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NatYong

NatYong

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2021-09-28

Analysts have trimmed Micron stock targets ahead of the earnings.

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2021-08-28

A golden opportunity for investors to add a rapidly growing company to their portfolios at an attractive valuation.

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2021-07-29

Investors have been worried about how rising inflation and a spike in COVID-19 cases might impact the central bank’s plan to potentially start withdrawing its stimulus.

S&P 500 ends off day's lows; Powell says Fed still a ways away from rate hikes<blockquote>标普500结束当日低点；鲍威尔表示美联储距离加息还有一段路要走</blockquote>

2021-11-19

Foot Locker shares rose 3.2% to $59.40 in after-hours trading.

5 Stocks To Watch For November 19, 2021<blockquote>2021 年 11 月 19 日值得关注的 5 只股票</blockquote>

2021-12-12

I will keep the potential company share

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2021-09-11

this chipmaker still has plenty of room to grow its business, especially in the data center space.

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2021-07-31

Big tech stocks keep getting bigger. Their market caps, not so much.

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2021-12-24

Up up up

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2021-12-15

Up up up

Vaccine stocks rose sharply in morning trading, with Vir technology rising over 15% and Novavax rising over 4%<blockquote>疫苗股早盘大涨，Vir technology涨超15%，Novavax涨超4%</blockquote>

2021-11-13

[保佑] [保佑] [保佑]

Nvidia shares fell nearly 2% in morning trading<blockquote>英伟达股价早盘下跌近 2%</blockquote>

