</p><p><blockquote>英伟达公司（纳斯达克股票代码：NVDA）公布的第二季度初步业绩远低于其指引和华尔街共识，震惊了市场。我们在之前的文章中强调，尽管我们评估英伟达已接近底部，但其表现可能会继续逊于市场。</blockquote></p><p>While we expected NVDA to stage a short-term rally from its June lows, we didn&#39;t envisage NVDA to continue outperforming the market. Notably, NVDA has underperformed the Invesco QQQ ETF (QQQ) and the Technology ETF (XLK) over the past two months (even before yesterday&#39;s sell-off).</p><p><blockquote>虽然我们预计 NVDA 将从 6 月份的低点开始短期反弹，但我们预计 NVDA 的表现不会继续跑赢市场。值得注意的是，NVDA 在过去两个月（甚至在昨天抛售之前）的表现逊于 Invesco QQQ ETF (QQQ) 和 Technology ETF (XLK)。</blockquote></p><p>We maintain our conviction that the market has materially de-rated NVDA, despite its battering from its November 2021 highs. Management has failed to convince us when chips are down that Nvidia could overcome the market&#39;s cyclical nature with its so-called &#34;secular&#34; opportunities.</p><p><blockquote>尽管 NVDA 较 2021 年 11 月高点遭受重创，但我们仍然坚信市场已大幅下调其评级。当芯片下跌时，管理层未能让我们相信英伟达可以凭借其所谓的“长期”机会克服市场的周期性。</blockquote></p><p>Coupled with potentially slowing revenue growth and its steep growth premium, we urge investors to find other well-beaten down opportunities in growth and tech stocks to add exposure. Notwithstanding, we expect semis to have bottomed out and do not expect much further downside in NVDA. As a result, we urge investors not to sell in panic.</p><p><blockquote>再加上收入增长可能放缓及其陡峭的增长溢价，我们敦促投资者在成长型股票和科技股中寻找其他遭受重创的机会，以增加敞口。尽管如此，我们预计半导体已经触底，并且预计 NVDA 不会进一步下跌。因此，我们敦促投资者不要恐慌抛售。</blockquote></p><p>Therefore, we reiterate our Hold rating on NVDA for now.</p><p><blockquote>因此，我们目前重申对 NVDA 的持有评级。</blockquote></p><p><b>Nvidia Lost Credibility With Its Caution</b></p><p><blockquote><b>英伟达的谨慎失去了信誉</b></blockquote></p><p>We are shareholders of NVDA, which account for a reasonable weighting in our portfolio. Therefore, we consider the warning on its Q2 prelim release a massive disappointment but not unexpected.</p><p><blockquote>我们是NVDA的股东，在我们的投资组合中占有合理的权重。因此，我们认为第二季度预发布的警告令人非常失望，但并不出乎意料。</blockquote></p><p>We vividly remember Broadcom (AVGO)CEO Hock Tan cautioned about the current semi downturn in September 2021, demonstrating his prescience and credibility. We also highlighted his comments in our article last year, as he accentuated:</p><p><blockquote>我们清楚地记得 Broadcom (AVGO) 首席执行官 Hock Tan 在 2021 年 9 月对当前的半衰退发出警告，展示了他的先见之明和可信度。我们还在去年的文章中强调了他的评论，正如他强调的那样：</blockquote></p><p>And to answer your question point-blank, I do not see any specific drivers or reasons why the strength we see today is really nothing more than of an exaggerated up-cycle. We always go through a period of digestion. There&#39;s no way we can consume on all that forever. And that&#39;s what is called a cycle, particularly when we expect supply to come into play out of this - out of the current tightness, but dated back to 2020 to start coming in 2023. And the massive investment and CapEx will start deploying capacity in &#39;23 earliest. Then I see &#39;23 where we have supply. And I think digestion of demand might just start to occur. (Broadcom article)<img src=\"https://static.tigerbbs.com/66ac20e2b8ed62af8f2aeaa78f94ad5e\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p><blockquote>直截了当地回答你的问题，我看不到任何具体的驱动因素或原因，为什么我们今天看到的强势实际上只不过是一个夸张的上升周期。我们总是要经历一段消化期。我们不可能永远消费这些。这就是所谓的周期，特别是当我们预计供应将摆脱当前的紧张局势，但可以追溯到 2020 年，并在 2023 年开始出现时。巨额投资和资本支出最早将于 23 年开始部署产能。然后我看到23年我们有供应。我认为需求的消化可能刚刚开始发生。（博通文章）</blockquote></p><p>Nvidia gaming and data center revenue change %(Company filings)</p><p><blockquote>Nvidia 游戏和数据中心收入变化%（公司文件）</blockquote></p><p>Nvidia warned in its preliminary release for FQ2&#39;23that it expects to post revenue of $6.7B, up by just 3% YoY, down significantly from its previous outlook of $8.1B (up 24.4%).</p><p><blockquote>Nvidia 在 2023 年第二季度初步报告中警告称，预计营收为 $6.7B，同比仅增长 3%，大幅低于之前预期的 $8.1B（增长 24.4%）。</blockquote></p><p>The main culprit is gaming, as Nvidia highlighted that it expects gaming to post a decline of 33.4%, as seen above, even though data center growth remains robust. However, Nvidia&#39;s gaming growth has already trended down consistently from its peak growth in FQ1&#39;22, as gaming started to lap challenging comps, complicated by the post-pandemic reopening.</p><p><blockquote>罪魁祸首是游戏，因为英伟达强调，尽管数据中心增长仍然强劲，但它预计游戏将下降 33.4%，如上所述。然而，英伟达的游戏增长已经从 2022 年第一季度的峰值增长持续下降，因为游戏开始绕过具有挑战性的竞争，而大流行后的重新开放又使其变得复杂。</blockquote></p><p>Furthermore, the destruction in crypto mining added to the headwinds in gaming cards ASPs, creating further challenges for Nvidia as it prepares to launch its RTX 40-series Ada Lovelace graphics.</p><p><blockquote>此外，加密挖矿的破坏增加了游戏卡ASP的阻力，为Nvidia准备推出RTX 40系列Ada Lovelace显卡带来了进一步的挑战。</blockquote></p><p>But, Nvidia has consistently maintained its &#34;strong&#34; belief in its gaming segment, often accentuating its strength and consistency. CEO Jensen Huang highlighted in a June conference that he expects gaming to continue posting robust growth cadence. He articulated:</p><p><blockquote>但是，英伟达一直保持着对其游戏领域的“坚定”信念，经常强调其实力和一致性。首席执行官黄仁勋在6月份的一次会议上强调，他预计博彩业将继续保持强劲的增长势头。他说：</blockquote></p><p>China is a significant market. Russia is a meaningful market for our gaming business. However, gaming remains solid even in the face of China and Russia. Q1 sell-through grew year-over-year over last year, which was a really fantastic year. And so gaming sell-through remains solid. (BofA 2022 Global Technology Conference)But, consider what Huang emphasized two months later in Nvidia&#39;s prelim release. He said:</p><p><blockquote>中国是一个重要的市场。俄罗斯是我们博彩业务的重要市场。然而，即使面对中国和俄罗斯，博彩业仍然稳固。第一季度的销售额比去年同比增长，这是非常棒的一年。因此，游戏销售依然稳固。（美国银行 2022 年全球科技大会）但是，想想黄两个月后在英伟达的初步发布中强调的内容。他说：</blockquote></p><p></p><p>Our gaming product sell-through projections declined significantly as the quarter progressed. As we expect the macroeconomic conditions affecting sell-through to continue, we took action with our Gaming partners to adjust channel prices and inventory. - NvidiaTherefore, we believe Huang &amp; team has lost some credibility with us. Moreover, it shows that the company overstated its forecasting models, resulting in weak execution. Given Nvidia&#39;s experience navigating the previous crypto downturn in 2018, we are highly disappointed with how management has managed its guidance heading into its Q2 prelim release.</p><p><blockquote>随着季度的进展，我们的游戏产品销量预测大幅下降。由于我们预计影响销售的宏观经济状况将持续，我们与博彩合作伙伴采取行动调整渠道价格和库存。- NVIDIA因此，我们认为 Huang &amp; team 已经失去了我们的一些信誉。此外，这表明该公司夸大了其预测模型，导致执行不力。鉴于 Nvidia 在 2018 年经历了之前的加密货币低迷时期，我们对管理层在第二季度初步发布前如何管理其指导感到非常失望。</blockquote></p><p><img src=\"https://static.tigerbbs.com/8cf57b7e1fc91128408275fb9e5712e2\" tg-width=\"640\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>Nvidia pro viz and automotive revenue change %(Company filings)</p><p><blockquote>Nvidia pro viz 和汽车收入变化百分比（公司文件）</blockquote></p><p>Nvidia&#39;s pro visualization segment&#39;s growth has also slowed down markedly, reflecting the weakness in its gaming segment. Therefore, the euphoria over the Omniverse opportunity has yet to gain significant traction. As a result, we urge investors to pay attention to its data center growth cadence moving forward, as it&#39;s critical to underpin NVDA&#39;s expensive valuation.</p><p><blockquote>英伟达专业可视化部门的增长也明显放缓，反映出其游戏部门的疲软。因此，对宇宙机会的兴奋还没有获得显著的牵引力。因此，我们敦促投资者关注其数据中心未来的增长速度，因为这对于支撑 NVDA 昂贵的估值至关重要。</blockquote></p><p>Automotive is the bright spot after tepid growth over the past four quarters. However, QUALCOMM (QCOM) remains confident that it&#39;s the leading player with its digital chassis, given the size of its design pipeline and growth momentum. Therefore, we urge Nvidia investors to pay close attention to Qualcomm&#39;s performance and not simply buy into Nvidia&#39;s commentary on its auto momentum.</p><p><blockquote>在过去四个季度增长不温不火之后，汽车行业是亮点。然而，考虑到其设计管道的规模和增长势头，高通 (QCOM) 仍然相信自己是数字机箱的领先企业。因此，我们敦促英伟达投资者密切关注高通的业绩，而不是简单地相信英伟达对其汽车势头的评论。</blockquote></p><p>Qualcomm highlighted in a May conference that its digital chassis competes with Mobileye (INTC) directly, suggesting two of them are leading the pack, without mentioning Nvidia. Management also accentuated in its recent Q3 earnings that it has garnered more than $19B in its auto design pipeline, and delivered auto revenue of $350M, up 38% YoY. Furthermore, the company emphasized that its open platform helps spur adoption by auto OEMs. Therefore, Nvidia investors need to assess the competition from Qualcomm carefully.</p><p><blockquote>高通在 5 月份的一次会议上强调，其数字机箱直接与 Mobileye (INTC) 竞争，这表明其中两家公司处于领先地位，但没有提及 Nvidia。管理层还在最近的第三季度财报中强调，其汽车设计渠道已筹集超过 19B 美元，汽车收入达到 3.5 亿美元，同比增长 38%。此外，该公司强调，其开放平台有助于刺激汽车原始设备制造商的采用。因此，英伟达投资者需要仔细评估来自高通的竞争。</blockquote></p><p><b>Is NVDA Stock A Buy, Sell, Or Hold?</b></p><p><blockquote><b>NVDA 股票是买入、卖出还是持有？</b></blockquote></p><p>We are confident that NVDA has likely staged its medium-term bottom in June, in line with its semi peers.</p><p><blockquote>我们相信 NVDA 可能会在 6 月份出现中期底部，与其半同行一致。</blockquote></p><p>But, growth and tech investors are spoilt for choice, given the tech bear market. Being at a bottom doesn&#39;t necessarily mean that investors should jump on the opportunity to add NVDA, as we believe it could still underperform the market.</p><p><blockquote>但是，鉴于科技熊市，成长型和科技投资者的选择被宠坏了。处于底部并不一定意味着投资者应该抓住增持 NVDA 的机会，因为我们认为它的表现仍然可能逊于市场。</blockquote></p><p>Therefore, <i>we reiterate our Hold rating on NVDA</i> and urge investors to look elsewhere.</p><p><blockquote>因此，<i>我们重申对 NVDA 的持有评级</i>并敦促投资者另寻他处。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4531838-nvidia-execution-issues-surfacing-with-downcast-q2-guidance?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4531838-nvidia-execution-issues-surfacing-with-downcast-q2-guidance?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124255732","content_text":"SummaryNvidia shocked the market as it posted its Q2 prelim release that came in well below its previous guidance, particularly in gaming. Management has overstated its forecasting models tremendously.We are disappointed that Nvidia didn't learn sufficiently from the previous downturn in 2018 with its overstated guidance. As a result, management has lost some credibility with us.Broadcom warned in September 2021 that the current cycle was unsustainable. But, we have not observed such early warning in Nvidia's commentary. Therefore, execution is very poor.We reiterate our Hold rating, as we believe NVDA could continue underperforming the market.ThesisNVIDIA Corporation (NASDAQ:NVDA) stunned the market as it announced its Q2 preliminary results that came in well below its guidance and the Street's consensus. We highlighted in our previous article that NVIDIA could continue to underperform the market, even though we assessed that it was near its bottom.While we expected NVDA to stage a short-term rally from its June lows, we didn't envisage NVDA to continue outperforming the market. Notably, NVDA has underperformed the Invesco QQQ ETF (QQQ) and the Technology ETF (XLK) over the past two months (even before yesterday's sell-off).We maintain our conviction that the market has materially de-rated NVDA, despite its battering from its November 2021 highs. Management has failed to convince us when chips are down that Nvidia could overcome the market's cyclical nature with its so-called \"secular\" opportunities.Coupled with potentially slowing revenue growth and its steep growth premium, we urge investors to find other well-beaten down opportunities in growth and tech stocks to add exposure. Notwithstanding, we expect semis to have bottomed out and do not expect much further downside in NVDA. As a result, we urge investors not to sell in panic.Therefore, we reiterate our Hold rating on NVDA for now.Nvidia Lost Credibility With Its CautionWe are shareholders of NVDA, which account for a reasonable weighting in our portfolio. Therefore, we consider the warning on its Q2 prelim release a massive disappointment but not unexpected.We vividly remember Broadcom (AVGO)CEO Hock Tan cautioned about the current semi downturn in September 2021, demonstrating his prescience and credibility. We also highlighted his comments in our article last year, as he accentuated:And to answer your question point-blank, I do not see any specific drivers or reasons why the strength we see today is really nothing more than of an exaggerated up-cycle. We always go through a period of digestion. There's no way we can consume on all that forever. And that's what is called a cycle, particularly when we expect supply to come into play out of this - out of the current tightness, but dated back to 2020 to start coming in 2023. And the massive investment and CapEx will start deploying capacity in '23 earliest. Then I see '23 where we have supply. And I think digestion of demand might just start to occur. (Broadcom article)Nvidia gaming and data center revenue change %(Company filings)Nvidia warned in its preliminary release for FQ2'23that it expects to post revenue of $6.7B, up by just 3% YoY, down significantly from its previous outlook of $8.1B (up 24.4%).The main culprit is gaming, as Nvidia highlighted that it expects gaming to post a decline of 33.4%, as seen above, even though data center growth remains robust. However, Nvidia's gaming growth has already trended down consistently from its peak growth in FQ1'22, as gaming started to lap challenging comps, complicated by the post-pandemic reopening.Furthermore, the destruction in crypto mining added to the headwinds in gaming cards ASPs, creating further challenges for Nvidia as it prepares to launch its RTX 40-series Ada Lovelace graphics.But, Nvidia has consistently maintained its \"strong\" belief in its gaming segment, often accentuating its strength and consistency. CEO Jensen Huang highlighted in a June