Waterbottle的个人主页 - 老虎社区

Waterbottle

Waterbottle

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2021-05-30

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2021-09-26

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2021-09-06

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Pfizer booster likely to be OK’d by Sept. 20, but Moderna’s may lag, Fauci says<blockquote>福奇表示，辉瑞增强剂可能会在9月20日之前获得批准，但Moderna的可能会滞后</blockquote>

2021-05-30

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2021-07-14

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2021-08-22

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Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote>

2021-09-13

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2021-08-31

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This Meme Stock Just Raced Past GameStop As The New Money Machine<blockquote>这只模因股票刚刚超越游戏驿站成为新的赚钱机器</blockquote>

2021-08-27

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2021-08-18

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2021-08-09

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2021-06-19

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2021-10-15

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Toplines Before US Market Open on Friday<blockquote>周五美国市场开盘前的营收</blockquote>

2021-09-16

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2021-09-10

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2021-08-12

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2021-08-05

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2021-08-01

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2021-09-09

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Amazon Vs. Microsoft: Two Cloud Computing Giants, One Winning Stock<blockquote>亚马逊Vs.微软：两大云计算巨头，一只胜出股</blockquote>

2021-08-26

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Why Are Investors Cheering Ulta Beauty Stock?<blockquote>为什么投资者为Ulta Beauty股票欢呼？</blockquote>