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[Doubt] [Doubt]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696745810","repostId":"1165602072","repostType":4,"repost":{"id":"1165602072","kind":"news","pubTimestamp":1640777904,"share":"https://www.laohunote.com/m/news/1165602072?lang=zh_CN&edition=full","pubTime":"2021-12-29 19:38","market":"us","language":"en","title":"ContextLogic Stock Could Have One Last Spike Left, But Don’t Count on It<blockquote>ContextLogic 股票可能还有最后一次飙升，但不要指望它</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1165602072","media":"InvestorPlace","summary":"Before betting on WISH stock, remember that speculators have lost big on ContextLogic","content":"<p><div> Meme stocks took the market by storm at the start of the year only to peak by February 2021. On Reddit’s subgroup, WallStreetBets (or WSB),ContextLogic(NASDAQ:WISH) stock defied reality when “wish” ...</p><p><blockquote><div>模因股票在年初席卷市场，直到 2021 年 2 月才达到顶峰。在 Reddit 的子组 WallStreetBets（或 WSB）上，ContextLogic（纳斯达克股票代码：WISH）的股票在 “WISH” ...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/wish-stock-could-have-one-last-spike-left-but-dont-count-on-it/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/wish-stock-could-have-one-last-spike-left-but-dont-count-on-it/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","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>ContextLogic Stock Could Have One Last Spike Left, But Don’t Count on It<blockquote>ContextLogic 股票可能还有最后一次飙升，但不要指望它</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\">\nContextLogic Stock Could Have One Last Spike Left, But Don’t Count on It<blockquote>ContextLogic 股票可能还有最后一次飙升，但不要指望它</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-29 19:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Meme stocks took the market by storm at the start of the year only to peak by February 2021. On Reddit’s subgroup, WallStreetBets (or WSB),ContextLogic(NASDAQ:WISH) stock defied reality when “wish” ...</p><p><blockquote><div>模因股票在年初席卷市场，直到 2021 年 2 月才达到顶峰。在 Reddit 的子组 WallStreetBets（或 WSB）上，ContextLogic（纳斯达克股票代码：WISH）的股票在 “WISH” ...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/wish-stock-could-have-one-last-spike-left-but-dont-count-on-it/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/wish-stock-could-have-one-last-spike-left-but-dont-count-on-it/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/12/wish-stock-could-have-one-last-spike-left-but-dont-count-on-it/\">InvestorPlace</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://investorplace.com/2021/12/wish-stock-could-have-one-last-spike-left-but-dont-count-on-it/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165602072","content_text":"Meme stocks took the market by storm at the start of the year only to peak by February 2021. On Reddit’s subgroup, WallStreetBets (or WSB),ContextLogic(NASDAQ:WISH) stock defied reality when “wish” became a meme play.Wishing WISH stock would become the next Amazon.com(NASDAQ:AMZN) ended in disappointment. Had WSB members shopped on the site, they would have realized the e-commerce firm did not have a moat.When the lockdown due to the pandemic eased, ContextLogic lost its momentum. Shoppers who had a poor experience buying goods from the site did not return. Flush with cash from going public, the company boldly declared it would invest in the business.WISH shares have one last, albiet remote, chance of spiking higher. After tax-loss selling, re-introductions of a partial lockdown could invite speculators to bet on the stock again.WISH Stock Hurt By Q3 ResultsIn the third quarter, ContextLogic reported a loss of 10 cents a share. Revenue slumped by 39.3% year-on-year to $368 million.Management implied its outlook is unclear, so it did not provide fourth-quarter revenue guidance. It knew enough to admit that revenue will fall below Q3 results despite the seasonally strong holiday period.ContextLogic said ongoing reductions in ad spending in Q4, compared to Q3, will hurt revenue. It already experienced a 20% drop in revenue in Q4 through the end of October. Investors should expect a negative adjusted EBITDA in the range of a $30 million to $35 million loss.Last month, Chief Executive Officer and company founder Piotr Szulczewski said he would step down but remain on the board. He laid the groundwork to grow Wish into a global e-commerce marketplace.At a $2.2 billion market capitalization, the firm needs a seasoned veteran to grow the company from here.Wish needs to reverse the monthly average user declines without depending on expensive advertising spending. It needs to strengthen its moat or risk losing to the bigger ecommerce players in the market.For example, local pickup and local return could give customers a better experience than delivery. They could save on shipping costs compared to buying on eBay(NASDAQ:EBAY) or Amazon.com.Wish is maximizing cost synergies related to its ship-to-home network. It is expanding its local logistic network. Already, 10% of its total orders are coming from local networks. In some countries, it is significant at 40%.The firm needs to report higher network usage. Once it achieves economies of scale, it will cut its costs while increasing customer satisfaction.Risks AboundLocal pickup will serve as a moat for Wish if competitors face higher delivery costs. The company still needs to hold sellers accountable for offering quality products. They need to give customers a better return policy.If returns take too long to process or sellers fail to honor refunds, Wish will lose its customer’s trust.In 2022, Wish may potentially reverse its adjusted EBITDA losses and turn a profit. Executives said on the conference call that they will invest in the business to improve the buyer experience. Still, it offered few details on what it will do to give a better shopping experience for customers.After the stock collapsed from February highs, ContextLogic could buy back shares to lower the share float. Although it has higher expenses ahead required for operations, it also ended the quarter with $1.07 billion in cash and cash equivalents.The bearish short float is almost 12%. A modest stock buyback would squeeze short-sellers and send the stock higher.WSB speculators who sold the stock to book losses may buy the stock back. WISH shares could rally back to around $4.00 at the 50-day moving average.In an unlikely scenario, thousands of WSB members could bid the stock to the 200-day simple moving average at around $8.00. WSB’s member count grew by almost 500,000 users in the last few months to 11.4 million. It will take only a few hundred buyers on WISH shares to send the stock higher, albeit briefly.Your TakeawayContextLogic has a very bearish chart. The stock peaked at $32.85. When it found support at $8.00 in May, meme traders sent Wish shares to over $14.00.The stock trended lower since June. Now that it is trading at around $3.60 (at the time of writing), penny stock traders may bet on a bounce.The stock will need euphoric buying in technology stocks, particularly the beaten-down ecommerce companies.","news_type":1,"symbols_score_info":{"WISH":0.9}},"isVote":1,"tweetType":1,"viewCount":3764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698770227,"gmtCreate":1640565931054,"gmtModify":1640565931848,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"title":"","htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698770227","repostId":"2193178790","repostType":4,"isVote":1,"tweetType":1,"viewCount":3921,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698248641,"gmtCreate":1640421775173,"gmtModify":1640421776035,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"title":"","htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698248641","repostId":"1173048178","repostType":4,"repost":{"id":"1173048178","kind":"news","pubTimestamp":1640393368,"share":"https://www.laohunote.com/m/news/1173048178?lang=zh_CN&edition=full","pubTime":"2021-12-25 08:49","market":"us","language":"en","title":"A Christmas Wish List For EV Makers<blockquote>电动汽车制造商的圣诞愿望清单</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1173048178","media":"Benzinga","summary":"Wall Street is unanimous about the massive electric vehicle market opportunity set to unfold in the coming years. Against this backdrop, an analyst at Wedbush pondered what could be on Christmas wish lists for the EV makers.Christmas Wish List:The EV sectors would be hoping for two things heading into Christmas and the end of the year, Ives said.Moderation in the chip shortage that severely constrained production.Hope the EV demand inflection predicted for 2022 materializes.$5T Market Opportunit","content":"<p><div> Wall Street is unanimous about the massive electric vehicle market opportunity set to unfold in the coming years. Against this backdrop, an analyst at Wedbush pondered what could be on Christmas wish ...</p><p><blockquote><div>华尔街一致认为未来几年将出现巨大的电动汽车市场机遇。在这种背景下，韦德布什的一位分析师思考了圣诞愿望可能是什么……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/12/24757706/a-christmas-wish-list-for-ev-makers\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/12/24757706/a-christmas-wish-list-for-ev-makers\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A Christmas Wish List For EV Makers<blockquote>电动汽车制造商的圣诞愿望清单</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\">\nA Christmas Wish List For EV Makers<blockquote>电动汽车制造商的圣诞愿望清单</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-12-25 08:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Wall Street is unanimous about the massive electric vehicle market opportunity set to unfold in the coming years. Against this backdrop, an analyst at Wedbush pondered what could be on Christmas wish ...</p><p><blockquote><div>华尔街一致认为未来几年将出现巨大的电动汽车市场机遇。在这种背景下，韦德布什的一位分析师思考了圣诞愿望可能是什么……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/12/24757706/a-christmas-wish-list-for-ev-makers\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/12/24757706/a-christmas-wish-list-for-ev-makers\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/12/24757706/a-christmas-wish-list-for-ev-makers\">Benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/21/12/24757706/a-christmas-wish-list-for-ev-makers","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173048178","content_text":"Wall Street is unanimous about the massive electric vehicle market opportunity set to unfold in the coming years. Against this backdrop, an analyst at Wedbush pondered what could be on Christmas wish lists for the EV makers.\nChristmas Wish List:The EV sectors would be hoping for two things heading into Christmas and the end of the year, Ives said.\n\nModeration in the chip shortage that severely constrained production.\nHope the EV demand inflection predicted for 2022 materializes.\n\n$5T Market Opportunity Over Next Decade: The EV revolution expected to materialize in 2022 and beyond will translate to a $5 trillion market opportunity over the next decade, Ives said in the note. Tesla Inc(NASDAQ:TSLA) will be the major beneficiary of the inflection, the analyst said.\nOthers such as traditional automakers General Motors Company(NYSE:GM), Volkswagen AG(OTC:VWAGY) and Ford Motor Company(NYSE:F), as well as EV-focused vendorsCanoo Inc(NASDAQ:GOEV), Lucid Group Inc(NASDAQ:LCID), Fisker Inc(NYSE:FSR) and Rivian Automotive Inc(NASDAQ:RIVN) also stand to capitalize, he added.\nEurope and China have seen a clear acceleration in EV adoption. The U.S., with just 2% penetration, lags behind, the analyst noted.\nEV supply chain plays such as Li-Cycle Holdings Corp(NYSE:LICY), ChargePoint Holdings Inc(NYSE:CHPT), Evgo Inc(NASDAQ:EVGO), Electric Last Mile Solutions Inc(NASDAQ:ELMS), Xos Inc(NASDAQ:XOS) and Hyzon Motors Inc(NASDAQ:HYZN), among others are well-positioned to benefit, Ives said.\nOn the software front, connected data plays such as Wejo Group Ltd(NASDAQ:WEJO) are likely to benefit from the next generation of EVs and adoption taking hold over the next 12 to 18 months, he added.\nEV Valuations Reflecting Future Growth: EV valuations continue to soar, leading many to wonder whether this is a bubble or the first stage of a decade-long EV metamorphosis, Ives said.\n\"The EV stocks are reflecting future parabolic growth and margin potential over the coming years, with now the execution/capacity story taking hold into 2022,\" the analyst wrote in the note.","news_type":1,"symbols_score_info":{"F":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698879648,"gmtCreate":1640353453953,"gmtModify":1640353562375,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"title":"","htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/698879648","repostId":"1156159690","repostType":4,"isVote":1,"tweetType":1,"viewCount":4352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691706940,"gmtCreate":1640236745090,"gmtModify":1640236745869,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"title":"","htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691706940","repostId":"1164467804","repostType":4,"repost":{"id":"1164467804","kind":"news","pubTimestamp":1640230809,"share":"https://www.laohunote.com/m/news/1164467804?lang=zh_CN&edition=full","pubTime":"2021-12-23 11:40","market":"us","language":"en","title":"Are there any bubbles in Apple stock?<blockquote>苹果股票有泡沫吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1164467804","media":"Seeking Alpha","summary":"Apple stock has risen 34% this year, beating the NASDAQ 100 by a wide margin.This has led some to say that the stock is in a bubble, as its price is rising rapidly.However, Apple's stock price gains are about in line with revenue growth, and actually slower than the most recent quarter's EPS growth.In this article, I will develop a bullish thesis on Apple, arguing that it has a wide moat that will power future growth and profitability.Apple Inc. stock has delivered a solid performance in 2021. U","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Apple stock has risen 34% this year, beating the NASDAQ 100 by a wide margin.</li>  <li>This has led some to say that the stock is in a bubble, as its price is rising rapidly.</li>  <li>However, Apple's stock price gains are about in line with revenue growth, and actually slower than the most recent quarter's EPS growth.</li>  <li>In this article, I will develop a bullish thesis on Apple, arguing that it has a wide moat that will power future growth and profitability.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e9d29c6db997dd98e087415e7e2acfe\" tg-width=\"1536\" tg-height=\"1036\" referrerpolicy=\"no-referrer\"><span>Justin Sullivan/Getty Images News</span></p><p><blockquote><ul><li>苹果股价今年已上涨 34%，远远超过纳斯达克 100 指数。</li><li>这导致一些人说该股处于泡沫中，因为其价格正在快速上涨。</li><li>然而，苹果的股价涨幅与收入增长大致一致，实际上低于最近一个季度的每股收益增长。</li><li>在本文中，我将阐述一个看好苹果的论点，认为它拥有宽阔的护城河，将推动未来的增长和盈利能力。</li></ul><p class=\"t-img-caption\"><span>贾斯汀·沙利文/盖蒂图片社新闻</span></p></blockquote></p><p> <b>Apple Inc.</b>(AAPL) stock has delivered a solid performance in 2021. Up 35% for the year, it has solidly outperformed both the NASDAQ 100 and the S&amp;P 500. The latest in a long streak of winning years for the company, Apple’s 2021 shows that a stock is never too big to beat the market.</p><p><blockquote><b>苹果公司。</b>(AAPL) 股票在 2021 年表现强劲。今年上涨了 35%，表现稳步优于纳斯达克 100 指数和标普500指数。苹果的 2021 年是该公司连续多年获胜的最新一年，这表明一只股票永远不会太大，无法战胜市场。</blockquote></p><p> With that said, there’s no shortage of people who think Apple’s winning run is due for a correction. In recent weeks, we’ve seen a deluge of articles claiming that AAPL is overvalued, with titles like:</p><p><blockquote>尽管如此，仍有不少人认为苹果的连胜需要修正。最近几周，我们看到大量文章声称 AAPL 被高估，标题如下：</blockquote></p><p> <ul>  <li><i>“Apple Stock is Now a Bubble.”</i></p><p><blockquote><ul><li><i>“苹果股票现在是一个泡沫”。</i></li></ul></blockquote></p><p></li>  <li><i>“Why Apple Stock May Be a Bubble That’s Ready to Burst.”</i></p><p><blockquote><li><i>“为什么苹果股票可能是一个随时可能破裂的泡沫”。</i></li></blockquote></p><p></li>  <li><i>“Sell AAPL? Why This Expert Sees Apple Stock Dipping 12%”</i></p><p><blockquote><li><i>“卖掉苹果？这位专家为何认为苹果股价下跌12%”</i></li></blockquote></p><p></li> </ul> Not all of these articles have been unambiguously bearish. A few mention positives along with negatives. But generally speaking, the sentiment that Apple is a bubble, or at least overvalued, is becoming common. If you look at&nbsp;TipRanks’ sentiment chart, it shows decisively negative sentiment toward Apple stock.</p><p><blockquote>并非所有这些文章都是明确的悲观。少数人提到了积极的一面和消极的一面。但总的来说，认为苹果是一个泡沫，或者至少被高估的观点正在变得普遍。如果你看看 TipRanks 的情绪图，就会发现对苹果股票的负面情绪明显。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce8357bc3eaf626336dbf12b2ff1f410\" tg-width=\"485\" tg-height=\"457\" referrerpolicy=\"no-referrer\"><span>Source: TipRanks’ sentiment chart</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：TipRanks 的情绪图表</span></p></blockquote></p><p> The bearishness of investor sentiment toward Apple becomes clear when we compare it to the sentiment toward&nbsp;<b>Meta Platforms</b>(FB). Meta, a company that is being sued for antitrust violations and getting attacked in the press daily, has a nearly perfect sentiment score. So there is no special tech curse that guarantees negative sentiment toward individual stocks in the sector. Apple’s sentiment problem is indeed its own problem.</p><p><blockquote>当我们将投资者对苹果的看跌情绪与对<b>元平台</b>（脸书）。Meta 是一家因违反反垄断规定而被起诉并每天受到媒体攻击的公司，其情绪得分近乎完美。因此，没有特殊的科技诅咒可以保证对该行业个股的负面情绪。苹果的情绪问题确实是它自己的问题。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/68bc8cf3f8fc200c2b7a9c85e69cc9f2\" tg-width=\"488\" tg-height=\"461\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Which begs the question:</p><p><blockquote>这就引出了一个问题：</blockquote></p><p> <i>Why?</i></p><p><blockquote><i>为什么？</i></blockquote></p><p> Apple is a wide-moat stock, one of the few tech companies that controls both hardware and software for most of its users. Many companies have attempted to copy Apple’s strategy of maximizing revenue by integrating hardware and apps, but few have succeeded at it. If you want the IOS or Mac OS experience, you need an iPhone or Mac. And billions of people want those experiences enough to pay top dollar for Apple’s products. Few other tech companies have that advantage –&nbsp;<b>Nintendo</b>(OTCPK:NTDOY) being one exception, if you count gaming as tech.</p><p><blockquote>苹果是一只护城河宽阔的股票，是少数几家同时为大多数用户控制硬件和软件的科技公司之一。许多公司都试图复制苹果通过整合硬件和应用程序来实现收入最大化的战略，但成功的公司寥寥无几。如果你想要IOS或Mac OS体验，你需要一部iPhone或Mac。数十亿人想要这些体验，以至于愿意为苹果的产品支付高价。很少有其他科技公司拥有这种优势——<b>任天堂</b>（OTCPK：NTDOY）如果你把游戏算作技术，这是一个例外。</blockquote></p><p> This makes Apple arguably a&nbsp;wide-moat stock. You need Apple hardware to run Apple software, and people like Apple software. This gives Apple a “monopoly” on a certain collection of software experiences. It does not have a monopoly on any particular device category, but it’s the only company that can provide the integrated&nbsp;Apple ecosystem.</p><p><blockquote>这使得苹果可以说是一只宽护城河股票。你需要苹果硬件来运行苹果软件，而人们喜欢苹果软件。这使得苹果对某些软件体验集合拥有了 “垄断权”。它并不垄断任何特定的设备类别，但它是唯一一家能够提供集成苹果生态系统的公司。</blockquote></p><p> This advantage has paid dividends to Apple shareholders – both figuratively and literally. Apple is the world’s biggest company by market cap and the&nbsp;fourth-biggest by revenue. Its revenue growth rate has slowed in recent years, but certain segments (such as watches and services) are growing faster than ever. It appears, then, that Apple still has the potential for significant profitability and growth. Accordingly, I’ll develop a bullish thesis on Apple in this article, arguing that its solid economic moat provides potential for its stock to appreciate in the future.</p><p><blockquote>这一优势为苹果股东带来了红利——无论是象征性的还是字面上的。按市值计算，苹果是全球最大的公司，按收入计算，是第四大公司。近年来，其收入增长率有所放缓，但某些细分市场（如手表和服务）的增长速度比以往任何时候都快。因此，苹果似乎仍有巨大的盈利能力和增长潜力。因此，我将在本文中阐述一个看涨苹果的论点，认为其坚实的经济护城河为其股票未来的升值提供了潜力。</blockquote></p><p> <b>Competitive Landscape</b></p><p><blockquote><b>竞争格局</b></blockquote></p><p> One of the most important things to understand about Apple is its competitive position. The company operates in such a wide variety of different markets that it’s hard to pin down its business beyond simply “tech.” Technically, the company’s SIC Code (industry classification) is 7372, denoting “prepackaged software.” However, this doesn’t capture the full extent of Apple’s business activities, as it’s also involved in hardware, semiconductors,payments&nbsp;and entertainment.</p><p><blockquote>了解苹果最重要的事情之一是它的竞争地位。该公司在各种各样的不同市场开展业务，因此很难将其业务局限于 “技术 ”之外。从技术上讲，该公司的 SIC 代码（行业分类）是 7372，表示 “预打包软件”。然而，这并没有反映苹果业务活动的全部范围，因为它还涉及硬件、半导体、支付和娱乐等领域。</blockquote></p><p> Some of Apple’s most noteworthy competitors include:</p><p><blockquote>苹果最值得关注的竞争对手包括：</blockquote></p><p> <ul>  <li><b>Samsung</b>(OTC:SSNLF) - smartphones.</p><p><blockquote><ul><li><b>三星</b>（场外交易代码：SSNLF）-智能手机。</li></ul></blockquote></p><p></li>  <li><b>Huawei</b>- smartphones.</p><p><blockquote><li><b>华为</b>-智能手机。</li></blockquote></p><p></li>  <li><b>Alphabet</b>(GOOG) - smartphones, laptops, and software.</p><p><blockquote><li><b>Alphabet</b>智能手机、笔记本电脑和软件。</li></blockquote></p><p></li>  <li><b>Microsoft</b>(MSFT) - laptops.</p><p><blockquote><li><b>微软</b>（MSFT）-笔记本电脑。</li></blockquote></p><p></li>  <li><b>Dell</b>(NYSE:DELL)- laptops.</p><p><blockquote><li><b>戴尔</b>（纽约证券交易所代码：戴尔）- 笔记本电脑。</li></blockquote></p><p></li>  <li><b>Adobe</b>(ADBE) - creative software.</p><p><blockquote><li><b>土坯</b>（ADBE）-创意软件。</li></blockquote></p><p></p><p></li>  <li>And many more.</p><p><blockquote><li>还有更多。</li></blockquote></p><p></li> </ul> A comprehensive list of Apple’s competitors would be impossible to come up with, because the company operates in so many different verticals. In addition to all the names above, Apple is arguably in competition with the big semi companies, as it sells phones and laptops with Apple chips. Apple is one of the most comprehensive tech companies around, with a massive lineup of hardware, software and services, putting it in tacit competition with dozens of companies.