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2021-12-30

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2021-12-29

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2021-12-27

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2021-12-26

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2021-12-23

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2021-12-20

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Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>耐克、美光、黑莓、CarMax 和其他投资者本周值得关注的股票</blockquote>

2021-12-18

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2021-12-17

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2021-12-16

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2021-12-15

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2021-12-13

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Apple Could Be the First $3 Trillion Company. Why Its Rally Won’t Stop There.<blockquote>苹果可能成为第一家市值3万亿美元的公司。为什么它的反弹不会就此止步？</blockquote>

2021-12-12

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Sea Ltd stock dropped more than 5% in morning trading<blockquote>Sea Ltd 股价早盘下跌超过 5%</blockquote>

2021-12-11

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Sea Ltd stock dropped more than 5% in morning trading<blockquote>Sea Ltd 股价早盘下跌超过 5%</blockquote>

2021-12-09

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Apple shares rose nearly 2% to a new high<blockquote>苹果股价上涨近2%创新高</blockquote>

2021-12-08

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2021-12-07

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DocuSign stock jumped nearly 6% in morning trading<blockquote>DocuSign 股价早盘上涨近 6%</blockquote>

2021-12-05

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US IPO Week Ahead: Digital banking and cloud infrastructure lead a 4 IPO week<blockquote>美国 IPO 周即将到来：数字银行和云基础设施引领 IPO 周 4</blockquote>

