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2021-12-30

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Hydrogen Energy Stocks Dropped in Morning Trading<blockquote>氢能股早盘下跌</blockquote>

2021-12-30

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Semiconductor Stocks Mixed in Morning Trading<blockquote>半导体股早盘涨跌互现</blockquote>

2021-12-29

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KNDI Stock: The LFP Batteries News Charging Up Kandi Technologies Today<blockquote>KNDI 股票：LFP 电池新闻今天为 Kandi Technologies 注入活力</blockquote>

2021-12-29

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2021-12-29

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2 Unstoppable Growth Stocks To Buy for 2022<blockquote>2022 年值得购买的 2 只不可阻挡的成长型股票</blockquote>

2021-12-29

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2021-12-28

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Singapore Bourse Likely To Bounce Higher Again On Tuesday<blockquote>新加坡股市周二可能再次反弹</blockquote>

2021-12-28

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2021-12-28

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2021-12-27

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3 Top Renewable Energy Stocks for 2022<blockquote>2022年3只顶级可再生能源股票</blockquote>

2021-12-27

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2021-12-27

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Santa Claus Rally watch: What to know this week<blockquote>圣诞老人集会手表：本周须知</blockquote>

2021-12-26

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2021-12-26

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2021-12-25

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2021-12-25

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2021-12-24

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Block, Formerly Square, May Have Further To Fall<blockquote>街区（以前是方形的）可能会进一步下跌</blockquote>

2021-12-24

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Oracle, Cerner and the Liar’s Cloud<blockquote>甲骨文、塞纳和骗子云</blockquote>

2021-12-24

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Sea Limited: An Early Christmas Gift<blockquote>Sea Limited：一份提前的圣诞礼物</blockquote>