conference that he expects gaming to continue posting robust growth cadence. He articulated:China is a significant market. Russia is a meaningful market for our gaming business. However, gaming remains solid even in the face of China and Russia. Q1 sell-through grew year-over-year over last year, which was a really fantastic year. And so gaming sell-through remains solid. (BofA 2022 Global Technology Conference)But, consider what Huang emphasized two months later in Nvidia's prelim release. He said:Our gaming product sell-through projections declined significantly as the quarter progressed. As we expect the macroeconomic conditions affecting sell-through to continue, we took action with our Gaming partners to adjust channel prices and inventory. - NvidiaTherefore, we believe Huang & team has lost some credibility with us. Moreover, it shows that the company overstated its forecasting models, resulting in weak execution. Given Nvidia's experience navigating the previous crypto downturn in 2018, we are highly disappointed with how management has managed its guidance heading into its Q2 prelim release.Nvidia pro viz and automotive revenue change %(Company filings)Nvidia's pro visualization segment's growth has also slowed down markedly, reflecting the weakness in its gaming segment. Therefore, the euphoria over the Omniverse opportunity has yet to gain significant traction. As a result, we urge investors to pay attention to its data center growth cadence moving forward, as it's critical to underpin NVDA's expensive valuation.Automotive is the bright spot after tepid growth over the past four quarters. However, QUALCOMM (QCOM) remains confident that it's the leading player with its digital chassis, given the size of its design pipeline and growth momentum. Therefore, we urge Nvidia investors to pay close attention to Qualcomm's performance and not simply buy into Nvidia's commentary on its auto momentum.Qualcomm highlighted in a May conference that its digital chassis competes with Mobileye (INTC) directly, suggesting two of them are leading the pack, without mentioning Nvidia. Management also accentuated in its recent Q3 earnings that it has garnered more than $19B in its auto design pipeline, and delivered auto revenue of $350M, up 38% YoY. Furthermore, the company emphasized that its open platform helps spur adoption by auto OEMs. Therefore, Nvidia investors need to assess the competition from Qualcomm carefully.Is NVDA Stock A Buy, Sell, Or Hold?We are confident that NVDA has likely staged its medium-term bottom in June, in line with its semi peers.But, growth and tech investors are spoilt for choice, given the tech bear market. Being at a bottom doesn't necessarily mean that investors should jump on the opportunity to add NVDA, as we believe it could still underperform the market.Therefore, we reiterate our Hold rating on NVDA and urge investors to look elsewhere.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":5114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":684918724,"gmtCreate":1660041786773,"gmtModify":1660042469709,"author":{"id":"3578811676095048","authorId":"3578811676095048","name":"S土豪熊貓G","avatar":"https://static.tigerbbs.com/2bf36dcb8e5b590c1e5f4df466413275","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578811676095048","authorIdStr":"3578811676095048"},"themes":[],"title":"","htmlText":"Tiger long!","listText":"Tiger long!","text":"Tiger long!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684918724","repostId":"1124255732","repostType":4,"repost":{"id":"1124255732","kind":"news","pubTimestamp":1660059125,"share":"https://www.laohunote.com/m/news/1124255732?lang=zh_CN&edition=full","pubTime":"2022-08-09 23:32","market":"us","language":"en","title":"Nvidia: Execution Issues Surfacing Again With Its Downcast Q2 Guidance<blockquote>英伟达：随着第二季度指引下调，执行问题再次出现</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124255732","media":"Seeking Alpha","summary":"SummaryNvidia shocked the market as it posted its Q2 prelim release that came in well below its prev","content":"<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>Nvidia shocked the market as it posted its Q2 prelim release that came in well below its previous guidance, particularly in gaming. Management has overstated its forecasting models tremendously.</li><li>We are disappointed that Nvidia didn&#39;t learn sufficiently from the previous downturn in 2018 with its overstated guidance. As a result, management has lost some credibility with us.</li><li>Broadcom warned in September 2021 that the current cycle was unsustainable. But, we have not observed such early warning in Nvidia&#39;s commentary. Therefore, execution is very poor.</li><li>We reiterate our Hold rating, as we believe NVDA could continue underperforming the market.</li></ul><b>Thesis</b></p><p><blockquote><ul><li>英伟达 (Nvidia) 发布的第二季度初步报告震惊了市场，该报告远低于之前的指导，尤其是在游戏领域。管理层大大夸大了其预测模型。</li><li>我们感到失望的是，英伟达没有从 2018 年之前的低迷中吸取足够的教训，其夸大了指引。因此，管理层对我们失去了一些信誉。</li><li>博通在2021年9月警告称，当前的周期是不可持续的。但是，我们在英伟达的评论中没有观察到这样的预警。所以执行力很差。</li><li>我们重申持有评级，因为我们认为 NVDA 可能会继续跑输市场。</li></ul><b>论文</b></blockquote></p><p>NVIDIA Corporation (NASDAQ:NVDA) stunned the market as it announced its Q2 preliminary results that came in well below its guidance and the Street&#39;s consensus. We highlighted in our previous article that NVIDIA could continue to underperform the market, even though we assessed that it was near its bottom.</p><p><blockquote>英伟达公司（纳斯达克股票代码：NVDA）公布的第二季度初步业绩远低于其指引和华尔街共识，震惊了市场。我们在之前的文章中强调，尽管我们评估英伟达已接近底部，但其表现可能会继续逊于市场。</blockquote></p><p>While we expected NVDA to stage a short-term rally from its June lows, we didn&#39;t envisage NVDA to continue outperforming the market. Notably, NVDA has underperformed the Invesco QQQ ETF (QQQ) and the Technology ETF (XLK) over the past two months (even before yesterday&#39;s sell-off).</p><p><blockquote>虽然我们预计 NVDA 将从 6 月份的低点开始短期反弹，但我们预计 NVDA 的表现不会继续跑赢市场。值得注意的是，NVDA 在过去两个月（甚至在昨天抛售之前）的表现逊于 Invesco QQQ ETF (QQQ) 和 Technology ETF (XLK)。</blockquote></p><p>We maintain our conviction that the market has materially de-rated NVDA, despite its battering from its November 2021 highs. Management has failed to convince us when chips are down that Nvidia could overcome the market&#39;s cyclical nature with its so-called &#34;secular&#34; opportunities.</p><p><blockquote>尽管 NVDA 较 2021 年 11 月高点遭受重创，但我们仍然坚信市场已大幅下调其评级。当芯片下跌时，管理层未能让我们相信英伟达可以凭借其所谓的“长期”机会克服市场的周期性。</blockquote></p><p>Coupled with potentially slowing revenue growth and its steep growth premium, we urge investors to find other well-beaten down opportunities in growth and tech stocks to add exposure. Notwithstanding, we expect semis to have bottomed out and do not expect much further downside in NVDA. As a result, we urge investors not to sell in panic.</p><p><blockquote>再加上收入增长可能放缓及其陡峭的增长溢价，我们敦促投资者在成长型股票和科技股中寻找其他遭受重创的机会，以增加敞口。尽管如此，我们预计半导体已经触底，并且预计 NVDA 不会进一步下跌。因此，我们敦促投资者不要恐慌抛售。</blockquote></p><p>Therefore, we reiterate our Hold rating on NVDA for now.</p><p><blockquote>因此，我们目前重申对 NVDA 的持有评级。</blockquote></p><p><b>Nvidia Lost Credibility With Its Caution</b></p><p><blockquote><b>英伟达的谨慎失去了信誉</b></blockquote></p><p>We are shareholders of NVDA, which account for a reasonable weighting in our portfolio. Therefore, we consider the warning on its Q2 prelim release a massive disappointment but not unexpected.</p><p><blockquote>我们是NVDA的股东，在我们的投资组合中占有合理的权重。因此，我们认为第二季度预发布的警告令人非常失望，但并不出乎意料。</blockquote></p><p>We vividly remember Broadcom (AVGO)CEO Hock Tan cautioned about the current semi downturn in September 2021, demonstrating his prescience and credibility. We also highlighted his comments in our article last year, as he accentuated:</p><p><blockquote>我们清楚地记得 Broadcom (AVGO) 首席执行官 Hock Tan 在 2021 年 9 月对当前的半衰退发出警告，展示了他的先见之明和可信度。我们还在去年的文章中强调了他的评论，正如他强调的那样：</blockquote></p><p>And to answer your question point-blank, I do not see any specific drivers or reasons why the strength we see today is really nothing more than of an exaggerated up-cycle. We always go through a period of digestion. There&#39;s no way we can consume on all that forever. And that&#39;s what is called a cycle, particularly when we expect supply to come into play out of this - out of the current tightness, but dated back to 2020 to start coming in 2023. And the massive investment and CapEx will start deploying capacity in &#39;23 earliest. Then I see &#39;23 where we have supply. And I think digestion of demand might just start to occur. (Broadcom article)<img src=\"https://static.tigerbbs.com/66ac20e2b8ed62af8f2aeaa78f94ad5e\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p><blockquote>直截了当地回答你的问题，我看不到任何具体的驱动因素或原因，为什么我们今天看到的强势实际上只不过是一个夸张的上升周期。我们总是要经历一段消化期。我们不可能永远消费这些。这就是所谓的周期，特别是当我们预计供应将摆脱当前的紧张局势，但可以追溯到 2020 年，并在 2023 年开始出现时。巨额投资和资本支出最早将于 23 年开始部署产能。然后我看到23年我们有供应。我认为需求的消化可能刚刚开始发生。（博通文章）</blockquote></p><p>Nvidia gaming and data center revenue change %(Company filings)</p><p><blockquote>Nvidia 游戏和数据中心收入变化%（公司文件）</blockquote></p><p>Nvidia warned in its preliminary release for FQ2&#39;23that it expects to post revenue of $6.7B, up by just 3% YoY, down significantly from its previous outlook of $8.1B (up 24.4%).</p><p><blockquote>Nvidia 在 2023 年第二季度初步报告中警告称，预计营收为 $6.7B，同比仅增长 3%，大幅低于之前预期的 $8.1B（增长 24.4%）。</blockquote></p><p>The main culprit is gaming, as Nvidia highlighted that it expects gaming to post a decline of 33.4%, as seen above, even though data center growth remains robust. However, Nvidia&#39;s gaming growth has already trended down consistently from its peak growth in FQ1&#39;22, as gaming started to lap challenging comps, complicated by the post-pandemic reopening.</p><p><blockquote>罪魁祸首是游戏，因为英伟达强调，尽管数据中心增长仍然强劲，但它预计游戏将下降 33.4%，如上所述。然而，英伟达的游戏增长已经从 2022 年第一季度的峰值增长持续下降，因为游戏开始绕过具有挑战性的竞争，而大流行后的重新开放又使其变得复杂。</blockquote></p><p>Furthermore, the destruction in crypto mining added to the headwinds in gaming cards ASPs, creating further challenges for Nvidia as it prepares to launch its RTX 40-series Ada Lovelace graphics.</p><p><blockquote>此外，加密挖矿的破坏增加了游戏卡ASP的阻力，为Nvidia准备推出RTX 40系列Ada Lovelace显卡带来了进一步的挑战。</blockquote></p><p>But, Nvidia has consistently maintained its &#34;strong&#34; belief in its gaming segment, often accentuating its strength and consistency. CEO Jensen Huang highlighted in a June conference that he expects gaming to continue posting robust growth cadence. He articulated:</p><p><blockquote>但是，英伟达一直保持着对其游戏领域的“坚定”信念，经常强调其实力和一致性。首席执行官黄仁勋在6月份的一次会议上强调，他预计博彩业将继续保持强劲的增长势头。他说：</blockquote></p><p>China is a significant market. Russia is a meaningful market for our gaming business. However, gaming remains solid even in the face of China and Russia. Q1 sell-through grew year-over-year over last year, which was a really fantastic year. And so gaming sell-through remains solid. (BofA 2022 Global Technology Conference)But, consider what Huang emphasized two months later in Nvidia&#39;s prelim release. He said:</p><p><blockquote>中国是一个重要的市场。俄罗斯是我们博彩业务的重要市场。然而，即使面对中国和俄罗斯，博彩业仍然稳固。第一季度的销售额比去年同比增长，这是非常棒的一年。因此，游戏销售依然稳固。（美国银行 2022 年全球科技大会）但是，想想黄两个月后在英伟达的初步发布中强调的内容。他说：</blockquote></p><p></p><p>Our gaming product sell-through projections declined significantly as the quarter progressed. As we expect the macroeconomic conditions affecting sell-through to continue, we took action with our Gaming partners to adjust channel prices and inventory. - NvidiaTherefore, we believe Huang &amp; team has lost some credibility with us. Moreover, it shows that the company overstated its forecasting models, resulting in weak execution. Given Nvidia&#39;s experience navigating the previous crypto downturn in 2018, we are highly disappointed with how management has managed its guidance heading into its Q2 prelim release.</p><p><blockquote>随着季度的进展，我们的游戏产品销量预测大幅下降。由于我们预计影响销售的宏观经济状况将持续，我们与博彩合作伙伴采取行动调整渠道价格和库存。- NVIDIA因此，我们认为 Huang &amp; team 已经失去了我们的一些信誉。此外，这表明该公司夸大了其预测模型，导致执行不力。鉴于 Nvidia 在 2018 年经历了之前的加密货币低迷时期，我们对管理层在第二季度初步发布前如何管理其指导感到非常失望。</blockquote></p><p><img src=\"https://static.tigerbbs.com/8cf57b7e1fc91128408275fb9e5712e2\" tg-width=\"640\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>Nvidia pro viz and automotive revenue change %(Company filings)</p><p><blockquote>Nvidia pro viz 和汽车收入变化百分比（公司文件）</blockquote></p><p>Nvidia&#39;s pro visualization segment&#39;s growth has also slowed down markedly, reflecting the weakness in its gaming segment. Therefore, the euphoria over the Omniverse opportunity has yet to gain significant traction. As a result, we urge investors to pay attention to its data center growth cadence moving forward, as it&#39;s critical to underpin NVDA&#39;s expensive valuation.</p><p><blockquote>英伟达专业可视化部门的增长也明显放缓，反映出其游戏部门的疲软。因此，对宇宙机会的兴奋还没有获得显著的牵引力。因此，我们敦促投资者关注其数据中心未来的增长速度，因为这对于支撑 NVDA 昂贵的估值至关重要。</blockquote></p><p>Automotive is the bright spot after tepid growth over the past four quarters. However, QUALCOMM (QCOM) remains confident that it&#39;s the leading player with its digital chassis, given the size of its design pipeline and growth momentum. Therefore, we urge Nvidia investors to pay close attention to Qualcomm&#39;s performance and not simply buy into Nvidia&#39;s commentary on its auto momentum.</p><p><blockquote>在过去四个季度增长不温不火之后，汽车行业是亮点。然而，考虑到其设计管道的规模和增长势头，高通 (QCOM) 仍然相信自己是数字机箱的领先企业。因此，我们敦促英伟达投资者密切关注高通的业绩，而不是简单地相信英伟达对其汽车势头的评论。</blockquote></p><p>Qualcomm highlighted in a May conference that its digital chassis competes with Mobileye (INTC) directly, suggesting two of them are leading the pack, without mentioning Nvidia. Management also accentuated in its recent Q3 earnings that it has garnered more than $19B in its auto design pipeline, and delivered auto revenue of $350M, up 38% YoY. Furthermore, the company emphasized that its open platform helps spur adoption by auto OEMs. Therefore, Nvidia investors need to assess the competition from Qualcomm carefully.