SandDust的个人主页 - 老虎社区

SandDust

SandDust

暂无个人介绍

IP属地：未知

573关注

62粉丝

0主题

0勋章

2021-06-19

Is this the best time to buy Alibaba?I personally think so. Despite all the negative headlines, Alibaba has been hovering at this strong baseline.But if you going for short term trading gain this is not what you will like to buy in (go for meme cryptos instead).Next few years Alibaba will spend more money in their business to expand and catch up the competitors. I do believe in their LT story. You?

2021-06-18

My Tiger Jouney - Jun21

My Tiger broker journey so far Bought Geely - due to the upcoming EV spinoff positive news. Tencent - Interesting company with long term potential. if you in China, you will understand. Ping Ann - Long term blue chip insurance company. Concord - New energy play Rolls Royce - Recovery play from Covid Melco - Recovery play from Covid Any comment from your side on my picks? Do you recommend any stocks that I should have a serious look? let me know!

My Tiger Jouney - Jun21

2021-08-04

I think Netflix hard to compete with strong content creator like Disney or HBO..

抱歉，原内容已删除

2021-05-24

Deflation aren't coming anytime soon.

抱歉，原内容已删除

2021-06-25

It is simple. Market is giving higher valuation to car manufacturers who going into EV and reducing valuation on Tesla due to competition.Do you agree?

Why Tesla stock is getting left in Ford's and GM's dust<blockquote>为什么特斯拉股票被福特和通用汽车甩在身后</blockquote>

2021-07-29

Unless Netflix can continue to churn out own content, it will be hard to fight with Disney and HBO

抱歉，原内容已删除

2021-07-24

It is more of doing what ultimately the authorities will ask them to do. Smart.

抱歉，原内容已删除

2021-06-26

Nike want to do business in China while joining the bandwagon to critic the country. Please comment and like

抱歉，原内容已删除

2021-06-24

Please comment and like

These 2 Unknown Nasdaq Stocks Are Making Shareholders Richer Today<blockquote>这两只不为人知的纳斯达克股票今天让股东变得更富有</blockquote>

