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Mikaelocw

Mikaelocw

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2021-10-27

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Semiconductor technology company Arteris rose over 15% in morning trading with its IPO price at $14 per share<blockquote>半导体技术公司 Arteris 在早盘交易中上涨超过 15%，IPO 价格为每股 14 美元</blockquote>

2021-08-24

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Palantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.<blockquote>Palantir是一个谜。其股票的机会要明显得多。</blockquote>

2021-06-15

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2021-09-11

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2021-07-10

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US IPO Week Ahead: Real estate, post-pandemic plays and more in an 9 IPO week<blockquote>美国 IPO 周即将到来：房地产、大流行后的戏剧等 IPO 周第 9 周</blockquote>

2021-07-27

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Tesla sales surge 98%; company boosts margins on its less-costly electric cars<blockquote>特斯拉销量激增98%；公司提高低成本电动汽车的利润率</blockquote>

2021-08-14

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2021-08-10

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Coinbase's Head Of Capital Markets Resigns After Crypto Exchange Reportedly Shifts Focus<blockquote>据报道，加密货币交易所转移重点后，Coinbase 资本市场主管辞职</blockquote>

2021-07-10

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Taiwan Semiconductor Vs. United Microelectronics Stock: Which Is The Better Buy?<blockquote>台积电与联合微电子股票：哪个更值得购买？</blockquote>