</p><p><blockquote>高通在 5 月份的一次会议上强调，其数字机箱直接与 Mobileye (INTC) 竞争，这表明其中两家公司处于领先地位，但没有提及 Nvidia。管理层还在最近的第三季度财报中强调，其汽车设计渠道已筹集超过 19B 美元，汽车收入达到 3.5 亿美元，同比增长 38%。此外，该公司强调，其开放平台有助于刺激汽车原始设备制造商的采用。因此，英伟达投资者需要仔细评估来自高通的竞争。</blockquote></p><p><b>Is NVDA Stock A Buy, Sell, Or Hold?</b></p><p><blockquote><b>NVDA 股票是买入、卖出还是持有？</b></blockquote></p><p>We are confident that NVDA has likely staged its medium-term bottom in June, in line with its semi peers.</p><p><blockquote>我们相信 NVDA 可能会在 6 月份出现中期底部，与其半同行一致。</blockquote></p><p>But, growth and tech investors are spoilt for choice, given the tech bear market. Being at a bottom doesn&#39;t necessarily mean that investors should jump on the opportunity to add NVDA, as we believe it could still underperform the market.</p><p><blockquote>但是，鉴于科技熊市，成长型和科技投资者的选择被宠坏了。处于底部并不一定意味着投资者应该抓住增持 NVDA 的机会，因为我们认为它的表现仍然可能逊于市场。</blockquote></p><p>Therefore, <i>we reiterate our Hold rating on NVDA</i> and urge investors to look elsewhere.</p><p><blockquote>因此，<i>我们重申对 NVDA 的持有评级</i>并敦促投资者另寻他处。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Execution Issues Surfacing Again With Its Downcast Q2 Guidance<blockquote>英伟达：随着第二季度指引下调，执行问题再次出现</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\">\nNvidia: Execution Issues Surfacing Again With Its Downcast Q2 Guidance<blockquote>英伟达：随着第二季度指引下调，执行问题再次出现</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2022-08-09 23:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>Nvidia shocked the market as it posted its Q2 prelim release that came in well below its previous guidance, particularly in gaming. Management has overstated its forecasting models tremendously.</li><li>We are disappointed that Nvidia didn&#39;t learn sufficiently from the previous downturn in 2018 with its overstated guidance. As a result, management has lost some credibility with us.</li><li>Broadcom warned in September 2021 that the current cycle was unsustainable. But, we have not observed such early warning in Nvidia&#39;s commentary. Therefore, execution is very poor.</li><li>We reiterate our Hold rating, as we believe NVDA could continue underperforming the market.</li></ul><b>Thesis</b></p><p><blockquote><ul><li>英伟达 (Nvidia) 发布的第二季度初步报告震惊了市场，该报告远低于之前的指导，尤其是在游戏领域。管理层大大夸大了其预测模型。</li><li>我们感到失望的是，英伟达没有从 2018 年之前的低迷中吸取足够的教训，其夸大了指引。因此，管理层对我们失去了一些信誉。</li><li>博通在2021年9月警告称，当前的周期是不可持续的。但是，我们在英伟达的评论中没有观察到这样的预警。所以执行力很差。</li><li>我们重申持有评级，因为我们认为 NVDA 可能会继续跑输市场。</li></ul><b>论文</b></blockquote></p><p>NVIDIA Corporation (NASDAQ:NVDA) stunned the market as it announced its Q2 preliminary results that came in well below its guidance and the Street&#39;s consensus. We highlighted in our previous article that NVIDIA could continue to underperform the market, even though we assessed that it was near its bottom.</p><p><blockquote>英伟达公司（纳斯达克股票代码：NVDA）公布的第二季度初步业绩远低于其指引和华尔街共识，震惊了市场。我们在之前的文章中强调，尽管我们评估英伟达已接近底部，但其表现可能会继续逊于市场。</blockquote></p><p>While we expected NVDA to stage a short-term rally from its June lows, we didn&#39;t envisage NVDA to continue outperforming the market. Notably, NVDA has underperformed the Invesco QQQ ETF (QQQ) and the Technology ETF (XLK) over the past two months (even before yesterday&#39;s sell-off).</p><p><blockquote>虽然我们预计 NVDA 将从 6 月份的低点开始短期反弹，但我们预计 NVDA 的表现不会继续跑赢市场。值得注意的是，NVDA 在过去两个月（甚至在昨天抛售之前）的表现逊于 Invesco QQQ ETF (QQQ) 和 Technology ETF (XLK)。</blockquote></p><p>We maintain our conviction that the market has materially de-rated NVDA, despite its battering from its November 2021 highs. Management has failed to convince us when chips are down that Nvidia could overcome the market&#39;s cyclical nature with its so-called &#34;secular&#34; opportunities.</p><p><blockquote>尽管 NVDA 较 2021 年 11 月高点遭受重创，但我们仍然坚信市场已大幅下调其评级。当芯片下跌时，管理层未能让我们相信英伟达可以凭借其所谓的“长期”机会克服市场的周期性。</blockquote></p><p>Coupled with potentially slowing revenue growth and its steep growth premium, we urge investors to find other well-beaten down opportunities in growth and tech stocks to add exposure. Notwithstanding, we expect semis to have bottomed out and do not expect much further downside in NVDA. As a result, we urge investors not to sell in panic.</p><p><blockquote>再加上收入增长可能放缓及其陡峭的增长溢价，我们敦促投资者在成长型股票和科技股中寻找其他遭受重创的机会，以增加敞口。尽管如此，我们预计半导体已经触底，并且预计 NVDA 不会进一步下跌。因此，我们敦促投资者不要恐慌抛售。</blockquote></p><p>Therefore, we reiterate our Hold rating on NVDA for now.</p><p><blockquote>因此，我们目前重申对 NVDA 的持有评级。</blockquote></p><p><b>Nvidia Lost Credibility With Its Caution</b></p><p><blockquote><b>英伟达的谨慎失去了信誉</b></blockquote></p><p>We are shareholders of NVDA, which account for a reasonable weighting in our portfolio. Therefore, we consider the warning on its Q2 prelim release a massive disappointment but not unexpected.</p><p><blockquote>我们是NVDA的股东，在我们的投资组合中占有合理的权重。因此，我们认为第二季度预发布的警告令人非常失望，但并不出乎意料。</blockquote></p><p>We vividly remember Broadcom (AVGO)CEO Hock Tan cautioned about the current semi downturn in September 2021, demonstrating his prescience and credibility. We also highlighted his comments in our article last year, as he accentuated:</p><p><blockquote>我们清楚地记得 Broadcom (AVGO) 首席执行官 Hock Tan 在 2021 年 9 月对当前的半衰退发出警告，展示了他的先见之明和可信度。我们还在去年的文章中强调了他的评论，正如他强调的那样：</blockquote></p><p>And to answer your question point-blank, I do not see any specific drivers or reasons why the strength we see today is really nothing more than of an exaggerated up-cycle. We always go through a period of digestion. There&#39;s no way we can consume on all that forever. And that&#39;s what is called a cycle, particularly when we expect supply to come into play out of this - out of the current tightness, but dated back to 2020 to start coming in 2023. And the massive investment and CapEx will start deploying capacity in &#39;23 earliest. Then I see &#39;23 where we have supply. And I think digestion of demand might just start to occur. (Broadcom article)<img src=\"https://static.tigerbbs.com/66ac20e2b8ed62af8f2aeaa78f94ad5e\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p><blockquote>直截了当地回答你的问题，我看不到任何具体的驱动因素或原因，为什么我们今天看到的强势实际上只不过是一个夸张的上升周期。我们总是要经历一段消化期。我们不可能永远消费这些。这就是所谓的周期，特别是当我们预计供应将摆脱当前的紧张局势，但可以追溯到 2020 年，并在 2023 年开始出现时。巨额投资和资本支出最早将于 23 年开始部署产能。然后我看到23年我们有供应。我认为需求的消化可能刚刚开始发生。（博通文章）</blockquote></p><p>Nvidia gaming and data center revenue change %(Company filings)</p><p><blockquote>Nvidia 游戏和数据中心收入变化%（公司文件）</blockquote></p><p>Nvidia warned in its preliminary release for FQ2&#39;23that it expects to post revenue of $6.7B, up by just 3% YoY, down significantly from its previous outlook of $8.1B (up 24.4%).</p><p><blockquote>Nvidia 在 2023 年第二季度初步报告中警告称，预计营收为 $6.7B，同比仅增长 3%，大幅低于之前预期的 $8.1B（增长 24.4%）。</blockquote></p><p>The main culprit is gaming, as Nvidia highlighted that it expects gaming to post a decline of 33.4%, as seen above, even though data center growth remains robust. However, Nvidia&#39;s gaming growth has already trended down consistently from its peak growth in FQ1&#39;22, as gaming started to lap challenging comps, complicated by the post-pandemic reopening.</p><p><blockquote>罪魁祸首是游戏，因为英伟达强调，尽管数据中心增长仍然强劲，但它预计游戏将下降 33.4%，如上所述。然而，英伟达的游戏增长已经从 2022 年第一季度的峰值增长持续下降，因为游戏开始绕过具有挑战性的竞争，而大流行后的重新开放又使其变得复杂。</blockquote></p><p>Furthermore, the destruction in crypto mining added to the headwinds in gaming cards ASPs, creating further challenges for Nvidia as it prepares to launch its RTX 40-series Ada Lovelace graphics.</p><p><blockquote>此外，加密挖矿的破坏增加了游戏卡ASP的阻力，为Nvidia准备推出RTX 40系列Ada Lovelace显卡带来了进一步的挑战。</blockquote></p><p>But, Nvidia has consistently maintained its &#34;strong&#34; belief in its gaming segment, often accentuating its strength and consistency. CEO Jensen Huang highlighted in a June conference that he expects gaming to continue posting robust growth cadence. He articulated:</p><p><blockquote>但是，英伟达一直保持着对其游戏领域的“坚定”信念，经常强调其实力和一致性。首席执行官黄仁勋在6月份的一次会议上强调，他预计博彩业将继续保持强劲的增长势头。他说：</blockquote></p><p>China is a significant market. Russia is a meaningful market for our gaming business. However, gaming remains solid even in the face of China and Russia. Q1 sell-through grew year-over-year over last year, which was a really fantastic year. And so gaming sell-through remains solid. (BofA 2022 Global Technology Conference)But, consider what Huang emphasized two months later in Nvidia&#39;s prelim release. He said:</p><p><blockquote>中国是一个重要的市场。俄罗斯是我们博彩业务的重要市场。然而，即使面对中国和俄罗斯，博彩业仍然稳固。第一季度的销售额比去年同比增长，这是非常棒的一年。因此，游戏销售依然稳固。（美国银行 2022 年全球科技大会）但是，想想黄两个月后在英伟达的初步发布中强调的内容。他说：</blockquote></p><p></p><p>Our gaming product sell-through projections declined significantly as the quarter progressed. As we expect the macroeconomic conditions affecting sell-through to continue, we took action with our Gaming partners to adjust channel prices and inventory. - NvidiaTherefore, we believe Huang &amp; team has lost some credibility with us. Moreover, it shows that the company overstated its forecasting models, resulting in weak execution. Given Nvidia&#39;s experience navigating the previous crypto downturn in 2018, we are highly disappointed with how management has managed its guidance heading into its Q2 prelim release.</p><p><blockquote>随着季度的进展，我们的游戏产品销量预测大幅下降。由于我们预计影响销售的宏观经济状况将持续，我们与博彩合作伙伴采取行动调整渠道价格和库存。- NVIDIA因此，我们认为 Huang &amp; team 已经失去了我们的一些信誉。此外，这表明该公司夸大了其预测模型，导致执行不力。鉴于 Nvidia 在 2018 年经历了之前的加密货币低迷时期，我们对管理层在第二季度初步发布前如何管理其指导感到非常失望。</blockquote></p><p><img src=\"https://static.tigerbbs.com/8cf57b7e1fc91128408275fb9e5712e2\" tg-width=\"640\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>Nvidia pro viz and automotive revenue change %(Company filings)</p><p><blockquote>Nvidia pro viz 和汽车收入变化百分比（公司文件）</blockquote></p><p>Nvidia&#39;s pro visualization segment&#39;s growth has also slowed down markedly, reflecting the weakness in its gaming segment. Therefore, the euphoria over the Omniverse opportunity has yet to gain significant traction. As a result, we urge investors to pay attention to its data center growth cadence moving forward, as it&#39;s critical to underpin NVDA&#39;s expensive valuation.</p><p><blockquote>英伟达专业可视化部门的增长也明显放缓，反映出其游戏部门的疲软。因此，对宇宙机会的兴奋还没有获得显著的牵引力。因此，我们敦促投资者关注其数据中心未来的增长速度，因为这对于支撑 NVDA 昂贵的估值至关重要。</blockquote></p><p>Automotive is the bright spot after tepid growth over the past four quarters. However, QUALCOMM (QCOM) remains confident that it&#39;s the leading player with its digital chassis, given the size of its design pipeline and growth momentum. Therefore, we urge Nvidia investors to pay close attention to Qualcomm&#39;s performance and not simply buy into Nvidia&#39;s commentary on its auto momentum.</p><p><blockquote>在过去四个季度增长不温不火之后，汽车行业是亮点。然而，考虑到其设计管道的规模和增长势头，高通 (QCOM) 仍然相信自己是数字机箱的领先企业。因此，我们敦促英伟达投资者密切关注高通的业绩，而不是简单地相信英伟达对其汽车势头的评论。</blockquote></p><p>Qualcomm highlighted in a May conference that its digital chassis competes with Mobileye (INTC) directly, suggesting two of them are leading the pack, without mentioning Nvidia. Management also accentuated in its recent Q3 earnings that it has garnered more than $19B in its auto design pipeline, and delivered auto revenue of $350M, up 38% YoY. Furthermore, the company emphasized that its open platform helps spur adoption by auto OEMs. Therefore, Nvidia investors need to assess the competition from Qualcomm carefully.</p><p><blockquote>高通在 5 月份的一次会议上强调，其数字机箱直接与 Mobileye (INTC) 竞争，这表明其中两家公司处于领先地位，但没有提及 Nvidia。管理层还在最近的第三季度财报中强调，其汽车设计渠道已筹集超过 19B 美元，汽车收入达到 3.5 亿美元，同比增长 38%。此外，该公司强调，其开放平台有助于刺激汽车原始设备制造商的采用。因此，英伟达投资者需要仔细评估来自高通的竞争。</blockquote></p><p><b>Is NVDA Stock A Buy, Sell, Or Hold?</b></p><p><blockquote><b>NVDA 股票是买入、卖出还是持有？</b></blockquote></p><p>We are confident that NVDA has likely staged its medium-term bottom in June, in line with its semi peers.</p><p><blockquote>我们相信 NVDA 可能会在 6 月份出现中期底部，与其半同行一致。</blockquote></p><p>But, growth and tech investors are spoilt for choice, given the tech bear market. Being at a bottom doesn&#39;t necessarily mean that investors should jump on the opportunity to add NVDA, as we believe it could still underperform the market.</p><p><blockquote>但是，鉴于科技熊市，成长型和科技投资者的选择被宠坏了。处于底部并不一定意味着投资者应该抓住增持 NVDA 的机会，因为我们认为它的表现仍然可能逊于市场。</blockquote></p><p>Therefore, <i>we reiterate our Hold rating on NVDA</i> and urge investors to look elsewhere.</p><p><blockquote>因此，<i>我们重申对 NVDA 的持有评级</i>并敦促投资者另寻他处。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4531838-nvidia-execution-issues-surfacing-with-downcast-q2-guidance?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4531838-nvidia-execution-issues-surfacing-with-downcast-q2-guidance?