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2021-05-11

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2021-05-09

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2021-05-27

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2021-06-05

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U.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO<blockquote>美国 IPO 前一周：数字支付、心理健康服务等多元化 8 IPO</blockquote>

2021-06-17

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Breaking ranks, Norway signals 4 rate hikes by mid-2022<blockquote>挪威宣布到 2022 年中期加息 4 次</blockquote>

2021-05-05

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Why Amazon and Alphabet may need to split their high-priced stocks<blockquote>为什么亚马逊和Alphabet可能需要拆分高价股票</blockquote>

2021-07-07

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2021-06-09

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S&P 500 closes little changed as "meme stocks" extend rally<blockquote>“模因股票”延续涨势，标普500收盘变化不大</blockquote>

2021-06-03

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Ignore Dogecoin -- These 3 Unique Stocks Are Infinitely Better Buys<blockquote>忽略狗狗币——这 3 只独特的股票无限值得购买</blockquote>

2021-06-02

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Toplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote>

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ze":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/842034497","repostId":"1136116425","repostType":4,"repost":{"id":"1136116425","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":1636104081,"share":"https://www.laohunote.com/m/news/1136116425?lang=zh_CN&edition=full","pubTime":"2021-11-05 17:21","market":"us","language":"en","title":"U.S. Daylight Saving Time Ends on Sunday, Nov.7 2021<blockquote>美国夏令时于 2021 年 11 月 7 日星期日结束</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1136116425","media":"Tiger Newspress","summary":"Dear Tigers, U.S. Daylight Saving Time Ends on Sunday, Nov.7 2021,at 2:00 a.m.\nAt that time,the regu","content":"<p>Dear Tigers, U.S. Daylight Saving Time Ends on Sunday, Nov.7 2021,at 2:00&nbsp;a.m.</p><p><blockquote>亲爱的老虎们，美国夏令时于2021年11月7日周日凌晨2:00结束。</blockquote></p><p> At that time,the regular trading period of the US stock market will move toward by one hour, which will become 22:30 p.m.to 5:00 a.m（Beijing Time/SGT）. </p><p><blockquote>届时，美国股市的常规交易时段将提前一小时，即北京时间晚上22:30至凌晨5:00。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e441a1a98d5230fc31d6f1652e577bde\" tg-width=\"674\" tg-height=\"365\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Trading Hours</b></p><p><blockquote><b>交易时间</b></blockquote></p><p> U.S.&nbsp;Eastern Time:9:30 ~ 16:00; Beijing time /SGT :22:30 ~&nbsp;5:00 the next day</p><p><blockquote>美国东部时间：9:30~16:00；北京时间/SGT：22:30~次日5:00</blockquote></p><p> <b>pre-trade</b></p><p><blockquote><b>交易前</b></blockquote></p><p> U.S.&nbsp;Eastern Time:4:00 ~ 9:30;Beijing time/SGT :17:00&nbsp;~&nbsp;22:30</p><p><blockquote>美国东部时间：4:00~9:30；北京时间/SGT：17:00~22:30</blockquote></p><p> <b>post-trade</b></p><p><blockquote><b>交易后</b></blockquote></p><p> U.S.&nbsp;Eastern Time:16：00~20：00;Beijing time/SGT:5:00&nbsp;~&nbsp;9:00</p><p><blockquote>美国东部时间：16:00~20:00；北京时间/SGT：5:00~9:00</blockquote></p><p> (Note: Daylight saving time always begins on the second Sunday in March and ends on the first Sunday in November)</p><p><blockquote>（注：夏令时总是从三月的第二个星期日开始，到十一月的第一个星期日结束）</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>U.S. Daylight Saving Time Ends on Sunday, Nov.7 2021<blockquote>美国夏令时于 2021 年 11 月 7 日星期日结束</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\">\nU.S. Daylight Saving Time Ends on Sunday, Nov.7 2021<blockquote>美国夏令时于 2021 年 11 月 7 日星期日结束</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\">2021-11-05 17:21</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Dear Tigers, U.S. Daylight Saving Time Ends on Sunday, Nov.7 2021,at 2:00&nbsp;a.m.</p><p><blockquote>亲爱的老虎们，美国夏令时于2021年11月7日周日凌晨2:00结束。</blockquote></p><p> At that time,the regular trading period of the US stock market will move toward by one hour, which will become 22:30 p.m.to 5:00 a.m（Beijing Time/SGT）. </p><p><blockquote>届时，美国股市的常规交易时段将提前一小时，即北京时间晚上22:30至凌晨5:00。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e441a1a98d5230fc31d6f1652e577bde\" tg-width=\"674\" tg-height=\"365\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Trading Hours</b></p><p><blockquote><b>交易时间</b></blockquote></p><p> U.S.&nbsp;Eastern Time:9:30 ~ 16:00; Beijing time /SGT :22:30 ~&nbsp;5:00 the next day</p><p><blockquote>美国东部时间：9:30~16:00；北京时间/SGT：22:30~次日5:00</blockquote></p><p> <b>pre-trade</b></p><p><blockquote><b>交易前</b></blockquote></p><p> U.S.&nbsp;Eastern Time:4:00 ~ 9:30;Beijing time/SGT :17:00&nbsp;~&nbsp;22:30</p><p><blockquote>美国东部时间：4:00~9:30；北京时间/SGT：17:00~22:30</blockquote></p><p> <b>post-trade</b></p><p><blockquote><b>交易后</b></blockquote></p><p> U.S.&nbsp;Eastern Time:16：00~20：00;Beijing time/SGT:5:00&nbsp;~&nbsp;9:00</p><p><blockquote>美国东部时间：16:00~20:00；北京时间/SGT：5:00~9:00</blockquote></p><p> (Note: Daylight saving time always begins on the second Sunday in March and ends on the first Sunday in November)</p><p><blockquote>（注：夏令时总是从三月的第二个星期日开始，到十一月的第一个星期日结束）</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136116425","content_text":"Dear Tigers, U.S. Daylight Saving Time Ends on Sunday, Nov.7 2021,at 2:00 a.m.\nAt that time,the regular trading period of the US stock market will move toward by one hour, which will become 22:30 p.m.to 5:00 a.m（Beijing Time/SGT）. \n\nTrading Hours\nU.S. Eastern Time:9:30 ~ 16:00; Beijing time /SGT :22:30 ~ 5:00 the next day\npre-trade\nU.S. Eastern Time:4:00 ~ 9:30;Beijing time/SGT :17:00 ~ 22:30\npost-trade\nU.S. Eastern Time:16：00~20：00;Beijing time/SGT:5:00 ~ 9:00\n(Note: Daylight saving time always begins on the second Sunday in March and ends on the first Sunday in November)","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852075839,"gmtCreate":1635229281763,"gmtModify":1635229282738,"author":{"id":"3580728618221542","authorId":"3580728618221542","name":"Joq3","avatar":"https://static.tigerbbs.com/d6c74d6579de4c1c51d504c2c738ef80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580728618221542","authorIdStr":"3580728618221542"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852075839","repostId":"2177412181","repostType":4,"repost":{"id":"2177412181","kind":"highlight","pubTimestamp":1635219132,"share":"https://www.laohunote.com/m/news/2177412181?lang=zh_CN&edition=full","pubTime":"2021-10-26 11:32","market":"us","language":"en","title":"AMD earnings look to again succeed where Intel disappointed<blockquote>AMD 盈利有望再次取得成功，英特尔令人失望</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2177412181","media":"MarketWatch","summary":"AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analy","content":"<p>AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink</p><p><blockquote>AMD 盈利预览：在英特尔连续两个季度下滑的情况下显示数据中心增长后，分析师现在指出 AMD 的利润率正在增长，因为英特尔的利润率预计将萎缩</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30ec3c9220844c561016f0de86f86f52\" tg-width=\"699\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Advanced Micro Devices Inc.’s growing series of Epyc server chips has been the talk of Wall Street in recent quarters, but that may switch to gross margins in this quarter’s earnings report.</span></p><p><blockquote><p class=\"t-img-caption\"><span>Advanced Micro Devices Inc. 最近几个季度，华尔街一直在谈论不断增长的 Epyc 服务器芯片系列，但这可能会转向本季度财报中的毛利率。</span></p></blockquote></p><p> Advanced Micro Devices Inc. is set to follow yet another rough earnings report from Intel Corp., and once again could show gains in an area that caused pain for its larger rival.</p><p><blockquote>Advanced Micro Devices Inc. 将继英特尔公司 (Intel Corp.) 发布另一份糟糕的收益报告之后，该公司可能会再次在一个给其更大的竞争对手带来痛苦的领域取得进展。</blockquote></p><p> AMD&nbsp;is scheduled to report third-quarter earnings on Tuesday after the close of markets, after Intel&nbsp;reported an earnings beat Thursday that hardly mattered as revenue came in light. More important to analysts was Intel's forecast for declining margins over the next few years as its chief executive doubles down on new manufacturing capacity to try to retake its former glory as the undisputed chip leader.</p><p><blockquote>AMD 定于周二收盘后公布第三季度收益，此前英特尔周四公布的收益超出预期，但随着收入的浮出水面，这几乎无关紧要。对分析师来说，更重要的是英特尔预测未来几年利润率将下降，因为其首席执行官加倍投资新的产能，试图重夺其作为无可争议的芯片领导者的昔日荣耀。</blockquote></p><p> That led to downgrades on Friday and Intel's worst one-day performance since the chip leader said it was going to delay its next generation of chips, an announcement that had fired up even more investor support for AMD back then.</p><p><blockquote>这导致了周五的评级下调，以及自这家芯片领导者表示将推迟下一代芯片以来英特尔最糟糕的单日表现，这一声明当时激发了投资者对 AMD 的更多支持。</blockquote></p><p> Bernstein analyst Stacy Rasgon, who has a market perform rating on AMD and a $110 price target, said AMD will continue to benefit from Intel's transition, and called attention to an AMD metric that was one of enormous concern during Intel's call: Gross margins.</p><p><blockquote>Bernstein 分析师 Stacy Rasgon 对 AMD 给予市场表现评级，目标价为 110 美元，他表示 AMD 将继续受益于英特尔的转型，并呼吁人们关注英特尔看涨期权期间备受关注的 AMD 指标之一：毛利率。</blockquote></p><p> \"We believe Street gross margin estimates appear unaggressive going forward (which is not something we have typically said for AMD), and the company is now (for the first time ever) starting to return cash,\" Rasgon said.</p><p><blockquote>拉斯贡表示：“我们认为，未来华尔街毛利率估计似乎并不激进（这不是我们通常对 AMD 所说的话），而且该公司现在（有史以来第一次）开始返还现金。”</blockquote></p><p> That underscores another show of how Intel and AMD are transitioning with respect to one another: Analysts on the Intel call were very concerned that Intel's margins were falling despite company assurances they would stay just above 50% for the next few years. Meanwhile, AMD gross margins have been rising, and are likely to break above 50%, if not in this earnings report, then sometime soon. Three months ago, AMD reported gross margins of 48%, up from 44% in the previous year.</p><p><blockquote>这再次表明英特尔和 AMD 正在相互转型：英特尔看涨期权上的分析师非常担心英特尔的利润率正在下降，尽管该公司保证未来几年利润率将保持在 50% 以上。与此同时，AMD 的毛利率一直在上升，并且可能会突破 50% 以上，如果不是在这份收益报告中，那么很快就会突破 50%。三个月前，AMD 公布的毛利率为 48%，高于上一年的 44%。</blockquote></p><p> While AMD is referred to as Intel's \"smaller rival,\" that gap has been steadily closing for a while now. At Friday's close, AMD had a market cap of $145.34 billion, or nearly 73% of Intel's $200.66 billion. Just this past summer, AMD's $111.5 billion valuation was a little more than half Intel's $219.5 billion cap.</p><p><blockquote>虽然AMD被称为英特尔的“较小的竞争对手”，但这一差距已经稳步缩小了一段时间。截至周五收盘，AMD 的市值为 1453.4 亿美元，接近英特尔 2006.6 亿美元市值的 73%。就在去年夏天，AMD 的估值为 1115 亿美元，略高于英特尔 2195 亿美元上限的一半。</blockquote></p><p> One other are to look at will be data-center sales, as finally swung to a gain in that important segment in the quarter. Over the past two quarters, Intel has posted significant year-over-year declines in the increasingly important category, while AMD has more than doubled its sales. That raises the question whether Intel clawed back some market share, or whether data-center sales were just generally better all around, which AMD's report could answer.</p><p><blockquote>另一个值得关注的领域是数据中心销售，该领域终于在本季度实现了这一重要领域的增长。在过去的两个季度里，英特尔在这个日益重要的类别中的销售额同比大幅下降，而 AMD 的销售额则增长了一倍多。这就提出了一个问题：英特尔是否夺回了一些市场份额，或者数据中心的销售是否只是普遍更好，AMD 的报告可以回答这个问题。</blockquote></p><p> <b>What to expect</b></p><p><blockquote><b>期待什么</b></blockquote></p><p> <b>Earnings: </b>Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 66 cents a share, up from 41 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 72 cents a share.</p><p><blockquote><b>收益：</b>在 FactSet 调查的 34 名分析师中，AMD 预计调整后每股收益平均为 66 美分，高于去年同期的每股 41 美分。Estimize 是一个软件平台，它从对冲基金高管、经纪公司、买方分析师和其他人那里众包评级估算，每股收益为 72 美分。</blockquote></p><p> <b>Revenue:</b> Of the 32 analysts polled by FactSet, AMD, on average, is expected to post revenue of $4.11 billion, up from the $2.8 billion reported in the year-ago quarter. AMD had forecast $4 billion to $4.2 billion. Estimize expects revenue of $4.22 billion.</p><p><blockquote><b>收入：</b>在 FactSet 调查的 32 名分析师中，AMD 预计平均营收为 41.1 亿美元，高于去年同期报告的 28 亿美元。AMD 曾预测 40 亿至 42 亿美元。Estimize 预计收入为 42.2 亿美元。</blockquote></p><p> <b>Stock movement:</b> While AMD earnings and sales have both topped Wall Street estimates over the past five quarterly reports, but shares only gained the next day twice, about three months ago and when the stock popped nearly 13% five quarters ago.</p><p><blockquote><b>股票变动：</b>尽管 AMD 在过去五个季度报告中的盈利和销售额均超出了华尔街的预期，但其股价仅在第二天上涨了两次，一次是在大约三个月前，另一次是在五个季度前，当时该股飙升了近 13%。</blockquote></p><p> AMD shares rose 9.6% in the third quarter. In contrast, the PHLX Semiconductor Index declined 2.6%, the S&amp;P 500 index rose 0.2%, and the tech-heavy Nasdaq Composite Index declined 0.4%. On Friday, the day after Intel's report, AMD shares closed at a record high of $119.82.</p><p><blockquote>AMD 股价第三季度上涨 9.6%。相比之下，PHLX半导体指数下跌2.6%，标普500指数上涨0.2%，以科技股为主的纳斯达克综合指数下跌0.4%。周五，即英特尔发布报告的第二天，AMD 股价收于 119.82 美元的历史新高。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> Cowen analyst Matthew Ramsay, who has an outperform rating and a $120 price target on AMD, said he's \"lookin' for more of the same.\"</p><p><blockquote>Cowen 分析师马修·拉姆齐 (Matthew Ramsay) 对 AMD 给予跑赢大盘评级，目标价为 120 美元，他表示“正在寻找更多类似的评级”。</blockquote></p><p> \"We continue to monitor the PC market for signs of demand slowing or supply improving,\" Ramsay said. \"Near-term, we see resilient demand outside Chromebooks, but prefer a prudent/agnostic view on 2022 like AMD took on its last call.\"</p><p><blockquote>拉姆齐表示：“我们将继续监测个人电脑市场是否有需求放缓或供应改善的迹象。”“短期内，我们看到 Chromebook 以外的需求有弹性，但更倾向于对 2022 年持谨慎/不可知论的态度，就像 AMD 进行最后一次看涨期权一样。”</blockquote></p><p> Earlier in the month, research firms released data showing that pandemic-fueled growth in PC shipments had slowed considerably as the world not only wrestles with a chip shortage but overall supply-chain issues.</p><p><blockquote>本月早些时候，研究公司发布的数据显示，由于全球不仅面临芯片短缺，而且面临整体供应链问题，疫情推动的个人电脑出货量增长已大幅放缓。</blockquote></p><p></p><p> On data-center sales, Ramsay is even more optimistic estimating that segment will account for more than 25% of sales compared with less than 20% a year ago.</p><p><blockquote>在数据中心销售方面，Ramsay 更加乐观，估计该部门将占销售额的 25% 以上，而一年前这一比例还不到 20%。</blockquote></p><p> \"We believe datacenter passing a quarter of AMD's business could draw investor attention,\" Ramsay said. \"We remind investors that the most important business for AMD remains datacenter, which we estimate doubled in 2020, with CEO Lisa Su noting she sees the business momentum accelerating in 2021.\"</p><p><blockquote>“我们相信数据中心超过 AMD 四分之一的业务可能会吸引投资者的注意力，”拉姆齐说。“我们提醒投资者，AMD 最重要的业务仍然是数据中心，我们预计该业务在 2020 年将翻一番，首席执行官 Lisa Su 指出，她预计 2021 年业务势头将加速。”</blockquote></p><p> Susquehanna Financial analyst Christopher Rolland, who has a positive rating and a $130 price target on AMD, said he expects another solid quarter driven by enterprise and server sales, but that \"given the slowing PC market, we do not expect mgmt to raise their FY top-line guidance as they have done in numerous updates over the last year.\"</p><p><blockquote>萨斯奎哈纳金融分析师克里斯托弗·罗兰 (Christopher Rolland) 对 AMD 给予正面评级，目标价为 130 美元，他表示，在企业和服务器销售的推动下，他预计本季度将再次表现强劲，但“鉴于 PC 市场放缓，我们预计管理层不会提高他们的财年营收指引，就像他们在去年的多次更新中所做的那样。”</blockquote></p><p> Still, Rolland expects AMD to report share gains from Intel in both desktop and laptop PCs as well as enterprise and gaming PCs.</p><p><blockquote>尽管如此，罗兰预计 AMD 在台式机和笔记本电脑以及企业和游戏电脑方面的份额将超过英特尔。</blockquote></p><p> Of the 39 analysts who cover AMD, 23 have buy or overweight ratings, and 16 have hold ratings, with an average price target of $117.55.</p><p><blockquote>在研究 AMD 的 39 位分析师中，23 位给予买入或跑赢大盘评级，16 位给予持有评级，平均目标价为 117.55 美元。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nAMD earnings look to again succeed where Intel disappointed<blockquote>AMD 盈利有望再次取得成功，英特尔令人失望</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-26 11:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink</p><p><blockquote>AMD 盈利预览：在英特尔连续两个季度下滑的情况下显示数据中心增长后，分析师现在指出 AMD 的利润率正在增长，因为英特尔的利润率预计将萎缩</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30ec3c9220844c561016f0de86f86f52\" tg-width=\"699\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Advanced Micro Devices Inc.’s growing series of Epyc server chips has been the talk of Wall Street in recent quarters, but that may switch to gross margins in this quarter’s earnings report.</span></p><p><blockquote><p class=\"t-img-caption\"><span>Advanced Micro Devices Inc. 最近几个季度，华尔街一直在谈论不断增长的 Epyc 服务器芯片系列，但这可能会转向本季度财报中的毛利率。</span></p></blockquote></p><p> Advanced Micro Devices Inc. is set to follow yet another rough earnings report from Intel Corp., and once again could show gains in an area that caused pain for its larger rival.</p><p><blockquote>Advanced Micro Devices Inc. 将继英特尔公司 (Intel Corp.) 发布另一份糟糕的收益报告之后，该公司可能会再次在一个给其更大的竞争对手带来痛苦的领域取得进展。</blockquote></p><p> AMD&nbsp;is scheduled to report third-quarter earnings on Tuesday after the close of markets, after Intel&nbsp;reported an earnings beat Thursday that hardly mattered as revenue came in light. More important to analysts was Intel's forecast for declining margins over the next few years as its chief executive doubles down on new manufacturing capacity to try to retake its former glory as the undisputed chip leader.</p><p><blockquote>AMD 定于周二收盘后公布第三季度收益，此前英特尔周四公布的收益超出预期，但随着收入的浮出水面，这几乎无关紧要。对分析师来说，更重要的是英特尔预测未来几年利润率将下降，因为其首席执行官加倍投资新的产能，试图重夺其作为无可争议的芯片领导者的昔日荣耀。</blockquote></p><p> That led to downgrades on Friday and Intel's worst one-day performance since the chip leader said it was going to delay its next generation of chips, an announcement that had fired up even more investor support for AMD back then.</p><p><blockquote>这导致了周五的评级下调，以及自这家芯片领导者表示将推迟下一代芯片以来英特尔最糟糕的单日表现，这一声明当时激发了投资者对 AMD 的更多支持。</blockquote></p><p> Bernstein analyst Stacy Rasgon, who has a market perform rating on AMD and a $110 price target, said AMD will continue to benefit from Intel's transition, and called attention to an AMD metric that was one of enormous concern during Intel's call: Gross margins.</p><p><blockquote>Bernstein 分析师 Stacy Rasgon 对 AMD 给予市场表现评级，目标价为 110 美元，他表示 AMD 将继续受益于英特尔的转型，并呼吁人们关注英特尔看涨期权期间备受关注的 AMD 指标之一：毛利率。</blockquote></p><p> \"We believe Street gross margin estimates appear unaggressive going forward (which is not something we have typically said for AMD), and the company is now (for the first time ever) starting to return cash,\" Rasgon said.</p><p><blockquote>拉斯贡表示：“我们认为，未来华尔街毛利率估计似乎并不激进（这不是我们通常对 AMD 所说的话），而且该公司现在（有史以来第一次）开始返还现金。”</blockquote></p><p> That underscores another show of how Intel and AMD are transitioning with respect to one another: Analysts on the Intel call were very concerned that Intel's margins were falling despite company assurances they would stay just above 50% for the next few years. Meanwhile, AMD gross margins have been rising, and are likely to break above 50%, if not in this earnings report, then sometime soon. Three months ago, AMD reported gross margins of 48%, up from 44% in the previous year.</p><p><blockquote>这再次表明英特尔和 AMD 正在相互转型：英特尔看涨期权上的分析师非常担心英特尔的利润率正在下降，尽管该公司保证未来几年利润率将保持在 50% 以上。与此同时，AMD 的毛利率一直在上升，并且可能会突破 50% 以上，如果不是在这份收益报告中，那么很快就会突破 50%。三个月前，AMD 公布的毛利率为 48%，高于上一年的 44%。</blockquote></p><p> While AMD is referred to as Intel's \"smaller rival,\" that gap has been steadily closing for a while now. At Friday's close, AMD had a market cap of $145.34 billion, or nearly 73% of Intel's $200.66 billion. Just this past summer, AMD's $111.5 billion valuation was a little more than half Intel's $219.5 billion cap.</p><p><blockquote>虽然AMD被称为英特尔的“较小的竞争对手”，但这一差距已经稳步缩小了一段时间。截至周五收盘，AMD 的市值为 1453.4 亿美元，接近英特尔 2006.6 亿美元市值的 73%。就在去年夏天，AMD 的估值为 1115 亿美元，略高于英特尔 2195 亿美元上限的一半。</blockquote></p><p> One other are to look at will be data-center sales, as finally swung to a gain in that important segment in the quarter. Over the past two quarters, Intel has posted significant year-over-year declines in the increasingly important category, while AMD has more than doubled its sales. That raises the question whether Intel clawed back some market share, or whether data-center sales were just generally better all around, which AMD's report could answer.</p><p><blockquote>另一个值得关注的领域是数据中心销售，该领域终于在本季度实现了这一重要领域的增长。在过去的两个季度里，英特尔在这个日益重要的类别中的销售额同比大幅下降，而 AMD 的销售额则增长了一倍多。这就提出了一个问题：英特尔是否夺回了一些市场份额，或者数据中心的销售是否只是普遍更好，AMD 的报告可以回答这个问题。</blockquote></p><p> <b>What to expect</b></p><p><blockquote><b>期待什么</b></blockquote></p><p> <b>Earnings: </b>Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 66 cents a share, up from 41 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 72 cents a share.</p><p><blockquote><b>收益：</b>在 FactSet 调查的 34 名分析师中，AMD 预计调整后每股收益平均为 66 美分，高于去年同期的每股 41 美分。Estimize 是一个软件平台，它从对冲基金高管、经纪公司、买方分析师和其他人那里众包评级估算，每股收益为 72 美分。</blockquote></p><p> <b>Revenue:</b> Of the 32 analysts polled by FactSet, AMD, on average, is expected to post revenue of $4.11 billion, up from the $2.8 billion reported in the year-ago quarter. AMD had forecast $4 billion to $4.2 billion. Estimize expects revenue of $4.22 billion.</p><p><blockquote><b>收入：</b>在 FactSet 调查的 32 名分析师中，AMD 预计平均营收为 41.1 亿美元，高于去年同期报告的 28 亿美元。AMD 曾预测 40 亿至 42 亿美元。Estimize 预计收入为 42.2 亿美元。</blockquote></p><p> <b>Stock movement:</b> While AMD earnings and sales have both topped Wall Street estimates over the past five quarterly reports, but shares only gained the next day twice, about three months ago and when the stock popped nearly 13% five quarters ago.</p><p><blockquote><b>股票变动：</b>尽管 AMD 在过去五个季度报告中的盈利和销售额均超出了华尔街的预期，但其股价仅在第二天上涨了两次，一次是在大约三个月前，另一次是在五个季度前，当时该股飙升了近 13%。</blockquote></p><p> AMD shares rose 9.6% in the third quarter. In contrast, the PHLX Semiconductor Index declined 2.6%, the S&amp;P 500 index rose 0.2%, and the tech-heavy Nasdaq Composite Index declined 0.4%. On Friday, the day after Intel's report, AMD shares closed at a record high of $119.82.</p><p><blockquote>AMD 股价第三季度上涨 9.6%。相比之下，PHLX半导体指数下跌2.6%，标普500指数上涨0.2%，以科技股为主的纳斯达克综合指数下跌0.4%。周五，即英特尔发布报告的第二天，AMD 股价收于 119.82 美元的历史新高。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> Cowen analyst Matthew Ramsay, who has an outperform rating and a $120 price target on AMD, said he's \"lookin' for more of the same.\"</p><p><blockquote>Cowen 分析师马修·拉姆齐 (Matthew Ramsay) 对 AMD 给予跑赢大盘评级，目标价为 120 美元，他表示“正在寻找更多类似的评级”。</blockquote></p><p> \"We continue to monitor the PC market for signs of demand slowing or supply improving,\" Ramsay said. \"Near-term, we see resilient demand outside Chromebooks, but prefer a prudent/agnostic view on 2022 like AMD took on its last call.\"</p><p><blockquote>拉姆齐表示：“我们将继续监测个人电脑市场是否有需求放缓或供应改善的迹象。”“短期内，我们看到 Chromebook 以外的需求有弹性，但更倾向于对 2022 年持谨慎/不可知论的态度，就像 AMD 进行最后一次看涨期权一样。”</blockquote></p><p> Earlier in the month, research firms released data showing that pandemic-fueled growth in PC shipments had slowed considerably as the world not only wrestles with a chip shortage but overall supply-chain issues.</p><p><blockquote>本月早些时候，研究公司发布的数据显示，由于全球不仅面临芯片短缺，而且面临整体供应链问题，疫情推动的个人电脑出货量增长已大幅放缓。</blockquote></p><p></p><p> On data-center sales, Ramsay is even more optimistic estimating that segment will account for more than 25% of sales compared with less than 20% a year ago.</p><p><blockquote>在数据中心销售方面，Ramsay 更加乐观，估计该部门将占销售额的 25% 以上，而一年前这一比例还不到 20%。</blockquote></p><p> \"We believe datacenter passing a quarter of AMD's business could draw investor attention,\" Ramsay said. \"We remind investors that the most important business for AMD remains datacenter, which we estimate doubled in 2020, with CEO Lisa Su noting she sees the business momentum accelerating in 2021.\"</p><p><blockquote>“我们相信数据中心超过 AMD 四分之一的业务可能会吸引投资者的注意力，”拉姆齐说。“我们提醒投资者，AMD 最重要的业务仍然是数据中心，我们预计该业务在 2020 年将翻一番，首席执行官 Lisa Su 指出，她预计 2021 年业务势头将加速。”</blockquote></p><p> Susquehanna Financial analyst Christopher Rolland, who has a positive rating and a $130 price target on AMD, said he expects another solid quarter driven by enterprise and server sales, but that \"given the slowing PC market, we do not expect mgmt to raise their FY top-line guidance as they have done in numerous updates over the last year.\"</p><p><blockquote>萨斯奎哈纳金融分析师克里斯托弗·罗兰 (Christopher Rolland) 对 AMD 给予正面评级，目标价为 130 美元，他表示，在企业和服务器销售的推动下，他预计本季度将再次表现强劲，但“鉴于 PC 市场放缓，我们预计管理层不会提高他们的财年营收指引，就像他们在去年的多次更新中所做的那样。”</blockquote></p><p> Still, Rolland expects AMD to report share gains from Intel in both desktop and laptop PCs as well as enterprise and gaming PCs.</p><p><blockquote>尽管如此，罗兰预计 AMD 在台式机和笔记本电脑以及企业和游戏电脑方面的份额将超过英特尔。</blockquote></p><p> Of the 39 analysts who cover AMD, 23 have buy or overweight ratings, and 16 have hold ratings, with an average price target of $117.55.</p><p><blockquote>在研究 AMD 的 39 位分析师中，23 位给予买入或跑赢大盘评级，16 位给予持有评级，平均目标价为 117.55 美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/amd-earnings-look-to-again-succeed-where-intel-disappointed-11634942264?mod=mw_quote_news\">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":{"AMD":"美国超微公司"},"source_url":"https://www.marketwatch.com/story/amd-earnings-look-to-again-succeed-where-intel-disappointed-11634942264?mod=mw_quote_news","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177412181","content_text":"AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink\nAdvanced Micro Devices Inc.’s growing series of Epyc server chips has been the talk of Wall Street in recent quarters, but that may switch to gross margins in this quarter’s earnings report.\nAdvanced Micro Devices Inc. is set to follow yet another rough earnings report from Intel Corp., and once again could show gains in an area that caused pain for its larger rival.\nAMD is scheduled to report third-quarter earnings on Tuesday after the close of markets, after Intel reported an earnings beat Thursday that hardly mattered as revenue came in light. More important to analysts was Intel's forecast for declining margins over the next few years as its chief executive doubles down on new manufacturing capacity to try to retake its former glory as the undisputed chip leader.\nThat led to downgrades on Friday and Intel's worst one-day performance since the chip leader said it was going to delay its next generation of chips, an announcement that had fired up even more investor support for AMD back then.\nBernstein analyst Stacy Rasgon, who has a market perform rating on AMD and a $110 price target, said AMD will continue to benefit from Intel's transition, and called attention to an AMD metric that was one of enormous concern during Intel's call: Gross margins.\n\"We believe Street gross margin estimates appear unaggressive going forward (which is not something we have typically said for AMD), and the company is now (for the first time ever) starting to return cash,\" Rasgon said.\nThat underscores another show of how Intel and AMD are transitioning with respect to one another: Analysts on the Intel call were very concerned that Intel's margins were falling despite company assurances they would stay just above 50% for the next few years. Meanwhile, AMD gross margins have been rising, and are likely to break above 50%, if not in this earnings report, then sometime soon. Three months ago, AMD reported gross margins of 48%, up from 44% in the previous year.\nWhile AMD is referred to as Intel's \"smaller rival,\" that gap has been steadily closing for a while now. At Friday's close, AMD had a market cap of $145.34 billion, or nearly 73% of Intel's $200.66 billion. Just this past summer, AMD's $111.5 billion valuation was a little more than half Intel's $219.5 billion cap.\nOne other are to look at will be data-center sales, as finally swung to a gain in that important segment in the quarter. Over the past two quarters, Intel has posted significant year-over-year declines in the increasingly important category, while AMD has more than doubled its sales. That raises the question whether Intel clawed back some market share, or whether data-center sales were just generally better all around, which AMD's report could answer.\nWhat to expect\nEarnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 66 cents a share, up from 41 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 72 cents a share.\nRevenue: Of the 32 analysts polled by FactSet, AMD, on average, is expected to post revenue of $4.11 billion, up from the $2.8 billion reported in the year-ago quarter. AMD had forecast $4 billion to $4.2 billion. Estimize expects revenue of $4.22 billion.\nStock movement: While AMD earnings and sales have both topped Wall Street estimates over the past five quarterly reports, but shares only gained the next day twice, about three months ago and when the stock popped nearly 13% five quarters ago.\nAMD shares rose 9.6% in the third quarter. In contrast, the PHLX Semiconductor Index declined 2.6%, the S&P 500 index rose 0.2%, and the tech-heavy Nasdaq Composite Index declined 0.4%. On Friday, the day after Intel's report, AMD shares closed at a record high of $119.82.\nWhat analysts are saying\nCowen analyst Matthew Ramsay, who has an outperform rating and a $120 price target on AMD, said he's \"lookin' for more of the same.\"\n\"We continue to monitor the PC market for signs of demand slowing or supply improving,\" Ramsay said. \"Near-term, we see resilient demand outside Chromebooks, but prefer a prudent/agnostic view on 2022 like AMD took on its last call.\"\nEarlier in the month, research firms released data showing that pandemic-fueled growth in PC shipments had slowed considerably as the world not only wrestles with a chip shortage but overall supply-chain issues.\nOn data-center sales, Ramsay is even more optimistic estimating that segment will account for more than 25% of sales compared with less than 20% a year ago.\n\"We believe datacenter passing a quarter of AMD's business could draw investor attention,\" Ramsay said. \"We remind investors that the most important business for AMD remains datacenter, which we estimate doubled in 2020, with CEO Lisa Su noting she sees the business momentum accelerating in 2021.\"\nSusquehanna Financial analyst Christopher Rolland, who has a positive rating and a $130 price target on AMD, said he expects another solid quarter driven by enterprise and server sales, but that \"given the slowing PC market, we do not expect mgmt to raise their FY top-line guidance as they have done in numerous updates over the last year.\"\nStill, Rolland expects AMD to report share gains from Intel in both desktop and laptop PCs as well as enterprise and gaming PCs.\nOf the 39 analysts who cover AMD, 23 have buy or overweight ratings, and 16 have hold ratings, with an average price target of $117.55.