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2022-01-21

‌$Tiger Brokers(TIGR)$‌Wow keep dropping...is our fund & shares safe here?

2021-11-16

Noted

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2021-10-20

Ok then

ARK’s Cathie Wood: Deflation's a bigger threat than inflation; here's how she's playing it<blockquote>方舟的凯西-伍德（Cathie Wood）：通货紧缩比通货膨胀构成更大的威胁；她是这样玩的</blockquote>

2021-10-20

Buy buy

10 Biggest Price Target Changes For Wednesday<blockquote>周三 10 大价格目标变化</blockquote>

2021-10-20

Noted and liked

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2021-10-13

Noted

Apple plans Oct. 18 event where it's expected to focus on new MacBooks<blockquote>苹果计划于 10 月 18 日举办活动，预计将重点关注新款 MacBook</blockquote>

2021-10-13

Noted

Tesla Stock: The Path To $2,500 By 2030<blockquote>特斯拉股票：到 2030 年达到 2,500 美元的道路</blockquote>

2021-10-11

Pfizer still preferred with wellknown waning effect?[Speechless]

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2021-10-11

TSMC FTW

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2021-10-11

Noted

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2021-10-11

What?

Elon Musk vs. Charlie Ergen: Battle of the Billionaires Over Spectrum<blockquote>埃隆·马斯克 (Elon Musk) 与查理·埃尔根 (Charlie Ergen)：亿万富翁争夺频谱</blockquote>

2021-10-06

Noted

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2021-10-06

Where’s the crash

Don't worry (too much) about an October market crash<blockquote>不要（太）担心十月份的市场崩盘</blockquote>

2021-10-05

Useless Facebook

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2021-10-05

Short

Udemy files for U.S. IPO as remote learning shift drives revenue surge<blockquote>远程学习转变推动收入激增，Udemy 申请美国 IPO</blockquote>

2021-10-05

Top

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2021-09-30

Noted

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2021-09-30

Noted

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2021-09-27

Noted

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2021-09-27

Useless

Hands On The Wheel! Tesla Launches Full Self Driving Beta Request Button<blockquote>手放在方向盘上!特斯拉推出全自动驾驶测试版请求按钮</blockquote>