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124255732","content_text":"SummaryNvidia shocked the market as it posted its Q2 prelim release that came in well below its previous guidance, particularly in gaming. Management has overstated its forecasting models tremendously.We are disappointed that Nvidia didn't learn sufficiently from the previous downturn in 2018 with its overstated guidance. As a result, management has lost some credibility with us.Broadcom warned in September 2021 that the current cycle was unsustainable. But, we have not observed such early warning in Nvidia's commentary. Therefore, execution is very poor.We reiterate our Hold rating, as we believe NVDA could continue underperforming the market.ThesisNVIDIA Corporation (NASDAQ:NVDA) stunned the market as it announced its Q2 preliminary results that came in well below its guidance and the Street's consensus. We highlighted in our previous article that NVIDIA could continue to underperform the market, even though we assessed that it was near its bottom.While we expected NVDA to stage a short-term rally from its June lows, we didn't envisage NVDA to continue outperforming the market. Notably, NVDA has underperformed the Invesco QQQ ETF (QQQ) and the Technology ETF (XLK) over the past two months (even before yesterday's sell-off).We maintain our conviction that the market has materially de-rated NVDA, despite its battering from its November 2021 highs. Management has failed to convince us when chips are down that Nvidia could overcome the market's cyclical nature with its so-called \"secular\" opportunities.Coupled with potentially slowing revenue growth and its steep growth premium, we urge investors to find other well-beaten down opportunities in growth and tech stocks to add exposure. Notwithstanding, we expect semis to have bottomed out and do not expect much further downside in NVDA. As a result, we urge investors not to sell in panic.Therefore, we reiterate our Hold rating on NVDA for now.Nvidia Lost Credibility With Its CautionWe are shareholders of NVDA, which account for a reasonable weighting in our portfolio. Therefore, we consider the warning on its Q2 prelim release a massive disappointment but not unexpected.We vividly remember Broadcom (AVGO)CEO Hock Tan cautioned about the current semi downturn in September 2021, demonstrating his prescience and credibility. We also highlighted his comments in our article last year, as he accentuated:And to answer your question point-blank, I do not see any specific drivers or reasons why the strength we see today is really nothing more than of an exaggerated up-cycle. We always go through a period of digestion. There's no way we can consume on all that forever. And that's what is called a cycle, particularly when we expect supply to come into play out of this - out of the current tightness, but dated back to 2020 to start coming in 2023. And the massive investment and CapEx will start deploying capacity in '23 earliest. Then I see '23 where we have supply. And I think digestion of demand might just start to occur. (Broadcom article)Nvidia gaming and data center revenue change %(Company filings)Nvidia warned in its preliminary release for FQ2'23that it expects to post revenue of $6.7B, up by just 3% YoY, down significantly from its previous outlook of $8.1B (up 24.4%).The main culprit is gaming, as Nvidia highlighted that it expects gaming to post a decline of 33.4%, as seen above, even though data center growth remains robust. However, Nvidia's gaming growth has already trended down consistently from its peak growth in FQ1'22, as gaming started to lap challenging comps, complicated by the post-pandemic reopening.Furthermore, the destruction in crypto mining added to the headwinds in gaming cards ASPs, creating further challenges for Nvidia as it prepares to launch its RTX 40-series Ada Lovelace graphics.But, Nvidia has consistently maintained its \"strong\" belief in its gaming segment, often accentuating its strength and consistency. CEO Jensen Huang highlighted in a June conference that he expects gaming to continue posting robust growth cadence. He articulated:China is a significant market. Russia is a meaningful market for our gaming business. However, gaming remains solid even in the face of China and Russia. Q1 sell-through grew year-over-year over last year, which was a really fantastic year. And so gaming sell-through remains solid. (BofA 2022 Global Technology Conference)But, consider what Huang emphasized two months later in Nvidia's prelim release. He said:Our gaming product sell-through projections declined significantly as the quarter progressed. As we expect the macroeconomic conditions affecting sell-through to continue, we took action with our Gaming partners to adjust channel prices and inventory. - NvidiaTherefore, we believe Huang & team has lost some credibility with us. Moreover, it shows that the company overstated its forecasting models, resulting in weak execution. Given Nvidia's experience navigating the previous crypto downturn in 2018, we are highly disappointed with how management has managed its guidance heading into its Q2 prelim release.Nvidia pro viz and automotive revenue change %(Company filings)Nvidia's pro visualization segment's growth has also slowed down markedly, reflecting the weakness in its gaming segment. Therefore, the euphoria over the Omniverse opportunity has yet to gain significant traction. As a result, we urge investors to pay attention to its data center growth cadence moving forward, as it's critical to underpin NVDA's expensive valuation.Automotive is the bright spot after tepid growth over the past four quarters. However, QUALCOMM (QCOM) remains confident that it's the leading player with its digital chassis, given the size of its design pipeline and growth momentum. Therefore, we urge Nvidia investors to pay close attention to Qualcomm's performance and not simply buy into Nvidia's commentary on its auto momentum.Qualcomm highlighted in a May conference that its digital chassis competes with Mobileye (INTC) directly, suggesting two of them are leading the pack, without mentioning Nvidia. Management also accentuated in its recent Q3 earnings that it has garnered more than $19B in its auto design pipeline, and delivered auto revenue of $350M, up 38% YoY. Furthermore, the company emphasized that its open platform helps spur adoption by auto OEMs. Therefore, Nvidia investors need to assess the competition from Qualcomm carefully.Is NVDA Stock A Buy, Sell, Or Hold?We are confident that NVDA has likely staged its medium-term bottom in June, in line with its semi peers.But, growth and tech investors are spoilt for choice, given the tech bear market. Being at a bottom doesn't necessarily mean that investors should jump on the opportunity to add NVDA, as we believe it could still underperform the market.Therefore, we reiterate our Hold rating on NVDA and urge investors to look elsewhere.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2978,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":682163507,"gmtCreate":1658842677311,"gmtModify":1658843986948,"author":{"id":"3578811676095048","authorId":"3578811676095048","name":"S土豪熊貓G","avatar":"https://static.tigerbbs.com/2bf36dcb8e5b590c1e5f4df466413275","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578811676095048","authorIdStr":"3578811676095048"},"themes":[],"title":"","htmlText":"$20soon","listText":"$20soon","text":"$20soon","images":[{"img":"https://static.tigerbbs.com/89b282a1cfe65f28daed9c1dc7cd39fb","width":"750","height":"900"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/682163507","isVote":1,"tweetType":1,"viewCount":3995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":699274131,"gmtCreate":1639826879663,"gmtModify":1639826892426,"author":{"id":"3578811676095048","authorId":"3578811676095048","name":"S土豪熊貓G","avatar":"https://static.tigerbbs.com/2bf36dcb8e5b590c1e5f4df466413275","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578811676095048","authorIdStr":"3578811676095048"},"themes":[],"title":"","htmlText":"Buy Long? Any comments?","listText":"Buy Long? Any comments?","text":"Buy Long? Any comments?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699274131","repostId":"1122651573","repostType":4,"repost":{"id":"1122651573","kind":"news","pubTimestamp":1639800058,"share":"https://www.laohunote.com/m/news/1122651573?lang=zh_CN&edition=full","pubTime":"2021-12-18 12:00","market":"us","language":"en","title":"1 Unstoppable Stock to Buy Before 2022<blockquote>2022 年之前值得购买的 1 只势不可挡的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122651573","media":"Motley Fool","summary":"Salesforce.com is one of the largest enterprise software companies, and it's led the customer relati","content":"<p><a href=\"https://laohu8.com/S/CRM\"><b>Salesforce.com</b></a>&nbsp;is one of the largest enterprise software companies, and it's led the customer relationship management (CRM) industry for eight consecutive years. As businesses continue to struggle with macroeconomic headwinds related labor shortages and supply chain disruptions, staying on good terms with customers will be crucial.</p><p><blockquote><a href=\"https://laohu8.com/S/CRM\"><b>销售力量网站</b></a>是最大的企业软件公司之一，连续八年引领客户关系管理（CRM）行业。随着企业继续与劳动力短缺和供应链中断相关的宏观经济逆风作斗争，与客户保持良好关系将至关重要。</blockquote></p><p> It also includes tools for analytics, data integration, low-code application development. So it really is this end-to-end solution. The goal is to give businesses the tools they need to attract leads, convert those leads into paying customers, and then build lasting relationships with those customers.</p><p><blockquote>它还包括用于分析、数据集成、低代码应用程序开发的工具。所以这真的是端到端解决方案。目标是为企业提供吸引潜在客户所需的工具，将这些潜在客户转化为付费客户，然后与这些客户建立持久的关系。</blockquote></p><p> Additionally, Salesforce has this platform called Einstein, which is essentially an artificial intelligence layer that supercharges all of its other applications. For instance, Einstein help sales agents forecast conversion rates and prioritize the most promising leads, so it drives efficiency there. It helps commerce teams personalize the buyer experience and make relevant product recommendations on an e-commerce storefront. And I think that capacity for innovation is one of Salesforce's strongest assets.</p><p><blockquote>此外，Salesforce还有一个名为Einstein的平台，它本质上是一个人工智能层，可以增强其所有其他应用程序。例如，爱因斯坦帮助销售代理预测转化率并优先考虑最有前途的销售线索，因此它提高了那里的效率。它帮助商务团队个性化买家体验，并在电子商务店面上做出相关的产品推荐。我认为创新能力是 Salesforce 最强大的资产之一。</blockquote></p><p> They were a pioneer in modern CRM. They were one of the first companies to deliver software from the cloud. They jumped on artificial intelligence quickly. Their platform even supports blockchain technology. They continue to stay at the cutting edge of these technologies. I think that's important. I mentioned in an earlier question, the CEO, Marc Benioff, he founded the company back in 1999. This would be a company where if Marc Benioff suddenly left, I would be concerned about Salesforce. If you were watching<i>Beat and Raise</i>show in the previous hour, the company actually named Bret Taylor a co-CEO. He will be working alongside Marc Benioff, and I think that's a great succession plan. Brian Withers and I were talking about that. It's good to see the company planning for the future.</p><p><blockquote>他们是现代客户关系管理的先驱。他们是首批从云交付软件的公司之一。他们很快就投身于人工智能。他们的平台甚至支持区块链技术。他们继续处于这些技术的前沿。我觉得这很重要。我在之前的问题中提到过，首席执行官马克·贝尼奥夫 (Marc Benioff) 于 1999 年创立了公司。如果马克·贝尼奥夫突然离开，我会担心 Salesforce。如果你在看<i>拍打和举起</i>在前一个小时的节目中，该公司实际上任命布雷特·泰勒为联合首席执行官。他将与马克·贝尼奥夫一起工作，我认为这是一个伟大的继任计划。布莱恩·威瑟斯和我正在谈论这件事。很高兴看到公司为未来做规划。</blockquote></p><p> One of the reasons I really like Salesforce, and I think they could do well during the holiday season, is that their software is relevant across virtually every industry. Building those customer relationships is important no matter of what you're selling or what industry you're in. Maintaining a strong relationship with your customers is important. I think -- given the current macroeconomic headwinds with supply chain difficulties, and labor shortages, and inflation, all of those things that may be headwinds for consumers -- I think maintaining those relationships is even more important than it normally is. And Salesforce is the clear leader here. The company has 19.5% market share in the CRM space. That is more than the next four competitors combined. Just a real dominant company.</p><p><blockquote>我非常喜欢Salesforce的原因之一，我认为他们在假期会做得很好，是他们的软件几乎与每个行业都相关。无论你卖什么，或者你从事什么行业，建立这些客户关系都很重要。与客户保持牢固的关系很重要。我认为——考虑到当前的宏观经济逆风，包括供应链困难、劳动力短缺和通货膨胀，所有这些可能对消费者来说是不利因素——我认为维持这些关系比平时更重要。Salesforce 显然是这里的领导者。该公司在CRM领域拥有19.5%的市场份额。这比接下来四个竞争对手的总和还要多。只是一家真正占主导地位的公司。</blockquote></p><p> I mentioned they have that innovative, founder-led management team. This is another company with a strong workplace culture. If you look at Glassdoor, 89% of employees would recommend the company to a friend, 96% approve of the CEO, Marc Benioff. I think that speaks very highly of the type of workplace environment they've created.</p><p><blockquote>我提到他们有创始人领导的创新管理团队。这是另一家拥有浓厚职场文化的公司。如果你看看Glassdoor，89%的员工会向朋友推荐该公司，96%的员工会认可首席执行官马克·贝尼奥夫。我认为这充分说明了他们创造的工作场所环境。</blockquote></p><p> The financial performance is consistently impressive. Over the past year -- this is through the second quarter, this does not include the results that Salesforce just released two hours ago --. but through the second quarter, the company's revenue was $23.5 billion, up 21%. They generated $5.5 billion in free cash flow; that was up 57%.</p><p><blockquote>财务业绩一直令人印象深刻。在过去的一年里——这是第二季度，这还不包括 Salesforce 两小时前刚刚发布的业绩。但截至第二季度，该公司营收为235亿美元，增长21%。他们产生了55亿美元的自由现金流；增长了 57%。</blockquote></p><p> Just to cap all that, Salesforce is, in terms of enterprise software companies, it is the fastest-growing enterprise software company in history. It was the first to reach $5 billion&nbsp; in annualized revenue. It was the first to reach $10 billion. It recently became the first to reach $20 billion, and Benioff has said the company will reach $50 billion, I believe, by 2026. If that happens on that timeline, it will also be the first company to achieve that milestone. It will be the fastest company to achieve that milestone. An enormous company, but I still think there's plenty of potential here for shareholders, and I certainly think the holiday season could be a short-term catalyst.</p><p><blockquote>总而言之，就企业软件公司而言，Salesforce 是历史上发展最快的企业软件公司。它是第一个年化收入达到50亿美元的公司。它是第一个达到100亿美元的。它最近成为第一个达到200亿美元的公司，贝尼奥夫表示，我相信，到2026年，该公司将达到500亿美元。如果这种情况发生在该时间表上，它也将是第一家实现这一里程碑的公司。它将是最快实现这一里程碑的公司。这是一家巨大的公司，但我仍然认为这里对股东来说有很大的潜力，我当然认为假期可能是一个短期催化剂。