2021-12-01

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2021-11-26

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2021-11-26

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06:39","market":"us","language":"en","title":"Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>耐克、美光、黑莓、CarMax 和其他投资者本周值得关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1130704419","media":"Barrons","summary":"Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.It will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.On Thursday, the Bureau of Economic Analysis reports per","content":"<p>Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday&nbsp;break,Nike&nbsp;and&nbsp;Micron Technology&nbsp;report on Monday,BlackBerry&nbsp;and&nbsp;General Mills&nbsp;on Tuesday, and&nbsp;CarMax,Cintas,and&nbsp;Paychex&nbsp;on Wednesday.</p><p><blockquote>世界各地的股票和债券市场将于周五休市，以纪念圣诞节。假期前，耐克和美光科技周一发布报告，黑莓和通用磨坊周二发布报告，CarMax、Cintas 和 Paychex 周三发布报告。</blockquote></p><p> It will be a busy week of economic data releases. On Monday, the&nbsp;Conference Board publishes its Leading Economic Index for November, followed&nbsp;by its Consumer Confidence Index for December on Wednesday.</p><p><blockquote>这将是经济数据发布繁忙的一周。周一，世界大型企业联合会将发布 11 月份领先经济指数，随后于周三发布 12 月份消费者信心指数。</blockquote></p><p> On Thursday, the&nbsp;Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core&nbsp;PCE price index, is expected to have spiked 4.5% in November.</p><p><blockquote>周四，经济分析局报告了11月份的个人收入和消费支出。消费者收入预计将增长 0.6%，支出预计将增长 0.5%。美联储首选的通胀指标--核心 PCE 价格指数预计将在 11 月份飙升 4.5%。</blockquote></p><p> Also Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.</p><p><blockquote>同样在周四，人口普查局发布了11月份的耐用品报告，这将为经济中的投资支出提供一个窗口。新订单预计将增长2.1%。本周公布的房地产市场指标包括周三公布的 11 月份成屋销售和周四公布的 11 月份新屋销售。</blockquote></p><p> <b>Monday 12/20</b></p><p><blockquote><b>12/20星期一</b></blockquote></p><p> Micron Technology and Nike report quarterly results.</p><p><blockquote>美光科技和耐克公布季度业绩。</blockquote></p><p> <b>The Conference Board</b> releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.</p><p><blockquote><b>会议委员会</b>发布 11 月份领先经济指数。一致估计读数为 119，比 10 月份的水平高出 0.6%。世界大型企业联合会目前预计第四季度国内生产总值增长率为 5%，2022 年增长率将放缓但仍然强劲的 2.6%。</blockquote></p><p> <b>Tuesday 12/21</b></p><p><blockquote><b>12/21星期二</b></blockquote></p><p> BlackBerry,FactSet Research Systems,and General Mills announce earnings.</p><p><blockquote>黑莓、FactSet Research Systems 和通用磨坊公布财报。</blockquote></p><p> <b>Wednesday 12/22</b></p><p><blockquote><b>12月22日星期三</b></blockquote></p><p> <b>The NAR reports</b> existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.</p><p><blockquote><b>NAR报告</b>11月份的成屋销售。经济学家预测，经季节性调整后的年销量为640万套，略高于10月份，是今年年初以来的最高水平。</blockquote></p><p> CarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.</p><p><blockquote>CarMax、Cintas 和 Paychex 在评级举行会议讨论季度业绩。</blockquote></p><p> <b>The Bureau of Economic</b> Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.</p><p><blockquote><b>经济局</b>分析报告了对第三季度 GDP 的第三次也是最终估计。经济学家预测，经季节性调整后的年增长率为 2.1%，与 11 月份的第二次估计值持平。</blockquote></p><p> <b>The Conference Board</b> releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.</p><p><blockquote><b>会议委员会</b>发布12月份消费者信心指数。与 11 月份的数据大致持平，预计读数为 110。由于对价格上涨以及在较小程度上对 Covid-19 变种的担忧，该指数比今年 6 月达到的疫情后峰值低 15%。</blockquote></p><p> <b>Thursday 12/23</b></p><p><blockquote><b>星期四 12/23</b></blockquote></p><p> <b>The Department of Labor</b> reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.</p><p><blockquote><b>劳工部</b>报告截至 12 月 18 日当周的首次申请失业救济人数。11 月和 12 月平均每周申请失业救济人数为 225,667 人，最终达到大流行前的水平。</blockquote></p><p> <b>The Census Bureau</b> reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.</p><p><blockquote><b>人口普查局</b>报告11月份的新房销售情况。普遍估计，经季节性调整后，每年新单户住宅销量为 77 万套，比 10 月份增加 2.5 万套。10月份售出的新房销售价格中位数为40.77万美元，而平均销售价格为47.78万美元，均创历史新高。</blockquote></p><p> <b>The BEA reports</b> personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.</p><p><blockquote><b>东亚银行报告</b>11月份个人收入和消费支出。经济学家预测收入每月增长0.6%，消费每月增长0.5%。相比之下，10 月份的涨幅分别为 0.5% 和 1.3%。美联储首选的通胀指标--核心 PCE 价格指数 10 月份同比上涨 4.1%，为 1991 年以来的最快增速。预计 11 月份将飙升 4.6%。</blockquote></p><p> <b>The Census Bureau</b> releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.</p><p><blockquote><b>人口普查局</b>发布11月份耐用品报告。耐用制成品新订单预计将增长 2.1%，达到 2656 亿美元。不包括运输，新订单增长0.6%，而10月份增长0.5%。</blockquote></p><p> <b>Friday 12/24</b></p><p><blockquote><b>12/24星期五</b></blockquote></p><p> <b>U.S. equity</b>&nbsp;and fixed-income markets are closed in observance of Christmas.</p><p><blockquote><b>美国股权</b>固定收益市场因圣诞节休市。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>耐克、美光、黑莓、CarMax 和其他投资者本周值得关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>耐克、美光、黑莓、CarMax 和其他投资者本周值得关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-20 06:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday&nbsp;break,Nike&nbsp;and&nbsp;Micron Technology&nbsp;report on Monday,BlackBerry&nbsp;and&nbsp;General Mills&nbsp;on Tuesday, and&nbsp;CarMax,Cintas,and&nbsp;Paychex&nbsp;on Wednesday.</p><p><blockquote>世界各地的股票和债券市场将于周五休市，以纪念圣诞节。假期前，耐克和美光科技周一发布报告，黑莓和通用磨坊周二发布报告，CarMax、Cintas 和 Paychex 周三发布报告。</blockquote></p><p> It will be a busy week of economic data releases. On Monday, the&nbsp;Conference Board publishes its Leading Economic Index for November, followed&nbsp;by its Consumer Confidence Index for December on Wednesday.</p><p><blockquote>这将是经济数据发布繁忙的一周。周一，世界大型企业联合会将发布 11 月份领先经济指数，随后于周三发布 12 月份消费者信心指数。</blockquote></p><p> On Thursday, the&nbsp;Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core&nbsp;PCE price index, is expected to have spiked 4.5% in November.</p><p><blockquote>周四，经济分析局报告了11月份的个人收入和消费支出。消费者收入预计将增长 0.6%，支出预计将增长 0.5%。美联储首选的通胀指标--核心 PCE 价格指数预计将在 11 月份飙升 4.5%。</blockquote></p><p> Also Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.</p><p><blockquote>同样在周四，人口普查局发布了11月份的耐用品报告，这将为经济中的投资支出提供一个窗口。新订单预计将增长2.1%。本周公布的房地产市场指标包括周三公布的 11 月份成屋销售和周四公布的 11 月份新屋销售。</blockquote></p><p> <b>Monday 12/20</b></p><p><blockquote><b>12/20星期一</b></blockquote></p><p> Micron Technology and Nike report quarterly results.</p><p><blockquote>美光科技和耐克公布季度业绩。</blockquote></p><p> <b>The Conference Board</b> releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.</p><p><blockquote><b>会议委员会</b>发布 11 月份领先经济指数。一致估计读数为 119，比 10 月份的水平高出 0.6%。世界大型企业联合会目前预计第四季度国内生产总值增长率为 5%，2022 年增长率将放缓但仍然强劲的 2.6%。</blockquote></p><p> <b>Tuesday 12/21</b></p><p><blockquote><b>12/21星期二</b></blockquote></p><p> BlackBerry,FactSet Research Systems,and General Mills announce earnings.</p><p><blockquote>黑莓、FactSet Research Systems 和通用磨坊公布财报。</blockquote></p><p> <b>Wednesday 12/22</b></p><p><blockquote><b>12月22日星期三</b></blockquote></p><p> <b>The NAR reports</b> existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.</p><p><blockquote><b>NAR报告</b>11月份的成屋销售。经济学家预测，经季节性调整后的年销量为640万套，略高于10月份，是今年年初以来的最高水平。</blockquote></p><p> CarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.</p><p><blockquote>CarMax、Cintas 和 Paychex 在评级举行会议讨论季度业绩。</blockquote></p><p> <b>The Bureau of Economic</b> Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.</p><p><blockquote><b>经济局</b>分析报告了对第三季度 GDP 的第三次也是最终估计。经济学家预测，经季节性调整后的年增长率为 2.1%，与 11 月份的第二次估计值持平。</blockquote></p><p> <b>The Conference Board</b> releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.</p><p><blockquote><b>会议委员会</b>发布12月份消费者信心指数。与 11 月份的数据大致持平，预计读数为 110。由于对价格上涨以及在较小程度上对 Covid-19 变种的担忧，该指数比今年 6 月达到的疫情后峰值低 15%。</blockquote></p><p> <b>Thursday 12/23</b></p><p><blockquote><b>星期四 12/23</b></blockquote></p><p> <b>The Department of Labor</b> reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.</p><p><blockquote><b>劳工部</b>报告截至 12 月 18 日当周的首次申请失业救济人数。11 月和 12 月平均每周申请失业救济人数为 225,667 人，最终达到大流行前的水平。</blockquote></p><p> <b>The Census Bureau</b> reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.</p><p><blockquote><b>人口普查局</b>报告11月份的新房销售情况。普遍估计，经季节性调整后，每年新单户住宅销量为 77 万套，比 10 月份增加 2.5 万套。10月份售出的新房销售价格中位数为40.77万美元，而平均销售价格为47.78万美元，均创历史新高。</blockquote></p><p> <b>The BEA reports</b> personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.</p><p><blockquote><b>东亚银行报告</b>11月份个人收入和消费支出。经济学家预测收入每月增长0.6%，消费每月增长0.5%。相比之下，10 月份的涨幅分别为 0.5% 和 1.3%。美联储首选的通胀指标--核心 PCE 价格指数 10 月份同比上涨 4.1%，为 1991 年以来的最快增速。预计 11 月份将飙升 4.6%。</blockquote></p><p> <b>The Census Bureau</b> releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.</p><p><blockquote><b>人口普查局</b>发布11月份耐用品报告。耐用制成品新订单预计将增长 2.1%，达到 2656 亿美元。不包括运输，新订单增长0.6%，而10月份增长0.5%。</blockquote></p><p> <b>Friday 12/24</b></p><p><blockquote><b>12/24星期五</b></blockquote></p><p> <b>U.S. equity</b>&nbsp;and fixed-income markets are closed in observance of Christmas.</p><p><blockquote><b>美国股权</b>固定收益市场因圣诞节休市。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/nike-micron-blackberry-carmax-and-other-stocks-for-investors-to-watch-this-week-51639944183?mod=hp_LEAD_5\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技",".SPX":"S&P 500 Index",".DJI":"道琼斯","PAYX":"沛齐","GIS":"通用磨坊",".IXIC":"NASDAQ Composite","KMX":"车美仕","CTAS":"信达思"},"source_url":"https://www.barrons.com/articles/nike-micron-blackberry-carmax-and-other-stocks-for-investors-to-watch-this-week-51639944183?mod=hp_LEAD_5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130704419","content_text":"Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.\nIt will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.\nOn Thursday, the Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core PCE price index, is expected to have spiked 4.5% in November.\nAlso Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.\nMonday 12/20\nMicron Technology and Nike report quarterly results.\nThe Conference Board releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.\nTuesday 12/21\nBlackBerry,FactSet Research Systems,and General Mills announce earnings.\nWednesday 12/22\nThe NAR reports existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.\nCarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.\nThe Bureau of Economic Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.\nThe Conference Board releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.\nThursday 12/23\nThe Department of Labor reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.\nThe Census Bureau reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.\nThe BEA reports personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.\nThe Census Bureau releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.\nFriday 12/24\nU.S. equity and fixed-income markets are closed in observance of Christmas.","news_type":1,"symbols_score_info":{"PAYX":0.9,"KMX":0.9,"CTAS":0.9,"MU":0.9,".DJI":0.9,"GIS":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":4073,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699872288,"gmtCreate":1639786731939,"gmtModify":1639786732078,"author":{"id":"3579773886231596","authorId":"3579773886231596","name":"Sling1331","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579773886231596","authorIdStr":"3579773886231596"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699872288","repostId":"2192597562","repostType":4,"isVote":1,"tweetType":1,"viewCount":4100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690524095,"gmtCreate":1639696040789,"gmtModify":1639696040864,"author":{"id":"3579773886231596","authorId":"3579773886231596","name":"Sling1331","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579773886231596","authorIdStr":"3579773886231596"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690524095","repostId":"2191453039","repostType":4,"isVote":1,"tweetType":1,"viewCount":5468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607746518,"gmtCreate":1639609283477,"gmtModify":1639609283550,"author":{"id":"3579773886231596","authorId":"3579773886231596","name":"Sling1331","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579773886231596","authorIdStr":"3579773886231596"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/607746518","repostId":"2191994940","repostType":4,"isVote":1,"tweetType":1,"viewCount":4592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607895132,"gmtCreate":1639522629945,"gmtModify":1639522630050,"author":{"id":"3579773886231596","authorId":"3579773886231596","name":"Sling1331","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579773886231596","authorIdStr":"3579773886231596"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607895132","repostId":"2191581609","repostType":4,"isVote":1,"tweetType":1,"viewCount":3646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604323301,"gmtCreate":1639352537707,"gmtModify":1639352537820,"author":{"id":"3579773886231596","authorId":"3579773886231596","name":"Sling1331","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579773886231596","authorIdStr":"3579773886231596"},"themes":[],"title":"","htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604323301","repostId":"1118643418","repostType":4,"repost":{"id":"1118643418","kind":"news","pubTimestamp":1639350312,"share":"https://www.laohunote.com/m/news/1118643418?lang=zh_CN&edition=full","pubTime":"2021-12-13 07:05","market":"us","language":"en","title":"Apple Could Be the First $3 Trillion Company. Why Its Rally Won’t Stop There.