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shares&nbsp;safe here?","listText":"‌<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>‌Wow keep dropping...is our fund &amp; shares&nbsp;safe here?","text":"‌$Tiger Brokers(TIGR)$‌Wow keep dropping...is our fund & shares safe here?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630816333","isVote":1,"tweetType":1,"viewCount":4278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871677078,"gmtCreate":1637070735832,"gmtModify":1637070844354,"author":{"id":"3578904373237924","authorId":"3578904373237924","name":"dw321","avatar":"https://static.tigerbbs.com/4425061ef8f6492240624ef8525e56af","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578904373237924","idStr":"3578904373237924"},"themes":[],"title":"","htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/871677078","repostId":"2183076130","repostType":4,"isVote":1,"tweetType":1,"viewCount":3984,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853035438,"gmtCreate":1634740919889,"gmtModify":1634741354205,"author":{"id":"3578904373237924","authorId":"3578904373237924","name":"dw321","avatar":"https://static.tigerbbs.com/4425061ef8f6492240624ef8525e56af","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578904373237924","idStr":"3578904373237924"},"themes":[],"title":"","htmlText":"Ok then","listText":"Ok then","text":"Ok then","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853035438","repostId":"1118967513","repostType":4,"repost":{"id":"1118967513","kind":"news","pubTimestamp":1634729717,"share":"https://www.laohunote.com/m/news/1118967513?lang=zh_CN&edition=full","pubTime":"2021-10-20 19:35","market":"us","language":"en","title":"ARK’s Cathie Wood: Deflation's a bigger threat than inflation; here's how she's playing it<blockquote>方舟的凯西-伍德（Cathie Wood）：通货紧缩比通货膨胀构成更大的威胁；她是这样玩的</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1118967513","media":"seekingalpha","summary":"ARK Invest chief Cathie Wood reiterated her views on Tuesday that deflation rather than inflation is","content":"<p>ARK Invest chief Cathie Wood reiterated her views on Tuesday that deflation rather than inflation is the biggest market threat, and that innovation companies like EV and fintech firms represent the best deflation hedge.</p><p><blockquote>ARK Invest 首席执行官 Cathie Wood 周二重申了她的观点，即通货紧缩而不是通货膨胀是最大的市场威胁，电动汽车和金融科技公司等创新公司代表了最好的通货紧缩对冲。</blockquote></p><p> However, all six of ARK Invest's actively managed exchange traded funds underperformed the broad-based market indexes during Q3, according to figures the quarterly report included.</p><p><blockquote>然而，根据季度报告中包含的数据，ARK Investment 旗下所有六只主动管理型交易所交易基金在第三季度的表现均逊于大盘指数。</blockquote></p><p> The ETFs also have a split performance from a year-to-date viewpoint,&nbsp;with three being positive and three being negative through 2021's first nine months.</p><p><blockquote>从年初至今的角度来看，这些 ETF 的表现也参差不齐，2021 年前 9 个月有 3 只为正值，3 只为负值。</blockquote></p><p> YTD price action on ARKs actively managed ETFs:</p><p><blockquote>ARKs 主动管理 ETF 的年初至今价格走势：</blockquote></p><p> <a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>(NYSEARCA:ARKF):&nbsp;+7.34%.</p><p><blockquote><a href=\"https://laohu8.com/S/ARKF\">方舟金融科技创新ETF</a>（NYSEARCA:ARKF）：+7.34%。</blockquote></p><p> ARK Autonomous Technology &amp; Robotics ETF(BATS:ARKQ):&nbsp;+6.37%.</p><p><blockquote>方舟自主技术与机器人 ETF（BATS:ARKQ）：+6.37%。</blockquote></p><p> <a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a>(NYSEARCA:ARKW):&nbsp;+3.48%.</p><p><blockquote><a href=\"https://laohu8.com/S/ARKW\">方舟下一代互联网ETF</a>（NYSEARCA:ARKW）：+3.48%。</blockquote></p><p> ARK Space Exploration ETF(BATS:ARKX):&nbsp;-1.55%.</p><p><blockquote>方舟太空探索 ETF（BATS：ARKX）：-1.55%。</blockquote></p><p> <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>(NYSEARCA:ARKK):&nbsp;-5.98%.</p><p><blockquote><a href=\"https://laohu8.com/S/ARKK\">方舟创新ETF</a>（NYSEARCA:ARKK）：-5.98%。</blockquote></p><p> <a href=\"https://laohu8.com/S/ARKG\">ARK Genomic Revolution Multi-Sector ETF</a>(BATS:ARKG):&nbsp;-20.87%.</p><p><blockquote><a href=\"https://laohu8.com/S/ARKG\">方舟基因组革命多板块 ETF</a>（蝙蝠：ARKG）：-20.87%。</blockquote></p><p> Daily price action: ARKK&nbsp;+2.28%, ARKQ&nbsp;+1.90%, ARKW&nbsp;+1.96%, ARKG&nbsp;+3.51%, ARKF&nbsp;+1.39%, and ARKX&nbsp;+1.38%.</p><p><blockquote>每日价格走势：ARKK+2.28%，ARKQ+1.90%，ARKW+1.96%，ARKG+3.51%，ARKF+1.39%，ARKX+1.38%。</blockquote></p><p> Below is a depiction of each fund’s momentum, expenses, dividends, risk, and asset-flows grades according to Seeking Alpha's proprietary quant ratings. For a&nbsp;more extensive analysis, you can see Seeking Alpha’s complete quantitative analysis here.</p><p><blockquote>以下是根据 Seeking Alpha 专有的量化评级对每只基金的动能、费用、股息、风险和资产流动评级的描述。如需更全面的分析，您可以点击此处查看 Seeking Alpha 的完整定量分析。</blockquote></p><p> “In ARK’s view, inflation fears have been overblown and are likely to give way to the risks of deflation,\" Wood wrote in a commentary accompanying ARK’s latest&nbsp;quarterly report.</p><p><blockquote>“伍德在 ARK 最新季度报告的评论中写道：”在 ARK 看来，通胀担忧被夸大了，很可能会让位于通货紧缩的风险。</blockquote></p><p> She wrote that market participants are beginning to focus on inventories built up not at the organizational level, but rather at the consumer households’ level due in part to the COVID-19 crisis.</p><p><blockquote>她写道，由于 COVID-19 危机，市场参与者开始关注的不是组织层面的库存，而是消费者家庭层面的库存。</blockquote></p><p> “Once the household inventory accumulation is better understood, fears could shift from inflation to deflation and sluggish growth rates,\" Wood argued.</p><p><blockquote>“伍德认为：”一旦更好地了解了家庭库存积累情况，人们的担忧可能会从通货膨胀转向通货紧缩和增长率低迷。</blockquote></p><p> She predicted that nominal GDP growth will most likely be considerably lower than expected over the next five years.</p><p><blockquote>她预测，未来五年名义GDP增长很可能会远低于预期。</blockquote></p><p> As such, Wood predicted that “scarce double-digit growth opportunities will be rewarded, and growth stocks in general and innovation-driven stocks in particular could be the prime beneficiaries.”</p><p><blockquote>因此，伍德预测，“稀缺的两位数增长机会将得到回报，成长型股票，尤其是创新驱动型股票，可能是主要受益者”。</blockquote></p><p> The financier also echoed her previously disclosed stance that the two sectors that will be \"disrupted the most by innovation during the next five years [will be] energy and financial services.\"</p><p><blockquote>这位金融家还呼应了她之前披露的立场，即“未来五年受创新颠覆最大的两个行业将是能源和金融服务”。</blockquote></p><p> Wood said that's creating opportunities&nbsp;in autonomous electric vehicles and digital wallets/cryptocurrencies -- two areas where ARK funds have focused.</p><p><blockquote>伍德表示，这为自动驾驶电动汽车和数字钱包/加密货币创造了机会——这是方舟基金关注的两个领域。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4bdd912ee6992cc32db9c19f1edbfbe3\" tg-width=\"1194\" tg-height=\"267\" 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>ARK’s Cathie Wood: Deflation's a bigger threat than inflation; here's how she's playing it<blockquote>方舟的凯西-伍德（Cathie Wood）：通货紧缩比通货膨胀构成更大的威胁；她是这样玩的</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\">\nARK’s Cathie Wood: Deflation's a bigger threat than inflation; here's how she's playing it<blockquote>方舟的凯西-伍德（Cathie Wood）：通货紧缩比通货膨胀构成更大的威胁；她是这样玩的</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-10-20 19:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>ARK Invest chief Cathie Wood reiterated her views on Tuesday that deflation rather than inflation is the biggest market threat, and that innovation companies like EV and fintech firms represent the best deflation hedge.</p><p><blockquote>ARK Invest 首席执行官 Cathie Wood 周二重申了她的观点，即通货紧缩而不是通货膨胀是最大的市场威胁，电动汽车和金融科技公司等创新公司代表了最好的通货紧缩对冲。</blockquote></p><p> However, all six of ARK Invest's actively managed exchange traded funds underperformed the broad-based market indexes during Q3, according to figures the quarterly report included.</p><p><blockquote>然而，根据季度报告中包含的数据，ARK Investment 旗下所有六只主动管理型交易所交易基金在第三季度的表现均逊于大盘指数。</blockquote></p><p> The ETFs also have a split performance from a year-to-date viewpoint,&nbsp;with three being positive and three being negative through 2021's first nine months.</p><p><blockquote>从年初至今的角度来看，这些 ETF 的表现也参差不齐，2021 年前 9 个月有 3 只为正值，3 只为负值。</blockquote></p><p> YTD price action on ARKs actively managed ETFs:</p><p><blockquote>ARKs 主动管理 ETF 的年初至今价格走势：</blockquote></p><p> <a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>(NYSEARCA:ARKF):&nbsp;+7.34%.</p><p><blockquote><a href=\"https://laohu8.com/S/ARKF\">方舟金融科技创新ETF</a>（NYSEARCA:ARKF）：+7.34%。</blockquote></p><p> ARK Autonomous Technology &amp; Robotics ETF(BATS:ARKQ):&nbsp;+6.37%.</p><p><blockquote>方舟自主技术与机器人 ETF（BATS:ARKQ）：+6.37%。</blockquote></p><p> <a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a>(NYSEARCA:ARKW):&nbsp;+3.48%.</p><p><blockquote><a href=\"https://laohu8.com/S/ARKW\">方舟下一代互联网ETF</a>（NYSEARCA:ARKW）：+3.48%。</blockquote></p><p> ARK Space Exploration ETF(BATS:ARKX):&nbsp;-1.55%.</p><p><blockquote>方舟太空探索 ETF（BATS：ARKX）：-1.55%。</blockquote></p><p> <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>(NYSEARCA:ARKK):&nbsp;-5.98%.</p><p><blockquote><a href=\"https://laohu8.com/S/ARKK\">方舟创新ETF</a>（NYSEARCA:ARKK）：-5.98%。</blockquote></p><p> <a href=\"https://laohu8.com/S/ARKG\">ARK Genomic Revolution Multi-Sector ETF</a>(BATS:ARKG):&nbsp;-20.87%.</p><p><blockquote><a href=\"https://laohu8.com/S/ARKG\">方舟基因组革命多板块 ETF</a>（蝙蝠：ARKG）：-20.87%。</blockquote></p><p> Daily price action: ARKK&nbsp;+2.28%, ARKQ&nbsp;+1.90%, ARKW&nbsp;+1.96%, ARKG&nbsp;+3.51%, ARKF&nbsp;+1.39%, and ARKX&nbsp;+1.38%.</p><p><blockquote>每日价格走势：ARKK+2.28%，ARKQ+1.90%，ARKW+1.96%，ARKG+3.51%，ARKF+1.39%，ARKX+1.38%。</blockquote></p><p> Below is a depiction of each fund’s momentum, expenses, dividends, risk, and asset-flows grades according to Seeking Alpha's proprietary quant ratings. For a&nbsp;more extensive analysis, you can see Seeking Alpha’s complete quantitative analysis here.</p><p><blockquote>以下是根据 Seeking Alpha 专有的量化评级对每只基金的动能、费用、股息、风险和资产流动评级的描述。如需更全面的分析，您可以点击此处查看 Seeking Alpha 的完整定量分析。</blockquote></p><p> “In ARK’s view, inflation fears have been overblown and are likely to give way to the risks of deflation,\" Wood wrote in a commentary accompanying ARK’s latest&nbsp;quarterly report.</p><p><blockquote>“伍德在 ARK 最新季度报告的评论中写道：”在 ARK 看来，通胀担忧被夸大了，很可能会让位于通货紧缩的风险。</blockquote></p><p> She wrote that market participants are beginning to focus on inventories built up not at the organizational level, but rather at the consumer households’ level due in part to the COVID-19 crisis.</p><p><blockquote>她写道，由于 COVID-19 危机，市场参与者开始关注的不是组织层面的库存，而是消费者家庭层面的库存。</blockquote></p><p> “Once the household inventory accumulation is better understood, fears could shift from inflation to deflation and sluggish growth rates,\" Wood argued.</p><p><blockquote>“伍德认为：”一旦更好地了解了家庭库存积累情况，人们的担忧可能会从通货膨胀转向通货紧缩和增长率低迷。</blockquote></p><p> She predicted that nominal GDP growth will most likely be considerably lower than expected over the next five years.</p><p><blockquote>她预测，未来五年名义GDP增长很可能会远低于预期。</blockquote></p><p> As such, Wood predicted that “scarce double-digit growth opportunities will be rewarded, and growth stocks in general and innovation-driven stocks in particular could be the prime beneficiaries.”</p><p><blockquote>因此，伍德预测，“稀缺的两位数增长机会将得到回报，成长型股票，尤其是创新驱动型股票，可能是主要受益者”。</blockquote></p><p> The financier also echoed her previously disclosed stance that the two sectors that will be \"disrupted the most by innovation during the next five years [will be] energy and financial services.\"</p><p><blockquote>这位金融家还呼应了她之前披露的立场，即“未来五年受创新颠覆最大的两个行业将是能源和金融服务”。</blockquote></p><p> Wood said that's creating opportunities&nbsp;in autonomous electric vehicles and digital wallets/cryptocurrencies -- two areas where ARK funds have focused.</p><p><blockquote>伍德表示，这为自动驾驶电动汽车和数字钱包/加密货币创造了机会——这是方舟基金关注的两个领域。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4bdd912ee6992cc32db9c19f1edbfbe3\" tg-width=\"1194\" tg-height=\"267\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3755139-arks-q3-report-in-arks-view-inflation-fears-have-been-overblown\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/news/3755139-arks-q3-report-in-arks-view-inflation-fears-have-been-overblown","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118967513","content_text":"ARK Invest chief Cathie Wood reiterated her views on Tuesday that deflation rather than inflation is the biggest market threat, and that innovation companies like EV and fintech firms represent the best deflation hedge.\nHowever, all six of ARK Invest's actively managed exchange traded funds underperformed the broad-based market indexes during Q3, according to figures the quarterly report included.\nThe ETFs also have a split performance from a year-to-date viewpoint, with three being positive and three being negative through 2021's first nine months.\nYTD price action on ARKs actively managed ETFs:\nARK Fintech Innovation ETF(NYSEARCA:ARKF): +7.34%.\nARK Autonomous Technology & Robotics ETF(BATS:ARKQ): +6.37%.\nARK Next Generation Internet ETF(NYSEARCA:ARKW): +3.48%.\nARK Space Exploration ETF(BATS:ARKX): -1.55%.\nARK Innovation ETF(NYSEARCA:ARKK): -5.98%.\nARK Genomic Revolution Multi-Sector ETF(BATS:ARKG): -20.87%.\nDaily price action: ARKK +2.28%, ARKQ +1.90%, ARKW +1.96%, ARKG +3.51%, ARKF +1.39%, and ARKX +1.38%.\nBelow is a depiction of each fund’s momentum, expenses, dividends, risk, and asset-flows grades according to Seeking Alpha's proprietary quant ratings. For a more extensive analysis, you can see Seeking Alpha’s complete quantitative analysis here.\n“In ARK’s view, inflation fears have been overblown and are likely to give way to the risks of deflation,\" Wood wrote in a commentary accompanying ARK’s latest quarterly report.\nShe wrote that market participants are beginning to focus on inventories built up not at the organizational level, but rather at the consumer households’ level due in part to the COVID-19 crisis.\n“Once the household inventory accumulation is better understood, fears could shift from inflation to deflation and sluggish growth rates,\" Wood argued.\nShe predicted that nominal GDP growth will most likely be considerably lower than expected over the next five years.\nAs such, Wood predicted that “scarce double-digit growth opportunities will be rewarded, and growth stocks in general and innovation-driven stocks in particular could be the prime beneficiaries.”\nThe financier also echoed her previously disclosed stance that the two sectors that will be \"disrupted the most by innovation during the next five years [will be] energy and financial services.\"\nWood said that's creating opportunities in autonomous electric vehicles and digital wallets/cryptocurrencies -- two areas where ARK funds have focused.","news_type":1,"symbols_score_info":{"ARKIU":0.9}},"isVote":1,"tweetType":1,"viewCount":2896,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853035664,"gmtCreate":1634740891186,"gmtModify":1634741353171,"author":{"id":"3578904373237924","authorId":"3578904373237924","name":"dw321","avatar":"https://static.tigerbbs.com/4425061ef8f6492240624ef8525e56af","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578904373237924","idStr":"3578904373237924"},"themes":[],"title":"","htmlText":"Buy buy","listText":"Buy buy","text":"Buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853035664","repostId":"1139169809","repostType":4,"repost":{"id":"1139169809","kind":"news","pubTimestamp":1634730457,"share":"https://www.laohunote.com/m/news/1139169809?lang=zh_CN&edition=full","pubTime":"2021-10-20 19:47","market":"us","language":"en","title":"10 Biggest Price Target Changes For Wednesday<blockquote>周三 10 大价格目标变化</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1139169809","media":"Benzinga","summary":"Mizuho cut QUALCOMM Incorporated price target from $180 to $165. QUALCOMM shares fell 0.3% to $132.1","content":"<p><div> Mizuho cut QUALCOMM Incorporated price target from $180 to $165. QUALCOMM shares fell 0.3% to $132.13 in pre-market trading. Deutsche Bank raised the price target for Celanese Corporation from $175 to...</p><p><blockquote><div>瑞穗将高通公司的目标价从 180 美元下调至 165 美元。高通股价在盘前交易中下跌 0.3%，至 132.13 美元。德意志银行将塞拉尼斯公司的目标价从 175 美元上调至……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/markets/penny-stocks/21/10/23458822/10-biggest-price-target-changes-for-wednesday\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/markets/penny-stocks/21/10/23458822/10-biggest-price-target-changes-for-wednesday\">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>10 Biggest Price Target Changes For Wednesday<blockquote>周三 10 大价格目标变化</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\">\n10 Biggest Price Target Changes For Wednesday<blockquote>周三 10 大价格目标变化</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-10-20 19:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Mizuho cut QUALCOMM Incorporated price target from $180 to $165. QUALCOMM shares fell 0.3% to $132.13 in pre-market trading. Deutsche Bank raised the price target for Celanese Corporation from $175 to...</p><p><blockquote><div>瑞穗将高通公司的目标价从 180 美元下调至 165 美元。高通股价在盘前交易中下跌 0.3%，至 132.13 美元。德意志银行将塞拉尼斯公司的目标价从 175 美元上调至……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/markets/penny-stocks/21/10/23458822/10-biggest-price-target-changes-for-wednesday\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/markets/penny-stocks/21/10/23458822/10-biggest-price-target-changes-for-wednesday\">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/markets/penny-stocks/21/10/23458822/10-biggest-price-target-changes-for-wednesday\">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":{"QCOM":"高通"},"source_url":"https://www.benzinga.com/markets/penny-stocks/21/10/23458822/10-biggest-price-target-changes-for-wednesday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139169809","content_text":"Mizuho cut QUALCOMM Incorporated price target from $180 to $165. QUALCOMM shares fell 0.3% to $132.13 in pre-market trading.\nDeutsche Bank raised the price target for Celanese Corporation from $175 to $188. Celanese shares rose 0.4% to close at $164.61 on Tuesday.\nJP Morgan lowered Atea Pharmaceuticals, Inc. price target from $61 to $16. Atea Pharmaceuticals shares fell 1.9% to $13.56 in pre-market trading.\nNeedham cut the price target for Sage Therapeutics, Inc. from $84 to $79. Sage Therapeutics shares fell 8.6% to close at $40.29 on Tuesday.\nRaymond James boosted Chevron Corporation price target from $125 to $134. Chevron shares fell 0.1% to $111.59 in pre-market trading.\nMizuho cut the price target on Micron Technology, Inc. from $90 to $75. Micron shares fell 1.1% to $66.80 in pre-market trading.\nRBC Capital lifted the price target on Clearwater Paper Corporation from $32 to $50. Clearwater Paper shares fell 1% to close at $36.27 on Tuesday.\nMizuho cut Western Digital Corporation price target from $92 to $62. Western Digital shares fell 1.3% to $54.93 in pre-market trading.\nKeybanc raised the price target on Generac Holdings Inc. from $500 to $520. Generac Holdings shares fell 1.5% to close at $462.84 on Tuesday.\nStifel lifted W&T Offshore, Inc. price target from $5.1 to $6.9. W&T Offshore shares rose 1.5% to $4.13 in pre-market trading.","news_type":1,"symbols_score_info":{"QCOM":0.9}},"isVote":1,"tweetType":1,"viewCount":3115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853035189,"gmtCreate":1634740856015,"gmtModify":1634741352575,"author":{"id":"3578904373237924","authorId":"3578904373237924","name":"dw321","avatar":"https://static.tigerbbs.com/4425061ef8f6492240624ef8525e56af","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578904373237924","idStr":"3578904373237924"},"themes":[],"title":"","htmlText":"Noted and liked","listText":"Noted and liked","text":"Noted and liked","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853035189","repostId":"2176870954","repostType":4,"isVote":1,"tweetType":1,"viewCount":2889,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822830479,"gmtCreate":1634111792327,"gmtModify":1634111792493,"author":{"id":"3578904373237924","authorId":"3578904373237924","name":"dw321","avatar":"https://static.tigerbbs.com/4425061ef8f6492240624ef8525e56af","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578904373237924","idStr":"3578904373237924"},"themes":[],"title":"","htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/822830479","repostId":"1165543440","repostType":4,"repost":{"id":"1165543440","kind":"news","pubTimestamp":1634109677,"share":"https://www.laohunote.com/m/news/1165543440?lang=zh_CN&edition=full","pubTime":"2021-10-13 15:21","market":"us","language":"en","title":"Apple plans Oct. 18 event where it's expected to focus on new MacBooks<blockquote>苹果计划于 10 月 18 日举办活动，预计将重点关注新款 MacBook</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1165543440","media":"CNN Business","summary":"(CNN Business)Apple is gearing up for its second big product launch event of the fall.\nApple (AAPL) ","content":"<p><div> (CNN Business)Apple is gearing up for its second big product launch event of the fall. Apple (AAPL) will host a virtual event on October 18, the company announced Tuesday. According to the Apple rumor...</p><p><blockquote><div>（CNN商业）苹果正在为秋季的第二次大型产品发布会做准备。苹果 (AAPL) 周二宣布，将于 10 月 18 日举办一场虚拟活动。根据苹果的谣言……</div></blockquote></p><p>  <a href=\"https://edition.cnn.com/2021/10/12/tech/apple-event-unleashed-october-18/index.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://edition.cnn.com/2021/10/12/tech/apple-event-unleashed-october-18/index.html\">网页连接</a></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 plans Oct. 18 event where it's expected to focus on new MacBooks<blockquote>苹果计划于 10 月 18 日举办活动，预计将重点关注新款 MacBook</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 plans Oct. 18 event where it's expected to focus on new MacBooks<blockquote>苹果计划于 10 月 18 日举办活动，预计将重点关注新款 MacBook</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNN Business</strong><span class=\"h-time small\">2021-10-13 15:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> (CNN Business)Apple is gearing up for its second big product launch event of the fall. Apple (AAPL) will host a virtual event on October 18, the company announced Tuesday. According to the Apple rumor...