2021-12-24

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like and comment. 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The company reported quarterly revenue of $13.9 million, which came in below the estimate of $21.86 million and was down from 17 million year-over-year.</p><p><blockquote>FuelCell报告季度收益每股亏损7美分，低于每股亏损4美分的预期。该公司公布的季度收入为1390万美元，低于预期的2186万美元，也低于去年同期的1700万美元。</blockquote></p><p>FuelCell said it will continue to focus on investments in the company that work to achieve long-term growth, rather than focusing on shorter-term financial metrics.</p><p><blockquote>FuelCell表示，将继续关注致力于实现长期增长的公司投资，而不是关注短期财务指标。</blockquote></p><p>&#34;We are pleased with the continued advancement throughout the year of our strategic agenda in terms of infrastructure, solutions and talent to support achieving our long-term goals,&#34; said <b>Jason Few</b>, president and CEO of FuelCell.</p><p><blockquote>“我们很高兴我们的战略议程在基础设施、解决方案和人才方面持续推进，以支持实现我们的长期目标，”他说。<b>杰森·少数</b>，FuelCell总裁兼首席执行官。</blockquote></p><p>Few continued, &#34;We finished fiscal year 2021 with slightly lower revenue compared to fiscal year 2020, but we continued to make important progress on our in-flight projects as well as new technology and applications under development, such as the successful demonstration of the effectiveness of our solid oxide fuel cell.&#34;</p><p><blockquote>Few继续说道：“与2020财年相比，我们在2021财年结束时的收入略有下降，但我们在飞行项目以及正在开发的新技术和应用方面继续取得重要进展，例如成功展示了我们的固体氧化物燃料电池的有效性。”</blockquote></p><p>FuelCell is a fuel-cell power company that designs manufactures, sells, installs, operates and services fuel cell products, which efficiently convert chemical energy in fuels into electricity through a series of chemical reactions.</p><p><blockquote>FuelCell是一家燃料电池电力公司，设计、制造、销售、安装、运营和服务燃料电池产品，通过一系列化学反应将燃料中的化学能高效地转化为电能。</blockquote></p><p></body></html></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>Hydrogen Energy Stocks Dropped in Morning Trading<blockquote>氢能股早盘下跌</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHydrogen Energy Stocks Dropped in Morning Trading<blockquote>氢能股早盘下跌</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\">2021-12-29 22:49</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Hydrogen energy stocks dropped in morning trading.FuelCell, Plug Power, Bloom Energy fell between 2% and 14%.</p><p><blockquote><html><head></head><body>氢能源股早盘下跌。FuelCell、普拉格能源、Bloom Energy下跌2%至14%。</body></html></blockquote></p><p><img src=\"https://static.tigerbbs.com/3c375588a008e5400afd7f2733c92006\" tg-width=\"419\" tg-height=\"176\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p><b>Why FuelCell Energy Shares Are Falling</b></p><p><blockquote><b>为什么FuelCell Energy股价下跌</b></blockquote></p><p><b>FuelCell Energy Inc</b>(NASDAQ:FCEL) is trading lower Wednesday morning after the company announced worse-than-expected fiscal fourth-quarter financial results.</p><p><blockquote><b>燃料电池能源公司</b>（纳斯达克：FCEL）周三上午股价走低，此前该公司公布了差于预期的第四财季财务业绩。</blockquote></p><p>FuelCell reported a quarterly earnings loss of 7 cents per share, which came in below the estimate for a loss of 4 cents per share. The company reported quarterly revenue of $13.9 million, which came in below the estimate of $21.86 million and was down from 17 million year-over-year.</p><p><blockquote>FuelCell报告季度收益每股亏损7美分，低于每股亏损4美分的预期。该公司公布的季度收入为1390万美元，低于预期的2186万美元，也低于去年同期的1700万美元。</blockquote></p><p>FuelCell said it will continue to focus on investments in the company that work to achieve long-term growth, rather than focusing on shorter-term financial metrics.</p><p><blockquote>FuelCell表示，将继续关注致力于实现长期增长的公司投资，而不是关注短期财务指标。</blockquote></p><p>&#34;We are pleased with the continued advancement throughout the year of our strategic agenda in terms of infrastructure, solutions and talent to support achieving our long-term goals,&#34; said <b>Jason Few</b>, president and CEO of FuelCell.</p><p><blockquote>“我们很高兴我们的战略议程在基础设施、解决方案和人才方面持续推进，以支持实现我们的长期目标，”他说。<b>杰森·少数</b>，FuelCell总裁兼首席执行官。</blockquote></p><p>Few continued, &#34;We finished fiscal year 2021 with slightly lower revenue compared to fiscal year 2020, but we continued to make important progress on our in-flight projects as well as new technology and applications under development, such as the successful demonstration of the effectiveness of our solid oxide fuel cell.&#34;</p><p><blockquote>Few继续说道：“与2020财年相比，我们在2021财年结束时的收入略有下降，但我们在飞行项目以及正在开发的新技术和应用方面继续取得重要进展，例如成功展示了我们的固体氧化物燃料电池的有效性。”</blockquote></p><p>FuelCell is a fuel-cell power company that designs manufactures, sells, installs, operates and services fuel cell products, which efficiently convert chemical energy in fuels into electricity through a series of chemical reactions.</p><p><blockquote>FuelCell是一家燃料电池电力公司，设计、制造、销售、安装、运营和服务燃料电池产品，通过一系列化学反应将燃料中的化学能高效地转化为电能。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BE":"Bloom Energy Corp","PLUG":"普拉格能源","FCEL":"燃料电池能源"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119057261","content_text":"Hydrogen energy stocks dropped in morning trading.FuelCell, Plug Power, Bloom Energy fell between 2% and 14%.Why FuelCell Energy Shares Are FallingFuelCell Energy Inc(NASDAQ:FCEL) is trading lower Wednesday morning after the company announced worse-than-expected fiscal fourth-quarter financial results.FuelCell reported a quarterly earnings loss of 7 cents per share, which came in below the estimate for a loss of 4 cents per share. The company reported quarterly revenue of $13.9 million, which came in below the estimate of $21.86 million and was down from 17 million year-over-year.FuelCell said it will continue to focus on investments in the company that work to achieve long-term growth, rather than focusing on shorter-term financial metrics.\"We are pleased with the continued advancement throughout the year of our strategic agenda in terms of infrastructure, solutions and talent to support achieving our long-term goals,\" said Jason Few, president and CEO of FuelCell.Few continued, \"We finished fiscal year 2021 with slightly lower revenue compared to fiscal year 2020, but we continued to make important progress on our in-flight projects as well as new technology and applications under development, such as the successful demonstration of the effectiveness of our solid oxide fuel cell.\"FuelCell is a fuel-cell power company that designs manufactures, sells, installs, operates and services fuel cell products, which efficiently convert chemical energy in fuels into electricity through a series of chemical reactions.","news_type":1,"symbols_score_info":{"FCEL":0.9,"PLUG":0.9,"BE":0.9}},"isVote":1,"tweetType":1,"viewCount":3939,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692047987,"gmtCreate":1640815785518,"gmtModify":1640815786405,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581244873474125","authorIdStr":"3581244873474125"},"themes":[],"title":"","htmlText":"Please like and comment. Thanks","listText":"Please like and comment. Thanks","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692047987","repostId":"1149988860","repostType":4,"repost":{"id":"1149988860","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":1640792807,"share":"https://www.laohunote.com/m/news/1149988860?lang=zh_CN&edition=full","pubTime":"2021-12-29 23:46","market":"us","language":"en","title":"Semiconductor Stocks Mixed in Morning Trading<blockquote>半导体股早盘涨跌互现</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1149988860","media":"Tiger Newspress","summary":"Semiconductor stocks mixed in morning trading.Micron Technology jumped nearly 3% while Nvidia and AM","content":"<p><html><head></head><body>Semiconductor stocks mixed in morning trading.Micron Technology jumped nearly 3% while Nvidia and AMD fell more than 2%.</p><p><blockquote><html><head></head><body>半导体股早盘涨跌互现。美光科技上涨近3%，英伟达和AMD下跌超过2%。</body></html></blockquote></p><p><img src=\"https://static.tigerbbs.com/f4d9932e27e7be43b2a47e9900754cd6\" tg-width=\"412\" tg-height=\"177\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p></body></html></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>Semiconductor Stocks Mixed in Morning Trading<blockquote>半导体股早盘涨跌互现</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 Stocks Mixed in Morning Trading<blockquote>半导体股早盘涨跌互现</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\">2021-12-29 23:46</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Semiconductor stocks mixed in morning trading.Micron Technology jumped nearly 3% while Nvidia and AMD fell more than 2%.</p><p><blockquote><html><head></head><body>半导体股早盘涨跌互现。美光科技上涨近3%，英伟达和AMD下跌超过2%。</body></html></blockquote></p><p><img src=\"https://static.tigerbbs.com/f4d9932e27e7be43b2a47e9900754cd6\" tg-width=\"412\" tg-height=\"177\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p></body></html></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","AMD":"美国超微公司","MU":"美光科技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149988860","content_text":"Semiconductor stocks mixed in morning trading.Micron Technology jumped nearly 3% while Nvidia and AMD fell more than 2%.","news_type":1,"symbols_score_info":{"AMD":0.9,"NVDA":0.9,"MU":0.9}},"isVote":1,"tweetType":1,"viewCount":3371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696420023,"gmtCreate":1640749911195,"gmtModify":1640749914178,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581244873474125","authorIdStr":"3581244873474125"},"themes":[],"title":"","htmlText":"Please like and comment. Thanks","listText":"Please like and comment. Thanks","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696420023","repostId":"1184541913","repostType":4,"repost":{"id":"1184541913","kind":"news","pubTimestamp":1640747246,"share":"https://www.laohunote.com/m/news/1184541913?lang=zh_CN&edition=full","pubTime":"2021-12-29 11:07","market":"us","language":"en","title":"KNDI Stock: The LFP Batteries News Charging Up Kandi Technologies Today<blockquote>KNDI 股票：LFP 电池新闻今天为 Kandi Technologies 注入活力</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184541913","media":"InvestorPlace","summary":"The shares of Chinese electric vehicle (EV) maker Kandi Technologies(NASDAQ:KNDI) are rallying today","content":"<p><div> The shares of Chinese electric vehicle (EV) maker Kandi Technologies(NASDAQ:KNDI) are rallying today after the EV maker announced that it had begun “mass production of its lithium iron phosphate (‘LFP...</p><p><blockquote><div>中国电动汽车（EV）制造商康迪科技（纳斯达克股票代码：KNDI）宣布已开始“大规模生产磷酸铁锂（'LFP...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/kndi-stock-the-lfp-batteries-news-charging-up-kandi-technologies-today/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/kndi-stock-the-lfp-batteries-news-charging-up-kandi-technologies-today/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>KNDI Stock: The LFP Batteries News Charging Up Kandi Technologies Today<blockquote>KNDI 股票：LFP 电池新闻今天为 Kandi Technologies 注入活力</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\">\nKNDI Stock: The LFP Batteries News Charging Up Kandi Technologies Today<blockquote>KNDI 股票：LFP 电池新闻今天为 Kandi Technologies 注入活力</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-29 11:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> The shares of Chinese electric vehicle (EV) maker Kandi Technologies(NASDAQ:KNDI) are rallying today after the EV maker announced that it had begun “mass production of its lithium iron phosphate (‘LFP...</p><p><blockquote><div>中国电动汽车（EV）制造商康迪科技（纳斯达克股票代码：KNDI）宣布已开始“大规模生产磷酸铁锂（'LFP...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/kndi-stock-the-lfp-batteries-news-charging-up-kandi-technologies-today/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/kndi-stock-the-lfp-batteries-news-charging-up-kandi-technologies-today/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/12/kndi-stock-the-lfp-batteries-news-charging-up-kandi-technologies-today/\">InvestorPlace</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KNDI":"康迪科技"},"source_url":"https://investorplace.com/2021/12/kndi-stock-the-lfp-batteries-news-charging-up-kandi-technologies-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184541913","content_text":"The shares of Chinese electric vehicle (EV) maker Kandi Technologies(NASDAQ:KNDI) are rallying today after the EV maker announced that it had begun “mass production of its lithium iron phosphate (‘LFP’) battery.” The trading volume of KNDI stock is much higher than normal so far today, and KNDI stock is sixth on Yahoo Finance’s list of trending tickers at the time of writing. Indeed, shares jumped 5.09% to $3.51.\nAccording to Kandi, its LFP battery is “one of the most advanced [batteries] on the global market.” The EV maker added that, in 2019, it launched its LFP battery with an “energy capacity 11% higher than the industry average.”\nKandi reported that the battery has received “high industry-wide ratings and positive feedback from customers.” Last month, the company’s subsidiary, Huiyi, was able to begin mass-producing the battery.\nAccording to the EV maker, the “energy capacity” of the latest version of Kandi’s battery is 10% above that of the 2019 edition. Additionally, it “is 22% higher than the current industry average.”\nOther Things to Know About KNDI Stock\nKandi’s shares have tumbled over 40% in the last six months, even after this morning’s rally. \nFurthermore, Kandi’s market capitalization is now down to less than $300 million, and its trailing price-to-sales ratio has fallen below three.\nOn Dec. 6, Kandiannounced a new share buyback program for as much as $20 million. The program was slated to begin on Dec. 10. Therefore, it will likely finish by the conclusion of 2022.\nIn conjunction with the announcement of the buyback program, Kandi’s CEO, Hu Xiaoming, said in a statement that, “We believe that the market is not valuing Kandi appropriately, and that we are significantly undervalued at the current stock price. Most of our valuation is represented by our cash balance, and we believe that investors do not fully appreciate our exciting growth prospects across a wide range of electric motor propulsion categories.”","news_type":1,"symbols_score_info":{"KNDI":0.9}},"isVote":1,"tweetType":1,"viewCount":2931,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696467735,"gmtCreate":1640749893053,"gmtModify":1640749913357,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581244873474125","authorIdStr":"3581244873474125"},"themes":[],"title":"","htmlText":"Please like and comment. Thanks","listText":"Please like and comment. Thanks","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696467735","repostId":"1134968916","repostType":4,"isVote":1,"tweetType":1,"viewCount":4838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696467868,"gmtCreate":1640749837058,"gmtModify":1640749837957,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581244873474125","authorIdStr":"3581244873474125"},"themes":[],"title":"","htmlText":"Please like and comment. Thanks","listText":"Please like and comment. Thanks","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696467868","repostId":"1159720628","repostType":4,"repost":{"id":"1159720628","kind":"news","pubTimestamp":1640749541,"share":"https://www.laohunote.com/m/news/1159720628?lang=zh_CN&edition=full","pubTime":"2021-12-29 11:45","market":"us","language":"en","title":"2 Unstoppable Growth Stocks To Buy for 2022<blockquote>2022 年值得购买的 2 只不可阻挡的成长型股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159720628","media":"Motley Fool","summary":"While many fast-growing stocks have struggled price-wise in the back half of 2021, most have maintai","content":"<p>While many fast-growing stocks have struggled price-wise in the back half of 2021, most have maintained rapid business growth anyway and that will likely lead to continued success over many years and eventual stock-price recovery. Helping in that recovery is if these companies can develop into market leaders.</p><p><blockquote>虽然许多快速增长的股票在 2021 年下半年的价格举步维艰，但大多数股票无论如何都保持了快速的业务增长，这可能会导致多年来的持续成功，并最终实现股价复苏。这些公司能否发展成为市场领导者，有助于复苏。</blockquote></p><p> Both&nbsp;<b>Coupang</b>(NYSE:CPNG)&nbsp;and&nbsp;<b>Doximity</b>(NYSE:DOCS)have generated solid growth this year while dominating their respective industries. And yet shares of both stocks are down more than 40% off all-time highs set earlier this year. Now might be a nice buying opportunity to add these two dominant businesses to your portfolio. Let's take a closer look at the reasons why.</p><p><blockquote>两者<b>轿跑车</b>（纽约证券交易所代码：CPNG）和<b>粘性</b>（纽约证券交易所股票代码：DOCS）今年实现了稳健增长，同时主导了各自的行业。然而，这两只股票的股价均较今年早些时候创下的历史高点下跌了 40% 以上。现在可能是一个很好的购买机会，将这两个主导业务添加到您的投资组合中。让我们仔细看看原因。</blockquote></p><p> <b>1. Coupang: The customer-centric company</b></p><p><blockquote><b>1. Coupang：以客户为中心的公司</b></blockquote></p><p> While it's unlikely that U.S. readers of this article have experienced Coupang's service, some aspects of what the company has to offer might entice you to move to South Korea. This&nbsp;international e-commerce companymakes&nbsp;<b>Amazon</b>'s two-day delivery look slow. Coupang offers same-day or next-day delivery to nearly all of the orders it gets for free and if you place an order before midnight, you will have it on your doorstep by dawn the next morning.</p><p><blockquote>虽然这篇文章的美国读者不太可能体验过Coupang的服务，但该公司提供的某些方面可能会吸引你搬到韩国。这家国际电子商务公司<b>亚马逊</b>两天的交货时间看起来很慢。Coupang为几乎所有免费订单提供当天或次日送达服务，如果您在午夜前下订单，您将在第二天早上黎明前送货上门。</blockquote></p><p> The company's impressive logistics help it accomplish this. Roughly 70% of South Korean citizens live within seven miles of a Coupang logistics center, making it easy to pick, pack, and ship orders quickly. This incredible level of customer service has enticed roughly one-third of South Korea's population to become active customers, which points to its dominance in the region.</p><p><blockquote>该公司令人印象深刻的物流帮助它实现了这一目标。大约70%的韩国公民居住在Coupang物流中心7英里范围内，这使得快速提货、包装和运输订单变得容易。这种令人难以置信的客户服务水平吸引了大约三分之一的韩国人口成为活跃客户，这表明了其在该地区的主导地位。</blockquote></p><p> The company has been around since 2010 but only became a publicly traded stock in March. It competes with&nbsp;<b>eBay</b>'s GMarket and Amazon, but what these companies are unable to achieve is Coupang's edge: unrivaled customer service and speed. With other services like grocery delivery, Coupang is quickly becoming the primary e-commerce and delivery hub for Korean consumers.</p><p><blockquote>该公司自 2010 年成立以来，但直到 3 月份才成为公开交易股票。它与<b>易趣</b>GMarket和亚马逊，但这些公司无法实现的是Coupang的优势：无与伦比的客户服务和速度。凭借杂货配送等其他服务，Coupang正迅速成为韩国消费者的主要电子商务和配送中心。</blockquote></p><p> Coupang's quarterly revenue hit $4.6 billion (a 48% jump year over year), but the company wants to continue growing. It recently launched services in Japan and Taiwan, and there are also rumors that it is planning on competing in Singapore -- squaring up against&nbsp;<b>Sea Limited</b>.</p><p><blockquote>Coupang 的季度收入达到 46 亿美元（同比增长 48%），但该公司希望继续增长。它最近在日本和台湾推出了服务，还有传言称它正计划在新加坡竞争——与之抗衡<b>海有限公司</b>.</blockquote></p><p> The high level of competition has forced Coupang to pay up for advertising and other marketing expenses. Those expenses exceeded $1 billion in Q3, and with gross margins of just 16%, the company's balance sheet is definitely in the red right now. Its Q3 net loss was over $323 million, and the expenses will likely rise until it gains market share in these regions. Coupang probably won't see net positive income for a few years as it emphasizes service expansion and gaining market share in its new geographies.</p><p><blockquote>高度的竞争迫使Coupang支付广告和其他营销费用。第三季度这些费用超过了 10 亿美元，而毛利率仅为 16%，该公司的资产负债表目前肯定处于亏损状态。其第三季度净亏损超过 3.23 亿美元，在获得这些地区的市场份额之前，费用可能会上升。Coupang 可能在几年内不会出现净正收入，因为它强调服务扩张并在新地区获得市场份额。</blockquote></p><p> With the stock price down from highs set just after its IPO, it would seem that paying just 2.5 times sales for a company with this much dominance in its home market and promising international efforts could be a steal. If Coupang can bring its logistics edge to other countries, its&nbsp;impressive growth should continue for many years to come,making this investment appealing for 2022 and beyond.</p><p><blockquote>随着股价从首次公开募股后创下的高点回落，对于一家在国内市场占据如此主导地位且国际努力充满希望的公司来说，支付销售额的 2.5 倍似乎是一笔划算的交易。如果 Coupang 能够将其物流优势带到其他国家，其令人印象深刻的增长应该会在未来许多年持续下去，使这项投资在 2022 年及以后具有吸引力。</blockquote></p><p> <b>2. Doximity: A new kind of social media</b></p><p><blockquote><b>2. Doximity：一种新型的社交媒体</b></blockquote></p><p> Doximity's online networking service allows doctors and nurses to collaborate with other healthcare providers and patients in a workplace setting. Users also have access to curated medical news as well as telehealth and case collaboration tools that help them stay up to date on the latest drug research and news.</p><p><blockquote>Doximity的在线网络服务允许医生和护士在工作场所与其他医疗保健提供商和患者协作。用户还可以访问策划的医疗新闻以及远程医疗和病例协作工具，帮助他们了解最新的药物研究和新闻。</blockquote></p><p> Doximity management says its reach extends to over 80% of doctors and 90% of medical students. High engagement from this demographic has led to advertising space within its various services becoming incredibly valuable -- especially for pharmaceutical companies looking to advertise their products to doctors. While just 600 drug makers advertise on Doximity, one-third of them are spending at least $100,000 annually, and a handful of them are spending at least $1 million annually.</p><p><blockquote>Doximity management表示，其覆盖范围扩展到超过80%的医生和90%的医学生。这一人群的高参与度使得其各种服务中的广告空间变得非常有价值——尤其是对于希望向医生宣传其产品的制药公司来说。虽然只有 600 家制药商在 Doximity 上做广告，但其中三分之一的制药商每年花费至少 10 万美元，少数人每年花费至少 100 万美元。</blockquote></p><p> While the medical communications site has low switching costs for its users, there are network effects. The more users on the platform, the easier it is for other doctors or medical students to collaborate professionally and expand their professional careers. This decreases the chance of doctors leaving the platform for alternative sources because the community they want to interact with is already on the app. This edge is the primary reason Doximity can charge such premiums for the advertising space on its platforms.</p><p><blockquote>虽然医疗通信站点对其用户来说具有较低的切换成本，但存在网络效应。平台上的用户越多，其他医生或医学生就越容易进行专业协作，拓展职业生涯。这减少了医生离开平台寻找替代来源的机会，因为他们想要互动的社区已经在应用程序上了。这种优势是Doximity可以对其平台上的广告空间收取如此高的溢价的主要原因。</blockquote></p><p> Because Doximity already has strong adoption from healthcare professionals, it does not have to spend as much on marketing and R&amp;D. This, along with the company's 89% gross margins, has allowed it to do things like generating a net income of $36 million on gross revenue of $79.4 million in its most recent quarter.</p><p><blockquote>由于 Doximity 已经被医疗保健专业人员广泛采用，因此它不必在营销和研发上花费那么多。这一点，加上该公司 89% 的毛利率，使其能够在最近一个季度的总收入为 7940 万美元的基础上产生 3600 万美元的净利润。</blockquote></p><p></p><p> To invest in this dominance and profitability, investors will have to pay up a bit. The company trades at 36.6 times sales and 188 times earnings, and that's despite the stock price being down about 53% from 52-week highs on some concern about a drop in growth expectations. But if the company can keep its users on the platform, advertising revenue will continue to be sold at a premium. Doximity's great products and network effect will be able to retain users long term, meaning advertisers likely won't be leaving either. This should result in impressive success for Doximity in 2022 and beyond.</p><p><blockquote>为了投资这种主导地位和盈利能力，投资者必须付出一点代价。该公司的市盈率是销售额的 36.6 倍，市盈率是 188 倍，尽管由于担心增长预期下降，股价较 52 周高点下跌了约 53%。但如果该公司能够将用户留在平台上，广告收入将继续溢价出售。Doximity出色的产品和网络效应将能够长期留住用户，这意味着广告商也可能不会离开。这将使 Doximity 在 2022 年及以后取得令人印象深刻的成功。</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>2 Unstoppable Growth Stocks To Buy for 2022<blockquote>2022 年值得购买的 2 只不可阻挡的成长型股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Unstoppable Growth Stocks To Buy for 2022<blockquote>2022 年值得购买的 2 只不可阻挡的成长型股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-29 11:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p>While many fast-growing stocks have struggled price-wise in the back half of 2021, most have maintained rapid business growth anyway and that will likely lead to continued success over many years and eventual stock-price recovery. Helping in that recovery is if these companies can develop into market leaders.</p><p><blockquote>虽然许多快速增长的股票在 2021 年下半年的价格举步维艰，但大多数股票无论如何都保持了快速的业务增长，这可能会导致多年来的持续成功，并最终实现股价复苏。这些公司能否发展成为市场领导者，有助于复苏。</blockquote></p><p> Both&nbsp;<b>Coupang</b>(NYSE:CPNG)&nbsp;and&nbsp;<b>Doximity</b>(NYSE:DOCS)have generated solid growth this year while dominating their respective industries. And yet shares of both stocks are down more than 40% off all-time highs set earlier this year. Now might be a nice buying opportunity to add these two dominant businesses to your portfolio. Let's take a closer look at the reasons why.</p><p><blockquote>两者<b>轿跑车</b>（纽约证券交易所代码：CPNG）和<b>粘性</b>（纽约证券交易所股票代码：DOCS）今年实现了稳健增长，同时主导了各自的行业。然而，这两只股票的股价均较今年早些时候创下的历史高点下跌了 40% 以上。现在可能是一个很好的购买机会，将这两个主导业务添加到您的投资组合中。让我们仔细看看原因。</blockquote></p><p> <b>1. Coupang: The customer-centric company</b></p><p><blockquote><b>1. Coupang：以客户为中心的公司</b></blockquote></p><p> While it's unlikely that U.S. readers of this article have experienced Coupang's service, some aspects of what the company has to offer might entice you to move to South Korea. This&nbsp;international e-commerce companymakes&nbsp;<b>Amazon</b>'s two-day delivery look slow. Coupang offers same-day or next-day delivery to nearly all of the orders it gets for free and if you place an order before midnight, you will have it on your doorstep by dawn the next morning.</p><p><blockquote>虽然这篇文章的美国读者不太可能体验过Coupang的服务，但该公司提供的某些方面可能会吸引你搬到韩国。这家国际电子商务公司<b>亚马逊</b>两天的交货时间看起来很慢。Coupang为几乎所有免费订单提供当天或次日送达服务，如果您在午夜前下订单，您将在第二天早上黎明前送货上门。</blockquote></p><p> The company's impressive logistics help it accomplish this. Roughly 70% of South Korean citizens live within seven miles of a Coupang logistics center, making it easy to pick, pack, and ship orders quickly. This incredible level of customer service has enticed roughly one-third of South Korea's population to become active customers, which points to its dominance in the region.</p><p><blockquote>该公司令人印象深刻的物流帮助它实现了这一目标。大约70%的韩国公民居住在Coupang物流中心7英里范围内，这使得快速提货、包装和运输订单变得容易。这种令人难以置信的客户服务水平吸引了大约三分之一的韩国人口成为活跃客户，这表明了其在该地区的主导地位。</blockquote></p><p> The company has been around since 2010 but only became a publicly traded stock in March. It competes with&nbsp;<b>eBay</b>'s GMarket and Amazon, but what these companies are unable to achieve is Coupang's edge: unrivaled customer service and speed. With other services like grocery delivery, Coupang is quickly becoming the primary e-commerce and delivery hub for Korean consumers.</p><p><blockquote>该公司自 2010 年成立以来，但直到 3 月份才成为公开交易股票。它与<b>易趣</b>GMarket和亚马逊，但这些公司无法实现的是Coupang的优势：无与伦比的客户服务和速度。凭借杂货配送等其他服务，Coupang正迅速成为韩国消费者的主要电子商务和配送中心。</blockquote></p><p> Coupang's quarterly revenue hit $4.6 billion (a 48% jump year over year), but the company wants to continue growing. It recently launched services in Japan and Taiwan, and there are also rumors that it is planning on competing in Singapore -- squaring up against&nbsp;<b>Sea Limited</b>.</p><p><blockquote>Coupang 的季度收入达到 46 亿美元（同比增长 48%），但该公司希望继续增长。它最近在日本和台湾推出了服务，还有传言称它正计划在新加坡竞争——与之抗衡<b>海有限公司</b>.</blockquote></p><p> The high level of competition has forced Coupang to pay up for advertising and other marketing expenses. Those expenses exceeded $1 billion in Q3, and with gross margins of just 16%, the company's balance sheet is definitely in the red right now. Its Q3 net loss was over $323 million, and the expenses will likely rise until it gains market share in these regions. Coupang probably won't see net positive income for a few years as it emphasizes service expansion and gaining market share in its new geographies.</p><p><blockquote>高度的竞争迫使Coupang支付广告和其他营销费用。第三季度这些费用超过了 10 亿美元，而毛利率仅为 16%，该公司的资产负债表目前肯定处于亏损状态。其第三季度净亏损超过 3.23 亿美元，在获得这些地区的市场份额之前，费用可能会上升。Coupang 可能在几年内不会出现净正收入，因为它强调服务扩张并在新地区获得市场份额。</blockquote></p><p> With the stock price down from highs set just after its IPO, it would seem that paying just 2.5 times sales for a company with this much dominance in its home market and promising international efforts could be a steal. If Coupang can bring its logistics edge to other countries, its&nbsp;impressive growth should continue for many years to come,making this investment appealing for 2022 and beyond.</p><p><blockquote>随着股价从首次公开募股后创下的高点回落，对于一家在国内市场占据如此主导地位且国际努力充满希望的公司来说，支付销售额的 2.5 倍似乎是一笔划算的交易。如果 Coupang 能够将其物流优势带到其他国家，其令人印象深刻的增长应该会在未来许多年持续下去，使这项投资在 2022 年及以后具有吸引力。</blockquote></p><p> <b>2. Doximity: A new kind of social media</b></p><p><blockquote><b>2. Doximity：一种新型的社交媒体</b></blockquote></p><p> Doximity's online networking service allows doctors and nurses to collaborate with other healthcare providers and patients in a workplace setting. Users also have access to curated medical news as well as telehealth and case collaboration tools that help them stay up to date on the latest drug research and news.</p><p><blockquote>Doximity的在线网络服务允许医生和护士在工作场所与其他医疗保健提供商和患者协作。用户还可以访问策划的医疗新闻以及远程医疗和病例协作工具，帮助他们了解最新的药物研究和新闻。</blockquote></p><p> Doximity management says its reach extends to over 80% of doctors and 90% of medical students. High engagement from this demographic has led to advertising space within its various services becoming incredibly valuable -- especially for pharmaceutical companies looking to advertise their products to doctors. While just 600 drug makers advertise on Doximity, one-third of them are spending at least $100,000 annually, and a handful of them are spending at least $1 million annually.</p><p><blockquote>Doximity management表示，其覆盖范围扩展到超过80%的医生和90%的医学生。这一人群的高参与度使得其各种服务中的广告空间变得非常有价值——尤其是对于希望向医生宣传其产品的制药公司来说。虽然只有 600 家制药商在 Doximity 上做广告，但其中三分之一的制药商每年花费至少 10 万美元，少数人每年花费至少 100 万美元。</blockquote></p><p> While the medical communications site has low switching costs for its users, there are network effects. The more users on the platform, the easier it is for other doctors or medical students to collaborate professionally and expand their professional careers. This decreases the chance of doctors leaving the platform for alternative sources because the community they want to interact with is already on the app. This edge is the primary reason Doximity can charge such premiums for the advertising space on its platforms.</p><p><blockquote>虽然医疗通信站点对其用户来说具有较低的切换成本，但存在网络效应。平台上的用户越多，其他医生或医学生就越容易进行专业协作，拓展职业生涯。这减少了医生离开平台寻找替代来源的机会，因为他们想要互动的社区已经在应用程序上了。这种优势是Doximity可以对其平台上的广告空间收取如此高的溢价的主要原因。</blockquote></p><p> Because Doximity already has strong adoption from healthcare professionals, it does not have to spend as much on marketing and R&amp;D. This, along with the company's 89% gross margins, has allowed it to do things like generating a net income of $36 million on gross revenue of $79.4 million in its most recent quarter.</p><p><blockquote>由于 Doximity 已经被医疗保健专业人员广泛采用，因此它不必在营销和研发上花费那么多。这一点，加上该公司 89% 的毛利率，使其能够在最近一个季度的总收入为 7940 万美元的基础上产生 3600 万美元的净利润。</blockquote></p><p></p><p> To invest in this dominance and profitability, investors will have to pay up a bit. The company trades at 36.6 times sales and 188 times earnings, and that's despite the stock price being down about 53% from 52-week highs on some concern about a drop in growth expectations. But if the company can keep its users on the platform, advertising revenue will continue to be sold at a premium. Doximity's great products and network effect will be able to retain users long term, meaning advertisers likely won't be leaving either. This should result in impressive success for Doximity in 2022 and beyond.</p><p><blockquote>为了投资这种主导地位和盈利能力，投资者必须付出一点代价。该公司的市盈率是销售额的 36.6 倍，市盈率是 188 倍，尽管由于担心增长预期下降，股价较 52 周高点下跌了约 53%。但如果该公司能够将用户留在平台上，广告收入将继续溢价出售。Doximity出色的产品和网络效应将能够长期留住用户，这意味着广告商也可能不会离开。这将使 Doximity 在 2022 年及以后取得令人印象深刻的成功。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/28/2-unstoppable-growth-stocks-to-buy-for-2022/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CPNG":"Coupang, Inc.","DOCS":"Doximity, Inc."},"source_url":"https://www.fool.com/investing/2021/12/28/2-unstoppable-growth-stocks-to-buy-for-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159720628","content_text":"While many fast-growing stocks have struggled price-wise in the back half of 2021, most have maintained rapid business growth anyway and that will likely lead to continued success over many years and eventual stock-price recovery. Helping in that recovery is if these companies can develop into market leaders.\nBoth Coupang(NYSE:CPNG) and Doximity(NYSE:DOCS)have generated solid growth this year while dominating their respective industries. And yet shares of both stocks are down more than 40% off all-time highs set earlier this year. Now might be a nice buying opportunity to add these two dominant businesses to your portfolio. Let's take a closer look at the reasons why.\n1. Coupang: The customer-centric company\nWhile it's unlikely that U.S. readers of this article have experienced Coupang's service, some aspects of what the company has to offer might entice you to move to South Korea. This international e-commerce companymakes Amazon's two-day delivery look slow. Coupang offers same-day or next-day delivery to nearly all of the orders it gets for free and if you place an order before midnight, you will have it on your doorstep by dawn the next morning.\nThe company's impressive logistics help it accomplish this. Roughly 70% of South Korean citizens live within seven miles of a Coupang logistics center, making it easy to pick, pack, and ship orders quickly. This incredible level of customer service has enticed roughly one-third of South Korea's population to become active customers, which points to its dominance in the region.\nThe company has been around since 2010 but only became a publicly traded stock in March. It competes with eBay's GMarket and Amazon, but what these companies are unable to achieve is Coupang's edge: unrivaled customer service and speed. With other services like grocery delivery, Coupang is quickly becoming the primary e-commerce and delivery hub for Korean consumers.\nCoupang's quarterly revenue hit $4.6 billion (a 48% jump year over year), but the company wants to continue growing. It recently launched services in Japan and Taiwan, and there are also rumors that it is planning on competing in Singapore -- squaring up against Sea Limited.\nThe high level of competition has forced Coupang to pay up for advertising and other marketing expenses. Those expenses exceeded $1 billion in Q3, and with gross margins of just 16%, the company's balance sheet is definitely in the red right now. Its Q3 net loss was over $323 million, and the expenses will likely rise until it gains market share in these regions. Coupang probably won't see net positive income for a few years as it emphasizes service expansion and gaining market share in its new geographies.\nWith the stock price down from highs set just after its IPO, it would seem that paying just 2.5 times sales for a company with this much dominance in its home market and promising international efforts could be a steal. If Coupang can bring its logistics edge to other countries, its impressive growth should continue for many years to come,making this investment appealing for 2022 and beyond.\n2. Doximity: A new kind of social media\nDoximity's online networking service allows doctors and nurses to collaborate with other healthcare providers and patients in a workplace setting. Users also have access to curated medical news as well as telehealth and case collaboration tools that help them stay up to date on the latest drug research and news.\nDoximity management says its reach extends to over 80% of doctors and 90% of medical students. High engagement from this demographic has led to advertising space within its various services becoming incredibly valuable -- especially for pharmaceutical companies looking to advertise their products to doctors. While just 600 drug makers advertise on Doximity, one-third of them are spending at least $100,000 annually, and a handful of them are spending at least $1 million annually.\nWhile the medical communications site has low switching costs for its users, there are network effects. The more users on the platform, the easier it is for other doctors or medical students to collaborate professionally and expand their professional careers. This decreases the chance of doctors leaving the platform for alternative sources because the community they want to interact with is already on the app. This edge is the primary reason Doximity can charge such premiums for the advertising space on its platforms.\nBecause Doximity already has strong adoption from healthcare professionals, it does not have to spend as much on marketing and R&D. This, along with the company's 89% gross margins, has allowed it to do things like generating a net income of $36 million on gross revenue of $79.4 million in its most recent quarter.\nTo invest in this dominance and profitability, investors will have to pay up a bit. The company trades at 36.6 times sales and 188 times earnings, and that's despite the stock price being down about 53% from 52-week highs on some concern about a drop in growth expectations. But if the company can keep its users on the platform, advertising revenue will continue to be sold at a premium. Doximity's great products and network effect will be able to retain users long term, meaning advertisers likely won't be leaving either. This should result in impressive success for Doximity in 2022 and beyond.","news_type":1,"symbols_score_info":{"CPNG":0.9,"DOCS":0.9}},"isVote":1,"tweetType":1,"viewCount":4296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696467384,"gmtCreate":1640749818854,"gmtModify":1640749819800,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581244873474125","authorIdStr":"3581244873474125"},"themes":[],"title":"","htmlText":"Please like and comment. Thanks","listText":"Please like and comment. Thanks","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696467384","repostId":"1186633322","repostType":4,"isVote":1,"tweetType":1,"viewCount":3569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696167027,"gmtCreate":1640651702907,"gmtModify":1640651703802,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581244873474125","authorIdStr":"3581244873474125"},"themes":[],"title":"","htmlText":"Please like and comment. Thanks","listText":"Please like and comment. Thanks","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/696167027","repostId":"1127506895","repostType":4,"repost":{"id":"1127506895","kind":"news","pubTimestamp":1640649773,"share":"https://www.laohunote.com/m/news/1127506895?lang=zh_CN&edition=full","pubTime":"2021-12-28 08:02","market":"sg","language":"en","title":"Singapore Bourse Likely To Bounce Higher Again On Tuesday<blockquote>新加坡股市周二可能再次反弹</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127506895","media":"RTTNews","summary":"The Singapore stock market on Monday snapped the four-day winning streak in which it had gathered al","content":"<p>The Singapore stock market on Monday snapped the four-day winning streak in which it had gathered almost 35 points or 1.2 percent. The Straits Times Index now sits just beneath the 3,105-point plateau although it's expected to rebound on Tuesday.</p><p><blockquote>新加坡股市周一结束了连续四天的上涨势头，上涨了近35点，涨幅为1.2%。海峡时报指数目前略低于 3,105 点的平台位，但预计周二将反弹。</blockquote></p><p> The global forecast for the Asian&nbsp;marketsis optimistic on easing fears regarding the Omicron variant of the coronavirus. The European markets were mixed and the U.S. bourses were up and the Asian markets figure to split the difference.</p><p><blockquote>亚洲市场的全球预测对缓解对冠状病毒奥密克戎变种的担忧持乐观态度。欧洲市场涨跌互现，美国股市上涨，亚洲市场平分秋色。</blockquote></p><p> The STI finished slightly lower on Monday following losses from the financials, gains from the properties and a mixed picture from the industrials.</p><p><blockquote>受金融股下跌、房地产股上涨以及工业股好坏参半的影响，STI 周一小幅收低。</blockquote></p><p> For the day, the index fell 4.04 points or 0.13 percent to finish at 3,104.24 after trading between 3,104.24 and 3,113.55. Volume was 863.6 million shares worth 394.2 million Singapore dollars. There were 190 gainers and 139 decliners.</p><p><blockquote>当天，该指数下跌 4.04 点或 0.13%，收于 3,104.24 点，交易价格在 3,104.24 至 3,113.55 之间。成交量为8.636亿股，价值3.942亿新加坡元。上涨的有190家，下跌的有139家。</blockquote></p><p> Among the actives, Ascendas REIT and DBS Group both fell 0.34 percent, while CapitaLand Integrated Commercial Trust and Mapletree Commercial Trust both climbed 0.50 percent, City Developments rallied 0.60 percent, Comfort DelGro advanced 0.73 percent, Dairy Farm International surged 2.56 percent, Genting Singapore jumped 0.65 percent, Keppel Corp and Hongkong Land both dropped 0.58 percent, Oversea-Chinese Banking Corporation eased 0.18 percent, SATS rose 0.26 percent, Singapore Exchange spiked 0.98 percent, Singapore Press Holdings added 0.43 percent, Singapore Technologies Engineering shed 0.53 percent, Thai Beverage accelerated 0.76 percent, United Overseas Bank sank 0.60 percent, Wilmar International lost 0.49 percent, Yangzijiang Shipbuilding soared 1.54 percent and Mapletree Logistics Trust, SembCorp Industries, Singapore Airlines and SingTel were unchanged.</p><p><blockquote>资产中，升达房地产投资信托和星展集团均下跌0.34%，凯德综合商业信托和丰树商业信托均上涨0.50%，城市发展上涨0.60%，康富德高涨0.73%，乳业国际飙升2.56%，云顶新加坡上涨0.65%，吉宝集团和香港置地均下跌0.58%，华侨银行下跌0.18%，SATS上涨0.26%，新加坡交易所飙升0.98%，新加坡报业控股上涨0.43%，新加坡科技工程下跌0.53%，泰国饮料加速上涨0.76%，大华银行下跌0.60%，丰益国际下跌0.49%，扬子江船舶飙升1.54%，丰树物流信托、胜科实业、新加坡航空</blockquote></p><p> The lead from Wall Street is solid as the major averages opened higher on Monday and accelerated as the day progressed, ending at or near record closing highs.</p><p><blockquote>华尔街的领先优势稳固，主要股指周一开盘走高，并随着当天的进展加速，收于或接近创纪录的收盘高点。</blockquote></p><p> The Dow spiked 351.82 points or 0.98 percent to finish at 36,302.38, while the NASDAQ surged 217.89 points or 1.39 percent to end at 15,871.26 and the S&amp;P 500 gained 65.40 points or 1.38 percent to close at 4,791.19.</p><p><blockquote>道琼斯指数飙升351.82点或0.98%，收于36,302.38点，而纳斯达克指数飙升217.89点或1.39%，收于15,871.26点，标普500指数上涨65.40点或1.38%，收于4,791.19点。