<blockquote>苹果可能成为第一家市值3万亿美元的公司。为什么它的反弹不会就此止步？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1118643418","media":"Barrons","summary":"Apple shares have been on a ferocious tear, up 34% year to date, leaving it less than 5% away from a","content":"<p>Apple&nbsp;shares have been on a ferocious tear, up 34% year to date, leaving it less than 5% away from a $3 trillion market capitalization, a milestone never hit by any other public company. The rally includes a startling 18% spurt in just the past four weeks, a period in which the S&amp;P 500 has improved less than 2%.</p><p><blockquote>苹果股价一直在猛烈撕裂，今年迄今已上涨 34%，距离 3 万亿美元的市值仅不到 5%，这是任何其他上市公司从未达到的里程碑。这一涨势包括在过去四个星期内惊人地飙升了 18%，而在此期间，标普500的涨幅不到 2%。</blockquote></p><p> It’s an astonishing performance. Keep in mind that there’s only one other company—&nbsp;Microsoft&nbsp;—with a market cap above $2 trillion, and just three others—&nbsp;Alphabet,Amazon.com,and&nbsp;Tesla&nbsp;—above $1 trillion. Founded in 1976, it took Apple 44 years to reach the $1 trillion level for the first time, in 2018. Two years later, in August 2020, the stock hit $2 trillion. And now just 15 months later, the stock is zeroing in on $3 trillion.</p><p><blockquote>这是一场令人惊叹的表演。请记住，只有一家公司--微软--市值超过 2 万亿美元，而另外三家公司--Alphabet、亚马逊和特斯拉--市值超过 1 万亿美元。苹果成立于1976年，花了44年时间才在2018年首次达到1万亿美元的水平。两年后，即 2020 年 8 月，该股市值达到 2 万亿美元。仅仅 15 个月后，该股市值就降至 3 万亿美元。</blockquote></p><p> So what’s going on here?</p><p><blockquote>这是怎么回事？</blockquote></p><p> I’d argue that there are at least four reasons why Apple stock (ticker: AAPL) continues to rally to higher highs—and why $3 trillion will eventually look more like the floor than the ceiling.</p><p><blockquote>我认为，苹果股票（股票代码：AAPL）继续反弹至更高的高点至少有四个原因，以及为什么 3 万亿美元最终看起来更像是底线而不是天花板。</blockquote></p><p> For starters, Apple has become a haven for tech investors in times of turmoil—a flight-to-safety play; digital gold. Apple thrived during the pandemic, with accelerated demand for both Macs and iPads. And it has motored right along as the world begins the complex process of returning to normalcy, powered by iPhone and services growth. Apple continues to innovate, the company has fanatical customer loyalty, and it continues a shareholder-friendly policy of aggressively buying back its own shares. If you had to pick just one tech stock to own for the long haul, many would choose Apple.</p><p><blockquote>首先，苹果已成为动荡时期科技投资者的避风港——一种避险策略；数字黄金。苹果在疫情期间蓬勃发展，对 Mac 和 iPad 的需求加速增长。在iPhone和服务增长的推动下，随着世界开始恢复正常的复杂过程，它也在加速发展。苹果不断创新，公司拥有狂热的客户忠诚度，并继续推行积极回购自身股票的有利于股东的政策。如果你必须选择一只科技股长期持有，许多人会选择苹果。</blockquote></p><p> Analysts continue to report iPhone 13 demand outstripping supply. Parts shortages remain an issue, and Apple warned in reporting September-quarter results that the December quarter would be muffled by an inability to meet demand. But remember that coming into this cycle, Street expectations for iPhone 13 were muted. Analysts saw this year’s model as an interim step—not nearly as important as the iPhone 12, the first to include 5G connectivity. But as was the case with the iPhone 11, there is reason to think that the Street has underestimated demand for the iPhone 13. In particular, there have been reports of historically high demand for the new phones in China, setting the stage for a potential December-quarter earnings surprise.</p><p><blockquote>分析师继续报告 iPhone 13 需求超过供应。零部件短缺仍然是一个问题，苹果在报告 9 月份季度业绩时警告称，12 月份季度将因无法满足需求而受到影响。但请记住，进入这个周期，华尔街对iPhone 13的期望是低迷的。分析师认为今年的机型只是一个临时步骤--远不如首款包含 5G 连接的 iPhone 12 重要。但与 iPhone 11 的情况一样，有理由认为华尔街低估了 iPhone 13 的需求。特别是，有报道称中国对新手机的需求创历史新高，为 12 月份季度潜在的盈利惊喜埋下了伏笔。</blockquote></p><p> Meanwhile, Apple got an unexpected boost on the legal front last week when a federal appeals court issued a stay, pending appeal, of a lower-court ruling that would have forced Apple to let developers include alternatives to Apple’s own payment system for in-app purchases. The three-judge panel for the Ninth Circuit found that Apple has demonstrated “serious questions” about the lower court’s finding that Apple violates California’s unfair competition law. Resolution of Apple’s appeal in the case could now drag on for months, or years—and the longer the delay, the better for Apple, which would rather keep the status quo.</p><p><blockquote>与此同时，苹果上周在法律方面得到了意想不到的推动，联邦上诉法院发布了一项下级法院裁决的暂缓执行令，等待上诉，该裁决将迫使苹果允许开发商在应用内购买时加入苹果自己的支付系统的替代方案。第九巡回法院的三名法官组成的合议庭认为，苹果对下级法院认定苹果违反加州不正当竞争法提出了 “严重质疑”。苹果在此案中的上诉解决现在可能会拖延数月甚至数年--拖延的时间越长，对苹果越有利，因为它宁愿维持现状。</blockquote></p><p> Perhaps most important, Wall Street in the past few weeks has begun to factor in two yet-to-be-announced new product categories—augmented- and virtual-reality headsets and autonomous vehicles—to its Apple financial and valuation models.</p><p><blockquote>也许最重要的是，华尔街在过去几周开始将两个尚未宣布的新产品类别——增强和虚拟现实耳机以及自动驾驶汽车——纳入其苹果财务和估值模型。</blockquote></p><p> For instance, Morgan Stanley analyst Katy Huberty last week reiterated an Overweight rating on Apple shares, lifting her price target on the stock to $200, from $165; the new target implies a potential valuation of $3.3 trillion. For the near term, she says, iPhone sales and App Store activity should surprise to the upside. But she also contends that the time has come to start pricing new products into the mix.</p><p><blockquote>例如，摩根士丹利分析师凯蒂·休伯蒂 (Katy Huberty) 上周重申了苹果股票的跑赢大盘评级，将该股目标价从 165 美元上调至 200 美元；新目标意味着潜在估值为 3.3 万亿美元。她表示，短期内，iPhone 销量和 App Store 活动应该会出人意料地好转。但她也认为，现在是开始为新产品定价的时候了。</blockquote></p><p> “Apple shares don’t seem to bake in the impact from upcoming new product launches,” despite a consistent record of innovation, Huberty asserts in a research note. She points out that Apple has rallied nearly 500% over the past five years—about quintuple the return on the S&amp;P 500—in a period when iPhone revenue grew just 40%. The explanation for that divergence, she says, is that Apple has been innovating in other areas.</p><p><blockquote>“休伯蒂在一份研究报告中断言：”尽管苹果的创新记录始终如一，但其股价似乎并没有受到即将推出的新产品的影响。她指出，苹果在过去五年中上涨了近 500%，大约是标普500回报率的五倍，而 iPhone 收入仅增长了 40%。她说，造成这种差异的原因是苹果一直在其他领域进行创新。</blockquote></p><p> Apple built a wearables business, including the Apple Watch, that generates $38 billion a year in revenue, the size of a Fortune 120 company. And the Apple services business now produces nearly $70 billion a year in revenue, doubling over the past four years. As Apple gets closer to launches in AR/VR headsets and cars, Huberty concludes, those should be reflected in the company’s valuation.</p><p><blockquote>苹果建立了包括苹果手表在内的可穿戴设备业务，每年产生 380 亿美元的收入，相当于一家财富 120 强公司的规模。苹果服务业务目前每年产生近 700 亿美元的收入，比过去四年翻了一番。休伯蒂总结说，随着苹果越来越接近推出 AR/VR 头显和汽车，这些都应该反映在公司的估值中。</blockquote></p><p> The potential is vast. TFI Securities analyst Ming-Chi Kuo, who has been writing a series of research notes on Apple’s future AR/VR headsets, projects the company could sell a billion of the devices over the next 10 years. He thinks the gizmos will eventually cannibalize the iPhone market and become the primary online experience for many.</p><p><blockquote>潜力是巨大的。TFI 证券分析师郭明𫓹一直在撰写一系列关于苹果未来 AR/VR 头显的研究报告，他预计该公司将在未来 10 年内售出 10 亿台这种设备。他认为这些小发明最终将蚕食iPhone市场，并成为许多人的主要在线体验。</blockquote></p><p></p><p> Bernstein analyst Toni Sacconaghi asserted, in a research note last week on Apple’s place in the metaverse, that the hardware access layer to the virtual world is likely to be concentrated among a few large players, as it has for the PC, mobile phone, and tablet markets. Sacconaghi says a rough guess is that AR/VR devices could be 4% of Apple’s revenue in 2030—and over 20% in 2040.</p><p><blockquote>伯恩斯坦分析师托尼-萨科纳吉（Toni Sacconaghi）上周在一份关于苹果在元宇宙中地位的研究报告中断言，虚拟世界的硬件接入层可能会集中在少数几家大型企业手中，就像个人电脑、手机和平板电脑市场一样。萨科纳吉说，粗略估计，到 2030 年，AR/VR 设备可能占苹果收入的 4%，到 2040 年将超过 20%。</blockquote></p><p> In case you’re wondering how this might play out, think back to 2020, when the buzz about the iPhone 12 became almost deafening in the run-up to its launch, driving up Apple’s share price. If and when it becomes clear that Apple is likely to jump into this new market in calendar 2022, the noise level is going to become earsplitting.</p><p><blockquote>如果你想知道这可能会如何发展，请回想一下 2020 年，当时关于 iPhone 12 的热议在发布前夕变得几乎震耳欲聋，推高了苹果的股价。如果苹果很可能在2022年进入这个新市场，噪音水平将变得震耳欲聋。</blockquote></p><p> Mark Zuckerberg may be talking the most about the metaverse, but Tim Cook’s company might just be the big winner here.</p><p><blockquote>马克-扎克伯格（Mark Zuckerberg）可能是元宇宙谈论最多的人，但蒂姆-库克（Tim Cook）的公司可能是这里的大赢家。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Could Be the First $3 Trillion Company. Why Its Rally Won’t Stop There.<blockquote>苹果可能成为第一家市值3万亿美元的公司。为什么它的反弹不会就此止步？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Could Be the First $3 Trillion Company. Why Its Rally Won’t Stop There.<blockquote>苹果可能成为第一家市值3万亿美元的公司。为什么它的反弹不会就此止步？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-13 07:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple&nbsp;shares have been on a ferocious tear, up 34% year to date, leaving it less than 5% away from a $3 trillion market capitalization, a milestone never hit by any other public company. The rally includes a startling 18% spurt in just the past four weeks, a period in which the S&amp;P 500 has improved less than 2%.</p><p><blockquote>苹果股价一直在猛烈撕裂，今年迄今已上涨 34%，距离 3 万亿美元的市值仅不到 5%，这是任何其他上市公司从未达到的里程碑。这一涨势包括在过去四个星期内惊人地飙升了 18%，而在此期间，标普500的涨幅不到 2%。</blockquote></p><p> It’s an astonishing performance. Keep in mind that there’s only one other company—&nbsp;Microsoft&nbsp;—with a market cap above $2 trillion, and just three others—&nbsp;Alphabet,Amazon.com,and&nbsp;Tesla&nbsp;—above $1 trillion. Founded in 1976, it took Apple 44 years to reach the $1 trillion level for the first time, in 2018. Two years later, in August 2020, the stock hit $2 trillion. And now just 15 months later, the stock is zeroing in on $3 trillion.</p><p><blockquote>这是一场令人惊叹的表演。请记住，只有一家公司--微软--市值超过 2 万亿美元，而另外三家公司--Alphabet、亚马逊和特斯拉--市值超过 1 万亿美元。苹果成立于1976年，花了44年时间才在2018年首次达到1万亿美元的水平。两年后，即 2020 年 8 月，该股市值达到 2 万亿美元。仅仅 15 个月后，该股市值就降至 3 万亿美元。</blockquote></p><p> So what’s going on here?</p><p><blockquote>这是怎么回事？</blockquote></p><p> I’d argue that there are at least four reasons why Apple stock (ticker: AAPL) continues to rally to higher highs—and why $3 trillion will eventually look more like the floor than the ceiling.</p><p><blockquote>我认为，苹果股票（股票代码：AAPL）继续反弹至更高的高点至少有四个原因，以及为什么 3 万亿美元最终看起来更像是底线而不是天花板。</blockquote></p><p> For starters, Apple has become a haven for tech investors in times of turmoil—a flight-to-safety play; digital gold. Apple thrived during the pandemic, with accelerated demand for both Macs and iPads. And it has motored right along as the world begins the complex process of returning to normalcy, powered by iPhone and services growth. Apple continues to innovate, the company has fanatical customer loyalty, and it continues a shareholder-friendly policy of aggressively buying back its own shares. If you had to pick just one tech stock to own for the long haul, many would choose Apple.</p><p><blockquote>首先，苹果已成为动荡时期科技投资者的避风港——一种避险策略；数字黄金。苹果在疫情期间蓬勃发展，对 Mac 和 iPad 的需求加速增长。在iPhone和服务增长的推动下，随着世界开始恢复正常的复杂过程，它也在加速发展。苹果不断创新，公司拥有狂热的客户忠诚度，并继续推行积极回购自身股票的有利于股东的政策。如果你必须选择一只科技股长期持有，许多人会选择苹果。