2021-10-12

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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\">\nSemiconductor stocks slid in morning trading<blockquote>半导体股早盘下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-03 22:57</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Semiconductor stocks slid in morning trading.Nvidia,TSMC,ASML&nbsp;and&nbsp;AMD&nbsp;fell&nbsp;about&nbsp;2%&nbsp;while&nbsp;Marvell Technology&nbsp;soared&nbsp;17%.</p><p><blockquote>半导体股早盘下跌.英伟达、台积电、ASML 和 AMD 下跌约 2%，而 Marvell Technology 飙升 17%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e4d133b94a6a4da67cbdefb76522317d\" tg-width=\"405\" tg-height=\"302\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164103185","content_text":"Semiconductor stocks slid in morning trading.Nvidia,TSMC,ASML and AMD fell about 2% while Marvell Technology soared 17%.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":4142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872015394,"gmtCreate":1637374828102,"gmtModify":1637374828187,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581223392197361","authorIdStr":"3581223392197361"},"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/872015394","repostId":"1113013707","repostType":4,"repost":{"id":"1113013707","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":1637315367,"share":"https://www.laohunote.com/m/news/1113013707?lang=zh_CN&edition=full","pubTime":"2021-11-19 17:49","market":"us","language":"en","title":"EV stocks rallied in premarket trading<blockquote>电动汽车股在盘前交易中上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1113013707","media":"Tiger Newspress","summary":"EV stocks rallied in premarket trading.Canoo,Rivian,Fisker,Nikola,Lucid,Arrival&nbsp;and&nbsp;Xpeng Motors&nbsp;climbed between 1% and 6%.While&nbsp;Sono Group&nbsp;continued&nbsp;to&nbsp;fell&nbsp;3%.","content":"<p>EV stocks rallied in premarket trading.Canoo,Rivian,Fisker,Nikola,Lucid,Arrival&nbsp;and&nbsp;Xpeng Motors&nbsp;climbed between 1% and 6%.While&nbsp;Sono Group&nbsp;continued&nbsp;to&nbsp;fell&nbsp;3%.</p><p><blockquote>电动汽车股票在盘前交易中上涨.Canoo、Rivian、Fisker、Nikola、Lucid、Arrival和小鹏汽车上涨1%至6%.而索诺集团继续下跌3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0b1d3d532192ea2aa469bc7a9b67ddc4\" tg-width=\"406\" tg-height=\"482\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV stocks rallied in premarket trading<blockquote>电动汽车股在盘前交易中上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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#7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV stocks rallied in premarket trading<blockquote>电动汽车股在盘前交易中上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-19 17:49</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>EV stocks rallied in premarket trading.Canoo,Rivian,Fisker,Nikola,Lucid,Arrival&nbsp;and&nbsp;Xpeng Motors&nbsp;climbed between 1% and 6%.While&nbsp;Sono Group&nbsp;continued&nbsp;to&nbsp;fell&nbsp;3%.</p><p><blockquote>电动汽车股票在盘前交易中上涨.Canoo、Rivian、Fisker、Nikola、Lucid、Arrival和小鹏汽车上涨1%至6%.而索诺集团继续下跌3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0b1d3d532192ea2aa469bc7a9b67ddc4\" tg-width=\"406\" tg-height=\"482\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FSR":"菲斯克","RIVN":"Rivian Automotive, Inc.","XPEV":"小鹏集团","LCID":"Lucid Group Inc","SEV":"Aptera Motors"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113013707","content_text":"EV stocks rallied in premarket trading.Canoo,Rivian,Fisker,Nikola,Lucid,Arrival and Xpeng Motors climbed between 1% and 6%.While Sono Group continued to fell 3%.","news_type":1,"symbols_score_info":{"XPEV":0.9,"RIVN":0.9,"GOEV":0.9,"ARVL":0.9,"FSR":0.9,"SEV":0.9,"NKLA":0.9,"LCID":0.9}},"isVote":1,"tweetType":1,"viewCount":3236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855860073,"gmtCreate":1635349917264,"gmtModify":1635349917393,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581223392197361","authorIdStr":"3581223392197361"},"themes":[],"title":"","htmlText":"Please like&nbsp;","listText":"Please like&nbsp;","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/855860073","repostId":"1187905821","repostType":4,"repost":{"id":"1187905821","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":1635348343,"share":"https://www.laohunote.com/m/news/1187905821?lang=zh_CN&edition=full","pubTime":"2021-10-27 23:25","market":"us","language":"en","title":"Semiconductor technology company Arteris rose over 15% in morning trading with its IPO price at $14 per share<blockquote>半导体技术公司 Arteris 在早盘交易中上涨超过 15%，IPO 价格为每股 14 美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1187905821","media":"Tiger Newspress","summary":"Semiconductor technology company Arteris rose over 15% in morning trading with its IPO price at $14 ","content":"<p>Semiconductor technology company Arteris rose over&nbsp;15% in morning trading with its IPO price at $14 per share.<img src=\"https://static.tigerbbs.com/0d4003fe711de5e229e45e9f34eec12e\" tg-width=\"776\" tg-height=\"567\" width=\"100%\" height=\"auto\">Founded in 2003 as Arteris IP, Arteris is a leading provider of interconnection and other intellectual property (IP) technologies that manage on-chip communications in System-on-Chip (SoC) semiconductor devices.</p><p><blockquote>半导体技术公司 Arteris 在早盘交易中上涨超过 15%，其 IPO 价格为每股 14 美元。Arteris成立于2003年，名为Arteris IP，是互连和其他知识产权（IP）技术的领先供应商，管理片上系统（SoC）半导体器件中的片上通信。</blockquote></p><p> In 2019-2020, the company's revenue was US $26.73 million and US $27.41 million respectively, and the corresponding net profit and loss during this period were US $5.84 million and US $3.26 million respectively. In the first half of 2021, its revenue was US $16.22 million, compared with US $8.8 million in the same period of last year, and the corresponding net profit recorded losses of US $10.63 million and US $6.7 million.</p><p><blockquote>2019-2020年，公司营收分别为2673万美元和2741万美元，对应的期内净利润和亏损分别为584万美元和326万美元。2021年上半年，其营收为1622万美元，去年同期为880万美元，相应净利润录得亏损1063万美元和670万美元。</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>Semiconductor technology company Arteris rose over 15% in morning trading with its IPO price at $14 per share<blockquote>半导体技术公司 Arteris 在早盘交易中上涨超过 15%，IPO 价格为每股 14 美元</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSemiconductor technology company Arteris rose over 15% in morning trading with its IPO price at $14 per share<blockquote>半导体技术公司 Arteris 在早盘交易中上涨超过 15%，IPO 价格为每股 14 美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-27 23:25</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Semiconductor technology company Arteris rose over&nbsp;15% in morning trading with its IPO price at $14 per share.<img src=\"https://static.tigerbbs.com/0d4003fe711de5e229e45e9f34eec12e\" tg-width=\"776\" tg-height=\"567\" width=\"100%\" height=\"auto\">Founded in 2003 as Arteris IP, Arteris is a leading provider of interconnection and other intellectual property (IP) technologies that manage on-chip communications in System-on-Chip (SoC) semiconductor devices.</p><p><blockquote>半导体技术公司 Arteris 在早盘交易中上涨超过 15%，其 IPO 价格为每股 14 美元。Arteris成立于2003年，名为Arteris IP，是互连和其他知识产权（IP）技术的领先供应商，管理片上系统（SoC）半导体器件中的片上通信。</blockquote></p><p> In 2019-2020, the company's revenue was US $26.73 million and US $27.41 million respectively, and the corresponding net profit and loss during this period were US $5.84 million and US $3.26 million respectively. In the first half of 2021, its revenue was US $16.22 million, compared with US $8.8 million in the same period of last year, and the corresponding net profit recorded losses of US $10.63 million and US $6.7 million.</p><p><blockquote>2019-2020年，公司营收分别为2673万美元和2741万美元，对应的期内净利润和亏损分别为584万美元和326万美元。2021年上半年，其营收为1622万美元，去年同期为880万美元，相应净利润录得亏损1063万美元和670万美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AIP":"Arteris, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187905821","content_text":"Semiconductor technology company Arteris rose over 15% in morning trading with its IPO price at $14 per share.Founded in 2003 as Arteris IP, Arteris is a leading provider of interconnection and other intellectual property (IP) technologies that manage on-chip communications in System-on-Chip (SoC) semiconductor devices.\nIn 2019-2020, the company's revenue was US $26.73 million and US $27.41 million respectively, and the corresponding net profit and loss during this period were US $5.84 million and US $3.26 million respectively. In the first half of 2021, its revenue was US $16.22 million, compared with US $8.8 million in the same period of last year, and the corresponding net profit recorded losses of US $10.63 million and US $6.7 million.","news_type":1,"symbols_score_info":{"AIP":0.9}},"isVote":1,"tweetType":1,"viewCount":3154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856202528,"gmtCreate":1635178221911,"gmtModify":1635178222004,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581223392197361","authorIdStr":"3581223392197361"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856202528","repostId":"1124896858","repostType":4,"repost":{"id":"1124896858","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":1635173369,"share":"https://www.laohunote.com/m/news/1124896858?lang=zh_CN&edition=full","pubTime":"2021-10-25 22:49","market":"us","language":"en","title":"Bloom Surged more than 30% on $4.5 Billion Fuel-Cell Deal with SK Group<blockquote>Bloom 与 SK 集团达成价值 45 亿美元的燃料电池交易，股价飙升超过 30%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124896858","media":"Tiger Newspress","summary":"Bloom Energy Corp. surged the most in 15 months after the maker of hydrogen fuel cells agreed to pro","content":"<p>Bloom Energy Corp.&nbsp;surged the most in 15 months after&nbsp;the maker of hydrogen fuel cells agreed to provide $4.5 billion of equipment and services to the South Korean conglomerate&nbsp;SK Group.</p><p><blockquote>氢燃料电池制造商布鲁姆能源公司 (Bloom Energy Corp.) 同意向韩国企业集团 SK 集团提供价值 45 亿美元的设备和服务，股价创下 15 个月来最大涨幅。</blockquote></p><p> Bloom gained as much as 35% to $27.29 Monday, the most intraday since July 2020. </p><p><blockquote>Bloom 周一上涨 35%，至 27.29 美元，为 2020 年 7 月以来最大盘中涨幅。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c560875e074ca0ab2e21fb085fb2215c\" tg-width=\"885\" tg-height=\"652\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> SK’s Eco&nbsp;plant unit will buy at least 500 megawatts of Bloom’s systems and is planning an equity investment of about $500 million, San Jose-based Bloom said Monday in a&nbsp;statement. The move expands on a partnership that dates back three years, and the deliveries over three years represent a $4.5 billion revenue commitment. Bloom reported $794 million in&nbsp;revenue&nbsp;for 2020.</p><p><blockquote>总部位于圣何塞的布鲁姆公司周一在一份声明中表示，SK 的生态工厂部门将购买至少 500 兆瓦的布鲁姆系统，并计划进行约 5 亿美元的股权投资。此举扩大了三年前的合作伙伴关系，三年内的交付代表了 45 亿美元的收入承诺。Bloom 报告 2020 年收入为 7.94 亿美元。</blockquote></p><p> Companies and governments around the globe are seeking to boost the use of hydrogen as a replacement for fossil fuels in&nbsp;power plants, vehicles and elsewhere. While most hydrogen is produced from natural gas, it can also be generated from water through electrolysis powered by renewable energy. When burned, it produces no greenhouse gases.</p><p><blockquote>全球各地的公司和政府都在寻求在发电厂、汽车和其他地方推广使用氢作为化石燃料的替代品。虽然大多数氢气是由天然气生产的，但它也可以通过可再生能源驱动的电解从水中生产。燃烧时，不会产生温室气体。</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>Bloom Surged more than 30% on $4.5 Billion Fuel-Cell Deal with SK Group<blockquote>Bloom 与 SK 集团达成价值 45 亿美元的燃料电池交易，股价飙升超过 30%</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\">\nBloom Surged more than 30% on $4.5 Billion Fuel-Cell Deal with SK Group<blockquote>Bloom 与 SK 集团达成价值 45 亿美元的燃料电池交易，股价飙升超过 30%</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\">2021-10-25 22:49</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Bloom Energy Corp.&nbsp;surged the most in 15 months after&nbsp;the maker of hydrogen fuel cells agreed to provide $4.5 billion of equipment and services to the South Korean conglomerate&nbsp;SK Group.</p><p><blockquote>氢燃料电池制造商布鲁姆能源公司 (Bloom Energy Corp.) 同意向韩国企业集团 SK 集团提供价值 45 亿美元的设备和服务，股价创下 15 个月来最大涨幅。</blockquote></p><p> Bloom gained as much as 35% to $27.29 Monday, the most intraday since July 2020. </p><p><blockquote>Bloom 周一上涨 35%，至 27.29 美元，为 2020 年 7 月以来最大盘中涨幅。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c560875e074ca0ab2e21fb085fb2215c\" tg-width=\"885\" tg-height=\"652\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> SK’s Eco&nbsp;plant unit will buy at least 500 megawatts of Bloom’s systems and is planning an equity investment of about $500 million, San Jose-based Bloom said Monday in a&nbsp;statement. The move expands on a partnership that dates back three years, and the deliveries over three years represent a $4.5 billion revenue commitment. Bloom reported $794 million in&nbsp;revenue&nbsp;for 2020.</p><p><blockquote>总部位于圣何塞的布鲁姆公司周一在一份声明中表示，SK 的生态工厂部门将购买至少 500 兆瓦的布鲁姆系统，并计划进行约 5 亿美元的股权投资。此举扩大了三年前的合作伙伴关系，三年内的交付代表了 45 亿美元的收入承诺。Bloom 报告 2020 年收入为 7.94 亿美元。</blockquote></p><p> Companies and governments around the globe are seeking to boost the use of hydrogen as a replacement for fossil fuels in&nbsp;power plants, vehicles and elsewhere. While most hydrogen is produced from natural gas, it can also be generated from water through electrolysis powered by renewable energy. When burned, it produces no greenhouse gases.</p><p><blockquote>全球各地的公司和政府都在寻求在发电厂、汽车和其他地方推广使用氢作为化石燃料的替代品。虽然大多数氢气是由天然气生产的，但它也可以通过可再生能源驱动的电解从水中生产。燃烧时，不会产生温室气体。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BE":"Bloom Energy Corp"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124896858","content_text":"Bloom Energy Corp. surged the most in 15 months after the maker of hydrogen fuel cells agreed to provide $4.5 billion of equipment and services to the South Korean conglomerate SK Group.\nBloom gained as much as 35% to $27.29 Monday, the most intraday since July 2020. \n\nSK’s Eco plant unit will buy at least 500 megawatts of Bloom’s systems and is planning an equity investment of about $500 million, San Jose-based Bloom said Monday in a statement. The move expands on a partnership that dates back three years, and the deliveries over three years represent a $4.5 billion revenue commitment. Bloom reported $794 million in revenue for 2020.\nCompanies and governments around the globe are seeking to boost the use of hydrogen as a replacement for fossil fuels in power plants, vehicles and elsewhere. While most hydrogen is produced from natural gas, it can also be generated from water through electrolysis powered by renewable energy. When burned, it produces no greenhouse gases.","news_type":1,"symbols_score_info":{"BE":0.9}},"isVote":1,"tweetType":1,"viewCount":3463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853443798,"gmtCreate":1634831408241,"gmtModify":1634831456817,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581223392197361","authorIdStr":"3581223392197361"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/853443798","repostId":"2176048249","repostType":4,"isVote":1,"tweetType":1,"viewCount":2705,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826942428,"gmtCreate":1633968731298,"gmtModify":1633968731298,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581223392197361","authorIdStr":"3581223392197361"},"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":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/826942428","repostId":"2174120900","repostType":4,"isVote":1,"tweetType":1,"viewCount":3015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":882781987,"gmtCreate":1631720891749,"gmtModify":1631890225214,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581223392197361","authorIdStr":"3581223392197361"},"themes":[],"title":"","htmlText":"Like and comment pls&nbsp;","listText":"Like and comment pls&nbsp;","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/882781987","repostId":"2160764195","repostType":2,"repost":{"id":"2160764195","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1629376382,"share":"https://www.laohunote.com/m/news/2160764195?lang=zh_CN&edition=full","pubTime":"2021-08-19 20:33","market":"us","language":"en","title":"Why Is Baozun Stock Falling After Q2 Earnings?<blockquote>第二季度财报公布后宝尊股票为何下跌？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2160764195","media":"Benzinga Earnings","summary":"\n","content":"<p><html><body><ul> <li>Brand e-commerce service partner <strong>Baozun Inc</strong> (NASDAQ:BZUN) reported second-quarter FY21 revenue growth of 7.1% year-on-year to $356.9 million (RMB2.3 billion), missing the analyst consensus of $373.4 million.</li> <li><strong>Drivers:</strong> Gross Merchandise Volume (GMV) rose 23.3% Y/Y to RMB15.7 billion.</li> <li>Distribution GMV increased 5.4% Y/Y to RMB1.1 billion.</li> <li>The non-distribution GMV climbed 24.9% Y/Y to RMB14.6 billion.</li> <li><strong>Segments:</strong> Product sales revenue expanded 4.8% Y/Y to $150.6 million, aided by acquiring new brand partners and the increased popularity of brand partners' products.</li> <li>Services revenue rose 8.8% Y/Y to $206.3 million, driven by the company's consignment and service fee models and offset by the decline of sales in the sportswear sector impacted by the Better Cotton Initiative.</li> <li><strong>Margin:</strong> The non-GAAP operating margin contracted 170 bps to 7%.</li> <li>It reported Non-GAAP earnings per ADS of $0.31.</li> <li>Baozun held $702.3 million in cash and equivalents.</li> <li>Baozun also remains vulnerable to China's latest internet industry rules.</li> <li><strong>Price Action: </strong>BZUN shares traded lower by 5.35% at $20.01 in the premarket session on the last check Thursday.</li> </ul> </body></html></p><p><blockquote><html><body><ul><li>品牌电商服务合作伙伴<strong>宝尊公司</strong>（纳斯达克股票代码：BZUN）公布 2021 财年第二季度收入同比增长 7.1%，达到 3.569 亿美元（人民币 23 亿元），低于分析师预期的 3.734 亿美元。</li><li><strong>司机：</strong>商品总额（GMV）按年增长23.3%至人民币157亿元。</li><li>分销GMV同比增长5.4%至人民币11亿元。</li><li>非分销GMV同比增长24.9%至人民币146亿元。</li><li><strong>分部：</strong>得益于收购新的品牌合作伙伴以及品牌合作伙伴产品越来越受欢迎，产品销售收入同比增长 4.8%，达到 1.506 亿美元。</li><li>受公司寄售和服务费模式的推动，服务收入同比增长 8.8%，达到 2.063 亿美元，但被良好棉花发展协会影响的运动服装行业销售额下降所抵消。</li><li><strong>保证金：</strong>非 GAAP 营业利润率收缩 170 个基点至 7%。</li><li>该公司报告的非 GAAP 每股 ADS 收益为 0.31 美元。</li><li>宝尊持有7.023亿美元现金及等价物。</li><li>宝尊也仍然容易受到中国最新互联网行业规则的影响。</li><li><strong>价格行为：</strong>周四最后一次检查时，BZUN 股价在盘前交易中下跌 5.35%，至 20.01 美元。</li></ul></body></html></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Is Baozun Stock Falling After Q2 Earnings?<blockquote>第二季度财报公布后宝尊股票为何下跌？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Is Baozun Stock Falling After Q2 Earnings?<blockquote>第二季度财报公布后宝尊股票为何下跌？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-08-19 20:33</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><html><body><ul> <li>Brand e-commerce service partner <strong>Baozun Inc</strong> (NASDAQ:BZUN) reported second-quarter FY21 revenue growth of 7.1% year-on-year to $356.9 million (RMB2.3 billion), missing the analyst consensus of $373.4 million.</li> <li><strong>Drivers:</strong> Gross Merchandise Volume (GMV) rose 23.3% Y/Y to RMB15.7 billion.</li> <li>Distribution GMV increased 5.4% Y/Y to RMB1.1 billion.</li> <li>The non-distribution GMV climbed 24.9% Y/Y to RMB14.6 billion.</li> <li><strong>Segments:</strong> Product sales revenue expanded 4.8% Y/Y to $150.6 million, aided by acquiring new brand partners and the increased popularity of brand partners' products.</li> <li>Services revenue rose 8.8% Y/Y to $206.3 million, driven by the company's consignment and service fee models and offset by the decline of sales in the sportswear sector impacted by the Better Cotton Initiative.</li> <li><strong>Margin:</strong> The non-GAAP operating margin contracted 170 bps to 7%.</li> <li>It reported Non-GAAP earnings per ADS of $0.31.</li> <li>Baozun held $702.3 million in cash and equivalents.</li> <li>Baozun also remains vulnerable to China's latest internet industry rules.</li> <li><strong>Price Action: </strong>BZUN shares traded lower by 5.35% at $20.01 in the premarket session on the last check Thursday.</li> </ul> </body></html></p><p><blockquote><html><body><ul><li>品牌电商服务合作伙伴<strong>宝尊公司</strong>（纳斯达克股票代码：BZUN）公布 2021 财年第二季度收入同比增长 7.1%，达到 3.569 亿美元（人民币 23 亿元），低于分析师预期的 3.734 亿美元。</li><li><strong>司机：</strong>商品总额（GMV）按年增长23.3%至人民币157亿元。</li><li>分销GMV同比增长5.4%至人民币11亿元。</li><li>非分销GMV同比增长24.9%至人民币146亿元。</li><li><strong>分部：</strong>得益于收购新的品牌合作伙伴以及品牌合作伙伴产品越来越受欢迎，产品销售收入同比增长 4.8%，达到 1.506 亿美元。</li><li>受公司寄售和服务费模式的推动，服务收入同比增长 8.8%，达到 2.063 亿美元，但被良好棉花发展协会影响的运动服装行业销售额下降所抵消。</li><li><strong>保证金：</strong>非 GAAP 营业利润率收缩 170 个基点至 7%。</li><li>该公司报告的非 GAAP 每股 ADS 收益为 0.31 美元。</li><li>宝尊持有7.023亿美元现金及等价物。</li><li>宝尊也仍然容易受到中国最新互联网行业规则的影响。</li><li><strong>价格行为：</strong>周四最后一次检查时，BZUN 股价在盘前交易中下跌 5.35%，至 20.01 美元。</li></ul></body></html></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QTWO":"Q2 Holdings Inc","BZUN":"宝尊电商"},"source_url":"https://www.benzinga.com/news/earnings/21/08/22572045/why-is-baozun-stock-falling-after-q2-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160764195","content_text":"Brand e-commerce service partner Baozun Inc (NASDAQ:BZUN) reported second-quarter FY21 revenue growth of 7.1% year-on-year to $356.9 million (RMB2.3 billion), missing the analyst consensus of $373.4 million.\nDrivers: Gross Merchandise Volume (GMV) rose 23.3% Y/Y to RMB15.7 billion.\nDistribution GMV increased 5.4% Y/Y to RMB1.1 billion.\nThe non-distribution GMV climbed 24.9% Y/Y to RMB14.6 billion.\nSegments: Product sales revenue expanded 4.8% Y/Y to $150.6 million, aided by acquiring new brand partners and the increased popularity of brand partners' products.\nServices revenue rose 8.8% Y/Y to $206.3 million, driven by the company's consignment and service fee models and offset by the decline of sales in the sportswear sector impacted by the Better Cotton Initiative.\nMargin: The non-GAAP operating margin contracted 170 bps to 7%.\nIt reported Non-GAAP earnings per ADS of $0.31.\nBaozun held $702.3 million in cash and equivalents.\nBaozun also remains vulnerable to China's latest internet industry rules.\nPrice Action: BZUN shares traded lower by 5.35% at $20.01 in the premarket session on the last check Thursday.","news_type":1,"symbols_score_info":{"BZUN":1,"QTWO":1}},"isVote":1,"tweetType":1,"viewCount":1881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881315532,"gmtCreate":1631291949526,"gmtModify":1631890225216,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581223392197361","authorIdStr":"3581223392197361"},"themes":[],"title":"","htmlText":"Like and 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ya","listText":"Like ya","text":"Like ya","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818288635","repostId":"2163859427","repostType":4,"isVote":1,"tweetType":1,"viewCount":1080,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819921427,"gmtCreate":1630028680069,"gmtModify":1704954828475,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581223392197361","authorIdStr":"3581223392197361"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BZUN\">$Baozun(BZUN)$</a>hope","listText":"<a 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and comment. Thanks&nbsp;","listText":"Like and comment. Thanks&nbsp;","text":"Like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/835709232","repostId":"1179203616","repostType":4,"repost":{"id":"1179203616","kind":"news","pubTimestamp":1629732335,"share":"https://www.laohunote.com/m/news/1179203616?lang=zh_CN&edition=full","pubTime":"2021-08-23 23:25","market":"us","language":"en","title":"Palantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.<blockquote>Palantir是一个谜。其股票的机会要明显得多。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179203616","media":"Barrons","summary":"Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got we","content":"<p>Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the stock.</p><p><blockquote>Palantir Technologies 是世界上最古怪的科技公司之一，上周的故事变得比以往任何时候都更加离奇。但在表面之下，企业和股票都有一个奇怪而令人信服的理由。</blockquote></p><p> Palantir (ticker: PLTR) provides data analytics software to both commercial and government clients. The 18-year-old company has two primary platforms—Gotham, for government applications, and Foundry, for commercial customers. Palantir has a long history of serving U.S. military and intelligence agencies, but lately it’s&nbsp;been building out its sales team to bulk up its commercial business. That plan seems to be getting traction.</p><p><blockquote>Palantir（股票代码：PLTR）为商业和政府客户提供数据分析软件。这家拥有 18 年历史的公司有两个主要平台——面向政府应用的 Gotham 和面向商业客户的 Foundry。Palantir 长期以来一直为美国军方和情报机构服务，但最近它一直在组建销售团队，以扩大其商业业务。这个计划似乎越来越受欢迎。</blockquote></p><p> Palantir went public in a direct listing last September, with the stock&nbsp;opening at $10. It’s since taken shareholders on a wild ride, trading as high as $45 earlier this year. It’s now around $25, still up 150% from listing day.