</blockquote></p><p> The continued strength on Wall Street came amid easing concerns about the economic impact of the Omicron variant of the&nbsp;coronavirus. While Omicron seems to be more transmissible, the new strain purportedly causes milder symptoms and could accelerate the end of the pandemic.</p><p><blockquote>华尔街持续走强之际，人们对冠状病毒奥密克戎变种对经济影响的担忧有所缓解。虽然奥密克戎病毒似乎更具传染性，但据称这种新毒株会引起较轻的症状，并可能加速疫情的结束。</blockquote></p><p> Stocks may also have benefitted from so-called window-dressing going into the end of the year, with traders looking to boost the value of the portfolios.</p><p><blockquote>股市也可能受益于年底所谓的窗口期，交易员希望提高投资组合的价值。</blockquote></p><p> Crude oil futures ended sharply higher Monday amid hopes the Omicron variant will not any significantly impact global economic recovery. West Texas Intermediate Crude oil futures for February ended up by $1.78 or 2.4 percent at $75.57 a barrel.</p><p><blockquote>由于希望奥密克戎变体不会对全球经济复苏产生任何重大影响，原油期货周一大幅收高。2月份西德克萨斯中质原油期货收盘上涨1.78美元，涨幅2.4%，至每桶75.57美元。</blockquote></p><p></p>","source":"lsy1626938412129","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>Singapore Bourse Likely To Bounce Higher Again On Tuesday<blockquote>新加坡股市周二可能再次反弹</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\">\nSingapore Bourse Likely To Bounce Higher Again On Tuesday<blockquote>新加坡股市周二可能再次反弹</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">RTTNews</strong><span class=\"h-time small\">2021-12-28 08:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Singapore stock market on Monday snapped the four-day winning streak in which it had gathered almost 35 points or 1.2 percent. The Straits Times Index now sits just beneath the 3,105-point plateau although it's expected to rebound on Tuesday.</p><p><blockquote>新加坡股市周一结束了连续四天的上涨势头，上涨了近35点，涨幅为1.2%。海峡时报指数目前略低于 3,105 点的平台位，但预计周二将反弹。</blockquote></p><p> The global forecast for the Asian&nbsp;marketsis optimistic on easing fears regarding the Omicron variant of the coronavirus. The European markets were mixed and the U.S. bourses were up and the Asian markets figure to split the difference.</p><p><blockquote>亚洲市场的全球预测对缓解对冠状病毒奥密克戎变种的担忧持乐观态度。欧洲市场涨跌互现，美国股市上涨，亚洲市场平分秋色。</blockquote></p><p> The STI finished slightly lower on Monday following losses from the financials, gains from the properties and a mixed picture from the industrials.</p><p><blockquote>受金融股下跌、房地产股上涨以及工业股好坏参半的影响，STI 周一小幅收低。</blockquote></p><p> For the day, the index fell 4.04 points or 0.13 percent to finish at 3,104.24 after trading between 3,104.24 and 3,113.55. Volume was 863.6 million shares worth 394.2 million Singapore dollars. There were 190 gainers and 139 decliners.</p><p><blockquote>当天，该指数下跌 4.04 点或 0.13%，收于 3,104.24 点，交易价格在 3,104.24 至 3,113.55 之间。成交量为8.636亿股，价值3.942亿新加坡元。上涨的有190家，下跌的有139家。</blockquote></p><p> Among the actives, Ascendas REIT and DBS Group both fell 0.34 percent, while CapitaLand Integrated Commercial Trust and Mapletree Commercial Trust both climbed 0.50 percent, City Developments rallied 0.60 percent, Comfort DelGro advanced 0.73 percent, Dairy Farm International surged 2.56 percent, Genting Singapore jumped 0.65 percent, Keppel Corp and Hongkong Land both dropped 0.58 percent, Oversea-Chinese Banking Corporation eased 0.18 percent, SATS rose 0.26 percent, Singapore Exchange spiked 0.98 percent, Singapore Press Holdings added 0.43 percent, Singapore Technologies Engineering shed 0.53 percent, Thai Beverage accelerated 0.76 percent, United Overseas Bank sank 0.60 percent, Wilmar International lost 0.49 percent, Yangzijiang Shipbuilding soared 1.54 percent and Mapletree Logistics Trust, SembCorp Industries, Singapore Airlines and SingTel were unchanged.</p><p><blockquote>资产中，升达房地产投资信托和星展集团均下跌0.34%，凯德综合商业信托和丰树商业信托均上涨0.50%，城市发展上涨0.60%，康富德高涨0.73%，乳业国际飙升2.56%，云顶新加坡上涨0.65%，吉宝集团和香港置地均下跌0.58%，华侨银行下跌0.18%，SATS上涨0.26%，新加坡交易所飙升0.98%，新加坡报业控股上涨0.43%，新加坡科技工程下跌0.53%，泰国饮料加速上涨0.76%，大华银行下跌0.60%，丰益国际下跌0.49%，扬子江船舶飙升1.54%，丰树物流信托、胜科实业、新加坡航空</blockquote></p><p> The lead from Wall Street is solid as the major averages opened higher on Monday and accelerated as the day progressed, ending at or near record closing highs.</p><p><blockquote>华尔街的领先优势稳固，主要股指周一开盘走高，并随着当天的进展加速，收于或接近创纪录的收盘高点。</blockquote></p><p> The Dow spiked 351.82 points or 0.98 percent to finish at 36,302.38, while the NASDAQ surged 217.89 points or 1.39 percent to end at 15,871.26 and the S&amp;P 500 gained 65.40 points or 1.38 percent to close at 4,791.19.</p><p><blockquote>道琼斯指数飙升351.82点或0.98%，收于36,302.38点，而纳斯达克指数飙升217.89点或1.39%，收于15,871.26点，标普500指数上涨65.40点或1.38%，收于4,791.19点。</blockquote></p><p> The continued strength on Wall Street came amid easing concerns about the economic impact of the Omicron variant of the&nbsp;coronavirus. While Omicron seems to be more transmissible, the new strain purportedly causes milder symptoms and could accelerate the end of the pandemic.</p><p><blockquote>华尔街持续走强之际，人们对冠状病毒奥密克戎变种对经济影响的担忧有所缓解。虽然奥密克戎病毒似乎更具传染性，但据称这种新毒株会引起较轻的症状，并可能加速疫情的结束。</blockquote></p><p> Stocks may also have benefitted from so-called window-dressing going into the end of the year, with traders looking to boost the value of the portfolios.</p><p><blockquote>股市也可能受益于年底所谓的窗口期，交易员希望提高投资组合的价值。</blockquote></p><p> Crude oil futures ended sharply higher Monday amid hopes the Omicron variant will not any significantly impact global economic recovery. West Texas Intermediate Crude oil futures for February ended up by $1.78 or 2.4 percent at $75.57 a barrel.</p><p><blockquote>由于希望奥密克戎变体不会对全球经济复苏产生任何重大影响，原油期货周一大幅收高。2月份西德克萨斯中质原油期货收盘上涨1.78美元，涨幅2.4%，至每桶75.57美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.rttnews.com/3251627/singapore-bourse-likely-to-bounce-higher-again-on-tuesday.aspx?type=acom\">RTTNews</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":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3251627/singapore-bourse-likely-to-bounce-higher-again-on-tuesday.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127506895","content_text":"The Singapore stock market on Monday snapped the four-day winning streak in which it had gathered almost 35 points or 1.2 percent. The Straits Times Index now sits just beneath the 3,105-point plateau although it's expected to rebound on Tuesday.\nThe global forecast for the Asian marketsis optimistic on easing fears regarding the Omicron variant of the coronavirus. The European markets were mixed and the U.S. bourses were up and the Asian markets figure to split the difference.\nThe STI finished slightly lower on Monday following losses from the financials, gains from the properties and a mixed picture from the industrials.\nFor the day, the index fell 4.04 points or 0.13 percent to finish at 3,104.24 after trading between 3,104.24 and 3,113.55. Volume was 863.6 million shares worth 394.2 million Singapore dollars. There were 190 gainers and 139 decliners.\nAmong the actives, Ascendas REIT and DBS Group both fell 0.34 percent, while CapitaLand Integrated Commercial Trust and Mapletree Commercial Trust both climbed 0.50 percent, City Developments rallied 0.60 percent, Comfort DelGro advanced 0.73 percent, Dairy Farm International surged 2.56 percent, Genting Singapore jumped 0.65 percent, Keppel Corp and Hongkong Land both dropped 0.58 percent, Oversea-Chinese Banking Corporation eased 0.18 percent, SATS rose 0.26 percent, Singapore Exchange spiked 0.98 percent, Singapore Press Holdings added 0.43 percent, Singapore Technologies Engineering shed 0.53 percent, Thai Beverage accelerated 0.76 percent, United Overseas Bank sank 0.60 percent, Wilmar International lost 0.49 percent, Yangzijiang Shipbuilding soared 1.54 percent and Mapletree Logistics Trust, SembCorp Industries, Singapore Airlines and SingTel were unchanged.\nThe lead from Wall Street is solid as the major averages opened higher on Monday and accelerated as the day progressed, ending at or near record closing highs.\nThe Dow spiked 351.82 points or 0.98 percent to finish at 36,302.38, while the NASDAQ surged 217.89 points or 1.39 percent to end at 15,871.26 and the S&P 500 gained 65.40 points or 1.38 percent to close at 4,791.19.\nThe continued strength on Wall Street came amid easing concerns about the economic impact of the Omicron variant of the coronavirus. While Omicron seems to be more transmissible, the new strain purportedly causes milder symptoms and could accelerate the end of the pandemic.\nStocks may also have benefitted from so-called window-dressing going into the end of the year, with traders looking to boost the value of the portfolios.\nCrude oil futures ended sharply higher Monday amid hopes the Omicron variant will not any significantly impact global economic recovery. West Texas Intermediate Crude oil futures for February ended up by $1.78 or 2.4 percent at $75.57 a barrel.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":3160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696164381,"gmtCreate":1640651662447,"gmtModify":1640651663329,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581244873474125","authorIdStr":"3581244873474125"},"themes":[],"title":"","htmlText":"Please like and comment. Thanks","listText":"Please like and comment. Thanks","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/696164381","repostId":"1174834890","repostType":4,"isVote":1,"tweetType":1,"viewCount":3713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696164075,"gmtCreate":1640651634206,"gmtModify":1640651635110,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581244873474125","authorIdStr":"3581244873474125"},"themes":[],"title":"","htmlText":"Please like and comment. Thanks","listText":"Please like and comment. Thanks","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/696164075","repostId":"1127544468","repostType":4,"isVote":1,"tweetType":1,"viewCount":3076,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696031934,"gmtCreate":1640571206035,"gmtModify":1640571206909,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581244873474125","authorIdStr":"3581244873474125"},"themes":[],"title":"","htmlText":"Please like and comment. Thanks","listText":"Please like and comment. Thanks","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696031934","repostId":"1134719314","repostType":4,"repost":{"id":"1134719314","kind":"news","pubTimestamp":1640568785,"share":"https://www.laohunote.com/m/news/1134719314?lang=zh_CN&edition=full","pubTime":"2021-12-27 09:33","market":"us","language":"en","title":"3 Top Renewable Energy Stocks for 2022<blockquote>2022年3只顶级可再生能源股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1134719314","media":"Motley Fool","summary":"Key Points\n\nSunPower is well-positioned to ride the wave of growth in residential solar.\nAtlantica S","content":"<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul>  <li>SunPower is well-positioned to ride the wave of growth in residential solar.</li>  <li>Atlantica Sustainable Infrastructure's assets are in a sweet spot, and its stock is on sale versus its peers.</li>  <li>ChargePoint could sustain a lightning-fast growth rate for several years.</li> </ul> It's been a rough few months for renewable energy stocks. Macroeconomic shifts have induced traders to sell off growth stocks in favor of value, and the green energy space specifically was hit particularly hard hit as the Build Back Better billstalled in Congress. But the industry is still growing quickly, and has always adapted to changing political conditions.</p><p><blockquote><ul><li>SunPower处于有利地位，可以驾驭住宅太阳能的增长浪潮。</li><li>Atlantica Sustainable Infrastructure的资产处于最佳状态，其股票相对于同行正在出售。</li><li>ChargePoint可以在几年内保持闪电般的增长率。</li></ul>对于可再生能源股来说，这几个月是艰难的。宏观经济的变化促使交易员抛售成长型股票，转而青睐价值型股票，而随着重建更好法案在国会陷入停滞，绿色能源领域尤其受到重创。但该行业仍在快速增长，并始终适应不断变化的政治条件。</blockquote></p><p> As 2022 approaches, we asked three Fool.com contributors to offer their picks for top renewable energy stocks to buy for next year. They found&nbsp;<a href=\"https://laohu8.com/S/SPWR\"><b>SunPower</b></a>,&nbsp;<a href=\"https://laohu8.com/S/AY\"><b>Atlantica Sustainable Infrastructure</b></a>, and&nbsp;<a href=\"https://laohu8.com/S/CHPT\"><b>ChargePoint Holdings</b></a>&nbsp;to be a cut above the rest.</p><p><blockquote>随着2022年的临近，我们请三位Fool.com撰稿人提供他们对明年最值得购买的可再生能源股票的选择。他们发现<a href=\"https://laohu8.com/S/SPWR\"><b>太阳电源</b></a>, <a href=\"https://laohu8.com/S/AY\"><b>大西洋可持续基础设施</b></a>，和<a href=\"https://laohu8.com/S/CHPT\"><b>ChargePoint控股</b></a>比其他人高一截。</blockquote></p><p> <b>Travis Hoium(SunPower):</b>In 2021, I think we saw a shift in how consumers see electricity markets and their own energy independence. Not only are residential solar installations in the U.S. at record highs, an increasing percentage of customers are also adding energy storage and EV charging to their installations. This plays to SunPower's strengths as an energy solutions company.</p><p><blockquote><b>特拉维斯·霍伊姆（SunPower）：</b>2021年，我认为我们看到消费者对电力市场和自身能源独立性的看法发生了转变。美国的住宅太阳能装置不仅创下历史新高，而且越来越多的客户也在其装置中增加储能和电动汽车充电。这发挥了SunPower作为能源解决方案公司的优势。</blockquote></p><p> SunPower has shed its solar module manufacturing business, its utility-scale solar business, and is in the process of finding strategic alternatives for its commercial solar business. That leaves its focus squarely on residential solar, and it shows. Its non-GAAP gross margin per watt for residential projects jumped from $0.46 to $0.69 over the past year. At the same time, its net recourse debt declined from $428 million to $154 million.</p><p><blockquote>SunPower已经剥离了其太阳能组件制造业务、公用事业规模太阳能业务，并正在为其商业太阳能业务寻找战略替代方案。这使得它的重点完全集中在住宅太阳能上，这一点显而易见。去年，其住宅项目的非GAAP每瓦毛利率从0.46美元跃升至0.69美元。与此同时，其净追索权债务从4.28亿美元下降至1.54亿美元。</blockquote></p><p> Fewer subsidies may be bad newsfor solar energy companies, but that won't halt the industry's growth nor will it eliminate people's desire to buy rooftop solar systems or EV chargers. I think SunPower is well-positioned to ride the coming wave of growth, and that's why I think 2022 will be a great year for the stock.</p><p><blockquote>补贴减少对太阳能公司来说可能是个坏消息，但这不会阻止该行业的增长，也不会消除人们购买屋顶太阳能系统或电动汽车充电器的愿望。我认为SunPower处于有利地位，可以驾驭即将到来的增长浪潮，这就是为什么我认为2022年对该股来说将是伟大的一年。</blockquote></p><p> <b>Howard Smith(Atlantica Sustainable Infrastructure)</b>: Nations and businesses around the world are increasingly investing in renewable energy infrastructure. As that infrastructure grows, so too do the power purchase agreements that companies are signing with owners of those assets to bolster sustainability initiatives. The majority of Atlantica Sustainable's power generation comes from renewable energy, but it also has efficient natural gas plants and owns electricity transmission lines and water desalination facilities.</p><p><blockquote><b>霍华德·史密斯（大西洋可持续基础设施）</b>：世界各国和企业越来越多地投资于可再生能源基础设施。随着基础设施的发展，公司与这些资产所有者签署的电力购买协议也在增长，以支持可持续发展计划。Atlantica Sustainable的大部分发电来自可再生能源，但它也拥有高效的天然气工厂，并拥有输电线路和海水淡化设施。</blockquote></p><p> Most of its renewable energy comes from solar assets, and all of those are generating revenues under long-term contracts. For investors, that means the company's dividend, which at current share prices yields around 4.8%, should be reliable. In fact, over the first nine months of 2021, its cash available for distribution increased 12.9% year over year. Its revenues grew 8.4% in the same period, excluding foreign currency impacts and a non-recurring project.</p><p><blockquote>其大部分可再生能源来自太阳能资产，所有这些都通过长期合同产生收入。对于投资者来说，这意味着该公司的股息（按当前股价计算收益率约为4.8%）应该是可靠的。事实上，2021年前9个月，其可供分配现金同比增长12.9%。不包括外汇影响和非经常性项目，其收入同期增长了8.4%。</blockquote></p><p> Renewables contributed 77% of Atlantica's revenue through Sept. 30. In addition to North America, the company has assets in South America, Europe, the Middle East, and Africa. But the vast majority of its 2021 new investments have been in North America. Thanks to the recently enacted infrastructure bill and the potential passage of legislation routing additional funds to U.S. renewable energy development, there should be no lack of assets with which to grow in coming years.</p><p><blockquote>截至9月30日，可再生能源贡献了Atlantica收入的77%。除北美外，该公司还在南美、欧洲、中东和非洲拥有资产。但其2021年的绝大多数新投资都在北美。由于最近颁布的基础设施法案以及可能通过的为美国可再生能源开发提供额外资金的立法，未来几年应该不会缺乏可供增长的资产。</blockquote></p><p> Atlantica Sustainable also looks like a good value compared to its peers right now. The charts below show itsdividend yieldexceeds that of two other renewable energy asset owners, and it trades at a more favorable valuation.</p><p><blockquote>与目前的同行相比，Atlantica Sustainable看起来也很有价值。下图显示其股息收益率超过了另外两家可再生能源资产所有者，并且其交易估值更有利。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/36f6c35975406c560a29e97949abff9e\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">DATA BYYCHARTS</p><p><blockquote>数据来自YCharts</blockquote></p><p> Through 2025, the company expects 73% of its cash available for distribution to come from renewable assets, and geographically, almost half will come from North America. Given the company's assets and investments in a region that has committed to growing its renewable energy sources, this is a good time to own Atlantica Sustainable Infrastructure.</p><p><blockquote>到2025年，该公司预计73%的可分配现金将来自可再生资产，从地理上看，近一半将来自北美。鉴于该公司在致力于发展可再生能源的地区的资产和投资，现在是拥有Atlantica可持续基础设施的好时机。</blockquote></p><p></p><p> <b>Daniel Foelber&nbsp;(ChargePoint Holdings):</b>If you step back and think about the ongoing national transition from vehicles powered by internal combustion to those powered by electricity, it quickly becomes clear the U.S. is going to need far more electric vehicle (EV) chargers. That's why $7.5 billion of President Biden's Infrastructure Investment and Jobs Actis earmarked for expanding the nation's EV chargingcapabilities. Like many industries dependent on hardware and high costs, the risk for businesses in this space is that EV chargers will become commoditized, and that businesses and consumers will simply choose the providers that offer the lowest-cost solutions.</p><p><blockquote><b>丹尼尔·福尔伯（ChargePoint Holdings）：</b>如果你退后一步，想想正在进行的从内燃机驱动的汽车到电力驱动的汽车的国家转型，很快就会发现美国将需要更多的电动汽车（EV）充电器。这就是为什么拜登总统的基础设施投资和就业机会中有75亿美元专门用于扩大国家的电动汽车充电能力。与许多依赖硬件和高成本的行业一样，该领域企业面临的风险是电动汽车充电器将商品化，而企业和消费者只会选择提供最低成本解决方案的提供商。</blockquote></p><p> ChargePoint can't bypass this risk, but it has done a great job building a vertically integrated, capital-light business, and it's nowthe U.S. leaderin its niche. In the case of ChargePoint, \"capital-light\" means that it doesn't need to spend heavily to grow its revenue because it sells its hardware upfront. Over time, its growing charging network should generate greater recurring revenue through software subscriptions. But for now, subscriptions account for less than 30% of total revenue.</p><p><blockquote>ChargePoint无法绕过这一风险，但它在建立垂直整合、轻资本业务方面做得很好，现在是美国该领域的领导者。就ChargePoint而言，“轻资本”意味着它不需要大量支出来增加收入，因为它预先销售硬件。随着时间的推移，其不断增长的充电网络应该会通过软件订阅产生更多的经常性收入。但就目前而言，订阅占总收入的比例还不到30%。</blockquote></p><p> ChargePoint expects its business to grow in lockstep with U.S. EV sales. Despite their growth, so far, EVs are only on course to account for 4% of U.S. car sales in 2021, compared to 9% in China and 14% in Europe. That leaves plenty of room for ChargePoint's business to scale and reach profitability.</p><p><blockquote>ChargePoint预计其业务将与美国电动汽车销量同步增长。尽管有所增长，但到目前为止，电动汽车在2021年仅占美国汽车销量的4%，而中国和欧洲分别为9%和14%。这为ChargePoint的业务规模和实现盈利留下了充足的空间。</blockquote></p><p> As ChargePoint waits for EV adoption to accelerate, it has built a larger and more sophisticated network of charging ports. As of Oct. 31, it had 163,000 activated ports around the world, roughly 7% of which are DC fast-charging ports.&nbsp;For comparison, consider that the&nbsp;<b>Tesla</b>&nbsp;Supercharger network consists of just over 30,000 fast-charging ports.</p><p><blockquote>随着ChargePoint等待电动汽车加速普及，它已经建立了一个更大、更复杂的充电端口网络。截至10月31日，它在全球拥有163,000个激活端口，其中约7%是DC快速充电端口。为了进行比较，请考虑<b>特斯拉</b>超级充电网络由30,000多个快速充电端口组成。</blockquote></p><p> Management has forecast that ChargePoint will finish its fiscal 2022 (which ends on Jan. 31) with annual revenues of between $235 million and $240 million -- up more than 60% from fiscal 2021. Also impressive is the company's non-GAAP gross margin, which was 27% in the fiscal third quarter compared to 20% in the prior-year period. ChargePoint stands out as a fast-growing business that willflex its industry-leading position to pull away from the competition.</p><p><blockquote>管理层预测ChargePoint 2022财年（截至1月31日）结束时的年收入将在2.35亿美元至2.4亿美元之间，比2021财年增长60%以上。同样令人印象深刻的是该公司的非GAAP毛利率，第三财季为27%，而去年同期为20%。ChargePoint作为一家快速增长的企业脱颖而出，将利用其行业领先地位从竞争中脱颖而出。</blockquote></p><p> Renewable energy stocksmay not be ending 2021 on a high note, but that doesn't mean the long-term trends aren't heading in the right direction. Wind, solar, and EVs are all growing, and that should help these stocks outperform the market in the years to come.</p><p><blockquote>可再生能源股票可能不会在2021年结束时表现出色，但这并不意味着长期趋势没有朝着正确的方向发展。风能、太阳能和电动汽车都在增长，这应该有助于这些股票在未来几年跑赢市场。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Top Renewable Energy Stocks for 2022<blockquote>2022年3只顶级可再生能源股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Top Renewable Energy Stocks for 2022<blockquote>2022年3只顶级可再生能源股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-27 09:33</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul>  <li>SunPower is well-positioned to ride the wave of growth in residential solar.</li>  <li>Atlantica Sustainable Infrastructure's assets are in a sweet spot, and its stock is on sale versus its peers.</li>  <li>ChargePoint could sustain a lightning-fast growth rate for several years.</li> </ul> It's been a rough few months for renewable energy stocks. Macroeconomic shifts have induced traders to sell off growth stocks in favor of value, and the green energy space specifically was hit particularly hard hit as the Build Back Better billstalled in Congress. But the industry is still growing quickly, and has always adapted to changing political conditions.</p><p><blockquote><ul><li>SunPower处于有利地位，可以驾驭住宅太阳能的增长浪潮。</li><li>Atlantica Sustainable Infrastructure的资产处于最佳状态，其股票相对于同行正在出售。</li><li>ChargePoint可以在几年内保持闪电般的增长率。</li></ul>对于可再生能源股来说，这几个月是艰难的。宏观经济的变化促使交易员抛售成长型股票，转而青睐价值型股票，而随着重建更好法案在国会陷入停滞，绿色能源领域尤其受到重创。但该行业仍在快速增长，并始终适应不断变化的政治条件。</blockquote></p><p> As 2022 approaches, we asked three Fool.com contributors to offer their picks for top renewable energy stocks to buy for next year. They found&nbsp;<a href=\"https://laohu8.com/S/SPWR\"><b>SunPower</b></a>,&nbsp;<a href=\"https://laohu8.com/S/AY\"><b>Atlantica Sustainable Infrastructure</b></a>, and&nbsp;<a href=\"https://laohu8.com/S/CHPT\"><b>ChargePoint Holdings</b></a>&nbsp;to be a cut above the rest.</p><p><blockquote>随着2022年的临近，我们请三位Fool.com撰稿人提供他们对明年最值得购买的可再生能源股票的选择。他们发现<a href=\"https://laohu8.com/S/SPWR\"><b>太阳电源</b></a>, <a href=\"https://laohu8.com/S/AY\"><b>大西洋可持续基础设施</b></a>，和<a href=\"https://laohu8.com/S/CHPT\"><b>ChargePoint控股</b></a>比其他人高一截。</blockquote></p><p> <b>Travis Hoium(SunPower):</b>In 2021, I think we saw a shift in how consumers see electricity markets and their own energy independence. Not only are residential solar installations in the U.S. at record highs, an increasing percentage of customers are also adding energy storage and EV charging to their installations. This plays to SunPower's strengths as an energy solutions company.</p><p><blockquote><b>特拉维斯·霍伊姆（SunPower）：</b>2021年，我认为我们看到消费者对电力市场和自身能源独立性的看法发生了转变。美国的住宅太阳能装置不仅创下历史新高，而且越来越多的客户也在其装置中增加储能和电动汽车充电。这发挥了SunPower作为能源解决方案公司的优势。</blockquote></p><p> SunPower has shed its solar module manufacturing business, its utility-scale solar business, and is in the process of finding strategic alternatives for its commercial solar business. That leaves its focus squarely on residential solar, and it shows. Its non-GAAP gross margin per watt for residential projects jumped from $0.46 to $0.69 over the past year. At the same time, its net recourse debt declined from $428 million to $154 million.</p><p><blockquote>SunPower已经剥离了其太阳能组件制造业务、公用事业规模太阳能业务，并正在为其商业太阳能业务寻找战略替代方案。这使得它的重点完全集中在住宅太阳能上，这一点显而易见。去年，其住宅项目的非GAAP每瓦毛利率从0.46美元跃升至0.69美元。与此同时，其净追索权债务从4.28亿美元下降至1.54亿美元。</blockquote></p><p> Fewer subsidies may be bad newsfor solar energy companies, but that won't halt the industry's growth nor will it eliminate people's desire to buy rooftop solar systems or EV chargers. I think SunPower is well-positioned to ride the coming wave of growth, and that's why I think 2022 will be a great year for the stock.</p><p><blockquote>补贴减少对太阳能公司来说可能是个坏消息，但这不会阻止该行业的增长，也不会消除人们购买屋顶太阳能系统或电动汽车充电器的愿望。我认为SunPower处于有利地位，可以驾驭即将到来的增长浪潮，这就是为什么我认为2022年对该股来说将是伟大的一年。</blockquote></p><p> <b>Howard Smith(Atlantica Sustainable Infrastructure)</b>: Nations and businesses around the world are increasingly investing in renewable energy infrastructure. As that infrastructure grows, so too do the power purchase agreements that companies are signing with owners of those assets to bolster sustainability initiatives. The majority of Atlantica Sustainable's power generation comes from renewable energy, but it also has efficient natural gas plants and owns electricity transmission lines and water desalination facilities.</p><p><blockquote><b>霍华德·史密斯（大西洋可持续基础设施）</b>：世界各国和企业越来越多地投资于可再生能源基础设施。随着基础设施的发展，公司与这些资产所有者签署的电力购买协议也在增长，以支持可持续发展计划。Atlantica Sustainable的大部分发电来自可再生能源，但它也拥有高效的天然气工厂，并拥有输电线路和海水淡化设施。</blockquote></p><p> Most of its renewable energy comes from solar assets, and all of those are generating revenues under long-term contracts. For investors, that means the company's dividend, which at current share prices yields around 4.8%, should be reliable. In fact, over the first nine months of 2021, its cash available for distribution increased 12.9% year over year. Its revenues grew 8.4% in the same period, excluding foreign currency impacts and a non-recurring project.</p><p><blockquote>其大部分可再生能源来自太阳能资产，所有这些都通过长期合同产生收入。对于投资者来说，这意味着该公司的股息（按当前股价计算收益率约为4.8%）应该是可靠的。事实上，2021年前9个月，其可供分配现金同比增长12.9%。不包括外汇影响和非经常性项目，其收入同期增长了8.4%。</blockquote></p><p> Renewables contributed 77% of Atlantica's revenue through Sept. 30. In addition to North America, the company has assets in South America, Europe, the Middle East, and Africa. But the vast majority of its 2021 new investments have been in North America. Thanks to the recently enacted infrastructure bill and the potential passage of legislation routing additional funds to U.S. renewable energy development, there should be no lack of assets with which to grow in coming years.</p><p><blockquote>截至9月30日，可再生能源贡献了Atlantica收入的77%。除北美外，该公司还在南美、欧洲、中东和非洲拥有资产。但其2021年的绝大多数新投资都在北美。由于最近颁布的基础设施法案以及可能通过的为美国可再生能源开发提供额外资金的立法，未来几年应该不会缺乏可供增长的资产。</blockquote></p><p> Atlantica Sustainable also looks like a good value compared to its peers right now. The charts below show itsdividend yieldexceeds that of two other renewable energy asset owners, and it trades at a more favorable valuation.</p><p><blockquote>与目前的同行相比，Atlantica Sustainable看起来也很有价值。下图显示其股息收益率超过了另外两家可再生能源资产所有者，并且其交易估值更有利。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/36f6c35975406c560a29e97949abff9e\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">DATA BYYCHARTS</p><p><blockquote>数据来自YCharts</blockquote></p><p> Through 2025, the company expects 73% of its cash available for distribution to come from renewable assets, and geographically, almost half will come from North America. Given the company's assets and investments in a region that has committed to growing its renewable energy sources, this is a good time to own Atlantica Sustainable Infrastructure.</p><p><blockquote>到2025年，该公司预计73%的可分配现金将来自可再生资产，从地理上看，近一半将来自北美。鉴于该公司在致力于发展可再生能源的地区的资产和投资，现在是拥有Atlantica可持续基础设施的好时机。</blockquote></p><p></p><p> <b>Daniel Foelber&nbsp;(ChargePoint Holdings):</b>If you step back and think about the ongoing national transition from vehicles powered by internal combustion to those powered by electricity, it quickly becomes clear the U.S. is going to need far more electric vehicle (EV) chargers. That's why $7.5 billion of President Biden's Infrastructure Investment and Jobs Actis earmarked for expanding the nation's EV chargingcapabilities. Like many industries dependent on hardware and high costs, the risk for businesses in this space is that EV chargers will become commoditized, and that businesses and consumers will simply choose the providers that offer the lowest-cost solutions.</p><p><blockquote><b>丹尼尔·福尔伯（ChargePoint Holdings）：</b>如果你退后一步，想想正在进行的从内燃机驱动的汽车到电力驱动的汽车的国家转型，很快就会发现美国将需要更多的电动汽车（EV）充电器。这就是为什么拜登总统的基础设施投资和就业机会中有75亿美元专门用于扩大国家的电动汽车充电能力。与许多依赖硬件和高成本的行业一样，该领域企业面临的风险是电动汽车充电器将商品化，而企业和消费者只会选择提供最低成本解决方案的提供商。</blockquote></p><p> ChargePoint can't bypass this risk, but it has done a great job building a vertically integrated, capital-light business, and it's nowthe U.S. leaderin its niche. In the case of ChargePoint, \"capital-light\" means that it doesn't need to spend heavily to grow its revenue because it sells its hardware upfront. Over time, its growing charging network should generate greater recurring revenue through software subscriptions. But for now, subscriptions account for less than 30% of total revenue.</p><p><blockquote>ChargePoint无法绕过这一风险，但它在建立垂直整合、轻资本业务方面做得很好，现在是美国该领域的领导者。就ChargePoint而言，“轻资本”意味着它不需要大量支出来增加收入，因为它预先销售硬件。随着时间的推移，其不断增长的充电网络应该会通过软件订阅产生更多的经常性收入。但就目前而言，订阅占总收入的比例还不到30%。</blockquote></p><p> ChargePoint expects its business to grow in lockstep with U.S. EV sales. Despite their growth, so far, EVs are only on course to account for 4% of U.S. car sales in 2021, compared to 9% in China and 14% in Europe. That leaves plenty of room for ChargePoint's business to scale and reach profitability.</p><p><blockquote>ChargePoint预计其业务将与美国电动汽车销量同步增长。尽管有所增长，但到目前为止，电动汽车在2021年仅占美国汽车销量的4%，而中国和欧洲分别为9%和14%。这为ChargePoint的业务规模和实现盈利留下了充足的空间。</blockquote></p><p> As ChargePoint waits for EV adoption to accelerate, it has built a larger and more sophisticated network of charging ports. As of Oct. 31, it had 163,000 activated ports around the world, roughly 7% of which are DC fast-charging ports.&nbsp;For comparison, consider that the&nbsp;<b>Tesla</b>&nbsp;Supercharger network consists of just over 30,000 fast-charging ports.</p><p><blockquote>随着ChargePoint等待电动汽车加速普及，它已经建立了一个更大、更复杂的充电端口网络。截至10月31日，它在全球拥有163,000个激活端口，其中约7%是DC快速充电端口。为了进行比较，请考虑<b>特斯拉</b>超级充电网络由30,000多个快速充电端口组成。</blockquote></p><p> Management has forecast that ChargePoint will finish its fiscal 2022 (which ends on Jan. 31) with annual revenues of between $235 million and $240 million -- up more than 60% from fiscal 2021. Also impressive is the company's non-GAAP gross margin, which was 27% in the fiscal third quarter compared to 20% in the prior-year period. ChargePoint stands out as a fast-growing business that willflex its industry-leading position to pull away from the competition.</p><p><blockquote>管理层预测ChargePoint 2022财年（截至1月31日）结束时的年收入将在2.35亿美元至2.4亿美元之间，比2021财年增长60%以上。同样令人印象深刻的是该公司的非GAAP毛利率，第三财季为27%，而去年同期为20%。ChargePoint作为一家快速增长的企业脱颖而出，将利用其行业领先地位从竞争中脱颖而出。</blockquote></p><p> Renewable energy stocksmay not be ending 2021 on a high note, but that doesn't mean the long-term trends aren't heading in the right direction. Wind, solar, and EVs are all growing, and that should help these stocks outperform the market in the years to come.</p><p><blockquote>可再生能源股票可能不会在2021年结束时表现出色，但这并不意味着长期趋势没有朝着正确的方向发展。风能、太阳能和电动汽车都在增长，这应该有助于这些股票在未来几年跑赢市场。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/26/3-top-renewable-energy-stocks-for-2022/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CHPT":"ChargePoint Holdings Inc.","SPWR":"Sunpower Inc."},"source_url":"https://www.fool.com/investing/2021/12/26/3-top-renewable-energy-stocks-for-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134719314","content_text":"Key Points\n\nSunPower is well-positioned to ride the wave of growth in residential solar.\nAtlantica Sustainable Infrastructure's assets are in a sweet spot, and its stock is on sale versus its peers.\nChargePoint could sustain a lightning-fast growth rate for several years.\n\nIt's been a rough few months for renewable energy stocks. Macroeconomic shifts have induced traders to sell off growth stocks in favor of value, and the green energy space specifically was hit particularly hard hit as the Build Back Better billstalled in Congress. But the industry is still growing quickly, and has always adapted to changing political conditions.\nAs 2022 approaches, we asked three Fool.com contributors to offer their picks for top renewable energy stocks to buy for next year. They found SunPower, Atlantica Sustainable Infrastructure, and ChargePoint Holdings to be a cut above the rest.\nTravis Hoium(SunPower):In 2021, I think we saw a shift in how consumers see electricity markets and their own energy independence. Not only are residential solar installations in the U.S. at record highs, an increasing percentage of customers are also adding energy storage and EV charging to their installations. This plays to SunPower's strengths as an energy solutions company.\nSunPower has shed its solar module manufacturing business, its utility-scale solar business, and is in the process of finding strategic alternatives for its commercial solar business. That leaves its focus squarely on residential solar, and it shows. Its non-GAAP gross margin per watt for residential projects jumped from $0.46 to $0.69 over the past year. At the same time, its net recourse debt declined from $428 million to $154 million.\nFewer subsidies may be bad newsfor solar energy companies, but that won't halt the industry's growth nor will it eliminate people's desire to buy rooftop solar systems or EV chargers. I think SunPower is well-positioned to ride the coming wave of growth, and that's why I think 2022 will be a great year for the stock.\nHoward Smith(Atlantica Sustainable Infrastructure): Nations and businesses around the world are increasingly investing in renewable energy infrastructure. As that infrastructure grows, so too do the power purchase agreements that companies are signing with owners of those assets to bolster sustainability initiatives. The majority of Atlantica Sustainable's power generation comes from renewable energy, but it also has efficient natural gas plants and owns electricity transmission lines and water desalination facilities.\nMost of its renewable energy comes from solar assets, and all of those are generating revenues under long-term contracts. For investors, that means the company's dividend, which at current share prices yields around 4.8%, should be reliable. In fact, over the first nine months of 2021, its cash available for distribution increased 12.9% year over year. Its revenues grew 8.4% in the same period, excluding foreign currency impacts and a non-recurring project.\nRenewables contributed 77% of Atlantica's revenue through Sept. 30. In addition to North America, the company has assets in South America, Europe, the Middle East, and Africa. But the vast majority of its 2021 new investments have been in North America. Thanks to the recently enacted infrastructure bill and the potential passage of legislation routing additional funds to U.S. renewable energy development, there should be no lack of assets with which to grow in coming years.\nAtlantica Sustainable also looks like a good value compared to its peers right now. The charts below show itsdividend yieldexceeds that of two other renewable energy asset owners, and it trades at a more favorable valuation.\nDATA BYYCHARTS\nThrough 2025, the company expects 73% of its cash available for distribution to come from renewable assets, and geographically, almost half will come from North America. Given the company's assets and investments in a region that has committed to growing its renewable energy sources, this is a good time to own Atlantica Sustainable Infrastructure.\nDaniel Foelber (ChargePoint Holdings):If you step back and think about the ongoing national transition from vehicles powered by internal combustion to those powered by electricity, it quickly becomes clear the U.S. is going to need far more electric vehicle (EV) chargers. That's why $7.5 billion of President Biden's Infrastructure Investment and Jobs Actis earmarked for expanding the nation's EV chargingcapabilities. Like many industries dependent on hardware and high costs, the risk for businesses in this space is that EV chargers will become commoditized, and that businesses and consumers will simply choose the providers that offer the lowest-cost solutions.\nChargePoint can't bypass this risk, but it has done a great job building a vertically integrated, capital-light business, and it's nowthe U.S. leaderin its niche. In the case of ChargePoint, \"capital-light\" means that it doesn't need to spend heavily to grow its revenue because it sells its hardware upfront. Over time, its growing charging network should generate greater recurring revenue through software subscriptions. But for now, subscriptions account for less than 30% of total revenue.\nChargePoint expects its business to grow in lockstep with U.S. EV sales. Despite their growth, so far, EVs are only on course to account for 4% of U.S. car sales in 2021, compared to 9% in China and 14% in Europe. That leaves plenty of room for ChargePoint's business to scale and reach profitability.\nAs ChargePoint waits for EV adoption to accelerate, it has built a larger and more sophisticated network of charging ports. As of Oct. 31, it had 163,000 activated ports around the world, roughly 7% of which are DC fast-charging ports. For comparison, consider that the Tesla Supercharger network consists of just over 30,000 fast-charging ports.\nManagement has forecast that ChargePoint will finish its fiscal 2022 (which ends on Jan. 31) with annual revenues of between $235 million and $240 million -- up more than 60% from fiscal 2021. Also impressive is the company's non-GAAP gross margin, which was 27% in the fiscal third quarter compared to 20% in the prior-year period. ChargePoint stands out as a fast-growing business that willflex its industry-leading position to pull away from the competition.\nRenewable energy stocksmay not be ending 2021 on a high note, but that doesn't mean the long-term trends aren't heading in the right direction. Wind, solar, and EVs are all growing, and that should help these stocks outperform the market in the years to come.","news_type":1,"symbols_score_info":{"CHPT":0.9,"AY":0.9,"SPWR":0.9}},"isVote":1,"tweetType":1,"viewCount":4388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696033759,"gmtCreate":1640571162385,"gmtModify":1640571163273,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581244873474125","authorIdStr":"3581244873474125"},"themes":[],"title":"","htmlText":"Please like and comment. Thanks","listText":"Please like and comment. Thanks","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696033759","repostId":"1134678244","repostType":4,"isVote":1,"tweetType":1,"viewCount":1335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696095017,"gmtCreate":1640570494036,"gmtModify":1640570494896,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581244873474125","authorIdStr":"3581244873474125"},"themes":[],"title":"","htmlText":"Please like and comment. Thanks","listText":"Please like and comment. Thanks","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696095017","repostId":"2194177239","repostType":4,"repost":{"id":"2194177239","kind":"news","pubTimestamp":1640559609,"share":"https://www.laohunote.com/m/news/2194177239?lang=zh_CN&edition=full","pubTime":"2021-12-27 07:00","market":"us","language":"en","title":"Santa Claus Rally watch: What to know this week<blockquote>圣诞老人集会手表：本周须知</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2194177239","media":"Yahoo Finance","summary":"As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.The S&P 500  is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.According to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any ","content":"<p><div> As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for ...</p><p><blockquote><div>随着交易员从假期缩短的一周归来，进入新的一年的价格走势将受到密切关注——特别是考虑到相对清淡的经济数据和收益日历……</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页连接</a></blockquote></p><p></p>","source":"yahoofinance_au","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>Santa Claus Rally watch: What to know this week<blockquote>圣诞老人集会手表：本周须知</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\">\nSanta Claus Rally watch: What to know this week<blockquote>圣诞老人集会手表：本周须知</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo Finance</strong><span class=\"h-time small\">2021-12-27 07:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for ...</p><p><blockquote><div>随着交易员从假期缩短的一周归来，进入新的一年的价格走势将受到密切关注——特别是考虑到相对清淡的经济数据和收益日历……</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">Yahoo Finance</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":{"BK4096":"电气部件与设备","FCEL":"燃料电池能源","SPY.AU":"SPDR® S&P 500® ETF Trust","BK4541":"氢能源"},"source_url":"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194177239","content_text":"As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.\nThe S&P 500 (^GSPC) is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.\nThe term, coined by Stock Trader's Almanac in the 1970s, encompasses the final five trading days of the year and first two sessions of the new year. This year, that Santa Claus Rally window is set to start on Monday, Dec. 27 — or the latest a Santa Claus rally has started in 11 years, due to the timing of the holidays this year.\nAccording to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any given year. Since 1950, the Santa Claus Rally period has produced a positive return for the S&P 500 78.9% of the time, with an average return of 1.33%.\n“Why are these seven days so strong?” wrote Ryan Detrick, LPL Financial chief market strategist, in a note. “Whether optimism over a coming new year, holiday spending, traders on vacation, institutions squaring up their books — or the holiday spirit — the bottom line is that bulls tend to believe in Santa.”\nAnd if history is any indication, the absence of a Santa Claus Rally has also typically served as a harbinger of lower near-term returns.\n\"Going back to the mid-1990s, there have been only six times Santa failed to show in December. January was lower five of those six times, and the full year had a solid gain only once (in 2016, but a mini-bear market early in the year),\" Detrick added.