2021-05-29

Please comment

抱歉，原内容已删除

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3581331938298103","uuid":"3581331938298103","gmtCreate":1618317469379,"gmtModify":1625382986085,"name":"SandDust","pinyin":"sanddust","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/ea6083d742fc232449a625fb122842c8","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":62,"headSize":573,"tweetSize":425,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.09","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.06.30","exceedPercentage":"60.36%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.06.02","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":12,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":697933735,"gmtCreate":1642205991103,"gmtModify":1642205991775,"author":{"id":"3581331938298103","authorId":"3581331938298103","name":"SandDust","avatar":"https://static.tigerbbs.com/ea6083d742fc232449a625fb122842c8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581331938298103","idStr":"3581331938298103"},"themes":[],"htmlText":"国内提倡企业变小","listText":"国内提倡企业变小","text":"国内提倡企业变小","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697933735","repostId":"695951793","repostType":1,"repost":{"id":695951793,"gmtCreate":1641307328114,"gmtModify":1641385974979,"author":{"id":"20706277526874","authorId":"20706277526874","name":"哆啦Ella","avatar":"https://static.tigerbbs.com/6c7f85ee38e9332ddf2ebe72a8afd489","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"20706277526874","idStr":"20706277526874"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 超过<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 成为中国市值第一的公司。没想到这一天竟是这样来到的","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 超过<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 成为中国市值第一的公司。没想到这一天竟是这样来到的","text":"$台积电(TSM)$ 超过$腾讯控股(00700)$ 成为中国市值第一的公司。没想到这一天竟是这样来到的","images":[{"img":"https://static.tigerbbs.com/94d412da6fdad0de41476e7d68c8e354","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695951793","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697939629,"gmtCreate":1642205231247,"gmtModify":1642205231893,"author":{"id":"3581331938298103","authorId":"3581331938298103","name":"SandDust","avatar":"https://static.tigerbbs.com/ea6083d742fc232449a625fb122842c8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581331938298103","idStr":"3581331938298103"},"themes":[],"htmlText":"Wow, been a journey so far. Losing money short term but I think good LT","listText":"Wow, been a journey so far. Losing money short term but I think good LT","text":"Wow, been a journey so far. Losing money short term but I think good LT","images":[{"img":"https://static.tigerbbs.com/7d4f4f3fac7fd10b34c827f1aa7bea49","width":"1080","height":"1653"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697939629","isVote":1,"tweetType":1,"viewCount":2696,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":696815933,"gmtCreate":1640661142658,"gmtModify":1640661421227,"author":{"id":"3581331938298103","authorId":"3581331938298103","name":"SandDust","avatar":"https://static.tigerbbs.com/ea6083d742fc232449a625fb122842c8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581331938298103","idStr":"3581331938298103"},"themes":[],"htmlText":"Irrational Investing works very well","listText":"Irrational Investing works very well","text":"Irrational Investing works very well","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/696815933","repostId":"1184668150","repostType":4,"repost":{"id":"1184668150","kind":"news","pubTimestamp":1640659044,"share":"https://www.laohu8.com/m/news/1184668150?lang=zh_CN&edition=full","pubTime":"2021-12-28 10:37","market":"us","language":"en","title":"Why Rivian Stock Surged Today<blockquote>为什么Rivian股价今天飙升</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184668150","media":"Motley Fool","summary":"What happened\nRivian Automotive(NASDAQ:RIVN)popped 10.6% on Monday as investors piled back into the ","content":"<p>What happened</p><p><blockquote>发生了什么</blockquote></p><p> <b>Rivian Automotive</b>(NASDAQ:RIVN)popped 10.6% on Monday as investors piled back into the electric vehicle (EV) company's shares.</p><p><blockquote><b>Rivian汽车</b>（纳斯达克：RIVN）周一上涨10.6%，投资者重新买入这家电动汽车（EV）公司的股票。</blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> There doesn't appear to be any company-specific news that spurred Rivian's gains today. However, several factors likely contributed to its sharp upwards move.</p><p><blockquote>今天似乎没有任何特定公司的消息刺激Rivian的上涨。然而，有几个因素可能导致其大幅上涨。</blockquote></p><p> Stock trading volumes tend to be lower during the final week of the year, so price movements can be more severe than at times when more shares are traded. Additionally, traders often are more bullish during this time, as they seek to profit from the so-called Santa Claus rally. The stock markets have historically performed well during the five days after Christmas and the first two days of the new year.</p><p><blockquote>在一年的最后一周，股票交易量往往较低，因此价格波动可能比股票交易较多时更剧烈。此外，交易者在此期间通常更加看涨，因为他们寻求从所谓的圣诞老人反弹中获利。从历史上看，股市在圣诞节后的五天和新年的头两天表现良好。</blockquote></p><p> This bullishness may have led investors to take a more positive view of Rivian and other growth stocks, many of which have seen their share prices decline sharply in recent weeks.</p><p><blockquote>这种看涨情绪可能导致投资者对Rivian和其他成长型股票持更加积极的看法，其中许多股票最近几周股价大幅下跌。</blockquote></p><p> Now what</p><p><blockquote>现在怎么办</blockquote></p><p> Rivian's future appears particularly bright. The EV maker is enjoying surging demand for its vehicles. Preorders for its R1T pickup truck rose from approximately 48,000 at the end of the third quarter to 71,000 by Dec. 15.</p><p><blockquote>Rivian的未来显得尤为光明。这家电动汽车制造商的汽车需求激增。截至12月15日，其R1T皮卡车的预订量从第三季度末的约48,000辆增加到71,000辆。</blockquote></p><p> To meet this demand, Rivian is rapidly expanding its manufacturing network. The company is investing $5 billion to build a new plant in Georgia. The facility is forecasted to assemble as many as 400,000 vehicles annually at peak output, with production anticipated to start in 2024.</p><p><blockquote>为了满足这一需求，Rivian正在迅速扩大其制造网络。该公司将投资50亿美元在佐治亚州建造一座新工厂。该工厂预计在峰值产量时每年组装多达40万辆汽车，预计将于2024年开始生产。</blockquote></p><p> Rivian also has valuable backing from&nbsp;<b>Amazon.com</b>(NASDAQ:AMZN). The e-commerce juggernaut owns roughly 20% of the EV upstart's shares. Amazon has placed a massive order for 100,000 delivery vans, which gives Rivian tremendous visibility into its revenue outlook, as well as the ability to spend more aggressively to ramp up its vehicle production rates.</p><p><blockquote>Rivian还得到了以下方面的宝贵支持：<b>亚马逊</b>（纳斯达克：AMZN）。这家电子商务巨头拥有这家电动汽车新贵约20%的股份。亚马逊已经下了10万辆送货车的巨额订单，这让Rivian对其收入前景有了极大的了解，并有能力更积极地投入资金来提高汽车生产率。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Rivian Stock Surged Today<blockquote>为什么Rivian股价今天飙升</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Rivian Stock Surged Today<blockquote>为什么Rivian股价今天飙升</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\">2021-12-28 10:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p>What happened</p><p><blockquote>发生了什么</blockquote></p><p> <b>Rivian Automotive</b>(NASDAQ:RIVN)popped 10.6% on Monday as investors piled back into the electric vehicle (EV) company's shares.</p><p><blockquote><b>Rivian汽车</b>（纳斯达克：RIVN）周一上涨10.6%，投资者重新买入这家电动汽车（EV）公司的股票。</blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> There doesn't appear to be any company-specific news that spurred Rivian's gains today. However, several factors likely contributed to its sharp upwards move.</p><p><blockquote>今天似乎没有任何特定公司的消息刺激Rivian的上涨。然而，有几个因素可能导致其大幅上涨。</blockquote></p><p> Stock trading volumes tend to be lower during the final week of the year, so price movements can be more severe than at times when more shares are traded. Additionally, traders often are more bullish during this time, as they seek to profit from the so-called Santa Claus rally. The stock markets have historically performed well during the five days after Christmas and the first two days of the new year.</p><p><blockquote>在一年的最后一周，股票交易量往往较低，因此价格波动可能比股票交易较多时更剧烈。此外，交易者在此期间通常更加看涨，因为他们寻求从所谓的圣诞老人反弹中获利。从历史上看，股市在圣诞节后的五天和新年的头两天表现良好。</blockquote></p><p> This bullishness may have led investors to take a more positive view of Rivian and other growth stocks, many of which have seen their share prices decline sharply in recent weeks.</p><p><blockquote>这种看涨情绪可能导致投资者对Rivian和其他成长型股票持更加积极的看法，其中许多股票最近几周股价大幅下跌。</blockquote></p><p> Now what</p><p><blockquote>现在怎么办</blockquote></p><p> Rivian's future appears particularly bright. The EV maker is enjoying surging demand for its vehicles. Preorders for its R1T pickup truck rose from approximately 48,000 at the end of the third quarter to 71,000 by Dec. 15.</p><p><blockquote>Rivian的未来显得尤为光明。这家电动汽车制造商的汽车需求激增。截至12月15日，其R1T皮卡车的预订量从第三季度末的约48,000辆增加到71,000辆。</blockquote></p><p> To meet this demand, Rivian is rapidly expanding its manufacturing network. The company is investing $5 billion to build a new plant in Georgia. The facility is forecasted to assemble as many as 400,000 vehicles annually at peak output, with production anticipated to start in 2024.</p><p><blockquote>为了满足这一需求，Rivian正在迅速扩大其制造网络。该公司将投资50亿美元在佐治亚州建造一座新工厂。该工厂预计在峰值产量时每年组装多达40万辆汽车，预计将于2024年开始生产。</blockquote></p><p> Rivian also has valuable backing from&nbsp;<b>Amazon.com</b>(NASDAQ:AMZN). The e-commerce juggernaut owns roughly 20% of the EV upstart's shares. Amazon has placed a massive order for 100,000 delivery vans, which gives Rivian tremendous visibility into its revenue outlook, as well as the ability to spend more aggressively to ramp up its vehicle production rates.</p><p><blockquote>Rivian还得到了以下方面的宝贵支持：<b>亚马逊</b>（纳斯达克：AMZN）。这家电子商务巨头拥有这家电动汽车新贵约20%的股份。亚马逊已经下了10万辆送货车的巨额订单，这让Rivian对其收入前景有了极大的了解，并有能力更积极地投入资金来提高汽车生产率。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/27/why-rivian-stock-surged-today/\">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":{"RIVN":"Rivian Automotive, Inc."},"source_url":"https://www.fool.com/investing/2021/12/27/why-rivian-stock-surged-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184668150","content_text":"What happened\nRivian Automotive(NASDAQ:RIVN)popped 10.6% on Monday as investors piled back into the electric vehicle (EV) company's shares.\nSo what\nThere doesn't appear to be any company-specific news that spurred Rivian's gains today. However, several factors likely contributed to its sharp upwards move.\nStock trading volumes tend to be lower during the final week of the year, so price movements can be more severe than at times when more shares are traded. Additionally, traders often are more bullish during this time, as they seek to profit from the so-called Santa Claus rally. The stock markets have historically performed well during the five days after Christmas and the first two days of the new year.\nThis bullishness may have led investors to take a more positive view of Rivian and other growth stocks, many of which have seen their share prices decline sharply in recent weeks.\nNow what\nRivian's future appears particularly bright. The EV maker is enjoying surging demand for its vehicles. Preorders for its R1T pickup truck rose from approximately 48,000 at the end of the third quarter to 71,000 by Dec. 15.\nTo meet this demand, Rivian is rapidly expanding its manufacturing network. The company is investing $5 billion to build a new plant in Georgia. The facility is forecasted to assemble as many as 400,000 vehicles annually at peak output, with production anticipated to start in 2024.\nRivian also has valuable backing from Amazon.com(NASDAQ:AMZN). The e-commerce juggernaut owns roughly 20% of the EV upstart's shares. Amazon has placed a massive order for 100,000 delivery vans, which gives Rivian tremendous visibility into its revenue outlook, as well as the ability to spend more aggressively to ramp up its vehicle production rates.","news_type":1,"symbols_score_info":{"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":2965,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696812329,"gmtCreate":1640660983161,"gmtModify":1640660983809,"author":{"id":"3581331938298103","authorId":"3581331938298103","name":"SandDust","avatar":"https://static.tigerbbs.com/ea6083d742fc232449a625fb122842c8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581331938298103","idStr":"3581331938298103"},"themes":[],"htmlText":"Hope, and more hope","listText":"Hope, and more hope","text":"Hope, and more hope","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696812329","repostId":"1122253585","repostType":4,"isVote":1,"tweetType":1,"viewCount":2915,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691723781,"gmtCreate":1640247314278,"gmtModify":1640247314906,"author":{"id":"3581331938298103","authorId":"3581331938298103","name":"SandDust","avatar":"https://static.tigerbbs.com/ea6083d742fc232449a625fb122842c8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581331938298103","idStr":"3581331938298103"},"themes":[],"htmlText":"Irrational Investing","listText":"Irrational Investing","text":"Irrational Investing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691723781","repostId":"2193423197","repostType":4,"isVote":1,"tweetType":1,"viewCount":2962,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691949315,"gmtCreate":1640130344729,"gmtModify":1640130347715,"author":{"id":"3581331938298103","authorId":"3581331938298103","name":"SandDust","avatar":"https://static.tigerbbs.com/ea6083d742fc232449a625fb122842c8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581331938298103","idStr":"3581331938298103"},"themes":[],"htmlText":"So who will now own those data?","listText":"So who will now own those data?","text":"So who will now own those data?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691949315","repostId":"1117816621","repostType":4,"isVote":1,"tweetType":1,"viewCount":3183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691921985,"gmtCreate":1640128805971,"gmtModify":1640128806638,"author":{"id":"3581331938298103","authorId":"3581331938298103","name":"SandDust","avatar":"https://static.tigerbbs.com/ea6083d742fc232449a625fb122842c8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581331938298103","idStr":"3581331938298103"},"themes":[],"htmlText":"Omicron is the most mild mutant that can give us hope?","listText":"Omicron is the most mild mutant that can give us hope?","text":"Omicron is the most mild mutant that can give us hope?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691921985","repostId":"2193166647","repostType":2,"repost":{"id":"2193166647","kind":"news","pubTimestamp":1640127634,"share":"https://www.laohu8.com/m/news/2193166647?lang=zh_CN&edition=full","pubTime":"2021-12-22 07:00","market":"us","language":"zh","title":"外媒头条：美国FDA或于本周批准辉瑞和默沙东新冠药物","url":"https://stock-news.laohu8.com/highlight/detail?id=2193166647","media":"市场资讯","summary":"自2020年疫情爆发以来，已有超过80万美国人死于Covid-19。2021年的移民趋势也有所下降，因为疫情抑制了国际旅行。第三季度派息总额1300亿美元，比2020年第三季度的1155亿美元增长12.5%。该机构称，到目前为止，已追回超过23亿美元的被盗资金，并逮捕了100多名嫌疑人，这些嫌疑人包括个人到有组织的团体。自2020年初疫情开始以来，美国政府已在新冠救济金方面斥资约3.5万亿美元。美国特勤局目前有900多项与疫情欺诈有关的调查。","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p>\n<blockquote>\n <b>1、疫情放大长期因素 美国2021年人口增速创历史新低</b>\n</blockquote>\n<blockquote>\n <b>2、欧洲天然气和电价涨幅均超20% 双双创出纪录新高</b>\n</blockquote>\n<blockquote>\n <b>3、拜登：omicron蔓延将意味着会有大量突破性感染出现</b>\n</blockquote>\n<blockquote>\n <b>4、美国FDA据悉最早本周批准<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>和默克的新冠口服药</b>\n</blockquote>\n<blockquote>\n <b>5、标普500成份股公司第三季度回购和派息总额达创纪录的3647亿美元</b>\n</blockquote>\n<blockquote>\n <b>6、美国特勤局：近1000亿美元疫情救助资金遭犯罪分子窃取</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/55a8f1f0dc76c49d1a44f0e9368c4d8d\" tg-width=\"720\" tg-height=\"432\" referrerpolicy=\"no-referrer\"></p>\n<p><b>疫情放大长期因素 美国2021年人口增速创历史新低</b></p>\n<p>美国人口普查局周二公布的数据显示，由于新冠疫情放大了移民减少、人口老龄化和低出生率的影响，美国2021年人口增速为有史以来最低水平。</p>\n<p>今年美国人口仅增长0.1%，即392665人，比上世纪初流感大流行和第一次世界大战期间的增幅还要低。这也是1937年以来人口增量首次不到100万。</p>\n<p>数据显示，华盛顿和纽约等地区人口下降幅度最大，而爱达荷州、犹他州和周边几个州的人口增幅最大。</p>\n<p>虽然由于人口老龄化和低出生率等长期因素，美国人口增长率多年来一直是下降趋势，但今年的情况有疫情的原因。自2020年疫情爆发以来，已有超过80万美国人死于Covid-19。2021年的移民趋势也有所下降，因为疫情抑制了国际旅行。</p>\n<p><img src=\"https://static.tigerbbs.com/b842e580537902620d85f915a1682427\" tg-width=\"720\" tg-height=\"382\" referrerpolicy=\"no-referrer\"><b>欧洲天然气和电价涨幅均超20% 双双创出纪录新高</b></p>\n<p>欧洲今年的能源危机对经济复苏构成威胁，天然气和电力价格双双创出纪录新高。</p>\n<p>周二，俄罗斯限制向欧洲的天然气输送后，价格飙升了超过20%，通常是电力输出国的法国被迫提高电力进口，并燃烧石油来维持供电。价格的上涨也迫使部分企业关闭或限产，而与此同时，上月欧元区通胀率也飙升至了历史新高。</p>\n<p>能源吃紧加剧之际，omicron变异株也在欧洲各地传播，使得整个地区的经济前景恶化。价格上涨也令供应链不畅加剧，给汽车、风力涡轮等各个行业带来重创。食品生产商同样受到影响，能源密集的化肥产业成本飙升。</p>\n<p>“现在不只是能源成本的问题，还有这些供应链问题，”哥伦比亚大学全球能源政策中心研究学者Anne-Sophie Corbeau表示。“食物和供暖是非常重要的。现在，许多人可能面临取暖问题，但是由于水果和蔬菜价格昂贵，可能也会出现粮食问题。所有的东西价格都很贵。”</p>\n<p>欧洲天然气期货一度飙升28%，管网运营商Gascade表示，俄罗斯通过一个重要管道向德国输送的天然气规模降至零，转而向东输往了波兰。此番情况可能在周三持续。</p>\n<p><img src=\"https://static.tigerbbs.com/5a4a430cef6a2ddee84960f47fc8ee35\" tg-width=\"720\" tg-height=\"517\" referrerpolicy=\"no-referrer\"></p>\n<p><b>拜登：omicron蔓延将意味着会有大量突破性感染出现</b></p>\n<p>美国总统拜登表示，omicron变异株将在已接种人群中导致更多“突破性”感染，数量“可能是庞大的”， 但他们不太可能发展为重症。</p>\n<p>拜登周二在白宫发表讲话称，特别是对于那些打过加强针的人来说，突破性感染最有可能意味着“无症状”或轻症。他提到前总统特朗普之前公开表示接种了加强针。拜登说，“这可能是他和我很少有的意见统一的事情之一”。</p>\n<p>然而，对于未注射疫苗的人，拜登警告说，等待他们的会是一个包含重症和死亡的严峻冬天。</p>\n<p>拜登概述了遏制omicron影响的新策略。美国政府将向家庭免费提供5亿套新冠检测试剂，派遣1000名军人支持医院，建立新的检测点和接种站。</p>\n<p><img src=\"https://static.tigerbbs.com/88720bc11314b57dfaf1a29fd72a6030\" tg-width=\"720\" tg-height=\"481\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国FDA据悉最早本周批准辉瑞和默克的新冠口服药</b></p>\n<p>知情人士透露，美国食品和药物监督管理局（FDA）最早本周将批准辉瑞和默克生产的新冠口服药，这将是抗疫征程中一个重要里程碑，标志着疗法很快将扩大至口服药市场。</p>\n<p>三位知情人士称，FDA最早可能在周三宣布批准的消息。但他们同时警告称，最终计划可能会改变。</p>\n<p>辉瑞的Paxlovid和默克的Molnupiravir针对病毒检测呈阳性的高风险人群，病患需在家中连续数天服药。这些口服药的推出将降低医院负担，因为预计冬季美国的感染人数将大幅上升。</p>\n<p><img src=\"https://static.tigerbbs.com/82c38d6151bb58fcab605eed6bda9cd9\" tg-width=\"720\" tg-height=\"481\" referrerpolicy=\"no-referrer\"></p>\n<p><b>标普500成份股公司第三季度回购和派息总额达创纪录的3647亿美元</b></p>\n<p>标普500指数成份股公司第三季度通过回购和派息，向股东创纪录回馈3647亿美元，使得滚动12个月股东总回报达到1.24万亿美元。</p>\n<p>第三季度股票回购总额为2346亿美元，比2020年第三季度的1018亿美元增长130.5%。</p>\n<p>第三季度派息总额1300亿美元，比2020年第三季度的1155亿美元增长12.5%。</p>\n<p>“虽然公司在2021年第三季度回购了创纪录的股票，但相对于盈利和市值，他们的支出似乎谨慎，”标普道琼斯指数高级指数分析师Howard Silverblatt在新闻稿中表示。</p>\n<p>标普道琼斯预计第四季度的股票回购将“继续在更高的水平”。</p>\n<p><img src=\"https://static.tigerbbs.com/5d374333acd34c687478f9257f44b58b\" tg-width=\"720\" tg-height=\"405\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国特勤局：近1000亿美元疫情救助资金遭犯罪分子窃取</b></p>\n<p>美国特勤局周二表示，犯罪分子窃取了近1000亿美元的疫情救助资金。</p>\n<p>被盗资金来自于美国小企业管理局的薪资保护计划、经济伤害灾难贷款计划和另一个旨在在全国范围内发放失业援助基金的计划。</p>\n<p>该机构称，到目前为止，已追回超过23亿美元的被盗资金，并逮捕了100多名嫌疑人，这些嫌疑人包括个人到有组织的团体。自2020年初疫情开始以来，美国政府已在新冠救济金方面斥资约3.5万亿美元。</p>\n<p>该机构人士表示，获得资金的便利让犯罪分子更容易上手。“毫无疑问，这些救助计划很容易在线访问，因此给犯罪分子带来可乘之机。”</p>\n<p>美国特勤局目前有900多项与疫情欺诈有关的调查。</p>","source":"sina_symbol","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>外媒头条：美国FDA或于本周批准辉瑞和默沙东新冠药物</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n外媒头条：美国FDA或于本周批准辉瑞和默沙东新冠药物\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-22 07:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-12-22/doc-ikyakumx5583206.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、疫情放大长期因素 美国2021年人口增速创历史新低\n\n\n2、欧洲天然气和电价涨幅均超20% 双双创出纪录新高\n\n\n3、拜登：omicron蔓延将意味着会有大量突破性感染出现\n\n\n4、美国FDA据悉最早本周批准辉瑞和默克的新冠口服药\n\n\n5、标普500成份股公司第三季度回购和派息总额达创纪录的3647亿美元\n\n\n6、美国特勤局：近1000亿美元...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-12-22/doc-ikyakumx5583206.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/88720bc11314b57dfaf1a29fd72a6030","relate_stocks":{"UNG":"美国天然气基金",".IXIC":"NASDAQ Composite","UGAZ":"三倍做多天然气ETN(VelocityShares)",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-12-22/doc-ikyakumx5583206.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193166647","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、疫情放大长期因素 美国2021年人口增速创历史新低\n\n\n2、欧洲天然气和电价涨幅均超20% 双双创出纪录新高\n\n\n3、拜登：omicron蔓延将意味着会有大量突破性感染出现\n\n\n4、美国FDA据悉最早本周批准辉瑞和默克的新冠口服药\n\n\n5、标普500成份股公司第三季度回购和派息总额达创纪录的3647亿美元\n\n\n6、美国特勤局：近1000亿美元疫情救助资金遭犯罪分子窃取\n\n\n疫情放大长期因素 美国2021年人口增速创历史新低\n美国人口普查局周二公布的数据显示，由于新冠疫情放大了移民减少、人口老龄化和低出生率的影响，美国2021年人口增速为有史以来最低水平。\n今年美国人口仅增长0.1%，即392665人，比上世纪初流感大流行和第一次世界大战期间的增幅还要低。这也是1937年以来人口增量首次不到100万。\n数据显示，华盛顿和纽约等地区人口下降幅度最大，而爱达荷州、犹他州和周边几个州的人口增幅最大。\n虽然由于人口老龄化和低出生率等长期因素，美国人口增长率多年来一直是下降趋势，但今年的情况有疫情的原因。自2020年疫情爆发以来，已有超过80万美国人死于Covid-19。2021年的移民趋势也有所下降，因为疫情抑制了国际旅行。\n欧洲天然气和电价涨幅均超20% 双双创出纪录新高\n欧洲今年的能源危机对经济复苏构成威胁，天然气和电力价格双双创出纪录新高。\n周二，俄罗斯限制向欧洲的天然气输送后，价格飙升了超过20%，通常是电力输出国的法国被迫提高电力进口，并燃烧石油来维持供电。价格的上涨也迫使部分企业关闭或限产，而与此同时，上月欧元区通胀率也飙升至了历史新高。\n能源吃紧加剧之际，omicron变异株也在欧洲各地传播，使得整个地区的经济前景恶化。价格上涨也令供应链不畅加剧，给汽车、风力涡轮等各个行业带来重创。食品生产商同样受到影响，能源密集的化肥产业成本飙升。\n“现在不只是能源成本的问题，还有这些供应链问题，”哥伦比亚大学全球能源政策中心研究学者Anne-Sophie Corbeau表示。“食物和供暖是非常重要的。现在，许多人可能面临取暖问题，但是由于水果和蔬菜价格昂贵，可能也会出现粮食问题。所有的东西价格都很贵。”\n欧洲天然气期货一度飙升28%，管网运营商Gascade表示，俄罗斯通过一个重要管道向德国输送的天然气规模降至零，转而向东输往了波兰。此番情况可能在周三持续。\n\n拜登：omicron蔓延将意味着会有大量突破性感染出现\n美国总统拜登表示，omicron变异株将在已接种人群中导致更多“突破性”感染，数量“可能是庞大的”， 但他们不太可能发展为重症。\n拜登周二在白宫发表讲话称，特别是对于那些打过加强针的人来说，突破性感染最有可能意味着“无症状”或轻症。他提到前总统特朗普之前公开表示接种了加强针。拜登说，“这可能是他和我很少有的意见统一的事情之一”。\n然而，对于未注射疫苗的人，拜登警告说，等待他们的会是一个包含重症和死亡的严峻冬天。\n拜登概述了遏制omicron影响的新策略。美国政府将向家庭免费提供5亿套新冠检测试剂，派遣1000名军人支持医院，建立新的检测点和接种站。\n\n美国FDA据悉最早本周批准辉瑞和默克的新冠口服药\n知情人士透露，美国食品和药物监督管理局（FDA）最早本周将批准辉瑞和默克生产的新冠口服药，这将是抗疫征程中一个重要里程碑，标志着疗法很快将扩大至口服药市场。\n三位知情人士称，FDA最早可能在周三宣布批准的消息。但他们同时警告称，最终计划可能会改变。\n辉瑞的Paxlovid和默克的Molnupiravir针对病毒检测呈阳性的高风险人群，病患需在家中连续数天服药。这些口服药的推出将降低医院负担，因为预计冬季美国的感染人数将大幅上升。\n\n标普500成份股公司第三季度回购和派息总额达创纪录的3647亿美元\n标普500指数成份股公司第三季度通过回购和派息，向股东创纪录回馈3647亿美元，使得滚动12个月股东总回报达到1.24万亿美元。\n第三季度股票回购总额为2346亿美元，比2020年第三季度的1018亿美元增长130.5%。\n第三季度派息总额1300亿美元，比2020年第三季度的1155亿美元增长12.5%。\n“虽然公司在2021年第三季度回购了创纪录的股票，但相对于盈利和市值，他们的支出似乎谨慎，”标普道琼斯指数高级指数分析师Howard Silverblatt在新闻稿中表示。\n标普道琼斯预计第四季度的股票回购将“继续在更高的水平”。\n\n美国特勤局：近1000亿美元疫情救助资金遭犯罪分子窃取\n美国特勤局周二表示，犯罪分子窃取了近1000亿美元的疫情救助资金。\n被盗资金来自于美国小企业管理局的薪资保护计划、经济伤害灾难贷款计划和另一个旨在在全国范围内发放失业援助基金的计划。\n该机构称，到目前为止，已追回超过23亿美元的被盗资金，并逮捕了100多名嫌疑人，这些嫌疑人包括个人到有组织的团体。自2020年初疫情开始以来，美国政府已在新冠救济金方面斥资约3.5万亿美元。\n该机构人士表示，获得资金的便利让犯罪分子更容易上手。“毫无疑问，这些救助计划很容易在线访问，因此给犯罪分子带来可乘之机。”\n美国特勤局目前有900多项与疫情欺诈有关的调查。","news_type":1,"symbols_score_info":{"UNG":0.9,".SPX":0.9,".DJI":0.9,".IXIC":0.9,"UGAZ":0.9}},"isVote":1,"tweetType":1,"viewCount":2199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699601002,"gmtCreate":1639787411221,"gmtModify":1639787411940,"author":{"id":"3581331938298103","authorId":"3581331938298103","name":"SandDust","avatar":"https://static.tigerbbs.com/ea6083d742fc232449a625fb122842c8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581331938298103","idStr":"3581331938298103"},"themes":[],"htmlText":"Hopeful","listText":"Hopeful","text":"Hopeful","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699601002","repostId":"2191863199","repostType":2,"isVote":1,"tweetType":1,"viewCount":2993,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699338304,"gmtCreate":1639747534560,"gmtModify":1639747593897,"author":{"id":"3581331938298103","authorId":"3581331938298103","name":"SandDust","avatar":"https://static.tigerbbs.com/ea6083d742fc232449a625fb122842c8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581331938298103","idStr":"3581331938298103"},"themes":[],"htmlText":"Wow so nice if you sharing wealth secret","listText":"Wow so nice if you sharing wealth secret","text":"Wow so nice if you sharing wealth secret","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699338304","repostId":"2192783759","repostType":4,"isVote":1,"tweetType":1,"viewCount":3015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604464513,"gmtCreate":1639440014495,"gmtModify":1639440018807,"author":{"id":"3581331938298103","authorId":"3581331938298103","name":"SandDust","avatar":"https://static.tigerbbs.com/ea6083d742fc232449a625fb122842c8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581331938298103","idStr":"3581331938298103"},"themes":[],"htmlText":"How does it taste? Anyone here try before?&nbsp;","listText":"How does it taste? Anyone here try before?&nbsp;","text":"How does it taste? Anyone here try before?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604464513","repostId":"1173614364","repostType":2,"repost":{"id":"1173614364","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":1639437700,"share":"https://www.laohu8.com/m/news/1173614364?lang=zh_CN&edition=full","pubTime":"2021-12-14 07:21","market":"us","language":"en","title":"Piper Sandler boosts Beyond Meat's price target to $64 from $61 and upgrades its rating to Neutral<blockquote>Piper Sandler将Beyond Meat目标价从61美元上调至64美元，并将其评级上调至中性</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1173614364","media":"Tiger Newspress","summary":"Beyond Meat stock jumped more than 6% in extended trading after Piper Sandler boosted its price targ","content":"<p>Beyond Meat&nbsp;stock&nbsp;jumped&nbsp;more&nbsp;than&nbsp;6%&nbsp;in extended trading&nbsp;after&nbsp;Piper Sandler boosted its price target to $64 from $61 and upgraded its rating to Neutral.</p><p><blockquote>在Piper Sandler将目标价从61美元上调至64美元并将评级上调至中性后，Beyond Meat股价在盘后交易中上涨超过6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/52c1b4e989a5c4f2314e5de990571456\" tg-width=\"840\" tg-height=\"620\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Beyond Meat&nbsp;shares leap as Piper Sandler says that its industry contacts expect a nationwide U.S. McPlant launch in late Q1 2022, earlier than previously anticipated.</p><p><blockquote>Piper Sandler表示，其行业联系人预计McPlant将于2022年第一季度末在美国全国范围内推出，比之前预期的要早，Beyond Meat股价大幅上涨。