</p><p><blockquote>Palantir 去年 9 月直接上市，股价开盘价为 10 美元。此后，股东们一路狂奔，今年早些时候的交易价格一度高达 45 美元。现在的价格约为 25 美元，比上市当天仍上涨了 150%。</blockquote></p><p> In its&nbsp;recently reported June quarter, Palantir posted revenue of $376 million, up 49% from the year-earlier level. The company got a big boost from its U.S. commercial business, which grew 90%. Palantir sees September quarter revenue inching up to $385 million, and it continues to forecast annual top-line growth of 30%-plus through 2025.</p><p><blockquote>在最近公布的 6 月份季度中，Palantir 的收入为 3.76 亿美元，比去年同期增长 49%。该公司的美国商业业务增长了 90%，极大地推动了该公司的发展。Palantir 预计 9 月份季度收入将小幅升至 3.85 亿美元，并继续预测到 2025 年年营收增长将达到 30% 以上。</blockquote></p><p> But the core story gets lost in the noise—Palantir seems to thrive on controversy. Almost everything it does is outside the box. Before last year’s stock listing, Palantir quietly moved its headquarters to Denver from Palo Alto. The reasoning boils down to politics.</p><p><blockquote>但核心故事在噪音中消失了——Palantir 似乎在争议中茁壮成长。它做的几乎一切都是打破常规的。在去年上市之前，Palantir 悄然将总部从帕洛阿尔托迁至丹佛。原因可以归结为政治。</blockquote></p><p> “When we started the company in 2004, the idea was to bring world-class software to our intelligence and military communities,” Palantir CEO Alex Karp&nbsp;told me in a June interview. “Numerous companies in Silicon Valley have refused either overtly, tacitly, or by dragging their feet, to work with the U.S. government. … I believe in general there’s a choice to be made in the world, and America has serious, rigorous, intelligent, and sometimes ruthless adversaries.”</p><p><blockquote>“Palantir 首席执行官亚历克斯-卡普（Alex Karp）在 6 月份的一次采访中告诉我：”我们在 2004 年创办公司时，我们的想法是为我们的情报和军事界带来世界一流的软件。“硅谷的许多公司要么公开、要么心照不宣，要么拖拖拉拉地拒绝与美国政府合作。.我相信，世界上总的来说是有选择的，美国有严肃、严谨、聪明，有时甚至是无情的对手”。</blockquote></p><p> Palantir has also been doing unusual things with the $2.4 billion in cash on its balance sheet. The company is&nbsp;aggressively investing in PIPEs, or private investments in public equities, which are used in almost every SPAC merger to increase the capital raised. Palantir has&nbsp;committed $310 million across more than a dozen SPACs, or special purpose acquisition companies, according to its latest SEC filing. It’s completed $33 million of equity investments across three other companies.</p><p><blockquote>Palantir 还利用其资产负债表上的 24 亿美元现金做了一些不寻常的事情。该公司正在积极投资管道，即公共股权的私人投资，几乎每一次特殊目的收购公司合并都使用管道来增加筹集的资本。根据最新提交给 SEC 的文件，Palantir 已承诺向十几家 SPAC（特殊目的收购公司）投资 3.1 亿美元。该公司已完成对其他三家公司 3300 万美元的股权投资。</blockquote></p><p> The most recent tranche includes $20 million for Fast Radius, which offers a “cloud manufacturing platform;” $15 million for Tritium, a developer of electric vehicle chargers; $15 million for AdTheorent, which sells advertising software driven by machine learning; and $10 million for FinAccel, an Asian financial-services company.</p><p><blockquote>最近一笔款项包括向 Fast Radius 提供 2000 万美元，该公司提供 “云制造平台”；1500万美元收购电动汽车充电器开发商Tritium；1500万美元收购AdTheorent，该公司销售由机器学习驱动的广告软件；以及亚洲金融服务公司 FinAccel 的 1000 万美元。</blockquote></p><p> All the targets have signed up to be Palantir customers. As of June 30, Palantir said it had commercial contracts with its SPAC portfolio companies with a potential value of $428 million; the revenue contribution in the latest quarter was just $3 million, or less than 1% of the total.</p><p><blockquote>所有目标都已注册成为Palantir客户。截至 6 月 30 日，Palantir 表示，其与其 SPAC 投资组合公司签订了潜在价值 4.28 亿美元的商业合同；最近一个季度的收入贡献仅为300万美元，不到总额的1%。</blockquote></p><p> SPACs are a highly speculative place for a public company to be parking its cash. But I’d argue that Palantir’s decision to provide capital to new customers isn’t so different from offering vendor debt financing for hardware purchases—as&nbsp;IBM(IBM) and HP Enterprise (HPE) do—or from running robust venture capital programs, as do&nbsp;Intel(INTC) and&nbsp;Salesforce.com(CRM).</p><p><blockquote>SPAC 是上市公司存放现金的高度投机性的地方。但我认为，Palantir 向新客户提供资本的决定与为硬件采购提供供应商债务融资（如 IBM（IBM）和惠普企业（HPE）所做的那样）或运行稳健的风险投资计划（如英特尔（INTC）和 Salesforce.com（CRM）所做的那样）并没有太大区别。</blockquote></p><p> Even so, it makes some analysts squeamish. “While we don’t oppose thinking outside the box, we think the strategy may have been taken too far, particularly with software contracts that appear to be negotiated alongside an investment by Palantir in the same customer,” Citi’s Tyler Radke wrote in a recent research note.</p><p><blockquote>即便如此，这也让一些分析师感到不安。“花旗银行的泰勒-拉德克（Tyler Radke）在最近的一份研究报告中写道：”虽然我们不反对跳出框框思考，但我们认为这种策略可能走得太远了，尤其是软件合同似乎是在 Palantir 对同一客户的投资同时谈判的。</blockquote></p><p> The outside-the-box strategy goes beyond SPACs. This past week, Palantir disclosed that it had purchased $50.7 million worth of 100-ounce gold bars—a pretty strange move, even for Palantir. I ran a text search in the SEC’s database looking for references to gold bars, and found only references to other gold companies. The move makes&nbsp;Tesla’s(TSLA) Bitcoin purchases seem mundane.</p><p><blockquote>开箱即用的策略超越了 SPAC。上周，Palantir 披露其购买了价值 5070 万美元的 100 盎司金条——即使对 Palantir 来说，这也是一个相当奇怪的举动。我在美国证券交易委员会的数据库中进行了文本搜索，寻找金条的参考资料，结果只找到了其他黄金公司的参考资料。此举让特斯拉（TSLA）在比特币的收购显得平淡无奇。</blockquote></p><p> The fact that Palantir decided to buy physical gold, rather than, say, the&nbsp;SPDR Gold Shares&nbsp;ETF (GLD), makes it odder still. Palatnir ends up looking like the corporate equivalent of a doomsday prepper. I tried to follow-up with Karp to ask about the sudden interest in gold, but Palantir declined to make him available.</p><p><blockquote>Palantir 决定购买实物黄金，而不是 SPDR 黄金股票 ETF (GLD)，这一事实让事情变得更加奇怪。帕拉特尼尔最终看起来就像一个世界末日准备者的公司。我试图跟进卡普，询问他对黄金的突然兴趣，但帕兰蒂尔拒绝让他有空。</blockquote></p><p> One analyst who follows the company told me that the SPAC program and the foray into gold make Palantir a hard sell for institutional investors. You can see that in the shareholder base. Institutions hold only 25% of Palantir shares—compared with&nbsp;Oracle’s(ORCL) 46%,Snowflake’s(SNOW) 58%, and&nbsp;Microsoft’s(MSFT) 71%.</p><p><blockquote>一位关注该公司的分析师告诉我，SPAC 计划和进军黄金市场使得 Palantir 成为机构投资者难以出售的对象。你可以在股东基础中看到这一点。机构仅持有 Palantir 25% 的股份，而甲骨文 (ORCL) 持有 46%，雪花 (SNOW) 持有 58%，微软 (MSFT) 持有 71%。</blockquote></p><p></p><p> But the same analyst is still bullish on Palantir and says it offers “a very interesting set of solutions to buyers that require scale and sophistication.”</p><p><blockquote>但这位分析师仍然看好 Palantir，并称它为 “需要规模和成熟度的买家提供了一套非常有趣的解决方案”。</blockquote></p><p> Palantir has a fanatical following among individual investors, and the company is playing to its fans. During its June-quarter earnings call, Palantir took nine questions from retail investors and just four from analysts.</p><p><blockquote>Palantir 在个人投资者中拥有狂热的追随者，该公司正在迎合其粉丝。在 6 月份季度收益看涨期权上，Palantir 回答了散户投资者的 9 个问题，而分析师只回答了 4 个问题。</blockquote></p><p> On traditional metrics, Palantir isn’t cheap. The stock trades for 25 times estimated 2022 sales. But strip away the craziness, and Palantir looks like the single best bet on the future of complex data analytics. There aren’t many other ways for investors to play the opportunity—and the world isn’t getting any simpler or less dangerous.</p><p><blockquote>按照传统标准，Palantir 并不便宜。该股交易价格是 2022 年预计销售额的 25 倍。但抛开疯狂，Palantir 看起来像是复杂数据分析未来的最佳选择。对于投资者来说，没有太多其他方法可以利用这个机会--这个世界并没有变得更简单或更不危险。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.<blockquote>Palantir是一个谜。其股票的机会要明显得多。</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\">\nPalantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.<blockquote>Palantir是一个谜。其股票的机会要明显得多。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-23 23:25</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the stock.</p><p><blockquote>Palantir Technologies 是世界上最古怪的科技公司之一，上周的故事变得比以往任何时候都更加离奇。但在表面之下，企业和股票都有一个奇怪而令人信服的理由。</blockquote></p><p> Palantir (ticker: PLTR) provides data analytics software to both commercial and government clients. The 18-year-old company has two primary platforms—Gotham, for government applications, and Foundry, for commercial customers. Palantir has a long history of serving U.S. military and intelligence agencies, but lately it’s&nbsp;been building out its sales team to bulk up its commercial business. That plan seems to be getting traction.</p><p><blockquote>Palantir（股票代码：PLTR）为商业和政府客户提供数据分析软件。这家拥有 18 年历史的公司有两个主要平台——面向政府应用的 Gotham 和面向商业客户的 Foundry。Palantir 长期以来一直为美国军方和情报机构服务，但最近它一直在组建销售团队，以扩大其商业业务。这个计划似乎越来越受欢迎。</blockquote></p><p> Palantir went public in a direct listing last September, with the stock&nbsp;opening at $10. It’s since taken shareholders on a wild ride, trading as high as $45 earlier this year. It’s now around $25, still up 150% from listing day.</p><p><blockquote>Palantir 去年 9 月直接上市，股价开盘价为 10 美元。此后，股东们一路狂奔，今年早些时候的交易价格一度高达 45 美元。现在的价格约为 25 美元，比上市当天仍上涨了 150%。</blockquote></p><p> In its&nbsp;recently reported June quarter, Palantir posted revenue of $376 million, up 49% from the year-earlier level. The company got a big boost from its U.S. commercial business, which grew 90%. Palantir sees September quarter revenue inching up to $385 million, and it continues to forecast annual top-line growth of 30%-plus through 2025.</p><p><blockquote>在最近公布的 6 月份季度中，Palantir 的收入为 3.76 亿美元，比去年同期增长 49%。该公司的美国商业业务增长了 90%，极大地推动了该公司的发展。Palantir 预计 9 月份季度收入将小幅升至 3.85 亿美元，并继续预测到 2025 年年营收增长将达到 30% 以上。</blockquote></p><p> But the core story gets lost in the noise—Palantir seems to thrive on controversy. Almost everything it does is outside the box. Before last year’s stock listing, Palantir quietly moved its headquarters to Denver from Palo Alto. The reasoning boils down to politics.</p><p><blockquote>但核心故事在噪音中消失了——Palantir 似乎在争议中茁壮成长。它做的几乎一切都是打破常规的。在去年上市之前，Palantir 悄然将总部从帕洛阿尔托迁至丹佛。原因可以归结为政治。</blockquote></p><p> “When we started the company in 2004, the idea was to bring world-class software to our intelligence and military communities,” Palantir CEO Alex Karp&nbsp;told me in a June interview. “Numerous companies in Silicon Valley have refused either overtly, tacitly, or by dragging their feet, to work with the U.S. government. … I believe in general there’s a choice to be made in the world, and America has serious, rigorous, intelligent, and sometimes ruthless adversaries.”</p><p><blockquote>“Palantir 首席执行官亚历克斯-卡普（Alex Karp）在 6 月份的一次采访中告诉我：”我们在 2004 年创办公司时，我们的想法是为我们的情报和军事界带来世界一流的软件。“硅谷的许多公司要么公开、要么心照不宣，要么拖拖拉拉地拒绝与美国政府合作。.我相信，世界上总的来说是有选择的，美国有严肃、严谨、聪明，有时甚至是无情的对手”。</blockquote></p><p> Palantir has also been doing unusual things with the $2.4 billion in cash on its balance sheet. The company is&nbsp;aggressively investing in PIPEs, or private investments in public equities, which are used in almost every SPAC merger to increase the capital raised. Palantir has&nbsp;committed $310 million across more than a dozen SPACs, or special purpose acquisition companies, according to its latest SEC filing. It’s completed $33 million of equity investments across three other companies.</p><p><blockquote>Palantir 还利用其资产负债表上的 24 亿美元现金做了一些不寻常的事情。该公司正在积极投资管道，即公共股权的私人投资，几乎每一次特殊目的收购公司合并都使用管道来增加筹集的资本。根据最新提交给 SEC 的文件，Palantir 已承诺向十几家 SPAC（特殊目的收购公司）投资 3.1 亿美元。该公司已完成对其他三家公司 3300 万美元的股权投资。</blockquote></p><p> The most recent tranche includes $20 million for Fast Radius, which offers a “cloud manufacturing platform;” $15 million for Tritium, a developer of electric vehicle chargers; $15 million for AdTheorent, which sells advertising software driven by machine learning; and $10 million for FinAccel, an Asian financial-services company.</p><p><blockquote>最近一笔款项包括向 Fast Radius 提供 2000 万美元，该公司提供 “云制造平台”；1500万美元收购电动汽车充电器开发商Tritium；1500万美元收购AdTheorent，该公司销售由机器学习驱动的广告软件；以及亚洲金融服务公司 FinAccel 的 1000 万美元。</blockquote></p><p> All the targets have signed up to be Palantir customers. As of June 30, Palantir said it had commercial contracts with its SPAC portfolio companies with a potential value of $428 million; the revenue contribution in the latest quarter was just $3 million, or less than 1% of the total.</p><p><blockquote>所有目标都已注册成为Palantir客户。截至 6 月 30 日，Palantir 表示，其与其 SPAC 投资组合公司签订了潜在价值 4.28 亿美元的商业合同；最近一个季度的收入贡献仅为300万美元，不到总额的1%。</blockquote></p><p> SPACs are a highly speculative place for a public company to be parking its cash. But I’d argue that Palantir’s decision to provide capital to new customers isn’t so different from offering vendor debt financing for hardware purchases—as&nbsp;IBM(IBM) and HP Enterprise (HPE) do—or from running robust venture capital programs, as do&nbsp;Intel(INTC) and&nbsp;Salesforce.com(CRM).</p><p><blockquote>SPAC 是上市公司存放现金的高度投机性的地方。但我认为，Palantir 向新客户提供资本的决定与为硬件采购提供供应商债务融资（如 IBM（IBM）和惠普企业（HPE）所做的那样）或运行稳健的风险投资计划（如英特尔（INTC）和 Salesforce.com（CRM）所做的那样）并没有太大区别。</blockquote></p><p> Even so, it makes some analysts squeamish. “While we don’t oppose thinking outside the box, we think the strategy may have been taken too far, particularly with software contracts that appear to be negotiated alongside an investment by Palantir in the same customer,” Citi’s Tyler Radke wrote in a recent research note.</p><p><blockquote>即便如此，这也让一些分析师感到不安。“花旗银行的泰勒-拉德克（Tyler Radke）在最近的一份研究报告中写道：”虽然我们不反对跳出框框思考，但我们认为这种策略可能走得太远了，尤其是软件合同似乎是在 Palantir 对同一客户的投资同时谈判的。</blockquote></p><p> The outside-the-box strategy goes beyond SPACs. This past week, Palantir disclosed that it had purchased $50.7 million worth of 100-ounce gold bars—a pretty strange move, even for Palantir. I ran a text search in the SEC’s database looking for references to gold bars, and found only references to other gold companies. The move makes&nbsp;Tesla’s(TSLA) Bitcoin purchases seem mundane.</p><p><blockquote>开箱即用的策略超越了 SPAC。上周，Palantir 披露其购买了价值 5070 万美元的 100 盎司金条——即使对 Palantir 来说，这也是一个相当奇怪的举动。我在美国证券交易委员会的数据库中进行了文本搜索，寻找金条的参考资料，结果只找到了其他黄金公司的参考资料。此举让特斯拉（TSLA）在比特币的收购显得平淡无奇。</blockquote></p><p> The fact that Palantir decided to buy physical gold, rather than, say, the&nbsp;SPDR Gold Shares&nbsp;ETF (GLD), makes it odder still. Palatnir ends up looking like the corporate equivalent of a doomsday prepper. I tried to follow-up with Karp to ask about the sudden interest in gold, but Palantir declined to make him available.</p><p><blockquote>Palantir 决定购买实物黄金，而不是 SPDR 黄金股票 ETF (GLD)，这一事实让事情变得更加奇怪。帕拉特尼尔最终看起来就像一个世界末日准备者的公司。我试图跟进卡普，询问他对黄金的突然兴趣，但帕兰蒂尔拒绝让他有空。</blockquote></p><p> One analyst who follows the company told me that the SPAC program and the foray into gold make Palantir a hard sell for institutional investors. You can see that in the shareholder base. Institutions hold only 25% of Palantir shares—compared with&nbsp;Oracle’s(ORCL) 46%,Snowflake’s(SNOW) 58%, and&nbsp;Microsoft’s(MSFT) 71%.</p><p><blockquote>一位关注该公司的分析师告诉我，SPAC 计划和进军黄金市场使得 Palantir 成为机构投资者难以出售的对象。你可以在股东基础中看到这一点。机构仅持有 Palantir 25% 的股份，而甲骨文 (ORCL) 持有 46%，雪花 (SNOW) 持有 58%，微软 (MSFT) 持有 71%。</blockquote></p><p></p><p> But the same analyst is still bullish on Palantir and says it offers “a very interesting set of solutions to buyers that require scale and sophistication.”</p><p><blockquote>但这位分析师仍然看好 Palantir，并称它为 “需要规模和成熟度的买家提供了一套非常有趣的解决方案”。</blockquote></p><p> Palantir has a fanatical following among individual investors, and the company is playing to its fans. During its June-quarter earnings call, Palantir took nine questions from retail investors and just four from analysts.</p><p><blockquote>Palantir 在个人投资者中拥有狂热的追随者，该公司正在迎合其粉丝。在 6 月份季度收益看涨期权上，Palantir 回答了散户投资者的 9 个问题，而分析师只回答了 4 个问题。</blockquote></p><p> On traditional metrics, Palantir isn’t cheap. The stock trades for 25 times estimated 2022 sales. But strip away the craziness, and Palantir looks like the single best bet on the future of complex data analytics. There aren’t many other ways for investors to play the opportunity—and the world isn’t getting any simpler or less dangerous.</p><p><blockquote>按照传统标准，Palantir 并不便宜。该股交易价格是 2022 年预计销售额的 25 倍。但抛开疯狂，Palantir 看起来像是复杂数据分析未来的最佳选择。对于投资者来说，没有太多其他方法可以利用这个机会--这个世界并没有变得更简单或更不危险。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/palantir-stock-spacs-gold-51629497963?mod=hp_LEADSUPP_3\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.barrons.com/articles/palantir-stock-spacs-gold-51629497963?mod=hp_LEADSUPP_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179203616","content_text":"Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the stock.\nPalantir (ticker: PLTR) provides data analytics software to both commercial and government clients. The 18-year-old company has two primary platforms—Gotham, for government applications, and Foundry, for commercial customers. Palantir has a long history of serving U.S. military and intelligence agencies, but lately it’s been building out its sales team to bulk up its commercial business. That plan seems to be getting traction.\nPalantir went public in a direct listing last September, with the stock opening at $10. It’s since taken shareholders on a wild ride, trading as high as $45 earlier this year. It’s now around $25, still up 150% from listing day.\nIn its recently reported June quarter, Palantir posted revenue of $376 million, up 49% from the year-earlier level. The company got a big boost from its U.S. commercial business, which grew 90%. Palantir sees September quarter revenue inching up to $385 million, and it continues to forecast annual top-line growth of 30%-plus through 2025.\nBut the core story gets lost in the noise—Palantir seems to thrive on controversy. Almost everything it does is outside the box. Before last year’s stock listing, Palantir quietly moved its headquarters to Denver from Palo Alto. The reasoning boils down to politics.\n“When we started the company in 2004, the idea was to bring world-class software to our intelligence and military communities,” Palantir CEO Alex Karp told me in a June interview. “Numerous companies in Silicon Valley have refused either overtly, tacitly, or by dragging their feet, to work with the U.S. government. … I believe in general there’s a choice to be made in the world, and America has serious, rigorous, intelligent, and sometimes ruthless adversaries.”\nPalantir has also been doing unusual things with the $2.4 billion in cash on its balance sheet. The company is aggressively investing in PIPEs, or private investments in public equities, which are used in almost every SPAC merger to increase the capital raised. Palantir has committed $310 million across more than a dozen SPACs, or special purpose acquisition companies, according to its latest SEC filing. It’s completed $33 million of equity investments across three other companies.\n\nThe most recent tranche includes $20 million for Fast Radius, which offers a “cloud manufacturing platform;” $15 million for Tritium, a developer of electric vehicle chargers; $15 million for AdTheorent, which sells advertising software driven by machine learning; and $10 million for FinAccel, an Asian financial-services company.\nAll the targets have signed up to be Palantir customers. As of June 30, Palantir said it had commercial contracts with its SPAC portfolio companies with a potential value of $428 million; the revenue contribution in the latest quarter was just $3 million, or less than 1% of the total.\nSPACs are a highly speculative place for a public company to be parking its cash. But I’d argue that Palantir’s decision to provide capital to new customers isn’t so different from offering vendor debt financing for hardware purchases—as IBM(IBM) and HP Enterprise (HPE) do—or from running robust venture capital programs, as do Intel(INTC) and Salesforce.com(CRM).\nEven so, it makes some analysts squeamish. “While we don’t oppose thinking outside the box, we think the strategy may have been taken too far, particularly with software contracts that appear to be negotiated alongside an investment by Palantir in the same customer,” Citi’s Tyler Radke wrote in a recent research note.\nThe outside-the-box strategy goes beyond SPACs. This past week, Palantir disclosed that it had purchased $50.7 million worth of 100-ounce gold bars—a pretty strange move, even for Palantir. I ran a text search in the SEC’s database looking for references to gold bars, and found only references to other gold companies. The move makes Tesla’s(TSLA) Bitcoin purchases seem mundane.\nThe fact that Palantir decided to buy physical gold, rather than, say, the SPDR Gold Shares ETF (GLD), makes it odder still. Palatnir ends up looking like the corporate equivalent of a doomsday prepper. I tried to follow-up with Karp to ask about the sudden interest in gold, but Palantir declined to make him available.\nOne analyst who follows the company told me that the SPAC program and the foray into gold make Palantir a hard sell for institutional investors. You can see that in the shareholder base. Institutions hold only 25% of Palantir shares—compared with Oracle’s(ORCL) 46%,Snowflake’s(SNOW) 58%, and Microsoft’s(MSFT) 71%.\nBut the same analyst is still bullish on Palantir and says it offers “a very interesting set of solutions to buyers that require scale and sophistication.”\nPalantir has a fanatical following among individual investors, and the company is playing to its fans. During its June-quarter earnings call, Palantir took nine questions from retail investors and just four from analysts.\nOn traditional metrics, Palantir isn’t cheap. The stock trades for 25 times estimated 2022 sales. But strip away the craziness, and Palantir looks like the single best bet on the future of complex data analytics. There aren’t many other ways for investors to play the opportunity—and the world isn’t getting any simpler or less dangerous.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":993,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836529093,"gmtCreate":1629508622512,"gmtModify":1631888513372,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581223392197361","authorIdStr":"3581223392197361"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BZUN\">$Baozun(BZUN)$</a>&nbsp;where is the support mate?&nbsp;[流泪]&nbsp;","listText":"<a href=\"https://laohu8.com/S/BZUN\">$Baozun(BZUN)$</a>&nbsp;where is the support mate?&nbsp;[流泪]&nbsp;","text":"$Baozun(BZUN)$ where is the support mate? [流泪]","images":[{"img":"https://static.tigerbbs.com/bdb914d59b57c19f0449cf086809d13c","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836529093","isVote":1,"tweetType":1,"viewCount":1703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":836586053,"gmtCreate":1629507437272,"gmtModify":1631890225235,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581223392197361","authorIdStr":"3581223392197361"},"themes":[],"title":"","htmlText":"Like&nbsp;[龇牙]&nbsp;","listText":"Like&nbsp;[龇牙]&nbsp;","text":"Like [龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836586053","repostId":"2160710721","repostType":4,"isVote":1,"tweetType":1,"viewCount":1294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":839131860,"gmtCreate":1629125626550,"gmtModify":1631890225237,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581223392197361","authorIdStr":"3581223392197361"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/839131860","repostId":"1137961734","repostType":4,"repost":{"id":"1137961734","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":1629122094,"share":"https://www.laohunote.com/m/news/1137961734?lang=zh_CN&edition=full","pubTime":"2021-08-16 21:54","market":"other","language":"en","title":"Apple shares reached record high at $150.59 in early trading<blockquote>苹果股价早盘创下150.59美元的历史新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137961734","media":"Tiger Newspress","summary":"(Aug 16)&nbsp;Apple shares reached record high at $150.59 in early trading.","content":"<p>(Aug 16)&nbsp;Apple shares reached record high at $150.59 in early trading.</p><p><blockquote>（8月16日）苹果股价早盘创下150.59美元的历史新高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b2b9a9a385ae4e2c77588a61ab15011b\" tg-width=\"1080\" tg-height=\"1868\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple shares reached record high at $150.59 in early trading<blockquote>苹果股价早盘创下150.59美元的历史新高</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple shares reached record high at $150.59 in early trading<blockquote>苹果股价早盘创下150.59美元的历史新高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-16 21:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Aug 16)&nbsp;Apple shares reached record high at $150.59 in early trading.</p><p><blockquote>（8月16日）苹果股价早盘创下150.59美元的历史新高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b2b9a9a385ae4e2c77588a61ab15011b\" tg-width=\"1080\" tg-height=\"1868\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137961734","content_text":"(Aug 16) Apple shares reached record high at $150.59 in early trading.