</p><p><blockquote><div>（CNN商业）苹果正在为秋季的第二次大型产品发布会做准备。苹果 (AAPL) 周二宣布，将于 10 月 18 日举办一场虚拟活动。根据苹果的谣言……</div></blockquote></p><p>  <a href=\"https://edition.cnn.com/2021/10/12/tech/apple-event-unleashed-october-18/index.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://edition.cnn.com/2021/10/12/tech/apple-event-unleashed-october-18/index.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/10/12/tech/apple-event-unleashed-october-18/index.html\">CNN Business</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://edition.cnn.com/2021/10/12/tech/apple-event-unleashed-october-18/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165543440","content_text":"(CNN Business)Apple is gearing up for its second big product launch event of the fall.\nApple (AAPL) will host a virtual event on October 18, the company announced Tuesday. According to the Apple rumor mill, the company is likely to use the event to release an updated version of its high-end MacBook Pro laptop.\nThe event features the tagline \"Unleashed,\" according to a tweet from Apple's SVP of marketing, Greg Joswiak. \"These next six days are going to speed by,\" Joswiak tweeted.\nThe event comes barely a month after Apple unveiled a slew of new products, including four new iPhones, a new Apple Watch and new iPads.Apple has switched to its powerful in-house M1 silicon chips for its computer lineup, and the event name and artwork — which features a hyperspace version of Apple's logo — could be a nod to further speed and performance upgrades.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826778370,"gmtCreate":1634072139644,"gmtModify":1634072139976,"author":{"id":"3578904373237924","authorId":"3578904373237924","name":"dw321","avatar":"https://static.tigerbbs.com/4425061ef8f6492240624ef8525e56af","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578904373237924","idStr":"3578904373237924"},"themes":[],"title":"","htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826778370","repostId":"1188785088","repostType":4,"repost":{"id":"1188785088","kind":"news","pubTimestamp":1634052465,"share":"https://www.laohunote.com/m/news/1188785088?lang=zh_CN&edition=full","pubTime":"2021-10-12 23:27","market":"us","language":"en","title":"Tesla Stock: The Path To $2,500 By 2030<blockquote>特斯拉股票：到 2030 年达到 2,500 美元的道路</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1188785088","media":"Seeking Alpha","summary":"Summary\n\nTesla experienced explosive gains last year.\nThis year, the stock has struggled, but the co","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Tesla experienced explosive gains last year.</li>  <li>This year, the stock has struggled, but the company is on the right track.</li>  <li>Better-than-anticipated production and deliveries data suggests the stock can push higher into year-end.</li>  <li>I suspect Tesla has more upside, and the stock could hit $2,500 in future years.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/207deb1c8eb2af0f4c49abcb18226dd4\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Spencer Platt/Getty Images News</span></p><p><blockquote><ul><li>特斯拉去年经历了爆炸性增长。</li><li>今年，该股表现挣扎，但该公司正走在正确的轨道上。</li><li>好于预期的生产和交付数据表明该股可能会在年底走高。</li><li>我怀疑特斯拉还有更多上涨空间，该股未来几年可能会达到 2,500 美元。</li></ul><p class=\"t-img-caption\"><span>斯宾塞·普拉特/盖蒂图片社新闻</span></p></blockquote></p><p> I've been a Tesla(NASDAQ:TSLA)bull for a long time now. It's hard to believe, but the first time I purchased Tesla's stock was eight years ago when the share price was around a split-adjusted $30. Now, roughly 2,500% higher, I am still long Tesla and I think there is more upside in this stock. Tesla remains the leader in the ultra-lucrative EV space. The company arguably has the best products, powered by the most advanced technologies.</p><p><blockquote>我长期以来一直看好特斯拉（纳斯达克股票代码：TSLA）。很难相信，但我第一次购买特斯拉股票是在八年前，当时股价在拆分调整后的 30 美元左右。现在，大约上涨了 2,500%，我仍然做多特斯拉，我认为这只股票还有更多上涨空间。特斯拉仍然是利润丰厚的电动汽车领域的领导者。该公司可以说拥有最好的产品，由最先进的技术驱动。</blockquote></p><p> Additionally, Tesla has a unique set of competitive advantages that the company utilizes to stay ahead of its competition year after year. Tesla just put up stellar delivery and production numbers, will likely surpass analysts' expectations this quarter, and the company has enormous revenue and EPS growth potential as we advance. While we will not see Tesla shares gain another 2,500% from here any time soon, the stock can probably hit $1,000 by year-end or early next year. Moreover, Tesla shares could climb substantially higher over the next several years as well.</p><p><blockquote>此外，特斯拉拥有一套独特的竞争优势，该公司利用这些优势年复一年地保持竞争领先地位。特斯拉刚刚公布了出色的交付和生产数据，本季度可能会超出分析师的预期，随着我们的发展，该公司具有巨大的收入和每股收益增长潜力。虽然我们不会很快看到特斯拉股价再上涨 2,500%，但该股可能会在年底或明年初达到 1,000 美元。此外，特斯拉股价在未来几年也可能大幅攀升。</blockquote></p><p> <b>Technical Setup</b></p><p><blockquote><b>技术设置</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dabe94c8ac775d6a4113df03ad66ffdb\" tg-width=\"640\" tg-height=\"676\" width=\"100%\" height=\"auto\"><span>Source: Stockcharts.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Stockcharts.com</span></p></blockquote></p><p> Tesla had a stellar run-up in 2020 and into year-end last year. Then the stock experienced a significant correction of around 40% down to the $550 level. After this giant pullback, Tesla shares came back for a successful retest of the $550 level. Since then, the stock has been in a steady, concise, upward channel. The current move higher should continue until the bullish trend breaks. However, the bullish trend is robust and could power Tesla shares to $1,000 by the end of this year. Moreover, the company has numerous favorable fundamental factors to go along with the constructive technical setup right now.</p><p><blockquote>特斯拉在2020年和去年年底都表现出色。随后该股经历了约 40% 的大幅回调，跌至 550 美元水平。在这次大幅回调之后，特斯拉股价成功重新测试了 550 美元的水平。此后，该股一直处于稳定、简洁、上升的通道中。目前的走高趋势应该会持续下去，直到看涨趋势打破。然而，看涨趋势强劲，到今年年底可能会推动特斯拉股价达到 1,000 美元。此外，该公司目前拥有众多有利的基本面因素来配合建设性的技术设置。</blockquote></p><p> <b>Competitive Edge</b></p><p><blockquote><b>竞争优势</b></blockquote></p><p> Tesla continues to enjoy a multifaceted competitive advantage relative to its peers. Its approach to marketing, sales, software development, battery production, supercharging, design, development, and production provides Tesla with a significant edge relative to its competitors. Tesla designs and delivers everything from scratch, and the company remains ever focused on staying ahead of the curve innovation-wise in the EV space. However, most traditional automakers are still mainly focused on ICE vehicles and are still pivoting towards EVs. The bottom line is that the EV market is continuously gaining share over the conventional ICE market, and Tesla is the clear leader when it comes to EVs.</p><p><blockquote>相对于同行，特斯拉继续享有多方面的竞争优势。其营销、销售、软件开发、电池生产、增压、设计、开发和生产的方法为特斯拉提供了相对于竞争对手的显着优势。特斯拉从头开始设计和交付一切，该公司始终专注于在电动汽车领域的创新方面保持领先地位。然而，大多数传统汽车制造商仍然主要专注于内燃机汽车，并且仍然转向电动汽车。底线是，电动汽车市场的份额不断超过传统内燃机市场，而特斯拉是电动汽车领域的明显领导者。</blockquote></p><p> <b>Global EV Market Share First Half of 2021</b></p><p><blockquote><b>2021年上半年全球电动汽车市场份额</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/460efe2072a471a917fc24f40e742d6e\" tg-width=\"640\" tg-height=\"497\" width=\"100%\" height=\"auto\"><span>Source: statista.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：statista.com</span></p></blockquote></p><p> <b>Deliveries Surge</b></p><p><blockquote><b>交付量激增</b></blockquote></p><p> Tesla just announced another record deliveries quarter of&nbsp;241,300 vehiclesin Q3, a&nbsp;20% increase&nbsp;over the last quarter and a remarkable&nbsp;73% YoY surge. Tesla delivered a total of 9,275 Model S/X vehicles along with 232,025 mainstream Model 3/Y cars. Now, if we adjust for lease vehicles, we arrive at about 7,420 Model S/X vehicle sales and roughly 218,104 Model 3/Y vehicles sold in the third quarter.</p><p><blockquote>特斯拉刚刚宣布第三季度交付量再创历史新高，达到 241,300 辆，比上一季度增长 20%，同比大幅增长 73%。特斯拉共交付了9,275辆S/X型车以及232,025辆主流Model 3/Y型车。现在，如果我们对租赁车辆进行调整，我们将在第三季度销售约7,420辆Model S/X车辆，销售约218,104辆Model 3/Y车辆。</blockquote></p><p> Last quarter (Q2 2021), Tesla sold (leases excluded) a total of about 187,163 vehicles for&nbsp;$9.874 billion. This sales image suggests that the average selling price (\"ASP\") across all vehicles was roughly $53K. Tesla sold approximately 1,550 Model S/X vehicles in Q2. Thus, if we approximate an ASP of $100,000 - $110,000 for Model S/X vehicle sales, we are left with about $52,000 for the Model 3/Y segment.</p><p><blockquote>上季度（2021 年第二季度），特斯拉总共售出（不包括租赁）约 187,163 辆汽车，价值 98.74 亿美元。这张销售图片表明所有车辆的平均售价（“ASP”）约为 53,000 美元。特斯拉在第二季度售出了约 1,550 辆 Model S/X 汽车。因此，如果我们估计 Model S/X 汽车销售的平均售价约为 100,000 - 110,000 美元，那么 Model 3/Y 细分市场的平均售价约为 52,000 美元。</blockquote></p><p> Therefore, to get an approximate number for Tesla vehicle sales in Q3, we can use an ASP of $105,000 for the 7,420 Model S/X vehicles sold in the quarter, and we can use the $52,000 ASP for the 218,104 Model 3/Y cars delivered in Q3. This estimate gives us an approximate $800 million in Model S/X sales and $11.34 billion in Model 3/Y sales.</p><p><blockquote>因此，为了获得第三季度特斯拉汽车销量的大致数字，我们可以对该季度销售的7,420辆Model S/X汽车使用105,000美元的平均售价，对第三季度交付的218,104辆Model 3/Y汽车使用52,000美元的平均售价。这一估计给了我们大约8亿美元的Model S/X销售额和113.4亿美元的Model 3/Y销售额。</blockquote></p><p> <b>Q3 Earnings Outlook</b></p><p><blockquote><b>第三季度盈利展望</b></blockquote></p><p> <b>Analysts Estimates:</b></p><p><blockquote><b>分析师估计：</b></blockquote></p><p></p><p> Last quarter, Tesla delivered&nbsp;$1.45 in EPS, beating consensus analysts' forecasts by about $0.47 or 48%. The company announced revenues of $11.96 billion, beating estimates by $559.33 million simultaneously. Now for Q3, consensus estimates are for EPS of $1.47 and revenues of $13.49 billion. However, I think Tesla will beat these figures as well.</p><p><blockquote>上季度，特斯拉每股收益为 1.45 美元，比分析师普遍预测高出约 0.47 美元或 48%。该公司宣布营收为 119.6 亿美元，同时超出预期 5.5933 亿美元。现在，对于第三季度，普遍预期每股收益为 1.47 美元，收入为 134.9 亿美元。不过，我认为特斯拉也会打败这些数字。</blockquote></p><p> <b>My Estimates:</b></p><p><blockquote><b>我的估计：</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/49202e7907ab71b56fdc7a9bd908431d\" tg-width=\"640\" tg-height=\"975\" width=\"100%\" height=\"auto\"><span>Source: Author's Material</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者资料</span></p></blockquote></p><p> Instead of the $13.49 billion revenues figure, I am looking for $14.74 billion in revenues, about a 9% increase over consensus expectations. Moreover, I think we can see about $1.85 in non-GAAP EPS out of Tesla in Q3, roughly 26% better than the current consensus figures imply. If Tesla makes good on its notably better-than-expected Q3 results, the stock will have a strong catalyst for a rally into year-end.</p><p><blockquote>我希望的收入不是 134.9 亿美元，而是 147.4 亿美元，比普遍预期增长约 9%。此外，我认为我们可以看到特斯拉第三季度非 GAAP 每股收益约为 1.85 美元，比当前共识数据所暗示的高出约 26%。如果特斯拉第三季度业绩明显好于预期，该股将成为年底上涨的强大催化剂。</blockquote></p><p> <b>Bright Future Ahead for Tesla</b></p><p><blockquote><b>特斯拉前景光明</b></blockquote></p><p> Estimates are moving up for Tesla. There have been&nbsp;26 upward revisions&nbsp;relative to just one downward (FY2021) revision over the last 90 days. Still, estimates could continue to move higher.</p><p><blockquote>特斯拉的估计正在上升。在过去90天内，有26次向上修正，而只有一次向下修正（2021财年）。尽管如此，估计可能会继续走高。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bda469abb83b22a2a4505ae8d0373158\" tg-width=\"640\" tg-height=\"276\" width=\"100%\" height=\"auto\"><span>Source: seekingalpha.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：seekingalpha.com</span></p></blockquote></p><p> First, I want to draw your attention to the number of beats in recent quarters. Sure, Tesla's earnings remain somewhat volatile, but it's difficult to deny the better-than-anticipated earnings growth of late. Consensus estimates were for $3.61 in EPS for the last four quarters. Yet, the company's actual EPS numbers came in at $3.94, an average beat of around 9% over consensus estimates. We already see estimates that are substantial increases on a YoY basis, but I think that results can continue to come in stronger than anticipated (by about 10-20%) as we advance.</p><p><blockquote>首先，我想提请大家注意最近几个季度的节拍数量。当然，特斯拉的盈利仍然有些波动，但很难否认最近好于预期的盈利增长。普遍预期过去四个季度的每股收益为 3.61 美元。然而，该公司的实际每股收益为 3.94 美元，比市场普遍预期平均高出约 9%。我们已经看到同比大幅增长的估计，但我认为随着我们的进展，结果可能会继续强于预期（约 10-20%）。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8eb9918909984b4de589a4266c10f2a5\" tg-width=\"640\" tg-height=\"282\" width=\"100%\" height=\"auto\"><span>Source: seekingalpha.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：seekingalpha.com</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3215da27370b6e97c23883ece163f6b\" tg-width=\"640\" tg-height=\"279\" width=\"100%\" height=\"auto\"><span>Source: seekingalpha.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：seekingalpha.com</span></p></blockquote></p><p> We see expectations for significant EPS and revenue gains in future years for Tesla. While the stock may seem relatively expensive right now, shares should become increasingly less costly as EPS surge in coming years.</p><p><blockquote>我们预计特斯拉未来几年的每股收益和收入将大幅增长。虽然该股目前看起来相对昂贵，但随着未来几年每股收益的飙升，该股的成本应该会越来越低。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4392b7b8eeb3a6fc412f6cd79fe9e44e\" tg-width=\"640\" tg-height=\"330\" width=\"100%\" height=\"auto\"><span>Source: seekingalpha.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：seekingalpha.com</span></p></blockquote></p><p> Here is what Tesla's EPS, P/E ratio, and share price could look like in future years.</p><p><blockquote>以下是特斯拉未来几年的每股收益、市盈率和股价。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9e110af6b9747752c5a540bdb00c5a4\" tg-width=\"905\" tg-height=\"382\" width=\"100%\" height=\"auto\"><span>Source: Author's Material</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者资料</span></p></blockquote></p><p> <b>The Bottom Line</b></p><p><blockquote><b>底线</b></blockquote></p><p> Tesla's steady and robust EPS growth trend should continue, and I expect the company's share price could reach $2,500 or higher by the end of the decade. Now, some market participants could argue that these stock price projections are optimistic. However, I think that these projections may be relatively modest. First, the company could deliver higher EPS than I anticipate in future years, and second, Tesla's P/E ratio could remain elevated for longer.</p><p><blockquote>特斯拉稳定强劲的每股收益增长趋势应该会持续下去，我预计该公司的股价到本十年末可能会达到 2,500 美元或更高。现在，一些市场参与者可能会认为这些股价预测是乐观的。不过，我认为这些预测可能相对温和。首先，该公司未来几年的每股收益可能会高于我的预期，其次，特斯拉的市盈率可能会在更长时间内保持较高水平。</blockquote></p><p> Due to Tesla's unique growth dynamic, the only company that can compare to Tesla is Amazon(NASDAQ:AMZN), in my view. Amazon's current valuation is what a more mature Tesla valuation could become. Incidentally, Amazon currently trades at about 58 times EPS, exactly where I have my 2029 Tesla P/E ratio pegged. Also, the projected stock price appreciation is only 220% from current levels, which is relatively modest if we consider the number of years.</p><p><blockquote>在我看来，由于特斯拉独特的增长势头，唯一能与特斯拉相提并论的公司是亚马逊（纳斯达克股票代码：AMZN）。亚马逊目前的估值是更成熟的特斯拉估值可能达到的水平。顺便说一句，亚马逊目前的市盈率约为每股收益的 58 倍，这正是我 2029 年特斯拉市盈率的预期。此外，预计股价升值幅度仅为当前水平的 220%，如果考虑到年数，这是相对温和的。</blockquote></p><p> <b>Risks to Tesla's $2,500 Price Target</b></p><p><blockquote><b>特斯拉 2,500 美元目标价面临风险</b></blockquote></p><p> Of course, when you are talking about Tesla, there are risks to consider. While I estimate that the company can earn close to $50 per share by 2030, the company is very far from such figures right now. Therefore, there is the risk that Tesla will not illustrate the kind of earnings growth I envision. A slowdown in demand, increased competition, supply issues, decreased growth, and other variables are all risks we should consider before betting on Tesla to increase EPS nearly tenfold by 2030. Serious concerns could cause Tesla's valuation to lose altitude, and the company's share price could even head in reverse if any serious issues should arise. Therefore, I believe one should consider the risks carefully before committing any capital to a Tesla investment.</p><p><blockquote>当然，当你谈论特斯拉时，有风险需要考虑。虽然我估计该公司到 2030 年每股收益将接近 50 美元，但该公司目前距离这样的数字还很远。因此，特斯拉存在无法体现我所设想的盈利增长的风险。需求放缓、竞争加剧、供应问题、增长放缓和其他变量都是我们在押注特斯拉到 2030 年将每股收益增加近十倍之前应该考虑的风险。严重的担忧可能会导致特斯拉的估值失去高度，如果出现任何严重问题，该公司的股价甚至可能倒挂。因此，我认为在向特斯拉投资投入任何资金之前，应该仔细考虑风险。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock: The Path To $2,500 By 2030<blockquote>特斯拉股票：到 2030 年达到 2,500 美元的道路</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock: The Path To $2,500 By 2030<blockquote>特斯拉股票：到 2030 年达到 2,500 美元的道路</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-10-12 23:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Tesla experienced explosive gains last year.</li>  <li>This year, the stock has struggled, but the company is on the right track.</li>  <li>Better-than-anticipated production and deliveries data suggests the stock can push higher into year-end.</li>  <li>I suspect Tesla has more upside, and the stock could hit $2,500 in future years.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/207deb1c8eb2af0f4c49abcb18226dd4\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Spencer Platt/Getty Images News</span></p><p><blockquote><ul><li>特斯拉去年经历了爆炸性增长。</li><li>今年，该股表现挣扎，但该公司正走在正确的轨道上。</li><li>好于预期的生产和交付数据表明该股可能会在年底走高。</li><li>我怀疑特斯拉还有更多上涨空间，该股未来几年可能会达到 2,500 美元。</li></ul><p class=\"t-img-caption\"><span>斯宾塞·普拉特/盖蒂图片社新闻</span></p></blockquote></p><p> I've been a Tesla(NASDAQ:TSLA)bull for a long time now. It's hard to believe, but the first time I purchased Tesla's stock was eight years ago when the share price was around a split-adjusted $30. Now, roughly 2,500% higher, I am still long Tesla and I think there is more upside in this stock. Tesla remains the leader in the ultra-lucrative EV space. The company arguably has the best products, powered by the most advanced technologies.</p><p><blockquote>我长期以来一直看好特斯拉（纳斯达克股票代码：TSLA）。很难相信，但我第一次购买特斯拉股票是在八年前，当时股价在拆分调整后的 30 美元左右。现在，大约上涨了 2,500%，我仍然做多特斯拉，我认为这只股票还有更多上涨空间。特斯拉仍然是利润丰厚的电动汽车领域的领导者。该公司可以说拥有最好的产品，由最先进的技术驱动。</blockquote></p><p> Additionally, Tesla has a unique set of competitive advantages that the company utilizes to stay ahead of its competition year after year. Tesla just put up stellar delivery and production numbers, will likely surpass analysts' expectations this quarter, and the company has enormous revenue and EPS growth potential as we advance. While we will not see Tesla shares gain another 2,500% from here any time soon, the stock can probably hit $1,000 by year-end or early next year. Moreover, Tesla shares could climb substantially higher over the next several years as well.</p><p><blockquote>此外，特斯拉拥有一套独特的竞争优势，该公司利用这些优势年复一年地保持竞争领先地位。特斯拉刚刚公布了出色的交付和生产数据，本季度可能会超出分析师的预期，随着我们的发展，该公司具有巨大的收入和每股收益增长潜力。虽然我们不会很快看到特斯拉股价再上涨 2,500%，但该股可能会在年底或明年初达到 1,000 美元。此外，特斯拉股价在未来几年也可能大幅攀升。</blockquote></p><p> <b>Technical Setup</b></p><p><blockquote><b>技术设置</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dabe94c8ac775d6a4113df03ad66ffdb\" tg-width=\"640\" tg-height=\"676\" width=\"100%\" height=\"auto\"><span>Source: Stockcharts.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Stockcharts.com</span></p></blockquote></p><p> Tesla had a stellar run-up in 2020 and into year-end last year. Then the stock experienced a significant correction of around 40% down to the $550 level. After this giant pullback, Tesla shares came back for a successful retest of the $550 level. Since then, the stock has been in a steady, concise, upward channel. The current move higher should continue until the bullish trend breaks. However, the bullish trend is robust and could power Tesla shares to $1,000 by the end of this year. Moreover, the company has numerous favorable fundamental factors to go along with the constructive technical setup right now.</p><p><blockquote>特斯拉在2020年和去年年底都表现出色。随后该股经历了约 40% 的大幅回调，跌至 550 美元水平。在这次大幅回调之后，特斯拉股价成功重新测试了 550 美元的水平。此后，该股一直处于稳定、简洁、上升的通道中。目前的走高趋势应该会持续下去，直到看涨趋势打破。然而，看涨趋势强劲，到今年年底可能会推动特斯拉股价达到 1,000 美元。此外，该公司目前拥有众多有利的基本面因素来配合建设性的技术设置。</blockquote></p><p> <b>Competitive Edge</b></p><p><blockquote><b>竞争优势</b></blockquote></p><p> Tesla continues to enjoy a multifaceted competitive advantage relative to its peers. Its approach to marketing, sales, software development, battery production, supercharging, design, development, and production provides Tesla with a significant edge relative to its competitors. Tesla designs and delivers everything from scratch, and the company remains ever focused on staying ahead of the curve innovation-wise in the EV space. However, most traditional automakers are still mainly focused on ICE vehicles and are still pivoting towards EVs. The bottom line is that the EV market is continuously gaining share over the conventional ICE market, and Tesla is the clear leader when it comes to EVs.</p><p><blockquote>相对于同行，特斯拉继续享有多方面的竞争优势。其营销、销售、软件开发、电池生产、增压、设计、开发和生产的方法为特斯拉提供了相对于竞争对手的显着优势。特斯拉从头开始设计和交付一切，该公司始终专注于在电动汽车领域的创新方面保持领先地位。然而，大多数传统汽车制造商仍然主要专注于内燃机汽车，并且仍然转向电动汽车。底线是，电动汽车市场的份额不断超过传统内燃机市场，而特斯拉是电动汽车领域的明显领导者。</blockquote></p><p> <b>Global EV Market Share First Half of 2021</b></p><p><blockquote><b>2021年上半年全球电动汽车市场份额</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/460efe2072a471a917fc24f40e742d6e\" tg-width=\"640\" tg-height=\"497\" width=\"100%\" height=\"auto\"><span>Source: statista.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：statista.com</span></p></blockquote></p><p> <b>Deliveries Surge</b></p><p><blockquote><b>交付量激增</b></blockquote></p><p> Tesla just announced another record deliveries quarter of&nbsp;241,300 vehiclesin Q3, a&nbsp;20% increase&nbsp;over the last quarter and a remarkable&nbsp;73% YoY surge. Tesla delivered a total of 9,275 Model S/X vehicles along with 232,025 mainstream Model 3/Y cars. Now, if we adjust for lease vehicles, we arrive at about 7,420 Model S/X vehicle sales and roughly 218,104 Model 3/Y vehicles sold in the third quarter.</p><p><blockquote>特斯拉刚刚宣布第三季度交付量再创历史新高，达到 241,300 辆，比上一季度增长 20%，同比大幅增长 73%。特斯拉共交付了9,275辆S/X型车以及232,025辆主流Model 3/Y型车。现在，如果我们对租赁车辆进行调整，我们将在第三季度销售约7,420辆Model S/X车辆，销售约218,104辆Model 3/Y车辆。