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":2849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856393912,"gmtCreate":1635148776960,"gmtModify":1635148816341,"author":{"id":"3580728618221542","authorId":"3580728618221542","name":"Joq3","avatar":"https://static.tigerbbs.com/d6c74d6579de4c1c51d504c2c738ef80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580728618221542","authorIdStr":"3580728618221542"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/856393912","repostId":"1167039476","repostType":4,"isVote":1,"tweetType":1,"viewCount":3418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":896622890,"gmtCreate":1628580019310,"gmtModify":1631889362456,"author":{"id":"3580728618221542","authorId":"3580728618221542","name":"Joq3","avatar":"https://static.tigerbbs.com/d6c74d6579de4c1c51d504c2c738ef80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580728618221542","authorIdStr":"3580728618221542"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/896622890","repostId":"1127196790","repostType":4,"isVote":1,"tweetType":1,"viewCount":2359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893675425,"gmtCreate":1628261888167,"gmtModify":1631889362470,"author":{"id":"3580728618221542","authorId":"3580728618221542","name":"Joq3","avatar":"https://static.tigerbbs.com/d6c74d6579de4c1c51d504c2c738ef80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580728618221542","authorIdStr":"3580728618221542"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/893675425","repostId":"1155656235","repostType":4,"repost":{"id":"1155656235","kind":"news","pubTimestamp":1628227304,"share":"https://www.laohunote.com/m/news/1155656235?lang=zh_CN&edition=full","pubTime":"2021-08-06 13:21","market":"us","language":"en","title":"20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的 20 只云股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155656235","media":"MarketWatch","summary":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales ","content":"<p>Cloud ETFs are close to record highs, propelled by a rally in the sector</p><p><blockquote>在行业反弹的推动下，云 ETF 接近历史新高</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78101d8010e186fe4df59b2ef82b5de6\" tg-width=\"700\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Analysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)</span></p><p><blockquote><p class=\"t-img-caption\"><span>分析师预计提供云服务的公司未来销售额将实现强劲增长。（盖蒂图片社/iStockphoto）</span></p></blockquote></p><p> U.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.</p><p><blockquote>尽管来自中国大陆的传言和德尔塔变异毒株感染人数激增，美国投资者仍然看好。</blockquote></p><p> Cloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.</p><p><blockquote>云公司——那些处于通过互联网将计算能力转变为分布式模型的最前沿的公司——预计将在未来几年快速增长，覆盖该领域的五大交易所交易基金中有四家接近创下历史新高。</blockquote></p><p> Below is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.</p><p><blockquote>下面是这些 ETF 持有的股票屏幕，显示了预计到 2023 年销售额增幅最大的股票。在一个有许多参与者处于相对早期阶段的行业中，销售额的增长而不是盈利的增长可能是股价的最佳驱动因素。</blockquote></p><p> To begin the screen, we looked at the five largest cloud ETFs:</p><p><blockquote>为了开始屏幕，我们查看了五个最大的云 ETF：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36209ce827d95e822cad5128be8b146a\" tg-width=\"933\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> ETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.</p><p><blockquote>ETF 可能是您采取广泛方法长期参与云革命的最佳方式。如果您对任何 ETF 感兴趣，您应该查看基金经理的网站。</blockquote></p><p> Here’s a comparison of total returns through Aug. 4, along with those for the SPDR S&amp;P 500 ETF&nbsp;and the Invesco QQQ Trust&nbsp;(which tracks the Nasdaq-100 Index) for comparison:</p><p><blockquote>以下是截至 8 月 4 日的总回报率对比，以及 SPDR 标普500 ETF 和景顺 QQQ 信托基金（追踪纳斯达克 100 指数）的总回报率对比：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/242f135b3c7cca3cbaae3ee574023c1f\" tg-width=\"942\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> The ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF&nbsp;is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.</p><p><blockquote>ETF 的方法各不相同。例如，方舟下一代互联网ETF是唯一一只主动管理的。其他人跟踪索引。根据ARK Invest 8月5日发布的信息，它也是唯一一家持有特斯拉公司股票的公司，该公司占该投资组合的10.65%。特斯拉是一家电动汽车制造商，但它也可以被视为一家云公司，因为它不断通过互联网分发软件更新，并提供其他基于云的服务。</blockquote></p><p> Another holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.</p><p><blockquote>在五只云 ETF 中，ARKW 的另一个独特持股是华特迪士尼公司（Walt Disney Co.），该公司通过其 Disney+ 流媒体服务无疑是一家重要的云公司，尽管该公司没有直接说明其销售额中有多少来自这一快速增长的领域。</blockquote></p><p> As part of its description of ARKW, FactSet says the following:</p><p><blockquote>FactSet 对 ARKW 描述的一部分如下：</blockquote></p><p> <i>“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”</i></p><p><blockquote><i>“从广义上讲，ARKW 的管理者似乎专注于物联网、云计算、数字货币和可穿戴技术等热门词汇。虽然该基金的重点可能是吸引对这些新技术充满信心的投资者，但投资组合的实施却是一项更加艰巨的任务： 大多数开发这些进步的公司都是大公司，新兴技术只占总收入的一小部分。因此，要获得 ARKW 的目标技术的纯粹权限是非常困难的--因此，一定要确认该基金的持有量--而不仅仅是其论点--与您对该领域的看法相一致。</i></blockquote></p><p> <b>Cloud-stock screen</b></p><p><blockquote><b>云库存屏幕</b></blockquote></p><p> Together, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)</p><p><blockquote>上面列出的五只云ETF总共持有147只股票。为了预测 2023 年的销售增长，我们使用 2020 年日历销售预测作为基线，然后查看 FactSet 调查的分析师对未来三年的共识预测（如果有）。(2020 年的数字是估计值，因为许多公司的财政年度与日历不符）。</blockquote></p><p> To make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.</p><p><blockquote>为了确保我们有一套可靠的估计，我们将小组范围限制在 FactSet 调查的至少五名分析师所涵盖的 126 家公司，这些公司提供了 2020 年至 2023 年的共识销售估计。</blockquote></p><p> Here are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:</p><p><blockquote>以下是预计到 2023 年销售额复合年增长率 (CAGR) 最高的 20 家公司：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/517a23591cde159fb889ab80abc4bcc6\" tg-width=\"934\" tg-height=\"765\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6af2cf5b5f9f0ce50f8f023ac7babc7f\" tg-width=\"935\" tg-height=\"717\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b88ebe72e09cb9ce3294269f0a4ae431\" tg-width=\"935\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> There are actually 21 stocks listed, including Zillow Group Inc.’s Class A&nbsp;and Class C&nbsp;shares.</p><p><blockquote>实际上有 21 只股票上市，包括 Zillow Group Inc. 的 A 类股票和 C 类股票。</blockquote></p><p> It is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.</p><p><blockquote>有趣的是，该名单以 ARKW 持有的股票为主。该基金对云公司有广泛的定义，也关注销售增长。</blockquote></p><p></p><p> Here are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.</p><p><blockquote>以下是基于未来 12 个月共识估计的当前远期市销率，以及当前市值与 2023 年预计销售额的比率和分析师对股票的意见摘要。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/19b9c4bf1d8b1abcfa76b7d008a47ad7\" tg-width=\"938\" tg-height=\"805\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/2ff191189c5d7d2f31698843734ca3cc\" tg-width=\"933\" tg-height=\"773\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9543489c4d52d3f1a69dfdcf170115\" tg-width=\"930\" tg-height=\"242\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> In comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.</p><p><blockquote>相比之下，SPDR标普500指数ETF的远期市销率为 2.8，2023 年预计市销率为 2.6。QQQ 目前的市盈率为 4.7，2023 年将下降至 4.3。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的 20 只云股票</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\">\n20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的 20 只云股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-06 13:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Cloud ETFs are close to record highs, propelled by a rally in the sector</p><p><blockquote>在行业反弹的推动下，云 ETF 接近历史新高</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78101d8010e186fe4df59b2ef82b5de6\" tg-width=\"700\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Analysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)</span></p><p><blockquote><p class=\"t-img-caption\"><span>分析师预计提供云服务的公司未来销售额将实现强劲增长。（盖蒂图片社/iStockphoto）</span></p></blockquote></p><p> U.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.</p><p><blockquote>尽管来自中国大陆的传言和德尔塔变异毒株感染人数激增，美国投资者仍然看好。</blockquote></p><p> Cloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.</p><p><blockquote>云公司——那些处于通过互联网将计算能力转变为分布式模型的最前沿的公司——预计将在未来几年快速增长，覆盖该领域的五大交易所交易基金中有四家接近创下历史新高。</blockquote></p><p> Below is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.</p><p><blockquote>下面是这些 ETF 持有的股票屏幕，显示了预计到 2023 年销售额增幅最大的股票。在一个有许多参与者处于相对早期阶段的行业中，销售额的增长而不是盈利的增长可能是股价的最佳驱动因素。</blockquote></p><p> To begin the screen, we looked at the five largest cloud ETFs:</p><p><blockquote>为了开始屏幕，我们查看了五个最大的云 ETF：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36209ce827d95e822cad5128be8b146a\" tg-width=\"933\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> ETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.</p><p><blockquote>ETF 可能是您采取广泛方法长期参与云革命的最佳方式。如果您对任何 ETF 感兴趣，您应该查看基金经理的网站。</blockquote></p><p> Here’s a comparison of total returns through Aug. 4, along with those for the SPDR S&amp;P 500 ETF&nbsp;and the Invesco QQQ Trust&nbsp;(which tracks the Nasdaq-100 Index) for comparison:</p><p><blockquote>以下是截至 8 月 4 日的总回报率对比，以及 SPDR 标普500 ETF 和景顺 QQQ 信托基金（追踪纳斯达克 100 指数）的总回报率对比：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/242f135b3c7cca3cbaae3ee574023c1f\" tg-width=\"942\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> The ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF&nbsp;is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.</p><p><blockquote>ETF 的方法各不相同。例如，方舟下一代互联网ETF是唯一一只主动管理的。其他人跟踪索引。根据ARK Invest 8月5日发布的信息，它也是唯一一家持有特斯拉公司股票的公司，该公司占该投资组合的10.65%。特斯拉是一家电动汽车制造商，但它也可以被视为一家云公司，因为它不断通过互联网分发软件更新，并提供其他基于云的服务。</blockquote></p><p> Another holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.</p><p><blockquote>在五只云 ETF 中，ARKW 的另一个独特持股是华特迪士尼公司（Walt Disney Co.），该公司通过其 Disney+ 流媒体服务无疑是一家重要的云公司，尽管该公司没有直接说明其销售额中有多少来自这一快速增长的领域。</blockquote></p><p> As part of its description of ARKW, FactSet says the following:</p><p><blockquote>FactSet 对 ARKW 描述的一部分如下：</blockquote></p><p> <i>“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”</i></p><p><blockquote><i>“从广义上讲，ARKW 的管理者似乎专注于物联网、云计算、数字货币和可穿戴技术等热门词汇。虽然该基金的重点可能是吸引对这些新技术充满信心的投资者，但投资组合的实施却是一项更加艰巨的任务： 大多数开发这些进步的公司都是大公司，新兴技术只占总收入的一小部分。因此，要获得 ARKW 的目标技术的纯粹权限是非常困难的--因此，一定要确认该基金的持有量--而不仅仅是其论点--与您对该领域的看法相一致。</i></blockquote></p><p> <b>Cloud-stock screen</b></p><p><blockquote><b>云库存屏幕</b></blockquote></p><p> Together, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)</p><p><blockquote>上面列出的五只云ETF总共持有147只股票。为了预测 2023 年的销售增长，我们使用 2020 年日历销售预测作为基线，然后查看 FactSet 调查的分析师对未来三年的共识预测（如果有）。(2020 年的数字是估计值，因为许多公司的财政年度与日历不符）。</blockquote></p><p> To make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.</p><p><blockquote>为了确保我们有一套可靠的估计，我们将小组范围限制在 FactSet 调查的至少五名分析师所涵盖的 126 家公司，这些公司提供了 2020 年至 2023 年的共识销售估计。</blockquote></p><p> Here are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:</p><p><blockquote>以下是预计到 2023 年销售额复合年增长率 (CAGR) 最高的 20 家公司：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/517a23591cde159fb889ab80abc4bcc6\" tg-width=\"934\" tg-height=\"765\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6af2cf5b5f9f0ce50f8f023ac7babc7f\" tg-width=\"935\" tg-height=\"717\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b88ebe72e09cb9ce3294269f0a4ae431\" tg-width=\"935\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> There are actually 21 stocks listed, including Zillow Group Inc.’s Class A&nbsp;and Class C&nbsp;shares.</p><p><blockquote>实际上有 21 只股票上市，包括 Zillow Group Inc. 的 A 类股票和 C 类股票。</blockquote></p><p> It is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.</p><p><blockquote>有趣的是，该名单以 ARKW 持有的股票为主。该基金对云公司有广泛的定义，也关注销售增长。</blockquote></p><p></p><p> Here are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.</p><p><blockquote>以下是基于未来 12 个月共识估计的当前远期市销率，以及当前市值与 2023 年预计销售额的比率和分析师对股票的意见摘要。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/19b9c4bf1d8b1abcfa76b7d008a47ad7\" tg-width=\"938\" tg-height=\"805\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/2ff191189c5d7d2f31698843734ca3cc\" tg-width=\"933\" tg-height=\"773\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9543489c4d52d3f1a69dfdcf170115\" tg-width=\"930\" tg-height=\"242\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> In comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.</p><p><blockquote>相比之下，SPDR标普500指数ETF的远期市销率为 2.8，2023 年预计市销率为 2.6。QQQ 目前的市盈率为 4.7，2023 年将下降至 4.3。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.","TDOC":"Teladoc Health Inc.","VCYT":"Veracyte Inc","CRWD":"CrowdStrike Holdings, Inc.","ROKU":"Roku Inc","ZG":"Zillow Class A","Z":"Zillow","ADYEY":"Adyen N.V.","MELI":"MercadoLibre","TSLA":"特斯拉","SNAP":"Snap Inc","KC":"金山云","OKTA":"Okta Inc.","DKNG":"DraftKings Inc.","SE":"Sea Ltd","PDD":"拼多多","PINS":"Pinterest, Inc.","SHOP":"Shopify Inc"},"source_url":"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155656235","content_text":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)\nU.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.\nCloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.\nBelow is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.\nTo begin the screen, we looked at the five largest cloud ETFs:\nSource: FactSet\nETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.\nHere’s a comparison of total returns through Aug. 4, along with those for the SPDR S&P 500 ETF and the Invesco QQQ Trust (which tracks the Nasdaq-100 Index) for comparison:\nSource: FactSet\nThe ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.\nAnother holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.\nAs part of its description of ARKW, FactSet says the following:\n“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”\nCloud-stock screen\nTogether, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)\nTo make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.\nHere are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:\n\nSource: FactSet\nThere are actually 21 stocks listed, including Zillow Group Inc.’s Class A and Class C shares.\nIt is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.\nHere are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.\n\nSource: FactSet\nIn comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.","news_type":1,"symbols_score_info":{"ZG":0.9,"ROKU":0.9,"SHOP":0.9,"CRWD":0.9,"SE":0.9,"SNAP":0.9,"SQ":0.9,"PDD":0.9,"LC":0.9,"KC":0.9,"ADYEY":0.9,"COIN":0.9,"Z":0.9,"TDOC":0.9,"PINS":0.9,"DKNG":0.9,"OKTA":0.9,"MELI":0.9,"SKLZ":0.9,"TSLA":0.9,"VCYT":0.9}},"isVote":1,"tweetType":1,"viewCount":3430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804562630,"gmtCreate":1627965453520,"gmtModify":1631889362483,"author":{"id":"3580728618221542","authorId":"3580728618221542","name":"Joq3","avatar":"https://static.tigerbbs.com/d6c74d6579de4c1c51d504c2c738ef80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580728618221542","authorIdStr":"3580728618221542"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/804562630","repostId":"2156113212","repostType":4,"isVote":1,"tweetType":1,"viewCount":2113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800234029,"gmtCreate":1627304285861,"gmtModify":1631889362493,"author":{"id":"3580728618221542","authorId":"3580728618221542","name":"Joq3","avatar":"https://static.tigerbbs.com/d6c74d6579de4c1c51d504c2c738ef80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580728618221542","authorIdStr":"3580728618221542"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/800234029","repostId":"1184014483","repostType":4,"isVote":1,"tweetType":1,"viewCount":2287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177607515,"gmtCreate":1627204503137,"gmtModify":1631889362507,"author":{"id":"3580728618221542","authorId":"3580728618221542","name":"Joq3","avatar":"https://static.tigerbbs.com/d6c74d6579de4c1c51d504c2c738ef80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580728618221542","authorIdStr":"3580728618221542"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/177607515","repostId":"1176552691","repostType":4,"repost":{"id":"1176552691","kind":"news","pubTimestamp":1627183789,"share":"https://www.laohunote.com/m/news/1176552691?lang=zh_CN&edition=full","pubTime":"2021-07-25 11:29","market":"us","language":"en","title":"Is IBM Stock Undervalued Or Overvalued? What To Consider<blockquote>IBM 股票被低估还是被高估？需要考虑什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1176552691","media":"seekingalpha","summary":"Summary\n\nIBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>IBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.</li>  <li>Prior to Q1, IBM posted declining revenue for four consecutive quarters, and 30 of the last 34 quarters.</li>  <li>More transparency is needed regarding the Kyndryl spinoff.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c798e0536c6804d44b195f6f349fab5\" tg-width=\"1536\" tg-height=\"1044\" width=\"100%\" height=\"auto\"><span>Ethan Miller/Getty Images News</span></p><p><blockquote><ul><li>IBM 第二季度盈利超出分析师预期，云收入和营业利润率均有所提高。</li><li>在第一季度之前，IBM 连续四个季度收入下降，过去 34 个季度中有 30 个季度收入下降。</li><li>Kyndryl分拆需要更多的透明度。</li></ul><p class=\"t-img-caption\"><span>伊桑·米勒/盖蒂图片社新闻</span></p></blockquote></p><p> International Business Machines Corporation (IBM) is a company in transition. Unfortunately for investors, the transition has been in place for the better part of a decade. Those turnaround efforts include investments in cloud computing and artificial intelligence and the divestiture of legacy businesses. While there are now signs of green shoots, it is yet to be seen as to whether the seeds sown have fallen on rocky ground.</p><p><blockquote>国际商用机器公司（IBM）是一家处于转型期的公司。对投资者来说不幸的是，这种转变已经持续了十年的大部分时间。这些扭亏为盈的努力包括对云计算和人工智能的投资以及传统业务的剥离。虽然现在有绿芽的迹象，但播种的种子是否落在岩石地上还有待观察。</blockquote></p><p> Although the company has a rapidly growing business in hybrid cloud offerings, and a potential growth engine in quantum computing, it faces intense competition in the former industry and uncertain prospects in the latter. Most of the firm’s other businesses are in the doldrums, so IBM’s growth prospects are opaque.</p><p><blockquote>尽管该公司在混合云产品方面的业务快速增长，并且在量子计算方面是一个潜在的增长引擎，但它面临着前者行业的激烈竞争和后者行业的不确定前景。公司的大多数其他业务都处于低迷状态，因此 IBM 的增长前景不明朗。</blockquote></p><p> What is certain is that as of today, IBM has a reasonable and diminishing debt load and strong free cash flow.</p><p><blockquote>可以肯定的是，截至今天，IBM 拥有合理且不断减少的债务负担和强劲的自由现金流。</blockquote></p><p> Management is attempting to address growth concerns in part by focusing on the firm’s cloud offerings, while it spins off its managed infrastructure business. That company will be named Kyndryl. However, the debt which the new entity will shoulder, along with the portion of the current dividend that it will carry, has not been divulged.</p><p><blockquote>管理层正试图通过专注于公司的云产品来解决增长问题，同时剥离托管基础设施业务。该公司将被命名为 Kyndryl。然而，新实体将承担的债务以及它将承担的当前股息部分尚未披露。</blockquote></p><p> <b>Recent Quarterly Results</b></p><p><blockquote><b>最近季度业绩</b></blockquote></p><p> IBM&nbsp;reported&nbsp;Q2 results last Monday. With non-GAAP EPS of $2.33, the company beat estimates by $0.04.</p><p><blockquote>IBM 上周一公布了第二季度业绩。该公司非 GAAP 每股收益为 2.33 美元，超出预期 0.04 美元。</blockquote></p><p> Revenue of $18.7 billion was flat when adjusted for currency and divestitures.</p><p><blockquote>经货币和资产剥离调整后，收入为 187 亿美元，持平。</blockquote></p><p> The negative side of the report had Systems revenue declining by 7%. However, this was largely due to the normal IBM Z mainframe cycle, down 13% year over year.</p><p><blockquote>该报告的负面影响是系统收入下降了 7%。然而，这主要是由于正常的 IBM Z 大型机周期，同比下降 13%。</blockquote></p><p> The global financing division, which represents a low single digit percentage of overall revenues, was down 9%. Global technology services, which represents roughly a third of overall revenue and will largely be spun off as Kyndryl, had flattish growth.</p><p><blockquote>全球融资部门占总收入的个位数比例较低，下降了 9%。全球技术服务约占总收入的三分之一，并将大部分分拆为 Kyndryl，但增长持平。</blockquote></p><p> The positive side of the report had Cloud &amp; Cognitive Software cloud revenue up 29% and Global Business Services cloud revenue up 35%. Total cloud revenue of $27 billion increased by 15% over the last 12 months, while cloud revenue grew 13% in the quarter to $7.0 billion.</p><p><blockquote>该报告的积极方面是云和认知软件云收入增长了29%，全球商业服务云收入增长了35%。过去 12 个月，云总收入为 270 亿美元，增长了 15%，而本季度云收入增长了 13%，达到 70 亿美元。</blockquote></p><p> Net cash from operating activities hit $17.7 billion, and adjusted free cash flow totaled $11 billion over the last 12 months.</p><p><blockquote>过去 12 个月，经营活动产生的净现金达到 177 亿美元，调整后自由现金流总计 110 亿美元。</blockquote></p><p> Since year-end 2020, the company has reduced debt by $6.4 billion.</p><p><blockquote>自2020年底以来，该公司已减少债务64亿美元。</blockquote></p><p> Management guides for adjusted free cash flow of $11 billion to $12 billion in 2021.</p><p><blockquote>2021年调整后自由现金流110亿至120亿美元的管理指南。</blockquote></p><p> <b>Where IBM Stands Tall</b></p><p><blockquote><b>IBM的立足点</b></blockquote></p><p> IBM is viewed by many as at best a third rate IT company and at worst as a dinosaur, headed towards extinction.</p><p><blockquote>许多人认为IBM充其量是一家三流IT公司，最坏的情况是一只濒临灭绝的恐龙。</blockquote></p><p> It is evident that the company’s revenues have declined for years; however, to accurately assess the stock, investors must understand that IBM’s legacy businesses have many strengths.</p><p><blockquote>很明显，该公司的收入多年来一直在下降；然而，要准确评估该股，投资者必须了解 IBM 的传统业务有很多优势。</blockquote></p><p> For example, IBM is the world’s largest IT services company and the dominant provider of mainframes. Among the Fortune 50 companies, 47 are IBM clients.</p><p><blockquote>例如，IBM 是世界上最大的 IT 服务公司，也是大型机的主要供应商。在财富50强公司中，有47家是IBM的客户。</blockquote></p><p> Half of the world’s wireless connections are handled by the firm.</p><p><blockquote>世界上一半的无线连接都由该公司处理。</blockquote></p><p> IBM's mainframe systems process nearly 90% of the globe’s credit card transactions, and 97% of the world's largest banks rely on IBM products and services. Consequently, twenty-nine billion ATM transactions are processed annually using IBM systems.</p><p><blockquote>IBM 的大型机系统处理了全球近 90% 的信用卡交易，全球 97% 的最大银行依赖 IBM 的产品和服务。因此，每年使用IBM系统处理290亿笔ATM交易。</blockquote></p><p> Eight out of 10 global retailers rely on IBM products and services while 80% of the travel industry's reservations run through IBM systems. That results in 4 billion flight reservations being processed using the company’s IT services.</p><p><blockquote>十分之八的全球零售商依赖IBM的产品和服务，而旅游业80%的预订都是通过IBM系统进行的。这导致使用该公司的 IT 服务处理了 40 亿个航班预订。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ace4f1436fd2697c5ad266b5017e1dd\" tg-width=\"960\" tg-height=\"721\" width=\"100%\" height=\"auto\"><span>Source: Forbes</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：福布斯</span></p></blockquote></p><p> It is evident that IBM has a massive customer base that provides large scale recurring revenues. In many cases, moving to competitors' offerings would mean risking the transfer of sensitive information, a move many are not willing to take.</p><p><blockquote>很明显，IBM拥有庞大的客户群，提供了大规模的经常性收入。在许多情况下，转向竞争对手的产品意味着冒着敏感信息传输的风险，这是许多人不愿意采取的举措。</blockquote></p><p> However, with the transition to cloud services and open source software, there is an increased adoption by firms of mix and match IT infrastructures. In turn, this is eroding IBM’s competitive advantage associated with customer switching costs.</p><p><blockquote>然而，随着向云服务和开源软件的过渡，企业越来越多地采用混合匹配的IT基础架构。反过来，这又侵蚀了 IBM 在客户转换成本方面的竞争优势。</blockquote></p><p> <b>The Sources Of Potential Growth</b></p><p><blockquote><b>潜在增长的来源</b></blockquote></p><p></p><p> Investors are generally aware of IBM's effort to drive growth through its hybrid cloud offerings. However, when questioned at JPMorgan’s recent investor conference, CFO Jim Kavanaugh&nbsp;provided insight&nbsp;into how hybrid cloud drives revenue in some of IBM’s other divisions.</p><p><blockquote>投资者普遍意识到 IBM 通过其混合云产品推动增长的努力。不过，在摩根大通最近举行的投资者大会上，首席财务官吉姆-卡瓦诺（Jim Kavanaugh）在接受提问时，就混合云如何推动 IBM 其他一些部门的收入提出了见解。</blockquote></p><p>   For every $1 (in business) we land on a hybrid cloud platform, we see $3 to $5 of software drag and $6 to $8 of services drag overall.  Of course, Kavanaugh is using drag to refer to increased revenue in software and services associated with adoption of IBM’s hybrid cloud. If Kavanaugh’s claims are accurate, that means every dollar spent on the company’s hybrid cloud platform translates into $9 to $13 in additional revenue from the firm’s software and services offerings.</p><p><blockquote>我们每在混合云平台上投入1美元（在业务中），就会看到3到5美元的软件拖累和6到8美元的服务拖累。当然，卡瓦诺使用的是 drag 指的是与采用 IBM 混合云相关的软件和服务收入的增加。如果卡瓦诺的说法准确，这意味着在公司混合云平台上花费的每一美元都能从公司的软件和服务产品中获得 9 到 13 美元的额外收入。</blockquote></p><p> Because hybrid cloud uses a mix of on-premises private cloud and public cloud services, it offers clients a degree of data privacy. This is of particular concern for customers in healthcare and financial services. Consequently, I would posit that IBM might have an advantage in competing with other hybrid cloud providers as it has extensive relationships within those industries.</p><p><blockquote>因为混合云混合使用内部私有云和公共云服务，所以它为客户提供了一定程度的数据隐私。医疗保健和金融服务领域的客户尤其关注这一点。因此，我认为IBM在与其他混合云提供商的竞争中可能具有优势，因为它在这些行业中拥有广泛的关系。</blockquote></p><p> I reviewed a variety of prognostications regarding projected growth rates for the hybrid cloud market. The most recent study, which also falls in the middle of other predictions, is by Mordor Intelligence. That firm&nbsp;forecasts&nbsp;a CAGR of 18.73% from 2021 through 2026.</p><p><blockquote>我回顾了关于混合云市场预计增长率的各种预测。最新的研究也属于其他预测的范围，是由魔多情报公司进行的。该公司预测 2021 年至 2026 年的复合年增长率为 18.73%。</blockquote></p><p> Investors should be aware that the major operators in this space are Cisco (CSCO), Hewlett Packard (HPE), Amazon (AMZN), Citrix Systems (CTXS), and IBM.</p><p><blockquote>投资者应该意识到，该领域的主要运营商是思科 (CSCO)、惠普 (HPE)、亚马逊 (AMZN)、思杰系统 (CTXS) 和 IBM。</blockquote></p><p> The following chart provides a record of the firm’s total cloud growth over the last six quarters.</p><p><blockquote>下图记录了该公司过去六个季度的总云增长情况。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fc85156e70f6caf8ae809f76126a723\" tg-width=\"576\" tg-height=\"336\" width=\"100%\" height=\"auto\"><span>Source: Company reports / Chart by Author</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：公司报告/作者图表</span></p></blockquote></p><p> Aside from cloud, there is another source of potential growth, although it is unlikely to materialize soon.</p><p><blockquote>除了云，还有另一个潜在增长来源，尽管它不太可能很快实现。</blockquote></p><p> Early in 2019, IBM&nbsp;introduced&nbsp;the Q System One. IBM Q systems are the world's first quantum computer designed for scientific and commercial use.</p><p><blockquote>2019年初，IBM推出了Q System One。IBM Q systems是世界上第一台为科学和商业用途设计的量子计算机。</blockquote></p><p> Pardon the pun, but quantum computers represent a quantum leap in technology. Prescient And Strategic Intelligence&nbsp;forecasts&nbsp;a CAGR of 56% for the industry through 2030 with the quantum computer market share reaching nearly $65 billion.</p><p><blockquote>请原谅这个双关语，但量子计算机代表了技术的巨大飞跃。Prescient And Strategic Intelligence预测，到2030年，该行业的CAGR将达到56%，量子计算机市场份额将达到近650亿美元。</blockquote></p><p> For additional insights regarding quantum computing and IBM’s position within that industry, I point you to&nbsp;my article, “IBM: Why My Eye Is Fixed On Big Blue.”</p><p><blockquote>有关量子计算和 IBM 在该行业中的地位的更多见解，我向您推荐我的文章《IBM：为什么我的眼睛盯着蓝色巨人》。</blockquote></p><p> <b>Understanding Kyndryl</b></p><p><blockquote><b>了解Kyndryl</b></blockquote></p><p> Once&nbsp;Kyndryl&nbsp;is launched, it will have more than 90,000 employees and more than 4,600 customers in 115 countries. With a $60 billion services backlog, the new entity will begin with projected revenues of $19 billion. At twice the size of its closest competitor, the company will be the world’s largest managed infrastructure services provider.</p><p><blockquote>Kyndryl一旦推出，将在115个国家拥有9万多名员工和4600多名客户。随着600亿美元的服务积压，新实体的预计收入将达到190亿美元。该公司的规模是其最接近的竞争对手的两倍，将成为全球最大的托管基础设施服务提供商。</blockquote></p><p> The split will&nbsp;transform&nbsp;IBM from a company that pulls half of its revenue from services to a firm with its software and solutions businesses generating over half of its revenue on a recurring basis.</p><p><blockquote>此次拆分将使 IBM 从一家一半收入来自服务的公司转变为一家软件和解决方案业务一半以上收入的公司。</blockquote></p><p> Global Business Services, which currently constitutes 22% of the company’s revenue, will&nbsp;account&nbsp;for over 40% of sales. Here it is important to note that the division grew revenue by 12% year over year in the last quarter.</p><p><blockquote>全球商业服务目前占该公司收入的 22%，将占销售额的 40% 以上。值得注意的是，该部门上一季度的收入同比增长了 12%。</blockquote></p><p> IBM will retain Red Hat and its solution provider business, the systems businesses, and its mission-critical public cloud service, and a software portfolio focused on big data, AI, and security.</p><p><blockquote>IBM 将保留 Red Hat 及其解决方案提供商业务、系统业务、关键任务公共云服务，以及专注于大数据、人工智能和安全的软件产品组合。</blockquote></p><p> Initially, the two companies will each be the largest customer of the other.</p><p><blockquote>最初，两家公司将各自成为对方最大的客户。</blockquote></p><p> What remains to be known regarding the spinoff is how much debt each company will shoulder, and the share of the dividend that the companies will pay. Krishna stated the two companies will work together to sustain the current payout level.</p><p><blockquote>关于分拆，仍有待了解的是每家公司将承担多少债务，以及公司将支付的股息份额。克里希纳表示，两家公司将共同努力维持目前的支付水平。</blockquote></p><p> <b>Has IBM Turned The Corner?</b></p><p><blockquote><b>IBM已经转危为安了吗？</b></blockquote></p><p> Anyone who follows IBM knows the company has experienced an extended period of poor results. The following chart provides a record of the firm’s quarterly FCF over the last fourteen quarters.</p><p><blockquote>任何关注IBM的人都知道，该公司经历了长期的糟糕业绩。下图记录了该公司过去十四个季度的季度自由现金流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60cc8b82052f97dd449205999ee30711\" tg-width=\"577\" tg-height=\"337\" width=\"100%\" height=\"auto\"><span>Source: Data from ycharts / chart by author</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：ycharts 数据 / 作者提供的图表</span></p></blockquote></p><p> While this is not proof positive that the company is back on track, the recent trend is at least encouraging.</p><p><blockquote>虽然这并不能证明该公司重回正轨，但最近的趋势至少令人鼓舞。</blockquote></p><p> In 2020, IBM generated $10.8 billion in free cash flow. Management guides for adjusted free cash flow of $11 billion to $12 billion in 2021. This excludes $3 billion in structural impacts related to the Kyndryl spinoff.</p><p><blockquote>2020年，IBM产生了108亿美元的自由现金流。2021年调整后自由现金流110亿至120亿美元的管理指南。这不包括与 Kyndryl 分拆相关的 30 亿美元结构性影响。</blockquote></p><p> The CEO&nbsp;recently stated&nbsp;he expects IBM to generate $12 billion to $13 billion in FCF in 2022.</p><p><blockquote>这位首席执行官最近表示，他预计 IBM 到 2022 年将产生 120 亿至 130 亿美元的自由现金流。</blockquote></p><p> <b>Debt And Dividend</b></p><p><blockquote><b>债务和股息</b></blockquote></p><p></p><p> While investors can rightfully complain of a variety of management moves over the years, the firm has maintained a reasonable debt profile while engaging in a number of acquisitions.</p><p><blockquote>虽然投资者可以理所当然地抱怨多年来的各种管理层变动，但该公司在进行多项收购的同时保持了合理的债务状况。</blockquote></p><p> The company has reduced the debt by roughly $18 billion since its peak in mid-2019. IBM maintains an investment level credit rating, and the following chart provides a record of the company’s progress paying down debt of late.</p><p><blockquote>自 2019 年中期达到峰值以来，该公司已将债务减少了约 180 亿美元。IBM 维持投资级信用评级，下图记录了该公司近期偿还债务的进展情况。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b73e613157c486a5f5e8306546121971\" tg-width=\"1280\" tg-height=\"720\" width=\"100%\" height=\"auto\"><span>Source: IBM Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：IBM演示文稿</span></p></blockquote></p><p> IBM has a yield of 4.64%, a payout ratio a bit below 61%, and a 5 year dividend growth rate of 4.26%. As previously noted, following the spinoff of Kyndryl, the two companies will team to provide a payout equivalent to the current dividend.</p><p><blockquote>IBM的收益率为4.64%，派息率略低于61%，5年股息增长率为4.26%。如前所述，Kyndryl 分拆后，两家公司将合作提供相当于当前股息的派息。</blockquote></p><p> <b>Is IBM Stock Overvalued?</b></p><p><blockquote><b>IBM 股票被高估了吗？</b></blockquote></p><p> IBM shares trade for $141.13. The average 12 month price target of 8 analysts is $153.50. The price target of the 3 analysts rating the stock since the last earnings report is $151.33.</p><p><blockquote>IBM 股价交易价格为 141.13 美元。8 位分析师的 12 个月平均目标价为 153.50 美元。自上次收益报告以来，3 位分析师对该股的目标价为 151.33 美元。