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All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857874029,"gmtCreate":1635519972690,"gmtModify":1635519972755,"author":{"id":"3581634953766636","authorId":"3581634953766636","name":"Waterbottle","avatar":"https://static.tigerbbs.com/c73e99195b539aab75e779f4237969cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581634953766636","idStr":"3581634953766636"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857874029","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1952,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827053607,"gmtCreate":1634375676669,"gmtModify":1634375676846,"author":{"id":"3581634953766636","authorId":"3581634953766636","name":"Waterbottle","avatar":"https://static.tigerbbs.com/c73e99195b539aab75e779f4237969cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581634953766636","idStr":"3581634953766636"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/827053607","repostId":"1108385230","repostType":4,"isVote":1,"tweetType":1,"viewCount":2017,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":824886842,"gmtCreate":1634301987088,"gmtModify":1634301987272,"author":{"id":"3581634953766636","authorId":"3581634953766636","name":"Waterbottle","avatar":"https://static.tigerbbs.com/c73e99195b539aab75e779f4237969cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581634953766636","idStr":"3581634953766636"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/824886842","repostId":"1122645691","repostType":4,"repost":{"id":"1122645691","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":1634301436,"share":"https://www.laohu8.com/m/news/1122645691?lang=zh_CN&edition=full","pubTime":"2021-10-15 20:37","market":"us","language":"en","title":"Toplines Before US Market Open on Friday<blockquote>周五美国市场开盘前的营收</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122645691","media":"Tiger Newspress","summary":"U.S. stock futures edged higher on Friday and pointed to weekly gains for major indexes, after resul","content":"<p>U.S. stock futures edged higher on Friday and pointed to weekly gains for major indexes, after results from Goldman Sachs&nbsp;and&nbsp;retail sales data.</p><p><blockquote>在高盛公布业绩和零售销售数据后，美国股指期货周五小幅走高，主要股指每周上涨。</blockquote></p><p> At 08:35 a.m. ET, Dow e-minis were up 188 points, or 0.54%, S&amp;P 500 e-minis were up 19.25 points, or 0.43%, and Nasdaq 100 e-minis were up 52.5 points, or 0.35%.</p><p><blockquote>截至美国东部时间上午08:35，道指e-minis上涨188点，涨幅0.54%，标普500 e-minis上涨19.25点，涨幅0.43%，纳斯达克100 e-minis上涨52.5点，涨幅0.35%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8eb8e4448c14bc75ba9cf20cd469b47d\" tg-width=\"404\" tg-height=\"184\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Goldman Sachs crushed analysts’ estimates on strong investment banking and trading results.The&nbsp;shares rose more&nbsp;than 2%&nbsp;in premarket trading.</p><p><blockquote>高盛打破了分析师对强劲投资银行和交易业绩的预期。该股在盘前交易中上涨超过2%。</blockquote></p><p> Strong results from a clutch of banks, including Citigroup&nbsp;and Morgan Stanley, propelled the S&amp;P 500&nbsp;to its biggest daily percentage gain since early March on Thursday, while data on the labor market and inflation eased fears over the outlook for higher rates.</p><p><blockquote>包括花旗集团和摩根士丹利在内的一批银行的强劲业绩推动标普500周四创下3月初以来的最大单日百分比涨幅，而劳动力市场和通胀数据缓解了人们对加息前景的担忧。</blockquote></p><p> U.S. retail sales climb 0.7% in September, above forecast.Consumers spent at a much faster pace than expected in September, defying expectation for a pullback, the Census Bureau reported Friday.</p><p><blockquote>美国9月份零售额增长0.7%，高于预期。人口普查局周五报告称，9月份消费者支出速度远快于预期，出乎预期。</blockquote></p><p> Retail sales for the month increased 0.7%, against the Dow Jones estimate for a decline of 0.2%. Excluding auto-related sales, the number rose 0.8%, better than the 0.5% forecast.</p><p><blockquote>本月零售额增长0.7%，而道琼斯预期为下降0.2%。不包括汽车相关销售，该数字增长0.8%，好于0.5%的预期。</blockquote></p><p> <b>Stocks making the biggest moves premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <b>Moderna(MRNA)</b> – Moderna added 3.3% in premarket trading after rising 3.2% yesterday, following an FDA panel recommendation for a booster dose of its Covid-19 vaccine. The panel recommended approval of a booster for people 65 and over as well as those at high risk.</p><p><blockquote><b>现代（MRNA）</b>-Moderna在昨天上涨3.2%后，在FDA小组建议其Covid-19疫苗加强剂量后，在盘前交易中上涨3.3%。该小组建议批准65岁及以上人群以及高危人群使用加强剂。</blockquote></p><p> <b>Virgin Galactic(SPCE)</b> – Virgin Galactic shares tumbled 17.5% in the premarket after it said it would delay the launch of its commercial space service to the fourth quarter of 2022 from the third quarter. The company is taking the extra time to work on improvements to its space vehicles.</p><p><blockquote><b>维珍银河(SPCE)</b>-维珍银河表示将把商业太空服务的推出从第三季度推迟到2022年第四季度，该公司股价盘前暴跌17.5%。该公司正在花额外的时间改进其太空飞行器。</blockquote></p><p> <b>TSMC(TSM)</b>&nbsp;–&nbsp;TSMC stock surged about 2% in premarket trading&nbsp;after&nbsp;Japan&nbsp;planning to subsidize&nbsp;TSMC plant.The world's leading contract chipmaker announced Thursday that it will build its first-ever Japanese plant, responding to years of calls by the Ministry of Economy, Trade and Industry to set up shop.</p><p><blockquote><b>台积电(TSM)</b>-日本计划补贴台积电工厂后，台积电股价在盘前交易中飙升约2%。这家全球领先的合同芯片制造商周四宣布，将在日本建造第一家工厂，以回应经济产业省多年来对开设工厂的评级。</blockquote></p><p> <b>Nio(NIO)</b>&nbsp;–&nbsp;Nio stock rose nearly&nbsp;2% in premarket trading.The&nbsp;chinese electric vehicle maker&nbsp;said it would double the capacity of its Hefei plant to 240,000 vehicles a year, up from 120,000 units.</p><p><blockquote><b>蔚来(蔚来)</b>-蔚来股价在盘前交易中上涨近2%。这家中国电动汽车制造商表示，将把合肥工厂的产能从12万辆提高到24万辆。</blockquote></p><p> <b>fuboTV(FUBO)</b> – fuboTV’s Sportsbook unit struck a deal with Nascar to become the racing circuit’s authorized gaming operator. fuboTV shares added 2.2% in premarket trading.</p><p><blockquote><b>fuboTV（富博）</b>-fuboTV的体育博彩部门与Nascar达成协议，成为赛道的授权游戏运营商。fuboTV股价在盘前交易中上涨2.2%。</blockquote></p><p> <b>Alcoa(AA)</b> – Alcoa reported an adjusted quarterly profit of $2.05 per share, beating the consensus estimate of $1.80. The aluminum producer’s revenue topped estimates as well on higher aluminum prices. Alcoa jumped 6.8% in premarket action.</p><p><blockquote><b>美国铝业(AA)</b>-美国铝业公布调整后季度利润为每股2.05美元，超过市场普遍预期的1.80美元。由于铝价上涨，该铝生产商的收入也超出了预期。美国铝业(Alcoa)盘前股价上涨6.8%。</blockquote></p><p> <b>Western Digital(WDC)</b>&nbsp;–&nbsp;Western Digital&nbsp;stock&nbsp;dipped&nbsp;2.1%&nbsp;in premarket trading.Goldman Sachs downgraded the storage hardware maker's stock to \"neutral\" from \"buy\".</p><p><blockquote><b>西部数据(WDC)</b>-西部数据股价在盘前交易中下跌2.1%。高盛将这家存储硬件制造商的股票评级从“买入”下调至“中性”。</blockquote></p><p> <b>Truist Financial(TFC)</b> – The bank beat estimates by 21 cents with adjusted quarterly earnings of $1.42 per share and revenue also above estimates. Truist’s results were helped by stronger fee income as well as loan and deposit growth.</p><p><blockquote><b>Truist Financial(TFC)</b>-该银行超出预期21美分，调整后季度收益为每股1.42美元，收入也高于预期。Truist的业绩得益于更强劲的费用收入以及贷款和存款增长。</blockquote></p><p> <b>PNC Financial(PNC) </b>– PNC reported adjusted quarterly earnings of $3.75 per share, compared with a consensus estimate of $3.20 and revenue also topping Wall Street forecasts. PNC benefited from the recapture of credit loss provisions as well as the integration of BBVA USA, a deal that closed last October. PNC rose 1.3% in premarket trading.</p><p><blockquote><b>PNC金融(PNC)</b>–PNC报告调整后季度收益为每股3.75美元，而市场普遍预期为3.20美元，营收也超出华尔街预期。PNC受益于信贷损失准备金的收回以及BBVA USA的整合，该交易于去年10月完成。PNC在盘前交易中上涨1.3%。</blockquote></p><p> <b>Pearson(PSO)</b> – Pearson tumbled 11.3% in premarket trading after the educational materials company said higher education sales have fallen 7% so far this year, even though the company maintained its full-year guidance. Pearson said enrollments at community colleges in the U.S. appear to have been hit by the delta variant of Covid-19.</p><p><blockquote><b>皮尔逊(PSO)</b>-教育材料公司培生集团表示，尽管该公司维持全年指引，但今年迄今为止高等教育销售额已下降7%，该公司在盘前交易中下跌11.3%。Pearson表示，美国社区大学的入学人数似乎受到了Covid-19德尔塔变异毒株的打击。</blockquote></p><p> <b>Corsair Gaming(CRSR)</b> – Corsair shares slid 5.5% in the premarket after the maker of video game-related peripheral products said supply chain issues were hurting sales. Corsair said 2021 will still be a “strong growth year.”</p><p><blockquote><b>海盗船游戏(CRSR)</b>-视频游戏相关周边产品制造商Corsair表示供应链问题正在损害销售，该公司股价在盘前下跌5.5%。Corsair表示，2021年仍将是“强劲增长的一年”。</blockquote></p><p> <b>23andMe(ME)</b> – The consumer genetics company’s stock surged 9% in premarket trading, following a positive mention by EMJ Capital founder and portfolio manager Eric Jackson on CNBC’s “Closing Bell” Thursday. Jackson said 23andMe should be more properly thought of as a therapeutics company in addition to being a subscription service, which he thinks bodes well for future growth.</p><p><blockquote><b>23andMe（我）</b>–在EMJ Capital创始人兼投资组合经理Eric Jackson周四在CNBC的“收盘钟声”中积极提及后，这家消费者遗传学公司的股价在盘前交易中飙升9%。杰克逊表示，除了订阅服务之外，23andMe还应该被更恰当地视为一家治疗公司，他认为这对未来的增长来说是个好兆头。</blockquote></p><p></p><p> <b>Del Taco(TACO)</b> – The restaurant chain reported adjusted quarterly earnings of 11 cents per share, a penny above estimates, with revenue essentially in line with Wall Street forecasts. However, comparable sales rose 1.8%, short of the 2.1% estimate from analysts surveyed by FactSet. Shares slid 3.6% in the premarket.</p><p><blockquote><b>玉米饼（玉米饼）</b>-该连锁餐厅报告调整后季度收益为每股11美分，比预期高出1美分，收入基本符合华尔街的预测。然而，可比销售额增长1.8%，低于FactSet调查分析师预期的2.1%。盘前股价下跌3.6%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines Before US Market Open on Friday<blockquote>周五美国市场开盘前的营收</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines Before US Market Open on Friday<blockquote>周五美国市场开盘前的营收</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-15 20:37</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S. stock futures edged higher on Friday and pointed to weekly gains for major indexes, after results from Goldman Sachs&nbsp;and&nbsp;retail sales data.</p><p><blockquote>在高盛公布业绩和零售销售数据后，美国股指期货周五小幅走高，主要股指每周上涨。</blockquote></p><p> At 08:35 a.m. ET, Dow e-minis were up 188 points, or 0.54%, S&amp;P 500 e-minis were up 19.25 points, or 0.43%, and Nasdaq 100 e-minis were up 52.5 points, or 0.35%.</p><p><blockquote>截至美国东部时间上午08:35，道指e-minis上涨188点，涨幅0.54%，标普500 e-minis上涨19.25点，涨幅0.43%，纳斯达克100 e-minis上涨52.5点，涨幅0.35%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8eb8e4448c14bc75ba9cf20cd469b47d\" tg-width=\"404\" tg-height=\"184\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Goldman Sachs crushed analysts’ estimates on strong investment banking and trading results.The&nbsp;shares rose more&nbsp;than 2%&nbsp;in premarket trading.</p><p><blockquote>高盛打破了分析师对强劲投资银行和交易业绩的预期。该股在盘前交易中上涨超过2%。</blockquote></p><p> Strong results from a clutch of banks, including Citigroup&nbsp;and Morgan Stanley, propelled the S&amp;P 500&nbsp;to its biggest daily percentage gain since early March on Thursday, while data on the labor market and inflation eased fears over the outlook for higher rates.</p><p><blockquote>包括花旗集团和摩根士丹利在内的一批银行的强劲业绩推动标普500周四创下3月初以来的最大单日百分比涨幅，而劳动力市场和通胀数据缓解了人们对加息前景的担忧。</blockquote></p><p> U.S. retail sales climb 0.7% in September, above forecast.Consumers spent at a much faster pace than expected in September, defying expectation for a pullback, the Census Bureau reported Friday.</p><p><blockquote>美国9月份零售额增长0.7%，高于预期。人口普查局周五报告称，9月份消费者支出速度远快于预期，出乎预期。</blockquote></p><p> Retail sales for the month increased 0.7%, against the Dow Jones estimate for a decline of 0.2%. Excluding auto-related sales, the number rose 0.8%, better than the 0.5% forecast.</p><p><blockquote>本月零售额增长0.7%，而道琼斯预期为下降0.2%。不包括汽车相关销售，该数字增长0.8%，好于0.5%的预期。</blockquote></p><p> <b>Stocks making the biggest moves premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <b>Moderna(MRNA)</b> – Moderna added 3.3% in premarket trading after rising 3.2% yesterday, following an FDA panel recommendation for a booster dose of its Covid-19 vaccine. The panel recommended approval of a booster for people 65 and over as well as those at high risk.</p><p><blockquote><b>现代（MRNA）</b>-Moderna在昨天上涨3.2%后，在FDA小组建议其Covid-19疫苗加强剂量后，在盘前交易中上涨3.3%。该小组建议批准65岁及以上人群以及高危人群使用加强剂。</blockquote></p><p> <b>Virgin Galactic(SPCE)</b> – Virgin Galactic shares tumbled 17.5% in the premarket after it said it would delay the launch of its commercial space service to the fourth quarter of 2022 from the third quarter. The company is taking the extra time to work on improvements to its space vehicles.</p><p><blockquote><b>维珍银河(SPCE)</b>-维珍银河表示将把商业太空服务的推出从第三季度推迟到2022年第四季度，该公司股价盘前暴跌17.5%。该公司正在花额外的时间改进其太空飞行器。</blockquote></p><p> <b>TSMC(TSM)</b>&nbsp;–&nbsp;TSMC stock surged about 2% in premarket trading&nbsp;after&nbsp;Japan&nbsp;planning to subsidize&nbsp;TSMC plant.The world's leading contract chipmaker announced Thursday that it will build its first-ever Japanese plant, responding to years of calls by the Ministry of Economy, Trade and Industry to set up shop.</p><p><blockquote><b>台积电(TSM)</b>-日本计划补贴台积电工厂后，台积电股价在盘前交易中飙升约2%。这家全球领先的合同芯片制造商周四宣布，将在日本建造第一家工厂，以回应经济产业省多年来对开设工厂的评级。</blockquote></p><p> <b>Nio(NIO)</b>&nbsp;–&nbsp;Nio stock rose nearly&nbsp;2% in premarket trading.The&nbsp;chinese electric vehicle maker&nbsp;said it would double the capacity of its Hefei plant to 240,000 vehicles a year, up from 120,000 units.</p><p><blockquote><b>蔚来(蔚来)</b>-蔚来股价在盘前交易中上涨近2%。这家中国电动汽车制造商表示，将把合肥工厂的产能从12万辆提高到24万辆。</blockquote></p><p> <b>fuboTV(FUBO)</b> – fuboTV’s Sportsbook unit struck a deal with Nascar to become the racing circuit’s authorized gaming operator. fuboTV shares added 2.2% in premarket trading.</p><p><blockquote><b>fuboTV（富博）</b>-fuboTV的体育博彩部门与Nascar达成协议，成为赛道的授权游戏运营商。fuboTV股价在盘前交易中上涨2.2%。</blockquote></p><p> <b>Alcoa(AA)</b> – Alcoa reported an adjusted quarterly profit of $2.05 per share, beating the consensus estimate of $1.80. The aluminum producer’s revenue topped estimates as well on higher aluminum prices. Alcoa jumped 6.8% in premarket action.</p><p><blockquote><b>美国铝业(AA)</b>-美国铝业公布调整后季度利润为每股2.05美元，超过市场普遍预期的1.80美元。由于铝价上涨，该铝生产商的收入也超出了预期。美国铝业(Alcoa)盘前股价上涨6.8%。</blockquote></p><p> <b>Western Digital(WDC)</b>&nbsp;–&nbsp;Western Digital&nbsp;stock&nbsp;dipped&nbsp;2.1%&nbsp;in premarket trading.Goldman Sachs downgraded the storage hardware maker's stock to \"neutral\" from \"buy\".</p><p><blockquote><b>西部数据(WDC)</b>-西部数据股价在盘前交易中下跌2.1%。高盛将这家存储硬件制造商的股票评级从“买入”下调至“中性”。</blockquote></p><p> <b>Truist Financial(TFC)</b> – The bank beat estimates by 21 cents with adjusted quarterly earnings of $1.42 per share and revenue also above estimates. Truist’s results were helped by stronger fee income as well as loan and deposit growth.</p><p><blockquote><b>Truist Financial(TFC)</b>-该银行超出预期21美分，调整后季度收益为每股1.42美元，收入也高于预期。Truist的业绩得益于更强劲的费用收入以及贷款和存款增长。</blockquote></p><p> <b>PNC Financial(PNC) </b>– PNC reported adjusted quarterly earnings of $3.75 per share, compared with a consensus estimate of $3.20 and revenue also topping Wall Street forecasts. PNC benefited from the recapture of credit loss provisions as well as the integration of BBVA USA, a deal that closed last October. PNC rose 1.3% in premarket trading.</p><p><blockquote><b>PNC金融(PNC)</b>–PNC报告调整后季度收益为每股3.75美元，而市场普遍预期为3.20美元，营收也超出华尔街预期。PNC受益于信贷损失准备金的收回以及BBVA USA的整合，该交易于去年10月完成。PNC在盘前交易中上涨1.3%。</blockquote></p><p> <b>Pearson(PSO)</b> – Pearson tumbled 11.3% in premarket trading after the educational materials company said higher education sales have fallen 7% so far this year, even though the company maintained its full-year guidance. Pearson said enrollments at community colleges in the U.S. appear to have been hit by the delta variant of Covid-19.</p><p><blockquote><b>皮尔逊(PSO)</b>-教育材料公司培生集团表示，尽管该公司维持全年指引，但今年迄今为止高等教育销售额已下降7%，该公司在盘前交易中下跌11.3%。Pearson表示，美国社区大学的入学人数似乎受到了Covid-19德尔塔变异毒株的打击。</blockquote></p><p> <b>Corsair Gaming(CRSR)</b> – Corsair shares slid 5.5% in the premarket after the maker of video game-related peripheral products said supply chain issues were hurting sales. Corsair said 2021 will still be a “strong growth year.”</p><p><blockquote><b>海盗船游戏(CRSR)</b>-视频游戏相关周边产品制造商Corsair表示供应链问题正在损害销售，该公司股价在盘前下跌5.5%。Corsair表示，2021年仍将是“强劲增长的一年”。</blockquote></p><p> <b>23andMe(ME)</b> – The consumer genetics company’s stock surged 9% in premarket trading, following a positive mention by EMJ Capital founder and portfolio manager Eric Jackson on CNBC’s “Closing Bell” Thursday. Jackson said 23andMe should be more properly thought of as a therapeutics company in addition to being a subscription service, which he thinks bodes well for future growth.</p><p><blockquote><b>23andMe（我）</b>–在EMJ Capital创始人兼投资组合经理Eric Jackson周四在CNBC的“收盘钟声”中积极提及后，这家消费者遗传学公司的股价在盘前交易中飙升9%。杰克逊表示，除了订阅服务之外，23andMe还应该被更恰当地视为一家治疗公司，他认为这对未来的增长来说是个好兆头。</blockquote></p><p></p><p> <b>Del Taco(TACO)</b> – The restaurant chain reported adjusted quarterly earnings of 11 cents per share, a penny above estimates, with revenue essentially in line with Wall Street forecasts. However, comparable sales rose 1.8%, short of the 2.1% estimate from analysts surveyed by FactSet. Shares slid 3.6% in the premarket.</p><p><blockquote><b>玉米饼（玉米饼）</b>-该连锁餐厅报告调整后季度收益为每股11美分，比预期高出1美分，收入基本符合华尔街的预测。然而，可比销售额增长1.8%，低于FactSet调查分析师预期的2.1%。盘前股价下跌3.6%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","TFC":"Truist Financial Corp",".DJI":"道琼斯","PSO":"培生","MRNA":"Moderna, Inc.","WDC":"西部数据","AA":"美国铝业","FUBO":"fuboTV Inc.","SPCE":"维珍银河",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","TACO":"BERTO ACQUISITION CORP","NIO":"蔚来","CRSR":"Corsair Gaming, Inc.","PNC":"PNC金融"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122645691","content_text":"U.S. stock futures edged higher on Friday and pointed to weekly gains for major indexes, after results from Goldman Sachs and retail sales data.\nAt 08:35 a.m. ET, Dow e-minis were up 188 points, or 0.54%, S&P 500 e-minis were up 19.25 points, or 0.43%, and Nasdaq 100 e-minis were up 52.5 points, or 0.35%.\n\nGoldman Sachs crushed analysts’ estimates on strong investment banking and trading results.The shares rose more than 2% in premarket trading.\nStrong results from a clutch of banks, including Citigroup and Morgan Stanley, propelled the S&P 500 to its biggest daily percentage gain since early March on Thursday, while data on the labor market and inflation eased fears over the outlook for higher rates.\nU.S. retail sales climb 0.7% in September, above forecast.Consumers spent at a much faster pace than expected in September, defying expectation for a pullback, the Census Bureau reported Friday.\nRetail sales for the month increased 0.7%, against the Dow Jones estimate for a decline of 0.2%. Excluding auto-related sales, the number rose 0.8%, better than the 0.5% forecast.\nStocks making the biggest moves premarket:\nModerna(MRNA) – Moderna added 3.3% in premarket trading after rising 3.2% yesterday, following an FDA panel recommendation for a booster dose of its Covid-19 vaccine. The panel recommended approval of a booster for people 65 and over as well as those at high risk.\nVirgin Galactic(SPCE) – Virgin Galactic shares tumbled 17.5% in the premarket after it said it would delay the launch of its commercial space service to the fourth quarter of 2022 from the third quarter. The company is taking the extra time to work on improvements to its space vehicles.\nTSMC(TSM) – TSMC stock surged about 2% in premarket trading after Japan planning to subsidize TSMC plant.The world's leading contract chipmaker announced Thursday that it will build its first-ever Japanese plant, responding to years of calls by the Ministry of Economy, Trade and Industry to set up shop.\nNio(NIO) – Nio stock rose nearly 2% in premarket trading.The chinese electric vehicle maker said it would double the capacity of its Hefei plant to 240,000 vehicles a year, up from 120,000 units.\nfuboTV(FUBO) – fuboTV’s Sportsbook unit struck a deal with Nascar to become the racing circuit’s authorized gaming operator. fuboTV shares added 2.2% in premarket trading.\nAlcoa(AA) – Alcoa reported an adjusted quarterly profit of $2.05 per share, beating the consensus estimate of $1.80. The aluminum producer’s revenue topped estimates as well on higher aluminum prices. Alcoa jumped 6.8% in premarket action.\nWestern Digital(WDC) – Western Digital stock dipped 2.1% in premarket trading.Goldman Sachs downgraded the storage hardware maker's stock to \"neutral\" from \"buy\".\nTruist Financial(TFC) – The bank beat estimates by 21 cents with adjusted quarterly earnings of $1.42 per share and revenue also above estimates. Truist’s results were helped by stronger fee income as well as loan and deposit growth.\nPNC Financial(PNC) – PNC reported adjusted quarterly earnings of $3.75 per share, compared with a consensus estimate of $3.20 and revenue also topping Wall Street forecasts. PNC benefited from the recapture of credit loss provisions as well as the integration of BBVA USA, a deal that closed last October. PNC rose 1.3% in premarket trading.\nPearson(PSO) – Pearson tumbled 11.3% in premarket trading after the educational materials company said higher education sales have fallen 7% so far this year, even though the company maintained its full-year guidance. Pearson said enrollments at community colleges in the U.S. appear to have been hit by the delta variant of Covid-19.\nCorsair Gaming(CRSR) – Corsair shares slid 5.5% in the premarket after the maker of video game-related peripheral products said supply chain issues were hurting sales. Corsair said 2021 will still be a “strong growth year.”\n23andMe(ME) – The consumer genetics company’s stock surged 9% in premarket trading, following a positive mention by EMJ Capital founder and portfolio manager Eric Jackson on CNBC’s “Closing Bell” Thursday. Jackson said 23andMe should be more properly thought of as a therapeutics company in addition to being a subscription service, which he thinks bodes well for future growth.\nDel Taco(TACO) – The restaurant chain reported adjusted quarterly earnings of 11 cents per share, a penny above estimates, with revenue essentially in line with Wall Street forecasts. However, comparable sales rose 1.8%, short of the 2.1% estimate from analysts surveyed by FactSet. Shares slid 3.6% in the premarket.","news_type":1,"symbols_score_info":{"YMmain":0.9,"PSO":0.9,"PNC":0.9,"ME":0.9,"TACO":0.9,"TFC":0.9,"MRNA":0.9,"NIO":0.9,"ESmain":0.9,"FUBO":0.9,"WDC":0.9,"NQmain":0.9,"CRSR":0.9,"SPCE":0.9,".DJI":0.9,"TSM":0.9,".IXIC":0.9,".SPX":0.9,"AA":0.9}},"isVote":1,"tweetType":1,"viewCount":2637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825317601,"gmtCreate":1634200757174,"gmtModify":1634200757284,"author":{"id":"3581634953766636","authorId":"3581634953766636","name":"Waterbottle","avatar":"https://static.tigerbbs.com/c73e99195b539aab75e779f4237969cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581634953766636","idStr":"3581634953766636"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/825317601","repostId":"1102519833","repostType":4,"repost":{"id":"1102519833","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":1634198469,"share":"https://www.laohu8.com/m/news/1102519833?lang=zh_CN&edition=full","pubTime":"2021-10-14 16:01","market":"us","language":"en","title":"TSMC stock surged 2.7% in premarket trading<blockquote>台积电股价在盘前交易中飙升2.7%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1102519833","media":"Tiger Newspress","summary":"TSMC stock surged 2.7% in premarket trading on profit, margins topping analyst expectations.\n\nTaiwan","content":"<p>TSMC stock surged 2.7% in premarket trading&nbsp;on&nbsp;profit, margins topping analyst expectations.</p><p><blockquote>台积电股价在盘前交易中飙升2.7%，利润率超出分析师预期。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/95e584aa7e8079b0a3bde0c51a7aef9b\" tg-width=\"850\" tg-height=\"620\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Taiwan Semiconductor Manufacturing Co.’s quarterly profit beat expectations as demand for the chips stayed robust in the face of worsening snarls in the supply chain.</p><p><blockquote>台积电公司的季度利润超出预期，因为面对供应链日益恶化的混乱，芯片需求依然强劲。</blockquote></p><p> The world’s No. 1 foundry said Thursday net income for the three months ended September rose 14% to NT$156.3 billion ($5.6 billion), compared with the NT$149.6 billion average of analyst estimates. The company posted record revenue of NT$414.7 billion for the quarter, according to previously disclosed figures.</p><p><blockquote>这家全球第一大代工厂周四表示，截至9月份的三个月净利润增长14%，至新台币1,563亿元（合56亿美元），而分析师平均预期为新台币1,496亿元。根据此前披露的数据，该公司本季度营收达到创纪录的新台币4147亿元。</blockquote></p><p> Demand for semiconductors that power everything from cars to the latest smartphones have driven&nbsp;lead times&nbsp;to record highs and helped contract chipmakers like TSMC fill order books. But capacity constraints have limited the Taiwanese company’s ability to fully capitalize on the boom, even as it set aside $100 billion to grow output over three years and evaluated&nbsp;potential new plants&nbsp;in Japan and Europe.</p><p><blockquote>从汽车到最新智能手机，对半导体的需求将交货时间推至历史新高，并帮助台积电等合同芯片制造商填补了订单。但产能限制限制了这家台湾公司充分利用繁荣的能力，尽管该公司拨出1000亿美元在三年内增加产量，并评估了日本和欧洲潜在的新工厂。</blockquote></p><p> Bottlenecks elsewhere in the supply chain, including in packaging and testing, as well as snarls in logistics have weighed on the industry.Apple Inc., which accounts for a quarter of TSMC’s revenue as its biggest customer, is likely to slash its projected iPhone 13 production targets this year by as many as 10 million units, Bloomberg News reported this week.</p><p><blockquote>供应链其他方面的瓶颈，包括封装和测试，以及物流方面的混乱，给该行业带来了压力。苹果公司是台积电最大客户，其收入占台积电收入的四分之一，该公司可能会大幅削减其预计的iPhone据彭博新闻社本周报道，13今年的产量目标多达1000万台。</blockquote></p><p> Gross margin in the September quarter was a better-than-expected 51.3%, following improvements in “backend profitability and a more favorable technology mix,” TSMC said. It’s rebounding from a nearly two-year low reached in the previous three months, in part because of currency fluctuations. TSMC will likely raise prices next year, Taiwanese media&nbsp;reported&nbsp;in August, a move that could help offset concerns over margins.</p><p><blockquote>台积电表示，由于“后端盈利能力和更有利的技术组合”的改善，9月份季度的毛利率为51.3%，好于预期。它正在从前三个月触及的近两年低点反弹，部分原因是货币波动。据台湾媒体8月份报道，台积电明年可能会提高价格，此举可能有助于抵消对利润率的担忧。</blockquote></p><p> “TSMC will be the last foundry to raise pricing during the ongoing semis shortage as some peers have already enacted two to three increases,” Cowen Inc. analysts led by Krish Sankar wrote in a Oct. 11 report. “We expect semis shortages will ease by 2H22 as incremental foundry industry capacity come online.”</p><p><blockquote>以Krish Sankar为首的Cowen Inc.分析师在10月11日的一份报告中写道：“台积电将是在持续的半成品短缺期间最后一家提高价格的代工厂，因为一些同行已经实施了两到三次提价。”“我们预计，随着铸造行业产能的增加，半成品短缺将在2022年下半年得到缓解。”</blockquote></p><p> The most advanced technologies accounted for 52% of TSMC’s revenue during the quarter, with 5 nanometer making up 18% and 7 nanometer 34%. Smartphones continue to be the largest contributor by product type at 44% of total revenue, while automotive customers made up 4% of revenue, in line with the previous quarter. TSMC has said it will increase shipments to the sector, which has been among the most badly affected by supply shortages.</p><p><blockquote>最先进的技术占台积电本季度收入的52%，其中5纳米占18%，7纳米占34%。按产品类型划分，智能手机仍然是最大的贡献者，占总收入的44%，而汽车客户占收入的4%，与上一季度持平。台积电表示，将增加对该行业的出货量，该行业是受供应短缺影响最严重的行业之一。