</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>1 Unstoppable Stock to Buy Before 2022<blockquote>2022 年之前值得购买的 1 只势不可挡的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n1 Unstoppable Stock to Buy Before 2022<blockquote>2022 年之前值得购买的 1 只势不可挡的股票</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\">2021-12-18 12:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/CRM\"><b>Salesforce.com</b></a>&nbsp;is one of the largest enterprise software companies, and it's led the customer relationship management (CRM) industry for eight consecutive years. As businesses continue to struggle with macroeconomic headwinds related labor shortages and supply chain disruptions, staying on good terms with customers will be crucial.</p><p><blockquote><a href=\"https://laohu8.com/S/CRM\"><b>销售力量网站</b></a>是最大的企业软件公司之一，连续八年引领客户关系管理（CRM）行业。随着企业继续与劳动力短缺和供应链中断相关的宏观经济逆风作斗争，与客户保持良好关系将至关重要。</blockquote></p><p> It also includes tools for analytics, data integration, low-code application development. So it really is this end-to-end solution. The goal is to give businesses the tools they need to attract leads, convert those leads into paying customers, and then build lasting relationships with those customers.</p><p><blockquote>它还包括用于分析、数据集成、低代码应用程序开发的工具。所以这真的是端到端解决方案。目标是为企业提供吸引潜在客户所需的工具，将这些潜在客户转化为付费客户，然后与这些客户建立持久的关系。</blockquote></p><p> Additionally, Salesforce has this platform called Einstein, which is essentially an artificial intelligence layer that supercharges all of its other applications. For instance, Einstein help sales agents forecast conversion rates and prioritize the most promising leads, so it drives efficiency there. It helps commerce teams personalize the buyer experience and make relevant product recommendations on an e-commerce storefront. And I think that capacity for innovation is one of Salesforce's strongest assets.</p><p><blockquote>此外，Salesforce还有一个名为Einstein的平台，它本质上是一个人工智能层，可以增强其所有其他应用程序。例如，爱因斯坦帮助销售代理预测转化率并优先考虑最有前途的销售线索，因此它提高了那里的效率。它帮助商务团队个性化买家体验，并在电子商务店面上做出相关的产品推荐。我认为创新能力是 Salesforce 最强大的资产之一。</blockquote></p><p> They were a pioneer in modern CRM. They were one of the first companies to deliver software from the cloud. They jumped on artificial intelligence quickly. Their platform even supports blockchain technology. They continue to stay at the cutting edge of these technologies. I think that's important. I mentioned in an earlier question, the CEO, Marc Benioff, he founded the company back in 1999. This would be a company where if Marc Benioff suddenly left, I would be concerned about Salesforce. If you were watching<i>Beat and Raise</i>show in the previous hour, the company actually named Bret Taylor a co-CEO. He will be working alongside Marc Benioff, and I think that's a great succession plan. Brian Withers and I were talking about that. It's good to see the company planning for the future.</p><p><blockquote>他们是现代客户关系管理的先驱。他们是首批从云交付软件的公司之一。他们很快就投身于人工智能。他们的平台甚至支持区块链技术。他们继续处于这些技术的前沿。我觉得这很重要。我在之前的问题中提到过，首席执行官马克·贝尼奥夫 (Marc Benioff) 于 1999 年创立了公司。如果马克·贝尼奥夫突然离开，我会担心 Salesforce。如果你在看<i>拍打和举起</i>在前一个小时的节目中，该公司实际上任命布雷特·泰勒为联合首席执行官。他将与马克·贝尼奥夫一起工作，我认为这是一个伟大的继任计划。布莱恩·威瑟斯和我正在谈论这件事。很高兴看到公司为未来做规划。</blockquote></p><p> One of the reasons I really like Salesforce, and I think they could do well during the holiday season, is that their software is relevant across virtually every industry. Building those customer relationships is important no matter of what you're selling or what industry you're in. Maintaining a strong relationship with your customers is important. I think -- given the current macroeconomic headwinds with supply chain difficulties, and labor shortages, and inflation, all of those things that may be headwinds for consumers -- I think maintaining those relationships is even more important than it normally is. And Salesforce is the clear leader here. The company has 19.5% market share in the CRM space. That is more than the next four competitors combined. Just a real dominant company.</p><p><blockquote>我非常喜欢Salesforce的原因之一，我认为他们在假期会做得很好，是他们的软件几乎与每个行业都相关。无论你卖什么，或者你从事什么行业，建立这些客户关系都很重要。与客户保持牢固的关系很重要。我认为——考虑到当前的宏观经济逆风，包括供应链困难、劳动力短缺和通货膨胀，所有这些可能对消费者来说是不利因素——我认为维持这些关系比平时更重要。Salesforce 显然是这里的领导者。该公司在CRM领域拥有19.5%的市场份额。这比接下来四个竞争对手的总和还要多。只是一家真正占主导地位的公司。</blockquote></p><p> I mentioned they have that innovative, founder-led management team. This is another company with a strong workplace culture. If you look at Glassdoor, 89% of employees would recommend the company to a friend, 96% approve of the CEO, Marc Benioff. I think that speaks very highly of the type of workplace environment they've created.</p><p><blockquote>我提到他们有创始人领导的创新管理团队。这是另一家拥有浓厚职场文化的公司。如果你看看Glassdoor，89%的员工会向朋友推荐该公司，96%的员工会认可首席执行官马克·贝尼奥夫。我认为这充分说明了他们创造的工作场所环境。</blockquote></p><p> The financial performance is consistently impressive. Over the past year -- this is through the second quarter, this does not include the results that Salesforce just released two hours ago --. but through the second quarter, the company's revenue was $23.5 billion, up 21%. They generated $5.5 billion in free cash flow; that was up 57%.</p><p><blockquote>财务业绩一直令人印象深刻。在过去的一年里——这是第二季度，这还不包括 Salesforce 两小时前刚刚发布的业绩。但截至第二季度，该公司营收为235亿美元，增长21%。他们产生了55亿美元的自由现金流；增长了 57%。</blockquote></p><p> Just to cap all that, Salesforce is, in terms of enterprise software companies, it is the fastest-growing enterprise software company in history. It was the first to reach $5 billion&nbsp; in annualized revenue. It was the first to reach $10 billion. It recently became the first to reach $20 billion, and Benioff has said the company will reach $50 billion, I believe, by 2026. If that happens on that timeline, it will also be the first company to achieve that milestone. It will be the fastest company to achieve that milestone. An enormous company, but I still think there's plenty of potential here for shareholders, and I certainly think the holiday season could be a short-term catalyst.</p><p><blockquote>总而言之，就企业软件公司而言，Salesforce 是历史上发展最快的企业软件公司。它是第一个年化收入达到50亿美元的公司。它是第一个达到100亿美元的。它最近成为第一个达到200亿美元的公司，贝尼奥夫表示，我相信，到2026年，该公司将达到500亿美元。如果这种情况发生在该时间表上，它也将是第一家实现这一里程碑的公司。它将是最快实现这一里程碑的公司。这是一家巨大的公司，但我仍然认为这里对股东来说有很大的潜力，我当然认为假期可能是一个短期催化剂。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/17/1-unstoppable-stock-to-buy-before-2022/\">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":{"CRM":"赛富时"},"source_url":"https://www.fool.com/investing/2021/12/17/1-unstoppable-stock-to-buy-before-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122651573","content_text":"Salesforce.com is one of the largest enterprise software companies, and it's led the customer relationship management (CRM) industry for eight consecutive years. As businesses continue to struggle with macroeconomic headwinds related labor shortages and supply chain disruptions, staying on good terms with customers will be crucial.\nIt also includes tools for analytics, data integration, low-code application development. So it really is this end-to-end solution. The goal is to give businesses the tools they need to attract leads, convert those leads into paying customers, and then build lasting relationships with those customers.\nAdditionally, Salesforce has this platform called Einstein, which is essentially an artificial intelligence layer that supercharges all of its other applications. For instance, Einstein help sales agents forecast conversion rates and prioritize the most promising leads, so it drives efficiency there. It helps commerce teams personalize the buyer experience and make relevant product recommendations on an e-commerce storefront. And I think that capacity for innovation is one of Salesforce's strongest assets.\nThey were a pioneer in modern CRM. They were one of the first companies to deliver software from the cloud. They jumped on artificial intelligence quickly. Their platform even supports blockchain technology. They continue to stay at the cutting edge of these technologies. I think that's important. I mentioned in an earlier question, the CEO, Marc Benioff, he founded the company back in 1999. This would be a company where if Marc Benioff suddenly left, I would be concerned about Salesforce. If you were watchingBeat and Raiseshow in the previous hour, the company actually named Bret Taylor a co-CEO. He will be working alongside Marc Benioff, and I think that's a great succession plan. Brian Withers and I were talking about that. It's good to see the company planning for the future.\nOne of the reasons I really like Salesforce, and I think they could do well during the holiday season, is that their software is relevant across virtually every industry. Building those customer relationships is important no matter of what you're selling or what industry you're in. Maintaining a strong relationship with your customers is important. I think -- given the current macroeconomic headwinds with supply chain difficulties, and labor shortages, and inflation, all of those things that may be headwinds for consumers -- I think maintaining those relationships is even more important than it normally is. And Salesforce is the clear leader here. The company has 19.5% market share in the CRM space. That is more than the next four competitors combined. Just a real dominant company.\nI mentioned they have that innovative, founder-led management team. This is another company with a strong workplace culture. If you look at Glassdoor, 89% of employees would recommend the company to a friend, 96% approve of the CEO, Marc Benioff. I think that speaks very highly of the type of workplace environment they've created.\nThe financial performance is consistently impressive. Over the past year -- this is through the second quarter, this does not include the results that Salesforce just released two hours ago --. but through the second quarter, the company's revenue was $23.5 billion, up 21%. They generated $5.5 billion in free cash flow; that was up 57%.\nJust to cap all that, Salesforce is, in terms of enterprise software companies, it is the fastest-growing enterprise software company in history. It was the first to reach $5 billion  in annualized revenue. It was the first to reach $10 billion. It recently became the first to reach $20 billion, and Benioff has said the company will reach $50 billion, I believe, by 2026. If that happens on that timeline, it will also be the first company to achieve that milestone. It will be the fastest company to achieve that milestone. An enormous company, but I still think there's plenty of potential here for shareholders, and I certainly think the holiday season could be a short-term catalyst.","news_type":1,"symbols_score_info":{"CRM":0.9}},"isVote":1,"tweetType":1,"viewCount":2476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699333131,"gmtCreate":1639747355537,"gmtModify":1639747384450,"author":{"id":"3578811676095048","authorId":"3578811676095048","name":"S土豪熊貓G","avatar":"https://static.tigerbbs.com/2bf36dcb8e5b590c1e5f4df466413275","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578811676095048","authorIdStr":"3578811676095048"},"themes":[],"title":"","htmlText":"Fools again&nbsp;","listText":"Fools again&nbsp;","text":"Fools again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699333131","repostId":"2192497854","repostType":4,"isVote":1,"tweetType":1,"viewCount":2296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690894190,"gmtCreate":1639652559555,"gmtModify":1639652626045,"author":{"id":"3578811676095048","authorId":"3578811676095048","name":"S土豪熊貓G","avatar":"https://static.tigerbbs.com/2bf36dcb8e5b590c1e5f4df466413275","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578811676095048","authorIdStr":"3578811676095048"},"themes":[],"title":"","htmlText":"Lucid buy along! Will not regret.&nbsp;","listText":"Lucid buy along! Will not regret.&nbsp;","text":"Lucid buy along! Will not regret.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690894190","repostId":"1190976291","repostType":4,"repost":{"id":"1190976291","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":1639645564,"share":"https://www.laohunote.com/m/news/1190976291?lang=zh_CN&edition=full","pubTime":"2021-12-16 17:06","market":"us","language":"en","title":"EV stocks soared in premarket trading, with Canoe jumping over 5%,and Rivian,Tesla,Lucid,Xpeng jumping over 2%<blockquote>电动汽车股在盘前交易中飙升，Canoe 上涨超过 5%，Rivian、Tesla、Lucid、Xpeng 上涨超过 2%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190976291","media":"Tiger Newspress","summary":"EV stocks soared in premarket trading, with Canoe jumping over 5%,and Rivian,Tesla,Lucid,Xpeng jumpi","content":"<p>EV stocks soared in premarket trading, with Canoe jumping over 5%,and Rivian,Tesla,Lucid,Xpeng jumping over 2%.<img src=\"https://static.tigerbbs.com/4dff46b3a87591d45993089709370d13\" tg-width=\"283\" tg-height=\"473\" width=\"100%\" height=\"auto\">Rivian&nbsp;will announce Thursday that it’s building a $5 billion battery and assembly plant east of Atlanta that’s projected to employ 7,500 workers, sources briefed on the decision told The Associated Press.</p><p><blockquote>电动汽车股在盘前交易中飙升，Canoe 上涨超过 5%，Rivian、特斯拉、Lucid、小鹏汽车上涨超过 2%。了解这一决定的消息人士告诉美联社，Rivian将于周四宣布将在亚特兰大东部建造一座耗资 50 亿美元的电池和装配厂，预计将雇用 7500 名工人。</blockquote></p><p> Canoo plans&nbsp;to accelerate and now shift production of its breakthrough EVs from Europe to U.S., commence manufacturing at its advanced industrialization facility planned for&nbsp;Northwest Arkansas&nbsp;and remains on target to bring online its Mega Micro factory in&nbsp;Pryor, Oklahoma&nbsp;in late 2023.</p><p><blockquote>Canoo 计划加快其突破性电动汽车的生产，现在将其突破性电动汽车的生产从欧洲转移到美国，开始在计划在阿肯色州西北部建设的先进工业化工厂进行制造，并继续实现其位于俄克拉荷马州普赖尔的大型微型工厂于 2023 年底上线的目标。