\n“Considering the bear markets of 2000 and 2008 both took place after one of the rare instances that Santa failed to show makes believers out of us,\" he said. A bear market typically refers to when stocks drop at least 20% from recent record highs. \"Should this seasonally strong period miss the mark, it could be a warning sign.\"\nAnd this year, investors do have considerable additional concerns to mull heading into the new year. Though stocks closed out Thursday's session at fresh record highs before the long holiday weekend, December still marked a volatile month to start, with renewed concerns over the Omicron variant and the potential for tighter monetary policy from the Federal Reserve weighing on risk assets. Plus, prospects for more near-term fiscal support via the Biden administration's Build Back Better bill have dwindled, and inflation concerns spiked further. Last week, the Bureau of Economic Analysis reported core personal consumption expenditures (PCE) — the Fed's preferred inflation gauge — rose at a 4.7% year-over-year clip, or the fastest since 1983.\n\"If the U.S. was not battling the Omicron variant, U.S. stocks would be dancing higher as the Santa Claus Rally would have kept the climb going into uncharted territory,\" Edward Moya, chief market strategist at OANDA, wrote in a note last week. \"It is too early to say for sure if we will get a Santa Claus Rally, but given all the short-term risks of Fed tightening, Chinese weakness, fiscal support uncertainty and COVID, Wall Street is not complaining.\"\nA man in a Santa Claus costume gestures on the floor at the closing bell of the Dow Industrial Average at the New York Stock Exchange on December 5, 2019 in New York. (Photo by Bryan R. Smith / AFP) (Photo by BRYAN R. SMITH/AFP via Getty Images)BRYAN R. SMITH via Getty Images\nEconomic calendar\n\nMonday: Dallas Federal Reserve Manufacturing Activity Index, Dec. (13.0 expected, 11.8 in November)\nTuesday: FHFA House Price Index, month-over-month, October (0.9% in September); S&P CoreLogic Case-Shiller 20 City Composite Index, month-over-month, October (0.9% expected, 0.96% in September); S&P CoreLogic Case-Shiller 20 City Composite Index, year-over-year, October (18.6%. expected, 19.05% in September); S&P CoreLogic Case-Shiller Home Price Index, year-over-year, November (19.51% in October); Richmond Fed Manufacturing Index, December (11 expected,11 in November)\nWednesday: Wholesale Inventories, month-over-month, November preliminary (1.7% expected, 2.3% in October); Advance Goods Trade Balance, November (-$89.0 billion expected, -$82.9 billion in October); Retail Inventories, month-over-month, November (0.5% expected, 0.1% in October); Pending Home Sales, month-over-month, November (0.5% expected, 7.5% in October)\nThursday: Initial jobless claims, week ended Dec. 25. (205,000 during prior week); Continuing claims, week ended Dec. 18 (1.859 million during prior week); MNI Chicago PMI, December (62.2 expected, 61.8 in November)\nFriday: No notable reports scheduled for release\n\nEarnings calendar\n\nMonday: No notable reports scheduled for release\nTuesday: No notable reports scheduled for release\nWednesday: FuelCell Energy Inc. (FCEL) before market open\nThursday: No notable reports scheduled for release\nFriday: No notable reports scheduled for release","news_type":1,"symbols_score_info":{"SPY.AU":0.9,"FCEL":0.9}},"isVote":1,"tweetType":1,"viewCount":1181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698455219,"gmtCreate":1640508296285,"gmtModify":1640508297157,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581244873474125","authorIdStr":"3581244873474125"},"themes":[],"title":"","htmlText":"Please like and comment. Thanks","listText":"Please like and comment. Thanks","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/698455219","repostId":"2193033173","repostType":4,"isVote":1,"tweetType":1,"viewCount":1321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698455389,"gmtCreate":1640508221214,"gmtModify":1640508222054,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581244873474125","authorIdStr":"3581244873474125"},"themes":[],"title":"","htmlText":"Please like and comment. Thanks","listText":"Please like and comment. Thanks","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/698455389","repostId":"2193178197","repostType":4,"isVote":1,"tweetType":1,"viewCount":1464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698276789,"gmtCreate":1640427492343,"gmtModify":1640427493198,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581244873474125","authorIdStr":"3581244873474125"},"themes":[],"title":"","htmlText":"Please like and comment. Thanks","listText":"Please like and comment. Thanks","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/698276789","repostId":"2193917872","repostType":4,"isVote":1,"tweetType":1,"viewCount":1338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698276527,"gmtCreate":1640427389560,"gmtModify":1640427390422,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581244873474125","authorIdStr":"3581244873474125"},"themes":[],"title":"","htmlText":"Please like and comment. Thanks","listText":"Please like and comment. Thanks","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/698276527","repostId":"1156159690","repostType":4,"isVote":1,"tweetType":1,"viewCount":1304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698142780,"gmtCreate":1640326891145,"gmtModify":1640327617471,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581244873474125","authorIdStr":"3581244873474125"},"themes":[],"title":"","htmlText":"Please like and comment on. Thanks","listText":"Please like and comment on. Thanks","text":"Please like and comment on. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698142780","repostId":"1181278306","repostType":4,"repost":{"id":"1181278306","kind":"news","pubTimestamp":1640323826,"share":"https://www.laohunote.com/m/news/1181278306?lang=zh_CN&edition=full","pubTime":"2021-12-24 13:30","market":"us","language":"en","title":"Block, Formerly Square, May Have Further To Fall<blockquote>街区（以前是方形的）可能会进一步下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1181278306","media":"Seeking Alpha","summary":"Summary\n\nBlock faces both macro and comparable headwinds in 2022 as peers look more attractive.\nThe ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Block faces both macro and comparable headwinds in 2022 as peers look more attractive.</li>  <li>The technical chart shows that a short-term rebound attempt has failed to materialize.</li>  <li>Options traders see the stock trading below $160 through March.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0b7f19058b1e0a0f2f27c36a4f25fb5\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>simonkr/E+ via Getty Images</span></p><p><blockquote><ul><li>随着同行看起来更具吸引力，Block 在 2022 年面临宏观和类似的阻力。</li><li>技术图表显示短期反弹尝试未能实现。</li><li>期权交易员预计整个 3 月份该股交易价格将低于 160 美元。</li></ul><p class=\"t-img-caption\"><span>simonkr/E+ 来自盖蒂图片社</span></p></blockquote></p><p> Square(NYSE:SQ)&nbsp;has changed its name to Block, and thus far, it hasn't helped benefit the stock. The stock has suffered since peaking in early August, dropping by nearly 45%. The odds are climbing that the performance doesn't get any better either, as the Fed turns its attention to inflation in 2022 and more hawkish monetary policy. That will likely lead to many of these high flyers struggling next year as multiple compression and valuations drop. Options traders are betting the stock doesn't rebound anytime soon.</p><p><blockquote>Square（纽约证券交易所股票代码：SQ）已更名为 Block，但到目前为止，这并没有帮助该股受益。自 8 月初见顶以来，该股一直遭受重创，下跌近 45%。随着美联储将注意力转向 2022 年通胀和更加鹰派的货币政策，业绩也不会好转的可能性正在攀升。随着多重压缩和估值下降，这可能会导致许多雄心勃勃的人明年陷入困境。期权交易员押注该股不会很快反弹。</blockquote></p><p> <b>Valuations Matter</b></p><p><blockquote><b>估值很重要</b></blockquote></p><p> Block is not cheap by any stretch of the imagination. Trading at 43.2 times 2023 EV/EBITDA and 57.5 times 2023 earnings estimates. The only reason the stock looks reasonably valued on a price-to-sales metric of 3.2 times 2023 forecast has to do with how it books its bitcoin revenue.</p><p><blockquote>无论你怎么想象，区块都不便宜。交易价格是 2023 年 EV/EBITDA 的 43.2 倍，是 2023 年盈利预期的 57.5 倍。该股在市销率指标为 2023 年预测的 3.2 倍时看起来合理的唯一原因是其比特币收入的记录方式。</blockquote></p><p> Growth in earnings and EBITDA is forecast to take a significant hit next year, with EBITDA rising by 10.8% to $1.08 billion and earnings climbing by 7.5% to $1.84. If everything goes right, analysts then see earnings climbing by 49.5% in 2023 to $2.76 per share, and EBITDA rising by 56.9% in 2023 to $1.69 billion.</p><p><blockquote>预计明年盈利和 EBITDA 的增长将受到重大打击，EBITDA 增长 10.8% 至 10.8 亿美元，盈利增长 7.5% 至 1.84 美元。如果一切顺利，分析师预计 2023 年每股收益将增长 49.5%，达到 2.76 美元，2023 年 EBITDA 将增长 56.9%，达到 16.9 亿美元。</blockquote></p><p> It will have to go right for Block because the growth forecast in 2022 comes nowhere close to what is needed to sustain the multiples on Block currently. In an environment where multiples are likely to compress, 2022 will need to be a year that provides plenty of upside reports and guidance. Especially when peer PayPal(NASDAQ:PYPL)trades with an EV/EBITDA multiple of 19.9 times 2023 estimates and 27.3 times 2023 earnings. Not only that but PayPal is expected to grow its EBITDA in 2022 by 15.5% and earnings by 14.4% in 2022. So the comparables favor PayPal over Block both in growth and valuations.</p><p><blockquote>对于 Block 来说，情况必须一切顺利，因为 2022 年的增长预测远未达到维持 Block 目前市盈率所需的水平。在市盈率可能会压缩的环境下，2022 年需要提供大量上行报告和指导。尤其是当同行PayPal（纳斯达克股票代码：PYPL）的 EV/EBITDA 倍数是 2023 年预期的 19.9 倍，是 2023 年收益的 27.3 倍时。不仅如此，PayPal预计 2022 年 EBITDA 将增长 15.5%，2022 年盈利将增长 14.4%。因此，无论是在增长还是估值方面，可比公司都更青睐PayPal而不是布洛克。</blockquote></p><p> <b>Betting Shares Fall Further</b></p><p><blockquote><b>博彩股进一步下跌</b></blockquote></p><p> On Dec. 21, the open interest for the March 18 $170 calls increased by roughly 4700 contracts, while the $170 puts jumped by around 4,300 contracts. The data shows that 5,000 contracts call contracts were sold on the BID for $13.15, while 5,000 of the puts contracts were bought on the ASK for $22.35. In total, the trader paid around $8.20 per contract to bet that Block will be trading below $170 by the middle of March. The trader would need Blocks stock to be below $161.80 by the expiration to earn a profit.</p><p><blockquote>12月21日，3月18日170美元评级的未平仓合约增加了约4700份合约，而170美元看跌期权增加了约4300份合约。数据显示，5000份看涨期权合约以13.15美元的买入价卖出，而5000份看跌期权合约以22.35美元的卖出价买入。交易员总共为每份合约支付了约 8.20 美元，押注该区块到 3 月中旬的交易价格将低于 170 美元。交易者需要Blocks股票在到期前低于161.80美元才能获利。</blockquote></p><p> <b>Short-Term Rally</b></p><p><blockquote><b>短期反弹</b></blockquote></p><p> The technical chart shows that Block tried to break out of a falling wedge pattern. To this point, it has been unable to mount a meaningful rebound. If the stock should fall below support at $154 it is likely to lead to a bigger drop, potentially back to $133, a price the stock has seen since September 2020.</p><p><blockquote>技术图表显示，布洛克试图突破下跌楔形形态。到目前为止，它还未能实现有意义的反弹。如果该股跌破 154 美元的支撑位，可能会导致更大的跌幅，可能会回到 133 美元，这是该股自 2020 年 9 月以来的价格。</blockquote></p><p> The relative strength index is attempting to flash a bullish divergence with the stock making a lower low and the RSI making a higher low. If the stock is able to advance beyond $175 it is likely to move all the way back to $199.</p><p><blockquote>相对强弱指数正试图闪现看涨背离，股票低点较低，RSI低点较高。如果该股能够突破 175 美元，则可能会一路回到 199 美元。</blockquote></p><p> However, given the shifting macro backdrop and the lack of the stocks ability to participate in this week's rally doesn't support the idea of the stock rising anytime soon.</p><p><blockquote>然而，鉴于宏观背景的变化以及该股缺乏参与本周反弹的能力，并不支持该股很快上涨的想法。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a2fd84000c84d301e6ceba53c4ecc86e\" tg-width=\"640\" tg-height=\"404\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Block will have a much more challenging year, both from comparable earnings and valuation standpoint. On top of that market, the dynamics are changing. Which likely means the stocks that have been favored over the past 18 months may now be turning out of favor as valuations begin to matter. Based on that, Block may still have a lot further to fall by the time this is all said and done.</p><p><blockquote>从可比盈利和估值的角度来看，布洛克今年将面临更具挑战性的一年。在这个市场之上，动态正在发生变化。这可能意味着，随着估值开始变得重要，过去 18 个月受到青睐的股票现在可能会失去青睐。基于此，到这些都说了，做了，布洛克可能还有很长的路要走。</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>Block, Formerly Square, May Have Further To Fall<blockquote>街区（以前是方形的）可能会进一步下跌</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\">\nBlock, Formerly Square, May Have Further To Fall<blockquote>街区（以前是方形的）可能会进一步下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-24 13:30</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>Block faces both macro and comparable headwinds in 2022 as peers look more attractive.</li>  <li>The technical chart shows that a short-term rebound attempt has failed to materialize.</li>  <li>Options traders see the stock trading below $160 through March.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0b7f19058b1e0a0f2f27c36a4f25fb5\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>simonkr/E+ via Getty Images</span></p><p><blockquote><ul><li>随着同行看起来更具吸引力，Block 在 2022 年面临宏观和类似的阻力。</li><li>技术图表显示短期反弹尝试未能实现。</li><li>期权交易员预计整个 3 月份该股交易价格将低于 160 美元。</li></ul><p class=\"t-img-caption\"><span>simonkr/E+ 来自盖蒂图片社</span></p></blockquote></p><p> Square(NYSE:SQ)&nbsp;has changed its name to Block, and thus far, it hasn't helped benefit the stock. The stock has suffered since peaking in early August, dropping by nearly 45%. The odds are climbing that the performance doesn't get any better either, as the Fed turns its attention to inflation in 2022 and more hawkish monetary policy. That will likely lead to many of these high flyers struggling next year as multiple compression and valuations drop. Options traders are betting the stock doesn't rebound anytime soon.</p><p><blockquote>Square（纽约证券交易所股票代码：SQ）已更名为 Block，但到目前为止，这并没有帮助该股受益。自 8 月初见顶以来，该股一直遭受重创，下跌近 45%。随着美联储将注意力转向 2022 年通胀和更加鹰派的货币政策，业绩也不会好转的可能性正在攀升。随着多重压缩和估值下降，这可能会导致许多雄心勃勃的人明年陷入困境。期权交易员押注该股不会很快反弹。</blockquote></p><p> <b>Valuations Matter</b></p><p><blockquote><b>估值很重要</b></blockquote></p><p> Block is not cheap by any stretch of the imagination. Trading at 43.2 times 2023 EV/EBITDA and 57.5 times 2023 earnings estimates. The only reason the stock looks reasonably valued on a price-to-sales metric of 3.2 times 2023 forecast has to do with how it books its bitcoin revenue.</p><p><blockquote>无论你怎么想象，区块都不便宜。交易价格是 2023 年 EV/EBITDA 的 43.2 倍，是 2023 年盈利预期的 57.5 倍。该股在市销率指标为 2023 年预测的 3.2 倍时看起来合理的唯一原因是其比特币收入的记录方式。</blockquote></p><p> Growth in earnings and EBITDA is forecast to take a significant hit next year, with EBITDA rising by 10.8% to $1.08 billion and earnings climbing by 7.5% to $1.84. If everything goes right, analysts then see earnings climbing by 49.5% in 2023 to $2.76 per share, and EBITDA rising by 56.9% in 2023 to $1.69 billion.</p><p><blockquote>预计明年盈利和 EBITDA 的增长将受到重大打击，EBITDA 增长 10.8% 至 10.8 亿美元，盈利增长 7.5% 至 1.84 美元。如果一切顺利，分析师预计 2023 年每股收益将增长 49.5%，达到 2.76 美元，2023 年 EBITDA 将增长 56.9%，达到 16.9 亿美元。</blockquote></p><p> It will have to go right for Block because the growth forecast in 2022 comes nowhere close to what is needed to sustain the multiples on Block currently. In an environment where multiples are likely to compress, 2022 will need to be a year that provides plenty of upside reports and guidance. Especially when peer PayPal(NASDAQ:PYPL)trades with an EV/EBITDA multiple of 19.9 times 2023 estimates and 27.3 times 2023 earnings. Not only that but PayPal is expected to grow its EBITDA in 2022 by 15.5% and earnings by 14.4% in 2022. So the comparables favor PayPal over Block both in growth and valuations.</p><p><blockquote>对于 Block 来说，情况必须一切顺利，因为 2022 年的增长预测远未达到维持 Block 目前市盈率所需的水平。在市盈率可能会压缩的环境下，2022 年需要提供大量上行报告和指导。尤其是当同行PayPal（纳斯达克股票代码：PYPL）的 EV/EBITDA 倍数是 2023 年预期的 19.9 倍，是 2023 年收益的 27.3 倍时。不仅如此，PayPal预计 2022 年 EBITDA 将增长 15.5%，2022 年盈利将增长 14.4%。因此，无论是在增长还是估值方面，可比公司都更青睐PayPal而不是布洛克。</blockquote></p><p> <b>Betting Shares Fall Further</b></p><p><blockquote><b>博彩股进一步下跌</b></blockquote></p><p> On Dec. 21, the open interest for the March 18 $170 calls increased by roughly 4700 contracts, while the $170 puts jumped by around 4,300 contracts. The data shows that 5,000 contracts call contracts were sold on the BID for $13.15, while 5,000 of the puts contracts were bought on the ASK for $22.35. In total, the trader paid around $8.20 per contract to bet that Block will be trading below $170 by the middle of March. The trader would need Blocks stock to be below $161.80 by the expiration to earn a profit.</p><p><blockquote>12月21日，3月18日170美元评级的未平仓合约增加了约4700份合约，而170美元看跌期权增加了约4300份合约。数据显示，5000份看涨期权合约以13.15美元的买入价卖出，而5000份看跌期权合约以22.35美元的卖出价买入。交易员总共为每份合约支付了约 8.20 美元，押注该区块到 3 月中旬的交易价格将低于 170 美元。交易者需要Blocks股票在到期前低于161.80美元才能获利。</blockquote></p><p> <b>Short-Term Rally</b></p><p><blockquote><b>短期反弹</b></blockquote></p><p> The technical chart shows that Block tried to break out of a falling wedge pattern. To this point, it has been unable to mount a meaningful rebound. If the stock should fall below support at $154 it is likely to lead to a bigger drop, potentially back to $133, a price the stock has seen since September 2020.</p><p><blockquote>技术图表显示，布洛克试图突破下跌楔形形态。到目前为止，它还未能实现有意义的反弹。如果该股跌破 154 美元的支撑位，可能会导致更大的跌幅，可能会回到 133 美元，这是该股自 2020 年 9 月以来的价格。</blockquote></p><p> The relative strength index is attempting to flash a bullish divergence with the stock making a lower low and the RSI making a higher low. If the stock is able to advance beyond $175 it is likely to move all the way back to $199.</p><p><blockquote>相对强弱指数正试图闪现看涨背离，股票低点较低，RSI低点较高。如果该股能够突破 175 美元，则可能会一路回到 199 美元。</blockquote></p><p> However, given the shifting macro backdrop and the lack of the stocks ability to participate in this week's rally doesn't support the idea of the stock rising anytime soon.</p><p><blockquote>然而，鉴于宏观背景的变化以及该股缺乏参与本周反弹的能力，并不支持该股很快上涨的想法。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a2fd84000c84d301e6ceba53c4ecc86e\" tg-width=\"640\" tg-height=\"404\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Block will have a much more challenging year, both from comparable earnings and valuation standpoint. On top of that market, the dynamics are changing. Which likely means the stocks that have been favored over the past 18 months may now be turning out of favor as valuations begin to matter. Based on that, Block may still have a lot further to fall by the time this is all said and done.</p><p><blockquote>从可比盈利和估值的角度来看，布洛克今年将面临更具挑战性的一年。在这个市场之上，动态正在发生变化。这可能意味着，随着估值开始变得重要，过去 18 个月受到青睐的股票现在可能会失去青睐。基于此，到这些都说了，做了，布洛克可能还有很长的路要走。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4476625-block-formerly-square-may-have-further-to-fall\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4476625-block-formerly-square-may-have-further-to-fall","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181278306","content_text":"Summary\n\nBlock faces both macro and comparable headwinds in 2022 as peers look more attractive.\nThe technical chart shows that a short-term rebound attempt has failed to materialize.\nOptions traders see the stock trading below $160 through March.\n\nsimonkr/E+ via Getty Images\nSquare(NYSE:SQ) has changed its name to Block, and thus far, it hasn't helped benefit the stock. The stock has suffered since peaking in early August, dropping by nearly 45%. The odds are climbing that the performance doesn't get any better either, as the Fed turns its attention to inflation in 2022 and more hawkish monetary policy. That will likely lead to many of these high flyers struggling next year as multiple compression and valuations drop. Options traders are betting the stock doesn't rebound anytime soon.\nValuations Matter\nBlock is not cheap by any stretch of the imagination. Trading at 43.2 times 2023 EV/EBITDA and 57.5 times 2023 earnings estimates. The only reason the stock looks reasonably valued on a price-to-sales metric of 3.2 times 2023 forecast has to do with how it books its bitcoin revenue.\nGrowth in earnings and EBITDA is forecast to take a significant hit next year, with EBITDA rising by 10.8% to $1.08 billion and earnings climbing by 7.5% to $1.84. If everything goes right, analysts then see earnings climbing by 49.5% in 2023 to $2.76 per share, and EBITDA rising by 56.9% in 2023 to $1.69 billion.\nIt will have to go right for Block because the growth forecast in 2022 comes nowhere close to what is needed to sustain the multiples on Block currently. In an environment where multiples are likely to compress, 2022 will need to be a year that provides plenty of upside reports and guidance. Especially when peer PayPal(NASDAQ:PYPL)trades with an EV/EBITDA multiple of 19.9 times 2023 estimates and 27.3 times 2023 earnings. Not only that but PayPal is expected to grow its EBITDA in 2022 by 15.5% and earnings by 14.4% in 2022. So the comparables favor PayPal over Block both in growth and valuations.\nBetting Shares Fall Further\nOn Dec. 21, the open interest for the March 18 $170 calls increased by roughly 4700 contracts, while the $170 puts jumped by around 4,300 contracts. The data shows that 5,000 contracts call contracts were sold on the BID for $13.15, while 5,000 of the puts contracts were bought on the ASK for $22.35. In total, the trader paid around $8.20 per contract to bet that Block will be trading below $170 by the middle of March. The trader would need Blocks stock to be below $161.80 by the expiration to earn a profit.\nShort-Term Rally\nThe technical chart shows that Block tried to break out of a falling wedge pattern. To this point, it has been unable to mount a meaningful rebound. If the stock should fall below support at $154 it is likely to lead to a bigger drop, potentially back to $133, a price the stock has seen since September 2020.\nThe relative strength index is attempting to flash a bullish divergence with the stock making a lower low and the RSI making a higher low. If the stock is able to advance beyond $175 it is likely to move all the way back to $199.\nHowever, given the shifting macro backdrop and the lack of the stocks ability to participate in this week's rally doesn't support the idea of the stock rising anytime soon.\n\nBlock will have a much more challenging year, both from comparable earnings and valuation standpoint. On top of that market, the dynamics are changing. Which likely means the stocks that have been favored over the past 18 months may now be turning out of favor as valuations begin to matter. Based on that, Block may still have a lot further to fall by the time this is all said and done.","news_type":1,"symbols_score_info":{"SQ":0.9}},"isVote":1,"tweetType":1,"viewCount":1721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698142228,"gmtCreate":1640326865073,"gmtModify":1640327611740,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581244873474125","authorIdStr":"3581244873474125"},"themes":[],"title":"","htmlText":"Please like and comment. Thanks","listText":"Please like and comment. Thanks","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698142228","repostId":"1133128856","repostType":4,"repost":{"id":"1133128856","kind":"news","pubTimestamp":1640325579,"share":"https://www.laohunote.com/m/news/1133128856?lang=zh_CN&edition=full","pubTime":"2021-12-24 13:59","market":"us","language":"en","title":"Oracle, Cerner and the Liar’s Cloud<blockquote>甲骨文、塞纳和骗子云</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133128856","media":"InvestorPlace","summary":"ORCL stock is dirt cheap for a cloud company","content":"<p><div> This was the year Oracle(NASDAQ:ORCL) was finally recognized as a cloud player. When ORCL stock hit its all-time high on Dec. 6, investors were looking at a 67% year-to-date gain. Today, shares are up...</p><p><blockquote><div>这一年，甲骨文（纳斯达克股票代码：ORCL）最终被公认为云公司。当 ORCL 股价在 12 月 6 日创下历史新高时，投资者预计今年迄今将上涨 67%。今天，股价上涨……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/orcl-stock-oracle-cerner-and-the-liars-cloud/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/orcl-stock-oracle-cerner-and-the-liars-cloud/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Oracle, Cerner and the Liar’s Cloud<blockquote>甲骨文、塞纳和骗子云</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\">\nOracle, Cerner and the Liar’s Cloud<blockquote>甲骨文、塞纳和骗子云</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-24 13:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> This was the year Oracle(NASDAQ:ORCL) was finally recognized as a cloud player. When ORCL stock hit its all-time high on Dec. 6, investors were looking at a 67% year-to-date gain. Today, shares are up...</p><p><blockquote><div>这一年，甲骨文（纳斯达克股票代码：ORCL）最终被公认为云公司。当 ORCL 股价在 12 月 6 日创下历史新高时，投资者预计今年迄今将上涨 67%。今天，股价上涨……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/orcl-stock-oracle-cerner-and-the-liars-cloud/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/orcl-stock-oracle-cerner-and-the-liars-cloud/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/12/orcl-stock-oracle-cerner-and-the-liars-cloud/\">InvestorPlace</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文"},"source_url":"https://investorplace.com/2021/12/orcl-stock-oracle-cerner-and-the-liars-cloud/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133128856","content_text":"This was the year Oracle(NASDAQ:ORCL) was finally recognized as a cloud player. When ORCL stock hit its all-time high on Dec. 6, investors were looking at a 67% year-to-date gain. Today, shares are up a little more than 40%, thanks in part to the omicron downdraft but also thanks to Oracle’s purchase of Cerner(NASDAQ:CERN) for $28.3 billion.\nIt’s an all-cash deal that will require Oracle to do some borrowing. At the end of November, Oracle listed about $23 billion in cash and marketable securities against $74.4 billion of non-current borrowings.\nThe acquisition of Cerner gives Oracle a hefty piece of the health IT market, behind only privately held Epic Systems. Oracle’s spin is that the move makes it a major player in the health cloud.\nThe Liar’s Cloud\nOracle was late to the cloud, which is built on open-source software and cheap, standardized chips.\nCo-founder Larry Ellison, who at 77 still directs the company and is its largest shareholder, openly opposed open source. Most notoriously,Oracle bought Sun Microsystems, a major open-source sponsor in 2009. After the deal closed, Oracle sought to make Sun’s open-source tools proprietary. It even fought a decade-long battle in court with Google for Java revenues,which it lost this year before the Supreme Court.\nSince embracing the cloud, however, Oracle’s fortunes have risen, as have Ellison’s. He’s now a centibillionaire,worth $122.5 billion.\nCritics call Oracle’s products a “fake cloud.” Oracle’s proprietary tools are still embedded in it. Ellison calls it an “autonomous cloud.” This has created a form of “liar’s poker” in the cloud.\nAs long-time analyst Matt Asay wrote recently, nearly one-third of information technology (IT) professionals say they’re “cloud native” and another 37% say they plan to be in two to three years. But only around 6% of IT spending today is on cloud services. Saying you like the savings of open-source cloud and taking full advantage of those savings are two different things.\nHealth Care Control\nThis split between what is done and what is said is especially prevalent in health care.\nIn theory, your health care data is yours. In practice, it belongs to the hospital group collecting it. Federal law is very strict on sharing it. This slowed cloud adoption, along with the initial cost of installing non-cloud solutions early in the 2010s.\nCerner CEO David Feinberg has been fighting this battle for years. He only joined Cerner in October. Previously, he worked at Alphabet(NASDAQ:GOOG, GOOGL), where he led Google Health.\nThis deal clips the company to a semi-proprietary cloud operator. Cerner has been a large customer for Amazon (NASDAQ:AMZN) Web services. Eventually, most of that revenue will move to Oracle.\nStill, the deal could be huge for both Oracle and Cerner customers. Oracle will be offering those customers the protection of a proprietary operation, along with the cloud halo. Cerner’s current software is closely integrated with that of Microsoft(NASDAQ:MSFT). Oracle will now benefit from that integration.\nThe Bottom Line on ORCL Stock\nFor a cloud company, ORCL stock is still dirt cheap. Its market cap is less than 6 times fiscal 2021 revenue of $40 billion. That’s because revenue hasn’t advanced much since 2018, when it was $39.4 billion.\nCloud has yet to show itself in Oracle’s revenue because much of Oracle remains tied to old-fashioned data centers. Cerner offers instant growth, with $5.8 billion in revenue estimated for this year.  It also offers huge opportunities in the cloud-hesitant world of health care, where Amazon, Microsoft and Alphabet have seen only limited success for a decade.\nHealth care companies are less interested in the savings of the cloud than its flexibility. Control over data remains paramount. That’s what kept the large IT players out of health care for so long. The Oracle-Cerner deal is the first break in that dam. While it’s not as big as Oracle advertises, it’s a sign of things to come.","news_type":1,"symbols_score_info":{"CERN":0.9,"ORCL":0.9}},"isVote":1,"tweetType":1,"viewCount":1477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698142821,"gmtCreate":1640326826186,"gmtModify":1640327607183,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581244873474125","authorIdStr":"3581244873474125"},"themes":[],"title":"","htmlText":"Please like and comment. Thanks","listText":"Please like and comment. Thanks","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698142821","repostId":"1107827800","repostType":4,"repost":{"id":"1107827800","kind":"news","pubTimestamp":1640326128,"share":"https://www.laohunote.com/m/news/1107827800?lang=zh_CN&edition=full","pubTime":"2021-12-24 14:08","market":"us","language":"en","title":"Sea Limited: An Early Christmas Gift<blockquote>Sea Limited：一份提前的圣诞礼物</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1107827800","media":"Seeking Alpha","summary":"Summary\n\nSea Limited is a growing company in a growing economy.\nAt this stage, the company should be","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Sea Limited is a growing company in a growing economy.</li>  <li>At this stage, the company should be judged on its growth, not earnings.</li>  <li>The recent fall in price makes the stock look attractive when compared to similar growth stories.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f48c8d49ed462ac489fe8f5fa91f5691\" tg-width=\"1536\" tg-height=\"1031\" width=\"100%\" height=\"auto\"><span>FreshSplash/E+ via Getty Images</span></p><p><blockquote><ul><li>Sea Limited是一家在不断增长的经济中成长的公司。</li><li>现阶段，应该根据公司的增长而不是盈利来判断公司。</li><li>与类似的增长故事相比，最近的价格下跌使该股看起来很有吸引力。</li></ul><p class=\"t-img-caption\"><span>FreshSplash/E+ 来自盖蒂图片社</span></p></blockquote></p><p> <b>Thesis Summary</b></p><p><blockquote><b>论文总结</b></blockquote></p><p> Sea Limited (SE) is one of those companies that divide the room. The stock was one of the best performing of 2020/2021 but has now fallen over 30% from its all-time high following a general sell-off which has been most felt in growth stocks.</p><p><blockquote>Sea Limited (SE) 是划分房间的公司之一。该股是 2020/2021 年表现最好的股票之一，但在普遍抛售之后，该股已从历史高点下跌了 30% 以上，这种情况在成长型股票中最为明显。</blockquote></p><p> However, Sea's fundamental growth story remains strong, and the fact that it is running at a loss should not bother investors at this point. If we look at each segment individually, there's a lot to like, and an argument could be made for a much higher price than today. On a final note, Sea should also be aided by the recent policy change coming from China's Central bank, the PBOC, and overall macroeconomic trends.</p><p><blockquote>然而，Sea 的基本面增长故事仍然强劲，目前其亏损的事实不应困扰投资者。如果我们单独看每个细分市场，就会发现有很多值得喜欢的地方，而且可以争论比现在高得多的价格。最后一点，中国央行、中国人民银行和整体宏观经济趋势最近的政策变化也应该有助于Sea。</blockquote></p><p> <b>A Quick Recap</b></p><p><blockquote><b>快速回顾</b></blockquote></p><p> Sea Limited has three main segments; Digital Entertainment (Garena), Financial Services (SeaMoney) and E-commerce (Shopee). This is how they performed in the last quarter.</p><p><blockquote>Sea Limited 有三个主要部门；数字娱乐（Garena）、金融服务（SeaMoney）和电子商务（Shopee）。这就是他们上个季度的表现。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4cd726650027bd5d269b8fe1f0dd0b14\" tg-width=\"1280\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：投资者介绍</span></p></blockquote></p><p> As we can see, Digital Entertainment is the only segment bringing in operating income. Meanwhile, eCommerce and Digital Finance are running at a loss. However, the growth rates at this point justify the investment. GMV for Shopee was up 81% YoY, and TPV processed through SeaMoney is up 111% YoY.</p><p><blockquote>正如我们所看到的，数字娱乐是唯一带来经营利润的细分市场。与此同时，电子商务和数字金融正在亏损。然而，目前的增长率证明了投资的合理性。Shopee 的 GMV 同比增长 81%，通过 SeaMoney 处理的 TPV 同比增长 111%。</blockquote></p><p> Despite strong growth across the board, Sea Limited has come down significantly in the last few weeks, providing us with a perfect opportunity to buy a stock with an incredibly appealing fundamental growth story.</p><p><blockquote>尽管全面增长强劲，但 Sea Limited 在过去几周大幅下跌，为我们提供了一个绝佳的机会来购买一只具有令人难以置信的吸引力的基本面增长故事的股票。</blockquote></p><p> <b>Growth And Profitability Prospects</b></p><p><blockquote><b>增长及盈利前景</b></blockquote></p><p> Firstly, let's talk about Sea's main geographical market; Southeast Asia. SEA economies are experiencing not just a fast level of growth, but also digitalization, which bodes incredibly well for SE.</p><p><blockquote>首先，我们来谈谈Sea的主要地理市场；东南亚。海洋经济不仅正在经历快速增长，而且正在经历数字化，这对东南亚来说是一个非常好的兆头。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/626a6dc7b34175282aeba7740413ede1\" tg-width=\"1280\" tg-height=\"521\" width=\"100%\" height=\"auto\"><span>Source: SEA Economy Report</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：海洋经济报告</span></p></blockquote></p><p> By 2025, the Internet economy is poised to reach over $300 billion in GMV. Indonesia, Vietnam and Thailand will be amongst the fastest growing Internet economies, and these are all areas where the company has a strong presence. On top of that, Sea is also expanding into Latin America, where it has challenged and surpassed MercadoLibre (MELI) in some&nbsp;countries like Brazil.</p><p><blockquote>到2025年，互联网经济的GMV有望超过3000亿美元。印度尼西亚、越南和泰国将成为增长最快的互联网经济体，这些都是该公司拥有强大影响力的地区。最重要的是，Sea 还在向拉丁美洲扩张，在巴西等一些国家挑战并超越了 MercadoLibre (MELI)。</blockquote></p><p> Shopee and SeaMoney will grow hand in hand. As Shopee grows, more merchants and consumers will be pulled into the SeaMoney ecosystem, which not only allows digital payments but also helps merchants and consumers get financing. Of course, at the moment the company is focusing on expansion, but we know full well that both eCommerce and Digital Finance can be lucrative segments.</p><p><blockquote>Shopee和SeaMoney将携手成长。随着Shopee的发展，更多的商家和消费者将被拉入SeaMoney生态系统，该生态系统不仅允许数字支付，还可以帮助商家和消费者获得融资。当然，目前该公司正专注于扩张，但我们非常清楚电子商务和数字金融都可能是利润丰厚的领域。</blockquote></p><p> Garena, which is responsible for creating Free Fire, is on another path. User growth is slowing down, this is true, but there is still plenty of room for monetization. The company has made moves in the right direction here by releasing Free Fire MAX, a premium version of the game. In a recent article on Seeking Alpha,JR Research pointed out&nbsp;that Garena continues to increase the proportion of paying users to active users, which are also growing, albeit at a slower rate.</p><p><blockquote>负责创造Free Fire的Garena正在走另一条道路。用户增长放缓，这是事实，但变现空间依然很大。该公司在这方面朝着正确的方向迈出了一步，发布了该游戏的高级版本Free Fire MAX。JR Research 在最近一篇关于 Seeking Alpha 的文章中指出，Garena 继续提高付费用户与活跃用户的比例，这些用户也在增长，尽管速度较慢。</blockquote></p><p> <b>Comparative Valuation</b></p><p><blockquote><b>比较估值</b></blockquote></p><p> With all that said, I do feel like sometimes Sea Limited gets judged unfairly, precisely because it has such a successful and profitable segment thanks to Free Fire. Investors often look at Sea's earnings and complain that they aren't growing fast enough, but this is not the company's objective. If Shopee or SeaMoney traded separately as \"exciting and fast-growing start-ups\" investors would be much less harsh with the valuation.</p><p><blockquote>综上所述，我确实觉得有时 Sea Limited 会受到不公平的评判，正是因为 Free Fire 拥有如此成功且盈利的细分市场。投资者经常查看 Sea 的盈利并抱怨其增长速度不够快，但这不是该公司的目标。如果 Shopee 或 SeaMoney 作为“令人兴奋且快速增长的初创企业”单独交易，投资者对估值的要求就不会那么苛刻了。</blockquote></p><p> Sea Limited is a growth company in a growth economy, and it should be judged on its growth and revenue, not on its earnings:</p><p><blockquote>Sea Limited 是一家成长型经济体中的成长型公司，应该根据其增长和收入来判断，而不是根据其盈利来判断：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dabf7759dd81e88d0603fc2f17137235\" tg-width=\"905\" tg-height=\"313\" width=\"100%\" height=\"auto\"><span>Data Source: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：Seeking Alpha</span></p></blockquote></p><p></p><p> Above we can see valuation ratios for Sea and what I consider to be some similar companies, though I am sure this will be a contentious point. Meli competes head-on with Sea in the eCommerce and fulfilment space. Roblox (RBLX) is an up and coming game/platform, and it is comparable to Free Fire. Shopify Inc.(NYSE:SHOP)has some unique characteristics, but it is also similar in many ways to Sea. It offers an eCommerce platform and helps merchants sell their products, and Shopify Pay is comparable to SeaMoney. Also, all of these companies are high growth companies through Sea is the best in this regard.</p><p><blockquote>上面我们可以看到 Sea 的估值比率以及我认为的一些类似公司，尽管我确信这将是一个有争议的点。Meli在电子商务和履行领域与Sea正面竞争。Roblox（RBLX）是一款冉冉升起的游戏/平台，堪比Free Fire。Shopify Inc.（纽约证券交易所股票代码：SHOP）具有一些独特的特征，但它在许多方面也与 Sea 相似。它提供了一个电子商务平台，帮助商家销售他们的产品，Shopify Pay与SeaMoney相当。此外，所有这些公司都是高成长性公司，Sea在这方面是最好的。</blockquote></p><p> In terms of P/S and EV/Sales though, Sea is cheaper than the rest of these companies, except for Meli. Also, I like the fact that Sea has a Price/Book in line with that of Shopify. Arguably these other companies could be said to be overvalued, but the idea here is to compare these companies amongst each other.</p><p><blockquote>不过，就市盈率和电动汽车销售额而言，Sea 比其他公司都便宜，除了 Meli。此外，我喜欢Sea的价格/账单与Shopify一致。可以说，这些其他公司可以说被高估了，但这里的想法是将这些公司相互比较。</blockquote></p><p> Ultimately, Sea is growing incredibly fast, and though it isn't \"profitable\", we know that it's building a business model that will be. A P/S of 14 seems attractive given all of this and the ratio is below the more recent average of around 20.</p><p><blockquote>最终，Sea 的增长速度令人难以置信，尽管它并不“盈利”，但我们知道它正在建立一种将会盈利的商业模式。考虑到所有这些，14 的市盈率似乎很有吸引力，而且该比率低于最近 20 左右的平均水平。</blockquote></p><p> <b>Other Considerations</b></p><p><blockquote><b>其他考虑因素</b></blockquote></p><p> Some investors might think that, with the Federal Reserve tightening monetary policy, this is not a good time. The first issue here would be; how long can the Fed tighten? We've seen this play out before in 2018, and we know how it ends. More importantly though, while the Fed tightens, the PBOC is loosening monetary policy, as we saw the&nbsp;key benchmark lending rate cut last week.</p><p><blockquote>一些投资者可能认为，随着美联储收紧货币政策，现在不是一个好时机。这里的第一个问题是：美联储能收紧多久？我们在2018年之前就看过这场比赛，我们知道它会如何结束。但更重要的是，在美联储收紧的同时，中国人民银行正在放松货币政策，正如我们上周看到的关键基准贷款利率下调。</blockquote></p><p> What does this mean for Sea? The effects are unclear. Easy credit in the area will help the company and its customers, but what about exchange rates? Some of these countries try to keep pegs to major currencies, so this might not change. This would suggest that South Eastern economies might have to follow the Fed in tightening monetary policy to defend this exchange rate.</p><p><blockquote>这对大海意味着什么？效果尚不清楚。该地区的宽松信贷将有助于公司及其客户，但汇率呢？其中一些国家试图保持与主要货币的挂钩，因此这种情况可能不会改变。这表明东南部经济体可能不得不跟随美联储收紧货币政策，以捍卫这一汇率。</blockquote></p><p> And lastly, what if COVID returns in full force? Again, the effects would be unclear. In many ways, Sea's business could be improved by this, even if the economy suffers overall.</p><p><blockquote>最后，如果COVID全面回归怎么办？同样，影响也不清楚。在许多方面，即使整体经济受到影响，Sea 的业务也可以因此得到改善。</blockquote></p><p> <b>Takeaway</b></p><p><blockquote><b>外卖</b></blockquote></p><p> Nothing much has changed for Sea Limited in recent months, except for its share price, and I'd be remiss if I didn't point out this buying opportunity. The company is expanding in all areas, and even increasing its profitability, though that is less important. I'm excited to see what 2022 holds for this stock.</p><p><blockquote>近几个月来，Sea Limited 除了股价之外没有太大变化，如果我不指出这个买入机会，那就是我的失职。该公司正在所有领域扩张，甚至提高盈利能力，尽管这并不那么重要。我很高兴看到这只股票 2022 年的走势。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Limited: An Early Christmas Gift<blockquote>Sea Limited：一份提前的圣诞礼物</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Limited: An Early Christmas Gift<blockquote>Sea Limited：一份提前的圣诞礼物</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-24 14:08</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>Sea Limited is a growing company in a growing economy.</li>  <li>At this stage, the company should be judged on its growth, not earnings.</li>  <li>The recent fall in price makes the stock look attractive when compared to similar growth stories.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f48c8d49ed462ac489fe8f5fa91f5691\" tg-width=\"1536\" tg-height=\"1031\" width=\"100%\" height=\"auto\"><span>FreshSplash/E+ via Getty Images</span></p><p><blockquote><ul><li>Sea Limited是一家在不断增长的经济中成长的公司。</li><li>现阶段，应该根据公司的增长而不是盈利来判断公司。</li><li>与类似的增长故事相比，最近的价格下跌使该股看起来很有吸引力。</li></ul><p class=\"t-img-caption\"><span>FreshSplash/E+ 来自盖蒂图片社</span></p></blockquote></p><p> <b>Thesis Summary</b></p><p><blockquote><b>论文总结</b></blockquote></p><p> Sea Limited (SE) is one of those companies that divide the room. The stock was one of the best performing of 2020/2021 but has now fallen over 30% from its all-time high following a general sell-off which has been most felt in growth stocks.</p><p><blockquote>Sea Limited (SE) 是划分房间的公司之一。该股是 2020/2021 年表现最好的股票之一，但在普遍抛售之后，该股已从历史高点下跌了 30% 以上，这种情况在成长型股票中最为明显。