</blockquote></p><p> Analysts continue to report iPhone 13 demand outstripping supply. Parts shortages remain an issue, and Apple warned in reporting September-quarter results that the December quarter would be muffled by an inability to meet demand. But remember that coming into this cycle, Street expectations for iPhone 13 were muted. Analysts saw this year’s model as an interim step—not nearly as important as the iPhone 12, the first to include 5G connectivity. But as was the case with the iPhone 11, there is reason to think that the Street has underestimated demand for the iPhone 13. In particular, there have been reports of historically high demand for the new phones in China, setting the stage for a potential December-quarter earnings surprise.</p><p><blockquote>分析师继续报告 iPhone 13 需求超过供应。零部件短缺仍然是一个问题，苹果在报告 9 月份季度业绩时警告称，12 月份季度将因无法满足需求而受到影响。但请记住，进入这个周期，华尔街对iPhone 13的期望是低迷的。分析师认为今年的机型只是一个临时步骤--远不如首款包含 5G 连接的 iPhone 12 重要。但与 iPhone 11 的情况一样，有理由认为华尔街低估了 iPhone 13 的需求。特别是，有报道称中国对新手机的需求创历史新高，为 12 月份季度潜在的盈利惊喜埋下了伏笔。</blockquote></p><p> Meanwhile, Apple got an unexpected boost on the legal front last week when a federal appeals court issued a stay, pending appeal, of a lower-court ruling that would have forced Apple to let developers include alternatives to Apple’s own payment system for in-app purchases. The three-judge panel for the Ninth Circuit found that Apple has demonstrated “serious questions” about the lower court’s finding that Apple violates California’s unfair competition law. Resolution of Apple’s appeal in the case could now drag on for months, or years—and the longer the delay, the better for Apple, which would rather keep the status quo.</p><p><blockquote>与此同时，苹果上周在法律方面得到了意想不到的推动，联邦上诉法院发布了一项下级法院裁决的暂缓执行令，等待上诉，该裁决将迫使苹果允许开发商在应用内购买时加入苹果自己的支付系统的替代方案。第九巡回法院的三名法官组成的合议庭认为，苹果对下级法院认定苹果违反加州不正当竞争法提出了 “严重质疑”。苹果在此案中的上诉解决现在可能会拖延数月甚至数年--拖延的时间越长，对苹果越有利，因为它宁愿维持现状。</blockquote></p><p> Perhaps most important, Wall Street in the past few weeks has begun to factor in two yet-to-be-announced new product categories—augmented- and virtual-reality headsets and autonomous vehicles—to its Apple financial and valuation models.</p><p><blockquote>也许最重要的是，华尔街在过去几周开始将两个尚未宣布的新产品类别——增强和虚拟现实耳机以及自动驾驶汽车——纳入其苹果财务和估值模型。</blockquote></p><p> For instance, Morgan Stanley analyst Katy Huberty last week reiterated an Overweight rating on Apple shares, lifting her price target on the stock to $200, from $165; the new target implies a potential valuation of $3.3 trillion. For the near term, she says, iPhone sales and App Store activity should surprise to the upside. But she also contends that the time has come to start pricing new products into the mix.</p><p><blockquote>例如，摩根士丹利分析师凯蒂·休伯蒂 (Katy Huberty) 上周重申了苹果股票的跑赢大盘评级，将该股目标价从 165 美元上调至 200 美元；新目标意味着潜在估值为 3.3 万亿美元。她表示，短期内，iPhone 销量和 App Store 活动应该会出人意料地好转。但她也认为，现在是开始为新产品定价的时候了。</blockquote></p><p> “Apple shares don’t seem to bake in the impact from upcoming new product launches,” despite a consistent record of innovation, Huberty asserts in a research note. She points out that Apple has rallied nearly 500% over the past five years—about quintuple the return on the S&amp;P 500—in a period when iPhone revenue grew just 40%. The explanation for that divergence, she says, is that Apple has been innovating in other areas.</p><p><blockquote>“休伯蒂在一份研究报告中断言：”尽管苹果的创新记录始终如一，但其股价似乎并没有受到即将推出的新产品的影响。她指出，苹果在过去五年中上涨了近 500%，大约是标普500回报率的五倍，而 iPhone 收入仅增长了 40%。她说，造成这种差异的原因是苹果一直在其他领域进行创新。</blockquote></p><p> Apple built a wearables business, including the Apple Watch, that generates $38 billion a year in revenue, the size of a Fortune 120 company. And the Apple services business now produces nearly $70 billion a year in revenue, doubling over the past four years. As Apple gets closer to launches in AR/VR headsets and cars, Huberty concludes, those should be reflected in the company’s valuation.</p><p><blockquote>苹果建立了包括苹果手表在内的可穿戴设备业务，每年产生 380 亿美元的收入，相当于一家财富 120 强公司的规模。苹果服务业务目前每年产生近 700 亿美元的收入，比过去四年翻了一番。休伯蒂总结说，随着苹果越来越接近推出 AR/VR 头显和汽车，这些都应该反映在公司的估值中。</blockquote></p><p> The potential is vast. TFI Securities analyst Ming-Chi Kuo, who has been writing a series of research notes on Apple’s future AR/VR headsets, projects the company could sell a billion of the devices over the next 10 years. He thinks the gizmos will eventually cannibalize the iPhone market and become the primary online experience for many.</p><p><blockquote>潜力是巨大的。TFI 证券分析师郭明𫓹一直在撰写一系列关于苹果未来 AR/VR 头显的研究报告，他预计该公司将在未来 10 年内售出 10 亿台这种设备。他认为这些小发明最终将蚕食iPhone市场，并成为许多人的主要在线体验。</blockquote></p><p></p><p> Bernstein analyst Toni Sacconaghi asserted, in a research note last week on Apple’s place in the metaverse, that the hardware access layer to the virtual world is likely to be concentrated among a few large players, as it has for the PC, mobile phone, and tablet markets. Sacconaghi says a rough guess is that AR/VR devices could be 4% of Apple’s revenue in 2030—and over 20% in 2040.</p><p><blockquote>伯恩斯坦分析师托尼-萨科纳吉（Toni Sacconaghi）上周在一份关于苹果在元宇宙中地位的研究报告中断言，虚拟世界的硬件接入层可能会集中在少数几家大型企业手中，就像个人电脑、手机和平板电脑市场一样。萨科纳吉说，粗略估计，到 2030 年，AR/VR 设备可能占苹果收入的 4%，到 2040 年将超过 20%。</blockquote></p><p> In case you’re wondering how this might play out, think back to 2020, when the buzz about the iPhone 12 became almost deafening in the run-up to its launch, driving up Apple’s share price. If and when it becomes clear that Apple is likely to jump into this new market in calendar 2022, the noise level is going to become earsplitting.</p><p><blockquote>如果你想知道这可能会如何发展，请回想一下 2020 年，当时关于 iPhone 12 的热议在发布前夕变得几乎震耳欲聋，推高了苹果的股价。如果苹果很可能在2022年进入这个新市场，噪音水平将变得震耳欲聋。</blockquote></p><p> Mark Zuckerberg may be talking the most about the metaverse, but Tim Cook’s company might just be the big winner here.</p><p><blockquote>马克-扎克伯格（Mark Zuckerberg）可能是元宇宙谈论最多的人，但蒂姆-库克（Tim Cook）的公司可能是这里的大赢家。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apple-stock-market-cap-virtual-reality-51639155227?mod=hp_LEAD_5\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-stock-market-cap-virtual-reality-51639155227?mod=hp_LEAD_5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118643418","content_text":"Apple shares have been on a ferocious tear, up 34% year to date, leaving it less than 5% away from a $3 trillion market capitalization, a milestone never hit by any other public company. The rally includes a startling 18% spurt in just the past four weeks, a period in which the S&P 500 has improved less than 2%.\nIt’s an astonishing performance. Keep in mind that there’s only one other company— Microsoft —with a market cap above $2 trillion, and just three others— Alphabet,Amazon.com,and Tesla —above $1 trillion. Founded in 1976, it took Apple 44 years to reach the $1 trillion level for the first time, in 2018. Two years later, in August 2020, the stock hit $2 trillion. And now just 15 months later, the stock is zeroing in on $3 trillion.\nSo what’s going on here?\nI’d argue that there are at least four reasons why Apple stock (ticker: AAPL) continues to rally to higher highs—and why $3 trillion will eventually look more like the floor than the ceiling.\nFor starters, Apple has become a haven for tech investors in times of turmoil—a flight-to-safety play; digital gold. Apple thrived during the pandemic, with accelerated demand for both Macs and iPads. And it has motored right along as the world begins the complex process of returning to normalcy, powered by iPhone and services growth. Apple continues to innovate, the company has fanatical customer loyalty, and it continues a shareholder-friendly policy of aggressively buying back its own shares. If you had to pick just one tech stock to own for the long haul, many would choose Apple.\nAnalysts continue to report iPhone 13 demand outstripping supply. Parts shortages remain an issue, and Apple warned in reporting September-quarter results that the December quarter would be muffled by an inability to meet demand. But remember that coming into this cycle, Street expectations for iPhone 13 were muted. Analysts saw this year’s model as an interim step—not nearly as important as the iPhone 12, the first to include 5G connectivity. But as was the case with the iPhone 11, there is reason to think that the Street has underestimated demand for the iPhone 13. In particular, there have been reports of historically high demand for the new phones in China, setting the stage for a potential December-quarter earnings surprise.\nMeanwhile, Apple got an unexpected boost on the legal front last week when a federal appeals court issued a stay, pending appeal, of a lower-court ruling that would have forced Apple to let developers include alternatives to Apple’s own payment system for in-app purchases. The three-judge panel for the Ninth Circuit found that Apple has demonstrated “serious questions” about the lower court’s finding that Apple violates California’s unfair competition law. Resolution of Apple’s appeal in the case could now drag on for months, or years—and the longer the delay, the better for Apple, which would rather keep the status quo.\nPerhaps most important, Wall Street in the past few weeks has begun to factor in two yet-to-be-announced new product categories—augmented- and virtual-reality headsets and autonomous vehicles—to its Apple financial and valuation models.\nFor instance, Morgan Stanley analyst Katy Huberty last week reiterated an Overweight rating on Apple shares, lifting her price target on the stock to $200, from $165; the new target implies a potential valuation of $3.3 trillion. For the near term, she says, iPhone sales and App Store activity should surprise to the upside. But she also contends that the time has come to start pricing new products into the mix.\n“Apple shares don’t seem to bake in the impact from upcoming new product launches,” despite a consistent record of innovation, Huberty asserts in a research note. She points out that Apple has rallied nearly 500% over the past five years—about quintuple the return on the S&P 500—in a period when iPhone revenue grew just 40%. The explanation for that divergence, she says, is that Apple has been innovating in other areas.\nApple built a wearables business, including the Apple Watch, that generates $38 billion a year in revenue, the size of a Fortune 120 company. And the Apple services business now produces nearly $70 billion a year in revenue, doubling over the past four years. As Apple gets closer to launches in AR/VR headsets and cars, Huberty concludes, those should be reflected in the company’s valuation.\nThe potential is vast. TFI Securities analyst Ming-Chi Kuo, who has been writing a series of research notes on Apple’s future AR/VR headsets, projects the company could sell a billion of the devices over the next 10 years. He thinks the gizmos will eventually cannibalize the iPhone market and become the primary online experience for many.\nBernstein analyst Toni Sacconaghi asserted, in a research note last week on Apple’s place in the metaverse, that the hardware access layer to the virtual world is likely to be concentrated among a few large players, as it has for the PC, mobile phone, and tablet markets. Sacconaghi says a rough guess is that AR/VR devices could be 4% of Apple’s revenue in 2030—and over 20% in 2040.\nIn case you’re wondering how this might play out, think back to 2020, when the buzz about the iPhone 12 became almost deafening in the run-up to its launch, driving up Apple’s share price. If and when it becomes clear that Apple is likely to jump into this new market in calendar 2022, the noise level is going to become earsplitting.\nMark Zuckerberg may be talking the most about the metaverse, but Tim Cook’s company might just be the big winner here.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605758673,"gmtCreate":1639270565991,"gmtModify":1639270566099,"author":{"id":"3579773886231596","authorId":"3579773886231596","name":"Sling1331","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579773886231596","authorIdStr":"3579773886231596"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605758673","repostId":"1133027099","repostType":4,"repost":{"id":"1133027099","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639152670,"share":"https://www.laohunote.com/m/news/1133027099?lang=zh_CN&edition=full","pubTime":"2021-12-11 00:11","market":"us","language":"en","title":"Sea Ltd stock dropped more than 5% in morning trading<blockquote>Sea Ltd 股价早盘下跌超过 5%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133027099","media":"Tiger Newspress","summary":"Sea Ltd stock dropped more than 5% in morning trading.","content":"<p>Sea Ltd stock dropped more than 5% in morning trading.