</blockquote></p><p> Piper Sandler's limited channel checks have suggested generally positive anecdotal feedback, leading McDonald's&nbsp;to reportedly move forward quickly with the nationwide release. \"The expected MCD lift gives us better comfort in our target multiple,\" writes analyst Michael Lavery.</p><p><blockquote>派珀·桑德勒（Piper Sandler）有限的渠道检查表明，轶事反馈普遍积极，据报道，麦当劳迅速推进了全国范围内的发布。分析师迈克尔·拉威利(Michael Lavery)写道：“预期的MCD上涨让我们对目标市盈率更加放心。”</blockquote></p><p> Lavery estimates BYND's McPlant sales could be $75M, assuming a 5% share of burger sales, based on a lower price point of $4.00/pound as the company attempts to match or undercut traditional meat prices. He still remains concerned with price compression in both food service and retail along with an unfavorable margin outlook.</p><p><blockquote>Lavery估计，假设BYND的McPlant销售额占汉堡销售额的5%，基于4.00美元/磅的较低价格点，因为该公司试图匹配或降低传统肉类价格。他仍然担心食品服务和零售业的价格压缩以及不利的利润率前景。</blockquote></p><p> Piper Sandler boosts its price target to $64 from $61 and upgrades its rating to Neutral. Sell-side analysts are primarily Neutral or Bearish on BYND, while Seeking Alpha's Quant Rating is&nbsp;Very Bearish on the stock.</p><p><blockquote>Piper Sandler将目标价从61美元上调至64美元，并将评级上调至中性。卖方分析师对BYND大多持中性或看跌态度，而Seeking Alpha的量化评级对该股非常看跌。</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>Piper Sandler boosts Beyond Meat's price target to $64 from $61 and upgrades its rating to Neutral<blockquote>Piper Sandler将Beyond Meat目标价从61美元上调至64美元，并将其评级上调至中性</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\">\nPiper Sandler boosts Beyond Meat's price target to $64 from $61 and upgrades its rating to Neutral<blockquote>Piper Sandler将Beyond Meat目标价从61美元上调至64美元，并将其评级上调至中性</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\">2021-12-14 07:21</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Beyond Meat&nbsp;stock&nbsp;jumped&nbsp;more&nbsp;than&nbsp;6%&nbsp;in extended trading&nbsp;after&nbsp;Piper Sandler boosted its price target to $64 from $61 and upgraded its rating to Neutral.</p><p><blockquote>在Piper Sandler将目标价从61美元上调至64美元并将评级上调至中性后，Beyond Meat股价在盘后交易中上涨超过6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/52c1b4e989a5c4f2314e5de990571456\" tg-width=\"840\" tg-height=\"620\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Beyond Meat&nbsp;shares leap as Piper Sandler says that its industry contacts expect a nationwide U.S. McPlant launch in late Q1 2022, earlier than previously anticipated.</p><p><blockquote>Piper Sandler表示，其行业联系人预计McPlant将于2022年第一季度末在美国全国范围内推出，比之前预期的要早，Beyond Meat股价大幅上涨。</blockquote></p><p> Piper Sandler's limited channel checks have suggested generally positive anecdotal feedback, leading McDonald's&nbsp;to reportedly move forward quickly with the nationwide release. \"The expected MCD lift gives us better comfort in our target multiple,\" writes analyst Michael Lavery.</p><p><blockquote>派珀·桑德勒（Piper Sandler）有限的渠道检查表明，轶事反馈普遍积极，据报道，麦当劳迅速推进了全国范围内的发布。分析师迈克尔·拉威利(Michael Lavery)写道：“预期的MCD上涨让我们对目标市盈率更加放心。”</blockquote></p><p> Lavery estimates BYND's McPlant sales could be $75M, assuming a 5% share of burger sales, based on a lower price point of $4.00/pound as the company attempts to match or undercut traditional meat prices. He still remains concerned with price compression in both food service and retail along with an unfavorable margin outlook.</p><p><blockquote>Lavery估计，假设BYND的McPlant销售额占汉堡销售额的5%，基于4.00美元/磅的较低价格点，因为该公司试图匹配或降低传统肉类价格。他仍然担心食品服务和零售业的价格压缩以及不利的利润率前景。</blockquote></p><p> Piper Sandler boosts its price target to $64 from $61 and upgrades its rating to Neutral. Sell-side analysts are primarily Neutral or Bearish on BYND, while Seeking Alpha's Quant Rating is&nbsp;Very Bearish on the stock.</p><p><blockquote>Piper Sandler将目标价从61美元上调至64美元，并将评级上调至中性。卖方分析师对BYND大多持中性或看跌态度，而Seeking Alpha的量化评级对该股非常看跌。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BYND":"Beyond Meat, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173614364","content_text":"Beyond Meat stock jumped more than 6% in extended trading after Piper Sandler boosted its price target to $64 from $61 and upgraded its rating to Neutral.\n\nBeyond Meat shares leap as Piper Sandler says that its industry contacts expect a nationwide U.S. McPlant launch in late Q1 2022, earlier than previously anticipated.\nPiper Sandler's limited channel checks have suggested generally positive anecdotal feedback, leading McDonald's to reportedly move forward quickly with the nationwide release. \"The expected MCD lift gives us better comfort in our target multiple,\" writes analyst Michael Lavery.\nLavery estimates BYND's McPlant sales could be $75M, assuming a 5% share of burger sales, based on a lower price point of $4.00/pound as the company attempts to match or undercut traditional meat prices. He still remains concerned with price compression in both food service and retail along with an unfavorable margin outlook.\nPiper Sandler boosts its price target to $64 from $61 and upgrades its rating to Neutral. Sell-side analysts are primarily Neutral or Bearish on BYND, while Seeking Alpha's Quant Rating is Very Bearish on the stock.","news_type":1,"symbols_score_info":{"BYND":0.9}},"isVote":1,"tweetType":1,"viewCount":3099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604656087,"gmtCreate":1639391724453,"gmtModify":1639391727181,"author":{"id":"3581331938298103","authorId":"3581331938298103","name":"SandDust","avatar":"https://static.tigerbbs.com/ea6083d742fc232449a625fb122842c8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581331938298103","idStr":"3581331938298103"},"themes":[],"htmlText":"Welcome to Penang!","listText":"Welcome to Penang!","text":"Welcome to Penang!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/604656087","repostId":"1135293840","repostType":4,"isVote":1,"tweetType":1,"viewCount":1564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604044488,"gmtCreate":1639289743664,"gmtModify":1639298651131,"author":{"id":"3581331938298103","authorId":"3581331938298103","name":"SandDust","avatar":"https://static.tigerbbs.com/ea6083d742fc232449a625fb122842c8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581331938298103","idStr":"3581331938298103"},"themes":[],"htmlText":"Too late perhaps?","listText":"Too late perhaps?","text":"Too late perhaps?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604044488","repostId":"2190567199","repostType":4,"isVote":1,"tweetType":1,"viewCount":945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605060182,"gmtCreate":1639093838875,"gmtModify":1639093839633,"author":{"id":"3581331938298103","authorId":"3581331938298103","name":"SandDust","avatar":"https://static.tigerbbs.com/ea6083d742fc232449a625fb122842c8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581331938298103","idStr":"3581331938298103"},"themes":[],"htmlText":"Inflationary because US keep printing monies.. FACT","listText":"Inflationary because US keep printing monies.. FACT","text":"Inflationary because US keep printing monies.. FACT","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605060182","repostId":"2190343645","repostType":2,"repost":{"id":"2190343645","kind":"news","pubTimestamp":1639085987,"share":"https://www.laohu8.com/m/news/2190343645?lang=zh_CN&edition=full","pubTime":"2021-12-10 05:39","market":"sh","language":"zh","title":"外媒头条：美国CPI恐再“爆表”！是时候对冲通胀了","url":"https://stock-news.laohu8.com/highlight/detail?id=2190343645","media":"新浪财经","summary":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、IMF首席经济学家：全球面临通胀压力和奥密克戎带来的风险\n\n\n2、美国商务部长称若不能解决芯片危机会造成毁灭性影响\n\n\n3、美国家庭净资产创疫后复","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p>\n<blockquote>\n <b>1、IMF首席经济学家：全球面临通胀压力和奥密克戎带来的风险</b>\n</blockquote>\n<blockquote>\n <b>2、美国商务部长称若不能解决芯片危机会造成毁灭性影响</b>\n</blockquote>\n<blockquote>\n <b>3、美国家庭净资产创疫后复苏以来最低增幅</b>\n</blockquote>\n<blockquote>\n <b>4、美国CPI数据恐进一步攀升 <a href=\"https://laohu8.com/S/BLK\">贝莱德</a>：现在是时候对冲通胀了</b>\n</blockquote>\n<blockquote>\n <b>5、美国上周首次申请失业救济人数降至52年最低 受季节性因素影响</b>\n</blockquote>\n<blockquote>\n <b>6、尽管面临疫情挑战 标普仍预计明年石油需求将增长</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/171ee93eeb2ef6ad06cf1393d17fe165\" tg-width=\"720\" tg-height=\"461\" referrerpolicy=\"no-referrer\"></p>\n<p><b>IMF首席经济学家：全球面临通胀压力和奥密克戎带来的风险</b></p>\n<p>国际货币基金组织（IMF）首席经济学家周四表示，各国央行没有空间维持宽松的货币政策和低利率，并警告说，新冠疫情的代价可能远高于预期。</p>\n<p>IMF首席经济学家Gita Gopinath表示，除了目前预计的12.5万亿美元损失之外，像奥密克戎（Omicron）这样更易传播的新冠变体可能会使全球经济再损失5.3万亿美元。</p>\n<p>“我们现在处于这样一个阶段，全球各国根本没有空间保持非常宽松的货币政策，将利率维持在极低的水平。我们看到全球各地的通胀压力都在积聚，”她说。</p>\n<p>Gopinath补充说：“因此，想想这样一种情况，疫情可能会持续更长时间，供应中断时间会更长，从而带来通胀压力，然后我们面临着真正风险，即滞胀担忧。”</p>\n<p><img src=\"https://static.tigerbbs.com/5212ae28f04e24df1b80bd53b47e900c\" tg-width=\"720\" tg-height=\"541\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国商务部长称若不能解决芯片危机会造成毁灭性影响</b></p>\n<p>美国商务部长雷蒙多表示，如果国会不马上通过拜登政府旨在缓解芯片短缺问题的法案，对美国经济将产生“毁灭性”影响。</p>\n<p>“延后通过的后果再怎么说都不夸张，”雷蒙多周四接受采访时称。“如果不能在圣诞节前完成，就必须在1月完成，因为长期回避这个问题的后果对我们的经济和国家安全来说确实是毁灭性的，”她说道。</p>\n<p>雷蒙多一直在敦促国会通过《芯片法案》以提供520亿美元帮助计算机芯片制造商，缓解供应短缺局面。</p>\n<p>德克萨斯州共和党参议员John Cornyn周三表示，《芯片法案》可能要到2月才能通过。</p>\n<p><img src=\"https://static.tigerbbs.com/a6b793e107dcfc6eafc907b0b32a952c\" tg-width=\"720\" tg-height=\"406\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国家庭净资产创疫后复苏以来最低增幅</b></p>\n<p>美国家庭净资产增速在第三季度降温，股市的暂时回撤抵消了房价上涨的财富效应。</p>\n<p>美联储周四发布的数据显示，在第二季度增加6.14万亿美元之后，家庭净资产在第三季度增加近2.4万亿美元，增幅为1.7%。虽然季度增量是疫情复苏中最小的一次。</p>\n<p>第三季度增长包括家庭房地产增值1.4万亿美元，但股票价值减少近3200亿美元。</p>\n<p>不过，并非所有人都从大流行期间的股价飙升和房地产热潮中受益。调查数据表明，仅有略多于一半的美国人持有股票。而对于租房居住的大约三分之一家庭来说，租金正在迅速上升。</p>\n<p>较高的储蓄水平仍然是家庭支出的一个重要来源，不过随着联邦政府刺激措施的减弱，储蓄有所下降。第三季度私人储蓄净额折年率增长2.84万亿美元，为2020年初以来最慢增速。</p>\n<p><img src=\"https://static.tigerbbs.com/c01e6086ac39e2b3a4bd7ceb2827ad79\" tg-width=\"720\" tg-height=\"481\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国CPI数据恐进一步攀升 <a href=\"https://laohu8.com/S/BLK\">贝莱德</a>：现在是时候对冲通胀了</b></p>\n<p>贝莱德的Gargi Chaudhuri预计周五的通胀数据将超过华尔街的预期，并建议投资者对冲更高的通胀。</p>\n<p>“我们可能会得到比市场定价略强一些的东西，”这位贝莱德<a href=\"https://laohu8.com/S/EEME\">iShares</a>安硕美洲投资策略主管周四接受采访时表示。“我预计市场中的部分商品门类以及服务领域会更强劲，例如住房通胀。”</p>\n<p>通胀处于数十年来的最高水平。根据经济学家预测，周五的数据显示11月份通胀率达到6.8%，将是里根时代以来的最高水平，也是许多美国人有生以来遇到的最高通胀。</p>\n<p>Chaudhuri表示，她预计2022年晚些时候通胀将放缓，而商品和服务价格将保持在疫情前水平之上。为了保护自己，投资者应该关注那些能够抵御通胀侵蚀回报的资产，例如“能够转嫁价格上涨的公司的股票”。</p>\n<p><img src=\"https://static.tigerbbs.com/fcc456868080840479884603ed672cd3\" tg-width=\"720\" tg-height=\"481\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国上周首次申请失业救济人数降至52年最低 受季节性因素影响</b></p>\n<p>美国上周首次申请失业救济人数降至1969年以来最低水平，凸显出对数据进行季节性调整的难度。</p>\n<p>美国劳工部周四发布的数据显示，截至12月4日的一周，首次申领失业救济人数比前一周减少4.3万，至18.4万人。经济学家中值预期为22万人。</p>\n<p>此前两周该数据已经出现大幅下降，许多经济学家将其归因于假期前后季节性波动因素导致数据调整难度较大。未经调整的首次申领失业救济人数增加约64000人。</p>\n<p>随着美国人重返工作岗位，加之雇主努力留住员工，今年以来，失业救济申请人数呈下降趋势。</p>\n<p>物价上涨和新冠疫情继续加大企业经营及招聘活动难度。上月非农就业人数创下今年以来最小增幅，普遍出现劳动力短缺情况。</p>\n<p><img src=\"https://static.tigerbbs.com/474eb4abca6af4679c83ff8cd42f157c\" tg-width=\"720\" tg-height=\"479\" referrerpolicy=\"no-referrer\"></p>\n<p><b>尽管面临疫情挑战 标普仍预计明年石油需求将增长</b></p>\n<p><a href=\"https://laohu8.com/S/SPGI\">标普全球</a>普氏称，尽管全球仍在继续应对冠状病毒新变种，但明年石油需求仍将增长。</p>\n<p><a href=\"https://laohu8.com/S/SPGI\">标普全球</a>普氏的供应和生产主管Shin Kim在该公司2022年能源展望报告中表示，2022年消费增长的很大一部分将来自航油，以及市场对汽车燃料等其他石油产品的需求上升。</p>\n<p>“石油需求增长的基础稳固，”她说，预计明年的日需求量增幅在300万至640万桶之间。</p>\n<p>不过，能源市场的基调将取决于供应增长的步伐，经过两年的库存萎缩后，生产需要反弹才能满足需求。伊朗恢复供应将产生最大的影响。</p>\n<p>“如果我们不考虑伊朗，而且在其他地方发生重大供应中断，那就意味着真正的问题将是我们是否将试探100美元/桶的油价，” Kim说。</p>\n<p>她说，眼下市场正进入季节性油价疲软时期，但随着需求上升导致供应吃紧，油价5月份后应该会反弹。普氏预计，原油价格将在2022年中期左右回到每桶80美元的水平。</p>","source":"XLCJ","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>外媒头条：美国CPI恐再“爆表”！是时候对冲通胀了</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n外媒头条：美国CPI恐再“爆表”！是时候对冲通胀了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-10 05:39 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-12-10/doc-ikyamrmy7981726.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、IMF首席经济学家：全球面临通胀压力和奥密克戎带来的风险\n\n\n2、美国商务部长称若不能解决芯片危机会造成毁灭性影响\n\n\n3、美国家庭净资产创疫后复苏以来最低增幅\n\n\n4、美国CPI数据恐进一步攀升 贝莱德：现在是时候对冲通胀了\n\n\n5、美国上周首次申请失业救济人数降至52年最低 受季节性因素影响\n\n\n6、尽管面临疫情挑战 标普仍预计明年石油需求...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-12-10/doc-ikyamrmy7981726.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/017a2d51f9605f643f552ed0e3997176","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-12-10/doc-ikyamrmy7981726.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2190343645","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、IMF首席经济学家：全球面临通胀压力和奥密克戎带来的风险\n\n\n2、美国商务部长称若不能解决芯片危机会造成毁灭性影响\n\n\n3、美国家庭净资产创疫后复苏以来最低增幅\n\n\n4、美国CPI数据恐进一步攀升 贝莱德：现在是时候对冲通胀了\n\n\n5、美国上周首次申请失业救济人数降至52年最低 受季节性因素影响\n\n\n6、尽管面临疫情挑战 标普仍预计明年石油需求将增长\n\n\nIMF首席经济学家：全球面临通胀压力和奥密克戎带来的风险\n国际货币基金组织（IMF）首席经济学家周四表示，各国央行没有空间维持宽松的货币政策和低利率，并警告说，新冠疫情的代价可能远高于预期。\nIMF首席经济学家Gita Gopinath表示，除了目前预计的12.5万亿美元损失之外，像奥密克戎（Omicron）这样更易传播的新冠变体可能会使全球经济再损失5.3万亿美元。\n“我们现在处于这样一个阶段，全球各国根本没有空间保持非常宽松的货币政策，将利率维持在极低的水平。我们看到全球各地的通胀压力都在积聚，”她说。\nGopinath补充说：“因此，想想这样一种情况，疫情可能会持续更长时间，供应中断时间会更长，从而带来通胀压力，然后我们面临着真正风险，即滞胀担忧。”\n\n美国商务部长称若不能解决芯片危机会造成毁灭性影响\n美国商务部长雷蒙多表示，如果国会不马上通过拜登政府旨在缓解芯片短缺问题的法案，对美国经济将产生“毁灭性”影响。\n“延后通过的后果再怎么说都不夸张，”雷蒙多周四接受采访时称。“如果不能在圣诞节前完成，就必须在1月完成，因为长期回避这个问题的后果对我们的经济和国家安全来说确实是毁灭性的，”她说道。\n雷蒙多一直在敦促国会通过《芯片法案》以提供520亿美元帮助计算机芯片制造商，缓解供应短缺局面。\n德克萨斯州共和党参议员John Cornyn周三表示，《芯片法案》可能要到2月才能通过。\n\n美国家庭净资产创疫后复苏以来最低增幅\n美国家庭净资产增速在第三季度降温，股市的暂时回撤抵消了房价上涨的财富效应。\n美联储周四发布的数据显示，在第二季度增加6.14万亿美元之后，家庭净资产在第三季度增加近2.4万亿美元，增幅为1.7%。虽然季度增量是疫情复苏中最小的一次。\n第三季度增长包括家庭房地产增值1.4万亿美元，但股票价值减少近3200亿美元。\n不过，并非所有人都从大流行期间的股价飙升和房地产热潮中受益。调查数据表明，仅有略多于一半的美国人持有股票。而对于租房居住的大约三分之一家庭来说，租金正在迅速上升。\n较高的储蓄水平仍然是家庭支出的一个重要来源，不过随着联邦政府刺激措施的减弱，储蓄有所下降。第三季度私人储蓄净额折年率增长2.84万亿美元，为2020年初以来最慢增速。\n\n美国CPI数据恐进一步攀升 贝莱德：现在是时候对冲通胀了\n贝莱德的Gargi Chaudhuri预计周五的通胀数据将超过华尔街的预期，并建议投资者对冲更高的通胀。\n“我们可能会得到比市场定价略强一些的东西，”这位贝莱德iShares安硕美洲投资策略主管周四接受采访时表示。“我预计市场中的部分商品门类以及服务领域会更强劲，例如住房通胀。”\n通胀处于数十年来的最高水平。根据经济学家预测，周五的数据显示11月份通胀率达到6.8%，将是里根时代以来的最高水平，也是许多美国人有生以来遇到的最高通胀。\nChaudhuri表示，她预计2022年晚些时候通胀将放缓，而商品和服务价格将保持在疫情前水平之上。为了保护自己，投资者应该关注那些能够抵御通胀侵蚀回报的资产，例如“能够转嫁价格上涨的公司的股票”。\n\n美国上周首次申请失业救济人数降至52年最低 受季节性因素影响\n美国上周首次申请失业救济人数降至1969年以来最低水平，凸显出对数据进行季节性调整的难度。\n美国劳工部周四发布的数据显示，截至12月4日的一周，首次申领失业救济人数比前一周减少4.3万，至18.4万人。经济学家中值预期为22万人。\n此前两周该数据已经出现大幅下降，许多经济学家将其归因于假期前后季节性波动因素导致数据调整难度较大。未经调整的首次申领失业救济人数增加约64000人。\n随着美国人重返工作岗位，加之雇主努力留住员工，今年以来，失业救济申请人数呈下降趋势。\n物价上涨和新冠疫情继续加大企业经营及招聘活动难度。上月非农就业人数创下今年以来最小增幅，普遍出现劳动力短缺情况。\n\n尽管面临疫情挑战 标普仍预计明年石油需求将增长\n标普全球普氏称，尽管全球仍在继续应对冠状病毒新变种，但明年石油需求仍将增长。\n标普全球普氏的供应和生产主管Shin Kim在该公司2022年能源展望报告中表示，2022年消费增长的很大一部分将来自航油，以及市场对汽车燃料等其他石油产品的需求上升。\n“石油需求增长的基础稳固，”她说，预计明年的日需求量增幅在300万至640万桶之间。\n不过，能源市场的基调将取决于供应增长的步伐，经过两年的库存萎缩后，生产需要反弹才能满足需求。伊朗恢复供应将产生最大的影响。\n“如果我们不考虑伊朗，而且在其他地方发生重大供应中断，那就意味着真正的问题将是我们是否将试探100美元/桶的油价，” Kim说。\n她说，眼下市场正进入季节性油价疲软时期，但随着需求上升导致供应吃紧，油价5月份后应该会反弹。普氏预计，原油价格将在2022年中期左右回到每桶80美元的水平。","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605087644,"gmtCreate":1639093780303,"gmtModify":1639093780955,"author":{"id":"3581331938298103","authorId":"3581331938298103","name":"SandDust","avatar":"https://static.tigerbbs.com/ea6083d742fc232449a625fb122842c8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581331938298103","idStr":"3581331938298103"},"themes":[],"htmlText":"Waiting...","listText":"Waiting...","text":"Waiting...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605087644","repostId":"1165217477","repostType":2,"repost":{"id":"1165217477","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":1639067136,"share":"https://www.laohu8.com/m/news/1165217477?lang=zh_CN&edition=full","pubTime":"2021-12-10 00:25","market":"us","language":"en","title":"Grab and Lucid stocks plunged more than 10%<blockquote>Grab和Lucid股价暴跌逾10%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1165217477","media":"Tiger Newspress","summary":"Grab and Lucid stocks plunged more than 10% in Thursday's trading.","content":"<p>Grab and Lucid stocks plunged more than 10% in Thursday's trading.</p><p><blockquote>Grab和Lucid股价在周四交易中暴跌超过10%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ff3dbe26b3f4c86357541ed2ff3d7bfe\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/c38542f4d2e6fa7aceb9fdf2aeb694ab\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Grab and Lucid stocks plunged more than 10%<blockquote>Grab和Lucid股价暴跌逾10%</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 and Lucid stocks plunged more than 10%<blockquote>Grab和Lucid股价暴跌逾10%</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\">2021-12-10 00:25</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Grab and Lucid stocks plunged more than 10% in Thursday's trading.</p><p><blockquote>Grab和Lucid股价在周四交易中暴跌超过10%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ff3dbe26b3f4c86357541ed2ff3d7bfe\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/c38542f4d2e6fa7aceb9fdf2aeb694ab\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings","LCID":"Lucid Group Inc"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165217477","content_text":"Grab and Lucid stocks plunged more than 10% in Thursday's trading.","news_type":1,"symbols_score_info":{"LCID":0.9,"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":1047,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602560309,"gmtCreate":1639042211223,"gmtModify":1639042236315,"author":{"id":"3581331938298103","authorId":"3581331938298103","name":"SandDust","avatar":"https://static.tigerbbs.com/ea6083d742fc232449a625fb122842c8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581331938298103","idStr":"3581331938298103"},"themes":[],"htmlText":"This is not financial tech. These are more of money games","listText":"This is not financial tech. These are more of money games","text":"This is not financial tech. These are more of money games","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602560309","repostId":"1113345566","repostType":4,"repost":{"id":"1113345566","kind":"news","pubTimestamp":1639036048,"share":"https://www.laohu8.com/m/news/1113345566?lang=zh_CN&edition=full","pubTime":"2021-12-09 15:47","market":"us","language":"en","title":"US is 'unquestionably' behind the curve on crypto ETFs, says Brian Brooks<blockquote>布莱恩·布鲁克斯(Brian Brooks)表示，美国在加密货币ETF方面“毫无疑问”落后于形势</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1113345566","media":"cointelegraph","summary":"Bitfury CEO and former Acting Comptroller of the Currency Brian Brooks has hinted the regulatory env","content":"<p><div> Bitfury CEO and former Acting Comptroller of the Currency Brian Brooks has hinted the regulatory environment in the United States could drive many crypto firms outside the country, and has already ...</p><p><blockquote><div>Bitfury首席执行官兼前代理货币审计长布莱恩·布鲁克斯（Brian Brooks）暗示，美国的监管环境可能会将许多加密公司赶出美国，并且已经...</div></blockquote></p><p>  <a href=\"https://cointelegraph.com/news/us-is-unquestionably-behind-the-curve-on-crypto-etfs-says-brian-brooks\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://cointelegraph.com/news/us-is-unquestionably-behind-the-curve-on-crypto-etfs-says-brian-brooks\">网页连接</a></blockquote></p><p></p>","source":"lsy1629186964774","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US is 'unquestionably' behind the curve on crypto ETFs, says Brian Brooks<blockquote>布莱恩·布鲁克斯(Brian Brooks)表示，美国在加密货币ETF方面“毫无疑问”落后于形势</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS is 'unquestionably' behind the curve on crypto ETFs, says Brian Brooks<blockquote>布莱恩·布鲁克斯(Brian Brooks)表示，美国在加密货币ETF方面“毫无疑问”落后于形势</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">cointelegraph</strong><span class=\"h-time small\">2021-12-09 15:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Bitfury CEO and former Acting Comptroller of the Currency Brian Brooks has hinted the regulatory environment in the United States could drive many crypto firms outside the country, and has already ...</p><p><blockquote><div>Bitfury首席执行官兼前代理货币审计长布莱恩·布鲁克斯（Brian Brooks）暗示，美国的监管环境可能会将许多加密公司赶出美国，并且已经...</div></blockquote></p><p>  <a href=\"https://cointelegraph.com/news/us-is-unquestionably-behind-the-curve-on-crypto-etfs-says-brian-brooks\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://cointelegraph.com/news/us-is-unquestionably-behind-the-curve-on-crypto-etfs-says-brian-brooks\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://cointelegraph.com/news/us-is-unquestionably-behind-the-curve-on-crypto-etfs-says-brian-brooks\">cointelegraph</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://cointelegraph.com/news/us-is-unquestionably-behind-the-curve-on-crypto-etfs-says-brian-brooks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113345566","content_text":"Bitfury CEO and former Acting Comptroller of the Currency Brian Brooks has hinted the regulatory environment in the United States could drive many crypto firms outside the country, and has already stymied companies attempting to offer a variety of financial products.\n\nSpeaking at a Wednesday hearing on Digital Assets and the Future of Finance with the House Committee on Financial Services, congressperson Ted Budd said he feared the current policy of regulation by enforcement in the U.S. could “force the next generation of financial tech to be created outside of our country.” Speaking on behalf of Bitfury, Brooks said:\n\n“There are some products that are legal in other countries and are just not legal here,” said Brooks. “One of the things that makes crypto risky is that consumers may not understand the difference between one token and another token, so they may want to diversify [...] we don’t allow that in the United States — we do allow it in Canada, we allow it in Germany, Singapore, Portugal and a number of other places.” He added:\n\n“If you’re a developer of [exchange-traded funds], there’s no fuzzy line, it’s super clear: You cannot do that here, so you have to go abroad.”\n\nBrooks placed the lack of exchange-traded funds, or ETFs, in the U.S. on the Securities and Exchange Commission. Though the regulator has recently approved ETFs with exposure to Bitcoin (BTC) futures from investment managers ProShares and Valkyrie, it has yet to give the green light for BTC or other crypto ETFs. In contrast, many U.S. companies with operations in Canada have successfully applied with local regulators for ETFs with direct exposure to crypto.\n\n\nHowever, the former OCC head suggested the lack of approval of crypto investment products was more of a result of the United States’ “fragmented approach to regulation,” given the number of bodies overseeing banks, finance and now digital assets. Brooks proposed a solution in which traditional financial institutions would be treated in much the same way as crypto.\n\n“When I hear people talk about the idea that we need one regulator for crypto, I would say we should first have one regulator for banks, but we have three of them,” said Brooks. “The last thing we need to do is add another regulator to a system that’s already got dozens of regulators.\n\n“If I’m a crypto lending platform, I should probably be regulated by the FDIC. If I’m a crypto trading platform, I should probably be regulated by the CFTC and SEC, but somehow we treat crypto, because it’s new, as different than everything else. I’m gonna argue that crypto is just a step function improvement in the system.”\nCEOs from Circle, FTX, Bitfury, Paxos, Stellar Development Foundation and Coinbase Inc. are currently fielding questions from U.S. lawmakers on the state of digital assets in the country. Cointelegraph reported earlier on Wednesday that House representatives have expressed concerns over token projects exerting centralized control over many users' assets.","news_type":1,"symbols_score_info":{"COIN":0.9}},"isVote":1,"tweetType":1,"viewCount":1421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602587873,"gmtCreate":1639042124348,"gmtModify":1639042125062,"author":{"id":"3581331938298103","authorId":"3581331938298103","name":"SandDust","avatar":"https://static.tigerbbs.com/ea6083d742fc232449a625fb122842c8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581331938298103","idStr":"3581331938298103"},"themes":[],"htmlText":"A bully the whole world.&nbsp;","listText":"A bully the whole world.&nbsp;","text":"A bully the whole world.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602587873","repostId":"1147616327","repostType":4,"repost":{"id":"1147616327","kind":"news","pubTimestamp":1639039969,"share":"https://www.laohu8.com/m/news/1147616327?lang=zh_CN&edition=full","pubTime":"2021-12-09 16:52","market":"us","language":"en","title":"Apple Wins a Round in Payments Fight With Epic Games<blockquote>苹果赢得了与Epic Games的一轮支付大战</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1147616327","media":"Barrons","summary":"Apple notched a victory in its battle with the Fortnite publisher Epic Games, when a three-judge pan","content":"<p>Apple&nbsp;notched a victory in its battle with the Fortnite publisher Epic Games, when a three-judge panel of the U.S. Court of Appeals for the Ninth Circuit issued a stay, pending appeal, of a lower court’s order that would make it easier for software developers to route around Apple’s payment system for in-game purchases.</p><p><blockquote>苹果在与堡垒之夜发行商Epic Games的斗争中取得了胜利，美国第九巡回上诉法院的三名法官小组发布了一项暂缓执行的命令，等待上诉，该命令将使软件开发商更容易绕过苹果的支付系统进行游戏内购买。</blockquote></p><p> The circuit-court decision on Wednesday specifically targets one element of a permanent injunction issued Sept. 10 by U.S. District Court Judge Yvonne Gonzalez Rogers in Epic’s lawsuit against Apple over the way it operates the App Store. That provision barred Apple from stopping developers from including in their apps information on how to make purchases without buying via the app and therefore giving a cut to Apple.