</blockquote></p><p> However, Sea's fundamental growth story remains strong, and the fact that it is running at a loss should not bother investors at this point. If we look at each segment individually, there's a lot to like, and an argument could be made for a much higher price than today. On a final note, Sea should also be aided by the recent policy change coming from China's Central bank, the PBOC, and overall macroeconomic trends.</p><p><blockquote>然而，Sea 的基本面增长故事仍然强劲，目前其亏损的事实不应困扰投资者。如果我们单独看每个细分市场，就会发现有很多值得喜欢的地方，而且可以争论比现在高得多的价格。最后一点，中国央行、中国人民银行和整体宏观经济趋势最近的政策变化也应该有助于Sea。</blockquote></p><p> <b>A Quick Recap</b></p><p><blockquote><b>快速回顾</b></blockquote></p><p> Sea Limited has three main segments; Digital Entertainment (Garena), Financial Services (SeaMoney) and E-commerce (Shopee). This is how they performed in the last quarter.</p><p><blockquote>Sea Limited 有三个主要部门；数字娱乐（Garena）、金融服务（SeaMoney）和电子商务（Shopee）。这就是他们上个季度的表现。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4cd726650027bd5d269b8fe1f0dd0b14\" tg-width=\"1280\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：投资者介绍</span></p></blockquote></p><p> As we can see, Digital Entertainment is the only segment bringing in operating income. Meanwhile, eCommerce and Digital Finance are running at a loss. However, the growth rates at this point justify the investment. GMV for Shopee was up 81% YoY, and TPV processed through SeaMoney is up 111% YoY.</p><p><blockquote>正如我们所看到的，数字娱乐是唯一带来经营利润的细分市场。与此同时，电子商务和数字金融正在亏损。然而，目前的增长率证明了投资的合理性。Shopee 的 GMV 同比增长 81%，通过 SeaMoney 处理的 TPV 同比增长 111%。</blockquote></p><p> Despite strong growth across the board, Sea Limited has come down significantly in the last few weeks, providing us with a perfect opportunity to buy a stock with an incredibly appealing fundamental growth story.</p><p><blockquote>尽管全面增长强劲，但 Sea Limited 在过去几周大幅下跌，为我们提供了一个绝佳的机会来购买一只具有令人难以置信的吸引力的基本面增长故事的股票。</blockquote></p><p> <b>Growth And Profitability Prospects</b></p><p><blockquote><b>增长及盈利前景</b></blockquote></p><p> Firstly, let's talk about Sea's main geographical market; Southeast Asia. SEA economies are experiencing not just a fast level of growth, but also digitalization, which bodes incredibly well for SE.</p><p><blockquote>首先，我们来谈谈Sea的主要地理市场；东南亚。海洋经济不仅正在经历快速增长，而且正在经历数字化，这对东南亚来说是一个非常好的兆头。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/626a6dc7b34175282aeba7740413ede1\" tg-width=\"1280\" tg-height=\"521\" width=\"100%\" height=\"auto\"><span>Source: SEA Economy Report</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：海洋经济报告</span></p></blockquote></p><p> By 2025, the Internet economy is poised to reach over $300 billion in GMV. Indonesia, Vietnam and Thailand will be amongst the fastest growing Internet economies, and these are all areas where the company has a strong presence. On top of that, Sea is also expanding into Latin America, where it has challenged and surpassed MercadoLibre (MELI) in some&nbsp;countries like Brazil.</p><p><blockquote>到2025年，互联网经济的GMV有望超过3000亿美元。印度尼西亚、越南和泰国将成为增长最快的互联网经济体，这些都是该公司拥有强大影响力的地区。最重要的是，Sea 还在向拉丁美洲扩张，在巴西等一些国家挑战并超越了 MercadoLibre (MELI)。</blockquote></p><p> Shopee and SeaMoney will grow hand in hand. As Shopee grows, more merchants and consumers will be pulled into the SeaMoney ecosystem, which not only allows digital payments but also helps merchants and consumers get financing. Of course, at the moment the company is focusing on expansion, but we know full well that both eCommerce and Digital Finance can be lucrative segments.</p><p><blockquote>Shopee和SeaMoney将携手成长。随着Shopee的发展，更多的商家和消费者将被拉入SeaMoney生态系统，该生态系统不仅允许数字支付，还可以帮助商家和消费者获得融资。当然，目前该公司正专注于扩张，但我们非常清楚电子商务和数字金融都可能是利润丰厚的领域。</blockquote></p><p> Garena, which is responsible for creating Free Fire, is on another path. User growth is slowing down, this is true, but there is still plenty of room for monetization. The company has made moves in the right direction here by releasing Free Fire MAX, a premium version of the game. In a recent article on Seeking Alpha,JR Research pointed out&nbsp;that Garena continues to increase the proportion of paying users to active users, which are also growing, albeit at a slower rate.</p><p><blockquote>负责创造Free Fire的Garena正在走另一条道路。用户增长放缓，这是事实，但变现空间依然很大。该公司在这方面朝着正确的方向迈出了一步，发布了该游戏的高级版本Free Fire MAX。JR Research 在最近一篇关于 Seeking Alpha 的文章中指出，Garena 继续提高付费用户与活跃用户的比例，这些用户也在增长，尽管速度较慢。</blockquote></p><p> <b>Comparative Valuation</b></p><p><blockquote><b>比较估值</b></blockquote></p><p> With all that said, I do feel like sometimes Sea Limited gets judged unfairly, precisely because it has such a successful and profitable segment thanks to Free Fire. Investors often look at Sea's earnings and complain that they aren't growing fast enough, but this is not the company's objective. If Shopee or SeaMoney traded separately as \"exciting and fast-growing start-ups\" investors would be much less harsh with the valuation.</p><p><blockquote>综上所述，我确实觉得有时 Sea Limited 会受到不公平的评判，正是因为 Free Fire 拥有如此成功且盈利的细分市场。投资者经常查看 Sea 的盈利并抱怨其增长速度不够快，但这不是该公司的目标。如果 Shopee 或 SeaMoney 作为“令人兴奋且快速增长的初创企业”单独交易，投资者对估值的要求就不会那么苛刻了。</blockquote></p><p> Sea Limited is a growth company in a growth economy, and it should be judged on its growth and revenue, not on its earnings:</p><p><blockquote>Sea Limited 是一家成长型经济体中的成长型公司，应该根据其增长和收入来判断，而不是根据其盈利来判断：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dabf7759dd81e88d0603fc2f17137235\" tg-width=\"905\" tg-height=\"313\" width=\"100%\" height=\"auto\"><span>Data Source: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：Seeking Alpha</span></p></blockquote></p><p></p><p> Above we can see valuation ratios for Sea and what I consider to be some similar companies, though I am sure this will be a contentious point. Meli competes head-on with Sea in the eCommerce and fulfilment space. Roblox (RBLX) is an up and coming game/platform, and it is comparable to Free Fire. Shopify Inc.(NYSE:SHOP)has some unique characteristics, but it is also similar in many ways to Sea. It offers an eCommerce platform and helps merchants sell their products, and Shopify Pay is comparable to SeaMoney. Also, all of these companies are high growth companies through Sea is the best in this regard.</p><p><blockquote>上面我们可以看到 Sea 的估值比率以及我认为的一些类似公司，尽管我确信这将是一个有争议的点。Meli在电子商务和履行领域与Sea正面竞争。Roblox（RBLX）是一款冉冉升起的游戏/平台，堪比Free Fire。Shopify Inc.（纽约证券交易所股票代码：SHOP）具有一些独特的特征，但它在许多方面也与 Sea 相似。它提供了一个电子商务平台，帮助商家销售他们的产品，Shopify Pay与SeaMoney相当。此外，所有这些公司都是高成长性公司，Sea在这方面是最好的。</blockquote></p><p> In terms of P/S and EV/Sales though, Sea is cheaper than the rest of these companies, except for Meli. Also, I like the fact that Sea has a Price/Book in line with that of Shopify. Arguably these other companies could be said to be overvalued, but the idea here is to compare these companies amongst each other.</p><p><blockquote>不过，就市盈率和电动汽车销售额而言，Sea 比其他公司都便宜，除了 Meli。此外，我喜欢Sea的价格/账单与Shopify一致。可以说，这些其他公司可以说被高估了，但这里的想法是将这些公司相互比较。</blockquote></p><p> Ultimately, Sea is growing incredibly fast, and though it isn't \"profitable\", we know that it's building a business model that will be. A P/S of 14 seems attractive given all of this and the ratio is below the more recent average of around 20.</p><p><blockquote>最终，Sea 的增长速度令人难以置信，尽管它并不“盈利”，但我们知道它正在建立一种将会盈利的商业模式。考虑到所有这些，14 的市盈率似乎很有吸引力，而且该比率低于最近 20 左右的平均水平。</blockquote></p><p> <b>Other Considerations</b></p><p><blockquote><b>其他考虑因素</b></blockquote></p><p> Some investors might think that, with the Federal Reserve tightening monetary policy, this is not a good time. The first issue here would be; how long can the Fed tighten? We've seen this play out before in 2018, and we know how it ends. More importantly though, while the Fed tightens, the PBOC is loosening monetary policy, as we saw the&nbsp;key benchmark lending rate cut last week.</p><p><blockquote>一些投资者可能认为，随着美联储收紧货币政策，现在不是一个好时机。这里的第一个问题是：美联储能收紧多久？我们在2018年之前就看过这场比赛，我们知道它会如何结束。但更重要的是，在美联储收紧的同时，中国人民银行正在放松货币政策，正如我们上周看到的关键基准贷款利率下调。</blockquote></p><p> What does this mean for Sea? The effects are unclear. Easy credit in the area will help the company and its customers, but what about exchange rates? Some of these countries try to keep pegs to major currencies, so this might not change. This would suggest that South Eastern economies might have to follow the Fed in tightening monetary policy to defend this exchange rate.</p><p><blockquote>这对大海意味着什么？效果尚不清楚。该地区的宽松信贷将有助于公司及其客户，但汇率呢？其中一些国家试图保持与主要货币的挂钩，因此这种情况可能不会改变。这表明东南部经济体可能不得不跟随美联储收紧货币政策，以捍卫这一汇率。</blockquote></p><p> And lastly, what if COVID returns in full force? Again, the effects would be unclear. In many ways, Sea's business could be improved by this, even if the economy suffers overall.</p><p><blockquote>最后，如果COVID全面回归怎么办？同样，影响也不清楚。在许多方面，即使整体经济受到影响，Sea 的业务也可以因此得到改善。</blockquote></p><p> <b>Takeaway</b></p><p><blockquote><b>外卖</b></blockquote></p><p> Nothing much has changed for Sea Limited in recent months, except for its share price, and I'd be remiss if I didn't point out this buying opportunity. The company is expanding in all areas, and even increasing its profitability, though that is less important. I'm excited to see what 2022 holds for this stock.</p><p><blockquote>近几个月来，Sea Limited 除了股价之外没有太大变化，如果我不指出这个买入机会，那就是我的失职。该公司正在所有领域扩张，甚至提高盈利能力，尽管这并不那么重要。我很高兴看到这只股票 2022 年的走势。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4476595-sea-limited-an-early-christmas-gift\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4476595-sea-limited-an-early-christmas-gift","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107827800","content_text":"Summary\n\nSea Limited is a growing company in a growing economy.\nAt this stage, the company should be judged on its growth, not earnings.\nThe recent fall in price makes the stock look attractive when compared to similar growth stories.\n\nFreshSplash/E+ via Getty Images\nThesis Summary\nSea Limited (SE) is one of those companies that divide the room. The stock was one of the best performing of 2020/2021 but has now fallen over 30% from its all-time high following a general sell-off which has been most felt in growth stocks.\nHowever, Sea's fundamental growth story remains strong, and the fact that it is running at a loss should not bother investors at this point. If we look at each segment individually, there's a lot to like, and an argument could be made for a much higher price than today. On a final note, Sea should also be aided by the recent policy change coming from China's Central bank, the PBOC, and overall macroeconomic trends.\nA Quick Recap\nSea Limited has three main segments; Digital Entertainment (Garena), Financial Services (SeaMoney) and E-commerce (Shopee). This is how they performed in the last quarter.\nSource: Investor Presentation\nAs we can see, Digital Entertainment is the only segment bringing in operating income. Meanwhile, eCommerce and Digital Finance are running at a loss. However, the growth rates at this point justify the investment. GMV for Shopee was up 81% YoY, and TPV processed through SeaMoney is up 111% YoY.\nDespite strong growth across the board, Sea Limited has come down significantly in the last few weeks, providing us with a perfect opportunity to buy a stock with an incredibly appealing fundamental growth story.\nGrowth And Profitability Prospects\nFirstly, let's talk about Sea's main geographical market; Southeast Asia. SEA economies are experiencing not just a fast level of growth, but also digitalization, which bodes incredibly well for SE.\nSource: SEA Economy Report\nBy 2025, the Internet economy is poised to reach over $300 billion in GMV. Indonesia, Vietnam and Thailand will be amongst the fastest growing Internet economies, and these are all areas where the company has a strong presence. On top of that, Sea is also expanding into Latin America, where it has challenged and surpassed MercadoLibre (MELI) in some countries like Brazil.\nShopee and SeaMoney will grow hand in hand. As Shopee grows, more merchants and consumers will be pulled into the SeaMoney ecosystem, which not only allows digital payments but also helps merchants and consumers get financing. Of course, at the moment the company is focusing on expansion, but we know full well that both eCommerce and Digital Finance can be lucrative segments.\nGarena, which is responsible for creating Free Fire, is on another path. User growth is slowing down, this is true, but there is still plenty of room for monetization. The company has made moves in the right direction here by releasing Free Fire MAX, a premium version of the game. In a recent article on Seeking Alpha,JR Research pointed out that Garena continues to increase the proportion of paying users to active users, which are also growing, albeit at a slower rate.\nComparative Valuation\nWith all that said, I do feel like sometimes Sea Limited gets judged unfairly, precisely because it has such a successful and profitable segment thanks to Free Fire. Investors often look at Sea's earnings and complain that they aren't growing fast enough, but this is not the company's objective. If Shopee or SeaMoney traded separately as \"exciting and fast-growing start-ups\" investors would be much less harsh with the valuation.\nSea Limited is a growth company in a growth economy, and it should be judged on its growth and revenue, not on its earnings:\nData Source: Seeking Alpha\nAbove we can see valuation ratios for Sea and what I consider to be some similar companies, though I am sure this will be a contentious point. Meli competes head-on with Sea in the eCommerce and fulfilment space. Roblox (RBLX) is an up and coming game/platform, and it is comparable to Free Fire. Shopify Inc.(NYSE:SHOP)has some unique characteristics, but it is also similar in many ways to Sea. It offers an eCommerce platform and helps merchants sell their products, and Shopify Pay is comparable to SeaMoney. Also, all of these companies are high growth companies through Sea is the best in this regard.\nIn terms of P/S and EV/Sales though, Sea is cheaper than the rest of these companies, except for Meli. Also, I like the fact that Sea has a Price/Book in line with that of Shopify. Arguably these other companies could be said to be overvalued, but the idea here is to compare these companies amongst each other.\nUltimately, Sea is growing incredibly fast, and though it isn't \"profitable\", we know that it's building a business model that will be. A P/S of 14 seems attractive given all of this and the ratio is below the more recent average of around 20.\nOther Considerations\nSome investors might think that, with the Federal Reserve tightening monetary policy, this is not a good time. The first issue here would be; how long can the Fed tighten? We've seen this play out before in 2018, and we know how it ends. More importantly though, while the Fed tightens, the PBOC is loosening monetary policy, as we saw the key benchmark lending rate cut last week.\nWhat does this mean for Sea? The effects are unclear. Easy credit in the area will help the company and its customers, but what about exchange rates? Some of these countries try to keep pegs to major currencies, so this might not change. This would suggest that South Eastern economies might have to follow the Fed in tightening monetary policy to defend this exchange rate.\nAnd lastly, what if COVID returns in full force? Again, the effects would be unclear. In many ways, Sea's business could be improved by this, even if the economy suffers overall.\nTakeaway\nNothing much has changed for Sea Limited in recent months, except for its share price, and I'd be remiss if I didn't point out this buying opportunity. The company is expanding in all areas, and even increasing its profitability, though that is less important. I'm excited to see what 2022 holds for this stock.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":1347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698142371,"gmtCreate":1640326806055,"gmtModify":1640327599923,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581244873474125","authorIdStr":"3581244873474125"},"themes":[],"title":"","htmlText":"Please like and comment. Thanks","listText":"Please like and comment. Thanks","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/698142371","repostId":"2193078140","repostType":4,"isVote":1,"tweetType":1,"viewCount":1461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":874443139,"gmtCreate":1637815763191,"gmtModify":1637815763539,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581244873474125","idStr":"3581244873474125"},"themes":[],"title":"","htmlText":"Please like and comment. Thanks","listText":"Please like and comment. Thanks","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/874443139","repostId":"2186364091","repostType":4,"isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872733738,"gmtCreate":1637572598833,"gmtModify":1637572599202,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581244873474125","idStr":"3581244873474125"},"themes":[],"title":"","htmlText":"Please like and comment. Thanks","listText":"Please like and comment. Thanks","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/872733738","repostId":"1153786917","repostType":4,"repost":{"id":"1153786917","kind":"news","pubTimestamp":1637534687,"share":"https://www.laohunote.com/m/news/1153786917?lang=zh_CN&edition=full","pubTime":"2021-11-22 06:44","market":"us","language":"en","title":"Best Buy, Zoom, Pinduoduo, Xpeng,Xiaomi,Meituan and Other Stocks for Investors to Watch This Week<blockquote>本周投资者关注百思买、Zoom、拼多多、小鹏、小米、美团等股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153786917","media":"Barrons","summary":"The tail end of third-quarter earnings season will bring more results from major retailers next week","content":"<p>The tail end of third-quarter earnings season will bring more results from major retailers next week, just as shoppers prepare for Black Friday. On Tuesday, investors will get quarterly results from some of retail’s biggest names, including&nbsp;Best Buy,Burlington Stores,Dick’s Sporting Goods,Dollar Tree,and&nbsp;Gap.</p><p><blockquote>第三季度财报季的尾声将在下周带来主要零售商的更多业绩，就在购物者为黑色星期五做准备之际。本周二，投资者将从一些零售业巨头那里获得季度业绩，包括百思买、伯灵顿商店、迪克体育用品、美元树和盖普。</blockquote></p><p> Friday will bring one of the busiest shopping days of the year and the traditional kick off for holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year.</p><p><blockquote>周五将是一年中最繁忙的购物日之一，也是假日购物季的传统开始。全国零售联合会估计，今年11月和12月，美国消费者将花费创纪录的8510亿美元，比去年增长9.5%。</blockquote></p><p> Non-retail highlights on the earnings calendar next week include&nbsp;Zoom Video Communications on Monday,Xpeng,Xiaomi Corporation,Autodesk,Dell Technologies,and&nbsp;VMware&nbsp;on Tuesday, Deere&nbsp;on Wednesday&nbsp;and&nbsp;Pinduoduo,Meituan and RLX Technology&nbsp;on Friday.</p><p><blockquote>下周财报日历上的非零售亮点包括周一的Zoom Video通信、周二的小鹏汽车、小米公司、欧特克、戴尔科技和 VMware、周三的Deere以及周五的拼多多、美团和RLX科技。</blockquote></p><p> The National Association of Realtors reports existing-home sales for October on Monday. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September.</p><p><blockquote>全国房地产经纪人协会周一报告了10月份的现房销售情况。普遍估计，经季节性调整后的年销量为 619 万套，比 9 月份减少 10 万套。</blockquote></p><p> On Tuesday,IHS Markit&nbsp;releases both the manufacturing and services purchasing managers’ indexes for November. Expectations are for a 59.5 reading for the manufacturing PMI and 59 for the services PMI.</p><p><blockquote>本周二，IHS Markit 将发布 11 月份制造业和服务业采购经理人指数。制造业 PMI 预计为 59.5，服务业 PMI 预计为 59。</blockquote></p><p> On Wednesday, the Federal Open Market Committee releases minutes from its early-November monetary-policy meeting. The U.S. Census Bureau also releases the durable-goods report for October, while the U.S. Bureau of Economic Analysis reports personal income and spending for October.</p><p><blockquote>周三，联邦公开市场委员会发布了 11 月初货币政策会议纪要。美国人口普查局还发布了10月份耐用品报告，而美国经济分析局则报告了10月份的个人收入和支出。</blockquote></p><p> U.S. bourses and fixed-income markets will be closed on Thursday for Thanksgiving. On Friday, the Nasdaq and New York Stock Exchange end trading at 1 p.m., while the bond market closes at 2 p.m.</p><p><blockquote>美国股市和固定收益市场将于周四因感恩节休市。周五，纳斯达克和纽约证券交易所下午1点结束交易，而债券市场下午2点收盘。</blockquote></p><p> Agilent Technologies,Keysight Technologies,and Zoom Video Communications release quarterly results.</p><p><blockquote>安捷伦科技、是德科技和Zoom Video通信发布季度业绩。</blockquote></p><p> <b>The National Association</b> of Realtors reports existing-home sales for October. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September. Existing-home sales hit their post-financial-crisis peak at 6.73 million last October and have fallen for much of this year, partly due to supply constraints, especially at the lower-price end of the housing market.</p><p><blockquote><b>全国协会</b>房地产经纪人报告了10月份的现房销售情况。普遍估计，经季节性调整后的年销量为 619 万套，比 9 月份减少 10 万套。去年 10 月，成屋销售量达到金融危机后的峰值 673 万套，今年大部分时间都在下降，部分原因是供应限制，尤其是房地产市场的低价端。</blockquote></p><p> Analog Devices,Autodesk, Best Buy, Burlington Stores, Dell Technologies, Dick’s Sporting Goods, Dollar Tree, Gap,HPInc.,J.M. Smucker, Jacobs Engineering Group,Medtronic,and VMware report earnings.</p><p><blockquote>Analog Devices、Autodesk、Best Buy、Burlington Stores、Dell Technologies、Dick's Sporting Goods、Dollar Tree、Gap、HPInc、JMSmucker、Jacobs Engineering Group、Medtronic 和 VMware 报告收益。</blockquote></p><p> <b>IHS Markit releases</b> both the Manufacturing and Services Purchasing Managers’ indexes for November. Expectations are for a 59.5 reading for the Manufacturing PMI and 59 for the Services PMI. Both figures are slightly more than the October data. Both indexes are off their peaks from earlier this year, but higher than their levels from a year ago.</p><p><blockquote><b>IHS Markit 发布</b>11 月份制造业和服务业采购经理人指数。制造业 PMI 预计为 59.5，服务业 PMI 预计为 59。这两个数字都略高于10月份的数据。这两个指数都偏离了今年早些时候的峰值，但高于一年前的水平。</blockquote></p><p> <b>The BEA reports</b> its second estimate of third-quarter gross domestic product. Economists forecast a 2.2% annualized rate of growth, higher than the BEA’s preliminary estimate of 2% from late October.</p><p><blockquote><b>东亚银行报告</b>其对第三季度国内生产总值的第二次估计。经济学家预测年增长率为 2.2%，高于东亚银行 10 月底 2% 的初步估计。</blockquote></p><p> Deere reports fiscal fourth-quarter 2021 results.</p><p><blockquote>Deere公布 2021 年第四季度财报。</blockquote></p><p> <b>The Federal Open Market</b> Committee releases minutes from its early-November monetary-policy meeting.</p><p><blockquote><b>联邦公开市场</b>委员会发布 11 月初货币政策会议纪要。</blockquote></p><p> <b>The Census Bureau</b> releases the durable-goods report for October. Economists forecast a 0.2% month-over-month increase in new orders for manufactured durable goods, to $262 billion. Excluding transportation, new orders are seen rising 0.5%, matching the September gain.</p><p><blockquote><b>人口普查局</b>发布10月份耐用品报告。经济学家预测，耐用品制成品新订单环比增长 0.2%，达到 2620 亿美元。不包括运输，新订单增长 0.5%，与 9 月份的涨幅持平。</blockquote></p><p> <b>The BEA reports</b> personal income and spending for October. The consensus call is for a 0.4% monthly increase in income after a 1% decline in September. Personal spending is expected to rise 1%, month over month, a faster clip than September’s 0.6% gain.</p><p><blockquote><b>东亚银行报告</b>10月份个人收入和支出。普遍的看涨期权是，继 9 月份下降 1% 之后，收入每月增长 0.4%。个人支出预计将环比增长 1%，增幅快于 9 月份 0.6%。</blockquote></p><p> <b>U.S. bourses</b> and fixed-income markets are closed in observance of Thanksgiving.</p><p><blockquote><b>美国股市</b>固定收益市场因感恩节休市。</blockquote></p><p> <b>It’s Black Friday</b>, one of the busiest shopping days of the year and the traditional kickoff to the holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year. U.S. exchanges have a shortened trading session on the day after Thanksgiving. The Nasdaq and New York Stock Exchange end trading at 1 p.m., and the bond market closes at 2 p.m.</p><p><blockquote><b>今天是黑色星期五</b>这是一年中最繁忙的购物日之一，也是假日购物季的传统开始。全国零售联合会估计，今年11月和12月，美国消费者将花费创纪录的8510亿美元，比去年增长9.5%。美国交易所在感恩节后的第二天缩短了交易时段。纳斯达克和纽约证券交易所下午1点结束交易，债券市场下午2点收盘。</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>Best Buy, Zoom, Pinduoduo, Xpeng,Xiaomi,Meituan and Other Stocks for Investors to Watch This Week<blockquote>本周投资者关注百思买、Zoom、拼多多、小鹏、小米、美团等股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBest Buy, Zoom, Pinduoduo, Xpeng,Xiaomi,Meituan and Other Stocks for Investors to Watch This Week<blockquote>本周投资者关注百思买、Zoom、拼多多、小鹏、小米、美团等股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-22 06:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The tail end of third-quarter earnings season will bring more results from major retailers next week, just as shoppers prepare for Black Friday. On Tuesday, investors will get quarterly results from some of retail’s biggest names, including&nbsp;Best Buy,Burlington Stores,Dick’s Sporting Goods,Dollar Tree,and&nbsp;Gap.</p><p><blockquote>第三季度财报季的尾声将在下周带来主要零售商的更多业绩，就在购物者为黑色星期五做准备之际。本周二，投资者将从一些零售业巨头那里获得季度业绩，包括百思买、伯灵顿商店、迪克体育用品、美元树和盖普。</blockquote></p><p> Friday will bring one of the busiest shopping days of the year and the traditional kick off for holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year.</p><p><blockquote>周五将是一年中最繁忙的购物日之一，也是假日购物季的传统开始。全国零售联合会估计，今年11月和12月，美国消费者将花费创纪录的8510亿美元，比去年增长9.5%。</blockquote></p><p> Non-retail highlights on the earnings calendar next week include&nbsp;Zoom Video Communications on Monday,Xpeng,Xiaomi Corporation,Autodesk,Dell Technologies,and&nbsp;VMware&nbsp;on Tuesday, Deere&nbsp;on Wednesday&nbsp;and&nbsp;Pinduoduo,Meituan and RLX Technology&nbsp;on Friday.</p><p><blockquote>下周财报日历上的非零售亮点包括周一的Zoom Video通信、周二的小鹏汽车、小米公司、欧特克、戴尔科技和 VMware、周三的Deere以及周五的拼多多、美团和RLX科技。</blockquote></p><p> The National Association of Realtors reports existing-home sales for October on Monday. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September.</p><p><blockquote>全国房地产经纪人协会周一报告了10月份的现房销售情况。普遍估计，经季节性调整后的年销量为 619 万套，比 9 月份减少 10 万套。</blockquote></p><p> On Tuesday,IHS Markit&nbsp;releases both the manufacturing and services purchasing managers’ indexes for November. Expectations are for a 59.5 reading for the manufacturing PMI and 59 for the services PMI.</p><p><blockquote>本周二，IHS Markit 将发布 11 月份制造业和服务业采购经理人指数。制造业 PMI 预计为 59.5，服务业 PMI 预计为 59。</blockquote></p><p> On Wednesday, the Federal Open Market Committee releases minutes from its early-November monetary-policy meeting. The U.S. Census Bureau also releases the durable-goods report for October, while the U.S. Bureau of Economic Analysis reports personal income and spending for October.</p><p><blockquote>周三，联邦公开市场委员会发布了 11 月初货币政策会议纪要。美国人口普查局还发布了10月份耐用品报告，而美国经济分析局则报告了10月份的个人收入和支出。</blockquote></p><p> U.S. bourses and fixed-income markets will be closed on Thursday for Thanksgiving. On Friday, the Nasdaq and New York Stock Exchange end trading at 1 p.m., while the bond market closes at 2 p.m.</p><p><blockquote>美国股市和固定收益市场将于周四因感恩节休市。周五，纳斯达克和纽约证券交易所下午1点结束交易，而债券市场下午2点收盘。</blockquote></p><p> Agilent Technologies,Keysight Technologies,and Zoom Video Communications release quarterly results.</p><p><blockquote>安捷伦科技、是德科技和Zoom Video通信发布季度业绩。</blockquote></p><p> <b>The National Association</b> of Realtors reports existing-home sales for October. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September. Existing-home sales hit their post-financial-crisis peak at 6.73 million last October and have fallen for much of this year, partly due to supply constraints, especially at the lower-price end of the housing market.</p><p><blockquote><b>全国协会</b>房地产经纪人报告了10月份的现房销售情况。普遍估计，经季节性调整后的年销量为 619 万套，比 9 月份减少 10 万套。去年 10 月，成屋销售量达到金融危机后的峰值 673 万套，今年大部分时间都在下降，部分原因是供应限制，尤其是房地产市场的低价端。</blockquote></p><p> Analog Devices,Autodesk, Best Buy, Burlington Stores, Dell Technologies, Dick’s Sporting Goods, Dollar Tree, Gap,HPInc.,J.M. Smucker, Jacobs Engineering Group,Medtronic,and VMware report earnings.</p><p><blockquote>Analog Devices、Autodesk、Best Buy、Burlington Stores、Dell Technologies、Dick's Sporting Goods、Dollar Tree、Gap、HPInc、JMSmucker、Jacobs Engineering Group、Medtronic 和 VMware 报告收益。</blockquote></p><p> <b>IHS Markit releases</b> both the Manufacturing and Services Purchasing Managers’ indexes for November. Expectations are for a 59.5 reading for the Manufacturing PMI and 59 for the Services PMI. Both figures are slightly more than the October data. Both indexes are off their peaks from earlier this year, but higher than their levels from a year ago.</p><p><blockquote><b>IHS Markit 发布</b>11 月份制造业和服务业采购经理人指数。制造业 PMI 预计为 59.5，服务业 PMI 预计为 59。这两个数字都略高于10月份的数据。这两个指数都偏离了今年早些时候的峰值，但高于一年前的水平。</blockquote></p><p> <b>The BEA reports</b> its second estimate of third-quarter gross domestic product. Economists forecast a 2.2% annualized rate of growth, higher than the BEA’s preliminary estimate of 2% from late October.</p><p><blockquote><b>东亚银行报告</b>其对第三季度国内生产总值的第二次估计。经济学家预测年增长率为 2.2%，高于东亚银行 10 月底 2% 的初步估计。</blockquote></p><p> Deere reports fiscal fourth-quarter 2021 results.</p><p><blockquote>Deere公布 2021 年第四季度财报。</blockquote></p><p> <b>The Federal Open Market</b> Committee releases minutes from its early-November monetary-policy meeting.</p><p><blockquote><b>联邦公开市场</b>委员会发布 11 月初货币政策会议纪要。</blockquote></p><p> <b>The Census Bureau</b> releases the durable-goods report for October. Economists forecast a 0.2% month-over-month increase in new orders for manufactured durable goods, to $262 billion. Excluding transportation, new orders are seen rising 0.5%, matching the September gain.</p><p><blockquote><b>人口普查局</b>发布10月份耐用品报告。经济学家预测，耐用品制成品新订单环比增长 0.2%，达到 2620 亿美元。不包括运输，新订单增长 0.5%，与 9 月份的涨幅持平。</blockquote></p><p> <b>The BEA reports</b> personal income and spending for October. The consensus call is for a 0.4% monthly increase in income after a 1% decline in September. Personal spending is expected to rise 1%, month over month, a faster clip than September’s 0.6% gain.</p><p><blockquote><b>东亚银行报告</b>10月份个人收入和支出。普遍的看涨期权是，继 9 月份下降 1% 之后，收入每月增长 0.4%。个人支出预计将环比增长 1%，增幅快于 9 月份 0.6%。</blockquote></p><p> <b>U.S. bourses</b> and fixed-income markets are closed in observance of Thanksgiving.</p><p><blockquote><b>美国股市</b>固定收益市场因感恩节休市。</blockquote></p><p> <b>It’s Black Friday</b>, one of the busiest shopping days of the year and the traditional kickoff to the holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year. U.S. exchanges have a shortened trading session on the day after Thanksgiving. The Nasdaq and New York Stock Exchange end trading at 1 p.m., and the bond market closes at 2 p.m.</p><p><blockquote><b>今天是黑色星期五</b>这是一年中最繁忙的购物日之一，也是假日购物季的传统开始。全国零售联合会估计，今年11月和12月，美国消费者将花费创纪录的8510亿美元，比去年增长9.5%。美国交易所在感恩节后的第二天缩短了交易时段。纳斯达克和纽约证券交易所下午1点结束交易，债券市场下午2点收盘。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/best-buy-zoom-dell-deere-and-other-stocks-for-investors-to-watch-this-week-51637524800?mod=hp_LEAD_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":{".SPX":"S&P 500 Index","BBY":"百思买","DE":"迪尔股份有限公司",".DJI":"道琼斯","DELL":"戴尔",".IXIC":"NASDAQ Composite","ZM":"Zoom"},"source_url":"https://www.barrons.com/articles/best-buy-zoom-dell-deere-and-other-stocks-for-investors-to-watch-this-week-51637524800?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153786917","content_text":"The tail end of third-quarter earnings season will bring more results from major retailers next week, just as shoppers prepare for Black Friday. On Tuesday, investors will get quarterly results from some of retail’s biggest names, including Best Buy,Burlington Stores,Dick’s Sporting Goods,Dollar Tree,and Gap.\nFriday will bring one of the busiest shopping days of the year and the traditional kick off for holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year.\nNon-retail highlights on the earnings calendar next week include Zoom Video Communications on Monday,Xpeng,Xiaomi Corporation,Autodesk,Dell Technologies,and VMware on Tuesday, Deere on Wednesday and Pinduoduo,Meituan and RLX Technology on Friday.\nThe National Association of Realtors reports existing-home sales for October on Monday. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September.\nOn Tuesday,IHS Markit releases both the manufacturing and services purchasing managers’ indexes for November. Expectations are for a 59.5 reading for the manufacturing PMI and 59 for the services PMI.\nOn Wednesday, the Federal Open Market Committee releases minutes from its early-November monetary-policy meeting. The U.S. Census Bureau also releases the durable-goods report for October, while the U.S. Bureau of Economic Analysis reports personal income and spending for October.\nU.S. bourses and fixed-income markets will be closed on Thursday for Thanksgiving. On Friday, the Nasdaq and New York Stock Exchange end trading at 1 p.m., while the bond market closes at 2 p.m.\nAgilent Technologies,Keysight Technologies,and Zoom Video Communications release quarterly results.\nThe National Association of Realtors reports existing-home sales for October. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September. Existing-home sales hit their post-financial-crisis peak at 6.73 million last October and have fallen for much of this year, partly due to supply constraints, especially at the lower-price end of the housing market.\nAnalog Devices,Autodesk, Best Buy, Burlington Stores, Dell Technologies, Dick’s Sporting Goods, Dollar Tree, Gap,HPInc.,J.M. Smucker, Jacobs Engineering Group,Medtronic,and VMware report earnings.\nIHS Markit releases both the Manufacturing and Services Purchasing Managers’ indexes for November. Expectations are for a 59.5 reading for the Manufacturing PMI and 59 for the Services PMI. Both figures are slightly more than the October data. Both indexes are off their peaks from earlier this year, but higher than their levels from a year ago.\nThe BEA reports its second estimate of third-quarter gross domestic product. Economists forecast a 2.2% annualized rate of growth, higher than the BEA’s preliminary estimate of 2% from late October.\nDeere reports fiscal fourth-quarter 2021 results.\nThe Federal Open Market Committee releases minutes from its early-November monetary-policy meeting.\nThe Census Bureau releases the durable-goods report for October. Economists forecast a 0.2% month-over-month increase in new orders for manufactured durable goods, to $262 billion. Excluding transportation, new orders are seen rising 0.5%, matching the September gain.\nThe BEA reports personal income and spending for October. The consensus call is for a 0.4% monthly increase in income after a 1% decline in September. Personal spending is expected to rise 1%, month over month, a faster clip than September’s 0.6% gain.\nU.S. bourses and fixed-income markets are closed in observance of Thanksgiving.\nIt’s Black Friday, one of the busiest shopping days of the year and the traditional kickoff to the holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year. U.S. exchanges have a shortened trading session on the day after Thanksgiving. The Nasdaq and New York Stock Exchange end trading at 1 p.m., and the bond market closes at 2 p.m.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,"DE":0.9,".SPX":0.9,"ZM":0.9,"DELL":0.9,"BBY":0.9}},"isVote":1,"tweetType":1,"viewCount":869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693335129,"gmtCreate":1639969404837,"gmtModify":1639969405657,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581244873474125","idStr":"3581244873474125"},"themes":[],"title":"","htmlText":"Please like and comment. Thanks","listText":"Please like and comment. Thanks","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/693335129","repostId":"1183475424","repostType":4,"repost":{"id":"1183475424","kind":"news","pubTimestamp":1639967829,"share":"https://www.laohunote.com/m/news/1183475424?lang=zh_CN&edition=full","pubTime":"2021-12-20 10:37","market":"us","language":"en","title":"Apple Stock: The Strongest Shield Against Rate Hikes<blockquote>苹果股票：抵御加息的最强盾牌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1183475424","media":"Seeking Alpha","summary":"Summary\n\nWith inflation running its hottest course in 40 years, the Federal Reserve has decided to a","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>With inflation running its hottest course in 40 years, the Federal Reserve has decided to accelerate the stimulus tapering schedule and prepare for raising interest rates as early as March.</li>  <li>While rate hikes have historically deterred investors from growth stocks due to concerns over eroding valuation prospects, the Apple stock has remained largely resilient.</li>  <li>Apple is expected to realize additional upsides ahead, sustained by robust demand for its existing offerings and new opportunities arising from nascent technologies like AR/VR and autonomous vehicles.</li>  <li>Its strong net cash position also provides sufficient dry powder to fund additional growth in coming years without incurring additional costs of capital amidst rising interest rates.</li>  <li>As such, Apple's bullish thesis remains intact as it approaches a $3 trillion valuation, despite broader market valuation risks ahead.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdf73ac36a98ce54b343c7e6b613f4d9\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>guvendemir/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>随着通胀处于40年来最热的阶段，美联储决定加快刺激缩减时间表，并准备最早在3月份加息。</li><li>尽管由于担心估值前景恶化，加息历来会阻止投资者购买成长型股票，但苹果股票在很大程度上仍然具有弹性。</li><li>在对其现有产品的强劲需求以及 AR/VR 和自动驾驶汽车等新兴技术带来的新机遇的支持下，苹果预计将在未来实现额外的上涨空间。</li><li>其强劲的净现金状况也提供了足够的干粉来为未来几年的额外增长提供资金，而不会在利率上升的情况下产生额外的资本成本。</li><li>因此，尽管未来存在更广泛的市场估值风险，但苹果的看涨论点在其估值接近 3 万亿美元时仍然完好无损。</li></ul><p class=\"t-img-caption\"><span>guvendemir/iStock 未通过 Getty Images 发布</span></p></blockquote></p><p> As one of the world’s best performing stocks, Apple(NASDAQ:AAPL)&nbsp;has gained close to 40% this year. The stock, which last peaked at $182.13 not too long ago, is currently less than 7% from being the first U.S. publicly listed company to reach a $3 trillion market value and single-handedly accounts for about 15% of the tech-heavy Nasdaq 100’s performance. Apple’s market value has grown by&nbsp;more than 220x&nbsp;since the late 1990s, buoyed by the company’s continuous ability to capture robust demand for its innovative portfolio of products and services.</p><p><blockquote>作为全球表现最好的股票之一，苹果（纳斯达克股票代码：AAPL）今年上涨了近 40%。该股不久前曾触及 182.13 美元的最高点，目前距离成为第一家市值达到 3 万亿美元的美国上市公司还不到 7%，单枪匹马就占据了以科技股为主的纳斯达克 100 指数业绩的约 15%。自 20 世纪 90 年代末以来，苹果的市值增长了 220 多倍，这得益于该公司持续能够抓住对其创新产品和服务组合的强劲需求。</blockquote></p><p> And Apple’s strong fundamentals are expected to help the stock defy adverse impacts from the imminent rate hikes beginning next year. With inflation running at its hottest in almost four decades, the Federal Reserve decided Wednesday that it will increase the pace at which it is dialing back on the $120 billion monthly bond repurchasing program from $15 billion per month, which began in November, to&nbsp;$30 billion per month. This would effectively conclude the stimulus program, put in place at the onset of the pandemic, coming March, rather than in&nbsp;July as initially planned. Rate hikes are expected to begin soon after to counter rising price pressures, with Federal Reserve Chair Jerome Powell affirming that the process will only begin after tapering ends and at a gradual pace. The latest dot plot indicates potential for the Federal Fund Rate to lift-off from near-zero beginning early 2022 with three quarter-point increases, plus another three in 2023 and two more in 2024. If materialized, the process would up the funds rate to 2.1% by 2024.</p><p><blockquote>苹果强劲的基本面有望帮助该股抵御明年开始即将加息带来的不利影响。随着通胀达到近四十年来的最高点，美联储周三决定加快每月 1200 亿美元债券回购计划的步伐，从 11 月开始的每月 150 亿美元降至每月 300 亿美元。这将有效地结束疫情爆发时实施的刺激计划，即明年3月，而不是最初计划的7月。加息预计将很快开始，以应对不断上升的价格压力，美联储主席杰罗姆·鲍威尔确认，这一过程只有在缩减规模结束后才会开始，并且步伐渐进。最新的点阵图表明，联邦基金利率有可能从 2022 年初的接近于零的水平上升，并上调三个四分之一点，2023 年再上调三个四分之一点，2024 年再上调两个。如果实现，到 2024 年，这一过程将把基金利率提高到 2.1%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ef3ca2d04c1b55a465e12bfae79890e\" tg-width=\"640\" tg-height=\"315\" width=\"100%\" height=\"auto\"><span>Source: Bloomberg</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：彭博社</span></p></blockquote></p><p> While rate hikes typically cause investors to turn risk averse due to concerns over&nbsp;faster erosion of value on future gains&nbsp;and stalled business growth due to rising costs of capital, especially for high-growth stocks, Apple gained close to 3% upon release of the Fed’s update on policy tightening. The stock closed at $179.30 on December 15th, nearing its peak of $182 on Monday. Apple’s rally, along with similar uptrends observed across other mega-cap tech stocks, accordingly drove intra-day gains of 2.4% for the Nasdaq 100 following the Federal Reserve’s update, indicating investors’ preference to park their money in companies with robust growth prospects to counter risks from the impending rate increases.</p><p><blockquote>虽然加息通常会导致投资者规避风险，因为他们担心未来收益的价值会更快地受到侵蚀，而且由于资本成本上升（尤其是高增长股票）导致业务增长停滞，但在美联储发布紧缩政策的最新消息后，苹果股市上涨了近3%。该股12月15日收于179.30美元，接近周一182美元的峰值。在美联储发布最新消息后，苹果的反弹以及其他大型科技股的类似上升趋势相应地推动了纳斯达克 100 指数盘中上涨 2.4%，这表明投资者更倾向于将资金投入增长前景强劲的公司，以应对即将加息带来的风险。</blockquote></p><p> With the coming holiday season a boon for Apple’s December-quarter sales, the stock’s valuation is expected to enter in the $3 trillion territory sooner than expected. Continued robust demand observed across Apple’s entire product line, generous share buy-backs, and additional revenue contributions expected within the foreseeable future resulting from new, cutting-edge products will also be key catalysts to support the company’s persistently strong fundamentals and keep the stock’s valuation above $3 trillion despite the impending rate hikes. Considering recent developments to the broader market and Apple’s growth prospects, we are raising our 12-month price target for the stock to $209.43.</p><p><blockquote>随着即将到来的假日季对苹果 12 月季度的销售额有利，该股估值预计将比预期更早进入 3 万亿美元大关。苹果整个产品线的持续强劲需求、慷慨的股票回购，以及预计在可预见的未来，新的尖端产品将带来额外的收入贡献，也将成为支撑公司持续强劲基本面的关键催化剂，并在即将加息的情况下将使股票估值保持在 3 万亿美元以上。考虑到大盘的近期发展和苹果的增长前景，我们将该股的 12 个月目标价上调至 209.43 美元。</blockquote></p><p> <b>FY 2021 Overview and Recap of Fundamental Prospects</b></p><p><blockquote><b>2021财年概述及基本前景回顾</b></blockquote></p><p></p><p> Fiscal 2021 was a big year for Apple. The company’s revenues for the year grew 33% from fiscal 2020 to $366 billion, despite on-and-off store closures resulting from recurring coronavirus outbreaks and supply chain constraints that have led to more than $9 billion in lost sales. Every product and service segment achieved record-setting revenues with more than 20% growth from previous year results. Much of the year’s success were attributable to a series of new product launches and feature upgrades. The most notable of which included the 5G-enabled family of iPhone 12s and iPhone 13s, as well as the M1-powered MacBook Pro and iPad Pro.