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/500e82504121da2cfc208b654a419d95\" tg-width=\"854\" tg-height=\"484\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSMC stock surged 2.7% in premarket trading<blockquote>台积电股价在盘前交易中飙升2.7%</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\">\nTSMC stock surged 2.7% in premarket trading<blockquote>台积电股价在盘前交易中飙升2.7%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-14 16:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>TSMC stock surged 2.7% in premarket trading&nbsp;on&nbsp;profit, margins topping analyst expectations.</p><p><blockquote>台积电股价在盘前交易中飙升2.7%，利润率超出分析师预期。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/95e584aa7e8079b0a3bde0c51a7aef9b\" tg-width=\"850\" tg-height=\"620\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Taiwan Semiconductor Manufacturing Co.’s quarterly profit beat expectations as demand for the chips stayed robust in the face of worsening snarls in the supply chain.</p><p><blockquote>台积电公司的季度利润超出预期，因为面对供应链日益恶化的混乱，芯片需求依然强劲。</blockquote></p><p> The world’s No. 1 foundry said Thursday net income for the three months ended September rose 14% to NT$156.3 billion ($5.6 billion), compared with the NT$149.6 billion average of analyst estimates. The company posted record revenue of NT$414.7 billion for the quarter, according to previously disclosed figures.</p><p><blockquote>这家全球第一大代工厂周四表示，截至9月份的三个月净利润增长14%，至新台币1,563亿元（合56亿美元），而分析师平均预期为新台币1,496亿元。根据此前披露的数据，该公司本季度营收达到创纪录的新台币4147亿元。</blockquote></p><p> Demand for semiconductors that power everything from cars to the latest smartphones have driven&nbsp;lead times&nbsp;to record highs and helped contract chipmakers like TSMC fill order books. But capacity constraints have limited the Taiwanese company’s ability to fully capitalize on the boom, even as it set aside $100 billion to grow output over three years and evaluated&nbsp;potential new plants&nbsp;in Japan and Europe.</p><p><blockquote>从汽车到最新智能手机，对半导体的需求将交货时间推至历史新高，并帮助台积电等合同芯片制造商填补了订单。但产能限制限制了这家台湾公司充分利用繁荣的能力，尽管该公司拨出1000亿美元在三年内增加产量，并评估了日本和欧洲潜在的新工厂。</blockquote></p><p> Bottlenecks elsewhere in the supply chain, including in packaging and testing, as well as snarls in logistics have weighed on the industry.Apple Inc., which accounts for a quarter of TSMC’s revenue as its biggest customer, is likely to slash its projected iPhone 13 production targets this year by as many as 10 million units, Bloomberg News reported this week.</p><p><blockquote>供应链其他方面的瓶颈，包括封装和测试，以及物流方面的混乱，给该行业带来了压力。苹果公司是台积电最大客户，其收入占台积电收入的四分之一，该公司可能会大幅削减其预计的iPhone据彭博新闻社本周报道，13今年的产量目标多达1000万台。</blockquote></p><p> Gross margin in the September quarter was a better-than-expected 51.3%, following improvements in “backend profitability and a more favorable technology mix,” TSMC said. It’s rebounding from a nearly two-year low reached in the previous three months, in part because of currency fluctuations. TSMC will likely raise prices next year, Taiwanese media&nbsp;reported&nbsp;in August, a move that could help offset concerns over margins.</p><p><blockquote>台积电表示，由于“后端盈利能力和更有利的技术组合”的改善，9月份季度的毛利率为51.3%，好于预期。它正在从前三个月触及的近两年低点反弹，部分原因是货币波动。据台湾媒体8月份报道，台积电明年可能会提高价格，此举可能有助于抵消对利润率的担忧。</blockquote></p><p> “TSMC will be the last foundry to raise pricing during the ongoing semis shortage as some peers have already enacted two to three increases,” Cowen Inc. analysts led by Krish Sankar wrote in a Oct. 11 report. “We expect semis shortages will ease by 2H22 as incremental foundry industry capacity come online.”</p><p><blockquote>以Krish Sankar为首的Cowen Inc.分析师在10月11日的一份报告中写道：“台积电将是在持续的半成品短缺期间最后一家提高价格的代工厂，因为一些同行已经实施了两到三次提价。”“我们预计，随着铸造行业产能的增加，半成品短缺将在2022年下半年得到缓解。”</blockquote></p><p> The most advanced technologies accounted for 52% of TSMC’s revenue during the quarter, with 5 nanometer making up 18% and 7 nanometer 34%. Smartphones continue to be the largest contributor by product type at 44% of total revenue, while automotive customers made up 4% of revenue, in line with the previous quarter. TSMC has said it will increase shipments to the sector, which has been among the most badly affected by supply shortages.</p><p><blockquote>最先进的技术占台积电本季度收入的52%，其中5纳米占18%，7纳米占34%。按产品类型划分，智能手机仍然是最大的贡献者，占总收入的44%，而汽车客户占收入的4%，与上一季度持平。台积电表示，将增加对该行业的出货量，该行业是受供应短缺影响最严重的行业之一。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/500e82504121da2cfc208b654a419d95\" tg-width=\"854\" tg-height=\"484\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102519833","content_text":"TSMC stock surged 2.7% in premarket trading on profit, margins topping analyst expectations.\n\nTaiwan Semiconductor Manufacturing Co.’s quarterly profit beat expectations as demand for the chips stayed robust in the face of worsening snarls in the supply chain.\nThe world’s No. 1 foundry said Thursday net income for the three months ended September rose 14% to NT$156.3 billion ($5.6 billion), compared with the NT$149.6 billion average of analyst estimates. The company posted record revenue of NT$414.7 billion for the quarter, according to previously disclosed figures.\nDemand for semiconductors that power everything from cars to the latest smartphones have driven lead times to record highs and helped contract chipmakers like TSMC fill order books. But capacity constraints have limited the Taiwanese company’s ability to fully capitalize on the boom, even as it set aside $100 billion to grow output over three years and evaluated potential new plants in Japan and Europe.\nBottlenecks elsewhere in the supply chain, including in packaging and testing, as well as snarls in logistics have weighed on the industry.Apple Inc., which accounts for a quarter of TSMC’s revenue as its biggest customer, is likely to slash its projected iPhone 13 production targets this year by as many as 10 million units, Bloomberg News reported this week.\nGross margin in the September quarter was a better-than-expected 51.3%, following improvements in “backend profitability and a more favorable technology mix,” TSMC said. It’s rebounding from a nearly two-year low reached in the previous three months, in part because of currency fluctuations. TSMC will likely raise prices next year, Taiwanese media reported in August, a move that could help offset concerns over margins.\n“TSMC will be the last foundry to raise pricing during the ongoing semis shortage as some peers have already enacted two to three increases,” Cowen Inc. analysts led by Krish Sankar wrote in a Oct. 11 report. “We expect semis shortages will ease by 2H22 as incremental foundry industry capacity come online.”\nThe most advanced technologies accounted for 52% of TSMC’s revenue during the quarter, with 5 nanometer making up 18% and 7 nanometer 34%. Smartphones continue to be the largest contributor by product type at 44% of total revenue, while automotive customers made up 4% of revenue, in line with the previous quarter. TSMC has said it will increase shipments to the sector, which has been among the most badly affected by supply shortages.","news_type":1,"symbols_score_info":{"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":2651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826728299,"gmtCreate":1634057717975,"gmtModify":1634057718148,"author":{"id":"3581634953766636","authorId":"3581634953766636","name":"Waterbottle","avatar":"https://static.tigerbbs.com/c73e99195b539aab75e779f4237969cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581634953766636","idStr":"3581634953766636"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826728299","repostId":"1160581040","repostType":4,"repost":{"id":"1160581040","kind":"news","pubTimestamp":1634042129,"share":"https://www.laohu8.com/m/news/1160581040?lang=zh_CN&edition=full","pubTime":"2021-10-12 20:35","market":"us","language":"en","title":"Another Earnings Season Is Here. What to Expect This Time.<blockquote>又一个财报季到了。这次会发生什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160581040","media":"Barrons","summary":"Earnings season kicks off this week—and it may take some unusually impressive results for stocks to ","content":"<p>Earnings season kicks off this week—and it may take some unusually impressive results for stocks to rise after them.</p><p><blockquote>财报季将于本周拉开帷幕，股市可能需要一些异常令人印象深刻的业绩才能在财报季之后上涨。</blockquote></p><p> Reports from&nbsp;S&amp;P 500&nbsp;companies have been trickling in—only 21 companies in the index had reported through Monday—but this week marks the beginning of what is known as earnings season. Investors will hear from&nbsp;Delta Air Lines&nbsp;(DAL),<a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a>&nbsp;(WBA), and UnitedHealth Group (UNH), plus, banking heavyweights JPMorgan Chase &amp; Co. (JPM), Bank of America(BAC). It will provide a view of how businesses performed during the third quarter of 2021, and offer a glimpse into coming quarters as well.</p><p><blockquote>标准普尔500指数公司的报告源源不断——截至周一，该指数中只有21家公司发布了报告——但本周标志着所谓的财报季的开始。投资者将听取达美航空（DAL）的意见，<a href=\"https://laohu8.com/S/WBA\">沃尔格林靴子联盟</a>(WBA)、联合健康集团(UNH)、银行业巨头摩根大通(JPM)、美国银行(BAC)。它将提供2021年第三季度企业表现的视图，并提供未来几个季度的一瞥。</blockquote></p><p> Analysts are forecasting aggregate earnings per share on the S&amp;P 500 to grow 24.5%, according to S&amp;P Global Market Intelligence. Some of the most economically sensitive sectors are still expecting the largest rebound in EPS, as last year’s third quarter was still ravaged by partial lockdowns. S&amp;P 500 industrial and material companies are expected to see 73% and 90% year-over-year growth, respectively, with energy expected to go from losses to profits. Two of the slowest growing sectors will be the traditionally non-volatile and highly stable consumer staples and utility sectors, expected to see EPS grow 3% and fall 2.9%, respectively.</p><p><blockquote>根据标准普尔全球市场情报，分析师预测标普500的每股收益总额将增长24.5%。由于去年第三季度仍受到部分封锁的破坏，一些对经济最敏感的行业仍预计每股收益将出现最大反弹。标普500工业和材料公司预计将分别同比增长73%和90%，能源公司预计将扭亏为盈。增长最慢的两个行业将是传统上不波动且高度稳定的必需消费品和公用事业行业，预计每股收益将分别增长3%和下降2.9%。</blockquote></p><p> No matter the predicted growth, companies need to post big earnings beats in order for their shares to gain much. The S&amp;P 500 has already risen 17.9% this year, as companies benefited from the unprecedented reopening following Covid-19 shutdowns and trillions of dollars of fiscal stimulus. As a result, valuations already reflect a large earnings stream, with the average S&amp;P 500 stock trading at around 20.5 times 12-month forward earnings estimates, above the long-term average in the mid-teens. For the market to live up to those valuations, the index needs to beat expectations by at least 10% in order to rally into year-end, writes Nicholas Colas, co-founder of DataTrek.</p><p><blockquote>无论预测的增长如何，公司都需要公布大幅超出预期的盈利才能使其股价大幅上涨。标普500今年已经上涨了17.9%，因为企业受益于Covid-19关闭后前所未有的重新开放和数万亿美元的财政刺激。因此，估值已经反映了大量的盈利流，标普500股票的平均交易价格约为12个月预期盈利预期的20.5倍，高于十几岁左右的长期平均水平。DataTrek联合创始人尼古拉斯·科拉斯(Nicholas Colas)写道，为了让市场达到这些估值，该指数需要超出预期至少10%才能在年底前反弹。</blockquote></p><p> That won’t be easy. Nike (NKE) and FedEx (FDX), for example, posted mixed results as supply chain constraints and rising costs ate into sales and profit margins, causing the stocks to fall 6% and 9%, respectively, the trading day after their earnings reports. The size of earnings beats from early reporters has been shrinking as well. So far, early reporters have topped earnings forecasts by just 4%, well below the 23.2% and 15.5% during the second quarter in 2020 and 2021.</p><p><blockquote>那可不容易。例如，耐克(NKE)和联邦快递(FDX)公布的业绩好坏参半，因为供应链限制和成本上升侵蚀了销售额和利润率，导致股价在财报发布后的交易日分别下跌6%和9%。早期记者的盈利超出预期的规模也在缩小。到目前为止，早期记者的盈利预期仅高出4%，远低于2020年和2021年第二季度的23.2%和15.5%。</blockquote></p><p> “We believe that economic headwinds will mitigate the benefits from pricing power and operating leverage, leading to less robust surprises in the third quarter,” writes Jonathan Golub, chief U.S. equity strategist at Credit Suisse.</p><p><blockquote>瑞士信贷首席美国股票策略师乔纳森·戈卢布写道：“我们认为，经济逆风将削弱定价能力和运营杠杆带来的好处，导致第三季度的意外情况不那么强劲。”</blockquote></p><p> Earnings estimates have begun to reflect those headwinds. Third-quarter forecasts have fallen about 0.8% since the beginning of September. That may not seem like much, but if companies say they expect more difficulty accessing supplies and that higher costs are persisting, analysts could revise 2022 estimates lower. “This sets up the first earnings season in the recovery where earnings risk clearly exists,” writes Tavis McCourt, institutional equity strategist at Raymond James.</p><p><blockquote>盈利预测已开始反映这些不利因素。自9月初以来，第三季度预测下降了约0.8%。这可能看起来不多，但如果企业表示他们预计获得供应会更加困难，并且成本持续上升，分析师可能会下调2022年的预期。雷蒙德·詹姆斯(Raymond James)机构股票策略师塔维斯·麦考特(Tavis McCourt)写道：“这标志着复苏中第一个明显存在盈利风险的财报季。”</blockquote></p><p> The good news? The S&amp;P 500 is down 3.8% from its Sept. 2 all-time high, so there’s a chance that some of the earnings risks are already reflected in the market.</p><p><blockquote>好消息是什么？标普500较9月2日的历史高点下跌了3.8%，因此一些盈利风险有可能已经反映在市场上。</blockquote></p><p> The question is whether it’s enough.</p><p><blockquote>问题是这是否足够。</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>Another Earnings Season Is Here. What to Expect This Time.<blockquote>又一个财报季到了。这次会发生什么。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAnother Earnings Season Is Here. What to Expect This Time.<blockquote>又一个财报季到了。这次会发生什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-10-12 20:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Earnings season kicks off this week—and it may take some unusually impressive results for stocks to rise after them.</p><p><blockquote>财报季将于本周拉开帷幕，股市可能需要一些异常令人印象深刻的业绩才能在财报季之后上涨。</blockquote></p><p> Reports from&nbsp;S&amp;P 500&nbsp;companies have been trickling in—only 21 companies in the index had reported through Monday—but this week marks the beginning of what is known as earnings season. Investors will hear from&nbsp;Delta Air Lines&nbsp;(DAL),<a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a>&nbsp;(WBA), and UnitedHealth Group (UNH), plus, banking heavyweights JPMorgan Chase &amp; Co. (JPM), Bank of America(BAC). It will provide a view of how businesses performed during the third quarter of 2021, and offer a glimpse into coming quarters as well.</p><p><blockquote>标准普尔500指数公司的报告源源不断——截至周一，该指数中只有21家公司发布了报告——但本周标志着所谓的财报季的开始。投资者将听取达美航空（DAL）的意见，<a href=\"https://laohu8.com/S/WBA\">沃尔格林靴子联盟</a>(WBA)、联合健康集团(UNH)、银行业巨头摩根大通(JPM)、美国银行(BAC)。它将提供2021年第三季度企业表现的视图，并提供未来几个季度的一瞥。</blockquote></p><p> Analysts are forecasting aggregate earnings per share on the S&amp;P 500 to grow 24.5%, according to S&amp;P Global Market Intelligence. Some of the most economically sensitive sectors are still expecting the largest rebound in EPS, as last year’s third quarter was still ravaged by partial lockdowns. S&amp;P 500 industrial and material companies are expected to see 73% and 90% year-over-year growth, respectively, with energy expected to go from losses to profits. Two of the slowest growing sectors will be the traditionally non-volatile and highly stable consumer staples and utility sectors, expected to see EPS grow 3% and fall 2.9%, respectively.</p><p><blockquote>根据标准普尔全球市场情报，分析师预测标普500的每股收益总额将增长24.5%。由于去年第三季度仍受到部分封锁的破坏，一些对经济最敏感的行业仍预计每股收益将出现最大反弹。标普500工业和材料公司预计将分别同比增长73%和90%，能源公司预计将扭亏为盈。增长最慢的两个行业将是传统上不波动且高度稳定的必需消费品和公用事业行业，预计每股收益将分别增长3%和下降2.9%。</blockquote></p><p> No matter the predicted growth, companies need to post big earnings beats in order for their shares to gain much. The S&amp;P 500 has already risen 17.9% this year, as companies benefited from the unprecedented reopening following Covid-19 shutdowns and trillions of dollars of fiscal stimulus. As a result, valuations already reflect a large earnings stream, with the average S&amp;P 500 stock trading at around 20.5 times 12-month forward earnings estimates, above the long-term average in the mid-teens. For the market to live up to those valuations, the index needs to beat expectations by at least 10% in order to rally into year-end, writes Nicholas Colas, co-founder of DataTrek.</p><p><blockquote>无论预测的增长如何，公司都需要公布大幅超出预期的盈利才能使其股价大幅上涨。标普500今年已经上涨了17.9%，因为企业受益于Covid-19关闭后前所未有的重新开放和数万亿美元的财政刺激。因此，估值已经反映了大量的盈利流，标普500股票的平均交易价格约为12个月预期盈利预期的20.5倍，高于十几岁左右的长期平均水平。DataTrek联合创始人尼古拉斯·科拉斯(Nicholas Colas)写道，为了让市场达到这些估值，该指数需要超出预期至少10%才能在年底前反弹。</blockquote></p><p> That won’t be easy. Nike (NKE) and FedEx (FDX), for example, posted mixed results as supply chain constraints and rising costs ate into sales and profit margins, causing the stocks to fall 6% and 9%, respectively, the trading day after their earnings reports. The size of earnings beats from early reporters has been shrinking as well. So far, early reporters have topped earnings forecasts by just 4%, well below the 23.2% and 15.5% during the second quarter in 2020 and 2021.</p><p><blockquote>那可不容易。例如，耐克(NKE)和联邦快递(FDX)公布的业绩好坏参半，因为供应链限制和成本上升侵蚀了销售额和利润率，导致股价在财报发布后的交易日分别下跌6%和9%。早期记者的盈利超出预期的规模也在缩小。到目前为止，早期记者的盈利预期仅高出4%，远低于2020年和2021年第二季度的23.2%和15.5%。</blockquote></p><p> “We believe that economic headwinds will mitigate the benefits from pricing power and operating leverage, leading to less robust surprises in the third quarter,” writes Jonathan Golub, chief U.S. equity strategist at Credit Suisse.</p><p><blockquote>瑞士信贷首席美国股票策略师乔纳森·戈卢布写道：“我们认为，经济逆风将削弱定价能力和运营杠杆带来的好处，导致第三季度的意外情况不那么强劲。”</blockquote></p><p> Earnings estimates have begun to reflect those headwinds. Third-quarter forecasts have fallen about 0.8% since the beginning of September. That may not seem like much, but if companies say they expect more difficulty accessing supplies and that higher costs are persisting, analysts could revise 2022 estimates lower. “This sets up the first earnings season in the recovery where earnings risk clearly exists,” writes Tavis McCourt, institutional equity strategist at Raymond James.</p><p><blockquote>盈利预测已开始反映这些不利因素。自9月初以来，第三季度预测下降了约0.8%。这可能看起来不多，但如果企业表示他们预计获得供应会更加困难，并且成本持续上升，分析师可能会下调2022年的预期。雷蒙德·詹姆斯(Raymond James)机构股票策略师塔维斯·麦考特(Tavis McCourt)写道：“这标志着复苏中第一个明显存在盈利风险的财报季。”</blockquote></p><p> The good news? The S&amp;P 500 is down 3.8% from its Sept. 2 all-time high, so there’s a chance that some of the earnings risks are already reflected in the market.</p><p><blockquote>好消息是什么？标普500较9月2日的历史高点下跌了3.8%，因此一些盈利风险有可能已经反映在市场上。</blockquote></p><p> The question is whether it’s enough.</p><p><blockquote>问题是这是否足够。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stock-market-earnings-season-preview-51633995452?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":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/stock-market-earnings-season-preview-51633995452?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160581040","content_text":"Earnings season kicks off this week—and it may take some unusually impressive results for stocks to rise after them.\nReports from S&P 500 companies have been trickling in—only 21 companies in the index had reported through Monday—but this week marks the beginning of what is known as earnings season. Investors will hear from Delta Air Lines (DAL),Walgreens Boots Alliance (WBA), and UnitedHealth Group (UNH), plus, banking heavyweights JPMorgan Chase & Co. (JPM), Bank of America(BAC). It will provide a view of how businesses performed during the third quarter of 2021, and offer a glimpse into coming quarters as well.\nAnalysts are forecasting aggregate earnings per share on the S&P 500 to grow 24.5%, according to S&P Global Market Intelligence. Some of the most economically sensitive sectors are still expecting the largest rebound in EPS, as last year’s third quarter was still ravaged by partial lockdowns. S&P 500 industrial and material companies are expected to see 73% and 90% year-over-year growth, respectively, with energy expected to go from losses to profits. Two of the slowest growing sectors will be the traditionally non-volatile and highly stable consumer staples and utility sectors, expected to see EPS grow 3% and fall 2.9%, respectively.\nNo matter the predicted growth, companies need to post big earnings beats in order for their shares to gain much. The S&P 500 has already risen 17.9% this year, as companies benefited from the unprecedented reopening following Covid-19 shutdowns and trillions of dollars of fiscal stimulus. As a result, valuations already reflect a large earnings stream, with the average S&P 500 stock trading at around 20.5 times 12-month forward earnings estimates, above the long-term average in the mid-teens. For the market to live up to those valuations, the index needs to beat expectations by at least 10% in order to rally into year-end, writes Nicholas Colas, co-founder of DataTrek.\nThat won’t be easy. Nike (NKE) and FedEx (FDX), for example, posted mixed results as supply chain constraints and rising costs ate into sales and profit margins, causing the stocks to fall 6% and 9%, respectively, the trading day after their earnings reports. The size of earnings beats from early reporters has been shrinking as well. So far, early reporters have topped earnings forecasts by just 4%, well below the 23.2% and 15.5% during the second quarter in 2020 and 2021.\n“We believe that economic headwinds will mitigate the benefits from pricing power and operating leverage, leading to less robust surprises in the third quarter,” writes Jonathan Golub, chief U.S. equity strategist at Credit Suisse.\nEarnings estimates have begun to reflect those headwinds. Third-quarter forecasts have fallen about 0.8% since the beginning of September. That may not seem like much, but if companies say they expect more difficulty accessing supplies and that higher costs are persisting, analysts could revise 2022 estimates lower. “This sets up the first earnings season in the recovery where earnings risk clearly exists,” writes Tavis McCourt, institutional equity strategist at Raymond James.\nThe good news? The S&P 500 is down 3.8% from its Sept. 2 all-time high, so there’s a chance that some of the earnings risks are already reflected in the market.\nThe question is whether it’s enough.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826939863,"gmtCreate":1633963124200,"gmtModify":1633963124263,"author":{"id":"3581634953766636","authorId":"3581634953766636","name":"Waterbottle","avatar":"https://static.tigerbbs.com/c73e99195b539aab75e779f4237969cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581634953766636","idStr":"3581634953766636"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826939863","repostId":"1167615278","repostType":4,"repost":{"id":"1167615278","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1633962807,"share":"https://www.laohu8.com/m/news/1167615278?lang=zh_CN&edition=full","pubTime":"2021-10-11 22:33","market":"us","language":"en","title":"Why SoFi Shares Are Trading Higher Today<blockquote>为什么SoFi股价今天走高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1167615278","media":"Benzinga","summary":"SoFi Technologies Inc shares are trading higher after Morgan Stanley initiated coverage on the stock","content":"<p><b>SoFi Technologies Inc</b>&nbsp;shares are trading higher after Morgan Stanley initiated coverage on the stock with an Overweight rating, stating that two catalysts could help move the stock higher.</p><p><blockquote><b>SoFi技术公司</b>摩根士丹利首次对该股给予跑赢大盘评级，并表示两个催化剂可能有助于推高该股后，该股股价走高。</blockquote></p><p> Morgan Stanley analyst Betsy Graseck gave SoFi's stock a price target of $25.00, which&nbsp;is higher than the average Wall Street price target of $23.83.</p><p><blockquote>摩根士丹利分析师Betsy Graseck给予SoFi股票25.00美元的目标价，高于华尔街23.83美元的平均目标价。</blockquote></p><p> Graseck noted&nbsp;\"Initiating on SoFi, a powerful revenue growth story as it ramps share of the consumer financial services wallet.\"</p><p><blockquote>Graseck指出，“SoFi的启动是一个强大的收入增长故事，因为它增加了消费者金融服务钱包的份额。”</blockquote></p><p> \"Competition is rising among challenger FinTechs for Gen Y &amp; Z, but SOFI has a leg up given its roots in the hardest part of consumer finance, lending, along with a robust digital offering,\" she added.</p><p><blockquote>她补充道：“Y世代和Z世代的挑战者金融科技公司之间的竞争正在加剧，但鉴于SOFI植根于消费金融、贷款领域最困难的领域，以及强大的数字产品，SOFI具有优势。”</blockquote></p><p> SoFi's technology platform allows customers to have an all-in-one app and website to trade, invest, apply for loans and more.</p><p><blockquote>SoFi的技术平台允许客户拥有一个一体化的应用程序和网站来进行交易、投资、申请贷款等。</blockquote></p><p> The stock traded up more&nbsp;than 8% Monday morning, around $17.6 a share.</p><p><blockquote>该股周一上午上涨超过8%，约为每股17.6美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why SoFi Shares Are Trading Higher Today<blockquote>为什么SoFi股价今天走高</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy SoFi Shares Are Trading Higher Today<blockquote>为什么SoFi股价今天走高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-10-11 22:33</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>SoFi Technologies Inc</b>&nbsp;shares are trading higher after Morgan Stanley initiated coverage on the stock with an Overweight rating, stating that two catalysts could help move the stock higher.</p><p><blockquote><b>SoFi技术公司</b>摩根士丹利首次对该股给予跑赢大盘评级，并表示两个催化剂可能有助于推高该股后，该股股价走高。</blockquote></p><p> Morgan Stanley analyst Betsy Graseck gave SoFi's stock a price target of $25.00, which&nbsp;is higher than the average Wall Street price target of $23.83.</p><p><blockquote>摩根士丹利分析师Betsy Graseck给予SoFi股票25.00美元的目标价，高于华尔街23.83美元的平均目标价。</blockquote></p><p> Graseck noted&nbsp;\"Initiating on SoFi, a powerful revenue growth story as it ramps share of the consumer financial services wallet.\"</p><p><blockquote>Graseck指出，“SoFi的启动是一个强大的收入增长故事，因为它增加了消费者金融服务钱包的份额。”</blockquote></p><p> \"Competition is rising among challenger FinTechs for Gen Y &amp; Z, but SOFI has a leg up given its roots in the hardest part of consumer finance, lending, along with a robust digital offering,\" she added.</p><p><blockquote>她补充道：“Y世代和Z世代的挑战者金融科技公司之间的竞争正在加剧，但鉴于SOFI植根于消费金融、贷款领域最困难的领域，以及强大的数字产品，SOFI具有优势。”</blockquote></p><p> SoFi's technology platform allows customers to have an all-in-one app and website to trade, invest, apply for loans and more.</p><p><blockquote>SoFi的技术平台允许客户拥有一个一体化的应用程序和网站来进行交易、投资、申请贷款等。</blockquote></p><p> The stock traded up more&nbsp;than 8% Monday morning, around $17.6 a share.</p><p><blockquote>该股周一上午上涨超过8%，约为每股17.6美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167615278","content_text":"SoFi Technologies Inc shares are trading higher after Morgan Stanley initiated coverage on the stock with an Overweight rating, stating that two catalysts could help move the stock higher.\nMorgan Stanley analyst Betsy Graseck gave SoFi's stock a price target of $25.00, which is higher than the average Wall Street price target of $23.83.\nGraseck noted \"Initiating on SoFi, a powerful revenue growth story as it ramps share of the consumer financial services wallet.\"\n\"Competition is rising among challenger FinTechs for Gen Y & Z, but SOFI has a leg up given its roots in the hardest part of consumer finance, lending, along with a robust digital offering,\" she added.\nSoFi's technology platform allows customers to have an all-in-one app and website to trade, invest, apply for loans and more.\nThe stock traded up more than 8% Monday morning, around $17.6 a share.","news_type":1,"symbols_score_info":{"SOFI":0.9}},"isVote":1,"tweetType":1,"viewCount":1974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821167993,"gmtCreate":1633706683402,"gmtModify":1633706683631,"author":{"id":"3581634953766636","authorId":"3581634953766636","name":"Waterbottle","avatar":"https://static.tigerbbs.com/c73e99195b539aab75e779f4237969cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581634953766636","idStr":"3581634953766636"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/821167993","repostId":"1133780035","repostType":4,"repost":{"id":"1133780035","kind":"news","pubTimestamp":1633704297,"share":"https://www.laohu8.com/m/news/1133780035?lang=zh_CN&edition=full","pubTime":"2021-10-08 22:44","market":"us","language":"en","title":"6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor<blockquote>这是一个新的多年牛市的6个原因以及您应该青睐的令人惊讶的行业中的6只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133780035","media":"MarketWatch","summary":"Stock-market pessimism and excess consumer buying power point to retail stocks.