</blockquote></p><p> Last quarter (Q2 2021), Tesla sold (leases excluded) a total of about 187,163 vehicles for&nbsp;$9.874 billion. This sales image suggests that the average selling price (\"ASP\") across all vehicles was roughly $53K. Tesla sold approximately 1,550 Model S/X vehicles in Q2. Thus, if we approximate an ASP of $100,000 - $110,000 for Model S/X vehicle sales, we are left with about $52,000 for the Model 3/Y segment.</p><p><blockquote>上季度（2021 年第二季度），特斯拉总共售出（不包括租赁）约 187,163 辆汽车，价值 98.74 亿美元。这张销售图片表明所有车辆的平均售价（“ASP”）约为 53,000 美元。特斯拉在第二季度售出了约 1,550 辆 Model S/X 汽车。因此，如果我们估计 Model S/X 汽车销售的平均售价约为 100,000 - 110,000 美元，那么 Model 3/Y 细分市场的平均售价约为 52,000 美元。</blockquote></p><p> Therefore, to get an approximate number for Tesla vehicle sales in Q3, we can use an ASP of $105,000 for the 7,420 Model S/X vehicles sold in the quarter, and we can use the $52,000 ASP for the 218,104 Model 3/Y cars delivered in Q3. This estimate gives us an approximate $800 million in Model S/X sales and $11.34 billion in Model 3/Y sales.</p><p><blockquote>因此，为了获得第三季度特斯拉汽车销量的大致数字，我们可以对该季度销售的7,420辆Model S/X汽车使用105,000美元的平均售价，对第三季度交付的218,104辆Model 3/Y汽车使用52,000美元的平均售价。这一估计给了我们大约8亿美元的Model S/X销售额和113.4亿美元的Model 3/Y销售额。</blockquote></p><p> <b>Q3 Earnings Outlook</b></p><p><blockquote><b>第三季度盈利展望</b></blockquote></p><p> <b>Analysts Estimates:</b></p><p><blockquote><b>分析师估计：</b></blockquote></p><p></p><p> Last quarter, Tesla delivered&nbsp;$1.45 in EPS, beating consensus analysts' forecasts by about $0.47 or 48%. The company announced revenues of $11.96 billion, beating estimates by $559.33 million simultaneously. Now for Q3, consensus estimates are for EPS of $1.47 and revenues of $13.49 billion. However, I think Tesla will beat these figures as well.</p><p><blockquote>上季度，特斯拉每股收益为 1.45 美元，比分析师普遍预测高出约 0.47 美元或 48%。该公司宣布营收为 119.6 亿美元，同时超出预期 5.5933 亿美元。现在，对于第三季度，普遍预期每股收益为 1.47 美元，收入为 134.9 亿美元。不过，我认为特斯拉也会打败这些数字。</blockquote></p><p> <b>My Estimates:</b></p><p><blockquote><b>我的估计：</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/49202e7907ab71b56fdc7a9bd908431d\" tg-width=\"640\" tg-height=\"975\" width=\"100%\" height=\"auto\"><span>Source: Author's Material</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者资料</span></p></blockquote></p><p> Instead of the $13.49 billion revenues figure, I am looking for $14.74 billion in revenues, about a 9% increase over consensus expectations. Moreover, I think we can see about $1.85 in non-GAAP EPS out of Tesla in Q3, roughly 26% better than the current consensus figures imply. If Tesla makes good on its notably better-than-expected Q3 results, the stock will have a strong catalyst for a rally into year-end.</p><p><blockquote>我希望的收入不是 134.9 亿美元，而是 147.4 亿美元，比普遍预期增长约 9%。此外，我认为我们可以看到特斯拉第三季度非 GAAP 每股收益约为 1.85 美元，比当前共识数据所暗示的高出约 26%。如果特斯拉第三季度业绩明显好于预期，该股将成为年底上涨的强大催化剂。</blockquote></p><p> <b>Bright Future Ahead for Tesla</b></p><p><blockquote><b>特斯拉前景光明</b></blockquote></p><p> Estimates are moving up for Tesla. There have been&nbsp;26 upward revisions&nbsp;relative to just one downward (FY2021) revision over the last 90 days. Still, estimates could continue to move higher.</p><p><blockquote>特斯拉的估计正在上升。在过去90天内，有26次向上修正，而只有一次向下修正（2021财年）。尽管如此，估计可能会继续走高。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bda469abb83b22a2a4505ae8d0373158\" tg-width=\"640\" tg-height=\"276\" width=\"100%\" height=\"auto\"><span>Source: seekingalpha.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：seekingalpha.com</span></p></blockquote></p><p> First, I want to draw your attention to the number of beats in recent quarters. Sure, Tesla's earnings remain somewhat volatile, but it's difficult to deny the better-than-anticipated earnings growth of late. Consensus estimates were for $3.61 in EPS for the last four quarters. Yet, the company's actual EPS numbers came in at $3.94, an average beat of around 9% over consensus estimates. We already see estimates that are substantial increases on a YoY basis, but I think that results can continue to come in stronger than anticipated (by about 10-20%) as we advance.</p><p><blockquote>首先，我想提请大家注意最近几个季度的节拍数量。当然，特斯拉的盈利仍然有些波动，但很难否认最近好于预期的盈利增长。普遍预期过去四个季度的每股收益为 3.61 美元。然而，该公司的实际每股收益为 3.94 美元，比市场普遍预期平均高出约 9%。我们已经看到同比大幅增长的估计，但我认为随着我们的进展，结果可能会继续强于预期（约 10-20%）。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8eb9918909984b4de589a4266c10f2a5\" tg-width=\"640\" tg-height=\"282\" width=\"100%\" height=\"auto\"><span>Source: seekingalpha.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：seekingalpha.com</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3215da27370b6e97c23883ece163f6b\" tg-width=\"640\" tg-height=\"279\" width=\"100%\" height=\"auto\"><span>Source: seekingalpha.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：seekingalpha.com</span></p></blockquote></p><p> We see expectations for significant EPS and revenue gains in future years for Tesla. While the stock may seem relatively expensive right now, shares should become increasingly less costly as EPS surge in coming years.</p><p><blockquote>我们预计特斯拉未来几年的每股收益和收入将大幅增长。虽然该股目前看起来相对昂贵，但随着未来几年每股收益的飙升，该股的成本应该会越来越低。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4392b7b8eeb3a6fc412f6cd79fe9e44e\" tg-width=\"640\" tg-height=\"330\" width=\"100%\" height=\"auto\"><span>Source: seekingalpha.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：seekingalpha.com</span></p></blockquote></p><p> Here is what Tesla's EPS, P/E ratio, and share price could look like in future years.</p><p><blockquote>以下是特斯拉未来几年的每股收益、市盈率和股价。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9e110af6b9747752c5a540bdb00c5a4\" tg-width=\"905\" tg-height=\"382\" width=\"100%\" height=\"auto\"><span>Source: Author's Material</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者资料</span></p></blockquote></p><p> <b>The Bottom Line</b></p><p><blockquote><b>底线</b></blockquote></p><p> Tesla's steady and robust EPS growth trend should continue, and I expect the company's share price could reach $2,500 or higher by the end of the decade. Now, some market participants could argue that these stock price projections are optimistic. However, I think that these projections may be relatively modest. First, the company could deliver higher EPS than I anticipate in future years, and second, Tesla's P/E ratio could remain elevated for longer.</p><p><blockquote>特斯拉稳定强劲的每股收益增长趋势应该会持续下去，我预计该公司的股价到本十年末可能会达到 2,500 美元或更高。现在，一些市场参与者可能会认为这些股价预测是乐观的。不过，我认为这些预测可能相对温和。首先，该公司未来几年的每股收益可能会高于我的预期，其次，特斯拉的市盈率可能会在更长时间内保持较高水平。</blockquote></p><p> Due to Tesla's unique growth dynamic, the only company that can compare to Tesla is Amazon(NASDAQ:AMZN), in my view. Amazon's current valuation is what a more mature Tesla valuation could become. Incidentally, Amazon currently trades at about 58 times EPS, exactly where I have my 2029 Tesla P/E ratio pegged. Also, the projected stock price appreciation is only 220% from current levels, which is relatively modest if we consider the number of years.</p><p><blockquote>在我看来，由于特斯拉独特的增长势头，唯一能与特斯拉相提并论的公司是亚马逊（纳斯达克股票代码：AMZN）。亚马逊目前的估值是更成熟的特斯拉估值可能达到的水平。顺便说一句，亚马逊目前的市盈率约为每股收益的 58 倍，这正是我 2029 年特斯拉市盈率的预期。此外，预计股价升值幅度仅为当前水平的 220%，如果考虑到年数，这是相对温和的。</blockquote></p><p> <b>Risks to Tesla's $2,500 Price Target</b></p><p><blockquote><b>特斯拉 2,500 美元目标价面临风险</b></blockquote></p><p> Of course, when you are talking about Tesla, there are risks to consider. While I estimate that the company can earn close to $50 per share by 2030, the company is very far from such figures right now. Therefore, there is the risk that Tesla will not illustrate the kind of earnings growth I envision. A slowdown in demand, increased competition, supply issues, decreased growth, and other variables are all risks we should consider before betting on Tesla to increase EPS nearly tenfold by 2030. Serious concerns could cause Tesla's valuation to lose altitude, and the company's share price could even head in reverse if any serious issues should arise. Therefore, I believe one should consider the risks carefully before committing any capital to a Tesla investment.</p><p><blockquote>当然，当你谈论特斯拉时，有风险需要考虑。虽然我估计该公司到 2030 年每股收益将接近 50 美元，但该公司目前距离这样的数字还很远。因此，特斯拉存在无法体现我所设想的盈利增长的风险。需求放缓、竞争加剧、供应问题、增长放缓和其他变量都是我们在押注特斯拉到 2030 年将每股收益增加近十倍之前应该考虑的风险。严重的担忧可能会导致特斯拉的估值失去高度，如果出现任何严重问题，该公司的股价甚至可能倒挂。因此，我认为在向特斯拉投资投入任何资金之前，应该仔细考虑风险。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4459378-tesla-path-to-2500-by-2030\">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":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4459378-tesla-path-to-2500-by-2030","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188785088","content_text":"Summary\n\nTesla experienced explosive gains last year.\nThis year, the stock has struggled, but the company is on the right track.\nBetter-than-anticipated production and deliveries data suggests the stock can push higher into year-end.\nI suspect Tesla has more upside, and the stock could hit $2,500 in future years.\n\nSpencer Platt/Getty Images News\nI've been a Tesla(NASDAQ:TSLA)bull for a long time now. It's hard to believe, but the first time I purchased Tesla's stock was eight years ago when the share price was around a split-adjusted $30. Now, roughly 2,500% higher, I am still long Tesla and I think there is more upside in this stock. Tesla remains the leader in the ultra-lucrative EV space. The company arguably has the best products, powered by the most advanced technologies.\nAdditionally, Tesla has a unique set of competitive advantages that the company utilizes to stay ahead of its competition year after year. Tesla just put up stellar delivery and production numbers, will likely surpass analysts' expectations this quarter, and the company has enormous revenue and EPS growth potential as we advance. While we will not see Tesla shares gain another 2,500% from here any time soon, the stock can probably hit $1,000 by year-end or early next year. Moreover, Tesla shares could climb substantially higher over the next several years as well.\nTechnical Setup\nSource: Stockcharts.com\nTesla had a stellar run-up in 2020 and into year-end last year. Then the stock experienced a significant correction of around 40% down to the $550 level. After this giant pullback, Tesla shares came back for a successful retest of the $550 level. Since then, the stock has been in a steady, concise, upward channel. The current move higher should continue until the bullish trend breaks. However, the bullish trend is robust and could power Tesla shares to $1,000 by the end of this year. Moreover, the company has numerous favorable fundamental factors to go along with the constructive technical setup right now.\nCompetitive Edge\nTesla continues to enjoy a multifaceted competitive advantage relative to its peers. Its approach to marketing, sales, software development, battery production, supercharging, design, development, and production provides Tesla with a significant edge relative to its competitors. Tesla designs and delivers everything from scratch, and the company remains ever focused on staying ahead of the curve innovation-wise in the EV space. However, most traditional automakers are still mainly focused on ICE vehicles and are still pivoting towards EVs. The bottom line is that the EV market is continuously gaining share over the conventional ICE market, and Tesla is the clear leader when it comes to EVs.\nGlobal EV Market Share First Half of 2021\nSource: statista.com\nDeliveries Surge\nTesla just announced another record deliveries quarter of 241,300 vehiclesin Q3, a 20% increase over the last quarter and a remarkable 73% YoY surge. Tesla delivered a total of 9,275 Model S/X vehicles along with 232,025 mainstream Model 3/Y cars. Now, if we adjust for lease vehicles, we arrive at about 7,420 Model S/X vehicle sales and roughly 218,104 Model 3/Y vehicles sold in the third quarter.\nLast quarter (Q2 2021), Tesla sold (leases excluded) a total of about 187,163 vehicles for $9.874 billion. This sales image suggests that the average selling price (\"ASP\") across all vehicles was roughly $53K. Tesla sold approximately 1,550 Model S/X vehicles in Q2. Thus, if we approximate an ASP of $100,000 - $110,000 for Model S/X vehicle sales, we are left with about $52,000 for the Model 3/Y segment.\nTherefore, to get an approximate number for Tesla vehicle sales in Q3, we can use an ASP of $105,000 for the 7,420 Model S/X vehicles sold in the quarter, and we can use the $52,000 ASP for the 218,104 Model 3/Y cars delivered in Q3. This estimate gives us an approximate $800 million in Model S/X sales and $11.34 billion in Model 3/Y sales.\nQ3 Earnings Outlook\nAnalysts Estimates:\nLast quarter, Tesla delivered $1.45 in EPS, beating consensus analysts' forecasts by about $0.47 or 48%. The company announced revenues of $11.96 billion, beating estimates by $559.33 million simultaneously. Now for Q3, consensus estimates are for EPS of $1.47 and revenues of $13.49 billion. However, I think Tesla will beat these figures as well.\nMy Estimates:\nSource: Author's Material\nInstead of the $13.49 billion revenues figure, I am looking for $14.74 billion in revenues, about a 9% increase over consensus expectations. Moreover, I think we can see about $1.85 in non-GAAP EPS out of Tesla in Q3, roughly 26% better than the current consensus figures imply. If Tesla makes good on its notably better-than-expected Q3 results, the stock will have a strong catalyst for a rally into year-end.\nBright Future Ahead for Tesla\nEstimates are moving up for Tesla. There have been 26 upward revisions relative to just one downward (FY2021) revision over the last 90 days. Still, estimates could continue to move higher.\nSource: seekingalpha.com\nFirst, I want to draw your attention to the number of beats in recent quarters. Sure, Tesla's earnings remain somewhat volatile, but it's difficult to deny the better-than-anticipated earnings growth of late. Consensus estimates were for $3.61 in EPS for the last four quarters. Yet, the company's actual EPS numbers came in at $3.94, an average beat of around 9% over consensus estimates. We already see estimates that are substantial increases on a YoY basis, but I think that results can continue to come in stronger than anticipated (by about 10-20%) as we advance.\nSource: seekingalpha.com\nSource: seekingalpha.com\nWe see expectations for significant EPS and revenue gains in future years for Tesla. While the stock may seem relatively expensive right now, shares should become increasingly less costly as EPS surge in coming years.\nSource: seekingalpha.com\nHere is what Tesla's EPS, P/E ratio, and share price could look like in future years.\nSource: Author's Material\nThe Bottom Line\nTesla's steady and robust EPS growth trend should continue, and I expect the company's share price could reach $2,500 or higher by the end of the decade. Now, some market participants could argue that these stock price projections are optimistic. However, I think that these projections may be relatively modest. First, the company could deliver higher EPS than I anticipate in future years, and second, Tesla's P/E ratio could remain elevated for longer.\nDue to Tesla's unique growth dynamic, the only company that can compare to Tesla is Amazon(NASDAQ:AMZN), in my view. Amazon's current valuation is what a more mature Tesla valuation could become. Incidentally, Amazon currently trades at about 58 times EPS, exactly where I have my 2029 Tesla P/E ratio pegged. Also, the projected stock price appreciation is only 220% from current levels, which is relatively modest if we consider the number of years.\nRisks to Tesla's $2,500 Price Target\nOf course, when you are talking about Tesla, there are risks to consider. While I estimate that the company can earn close to $50 per share by 2030, the company is very far from such figures right now. Therefore, there is the risk that Tesla will not illustrate the kind of earnings growth I envision. A slowdown in demand, increased competition, supply issues, decreased growth, and other variables are all risks we should consider before betting on Tesla to increase EPS nearly tenfold by 2030. Serious concerns could cause Tesla's valuation to lose altitude, and the company's share price could even head in reverse if any serious issues should arise. Therefore, I believe one should consider the risks carefully before committing any capital to a Tesla investment.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826926745,"gmtCreate":1633966491601,"gmtModify":1634003520181,"author":{"id":"3578904373237924","authorId":"3578904373237924","name":"dw321","avatar":"https://static.tigerbbs.com/4425061ef8f6492240624ef8525e56af","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578904373237924","idStr":"3578904373237924"},"themes":[],"title":"","htmlText":"Pfizer still preferred with wellknown&nbsp;waning effect?[Speechless]&nbsp;","listText":"Pfizer still preferred with wellknown&nbsp;waning effect?[Speechless]&nbsp;","text":"Pfizer still preferred with wellknown waning effect?[Speechless]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826926745","repostId":"2174902342","repostType":2,"isVote":1,"tweetType":1,"viewCount":4598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826921112,"gmtCreate":1633966335163,"gmtModify":1633966335260,"author":{"id":"3578904373237924","authorId":"3578904373237924","name":"dw321","avatar":"https://static.tigerbbs.com/4425061ef8f6492240624ef8525e56af","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578904373237924","idStr":"3578904373237924"},"themes":[],"title":"","htmlText":"TSMC FTW","listText":"TSMC FTW","text":"TSMC FTW","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826921112","repostId":"2173926948","repostType":2,"isVote":1,"tweetType":1,"viewCount":3220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826921058,"gmtCreate":1633966313119,"gmtModify":1633966313220,"author":{"id":"3578904373237924","authorId":"3578904373237924","name":"dw321","avatar":"https://static.tigerbbs.com/4425061ef8f6492240624ef8525e56af","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578904373237924","idStr":"3578904373237924"},"themes":[],"title":"","htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826921058","repostId":"2174009689","repostType":2,"isVote":1,"tweetType":1,"viewCount":3099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826933341,"gmtCreate":1633963171048,"gmtModify":1633963171154,"author":{"id":"3578904373237924","authorId":"3578904373237924","name":"dw321","avatar":"https://static.tigerbbs.com/4425061ef8f6492240624ef8525e56af","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578904373237924","idStr":"3578904373237924"},"themes":[],"title":"","htmlText":"What?","listText":"What?","text":"What?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826933341","repostId":"1167654224","repostType":4,"repost":{"id":"1167654224","kind":"news","pubTimestamp":1633957519,"share":"https://www.laohunote.com/m/news/1167654224?lang=zh_CN&edition=full","pubTime":"2021-10-11 21:05","market":"us","language":"en","title":"Elon Musk vs. Charlie Ergen: Battle of the Billionaires Over Spectrum<blockquote>埃隆·马斯克 (Elon Musk) 与查理·埃尔根 (Charlie Ergen)：亿万富翁争夺频谱</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1167654224","media":"The Wall Street Journal","summary":"The two moguls want rules to favor their visions for high-speed broadband service. Is there space en","content":"<p>The two moguls want rules to favor their visions for high-speed broadband service. Is there space enough for the two of them?</p><p><blockquote>这两位大亨希望规则有利于他们对高速宽带服务的愿景。有足够的空间容纳他们两个吗？</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b6e612e1cad7e416fa444ae038edd739\" tg-width=\"1290\" tg-height=\"857\" width=\"100%\" height=\"auto\"><span>The skirmish between Elon Musk, left, and Charlie Ergen over wireless spectrum has a nastier edge than most telecom disputes.</span></p><p><blockquote><p class=\"t-img-caption\"><span>埃隆·马斯克（左）和查理·埃尔根之间关于无线频谱的冲突比大多数电信纠纷更糟糕。</span></p></blockquote></p><p> Elon Musk&nbsp;was adamant.</p><p><blockquote>埃隆·马斯克态度坚决。</blockquote></p><p> On a call last December with Ajit Pai, the Federal Communications Commission’s chairman at the time, Mr. Musk said that if the commission considered a proposal to begin the process of opening up a certain swath of wireless frequencies for ground-based 5G service, it would pose a threat to his Starlink satellite network, according to people familiar with the discussion.</p><p><blockquote>据熟悉讨论情况的人士透露，在去年 12 月与时任联邦通信委员会主席阿吉特-派（Ajit Pai）举行的看涨期权上，马斯克先生表示，如果委员会考虑开始为地面 5G 服务开放一定范围的无线频率的提议，这将对他的星链卫星网络构成威胁。</blockquote></p><p> In later filings with the FCC, Mr. Musk’s Space Exploration Technologies Corp., better known as SpaceX, told the regulator it needed those airwaves, which sit above 12 gigahertz on the wireless spectrum, free and clear for its Starlink swarm of satellites to beam high-speed broadband internet service to disconnected homes across the country. SpaceX didn’t respond to requests for comment for this article.</p><p><blockquote>马斯克先生的太空探索技术公司（Space Exploration Technologies Corp.）在随后提交给联邦通信委员会的文件中告诉监管机构，它需要这些无线频谱上超过 12 千兆赫的无线电波，以便其星链卫星群能够免费清晰地向全国各地断网的家庭提供高速宽带互联网服务。SpaceX 没有回应本文的置评请求。</blockquote></p><p> The Tesla billionaire’s main antagonist in this case is&nbsp;Dish Network&nbsp;Corp.&nbsp;Chairman Charlie Ergen, another mogul with a history of tangling with regulators. Mr. Ergen’s Dish and his allies—who include Dell Computer founder Michael Dell through his personal investment fund, MSD Capital—are pressing the government to allow cellphone towers to send high-speed internet signals over the same airwaves. SpaceX and fellow satellite operator OneWeb oppose changes that they say threaten their goal of expanding internet access from the skies.</p><p><blockquote>这位特斯拉亿万富翁在本案中的主要对手是 Dish Network Corp. 另一位与监管机构纠缠不清的大亨查理-埃尔根（Charlie Ergen）。Ergen 先生的 Dish 和他的盟友--包括戴尔电脑创始人迈克尔-戴尔（Michael Dell）通过其个人投资基金 MSD Capital--正在向政府施压，要求允许手机信号塔通过同一电波发送高速互联网信号。SpaceX 和卫星运营商 OneWeb 反对这些变化，他们称这些变化威胁到他们从空中扩大互联网接入的目标。