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1028,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897176233,"gmtCreate":1628902972722,"gmtModify":1631890225239,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581223392197361","authorIdStr":"3581223392197361"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/897176233","repostId":"2159910213","repostType":4,"isVote":1,"tweetType":1,"viewCount":900,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892035041,"gmtCreate":1628609894883,"gmtModify":1633745732833,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581223392197361","authorIdStr":"3581223392197361"},"themes":[],"title":"","htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892035041","repostId":"1132796864","repostType":4,"repost":{"id":"1132796864","kind":"news","pubTimestamp":1628608992,"share":"https://www.laohunote.com/m/news/1132796864?lang=zh_CN&edition=full","pubTime":"2021-08-10 23:23","market":"us","language":"en","title":"Coinbase's Head Of Capital Markets Resigns After Crypto Exchange Reportedly Shifts Focus<blockquote>据报道，加密货币交易所转移重点后，Coinbase 资本市场主管辞职</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1132796864","media":"Benzinga","summary":"Brett Redfearn, who headed capital markets at Coinbase Global Inc(NASDAQ:COIN), has resigned from hi","content":"<p><div> Brett Redfearn, who headed capital markets at Coinbase Global Inc(NASDAQ:COIN), has resigned from his position at the crypto exchange. What Happened:According to a report from theWall Street Journal, ...</p><p><blockquote><div>Coinbase Global Inc（纳斯达克股票代码：COIN）资本市场主管 Brett Redfearn 已辞去加密货币交易所的职务。发生了什么：据《华尔街日报》报道，...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22417307/coinbases-head-of-capital-markets-resigns-after-crypto-exchange-reportedly-shifts-focus\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22417307/coinbases-head-of-capital-markets-resigns-after-crypto-exchange-reportedly-shifts-focus\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Coinbase's Head Of Capital Markets Resigns After Crypto Exchange Reportedly Shifts Focus<blockquote>据报道，加密货币交易所转移重点后，Coinbase 资本市场主管辞职</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\">\nCoinbase's Head Of Capital Markets Resigns After Crypto Exchange Reportedly Shifts Focus<blockquote>据报道，加密货币交易所转移重点后，Coinbase 资本市场主管辞职</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-08-10 23:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Brett Redfearn, who headed capital markets at Coinbase Global Inc(NASDAQ:COIN), has resigned from his position at the crypto exchange. What Happened:According to a report from theWall Street Journal, ...</p><p><blockquote><div>Coinbase Global Inc（纳斯达克股票代码：COIN）资本市场主管 Brett Redfearn 已辞去加密货币交易所的职务。发生了什么：据《华尔街日报》报道，...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22417307/coinbases-head-of-capital-markets-resigns-after-crypto-exchange-reportedly-shifts-focus\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22417307/coinbases-head-of-capital-markets-resigns-after-crypto-exchange-reportedly-shifts-focus\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22417307/coinbases-head-of-capital-markets-resigns-after-crypto-exchange-reportedly-shifts-focus\">Benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://www.benzinga.com/markets/cryptocurrency/21/08/22417307/coinbases-head-of-capital-markets-resigns-after-crypto-exchange-reportedly-shifts-focus","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132796864","content_text":"Brett Redfearn, who headed capital markets at Coinbase Global Inc(NASDAQ:COIN), has resigned from his position at the crypto exchange.\nWhat Happened:According to a report from theWall Street Journal, people familiar with the matter disclosed that his reasons for leaving Coinbase had to do with the crypto-exchange shifting its focus away from digital asset securities.\nRedfearn was one of Coinbase’s most high-profile hires, having served as the former director of trading and markets at the United States Securities and Exchange Commission (SEC) before joining the crypto exchange.\nThe executive joined Coinbase’s ranks just two weeks before the exchange’s public listing.\nAblog postfrom Coinbase’s Chief Product Officer Surojit Chatterjee in March described Redfearn’s role at the company as the person responsible for defining and driving a vision and strategy to set the global standard for crypto capital markets, including digital asset securities and its crypto trading platform.\n“I believe that a digitized trading ecosystem can help democratize retail investors’ ability to access our capital markets on a fair and level playing field. I also believe that instantaneous settlement will eventually be possible, which could ameliorate capital requirements and improve market liquidity,” said Redfearn at the time.\nNow, in just four months since he assumed the role of Vice President of Capital Markets at Coinbase, Redfearn appears to have resigned.\nPrice Action:Coinbase shares were trading 5.16% lower, at $2650.47 at press time.\nShares of the crypto exchange moved in tandem with crypto markets that reached $1.9 trillion for the first time since prices crashed in May.\nAt press time, the market-leading cryptocurrency Bitcoin(CRYPTO: BTC) traded at $45,410, gaining as much as 17.84% over the past week.","news_type":1,"symbols_score_info":{"COIN":0.9}},"isVote":1,"tweetType":1,"viewCount":1132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":855860073,"gmtCreate":1635349917264,"gmtModify":1635349917393,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581223392197361","idStr":"3581223392197361"},"themes":[],"title":"","htmlText":"Please like&nbsp;","listText":"Please like&nbsp;","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/855860073","repostId":"1187905821","repostType":4,"repost":{"id":"1187905821","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":1635348343,"share":"https://www.laohunote.com/m/news/1187905821?lang=zh_CN&edition=full","pubTime":"2021-10-27 23:25","market":"us","language":"en","title":"Semiconductor technology company Arteris rose over 15% in morning trading with its IPO price at $14 per share<blockquote>半导体技术公司 Arteris 在早盘交易中上涨超过 15%，IPO 价格为每股 14 美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1187905821","media":"Tiger Newspress","summary":"Semiconductor technology company Arteris rose over 15% in morning trading with its IPO price at $14 ","content":"<p>Semiconductor technology company Arteris rose over&nbsp;15% in morning trading with its IPO price at $14 per share.<img src=\"https://static.tigerbbs.com/0d4003fe711de5e229e45e9f34eec12e\" tg-width=\"776\" tg-height=\"567\" width=\"100%\" height=\"auto\">Founded in 2003 as Arteris IP, Arteris is a leading provider of interconnection and other intellectual property (IP) technologies that manage on-chip communications in System-on-Chip (SoC) semiconductor devices.</p><p><blockquote>半导体技术公司 Arteris 在早盘交易中上涨超过 15%，其 IPO 价格为每股 14 美元。Arteris成立于2003年，名为Arteris IP，是互连和其他知识产权（IP）技术的领先供应商，管理片上系统（SoC）半导体器件中的片上通信。</blockquote></p><p> In 2019-2020, the company's revenue was US $26.73 million and US $27.41 million respectively, and the corresponding net profit and loss during this period were US $5.84 million and US $3.26 million respectively. In the first half of 2021, its revenue was US $16.22 million, compared with US $8.8 million in the same period of last year, and the corresponding net profit recorded losses of US $10.63 million and US $6.7 million.</p><p><blockquote>2019-2020年，公司营收分别为2673万美元和2741万美元，对应的期内净利润和亏损分别为584万美元和326万美元。2021年上半年，其营收为1622万美元，去年同期为880万美元，相应净利润录得亏损1063万美元和670万美元。</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>Semiconductor technology company Arteris rose over 15% in morning trading with its IPO price at $14 per share<blockquote>半导体技术公司 Arteris 在早盘交易中上涨超过 15%，IPO 价格为每股 14 美元</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSemiconductor technology company Arteris rose over 15% in morning trading with its IPO price at $14 per share<blockquote>半导体技术公司 Arteris 在早盘交易中上涨超过 15%，IPO 价格为每股 14 美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-27 23:25</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Semiconductor technology company Arteris rose over&nbsp;15% in morning trading with its IPO price at $14 per share.<img src=\"https://static.tigerbbs.com/0d4003fe711de5e229e45e9f34eec12e\" tg-width=\"776\" tg-height=\"567\" width=\"100%\" height=\"auto\">Founded in 2003 as Arteris IP, Arteris is a leading provider of interconnection and other intellectual property (IP) technologies that manage on-chip communications in System-on-Chip (SoC) semiconductor devices.</p><p><blockquote>半导体技术公司 Arteris 在早盘交易中上涨超过 15%，其 IPO 价格为每股 14 美元。Arteris成立于2003年，名为Arteris IP，是互连和其他知识产权（IP）技术的领先供应商，管理片上系统（SoC）半导体器件中的片上通信。</blockquote></p><p> In 2019-2020, the company's revenue was US $26.73 million and US $27.41 million respectively, and the corresponding net profit and loss during this period were US $5.84 million and US $3.26 million respectively. In the first half of 2021, its revenue was US $16.22 million, compared with US $8.8 million in the same period of last year, and the corresponding net profit recorded losses of US $10.63 million and US $6.7 million.</p><p><blockquote>2019-2020年，公司营收分别为2673万美元和2741万美元，对应的期内净利润和亏损分别为584万美元和326万美元。2021年上半年，其营收为1622万美元，去年同期为880万美元，相应净利润录得亏损1063万美元和670万美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AIP":"Arteris, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187905821","content_text":"Semiconductor technology company Arteris rose over 15% in morning trading with its IPO price at $14 per share.Founded in 2003 as Arteris IP, Arteris is a leading provider of interconnection and other intellectual property (IP) technologies that manage on-chip communications in System-on-Chip (SoC) semiconductor devices.\nIn 2019-2020, the company's revenue was US $26.73 million and US $27.41 million respectively, and the corresponding net profit and loss during this period were US $5.84 million and US $3.26 million respectively. In the first half of 2021, its revenue was US $16.22 million, compared with US $8.8 million in the same period of last year, and the corresponding net profit recorded losses of US $10.63 million and US $6.7 million.","news_type":1,"symbols_score_info":{"AIP":0.9}},"isVote":1,"tweetType":1,"viewCount":3154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":835709232,"gmtCreate":1629737421626,"gmtModify":1631890225231,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581223392197361","idStr":"3581223392197361"},"themes":[],"title":"","htmlText":"Like and comment. Thanks&nbsp;","listText":"Like and comment. Thanks&nbsp;","text":"Like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/835709232","repostId":"1179203616","repostType":4,"repost":{"id":"1179203616","kind":"news","pubTimestamp":1629732335,"share":"https://www.laohunote.com/m/news/1179203616?lang=zh_CN&edition=full","pubTime":"2021-08-23 23:25","market":"us","language":"en","title":"Palantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.<blockquote>Palantir是一个谜。其股票的机会要明显得多。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179203616","media":"Barrons","summary":"Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got we","content":"<p>Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the stock.</p><p><blockquote>Palantir Technologies 是世界上最古怪的科技公司之一，上周的故事变得比以往任何时候都更加离奇。但在表面之下，企业和股票都有一个奇怪而令人信服的理由。</blockquote></p><p> Palantir (ticker: PLTR) provides data analytics software to both commercial and government clients. The 18-year-old company has two primary platforms—Gotham, for government applications, and Foundry, for commercial customers. Palantir has a long history of serving U.S. military and intelligence agencies, but lately it’s&nbsp;been building out its sales team to bulk up its commercial business. That plan seems to be getting traction.</p><p><blockquote>Palantir（股票代码：PLTR）为商业和政府客户提供数据分析软件。这家拥有 18 年历史的公司有两个主要平台——面向政府应用的 Gotham 和面向商业客户的 Foundry。Palantir 长期以来一直为美国军方和情报机构服务，但最近它一直在组建销售团队，以扩大其商业业务。这个计划似乎越来越受欢迎。</blockquote></p><p> Palantir went public in a direct listing last September, with the stock&nbsp;opening at $10. It’s since taken shareholders on a wild ride, trading as high as $45 earlier this year. It’s now around $25, still up 150% from listing day.</p><p><blockquote>Palantir 去年 9 月直接上市，股价开盘价为 10 美元。此后，股东们一路狂奔，今年早些时候的交易价格一度高达 45 美元。现在的价格约为 25 美元，比上市当天仍上涨了 150%。</blockquote></p><p> In its&nbsp;recently reported June quarter, Palantir posted revenue of $376 million, up 49% from the year-earlier level. The company got a big boost from its U.S. commercial business, which grew 90%. Palantir sees September quarter revenue inching up to $385 million, and it continues to forecast annual top-line growth of 30%-plus through 2025.</p><p><blockquote>在最近公布的 6 月份季度中，Palantir 的收入为 3.76 亿美元，比去年同期增长 49%。该公司的美国商业业务增长了 90%，极大地推动了该公司的发展。Palantir 预计 9 月份季度收入将小幅升至 3.85 亿美元，并继续预测到 2025 年年营收增长将达到 30% 以上。</blockquote></p><p> But the core story gets lost in the noise—Palantir seems to thrive on controversy. Almost everything it does is outside the box. Before last year’s stock listing, Palantir quietly moved its headquarters to Denver from Palo Alto. The reasoning boils down to politics.</p><p><blockquote>但核心故事在噪音中消失了——Palantir 似乎在争议中茁壮成长。它做的几乎一切都是打破常规的。在去年上市之前，Palantir 悄然将总部从帕洛阿尔托迁至丹佛。原因可以归结为政治。</blockquote></p><p> “When we started the company in 2004, the idea was to bring world-class software to our intelligence and military communities,” Palantir CEO Alex Karp&nbsp;told me in a June interview. “Numerous companies in Silicon Valley have refused either overtly, tacitly, or by dragging their feet, to work with the U.S. government. … I believe in general there’s a choice to be made in the world, and America has serious, rigorous, intelligent, and sometimes ruthless adversaries.”</p><p><blockquote>“Palantir 首席执行官亚历克斯-卡普（Alex Karp）在 6 月份的一次采访中告诉我：”我们在 2004 年创办公司时，我们的想法是为我们的情报和军事界带来世界一流的软件。“硅谷的许多公司要么公开、要么心照不宣，要么拖拖拉拉地拒绝与美国政府合作。.我相信，世界上总的来说是有选择的，美国有严肃、严谨、聪明，有时甚至是无情的对手”。</blockquote></p><p> Palantir has also been doing unusual things with the $2.4 billion in cash on its balance sheet. The company is&nbsp;aggressively investing in PIPEs, or private investments in public equities, which are used in almost every SPAC merger to increase the capital raised. Palantir has&nbsp;committed $310 million across more than a dozen SPACs, or special purpose acquisition companies, according to its latest SEC filing. It’s completed $33 million of equity investments across three other companies.</p><p><blockquote>Palantir 还利用其资产负债表上的 24 亿美元现金做了一些不寻常的事情。该公司正在积极投资管道，即公共股权的私人投资，几乎每一次特殊目的收购公司合并都使用管道来增加筹集的资本。根据最新提交给 SEC 的文件，Palantir 已承诺向十几家 SPAC（特殊目的收购公司）投资 3.1 亿美元。该公司已完成对其他三家公司 3300 万美元的股权投资。</blockquote></p><p> The most recent tranche includes $20 million for Fast Radius, which offers a “cloud manufacturing platform;” $15 million for Tritium, a developer of electric vehicle chargers; $15 million for AdTheorent, which sells advertising software driven by machine learning; and $10 million for FinAccel, an Asian financial-services company.</p><p><blockquote>最近一笔款项包括向 Fast Radius 提供 2000 万美元，该公司提供 “云制造平台”；1500万美元收购电动汽车充电器开发商Tritium；1500万美元收购AdTheorent，该公司销售由机器学习驱动的广告软件；以及亚洲金融服务公司 FinAccel 的 1000 万美元。</blockquote></p><p> All the targets have signed up to be Palantir customers. As of June 30, Palantir said it had commercial contracts with its SPAC portfolio companies with a potential value of $428 million; the revenue contribution in the latest quarter was just $3 million, or less than 1% of the total.</p><p><blockquote>所有目标都已注册成为Palantir客户。截至 6 月 30 日，Palantir 表示，其与其 SPAC 投资组合公司签订了潜在价值 4.28 亿美元的商业合同；最近一个季度的收入贡献仅为300万美元，不到总额的1%。</blockquote></p><p> SPACs are a highly speculative place for a public company to be parking its cash. But I’d argue that Palantir’s decision to provide capital to new customers isn’t so different from offering vendor debt financing for hardware purchases—as&nbsp;IBM(IBM) and HP Enterprise (HPE) do—or from running robust venture capital programs, as do&nbsp;Intel(INTC) and&nbsp;Salesforce.com(CRM).</p><p><blockquote>SPAC 是上市公司存放现金的高度投机性的地方。但我认为，Palantir 向新客户提供资本的决定与为硬件采购提供供应商债务融资（如 IBM（IBM）和惠普企业（HPE）所做的那样）或运行稳健的风险投资计划（如英特尔（INTC）和 Salesforce.com（CRM）所做的那样）并没有太大区别。</blockquote></p><p> Even so, it makes some analysts squeamish. “While we don’t oppose thinking outside the box, we think the strategy may have been taken too far, particularly with software contracts that appear to be negotiated alongside an investment by Palantir in the same customer,” Citi’s Tyler Radke wrote in a recent research note.</p><p><blockquote>即便如此，这也让一些分析师感到不安。“花旗银行的泰勒-拉德克（Tyler Radke）在最近的一份研究报告中写道：”虽然我们不反对跳出框框思考，但我们认为这种策略可能走得太远了，尤其是软件合同似乎是在 Palantir 对同一客户的投资同时谈判的。</blockquote></p><p> The outside-the-box strategy goes beyond SPACs. This past week, Palantir disclosed that it had purchased $50.7 million worth of 100-ounce gold bars—a pretty strange move, even for Palantir. I ran a text search in the SEC’s database looking for references to gold bars, and found only references to other gold companies. The move makes&nbsp;Tesla’s(TSLA) Bitcoin purchases seem mundane.</p><p><blockquote>开箱即用的策略超越了 SPAC。上周，Palantir 披露其购买了价值 5070 万美元的 100 盎司金条——即使对 Palantir 来说，这也是一个相当奇怪的举动。我在美国证券交易委员会的数据库中进行了文本搜索，寻找金条的参考资料，结果只找到了其他黄金公司的参考资料。此举让特斯拉（TSLA）在比特币的收购显得平淡无奇。</blockquote></p><p> The fact that Palantir decided to buy physical gold, rather than, say, the&nbsp;SPDR Gold Shares&nbsp;ETF (GLD), makes it odder still. Palatnir ends up looking like the corporate equivalent of a doomsday prepper. I tried to follow-up with Karp to ask about the sudden interest in gold, but Palantir declined to make him available.</p><p><blockquote>Palantir 决定购买实物黄金，而不是 SPDR 黄金股票 ETF (GLD)，这一事实让事情变得更加奇怪。帕拉特尼尔最终看起来就像一个世界末日准备者的公司。我试图跟进卡普，询问他对黄金的突然兴趣，但帕兰蒂尔拒绝让他有空。</blockquote></p><p> One analyst who follows the company told me that the SPAC program and the foray into gold make Palantir a hard sell for institutional investors. You can see that in the shareholder base. Institutions hold only 25% of Palantir shares—compared with&nbsp;Oracle’s(ORCL) 46%,Snowflake’s(SNOW) 58%, and&nbsp;Microsoft’s(MSFT) 71%.</p><p><blockquote>一位关注该公司的分析师告诉我，SPAC 计划和进军黄金市场使得 Palantir 成为机构投资者难以出售的对象。你可以在股东基础中看到这一点。机构仅持有 Palantir 25% 的股份，而甲骨文 (ORCL) 持有 46%，雪花 (SNOW) 持有 58%，微软 (MSFT) 持有 71%。</blockquote></p><p></p><p> But the same analyst is still bullish on Palantir and says it offers “a very interesting set of solutions to buyers that require scale and sophistication.”</p><p><blockquote>但这位分析师仍然看好 Palantir，并称它为 “需要规模和成熟度的买家提供了一套非常有趣的解决方案”。</blockquote></p><p> Palantir has a fanatical following among individual investors, and the company is playing to its fans. During its June-quarter earnings call, Palantir took nine questions from retail investors and just four from analysts.</p><p><blockquote>Palantir 在个人投资者中拥有狂热的追随者，该公司正在迎合其粉丝。在 6 月份季度收益看涨期权上，Palantir 回答了散户投资者的 9 个问题，而分析师只回答了 4 个问题。</blockquote></p><p> On traditional metrics, Palantir isn’t cheap. The stock trades for 25 times estimated 2022 sales. But strip away the craziness, and Palantir looks like the single best bet on the future of complex data analytics. There aren’t many other ways for investors to play the opportunity—and the world isn’t getting any simpler or less dangerous.</p><p><blockquote>按照传统标准，Palantir 并不便宜。该股交易价格是 2022 年预计销售额的 25 倍。但抛开疯狂，Palantir 看起来像是复杂数据分析未来的最佳选择。对于投资者来说，没有太多其他方法可以利用这个机会--这个世界并没有变得更简单或更不危险。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.<blockquote>Palantir是一个谜。其股票的机会要明显得多。</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\">\nPalantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.<blockquote>Palantir是一个谜。其股票的机会要明显得多。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-23 23:25</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the stock.</p><p><blockquote>Palantir Technologies 是世界上最古怪的科技公司之一，上周的故事变得比以往任何时候都更加离奇。但在表面之下，企业和股票都有一个奇怪而令人信服的理由。</blockquote></p><p> Palantir (ticker: PLTR) provides data analytics software to both commercial and government clients. The 18-year-old company has two primary platforms—Gotham, for government applications, and Foundry, for commercial customers. Palantir has a long history of serving U.S. military and intelligence agencies, but lately it’s&nbsp;been building out its sales team to bulk up its commercial business. That plan seems to be getting traction.</p><p><blockquote>Palantir（股票代码：PLTR）为商业和政府客户提供数据分析软件。这家拥有 18 年历史的公司有两个主要平台——面向政府应用的 Gotham 和面向商业客户的 Foundry。Palantir 长期以来一直为美国军方和情报机构服务，但最近它一直在组建销售团队，以扩大其商业业务。这个计划似乎越来越受欢迎。</blockquote></p><p> Palantir went public in a direct listing last September, with the stock&nbsp;opening at $10. It’s since taken shareholders on a wild ride, trading as high as $45 earlier this year. It’s now around $25, still up 150% from listing day.</p><p><blockquote>Palantir 去年 9 月直接上市，股价开盘价为 10 美元。此后，股东们一路狂奔，今年早些时候的交易价格一度高达 45 美元。现在的价格约为 25 美元，比上市当天仍上涨了 150%。</blockquote></p><p> In its&nbsp;recently reported June quarter, Palantir posted revenue of $376 million, up 49% from the year-earlier level. The company got a big boost from its U.S. commercial business, which grew 90%. Palantir sees September quarter revenue inching up to $385 million, and it continues to forecast annual top-line growth of 30%-plus through 2025.</p><p><blockquote>在最近公布的 6 月份季度中，Palantir 的收入为 3.76 亿美元，比去年同期增长 49%。该公司的美国商业业务增长了 90%，极大地推动了该公司的发展。Palantir 预计 9 月份季度收入将小幅升至 3.85 亿美元，并继续预测到 2025 年年营收增长将达到 30% 以上。</blockquote></p><p> But the core story gets lost in the noise—Palantir seems to thrive on controversy. Almost everything it does is outside the box. Before last year’s stock listing, Palantir quietly moved its headquarters to Denver from Palo Alto. The reasoning boils down to politics.</p><p><blockquote>但核心故事在噪音中消失了——Palantir 似乎在争议中茁壮成长。它做的几乎一切都是打破常规的。在去年上市之前，Palantir 悄然将总部从帕洛阿尔托迁至丹佛。原因可以归结为政治。</blockquote></p><p> “When we started the company in 2004, the idea was to bring world-class software to our intelligence and military communities,” Palantir CEO Alex Karp&nbsp;told me in a June interview. “Numerous companies in Silicon Valley have refused either overtly, tacitly, or by dragging their feet, to work with the U.S. government. … I believe in general there’s a choice to be made in the world, and America has serious, rigorous, intelligent, and sometimes ruthless adversaries.”</p><p><blockquote>“Palantir 首席执行官亚历克斯-卡普（Alex Karp）在 6 月份的一次采访中告诉我：”我们在 2004 年创办公司时，我们的想法是为我们的情报和军事界带来世界一流的软件。“硅谷的许多公司要么公开、要么心照不宣，要么拖拖拉拉地拒绝与美国政府合作。.我相信，世界上总的来说是有选择的，美国有严肃、严谨、聪明，有时甚至是无情的对手”。</blockquote></p><p> Palantir has also been doing unusual things with the $2.4 billion in cash on its balance sheet. The company is&nbsp;aggressively investing in PIPEs, or private investments in public equities, which are used in almost every SPAC merger to increase the capital raised. Palantir has&nbsp;committed $310 million across more than a dozen SPACs, or special purpose acquisition companies, according to its latest SEC filing. It’s completed $33 million of equity investments across three other companies.</p><p><blockquote>Palantir 还利用其资产负债表上的 24 亿美元现金做了一些不寻常的事情。该公司正在积极投资管道，即公共股权的私人投资，几乎每一次特殊目的收购公司合并都使用管道来增加筹集的资本。根据最新提交给 SEC 的文件，Palantir 已承诺向十几家 SPAC（特殊目的收购公司）投资 3.1 亿美元。该公司已完成对其他三家公司 3300 万美元的股权投资。</blockquote></p><p> The most recent tranche includes $20 million for Fast Radius, which offers a “cloud manufacturing platform;” $15 million for Tritium, a developer of electric vehicle chargers; $15 million for AdTheorent, which sells advertising software driven by machine learning; and $10 million for FinAccel, an Asian financial-services company.</p><p><blockquote>最近一笔款项包括向 Fast Radius 提供 2000 万美元，该公司提供 “云制造平台”；1500万美元收购电动汽车充电器开发商Tritium；1500万美元收购AdTheorent，该公司销售由机器学习驱动的广告软件；以及亚洲金融服务公司 FinAccel 的 1000 万美元。</blockquote></p><p> All the targets have signed up to be Palantir customers. As of June 30, Palantir said it had commercial contracts with its SPAC portfolio companies with a potential value of $428 million; the revenue contribution in the latest quarter was just $3 million, or less than 1% of the total.</p><p><blockquote>所有目标都已注册成为Palantir客户。截至 6 月 30 日，Palantir 表示，其与其 SPAC 投资组合公司签订了潜在价值 4.28 亿美元的商业合同；最近一个季度的收入贡献仅为300万美元，不到总额的1%。</blockquote></p><p> SPACs are a highly speculative place for a public company to be parking its cash. But I’d argue that Palantir’s decision to provide capital to new customers isn’t so different from offering vendor debt financing for hardware purchases—as&nbsp;IBM(IBM) and HP Enterprise (HPE) do—or from running robust venture capital programs, as do&nbsp;Intel(INTC) and&nbsp;Salesforce.com(CRM).</p><p><blockquote>SPAC 是上市公司存放现金的高度投机性的地方。但我认为，Palantir 向新客户提供资本的决定与为硬件采购提供供应商债务融资（如 IBM（IBM）和惠普企业（HPE）所做的那样）或运行稳健的风险投资计划（如英特尔（INTC）和 Salesforce.com（CRM）所做的那样）并没有太大区别。</blockquote></p><p> Even so, it makes some analysts squeamish. “While we don’t oppose thinking outside the box, we think the strategy may have been taken too far, particularly with software contracts that appear to be negotiated alongside an investment by Palantir in the same customer,” Citi’s Tyler Radke wrote in a recent research note.</p><p><blockquote>即便如此，这也让一些分析师感到不安。“花旗银行的泰勒-拉德克（Tyler Radke）在最近的一份研究报告中写道：”虽然我们不反对跳出框框思考，但我们认为这种策略可能走得太远了，尤其是软件合同似乎是在 Palantir 对同一客户的投资同时谈判的。