\n\nNothing like a litt","content":"<p>  <b>Stock-market pessimism and excess consumer buying power point to retail stocks.</b>  Nothing like a little October turbulence to help the market’s weak hands get in touch with their inner bears.</p><p><blockquote><b>股市悲观情绪和消费者过度购买给零售股带来了动力。</b>没有什么比十月的一点动荡更能帮助市场的弱者与内心的空头取得联系了。</blockquote></p><p> But don’t let their negativity rub off on you. We’re still near the beginning of what will be a multiyear bull market. Here are six reasons to buy stocks now, and six names to consider in one of the best sectors to own at the moment.</p><p><blockquote>但是不要让他们的消极影响到你。我们仍接近多年牛市的开始。以下是现在购买股票的六个理由，以及目前最值得考虑的行业之一的六个名字。</blockquote></p><p> <b>1. Sentiment has gotten bearish enough</b></p><p><blockquote><b>1.情绪已经变得足够悲观</b></blockquote></p><p> I regularly track investor sentiment in my stock letter (details and link in bio below) to make contrarian “calls” on the market. While most of your money should be in long-term holdings, timing entries when most people are bearish gives you an edge. That is the case now. Sentiment is not extremely negative, but it fell enough this week to trigger a buy signal in my system.</p><p><blockquote>我定期在我的股票信中跟踪投资者情绪（详细信息和链接见下面的简历），以在市场上进行逆向“评级”。虽然你的大部分资金应该长期持有，但在大多数人看跌的时候入场会给你带来优势。现在就是这样。情绪并不是极其负面，但本周下跌足以在我的系统中触发买入信号。</blockquote></p><p> It’s also worth pointing out that major media figures turned pretty negative this week, another good contrarian signal. (I won’t name names.) And the fact that their negativity is a bullish signal in my book doesn’t mean I think they are dense. It’s just that high-profile media commentators are consensus sponges. It’s an occupational hazard – which we can use to our advantage as investors.</p><p><blockquote>还值得指出的是，主要媒体数据本周变得相当负面，这是另一个良好的逆向信号。（我就不指名道姓了。）而他们的消极在我的书里是看涨信号的事实，并不意味着我认为他们是密集的。只是高调的媒体评论员是共识海绵。这是一种职业危害——作为投资者，我们可以利用这一点。</blockquote></p><p> Pick your favorite popular financial media talking heads, then do the opposite whenever they turn consistently negative — or positive.</p><p><blockquote>挑选你最喜欢的流行财经媒体发言人，然后在他们持续消极或积极时反其道而行之。</blockquote></p><p> <b>2. Seasonality is in our favor</b></p><p><blockquote><b>2.季节性对我们有利</b></blockquote></p><p> The worst month for stocks is October, and the weakest days are Oct. 10 and Oct. 11. Then this bleak month is followed by the seasonally strong January-May phase when the market is bolstered by new money coming in. In between, November and December can be strong as stocks rebound from October weakness and the end of the mutual-fund tax-loss selling season. That’s finished at the end of October.</p><p><blockquote>股市最糟糕的月份是10月，最疲软的日子是10月10日和10月11日。然后，这个惨淡的月份之后是季节性强劲的1月至5月阶段，此时市场受到新资金流入的支撑。在此期间，随着股市从10月份的疲软中反弹以及共同基金税收损失销售季节的结束，11月和12月可能会表现强劲。那是十月底完成的。</blockquote></p><p> <b>3. COVID is rolling over</b></p><p><blockquote><b>3.新冠疫情正在蔓延</b></blockquote></p><p> It’s no secret that case counts and hospitalizations are down sharply. Last year, the cold weather did not usher in a winter COVID flu season. So, it’s not too crazy to expect the same thing this year, especially given all the people who have been vaccinated or infected. Reopening will help boost the economy.</p><p><blockquote>众所周知，病例数和住院人数急剧下降。去年，寒冷的天气并没有迎来冬季COVID流感季节。所以，今年期待同样的事情并不太疯狂，尤其是考虑到所有已经接种疫苗或被感染的人。重新开放将有助于提振经济。</blockquote></p><p> <b>4. A correction may have already happened</b></p><p><blockquote><b>4.修正可能已经发生</b></blockquote></p><p> Since the summer, the market has experienced rolling corrections in various sectors. The Russell 2000RUT,+0.14%was down over 10% in August, the definition of a correction. Cyclicals, retail, tech and so forth have all been hit. As of early October, 90% or more of S&amp;P 500SPX,-0.05%and NasdaqCOMP,-0.28%stocks had fallen at least 10% from 2021 highs, notes Liz Ann Sonders, chief investment strategist at Charles SchwabSCHW,+1.47%.</p><p><blockquote>入夏以来，市场经历了各板块的滚动回调。罗素2000RUT,+0.14%8月份下跌超过10%，这是回调的定义。周期性、零售、科技等都受到了打击。嘉信理财首席投资策略师Liz Ann Sonders指出，截至10月初，90%或更多的标准普尔500SPX(-0.05%)和纳斯达克综合指数(-0.28%)股票已较2021年高点下跌至少10%，+1.47%。</blockquote></p><p> In other words, while everyone was looking for a correction, it may have already happened. The market has a funny way of tricking most people most of the time, this way.</p><p><blockquote>换句话说，当所有人都在寻找修正时，它可能已经发生了。大多数时候，市场有一种有趣的方式来欺骗大多数人，就是这种方式。</blockquote></p><p> <b>5. There’s been strong household formation</b></p><p><blockquote><b>5.家庭结构强劲</b></blockquote></p><p> Millennials are finally giving up on the parents’ basement – if there was ever any truth to that cliché.</p><p><blockquote>千禧一代终于放弃了父母的地下室——如果这种陈词滥调有任何真实性的话。</blockquote></p><p> What is true: They’re entering the prime age for marriage and family. Plus, the economy is booming so they feel confident enough to make the plunge into homeownership.</p><p><blockquote>事实是：他们正在进入婚姻和家庭的黄金年龄。此外，经济正在蓬勃发展，所以他们有足够的信心投入到住房所有权。</blockquote></p><p> The upshot: Household formation is now at about two million per year, more than double the rate for the past five years. Home buyers have to purchase a lot of stuff to fill up those new houses. That’s a built-in economy booster.</p><p><blockquote>结果是：现在每年大约有200万个家庭组成，是过去五年的两倍多。购房者不得不购买很多东西来填满这些新房子。这是一个内置的经济助推器。</blockquote></p><p> <b>6. The consumer is scared, locked and loaded</b></p><p><blockquote><b>6.消费者害怕，锁定和装载</b></blockquote></p><p> There are at least a half-dozen natural sources of stimulus in the economy ready to drive growth whether the Fed tapers or not, points out Jim Paulsen, an economist and strategist at Leuthold Group. One is that household formation, mentioned above. Another is the low level of inventories at companies – which have to restock big time. But to me, the big one is the consumer, simply because consumer spending is the big driver of our economy.</p><p><blockquote>Leuthold Group经济学家兼策略师吉姆·保尔森(Jim Paulsen)指出，无论美联储是否缩减规模，经济中至少有六种自然刺激来源可以推动经济增长。一个是上面提到的家庭结构。另一个原因是公司库存水平较低——它们必须大量补货。但对我来说，最大的因素是消费者，因为消费者支出是我们经济的主要驱动力。</blockquote></p><p> The bottom line: Consumer are scared. But they have a ton of buying power to tap when their anxieties ease — perhaps as COVID continues to roll over.</p><p><blockquote>底线是：消费者感到害怕。但当他们的焦虑缓解时，他们有大量的购买力可以利用——也许是随着新冠疫情的继续蔓延。</blockquote></p><p> Now a little more detail.August consumer sentimentwas at the lowest level since the pandemic began, as measured by the University of Michigan index of consumer sentiment. Itnudged up in September, but it is still low.</p><p><blockquote>现在更多细节。根据密歇根大学消费者信心指数衡量，8月份消费者信心处于大流行开始以来的最低水平。9月份有所上升，但仍处于低位。</blockquote></p><p> At the same time, consumers have a tremendous amount of buying power. Personal savings are at about 12% of GDP. That’s twice the longer-term average of around 6%-7%, notes Paulsen. Net worth compared to income is at record highs.</p><p><blockquote>与此同时，消费者拥有巨大的购买力。个人储蓄约占GDP的12%。保尔森指出，这是6%-7%左右的长期平均水平的两倍。净资产与收入相比创历史新高。</blockquote></p><p> Don’t make the mistake of thinking that’s just the rich getting richer because of the stock market. Homes are up a lot too, and most people own homes. The ratio of household debt to personal income is the lowest since 1985.</p><p><blockquote>不要错误地认为这只是富人因为股市而变得更富。房价也涨了很多，大多数人都有自己的房子。家庭债务与个人收入之比为1985年以来最低。</blockquote></p><p></p><p> “Consumers are scared and loaded with untapped buying power,” says Paulsen. “This pessimistic mindset combined with the excess buying power has historically produced solid market gains with infrequent declines,” he says. “This ratio portrays a bull market that is still in its infancy.”</p><p><blockquote>“消费者感到害怕，并且充满了未开发的购买力，”保尔森说。他表示：“这种悲观心态加上购买力过剩，从历史上看，市场出现了稳健的上涨，但很少出现下跌。”“这个比率描绘了一个仍处于起步阶段的牛市。”</blockquote></p><p> <b>S</b><b><b>tocks</b></b><b>&nbsp;to buy</b></p><p><blockquote><b>S</b><b><b>托克斯</b></b><b>购买</b></blockquote></p><p> Since the consumer is such a big part of this dynamic, I say go with retail stocks. They’ve been underperforming, which also makes them look attractive.</p><p><blockquote>由于消费者是这种动态的重要组成部分，我建议选择零售股。他们表现不佳，这也让他们看起来很有吸引力。</blockquote></p><p> Morningstar cites Bath &amp; Body WorksBBWI,-0.74%as a retailer with a moat and trading at a discount. The body care and home fragrance retailer has a four-star rating because its stock is trading so far below Morningstar’s “fair value” estimate of $79 for the name.</p><p><blockquote>晨星公司将Bath&amp;Body WorksBBWI,-0.74%视为一家拥有护城河且交易折扣的零售商。这家身体护理和家用香水零售商获得四星级评级，因为其股票交易价格远低于晨星公司对该名称79美元的“公允价值”估计。</blockquote></p><p> As for the moat, analyst Jaime Katz cites the company’s strong brand, its leadership position in its space, and the 30% average return on invested capital, well above its 8% weighted average cost of capital.</p><p><blockquote>至于护城河，分析师Jaime Katz列举了该公司强大的品牌、在该领域的领导地位以及30%的平均投资资本回报率，远高于其8%的加权平均资本成本。</blockquote></p><p> Eric Marshall, a portfolio manager at the Hodges Small Cap fundHDPSX,+1.83%,likes the apparel retailer American Eagle OutfittersAEO,0.36%,which is down over 35% from highs this year. The company posted record revenue of $1.19 billion in the second quarter, up 35% year over year.</p><p><blockquote>Hodges Small Cap fundHDPSX(+1.83%)的投资组合经理埃里克·马歇尔(Eric Marshall)看好服装零售商American Eagle OutfittersAEO(0.36%)，该股较今年高点下跌了35%以上。该公司第二季度营收达到创纪录的11.9亿美元，同比增长35%。</blockquote></p><p> The core growth driver is its popular Aerie brand. Marshall thinks the company will earn over $2 a share this year, which makes American Eagle stock a bargain at around 13 times forward earnings.</p><p><blockquote>核心增长动力是其广受欢迎的Aerie品牌。马歇尔认为该公司今年每股收益将超过2美元，这使得American Eagle股票的预期市盈率约为13倍，非常便宜。</blockquote></p><p> Marshall is worth listening to because he has a hot hand. His Hodges small-cap fund is up 31% this year, beating its small blend category and Russell 2000 index benchmark by 12 to 18 percentage points, according to Morningstar.</p><p><blockquote>马歇尔值得一听，因为他有一双热情的手。据晨星公司称，他的Hodges小型股基金今年上涨了31%，比小型混合基金和罗素2000指数基准高出12至18个百分点。</blockquote></p><p> Marshall also likes Academy Sports and OutdoorsASO,-0.91%,which sells sports and outdoor recreation&nbsp;goods. The pandemic was a windfall for this company because of the popularity of outdoor activities. Strong pandemic sales helped the company chip away at its high debt levels. Analysts are worried the pandemic-inspired popularity of outdoor activities will wane, but Marshall thinks the outdoor lifestyle will stay in vogue.</p><p><blockquote>马歇尔还喜欢Academy Sports and OutdoorsASO,-0.91%，该公司销售运动和户外休闲用品。由于户外活动的流行，疫情对这家公司来说是一笔意外之财。强劲的大流行销售帮助该公司降低了高债务水平。分析师担心大流行引发的户外活动的受欢迎程度将会减弱，但马歇尔认为户外生活方式将继续流行。</blockquote></p><p> While many retail sector investors are awed by the power of Amazon.comAMZN,0.03%and WalmartWMT,0.03%,Motley Fool retail sector analyst Asit Sharma favors niche chains that have mastered the “direct to consumer” sales model. They offer great stores and solid products, but also the mix of delivery options that shoppers want – including in-store pickup of items bought online.</p><p><blockquote>虽然许多零售行业投资者对亚马逊MAMZN(0.03%)和沃尔玛WMT(0.03%)的力量感到敬畏，但Motley Fool零售行业分析师Asit Sharma更青睐掌握“直接面向消费者”销售模式的利基连锁店。他们提供很棒的商店和可靠的产品，但也提供购物者想要的送货选择组合——包括在店内提货网上购买的商品。</blockquote></p><p> “The retail sector gets a perennial bad rap because everyone is focused on yesterday’s story, that Amazon and Walmart are taking out all physical stores,” says Sharma. But that’s not the case. Many retailers provide a mix of excellent in-store experiences and unique products that the two retail giants can’t really offer.</p><p><blockquote>夏尔马说：“零售业常年受到负面评价，因为每个人都在关注昨天的故事，即亚马逊和沃尔玛正在关闭所有实体店。”但事实并非如此。许多零售商提供出色的店内体验和独特的产品，这是这两家零售巨头无法真正提供的。</blockquote></p><p> Here, Sharma cites Lululemon AthleticaLULU,-0.88%.“We love the fact that the company spends on its own research and development innovation on the fabric side.” Stores give consumers a chance to check out the custom fabrics in person.</p><p><blockquote>在这里，Sharma引用了Lululemon AthleticaLULU，-0.88%。“我们喜欢该公司在面料方面投入自己的研发创新。”商店给消费者一个亲自检查定制面料的机会。</blockquote></p><p> Sharma also favors Yeti HoldingsYETI,-1.92%,which sells coolers, “drinkware” and outdoor equipment. For a larger cap name, consider the popular retail giant TargetTGT,-0.24%for its “everything under one roof” approach to retail.</p><p><blockquote>夏尔马还青睐Yeti HoldingsYETI，-1.92%，该公司销售冷却器、“饮品”和户外设备。对于较大的股票名称，请考虑受欢迎的零售巨头TargetTGT，-0.24%，因其“一切都在一个屋檐下”的零售方式。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor<blockquote>这是一个新的多年牛市的6个原因以及您应该青睐的令人惊讶的行业中的6只股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor<blockquote>这是一个新的多年牛市的6个原因以及您应该青睐的令人惊讶的行业中的6只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-08 22:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>Stock-market pessimism and excess consumer buying power point to retail stocks.</b>  Nothing like a little October turbulence to help the market’s weak hands get in touch with their inner bears.</p><p><blockquote><b>股市悲观情绪和消费者过度购买给零售股带来了动力。</b>没有什么比十月的一点动荡更能帮助市场的弱者与内心的空头取得联系了。</blockquote></p><p> But don’t let their negativity rub off on you. We’re still near the beginning of what will be a multiyear bull market. Here are six reasons to buy stocks now, and six names to consider in one of the best sectors to own at the moment.</p><p><blockquote>但是不要让他们的消极影响到你。我们仍接近多年牛市的开始。以下是现在购买股票的六个理由，以及目前最值得考虑的行业之一的六个名字。</blockquote></p><p> <b>1. Sentiment has gotten bearish enough</b></p><p><blockquote><b>1.情绪已经变得足够悲观</b></blockquote></p><p> I regularly track investor sentiment in my stock letter (details and link in bio below) to make contrarian “calls” on the market. While most of your money should be in long-term holdings, timing entries when most people are bearish gives you an edge. That is the case now. Sentiment is not extremely negative, but it fell enough this week to trigger a buy signal in my system.</p><p><blockquote>我定期在我的股票信中跟踪投资者情绪（详细信息和链接见下面的简历），以在市场上进行逆向“评级”。虽然你的大部分资金应该长期持有，但在大多数人看跌的时候入场会给你带来优势。现在就是这样。情绪并不是极其负面，但本周下跌足以在我的系统中触发买入信号。</blockquote></p><p> It’s also worth pointing out that major media figures turned pretty negative this week, another good contrarian signal. (I won’t name names.) And the fact that their negativity is a bullish signal in my book doesn’t mean I think they are dense. It’s just that high-profile media commentators are consensus sponges. It’s an occupational hazard – which we can use to our advantage as investors.</p><p><blockquote>还值得指出的是，主要媒体数据本周变得相当负面，这是另一个良好的逆向信号。（我就不指名道姓了。）而他们的消极在我的书里是看涨信号的事实，并不意味着我认为他们是密集的。只是高调的媒体评论员是共识海绵。这是一种职业危害——作为投资者，我们可以利用这一点。</blockquote></p><p> Pick your favorite popular financial media talking heads, then do the opposite whenever they turn consistently negative — or positive.</p><p><blockquote>挑选你最喜欢的流行财经媒体发言人，然后在他们持续消极或积极时反其道而行之。</blockquote></p><p> <b>2. Seasonality is in our favor</b></p><p><blockquote><b>2.季节性对我们有利</b></blockquote></p><p> The worst month for stocks is October, and the weakest days are Oct. 10 and Oct. 11. Then this bleak month is followed by the seasonally strong January-May phase when the market is bolstered by new money coming in. In between, November and December can be strong as stocks rebound from October weakness and the end of the mutual-fund tax-loss selling season. That’s finished at the end of October.</p><p><blockquote>股市最糟糕的月份是10月，最疲软的日子是10月10日和10月11日。然后，这个惨淡的月份之后是季节性强劲的1月至5月阶段，此时市场受到新资金流入的支撑。在此期间，随着股市从10月份的疲软中反弹以及共同基金税收损失销售季节的结束，11月和12月可能会表现强劲。那是十月底完成的。</blockquote></p><p> <b>3. COVID is rolling over</b></p><p><blockquote><b>3.新冠疫情正在蔓延</b></blockquote></p><p> It’s no secret that case counts and hospitalizations are down sharply. Last year, the cold weather did not usher in a winter COVID flu season. So, it’s not too crazy to expect the same thing this year, especially given all the people who have been vaccinated or infected. Reopening will help boost the economy.</p><p><blockquote>众所周知，病例数和住院人数急剧下降。去年，寒冷的天气并没有迎来冬季COVID流感季节。所以，今年期待同样的事情并不太疯狂，尤其是考虑到所有已经接种疫苗或被感染的人。重新开放将有助于提振经济。</blockquote></p><p> <b>4. A correction may have already happened</b></p><p><blockquote><b>4.修正可能已经发生</b></blockquote></p><p> Since the summer, the market has experienced rolling corrections in various sectors. The Russell 2000RUT,+0.14%was down over 10% in August, the definition of a correction. Cyclicals, retail, tech and so forth have all been hit. As of early October, 90% or more of S&amp;P 500SPX,-0.05%and NasdaqCOMP,-0.28%stocks had fallen at least 10% from 2021 highs, notes Liz Ann Sonders, chief investment strategist at Charles SchwabSCHW,+1.47%.</p><p><blockquote>入夏以来，市场经历了各板块的滚动回调。罗素2000RUT,+0.14%8月份下跌超过10%，这是回调的定义。周期性、零售、科技等都受到了打击。嘉信理财首席投资策略师Liz Ann Sonders指出，截至10月初，90%或更多的标准普尔500SPX(-0.05%)和纳斯达克综合指数(-0.28%)股票已较2021年高点下跌至少10%，+1.47%。</blockquote></p><p> In other words, while everyone was looking for a correction, it may have already happened. The market has a funny way of tricking most people most of the time, this way.</p><p><blockquote>换句话说，当所有人都在寻找修正时，它可能已经发生了。大多数时候，市场有一种有趣的方式来欺骗大多数人，就是这种方式。</blockquote></p><p> <b>5. There’s been strong household formation</b></p><p><blockquote><b>5.家庭结构强劲</b></blockquote></p><p> Millennials are finally giving up on the parents’ basement – if there was ever any truth to that cliché.</p><p><blockquote>千禧一代终于放弃了父母的地下室——如果这种陈词滥调有任何真实性的话。</blockquote></p><p> What is true: They’re entering the prime age for marriage and family. Plus, the economy is booming so they feel confident enough to make the plunge into homeownership.</p><p><blockquote>事实是：他们正在进入婚姻和家庭的黄金年龄。此外，经济正在蓬勃发展，所以他们有足够的信心投入到住房所有权。</blockquote></p><p> The upshot: Household formation is now at about two million per year, more than double the rate for the past five years. Home buyers have to purchase a lot of stuff to fill up those new houses. That’s a built-in economy booster.</p><p><blockquote>结果是：现在每年大约有200万个家庭组成，是过去五年的两倍多。购房者不得不购买很多东西来填满这些新房子。这是一个内置的经济助推器。</blockquote></p><p> <b>6. The consumer is scared, locked and loaded</b></p><p><blockquote><b>6.消费者害怕，锁定和装载</b></blockquote></p><p> There are at least a half-dozen natural sources of stimulus in the economy ready to drive growth whether the Fed tapers or not, points out Jim Paulsen, an economist and strategist at Leuthold Group. One is that household formation, mentioned above. Another is the low level of inventories at companies – which have to restock big time. But to me, the big one is the consumer, simply because consumer spending is the big driver of our economy.</p><p><blockquote>Leuthold Group经济学家兼策略师吉姆·保尔森(Jim Paulsen)指出，无论美联储是否缩减规模，经济中至少有六种自然刺激来源可以推动经济增长。一个是上面提到的家庭结构。另一个原因是公司库存水平较低——它们必须大量补货。但对我来说，最大的因素是消费者，因为消费者支出是我们经济的主要驱动力。</blockquote></p><p> The bottom line: Consumer are scared. But they have a ton of buying power to tap when their anxieties ease — perhaps as COVID continues to roll over.</p><p><blockquote>底线是：消费者感到害怕。但当他们的焦虑缓解时，他们有大量的购买力可以利用——也许是随着新冠疫情的继续蔓延。</blockquote></p><p> Now a little more detail.August consumer sentimentwas at the lowest level since the pandemic began, as measured by the University of Michigan index of consumer sentiment. Itnudged up in September, but it is still low.</p><p><blockquote>现在更多细节。根据密歇根大学消费者信心指数衡量，8月份消费者信心处于大流行开始以来的最低水平。9月份有所上升，但仍处于低位。</blockquote></p><p> At the same time, consumers have a tremendous amount of buying power. Personal savings are at about 12% of GDP. That’s twice the longer-term average of around 6%-7%, notes Paulsen. Net worth compared to income is at record highs.</p><p><blockquote>与此同时，消费者拥有巨大的购买力。个人储蓄约占GDP的12%。保尔森指出，这是6%-7%左右的长期平均水平的两倍。净资产与收入相比创历史新高。</blockquote></p><p> Don’t make the mistake of thinking that’s just the rich getting richer because of the stock market. Homes are up a lot too, and most people own homes. The ratio of household debt to personal income is the lowest since 1985.</p><p><blockquote>不要错误地认为这只是富人因为股市而变得更富。房价也涨了很多，大多数人都有自己的房子。家庭债务与个人收入之比为1985年以来最低。</blockquote></p><p></p><p> “Consumers are scared and loaded with untapped buying power,” says Paulsen. “This pessimistic mindset combined with the excess buying power has historically produced solid market gains with infrequent declines,” he says. “This ratio portrays a bull market that is still in its infancy.”</p><p><blockquote>“消费者感到害怕，并且充满了未开发的购买力，”保尔森说。他表示：“这种悲观心态加上购买力过剩，从历史上看，市场出现了稳健的上涨，但很少出现下跌。”“这个比率描绘了一个仍处于起步阶段的牛市。”</blockquote></p><p> <b>S</b><b><b>tocks</b></b><b>&nbsp;to buy</b></p><p><blockquote><b>S</b><b><b>托克斯</b></b><b>购买</b></blockquote></p><p> Since the consumer is such a big part of this dynamic, I say go with retail stocks. They’ve been underperforming, which also makes them look attractive.</p><p><blockquote>由于消费者是这种动态的重要组成部分，我建议选择零售股。他们表现不佳，这也让他们看起来很有吸引力。</blockquote></p><p> Morningstar cites Bath &amp; Body WorksBBWI,-0.74%as a retailer with a moat and trading at a discount. The body care and home fragrance retailer has a four-star rating because its stock is trading so far below Morningstar’s “fair value” estimate of $79 for the name.</p><p><blockquote>晨星公司将Bath&amp;Body WorksBBWI,-0.74%视为一家拥有护城河且交易折扣的零售商。这家身体护理和家用香水零售商获得四星级评级，因为其股票交易价格远低于晨星公司对该名称79美元的“公允价值”估计。</blockquote></p><p> As for the moat, analyst Jaime Katz cites the company’s strong brand, its leadership position in its space, and the 30% average return on invested capital, well above its 8% weighted average cost of capital.</p><p><blockquote>至于护城河，分析师Jaime Katz列举了该公司强大的品牌、在该领域的领导地位以及30%的平均投资资本回报率，远高于其8%的加权平均资本成本。</blockquote></p><p> Eric Marshall, a portfolio manager at the Hodges Small Cap fundHDPSX,+1.83%,likes the apparel retailer American Eagle OutfittersAEO,0.36%,which is down over 35% from highs this year. The company posted record revenue of $1.19 billion in the second quarter, up 35% year over year.</p><p><blockquote>Hodges Small Cap fundHDPSX(+1.83%)的投资组合经理埃里克·马歇尔(Eric Marshall)看好服装零售商American Eagle OutfittersAEO(0.36%)，该股较今年高点下跌了35%以上。该公司第二季度营收达到创纪录的11.9亿美元，同比增长35%。</blockquote></p><p> The core growth driver is its popular Aerie brand. Marshall thinks the company will earn over $2 a share this year, which makes American Eagle stock a bargain at around 13 times forward earnings.</p><p><blockquote>核心增长动力是其广受欢迎的Aerie品牌。马歇尔认为该公司今年每股收益将超过2美元，这使得American Eagle股票的预期市盈率约为13倍，非常便宜。</blockquote></p><p> Marshall is worth listening to because he has a hot hand. His Hodges small-cap fund is up 31% this year, beating its small blend category and Russell 2000 index benchmark by 12 to 18 percentage points, according to Morningstar.</p><p><blockquote>马歇尔值得一听，因为他有一双热情的手。据晨星公司称，他的Hodges小型股基金今年上涨了31%，比小型混合基金和罗素2000指数基准高出12至18个百分点。</blockquote></p><p> Marshall also likes Academy Sports and OutdoorsASO,-0.91%,which sells sports and outdoor recreation&nbsp;goods. The pandemic was a windfall for this company because of the popularity of outdoor activities. Strong pandemic sales helped the company chip away at its high debt levels. Analysts are worried the pandemic-inspired popularity of outdoor activities will wane, but Marshall thinks the outdoor lifestyle will stay in vogue.</p><p><blockquote>马歇尔还喜欢Academy Sports and OutdoorsASO,-0.91%，该公司销售运动和户外休闲用品。由于户外活动的流行，疫情对这家公司来说是一笔意外之财。强劲的大流行销售帮助该公司降低了高债务水平。分析师担心大流行引发的户外活动的受欢迎程度将会减弱，但马歇尔认为户外生活方式将继续流行。</blockquote></p><p> While many retail sector investors are awed by the power of Amazon.comAMZN,0.03%and WalmartWMT,0.03%,Motley Fool retail sector analyst Asit Sharma favors niche chains that have mastered the “direct to consumer” sales model. They offer great stores and solid products, but also the mix of delivery options that shoppers want – including in-store pickup of items bought online.</p><p><blockquote>虽然许多零售行业投资者对亚马逊MAMZN(0.03%)和沃尔玛WMT(0.03%)的力量感到敬畏，但Motley Fool零售行业分析师Asit Sharma更青睐掌握“直接面向消费者”销售模式的利基连锁店。他们提供很棒的商店和可靠的产品，但也提供购物者想要的送货选择组合——包括在店内提货网上购买的商品。</blockquote></p><p> “The retail sector gets a perennial bad rap because everyone is focused on yesterday’s story, that Amazon and Walmart are taking out all physical stores,” says Sharma. But that’s not the case. Many retailers provide a mix of excellent in-store experiences and unique products that the two retail giants can’t really offer.</p><p><blockquote>夏尔马说：“零售业常年受到负面评价，因为每个人都在关注昨天的故事，即亚马逊和沃尔玛正在关闭所有实体店。”但事实并非如此。许多零售商提供出色的店内体验和独特的产品，这是这两家零售巨头无法真正提供的。</blockquote></p><p> Here, Sharma cites Lululemon AthleticaLULU,-0.88%.“We love the fact that the company spends on its own research and development innovation on the fabric side.” Stores give consumers a chance to check out the custom fabrics in person.</p><p><blockquote>在这里，Sharma引用了Lululemon AthleticaLULU，-0.88%。“我们喜欢该公司在面料方面投入自己的研发创新。”商店给消费者一个亲自检查定制面料的机会。</blockquote></p><p> Sharma also favors Yeti HoldingsYETI,-1.92%,which sells coolers, “drinkware” and outdoor equipment. For a larger cap name, consider the popular retail giant TargetTGT,-0.24%for its “everything under one roof” approach to retail.</p><p><blockquote>夏尔马还青睐Yeti HoldingsYETI，-1.92%，该公司销售冷却器、“饮品”和户外设备。对于较大的股票名称，请考虑受欢迎的零售巨头TargetTGT，-0.24%，因其“一切都在一个屋檐下”的零售方式。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/6-reasons-this-is-a-fresh-multiyear-bull-market-and-6-stocks-in-the-surprising-sector-you-should-favor-11633701844?siteid=yhoof2\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/6-reasons-this-is-a-fresh-multiyear-bull-market-and-6-stocks-in-the-surprising-sector-you-should-favor-11633701844?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133780035","content_text":"Stock-market pessimism and excess consumer buying power point to retail stocks.\n\nNothing like a little October turbulence to help the market’s weak hands get in touch with their inner bears.\nBut don’t let their negativity rub off on you. We’re still near the beginning of what will be a multiyear bull market. Here are six reasons to buy stocks now, and six names to consider in one of the best sectors to own at the moment.\n1. Sentiment has gotten bearish enough\nI regularly track investor sentiment in my stock letter (details and link in bio below) to make contrarian “calls” on the market. While most of your money should be in long-term holdings, timing entries when most people are bearish gives you an edge. That is the case now. Sentiment is not extremely negative, but it fell enough this week to trigger a buy signal in my system.\nIt’s also worth pointing out that major media figures turned pretty negative this week, another good contrarian signal. (I won’t name names.) And the fact that their negativity is a bullish signal in my book doesn’t mean I think they are dense. It’s just that high-profile media commentators are consensus sponges. It’s an occupational hazard – which we can use to our advantage as investors.\nPick your favorite popular financial media talking heads, then do the opposite whenever they turn consistently negative — or positive.\n2. Seasonality is in our favor\nThe worst month for stocks is October, and the weakest days are Oct. 10 and Oct. 11. Then this bleak month is followed by the seasonally strong January-May phase when the market is bolstered by new money coming in. In between, November and December can be strong as stocks rebound from October weakness and the end of the mutual-fund tax-loss selling season. That’s finished at the end of October.\n3. COVID is rolling over\nIt’s no secret that case counts and hospitalizations are down sharply. Last year, the cold weather did not usher in a winter COVID flu season. So, it’s not too crazy to expect the same thing this year, especially given all the people who have been vaccinated or infected. Reopening will help boost the economy.