</p><p><blockquote>Sea Ltd 股价在早盘交易中下跌超过 5%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f6295277426435ac2c7135ba73dfbdef\" tg-width=\"840\" tg-height=\"470\" 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; 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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\">\nSea Ltd stock dropped more than 5% in morning trading<blockquote>Sea Ltd 股价早盘下跌超过 5%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-11 00:11</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Sea Ltd stock dropped more than 5% in morning trading.</p><p><blockquote>Sea Ltd 股价在早盘交易中下跌超过 5%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f6295277426435ac2c7135ba73dfbdef\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133027099","content_text":"Sea Ltd stock dropped more than 5% in morning trading.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":1242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605294047,"gmtCreate":1639178312787,"gmtModify":1639178312900,"author":{"id":"3579773886231596","authorId":"3579773886231596","name":"Sling1331","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579773886231596","authorIdStr":"3579773886231596"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605294047","repostId":"1133027099","repostType":2,"repost":{"id":"1133027099","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639152670,"share":"https://www.laohunote.com/m/news/1133027099?lang=zh_CN&edition=full","pubTime":"2021-12-11 00:11","market":"us","language":"en","title":"Sea Ltd stock dropped more than 5% in morning trading<blockquote>Sea Ltd 股价早盘下跌超过 5%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133027099","media":"Tiger Newspress","summary":"Sea Ltd stock dropped more than 5% in morning trading.","content":"<p>Sea Ltd stock dropped more than 5% in morning trading.</p><p><blockquote>Sea Ltd 股价在早盘交易中下跌超过 5%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f6295277426435ac2c7135ba73dfbdef\" tg-width=\"840\" tg-height=\"470\" 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>Sea Ltd stock dropped more than 5% in morning trading<blockquote>Sea Ltd 股价早盘下跌超过 5%</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\">\nSea Ltd stock dropped more than 5% in morning trading<blockquote>Sea Ltd 股价早盘下跌超过 5%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-11 00:11</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Sea Ltd stock dropped more than 5% in morning trading.</p><p><blockquote>Sea Ltd 股价在早盘交易中下跌超过 5%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f6295277426435ac2c7135ba73dfbdef\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133027099","content_text":"Sea Ltd stock dropped more than 5% in morning trading.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":1275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602836509,"gmtCreate":1639005912417,"gmtModify":1639005912417,"author":{"id":"3579773886231596","authorId":"3579773886231596","name":"Sling1331","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579773886231596","authorIdStr":"3579773886231596"},"themes":[],"title":"","htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602836509","repostId":"1161444269","repostType":4,"repost":{"id":"1161444269","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638977215,"share":"https://www.laohunote.com/m/news/1161444269?lang=zh_CN&edition=full","pubTime":"2021-12-08 23:26","market":"us","language":"en","title":"Apple shares rose nearly 2% to a new high<blockquote>苹果股价上涨近2%创新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1161444269","media":"Tiger Newspress","summary":"Apple shares rose nearly 2% to a new high in morning trading.","content":"<p>Apple shares rose nearly 2% to a new high&nbsp;in morning trading.</p><p><blockquote>苹果股价在早盘交易中上涨近2%，创下新高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9a9f5fdc1cb0a898675c515a39de7611\" tg-width=\"840\" tg-height=\"470\" 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>Apple shares rose nearly 2% to a new high<blockquote>苹果股价上涨近2%创新高</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple shares rose nearly 2% to a new high<blockquote>苹果股价上涨近2%创新高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-08 23:26</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple shares rose nearly 2% to a new high&nbsp;in morning trading.</p><p><blockquote>苹果股价在早盘交易中上涨近2%，创下新高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9a9f5fdc1cb0a898675c515a39de7611\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161444269","content_text":"Apple shares rose nearly 2% to a new high in morning trading.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606471090,"gmtCreate":1638924051053,"gmtModify":1638924051053,"author":{"id":"3579773886231596","authorId":"3579773886231596","name":"Sling1331","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579773886231596","authorIdStr":"3579773886231596"},"themes":[],"title":"","htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/606471090","repostId":"2189719656","repostType":4,"isVote":1,"tweetType":1,"viewCount":1516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606339031,"gmtCreate":1638833077916,"gmtModify":1638833078585,"author":{"id":"3579773886231596","authorId":"3579773886231596","name":"Sling1331","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579773886231596","authorIdStr":"3579773886231596"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606339031","repostId":"1149885054","repostType":4,"repost":{"id":"1149885054","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638804172,"share":"https://www.laohunote.com/m/news/1149885054?lang=zh_CN&edition=full","pubTime":"2021-12-06 23:22","market":"us","language":"en","title":"DocuSign stock jumped nearly 6% in morning trading<blockquote>DocuSign 股价早盘上涨近 6%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1149885054","media":"Tiger Newspress","summary":"DocuSign stock jumped nearly 6% in morning trading as Cathie Wood's ARK exchange-traded funds bought","content":"<p>DocuSign stock jumped nearly 6% in morning trading&nbsp;as&nbsp;Cathie Wood's ARK exchange-traded funds bought $107.2 million shares of DocuSign on Friday.</p><p><blockquote>DocuSign 股价在早盘交易中上涨近 6%，Cathie Wood 的 ARK 交易所交易基金周五购买了价值 1.072 亿美元的 DocuSign 股票。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1c19636cdf5cb65e600884484408e891\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Cathie Wood's ARK snapped up DocuSign amid 42% nosedive.</p><p><blockquote>Cathie Wood 的 ARK 以 42% 的暴跌抢购了 DocuSign。</blockquote></p><p> Cathie Wood's ARK exchange-traded funds snapped up shares of DocuSign during the 42% nosedive for the online-signature company, according to the firm's disclosures. Led by the&nbsp;ARK Innovation ETF(ARKK), the funds bought $107.2 million shares of DocuSign, while the Innovation ETF sold $124.7 million worth of Tesla&nbsp;shares on Friday.</p><p><blockquote>根据 Cathie Wood 的披露，在在线签名公司 DocuSign 暴跌 42% 期间，该公司的 ARK 交易所交易基金抢购了该公司的股票。在 ARK Innovation ETF (ARKK) 的带领下，这些基金购买了价值 1.072 亿美元的 DocuSign 股票，而 Innovation ETF 周五则出售了价值 1.247 亿美元的特斯拉股票。</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>DocuSign stock jumped nearly 6% in morning trading<blockquote>DocuSign 股价早盘上涨近 6%</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\">\nDocuSign stock jumped nearly 6% in morning trading<blockquote>DocuSign 股价早盘上涨近 6%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-06 23:22</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>DocuSign stock jumped nearly 6% in morning trading&nbsp;as&nbsp;Cathie Wood's ARK exchange-traded funds bought $107.2 million shares of DocuSign on Friday.</p><p><blockquote>DocuSign 股价在早盘交易中上涨近 6%，Cathie Wood 的 ARK 交易所交易基金周五购买了价值 1.072 亿美元的 DocuSign 股票。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1c19636cdf5cb65e600884484408e891\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Cathie Wood's ARK snapped up DocuSign amid 42% nosedive.</p><p><blockquote>Cathie Wood 的 ARK 以 42% 的暴跌抢购了 DocuSign。</blockquote></p><p> Cathie Wood's ARK exchange-traded funds snapped up shares of DocuSign during the 42% nosedive for the online-signature company, according to the firm's disclosures. Led by the&nbsp;ARK Innovation ETF(ARKK), the funds bought $107.2 million shares of DocuSign, while the Innovation ETF sold $124.7 million worth of Tesla&nbsp;shares on Friday.</p><p><blockquote>根据 Cathie Wood 的披露，在在线签名公司 DocuSign 暴跌 42% 期间，该公司的 ARK 交易所交易基金抢购了该公司的股票。在 ARK Innovation ETF (ARKK) 的带领下，这些基金购买了价值 1.072 亿美元的 DocuSign 股票，而 Innovation ETF 周五则出售了价值 1.247 亿美元的特斯拉股票。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DOCU":"Docusign"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149885054","content_text":"DocuSign stock jumped nearly 6% in morning trading as Cathie Wood's ARK exchange-traded funds bought $107.2 million shares of DocuSign on Friday.\n\nCathie Wood's ARK snapped up DocuSign amid 42% nosedive.\nCathie Wood's ARK exchange-traded funds snapped up shares of DocuSign during the 42% nosedive for the online-signature company, according to the firm's disclosures. Led by the ARK Innovation ETF(ARKK), the funds bought $107.2 million shares of DocuSign, while the Innovation ETF sold $124.7 million worth of Tesla shares on Friday.","news_type":1,"symbols_score_info":{"DOCU":0.9}},"isVote":1,"tweetType":1,"viewCount":1315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608187288,"gmtCreate":1638666831350,"gmtModify":1638666836157,"author":{"id":"3579773886231596","authorId":"3579773886231596","name":"Sling1331","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579773886231596","authorIdStr":"3579773886231596"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608187288","repostId":"1174181873","repostType":4,"repost":{"id":"1174181873","kind":"news","pubTimestamp":1638578178,"share":"https://www.laohunote.com/m/news/1174181873?lang=zh_CN&edition=full","pubTime":"2021-12-04 08:36","market":"us","language":"en","title":"US IPO Week Ahead: Digital banking and cloud infrastructure lead a 4 IPO week<blockquote>美国 IPO 周即将到来：数字银行和云基础设施引领 IPO 周 4</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1174181873","media":"renaissancecap...","summary":"The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billi","content":"<p>The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billion.</p><p><blockquote>IPO市场预计将在未来一周回暖，四次IPO计划筹集37亿美元。</blockquote></p><p> Buffett-backed&nbsp;<b>Nu Holdings</b>(NU) plans to raise $2.5 billion at a $41.1 billion market cap. Operating as Nubank, this Brazilian online-only bank was formed in 2013 to launch a no-fees credit card offering with a mobile-first customer experience, but has since expanded to offer various other financial products. Nu has grown rapidly since its inception, with a current base of nearly 50 million customers, though revenue per customer has been falling as its base grows.</p><p><blockquote>巴菲特支持<b>如控股</b>(NU) 计划以 411 亿美元的市值筹集 25 亿美元。这家巴西纯在线银行成立于 2013 年，名为 Nubank，旨在推出免费信用卡产品，提供移动优先的客户体验，但此后已扩展到提供各种其他金融产品。Nu自成立以来发展迅速，目前拥有近5000万客户群，但随着客户群的增长，每位客户的收入一直在下降。</blockquote></p><p> Cloud infrastructure platform&nbsp;<b>HashiCorp</b>(HCP) plans to raise $1.1 billion at a $14.0 billion market cap. This VC-backed company provides a suite of solutions that standardize and automate the provisioning, securing, connecting, and running of cloud infrastructure at scale. While it has demonstrated rapid growth and a sticky customer base, HashiCorp is highly unprofitable due to S&amp;M spend.</p><p><blockquote>云基础设施平台<b>哈希公司</b>(HCP) 计划以 140 亿美元的市值筹集 11 亿美元。这家由风险投资支持的公司提供了一套解决方案，可以大规模标准化和自动化云基础设施的配置、保护、连接和运行。虽然 HashiCorp 表现出快速增长和粘性客户群，但由于 S&amp;M 支出，HashiCorp 高度无利可图。