</p><p><blockquote>由于该公司在许多不同的垂直领域开展业务，因此不可能列出苹果竞争对手的全面名单。除了上面所有的名字，苹果可以说是在与大型半导体公司竞争，因为它销售带有苹果芯片的手机和笔记本电脑。苹果是最全面的科技公司之一，拥有庞大的硬件、软件和服务阵容，与数十家公司进行默契竞争。</blockquote></p><p> How is Apple doing in the industries it competes in? According to&nbsp;Counterpoint Research&nbsp;and Statista, Apple’s market shares include:</p><p><blockquote>苹果在其竞争的行业中表现如何？根据 Counterpoint Research 和 Statista 的数据，苹果的市场份额包括：</blockquote></p><p> <ul>  <li>Smartphones: 47% in the US and 14% globally.</p><p><blockquote><ul><li>智能手机：美国47%，全球14%。</li></ul></blockquote></p><p></li>  <li>Laptops: 15% in the US and 7.6% globally.</p><p><blockquote><li>笔记本电脑：美国15%，全球7.6%。</li></blockquote></p><p></li>  <li>Smartwatches: over 50% globally.</p><p><blockquote><li>智能手表：全球超过50%。</li></blockquote></p><p></li>  <li>Tablets: 35% globally.</p><p><blockquote><li>平板电脑：全球35%。</li></blockquote></p><p></li> </ul> On the whole, Apple is in first or second place in most of its markets. It’s behind Samsung on smartphone sales but it leads in watches and tablets. This is a pretty good market position. And it could grow over time. Some of Apple’s product categories are still fairly new. The company only just recently broke into smart watches and&nbsp;sales in the category are growing at 50%. Apple has taken heat lately for its slowing growth, but certain products within the company’s lineup are growing faster than ever. This provides potential for strong growth well into the future.</p><p><blockquote>总体而言，苹果在其大部分市场都处于第一或第二的位置。它在智能手机销量上落后于三星，但在手表和平板电脑销量上领先。这是一个相当不错的市场地位。它会随着时间的推移而增长。苹果的一些产品类别仍然相当新。该公司最近才进军智能手表领域，该类别的销售额正以 50% 的速度增长。苹果最近因增长放缓而受到批评，但该公司产品线中的某些产品增长速度比以往任何时候都快。这为未来的强劲增长提供了潜力。</blockquote></p><p> <b>The M1 Chip and Apple Services</b></p><p><blockquote><b>M1芯片和苹果服务</b></blockquote></p><p> Speaking of future growth, it’s worth exploring two of Apple’s most promising categories:</p><p><blockquote>说到未来的增长，苹果最有前途的两个类别值得探讨：</blockquote></p><p> <i>The M1 Chip and Apple Services.</i></p><p><blockquote><i>M1芯片和苹果服务。</i></blockquote></p><p> The M1 Chip (really the M1 family of chips now) is a new chip designed by Apple based on ARM architecture. The base configuration boasts:</p><p><blockquote>M1芯片（现在真的是M1系列芯片）是苹果基于ARM架构设计的一款新芯片。基本配置拥有：</blockquote></p><p> <ul>  <li>An 8-core CPU.</p><p><blockquote><ul><li>8核CPU。</li></ul></blockquote></p><p></li>  <li>A 7-core GPU.</p><p><blockquote><li>7核GPU。</li></blockquote></p><p></li>  <li>8 or 16 gigs of RAM (physically built into the chip).</p><p><blockquote><li>8或16千兆字节的RAM（物理内置于芯片中）。</li></blockquote></p><p></li>  <li>5nm process.</p><p><blockquote><li>5nm工艺。</li></blockquote></p><p></li>  <li>16 billion transistors.</p><p><blockquote><li>160亿个晶体管。</li></blockquote></p><p></li>  <li>3.2 GHZ max clock rate.</p><p><blockquote><li>3.2 GHZ最大时钟速率。</li></blockquote></p><p></li> </ul> Incredible specs. And on top of that, there are two new models–the M1 Pro and M1 Max–that offer improvements on the base model. It would be tedious to list detailed spec sheets for these higher end models, but one eye-popping stat is the M1 Max’s 57 billion transistors. This competes with the CPUs included in extremely high end gaming PCs. And of course, that makes newer Macs themselves viable as gaming rigs, as countless&nbsp;YouTube reviewers have noted. Apple already has a sizable market share in laptops and desktops, but with the M1 chip family, it now has a shot at capturing the gaming segment as well. Until now, that market segment has proven elusive to Apple. So, there is significant potential for accelerating growth in Apple’s computer lineup.</p><p><blockquote>难以置信的规格。最重要的是，还有两款新机型——M1 Pro和M1 Max——在基础机型的基础上进行了改进。列出这些高端机型的详细规格表会很乏味，但一个令人瞠目结舌的数据是 M1 Max 的 570 亿个晶体管。这与极高端游戏PC中包含的CPU竞争。当然，正如无数YouTube评论者指出的那样，这使得较新的Mac电脑本身可以作为游戏机。苹果已经在笔记本电脑和台式机领域占据了相当大的市场份额，但凭借M1芯片系列，它现在也有机会占领游戏领域。到目前为止，事实证明，这一细分市场对苹果来说难以捉摸。因此，苹果的计算机产品线有很大的加速增长潜力。</blockquote></p><p> Next up is Apple services. This is a broad category that includes streaming music, movies, books and more. This category is always expanding and could potentially drive more growth after hardware growth slows down. In the most recent quarter, service growth actually&nbsp;lagged product growth, at 25% vs 30% for the latter. However, services are promising because they’re a category that could continue to grow even after hardware products reach their total addressable market. Global smartphone sales have been&nbsp;flat-lining after years of strong growth. In this environment, it would be unrealistic to expect Apple’s hardware sales to grow as fast as they did in the past. But by selling more services to existing customers, Apple can keep growing its total revenue even as hardware sales underwhelm.</p><p><blockquote>接下来是苹果服务。这是一个广泛的类别，包括流媒体音乐、电影、书籍等。这一类别一直在扩大，并有可能在硬件增长放缓后推动更多增长。在最近一个季度，服务增长实际上落后于产品增长，后者为 25%，而后者为 30%。然而，服务是很有前途的，因为即使在硬件产品达到其总目标市场之后，服务这一类别仍有可能继续增长。经过多年的强劲增长，全球智能手机销量一直持平。在这种环境下，指望苹果的硬件销售额能像过去那样快速增长是不现实的。但通过向现有客户销售更多服务，即使硬件销售不佳，苹果也能继续增长总收入。</blockquote></p><p> <b>Financials and Valuation</b></p><p><blockquote><b>财务及估值</b></blockquote></p><p> Now we can turn to Apple’s financials.</p><p><blockquote>现在我们可以看看苹果的财务状况了。</blockquote></p><p> Apple’s most recent quarter was a&nbsp;miss on both revenue and earnings; however, the results were strong in absolute terms. In the quarter, Apple delivered:</p><p><blockquote>苹果最近一个季度的收入和盈利均不佳；然而，从绝对角度来看，结果是强劲的。本季度，苹果实现了：</blockquote></p><p> <ul>  <li>$83 billion in revenue, up 29%.</p><p><blockquote><ul><li>收入 830 亿美元，增长 29%。</li></ul></blockquote></p><p></li>  <li>$27.3 billion in operating income, up 60%.</p><p><blockquote><li>经营利润273亿美元，增长60%。</li></blockquote></p><p></li>  <li>$20.5 billion in net income, up 63%.</p><p><blockquote><li>净利润205亿美元，增长63%。</li></blockquote></p><p></li>  <li>$1.24 in diluted EPS, up 69%.</p><p><blockquote><li>稀释后每股收益为 1.24 美元，上涨 69%。</li></blockquote></p><p></li> </ul> The company also reported $104 billion in TTM cash from operations in its fourth quarter report. That was up 28% from the year before.</p><p><blockquote>该公司还在第四季度报告中报告称，运营产生了 1040 亿美元的 TTM 现金。这比上一年增长了 28%。</blockquote></p><p> These were pretty solid results. Especially for a mature company. Apple is the biggest company in the world by market cap, yet its revenue and earnings are both up by growth stock levels. And this one quarter wasn’t a fluke. According to&nbsp;Seeking Alpha Quant, Apple’s five-year CAGR growth rates in the metrics listed above are:</p><p><blockquote>这些都是相当可靠的结果。尤其是对于一家成熟的公司来说。苹果是世界上市值最大的公司，但其收入和盈利均高于成长型股票的水平。这一季度并非侥幸。根据 Seeking Alpha Quant 的数据，苹果在上述指标中的五年复合年增长率如下：</blockquote></p><p> <ul>  <li>Revenue: 11%.</p><p><blockquote><ul><li>收入：11%。</li></ul></blockquote></p><p></li>  <li>Operating income: 12.7%.</p><p><blockquote><li>经营利润：12.7%。</li></blockquote></p><p></li>  <li>Net income: 15.7%.</p><p><blockquote><li>净利润：15.7%。</li></blockquote></p><p></li>  <li>Diluted EPS: 22%.</p><p><blockquote><li>稀释每股收益：22%。</li></blockquote></p><p></li>  <li>Cash flow: 10.7%.</p><p><blockquote><li>现金流：10.7%。</li></blockquote></p><p></li> </ul> Again very solid for a mature company. It does look like the most recent quarter was better than average, but the long-term metrics are still very good. Which gets to the heart of this article’s thesis:</p><p><blockquote>对于一家成熟的公司来说，这又是非常可靠的。最近一个季度看起来确实好于平均水平，但长期指标仍然非常好。这正是本文论文的核心所在：</blockquote></p><p></p><p> Apple is definitely not a bubble stock. Its valuation is fairly steep, as it trades at 30 times earnings, 7.7 times sales, and 26 times cash flow. But the company still has plenty of growth potential. Compounded annually, its earnings are growing at 22%, and as the most recent quarter showed, it has room for acceleration. If you factor in both growth and value, you get a&nbsp;PEG ratio of just 0.43&nbsp;for the trailing 12-month period. That’s far from a bubble valuation. In fact, it looks downright cheap.</p><p><blockquote>苹果绝对不是泡沫股。它的估值相当高，因为它的交易价格是市盈率的 30 倍、销售额的 7.7 倍和现金流的 26 倍。但该公司仍有很大的增长潜力。按年复合计算，其盈利增长率为 22%，正如最近一个季度所显示的那样，它还有加速增长的空间。如果同时考虑增长和价值，过去 12 个月的 PEG 比率仅为 0.43。这远非泡沫估值。事实上，它看起来非常便宜。</blockquote></p><p> <b>Risks and Challenges</b></p><p><blockquote><b>风险与挑战</b></blockquote></p><p> While Apple is definitely an ultra-profitable company with strong growth and a moderate valuation, its stock is not without its risks. As a major hardware company, it is vulnerable to supply chain issues, and other shocks. Some major risks and challenges to the bullish thesis outlined in this article include:</p><p><blockquote>虽然苹果绝对是一家增长强劲、估值适中的超高利润公司，但其股票并非没有风险。作为一家大型硬件公司，它很容易受到供应链问题和其他冲击。本文概述的看涨论点的一些主要风险和挑战包括：</blockquote></p><p> <ul>  <li><b>Supply chain issues.</b>The world is currently going through a chip shortage, as well as shortages of various other hi-tech parts. These problems are affecting Apple. Just recently, the company&nbsp;slashed iPhone production&nbsp;because of supply chain issues. That right before the crucial Holiday season, no less. These kinds of problems are an ever-present threat for a hardware company like Apple, which depends on a ready supply of raw materials to keep sales flowing.</p><p><blockquote><ul><li><b>供应链问题。</b>世界目前正在经历芯片短缺，以及各种其他高科技零部件的短缺。这些问题正在影响苹果。就在最近，由于供应链问题，该公司削减了iPhone的产量。就在关键的假期之前。对于像苹果这样依赖现成的原材料供应来保持销售的硬件公司来说，这类问题是一个无处不在的威胁。</li></ul></blockquote></p><p></li>  <li><b>Scale.</b>Mathematically, the bigger something gets, the larger of an increase is needed to drive percentage gains equal to past ones. If you start selling $1,000 widgets and sell one your first year, you double your sales just by selling $2,000 worth the next year. If, however, ten years later, you’re selling $332 billion worth, you need customers to come up with $664 billion in the eleventh year to achieve the same growth. This is mathematically unlikely. And as it just so happens, Apple’s $83 billion Q4 revenue annualizes to $332 billion. So growth will be harder to achieve going forward.</p><p><blockquote><li><b>比例。</b>从数学上讲，某件事变得越大，就需要更大的增长来推动与过去相同的百分比增长。如果你开始销售1000美元的小部件，并在第一年卖出一个，那么第二年只要卖出价值2000美元的小部件，你的销售额就会翻一番。然而，如果十年后，你的销售额达到了 3320 亿美元，那么你需要客户在第 11 年拿出 6640 亿美元，才能实现同样的增长。这在数学上是不太可能的。巧合的是，苹果第四季度 830 亿美元的收入年化达到了 3320 亿美元。因此，未来实现增长将更加困难。</li></blockquote></p><p></li>  <li><b>Disruption.</b>Apple’s business model requires that it stay on the leading edge of tech innovation. If another company comes out with something decisively superior to the iPhone, that could kill Apple’s business overnight. Apple itself&nbsp;did this once, to&nbsp;<b>BlackBerry</b>(BB), makers of the ill-fated BlackBerry Smartphone. The history of the tech industry is littered with companies eating each other's lunch, and while Apple has billions to spend on R&amp;D, you never know where the next threat will come from.</p><p><blockquote><li><b>中断。</b>苹果的商业模式要求其始终处于技术创新的前沿。如果另一家公司推出明显优于 iPhone 的产品，那可能会在一夜之间扼杀苹果的业务。苹果自己也做过一次，<b>黑莓</b>（BB），命运多舛的黑莓智能手机的制造商。科技行业的历史上充满了公司互相吃掉对方的午餐，虽然苹果有数十亿美元用于研发，但你永远不知道下一个威胁会来自哪里。</li></blockquote></p><p></li> </ul> The above are some very real risks for investors to keep in mind. The supply chain risk, in particular, is very real, having been cited as a problem in several quarterly reports. With that said, Apple stock has an incredible moat, decent growth, and a not-unreasonable valuation. This is definitely not a stock to short. And while the gains realized by longs will not be as good in the future as they were in the past, they should still be decent.</p><p><blockquote>以上是投资者需要牢记的一些非常真实的风险。尤其是供应链风险，非常真实，在几份季度报告中都被列为一个问题。话虽如此，苹果股票拥有令人难以置信的护城河、体面的增长和不合理的估值。这绝对不是一只可以做空的股票。虽然多头实现的收益在未来不会像过去那么好，但它们仍然应该是不错的。</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>Are there any bubbles in Apple stock?<blockquote>苹果股票有泡沫吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAre there any bubbles in Apple stock?<blockquote>苹果股票有泡沫吗？</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\">2021-12-23 11:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Apple stock has risen 34% this year, beating the NASDAQ 100 by a wide margin.</li>  <li>This has led some to say that the stock is in a bubble, as its price is rising rapidly.</li>  <li>However, Apple's stock price gains are about in line with revenue growth, and actually slower than the most recent quarter's EPS growth.</li>  <li>In this article, I will develop a bullish thesis on Apple, arguing that it has a wide moat that will power future growth and profitability.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e9d29c6db997dd98e087415e7e2acfe\" tg-width=\"1536\" tg-height=\"1036\" referrerpolicy=\"no-referrer\"><span>Justin Sullivan/Getty Images News</span></p><p><blockquote><ul><li>苹果股价今年已上涨 34%，远远超过纳斯达克 100 指数。</li><li>这导致一些人说该股处于泡沫中，因为其价格正在快速上涨。</li><li>然而，苹果的股价涨幅与收入增长大致一致，实际上低于最近一个季度的每股收益增长。</li><li>在本文中，我将阐述一个看好苹果的论点，认为它拥有宽阔的护城河，将推动未来的增长和盈利能力。</li></ul><p class=\"t-img-caption\"><span>贾斯汀·沙利文/盖蒂图片社新闻</span></p></blockquote></p><p> <b>Apple Inc.</b>(AAPL) stock has delivered a solid performance in 2021. Up 35% for the year, it has solidly outperformed both the NASDAQ 100 and the S&amp;P 500. The latest in a long streak of winning years for the company, Apple’s 2021 shows that a stock is never too big to beat the market.</p><p><blockquote><b>苹果公司。</b>(AAPL) 股票在 2021 年表现强劲。今年上涨了 35%，表现稳步优于纳斯达克 100 指数和标普500指数。苹果的 2021 年是该公司连续多年获胜的最新一年，这表明一只股票永远不会太大，无法战胜市场。</blockquote></p><p> With that said, there’s no shortage of people who think Apple’s winning run is due for a correction. In recent weeks, we’ve seen a deluge of articles claiming that AAPL is overvalued, with titles like:</p><p><blockquote>尽管如此，仍有不少人认为苹果的连胜需要修正。最近几周，我们看到大量文章声称 AAPL 被高估，标题如下：</blockquote></p><p> <ul>  <li><i>“Apple Stock is Now a Bubble.”</i></p><p><blockquote><ul><li><i>“苹果股票现在是一个泡沫”。</i></li></ul></blockquote></p><p></li>  <li><i>“Why Apple Stock May Be a Bubble That’s Ready to Burst.”</i></p><p><blockquote><li><i>“为什么苹果股票可能是一个随时可能破裂的泡沫”。</i></li></blockquote></p><p></li>  <li><i>“Sell AAPL? Why This Expert Sees Apple Stock Dipping 12%”</i></p><p><blockquote><li><i>“卖掉苹果？这位专家为何认为苹果股价下跌12%”</i></li></blockquote></p><p></li> </ul> Not all of these articles have been unambiguously bearish. A few mention positives along with negatives. But generally speaking, the sentiment that Apple is a bubble, or at least overvalued, is becoming common. If you look at&nbsp;TipRanks’ sentiment chart, it shows decisively negative sentiment toward Apple stock.</p><p><blockquote>并非所有这些文章都是明确的悲观。少数人提到了积极的一面和消极的一面。但总的来说，认为苹果是一个泡沫，或者至少被高估的观点正在变得普遍。如果你看看 TipRanks 的情绪图，就会发现对苹果股票的负面情绪明显。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce8357bc3eaf626336dbf12b2ff1f410\" tg-width=\"485\" tg-height=\"457\" referrerpolicy=\"no-referrer\"><span>Source: TipRanks’ sentiment chart</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：TipRanks 的情绪图表</span></p></blockquote></p><p> The bearishness of investor sentiment toward Apple becomes clear when we compare it to the sentiment toward&nbsp;<b>Meta Platforms</b>(FB). Meta, a company that is being sued for antitrust violations and getting attacked in the press daily, has a nearly perfect sentiment score. So there is no special tech curse that guarantees negative sentiment toward individual stocks in the sector. Apple’s sentiment problem is indeed its own problem.</p><p><blockquote>当我们将投资者对苹果的看跌情绪与对<b>元平台</b>（脸书）。Meta 是一家因违反反垄断规定而被起诉并每天受到媒体攻击的公司，其情绪得分近乎完美。因此，没有特殊的科技诅咒可以保证对该行业个股的负面情绪。苹果的情绪问题确实是它自己的问题。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/68bc8cf3f8fc200c2b7a9c85e69cc9f2\" tg-width=\"488\" tg-height=\"461\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Which begs the question:</p><p><blockquote>这就引出了一个问题：</blockquote></p><p> <i>Why?</i></p><p><blockquote><i>为什么？</i></blockquote></p><p> Apple is a wide-moat stock, one of the few tech companies that controls both hardware and software for most of its users. Many companies have attempted to copy Apple’s strategy of maximizing revenue by integrating hardware and apps, but few have succeeded at it. If you want the IOS or Mac OS experience, you need an iPhone or Mac. And billions of people want those experiences enough to pay top dollar for Apple’s products. Few other tech companies have that advantage –&nbsp;<b>Nintendo</b>(OTCPK:NTDOY) being one exception, if you count gaming as tech.</p><p><blockquote>苹果是一只护城河宽阔的股票，是少数几家同时为大多数用户控制硬件和软件的科技公司之一。许多公司都试图复制苹果通过整合硬件和应用程序来实现收入最大化的战略，但成功的公司寥寥无几。如果你想要IOS或Mac OS体验，你需要一部iPhone或Mac。数十亿人想要这些体验，以至于愿意为苹果的产品支付高价。很少有其他科技公司拥有这种优势——<b>任天堂</b>（OTCPK：NTDOY）如果你把游戏算作技术，这是一个例外。</blockquote></p><p> This makes Apple arguably a&nbsp;wide-moat stock. You need Apple hardware to run Apple software, and people like Apple software. This gives Apple a “monopoly” on a certain collection of software experiences. It does not have a monopoly on any particular device category, but it’s the only company that can provide the integrated&nbsp;Apple ecosystem.</p><p><blockquote>这使得苹果可以说是一只宽护城河股票。你需要苹果硬件来运行苹果软件，而人们喜欢苹果软件。这使得苹果对某些软件体验集合拥有了 “垄断权”。它并不垄断任何特定的设备类别，但它是唯一一家能够提供集成苹果生态系统的公司。</blockquote></p><p> This advantage has paid dividends to Apple shareholders – both figuratively and literally. Apple is the world’s biggest company by market cap and the&nbsp;fourth-biggest by revenue. Its revenue growth rate has slowed in recent years, but certain segments (such as watches and services) are growing faster than ever. It appears, then, that Apple still has the potential for significant profitability and growth. Accordingly, I’ll develop a bullish thesis on Apple in this article, arguing that its solid economic moat provides potential for its stock to appreciate in the future.</p><p><blockquote>这一优势为苹果股东带来了红利——无论是象征性的还是字面上的。按市值计算，苹果是全球最大的公司，按收入计算，是第四大公司。近年来，其收入增长率有所放缓，但某些细分市场（如手表和服务）的增长速度比以往任何时候都快。因此，苹果似乎仍有巨大的盈利能力和增长潜力。因此，我将在本文中阐述一个看涨苹果的论点，认为其坚实的经济护城河为其股票未来的升值提供了潜力。</blockquote></p><p> <b>Competitive Landscape</b></p><p><blockquote><b>竞争格局</b></blockquote></p><p> One of the most important things to understand about Apple is its competitive position. The company operates in such a wide variety of different markets that it’s hard to pin down its business beyond simply “tech.” Technically, the company’s SIC Code (industry classification) is 7372, denoting “prepackaged software.” However, this doesn’t capture the full extent of Apple’s business activities, as it’s also involved in hardware, semiconductors,payments&nbsp;and entertainment.</p><p><blockquote>了解苹果最重要的事情之一是它的竞争地位。该公司在各种各样的不同市场开展业务，因此很难将其业务局限于 “技术 ”之外。从技术上讲，该公司的 SIC 代码（行业分类）是 7372，表示 “预打包软件”。然而，这并没有反映苹果业务活动的全部范围，因为它还涉及硬件、半导体、支付和娱乐等领域。</blockquote></p><p> Some of Apple’s most noteworthy competitors include:</p><p><blockquote>苹果最值得关注的竞争对手包括：</blockquote></p><p> <ul>  <li><b>Samsung</b>(OTC:SSNLF) - smartphones.</p><p><blockquote><ul><li><b>三星</b>（场外交易代码：SSNLF）-智能手机。</li></ul></blockquote></p><p></li>  <li><b>Huawei</b>- smartphones.</p><p><blockquote><li><b>华为</b>-智能手机。</li></blockquote></p><p></li>  <li><b>Alphabet</b>(GOOG) - smartphones, laptops, and software.</p><p><blockquote><li><b>Alphabet</b>智能手机、笔记本电脑和软件。</li></blockquote></p><p></li>  <li><b>Microsoft</b>(MSFT) - laptops.</p><p><blockquote><li><b>微软</b>（MSFT）-笔记本电脑。</li></blockquote></p><p></li>  <li><b>Dell</b>(NYSE:DELL)- laptops.</p><p><blockquote><li><b>戴尔</b>（纽约证券交易所代码：戴尔）- 笔记本电脑。</li></blockquote></p><p></li>  <li><b>Adobe</b>(ADBE) - creative software.</p><p><blockquote><li><b>土坯</b>（ADBE）-创意软件。</li></blockquote></p><p></p><p></li>  <li>And many more.</p><p><blockquote><li>还有更多。</li></blockquote></p><p></li> </ul> A comprehensive list of Apple’s competitors would be impossible to come up with, because the company operates in so many different verticals. In addition to all the names above, Apple is arguably in competition with the big semi companies, as it sells phones and laptops with Apple chips. Apple is one of the most comprehensive tech companies around, with a massive lineup of hardware, software and services, putting it in tacit competition with dozens of companies.</p><p><blockquote>由于该公司在许多不同的垂直领域开展业务，因此不可能列出苹果竞争对手的全面名单。除了上面所有的名字，苹果可以说是在与大型半导体公司竞争，因为它销售带有苹果芯片的手机和笔记本电脑。苹果是最全面的科技公司之一，拥有庞大的硬件、软件和服务阵容，与数十家公司进行默契竞争。</blockquote></p><p> How is Apple doing in the industries it competes in? According to&nbsp;Counterpoint Research&nbsp;and Statista, Apple’s market shares include:</p><p><blockquote>苹果在其竞争的行业中表现如何？根据 Counterpoint Research 和 Statista 的数据，苹果的市场份额包括：</blockquote></p><p> <ul>  <li>Smartphones: 47% in the US and 14% globally.</p><p><blockquote><ul><li>智能手机：美国47%，全球14%。</li></ul></blockquote></p><p></li>  <li>Laptops: 15% in the US and 7.6% globally.</p><p><blockquote><li>笔记本电脑：美国15%，全球7.6%。</li></blockquote></p><p></li>  <li>Smartwatches: over 50% globally.</p><p><blockquote><li>智能手表：全球超过50%。</li></blockquote></p><p></li>  <li>Tablets: 35% globally.</p><p><blockquote><li>平板电脑：全球35%。</li></blockquote></p><p></li> </ul> On the whole, Apple is in first or second place in most of its markets. It’s behind Samsung on smartphone sales but it leads in watches and tablets. This is a pretty good market position. And it could grow over time. Some of Apple’s product categories are still fairly new. The company only just recently broke into smart watches and&nbsp;sales in the category are growing at 50%. Apple has taken heat lately for its slowing growth, but certain products within the company’s lineup are growing faster than ever. This provides potential for strong growth well into the future.</p><p><blockquote>总体而言，苹果在其大部分市场都处于第一或第二的位置。它在智能手机销量上落后于三星，但在手表和平板电脑销量上领先。这是一个相当不错的市场地位。它会随着时间的推移而增长。苹果的一些产品类别仍然相当新。该公司最近才进军智能手表领域，该类别的销售额正以 50% 的速度增长。苹果最近因增长放缓而受到批评，但该公司产品线中的某些产品增长速度比以往任何时候都快。这为未来的强劲增长提供了潜力。</blockquote></p><p> <b>The M1 Chip and Apple Services</b></p><p><blockquote><b>M1芯片和苹果服务</b></blockquote></p><p> Speaking of future growth, it’s worth exploring two of Apple’s most promising categories:</p><p><blockquote>说到未来的增长，苹果最有前途的两个类别值得探讨：</blockquote></p><p> <i>The M1 Chip and Apple Services.</i></p><p><blockquote><i>M1芯片和苹果服务。</i></blockquote></p><p> The M1 Chip (really the M1 family of chips now) is a new chip designed by Apple based on ARM architecture. The base configuration boasts:</p><p><blockquote>M1芯片（现在真的是M1系列芯片）是苹果基于ARM架构设计的一款新芯片。