\n4. A correction may have already happened\nSince the summer, the market has experienced rolling corrections in various sectors. The Russell 2000RUT,+0.14%was down over 10% in August, the definition of a correction. Cyclicals, retail, tech and so forth have all been hit. As of early October, 90% or more of S&P 500SPX,-0.05%and NasdaqCOMP,-0.28%stocks had fallen at least 10% from 2021 highs, notes Liz Ann Sonders, chief investment strategist at Charles SchwabSCHW,+1.47%.\nIn other words, while everyone was looking for a correction, it may have already happened. The market has a funny way of tricking most people most of the time, this way.\n5. There’s been strong household formation\nMillennials are finally giving up on the parents’ basement – if there was ever any truth to that cliché.\nWhat is true: They’re entering the prime age for marriage and family. Plus, the economy is booming so they feel confident enough to make the plunge into homeownership.\nThe upshot: Household formation is now at about two million per year, more than double the rate for the past five years. Home buyers have to purchase a lot of stuff to fill up those new houses. That’s a built-in economy booster.\n6. The consumer is scared, locked and loaded\nThere are at least a half-dozen natural sources of stimulus in the economy ready to drive growth whether the Fed tapers or not, points out Jim Paulsen, an economist and strategist at Leuthold Group. One is that household formation, mentioned above. Another is the low level of inventories at companies – which have to restock big time. But to me, the big one is the consumer, simply because consumer spending is the big driver of our economy.\nThe bottom line: Consumer are scared. But they have a ton of buying power to tap when their anxieties ease — perhaps as COVID continues to roll over.\nNow a little more detail.August consumer sentimentwas at the lowest level since the pandemic began, as measured by the University of Michigan index of consumer sentiment. Itnudged up in September, but it is still low.\nAt the same time, consumers have a tremendous amount of buying power. Personal savings are at about 12% of GDP. That’s twice the longer-term average of around 6%-7%, notes Paulsen. Net worth compared to income is at record highs.\nDon’t make the mistake of thinking that’s just the rich getting richer because of the stock market. Homes are up a lot too, and most people own homes. The ratio of household debt to personal income is the lowest since 1985.\n“Consumers are scared and loaded with untapped buying power,” says Paulsen. “This pessimistic mindset combined with the excess buying power has historically produced solid market gains with infrequent declines,” he says. “This ratio portrays a bull market that is still in its infancy.”\nStocks to buy\nSince the consumer is such a big part of this dynamic, I say go with retail stocks. They’ve been underperforming, which also makes them look attractive.\nMorningstar cites Bath & Body WorksBBWI,-0.74%as a retailer with a moat and trading at a discount. The body care and home fragrance retailer has a four-star rating because its stock is trading so far below Morningstar’s “fair value” estimate of $79 for the name.\nAs for the moat, analyst Jaime Katz cites the company’s strong brand, its leadership position in its space, and the 30% average return on invested capital, well above its 8% weighted average cost of capital.\nEric Marshall, a portfolio manager at the Hodges Small Cap fundHDPSX,+1.83%,likes the apparel retailer American Eagle OutfittersAEO,0.36%,which is down over 35% from highs this year. The company posted record revenue of $1.19 billion in the second quarter, up 35% year over year.\nThe core growth driver is its popular Aerie brand. Marshall thinks the company will earn over $2 a share this year, which makes American Eagle stock a bargain at around 13 times forward earnings.\nMarshall is worth listening to because he has a hot hand. His Hodges small-cap fund is up 31% this year, beating its small blend category and Russell 2000 index benchmark by 12 to 18 percentage points, according to Morningstar.\nMarshall also likes Academy Sports and OutdoorsASO,-0.91%,which sells sports and outdoor recreation goods. The pandemic was a windfall for this company because of the popularity of outdoor activities. Strong pandemic sales helped the company chip away at its high debt levels. Analysts are worried the pandemic-inspired popularity of outdoor activities will wane, but Marshall thinks the outdoor lifestyle will stay in vogue.\nWhile many retail sector investors are awed by the power of Amazon.comAMZN,0.03%and WalmartWMT,0.03%,Motley Fool retail sector analyst Asit Sharma favors niche chains that have mastered the “direct to consumer” sales model. They offer great stores and solid products, but also the mix of delivery options that shoppers want – including in-store pickup of items bought online.\n“The retail sector gets a perennial bad rap because everyone is focused on yesterday’s story, that Amazon and Walmart are taking out all physical stores,” says Sharma. But that’s not the case. Many retailers provide a mix of excellent in-store experiences and unique products that the two retail giants can’t really offer.\nHere, Sharma cites Lululemon AthleticaLULU,-0.88%.“We love the fact that the company spends on its own research and development innovation on the fabric side.” Stores give consumers a chance to check out the custom fabrics in person.\nSharma also favors Yeti HoldingsYETI,-1.92%,which sells coolers, “drinkware” and outdoor equipment. For a larger cap name, consider the popular retail giant TargetTGT,-0.24%for its “everything under one roof” approach to retail.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":2411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823844910,"gmtCreate":1633614966267,"gmtModify":1633615122559,"author":{"id":"3581634953766636","authorId":"3581634953766636","name":"Waterbottle","avatar":"https://static.tigerbbs.com/c73e99195b539aab75e779f4237969cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581634953766636","idStr":"3581634953766636"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823844910","repostId":"1128862784","repostType":4,"repost":{"id":"1128862784","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":1633614043,"share":"https://www.laohu8.com/m/news/1128862784?lang=zh_CN&edition=full","pubTime":"2021-10-07 21:40","market":"us","language":"en","title":"Camber Energy surged 43% in morning trading<blockquote>Camber Energy早盘飙升43%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1128862784","media":"Tiger Newspress","summary":"(Oct 7) Camber Energy surged 43% in morning trading after cut in half yesterday.","content":"<p>(Oct 7)&nbsp;Camber Energy surged 43% in morning trading after cut in half yesterday.</p><p><blockquote>（10月7日）Camber Energy在昨天减半后，在早盘交易中飙升43%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/395191e8ae73fa77c956415a53a058d0\" tg-width=\"1058\" tg-height=\"566\" 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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCamber Energy surged 43% in morning trading<blockquote>Camber Energy早盘飙升43%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-07 21:40</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Oct 7)&nbsp;Camber Energy surged 43% in morning trading after cut in half yesterday.</p><p><blockquote>（10月7日）Camber Energy在昨天减半后，在早盘交易中飙升43%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/395191e8ae73fa77c956415a53a058d0\" tg-width=\"1058\" tg-height=\"566\" 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":{"CEI":"Camber Energy"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128862784","content_text":"(Oct 7) Camber Energy surged 43% in morning trading after cut in half yesterday.","news_type":1,"symbols_score_info":{"CEI":0.9}},"isVote":1,"tweetType":1,"viewCount":673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829477037,"gmtCreate":1633541019771,"gmtModify":1633541019989,"author":{"id":"3581634953766636","authorId":"3581634953766636","name":"Waterbottle","avatar":"https://static.tigerbbs.com/c73e99195b539aab75e779f4237969cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581634953766636","idStr":"3581634953766636"},"themes":[],"htmlText":"Hu","listText":"Hu","text":"Hu","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829477037","repostId":"2173838910","repostType":4,"isVote":1,"tweetType":1,"viewCount":726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820420545,"gmtCreate":1633418851566,"gmtModify":1633418865316,"author":{"id":"3581634953766636","authorId":"3581634953766636","name":"Waterbottle","avatar":"https://static.tigerbbs.com/c73e99195b539aab75e779f4237969cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581634953766636","idStr":"3581634953766636"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/820420545","repostId":"1144386837","repostType":4,"repost":{"id":"1144386837","kind":"news","pubTimestamp":1633416952,"share":"https://www.laohu8.com/m/news/1144386837?lang=zh_CN&edition=full","pubTime":"2021-10-05 14:55","market":"us","language":"en","title":"Worst California Oil Spill in 27 Years May Be From an Anchor<blockquote>加州27年来最严重的漏油事件可能来自锚</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1144386837","media":"Bloomberg","summary":"(Bloomberg) -- The owner of a pipeline at the heart of California’s worst oil spill in almost 30 yea","content":"<p>(Bloomberg) -- The owner of a pipeline at the heart of California’s worst oil spill in almost 30 years is investigating the disaster site with a remotely controlled device and local authorities warned the cleanup may take weeks.</p><p><blockquote>（彭博社）——加州近30年来最严重的漏油事件中心的一条管道的所有者正在用远程控制设备调查灾难现场，地方当局警告说，清理工作可能需要几周时间。</blockquote></p><p> Amplify Energy Corp. is getting close to “a source and a cause” of the incident, which may have been caused by a ship’s anchor, Chief Executive Officer Martyn Willsher said at a press conference Monday. The spill that began on Saturday dumped about 3,000 barrels (126,000 gallons) of crude into the Pacific Ocean near the seaside community of Huntington Beach, which hosted the U.S. Open of Surfing last week.</p><p><blockquote>Amplify Energy Corp.首席执行官马丁·威尔舍(Martyn Willsher)在周一的新闻发布会上表示，该事件的“来源和原因”可能是由船锚引起的。周六开始的泄漏将约3,000桶（126,000加仑）原油倾倒到亨廷顿海滩海滨社区附近的太平洋，该社区是美国的所在地。上周冲浪开放。</blockquote></p><p> That’s the Golden State’s largest such disaster since a 1994 earthquake split open a pipeline and poured about 4,500 barrels into the sea, according to a database compiled by the non-profit Public Media Group of Southern California. Amplify tumbled as much as 53% on Monday. Shares pared some of the losses after the press conference, triggering a temporary trading halt.</p><p><blockquote>根据非营利性南加州公共媒体集团编制的数据库，这是金州自1994年地震导致一条管道破裂并将约4,500桶石油倒入大海以来最大的此类灾难。Amplify周一暴跌53%。新闻发布会后，股价收复了部分跌幅，引发暂时停牌。</blockquote></p><p> The spill comes at a time when regulatory skepticism of the oil industry’s environmental practices already was sky high. Last week, the Santa Barbara County Planning Commission voted to block an Exxon Mobil Corp. proposal to transport crude by tanker truck and restart three offshore platforms in the area.</p><p><blockquote>此次泄漏事件发生之际，监管机构对石油行业的环境实践持高度怀疑态度。上周，圣巴巴拉县规划委员会投票阻止了埃克森美孚公司通过油罐车运输原油并重启该地区三个海上平台的提议。</blockquote></p><p> The disaster should embolden Congressional Democrats to pass legislation that would protect places like Southern California from such incidents, said Diane Hoskins, a campaign director at ocean-conservation group Oceana.</p><p><blockquote>海洋保护组织Oceana的竞选主任黛安·霍斯金斯(Diane Hoskins)表示，这场灾难应该会鼓励国会民主党人通过立法，保护南加州等地免受此类事件的影响。</blockquote></p><p> “All available actions are being taken to ensure the safety of the public and response personnel, to control the source and recover spilled materials to maximize the protection of environmentally sensitive areas and minimize impact to maritime commerce,” White House spokeswoman Jen Psaki said during a media briefing.</p><p><blockquote>白宫发言人珍·帕萨基在一次会议上表示：“正在采取一切可用措施确保公众和响应人员的安全，控制源头并回收泄漏材料，以最大限度地保护环境敏感地区，并尽量减少对海上商业的影响。”媒体简报。</blockquote></p><p> Recovery Efforts</p><p><blockquote>恢复工作</blockquote></p><p> Psaki estimated that 3,150 barrels of oil had been recovered from he ocean so far. That’s equivalent to about 2.5% of the spill.</p><p><blockquote>普萨基估计，到目前为止，已经从海洋中回收了3150桶石油。这相当于泄漏量的2.5%左右。</blockquote></p><p> A wide swath of beach and ocean remained closed and more than 2,000 feet of floating barriers have been deployed to help contain the spilled crude, Huntington Beach city leaders said in a statement.</p><p><blockquote>亨廷顿海滩市领导人在一份声明中表示，大片海滩和海洋仍然关闭，并部署了超过2000英尺的浮动屏障，以帮助遏制泄漏的原油。</blockquote></p><p> Willsher said the company has sufficient insurance and other resources to handle the cost of the incident.</p><p><blockquote>威尔舍表示，该公司有足够的保险和其他资源来处理该事件的费用。</blockquote></p><p> In June, the company’s loan under the U.S. Small Business Administration’s Paycheck Protection Program was forgiven in full. At the end of that month, Amplify had net debt of about $216 million.</p><p><blockquote>6月，该公司在美国小企业管理局薪资保护计划下的贷款被全额免除。截至当月底，Amplify的净债务约为2.16亿美元。</blockquote></p><p></p>","source":"lsy1612507957220","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>Worst California Oil Spill in 27 Years May Be From an Anchor<blockquote>加州27年来最严重的漏油事件可能来自锚</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\">\nWorst California Oil Spill in 27 Years May Be From an Anchor<blockquote>加州27年来最严重的漏油事件可能来自锚</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2021-10-05 14:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Bloomberg) -- The owner of a pipeline at the heart of California’s worst oil spill in almost 30 years is investigating the disaster site with a remotely controlled device and local authorities warned the cleanup may take weeks.</p><p><blockquote>（彭博社）——加州近30年来最严重的漏油事件中心的一条管道的所有者正在用远程控制设备调查灾难现场，地方当局警告说，清理工作可能需要几周时间。</blockquote></p><p> Amplify Energy Corp. is getting close to “a source and a cause” of the incident, which may have been caused by a ship’s anchor, Chief Executive Officer Martyn Willsher said at a press conference Monday. The spill that began on Saturday dumped about 3,000 barrels (126,000 gallons) of crude into the Pacific Ocean near the seaside community of Huntington Beach, which hosted the U.S. Open of Surfing last week.</p><p><blockquote>Amplify Energy Corp.首席执行官马丁·威尔舍(Martyn Willsher)在周一的新闻发布会上表示，该事件的“来源和原因”可能是由船锚引起的。周六开始的泄漏将约3,000桶（126,000加仑）原油倾倒到亨廷顿海滩海滨社区附近的太平洋，该社区是美国的所在地。上周冲浪开放。</blockquote></p><p> That’s the Golden State’s largest such disaster since a 1994 earthquake split open a pipeline and poured about 4,500 barrels into the sea, according to a database compiled by the non-profit Public Media Group of Southern California. Amplify tumbled as much as 53% on Monday. Shares pared some of the losses after the press conference, triggering a temporary trading halt.</p><p><blockquote>根据非营利性南加州公共媒体集团编制的数据库，这是金州自1994年地震导致一条管道破裂并将约4,500桶石油倒入大海以来最大的此类灾难。Amplify周一暴跌53%。新闻发布会后，股价收复了部分跌幅，引发暂时停牌。</blockquote></p><p> The spill comes at a time when regulatory skepticism of the oil industry’s environmental practices already was sky high. Last week, the Santa Barbara County Planning Commission voted to block an Exxon Mobil Corp. proposal to transport crude by tanker truck and restart three offshore platforms in the area.</p><p><blockquote>此次泄漏事件发生之际，监管机构对石油行业的环境实践持高度怀疑态度。上周，圣巴巴拉县规划委员会投票阻止了埃克森美孚公司通过油罐车运输原油并重启该地区三个海上平台的提议。</blockquote></p><p> The disaster should embolden Congressional Democrats to pass legislation that would protect places like Southern California from such incidents, said Diane Hoskins, a campaign director at ocean-conservation group Oceana.</p><p><blockquote>海洋保护组织Oceana的竞选主任黛安·霍斯金斯(Diane Hoskins)表示，这场灾难应该会鼓励国会民主党人通过立法，保护南加州等地免受此类事件的影响。</blockquote></p><p> “All available actions are being taken to ensure the safety of the public and response personnel, to control the source and recover spilled materials to maximize the protection of environmentally sensitive areas and minimize impact to maritime commerce,” White House spokeswoman Jen Psaki said during a media briefing.</p><p><blockquote>白宫发言人珍·帕萨基在一次会议上表示：“正在采取一切可用措施确保公众和响应人员的安全，控制源头并回收泄漏材料，以最大限度地保护环境敏感地区，并尽量减少对海上商业的影响。”媒体简报。</blockquote></p><p> Recovery Efforts</p><p><blockquote>恢复工作</blockquote></p><p> Psaki estimated that 3,150 barrels of oil had been recovered from he ocean so far. That’s equivalent to about 2.5% of the spill.</p><p><blockquote>普萨基估计，到目前为止，已经从海洋中回收了3150桶石油。这相当于泄漏量的2.5%左右。</blockquote></p><p> A wide swath of beach and ocean remained closed and more than 2,000 feet of floating barriers have been deployed to help contain the spilled crude, Huntington Beach city leaders said in a statement.</p><p><blockquote>亨廷顿海滩市领导人在一份声明中表示，大片海滩和海洋仍然关闭，并部署了超过2000英尺的浮动屏障，以帮助遏制泄漏的原油。</blockquote></p><p> Willsher said the company has sufficient insurance and other resources to handle the cost of the incident.</p><p><blockquote>威尔舍表示，该公司有足够的保险和其他资源来处理该事件的费用。</blockquote></p><p> In June, the company’s loan under the U.S. Small Business Administration’s Paycheck Protection Program was forgiven in full. At the end of that month, Amplify had net debt of about $216 million.</p><p><blockquote>6月，该公司在美国小企业管理局薪资保护计划下的贷款被全额免除。截至当月底，Amplify的净债务约为2.16亿美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/california-worst-oil-spill-27-174233545.html\">Bloomberg</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":{"AMPY":"Amplify Energy Corp."},"source_url":"https://finance.yahoo.com/news/california-worst-oil-spill-27-174233545.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144386837","content_text":"(Bloomberg) -- The owner of a pipeline at the heart of California’s worst oil spill in almost 30 years is investigating the disaster site with a remotely controlled device and local authorities warned the cleanup may take weeks.\nAmplify Energy Corp. is getting close to “a source and a cause” of the incident, which may have been caused by a ship’s anchor, Chief Executive Officer Martyn Willsher said at a press conference Monday. The spill that began on Saturday dumped about 3,000 barrels (126,000 gallons) of crude into the Pacific Ocean near the seaside community of Huntington Beach, which hosted the U.S. Open of Surfing last week.\nThat’s the Golden State’s largest such disaster since a 1994 earthquake split open a pipeline and poured about 4,500 barrels into the sea, according to a database compiled by the non-profit Public Media Group of Southern California. Amplify tumbled as much as 53% on Monday. Shares pared some of the losses after the press conference, triggering a temporary trading halt.\nThe spill comes at a time when regulatory skepticism of the oil industry’s environmental practices already was sky high. Last week, the Santa Barbara County Planning Commission voted to block an Exxon Mobil Corp. proposal to transport crude by tanker truck and restart three offshore platforms in the area.\nThe disaster should embolden Congressional Democrats to pass legislation that would protect places like Southern California from such incidents, said Diane Hoskins, a campaign director at ocean-conservation group Oceana.\n“All available actions are being taken to ensure the safety of the public and response personnel, to control the source and recover spilled materials to maximize the protection of environmentally sensitive areas and minimize impact to maritime commerce,” White House spokeswoman Jen Psaki said during a media briefing.\nRecovery Efforts\nPsaki estimated that 3,150 barrels of oil had been recovered from he ocean so far. That’s equivalent to about 2.5% of the spill.\nA wide swath of beach and ocean remained closed and more than 2,000 feet of floating barriers have been deployed to help contain the spilled crude, Huntington Beach city leaders said in a statement.\nWillsher said the company has sufficient insurance and other resources to handle the cost of the incident.\nIn June, the company’s loan under the U.S. Small Business Administration’s Paycheck Protection Program was forgiven in full. At the end of that month, Amplify had net debt of about $216 million.","news_type":1,"symbols_score_info":{"AMPY":0.9}},"isVote":1,"tweetType":1,"viewCount":1031,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820967392,"gmtCreate":1633343187178,"gmtModify":1633343187362,"author":{"id":"3581634953766636","authorId":"3581634953766636","name":"Waterbottle","avatar":"https://static.tigerbbs.com/c73e99195b539aab75e779f4237969cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581634953766636","idStr":"3581634953766636"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820967392","repostId":"1111794803","repostType":4,"isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867976599,"gmtCreate":1633199515741,"gmtModify":1633199515909,"author":{"id":"3581634953766636","authorId":"3581634953766636","name":"Waterbottle","avatar":"https://static.tigerbbs.com/c73e99195b539aab75e779f4237969cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581634953766636","idStr":"3581634953766636"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/867976599","repostId":"2172961873","repostType":4,"isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864855102,"gmtCreate":1633092900547,"gmtModify":1633092900726,"author":{"id":"3581634953766636","authorId":"3581634953766636","name":"Waterbottle","avatar":"https://static.tigerbbs.com/c73e99195b539aab75e779f4237969cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581634953766636","idStr":"3581634953766636"},"themes":[],"htmlText":"&nbsp;Hi","listText":"&nbsp;Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/864855102","repostId":"2172696855","repostType":4,"isVote":1,"tweetType":1,"viewCount":694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865723535,"gmtCreate":1633022602865,"gmtModify":1633022603050,"author":{"id":"3581634953766636","authorId":"3581634953766636","name":"Waterbottle","avatar":"https://static.tigerbbs.com/c73e99195b539aab75e779f4237969cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581634953766636","idStr":"3581634953766636"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865723535","repostId":"2171956958","repostType":4,"isVote":1,"tweetType":1,"viewCount":746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862772552,"gmtCreate":1632920769906,"gmtModify":1632920770062,"author":{"id":"3581634953766636","authorId":"3581634953766636","name":"Waterbottle","avatar":"https://static.tigerbbs.com/c73e99195b539aab75e779f4237969cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581634953766636","idStr":"3581634953766636"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862772552","repostId":"1102408330","repostType":4,"repost":{"id":"1102408330","kind":"news","pubTimestamp":1632919414,"share":"https://www.laohu8.com/m/news/1102408330?lang=zh_CN&edition=full","pubTime":"2021-09-29 20:43","market":"us","language":"en","title":"Dollar Tree to Sell More Items Above $1 as Costs Rise<blockquote>随着成本上升，Dollar Tree将出售更多高于1美元的商品</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1102408330","media":"The Wall Street Journal","summary":"Discount chain expanding earlier tests to boost prices, citing higher wage and freight costs\nDollar ","content":"<p>Discount chain expanding earlier tests to boost prices, citing higher wage and freight costs</p><p><blockquote>折扣连锁店以工资和运费上涨为由扩大了早期测试以提高价格</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/76784ce91d35f42f79fbcd4e44540273\" tg-width=\"1290\" tg-height=\"860\" width=\"100%\" height=\"auto\"><span>Dollar Tree plans to sell products at $1.25 and $1.50 or other prices slightly above $1 in some of its stores.</span></p><p><blockquote><p class=\"t-img-caption\"><span>Dollar Tree计划在其部分商店以1.25美元和1.50美元或略高于1美元的其他价格出售产品。</span></p></blockquote></p><p> Dollar Tree&nbsp;Inc.,which sells nearly everything for a dollar in its namesake chain, plans to add more products at slightly higher prices as costs rise for a range of goods.</p><p><blockquote>Dollar Tree Inc.在其同名连锁店中以1美元的价格出售几乎所有商品，随着一系列商品的成本上升，该公司计划以略高的价格增加更多产品。</blockquote></p><p> The retailer said it plans to sell products at $1.25 and $1.50 or other prices slightly above $1 in some of its stores, expanding continuing tests selling at higher price points as supply-chain snarls, a tight labor market and inflation push costs higher. The discounter has experimented with selling items for $3 and $5 since 2019 in a shelf section labeled Dollar Tree Plus. Those tests continue in a few hundred of its around 7,900 Dollar Tree stores.</p><p><blockquote>该零售商表示，计划在部分商店以1.25美元和1.50美元或略高于1美元的其他价格销售产品，随着供应链混乱、劳动力市场紧张和通胀推高成本，扩大以更高价格销售的持续测试。自2019年以来，这家折扣店一直在一个名为Dollar Tree Plus的货架部分尝试以3美元和5美元的价格出售商品。这些测试在其约7,900家Dollar Tree商店中的数百家仍在继续。</blockquote></p><p> The addition of more above-$1 items is a response to rising costs and positive consumer feedback on tests so far, Michael Witynski, chief executive of Dollar Tree, said in an interview. “We recognize the need to make adjustments in the current economic environment,” he said, including “the pressure all of us are seeing on wages, freight and on our suppliers and cost increases.”</p><p><blockquote>Dollar Tree首席执行官迈克尔·维廷斯基(Michael Witynski)在接受采访时表示，增加更多1美元以上的商品是对成本上涨和迄今为止消费者对测试的积极反馈的回应。“我们认识到需要在当前的经济环境中做出调整，”他说，包括“我们所有人都看到的工资、运费和供应商的压力以及成本增加。”</blockquote></p><p> All stores with Dollar Tree Plus sections will get products at the above-$1 price points, as well as some legacy stores without the special section, said a company spokesman. He declined to share how many legacy stores will carry the products, saying it is over 30 locations.</p><p><blockquote>公司发言人表示，所有设有Dollar Tree Plus专区的商店以及一些没有特殊专区的传统商店都将以1美元以上的价格购买产品。他拒绝透露有多少传统商店将出售这些产品，称超过30家。</blockquote></p><p> With the above-$1 price point, Dollar Tree will be able to offer new products such as more frozen meat or seasonal items, said Mr. Witynski Tuesday. That could encourage shoppers to spend more per trip, he said.</p><p><blockquote>Witynski周二表示，凭借高于1美元的价格点，Dollar Tree将能够提供更多冷冻肉或季节性商品等新产品。他说，这可能会鼓励购物者每次旅行花费更多。</blockquote></p><p> For years some investors have clamored for Dollar Tree to boost profits&nbsp;by untethering itself from the $1 price point&nbsp;established when the company was founded in 1986. Many former and current executives see it as sacrosanct, a key reason shoppers gravitate to the store and the linchpin of simplified operating model that increases profits.</p><p><blockquote>多年来，一些投资者一直呼吁Dollar Tree通过摆脱1986年公司成立时设定的1美元价格点来提高利润。许多前任和现任高管认为这是神圣不可侵犯的，这是购物者被商店吸引的关键原因，也是简化运营模式增加利润的关键。</blockquote></p><p> In 2019, hedge fund Starboard Value LP dropped&nbsp;a planned proxy fight at Dollar Tree&nbsp;after the retailer showed openness to implementing some of the changes the hedge fund sought, which included testing higher price points to boost profits. This year, as prices rise for many products, calls from investors to “break the buck” have intensified.</p><p><blockquote>2019年，对冲基金Starboard Value LP放弃了在Dollar Tree进行的代理权争夺战，此前该零售商对实施对冲基金寻求的一些变革持开放态度，其中包括测试更高的价格点以提高利润。今年，随着不少产品价格上涨，投资者“砸钱”的评级愈演愈烈。</blockquote></p><p> As of Tuesday evening, Dollar Tree’s stock had fallen around 20% so far this year, while the S&amp;P 500 was up around 16%. Competitor Dollar General Corp.’s stock has risen around 2% so far this year.</p><p><blockquote>截至周二晚间，Dollar Tree的股价今年迄今已下跌约20%，而标普500则上涨约16%。竞争对手Dollar General Corp.的股价今年迄今已上涨约2%。</blockquote></p><p> Dollar Tree’s stock rose 6.3% in premarket trading Wednesday.</p><p><blockquote>Dollar Tree股价周三盘前交易中上涨6.3%。