</blockquote></p><p> IBM has a P/E of 24.05x and a forward P/E of 17.67x. This compares to its five year averages of 16.42x and 13.25x respectively. It is well below the sector average which is in the low thirties for both metrics.</p><p><blockquote>IBM的市盈率为24.05倍，远期市盈率为17.67倍。相比之下，其五年平均水平分别为 16.42 倍和 13.25 倍。这两个指标都远低于行业平均水平，行业平均水平都在三十分左右。</blockquote></p><p> The 3 to 5 year PEG provided by Seeking Alpha Premium is 1.16x. Schwab calculates a PEG of 1.49x, and Yahoo does not provide a PEG ratio.</p><p><blockquote>Seeking Alpha Premium 提供的 3 至 5 年期 PEG 为 1.16 倍。嘉信理财计算的PEG为1.49倍，雅虎没有提供PEG比率。</blockquote></p><p> I believe the current P/E ratios for the stock reflect investors anticipating increased growth for IBM once the spinoff is complete. The PEG ratios show the stock is reasonably valued.</p><p><blockquote>我相信该股目前的市盈率反映了投资者对分拆完成后 IBM 增长的预期。挂钩比率显示该股票估值合理。</blockquote></p><p> <b>Is IBM Stock A Good Long-Term Investment?</b></p><p><blockquote><b>IBM 股票是一项好的长期投资吗？</b></blockquote></p><p> IBM has an entrenched but evolving position among many of the largest companies on the globe. Unfortunately, the cloud, which is seen as the company’s primary avenue for growth, could also lead to a slow deterioration in some of the firm’s legacy businesses.</p><p><blockquote>IBM在全球许多最大的公司中拥有根深蒂固但不断发展的地位。不幸的是，被视为公司主要增长途径的云计算也可能导致公司一些传统业务的缓慢恶化。</blockquote></p><p> That the cloud business has been growing at a rapid pace is manifest: IBM can now boast of over 3,200 clients using the firm’s hybrid cloud platform. That is nearly four times the number just prior to the Red Hat acquisition.</p><p><blockquote>云业务的快速增长是显而易见的： IBM 现在拥有 3200 多家客户使用公司的混合云平台。这几乎是红帽收购前数字的四倍。</blockquote></p><p> If management’s claims are accurate, the hybrid cloud platform will create robust growth in the software and services division’s revenues. When combined with the spinoff of Kyndryl’s slow growing managed infrastructure services business, it is reasonable to believe IBM will witness increased growth.</p><p><blockquote>如果管理层的说法准确，混合云平台将为软件和服务部门的收入带来强劲增长。再加上 Kyndryl 发展缓慢的托管基础设施服务业务的分拆，我们有理由相信 IBM 将实现更快的增长。</blockquote></p><p> IBM has a solid balance sheet, a robust yield, and when viewed using PEG ratios as a basis for valuing the stock, the shares are trading at a bit of a discount.</p><p><blockquote>IBM 拥有稳健的资产负债表、强劲的收益率，当使用 PEG 比率作为股票估值的基础时，股票交易价格略有折扣。</blockquote></p><p> All considered, I rate IBM as a BUY.</p><p><blockquote>综合考虑，我将 IBM 评级为买入。</blockquote></p><p> I think the worst case short to mid-term scenario is that the company experiences slow growth while investors collect a rather robust dividend.</p><p><blockquote>我认为中短期内最糟糕的情况是公司增长缓慢，而投资者却获得了相当丰厚的股息。</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>Is IBM Stock Undervalued Or Overvalued? What To Consider<blockquote>IBM 股票被低估还是被高估？需要考虑什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs IBM Stock Undervalued Or Overvalued? What To Consider<blockquote>IBM 股票被低估还是被高估？需要考虑什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-07-25 11:29</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>IBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.</li>  <li>Prior to Q1, IBM posted declining revenue for four consecutive quarters, and 30 of the last 34 quarters.</li>  <li>More transparency is needed regarding the Kyndryl spinoff.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c798e0536c6804d44b195f6f349fab5\" tg-width=\"1536\" tg-height=\"1044\" width=\"100%\" height=\"auto\"><span>Ethan Miller/Getty Images News</span></p><p><blockquote><ul><li>IBM 第二季度盈利超出分析师预期，云收入和营业利润率均有所提高。</li><li>在第一季度之前，IBM 连续四个季度收入下降，过去 34 个季度中有 30 个季度收入下降。</li><li>Kyndryl分拆需要更多的透明度。</li></ul><p class=\"t-img-caption\"><span>伊桑·米勒/盖蒂图片社新闻</span></p></blockquote></p><p> International Business Machines Corporation (IBM) is a company in transition. Unfortunately for investors, the transition has been in place for the better part of a decade. Those turnaround efforts include investments in cloud computing and artificial intelligence and the divestiture of legacy businesses. While there are now signs of green shoots, it is yet to be seen as to whether the seeds sown have fallen on rocky ground.</p><p><blockquote>国际商用机器公司（IBM）是一家处于转型期的公司。对投资者来说不幸的是，这种转变已经持续了十年的大部分时间。这些扭亏为盈的努力包括对云计算和人工智能的投资以及传统业务的剥离。虽然现在有绿芽的迹象，但播种的种子是否落在岩石地上还有待观察。</blockquote></p><p> Although the company has a rapidly growing business in hybrid cloud offerings, and a potential growth engine in quantum computing, it faces intense competition in the former industry and uncertain prospects in the latter. Most of the firm’s other businesses are in the doldrums, so IBM’s growth prospects are opaque.</p><p><blockquote>尽管该公司在混合云产品方面的业务快速增长，并且在量子计算方面是一个潜在的增长引擎，但它面临着前者行业的激烈竞争和后者行业的不确定前景。公司的大多数其他业务都处于低迷状态，因此 IBM 的增长前景不明朗。</blockquote></p><p> What is certain is that as of today, IBM has a reasonable and diminishing debt load and strong free cash flow.</p><p><blockquote>可以肯定的是，截至今天，IBM 拥有合理且不断减少的债务负担和强劲的自由现金流。</blockquote></p><p> Management is attempting to address growth concerns in part by focusing on the firm’s cloud offerings, while it spins off its managed infrastructure business. That company will be named Kyndryl. However, the debt which the new entity will shoulder, along with the portion of the current dividend that it will carry, has not been divulged.</p><p><blockquote>管理层正试图通过专注于公司的云产品来解决增长问题，同时剥离托管基础设施业务。该公司将被命名为 Kyndryl。然而，新实体将承担的债务以及它将承担的当前股息部分尚未披露。</blockquote></p><p> <b>Recent Quarterly Results</b></p><p><blockquote><b>最近季度业绩</b></blockquote></p><p> IBM&nbsp;reported&nbsp;Q2 results last Monday. With non-GAAP EPS of $2.33, the company beat estimates by $0.04.</p><p><blockquote>IBM 上周一公布了第二季度业绩。该公司非 GAAP 每股收益为 2.33 美元，超出预期 0.04 美元。</blockquote></p><p> Revenue of $18.7 billion was flat when adjusted for currency and divestitures.</p><p><blockquote>经货币和资产剥离调整后，收入为 187 亿美元，持平。</blockquote></p><p> The negative side of the report had Systems revenue declining by 7%. However, this was largely due to the normal IBM Z mainframe cycle, down 13% year over year.</p><p><blockquote>该报告的负面影响是系统收入下降了 7%。然而，这主要是由于正常的 IBM Z 大型机周期，同比下降 13%。</blockquote></p><p> The global financing division, which represents a low single digit percentage of overall revenues, was down 9%. Global technology services, which represents roughly a third of overall revenue and will largely be spun off as Kyndryl, had flattish growth.</p><p><blockquote>全球融资部门占总收入的个位数比例较低，下降了 9%。全球技术服务约占总收入的三分之一，并将大部分分拆为 Kyndryl，但增长持平。</blockquote></p><p> The positive side of the report had Cloud &amp; Cognitive Software cloud revenue up 29% and Global Business Services cloud revenue up 35%. Total cloud revenue of $27 billion increased by 15% over the last 12 months, while cloud revenue grew 13% in the quarter to $7.0 billion.</p><p><blockquote>该报告的积极方面是云和认知软件云收入增长了29%，全球商业服务云收入增长了35%。过去 12 个月，云总收入为 270 亿美元，增长了 15%，而本季度云收入增长了 13%，达到 70 亿美元。</blockquote></p><p> Net cash from operating activities hit $17.7 billion, and adjusted free cash flow totaled $11 billion over the last 12 months.</p><p><blockquote>过去 12 个月，经营活动产生的净现金达到 177 亿美元，调整后自由现金流总计 110 亿美元。</blockquote></p><p> Since year-end 2020, the company has reduced debt by $6.4 billion.</p><p><blockquote>自2020年底以来，该公司已减少债务64亿美元。</blockquote></p><p> Management guides for adjusted free cash flow of $11 billion to $12 billion in 2021.</p><p><blockquote>2021年调整后自由现金流110亿至120亿美元的管理指南。</blockquote></p><p> <b>Where IBM Stands Tall</b></p><p><blockquote><b>IBM的立足点</b></blockquote></p><p> IBM is viewed by many as at best a third rate IT company and at worst as a dinosaur, headed towards extinction.</p><p><blockquote>许多人认为IBM充其量是一家三流IT公司，最坏的情况是一只濒临灭绝的恐龙。</blockquote></p><p> It is evident that the company’s revenues have declined for years; however, to accurately assess the stock, investors must understand that IBM’s legacy businesses have many strengths.</p><p><blockquote>很明显，该公司的收入多年来一直在下降；然而，要准确评估该股，投资者必须了解 IBM 的传统业务有很多优势。</blockquote></p><p> For example, IBM is the world’s largest IT services company and the dominant provider of mainframes. Among the Fortune 50 companies, 47 are IBM clients.</p><p><blockquote>例如，IBM 是世界上最大的 IT 服务公司，也是大型机的主要供应商。在财富50强公司中，有47家是IBM的客户。</blockquote></p><p> Half of the world’s wireless connections are handled by the firm.</p><p><blockquote>世界上一半的无线连接都由该公司处理。</blockquote></p><p> IBM's mainframe systems process nearly 90% of the globe’s credit card transactions, and 97% of the world's largest banks rely on IBM products and services. Consequently, twenty-nine billion ATM transactions are processed annually using IBM systems.</p><p><blockquote>IBM 的大型机系统处理了全球近 90% 的信用卡交易，全球 97% 的最大银行依赖 IBM 的产品和服务。因此，每年使用IBM系统处理290亿笔ATM交易。</blockquote></p><p> Eight out of 10 global retailers rely on IBM products and services while 80% of the travel industry's reservations run through IBM systems. That results in 4 billion flight reservations being processed using the company’s IT services.</p><p><blockquote>十分之八的全球零售商依赖IBM的产品和服务，而旅游业80%的预订都是通过IBM系统进行的。这导致使用该公司的 IT 服务处理了 40 亿个航班预订。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ace4f1436fd2697c5ad266b5017e1dd\" tg-width=\"960\" tg-height=\"721\" width=\"100%\" height=\"auto\"><span>Source: Forbes</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：福布斯</span></p></blockquote></p><p> It is evident that IBM has a massive customer base that provides large scale recurring revenues. In many cases, moving to competitors' offerings would mean risking the transfer of sensitive information, a move many are not willing to take.</p><p><blockquote>很明显，IBM拥有庞大的客户群，提供了大规模的经常性收入。在许多情况下，转向竞争对手的产品意味着冒着敏感信息传输的风险，这是许多人不愿意采取的举措。</blockquote></p><p> However, with the transition to cloud services and open source software, there is an increased adoption by firms of mix and match IT infrastructures. In turn, this is eroding IBM’s competitive advantage associated with customer switching costs.</p><p><blockquote>然而，随着向云服务和开源软件的过渡，企业越来越多地采用混合匹配的IT基础架构。反过来，这又侵蚀了 IBM 在客户转换成本方面的竞争优势。</blockquote></p><p> <b>The Sources Of Potential Growth</b></p><p><blockquote><b>潜在增长的来源</b></blockquote></p><p></p><p> Investors are generally aware of IBM's effort to drive growth through its hybrid cloud offerings. However, when questioned at JPMorgan’s recent investor conference, CFO Jim Kavanaugh&nbsp;provided insight&nbsp;into how hybrid cloud drives revenue in some of IBM’s other divisions.</p><p><blockquote>投资者普遍意识到 IBM 通过其混合云产品推动增长的努力。不过，在摩根大通最近举行的投资者大会上，首席财务官吉姆-卡瓦诺（Jim Kavanaugh）在接受提问时，就混合云如何推动 IBM 其他一些部门的收入提出了见解。</blockquote></p><p>   For every $1 (in business) we land on a hybrid cloud platform, we see $3 to $5 of software drag and $6 to $8 of services drag overall.  Of course, Kavanaugh is using drag to refer to increased revenue in software and services associated with adoption of IBM’s hybrid cloud. If Kavanaugh’s claims are accurate, that means every dollar spent on the company’s hybrid cloud platform translates into $9 to $13 in additional revenue from the firm’s software and services offerings.</p><p><blockquote>我们每在混合云平台上投入1美元（在业务中），就会看到3到5美元的软件拖累和6到8美元的服务拖累。当然，卡瓦诺使用的是 drag 指的是与采用 IBM 混合云相关的软件和服务收入的增加。如果卡瓦诺的说法准确，这意味着在公司混合云平台上花费的每一美元都能从公司的软件和服务产品中获得 9 到 13 美元的额外收入。</blockquote></p><p> Because hybrid cloud uses a mix of on-premises private cloud and public cloud services, it offers clients a degree of data privacy. This is of particular concern for customers in healthcare and financial services. Consequently, I would posit that IBM might have an advantage in competing with other hybrid cloud providers as it has extensive relationships within those industries.</p><p><blockquote>因为混合云混合使用内部私有云和公共云服务，所以它为客户提供了一定程度的数据隐私。医疗保健和金融服务领域的客户尤其关注这一点。因此，我认为IBM在与其他混合云提供商的竞争中可能具有优势，因为它在这些行业中拥有广泛的关系。</blockquote></p><p> I reviewed a variety of prognostications regarding projected growth rates for the hybrid cloud market. The most recent study, which also falls in the middle of other predictions, is by Mordor Intelligence. That firm&nbsp;forecasts&nbsp;a CAGR of 18.73% from 2021 through 2026.</p><p><blockquote>我回顾了关于混合云市场预计增长率的各种预测。最新的研究也属于其他预测的范围，是由魔多情报公司进行的。该公司预测 2021 年至 2026 年的复合年增长率为 18.73%。</blockquote></p><p> Investors should be aware that the major operators in this space are Cisco (CSCO), Hewlett Packard (HPE), Amazon (AMZN), Citrix Systems (CTXS), and IBM.</p><p><blockquote>投资者应该意识到，该领域的主要运营商是思科 (CSCO)、惠普 (HPE)、亚马逊 (AMZN)、思杰系统 (CTXS) 和 IBM。</blockquote></p><p> The following chart provides a record of the firm’s total cloud growth over the last six quarters.</p><p><blockquote>下图记录了该公司过去六个季度的总云增长情况。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fc85156e70f6caf8ae809f76126a723\" tg-width=\"576\" tg-height=\"336\" width=\"100%\" height=\"auto\"><span>Source: Company reports / Chart by Author</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：公司报告/作者图表</span></p></blockquote></p><p> Aside from cloud, there is another source of potential growth, although it is unlikely to materialize soon.</p><p><blockquote>除了云，还有另一个潜在增长来源，尽管它不太可能很快实现。</blockquote></p><p> Early in 2019, IBM&nbsp;introduced&nbsp;the Q System One. IBM Q systems are the world's first quantum computer designed for scientific and commercial use.</p><p><blockquote>2019年初，IBM推出了Q System One。IBM Q systems是世界上第一台为科学和商业用途设计的量子计算机。</blockquote></p><p> Pardon the pun, but quantum computers represent a quantum leap in technology. Prescient And Strategic Intelligence&nbsp;forecasts&nbsp;a CAGR of 56% for the industry through 2030 with the quantum computer market share reaching nearly $65 billion.</p><p><blockquote>请原谅这个双关语，但量子计算机代表了技术的巨大飞跃。Prescient And Strategic Intelligence预测，到2030年，该行业的CAGR将达到56%，量子计算机市场份额将达到近650亿美元。</blockquote></p><p> For additional insights regarding quantum computing and IBM’s position within that industry, I point you to&nbsp;my article, “IBM: Why My Eye Is Fixed On Big Blue.”</p><p><blockquote>有关量子计算和 IBM 在该行业中的地位的更多见解，我向您推荐我的文章《IBM：为什么我的眼睛盯着蓝色巨人》。</blockquote></p><p> <b>Understanding Kyndryl</b></p><p><blockquote><b>了解Kyndryl</b></blockquote></p><p> Once&nbsp;Kyndryl&nbsp;is launched, it will have more than 90,000 employees and more than 4,600 customers in 115 countries. With a $60 billion services backlog, the new entity will begin with projected revenues of $19 billion. At twice the size of its closest competitor, the company will be the world’s largest managed infrastructure services provider.</p><p><blockquote>Kyndryl一旦推出，将在115个国家拥有9万多名员工和4600多名客户。随着600亿美元的服务积压，新实体的预计收入将达到190亿美元。该公司的规模是其最接近的竞争对手的两倍，将成为全球最大的托管基础设施服务提供商。</blockquote></p><p> The split will&nbsp;transform&nbsp;IBM from a company that pulls half of its revenue from services to a firm with its software and solutions businesses generating over half of its revenue on a recurring basis.</p><p><blockquote>此次拆分将使 IBM 从一家一半收入来自服务的公司转变为一家软件和解决方案业务一半以上收入的公司。</blockquote></p><p> Global Business Services, which currently constitutes 22% of the company’s revenue, will&nbsp;account&nbsp;for over 40% of sales. Here it is important to note that the division grew revenue by 12% year over year in the last quarter.</p><p><blockquote>全球商业服务目前占该公司收入的 22%，将占销售额的 40% 以上。值得注意的是，该部门上一季度的收入同比增长了 12%。</blockquote></p><p> IBM will retain Red Hat and its solution provider business, the systems businesses, and its mission-critical public cloud service, and a software portfolio focused on big data, AI, and security.</p><p><blockquote>IBM 将保留 Red Hat 及其解决方案提供商业务、系统业务、关键任务公共云服务，以及专注于大数据、人工智能和安全的软件产品组合。</blockquote></p><p> Initially, the two companies will each be the largest customer of the other.</p><p><blockquote>最初，两家公司将各自成为对方最大的客户。</blockquote></p><p> What remains to be known regarding the spinoff is how much debt each company will shoulder, and the share of the dividend that the companies will pay. Krishna stated the two companies will work together to sustain the current payout level.</p><p><blockquote>关于分拆，仍有待了解的是每家公司将承担多少债务，以及公司将支付的股息份额。克里希纳表示，两家公司将共同努力维持目前的支付水平。</blockquote></p><p> <b>Has IBM Turned The Corner?</b></p><p><blockquote><b>IBM已经转危为安了吗？</b></blockquote></p><p> Anyone who follows IBM knows the company has experienced an extended period of poor results. The following chart provides a record of the firm’s quarterly FCF over the last fourteen quarters.</p><p><blockquote>任何关注IBM的人都知道，该公司经历了长期的糟糕业绩。下图记录了该公司过去十四个季度的季度自由现金流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60cc8b82052f97dd449205999ee30711\" tg-width=\"577\" tg-height=\"337\" width=\"100%\" height=\"auto\"><span>Source: Data from ycharts / chart by author</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：ycharts 数据 / 作者提供的图表</span></p></blockquote></p><p> While this is not proof positive that the company is back on track, the recent trend is at least encouraging.</p><p><blockquote>虽然这并不能证明该公司重回正轨，但最近的趋势至少令人鼓舞。</blockquote></p><p> In 2020, IBM generated $10.8 billion in free cash flow. Management guides for adjusted free cash flow of $11 billion to $12 billion in 2021. This excludes $3 billion in structural impacts related to the Kyndryl spinoff.</p><p><blockquote>2020年，IBM产生了108亿美元的自由现金流。2021年调整后自由现金流110亿至120亿美元的管理指南。这不包括与 Kyndryl 分拆相关的 30 亿美元结构性影响。</blockquote></p><p> The CEO&nbsp;recently stated&nbsp;he expects IBM to generate $12 billion to $13 billion in FCF in 2022.</p><p><blockquote>这位首席执行官最近表示，他预计 IBM 到 2022 年将产生 120 亿至 130 亿美元的自由现金流。</blockquote></p><p> <b>Debt And Dividend</b></p><p><blockquote><b>债务和股息</b></blockquote></p><p></p><p> While investors can rightfully complain of a variety of management moves over the years, the firm has maintained a reasonable debt profile while engaging in a number of acquisitions.</p><p><blockquote>虽然投资者可以理所当然地抱怨多年来的各种管理层变动，但该公司在进行多项收购的同时保持了合理的债务状况。</blockquote></p><p> The company has reduced the debt by roughly $18 billion since its peak in mid-2019. IBM maintains an investment level credit rating, and the following chart provides a record of the company’s progress paying down debt of late.</p><p><blockquote>自 2019 年中期达到峰值以来，该公司已将债务减少了约 180 亿美元。IBM 维持投资级信用评级，下图记录了该公司近期偿还债务的进展情况。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b73e613157c486a5f5e8306546121971\" tg-width=\"1280\" tg-height=\"720\" width=\"100%\" height=\"auto\"><span>Source: IBM Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：IBM演示文稿</span></p></blockquote></p><p> IBM has a yield of 4.64%, a payout ratio a bit below 61%, and a 5 year dividend growth rate of 4.26%. As previously noted, following the spinoff of Kyndryl, the two companies will team to provide a payout equivalent to the current dividend.</p><p><blockquote>IBM的收益率为4.64%，派息率略低于61%，5年股息增长率为4.26%。如前所述，Kyndryl 分拆后，两家公司将合作提供相当于当前股息的派息。</blockquote></p><p> <b>Is IBM Stock Overvalued?</b></p><p><blockquote><b>IBM 股票被高估了吗？</b></blockquote></p><p> IBM shares trade for $141.13. The average 12 month price target of 8 analysts is $153.50. The price target of the 3 analysts rating the stock since the last earnings report is $151.33.</p><p><blockquote>IBM 股价交易价格为 141.13 美元。8 位分析师的 12 个月平均目标价为 153.50 美元。自上次收益报告以来，3 位分析师对该股的目标价为 151.33 美元。</blockquote></p><p> IBM has a P/E of 24.05x and a forward P/E of 17.67x. This compares to its five year averages of 16.42x and 13.25x respectively. It is well below the sector average which is in the low thirties for both metrics.</p><p><blockquote>IBM的市盈率为24.05倍，远期市盈率为17.67倍。相比之下，其五年平均水平分别为 16.42 倍和 13.25 倍。这两个指标都远低于行业平均水平，行业平均水平都在三十分左右。</blockquote></p><p> The 3 to 5 year PEG provided by Seeking Alpha Premium is 1.16x. Schwab calculates a PEG of 1.49x, and Yahoo does not provide a PEG ratio.</p><p><blockquote>Seeking Alpha Premium 提供的 3 至 5 年期 PEG 为 1.16 倍。嘉信理财计算的PEG为1.49倍，雅虎没有提供PEG比率。</blockquote></p><p> I believe the current P/E ratios for the stock reflect investors anticipating increased growth for IBM once the spinoff is complete. The PEG ratios show the stock is reasonably valued.</p><p><blockquote>我相信该股目前的市盈率反映了投资者对分拆完成后 IBM 增长的预期。挂钩比率显示该股票估值合理。</blockquote></p><p> <b>Is IBM Stock A Good Long-Term Investment?</b></p><p><blockquote><b>IBM 股票是一项好的长期投资吗？</b></blockquote></p><p> IBM has an entrenched but evolving position among many of the largest companies on the globe. Unfortunately, the cloud, which is seen as the company’s primary avenue for growth, could also lead to a slow deterioration in some of the firm’s legacy businesses.</p><p><blockquote>IBM在全球许多最大的公司中拥有根深蒂固但不断发展的地位。不幸的是，被视为公司主要增长途径的云计算也可能导致公司一些传统业务的缓慢恶化。</blockquote></p><p> That the cloud business has been growing at a rapid pace is manifest: IBM can now boast of over 3,200 clients using the firm’s hybrid cloud platform. That is nearly four times the number just prior to the Red Hat acquisition.</p><p><blockquote>云业务的快速增长是显而易见的： IBM 现在拥有 3200 多家客户使用公司的混合云平台。这几乎是红帽收购前数字的四倍。</blockquote></p><p> If management’s claims are accurate, the hybrid cloud platform will create robust growth in the software and services division’s revenues. When combined with the spinoff of Kyndryl’s slow growing managed infrastructure services business, it is reasonable to believe IBM will witness increased growth.</p><p><blockquote>如果管理层的说法准确，混合云平台将为软件和服务部门的收入带来强劲增长。再加上 Kyndryl 发展缓慢的托管基础设施服务业务的分拆，我们有理由相信 IBM 将实现更快的增长。</blockquote></p><p> IBM has a solid balance sheet, a robust yield, and when viewed using PEG ratios as a basis for valuing the stock, the shares are trading at a bit of a discount.</p><p><blockquote>IBM 拥有稳健的资产负债表、强劲的收益率，当使用 PEG 比率作为股票估值的基础时，股票交易价格略有折扣。</blockquote></p><p> All considered, I rate IBM as a BUY.</p><p><blockquote>综合考虑，我将 IBM 评级为买入。</blockquote></p><p> I think the worst case short to mid-term scenario is that the company experiences slow growth while investors collect a rather robust dividend.</p><p><blockquote>我认为中短期内最糟糕的情况是公司增长缓慢，而投资者却获得了相当丰厚的股息。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4440996-is-ibm-stock-undervalued-overvalued\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM"},"source_url":"https://seekingalpha.com/article/4440996-is-ibm-stock-undervalued-overvalued","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176552691","content_text":"Summary\n\nIBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.\nPrior to Q1, IBM posted declining revenue for four consecutive quarters, and 30 of the last 34 quarters.\nMore transparency is needed regarding the Kyndryl spinoff.\n\nEthan Miller/Getty Images News\nInternational Business Machines Corporation (IBM) is a company in transition. Unfortunately for investors, the transition has been in place for the better part of a decade. Those turnaround efforts include investments in cloud computing and artificial intelligence and the divestiture of legacy businesses. While there are now signs of green shoots, it is yet to be seen as to whether the seeds sown have fallen on rocky ground.\nAlthough the company has a rapidly growing business in hybrid cloud offerings, and a potential growth engine in quantum computing, it faces intense competition in the former industry and uncertain prospects in the latter. Most of the firm’s other businesses are in the doldrums, so IBM’s growth prospects are opaque.\nWhat is certain is that as of today, IBM has a reasonable and diminishing debt load and strong free cash flow.\nManagement is attempting to address growth concerns in part by focusing on the firm’s cloud offerings, while it spins off its managed infrastructure business. That company will be named Kyndryl. However, the debt which the new entity will shoulder, along with the portion of the current dividend that it will carry, has not been divulged.\nRecent Quarterly Results\nIBM reported Q2 results last Monday. With non-GAAP EPS of $2.33, the company beat estimates by $0.04.\nRevenue of $18.7 billion was flat when adjusted for currency and divestitures.\nThe negative side of the report had Systems revenue declining by 7%. However, this was largely due to the normal IBM Z mainframe cycle, down 13% year over year.\nThe global financing division, which represents a low single digit percentage of overall revenues, was down 9%. Global technology services, which represents roughly a third of overall revenue and will largely be spun off as Kyndryl, had flattish growth.\nThe positive side of the report had Cloud & Cognitive Software cloud revenue up 29% and Global Business Services cloud revenue up 35%. Total cloud revenue of $27 billion increased by 15% over the last 12 months, while cloud revenue grew 13% in the quarter to $7.0 billion.\nNet cash from operating activities hit $17.7 billion, and adjusted free cash flow totaled $11 billion over the last 12 months.\nSince year-end 2020, the company has reduced debt by $6.4 billion.\nManagement guides for adjusted free cash flow of $11 billion to $12 billion in 2021.\nWhere IBM Stands Tall\nIBM is viewed by many as at best a third rate IT company and at worst as a dinosaur, headed towards extinction.\nIt is evident that the company’s revenues have declined for years; however, to accurately assess the stock, investors must understand that IBM’s legacy businesses have many strengths.\nFor example, IBM is the world’s largest IT services company and the dominant provider of mainframes. Among the Fortune 50 companies, 47 are IBM clients.\nHalf of the world’s wireless connections are handled by the firm.\nIBM's mainframe systems process nearly 90% of the globe’s credit card transactions, and 97% of the world's largest banks rely on IBM products and services. Consequently, twenty-nine billion ATM transactions are processed annually using IBM systems.\nEight out of 10 global retailers rely on IBM products and services while 80% of the travel industry's reservations run through IBM systems. That results in 4 billion flight reservations being processed using the company’s IT services.\nSource: Forbes\nIt is evident that IBM has a massive customer base that provides large scale recurring revenues. In many cases, moving to competitors' offerings would mean risking the transfer of sensitive information, a move many are not willing to take.\nHowever, with the transition to cloud services and open source software, there is an increased adoption by firms of mix and match IT infrastructures. In turn, this is eroding IBM’s competitive advantage associated with customer switching costs.\nThe Sources Of Potential Growth\nInvestors are generally aware of IBM's effort to drive growth through its hybrid cloud offerings. However, when questioned at JPMorgan’s recent investor conference, CFO Jim Kavanaugh provided insight into how hybrid cloud drives revenue in some of IBM’s other divisions.\n\n For every $1 (in business) we land on a hybrid cloud platform, we see $3 to $5 of software drag and $6 to $8 of services drag overall.\n\nOf course, Kavanaugh is using drag to refer to increased revenue in software and services associated with adoption of IBM’s hybrid cloud. If Kavanaugh’s claims are accurate, that means every dollar spent on the company’s hybrid cloud platform translates into $9 to $13 in additional revenue from the firm’s software and services offerings.\nBecause hybrid cloud uses a mix of on-premises private cloud and public cloud services, it offers clients a degree of data privacy. This is of particular concern for customers in healthcare and financial services. Consequently, I would posit that IBM might have an advantage in competing with other hybrid cloud providers as it has extensive relationships within those industries.\nI reviewed a variety of prognostications regarding projected growth rates for the hybrid cloud market. The most recent study, which also falls in the middle of other predictions, is by Mordor Intelligence. That firm forecasts a CAGR of 18.73% from 2021 through 2026.\nInvestors should be aware that the major operators in this space are Cisco (CSCO), Hewlett Packard (HPE), Amazon (AMZN), Citrix Systems (CTXS), and IBM.\nThe following chart provides a record of the firm’s total cloud growth over the last six quarters.\nSource: Company reports / Chart by Author\nAside from cloud, there is another source of potential growth, although it is unlikely to materialize soon.\nEarly in 2019, IBM introduced the Q System One. IBM Q systems are the world's first quantum computer designed for scientific and commercial use.\nPardon the pun, but quantum computers represent a quantum leap in technology. Prescient And Strategic Intelligence forecasts a CAGR of 56% for the industry through 2030 with the quantum computer market share reaching nearly $65 billion.\nFor additional insights regarding quantum computing and IBM’s position within that industry, I point you to my article, “IBM: Why My Eye Is Fixed On Big Blue.”\nUnderstanding Kyndryl\nOnce Kyndryl is launched, it will have more than 90,000 employees and more than 4,600 customers in 115 countries. With a $60 billion services backlog, the new entity will begin with projected revenues of $19 billion. At twice the size of its closest competitor, the company will be the world’s largest managed infrastructure services provider.\nThe split will transform IBM from a company that pulls half of its revenue from services to a firm with its software and solutions businesses generating over half of its revenue on a recurring basis.\nGlobal Business Services, which currently constitutes 22% of the company’s revenue, will account for over 40% of sales. Here it is important to note that the division grew revenue by 12% year over year in the last quarter.\nIBM will retain Red Hat and its solution provider business, the systems businesses, and its mission-critical public cloud service, and a software portfolio focused on big data, AI, and security.\nInitially, the two companies will each be the largest customer of the other.\nWhat remains to be known regarding the spinoff is how much debt each company will shoulder, and the share of the dividend that the companies will pay. Krishna stated the two companies will work together to sustain the current payout level.\nHas IBM Turned The Corner?\nAnyone who follows IBM knows the company has experienced an extended period of poor results. The following chart provides a record of the firm’s quarterly FCF over the last fourteen quarters.\nSource: Data from ycharts / chart by author\nWhile this is not proof positive that the company is back on track, the recent trend is at least encouraging.\nIn 2020, IBM generated $10.8 billion in free cash flow. Management guides for adjusted free cash flow of $11 billion to $12 billion in 2021. This excludes $3 billion in structural impacts related to the Kyndryl spinoff.\nThe CEO recently stated he expects IBM to generate $12 billion to $13 billion in FCF in 2022.\nDebt And Dividend\nWhile investors can rightfully complain of a variety of management moves over the years, the firm has maintained a reasonable debt profile while engaging in a number of acquisitions.\nThe company has reduced the debt by roughly $18 billion since its peak in mid-2019. IBM maintains an investment level credit rating, and the following chart provides a record of the company’s progress paying down debt of late.\nSource: IBM Presentation\nIBM has a yield of 4.64%, a payout ratio a bit below 61%, and a 5 year dividend growth rate of 4.26%. As previously noted, following the spinoff of Kyndryl, the two companies will team to provide a payout equivalent to the current dividend.\nIs IBM Stock Overvalued?\nIBM shares trade for $141.13. The average 12 month price target of 8 analysts is $153.50. The price target of the 3 analysts rating the stock since the last earnings report is $151.33.