基本配置拥有：</blockquote></p><p> <ul>  <li>An 8-core CPU.</p><p><blockquote><ul><li>8核CPU。</li></ul></blockquote></p><p></li>  <li>A 7-core GPU.</p><p><blockquote><li>7核GPU。</li></blockquote></p><p></li>  <li>8 or 16 gigs of RAM (physically built into the chip).</p><p><blockquote><li>8或16千兆字节的RAM（物理内置于芯片中）。</li></blockquote></p><p></li>  <li>5nm process.</p><p><blockquote><li>5nm工艺。</li></blockquote></p><p></li>  <li>16 billion transistors.</p><p><blockquote><li>160亿个晶体管。</li></blockquote></p><p></li>  <li>3.2 GHZ max clock rate.</p><p><blockquote><li>3.2 GHZ最大时钟速率。</li></blockquote></p><p></li> </ul> Incredible specs. And on top of that, there are two new models–the M1 Pro and M1 Max–that offer improvements on the base model. It would be tedious to list detailed spec sheets for these higher end models, but one eye-popping stat is the M1 Max’s 57 billion transistors. This competes with the CPUs included in extremely high end gaming PCs. And of course, that makes newer Macs themselves viable as gaming rigs, as countless&nbsp;YouTube reviewers have noted. Apple already has a sizable market share in laptops and desktops, but with the M1 chip family, it now has a shot at capturing the gaming segment as well. Until now, that market segment has proven elusive to Apple. So, there is significant potential for accelerating growth in Apple’s computer lineup.</p><p><blockquote>难以置信的规格。最重要的是，还有两款新机型——M1 Pro和M1 Max——在基础机型的基础上进行了改进。列出这些高端机型的详细规格表会很乏味，但一个令人瞠目结舌的数据是 M1 Max 的 570 亿个晶体管。这与极高端游戏PC中包含的CPU竞争。当然，正如无数YouTube评论者指出的那样，这使得较新的Mac电脑本身可以作为游戏机。苹果已经在笔记本电脑和台式机领域占据了相当大的市场份额，但凭借M1芯片系列，它现在也有机会占领游戏领域。到目前为止，事实证明，这一细分市场对苹果来说难以捉摸。因此，苹果的计算机产品线有很大的加速增长潜力。</blockquote></p><p> Next up is Apple services. This is a broad category that includes streaming music, movies, books and more. This category is always expanding and could potentially drive more growth after hardware growth slows down. In the most recent quarter, service growth actually&nbsp;lagged product growth, at 25% vs 30% for the latter. However, services are promising because they’re a category that could continue to grow even after hardware products reach their total addressable market. Global smartphone sales have been&nbsp;flat-lining after years of strong growth. In this environment, it would be unrealistic to expect Apple’s hardware sales to grow as fast as they did in the past. But by selling more services to existing customers, Apple can keep growing its total revenue even as hardware sales underwhelm.</p><p><blockquote>接下来是苹果服务。这是一个广泛的类别，包括流媒体音乐、电影、书籍等。这一类别一直在扩大，并有可能在硬件增长放缓后推动更多增长。在最近一个季度，服务增长实际上落后于产品增长，后者为 25%，而后者为 30%。然而，服务是很有前途的，因为即使在硬件产品达到其总目标市场之后，服务这一类别仍有可能继续增长。经过多年的强劲增长，全球智能手机销量一直持平。在这种环境下，指望苹果的硬件销售额能像过去那样快速增长是不现实的。但通过向现有客户销售更多服务，即使硬件销售不佳，苹果也能继续增长总收入。</blockquote></p><p> <b>Financials and Valuation</b></p><p><blockquote><b>财务及估值</b></blockquote></p><p> Now we can turn to Apple’s financials.</p><p><blockquote>现在我们可以看看苹果的财务状况了。</blockquote></p><p> Apple’s most recent quarter was a&nbsp;miss on both revenue and earnings; however, the results were strong in absolute terms. In the quarter, Apple delivered:</p><p><blockquote>苹果最近一个季度的收入和盈利均不佳；然而，从绝对角度来看，结果是强劲的。本季度，苹果实现了：</blockquote></p><p> <ul>  <li>$83 billion in revenue, up 29%.</p><p><blockquote><ul><li>收入 830 亿美元，增长 29%。</li></ul></blockquote></p><p></li>  <li>$27.3 billion in operating income, up 60%.</p><p><blockquote><li>经营利润273亿美元，增长60%。</li></blockquote></p><p></li>  <li>$20.5 billion in net income, up 63%.</p><p><blockquote><li>净利润205亿美元，增长63%。</li></blockquote></p><p></li>  <li>$1.24 in diluted EPS, up 69%.</p><p><blockquote><li>稀释后每股收益为 1.24 美元，上涨 69%。</li></blockquote></p><p></li> </ul> The company also reported $104 billion in TTM cash from operations in its fourth quarter report. That was up 28% from the year before.</p><p><blockquote>该公司还在第四季度报告中报告称，运营产生了 1040 亿美元的 TTM 现金。这比上一年增长了 28%。</blockquote></p><p> These were pretty solid results. Especially for a mature company. Apple is the biggest company in the world by market cap, yet its revenue and earnings are both up by growth stock levels. And this one quarter wasn’t a fluke. According to&nbsp;Seeking Alpha Quant, Apple’s five-year CAGR growth rates in the metrics listed above are:</p><p><blockquote>这些都是相当可靠的结果。尤其是对于一家成熟的公司来说。苹果是世界上市值最大的公司，但其收入和盈利均高于成长型股票的水平。这一季度并非侥幸。根据 Seeking Alpha Quant 的数据，苹果在上述指标中的五年复合年增长率如下：</blockquote></p><p> <ul>  <li>Revenue: 11%.</p><p><blockquote><ul><li>收入：11%。</li></ul></blockquote></p><p></li>  <li>Operating income: 12.7%.</p><p><blockquote><li>经营利润：12.7%。</li></blockquote></p><p></li>  <li>Net income: 15.7%.</p><p><blockquote><li>净利润：15.7%。</li></blockquote></p><p></li>  <li>Diluted EPS: 22%.</p><p><blockquote><li>稀释每股收益：22%。</li></blockquote></p><p></li>  <li>Cash flow: 10.7%.</p><p><blockquote><li>现金流：10.7%。</li></blockquote></p><p></li> </ul> Again very solid for a mature company. It does look like the most recent quarter was better than average, but the long-term metrics are still very good. Which gets to the heart of this article’s thesis:</p><p><blockquote>对于一家成熟的公司来说，这又是非常可靠的。最近一个季度看起来确实好于平均水平，但长期指标仍然非常好。这正是本文论文的核心所在：</blockquote></p><p></p><p> Apple is definitely not a bubble stock. Its valuation is fairly steep, as it trades at 30 times earnings, 7.7 times sales, and 26 times cash flow. But the company still has plenty of growth potential. Compounded annually, its earnings are growing at 22%, and as the most recent quarter showed, it has room for acceleration. If you factor in both growth and value, you get a&nbsp;PEG ratio of just 0.43&nbsp;for the trailing 12-month period. That’s far from a bubble valuation. In fact, it looks downright cheap.</p><p><blockquote>苹果绝对不是泡沫股。它的估值相当高，因为它的交易价格是市盈率的 30 倍、销售额的 7.7 倍和现金流的 26 倍。但该公司仍有很大的增长潜力。按年复合计算，其盈利增长率为 22%，正如最近一个季度所显示的那样，它还有加速增长的空间。如果同时考虑增长和价值，过去 12 个月的 PEG 比率仅为 0.43。这远非泡沫估值。事实上，它看起来非常便宜。</blockquote></p><p> <b>Risks and Challenges</b></p><p><blockquote><b>风险与挑战</b></blockquote></p><p> While Apple is definitely an ultra-profitable company with strong growth and a moderate valuation, its stock is not without its risks. As a major hardware company, it is vulnerable to supply chain issues, and other shocks. Some major risks and challenges to the bullish thesis outlined in this article include:</p><p><blockquote>虽然苹果绝对是一家增长强劲、估值适中的超高利润公司，但其股票并非没有风险。作为一家大型硬件公司，它很容易受到供应链问题和其他冲击。本文概述的看涨论点的一些主要风险和挑战包括：</blockquote></p><p> <ul>  <li><b>Supply chain issues.</b>The world is currently going through a chip shortage, as well as shortages of various other hi-tech parts. These problems are affecting Apple. Just recently, the company&nbsp;slashed iPhone production&nbsp;because of supply chain issues. That right before the crucial Holiday season, no less. These kinds of problems are an ever-present threat for a hardware company like Apple, which depends on a ready supply of raw materials to keep sales flowing.</p><p><blockquote><ul><li><b>供应链问题。</b>世界目前正在经历芯片短缺，以及各种其他高科技零部件的短缺。这些问题正在影响苹果。就在最近，由于供应链问题，该公司削减了iPhone的产量。就在关键的假期之前。对于像苹果这样依赖现成的原材料供应来保持销售的硬件公司来说，这类问题是一个无处不在的威胁。</li></ul></blockquote></p><p></li>  <li><b>Scale.</b>Mathematically, the bigger something gets, the larger of an increase is needed to drive percentage gains equal to past ones. If you start selling $1,000 widgets and sell one your first year, you double your sales just by selling $2,000 worth the next year. If, however, ten years later, you’re selling $332 billion worth, you need customers to come up with $664 billion in the eleventh year to achieve the same growth. This is mathematically unlikely. And as it just so happens, Apple’s $83 billion Q4 revenue annualizes to $332 billion. So growth will be harder to achieve going forward.</p><p><blockquote><li><b>比例。</b>从数学上讲，某件事变得越大，就需要更大的增长来推动与过去相同的百分比增长。如果你开始销售1000美元的小部件，并在第一年卖出一个，那么第二年只要卖出价值2000美元的小部件，你的销售额就会翻一番。然而，如果十年后，你的销售额达到了 3320 亿美元，那么你需要客户在第 11 年拿出 6640 亿美元，才能实现同样的增长。这在数学上是不太可能的。巧合的是，苹果第四季度 830 亿美元的收入年化达到了 3320 亿美元。因此，未来实现增长将更加困难。</li></blockquote></p><p></li>  <li><b>Disruption.</b>Apple’s business model requires that it stay on the leading edge of tech innovation. If another company comes out with something decisively superior to the iPhone, that could kill Apple’s business overnight. Apple itself&nbsp;did this once, to&nbsp;<b>BlackBerry</b>(BB), makers of the ill-fated BlackBerry Smartphone. The history of the tech industry is littered with companies eating each other's lunch, and while Apple has billions to spend on R&amp;D, you never know where the next threat will come from.</p><p><blockquote><li><b>中断。</b>苹果的商业模式要求其始终处于技术创新的前沿。如果另一家公司推出明显优于 iPhone 的产品，那可能会在一夜之间扼杀苹果的业务。苹果自己也做过一次，<b>黑莓</b>（BB），命运多舛的黑莓智能手机的制造商。科技行业的历史上充满了公司互相吃掉对方的午餐，虽然苹果有数十亿美元用于研发，但你永远不知道下一个威胁会来自哪里。</li></blockquote></p><p></li> </ul> The above are some very real risks for investors to keep in mind. The supply chain risk, in particular, is very real, having been cited as a problem in several quarterly reports. With that said, Apple stock has an incredible moat, decent growth, and a not-unreasonable valuation. This is definitely not a stock to short. And while the gains realized by longs will not be as good in the future as they were in the past, they should still be decent.</p><p><blockquote>以上是投资者需要牢记的一些非常真实的风险。尤其是供应链风险，非常真实，在几份季度报告中都被列为一个问题。话虽如此，苹果股票拥有令人难以置信的护城河、体面的增长和不合理的估值。这绝对不是一只可以做空的股票。虽然多头实现的收益在未来不会像过去那么好，但它们仍然应该是不错的。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4476363-apple-stock-no-bubble\">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":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4476363-apple-stock-no-bubble","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164467804","content_text":"Summary\n\nApple stock has risen 34% this year, beating the NASDAQ 100 by a wide margin.\nThis has led some to say that the stock is in a bubble, as its price is rising rapidly.\nHowever, Apple's stock price gains are about in line with revenue growth, and actually slower than the most recent quarter's EPS growth.\nIn this article, I will develop a bullish thesis on Apple, arguing that it has a wide moat that will power future growth and profitability.\n\nJustin Sullivan/Getty Images News\nApple Inc.(AAPL) stock has delivered a solid performance in 2021. Up 35% for the year, it has solidly outperformed both the NASDAQ 100 and the S&P 500. The latest in a long streak of winning years for the company, Apple’s 2021 shows that a stock is never too big to beat the market.\nWith that said, there’s no shortage of people who think Apple’s winning run is due for a correction. In recent weeks, we’ve seen a deluge of articles claiming that AAPL is overvalued, with titles like:\n\n“Apple Stock is Now a Bubble.”\n“Why Apple Stock May Be a Bubble That’s Ready to Burst.”\n“Sell AAPL? Why This Expert Sees Apple Stock Dipping 12%”\n\nNot all of these articles have been unambiguously bearish. A few mention positives along with negatives. But generally speaking, the sentiment that Apple is a bubble, or at least overvalued, is becoming common. If you look at TipRanks’ sentiment chart, it shows decisively negative sentiment toward Apple stock.\nSource: TipRanks’ sentiment chart\nThe bearishness of investor sentiment toward Apple becomes clear when we compare it to the sentiment toward Meta Platforms(FB). Meta, a company that is being sued for antitrust violations and getting attacked in the press daily, has a nearly perfect sentiment score. So there is no special tech curse that guarantees negative sentiment toward individual stocks in the sector. Apple’s sentiment problem is indeed its own problem.\n\nWhich begs the question:\nWhy?\nApple is a wide-moat stock, one of the few tech companies that controls both hardware and software for most of its users. Many companies have attempted to copy Apple’s strategy of maximizing revenue by integrating hardware and apps, but few have succeeded at it. If you want the IOS or Mac OS experience, you need an iPhone or Mac. And billions of people want those experiences enough to pay top dollar for Apple’s products. Few other tech companies have that advantage – Nintendo(OTCPK:NTDOY) being one exception, if you count gaming as tech.\nThis makes Apple arguably a wide-moat stock. You need Apple hardware to run Apple software, and people like Apple software. This gives Apple a “monopoly” on a certain collection of software experiences. It does not have a monopoly on any particular device category, but it’s the only company that can provide the integrated Apple ecosystem.\nThis advantage has paid dividends to Apple shareholders – both figuratively and literally. Apple is the world’s biggest company by market cap and the fourth-biggest by revenue. Its revenue growth rate has slowed in recent years, but certain segments (such as watches and services) are growing faster than ever. It appears, then, that Apple still has the potential for significant profitability and growth. Accordingly, I’ll develop a bullish thesis on Apple in this article, arguing that its solid economic moat provides potential for its stock to appreciate in the future.\nCompetitive Landscape\nOne of the most important things to understand about Apple is its competitive position. The company operates in such a wide variety of different markets that it’s hard to pin down its business beyond simply “tech.” Technically, the company’s SIC Code (industry classification) is 7372, denoting “prepackaged software.” However, this doesn’t capture the full extent of Apple’s business activities, as it’s also involved in hardware, semiconductors,payments and entertainment.\nSome of Apple’s most noteworthy competitors include:\n\nSamsung(OTC:SSNLF) - smartphones.\nHuawei- smartphones.\nAlphabet(GOOG) - smartphones, laptops, and software.\nMicrosoft(MSFT) - laptops.\nDell(NYSE:DELL)- laptops.\nAdobe(ADBE) - creative software.\nAnd many more.\n\nA comprehensive list of Apple’s competitors would be impossible to come up with, because the company operates in so many different verticals. In addition to all the names above, Apple is arguably in competition with the big semi companies, as it sells phones and laptops with Apple chips. Apple is one of the most comprehensive tech companies around, with a massive lineup of hardware, software and services, putting it in tacit competition with dozens of companies.\nHow is Apple doing in the industries it competes in? According to Counterpoint Research and Statista, Apple’s market shares include:\n\nSmartphones: 47% in the US and 14% globally.\nLaptops: 15% in the US and 7.6% globally.\nSmartwatches: over 50% globally.\nTablets: 35% globally.\n\nOn the whole, Apple is in first or second place in most of its markets. It’s behind Samsung on smartphone sales but it leads in watches and tablets. This is a pretty good market position. And it could grow over time. Some of Apple’s product categories are still fairly new. The company only just recently broke into smart watches and sales in the category are growing at 50%. Apple has taken heat lately for its slowing growth, but certain products within the company’s lineup are growing faster than ever. This provides potential for strong growth well into the future.\nThe M1 Chip and Apple Services\nSpeaking of future growth, it’s worth exploring two of Apple’s most promising categories:\nThe M1 Chip and Apple Services.\nThe M1 Chip (really the M1 family of chips now) is a new chip designed by Apple based on ARM architecture. The base configuration boasts:\n\nAn 8-core CPU.\nA 7-core GPU.\n8 or 16 gigs of RAM (physically built into the chip).\n5nm process.\n16 billion transistors.\n3.2 GHZ max clock rate.\n\nIncredible specs. And on top of that, there are two new models–the M1 Pro and M1 Max–that offer improvements on the base model. It would be tedious to list detailed spec sheets for these higher end models, but one eye-popping stat is the M1 Max’s 57 billion transistors. This competes with the CPUs included in extremely high end gaming PCs. And of course, that makes newer Macs themselves viable as gaming rigs, as countless YouTube reviewers have noted. Apple already has a sizable market share in laptops and desktops, but with the M1 chip family, it now has a shot at capturing the gaming segment as well. Until now, that market segment has proven elusive to Apple. So, there is significant potential for accelerating growth in Apple’s computer lineup.\nNext up is Apple services. This is a broad category that includes streaming music, movies, books and more. This category is always expanding and could potentially drive more growth after hardware growth slows down. In the most recent quarter, service growth actually lagged product growth, at 25% vs 30% for the latter. However, services are promising because they’re a category that could continue to grow even after hardware products reach their total addressable market. Global smartphone sales have been flat-lining after years of strong growth. In this environment, it would be unrealistic to expect Apple’s hardware sales to grow as fast as they did in the past. But by selling more services to existing customers, Apple can keep growing its total revenue even as hardware sales underwhelm.\nFinancials and Valuation\nNow we can turn to Apple’s financials.\nApple’s most recent quarter was a miss on both revenue and earnings; however, the results were strong in absolute terms. In the quarter, Apple delivered:\n\n$83 billion in revenue, up 29%.\n$27.3 billion in operating income, up 60%.\n$20.5 billion in net income, up 63%.\n$1.24 in diluted EPS, up 69%.\n\nThe company also reported $104 billion in TTM cash from operations in its fourth quarter report. That was up 28% from the year before.\nThese were pretty solid results. Especially for a mature company. Apple is the biggest company in the world by market cap, yet its revenue and earnings are both up by growth stock levels. And this one quarter wasn’t a fluke. According to Seeking Alpha Quant, Apple’s five-year CAGR growth rates in the metrics listed above are:\n\nRevenue: 11%.\nOperating income: 12.7%.\nNet income: 15.7%.\nDiluted EPS: 22%.\nCash flow: 10.7%.\n\nAgain very solid for a mature company. It does look like the most recent quarter was better than average, but the long-term metrics are still very good. Which gets to the heart of this article’s thesis:\nApple is definitely not a bubble stock. Its valuation is fairly steep, as it trades at 30 times earnings, 7.7 times sales, and 26 times cash flow. But the company still has plenty of growth potential. Compounded annually, its earnings are growing at 22%, and as the most recent quarter showed, it has room for acceleration. If you factor in both growth and value, you get a PEG ratio of just 0.43 for the trailing 12-month period. That’s far from a bubble valuation. In fact, it looks downright cheap.\nRisks and Challenges\nWhile Apple is definitely an ultra-profitable company with strong growth and a moderate valuation, its stock is not without its risks. As a major hardware company, it is vulnerable to supply chain issues, and other shocks. Some major risks and challenges to the bullish thesis outlined in this article include:\n\nSupply chain issues.The world is currently going through a chip shortage, as well as shortages of various other hi-tech parts. These problems are affecting Apple. Just recently, the company slashed iPhone production because of supply chain issues. That right before the crucial Holiday season, no less. These kinds of problems are an ever-present threat for a hardware company like Apple, which depends on a ready supply of raw materials to keep sales flowing.\nScale.Mathematically, the bigger something gets, the larger of an increase is needed to drive percentage gains equal to past ones. If you start selling $1,000 widgets and sell one your first year, you double your sales just by selling $2,000 worth the next year. If, however, ten years later, you’re selling $332 billion worth, you need customers to come up with $664 billion in the eleventh year to achieve the same growth. This is mathematically unlikely. And as it just so happens, Apple’s $83 billion Q4 revenue annualizes to $332 billion. So growth will be harder to achieve going forward.\nDisruption.Apple’s business model requires that it stay on the leading edge of tech innovation. If another company comes out with something decisively superior to the iPhone, that could kill Apple’s business overnight. Apple itself did this once, to BlackBerry(BB), makers of the ill-fated BlackBerry Smartphone. The history of the tech industry is littered with companies eating each other's lunch, and while Apple has billions to spend on R&D, you never know where the next threat will come from.\n\nThe above are some very real risks for investors to keep in mind. The supply chain risk, in particular, is very real, having been cited as a problem in several quarterly reports. With that said, Apple stock has an incredible moat, decent growth, and a not-unreasonable valuation. This is definitely not a stock to short. And while the gains realized by longs will not be as good in the future as they were in the past, they should still be decent.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":4190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691601702,"gmtCreate":1640177879747,"gmtModify":1640177883265,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"title":"","htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691601702","repostId":"2193915241","repostType":4,"isVote":1,"tweetType":1,"viewCount":4020,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693792045,"gmtCreate":1640075091176,"gmtModify":1640075091987,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"title":"","htmlText":"The impact over the next five years on underlying revenue growth and profitability will be significant.&nbsp;","listText":"The impact over the next five years on underlying revenue growth and profitability will be significant.&nbsp;","text":"The impact over the next five years on underlying revenue growth and profitability will be significant.