</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>Dollar Tree to Sell More Items Above $1 as Costs Rise<blockquote>随着成本上升，Dollar Tree将出售更多高于1美元的商品</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\">\nDollar Tree to Sell More Items Above $1 as Costs Rise<blockquote>随着成本上升，Dollar Tree将出售更多高于1美元的商品</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-09-29 20:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Discount chain expanding earlier tests to boost prices, citing higher wage and freight costs</p><p><blockquote>折扣连锁店以工资和运费上涨为由扩大了早期测试以提高价格</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/76784ce91d35f42f79fbcd4e44540273\" tg-width=\"1290\" tg-height=\"860\" width=\"100%\" height=\"auto\"><span>Dollar Tree plans to sell products at $1.25 and $1.50 or other prices slightly above $1 in some of its stores.</span></p><p><blockquote><p class=\"t-img-caption\"><span>Dollar Tree计划在其部分商店以1.25美元和1.50美元或略高于1美元的其他价格出售产品。</span></p></blockquote></p><p> Dollar Tree&nbsp;Inc.,which sells nearly everything for a dollar in its namesake chain, plans to add more products at slightly higher prices as costs rise for a range of goods.</p><p><blockquote>Dollar Tree Inc.在其同名连锁店中以1美元的价格出售几乎所有商品，随着一系列商品的成本上升，该公司计划以略高的价格增加更多产品。</blockquote></p><p> The retailer said it plans to sell products at $1.25 and $1.50 or other prices slightly above $1 in some of its stores, expanding continuing tests selling at higher price points as supply-chain snarls, a tight labor market and inflation push costs higher. The discounter has experimented with selling items for $3 and $5 since 2019 in a shelf section labeled Dollar Tree Plus. Those tests continue in a few hundred of its around 7,900 Dollar Tree stores.</p><p><blockquote>该零售商表示，计划在部分商店以1.25美元和1.50美元或略高于1美元的其他价格销售产品，随着供应链混乱、劳动力市场紧张和通胀推高成本，扩大以更高价格销售的持续测试。自2019年以来，这家折扣店一直在一个名为Dollar Tree Plus的货架部分尝试以3美元和5美元的价格出售商品。这些测试在其约7,900家Dollar Tree商店中的数百家仍在继续。</blockquote></p><p> The addition of more above-$1 items is a response to rising costs and positive consumer feedback on tests so far, Michael Witynski, chief executive of Dollar Tree, said in an interview. “We recognize the need to make adjustments in the current economic environment,” he said, including “the pressure all of us are seeing on wages, freight and on our suppliers and cost increases.”</p><p><blockquote>Dollar Tree首席执行官迈克尔·维廷斯基(Michael Witynski)在接受采访时表示，增加更多1美元以上的商品是对成本上涨和迄今为止消费者对测试的积极反馈的回应。“我们认识到需要在当前的经济环境中做出调整，”他说，包括“我们所有人都看到的工资、运费和供应商的压力以及成本增加。”</blockquote></p><p> All stores with Dollar Tree Plus sections will get products at the above-$1 price points, as well as some legacy stores without the special section, said a company spokesman. He declined to share how many legacy stores will carry the products, saying it is over 30 locations.</p><p><blockquote>公司发言人表示，所有设有Dollar Tree Plus专区的商店以及一些没有特殊专区的传统商店都将以1美元以上的价格购买产品。他拒绝透露有多少传统商店将出售这些产品，称超过30家。</blockquote></p><p> With the above-$1 price point, Dollar Tree will be able to offer new products such as more frozen meat or seasonal items, said Mr. Witynski Tuesday. That could encourage shoppers to spend more per trip, he said.</p><p><blockquote>Witynski周二表示，凭借高于1美元的价格点，Dollar Tree将能够提供更多冷冻肉或季节性商品等新产品。他说，这可能会鼓励购物者每次旅行花费更多。</blockquote></p><p> For years some investors have clamored for Dollar Tree to boost profits&nbsp;by untethering itself from the $1 price point&nbsp;established when the company was founded in 1986. Many former and current executives see it as sacrosanct, a key reason shoppers gravitate to the store and the linchpin of simplified operating model that increases profits.</p><p><blockquote>多年来，一些投资者一直呼吁Dollar Tree通过摆脱1986年公司成立时设定的1美元价格点来提高利润。许多前任和现任高管认为这是神圣不可侵犯的，这是购物者被商店吸引的关键原因，也是简化运营模式增加利润的关键。</blockquote></p><p> In 2019, hedge fund Starboard Value LP dropped&nbsp;a planned proxy fight at Dollar Tree&nbsp;after the retailer showed openness to implementing some of the changes the hedge fund sought, which included testing higher price points to boost profits. This year, as prices rise for many products, calls from investors to “break the buck” have intensified.</p><p><blockquote>2019年，对冲基金Starboard Value LP放弃了在Dollar Tree进行的代理权争夺战，此前该零售商对实施对冲基金寻求的一些变革持开放态度，其中包括测试更高的价格点以提高利润。今年，随着不少产品价格上涨，投资者“砸钱”的评级愈演愈烈。</blockquote></p><p> As of Tuesday evening, Dollar Tree’s stock had fallen around 20% so far this year, while the S&amp;P 500 was up around 16%. Competitor Dollar General Corp.’s stock has risen around 2% so far this year.</p><p><blockquote>截至周二晚间，Dollar Tree的股价今年迄今已下跌约20%，而标普500则上涨约16%。竞争对手Dollar General Corp.的股价今年迄今已上涨约2%。</blockquote></p><p> Dollar Tree’s stock rose 6.3% in premarket trading Wednesday.</p><p><blockquote>Dollar Tree股价周三盘前交易中上涨6.3%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/dollar-tree-to-sell-more-items-above-1-as-costs-rise-11632918816?mod=hp_lista_pos2\">The Wall Street Journal</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":{"DLTR":"美元树公司"},"source_url":"https://www.wsj.com/articles/dollar-tree-to-sell-more-items-above-1-as-costs-rise-11632918816?mod=hp_lista_pos2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102408330","content_text":"Discount chain expanding earlier tests to boost prices, citing higher wage and freight costs\nDollar Tree plans to sell products at $1.25 and $1.50 or other prices slightly above $1 in some of its stores.\nDollar Tree Inc.,which sells nearly everything for a dollar in its namesake chain, plans to add more products at slightly higher prices as costs rise for a range of goods.\nThe retailer said it plans to sell products at $1.25 and $1.50 or other prices slightly above $1 in some of its stores, expanding continuing tests selling at higher price points as supply-chain snarls, a tight labor market and inflation push costs higher. The discounter has experimented with selling items for $3 and $5 since 2019 in a shelf section labeled Dollar Tree Plus. Those tests continue in a few hundred of its around 7,900 Dollar Tree stores.\nThe addition of more above-$1 items is a response to rising costs and positive consumer feedback on tests so far, Michael Witynski, chief executive of Dollar Tree, said in an interview. “We recognize the need to make adjustments in the current economic environment,” he said, including “the pressure all of us are seeing on wages, freight and on our suppliers and cost increases.”\nAll stores with Dollar Tree Plus sections will get products at the above-$1 price points, as well as some legacy stores without the special section, said a company spokesman. He declined to share how many legacy stores will carry the products, saying it is over 30 locations.\nWith the above-$1 price point, Dollar Tree will be able to offer new products such as more frozen meat or seasonal items, said Mr. Witynski Tuesday. That could encourage shoppers to spend more per trip, he said.\nFor years some investors have clamored for Dollar Tree to boost profits by untethering itself from the $1 price point established when the company was founded in 1986. Many former and current executives see it as sacrosanct, a key reason shoppers gravitate to the store and the linchpin of simplified operating model that increases profits.\nIn 2019, hedge fund Starboard Value LP dropped a planned proxy fight at Dollar Tree after the retailer showed openness to implementing some of the changes the hedge fund sought, which included testing higher price points to boost profits. This year, as prices rise for many products, calls from investors to “break the buck” have intensified.\nAs of Tuesday evening, Dollar Tree’s stock had fallen around 20% so far this year, while the S&P 500 was up around 16%. Competitor Dollar General Corp.’s stock has risen around 2% so far this year.\nDollar Tree’s stock rose 6.3% in premarket trading Wednesday.","news_type":1,"symbols_score_info":{"DLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868596953,"gmtCreate":1632668199972,"gmtModify":1632798687158,"author":{"id":"3581634953766636","authorId":"3581634953766636","name":"Waterbottle","avatar":"https://static.tigerbbs.com/c73e99195b539aab75e779f4237969cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581634953766636","idStr":"3581634953766636"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/868596953","repostId":"2170614896","repostType":4,"isVote":1,"tweetType":1,"viewCount":634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868954523,"gmtCreate":1632581528262,"gmtModify":1632655352685,"author":{"id":"3581634953766636","authorId":"3581634953766636","name":"Waterbottle","avatar":"https://static.tigerbbs.com/c73e99195b539aab75e779f4237969cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581634953766636","idStr":"3581634953766636"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/868954523","repostId":"1149730497","repostType":4,"isVote":1,"tweetType":1,"viewCount":799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":137223965,"gmtCreate":1622352355357,"gmtModify":1634102096705,"author":{"id":"3581634953766636","authorId":"3581634953766636","name":"Waterbottle","avatar":"https://static.tigerbbs.com/c73e99195b539aab75e779f4237969cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581634953766636","idStr":"3581634953766636"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/137223965","repostId":"2138948877","repostType":4,"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":868596953,"gmtCreate":1632668199972,"gmtModify":1632798687158,"author":{"id":"3581634953766636","authorId":"3581634953766636","name":"Waterbottle","avatar":"https://static.tigerbbs.com/c73e99195b539aab75e779f4237969cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581634953766636","idStr":"3581634953766636"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/868596953","repostId":"2170614896","repostType":4,"isVote":1,"tweetType":1,"viewCount":634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":817193651,"gmtCreate":1630915116873,"gmtModify":1631890808952,"author":{"id":"3581634953766636","authorId":"3581634953766636","name":"Waterbottle","avatar":"https://static.tigerbbs.com/c73e99195b539aab75e779f4237969cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581634953766636","idStr":"3581634953766636"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/817193651","repostId":"1131533711","repostType":4,"repost":{"id":"1131533711","kind":"news","pubTimestamp":1630914733,"share":"https://www.laohu8.com/m/news/1131533711?lang=zh_CN&edition=full","pubTime":"2021-09-06 15:52","market":"us","language":"en","title":"Pfizer booster likely to be OK’d by Sept. 20, but Moderna’s may lag, Fauci says<blockquote>福奇表示，辉瑞增强剂可能会在9月20日之前获得批准，但Moderna的可能会滞后</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1131533711","media":"MarketWatch","summary":"Fauci says delay in approving Moderna’s shot shouldn’t be long.\n\nThe Pfizer-BioNTech shot will likel","content":"<p>  <b>Fauci says delay in approving Moderna’s shot shouldn’t be long.</b>  The Pfizer-BioNTech shot will likely be the only COVID-19 vaccine booster available by Sept. 20, the Biden administration’s target date to begin offering them, but Dr. Anthony Fauci said Sunday that Moderna’s shot shouldn’t be too far behind.</p><p><blockquote><b>福奇表示，批准Moderna疫苗的延迟不会太久。</b>辉瑞-BioNTech疫苗可能是9月20日（拜登政府开始提供疫苗的目标日期）之前唯一可用的新冠肺炎疫苗加强剂，但安东尼·福奇博士周日表示，Moderna的疫苗应该不会落后太多。</blockquote></p><p> Speaking Sunday on CBS News’ “Face the Nation,” Fauci, the White House’s top pandemic adviser, said Moderna’s MRNA,+4.79%&nbsp;booster might not have approval from the Food and Drug Administration by that date.</p><p><blockquote>白宫疫情高级顾问福奇周日在哥伦比亚广播公司新闻的“面对全国”节目中表示，Moderna的MRNA，+4.79%助推器可能无法在该日期之前获得美国食品和药物管理局的批准。</blockquote></p><p> “We were hoping that we would get both the candidates, both products, Moderna and Pfizer, rolled out by the week of the 20th. It is conceivable that we will only have one of them out, but the other would likely follow soon thereafter,” Fauci told host Weijia Jiang.</p><p><blockquote>“我们希望在20日这一周之前推出Moderna和辉瑞这两种候选产品。可以想象，我们只会推出其中一种，但另一种可能很快就会推出，”福奇告诉主持人姜伟佳。</blockquote></p><p> Boosters for the general public have not won FDA approval yet, though the one from Pfizer PFE, and BioNTech BNTX,+1.76%&nbsp;appears to be on track. “Looks like Pfizer has their data in, likely would meet the deadline,” Fauci said. “We hope that Moderna would also be able to do it, so we could do it simultaneously.”</p><p><blockquote>面向公众的增强剂尚未获得FDA批准，尽管辉瑞PFE和BioNTech BNTX(+1.76%)的增强剂似乎已步入正轨。福奇说：“看起来辉瑞已经收到了他们的数据，很可能会在截止日期前完成。”“我们希望Moderna也能够做到这一点，这样我们就可以同时做到。”</blockquote></p><p> “But if not, we’ll do it sequentially,” he added. “So the bottom line is, very likely, at least part of the plan will be implemented, but ultimately the entire plan will be.” Fauci said any delay in approving Moderna’s shot would likely be “at most a couple of weeks.”</p><p><blockquote>“但如果没有，我们将按顺序进行，”他补充道。“因此，最重要的是，很可能至少部分计划会得到实施，但最终整个计划都会得到实施。”福奇表示，批准Moderna疫苗的任何延迟都可能“最多几周”。</blockquote></p><p> Officials have said those who got the Johnson &amp; Johnson JNJ,+0.06% vaccine will also likely need a booster, but no other details have been announced.</p><p><blockquote>官员们表示，那些接种了强生JNJ+0.06%疫苗的人也可能需要加强剂，但没有宣布其他细节。</blockquote></p><p> For now, Fauci said, fully vaccinated people should plan on getting a booster of whichever shot they were originally given. He said data on whether Americans could mix vaccines — getting a Pfizer booster after getting the original two-dose Moderna shots, for example — is currently being studied, and should be released to the public in the coming weeks.</p><p><blockquote>福奇说，目前，完全接种疫苗的人应该计划接种他们最初接种的任何疫苗的加强剂。他说，关于美国人是否可以混合疫苗的数据——例如，在接种最初的两剂Moderna疫苗后接种辉瑞加强疫苗——目前正在研究中，应该会在未来几周内向公众发布。</blockquote></p><p> The Biden administration has pushed for a Sept. 20 start date for fully vaccinated people to begin getting boosters, as long as it’s been at least eight months since they were vaccinated. Federal officials are worried that the effectiveness of the vaccines may decrease over time, and are looking to boosters to prevent another winter surge in new cases. The first round of boosters will go to people most at risk of the coronavirus.</p><p><blockquote>拜登政府一直在推动9月20日开始让完全接种疫苗的人开始接种加强剂，只要他们接种疫苗至少已经八个月了。联邦官员担心疫苗的有效性可能会随着时间的推移而下降，并正在寻找加强剂来防止冬季新病例的再次激增。第一轮加强剂将用于冠状病毒风险最高的人。</blockquote></p><p></p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pfizer booster likely to be OK’d by Sept. 20, but Moderna’s may lag, Fauci says<blockquote>福奇表示，辉瑞增强剂可能会在9月20日之前获得批准，但Moderna的可能会滞后</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\">\nPfizer booster likely to be OK’d by Sept. 20, but Moderna’s may lag, Fauci says<blockquote>福奇表示，辉瑞增强剂可能会在9月20日之前获得批准，但Moderna的可能会滞后</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-09-06 15:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>Fauci says delay in approving Moderna’s shot shouldn’t be long.</b>  The Pfizer-BioNTech shot will likely be the only COVID-19 vaccine booster available by Sept. 20, the Biden administration’s target date to begin offering them, but Dr. Anthony Fauci said Sunday that Moderna’s shot shouldn’t be too far behind.</p><p><blockquote><b>福奇表示，批准Moderna疫苗的延迟不会太久。</b>辉瑞-BioNTech疫苗可能是9月20日（拜登政府开始提供疫苗的目标日期）之前唯一可用的新冠肺炎疫苗加强剂，但安东尼·福奇博士周日表示，Moderna的疫苗应该不会落后太多。</blockquote></p><p> Speaking Sunday on CBS News’ “Face the Nation,” Fauci, the White House’s top pandemic adviser, said Moderna’s MRNA,+4.79%&nbsp;booster might not have approval from the Food and Drug Administration by that date.</p><p><blockquote>白宫疫情高级顾问福奇周日在哥伦比亚广播公司新闻的“面对全国”节目中表示，Moderna的MRNA，+4.79%助推器可能无法在该日期之前获得美国食品和药物管理局的批准。</blockquote></p><p> “We were hoping that we would get both the candidates, both products, Moderna and Pfizer, rolled out by the week of the 20th. It is conceivable that we will only have one of them out, but the other would likely follow soon thereafter,” Fauci told host Weijia Jiang.</p><p><blockquote>“我们希望在20日这一周之前推出Moderna和辉瑞这两种候选产品。可以想象，我们只会推出其中一种，但另一种可能很快就会推出，”福奇告诉主持人姜伟佳。</blockquote></p><p> Boosters for the general public have not won FDA approval yet, though the one from Pfizer PFE, and BioNTech BNTX,+1.76%&nbsp;appears to be on track. “Looks like Pfizer has their data in, likely would meet the deadline,” Fauci said. “We hope that Moderna would also be able to do it, so we could do it simultaneously.”</p><p><blockquote>面向公众的增强剂尚未获得FDA批准，尽管辉瑞PFE和BioNTech BNTX(+1.76%)的增强剂似乎已步入正轨。福奇说：“看起来辉瑞已经收到了他们的数据，很可能会在截止日期前完成。”“我们希望Moderna也能够做到这一点，这样我们就可以同时做到。”</blockquote></p><p> “But if not, we’ll do it sequentially,” he added. “So the bottom line is, very likely, at least part of the plan will be implemented, but ultimately the entire plan will be.” Fauci said any delay in approving Moderna’s shot would likely be “at most a couple of weeks.”</p><p><blockquote>“但如果没有，我们将按顺序进行，”他补充道。“因此，最重要的是，很可能至少部分计划会得到实施，但最终整个计划都会得到实施。”福奇表示，批准Moderna疫苗的任何延迟都可能“最多几周”。</blockquote></p><p> Officials have said those who got the Johnson &amp; Johnson JNJ,+0.06% vaccine will also likely need a booster, but no other details have been announced.</p><p><blockquote>官员们表示，那些接种了强生JNJ+0.06%疫苗的人也可能需要加强剂，但没有宣布其他细节。</blockquote></p><p> For now, Fauci said, fully vaccinated people should plan on getting a booster of whichever shot they were originally given. He said data on whether Americans could mix vaccines — getting a Pfizer booster after getting the original two-dose Moderna shots, for example — is currently being studied, and should be released to the public in the coming weeks.</p><p><blockquote>福奇说，目前，完全接种疫苗的人应该计划接种他们最初接种的任何疫苗的加强剂。他说，关于美国人是否可以混合疫苗的数据——例如，在接种最初的两剂Moderna疫苗后接种辉瑞加强疫苗——目前正在研究中，应该会在未来几周内向公众发布。</blockquote></p><p> The Biden administration has pushed for a Sept. 20 start date for fully vaccinated people to begin getting boosters, as long as it’s been at least eight months since they were vaccinated. Federal officials are worried that the effectiveness of the vaccines may decrease over time, and are looking to boosters to prevent another winter surge in new cases. The first round of boosters will go to people most at risk of the coronavirus.</p><p><blockquote>拜登政府一直在推动9月20日开始让完全接种疫苗的人开始接种加强剂，只要他们接种疫苗至少已经八个月了。联邦官员担心疫苗的有效性可能会随着时间的推移而下降，并正在寻找加强剂来防止冬季新病例的再次激增。第一轮加强剂将用于冠状病毒风险最高的人。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/pfizer-booster-likely-to-be-okd-by-sept-20-but-modernas-may-lag-fauci-says-11630881641?mod=economy-politics\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc.","JNJ":"强生","PFE":"辉瑞","BNTX":"BioNTech SE"},"source_url":"https://www.marketwatch.com/story/pfizer-booster-likely-to-be-okd-by-sept-20-but-modernas-may-lag-fauci-says-11630881641?mod=economy-politics","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1131533711","content_text":"Fauci says delay in approving Moderna’s shot shouldn’t be long.\n\nThe Pfizer-BioNTech shot will likely be the only COVID-19 vaccine booster available by Sept. 20, the Biden administration’s target date to begin offering them, but Dr. Anthony Fauci said Sunday that Moderna’s shot shouldn’t be too far behind.\nSpeaking Sunday on CBS News’ “Face the Nation,” Fauci, the White House’s top pandemic adviser, said Moderna’s MRNA,+4.79% booster might not have approval from the Food and Drug Administration by that date.\n“We were hoping that we would get both the candidates, both products, Moderna and Pfizer, rolled out by the week of the 20th. It is conceivable that we will only have one of them out, but the other would likely follow soon thereafter,” Fauci told host Weijia Jiang.\nBoosters for the general public have not won FDA approval yet, though the one from Pfizer PFE, and BioNTech BNTX,+1.76% appears to be on track. “Looks like Pfizer has their data in, likely would meet the deadline,” Fauci said. “We hope that Moderna would also be able to do it, so we could do it simultaneously.”\n“But if not, we’ll do it sequentially,” he added. “So the bottom line is, very likely, at least part of the plan will be implemented, but ultimately the entire plan will be.” Fauci said any delay in approving Moderna’s shot would likely be “at most a couple of weeks.”\nOfficials have said those who got the Johnson & Johnson JNJ,+0.06% vaccine will also likely need a booster, but no other details have been announced.\nFor now, Fauci said, fully vaccinated people should plan on getting a booster of whichever shot they were originally given. He said data on whether Americans could mix vaccines — getting a Pfizer booster after getting the original two-dose Moderna shots, for example — is currently being studied, and should be released to the public in the coming weeks.\nThe Biden administration has pushed for a Sept. 20 start date for fully vaccinated people to begin getting boosters, as long as it’s been at least eight months since they were vaccinated. Federal officials are worried that the effectiveness of the vaccines may decrease over time, and are looking to boosters to prevent another winter surge in new cases. The first round of boosters will go to people most at risk of the coronavirus.","news_type":1,"symbols_score_info":{"MRNA":0.9,"PFE":0.9,"JNJ":0.9,"BNTX":0.9}},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":137220158,"gmtCreate":1622352173574,"gmtModify":1634102098398,"author":{"id":"3581634953766636","authorId":"3581634953766636","name":"Waterbottle","avatar":"https://static.tigerbbs.com/c73e99195b539aab75e779f4237969cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581634953766636","idStr":"3581634953766636"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/137220158","repostId":"2138948877","repostType":4,"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145452748,"gmtCreate":1626240404384,"gmtModify":1633928704307,"author":{"id":"3581634953766636","authorId":"3581634953766636","name":"Waterbottle","avatar":"https://static.tigerbbs.com/c73e99195b539aab75e779f4237969cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581634953766636","idStr":"3581634953766636"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145452748","repostId":"2151560584","repostType":4,"isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832957126,"gmtCreate":1629569633165,"gmtModify":1631893290900,"author":{"id":"3581634953766636","authorId":"3581634953766636","name":"Waterbottle","avatar":"https://static.tigerbbs.com/c73e99195b539aab75e779f4237969cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581634953766636","idStr":"3581634953766636"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/832957126","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://www.laohu8.com/m/news/1151608193?lang=zh_CN&edition=full","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares半导体ETF较近期高点下跌超过6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中，芯片制造商受到的打击比大多数制造商都要严重。</blockquote></p><p> The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p><p><blockquote>iShares半导体ETF较近期高点下跌超过6%，而标普500、纳斯达克综合指数和道琼斯工业平均指数的跌幅为2%或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股值得买入？或者这个历史上周期性的行业是否会故技重施，进入持续下跌趋势，让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表，但如果您喜欢持有多年股票而不是租用几天，那么该集团是值得买入的。主要原因：“这次不一样。”</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>诚然，这些是投资中最可怕的词语之一。但芯片行业已经发生了如此大的变化，现在确实有所不同——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险，那你就是个傻瓜。我去看看那些。但首先，以下是该组织现在“更安全”的三个主要原因，以及过去几天我与之交谈的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>Impax Asset Management的投资组合经理David Winborne表示：“芯片行业的需求总是由产品周期驱动而繁荣和萧条。”<a href=\"https://laohu8.com/S/FBNC\">第一</a>个人电脑，然后是服务器，然后是电话。”但他表示，现在整个经济对芯片的需求已经扩大，因此长期增长情况更加可预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益“数字化”，从各个角度来看，终端市场需求更加多样化。将远程办公服务视为<a href=\"https://laohu8.com/S/ZM\">Zoom</a>看好该集团的Gabelli Funds投资组合经理兼科技分析师Hendi Susanto指出，在线购物、云服务、电动汽车、5G手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>Motley Fool芯片行业分析师John Rotonti表示：“现代数字经济的任何方面都离不开半导体。”“这意味着更多的芯片进入所有领域。长期需求是存在的。”</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p><p><blockquote>他不是在开玩笑。William Blair分析师Greg Scolaro预测，到2030年，芯片行业的收入将从2020年的4650亿美元翻一番，达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着你所听到的普遍供应短缺“可能要到明年年底才能得到解决”，他说<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师Vivek Arya。“这不仅仅是我们的观点，<a href=\"https://laohu8.com/S/AONE.U\">一</a>得到了大多数大客户的确认。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2.玩家已经巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上上下下，从设计到各种类型的设备生产商再到制造，行业参与者已经整合到罗通蒂·评级“赢得”的双头垄断或垄断中。</blockquote></p><p> In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p><p><blockquote>在芯片设计软件中，有Cadence Design Systems和Synopsys。在生产设备方面，公司在极紫外光刻（EUV）领域的ASML等专业领域占据主导地位。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好来赢得他们的利基或双头垄断地位。这使得投资者对它们很感兴趣。罗通蒂表示，整合还意味着参与者在定价和产能方面表现得更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所提升</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为，加上成本削减，意味着现在的盈利能力远高于历史水平。“过去几年，芯片制造的经济性有了很大改善，”温伯恩说。现金流或EBITDA利润率现在通常超过30%，而十年前还在20%左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere&amp;Co.的投资组合经理Lamar Villere指出，尽管芯片股的交易价格约为市场倍数，但它们看起来很便宜，因为它们是更好的公司。“他们的市盈率并不是泡沫。”</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>值得购买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近调查的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新的管理策略</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p><p><blockquote>尽管Thrivent的高级股票研究分析师Peter Karazeris有理由对该集团持谨慎态度（见下文），但他特别指出了两家公司，它们的业绩可能会因为在新管理层的领导下而得到提振：高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳健的盈利能力。高通最近受到了一次性问题的打击，例如德克萨斯州的恶劣天气导致生产中断，但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>正在从手机扩展到汽车、工业和物联网互联设备领域等新领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris还特别提到了Nvidia，该公司因其卓越的设计能力而从数据中心和游戏设备芯片需求中获得持续增长。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计，当像高通和英伟达这样的公司想要设计芯片时，他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool的Rotonti解释说，他们基于软件的设计工具帮助芯片创新者为他们的芯片创建蓝图，他挑出了这些名字。“他们不是世界上最快的种植者，但他们有很好的利润率。”他们也主宰着这个空间。</blockquote></p><p> <b>An EUV&nbsp;play</b></p><p><blockquote><b>EUV播放</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图放在硅上，台积电和三星等公司转向ASML。它的机器使用微小的光脉冲将芯片设计模板到硅片上，这一过程被称为极紫外光刻。“没有人知道如何做到这一点，”罗通蒂说。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说，它在供应做到这一点的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供应过剩</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多产品，这样就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne表示，希望到2025年生产70%的芯片，高于目前的5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>这里的结果是，有大量的政府支持来促进制造业——所以会有更多的支持。风险在于未来某个时候供应过剩。这也可能会推动芯片设备的购买，导致未来的平静，这可能会损害设备制造商的销售和利润趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来，像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计，这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair的Scolaro指出，使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流，但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>令人不安的信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人指数（PMI）在4月份达到顶峰，然后连续三个月减速。与此同时，芯片销售持续增长。在Thrivent跟踪这一指标的Karazeris指出，通常情况下，两者遵循相同的趋势。他将这种差异归因于库存建设，而库存建设的可持续性不如真实的终端市场需求。因此，他将这种背离视为芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器（DRAM）芯片定价的预测疲软。“这些通常是你在周期顶部而不是底部看到的事情，”卡拉泽里斯说。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但全球PMI放缓也有可能更多地反映了芯片短缺，而不是表明短缺并不真实（只是库存增加）。Leuthold经济学家兼策略师吉姆·保尔森(Jim Paulsen)表示：“这种分歧并不一定意味着芯片订单会滚动并死亡。这意味着芯片制造业必须迎头赶上。”</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如，福特刚刚宣布，由于芯片短缺，而不是潜在需求短缺，它不得不削减产量。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测，由于高储蓄率、就业和收入反弹以及被压抑的大件商品需求等因素，良好的经济增长是可持续的。如果他是对的，持续的经济实力将支持对所有使用芯片的产品的需求——包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</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\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-23 22:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares半导体ETF较近期高点下跌超过6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中，芯片制造商受到的打击比大多数制造商都要严重。