</p><p><blockquote>2021财年对苹果来说是重要的一年。尽管冠状病毒反复爆发和供应链限制导致门店断断续续关闭，导致销售额损失超过 90 亿美元，但该公司全年的收入比 2020 财年增长了 33%，达到 3660 亿美元。每个产品和服务部门都实现了创纪录的收入，比上一年的业绩增长了20%以上。今年的成功很大程度上归功于一系列新产品的发布和功能的升级。其中最引人注目的包括支持5G的iPhone 12s和iPhone 13s系列，以及支持M1的MacBook Pro和iPad Pro。</blockquote></p><p> <b>Key Developments in Products</b></p><p><blockquote><b>产品的主要发展</b></blockquote></p><p> iPhone sales grew by 39% this year, the most amongst other segments, and drove more than half of Apple’s fiscal 2021 revenues. The results were a stark contrast to last year’s slump in demand for the mobile device when consumers braced for pandemic-driven economic uncertainties. iPhone sales are expected to remain robust in coming years as global 5G device upgrades continue to gather pace. The likely launch of a more affordable 5G-enabled iPhone SE in 2022 is also expected to further Apple’s market share gains by&nbsp;attracting switchers&nbsp;from “more than a billion non-premium Android users”, and drive the active installed base to another all-time high. The anticipated momentum is further corroborated by iPhone sales patterns observed in recent quarters following the launch of 5G-enabled iPhone 12s and iPhone 13s, where the number of upgraders and switchers grew by&nbsp;strong double digits. Apple’s strong ties with cell-phone carriers is also expected to drive meaningful iPhone sales contributions in coming years. Reputable wireless carriers in the U.S. like&nbsp;Verizon&nbsp;and&nbsp;AT&amp;T&nbsp;have already been keen on promoting the sale of 5G-enabled devices like the iPhone 12 and iPhone 13 to encourage migration to the 5G network that they have spent billions of dollars on building across the nation. Telecom companies around the world are expected to spend&nbsp;more than $700 billion&nbsp;over the next five years on building-out the 5G network, underscoring significant additional growth opportunities ahead for the iPhone segment as carriers push for the strongest multiyear upgrade cycle in a decade to recoup their investments.</p><p><blockquote>iPhone 今年的销量增长了 39%，是其他细分市场中增长最快的，并贡献了苹果 2021 财年一半以上的收入。这一结果与去年移动设备需求的下滑形成了鲜明对比，当时消费者正在为大流行病带来的经济不确定性做好准备。随着全球5G设备升级步伐不断加快，iPhone销售预计将在未来几年保持强劲。2022 年可能会推出更实惠的支持 5G 的 iPhone SE，这也将吸引 “超过 10 亿非高端安卓用户 ”的转换用户，从而进一步扩大苹果的市场份额，并将活跃安装基数推向历史新高。在支持 5G 的 iPhone 12s 和 iPhone 13s 推出后，最近几个季度观察到的 iPhone 销售模式进一步证实了预期的势头，升级和切换用户的数量强劲增长了两位数。苹果与手机运营商的紧密联系预计也将在未来几年推动 iPhone 的销售贡献。威瑞森和美国电话电报公司等美国知名无线运营商已经热衷于促进iPhone 12和iPhone 13等支持5G的设备的销售，以鼓励向他们花费数十亿美元在全国范围内建设的5G网络迁移。预计全球电信公司将在未来五年内花费超过7000亿美元建设5G网络，这凸显了随着运营商推动十年来最强劲的多年升级周期以收回投资，iPhone领域未来的巨大增长机会。</blockquote></p><p> Mac and iPad sales also grew significantly in fiscal 2021, reaching record revenues of $35.2 billion and $31.9 billion, respectively. Following the introduction of the&nbsp;all-new M1-powered iMac&nbsp;earlier this year, Apple also unveiled the&nbsp;reimagined M1-Pro / M1-Max powered MacBook Pro&nbsp;in October. The custom M1 processors made the newest MacBook “better than any Intel-based device for nearly every productivity use case outside of gaming”. This accordingly drove incredible demand for the portable workstation from a diverse group of consumers, ranging from professional creators and photographers to corporate users and students. The company is estimated to have shipped&nbsp;over 3.2 million units&nbsp;of Mac products during the September quarter, which drove record-setting revenues for the segment, while boosting its rank in global PC sales to fourth place amongst other vendors. The introduction of M1-processors in Apple’s computing products also bolstered its position in capitalizing on the surge in global demand for PCs and multi-purpose tablets by allowing the company to build devices with innovative features that can be seamlessly integrated across its ecosystem of peripheral accessories and services to draw adjacent revenues. With accelerated adoption of hybrid work and study arrangements in the post-pandemic era, global demand for portable workstations like PCs and multi-purpose tablets are expected to remain elevated in coming years – the sectors are expected to grow into a&nbsp;$224.3 billion&nbsp;and$600 billion&nbsp;market, respectively, by 2025, which makes favorable trends for Apple’s Mac and iPad segments.</p><p><blockquote>Mac 和 iPad 销量在 2021 财年也大幅增长，收入分别达到创纪录的 352 亿美元和 319 亿美元。继今年早些时候推出全新M1驱动的iMac后，苹果还在10月份推出了重新设计的M1-Pro/M1-Max驱动的MacBook Pro。定制的 M1 处理器使最新的 MacBook “在游戏以外的几乎所有生产力用例上都优于任何基于英特尔的设备”。这相应地推动了不同消费者群体对便携式工作站的巨大需求，从专业创作者和摄影师到企业用户和学生。据估计，该公司在 9 月份季度的 Mac 产品出货量超过 320 万台，推动了该部门创纪录的收入，同时将其在全球 PC 销量中的排名提升至其他供应商的第四位。在苹果的计算产品中引入 M1 处理器也巩固了其在利用全球对 PC 和多功能平板电脑需求激增的优势方面的地位，使该公司能够制造具有创新功能的设备，这些设备可以在其外围配件和服务生态系统中无缝集成，从而吸引相关收入。随着后大流行病时代混合工作和学习安排的加速采用，预计未来几年全球对个人电脑和多功能平板电脑等便携式工作站的需求将保持高位--到 2025 年，这两个行业的市场预计将分别增长到 2,243 亿美元和 6,000 亿美元，这将为苹果的 Mac 和 iPad 细分市场带来有利趋势。</blockquote></p><p> Recent speculations on Apple’s intentions to&nbsp;strengthen its in-house chip development capacity&nbsp;will likely further the advancement of its technologies offered in coming years and draw additional demand to its products. The company is currently looking for engineers to build-out its capacity in the development of “wireless radios, radio-frequency integrated circuits, and a wireless system-on-chip (“SoC”)”, as well as “semiconductors for connecting Bluetooth and Wi-Fi”. These developments are expected to further enhance seamless integration across Apple’s devices and increase stickiness to its ecosystem of product and service offerings, making its chip unit one of the company’s “most prized assets”.</p><p><blockquote>最近有猜测称，苹果有意加强其内部芯片开发能力，这可能会在未来几年进一步推动其技术的进步，并吸引对其产品的更多需求。该公司目前正在寻找工程师，以增强其在 “无线收音机、射频集成电路和无线片上系统（“SoC”）”以及 “用于连接蓝牙和 Wi-Fi 的半导体”方面的开发能力。这些发展有望进一步增强苹果设备之间的无缝集成，并增加其产品和服务生态系统的粘性，使其芯片部门成为公司 “最宝贵的资产 ”之一。</blockquote></p><p> <b>Key Developments in Services</b></p><p><blockquote><b>服务的主要发展</b></blockquote></p><p></p><p> On the services front, a strong subscriber base had enabled the segment to hit record-setting revenues of more than $68.4 billion in fiscal 2021, up 27% from the prior year. To date, Apple has garnered more than 745 million paid subscribers across its high-margin service offerings, representing a five-fold increase over the last five years. Apple’s increasing push for a subscription-based business model across its wide variety of service platforms, ranging from Apple Music to iCloud storage solutions, paired with attractive new offerings that address key consumer trends in recent years have been a key driver to the company’s fast-expanding margins. New exciting add-on features introduced for existing service platforms include&nbsp;Spatial Audio and Lossless Audiofor Apple Music and the&nbsp;Apple Music Voice Plan. The new subscription-based offerings are expected to further Apple’s reach to adjacent opportunities stemming from increasing global usage of smartphones, laptops and other advanced home electronic products – for instance, the global music streaming market is expected to expand at a CAGR of 16% towards a&nbsp;projected value of $61 billion&nbsp;over the next five years, underscoring significant growth headroom for Apple Music. And Apple’s latest introduction of the&nbsp;Apple One bundle&nbsp;is expected to be a key contributor to furthering service segment sales in coming years by attracting new users to pay for subscription services that they otherwise would not have had it not been for the bundle discounts.</p><p><blockquote>在服务方面，强大的用户群使该部门在 2021 财年的收入创下了超过 684 亿美元的纪录，比上一年增长了 27%。迄今为止，苹果通过其高利润服务产品获得了超过 7.45 亿付费用户，比过去五年增长了五倍。苹果在其从苹果音乐到 iCloud 存储解决方案等各种服务平台上不断推行基于订阅的商业模式，再加上近年来针对主要消费趋势的有吸引力的新产品，一直是该公司利润率快速增长的关键驱动力。为现有服务平台引入的令人兴奋的新附加功能包括苹果音乐的空间音频和无损音频以及苹果音乐语音计划。新的基于订阅的产品有望进一步扩大苹果对智能手机、笔记本电脑和其他先进家用电子产品全球使用量不断增加所带来的邻近机遇的影响力--例如，全球音乐流媒体市场预计将在未来五年内以 16% 的复合年增长率扩大，预计价值将达到 610 亿美元，这凸显了苹果音乐的巨大增长空间。苹果最新推出的苹果 One 捆绑包预计将在未来几年吸引新用户为订阅服务付费，而如果不是捆绑包折扣，他们是不会购买这些服务的。</blockquote></p><p> Continued growth in market demand for mobile applications will also be a boon to Apple’s fast-growing services segment. The global market for mobile applications is expected to grow at a CAGR of 18.4% and reach a market value of&nbsp;more than $400 billion&nbsp;over the next five years. With AAPL hosting&nbsp;one of the largest and most used app stores&nbsp;in the world, it would be reasonable to assume that related revenues would grow at a similar pace. Despite&nbsp;mounting global regulatory scrutiny&nbsp;over Apple’s alleged antitrust violations with its App Store – the most notable of which stemming from an ongoing&nbsp;legal battle with Epic Games– the company’s continued focus on ensuring user privacy, security, and ease of transactions might have saved the day. According to a survey of 4,000 Apple product users performed by Morgan Stanley across the U.S. and China, most have indicated loyalty to Apple’s App store due to the “value of security, privacy and ease of transactions” provided, despite developers pushing for rights to transact outside of Apple’s ecosystem. Apple’s recent success in&nbsp;delaying App Store changes&nbsp;ordered by U.S. District Judge Yvonne Gonzalez Rogers in&nbsp;September&nbsp;as part of a year-long lawsuit brought against by Epic Games is another sign of the App Store’s continued strength. The company has argued that the court-mandated order to allow App Store users to “buy directly from developers on the web” would be a threat to the security of their privacy.</p><p><blockquote>移动应用市场需求的持续增长也将有利于苹果快速增长的服务部门。全球移动应用市场预计将以18.4%的CAGR增长，未来五年市值将超过4000亿美元。由于 AAPL 拥有世界上最大、使用最广泛的应用商店之一，因此可以合理地假设相关收入将以类似的速度增长。尽管全球监管机构对苹果的 App Store 涉嫌违反反垄断规定的审查越来越多--其中最引人注目的是与 Epic Games 正在进行的法律诉讼--但该公司继续专注于确保用户隐私、安全和交易便利性可能已经挽救了局面。根据摩根士丹利在美国和中国大陆对 4000 名苹果产品用户进行的调查，大多数人对苹果的应用商店表示忠诚，因为该商店提供了 “安全、隐私和易于交易的价值”，尽管开发者正在推动在苹果生态系统之外进行交易。苹果最近成功推迟了美国地区法官伊冯娜-冈萨雷斯-罗杰斯（Yvonne Gonzalez Rogers）9 月份下令对 App Store 进行的更改，这是 Epic Games 对其提起长达一年的诉讼的一部分，这也是 App Store 持续强大的又一迹象。该公司辩称，法院下令允许 App Store 用户 “直接从网络上的开发者那里购买 ”，这将对他们的隐私安全构成威胁。</blockquote></p><p> Currently, developers are fighting for their rights to have app users transact outside of Apple’s ecosystem, which charges developers a hefty commission fee of up to 30% on all purchases. As Apple continues with its appeal of the ruling, the ultimate court decision on whether App Store changes would need to be implemented could take at least another year. But even with an unfavorable ruling, where Apple would have to allow developers to redirect users to payments outside of its ecosystem and/or lower its in-app purchase commission rate, App Store revenues are only expected to decrease by&nbsp;at most $4 billion per year&nbsp;which will not place a material impact on its valuation prospects. The actual quantified impact might even be less than what the market has forecasted, considering the value that App Store users have ascribed to the level of security and convenience that Apple has offered through the platform.</p><p><blockquote>目前，开发者正在争取让应用程序用户在苹果生态系统之外进行交易的权利，该生态系统向开发者收取高达 30% 的高额佣金。随着苹果继续对该裁决提出上诉，法院关于是否需要实施 App Store 变更的最终裁决可能至少还需要一年时间。但即使做出不利的裁决，苹果将不得不允许开发者将用户重定向到其生态系统之外的支付和/或降低其应用内购买佣金率，App Store的收入预计每年最多也只会减少40亿美元，这不会对其估值前景产生重大影响。考虑到 App Store 用户对苹果通过该平台提供的安全性和便利性水平的重视，实际量化影响甚至可能低于市场预测。</blockquote></p><p> <b>Key Catalysts Ahead</b></p><p><blockquote><b>未来的关键催化剂</b></blockquote></p><p></p><p> Apple is undoubtedly a key gateway to bringing emerging technologies to the mainstream due to its massive installed base of devices and related service platform users. And because of this, the highly anticipated launch of cutting-edge products like AR/VR headsets and autonomous vehicles in coming years will likely catapult the stock to new heights. The pioneer of disruptive consumer electronics and devices is expected to launch a&nbsp;VR headset and AR glasses&nbsp;by early 2023, a nascent technology that has been picking up steam in recent months with increasing talks of the metaverse. Similar to most VR headsets already available in the market, Apple’s will feature a 3D display to enable an immersive environment for a variety of activities from gaming to communicating. The differentiating factor will be the company’s plans to implement best-in-class graphics chips in the device to facilitate ultra-high-resolution displays. The impending VR headset will ultimately lay the foundation for its AR glasses, which Apple expects to be the “larger opportunity”.</p><p><blockquote>由于其庞大的设备安装基数和相关服务平台用户，苹果无疑是将新兴技术带入主流的关键门户。正因为如此，未来几年备受期待的AR/VR耳机和自动驾驶汽车等尖端产品的推出可能会将该股推向新的高度。这家颠覆性消费电子产品和设备的先驱预计将于 2023 年初推出 VR 耳机和 AR 眼镜，这项新兴技术近几个月来随着有关元宇宙的讨论越来越多，势头强劲。与市场上已有的大多数 VR 头显类似，苹果的 VR 头显将采用 3D 显示屏，为从游戏到交流等各种活动提供身临其境的环境。该公司计划在设备中采用一流的图形芯片，以实现超高分辨率显示屏。即将推出的 VR 头显最终将为其 AR 眼镜奠定基础，苹果预计这将是 “更大的机会”。</blockquote></p><p> Over the next five years, opportunities pertaining to the metaverse are expected to blossom into an&nbsp;$800 billion market. Related software and service sales are expected to drive more than 70% of the projected addressable market, while the remainder will likely be driven by hardware sales. This makes strong tailwinds for Apple, which does not only stand to capitalize on growing metaverse opportunities through the sale of its impending AR/VR headset, but also adjacent revenues pertaining to the usage of related apps, software and service platforms.</p><p><blockquote>未来五年，与元宇宙相关的机会预计将发展成为一个价值 8000 亿美元的市场。相关软件和服务销售预计将推动预计潜在市场的 70% 以上，而其余部分可能由硬件销售推动。这为苹果带来了强劲的推动力，该公司不仅可以通过销售即将推出的 AR/VR 耳机来利用不断增长的元宇宙机会，还可以利用与使用相关应用程序、软件和服务平台相关的相关收入。</blockquote></p><p> Speculations on Apple’s ongoing development of&nbsp;a self-driving electric car&nbsp;is also expected to materialize into meaningful upsides for the stock within the foreseeable future. The company is now planning to launch the new product category by 2025, at which time the global autonomous vehicle market is expected to reach a value of&nbsp;more than $200 billion. The eventual car will likely feature homages to its existing product portfolio, like an “iPad-like touch screen” infotainment system. And on the technology front, Apple is believed to have completed the development of a custom silicon for powering the vehicle’s autonomous driving capabilities. The newest chips will soon be implemented into its existing fleet of retrofitted SUVs for testing in California according to the state’s DMV, a sign that the impending launch is near.</p><p><blockquote>在可预见的未来，关于苹果正在开发自动驾驶电动汽车的猜测也有望为该股带来有意义的上涨空间。该公司目前计划在2025年前推出新产品类别，届时全球自动驾驶汽车市场价值预计将超过2000亿美元。最终推出的汽车很可能会向其现有的产品组合致敬，比如 “类似 iPad 的触摸屏 ”信息娱乐系统。在技术方面，据信苹果已经完成了为汽车自动驾驶功能提供动力的定制硅的开发。据加州车管所称，最新芯片将很快应用于其现有的改装 SUV 车队，以便在加州进行测试，这表明即将推出的芯片即将到来。</blockquote></p><p> While Apple’s current market value may already be reflective of “consistent material revenue contributions from new products and services over time”, additional upsides from the above-mentioned new product category launches are still missing. But this will likely change within the next 12 months as the impending launch of an Apple AR/VR device draws near. Near-term projections on early AR/VR device sales are expected to boost Apple’s valuation by&nbsp;at least $150 billion. And over time when metaverse trends continue to gain mainstream traction, Apple is expected to generate more than $200 billion in annual revenues from the AR/VR segment, which could add another 15% on top of its current market value.</p><p><blockquote>虽然苹果目前的市值可能已经反映了 “随着时间的推移，新产品和服务对收入的持续贡献”，但上述新产品类别的推出仍未带来额外的好处。但随着苹果AR/VR设备即将推出，这种情况可能会在未来12个月内发生变化。对早期 AR/VR 设备销售的近期预测预计将使苹果的估值至少提高 1500 亿美元。随着时间的推移，随着元宇宙趋势继续获得主流牵引力，苹果预计将从 AR/VR 领域产生超过 2000 亿美元的年收入，这可能会在其当前市值的基础上再增加 15%。</blockquote></p><p> <b>Valuation Prospects and Potential Impacts from the Impending Rate Increases</b></p><p><blockquote><b>即将加息的估值前景和潜在影响</b></blockquote></p><p> Adjusting our most recent forecast for Apple’s fiscal 2021 year-end results and December-quarter guidance, our base case projection estimates total net sales of $439.3 billion by the end of fiscal 2022, with further growth towards $668.5 billion by fiscal 2026. The growth assumptions applied across segment revenues in our forecast remains largely unchanged from our&nbsp;most recent analysis&nbsp;on the stock, with additional consideration for management’s near-term outlook on supply constraint impacts and the impending rate hikes. Specifically, lost revenues of $9 billion (i.e. approximately $3 billion during June-quarter and $6 billion during September-quarter) attributable to industry-wide chip shortages and pandemic-driven manufacturing delays during the second half of fiscal 2021 is expected to worsen into the first half of fiscal 2022. While there have been observed improvements to supply chain challenges, continuously robust demand for Apple products is what will drive a higher volume of lost sales in coming quarters. Nonetheless, Apple remains well-positioned for strong fundamentals ahead, which will help to alleviate some of investors’ concerns on valuation due to impending rate hikes.</p><p><blockquote>调整我们对苹果 2021 财年年终业绩和 12 月份季度指引的最新预测后，我们的基本案例预测预计到 2022 财年末，净销售总额将达到 4393 亿美元，到 2026 财年将进一步增长至 6685 亿美元。在我们的预测中，各部门收入的增长假设与我们最近对该股的分析基本保持不变，但还额外考虑了管理层对供应紧张影响和即将加息的近期展望。具体来说，2021 财年下半年全行业芯片短缺和大流行导致的制造延误造成的 90 亿美元收入损失（即 6 月份季度约 30 亿美元，9 月份季度约 60 亿美元）预计将恶化到 2022 财年上半年。虽然供应链挑战有所改善，但对苹果产品的持续强劲需求将推动未来几个季度销售额的增加。尽管如此，苹果未来的基本面依然强劲，这将有助于缓解投资者因即将加息而对估值的一些担忧。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b5aa95136cfca6f95b962ea36eadab74\" tg-width=\"640\" tg-height=\"257\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <i>i. Base Case Financial Projections:</i></p><p><blockquote><i>i. 基本情况财务预测：</i></blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6585b165abd25fab7d171dd944d05156\" tg-width=\"640\" tg-height=\"316\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal financial forecast (Apple_-_Forecasted_Financial_Information.pdf). Please refer here for further detail on material growth assumptions applied.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者，数据来自我们的内部财务预测（Apple_-_Forecasted_Financial_Information.pdf）。有关应用的重大增长假设的进一步详情，请参阅此处。</span></p></blockquote></p><p> Drawing on the above considerations, our 12-month price target for the Apple stock has been revised to $209.43. This represents upside potential of more than 22% based on the last traded price of $171.14 on December 17th.</p><p><blockquote>基于上述考虑，我们对苹果股票的 12 个月目标价已修正至 209.43 美元。根据 12 月 17 日最后交易价格 171.14 美元计算，这意味着超过 22% 的上涨潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e88e904b5b900fbcdf4541d856570e2d\" tg-width=\"640\" tg-height=\"230\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal valuation analysis.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者，数据来自我们的内部估值分析。</span></p></blockquote></p><p> The revised price target is derived using a discounted cash flow (“DCF”) analysis over a ten-year discrete period in conjunction with the financial projections updated for Apple’s recent developments as analyzed in earlier sections. Similar to our original valuation analysis, we have applied a WACC of 8% to discount Apple’s projected free cash flows. The discount function is reflective of the company’s risk profile, taking into consideration its current capital structure and strong balance sheet. Apple’s cost of capital for growth is not expected to change significantly as a result of the impending rate hikes, considering a large portion of its existing debt are fixed-rate notes. The company also boasts a consistently robust net cash position, in which management intends to deploy towards additional growth without having to incur incremental capital costs ahead of interest rate increases. This is expected to further cement investors’ confidence in the Apple stock, as they continue their “flight to quality” amidst fear of broader market pressure from rising interest rates.</p><p><blockquote>修订后的价格目标是使用十年离散期间的贴现现金流（“DCF”）分析，结合前面章节分析的苹果近期发展的最新财务预测得出的。与我们最初的估值分析类似，我们采用了 8% 的 WACC 来贴现苹果的预计自由现金流。考虑到公司目前的资本结构和稳健的资产负债表，贴现函数反映了公司的风险状况。考虑到苹果现有债务中有很大一部分是固定利率票据，预计其增长的资本成本不会因即将加息而发生重大变化。该公司还拥有持续强劲的净现金状况，管理层打算在利率上升之前部署额外增长，而不必承担额外的资本成本。预计这将进一步增强水泥投资者对苹果股票的信心，因为他们在担心利率上升会带来更广泛的市场压力的情况下，继续 “向优质方向飞奔”。</blockquote></p><p> The valuation analysis also assumes an exit multiple of 19.8x, which is consistent with current market expectations on Apple’s growth trajectory over the forecasted period. The applied exit multiple assumption could even improve further within the next 12 months, considering the impending launch of new product segments like AR/VR devices and autonomous vehicles, and offset any potential impacts from the upcoming increases to interest rates.</p><p><blockquote>估值分析还假设退出倍数为 19.8 倍，这与当前市场对苹果在预测期内增长轨迹的预期一致。考虑到AR/VR设备和自动驾驶汽车等新产品细分市场即将推出，所应用的退出倍数假设甚至可能在未来12个月内进一步改善，并抵消即将到来的加息带来的任何潜在影响。</blockquote></p><p> <i>i. Base Case Valuation Analysis:</i></p><p><blockquote><i>一、基本案例估值分析：</i></blockquote></p><p> <img src=\"https://static.tigerbbs.com/81f992ef8b2b59ea879f69a7b1e7ad52\" tg-width=\"640\" tg-height=\"300\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <i>ii. Sensitivity Analysis:</i></p><p><blockquote><i>ii.敏感性分析：</i></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da8b21dae04fd263929ab26bd8d83907\" tg-width=\"640\" tg-height=\"337\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal valuation analysis.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者，数据来自我们的内部估值分析。</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Based on the foregoing analysis, the anticipated addition of 175 to 200 basis points to the current near-zero Federal Fund Rate over the next two years is not expected to cause material adverse impacts to Apple’s performance from both a fundamental and valuation perspective. Robust global demand for Apple products and services, paired with new innovations are expected to further bolster the company’s fundamental growth prospects. This would accordingly bring additional improvements to Apple’s balance sheet, and further strengthen its position against downward valuation pressures from broader macro headwinds. In fact, increasing demand for quality growth stocks to counter risks resulting from the impending rate hikes might even fuel Apple’s valuation growth momentum. On these considerations, Apple remains one of the best-performing tech stocks to own given its robust uptrend to $3 trillion in the near-term despite impending rate hikes.</p><p><blockquote>根据上述分析，从基本面和估值角度来看，预计未来两年在目前接近于零的联邦基金利率基础上增加 175 至 200 个基点，预计不会对苹果的业绩造成重大不利影响。全球对苹果产品和服务的强劲需求，加上新的创新，预计将进一步提振公司的基本增长前景。因此，这将进一步改善苹果的资产负债表，并进一步加强其抵御更广泛宏观逆风带来的估值下行压力的地位。事实上，为应对即将加息带来的风险，对优质成长型股票的需求不断增加，甚至可能推动苹果的估值增长势头。出于这些考虑，尽管即将加息，但苹果仍然是表现最好的科技股之一，因为其近期仍呈现强劲上升趋势，达到 3 万亿美元。</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>Apple Stock: The Strongest Shield Against Rate Hikes<blockquote>苹果股票：抵御加息的最强盾牌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: The Strongest Shield Against Rate Hikes<blockquote>苹果股票：抵御加息的最强盾牌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-20 10:37</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>With inflation running its hottest course in 40 years, the Federal Reserve has decided to accelerate the stimulus tapering schedule and prepare for raising interest rates as early as March.</li>  <li>While rate hikes have historically deterred investors from growth stocks due to concerns over eroding valuation prospects, the Apple stock has remained largely resilient.</li>  <li>Apple is expected to realize additional upsides ahead, sustained by robust demand for its existing offerings and new opportunities arising from nascent technologies like AR/VR and autonomous vehicles.</li>  <li>Its strong net cash position also provides sufficient dry powder to fund additional growth in coming years without incurring additional costs of capital amidst rising interest rates.</li>  <li>As such, Apple's bullish thesis remains intact as it approaches a $3 trillion valuation, despite broader market valuation risks ahead.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdf73ac36a98ce54b343c7e6b613f4d9\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>guvendemir/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>随着通胀处于40年来最热的阶段，美联储决定加快刺激缩减时间表，并准备最早在3月份加息。</li><li>尽管由于担心估值前景恶化，加息历来会阻止投资者购买成长型股票，但苹果股票在很大程度上仍然具有弹性。</li><li>在对其现有产品的强劲需求以及 AR/VR 和自动驾驶汽车等新兴技术带来的新机遇的支持下，苹果预计将在未来实现额外的上涨空间。</li><li>其强劲的净现金状况也提供了足够的干粉来为未来几年的额外增长提供资金，而不会在利率上升的情况下产生额外的资本成本。</li><li>因此，尽管未来存在更广泛的市场估值风险，但苹果的看涨论点在其估值接近 3 万亿美元时仍然完好无损。</li></ul><p class=\"t-img-caption\"><span>guvendemir/iStock 未通过 Getty Images 发布</span></p></blockquote></p><p> As one of the world’s best performing stocks, Apple(NASDAQ:AAPL)&nbsp;has gained close to 40% this year. The stock, which last peaked at $182.13 not too long ago, is currently less than 7% from being the first U.S. publicly listed company to reach a $3 trillion market value and single-handedly accounts for about 15% of the tech-heavy Nasdaq 100’s performance. Apple’s market value has grown by&nbsp;more than 220x&nbsp;since the late 1990s, buoyed by the company’s continuous ability to capture robust demand for its innovative portfolio of products and services.</p><p><blockquote>作为全球表现最好的股票之一，苹果（纳斯达克股票代码：AAPL）今年上涨了近 40%。该股不久前曾触及 182.13 美元的最高点，目前距离成为第一家市值达到 3 万亿美元的美国上市公司还不到 7%，单枪匹马就占据了以科技股为主的纳斯达克 100 指数业绩的约 15%。自 20 世纪 90 年代末以来，苹果的市值增长了 220 多倍，这得益于该公司持续能够抓住对其创新产品和服务组合的强劲需求。</blockquote></p><p> And Apple’s strong fundamentals are expected to help the stock defy adverse impacts from the imminent rate hikes beginning next year. With inflation running at its hottest in almost four decades, the Federal Reserve decided Wednesday that it will increase the pace at which it is dialing back on the $120 billion monthly bond repurchasing program from $15 billion per month, which began in November, to&nbsp;$30 billion per month. This would effectively conclude the stimulus program, put in place at the onset of the pandemic, coming March, rather than in&nbsp;July as initially planned. Rate hikes are expected to begin soon after to counter rising price pressures, with Federal Reserve Chair Jerome Powell affirming that the process will only begin after tapering ends and at a gradual pace. The latest dot plot indicates potential for the Federal Fund Rate to lift-off from near-zero beginning early 2022 with three quarter-point increases, plus another three in 2023 and two more in 2024. If materialized, the process would up the funds rate to 2.1% by 2024.</p><p><blockquote>苹果强劲的基本面有望帮助该股抵御明年开始即将加息带来的不利影响。随着通胀达到近四十年来的最高点，美联储周三决定加快每月 1200 亿美元债券回购计划的步伐，从 11 月开始的每月 150 亿美元降至每月 300 亿美元。这将有效地结束疫情爆发时实施的刺激计划，即明年3月，而不是最初计划的7月。加息预计将很快开始，以应对不断上升的价格压力，美联储主席杰罗姆·鲍威尔确认，这一过程只有在缩减规模结束后才会开始，并且步伐渐进。最新的点阵图表明，联邦基金利率有可能从 2022 年初的接近于零的水平上升，并上调三个四分之一点，2023 年再上调三个四分之一点，2024 年再上调两个。如果实现，到 2024 年，这一过程将把基金利率提高到 2.1%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ef3ca2d04c1b55a465e12bfae79890e\" tg-width=\"640\" tg-height=\"315\" width=\"100%\" height=\"auto\"><span>Source: Bloomberg</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：彭博社</span></p></blockquote></p><p> While rate hikes typically cause investors to turn risk averse due to concerns over&nbsp;faster erosion of value on future gains&nbsp;and stalled business growth due to rising costs of capital, especially for high-growth stocks, Apple gained close to 3% upon release of the Fed’s update on policy tightening. The stock closed at $179.30 on December 15th, nearing its peak of $182 on Monday. Apple’s rally, along with similar uptrends observed across other mega-cap tech stocks, accordingly drove intra-day gains of 2.4% for the Nasdaq 100 following the Federal Reserve’s update, indicating investors’ preference to park their money in companies with robust growth prospects to counter risks from the impending rate increases.</p><p><blockquote>虽然加息通常会导致投资者规避风险，因为他们担心未来收益的价值会更快地受到侵蚀，而且由于资本成本上升（尤其是高增长股票）导致业务增长停滞，但在美联储发布紧缩政策的最新消息后，苹果股市上涨了近3%。该股12月15日收于179.30美元，接近周一182美元的峰值。在美联储发布最新消息后，苹果的反弹以及其他大型科技股的类似上升趋势相应地推动了纳斯达克 100 指数盘中上涨 2.4%，这表明投资者更倾向于将资金投入增长前景强劲的公司，以应对即将加息带来的风险。</blockquote></p><p> With the coming holiday season a boon for Apple’s December-quarter sales, the stock’s valuation is expected to enter in the $3 trillion territory sooner than expected. Continued robust demand observed across Apple’s entire product line, generous share buy-backs, and additional revenue contributions expected within the foreseeable future resulting from new, cutting-edge products will also be key catalysts to support the company’s persistently strong fundamentals and keep the stock’s valuation above $3 trillion despite the impending rate hikes. Considering recent developments to the broader market and Apple’s growth prospects, we are raising our 12-month price target for the stock to $209.43.</p><p><blockquote>随着即将到来的假日季对苹果 12 月季度的销售额有利，该股估值预计将比预期更早进入 3 万亿美元大关。苹果整个产品线的持续强劲需求、慷慨的股票回购，以及预计在可预见的未来，新的尖端产品将带来额外的收入贡献，也将成为支撑公司持续强劲基本面的关键催化剂，并在即将加息的情况下将使股票估值保持在 3 万亿美元以上。考虑到大盘的近期发展和苹果的增长前景，我们将该股的 12 个月目标价上调至 209.43 美元。</blockquote></p><p> <b>FY 2021 Overview and Recap of Fundamental Prospects</b></p><p><blockquote><b>2021财年概述及基本前景回顾</b></blockquote></p><p></p><p> Fiscal 2021 was a big year for Apple. The company’s revenues for the year grew 33% from fiscal 2020 to $366 billion, despite on-and-off store closures resulting from recurring coronavirus outbreaks and supply chain constraints that have led to more than $9 billion in lost sales. Every product and service segment achieved record-setting revenues with more than 20% growth from previous year results. Much of the year’s success were attributable to a series of new product launches and feature upgrades. The most notable of which included the 5G-enabled family of iPhone 12s and iPhone 13s, as well as the M1-powered MacBook Pro and iPad Pro.</p><p><blockquote>2021财年对苹果来说是重要的一年。尽管冠状病毒反复爆发和供应链限制导致门店断断续续关闭，导致销售额损失超过 90 亿美元，但该公司全年的收入比 2020 财年增长了 33%，达到 3660 亿美元。每个产品和服务部门都实现了创纪录的收入，比上一年的业绩增长了20%以上。今年的成功很大程度上归功于一系列新产品的发布和功能的升级。其中最引人注目的包括支持5G的iPhone 12s和iPhone 13s系列，以及支持M1的MacBook Pro和iPad Pro。</blockquote></p><p> <b>Key Developments in Products</b></p><p><blockquote><b>产品的主要发展</b></blockquote></p><p> iPhone sales grew by 39% this year, the most amongst other segments, and drove more than half of Apple’s fiscal 2021 revenues. The results were a stark contrast to last year’s slump in demand for the mobile device when consumers braced for pandemic-driven economic uncertainties. iPhone sales are expected to remain robust in coming years as global 5G device upgrades continue to gather pace. The likely launch of a more affordable 5G-enabled iPhone SE in 2022 is also expected to further Apple’s market share gains by&nbsp;attracting switchers&nbsp;from “more than a billion non-premium Android users”, and drive the active installed base to another all-time high. The anticipated momentum is further corroborated by iPhone sales patterns observed in recent quarters following the launch of 5G-enabled iPhone 12s and iPhone 13s, where the number of upgraders and switchers grew by&nbsp;strong double digits. Apple’s strong ties with cell-phone carriers is also expected to drive meaningful iPhone sales contributions in coming years. Reputable wireless carriers in the U.S. like&nbsp;Verizon&nbsp;and&nbsp;AT&amp;T&nbsp;have already been keen on promoting the sale of 5G-enabled devices like the iPhone 12 and iPhone 13 to encourage migration to the 5G network that they have spent billions of dollars on building across the nation. Telecom companies around the world are expected to spend&nbsp;more than $700 billion&nbsp;over the next five years on building-out the 5G network, underscoring significant additional growth opportunities ahead for the iPhone segment as carriers push for the strongest multiyear upgrade cycle in a decade to recoup their investments.</p><p><blockquote>iPhone 今年的销量增长了 39%，是其他细分市场中增长最快的，并贡献了苹果 2021 财年一半以上的收入。这一结果与去年移动设备需求的下滑形成了鲜明对比，当时消费者正在为大流行病带来的经济不确定性做好准备。随着全球5G设备升级步伐不断加快，iPhone销售预计将在未来几年保持强劲。2022 年可能会推出更实惠的支持 5G 的 iPhone SE，这也将吸引 “超过 10 亿非高端安卓用户 ”的转换用户，从而进一步扩大苹果的市场份额，并将活跃安装基数推向历史新高。在支持 5G 的 iPhone 12s 和 iPhone 13s 推出后，最近几个季度观察到的 iPhone 销售模式进一步证实了预期的势头，升级和切换用户的数量强劲增长了两位数。苹果与手机运营商的紧密联系预计也将在未来几年推动 iPhone 的销售贡献。威瑞森和美国电话电报公司等美国知名无线运营商已经热衷于促进iPhone 12和iPhone 13等支持5G的设备的销售，以鼓励向他们花费数十亿美元在全国范围内建设的5G网络迁移。预计全球电信公司将在未来五年内花费超过7000亿美元建设5G网络，这凸显了随着运营商推动十年来最强劲的多年升级周期以收回投资，iPhone领域未来的巨大增长机会。</blockquote></p><p> Mac and iPad sales also grew significantly in fiscal 2021, reaching record revenues of $35.2 billion and $31.9 billion, respectively. Following the introduction of the&nbsp;all-new M1-powered iMac&nbsp;earlier this year, Apple also unveiled the&nbsp;reimagined M1-Pro / M1-Max powered MacBook Pro&nbsp;in October. The custom M1 processors made the newest MacBook “better than any Intel-based device for nearly every productivity use case outside of gaming”. This accordingly drove incredible demand for the portable workstation from a diverse group of consumers, ranging from professional creators and photographers to corporate users and students. The company is estimated to have shipped&nbsp;over 3.2 million units&nbsp;of Mac products during the September quarter, which drove record-setting revenues for the segment, while boosting its rank in global PC sales to fourth place amongst other vendors. The introduction of M1-processors in Apple’s computing products also bolstered its position in capitalizing on the surge in global demand for PCs and multi-purpose tablets by allowing the company to build devices with innovative features that can be seamlessly integrated across its ecosystem of peripheral accessories and services to draw adjacent revenues. With accelerated adoption of hybrid work and study arrangements in the post-pandemic era, global demand for portable workstations like PCs and multi-purpose tablets are expected to remain elevated in coming years – the sectors are expected to grow into a&nbsp;$224.3 billion&nbsp;and$600 billion&nbsp;market, respectively, by 2025, which makes favorable trends for Apple’s Mac and iPad segments.</p><p><blockquote>Mac 和 iPad 销量在 2021 财年也大幅增长，收入分别达到创纪录的 352 亿美元和 319 亿美元。继今年早些时候推出全新M1驱动的iMac后，苹果还在10月份推出了重新设计的M1-Pro/M1-Max驱动的MacBook Pro。定制的 M1 处理器使最新的 MacBook “在游戏以外的几乎所有生产力用例上都优于任何基于英特尔的设备”。这相应地推动了不同消费者群体对便携式工作站的巨大需求，从专业创作者和摄影师到企业用户和学生。据估计，该公司在 9 月份季度的 Mac 产品出货量超过 320 万台，推动了该部门创纪录的收入，同时将其在全球 PC 销量中的排名提升至其他供应商的第四位。在苹果的计算产品中引入 M1 处理器也巩固了其在利用全球对 PC 和多功能平板电脑需求激增的优势方面的地位，使该公司能够制造具有创新功能的设备，这些设备可以在其外围配件和服务生态系统中无缝集成，从而吸引相关收入。随着后大流行病时代混合工作和学习安排的加速采用，预计未来几年全球对个人电脑和多功能平板电脑等便携式工作站的需求将保持高位--到 2025 年，这两个行业的市场预计将分别增长到 2,243 亿美元和 6,000 亿美元，这将为苹果的 Mac 和 iPad 细分市场带来有利趋势。</blockquote></p><p> Recent speculations on Apple’s intentions to&nbsp;strengthen its in-house chip development capacity&nbsp;will likely further the advancement of its technologies offered in coming years and draw additional demand to its products. The company is currently looking for engineers to build-out its capacity in the development of “wireless radios, radio-frequency integrated circuits, and a wireless system-on-chip (“SoC”)”, as well as “semiconductors for connecting Bluetooth and Wi-Fi”. These developments are expected to further enhance seamless integration across Apple’s devices and increase stickiness to its ecosystem of product and service offerings, making its chip unit one of the company’s “most prized assets”.</p><p><blockquote>最近有猜测称，苹果有意加强其内部芯片开发能力，这可能会在未来几年进一步推动其技术的进步，并吸引对其产品的更多需求。该公司目前正在寻找工程师，以增强其在 “无线收音机、射频集成电路和无线片上系统（“SoC”）”以及 “用于连接蓝牙和 Wi-Fi 的半导体”方面的开发能力。这些发展有望进一步增强苹果设备之间的无缝集成，并增加其产品和服务生态系统的粘性，使其芯片部门成为公司 “最宝贵的资产 ”之一。</blockquote></p><p> <b>Key Developments in Services</b></p><p><blockquote><b>服务的主要发展</b></blockquote></p><p></p><p> On the services front, a strong subscriber base had enabled the segment to hit record-setting revenues of more than $68.4 billion in fiscal 2021, up 27% from the prior year. To date, Apple has garnered more than 745 million paid subscribers across its high-margin service offerings, representing a five-fold increase over the last five years. Apple’s increasing push for a subscription-based business model across its wide variety of service platforms, ranging from Apple Music to iCloud storage solutions, paired with attractive new offerings that address key consumer trends in recent years have been a key driver to the company’s fast-expanding margins. New exciting add-on features introduced for existing service platforms include&nbsp;Spatial Audio and Lossless Audiofor Apple Music and the&nbsp;Apple Music Voice Plan. The new subscription-based offerings are expected to further Apple’s reach to adjacent opportunities stemming from increasing global usage of smartphones, laptops and other advanced home electronic products – for instance, the global music streaming market is expected to expand at a CAGR of 16% towards a&nbsp;projected value of $61 billion&nbsp;over the next five years, underscoring significant growth headroom for Apple Music. And Apple’s latest introduction of the&nbsp;Apple One bundle&nbsp;is expected to be a key contributor to furthering service segment sales in coming years by attracting new users to pay for subscription services that they otherwise would not have had it not been for the bundle discounts.</p><p><blockquote>在服务方面，强大的用户群使该部门在 2021 财年的收入创下了超过 684 亿美元的纪录，比上一年增长了 27%。迄今为止，苹果通过其高利润服务产品获得了超过 7.45 亿付费用户，比过去五年增长了五倍。苹果在其从苹果音乐到 iCloud 存储解决方案等各种服务平台上不断推行基于订阅的商业模式，再加上近年来针对主要消费趋势的有吸引力的新产品，一直是该公司利润率快速增长的关键驱动力。为现有服务平台引入的令人兴奋的新附加功能包括苹果音乐的空间音频和无损音频以及苹果音乐语音计划。新的基于订阅的产品有望进一步扩大苹果对智能手机、笔记本电脑和其他先进家用电子产品全球使用量不断增加所带来的邻近机遇的影响力--例如，全球音乐流媒体市场预计将在未来五年内以 16% 的复合年增长率扩大，预计价值将达到 610 亿美元，这凸显了苹果音乐的巨大增长空间。苹果最新推出的苹果 One 捆绑包预计将在未来几年吸引新用户为订阅服务付费，而如果不是捆绑包折扣，他们是不会购买这些服务的。</blockquote></p><p> Continued growth in market demand for mobile applications will also be a boon to Apple’s fast-growing services segment. The global market for mobile applications is expected to grow at a CAGR of 18.4% and reach a market value of&nbsp;more than $400 billion&nbsp;over the next five years. With AAPL hosting&nbsp;one of the largest and most used app stores&nbsp;in the world, it would be reasonable to assume that related revenues would grow at a similar pace. Despite&nbsp;mounting global regulatory scrutiny&nbsp;over Apple’s alleged antitrust violations with its App Store – the most notable of which stemming from an ongoing&nbsp;legal battle with Epic Games– the company’s continued focus on ensuring user privacy, security, and ease of transactions might have saved the day. According to a survey of 4,000 Apple product users performed by Morgan Stanley across the U.S. and China, most have indicated loyalty to Apple’s App store due to the “value of security, privacy and ease of transactions” provided, despite developers pushing for rights to transact outside of Apple’s ecosystem. Apple’s recent success in&nbsp;delaying App Store changes&nbsp;ordered by U.S. District Judge Yvonne Gonzalez Rogers in&nbsp;September&nbsp;as part of a year-long lawsuit brought against by Epic Games is another sign of the App Store’s continued strength. The company has argued that the court-mandated order to allow App Store users to “buy directly from developers on the web” would be a threat to the security of their privacy.</p><p><blockquote>移动应用市场需求的持续增长也将有利于苹果快速增长的服务部门。全球移动应用市场预计将以18.4%的CAGR增长，未来五年市值将超过4000亿美元。由于 AAPL 拥有世界上最大、使用最广泛的应用商店之一，因此可以合理地假设相关收入将以类似的速度增长。尽管全球监管机构对苹果的 App Store 涉嫌违反反垄断规定的审查越来越多--其中最引人注目的是与 Epic Games 正在进行的法律诉讼--但该公司继续专注于确保用户隐私、安全和交易便利性可能已经挽救了局面。根据摩根士丹利在美国和中国大陆对 4000 名苹果产品用户进行的调查，大多数人对苹果的应用商店表示忠诚，因为该商店提供了 “安全、隐私和易于交易的价值”，尽管开发者正在推动在苹果生态系统之外进行交易。苹果最近成功推迟了美国地区法官伊冯娜-冈萨雷斯-罗杰斯（Yvonne Gonzalez Rogers）9 月份下令对 App Store 进行的更改，这是 Epic Games 对其提起长达一年的诉讼的一部分，这也是 App Store 持续强大的又一迹象。该公司辩称，法院下令允许 App Store 用户 “直接从网络上的开发者那里购买 ”，这将对他们的隐私安全构成威胁。</blockquote></p><p> Currently, developers are fighting for their rights to have app users transact outside of Apple’s ecosystem, which charges developers a hefty commission fee of up to 30% on all purchases. As Apple continues with its appeal of the ruling, the ultimate court decision on whether App Store changes would need to be implemented could take at least another year. But even with an unfavorable ruling, where Apple would have to allow developers to redirect users to payments outside of its ecosystem and/or lower its in-app purchase commission rate, App Store revenues are only expected to decrease by&nbsp;at most $4 billion per year&nbsp;which will not place a material impact on its valuation prospects. The actual quantified impact might even be less than what the market has forecasted, considering the value that App Store users have ascribed to the level of security and convenience that Apple has offered through the platform.</p><p><blockquote>目前，开发者正在争取让应用程序用户在苹果生态系统之外进行交易的权利，该生态系统向开发者收取高达 30% 的高额佣金。随着苹果继续对该裁决提出上诉，法院关于是否需要实施 App Store 变更的最终裁决可能至少还需要一年时间。但即使做出不利的裁决，苹果将不得不允许开发者将用户重定向到其生态系统之外的支付和/或降低其应用内购买佣金率，App Store的收入预计每年最多也只会减少40亿美元，这不会对其估值前景产生重大影响。考虑到 App Store 用户对苹果通过该平台提供的安全性和便利性水平的重视，实际量化影响甚至可能低于市场预测。</blockquote></p><p> <b>Key Catalysts Ahead</b></p><p><blockquote><b>未来的关键催化剂</b></blockquote></p><p></p><p> Apple is undoubtedly a key gateway to bringing emerging technologies to the mainstream due to its massive installed base of devices and related service platform users. And because of this, the highly anticipated launch of cutting-edge products like AR/VR headsets and autonomous vehicles in coming years will likely catapult the stock to new heights. The pioneer of disruptive consumer electronics and devices is expected to launch a&nbsp;VR headset and AR glasses&nbsp;by early 2023, a nascent technology that has been picking up steam in recent months with increasing talks of the metaverse. Similar to most VR headsets already available in the market, Apple’s will feature a 3D display to enable an immersive environment for a variety of activities from gaming to communicating. The differentiating factor will be the company’s plans to implement best-in-class graphics chips in the device to facilitate ultra-high-resolution displays. The impending VR headset will ultimately lay the foundation for its AR glasses, which Apple expects to be the “larger opportunity”.