</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>EV stocks soared in premarket trading, with Canoe jumping over 5%,and Rivian,Tesla,Lucid,Xpeng jumping over 2%<blockquote>电动汽车股在盘前交易中飙升，Canoe 上涨超过 5%，Rivian、Tesla、Lucid、Xpeng 上涨超过 2%</blockquote></title>\n<style 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}\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\">\nEV stocks soared in premarket trading, with Canoe jumping over 5%,and Rivian,Tesla,Lucid,Xpeng jumping over 2%<blockquote>电动汽车股在盘前交易中飙升，Canoe 上涨超过 5%，Rivian、Tesla、Lucid、Xpeng 上涨超过 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\">2021-12-16 17:06</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>EV stocks soared in premarket trading, with Canoe jumping over 5%,and Rivian,Tesla,Lucid,Xpeng jumping over 2%.<img src=\"https://static.tigerbbs.com/4dff46b3a87591d45993089709370d13\" tg-width=\"283\" tg-height=\"473\" width=\"100%\" height=\"auto\">Rivian&nbsp;will announce Thursday that it’s building a $5 billion battery and assembly plant east of Atlanta that’s projected to employ 7,500 workers, sources briefed on the decision told The Associated Press.</p><p><blockquote>电动汽车股在盘前交易中飙升，Canoe 上涨超过 5%，Rivian、特斯拉、Lucid、小鹏汽车上涨超过 2%。了解这一决定的消息人士告诉美联社，Rivian将于周四宣布将在亚特兰大东部建造一座耗资 50 亿美元的电池和装配厂，预计将雇用 7500 名工人。</blockquote></p><p> Canoo plans&nbsp;to accelerate and now shift production of its breakthrough EVs from Europe to U.S., commence manufacturing at its advanced industrialization facility planned for&nbsp;Northwest Arkansas&nbsp;and remains on target to bring online its Mega Micro factory in&nbsp;Pryor, Oklahoma&nbsp;in late 2023.</p><p><blockquote>Canoo 计划加快其突破性电动汽车的生产，现在将其突破性电动汽车的生产从欧洲转移到美国，开始在计划在阿肯色州西北部建设的先进工业化工厂进行制造，并继续实现其位于俄克拉荷马州普赖尔的大型微型工厂于 2023 年底上线的目标。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏集团","LCID":"Lucid Group Inc","RIVN":"Rivian Automotive, Inc.","TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190976291","content_text":"EV stocks soared in premarket trading, with Canoe jumping over 5%,and Rivian,Tesla,Lucid,Xpeng jumping over 2%.Rivian will announce Thursday that it’s building a $5 billion battery and assembly plant east of Atlanta that’s projected to employ 7,500 workers, sources briefed on the decision told The Associated Press.\nCanoo plans to accelerate and now shift production of its breakthrough EVs from Europe to U.S., commence manufacturing at its advanced industrialization facility planned for Northwest Arkansas and remains on target to bring online its Mega Micro factory in Pryor, Oklahoma in late 2023.","news_type":1,"symbols_score_info":{"XPEV":0.9,"RIVN":0.9,"LCID":0.9,"TSLA":0.9,"GOEV":0.9}},"isVote":1,"tweetType":1,"viewCount":2407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690895457,"gmtCreate":1639652509038,"gmtModify":1639652521785,"author":{"id":"3578811676095048","authorId":"3578811676095048","name":"S土豪熊貓G","avatar":"https://static.tigerbbs.com/2bf36dcb8e5b590c1e5f4df466413275","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578811676095048","authorIdStr":"3578811676095048"},"themes":[],"title":"","htmlText":"Elon Musk plot?","listText":"Elon Musk plot?","text":"Elon Musk plot?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690895457","repostId":"1174747764","repostType":4,"repost":{"id":"1174747764","kind":"news","pubTimestamp":1639648142,"share":"https://www.laohunote.com/m/news/1174747764?lang=zh_CN&edition=full","pubTime":"2021-12-16 17:49","market":"us","language":"en","title":"Tesla Bags Top-Rated EV Badge From Edmunds, Rivian Gets Editor's Choice Crown<blockquote>特斯拉获得埃德蒙兹颁发的顶级电动汽车徽章，Rivian获得编辑之选桂冠</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1174747764","media":"Benzinga","summary":"Tesla Inc and Rivian Automotive Inc have secured top awards from automotive research agency Edmunds ","content":"<p><div> Tesla Inc and Rivian Automotive Inc have secured top awards from automotive research agency Edmunds as part of its 2022 rankings. What Happened: Tesla’s affordable, compact sedan Model 3 has been ...</p><p><blockquote><div>特斯拉公司和Rivian汽车公司获得了汽车研究机构Edmunds颁发的最高奖项，作为其2022年排名的一部分。发生了什么： 特斯拉的经济实惠的紧凑型轿车 Model 3...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/12/24637741/tesla-bags-top-rated-ev-badge-from-edmunds-rivian-gets-editors-choice-crown\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/12/24637741/tesla-bags-top-rated-ev-badge-from-edmunds-rivian-gets-editors-choice-crown\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Bags Top-Rated EV Badge From Edmunds, Rivian Gets Editor's Choice Crown<blockquote>特斯拉获得埃德蒙兹颁发的顶级电动汽车徽章，Rivian获得编辑之选桂冠</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 Bags Top-Rated EV Badge From Edmunds, Rivian Gets Editor's Choice Crown<blockquote>特斯拉获得埃德蒙兹颁发的顶级电动汽车徽章，Rivian获得编辑之选桂冠</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-12-16 17:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Tesla Inc and Rivian Automotive Inc have secured top awards from automotive research agency Edmunds as part of its 2022 rankings. What Happened: Tesla’s affordable, compact sedan Model 3 has been ...</p><p><blockquote><div>特斯拉公司和Rivian汽车公司获得了汽车研究机构Edmunds颁发的最高奖项，作为其2022年排名的一部分。发生了什么： 特斯拉的经济实惠的紧凑型轿车 Model 3...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/12/24637741/tesla-bags-top-rated-ev-badge-from-edmunds-rivian-gets-editors-choice-crown\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/12/24637741/tesla-bags-top-rated-ev-badge-from-edmunds-rivian-gets-editors-choice-crown\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/21/12/24637741/tesla-bags-top-rated-ev-badge-from-edmunds-rivian-gets-editors-choice-crown\">Benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/news/21/12/24637741/tesla-bags-top-rated-ev-badge-from-edmunds-rivian-gets-editors-choice-crown","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174747764","content_text":"Tesla Inc and Rivian Automotive Inc have secured top awards from automotive research agency Edmunds as part of its 2022 rankings.\nWhat Happened: Tesla’s affordable, compact sedan Model 3 has been named the top-rated electric vehicle of the year and the recently launched R1T electric pickup truck from Rivian has been crowned the editor’s choice award.\nModel 3 has now bagged the title for three years in a row, the research agency said.\n“The first all-electric pickup truck to market, it offers an impressive combination of on- and off-road performance, cutting-edge technology and thoughtful utility,” Edmunds said on why R1T bagged editor’s choice award.\nThe recently-listed Rivian is backed by Amazon.com Inc and Ford Motor Co. The pre-revenue electric automaker has delivered just 156 electric vehicles but has secured a higher valuation than legacy rivals Ford and General Motors Co.\nThe development comes on the heels of Tesla CEO Elon Musk securing two back-to-back Person of The Year awards this week.\nAuthor's Take:Tesla has disrupted the automotive sector with electric vehicles despite resistance from traditional players.\nThose results are now showing as the entire industry, under pressure from governments and consumers, is taking big steps to shift to an all-electric future.\nPrice Action:Tesla shares closed 1.82% higher at $975.99 a share on Wednesday.","news_type":1,"symbols_score_info":{"RIVN":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607435676,"gmtCreate":1639577149941,"gmtModify":1639577162504,"author":{"id":"3578811676095048","authorId":"3578811676095048","name":"S土豪熊貓G","avatar":"https://static.tigerbbs.com/2bf36dcb8e5b590c1e5f4df466413275","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578811676095048","authorIdStr":"3578811676095048"},"themes":[],"title":"","htmlText":"Cut losses?&nbsp;","listText":"Cut losses?&nbsp;","text":"Cut losses?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607435676","repostId":"1159129266","repostType":4,"repost":{"id":"1159129266","kind":"news","pubTimestamp":1639570274,"share":"https://www.laohunote.com/m/news/1159129266?lang=zh_CN&edition=full","pubTime":"2021-12-15 20:11","market":"us","language":"en","title":"Cathie Wood's Ark Has Nearly Exited Its Boeing Position<blockquote>凯西·伍德的方舟几乎退出了波音的职位</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159129266","media":"Benzinga","summary":"Cathie Wood-led Ark Invest has nearly cut all its exposure in Boeing Co and now owns just 100 shares","content":"<p><div> Cathie Wood-led Ark Invest has nearly cut all its exposure in Boeing Co and now owns just 100 shares in the Chicago-based planemaker, data from the popular money manager’s daily trades reveal. The St....</p><p><blockquote><div>凯西-伍德（Cathie Wood）领导的方舟投资公司（Ark Invest）几乎削减了对波音公司（Boeing Co.）的所有投资，现在只持有这家总部位于芝加哥的飞机制造商的 100 股股票，这家广受欢迎的基金管理公司的每日交易数据显示。圣…….</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/12/24614660/cathie-woods-ark-has-nearly-exited-its-boeing-position\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/12/24614660/cathie-woods-ark-has-nearly-exited-its-boeing-position\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood's Ark Has Nearly Exited Its Boeing Position<blockquote>凯西·伍德的方舟几乎退出了波音的职位</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's Ark Has Nearly Exited Its Boeing Position<blockquote>凯西·伍德的方舟几乎退出了波音的职位</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-12-15 20:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Cathie Wood-led Ark Invest has nearly cut all its exposure in Boeing Co and now owns just 100 shares in the Chicago-based planemaker, data from the popular money manager’s daily trades reveal. The St....</p><p><blockquote><div>凯西-伍德（Cathie Wood）领导的方舟投资公司（Ark Invest）几乎削减了对波音公司（Boeing Co.）的所有投资，现在只持有这家总部位于芝加哥的飞机制造商的 100 股股票，这家广受欢迎的基金管理公司的每日交易数据显示。圣…….</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/12/24614660/cathie-woods-ark-has-nearly-exited-its-boeing-position\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/12/24614660/cathie-woods-ark-has-nearly-exited-its-boeing-position\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/21/12/24614660/cathie-woods-ark-has-nearly-exited-its-boeing-position\">Benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BA":"波音"},"source_url":"https://www.benzinga.com/news/21/12/24614660/cathie-woods-ark-has-nearly-exited-its-boeing-position","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159129266","content_text":"Cathie Wood-led Ark Invest has nearly cut all its exposure in Boeing Co and now owns just 100 shares in the Chicago-based planemaker, data from the popular money manager’s daily trades reveal.\nThe St. Petersburg, Florida-based Ark Invest bought shares in the maker of 737 MAX commercial planes in April this year via the then newly launched Ark Space Exploration & Innovation ETF(BATS:ARKX).\nNo other Ark Invest ETFs own shares in Boeing.\nARKX owned 74,056 shares in Boeing at the end of July this year, as per the investment firm’s annual report.\nArk Invest in September sharply reduced its exposure in Boeing after the planemaker failed to secure a large order from European budget airline Ryanair Holdings Plc due to differences over pricing.\nThe beleaguered 737 MAX after two years of a global ban was cleared to fly again by most aviation regulators of countries around the world.\nThe world’s second-largest planemaker was earlier among the top 15 holdings in the ARKX portfolio, which currently counts Trimble Inc and The 3D Printing ETF(BATS:PRNT) among its top holdings.\nBoeing's Defense, Space, and Security segment is also involved in NASA's Space Launch System, a heavy-lift rocket meant for human space exploration. Boeing, which draws most of its sales from making planes, also builds satellites and software systems for commercial, military, and scientific exploration.\nBoeing’s Space Launch System project has however been mired in delays.\nJust last week,Tesla Inc CEO Elon Musk’s SpaceX secured fresh commercial crew flights to the International Space Station as Boeing further delayed certificates for the Starliner spacecraft due to technical issues.\nBoeing may now not be able to fly astronauts for NASA until 2023 — more than three years behind schedule. The Starliner spaceship is already grounded for the rest of the year due to hardware issues.\nNASA said it still plans to alternate missions between SpaceX and Boeing, once both are operational.\nPrice Action: Boeing shares closed 0.96% lower at $195.50 a share on Tuesday. The stock is down 16% over the past month.","news_type":1,"symbols_score_info":{"BA":0.9}},"isVote":1,"tweetType":1,"viewCount":1829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604200030,"gmtCreate":1639396129673,"gmtModify":1639396142839,"author":{"id":"3578811676095048","authorId":"3578811676095048","name":"S土豪熊貓G","avatar":"https://static.tigerbbs.com/2bf36dcb8e5b590c1e5f4df466413275","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578811676095048","authorIdStr":"3578811676095048"},"themes":[],"title":"","htmlText":"Always Apple, Always Healthy","listText":"Always Apple, Always Healthy","text":"Always Apple, Always Healthy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604200030","repostId":"1191584533","repostType":4,"repost":{"id":"1191584533","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":1639387294,"share":"https://www.laohunote.com/m/news/1191584533?lang=zh_CN&edition=full","pubTime":"2021-12-13 17:21","market":"us","language":"en","title":"Apple rose 1% in premarket trading,with its market value reaching nearly 3 trillion dollars<blockquote>苹果在盘前交易中上涨1%，其市值达到近3万亿美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1191584533","media":"Tiger Newspress","summary":"Apple rose 1% in premarket trading, with its market value reaching nearly 3 trillion dollars.Apple I","content":"<p>Apple rose 1% in premarket trading,&nbsp;with its market value reaching nearly 3 trillion dollars.