</blockquote></p><p> Mr. Ergen made his fortune launching satellites but has said his company’s future lies in ultrafast fifth-generation wireless service on the ground. Mr. Musk’s businesses, which include electric cars and rocket launches that ferry NASA astronauts to space, also include satellite broadband service.</p><p><blockquote>埃尔根先生靠发射卫星发家致富，但他表示，公司的未来在于地面超高速第五代无线服务。马斯克先生的业务包括电动汽车和将美国国家航空航天局宇航员送入太空的火箭发射，还包括卫星宽带服务。</blockquote></p><p> This is the kind of skirmish that companies often wage in Washington over finite resources subject to government rules—but with more-prominent personalities and a nastier edge than most telecom disputes. Fights over wireless spectrum are becoming increasingly common as technological advances like 5G let companies stream data in ways considered impossible a few years ago, spurring new demand for space on the airwaves to carry those signals.</p><p><blockquote>这是华盛顿公司经常为受政府规定约束的有限资源而发生的冲突——但与大多数电信纠纷相比，这场冲突的人物更突出，边缘也更恶劣。随着5G等技术进步让公司以几年前被认为不可能的方式传输数据，围绕无线频谱的斗争变得越来越普遍，刺激了对无线电波空间传输这些信号的新需求。</blockquote></p><p> SpaceX says its new Starlink broadband service is already providing cablelike internet speeds to more than 90,000 customers. The FCC granted the company $885 million in incentives to provide more connections to areas of the U.S. that lack true broadband. Dish and its allies argue that looser rules for the 12 GHz frequencies would help the company build a network that will connect smartphones, factory machines and vehicle sensors with the kind of ultrafast internet speeds that 5G promises to deliver.</p><p><blockquote>SpaceX 表示，其新的 Starlink 宽带服务已经为 90,000 多名客户提供类似电缆的互联网速度。联邦通信委员会授予该公司8.85亿美元的激励措施，为美国缺乏真正宽带的地区提供更多连接。Dish及其盟友认为，对12 GHz频率的宽松规则将有助于该公司建立一个网络，将智能手机、工厂机器和车辆传感器与5G承诺提供的超快互联网速度连接起来。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f07d3f2d8330b1238ac3f42e0ed5aad\" tg-width=\"1050\" tg-height=\"700\" width=\"100%\" height=\"auto\"><span>A SpaceX rocket returned to Earth in September after delivering Starlink satellites to low-Earth orbit.</span></p><p><blockquote><p class=\"t-img-caption\"><span>SpaceX 的一枚火箭在将星链卫星送入近地轨道后于 9 月返回地球。</span></p></blockquote></p><p> <b>The roots of controversy</b></p><p><blockquote><b>争议的根源</b></blockquote></p><p> The controversy has been developing for years. Dish and its rival DirecTV have long had the first right to use the 12 GHz spectrum to support TV broadcasts beamed by satellites in geostationary orbit more than 22,000 miles above the Earth. But much of the spectrum sits unused. Dish and DirecTV send many signals over frequencies outside the band in dispute, and their customer bases continue to shrink as viewers cut the pay-TV cord and adopt online streaming services.</p><p><blockquote>这场争议已经发展了多年。Dish 及其竞争对手 DirecTV 长期以来一直拥有使用 12 GHz 频谱来支持位于地球上方 22,000 英里以上地球静止轨道上的卫星传输的电视广播的第一权利。但是大部分频谱都没有被使用。Dish和DirecTV在有争议的频段之外的频率上发送许多信号，随着观众切断付费电视线并采用在线流媒体服务，它们的客户群继续萎缩。</blockquote></p><p> Starlink engineers, meanwhile, have spent the past six years working on a plan to make satellite internet speeds competitive with those of traditional broadband cable companies. The company has already used low-cost rocket launches to hurl hundreds of satellites into orbit just 340 miles from Earth, cutting down on the time it takes for broadband signals to travel between the satellites and customers’ dishes.</p><p><blockquote>与此同时，Starlink的工程师们在过去的六年里一直致力于一项计划，使卫星互联网速度与传统宽带有线电视公司的速度相媲美。该公司已经利用低成本火箭发射将数百颗卫星送入距离地球仅 340 英里的轨道，缩短了宽带信号在卫星和客户天线之间传播的时间。</blockquote></p><p> The FCC granted Starlink’s low-flying satellites “secondary” permission to use 12 GHz airwaves, which means they couldn’t interfere with transmissions to Dish and DirecTV’s older geostationary satellites. Both sides point their transmissions in different directions, so the dual use wasn’t considered a problem.</p><p><blockquote>联邦通信委员会授予 Starlink 的低空飞行卫星使用 12 GHz 电波的 “二级 ”许可，这意味着它们不能干扰 Dish 和 DirecTV 老式地球静止卫星的传输。双方的传输指向不同的方向，因此双重使用并不被认为是问题。</blockquote></p><p> The dispute grew out of Dish’s ambitions to expand its 5G network, which remains under construction. The company now wants the right to send cellular signals over the same 12 GHz airwaves it uses for satellite transmissions, taking steps to prevent either type of signal from interfering with the other.</p><p><blockquote>争议源于 Dish 扩大其 5G 网络的雄心，该网络仍在建设中。该公司现在希望获得通过用于卫星传输的相同 12 GHz 电波发送蜂窝信号的权利，并采取措施防止两种类型的信号干扰另一种类型的信号。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d8a70460903977f930f263c5273fcf1\" tg-width=\"1050\" tg-height=\"700\" width=\"100%\" height=\"auto\"><span>Dish Network says it doesn’t want a fight with SpaceX.</span></p><p><blockquote><p class=\"t-img-caption\"><span>Dish Network 表示不想与 SpaceX 开战。</span></p></blockquote></p><p> <b>No end in sight</b></p><p><blockquote><b>看不到尽头</b></blockquote></p><p> The Musk-Ergen standoff is unlikely to see a quick resolution. Mr. Pai’s FCC ended up drafting what most observers consider a “neutral” document that kicked the can down the road. The agency, now led by acting Chairwoman Jessica Rosenworcel, is still missing a full slate of commissioners, hampering its ability to tackle controversial policy issues.</p><p><blockquote>马斯克与埃尔根的僵局不太可能很快得到解决。白先生领导的联邦通信委员会最终起草了一份被大多数观察家认为是 “中立 ”的文件，而这份文件却一脚踢开了。该机构目前由代理主席杰西卡·罗森沃塞尔 (Jessica Rosenworcel) 领导，但仍然缺少完整的委员名单，这阻碍了其解决有争议的政策问题的能力。</blockquote></p><p> Both sides have claimed the other misrepresents the science behind their services. “There’s definitely a lot of hostility in a lot of the filings,” says Tim Farrar, president of TMF Associates, a telecom consulting firm based in Menlo Park, Calif. SpaceX has been especially aggressive defending its turf against would-be interlopers, Mr. Farrar says.</p><p><blockquote>双方都声称对方歪曲了他们服务背后的科学。“总部位于加利福尼亚州门洛帕克的电信咨询公司 TMF Associates 的总裁蒂姆-法勒（Tim Farrar）说：”在很多文件中肯定有很多敌意。法勒表示，SpaceX 一直特别积极地捍卫其地盘免受潜在入侵者的侵害。</blockquote></p><p> In a March filing with the FCC, SpaceX accused Dish of making “increasingly desperate claims to support its quest to add even more frequencies to its warehouse of unused spectrum,” adding that Mr. Ergen’s company would be better off building the network it promised “rather than spending its time trying to take service away from the customers of those actually delivering on promises.”</p><p><blockquote>在 3 月份提交给联邦通信委员会的一份文件中，SpaceX 指责 Dish 提出 “越来越绝望的说法，以支持其在未使用频谱仓库中增加更多频率的追求”，并补充说，Ergen 先生的公司最好还是建设其承诺的网络，“而不是花时间试图从那些真正兑现承诺的客户手中夺走服务”。</blockquote></p><p> Dish told regulators that SpaceX was the one seeking to monopolize a resource that it doesn’t need. The 12-gigahertz band in question is a small part of the many wavelengths Mr. Musk’s satellites can use to beam data to customers, the company argued. “SpaceX continues a practice that has become familiar: do not cede any ground except inch by inch,” Dish wrote in a letter to the commission.</p><p><blockquote>迪什告诉监管机构，SpaceX 是一家试图垄断它并不需要的资源的公司。该公司认为，12千兆赫波段只是马斯克先生的卫星可以用来向客户传输数据的众多波长中的一小部分。“Dish 在给委员会的一封信中写道：”SpaceX 延续了人们熟悉的做法：除了一寸一寸地之外，不放弃任何土地。</blockquote></p><p> Jeffrey Blum, Dish’s public-policy chief, says SpaceX’s pushback against potential ground-based users of the spectrum in question is unnecessary in light of recent technological advances that would allow signals from satellites and cellular towers to share the same frequencies.</p><p><blockquote>Dish 公共政策主管杰弗里-布鲁姆（Jeffrey Blum）说，鉴于最近的技术进步将允许来自卫星和手机信号塔的信号共享相同的频率，SpaceX 对相关频谱的潜在地面用户的抵制是没有必要的。</blockquote></p><p> “We don’t want to fight with them,” he says. “We don’t need to fight.”</p><p><blockquote>“他说：”我们不想和他们打架。“我们不需要战斗。”</blockquote></p><p> But Starlink has said in many filings that sharing the spectrum won’t work. Indeed, Mr. Musk has argued that new companies using 12 GHz signals would kill the business model his company built over several years of planning.</p><p><blockquote>但星链在许多文件中都表示，共享频谱是行不通的。事实上，马斯克先生认为，使用 12 GHz 信号的新公司将扼杀他的公司经过几年规划建立的商业模式。</blockquote></p><p> “Starlink is good in and of itself,” Mr. Musk said at Vox Media’s Code 2021 conference. “It’s a very nice complement, and a necessary complement, to 5G and fiber, and will provide a revenue stream to develop our next-generation rocket.”</p><p><blockquote>“马斯克先生在 Vox Media 的 Code 2021 大会上说：”星链本身就很好。“这是对 5G 和光纤的一个非常好的补充，也是必要的补充，将为开发我们的下一代火箭提供收入来源。”</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>Elon Musk vs. Charlie Ergen: Battle of the Billionaires Over Spectrum<blockquote>埃隆·马斯克 (Elon Musk) 与查理·埃尔根 (Charlie Ergen)：亿万富翁争夺频谱</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\">\nElon Musk vs. Charlie Ergen: Battle of the Billionaires Over Spectrum<blockquote>埃隆·马斯克 (Elon Musk) 与查理·埃尔根 (Charlie Ergen)：亿万富翁争夺频谱</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-10-11 21:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The two moguls want rules to favor their visions for high-speed broadband service. Is there space enough for the two of them?</p><p><blockquote>这两位大亨希望规则有利于他们对高速宽带服务的愿景。有足够的空间容纳他们两个吗？</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b6e612e1cad7e416fa444ae038edd739\" tg-width=\"1290\" tg-height=\"857\" width=\"100%\" height=\"auto\"><span>The skirmish between Elon Musk, left, and Charlie Ergen over wireless spectrum has a nastier edge than most telecom disputes.</span></p><p><blockquote><p class=\"t-img-caption\"><span>埃隆·马斯克（左）和查理·埃尔根之间关于无线频谱的冲突比大多数电信纠纷更糟糕。</span></p></blockquote></p><p> Elon Musk&nbsp;was adamant.</p><p><blockquote>埃隆·马斯克态度坚决。</blockquote></p><p> On a call last December with Ajit Pai, the Federal Communications Commission’s chairman at the time, Mr. Musk said that if the commission considered a proposal to begin the process of opening up a certain swath of wireless frequencies for ground-based 5G service, it would pose a threat to his Starlink satellite network, according to people familiar with the discussion.</p><p><blockquote>据熟悉讨论情况的人士透露，在去年 12 月与时任联邦通信委员会主席阿吉特-派（Ajit Pai）举行的看涨期权上，马斯克先生表示，如果委员会考虑开始为地面 5G 服务开放一定范围的无线频率的提议，这将对他的星链卫星网络构成威胁。</blockquote></p><p> In later filings with the FCC, Mr. Musk’s Space Exploration Technologies Corp., better known as SpaceX, told the regulator it needed those airwaves, which sit above 12 gigahertz on the wireless spectrum, free and clear for its Starlink swarm of satellites to beam high-speed broadband internet service to disconnected homes across the country. SpaceX didn’t respond to requests for comment for this article.</p><p><blockquote>马斯克先生的太空探索技术公司（Space Exploration Technologies Corp.）在随后提交给联邦通信委员会的文件中告诉监管机构，它需要这些无线频谱上超过 12 千兆赫的无线电波，以便其星链卫星群能够免费清晰地向全国各地断网的家庭提供高速宽带互联网服务。SpaceX 没有回应本文的置评请求。</blockquote></p><p> The Tesla billionaire’s main antagonist in this case is&nbsp;Dish Network&nbsp;Corp.&nbsp;Chairman Charlie Ergen, another mogul with a history of tangling with regulators. Mr. Ergen’s Dish and his allies—who include Dell Computer founder Michael Dell through his personal investment fund, MSD Capital—are pressing the government to allow cellphone towers to send high-speed internet signals over the same airwaves. SpaceX and fellow satellite operator OneWeb oppose changes that they say threaten their goal of expanding internet access from the skies.</p><p><blockquote>这位特斯拉亿万富翁在本案中的主要对手是 Dish Network Corp. 另一位与监管机构纠缠不清的大亨查理-埃尔根（Charlie Ergen）。Ergen 先生的 Dish 和他的盟友--包括戴尔电脑创始人迈克尔-戴尔（Michael Dell）通过其个人投资基金 MSD Capital--正在向政府施压，要求允许手机信号塔通过同一电波发送高速互联网信号。SpaceX 和卫星运营商 OneWeb 反对这些变化，他们称这些变化威胁到他们从空中扩大互联网接入的目标。</blockquote></p><p> Mr. Ergen made his fortune launching satellites but has said his company’s future lies in ultrafast fifth-generation wireless service on the ground. Mr. Musk’s businesses, which include electric cars and rocket launches that ferry NASA astronauts to space, also include satellite broadband service.</p><p><blockquote>埃尔根先生靠发射卫星发家致富，但他表示，公司的未来在于地面超高速第五代无线服务。马斯克先生的业务包括电动汽车和将美国国家航空航天局宇航员送入太空的火箭发射，还包括卫星宽带服务。</blockquote></p><p> This is the kind of skirmish that companies often wage in Washington over finite resources subject to government rules—but with more-prominent personalities and a nastier edge than most telecom disputes. Fights over wireless spectrum are becoming increasingly common as technological advances like 5G let companies stream data in ways considered impossible a few years ago, spurring new demand for space on the airwaves to carry those signals.</p><p><blockquote>这是华盛顿公司经常为受政府规定约束的有限资源而发生的冲突——但与大多数电信纠纷相比，这场冲突的人物更突出，边缘也更恶劣。随着5G等技术进步让公司以几年前被认为不可能的方式传输数据，围绕无线频谱的斗争变得越来越普遍，刺激了对无线电波空间传输这些信号的新需求。</blockquote></p><p> SpaceX says its new Starlink broadband service is already providing cablelike internet speeds to more than 90,000 customers. The FCC granted the company $885 million in incentives to provide more connections to areas of the U.S. that lack true broadband. Dish and its allies argue that looser rules for the 12 GHz frequencies would help the company build a network that will connect smartphones, factory machines and vehicle sensors with the kind of ultrafast internet speeds that 5G promises to deliver.</p><p><blockquote>SpaceX 表示，其新的 Starlink 宽带服务已经为 90,000 多名客户提供类似电缆的互联网速度。联邦通信委员会授予该公司8.85亿美元的激励措施，为美国缺乏真正宽带的地区提供更多连接。Dish及其盟友认为，对12 GHz频率的宽松规则将有助于该公司建立一个网络，将智能手机、工厂机器和车辆传感器与5G承诺提供的超快互联网速度连接起来。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f07d3f2d8330b1238ac3f42e0ed5aad\" tg-width=\"1050\" tg-height=\"700\" width=\"100%\" height=\"auto\"><span>A SpaceX rocket returned to Earth in September after delivering Starlink satellites to low-Earth orbit.</span></p><p><blockquote><p class=\"t-img-caption\"><span>SpaceX 的一枚火箭在将星链卫星送入近地轨道后于 9 月返回地球。</span></p></blockquote></p><p> <b>The roots of controversy</b></p><p><blockquote><b>争议的根源</b></blockquote></p><p> The controversy has been developing for years. Dish and its rival DirecTV have long had the first right to use the 12 GHz spectrum to support TV broadcasts beamed by satellites in geostationary orbit more than 22,000 miles above the Earth. But much of the spectrum sits unused. Dish and DirecTV send many signals over frequencies outside the band in dispute, and their customer bases continue to shrink as viewers cut the pay-TV cord and adopt online streaming services.</p><p><blockquote>这场争议已经发展了多年。Dish 及其竞争对手 DirecTV 长期以来一直拥有使用 12 GHz 频谱来支持位于地球上方 22,000 英里以上地球静止轨道上的卫星传输的电视广播的第一权利。但是大部分频谱都没有被使用。Dish和DirecTV在有争议的频段之外的频率上发送许多信号，随着观众切断付费电视线并采用在线流媒体服务，它们的客户群继续萎缩。</blockquote></p><p> Starlink engineers, meanwhile, have spent the past six years working on a plan to make satellite internet speeds competitive with those of traditional broadband cable companies. The company has already used low-cost rocket launches to hurl hundreds of satellites into orbit just 340 miles from Earth, cutting down on the time it takes for broadband signals to travel between the satellites and customers’ dishes.</p><p><blockquote>与此同时，Starlink的工程师们在过去的六年里一直致力于一项计划，使卫星互联网速度与传统宽带有线电视公司的速度相媲美。该公司已经利用低成本火箭发射将数百颗卫星送入距离地球仅 340 英里的轨道，缩短了宽带信号在卫星和客户天线之间传播的时间。</blockquote></p><p> The FCC granted Starlink’s low-flying satellites “secondary” permission to use 12 GHz airwaves, which means they couldn’t interfere with transmissions to Dish and DirecTV’s older geostationary satellites. Both sides point their transmissions in different directions, so the dual use wasn’t considered a problem.</p><p><blockquote>联邦通信委员会授予 Starlink 的低空飞行卫星使用 12 GHz 电波的 “二级 ”许可，这意味着它们不能干扰 Dish 和 DirecTV 老式地球静止卫星的传输。双方的传输指向不同的方向，因此双重使用并不被认为是问题。</blockquote></p><p> The dispute grew out of Dish’s ambitions to expand its 5G network, which remains under construction. The company now wants the right to send cellular signals over the same 12 GHz airwaves it uses for satellite transmissions, taking steps to prevent either type of signal from interfering with the other.</p><p><blockquote>争议源于 Dish 扩大其 5G 网络的雄心，该网络仍在建设中。该公司现在希望获得通过用于卫星传输的相同 12 GHz 电波发送蜂窝信号的权利，并采取措施防止两种类型的信号干扰另一种类型的信号。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d8a70460903977f930f263c5273fcf1\" tg-width=\"1050\" tg-height=\"700\" width=\"100%\" height=\"auto\"><span>Dish Network says it doesn’t want a fight with SpaceX.</span></p><p><blockquote><p class=\"t-img-caption\"><span>Dish Network 表示不想与 SpaceX 开战。</span></p></blockquote></p><p> <b>No end in sight</b></p><p><blockquote><b>看不到尽头</b></blockquote></p><p> The Musk-Ergen standoff is unlikely to see a quick resolution. Mr. Pai’s FCC ended up drafting what most observers consider a “neutral” document that kicked the can down the road. The agency, now led by acting Chairwoman Jessica Rosenworcel, is still missing a full slate of commissioners, hampering its ability to tackle controversial policy issues.</p><p><blockquote>马斯克与埃尔根的僵局不太可能很快得到解决。白先生领导的联邦通信委员会最终起草了一份被大多数观察家认为是 “中立 ”的文件，而这份文件却一脚踢开了。该机构目前由代理主席杰西卡·罗森沃塞尔 (Jessica Rosenworcel) 领导，但仍然缺少完整的委员名单，这阻碍了其解决有争议的政策问题的能力。</blockquote></p><p> Both sides have claimed the other misrepresents the science behind their services. “There’s definitely a lot of hostility in a lot of the filings,” says Tim Farrar, president of TMF Associates, a telecom consulting firm based in Menlo Park, Calif. SpaceX has been especially aggressive defending its turf against would-be interlopers, Mr. Farrar says.</p><p><blockquote>双方都声称对方歪曲了他们服务背后的科学。“总部位于加利福尼亚州门洛帕克的电信咨询公司 TMF Associates 的总裁蒂姆-法勒（Tim Farrar）说：”在很多文件中肯定有很多敌意。法勒表示，SpaceX 一直特别积极地捍卫其地盘免受潜在入侵者的侵害。</blockquote></p><p> In a March filing with the FCC, SpaceX accused Dish of making “increasingly desperate claims to support its quest to add even more frequencies to its warehouse of unused spectrum,” adding that Mr. Ergen’s company would be better off building the network it promised “rather than spending its time trying to take service away from the customers of those actually delivering on promises.”</p><p><blockquote>在 3 月份提交给联邦通信委员会的一份文件中，SpaceX 指责 Dish 提出 “越来越绝望的说法，以支持其在未使用频谱仓库中增加更多频率的追求”，并补充说，Ergen 先生的公司最好还是建设其承诺的网络，“而不是花时间试图从那些真正兑现承诺的客户手中夺走服务”。</blockquote></p><p> Dish told regulators that SpaceX was the one seeking to monopolize a resource that it doesn’t need. The 12-gigahertz band in question is a small part of the many wavelengths Mr. Musk’s satellites can use to beam data to customers, the company argued. “SpaceX continues a practice that has become familiar: do not cede any ground except inch by inch,” Dish wrote in a letter to the commission.</p><p><blockquote>迪什告诉监管机构，SpaceX 是一家试图垄断它并不需要的资源的公司。该公司认为，12千兆赫波段只是马斯克先生的卫星可以用来向客户传输数据的众多波长中的一小部分。“Dish 在给委员会的一封信中写道：”SpaceX 延续了人们熟悉的做法：除了一寸一寸地之外，不放弃任何土地。</blockquote></p><p> Jeffrey Blum, Dish’s public-policy chief, says SpaceX’s pushback against potential ground-based users of the spectrum in question is unnecessary in light of recent technological advances that would allow signals from satellites and cellular towers to share the same frequencies.</p><p><blockquote>Dish 公共政策主管杰弗里-布鲁姆（Jeffrey Blum）说，鉴于最近的技术进步将允许来自卫星和手机信号塔的信号共享相同的频率，SpaceX 对相关频谱的潜在地面用户的抵制是没有必要的。</blockquote></p><p> “We don’t want to fight with them,” he says. “We don’t need to fight.”</p><p><blockquote>“他说：”我们不想和他们打架。“我们不需要战斗。”</blockquote></p><p> But Starlink has said in many filings that sharing the spectrum won’t work. Indeed, Mr. Musk has argued that new companies using 12 GHz signals would kill the business model his company built over several years of planning.</p><p><blockquote>但星链在许多文件中都表示，共享频谱是行不通的。事实上，马斯克先生认为，使用 12 GHz 信号的新公司将扼杀他的公司经过几年规划建立的商业模式。</blockquote></p><p> “Starlink is good in and of itself,” Mr. Musk said at Vox Media’s Code 2021 conference. “It’s a very nice complement, and a necessary complement, to 5G and fiber, and will provide a revenue stream to develop our next-generation rocket.”</p><p><blockquote>“马斯克先生在 Vox Media 的 Code 2021 大会上说：”星链本身就很好。“这是对 5G 和光纤的一个非常好的补充，也是必要的补充，将为开发我们的下一代火箭提供收入来源。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/elon-musk-charlie-ergen-battle-of-billionaires-11633714306?mod=tech_lead_pos4\">The Wall Street Journal</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DISH":"Dish Network","TSLA":"特斯拉"},"source_url":"https://www.wsj.com/articles/elon-musk-charlie-ergen-battle-of-billionaires-11633714306?mod=tech_lead_pos4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167654224","content_text":"The two moguls want rules to favor their visions for high-speed broadband service. Is there space enough for the two of them?\nThe skirmish between Elon Musk, left, and Charlie Ergen over wireless spectrum has a nastier edge than most telecom disputes.\nElon Musk was adamant.\nOn a call last December with Ajit Pai, the Federal Communications Commission’s chairman at the time, Mr. Musk said that if the commission considered a proposal to begin the process of opening up a certain swath of wireless frequencies for ground-based 5G service, it would pose a threat to his Starlink satellite network, according to people familiar with the discussion.\nIn later filings with the FCC, Mr. Musk’s Space Exploration Technologies Corp., better known as SpaceX, told the regulator it needed those airwaves, which sit above 12 gigahertz on the wireless spectrum, free and clear for its Starlink swarm of satellites to beam high-speed broadband internet service to disconnected homes across the country. SpaceX didn’t respond to requests for comment for this article.\nThe Tesla billionaire’s main antagonist in this case is Dish Network Corp. Chairman Charlie Ergen, another mogul with a history of tangling with regulators. Mr. Ergen’s Dish and his allies—who include Dell Computer founder Michael Dell through his personal investment fund, MSD Capital—are pressing the government to allow cellphone towers to send high-speed internet signals over the same airwaves. SpaceX and fellow satellite operator OneWeb oppose changes that they say threaten their goal of expanding internet access from the skies.\nMr. Ergen made his fortune launching satellites but has said his company’s future lies in ultrafast fifth-generation wireless service on the ground. Mr. Musk’s businesses, which include electric cars and rocket launches that ferry NASA astronauts to space, also include satellite broadband service.\nThis is the kind of skirmish that companies often wage in Washington over finite resources subject to government rules—but with more-prominent personalities and a nastier edge than most telecom disputes. Fights over wireless spectrum are becoming increasingly common as technological advances like 5G let companies stream data in ways considered impossible a few years ago, spurring new demand for space on the airwaves to carry those signals.