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693792045","repostId":"1108709960","repostType":4,"repost":{"id":"1108709960","kind":"news","pubTimestamp":1640065956,"share":"https://www.laohunote.com/m/news/1108709960?lang=zh_CN&edition=full","pubTime":"2021-12-21 13:52","market":"us","language":"en","title":"SoFi And Its Bulls Might Just Be Standing On The Cusp Of Something Big<blockquote>SoFi 及其多头可能正站在大事的风口浪尖</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1108709960","media":"Seeking Alpha","summary":"Summary\n\nThe risk clouding one of SoFi's main catalysts for next year seems to have been removed.\n20","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>The risk clouding one of SoFi's main catalysts for next year seems to have been removed.</li>  <li>2022 stands to be a big year as the convergence of several factors stands to see underlying competitiveness and profitability improve.</li>  <li>If SoFi's plans come to fruition, the value creation in the years ahead will be significant.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95b4a7a135703546a6ddfa3c8d7629dd\" tg-width=\"1536\" tg-height=\"924\" width=\"100%\" height=\"auto\"><span>PM Images/DigitalVision via Getty Images</span></p><p><blockquote><ul><li>明年影响 SoFi 主要催化剂之一的风险似乎已经消除。</li><li>2022 年将是重要的一年，因为几个因素的汇聚将见证潜在竞争力和盈利能力的提高。</li><li>如果SoFi的计划得以实现，未来几年的价值创造将是巨大的。</li></ul><p class=\"t-img-caption\"><span>PM Images/DigitalVision via Getty Images</span></p></blockquote></p><p> SoFi's (SOFI) bulls know they have two major catalysts to look forward to next year; the banking charter and the end of the student loan moratorium. The latter saw a pause on federal student loan payments and temporarily set the loan interest rate to 0%. In my&nbsp;last SoFi article, I flagged the potential extension of this as a salient risk shareholders need to be aware of. Not anymore. The White House has now categorically&nbsp;ruled out an extension&nbsp;and confirmed that repayments will begin from the start of February. Albeit with some comments on a \"smooth transition\" to repayments which will likely soften revenue recognition in the initial months.</p><p><blockquote>SoFi (SOFI) 多头知道他们明年有两个主要催化剂值得期待；银行章程和学生贷款暂停期的结束。后者暂停了联邦学生贷款的支付，并暂时将贷款利率设定为0%。在我上一篇 SoFi 文章中，我将这种情况的潜在延伸标记为股东需要注意的重大风险。不再是了。白宫现已断然排除延期的可能性，并确认还款将于二月初开始。尽管有人对还款的“平稳过渡”发表了一些评论，这可能会削弱最初几个月的收入确认。</blockquote></p><p> SoFi was founded in 2011 by four Stanford Graduate School of Business students who wanted to provide a more affordable option to classmates taking on expensive debt to fund their education. Hence, student loan refinancing remains a significant part of the overall revenue mix even as the company's business operations have since been developed to include other types of lending, financial services, and Galileo.</p><p><blockquote>SoFi 由四名斯坦福大学商学院学生于 2011 年创立，他们希望为背负昂贵债务来资助教育的同学提供更实惠的选择。因此，学生贷款再融资仍然是整体收入组合的重要组成部分，尽管该公司的业务运营已经发展到包括其他类型的贷款、金融服务和伽利略。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60e52914b88f26796aa31722c0dd785b\" tg-width=\"640\" tg-height=\"435\" width=\"100%\" height=\"auto\"><span>SoFi Student Loan Refinancing Offer</span></p><p><blockquote><p class=\"t-img-caption\"><span>SoFi 学生贷款再融资优惠</span></p></blockquote></p><p> The impact of the extension of the moratorium on fiscal 2021 revenue was pronounced. This saw the company forfeit $52 million in SLR volume on the back of the&nbsp;CARES Act extension. This business was doing over $2 billion of student loan volume a quarter before the pandemic hit. The student loan business has been at less than 50% as lenders took on a more laid back approach to paying back their student loans since the initial moratorium was enacted via an executive order in March 2020.</p><p><blockquote>延长暂停期对2021财年收入的影响是显而易见的。由于《关怀法案》的延期，该公司损失了 5200 万美元的单反相机销量。在疫情爆发前的一个季度，这项业务的学生贷款量超过了 20 亿美元。自 2020 年 3 月通过行政命令颁布最初的暂停令以来，由于贷方采取了更悠闲的方式来偿还学生贷款，学生贷款业务一直不到 50%。</blockquote></p><p> Hence, and for the first time in almost two years, SoFi should have a significant tailwind in 2022 with SLR volumes picking up to aggregate with momentum in personal loan volume and its more competitive home loan product. The company expects its lending business to grow by about 25% annually over the next five fiscal years until 2026. Financial services is also expected to realize growth of about 150% annually until 2026 with Galileo seeing a 50% annual growth over the same time period.</p><p><blockquote>因此，近两年来，SoFi 将首次在 2022 年迎来显着的推动力，SLR 交易量将随着个人贷款交易量及其更具竞争力的住房贷款产品的势头而上升。该公司预计，在 2026 年之前的未来五个财年内，其贷款业务每年将增长约 25%。金融服务预计到 2026 年将实现约 150% 的年增长率，伽利略同期将实现 50% 的年增长率。</blockquote></p><p> The bank charter is the next phase of SoFi's growth as it would have a material effect on every facet of SoFi's businesses from SoFi Money and all their lending lines. Why?</p><p><blockquote>银行章程是SoFi发展的下一阶段，因为它将对SoFi Money及其所有贷款额度的SoFi业务的各个方面产生重大影响。为什么？</blockquote></p><p> <b>It's The Margins, Stupid</b></p><p><blockquote><b>是边缘，笨蛋</b></blockquote></p><p> At the core, owning a bank charter would allow SoFi to use their deposits, primarily from SoFi Money, to fund their own loans. Only banks are allowed to take FDIC-insured deposits from the public and have access to deposits as a source of funding. This would see the company replace its current comparatively costly financing agreements in place with a patchwork of third-party institutions. Operating as a chartered bank would provide access to the payments system operated by the Federal Reserve and access to wholesale funding such as the Federal Reserve discount window, Federal Home Loan Bank advances, and the federal funds market.</p><p><blockquote>从本质上讲，拥有银行章程将允许 SoFi 使用其存款（主要来自 SoFi Money）为自己的贷款提供资金。只有银行才被允许从公众那里接受 FDIC 保险的存款，并有权获得存款作为资金来源。这将使该公司用第三方机构的拼凑取代目前相对昂贵的融资协议。作为特许银行运营将提供对美联储运营的支付系统的访问，以及对美联储贴现窗口、联邦住房贷款银行预付款和联邦基金市场等批发资金的访问。</blockquote></p><p> Further, in some jurisdictions, corporate entities permitted to act as a trustee is sometimes limited to just banks and trust companies. Essentially, SoFi's customer deposits will be used as a reservoir of funds that can then be drawn on to make loans. This will have a double pronged effect of allowing SoFi to offer more competitive loan rates whilst reducing their cost of capital. It would reverberate across the company's one-stop platform model by simultaneously making all their services more competitive. This would help to extend the current multi-product platform moat and contribute heavily to the bullish story. The recent weakness in the company's stock price now means this salient catalyst is not at all priced in. The impact over the next five years on underlying revenue growth and profitability will be significant. It would help drive the company's 5-year plan to reach at least 10 million members as it builds out its value add for its core demographic of US households with annual income of $100,000 or more.</p><p><blockquote>此外，在某些司法管辖区，获准担任受托人的法人实体有时仅限于银行和信托公司。从本质上讲，SoFi 的客户存款将被用作资金库，然后可以用来发放贷款。这将产生双管齐下的效果，使 SoFi 能够提供更具竞争力的贷款利率，同时降低资本成本。这将在公司的一站式平台模式中产生影响，同时使他们的所有服务更具竞争力。这将有助于扩展当前的多产品平台护城河，并为看涨故事做出重大贡献。该公司股价最近的疲软意味着这一突出的催化剂根本没有被定价。未来五年对基本收入增长和盈利能力的影响将是重大的。这将有助于推动该公司的五年计划，即覆盖至少 1000 万会员，同时为年收入 10 万美元或以上的美国家庭核心人群创造附加值。</blockquote></p><p></p><p> From being the sole retail distributor of the Rivian IPO and the pending banking charter, SoFi is taking the steps necessary to differentiate itself and build out a moat to dominate the expected decade-long growth of digital financial products. The company has also raised a further&nbsp;$95 million&nbsp;from the cash redemption of its outstanding warrants, simplifying its share structure.</p><p><blockquote>从成为Rivian IPO和悬而未决的银行章程的唯一零售分销商，SoFi正在采取必要的措施来脱颖而出，并建立护城河，以主导数字金融产品预期的十年增长。该公司还通过现金赎回其未偿还认股权证又筹集了 9500 万美元，简化了其股权结构。</blockquote></p><p> <b>What Makes A Great Company And A Good Investment?</b></p><p><blockquote><b>是什么造就了一家伟大的公司和一项好的投资？</b></blockquote></p><p> Companies with a pertinent ability to grow their revenues while proportionally increasing profits have always performed well. It's positive to see SoFi taking the steps to secure long-term revenue growth runway and underlying profitability. It's two catalysts are salient as they would place SoFi on a path to compete even better in the fields it currently operates in. Hence, with just 9 trading days left of this year left, the end of year-tax loss selling short sell trade looks set to finally taper out.J.P. Morgan's Kolanovic notes&nbsp;that the selloff is likely due for a reversal.</p><p><blockquote>具有增加收入同时按比例增加利润的相关能力的公司总是表现良好。看到 SoFi 采取措施确保长期收入增长跑道和基本盈利能力是积极的。这两个催化剂非常突出，因为它们将使 SoFi 走上一条在其目前运营的领域更好地竞争的道路。因此，在今年只剩下 9 个交易日的情况下，年终税收损失卖空交易看起来最终将逐渐减少。摩根大通的科拉诺维奇指出，抛售可能会出现逆转。</blockquote></p><p> Bulls should not be complacent though as the broader economy could weaken if high inflation remains persistent and rising interest rates dampens consumer demand materially. I remain long and continue to buy on this weakness.</p><p><blockquote>不过，多头不应自满，因为如果高通胀持续存在，且利率上升严重抑制消费者需求，整体经济可能会走弱。我持有多头，并继续利用这一弱点买入。</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>SoFi And Its Bulls Might Just Be Standing On The Cusp Of Something Big<blockquote>SoFi 及其多头可能正站在大事的风口浪尖</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\">\nSoFi And Its Bulls Might Just Be Standing On The Cusp Of Something Big<blockquote>SoFi 及其多头可能正站在大事的风口浪尖</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\">2021-12-21 13:52</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>The risk clouding one of SoFi's main catalysts for next year seems to have been removed.</li>  <li>2022 stands to be a big year as the convergence of several factors stands to see underlying competitiveness and profitability improve.</li>  <li>If SoFi's plans come to fruition, the value creation in the years ahead will be significant.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95b4a7a135703546a6ddfa3c8d7629dd\" tg-width=\"1536\" tg-height=\"924\" width=\"100%\" height=\"auto\"><span>PM Images/DigitalVision via Getty Images</span></p><p><blockquote><ul><li>明年影响 SoFi 主要催化剂之一的风险似乎已经消除。</li><li>2022 年将是重要的一年，因为几个因素的汇聚将见证潜在竞争力和盈利能力的提高。</li><li>如果SoFi的计划得以实现，未来几年的价值创造将是巨大的。</li></ul><p class=\"t-img-caption\"><span>PM Images/DigitalVision via Getty Images</span></p></blockquote></p><p> SoFi's (SOFI) bulls know they have two major catalysts to look forward to next year; the banking charter and the end of the student loan moratorium. The latter saw a pause on federal student loan payments and temporarily set the loan interest rate to 0%. In my&nbsp;last SoFi article, I flagged the potential extension of this as a salient risk shareholders need to be aware of. Not anymore. The White House has now categorically&nbsp;ruled out an extension&nbsp;and confirmed that repayments will begin from the start of February. Albeit with some comments on a \"smooth transition\" to repayments which will likely soften revenue recognition in the initial months.</p><p><blockquote>SoFi (SOFI) 多头知道他们明年有两个主要催化剂值得期待；银行章程和学生贷款暂停期的结束。后者暂停了联邦学生贷款的支付，并暂时将贷款利率设定为0%。在我上一篇 SoFi 文章中，我将这种情况的潜在延伸标记为股东需要注意的重大风险。不再是了。白宫现已断然排除延期的可能性，并确认还款将于二月初开始。尽管有人对还款的“平稳过渡”发表了一些评论，这可能会削弱最初几个月的收入确认。</blockquote></p><p> SoFi was founded in 2011 by four Stanford Graduate School of Business students who wanted to provide a more affordable option to classmates taking on expensive debt to fund their education. Hence, student loan refinancing remains a significant part of the overall revenue mix even as the company's business operations have since been developed to include other types of lending, financial services, and Galileo.</p><p><blockquote>SoFi 由四名斯坦福大学商学院学生于 2011 年创立，他们希望为背负昂贵债务来资助教育的同学提供更实惠的选择。因此，学生贷款再融资仍然是整体收入组合的重要组成部分，尽管该公司的业务运营已经发展到包括其他类型的贷款、金融服务和伽利略。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60e52914b88f26796aa31722c0dd785b\" tg-width=\"640\" tg-height=\"435\" width=\"100%\" height=\"auto\"><span>SoFi Student Loan Refinancing Offer</span></p><p><blockquote><p class=\"t-img-caption\"><span>SoFi 学生贷款再融资优惠</span></p></blockquote></p><p> The impact of the extension of the moratorium on fiscal 2021 revenue was pronounced. This saw the company forfeit $52 million in SLR volume on the back of the&nbsp;CARES Act extension. This business was doing over $2 billion of student loan volume a quarter before the pandemic hit. The student loan business has been at less than 50% as lenders took on a more laid back approach to paying back their student loans since the initial moratorium was enacted via an executive order in March 2020.</p><p><blockquote>延长暂停期对2021财年收入的影响是显而易见的。由于《关怀法案》的延期，该公司损失了 5200 万美元的单反相机销量。在疫情爆发前的一个季度，这项业务的学生贷款量超过了 20 亿美元。自 2020 年 3 月通过行政命令颁布最初的暂停令以来，由于贷方采取了更悠闲的方式来偿还学生贷款，学生贷款业务一直不到 50%。</blockquote></p><p> Hence, and for the first time in almost two years, SoFi should have a significant tailwind in 2022 with SLR volumes picking up to aggregate with momentum in personal loan volume and its more competitive home loan product. The company expects its lending business to grow by about 25% annually over the next five fiscal years until 2026. Financial services is also expected to realize growth of about 150% annually until 2026 with Galileo seeing a 50% annual growth over the same time period.</p><p><blockquote>因此，近两年来，SoFi 将首次在 2022 年迎来显着的推动力，SLR 交易量将随着个人贷款交易量及其更具竞争力的住房贷款产品的势头而上升。该公司预计，在 2026 年之前的未来五个财年内，其贷款业务每年将增长约 25%。金融服务预计到 2026 年将实现约 150% 的年增长率，伽利略同期将实现 50% 的年增长率。</blockquote></p><p> The bank charter is the next phase of SoFi's growth as it would have a material effect on every facet of SoFi's businesses from SoFi Money and all their lending lines. Why?</p><p><blockquote>银行章程是SoFi发展的下一阶段，因为它将对SoFi Money及其所有贷款额度的SoFi业务的各个方面产生重大影响。为什么？</blockquote></p><p> <b>It's The Margins, Stupid</b></p><p><blockquote><b>是边缘，笨蛋</b></blockquote></p><p> At the core, owning a bank charter would allow SoFi to use their deposits, primarily from SoFi Money, to fund their own loans. Only banks are allowed to take FDIC-insured deposits from the public and have access to deposits as a source of funding. This would see the company replace its current comparatively costly financing agreements in place with a patchwork of third-party institutions. Operating as a chartered bank would provide access to the payments system operated by the Federal Reserve and access to wholesale funding such as the Federal Reserve discount window, Federal Home Loan Bank advances, and the federal funds market.</p><p><blockquote>从本质上讲，拥有银行章程将允许 SoFi 使用其存款（主要来自 SoFi Money）为自己的贷款提供资金。只有银行才被允许从公众那里接受 FDIC 保险的存款，并有权获得存款作为资金来源。这将使该公司用第三方机构的拼凑取代目前相对昂贵的融资协议。作为特许银行运营将提供对美联储运营的支付系统的访问，以及对美联储贴现窗口、联邦住房贷款银行预付款和联邦基金市场等批发资金的访问。</blockquote></p><p> Further, in some jurisdictions, corporate entities permitted to act as a trustee is sometimes limited to just banks and trust companies. Essentially, SoFi's customer deposits will be used as a reservoir of funds that can then be drawn on to make loans. This will have a double pronged effect of allowing SoFi to offer more competitive loan rates whilst reducing their cost of capital. It would reverberate across the company's one-stop platform model by simultaneously making all their services more competitive. This would help to extend the current multi-product platform moat and contribute heavily to the bullish story. The recent weakness in the company's stock price now means this salient catalyst is not at all priced in. The impact over the next five years on underlying revenue growth and profitability will be significant. It would help drive the company's 5-year plan to reach at least 10 million members as it builds out its value add for its core demographic of US households with annual income of $100,000 or more.</p><p><blockquote>此外，在某些司法管辖区，获准担任受托人的法人实体有时仅限于银行和信托公司。从本质上讲，SoFi 的客户存款将被用作资金库，然后可以用来发放贷款。这将产生双管齐下的效果，使 SoFi 能够提供更具竞争力的贷款利率，同时降低资本成本。这将在公司的一站式平台模式中产生影响，同时使他们的所有服务更具竞争力。这将有助于扩展当前的多产品平台护城河，并为看涨故事做出重大贡献。该公司股价最近的疲软意味着这一突出的催化剂根本没有被定价。未来五年对基本收入增长和盈利能力的影响将是重大的。这将有助于推动该公司的五年计划，即覆盖至少 1000 万会员，同时为年收入 10 万美元或以上的美国家庭核心人群创造附加值。</blockquote></p><p></p><p> From being the sole retail distributor of the Rivian IPO and the pending banking charter, SoFi is taking the steps necessary to differentiate itself and build out a moat to dominate the expected decade-long growth of digital financial products. The company has also raised a further&nbsp;$95 million&nbsp;from the cash redemption of its outstanding warrants, simplifying its share structure.</p><p><blockquote>从成为Rivian IPO和悬而未决的银行章程的唯一零售分销商，SoFi正在采取必要的措施来脱颖而出，并建立护城河，以主导数字金融产品预期的十年增长。该公司还通过现金赎回其未偿还认股权证又筹集了 9500 万美元，简化了其股权结构。</blockquote></p><p> <b>What Makes A Great Company And A Good Investment?</b></p><p><blockquote><b>是什么造就了一家伟大的公司和一项好的投资？</b></blockquote></p><p> Companies with a pertinent ability to grow their revenues while proportionally increasing profits have always performed well. It's positive to see SoFi taking the steps to secure long-term revenue growth runway and underlying profitability. It's two catalysts are salient as they would place SoFi on a path to compete even better in the fields it currently operates in. Hence, with just 9 trading days left of this year left, the end of year-tax loss selling short sell trade looks set to finally taper out.J.P. Morgan's Kolanovic notes&nbsp;that the selloff is likely due for a reversal.</p><p><blockquote>具有增加收入同时按比例增加利润的相关能力的公司总是表现良好。看到 SoFi 采取措施确保长期收入增长跑道和基本盈利能力是积极的。这两个催化剂非常突出，因为它们将使 SoFi 走上一条在其目前运营的领域更好地竞争的道路。因此，在今年只剩下 9 个交易日的情况下，年终税收损失卖空交易看起来最终将逐渐减少。摩根大通的科拉诺维奇指出，抛售可能会出现逆转。</blockquote></p><p> Bulls should not be complacent though as the broader economy could weaken if high inflation remains persistent and rising interest rates dampens consumer demand materially. I remain long and continue to buy on this weakness.</p><p><blockquote>不过，多头不应自满，因为如果高通胀持续存在，且利率上升严重抑制消费者需求，整体经济可能会走弱。我持有多头，并继续利用这一弱点买入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4476032-sofi-bulls-on-cusp-of-something-big\">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":{"SOFI":"SoFi Technologies Inc."},"source_url":"https://seekingalpha.com/article/4476032-sofi-bulls-on-cusp-of-something-big","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108709960","content_text":"Summary\n\nThe risk clouding one of SoFi's main catalysts for next year seems to have been removed.\n2022 stands to be a big year as the convergence of several factors stands to see underlying competitiveness and profitability improve.\nIf SoFi's plans come to fruition, the value creation in the years ahead will be significant.\n\nPM Images/DigitalVision via Getty Images\nSoFi's (SOFI) bulls know they have two major catalysts to look forward to next year; the banking charter and the end of the student loan moratorium. The latter saw a pause on federal student loan payments and temporarily set the loan interest rate to 0%. In my last SoFi article, I flagged the potential extension of this as a salient risk shareholders need to be aware of. Not anymore. The White House has now categorically ruled out an extension and confirmed that repayments will begin from the start of February. Albeit with some comments on a \"smooth transition\" to repayments which will likely soften revenue recognition in the initial months.\nSoFi was founded in 2011 by four Stanford Graduate School of Business students who wanted to provide a more affordable option to classmates taking on expensive debt to fund their education. Hence, student loan refinancing remains a significant part of the overall revenue mix even as the company's business operations have since been developed to include other types of lending, financial services, and Galileo.\nSoFi Student Loan Refinancing Offer\nThe impact of the extension of the moratorium on fiscal 2021 revenue was pronounced. This saw the company forfeit $52 million in SLR volume on the back of the CARES Act extension. This business was doing over $2 billion of student loan volume a quarter before the pandemic hit. The student loan business has been at less than 50% as lenders took on a more laid back approach to paying back their student loans since the initial moratorium was enacted via an executive order in March 2020.\nHence, and for the first time in almost two years, SoFi should have a significant tailwind in 2022 with SLR volumes picking up to aggregate with momentum in personal loan volume and its more competitive home loan product. The company expects its lending business to grow by about 25% annually over the next five fiscal years until 2026. Financial services is also expected to realize growth of about 150% annually until 2026 with Galileo seeing a 50% annual growth over the same time period.\nThe bank charter is the next phase of SoFi's growth as it would have a material effect on every facet of SoFi's businesses from SoFi Money and all their lending lines. Why?\nIt's The Margins, Stupid\nAt the core, owning a bank charter would allow SoFi to use their deposits, primarily from SoFi Money, to fund their own loans. Only banks are allowed to take FDIC-insured deposits from the public and have access to deposits as a source of funding. This would see the company replace its current comparatively costly financing agreements in place with a patchwork of third-party institutions. Operating as a chartered bank would provide access to the payments system operated by the Federal Reserve and access to wholesale funding such as the Federal Reserve discount window, Federal Home Loan Bank advances, and the federal funds market.\nFurther, in some jurisdictions, corporate entities permitted to act as a trustee is sometimes limited to just banks and trust companies. Essentially, SoFi's customer deposits will be used as a reservoir of funds that can then be drawn on to make loans. This will have a double pronged effect of allowing SoFi to offer more competitive loan rates whilst reducing their cost of capital. It would reverberate across the company's one-stop platform model by simultaneously making all their services more competitive. This would help to extend the current multi-product platform moat and contribute heavily to the bullish story. The recent weakness in the company's stock price now means this salient catalyst is not at all priced in. The impact over the next five years on underlying revenue growth and profitability will be significant. It would help drive the company's 5-year plan to reach at least 10 million members as it builds out its value add for its core demographic of US households with annual income of $100,000 or more.