</blockquote></p><p> Cannabis finance REIT&nbsp;<b>Chicago Atlantic Real Estate Finance</b>(REFI) plans to raise $106 million at a $296 million market cap. This newly-formed REIT is focused on originating, structuring, and investing in first mortgage loans and alternative structured financings secured by commercial real estate properties. Its current portfolio consists of senior loans to state-licensed operators in the cannabis industry.</p><p><blockquote>大麻金融房地产投资信托基金<b>芝加哥大西洋房地产金融</b>(REFI) 计划以 2.96 亿美元的市值筹集 1.06 亿美元。这个新成立的房地产投资信托基金专注于发起、构建和投资第一抵押贷款和由商业房地产担保的替代结构性融资。其目前的投资组合包括向大麻行业国家许可运营商提供的高级贷款。</blockquote></p><p> Canadian gold exploration company&nbsp;<b>Austin Gold</b>(AUST) plans to raise $15 million at a $64 million market cap. This Canadian gold exploration company currently has interests in four properties located in the state of Nevada, with just one property that it considers material at this time. Austin Gold has not generated any operating revenues to date.</p><p><blockquote>加拿大黄金勘探公司<b>奥斯汀黄金</b>(AUST) 计划以 6400 万美元的市值筹集 1500 万美元。这家加拿大黄金勘探公司目前在内华达州的四处矿产中拥有权益，目前只有一处矿产被认为是重要的。奥斯汀黄金公司迄今为止尚未产生任何营业收入。</blockquote></p><p></p>","source":"lsy1619493174116","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>US IPO Week Ahead: Digital banking and cloud infrastructure lead a 4 IPO week<blockquote>美国 IPO 周即将到来：数字银行和云基础设施引领 IPO 周 4</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\">\nUS IPO Week Ahead: Digital banking and cloud infrastructure lead a 4 IPO week<blockquote>美国 IPO 周即将到来：数字银行和云基础设施引领 IPO 周 4</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">renaissancecap...</strong><span class=\"h-time small\">2021-12-04 08:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billion.</p><p><blockquote>IPO市场预计将在未来一周回暖，四次IPO计划筹集37亿美元。</blockquote></p><p> Buffett-backed&nbsp;<b>Nu Holdings</b>(NU) plans to raise $2.5 billion at a $41.1 billion market cap. Operating as Nubank, this Brazilian online-only bank was formed in 2013 to launch a no-fees credit card offering with a mobile-first customer experience, but has since expanded to offer various other financial products. Nu has grown rapidly since its inception, with a current base of nearly 50 million customers, though revenue per customer has been falling as its base grows.</p><p><blockquote>巴菲特支持<b>如控股</b>(NU) 计划以 411 亿美元的市值筹集 25 亿美元。这家巴西纯在线银行成立于 2013 年，名为 Nubank，旨在推出免费信用卡产品，提供移动优先的客户体验，但此后已扩展到提供各种其他金融产品。Nu自成立以来发展迅速，目前拥有近5000万客户群，但随着客户群的增长，每位客户的收入一直在下降。</blockquote></p><p> Cloud infrastructure platform&nbsp;<b>HashiCorp</b>(HCP) plans to raise $1.1 billion at a $14.0 billion market cap. This VC-backed company provides a suite of solutions that standardize and automate the provisioning, securing, connecting, and running of cloud infrastructure at scale. While it has demonstrated rapid growth and a sticky customer base, HashiCorp is highly unprofitable due to S&amp;M spend.</p><p><blockquote>云基础设施平台<b>哈希公司</b>(HCP) 计划以 140 亿美元的市值筹集 11 亿美元。这家由风险投资支持的公司提供了一套解决方案，可以大规模标准化和自动化云基础设施的配置、保护、连接和运行。虽然 HashiCorp 表现出快速增长和粘性客户群，但由于 S&amp;M 支出，HashiCorp 高度无利可图。</blockquote></p><p> Cannabis finance REIT&nbsp;<b>Chicago Atlantic Real Estate Finance</b>(REFI) plans to raise $106 million at a $296 million market cap. This newly-formed REIT is focused on originating, structuring, and investing in first mortgage loans and alternative structured financings secured by commercial real estate properties. Its current portfolio consists of senior loans to state-licensed operators in the cannabis industry.</p><p><blockquote>大麻金融房地产投资信托基金<b>芝加哥大西洋房地产金融</b>(REFI) 计划以 2.96 亿美元的市值筹集 1.06 亿美元。这个新成立的房地产投资信托基金专注于发起、构建和投资第一抵押贷款和由商业房地产担保的替代结构性融资。其目前的投资组合包括向大麻行业国家许可运营商提供的高级贷款。</blockquote></p><p> Canadian gold exploration company&nbsp;<b>Austin Gold</b>(AUST) plans to raise $15 million at a $64 million market cap. This Canadian gold exploration company currently has interests in four properties located in the state of Nevada, with just one property that it considers material at this time. Austin Gold has not generated any operating revenues to date.</p><p><blockquote>加拿大黄金勘探公司<b>奥斯汀黄金</b>(AUST) 计划以 6400 万美元的市值筹集 1500 万美元。这家加拿大黄金勘探公司目前在内华达州的四处矿产中拥有权益，目前只有一处矿产被认为是重要的。奥斯汀黄金公司迄今为止尚未产生任何营业收入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/89235/US-IPO-Week-Ahead-Digital-banking-and-cloud-infrastructure-lead-a-4-IPO-wee\">renaissancecap...</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":{"NU":"Nu Holdings Ltd.","REFI":"Chicago Atlantic Real Estate Finance, Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/89235/US-IPO-Week-Ahead-Digital-banking-and-cloud-infrastructure-lead-a-4-IPO-wee","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174181873","content_text":"The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billion.\nBuffett-backed Nu Holdings(NU) plans to raise $2.5 billion at a $41.1 billion market cap. Operating as Nubank, this Brazilian online-only bank was formed in 2013 to launch a no-fees credit card offering with a mobile-first customer experience, but has since expanded to offer various other financial products. Nu has grown rapidly since its inception, with a current base of nearly 50 million customers, though revenue per customer has been falling as its base grows.\nCloud infrastructure platform HashiCorp(HCP) plans to raise $1.1 billion at a $14.0 billion market cap. This VC-backed company provides a suite of solutions that standardize and automate the provisioning, securing, connecting, and running of cloud infrastructure at scale. While it has demonstrated rapid growth and a sticky customer base, HashiCorp is highly unprofitable due to S&M spend.\nCannabis finance REIT Chicago Atlantic Real Estate Finance(REFI) plans to raise $106 million at a $296 million market cap. This newly-formed REIT is focused on originating, structuring, and investing in first mortgage loans and alternative structured financings secured by commercial real estate properties. Its current portfolio consists of senior loans to state-licensed operators in the cannabis industry.\nCanadian gold exploration company Austin Gold(AUST) plans to raise $15 million at a $64 million market cap. This Canadian gold exploration company currently has interests in four properties located in the state of Nevada, with just one property that it considers material at this time. Austin Gold has not generated any operating revenues to 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stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638977215,"share":"https://www.laohunote.com/m/news/1161444269?lang=zh_CN&edition=full","pubTime":"2021-12-08 23:26","market":"us","language":"en","title":"Apple shares rose nearly 2% to a new high<blockquote>苹果股价上涨近2%创新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1161444269","media":"Tiger Newspress","summary":"Apple shares rose nearly 2% to a new high in morning trading.","content":"<p>Apple shares rose nearly 2% to a new high&nbsp;in morning trading.</p><p><blockquote>苹果股价在早盘交易中上涨近2%，创下新高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9a9f5fdc1cb0a898675c515a39de7611\" tg-width=\"840\" tg-height=\"470\" 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>Apple shares rose nearly 2% to a new high<blockquote>苹果股价上涨近2%创新高</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple shares rose nearly 2% to a new high<blockquote>苹果股价上涨近2%创新高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-08 23:26</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple shares rose nearly 2% to a new high&nbsp;in morning trading.</p><p><blockquote>苹果股价在早盘交易中上涨近2%，创下新高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9a9f5fdc1cb0a898675c515a39de7611\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161444269","content_text":"Apple shares rose nearly 2% to a new high in morning trading.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849072746,"gmtCreate":1635721257307,"gmtModify":1635721257307,"author":{"id":"3579773886231596","authorId":"3579773886231596","name":"Sling1331","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579773886231596","idStr":"3579773886231596"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/849072746","repostId":"2179225125","repostType":4,"isVote":1,"tweetType":1,"viewCount":888,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693045450,"gmtCreate":1639954614228,"gmtModify":1639954614228,"author":{"id":"3579773886231596","authorId":"3579773886231596","name":"Sling1331","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579773886231596","idStr":"3579773886231596"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693045450","repostId":"1130704419","repostType":4,"repost":{"id":"1130704419","kind":"news","pubTimestamp":1639953553,"share":"https://www.laohunote.com/m/news/1130704419?lang=zh_CN&edition=full","pubTime":"2021-12-20 06:39","market":"us","language":"en","title":"Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>耐克、美光、黑莓、CarMax 和其他投资者本周值得关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1130704419","media":"Barrons","summary":"Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.It will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.On Thursday, the Bureau of Economic Analysis reports per","content":"<p>Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday&nbsp;break,Nike&nbsp;and&nbsp;Micron Technology&nbsp;report on Monday,BlackBerry&nbsp;and&nbsp;General Mills&nbsp;on Tuesday, and&nbsp;CarMax,Cintas,and&nbsp;Paychex&nbsp;on Wednesday.</p><p><blockquote>世界各地的股票和债券市场将于周五休市，以纪念圣诞节。假期前，耐克和美光科技周一发布报告，黑莓和通用磨坊周二发布报告，CarMax、Cintas 和 Paychex 周三发布报告。</blockquote></p><p> It will be a busy week of economic data releases. On Monday, the&nbsp;Conference Board publishes its Leading Economic Index for November, followed&nbsp;by its Consumer Confidence Index for December on Wednesday.</p><p><blockquote>这将是经济数据发布繁忙的一周。周一，世界大型企业联合会将发布 11 月份领先经济指数，随后于周三发布 12 月份消费者信心指数。</blockquote></p><p> On Thursday, the&nbsp;Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core&nbsp;PCE price index, is expected to have spiked 4.5% in November.</p><p><blockquote>周四，经济分析局报告了11月份的个人收入和消费支出。消费者收入预计将增长 0.6%，支出预计将增长 0.5%。美联储首选的通胀指标--核心 PCE 价格指数预计将在 11 月份飙升 4.5%。</blockquote></p><p> Also Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.</p><p><blockquote>同样在周四，人口普查局发布了11月份的耐用品报告，这将为经济中的投资支出提供一个窗口。新订单预计将增长2.1%。本周公布的房地产市场指标包括周三公布的 11 月份成屋销售和周四公布的 11 月份新屋销售。</blockquote></p><p> <b>Monday 12/20</b></p><p><blockquote><b>12/20星期一</b></blockquote></p><p> Micron Technology and Nike report quarterly results.</p><p><blockquote>美光科技和耐克公布季度业绩。</blockquote></p><p> <b>The Conference Board</b> releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.</p><p><blockquote><b>会议委员会</b>发布 11 月份领先经济指数。一致估计读数为 119，比 10 月份的水平高出 0.6%。世界大型企业联合会目前预计第四季度国内生产总值增长率为 5%，2022 年增长率将放缓但仍然强劲的 2.6%。</blockquote></p><p> <b>Tuesday 12/21</b></p><p><blockquote><b>12/21星期二</b></blockquote></p><p> BlackBerry,FactSet Research Systems,and General Mills announce earnings.</p><p><blockquote>黑莓、FactSet Research Systems 和通用磨坊公布财报。</blockquote></p><p> <b>Wednesday 12/22</b></p><p><blockquote><b>12月22日星期三</b></blockquote></p><p> <b>The NAR reports</b> existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.</p><p><blockquote><b>NAR报告</b>11月份的成屋销售。经济学家预测，经季节性调整后的年销量为640万套，略高于10月份，是今年年初以来的最高水平。</blockquote></p><p> CarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.</p><p><blockquote>CarMax、Cintas 和 Paychex 在评级举行会议讨论季度业绩。</blockquote></p><p> <b>The Bureau of Economic</b> Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.</p><p><blockquote><b>经济局</b>分析报告了对第三季度 GDP 的第三次也是最终估计。经济学家预测，经季节性调整后的年增长率为 2.1%，与 11 月份的第二次估计值持平。</blockquote></p><p> <b>The Conference Board</b> releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.</p><p><blockquote><b>会议委员会</b>发布12月份消费者信心指数。与 11 月份的数据大致持平，预计读数为 110。由于对价格上涨以及在较小程度上对 Covid-19 变种的担忧，该指数比今年 6 月达到的疫情后峰值低 15%。</blockquote></p><p> <b>Thursday 12/23</b></p><p><blockquote><b>星期四 12/23</b></blockquote></p><p> <b>The Department of Labor</b> reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.</p><p><blockquote><b>劳工部</b>报告截至 12 月 18 日当周的首次申请失业救济人数。11 月和 12 月平均每周申请失业救济人数为 225,667 人，最终达到大流行前的水平。</blockquote></p><p> <b>The Census Bureau</b> reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.</p><p><blockquote><b>人口普查局</b>报告11月份的新房销售情况。普遍估计，经季节性调整后，每年新单户住宅销量为 77 万套，比 10 月份增加 2.5 万套。10月份售出的新房销售价格中位数为40.77万美元，而平均销售价格为47.78万美元，均创历史新高。