</p><p><blockquote>周三巡回法院的裁决专门针对美国地方法院法官Yvonne Gonzalez Rogers于9月10日在Epic针对苹果运营App Store的方式提起的诉讼中发布的永久禁令的一项内容。该条款禁止苹果阻止开发者在其应用程序中包含有关如何在不通过应用程序购买的情况下进行购买的信息，从而向苹果提供提成。</blockquote></p><p> In the two-page decision, the circuit court found that Apple “has demonstrated, at minimum, that its appeal raises serious questions on the merits of the district court’s determination that Epic Games … failed to show Apple’s conduct violated any antitrust laws but did show that the same conduct violated California’s Unfair Competition Law.” The court pointed to another decision that found that such a finding was contradictory—that if you conclude that conduct is not an unreasonable restraint of trade, then you can’t also argue that it is unfair to consumers.</p><p><blockquote>在这份长达两页的裁决中，巡回法院发现，苹果“至少表明，其上诉对地区法院的裁决提出了严重质疑，即Epic Games……未能证明苹果的行为违反了任何反垄断法，但确实表明同样的行为违反了加州的不正当竞争法。”法院指出了另一项裁决，该裁决发现这样的发现是矛盾的——如果你得出结论认为该行为不是不合理的贸易限制，那么你就不能也认为它对消费者不公平。</blockquote></p><p> The court also said Apple has “made a sufficient showing of irreparable harm,” and that the remaining factors weighed in favor of staying the provision of the lower-court injunction and maintaining the status quo pending appeal.</p><p><blockquote>法院还表示，苹果已经“充分证明了不可挽回的伤害”，其余因素有利于暂停下级法院禁令的规定，并在上诉期间维持现状。</blockquote></p><p> Apple said it was pleased with the ruling. “Our concern is that these changes would have created new privacy and security risks, and disrupted the user experience customers love about the App Store,” it said in a statement. “We want to thank the court for granting this stay while the appeals process continues.”</p><p><blockquote>苹果表示对这一裁决感到满意。该公司在一份声明中表示：“我们担心这些变化会带来新的隐私和安全风险，并破坏客户喜欢App Store的用户体验。”“我们要感谢法院在上诉程序继续进行期间批准暂缓执行。”</blockquote></p><p> Evercore ISI analyst Amit Daryanani said in a research note that the latest ruling allows Apple to avoid a Thursday deadline for complying with the order.</p><p><blockquote>Evercore ISI分析师Amit Daryanani在一份研究报告中表示，最新裁决允许苹果避开周四遵守该命令的最后期限。</blockquote></p><p> “Being granted a stay is a win for Apple, as the possibility of the company being forced to allow developers to include in-app links to other payment platforms has been pushed out,” the analyst wrote. “We would note, however, that the overall appeals process outcome remains uncertain.”</p><p><blockquote>这位分析师写道：“获得暂缓令对苹果来说是一场胜利，因为该公司被迫允许开发者在应用内包含指向其他支付平台的链接的可能性已经被排除。”“然而，我们注意到，上诉程序的整体结果仍然不确定。”</blockquote></p><p> The ruling was issued by Circuit Court Judges Diarmuid O’Scannlain, Sidney Thomas and Richard Tallman.</p><p><blockquote>该裁决由巡回法院法官Diarmuid O’Scannlain、Sidney Thomas和Richard Tallman发布。</blockquote></p><p> Apple shares rallied 2.3% in Wednesday trading, hitting a new closing high of $175.08. That lifted the company’s market capitalization to $2.87 trillion.</p><p><blockquote>苹果股价在周三交易中上涨2.3%，创下收盘新高175.08美元。这使得该公司的市值达到2.87万亿美元。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Wins a Round in Payments Fight With Epic Games<blockquote>苹果赢得了与Epic Games的一轮支付大战</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Wins a Round in Payments Fight With Epic Games<blockquote>苹果赢得了与Epic Games的一轮支付大战</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-09 16:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple&nbsp;notched a victory in its battle with the Fortnite publisher Epic Games, when a three-judge panel of the U.S. Court of Appeals for the Ninth Circuit issued a stay, pending appeal, of a lower court’s order that would make it easier for software developers to route around Apple’s payment system for in-game purchases.</p><p><blockquote>苹果在与堡垒之夜发行商Epic Games的斗争中取得了胜利，美国第九巡回上诉法院的三名法官小组发布了一项暂缓执行的命令，等待上诉，该命令将使软件开发商更容易绕过苹果的支付系统进行游戏内购买。</blockquote></p><p> The circuit-court decision on Wednesday specifically targets one element of a permanent injunction issued Sept. 10 by U.S. District Court Judge Yvonne Gonzalez Rogers in Epic’s lawsuit against Apple over the way it operates the App Store. That provision barred Apple from stopping developers from including in their apps information on how to make purchases without buying via the app and therefore giving a cut to Apple.</p><p><blockquote>周三巡回法院的裁决专门针对美国地方法院法官Yvonne Gonzalez Rogers于9月10日在Epic针对苹果运营App Store的方式提起的诉讼中发布的永久禁令的一项内容。该条款禁止苹果阻止开发者在其应用程序中包含有关如何在不通过应用程序购买的情况下进行购买的信息，从而向苹果提供提成。</blockquote></p><p> In the two-page decision, the circuit court found that Apple “has demonstrated, at minimum, that its appeal raises serious questions on the merits of the district court’s determination that Epic Games … failed to show Apple’s conduct violated any antitrust laws but did show that the same conduct violated California’s Unfair Competition Law.” The court pointed to another decision that found that such a finding was contradictory—that if you conclude that conduct is not an unreasonable restraint of trade, then you can’t also argue that it is unfair to consumers.</p><p><blockquote>在这份长达两页的裁决中，巡回法院发现，苹果“至少表明，其上诉对地区法院的裁决提出了严重质疑，即Epic Games……未能证明苹果的行为违反了任何反垄断法，但确实表明同样的行为违反了加州的不正当竞争法。”法院指出了另一项裁决，该裁决发现这样的发现是矛盾的——如果你得出结论认为该行为不是不合理的贸易限制，那么你就不能也认为它对消费者不公平。</blockquote></p><p> The court also said Apple has “made a sufficient showing of irreparable harm,” and that the remaining factors weighed in favor of staying the provision of the lower-court injunction and maintaining the status quo pending appeal.</p><p><blockquote>法院还表示，苹果已经“充分证明了不可挽回的伤害”，其余因素有利于暂停下级法院禁令的规定，并在上诉期间维持现状。</blockquote></p><p> Apple said it was pleased with the ruling. “Our concern is that these changes would have created new privacy and security risks, and disrupted the user experience customers love about the App Store,” it said in a statement. “We want to thank the court for granting this stay while the appeals process continues.”</p><p><blockquote>苹果表示对这一裁决感到满意。该公司在一份声明中表示：“我们担心这些变化会带来新的隐私和安全风险，并破坏客户喜欢App Store的用户体验。”“我们要感谢法院在上诉程序继续进行期间批准暂缓执行。”</blockquote></p><p> Evercore ISI analyst Amit Daryanani said in a research note that the latest ruling allows Apple to avoid a Thursday deadline for complying with the order.</p><p><blockquote>Evercore ISI分析师Amit Daryanani在一份研究报告中表示，最新裁决允许苹果避开周四遵守该命令的最后期限。</blockquote></p><p> “Being granted a stay is a win for Apple, as the possibility of the company being forced to allow developers to include in-app links to other payment platforms has been pushed out,” the analyst wrote. “We would note, however, that the overall appeals process outcome remains uncertain.”</p><p><blockquote>这位分析师写道：“获得暂缓令对苹果来说是一场胜利，因为该公司被迫允许开发者在应用内包含指向其他支付平台的链接的可能性已经被排除。”“然而，我们注意到，上诉程序的整体结果仍然不确定。”</blockquote></p><p> The ruling was issued by Circuit Court Judges Diarmuid O’Scannlain, Sidney Thomas and Richard Tallman.</p><p><blockquote>该裁决由巡回法院法官Diarmuid O’Scannlain、Sidney Thomas和Richard Tallman发布。</blockquote></p><p> Apple shares rallied 2.3% in Wednesday trading, hitting a new closing high of $175.08. That lifted the company’s market capitalization to $2.87 trillion.</p><p><blockquote>苹果股价在周三交易中上涨2.3%，创下收盘新高175.08美元。这使得该公司的市值达到2.87万亿美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apple-epic-games-in-app-payments-51639002173?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-epic-games-in-app-payments-51639002173?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147616327","content_text":"Apple notched a victory in its battle with the Fortnite publisher Epic Games, when a three-judge panel of the U.S. Court of Appeals for the Ninth Circuit issued a stay, pending appeal, of a lower court’s order that would make it easier for software developers to route around Apple’s payment system for in-game purchases.\nThe circuit-court decision on Wednesday specifically targets one element of a permanent injunction issued Sept. 10 by U.S. District Court Judge Yvonne Gonzalez Rogers in Epic’s lawsuit against Apple over the way it operates the App Store. That provision barred Apple from stopping developers from including in their apps information on how to make purchases without buying via the app and therefore giving a cut to Apple.\nIn the two-page decision, the circuit court found that Apple “has demonstrated, at minimum, that its appeal raises serious questions on the merits of the district court’s determination that Epic Games … failed to show Apple’s conduct violated any antitrust laws but did show that the same conduct violated California’s Unfair Competition Law.” The court pointed to another decision that found that such a finding was contradictory—that if you conclude that conduct is not an unreasonable restraint of trade, then you can’t also argue that it is unfair to consumers.\nThe court also said Apple has “made a sufficient showing of irreparable harm,” and that the remaining factors weighed in favor of staying the provision of the lower-court injunction and maintaining the status quo pending appeal.\nApple said it was pleased with the ruling. “Our concern is that these changes would have created new privacy and security risks, and disrupted the user experience customers love about the App Store,” it said in a statement. “We want to thank the court for granting this stay while the appeals process continues.”\nEvercore ISI analyst Amit Daryanani said in a research note that the latest ruling allows Apple to avoid a Thursday deadline for complying with the order.\n“Being granted a stay is a win for Apple, as the possibility of the company being forced to allow developers to include in-app links to other payment platforms has been pushed out,” the analyst wrote. “We would note, however, that the overall appeals process outcome remains uncertain.”\nThe ruling was issued by Circuit Court Judges Diarmuid O’Scannlain, Sidney Thomas and Richard Tallman.\nApple shares rallied 2.3% in Wednesday trading, hitting a new closing high of $175.08. That lifted the company’s market capitalization to $2.87 trillion.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":896,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608796812,"gmtCreate":1638787389955,"gmtModify":1638789335203,"author":{"id":"3581331938298103","authorId":"3581331938298103","name":"SandDust","avatar":"https://static.tigerbbs.com/ea6083d742fc232449a625fb122842c8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581331938298103","idStr":"3581331938298103"},"themes":[],"htmlText":"I agree. Company should never allow to be too powerful","listText":"I agree. Company should never allow to be too powerful","text":"I agree. Company should never allow to be too powerful","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608796812","repostId":"2189470506","repostType":4,"isVote":1,"tweetType":1,"viewCount":1656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872188397,"gmtCreate":1637458570829,"gmtModify":1637458571117,"author":{"id":"3581331938298103","authorId":"3581331938298103","name":"SandDust","avatar":"https://static.tigerbbs.com/ea6083d742fc232449a625fb122842c8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581331938298103","idStr":"3581331938298103"},"themes":[],"htmlText":"Why need a reason everyday","listText":"Why need a reason everyday","text":"Why need a reason everyday","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872188397","repostId":"1157658975","repostType":4,"repost":{"id":"1157658975","kind":"news","pubTimestamp":1637375476,"share":"https://www.laohu8.com/m/news/1157658975?lang=zh_CN&edition=full","pubTime":"2021-11-20 10:31","market":"us","language":"en","title":"Why Nvidia Stock Climbed Today<blockquote>为什么英伟达股价今天上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1157658975","media":"Motley Fool","summary":"What happened\nShares of Nvidia  climbed 4% on Friday, as optimism for the chipmaker's data center op","content":"<p>What happened</p><p><blockquote>发生了什么</blockquote></p><p> Shares of&nbsp;<a href=\"https://laohu8.com/S/NVDA\"><b>Nvidia</b>&nbsp;</a>&nbsp;climbed 4% on Friday, as optimism for the chipmaker's data center opportunity and Omniverse initiatives continued to build among investors.</p><p><blockquote>本公司之股份<a href=\"https://laohu8.com/S/NVDA\"><b>英伟达</b> </a>周五上涨4%，投资者对这家芯片制造商的数据中心机会和Omniverse计划的乐观情绪继续增强。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/beb4a62ed4521ce1dabe40545ffa8818\" tg-width=\"888\" tg-height=\"635\" width=\"100%\" height=\"auto\">So what</p><p><blockquote>那又怎样</blockquote></p><p> Following thesemiconductorleader's blockbusterearningsresults earlier this week, multiple investment firms issued bullish commentary on its stock.</p><p><blockquote>继本周早些时候这家半导体领导者发布重磅盈利业绩后，多家投资公司对其股票发表了看涨评论。</blockquote></p><p> For one,&nbsp;<b>Raymond James</b>&nbsp;analyst Chris Caso repeated his strong buy rating on Nvidia. He now sees its share price rising to $365, up from his prior estimate of $225. Caso said Nvidia's supply constraints are easing as demand for its data center offerings is rising, creating a favorable environment for continued growth.</p><p><blockquote>首先，<b>雷蒙德·詹姆斯</b>分析师克里斯·卡索(Chris Caso)重申了对英伟达的强烈买入评级。他现在预计其股价将从之前估计的225美元升至365美元。Caso表示，随着对其数据中心产品的需求上升，英伟达的供应限制正在缓解，为持续增长创造了有利的环境。</blockquote></p><p> For another,&nbsp;<b>Jefferies</b>&nbsp;analyst Mark Lipacis boosted his share price forecast from $260 to $370 after Nvidia's revenue and earnings exceeded his projections. He now sees the chipmaker's earnings per share increasing to $16.40 by 2025, up from his previous estimate of $12.50. Looking further ahead, Lipacis pegs Nvidia's market opportunity for its new Omniverse virtual reality platform at a whopping $80 billion.</p><p><blockquote>另一方面，<b>杰弗里斯</b>在英伟达的营收和盈利超出他的预测后，分析师Mark Lipacis将其股价预期从260美元上调至370美元。他现在预计，到2025年，这家芯片制造商的每股收益将增至16.40美元，高于之前预期的12.50美元。展望未来，Lipacis认为Nvidia新Omniverse虚拟现实平台的市场机会高达800亿美元。</blockquote></p><p> For a third, Needham analyst Rajvindra Gill lifted his price target all the way to $400 from $245. Gill highlighted the booming growth in Nvidia's data center business and intriguing prospects in the global gaming market.</p><p><blockquote>Needham分析师Rajvindra Gill将三分之一的目标价从245美元一路上调至400美元。吉尔强调了英伟达数据中心业务的蓬勃增长以及全球游戏市场的诱人前景。</blockquote></p><p> Now what</p><p><blockquote>现在怎么办</blockquote></p><p> Nvidia gives investors many ways to win. Its data center and gaming chips are best-in-class. And as these massive markets grow even larger in the coming decade, so too should Nvidia's sales and profits.</p><p><blockquote>英伟达为投资者提供了多种获胜方式。其数据中心和游戏芯片是同类产品中最好的。随着这些巨大的市场在未来十年变得更大，英伟达的销售额和利润也应该如此。</blockquote></p><p> The company's new AI-powered Omniverse platform is another exciting growth driver. Nvidia's technology is designed to help users create virtual simulations and robotic applications for a wide array of tasks. CEO Jensen Huang said during Nvidia's recent earnings call that it plans to charge users an annual licensing fee of $1,000. And with demand for this futuristic tech likely to be strong, Nvidia's Omniverse tools could help to power its growth in the years ahead.</p><p><blockquote>该公司新的人工智能Omniverse平台是另一个令人兴奋的增长动力。Nvidia的技术旨在帮助用户为各种任务创建虚拟模拟和机器人应用程序。首席执行官黄仁勋在英伟达最近的财报看涨期权上表示，计划向用户收取每年1000美元的许可费。由于对这种未来技术的需求可能很强劲，Nvidia的Omniverse工具可能有助于推动其未来几年的增长。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Nvidia Stock Climbed Today<blockquote>为什么英伟达股价今天上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Nvidia Stock Climbed Today<blockquote>为什么英伟达股价今天上涨</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\">2021-11-20 10:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>What happened</p><p><blockquote>发生了什么</blockquote></p><p> Shares of&nbsp;<a href=\"https://laohu8.com/S/NVDA\"><b>Nvidia</b>&nbsp;</a>&nbsp;climbed 4% on Friday, as optimism for the chipmaker's data center opportunity and Omniverse initiatives continued to build among investors.</p><p><blockquote>本公司之股份<a href=\"https://laohu8.com/S/NVDA\"><b>英伟达</b> </a>周五上涨4%，投资者对这家芯片制造商的数据中心机会和Omniverse计划的乐观情绪继续增强。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/beb4a62ed4521ce1dabe40545ffa8818\" tg-width=\"888\" tg-height=\"635\" width=\"100%\" height=\"auto\">So what</p><p><blockquote>那又怎样</blockquote></p><p> Following thesemiconductorleader's blockbusterearningsresults earlier this week, multiple investment firms issued bullish commentary on its stock.</p><p><blockquote>继本周早些时候这家半导体领导者发布重磅盈利业绩后，多家投资公司对其股票发表了看涨评论。</blockquote></p><p> For one,&nbsp;<b>Raymond James</b>&nbsp;analyst Chris Caso repeated his strong buy rating on Nvidia. He now sees its share price rising to $365, up from his prior estimate of $225. Caso said Nvidia's supply constraints are easing as demand for its data center offerings is rising, creating a favorable environment for continued growth.</p><p><blockquote>首先，<b>雷蒙德·詹姆斯</b>分析师克里斯·卡索(Chris Caso)重申了对英伟达的强烈买入评级。他现在预计其股价将从之前估计的225美元升至365美元。Caso表示，随着对其数据中心产品的需求上升，英伟达的供应限制正在缓解，为持续增长创造了有利的环境。</blockquote></p><p> For another,&nbsp;<b>Jefferies</b>&nbsp;analyst Mark Lipacis boosted his share price forecast from $260 to $370 after Nvidia's revenue and earnings exceeded his projections. He now sees the chipmaker's earnings per share increasing to $16.40 by 2025, up from his previous estimate of $12.50. Looking further ahead, Lipacis pegs Nvidia's market opportunity for its new Omniverse virtual reality platform at a whopping $80 billion.</p><p><blockquote>另一方面，<b>杰弗里斯</b>在英伟达的营收和盈利超出他的预测后，分析师Mark Lipacis将其股价预期从260美元上调至370美元。他现在预计，到2025年，这家芯片制造商的每股收益将增至16.40美元，高于之前预期的12.50美元。展望未来，Lipacis认为Nvidia新Omniverse虚拟现实平台的市场机会高达800亿美元。</blockquote></p><p> For a third, Needham analyst Rajvindra Gill lifted his price target all the way to $400 from $245. Gill highlighted the booming growth in Nvidia's data center business and intriguing prospects in the global gaming market.</p><p><blockquote>Needham分析师Rajvindra Gill将三分之一的目标价从245美元一路上调至400美元。吉尔强调了英伟达数据中心业务的蓬勃增长以及全球游戏市场的诱人前景。</blockquote></p><p> Now what</p><p><blockquote>现在怎么办</blockquote></p><p> Nvidia gives investors many ways to win. Its data center and gaming chips are best-in-class. And as these massive markets grow even larger in the coming decade, so too should Nvidia's sales and profits.</p><p><blockquote>英伟达为投资者提供了多种获胜方式。其数据中心和游戏芯片是同类产品中最好的。随着这些巨大的市场在未来十年变得更大，英伟达的销售额和利润也应该如此。</blockquote></p><p> The company's new AI-powered Omniverse platform is another exciting growth driver. Nvidia's technology is designed to help users create virtual simulations and robotic applications for a wide array of tasks. CEO Jensen Huang said during Nvidia's recent earnings call that it plans to charge users an annual licensing fee of $1,000. And with demand for this futuristic tech likely to be strong, Nvidia's Omniverse tools could help to power its growth in the years ahead.</p><p><blockquote>该公司新的人工智能Omniverse平台是另一个令人兴奋的增长动力。Nvidia的技术旨在帮助用户为各种任务创建虚拟模拟和机器人应用程序。首席执行官黄仁勋在英伟达最近的财报看涨期权上表示，计划向用户收取每年1000美元的许可费。由于对这种未来技术的需求可能很强劲，Nvidia的Omniverse工具可能有助于推动其未来几年的增长。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/11/19/why-nvidia-stock-climbed-today/\">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":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/11/19/why-nvidia-stock-climbed-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157658975","content_text":"What happened\nShares of Nvidia  climbed 4% on Friday, as optimism for the chipmaker's data center opportunity and Omniverse initiatives continued to build among investors.\nSo what\nFollowing thesemiconductorleader's blockbusterearningsresults earlier this week, multiple investment firms issued bullish commentary on its stock.\nFor one, Raymond James analyst Chris Caso repeated his strong buy rating on Nvidia. He now sees its share price rising to $365, up from his prior estimate of $225. Caso said Nvidia's supply constraints are easing as demand for its data center offerings is rising, creating a favorable environment for continued growth.\nFor another, Jefferies analyst Mark Lipacis boosted his share price forecast from $260 to $370 after Nvidia's revenue and earnings exceeded his projections. He now sees the chipmaker's earnings per share increasing to $16.40 by 2025, up from his previous estimate of $12.50. Looking further ahead, Lipacis pegs Nvidia's market opportunity for its new Omniverse virtual reality platform at a whopping $80 billion.\nFor a third, Needham analyst Rajvindra Gill lifted his price target all the way to $400 from $245. Gill highlighted the booming growth in Nvidia's data center business and intriguing prospects in the global gaming market.\nNow what\nNvidia gives investors many ways to win. Its data center and gaming chips are best-in-class. And as these massive markets grow even larger in the coming decade, so too should Nvidia's sales and profits.\nThe company's new AI-powered Omniverse platform is another exciting growth driver. Nvidia's technology is designed to help users create virtual simulations and robotic applications for a wide array of tasks. CEO Jensen Huang said during Nvidia's recent earnings call that it plans to charge users an annual licensing fee of $1,000. And with demand for this futuristic tech likely to be strong, Nvidia's Omniverse tools could help to power its growth in the years ahead.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1016,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876952080,"gmtCreate":1637251292357,"gmtModify":1637251292744,"author":{"id":"3581331938298103","authorId":"3581331938298103","name":"SandDust","avatar":"https://static.tigerbbs.com/ea6083d742fc232449a625fb122842c8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581331938298103","idStr":"3581331938298103"},"themes":[],"htmlText":"Very bad results","listText":"Very bad results","text":"Very bad results","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876952080","repostId":"1104739118","repostType":2,"repost":{"id":"1104739118","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":1637245826,"share":"https://www.laohu8.com/m/news/1104739118?lang=zh_CN&edition=full","pubTime":"2021-11-18 22:30","market":"us","language":"en","title":"Alibaba slid over 9% in morning trading as its net profit fell down 87% year-on-year<blockquote>阿里巴巴-SW早盘下跌逾9%，净利润同比下降87%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1104739118","media":"Tiger Newspress","summary":"Alibaba slid over 9% in morning trading as its net profit fell down 87% year-on-year.\n\nAccording to ","content":"<p>Alibaba&nbsp;slid&nbsp;over&nbsp;9%&nbsp;in&nbsp;morning&nbsp;trading&nbsp;as&nbsp;its&nbsp;net&nbsp;profit&nbsp;fell&nbsp;down&nbsp;87%&nbsp;year-on-year.</p><p><blockquote>阿里巴巴-SW早盘股价下跌逾9%，净利润同比下降87%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1302d69718f741a74568f53e69545e04\" tg-width=\"776\" tg-height=\"564\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> According to the company's disclosure, from July to September this year, the total revenue (RMB) was 200.69 billion yuan (about 31.147 billion US dollars), a year-on-year increase of 29%, but slightly lower than the market estimate of 206.17 billion yuan, and also inferior to the previous quarter.</p><p><blockquote>据公司披露，今年7-9月总营收（人民币）2006.9亿元（约合311.47亿美元），同比增长29%，但略低于市场预估的2061.7亿元，也逊于上一季度。</blockquote></p><p> Its&nbsp;net profit&nbsp;was&nbsp;3.377 billion yuan, down 87% year-on-year.It also announced that it would adjust its revenue guidelines for fiscal year 2022 to a year-on-year increase of 20-23%, which was previously expected to be 930 billion yuan (about 29.5%).</p><p><blockquote>其净利润为33.77亿元，同比下降87%。并宣布将2022财年营收指引调整为同比增长20-23%，此前预计为9300亿元（约29.5%）。</blockquote></p><p> Zhang Yong, Chairman and CEO of Alibaba Group, said: \"This quarter, Alibaba continued to invest firmly in the three strategies of domestic demand, globalization and cloud computing, laying a solid foundation for the Group to achieve long-term sustainable development. Alibaba Eco's global annual active consumers reached about 1.24 billion, with a net increase of 62 million in a single quarter, and is steadily moving towards the long-term goal of serving 2 billion consumers around the world. \"</p><p><blockquote>阿里巴巴-SW集团董事长兼首席执行官张勇表示：“本季度，阿里巴巴-SW继续坚定投入内需、全球化和云计算三大战略，为集团实现长期持续发展奠定了坚实基础。阿里巴巴-SW生态的全球年度活跃消费者达到约12.4亿，单季净增6200万，正朝着服务全球20亿消费者的长期目标稳步迈进。”</blockquote></p><p> Wu Wei, chief financial officer of Alibaba Group, said: \"Driven by the performance of diversified businesses, the Group's revenue increased by 29% this quarter. Ali continued to invest in key strategic areas during the quarter and achieved significant growth in these young businesses.\"</p><p><blockquote>阿里巴巴-SW集团首席财务官吴伟表示：“在多元化业务表现的推动下，本季度集团收入增长29%。阿里在季度内继续投资关键战略领域，并在这些年轻业务上实现了显著增长。”</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>Alibaba slid over 9% in morning trading as its net profit fell down 87% year-on-year<blockquote>阿里巴巴-SW早盘下跌逾9%，净利润同比下降87%</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\">\nAlibaba slid over 9% in morning trading as its net profit fell down 87% year-on-year<blockquote>阿里巴巴-SW早盘下跌逾9%，净利润同比下降87%</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\">2021-11-18 22:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Alibaba&nbsp;slid&nbsp;over&nbsp;9%&nbsp;in&nbsp;morning&nbsp;trading&nbsp;as&nbsp;its&nbsp;net&nbsp;profit&nbsp;fell&nbsp;down&nbsp;87%&nbsp;year-on-year.</p><p><blockquote>阿里巴巴-SW早盘股价下跌逾9%，净利润同比下降87%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1302d69718f741a74568f53e69545e04\" tg-width=\"776\" tg-height=\"564\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> According to the company's disclosure, from July to September this year, the total revenue (RMB) was 200.69 billion yuan (about 31.147 billion US dollars), a year-on-year increase of 29%, but slightly lower than the market estimate of 206.17 billion yuan, and also inferior to the previous quarter.