<img src=\"https://static.tigerbbs.com/e9791d034ae0c6c9d0e8735f3c22dbcb\" tg-width=\"773\" tg-height=\"573\" referrerpolicy=\"no-referrer\"><b>Apple Inc</b>(NASDAQ:AAPL) is gearing up to launch the latest version of its iPhone and iPad operating system, which will contain nudity detection in the Messages app for devices used by children, as per journalist&nbsp;<b>Mark Gurman.</b></p><p><blockquote>苹果在盘前交易中上涨1%，市值达到近3万亿美元。<b>苹果公司</b>据记者报道，（纳斯达克股票代码：AAPL）正准备推出最新版本的 iPhone 和 iPad 操作系统，该系统将在儿童使用的设备的消息应用程序中包含裸体检测功能<b>马克·古尔曼。</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>Apple rose 1% in premarket trading,with its market value reaching nearly 3 trillion dollars<blockquote>苹果在盘前交易中上涨1%，其市值达到近3万亿美元</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple rose 1% in premarket trading,with its market value reaching nearly 3 trillion dollars<blockquote>苹果在盘前交易中上涨1%，其市值达到近3万亿美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-13 17:21</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple rose 1% in premarket trading,&nbsp;with its market value reaching nearly 3 trillion dollars.<img src=\"https://static.tigerbbs.com/e9791d034ae0c6c9d0e8735f3c22dbcb\" tg-width=\"773\" tg-height=\"573\" referrerpolicy=\"no-referrer\"><b>Apple Inc</b>(NASDAQ:AAPL) is gearing up to launch the latest version of its iPhone and iPad operating system, which will contain nudity detection in the Messages app for devices used by children, as per journalist&nbsp;<b>Mark Gurman.</b></p><p><blockquote>苹果在盘前交易中上涨1%，市值达到近3万亿美元。<b>苹果公司</b>据记者报道，（纳斯达克股票代码：AAPL）正准备推出最新版本的 iPhone 和 iPad 操作系统，该系统将在儿童使用的设备的消息应用程序中包含裸体检测功能<b>马克·古尔曼。</b></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191584533","content_text":"Apple rose 1% in premarket trading, with its market value reaching nearly 3 trillion dollars.Apple Inc(NASDAQ:AAPL) is gearing up to launch the latest version of its iPhone and iPad operating system, which will contain nudity detection in the Messages app for devices used by children, as per journalist Mark Gurman.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604935226,"gmtCreate":1639303614428,"gmtModify":1639303716190,"author":{"id":"3578811676095048","authorId":"3578811676095048","name":"S土豪熊貓G","avatar":"https://static.tigerbbs.com/2bf36dcb8e5b590c1e5f4df466413275","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578811676095048","authorIdStr":"3578811676095048"},"themes":[],"title":"","htmlText":"Beware!","listText":"Beware!","text":"Beware!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604935226","repostId":"2190719916","repostType":4,"isVote":1,"tweetType":1,"viewCount":1407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605558491,"gmtCreate":1639196427219,"gmtModify":1639196440091,"author":{"id":"3578811676095048","authorId":"3578811676095048","name":"S土豪熊貓G","avatar":"https://static.tigerbbs.com/2bf36dcb8e5b590c1e5f4df466413275","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578811676095048","authorIdStr":"3578811676095048"},"themes":[],"title":"","htmlText":"There goes alibaba empty handed.&nbsp;40 Thieves snatch it!&nbsp;","listText":"There goes alibaba empty handed.&nbsp;40 Thieves snatch it!&nbsp;","text":"There goes alibaba empty handed. 40 Thieves snatch it!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605558491","repostId":"2190275356","repostType":4,"isVote":1,"tweetType":1,"viewCount":1331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605831477,"gmtCreate":1639142401813,"gmtModify":1639142414458,"author":{"id":"3578811676095048","authorId":"3578811676095048","name":"S土豪熊貓G","avatar":"https://static.tigerbbs.com/2bf36dcb8e5b590c1e5f4df466413275","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578811676095048","authorIdStr":"3578811676095048"},"themes":[],"title":"","htmlText":"Buy!","listText":"Buy!","text":"Buy!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605831477","repostId":"1100115506","repostType":4,"repost":{"id":"1100115506","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":1639138188,"share":"https://www.laohunote.com/m/news/1100115506?lang=zh_CN&edition=full","pubTime":"2021-12-10 20:09","market":"us","language":"en","title":"Some vaccine stocks dropped in premarket trading<blockquote>部分疫苗股盘前交易下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100115506","media":"Tiger Newspress","summary":"Some vaccine stocks dropped in premarket trading.Moderna fell more than 6%,BioNTech and Novavax fell","content":"<p>Some vaccine stocks dropped in premarket trading.Moderna fell more than 6%,BioNTech and Novavax fell about 2%.</p><p><blockquote>一些疫苗股在盘前交易中下跌。Moderna下跌超过6%，BioNTech和Novavax下跌约2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8a520d484bb38c42dea515aeca96c8b3\" tg-width=\"843\" tg-height=\"623\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/3f4e9ce656bcb771198057d217489677\" tg-width=\"843\" tg-height=\"618\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/fd626ba47bec50af63916a31695eca4c\" tg-width=\"843\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Some vaccine stocks dropped in premarket trading<blockquote>部分疫苗股盘前交易下跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSome vaccine stocks dropped in premarket trading<blockquote>部分疫苗股盘前交易下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-10 20:09</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Some vaccine stocks dropped in premarket trading.Moderna fell more than 6%,BioNTech and Novavax fell about 2%.</p><p><blockquote>一些疫苗股在盘前交易中下跌。Moderna下跌超过6%，BioNTech和Novavax下跌约2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8a520d484bb38c42dea515aeca96c8b3\" tg-width=\"843\" tg-height=\"623\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/3f4e9ce656bcb771198057d217489677\" tg-width=\"843\" tg-height=\"618\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/fd626ba47bec50af63916a31695eca4c\" tg-width=\"843\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc.","BNTX":"BioNTech SE","NVAX":"诺瓦瓦克斯医药"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100115506","content_text":"Some vaccine stocks dropped in premarket trading.Moderna fell more than 6%,BioNTech and Novavax fell about 2%.","news_type":1,"symbols_score_info":{"NVAX":0.9,"MRNA":0.9,"BNTX":0.9}},"isVote":1,"tweetType":1,"viewCount":1161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602412360,"gmtCreate":1639056436432,"gmtModify":1639057178302,"author":{"id":"3578811676095048","authorId":"3578811676095048","name":"S土豪熊貓G","avatar":"https://static.tigerbbs.com/2bf36dcb8e5b590c1e5f4df466413275","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578811676095048","authorIdStr":"3578811676095048"},"themes":[],"title":"","htmlText":"So many mene&nbsp;stocks?","listText":"So many mene&nbsp;stocks?","text":"So many mene stocks?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602412360","repostId":"1160989369","repostType":2,"repost":{"id":"1160989369","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":1638890853,"share":"https://www.laohunote.com/m/news/1160989369?lang=zh_CN&edition=full","pubTime":"2021-12-07 23:27","market":"us","language":"en","title":"Meme stocks jumped in morning trading<blockquote>Meme 股票在早盘交易中上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160989369","media":"Tiger Newspress","summary":"Meme stocks jumped in morning trading.Vinco Ventures,IronNet,Zomedica,Aterian,Digital World Acquisit","content":"<p>Meme stocks jumped in morning trading.Vinco Ventures,IronNet,Zomedica,Aterian,Digital World Acquisition,Greenidge Generation,Senseonics,Newegg,AMC&nbsp;and&nbsp;GameStop&nbsp;climbed between 5% and 18%.</p><p><blockquote>模因股票在早盘交易中上涨.Vinco Ventures、IronNet、Zomedica、Aterian、Digital World Acquisition、Greenidge Generation、Senseonics、Newegg、AMC 和游戏驿站上涨了 5% 至 18%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c14f2bc9d526cf27d2ce20a66c8b481f\" tg-width=\"398\" tg-height=\"725\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d603202a0fc2cf4684ab0bc7c0441a79\" tg-width=\"403\" tg-height=\"428\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meme stocks jumped in morning trading<blockquote>Meme 股票在早盘交易中上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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\">\nMeme stocks jumped in morning trading<blockquote>Meme 股票在早盘交易中上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-07 23:27</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Meme stocks jumped in morning trading.Vinco Ventures,IronNet,Zomedica,Aterian,Digital World Acquisition,Greenidge Generation,Senseonics,Newegg,AMC&nbsp;and&nbsp;GameStop&nbsp;climbed between 5% and 18%.</p><p><blockquote>模因股票在早盘交易中上涨.Vinco Ventures、IronNet、Zomedica、Aterian、Digital World Acquisition、Greenidge Generation、Senseonics、Newegg、AMC 和游戏驿站上涨了 5% 至 18%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c14f2bc9d526cf27d2ce20a66c8b481f\" tg-width=\"398\" tg-height=\"725\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d603202a0fc2cf4684ab0bc7c0441a79\" tg-width=\"403\" tg-height=\"428\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BBBY":"Bed Bath & Beyond, Inc.","AMC":"AMC院线","CLOV":"Clover Health Corp","EXPR":"Express, Inc.","BBIG":"Vinco Ventures, Inc.","BB":"黑莓","OCGN":"Ocugen","NEGG":"Newegg Comm Inc.","ATER":"Aterian Inc.","PHUN":"Phunware, Inc.","KOSS":"高斯电子","GME":"游戏驿站"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160989369","content_text":"Meme stocks jumped in morning trading.Vinco Ventures,IronNet,Zomedica,Aterian,Digital World Acquisition,Greenidge Generation,Senseonics,Newegg,AMC and GameStop climbed between 5% and 18%.","news_type":1,"symbols_score_info":{"BB":0.9,"DWAC":0.9,"IRNT":0.9,"GREE":0.9,"ZOM":0.9,"BBBY":0.9,"EXPR":0.9,"GME":0.9,"ATER":0.9,"NEGG":0.9,"KOSS":0.9,"OCGN":0.9,"AMC":0.9,"PHUN":0.9,"CLOV":0.9,"BBIG":0.9,"MRIN":0.9}},"isVote":1,"tweetType":1,"viewCount":1508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":139012416,"gmtCreate":1621573650935,"gmtModify":1631887437432,"author":{"id":"3578811676095048","authorId":"3578811676095048","name":"S土豪熊貓G","avatar":"https://static.tigerbbs.com/2bf36dcb8e5b590c1e5f4df466413275","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578811676095048","authorIdStr":"3578811676095048"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/VXRT\">$Vaxart, Inc(VXRT)$</a> I am positive it will rise to $12 again once its Covid 19 tablets enters Phase 2 trial.","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/VXRT\">$Vaxart, Inc(VXRT)$</a> I am positive it will rise to $12 again once its Covid 19 tablets enters Phase 2 trial.","text":"$Vaxart, Inc(VXRT)$ I am positive it will rise to $12 again once its Covid 19 tablets enters Phase 2 trial.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":9,"repostSize":3,"link":"https://laohu8.com/post/139012416","isVote":1,"tweetType":1,"viewCount":2749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":139016920,"gmtCreate":1621573473060,"gmtModify":1631883742399,"author":{"id":"3578811676095048","authorId":"3578811676095048","name":"S土豪熊貓G","avatar":"https://static.tigerbbs.com/2bf36dcb8e5b590c1e5f4df466413275","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578811676095048","authorIdStr":"3578811676095048"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/OCGN\">$Histogenics(OCGN)$</a> Phase 3 results is now clinically trial sucessfully at 81%. Up 3 percent from the previous 78% annoncement. EUA Master file submitted in US. Lets hope good news will come soon for everyone. Cheers.[财迷] [财迷] [财迷]","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/OCGN\">$Histogenics(OCGN)$</a> Phase 3 results is now clinically trial sucessfully at 81%. Up 3 percent from the previous 78% annoncement. EUA Master file submitted in US. Lets hope good news will come soon for everyone. Cheers.[财迷] [财迷] [财迷]","text":"$Histogenics(OCGN)$ Phase 3 results is now clinically trial sucessfully at 81%. Up 3 percent from the previous 78% annoncement. EUA Master file submitted in US. Lets hope good news will come soon for everyone. Cheers.[财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":7,"repostSize":1,"link":"https://laohu8.com/post/139016920","isVote":1,"tweetType":1,"viewCount":2459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":129132467,"gmtCreate":1624364306159,"gmtModify":1631883739595,"author":{"id":"3578811676095048","authorId":"3578811676095048","name":"S土豪熊貓G","avatar":"https://static.tigerbbs.com/2bf36dcb8e5b590c1e5f4df466413275","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578811676095048","authorIdStr":"3578811676095048"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/OCGN\">$Histogenics(OCGN)$</a>Check this out guys!&nbsp;","listText":"<a href=\"https://laohu8.com/S/OCGN\">$Histogenics(OCGN)$</a>Check this out guys!&nbsp;","text":"$Histogenics(OCGN)$Check this out guys!","images":[{"img":"https://static.tigerbbs.com/cccdea4ad529ce5300dc28629a8de1d1","width":"1242","height":"2688"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/129132467","isVote":1,"tweetType":1,"viewCount":3762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":153728407,"gmtCreate":1625052498109,"gmtModify":1631883738687,"author":{"id":"3578811676095048","authorId":"3578811676095048","name":"S土豪熊貓G","avatar":"https://static.tigerbbs.com/2bf36dcb8e5b590c1e5f4df466413275","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578811676095048","authorIdStr":"3578811676095048"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/OCGN\">$Histogenics(OCGN)$</a><a href=\"https://laohu8.com/S/IBIO\">$iBio(IBIO)$</a><a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>Guys, In case you missed the News why it soared&nbsp;yesterday. It will continue to&nbsp;soar higher&nbsp;once the more good mews is out to usein India, Canada and US!&nbsp;Easily $15 upside.