</blockquote></p><p> <b>The BEA reports</b> personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.</p><p><blockquote><b>东亚银行报告</b>11月份个人收入和消费支出。经济学家预测收入每月增长0.6%，消费每月增长0.5%。相比之下，10 月份的涨幅分别为 0.5% 和 1.3%。美联储首选的通胀指标--核心 PCE 价格指数 10 月份同比上涨 4.1%，为 1991 年以来的最快增速。预计 11 月份将飙升 4.6%。</blockquote></p><p> <b>The Census Bureau</b> releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.</p><p><blockquote><b>人口普查局</b>发布11月份耐用品报告。耐用制成品新订单预计将增长 2.1%，达到 2656 亿美元。不包括运输，新订单增长0.6%，而10月份增长0.5%。</blockquote></p><p> <b>Friday 12/24</b></p><p><blockquote><b>12/24星期五</b></blockquote></p><p> <b>U.S. equity</b>&nbsp;and fixed-income markets are closed in observance of Christmas.</p><p><blockquote><b>美国股权</b>固定收益市场因圣诞节休市。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>耐克、美光、黑莓、CarMax 和其他投资者本周值得关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>耐克、美光、黑莓、CarMax 和其他投资者本周值得关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-20 06:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday&nbsp;break,Nike&nbsp;and&nbsp;Micron Technology&nbsp;report on Monday,BlackBerry&nbsp;and&nbsp;General Mills&nbsp;on Tuesday, and&nbsp;CarMax,Cintas,and&nbsp;Paychex&nbsp;on Wednesday.</p><p><blockquote>世界各地的股票和债券市场将于周五休市，以纪念圣诞节。假期前，耐克和美光科技周一发布报告，黑莓和通用磨坊周二发布报告，CarMax、Cintas 和 Paychex 周三发布报告。</blockquote></p><p> It will be a busy week of economic data releases. On Monday, the&nbsp;Conference Board publishes its Leading Economic Index for November, followed&nbsp;by its Consumer Confidence Index for December on Wednesday.</p><p><blockquote>这将是经济数据发布繁忙的一周。周一，世界大型企业联合会将发布 11 月份领先经济指数，随后于周三发布 12 月份消费者信心指数。</blockquote></p><p> On Thursday, the&nbsp;Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core&nbsp;PCE price index, is expected to have spiked 4.5% in November.</p><p><blockquote>周四，经济分析局报告了11月份的个人收入和消费支出。消费者收入预计将增长 0.6%，支出预计将增长 0.5%。美联储首选的通胀指标--核心 PCE 价格指数预计将在 11 月份飙升 4.5%。</blockquote></p><p> Also Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.</p><p><blockquote>同样在周四，人口普查局发布了11月份的耐用品报告，这将为经济中的投资支出提供一个窗口。新订单预计将增长2.1%。本周公布的房地产市场指标包括周三公布的 11 月份成屋销售和周四公布的 11 月份新屋销售。</blockquote></p><p> <b>Monday 12/20</b></p><p><blockquote><b>12/20星期一</b></blockquote></p><p> Micron Technology and Nike report quarterly results.</p><p><blockquote>美光科技和耐克公布季度业绩。</blockquote></p><p> <b>The Conference Board</b> releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.</p><p><blockquote><b>会议委员会</b>发布 11 月份领先经济指数。一致估计读数为 119，比 10 月份的水平高出 0.6%。世界大型企业联合会目前预计第四季度国内生产总值增长率为 5%，2022 年增长率将放缓但仍然强劲的 2.6%。</blockquote></p><p> <b>Tuesday 12/21</b></p><p><blockquote><b>12/21星期二</b></blockquote></p><p> BlackBerry,FactSet Research Systems,and General Mills announce earnings.</p><p><blockquote>黑莓、FactSet Research Systems 和通用磨坊公布财报。</blockquote></p><p> <b>Wednesday 12/22</b></p><p><blockquote><b>12月22日星期三</b></blockquote></p><p> <b>The NAR reports</b> existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.</p><p><blockquote><b>NAR报告</b>11月份的成屋销售。经济学家预测，经季节性调整后的年销量为640万套，略高于10月份，是今年年初以来的最高水平。</blockquote></p><p> CarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.</p><p><blockquote>CarMax、Cintas 和 Paychex 在评级举行会议讨论季度业绩。</blockquote></p><p> <b>The Bureau of Economic</b> Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.</p><p><blockquote><b>经济局</b>分析报告了对第三季度 GDP 的第三次也是最终估计。经济学家预测，经季节性调整后的年增长率为 2.1%，与 11 月份的第二次估计值持平。</blockquote></p><p> <b>The Conference Board</b> releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.</p><p><blockquote><b>会议委员会</b>发布12月份消费者信心指数。与 11 月份的数据大致持平，预计读数为 110。由于对价格上涨以及在较小程度上对 Covid-19 变种的担忧，该指数比今年 6 月达到的疫情后峰值低 15%。</blockquote></p><p> <b>Thursday 12/23</b></p><p><blockquote><b>星期四 12/23</b></blockquote></p><p> <b>The Department of Labor</b> reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.</p><p><blockquote><b>劳工部</b>报告截至 12 月 18 日当周的首次申请失业救济人数。11 月和 12 月平均每周申请失业救济人数为 225,667 人，最终达到大流行前的水平。</blockquote></p><p> <b>The Census Bureau</b> reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.</p><p><blockquote><b>人口普查局</b>报告11月份的新房销售情况。普遍估计，经季节性调整后，每年新单户住宅销量为 77 万套，比 10 月份增加 2.5 万套。10月份售出的新房销售价格中位数为40.77万美元，而平均销售价格为47.78万美元，均创历史新高。</blockquote></p><p> <b>The BEA reports</b> personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.</p><p><blockquote><b>东亚银行报告</b>11月份个人收入和消费支出。经济学家预测收入每月增长0.6%，消费每月增长0.5%。相比之下，10 月份的涨幅分别为 0.5% 和 1.3%。美联储首选的通胀指标--核心 PCE 价格指数 10 月份同比上涨 4.1%，为 1991 年以来的最快增速。预计 11 月份将飙升 4.6%。</blockquote></p><p> <b>The Census Bureau</b> releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.</p><p><blockquote><b>人口普查局</b>发布11月份耐用品报告。耐用制成品新订单预计将增长 2.1%，达到 2656 亿美元。不包括运输，新订单增长0.6%，而10月份增长0.5%。</blockquote></p><p> <b>Friday 12/24</b></p><p><blockquote><b>12/24星期五</b></blockquote></p><p> <b>U.S. equity</b>&nbsp;and fixed-income markets are closed in observance of Christmas.</p><p><blockquote><b>美国股权</b>固定收益市场因圣诞节休市。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/nike-micron-blackberry-carmax-and-other-stocks-for-investors-to-watch-this-week-51639944183?mod=hp_LEAD_5\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技",".SPX":"S&P 500 Index",".DJI":"道琼斯","PAYX":"沛齐","GIS":"通用磨坊",".IXIC":"NASDAQ Composite","KMX":"车美仕","CTAS":"信达思"},"source_url":"https://www.barrons.com/articles/nike-micron-blackberry-carmax-and-other-stocks-for-investors-to-watch-this-week-51639944183?mod=hp_LEAD_5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130704419","content_text":"Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.\nIt will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.\nOn Thursday, the Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core PCE price index, is expected to have spiked 4.5% in November.\nAlso Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.\nMonday 12/20\nMicron Technology and Nike report quarterly results.\nThe Conference Board releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.\nTuesday 12/21\nBlackBerry,FactSet Research Systems,and General Mills announce earnings.\nWednesday 12/22\nThe NAR reports existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.\nCarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.\nThe Bureau of Economic Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.\nThe Conference Board releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.\nThursday 12/23\nThe Department of Labor reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.\nThe Census Bureau reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.\nThe BEA reports personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.\nThe Census Bureau releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.\nFriday 12/24\nU.S. equity and fixed-income markets are closed in observance of Christmas.","news_type":1,"symbols_score_info":{"PAYX":0.9,"KMX":0.9,"CTAS":0.9,"MU":0.9,".DJI":0.9,"GIS":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":4073,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606471090,"gmtCreate":1638924051053,"gmtModify":1638924051053,"author":{"id":"3579773886231596","authorId":"3579773886231596","name":"Sling1331","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579773886231596","idStr":"3579773886231596"},"themes":[],"title":"","htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/606471090","repostId":"2189719656","repostType":4,"isVote":1,"tweetType":1,"viewCount":1516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871410728,"gmtCreate":1637104890923,"gmtModify":1637104891027,"author":{"id":"3579773886231596","authorId":"3579773886231596","name":"Sling1331","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579773886231596","idStr":"3579773886231596"},"themes":[],"title":"","htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/871410728","repostId":"2184881094","repostType":4,"isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843972954,"gmtCreate":1635806074833,"gmtModify":1635806074833,"author":{"id":"3579773886231596","authorId":"3579773886231596","name":"Sling1331","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579773886231596","idStr":"3579773886231596"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/843972954","repostId":"2179221955","repostType":4,"isVote":1,"tweetType":1,"viewCount":728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873957431,"gmtCreate":1636850248443,"gmtModify":1636850248443,"author":{"id":"3579773886231596","authorId":"3579773886231596","name":"Sling1331","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579773886231596","idStr":"3579773886231596"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873957431","repostId":"1129543601","repostType":4,"repost":{"id":"1129543601","kind":"news","pubTimestamp":1636770982,"share":"https://www.laohunote.com/m/news/1129543601?lang=zh_CN&edition=full","pubTime":"2021-11-13 10:36","market":"us","language":"en","title":"Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度超出预期，自由现金流增加，提高指引，但抛售创造机会</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129543601","media":"Seeking Alpha","summary":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li>  <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li>  <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li>  <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir 的收入环比增长 36%，同时产生 1.19 亿美元的自由现金流，利润率为 30%。</li><li>Palantir 第三季度商业收入增长 37%，政府收入同比增长 34%，显示出强劲的前瞻性增长趋势。</li><li>Palantir在2021年第三季度完成了54笔交易，合同价值至少为100万美元，其中33笔价值超过500万美元，18笔价值超过1000万美元。</li><li>Palantir 再次上调指引，预计收入同比增长 40%，达到 15.27 亿美元，自由现金流较之前的 3 亿美元增长 4 亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p><p><blockquote>一些投资者喜欢讨厌 Palantir (PLTR)，该公司过去被戏称为黑盒公司，而另一些投资者则绝对喜欢它，因为他们相信 PLTR 的软件是未来。在我之前关于 PLTR 的文章中，我表示，根据 PLTR 目前的收入趋势，他们计划在第三季度实现 3.9941 亿美元的收入，在第四季度实现 4.2322 亿美元的收入。第三季度的共识数字是3.8656亿美元的收入，PLTR在2021年第四季度实现了3.921亿美元的收入，预计为4.18亿美元。随着 PLTR 大幅下跌，盘前市场的反应只不过是一片红海，每次试图填补缺口时，螺旋式下降的下一阶段就开始了。这个消息甚至还没有被消化，但人们决定要么获利了结，要么平仓，要么对 PLTR 失去信心。</blockquote></p><p> What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p><p><blockquote>财报发布有什么不妥之处导致抛售一直徘徊在-9.03%的范围内？PLTR 收入同比增长 36%，第三季度新增 34 名客户，并完成 54 笔价值 100 万美元或以上的交易。PLTR 的剩余交易价值同比增长 50%，达到 36 亿美元，并交付了 1.01 亿美元的运营现金（利润率为 26%）和 1.99 亿美元的自由现金流（利润率为 30%）。PLTR 还提高了 2021 年的指引，因为他们现在预计收入同比增长 40%，而之前预测为 30%，并将自由现金流的预测从 3 亿美元上调至 4 亿美元。除了这些数字之外，PLTR 还宣布了新的产品平台和用例，这些平台和用例在未来具有推动收入和自由现金流的巨大潜力。我相信这次抛售是短暂的，我将其视为买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Seeking Alpha）</span></p></blockquote></p><p> <b>Palantir's revenue continues to expand on both the commercial and government side</b></p><p><blockquote><b>Palantir 的商业和政府收入持续增长</b></blockquote></p><p> Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p><p><blockquote>自PLTR上市以来，他们的商业业务一个又一个季度地扩大。上市五个季度后，PLTR的季度商业收入增加了6200万美元，增幅达55.36%。2021 年第三季度，PLTR 的商业运营收入为 1.74 亿美元，占其季度收入 3.921 亿美元的 44.38%。过去两年，PLTR的第三季度收入增长了85.11%，2020年第三季度同比增长35.11%，2021年第三季度又同比增长37.01%。PLTR 的商业剩余交易价值同比增长 101%，从 2020 年第三季度的 11 亿美元增至 2021 年第三季度的 22 亿美元。商业客户正在邀请PLTR展示他们的软件解决方案，PLTR正在赢得他们的业务。2021 年第三季度，PLTR 净增 34 家新客户，商业客户群环比增长 20%，达到 203 家。过去一年，PLTR 的商业客户群增长了 46.04%，客户数量从 139 家增加到 203 家，增加了 64 家。任何仍然将 PLTR 归类为黑匣子的人都是不准确的，因为商业市场正在了解 PLTR 的软件平台并实施其解决方案以改善运营。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p><p><blockquote>自2020年Q1以来，PLTR的季度收入增加了1.631亿美元（71.23%），平均季度增长率为9.43%。2021 年第三季度，这一趋势保持不变，收入环比增长 1610 万美元，增幅为 4.28%。虽然与 2021 年第二季度的 10.26% 相比，季度收入增长环比略有放缓，但 PLTR 预计其 2021 年第四季度收入将为 4.18 亿美元。PLTR 预计将创造另一项公司纪录，并在年底实现 2590 万美元 (6.61%) 的环比增长。</blockquote></p><p></p><p> The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p><p><blockquote>同样的增长故事也适用于他们过去12个月的总收入（TTM）。过去六个季度，PLTR 的 TTM 收入增加了 6.206 亿美元（76.55%），从 8.106 亿美元增至 14.3 亿美元。平均而言，PLTR 的 TTM 收入增长环比增长 1.0342 亿美元（9.94%）。在2020年第一季度至2020年第三季度，他们的平均环比收入增长为9403万美元，这一数字大幅增长，因为过去三个季度的环比收入都至少增长了1.05亿美元。2021 年第三季度，PLTR 的 TTM 收入增至 14.3 亿美元，环比收入增长 1.068 亿美元（8.06%）。与季度指标一样，PLTR 的 TTM 预计将环比额外增长 9590 万美元，达到 15.27 亿美元，而市场普遍预期为 15.1 亿美元。这将使 PLTR 的年收入同比增长远远超过 30% 的预测，因为到 2021 年，他们的收入将增加 4.3430 亿美元 (39.75%)</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p><p><blockquote>我很震惊PLTR仍然处于亏损状态。PLTR 是一家高增长公司，目前 FCF 为正，并正在扩大其指标。在 2020 年前 9 个月，PLTR 产生了 2.85 亿美元的自由现金流，在 2021 年前 9 个月末，PLTR 交付了 6.05 亿美元的波动，年初至今已产生 3.2 亿美元的自由现金流。PLTR 此前将 2021 年自由现金流指引提高到 300 美元，现在又将其再次提高到 4 亿多美元。在三个月的时间里，PLTR将其自由现金流预测额外增加了33.33%。第三季度，PLTR 的自由现金流利润率为 30%，他们预计 2021 年自由现金流利润率将超过 4 亿美元。至少，这意味着他们将在 2021 年额外增加 8000 万美元的自由现金流。