</p><p><blockquote>由于其庞大的设备安装基数和相关服务平台用户，苹果无疑是将新兴技术带入主流的关键门户。正因为如此，未来几年备受期待的AR/VR耳机和自动驾驶汽车等尖端产品的推出可能会将该股推向新的高度。这家颠覆性消费电子产品和设备的先驱预计将于 2023 年初推出 VR 耳机和 AR 眼镜，这项新兴技术近几个月来随着有关元宇宙的讨论越来越多，势头强劲。与市场上已有的大多数 VR 头显类似，苹果的 VR 头显将采用 3D 显示屏，为从游戏到交流等各种活动提供身临其境的环境。该公司计划在设备中采用一流的图形芯片，以实现超高分辨率显示屏。即将推出的 VR 头显最终将为其 AR 眼镜奠定基础，苹果预计这将是 “更大的机会”。</blockquote></p><p> Over the next five years, opportunities pertaining to the metaverse are expected to blossom into an&nbsp;$800 billion market. Related software and service sales are expected to drive more than 70% of the projected addressable market, while the remainder will likely be driven by hardware sales. This makes strong tailwinds for Apple, which does not only stand to capitalize on growing metaverse opportunities through the sale of its impending AR/VR headset, but also adjacent revenues pertaining to the usage of related apps, software and service platforms.</p><p><blockquote>未来五年，与元宇宙相关的机会预计将发展成为一个价值 8000 亿美元的市场。相关软件和服务销售预计将推动预计潜在市场的 70% 以上，而其余部分可能由硬件销售推动。这为苹果带来了强劲的推动力，该公司不仅可以通过销售即将推出的 AR/VR 耳机来利用不断增长的元宇宙机会，还可以利用与使用相关应用程序、软件和服务平台相关的相关收入。</blockquote></p><p> Speculations on Apple’s ongoing development of&nbsp;a self-driving electric car&nbsp;is also expected to materialize into meaningful upsides for the stock within the foreseeable future. The company is now planning to launch the new product category by 2025, at which time the global autonomous vehicle market is expected to reach a value of&nbsp;more than $200 billion. The eventual car will likely feature homages to its existing product portfolio, like an “iPad-like touch screen” infotainment system. And on the technology front, Apple is believed to have completed the development of a custom silicon for powering the vehicle’s autonomous driving capabilities. The newest chips will soon be implemented into its existing fleet of retrofitted SUVs for testing in California according to the state’s DMV, a sign that the impending launch is near.</p><p><blockquote>在可预见的未来，关于苹果正在开发自动驾驶电动汽车的猜测也有望为该股带来有意义的上涨空间。该公司目前计划在2025年前推出新产品类别，届时全球自动驾驶汽车市场价值预计将超过2000亿美元。最终推出的汽车很可能会向其现有的产品组合致敬，比如 “类似 iPad 的触摸屏 ”信息娱乐系统。在技术方面，据信苹果已经完成了为汽车自动驾驶功能提供动力的定制硅的开发。据加州车管所称，最新芯片将很快应用于其现有的改装 SUV 车队，以便在加州进行测试，这表明即将推出的芯片即将到来。</blockquote></p><p> While Apple’s current market value may already be reflective of “consistent material revenue contributions from new products and services over time”, additional upsides from the above-mentioned new product category launches are still missing. But this will likely change within the next 12 months as the impending launch of an Apple AR/VR device draws near. Near-term projections on early AR/VR device sales are expected to boost Apple’s valuation by&nbsp;at least $150 billion. And over time when metaverse trends continue to gain mainstream traction, Apple is expected to generate more than $200 billion in annual revenues from the AR/VR segment, which could add another 15% on top of its current market value.</p><p><blockquote>虽然苹果目前的市值可能已经反映了 “随着时间的推移，新产品和服务对收入的持续贡献”，但上述新产品类别的推出仍未带来额外的好处。但随着苹果AR/VR设备即将推出，这种情况可能会在未来12个月内发生变化。对早期 AR/VR 设备销售的近期预测预计将使苹果的估值至少提高 1500 亿美元。随着时间的推移，随着元宇宙趋势继续获得主流牵引力，苹果预计将从 AR/VR 领域产生超过 2000 亿美元的年收入，这可能会在其当前市值的基础上再增加 15%。</blockquote></p><p> <b>Valuation Prospects and Potential Impacts from the Impending Rate Increases</b></p><p><blockquote><b>即将加息的估值前景和潜在影响</b></blockquote></p><p> Adjusting our most recent forecast for Apple’s fiscal 2021 year-end results and December-quarter guidance, our base case projection estimates total net sales of $439.3 billion by the end of fiscal 2022, with further growth towards $668.5 billion by fiscal 2026. The growth assumptions applied across segment revenues in our forecast remains largely unchanged from our&nbsp;most recent analysis&nbsp;on the stock, with additional consideration for management’s near-term outlook on supply constraint impacts and the impending rate hikes. Specifically, lost revenues of $9 billion (i.e. approximately $3 billion during June-quarter and $6 billion during September-quarter) attributable to industry-wide chip shortages and pandemic-driven manufacturing delays during the second half of fiscal 2021 is expected to worsen into the first half of fiscal 2022. While there have been observed improvements to supply chain challenges, continuously robust demand for Apple products is what will drive a higher volume of lost sales in coming quarters. Nonetheless, Apple remains well-positioned for strong fundamentals ahead, which will help to alleviate some of investors’ concerns on valuation due to impending rate hikes.</p><p><blockquote>调整我们对苹果 2021 财年年终业绩和 12 月份季度指引的最新预测后，我们的基本案例预测预计到 2022 财年末，净销售总额将达到 4393 亿美元，到 2026 财年将进一步增长至 6685 亿美元。在我们的预测中，各部门收入的增长假设与我们最近对该股的分析基本保持不变，但还额外考虑了管理层对供应紧张影响和即将加息的近期展望。具体来说，2021 财年下半年全行业芯片短缺和大流行导致的制造延误造成的 90 亿美元收入损失（即 6 月份季度约 30 亿美元，9 月份季度约 60 亿美元）预计将恶化到 2022 财年上半年。虽然供应链挑战有所改善，但对苹果产品的持续强劲需求将推动未来几个季度销售额的增加。尽管如此，苹果未来的基本面依然强劲，这将有助于缓解投资者因即将加息而对估值的一些担忧。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b5aa95136cfca6f95b962ea36eadab74\" tg-width=\"640\" tg-height=\"257\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <i>i. Base Case Financial Projections:</i></p><p><blockquote><i>i. 基本情况财务预测：</i></blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6585b165abd25fab7d171dd944d05156\" tg-width=\"640\" tg-height=\"316\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal financial forecast (Apple_-_Forecasted_Financial_Information.pdf). Please refer here for further detail on material growth assumptions applied.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者，数据来自我们的内部财务预测（Apple_-_Forecasted_Financial_Information.pdf）。有关应用的重大增长假设的进一步详情，请参阅此处。</span></p></blockquote></p><p> Drawing on the above considerations, our 12-month price target for the Apple stock has been revised to $209.43. This represents upside potential of more than 22% based on the last traded price of $171.14 on December 17th.</p><p><blockquote>基于上述考虑，我们对苹果股票的 12 个月目标价已修正至 209.43 美元。根据 12 月 17 日最后交易价格 171.14 美元计算，这意味着超过 22% 的上涨潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e88e904b5b900fbcdf4541d856570e2d\" tg-width=\"640\" tg-height=\"230\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal valuation analysis.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者，数据来自我们的内部估值分析。</span></p></blockquote></p><p> The revised price target is derived using a discounted cash flow (“DCF”) analysis over a ten-year discrete period in conjunction with the financial projections updated for Apple’s recent developments as analyzed in earlier sections. Similar to our original valuation analysis, we have applied a WACC of 8% to discount Apple’s projected free cash flows. The discount function is reflective of the company’s risk profile, taking into consideration its current capital structure and strong balance sheet. Apple’s cost of capital for growth is not expected to change significantly as a result of the impending rate hikes, considering a large portion of its existing debt are fixed-rate notes. The company also boasts a consistently robust net cash position, in which management intends to deploy towards additional growth without having to incur incremental capital costs ahead of interest rate increases. This is expected to further cement investors’ confidence in the Apple stock, as they continue their “flight to quality” amidst fear of broader market pressure from rising interest rates.</p><p><blockquote>修订后的价格目标是使用十年离散期间的贴现现金流（“DCF”）分析，结合前面章节分析的苹果近期发展的最新财务预测得出的。与我们最初的估值分析类似，我们采用了 8% 的 WACC 来贴现苹果的预计自由现金流。考虑到公司目前的资本结构和稳健的资产负债表，贴现函数反映了公司的风险状况。考虑到苹果现有债务中有很大一部分是固定利率票据，预计其增长的资本成本不会因即将加息而发生重大变化。该公司还拥有持续强劲的净现金状况，管理层打算在利率上升之前部署额外增长，而不必承担额外的资本成本。预计这将进一步增强水泥投资者对苹果股票的信心，因为他们在担心利率上升会带来更广泛的市场压力的情况下，继续 “向优质方向飞奔”。</blockquote></p><p> The valuation analysis also assumes an exit multiple of 19.8x, which is consistent with current market expectations on Apple’s growth trajectory over the forecasted period. The applied exit multiple assumption could even improve further within the next 12 months, considering the impending launch of new product segments like AR/VR devices and autonomous vehicles, and offset any potential impacts from the upcoming increases to interest rates.</p><p><blockquote>估值分析还假设退出倍数为 19.8 倍，这与当前市场对苹果在预测期内增长轨迹的预期一致。考虑到AR/VR设备和自动驾驶汽车等新产品细分市场即将推出，所应用的退出倍数假设甚至可能在未来12个月内进一步改善，并抵消即将到来的加息带来的任何潜在影响。</blockquote></p><p> <i>i. Base Case Valuation Analysis:</i></p><p><blockquote><i>一、基本案例估值分析：</i></blockquote></p><p> <img src=\"https://static.tigerbbs.com/81f992ef8b2b59ea879f69a7b1e7ad52\" tg-width=\"640\" tg-height=\"300\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <i>ii. Sensitivity Analysis:</i></p><p><blockquote><i>ii.敏感性分析：</i></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da8b21dae04fd263929ab26bd8d83907\" tg-width=\"640\" tg-height=\"337\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal valuation analysis.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者，数据来自我们的内部估值分析。</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Based on the foregoing analysis, the anticipated addition of 175 to 200 basis points to the current near-zero Federal Fund Rate over the next two years is not expected to cause material adverse impacts to Apple’s performance from both a fundamental and valuation perspective. Robust global demand for Apple products and services, paired with new innovations are expected to further bolster the company’s fundamental growth prospects. This would accordingly bring additional improvements to Apple’s balance sheet, and further strengthen its position against downward valuation pressures from broader macro headwinds. In fact, increasing demand for quality growth stocks to counter risks resulting from the impending rate hikes might even fuel Apple’s valuation growth momentum. On these considerations, Apple remains one of the best-performing tech stocks to own given its robust uptrend to $3 trillion in the near-term despite impending rate hikes.</p><p><blockquote>根据上述分析，从基本面和估值角度来看，预计未来两年在目前接近于零的联邦基金利率基础上增加 175 至 200 个基点，预计不会对苹果的业绩造成重大不利影响。全球对苹果产品和服务的强劲需求，加上新的创新，预计将进一步提振公司的基本增长前景。因此，这将进一步改善苹果的资产负债表，并进一步加强其抵御更广泛宏观逆风带来的估值下行压力的地位。事实上，为应对即将加息带来的风险，对优质成长型股票的需求不断增加，甚至可能推动苹果的估值增长势头。出于这些考虑，尽管即将加息，但苹果仍然是表现最好的科技股之一，因为其近期仍呈现强劲上升趋势，达到 3 万亿美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4475887-apple-stock-aapl-strongest-shield-against-rate-hikes\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4475887-apple-stock-aapl-strongest-shield-against-rate-hikes","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183475424","content_text":"Summary\n\nWith inflation running its hottest course in 40 years, the Federal Reserve has decided to accelerate the stimulus tapering schedule and prepare for raising interest rates as early as March.\nWhile rate hikes have historically deterred investors from growth stocks due to concerns over eroding valuation prospects, the Apple stock has remained largely resilient.\nApple is expected to realize additional upsides ahead, sustained by robust demand for its existing offerings and new opportunities arising from nascent technologies like AR/VR and autonomous vehicles.\nIts strong net cash position also provides sufficient dry powder to fund additional growth in coming years without incurring additional costs of capital amidst rising interest rates.\nAs such, Apple's bullish thesis remains intact as it approaches a $3 trillion valuation, despite broader market valuation risks ahead.\n\nguvendemir/iStock Unreleased via Getty Images\nAs one of the world’s best performing stocks, Apple(NASDAQ:AAPL) has gained close to 40% this year. The stock, which last peaked at $182.13 not too long ago, is currently less than 7% from being the first U.S. publicly listed company to reach a $3 trillion market value and single-handedly accounts for about 15% of the tech-heavy Nasdaq 100’s performance. Apple’s market value has grown by more than 220x since the late 1990s, buoyed by the company’s continuous ability to capture robust demand for its innovative portfolio of products and services.\nAnd Apple’s strong fundamentals are expected to help the stock defy adverse impacts from the imminent rate hikes beginning next year. With inflation running at its hottest in almost four decades, the Federal Reserve decided Wednesday that it will increase the pace at which it is dialing back on the $120 billion monthly bond repurchasing program from $15 billion per month, which began in November, to $30 billion per month. This would effectively conclude the stimulus program, put in place at the onset of the pandemic, coming March, rather than in July as initially planned. Rate hikes are expected to begin soon after to counter rising price pressures, with Federal Reserve Chair Jerome Powell affirming that the process will only begin after tapering ends and at a gradual pace. The latest dot plot indicates potential for the Federal Fund Rate to lift-off from near-zero beginning early 2022 with three quarter-point increases, plus another three in 2023 and two more in 2024. If materialized, the process would up the funds rate to 2.1% by 2024.\nSource: Bloomberg\nWhile rate hikes typically cause investors to turn risk averse due to concerns over faster erosion of value on future gains and stalled business growth due to rising costs of capital, especially for high-growth stocks, Apple gained close to 3% upon release of the Fed’s update on policy tightening. The stock closed at $179.30 on December 15th, nearing its peak of $182 on Monday. Apple’s rally, along with similar uptrends observed across other mega-cap tech stocks, accordingly drove intra-day gains of 2.4% for the Nasdaq 100 following the Federal Reserve’s update, indicating investors’ preference to park their money in companies with robust growth prospects to counter risks from the impending rate increases.\nWith the coming holiday season a boon for Apple’s December-quarter sales, the stock’s valuation is expected to enter in the $3 trillion territory sooner than expected. Continued robust demand observed across Apple’s entire product line, generous share buy-backs, and additional revenue contributions expected within the foreseeable future resulting from new, cutting-edge products will also be key catalysts to support the company’s persistently strong fundamentals and keep the stock’s valuation above $3 trillion despite the impending rate hikes. Considering recent developments to the broader market and Apple’s growth prospects, we are raising our 12-month price target for the stock to $209.43.\nFY 2021 Overview and Recap of Fundamental Prospects\nFiscal 2021 was a big year for Apple. The company’s revenues for the year grew 33% from fiscal 2020 to $366 billion, despite on-and-off store closures resulting from recurring coronavirus outbreaks and supply chain constraints that have led to more than $9 billion in lost sales. Every product and service segment achieved record-setting revenues with more than 20% growth from previous year results. Much of the year’s success were attributable to a series of new product launches and feature upgrades. The most notable of which included the 5G-enabled family of iPhone 12s and iPhone 13s, as well as the M1-powered MacBook Pro and iPad Pro.\nKey Developments in Products\niPhone sales grew by 39% this year, the most amongst other segments, and drove more than half of Apple’s fiscal 2021 revenues. The results were a stark contrast to last year’s slump in demand for the mobile device when consumers braced for pandemic-driven economic uncertainties. iPhone sales are expected to remain robust in coming years as global 5G device upgrades continue to gather pace. The likely launch of a more affordable 5G-enabled iPhone SE in 2022 is also expected to further Apple’s market share gains by attracting switchers from “more than a billion non-premium Android users”, and drive the active installed base to another all-time high. The anticipated momentum is further corroborated by iPhone sales patterns observed in recent quarters following the launch of 5G-enabled iPhone 12s and iPhone 13s, where the number of upgraders and switchers grew by strong double digits. Apple’s strong ties with cell-phone carriers is also expected to drive meaningful iPhone sales contributions in coming years. Reputable wireless carriers in the U.S. like Verizon and AT&T have already been keen on promoting the sale of 5G-enabled devices like the iPhone 12 and iPhone 13 to encourage migration to the 5G network that they have spent billions of dollars on building across the nation. Telecom companies around the world are expected to spend more than $700 billion over the next five years on building-out the 5G network, underscoring significant additional growth opportunities ahead for the iPhone segment as carriers push for the strongest multiyear upgrade cycle in a decade to recoup their investments.\nMac and iPad sales also grew significantly in fiscal 2021, reaching record revenues of $35.2 billion and $31.9 billion, respectively. Following the introduction of the all-new M1-powered iMac earlier this year, Apple also unveiled the reimagined M1-Pro / M1-Max powered MacBook Pro in October. The custom M1 processors made the newest MacBook “better than any Intel-based device for nearly every productivity use case outside of gaming”. This accordingly drove incredible demand for the portable workstation from a diverse group of consumers, ranging from professional creators and photographers to corporate users and students. The company is estimated to have shipped over 3.2 million units of Mac products during the September quarter, which drove record-setting revenues for the segment, while boosting its rank in global PC sales to fourth place amongst other vendors. The introduction of M1-processors in Apple’s computing products also bolstered its position in capitalizing on the surge in global demand for PCs and multi-purpose tablets by allowing the company to build devices with innovative features that can be seamlessly integrated across its ecosystem of peripheral accessories and services to draw adjacent revenues. With accelerated adoption of hybrid work and study arrangements in the post-pandemic era, global demand for portable workstations like PCs and multi-purpose tablets are expected to remain elevated in coming years – the sectors are expected to grow into a $224.3 billion and$600 billion market, respectively, by 2025, which makes favorable trends for Apple’s Mac and iPad segments.\nRecent speculations on Apple’s intentions to strengthen its in-house chip development capacity will likely further the advancement of its technologies offered in coming years and draw additional demand to its products. The company is currently looking for engineers to build-out its capacity in the development of “wireless radios, radio-frequency integrated circuits, and a wireless system-on-chip (“SoC”)”, as well as “semiconductors for connecting Bluetooth and Wi-Fi”. These developments are expected to further enhance seamless integration across Apple’s devices and increase stickiness to its ecosystem of product and service offerings, making its chip unit one of the company’s “most prized assets”.\nKey Developments in Services\nOn the services front, a strong subscriber base had enabled the segment to hit record-setting revenues of more than $68.4 billion in fiscal 2021, up 27% from the prior year. To date, Apple has garnered more than 745 million paid subscribers across its high-margin service offerings, representing a five-fold increase over the last five years. Apple’s increasing push for a subscription-based business model across its wide variety of service platforms, ranging from Apple Music to iCloud storage solutions, paired with attractive new offerings that address key consumer trends in recent years have been a key driver to the company’s fast-expanding margins. New exciting add-on features introduced for existing service platforms include Spatial Audio and Lossless Audiofor Apple Music and the Apple Music Voice Plan. The new subscription-based offerings are expected to further Apple’s reach to adjacent opportunities stemming from increasing global usage of smartphones, laptops and other advanced home electronic products – for instance, the global music streaming market is expected to expand at a CAGR of 16% towards a projected value of $61 billion over the next five years, underscoring significant growth headroom for Apple Music. And Apple’s latest introduction of the Apple One bundle is expected to be a key contributor to furthering service segment sales in coming years by attracting new users to pay for subscription services that they otherwise would not have had it not been for the bundle discounts.\nContinued growth in market demand for mobile applications will also be a boon to Apple’s fast-growing services segment. The global market for mobile applications is expected to grow at a CAGR of 18.4% and reach a market value of more than $400 billion over the next five years. With AAPL hosting one of the largest and most used app stores in the world, it would be reasonable to assume that related revenues would grow at a similar pace. Despite mounting global regulatory scrutiny over Apple’s alleged antitrust violations with its App Store – the most notable of which stemming from an ongoing legal battle with Epic Games– the company’s continued focus on ensuring user privacy, security, and ease of transactions might have saved the day. According to a survey of 4,000 Apple product users performed by Morgan Stanley across the U.S. and China, most have indicated loyalty to Apple’s App store due to the “value of security, privacy and ease of transactions” provided, despite developers pushing for rights to transact outside of Apple’s ecosystem. Apple’s recent success in delaying App Store changes ordered by U.S. District Judge Yvonne Gonzalez Rogers in September as part of a year-long lawsuit brought against by Epic Games is another sign of the App Store’s continued strength. The company has argued that the court-mandated order to allow App Store users to “buy directly from developers on the web” would be a threat to the security of their privacy.\nCurrently, developers are fighting for their rights to have app users transact outside of Apple’s ecosystem, which charges developers a hefty commission fee of up to 30% on all purchases. As Apple continues with its appeal of the ruling, the ultimate court decision on whether App Store changes would need to be implemented could take at least another year. But even with an unfavorable ruling, where Apple would have to allow developers to redirect users to payments outside of its ecosystem and/or lower its in-app purchase commission rate, App Store revenues are only expected to decrease by at most $4 billion per year which will not place a material impact on its valuation prospects. The actual quantified impact might even be less than what the market has forecasted, considering the value that App Store users have ascribed to the level of security and convenience that Apple has offered through the platform.\nKey Catalysts Ahead\nApple is undoubtedly a key gateway to bringing emerging technologies to the mainstream due to its massive installed base of devices and related service platform users. And because of this, the highly anticipated launch of cutting-edge products like AR/VR headsets and autonomous vehicles in coming years will likely catapult the stock to new heights. The pioneer of disruptive consumer electronics and devices is expected to launch a VR headset and AR glasses by early 2023, a nascent technology that has been picking up steam in recent months with increasing talks of the metaverse. Similar to most VR headsets already available in the market, Apple’s will feature a 3D display to enable an immersive environment for a variety of activities from gaming to communicating. The differentiating factor will be the company’s plans to implement best-in-class graphics chips in the device to facilitate ultra-high-resolution displays. The impending VR headset will ultimately lay the foundation for its AR glasses, which Apple expects to be the “larger opportunity”.\nOver the next five years, opportunities pertaining to the metaverse are expected to blossom into an $800 billion market. Related software and service sales are expected to drive more than 70% of the projected addressable market, while the remainder will likely be driven by hardware sales. This makes strong tailwinds for Apple, which does not only stand to capitalize on growing metaverse opportunities through the sale of its impending AR/VR headset, but also adjacent revenues pertaining to the usage of related apps, software and service platforms.\nSpeculations on Apple’s ongoing development of a self-driving electric car is also expected to materialize into meaningful upsides for the stock within the foreseeable future. The company is now planning to launch the new product category by 2025, at which time the global autonomous vehicle market is expected to reach a value of more than $200 billion. The eventual car will likely feature homages to its existing product portfolio, like an “iPad-like touch screen” infotainment system. And on the technology front, Apple is believed to have completed the development of a custom silicon for powering the vehicle’s autonomous driving capabilities. The newest chips will soon be implemented into its existing fleet of retrofitted SUVs for testing in California according to the state’s DMV, a sign that the impending launch is near.\nWhile Apple’s current market value may already be reflective of “consistent material revenue contributions from new products and services over time”, additional upsides from the above-mentioned new product category launches are still missing. But this will likely change within the next 12 months as the impending launch of an Apple AR/VR device draws near. Near-term projections on early AR/VR device sales are expected to boost Apple’s valuation by at least $150 billion. And over time when metaverse trends continue to gain mainstream traction, Apple is expected to generate more than $200 billion in annual revenues from the AR/VR segment, which could add another 15% on top of its current market value.\nValuation Prospects and Potential Impacts from the Impending Rate Increases\nAdjusting our most recent forecast for Apple’s fiscal 2021 year-end results and December-quarter guidance, our base case projection estimates total net sales of $439.3 billion by the end of fiscal 2022, with further growth towards $668.5 billion by fiscal 2026. The growth assumptions applied across segment revenues in our forecast remains largely unchanged from our most recent analysis on the stock, with additional consideration for management’s near-term outlook on supply constraint impacts and the impending rate hikes. Specifically, lost revenues of $9 billion (i.e. approximately $3 billion during June-quarter and $6 billion during September-quarter) attributable to industry-wide chip shortages and pandemic-driven manufacturing delays during the second half of fiscal 2021 is expected to worsen into the first half of fiscal 2022. While there have been observed improvements to supply chain challenges, continuously robust demand for Apple products is what will drive a higher volume of lost sales in coming quarters. Nonetheless, Apple remains well-positioned for strong fundamentals ahead, which will help to alleviate some of investors’ concerns on valuation due to impending rate hikes.\n\ni. Base Case Financial Projections:\nSource: Author, with data from our internal financial forecast (Apple_-_Forecasted_Financial_Information.pdf). Please refer here for further detail on material growth assumptions applied.\nDrawing on the above considerations, our 12-month price target for the Apple stock has been revised to $209.43. This represents upside potential of more than 22% based on the last traded price of $171.14 on December 17th.\nSource: Author, with data from our internal valuation analysis.\nThe revised price target is derived using a discounted cash flow (“DCF”) analysis over a ten-year discrete period in conjunction with the financial projections updated for Apple’s recent developments as analyzed in earlier sections. Similar to our original valuation analysis, we have applied a WACC of 8% to discount Apple’s projected free cash flows. The discount function is reflective of the company’s risk profile, taking into consideration its current capital structure and strong balance sheet. Apple’s cost of capital for growth is not expected to change significantly as a result of the impending rate hikes, considering a large portion of its existing debt are fixed-rate notes. The company also boasts a consistently robust net cash position, in which management intends to deploy towards additional growth without having to incur incremental capital costs ahead of interest rate increases. This is expected to further cement investors’ confidence in the Apple stock, as they continue their “flight to quality” amidst fear of broader market pressure from rising interest rates.\nThe valuation analysis also assumes an exit multiple of 19.8x, which is consistent with current market expectations on Apple’s growth trajectory over the forecasted period. The applied exit multiple assumption could even improve further within the next 12 months, considering the impending launch of new product segments like AR/VR devices and autonomous vehicles, and offset any potential impacts from the upcoming increases to interest rates.\ni. Base Case Valuation Analysis:\n\nii. Sensitivity Analysis:\nSource: Author, with data from our internal valuation analysis.\nConclusion\nBased on the foregoing analysis, the anticipated addition of 175 to 200 basis points to the current near-zero Federal Fund Rate over the next two years is not expected to cause material adverse impacts to Apple’s performance from both a fundamental and valuation perspective. Robust global demand for Apple products and services, paired with new innovations are expected to further bolster the company’s fundamental growth prospects. This would accordingly bring additional improvements to Apple’s balance sheet, and further strengthen its position against downward valuation pressures from broader macro headwinds. In fact, increasing demand for quality growth stocks to counter risks resulting from the impending rate hikes might even fuel Apple’s valuation growth momentum. On these considerations, Apple remains one of the best-performing tech stocks to own given its robust uptrend to $3 trillion in the near-term despite impending rate hikes.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876539709,"gmtCreate":1637329968975,"gmtModify":1637329970175,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581244873474125","idStr":"3581244873474125"},"themes":[],"title":"","htmlText":"Please like and comment. Thanks","listText":"Please like and comment. Thanks","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/876539709","repostId":"1144455380","repostType":4,"repost":{"id":"1144455380","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":1637328728,"share":"https://www.laohunote.com/m/news/1144455380?lang=zh_CN&edition=full","pubTime":"2021-11-19 21:32","market":"us","language":"en","title":"Pfizer and BioNTech SE stocks climbed about 2% in premarket trading<blockquote>辉瑞和 BioNTech SE 股票在盘前交易中上涨约 2%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1144455380","media":"Tiger Newspress","summary":"Pfizer and BioNTech SE stocks climbed about 2% in premarket trading after they received expanded U.S","content":"<p>Pfizer and BioNTech SE stocks climbed about 2%&nbsp;in premarket trading&nbsp;after&nbsp;they received expanded U.S. FDA emergency use authorization of booster to include individuals 18 and older.</p><p><blockquote>辉瑞和 BioNTech SE 的股价在盘前交易中上涨约 2%，此前它们获得了美国 FDA 扩大的加强剂紧急使用授权，将 18 岁及以上的个人包括在内。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a0ee0544027cc35ceeb2a44c7caf0848\" tg-width=\"850\" tg-height=\"619\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/026143e67c4e4f63fadd07b9b23e1301\" tg-width=\"850\" tg-height=\"617\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Pfizer Inc.&nbsp;and BioNTech SE&nbsp;today announced that the U.S. Food and Drug Administration (FDA) has expanded the emergency use authorization (EUA) of a booster dose of the Pfizer-BioNTech COVID-19 Vaccine to include individuals 18 years of age and older. The booster dose is to be administered at least six months after completion of the primary series, and is the same dosage strength as the doses in the primary series.</p><p><blockquote>辉瑞公司和BioNTech SE今天宣布，美国。美国食品药品监督管理局（FDA）已经扩大了辉瑞-BioNTech新冠肺炎疫苗加强剂量的紧急使用授权（EUA），将18岁及以上的个人包括在内。加强剂量应在初级系列完成后至少六个月施用，剂量强度与初级系列中的剂量相同。</blockquote></p><p> “As we near the two-year mark in our fight against COVID-19, we have reached another critical milestone with the expanded authorization of a booster dose of our COVID-19 vaccine in individuals 18 years and older,” said Albert Bourla, Chairman and Chief Executive Officer, Pfizer. “With boosters, more adults will now have the opportunity to help preserve a high-level of protection against this disease. We are grateful to the FDA for their rigorous review, and the action taken today that we hope will help accelerate our path out of this pandemic.”</p><p><blockquote>“辉瑞公司董事长兼首席执行官阿尔伯特-布尔拉（Albert Bourla）说：”随着我们抗击 COVID-19 的两年大关接近，我们又达到了一个重要的里程碑，扩大了 18 岁及以上人群接种 COVID-19 疫苗加强剂量的授权。“有了加强剂，更多的成年人现在将有机会帮助保持对这种疾病的高水平保护。我们感谢美国食品及药物管理局的严格审查，我们希望今天采取的行动将有助于加快我们摆脱这一大流行病的步伐。”</blockquote></p><p> “Today’s FDA decision is supported by clinical data showing robust immune responses following a booster dose of our vaccine, exceeding what has been seen even after the completion of the highly-effective two-dose primary schedule,” said Ugur Sahin, M.D., CEO and Co-founder of BioNTech. “These data suggest a booster dose of our vaccine has the potential to maintain a high-level of protection against tested variants, including Delta.”</p><p><blockquote>“BioNTech公司首席执行官兼联合创始人、医学博士乌古尔-沙欣（Ugur Sahin）说：”今天美国食品和药物管理局的决定得到了临床数据的支持，这些数据显示，我们的疫苗加强剂量后会产生强劲的免疫反应，甚至超过了高效的两剂初级接种方案完成后的免疫反应。“这些数据表明，我们疫苗的加强剂量有可能对包括德尔塔在内的测试变种保持高水平的保护”。</blockquote></p><p> In October, the companies announced positive topline results from the trial showing that a booster dose administered to individuals who previously received the Pfizer-BioNTech primary two-dose series demonstrated a relative vaccine efficacy of 95% when compared to those who did not receive a booster. Thus far, these are the first and only efficacy data disclosed from any randomized, controlled COVID-19 vaccine booster trial. The adverse event profile was generally consistent with other clinical safety data for the vaccine, with no new safety concerns identified.</p><p><blockquote>10 月，两家公司宣布了该试验的积极顶线结果显示，与未接受加强剂的人相比，对先前接受辉瑞-BioNTech 初级两剂系列的个体施用的加强剂量显示出 95% 的相对疫苗效力。到目前为止，这些是任何随机对照新冠肺炎疫苗加强试验中披露的第一个也是唯一一个疗效数据。不良事件概况与疫苗的其他临床安全性数据大致一致，未发现新的安全性问题。</blockquote></p><p> A booster dose of the Pfizer-BioNTech COVID-19 Vaccine was previously authorized by the FDA for emergency use after completion of a primary series in individuals 65 years of age and older, individuals 18 through 64 years of age at high risk of severe COVID-19, and individuals 18 through 64 years of age with frequent institutional or occupational exposure to SARS-CoV-2, as well as eligible individuals who have completed primary vaccination with a different authorized COVID-19 vaccine.</p><p><blockquote>辉瑞-BioNTech新冠肺炎疫苗的加强剂量此前已被FDA授权在65岁及以上的个体、18至64岁的严重新冠肺炎高风险个体和18至64岁的个体中紧急使用。经常在机构或职业中接触新型冠状病毒的18至64岁的个体，以及已完成不同授权新冠肺炎疫苗初次接种的合格个体。</blockquote></p><p> Pfizer and BioNTech continue to supply the vaccine, including sufficient volume for boosters, under their existing supply agreement with the U.S. government, which continues through April 2022. The companies do not expect that today’s news will impact the existing supply agreements in place with governments and international health organizations around the world.</p><p><blockquote>辉瑞和 BioNTech 根据与美国政府的现有供应协议继续供应疫苗，包括足够数量的加强剂，该协议将持续到 2022 年 4 月。这些公司预计今天的消息不会影响与世界各国政府和国际卫生组织现有的供应协议。</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>Pfizer and BioNTech SE stocks climbed about 2% in premarket trading<blockquote>辉瑞和 BioNTech SE 股票在盘前交易中上涨约 2%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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\">\nPfizer and BioNTech SE stocks climbed about 2% in premarket trading<blockquote>辉瑞和 BioNTech SE 股票在盘前交易中上涨约 2%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-19 21:32</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Pfizer and BioNTech SE stocks climbed about 2%&nbsp;in premarket trading&nbsp;after&nbsp;they received expanded U.S. FDA emergency use authorization of booster to include individuals 18 and older.</p><p><blockquote>辉瑞和 BioNTech SE 的股价在盘前交易中上涨约 2%，此前它们获得了美国 FDA 扩大的加强剂紧急使用授权，将 18 岁及以上的个人包括在内。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a0ee0544027cc35ceeb2a44c7caf0848\" tg-width=\"850\" tg-height=\"619\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/026143e67c4e4f63fadd07b9b23e1301\" tg-width=\"850\" tg-height=\"617\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Pfizer Inc.&nbsp;and BioNTech SE&nbsp;today announced that the U.S. Food and Drug Administration (FDA) has expanded the emergency use authorization (EUA) of a booster dose of the Pfizer-BioNTech COVID-19 Vaccine to include individuals 18 years of age and older. The booster dose is to be administered at least six months after completion of the primary series, and is the same dosage strength as the doses in the primary series.</p><p><blockquote>辉瑞公司和BioNTech SE今天宣布，美国。美国食品药品监督管理局（FDA）已经扩大了辉瑞-BioNTech新冠肺炎疫苗加强剂量的紧急使用授权（EUA），将18岁及以上的个人包括在内。加强剂量应在初级系列完成后至少六个月施用，剂量强度与初级系列中的剂量相同。</blockquote></p><p> “As we near the two-year mark in our fight against COVID-19, we have reached another critical milestone with the expanded authorization of a booster dose of our COVID-19 vaccine in individuals 18 years and older,” said Albert Bourla, Chairman and Chief Executive Officer, Pfizer. “With boosters, more adults will now have the opportunity to help preserve a high-level of protection against this disease. We are grateful to the FDA for their rigorous review, and the action taken today that we hope will help accelerate our path out of this pandemic.”</p><p><blockquote>“辉瑞公司董事长兼首席执行官阿尔伯特-布尔拉（Albert Bourla）说：”随着我们抗击 COVID-19 的两年大关接近，我们又达到了一个重要的里程碑，扩大了 18 岁及以上人群接种 COVID-19 疫苗加强剂量的授权。“有了加强剂，更多的成年人现在将有机会帮助保持对这种疾病的高水平保护。我们感谢美国食品及药物管理局的严格审查，我们希望今天采取的行动将有助于加快我们摆脱这一大流行病的步伐。”</blockquote></p><p> “Today’s FDA decision is supported by clinical data showing robust immune responses following a booster dose of our vaccine, exceeding what has been seen even after the completion of the highly-effective two-dose primary schedule,” said Ugur Sahin, M.D., CEO and Co-founder of BioNTech. “These data suggest a booster dose of our vaccine has the potential to maintain a high-level of protection against tested variants, including Delta.”</p><p><blockquote>“BioNTech公司首席执行官兼联合创始人、医学博士乌古尔-沙欣（Ugur Sahin）说：”今天美国食品和药物管理局的决定得到了临床数据的支持，这些数据显示，我们的疫苗加强剂量后会产生强劲的免疫反应，甚至超过了高效的两剂初级接种方案完成后的免疫反应。“这些数据表明，我们疫苗的加强剂量有可能对包括德尔塔在内的测试变种保持高水平的保护”。</blockquote></p><p> In October, the companies announced positive topline results from the trial showing that a booster dose administered to individuals who previously received the Pfizer-BioNTech primary two-dose series demonstrated a relative vaccine efficacy of 95% when compared to those who did not receive a booster. Thus far, these are the first and only efficacy data disclosed from any randomized, controlled COVID-19 vaccine booster trial. The adverse event profile was generally consistent with other clinical safety data for the vaccine, with no new safety concerns identified.</p><p><blockquote>10 月，两家公司宣布了该试验的积极顶线结果显示，与未接受加强剂的人相比，对先前接受辉瑞-BioNTech 初级两剂系列的个体施用的加强剂量显示出 95% 的相对疫苗效力。到目前为止，这些是任何随机对照新冠肺炎疫苗加强试验中披露的第一个也是唯一一个疗效数据。不良事件概况与疫苗的其他临床安全性数据大致一致，未发现新的安全性问题。</blockquote></p><p> A booster dose of the Pfizer-BioNTech COVID-19 Vaccine was previously authorized by the FDA for emergency use after completion of a primary series in individuals 65 years of age and older, individuals 18 through 64 years of age at high risk of severe COVID-19, and individuals 18 through 64 years of age with frequent institutional or occupational exposure to SARS-CoV-2, as well as eligible individuals who have completed primary vaccination with a different authorized COVID-19 vaccine.</p><p><blockquote>辉瑞-BioNTech新冠肺炎疫苗的加强剂量此前已被FDA授权在65岁及以上的个体、18至64岁的严重新冠肺炎高风险个体和18至64岁的个体中紧急使用。经常在机构或职业中接触新型冠状病毒的18至64岁的个体，以及已完成不同授权新冠肺炎疫苗初次接种的合格个体。</blockquote></p><p> Pfizer and BioNTech continue to supply the vaccine, including sufficient volume for boosters, under their existing supply agreement with the U.S. government, which continues through April 2022. The companies do not expect that today’s news will impact the existing supply agreements in place with governments and international health organizations around the world.</p><p><blockquote>辉瑞和 BioNTech 根据与美国政府的现有供应协议继续供应疫苗，包括足够数量的加强剂，该协议将持续到 2022 年 4 月。这些公司预计今天的消息不会影响与世界各国政府和国际卫生组织现有的供应协议。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BNTX":"BioNTech SE","PFE":"辉瑞"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144455380","content_text":"Pfizer and BioNTech SE stocks climbed about 2% in premarket trading after they received expanded U.S. FDA emergency use authorization of booster to include individuals 18 and older.\n\nPfizer Inc. and BioNTech SE today announced that the U.S. Food and Drug Administration (FDA) has expanded the emergency use authorization (EUA) of a booster dose of the Pfizer-BioNTech COVID-19 Vaccine to include individuals 18 years of age and older. The booster dose is to be administered at least six months after completion of the primary series, and is the same dosage strength as the doses in the primary series.