&nbsp;https://in.news.yahoo.com/studies-show-covaxin-effectively-neutralises-065224418.html","listText":"<a href=\"https://laohu8.com/S/OCGN\">$Histogenics(OCGN)$</a><a href=\"https://laohu8.com/S/IBIO\">$iBio(IBIO)$</a><a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>Guys, In case you missed the News why it soared&nbsp;yesterday. It will continue to&nbsp;soar higher&nbsp;once the more good mews is out to usein India, Canada and US!&nbsp;Easily $15 upside.&nbsp;https://in.news.yahoo.com/studies-show-covaxin-effectively-neutralises-065224418.html","text":"$Histogenics(OCGN)$$iBio(IBIO)$$Bionano Genomics(BNGO)$Guys, In case you missed the News why it soared yesterday. It will continue to soar higher once the more good mews is out to usein India, Canada and US! Easily $15 upside. https://in.news.yahoo.com/studies-show-covaxin-effectively-neutralises-065224418.html","images":[{"img":"https://static.tigerbbs.com/fe8b4be91d8790d83bc943723c835fd6","width":"1242","height":"2688"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/153728407","isVote":1,"tweetType":1,"viewCount":4471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":152812804,"gmtCreate":1625280451208,"gmtModify":1631887210094,"author":{"id":"3578811676095048","authorId":"3578811676095048","name":"S土豪熊貓G","avatar":"https://static.tigerbbs.com/2bf36dcb8e5b590c1e5f4df466413275","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578811676095048","authorIdStr":"3578811676095048"},"themes":[],"title":"","htmlText":"Yes, &nbsp;patience paid off for&nbsp;Ocugen. Get EUA in Canada and finally&nbsp;US soon. Not forgetting currentpath to obtain BLA, in no time! I am all in&nbsp;for it!&nbsp;","listText":"Yes, &nbsp;patience paid off for&nbsp;Ocugen. Get EUA in Canada and finally&nbsp;US soon. Not forgetting currentpath to obtain BLA, in no time! I am all in&nbsp;for it!&nbsp;","text":"Yes, patience paid off for Ocugen. Get EUA in Canada and finally US soon. Not forgetting currentpath to obtain BLA, in no time! I am all in for it!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/152812804","repostId":"2148801599","repostType":2,"isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196847169,"gmtCreate":1621044818051,"gmtModify":1634194341905,"author":{"id":"3578811676095048","authorId":"3578811676095048","name":"S土豪熊貓G","avatar":"https://static.tigerbbs.com/2bf36dcb8e5b590c1e5f4df466413275","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578811676095048","authorIdStr":"3578811676095048"},"themes":[],"title":"","htmlText":"Pls comment and likes. Thanks","listText":"Pls comment and likes. Thanks","text":"Pls comment and likes. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/196847169","repostId":"1163454382","repostType":4,"repost":{"id":"1163454382","kind":"news","pubTimestamp":1621004581,"share":"https://www.laohunote.com/m/news/1163454382?lang=zh_CN&edition=full","pubTime":"2021-05-14 23:03","market":"us","language":"en","title":"Why AMC Entertainment Stock Jumped Again Friday<blockquote>为什么AMC院线股价周五再次上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163454382","media":"Motley Fool","summary":"AMC investors have reason for more optimism on the heels of another capital raise.Yesterday's jump came after the company announcedit raised $428 million. First, the Centers for Disease Control and Prevention  issued a new statement on current health and safety protocols saying that fully vaccinated people can resume activities without wearing a mask or physically distancing, including indoors.This should allow theaters to open back up at full capacity and be a desirable destination for vaccinat","content":"<p>  <b>AMC investors have reason for more optimism on the heels of another capital raise.</b>  <b>What happened</b></p><p><blockquote><b>AMC 投资者有理由在再次融资后更加乐观。</b><b>发生了什么事</b></blockquote></p><p> A day after<b>AMC Entertainment Holdings</b>(NYSE:AMC)</p><p><blockquote>一天后<b>AMC院线控股</b>（纽约证券交易所代码：AMC）</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Yesterday's jump came after the company announcedit raised $428 million</p><p><blockquote>昨天的上涨是在该公司宣布筹集 4.28 亿美元之后发生的</blockquote></p><p> First, the Centers for Disease Control and Prevention (CDC) issued a new statement on current health and safety protocols saying that fully vaccinated people can resume activities without wearing a mask or physically distancing, including indoors.</p><p><blockquote>首先，疾病控制和预防中心（CDC）就当前的健康和安全协议发表了一份新声明，称完全接种疫苗的人可以在不戴口罩或保持物理距离的情况下恢复活动，包括在室内。</blockquote></p><p> This should allow theaters to open back up at full capacity and be a desirable destination for vaccinated movie patrons. Also yesterday,<b>Walt Disney</b>(NYSE:DIS)announced its quarterly earnings report, and CEO Bob Chapek noted \"increased production at our studios.\" While that is a positive for theater operators, Disney also reported disappointing subscriber growth in itsstreaming services.</p><p><blockquote>这应该可以让电影院满负荷重新开放，并成为接种疫苗的电影观众的理想目的地。也是昨天，<b>华特·迪士尼</b>（纽约证券交易所代码：DIS）公布了季度收益报告，首席执行官鲍勃·查佩克 (Bob Chapek) 指出“我们工作室的产量有所增加”。虽然这对影院运营商来说是个好消息，但迪士尼也报告了其流媒体服务的用户增长令人失望。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> Lower streaming subscriptions could be a positive sign for the theater business. As vaccinations continue to roll out, and with the CDC now officially giving its approval to gather indoors with crowds and without masks, theater attendance may resume quickly.</p><p><blockquote>较低的流媒体订阅可能是影院业务的一个积极迹象。随着疫苗接种的继续推广，随着疾病预防控制中心现在正式批准在室内聚集人群，不戴口罩，剧院上座率可能会很快恢复。</blockquote></p><p> Vaccinations are going to drive people back to activities outside the home. Movie theaters are likely to be a favorite destination after more than a year of mostly watching at home. On the heels of another capital raise, AMC investors may be thinking this company finally has a promising path ahead.</p><p><blockquote>疫苗接种将促使人们回到户外活动中。经过一年多的在家观看，电影院可能会成为最受欢迎的目的地。在再次融资之后，AMC 投资者可能认为这家公司终于有了一条充满希望的道路。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why AMC Entertainment Stock Jumped Again Friday<blockquote>为什么AMC院线股价周五再次上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy AMC Entertainment Stock Jumped Again Friday<blockquote>为什么AMC院线股价周五再次上涨</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\">2021-05-14 23:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>AMC investors have reason for more optimism on the heels of another capital raise.</b>  <b>What happened</b></p><p><blockquote><b>AMC 投资者有理由在再次融资后更加乐观。</b><b>发生了什么事</b></blockquote></p><p> A day after<b>AMC Entertainment Holdings</b>(NYSE:AMC)</p><p><blockquote>一天后<b>AMC院线控股</b>（纽约证券交易所代码：AMC）</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Yesterday's jump came after the company announcedit raised $428 million</p><p><blockquote>昨天的上涨是在该公司宣布筹集 4.28 亿美元之后发生的</blockquote></p><p> First, the Centers for Disease Control and Prevention (CDC) issued a new statement on current health and safety protocols saying that fully vaccinated people can resume activities without wearing a mask or physically distancing, including indoors.</p><p><blockquote>首先，疾病控制和预防中心（CDC）就当前的健康和安全协议发表了一份新声明，称完全接种疫苗的人可以在不戴口罩或保持物理距离的情况下恢复活动，包括在室内。</blockquote></p><p> This should allow theaters to open back up at full capacity and be a desirable destination for vaccinated movie patrons. Also yesterday,<b>Walt Disney</b>(NYSE:DIS)announced its quarterly earnings report, and CEO Bob Chapek noted \"increased production at our studios.\" While that is a positive for theater operators, Disney also reported disappointing subscriber growth in itsstreaming services.</p><p><blockquote>这应该可以让电影院满负荷重新开放，并成为接种疫苗的电影观众的理想目的地。也是昨天，<b>华特·迪士尼</b>（纽约证券交易所代码：DIS）公布了季度收益报告，首席执行官鲍勃·查佩克 (Bob Chapek) 指出“我们工作室的产量有所增加”。虽然这对影院运营商来说是个好消息，但迪士尼也报告了其流媒体服务的用户增长令人失望。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> Lower streaming subscriptions could be a positive sign for the theater business. As vaccinations continue to roll out, and with the CDC now officially giving its approval to gather indoors with crowds and without masks, theater attendance may resume quickly.</p><p><blockquote>较低的流媒体订阅可能是影院业务的一个积极迹象。随着疫苗接种的继续推广，随着疾病预防控制中心现在正式批准在室内聚集人群，不戴口罩，剧院上座率可能会很快恢复。</blockquote></p><p> Vaccinations are going to drive people back to activities outside the home. Movie theaters are likely to be a favorite destination after more than a year of mostly watching at home. On the heels of another capital raise, AMC investors may be thinking this company finally has a promising path ahead.</p><p><blockquote>疫苗接种将促使人们回到户外活动中。经过一年多的在家观看，电影院可能会成为最受欢迎的目的地。在再次融资之后，AMC 投资者可能认为这家公司终于有了一条充满希望的道路。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/05/14/why-amc-entertainment-stock-jumped-again-friday/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2021/05/14/why-amc-entertainment-stock-jumped-again-friday/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163454382","content_text":"AMC investors have reason for more optimism on the heels of another capital raise.\n\nWhat happened\nA day afterAMC Entertainment Holdings(NYSE:AMC)\nSo what\nYesterday's jump came after the company announcedit raised $428 million\nFirst, the Centers for Disease Control and Prevention (CDC) issued a new statement on current health and safety protocols saying that fully vaccinated people can resume activities without wearing a mask or physically distancing, including indoors.\nThis should allow theaters to open back up at full capacity and be a desirable destination for vaccinated movie patrons. Also yesterday,Walt Disney(NYSE:DIS)announced its quarterly earnings report, and CEO Bob Chapek noted \"increased production at our studios.\" While that is a positive for theater operators, Disney also reported disappointing subscriber growth in itsstreaming services.\nNow what\nLower streaming subscriptions could be a positive sign for the theater business. As vaccinations continue to roll out, and with the CDC now officially giving its approval to gather indoors with crowds and without masks, theater attendance may resume quickly.\nVaccinations are going to drive people back to activities outside the home. Movie theaters are likely to be a favorite destination after more than a year of mostly watching at home. On the heels of another capital raise, AMC investors may be thinking this company finally has a promising path ahead.","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":820,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181537527,"gmtCreate":1623401016569,"gmtModify":1631883741202,"author":{"id":"3578811676095048","authorId":"3578811676095048","name":"S土豪熊貓G","avatar":"https://static.tigerbbs.com/2bf36dcb8e5b590c1e5f4df466413275","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578811676095048","authorIdStr":"3578811676095048"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/OCGN\">$Histogenics(OCGN)$</a> Guys, let stay untied to fight those that want to short it. I added another 10000shares yesterday to leverage. Stay confidence &amp; pin on on BLA soon. Chilled!","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/OCGN\">$Histogenics(OCGN)$</a> Guys, let stay untied to fight those that want to short it. I added another 10000shares yesterday to leverage. Stay confidence &amp; pin on on BLA soon. Chilled!","text":"$Histogenics(OCGN)$ Guys, let stay untied to fight those that want to short it. I added another 10000shares yesterday to leverage. Stay confidence & pin on on BLA soon. Chilled!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/181537527","isVote":1,"tweetType":1,"viewCount":2158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140018633,"gmtCreate":1625619247622,"gmtModify":1633939048245,"author":{"id":"3578811676095048","authorId":"3578811676095048","name":"S土豪熊貓G","avatar":"https://static.tigerbbs.com/2bf36dcb8e5b590c1e5f4df466413275","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578811676095048","authorIdStr":"3578811676095048"},"themes":[],"title":"","htmlText":"Technical&nbsp;correction. Normal!&nbsp;","listText":"Technical&nbsp;correction. Normal!&nbsp;","text":"Technical correction. Normal!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/140018633","repostId":"1122166072","repostType":4,"isVote":1,"tweetType":1,"viewCount":834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165301739,"gmtCreate":1624092112121,"gmtModify":1634010764537,"author":{"id":"3578811676095048","authorId":"3578811676095048","name":"S土豪熊貓G","avatar":"https://static.tigerbbs.com/2bf36dcb8e5b590c1e5f4df466413275","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578811676095048","authorIdStr":"3578811676095048"},"themes":[],"title":"","htmlText":"Bullish all the way&nbsp;till end&nbsp;July. PlsComment and likes&nbsp;","listText":"Bullish all the way&nbsp;till end&nbsp;July. PlsComment and likes&nbsp;","text":"Bullish all the way till end July. PlsComment and likes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/165301739","repostId":"1113942445","repostType":4,"isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124176599,"gmtCreate":1624756442111,"gmtModify":1633949086291,"author":{"id":"3578811676095048","authorId":"3578811676095048","name":"S土豪熊貓G","avatar":"https://static.tigerbbs.com/2bf36dcb8e5b590c1e5f4df466413275","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578811676095048","authorIdStr":"3578811676095048"},"themes":[],"title":"","htmlText":"Great potential to soar to $300. Great Moat, leaders, and&nbsp;financials. Any comments?&nbsp;","listText":"Great potential to soar to $300. Great Moat, leaders, and&nbsp;financials. Any comments?&nbsp;","text":"Great potential to soar to $300. Great Moat, leaders, and financials. Any comments?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/124176599","repostId":"1164137597","repostType":4,"isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}