\nSpaceX says its new Starlink broadband service is already providing cablelike internet speeds to more than 90,000 customers. The FCC granted the company $885 million in incentives to provide more connections to areas of the U.S. that lack true broadband. Dish and its allies argue that looser rules for the 12 GHz frequencies would help the company build a network that will connect smartphones, factory machines and vehicle sensors with the kind of ultrafast internet speeds that 5G promises to deliver.\nA SpaceX rocket returned to Earth in September after delivering Starlink satellites to low-Earth orbit.\nThe roots of controversy\nThe controversy has been developing for years. Dish and its rival DirecTV have long had the first right to use the 12 GHz spectrum to support TV broadcasts beamed by satellites in geostationary orbit more than 22,000 miles above the Earth. But much of the spectrum sits unused. Dish and DirecTV send many signals over frequencies outside the band in dispute, and their customer bases continue to shrink as viewers cut the pay-TV cord and adopt online streaming services.\nStarlink engineers, meanwhile, have spent the past six years working on a plan to make satellite internet speeds competitive with those of traditional broadband cable companies. The company has already used low-cost rocket launches to hurl hundreds of satellites into orbit just 340 miles from Earth, cutting down on the time it takes for broadband signals to travel between the satellites and customers’ dishes.\nThe FCC granted Starlink’s low-flying satellites “secondary” permission to use 12 GHz airwaves, which means they couldn’t interfere with transmissions to Dish and DirecTV’s older geostationary satellites. Both sides point their transmissions in different directions, so the dual use wasn’t considered a problem.\nThe dispute grew out of Dish’s ambitions to expand its 5G network, which remains under construction. The company now wants the right to send cellular signals over the same 12 GHz airwaves it uses for satellite transmissions, taking steps to prevent either type of signal from interfering with the other.\nDish Network says it doesn’t want a fight with SpaceX.\nNo end in sight\nThe Musk-Ergen standoff is unlikely to see a quick resolution. Mr. Pai’s FCC ended up drafting what most observers consider a “neutral” document that kicked the can down the road. The agency, now led by acting Chairwoman Jessica Rosenworcel, is still missing a full slate of commissioners, hampering its ability to tackle controversial policy issues.\nBoth sides have claimed the other misrepresents the science behind their services. “There’s definitely a lot of hostility in a lot of the filings,” says Tim Farrar, president of TMF Associates, a telecom consulting firm based in Menlo Park, Calif. SpaceX has been especially aggressive defending its turf against would-be interlopers, Mr. Farrar says.\nIn a March filing with the FCC, SpaceX accused Dish of making “increasingly desperate claims to support its quest to add even more frequencies to its warehouse of unused spectrum,” adding that Mr. Ergen’s company would be better off building the network it promised “rather than spending its time trying to take service away from the customers of those actually delivering on promises.”\nDish told regulators that SpaceX was the one seeking to monopolize a resource that it doesn’t need. The 12-gigahertz band in question is a small part of the many wavelengths Mr. Musk’s satellites can use to beam data to customers, the company argued. “SpaceX continues a practice that has become familiar: do not cede any ground except inch by inch,” Dish wrote in a letter to the commission.\nJeffrey Blum, Dish’s public-policy chief, says SpaceX’s pushback against potential ground-based users of the spectrum in question is unnecessary in light of recent technological advances that would allow signals from satellites and cellular towers to share the same frequencies.\n“We don’t want to fight with them,” he says. “We don’t need to fight.”\nBut Starlink has said in many filings that sharing the spectrum won’t work. Indeed, Mr. Musk has argued that new companies using 12 GHz signals would kill the business model his company built over several years of planning.\n“Starlink is good in and of itself,” Mr. Musk said at Vox Media’s Code 2021 conference. “It’s a very nice complement, and a necessary complement, to 5G and fiber, and will provide a revenue stream to develop our next-generation rocket.”","news_type":1,"symbols_score_info":{"DISH":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829608854,"gmtCreate":1633493853902,"gmtModify":1633493854209,"author":{"id":"3578904373237924","authorId":"3578904373237924","name":"dw321","avatar":"https://static.tigerbbs.com/4425061ef8f6492240624ef8525e56af","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578904373237924","idStr":"3578904373237924"},"themes":[],"title":"","htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829608854","repostId":"1123518290","repostType":4,"isVote":1,"tweetType":1,"viewCount":1277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829608958,"gmtCreate":1633493827274,"gmtModify":1633493827654,"author":{"id":"3578904373237924","authorId":"3578904373237924","name":"dw321","avatar":"https://static.tigerbbs.com/4425061ef8f6492240624ef8525e56af","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578904373237924","idStr":"3578904373237924"},"themes":[],"title":"","htmlText":"Where’s the crash","listText":"Where’s the crash","text":"Where’s the crash","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829608958","repostId":"1103782575","repostType":4,"repost":{"id":"1103782575","kind":"news","pubTimestamp":1633486462,"share":"https://www.laohunote.com/m/news/1103782575?lang=zh_CN&edition=full","pubTime":"2021-10-06 10:14","market":"us","language":"en","title":"Don't worry (too much) about an October market crash<blockquote>不要（太）担心十月份的市场崩盘</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103782575","media":"CNN Business","summary":"New York (CNN Business) - October has often been a spooky month on Wall Street. Stocks famously cras","content":"<p><div> New York (CNN Business) - October has often been a spooky month on Wall Street. Stocks famously crashed in October 1929, 1987 and, most recently, 2008. But the marketisn't always a terrifying place to...</p><p><blockquote><div>纽约（CNN Business）——十月通常是华尔街阴森恐怖的一个月。众所周知，股市在 1929 年 10 月、1987 年以及最近的 2008 年崩盘。但是市场并不总是一个可怕的地方……</div></blockquote></p><p>  <a href=\"https://edition.cnn.com/2021/10/05/investing/october-stocks/index.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://edition.cnn.com/2021/10/05/investing/october-stocks/index.html\">网页连接</a></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>Don't worry (too much) about an October market crash<blockquote>不要（太）担心十月份的市场崩盘</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDon't worry (too much) about an October market crash<blockquote>不要（太）担心十月份的市场崩盘</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNN Business</strong><span class=\"h-time small\">2021-10-06 10:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> New York (CNN Business) - October has often been a spooky month on Wall Street. Stocks famously crashed in October 1929, 1987 and, most recently, 2008. But the marketisn't always a terrifying place to...</p><p><blockquote><div>纽约（CNN Business）——十月通常是华尔街阴森恐怖的一个月。众所周知，股市在 1929 年 10 月、1987 年以及最近的 2008 年崩盘。但是市场并不总是一个可怕的地方……</div></blockquote></p><p>  <a href=\"https://edition.cnn.com/2021/10/05/investing/october-stocks/index.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://edition.cnn.com/2021/10/05/investing/october-stocks/index.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/10/05/investing/october-stocks/index.html\">CNN Business</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://edition.cnn.com/2021/10/05/investing/october-stocks/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103782575","content_text":"New York (CNN Business) - October has often been a spooky month on Wall Street. Stocks famously crashed in October 1929, 1987 and, most recently, 2008.\nBut the marketisn't always a terrifying place to be just before Halloween. In fact,stocks typically go up in October.\nAccording to data from Ryan Detrick, chief market strategist at LPL Financial, October is just about in the middle of the pack: It has been the 7th best month for the S&P 500 since 1950 and the 4th best over the past 10 and 20 years.\n\"October is known for some spectacular crashes and many expect bad things to happen again this year,\" Detrick said in a report last week. \"But the truth is this month is simply misunderstood, as historically it is about an average month.\"\nAnd it could be better than average this October, because there are no potentially game-changing election results coming in November.\nSince 1999, the S&P 500 has gained 3.6% in odd-year Octobers and fallen 1.1% in even-numbered ones, corresponding to the US election schedule.\n\"It turns out stocks don't like politics much,\" Detrick said.\nMany risks remain but outlook still promising for stocks\nOf course DC headlines could still roil the market this year, albeit not because of an election.\nThe debt ceiling debate has yet to be resolved, and Congress still hasn't passed President Joe Biden's infrastructure and social spending plans. Meanwhile Biden also must soon decide whether he wants to nominate Jerome Powell for a second term as Fed chairman or pick someone else.\n\"The fourth quarter — like the conclusion of sporting events or Broadway plays — is where the drama lies,\" Louis Navellier, chairman of Navellier & Associates, said in a report last week.\nThat said, Navellier is hopeful the usual seasonal tailwinds for the markets and the broader economy will lift stocks this year.\nStocks tend to enjoy not just solid gains in October, but also for the remainder of the fourth quarter. Consumer spending surges during the holiday shopping season and businesses often look to boost investments before annual budgets run out.\nWith that in mind, some strategists think that investors will continue to focus on the positive when looking ahead to earnings for Q4 and 2022.\nYes, worries remain about Covid-19, Fed policy, inflation, global shipping delays and numerous other economic warning signs.\nBut although this could create more volatility than usual in October and the rest of the fourth quarter, few expect that these challenges will lead to another recession. So the path of least resistance for stocks is still upward.\n\"Virtually all of these problems are showing tangible signs toward resolution,\" Robert Teeter, managing director at Silvercrest Asset Management, said in a report Monday, \"and should not inflict any long-term damage to stock valuations.\"","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820727531,"gmtCreate":1633437181618,"gmtModify":1633437182018,"author":{"id":"3578904373237924","authorId":"3578904373237924","name":"dw321","avatar":"https://static.tigerbbs.com/4425061ef8f6492240624ef8525e56af","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578904373237924","idStr":"3578904373237924"},"themes":[],"title":"","htmlText":"Useless Facebook&nbsp;","listText":"Useless Facebook&nbsp;","text":"Useless Facebook","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820727531","repostId":"2173138389","repostType":4,"isVote":1,"tweetType":1,"viewCount":830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820727666,"gmtCreate":1633437158265,"gmtModify":1633437158598,"author":{"id":"3578904373237924","authorId":"3578904373237924","name":"dw321","avatar":"https://static.tigerbbs.com/4425061ef8f6492240624ef8525e56af","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578904373237924","idStr":"3578904373237924"},"themes":[],"title":"","htmlText":"Short","listText":"Short","text":"Short","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820727666","repostId":"1151029217","repostType":4,"repost":{"id":"1151029217","kind":"news","pubTimestamp":1633434588,"share":"https://www.laohunote.com/m/news/1151029217?lang=zh_CN&edition=full","pubTime":"2021-10-05 19:49","market":"us","language":"en","title":"Udemy files for U.S. IPO as remote learning shift drives revenue surge<blockquote>远程学习转变推动收入激增，Udemy 申请美国 IPO</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151029217","media":"Reuters","summary":"Oct 5 (Reuters) - Online learning platform Udemy Inc on Tuesday filed regulatory paperwork for an in","content":"<p>Oct 5 (Reuters) - Online learning platform Udemy Inc on Tuesday filed regulatory paperwork for an initial public offering (IPO) in the United States, revealing a surge in revenue last year driven by the pandemic-led accelerated shift toward remote learning.</p><p><blockquote>10月5日（路透社）-在线学习平台Udemy Inc.周二提交了在美国首次公开募股（IPO）的监管文件，显示去年在疫情领导的加速向远程学习转变的推动下，收入激增。</blockquote></p><p> The San Francisco-based company's revenue grew 55.6% to $429.9 million in 2020 from a year earlier, its filing showed. Udemy incurred a net loss of $77.6 million over the same period.</p><p><blockquote>这家总部位于旧金山的公司的文件显示，2020 年收入同比增长 55.6%，达到 4.299 亿美元。Udemy同期净亏损7760万美元。</blockquote></p><p> The company, which did not share the terms for its offering, was valued at $3.3 billion during a financing round in November last year. It is expected to go public at a much higher valuation.</p><p><blockquote>该公司没有透露其发行条款，在去年 11 月的一轮融资中估值为 33 亿美元。预计它将以更高的估值上市。</blockquote></p><p> Udemy is the latest in a string of online education companies looking to list their shares in New York, after Coursera Inc and Nerdy Inc went public earlier this year.</p><p><blockquote>继 Coursera Inc 和 Nerdy Inc 今年早些时候上市后，Udemy 是一系列寻求在纽约上市的在线教育公司中最新一家。</blockquote></p><p> As of June 30, about 42% of Fortune 100 companies used Udemy Business (UB), the company's corporate learning service, according to its filing. UB revenue more than doubled last year as global business leaders increasingly require employees to pick up new skills.</p><p><blockquote>根据其文件，截至 6 月 30 日，财富 100 强公司中约有 42% 使用该公司的企业学习服务 Udemy Business (UB)。随着全球商业领袖越来越多地要求员工学习新技能，UB 去年的收入增长了一倍多。</blockquote></p><p> Udemy, which provides over 183,000 courses in 75 languages across more than 180 countries, launched a direct-to-consumer subscription earlier this year, an offering that is still in beta testing mode.</p><p><blockquote>Udemy 在 180 多个国家/地区提供 75 种语言的超过 183,000 门课程，今年早些时候推出了直接面向消费者的订阅服务，该服务仍处于测试阶段。</blockquote></p><p> With a roughly $200 billion market opportunity, Udemy, which has more than 44 million learners on its platform, expects its estimated addressable market to grow in multiples due to the transition to online learning.</p><p><blockquote>Udemy拥有大约2000亿美元的市场机会，其平台上有超过4400万学习者，预计由于向在线学习的过渡，其估计潜在市场将成倍增长。</blockquote></p><p> It competes with the likes of Pluralsight, Skillsoft Corp and LinkedIn Learning in its corporate training offering and with Coursera and edX in its consumer-facing marketplace.</p><p><blockquote>它在企业培训产品方面与Pluralsight、Skillsoft Corp和LinkedIn Learning等公司竞争，在面向消费者的市场上与Coursera和edX竞争。</blockquote></p><p> Morgan Stanley and J.P. Morgan are the lead underwriters for the IPO, after which the company plans to list on the Nasdaq under the symbol \"UDMY.\"</p><p><blockquote>摩根士丹利和摩根大通是此次IPO的主承销商，之后该公司计划在纳斯达克上市，股票代码为“UDMY”。</blockquote></p><p></p>","source":"lsy1612507957220","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>Udemy files for U.S. IPO as remote learning shift drives revenue surge<blockquote>远程学习转变推动收入激增，Udemy 申请美国 IPO</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\">\nUdemy files for U.S. IPO as remote learning shift drives revenue surge<blockquote>远程学习转变推动收入激增，Udemy 申请美国 IPO</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-10-05 19:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Oct 5 (Reuters) - Online learning platform Udemy Inc on Tuesday filed regulatory paperwork for an initial public offering (IPO) in the United States, revealing a surge in revenue last year driven by the pandemic-led accelerated shift toward remote learning.</p><p><blockquote>10月5日（路透社）-在线学习平台Udemy Inc.周二提交了在美国首次公开募股（IPO）的监管文件，显示去年在疫情领导的加速向远程学习转变的推动下，收入激增。</blockquote></p><p> The San Francisco-based company's revenue grew 55.6% to $429.9 million in 2020 from a year earlier, its filing showed. Udemy incurred a net loss of $77.6 million over the same period.</p><p><blockquote>这家总部位于旧金山的公司的文件显示，2020 年收入同比增长 55.6%，达到 4.299 亿美元。Udemy同期净亏损7760万美元。</blockquote></p><p> The company, which did not share the terms for its offering, was valued at $3.3 billion during a financing round in November last year. It is expected to go public at a much higher valuation.</p><p><blockquote>该公司没有透露其发行条款，在去年 11 月的一轮融资中估值为 33 亿美元。预计它将以更高的估值上市。</blockquote></p><p> Udemy is the latest in a string of online education companies looking to list their shares in New York, after Coursera Inc and Nerdy Inc went public earlier this year.</p><p><blockquote>继 Coursera Inc 和 Nerdy Inc 今年早些时候上市后，Udemy 是一系列寻求在纽约上市的在线教育公司中最新一家。</blockquote></p><p> As of June 30, about 42% of Fortune 100 companies used Udemy Business (UB), the company's corporate learning service, according to its filing. UB revenue more than doubled last year as global business leaders increasingly require employees to pick up new skills.</p><p><blockquote>根据其文件，截至 6 月 30 日，财富 100 强公司中约有 42% 使用该公司的企业学习服务 Udemy Business (UB)。随着全球商业领袖越来越多地要求员工学习新技能，UB 去年的收入增长了一倍多。</blockquote></p><p> Udemy, which provides over 183,000 courses in 75 languages across more than 180 countries, launched a direct-to-consumer subscription earlier this year, an offering that is still in beta testing mode.</p><p><blockquote>Udemy 在 180 多个国家/地区提供 75 种语言的超过 183,000 门课程，今年早些时候推出了直接面向消费者的订阅服务，该服务仍处于测试阶段。</blockquote></p><p> With a roughly $200 billion market opportunity, Udemy, which has more than 44 million learners on its platform, expects its estimated addressable market to grow in multiples due to the transition to online learning.</p><p><blockquote>Udemy拥有大约2000亿美元的市场机会，其平台上有超过4400万学习者，预计由于向在线学习的过渡，其估计潜在市场将成倍增长。</blockquote></p><p> It competes with the likes of Pluralsight, Skillsoft Corp and LinkedIn Learning in its corporate training offering and with Coursera and edX in its consumer-facing marketplace.</p><p><blockquote>它在企业培训产品方面与Pluralsight、Skillsoft Corp和LinkedIn Learning等公司竞争，在面向消费者的市场上与Coursera和edX竞争。</blockquote></p><p> Morgan Stanley and J.P. Morgan are the lead underwriters for the IPO, after which the company plans to list on the Nasdaq under the symbol \"UDMY.\"</p><p><blockquote>摩根士丹利和摩根大通是此次IPO的主承销商，之后该公司计划在纳斯达克上市，股票代码为“UDMY”。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/1-online-learning-platform-udemy-103740377.html\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/1-online-learning-platform-udemy-103740377.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151029217","content_text":"Oct 5 (Reuters) - Online learning platform Udemy Inc on Tuesday filed regulatory paperwork for an initial public offering (IPO) in the United States, revealing a surge in revenue last year driven by the pandemic-led accelerated shift toward remote learning.\nThe San Francisco-based company's revenue grew 55.6% to $429.9 million in 2020 from a year earlier, its filing showed. Udemy incurred a net loss of $77.6 million over the same period.\nThe company, which did not share the terms for its offering, was valued at $3.3 billion during a financing round in November last year. It is expected to go public at a much higher valuation.\nUdemy is the latest in a string of online education companies looking to list their shares in New York, after Coursera Inc and Nerdy Inc went public earlier this year.\nAs of June 30, about 42% of Fortune 100 companies used Udemy Business (UB), the company's corporate learning service, according to its filing. UB revenue more than doubled last year as global business leaders increasingly require employees to pick up new skills.\nUdemy, which provides over 183,000 courses in 75 languages across more than 180 countries, launched a direct-to-consumer subscription earlier this year, an offering that is still in beta testing mode.\nWith a roughly $200 billion market opportunity, Udemy, which has more than 44 million learners on its platform, expects its estimated addressable market to grow in multiples due to the transition to online learning.\nIt competes with the likes of Pluralsight, Skillsoft Corp and LinkedIn Learning in its corporate training offering and with Coursera and edX in its consumer-facing marketplace.\nMorgan Stanley and J.P. Morgan are the lead underwriters for the IPO, after which the company plans to list on the Nasdaq under the symbol \"UDMY.\"","news_type":1,"symbols_score_info":{".