\n“As we near the two-year mark in our fight against COVID-19, we have reached another critical milestone with the expanded authorization of a booster dose of our COVID-19 vaccine in individuals 18 years and older,” said Albert Bourla, Chairman and Chief Executive Officer, Pfizer. “With boosters, more adults will now have the opportunity to help preserve a high-level of protection against this disease. We are grateful to the FDA for their rigorous review, and the action taken today that we hope will help accelerate our path out of this pandemic.”\n“Today’s FDA decision is supported by clinical data showing robust immune responses following a booster dose of our vaccine, exceeding what has been seen even after the completion of the highly-effective two-dose primary schedule,” said Ugur Sahin, M.D., CEO and Co-founder of BioNTech. “These data suggest a booster dose of our vaccine has the potential to maintain a high-level of protection against tested variants, including Delta.”\nIn October, the companies announced positive topline results from the trial showing that a booster dose administered to individuals who previously received the Pfizer-BioNTech primary two-dose series demonstrated a relative vaccine efficacy of 95% when compared to those who did not receive a booster. Thus far, these are the first and only efficacy data disclosed from any randomized, controlled COVID-19 vaccine booster trial. The adverse event profile was generally consistent with other clinical safety data for the vaccine, with no new safety concerns identified.\nA booster dose of the Pfizer-BioNTech COVID-19 Vaccine was previously authorized by the FDA for emergency use after completion of a primary series in individuals 65 years of age and older, individuals 18 through 64 years of age at high risk of severe COVID-19, and individuals 18 through 64 years of age with frequent institutional or occupational exposure to SARS-CoV-2, as well as eligible individuals who have completed primary vaccination with a different authorized COVID-19 vaccine.\nPfizer and BioNTech continue to supply the vaccine, including sufficient volume for boosters, under their existing supply agreement with the U.S. government, which continues through April 2022. The companies do not expect that today’s news will impact the existing supply agreements in place with governments and international health organizations around the world.","news_type":1,"symbols_score_info":{"BNTX":0.9,"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":884314503,"gmtCreate":1631856450202,"gmtModify":1631889356368,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581244873474125","idStr":"3581244873474125"},"themes":[],"title":"","htmlText":"Please like and comment. Thanks","listText":"Please like and comment. Thanks","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/884314503","repostId":"1105376345","repostType":4,"repost":{"id":"1105376345","kind":"news","pubTimestamp":1631833833,"share":"https://www.laohunote.com/m/news/1105376345?lang=zh_CN&edition=full","pubTime":"2021-09-17 07:10","market":"us","language":"en","title":"S&P ends modestly lower as rising Treasury yields offset robust retail data<blockquote>由于国债收益率上升抵消了强劲的零售数据，标准普尔收盘小幅走低</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1105376345","media":"Reuters","summary":"NEW YORK (Reuters) - The S&P 500 ended slightly down on Thursday, paring losses in late trading afte","content":"<p>NEW YORK (Reuters) - The S&amp;P 500 ended slightly down on Thursday, paring losses in late trading after unexpectedly strong retail sales data underscored the strength of the U.S. economic recovery.</p><p><blockquote>路透纽约5月28日 - 标普500周四小幅收低，在意外强劲的零售销售数据凸显美国经济复苏的强劲势头后，尾盘收窄跌幅。</blockquote></p><p> The three major indexes spent much of the day in negative territory as rising U.S. Treasury yields pressured market-leading tech stocks, and the rising dollar weighed on exporters.</p><p><blockquote>由于美国国债收益率上升给市场领先的科技股带来压力，以及美元升值给出口商带来压力，三大股指当天大部分时间都处于负值区域。</blockquote></p><p> Amazon.com Inc, buoyed by solid online sales in the Commerce Department’s report, helped push the Nasdaq into positive territory.</p><p><blockquote>亚马逊公司在商务部报告中稳健的在线销售提振下，帮助纳斯达克进入正值。</blockquote></p><p> “Looking at today, clearly we had positive news from retail sales and it looks as if the massive slowdown in the economy is not materializing as a lot of people expected,” said Ryan Detrick, senior market strategist at LPL Financial in Charlotte, North Carolina.</p><p><blockquote>“北卡罗来纳州夏洛特市 LPL Financial 高级市场策略师 Ryan Detrick 说：”从今天的情况来看，我们显然收到了零售销售方面的积极消息，而且经济的大幅放缓似乎并没有像许多人预期的那样实现。</blockquote></p><p> “It’s a nice reminder that the economy is still taking two steps forward for each step back even amid the COVID concerns,” Detrick added.</p><p><blockquote>“德特里克补充说：”这很好地提醒我们，即使在 COVID 担忧的情况下，经济仍在每后退一步前进两步。</blockquote></p><p> Economically sensitive transports and microchips were among the outperformers.</p><p><blockquote>对经济敏感的运输和微芯片表现优异。</blockquote></p><p> Data released before the opening bell showed an unexpected bump in retail sales as shoppers weathered Hurricane Ida and the COVID Delta variant, evidence of resilience in the consumer, who contributes about 70% to U.S. economic growth.</p><p><blockquote>开盘前公布的数据显示，随着购物者经受住了飓风艾达和新冠病毒德尔塔变异毒株的考验，零售额意外增长，这证明了消费者的韧性，消费者对美国经济增长的贡献约为70%。</blockquote></p><p> “Once again, it shows the U.S. consumer continues to spend and continues to help this economy grow,” Detrick said.</p><p><blockquote>“德特里克说：”这再次表明美国消费者继续消费，并继续帮助经济增长。</blockquote></p><p> The Dow Jones Industrial Average fell 63.07 points, or 0.18%, to 34,751.32; the S&amp;P 500 lost 6.95 points, or 0.16%, at 4,473.75; and the Nasdaq Composite added 20.40 points, or 0.13%, at 15,181.92.</p><p><blockquote>道琼斯工业平均指数下跌63.07点，跌幅0.18%，至34,751.32点；标普500下跌 6.95 点，跌幅 0.16%，报 4,473.75 点；纳斯达克综合指数上涨 20.40 点，即 0.13%，至 15,181.92 点。</blockquote></p><p> Eight of the 11 major sectors in the S&amp;P 500 ended lower, with materials suffering the largest percentage drop.</p><p><blockquote>标普500 11个主要板块中有8个板块收盘走低，其中材料板块跌幅最大。</blockquote></p><p> The consumer discretionary spending sector posted the biggest gain, with Amazon.com doing the heavy lifting.</p><p><blockquote>非必需消费品支出行业涨幅最大，其中亚马逊承担了重任。</blockquote></p><p> Apparel company Gap Inc gained 1.6%. Online marketplace Etsy Inc and luxury accessory company Tapestry Inc rose 3.1% and 1.9%, respectively.</p><p><blockquote>服装公司 Gap Inc 上涨 1.6%。在线市场 Etsy Inc 和奢侈配饰公司 Tapestry Inc 分别上涨 3.1% 和 1.9%。</blockquote></p><p> Ford Motor Co rose 1.4% after it announced plans to boost production of its F-150 electric pickup model.</p><p><blockquote>福特汽车公司宣布计划提高 F-150 电动皮卡车型的产量，股价上涨 1.4%。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.27-to-1 ratio; on Nasdaq, a 1.06-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所下跌发行量与上涨发行量的比例为 1.27 比 1；在纳斯达克，1.06比1的比率有利于进步人士。</blockquote></p><p> The S&amp;P 500 posted nine new 52-week highs and one new low; the Nasdaq Composite recorded 82 new highs and 94 new lows.</p><p><blockquote>标普500创下9个52周新高和一个新低；纳斯达克综合指数创下82个新高和94个新低。</blockquote></p><p> Volume on U.S. exchanges was 9.37 billion shares, compared with the 9.44 billion average over the last 20 trading days.</p><p><blockquote>美国交易所的成交量为 93.7 亿股，而过去 20 个交易日的平均成交量为 94.4 亿股。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P ends modestly lower as rising Treasury yields offset robust retail data<blockquote>由于国债收益率上升抵消了强劲的零售数据，标准普尔收盘小幅走低</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\">\nS&P ends modestly lower as rising Treasury yields offset robust retail data<blockquote>由于国债收益率上升抵消了强劲的零售数据，标准普尔收盘小幅走低</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-09-17 07:10</span>\n</p>\n</h4>\n</header>\n<article>\n<p>NEW YORK (Reuters) - The S&amp;P 500 ended slightly down on Thursday, paring losses in late trading after unexpectedly strong retail sales data underscored the strength of the U.S. economic recovery.</p><p><blockquote>路透纽约5月28日 - 标普500周四小幅收低，在意外强劲的零售销售数据凸显美国经济复苏的强劲势头后，尾盘收窄跌幅。</blockquote></p><p> The three major indexes spent much of the day in negative territory as rising U.S. Treasury yields pressured market-leading tech stocks, and the rising dollar weighed on exporters.</p><p><blockquote>由于美国国债收益率上升给市场领先的科技股带来压力，以及美元升值给出口商带来压力，三大股指当天大部分时间都处于负值区域。</blockquote></p><p> Amazon.com Inc, buoyed by solid online sales in the Commerce Department’s report, helped push the Nasdaq into positive territory.</p><p><blockquote>亚马逊公司在商务部报告中稳健的在线销售提振下，帮助纳斯达克进入正值。</blockquote></p><p> “Looking at today, clearly we had positive news from retail sales and it looks as if the massive slowdown in the economy is not materializing as a lot of people expected,” said Ryan Detrick, senior market strategist at LPL Financial in Charlotte, North Carolina.</p><p><blockquote>“北卡罗来纳州夏洛特市 LPL Financial 高级市场策略师 Ryan Detrick 说：”从今天的情况来看，我们显然收到了零售销售方面的积极消息，而且经济的大幅放缓似乎并没有像许多人预期的那样实现。</blockquote></p><p> “It’s a nice reminder that the economy is still taking two steps forward for each step back even amid the COVID concerns,” Detrick added.</p><p><blockquote>“德特里克补充说：”这很好地提醒我们，即使在 COVID 担忧的情况下，经济仍在每后退一步前进两步。</blockquote></p><p> Economically sensitive transports and microchips were among the outperformers.</p><p><blockquote>对经济敏感的运输和微芯片表现优异。</blockquote></p><p> Data released before the opening bell showed an unexpected bump in retail sales as shoppers weathered Hurricane Ida and the COVID Delta variant, evidence of resilience in the consumer, who contributes about 70% to U.S. economic growth.</p><p><blockquote>开盘前公布的数据显示，随着购物者经受住了飓风艾达和新冠病毒德尔塔变异毒株的考验，零售额意外增长，这证明了消费者的韧性，消费者对美国经济增长的贡献约为70%。</blockquote></p><p> “Once again, it shows the U.S. consumer continues to spend and continues to help this economy grow,” Detrick said.</p><p><blockquote>“德特里克说：”这再次表明美国消费者继续消费，并继续帮助经济增长。</blockquote></p><p> The Dow Jones Industrial Average fell 63.07 points, or 0.18%, to 34,751.32; the S&amp;P 500 lost 6.95 points, or 0.16%, at 4,473.75; and the Nasdaq Composite added 20.40 points, or 0.13%, at 15,181.92.</p><p><blockquote>道琼斯工业平均指数下跌63.07点，跌幅0.18%，至34,751.32点；标普500下跌 6.95 点，跌幅 0.16%，报 4,473.75 点；纳斯达克综合指数上涨 20.40 点，即 0.13%，至 15,181.92 点。</blockquote></p><p> Eight of the 11 major sectors in the S&amp;P 500 ended lower, with materials suffering the largest percentage drop.</p><p><blockquote>标普500 11个主要板块中有8个板块收盘走低，其中材料板块跌幅最大。</blockquote></p><p> The consumer discretionary spending sector posted the biggest gain, with Amazon.com doing the heavy lifting.</p><p><blockquote>非必需消费品支出行业涨幅最大，其中亚马逊承担了重任。</blockquote></p><p> Apparel company Gap Inc gained 1.6%. Online marketplace Etsy Inc and luxury accessory company Tapestry Inc rose 3.1% and 1.9%, respectively.</p><p><blockquote>服装公司 Gap Inc 上涨 1.6%。在线市场 Etsy Inc 和奢侈配饰公司 Tapestry Inc 分别上涨 3.1% 和 1.9%。</blockquote></p><p> Ford Motor Co rose 1.4% after it announced plans to boost production of its F-150 electric pickup model.</p><p><blockquote>福特汽车公司宣布计划提高 F-150 电动皮卡车型的产量，股价上涨 1.4%。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.27-to-1 ratio; on Nasdaq, a 1.06-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所下跌发行量与上涨发行量的比例为 1.27 比 1；在纳斯达克，1.06比1的比率有利于进步人士。</blockquote></p><p> The S&amp;P 500 posted nine new 52-week highs and one new low; the Nasdaq Composite recorded 82 new highs and 94 new lows.</p><p><blockquote>标普500创下9个52周新高和一个新低；纳斯达克综合指数创下82个新高和94个新低。</blockquote></p><p> Volume on U.S. exchanges was 9.37 billion shares, compared with the 9.44 billion average over the last 20 trading days.</p><p><blockquote>美国交易所的成交量为 93.7 亿股，而过去 20 个交易日的平均成交量为 94.4 亿股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-sp-ends-modestly-lower-as-rising-treasury-yields-offset-robust-retail-data-idUSL1N2QI2MB\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-ends-modestly-lower-as-rising-treasury-yields-offset-robust-retail-data-idUSL1N2QI2MB","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105376345","content_text":"NEW YORK (Reuters) - The S&P 500 ended slightly down on Thursday, paring losses in late trading after unexpectedly strong retail sales data underscored the strength of the U.S. economic recovery.\nThe three major indexes spent much of the day in negative territory as rising U.S. Treasury yields pressured market-leading tech stocks, and the rising dollar weighed on exporters.\nAmazon.com Inc, buoyed by solid online sales in the Commerce Department’s report, helped push the Nasdaq into positive territory.\n“Looking at today, clearly we had positive news from retail sales and it looks as if the massive slowdown in the economy is not materializing as a lot of people expected,” said Ryan Detrick, senior market strategist at LPL Financial in Charlotte, North Carolina.\n“It’s a nice reminder that the economy is still taking two steps forward for each step back even amid the COVID concerns,” Detrick added.\nEconomically sensitive transports and microchips were among the outperformers.\nData released before the opening bell showed an unexpected bump in retail sales as shoppers weathered Hurricane Ida and the COVID Delta variant, evidence of resilience in the consumer, who contributes about 70% to U.S. economic growth.\n“Once again, it shows the U.S. consumer continues to spend and continues to help this economy grow,” Detrick said.\nThe Dow Jones Industrial Average fell 63.07 points, or 0.18%, to 34,751.32; the S&P 500 lost 6.95 points, or 0.16%, at 4,473.75; and the Nasdaq Composite added 20.40 points, or 0.13%, at 15,181.92.\nEight of the 11 major sectors in the S&P 500 ended lower, with materials suffering the largest percentage drop.\nThe consumer discretionary spending sector posted the biggest gain, with Amazon.com doing the heavy lifting.\nApparel company Gap Inc gained 1.6%. Online marketplace Etsy Inc and luxury accessory company Tapestry Inc rose 3.1% and 1.9%, respectively.\nFord Motor Co rose 1.4% after it announced plans to boost production of its F-150 electric pickup model.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.27-to-1 ratio; on Nasdaq, a 1.06-to-1 ratio favored advancers.\nThe S&P 500 posted nine new 52-week highs and one new low; the Nasdaq Composite recorded 82 new highs and 94 new lows.\nVolume on U.S. exchanges was 9.37 billion shares, compared with the 9.44 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890397042,"gmtCreate":1628082199786,"gmtModify":1633753792232,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581244873474125","idStr":"3581244873474125"},"themes":[],"title":"","htmlText":"Please like and comment. Thanks","listText":"Please like and comment. Thanks","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/890397042","repostId":"1119528981","repostType":4,"repost":{"id":"1119528981","kind":"news","pubTimestamp":1628081787,"share":"https://www.laohunote.com/m/news/1119528981?lang=zh_CN&edition=full","pubTime":"2021-08-04 20:56","market":"us","language":"en","title":"JPMorgan CEO on state of economy: 'We should celebrate growth'<blockquote>摩根大通首席执行官谈经济状况：“我们应该庆祝增长”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119528981","media":"Fox Business","summary":"Jamie Dimon argues negative impact of fiscal and monetary stimulus is higher inflation.\n\nJPMorgan Ch","content":"<p>  <b>Jamie Dimon argues negative impact of fiscal and monetary stimulus is higher inflation.</b>  JPMorgan Chase CEO&nbsp;Jamie Dimonargues that \"we should celebrate the growth\" and explained during an exclusive interview with FOX Business’Maria Bartiromowhy he believes interest rates are still low at a time when theeconomyis bouncing back from thecoronaviruspandemic and its associated lockdowns.</p><p><blockquote><b>杰米·戴蒙认为，财政和货币刺激的负面影响是更高的通胀。</b>摩根大通首席执行官杰米-迪蒙（Jamie Dimonar）认为 “我们应该庆祝经济增长”，并在接受福克斯商业频道（FOX Business）的玛丽亚-巴蒂罗莫（Maria Bartiromo）独家采访时解释了为什么他认为在经济从冠状病毒大流行及其相关封锁中反弹之际，利率仍然很低。</blockquote></p><p> \"We should celebrate the fact that we can grow at 6%, 7% and God knows in the next year,\" Dimon told Bartiromo in the interview that aired on \"Mornings with Maria\" on Wednesday.</p><p><blockquote>戴蒙在周三《与玛丽亚共度早晨》节目中接受巴蒂罗莫采访时表示：“我们应该庆祝这样一个事实，即明年我们可以增长 6%、7%，天知道。”</blockquote></p><p> Gross domestic product [GDP]– the broadest measure of economic performance – grew at a 6.5% annual rate during the second quarter, according to an advance estimate released last week by the Commerce Department. Analysts surveyed by Refintiv were expecting 8.5% growth. First-quarter GDP was revised down to 6.3% from its previous reading of 6.4%.</p><p><blockquote>根据商务部上周发布的初步估计，第二季度国内生产总值（GDP）——衡量经济表现的最广泛指标——年增长率为6.5%。Refintiv 调查的分析师预计增长 8.5%。第一季度GDP从之前的6.4%下调至6.3%。</blockquote></p><p> The above-trend growth in the second quarter reflected the continued reopening of the U.S. economy and government support via business loans, stimulus checks and extended unemployment benefits.</p><p><blockquote>第二季度高于趋势的增长反映了美国经济的持续重新开放以及政府通过商业贷款、刺激支票和延长失业救济金提供的支持。</blockquote></p><p> The current figures provide a stark contrast from those during the onset of the pandemic.</p><p><blockquote>目前的数据与疫情爆发时的数据形成了鲜明的对比。</blockquote></p><p> The&nbsp;U.S. economyshrank at a dizzying 33% annual ratein the April through June quarter last year, which was by far the worse quarterly plunge ever as the viral outbreak shut down businesses, throwing tens of millions out of work and sending unemployment surging to 14.7%, according to the government.</p><p><blockquote>美国政府表示，去年 4 月至 6 月季度，经济年率萎缩了令人眼花缭乱的 33%，这是迄今为止最严重的季度暴跌，因为病毒爆发导致企业倒闭，数千万人失业，失业率飙升至 14.7%。</blockquote></p><p> As economies reopened, GDP surged by 33.1% on an annualized basis in the three-month period from July through September of last year, the Commerce Department said. The previous post-World War II&nbsp;record was a 16.7% increase in 1950.</p><p><blockquote>美国商务部表示，随着经济重新开放，去年7月至9月的三个月期间，GDP按年率计算飙升了33.1%。此前的二战后记录是1950年16.7%的增长。</blockquote></p><p> Last week, theFederal Reserve saidthat it would maintain ultra-low interest rates and reaffirmed its commitment to other easy monetary policies, but suggested it could dial back that support in coming months if the U.S. economy continues to strengthen.</p><p><blockquote>上周，美联储表示将维持超低利率，并重申对其他宽松货币政策的承诺，但表示如果美国经济继续走强，美联储可能会在未来几个月减少这一支持。</blockquote></p><p> The U.S. central bank, as widely expected,&nbsp;held the benchmark federal funds rate at a range between 0% and 0.25%, where it has been since March 2020, when the virus forced an unprecedented shutdown of the nation's economy. The Fed will also keep purchasing $120 billion in bonds each month, a policy known as \"quantitative easing\" that's designed to keep credit cheap.</p><p><blockquote>正如普遍预期的那样，美国央行将基准联邦基金利率维持在 0% 至 0.25% 之间，这是自 2020 年 3 月病毒迫使美国经济史无前例地关闭以来一直保持的。美联储还将继续每月购买1200亿美元的债券，这项被称为“量化宽松”的政策旨在保持信贷便宜。</blockquote></p><p> Dimon explained that he believes interest rates are still low even as the economy is recovering \"mostly because central banks around the world have bought $12 trillion of bonds.\" He then explained the positive and negative outcomes of that policy.</p><p><blockquote>戴蒙解释说，他认为即使经济正在复苏，利率仍然很低，“主要是因为世界各地的央行购买了 12 万亿美元的债券”。然后，他解释了该政策的积极和消极结果。</blockquote></p><p> \"One outcome is that rates go up,\" Dimon told Bartiromo, noting that he believes interest rates belong at around 3-3.5% and 2% in the short end. He said that with those rates, the U.S. will \"still have healthy growth going for a couple of years.\"</p><p><blockquote>戴蒙告诉巴蒂罗莫：“一个结果是利率上升。”他指出，他认为短期内利率分别在 3-3.5% 和 2% 左右。他表示，按照这些利率，美国“在未来几年内仍将保持健康增长”。</blockquote></p><p> Dimon explained that the negative outcome of current monetary and fiscal stimulus is higherinflation.</p><p><blockquote>戴蒙解释说，当前货币和财政刺激的负面结果是高通胀。</blockquote></p><p> \"We do have a lot of fiscal stimulus, which is unspent, a lot of monetary stimulus is still out there and that may very well lead to higher inflation,\" Dimon said.</p><p><blockquote>戴蒙说：“我们确实有很多财政刺激措施，但这些措施尚未使用，很多货币刺激措施仍然存在，这很可能导致通胀上升。”</blockquote></p><p> He then stressed that in the meantime, the U.S. should \"celebrate the growth and we'll deal with the next problem when we get there.\"</p><p><blockquote>他随后强调，与此同时，美国应该“庆祝增长，当我们到达那里时，我们将处理下一个问题。”</blockquote></p><p> Last month it was revealed that prices for goods and services in Junejumped by the most in 13 years, fueling concerns that a rapidly rebounding economy could lead to runaway growth.</p><p><blockquote>上个月有消息称，6 月份商品和服务价格出现 13 年来最大涨幅，加剧了人们对经济快速反弹可能导致经济失控增长的担忧。</blockquote></p><p> The Labor Department said that prices rose 5.4% year over year with prices trending higher every month this year. Analysts surveyed by Refinitiv were expecting prices to rise 4.9% annually.</p><p><blockquote>劳工部表示，今年物价每个月都在上涨，同比上涨5.4%。路孚特调查的分析师预计价格每年将上涨 4.9%。</blockquote></p><p> According to the department, the consumer price index rose 0.9% in June, faster than the 0.6% increase in May. Analysts surveyed by Refinitiv were expecting a 0.5% gain.</p><p><blockquote>据该部门称，6月份消费者价格指数上涨0.9%，高于5月份0.6%的涨幅。路孚特调查的分析师预计涨幅为0.5%。</blockquote></p><p> Used car prices spiked 10.5% last month, accounting for more than one-third of the increase. Additionally, energy prices climbed 1.5% month over month and food prices rose 0.8%.</p><p><blockquote>上月二手车价格飙升10.5%，占涨幅的三分之一以上。此外，能源价格环比上涨1.5%，食品价格上涨0.8%。</blockquote></p><p> The concern onWall Streetis that rising inflation could force the Fed to pump the brakes earlier than expected and start pulling back the massive monetary support it's providing for the economy.</p><p><blockquote>华尔街担心通胀上升可能会迫使美联储比预期更早踩下刹车，并开始撤回为经济提供的大量货币支持。</blockquote></p><p></p>","source":"lsy1602566126337","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>JPMorgan CEO on state of economy: 'We should celebrate growth'<blockquote>摩根大通首席执行官谈经济状况：“我们应该庆祝增长”</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\">\nJPMorgan CEO on state of economy: 'We should celebrate growth'<blockquote>摩根大通首席执行官谈经济状况：“我们应该庆祝增长”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Fox Business</strong><span class=\"h-time small\">2021-08-04 20:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>Jamie Dimon argues negative impact of fiscal and monetary stimulus is higher inflation.</b>  JPMorgan Chase CEO&nbsp;Jamie Dimonargues that \"we should celebrate the growth\" and explained during an exclusive interview with FOX Business’Maria Bartiromowhy he believes interest rates are still low at a time when theeconomyis bouncing back from thecoronaviruspandemic and its associated lockdowns.</p><p><blockquote><b>杰米·戴蒙认为，财政和货币刺激的负面影响是更高的通胀。</b>摩根大通首席执行官杰米-迪蒙（Jamie Dimonar）认为 “我们应该庆祝经济增长”，并在接受福克斯商业频道（FOX Business）的玛丽亚-巴蒂罗莫（Maria Bartiromo）独家采访时解释了为什么他认为在经济从冠状病毒大流行及其相关封锁中反弹之际，利率仍然很低。</blockquote></p><p> \"We should celebrate the fact that we can grow at 6%, 7% and God knows in the next year,\" Dimon told Bartiromo in the interview that aired on \"Mornings with Maria\" on Wednesday.</p><p><blockquote>戴蒙在周三《与玛丽亚共度早晨》节目中接受巴蒂罗莫采访时表示：“我们应该庆祝这样一个事实，即明年我们可以增长 6%、7%，天知道。”</blockquote></p><p> Gross domestic product [GDP]– the broadest measure of economic performance – grew at a 6.5% annual rate during the second quarter, according to an advance estimate released last week by the Commerce Department. Analysts surveyed by Refintiv were expecting 8.5% growth. First-quarter GDP was revised down to 6.3% from its previous reading of 6.4%.</p><p><blockquote>根据商务部上周发布的初步估计，第二季度国内生产总值（GDP）——衡量经济表现的最广泛指标——年增长率为6.5%。Refintiv 调查的分析师预计增长 8.5%。第一季度GDP从之前的6.4%下调至6.3%。</blockquote></p><p> The above-trend growth in the second quarter reflected the continued reopening of the U.S. economy and government support via business loans, stimulus checks and extended unemployment benefits.</p><p><blockquote>第二季度高于趋势的增长反映了美国经济的持续重新开放以及政府通过商业贷款、刺激支票和延长失业救济金提供的支持。</blockquote></p><p> The current figures provide a stark contrast from those during the onset of the pandemic.</p><p><blockquote>目前的数据与疫情爆发时的数据形成了鲜明的对比。</blockquote></p><p> The&nbsp;U.S. economyshrank at a dizzying 33% annual ratein the April through June quarter last year, which was by far the worse quarterly plunge ever as the viral outbreak shut down businesses, throwing tens of millions out of work and sending unemployment surging to 14.7%, according to the government.</p><p><blockquote>美国政府表示，去年 4 月至 6 月季度，经济年率萎缩了令人眼花缭乱的 33%，这是迄今为止最严重的季度暴跌，因为病毒爆发导致企业倒闭，数千万人失业，失业率飙升至 14.7%。</blockquote></p><p> As economies reopened, GDP surged by 33.1% on an annualized basis in the three-month period from July through September of last year, the Commerce Department said. The previous post-World War II&nbsp;record was a 16.7% increase in 1950.</p><p><blockquote>美国商务部表示，随着经济重新开放，去年7月至9月的三个月期间，GDP按年率计算飙升了33.1%。此前的二战后记录是1950年16.7%的增长。</blockquote></p><p> Last week, theFederal Reserve saidthat it would maintain ultra-low interest rates and reaffirmed its commitment to other easy monetary policies, but suggested it could dial back that support in coming months if the U.S. economy continues to strengthen.</p><p><blockquote>上周，美联储表示将维持超低利率，并重申对其他宽松货币政策的承诺，但表示如果美国经济继续走强，美联储可能会在未来几个月减少这一支持。</blockquote></p><p> The U.S. central bank, as widely expected,&nbsp;held the benchmark federal funds rate at a range between 0% and 0.25%, where it has been since March 2020, when the virus forced an unprecedented shutdown of the nation's economy. The Fed will also keep purchasing $120 billion in bonds each month, a policy known as \"quantitative easing\" that's designed to keep credit cheap.</p><p><blockquote>正如普遍预期的那样，美国央行将基准联邦基金利率维持在 0% 至 0.25% 之间，这是自 2020 年 3 月病毒迫使美国经济史无前例地关闭以来一直保持的。美联储还将继续每月购买1200亿美元的债券，这项被称为“量化宽松”的政策旨在保持信贷便宜。</blockquote></p><p> Dimon explained that he believes interest rates are still low even as the economy is recovering \"mostly because central banks around the world have bought $12 trillion of bonds.\" He then explained the positive and negative outcomes of that policy.</p><p><blockquote>戴蒙解释说，他认为即使经济正在复苏，利率仍然很低，“主要是因为世界各地的央行购买了 12 万亿美元的债券”。然后，他解释了该政策的积极和消极结果。</blockquote></p><p> \"One outcome is that rates go up,\" Dimon told Bartiromo, noting that he believes interest rates belong at around 3-3.5% and 2% in the short end. He said that with those rates, the U.S. will \"still have healthy growth going for a couple of years.\"</p><p><blockquote>戴蒙告诉巴蒂罗莫：“一个结果是利率上升。”他指出，他认为短期内利率分别在 3-3.5% 和 2% 左右。他表示，按照这些利率，美国“在未来几年内仍将保持健康增长”。</blockquote></p><p> Dimon explained that the negative outcome of current monetary and fiscal stimulus is higherinflation.</p><p><blockquote>戴蒙解释说，当前货币和财政刺激的负面结果是高通胀。</blockquote></p><p> \"We do have a lot of fiscal stimulus, which is unspent, a lot of monetary stimulus is still out there and that may very well lead to higher inflation,\" Dimon said.</p><p><blockquote>戴蒙说：“我们确实有很多财政刺激措施，但这些措施尚未使用，很多货币刺激措施仍然存在，这很可能导致通胀上升。”</blockquote></p><p> He then stressed that in the meantime, the U.S. should \"celebrate the growth and we'll deal with the next problem when we get there.\"</p><p><blockquote>他随后强调，与此同时，美国应该“庆祝增长，当我们到达那里时，我们将处理下一个问题。”</blockquote></p><p> Last month it was revealed that prices for goods and services in Junejumped by the most in 13 years, fueling concerns that a rapidly rebounding economy could lead to runaway growth.</p><p><blockquote>上个月有消息称，6 月份商品和服务价格出现 13 年来最大涨幅，加剧了人们对经济快速反弹可能导致经济失控增长的担忧。</blockquote></p><p> The Labor Department said that prices rose 5.4% year over year with prices trending higher every month this year. Analysts surveyed by Refinitiv were expecting prices to rise 4.9% annually.</p><p><blockquote>劳工部表示，今年物价每个月都在上涨，同比上涨5.4%。路孚特调查的分析师预计价格每年将上涨 4.9%。</blockquote></p><p> According to the department, the consumer price index rose 0.9% in June, faster than the 0.6% increase in May. Analysts surveyed by Refinitiv were expecting a 0.5% gain.</p><p><blockquote>据该部门称，6月份消费者价格指数上涨0.9%，高于5月份0.6%的涨幅。路孚特调查的分析师预计涨幅为0.5%。</blockquote></p><p> Used car prices spiked 10.5% last month, accounting for more than one-third of the increase. Additionally, energy prices climbed 1.5% month over month and food prices rose 0.8%.</p><p><blockquote>上月二手车价格飙升10.5%，占涨幅的三分之一以上。此外，能源价格环比上涨1.5%，食品价格上涨0.8%。</blockquote></p><p> The concern onWall Streetis that rising inflation could force the Fed to pump the brakes earlier than expected and start pulling back the massive monetary support it's providing for the economy.</p><p><blockquote>华尔街担心通胀上升可能会迫使美联储比预期更早踩下刹车，并开始撤回为经济提供的大量货币支持。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.foxbusiness.com/business-leaders/jpmorgan-ceo-on-state-of-economy-we-should-celebrate-growth\">Fox Business</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯","SPY":"标普500ETF"},"source_url":"https://www.foxbusiness.com/business-leaders/jpmorgan-ceo-on-state-of-economy-we-should-celebrate-growth","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119528981","content_text":"Jamie Dimon argues negative impact of fiscal and monetary stimulus is higher inflation.\n\nJPMorgan Chase CEO Jamie Dimonargues that \"we should celebrate the growth\" and explained during an exclusive interview with FOX Business’Maria Bartiromowhy he believes interest rates are still low at a time when theeconomyis bouncing back from thecoronaviruspandemic and its associated lockdowns.\n\"We should celebrate the fact that we can grow at 6%, 7% and God knows in the next year,\" Dimon told Bartiromo in the interview that aired on \"Mornings with Maria\" on Wednesday.\nGross domestic product [GDP]– the broadest measure of economic performance – grew at a 6.5% annual rate during the second quarter, according to an advance estimate released last week by the Commerce Department. Analysts surveyed by Refintiv were expecting 8.5% growth. First-quarter GDP was revised down to 6.3% from its previous reading of 6.4%.\nThe above-trend growth in the second quarter reflected the continued reopening of the U.S. economy and government support via business loans, stimulus checks and extended unemployment benefits.\nThe current figures provide a stark contrast from those during the onset of the pandemic.\nThe U.S. economyshrank at a dizzying 33% annual ratein the April through June quarter last year, which was by far the worse quarterly plunge ever as the viral outbreak shut down businesses, throwing tens of millions out of work and sending unemployment surging to 14.7%, according to the government.\nAs economies reopened, GDP surged by 33.1% on an annualized basis in the three-month period from July through September of last year, the Commerce Department said. The previous post-World War II record was a 16.7% increase in 1950.\nLast week, theFederal Reserve saidthat it would maintain ultra-low interest rates and reaffirmed its commitment to other easy monetary policies, but suggested it could dial back that support in coming months if the U.S. economy continues to strengthen.\nThe U.S. central bank, as widely expected, held the benchmark federal funds rate at a range between 0% and 0.25%, where it has been since March 2020, when the virus forced an unprecedented shutdown of the nation's economy. The Fed will also keep purchasing $120 billion in bonds each month, a policy known as \"quantitative easing\" that's designed to keep credit cheap.\nDimon explained that he believes interest rates are still low even as the economy is recovering \"mostly because central banks around the world have bought $12 trillion of bonds.\" He then explained the positive and negative outcomes of that policy.\n\"One outcome is that rates go up,\" Dimon told Bartiromo, noting that he believes interest rates belong at around 3-3.5% and 2% in the short end. He said that with those rates, the U.S. will \"still have healthy growth going for a couple of years.\"\nDimon explained that the negative outcome of current monetary and fiscal stimulus is higherinflation.\n\"We do have a lot of fiscal stimulus, which is unspent, a lot of monetary stimulus is still out there and that may very well lead to higher inflation,\" Dimon said.\nHe then stressed that in the meantime, the U.S. should \"celebrate the growth and we'll deal with the next problem when we get there.\"\nLast month it was revealed that prices for goods and services in Junejumped by the most in 13 years, fueling concerns that a rapidly rebounding economy could lead to runaway growth.\nThe Labor Department said that prices rose 5.4% year over year with prices trending higher every month this year. Analysts surveyed by Refinitiv were expecting prices to rise 4.9% annually.\nAccording to the department, the consumer price index rose 0.9% in June, faster than the 0.6% increase in May. Analysts surveyed by Refinitiv were expecting a 0.5% gain.\nUsed car prices spiked 10.5% last month, accounting for more than one-third of the increase. Additionally, energy prices climbed 1.5% month over month and food prices rose 0.8%.\nThe concern onWall Streetis that rising inflation could force the Fed to pump the brakes earlier than expected and start pulling back the massive monetary support it's providing for the economy.","news_type":1,"symbols_score_info":{"SPY":0.9,".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173934556,"gmtCreate":1626596872575,"gmtModify":1633925574528,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581244873474125","idStr":"3581244873474125"},"themes":[],"title":"","htmlText":"Please like and comment. Thanks","listText":"Please like and comment. Thanks","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/173934556","repostId":"1183956332","repostType":4,"isVote":1,"tweetType":1,"viewCount":951,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144404989,"gmtCreate":1626308742741,"gmtModify":1633928065678,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581244873474125","idStr":"3581244873474125"},"themes":[],"title":"","htmlText":"Please like and comment. Thanks","listText":"Please like and comment. Thanks","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/144404989","repostId":"2151548988","repostType":4,"isVote":1,"tweetType":1,"viewCount":760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":607535073,"gmtCreate":1639559736707,"gmtModify":1639559737492,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581244873474125","idStr":"3581244873474125"},"themes":[],"title":"","htmlText":"Please like and comment. Thanks","listText":"Please like and comment. Thanks","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/607535073","repostId":"1193800022","repostType":4,"repost":{"id":"1193800022","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":1639559318,"share":"https://www.laohunote.com/m/news/1193800022?lang=zh_CN&edition=full","pubTime":"2021-12-15 17:08","market":"us","language":"en","title":"Grab rebounded nearly 2% in premarket trading,though it declined nearly 40% since its debut<blockquote>Grab在盘前交易中反弹近2%，但自上市以来下跌了近40%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1193800022","media":"Tiger Newspress","summary":"Grab rebounded nearly 2% in premarket trading, though it declined nearly 40% since its debut.The com","content":"<p>Grab rebounded nearly 2% in premarket trading,&nbsp;though it declined nearly 40% since its debut.<img src=\"https://static.tigerbbs.com/a7420ad923b6146738c1e005f479bc16\" tg-width=\"765\" tg-height=\"558\" width=\"100%\" height=\"auto\">The company&nbsp;made its debut on the Nasdaq on Dec. 2 after merging with Altimeter Growth Corp., a special purpose acquisition company (SPAC) managed by hedge fund Altimeter Capital. However, the ride-hailing and delivery company has experienced a rocky start, as shares of GRAB stock have declined&nbsp;nearly 40% since.&nbsp;</p><p><blockquote>Grab在盘前交易中反弹近2%，但自上市以来下跌了近40%。该公司在与对冲基金Altimeter Capital管理的特殊目的收购公司(SPAC)Altimeter Growth Corp.合并后于12月2日在纳斯达克首次亮相。然而，这家叫车和送货公司的开局并不顺利，GRAB股价此后下跌了近40%。</blockquote></p><p> Yesterday, Grab announced that it would be buying Jaya Grocer, one of the top premium supermarket chains based in Malaysia. Financial terms of the acquisition were not immediately disclosed, although a source close to the matter said the acquisition price would be between RM 1.5 billion and RM 1.8 billion. As part of the agreement, Grab will buy 100% of all Jaya Grocer ordinary shares and 75% of its preference shares. Additionally, Grab will have the option to buy the remaining preference shares after the transaction closes. Preference shareholders have priority over common stock holders when it comes to dividends, although they do not generally have voting rights.</p><p><blockquote>昨天，Grab宣布将收购马来西亚顶级连锁超市之一Jaya Grocer。收购的财务条款没有立即披露，尽管一位知情人士表示，收购价格将在15亿至18亿令吉之间。作为协议的一部分，Grab将购买Jaya Grocer 100%的普通股和75%的优先股。此外，Grab将有权在交易结束后购买剩余的优先股。优先股股东在股息方面优先于普通股股东，尽管他们通常没有投票权。</blockquote></p><p> Furthermore, due to regulatory reasons, Grab plans to partner with a local investor, who will own 50% of the voting shares in Jaya Grocer. However, the local investor has not been disclosed yet. Grab announced that the acquisition will likely close during the first quarter of 2022.</p><p><blockquote>此外，由于监管原因，Grab计划与当地投资者合作，后者将拥有Jaya Grocer 50%的投票权股份。不过，当地投资方暂未披露。Grab宣布，此次收购可能会在2022年第一季度完成。</blockquote></p><p> The grocery chain reported RM 1.34 billion in sales for the financial year ended June 2020. Gross profit tallied in at RM 68.65 million.</p><p><blockquote>这家杂货连锁店报告称，截至2020年6月的财年销售额为13.4亿令吉。毛利润为6865万令吉。</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>Grab rebounded nearly 2% in premarket trading,though it declined nearly 40% since its debut<blockquote>Grab在盘前交易中反弹近2%，但自上市以来下跌了近40%</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\">\nGrab rebounded nearly 2% in premarket trading,though it declined nearly 40% since its debut<blockquote>Grab在盘前交易中反弹近2%，但自上市以来下跌了近40%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-15 17:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Grab rebounded nearly 2% in premarket trading,&nbsp;though it declined nearly 40% since its debut.<img src=\"https://static.tigerbbs.com/a7420ad923b6146738c1e005f479bc16\" tg-width=\"765\" tg-height=\"558\" width=\"100%\" height=\"auto\">The company&nbsp;made its debut on the Nasdaq on Dec. 2 after merging with Altimeter Growth Corp., a special purpose acquisition company (SPAC) managed by hedge fund Altimeter Capital. However, the ride-hailing and delivery company has experienced a rocky start, as shares of GRAB stock have declined&nbsp;nearly 40% since.&nbsp;</p><p><blockquote>Grab在盘前交易中反弹近2%，但自上市以来下跌了近40%。该公司在与对冲基金Altimeter Capital管理的特殊目的收购公司(SPAC)Altimeter Growth Corp.合并后于12月2日在纳斯达克首次亮相。然而，这家叫车和送货公司的开局并不顺利，GRAB股价此后下跌了近40%。</blockquote></p><p> Yesterday, Grab announced that it would be buying Jaya Grocer, one of the top premium supermarket chains based in Malaysia. Financial terms of the acquisition were not immediately disclosed, although a source close to the matter said the acquisition price would be between RM 1.5 billion and RM 1.8 billion. As part of the agreement, Grab will buy 100% of all Jaya Grocer ordinary shares and 75% of its preference shares. Additionally, Grab will have the option to buy the remaining preference shares after the transaction closes. Preference shareholders have priority over common stock holders when it comes to dividends, although they do not generally have voting rights.</p><p><blockquote>昨天，Grab宣布将收购马来西亚顶级连锁超市之一Jaya Grocer。收购的财务条款没有立即披露，尽管一位知情人士表示，收购价格将在15亿至18亿令吉之间。作为协议的一部分，Grab将购买Jaya Grocer 100%的普通股和75%的优先股。此外，Grab将有权在交易结束后购买剩余的优先股。优先股股东在股息方面优先于普通股股东，尽管他们通常没有投票权。</blockquote></p><p> Furthermore, due to regulatory reasons, Grab plans to partner with a local investor, who will own 50% of the voting shares in Jaya Grocer. However, the local investor has not been disclosed yet. Grab announced that the acquisition will likely close during the first quarter of 2022.</p><p><blockquote>此外，由于监管原因，Grab计划与当地投资者合作，后者将拥有Jaya Grocer 50%的投票权股份。不过，当地投资方暂未披露。Grab宣布，此次收购可能会在2022年第一季度完成。</blockquote></p><p> The grocery chain reported RM 1.34 billion in sales for the financial year ended June 2020. Gross profit tallied in at RM 68.65 million.</p><p><blockquote>这家杂货连锁店报告称，截至2020年6月的财年销售额为13.4亿令吉。毛利润为6865万令吉。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193800022","content_text":"Grab rebounded nearly 2% in premarket trading, though it declined nearly 40% since its debut.The company made its debut on the Nasdaq on Dec. 2 after merging with Altimeter Growth Corp., a special purpose acquisition company (SPAC) managed by hedge fund Altimeter Capital. However, the ride-hailing and delivery company has experienced a rocky start, as shares of GRAB stock have declined nearly 40% since. \nYesterday, Grab announced that it would be buying Jaya Grocer, one of the top premium supermarket chains based in Malaysia. Financial terms of the acquisition were not immediately disclosed, although a source close to the matter said the acquisition price would be between RM 1.5 billion and RM 1.8 billion. As part of the agreement, Grab will buy 100% of all Jaya Grocer ordinary shares and 75% of its preference shares. Additionally, Grab will have the option to buy the remaining preference shares after the transaction closes. Preference shareholders have priority over common stock holders when it comes to dividends, although they do not generally have voting rights.\nFurthermore, due to regulatory reasons, Grab plans to partner with a local investor, who will own 50% of the voting shares in Jaya Grocer. However, the local investor has not been disclosed yet. Grab announced that the acquisition will likely close during the first quarter of 2022.\nThe grocery chain reported RM 1.34 billion in sales for the financial year ended June 2020. Gross profit tallied in at RM 68.65 million.","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":1089,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874399645,"gmtCreate":1637727072351,"gmtModify":1637727072652,"author":{"id":"3581244873474125","authorId":"3581244873474125","name":"US_watchlist","avatar":"https://static.tigerbbs.com/c45e6bbe1cefb0fecde067a20b3c788f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581244873474125","idStr":"3581244873474125"},"themes":[],"title":"","htmlText":"Please like and comment. Thanks","listText":"Please like and comment. Thanks","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/874399645","repostId":"1129062663","repostType":4,"isVote":1,"tweetType":1,"viewCount":720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}