如果 PLTR 实现 15.27 亿美元的收入和 4 亿美元的自由现金流，其 2021 年自由现金流利润率将为 26.2%。PLTR 仍预计到 2025 年年收入同比增长 30%，基于 2021 年 1527 美元的预测，他们 2025 年收入将达到 43.6 亿美元。按照 PLTR 目前的自由现金流利润率，他们将在 2025 年产生 11.4 亿美元的自由现金流。考虑到 PLTR 目前的趋势，如果他们超出预期并同比增长 35%，那么他们 2025 年收入将达到 50.7 亿美元。按照目前的自由现金流利润率，到 2025 年，他们将产生 13.3 亿美元的自由现金流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（资料来源：PLTR）</span></p></blockquote></p><p> PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p><p><blockquote>PLTR正在全力以赴。同比，他们的第三季度收入增长了 36%，他们第二次将自由现金流的指导从 3 亿美元提高到 4 亿多美元，并将年收入增长指导从 30% 提高到约 40%。PLTR 仍维持其未来同比增长 30% 的收入前景，并创造了一些令人印象深刻的利润率。PLTR 第三季度商业收入同比增长 37%，政府收入同比增长 34%。PLTR 在第三季度完成了至少 54 笔价值至少 100 万美元的交易，其中 33 笔收入至少为 500 万美元，18 笔收入至少为 1000 万美元。PLTR 的增长指标令人印象深刻，我预计他们未来将低于承诺并超额完成。</blockquote></p><p> <b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p><p><blockquote><b>Palantir 正在进入两个巨大的新领域：碳排放和加密货币</b></blockquote></p><p> In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p><p><blockquote>过去，我写过关于政府、亚马逊（纳斯达克股票代码：AMZN）和国际商业机器公司（纽约证券交易所股票代码：IBM）未来机会的文章。在今天的财报看涨期权上，PLTR 介绍了有关他们将为碳排放和加密提供的两种新产品的重要信息。</blockquote></p><p></p><p> There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as&nbsp;Exxon Mobil(NYSE:XOM)&nbsp;are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to&nbsp;scrub emissions out of the air&nbsp;and carbonate fuel cells&nbsp;to capture industrial emissions&nbsp;from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p><p><blockquote>美国在气候问题上发生了根本性的转变，拜登总统重新加入了《巴黎协定》，重新参与应对气候变化。到2050年实现整个经济净零排放计划的一部分。最近，拜登总统在苏格兰格拉斯哥举行的联合国气候峰会上承诺，将与欧盟和其他数十个国家合作，到2030年将全球甲烷排放总量减少30%。无论你对气候的立场是什么，都有许多人认为我们需要降低排放，许多国家正在努力实现一个目标。为了遵守规定，埃克森美孚（纽约证券交易所股票代码：XOM）等公司正在与外部组织一起对几项有前途的创新进行长期研究，包括用于清除空气中排放物的直接空气捕获技术和用于捕获工业排放物的碳酸盐燃料电池来自发电厂或制造设施的烟气流。碳排放管理已经是一项蓬勃发展的业务，PLTR 正在 Foundry 上创建一个模块，以显示单个窗格来查看收入、利润率、产量和所有排放，以便公司可以更有效地管理结果。就我个人而言，我相信这对于推动 PLTR 未来的收入具有巨大的潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN)&nbsp;is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p><p><blockquote>PLTR讨论的第二个巨大前景是加密铸造。看起来PLTR正在利用他们的反洗钱和了解客户的专业知识。多年来，PLTR 与多个政府合作，发现全球最大银行的合规问题，并帮助这些银行做出回应并加强其合规计划。这是完全有道理的，当你回到合同时，PLTR已经被美国国税局和美国证券交易委员会授予了（在以前的文章中讨论过）。仅在第三季度，PLTR 就与美国国税局签署了 6 份合同。如果让我猜的话，PLTR的软件会被政府方面的国税局和美国证券交易委员会使用，并被银行和加密货币交易所采用。目前，在过去24小时内，比特币基地（纳斯达克股票代码：COIN）显示比特币（BTC-USD）的交易量为438亿美元。我认为 PLTR 最终将推动其加密货币代工厂的政府和商业合同的未来收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（资料来源：Steven Fiorillo）（数据来源：联邦采购数据库）</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p><p><blockquote>PLTR已经成为市场误解其盈利并在消息大好时抛售消息的又一统计数据。还有人希望PLTR做什么？这是一个出色的季度，第三季度收入同比增长 36%，FCF 达到 1.19 亿美元，利润率为 30%，PLTR 完成了 54 笔交易，每笔交易价值超过 100 万美元。PLTR 超出收入预期，第二次上调全年收入指引，上调自由现金流指引。这是一个关于所有积极因素的卖出消息，这创造了一个买入机会。我将长期持有 PLTR，并计划如果抛售继续的话加仓。</blockquote></p><p> <b>Seeking Alpha Marketplace</b></p><p><blockquote><b>寻求阿尔法市场</b></blockquote></p><p> I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&amp;A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</p><p><blockquote>我将在Seeking Alpha市场上推出一项名为Barbell Capital的订阅服务。杠铃资本将为其成员提供独家研究、模型投资组合、投资工具、问答会议、观察列表和附加功能。我还将有一个实时投资组合，专门用于通过交易、出售看跌期权和出售备兑评级来产生资本。利润将被分配到未来的资本增值投资和股息投资中，以便在我们睡觉时产生收入。</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>Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度超出预期，自由现金流增加，提高指引，但抛售创造机会</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度超出预期，自由现金流增加，提高指引，但抛售创造机会</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\">2021-11-13 10:36</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>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li>  <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li>  <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li>  <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir 的收入环比增长 36%，同时产生 1.19 亿美元的自由现金流，利润率为 30%。</li><li>Palantir 第三季度商业收入增长 37%，政府收入同比增长 34%，显示出强劲的前瞻性增长趋势。</li><li>Palantir在2021年第三季度完成了54笔交易，合同价值至少为100万美元，其中33笔价值超过500万美元，18笔价值超过1000万美元。</li><li>Palantir 再次上调指引，预计收入同比增长 40%，达到 15.27 亿美元，自由现金流较之前的 3 亿美元增长 4 亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p><p><blockquote>一些投资者喜欢讨厌 Palantir (PLTR)，该公司过去被戏称为黑盒公司，而另一些投资者则绝对喜欢它，因为他们相信 PLTR 的软件是未来。在我之前关于 PLTR 的文章中，我表示，根据 PLTR 目前的收入趋势，他们计划在第三季度实现 3.9941 亿美元的收入，在第四季度实现 4.2322 亿美元的收入。第三季度的共识数字是3.8656亿美元的收入，PLTR在2021年第四季度实现了3.921亿美元的收入，预计为4.18亿美元。随着 PLTR 大幅下跌，盘前市场的反应只不过是一片红海，每次试图填补缺口时，螺旋式下降的下一阶段就开始了。这个消息甚至还没有被消化，但人们决定要么获利了结，要么平仓，要么对 PLTR 失去信心。</blockquote></p><p> What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p><p><blockquote>财报发布有什么不妥之处导致抛售一直徘徊在-9.03%的范围内？PLTR 收入同比增长 36%，第三季度新增 34 名客户，并完成 54 笔价值 100 万美元或以上的交易。PLTR 的剩余交易价值同比增长 50%，达到 36 亿美元，并交付了 1.01 亿美元的运营现金（利润率为 26%）和 1.99 亿美元的自由现金流（利润率为 30%）。PLTR 还提高了 2021 年的指引，因为他们现在预计收入同比增长 40%，而之前预测为 30%，并将自由现金流的预测从 3 亿美元上调至 4 亿美元。除了这些数字之外，PLTR 还宣布了新的产品平台和用例，这些平台和用例在未来具有推动收入和自由现金流的巨大潜力。我相信这次抛售是短暂的，我将其视为买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Seeking Alpha）</span></p></blockquote></p><p> <b>Palantir's revenue continues to expand on both the commercial and government side</b></p><p><blockquote><b>Palantir 的商业和政府收入持续增长</b></blockquote></p><p> Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p><p><blockquote>自PLTR上市以来，他们的商业业务一个又一个季度地扩大。上市五个季度后，PLTR的季度商业收入增加了6200万美元，增幅达55.36%。2021 年第三季度，PLTR 的商业运营收入为 1.74 亿美元，占其季度收入 3.921 亿美元的 44.38%。过去两年，PLTR的第三季度收入增长了85.11%，2020年第三季度同比增长35.11%，2021年第三季度又同比增长37.01%。PLTR 的商业剩余交易价值同比增长 101%，从 2020 年第三季度的 11 亿美元增至 2021 年第三季度的 22 亿美元。商业客户正在邀请PLTR展示他们的软件解决方案，PLTR正在赢得他们的业务。2021 年第三季度，PLTR 净增 34 家新客户，商业客户群环比增长 20%，达到 203 家。过去一年，PLTR 的商业客户群增长了 46.04%，客户数量从 139 家增加到 203 家，增加了 64 家。任何仍然将 PLTR 归类为黑匣子的人都是不准确的，因为商业市场正在了解 PLTR 的软件平台并实施其解决方案以改善运营。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p><p><blockquote>自2020年Q1以来，PLTR的季度收入增加了1.631亿美元（71.23%），平均季度增长率为9.43%。2021 年第三季度，这一趋势保持不变，收入环比增长 1610 万美元，增幅为 4.28%。虽然与 2021 年第二季度的 10.26% 相比，季度收入增长环比略有放缓，但 PLTR 预计其 2021 年第四季度收入将为 4.18 亿美元。PLTR 预计将创造另一项公司纪录，并在年底实现 2590 万美元 (6.61%) 的环比增长。</blockquote></p><p></p><p> The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p><p><blockquote>同样的增长故事也适用于他们过去12个月的总收入（TTM）。过去六个季度，PLTR 的 TTM 收入增加了 6.206 亿美元（76.55%），从 8.106 亿美元增至 14.3 亿美元。平均而言，PLTR 的 TTM 收入增长环比增长 1.0342 亿美元（9.94%）。在2020年第一季度至2020年第三季度，他们的平均环比收入增长为9403万美元，这一数字大幅增长，因为过去三个季度的环比收入都至少增长了1.05亿美元。2021 年第三季度，PLTR 的 TTM 收入增至 14.3 亿美元，环比收入增长 1.068 亿美元（8.06%）。与季度指标一样，PLTR 的 TTM 预计将环比额外增长 9590 万美元，达到 15.27 亿美元，而市场普遍预期为 15.1 亿美元。这将使 PLTR 的年收入同比增长远远超过 30% 的预测，因为到 2021 年，他们的收入将增加 4.3430 亿美元 (39.75%)</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p><p><blockquote>我很震惊PLTR仍然处于亏损状态。PLTR 是一家高增长公司，目前 FCF 为正，并正在扩大其指标。在 2020 年前 9 个月，PLTR 产生了 2.85 亿美元的自由现金流，在 2021 年前 9 个月末，PLTR 交付了 6.05 亿美元的波动，年初至今已产生 3.2 亿美元的自由现金流。PLTR 此前将 2021 年自由现金流指引提高到 300 美元，现在又将其再次提高到 4 亿多美元。在三个月的时间里，PLTR将其自由现金流预测额外增加了33.33%。第三季度，PLTR 的自由现金流利润率为 30%，他们预计 2021 年自由现金流利润率将超过 4 亿美元。至少，这意味着他们将在 2021 年额外增加 8000 万美元的自由现金流。如果 PLTR 实现 15.27 亿美元的收入和 4 亿美元的自由现金流，其 2021 年自由现金流利润率将为 26.2%。PLTR 仍预计到 2025 年年收入同比增长 30%，基于 2021 年 1527 美元的预测，他们 2025 年收入将达到 43.6 亿美元。按照 PLTR 目前的自由现金流利润率，他们将在 2025 年产生 11.4 亿美元的自由现金流。考虑到 PLTR 目前的趋势，如果他们超出预期并同比增长 35%，那么他们 2025 年收入将达到 50.7 亿美元。按照目前的自由现金流利润率，到 2025 年，他们将产生 13.3 亿美元的自由现金流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（资料来源：PLTR）</span></p></blockquote></p><p> PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p><p><blockquote>PLTR正在全力以赴。同比，他们的第三季度收入增长了 36%，他们第二次将自由现金流的指导从 3 亿美元提高到 4 亿多美元，并将年收入增长指导从 30% 提高到约 40%。PLTR 仍维持其未来同比增长 30% 的收入前景，并创造了一些令人印象深刻的利润率。PLTR 第三季度商业收入同比增长 37%，政府收入同比增长 34%。PLTR 在第三季度完成了至少 54 笔价值至少 100 万美元的交易，其中 33 笔收入至少为 500 万美元，18 笔收入至少为 1000 万美元。PLTR 的增长指标令人印象深刻，我预计他们未来将低于承诺并超额完成。</blockquote></p><p> <b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p><p><blockquote><b>Palantir 正在进入两个巨大的新领域：碳排放和加密货币</b></blockquote></p><p> In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p><p><blockquote>过去，我写过关于政府、亚马逊（纳斯达克股票代码：AMZN）和国际商业机器公司（纽约证券交易所股票代码：IBM）未来机会的文章。在今天的财报看涨期权上，PLTR 介绍了有关他们将为碳排放和加密提供的两种新产品的重要信息。</blockquote></p><p></p><p> There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as&nbsp;Exxon Mobil(NYSE:XOM)&nbsp;are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to&nbsp;scrub emissions out of the air&nbsp;and carbonate fuel cells&nbsp;to capture industrial emissions&nbsp;from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p><p><blockquote>美国在气候问题上发生了根本性的转变，拜登总统重新加入了《巴黎协定》，重新参与应对气候变化。到2050年实现整个经济净零排放计划的一部分。最近，拜登总统在苏格兰格拉斯哥举行的联合国气候峰会上承诺，将与欧盟和其他数十个国家合作，到2030年将全球甲烷排放总量减少30%。无论你对气候的立场是什么，都有许多人认为我们需要降低排放，许多国家正在努力实现一个目标。为了遵守规定，埃克森美孚（纽约证券交易所股票代码：XOM）等公司正在与外部组织一起对几项有前途的创新进行长期研究，包括用于清除空气中排放物的直接空气捕获技术和用于捕获工业排放物的碳酸盐燃料电池来自发电厂或制造设施的烟气流。碳排放管理已经是一项蓬勃发展的业务，PLTR 正在 Foundry 上创建一个模块，以显示单个窗格来查看收入、利润率、产量和所有排放，以便公司可以更有效地管理结果。就我个人而言，我相信这对于推动 PLTR 未来的收入具有巨大的潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN)&nbsp;is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p><p><blockquote>PLTR讨论的第二个巨大前景是加密铸造。看起来PLTR正在利用他们的反洗钱和了解客户的专业知识。多年来，PLTR 与多个政府合作，发现全球最大银行的合规问题，并帮助这些银行做出回应并加强其合规计划。这是完全有道理的，当你回到合同时，PLTR已经被美国国税局和美国证券交易委员会授予了（在以前的文章中讨论过）。仅在第三季度，PLTR 就与美国国税局签署了 6 份合同。如果让我猜的话，PLTR的软件会被政府方面的国税局和美国证券交易委员会使用，并被银行和加密货币交易所采用。目前，在过去24小时内，比特币基地（纳斯达克股票代码：COIN）显示比特币（BTC-USD）的交易量为438亿美元。我认为 PLTR 最终将推动其加密货币代工厂的政府和商业合同的未来收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（资料来源：Steven Fiorillo）（数据来源：联邦采购数据库）</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p><p><blockquote>PLTR已经成为市场误解其盈利并在消息大好时抛售消息的又一统计数据。还有人希望PLTR做什么？这是一个出色的季度，第三季度收入同比增长 36%，FCF 达到 1.19 亿美元，利润率为 30%，PLTR 完成了 54 笔交易，每笔交易价值超过 100 万美元。PLTR 超出收入预期，第二次上调全年收入指引，上调自由现金流指引。这是一个关于所有积极因素的卖出消息，这创造了一个买入机会。我将长期持有 PLTR，并计划如果抛售继续的话加仓。</blockquote></p><p> <b>Seeking Alpha Marketplace</b></p><p><blockquote><b>寻求阿尔法市场</b></blockquote></p><p> I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&amp;A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</p><p><blockquote>我将在Seeking Alpha市场上推出一项名为Barbell Capital的订阅服务。杠铃资本将为其成员提供独家研究、模型投资组合、投资工具、问答会议、观察列表和附加功能。我还将有一个实时投资组合，专门用于通过交易、出售看跌期权和出售备兑评级来产生资本。利润将被分配到未来的资本增值投资和股息投资中，以便在我们睡觉时产生收入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity\">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":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129543601","content_text":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.\nPalantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.\nPalantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.\nPalantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.\n\nAndreas Rentz/Getty Images Entertainment\nSome investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.\nWhat wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.\n(Source: Seeking Alpha)\nPalantir's revenue continues to expand on both the commercial and government side\nQuarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.\n(Source: Steven Fiorillo) (Data Source: Palantir)\nSince Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.\nThe same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)\n(Source: Steven Fiorillo) (Data Source: Palantir)\nI am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.\n(Source: PLTR)\nPLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.\nPalantir is entering two new sectors that are going to be huge, carbon emissions, and crypto\nIn the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.\nThere has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as Exxon Mobil(NYSE:XOM) are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to scrub emissions out of the air and carbonate fuel cells to capture industrial emissions from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.\n(Source: Palantir)\nThe second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN) is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.\n(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)\n(Source: Palantir)\nConclusion\nPLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.\nSeeking Alpha Marketplace\nI will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699872288,"gmtCreate":1639786731939,"gmtModify":1639786732078,"author":{"id":"3579773886231596","authorId":"3579773886231596","name":"Sling1331","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579773886231596","idStr":"3579773886231596"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699872288","repostId":"2192597562","repostType":4,"isVote":1,"tweetType":1,"viewCount":4100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}