</blockquote></p><p> The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p><p><blockquote>iShares半导体ETF较近期高点下跌超过6%，而标普500、纳斯达克综合指数和道琼斯工业平均指数的跌幅为2%或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股值得买入？或者这个历史上周期性的行业是否会故技重施，进入持续下跌趋势，让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表，但如果您喜欢持有多年股票而不是租用几天，那么该集团是值得买入的。主要原因：“这次不一样。”</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>诚然，这些是投资中最可怕的词语之一。但芯片行业已经发生了如此大的变化，现在确实有所不同——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险，那你就是个傻瓜。我去看看那些。但首先，以下是该组织现在“更安全”的三个主要原因，以及过去几天我与之交谈的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>Impax Asset Management的投资组合经理David Winborne表示：“芯片行业的需求总是由产品周期驱动而繁荣和萧条。”<a href=\"https://laohu8.com/S/FBNC\">第一</a>个人电脑，然后是服务器，然后是电话。”但他表示，现在整个经济对芯片的需求已经扩大，因此长期增长情况更加可预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益“数字化”，从各个角度来看，终端市场需求更加多样化。将远程办公服务视为<a href=\"https://laohu8.com/S/ZM\">Zoom</a>看好该集团的Gabelli Funds投资组合经理兼科技分析师Hendi Susanto指出，在线购物、云服务、电动汽车、5G手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>Motley Fool芯片行业分析师John Rotonti表示：“现代数字经济的任何方面都离不开半导体。”“这意味着更多的芯片进入所有领域。长期需求是存在的。”</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p><p><blockquote>他不是在开玩笑。William Blair分析师Greg Scolaro预测，到2030年，芯片行业的收入将从2020年的4650亿美元翻一番，达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着你所听到的普遍供应短缺“可能要到明年年底才能得到解决”，他说<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师Vivek Arya。“这不仅仅是我们的观点，<a href=\"https://laohu8.com/S/AONE.U\">一</a>得到了大多数大客户的确认。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2.玩家已经巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上上下下，从设计到各种类型的设备生产商再到制造，行业参与者已经整合到罗通蒂·评级“赢得”的双头垄断或垄断中。</blockquote></p><p> In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p><p><blockquote>在芯片设计软件中，有Cadence Design Systems和Synopsys。在生产设备方面，公司在极紫外光刻（EUV）领域的ASML等专业领域占据主导地位。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好来赢得他们的利基或双头垄断地位。这使得投资者对它们很感兴趣。罗通蒂表示，整合还意味着参与者在定价和产能方面表现得更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所提升</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为，加上成本削减，意味着现在的盈利能力远高于历史水平。“过去几年，芯片制造的经济性有了很大改善，”温伯恩说。现金流或EBITDA利润率现在通常超过30%，而十年前还在20%左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere&amp;Co.的投资组合经理Lamar Villere指出，尽管芯片股的交易价格约为市场倍数，但它们看起来很便宜，因为它们是更好的公司。“他们的市盈率并不是泡沫。”</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>值得购买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近调查的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新的管理策略</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p><p><blockquote>尽管Thrivent的高级股票研究分析师Peter Karazeris有理由对该集团持谨慎态度（见下文），但他特别指出了两家公司，它们的业绩可能会因为在新管理层的领导下而得到提振：高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳健的盈利能力。高通最近受到了一次性问题的打击，例如德克萨斯州的恶劣天气导致生产中断，但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>正在从手机扩展到汽车、工业和物联网互联设备领域等新领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris还特别提到了Nvidia，该公司因其卓越的设计能力而从数据中心和游戏设备芯片需求中获得持续增长。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计，当像高通和英伟达这样的公司想要设计芯片时，他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool的Rotonti解释说，他们基于软件的设计工具帮助芯片创新者为他们的芯片创建蓝图，他挑出了这些名字。“他们不是世界上最快的种植者，但他们有很好的利润率。”他们也主宰着这个空间。</blockquote></p><p> <b>An EUV&nbsp;play</b></p><p><blockquote><b>EUV播放</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图放在硅上，台积电和三星等公司转向ASML。它的机器使用微小的光脉冲将芯片设计模板到硅片上，这一过程被称为极紫外光刻。“没有人知道如何做到这一点，”罗通蒂说。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说，它在供应做到这一点的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供应过剩</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多产品，这样就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne表示，希望到2025年生产70%的芯片，高于目前的5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>这里的结果是，有大量的政府支持来促进制造业——所以会有更多的支持。风险在于未来某个时候供应过剩。这也可能会推动芯片设备的购买，导致未来的平静，这可能会损害设备制造商的销售和利润趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来，像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计，这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair的Scolaro指出，使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流，但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>令人不安的信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人指数（PMI）在4月份达到顶峰，然后连续三个月减速。与此同时，芯片销售持续增长。在Thrivent跟踪这一指标的Karazeris指出，通常情况下，两者遵循相同的趋势。他将这种差异归因于库存建设，而库存建设的可持续性不如真实的终端市场需求。因此，他将这种背离视为芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器（DRAM）芯片定价的预测疲软。“这些通常是你在周期顶部而不是底部看到的事情，”卡拉泽里斯说。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但全球PMI放缓也有可能更多地反映了芯片短缺，而不是表明短缺并不真实（只是库存增加）。Leuthold经济学家兼策略师吉姆·保尔森(Jim Paulsen)表示：“这种分歧并不一定意味着芯片订单会滚动并死亡。这意味着芯片制造业必须迎头赶上。”</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如，福特刚刚宣布，由于芯片短缺，而不是潜在需求短缺，它不得不削减产量。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测，由于高储蓄率、就业和收入反弹以及被压抑的大件商品需求等因素，良好的经济增长是可持续的。如果他是对的，持续的经济实力将支持对所有使用芯片的产品的需求——包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOXX":"iShares费城交易所半导体ETF","GOOGL":"谷歌A","GOOG":"谷歌","SNPS":"新思科技","TSM":"台积电","AAPL":"苹果","NVDA":"英伟达","SSNLF":"三星电子","ON":"安森美半导体","CDNS":"铿腾电子","AMZN":"亚马逊","ASML":"阿斯麦","QCOM":"高通"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1,"symbols_score_info":{"QCOM":0.9,"CDNS":0.9,"GOOGL":0.9,"ON":0.9,"SSNLF":0.9,"AMZN":0.9,"ASML":0.9,"SNPS":0.9,"SOXX":0.9,"TSM":0.9,"AAPL":0.9,"NVDA":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888246153,"gmtCreate":1631502414272,"gmtModify":1631890808898,"author":{"id":"3581634953766636","authorId":"3581634953766636","name":"Waterbottle","avatar":"https://static.tigerbbs.com/c73e99195b539aab75e779f4237969cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581634953766636","idStr":"3581634953766636"},"themes":[],"htmlText":"&nbsp;Hi","listText":"&nbsp;Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/888246153","repostId":"2166303094","repostType":4,"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818833807,"gmtCreate":1630393613109,"gmtModify":1704959606623,"author":{"id":"3581634953766636","authorId":"3581634953766636","name":"Waterbottle","avatar":"https://static.tigerbbs.com/c73e99195b539aab75e779f4237969cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581634953766636","idStr":"3581634953766636"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/818833807","repostId":"2163183878","repostType":4,"repost":{"id":"2163183878","kind":"highlight","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1630392924,"share":"https://www.laohu8.com/m/news/2163183878?lang=zh_CN&edition=full","pubTime":"2021-08-31 14:55","market":"us","language":"en","title":"This Meme Stock Just Raced Past GameStop As The New Money Machine<blockquote>这只模因股票刚刚超越游戏驿站成为新的赚钱机器</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2163183878","media":"Investors","summary":"Still think GameStop is the moneymaking Meme-stock to own? That's so January. The crowd has moved on to a new darling outside the S&P 500.","content":"<p>Still think <b>GameStop</b> is the moneymaking Meme-stock to own? That's so January; the crowd has moved on.</p><p><blockquote>还在想<b>游戏驿站</b>值得拥有赚钱的模因股票吗？那是一月。人群已经离开了。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/SPRT\">Support.com</a></b> erupted out of nowhere this month and is suddenly stealing the Reddit-crowd's affection. And for good reason: It's fast pushing GameStop aside. Shares of Support.com are up 1,583% just this year. That puts it ahead of the still-impressive 1,041% year-to-date rise of GameStop.</p><p><blockquote><b><a href=\"https://laohu8.com/S/SPRT\">Support.com</a></b>本月不知从哪里冒出来，突然偷走了Reddit人群的喜爱。理由很充分：它正在迅速将游戏驿站推到一边。仅今年一年，Support.com的股价就上涨了1,583%。这使其领先于游戏驿站今年迄今仍令人印象深刻的1,041%的涨幅。</blockquote></p><p> Just Monday, SPRT stock is up 9.78, or nearly 40%, to 36.10. Shares are up more than 200%, just in the past month.</p><p><blockquote>就在周一，SPRT股价上涨9.78点，即近40%，至36.10点。仅在过去一个月内，股价就上涨了200%以上。</blockquote></p><p> And now, Support.com is the No. 2 top stock among all the stocks in S&amp;P 1500 and S&amp;P Completion indexes this year. And it's making a run at the No. 1 spot still hung onto by <b>AMC Entertainment</b> with its 2,017% gain this year.</p><p><blockquote>现在，Support.com是今年标准普尔1500指数和标准普尔完成指数所有股票中排名第二的股票。它正在争夺仍然保持的第一名<b>AMC院线</b>今年以来，它的涨幅为2,017%。</blockquote></p><p> And that difference is adding up to real money. Had you plunked down $10,000 on Support.com in January, it would now be worth $168,319. That's already nearly 50% more than you would have made in that time on GameStop. And it's only 25% shy of the $211,698 you'd have if you owned AMC Entertainment.</p><p><blockquote>这种差异加起来就是真金白银。如果您一月份在Support.com上投入10,000美元，那么现在它的价值将达到168,319美元。这已经比你当时在游戏驿站上赚的钱多了近50%。它仅比您拥有AMC院线的211,698美元低25%。</blockquote></p><p> <h2>Support.com Comes Out Of Nowhere</h2> What is Support.com? It's a tiny $638 million in market value company that provides tech support for employees who work from home. Yes, they're the people who tell you to reboot your computer when your email isn't working.</p><p><blockquote><h2>Support.com突然冒出来</h2>什么是Support.com？这是一家市值6.38亿美元的小公司，为在家工作的员工提供技术支持。是的，当你的电子邮件不工作时，他们会告诉你重启电脑。</blockquote></p><p> And this is certainly not a company on Wall Street's radar. There are no current analysts following the stock, says S&amp;P Global Market Intelligence. That means there are no valid earnings or revenue estimates, much less a price target.</p><p><blockquote>这当然不是华尔街关注的公司。标准普尔全球市场情报表示，目前没有分析师关注该股。这意味着没有有效的盈利或收入估计，更不用说价格目标了。</blockquote></p><p> The company reported having total assets of $46 million and liabilities of $5.7 million at the end of the last quarter in June. And during the period, it reported a net loss of $799,000 on revenue of nearly $8 million. Keep in mind, it made $617,000 in the same year-ago period on 33% higher revenue.</p><p><blockquote>该公司报告称，截至6月份最后一个季度末，总资产为4600万美元，负债为570万美元。在此期间，该公司报告净亏损799,000美元，收入近800万美元。请记住，去年同期该公司的收入增长了33%，收入为617,000美元。</blockquote></p><p> The company is due to report its next quarterly results on Nov. 12. It's not in any major market indices, such as the S&amp;P Small Cap 600, much less the S&amp;P 500.</p><p><blockquote>该公司将于11月12日公布下一季度业绩。它不在任何主要市场指数中，例如标准普尔小型股600指数，更不用说标普500了。</blockquote></p><p> <h2>What's The Draw Of Support.com?</h2> Investors are looking to Support.com as the latest opportunity to rush into a stock with heavy short interest and run it up.</p><p><blockquote><h2>Support.com有什么吸引力？</h2>投资者将Support.com视为买入空头兴趣浓厚的股票并将其上涨的最新机会。</blockquote></p><p> More than 25% of Support.com's shares outstanding are still in the hands of short-sellers. That's much higher than the 18% of AMC Entertainment shares being shorted and just 10% of GameStop.</p><p><blockquote>Support.com超过25%的流通股仍掌握在卖空者手中。这远高于AMC院线18%的股票被做空，游戏驿站仅10%的股票被做空。</blockquote></p><p> When a stock is heavily shorted like Support.com, bearish investors borrow the stock and sell the shares. But if the stock rises, these shorts are forced to buy the shares back. If they don't, they face unlimited losses. The scramble by nervous shorts to buy the stock can cause an explosive rally.</p><p><blockquote>当像Support.com这样的股票被严重做空时，看跌投资者会借入该股票并出售该股票。但如果股票上涨，这些空头就会被迫回购股票。如果不这样做，他们将面临无限的损失。紧张的空头争相购买该股可能会导致爆炸性反弹。</blockquote></p><p> Savvy investors know to look for growth companies with solid fundamentals and stock action. That is not Support.com. But investors are enjoying the ride for now.</p><p><blockquote>精明的投资者知道要寻找具有坚实基本面和股票走势的成长型公司。那不是Support.com。但投资者目前正在享受这一过程。</blockquote></p><p> <h2>Which Stocks Turned $10,000 Into The Biggest Gains?</h2> <i>S&amp;P 1500 and Completion Index stocks up the most this year so far</i></p><p><blockquote><h2>哪些股票将10,000美元转化为最大收益？</h2><i>标准普尔1500指数和竣工指数股票今年迄今为止涨幅最大</i></blockquote></p><p> <table>  <thead>   <tr>    <th>Company</th>    <th>Symbol</th>    <th>Stock YTD % ch.</th>    <th>What $10,000 invested this year is worth now</th>   </tr>  </thead>  <tbody>   <tr>    <td><b>AMC Entertainment</b></td>    <td></td>    <td><b>2,019.3%</b></td>    <td><b>$211,934</b></td>   </tr>   <tr>    <td>Support.com</td>    <td></td>    <td>1,560.5%</td>    <td>$166,045</td>   </tr>   <tr>    <td>GameStop</td>    <td></td>    <td>1,039.4%</td>    <td>$113,941</td>   </tr>   <tr>    <td>Vertex Energy</td>    <td></td>    <td>924.9%</td>    <td>$102,487</td>   </tr>   <tr>    <td>Cassava Sciences</td>    <td></td>    <td>666.1%</td>    <td>$76,613</td>   </tr>  </tbody> </table> <h5>Sources: IBD, S&amp;P Global Market Intelligence</h5></p><p><blockquote><table><thead><tr><th>公司</th><th>象征</th><th>股票年初至今%ch。</th><th>今年投资的10,000美元现在值多少钱</th></tr></thead><tbody><tr><td><b>AMC院线</b></td><td></td><td><b>2,019.3%</b></td><td><b>$211,934</b></td></tr><tr><td>Support.com</td><td></td><td>1,560.5%</td><td>$166,045</td></tr><tr><td>游戏驿站</td><td></td><td>1,039.4%</td><td>$113,941</td></tr><tr><td>顶点能量</td><td></td><td>924.9%</td><td>$102,487</td></tr><tr><td>木薯科学</td><td></td><td>666.1%</td><td>$76,613</td></tr></tbody></table><h5>资料来源：IBD、标准普尔全球市场情报</h5></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis Meme Stock Just Raced Past GameStop As The New Money Machine<blockquote>这只模因股票刚刚超越游戏驿站成为新的赚钱机器</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time smaller\">2021-08-31 14:55</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Still think <b>GameStop</b> is the moneymaking Meme-stock to own? That's so January; the crowd has moved on.</p><p><blockquote>还在想<b>游戏驿站</b>值得拥有赚钱的模因股票吗？那是一月。人群已经离开了。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/SPRT\">Support.com</a></b> erupted out of nowhere this month and is suddenly stealing the Reddit-crowd's affection. And for good reason: It's fast pushing GameStop aside. Shares of Support.com are up 1,583% just this year. That puts it ahead of the still-impressive 1,041% year-to-date rise of GameStop.</p><p><blockquote><b><a href=\"https://laohu8.com/S/SPRT\">Support.com</a></b>本月不知从哪里冒出来，突然偷走了Reddit人群的喜爱。理由很充分：它正在迅速将游戏驿站推到一边。仅今年一年，Support.com的股价就上涨了1,583%。这使其领先于游戏驿站今年迄今仍令人印象深刻的1,041%的涨幅。</blockquote></p><p> Just Monday, SPRT stock is up 9.78, or nearly 40%, to 36.10. Shares are up more than 200%, just in the past month.</p><p><blockquote>就在周一，SPRT股价上涨9.78点，即近40%，至36.10点。仅在过去一个月内，股价就上涨了200%以上。</blockquote></p><p> And now, Support.com is the No. 2 top stock among all the stocks in S&amp;P 1500 and S&amp;P Completion indexes this year. And it's making a run at the No. 1 spot still hung onto by <b>AMC Entertainment</b> with its 2,017% gain this year.</p><p><blockquote>现在，Support.com是今年标准普尔1500指数和标准普尔完成指数所有股票中排名第二的股票。它正在争夺仍然保持的第一名<b>AMC院线</b>今年以来，它的涨幅为2,017%。</blockquote></p><p> And that difference is adding up to real money. Had you plunked down $10,000 on Support.com in January, it would now be worth $168,319. That's already nearly 50% more than you would have made in that time on GameStop. And it's only 25% shy of the $211,698 you'd have if you owned AMC Entertainment.</p><p><blockquote>这种差异加起来就是真金白银。如果您一月份在Support.com上投入10,000美元，那么现在它的价值将达到168,319美元。这已经比你当时在游戏驿站上赚的钱多了近50%。它仅比您拥有AMC院线的211,698美元低25%。</blockquote></p><p> <h2>Support.com Comes Out Of Nowhere</h2> What is Support.com? It's a tiny $638 million in market value company that provides tech support for employees who work from home. Yes, they're the people who tell you to reboot your computer when your email isn't working.</p><p><blockquote><h2>Support.com突然冒出来</h2>什么是Support.com？这是一家市值6.38亿美元的小公司，为在家工作的员工提供技术支持。是的，当你的电子邮件不工作时，他们会告诉你重启电脑。</blockquote></p><p> And this is certainly not a company on Wall Street's radar. There are no current analysts following the stock, says S&amp;P Global Market Intelligence. That means there are no valid earnings or revenue estimates, much less a price target.</p><p><blockquote>这当然不是华尔街关注的公司。标准普尔全球市场情报表示，目前没有分析师关注该股。这意味着没有有效的盈利或收入估计，更不用说价格目标了。</blockquote></p><p> The company reported having total assets of $46 million and liabilities of $5.7 million at the end of the last quarter in June. And during the period, it reported a net loss of $799,000 on revenue of nearly $8 million. Keep in mind, it made $617,000 in the same year-ago period on 33% higher revenue.</p><p><blockquote>该公司报告称，截至6月份最后一个季度末，总资产为4600万美元，负债为570万美元。在此期间，该公司报告净亏损799,000美元，收入近800万美元。请记住，去年同期该公司的收入增长了33%，收入为617,000美元。</blockquote></p><p> The company is due to report its next quarterly results on Nov. 12. It's not in any major market indices, such as the S&amp;P Small Cap 600, much less the S&amp;P 500.</p><p><blockquote>该公司将于11月12日公布下一季度业绩。它不在任何主要市场指数中，例如标准普尔小型股600指数，更不用说标普500了。</blockquote></p><p> <h2>What's The Draw Of Support.com?</h2> Investors are looking to Support.com as the latest opportunity to rush into a stock with heavy short interest and run it up.</p><p><blockquote><h2>Support.com有什么吸引力？</h2>投资者将Support.com视为买入空头兴趣浓厚的股票并将其上涨的最新机会。</blockquote></p><p> More than 25% of Support.com's shares outstanding are still in the hands of short-sellers. That's much higher than the 18% of AMC Entertainment shares being shorted and just 10% of GameStop.</p><p><blockquote>Support.com超过25%的流通股仍掌握在卖空者手中。这远高于AMC院线18%的股票被做空，游戏驿站仅10%的股票被做空。</blockquote></p><p> When a stock is heavily shorted like Support.com, bearish investors borrow the stock and sell the shares. But if the stock rises, these shorts are forced to buy the shares back. If they don't, they face unlimited losses. The scramble by nervous shorts to buy the stock can cause an explosive rally.</p><p><blockquote>当像Support.com这样的股票被严重做空时，看跌投资者会借入该股票并出售该股票。但如果股票上涨，这些空头就会被迫回购股票。如果不这样做，他们将面临无限的损失。紧张的空头争相购买该股可能会导致爆炸性反弹。</blockquote></p><p> Savvy investors know to look for growth companies with solid fundamentals and stock action. That is not Support.com. But investors are enjoying the ride for now.</p><p><blockquote>精明的投资者知道要寻找具有坚实基本面和股票走势的成长型公司。那不是Support.com。但投资者目前正在享受这一过程。</blockquote></p><p> <h2>Which Stocks Turned $10,000 Into The Biggest Gains?</h2> <i>S&amp;P 1500 and Completion Index stocks up the most this year so far</i></p><p><blockquote><h2>哪些股票将10,000美元转化为最大收益？</h2><i>标准普尔1500指数和竣工指数股票今年迄今为止涨幅最大</i></blockquote></p><p> <table>  <thead>   <tr>    <th>Company</th>    <th>Symbol</th>    <th>Stock YTD % ch.</th>    <th>What $10,000 invested this year is worth now</th>   </tr>  </thead>  <tbody>   <tr>    <td><b>AMC Entertainment</b></td>    <td></td>    <td><b>2,019.3%</b></td>    <td><b>$211,934</b></td>   </tr>   <tr>    <td>Support.com</td>    <td></td>    <td>1,560.5%</td>    <td>$166,045</td>   </tr>   <tr>    <td>GameStop</td>    <td></td>    <td>1,039.4%</td>    <td>$113,941</td>   </tr>   <tr>    <td>Vertex Energy</td>    <td></td>    <td>924.9%</td>    <td>$102,487</td>   </tr>   <tr>    <td>Cassava Sciences</td>    <td></td>    <td>666.1%</td>    <td>$76,613</td>   </tr>  </tbody> </table> <h5>Sources: IBD, S&amp;P Global Market Intelligence</h5></p><p><blockquote><table><thead><tr><th>公司</th><th>象征</th><th>股票年初至今%ch。</th><th>今年投资的10,000美元现在值多少钱</th></tr></thead><tbody><tr><td><b>AMC院线</b></td><td></td><td><b>2,019.3%</b></td><td><b>$211,934</b></td></tr><tr><td>Support.com</td><td></td><td>1,560.5%</td><td>$166,045</td></tr><tr><td>游戏驿站</td><td></td><td>1,039.4%</td><td>$113,941</td></tr><tr><td>顶点能量</td><td></td><td>924.9%</td><td>$102,487</td></tr><tr><td>木薯科学</td><td></td><td>666.1%</td><td>$76,613</td></tr></tbody></table><h5>资料来源：IBD、标准普尔全球市场情报</h5></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NGD":"New Gold","SPRT":"Support.com","GME":"游戏驿站"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2163183878","content_text":"Still think GameStop is the moneymaking Meme-stock to own? That's so January; the crowd has moved on.\nSupport.com erupted out of nowhere this month and is suddenly stealing the Reddit-crowd's affection. And for good reason: It's fast pushing GameStop aside. Shares of Support.com are up 1,583% just this year. That puts it ahead of the still-impressive 1,041% year-to-date rise of GameStop.\nJust Monday, SPRT stock is up 9.78, or nearly 40%, to 36.10. Shares are up more than 200%, just in the past month.\nAnd now, Support.com is the No. 2 top stock among all the stocks in S&P 1500 and S&P Completion indexes this year. And it's making a run at the No. 1 spot still hung onto by AMC Entertainment with its 2,017% gain this year.\nAnd that difference is adding up to real money. Had you plunked down $10,000 on Support.com in January, it would now be worth $168,319. That's already nearly 50% more than you would have made in that time on GameStop. And it's only 25% shy of the $211,698 you'd have if you owned AMC Entertainment.\nSupport.com Comes Out Of Nowhere\nWhat is Support.com? It's a tiny $638 million in market value company that provides tech support for employees who work from home. Yes, they're the people who tell you to reboot your computer when your email isn't working.\nAnd this is certainly not a company on Wall Street's radar. There are no current analysts following the stock, says S&P Global Market Intelligence. That means there are no valid earnings or revenue estimates, much less a price target.\nThe company reported having total assets of $46 million and liabilities of $5.7 million at the end of the last quarter in June. And during the period, it reported a net loss of $799,000 on revenue of nearly $8 million. Keep in mind, it made $617,000 in the same year-ago period on 33% higher revenue.\nThe company is due to report its next quarterly results on Nov. 12. It's not in any major market indices, such as the S&P Small Cap 600, much less the S&P 500.\nWhat's The Draw Of Support.com?\nInvestors are looking to Support.com as the latest opportunity to rush into a stock with heavy short interest and run it up.\nMore than 25% of Support.com's shares outstanding are still in the hands of short-sellers. That's much higher than the 18% of AMC Entertainment shares being shorted and just 10% of GameStop.\nWhen a stock is heavily shorted like Support.com, bearish investors borrow the stock and sell the shares. But if the stock rises, these shorts are forced to buy the shares back. If they don't, they face unlimited losses. The scramble by nervous shorts to buy the stock can cause an explosive rally.\nSavvy investors know to look for growth companies with solid fundamentals and stock action. That is not Support.com. But investors are enjoying the ride for now.\nWhich Stocks Turned $10,000 Into The Biggest Gains?\nS&P 1500 and Completion Index stocks up the most this year so far\n\n\n\nCompany\nSymbol\nStock YTD % ch.\nWhat $10,000 invested this year is worth now\n\n\n\n\nAMC Entertainment\n\n2,019.3%\n$211,934\n\n\nSupport.com\n\n1,560.5%\n$166,045\n\n\nGameStop\n\n1,039.4%\n$113,941\n\n\nVertex Energy\n\n924.9%\n$102,487\n\n\nCassava Sciences\n\n666.1%\n$76,613\n\n\n\nSources: IBD, S&P Global Market Intelligence","news_type":1,"symbols_score_info":{"JE":0.9,"GME":0.9,"NGD":0.9,"SPRT":0.9}},"isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819873556,"gmtCreate":1630059317075,"gmtModify":1704955321774,"author":{"id":"3581634953766636","authorId":"3581634953766636","name":"Waterbottle","avatar":"https://static.tigerbbs.com/c73e99195b539aab75e779f4237969cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581634953766636","idStr":"3581634953766636"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/819873556","repostId":"1114650173","repostType":4,"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833849701,"gmtCreate":1629220312203,"gmtModify":1633686454371,"author":{"id":"3581634953766636","authorId":"3581634953766636","name":"Waterbottle","avatar":"https://static.tigerbbs.com/c73e99195b539aab75e779f4237969cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581634953766636","idStr":"3581634953766636"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/833849701","repostId":"2160420761","repostType":4,"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898844109,"gmtCreate":1628487883401,"gmtModify":1633746745755,"author":{"id":"3581634953766636","authorId":"3581634953766636","name":"Waterbottle","avatar":"https://static.tigerbbs.com/c73e99195b539aab75e779f4237969cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581634953766636","idStr":"3581634953766636"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/898844109","repostId":"2157492988","repostType":4,"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165388271,"gmtCreate":1624095903293,"gmtModify":1634010730843,"author":{"id":"3581634953766636","authorId":"3581634953766636","name":"Waterbottle","avatar":"https://static.tigerbbs.com/c73e99195b539aab75e779f4237969cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581634953766636","idStr":"3581634953766636"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/165388271","repostId":"1113942445","repostType":4,"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":824886842,"gmtCreate":1634301987088,"gmtModify":1634301987272,"author":{"id":"3581634953766636","authorId":"3581634953766636","name":"Waterbottle","avatar":"https://static.tigerbbs.com/c73e99195b539aab75e779f4237969cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581634953766636","idStr":"3581634953766636"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/824886842","repostId":"1122645691","repostType":4,"repost":{"id":"1122645691","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":1634301436,"share":"https://www.laohu8.com/m/news/1122645691?lang=zh_CN&edition=full","pubTime":"2021-10-15 20:37","market":"us","language":"en","title":"Toplines Before US Market Open on Friday<blockquote>周五美国市场开盘前的营收</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122645691","media":"Tiger Newspress","summary":"U.S. stock futures edged higher on Friday and pointed to weekly gains for major indexes, after resul","content":"<p>U.S. stock futures edged higher on Friday and pointed to weekly gains for major indexes, after results from Goldman Sachs&nbsp;and&nbsp;retail sales data.</p><p><blockquote>在高盛公布业绩和零售销售数据后，美国股指期货周五小幅走高，主要股指每周上涨。</blockquote></p><p> At 08:35 a.m. ET, Dow e-minis were up 188 points, or 0.54%, S&amp;P 500 e-minis were up 19.25 points, or 0.43%, and Nasdaq 100 e-minis were up 52.5 points, or 0.35%.</p><p><blockquote>截至美国东部时间上午08:35，道指e-minis上涨188点，涨幅0.54%，标普500 e-minis上涨19.25点，涨幅0.43%，纳斯达克100 e-minis上涨52.5点，涨幅0.35%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8eb8e4448c14bc75ba9cf20cd469b47d\" tg-width=\"404\" tg-height=\"184\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Goldman Sachs crushed analysts’ estimates on strong investment banking and trading results.The&nbsp;shares rose more&nbsp;than 2%&nbsp;in premarket trading.</p><p><blockquote>高盛打破了分析师对强劲投资银行和交易业绩的预期。该股在盘前交易中上涨超过2%。</blockquote></p><p> Strong results from a clutch of banks, including Citigroup&nbsp;and Morgan Stanley, propelled the S&amp;P 500&nbsp;to its biggest daily percentage gain since early March on Thursday, while data on the labor market and inflation eased fears over the outlook for higher rates.</p><p><blockquote>包括花旗集团和摩根士丹利在内的一批银行的强劲业绩推动标普500周四创下3月初以来的最大单日百分比涨幅，而劳动力市场和通胀数据缓解了人们对加息前景的担忧。</blockquote></p><p> U.S. retail sales climb 0.7% in September, above forecast.Consumers spent at a much faster pace than expected in September, defying expectation for a pullback, the Census Bureau reported Friday.</p><p><blockquote>美国9月份零售额增长0.7%，高于预期。人口普查局周五报告称，9月份消费者支出速度远快于预期，出乎预期。</blockquote></p><p> Retail sales for the month increased 0.7%, against the Dow Jones estimate for a decline of 0.2%. Excluding auto-related sales, the number rose 0.8%, better than the 0.5% forecast.</p><p><blockquote>本月零售额增长0.7%，而道琼斯预期为下降0.2%。不包括汽车相关销售，该数字增长0.8%，好于0.5%的预期。</blockquote></p><p> <b>Stocks making the biggest moves premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <b>Moderna(MRNA)</b> – Moderna added 3.3% in premarket trading after rising 3.2% yesterday, following an FDA panel recommendation for a booster dose of its Covid-19 vaccine. The panel recommended approval of a booster for people 65 and over as well as those at high risk.