</blockquote></p><p> The outside-the-box strategy goes beyond SPACs. This past week, Palantir disclosed that it had purchased $50.7 million worth of 100-ounce gold bars—a pretty strange move, even for Palantir. I ran a text search in the SEC’s database looking for references to gold bars, and found only references to other gold companies. The move makes&nbsp;Tesla’s(TSLA) Bitcoin purchases seem mundane.</p><p><blockquote>开箱即用的策略超越了 SPAC。上周，Palantir 披露其购买了价值 5070 万美元的 100 盎司金条——即使对 Palantir 来说，这也是一个相当奇怪的举动。我在美国证券交易委员会的数据库中进行了文本搜索，寻找金条的参考资料，结果只找到了其他黄金公司的参考资料。此举让特斯拉（TSLA）在比特币的收购显得平淡无奇。</blockquote></p><p> The fact that Palantir decided to buy physical gold, rather than, say, the&nbsp;SPDR Gold Shares&nbsp;ETF (GLD), makes it odder still. Palatnir ends up looking like the corporate equivalent of a doomsday prepper. I tried to follow-up with Karp to ask about the sudden interest in gold, but Palantir declined to make him available.</p><p><blockquote>Palantir 决定购买实物黄金，而不是 SPDR 黄金股票 ETF (GLD)，这一事实让事情变得更加奇怪。帕拉特尼尔最终看起来就像一个世界末日准备者的公司。我试图跟进卡普，询问他对黄金的突然兴趣，但帕兰蒂尔拒绝让他有空。</blockquote></p><p> One analyst who follows the company told me that the SPAC program and the foray into gold make Palantir a hard sell for institutional investors. You can see that in the shareholder base. Institutions hold only 25% of Palantir shares—compared with&nbsp;Oracle’s(ORCL) 46%,Snowflake’s(SNOW) 58%, and&nbsp;Microsoft’s(MSFT) 71%.</p><p><blockquote>一位关注该公司的分析师告诉我，SPAC 计划和进军黄金市场使得 Palantir 成为机构投资者难以出售的对象。你可以在股东基础中看到这一点。机构仅持有 Palantir 25% 的股份，而甲骨文 (ORCL) 持有 46%，雪花 (SNOW) 持有 58%，微软 (MSFT) 持有 71%。</blockquote></p><p></p><p> But the same analyst is still bullish on Palantir and says it offers “a very interesting set of solutions to buyers that require scale and sophistication.”</p><p><blockquote>但这位分析师仍然看好 Palantir，并称它为 “需要规模和成熟度的买家提供了一套非常有趣的解决方案”。</blockquote></p><p> Palantir has a fanatical following among individual investors, and the company is playing to its fans. During its June-quarter earnings call, Palantir took nine questions from retail investors and just four from analysts.</p><p><blockquote>Palantir 在个人投资者中拥有狂热的追随者，该公司正在迎合其粉丝。在 6 月份季度收益看涨期权上，Palantir 回答了散户投资者的 9 个问题，而分析师只回答了 4 个问题。</blockquote></p><p> On traditional metrics, Palantir isn’t cheap. The stock trades for 25 times estimated 2022 sales. But strip away the craziness, and Palantir looks like the single best bet on the future of complex data analytics. There aren’t many other ways for investors to play the opportunity—and the world isn’t getting any simpler or less dangerous.</p><p><blockquote>按照传统标准，Palantir 并不便宜。该股交易价格是 2022 年预计销售额的 25 倍。但抛开疯狂，Palantir 看起来像是复杂数据分析未来的最佳选择。对于投资者来说，没有太多其他方法可以利用这个机会--这个世界并没有变得更简单或更不危险。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/palantir-stock-spacs-gold-51629497963?mod=hp_LEADSUPP_3\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.barrons.com/articles/palantir-stock-spacs-gold-51629497963?mod=hp_LEADSUPP_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179203616","content_text":"Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the stock.\nPalantir (ticker: PLTR) provides data analytics software to both commercial and government clients. The 18-year-old company has two primary platforms—Gotham, for government applications, and Foundry, for commercial customers. Palantir has a long history of serving U.S. military and intelligence agencies, but lately it’s been building out its sales team to bulk up its commercial business. That plan seems to be getting traction.\nPalantir went public in a direct listing last September, with the stock opening at $10. It’s since taken shareholders on a wild ride, trading as high as $45 earlier this year. It’s now around $25, still up 150% from listing day.\nIn its recently reported June quarter, Palantir posted revenue of $376 million, up 49% from the year-earlier level. The company got a big boost from its U.S. commercial business, which grew 90%. Palantir sees September quarter revenue inching up to $385 million, and it continues to forecast annual top-line growth of 30%-plus through 2025.\nBut the core story gets lost in the noise—Palantir seems to thrive on controversy. Almost everything it does is outside the box. Before last year’s stock listing, Palantir quietly moved its headquarters to Denver from Palo Alto. The reasoning boils down to politics.\n“When we started the company in 2004, the idea was to bring world-class software to our intelligence and military communities,” Palantir CEO Alex Karp told me in a June interview. “Numerous companies in Silicon Valley have refused either overtly, tacitly, or by dragging their feet, to work with the U.S. government. … I believe in general there’s a choice to be made in the world, and America has serious, rigorous, intelligent, and sometimes ruthless adversaries.”\nPalantir has also been doing unusual things with the $2.4 billion in cash on its balance sheet. The company is aggressively investing in PIPEs, or private investments in public equities, which are used in almost every SPAC merger to increase the capital raised. Palantir has committed $310 million across more than a dozen SPACs, or special purpose acquisition companies, according to its latest SEC filing. It’s completed $33 million of equity investments across three other companies.\n\nThe most recent tranche includes $20 million for Fast Radius, which offers a “cloud manufacturing platform;” $15 million for Tritium, a developer of electric vehicle chargers; $15 million for AdTheorent, which sells advertising software driven by machine learning; and $10 million for FinAccel, an Asian financial-services company.\nAll the targets have signed up to be Palantir customers. As of June 30, Palantir said it had commercial contracts with its SPAC portfolio companies with a potential value of $428 million; the revenue contribution in the latest quarter was just $3 million, or less than 1% of the total.\nSPACs are a highly speculative place for a public company to be parking its cash. But I’d argue that Palantir’s decision to provide capital to new customers isn’t so different from offering vendor debt financing for hardware purchases—as IBM(IBM) and HP Enterprise (HPE) do—or from running robust venture capital programs, as do Intel(INTC) and Salesforce.com(CRM).\nEven so, it makes some analysts squeamish. “While we don’t oppose thinking outside the box, we think the strategy may have been taken too far, particularly with software contracts that appear to be negotiated alongside an investment by Palantir in the same customer,” Citi’s Tyler Radke wrote in a recent research note.\nThe outside-the-box strategy goes beyond SPACs. This past week, Palantir disclosed that it had purchased $50.7 million worth of 100-ounce gold bars—a pretty strange move, even for Palantir. I ran a text search in the SEC’s database looking for references to gold bars, and found only references to other gold companies. The move makes Tesla’s(TSLA) Bitcoin purchases seem mundane.\nThe fact that Palantir decided to buy physical gold, rather than, say, the SPDR Gold Shares ETF (GLD), makes it odder still. Palatnir ends up looking like the corporate equivalent of a doomsday prepper. I tried to follow-up with Karp to ask about the sudden interest in gold, but Palantir declined to make him available.\nOne analyst who follows the company told me that the SPAC program and the foray into gold make Palantir a hard sell for institutional investors. You can see that in the shareholder base. Institutions hold only 25% of Palantir shares—compared with Oracle’s(ORCL) 46%,Snowflake’s(SNOW) 58%, and Microsoft’s(MSFT) 71%.\nBut the same analyst is still bullish on Palantir and says it offers “a very interesting set of solutions to buyers that require scale and sophistication.”\nPalantir has a fanatical following among individual investors, and the company is playing to its fans. During its June-quarter earnings call, Palantir took nine questions from retail investors and just four from analysts.\nOn traditional metrics, Palantir isn’t cheap. The stock trades for 25 times estimated 2022 sales. But strip away the craziness, and Palantir looks like the single best bet on the future of complex data analytics. There aren’t many other ways for investors to play the opportunity—and the world isn’t getting any simpler or less dangerous.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":993,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184240053,"gmtCreate":1623716960172,"gmtModify":1634029729134,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581223392197361","idStr":"3581223392197361"},"themes":[],"title":"","htmlText":"Like and comment please. Will reply&nbsp;","listText":"Like and comment please. Will reply&nbsp;","text":"Like and comment please. Will reply","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/184240053","repostId":"2143738496","repostType":4,"isVote":1,"tweetType":1,"viewCount":594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881315532,"gmtCreate":1631291949526,"gmtModify":1631890225216,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581223392197361","idStr":"3581223392197361"},"themes":[],"title":"","htmlText":"Like and comment pls&nbsp;","listText":"Like and comment pls&nbsp;","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/881315532","repostId":"1117851011","repostType":4,"isVote":1,"tweetType":1,"viewCount":2929,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141430965,"gmtCreate":1625884087157,"gmtModify":1633936413023,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581223392197361","idStr":"3581223392197361"},"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/141430965","repostId":"1195812364","repostType":4,"repost":{"id":"1195812364","kind":"news","pubTimestamp":1625875523,"share":"https://www.laohunote.com/m/news/1195812364?lang=zh_CN&edition=full","pubTime":"2021-07-10 08:05","market":"us","language":"en","title":"US IPO Week Ahead: Real estate, post-pandemic plays and more in an 9 IPO week<blockquote>美国 IPO 周即将到来：房地产、大流行后的戏剧等 IPO 周第 9 周</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195812364","media":"Renaissance Capital","summary":"Italian drug container supplier Stevanato Group plans to raise $900 million at a $6.8 billion market cap. Controlled by its founding family, the profitable company supplies glass vials, syringes, and other medical-grade containers to more than 700 customers, including 41 of the top 50 pharmaceutical companies.Shopping center REIT Phillips Edison & Company plans to raise $502 million at a $3.7 billion market cap. This REIT owns equity interests in 300 shopping centers across the US, focusing on l","content":"<p>After a slow holiday week, nine IPOs are scheduled to raise over $3 billion in the week ahead.</p><p><blockquote>在度过了缓慢的假期周之后，未来一周将有 9 笔 IPO 筹集超过 30 亿美元。</blockquote></p><p> Italian drug container supplier&nbsp;<b>Stevanato Group</b>(STVN) plans to raise $900 million at a $6.8 billion market cap. Controlled by its founding family, the profitable company supplies glass vials, syringes, and other medical-grade containers to more than 700 customers, including 41 of the top 50 pharmaceutical companies.</p><p><blockquote>意大利药品容器供应商<b>斯特瓦纳托集团</b>(STVN) 计划以 68 亿美元的市值筹集 9 亿美元。这家盈利的公司由其创始家族控制，为 700 多家客户提供玻璃小瓶、注射器和其他医疗级容器，其中包括 41 家排名前 50 的制药公司。</blockquote></p><p> Shopping center REIT&nbsp;<b>Phillips Edison &amp; Company</b>(PECO) plans to raise $502 million at a $3.7 billion market cap. This REIT owns equity interests in 300 shopping centers across the US, focusing on locations that are anchored by grocers like Kroger and Public. It targets a 3.5% annualized yield at the midpoint.</p><p><blockquote>购物中心产业信讬基金<b>菲利普斯爱迪生公司</b>(PECO) 计划以 37 亿美元的市值筹集 5.02 亿美元。该房地产投资信托基金拥有美国 300 家购物中心的股权，专注于 Kroger 和 Public 等杂货商经营的地点。它的目标是中点年化收益率为 3.5%。</blockquote></p><p> Known for its member-only luxury hotel brand Soho House,<b>Membership Collective Group</b>(MCG) plans to raise $450 at a $3.2 billion market cap. The company boasts a large and loyal member base, though it has no track record of profitability and saw revenue fall by almost half in the 1Q21.</p><p><blockquote>以会员专属豪华酒店品牌Soho House而闻名，<b>会员资格集体组</b>(MCG) 计划以 32 亿美元的市值筹集 450 美元。该公司拥有庞大而忠诚的会员基础，尽管它没有盈利记录，并且在2021年第一季度的收入下降了近一半。</blockquote></p><p> Mark Wahlberg-backed fitness franchise&nbsp;<b>F45 Training</b>(FXLV) plans to raise $325 million at a $1.5 billion market cap. Specializing in 45-minute workouts, F45 has over 1,500 studios worldwide. The company managed a 37% EBITDA in the trailing 12 months, though the company’s expected post-pandemic growth has yet to show through in the numbers.</p><p><blockquote>马克·沃尔伯格支持的健身特许经营权<b>F45训练</b>(FXLV) 计划以 15 亿美元的市值筹集 3.25 亿美元。F45专注于45分钟的锻炼，在全球拥有1500多个工作室。该公司在过去 12 个月中实现了 37% 的 EBITDA，尽管该公司预期的大流行后增长尚未在数据中体现出来。</blockquote></p><p> Mortgage software provider&nbsp;<b>Blend Labs</b>(BLND) plans to raise $340 million at a $4.5 billion market cap. Blend Labs provides a digital platform to financial services firms that improves the consumer experience when applying for mortgages and loans. Despite doubling revenue in 2020, the core software business is highly unprofitable due to R&amp;D and S&amp;M spend.</p><p><blockquote>抵押软件提供商<b>混合实验室</b>(BLND) 计划以 45 亿美元的市值筹集 3.4 亿美元。Blend Labs为金融服务公司提供了一个数字平台，改善了消费者申请抵押贷款和贷款时的体验。尽管2020年收入翻了一番，但由于R&amp;D和S&amp;M支出，核心软件业务高度无利可图。</blockquote></p><p> <b>Bridge Investment Group</b>(BRDG) plans to raise $300 million at a $1.8 billion market cap. This investment manager specializes in real estate equity and debt across multiple sectors. As of 3/31/2021, Bridge Investment Group has approximately $26 billion of AUM with more than 6,500 individual investors across 25 investment vehicles.</p><p><blockquote><b>桥梁投资集团</b>(BRDG) 计划以 18 亿美元的市值筹集 3 亿美元。这位投资经理专门从事多个行业的房地产股权和债务。截至2021年3月31日，Bridge Investment Group拥有约260亿美元的资产管理规模，拥有25种投资工具的6,500多名个人投资者。</blockquote></p><p> Ocular medical device provider&nbsp;<b>Sight Sciences</b>(SGHT) plans to raise $150 million at a $1 billion market cap. The company develops and sells medical and surgical devices that present new treatment options for eye diseases. The highly unprofitable company showed signs of re-accelerating growth in the 1Q21 (+32%) after the pandemic delayed elective procedures in 2020.</p><p><blockquote>眼科医疗器械供应商<b>视觉科学</b>(SGHT) 计划以 10 亿美元的市值筹集 1.5 亿美元。该公司开发和销售医疗和外科设备，为眼部疾病提供新的治疗选择。在疫情推迟了2020年的选择性程序后，这家高度无利可图的公司在2021年第一季度显示出重新加速增长的迹象（+32%）。</blockquote></p><p> Pregnancy diagnostics company&nbsp;<b>Sera Prognostics</b>(SERA) plans to raise $75 million at a $564 million market cap. The company uses its proteomics and bioinformatics platform to develop biomarker tests aimed at improving pregnancy outcomes. Sera Prognostics’ sole commercial product, the PreTRM test, predicts the risk of a premature delivery, though it has yet to generate meaningful revenue.</p><p><blockquote>妊娠诊断公司<b>血清预后</b>（SERA）计划以5.64亿美元的市值筹集7500万美元。该公司利用其蛋白质组学和生物信息学平台开发生物标志物测试，旨在改善妊娠结局。Sera Prognostics 的唯一商业产品 PreTRM 测试可以预测早产的风险，但尚未产生有意义的收入。</blockquote></p><p> A hold-over from last week, early-stage kidney disease biotech&nbsp;<b>Unicycive Therapeutics</b>(UNCY) plans to raise $25 million at a $79 million market cap.</p><p><blockquote>上周的延迟，早期肾病生物技术<b>Unicycive 疗法</b>(UNCY) 计划以 7900 万美元的市值筹集 2500 万美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ad3dc9b07583a28aad047e44802c899e\" tg-width=\"942\" tg-height=\"732\"></p><p><blockquote></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 7/8/21, the Renaissance IPO Index was down 0.8% year-to-date, while the S&amp;P 500 was up 15.0%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 5.2% year-to-date, while the ACWX was up 7.3%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International 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21年7月8日，文艺复兴IPO指数年初至今下跌0.8%，而标普500上涨15.0%。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 Snowflake (SNOW) 和 Palantir Technologies (PLTR)。Renaissance International IPO 指数今年迄今下跌 5.2%，而 ACWX 指数上涨 7.3%。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 Smoore International 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>US IPO Week Ahead: Real estate, post-pandemic plays and more in an 9 IPO week<blockquote>美国 IPO 周即将到来：房地产、大流行后的戏剧等 IPO 周第 9 周</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: Real estate, post-pandemic plays and more in an 9 IPO week<blockquote>美国 IPO 周即将到来：房地产、大流行后的戏剧等 IPO 周第 9 周</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\">2021-07-10 08:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After a slow holiday week, nine IPOs are scheduled to raise over $3 billion in the week ahead.</p><p><blockquote>在度过了缓慢的假期周之后，未来一周将有 9 笔 IPO 筹集超过 30 亿美元。</blockquote></p><p> Italian drug container supplier&nbsp;<b>Stevanato Group</b>(STVN) plans to raise $900 million at a $6.8 billion market cap. Controlled by its founding family, the profitable company supplies glass vials, syringes, and other medical-grade containers to more than 700 customers, including 41 of the top 50 pharmaceutical companies.</p><p><blockquote>意大利药品容器供应商<b>斯特瓦纳托集团</b>(STVN) 计划以 68 亿美元的市值筹集 9 亿美元。这家盈利的公司由其创始家族控制，为 700 多家客户提供玻璃小瓶、注射器和其他医疗级容器，其中包括 41 家排名前 50 的制药公司。</blockquote></p><p> Shopping center REIT&nbsp;<b>Phillips Edison &amp; Company</b>(PECO) plans to raise $502 million at a $3.7 billion market cap. This REIT owns equity interests in 300 shopping centers across the US, focusing on locations that are anchored by grocers like Kroger and Public. It targets a 3.5% annualized yield at the midpoint.</p><p><blockquote>购物中心产业信讬基金<b>菲利普斯爱迪生公司</b>(PECO) 计划以 37 亿美元的市值筹集 5.02 亿美元。该房地产投资信托基金拥有美国 300 家购物中心的股权，专注于 Kroger 和 Public 等杂货商经营的地点。它的目标是中点年化收益率为 3.5%。</blockquote></p><p> Known for its member-only luxury hotel brand Soho House,<b>Membership Collective Group</b>(MCG) plans to raise $450 at a $3.2 billion market cap. The company boasts a large and loyal member base, though it has no track record of profitability and saw revenue fall by almost half in the 1Q21.</p><p><blockquote>以会员专属豪华酒店品牌Soho House而闻名，<b>会员资格集体组</b>(MCG) 计划以 32 亿美元的市值筹集 450 美元。该公司拥有庞大而忠诚的会员基础，尽管它没有盈利记录，并且在2021年第一季度的收入下降了近一半。</blockquote></p><p> Mark Wahlberg-backed fitness franchise&nbsp;<b>F45 Training</b>(FXLV) plans to raise $325 million at a $1.5 billion market cap. Specializing in 45-minute workouts, F45 has over 1,500 studios worldwide. The company managed a 37% EBITDA in the trailing 12 months, though the company’s expected post-pandemic growth has yet to show through in the numbers.</p><p><blockquote>马克·沃尔伯格支持的健身特许经营权<b>F45训练</b>(FXLV) 计划以 15 亿美元的市值筹集 3.25 亿美元。F45专注于45分钟的锻炼，在全球拥有1500多个工作室。该公司在过去 12 个月中实现了 37% 的 EBITDA，尽管该公司预期的大流行后增长尚未在数据中体现出来。</blockquote></p><p> Mortgage software provider&nbsp;<b>Blend Labs</b>(BLND) plans to raise $340 million at a $4.5 billion market cap. Blend Labs provides a digital platform to financial services firms that improves the consumer experience when applying for mortgages and loans. Despite doubling revenue in 2020, the core software business is highly unprofitable due to R&amp;D and S&amp;M spend.</p><p><blockquote>抵押软件提供商<b>混合实验室</b>(BLND) 计划以 45 亿美元的市值筹集 3.4 亿美元。Blend Labs为金融服务公司提供了一个数字平台，改善了消费者申请抵押贷款和贷款时的体验。尽管2020年收入翻了一番，但由于R&amp;D和S&amp;M支出，核心软件业务高度无利可图。</blockquote></p><p> <b>Bridge Investment Group</b>(BRDG) plans to raise $300 million at a $1.8 billion market cap. This investment manager specializes in real estate equity and debt across multiple sectors. As of 3/31/2021, Bridge Investment Group has approximately $26 billion of AUM with more than 6,500 individual investors across 25 investment vehicles.</p><p><blockquote><b>桥梁投资集团</b>(BRDG) 计划以 18 亿美元的市值筹集 3 亿美元。这位投资经理专门从事多个行业的房地产股权和债务。截至2021年3月31日，Bridge Investment Group拥有约260亿美元的资产管理规模，拥有25种投资工具的6,500多名个人投资者。</blockquote></p><p> Ocular medical device provider&nbsp;<b>Sight Sciences</b>(SGHT) plans to raise $150 million at a $1 billion market cap. The company develops and sells medical and surgical devices that present new treatment options for eye diseases. The highly unprofitable company showed signs of re-accelerating growth in the 1Q21 (+32%) after the pandemic delayed elective procedures in 2020.</p><p><blockquote>眼科医疗器械供应商<b>视觉科学</b>(SGHT) 计划以 10 亿美元的市值筹集 1.5 亿美元。该公司开发和销售医疗和外科设备，为眼部疾病提供新的治疗选择。在疫情推迟了2020年的选择性程序后，这家高度无利可图的公司在2021年第一季度显示出重新加速增长的迹象（+32%）。</blockquote></p><p> Pregnancy diagnostics company&nbsp;<b>Sera Prognostics</b>(SERA) plans to raise $75 million at a $564 million market cap. The company uses its proteomics and bioinformatics platform to develop biomarker tests aimed at improving pregnancy outcomes. Sera Prognostics’ sole commercial product, the PreTRM test, predicts the risk of a premature delivery, though it has yet to generate meaningful revenue.</p><p><blockquote>妊娠诊断公司<b>血清预后</b>（SERA）计划以5.64亿美元的市值筹集7500万美元。该公司利用其蛋白质组学和生物信息学平台开发生物标志物测试，旨在改善妊娠结局。Sera Prognostics 的唯一商业产品 PreTRM 测试可以预测早产的风险，但尚未产生有意义的收入。</blockquote></p><p> A hold-over from last week, early-stage kidney disease biotech&nbsp;<b>Unicycive Therapeutics</b>(UNCY) plans to raise $25 million at a $79 million market cap.</p><p><blockquote>上周的延迟，早期肾病生物技术<b>Unicycive 疗法</b>(UNCY) 计划以 7900 万美元的市值筹集 2500 万美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ad3dc9b07583a28aad047e44802c899e\" tg-width=\"942\" tg-height=\"732\"></p><p><blockquote></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 7/8/21, the Renaissance IPO Index was down 0.8% year-to-date, while the S&amp;P 500 was up 15.0%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 5.2% year-to-date, while the ACWX was up 7.3%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International 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21年7月8日，文艺复兴IPO指数年初至今下跌0.8%，而标普500上涨15.0%。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 Snowflake (SNOW) 和 Palantir Technologies (PLTR)。Renaissance International IPO 指数今年迄今下跌 5.2%，而 ACWX 指数上涨 7.3%。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 Smoore International 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/83879/US-IPO-Week-Ahead-Real-estate-post-pandemic-plays-and-more-in-an-9-IPO-week\">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":{"STVN":"Stevanato Group S.p.A.",".SPX":"S&P 500 Index","BRDG":"Bridge Investment Group Holdings Inc.",".DJI":"道琼斯","SGHT":"Sight Sciences, Inc.","FXLV":"F45 Training Holdings Inc.","PECO":"Phillips Edison & Company, Inc.",".IXIC":"NASDAQ Composite","SERA":"Sera Prognostics, Inc.","BLND":"Blend Labs, Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/83879/US-IPO-Week-Ahead-Real-estate-post-pandemic-plays-and-more-in-an-9-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195812364","content_text":"After a slow holiday week, nine IPOs are scheduled to raise over $3 billion in the week ahead.\nItalian drug container supplier Stevanato Group(STVN) plans to raise $900 million at a $6.8 billion market cap. Controlled by its founding family, the profitable company supplies glass vials, syringes, and other medical-grade containers to more than 700 customers, including 41 of the top 50 pharmaceutical companies.\nShopping center REIT Phillips Edison & Company(PECO) plans to raise $502 million at a $3.7 billion market cap. This REIT owns equity interests in 300 shopping centers across the US, focusing on locations that are anchored by grocers like Kroger and Public. It targets a 3.5% annualized yield at the midpoint.\nKnown for its member-only luxury hotel brand Soho House,Membership Collective Group(MCG) plans to raise $450 at a $3.2 billion market cap. The company boasts a large and loyal member base, though it has no track record of profitability and saw revenue fall by almost half in the 1Q21.\nMark Wahlberg-backed fitness franchise F45 Training(FXLV) plans to raise $325 million at a $1.5 billion market cap. Specializing in 45-minute workouts, F45 has over 1,500 studios worldwide. The company managed a 37% EBITDA in the trailing 12 months, though the company’s expected post-pandemic growth has yet to show through in the numbers.\nMortgage software provider Blend Labs(BLND) plans to raise $340 million at a $4.5 billion market cap. Blend Labs provides a digital platform to financial services firms that improves the consumer experience when applying for mortgages and loans. Despite doubling revenue in 2020, the core software business is highly unprofitable due to R&D and S&M spend.\nBridge Investment Group(BRDG) plans to raise $300 million at a $1.8 billion market cap. This investment manager specializes in real estate equity and debt across multiple sectors. As of 3/31/2021, Bridge Investment Group has approximately $26 billion of AUM with more than 6,500 individual investors across 25 investment vehicles.