\nIBM has a P/E of 24.05x and a forward P/E of 17.67x. This compares to its five year averages of 16.42x and 13.25x respectively. It is well below the sector average which is in the low thirties for both metrics.\nThe 3 to 5 year PEG provided by Seeking Alpha Premium is 1.16x. Schwab calculates a PEG of 1.49x, and Yahoo does not provide a PEG ratio.\nI believe the current P/E ratios for the stock reflect investors anticipating increased growth for IBM once the spinoff is complete. The PEG ratios show the stock is reasonably valued.\nIs IBM Stock A Good Long-Term Investment?\nIBM has an entrenched but evolving position among many of the largest companies on the globe. Unfortunately, the cloud, which is seen as the company’s primary avenue for growth, could also lead to a slow deterioration in some of the firm’s legacy businesses.\nThat the cloud business has been growing at a rapid pace is manifest: IBM can now boast of over 3,200 clients using the firm’s hybrid cloud platform. That is nearly four times the number just prior to the Red Hat acquisition.\nIf management’s claims are accurate, the hybrid cloud platform will create robust growth in the software and services division’s revenues. When combined with the spinoff of Kyndryl’s slow growing managed infrastructure services business, it is reasonable to believe IBM will witness increased growth.\nIBM has a solid balance sheet, a robust yield, and when viewed using PEG ratios as a basis for valuing the stock, the shares are trading at a bit of a discount.\nAll considered, I rate IBM as a BUY.\nI think the worst case short to mid-term scenario is that the company experiences slow growth while investors collect a rather robust dividend.","news_type":1,"symbols_score_info":{"IBM":0.9}},"isVote":1,"tweetType":1,"viewCount":3597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174166247,"gmtCreate":1627086538589,"gmtModify":1631889362519,"author":{"id":"3580728618221542","authorId":"3580728618221542","name":"Joq3","avatar":"https://static.tigerbbs.com/d6c74d6579de4c1c51d504c2c738ef80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580728618221542","authorIdStr":"3580728618221542"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/174166247","repostId":"2153980423","repostType":4,"isVote":1,"tweetType":1,"viewCount":1003,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176624511,"gmtCreate":1626881270933,"gmtModify":1631889362531,"author":{"id":"3580728618221542","authorId":"3580728618221542","name":"Joq3","avatar":"https://static.tigerbbs.com/d6c74d6579de4c1c51d504c2c738ef80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580728618221542","authorIdStr":"3580728618221542"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/176624511","repostId":"1107219983","repostType":4,"isVote":1,"tweetType":1,"viewCount":929,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178911354,"gmtCreate":1626780445378,"gmtModify":1631889362543,"author":{"id":"3580728618221542","authorId":"3580728618221542","name":"Joq3","avatar":"https://static.tigerbbs.com/d6c74d6579de4c1c51d504c2c738ef80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580728618221542","authorIdStr":"3580728618221542"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/178911354","repostId":"1158912810","repostType":4,"repost":{"id":"1158912810","kind":"news","pubTimestamp":1626779113,"share":"https://www.laohunote.com/m/news/1158912810?lang=zh_CN&edition=full","pubTime":"2021-07-20 19:05","market":"us","language":"en","title":"Nvidia, Blue Origin and Jeff Bezos, Apple, Netflix - 5 Things You Must Know Tuesday<blockquote>英伟达、蓝色起源和杰夫·贝佐斯、苹果、Netflix - 周二您必须了解的 5 件事</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1158912810","media":"The Street","summary":"Stock futures indicate Wall Street will claw back some losses from Monday's selloff; Jeff Bezos prep","content":"<p>Stock futures indicate Wall Street will claw back some losses from Monday's selloff; Jeff Bezos prepares for liftoff into space; Nvidia outperforms its peers; <a href=\"https://laohu8.com/S/AAPL\">Apple</a> delays a return to the office.</p><p><blockquote>股票期货表明华尔街将收复周一抛售造成的部分损失；杰夫·贝索斯准备升空；英伟达的表现优于同行；<a href=\"https://laohu8.com/S/AAPL\">苹果</a>延迟返回办公室。</blockquote></p><p> Here are five things you must know for Tuesday, July 20:</p><p><blockquote>以下是 7 月 20 日星期二您必须了解的五件事：</blockquote></p><p> <b>1. Stock Futures Indicate a Modest Recovery From Monday's Rout</b></p><p><blockquote><b>1. 股票期货显示从周一的暴跌中温和复苏</b></blockquote></p><p> Stock futures traded higher Tuesday, indicating Wall Street will claw back some losses from Monday's selloff as investors turned their attention to a slew of earnings reports.</p><p><blockquote>股票期货周二走高，表明随着投资者将注意力转向一系列财报，华尔街将收复周一抛售的部分损失。</blockquote></p><p> Contracts linked to the Dow Jones Industrial Average rose 205 points, S&amp;P 500 futures were up 21 points and <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> futures gained 75 points.</p><p><blockquote>与道琼斯工业平均指数挂钩的合约上涨 205 点，标普500期货上涨 21 点，<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>期货上涨75点。</blockquote></p><p> The yield on the benchmark 10-year Treasury fell Tuesday to 1.179%. It fell below 1.2% on Monday to the lowest levels since February as investors moved into safe-haven assets.</p><p><blockquote>基准10年期国债收益率周二跌至1.179%。由于投资者转向避险资产，周一该指数跌破 1.2%，至 2 月份以来的最低水平。</blockquote></p><p> Stocks plummeted Mondayas Wall Street weighed what impact rising COVID-19 cases may have on the economic recovery in the U.S. and globally. The Dow dropped more than 700 points, its worst decline since October.</p><p><blockquote>周一股市暴跌 华尔街正在权衡不断上升的 COVID-19 病例可能对美国和全球经济复苏产生的影响。道琼斯指数下跌超过700点，为10月份以来最严重的跌幅。</blockquote></p><p> \"Valuations across the market as a whole had become stretched and we were due for a pullback, but many of the cyclical companies are selling off on fears that COVID will stop the recovery in its tracks,\" said&nbsp;Chris Zaccarelli, chief investment officer for Independent Advisor Alliance.</p><p><blockquote>独立顾问联盟首席投资官克里斯·扎卡雷利 (Chris Zaccarelli) 表示：“整个市场的估值已经捉襟见肘，我们应该会出现回调，但许多周期性公司正在抛售，因为担心新冠疫情会阻碍经济复苏。”</blockquote></p><p> \"We don’t believe that that’s the case and are willing to let the selloff run its course and buy the dip on the belief that the economy will fully recover and return to its prior growth trajectory, bringing most of the cyclical companies in the airline, travel and leisure industries along with it,\"&nbsp;Zaccarelli&nbsp;added.</p><p><blockquote>扎卡雷利补充说：“我们不认为情况会如此，我们愿意听任抛售顺其自然，逢低买入，因为我们相信经济将全面复苏，回到之前的增长轨迹，航空、旅游和休闲行业的大多数周期性公司也将随之复苏。”</blockquote></p><p> Benchmark U.S. crude rose 0.63% to $66.84 a barrel early Tuesday after tumbling on worries a resurgence of COVID-19 would sap energy demand.</p><p><blockquote>由于担心 COVID-19 卷土重来会削弱能源需求，美国基准原油周二早些时候上涨 0.63%，至每桶 66.84 美元。</blockquote></p><p> <b>2. Tuesday's Calendar: <a href=\"https://laohu8.com/S/NFLX\">Netflix, Inc.</a> and Chipotle Earnings</b></p><p><blockquote><b>2. 星期二的日历：<a href=\"https://laohu8.com/S/NFLX\">网飞公司。</a>和 Chipotle 收益</b></blockquote></p><p> Earnings reports are expected Tuesday from <a href=\"https://laohu8.com/S/NFLX\">Netflix</a>&nbsp;(<b>NFLX</b>) , <a href=\"https://laohu8.com/S/PM\">Philip Morris</a>&nbsp;(<b>PM</b>) ,&nbsp;<a href=\"https://laohu8.com/S/ISRG\">Intuitive Surgical</a>&nbsp;(<b>ISRG</b>) , <a href=\"https://laohu8.com/S/UBNK\">United</a> Airlines&nbsp;(<b>UAL</b>) , <a href=\"https://laohu8.com/S/CMG\">Chipotle Mexican Grill</a>&nbsp;(<b>CMG</b>)&nbsp;and <a href=\"https://laohu8.com/S/TRV\">Travelers</a>&nbsp;(<b>TRV</b>) .</p><p><blockquote>预计周二发布收益报告<a href=\"https://laohu8.com/S/NFLX\">网飞</a> (<b>NFLX</b>),<a href=\"https://laohu8.com/S/PM\">菲利普·莫里斯</a> (<b>首相</b>), <a href=\"https://laohu8.com/S/ISRG\">直观手术</a> (<b>伊斯尔格</b>),<a href=\"https://laohu8.com/S/UBNK\">团结的</a>航空公司（<b>乌尔</b>),<a href=\"https://laohu8.com/S/CMG\">墨西哥墨西哥烧烤</a> (<b>CMG</b>）和<a href=\"https://laohu8.com/S/TRV\">旅行者</a> (<b>电视</b>).</blockquote></p><p> The&nbsp;economic calendar&nbsp;in the U.S. Tuesday includes&nbsp;Housing Starts and Permits for June at 8:30 a.m. ET.</p><p><blockquote>美国周二的经济日历包括美国东部时间上午 8:30 的 6 月份房屋开工和许可。</blockquote></p><p> <b>3. Jeff Bezos Prepares for Liftoff</b></p><p><blockquote><b>3. 杰夫·贝索斯准备升空</b></blockquote></p><p> Jeff Bezos, the founder and executive chairman of <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>&nbsp;(<b>AMZN</b>) and the richest man on Earth, will be leaving solid ground Tuesday on a flight to space.</p><p><blockquote>杰夫·贝索斯，创始人兼执行主席<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> (<b>亚马逊</b>）和地球上最富有的人，将于周二乘坐太空航班离开坚实的地面。</blockquote></p><p> Bezos's Blue Origin space-flight startup will blast him and three other space tourists 66 miles above Earth in a fully autonomous rocket and capsule.</p><p><blockquote>贝佐斯的蓝色起源太空飞行初创公司将用一枚完全自主的火箭和太空舱将他和其他三名太空游客送上地球 66 英里的高度。</blockquote></p><p> His trip comes a little more than a week after&nbsp;fellow entrepreneur&nbsp;Richard Branson, the founder of <a href=\"https://laohu8.com/S/SPCE\">Virgin Galactic</a>&nbsp;(<b>SPCE</b>) ,&nbsp;made the trip to low-Earth orbit space.</p><p><blockquote>他的行程是在企业家理查德·布兰森（Richard Branson）创始人<a href=\"https://laohu8.com/S/SPCE\">维珍银河</a> (<b>物种</b>），前往近地轨道空间。</blockquote></p><p> Bezos will be accompanied by his brother Mark; Mary Wallace Funk, an aviation pioneer who at 82 will be the oldest person to go into space; and Oliver Daemen, who at 18 will bethe youngest person to ever go into space.</p><p><blockquote>贝索斯将由他的兄弟马克陪同；玛丽·华莱士·芬克，一位航空先驱，82岁的她将成为进入太空最年长的人；奥利弗·戴蒙，18岁的他将成为有史以来进入太空的最年轻的人。</blockquote></p><p> \"We'll be building a road to space for the next generation to do amazing things, and those amazing things will improve things here on Earth,\" Bezos said at a news conference at Launch Site One in Van Horn, Texas. \"We really believe this flight is safe.\"</p><p><blockquote>贝佐斯在德克萨斯州范霍恩一号发射场举行的新闻发布会上表示：“我们将为下一代建造一条通往太空的道路，以做令人惊叹的事情，这些令人惊叹的事情将改善地球上的事情。”“我们真的相信这次飞行是安全的。”</blockquote></p><p> <b>4. Nvidia's Stock Outperforms</b></p><p><blockquote><b>4. 英伟达股票跑赢大盘</b></blockquote></p><p> Nvidia&nbsp;(<b>NVDA</b>) was rising in premarket trading Tuesday, a day after thechipmaker&nbsp;rose while many of its competitors fellin Monday's market swoon.</p><p><blockquote>英伟达（<b>NVDA</b>) 在周二盘前交易中上涨，一天前这家芯片制造商股价上涨，而其许多竞争对手则陷入了周一的市场低迷。</blockquote></p><p> Nvidia's stock will be split&nbsp;4-for-1 on Tuesday.</p><p><blockquote>英伟达的股票将于周二进行 4 比 1 的拆分。</blockquote></p><p> Shares of Nvidia rose 0.88% to $189.45 early Tuesday after jumping 3.41% during the previous session.</p><p><blockquote>英伟达股价周二早盘上涨 0.88%，至 189.45 美元，前一交易日上涨 3.41%。</blockquote></p><p> The stock has risen nearly 80% over the past year, giving it a market value of around $453 billion. That is more than rivals <a href=\"https://laohu8.com/S/INTC\">Intel</a>&nbsp;(<b>INTC</b>)&nbsp;and <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>&nbsp;(<b>AVGO</b>) combined, a story in The Wall Street Journal noted.</p><p><blockquote>该股在过去一年中上涨了近 80%，市值约为 4530 亿美元。这不仅仅是竞争对手<a href=\"https://laohu8.com/S/INTC\">英特尔</a> (<b>国际电联</b>）和<a href=\"https://laohu8.com/S/AVGO\">博通</a> (<b>阿夫戈</b>《华尔街日报》的一篇报道指出。</blockquote></p><p> Analysts have piled on the praise for Nvidia since the company’s first-quarter earnings,which were better than expected.</p><p><blockquote>自英伟达第一季度财报好于预期以来，分析师们对该公司赞不绝口。</blockquote></p><p> <a href=\"https://laohu8.com/S/TST\">TheStreet</a>'sBrent Kenwell wrote earlier this month that after a recent declineNvidia shares represented a buy-the-dip candidate.</p><p><blockquote><a href=\"https://laohu8.com/S/TST\">街道</a>斯布伦特·肯威尔 (sBrent Kenwell) 本月早些时候写道，经过最近的下跌，Vidia 股价代表了逢低买入的候选人。</blockquote></p><p> <b>5. Apple Delays a Return to Offices</b></p><p><blockquote><b>5. 苹果推迟重返办公室</b></blockquote></p><p></p><p> <b><a href=\"https://laohu8.com/S/AAPL\">Apple</a> </b>reportedly has pushed back the date it expects employees to return to the tech giant's offices because of a resurgence of COVID variants across many countries.</p><p><blockquote><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a></b>据报道，由于新冠病毒变种在许多国家卷土重来，该公司推迟了员工返回这家科技巨头办公室的日期。</blockquote></p><p> Apple has extended the deadline by&nbsp;at least a month to October at the earliest, Bloomberg reported, citing&nbsp;people familiar with the matter.</p><p><blockquote>彭博社援引知情人士的话报道称，苹果最早已将最后期限延长至少一个月至10月。</blockquote></p><p> CEO Tim Cook had said in June that employees should begin returning to offices in early September for at least three days a week.</p><p><blockquote>首席执行官蒂姆·库克 (Tim Cook) 在 6 月份表示，员工应该在 9 月初开始返回办公室，每周至少工作三天。</blockquote></p><p> But that directive has changed with the&nbsp;iPhone maker becoming <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the first U.S. tech giants to delay plans for a return to the office. Apple will give its employees at least a month’s warning before mandating a return to offices, people told Bloomberg.</p><p><blockquote>但随着iPhone制造商成为<a href=\"https://laohu8.com/S/AONE.U\">一</a>首批推迟重返办公室计划的美国科技巨头之一。知情人士告诉彭博社，苹果将至少给员工一个月的警告，然后再强制要求员工返回办公室。</blockquote></p><p> The stock gained 0.39% in premarket trading to $143. Shares fell 2.69% on Monday.</p><p><blockquote>该股在盘前交易中上涨 0.39%，至 143 美元。周一股价下跌2.69%。</blockquote></p><p></p>","source":"lsy1610613172068","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, Blue Origin and Jeff Bezos, Apple, Netflix - 5 Things You Must Know Tuesday<blockquote>英伟达、蓝色起源和杰夫·贝佐斯、苹果、Netflix - 周二您必须了解的 5 件事</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia, Blue Origin and Jeff Bezos, Apple, Netflix - 5 Things You Must Know Tuesday<blockquote>英伟达、蓝色起源和杰夫·贝佐斯、苹果、Netflix - 周二您必须了解的 5 件事</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Street</strong><span class=\"h-time small\">2021-07-20 19:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stock futures indicate Wall Street will claw back some losses from Monday's selloff; Jeff Bezos prepares for liftoff into space; Nvidia outperforms its peers; <a href=\"https://laohu8.com/S/AAPL\">Apple</a> delays a return to the office.</p><p><blockquote>股票期货表明华尔街将收复周一抛售造成的部分损失；杰夫·贝索斯准备升空；英伟达的表现优于同行；<a href=\"https://laohu8.com/S/AAPL\">苹果</a>延迟返回办公室。</blockquote></p><p> Here are five things you must know for Tuesday, July 20:</p><p><blockquote>以下是 7 月 20 日星期二您必须了解的五件事：</blockquote></p><p> <b>1. Stock Futures Indicate a Modest Recovery From Monday's Rout</b></p><p><blockquote><b>1. 股票期货显示从周一的暴跌中温和复苏</b></blockquote></p><p> Stock futures traded higher Tuesday, indicating Wall Street will claw back some losses from Monday's selloff as investors turned their attention to a slew of earnings reports.</p><p><blockquote>股票期货周二走高，表明随着投资者将注意力转向一系列财报，华尔街将收复周一抛售的部分损失。</blockquote></p><p> Contracts linked to the Dow Jones Industrial Average rose 205 points, S&amp;P 500 futures were up 21 points and <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> futures gained 75 points.</p><p><blockquote>与道琼斯工业平均指数挂钩的合约上涨 205 点，标普500期货上涨 21 点，<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>期货上涨75点。</blockquote></p><p> The yield on the benchmark 10-year Treasury fell Tuesday to 1.179%. It fell below 1.2% on Monday to the lowest levels since February as investors moved into safe-haven assets.</p><p><blockquote>基准10年期国债收益率周二跌至1.179%。由于投资者转向避险资产，周一该指数跌破 1.2%，至 2 月份以来的最低水平。</blockquote></p><p> Stocks plummeted Mondayas Wall Street weighed what impact rising COVID-19 cases may have on the economic recovery in the U.S. and globally. The Dow dropped more than 700 points, its worst decline since October.</p><p><blockquote>周一股市暴跌 华尔街正在权衡不断上升的 COVID-19 病例可能对美国和全球经济复苏产生的影响。道琼斯指数下跌超过700点，为10月份以来最严重的跌幅。</blockquote></p><p> \"Valuations across the market as a whole had become stretched and we were due for a pullback, but many of the cyclical companies are selling off on fears that COVID will stop the recovery in its tracks,\" said&nbsp;Chris Zaccarelli, chief investment officer for Independent Advisor Alliance.</p><p><blockquote>独立顾问联盟首席投资官克里斯·扎卡雷利 (Chris Zaccarelli) 表示：“整个市场的估值已经捉襟见肘，我们应该会出现回调，但许多周期性公司正在抛售，因为担心新冠疫情会阻碍经济复苏。”</blockquote></p><p> \"We don’t believe that that’s the case and are willing to let the selloff run its course and buy the dip on the belief that the economy will fully recover and return to its prior growth trajectory, bringing most of the cyclical companies in the airline, travel and leisure industries along with it,\"&nbsp;Zaccarelli&nbsp;added.</p><p><blockquote>扎卡雷利补充说：“我们不认为情况会如此，我们愿意听任抛售顺其自然，逢低买入，因为我们相信经济将全面复苏，回到之前的增长轨迹，航空、旅游和休闲行业的大多数周期性公司也将随之复苏。”</blockquote></p><p> Benchmark U.S. crude rose 0.63% to $66.84 a barrel early Tuesday after tumbling on worries a resurgence of COVID-19 would sap energy demand.</p><p><blockquote>由于担心 COVID-19 卷土重来会削弱能源需求，美国基准原油周二早些时候上涨 0.63%，至每桶 66.84 美元。</blockquote></p><p> <b>2. Tuesday's Calendar: <a href=\"https://laohu8.com/S/NFLX\">Netflix, Inc.</a> and Chipotle Earnings</b></p><p><blockquote><b>2. 星期二的日历：<a href=\"https://laohu8.com/S/NFLX\">网飞公司。</a>和 Chipotle 收益</b></blockquote></p><p> Earnings reports are expected Tuesday from <a href=\"https://laohu8.com/S/NFLX\">Netflix</a>&nbsp;(<b>NFLX</b>) , <a href=\"https://laohu8.com/S/PM\">Philip Morris</a>&nbsp;(<b>PM</b>) ,&nbsp;<a href=\"https://laohu8.com/S/ISRG\">Intuitive Surgical</a>&nbsp;(<b>ISRG</b>) , <a href=\"https://laohu8.com/S/UBNK\">United</a> Airlines&nbsp;(<b>UAL</b>) , <a href=\"https://laohu8.com/S/CMG\">Chipotle Mexican Grill</a>&nbsp;(<b>CMG</b>)&nbsp;and <a href=\"https://laohu8.com/S/TRV\">Travelers</a>&nbsp;(<b>TRV</b>) .</p><p><blockquote>预计周二发布收益报告<a href=\"https://laohu8.com/S/NFLX\">网飞</a> (<b>NFLX</b>),<a href=\"https://laohu8.com/S/PM\">菲利普·莫里斯</a> (<b>首相</b>), <a href=\"https://laohu8.com/S/ISRG\">直观手术</a> (<b>伊斯尔格</b>),<a href=\"https://laohu8.com/S/UBNK\">团结的</a>航空公司（<b>乌尔</b>),<a href=\"https://laohu8.com/S/CMG\">墨西哥墨西哥烧烤</a> (<b>CMG</b>）和<a href=\"https://laohu8.com/S/TRV\">旅行者</a> (<b>电视</b>).</blockquote></p><p> The&nbsp;economic calendar&nbsp;in the U.S. Tuesday includes&nbsp;Housing Starts and Permits for June at 8:30 a.m. ET.</p><p><blockquote>美国周二的经济日历包括美国东部时间上午 8:30 的 6 月份房屋开工和许可。</blockquote></p><p> <b>3. Jeff Bezos Prepares for Liftoff</b></p><p><blockquote><b>3. 杰夫·贝索斯准备升空</b></blockquote></p><p> Jeff Bezos, the founder and executive chairman of <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>&nbsp;(<b>AMZN</b>) and the richest man on Earth, will be leaving solid ground Tuesday on a flight to space.</p><p><blockquote>杰夫·贝索斯，创始人兼执行主席<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> (<b>亚马逊</b>）和地球上最富有的人，将于周二乘坐太空航班离开坚实的地面。</blockquote></p><p> Bezos's Blue Origin space-flight startup will blast him and three other space tourists 66 miles above Earth in a fully autonomous rocket and capsule.</p><p><blockquote>贝佐斯的蓝色起源太空飞行初创公司将用一枚完全自主的火箭和太空舱将他和其他三名太空游客送上地球 66 英里的高度。</blockquote></p><p> His trip comes a little more than a week after&nbsp;fellow entrepreneur&nbsp;Richard Branson, the founder of <a href=\"https://laohu8.com/S/SPCE\">Virgin Galactic</a>&nbsp;(<b>SPCE</b>) ,&nbsp;made the trip to low-Earth orbit space.</p><p><blockquote>他的行程是在企业家理查德·布兰森（Richard Branson）创始人<a href=\"https://laohu8.com/S/SPCE\">维珍银河</a> (<b>物种</b>），前往近地轨道空间。</blockquote></p><p> Bezos will be accompanied by his brother Mark; Mary Wallace Funk, an aviation pioneer who at 82 will be the oldest person to go into space; and Oliver Daemen, who at 18 will bethe youngest person to ever go into space.</p><p><blockquote>贝索斯将由他的兄弟马克陪同；玛丽·华莱士·芬克，一位航空先驱，82岁的她将成为进入太空最年长的人；奥利弗·戴蒙，18岁的他将成为有史以来进入太空的最年轻的人。</blockquote></p><p> \"We'll be building a road to space for the next generation to do amazing things, and those amazing things will improve things here on Earth,\" Bezos said at a news conference at Launch Site One in Van Horn, Texas. \"We really believe this flight is safe.\"</p><p><blockquote>贝佐斯在德克萨斯州范霍恩一号发射场举行的新闻发布会上表示：“我们将为下一代建造一条通往太空的道路，以做令人惊叹的事情，这些令人惊叹的事情将改善地球上的事情。”“我们真的相信这次飞行是安全的。”</blockquote></p><p> <b>4. Nvidia's Stock Outperforms</b></p><p><blockquote><b>4. 英伟达股票跑赢大盘</b></blockquote></p><p> Nvidia&nbsp;(<b>NVDA</b>) was rising in premarket trading Tuesday, a day after thechipmaker&nbsp;rose while many of its competitors fellin Monday's market swoon.</p><p><blockquote>英伟达（<b>NVDA</b>) 在周二盘前交易中上涨，一天前这家芯片制造商股价上涨，而其许多竞争对手则陷入了周一的市场低迷。</blockquote></p><p> Nvidia's stock will be split&nbsp;4-for-1 on Tuesday.</p><p><blockquote>英伟达的股票将于周二进行 4 比 1 的拆分。</blockquote></p><p> Shares of Nvidia rose 0.88% to $189.45 early Tuesday after jumping 3.41% during the previous session.</p><p><blockquote>英伟达股价周二早盘上涨 0.88%，至 189.45 美元，前一交易日上涨 3.41%。</blockquote></p><p> The stock has risen nearly 80% over the past year, giving it a market value of around $453 billion. That is more than rivals <a href=\"https://laohu8.com/S/INTC\">Intel</a>&nbsp;(<b>INTC</b>)&nbsp;and <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>&nbsp;(<b>AVGO</b>) combined, a story in The Wall Street Journal noted.</p><p><blockquote>该股在过去一年中上涨了近 80%，市值约为 4530 亿美元。这不仅仅是竞争对手<a href=\"https://laohu8.com/S/INTC\">英特尔</a> (<b>国际电联</b>）和<a href=\"https://laohu8.com/S/AVGO\">博通</a> (<b>阿夫戈</b>《华尔街日报》的一篇报道指出。</blockquote></p><p> Analysts have piled on the praise for Nvidia since the company’s first-quarter earnings,which were better than expected.</p><p><blockquote>自英伟达第一季度财报好于预期以来，分析师们对该公司赞不绝口。</blockquote></p><p> <a href=\"https://laohu8.com/S/TST\">TheStreet</a>'sBrent Kenwell wrote earlier this month that after a recent declineNvidia shares represented a buy-the-dip candidate.</p><p><blockquote><a href=\"https://laohu8.com/S/TST\">街道</a>斯布伦特·肯威尔 (sBrent Kenwell) 本月早些时候写道，经过最近的下跌，Vidia 股价代表了逢低买入的候选人。</blockquote></p><p> <b>5. Apple Delays a Return to Offices</b></p><p><blockquote><b>5. 苹果推迟重返办公室</b></blockquote></p><p></p><p> <b><a href=\"https://laohu8.com/S/AAPL\">Apple</a> </b>reportedly has pushed back the date it expects employees to return to the tech giant's offices because of a resurgence of COVID variants across many countries.</p><p><blockquote><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a></b>据报道，由于新冠病毒变种在许多国家卷土重来，该公司推迟了员工返回这家科技巨头办公室的日期。</blockquote></p><p> Apple has extended the deadline by&nbsp;at least a month to October at the earliest, Bloomberg reported, citing&nbsp;people familiar with the matter.</p><p><blockquote>彭博社援引知情人士的话报道称，苹果最早已将最后期限延长至少一个月至10月。</blockquote></p><p> CEO Tim Cook had said in June that employees should begin returning to offices in early September for at least three days a week.</p><p><blockquote>首席执行官蒂姆·库克 (Tim Cook) 在 6 月份表示，员工应该在 9 月初开始返回办公室，每周至少工作三天。</blockquote></p><p> But that directive has changed with the&nbsp;iPhone maker becoming <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the first U.S. tech giants to delay plans for a return to the office. Apple will give its employees at least a month’s warning before mandating a return to offices, people told Bloomberg.</p><p><blockquote>但随着iPhone制造商成为<a href=\"https://laohu8.com/S/AONE.U\">一</a>首批推迟重返办公室计划的美国科技巨头之一。知情人士告诉彭博社，苹果将至少给员工一个月的警告，然后再强制要求员工返回办公室。</blockquote></p><p> The stock gained 0.39% in premarket trading to $143. Shares fell 2.69% on Monday.</p><p><blockquote>该股在盘前交易中上涨 0.39%，至 143 美元。周一股价下跌2.69%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/markets/5-things-you-must-know-before-market-opens-tuesday-072021\">The Street</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":{"INTC":"英特尔","AMZN":"亚马逊","AAPL":"苹果","QNETCN":"纳斯达克中美互联网老虎指数","NFLX":"奈飞","UAL":"联合大陆航空","SPCE":"维珍银河","NVDA":"英伟达"},"source_url":"https://www.thestreet.com/markets/5-things-you-must-know-before-market-opens-tuesday-072021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158912810","content_text":"Stock futures indicate Wall Street will claw back some losses from Monday's selloff; Jeff Bezos prepares for liftoff into space; Nvidia outperforms its peers; Apple delays a return to the office.\nHere are five things you must know for Tuesday, July 20:\n1. Stock Futures Indicate a Modest Recovery From Monday's Rout\nStock futures traded higher Tuesday, indicating Wall Street will claw back some losses from Monday's selloff as investors turned their attention to a slew of earnings reports.\nContracts linked to the Dow Jones Industrial Average rose 205 points, S&P 500 futures were up 21 points and Nasdaq futures gained 75 points.\nThe yield on the benchmark 10-year Treasury fell Tuesday to 1.179%. It fell below 1.2% on Monday to the lowest levels since February as investors moved into safe-haven assets.\nStocks plummeted Mondayas Wall Street weighed what impact rising COVID-19 cases may have on the economic recovery in the U.S. and globally. The Dow dropped more than 700 points, its worst decline since October.\n\"Valuations across the market as a whole had become stretched and we were due for a pullback, but many of the cyclical companies are selling off on fears that COVID will stop the recovery in its tracks,\" said Chris Zaccarelli, chief investment officer for Independent Advisor Alliance.\n\"We don’t believe that that’s the case and are willing to let the selloff run its course and buy the dip on the belief that the economy will fully recover and return to its prior growth trajectory, bringing most of the cyclical companies in the airline, travel and leisure industries along with it,\" Zaccarelli added.\nBenchmark U.S. crude rose 0.63% to $66.84 a barrel early Tuesday after tumbling on worries a resurgence of COVID-19 would sap energy demand.\n2. Tuesday's Calendar: Netflix, Inc. and Chipotle Earnings\nEarnings reports are expected Tuesday from Netflix (NFLX) , Philip Morris (PM) , Intuitive Surgical (ISRG) , United Airlines (UAL) , Chipotle Mexican Grill (CMG) and Travelers (TRV) .\nThe economic calendar in the U.S. Tuesday includes Housing Starts and Permits for June at 8:30 a.m. ET.\n3. Jeff Bezos Prepares for Liftoff\nJeff Bezos, the founder and executive chairman of Amazon.com (AMZN) and the richest man on Earth, will be leaving solid ground Tuesday on a flight to space.\nBezos's Blue Origin space-flight startup will blast him and three other space tourists 66 miles above Earth in a fully autonomous rocket and capsule.\nHis trip comes a little more than a week after fellow entrepreneur Richard Branson, the founder of Virgin Galactic (SPCE) , made the trip to low-Earth orbit space.\nBezos will be accompanied by his brother Mark; Mary Wallace Funk, an aviation pioneer who at 82 will be the oldest person to go into space; and Oliver Daemen, who at 18 will bethe youngest person to ever go into space.\n\"We'll be building a road to space for the next generation to do amazing things, and those amazing things will improve things here on Earth,\" Bezos said at a news conference at Launch Site One in Van Horn, Texas. \"We really believe this flight is safe.\"\n4. Nvidia's Stock Outperforms\nNvidia (NVDA) was rising in premarket trading Tuesday, a day after thechipmaker rose while many of its competitors fellin Monday's market swoon.\nNvidia's stock will be split 4-for-1 on Tuesday.\nShares of Nvidia rose 0.88% to $189.45 early Tuesday after jumping 3.41% during the previous session.\nThe stock has risen nearly 80% over the past year, giving it a market value of around $453 billion. That is more than rivals Intel (INTC) and Broadcom (AVGO) combined, a story in The Wall Street Journal noted.\nAnalysts have piled on the praise for Nvidia since the company’s first-quarter earnings,which were better than expected.\nTheStreet'sBrent Kenwell wrote earlier this month that after a recent declineNvidia shares represented a buy-the-dip candidate.\n5. Apple Delays a Return to Offices\nApple reportedly has pushed back the date it expects employees to return to the tech giant's offices because of a resurgence of COVID variants across many countries.\nApple has extended the deadline by at least a month to October at the earliest, Bloomberg reported, citing people familiar with the matter.\nCEO Tim Cook had said in June that employees should begin returning to offices in early September for at least three days a week.\nBut that directive has changed with the iPhone maker becoming one of the first U.S. tech giants to delay plans for a return to the office. Apple will give its employees at least a month’s warning before mandating a return to offices, people told Bloomberg.\nThe stock gained 0.39% in premarket trading to $143. Shares fell 2.69% on Monday.","news_type":1,"symbols_score_info":{"INTC":0.9,"QNETCN":0.9,"UAL":0.9,"SPCE":0.9,"NVDA":0.9,"AMZN":0.9,"NFLX":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173461134,"gmtCreate":1626680669528,"gmtModify":1631889362557,"author":{"id":"3580728618221542","authorId":"3580728618221542","name":"Joq3","avatar":"https://static.tigerbbs.com/d6c74d6579de4c1c51d504c2c738ef80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580728618221542","authorIdStr":"3580728618221542"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like 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pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/132407688","repostId":"1138766875","repostType":4,"isVote":1,"tweetType":1,"viewCount":1049,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":112640608,"gmtCreate":1622868533704,"gmtModify":1634097180908,"author":{"id":"3580728618221542","authorId":"3580728618221542","name":"Joq3","avatar":"https://static.tigerbbs.com/d6c74d6579de4c1c51d504c2c738ef80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580728618221542","idStr":"3580728618221542"},"themes":[],"title":"","htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/112640608","repostId":"1106312903","repostType":4,"repost":{"id":"1106312903","kind":"news","pubTimestamp":1622855773,"share":"https://www.laohunote.com/m/news/1106312903?lang=zh_CN&edition=full","pubTime":"2021-06-05 09:16","market":"us","language":"en","title":"U.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO<blockquote>美国 IPO 前一周：数字支付、心理健康服务等多元化 8 IPO</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106312903","media":"Renaissance Capital","summary":"Summary\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental h","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</li>  <li>Payments platform Marqeta plans to raise $1.0 billion at a $12.4 billion market cap.</li>  <li>Chinese online recruitment platform Kanzhun plans to raise $864 million at an $8.2 billion market cap.</li> </ul> Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</p><p><blockquote><ul><li>目前有八次IPO计划筹集37亿美元，涉及数字支付、心理健康服务等。</li><li>支付平台 Marqeta 计划以 124 亿美元的市值筹集 10 亿美元。</li><li>中国在线招聘平台看准计划以82亿美元的市值筹集8.64亿美元。</li></ul>目前有八次IPO计划筹集37亿美元，涉及数字支付、心理健康服务等。</blockquote></p><p> Payments platform&nbsp;<b>Marqeta</b>(MQ) plans to raise $1.0 billion at a $12.4 billion market cap. The company's platform allows businesses to launch and manage their own card programs, issue cards to their customers or end users, and authorize and settle transactions. Marqeta is fast growing and counts names like Affirm (AFRM) and DoorDash (DASH) among its customers.</p><p><blockquote>支付平台<b>市场</b>(MQ) 计划以 124 亿美元的市值筹集 10 亿美元。该公司的平台允许企业启动和管理自己的卡计划，向客户或最终用户发行卡，以及授权和结算交易。Marqeta 发展迅速，其客户中包括 Affirm (AFRM) 和 DoorDash (DASH) 等品牌。</blockquote></p><p> Chinese online recruitment platform&nbsp;<b>Kanzhun</b>(BZ) plans to raise $864 million at an $8.2 billion market cap. Kanzhun's core product, BOSS Zhipin, is a mobile-native platform that promotes direct chats between job seekers and enterprise clients. The company claims it was the largest online recruitment platform in China by MAUs in 2020.