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820724410,"gmtCreate":1633437134529,"gmtModify":1633437134869,"author":{"id":"3578904373237924","authorId":"3578904373237924","name":"dw321","avatar":"https://static.tigerbbs.com/4425061ef8f6492240624ef8525e56af","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578904373237924","idStr":"3578904373237924"},"themes":[],"title":"","htmlText":"Top","listText":"Top","text":"Top","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820724410","repostId":"1198529484","repostType":4,"isVote":1,"tweetType":1,"viewCount":1136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865576222,"gmtCreate":1633007767532,"gmtModify":1633007767829,"author":{"id":"3578904373237924","authorId":"3578904373237924","name":"dw321","avatar":"https://static.tigerbbs.com/4425061ef8f6492240624ef8525e56af","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578904373237924","idStr":"3578904373237924"},"themes":[],"title":"","htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865576222","repostId":"1194635458","repostType":4,"isVote":1,"tweetType":1,"viewCount":828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865576103,"gmtCreate":1633007705023,"gmtModify":1633007706396,"author":{"id":"3578904373237924","authorId":"3578904373237924","name":"dw321","avatar":"https://static.tigerbbs.com/4425061ef8f6492240624ef8525e56af","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578904373237924","idStr":"3578904373237924"},"themes":[],"title":"","htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865576103","repostId":"2171195345","repostType":2,"isVote":1,"tweetType":1,"viewCount":1522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868457018,"gmtCreate":1632702030934,"gmtModify":1632798523338,"author":{"id":"3578904373237924","authorId":"3578904373237924","name":"dw321","avatar":"https://static.tigerbbs.com/4425061ef8f6492240624ef8525e56af","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578904373237924","idStr":"3578904373237924"},"themes":[],"title":"","htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/868457018","repostId":"2170614462","repostType":4,"isVote":1,"tweetType":1,"viewCount":735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868454618,"gmtCreate":1632701991134,"gmtModify":1632798523944,"author":{"id":"3578904373237924","authorId":"3578904373237924","name":"dw321","avatar":"https://static.tigerbbs.com/4425061ef8f6492240624ef8525e56af","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578904373237924","idStr":"3578904373237924"},"themes":[],"title":"","htmlText":"Useless&nbsp;","listText":"Useless&nbsp;","text":"Useless","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/868454618","repostId":"1140259596","repostType":4,"repost":{"id":"1140259596","kind":"news","pubTimestamp":1632625109,"share":"https://www.laohunote.com/m/news/1140259596?lang=zh_CN&edition=full","pubTime":"2021-09-26 10:58","market":"us","language":"en","title":"Hands On The Wheel! Tesla Launches Full Self Driving Beta Request Button<blockquote>手放在方向盘上!特斯拉推出全自动驾驶测试版请求按钮</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140259596","media":"benzinga","summary":"Tesla(Get Free Alerts for TSLA)launched a button allowing its car users to request access to the bet","content":"<p><div> Tesla(Get Free Alerts for TSLA)launched a button allowing its car users to request access to the beta testing program of its full self-driving software What Happened: According to a tweet published on...</p><p><blockquote><div>特斯拉（获取 TSLA 的免费提醒）推出了一个按钮，允许其汽车用户请求访问其全自动驾驶软件的 beta 测试程序发生了什么：根据发布在……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/tech/21/09/23101527/hands-on-the-wheel-tesla-launches-full-self-driving-beta-request-button\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/tech/21/09/23101527/hands-on-the-wheel-tesla-launches-full-self-driving-beta-request-button\">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>Hands On The Wheel! Tesla Launches Full Self Driving Beta Request Button<blockquote>手放在方向盘上!特斯拉推出全自动驾驶测试版请求按钮</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\">\nHands On The Wheel! Tesla Launches Full Self Driving Beta Request Button<blockquote>手放在方向盘上!特斯拉推出全自动驾驶测试版请求按钮</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">benzinga</strong><span class=\"h-time small\">2021-09-26 10:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Tesla(Get Free Alerts for TSLA)launched a button allowing its car users to request access to the beta testing program of its full self-driving software What Happened: According to a tweet published on...</p><p><blockquote><div>特斯拉（获取 TSLA 的免费提醒）推出了一个按钮，允许其汽车用户请求访问其全自动驾驶软件的 beta 测试程序发生了什么：根据发布在……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/tech/21/09/23101527/hands-on-the-wheel-tesla-launches-full-self-driving-beta-request-button\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/tech/21/09/23101527/hands-on-the-wheel-tesla-launches-full-self-driving-beta-request-button\">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/tech/21/09/23101527/hands-on-the-wheel-tesla-launches-full-self-driving-beta-request-button\">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":{"TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/tech/21/09/23101527/hands-on-the-wheel-tesla-launches-full-self-driving-beta-request-button","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140259596","content_text":"Tesla(Get Free Alerts for TSLA)launched a button allowing its car users to request access to the beta testing program of its full self-driving software\nWhat Happened: According to a tweet published on Saturday by Tesla CEO Elon Musk, the button allowing to request access to the full self-driving beta program will be pushed to vehicles in an over-the-air software update tonight.\nAlthough, full self-driving software version 10.1 “needs another 24 hours of testing” so it will not be released before tomorrow night. The announcement follows recent reports that Tesla cars will monitor and judge its users' driving capabilities and only allow good drivers to access its full self-driving beta testing program.\nThe release will be available to customers who have purchased the $10,000 software upgrade, and those who have purchased a subscription from Tesla for about $100 to $200 per month.\nWhy It's Important:The software in question also finds itself amid renewed controversy, as the San Francisco County Transportation Authority raised concerns that its name is misleading since it claims that it in fact is an advanced driver assistance program, not an autonomous vehicle system.\nSimilarly, the head of the National Transportation Safety Board (NTSB) also recently described Tesla's use of the term “full self-driving” in its driver-assistance technology as “irresponsible.”","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":848,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":836491214,"gmtCreate":1629512168938,"gmtModify":1633684341046,"author":{"id":"3578904373237924","authorId":"3578904373237924","name":"dw321","avatar":"https://static.tigerbbs.com/4425061ef8f6492240624ef8525e56af","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578904373237924","idStr":"3578904373237924"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/836491214","repostId":"2161745179","repostType":4,"isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147515810,"gmtCreate":1626363624830,"gmtModify":1633927440234,"author":{"id":"3578904373237924","authorId":"3578904373237924","name":"dw321","avatar":"https://static.tigerbbs.com/4425061ef8f6492240624ef8525e56af","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578904373237924","idStr":"3578904373237924"},"themes":[],"title":"","htmlText":"To the moon?","listText":"To the moon?","text":"To the moon?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/147515810","repostId":"1164987892","repostType":4,"repost":{"id":"1164987892","kind":"news","pubTimestamp":1626362690,"share":"https://www.laohunote.com/m/news/1164987892?lang=zh_CN&edition=full","pubTime":"2021-07-15 23:24","market":"us","language":"en","title":"AMC and Verb Tech Rise, GameStop Slips Among Meme Stocks in Focus<blockquote>AMC 和 Verb Tech 上涨，游戏驿站下滑成为焦点模因股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1164987892","media":"Thestreet","summary":"Shares of meme-stock veteran AMC Entertainment (AMC) and business software provider Verb Technology ","content":"<p>Shares of meme-stock veteran AMC Entertainment&nbsp;(<b>AMC</b>)&nbsp;and&nbsp;business software provider Verb Technology&nbsp;(<b>VERB</b>)&nbsp;rose on Thursday, while&nbsp;GameStop&nbsp;(<b>GME</b>)&nbsp;declined.</p><p><blockquote>模因股票老将AMC院线的股票（<b>AMC</b>）和商业软件提供商 Verb Technology（<b>动词</b>）周四上涨，而游戏驿站（<b>GME</b>）拒绝了。</blockquote></p><p> AMC, Leawood, Kan., the country’s largest owner of movie theaters and&nbsp;perhaps the second-most-popular meme stock, at last check traded at $34.80, up 4.1%.</p><p><blockquote>位于堪萨斯州利伍德的 AMC 是美国最大的电影院所有者，也可能是第二大最受欢迎的备忘录股票，截至最后一张支票，交易价格为 34.80 美元，上涨 4.1%。</blockquote></p><p> The granddaddy of meme stocks, the Grapevine, Texas, videogame retailer GameStop,&nbsp;recently traded at $166.96, off 0.4%.</p><p><blockquote>迷因股票的鼻祖、德克萨斯州葡萄藤视频游戏零售商游戏驿站最近的交易价格为 166.96 美元，下跌 0.4%。</blockquote></p><p> And Verb Technology, American Fork, Utah, recently traded at $2.99, up 20%. It has jumped 32% in the six months through Wednesday.</p><p><blockquote>犹他州美国福克的 Verb Technology 最近交易价格为 2.99 美元，上涨 20%。截至周三的六个月里，它已经上涨了 32%。</blockquote></p><p> Mediaco Holding MDIA, the Indianapolis radio station owner, traded at $7.29, down 9.3%.</p><p><blockquote>印第安纳波利斯广播电台所有者 Mediaco Holding MDIA 的交易价格为 7.29 美元，下跌 9.3%。</blockquote></p><p> James “Rev Shark” DePorre says in Real Moneythat the meme trading movement is hardly new and not nearly as efficient as the media have led average investors to believe.</p><p><blockquote>詹姆斯-德波尔（James “Rev Shark” DePorre）在《真实货币》（Real Money）中说，备忘录交易运动并不新鲜，也远没有媒体让普通投资者相信的那么有效。</blockquote></p><p> \"Learn how to pick your own stocks,” he says. “Social media trading is surprisingly uncreative in finding new stock ideas.\"</p><p><blockquote>“他说：”学会如何选择自己的股票。“社交媒体交易在寻找新的股票创意方面出人意料地缺乏创造力”。</blockquote></p><p> Further, \"The business media likes to portray meme trading as something new, but this sort of trading has been part of markets from their very beginning hundreds of years ago,” DePorre says.</p><p><blockquote>此外，“商业媒体喜欢把迷因交易描绘成新事物，但这种交易从几百年前一开始就已经是市场的一部分，”DePorre说。</blockquote></p><p> “There will also be groups that question the conventional wisdom of the professionals that control the market. It is no surprise at all that there are small traders with limited capital who have no interest in the idea that they should hold a diversified portfolio of stocks for the long term.\"</p><p><blockquote>“也会有一些团体质疑控制市场的专业人士的传统智慧。一些资金有限的小交易者对长期持有多元化股票投资组合的想法不感兴趣，这一点也不奇怪”。</blockquote></p><p> TheStreet.com Founder&nbsp;Jim Cramer also expressed caution&nbsp;this week. Meme stocks “away from AMC and GameStop appear to be crooked,” he said. They seem to be pump and dumps.”</p><p><blockquote>TheStreet.com创始人吉姆·克莱默本周也表达了谨慎态度。他说，“远离 AMC 和游戏驿站的 Meme 股票似乎是歪的”。他们好像是水泵和垃圾场。”</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>AMC and Verb Tech Rise, GameStop Slips Among Meme Stocks in Focus<blockquote>AMC 和 Verb Tech 上涨，游戏驿站下滑成为焦点模因股</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\">\nAMC and Verb Tech Rise, GameStop Slips Among Meme Stocks in Focus<blockquote>AMC 和 Verb Tech 上涨，游戏驿站下滑成为焦点模因股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Thestreet</strong><span class=\"h-time small\">2021-07-15 23:24</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Shares of meme-stock veteran AMC Entertainment&nbsp;(<b>AMC</b>)&nbsp;and&nbsp;business software provider Verb Technology&nbsp;(<b>VERB</b>)&nbsp;rose on Thursday, while&nbsp;GameStop&nbsp;(<b>GME</b>)&nbsp;declined.</p><p><blockquote>模因股票老将AMC院线的股票（<b>AMC</b>）和商业软件提供商 Verb Technology（<b>动词</b>）周四上涨，而游戏驿站（<b>GME</b>）拒绝了。</blockquote></p><p> AMC, Leawood, Kan., the country’s largest owner of movie theaters and&nbsp;perhaps the second-most-popular meme stock, at last check traded at $34.80, up 4.1%.</p><p><blockquote>位于堪萨斯州利伍德的 AMC 是美国最大的电影院所有者，也可能是第二大最受欢迎的备忘录股票，截至最后一张支票，交易价格为 34.80 美元，上涨 4.1%。</blockquote></p><p> The granddaddy of meme stocks, the Grapevine, Texas, videogame retailer GameStop,&nbsp;recently traded at $166.96, off 0.4%.</p><p><blockquote>迷因股票的鼻祖、德克萨斯州葡萄藤视频游戏零售商游戏驿站最近的交易价格为 166.96 美元，下跌 0.4%。</blockquote></p><p> And Verb Technology, American Fork, Utah, recently traded at $2.99, up 20%. It has jumped 32% in the six months through Wednesday.</p><p><blockquote>犹他州美国福克的 Verb Technology 最近交易价格为 2.99 美元，上涨 20%。截至周三的六个月里，它已经上涨了 32%。</blockquote></p><p> Mediaco Holding MDIA, the Indianapolis radio station owner, traded at $7.29, down 9.3%.</p><p><blockquote>印第安纳波利斯广播电台所有者 Mediaco Holding MDIA 的交易价格为 7.29 美元，下跌 9.3%。</blockquote></p><p> James “Rev Shark” DePorre says in Real Moneythat the meme trading movement is hardly new and not nearly as efficient as the media have led average investors to believe.</p><p><blockquote>詹姆斯-德波尔（James “Rev Shark” DePorre）在《真实货币》（Real Money）中说，备忘录交易运动并不新鲜，也远没有媒体让普通投资者相信的那么有效。</blockquote></p><p> \"Learn how to pick your own stocks,” he says. “Social media trading is surprisingly uncreative in finding new stock ideas.\"</p><p><blockquote>“他说：”学会如何选择自己的股票。“社交媒体交易在寻找新的股票创意方面出人意料地缺乏创造力”。</blockquote></p><p> Further, \"The business media likes to portray meme trading as something new, but this sort of trading has been part of markets from their very beginning hundreds of years ago,” DePorre says.</p><p><blockquote>此外，“商业媒体喜欢把迷因交易描绘成新事物，但这种交易从几百年前一开始就已经是市场的一部分，”DePorre说。</blockquote></p><p> “There will also be groups that question the conventional wisdom of the professionals that control the market. It is no surprise at all that there are small traders with limited capital who have no interest in the idea that they should hold a diversified portfolio of stocks for the long term.\"</p><p><blockquote>“也会有一些团体质疑控制市场的专业人士的传统智慧。一些资金有限的小交易者对长期持有多元化股票投资组合的想法不感兴趣，这一点也不奇怪”。</blockquote></p><p> TheStreet.com Founder&nbsp;Jim Cramer also expressed caution&nbsp;this week. Meme stocks “away from AMC and GameStop appear to be crooked,” he said. They seem to be pump and dumps.”</p><p><blockquote>TheStreet.com创始人吉姆·克莱默本周也表达了谨慎态度。他说，“远离 AMC 和游戏驿站的 Meme 股票似乎是歪的”。他们好像是水泵和垃圾场。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/meme-stocks-amc-and-verb-tech-rise-gamestop-falls?puc=yahoo&cm_ven=YAHOO\">Thestreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","GME":"游戏驿站"},"source_url":"https://www.thestreet.com/investing/meme-stocks-amc-and-verb-tech-rise-gamestop-falls?puc=yahoo&cm_ven=YAHOO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164987892","content_text":"Shares of meme-stock veteran AMC Entertainment (AMC) and business software provider Verb Technology (VERB) rose on Thursday, while GameStop (GME) declined.\nAMC, Leawood, Kan., the country’s largest owner of movie theaters and perhaps the second-most-popular meme stock, at last check traded at $34.80, up 4.1%.\nThe granddaddy of meme stocks, the Grapevine, Texas, videogame retailer GameStop, recently traded at $166.96, off 0.4%.\nAnd Verb Technology, American Fork, Utah, recently traded at $2.99, up 20%. It has jumped 32% in the six months through Wednesday.\nMediaco Holding MDIA, the Indianapolis radio station owner, traded at $7.29, down 9.3%.\nJames “Rev Shark” DePorre says in Real Moneythat the meme trading movement is hardly new and not nearly as efficient as the media have led average investors to believe.\n\"Learn how to pick your own stocks,” he says. “Social media trading is surprisingly uncreative in finding new stock ideas.\"\nFurther, \"The business media likes to portray meme trading as something new, but this sort of trading has been part of markets from their very beginning hundreds of years ago,” DePorre says.\n“There will also be groups that question the conventional wisdom of the professionals that control the market. It is no surprise at all that there are small traders with limited capital who have no interest in the idea that they should hold a diversified portfolio of stocks for the long term.\"\nTheStreet.com Founder Jim Cramer also expressed caution this week. Meme stocks “away from AMC and GameStop appear to be crooked,” he said. They seem to be pump and dumps.”","news_type":1,"symbols_score_info":{"VERB":0.9,"GME":0.9,"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146575119,"gmtCreate":1626094291731,"gmtModify":1633930225293,"author":{"id":"3578904373237924","authorId":"3578904373237924","name":"dw321","avatar":"https://static.tigerbbs.com/4425061ef8f6492240624ef8525e56af","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578904373237924","idStr":"3578904373237924"},"themes":[],"title":"","htmlText":"Sell msft sell fb","listText":"Sell msft sell fb","text":"Sell msft sell fb","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/146575119","repostId":"1103477589","repostType":4,"isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":871677078,"gmtCreate":1637070735832,"gmtModify":1637070844354,"author":{"id":"3578904373237924","authorId":"3578904373237924","name":"dw321","avatar":"https://static.tigerbbs.com/4425061ef8f6492240624ef8525e56af","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578904373237924","idStr":"3578904373237924"},"themes":[],"title":"","htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/871677078","repostId":"2183076130","repostType":4,"isVote":1,"tweetType":1,"viewCount":3984,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865576222,"gmtCreate":1633007767532,"gmtModify":1633007767829,"author":{"id":"3578904373237924","authorId":"3578904373237924","name":"dw321","avatar":"https://static.tigerbbs.com/4425061ef8f6492240624ef8525e56af","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578904373237924","idStr":"3578904373237924"},"themes":[],"title":"","htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865576222","repostId":"1194635458","repostType":4,"isVote":1,"tweetType":1,"viewCount":828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":869709659,"gmtCreate":1632320039071,"gmtModify":1632801263725,"author":{"id":"3578904373237924","authorId":"3578904373237924","name":"dw321","avatar":"https://static.tigerbbs.com/4425061ef8f6492240624ef8525e56af","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578904373237924","idStr":"3578904373237924"},"themes":[],"title":"","htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/869709659","repostId":"1146187405","repostType":4,"isVote":1,"tweetType":1,"viewCount":629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813021356,"gmtCreate":1630115257575,"gmtModify":1704956155995,"author":{"id":"3578904373237924","authorId":"3578904373237924","name":"dw321","avatar":"https://static.tigerbbs.com/4425061ef8f6492240624ef8525e56af","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578904373237924","idStr":"3578904373237924"},"themes":[],"title":"","htmlText":"What’s your comments?","listText":"What’s your comments?","text":"What’s your comments?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/813021356","repostId":"1162964424","repostType":4,"repost":{"id":"1162964424","kind":"news","pubTimestamp":1630111098,"share":"https://www.laohunote.com/m/news/1162964424?lang=zh_CN&edition=full","pubTime":"2021-08-28 08:38","market":"us","language":"en","title":"Apple Stock: How It Could Be A Great Inflation Play<blockquote>苹果股票：它如何成为一场伟大的通胀游戏</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1162964424","media":"TheStreet","summary":"Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.IPhone users thinking of upgrading their devices this year  should expect to reach deeper into their pockets. DigiTimes has reported that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.Bad news for consumers could be great news for Apple stock investors. If the price increase is con","content":"<p>Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.</p><p><blockquote>由于某些零部件价格上涨，苹果的 iPhone 13 可能会让消费者花费更多。这对用户来说是个坏消息，但对苹果股票投资者来说可能是个好消息。</blockquote></p><p> IPhone users thinking of upgrading their devices this year (or those looking to switch to the iOS-based product) should expect to reach deeper into their pockets. DigiTimes has&nbsp;reported&nbsp;that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.</p><p><blockquote>考虑今年升级设备的IPhone用户（或那些希望转向基于iOS的产品的用户）应该期待他们的口袋更深。据 DigiTimes 报道，由于零部件通胀，苹果的 iPhone 13 可能会在下个月以更高的价格上市。</blockquote></p><p> Bad news for consumers could be great news for Apple stock&nbsp;investors. If the price increase is confirmed, it provides evidence that AAPL might be a great inflation play during these times of worry over rising producer and consumer prices.</p><p><blockquote>对消费者来说是坏消息，对苹果股票投资者来说可能是好消息。如果价格上涨得到证实，这将提供证据表明，在人们担心生产者和消费者价格上涨的时期，AAPL 可能是一个很好的通胀工具。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6f4ac9ebc1b90072340731dc5c1e613\" tg-width=\"1240\" tg-height=\"698\" referrerpolicy=\"no-referrer\"><span>Figure 1: Apple's iPhone 12 Pro.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：苹果的iPhone 12 Pro。</span></p></blockquote></p><p> <b>What happened?</b></p><p><blockquote><b>发生什么事了？</b></blockquote></p><p> The iPhone is already considered a pricey tech gadget that can cost as much as $1,400 for the fully loaded, higher-end 12 Pro Max model in the US (see figure below). Due to this year’s components shortage, chip maker TSMC may raise its part prices to Apple by 3% to 5%, which could lead to a similar increase in the price of the yet-to-be-announced iPhone 13.</p><p><blockquote>iPhone已经被认为是一款昂贵的科技产品，在美国，满载的高端12 Pro Max型号的价格可能高达1400美元（见下图）。由于今年的零部件短缺，芯片制造商台积电可能会将其对苹果的零部件价格提高 3% 至 5%，这可能会导致尚未发布的 iPhone 13 的价格也出现类似的上涨。</blockquote></p><p> It is unlikely that one of the largest and most successful consumer product companies in the world would try to raise prices without confidence that doing so does not impact demand for the new iPhone substantially. Apple can probably afford to hike prices because the company understands the value and the appeal of its luxury brand.</p><p><blockquote>世界上最大、最成功的消费品公司之一不太可能在不确定这样做不会对新iPhone的需求产生实质性影响的情况下试图提高价格。苹果可能有能力提高价格，因为该公司了解其奢侈品牌的价值和吸引力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0140b9b68bb9eb5dd7e88aaff384785d\" tg-width=\"707\" tg-height=\"370\" referrerpolicy=\"no-referrer\"><span>Figure 2: iPhone 12 Pro on Apple's store.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：苹果商店上的iPhone 12 Pro。</span></p></blockquote></p><p> <b>A quote from Jim Cramer</b></p><p><blockquote><b>吉姆·克莱默的一句话</b></blockquote></p><p> One of the most concerning headwinds to stocks in the foreseeable future is the possibility of inflation eroding corporate margins and leading to higher interest rates in 2021-2022. But should producer and consumer prices spike, not all stocks will be impacted equally.</p><p><blockquote>在可预见的未来，股市面临的最令人担忧的阻力之一是通货膨胀可能侵蚀企业利润率并导致 2021-2022 年利率上升。但如果生产者和消费者价格飙升，并非所有股票都会受到同等影响。</blockquote></p><p> Generally speaking, companies with strong pricing power that are able to pass on the higher production costs to consumers will likely outperform. This is a point that&nbsp;Mad Money’s Jim Cramer has made recently. Here is his quote:</p><p><blockquote>一般来说，拥有强大定价权、能够将较高生产成本转嫁给消费者的公司可能会跑赢大盘。