</p><p><blockquote>据公司披露，今年7-9月总营收（人民币）2006.9亿元（约合311.47亿美元），同比增长29%，但略低于市场预估的2061.7亿元，也逊于上一季度。</blockquote></p><p> Its&nbsp;net profit&nbsp;was&nbsp;3.377 billion yuan, down 87% year-on-year.It also announced that it would adjust its revenue guidelines for fiscal year 2022 to a year-on-year increase of 20-23%, which was previously expected to be 930 billion yuan (about 29.5%).</p><p><blockquote>其净利润为33.77亿元，同比下降87%。并宣布将2022财年营收指引调整为同比增长20-23%，此前预计为9300亿元（约29.5%）。</blockquote></p><p> Zhang Yong, Chairman and CEO of Alibaba Group, said: \"This quarter, Alibaba continued to invest firmly in the three strategies of domestic demand, globalization and cloud computing, laying a solid foundation for the Group to achieve long-term sustainable development. Alibaba Eco's global annual active consumers reached about 1.24 billion, with a net increase of 62 million in a single quarter, and is steadily moving towards the long-term goal of serving 2 billion consumers around the world. \"</p><p><blockquote>阿里巴巴-SW集团董事长兼首席执行官张勇表示：“本季度，阿里巴巴-SW继续坚定投入内需、全球化和云计算三大战略，为集团实现长期持续发展奠定了坚实基础。阿里巴巴-SW生态的全球年度活跃消费者达到约12.4亿，单季净增6200万，正朝着服务全球20亿消费者的长期目标稳步迈进。”</blockquote></p><p> Wu Wei, chief financial officer of Alibaba Group, said: \"Driven by the performance of diversified businesses, the Group's revenue increased by 29% this quarter. Ali continued to invest in key strategic areas during the quarter and achieved significant growth in these young businesses.\"</p><p><blockquote>阿里巴巴-SW集团首席财务官吴伟表示：“在多元化业务表现的推动下，本季度集团收入增长29%。阿里在季度内继续投资关键战略领域，并在这些年轻业务上实现了显著增长。”</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104739118","content_text":"Alibaba slid over 9% in morning trading as its net profit fell down 87% year-on-year.\n\nAccording to the company's disclosure, from July to September this year, the total revenue (RMB) was 200.69 billion yuan (about 31.147 billion US dollars), a year-on-year increase of 29%, but slightly lower than the market estimate of 206.17 billion yuan, and also inferior to the previous quarter.\nIts net profit was 3.377 billion yuan, down 87% year-on-year.It also announced that it would adjust its revenue guidelines for fiscal year 2022 to a year-on-year increase of 20-23%, which was previously expected to be 930 billion yuan (about 29.5%).\nZhang Yong, Chairman and CEO of Alibaba Group, said: \"This quarter, Alibaba continued to invest firmly in the three strategies of domestic demand, globalization and cloud computing, laying a solid foundation for the Group to achieve long-term sustainable development. Alibaba Eco's global annual active consumers reached about 1.24 billion, with a net increase of 62 million in a single quarter, and is steadily moving towards the long-term goal of serving 2 billion consumers around the world. \"\nWu Wei, chief financial officer of Alibaba Group, said: \"Driven by the performance of diversified businesses, the Group's revenue increased by 29% this quarter. Ali continued to invest in key strategic areas during the quarter and achieved significant growth in these young businesses.\"","news_type":1,"symbols_score_info":{"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":1101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878113459,"gmtCreate":1637159054923,"gmtModify":1637159055196,"author":{"id":"3581331938298103","authorId":"3581331938298103","name":"SandDust","avatar":"https://static.tigerbbs.com/ea6083d742fc232449a625fb122842c8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581331938298103","idStr":"3581331938298103"},"themes":[],"htmlText":"Bull strong but stock keep dropping&nbsp;[流泪]&nbsp;","listText":"Bull strong but stock keep dropping&nbsp;[流泪]&nbsp;","text":"Bull strong but stock keep dropping [流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/878113459","repostId":"1176632260","repostType":4,"repost":{"id":"1176632260","kind":"news","pubTimestamp":1637158579,"share":"https://www.laohu8.com/m/news/1176632260?lang=zh_CN&edition=full","pubTime":"2021-11-17 22:16","market":"us","language":"en","title":"Palantir Stock: The Bull Thesis Keeps Getting Stronger<blockquote>Palantir股票：牛市论点不断增强</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1176632260","media":"seekingalpha","summary":"Summary\n\nDespite registering a deceleration in revenue growth in Q3, the bullish thesis for Palantir","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Despite registering a deceleration in revenue growth in Q3, the bullish thesis for Palantir is getting stronger as commercial business momentum picks up and share-based compensation moderates.</li>  <li>Palantir's long-term growth trajectory is intact, with management guiding for 30%+ CAGR sales growth through 2025. Furthermore, Palantir is already looking like a free cash flow machine in the making.</li>  <li>The stock is undervalued at current levels, offering investors an excellent opportunity to generate long-term alpha.</li>  <li>I rate Palantir a strong buy at ~$23.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02d7c2e5739d48a7457788f40f66148c\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>尽管第三季度收入增长放缓，但随着商业业务势头回升和股权薪酬放缓，Palantir的看涨论点越来越强。</li><li>Palantir的长期增长轨迹完好无损，管理层指导到2025年销售额复合年增长率为30%以上。此外，Palantir看起来已经像一台正在形成的自由现金流机器。</li><li>该股在目前水平上被低估，为投资者提供了产生长期阿尔法的绝佳机会。</li><li>我对Palantir的评级为强力买入，价格约为23美元。</li></ul><p class=\"t-img-caption\"><span>Michael Vi/iStock社论来自Getty Images</span></p></blockquote></p><p> <b>Introduction</b></p><p><blockquote><b>介绍</b></blockquote></p><p> Palantir's (PLTR) latest quarterly results and forward guidance showed signs of decelerating growth. When sales growth decelerates, high-multiple growth stocks tend to come under pressure, and that's what happened with Palantir last week. In the near term, the stock market is a voting machine; however, in the long term, the market is a weighing machine. To be successful, investors must focus on the long term. Looking at Palantir's weak price action, it is easy to forget that Palantir is a truly special company with an impenetrable moat that includes superior technology, network effects (government and commercial relationships), visionary management, and a strong brand image (tied to anti-terrorism and nationalism). In my view, the latest sell-off in Palantir is a great long-term buying opportunity, and I will outline my reasoning in the following sections.</p><p><blockquote>Palantir(PLTR)最新的季度业绩和前瞻性指引显示出增长减速的迹象。当销售增长放缓时，高市盈率增长股票往往会面临压力，这就是上周Palantir发生的情况。从近期来看，股市是一台投票机；然而，从长期来看，市场是一台称重机。要想成功，投资者必须着眼于长期。看着Palantir疲软的价格走势，人们很容易忘记Palantir是一家真正特殊的公司，拥有一条坚不可摧的护城河，其中包括卓越的技术、网络效应（政府和商业关系）、富有远见的管理和强大的品牌形象（与反恐和民族主义相关）。在我看来，Palantir最近的抛售是一个很好的长期买入机会，我将在以下部分概述我的推理。</blockquote></p><p> As you may know, Palantir's vision is to become the most important software company on this planet. Today, Palantir's edge AI platforms have the potential to dominate the data OS and analytics space, which happens to be a rapidly growing market. With each passing quarter, Palantir is winning new customers, and as such, the bull thesis for Palantir keeps getting stronger. Now, Palantir's Q3 report was far from perfect as the company showed signs of a growth slowdown. However, Palantir's growing business momentum in the commercial sector and signs of a long-overdue moderation in stock-based compensation expenses strengthen the bullish thesis for the company. To learn more about my bullish thesis on Palantir, I recommend you to read the following notes:</p><p><blockquote>您可能知道，Palantir的愿景是成为这个星球上最重要的软件公司。如今，Palantir的边缘人工智能平台有潜力主导数据操作系统和分析领域，这恰好是一个快速增长的市场。随着每个季度的过去，Palantir都在赢得新客户，因此，Palantir的牛市论点不断增强。现在，Palantir的第三季度报告远非完美，因为该公司显示出增长放缓的迹象。然而，Palantir在商业领域不断增长的业务势头以及股票薪酬支出早就应该放缓的迹象强化了该公司的看涨论点。要了解有关我对Palantir的看涨论点的更多信息，我建议您阅读以下注释：</blockquote></p><p> <ol>  <li>Palantir Is Uncannily Similar To Tesla</li>  <li>Palantir Is Redefining Operating Systems For The Modern World</li>  <li>Palantir Stock: Building An Army</li> </ol> Before we derive the fair value and expected returns for Palantir, let's analyze Palantir's Q3 results in more detail.</p><p><blockquote><ol><li>Palantir与特斯拉惊人地相似</li><li>Palantir正在重新定义现代世界的操作系统</li><li>Palantir股票：建立一支军队</li></ol>在得出Palantir的公允价值和预期回报之前，让我们更详细地分析Palantir第三季度的业绩。</blockquote></p><p> <b>Breaking Down Palantir's Q3 Results</b></p><p><blockquote><b>Palantir第三季度业绩细分</b></blockquote></p><p> In Q3, Palantir's revenue grew by 36% y/y to come in at $392M (ahead of management's guidance of $385M). Although Palantir beat on sales guidance, the sales growth decelerated significantly in Q3 2021 (from the 49% y/y growth seen in Q2 2021). At a time when IT spending is very healthy (as evidenced by Microsoft's stellar Q3 results), and data analytics software firms are supposed to outperform expectations as the economy returns to normalcy, why is Palantir's growth slowing down, where is the weakness coming from?</p><p><blockquote>第三季度，Palantir的收入同比增长36%，达到3.92亿美元（高于管理层指导的3.85亿美元）。尽管Palantir超出了销售指引，但2021年第三季度的销售增长显着放缓（2021年第二季度同比增长49%）。在IT支出非常健康的时候（微软第三季度出色的业绩就证明了这一点），随着经济恢复正常，数据分析软件公司的表现应该会超出预期，为什么Palantir的增长会放缓，弱点来自哪里？</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39599f1410f08819b841ca3cb5dad21f\" tg-width=\"640\" tg-height=\"310\" referrerpolicy=\"no-referrer\"><span>Source: Palantir Q3 2021 Earnings Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 2021年第三季度收益演示</span></p></blockquote></p><p> After registering an impressive 60%+ y/y growth in the first half of 2021, Palantir's government business growth slowed down drastically in Q3 2021. Although Palantir's government sector revenue growth rate dropped from 66% y/y in Q2 to 34% y/y in Q3, these results are by no means poor. The slowdown could just be a result of budget management as the government fiscal year ends in September. Now, Palantir's management has always maintained that their focus is on the long-term, and we understand that Palantir's growth could be lumpy due to the nature of its contracts. On a positive note, Palantir did win some deals during this quarter, including the $900M deal with the US Army for providing Intelligence Data Fabric and Analytics solutions.</p><p><blockquote>在2021年上半年实现了令人印象深刻的60%以上的同比增长后，Palantir的政府业务增长在2021年第三季度大幅放缓。虽然Palantir的政府部门收入增速从Q2的66%y/y下降到Q3的34%y/y，但这些成绩绝不差。随着政府财政年度将于9月结束，经济放缓可能只是预算管理的结果。现在，Palantir的管理层一直坚称他们的重点是长期，我们知道，由于其合同的性质，Palantir的增长可能会不稳定。从积极的方面来看，Palantir在本季度确实赢得了一些交易，包括与美国陆军达成的价值9亿美元的提供情报数据结构和分析解决方案的交易。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87b9454707f695d2944d0831e1dcfc64\" tg-width=\"640\" tg-height=\"308\" referrerpolicy=\"no-referrer\"><span>Source: Palantir Q3 2021 Earnings Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 2021年第三季度收益演示</span></p></blockquote></p><p></p><p> In contrast to Palantir's government business, its commercial business is experiencing an acceleration in growth as the company moves downstream by offering its Foundry platform to select Day Zero companies (young startups) under its \"Foundry for Startups\" initiative. Palantir wants to become the primary data operating system provider for the next generation of tech behemoths, and this move downstream unlocks a massive market for the software provider. In Q3, Palantir's commercial revenue came in at $174M (~44% of total revenues), implying a growth rate of 37% y/y [US commercial revenue growth accelerated to 103% y/y). Hence, it is easy to see that Palantir's diversification efforts are starting to pay off. The commercial sector is a much larger market compared to the governmental sector; hence, Palantir gaining traction here outweighs its government business slowdown.</p><p><blockquote>与Palantir的政府业务相比，随着该公司根据“初创公司代工”计划向选定的零日公司（年轻的初创公司）提供代工平台，向下游转移，其商业业务正在加速增长。Palantir希望成为下一代科技巨头的主要数据操作系统提供商，这一下游举措为该软件提供商打开了巨大的市场。第三季度，Palantir的商业收入为1.74亿美元（约占总收入的44%），这意味着同比增长率为37%【美国商业收入同比增长加速至103%）。因此，很容易看出Palantir的多元化努力开始得到回报。与政府部门相比，商业部门是一个更大的市场；因此，Palantir在这里获得的牵引力超过了其政府业务的放缓。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3f6979dbeb3a9f06a44e34258ff7c6b\" tg-width=\"640\" tg-height=\"309\" referrerpolicy=\"no-referrer\"><span>Source: Palantir Q3 2021 Earnings Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 2021年第三季度收益演示</span></p></blockquote></p><p> On the margin front, Palantir continues to report massive numbers. In Q3 2021, Palantir's adj. gross margin rose to 82% (up ~100 bps y/y), and the contribution margin expanded to 57% (up ~100 bps y/y). Now, Palantir is still not profitable due to a seemingly exorbitant stock-based compensation plan; however, with its margin profile, it is only a matter of time before Palantir becomes a very profitable business.</p><p><blockquote>在利润率方面，Palantir继续报告大量数据。2021年第三季度，Palantir的调整后。毛利率升至82%（同比增长约100个基点），贡献率扩大至57%（同比增长约100个基点）。现在，由于看似过高的股票薪酬计划，Palantir仍然没有盈利；然而，凭借其利润率，Palantir成为一家利润丰厚的企业只是时间问题。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f0cb8cf252718ea948f211d13fc9f4a4\" tg-width=\"640\" tg-height=\"310\" referrerpolicy=\"no-referrer\"><span>Source: Palantir Q3 2021 Earnings Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 2021年第三季度收益演示</span></p></blockquote></p><p> For now, I am happy to see robust free cash flow generation from Palantir. So far in 2021, Palantir has generated $320M in adj. free cash flow (at 29% adj. FCF margin). Palantir is still in the hyper-growth phase, and so, I can see Palantir turning into an FCF machine over the 2020s - akin to today's big tech companies.</p><p><blockquote>目前，我很高兴看到Palantir产生强劲的自由现金流。2021年到目前为止，Palantir的调整后收入为3.2亿美元。自由现金流（调整后自由现金流利润率为29%）。Palantir仍处于高速增长阶段，因此，我可以看到Palantir在2020年代变成一台FCF机器——类似于当今的大型科技公司。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bceb504dc349b3c31a9307c531595e44\" tg-width=\"640\" tg-height=\"310\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34495a6627f39f40acd745f911cfa795\" tg-width=\"640\" tg-height=\"239\" referrerpolicy=\"no-referrer\"><span>Source: Palantir Q3 2021 Earnings Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 2021年第三季度收益演示</span></p></blockquote></p><p> For Q4, Palantir's management guided for revenues of $418M (sequential growth of $26M (+6.66% q/q)). Furthermore, Palantir guided for adj. operating margins to decline to 22%; however, they guided for 22% for Q3 2021, and the actual adj. operating margins came in at 30%. So, I think there's some level of sandbagging embedded into this guidance.</p><p><blockquote>Palantir管理层预计第四季度收入为4.18亿美元（环比增长2600万美元（环比增长6.66%））。此外，Palantir还指导了adj。营业利润率将下降至22%；然而，他们预计2021年第三季度的增长率为22%，实际调整后的增长率为22%。营业利润率为30%。所以，我认为这个指南中包含了某种程度的沙袋。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da7d14573f4162af9e75a0122f8b3618\" tg-width=\"640\" tg-height=\"258\" referrerpolicy=\"no-referrer\"><span>Source: Palantir Q3 2021 Earnings Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 2021年第三季度收益演示</span></p></blockquote></p><p> For 2021, Palantir is now expected to grow revenue to $1.527B (up 40% y/y) with adj. free cash flow of more than $400M. In the past, Alex Karp, Palantir's CEO, has guided for 30%+ CAGR sales growth through 2025. Hence, we can confidently expect the company to hit the $2B annual revenue milestone next year.</p><p><blockquote>2021年，Palantir目前预计收入将增长至$15.27 B（同比增长40%）。自由现金流超过4亿美元。过去，Palantir首席执行官Alex Karp曾预计到2025年复合年增长率将达到30%以上。因此，我们可以自信地预计该公司明年将达到20亿美元的年收入里程碑。</blockquote></p><p> Since its public listing, the bearish arguments against Palantir have been centered around limited traction among commercial customers and its bloated stock-based compensation plan. However, I think Palantir is proving these arguments to be false, and Q3 was a real conviction booster.</p><p><blockquote>自公开上市以来，针对Palantir的看跌论点一直集中在商业客户的吸引力有限及其臃肿的股票薪酬计划上。然而，我认为Palantir正在证明这些论点是错误的，而第三季度是一个真正的信念助推器。</blockquote></p><p> <b>The Bull Thesis Is Getting Stronger</b></p><p><blockquote><b>牛市论点越来越强</b></blockquote></p><p> In Q3 2021, Palantir added 34 net new customers, i.e., 20% q/q growth in total customers. The commercial customer count outpaced total customer growth by growing at 46% q/q, representing clear business momentum for Palantir's commercial offerings.</p><p><blockquote>2021年第三季度，Palantir新增34家净新客户，即客户总数环比增长20%。商业客户数量环比增长46%，超过了总客户增长，代表了Palantir商业产品的明显业务势头。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65524e6cad63512b8c28545d2694003a\" tg-width=\"640\" tg-height=\"310\" referrerpolicy=\"no-referrer\"><span>Source: Palantir Q3 2021 Earnings Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 2021年第三季度收益演示</span></p></blockquote></p><p> With Palantir now offering its Foundry platform to smaller companies, we can expect this commercial customer count to inflate over coming quarters and years. Many critics have labeled Palantir's SPAC investments as deals for buying revenue; however, we see these deals as strategic investments to prove the viability of Palantir's software platform across various use-cases in the commercial sector. Furthermore, Palantir's deal closure data (shared below) shows that Palantir's big investments in Sales and Marketing are paying off quite handsomely.</p><p><blockquote>随着Palantir现在向较小的公司提供其代工平台，我们预计商业客户数量将在未来几个季度和几年内膨胀。许多批评者将Palantir的SPAC投资称为购买收入的交易；然而，我们将这些交易视为战略投资，以证明Palantir软件平台在商业领域各种用例中的可行性。此外，Palantir的交易完成数据（分享如下）显示，Palantir在销售和营销方面的巨额投资正在获得相当可观的回报。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8870c2d7c6a9a734f125d76047ce3c1f\" tg-width=\"640\" tg-height=\"310\" referrerpolicy=\"no-referrer\"><span>Source: Palantir Q3 2021 Earnings Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 2021年第三季度收益演示</span></p></blockquote></p><p></p><p> At the end of Q3, Palantir had $3.6B in total remaining deal value [commercial remaining deal value of $2.2B (up 101% y/y)], giving the company a strong pipeline for the next few years.</p><p><blockquote>截至第三季度末，Palantir的总剩余交易价值为$3.6 B[商业剩余交易价值为$2.2 B（同比增长101%）]，为该公司未来几年提供了强大的渠道。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/835f52a8f182efefcd5e9eaeb63bcfef\" tg-width=\"640\" tg-height=\"310\" referrerpolicy=\"no-referrer\"><span>Source: Palantir Q3 2021 Earnings Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 2021年第三季度收益演示</span></p></blockquote></p><p> A particularly thorny issue for Palantir's shareholders has been its bloated share-based compensation plan that makes the company look more like an employee cooperative rather than a publicly-traded for-profit corporation. Although Palantir's stock-based compensation ($184M; 47% of total revenues) remained at ultra-high levels in Q3 2021, the trend is clearly pointing towards moderation in SBC.</p><p><blockquote>对于Palantir的股东来说，一个特别棘手的问题是其臃肿的股权薪酬计划，这使得该公司看起来更像是一家员工合作社，而不是一家上市的营利性公司。尽管Palantir的股票薪酬（1.84亿美元；占总收入的47%）在2021年第三季度仍保持在超高水平，但这一趋势显然表明SBC正在放缓。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94dbf880d002116e8df5fd9bc5e7b370\" tg-width=\"640\" tg-height=\"433\" referrerpolicy=\"no-referrer\"><span>Source: YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：YCharts</span></p></blockquote></p><p> As Palantir scales up, revenues are growing rapidly, and the stock-based compensation [as a percentage of revenue] continues to decline. Hence, the bearish argument against Palantir is getting weaker with every passing quarter. Now, let's determine Palantir's fair value and expected returns to make an informed investment decision.</p><p><blockquote>随着Palantir规模的扩大，收入迅速增长，而基于股票的薪酬[占收入的百分比]持续下降。因此，随着每个季度的过去，对Palantir的看跌论点越来越弱。现在，让我们确定Palantir的公允价值和预期回报，以做出明智的投资决策。</blockquote></p><p> Palantir's Fair Value And Expected Return</p><p><blockquote>Palantir的公允价值和预期回报</blockquote></p><p> To find Palantir's fair value, we will employ our proprietary valuation model. Here's what it entails:</p><p><blockquote>为了找到Palantir的公允价值，我们将采用我们专有的估值模型。它的含义如下：</blockquote></p><p> <ul>  <li>In step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.</p><p><blockquote><ul><li>在第一步中，我们使用传统的DCF模型，自由现金流按我们（股东）的资本成本贴现。</li></ul></blockquote></p><p></li>  <li>In step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).</p><p><blockquote><li>在步骤2中，模型考虑了已发行股票变化（回购/稀释）的影响。</li></blockquote></p><p></li>  <li>In step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.</p><p><blockquote><li>在第三步中，我们将十年结束时未来增长前景的估值正常化。然后，我们使用今天的股价和10年末的预计股价得出CAGR。如果这比市场高出足够的幅度，我们就投资。如果没有，我们等待一个更好的切入点。</li></blockquote></p><p></li> </ul> <i><b>Assumptions:</b></i></p><p><blockquote><i><b>假设：</b></i></blockquote></p><p> <img src=\"https://static.tigerbbs.com/32607fd03d29b289a0e3bd216b0db20a\" tg-width=\"816\" tg-height=\"710\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <i><b>Results:</b></i></p><p><blockquote><i><b>结果：</b></i></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb459bd9b95d6732e939ad46b27dd73c\" tg-width=\"604\" tg-height=\"728\" referrerpolicy=\"no-referrer\"><span>Source: L.A. Stevens Valuation Model</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：L.A.史蒂文斯估值模型</span></p></blockquote></p><p> According to our model, Palantir is worth ~$31 per share, i.e., it is currently undervalued by ~27%. Hence, Palantir seems like a good buy here. However, we must also assess the expected returns for the stock to make an informed investment decision.</p><p><blockquote>根据我们的模型，Palantir每股价值约31美元，即目前被低估约27%。因此，Palantir在这里似乎是一个不错的选择。然而，我们还必须评估股票的预期回报，以做出明智的投资决策。</blockquote></p><p> To calculate the total expected return for the next decade, we grow the above free cash flow per share at our conservative growth rate, then assign a conservative Price-to-FCF multiple, i.e., 35x, to it for year ten. Thereby, we create a conservative intrinsic value projection (2031 price target), by which we determine the 10-yr expected CAGR returns. If these returns cross our hurdle rate of 15%, we buy, else we wait for a better buying opportunity.</p><p><blockquote>为了计算未来十年的总预期回报，我们以保守的增长率增长上述每股自由现金流，然后在第十年为其分配保守的价格与自由现金流倍数，即35倍。因此，我们创建了一个保守的内在价值预测（2031年价格目标），通过该预测我们确定了10年的预期CAGR回报。如果这些回报率超过我们15%的门槛，我们就买入，否则我们等待更好的买入机会。</blockquote></p><p> Here are the expected returns for Palantir:</p><p><blockquote>以下是Palantir的预期回报：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1a12d02340653a630ec00875a082191\" tg-width=\"603\" tg-height=\"429\" referrerpolicy=\"no-referrer\"><span>Source: L.A. Stevens Valuation Model</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：L.A.史蒂文斯估值模型</span></p></blockquote></p><p> As per the results above, Palantir's stock is projected to grow from ~$23 to ~$132 at a CAGR of ~19% by 2031. Since these expected returns are higher than our investment hurdle rate of 15%, I rate Palantir a strong buy at ~$23.</p><p><blockquote>根据上述结果，Palantir的股票预计到2031年将从约23美元增长到约132美元，复合年增长率约为19%。由于这些预期回报高于我们15%的投资门槛率，我将Palantir评为强力买入，价格约为23美元。</blockquote></p><p> <b>Looking At The Technical Picture</b></p><p><blockquote><b>看技术图</b></blockquote></p><p> In late September, I highlighted the following risks for Palantir:</p><p><blockquote>9月下旬，我强调了Palantir面临的以下风险：</blockquote></p><p> <ul>  <li>Palantir's management is focused on the long-term, and the company is expected to invest aggressively in the hunt for future sales growth, which in other words means Palantir will remain unprofitable in the near term. With rising inflation and growing bond yields, loss-making equities trading at big multiples (e.g., Palantir currently trades at ~35x P/S) could be in for a deep correction. Therefore, Palantir's stock could remain volatile over the next few months.</li>  <li>As discussed today, Palantir now sits at crucial support around its 50-SMA and 200-SMA ($25), and a breakdown could open further downside move here towards the $20 mark. Hence, I prefer buying through a dollar-cost averaging plan over the next few months.</li> </ul> Source:Palantir Stock: Building An Army</p><p><blockquote><ul><li>Palantir的管理层着眼于长期，预计该公司将积极投资以寻求未来的销售增长，换句话说，这意味着Palantir在短期内仍将无法盈利。随着通胀上升和债券收益率上升，以大倍数交易的亏损股票（例如，Palantir目前的市盈率约为35倍）可能会出现深度调整。因此，Palantir的股价在未来几个月可能会保持波动。</li><li>正如今天所讨论的，Palantir目前位于50移动平均线和200移动平均线（25美元）附近的关键支撑位，突破可能会进一步向20美元大关下跌。因此，我更喜欢在接下来的几个月里通过平均成本计划购买。</li></ul>资料来源：Palantir股票：建立一支军队</blockquote></p><p></p><p> Since then, Palantir's breakout from an inverse head and shoulders pattern proved to be a head fake, and the stock has broken down below its 200-DMA trendline after a death cross in early October. Due to an inflationary environment, the market sentiment is pretty bearish towards growth stocks (barring a few market darlings), and so, Palantir could yet have more downside in the short term. The $17.5 to $20 zone should serve as strong support for Palantir.</p><p><blockquote>此后，Palantir从反向头肩形态中的突破被证明是假的，该股在10月初的死亡交叉后已跌破200日均线趋势线。由于通胀环境，市场情绪对成长型股票相当悲观（少数市场宠儿除外），因此，Palantir在短期内可能还有更多下行空间。17.5美元至20美元区域应该会成为Palantir的有力支撑。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/25025246a456372f13a3e9a1fd49daeb\" tg-width=\"640\" tg-height=\"423\" referrerpolicy=\"no-referrer\"><span>Source: YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：YCharts</span></p></blockquote></p><p> <b>Concluding Thoughts</b></p><p><blockquote><b>结束语</b></blockquote></p><p> From a long-term perspective, I continue to think of Palantir as a next-gen big tech company that could very well command a market cap of trillions of dollars down the road. With growing momentum in the commercial sector and a monopolistic market share in the governmental defense software space, Palantir is one of the strongest long-term growth stories for the next decade. Although Palantir is not yet profitable, the company already generates massive amounts of free cash flow ($400M in 2021). Furthermore, Palantir's stock-based compensation is showing signs of moderation. Additionally, the valuation multiple (P/S of 23x based on 2022E revenue of $2B) has contracted significantly over the last ten months or so. With near-term volatility here to stay, I continue to recommend the use of a dollar-cost averaging plan to build a position in Palantir (up to 3-4% of portfolio). At $23 per share, Palantir is a strong buy.