\nFrom being the sole retail distributor of the Rivian IPO and the pending banking charter, SoFi is taking the steps necessary to differentiate itself and build out a moat to dominate the expected decade-long growth of digital financial products. The company has also raised a further $95 million from the cash redemption of its outstanding warrants, simplifying its share structure.\nWhat Makes A Great Company And A Good Investment?\nCompanies with a pertinent ability to grow their revenues while proportionally increasing profits have always performed well. It's positive to see SoFi taking the steps to secure long-term revenue growth runway and underlying profitability. It's two catalysts are salient as they would place SoFi on a path to compete even better in the fields it currently operates in. Hence, with just 9 trading days left of this year left, the end of year-tax loss selling short sell trade looks set to finally taper out.J.P. Morgan's Kolanovic notes that the selloff is likely due for a reversal.\nBulls should not be complacent though as the broader economy could weaken if high inflation remains persistent and rising interest rates dampens consumer demand materially. I remain long and continue to buy on this weakness.","news_type":1,"symbols_score_info":{"SOFI":0.9}},"isVote":1,"tweetType":1,"viewCount":4516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693092074,"gmtCreate":1639922066638,"gmtModify":1639922067494,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"title":"","htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693092074","repostId":"2192035909","repostType":4,"isVote":1,"tweetType":1,"viewCount":4012,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699597178,"gmtCreate":1639833746407,"gmtModify":1639833747215,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"title":"","htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699597178","repostId":"2192754259","repostType":4,"isVote":1,"tweetType":1,"viewCount":3488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690323915,"gmtCreate":1639638421892,"gmtModify":1639638701953,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/690323915","repostId":"1165547649","repostType":4,"repost":{"id":"1165547649","kind":"news","pubTimestamp":1639636896,"share":"https://www.laohunote.com/m/news/1165547649?lang=zh_CN&edition=full","pubTime":"2021-12-16 14:41","market":"us","language":"en","title":"Novartis Will Initiate Share Buyback of up to $15B<blockquote>诺华将启动高达 15B 美元的股票回购</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1165547649","media":"Marketwatch","summary":"Novartis AG said Thursday that it will use the proceeds from the recent sale of its stake in Roche H","content":"<p>Novartis AG said Thursday that it will use the proceeds from the recent sale of its stake in Roche Holding AG to buy back up to $15 billion of its shares by the end of 2023.</p><p><blockquote>诺华公司周四表示，将利用最近出售罗氏控股公司股份的收益，在 2023 年底前回购最多 150 亿美元的股票。</blockquote></p><p> The Swiss pharmaceutical company said it is confident in its growth prospects. Its pipeline has up to 20 assets with significant sales potential, and sales are expected to increase at a compound annual growth rate of 4% or more through 2026, the company said.</p><p><blockquote>这家瑞士制药公司表示，对其增长前景充满信心。该公司表示，其管道拥有多达 20 项具有巨大销售潜力的资产，预计到 2026 年，销售额将以 4% 或更高的复合年增长率增长。</blockquote></p><p> Novartis in November agreed to sell its stake in Roche back to its rival for $20.7 billion.</p><p><blockquote>诺华去年 11 月同意以 207 亿美元的价格将其持有的罗氏股份出售给竞争对手。</blockquote></p><p> The proceeds allow it to return value to shareholders without compromising its ability to engage in mergers and acquisitions, it said.</p><p><blockquote>该公司表示，这些收益使其能够在不影响其并购能力的情况下向股东返还价值。</blockquote></p><p></p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Novartis Will Initiate Share Buyback of up to $15B<blockquote>诺华将启动高达 15B 美元的股票回购</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\">\nNovartis Will Initiate Share Buyback of up to $15B<blockquote>诺华将启动高达 15B 美元的股票回购</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Marketwatch</strong><span class=\"h-time small\">2021-12-16 14:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Novartis AG said Thursday that it will use the proceeds from the recent sale of its stake in Roche Holding AG to buy back up to $15 billion of its shares by the end of 2023.</p><p><blockquote>诺华公司周四表示，将利用最近出售罗氏控股公司股份的收益，在 2023 年底前回购最多 150 亿美元的股票。</blockquote></p><p> The Swiss pharmaceutical company said it is confident in its growth prospects. Its pipeline has up to 20 assets with significant sales potential, and sales are expected to increase at a compound annual growth rate of 4% or more through 2026, the company said.</p><p><blockquote>这家瑞士制药公司表示，对其增长前景充满信心。该公司表示，其管道拥有多达 20 项具有巨大销售潜力的资产，预计到 2026 年，销售额将以 4% 或更高的复合年增长率增长。</blockquote></p><p> Novartis in November agreed to sell its stake in Roche back to its rival for $20.7 billion.</p><p><blockquote>诺华去年 11 月同意以 207 亿美元的价格将其持有的罗氏股份出售给竞争对手。</blockquote></p><p> The proceeds allow it to return value to shareholders without compromising its ability to engage in mergers and acquisitions, it said.</p><p><blockquote>该公司表示，这些收益使其能够在不影响其并购能力的情况下向股东返还价值。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/novartis-will-initiate-share-buyback-of-up-to-15b-271639635610?mod=newsviewer_click\">Marketwatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVS":"诺华"},"source_url":"https://www.marketwatch.com/story/novartis-will-initiate-share-buyback-of-up-to-15b-271639635610?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1165547649","content_text":"Novartis AG said Thursday that it will use the proceeds from the recent sale of its stake in Roche Holding AG to buy back up to $15 billion of its shares by the end of 2023.\nThe Swiss pharmaceutical company said it is confident in its growth prospects. Its pipeline has up to 20 assets with significant sales potential, and sales are expected to increase at a compound annual growth rate of 4% or more through 2026, the company said.\nNovartis in November agreed to sell its stake in Roche back to its rival for $20.7 billion.\nThe proceeds allow it to return value to shareholders without compromising its ability to engage in mergers and acquisitions, it said.","news_type":1,"symbols_score_info":{"NVS":0.9}},"isVote":1,"tweetType":1,"viewCount":3533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607458304,"gmtCreate":1639580622182,"gmtModify":1639580623004,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"title":"","htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/607458304","repostId":"1149717556","repostType":4,"repost":{"id":"1149717556","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":1639579526,"share":"https://www.laohunote.com/m/news/1149717556?lang=zh_CN&edition=full","pubTime":"2021-12-15 22:45","market":"us","language":"en","title":"Vaccine stocks rose sharply in morning trading, with Vir technology rising over 15% and Novavax rising over 4%<blockquote>疫苗股早盘大涨，Vir technology涨超15%，Novavax涨超4%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1149717556","media":"Tiger Newspress","summary":"Vaccine stocks rose sharply in morning trading, with Vir technology rising over 15% and Novavax risi","content":"<p>Vaccine stocks rose sharply in morning trading, with Vir technology rising over 15% and Novavax rising over 4%.<img src=\"https://static.tigerbbs.com/9fe6a9d4d67542197b8f5233dddb808c\" tg-width=\"287\" tg-height=\"246\" width=\"100%\" height=\"auto\">Vir Biotechnology (VIR) unveiled late Tuesday new preclinical data that demonstrates the impact of the \"significant antigenic shift\" of the new SARS-CoV-2 Omicron variant on neutralizing activity of monoclonal antibodies.</p><p><blockquote>疫苗股早盘大幅上涨，Vir technology涨超15%，Novavax涨超4%。Vir Biotechnology (VIR) 周二晚间公布了新的临床前数据，证明了新型新型冠状病毒奥密克戎变体的“显著抗原转移”对单克隆抗体中和活性的影响。</blockquote></p><p> The company said a \"significant\" reduction in plasma neutralizing activity was observed against omicron in sera from vaccinated and convalescent individuals.</p><p><blockquote>该公司表示，在接种疫苗和恢复期个体的血清中观察到针对奥密克戎的血浆中和活性“显着”降低。</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>Vaccine stocks rose sharply in morning trading, with Vir technology rising over 15% and Novavax rising over 4%<blockquote>疫苗股早盘大涨，Vir technology涨超15%，Novavax涨超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{ 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}\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\">\nVaccine stocks rose sharply in morning trading, with Vir technology rising over 15% and Novavax rising over 4%<blockquote>疫苗股早盘大涨，Vir technology涨超15%，Novavax涨超4%</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\">2021-12-15 22:45</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Vaccine stocks rose sharply in morning trading, with Vir technology rising over 15% and Novavax rising over 4%.<img src=\"https://static.tigerbbs.com/9fe6a9d4d67542197b8f5233dddb808c\" tg-width=\"287\" tg-height=\"246\" width=\"100%\" height=\"auto\">Vir Biotechnology (VIR) unveiled late Tuesday new preclinical data that demonstrates the impact of the \"significant antigenic shift\" of the new SARS-CoV-2 Omicron variant on neutralizing activity of monoclonal antibodies.</p><p><blockquote>疫苗股早盘大幅上涨，Vir technology涨超15%，Novavax涨超4%。Vir Biotechnology (VIR) 周二晚间公布了新的临床前数据，证明了新型新型冠状病毒奥密克戎变体的“显著抗原转移”对单克隆抗体中和活性的影响。</blockquote></p><p> The company said a \"significant\" reduction in plasma neutralizing activity was observed against omicron in sera from vaccinated and convalescent individuals.</p><p><blockquote>该公司表示，在接种疫苗和恢复期个体的血清中观察到针对奥密克戎的血浆中和活性“显着”降低。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VIR":"Vir Biotechnology, Inc.","NVAX":"诺瓦瓦克斯医药"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149717556","content_text":"Vaccine stocks rose sharply in morning trading, with Vir technology rising over 15% and Novavax rising over 4%.Vir Biotechnology (VIR) unveiled late Tuesday new preclinical data that demonstrates the impact of the \"significant antigenic shift\" of the new SARS-CoV-2 Omicron variant on neutralizing activity of monoclonal antibodies.\nThe company said a \"significant\" reduction in plasma neutralizing activity was observed against omicron in sera from vaccinated and convalescent individuals.","news_type":1,"symbols_score_info":{"VIR":0.9,"NVAX":0.9}},"isVote":1,"tweetType":1,"viewCount":1310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607366697,"gmtCreate":1639491535218,"gmtModify":1639491535958,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"title":"","htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607366697","repostId":"2191930972","repostType":4,"isVote":1,"tweetType":1,"viewCount":1077,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604981798,"gmtCreate":1639308851673,"gmtModify":1639308852491,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"title":"","htmlText":"I will keep the potential company share","listText":"I will keep the potential company share","text":"I will keep the potential company share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/604981798","repostId":"2190719916","repostType":4,"isVote":1,"tweetType":1,"viewCount":1203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605890837,"gmtCreate":1639140148745,"gmtModify":1639140149526,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"title":"","htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605890837","repostId":"1169522079","repostType":4,"repost":{"id":"1169522079","kind":"news","pubTimestamp":1639136423,"share":"https://www.laohunote.com/m/news/1169522079?lang=zh_CN&edition=full","pubTime":"2021-12-10 19:40","market":"us","language":"en","title":"Apple Nears $3 Trillion. Why It Could Still Be a Top Stock Pick for 2022.<blockquote>苹果接近3万亿美元。为什么它仍然可能是 2022 年的首选股票。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169522079","media":"Barrons","summary":"Apple is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market ca","content":"<p>Apple&nbsp;is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market capitalization and prepares to launch an augmented reality product.</p><p><blockquote>苹果是摩根士丹利 2022 年的首选股票，因为这家科技巨头的市值接近 3 万亿美元，并准备推出增强现实产品。</blockquote></p><p> “The combination of a strong, loyal customer base and the upcoming launch of AR/VR products positions AAPL for a re-rating in 2022,” analyst Katy Huberty wrote in a note Thursday. Huberty wrote that Apple was Morgan Stanley’s “favorite large cap (and overall Top Pick)” heading into 2022.</p><p><blockquote>“分析师凯蒂-休伯蒂（Katy Huberty）在周四的一份报告中写道：”强大、忠诚的客户群和即将推出的 AR/VR 产品相结合，使苹果公司有望在 2022 年获得重新评级。休伯蒂写道，苹果是摩根士丹利在 2022 年 “最受欢迎的大盘股（也是总体首选）”。</blockquote></p><p> Huberty’s call comes two days after she reiterated an Overweight rating on shares of Apple (ticker: AAPL) and raised her price target 21% to $200 from $164.</p><p><blockquote>休伯蒂发表看涨期权两天前，她重申了跑赢大盘对苹果（股票代码：AAPL）股票的评级，并将目标价从164美元上调21%至200美元。</blockquote></p><p> Apple shares were rising 0.2% to $175.47 on Thursday. The stock has risen about 32% this year, reaching a market capitalization of $2.87 trillion. Over the last month, it has jumped 19%, outperforming the&nbsp;Dow Jones Industrial Average’s&nbsp;0.5% rise, the&nbsp;S&amp;P 500’s&nbsp;0.9% gain, and the&nbsp;Nasdaq Composite’s&nbsp;0.04% advance.</p><p><blockquote>苹果股价周四上涨 0.2%，至 175.47 美元。该股今年已上涨约32%，市值达到2.87万亿美元。在过去的一个月里，该指数上涨了 19%，超过了道琼斯工业平均指数 0.5% 的涨幅、标普500指数 0.9% 的涨幅和纳斯达克综合指数 0.04% 的涨幅。</blockquote></p><p> Morgan Stanley believes investors should value Apple as a consumer and technology platform rather than a cyclical hardware company, given that around a third of gross profits come from the company’s services segment. iPhone 13 demand will continue to drive growth in the short term, with new product launches in early 2022 continuing the trend, Huberty wrote.</p><p><blockquote>摩根士丹利认为，投资者应将苹果视为消费和技术平台，而不是周期性硬件公司，因为该公司约三分之一的毛利润来自服务部门。休伯蒂写道，iPhone 13 的需求将在短期内继续推动增长，2022 年初推出的新产品将延续这一趋势。</blockquote></p><p> Wedbush’s Dan Ives echoed Huberty’s bullish call, citing strong iPhone 13 demand and the upcoming launch of augmented reality headsets.</p><p><blockquote>Wedbush 的 Dan Ives 赞同 Huberty 的看涨看涨期权，理由是 iPhone 13 需求强劲，增强现实耳机即将推出。</blockquote></p><p> “This week our Apple store checks, supply chain data, and iPhone order delays all confirm our bullish view that currently demand is outstripping supply for iPhones 13 by roughly 10 million units globally,” Ives wrote in a research note Thursday.</p><p><blockquote>“艾夫斯在周四的一份研究报告中写道：”本周，我们对苹果商店的检查、供应链数据和 iPhone 订单延迟都证实了我们的看涨观点，即目前全球 iPhone 13 的需求量超过了约 1000 万部。</blockquote></p><p> Ives estimated that Apple was on pace to sell more than 40 million iPhones during the holiday season, despite chip shortage and supply-chain headwinds. These headwinds are likely to be “nothing more than a speed bump” on the iPhone 12 and 13 cycle as consumers continue to upgrade their phones.</p><p><blockquote>艾夫斯估计，尽管芯片短缺和供应链逆风，苹果在假日期间仍将销售超过 4000 万部 iPhone。随着消费者不断升级手机，这些不利因素很可能 “只不过是 iPhone 12 和 13 周期中的一个减速带”。</blockquote></p><p> Ives also foresees Apple launching AR headset “Apple Glasses” around the summer of 2022, which could add $20 per share to the company’s valuation.</p><p><blockquote>艾夫斯还预计，苹果将在 2022 年夏天左右推出 AR 头显 “苹果眼镜”，这可能会使公司每股估值增加 20 美元。</blockquote></p><p> Other tailwinds include gaining a share of the PC market, strong cash returns, and future advances in augmented reality, payments, and talk of an upcoming expansion into vehicle manufacturing, Huberty added.</p><p><blockquote>休伯蒂补充说，其他有利因素包括获得个人电脑市场份额、强劲的现金回报、增强现实、支付领域的未来进步，以及即将扩展到汽车制造领域的讨论。</blockquote></p><p> “We also believe investors need to properly embed value from the optionality of upcoming new product launches,” she wrote.</p><p><blockquote>“她写道：”我们还认为，投资者需要从即将推出的新产品的选择性中适当地嵌入价值。</blockquote></p><p> There are still some risks to the bullish case for Apple stock. Chief among them is that iPhone sales fail to materialize in 2022, as work-from-home demand peters off, Huberty outlined.</p><p><blockquote>苹果股票的看涨情况仍然存在一些风险。休伯蒂概述说，其中最主要的是，随着在家工作的需求逐渐消退，iPhone 的销量将无法在 2022 年实现。</blockquote></p><p> Another risk could come with low growth in the services sector, potentially driven by court-imposed changes to the App Store payment model. Even that risk looked less likely as Apple notched another victory in its legal battle with Fortnite publisher Epic Games on Wednesday.</p><p><blockquote>另一个风险可能来自服务行业的低增长，这可能是由法院对 App Store 支付模式的改变所推动的。即使是这种风险看起来也不太可能，因为苹果在周三与堡垒之夜发行商Epic Games的法律诉讼中再次获胜。</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 Nears $3 Trillion. Why It Could Still Be a Top Stock Pick for 2022.<blockquote>苹果接近3万亿美元。为什么它仍然可能是 2022 年的首选股票。</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\">\nApple Nears $3 Trillion. Why It Could Still Be a Top Stock Pick for 2022.<blockquote>苹果接近3万亿美元。为什么它仍然可能是 2022 年的首选股票。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-10 19:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple&nbsp;is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market capitalization and prepares to launch an augmented reality product.</p><p><blockquote>苹果是摩根士丹利 2022 年的首选股票，因为这家科技巨头的市值接近 3 万亿美元，并准备推出增强现实产品。</blockquote></p><p> “The combination of a strong, loyal customer base and the upcoming launch of AR/VR products positions AAPL for a re-rating in 2022,” analyst Katy Huberty wrote in a note Thursday. Huberty wrote that Apple was Morgan Stanley’s “favorite large cap (and overall Top Pick)” heading into 2022.</p><p><blockquote>“分析师凯蒂-休伯蒂（Katy Huberty）在周四的一份报告中写道：”强大、忠诚的客户群和即将推出的 AR/VR 产品相结合，使苹果公司有望在 2022 年获得重新评级。休伯蒂写道，苹果是摩根士丹利在 2022 年 “最受欢迎的大盘股（也是总体首选）”。</blockquote></p><p> Huberty’s call comes two days after she reiterated an Overweight rating on shares of Apple (ticker: AAPL) and raised her price target 21% to $200 from $164.</p><p><blockquote>休伯蒂发表看涨期权两天前，她重申了跑赢大盘对苹果（股票代码：AAPL）股票的评级，并将目标价从164美元上调21%至200美元。</blockquote></p><p> Apple shares were rising 0.2% to $175.47 on Thursday. The stock has risen about 32% this year, reaching a market capitalization of $2.87 trillion. Over the last month, it has jumped 19%, outperforming the&nbsp;Dow Jones Industrial Average’s&nbsp;0.5% rise, the&nbsp;S&amp;P 500’s&nbsp;0.9% gain, and the&nbsp;Nasdaq Composite’s&nbsp;0.04% advance.</p><p><blockquote>苹果股价周四上涨 0.2%，至 175.47 美元。该股今年已上涨约32%，市值达到2.87万亿美元。在过去的一个月里，该指数上涨了 19%，超过了道琼斯工业平均指数 0.5% 的涨幅、标普500指数 0.9% 的涨幅和纳斯达克综合指数 0.04% 的涨幅。</blockquote></p><p> Morgan Stanley believes investors should value Apple as a consumer and technology platform rather than a cyclical hardware company, given that around a third of gross profits come from the company’s services segment. iPhone 13 demand will continue to drive growth in the short term, with new product launches in early 2022 continuing the trend, Huberty wrote.</p><p><blockquote>摩根士丹利认为，投资者应将苹果视为消费和技术平台，而不是周期性硬件公司，因为该公司约三分之一的毛利润来自服务部门。休伯蒂写道，iPhone 13 的需求将在短期内继续推动增长，2022 年初推出的新产品将延续这一趋势。</blockquote></p><p> Wedbush’s Dan Ives echoed Huberty’s bullish call, citing strong iPhone 13 demand and the upcoming launch of augmented reality headsets.</p><p><blockquote>Wedbush 的 Dan Ives 赞同 Huberty 的看涨看涨期权，理由是 iPhone 13 需求强劲，增强现实耳机即将推出。</blockquote></p><p> “This week our Apple store checks, supply chain data, and iPhone order delays all confirm our bullish view that currently demand is outstripping supply for iPhones 13 by roughly 10 million units globally,” Ives wrote in a research note Thursday.</p><p><blockquote>“艾夫斯在周四的一份研究报告中写道：”本周，我们对苹果商店的检查、供应链数据和 iPhone 订单延迟都证实了我们的看涨观点，即目前全球 iPhone 13 的需求量超过了约 1000 万部。</blockquote></p><p> Ives estimated that Apple was on pace to sell more than 40 million iPhones during the holiday season, despite chip shortage and supply-chain headwinds. These headwinds are likely to be “nothing more than a speed bump” on the iPhone 12 and 13 cycle as consumers continue to upgrade their phones.</p><p><blockquote>艾夫斯估计，尽管芯片短缺和供应链逆风，苹果在假日期间仍将销售超过 4000 万部 iPhone。随着消费者不断升级手机，这些不利因素很可能 “只不过是 iPhone 12 和 13 周期中的一个减速带”。</blockquote></p><p> Ives also foresees Apple launching AR headset “Apple Glasses” around the summer of 2022, which could add $20 per share to the company’s valuation.</p><p><blockquote>艾夫斯还预计，苹果将在 2022 年夏天左右推出 AR 头显 “苹果眼镜”，这可能会使公司每股估值增加 20 美元。</blockquote></p><p> Other tailwinds include gaining a share of the PC market, strong cash returns, and future advances in augmented reality, payments, and talk of an upcoming expansion into vehicle manufacturing, Huberty added.</p><p><blockquote>休伯蒂补充说，其他有利因素包括获得个人电脑市场份额、强劲的现金回报、增强现实、支付领域的未来进步，以及即将扩展到汽车制造领域的讨论。</blockquote></p><p> “We also believe investors need to properly embed value from the optionality of upcoming new product launches,” she wrote.</p><p><blockquote>“她写道：”我们还认为，投资者需要从即将推出的新产品的选择性中适当地嵌入价值。</blockquote></p><p> There are still some risks to the bullish case for Apple stock. Chief among them is that iPhone sales fail to materialize in 2022, as work-from-home demand peters off, Huberty outlined.</p><p><blockquote>苹果股票的看涨情况仍然存在一些风险。休伯蒂概述说，其中最主要的是，随着在家工作的需求逐渐消退，iPhone 的销量将无法在 2022 年实现。</blockquote></p><p> Another risk could come with low growth in the services sector, potentially driven by court-imposed changes to the App Store payment model. Even that risk looked less likely as Apple notched another victory in its legal battle with Fortnite publisher Epic Games on Wednesday.</p><p><blockquote>另一个风险可能来自服务行业的低增长，这可能是由法院对 App Store 支付模式的改变所推动的。即使是这种风险看起来也不太可能，因为苹果在周三与堡垒之夜发行商Epic Games的法律诉讼中再次获胜。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apple-market-cap-3-trillion-top-stock-pick-51639073242?