</p><p><blockquote>中国在线招聘平台<b>看准</b>(BZ) 计划以 82 亿美元的市值筹集 8.64 亿美元。看准的核心产品BOSS直聘是一个移动原生平台，促进求职者和企业客户之间的直接聊天。该公司声称，根据MAUs，它是2020年中国最大的在线招聘平台。</blockquote></p><p> Mental health services provider&nbsp;<b>LifeStance Health</b>(LFST) plans to raise $640 million at a $6.1 billion market cap. LifeStance states that it has built one of the nation's largest outpatient mental health platforms, employing over 3,300 licensed mental health clinicians across 73 MSAs in 27 states as of March 31, 2021. The company has demonstrated growth, though EBIT turned negative in the 1Q21.</p><p><blockquote>心理健康服务提供者<b>LifeStance健康</b>(LFST) 计划以 61 亿美元的市值筹集 6.4 亿美元。LifeStance表示，它已经建立了美国最大的门诊心理健康平台之一，截至2021年3月31日，在27个州的73个MSA雇佣了3300多名持牌心理健康临床医生。尽管息税前利润在2021年第一季度变为负值，但该公司仍表现出增长。</blockquote></p><p> Israel’s&nbsp;<b>monday.com</b>(MNDY) plans to raise $490 million at a $6.8 billion market cap. monday.com allows organizations to easily build software applications and work management tools that fit their needs. As of March 31, 2021, it served nearly 128,000 customers across over 200 industries in more than 190 countries. Salesforce and Zoom plan to invest a combined $150 million in a concurrent private placement.</p><p><blockquote>以色列的<b>星期一网</b>(MNDY) 计划以 68 亿美元的市值筹集 4.9 亿美元。monday.com允许组织轻松构建适合其需求的软件应用程序和工作管理工具。截至2021年3月31日，它为190多个国家200多个行业的近128,000名客户提供服务。Salesforce 和 Zoom 计划同时投资 1.5 亿美元进行私募。</blockquote></p><p> BPO vendor&nbsp;<b>TaskUs</b>(TASK) plans to raise $304 million at a $2.5 billion market cap. TaskUs is a digital business services outsourcer, providing digital customer experience services, content security services, and artificial intelligence operations. Profitable with strong growth, the company had over 100 clients as of December 31, 2020.</p><p><blockquote>BPO供应商<b>口袋</b>（任务）计划以25亿美元的市值筹集3.04亿美元。TaskUs是一家数字商业服务外包商，提供数字客户体验服务、内容安全服务和人工智能运营。截至2020年12月31日，该公司盈利且增长强劲，拥有100多家客户。</blockquote></p><p> Data-driven marketing platform&nbsp;<b>Zeta Global</b>(ZETA) plans to raise $250 million at a $2.1 billion market cap. The company’s Zeta Marketing Platform uses identity data to target, connect, and engage consumers across email, social media, web, chat, connected TV, video, and other channels. Zeta is profitable and serves more than 1,000 customers, delivering roughly 500 million ad impressions in 2020.</p><p><blockquote>数据驱动营销平台<b>泽塔全球</b>(ZETA) 计划以 21 亿美元的市值筹集 2.5 亿美元。该公司的 Zeta 营销平台利用身份数据，通过电子邮件、社交媒体、网络、聊天、联网电视、视频和其他渠道锁定、联系和吸引消费者。Zeta 盈利，为 1,000 多名客户提供服务，到 2020 年将提供大约 5 亿次广告展示。</blockquote></p><p> Online luxury goods marketplace&nbsp;<b>1stDibs</b>(DIBS) plans to raise $112 million at a $773 million market cap. 1stDibs connects buyers and sellers of vintage, antique, and contemporary furniture, home decor, jewelry, watches, art, and fashion. In 2020, the marketplace had more than 58,000 buyers who had made a purchase in the past year, with an average aggregate purchase per year of over $5,500.</p><p><blockquote>在线奢侈品市场<b>1stDibs</b>(DIBS) 计划以 7.73 亿美元的市值筹集 1.12 亿美元。1stDibs连接古董、古董和当代家具、家居装饰、珠宝、手表、艺术和时尚的买家和卖家。2020 年，该市场在过去一年中有超过 58,000 名买家进行了购买，平均每年总购买金额超过 5,500 美元。</blockquote></p><p> Chinese online tutoring platform&nbsp;<b>Zhangmen Education</b>(ZME) plans to raise $43 million at a $1.9 billion market cap. Zhangmen Education states that it has been the largest online K-12 tutoring service provider in China by revenue since 2017, claiming a 32% market share in 2020.</p><p><blockquote>中文在线辅导平台<b>掌门教育</b>(ZME) 计划以 19 亿美元的市值筹集 4300 万美元。掌门教育表示，自2017年以来，按收入计算，它一直是中国最大的在线K-12辅导服务提供商，2020年市场份额为32%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d771f02e44d9d489ff772f1577280332\" tg-width=\"945\" tg-height=\"666\"></p><p><blockquote></blockquote></p><p> Street research is expected for six companies, and lock-up periods will be expiring for up to 11 companies.</p><p><blockquote>预计将对 6 家公司进行街头调查，多达 11 家公司的禁售期将到期。</blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/3/21, the Renaissance IPO Index was down 6.0% year-to-date, while the S&amp;P 500 was up 11.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Zoom Video (ZM) and Uber (UBER). The Renaissance International IPO Index was down 1.1% year-to-date, while the ACWX was up 10.5%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Nexi and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至2021年6月3日，文艺复兴IPO指数年初至今下跌6.0%，而标普500上涨11.6%。Renaissance Capital 的 IPO ETF（纽约证券交易所股票代码：IPO）追踪该指数，持有量最大的 ETF 包括Zoom Video (ZM) 和优步 (UBER)。Renaissance International IPO 指数今年迄今下跌 1.1%，而 ACWX 指数上涨 10.5%。Renaissance Capital 的国际 IPO ETF（纽约证券交易所股票代码：IPOS）追踪该指数，持有的 ETF 包括 Nexi 和 EQT Partners。</blockquote></p><p></p>","source":"lsy1603787993745","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>U.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO<blockquote>美国 IPO 前一周：数字支付、心理健康服务等多元化 8 IPO</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO<blockquote>美国 IPO 前一周：数字支付、心理健康服务等多元化 8 IPO</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Renaissance Capital</strong><span class=\"h-time small\">2021-06-05 09:16</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>Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</li>  <li>Payments platform Marqeta plans to raise $1.0 billion at a $12.4 billion market cap.</li>  <li>Chinese online recruitment platform Kanzhun plans to raise $864 million at an $8.2 billion market cap.</li> </ul> Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</p><p><blockquote><ul><li>目前有八次IPO计划筹集37亿美元，涉及数字支付、心理健康服务等。</li><li>支付平台 Marqeta 计划以 124 亿美元的市值筹集 10 亿美元。</li><li>中国在线招聘平台看准计划以82亿美元的市值筹集8.64亿美元。</li></ul>目前有八次IPO计划筹集37亿美元，涉及数字支付、心理健康服务等。</blockquote></p><p> Payments platform&nbsp;<b>Marqeta</b>(MQ) plans to raise $1.0 billion at a $12.4 billion market cap. The company's platform allows businesses to launch and manage their own card programs, issue cards to their customers or end users, and authorize and settle transactions. Marqeta is fast growing and counts names like Affirm (AFRM) and DoorDash (DASH) among its customers.</p><p><blockquote>支付平台<b>市场</b>(MQ) 计划以 124 亿美元的市值筹集 10 亿美元。该公司的平台允许企业启动和管理自己的卡计划，向客户或最终用户发行卡，以及授权和结算交易。Marqeta 发展迅速，其客户中包括 Affirm (AFRM) 和 DoorDash (DASH) 等品牌。</blockquote></p><p> Chinese online recruitment platform&nbsp;<b>Kanzhun</b>(BZ) plans to raise $864 million at an $8.2 billion market cap. Kanzhun's core product, BOSS Zhipin, is a mobile-native platform that promotes direct chats between job seekers and enterprise clients. The company claims it was the largest online recruitment platform in China by MAUs in 2020.</p><p><blockquote>中国在线招聘平台<b>看准</b>(BZ) 计划以 82 亿美元的市值筹集 8.64 亿美元。看准的核心产品BOSS直聘是一个移动原生平台，促进求职者和企业客户之间的直接聊天。该公司声称，根据MAUs，它是2020年中国最大的在线招聘平台。</blockquote></p><p> Mental health services provider&nbsp;<b>LifeStance Health</b>(LFST) plans to raise $640 million at a $6.1 billion market cap. LifeStance states that it has built one of the nation's largest outpatient mental health platforms, employing over 3,300 licensed mental health clinicians across 73 MSAs in 27 states as of March 31, 2021. The company has demonstrated growth, though EBIT turned negative in the 1Q21.</p><p><blockquote>心理健康服务提供者<b>LifeStance健康</b>(LFST) 计划以 61 亿美元的市值筹集 6.4 亿美元。LifeStance表示，它已经建立了美国最大的门诊心理健康平台之一，截至2021年3月31日，在27个州的73个MSA雇佣了3300多名持牌心理健康临床医生。尽管息税前利润在2021年第一季度变为负值，但该公司仍表现出增长。</blockquote></p><p> Israel’s&nbsp;<b>monday.com</b>(MNDY) plans to raise $490 million at a $6.8 billion market cap. monday.com allows organizations to easily build software applications and work management tools that fit their needs. As of March 31, 2021, it served nearly 128,000 customers across over 200 industries in more than 190 countries. Salesforce and Zoom plan to invest a combined $150 million in a concurrent private placement.</p><p><blockquote>以色列的<b>星期一网</b>(MNDY) 计划以 68 亿美元的市值筹集 4.9 亿美元。monday.com允许组织轻松构建适合其需求的软件应用程序和工作管理工具。截至2021年3月31日，它为190多个国家200多个行业的近128,000名客户提供服务。Salesforce 和 Zoom 计划同时投资 1.5 亿美元进行私募。</blockquote></p><p> BPO vendor&nbsp;<b>TaskUs</b>(TASK) plans to raise $304 million at a $2.5 billion market cap. TaskUs is a digital business services outsourcer, providing digital customer experience services, content security services, and artificial intelligence operations. Profitable with strong growth, the company had over 100 clients as of December 31, 2020.</p><p><blockquote>BPO供应商<b>口袋</b>（任务）计划以25亿美元的市值筹集3.04亿美元。TaskUs是一家数字商业服务外包商，提供数字客户体验服务、内容安全服务和人工智能运营。截至2020年12月31日，该公司盈利且增长强劲，拥有100多家客户。</blockquote></p><p> Data-driven marketing platform&nbsp;<b>Zeta Global</b>(ZETA) plans to raise $250 million at a $2.1 billion market cap. The company’s Zeta Marketing Platform uses identity data to target, connect, and engage consumers across email, social media, web, chat, connected TV, video, and other channels. Zeta is profitable and serves more than 1,000 customers, delivering roughly 500 million ad impressions in 2020.</p><p><blockquote>数据驱动营销平台<b>泽塔全球</b>(ZETA) 计划以 21 亿美元的市值筹集 2.5 亿美元。该公司的 Zeta 营销平台利用身份数据，通过电子邮件、社交媒体、网络、聊天、联网电视、视频和其他渠道锁定、联系和吸引消费者。Zeta 盈利，为 1,000 多名客户提供服务，到 2020 年将提供大约 5 亿次广告展示。</blockquote></p><p> Online luxury goods marketplace&nbsp;<b>1stDibs</b>(DIBS) plans to raise $112 million at a $773 million market cap. 1stDibs connects buyers and sellers of vintage, antique, and contemporary furniture, home decor, jewelry, watches, art, and fashion. In 2020, the marketplace had more than 58,000 buyers who had made a purchase in the past year, with an average aggregate purchase per year of over $5,500.</p><p><blockquote>在线奢侈品市场<b>1stDibs</b>(DIBS) 计划以 7.73 亿美元的市值筹集 1.12 亿美元。1stDibs连接古董、古董和当代家具、家居装饰、珠宝、手表、艺术和时尚的买家和卖家。2020 年，该市场在过去一年中有超过 58,000 名买家进行了购买，平均每年总购买金额超过 5,500 美元。</blockquote></p><p> Chinese online tutoring platform&nbsp;<b>Zhangmen Education</b>(ZME) plans to raise $43 million at a $1.9 billion market cap. Zhangmen Education states that it has been the largest online K-12 tutoring service provider in China by revenue since 2017, claiming a 32% market share in 2020.</p><p><blockquote>中文在线辅导平台<b>掌门教育</b>(ZME) 计划以 19 亿美元的市值筹集 4300 万美元。掌门教育表示，自2017年以来，按收入计算，它一直是中国最大的在线K-12辅导服务提供商，2020年市场份额为32%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d771f02e44d9d489ff772f1577280332\" tg-width=\"945\" tg-height=\"666\"></p><p><blockquote></blockquote></p><p> Street research is expected for six companies, and lock-up periods will be expiring for up to 11 companies.</p><p><blockquote>预计将对 6 家公司进行街头调查，多达 11 家公司的禁售期将到期。</blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/3/21, the Renaissance IPO Index was down 6.0% year-to-date, while the S&amp;P 500 was up 11.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Zoom Video (ZM) and Uber (UBER). The Renaissance International IPO Index was down 1.1% year-to-date, while the ACWX was up 10.5%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Nexi and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至2021年6月3日，文艺复兴IPO指数年初至今下跌6.0%，而标普500上涨11.6%。Renaissance Capital 的 IPO ETF（纽约证券交易所股票代码：IPO）追踪该指数，持有量最大的 ETF 包括Zoom Video (ZM) 和优步 (UBER)。Renaissance International IPO 指数今年迄今下跌 1.1%，而 ACWX 指数上涨 10.5%。Renaissance Capital 的国际 IPO ETF（纽约证券交易所股票代码：IPOS）追踪该指数，持有的 ETF 包括 Nexi 和 EQT Partners。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/82421/US-IPO-Week-Ahead-Digital-payments-mental-health-services-and-more-in-a-div\">Renaissance Capital</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":{"TASK":"TaskUs Inc.","MNDY":"Monday.com Ltd.",".SPX":"S&P 500 Index","DIBS":"1stdibs.com Inc.","ZETA":"Zeta Global Holdings Corp.","ZME":"掌门教育",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","BZ":"BOSS直聘","MQ":"Marqeta, Inc.","LFST":"LifeStance Health Group, Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/82421/US-IPO-Week-Ahead-Digital-payments-mental-health-services-and-more-in-a-div","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106312903","content_text":"Summary\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.\nPayments platform Marqeta plans to raise $1.0 billion at a $12.4 billion market cap.\nChinese online recruitment platform Kanzhun plans to raise $864 million at an $8.2 billion market cap.\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.\nPayments platform Marqeta(MQ) plans to raise $1.0 billion at a $12.4 billion market cap. The company's platform allows businesses to launch and manage their own card programs, issue cards to their customers or end users, and authorize and settle transactions. Marqeta is fast growing and counts names like Affirm (AFRM) and DoorDash (DASH) among its customers.\nChinese online recruitment platform Kanzhun(BZ) plans to raise $864 million at an $8.2 billion market cap. Kanzhun's core product, BOSS Zhipin, is a mobile-native platform that promotes direct chats between job seekers and enterprise clients. The company claims it was the largest online recruitment platform in China by MAUs in 2020.\nMental health services provider LifeStance Health(LFST) plans to raise $640 million at a $6.1 billion market cap. LifeStance states that it has built one of the nation's largest outpatient mental health platforms, employing over 3,300 licensed mental health clinicians across 73 MSAs in 27 states as of March 31, 2021. The company has demonstrated growth, though EBIT turned negative in the 1Q21.\nIsrael’s monday.com(MNDY) plans to raise $490 million at a $6.8 billion market cap. monday.com allows organizations to easily build software applications and work management tools that fit their needs. As of March 31, 2021, it served nearly 128,000 customers across over 200 industries in more than 190 countries. Salesforce and Zoom plan to invest a combined $150 million in a concurrent private placement.\nBPO vendor TaskUs(TASK) plans to raise $304 million at a $2.5 billion market cap. TaskUs is a digital business services outsourcer, providing digital customer experience services, content security services, and artificial intelligence operations. Profitable with strong growth, the company had over 100 clients as of December 31, 2020.\nData-driven marketing platform Zeta Global(ZETA) plans to raise $250 million at a $2.1 billion market cap. The company’s Zeta Marketing Platform uses identity data to target, connect, and engage consumers across email, social media, web, chat, connected TV, video, and other channels. Zeta is profitable and serves more than 1,000 customers, delivering roughly 500 million ad impressions in 2020.\nOnline luxury goods marketplace 1stDibs(DIBS) plans to raise $112 million at a $773 million market cap. 1stDibs connects buyers and sellers of vintage, antique, and contemporary furniture, home decor, jewelry, watches, art, and fashion. In 2020, the marketplace had more than 58,000 buyers who had made a purchase in the past year, with an average aggregate purchase per year of over $5,500.\nChinese online tutoring platform Zhangmen Education(ZME) plans to raise $43 million at a $1.9 billion market cap. Zhangmen Education states that it has been the largest online K-12 tutoring service provider in China by revenue since 2017, claiming a 32% market share in 2020.\n\nStreet research is expected for six companies, and lock-up periods will be expiring for up to 11 companies.\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/3/21, the Renaissance IPO Index was down 6.0% year-to-date, while the S&P 500 was up 11.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Zoom Video (ZM) and Uber (UBER). The Renaissance International IPO Index was down 1.1% year-to-date, while the ACWX was up 10.5%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Nexi and EQT Partners.","news_type":1,"symbols_score_info":{"LFST":0.9,"ZME":0.9,"MNDY":0.9,"MQ":0.9,"TASK":0.9,".DJI":0.9,".IXIC":0.9,"DIBS":0.9,"ZETA":0.9,".SPX":0.9,"BZ":0.9}},"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161224275,"gmtCreate":1623930320097,"gmtModify":1634025747354,"author":{"id":"3580728618221542","authorId":"3580728618221542","name":"Joq3","avatar":"https://static.tigerbbs.com/d6c74d6579de4c1c51d504c2c738ef80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580728618221542","idStr":"3580728618221542"},"themes":[],"title":"","htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/161224275","repostId":"1160003162","repostType":4,"repost":{"id":"1160003162","kind":"news","pubTimestamp":1623929570,"share":"https://www.laohunote.com/m/news/1160003162?lang=zh_CN&edition=full","pubTime":"2021-06-17 19:32","market":"us","language":"en","title":"Breaking ranks, Norway signals 4 rate hikes by mid-2022<blockquote>挪威宣布到 2022 年中期加息 4 次</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160003162","media":"Reuters","summary":"* Norges Bank holds base rate at 0%\n* But govenor signals hikes in each of next four quarters\n* Like","content":"<p>* Norges Bank holds base rate at 0%</p><p><blockquote>* 挪威银行将基本利率维持在 0%</blockquote></p><p> * But govenor signals hikes in each of next four quarters</p><p><blockquote>* 但州长表示未来四个季度每个季度都会加息</blockquote></p><p> * Likely to be first G10 central bank to hike rates</p><p><blockquote>* 可能成为首家加息的G10央行</blockquote></p><p> * By contrast, no change to ultra-loose outlook for SNB</p><p><blockquote>* 相比之下，瑞士央行的超宽松前景没有改变</blockquote></p><p> * U.S. Fed opened door to post-COVID policy era on Weds (Releads with news conference)</p><p><blockquote>* 美联储周三向后新冠政策时代敞开大门（新闻发布会发布）</blockquote></p><p> OSLO, June 17 (Reuters) - Norway’s central bank said on Thursday it expected to raise interest rates four times by mid-2022 as the economy shakes off the effects of COVID-19, breaking ranks with the still ultra-loose policy outlook of counterparts in other developed nations.</p><p><blockquote>路透社奥斯陆6月17日电）--挪威央行周四表示，随着经济摆脱COVID-19的影响，预计到2022年年中将加息四次，打破了其他发达国家仍超宽松的政策前景。</blockquote></p><p> A day after the Federal Reserve signalled U.S rates would probably rise from 2023 rather than 2024, Norges Bank’s monetary policy committee kept its key rate unchanged at a record low 0.0% but said a hike was likely in September and others soon after.</p><p><blockquote>在美联储暗示美国利率可能从2023年而不是2024年开始上调的一天后，挪威银行货币政策委员会将关键利率维持在0.0%的历史低点不变，但表示可能在9月份加息，其他人可能会在不久之后加息。</blockquote></p><p> “Given the rate path we see now, rates will be raised by 0.25% in (each of) the next four quarters,” Governor Oeystein Olsen told a news conference.</p><p><blockquote>“州长奥斯坦-奥尔森（Oeystein Olsen）在新闻发布会上说：”鉴于我们现在看到的利率路径，未来四个季度（每个季度）的利率将上调 0.25%。</blockquote></p><p> Announced delays in vaccine deliveries to Norway in the third quarter did not “shift the big picture” on the economic recovery, he added in an interview with Reuters.</p><p><blockquote>他在接受路透社采访时补充说，第三季度宣布推迟向挪威运送疫苗并没有 “改变经济复苏的大局”。</blockquote></p><p> With many of the world’s central banks laying the groundwork for a post-pandemic transition to life with less stimulus, the Fed on Wednesday also opened talks on how to end its crisis-era bond-buying.</p><p><blockquote>随着全球许多央行为大流行后过渡到刺激较少的生活奠定基础，美联储周三也开始就如何结束危机时期的债券购买举行会谈。</blockquote></p><p> Norges Bank looks set to be be the first of the G10 group of developed economies’ central banks to raise the cost of borrowing, however, having previously signalled a hike this year.</p><p><blockquote>不过，挪威银行（Norges Bank）似乎将成为十国集团（G10）发达经济体央行中第一家提高借贷成本的银行，此前挪威银行曾表示今年将提高借贷成本。</blockquote></p><p> Economists polled by Reuters had been almost evenly split over whether it that would happen in September or December.</p><p><blockquote>路透社调查的经济学家对于这种情况会在 9 月还是 12 月发生几乎意见不一。</blockquote></p><p> But few had predicted two hikes by year-end.</p><p><blockquote>但很少有人预测到年底会加息两次。</blockquote></p><p> In stark contrast, the Swiss National Bank on Thursday signalled monetary policy would stay ultra-loose for the foreseeable future, saying projected higher inflation was no reason to change course and citing a highly valued Swiss franc.</p><p><blockquote>与此形成鲜明对比的是，瑞士央行周四表示，在可预见的未来，货币政策将保持超宽松，称预计通胀上升不是改变方向的理由，并援引了瑞士法郎的高估值。</blockquote></p><p> REAL ESTATE BOOM</p><p><blockquote>房地产繁荣</blockquote></p><p> Norway’s currency, the crown, firmed to trade at 10.12 against the euro from 10.15 just before Norges Bank’s policy announcement. It then fell back to 10.21.</p><p><blockquote>就在挪威银行宣布政策之前，挪威货币克朗兑欧元的汇率从 10.15 升至 10.12。随后回落至10.21。</blockquote></p><p> “In the light of today’s hawkish message from Norges Bank, we will revise our policy rate forecast upward,” economists at Handelsbanken wrote.</p><p><blockquote>“鉴于挪威银行今天发出的鹰派信息，我们将上调政策利率预测，”商业银行的经济学家写道。</blockquote></p><p> The central bank said the monetary policy committee’s revised forecasts implied a slightly faster series of rate rises towards 2024 than in previous predictions issued in March.</p><p><blockquote>央行表示，货币政策委员会修订后的预测意味着 2024 年的一系列加息速度将比 3 月份发布的之前预测略快。</blockquote></p><p> Part of the reason behind the accelerated timetable is a rapidly recovering economy.</p><p><blockquote>加速时间表背后的部分原因是经济的快速复苏。</blockquote></p><p> Norges Bank on Thursday held its forecast for GDP growth of 3.8% in 2021, but raised its prediction for next year to 4.1% from 3.4%.</p><p><blockquote>挪威银行周四维持2021年GDP增长3.8%的预测，但将明年的预测从3.4%上调至4.1%。</blockquote></p><p> Another factor is house price inflation, which has gathered pace since Norway cut rates three times last year to combat the impact of COVID-19, contributing to a property boom as borrowers took advantage of cheap credit.</p><p><blockquote>另一个因素是房价通胀，自挪威去年三次降息以应对 COVID-19 的影响以来，房价通胀不断加快，随着借款人利用廉价信贷，房价通胀推动了房地产繁荣。</blockquote></p><p> While core inflation was expected to ease to 1.7% this year from 3.0% last year, below the central bank’s 2% goal, it forecast house prices would rise by 9.2% in 2021 after expanding by 4.5% in 2020.</p><p><blockquote>虽然核心通胀率预计将从去年的 3.0% 放缓至今年的 1.7%，低于央行 2% 的目标，但央行预测房价在 2020 年上涨 4.5% 后，2021 年将上涨 9.2%。</blockquote></p><p> In a related statement on Thursday, Norway’s finance ministry said it would force banks to hold more supplementary buffer capital, 1.5% of its balance sheet instead of 1%, boosting the system’s solidity while making less capital available for lending.</p><p><blockquote>挪威财政部在周四的一份相关声明中表示，将迫使银行持有更多的补充缓冲资本，即资产负债表的 1.5%，而不是 1%，从而增强系统的稳健性，同时减少可用于贷款的资本。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nBreaking ranks, Norway signals 4 rate hikes by mid-2022<blockquote>挪威宣布到 2022 年中期加息 4 次</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-06-17 19:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>* Norges Bank holds base rate at 0%</p><p><blockquote>* 挪威银行将基本利率维持在 0%</blockquote></p><p> * But govenor signals hikes in each of next four quarters</p><p><blockquote>* 但州长表示未来四个季度每个季度都会加息</blockquote></p><p> * Likely to be first G10 central bank to hike rates</p><p><blockquote>* 可能成为首家加息的G10央行</blockquote></p><p> * By contrast, no change to ultra-loose outlook for SNB</p><p><blockquote>* 相比之下，瑞士央行的超宽松前景没有改变</blockquote></p><p> * U.S. Fed opened door to post-COVID policy era on Weds (Releads with news conference)</p><p><blockquote>* 美联储周三向后新冠政策时代敞开大门（新闻发布会发布）</blockquote></p><p> OSLO, June 17 (Reuters) - Norway’s central bank said on Thursday it expected to raise interest rates four times by mid-2022 as the economy shakes off the effects of COVID-19, breaking ranks with the still ultra-loose policy outlook of counterparts in other developed nations.</p><p><blockquote>路透社奥斯陆6月17日电）--挪威央行周四表示，随着经济摆脱COVID-19的影响，预计到2022年年中将加息四次，打破了其他发达国家仍超宽松的政策前景。</blockquote></p><p> A day after the Federal Reserve signalled U.S rates would probably rise from 2023 rather than 2024, Norges Bank’s monetary policy committee kept its key rate unchanged at a record low 0.0% but said a hike was likely in September and others soon after.</p><p><blockquote>在美联储暗示美国利率可能从2023年而不是2024年开始上调的一天后，挪威银行货币政策委员会将关键利率维持在0.0%的历史低点不变，但表示可能在9月份加息，其他人可能会在不久之后加息。</blockquote></p><p> “Given the rate path we see now, rates will be raised by 0.25% in (each of) the next four quarters,” Governor Oeystein Olsen told a news conference.</p><p><blockquote>“州长奥斯坦-奥尔森（Oeystein Olsen）在新闻发布会上说：”鉴于我们现在看到的利率路径，未来四个季度（每个季度）的利率将上调 0.25%。</blockquote></p><p> Announced delays in vaccine deliveries to Norway in the third quarter did not “shift the big picture” on the economic recovery, he added in an interview with Reuters.</p><p><blockquote>他在接受路透社采访时补充说，第三季度宣布推迟向挪威运送疫苗并没有 “改变经济复苏的大局”。</blockquote></p><p> With many of the world’s central banks laying the groundwork for a post-pandemic transition to life with less stimulus, the Fed on Wednesday also opened talks on how to end its crisis-era bond-buying.</p><p><blockquote>随着全球许多央行为大流行后过渡到刺激较少的生活奠定基础，美联储周三也开始就如何结束危机时期的债券购买举行会谈。</blockquote></p><p> Norges Bank looks set to be be the first of the G10 group of developed economies’ central banks to raise the cost of borrowing, however, having previously signalled a hike this year.</p><p><blockquote>不过，挪威银行（Norges Bank）似乎将成为十国集团（G10）发达经济体央行中第一家提高借贷成本的银行，此前挪威银行曾表示今年将提高借贷成本。</blockquote></p><p> Economists polled by Reuters had been almost evenly split over whether it that would happen in September or December.</p><p><blockquote>路透社调查的经济学家对于这种情况会在 9 月还是 12 月发生几乎意见不一。</blockquote></p><p> But few had predicted two hikes by year-end.</p><p><blockquote>但很少有人预测到年底会加息两次。</blockquote></p><p> In stark contrast, the Swiss National Bank on Thursday signalled monetary policy would stay ultra-loose for the foreseeable future, saying projected higher inflation was no reason to change course and citing a highly valued Swiss franc.</p><p><blockquote>与此形成鲜明对比的是，瑞士央行周四表示，在可预见的未来，货币政策将保持超宽松，称预计通胀上升不是改变方向的理由，并援引了瑞士法郎的高估值。</blockquote></p><p> REAL ESTATE BOOM</p><p><blockquote>房地产繁荣</blockquote></p><p> Norway’s currency, the crown, firmed to trade at 10.12 against the euro from 10.15 just before Norges Bank’s policy announcement. It then fell back to 10.21.</p><p><blockquote>就在挪威银行宣布政策之前，挪威货币克朗兑欧元的汇率从 10.15 升至 10.12。随后回落至10.21。</blockquote></p><p> “In the light of today’s hawkish message from Norges Bank, we will revise our policy rate forecast upward,” economists at Handelsbanken wrote.</p><p><blockquote>“鉴于挪威银行今天发出的鹰派信息，我们将上调政策利率预测，”商业银行的经济学家写道。</blockquote></p><p> The central bank said the monetary policy committee’s revised forecasts implied a slightly faster series of rate rises towards 2024 than in previous predictions issued in March.</p><p><blockquote>央行表示，货币政策委员会修订后的预测意味着 2024 年的一系列加息速度将比 3 月份发布的之前预测略快。</blockquote></p><p> Part of the reason behind the accelerated timetable is a rapidly recovering economy.</p><p><blockquote>加速时间表背后的部分原因是经济的快速复苏。</blockquote></p><p> Norges Bank on Thursday held its forecast for GDP growth of 3.8% in 2021, but raised its prediction for next year to 4.1% from 3.4%.</p><p><blockquote>挪威银行周四维持2021年GDP增长3.8%的预测，但将明年的预测从3.4%上调至4.1%。</blockquote></p><p> Another factor is house price inflation, which has gathered pace since Norway cut rates three times last year to combat the impact of COVID-19, contributing to a property boom as borrowers took advantage of cheap credit.</p><p><blockquote>另一个因素是房价通胀，自挪威去年三次降息以应对 COVID-19 的影响以来，房价通胀不断加快，随着借款人利用廉价信贷，房价通胀推动了房地产繁荣。</blockquote></p><p> While core inflation was expected to ease to 1.7% this year from 3.0% last year, below the central bank’s 2% goal, it forecast house prices would rise by 9.2% in 2021 after expanding by 4.5% in 2020.</p><p><blockquote>虽然核心通胀率预计将从去年的 3.0% 放缓至今年的 1.7%，低于央行 2% 的目标，但央行预测房价在 2020 年上涨 4.5% 后，2021 年将上涨 9.2%。</blockquote></p><p> In a related statement on Thursday, Norway’s finance ministry said it would force banks to hold more supplementary buffer capital, 1.5% of its balance sheet instead of 1%, boosting the system’s solidity while making less capital available for lending.</p><p><blockquote>挪威财政部在周四的一份相关声明中表示，将迫使银行持有更多的补充缓冲资本，即资产负债表的 1.5%，而不是 1%，从而增强系统的稳健性，同时减少可用于贷款的资本。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/norway-economy-rates/update-4-breaking-ranks-norway-signals-4-rate-hikes-by-mid-2022-idUSL5N2NZ1VI\">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":{".DJI":"道琼斯"},"source_url":"https://www.reuters.com/article/norway-economy-rates/update-4-breaking-ranks-norway-signals-4-rate-hikes-by-mid-2022-idUSL5N2NZ1VI","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160003162","content_text":"* Norges Bank holds base rate at 0%\n* But govenor signals hikes in each of next four quarters\n* Likely to be first G10 central bank to hike rates\n* By contrast, no change to ultra-loose outlook for SNB\n* U.S. Fed opened door to post-COVID policy era on Weds (Releads with news conference)\nOSLO, June 17 (Reuters) - Norway’s central bank said on Thursday it expected to raise interest rates four times by mid-2022 as the economy shakes off the effects of COVID-19, breaking ranks with the still ultra-loose policy outlook of counterparts in other developed nations.\nA day after the Federal Reserve signalled U.S rates would probably rise from 2023 rather than 2024, Norges Bank’s monetary policy committee kept its key rate unchanged at a record low 0.0% but said a hike was likely in September and others soon after.\n“Given the rate path we see now, rates will be raised by 0.25% in (each of) the next four quarters,” Governor Oeystein Olsen told a news conference.\nAnnounced delays in vaccine deliveries to Norway in the third quarter did not “shift the big picture” on the economic recovery, he added in an interview with Reuters.\nWith many of the world’s central banks laying the groundwork for a post-pandemic transition to life with less stimulus, the Fed on Wednesday also opened talks on how to end its crisis-era bond-buying.\nNorges Bank looks set to be be the first of the G10 group of developed economies’ central banks to raise the cost of borrowing, however, having previously signalled a hike this year.\nEconomists polled by Reuters had been almost evenly split over whether it that would happen in September or December.\nBut few had predicted two hikes by year-end.\nIn stark contrast, the Swiss National Bank on Thursday signalled monetary policy would stay ultra-loose for the foreseeable future, saying projected higher inflation was no reason to change course and citing a highly valued Swiss franc.\nREAL ESTATE BOOM\nNorway’s currency, the crown, firmed to trade at 10.12 against the euro from 10.15 just before Norges Bank’s policy announcement. It then fell back to 10.21.\n“In the light of today’s hawkish message from Norges Bank, we will revise our policy rate forecast upward,” economists at Handelsbanken wrote.\nThe central bank said the monetary policy committee’s revised forecasts implied a slightly faster series of rate rises towards 2024 than in previous predictions issued in March.\nPart of the reason behind the accelerated timetable is a rapidly recovering economy.\nNorges Bank on Thursday held its forecast for GDP growth of 3.8% in 2021, but raised its prediction for next year to 4.1% from 3.4%.\nAnother factor is house price inflation, which has gathered pace since Norway cut rates three times last year to combat the impact of COVID-19, contributing to a property boom as borrowers took advantage of cheap credit.\nWhile core inflation was expected to ease to 1.7% this year from 3.0% last year, below the central bank’s 2% goal, it forecast house prices would rise by 9.2% in 2021 after expanding by 4.5% in 2020.