</p><p><blockquote>从长期角度来看，我仍然认为Palantir是一家下一代大型科技公司，未来很可能拥有数万亿美元的市值。随着商业领域的增长势头和政府国防软件领域的垄断市场份额，Palantir是未来十年最强劲的长期增长故事之一。尽管Palantir尚未盈利，但该公司已经产生了大量自由现金流（2021年为4亿美元）。此外，Palantir的股票薪酬也显示出放缓的迹象。此外，估值倍数（基于2022年20亿美元的收入，市盈率为23倍）在过去十个月左右大幅收缩。由于近期波动性持续存在，我继续建议使用平均成本计划在Palantir建仓（最多占投资组合的3-4%）。Palantir的股价为每股23美元，值得大力买入。</blockquote></p><p> <i><b>Key Takeaway: I rate Palantir a strong buy at $23</b></i></p><p><blockquote><i><b>关键要点：我将Palantir评为强力买入，价格为23美元</b></i></blockquote></p><p> This article was written by&nbsp;Ahan Vashi</p><p><blockquote>本文由Ahan Vashi撰写</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock: The Bull Thesis Keeps Getting Stronger<blockquote>Palantir股票：牛市论点不断增强</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock: The Bull Thesis Keeps Getting Stronger<blockquote>Palantir股票：牛市论点不断增强</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-11-17 22:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Despite registering a deceleration in revenue growth in Q3, the bullish thesis for Palantir is getting stronger as commercial business momentum picks up and share-based compensation moderates.</li>  <li>Palantir's long-term growth trajectory is intact, with management guiding for 30%+ CAGR sales growth through 2025. Furthermore, Palantir is already looking like a free cash flow machine in the making.</li>  <li>The stock is undervalued at current levels, offering investors an excellent opportunity to generate long-term alpha.</li>  <li>I rate Palantir a strong buy at ~$23.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02d7c2e5739d48a7457788f40f66148c\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>尽管第三季度收入增长放缓，但随着商业业务势头回升和股权薪酬放缓，Palantir的看涨论点越来越强。</li><li>Palantir的长期增长轨迹完好无损，管理层指导到2025年销售额复合年增长率为30%以上。此外，Palantir看起来已经像一台正在形成的自由现金流机器。</li><li>该股在目前水平上被低估，为投资者提供了产生长期阿尔法的绝佳机会。</li><li>我对Palantir的评级为强力买入，价格约为23美元。</li></ul><p class=\"t-img-caption\"><span>Michael Vi/iStock社论来自Getty Images</span></p></blockquote></p><p> <b>Introduction</b></p><p><blockquote><b>介绍</b></blockquote></p><p> Palantir's (PLTR) latest quarterly results and forward guidance showed signs of decelerating growth. When sales growth decelerates, high-multiple growth stocks tend to come under pressure, and that's what happened with Palantir last week. In the near term, the stock market is a voting machine; however, in the long term, the market is a weighing machine. To be successful, investors must focus on the long term. Looking at Palantir's weak price action, it is easy to forget that Palantir is a truly special company with an impenetrable moat that includes superior technology, network effects (government and commercial relationships), visionary management, and a strong brand image (tied to anti-terrorism and nationalism). In my view, the latest sell-off in Palantir is a great long-term buying opportunity, and I will outline my reasoning in the following sections.</p><p><blockquote>Palantir(PLTR)最新的季度业绩和前瞻性指引显示出增长减速的迹象。当销售增长放缓时，高市盈率增长股票往往会面临压力，这就是上周Palantir发生的情况。从近期来看，股市是一台投票机；然而，从长期来看，市场是一台称重机。要想成功，投资者必须着眼于长期。看着Palantir疲软的价格走势，人们很容易忘记Palantir是一家真正特殊的公司，拥有一条坚不可摧的护城河，其中包括卓越的技术、网络效应（政府和商业关系）、富有远见的管理和强大的品牌形象（与反恐和民族主义相关）。在我看来，Palantir最近的抛售是一个很好的长期买入机会，我将在以下部分概述我的推理。</blockquote></p><p> As you may know, Palantir's vision is to become the most important software company on this planet. Today, Palantir's edge AI platforms have the potential to dominate the data OS and analytics space, which happens to be a rapidly growing market. With each passing quarter, Palantir is winning new customers, and as such, the bull thesis for Palantir keeps getting stronger. Now, Palantir's Q3 report was far from perfect as the company showed signs of a growth slowdown. However, Palantir's growing business momentum in the commercial sector and signs of a long-overdue moderation in stock-based compensation expenses strengthen the bullish thesis for the company. To learn more about my bullish thesis on Palantir, I recommend you to read the following notes:</p><p><blockquote>您可能知道，Palantir的愿景是成为这个星球上最重要的软件公司。如今，Palantir的边缘人工智能平台有潜力主导数据操作系统和分析领域，这恰好是一个快速增长的市场。随着每个季度的过去，Palantir都在赢得新客户，因此，Palantir的牛市论点不断增强。现在，Palantir的第三季度报告远非完美，因为该公司显示出增长放缓的迹象。然而，Palantir在商业领域不断增长的业务势头以及股票薪酬支出早就应该放缓的迹象强化了该公司的看涨论点。要了解有关我对Palantir的看涨论点的更多信息，我建议您阅读以下注释：</blockquote></p><p> <ol>  <li>Palantir Is Uncannily Similar To Tesla</li>  <li>Palantir Is Redefining Operating Systems For The Modern World</li>  <li>Palantir Stock: Building An Army</li> </ol> Before we derive the fair value and expected returns for Palantir, let's analyze Palantir's Q3 results in more detail.</p><p><blockquote><ol><li>Palantir与特斯拉惊人地相似</li><li>Palantir正在重新定义现代世界的操作系统</li><li>Palantir股票：建立一支军队</li></ol>在得出Palantir的公允价值和预期回报之前，让我们更详细地分析Palantir第三季度的业绩。</blockquote></p><p> <b>Breaking Down Palantir's Q3 Results</b></p><p><blockquote><b>Palantir第三季度业绩细分</b></blockquote></p><p> In Q3, Palantir's revenue grew by 36% y/y to come in at $392M (ahead of management's guidance of $385M). Although Palantir beat on sales guidance, the sales growth decelerated significantly in Q3 2021 (from the 49% y/y growth seen in Q2 2021). At a time when IT spending is very healthy (as evidenced by Microsoft's stellar Q3 results), and data analytics software firms are supposed to outperform expectations as the economy returns to normalcy, why is Palantir's growth slowing down, where is the weakness coming from?</p><p><blockquote>第三季度，Palantir的收入同比增长36%，达到3.92亿美元（高于管理层指导的3.85亿美元）。尽管Palantir超出了销售指引，但2021年第三季度的销售增长显着放缓（2021年第二季度同比增长49%）。在IT支出非常健康的时候（微软第三季度出色的业绩就证明了这一点），随着经济恢复正常，数据分析软件公司的表现应该会超出预期，为什么Palantir的增长会放缓，弱点来自哪里？</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39599f1410f08819b841ca3cb5dad21f\" tg-width=\"640\" tg-height=\"310\" referrerpolicy=\"no-referrer\"><span>Source: Palantir Q3 2021 Earnings Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 2021年第三季度收益演示</span></p></blockquote></p><p> After registering an impressive 60%+ y/y growth in the first half of 2021, Palantir's government business growth slowed down drastically in Q3 2021. Although Palantir's government sector revenue growth rate dropped from 66% y/y in Q2 to 34% y/y in Q3, these results are by no means poor. The slowdown could just be a result of budget management as the government fiscal year ends in September. Now, Palantir's management has always maintained that their focus is on the long-term, and we understand that Palantir's growth could be lumpy due to the nature of its contracts. On a positive note, Palantir did win some deals during this quarter, including the $900M deal with the US Army for providing Intelligence Data Fabric and Analytics solutions.</p><p><blockquote>在2021年上半年实现了令人印象深刻的60%以上的同比增长后，Palantir的政府业务增长在2021年第三季度大幅放缓。虽然Palantir的政府部门收入增速从Q2的66%y/y下降到Q3的34%y/y，但这些成绩绝不差。随着政府财政年度将于9月结束，经济放缓可能只是预算管理的结果。现在，Palantir的管理层一直坚称他们的重点是长期，我们知道，由于其合同的性质，Palantir的增长可能会不稳定。从积极的方面来看，Palantir在本季度确实赢得了一些交易，包括与美国陆军达成的价值9亿美元的提供情报数据结构和分析解决方案的交易。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87b9454707f695d2944d0831e1dcfc64\" tg-width=\"640\" tg-height=\"308\" referrerpolicy=\"no-referrer\"><span>Source: Palantir Q3 2021 Earnings Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 2021年第三季度收益演示</span></p></blockquote></p><p></p><p> In contrast to Palantir's government business, its commercial business is experiencing an acceleration in growth as the company moves downstream by offering its Foundry platform to select Day Zero companies (young startups) under its \"Foundry for Startups\" initiative. Palantir wants to become the primary data operating system provider for the next generation of tech behemoths, and this move downstream unlocks a massive market for the software provider. In Q3, Palantir's commercial revenue came in at $174M (~44% of total revenues), implying a growth rate of 37% y/y [US commercial revenue growth accelerated to 103% y/y). Hence, it is easy to see that Palantir's diversification efforts are starting to pay off. The commercial sector is a much larger market compared to the governmental sector; hence, Palantir gaining traction here outweighs its government business slowdown.</p><p><blockquote>与Palantir的政府业务相比，随着该公司根据“初创公司代工”计划向选定的零日公司（年轻的初创公司）提供代工平台，向下游转移，其商业业务正在加速增长。Palantir希望成为下一代科技巨头的主要数据操作系统提供商，这一下游举措为该软件提供商打开了巨大的市场。第三季度，Palantir的商业收入为1.74亿美元（约占总收入的44%），这意味着同比增长率为37%【美国商业收入同比增长加速至103%）。因此，很容易看出Palantir的多元化努力开始得到回报。与政府部门相比，商业部门是一个更大的市场；因此，Palantir在这里获得的牵引力超过了其政府业务的放缓。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3f6979dbeb3a9f06a44e34258ff7c6b\" tg-width=\"640\" tg-height=\"309\" referrerpolicy=\"no-referrer\"><span>Source: Palantir Q3 2021 Earnings Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 2021年第三季度收益演示</span></p></blockquote></p><p> On the margin front, Palantir continues to report massive numbers. In Q3 2021, Palantir's adj. gross margin rose to 82% (up ~100 bps y/y), and the contribution margin expanded to 57% (up ~100 bps y/y). Now, Palantir is still not profitable due to a seemingly exorbitant stock-based compensation plan; however, with its margin profile, it is only a matter of time before Palantir becomes a very profitable business.</p><p><blockquote>在利润率方面，Palantir继续报告大量数据。2021年第三季度，Palantir的调整后。毛利率升至82%（同比增长约100个基点），贡献率扩大至57%（同比增长约100个基点）。现在，由于看似过高的股票薪酬计划，Palantir仍然没有盈利；然而，凭借其利润率，Palantir成为一家利润丰厚的企业只是时间问题。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f0cb8cf252718ea948f211d13fc9f4a4\" tg-width=\"640\" tg-height=\"310\" referrerpolicy=\"no-referrer\"><span>Source: Palantir Q3 2021 Earnings Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 2021年第三季度收益演示</span></p></blockquote></p><p> For now, I am happy to see robust free cash flow generation from Palantir. So far in 2021, Palantir has generated $320M in adj. free cash flow (at 29% adj. FCF margin). Palantir is still in the hyper-growth phase, and so, I can see Palantir turning into an FCF machine over the 2020s - akin to today's big tech companies.</p><p><blockquote>目前，我很高兴看到Palantir产生强劲的自由现金流。2021年到目前为止，Palantir的调整后收入为3.2亿美元。自由现金流（调整后自由现金流利润率为29%）。Palantir仍处于高速增长阶段，因此，我可以看到Palantir在2020年代变成一台FCF机器——类似于当今的大型科技公司。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bceb504dc349b3c31a9307c531595e44\" tg-width=\"640\" tg-height=\"310\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34495a6627f39f40acd745f911cfa795\" tg-width=\"640\" tg-height=\"239\" referrerpolicy=\"no-referrer\"><span>Source: Palantir Q3 2021 Earnings Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 2021年第三季度收益演示</span></p></blockquote></p><p> For Q4, Palantir's management guided for revenues of $418M (sequential growth of $26M (+6.66% q/q)). Furthermore, Palantir guided for adj. operating margins to decline to 22%; however, they guided for 22% for Q3 2021, and the actual adj. operating margins came in at 30%. So, I think there's some level of sandbagging embedded into this guidance.</p><p><blockquote>Palantir管理层预计第四季度收入为4.18亿美元（环比增长2600万美元（环比增长6.66%））。此外，Palantir还指导了adj。营业利润率将下降至22%；然而，他们预计2021年第三季度的增长率为22%，实际调整后的增长率为22%。营业利润率为30%。所以，我认为这个指南中包含了某种程度的沙袋。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da7d14573f4162af9e75a0122f8b3618\" tg-width=\"640\" tg-height=\"258\" referrerpolicy=\"no-referrer\"><span>Source: Palantir Q3 2021 Earnings Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 2021年第三季度收益演示</span></p></blockquote></p><p> For 2021, Palantir is now expected to grow revenue to $1.527B (up 40% y/y) with adj. free cash flow of more than $400M. In the past, Alex Karp, Palantir's CEO, has guided for 30%+ CAGR sales growth through 2025. Hence, we can confidently expect the company to hit the $2B annual revenue milestone next year.</p><p><blockquote>2021年，Palantir目前预计收入将增长至$15.27 B（同比增长40%）。自由现金流超过4亿美元。过去，Palantir首席执行官Alex Karp曾预计到2025年复合年增长率将达到30%以上。因此，我们可以自信地预计该公司明年将达到20亿美元的年收入里程碑。</blockquote></p><p> Since its public listing, the bearish arguments against Palantir have been centered around limited traction among commercial customers and its bloated stock-based compensation plan. However, I think Palantir is proving these arguments to be false, and Q3 was a real conviction booster.</p><p><blockquote>自公开上市以来，针对Palantir的看跌论点一直集中在商业客户的吸引力有限及其臃肿的股票薪酬计划上。然而，我认为Palantir正在证明这些论点是错误的，而第三季度是一个真正的信念助推器。</blockquote></p><p> <b>The Bull Thesis Is Getting Stronger</b></p><p><blockquote><b>牛市论点越来越强</b></blockquote></p><p> In Q3 2021, Palantir added 34 net new customers, i.e., 20% q/q growth in total customers. The commercial customer count outpaced total customer growth by growing at 46% q/q, representing clear business momentum for Palantir's commercial offerings.</p><p><blockquote>2021年第三季度，Palantir新增34家净新客户，即客户总数环比增长20%。商业客户数量环比增长46%，超过了总客户增长，代表了Palantir商业产品的明显业务势头。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65524e6cad63512b8c28545d2694003a\" tg-width=\"640\" tg-height=\"310\" referrerpolicy=\"no-referrer\"><span>Source: Palantir Q3 2021 Earnings Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 2021年第三季度收益演示</span></p></blockquote></p><p> With Palantir now offering its Foundry platform to smaller companies, we can expect this commercial customer count to inflate over coming quarters and years. Many critics have labeled Palantir's SPAC investments as deals for buying revenue; however, we see these deals as strategic investments to prove the viability of Palantir's software platform across various use-cases in the commercial sector. Furthermore, Palantir's deal closure data (shared below) shows that Palantir's big investments in Sales and Marketing are paying off quite handsomely.</p><p><blockquote>随着Palantir现在向较小的公司提供其代工平台，我们预计商业客户数量将在未来几个季度和几年内膨胀。许多批评者将Palantir的SPAC投资称为购买收入的交易；然而，我们将这些交易视为战略投资，以证明Palantir软件平台在商业领域各种用例中的可行性。此外，Palantir的交易完成数据（分享如下）显示，Palantir在销售和营销方面的巨额投资正在获得相当可观的回报。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8870c2d7c6a9a734f125d76047ce3c1f\" tg-width=\"640\" tg-height=\"310\" referrerpolicy=\"no-referrer\"><span>Source: Palantir Q3 2021 Earnings Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 2021年第三季度收益演示</span></p></blockquote></p><p></p><p> At the end of Q3, Palantir had $3.6B in total remaining deal value [commercial remaining deal value of $2.2B (up 101% y/y)], giving the company a strong pipeline for the next few years.</p><p><blockquote>截至第三季度末，Palantir的总剩余交易价值为$3.6 B[商业剩余交易价值为$2.2 B（同比增长101%）]，为该公司未来几年提供了强大的渠道。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/835f52a8f182efefcd5e9eaeb63bcfef\" tg-width=\"640\" tg-height=\"310\" referrerpolicy=\"no-referrer\"><span>Source: Palantir Q3 2021 Earnings Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir 2021年第三季度收益演示</span></p></blockquote></p><p> A particularly thorny issue for Palantir's shareholders has been its bloated share-based compensation plan that makes the company look more like an employee cooperative rather than a publicly-traded for-profit corporation. Although Palantir's stock-based compensation ($184M; 47% of total revenues) remained at ultra-high levels in Q3 2021, the trend is clearly pointing towards moderation in SBC.</p><p><blockquote>对于Palantir的股东来说，一个特别棘手的问题是其臃肿的股权薪酬计划，这使得该公司看起来更像是一家员工合作社，而不是一家上市的营利性公司。尽管Palantir的股票薪酬（1.84亿美元；占总收入的47%）在2021年第三季度仍保持在超高水平，但这一趋势显然表明SBC正在放缓。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94dbf880d002116e8df5fd9bc5e7b370\" tg-width=\"640\" tg-height=\"433\" referrerpolicy=\"no-referrer\"><span>Source: YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：YCharts</span></p></blockquote></p><p> As Palantir scales up, revenues are growing rapidly, and the stock-based compensation [as a percentage of revenue] continues to decline. Hence, the bearish argument against Palantir is getting weaker with every passing quarter. Now, let's determine Palantir's fair value and expected returns to make an informed investment decision.</p><p><blockquote>随着Palantir规模的扩大，收入迅速增长，而基于股票的薪酬[占收入的百分比]持续下降。因此，随着每个季度的过去，对Palantir的看跌论点越来越弱。现在，让我们确定Palantir的公允价值和预期回报，以做出明智的投资决策。</blockquote></p><p> Palantir's Fair Value And Expected Return</p><p><blockquote>Palantir的公允价值和预期回报</blockquote></p><p> To find Palantir's fair value, we will employ our proprietary valuation model. Here's what it entails:</p><p><blockquote>为了找到Palantir的公允价值，我们将采用我们专有的估值模型。它的含义如下：</blockquote></p><p> <ul>  <li>In step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.</p><p><blockquote><ul><li>在第一步中，我们使用传统的DCF模型，自由现金流按我们（股东）的资本成本贴现。</li></ul></blockquote></p><p></li>  <li>In step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).</p><p><blockquote><li>在步骤2中，模型考虑了已发行股票变化（回购/稀释）的影响。</li></blockquote></p><p></li>  <li>In step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.</p><p><blockquote><li>在第三步中，我们将十年结束时未来增长前景的估值正常化。然后，我们使用今天的股价和10年末的预计股价得出CAGR。如果这比市场高出足够的幅度，我们就投资。如果没有，我们等待一个更好的切入点。</li></blockquote></p><p></li> </ul> <i><b>Assumptions:</b></i></p><p><blockquote><i><b>假设：</b></i></blockquote></p><p> <img src=\"https://static.tigerbbs.com/32607fd03d29b289a0e3bd216b0db20a\" tg-width=\"816\" tg-height=\"710\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <i><b>Results:</b></i></p><p><blockquote><i><b>结果：</b></i></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb459bd9b95d6732e939ad46b27dd73c\" tg-width=\"604\" tg-height=\"728\" referrerpolicy=\"no-referrer\"><span>Source: L.A. Stevens Valuation Model</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：L.A.史蒂文斯估值模型</span></p></blockquote></p><p> According to our model, Palantir is worth ~$31 per share, i.e., it is currently undervalued by ~27%. Hence, Palantir seems like a good buy here. However, we must also assess the expected returns for the stock to make an informed investment decision.</p><p><blockquote>根据我们的模型，Palantir每股价值约31美元，即目前被低估约27%。因此，Palantir在这里似乎是一个不错的选择。然而，我们还必须评估股票的预期回报，以做出明智的投资决策。</blockquote></p><p> To calculate the total expected return for the next decade, we grow the above free cash flow per share at our conservative growth rate, then assign a conservative Price-to-FCF multiple, i.e., 35x, to it for year ten. Thereby, we create a conservative intrinsic value projection (2031 price target), by which we determine the 10-yr expected CAGR returns. If these returns cross our hurdle rate of 15%, we buy, else we wait for a better buying opportunity.</p><p><blockquote>为了计算未来十年的总预期回报，我们以保守的增长率增长上述每股自由现金流，然后在第十年为其分配保守的价格与自由现金流倍数，即35倍。因此，我们创建了一个保守的内在价值预测（2031年价格目标），通过该预测我们确定了10年的预期CAGR回报。如果这些回报率超过我们15%的门槛，我们就买入，否则我们等待更好的买入机会。</blockquote></p><p> Here are the expected returns for Palantir:</p><p><blockquote>以下是Palantir的预期回报：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1a12d02340653a630ec00875a082191\" tg-width=\"603\" tg-height=\"429\" referrerpolicy=\"no-referrer\"><span>Source: L.A. Stevens Valuation Model</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：L.A.史蒂文斯估值模型</span></p></blockquote></p><p> As per the results above, Palantir's stock is projected to grow from ~$23 to ~$132 at a CAGR of ~19% by 2031. Since these expected returns are higher than our investment hurdle rate of 15%, I rate Palantir a strong buy at ~$23.</p><p><blockquote>根据上述结果，Palantir的股票预计到2031年将从约23美元增长到约132美元，复合年增长率约为19%。由于这些预期回报高于我们15%的投资门槛率，我将Palantir评为强力买入，价格约为23美元。</blockquote></p><p> <b>Looking At The Technical Picture</b></p><p><blockquote><b>看技术图</b></blockquote></p><p> In late September, I highlighted the following risks for Palantir:</p><p><blockquote>9月下旬，我强调了Palantir面临的以下风险：</blockquote></p><p> <ul>  <li>Palantir's management is focused on the long-term, and the company is expected to invest aggressively in the hunt for future sales growth, which in other words means Palantir will remain unprofitable in the near term. With rising inflation and growing bond yields, loss-making equities trading at big multiples (e.g., Palantir currently trades at ~35x P/S) could be in for a deep correction. Therefore, Palantir's stock could remain volatile over the next few months.</li>  <li>As discussed today, Palantir now sits at crucial support around its 50-SMA and 200-SMA ($25), and a breakdown could open further downside move here towards the $20 mark. Hence, I prefer buying through a dollar-cost averaging plan over the next few months.</li> </ul> Source:Palantir Stock: Building An Army</p><p><blockquote><ul><li>Palantir的管理层着眼于长期，预计该公司将积极投资以寻求未来的销售增长，换句话说，这意味着Palantir在短期内仍将无法盈利。随着通胀上升和债券收益率上升，以大倍数交易的亏损股票（例如，Palantir目前的市盈率约为35倍）可能会出现深度调整。因此，Palantir的股价在未来几个月可能会保持波动。</li><li>正如今天所讨论的，Palantir目前位于50移动平均线和200移动平均线（25美元）附近的关键支撑位，突破可能会进一步向20美元大关下跌。因此，我更喜欢在接下来的几个月里通过平均成本计划购买。</li></ul>资料来源：Palantir股票：建立一支军队</blockquote></p><p></p><p> Since then, Palantir's breakout from an inverse head and shoulders pattern proved to be a head fake, and the stock has broken down below its 200-DMA trendline after a death cross in early October. Due to an inflationary environment, the market sentiment is pretty bearish towards growth stocks (barring a few market darlings), and so, Palantir could yet have more downside in the short term. The $17.5 to $20 zone should serve as strong support for Palantir.</p><p><blockquote>此后，Palantir从反向头肩形态中的突破被证明是假的，该股在10月初的死亡交叉后已跌破200日均线趋势线。由于通胀环境，市场情绪对成长型股票相当悲观（少数市场宠儿除外），因此，Palantir在短期内可能还有更多下行空间。17.5美元至20美元区域应该会成为Palantir的有力支撑。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/25025246a456372f13a3e9a1fd49daeb\" tg-width=\"640\" tg-height=\"423\" referrerpolicy=\"no-referrer\"><span>Source: YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：YCharts</span></p></blockquote></p><p> <b>Concluding Thoughts</b></p><p><blockquote><b>结束语</b></blockquote></p><p> From a long-term perspective, I continue to think of Palantir as a next-gen big tech company that could very well command a market cap of trillions of dollars down the road. With growing momentum in the commercial sector and a monopolistic market share in the governmental defense software space, Palantir is one of the strongest long-term growth stories for the next decade. Although Palantir is not yet profitable, the company already generates massive amounts of free cash flow ($400M in 2021). Furthermore, Palantir's stock-based compensation is showing signs of moderation. Additionally, the valuation multiple (P/S of 23x based on 2022E revenue of $2B) has contracted significantly over the last ten months or so. With near-term volatility here to stay, I continue to recommend the use of a dollar-cost averaging plan to build a position in Palantir (up to 3-4% of portfolio). At $23 per share, Palantir is a strong buy.</p><p><blockquote>从长期角度来看，我仍然认为Palantir是一家下一代大型科技公司，未来很可能拥有数万亿美元的市值。随着商业领域的增长势头和政府国防软件领域的垄断市场份额，Palantir是未来十年最强劲的长期增长故事之一。尽管Palantir尚未盈利，但该公司已经产生了大量自由现金流（2021年为4亿美元）。此外，Palantir的股票薪酬也显示出放缓的迹象。此外，估值倍数（基于2022年20亿美元的收入，市盈率为23倍）在过去十个月左右大幅收缩。由于近期波动性持续存在，我继续建议使用平均成本计划在Palantir建仓（最多占投资组合的3-4%）。Palantir的股价为每股23美元，值得大力买入。</blockquote></p><p> <i><b>Key Takeaway: I rate Palantir a strong buy at $23</b></i></p><p><blockquote><i><b>关键要点：我将Palantir评为强力买入，价格为23美元</b></i></blockquote></p><p> This article was written by&nbsp;Ahan Vashi</p><p><blockquote>本文由Ahan Vashi撰写</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4469410-palantir-stock-earnings-bull-thesis-stronger-commercial-business-momentum\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4469410-palantir-stock-earnings-bull-thesis-stronger-commercial-business-momentum","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176632260","content_text":"Summary\n\nDespite registering a deceleration in revenue growth in Q3, the bullish thesis for Palantir is getting stronger as commercial business momentum picks up and share-based compensation moderates.\nPalantir's long-term growth trajectory is intact, with management guiding for 30%+ CAGR sales growth through 2025. Furthermore, Palantir is already looking like a free cash flow machine in the making.\nThe stock is undervalued at current levels, offering investors an excellent opportunity to generate long-term alpha.\nI rate Palantir a strong buy at ~$23.\n\nMichael Vi/iStock Editorial via Getty Images\nIntroduction\nPalantir's (PLTR) latest quarterly results and forward guidance showed signs of decelerating growth. When sales growth decelerates, high-multiple growth stocks tend to come under pressure, and that's what happened with Palantir last week. In the near term, the stock market is a voting machine; however, in the long term, the market is a weighing machine. To be successful, investors must focus on the long term. Looking at Palantir's weak price action, it is easy to forget that Palantir is a truly special company with an impenetrable moat that includes superior technology, network effects (government and commercial relationships), visionary management, and a strong brand image (tied to anti-terrorism and nationalism). In my view, the latest sell-off in Palantir is a great long-term buying opportunity, and I will outline my reasoning in the following sections.