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-market-cap-3-trillion-top-stock-pick-51639073242?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169522079","content_text":"Apple is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market capitalization and prepares to launch an augmented reality product.\n“The combination of a strong, loyal customer base and the upcoming launch of AR/VR products positions AAPL for a re-rating in 2022,” analyst Katy Huberty wrote in a note Thursday. Huberty wrote that Apple was Morgan Stanley’s “favorite large cap (and overall Top Pick)” heading into 2022.\nHuberty’s call comes two days after she reiterated an Overweight rating on shares of Apple (ticker: AAPL) and raised her price target 21% to $200 from $164.\nApple shares were rising 0.2% to $175.47 on Thursday. The stock has risen about 32% this year, reaching a market capitalization of $2.87 trillion. Over the last month, it has jumped 19%, outperforming the Dow Jones Industrial Average’s 0.5% rise, the S&P 500’s 0.9% gain, and the Nasdaq Composite’s 0.04% advance.\nMorgan Stanley believes investors should value Apple as a consumer and technology platform rather than a cyclical hardware company, given that around a third of gross profits come from the company’s services segment. iPhone 13 demand will continue to drive growth in the short term, with new product launches in early 2022 continuing the trend, Huberty wrote.\nWedbush’s Dan Ives echoed Huberty’s bullish call, citing strong iPhone 13 demand and the upcoming launch of augmented reality headsets.\n“This week our Apple store checks, supply chain data, and iPhone order delays all confirm our bullish view that currently demand is outstripping supply for iPhones 13 by roughly 10 million units globally,” Ives wrote in a research note Thursday.\nIves estimated that Apple was on pace to sell more than 40 million iPhones during the holiday season, despite chip shortage and supply-chain headwinds. These headwinds are likely to be “nothing more than a speed bump” on the iPhone 12 and 13 cycle as consumers continue to upgrade their phones.\nIves also foresees Apple launching AR headset “Apple Glasses” around the summer of 2022, which could add $20 per share to the company’s valuation.\nOther tailwinds include gaining a share of the PC market, strong cash returns, and future advances in augmented reality, payments, and talk of an upcoming expansion into vehicle manufacturing, Huberty added.\n“We also believe investors need to properly embed value from the optionality of upcoming new product launches,” she wrote.\nThere are still some risks to the bullish case for Apple stock. Chief among them is that iPhone sales fail to materialize in 2022, as work-from-home demand peters off, Huberty outlined.\nAnother risk could come with low growth in the services sector, potentially driven by court-imposed changes to the App Store payment model. Even that risk looked less likely as Apple notched another victory in its legal battle with Fortnite publisher Epic Games on Wednesday.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606589232,"gmtCreate":1638892746243,"gmtModify":1638892774071,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"title":"","htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/606589232","repostId":"1142645155","repostType":4,"repost":{"id":"1142645155","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":1638890012,"share":"https://www.laohunote.com/m/news/1142645155?lang=zh_CN&edition=full","pubTime":"2021-12-07 23:13","market":"us","language":"en","title":"Pinduoduo shares surged 11% in morning trading<blockquote>拼多多股价早盘飙升 11%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1142645155","media":"Tiger Newspress","summary":"Pinduoduo shares surged 11% in morning trading after Macquarie gave pinduoduo a market beating ratin","content":"<p>Pinduoduo shares surged 11% in morning trading&nbsp;after&nbsp;Macquarie gave pinduoduo a market beating rating with a target price of $95.</p><p><blockquote>麦格理给予拼多多跑赢大盘评级，目标价为 95 美元，拼多多股价在早盘交易中飙升 11%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/38c15dca491bd8741f8ac3af099bdeb7\" 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>Pinduoduo shares surged 11% in morning trading<blockquote>拼多多股价早盘飙升 11%</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; 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#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\">\nPinduoduo shares surged 11% in morning trading<blockquote>拼多多股价早盘飙升 11%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-07 23:13</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Pinduoduo shares surged 11% in morning trading&nbsp;after&nbsp;Macquarie gave pinduoduo a market beating rating with a target price of $95.</p><p><blockquote>麦格理给予拼多多跑赢大盘评级，目标价为 95 美元，拼多多股价在早盘交易中飙升 11%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/38c15dca491bd8741f8ac3af099bdeb7\" 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":{"PDD":"拼多多"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142645155","content_text":"Pinduoduo shares surged 11% in morning trading after Macquarie gave pinduoduo a market beating rating with a target price of $95.","news_type":1,"symbols_score_info":{"PDD":0.9}},"isVote":1,"tweetType":1,"viewCount":1290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608632077,"gmtCreate":1638706754897,"gmtModify":1638706755267,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"title":"","htmlText":"Time to buy???","listText":"Time to buy???","text":"Time to buy???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608632077","repostId":"1140678193","repostType":4,"isVote":1,"tweetType":1,"viewCount":1556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608332224,"gmtCreate":1638621287889,"gmtModify":1638621288224,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"title":"","htmlText":"[Like]&nbsp;[Like]&nbsp;[Like]&nbsp;","listText":"[Like]&nbsp;[Like]&nbsp;[Like]&nbsp;","text":"[Like] [Like] [Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608332224","repostId":"1140678193","repostType":4,"isVote":1,"tweetType":1,"viewCount":1344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603143583,"gmtCreate":1638379357036,"gmtModify":1638379358363,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"title":"","htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603143583","repostId":"1167889898","repostType":4,"isVote":1,"tweetType":1,"viewCount":1221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600324184,"gmtCreate":1638072032069,"gmtModify":1638072032438,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"title":"","htmlText":"start small, and build a position slowly through dollar-cost averaging.","listText":"start small, and build a position slowly through dollar-cost averaging.","text":"start small, and build a position slowly through dollar-cost averaging.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/600324184","repostId":"2186328507","repostType":4,"isVote":1,"tweetType":1,"viewCount":1825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874831976,"gmtCreate":1637753792625,"gmtModify":1637753792916,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"title":"","htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874831976","repostId":"1182537544","repostType":4,"isVote":1,"tweetType":1,"viewCount":1477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":866257797,"gmtCreate":1632787004219,"gmtModify":1632797593619,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580207321438450","idStr":"3580207321438450"},"themes":[],"title":"","htmlText":"Analysts have trimmed Micron stock targets ahead of the earnings.","listText":"Analysts have trimmed Micron stock targets ahead of the earnings.","text":"Analysts have trimmed Micron stock targets ahead of the earnings.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/866257797","repostId":"1129095998","repostType":4,"isVote":1,"tweetType":1,"viewCount":820,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":813071915,"gmtCreate":1630116931437,"gmtModify":1704956198552,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580207321438450","idStr":"3580207321438450"},"themes":[],"title":"","htmlText":"A golden opportunity for investors to add a rapidly growing company to their portfolios at an attractive valuation.","listText":"A golden opportunity for investors to add a rapidly growing company to their portfolios at an attractive valuation.","text":"A golden opportunity for investors to add a rapidly growing company to their portfolios at an attractive valuation.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/813071915","repostId":"2162024053","repostType":4,"isVote":1,"tweetType":1,"viewCount":567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801254632,"gmtCreate":1627520228026,"gmtModify":1631884310613,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580207321438450","idStr":"3580207321438450"},"themes":[],"title":"","htmlText":"Investors have been worried about how rising inflation and a spike in COVID-19 cases might impact the central bank’s plan to potentially start withdrawing its stimulus.","listText":"Investors have been worried about how rising inflation and a spike in COVID-19 cases might impact the central bank’s plan to potentially start withdrawing its stimulus.","text":"Investors have been worried about how rising inflation and a spike in COVID-19 cases might impact the central bank’s plan to potentially start withdrawing its stimulus.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/801254632","repostId":"1127264445","repostType":4,"repost":{"id":"1127264445","kind":"news","pubTimestamp":1627514621,"share":"https://www.laohunote.com/m/news/1127264445?lang=zh_CN&edition=full","pubTime":"2021-07-29 07:23","market":"us","language":"en","title":"S&P 500 ends off day's lows; Powell says Fed still a ways away from rate hikes<blockquote>标普500结束当日低点；鲍威尔表示美联储距离加息还有一段路要走</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127264445","media":"Reuters","summary":"NEW YORK (Reuters) - The S&P 500 ended little changed on Wednesday but off its session lows after th","content":"<p>NEW YORK (Reuters) - The S&amp;P 500 ended little changed on Wednesday but off its session lows after the Federal Reserve said the U.S. economic recovery remains on track and Chair Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> said the central bank was still a ways away from considering raising interest rates.</p><p><blockquote>路透纽约2月29日 - 标普500周三收盘变化不大，但在美联储表示美国经济复苏仍在轨道上，美联储主席Jerome<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>表示央行距离考虑加息还有一段距离。</blockquote></p><p> Keeping the market in check, shares of tech giant <a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc fell 1.2% after it forecast slowing revenue growth.</p><p><blockquote>控制市场，科技巨头的股票<a href=\"https://laohu8.com/S/AAPL\">苹果</a>Inc 在预测收入增长放缓后下跌 1.2%。</blockquote></p><p> In a news conference following the release of a new policy statement from the Fed, Powell also said the U.S. job market still had “some ground to cover” before it would be time to pull back from the economic support the U.S. central bank put in place in the spring of 2020 to battle the coronavirus pandemic’s economic shocks.</p><p><blockquote>在美联储发布新政策声明后的新闻发布会上，鲍威尔还表示，在美国央行于 2020 年春季为应对冠状病毒大流行带来的经济冲击而实施的经济支持之前，美国就业市场仍有 “一些需要填补的空间”。</blockquote></p><p> “It looks like probably the most positive thing for the market was that they are nowhere near increasing interest rates,” said Alan Lancz, president, Alan B. Lancz &amp; Associates Inc, an investment advisory firm based in Toledo, Ohio.</p><p><blockquote>“总部位于俄亥俄州托莱多的投资咨询公司 Alan B. Lancz &amp; Associates Inc. 总裁艾伦-兰茨（Alan Lancz）说：”看来，对市场来说最积极的事情可能是，他们远未加息。</blockquote></p><p> Right after the Fed statement, the S&amp;P 500 index reversed slight declines though it still ended a hair lower on the day.</p><p><blockquote>美联储声明发布后，标普500指数扭转了小幅跌势，但当天收盘仍小幅下跌。</blockquote></p><p> <a href=\"https://laohu8.com/S/ISBC\">Investors</a> have been worried about how rising inflation and a spike in COVID-19 cases might impact the central bank’s plan to potentially start withdrawing its stimulus.</p><p><blockquote><a href=\"https://laohu8.com/S/ISBC\">投资者</a>一直担心通胀上升和 COVID-19 病例激增会如何影响央行可能开始撤回刺激计划的计划。</blockquote></p><p> The central bank also said that higher inflation remained the result of “transitory factors.” The Fed kept its overnight benchmark interest rate near zero and left unchanged its bond-buying program.</p><p><blockquote>央行还表示，通胀上升仍然是 “暂时因素 ”的结果。美联储将隔夜基准利率维持在接近于零的水平，并维持债券购买计划不变。</blockquote></p><p> The <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> ended higher and shares of Google parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc hit an all-time high as a surge in advertising spending helped it post record quarterly results. The stock ended up 3.2%.</p><p><blockquote>这个<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>谷歌母公司股价收高<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>Inc 创下历史新高，广告支出激增帮助其公布了创纪录的季度业绩。该股收盘上涨3.2%。</blockquote></p><p> The Dow Jones Industrial Average fell 127.59 points, or 0.36%, to 34,930.93, the S&amp;P 500 lost 0.82 point, or 0.02%, to 4,400.64 and the Nasdaq Composite added 102.01 points, or 0.7%, to 14,762.58.</p><p><blockquote>道琼斯工业平均指数下跌127.59点，跌幅0.36%，至34,930.93点；标普500指数下跌0.82点，跌幅0.02%，至4,400.64点；纳斯达克综合指数上涨102.01点，跌幅0.7%，至14,762.58点。</blockquote></p><p> The Fed’s statement came at the conclusion of its latest two-day policy meeting.</p><p><blockquote>美联储是在最近一次为期两天的政策会议结束时发表上述声明的。</blockquote></p><p> “They had a chance to signal they were going to become more hawkish and they chose not to take it. The most important thing is they are predictable and they are remaining predictable,” said Ellen Hazen, portfolio manager at F.L. Putnam Investment Management in <a href=\"https://laohu8.com/S/WEBK\">Wellesley</a>, Massachusetts.</p><p><blockquote>“他们有机会发出信号，表明他们将变得更加鹰派，但他们选择不接受。最重要的是，他们是可预测的，而且他们仍然是可预测的，”F.L. 的投资组合经理艾伦-哈森（Ellen Hazen）说。普特南投资管理公司<a href=\"https://laohu8.com/S/WEBK\">韦尔斯利</a>马萨诸塞州。</blockquote></p><p> In other earnings news, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corp ended down 0.1% even as a boom in cloud services helped it beat Wall Street expectations for revenue and earnings.</p><p><blockquote>在其他财报新闻中，<a href=\"https://laohu8.com/S/MSFT\">微软</a>尽管云服务的繁荣帮助该公司的收入和盈利超出了华尔街的预期，但该公司最终下跌了 0.1%。</blockquote></p><p> Volume on U.S. exchanges was 9.86 billion shares, compared with a similar average for the full session over the last 20 trading days.</p><p><blockquote>美国交易所的成交量为 98.6 亿股，而过去 20 个交易日整个交易日的平均成交量也类似。</blockquote></p><p> Advancing issues outnumbered declining ones on the NYSE by a 1.85-to-1 ratio; on Nasdaq, a 2.61-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所上涨发行量超过下跌发行量，比例为 1.85 比 1；在纳斯达克，2.61比1的比率有利于进步人士。</blockquote></p><p> The S&amp;P 500 posted 42 new 52-week highs and no new lows; the Nasdaq Composite recorded 44 new highs and 67 new lows.</p><p><blockquote>标普500创下42个52周新高，没有新低；纳斯达克综合指数创下44个新高和67个新低。</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>S&P 500 ends off day's lows; Powell says Fed still a ways away from rate hikes<blockquote>标普500结束当日低点；鲍威尔表示美联储距离加息还有一段路要走</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\">\nS&P 500 ends off day's lows; Powell says Fed still a ways away from rate hikes<blockquote>标普500结束当日低点；鲍威尔表示美联储距离加息还有一段路要走</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-07-29 07:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p>NEW YORK (Reuters) - The S&amp;P 500 ended little changed on Wednesday but off its session lows after the Federal Reserve said the U.S. economic recovery remains on track and Chair Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> said the central bank was still a ways away from considering raising interest rates.</p><p><blockquote>路透纽约2月29日 - 标普500周三收盘变化不大，但在美联储表示美国经济复苏仍在轨道上，美联储主席Jerome<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>表示央行距离考虑加息还有一段距离。</blockquote></p><p> Keeping the market in check, shares of tech giant <a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc fell 1.2% after it forecast slowing revenue growth.</p><p><blockquote>控制市场，科技巨头的股票<a href=\"https://laohu8.com/S/AAPL\">苹果</a>Inc 在预测收入增长放缓后下跌 1.2%。</blockquote></p><p> In a news conference following the release of a new policy statement from the Fed, Powell also said the U.S. job market still had “some ground to cover” before it would be time to pull back from the economic support the U.S. central bank put in place in the spring of 2020 to battle the coronavirus pandemic’s economic shocks.</p><p><blockquote>在美联储发布新政策声明后的新闻发布会上，鲍威尔还表示，在美国央行于 2020 年春季为应对冠状病毒大流行带来的经济冲击而实施的经济支持之前，美国就业市场仍有 “一些需要填补的空间”。</blockquote></p><p> “It looks like probably the most positive thing for the market was that they are nowhere near increasing interest rates,” said Alan Lancz, president, Alan B. Lancz &amp; Associates Inc, an investment advisory firm based in Toledo, Ohio.</p><p><blockquote>“总部位于俄亥俄州托莱多的投资咨询公司 Alan B. Lancz &amp; Associates Inc. 总裁艾伦-兰茨（Alan Lancz）说：”看来，对市场来说最积极的事情可能是，他们远未加息。</blockquote></p><p> Right after the Fed statement, the S&amp;P 500 index reversed slight declines though it still ended a hair lower on the day.</p><p><blockquote>美联储声明发布后，标普500指数扭转了小幅跌势，但当天收盘仍小幅下跌。</blockquote></p><p> <a href=\"https://laohu8.com/S/ISBC\">Investors</a> have been worried about how rising inflation and a spike in COVID-19 cases might impact the central bank’s plan to potentially start withdrawing its stimulus.</p><p><blockquote><a href=\"https://laohu8.com/S/ISBC\">投资者</a>一直担心通胀上升和 COVID-19 病例激增会如何影响央行可能开始撤回刺激计划的计划。</blockquote></p><p> The central bank also said that higher inflation remained the result of “transitory factors.” The Fed kept its overnight benchmark interest rate near zero and left unchanged its bond-buying program.</p><p><blockquote>央行还表示，通胀上升仍然是 “暂时因素 ”的结果。美联储将隔夜基准利率维持在接近于零的水平，并维持债券购买计划不变。</blockquote></p><p> The <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> ended higher and shares of Google parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc hit an all-time high as a surge in advertising spending helped it post record quarterly results. The stock ended up 3.2%.</p><p><blockquote>这个<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>谷歌母公司股价收高<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>Inc 创下历史新高，广告支出激增帮助其公布了创纪录的季度业绩。该股收盘上涨3.2%。</blockquote></p><p> The Dow Jones Industrial Average fell 127.59 points, or 0.36%, to 34,930.93, the S&amp;P 500 lost 0.82 point, or 0.02%, to 4,400.64 and the Nasdaq Composite added 102.01 points, or 0.7%, to 14,762.58.</p><p><blockquote>道琼斯工业平均指数下跌127.59点，跌幅0.36%，至34,930.93点；标普500指数下跌0.82点，跌幅0.02%，至4,400.64点；纳斯达克综合指数上涨102.01点，跌幅0.7%，至14,762.58点。</blockquote></p><p> The Fed’s statement came at the conclusion of its latest two-day policy meeting.</p><p><blockquote>美联储是在最近一次为期两天的政策会议结束时发表上述声明的。</blockquote></p><p> “They had a chance to signal they were going to become more hawkish and they chose not to take it. The most important thing is they are predictable and they are remaining predictable,” said Ellen Hazen, portfolio manager at F.L. Putnam Investment Management in <a href=\"https://laohu8.com/S/WEBK\">Wellesley</a>, Massachusetts.</p><p><blockquote>“他们有机会发出信号，表明他们将变得更加鹰派，但他们选择不接受。最重要的是，他们是可预测的，而且他们仍然是可预测的，”F.L. 的投资组合经理艾伦-哈森（Ellen Hazen）说。普特南投资管理公司<a href=\"https://laohu8.com/S/WEBK\">韦尔斯利</a>马萨诸塞州。</blockquote></p><p> In other earnings news, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corp ended down 0.1% even as a boom in cloud services helped it beat Wall Street expectations for revenue and earnings.</p><p><blockquote>在其他财报新闻中，<a href=\"https://laohu8.com/S/MSFT\">微软</a>尽管云服务的繁荣帮助该公司的收入和盈利超出了华尔街的预期，但该公司最终下跌了 0.1%。</blockquote></p><p> Volume on U.S. exchanges was 9.86 billion shares, compared with a similar average for the full session over the last 20 trading days.</p><p><blockquote>美国交易所的成交量为 98.6 亿股，而过去 20 个交易日整个交易日的平均成交量也类似。</blockquote></p><p> Advancing issues outnumbered declining ones on the NYSE by a 1.85-to-1 ratio; on Nasdaq, a 2.61-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所上涨发行量超过下跌发行量，比例为 1.85 比 1；在纳斯达克，2.61比1的比率有利于进步人士。</blockquote></p><p> The S&amp;P 500 posted 42 new 52-week highs and no new lows; the Nasdaq Composite recorded 44 new highs and 67 new lows.</p><p><blockquote>标普500创下42个52周新高，没有新低；纳斯达克综合指数创下44个新高和67个新低。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-ends-off-days-lows-powell-says-fed-still-a-ways-away-from-rate-hikes-idUSL1N2P435H\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","SH":"做空标普500-Proshares",".DJI":"道琼斯","UPRO":"三倍做多标普500ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","SPY":"标普500ETF",".IXIC":"NASDAQ Composite","IVV":"标普500ETF-iShares","OEF":"标普100指数ETF-iShares","OEX":"标普100","SPXU":"三倍做空标普500ETF-ProShares",".SPX":"S&P 500 Index"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-ends-off-days-lows-powell-says-fed-still-a-ways-away-from-rate-hikes-idUSL1N2P435H","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127264445","content_text":"NEW YORK (Reuters) - The S&P 500 ended little changed on Wednesday but off its session lows after the Federal Reserve said the U.S. economic recovery remains on track and Chair Jerome Powell said the central bank was still a ways away from considering raising interest rates.\nKeeping the market in check, shares of tech giant Apple Inc fell 1.2% after it forecast slowing revenue growth.\nIn a news conference following the release of a new policy statement from the Fed, Powell also said the U.S. job market still had “some ground to cover” before it would be time to pull back from the economic support the U.S. central bank put in place in the spring of 2020 to battle the coronavirus pandemic’s economic shocks.\n“It looks like probably the most positive thing for the market was that they are nowhere near increasing interest rates,” said Alan Lancz, president, Alan B. Lancz & Associates Inc, an investment advisory firm based in Toledo, Ohio.