\nIn a related statement on Thursday, Norway’s finance ministry said it would force banks to hold more supplementary buffer capital, 1.5% of its balance sheet instead of 1%, boosting the system’s solidity while making less capital available for lending.","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":102828726,"gmtCreate":1620195928465,"gmtModify":1634207047985,"author":{"id":"3580728618221542","authorId":"3580728618221542","name":"Joq3","avatar":"https://static.tigerbbs.com/d6c74d6579de4c1c51d504c2c738ef80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580728618221542","idStr":"3580728618221542"},"themes":[],"title":"","htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/102828726","repostId":"1106669817","repostType":4,"repost":{"id":"1106669817","kind":"news","pubTimestamp":1620186328,"share":"https://www.laohunote.com/m/news/1106669817?lang=zh_CN&edition=full","pubTime":"2021-05-05 11:45","market":"us","language":"en","title":"Why Amazon and Alphabet may need to split their high-priced stocks<blockquote>为什么亚马逊和Alphabet可能需要拆分高价股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106669817","media":"CNN","summary":"New York Amazon and Google owner Alphabet are two of the most valuable companies on the planet. They dominate their industries, generate tons of cash and are obscenely profitable. Yet neither of the companies are in the prestigious Dow Jones Industrial Average — and for a good reason.That's whatAppledid in 2014, and it wasadded to the Dow in early 2015. Applesplit its stock again last year. Elon Musk'sTeslaexecuted its ownstock splitlast year to make its surging stock more accessible to individu","content":"<p>New York (CNN Business)Amazon and Google owner Alphabet are two of the most valuable companies on the planet. They dominate their industries, generate tons of cash and are obscenely profitable. Yet neither of the companies are in the prestigious Dow Jones Industrial Average — and for a good reason.</p><p><blockquote>纽约（CNN Business）亚马逊和谷歌所有者Alphabet是地球上最有价值的两家公司。他们主宰着自己的行业，创造了大量的现金，并且利润丰厚。然而，这两家公司都没有进入著名的道琼斯工业平均指数——这是有充分理由的。</blockquote></p><p> BothAmazon(AMZN)andAlphabet(GOOGL)have stock prices in the quadruple digits. That makes them a no-go for the Dow, which weights its 30 components by share price rather than market value.So if either Amazon (currently priced north of $3,300 a share) or Alphabet (trading at just under $2,300) joined theDow, they would immediately have an outsized impact on the Dow.It wouldn't even be close: The priciest Dow stock currently isUnitedHealth(UNH), and at just over $400 a share, it makes up about 8% of the Dow's weighting.The case for splitting sharesBut if Amazon and Alphabet wanted to join the Dow, there's a solution to this price problem: The companies could announce a stock split, which increases the number of shares of the company has while cutting the price of each share to a more affordable level. It wouldn't change the companies' value.</p><p><blockquote>BothAmazon (AMZN) 和 Alphabet (GOOGL) 的股价达到四位数。这使得它们不适合道琼斯指数，道琼斯指数根据股价而不是市值对其 30 个成分股进行权重。因此，如果亚马逊（目前每股价格高于 3,300 美元）或Alphabet（交易价格略低于 2,300 美元）加入道琼斯指数，它们将立即对道琼斯指数产生巨大影响。它甚至不会接近：目前最昂贵的道琼斯指数股票是联合健康 (UNH)，每股略高于 400 美元，约占道琼斯指数权重的 8%。分割股票的理由但如果亚马逊和Alphabet想加入道琼斯指数，这个价格问题有一个解决方案：两家公司可以宣布股票分割，这将增加公司的股票数量，同时将每股价格降低到更实惠的水平。这不会改变公司的价值。</blockquote></p><p> That's whatApple(AAPL)did in 2014, and it wasadded to the Dow in early 2015. Applesplit its stock again last year. Elon Musk'sTesla(TSLA)executed its ownstock splitlast year to make its surging stock more accessible to individual investors.</p><p><blockquote>这就是苹果 (AAPL) 在 2014 年所做的事情，并于 2015 年初被纳入道琼斯指数。苹果去年再次分割股票。埃隆·马斯克 (Elon Musk) 的特斯拉 (TSLA) 去年进行了股票分割，以使其飙升的股票更容易被个人投资者购买。</blockquote></p><p> Beyond the Dow question, splits can be compelling because some experts argue that having a more affordable price for a single share could attract even more investors. But that's admittedly less of an issue due to fractional trading, in which investors can buy a small piece of a company's shares through online brokers like Robinhood, Fidelity or Charles Schwab.There have been rumors about Amazon potentially announcing a split soon, especially now that Jeff Bezos is getting ready tohand over the CEO reinsto AWS headAndy Jassy. But Amazon didn't mention anything about a potential split when the companyreported earnings last week.Amazon was not immediately available for comment when asked by CNN Business if the company was considering a stock split, while a spokesperson for Alphabet declined to comment.High profile companies are 'split' on whether to splitThe pair of tech giants aren't the only companies trading at sky-high stock prices. Priceline ownerBooking(BKNG),Chipotle(CMG)andAutoZone(AZO)are also prominent companies in the S&amp;P 500 with stock prices in excess of $1,000 a share.A Booking spokesperson, when asked by CNN Business about a future stock split, said the company has \"considered this but have not really seen the need to do so as of now.\"Chipotle chief financial officer Jack Hartung said in an email to CNN Business that \"we do not have any plans to split our stock at this time, but if we see an opportunity to enhance shareholder value and remove impediments to interested investors owning our stock, we will discuss the opportunity with our Board.\"</p><p><blockquote>除了道琼斯指数的问题之外，分拆可能很有吸引力，因为一些专家认为，单股价格更实惠可能会吸引更多投资者。但不可否认的是，由于部分交易，这不是一个问题，投资者可以通过 Robinhood、Fidelity 或 Charles Schwab 等在线经纪商购买一小部分公司股票。有传言称亚马逊可能很快就会宣布分拆，尤其是现在杰夫·贝索斯正准备接替 AWS 首席执行官 reinsto 和 Jassy。但亚马逊上周公布财报时并未提及任何有关潜在分拆的内容。当 CNN Business 询问亚马逊是否正在考虑股票分拆时，亚马逊没有立即置评，而Alphabet发言人拒绝置评。知名公司在是否拆分问题上“分裂” 这对科技巨头并不是唯一一家股价飙升的公司。Priceline ownerBooking (BKNG)、Chipotle (CMG) 和 AutoZone (AZO) 也是标普500股价超过每股 1,000 美元的知名公司。 Booking 发言人在接受 CNN Business 询问有关未来股票分割的问题时表示，该公司“考虑过这一点，但到目前为止还没有真正看到有必要这样做。” Chipotle 首席财务官 Jack Hartung 在给 CNN Business 的电子邮件中表示，“我们目前没有任何计划分割我们的股票，但如果我们看到有机会提高股东价值并消除感兴趣的投资者拥有我们的股票的障碍，我们将与董事会讨论这个机会。”</blockquote></p><p> AutoZone was not immediately available for comment.Meanwhile, several other high-profile companies in addition to Apple and Tesla have announced stock splits lately.Spice companyMcCormick(MKC)split its stock in December — its first split in about 20 years. Paint giantSherwin-Williams(SHW)split in April \"to make the stock more accessible to employees and a broader base of investors,\" senior vice president of investor relations James Jaye said on a conference call with analysts last month.And railroadCanadian Pacific(CP), which is in a bidding war with rivalCanadian National(CNI)forKansas City Southern(KSU), is preparing for a split later this month. The stock is currently trading around $375 and will split 5 for 1, which will lower the price to around $75 a share.\"The share split will encourage greater liquidity for CP's common shares and provide enhanced opportunities for ownership by a wider group of investors,\" said chief financial officer Nadeem Velani in a recent conference call with analysts.More trouble than they're worth?Not all company leaders are on board with stock splits. At least one major CEO has publicly called them a waste of time.PNC(PNC)CEO William Demchak said at the bank's shareholder meeting last month that \"there's not really a compelling case to be made for a stock split.\" One PNC share costs about $190.\"At one time, the conventional thinking was that when a company's share price got to a certain level, the company would split the stock as a way of foreshadowing expectations of growth and in order to make it more affordable for retail shareholders,\" he said.But Demchak added that \"all the stock split really does is increase costs because it doubles the cost of the mechanics that go into servicing every share.\"\"The split might result in some positive short-term public relations that brings about maybe a short-term bump,\" he added. \"But long term, it would appear that the cost is more than it's worth.\"</p><p><blockquote>AutoZone 尚未立即置评。与此同时，除苹果和特斯拉之外，其他几家知名公司最近也宣布了股票分割。香料公司麦考密克 (MKC) 于 12 月进行了股票分割，这是约 20 年来的首次分割。投资者关系高级副总裁 James Jaye 上个月在与分析师举行的电话会议上表示，涂料巨头 Sherwin-Williams (SHW) 于 4 月份进行了拆分，“以便让员工和更广泛的投资者更容易接触到该股票”。加拿大太平洋铁路公司 (CP) 正在与竞争对手加拿大国家铁路公司 (CNI) 和堪萨斯城南方铁路公司 (KSU) 进行竞购战，该公司正准备在本月晚些时候进行拆分。该股目前交易价格约为 375 美元，将进行 5 比 1 的分割，这将使股价降至每股 75 美元左右。首席财务官纳迪姆·维拉尼 (Nadeem Velani) 在最近与分析师举行的电话会议上表示：“股票分割将鼓励正大普通股具有更大的流动性，并为更广泛的投资者群体提供更多的所有权机会。并非所有公司领导人都同意股票分割。至少有一位主要首席执行官公开称股票分割是浪费时间。PNC(PNC) 首席执行官 William Demchak 在上个月的银行股东大会上表示，“没有真正令人信服的理由进行股票分割。”一股 PNC 股票的价格约为 190 美元。“曾几何时，传统的想法是，当一家公司的股价达到一定水平时，该公司会分割股票，以此来预示增长预期，并让散户股东更负担得起，”他说。但德姆查克补充说，“股票分割实际上只会增加成本，因为它会使维修每一只股票的机械师的成本增加一倍。”“分割可能会带来一些积极的短期公共关系，从而可能带来短期增长，”他补充道。“但从长远来看，成本似乎大于其价值。”</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>Why Amazon and Alphabet may need to split their high-priced stocks<blockquote>为什么亚马逊和Alphabet可能需要拆分高价股票</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\">\nWhy Amazon and Alphabet may need to split their high-priced stocks<blockquote>为什么亚马逊和Alphabet可能需要拆分高价股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNN</strong><span class=\"h-time small\">2021-05-05 11:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p>New York (CNN Business)Amazon and Google owner Alphabet are two of the most valuable companies on the planet. They dominate their industries, generate tons of cash and are obscenely profitable. Yet neither of the companies are in the prestigious Dow Jones Industrial Average — and for a good reason.</p><p><blockquote>纽约（CNN Business）亚马逊和谷歌所有者Alphabet是地球上最有价值的两家公司。他们主宰着自己的行业，创造了大量的现金，并且利润丰厚。然而，这两家公司都没有进入著名的道琼斯工业平均指数——这是有充分理由的。</blockquote></p><p> BothAmazon(AMZN)andAlphabet(GOOGL)have stock prices in the quadruple digits. That makes them a no-go for the Dow, which weights its 30 components by share price rather than market value.So if either Amazon (currently priced north of $3,300 a share) or Alphabet (trading at just under $2,300) joined theDow, they would immediately have an outsized impact on the Dow.It wouldn't even be close: The priciest Dow stock currently isUnitedHealth(UNH), and at just over $400 a share, it makes up about 8% of the Dow's weighting.The case for splitting sharesBut if Amazon and Alphabet wanted to join the Dow, there's a solution to this price problem: The companies could announce a stock split, which increases the number of shares of the company has while cutting the price of each share to a more affordable level. It wouldn't change the companies' value.</p><p><blockquote>BothAmazon (AMZN) 和 Alphabet (GOOGL) 的股价达到四位数。这使得它们不适合道琼斯指数，道琼斯指数根据股价而不是市值对其 30 个成分股进行权重。因此，如果亚马逊（目前每股价格高于 3,300 美元）或Alphabet（交易价格略低于 2,300 美元）加入道琼斯指数，它们将立即对道琼斯指数产生巨大影响。它甚至不会接近：目前最昂贵的道琼斯指数股票是联合健康 (UNH)，每股略高于 400 美元，约占道琼斯指数权重的 8%。分割股票的理由但如果亚马逊和Alphabet想加入道琼斯指数，这个价格问题有一个解决方案：两家公司可以宣布股票分割，这将增加公司的股票数量，同时将每股价格降低到更实惠的水平。这不会改变公司的价值。</blockquote></p><p> That's whatApple(AAPL)did in 2014, and it wasadded to the Dow in early 2015. Applesplit its stock again last year. Elon Musk'sTesla(TSLA)executed its ownstock splitlast year to make its surging stock more accessible to individual investors.</p><p><blockquote>这就是苹果 (AAPL) 在 2014 年所做的事情，并于 2015 年初被纳入道琼斯指数。苹果去年再次分割股票。埃隆·马斯克 (Elon Musk) 的特斯拉 (TSLA) 去年进行了股票分割，以使其飙升的股票更容易被个人投资者购买。</blockquote></p><p> Beyond the Dow question, splits can be compelling because some experts argue that having a more affordable price for a single share could attract even more investors. But that's admittedly less of an issue due to fractional trading, in which investors can buy a small piece of a company's shares through online brokers like Robinhood, Fidelity or Charles Schwab.There have been rumors about Amazon potentially announcing a split soon, especially now that Jeff Bezos is getting ready tohand over the CEO reinsto AWS headAndy Jassy. But Amazon didn't mention anything about a potential split when the companyreported earnings last week.Amazon was not immediately available for comment when asked by CNN Business if the company was considering a stock split, while a spokesperson for Alphabet declined to comment.High profile companies are 'split' on whether to splitThe pair of tech giants aren't the only companies trading at sky-high stock prices. Priceline ownerBooking(BKNG),Chipotle(CMG)andAutoZone(AZO)are also prominent companies in the S&amp;P 500 with stock prices in excess of $1,000 a share.A Booking spokesperson, when asked by CNN Business about a future stock split, said the company has \"considered this but have not really seen the need to do so as of now.\"Chipotle chief financial officer Jack Hartung said in an email to CNN Business that \"we do not have any plans to split our stock at this time, but if we see an opportunity to enhance shareholder value and remove impediments to interested investors owning our stock, we will discuss the opportunity with our Board.\"</p><p><blockquote>除了道琼斯指数的问题之外，分拆可能很有吸引力，因为一些专家认为，单股价格更实惠可能会吸引更多投资者。但不可否认的是，由于部分交易，这不是一个问题，投资者可以通过 Robinhood、Fidelity 或 Charles Schwab 等在线经纪商购买一小部分公司股票。有传言称亚马逊可能很快就会宣布分拆，尤其是现在杰夫·贝索斯正准备接替 AWS 首席执行官 reinsto 和 Jassy。但亚马逊上周公布财报时并未提及任何有关潜在分拆的内容。当 CNN Business 询问亚马逊是否正在考虑股票分拆时，亚马逊没有立即置评，而Alphabet发言人拒绝置评。知名公司在是否拆分问题上“分裂” 这对科技巨头并不是唯一一家股价飙升的公司。Priceline ownerBooking (BKNG)、Chipotle (CMG) 和 AutoZone (AZO) 也是标普500股价超过每股 1,000 美元的知名公司。 Booking 发言人在接受 CNN Business 询问有关未来股票分割的问题时表示，该公司“考虑过这一点，但到目前为止还没有真正看到有必要这样做。” Chipotle 首席财务官 Jack Hartung 在给 CNN Business 的电子邮件中表示，“我们目前没有任何计划分割我们的股票，但如果我们看到有机会提高股东价值并消除感兴趣的投资者拥有我们的股票的障碍，我们将与董事会讨论这个机会。”</blockquote></p><p> AutoZone was not immediately available for comment.Meanwhile, several other high-profile companies in addition to Apple and Tesla have announced stock splits lately.Spice companyMcCormick(MKC)split its stock in December — its first split in about 20 years. Paint giantSherwin-Williams(SHW)split in April \"to make the stock more accessible to employees and a broader base of investors,\" senior vice president of investor relations James Jaye said on a conference call with analysts last month.And railroadCanadian Pacific(CP), which is in a bidding war with rivalCanadian National(CNI)forKansas City Southern(KSU), is preparing for a split later this month. The stock is currently trading around $375 and will split 5 for 1, which will lower the price to around $75 a share.\"The share split will encourage greater liquidity for CP's common shares and provide enhanced opportunities for ownership by a wider group of investors,\" said chief financial officer Nadeem Velani in a recent conference call with analysts.More trouble than they're worth?Not all company leaders are on board with stock splits. At least one major CEO has publicly called them a waste of time.PNC(PNC)CEO William Demchak said at the bank's shareholder meeting last month that \"there's not really a compelling case to be made for a stock split.\" One PNC share costs about $190.\"At one time, the conventional thinking was that when a company's share price got to a certain level, the company would split the stock as a way of foreshadowing expectations of growth and in order to make it more affordable for retail shareholders,\" he said.But Demchak added that \"all the stock split really does is increase costs because it doubles the cost of the mechanics that go into servicing every share.\"\"The split might result in some positive short-term public relations that brings about maybe a short-term bump,\" he added. \"But long term, it would appear that the cost is more than it's worth.\"</p><p><blockquote>AutoZone 尚未立即置评。与此同时，除苹果和特斯拉之外，其他几家知名公司最近也宣布了股票分割。香料公司麦考密克 (MKC) 于 12 月进行了股票分割，这是约 20 年来的首次分割。投资者关系高级副总裁 James Jaye 上个月在与分析师举行的电话会议上表示，涂料巨头 Sherwin-Williams (SHW) 于 4 月份进行了拆分，“以便让员工和更广泛的投资者更容易接触到该股票”。加拿大太平洋铁路公司 (CP) 正在与竞争对手加拿大国家铁路公司 (CNI) 和堪萨斯城南方铁路公司 (KSU) 进行竞购战，该公司正准备在本月晚些时候进行拆分。该股目前交易价格约为 375 美元，将进行 5 比 1 的分割，这将使股价降至每股 75 美元左右。首席财务官纳迪姆·维拉尼 (Nadeem Velani) 在最近与分析师举行的电话会议上表示：“股票分割将鼓励正大普通股具有更大的流动性，并为更广泛的投资者群体提供更多的所有权机会。并非所有公司领导人都同意股票分割。至少有一位主要首席执行官公开称股票分割是浪费时间。PNC(PNC) 首席执行官 William Demchak 在上个月的银行股东大会上表示，“没有真正令人信服的理由进行股票分割。”一股 PNC 股票的价格约为 190 美元。“曾几何时，传统的想法是，当一家公司的股价达到一定水平时，该公司会分割股票，以此来预示增长预期，并让散户股东更负担得起，”他说。但德姆查克补充说，“股票分割实际上只会增加成本，因为它会使维修每一只股票的机械师的成本增加一倍。”“分割可能会带来一些积极的短期公共关系，从而可能带来短期增长，”他补充道。“但从长远来看，成本似乎大于其价值。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/05/04/investing/amazon-alphabet-google-stock-split/index.html\">CNN</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":{"GOOG":"谷歌","GOOGL":"谷歌A","AMZN":"亚马逊"},"source_url":"https://edition.cnn.com/2021/05/04/investing/amazon-alphabet-google-stock-split/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106669817","content_text":"New York (CNN Business)Amazon and Google owner Alphabet are two of the most valuable companies on the planet. They dominate their industries, generate tons of cash and are obscenely profitable. Yet neither of the companies are in the prestigious Dow Jones Industrial Average — and for a good reason.\nBothAmazon(AMZN)andAlphabet(GOOGL)have stock prices in the quadruple digits. That makes them a no-go for the Dow, which weights its 30 components by share price rather than market value.So if either Amazon (currently priced north of $3,300 a share) or Alphabet (trading at just under $2,300) joined theDow, they would immediately have an outsized impact on the Dow.It wouldn't even be close: The priciest Dow stock currently isUnitedHealth(UNH), and at just over $400 a share, it makes up about 8% of the Dow's weighting.The case for splitting sharesBut if Amazon and Alphabet wanted to join the Dow, there's a solution to this price problem: The companies could announce a stock split, which increases the number of shares of the company has while cutting the price of each share to a more affordable level. It wouldn't change the companies' value.\nThat's whatApple(AAPL)did in 2014, and it wasadded to the Dow in early 2015. Applesplit its stock again last year. Elon Musk'sTesla(TSLA)executed its ownstock splitlast year to make its surging stock more accessible to individual investors.\nBeyond the Dow question, splits can be compelling because some experts argue that having a more affordable price for a single share could attract even more investors. But that's admittedly less of an issue due to fractional trading, in which investors can buy a small piece of a company's shares through online brokers like Robinhood, Fidelity or Charles Schwab.There have been rumors about Amazon potentially announcing a split soon, especially now that Jeff Bezos is getting ready tohand over the CEO reinsto AWS headAndy Jassy. But Amazon didn't mention anything about a potential split when the companyreported earnings last week.Amazon was not immediately available for comment when asked by CNN Business if the company was considering a stock split, while a spokesperson for Alphabet declined to comment.High profile companies are 'split' on whether to splitThe pair of tech giants aren't the only companies trading at sky-high stock prices. Priceline ownerBooking(BKNG),Chipotle(CMG)andAutoZone(AZO)are also prominent companies in the S&P 500 with stock prices in excess of $1,000 a share.A Booking spokesperson, when asked by CNN Business about a future stock split, said the company has \"considered this but have not really seen the need to do so as of now.\"Chipotle chief financial officer Jack Hartung said in an email to CNN Business that \"we do not have any plans to split our stock at this time, but if we see an opportunity to enhance shareholder value and remove impediments to interested investors owning our stock, we will discuss the opportunity with our Board.\"\nAutoZone was not immediately available for comment.Meanwhile, several other high-profile companies in addition to Apple and Tesla have announced stock splits lately.Spice companyMcCormick(MKC)split its stock in December — its first split in about 20 years. Paint giantSherwin-Williams(SHW)split in April \"to make the stock more accessible to employees and a broader base of investors,\" senior vice president of investor relations James Jaye said on a conference call with analysts last month.And railroadCanadian Pacific(CP), which is in a bidding war with rivalCanadian National(CNI)forKansas City Southern(KSU), is preparing for a split later this month. The stock is currently trading around $375 and will split 5 for 1, which will lower the price to around $75 a share.\"The share split will encourage greater liquidity for CP's common shares and provide enhanced opportunities for ownership by a wider group of investors,\" said chief financial officer Nadeem Velani in a recent conference call with analysts.More trouble than they're worth?Not all company leaders are on board with stock splits. At least one major CEO has publicly called them a waste of time.PNC(PNC)CEO William Demchak said at the bank's shareholder meeting last month that \"there's not really a compelling case to be made for a stock split.\" One PNC share costs about $190.\"At one time, the conventional thinking was that when a company's share price got to a certain level, the company would split the stock as a way of foreshadowing expectations of growth and in order to make it more affordable for retail shareholders,\" he said.But Demchak added that \"all the stock split really does is increase costs because it doubles the cost of the mechanics that go into servicing every share.\"\"The split might result in some positive short-term public relations that brings about maybe a short-term bump,\" he added. \"But long term, it would appear that the cost is more than it's worth.\"","news_type":1,"symbols_score_info":{"GOOGL":0.9,"AMZN":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140458999,"gmtCreate":1625669861111,"gmtModify":1631891042336,"author":{"id":"3580728618221542","authorId":"3580728618221542","name":"Joq3","avatar":"https://static.tigerbbs.com/d6c74d6579de4c1c51d504c2c738ef80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580728618221542","idStr":"3580728618221542"},"themes":[],"title":"","htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/140458999","repostId":"2149313387","repostType":4,"isVote":1,"tweetType":1,"viewCount":1200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":180266571,"gmtCreate":1623206791293,"gmtModify":1634035799900,"author":{"id":"3580728618221542","authorId":"3580728618221542","name":"Joq3","avatar":"https://static.tigerbbs.com/d6c74d6579de4c1c51d504c2c738ef80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580728618221542","idStr":"3580728618221542"},"themes":[],"title":"","htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/180266571","repostId":"1128909306","repostType":4,"repost":{"id":"1128909306","kind":"news","pubTimestamp":1623193560,"share":"https://www.laohunote.com/m/news/1128909306?lang=zh_CN&edition=full","pubTime":"2021-06-09 07:06","market":"us","language":"en","title":"S&P 500 closes little changed as \"meme stocks\" extend rally<blockquote>“模因股票”延续涨势，标普500收盘变化不大</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1128909306","media":"reuters","summary":"NEW YORK (Reuters) - Wall Street stocks struggled to eke out closing gains on Tuesday as a lack of c","content":"<p>NEW YORK (Reuters) - Wall Street stocks struggled to eke out closing gains on Tuesday as a lack of clear market catalysts kept institutional investors on the sidelines, while retail traders fueled the ongoing meme stocks rally.</p><p><blockquote>纽约（路透社） - 华尔街股市周二难以维持收盘涨幅，因为缺乏明确的市场催化剂使机构投资者观望，而散户交易员则推动了模因股的持续上涨。</blockquote></p><p>All three major U.S. stock indexes ended the range-bound session near flat or higher, with the S&amp;P 500 and the Dow closing within about 0.5% of record highs.</p><p><blockquote>美国三大股指均以接近持平或更高的区间收盘，标普500和道琼斯工业平均指数收盘较历史高点约0.5%。</blockquote></p><p>The tech-laded Nasdaq Composite fared best, with Amazon.com Inc and Apple Inc providing the biggest boost.</p><p><blockquote>科技含量最高的纳斯达克综合指数表现最好，亚马逊和苹果提供了最大的提振。</blockquote></p><p>“We’re waiting for inflation numbers, waiting for more from the (Federal Reserve), waiting for earnings season,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “There’s not a lot motivating the market today.”</p><p><blockquote>“芝加哥 Kingsview Asset Management 投资组合经理保罗-诺尔特（Paul Nolte）说：”我们在等待通胀数据，等待（美联储）的更多数据，等待财报季。“目前市场没有太多动力”。</blockquote></p><p>“We’re in this twilight zone until probably right after the Fourth of July, when we see earnings season kick in,” Nolte added.</p><p><blockquote>“诺尔特补充说：”我们将处于这种阴暗地带，直到国庆节刚过，我们才会看到财报季的到来。</blockquote></p><p>The CBOE volatility index, a measure of investor anxiety, touched its lowest level in over a year.</p><p><blockquote>衡量投资者焦虑程度的芝加哥期权交易所波动率指数触及一年多来的最低水平。</blockquote></p><p>Smallcaps, once again buoyed by the ongoing meme stock retail frenzy, were outperforming their larger counterparts.</p><p><blockquote>小盘股再次受到持续的模因股票零售狂潮的提振，其表现优于大型同行。</blockquote></p><p>Clover Health Investments seized top billing among meme stocks, surging 85.8%, the biggest percentage winner in the Nasdaq.</p><p><blockquote>Clover Health Investments 在 meme 股票中名列前茅，飙升 85.8%，是纳斯达克最大的百分比赢家。</blockquote></p><p>Other stocks whose recent explosive trading volumes have been attributed to social media buzz, including GameStop Corp, Bed Bath &amp; Beyond Inc, Workhorse Group and others, ended the session between 7% and 12% higher.</p><p><blockquote>其他近期交易量爆炸性的股票，包括游戏驿站公司、Bed Bath &amp; Beyond Inc、Workhorse Group 等，收盘上涨 7% 至 12%。</blockquote></p><p>“(Meme stocks) are where the action is, but you flip it over and look crypto and that’s a mess,” Nolte said. “Now the meme stocks are taking over from crypto as the place to be and it’s all a consequence of very easy monetary policy.”</p><p><blockquote>“诺尔特说：”（备忘录股票）是活跃的地方，但你把它翻过来，看看加密货币，那就一团糟了。“现在，迷因股正在取代加密货币成为主流，这一切都是非常宽松的货币政策的结果。”</blockquote></p><p>Reports from the U.S. Labor Department and National Federation of Independent Business appeared to confirm a labor shortage even as demand roars back to life, which could put upward pressure on wages, a precursor to wider inflation.</p><p><blockquote>美国劳工部和全国独立企业联合会的报告似乎证实了劳动力短缺，尽管需求正在复苏，这可能会给工资带来上行压力，这是更广泛通胀的前兆。</blockquote></p><p>Market participants look to Thursday’s consumer price index data for further clues regarding inflation, and how it could influence the Federal Reserve’s timetable for tightening its monetary policy.</p><p><blockquote>市场参与者期待着周四的消费者价格指数数据，以获取有关通胀的进一步线索，以及它将如何影响美联储收紧货币政策的时间表。</blockquote></p><p>The Dow Jones Industrial Average fell 30.42 points, or 0.09%, to 34,599.82; the S&amp;P 500 gained 0.74 points, or 0.02%, at 4,227.26; and the Nasdaq Composite added 43.19 points, or 0.31%, at 13,924.91.</p><p><blockquote>道琼斯工业平均指数下跌30.42点，跌幅0.09%，报34,599.82点；标普500上涨 0.74 点，或 0.02%，至 4,227.26 点；纳斯达克综合指数上涨 43.19 点，即 0.31%，至 13,924.91 点。</blockquote></p><p>Of the 11 major sectors in the S&amp;P 500, consumer discretionary enjoyed the biggest percentage gain, and utilities suffered the largest loss.</p><p><blockquote>在标普500的11个主要行业中，非必需消费品的百分比涨幅最大，公用事业的跌幅最大。</blockquote></p><p>Sales of Tesla Inc’s China-made electric cars jumped in May by 29%, marking a 177% year-on-year increase, according to the China Passenger Car Association. The stock erased initial gains on the news to close down 0.3%.</p><p><blockquote>根据中国乘用车联会的数据，特斯拉公司5月份中国产电动汽车的销量猛增29%，同比增长177%。消息传出后，该股抹去了最初的涨幅，收盘下跌 0.3%。</blockquote></p><p>Boeing Co shares were boosted by Southwest Airlines’ announcement that it had ordered 34 new 737 MAX aircraft, but the planemaker’s shares pared gains to end the session flat.</p><p><blockquote>西南航空公司宣布订购了 34 架新的 737 MAX 飞机，提振了波音公司的股价，但该飞机制造商的股价收盘持平。</blockquote></p><p>GameStop, the company most closely associated with the Reddit-driven short squeeze phenomenon, is expected to report quarterly results after markets close on Wednesday.</p><p><blockquote>游戏驿站是与 Reddit 驱动的空头挤压现象关系密切的公司，预计将在周三收盘后公布季度业绩。</blockquote></p><p>Advancing issues outnumbered decliners on the NYSE by a 1.74-to-1 ratio; on Nasdaq, a 1.66-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所上涨股票的数量比下跌股票的数量多 1.74 比 1；在纳斯达克，1.66比1的比率有利于进步人士。</blockquote></p><p>The S&amp;P 500 posted 54 new 52-week highs and one new low; the Nasdaq Composite recorded 172 new highs and 16 new lows.</p><p><blockquote>标普500创下54个52周新高和一个新低；纳斯达克综合指数创下172个新高和16个新低。</blockquote></p><p>Volume on U.S. exchanges was 11.82 billion shares, compared with the 10.75 billion average over the last 20 trading days.</p><p><blockquote>美国交易所的成交量为 118.2 亿股，而过去 20 个交易日的平均成交量为 107.5 亿股。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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 closes little changed as \"meme stocks\" extend rally<blockquote>“模因股票”延续涨势，标普500收盘变化不大</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">reuters</strong><span class=\"h-time small\">2021-06-09 07:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>NEW YORK (Reuters) - Wall Street stocks struggled to eke out closing gains on Tuesday as a lack of clear market catalysts kept institutional investors on the sidelines, while retail traders fueled the ongoing meme stocks rally.</p><p><blockquote>纽约（路透社） - 华尔街股市周二难以维持收盘涨幅，因为缺乏明确的市场催化剂使机构投资者观望，而散户交易员则推动了模因股的持续上涨。</blockquote></p><p>All three major U.S. stock indexes ended the range-bound session near flat or higher, with the S&amp;P 500 and the Dow closing within about 0.5% of record highs.</p><p><blockquote>美国三大股指均以接近持平或更高的区间收盘，标普500和道琼斯工业平均指数收盘较历史高点约0.5%。</blockquote></p><p>The tech-laded Nasdaq Composite fared best, with Amazon.com Inc and Apple Inc providing the biggest boost.</p><p><blockquote>科技含量最高的纳斯达克综合指数表现最好，亚马逊和苹果提供了最大的提振。</blockquote></p><p>“We’re waiting for inflation numbers, waiting for more from the (Federal Reserve), waiting for earnings season,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “There’s not a lot motivating the market today.”</p><p><blockquote>“芝加哥 Kingsview Asset Management 投资组合经理保罗-诺尔特（Paul Nolte）说：”我们在等待通胀数据，等待（美联储）的更多数据，等待财报季。“目前市场没有太多动力”。</blockquote></p><p>“We’re in this twilight zone until probably right after the Fourth of July, when we see earnings season kick in,” Nolte added.</p><p><blockquote>“诺尔特补充说：”我们将处于这种阴暗地带，直到国庆节刚过，我们才会看到财报季的到来。</blockquote></p><p>The CBOE volatility index, a measure of investor anxiety, touched its lowest level in over a year.</p><p><blockquote>衡量投资者焦虑程度的芝加哥期权交易所波动率指数触及一年多来的最低水平。</blockquote></p><p>Smallcaps, once again buoyed by the ongoing meme stock retail frenzy, were outperforming their larger counterparts.</p><p><blockquote>小盘股再次受到持续的模因股票零售狂潮的提振，其表现优于大型同行。</blockquote></p><p>Clover Health Investments seized top billing among meme stocks, surging 85.8%, the biggest percentage winner in the Nasdaq.</p><p><blockquote>Clover Health Investments 在 meme 股票中名列前茅，飙升 85.8%，是纳斯达克最大的百分比赢家。</blockquote></p><p>Other stocks whose recent explosive trading volumes have been attributed to social media buzz, including GameStop Corp, Bed Bath &amp; Beyond Inc, Workhorse Group and others, ended the session between 7% and 12% higher.</p><p><blockquote>其他近期交易量爆炸性的股票，包括游戏驿站公司、Bed Bath &amp; Beyond Inc、Workhorse Group 等，收盘上涨 7% 至 12%。</blockquote></p><p>“(Meme stocks) are where the action is, but you flip it over and look crypto and that’s a mess,” Nolte said. “Now the meme stocks are taking over from crypto as the place to be and it’s all a consequence of very easy monetary policy.”</p><p><blockquote>“诺尔特说：”（备忘录股票）是活跃的地方，但你把它翻过来，看看加密货币，那就一团糟了。“现在，迷因股正在取代加密货币成为主流，这一切都是非常宽松的货币政策的结果。”</blockquote></p><p>Reports from the U.S. Labor Department and National Federation of Independent Business appeared to confirm a labor shortage even as demand roars back to life, which could put upward pressure on wages, a precursor to wider inflation.