\nOcular medical device provider Sight Sciences(SGHT) plans to raise $150 million at a $1 billion market cap. The company develops and sells medical and surgical devices that present new treatment options for eye diseases. The highly unprofitable company showed signs of re-accelerating growth in the 1Q21 (+32%) after the pandemic delayed elective procedures in 2020.\nPregnancy diagnostics company Sera Prognostics(SERA) plans to raise $75 million at a $564 million market cap. The company uses its proteomics and bioinformatics platform to develop biomarker tests aimed at improving pregnancy outcomes. Sera Prognostics’ sole commercial product, the PreTRM test, predicts the risk of a premature delivery, though it has yet to generate meaningful revenue.\nA hold-over from last week, early-stage kidney disease biotech Unicycive Therapeutics(UNCY) plans to raise $25 million at a $79 million market cap.\n\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 7/8/21, the Renaissance IPO Index was down 0.8% year-to-date, while the S&P 500 was up 15.0%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 5.2% year-to-date, while the ACWX was up 7.3%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,"SERA":0.9,".SPX":0.9,"BLND":0.9,"SGHT":0.9,"BRDG":0.9,"PECO":0.9,"FXLV":0.9,"STVN":0.9,"MCG":0.9}},"isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809366451,"gmtCreate":1627348662773,"gmtModify":1633765877898,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581223392197361","idStr":"3581223392197361"},"themes":[],"title":"","htmlText":"Like pls......","listText":"Like pls......","text":"Like pls......","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809366451","repostId":"1153028059","repostType":4,"repost":{"id":"1153028059","kind":"news","pubTimestamp":1627340900,"share":"https://www.laohunote.com/m/news/1153028059?lang=zh_CN&edition=full","pubTime":"2021-07-27 07:08","market":"us","language":"en","title":"Tesla sales surge 98%; company boosts margins on its less-costly electric cars<blockquote>特斯拉销量激增98%；公司提高低成本电动汽车的利润率</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153028059","media":"Reuters","summary":" -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.Tesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.For the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operati","content":"<p>(Reuters) -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.</p><p><blockquote>（路透社） - 特斯拉公司周二公布的第二季度利润高于预期，得益于其价格较低的电动汽车销量大幅增加，同时提高了价格以提高利润率。</blockquote></p><p> Tesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.</p><p><blockquote>特斯拉还削减了成本，这有助于抵消汽车行业面临的许多供应链和微芯片短缺问题。</blockquote></p><p> For the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operation. Tesla boosted its performance by cutting features it said were unused or unneeded and raising U.S. vehicle prices.</p><p><blockquote>自 2019 年底以来，特斯拉的利润首次不依赖于向其他汽车制造商出售环境信用，这是制造业务财务状况不断改善的迹象。特斯拉通过削减其认为未使用或不需要的功能以及提高美国汽车价格来提高其业绩。</blockquote></p><p> Shares of the world’s most valuable automaker rose 1.5% in extended trade.</p><p><blockquote>这家全球最有价值的汽车制造商的股价在盘后交易中上涨了 1.5%。</blockquote></p><p> In a call with investors and analysts, Tesla executives said that volume production growth will depend on parts availability, and Musk cautioned the shortage of semiconductors will continue.</p><p><blockquote>在与投资者和分析师的看涨期权上，特斯拉高管表示，批量生产增长将取决于零部件的可用性，马斯克警告说，半导体短缺将持续。</blockquote></p><p> “The global chip shortage situation remains quite serious,” Musk said.</p><p><blockquote>“马斯克说：”全球芯片短缺形势仍然相当严重。</blockquote></p><p> Still, Musk said Tesla expects to launch production this year of the Model Y SUV at factories under construction in Texas and Germany. He said the company expects battery cell suppliers to double production next year.</p><p><blockquote>尽管如此，马斯克表示，特斯拉预计今年将在德克萨斯州和德国在建工厂开始生产 Model Y SUV。他表示，该公司预计电池供应商明年将产量增加一倍。</blockquote></p><p> Despite the pandemic and the supply chain crisis, Tesla posted record deliveries during the quarter, thanks to sales of cheaper models including Model 3 sedans and Model Ys.</p><p><blockquote>尽管面临疫情和供应链危机，特斯拉本季度的交付量仍创下历史新高，这要归功于包括 Model 3 轿车和 Model Ys 在内的廉价车型的销售。</blockquote></p><p> The carmaker, led by billionaire entrepreneur Elon Musk, said revenue jumped to $11.96 billion from $6.04 billion a year earlier, when its California factory was shut down for more than six weeks due to local lockdown orders to fight the pandemic.</p><p><blockquote>这家由亿万富翁企业家埃隆·马斯克 (Elon Musk) 领导的汽车制造商表示，收入从去年同期的 60.4 亿美元跃升至 119.6 亿美元，当时其加州工厂因当地抗击疫情的封锁令而关闭了六周多。</blockquote></p><p> Analysts had expected revenue of about $11.3 billion, according to IBES data from Refinitiv.</p><p><blockquote>根据 Refinitiv 的 IBES 数据，分析师此前预计收入约为 113 亿美元。</blockquote></p><p> Excluding items, Tesla posted a profit of $1.45 per share, easily topping analyst expectations for a profit of 98 cents per share.</p><p><blockquote>不包括项目，特斯拉公布的每股利润为 1.45 美元，轻松超过分析师预期的每股利润 98 美分。</blockquote></p><p> Tesla said operating income rose with volume growth and cost reduction, which offset higher supply chain costs, lower regulatory credit revenue and other items including $23 million in losses on investment in cryptocurrency bitcoin.</p><p><blockquote>特斯拉表示，经营利润随着销量增长和成本降低而上涨，这抵消了供应链成本上升、监管信贷收入下降和其他项目，包括加密货币比特币投资损失 2300 万美元。</blockquote></p><p> Tesla’s profitability has often relied on selling regulatory credits to other automakers, but in the second quarter, Tesla was profitable without these credits for the first time since the end of 2019. Its GAAP net income was $1.14 billion in the second quarter. Revenue from the credits only totaled $354 million.</p><p><blockquote>特斯拉的盈利能力往往依赖于向其他汽车制造商出售监管积分，但在第二季度，特斯拉自 2019 年底以来首次在没有这些积分的情况下实现盈利。其第二季度 GAAP 净利润为 11.4 亿美元。信贷收入总计仅3.54亿美元。</blockquote></p><p> “Tesla impressed with its numbers, as most of its revenue came from vehicle sales,” Jesse Cohen, senior analyst at Investing.com, said.</p><p><blockquote>“Investing.com 高级分析师杰西-科恩（Jesse Cohen）说：”特斯拉的数据给人留下了深刻的印象，因为其大部分收入来自汽车销售。</blockquote></p><p> Carmaker Stellantis expects to achieve its European carbon dioxide (CO2) emissions targets this year without environmental credits bought from Tesla.</p><p><blockquote>汽车制造商 Stellantis 预计今年将在不从特斯拉购买环境信用额度的情况下实现欧洲二氧化碳 (CO2) 排放目标。</blockquote></p><p> Tesla said it said it has delayed the launch of the Semi truck program to 2022 to focus on starting factories and due to limited availability of battery cells and other parts this year.</p><p><blockquote>特斯拉表示，由于今年电池和其他零部件的供应有限，该公司已将半挂卡车计划的启动时间推迟到 2022 年，以专注于启动工厂。</blockquote></p><p> But the company’s new 4680 batteries are not ready for volume production; executives said it was difficult to predict when technological challenges would be resolved.</p><p><blockquote>但该公司的新型 4680 电池尚未准备好批量生产；高管们表示，很难预测技术挑战何时会得到解决。</blockquote></p><p> In an aside, Musk said he “most likely will not be on earnings calls” going forward to discuss financial results with investors and analysts. These calls have been a colorful quarterly ritual Musk has used for discourses on Tesla technology, or to fire back at rivals or critics.</p><p><blockquote>马斯克在一旁表示，他 “很可能不会在财报评级上 ”与投资者和分析师讨论财务业绩。这些评级一直是马斯克用来谈论特斯拉技术或回击竞争对手或批评者的丰富多彩的季度仪式。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla sales surge 98%; company boosts margins on its less-costly electric cars<blockquote>特斯拉销量激增98%；公司提高低成本电动汽车的利润率</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla sales surge 98%; company boosts margins on its less-costly electric cars<blockquote>特斯拉销量激增98%；公司提高低成本电动汽车的利润率</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-07-27 07:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.</p><p><blockquote>（路透社） - 特斯拉公司周二公布的第二季度利润高于预期，得益于其价格较低的电动汽车销量大幅增加，同时提高了价格以提高利润率。</blockquote></p><p> Tesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.</p><p><blockquote>特斯拉还削减了成本，这有助于抵消汽车行业面临的许多供应链和微芯片短缺问题。</blockquote></p><p> For the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operation. Tesla boosted its performance by cutting features it said were unused or unneeded and raising U.S. vehicle prices.</p><p><blockquote>自 2019 年底以来，特斯拉的利润首次不依赖于向其他汽车制造商出售环境信用，这是制造业务财务状况不断改善的迹象。特斯拉通过削减其认为未使用或不需要的功能以及提高美国汽车价格来提高其业绩。</blockquote></p><p> Shares of the world’s most valuable automaker rose 1.5% in extended trade.</p><p><blockquote>这家全球最有价值的汽车制造商的股价在盘后交易中上涨了 1.5%。</blockquote></p><p> In a call with investors and analysts, Tesla executives said that volume production growth will depend on parts availability, and Musk cautioned the shortage of semiconductors will continue.</p><p><blockquote>在与投资者和分析师的看涨期权上，特斯拉高管表示，批量生产增长将取决于零部件的可用性，马斯克警告说，半导体短缺将持续。</blockquote></p><p> “The global chip shortage situation remains quite serious,” Musk said.</p><p><blockquote>“马斯克说：”全球芯片短缺形势仍然相当严重。</blockquote></p><p> Still, Musk said Tesla expects to launch production this year of the Model Y SUV at factories under construction in Texas and Germany. He said the company expects battery cell suppliers to double production next year.</p><p><blockquote>尽管如此，马斯克表示，特斯拉预计今年将在德克萨斯州和德国在建工厂开始生产 Model Y SUV。他表示，该公司预计电池供应商明年将产量增加一倍。</blockquote></p><p> Despite the pandemic and the supply chain crisis, Tesla posted record deliveries during the quarter, thanks to sales of cheaper models including Model 3 sedans and Model Ys.</p><p><blockquote>尽管面临疫情和供应链危机，特斯拉本季度的交付量仍创下历史新高，这要归功于包括 Model 3 轿车和 Model Ys 在内的廉价车型的销售。</blockquote></p><p> The carmaker, led by billionaire entrepreneur Elon Musk, said revenue jumped to $11.96 billion from $6.04 billion a year earlier, when its California factory was shut down for more than six weeks due to local lockdown orders to fight the pandemic.</p><p><blockquote>这家由亿万富翁企业家埃隆·马斯克 (Elon Musk) 领导的汽车制造商表示，收入从去年同期的 60.4 亿美元跃升至 119.6 亿美元，当时其加州工厂因当地抗击疫情的封锁令而关闭了六周多。</blockquote></p><p> Analysts had expected revenue of about $11.3 billion, according to IBES data from Refinitiv.</p><p><blockquote>根据 Refinitiv 的 IBES 数据，分析师此前预计收入约为 113 亿美元。</blockquote></p><p> Excluding items, Tesla posted a profit of $1.45 per share, easily topping analyst expectations for a profit of 98 cents per share.</p><p><blockquote>不包括项目，特斯拉公布的每股利润为 1.45 美元，轻松超过分析师预期的每股利润 98 美分。</blockquote></p><p> Tesla said operating income rose with volume growth and cost reduction, which offset higher supply chain costs, lower regulatory credit revenue and other items including $23 million in losses on investment in cryptocurrency bitcoin.</p><p><blockquote>特斯拉表示，经营利润随着销量增长和成本降低而上涨，这抵消了供应链成本上升、监管信贷收入下降和其他项目，包括加密货币比特币投资损失 2300 万美元。</blockquote></p><p> Tesla’s profitability has often relied on selling regulatory credits to other automakers, but in the second quarter, Tesla was profitable without these credits for the first time since the end of 2019. Its GAAP net income was $1.14 billion in the second quarter. Revenue from the credits only totaled $354 million.</p><p><blockquote>特斯拉的盈利能力往往依赖于向其他汽车制造商出售监管积分，但在第二季度，特斯拉自 2019 年底以来首次在没有这些积分的情况下实现盈利。其第二季度 GAAP 净利润为 11.4 亿美元。信贷收入总计仅3.54亿美元。</blockquote></p><p> “Tesla impressed with its numbers, as most of its revenue came from vehicle sales,” Jesse Cohen, senior analyst at Investing.com, said.</p><p><blockquote>“Investing.com 高级分析师杰西-科恩（Jesse Cohen）说：”特斯拉的数据给人留下了深刻的印象，因为其大部分收入来自汽车销售。</blockquote></p><p> Carmaker Stellantis expects to achieve its European carbon dioxide (CO2) emissions targets this year without environmental credits bought from Tesla.</p><p><blockquote>汽车制造商 Stellantis 预计今年将在不从特斯拉购买环境信用额度的情况下实现欧洲二氧化碳 (CO2) 排放目标。</blockquote></p><p> Tesla said it said it has delayed the launch of the Semi truck program to 2022 to focus on starting factories and due to limited availability of battery cells and other parts this year.</p><p><blockquote>特斯拉表示，由于今年电池和其他零部件的供应有限，该公司已将半挂卡车计划的启动时间推迟到 2022 年，以专注于启动工厂。</blockquote></p><p> But the company’s new 4680 batteries are not ready for volume production; executives said it was difficult to predict when technological challenges would be resolved.</p><p><blockquote>但该公司的新型 4680 电池尚未准备好批量生产；高管们表示，很难预测技术挑战何时会得到解决。</blockquote></p><p> In an aside, Musk said he “most likely will not be on earnings calls” going forward to discuss financial results with investors and analysts. These calls have been a colorful quarterly ritual Musk has used for discourses on Tesla technology, or to fire back at rivals or critics.</p><p><blockquote>马斯克在一旁表示，他 “很可能不会在财报评级上 ”与投资者和分析师讨论财务业绩。这些评级一直是马斯克用来谈论特斯拉技术或回击竞争对手或批评者的丰富多彩的季度仪式。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/tesla-results/update-4-tesla-sales-surge-98-company-boosts-margins-on-its-less-costly-electric-cars-idUSL4N2P23I5\">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":{"TSLA":"特斯拉"},"source_url":"https://www.reuters.com/article/tesla-results/update-4-tesla-sales-surge-98-company-boosts-margins-on-its-less-costly-electric-cars-idUSL4N2P23I5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153028059","content_text":"(Reuters) -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.\nTesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.\nFor the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operation. Tesla boosted its performance by cutting features it said were unused or unneeded and raising U.S. vehicle prices.\nShares of the world’s most valuable automaker rose 1.5% in extended trade.\nIn a call with investors and analysts, Tesla executives said that volume production growth will depend on parts availability, and Musk cautioned the shortage of semiconductors will continue.\n“The global chip shortage situation remains quite serious,” Musk said.\nStill, Musk said Tesla expects to launch production this year of the Model Y SUV at factories under construction in Texas and Germany. He said the company expects battery cell suppliers to double production next year.\nDespite the pandemic and the supply chain crisis, Tesla posted record deliveries during the quarter, thanks to sales of cheaper models including Model 3 sedans and Model Ys.\nThe carmaker, led by billionaire entrepreneur Elon Musk, said revenue jumped to $11.96 billion from $6.04 billion a year earlier, when its California factory was shut down for more than six weeks due to local lockdown orders to fight the pandemic.\nAnalysts had expected revenue of about $11.3 billion, according to IBES data from Refinitiv.\nExcluding items, Tesla posted a profit of $1.45 per share, easily topping analyst expectations for a profit of 98 cents per share.\nTesla said operating income rose with volume growth and cost reduction, which offset higher supply chain costs, lower regulatory credit revenue and other items including $23 million in losses on investment in cryptocurrency bitcoin.\nTesla’s profitability has often relied on selling regulatory credits to other automakers, but in the second quarter, Tesla was profitable without these credits for the first time since the end of 2019. Its GAAP net income was $1.14 billion in the second quarter. Revenue from the credits only totaled $354 million.\n“Tesla impressed with its numbers, as most of its revenue came from vehicle sales,” Jesse Cohen, senior analyst at Investing.com, said.\nCarmaker Stellantis expects to achieve its European carbon dioxide (CO2) emissions targets this year without environmental credits bought from Tesla.\nTesla said it said it has delayed the launch of the Semi truck program to 2022 to focus on starting factories and due to limited availability of battery cells and other parts this year.\nBut the company’s new 4680 batteries are not ready for volume production; executives said it was difficult to predict when technological challenges would be resolved.\nIn an aside, Musk said he “most likely will not be on earnings calls” going forward to discuss financial results with investors and analysts. These calls have been a colorful quarterly ritual Musk has used for discourses on Tesla technology, or to fire back at rivals or critics.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897176233,"gmtCreate":1628902972722,"gmtModify":1631890225239,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581223392197361","idStr":"3581223392197361"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/897176233","repostId":"2159910213","repostType":4,"isVote":1,"tweetType":1,"viewCount":900,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892035041,"gmtCreate":1628609894883,"gmtModify":1633745732833,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581223392197361","idStr":"3581223392197361"},"themes":[],"title":"","htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892035041","repostId":"1132796864","repostType":4,"repost":{"id":"1132796864","kind":"news","pubTimestamp":1628608992,"share":"https://www.laohunote.com/m/news/1132796864?lang=zh_CN&edition=full","pubTime":"2021-08-10 23:23","market":"us","language":"en","title":"Coinbase's Head Of Capital Markets Resigns After Crypto Exchange Reportedly Shifts Focus<blockquote>据报道，加密货币交易所转移重点后，Coinbase 资本市场主管辞职</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1132796864","media":"Benzinga","summary":"Brett Redfearn, who headed capital markets at Coinbase Global Inc(NASDAQ:COIN), has resigned from hi","content":"<p><div> Brett Redfearn, who headed capital markets at Coinbase Global Inc(NASDAQ:COIN), has resigned from his position at the crypto exchange. What Happened:According to a report from theWall Street Journal, ...</p><p><blockquote><div>Coinbase Global Inc（纳斯达克股票代码：COIN）资本市场主管 Brett Redfearn 已辞去加密货币交易所的职务。发生了什么：据《华尔街日报》报道，...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22417307/coinbases-head-of-capital-markets-resigns-after-crypto-exchange-reportedly-shifts-focus\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22417307/coinbases-head-of-capital-markets-resigns-after-crypto-exchange-reportedly-shifts-focus\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Coinbase's Head Of Capital Markets Resigns After Crypto Exchange Reportedly Shifts Focus<blockquote>据报道，加密货币交易所转移重点后，Coinbase 资本市场主管辞职</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\">\nCoinbase's Head Of Capital Markets Resigns After Crypto Exchange Reportedly Shifts Focus<blockquote>据报道，加密货币交易所转移重点后，Coinbase 资本市场主管辞职</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-08-10 23:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Brett Redfearn, who headed capital markets at Coinbase Global Inc(NASDAQ:COIN), has resigned from his position at the crypto exchange. What Happened:According to a report from theWall Street Journal, ...</p><p><blockquote><div>Coinbase Global Inc（纳斯达克股票代码：COIN）资本市场主管 Brett Redfearn 已辞去加密货币交易所的职务。发生了什么：据《华尔街日报》报道，...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22417307/coinbases-head-of-capital-markets-resigns-after-crypto-exchange-reportedly-shifts-focus\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22417307/coinbases-head-of-capital-markets-resigns-after-crypto-exchange-reportedly-shifts-focus\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22417307/coinbases-head-of-capital-markets-resigns-after-crypto-exchange-reportedly-shifts-focus\">Benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://www.benzinga.com/markets/cryptocurrency/21/08/22417307/coinbases-head-of-capital-markets-resigns-after-crypto-exchange-reportedly-shifts-focus","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132796864","content_text":"Brett Redfearn, who headed capital markets at Coinbase Global Inc(NASDAQ:COIN), has resigned from his position at the crypto exchange.\nWhat Happened:According to a report from theWall Street Journal, people familiar with the matter disclosed that his reasons for leaving Coinbase had to do with the crypto-exchange shifting its focus away from digital asset securities.\nRedfearn was one of Coinbase’s most high-profile hires, having served as the former director of trading and markets at the United States Securities and Exchange Commission (SEC) before joining the crypto exchange.\nThe executive joined Coinbase’s ranks just two weeks before the exchange’s public listing.\nAblog postfrom Coinbase’s Chief Product Officer Surojit Chatterjee in March described Redfearn’s role at the company as the person responsible for defining and driving a vision and strategy to set the global standard for crypto capital markets, including digital asset securities and its crypto trading platform.\n“I believe that a digitized trading ecosystem can help democratize retail investors’ ability to access our capital markets on a fair and level playing field. I also believe that instantaneous settlement will eventually be possible, which could ameliorate capital requirements and improve market liquidity,” said Redfearn at the time.\nNow, in just four months since he assumed the role of Vice President of Capital Markets at Coinbase, Redfearn appears to have resigned.\nPrice Action:Coinbase shares were trading 5.16% lower, at $2650.47 at press time.\nShares of the crypto exchange moved in tandem with crypto markets that reached $1.9 trillion for the first time since prices crashed in May.\nAt press time, the market-leading cryptocurrency Bitcoin(CRYPTO: BTC) traded at $45,410, gaining as much as 17.84% over the past week.","news_type":1,"symbols_score_info":{"COIN":0.9}},"isVote":1,"tweetType":1,"viewCount":1132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141413634,"gmtCreate":1625884715228,"gmtModify":1633936401437,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581223392197361","idStr":"3581223392197361"},"themes":[],"title":"","htmlText":"What are the enter price? Like pls","listText":"What are the enter price? Like pls","text":"What are the enter price? Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/141413634","repostId":"1145284684","repostType":4,"repost":{"id":"1145284684","kind":"news","pubTimestamp":1625878443,"share":"https://www.laohunote.com/m/news/1145284684?lang=zh_CN&edition=full","pubTime":"2021-07-10 08:54","market":"us","language":"en","title":"Taiwan Semiconductor Vs. United Microelectronics Stock: Which Is The Better Buy?<blockquote>台积电与联合微电子股票：哪个更值得购买？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1145284684","media":"seekingalpha","summary":"Summary\n\nTSMC is the world’s largest foundry for making ICs for fabless semiconductor companies, man","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>TSMC is the world’s largest foundry for making ICs for fabless semiconductor companies, manufacturing 11,617 different products using 281 distinct technologies for 510 different customers.</li>  <li>TSMC and fellow Taiwan foundry United Microelectronics Corporation are expected to benefit from a chip-supply crisis that is adversely impacting automakers.</li>  <li>TSMC benefits from a gross margin nearly twice that of UMC.</li>  <li>40% of revenues are from nodes &lt;14nm, below the smallest node of UMC.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d80e662ebb3b78dd0445ecc891cf8986\" tg-width=\"768\" tg-height=\"513\"><span>BING-JHEN HONG/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>台积电是全球最大的为无晶圆厂半导体公司生产集成电路的代工厂，使用 281 种不同的技术为 510 个不同的客户生产 11,617 种不同的产品。</li><li>台积电和台湾代工厂联合微电子公司预计将从对汽车制造商产生不利影响的芯片供应危机中受益。</li><li>台积电的毛利率几乎是联电的两倍。</li><li>40%的收入来自&lt;14nm的节点，低于UMC最小的节点。</li></ul><p class=\"t-img-caption\"><span>BING-JHEN HONG/iStock 社论来自 Getty Images</span></p></blockquote></p><p> Taiwan Semiconductor Manufacturing Company Limited or TSMC (TSM), and United Microelectronics Corporation or UMC (UMC) are both headquartered in Taiwan and both manufacture semiconductors for companies on a contract basis. They both provide high quality IC fabrication services, focusing on logic and various specialty technologies to serve all major sectors of the electronics industry and are defined as pure-play foundries.</p><p><blockquote>台积电股份有限公司或台积电（TSM）和联合微电子公司或联电（UMC）的总部都设在台湾，并且都以合同的方式为公司制造半导体。他们都提供高质量的IC制造服务，专注于逻辑和各种专业技术，以服务于电子行业的所有主要部门，并被定义为纯粹的代工厂。</blockquote></p><p> While they have similarities, the two companies are vastly different with different business models. TSMC started as and has always been a leading-edge company, manufacturing chips at the smallest dimensions. UMC, on the other hand, Taiwan’s first semiconductor company, has chosen the 14nm node as the smallest dimension it will manufacture.</p><p><blockquote>虽然它们有相似之处，但这两家公司在不同的商业模式方面有很大不同。台积电最初是一家领先的公司，并且一直是一家以最小尺寸制造芯片的公司。另一方面，台湾第一家半导体公司联电选择了 14 纳米节点作为其生产的最小尺寸。</blockquote></p><p> To illustrate the differences in models, Chart 1 shows revenues for both companies based on technology node. The key difference is the &lt;14nm node, where TSMC generated 41.4% of its revenue compared to 0% for UMC.</p><p><blockquote>为了说明模型的差异，图1显示了两家公司基于技术节点的收入。主要区别在于&lt;14nm节点，台积电在该节点产生了41.4%的收入，而联电为0%。</blockquote></p><p> Chart 1 also shows that TSMC held $43 billion in revenues in 2020 versus $6 billion for UMC. Importantly, it shows also shows the financial dominance of TSMC, since UMC holds second place in the global foundry market.</p><p><blockquote>图表1还显示，台积电2020年的收入为430亿美元，而联电为60亿美元。重要的是，它还显示了台积电的财务优势，因为联电在全球代工市场排名第二。