\nAs you may know, Palantir's vision is to become the most important software company on this planet. Today, Palantir's edge AI platforms have the potential to dominate the data OS and analytics space, which happens to be a rapidly growing market. With each passing quarter, Palantir is winning new customers, and as such, the bull thesis for Palantir keeps getting stronger. Now, Palantir's Q3 report was far from perfect as the company showed signs of a growth slowdown. However, Palantir's growing business momentum in the commercial sector and signs of a long-overdue moderation in stock-based compensation expenses strengthen the bullish thesis for the company. To learn more about my bullish thesis on Palantir, I recommend you to read the following notes:\n\nPalantir Is Uncannily Similar To Tesla\nPalantir Is Redefining Operating Systems For The Modern World\nPalantir Stock: Building An Army\n\nBefore we derive the fair value and expected returns for Palantir, let's analyze Palantir's Q3 results in more detail.\nBreaking Down Palantir's Q3 Results\nIn Q3, Palantir's revenue grew by 36% y/y to come in at $392M (ahead of management's guidance of $385M). Although Palantir beat on sales guidance, the sales growth decelerated significantly in Q3 2021 (from the 49% y/y growth seen in Q2 2021). At a time when IT spending is very healthy (as evidenced by Microsoft's stellar Q3 results), and data analytics software firms are supposed to outperform expectations as the economy returns to normalcy, why is Palantir's growth slowing down, where is the weakness coming from?\nSource: Palantir Q3 2021 Earnings Presentation\nAfter registering an impressive 60%+ y/y growth in the first half of 2021, Palantir's government business growth slowed down drastically in Q3 2021. Although Palantir's government sector revenue growth rate dropped from 66% y/y in Q2 to 34% y/y in Q3, these results are by no means poor. The slowdown could just be a result of budget management as the government fiscal year ends in September. Now, Palantir's management has always maintained that their focus is on the long-term, and we understand that Palantir's growth could be lumpy due to the nature of its contracts. On a positive note, Palantir did win some deals during this quarter, including the $900M deal with the US Army for providing Intelligence Data Fabric and Analytics solutions.\nSource: Palantir Q3 2021 Earnings Presentation\nIn contrast to Palantir's government business, its commercial business is experiencing an acceleration in growth as the company moves downstream by offering its Foundry platform to select Day Zero companies (young startups) under its \"Foundry for Startups\" initiative. Palantir wants to become the primary data operating system provider for the next generation of tech behemoths, and this move downstream unlocks a massive market for the software provider. In Q3, Palantir's commercial revenue came in at $174M (~44% of total revenues), implying a growth rate of 37% y/y [US commercial revenue growth accelerated to 103% y/y). Hence, it is easy to see that Palantir's diversification efforts are starting to pay off. The commercial sector is a much larger market compared to the governmental sector; hence, Palantir gaining traction here outweighs its government business slowdown.\nSource: Palantir Q3 2021 Earnings Presentation\nOn the margin front, Palantir continues to report massive numbers. In Q3 2021, Palantir's adj. gross margin rose to 82% (up ~100 bps y/y), and the contribution margin expanded to 57% (up ~100 bps y/y). Now, Palantir is still not profitable due to a seemingly exorbitant stock-based compensation plan; however, with its margin profile, it is only a matter of time before Palantir becomes a very profitable business.\nSource: Palantir Q3 2021 Earnings Presentation\nFor now, I am happy to see robust free cash flow generation from Palantir. So far in 2021, Palantir has generated $320M in adj. free cash flow (at 29% adj. FCF margin). Palantir is still in the hyper-growth phase, and so, I can see Palantir turning into an FCF machine over the 2020s - akin to today's big tech companies.\n\nSource: Palantir Q3 2021 Earnings Presentation\nFor Q4, Palantir's management guided for revenues of $418M (sequential growth of $26M (+6.66% q/q)). Furthermore, Palantir guided for adj. operating margins to decline to 22%; however, they guided for 22% for Q3 2021, and the actual adj. operating margins came in at 30%. So, I think there's some level of sandbagging embedded into this guidance.\nSource: Palantir Q3 2021 Earnings Presentation\nFor 2021, Palantir is now expected to grow revenue to $1.527B (up 40% y/y) with adj. free cash flow of more than $400M. In the past, Alex Karp, Palantir's CEO, has guided for 30%+ CAGR sales growth through 2025. Hence, we can confidently expect the company to hit the $2B annual revenue milestone next year.\nSince its public listing, the bearish arguments against Palantir have been centered around limited traction among commercial customers and its bloated stock-based compensation plan. However, I think Palantir is proving these arguments to be false, and Q3 was a real conviction booster.\nThe Bull Thesis Is Getting Stronger\nIn Q3 2021, Palantir added 34 net new customers, i.e., 20% q/q growth in total customers. The commercial customer count outpaced total customer growth by growing at 46% q/q, representing clear business momentum for Palantir's commercial offerings.\nSource: Palantir Q3 2021 Earnings Presentation\nWith Palantir now offering its Foundry platform to smaller companies, we can expect this commercial customer count to inflate over coming quarters and years. Many critics have labeled Palantir's SPAC investments as deals for buying revenue; however, we see these deals as strategic investments to prove the viability of Palantir's software platform across various use-cases in the commercial sector. Furthermore, Palantir's deal closure data (shared below) shows that Palantir's big investments in Sales and Marketing are paying off quite handsomely.\nSource: Palantir Q3 2021 Earnings Presentation\nAt the end of Q3, Palantir had $3.6B in total remaining deal value [commercial remaining deal value of $2.2B (up 101% y/y)], giving the company a strong pipeline for the next few years.\nSource: Palantir Q3 2021 Earnings Presentation\nA particularly thorny issue for Palantir's shareholders has been its bloated share-based compensation plan that makes the company look more like an employee cooperative rather than a publicly-traded for-profit corporation. Although Palantir's stock-based compensation ($184M; 47% of total revenues) remained at ultra-high levels in Q3 2021, the trend is clearly pointing towards moderation in SBC.\nSource: YCharts\nAs Palantir scales up, revenues are growing rapidly, and the stock-based compensation [as a percentage of revenue] continues to decline. Hence, the bearish argument against Palantir is getting weaker with every passing quarter. Now, let's determine Palantir's fair value and expected returns to make an informed investment decision.\nPalantir's Fair Value And Expected Return\nTo find Palantir's fair value, we will employ our proprietary valuation model. Here's what it entails:\n\nIn step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.\nIn step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).\nIn step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.\n\nAssumptions:\n\nResults:\nSource: L.A. Stevens Valuation Model\nAccording to our model, Palantir is worth ~$31 per share, i.e., it is currently undervalued by ~27%. Hence, Palantir seems like a good buy here. However, we must also assess the expected returns for the stock to make an informed investment decision.\nTo calculate the total expected return for the next decade, we grow the above free cash flow per share at our conservative growth rate, then assign a conservative Price-to-FCF multiple, i.e., 35x, to it for year ten. Thereby, we create a conservative intrinsic value projection (2031 price target), by which we determine the 10-yr expected CAGR returns. If these returns cross our hurdle rate of 15%, we buy, else we wait for a better buying opportunity.\nHere are the expected returns for Palantir:\nSource: L.A. Stevens Valuation Model\nAs per the results above, Palantir's stock is projected to grow from ~$23 to ~$132 at a CAGR of ~19% by 2031. Since these expected returns are higher than our investment hurdle rate of 15%, I rate Palantir a strong buy at ~$23.\nLooking At The Technical Picture\nIn late September, I highlighted the following risks for Palantir:\n\nPalantir's management is focused on the long-term, and the company is expected to invest aggressively in the hunt for future sales growth, which in other words means Palantir will remain unprofitable in the near term. With rising inflation and growing bond yields, loss-making equities trading at big multiples (e.g., Palantir currently trades at ~35x P/S) could be in for a deep correction. Therefore, Palantir's stock could remain volatile over the next few months.\nAs discussed today, Palantir now sits at crucial support around its 50-SMA and 200-SMA ($25), and a breakdown could open further downside move here towards the $20 mark. Hence, I prefer buying through a dollar-cost averaging plan over the next few months.\n\nSource:Palantir Stock: Building An Army\nSince then, Palantir's breakout from an inverse head and shoulders pattern proved to be a head fake, and the stock has broken down below its 200-DMA trendline after a death cross in early October. Due to an inflationary environment, the market sentiment is pretty bearish towards growth stocks (barring a few market darlings), and so, Palantir could yet have more downside in the short term. The $17.5 to $20 zone should serve as strong support for Palantir.\nSource: YCharts\nConcluding Thoughts\nFrom a long-term perspective, I continue to think of Palantir as a next-gen big tech company that could very well command a market cap of trillions of dollars down the road. With growing momentum in the commercial sector and a monopolistic market share in the governmental defense software space, Palantir is one of the strongest long-term growth stories for the next decade. Although Palantir is not yet profitable, the company already generates massive amounts of free cash flow ($400M in 2021). Furthermore, Palantir's stock-based compensation is showing signs of moderation. Additionally, the valuation multiple (P/S of 23x based on 2022E revenue of $2B) has contracted significantly over the last ten months or so. With near-term volatility here to stay, I continue to recommend the use of a dollar-cost averaging plan to build a position in Palantir (up to 3-4% of portfolio). At $23 per share, Palantir is a strong buy.\nKey Takeaway: I rate Palantir a strong buy at $23\nThis article was written by Ahan Vashi","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":162288081,"gmtCreate":1624064687243,"gmtModify":1634023370032,"author":{"id":"3581331938298103","authorId":"3581331938298103","name":"SandDust","avatar":"https://static.tigerbbs.com/ea6083d742fc232449a625fb122842c8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581331938298103","authorIdStr":"3581331938298103"},"themes":[],"htmlText":"Is this the best time to buy Alibaba?I personally think so. Despite all the negative headlines, Alibaba has been hovering at this strong&nbsp;baseline.But if you going for short term trading gain this is not what you will like to buy in (go for meme cryptos instead).Next few years Alibaba will spend more money in their business to expand and catch up the competitors.&nbsp;I do believe in their LT story. You?&nbsp;","listText":"Is this the best time to buy Alibaba?I personally think so. Despite all the negative headlines, Alibaba has been hovering at this strong&nbsp;baseline.But if you going for short term trading gain this is not what you will like to buy in (go for meme cryptos instead).Next few years Alibaba will spend more money in their business to expand and catch up the competitors.&nbsp;I do believe in their LT story. You?&nbsp;","text":"Is this the best time to buy Alibaba?I personally think so. Despite all the negative headlines, Alibaba has been hovering at this strong baseline.But if you going for short term trading gain this is not what you will like to buy in (go for meme cryptos instead).Next few years Alibaba will spend more money in their business to expand and catch up the competitors. I do believe in their LT story. You?","images":[{"img":"https://static.tigerbbs.com/6a88a229713ee09280560490713e275e","width":"1080","height":"3522"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":41,"commentSize":22,"repostSize":1,"link":"https://laohu8.com/post/162288081","isVote":1,"tweetType":1,"viewCount":38663,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576088975090731","authorId":"3576088975090731","name":"pandaroar","avatar":"https://static.tigerbbs.com/6a89ea1d0b07ef871d4ca0666dcc1abd","crmLevel":1,"crmLevelSwitch":0,"idStr":"3576088975090731","authorIdStr":"3576088975090731"},"content":"Yep, Im buying slowly every month. Happy for it to sit around $200 while I accumulate though.","text":"Yep, Im buying slowly every month. Happy for it to sit around $200 while I accumulate though.","html":"Yep, Im buying slowly every month. Happy for it to sit around $200 while I accumulate though."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":166642661,"gmtCreate":1624008389353,"gmtModify":1634024193812,"author":{"id":"3581331938298103","authorId":"3581331938298103","name":"SandDust","avatar":"https://static.tigerbbs.com/ea6083d742fc232449a625fb122842c8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581331938298103","authorIdStr":"3581331938298103"},"themes":[],"title":"My Tiger Jouney - Jun21","htmlText":"My Tiger broker journey so far Bought Geely - due to the upcoming EV spinoff positive news. Tencent - Interesting company with long term potential. if you in China, you will understand. Ping Ann - Long term blue chip insurance company. Concord - New energy play Rolls Royce - Recovery play from Covid Melco - Recovery play from Covid Any comment from your side on my picks? Do you recommend any stocks that I should have a serious look? let me know!","listText":"My Tiger broker journey so far Bought Geely - due to the upcoming EV spinoff positive news. Tencent - Interesting company with long term potential. if you in China, you will understand. Ping Ann - Long term blue chip insurance company. Concord - New energy play Rolls Royce - Recovery play from Covid Melco - Recovery play from Covid Any comment from your side on my picks? Do you recommend any stocks that I should have a serious look? let me know!","text":"My Tiger broker journey so far Bought Geely - due to the upcoming EV spinoff positive news. Tencent - Interesting company with long term potential. if you in China, you will understand. Ping Ann - Long term blue chip insurance company. Concord - New energy play Rolls Royce - Recovery play from Covid Melco - Recovery play from Covid Any comment from your side on my picks? Do you recommend any stocks that I should have a serious look? let me know!","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":13,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/166642661","isVote":1,"tweetType":1,"viewCount":18707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807201553,"gmtCreate":1628037234172,"gmtModify":1631884791157,"author":{"id":"3581331938298103","authorId":"3581331938298103","name":"SandDust","avatar":"https://static.tigerbbs.com/ea6083d742fc232449a625fb122842c8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581331938298103","authorIdStr":"3581331938298103"},"themes":[],"htmlText":"I think Netflix hard to compete with strong content creator like Disney or HBO..&nbsp;","listText":"I think Netflix hard to compete with strong content creator like Disney or HBO..&nbsp;","text":"I think Netflix hard to compete with strong content creator like Disney or HBO..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/807201553","repostId":"1101001900","repostType":4,"isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3585043179154199","authorId":"3585043179154199","name":"jacksoncheng","avatar":"https://static.tigerbbs.com/15cea2a12fcc802fa3161c7165a892de","crmLevel":2,"crmLevelSwitch":0,"idStr":"3585043179154199","authorIdStr":"3585043179154199"},"content":"exactly this is not an ideal environment","text":"exactly this is not an ideal environment","html":"exactly this is not an ideal environment"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":133744841,"gmtCreate":1621814201383,"gmtModify":1634186485759,"author":{"id":"3581331938298103","authorId":"3581331938298103","name":"SandDust","avatar":"https://static.tigerbbs.com/ea6083d742fc232449a625fb122842c8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581331938298103","authorIdStr":"3581331938298103"},"themes":[],"htmlText":"Deflation aren't coming anytime soon.&nbsp;","listText":"Deflation aren't coming anytime soon.&nbsp;","text":"Deflation aren't coming anytime soon.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/133744841","repostId":"1119299095","repostType":4,"isVote":1,"tweetType":1,"viewCount":531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122417244,"gmtCreate":1624630001788,"gmtModify":1633950310543,"author":{"id":"3581331938298103","authorId":"3581331938298103","name":"SandDust","avatar":"https://static.tigerbbs.com/ea6083d742fc232449a625fb122842c8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581331938298103","authorIdStr":"3581331938298103"},"themes":[],"htmlText":"It is simple. Market is giving higher valuation to car manufacturers who going into EV and reducing valuation on Tesla due to competition.Do you agree?&nbsp;","listText":"It is simple. Market is giving higher valuation to car manufacturers who going into EV and reducing valuation on Tesla due to competition.Do you agree?&nbsp;","text":"It is simple. Market is giving higher valuation to car manufacturers who going into EV and reducing valuation on Tesla due to competition.Do you agree?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/122417244","repostId":"1116076888","repostType":4,"repost":{"id":"1116076888","kind":"news","pubTimestamp":1624612129,"share":"https://www.laohu8.com/m/news/1116076888?lang=zh_CN&edition=full","pubTime":"2021-06-25 17:08","market":"us","language":"en","title":"Why Tesla stock is getting left in Ford's and GM's dust<blockquote>为什么特斯拉股票被福特和通用汽车甩在身后</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1116076888","media":"cnn","summary":"New York Tesla had a stellar 2020: The electric car maker was added to the S&P 500 and the stock surged an electrifying 743%. But some investors have pulled the plug on the company lately.Tesla  shares are nearly 25% below their all-time high set earlier in the year, and down 2% for 2021 to date -— a time when traditional automakers are surging as they ramp up electric vehicle ambitions.It seems investors are a bit infatuated with these legacy Big 3 automakers as they look to rapidly expand thei","content":"<p>New York (CNN Business)Tesla had a stellar 2020: The electric car maker was added to the S&amp;P 500 and the stock surged an electrifying 743%. But some investors have pulled the plug on the company lately.</p><p><blockquote>纽约（CNN商业）特斯拉2020年表现出色：这家电动汽车制造商被纳入标普500，股价飙升743%。但一些投资者最近退出了该公司。</blockquote></p><p> Tesla (TSLA) shares are nearly 25% below their all-time high set earlier in the year, and down 2% for 2021 to date -— a time when traditional automakers are surging as they ramp up electric vehicle ambitions.</p><p><blockquote>特斯拉(TSLA)股价较今年早些时候创下的历史高点低近25%，2021年迄今已下跌2%——此时传统汽车制造商正在飙升，因为他们加大了电动汽车的雄心。</blockquote></p><p> Ford (F) stock is up nearly 75%, putting it in the top 10 of the S&amp;P 500 in 2021. The company unveiled its electric F-150 Lightning truck last month and also told investors that it now expects electric vehicles to account for 40% of global sales by 2030.</p><p><blockquote>福特(F)股价上涨近75%，跻身2021年标普500前十名。该公司上个月推出了电动F-150 Lightning卡车，还告诉投资者，目前预计到2030年电动汽车将占全球销量的40%。</blockquote></p><p> And GM (GM) is up more than 40% as well. The Chevrolet, Buick and Cadillac maker said this month that it's looking to spend a whopping $35 billion on EVs by 2025.</p><p><blockquote>通用汽车(GM)也上涨了40%以上。这家雪佛兰、别克和凯迪拉克制造商本月表示，计划到2025年在电动汽车上投入高达350亿美元。</blockquote></p><p> It seems investors are a bit infatuated with these legacy Big 3 automakers as they look to rapidly expand their electric car offerings to catch up with Tesla.</p><p><blockquote>投资者似乎对这些传统的三大汽车制造商有点迷恋，因为他们希望迅速扩大电动汽车产品以赶上特斯拉。</blockquote></p><p> Tesla is still growing incredibly quickly. Analysts expect earnings per share to more than double this year and increase at an average rate of about 45% annually over the next few years.</p><p><blockquote>特斯拉仍在以令人难以置信的速度增长。分析师预计，今年每股收益将增长一倍以上，未来几年将以年均45%左右的速度增长。</blockquote></p><p> Yet Tesla is one of the most polarizing stocks on Wall Street.</p><p><blockquote>然而，特斯拉是华尔街最两极分化的股票之一。</blockquote></p><p> According to Refinitiv, 14 analysts have the stock rated a \"buy,\" 13 a \"hold\" and 10 a \"sell.\" Contrast that with GM, which has 20 buy ratings, two holds and no sells.</p><p><blockquote>根据Refinitiv的数据，14名分析师将该股评级为“买入”，13名分析师评级为“持有”，10名分析师评级为“卖出”。相比之下，通用汽车有20个买入评级，2个持有评级，没有卖出评级。</blockquote></p><p> <b>Skeptics have many questions about Tesla and Musk</b></p><p><blockquote><b>怀疑论者对特斯拉和马斯克有很多疑问</b></blockquote></p><p> The consensus target price for Tesla stock from analysts is $652, about 6% lower than its current price.</p><p><blockquote>分析师对特斯拉股票的一致目标价为652美元，比当前价格低约6%。</blockquote></p><p> Tesla critics have a pile of worries to point to. A notable short seller who was featured in \"The Big Short\" is betting against the company. Concerns about Tesla's management bench sprung up after longtime executive Jerome Guillen abruptly left earlier this month — especially since CEO Elon Musk is also busy running SpaceX.</p><p><blockquote>特斯拉的批评者有一大堆担忧要指出。《大空头》中的一位著名卖空者正在做空该公司。在长期高管Jerome Guillen本月早些时候突然离职后，人们对特斯拉管理层的担忧激增——特别是因为首席执行官Elon Musk也在忙于运营SpaceX。</blockquote></p><p> And Musk's obsession with bitcoin and dogecoin, along with other extracurricular activities like hosting Saturday Night Live and constantly tweeting, might be a turnoff for some investors and analysts.</p><p><blockquote>马斯克对比特币和狗狗币的痴迷，以及主持周六夜现场和不断发推文等其他课外活动，可能会让一些投资者和分析师感到厌烦。</blockquote></p><p> Still, there is no denying that the company has plenty of ardent fans, and its vehicles have grabbed plenty of positive headlines this week alone.</p><p><blockquote>尽管如此，不可否认的是，该公司拥有大量热情的粉丝，其车辆仅在本周就占据了大量正面头条新闻。</blockquote></p><p> For example, Cars.com (CARS) announced earlier this week that Tesla's Model 3 was ranked first in its American-Made Index, which measures how much a vehicle contributes to the US economy based on factors such as domestic factory jobs, manufacturing plants and parts sourcing.</p><p><blockquote>例如，Cars.com(CARS)本周早些时候宣布，特斯拉Model 3在其美国制造指数中排名第一，该指数根据国内工厂就业、制造工厂等因素衡量车辆对美国经济的贡献程度和零部件采购。</blockquote></p><p> The Model 3 edged out Ford's Mustang for the top spot, and Tesla's Model Y also ranked third on the list. Shares of Tesla rallied more than 5% Wednesday following the news.</p><p><blockquote>Model 3力压福特野马夺得榜首，特斯拉Model Y也位列榜单第三。消息传出后，特斯拉股价周三上涨超过5%。</blockquote></p><p> The stock gained even more ground Thursday after Musk tweeted the night before that Tesla investors might get preferential treatment to buy shares of SpaceX-owned Starlink if SpaceX eventually decides to spin off the satellite internet service in a few years.</p><p><blockquote>马斯克前一天晚上在推特上表示，如果SpaceX最终决定在几年内剥离卫星互联网服务，特斯拉投资者可能会获得购买SpaceX旗下Starlink股票的优惠待遇，该股周四进一步上涨。</blockquote></p><p> So even though Tesla's stock is still in the red this year, shares have quickly clawed back much of their 2021 losses after a more than 12% surge in the past five days.</p><p><blockquote>因此，尽管特斯拉的股价今年仍处于亏损状态，但在过去五天飙升超过12%后，该股已迅速收复了2021年的大部分跌幅。</blockquote></p><p> Tesla is nothing if not volatile.</p><p><blockquote>如果不是不稳定的话，特斯拉什么都不是。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Tesla stock is getting left in Ford's and GM's dust<blockquote>为什么特斯拉股票被福特和通用汽车甩在身后</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Tesla stock is getting left in Ford's and GM's dust<blockquote>为什么特斯拉股票被福特和通用汽车甩在身后</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">cnn</strong><span class=\"h-time small\">2021-06-25 17:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>New York (CNN Business)Tesla had a stellar 2020: The electric car maker was added to the S&amp;P 500 and the stock surged an electrifying 743%. But some investors have pulled the plug on the company lately.</p><p><blockquote>纽约（CNN商业）特斯拉2020年表现出色：这家电动汽车制造商被纳入标普500，股价飙升743%。但一些投资者最近退出了该公司。</blockquote></p><p> Tesla (TSLA) shares are nearly 25% below their all-time high set earlier in the year, and down 2% for 2021 to date -— a time when traditional automakers are surging as they ramp up electric vehicle ambitions.</p><p><blockquote>特斯拉(TSLA)股价较今年早些时候创下的历史高点低近25%，2021年迄今已下跌2%——此时传统汽车制造商正在飙升，因为他们加大了电动汽车的雄心。</blockquote></p><p> Ford (F) stock is up nearly 75%, putting it in the top 10 of the S&amp;P 500 in 2021. The company unveiled its electric F-150 Lightning truck last month and also told investors that it now expects electric vehicles to account for 40% of global sales by 2030.