</p><p><blockquote>美国劳工部和全国独立企业联合会的报告似乎证实了劳动力短缺，尽管需求正在复苏，这可能会给工资带来上行压力，这是更广泛通胀的前兆。</blockquote></p><p>Market participants look to Thursday’s consumer price index data for further clues regarding inflation, and how it could influence the Federal Reserve’s timetable for tightening its monetary policy.</p><p><blockquote>市场参与者期待着周四的消费者价格指数数据，以获取有关通胀的进一步线索，以及它将如何影响美联储收紧货币政策的时间表。</blockquote></p><p>The Dow Jones Industrial Average fell 30.42 points, or 0.09%, to 34,599.82; the S&amp;P 500 gained 0.74 points, or 0.02%, at 4,227.26; and the Nasdaq Composite added 43.19 points, or 0.31%, at 13,924.91.</p><p><blockquote>道琼斯工业平均指数下跌30.42点，跌幅0.09%，报34,599.82点；标普500上涨 0.74 点，或 0.02%，至 4,227.26 点；纳斯达克综合指数上涨 43.19 点，即 0.31%，至 13,924.91 点。</blockquote></p><p>Of the 11 major sectors in the S&amp;P 500, consumer discretionary enjoyed the biggest percentage gain, and utilities suffered the largest loss.</p><p><blockquote>在标普500的11个主要行业中，非必需消费品的百分比涨幅最大，公用事业的跌幅最大。</blockquote></p><p>Sales of Tesla Inc’s China-made electric cars jumped in May by 29%, marking a 177% year-on-year increase, according to the China Passenger Car Association. The stock erased initial gains on the news to close down 0.3%.</p><p><blockquote>根据中国乘用车联会的数据，特斯拉公司5月份中国产电动汽车的销量猛增29%，同比增长177%。消息传出后，该股抹去了最初的涨幅，收盘下跌 0.3%。</blockquote></p><p>Boeing Co shares were boosted by Southwest Airlines’ announcement that it had ordered 34 new 737 MAX aircraft, but the planemaker’s shares pared gains to end the session flat.</p><p><blockquote>西南航空公司宣布订购了 34 架新的 737 MAX 飞机，提振了波音公司的股价，但该飞机制造商的股价收盘持平。</blockquote></p><p>GameStop, the company most closely associated with the Reddit-driven short squeeze phenomenon, is expected to report quarterly results after markets close on Wednesday.</p><p><blockquote>游戏驿站是与 Reddit 驱动的空头挤压现象关系密切的公司，预计将在周三收盘后公布季度业绩。</blockquote></p><p>Advancing issues outnumbered decliners on the NYSE by a 1.74-to-1 ratio; on Nasdaq, a 1.66-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所上涨股票的数量比下跌股票的数量多 1.74 比 1；在纳斯达克，1.66比1的比率有利于进步人士。</blockquote></p><p>The S&amp;P 500 posted 54 new 52-week highs and one new low; the Nasdaq Composite recorded 172 new highs and 16 new lows.</p><p><blockquote>标普500创下54个52周新高和一个新低；纳斯达克综合指数创下172个新高和16个新低。</blockquote></p><p>Volume on U.S. exchanges was 11.82 billion shares, compared with the 10.75 billion average over the last 20 trading days.</p><p><blockquote>美国交易所的成交量为 118.2 亿股，而过去 20 个交易日的平均成交量为 107.5 亿股。</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-closes-little-changed-as-meme-stocks-extend-rally-idUSL2N2NQ2NX\">reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","CLOV":"Clover Health Corp",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-closes-little-changed-as-meme-stocks-extend-rally-idUSL2N2NQ2NX","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128909306","content_text":"NEW YORK (Reuters) - Wall Street stocks struggled to eke out closing gains on Tuesday as a lack of clear market catalysts kept institutional investors on the sidelines, while retail traders fueled the ongoing meme stocks rally.All three major U.S. stock indexes ended the range-bound session near flat or higher, with the S&P 500 and the Dow closing within about 0.5% of record highs.The tech-laded Nasdaq Composite fared best, with Amazon.com Inc and Apple Inc providing the biggest boost.“We’re waiting for inflation numbers, waiting for more from the (Federal Reserve), waiting for earnings season,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “There’s not a lot motivating the market today.”“We’re in this twilight zone until probably right after the Fourth of July, when we see earnings season kick in,” Nolte added.The CBOE volatility index, a measure of investor anxiety, touched its lowest level in over a year.Smallcaps, once again buoyed by the ongoing meme stock retail frenzy, were outperforming their larger counterparts.Clover Health Investments seized top billing among meme stocks, surging 85.8%, the biggest percentage winner in the Nasdaq.Other stocks whose recent explosive trading volumes have been attributed to social media buzz, including GameStop Corp, Bed Bath & Beyond Inc, Workhorse Group and others, ended the session between 7% and 12% higher.“(Meme stocks) are where the action is, but you flip it over and look crypto and that’s a mess,” Nolte said. “Now the meme stocks are taking over from crypto as the place to be and it’s all a consequence of very easy monetary policy.”Reports from the U.S. Labor Department and National Federation of Independent Business appeared to confirm a labor shortage even as demand roars back to life, which could put upward pressure on wages, a precursor to wider inflation.Market participants look to Thursday’s consumer price index data for further clues regarding inflation, and how it could influence the Federal Reserve’s timetable for tightening its monetary policy.The Dow Jones Industrial Average fell 30.42 points, or 0.09%, to 34,599.82; the S&P 500 gained 0.74 points, or 0.02%, at 4,227.26; and the Nasdaq Composite added 43.19 points, or 0.31%, at 13,924.91.Of the 11 major sectors in the S&P 500, consumer discretionary enjoyed the biggest percentage gain, and utilities suffered the largest loss.Sales of Tesla Inc’s China-made electric cars jumped in May by 29%, marking a 177% year-on-year increase, according to the China Passenger Car Association. The stock erased initial gains on the news to close down 0.3%.Boeing Co shares were boosted by Southwest Airlines’ announcement that it had ordered 34 new 737 MAX aircraft, but the planemaker’s shares pared gains to end the session flat.GameStop, the company most closely associated with the Reddit-driven short squeeze phenomenon, is expected to report quarterly results after markets close on Wednesday.Advancing issues outnumbered decliners on the NYSE by a 1.74-to-1 ratio; on Nasdaq, a 1.66-to-1 ratio favored advancers.The S&P 500 posted 54 new 52-week highs and one new low; the Nasdaq Composite recorded 172 new highs and 16 new lows.Volume on U.S. exchanges was 11.82 billion shares, compared with the 10.75 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,"CLOV":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111776079,"gmtCreate":1622704504891,"gmtModify":1634098965447,"author":{"id":"3580728618221542","authorId":"3580728618221542","name":"Joq3","avatar":"https://static.tigerbbs.com/d6c74d6579de4c1c51d504c2c738ef80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580728618221542","idStr":"3580728618221542"},"themes":[],"title":"","htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/111776079","repostId":"1146528217","repostType":4,"repost":{"id":"1146528217","kind":"news","pubTimestamp":1622695494,"share":"https://www.laohunote.com/m/news/1146528217?lang=zh_CN&edition=full","pubTime":"2021-06-03 12:44","market":"us","language":"en","title":"Ignore Dogecoin -- These 3 Unique Stocks Are Infinitely Better Buys<blockquote>忽略狗狗币——这 3 只独特的股票无限值得购买</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1146528217","media":"The motley fool","summary":"These interesting companies are targeting huge market opportunities -- and can help keep your portfolio afloat in any market condition.Dogecoinhas emerged as one of the most hyped assets in the market today. This is understandable, considering that the cryptocurrency is up 7,733% so far this year, far ahead of the benchmarkS&P 500's returns of 11.84% in the same time frame.This makes Dogecoin a highly speculative investment for retail investors -- one that should mostly be avoided. Instead,NVIDI","content":"<p>These interesting companies are targeting huge market opportunities -- and can help keep your portfolio afloat in any market condition.</p><p><blockquote>这些有趣的公司瞄准了巨大的市场机会，可以帮助您在任何市场条件下保持投资组合的运转。</blockquote></p><p><b>Dogecoin</b>(CRYPTO:DOGE)has emerged as one of the most hyped assets in the market today. This is understandable, considering that the cryptocurrency is up 7,733% so far this year, far ahead of the benchmark<b>S&amp;P 500</b>'s returns of 11.84%&nbsp;in the same time frame.</p><p><blockquote><b>狗狗币</b>（加密货币：DOGE）已成为当今市场上最受炒作的资产之一。考虑到加密货币今年迄今已上涨 7,733%，远远领先于基准，这是可以理解的<b>标普500</b>同期回报率为11.84%。</blockquote></p><p>Investors, however, should also consider Dogecoin's high volatility. Dogecoin has tanked by more than 50% from its all-time high of $0.74 in the past month (so, yes, at one point it was up more than 14,000%). This cryptocurrency is not backed by any asset and hardly has anysustainable advantageover rivals in terms of transaction fees or processing and settlement speeds. And with no hard limit to the number of Dogecoins that can be mined, this cryptocurrency is extremely sensitive to headline risk.</p><p><blockquote>然而，投资者也应该考虑狗狗币的高波动性。在过去的一个月里，狗狗币从0.74美元的历史高点下跌了50%以上（所以，是的，一度上涨了14,000%以上）。这种加密货币没有任何资产支持，在交易费用或处理和结算速度方面几乎没有比竞争对手有任何可持续的优势。由于可以开采的狗狗币数量没有硬性限制，这种加密货币对头条风险极其敏感。</blockquote></p><p>This makes Dogecoin a highly speculative investment for retail investors -- one that should mostly be avoided. Instead,<b>NVIDIA</b>(NASDAQ:NVDA),<b>Skillz</b>(NYSE:SKLZ), and<b>Jushi Holdings</b>(OTC:JUSHF)can prove much better portfolio holdings in the long run.</p><p><blockquote>这使得狗狗币成为散户投资者的高度投机性投资——这是最应该避免的。相反，<b>英伟达</b>（纳斯达克股票代码：NVDA）<b>技能</b>（纽约证券交易所代码：SKLZ），以及<b>巨石控股</b>（场外交易代码：JUSHF）从长远来看可以证明更好的投资组合持有量。</blockquote></p><p>1. NVIDIA</p><p><blockquote>1.英伟达</blockquote></p><p>If you want to invest in leading-edge semiconductor technology powering artificial intelligence, cloud computing, autonomous driving, 5G, and several other next-generation trends, then NVIDIA may be exactly the right stock for you.</p><p><blockquote>如果您想投资推动人工智能、云计算、自动驾驶、5G 和其他几个下一代趋势的领先半导体技术，那么 NVIDIA 可能正是适合您的股票。</blockquote></p><p>In the first quarter of fiscal 2022 (ending May 2), NVIDIA reported stellar performance, despite the ongoing global semiconductor shortage. Revenue jumped 84% year over year to $5.66 billion, and diluted earnings per share (EPS) soared 106% to $3.03. In the first quarter, gaming revenue was up 106% year over year to $2.76 billion, while data center revenue jumped 79% year over year to $2.05 billion.</p><p><blockquote>尽管全球半导体短缺持续，但在 2022 财年第一季度（截至 5 月 2 日），英伟达仍公布了出色的业绩。收入同比增长 84%，达到 56.6 亿美元，稀释每股收益 (EPS) 飙升 106%，达到 3.03 美元。第一季度，游戏收入同比增长106%，达到27.6亿美元，数据中心收入同比增长79%，达到20.5亿美元。</blockquote></p><p>Long known as a leader in the gaming space for its graphic processing units (GPUs), NVIDIA further strengthened that position by launching GeForce RTX 30 Series GPUs in September. Since then, GeForce has triggered a massive GPU upgrade cycle in the gaming industry, and demand for NVIDIA-powered laptops and desktops from students, gamers, and creators has been outstripping supply.</p><p><blockquote>NVIDIA 长期以来一直以其图形处理单元 (GPU) 而闻名于游戏领域的领导者，9 月份推出了 GeForce RTX 30 系列 GPU，进一步巩固了这一地位。从那时起，GeForce在游戏行业引发了大规模的GPU升级周期，学生、游戏玩家和创作者对NVIDIA支持的笔记本电脑和台式机的需求一直供不应求。</blockquote></p><p>In fact, the RTX 30 series has played a pivotal role in helping NVIDIArecapture some shareof the discrete GPU market from<b>Advanced Micro Devices</b>(NASDAQ:AMD). (\"Discrete GPU\" refers to a GPU which is separate from the central processing unit, or CPU.) Subsequently, the company ended 2020 with83% of the discrete GPUmarket share.</p><p><blockquote>事实上，RTX 30 系列在帮助 Nvidia 重新夺回独立 GPU 市场的部分份额方面发挥了关键作用<b>先进微器件</b>（纳斯达克股票代码：AMD）（“独立GPU”是指与中央处理单元或CPU分开的GPU。）随后，该公司在2020年底拥有83%的独立GPU市场份额。</blockquote></p><p>NVIDIA's data center segment is witnessing solid demand from massive data-center customers building infrastructure for providing AI capabilities to their clients. Management has also announced plans to launch their first data center central processing unit (CPU), theARM-based\"Grace\" chip, by 2023. With the capability to work 10 times faster than existing servers, Grace CPU can further strengthen NVIDIA's position in the global data center market.</p><p><blockquote>NVIDIA 的数据中心部门正见证着大型数据中心客户的强劲需求，他们正在建设基础设施，为客户提供人工智能功能。管理层还宣布计划在2023年前推出他们的第一个数据中心中央处理单元（CPU），即基于ARM的“Grace”芯片。Grace CPU的工作速度比现有服务器快10倍，可以进一步巩固NVIDIA在全球数据中心市场的地位。</blockquote></p><p>With this backdrop, although NVIDIA trades at more than 40.8 times forward earnings, the premium valuation seems justified. Investors can earn handsome returns by picking up this market-leading semiconductor stock even at these elevated levels.</p><p><blockquote>在此背景下，尽管英伟达的预期市盈率超过 40.8 倍，但溢价估值似乎是合理的。即使在这些高水平上，投资者也可以通过购买这只市场领先的半导体股票来获得丰厚的回报。</blockquote></p><p>2. Skillz</p><p><blockquote>2. 技能</blockquote></p><p>Mobile esports platform Skillz has been on a wild ride in the past few months. The company IPOed via the special purpose acquisition company (SPAC) route at an opening price of $17.89 in December, reached as high as $46.30 in February, and then tanked to an all-time low of $12.40 in April. The dramatic drop has been associated with several factors, including investors moving from growth to value stocks, some adverse short-seller reports, ill-timed capital raises, and equity dilution involving significant insider selling.</p><p><blockquote>移动电子竞技平台Skillz在过去的几个月里一直在疯狂。该公司于 12 月通过特殊目的收购公司 (SPAC) 途径首次公开募股，开盘价为 17.89 美元，2 月份最高达到 46.30 美元，然后在 4 月份跌至 12.40 美元的历史低点。股价大幅下跌与多种因素有关，包括投资者从成长型股票转向价值型股票、一些不利的卖空报告、不合时宜的融资以及涉及大量内幕抛售的股权稀释。</blockquote></p><p>The sheer magnitude of Skillz's sell-off, however, seems unjustified. Skillz provides mobile game developers with a platform to organize competitions and then collects15% of the gross proceedspaid by players participating in these competitions. In the first quarter of fiscal 2021 (ending March 31), Skillz's monthly active users rose by 3.8% year over year to 2.7 million, and paying user count jumped by 81% to 467,000.</p><p><blockquote>然而，Skillz 抛售的规模似乎不合理。Skillz为手机游戏开发商提供了一个组织比赛的平台，然后收取参加这些比赛的玩家支付的总收入的15%。2021财年第一季度（截至3月31日），Skillz的月活跃用户同比增长3.8%至270万，付费用户数量跃升81%至46.7万。</blockquote></p><p>In an open letter to retail investors, Skillz founder and CEO Andrew Paradise highlighted the platform's high engagement level, noting that once users start paying, they stay with the company for the long run. While Skillz is currently focused only on paying users, Paradise's letter noted plans to explore other monetization methods, such as \"non-intrusive advertising\" and \"gamifying other industries and experiences,\" to add new revenue streams in the coming years.</p><p><blockquote>Skillz 创始人兼首席执行官 Andrew Paradise 在致散户投资者的一封公开信中强调了该平台的高参与度，并指出一旦用户开始付费，他们就会长期留在公司。虽然Skillz目前只专注于付费用户，但Paradise的信中指出，计划探索其他货币化方法，如“非侵入性广告”和“其他行业和体验的游戏化”，以在未来几年增加新的收入来源。</blockquote></p><p></p><p>In the first quarter, Skillz's revenues jumped 92% year over year to $84 million, ahead of its previous guidance of $80 million. The company also bumped up its year-over-year fiscal 2021 revenue growth estimate from 59% to 63%. However, this guidance does not include the potential gains from new game launches or entering new geographies.</p><p><blockquote>第一季度，Skillz 的收入同比增长 92%，达到 8400 万美元，高于之前 8000 万美元的指导。该公司还将 2021 财年收入同比增长预期从 59% 上调至 63%。但是，本指南不包括新游戏发布或进入新地区的潜在收益。</blockquote></p><p>The company has entered into a multi-year gaming agreement with the National Football League (NFL). While this deal will not add materially to Skillz's top line in fiscal 2021, it will attract more users to the platform. The company also plans to enter India by the end of fiscal 2021, a move expected to grow its addressable market by 65%. Against this backdrop, chances of Skillz reporting a steep revenue growth trajectory in coming quarters remains high.</p><p><blockquote>该公司已与美国国家橄榄球联盟 (NFL) 签订了多年博彩协议。虽然这笔交易不会大幅增加 Skillz 2021 财年的收入，但它将吸引更多用户使用该平台。该公司还计划在 2021 财年末进入印度，此举预计将使其潜在市场增长 65%。在此背景下，Skillz 在未来几个季度报告收入大幅增长的可能性仍然很高。</blockquote></p><p>Currently trading at 31 times trailing 12-month (TTM) sales, Skillz is still quite expensive, especially given that it's not profitable. However, the company is a solid bet on the growth potential of the mobile gaming market, which has expanded annually at a compounded average growth rate of 23% between 2015 and 2020. With a gross margin of 95%, a cash balance of $613 million, and zero debt, Skillz offers an attractive risk-reward proposition to retail investors.</p><p><blockquote>Skillz 目前的交易价格是过去 12 个月 (TTM) 销售额的 31 倍，但仍然相当昂贵，特别是考虑到它无利可图。然而，该公司坚定地押注于移动游戏市场的增长潜力，该市场在2015年至2020年期间以23%的复合平均增长率每年扩张。Skillz 的毛利率为 95%，现金余额为 6.13 亿美元，债务为零，为散户投资者提供了有吸引力的风险回报方案。</blockquote></p><p>3. Jushi Holdings</p><p><blockquote>3、巨石控股</blockquote></p><p>Shares of U.S. multi-state cannabis operator Jushi Holdings are up over 450% in the past 12 months -- and for a good reason. Although it's among the smallerU.S. cannabis companies, the company hasstrategically selected marketswith high growth potential and limited competition in which to operate, including Ohio, Pennsylvania, Virginia, Illinois, California, Nevada, and Massachusetts.</p><p><blockquote>美国多州大麻运营商巨石控股公司的股价在过去 12 个月中上涨了 450% 以上，这是有充分理由的。虽然它是美国较小的国家之一。大麻公司，该公司战略性地选择了具有高增长潜力且竞争有限的市场进行运营，包括俄亥俄州、宾夕法尼亚州、弗吉尼亚州、伊利诺伊州、加利福尼亚州、内华达州和马萨诸塞州。</blockquote></p><p>Jushi currently operates 11 medical marijuana dispensaries in Pennsylvania and plans to open an additional seven in 2021. This footprint seems even more impressive considering the fact that Pennsylvania's limited licensing structure reduces competition.</p><p><blockquote>巨石目前在宾夕法尼亚州经营着11家医用大麻药房，并计划在2021年再开设7家。考虑到宾夕法尼亚州有限的许可结构减少了竞争，这一足迹似乎更加令人印象深刻。</blockquote></p><p>There are 528,000 registered medical marijuana patients in Pennsylvania, and the market&nbsp;is expected to rake in $1.5 billion in revenues by 2023, meaning that Jushi stands to benefit dramatically in coming months. As Pennsylvania moves toward legalizing recreational marijuana, which is a major topic ahead of 2022 elections, Jushi's extensive presence can help establish its brands rapidly in this new market.</p><p><blockquote>宾夕法尼亚州有 528,000 名注册医用大麻患者，预计到 2023 年，该市场将带来 15 亿美元的收入，这意味着巨石将在未来几个月内大幅受益。随着宾夕法尼亚州走向娱乐大麻合法化，这是2022年选举前的一个主要话题，巨石的广泛存在可以帮助其在这个新市场快速建立品牌。</blockquote></p><p>Jushi currently operates four dispensaries in Illinois, a state which legalized sales of recreational cannabis starting Jan. 1, 2020. With an estimated 2021 annual run rate of $1.3 billion, Illinois is well-positioned to be a major revenue driver for the company. The company also holds one of the only five vertically integrated licenses in Virginia -- allowing it to cultivate, process, and sell medical cannabis to customers in a market with limited competition. Virginia is expected to commence recreational cannabis sales in 2024, which will further boost Jushi's addressable market.</p><p><blockquote>巨石目前在伊利诺伊州经营着四家药房，该州从2020年1月1日起将娱乐性大麻的销售合法化。伊利诺伊州预计2021年的年营业额为13亿美元，完全有能力成为该公司的主要收入驱动力。该公司还持有弗吉尼亚州仅有的五个垂直整合许可证之一，允许其在竞争有限的市场中种植、加工和向客户销售医用大麻。弗吉尼亚州预计将于 2024 年开始销售休闲大麻，这将进一步促进巨石的潜在市场。</blockquote></p><p>In first-quarter 2021 (ending March 31), Jushi's revenues rose 29% sequentially to $41.7 million. The company also has a strong balance sheet with $168 million cash and $82 million debt. Against the backdrop of a robust strategy and solid financials, Jushi could prove to be an attractive investment for retail investors.</p><p><blockquote>2021年第一季度（截至3月31日），巨石的收入环比增长29%，达到4170万美元。该公司还拥有强大的资产负债表，拥有 1.68 亿美元现金和 8200 万美元债务。在稳健的战略和稳健的财务状况的背景下，巨石可能会成为对散户投资者有吸引力的投资。</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>Ignore Dogecoin -- These 3 Unique Stocks Are Infinitely Better Buys<blockquote>忽略狗狗币——这 3 只独特的股票无限值得购买</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\">\nIgnore Dogecoin -- These 3 Unique Stocks Are Infinitely Better Buys<blockquote>忽略狗狗币——这 3 只独特的股票无限值得购买</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The motley fool</strong><span class=\"h-time small\">2021-06-03 12:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>These interesting companies are targeting huge market opportunities -- and can help keep your portfolio afloat in any market condition.</p><p><blockquote>这些有趣的公司瞄准了巨大的市场机会，可以帮助您在任何市场条件下保持投资组合的运转。</blockquote></p><p><b>Dogecoin</b>(CRYPTO:DOGE)has emerged as one of the most hyped assets in the market today. This is understandable, considering that the cryptocurrency is up 7,733% so far this year, far ahead of the benchmark<b>S&amp;P 500</b>'s returns of 11.84%&nbsp;in the same time frame.</p><p><blockquote><b>狗狗币</b>（加密货币：DOGE）已成为当今市场上最受炒作的资产之一。考虑到加密货币今年迄今已上涨 7,733%，远远领先于基准，这是可以理解的<b>标普500</b>同期回报率为11.84%。</blockquote></p><p>Investors, however, should also consider Dogecoin's high volatility. Dogecoin has tanked by more than 50% from its all-time high of $0.74 in the past month (so, yes, at one point it was up more than 14,000%). This cryptocurrency is not backed by any asset and hardly has anysustainable advantageover rivals in terms of transaction fees or processing and settlement speeds. And with no hard limit to the number of Dogecoins that can be mined, this cryptocurrency is extremely sensitive to headline risk.</p><p><blockquote>然而，投资者也应该考虑狗狗币的高波动性。在过去的一个月里，狗狗币从0.74美元的历史高点下跌了50%以上（所以，是的，一度上涨了14,000%以上）。这种加密货币没有任何资产支持，在交易费用或处理和结算速度方面几乎没有比竞争对手有任何可持续的优势。由于可以开采的狗狗币数量没有硬性限制，这种加密货币对头条风险极其敏感。</blockquote></p><p>This makes Dogecoin a highly speculative investment for retail investors -- one that should mostly be avoided. Instead,<b>NVIDIA</b>(NASDAQ:NVDA),<b>Skillz</b>(NYSE:SKLZ), and<b>Jushi Holdings</b>(OTC:JUSHF)can prove much better portfolio holdings in the long run.</p><p><blockquote>这使得狗狗币成为散户投资者的高度投机性投资——这是最应该避免的。相反，<b>英伟达</b>（纳斯达克股票代码：NVDA）<b>技能</b>（纽约证券交易所代码：SKLZ），以及<b>巨石控股</b>（场外交易代码：JUSHF）从长远来看可以证明更好的投资组合持有量。</blockquote></p><p>1. NVIDIA</p><p><blockquote>1.英伟达</blockquote></p><p>If you want to invest in leading-edge semiconductor technology powering artificial intelligence, cloud computing, autonomous driving, 5G, and several other next-generation trends, then NVIDIA may be exactly the right stock for you.</p><p><blockquote>如果您想投资推动人工智能、云计算、自动驾驶、5G 和其他几个下一代趋势的领先半导体技术，那么 NVIDIA 可能正是适合您的股票。</blockquote></p><p>In the first quarter of fiscal 2022 (ending May 2), NVIDIA reported stellar performance, despite the ongoing global semiconductor shortage. Revenue jumped 84% year over year to $5.66 billion, and diluted earnings per share (EPS) soared 106% to $3.03. In the first quarter, gaming revenue was up 106% year over year to $2.76 billion, while data center revenue jumped 79% year over year to $2.05 billion.</p><p><blockquote>尽管全球半导体短缺持续，但在 2022 财年第一季度（截至 5 月 2 日），英伟达仍公布了出色的业绩。收入同比增长 84%，达到 56.6 亿美元，稀释每股收益 (EPS) 飙升 106%，达到 3.03 美元。第一季度，游戏收入同比增长106%，达到27.6亿美元，数据中心收入同比增长79%，达到20.5亿美元。</blockquote></p><p>Long known as a leader in the gaming space for its graphic processing units (GPUs), NVIDIA further strengthened that position by launching GeForce RTX 30 Series GPUs in September. Since then, GeForce has triggered a massive GPU upgrade cycle in the gaming industry, and demand for NVIDIA-powered laptops and desktops from students, gamers, and creators has been outstripping supply.</p><p><blockquote>NVIDIA 长期以来一直以其图形处理单元 (GPU) 而闻名于游戏领域的领导者，9 月份推出了 GeForce RTX 30 系列 GPU，进一步巩固了这一地位。从那时起，GeForce在游戏行业引发了大规模的GPU升级周期，学生、游戏玩家和创作者对NVIDIA支持的笔记本电脑和台式机的需求一直供不应求。</blockquote></p><p>In fact, the RTX 30 series has played a pivotal role in helping NVIDIArecapture some shareof the discrete GPU market from<b>Advanced Micro Devices</b>(NASDAQ:AMD). (\"Discrete GPU\" refers to a GPU which is separate from the central processing unit, or CPU.) Subsequently, the company ended 2020 with83% of the discrete GPUmarket share.</p><p><blockquote>事实上，RTX 30 系列在帮助 Nvidia 重新夺回独立 GPU 市场的部分份额方面发挥了关键作用<b>先进微器件</b>（纳斯达克股票代码：AMD）（“独立GPU”是指与中央处理单元或CPU分开的GPU。）随后，该公司在2020年底拥有83%的独立GPU市场份额。</blockquote></p><p>NVIDIA's data center segment is witnessing solid demand from massive data-center customers building infrastructure for providing AI capabilities to their clients. Management has also announced plans to launch their first data center central processing unit (CPU), theARM-based\"Grace\" chip, by 2023. With the capability to work 10 times faster than existing servers, Grace CPU can further strengthen NVIDIA's position in the global data center market.</p><p><blockquote>NVIDIA 的数据中心部门正见证着大型数据中心客户的强劲需求，他们正在建设基础设施，为客户提供人工智能功能。管理层还宣布计划在2023年前推出他们的第一个数据中心中央处理单元（CPU），即基于ARM的“Grace”芯片。Grace CPU的工作速度比现有服务器快10倍，可以进一步巩固NVIDIA在全球数据中心市场的地位。</blockquote></p><p>With this backdrop, although NVIDIA trades at more than 40.8 times forward earnings, the premium valuation seems justified. Investors can earn handsome returns by picking up this market-leading semiconductor stock even at these elevated levels.</p><p><blockquote>在此背景下，尽管英伟达的预期市盈率超过 40.8 倍，但溢价估值似乎是合理的。即使在这些高水平上，投资者也可以通过购买这只市场领先的半导体股票来获得丰厚的回报。</blockquote></p><p>2. Skillz</p><p><blockquote>2. 技能</blockquote></p><p>Mobile esports platform Skillz has been on a wild ride in the past few months. The company IPOed via the special purpose acquisition company (SPAC) route at an opening price of $17.89 in December, reached as high as $46.30 in February, and then tanked to an all-time low of $12.40 in April. The dramatic drop has been associated with several factors, including investors moving from growth to value stocks, some adverse short-seller reports, ill-timed capital raises, and equity dilution involving significant insider selling.</p><p><blockquote>移动电子竞技平台Skillz在过去的几个月里一直在疯狂。该公司于 12 月通过特殊目的收购公司 (SPAC) 途径首次公开募股，开盘价为 17.89 美元，2 月份最高达到 46.30 美元，然后在 4 月份跌至 12.40 美元的历史低点。股价大幅下跌与多种因素有关，包括投资者从成长型股票转向价值型股票、一些不利的卖空报告、不合时宜的融资以及涉及大量内幕抛售的股权稀释。</blockquote></p><p>The sheer magnitude of Skillz's sell-off, however, seems unjustified. Skillz provides mobile game developers with a platform to organize competitions and then collects15% of the gross proceedspaid by players participating in these competitions. In the first quarter of fiscal 2021 (ending March 31), Skillz's monthly active users rose by 3.8% year over year to 2.7 million, and paying user count jumped by 81% to 467,000.</p><p><blockquote>然而，Skillz 抛售的规模似乎不合理。Skillz为手机游戏开发商提供了一个组织比赛的平台，然后收取参加这些比赛的玩家支付的总收入的15%。2021财年第一季度（截至3月31日），Skillz的月活跃用户同比增长3.8%至270万，付费用户数量跃升81%至46.7万。</blockquote></p><p>In an open letter to retail investors, Skillz founder and CEO Andrew Paradise highlighted the platform's high engagement level, noting that once users start paying, they stay with the company for the long run. While Skillz is currently focused only on paying users, Paradise's letter noted plans to explore other monetization methods, such as \"non-intrusive advertising\" and \"gamifying other industries and experiences,\" to add new revenue streams in the coming years.</p><p><blockquote>Skillz 创始人兼首席执行官 Andrew Paradise 在致散户投资者的一封公开信中强调了该平台的高参与度，并指出一旦用户开始付费，他们就会长期留在公司。虽然Skillz目前只专注于付费用户，但Paradise的信中指出，计划探索其他货币化方法，如“非侵入性广告”和“其他行业和体验的游戏化”，以在未来几年增加新的收入来源。</blockquote></p><p></p><p>In the first quarter, Skillz's revenues jumped 92% year over year to $84 million, ahead of its previous guidance of $80 million. The company also bumped up its year-over-year fiscal 2021 revenue growth estimate from 59% to 63%. However, this guidance does not include the potential gains from new game launches or entering new geographies.</p><p><blockquote>第一季度，Skillz 的收入同比增长 92%，达到 8400 万美元，高于之前 8000 万美元的指导。该公司还将 2021 财年收入同比增长预期从 59% 上调至 63%。但是，本指南不包括新游戏发布或进入新地区的潜在收益。</blockquote></p><p>The company has entered into a multi-year gaming agreement with the National Football League (NFL). While this deal will not add materially to Skillz's top line in fiscal 2021, it will attract more users to the platform. The company also plans to enter India by the end of fiscal 2021, a move expected to grow its addressable market by 65%. Against this backdrop, chances of Skillz reporting a steep revenue growth trajectory in coming quarters remains high.</p><p><blockquote>该公司已与美国国家橄榄球联盟 (NFL) 签订了多年博彩协议。虽然这笔交易不会大幅增加 Skillz 2021 财年的收入，但它将吸引更多用户使用该平台。该公司还计划在 2021 财年末进入印度，此举预计将使其潜在市场增长 65%。在此背景下，Skillz 在未来几个季度报告收入大幅增长的可能性仍然很高。</blockquote></p><p>Currently trading at 31 times trailing 12-month (TTM) sales, Skillz is still quite expensive, especially given that it's not profitable. However, the company is a solid bet on the growth potential of the mobile gaming market, which has expanded annually at a compounded average growth rate of 23% between 2015 and 2020. With a gross margin of 95%, a cash balance of $613 million, and zero debt, Skillz offers an attractive risk-reward proposition to retail investors.</p><p><blockquote>Skillz 目前的交易价格是过去 12 个月 (TTM) 销售额的 31 倍，但仍然相当昂贵，特别是考虑到它无利可图。然而，该公司坚定地押注于移动游戏市场的增长潜力，该市场在2015年至2020年期间以23%的复合平均增长率每年扩张。Skillz 的毛利率为 95%，现金余额为 6.13 亿美元，债务为零，为散户投资者提供了有吸引力的风险回报方案。</blockquote></p><p>3. Jushi Holdings</p><p><blockquote>3、巨石控股</blockquote></p><p>Shares of U.S. multi-state cannabis operator Jushi Holdings are up over 450% in the past 12 months -- and for a good reason. Although it's among the smallerU.S. cannabis companies, the company hasstrategically selected marketswith high growth potential and limited competition in which to operate, including Ohio, Pennsylvania, Virginia, Illinois, California, Nevada, and Massachusetts.</p><p><blockquote>美国多州大麻运营商巨石控股公司的股价在过去 12 个月中上涨了 450% 以上，这是有充分理由的。虽然它是美国较小的国家之一。大麻公司，该公司战略性地选择了具有高增长潜力且竞争有限的市场进行运营，包括俄亥俄州、宾夕法尼亚州、弗吉尼亚州、伊利诺伊州、加利福尼亚州、内华达州和马萨诸塞州。</blockquote></p><p>Jushi currently operates 11 medical marijuana dispensaries in Pennsylvania and plans to open an additional seven in 2021. This footprint seems even more impressive considering the fact that Pennsylvania's limited licensing structure reduces competition.</p><p><blockquote>巨石目前在宾夕法尼亚州经营着11家医用大麻药房，并计划在2021年再开设7家。考虑到宾夕法尼亚州有限的许可结构减少了竞争，这一足迹似乎更加令人印象深刻。</blockquote></p><p>There are 528,000 registered medical marijuana patients in Pennsylvania, and the market&nbsp;is expected to rake in $1.5 billion in revenues by 2023, meaning that Jushi stands to benefit dramatically in coming months. As Pennsylvania moves toward legalizing recreational marijuana, which is a major topic ahead of 2022 elections, Jushi's extensive presence can help establish its brands rapidly in this new market.</p><p><blockquote>宾夕法尼亚州有 528,000 名注册医用大麻患者，预计到 2023 年，该市场将带来 15 亿美元的收入，这意味着巨石将在未来几个月内大幅受益。随着宾夕法尼亚州走向娱乐大麻合法化，这是2022年选举前的一个主要话题，巨石的广泛存在可以帮助其在这个新市场快速建立品牌。</blockquote></p><p>Jushi currently operates four dispensaries in Illinois, a state which legalized sales of recreational cannabis starting Jan. 1, 2020. With an estimated 2021 annual run rate of $1.3 billion, Illinois is well-positioned to be a major revenue driver for the company. The company also holds one of the only five vertically integrated licenses in Virginia -- allowing it to cultivate, process, and sell medical cannabis to customers in a market with limited competition. Virginia is expected to commence recreational cannabis sales in 2024, which will further boost Jushi's addressable market.</p><p><blockquote>巨石目前在伊利诺伊州经营着四家药房，该州从2020年1月1日起将娱乐性大麻的销售合法化。伊利诺伊州预计2021年的年营业额为13亿美元，完全有能力成为该公司的主要收入驱动力。该公司还持有弗吉尼亚州仅有的五个垂直整合许可证之一，允许其在竞争有限的市场中种植、加工和向客户销售医用大麻。弗吉尼亚州预计将于 2024 年开始销售休闲大麻，这将进一步促进巨石的潜在市场。</blockquote></p><p>In first-quarter 2021 (ending March 31), Jushi's revenues rose 29% sequentially to $41.7 million. The company also has a strong balance sheet with $168 million cash and $82 million debt. Against the backdrop of a robust strategy and solid financials, Jushi could prove to be an attractive investment for retail investors.</p><p><blockquote>2021年第一季度（截至3月31日），巨石的收入环比增长29%，达到4170万美元。该公司还拥有强大的资产负债表，拥有 1.68 亿美元现金和 8200 万美元债务。