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf3b088585f8a624c6665040756e940f\" tg-width=\"640\" tg-height=\"462\"><span>Chart 1</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表1</span></p></blockquote></p><p> Much of TSMC’s revenues are on the &lt;14nm node, which increased from 29.4% of revenues in 2019 to 41.4% in 2020. Since UMC’s smallest node is 28nm/14nm, UMC is investing heavily at that node, and its share of revenue increased from 11.3% in 2019 to 13.6% in 2020. In contrast, in 2020 TSMC’s share at the 28nm/14nm node decreased to 30.8% from 37.7% in 2019.</p><p><blockquote>台积电的大部分收入来自&lt;14nm节点，占收入的比例从2019年的29.4%增加到2020年的41.4%。由于联电最小的节点是 28 纳米/14 纳米，因此联电在该节点上投入巨资，其收入份额从 2019 年的 11.3% 增加到 2020 年的 13.6%。相比之下，2020 年台积电在 28nm/14nm 节点的份额从 2019 年的 37.7% 下降到 30.8%。</blockquote></p><p> <b>Expanding Capacity</b></p><p><blockquote><b>扩大产能</b></blockquote></p><p> <b>Leading Edge Nodes</b></p><p><blockquote><b>前沿节点</b></blockquote></p><p> TSMC generates about 1/3 of its revenues from the 28nm/14nm, and TSMC has 562,000 wafers/month of 8\" capacity, and 745,000 wafers/month of 12\" capacity. The total capacity is 995,000 wafers/month (12-inch equivalent).</p><p><blockquote>台积电约1/3的收入来自28纳米/14纳米，台积电每月有562,000片8英寸产能晶圆，每月有745,000片12英寸产能晶圆。总产能为995,000片晶圆/月（相当于12英寸）。</blockquote></p><p> In TSMC’sQ1 2021 earnings call, TSMC’s VP and CFO Wendell Huang noted:</p><p><blockquote>在台积电 2021 年第一季度财报看涨期权上，台积电副总裁兼首席财务官黄温德尔指出：</blockquote></p><p>   “In order to meet the increasing demand for our advanced and specialty technologies in the next several years, we have decided to raise our full year 2021 CapEx to be around USD 30 billion. About 80% of the 2021 capital budget will be allocated for advanced process technologies, including 3-nanometer, 5-nanometer and 7-nanometer. About 10% will be spent for advanced packaging and mask making, and about 10% will be spent for specialty technologies.”  TSMC expects to invest about $100 billion through the next 3 years to increase capacity, to support the manufacturing and R&amp;D of leading-edge and specialty technologies. Its N5 is already in its second year of volume production, contributing around 20% of our wafer revenue in 2021. N4 risk production is targeted for second half this year and volume production in 2022.</p><p><blockquote>“为了满足未来几年对我们先进和特种技术日益增长的需求，我们决定将 2021 年全年资本支出提高到约 300 亿美元。2021 年资本预算的约 80% 将用于先进工艺技术，包括 3 纳米、5 纳米和 7 纳米。大约10%将用于先进的包装和口罩制造，大约10%将用于专业技术。”台积电预计未来3年将投资约1000亿美元来增加产能，以支持领先和专业技术的制造和研发。其N5已经进入量产的第二年，2021年贡献了我们晶圆收入的20%左右。N4风险生产目标是今年下半年，2022年批量生产。</blockquote></p><p> Among TSMC's facilities to go online in the next three to four years are the company's&nbsp;fab in Arizona&nbsp;as well as its first 2nm-capable fab in Taiwan. The company needs to build and equip its N5-capable fab in Arizona. The facility will cost around $12 billion, will have a capacity of 20,000 wafer starts per month (WSPM), and will come online in 2024.</p><p><blockquote>台积电将在未来三到四年内上线的工厂包括该公司位于亚利桑那州的工厂以及位于台湾的第一家 2nm 工厂。该公司需要在亚利桑那州建造和装备其具有 N5 功能的工厂。该工厂将耗资约 120 亿美元，每月产能为 20,000 片晶圆 (WSPM)，将于 2024 年上线。</blockquote></p><p> <b>28nm Nodes</b></p><p><blockquote><b>28nm节点</b></blockquote></p><p> The global semiconductor shortage is one of the catalysts prompting foundry manufacturers to build new fabs, particularly at the 28nm node, as many automobile chips are manufactured at that node. While I have devoted four Seeking Alpha articles on trying to pin down what devices are undersupplied and could only find microcontrollers, in this article, I will concede for the sake of argument, that it is not due to hoarding but inept manufacturing supply chains.</p><p><blockquote>全球半导体短缺是促使代工制造商建造新晶圆厂的催化剂之一，特别是在28纳米节点，因为许多汽车芯片都是在该节点制造的。虽然我花了四篇Seeking Alpha文章试图确定哪些设备供应不足，只能找到微控制器，但在这篇文章中，为了论证起见，我承认这不是由于囤积，而是由于无能的制造供应链。</blockquote></p><p> As a result, governments are spending heavily on this industry to expand the total production capacity. These free handouts are a second catalyst for new 28nm node fab construction.</p><p><blockquote>因此，各国政府正在该行业投入巨资，以扩大总产能。这些免费分发是新的 28 纳米节点晶圆厂建设的第二个催化剂。</blockquote></p><p></p><p> A strong demand for wafers from the consumer electronics industry has led to increased shipments of UMC’s 28nm wafers, which saw 18% sequential revenue growth in the last reported quarter. In addition, UMC has been focused on production for the automotive industry as semiconductors for electric and self-driving cars are expected to be a major growth driver for the company. However, global automotive semiconductors are only a $40 billion market, compared to a global semiconductor market of $525 billion. That is growing as more semiconductors are used per vehicle each year and because EVs use more semiconductors than internal combustion vehicles.</p><p><blockquote>消费电子行业对晶圆的强劲需求导致联电 28 纳米晶圆的出货量增加，在上一季度报告的收入环比增长了 18%。此外，联电一直专注于汽车行业的生产，因为电动和自动驾驶汽车的半导体预计将成为该公司的主要增长动力。然而，全球汽车半导体只是一个400亿美元的市场，相比之下，全球半导体市场为5250亿美元。随着每年每辆车使用更多的半导体，以及电动汽车比内燃机汽车使用更多的半导体，这一数字正在增长。</blockquote></p><p> There is a supply-demand imbalance in mature nodes, as most of the capacity expansion has been in advanced nodes, but companies have not addressed the mature nodes. The technology node is central to the latest auto chip crisis, while at the same time Sony has moved its design of CMOS Integrated Sensors (\"CIS\") for smartphones to 28nm.</p><p><blockquote>成熟节点存在供需不平衡，因为大部分容量扩张都在高级节点，但公司尚未解决成熟节点的问题。该技术节点是最新汽车芯片危机的核心，与此同时，索尼已将智能手机 CMOS 集成传感器 (“CIS”) 的设计转移到 28 纳米。</blockquote></p><p> On April 22, TSMC announced plans to build a chip fabrication facility in China is at the receiving end of opposition from critics. The plant is set to make semiconductors built on the mature 28nm process node. The Nanjing plant currently has an installed capacity of 20,000 wafers per month. An investment of $2.8 billion and expecting mass-production in 2023, the expansion will double capacity to 40,000 wafers per month.</p><p><blockquote>4月22日，台积电宣布在中国建设芯片制造工厂的计划遭到了批评者的反对。该工厂将生产基于成熟 28nm 工艺节点的半导体。南京工厂目前的装机容量为每月20,000片晶圆。此次扩建投资 28 亿美元，预计将于 2023 年量产，产能将翻一番，达到每月 40,000 片晶圆。</blockquote></p><p> TSMC has global 562,000 wafers/month of 8\" capacity, and 745,000 wafers/month of 12\" capacity. The total capacity is 995,000 wafers/month (12-inch equivalent). The new fab with a 20,000 wafer per month capacity represents just 2% of the company’s total capacity.</p><p><blockquote>台积电在全球拥有562,000片8英寸产能晶圆/月和745,000片12英寸产能晶圆/月。总产能为995,000片晶圆/月（相当于12英寸）。新工厂每月产能为 20,000 片晶圆，仅占公司总产能的 2%。</blockquote></p><p> UMC also expanded its production of 28nm (with a migration to 40nm) process at its Nanke 12-inch Fab 12A P6 plant in Taiwan. It currently has an 87,000 wafer per month capacity. The total investment in the capacity expansion plan is estimated to be approximately NT$100 billion. The P6 expansion is scheduled for production in the second quarter of 2023, and has a capacity of just 10,000 wafers per month.</p><p><blockquote>联电还在台湾南科 12 英寸晶圆厂 12A P6 工厂扩大了 28nm（迁移至 40nm）工艺的生产。该公司目前每月产能为 87,000 片晶圆。产能扩张计划总投资估计约为新台币1000亿元。P6扩建计划于2023年第二季度投产，每月产能仅为10,000片晶圆。</blockquote></p><p> The P6 program is supported by a multi-year's product alignment between UMC and the involved customers that includes a loading protection mechanism that will ensure the P6 capacity is maintained at a healthy loading level.</p><p><blockquote>P6计划得到了UMC和相关客户之间多年的产品协调的支持，其中包括负载保护机制，将确保P6容量保持在健康的负载水平。</blockquote></p><p> UMC has total 12 fabs in production with combined capacity close to 800,000 wafers per month (8-in equivalent).</p><p><blockquote>联电共有12座晶圆厂在产，总产能接近每月80万片晶圆（相当于8英寸）。</blockquote></p><p> <b>Price Per Wafer</b></p><p><blockquote><b>每片晶圆的价格</b></blockquote></p><p> Chart 2 shows the gross profit by node for an IC device. It partially explains the rationale behind TSMC’s business model to move to advanced nodes, while also explaining why the company chose to leave its 28nm node undersupplied until recent external forces prompted it to build its China fab.</p><p><blockquote>图2显示了IC器件按节点划分的毛利润。这在一定程度上解释了台积电转向先进节点的商业模式背后的理由，同时也解释了为什么该公司选择让 28 纳米节点供应不足，直到最近的外部力量促使其在中国建厂。</blockquote></p><p> Gross profits per 300-mm wafer are $2,835 for a 28nm node versus $8,695 for a 3nm node.</p><p><blockquote>28nm 节点的每 300 毫米晶圆毛利润为 2,835 美元，而 3nm 节点的每 300 毫米晶圆毛利润为 8,695 美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e241c85dd84eb71f54c3b11812e6599\" tg-width=\"640\" tg-height=\"462\"><span>Chart 2</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表2</span></p></blockquote></p><p> Chart 3 shows capex spend by node for ICs. Capex spend (building + equipment) at 28nm is $100,000 per wafer, which more than triples to $320,000 at 3nm.</p><p><blockquote>图 3 显示了 ICs 按节点划分的资本支出。28nm 制程的资本支出（建筑 + 设备）为每片晶圆 100,000 美元，是 3nm 制程的三倍多，达到 320,000 美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f8f60218f2b914e5847e2eef8aa39c3\" tg-width=\"640\" tg-height=\"462\"><span>Chart 3</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表3</span></p></blockquote></p><p> <b>Customer Base</b></p><p><blockquote><b>客户群</b></blockquote></p><p> Chart 4 shows that Apple (AAPL) was the largest customer of TSMC in 2020, representing 21% of revenues. Keep in mind that in addition to TSMC’s processors going into iPhones, TSMC also fabricates the M1, which powers the new MacBook Air, 13-inch MacBook Pro, and Mac mini and is Apple's first custom-designed Arm-based chip for Mac.</p><p><blockquote>图表4显示，苹果（AAPL）是台积电2020年的最大客户，占营收的21%。请记住，除了台积电的处理器应用于 iPhone 之外，台积电还生产 M1，它为新款 MacBook Air、13 英寸 MacBook Pro 和 Mac mini 提供动力，是苹果公司首款为 Mac 定制设计的基于 Arm 的芯片。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/354a97772e16c2a05dbccc89556de9eb\" tg-width=\"640\" tg-height=\"465\"><span>Chart 4</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表4</span></p></blockquote></p><p> TSMC has upgraded its manufacturing capabilities countless times to keep Apple’s latest chips at the bleeding edge of processor technologies, since its first chip produced for Apple was installed in the Apple iPhone 6 and iPhone 6 Plus, which were introduced on September 9, 2014.</p><p><blockquote>自 2014 年 9 月 9 日推出的苹果 iPhone 6 和 iPhone 6 Plus 上安装了台积电为苹果生产的首款芯片以来，台积电已经无数次升级其制造能力，以保持苹果最新芯片处于处理器技术的前沿。</blockquote></p><p> Chart 5 shows that the number of transistors increased from 2 billion for the iPhone 6 to 11.8 billion for the current iPhone 12.</p><p><blockquote>图表5显示，晶体管数量从iPhone 6的20亿个增加到当前iPhone 12的118亿个。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/108ef270fe60691ec5bc8c7f0a061d9c\" tg-width=\"640\" tg-height=\"462\"><span>Chart 5</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表5</span></p></blockquote></p><p> Thus, investors must consider that:</p><p><blockquote>因此，投资者必须考虑：</blockquote></p><p> Any positive developments from Apple will impact TSMC positively, and positive technological developments from TSMC will impact Apple positively. For example, as long as TSMC is the major manufacturer of Apple chips, growth in Apple or new technologies developed by Apple requiring chips (such as Auto or ADAS), then TSMC will gain.</p><p><blockquote>苹果的任何积极发展都会对台积电产生积极影响，而台积电的积极技术发展也会对苹果产生积极影响。例如，只要台积电是苹果芯片、苹果增长或苹果开发的新技术需要芯片（如Auto或ADAS）的主要制造商，那么台积电就会受益。</blockquote></p><p></p><p> Secondly, because of capacity limitations and technology node demands, any expansion in capacity from TSMC will be beneficial to Apple as it moves to smaller nodes while consuming about 25% of TSMC’s chip output on a revenue basis.</p><p><blockquote>其次，由于产能限制和技术节点需求，台积电的任何产能扩张都将有利于苹果，因为它将转向更小的节点，同时按收入计算消耗台积电约 25% 的芯片产量。</blockquote></p><p> UMC is less transparent and doesn’t provide a breakdown by customer. UMC’s primary customers include premier integrated device manufacturers, such as Texas Instruments(NASDAQ:TXN)and Intel Mobile(NASDAQ:INTC), plus leading fabless design companies, such as MediaTek(OTCPK:MDTKF), Realtek, Qualcomm(NASDAQ:QCOM)and Novatek.</p><p><blockquote>UMC 的透明度较低，也没有按客户进行细分。联电的主要客户包括德州仪器（纳斯达克股票代码：TXN）和英特尔移动（纳斯达克股票代码：INTC）等顶级集成设备制造商，以及联发科（OTCPK：MDTKF）、瑞昱、高通（纳斯达克股票代码：QCOM）和诺瓦泰克等领先的无晶圆厂设计公司。</blockquote></p><p> In August 2018, UMC announced it would pause research for advancing the productional technology of chips under 10nm nodes. As shown in the figure above, since 2018, the corresponding proportion of the company's advanced processes has been reduced to zero, but for mature nodes such as 65nm and 28nm, the proportion has been increased.</p><p><blockquote>2018年8月，联电宣布将暂停推进10nm节点以下芯片生产技术的研究。如上图所示，2018年以来，公司先进工艺对应占比降至零，但对于65nm、28nm等成熟节点，占比有所提升。</blockquote></p><p> <b>Investor Takeaways</b>: Is TSM Or UMC Stock A Better Buy?</p><p><blockquote><b>投资者要点</b>：TSM 和 UMC 股票更值得购买吗？</blockquote></p><p> Both companies compete in the same industry, but their business models are a differentiating metric. TSMC generates most of its revenue on nodes smaller than UMC’s (Chart 1), and most of its planned capex will focus new fabs making ICs at increasing smaller nodes.</p><p><blockquote>两家公司在同一行业竞争，但他们的商业模式是一个差异化的指标。台积电的大部分收入来自比联电更小的节点（图 1），其计划中的大部分资本支出将集中在新晶圆厂上，在越来越小的节点上生产集成电路。</blockquote></p><p> <b>TSMC Positives</b></p><p><blockquote><b>台积电积极</b></blockquote></p><p> TSMC’s share of the pure-play foundry market was 57% share in 2020, up from 55% in 2019. UMC’s share was constant at slightly less than 8%.</p><p><blockquote>2020 年，台积电在纯代工市场的份额为 57%，高于 2019 年的 55%。联电的份额稳定在略低于 8%。</blockquote></p><p> TSMC benefits from the smaller nodes. Although capex increases with decreasing nodes (Chart 3), so too does gross profit (Chart 2). Thus, TSM has higher revenues than UMC: $48.2B vs $6.283B.</p><p><blockquote>台积电受益于较小的节点。尽管资本支出随着节点的减少而增加（图 3），但毛利润也会增加（图 2）。因此，TSM 的收入高于 UMC：$48.2B 对 $6.283B。</blockquote></p><p> <ul>  <li>TSMC also has higher annual earnings (EBITDA): $33B vs. UMC $2.349B.</p><p><blockquote><ul><li>台积电的年度收益 (EBITDA) 也更高：$33B，而联电为$2349B。</li></ul></blockquote></p><p></li>  <li>TSMC ($613B) has a higher market cap than UMC ($23.4B).</p><p><blockquote><li>台积电（$613B）的市值高于联电（$234B）。</li></blockquote></p><p></li>  <li>TSMC has more cash on hand: $23.3B vs. UMC ($3.76B).</p><p><blockquote><li>台积电手头有更多现金：$23.3B 对 UMC（$3.76B）。</li></blockquote></p><p></li>  <li>TSMC has a higher EPS (3.99) than UMC (0.59).</p><p><blockquote><li>台积电的每股收益（3.99）高于联电（0.59）。</li></blockquote></p><p></li> </ul> Seeking Alpha’s quant ratings are derived by measuring a stock's financial metrics against other stocks in the sector on the basis of value, growth, profitability, momentum and analysts’ earnings revisions. In Table 1, both stocks have high rankings. TSMC has a quant rating of 4.63 and UMC has a quant rating of 4.54.</p><p><blockquote>Seeking Alpha 的量化评级是通过根据价值、增长、盈利能力、势头和分析师的盈利修正来衡量股票与行业内其他股票的财务指标得出的。在表1中，两只股票的排名都很高。台积电的量化评级为4.63，联电的量化评级为4.54。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/55db72bd38ddd1d46c2ec7a6ccf6307f\" tg-width=\"640\" tg-height=\"117\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Gross margin for TSMC and UMC is shown in Table 2. A positive for TSMC, gross margin is significantly ahead of UMC and the average of all foundries. The Street expects 3Q21 gross margin will improve to 52.9%, given a higher revenue scale, tight foundry supply and improved efficiency of 5nm production.</p><p><blockquote>台积电及联电之毛利率如表2所示。对台积电来说是一个利好，毛利率明显领先于联电和所有代工厂的平均水平。鉴于收入规模增加、代工供应紧张以及5nm生产效率提高，华尔街预计2021年第三季度毛利率将提高到52.9%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4ab6dce4d14398755080d9db48522121\" tg-width=\"640\" tg-height=\"126\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>UMC Positives</b></p><p><blockquote><b>UMC阳性</b></blockquote></p><p> The comparison of other financial metrics, UMC has stronger financials:</p><p><blockquote>与其他财务指标相比，联电的财务状况更为强劲：</blockquote></p><p> <ul>  <li>UMC has a lower P/E ratio than TSM: 21.8 vs 28.9</p><p><blockquote><ul><li>联电的市盈率低于台积电：21.8 对 28.9</li></ul></blockquote></p><p></li>  <li>UMC has less debt than TSM: $2.47B vs $15.4B.</p><p><blockquote><li>UMC 的债务低于 TSM：$2.47B 对 $15.4B。</li></blockquote></p><p></li>  <li>UMC YTD gains are higher at: 10.558 vs. TSM (8.922).</p><p><blockquote><li>UMC 年初至今涨幅更高，为 10.558 点，而 TSM (8.922) 点。</li></blockquote></p><p></li> </ul> Table 3 shows stock performance in percent growth for TSM and UMC. In the past year, UMC stock has outperformed TSMC, and did so in the 3-year and 5-year period. But in a 10-year period, TSMC is the better choice.</p><p><blockquote>表 3 显示了 TSM 和 UMC 的股票表现百分比增长。在过去的一年里，联电股票的表现优于台积电，在3年和5年期间都是如此。但在10年的时间里，台积电是更好的选择。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7533369f256853d498f5492752417e05\" tg-width=\"640\" tg-height=\"172\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> TSMC is the clear winner over UMC going forward. The company chose its strategy to build chips at the &lt;7nm node. The fact that it is building a 28nm fab in China, the “sweet spot” for UMC, coupled with a new 28nm SMIC (OTCQX:SMICY) fab, will mean lost market share at this node for UMC.</p><p><blockquote>展望未来，台积电显然是超过联电的赢家。该公司选择在&lt;7nm节点制造芯片的策略。事实上，该公司正在中国（联电的 “甜蜜点 ”）建设一座 28 纳米晶圆厂，再加上中芯国际（OTCQX:SMICY）新的 28 纳米晶圆厂，这将意味着联电在该节点的市场份额将会丧失。</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>Taiwan Semiconductor Vs. United Microelectronics Stock: Which Is The Better Buy?<blockquote>台积电与联合微电子股票：哪个更值得购买？</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\">\nTaiwan Semiconductor Vs. United Microelectronics Stock: Which Is The Better Buy?<blockquote>台积电与联合微电子股票：哪个更值得购买？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-07-10 08:54</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>TSMC is the world’s largest foundry for making ICs for fabless semiconductor companies, manufacturing 11,617 different products using 281 distinct technologies for 510 different customers.</li>  <li>TSMC and fellow Taiwan foundry United Microelectronics Corporation are expected to benefit from a chip-supply crisis that is adversely impacting automakers.</li>  <li>TSMC benefits from a gross margin nearly twice that of UMC.</li>  <li>40% of revenues are from nodes &lt;14nm, below the smallest node of UMC.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d80e662ebb3b78dd0445ecc891cf8986\" tg-width=\"768\" tg-height=\"513\"><span>BING-JHEN HONG/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>台积电是全球最大的为无晶圆厂半导体公司生产集成电路的代工厂，使用 281 种不同的技术为 510 个不同的客户生产 11,617 种不同的产品。</li><li>台积电和台湾代工厂联合微电子公司预计将从对汽车制造商产生不利影响的芯片供应危机中受益。</li><li>台积电的毛利率几乎是联电的两倍。</li><li>40%的收入来自&lt;14nm的节点，低于UMC最小的节点。</li></ul><p class=\"t-img-caption\"><span>BING-JHEN HONG/iStock 社论来自 Getty Images</span></p></blockquote></p><p> Taiwan Semiconductor Manufacturing Company Limited or TSMC (TSM), and United Microelectronics Corporation or UMC (UMC) are both headquartered in Taiwan and both manufacture semiconductors for companies on a contract basis. They both provide high quality IC fabrication services, focusing on logic and various specialty technologies to serve all major sectors of the electronics industry and are defined as pure-play foundries.</p><p><blockquote>台积电股份有限公司或台积电（TSM）和联合微电子公司或联电（UMC）的总部都设在台湾，并且都以合同的方式为公司制造半导体。他们都提供高质量的IC制造服务，专注于逻辑和各种专业技术，以服务于电子行业的所有主要部门，并被定义为纯粹的代工厂。</blockquote></p><p> While they have similarities, the two companies are vastly different with different business models. TSMC started as and has always been a leading-edge company, manufacturing chips at the smallest dimensions. UMC, on the other hand, Taiwan’s first semiconductor company, has chosen the 14nm node as the smallest dimension it will manufacture.</p><p><blockquote>虽然它们有相似之处，但这两家公司在不同的商业模式方面有很大不同。台积电最初是一家领先的公司，并且一直是一家以最小尺寸制造芯片的公司。另一方面，台湾第一家半导体公司联电选择了 14 纳米节点作为其生产的最小尺寸。</blockquote></p><p> To illustrate the differences in models, Chart 1 shows revenues for both companies based on technology node. The key difference is the &lt;14nm node, where TSMC generated 41.4% of its revenue compared to 0% for UMC.</p><p><blockquote>为了说明模型的差异，图1显示了两家公司基于技术节点的收入。主要区别在于&lt;14nm节点，台积电在该节点产生了41.4%的收入，而联电为0%。</blockquote></p><p> Chart 1 also shows that TSMC held $43 billion in revenues in 2020 versus $6 billion for UMC. Importantly, it shows also shows the financial dominance of TSMC, since UMC holds second place in the global foundry market.</p><p><blockquote>图表1还显示，台积电2020年的收入为430亿美元，而联电为60亿美元。重要的是，它还显示了台积电的财务优势，因为联电在全球代工市场排名第二。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf3b088585f8a624c6665040756e940f\" tg-width=\"640\" tg-height=\"462\"><span>Chart 1</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表1</span></p></blockquote></p><p> Much of TSMC’s revenues are on the &lt;14nm node, which increased from 29.4% of revenues in 2019 to 41.4% in 2020. Since UMC’s smallest node is 28nm/14nm, UMC is investing heavily at that node, and its share of revenue increased from 11.3% in 2019 to 13.6% in 2020. In contrast, in 2020 TSMC’s share at the 28nm/14nm node decreased to 30.8% from 37.7% in 2019.</p><p><blockquote>台积电的大部分收入来自&lt;14nm节点，占收入的比例从2019年的29.4%增加到2020年的41.4%。由于联电最小的节点是 28 纳米/14 纳米，因此联电在该节点上投入巨资，其收入份额从 2019 年的 11.3% 增加到 2020 年的 13.6%。相比之下，2020 年台积电在 28nm/14nm 节点的份额从 2019 年的 37.7% 下降到 30.8%。</blockquote></p><p> <b>Expanding Capacity</b></p><p><blockquote><b>扩大产能</b></blockquote></p><p> <b>Leading Edge Nodes</b></p><p><blockquote><b>前沿节点</b></blockquote></p><p> TSMC generates about 1/3 of its revenues from the 28nm/14nm, and TSMC has 562,000 wafers/month of 8\" capacity, and 745,000 wafers/month of 12\" capacity. The total capacity is 995,000 wafers/month (12-inch equivalent).</p><p><blockquote>台积电约1/3的收入来自28纳米/14纳米，台积电每月有562,000片8英寸产能晶圆，每月有745,000片12英寸产能晶圆。总产能为995,000片晶圆/月（相当于12英寸）。</blockquote></p><p> In TSMC’sQ1 2021 earnings call, TSMC’s VP and CFO Wendell Huang noted:</p><p><blockquote>在台积电 2021 年第一季度财报看涨期权上，台积电副总裁兼首席财务官黄温德尔指出：</blockquote></p><p>   “In order to meet the increasing demand for our advanced and specialty technologies in the next several years, we have decided to raise our full year 2021 CapEx to be around USD 30 billion. About 80% of the 2021 capital budget will be allocated for advanced process technologies, including 3-nanometer, 5-nanometer and 7-nanometer. About 10% will be spent for advanced packaging and mask making, and about 10% will be spent for specialty technologies.”  TSMC expects to invest about $100 billion through the next 3 years to increase capacity, to support the manufacturing and R&amp;D of leading-edge and specialty technologies. Its N5 is already in its second year of volume production, contributing around 20% of our wafer revenue in 2021. N4 risk production is targeted for second half this year and volume production in 2022.</p><p><blockquote>“为了满足未来几年对我们先进和特种技术日益增长的需求，我们决定将 2021 年全年资本支出提高到约 300 亿美元。2021 年资本预算的约 80% 将用于先进工艺技术，包括 3 纳米、5 纳米和 7 纳米。大约10%将用于先进的包装和口罩制造，大约10%将用于专业技术。”台积电预计未来3年将投资约1000亿美元来增加产能，以支持领先和专业技术的制造和研发。其N5已经进入量产的第二年，2021年贡献了我们晶圆收入的20%左右。N4风险生产目标是今年下半年，2022年批量生产。</blockquote></p><p> Among TSMC's facilities to go online in the next three to four years are the company's&nbsp;fab in Arizona&nbsp;as well as its first 2nm-capable fab in Taiwan. The company needs to build and equip its N5-capable fab in Arizona. The facility will cost around $12 billion, will have a capacity of 20,000 wafer starts per month (WSPM), and will come online in 2024.</p><p><blockquote>台积电将在未来三到四年内上线的工厂包括该公司位于亚利桑那州的工厂以及位于台湾的第一家 2nm 工厂。该公司需要在亚利桑那州建造和装备其具有 N5 功能的工厂。该工厂将耗资约 120 亿美元，每月产能为 20,000 片晶圆 (WSPM)，将于 2024 年上线。</blockquote></p><p> <b>28nm Nodes</b></p><p><blockquote><b>28nm节点</b></blockquote></p><p> The global semiconductor shortage is one of the catalysts prompting foundry manufacturers to build new fabs, particularly at the 28nm node, as many automobile chips are manufactured at that node. While I have devoted four Seeking Alpha articles on trying to pin down what devices are undersupplied and could only find microcontrollers, in this article, I will concede for the sake of argument, that it is not due to hoarding but inept manufacturing supply chains.</p><p><blockquote>全球半导体短缺是促使代工制造商建造新晶圆厂的催化剂之一，特别是在28纳米节点，因为许多汽车芯片都是在该节点制造的。虽然我花了四篇Seeking Alpha文章试图确定哪些设备供应不足，只能找到微控制器，但在这篇文章中，为了论证起见，我承认这不是由于囤积，而是由于无能的制造供应链。</blockquote></p><p> As a result, governments are spending heavily on this industry to expand the total production capacity. These free handouts are a second catalyst for new 28nm node fab construction.</p><p><blockquote>因此，各国政府正在该行业投入巨资，以扩大总产能。这些免费分发是新的 28 纳米节点晶圆厂建设的第二个催化剂。</blockquote></p><p></p><p> A strong demand for wafers from the consumer electronics industry has led to increased shipments of UMC’s 28nm wafers, which saw 18% sequential revenue growth in the last reported quarter. In addition, UMC has been focused on production for the automotive industry as semiconductors for electric and self-driving cars are expected to be a major growth driver for the company. However, global automotive semiconductors are only a $40 billion market, compared to a global semiconductor market of $525 billion. That is growing as more semiconductors are used per vehicle each year and because EVs use more semiconductors than internal combustion vehicles.</p><p><blockquote>消费电子行业对晶圆的强劲需求导致联电 28 纳米晶圆的出货量增加，在上一季度报告的收入环比增长了 18%。