这是 Mad Money 的吉姆-克莱默（Jim Cramer）最近提出的观点。以下是他的名言：</blockquote></p><p>   “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.”  <b>The impact to the P&amp;L</b></p><p><blockquote>“当你试图思考这个市场上什么在起作用时......我想让你问问自己，如果公司实施涨价，你会对涨价麻木不仁吗？[有哪些]公司可以在不激怒你的情况下提高价格？去买他们的股票吧。”<b>对损益的影响</b></blockquote></p><p> Are higher prices a good or a bad thing for a company’s financial performance? The answer is nuanced and depends on a few factors.</p><p><blockquote>价格上涨对公司的财务业绩是好事还是坏事？答案是微妙的，取决于几个因素。</blockquote></p><p> Holding all else constant, higher prices also mean higher revenues (think of the formula for sales: price times quantity). If the increase in price is decoupled from an increase in product or operating costs, then the hike also helps to boost margins – thus profits as well.</p><p><blockquote>在其他条件不变的情况下，更高的价格也意味着更高的收入（想想销售公式：价格乘以数量）。如果价格上涨与产品或运营成本的增加脱钩，那么价格上涨也有助于提高利润率，从而提高利润。</blockquote></p><p> However, “holding all else constant” is not how the world really works. A change in price tends to have an impact on a few key variables, most important of which is demand. If higher prices do not impact units sold by much or at all, this is great news for revenues and, most likely, earnings.</p><p><blockquote>然而，“保持其他一切不变”并不是世界的真正运作方式。价格的变化往往会对几个关键变量产生影响，其中最重要的是需求。如果价格上涨对销量没有太大影响或根本没有影响，这对收入和最有可能的盈利来说都是个好消息。</blockquote></p><p> The other piece to consider is whether the price hike fully or only partially offsets higher costs. Assuming the latter, revenues can still benefit without a corresponding positive effect on margins and profits. The complexity presented by the many moving parts makes it hard to determine with certainty how a more expensive iPhone may impact Apple’s financial statements in the future.</p><p><blockquote>另一件要考虑的事情是价格上涨是完全还是仅部分抵消了更高的成本。假设后者，收入仍然可以受益，而不会对利润率和利润产生相应的积极影响。由于移动部件众多，因此很难确定价格更高的 iPhone 未来会对苹果的财务报表产生怎样的影响。</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 Stock: How It Could Be A Great Inflation Play<blockquote>苹果股票：它如何成为一场伟大的通胀游戏</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 Stock: How It Could Be A Great Inflation Play<blockquote>苹果股票：它如何成为一场伟大的通胀游戏</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-08-28 08:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.</p><p><blockquote>由于某些零部件价格上涨，苹果的 iPhone 13 可能会让消费者花费更多。这对用户来说是个坏消息，但对苹果股票投资者来说可能是个好消息。</blockquote></p><p> IPhone users thinking of upgrading their devices this year (or those looking to switch to the iOS-based product) should expect to reach deeper into their pockets. DigiTimes has&nbsp;reported&nbsp;that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.</p><p><blockquote>考虑今年升级设备的IPhone用户（或那些希望转向基于iOS的产品的用户）应该期待他们的口袋更深。据 DigiTimes 报道，由于零部件通胀，苹果的 iPhone 13 可能会在下个月以更高的价格上市。</blockquote></p><p> Bad news for consumers could be great news for Apple stock&nbsp;investors. If the price increase is confirmed, it provides evidence that AAPL might be a great inflation play during these times of worry over rising producer and consumer prices.</p><p><blockquote>对消费者来说是坏消息，对苹果股票投资者来说可能是好消息。如果价格上涨得到证实，这将提供证据表明，在人们担心生产者和消费者价格上涨的时期，AAPL 可能是一个很好的通胀工具。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6f4ac9ebc1b90072340731dc5c1e613\" tg-width=\"1240\" tg-height=\"698\" referrerpolicy=\"no-referrer\"><span>Figure 1: Apple's iPhone 12 Pro.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：苹果的iPhone 12 Pro。</span></p></blockquote></p><p> <b>What happened?</b></p><p><blockquote><b>发生什么事了？</b></blockquote></p><p> The iPhone is already considered a pricey tech gadget that can cost as much as $1,400 for the fully loaded, higher-end 12 Pro Max model in the US (see figure below). Due to this year’s components shortage, chip maker TSMC may raise its part prices to Apple by 3% to 5%, which could lead to a similar increase in the price of the yet-to-be-announced iPhone 13.</p><p><blockquote>iPhone已经被认为是一款昂贵的科技产品，在美国，满载的高端12 Pro Max型号的价格可能高达1400美元（见下图）。由于今年的零部件短缺，芯片制造商台积电可能会将其对苹果的零部件价格提高 3% 至 5%，这可能会导致尚未发布的 iPhone 13 的价格也出现类似的上涨。</blockquote></p><p> It is unlikely that one of the largest and most successful consumer product companies in the world would try to raise prices without confidence that doing so does not impact demand for the new iPhone substantially. Apple can probably afford to hike prices because the company understands the value and the appeal of its luxury brand.</p><p><blockquote>世界上最大、最成功的消费品公司之一不太可能在不确定这样做不会对新iPhone的需求产生实质性影响的情况下试图提高价格。苹果可能有能力提高价格，因为该公司了解其奢侈品牌的价值和吸引力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0140b9b68bb9eb5dd7e88aaff384785d\" tg-width=\"707\" tg-height=\"370\" referrerpolicy=\"no-referrer\"><span>Figure 2: iPhone 12 Pro on Apple's store.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：苹果商店上的iPhone 12 Pro。</span></p></blockquote></p><p> <b>A quote from Jim Cramer</b></p><p><blockquote><b>吉姆·克莱默的一句话</b></blockquote></p><p> One of the most concerning headwinds to stocks in the foreseeable future is the possibility of inflation eroding corporate margins and leading to higher interest rates in 2021-2022. But should producer and consumer prices spike, not all stocks will be impacted equally.</p><p><blockquote>在可预见的未来，股市面临的最令人担忧的阻力之一是通货膨胀可能侵蚀企业利润率并导致 2021-2022 年利率上升。但如果生产者和消费者价格飙升，并非所有股票都会受到同等影响。</blockquote></p><p> Generally speaking, companies with strong pricing power that are able to pass on the higher production costs to consumers will likely outperform. This is a point that&nbsp;Mad Money’s Jim Cramer has made recently. Here is his quote:</p><p><blockquote>一般来说，拥有强大定价权、能够将较高生产成本转嫁给消费者的公司可能会跑赢大盘。这是 Mad Money 的吉姆-克莱默（Jim Cramer）最近提出的观点。以下是他的名言：</blockquote></p><p>   “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.”  <b>The impact to the P&amp;L</b></p><p><blockquote>“当你试图思考这个市场上什么在起作用时......我想让你问问自己，如果公司实施涨价，你会对涨价麻木不仁吗？[有哪些]公司可以在不激怒你的情况下提高价格？去买他们的股票吧。”<b>对损益的影响</b></blockquote></p><p> Are higher prices a good or a bad thing for a company’s financial performance? The answer is nuanced and depends on a few factors.</p><p><blockquote>价格上涨对公司的财务业绩是好事还是坏事？答案是微妙的，取决于几个因素。</blockquote></p><p> Holding all else constant, higher prices also mean higher revenues (think of the formula for sales: price times quantity). If the increase in price is decoupled from an increase in product or operating costs, then the hike also helps to boost margins – thus profits as well.</p><p><blockquote>在其他条件不变的情况下，更高的价格也意味着更高的收入（想想销售公式：价格乘以数量）。如果价格上涨与产品或运营成本的增加脱钩，那么价格上涨也有助于提高利润率，从而提高利润。</blockquote></p><p> However, “holding all else constant” is not how the world really works. A change in price tends to have an impact on a few key variables, most important of which is demand. If higher prices do not impact units sold by much or at all, this is great news for revenues and, most likely, earnings.</p><p><blockquote>然而，“保持其他一切不变”并不是世界的真正运作方式。价格的变化往往会对几个关键变量产生影响，其中最重要的是需求。如果价格上涨对销量没有太大影响或根本没有影响，这对收入和最有可能的盈利来说都是个好消息。</blockquote></p><p> The other piece to consider is whether the price hike fully or only partially offsets higher costs. Assuming the latter, revenues can still benefit without a corresponding positive effect on margins and profits. The complexity presented by the many moving parts makes it hard to determine with certainty how a more expensive iPhone may impact Apple’s financial statements in the future.</p><p><blockquote>另一件要考虑的事情是价格上涨是完全还是仅部分抵消了更高的成本。假设后者，收入仍然可以受益，而不会对利润率和利润产生相应的积极影响。由于移动部件众多，因此很难确定价格更高的 iPhone 未来会对苹果的财务报表产生怎样的影响。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/iphone/apple-stock-how-it-could-be-a-great-inflation-play\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/iphone/apple-stock-how-it-could-be-a-great-inflation-play","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162964424","content_text":"Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.\nIPhone users thinking of upgrading their devices this year (or those looking to switch to the iOS-based product) should expect to reach deeper into their pockets. DigiTimes has reported that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.\nBad news for consumers could be great news for Apple stock investors. If the price increase is confirmed, it provides evidence that AAPL might be a great inflation play during these times of worry over rising producer and consumer prices.\nFigure 1: Apple's iPhone 12 Pro.\nWhat happened?\nThe iPhone is already considered a pricey tech gadget that can cost as much as $1,400 for the fully loaded, higher-end 12 Pro Max model in the US (see figure below). Due to this year’s components shortage, chip maker TSMC may raise its part prices to Apple by 3% to 5%, which could lead to a similar increase in the price of the yet-to-be-announced iPhone 13.\nIt is unlikely that one of the largest and most successful consumer product companies in the world would try to raise prices without confidence that doing so does not impact demand for the new iPhone substantially. Apple can probably afford to hike prices because the company understands the value and the appeal of its luxury brand.\nFigure 2: iPhone 12 Pro on Apple's store.\nA quote from Jim Cramer\nOne of the most concerning headwinds to stocks in the foreseeable future is the possibility of inflation eroding corporate margins and leading to higher interest rates in 2021-2022. But should producer and consumer prices spike, not all stocks will be impacted equally.\nGenerally speaking, companies with strong pricing power that are able to pass on the higher production costs to consumers will likely outperform. This is a point that Mad Money’s Jim Cramer has made recently. Here is his quote:\n\n “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.”\n\nThe impact to the P&L\nAre higher prices a good or a bad thing for a company’s financial performance? The answer is nuanced and depends on a few factors.\nHolding all else constant, higher prices also mean higher revenues (think of the formula for sales: price times quantity). If the increase in price is decoupled from an increase in product or operating costs, then the hike also helps to boost margins – thus profits as well.\nHowever, “holding all else constant” is not how the world really works. A change in price tends to have an impact on a few key variables, most important of which is demand. If higher prices do not impact units sold by much or at all, this is great news for revenues and, most likely, earnings.\nThe other piece to consider is whether the price hike fully or only partially offsets higher costs. Assuming the latter, revenues can still benefit without a corresponding positive effect on margins and profits. The complexity presented by the many moving parts makes it hard to determine with certainty how a more expensive iPhone may impact Apple’s financial statements in the future.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836499039,"gmtCreate":1629511995721,"gmtModify":1633684343044,"author":{"id":"3578904373237924","authorId":"3578904373237924","name":"dw321","avatar":"https://static.tigerbbs.com/4425061ef8f6492240624ef8525e56af","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578904373237924","idStr":"3578904373237924"},"themes":[],"title":"","htmlText":"Easy to say","listText":"Easy to say","text":"Easy to say","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/836499039","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://www.laohunote.com/m/news/1151608193?lang=zh_CN&edition=full","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股的回调——长期关注这 6 家公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares 半导体 ETF 较近期高点下跌超过 6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中，芯片制造商受到的打击比大多数制造商都要大。</blockquote></p><p> The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p><p><blockquote>iShares 半导体 ETF 较近期高点下跌超过 6%，而标准普尔 500 指数、纳斯达克综合指数和道琼斯工业平均指数的跌幅为 2% 或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股票值得买入？或者，这个历史上具有周期性的行业是否故技重施，陷入持续下跌趋势，让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表，但如果您喜欢持有股票多年，而不是租用几天，那么该集团值得购买。主要原因： “这次不一样”。</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>这些无疑是投资中最可怕的词语之一。但芯片行业已经发生了很大的变化，现在确实不同了——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险，那你就是个傻瓜。我会回顾一下这些。但首先，以下是该集团现在 “更安全 ”的三个主要原因--以及我在过去几天里与六位行业专家交谈过的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>“Impax Asset Management 的投资组合经理 David Winborne 说：”受产品周期的驱动，芯片行业的需求总是时好时坏。“<a href=\"https://laohu8.com/S/FBNC\">第一</a>电脑，然后是服务器，然后是电话。”但他表示，现在整个经济对芯片的需求已经扩大，因此长期增长故事更可预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益 “数字化 ”，终端市场需求从各个角度都更加多样化。把远程办公服务想象成<a href=\"https://laohu8.com/S/ZM\">缩放</a>看好该集团的 Gabelli Funds 投资组合经理兼技术分析师 Hendi Susanto 指出，网上购物、云服务、电动汽车、5G 手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>“Motley Fool 芯片行业分析师 John Rotonti 说：”现代数字经济的任何方面都离不开半导体。“这意味着所有东西都有更多的筹码。长期需求是存在的”。</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p><p><blockquote>他没开玩笑。威廉·布莱尔分析师格雷格·斯科拉罗预测，到2030年，芯片行业的收入将从2020年的4650亿美元翻一番，达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着，你听到的大范围供应短缺 “可能要到明年年底的某个时候才能得到解决”。<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师 Vivek Arya。“这不仅是我们的观点，而且<a href=\"https://laohu8.com/S/AONE.U\">一</a>大多数大客户都证实了这一点。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2、玩家巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上下游，从设计到各类设备生产商再到制造，行业参与者已经整合成罗通蒂-评级 “赢得 ”的双头垄断或垄断。</blockquote></p><p> In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p><p><blockquote>在芯片设计软件中，你有Cadence Design Systems和Synopsys。在生产设备方面，公司在极紫外光刻 (EUV) 等专业领域占据主导地位，例如 ASML。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好，赢得了他们的利基或双寡头地位。这使得投资者对它们感兴趣。Rotonti 表示，整合还意味着参与者在定价和产能方面的行为更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所改善</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为，加上成本削减，意味着现在的盈利能力比历史上高得多。“温伯恩说：”在过去的几年里，芯片制造的经济性有了很大的改善。现金流或 EBITDA 利润率现在通常超过 30%，而十年前则在 20% 左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere &amp; Co. 的投资组合经理拉马尔·维莱尔 (Lamar Villere) 指出，尽管芯片股票的交易市盈率约为市盈率，但它们看起来很便宜，因为它们是更好的公司。“他们并没有以泡沫倍数进行交易”。</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>要买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近核实的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新管理层玩法</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p><p><blockquote>尽管 Thrivent 高级股票研究分析师彼得·卡拉泽里斯 (Peter Karazeris) 有理由对该集团持谨慎态度（见下文），但他特别指出了两家公司的业绩可能会因为新管理层而得到提振：高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳定的盈利能力。高通最近受到德克萨斯州恶劣天气等一次性问题的打击，导致生产中断，但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">半导体</a>正在将手机以外的领域扩展到汽车、工业和物联网等新领域——联网设备领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris 还特别提到了 Nvidia， 由于其卓越的设计能力， Nvidia 从数据中心和游戏设备芯片需求中获得了持续提振。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计，当高通和英伟达等公司想要设计芯片时，他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">概要</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool 的 Rotonti 解释说，他们基于软件的设计工具可以帮助芯片创新者为他们的芯片创建蓝图，他特别指出了这些名字。“他们不是世界上增长最快的公司，但他们的利润率很高”。他们也主宰了太空。</blockquote></p><p> <b>An EUV&nbsp;play</b></p><p><blockquote><b>EUV游戏</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图应用到硅上，台积电和三星等公司转向了ASML。它的机器使用微小的光脉冲将芯片设计模板印在硅片上，这一过程称为极紫外线光刻。“罗通蒂说：”其他人还没有想出怎么做。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说，它在供应这样做的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供过于求</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多，这样它就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne 表示，希望到 2025 年生产其使用的芯片的 70%，高于目前的 5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>结果是，政府为促进制造业提供了大量支持，因此会有更多支持。风险是未来某个时候供应过剩。这也可能会推动芯片设备的采购，导致未来的平静，这可能会损害设备制造商的销售和利润率趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来，像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计，这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair 的 Scolaro 指出，使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流，但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>干扰信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人 (PMI) 指数在 4 月份达到峰值，然后连续三个月放缓。与此同时，芯片销售持续增长。Thrivent 跟踪该指标的 Karazeris 指出，通常两者遵循相同的趋势。他将这种差异归因于库存积累，而库存积累不如真正的终端市场需求可持续。因此，他认为这种背离是芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器（DRAM）芯片定价的预测疲软。“卡拉泽里斯说：”这些通常是在周期的顶部而不是底部看到的东西。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但也有可能全球采购经理人指数的放缓更多的是芯片短缺的反映，而不是短缺并非真实存在的迹象（只是库存积压）。“Leuthold 经济学家兼策略师吉姆-保尔森（Jim Paulsen）说：”这种分歧并不一定意味着芯片订单会翻盘消亡。这意味着芯片制造业必须迎头赶上。</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如，福特刚刚宣布不得不减产是因为芯片短缺，而不是潜在需求不足。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测，由于高储蓄率、就业和收入反弹以及对大件商品被压抑的需求等因素，体面的经济增长是可持续的。如果他是对的，持续的经济实力将支撑对所有使用芯片的产品的需求，包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股的回调——长期关注这 6 家公司</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\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股的回调——长期关注这 6 家公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-23 22:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares 半导体 ETF 较近期高点下跌超过 6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中，芯片制造商受到的打击比大多数制造商都要大。</blockquote></p><p> The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p><p><blockquote>iShares 半导体 ETF 较近期高点下跌超过 6%，而标准普尔 500 指数、纳斯达克综合指数和道琼斯工业平均指数的跌幅为 2% 或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股票值得买入？或者，这个历史上具有周期性的行业是否故技重施，陷入持续下跌趋势，让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表，但如果您喜欢持有股票多年，而不是租用几天，那么该集团值得购买。主要原因： “这次不一样”。</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>这些无疑是投资中最可怕的词语之一。但芯片行业已经发生了很大的变化，现在确实不同了——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险，那你就是个傻瓜。我会回顾一下这些。但首先，以下是该集团现在 “更安全 ”的三个主要原因--以及我在过去几天里与六位行业专家交谈过的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>“Impax Asset Management 的投资组合经理 David Winborne 说：”受产品周期的驱动，芯片行业的需求总是时好时坏。“<a href=\"https://laohu8.com/S/FBNC\">第一</a>电脑，然后是服务器，然后是电话。”但他表示，现在整个经济对芯片的需求已经扩大，因此长期增长故事更可预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益 “数字化 ”，终端市场需求从各个角度都更加多样化。把远程办公服务想象成<a href=\"https://laohu8.com/S/ZM\">缩放</a>看好该集团的 Gabelli Funds 投资组合经理兼技术分析师 Hendi Susanto 指出，网上购物、云服务、电动汽车、5G 手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>“Motley Fool 芯片行业分析师 John Rotonti 说：”现代数字经济的任何方面都离不开半导体。“这意味着所有东西都有更多的筹码。长期需求是存在的”。</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p><p><blockquote>他没开玩笑。威廉·布莱尔分析师格雷格·斯科拉罗预测，到2030年，芯片行业的收入将从2020年的4650亿美元翻一番，达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着，你听到的大范围供应短缺 “可能要到明年年底的某个时候才能得到解决”。<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师 Vivek Arya。“这不仅是我们的观点，而且<a href=\"https://laohu8.com/S/AONE.U\">一</a>大多数大客户都证实了这一点。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2、玩家巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上下游，从设计到各类设备生产商再到制造，行业参与者已经整合成罗通蒂-评级 “赢得 ”的双头垄断或垄断。</blockquote></p><p> In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p><p><blockquote>在芯片设计软件中，你有Cadence Design Systems和Synopsys。在生产设备方面，公司在极紫外光刻 (EUV) 等专业领域占据主导地位，例如 ASML。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好，赢得了他们的利基或双寡头地位。这使得投资者对它们感兴趣。Rotonti 表示，整合还意味着参与者在定价和产能方面的行为更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所改善</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为，加上成本削减，意味着现在的盈利能力比历史上高得多。“温伯恩说：”在过去的几年里，芯片制造的经济性有了很大的改善。现金流或 EBITDA 利润率现在通常超过 30%，而十年前则在 20% 左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere &amp; Co. 的投资组合经理拉马尔·维莱尔 (Lamar Villere) 指出，尽管芯片股票的交易市盈率约为市盈率，但它们看起来很便宜，因为它们是更好的公司。“他们并没有以泡沫倍数进行交易”。</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>要买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近核实的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新管理层玩法</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p><p><blockquote>尽管 Thrivent 高级股票研究分析师彼得·卡拉泽里斯 (Peter Karazeris) 有理由对该集团持谨慎态度（见下文），但他特别指出了两家公司的业绩可能会因为新管理层而得到提振：高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳定的盈利能力。高通最近受到德克萨斯州恶劣天气等一次性问题的打击，导致生产中断，但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">半导体</a>正在将手机以外的领域扩展到汽车、工业和物联网等新领域——联网设备领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris 还特别提到了 Nvidia， 由于其卓越的设计能力， Nvidia 从数据中心和游戏设备芯片需求中获得了持续提振。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计，当高通和英伟达等公司想要设计芯片时，他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">概要</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool 的 Rotonti 解释说，他们基于软件的设计工具可以帮助芯片创新者为他们的芯片创建蓝图，他特别指出了这些名字。“他们不是世界上增长最快的公司，但他们的利润率很高”。他们也主宰了太空。</blockquote></p><p> <b>An EUV&nbsp;play</b></p><p><blockquote><b>EUV游戏</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图应用到硅上，台积电和三星等公司转向了ASML。它的机器使用微小的光脉冲将芯片设计模板印在硅片上，这一过程称为极紫外线光刻。“罗通蒂说：”其他人还没有想出怎么做。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说，它在供应这样做的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供过于求</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多，这样它就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne 表示，希望到 2025 年生产其使用的芯片的 70%，高于目前的 5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>结果是，政府为促进制造业提供了大量支持，因此会有更多支持。风险是未来某个时候供应过剩。这也可能会推动芯片设备的采购，导致未来的平静，这可能会损害设备制造商的销售和利润率趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来，像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计，这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair 的 Scolaro 指出，使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流，但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>干扰信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人 (PMI) 指数在 4 月份达到峰值，然后连续三个月放缓。与此同时，芯片销售持续增长。Thrivent 跟踪该指标的 Karazeris 指出，通常两者遵循相同的趋势。他将这种差异归因于库存积累，而库存积累不如真正的终端市场需求可持续。因此，他认为这种背离是芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器（DRAM）芯片定价的预测疲软。“卡拉泽里斯说：”这些通常是在周期的顶部而不是底部看到的东西。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但也有可能全球采购经理人指数的放缓更多的是芯片短缺的反映，而不是短缺并非真实存在的迹象（只是库存积压）。“Leuthold 经济学家兼策略师吉姆-保尔森（Jim Paulsen）说：”这种分歧并不一定意味着芯片订单会翻盘消亡。这意味着芯片制造业必须迎头赶上。</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如，福特刚刚宣布不得不减产是因为芯片短缺，而不是潜在需求不足。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测，由于高储蓄率、就业和收入反弹以及对大件商品被压抑的需求等因素，体面的经济增长是可持续的。如果他是对的，持续的经济实力将支撑对所有使用芯片的产品的需求，包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","SNPS":"新思科技","NVDA":"英伟达","ON":"安森美半导体","GOOG":"谷歌","TSM":"台积电","ASML":"阿斯麦","AMZN":"亚马逊","SSNLF":"三星电子","CDNS":"铿腾电子","SOXX":"iShares费城交易所半导体ETF","GOOGL":"谷歌A","QCOM":"高通"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. 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