在稳健的战略和稳健的财务状况的背景下，巨石可能会成为对散户投资者有吸引力的投资。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/06/02/ignore-dogecoin-these-3-unique-stocks-are-infinite/\">The motley fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达","JUSHF":"Jushi Holdings Inc."},"source_url":"https://www.fool.com/investing/2021/06/02/ignore-dogecoin-these-3-unique-stocks-are-infinite/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146528217","content_text":"These interesting companies are targeting huge market opportunities -- and can help keep your portfolio afloat in any market condition.Dogecoin(CRYPTO:DOGE)has emerged as one of the most hyped assets in the market today. This is understandable, considering that the cryptocurrency is up 7,733% so far this year, far ahead of the benchmarkS&P 500's returns of 11.84% in the same time frame.Investors, however, should also consider Dogecoin's high volatility. Dogecoin has tanked by more than 50% from its all-time high of $0.74 in the past month (so, yes, at one point it was up more than 14,000%). This cryptocurrency is not backed by any asset and hardly has anysustainable advantageover rivals in terms of transaction fees or processing and settlement speeds. And with no hard limit to the number of Dogecoins that can be mined, this cryptocurrency is extremely sensitive to headline risk.This makes Dogecoin a highly speculative investment for retail investors -- one that should mostly be avoided. Instead,NVIDIA(NASDAQ:NVDA),Skillz(NYSE:SKLZ), andJushi Holdings(OTC:JUSHF)can prove much better portfolio holdings in the long run.1. NVIDIAIf you want to invest in leading-edge semiconductor technology powering artificial intelligence, cloud computing, autonomous driving, 5G, and several other next-generation trends, then NVIDIA may be exactly the right stock for you.In the first quarter of fiscal 2022 (ending May 2), NVIDIA reported stellar performance, despite the ongoing global semiconductor shortage. Revenue jumped 84% year over year to $5.66 billion, and diluted earnings per share (EPS) soared 106% to $3.03. In the first quarter, gaming revenue was up 106% year over year to $2.76 billion, while data center revenue jumped 79% year over year to $2.05 billion.Long known as a leader in the gaming space for its graphic processing units (GPUs), NVIDIA further strengthened that position by launching GeForce RTX 30 Series GPUs in September. Since then, GeForce has triggered a massive GPU upgrade cycle in the gaming industry, and demand for NVIDIA-powered laptops and desktops from students, gamers, and creators has been outstripping supply.In fact, the RTX 30 series has played a pivotal role in helping NVIDIArecapture some shareof the discrete GPU market fromAdvanced Micro Devices(NASDAQ:AMD). (\"Discrete GPU\" refers to a GPU which is separate from the central processing unit, or CPU.) Subsequently, the company ended 2020 with83% of the discrete GPUmarket share.NVIDIA's data center segment is witnessing solid demand from massive data-center customers building infrastructure for providing AI capabilities to their clients. Management has also announced plans to launch their first data center central processing unit (CPU), theARM-based\"Grace\" chip, by 2023. With the capability to work 10 times faster than existing servers, Grace CPU can further strengthen NVIDIA's position in the global data center market.With this backdrop, although NVIDIA trades at more than 40.8 times forward earnings, the premium valuation seems justified. Investors can earn handsome returns by picking up this market-leading semiconductor stock even at these elevated levels.2. SkillzMobile esports platform Skillz has been on a wild ride in the past few months. The company IPOed via the special purpose acquisition company (SPAC) route at an opening price of $17.89 in December, reached as high as $46.30 in February, and then tanked to an all-time low of $12.40 in April. The dramatic drop has been associated with several factors, including investors moving from growth to value stocks, some adverse short-seller reports, ill-timed capital raises, and equity dilution involving significant insider selling.The sheer magnitude of Skillz's sell-off, however, seems unjustified. Skillz provides mobile game developers with a platform to organize competitions and then collects15% of the gross proceedspaid by players participating in these competitions. In the first quarter of fiscal 2021 (ending March 31), Skillz's monthly active users rose by 3.8% year over year to 2.7 million, and paying user count jumped by 81% to 467,000.In an open letter to retail investors, Skillz founder and CEO Andrew Paradise highlighted the platform's high engagement level, noting that once users start paying, they stay with the company for the long run. While Skillz is currently focused only on paying users, Paradise's letter noted plans to explore other monetization methods, such as \"non-intrusive advertising\" and \"gamifying other industries and experiences,\" to add new revenue streams in the coming years.In the first quarter, Skillz's revenues jumped 92% year over year to $84 million, ahead of its previous guidance of $80 million. The company also bumped up its year-over-year fiscal 2021 revenue growth estimate from 59% to 63%. However, this guidance does not include the potential gains from new game launches or entering new geographies.The company has entered into a multi-year gaming agreement with the National Football League (NFL). While this deal will not add materially to Skillz's top line in fiscal 2021, it will attract more users to the platform. The company also plans to enter India by the end of fiscal 2021, a move expected to grow its addressable market by 65%. Against this backdrop, chances of Skillz reporting a steep revenue growth trajectory in coming quarters remains high.Currently trading at 31 times trailing 12-month (TTM) sales, Skillz is still quite expensive, especially given that it's not profitable. However, the company is a solid bet on the growth potential of the mobile gaming market, which has expanded annually at a compounded average growth rate of 23% between 2015 and 2020. With a gross margin of 95%, a cash balance of $613 million, and zero debt, Skillz offers an attractive risk-reward proposition to retail investors.3. Jushi HoldingsShares of U.S. multi-state cannabis operator Jushi Holdings are up over 450% in the past 12 months -- and for a good reason. Although it's among the smallerU.S. cannabis companies, the company hasstrategically selected marketswith high growth potential and limited competition in which to operate, including Ohio, Pennsylvania, Virginia, Illinois, California, Nevada, and Massachusetts.Jushi currently operates 11 medical marijuana dispensaries in Pennsylvania and plans to open an additional seven in 2021. This footprint seems even more impressive considering the fact that Pennsylvania's limited licensing structure reduces competition.There are 528,000 registered medical marijuana patients in Pennsylvania, and the market is expected to rake in $1.5 billion in revenues by 2023, meaning that Jushi stands to benefit dramatically in coming months. As Pennsylvania moves toward legalizing recreational marijuana, which is a major topic ahead of 2022 elections, Jushi's extensive presence can help establish its brands rapidly in this new market.Jushi currently operates four dispensaries in Illinois, a state which legalized sales of recreational cannabis starting Jan. 1, 2020. With an estimated 2021 annual run rate of $1.3 billion, Illinois is well-positioned to be a major revenue driver for the company. The company also holds one of the only five vertically integrated licenses in Virginia -- allowing it to cultivate, process, and sell medical cannabis to customers in a market with limited competition. Virginia is expected to commence recreational cannabis sales in 2024, which will further boost Jushi's addressable market.In first-quarter 2021 (ending March 31), Jushi's revenues rose 29% sequentially to $41.7 million. The company also has a strong balance sheet with $168 million cash and $82 million debt. Against the backdrop of a robust strategy and solid financials, Jushi could prove to be an attractive investment for retail investors.","news_type":1,"symbols_score_info":{"NVDA":0.9,"JUSHF":0.9,"AMD":0.9,"SKLZ":0.9}},"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":113709093,"gmtCreate":1622637855312,"gmtModify":1634099714334,"author":{"id":"3580728618221542","authorId":"3580728618221542","name":"Joq3","avatar":"https://static.tigerbbs.com/d6c74d6579de4c1c51d504c2c738ef80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580728618221542","idStr":"3580728618221542"},"themes":[],"title":"","htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/113709093","repostId":"1181132025","repostType":4,"repost":{"id":"1181132025","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":1622636387,"share":"https://www.laohunote.com/m/news/1181132025?lang=zh_CN&edition=full","pubTime":"2021-06-02 20:19","market":"us","language":"en","title":"Toplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1181132025","media":"Tiger Newspress","summary":"S&P futures flat as investors bide time until key economic reportsAMC led 'meme stocks' higher again","content":"<p><ul><li>S&amp;P futures flat as investors bide time until key economic reports</li></ul><ul><li>AMC led 'meme stocks' higher again</li></ul>The latest leg of a surge in so-called \"meme stocks\" stood out in early moves on Wall Street on Wednesday, while futures tracking the main stock indexes were broadly flat ahead of closely watched economic data this week.</p><p><blockquote><ul><li>标准普尔期货持平，投资者等待关键经济报告发布</li></ul><ul><li>AMC带领“模因股”再次走高</li></ul>周三华尔街早盘，所谓“模因股票”的最新一波飙升表现突出，而在本周备受关注的经济数据公布之前，追踪主要股指的期货普遍持平。</blockquote></p><p>At 8:10 a.m. ET, Dow e-minis were up 29 points, or 0.08%, S&amp;P 500 e-minis were up 1.25 points, or 0.03%, and Nasdaq 100 e-minis were down 3.75 points, or 0.03%.</p><p><blockquote>美国东部时间上午 8:10，道琼斯电子迷你指数上涨 29 点，即 0.08%，标普500电子迷你指数上涨 1.25 点，即 0.03%，纳斯达克 100 电子迷你指数下跌 3.75 点，即 0.03%。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62983bd4f06e2229211aece573ee8ed9\" tg-width=\"1080\" tg-height=\"391\" referrerpolicy=\"no-referrer\"><span>*Source From Tiger Trade, EST 08:10</span></p><p><blockquote><p class=\"t-img-caption\"><span>*来源：Tiger Trade，美国东部时间 08:10</span></p></blockquote></p><p>AMC Entertainment Holdings Inc&nbsp;surged 23% to $40 in premarket trading, eyeing a record high with its stock trading 11 times analysts' median target price.</p><p><blockquote>AMC院线控股公司在盘前交易中飙升 23%，至 40 美元，其股价是分析师目标价中位数的 11 倍，有望创下历史新高。</blockquote></p><p>Later in the day, investors will turn to the Fed's Beige Book report, which will give a glimpse of the state of the economy based on conversations with business contacts.</p><p><blockquote>当天晚些时候，投资者将转向美联储的褐皮书报告，该报告将根据与商业联系人的对话，一窥经济状况。</blockquote></p><p><b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p><b>AMC Entertainment&nbsp;(AMC)</b> – AMC surged 23.7% in premarket trading following yesterday’s 22.7% jump. That came after the movie theater operator raised more than $230 million in a share sale to hedge fund Mudrick Capital, which is said to have immediately sold those shares at a profit.</p><p><blockquote><b>AMC院线（AMC）</b>- 继昨天上涨 22.7% 之后，AMC 在盘前交易中大涨 23.7%。此前，这家电影院运营商通过向对冲基金 Mudrick Capital 出售股票筹集了超过 2.3 亿美元，据说该基金立即出售了这些股票获利。</blockquote></p><p><b>BlackBerry&nbsp;(BB)</b>&nbsp;–&nbsp;BlackBerry's U.S.-listed shares rose about 20% in pre-market trading, bringing their total yearly gains to more than 75%.</p><p><blockquote><b>黑莓（BB）</b>– 黑莓在美国上市的股票在盘前交易中上涨约 20%，使其年度总涨幅超过 75%。</blockquote></p><p><b>Zoom Video&nbsp;(ZM)</b> – Zoom came in 33 cents a share ahead of estimates, with quarterly earnings of $1.33 per share. The video communications platform company’s revenue beat analysts’ forecasts as well, and the company gave upbeat guidance even as more people return to offices. Zoom shares gained 0.6% in the premarket.</p><p><blockquote><b>Zoom Video（ZM）</b>– Zoom 每股收益超出预期 33 美分，季度收益为每股 1.33 美元。这家视频通信平台公司的收入也超出了分析师的预测，即使越来越多的人重返办公室，该公司也给出了乐观的指引。Zoom 股价盘前上涨 0.6%。</blockquote></p><p><b>Tesla&nbsp;(TSLA)</b> – Tesla was reportedly told by the Securities and Exchange Commission, once in 2019 and once in 2020, that it had failed to properly approve tweets by CEO Elon Musk on two occasions. The Wall Street Journal cited documents obtained under the Freedom of Information Act, which point to one tweet about Tesla’s stock price and another about production levels.</p><p><blockquote><b>特斯拉（TSLA）</b>– 据报道，特斯拉在 2019 年和 2020 年分别被美国证券交易委员会告知，该委员会曾两次未能正确批准首席执行官埃隆·马斯克的推文。《华尔街日报》援引了根据《信息自由法》获得的文件，其中一条推文是关于特斯拉股价的，另一条是关于生产水平的。</blockquote></p><p><b>Etsy&nbsp;(ETSY) </b>– The online crafts marketplace announced&nbsp;a deal to buy fashion resale company Depop&nbsp;for $1.625 billion. London-based Depop will continue to operate as a separate marketplace after the deal is completed. Etsy rose 1% in the premarket.</p><p><blockquote><b>Etsy（Etsy）</b>– 在线工艺品市场宣布以 16.25 亿美元收购时尚转售公司 Depop。交易完成后，总部位于伦敦的 Depop 将继续作为一个独立的市场运营。Etsy 盘前上涨 1%。</blockquote></p><p><b>Taiwan Semiconductor&nbsp;(TSM)</b> – The chip maker has begun construction at a new chip plant in Arizona, according to Chief Executive Officer C.C. Wei. He said the planned factory remains on track to begin chip production in 2024.</p><p><blockquote><b>台积电（TSM）</b>– 据首席执行官 C.C. 称，该芯片制造商已开始在亚利桑那州建设一家新芯片工厂。魏。他表示，计划中的工厂仍有望于 2024 年开始芯片生产。</blockquote></p><p><b>RLX Technology&nbsp;(RLX)</b>&nbsp;–&nbsp;RLX Technology reported&nbsp;Q1 revenues $366.1 million,up 48.2% YOY;Non-GAAP net income&nbsp;was&nbsp;$93.2 million, up 45.6% YOY.The&nbsp;shares&nbsp;surged&nbsp;9%&nbsp;in premarket trading.</p><p><blockquote><b>RLX科技（RLX）</b>– RLX科技公布第一季度营收为 3.661 亿美元，同比增长 48.2%；非 GAAP 净利润为 9320 万美元，同比增长 45.6%。该股在盘前交易中飙升 9%。</blockquote></p><p><b>Moderna&nbsp;(MRNA)</b> – The drugmaker announced a partnership with life sciences company&nbsp;Thermo Fisher Scientific&nbsp;(TMO) to provide manufacturing and packaging services for Moderna’s Covid-19 vaccine as it seeks to ramp up production.</p><p><blockquote><b>现代（MRNA）</b>- 该制药商宣布与生命科学公司赛默飞世尔科学公司（TMO）合作，为 Moderna 公司的 Covid-19 疫苗提供生产和包装服务，以提高产量。</blockquote></p><p><b>Lands’ End&nbsp;(LE)</b> – The apparel retailer reported an unexpected profit of 8 cents per share, compared to a consensus forecast for a 29 cents per share quarterly loss. Revenue also exceeded estimates, helped by a jump in digital sales. Lands’ End surged 6.6% in premarket trading.</p><p><blockquote><b>土地尽头(LE)</b>– 这家服装零售商公布的每股意外利润为 8 美分，而市场普遍预测的季度亏损为每股 29 美分。得益于数字销售的激增，收入也超出了预期。Lands's End 在盘前交易中飙升 6.6%。</blockquote></p><p><b>Ambarella&nbsp;(AMBA) </b>– Ambarella beat estimates by 6 cents a share, with quarterly profit of 23 cents per share. The maker of video chips and components also saw its revenue beat Street projections, boosted by strong growth in the company’s automotive business. It also gave an upbeat outlook. Ambarella rallied 4.9% in the premarket.</p><p><blockquote><b>安巴雷拉（AMBA）</b>– 安霸每股收益超出预期 6 美分，季度利润为每股 23 美分。这家视频芯片和零部件制造商的收入也超出了华尔街的预期，这得益于公司汽车业务的强劲增长。它还给出了乐观的前景。安霸在盘前上涨 4.9%。</blockquote></p><p><b>Advance Auto Parts&nbsp;(AAP)</b> – The auto parts retailer earned $3.34 per share for its latest quarter, beating the consensus estimate of $3.08 a share. Revenue came in above estimates as well. Comparable-store sales increased 24.7%, slightly better than the 23% consensus estimate. Advance Auto noted sales strength from both do-it-yourself and professional customers.</p><p><blockquote><b>先进汽车零部件 (AAP)</b>– 这家汽车零部件零售商最新季度每股收益为 3.34 美元，超过了市场普遍预期的每股 3.08 美元。收入也高于预期。可比商店销售额增长 24.7%，略高于 23% 的普遍预期。Advance Auto 注意到来自 DIY 和专业客户的销售实力。</blockquote></p><p><b>Hewlett Packard Enterprise</b>&nbsp;<b>(HPE)</b> – Hewlett Packard Enterprise reported a quarterly profit of 46 cents per share, beating estimates by 4 cents a share. Revenue also topped Wall Street forecasts. The enterprise computing company posted its first year-over-year revenue growth since 2018, however it also reported a sequential decline in hardware profit margins. Its shares fell 1.8% in premarket trading.</p><p><blockquote><b>慧与</b> <b>（惠普）</b>– 慧与公布季度利润为每股 46 美分，超出预期每股 4 美分。收入也超出了华尔街的预期。这家企业计算公司公布了自2018年以来的首次收入同比增长，但它也报告了硬件利润率的连续下降。其股价在盘前交易中下跌 1.8%。</blockquote></p><p></p><p><b>Cinemark&nbsp;(CNK),IMAX&nbsp;(IMAX) </b>– Goldman Sachs downgraded both stocks to “sell” from “neutral,” saying an expected movie box office recovery in 2021 and 2022 is already reflected in the prices of both stocks and that there are “heightened risks” to that recovery. Cinemark lost 2.8% in premarket action, while IMAX fell 2.5%</p><p><blockquote><b>Cinemark (CNK)、IMAX (IMAX)</b>- 高盛将这两只股票的评级从 “中性 ”下调至 “卖出 ”，称 2021 年和 2022 年电影票房的预期复苏已经反映在这两只股票的价格中，而且这种复苏存在 “增加的风险”。Cinemark 盘前下跌 2.8%，IMAX 下跌 2.5%</blockquote></p><p><b>Scotts Miracle-Gro&nbsp;(SMG)</b> – Scotts raised its full-year financial outlook, as it expects the pandemic-related boost in sales of lawn and garden products to continue even as the pandemic recedes. Scotts now expects full-year sales growth of 17% to 19%, compared to a prior estimate of 8% to 12%. Scotts shares added 1% in premarket action.</p><p><blockquote><b>斯科茨奇迹-Gro (SMG)</b>– Scotts 上调了全年财务展望，因为它预计，即使疫情消退，与疫情相关的草坪和花园产品销售增长仍将持续。Scotts 目前预计全年销售额增长 17% 至 19%，而之前的预期为 8% 至 12%。斯科特股价在盘前交易中上涨 1%。</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>Toplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</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\">\nToplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</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\">2021-06-02 20:19</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><ul><li>S&amp;P futures flat as investors bide time until key economic reports</li></ul><ul><li>AMC led 'meme stocks' higher again</li></ul>The latest leg of a surge in so-called \"meme stocks\" stood out in early moves on Wall Street on Wednesday, while futures tracking the main stock indexes were broadly flat ahead of closely watched economic data this week.</p><p><blockquote><ul><li>标准普尔期货持平，投资者等待关键经济报告发布</li></ul><ul><li>AMC带领“模因股”再次走高</li></ul>周三华尔街早盘，所谓“模因股票”的最新一波飙升表现突出，而在本周备受关注的经济数据公布之前，追踪主要股指的期货普遍持平。</blockquote></p><p>At 8:10 a.m. ET, Dow e-minis were up 29 points, or 0.08%, S&amp;P 500 e-minis were up 1.25 points, or 0.03%, and Nasdaq 100 e-minis were down 3.75 points, or 0.03%.</p><p><blockquote>美国东部时间上午 8:10，道琼斯电子迷你指数上涨 29 点，即 0.08%，标普500电子迷你指数上涨 1.25 点，即 0.03%，纳斯达克 100 电子迷你指数下跌 3.75 点，即 0.03%。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62983bd4f06e2229211aece573ee8ed9\" tg-width=\"1080\" tg-height=\"391\" referrerpolicy=\"no-referrer\"><span>*Source From Tiger Trade, EST 08:10</span></p><p><blockquote><p class=\"t-img-caption\"><span>*来源：Tiger Trade，美国东部时间 08:10</span></p></blockquote></p><p>AMC Entertainment Holdings Inc&nbsp;surged 23% to $40 in premarket trading, eyeing a record high with its stock trading 11 times analysts' median target price.</p><p><blockquote>AMC院线控股公司在盘前交易中飙升 23%，至 40 美元，其股价是分析师目标价中位数的 11 倍，有望创下历史新高。</blockquote></p><p>Later in the day, investors will turn to the Fed's Beige Book report, which will give a glimpse of the state of the economy based on conversations with business contacts.</p><p><blockquote>当天晚些时候，投资者将转向美联储的褐皮书报告，该报告将根据与商业联系人的对话，一窥经济状况。</blockquote></p><p><b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p><b>AMC Entertainment&nbsp;(AMC)</b> – AMC surged 23.7% in premarket trading following yesterday’s 22.7% jump. That came after the movie theater operator raised more than $230 million in a share sale to hedge fund Mudrick Capital, which is said to have immediately sold those shares at a profit.</p><p><blockquote><b>AMC院线（AMC）</b>- 继昨天上涨 22.7% 之后，AMC 在盘前交易中大涨 23.7%。此前，这家电影院运营商通过向对冲基金 Mudrick Capital 出售股票筹集了超过 2.3 亿美元，据说该基金立即出售了这些股票获利。</blockquote></p><p><b>BlackBerry&nbsp;(BB)</b>&nbsp;–&nbsp;BlackBerry's U.S.-listed shares rose about 20% in pre-market trading, bringing their total yearly gains to more than 75%.</p><p><blockquote><b>黑莓（BB）</b>– 黑莓在美国上市的股票在盘前交易中上涨约 20%，使其年度总涨幅超过 75%。</blockquote></p><p><b>Zoom Video&nbsp;(ZM)</b> – Zoom came in 33 cents a share ahead of estimates, with quarterly earnings of $1.33 per share. The video communications platform company’s revenue beat analysts’ forecasts as well, and the company gave upbeat guidance even as more people return to offices. Zoom shares gained 0.6% in the premarket.</p><p><blockquote><b>Zoom Video（ZM）</b>– Zoom 每股收益超出预期 33 美分，季度收益为每股 1.33 美元。这家视频通信平台公司的收入也超出了分析师的预测，即使越来越多的人重返办公室，该公司也给出了乐观的指引。Zoom 股价盘前上涨 0.6%。</blockquote></p><p><b>Tesla&nbsp;(TSLA)</b> – Tesla was reportedly told by the Securities and Exchange Commission, once in 2019 and once in 2020, that it had failed to properly approve tweets by CEO Elon Musk on two occasions. The Wall Street Journal cited documents obtained under the Freedom of Information Act, which point to one tweet about Tesla’s stock price and another about production levels.</p><p><blockquote><b>特斯拉（TSLA）</b>– 据报道，特斯拉在 2019 年和 2020 年分别被美国证券交易委员会告知，该委员会曾两次未能正确批准首席执行官埃隆·马斯克的推文。《华尔街日报》援引了根据《信息自由法》获得的文件，其中一条推文是关于特斯拉股价的，另一条是关于生产水平的。</blockquote></p><p><b>Etsy&nbsp;(ETSY) </b>– The online crafts marketplace announced&nbsp;a deal to buy fashion resale company Depop&nbsp;for $1.625 billion. London-based Depop will continue to operate as a separate marketplace after the deal is completed. Etsy rose 1% in the premarket.</p><p><blockquote><b>Etsy（Etsy）</b>– 在线工艺品市场宣布以 16.25 亿美元收购时尚转售公司 Depop。交易完成后，总部位于伦敦的 Depop 将继续作为一个独立的市场运营。Etsy 盘前上涨 1%。</blockquote></p><p><b>Taiwan Semiconductor&nbsp;(TSM)</b> – The chip maker has begun construction at a new chip plant in Arizona, according to Chief Executive Officer C.C. Wei. He said the planned factory remains on track to begin chip production in 2024.</p><p><blockquote><b>台积电（TSM）</b>– 据首席执行官 C.C. 称，该芯片制造商已开始在亚利桑那州建设一家新芯片工厂。魏。他表示，计划中的工厂仍有望于 2024 年开始芯片生产。</blockquote></p><p><b>RLX Technology&nbsp;(RLX)</b>&nbsp;–&nbsp;RLX Technology reported&nbsp;Q1 revenues $366.1 million,up 48.2% YOY;Non-GAAP net income&nbsp;was&nbsp;$93.2 million, up 45.6% YOY.The&nbsp;shares&nbsp;surged&nbsp;9%&nbsp;in premarket trading.</p><p><blockquote><b>RLX科技（RLX）</b>– RLX科技公布第一季度营收为 3.661 亿美元，同比增长 48.2%；非 GAAP 净利润为 9320 万美元，同比增长 45.6%。该股在盘前交易中飙升 9%。</blockquote></p><p><b>Moderna&nbsp;(MRNA)</b> – The drugmaker announced a partnership with life sciences company&nbsp;Thermo Fisher Scientific&nbsp;(TMO) to provide manufacturing and packaging services for Moderna’s Covid-19 vaccine as it seeks to ramp up production.</p><p><blockquote><b>现代（MRNA）</b>- 该制药商宣布与生命科学公司赛默飞世尔科学公司（TMO）合作，为 Moderna 公司的 Covid-19 疫苗提供生产和包装服务，以提高产量。</blockquote></p><p><b>Lands’ End&nbsp;(LE)</b> – The apparel retailer reported an unexpected profit of 8 cents per share, compared to a consensus forecast for a 29 cents per share quarterly loss. Revenue also exceeded estimates, helped by a jump in digital sales. Lands’ End surged 6.6% in premarket trading.</p><p><blockquote><b>土地尽头(LE)</b>– 这家服装零售商公布的每股意外利润为 8 美分，而市场普遍预测的季度亏损为每股 29 美分。得益于数字销售的激增，收入也超出了预期。Lands's End 在盘前交易中飙升 6.6%。</blockquote></p><p><b>Ambarella&nbsp;(AMBA) </b>– Ambarella beat estimates by 6 cents a share, with quarterly profit of 23 cents per share. The maker of video chips and components also saw its revenue beat Street projections, boosted by strong growth in the company’s automotive business. It also gave an upbeat outlook. Ambarella rallied 4.9% in the premarket.</p><p><blockquote><b>安巴雷拉（AMBA）</b>– 安霸每股收益超出预期 6 美分，季度利润为每股 23 美分。这家视频芯片和零部件制造商的收入也超出了华尔街的预期，这得益于公司汽车业务的强劲增长。它还给出了乐观的前景。安霸在盘前上涨 4.9%。</blockquote></p><p><b>Advance Auto Parts&nbsp;(AAP)</b> – The auto parts retailer earned $3.34 per share for its latest quarter, beating the consensus estimate of $3.08 a share. Revenue came in above estimates as well. Comparable-store sales increased 24.7%, slightly better than the 23% consensus estimate. Advance Auto noted sales strength from both do-it-yourself and professional customers.</p><p><blockquote><b>先进汽车零部件 (AAP)</b>– 这家汽车零部件零售商最新季度每股收益为 3.34 美元，超过了市场普遍预期的每股 3.08 美元。收入也高于预期。可比商店销售额增长 24.7%，略高于 23% 的普遍预期。Advance Auto 注意到来自 DIY 和专业客户的销售实力。</blockquote></p><p><b>Hewlett Packard Enterprise</b>&nbsp;<b>(HPE)</b> – Hewlett Packard Enterprise reported a quarterly profit of 46 cents per share, beating estimates by 4 cents a share. Revenue also topped Wall Street forecasts. The enterprise computing company posted its first year-over-year revenue growth since 2018, however it also reported a sequential decline in hardware profit margins. Its shares fell 1.8% in premarket trading.</p><p><blockquote><b>慧与</b> <b>（惠普）</b>– 慧与公布季度利润为每股 46 美分，超出预期每股 4 美分。收入也超出了华尔街的预期。这家企业计算公司公布了自2018年以来的首次收入同比增长，但它也报告了硬件利润率的连续下降。其股价在盘前交易中下跌 1.8%。</blockquote></p><p></p><p><b>Cinemark&nbsp;(CNK),IMAX&nbsp;(IMAX) </b>– Goldman Sachs downgraded both stocks to “sell” from “neutral,” saying an expected movie box office recovery in 2021 and 2022 is already reflected in the prices of both stocks and that there are “heightened risks” to that recovery. Cinemark lost 2.8% in premarket action, while IMAX fell 2.5%</p><p><blockquote><b>Cinemark (CNK)、IMAX (IMAX)</b>- 高盛将这两只股票的评级从 “中性 ”下调至 “卖出 ”，称 2021 年和 2022 年电影票房的预期复苏已经反映在这两只股票的价格中，而且这种复苏存在 “增加的风险”。Cinemark 盘前下跌 2.8%，IMAX 下跌 2.5%</blockquote></p><p><b>Scotts Miracle-Gro&nbsp;(SMG)</b> – Scotts raised its full-year financial outlook, as it expects the pandemic-related boost in sales of lawn and garden products to continue even as the pandemic recedes. Scotts now expects full-year sales growth of 17% to 19%, compared to a prior estimate of 8% to 12%. Scotts shares added 1% in premarket action.</p><p><blockquote><b>斯科茨奇迹-Gro (SMG)</b>– Scotts 上调了全年财务展望，因为它预计，即使疫情消退，与疫情相关的草坪和花园产品销售增长仍将持续。Scotts 目前预计全年销售额增长 17% 至 19%，而之前的预期为 8% 至 12%。斯科特股价在盘前交易中上涨 1%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","RLX":"雾芯科技","TSM":"台积电","BB":"黑莓","MRNA":"Moderna, Inc.",".SPX":"S&P 500 Index","TSLA":"特斯拉","ETSY":"Etsy, Inc.",".DJI":"道琼斯","AMC":"AMC院线"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181132025","content_text":"S&P futures flat as investors bide time until key economic reportsAMC led 'meme stocks' higher againThe latest leg of a surge in so-called \"meme stocks\" stood out in early moves on Wall Street on Wednesday, while futures tracking the main stock indexes were broadly flat ahead of closely watched economic data this week.At 8:10 a.m. ET, Dow e-minis were up 29 points, or 0.08%, S&P 500 e-minis were up 1.25 points, or 0.03%, and Nasdaq 100 e-minis were down 3.75 points, or 0.03%.*Source From Tiger Trade, EST 08:10AMC Entertainment Holdings Inc surged 23% to $40 in premarket trading, eyeing a record high with its stock trading 11 times analysts' median target price.Later in the day, investors will turn to the Fed's Beige Book report, which will give a glimpse of the state of the economy based on conversations with business contacts.Stocks making the biggest moves in the premarket:AMC Entertainment (AMC) – AMC surged 23.7% in premarket trading following yesterday’s 22.7% jump. That came after the movie theater operator raised more than $230 million in a share sale to hedge fund Mudrick Capital, which is said to have immediately sold those shares at a profit.BlackBerry (BB) – BlackBerry's U.S.-listed shares rose about 20% in pre-market trading, bringing their total yearly gains to more than 75%.Zoom Video (ZM) – Zoom came in 33 cents a share ahead of estimates, with quarterly earnings of $1.33 per share. The video communications platform company’s revenue beat analysts’ forecasts as well, and the company gave upbeat guidance even as more people return to offices. Zoom shares gained 0.6% in the premarket.Tesla (TSLA) – Tesla was reportedly told by the Securities and Exchange Commission, once in 2019 and once in 2020, that it had failed to properly approve tweets by CEO Elon Musk on two occasions. The Wall Street Journal cited documents obtained under the Freedom of Information Act, which point to one tweet about Tesla’s stock price and another about production levels.Etsy (ETSY) – The online crafts marketplace announced a deal to buy fashion resale company Depop for $1.625 billion. London-based Depop will continue to operate as a separate marketplace after the deal is completed. Etsy rose 1% in the premarket.Taiwan Semiconductor (TSM) – The chip maker has begun construction at a new chip plant in Arizona, according to Chief Executive Officer C.C. Wei. He said the planned factory remains on track to begin chip production in 2024.RLX Technology (RLX) – RLX Technology reported Q1 revenues $366.1 million,up 48.2% YOY;Non-GAAP net income was $93.2 million, up 45.6% YOY.The shares surged 9% in premarket trading.Moderna (MRNA) – The drugmaker announced a partnership with life sciences company Thermo Fisher Scientific (TMO) to provide manufacturing and packaging services for Moderna’s Covid-19 vaccine as it seeks to ramp up production.Lands’ End (LE) – The apparel retailer reported an unexpected profit of 8 cents per share, compared to a consensus forecast for a 29 cents per share quarterly loss. Revenue also exceeded estimates, helped by a jump in digital sales. Lands’ End surged 6.6% in premarket trading.Ambarella (AMBA) – Ambarella beat estimates by 6 cents a share, with quarterly profit of 23 cents per share. The maker of video chips and components also saw its revenue beat Street projections, boosted by strong growth in the company’s automotive business. It also gave an upbeat outlook. Ambarella rallied 4.9% in the premarket.Advance Auto Parts (AAP) – The auto parts retailer earned $3.34 per share for its latest quarter, beating the consensus estimate of $3.08 a share. Revenue came in above estimates as well. Comparable-store sales increased 24.7%, slightly better than the 23% consensus estimate. Advance Auto noted sales strength from both do-it-yourself and professional customers.Hewlett Packard Enterprise (HPE) – Hewlett Packard Enterprise reported a quarterly profit of 46 cents per share, beating estimates by 4 cents a share. Revenue also topped Wall Street forecasts. The enterprise computing company posted its first year-over-year revenue growth since 2018, however it also reported a sequential decline in hardware profit margins. Its shares fell 1.8% in premarket trading.Cinemark (CNK),IMAX (IMAX) – Goldman Sachs downgraded both stocks to “sell” from “neutral,” saying an expected movie box office recovery in 2021 and 2022 is already reflected in the prices of both stocks and that there are “heightened risks” to that recovery. Cinemark lost 2.8% in premarket action, while IMAX fell 2.5%Scotts Miracle-Gro (SMG) – Scotts raised its full-year financial outlook, as it expects the pandemic-related boost in sales of lawn and garden products to continue even as the pandemic recedes. Scotts now expects full-year sales growth of 17% to 19%, compared to a prior estimate of 8% to 12%. Scotts shares added 1% in premarket action.","news_type":1,"symbols_score_info":{".IXIC":0.9,"NQmain":0.9,"MRNA":0.9,"AMC":0.9,".SPX":0.9,".DJI":0.9,"YMmain":0.9,"RLX":0.9,"TSLA":0.9,"TSM":0.9,"ETSY":0.9,"ESmain":0.9,"BB":0.9}},"isVote":1,"tweetType":1,"viewCount":530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}