\nRight after the Fed statement, the S&P 500 index reversed slight declines though it still ended a hair lower on the day.\nInvestors have been worried about how rising inflation and a spike in COVID-19 cases might impact the central bank’s plan to potentially start withdrawing its stimulus.\nThe central bank also said that higher inflation remained the result of “transitory factors.” The Fed kept its overnight benchmark interest rate near zero and left unchanged its bond-buying program.\nThe Nasdaq ended higher and shares of Google parent Alphabet Inc hit an all-time high as a surge in advertising spending helped it post record quarterly results. The stock ended up 3.2%.\nThe Dow Jones Industrial Average fell 127.59 points, or 0.36%, to 34,930.93, the S&P 500 lost 0.82 point, or 0.02%, to 4,400.64 and the Nasdaq Composite added 102.01 points, or 0.7%, to 14,762.58.\nThe Fed’s statement came at the conclusion of its latest two-day policy meeting.\n“They had a chance to signal they were going to become more hawkish and they chose not to take it. The most important thing is they are predictable and they are remaining predictable,” said Ellen Hazen, portfolio manager at F.L. Putnam Investment Management in Wellesley, Massachusetts.\nIn other earnings news, Microsoft Corp ended down 0.1% even as a boom in cloud services helped it beat Wall Street expectations for revenue and earnings.\nVolume on U.S. exchanges was 9.86 billion shares, compared with a similar average for the full session over the last 20 trading days.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.85-to-1 ratio; on Nasdaq, a 2.61-to-1 ratio favored advancers.\nThe S&P 500 posted 42 new 52-week highs and no new lows; the Nasdaq Composite recorded 44 new highs and 67 new lows.","news_type":1,"symbols_score_info":{"161125":0.9,".DJI":0.9,"SSO":0.9,"OEF":0.9,"SDS":0.9,"SPXU":0.9,"OEX":0.9,"SPY":0.9,".IXIC":0.9,"SH":0.9,"UPRO":0.9,"IVV":0.9,"ESmain":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":876202191,"gmtCreate":1637314048624,"gmtModify":1637314213651,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580207321438450","idStr":"3580207321438450"},"themes":[],"title":"","htmlText":"Foot Locker shares rose 3.2% to $59.40 in after-hours trading.","listText":"Foot Locker shares rose 3.2% to $59.40 in after-hours trading.","text":"Foot Locker shares rose 3.2% to $59.40 in after-hours trading.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/876202191","repostId":"1199605105","repostType":4,"repost":{"id":"1199605105","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1637311720,"share":"https://www.laohunote.com/m/news/1199605105?lang=zh_CN&edition=full","pubTime":"2021-11-19 16:48","market":"us","language":"en","title":"5 Stocks To Watch For November 19, 2021<blockquote>2021 年 11 月 19 日值得关注的 5 只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199605105","media":"Benzinga Earnings","summary":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects Foot Locker, Inc. to","content":"<p>Some of the stocks that may grab investor focus today are:</p><p><blockquote>今天可能吸引投资者关注的一些股票是：</blockquote></p><p> <ul>  <li>Wall Street expects&nbsp;<b>Foot Locker, Inc.</b>&nbsp;to report quarterly earnings at $1.37 per share on revenue of $2.12 billion before the opening bell. Foot Locker shares rose 3.2% to $59.40 in after-hours trading.</li>  <li><b>Intuit Inc.</b>&nbsp;reported better-than-expected results for its first quarter and issued strong forecast for FY22. Intuit shares jumped 9% to $685.50 in the after-hours trading session.</li>  <li><b>Ross Stores, Inc.</b>&nbsp;reported upbeat earnings for its third quarter, but issued weak earnings guidance for the current quarter. Ross Stores shares dropped 5% to $113.5 in the after-hours trading session.</li> </ul> <ul>  <li>Analysts are expecting&nbsp;<b>The Buckle, Inc.</b>&nbsp;to have earned $0.92 per share on revenue of $299.12 million in the recent quarter. The company will release earnings before the markets open. Buckle shares rose 0.5% to $54.04 in after-hours trading.</li>  <li><b>Workday, Inc.</b>&nbsp;posted stronger-than-expected earnings for its third quarter and announced intent to acquire VNDLY for $510 million. The company also said it sees Q4 subscription revenue of $1.216 billion to $1.218 billion. Workday shares dipped 8% to $275.10 in the after-hours trading session.</li> </ul></p><p><blockquote><ul><li>华尔街预期<b>脚柜公司。</b>开盘前公布季度收益为每股 1.37 美元，营收为 21.2 亿美元。Foot Locker 股价在盘后交易中上涨 3.2%，至 59.40 美元。</li><li><b>直觉公司。</b>公布第一季度业绩好于预期，并发布了 2022 财年的强劲预测。Intuit 股价在盘后交易时段上涨 9%，至 685.50 美元。</li><li><b>罗斯商店公司。</b>报告第三季度盈利乐观，但发布了本季度疲软的盈利指引。Ross Stores 股价在盘后交易时段下跌 5%，至 113.5 美元。</li></ul><ul><li>分析师预计<b>带扣公司。</b>最近一个季度每股收益 0.92 美元，营收为 2.9912 亿美元。该公司将在开盘前发布财报。Buckle 股价在盘后交易中上涨 0.5%，至 54.04 美元。</li><li><b>工作日公司。</b>公布第三季度收益强于预期，并宣布有意以 5.1 亿美元收购 VNDLY。该公司还表示，预计第四季度订阅收入将达到 12.16 亿美元至 12.18 亿美元。Workday 股价在盘后交易时段下跌 8%，至 275.10 美元。</li></ul></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>5 Stocks To Watch For November 19, 2021<blockquote>2021 年 11 月 19 日值得关注的 5 只股票</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\">\n5 Stocks To Watch For November 19, 2021<blockquote>2021 年 11 月 19 日值得关注的 5 只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-11-19 16:48</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Some of the stocks that may grab investor focus today are:</p><p><blockquote>今天可能吸引投资者关注的一些股票是：</blockquote></p><p> <ul>  <li>Wall Street expects&nbsp;<b>Foot Locker, Inc.</b>&nbsp;to report quarterly earnings at $1.37 per share on revenue of $2.12 billion before the opening bell. Foot Locker shares rose 3.2% to $59.40 in after-hours trading.</li>  <li><b>Intuit Inc.</b>&nbsp;reported better-than-expected results for its first quarter and issued strong forecast for FY22. Intuit shares jumped 9% to $685.50 in the after-hours trading session.</li>  <li><b>Ross Stores, Inc.</b>&nbsp;reported upbeat earnings for its third quarter, but issued weak earnings guidance for the current quarter. Ross Stores shares dropped 5% to $113.5 in the after-hours trading session.</li> </ul> <ul>  <li>Analysts are expecting&nbsp;<b>The Buckle, Inc.</b>&nbsp;to have earned $0.92 per share on revenue of $299.12 million in the recent quarter. The company will release earnings before the markets open. Buckle shares rose 0.5% to $54.04 in after-hours trading.</li>  <li><b>Workday, Inc.</b>&nbsp;posted stronger-than-expected earnings for its third quarter and announced intent to acquire VNDLY for $510 million. The company also said it sees Q4 subscription revenue of $1.216 billion to $1.218 billion. Workday shares dipped 8% to $275.10 in the after-hours trading session.</li> </ul></p><p><blockquote><ul><li>华尔街预期<b>脚柜公司。</b>开盘前公布季度收益为每股 1.37 美元，营收为 21.2 亿美元。Foot Locker 股价在盘后交易中上涨 3.2%，至 59.40 美元。</li><li><b>直觉公司。</b>公布第一季度业绩好于预期，并发布了 2022 财年的强劲预测。Intuit 股价在盘后交易时段上涨 9%，至 685.50 美元。</li><li><b>罗斯商店公司。</b>报告第三季度盈利乐观，但发布了本季度疲软的盈利指引。Ross Stores 股价在盘后交易时段下跌 5%，至 113.5 美元。</li></ul><ul><li>分析师预计<b>带扣公司。</b>最近一个季度每股收益 0.92 美元，营收为 2.9912 亿美元。该公司将在开盘前发布财报。Buckle 股价在盘后交易中上涨 0.5%，至 54.04 美元。</li><li><b>工作日公司。</b>公布第三季度收益强于预期，并宣布有意以 5.1 亿美元收购 VNDLY。该公司还表示，预计第四季度订阅收入将达到 12.16 亿美元至 12.18 亿美元。Workday 股价在盘后交易时段下跌 8%，至 275.10 美元。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BKE":"巴克尔","ROST":"罗斯百货有限公司","INTU":"财捷","WDAY":"Workday"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199605105","content_text":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects Foot Locker, Inc. to report quarterly earnings at $1.37 per share on revenue of $2.12 billion before the opening bell. Foot Locker shares rose 3.2% to $59.40 in after-hours trading.\nIntuit Inc. reported better-than-expected results for its first quarter and issued strong forecast for FY22. Intuit shares jumped 9% to $685.50 in the after-hours trading session.\nRoss Stores, Inc. reported upbeat earnings for its third quarter, but issued weak earnings guidance for the current quarter. Ross Stores shares dropped 5% to $113.5 in the after-hours trading session.\n\n\nAnalysts are expecting The Buckle, Inc. to have earned $0.92 per share on revenue of $299.12 million in the recent quarter. The company will release earnings before the markets open. Buckle shares rose 0.5% to $54.04 in after-hours trading.\nWorkday, Inc. posted stronger-than-expected earnings for its third quarter and announced intent to acquire VNDLY for $510 million. The company also said it sees Q4 subscription revenue of $1.216 billion to $1.218 billion. Workday shares dipped 8% to $275.10 in the after-hours trading session.","news_type":1,"symbols_score_info":{"WDAY":0.9,"FL":0.9,"BKE":0.9,"ROST":0.9,"INTU":0.9}},"isVote":1,"tweetType":1,"viewCount":968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604981798,"gmtCreate":1639308851673,"gmtModify":1639308852491,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580207321438450","idStr":"3580207321438450"},"themes":[],"title":"","htmlText":"I will keep the potential company share","listText":"I will keep the potential company share","text":"I will keep the potential company share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/604981798","repostId":"2190719916","repostType":4,"isVote":1,"tweetType":1,"viewCount":1203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":881871589,"gmtCreate":1631326815441,"gmtModify":1631890998644,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580207321438450","idStr":"3580207321438450"},"themes":[],"title":"","htmlText":"this chipmaker still has plenty of room to grow its business, especially in the data center space.","listText":"this chipmaker still has plenty of room to grow its business, especially in the data center space.","text":"this chipmaker still has plenty of room to grow its business, especially in the data center space.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/881871589","repostId":"2166939327","repostType":4,"isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802033877,"gmtCreate":1627698120399,"gmtModify":1631890998649,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580207321438450","idStr":"3580207321438450"},"themes":[],"title":"","htmlText":"Big tech stocks keep getting bigger. Their market caps, not so much.","listText":"Big tech stocks keep getting bigger. Their market caps, not so much.","text":"Big tech stocks keep getting bigger. Their market caps, not so much.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/802033877","repostId":"1121501806","repostType":4,"isVote":1,"tweetType":1,"viewCount":836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":698879648,"gmtCreate":1640353453953,"gmtModify":1640353562375,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580207321438450","idStr":"3580207321438450"},"themes":[],"title":"","htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/698879648","repostId":"1156159690","repostType":4,"isVote":1,"tweetType":1,"viewCount":4352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607458304,"gmtCreate":1639580622182,"gmtModify":1639580623004,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580207321438450","idStr":"3580207321438450"},"themes":[],"title":"","htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/607458304","repostId":"1149717556","repostType":4,"repost":{"id":"1149717556","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":1639579526,"share":"https://www.laohunote.com/m/news/1149717556?lang=zh_CN&edition=full","pubTime":"2021-12-15 22:45","market":"us","language":"en","title":"Vaccine stocks rose sharply in morning trading, with Vir technology rising over 15% and Novavax rising over 4%<blockquote>疫苗股早盘大涨，Vir technology涨超15%，Novavax涨超4%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1149717556","media":"Tiger Newspress","summary":"Vaccine stocks rose sharply in morning trading, with Vir technology rising over 15% and Novavax risi","content":"<p>Vaccine stocks rose sharply in morning trading, with Vir technology rising over 15% and Novavax rising over 4%.<img src=\"https://static.tigerbbs.com/9fe6a9d4d67542197b8f5233dddb808c\" tg-width=\"287\" tg-height=\"246\" width=\"100%\" height=\"auto\">Vir Biotechnology (VIR) unveiled late Tuesday new preclinical data that demonstrates the impact of the \"significant antigenic shift\" of the new SARS-CoV-2 Omicron variant on neutralizing activity of monoclonal antibodies.</p><p><blockquote>疫苗股早盘大幅上涨，Vir technology涨超15%，Novavax涨超4%。Vir Biotechnology (VIR) 周二晚间公布了新的临床前数据，证明了新型新型冠状病毒奥密克戎变体的“显著抗原转移”对单克隆抗体中和活性的影响。</blockquote></p><p> The company said a \"significant\" reduction in plasma neutralizing activity was observed against omicron in sera from vaccinated and convalescent individuals.</p><p><blockquote>该公司表示，在接种疫苗和恢复期个体的血清中观察到针对奥密克戎的血浆中和活性“显着”降低。</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>Vaccine stocks rose sharply in morning trading, with Vir technology rising over 15% and Novavax rising over 4%<blockquote>疫苗股早盘大涨，Vir technology涨超15%，Novavax涨超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\">\nVaccine stocks rose sharply in morning trading, with Vir technology rising over 15% and Novavax rising over 4%<blockquote>疫苗股早盘大涨，Vir technology涨超15%，Novavax涨超4%</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\">2021-12-15 22:45</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Vaccine stocks rose sharply in morning trading, with Vir technology rising over 15% and Novavax rising over 4%.<img src=\"https://static.tigerbbs.com/9fe6a9d4d67542197b8f5233dddb808c\" tg-width=\"287\" tg-height=\"246\" width=\"100%\" height=\"auto\">Vir Biotechnology (VIR) unveiled late Tuesday new preclinical data that demonstrates the impact of the \"significant antigenic shift\" of the new SARS-CoV-2 Omicron variant on neutralizing activity of monoclonal antibodies.</p><p><blockquote>疫苗股早盘大幅上涨，Vir technology涨超15%，Novavax涨超4%。Vir Biotechnology (VIR) 周二晚间公布了新的临床前数据，证明了新型新型冠状病毒奥密克戎变体的“显著抗原转移”对单克隆抗体中和活性的影响。</blockquote></p><p> The company said a \"significant\" reduction in plasma neutralizing activity was observed against omicron in sera from vaccinated and convalescent individuals.</p><p><blockquote>该公司表示，在接种疫苗和恢复期个体的血清中观察到针对奥密克戎的血浆中和活性“显着”降低。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VIR":"Vir Biotechnology, Inc.","NVAX":"诺瓦瓦克斯医药"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149717556","content_text":"Vaccine stocks rose sharply in morning trading, with Vir technology rising over 15% and Novavax rising over 4%.Vir Biotechnology (VIR) unveiled late Tuesday new preclinical data that demonstrates the impact of the \"significant antigenic shift\" of the new SARS-CoV-2 Omicron variant on neutralizing activity of monoclonal antibodies.\nThe company said a \"significant\" reduction in plasma neutralizing activity was observed against omicron in sera from vaccinated and convalescent individuals.","news_type":1,"symbols_score_info":{"VIR":0.9,"NVAX":0.9}},"isVote":1,"tweetType":1,"viewCount":1310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879597800,"gmtCreate":1636733882374,"gmtModify":1636733882665,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580207321438450","idStr":"3580207321438450"},"themes":[],"title":"","htmlText":"[保佑]&nbsp;[保佑]&nbsp;[保佑]&nbsp;","listText":"[保佑]&nbsp;[保佑]&nbsp;[保佑]&nbsp;","text":"[保佑] [保佑] [保佑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/879597800","repostId":"1139324750","repostType":4,"repost":{"id":"1139324750","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":1636729318,"share":"https://www.laohunote.com/m/news/1139324750?lang=zh_CN&edition=full","pubTime":"2021-11-12 23:01","market":"us","language":"en","title":"Nvidia shares fell nearly 2% in morning trading<blockquote>英伟达股价早盘下跌近 2%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1139324750","media":"Tiger Newspress","summary":"Nvidia shares fell nearly 2% in morning trading.Wedbush analyst Matt Bryson downgraded NVIDIA Corp t","content":"<p>Nvidia&nbsp;shares&nbsp;fell&nbsp;nearly&nbsp;2%&nbsp;in&nbsp;morning&nbsp;trading.<img src=\"https://static.tigerbbs.com/11eee16e740f662501f2bc3de305f18c\" tg-width=\"871\" tg-height=\"618\" width=\"100%\" height=\"auto\"><b>Wedbush</b>&nbsp;analyst Matt Bryson downgraded&nbsp;<b>NVIDIA Corp</b>&nbsp;to Neutral from&nbsp;Outperform with a price target of $300, up from $220.</p><p><blockquote>英伟达股价在早盘交易中下跌近2%。<b>韦德布什</b>分析师马特·布赖森下调评级<b>英伟达公司</b>从跑赢大盘调至中性，目标价从 220 美元上调至 300 美元。</blockquote></p><p> The analyst cites valuation for the downgrade, with the shares trading at 55 times his 2024 numbers.</p><p><blockquote>这位分析师引用了下调评级的估值，股价是他 2024 年数据的 55 倍。</blockquote></p><p> He would have to lift the multiple to 67x to justify Outperform, suggesting Nvidia valued at ~7X its stated 2024 TAM and ~25X sales. Conversely, he would have to double his sales growth assumptions (from ~20% to ~40%) over the next couple of years to continue to use a 40X multiple to value Nvidia.</p><p><blockquote>他必须将市盈率提高到 67 倍才能证明跑赢大盘的合理性，这表明 Nvidia 的估值约为其 2024 年 TAM 的 7 倍，销售额约为 25 倍。相反，他必须在未来几年将销售增长假设翻一番（从约 20% 增加到约 40%），才能继续使用 40 倍的倍数来估值 Nvidia。</blockquote></p><p> However, Bryson believes the combination of \"unprecedented demand\" for both data center and client offerings will allow Nvidia to exceed expectations again next week when its reports.</p><p><blockquote>然而，布赖森认为，数据中心和客户端产品的“前所未有的需求”将使英伟达在下周发布报告时再次超出预期。</blockquote></p><p> Nvidia's continued work in building out its AI software will further solidify its AI leadership.</p><p><blockquote>英伟达在构建人工智能软件方面的持续工作将进一步巩固其人工智能领先地位。</blockquote></p><p> Client GPUs have again become difficult to source, helped by a combination of solid gaming demand and crypto mining requirements.</p><p><blockquote>在稳定的游戏需求和加密挖掘要求的结合下，客户端GPU再次变得难以获得。</blockquote></p><p> New opportunities, particularly the Metaverse and its graphics-intensive requirements, have started to realize the increased investment.</p><p><blockquote>新的机遇，特别是元宇宙及其图形密集型需求，已经开始实现投资的增加。</blockquote></p><p> He sees no \"negative catalyst\" for the stock and improving fundamentals for Nvidia but downgrades the shares on valuation.</p><p><blockquote>他认为该股没有“负面催化剂”，英伟达的基本面也在改善，但下调了该股的估值。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia shares fell nearly 2% in morning trading<blockquote>英伟达股价早盘下跌近 2%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia shares fell nearly 2% in morning trading<blockquote>英伟达股价早盘下跌近 2%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-12 23:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Nvidia&nbsp;shares&nbsp;fell&nbsp;nearly&nbsp;2%&nbsp;in&nbsp;morning&nbsp;trading.<img src=\"https://static.tigerbbs.com/11eee16e740f662501f2bc3de305f18c\" tg-width=\"871\" tg-height=\"618\" width=\"100%\" height=\"auto\"><b>Wedbush</b>&nbsp;analyst Matt Bryson downgraded&nbsp;<b>NVIDIA Corp</b>&nbsp;to Neutral from&nbsp;Outperform with a price target of $300, up from $220.</p><p><blockquote>英伟达股价在早盘交易中下跌近2%。<b>韦德布什</b>分析师马特·布赖森下调评级<b>英伟达公司</b>从跑赢大盘调至中性，目标价从 220 美元上调至 300 美元。</blockquote></p><p> The analyst cites valuation for the downgrade, with the shares trading at 55 times his 2024 numbers.</p><p><blockquote>这位分析师引用了下调评级的估值，股价是他 2024 年数据的 55 倍。</blockquote></p><p> He would have to lift the multiple to 67x to justify Outperform, suggesting Nvidia valued at ~7X its stated 2024 TAM and ~25X sales. Conversely, he would have to double his sales growth assumptions (from ~20% to ~40%) over the next couple of years to continue to use a 40X multiple to value Nvidia.</p><p><blockquote>他必须将市盈率提高到 67 倍才能证明跑赢大盘的合理性，这表明 Nvidia 的估值约为其 2024 年 TAM 的 7 倍，销售额约为 25 倍。相反，他必须在未来几年将销售增长假设翻一番（从约 20% 增加到约 40%），才能继续使用 40 倍的倍数来估值 Nvidia。</blockquote></p><p> However, Bryson believes the combination of \"unprecedented demand\" for both data center and client offerings will allow Nvidia to exceed expectations again next week when its reports.</p><p><blockquote>然而，布赖森认为，数据中心和客户端产品的“前所未有的需求”将使英伟达在下周发布报告时再次超出预期。</blockquote></p><p> Nvidia's continued work in building out its AI software will further solidify its AI leadership.</p><p><blockquote>英伟达在构建人工智能软件方面的持续工作将进一步巩固其人工智能领先地位。</blockquote></p><p> Client GPUs have again become difficult to source, helped by a combination of solid gaming demand and crypto mining requirements.</p><p><blockquote>在稳定的游戏需求和加密挖掘要求的结合下，客户端GPU再次变得难以获得。</blockquote></p><p> New opportunities, particularly the Metaverse and its graphics-intensive requirements, have started to realize the increased investment.</p><p><blockquote>新的机遇，特别是元宇宙及其图形密集型需求，已经开始实现投资的增加。</blockquote></p><p> He sees no \"negative catalyst\" for the stock and improving fundamentals for Nvidia but downgrades the shares on valuation.</p><p><blockquote>他认为该股没有“负面催化剂”，英伟达的基本面也在改善，但下调了该股的估值。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139324750","content_text":"Nvidia shares fell nearly 2% in morning trading.Wedbush analyst Matt Bryson downgraded NVIDIA Corp to Neutral from Outperform with a price target of $300, up from $220.\nThe analyst cites valuation for the downgrade, with the shares trading at 55 times his 2024 numbers.\nHe would have to lift the multiple to 67x to justify Outperform, suggesting Nvidia valued at ~7X its stated 2024 TAM and ~25X sales. Conversely, he would have to double his sales growth assumptions (from ~20% to ~40%) over the next couple of years to continue to use a 40X multiple to value Nvidia.\nHowever, Bryson believes the combination of \"unprecedented demand\" for both data center and client offerings will allow Nvidia to exceed expectations again next week when its reports.\nNvidia's continued work in building out its AI software will further solidify its AI leadership.\nClient GPUs have again become difficult to source, helped by a combination of solid gaming demand and crypto mining requirements.\nNew opportunities, particularly the Metaverse and its graphics-intensive requirements, have started to realize the increased investment.\nHe sees no \"negative catalyst\" for the stock and improving fundamentals for Nvidia but downgrades the shares on valuation.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}