此外，联电一直专注于汽车行业的生产，因为电动和自动驾驶汽车的半导体预计将成为该公司的主要增长动力。然而，全球汽车半导体只是一个400亿美元的市场，相比之下，全球半导体市场为5250亿美元。随着每年每辆车使用更多的半导体，以及电动汽车比内燃机汽车使用更多的半导体，这一数字正在增长。</blockquote></p><p> There is a supply-demand imbalance in mature nodes, as most of the capacity expansion has been in advanced nodes, but companies have not addressed the mature nodes. The technology node is central to the latest auto chip crisis, while at the same time Sony has moved its design of CMOS Integrated Sensors (\"CIS\") for smartphones to 28nm.</p><p><blockquote>成熟节点存在供需不平衡，因为大部分容量扩张都在高级节点，但公司尚未解决成熟节点的问题。该技术节点是最新汽车芯片危机的核心，与此同时，索尼已将智能手机 CMOS 集成传感器 (“CIS”) 的设计转移到 28 纳米。</blockquote></p><p> On April 22, TSMC announced plans to build a chip fabrication facility in China is at the receiving end of opposition from critics. The plant is set to make semiconductors built on the mature 28nm process node. The Nanjing plant currently has an installed capacity of 20,000 wafers per month. An investment of $2.8 billion and expecting mass-production in 2023, the expansion will double capacity to 40,000 wafers per month.</p><p><blockquote>4月22日，台积电宣布在中国建设芯片制造工厂的计划遭到了批评者的反对。该工厂将生产基于成熟 28nm 工艺节点的半导体。南京工厂目前的装机容量为每月20,000片晶圆。此次扩建投资 28 亿美元，预计将于 2023 年量产，产能将翻一番，达到每月 40,000 片晶圆。</blockquote></p><p> TSMC has global 562,000 wafers/month of 8\" capacity, and 745,000 wafers/month of 12\" capacity. The total capacity is 995,000 wafers/month (12-inch equivalent). The new fab with a 20,000 wafer per month capacity represents just 2% of the company’s total capacity.</p><p><blockquote>台积电在全球拥有562,000片8英寸产能晶圆/月和745,000片12英寸产能晶圆/月。总产能为995,000片晶圆/月（相当于12英寸）。新工厂每月产能为 20,000 片晶圆，仅占公司总产能的 2%。</blockquote></p><p> UMC also expanded its production of 28nm (with a migration to 40nm) process at its Nanke 12-inch Fab 12A P6 plant in Taiwan. It currently has an 87,000 wafer per month capacity. The total investment in the capacity expansion plan is estimated to be approximately NT$100 billion. The P6 expansion is scheduled for production in the second quarter of 2023, and has a capacity of just 10,000 wafers per month.</p><p><blockquote>联电还在台湾南科 12 英寸晶圆厂 12A P6 工厂扩大了 28nm（迁移至 40nm）工艺的生产。该公司目前每月产能为 87,000 片晶圆。产能扩张计划总投资估计约为新台币1000亿元。P6扩建计划于2023年第二季度投产，每月产能仅为10,000片晶圆。</blockquote></p><p> The P6 program is supported by a multi-year's product alignment between UMC and the involved customers that includes a loading protection mechanism that will ensure the P6 capacity is maintained at a healthy loading level.</p><p><blockquote>P6计划得到了UMC和相关客户之间多年的产品协调的支持，其中包括负载保护机制，将确保P6容量保持在健康的负载水平。</blockquote></p><p> UMC has total 12 fabs in production with combined capacity close to 800,000 wafers per month (8-in equivalent).</p><p><blockquote>联电共有12座晶圆厂在产，总产能接近每月80万片晶圆（相当于8英寸）。</blockquote></p><p> <b>Price Per Wafer</b></p><p><blockquote><b>每片晶圆的价格</b></blockquote></p><p> Chart 2 shows the gross profit by node for an IC device. It partially explains the rationale behind TSMC’s business model to move to advanced nodes, while also explaining why the company chose to leave its 28nm node undersupplied until recent external forces prompted it to build its China fab.</p><p><blockquote>图2显示了IC器件按节点划分的毛利润。这在一定程度上解释了台积电转向先进节点的商业模式背后的理由，同时也解释了为什么该公司选择让 28 纳米节点供应不足，直到最近的外部力量促使其在中国建厂。</blockquote></p><p> Gross profits per 300-mm wafer are $2,835 for a 28nm node versus $8,695 for a 3nm node.</p><p><blockquote>28nm 节点的每 300 毫米晶圆毛利润为 2,835 美元，而 3nm 节点的每 300 毫米晶圆毛利润为 8,695 美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e241c85dd84eb71f54c3b11812e6599\" tg-width=\"640\" tg-height=\"462\"><span>Chart 2</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表2</span></p></blockquote></p><p> Chart 3 shows capex spend by node for ICs. Capex spend (building + equipment) at 28nm is $100,000 per wafer, which more than triples to $320,000 at 3nm.</p><p><blockquote>图 3 显示了 ICs 按节点划分的资本支出。28nm 制程的资本支出（建筑 + 设备）为每片晶圆 100,000 美元，是 3nm 制程的三倍多，达到 320,000 美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f8f60218f2b914e5847e2eef8aa39c3\" tg-width=\"640\" tg-height=\"462\"><span>Chart 3</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表3</span></p></blockquote></p><p> <b>Customer Base</b></p><p><blockquote><b>客户群</b></blockquote></p><p> Chart 4 shows that Apple (AAPL) was the largest customer of TSMC in 2020, representing 21% of revenues. Keep in mind that in addition to TSMC’s processors going into iPhones, TSMC also fabricates the M1, which powers the new MacBook Air, 13-inch MacBook Pro, and Mac mini and is Apple's first custom-designed Arm-based chip for Mac.</p><p><blockquote>图表4显示，苹果（AAPL）是台积电2020年的最大客户，占营收的21%。请记住，除了台积电的处理器应用于 iPhone 之外，台积电还生产 M1，它为新款 MacBook Air、13 英寸 MacBook Pro 和 Mac mini 提供动力，是苹果公司首款为 Mac 定制设计的基于 Arm 的芯片。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/354a97772e16c2a05dbccc89556de9eb\" tg-width=\"640\" tg-height=\"465\"><span>Chart 4</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表4</span></p></blockquote></p><p> TSMC has upgraded its manufacturing capabilities countless times to keep Apple’s latest chips at the bleeding edge of processor technologies, since its first chip produced for Apple was installed in the Apple iPhone 6 and iPhone 6 Plus, which were introduced on September 9, 2014.</p><p><blockquote>自 2014 年 9 月 9 日推出的苹果 iPhone 6 和 iPhone 6 Plus 上安装了台积电为苹果生产的首款芯片以来，台积电已经无数次升级其制造能力，以保持苹果最新芯片处于处理器技术的前沿。</blockquote></p><p> Chart 5 shows that the number of transistors increased from 2 billion for the iPhone 6 to 11.8 billion for the current iPhone 12.</p><p><blockquote>图表5显示，晶体管数量从iPhone 6的20亿个增加到当前iPhone 12的118亿个。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/108ef270fe60691ec5bc8c7f0a061d9c\" tg-width=\"640\" tg-height=\"462\"><span>Chart 5</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表5</span></p></blockquote></p><p> Thus, investors must consider that:</p><p><blockquote>因此，投资者必须考虑：</blockquote></p><p> Any positive developments from Apple will impact TSMC positively, and positive technological developments from TSMC will impact Apple positively. For example, as long as TSMC is the major manufacturer of Apple chips, growth in Apple or new technologies developed by Apple requiring chips (such as Auto or ADAS), then TSMC will gain.</p><p><blockquote>苹果的任何积极发展都会对台积电产生积极影响，而台积电的积极技术发展也会对苹果产生积极影响。例如，只要台积电是苹果芯片、苹果增长或苹果开发的新技术需要芯片（如Auto或ADAS）的主要制造商，那么台积电就会受益。</blockquote></p><p></p><p> Secondly, because of capacity limitations and technology node demands, any expansion in capacity from TSMC will be beneficial to Apple as it moves to smaller nodes while consuming about 25% of TSMC’s chip output on a revenue basis.</p><p><blockquote>其次，由于产能限制和技术节点需求，台积电的任何产能扩张都将有利于苹果，因为它将转向更小的节点，同时按收入计算消耗台积电约 25% 的芯片产量。</blockquote></p><p> UMC is less transparent and doesn’t provide a breakdown by customer. UMC’s primary customers include premier integrated device manufacturers, such as Texas Instruments(NASDAQ:TXN)and Intel Mobile(NASDAQ:INTC), plus leading fabless design companies, such as MediaTek(OTCPK:MDTKF), Realtek, Qualcomm(NASDAQ:QCOM)and Novatek.</p><p><blockquote>UMC 的透明度较低，也没有按客户进行细分。联电的主要客户包括德州仪器（纳斯达克股票代码：TXN）和英特尔移动（纳斯达克股票代码：INTC）等顶级集成设备制造商，以及联发科（OTCPK：MDTKF）、瑞昱、高通（纳斯达克股票代码：QCOM）和诺瓦泰克等领先的无晶圆厂设计公司。</blockquote></p><p> In August 2018, UMC announced it would pause research for advancing the productional technology of chips under 10nm nodes. As shown in the figure above, since 2018, the corresponding proportion of the company's advanced processes has been reduced to zero, but for mature nodes such as 65nm and 28nm, the proportion has been increased.</p><p><blockquote>2018年8月，联电宣布将暂停推进10nm节点以下芯片生产技术的研究。如上图所示，2018年以来，公司先进工艺对应占比降至零，但对于65nm、28nm等成熟节点，占比有所提升。</blockquote></p><p> <b>Investor Takeaways</b>: Is TSM Or UMC Stock A Better Buy?</p><p><blockquote><b>投资者要点</b>：TSM 和 UMC 股票更值得购买吗？</blockquote></p><p> Both companies compete in the same industry, but their business models are a differentiating metric. TSMC generates most of its revenue on nodes smaller than UMC’s (Chart 1), and most of its planned capex will focus new fabs making ICs at increasing smaller nodes.</p><p><blockquote>两家公司在同一行业竞争，但他们的商业模式是一个差异化的指标。台积电的大部分收入来自比联电更小的节点（图 1），其计划中的大部分资本支出将集中在新晶圆厂上，在越来越小的节点上生产集成电路。</blockquote></p><p> <b>TSMC Positives</b></p><p><blockquote><b>台积电积极</b></blockquote></p><p> TSMC’s share of the pure-play foundry market was 57% share in 2020, up from 55% in 2019. UMC’s share was constant at slightly less than 8%.</p><p><blockquote>2020 年，台积电在纯代工市场的份额为 57%，高于 2019 年的 55%。联电的份额稳定在略低于 8%。</blockquote></p><p> TSMC benefits from the smaller nodes. Although capex increases with decreasing nodes (Chart 3), so too does gross profit (Chart 2). Thus, TSM has higher revenues than UMC: $48.2B vs $6.283B.</p><p><blockquote>台积电受益于较小的节点。尽管资本支出随着节点的减少而增加（图 3），但毛利润也会增加（图 2）。因此，TSM 的收入高于 UMC：$48.2B 对 $6.283B。</blockquote></p><p> <ul>  <li>TSMC also has higher annual earnings (EBITDA): $33B vs. UMC $2.349B.</p><p><blockquote><ul><li>台积电的年度收益 (EBITDA) 也更高：$33B，而联电为$2349B。</li></ul></blockquote></p><p></li>  <li>TSMC ($613B) has a higher market cap than UMC ($23.4B).</p><p><blockquote><li>台积电（$613B）的市值高于联电（$234B）。</li></blockquote></p><p></li>  <li>TSMC has more cash on hand: $23.3B vs. UMC ($3.76B).</p><p><blockquote><li>台积电手头有更多现金：$23.3B 对 UMC（$3.76B）。</li></blockquote></p><p></li>  <li>TSMC has a higher EPS (3.99) than UMC (0.59).</p><p><blockquote><li>台积电的每股收益（3.99）高于联电（0.59）。</li></blockquote></p><p></li> </ul> Seeking Alpha’s quant ratings are derived by measuring a stock's financial metrics against other stocks in the sector on the basis of value, growth, profitability, momentum and analysts’ earnings revisions. In Table 1, both stocks have high rankings. TSMC has a quant rating of 4.63 and UMC has a quant rating of 4.54.</p><p><blockquote>Seeking Alpha 的量化评级是通过根据价值、增长、盈利能力、势头和分析师的盈利修正来衡量股票与行业内其他股票的财务指标得出的。在表1中，两只股票的排名都很高。台积电的量化评级为4.63，联电的量化评级为4.54。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/55db72bd38ddd1d46c2ec7a6ccf6307f\" tg-width=\"640\" tg-height=\"117\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Gross margin for TSMC and UMC is shown in Table 2. A positive for TSMC, gross margin is significantly ahead of UMC and the average of all foundries. The Street expects 3Q21 gross margin will improve to 52.9%, given a higher revenue scale, tight foundry supply and improved efficiency of 5nm production.</p><p><blockquote>台积电及联电之毛利率如表2所示。对台积电来说是一个利好，毛利率明显领先于联电和所有代工厂的平均水平。鉴于收入规模增加、代工供应紧张以及5nm生产效率提高，华尔街预计2021年第三季度毛利率将提高到52.9%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4ab6dce4d14398755080d9db48522121\" tg-width=\"640\" tg-height=\"126\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>UMC Positives</b></p><p><blockquote><b>UMC阳性</b></blockquote></p><p> The comparison of other financial metrics, UMC has stronger financials:</p><p><blockquote>与其他财务指标相比，联电的财务状况更为强劲：</blockquote></p><p> <ul>  <li>UMC has a lower P/E ratio than TSM: 21.8 vs 28.9</p><p><blockquote><ul><li>联电的市盈率低于台积电：21.8 对 28.9</li></ul></blockquote></p><p></li>  <li>UMC has less debt than TSM: $2.47B vs $15.4B.</p><p><blockquote><li>UMC 的债务低于 TSM：$2.47B 对 $15.4B。</li></blockquote></p><p></li>  <li>UMC YTD gains are higher at: 10.558 vs. TSM (8.922).</p><p><blockquote><li>UMC 年初至今涨幅更高，为 10.558 点，而 TSM (8.922) 点。</li></blockquote></p><p></li> </ul> Table 3 shows stock performance in percent growth for TSM and UMC. In the past year, UMC stock has outperformed TSMC, and did so in the 3-year and 5-year period. But in a 10-year period, TSMC is the better choice.</p><p><blockquote>表 3 显示了 TSM 和 UMC 的股票表现百分比增长。在过去的一年里，联电股票的表现优于台积电，在3年和5年期间都是如此。但在10年的时间里，台积电是更好的选择。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7533369f256853d498f5492752417e05\" tg-width=\"640\" tg-height=\"172\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> TSMC is the clear winner over UMC going forward. The company chose its strategy to build chips at the &lt;7nm node. The fact that it is building a 28nm fab in China, the “sweet spot” for UMC, coupled with a new 28nm SMIC (OTCQX:SMICY) fab, will mean lost market share at this node for UMC.</p><p><blockquote>展望未来，台积电显然是超过联电的赢家。该公司选择在&lt;7nm节点制造芯片的策略。事实上，该公司正在中国（联电的 “甜蜜点 ”）建设一座 28 纳米晶圆厂，再加上中芯国际（OTCQX:SMICY）新的 28 纳米晶圆厂，这将意味着联电在该节点的市场份额将会丧失。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4438509-taiwan-semiconductor-vs-united-microelectronics-stock\">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":{"TSM":"台积电","UMC":"联电"},"source_url":"https://seekingalpha.com/article/4438509-taiwan-semiconductor-vs-united-microelectronics-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145284684","content_text":"Summary\n\nTSMC is the world’s largest foundry for making ICs for fabless semiconductor companies, manufacturing 11,617 different products using 281 distinct technologies for 510 different customers.\nTSMC and fellow Taiwan foundry United Microelectronics Corporation are expected to benefit from a chip-supply crisis that is adversely impacting automakers.\nTSMC benefits from a gross margin nearly twice that of UMC.\n40% of revenues are from nodes <14nm, below the smallest node of UMC.\n\nBING-JHEN HONG/iStock Editorial via Getty Images\nTaiwan Semiconductor Manufacturing Company Limited or TSMC (TSM), and United Microelectronics Corporation or UMC (UMC) are both headquartered in Taiwan and both manufacture semiconductors for companies on a contract basis. They both provide high quality IC fabrication services, focusing on logic and various specialty technologies to serve all major sectors of the electronics industry and are defined as pure-play foundries.\nWhile they have similarities, the two companies are vastly different with different business models. TSMC started as and has always been a leading-edge company, manufacturing chips at the smallest dimensions. UMC, on the other hand, Taiwan’s first semiconductor company, has chosen the 14nm node as the smallest dimension it will manufacture.\nTo illustrate the differences in models, Chart 1 shows revenues for both companies based on technology node. The key difference is the <14nm node, where TSMC generated 41.4% of its revenue compared to 0% for UMC.\nChart 1 also shows that TSMC held $43 billion in revenues in 2020 versus $6 billion for UMC. Importantly, it shows also shows the financial dominance of TSMC, since UMC holds second place in the global foundry market.\nChart 1\nMuch of TSMC’s revenues are on the <14nm node, which increased from 29.4% of revenues in 2019 to 41.4% in 2020. Since UMC’s smallest node is 28nm/14nm, UMC is investing heavily at that node, and its share of revenue increased from 11.3% in 2019 to 13.6% in 2020. In contrast, in 2020 TSMC’s share at the 28nm/14nm node decreased to 30.8% from 37.7% in 2019.\nExpanding Capacity\nLeading Edge Nodes\nTSMC generates about 1/3 of its revenues from the 28nm/14nm, and TSMC has 562,000 wafers/month of 8\" capacity, and 745,000 wafers/month of 12\" capacity. The total capacity is 995,000 wafers/month (12-inch equivalent).\nIn TSMC’sQ1 2021 earnings call, TSMC’s VP and CFO Wendell Huang noted:\n\n “In order to meet the increasing demand for our advanced and specialty technologies in the next several years, we have decided to raise our full year 2021 CapEx to be around USD 30 billion. About 80% of the 2021 capital budget will be allocated for advanced process technologies, including 3-nanometer, 5-nanometer and 7-nanometer. About 10% will be spent for advanced packaging and mask making, and about 10% will be spent for specialty technologies.”\n\nTSMC expects to invest about $100 billion through the next 3 years to increase capacity, to support the manufacturing and R&D of leading-edge and specialty technologies. Its N5 is already in its second year of volume production, contributing around 20% of our wafer revenue in 2021. N4 risk production is targeted for second half this year and volume production in 2022.\nAmong TSMC's facilities to go online in the next three to four years are the company's fab in Arizona as well as its first 2nm-capable fab in Taiwan. The company needs to build and equip its N5-capable fab in Arizona. The facility will cost around $12 billion, will have a capacity of 20,000 wafer starts per month (WSPM), and will come online in 2024.\n28nm Nodes\nThe global semiconductor shortage is one of the catalysts prompting foundry manufacturers to build new fabs, particularly at the 28nm node, as many automobile chips are manufactured at that node. While I have devoted four Seeking Alpha articles on trying to pin down what devices are undersupplied and could only find microcontrollers, in this article, I will concede for the sake of argument, that it is not due to hoarding but inept manufacturing supply chains.\nAs a result, governments are spending heavily on this industry to expand the total production capacity. These free handouts are a second catalyst for new 28nm node fab construction.\nA strong demand for wafers from the consumer electronics industry has led to increased shipments of UMC’s 28nm wafers, which saw 18% sequential revenue growth in the last reported quarter. In addition, UMC has been focused on production for the automotive industry as semiconductors for electric and self-driving cars are expected to be a major growth driver for the company. However, global automotive semiconductors are only a $40 billion market, compared to a global semiconductor market of $525 billion. That is growing as more semiconductors are used per vehicle each year and because EVs use more semiconductors than internal combustion vehicles.\nThere is a supply-demand imbalance in mature nodes, as most of the capacity expansion has been in advanced nodes, but companies have not addressed the mature nodes. The technology node is central to the latest auto chip crisis, while at the same time Sony has moved its design of CMOS Integrated Sensors (\"CIS\") for smartphones to 28nm.\nOn April 22, TSMC announced plans to build a chip fabrication facility in China is at the receiving end of opposition from critics. The plant is set to make semiconductors built on the mature 28nm process node. The Nanjing plant currently has an installed capacity of 20,000 wafers per month. An investment of $2.8 billion and expecting mass-production in 2023, the expansion will double capacity to 40,000 wafers per month.\nTSMC has global 562,000 wafers/month of 8\" capacity, and 745,000 wafers/month of 12\" capacity. The total capacity is 995,000 wafers/month (12-inch equivalent). The new fab with a 20,000 wafer per month capacity represents just 2% of the company’s total capacity.\nUMC also expanded its production of 28nm (with a migration to 40nm) process at its Nanke 12-inch Fab 12A P6 plant in Taiwan. It currently has an 87,000 wafer per month capacity. The total investment in the capacity expansion plan is estimated to be approximately NT$100 billion. The P6 expansion is scheduled for production in the second quarter of 2023, and has a capacity of just 10,000 wafers per month.\nThe P6 program is supported by a multi-year's product alignment between UMC and the involved customers that includes a loading protection mechanism that will ensure the P6 capacity is maintained at a healthy loading level.\nUMC has total 12 fabs in production with combined capacity close to 800,000 wafers per month (8-in equivalent).\nPrice Per Wafer\nChart 2 shows the gross profit by node for an IC device. It partially explains the rationale behind TSMC’s business model to move to advanced nodes, while also explaining why the company chose to leave its 28nm node undersupplied until recent external forces prompted it to build its China fab.\nGross profits per 300-mm wafer are $2,835 for a 28nm node versus $8,695 for a 3nm node.\nChart 2\nChart 3 shows capex spend by node for ICs. Capex spend (building + equipment) at 28nm is $100,000 per wafer, which more than triples to $320,000 at 3nm.\nChart 3\nCustomer Base\nChart 4 shows that Apple (AAPL) was the largest customer of TSMC in 2020, representing 21% of revenues. Keep in mind that in addition to TSMC’s processors going into iPhones, TSMC also fabricates the M1, which powers the new MacBook Air, 13-inch MacBook Pro, and Mac mini and is Apple's first custom-designed Arm-based chip for Mac.\nChart 4\nTSMC has upgraded its manufacturing capabilities countless times to keep Apple’s latest chips at the bleeding edge of processor technologies, since its first chip produced for Apple was installed in the Apple iPhone 6 and iPhone 6 Plus, which were introduced on September 9, 2014.\nChart 5 shows that the number of transistors increased from 2 billion for the iPhone 6 to 11.8 billion for the current iPhone 12.\nChart 5\nThus, investors must consider that:\nAny positive developments from Apple will impact TSMC positively, and positive technological developments from TSMC will impact Apple positively. For example, as long as TSMC is the major manufacturer of Apple chips, growth in Apple or new technologies developed by Apple requiring chips (such as Auto or ADAS), then TSMC will gain.\nSecondly, because of capacity limitations and technology node demands, any expansion in capacity from TSMC will be beneficial to Apple as it moves to smaller nodes while consuming about 25% of TSMC’s chip output on a revenue basis.\nUMC is less transparent and doesn’t provide a breakdown by customer. UMC’s primary customers include premier integrated device manufacturers, such as Texas Instruments(NASDAQ:TXN)and Intel Mobile(NASDAQ:INTC), plus leading fabless design companies, such as MediaTek(OTCPK:MDTKF), Realtek, Qualcomm(NASDAQ:QCOM)and Novatek.\nIn August 2018, UMC announced it would pause research for advancing the productional technology of chips under 10nm nodes. As shown in the figure above, since 2018, the corresponding proportion of the company's advanced processes has been reduced to zero, but for mature nodes such as 65nm and 28nm, the proportion has been increased.\nInvestor Takeaways: Is TSM Or UMC Stock A Better Buy?\nBoth companies compete in the same industry, but their business models are a differentiating metric. TSMC generates most of its revenue on nodes smaller than UMC’s (Chart 1), and most of its planned capex will focus new fabs making ICs at increasing smaller nodes.\nTSMC Positives\nTSMC’s share of the pure-play foundry market was 57% share in 2020, up from 55% in 2019. UMC’s share was constant at slightly less than 8%.\nTSMC benefits from the smaller nodes. Although capex increases with decreasing nodes (Chart 3), so too does gross profit (Chart 2). Thus, TSM has higher revenues than UMC: $48.2B vs $6.283B.\n\nTSMC also has higher annual earnings (EBITDA): $33B vs. UMC $2.349B.\nTSMC ($613B) has a higher market cap than UMC ($23.4B).\nTSMC has more cash on hand: $23.3B vs. UMC ($3.76B).\nTSMC has a higher EPS (3.99) than UMC (0.59).\n\nSeeking Alpha’s quant ratings are derived by measuring a stock's financial metrics against other stocks in the sector on the basis of value, growth, profitability, momentum and analysts’ earnings revisions. In Table 1, both stocks have high rankings. TSMC has a quant rating of 4.63 and UMC has a quant rating of 4.54.\n\nGross margin for TSMC and UMC is shown in Table 2. A positive for TSMC, gross margin is significantly ahead of UMC and the average of all foundries. The Street expects 3Q21 gross margin will improve to 52.9%, given a higher revenue scale, tight foundry supply and improved efficiency of 5nm production.\n\nUMC Positives\nThe comparison of other financial metrics, UMC has stronger financials:\n\nUMC has a lower P/E ratio than TSM: 21.8 vs 28.9\nUMC has less debt than TSM: $2.47B vs $15.4B.\nUMC YTD gains are higher at: 10.558 vs. TSM (8.922).\n\nTable 3 shows stock performance in percent growth for TSM and UMC. In the past year, UMC stock has outperformed TSMC, and did so in the 3-year and 5-year period. But in a 10-year period, TSMC is the better choice.\n\nTSMC is the clear winner over UMC going forward. The company chose its strategy to build chips at the <7nm node. The fact that it is building a 28nm fab in China, the “sweet spot” for UMC, coupled with a new 28nm SMIC (OTCQX:SMICY) fab, will mean lost market share at this node for UMC.","news_type":1,"symbols_score_info":{"UMC":0.9,"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":826942428,"gmtCreate":1633968731298,"gmtModify":1633968731298,"author":{"id":"3581223392197361","authorId":"3581223392197361","name":"Mikaelocw","avatar":"https://static.tigerbbs.com/b3e8a5faf492b06ffc4615e2014a0a51","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581223392197361","idStr":"3581223392197361"},"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":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/826942428","repostId":"2174120900","repostType":4,"isVote":1,"tweetType":1,"viewCount":3015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}