</p><p><blockquote>福特(F)股价上涨近75%，跻身2021年标普500前十名。该公司上个月推出了电动F-150 Lightning卡车，还告诉投资者，目前预计到2030年电动汽车将占全球销量的40%。</blockquote></p><p> And GM (GM) is up more than 40% as well. The Chevrolet, Buick and Cadillac maker said this month that it's looking to spend a whopping $35 billion on EVs by 2025.</p><p><blockquote>通用汽车(GM)也上涨了40%以上。这家雪佛兰、别克和凯迪拉克制造商本月表示，计划到2025年在电动汽车上投入高达350亿美元。</blockquote></p><p> It seems investors are a bit infatuated with these legacy Big 3 automakers as they look to rapidly expand their electric car offerings to catch up with Tesla.</p><p><blockquote>投资者似乎对这些传统的三大汽车制造商有点迷恋，因为他们希望迅速扩大电动汽车产品以赶上特斯拉。</blockquote></p><p> Tesla is still growing incredibly quickly. Analysts expect earnings per share to more than double this year and increase at an average rate of about 45% annually over the next few years.</p><p><blockquote>特斯拉仍在以令人难以置信的速度增长。分析师预计，今年每股收益将增长一倍以上，未来几年将以年均45%左右的速度增长。</blockquote></p><p> Yet Tesla is one of the most polarizing stocks on Wall Street.</p><p><blockquote>然而，特斯拉是华尔街最两极分化的股票之一。</blockquote></p><p> According to Refinitiv, 14 analysts have the stock rated a \"buy,\" 13 a \"hold\" and 10 a \"sell.\" Contrast that with GM, which has 20 buy ratings, two holds and no sells.</p><p><blockquote>根据Refinitiv的数据，14名分析师将该股评级为“买入”，13名分析师评级为“持有”，10名分析师评级为“卖出”。相比之下，通用汽车有20个买入评级，2个持有评级，没有卖出评级。</blockquote></p><p> <b>Skeptics have many questions about Tesla and Musk</b></p><p><blockquote><b>怀疑论者对特斯拉和马斯克有很多疑问</b></blockquote></p><p> The consensus target price for Tesla stock from analysts is $652, about 6% lower than its current price.</p><p><blockquote>分析师对特斯拉股票的一致目标价为652美元，比当前价格低约6%。</blockquote></p><p> Tesla critics have a pile of worries to point to. A notable short seller who was featured in \"The Big Short\" is betting against the company. Concerns about Tesla's management bench sprung up after longtime executive Jerome Guillen abruptly left earlier this month — especially since CEO Elon Musk is also busy running SpaceX.</p><p><blockquote>特斯拉的批评者有一大堆担忧要指出。《大空头》中的一位著名卖空者正在做空该公司。在长期高管Jerome Guillen本月早些时候突然离职后，人们对特斯拉管理层的担忧激增——特别是因为首席执行官Elon Musk也在忙于运营SpaceX。</blockquote></p><p> And Musk's obsession with bitcoin and dogecoin, along with other extracurricular activities like hosting Saturday Night Live and constantly tweeting, might be a turnoff for some investors and analysts.</p><p><blockquote>马斯克对比特币和狗狗币的痴迷，以及主持周六夜现场和不断发推文等其他课外活动，可能会让一些投资者和分析师感到厌烦。</blockquote></p><p> Still, there is no denying that the company has plenty of ardent fans, and its vehicles have grabbed plenty of positive headlines this week alone.</p><p><blockquote>尽管如此，不可否认的是，该公司拥有大量热情的粉丝，其车辆仅在本周就占据了大量正面头条新闻。</blockquote></p><p> For example, Cars.com (CARS) announced earlier this week that Tesla's Model 3 was ranked first in its American-Made Index, which measures how much a vehicle contributes to the US economy based on factors such as domestic factory jobs, manufacturing plants and parts sourcing.</p><p><blockquote>例如，Cars.com(CARS)本周早些时候宣布，特斯拉Model 3在其美国制造指数中排名第一，该指数根据国内工厂就业、制造工厂等因素衡量车辆对美国经济的贡献程度和零部件采购。</blockquote></p><p> The Model 3 edged out Ford's Mustang for the top spot, and Tesla's Model Y also ranked third on the list. Shares of Tesla rallied more than 5% Wednesday following the news.</p><p><blockquote>Model 3力压福特野马夺得榜首，特斯拉Model Y也位列榜单第三。消息传出后，特斯拉股价周三上涨超过5%。</blockquote></p><p> The stock gained even more ground Thursday after Musk tweeted the night before that Tesla investors might get preferential treatment to buy shares of SpaceX-owned Starlink if SpaceX eventually decides to spin off the satellite internet service in a few years.</p><p><blockquote>马斯克前一天晚上在推特上表示，如果SpaceX最终决定在几年内剥离卫星互联网服务，特斯拉投资者可能会获得购买SpaceX旗下Starlink股票的优惠待遇，该股周四进一步上涨。</blockquote></p><p> So even though Tesla's stock is still in the red this year, shares have quickly clawed back much of their 2021 losses after a more than 12% surge in the past five days.</p><p><blockquote>因此，尽管特斯拉的股价今年仍处于亏损状态，但在过去五天飙升超过12%后，该股已迅速收复了2021年的大部分跌幅。</blockquote></p><p> Tesla is nothing if not volatile.</p><p><blockquote>如果不是不稳定的话，特斯拉什么都不是。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/06/24/investing/tesla-stock-ford-gm/index.html\">cnn</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://edition.cnn.com/2021/06/24/investing/tesla-stock-ford-gm/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116076888","content_text":"New York (CNN Business)Tesla had a stellar 2020: The electric car maker was added to the S&P 500 and the stock surged an electrifying 743%. But some investors have pulled the plug on the company lately.\nTesla (TSLA) shares are nearly 25% below their all-time high set earlier in the year, and down 2% for 2021 to date -— a time when traditional automakers are surging as they ramp up electric vehicle ambitions.\nFord (F) stock is up nearly 75%, putting it in the top 10 of the S&P 500 in 2021. The company unveiled its electric F-150 Lightning truck last month and also told investors that it now expects electric vehicles to account for 40% of global sales by 2030.\nAnd GM (GM) is up more than 40% as well. The Chevrolet, Buick and Cadillac maker said this month that it's looking to spend a whopping $35 billion on EVs by 2025.\nIt seems investors are a bit infatuated with these legacy Big 3 automakers as they look to rapidly expand their electric car offerings to catch up with Tesla.\nTesla is still growing incredibly quickly. Analysts expect earnings per share to more than double this year and increase at an average rate of about 45% annually over the next few years.\nYet Tesla is one of the most polarizing stocks on Wall Street.\nAccording to Refinitiv, 14 analysts have the stock rated a \"buy,\" 13 a \"hold\" and 10 a \"sell.\" Contrast that with GM, which has 20 buy ratings, two holds and no sells.\nSkeptics have many questions about Tesla and Musk\nThe consensus target price for Tesla stock from analysts is $652, about 6% lower than its current price.\nTesla critics have a pile of worries to point to. A notable short seller who was featured in \"The Big Short\" is betting against the company. Concerns about Tesla's management bench sprung up after longtime executive Jerome Guillen abruptly left earlier this month — especially since CEO Elon Musk is also busy running SpaceX.\nAnd Musk's obsession with bitcoin and dogecoin, along with other extracurricular activities like hosting Saturday Night Live and constantly tweeting, might be a turnoff for some investors and analysts.\nStill, there is no denying that the company has plenty of ardent fans, and its vehicles have grabbed plenty of positive headlines this week alone.\nFor example, Cars.com (CARS) announced earlier this week that Tesla's Model 3 was ranked first in its American-Made Index, which measures how much a vehicle contributes to the US economy based on factors such as domestic factory jobs, manufacturing plants and parts sourcing.\nThe Model 3 edged out Ford's Mustang for the top spot, and Tesla's Model Y also ranked third on the list. Shares of Tesla rallied more than 5% Wednesday following the news.\nThe stock gained even more ground Thursday after Musk tweeted the night before that Tesla investors might get preferential treatment to buy shares of SpaceX-owned Starlink if SpaceX eventually decides to spin off the satellite internet service in a few years.\nSo even though Tesla's stock is still in the red this year, shares have quickly clawed back much of their 2021 losses after a more than 12% surge in the past five days.\nTesla is nothing if not volatile.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801713388,"gmtCreate":1627534264944,"gmtModify":1631884791681,"author":{"id":"3581331938298103","authorId":"3581331938298103","name":"SandDust","avatar":"https://static.tigerbbs.com/ea6083d742fc232449a625fb122842c8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581331938298103","authorIdStr":"3581331938298103"},"themes":[],"htmlText":"Unless Netflix can continue to churn out own content, it will be hard to fight with Disney and HBO","listText":"Unless Netflix can continue to churn out own content, it will be hard to fight with Disney and HBO","text":"Unless Netflix can continue to churn out own content, it will be hard to fight with Disney and HBO","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/801713388","repostId":"2154927641","repostType":4,"isVote":1,"tweetType":1,"viewCount":689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174655408,"gmtCreate":1627097074504,"gmtModify":1633767991120,"author":{"id":"3581331938298103","authorId":"3581331938298103","name":"SandDust","avatar":"https://static.tigerbbs.com/ea6083d742fc232449a625fb122842c8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581331938298103","authorIdStr":"3581331938298103"},"themes":[],"htmlText":"It is more of doing what ultimately the authorities will ask them to do. Smart.&nbsp;","listText":"It is more of doing what ultimately the authorities will ask them to do. Smart.&nbsp;","text":"It is more of doing what ultimately the authorities will ask them to do. Smart.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/174655408","repostId":"1109439356","repostType":4,"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125193990,"gmtCreate":1624662785010,"gmtModify":1631884163001,"author":{"id":"3581331938298103","authorId":"3581331938298103","name":"SandDust","avatar":"https://static.tigerbbs.com/ea6083d742fc232449a625fb122842c8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581331938298103","authorIdStr":"3581331938298103"},"themes":[],"htmlText":"Nike want to do business in China while joining the bandwagon to critic the country.&nbsp;Please comment and like&nbsp;","listText":"Nike want to do business in China while joining the bandwagon to critic the country.&nbsp;Please comment and like&nbsp;","text":"Nike want to do business in China while joining the bandwagon to critic the country. Please comment and like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/125193990","repostId":"1165822342","repostType":4,"isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128355195,"gmtCreate":1624503005717,"gmtModify":1634005156425,"author":{"id":"3581331938298103","authorId":"3581331938298103","name":"SandDust","avatar":"https://static.tigerbbs.com/ea6083d742fc232449a625fb122842c8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581331938298103","authorIdStr":"3581331938298103"},"themes":[],"htmlText":"Please comment and like&nbsp;","listText":"Please comment and like&nbsp;","text":"Please comment and like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/128355195","repostId":"1174118119","repostType":4,"repost":{"id":"1174118119","kind":"news","pubTimestamp":1624502703,"share":"https://www.laohu8.com/m/news/1174118119?lang=zh_CN&edition=full","pubTime":"2021-06-24 10:45","market":"us","language":"en","title":"These 2 Unknown Nasdaq Stocks Are Making Shareholders Richer Today<blockquote>这两只不为人知的纳斯达克股票今天让股东变得更富有</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1174118119","media":"Motley Fool","summary":"TheNasdaq Composite(NASDAQINDEX:^IXIC)pushed further into record territory on Wednesday, with some o","content":"<p>The<b>Nasdaq Composite</b>(NASDAQINDEX:^IXIC)pushed further into record territory on Wednesday, with some of its largest components contributing to gains for the index. As of 2:15 p.m. EDT Wednesday afternoon,the Nasdaqwas up another quarter-percent.</p><p><blockquote>The<b>纳斯达克复合材料</b>（纳斯达克指数：^IXIC）周三进一步突破历史新高，其一些最大的成分股推动了该指数的上涨。截至下午2:15美国东部时间周三下午，纳斯达克指数又上涨了四分之一个百分点。</blockquote></p><p> Many major companies have helped lift the Nasdaq higher in recent months. Yet on Wednesday, it was a couple of largely unknown companies that vaulted into the spotlight. Below, we'll look more closely at why&nbsp;<b>Loop Industries</b>(NASDAQ:LOOP)&nbsp;and&nbsp;<b>Ideanomics</b>(NASDAQ:IDEX)deserve a little more attention from investors.</p><p><blockquote>近几个月来，许多大公司帮助推高了纳斯达克。然而，周三，几家鲜为人知的公司成为了人们关注的焦点。下面，我们将更仔细地看看为什么<b>循环工业</b>（纳斯达克：LOOP）及<b>观念经济学</b>（纳斯达克：IDEX）值得投资者多一点关注。</blockquote></p><p> Loop sustains gains</p><p><blockquote>循环维持收益</blockquote></p><p> Shares of Loop Industries moved higher by nearly 20%Wednesday afternoon. The maker of specialized materials from waste plastic and polyester fiber made a key announcement that lifted its stock to its highest levels in three years.</p><p><blockquote>周三下午，Loop Industries股价上涨近20%。这家由废塑料和聚酯纤维制成的特种材料制造商发布了一项重要公告，将其库存提升至三年来的最高水平。</blockquote></p><p> South Korean industrial giant SK Global Chemical agreed to make a $56.5 million investment in Loop, taking a 10% equity stake in the company that values the stock at $12 per share. Loop intends to use the proceeds toward building out a facility in Quebec.</p><p><blockquote>韩国工业巨头SK Global Chemical同意向Loop投资5650万美元，持有该公司10%的股权，该公司股价为每股12美元。Loop打算将所得收益用于在魁北克建设一个设施。</blockquote></p><p> At the same time, though, SK and Loop have much larger plans for their joint venture. The companies intend to prepare facility construction in South Korea during the first half of 2022, with the hope of completing four facilities by the end of the decade. All told, Loop hopes to put 400,000 tons of waste plastic and fiber to productive use, saving more than 632,000 metric tons of carbon dioxide emissions annually.</p><p><blockquote>但与此同时，SK和Loop对合资企业有更大的计划。两家公司打算在2022年上半年准备在韩国建设设施，希望在本世纪末完成四个设施。总而言之，Loop希望将400,000吨废塑料和纤维用于生产用途，每年减少超过632,000吨二氧化碳排放。</blockquote></p><p> The deal acts as a vote of confidence in Loop's business model, which took a hit after short-selling research reports called it into question. When real investors put real money to work, it acts as validation for early shareholders who saw the value of Loop's vision.</p><p><blockquote>这笔交易是对Loop商业模式的信任票，在卖空研究报告对其提出质疑后，该模式受到了打击。当真正的投资者投入真金白银时，这对看到Loop愿景价值的早期股东来说是一种验证。</blockquote></p><p> A good idea from Ideanomics</p><p><blockquote>Ideanomics的一个好主意</blockquote></p><p> Meanwhile, shares of Ideanomics were up more than 12% Wednesday afternoon. The electric vehicle mobility and fintech company has largely flown under investors' radars, but today's move reflects greater interest in the industry generally and in the company in particular.</p><p><blockquote>与此同时，Ideanomics股价周三下午上涨超过12%。这家电动汽车移动和金融科技公司在很大程度上受到了投资者的关注，但今天的举动反映出人们对整个行业，尤其是该公司的更大兴趣。</blockquote></p><p> Ideanomics isn't well-known on Wall Street, but it's attracted a sizable following among individual investors. For many shareholders, Ideanomics' most important business is its mobility segment, which has sought to help commercial bus and truck fleets figure out a better approach toward electrification more broadly. With an approach that includes planning, vehicles, infrastructure, and operational assistance, Ideanomics has aimed to be a one-stop shop for those looking to keep up with changing trends in the EV space.</p><p><blockquote>Ideanomics在华尔街并不出名，但它在个人投资者中吸引了相当多的追随者。对于许多股东来说，Ideanomics最重要的业务是其移动部门，该部门致力于帮助商用巴士和卡车车队找到更好的方法来实现更广泛的电气化。Ideanomics的方法包括规划、车辆、基础设施和运营援助，旨在为那些希望跟上电动汽车领域不断变化的趋势的人提供一站式服务。</blockquote></p><p> However, Ideanomics also has other ambitions. It's aiming to make new financial technology more accessible to companies looking to keep up with the pace of innovation, with specialization in multiple areas such as real estate, commodities, and broker-dealer transactions.</p><p><blockquote>然而，Ideanomics还有其他抱负。它旨在让希望跟上创新步伐的公司更容易获得新的金融技术，专注于房地产、大宗商品和经纪交易商交易等多个领域。</blockquote></p><p> Ideanomics' recent acquisition of EV tractor company Solectrac gave it a bigger presence in the U.S. market, and that's raised awareness among many investors. The stock remains well below its best levels in recent months, but many are hopeful that the trend that's supporting EV development will help bolster Ideanomics' prospects as well.</p><p><blockquote>Ideanomics最近收购了电动拖拉机公司Solectrac，使其在美国市场拥有更大的影响力，这提高了许多投资者的认识。该股仍远低于近几个月来的最佳水平，但许多人希望支持电动汽车发展的趋势也将有助于提振Ideanomics的前景。</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>These 2 Unknown Nasdaq Stocks Are Making Shareholders Richer Today<blockquote>这两只不为人知的纳斯达克股票今天让股东变得更富有</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\">\nThese 2 Unknown Nasdaq Stocks Are Making Shareholders Richer Today<blockquote>这两只不为人知的纳斯达克股票今天让股东变得更富有</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\">2021-06-24 10:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The<b>Nasdaq Composite</b>(NASDAQINDEX:^IXIC)pushed further into record territory on Wednesday, with some of its largest components contributing to gains for the index. As of 2:15 p.m. EDT Wednesday afternoon,the Nasdaqwas up another quarter-percent.</p><p><blockquote>The<b>纳斯达克复合材料</b>（纳斯达克指数：^IXIC）周三进一步突破历史新高，其一些最大的成分股推动了该指数的上涨。截至下午2:15美国东部时间周三下午，纳斯达克指数又上涨了四分之一个百分点。</blockquote></p><p> Many major companies have helped lift the Nasdaq higher in recent months. Yet on Wednesday, it was a couple of largely unknown companies that vaulted into the spotlight. Below, we'll look more closely at why&nbsp;<b>Loop Industries</b>(NASDAQ:LOOP)&nbsp;and&nbsp;<b>Ideanomics</b>(NASDAQ:IDEX)deserve a little more attention from investors.</p><p><blockquote>近几个月来，许多大公司帮助推高了纳斯达克。然而，周三，几家鲜为人知的公司成为了人们关注的焦点。下面，我们将更仔细地看看为什么<b>循环工业</b>（纳斯达克：LOOP）及<b>观念经济学</b>（纳斯达克：IDEX）值得投资者多一点关注。</blockquote></p><p> Loop sustains gains</p><p><blockquote>循环维持收益</blockquote></p><p> Shares of Loop Industries moved higher by nearly 20%Wednesday afternoon. The maker of specialized materials from waste plastic and polyester fiber made a key announcement that lifted its stock to its highest levels in three years.</p><p><blockquote>周三下午，Loop Industries股价上涨近20%。这家由废塑料和聚酯纤维制成的特种材料制造商发布了一项重要公告，将其库存提升至三年来的最高水平。</blockquote></p><p> South Korean industrial giant SK Global Chemical agreed to make a $56.5 million investment in Loop, taking a 10% equity stake in the company that values the stock at $12 per share. Loop intends to use the proceeds toward building out a facility in Quebec.</p><p><blockquote>韩国工业巨头SK Global Chemical同意向Loop投资5650万美元，持有该公司10%的股权，该公司股价为每股12美元。Loop打算将所得收益用于在魁北克建设一个设施。</blockquote></p><p> At the same time, though, SK and Loop have much larger plans for their joint venture. The companies intend to prepare facility construction in South Korea during the first half of 2022, with the hope of completing four facilities by the end of the decade. All told, Loop hopes to put 400,000 tons of waste plastic and fiber to productive use, saving more than 632,000 metric tons of carbon dioxide emissions annually.</p><p><blockquote>但与此同时，SK和Loop对合资企业有更大的计划。两家公司打算在2022年上半年准备在韩国建设设施，希望在本世纪末完成四个设施。总而言之，Loop希望将400,000吨废塑料和纤维用于生产用途，每年减少超过632,000吨二氧化碳排放。</blockquote></p><p> The deal acts as a vote of confidence in Loop's business model, which took a hit after short-selling research reports called it into question. When real investors put real money to work, it acts as validation for early shareholders who saw the value of Loop's vision.</p><p><blockquote>这笔交易是对Loop商业模式的信任票，在卖空研究报告对其提出质疑后，该模式受到了打击。当真正的投资者投入真金白银时，这对看到Loop愿景价值的早期股东来说是一种验证。</blockquote></p><p> A good idea from Ideanomics</p><p><blockquote>Ideanomics的一个好主意</blockquote></p><p> Meanwhile, shares of Ideanomics were up more than 12% Wednesday afternoon. The electric vehicle mobility and fintech company has largely flown under investors' radars, but today's move reflects greater interest in the industry generally and in the company in particular.</p><p><blockquote>与此同时，Ideanomics股价周三下午上涨超过12%。这家电动汽车移动和金融科技公司在很大程度上受到了投资者的关注，但今天的举动反映出人们对整个行业，尤其是该公司的更大兴趣。</blockquote></p><p> Ideanomics isn't well-known on Wall Street, but it's attracted a sizable following among individual investors. For many shareholders, Ideanomics' most important business is its mobility segment, which has sought to help commercial bus and truck fleets figure out a better approach toward electrification more broadly. With an approach that includes planning, vehicles, infrastructure, and operational assistance, Ideanomics has aimed to be a one-stop shop for those looking to keep up with changing trends in the EV space.</p><p><blockquote>Ideanomics在华尔街并不出名，但它在个人投资者中吸引了相当多的追随者。对于许多股东来说，Ideanomics最重要的业务是其移动部门，该部门致力于帮助商用巴士和卡车车队找到更好的方法来实现更广泛的电气化。Ideanomics的方法包括规划、车辆、基础设施和运营援助，旨在为那些希望跟上电动汽车领域不断变化的趋势的人提供一站式服务。</blockquote></p><p> However, Ideanomics also has other ambitions. It's aiming to make new financial technology more accessible to companies looking to keep up with the pace of innovation, with specialization in multiple areas such as real estate, commodities, and broker-dealer transactions.</p><p><blockquote>然而，Ideanomics还有其他抱负。它旨在让希望跟上创新步伐的公司更容易获得新的金融技术，专注于房地产、大宗商品和经纪交易商交易等多个领域。</blockquote></p><p> Ideanomics' recent acquisition of EV tractor company Solectrac gave it a bigger presence in the U.S. market, and that's raised awareness among many investors. The stock remains well below its best levels in recent months, but many are hopeful that the trend that's supporting EV development will help bolster Ideanomics' prospects as well.</p><p><blockquote>Ideanomics最近收购了电动拖拉机公司Solectrac，使其在美国市场拥有更大的影响力，这提高了许多投资者的认识。该股仍远低于近几个月来的最佳水平，但许多人希望支持电动汽车发展的趋势也将有助于提振Ideanomics的前景。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/06/23/2-unknown-nasdaq-stocks-making-shareholders-richer/\">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":{"LOOP":"Loop Industries Inc","IDEX":"优点互动"},"source_url":"https://www.fool.com/investing/2021/06/23/2-unknown-nasdaq-stocks-making-shareholders-richer/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174118119","content_text":"TheNasdaq Composite(NASDAQINDEX:^IXIC)pushed further into record territory on Wednesday, with some of its largest components contributing to gains for the index. As of 2:15 p.m. EDT Wednesday afternoon,the Nasdaqwas up another quarter-percent.\nMany major companies have helped lift the Nasdaq higher in recent months. Yet on Wednesday, it was a couple of largely unknown companies that vaulted into the spotlight. Below, we'll look more closely at why Loop Industries(NASDAQ:LOOP) and Ideanomics(NASDAQ:IDEX)deserve a little more attention from investors.\nLoop sustains gains\nShares of Loop Industries moved higher by nearly 20%Wednesday afternoon. The maker of specialized materials from waste plastic and polyester fiber made a key announcement that lifted its stock to its highest levels in three years.\nSouth Korean industrial giant SK Global Chemical agreed to make a $56.5 million investment in Loop, taking a 10% equity stake in the company that values the stock at $12 per share. Loop intends to use the proceeds toward building out a facility in Quebec.\nAt the same time, though, SK and Loop have much larger plans for their joint venture. The companies intend to prepare facility construction in South Korea during the first half of 2022, with the hope of completing four facilities by the end of the decade. All told, Loop hopes to put 400,000 tons of waste plastic and fiber to productive use, saving more than 632,000 metric tons of carbon dioxide emissions annually.\nThe deal acts as a vote of confidence in Loop's business model, which took a hit after short-selling research reports called it into question. When real investors put real money to work, it acts as validation for early shareholders who saw the value of Loop's vision.\nA good idea from Ideanomics\nMeanwhile, shares of Ideanomics were up more than 12% Wednesday afternoon. The electric vehicle mobility and fintech company has largely flown under investors' radars, but today's move reflects greater interest in the industry generally and in the company in particular.\nIdeanomics isn't well-known on Wall Street, but it's attracted a sizable following among individual investors. For many shareholders, Ideanomics' most important business is its mobility segment, which has sought to help commercial bus and truck fleets figure out a better approach toward electrification more broadly. With an approach that includes planning, vehicles, infrastructure, and operational assistance, Ideanomics has aimed to be a one-stop shop for those looking to keep up with changing trends in the EV space.\nHowever, Ideanomics also has other ambitions. It's aiming to make new financial technology more accessible to companies looking to keep up with the pace of innovation, with specialization in multiple areas such as real estate, commodities, and broker-dealer transactions.\nIdeanomics' recent acquisition of EV tractor company Solectrac gave it a bigger presence in the U.S. market, and that's raised awareness among many investors. The stock remains well below its best levels in recent months, but many are hopeful that the trend that's supporting EV development will help bolster Ideanomics' prospects as well.","news_type":1,"symbols_score_info":{"IDEX":0.9,"LOOP":0.9}},"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":134223824,"gmtCreate":1622244046368,"gmtModify":1634182588715,"author":{"id":"3581331938298103","authorId":"3581331938298103","name":"SandDust","avatar":"https://static.tigerbbs.com/ea6083d742fc232449a625fb122842c8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581331938298103","authorIdStr":"3581331938298103"},"themes":[],"htmlText":"Please comment&nbsp;","listText":"Please comment&nbsp;","text":"Please comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/134223824","repostId":"2138948877","repostType":4,"isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}