</p><p><blockquote><b>现代（MRNA）</b>-Moderna在昨天上涨3.2%后，在FDA小组建议其Covid-19疫苗加强剂量后，在盘前交易中上涨3.3%。该小组建议批准65岁及以上人群以及高危人群使用加强剂。</blockquote></p><p> <b>Virgin Galactic(SPCE)</b> – Virgin Galactic shares tumbled 17.5% in the premarket after it said it would delay the launch of its commercial space service to the fourth quarter of 2022 from the third quarter. The company is taking the extra time to work on improvements to its space vehicles.</p><p><blockquote><b>维珍银河(SPCE)</b>-维珍银河表示将把商业太空服务的推出从第三季度推迟到2022年第四季度，该公司股价盘前暴跌17.5%。该公司正在花额外的时间改进其太空飞行器。</blockquote></p><p> <b>TSMC(TSM)</b>&nbsp;–&nbsp;TSMC stock surged about 2% in premarket trading&nbsp;after&nbsp;Japan&nbsp;planning to subsidize&nbsp;TSMC plant.The world's leading contract chipmaker announced Thursday that it will build its first-ever Japanese plant, responding to years of calls by the Ministry of Economy, Trade and Industry to set up shop.</p><p><blockquote><b>台积电(TSM)</b>-日本计划补贴台积电工厂后，台积电股价在盘前交易中飙升约2%。这家全球领先的合同芯片制造商周四宣布，将在日本建造第一家工厂，以回应经济产业省多年来对开设工厂的评级。</blockquote></p><p> <b>Nio(NIO)</b>&nbsp;–&nbsp;Nio stock rose nearly&nbsp;2% in premarket trading.The&nbsp;chinese electric vehicle maker&nbsp;said it would double the capacity of its Hefei plant to 240,000 vehicles a year, up from 120,000 units.</p><p><blockquote><b>蔚来(蔚来)</b>-蔚来股价在盘前交易中上涨近2%。这家中国电动汽车制造商表示，将把合肥工厂的产能从12万辆提高到24万辆。</blockquote></p><p> <b>fuboTV(FUBO)</b> – fuboTV’s Sportsbook unit struck a deal with Nascar to become the racing circuit’s authorized gaming operator. fuboTV shares added 2.2% in premarket trading.</p><p><blockquote><b>fuboTV（富博）</b>-fuboTV的体育博彩部门与Nascar达成协议，成为赛道的授权游戏运营商。fuboTV股价在盘前交易中上涨2.2%。</blockquote></p><p> <b>Alcoa(AA)</b> – Alcoa reported an adjusted quarterly profit of $2.05 per share, beating the consensus estimate of $1.80. The aluminum producer’s revenue topped estimates as well on higher aluminum prices. Alcoa jumped 6.8% in premarket action.</p><p><blockquote><b>美国铝业(AA)</b>-美国铝业公布调整后季度利润为每股2.05美元，超过市场普遍预期的1.80美元。由于铝价上涨，该铝生产商的收入也超出了预期。美国铝业(Alcoa)盘前股价上涨6.8%。</blockquote></p><p> <b>Western Digital(WDC)</b>&nbsp;–&nbsp;Western Digital&nbsp;stock&nbsp;dipped&nbsp;2.1%&nbsp;in premarket trading.Goldman Sachs downgraded the storage hardware maker's stock to \"neutral\" from \"buy\".</p><p><blockquote><b>西部数据(WDC)</b>-西部数据股价在盘前交易中下跌2.1%。高盛将这家存储硬件制造商的股票评级从“买入”下调至“中性”。</blockquote></p><p> <b>Truist Financial(TFC)</b> – The bank beat estimates by 21 cents with adjusted quarterly earnings of $1.42 per share and revenue also above estimates. Truist’s results were helped by stronger fee income as well as loan and deposit growth.</p><p><blockquote><b>Truist Financial(TFC)</b>-该银行超出预期21美分，调整后季度收益为每股1.42美元，收入也高于预期。Truist的业绩得益于更强劲的费用收入以及贷款和存款增长。</blockquote></p><p> <b>PNC Financial(PNC) </b>– PNC reported adjusted quarterly earnings of $3.75 per share, compared with a consensus estimate of $3.20 and revenue also topping Wall Street forecasts. PNC benefited from the recapture of credit loss provisions as well as the integration of BBVA USA, a deal that closed last October. PNC rose 1.3% in premarket trading.</p><p><blockquote><b>PNC金融(PNC)</b>–PNC报告调整后季度收益为每股3.75美元，而市场普遍预期为3.20美元，营收也超出华尔街预期。PNC受益于信贷损失准备金的收回以及BBVA USA的整合，该交易于去年10月完成。PNC在盘前交易中上涨1.3%。</blockquote></p><p> <b>Pearson(PSO)</b> – Pearson tumbled 11.3% in premarket trading after the educational materials company said higher education sales have fallen 7% so far this year, even though the company maintained its full-year guidance. Pearson said enrollments at community colleges in the U.S. appear to have been hit by the delta variant of Covid-19.</p><p><blockquote><b>皮尔逊(PSO)</b>-教育材料公司培生集团表示，尽管该公司维持全年指引，但今年迄今为止高等教育销售额已下降7%，该公司在盘前交易中下跌11.3%。Pearson表示，美国社区大学的入学人数似乎受到了Covid-19德尔塔变异毒株的打击。</blockquote></p><p> <b>Corsair Gaming(CRSR)</b> – Corsair shares slid 5.5% in the premarket after the maker of video game-related peripheral products said supply chain issues were hurting sales. Corsair said 2021 will still be a “strong growth year.”</p><p><blockquote><b>海盗船游戏(CRSR)</b>-视频游戏相关周边产品制造商Corsair表示供应链问题正在损害销售，该公司股价在盘前下跌5.5%。Corsair表示，2021年仍将是“强劲增长的一年”。</blockquote></p><p> <b>23andMe(ME)</b> – The consumer genetics company’s stock surged 9% in premarket trading, following a positive mention by EMJ Capital founder and portfolio manager Eric Jackson on CNBC’s “Closing Bell” Thursday. Jackson said 23andMe should be more properly thought of as a therapeutics company in addition to being a subscription service, which he thinks bodes well for future growth.</p><p><blockquote><b>23andMe（我）</b>–在EMJ Capital创始人兼投资组合经理Eric Jackson周四在CNBC的“收盘钟声”中积极提及后，这家消费者遗传学公司的股价在盘前交易中飙升9%。杰克逊表示，除了订阅服务之外，23andMe还应该被更恰当地视为一家治疗公司，他认为这对未来的增长来说是个好兆头。</blockquote></p><p></p><p> <b>Del Taco(TACO)</b> – The restaurant chain reported adjusted quarterly earnings of 11 cents per share, a penny above estimates, with revenue essentially in line with Wall Street forecasts. However, comparable sales rose 1.8%, short of the 2.1% estimate from analysts surveyed by FactSet. Shares slid 3.6% in the premarket.</p><p><blockquote><b>玉米饼（玉米饼）</b>-该连锁餐厅报告调整后季度收益为每股11美分，比预期高出1美分，收入基本符合华尔街的预测。然而，可比销售额增长1.8%，低于FactSet调查分析师预期的2.1%。盘前股价下跌3.6%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines Before US Market Open on Friday<blockquote>周五美国市场开盘前的营收</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines Before US Market Open on Friday<blockquote>周五美国市场开盘前的营收</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-15 20:37</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S. stock futures edged higher on Friday and pointed to weekly gains for major indexes, after results from Goldman Sachs&nbsp;and&nbsp;retail sales data.</p><p><blockquote>在高盛公布业绩和零售销售数据后，美国股指期货周五小幅走高，主要股指每周上涨。</blockquote></p><p> At 08:35 a.m. ET, Dow e-minis were up 188 points, or 0.54%, S&amp;P 500 e-minis were up 19.25 points, or 0.43%, and Nasdaq 100 e-minis were up 52.5 points, or 0.35%.</p><p><blockquote>截至美国东部时间上午08:35，道指e-minis上涨188点，涨幅0.54%，标普500 e-minis上涨19.25点，涨幅0.43%，纳斯达克100 e-minis上涨52.5点，涨幅0.35%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8eb8e4448c14bc75ba9cf20cd469b47d\" tg-width=\"404\" tg-height=\"184\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Goldman Sachs crushed analysts’ estimates on strong investment banking and trading results.The&nbsp;shares rose more&nbsp;than 2%&nbsp;in premarket trading.</p><p><blockquote>高盛打破了分析师对强劲投资银行和交易业绩的预期。该股在盘前交易中上涨超过2%。</blockquote></p><p> Strong results from a clutch of banks, including Citigroup&nbsp;and Morgan Stanley, propelled the S&amp;P 500&nbsp;to its biggest daily percentage gain since early March on Thursday, while data on the labor market and inflation eased fears over the outlook for higher rates.</p><p><blockquote>包括花旗集团和摩根士丹利在内的一批银行的强劲业绩推动标普500周四创下3月初以来的最大单日百分比涨幅，而劳动力市场和通胀数据缓解了人们对加息前景的担忧。</blockquote></p><p> U.S. retail sales climb 0.7% in September, above forecast.Consumers spent at a much faster pace than expected in September, defying expectation for a pullback, the Census Bureau reported Friday.</p><p><blockquote>美国9月份零售额增长0.7%，高于预期。人口普查局周五报告称，9月份消费者支出速度远快于预期，出乎预期。</blockquote></p><p> Retail sales for the month increased 0.7%, against the Dow Jones estimate for a decline of 0.2%. Excluding auto-related sales, the number rose 0.8%, better than the 0.5% forecast.</p><p><blockquote>本月零售额增长0.7%，而道琼斯预期为下降0.2%。不包括汽车相关销售，该数字增长0.8%，好于0.5%的预期。</blockquote></p><p> <b>Stocks making the biggest moves premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <b>Moderna(MRNA)</b> – Moderna added 3.3% in premarket trading after rising 3.2% yesterday, following an FDA panel recommendation for a booster dose of its Covid-19 vaccine. The panel recommended approval of a booster for people 65 and over as well as those at high risk.</p><p><blockquote><b>现代（MRNA）</b>-Moderna在昨天上涨3.2%后，在FDA小组建议其Covid-19疫苗加强剂量后，在盘前交易中上涨3.3%。该小组建议批准65岁及以上人群以及高危人群使用加强剂。</blockquote></p><p> <b>Virgin Galactic(SPCE)</b> – Virgin Galactic shares tumbled 17.5% in the premarket after it said it would delay the launch of its commercial space service to the fourth quarter of 2022 from the third quarter. The company is taking the extra time to work on improvements to its space vehicles.</p><p><blockquote><b>维珍银河(SPCE)</b>-维珍银河表示将把商业太空服务的推出从第三季度推迟到2022年第四季度，该公司股价盘前暴跌17.5%。该公司正在花额外的时间改进其太空飞行器。</blockquote></p><p> <b>TSMC(TSM)</b>&nbsp;–&nbsp;TSMC stock surged about 2% in premarket trading&nbsp;after&nbsp;Japan&nbsp;planning to subsidize&nbsp;TSMC plant.The world's leading contract chipmaker announced Thursday that it will build its first-ever Japanese plant, responding to years of calls by the Ministry of Economy, Trade and Industry to set up shop.</p><p><blockquote><b>台积电(TSM)</b>-日本计划补贴台积电工厂后，台积电股价在盘前交易中飙升约2%。这家全球领先的合同芯片制造商周四宣布，将在日本建造第一家工厂，以回应经济产业省多年来对开设工厂的评级。</blockquote></p><p> <b>Nio(NIO)</b>&nbsp;–&nbsp;Nio stock rose nearly&nbsp;2% in premarket trading.The&nbsp;chinese electric vehicle maker&nbsp;said it would double the capacity of its Hefei plant to 240,000 vehicles a year, up from 120,000 units.</p><p><blockquote><b>蔚来(蔚来)</b>-蔚来股价在盘前交易中上涨近2%。这家中国电动汽车制造商表示，将把合肥工厂的产能从12万辆提高到24万辆。</blockquote></p><p> <b>fuboTV(FUBO)</b> – fuboTV’s Sportsbook unit struck a deal with Nascar to become the racing circuit’s authorized gaming operator. fuboTV shares added 2.2% in premarket trading.</p><p><blockquote><b>fuboTV（富博）</b>-fuboTV的体育博彩部门与Nascar达成协议，成为赛道的授权游戏运营商。fuboTV股价在盘前交易中上涨2.2%。</blockquote></p><p> <b>Alcoa(AA)</b> – Alcoa reported an adjusted quarterly profit of $2.05 per share, beating the consensus estimate of $1.80. The aluminum producer’s revenue topped estimates as well on higher aluminum prices. Alcoa jumped 6.8% in premarket action.</p><p><blockquote><b>美国铝业(AA)</b>-美国铝业公布调整后季度利润为每股2.05美元，超过市场普遍预期的1.80美元。由于铝价上涨，该铝生产商的收入也超出了预期。美国铝业(Alcoa)盘前股价上涨6.8%。</blockquote></p><p> <b>Western Digital(WDC)</b>&nbsp;–&nbsp;Western Digital&nbsp;stock&nbsp;dipped&nbsp;2.1%&nbsp;in premarket trading.Goldman Sachs downgraded the storage hardware maker's stock to \"neutral\" from \"buy\".</p><p><blockquote><b>西部数据(WDC)</b>-西部数据股价在盘前交易中下跌2.1%。高盛将这家存储硬件制造商的股票评级从“买入”下调至“中性”。</blockquote></p><p> <b>Truist Financial(TFC)</b> – The bank beat estimates by 21 cents with adjusted quarterly earnings of $1.42 per share and revenue also above estimates. Truist’s results were helped by stronger fee income as well as loan and deposit growth.</p><p><blockquote><b>Truist Financial(TFC)</b>-该银行超出预期21美分，调整后季度收益为每股1.42美元，收入也高于预期。Truist的业绩得益于更强劲的费用收入以及贷款和存款增长。</blockquote></p><p> <b>PNC Financial(PNC) </b>– PNC reported adjusted quarterly earnings of $3.75 per share, compared with a consensus estimate of $3.20 and revenue also topping Wall Street forecasts. PNC benefited from the recapture of credit loss provisions as well as the integration of BBVA USA, a deal that closed last October. PNC rose 1.3% in premarket trading.</p><p><blockquote><b>PNC金融(PNC)</b>–PNC报告调整后季度收益为每股3.75美元，而市场普遍预期为3.20美元，营收也超出华尔街预期。PNC受益于信贷损失准备金的收回以及BBVA USA的整合，该交易于去年10月完成。PNC在盘前交易中上涨1.3%。</blockquote></p><p> <b>Pearson(PSO)</b> – Pearson tumbled 11.3% in premarket trading after the educational materials company said higher education sales have fallen 7% so far this year, even though the company maintained its full-year guidance. Pearson said enrollments at community colleges in the U.S. appear to have been hit by the delta variant of Covid-19.</p><p><blockquote><b>皮尔逊(PSO)</b>-教育材料公司培生集团表示，尽管该公司维持全年指引，但今年迄今为止高等教育销售额已下降7%，该公司在盘前交易中下跌11.3%。Pearson表示，美国社区大学的入学人数似乎受到了Covid-19德尔塔变异毒株的打击。</blockquote></p><p> <b>Corsair Gaming(CRSR)</b> – Corsair shares slid 5.5% in the premarket after the maker of video game-related peripheral products said supply chain issues were hurting sales. Corsair said 2021 will still be a “strong growth year.”</p><p><blockquote><b>海盗船游戏(CRSR)</b>-视频游戏相关周边产品制造商Corsair表示供应链问题正在损害销售，该公司股价在盘前下跌5.5%。Corsair表示，2021年仍将是“强劲增长的一年”。</blockquote></p><p> <b>23andMe(ME)</b> – The consumer genetics company’s stock surged 9% in premarket trading, following a positive mention by EMJ Capital founder and portfolio manager Eric Jackson on CNBC’s “Closing Bell” Thursday. Jackson said 23andMe should be more properly thought of as a therapeutics company in addition to being a subscription service, which he thinks bodes well for future growth.</p><p><blockquote><b>23andMe（我）</b>–在EMJ Capital创始人兼投资组合经理Eric Jackson周四在CNBC的“收盘钟声”中积极提及后，这家消费者遗传学公司的股价在盘前交易中飙升9%。杰克逊表示，除了订阅服务之外，23andMe还应该被更恰当地视为一家治疗公司，他认为这对未来的增长来说是个好兆头。</blockquote></p><p></p><p> <b>Del Taco(TACO)</b> – The restaurant chain reported adjusted quarterly earnings of 11 cents per share, a penny above estimates, with revenue essentially in line with Wall Street forecasts. However, comparable sales rose 1.8%, short of the 2.1% estimate from analysts surveyed by FactSet. Shares slid 3.6% in the premarket.</p><p><blockquote><b>玉米饼（玉米饼）</b>-该连锁餐厅报告调整后季度收益为每股11美分，比预期高出1美分，收入基本符合华尔街的预测。然而，可比销售额增长1.8%，低于FactSet调查分析师预期的2.1%。盘前股价下跌3.6%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","TFC":"Truist Financial Corp",".DJI":"道琼斯","PSO":"培生","MRNA":"Moderna, Inc.","WDC":"西部数据","AA":"美国铝业","FUBO":"fuboTV Inc.","SPCE":"维珍银河",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","TACO":"BERTO ACQUISITION CORP","NIO":"蔚来","CRSR":"Corsair Gaming, Inc.","PNC":"PNC金融"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122645691","content_text":"U.S. stock futures edged higher on Friday and pointed to weekly gains for major indexes, after results from Goldman Sachs and retail sales data.\nAt 08:35 a.m. ET, Dow e-minis were up 188 points, or 0.54%, S&P 500 e-minis were up 19.25 points, or 0.43%, and Nasdaq 100 e-minis were up 52.5 points, or 0.35%.\n\nGoldman Sachs crushed analysts’ estimates on strong investment banking and trading results.The shares rose more than 2% in premarket trading.\nStrong results from a clutch of banks, including Citigroup and Morgan Stanley, propelled the S&P 500 to its biggest daily percentage gain since early March on Thursday, while data on the labor market and inflation eased fears over the outlook for higher rates.\nU.S. retail sales climb 0.7% in September, above forecast.Consumers spent at a much faster pace than expected in September, defying expectation for a pullback, the Census Bureau reported Friday.\nRetail sales for the month increased 0.7%, against the Dow Jones estimate for a decline of 0.2%. Excluding auto-related sales, the number rose 0.8%, better than the 0.5% forecast.\nStocks making the biggest moves premarket:\nModerna(MRNA) – Moderna added 3.3% in premarket trading after rising 3.2% yesterday, following an FDA panel recommendation for a booster dose of its Covid-19 vaccine. The panel recommended approval of a booster for people 65 and over as well as those at high risk.\nVirgin Galactic(SPCE) – Virgin Galactic shares tumbled 17.5% in the premarket after it said it would delay the launch of its commercial space service to the fourth quarter of 2022 from the third quarter. The company is taking the extra time to work on improvements to its space vehicles.\nTSMC(TSM) – TSMC stock surged about 2% in premarket trading after Japan planning to subsidize TSMC plant.The world's leading contract chipmaker announced Thursday that it will build its first-ever Japanese plant, responding to years of calls by the Ministry of Economy, Trade and Industry to set up shop.\nNio(NIO) – Nio stock rose nearly 2% in premarket trading.The chinese electric vehicle maker said it would double the capacity of its Hefei plant to 240,000 vehicles a year, up from 120,000 units.\nfuboTV(FUBO) – fuboTV’s Sportsbook unit struck a deal with Nascar to become the racing circuit’s authorized gaming operator. fuboTV shares added 2.2% in premarket trading.\nAlcoa(AA) – Alcoa reported an adjusted quarterly profit of $2.05 per share, beating the consensus estimate of $1.80. The aluminum producer’s revenue topped estimates as well on higher aluminum prices. Alcoa jumped 6.8% in premarket action.\nWestern Digital(WDC) – Western Digital stock dipped 2.1% in premarket trading.Goldman Sachs downgraded the storage hardware maker's stock to \"neutral\" from \"buy\".\nTruist Financial(TFC) – The bank beat estimates by 21 cents with adjusted quarterly earnings of $1.42 per share and revenue also above estimates. Truist’s results were helped by stronger fee income as well as loan and deposit growth.\nPNC Financial(PNC) – PNC reported adjusted quarterly earnings of $3.75 per share, compared with a consensus estimate of $3.20 and revenue also topping Wall Street forecasts. PNC benefited from the recapture of credit loss provisions as well as the integration of BBVA USA, a deal that closed last October. PNC rose 1.3% in premarket trading.\nPearson(PSO) – Pearson tumbled 11.3% in premarket trading after the educational materials company said higher education sales have fallen 7% so far this year, even though the company maintained its full-year guidance. Pearson said enrollments at community colleges in the U.S. appear to have been hit by the delta variant of Covid-19.\nCorsair Gaming(CRSR) – Corsair shares slid 5.5% in the premarket after the maker of video game-related peripheral products said supply chain issues were hurting sales. Corsair said 2021 will still be a “strong growth year.”\n23andMe(ME) – The consumer genetics company’s stock surged 9% in premarket trading, following a positive mention by EMJ Capital founder and portfolio manager Eric Jackson on CNBC’s “Closing Bell” Thursday. Jackson said 23andMe should be more properly thought of as a therapeutics company in addition to being a subscription service, which he thinks bodes well for future growth.\nDel Taco(TACO) – The restaurant chain reported adjusted quarterly earnings of 11 cents per share, a penny above estimates, with revenue essentially in line with Wall Street forecasts. However, comparable sales rose 1.8%, short of the 2.1% estimate from analysts surveyed by FactSet. Shares slid 3.6% in the premarket.","news_type":1,"symbols_score_info":{"YMmain":0.9,"PSO":0.9,"PNC":0.9,"ME":0.9,"TACO":0.9,"TFC":0.9,"MRNA":0.9,"NIO":0.9,"ESmain":0.9,"FUBO":0.9,"WDC":0.9,"NQmain":0.9,"CRSR":0.9,"SPCE":0.9,".DJI":0.9,"TSM":0.9,".IXIC":0.9,".SPX":0.9,"AA":0.9}},"isVote":1,"tweetType":1,"viewCount":2637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":885627016,"gmtCreate":1631789078835,"gmtModify":1631890808861,"author":{"id":"3581634953766636","authorId":"3581634953766636","name":"Waterbottle","avatar":"https://static.tigerbbs.com/c73e99195b539aab75e779f4237969cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581634953766636","idStr":"3581634953766636"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/885627016","repostId":"1102459937","repostType":4,"isVote":1,"tweetType":1,"viewCount":361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883638237,"gmtCreate":1631236928029,"gmtModify":1631890808922,"author":{"id":"3581634953766636","authorId":"3581634953766636","name":"Waterbottle","avatar":"https://static.tigerbbs.com/c73e99195b539aab75e779f4237969cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581634953766636","idStr":"3581634953766636"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/883638237","repostId":"1133278609","repostType":4,"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895380624,"gmtCreate":1628724335668,"gmtModify":1633744901877,"author":{"id":"3581634953766636","authorId":"3581634953766636","name":"Waterbottle","avatar":"https://static.tigerbbs.com/c73e99195b539aab75e779f4237969cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581634953766636","idStr":"3581634953766636"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/895380624","repostId":"2158235575","repostType":4,"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899028565,"gmtCreate":1628144289857,"gmtModify":1633753163028,"author":{"id":"3581634953766636","authorId":"3581634953766636","name":"Waterbottle","avatar":"https://static.tigerbbs.com/c73e99195b539aab75e779f4237969cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581634953766636","idStr":"3581634953766636"},"themes":[],"htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/899028565","repostId":"1109459574","repostType":4,"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802447270,"gmtCreate":1627800174590,"gmtModify":1633756248744,"author":{"id":"3581634953766636","authorId":"3581634953766636","name":"Waterbottle","avatar":"https://static.tigerbbs.com/c73e99195b539aab75e779f4237969cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581634953766636","idStr":"3581634953766636"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/802447270","repostId":"1147877145","repostType":4,"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889528258,"gmtCreate":1631160382374,"gmtModify":1631890808934,"author":{"id":"3581634953766636","authorId":"3581634953766636","name":"Waterbottle","avatar":"https://static.tigerbbs.com/c73e99195b539aab75e779f4237969cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581634953766636","idStr":"3581634953766636"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/889528258","repostId":"1127517147","repostType":4,"repost":{"id":"1127517147","kind":"news","pubTimestamp":1631158589,"share":"https://www.laohu8.com/m/news/1127517147?lang=zh_CN&edition=full","pubTime":"2021-09-09 11:36","market":"us","language":"en","title":"Amazon Vs. Microsoft: Two Cloud Computing Giants, One Winning Stock<blockquote>亚马逊Vs.微软：两大云计算巨头，一只胜出股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127517147","media":"Seeking Alpha","summary":"Summary\n\nMicrosoft's Azure continues to gain market share in the burgeoning cloud infrastructure ser","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Microsoft's Azure continues to gain market share in the burgeoning cloud infrastructure services market. However, Amazon's AWS remains in the No.1 position.</li>  <li>Although the cloud wars are heating up, both Azure and AWS are performing exceptionally, growing at 51% y/y and 37% y/y, respectively.</li>  <li>The global cloud services market is poised to grow at a CAGR of ~15.8% until 2030 to become a $1.6T market. Therefore, cloud providers still have a long growth runway.</li>  <li>In this article, I share a comparative financial analysis for Microsoft and Amazon to determine the better buy.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69eeb847ac2a68d9068ee3d90ae2ec5c\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Chip Somodevilla/Getty Images News</span></p><p><blockquote><ul><li>微软的Azure继续在蓬勃发展的云基础设施服务市场中获得市场份额。然而，亚马逊的AWS仍然保持在第一的位置。</li><li>尽管云战争正在升温，但Azure和AWS的表现都非常出色，分别同比增长51%和37%。</li><li>到2030年，全球云服务市场将以约15.8%的复合年增长率增长，成为一个价值1.6 T美元的市场。因此，云提供商还有很长的增长跑道。</li><li>在这篇文章中，我分享了微软和亚马逊的比较财务分析，以确定更好的购买方式。</li></ul><p class=\"t-img-caption\"><span>奇普·索莫德维拉/盖蒂图片社新闻</span></p></blockquote></p><p> <b>Introduction</b></p><p><blockquote><b>介绍</b></blockquote></p><p> Microsoft (MSFT) and Amazon (AMZN) are competing for the coveted No.1 spot in the cloud infrastructure services market, which is projected to grow from $325B in 2021 to $1,620B (or $1.6T) by 2030, according to areportby Allied Market Research. In Q2, Amazon's AWS revenues grew at 37% year-over-year (marked acceleration) as it continues to lead the cloud infrastructure services market with a 31% market share. However, Microsoft's Azure is outpacing AWS's growth and now commands a market share of 22%.</p><p><blockquote>微软(MSFT)和亚马逊(AMZN)正在争夺云基础设施服务市场令人垂涎的第一名位置，根据Allied Market的报告，预计到2030年，该市场将从2021年的$325B增长到$1,620B（或$1.6 T）研究。第二季度，亚马逊的AWS收入同比增长37%（显着加速），继续以31%的市场份额引领云基础设施服务市场。然而，微软的Azure正在超过AWS的增长，目前占据22%的市场份额。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60b929cfb3eb06a50b14a942b980bd8d\" tg-width=\"640\" tg-height=\"349\" width=\"100%\" height=\"auto\"><span>Source: canalys.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：canalys.com</span></p></blockquote></p><p> In the last year or so, the coronavirus pandemic has led to increased cloud infrastructure services spending as workload migration and cloud-native application development accelerated. Naturally, Azure and AWS have emerged as prime beneficiaries of this transformational shift toward the cloud. Although the coronavirus pandemic has receded in previous months, businesses have continued to embrace the cloud, as evidenced by the $5B sequential (q/q) growth in cloud infrastructure services spending in Q2 2021.</p><p><blockquote>在过去一年左右的时间里，随着工作负载迁移和云原生应用程序开发的加速，冠状病毒疫情导致云基础设施服务支出增加。自然，Azure和AWS已经成为这种向云转型的主要受益者。尽管冠状病毒疫情在前几个月已经消退，但企业仍在继续拥抱云，2021年Q2云基础设施服务支出环比增长50亿美元就证明了这一点。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab77f327d4b4f980b703dd05a727a8fd\" tg-width=\"640\" tg-height=\"349\" width=\"100%\" height=\"auto\"><span>Source: canalys.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：canalys.com</span></p></blockquote></p><p> Both Microsoft and Amazon are well-diversified big tech giants. However, the cloud opportunity is critical to their future successes. Today, Microsoft's Intelligent Cloud business makes up nearly ~37% of total revenues and ~40% of Microsoft's operating income, and these figures are expected to grow even further in the coming years. In relation to Amazon, AWS's revenues are a small fraction (13% in Q2 2021) of total sales. However, AWS contributes the majority of Amazon's operating income (~60%). And so, I'm not surprised with how ugly this battle is turning out to be. In recent times, we have witnessed dramatic instances such as&nbsp;Amazon's lawsuit&nbsp;for the $10B Jedi contract being awarded to Microsoft,Microsoft's protest&nbsp;to Government Accountability Office in relation to the $10B NSA contract awarded to Amazon, and a top AWS executive - Charlie Bell (once expected to be a successor to Andy Jassy as AWS CEO) -moving over to Microsoft. The competition between Amazon and Microsoft is fearsome. However, I can see ample room for multiple winners in the cloud services market.</p><p><blockquote>微软和亚马逊都是多元化的大型科技巨头。然而，云机遇对他们未来的成功至关重要。如今，微软的智能云业务占总收入的近37%，占微软营业收入的约40%，预计这些数字在未来几年将进一步增长。与亚马逊相比，AWS的收入仅占总销售额的一小部分（2021年第二季度为13%）。然而，AWS贡献了亚马逊的大部分营业收入（约60%）。所以，我对这场战斗变得如此丑陋并不感到惊讶。最近，我们目睹了一些戏剧性的事件，如亚马逊就授予微软的100亿美元Jedi合同提起诉讼，微软就授予亚马逊的100亿美元NSA合同向政府问责办公室提出抗议，以及AWS高管Charlie Bell（曾有望接替Andy Jassy担任AWS首席执行官）搬到微软。亚马逊和微软之间的竞争是可怕的。然而，我可以看到云服务市场有足够的空间容纳多个赢家。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7fd2cfae285856cb75e5ced740ef320\" tg-width=\"640\" tg-height=\"310\" width=\"100%\" height=\"auto\"><span>Source: Allied Market Research</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：联合市场研究</span></p></blockquote></p><p> With massive cloud services growth on the horizon, I expect both Microsoft and Amazon to deliver double-digit revenue growth over the coming decade. Several analysts have projected the cloud services business to become a commodity. However, profitability metrics for AWS and Microsoft's Intelligent Cloud show that it's clearly not a commodity business (at least for now). Azure has been gaining ground on AWS, but it's too soon to tell which of these tech titans will lead the cloud services market over the coming years.</p><p><blockquote>随着云服务的大规模增长，我预计微软和亚马逊在未来十年都将实现两位数的收入增长。一些分析师预计云服务业务将成为一种商品。然而，AWS和微软智能云的盈利指标显示，它显然不是一项商品业务（至少目前如此）。Azure一直在AWS上取得进展，但现在判断这些科技巨头中哪一家将在未来几年引领云服务市场还为时过早。</blockquote></p><p> Over the last 12 months, Microsoft has significantly outperformed Amazon in terms of creating shareholder wealth, as can be observed in the chart below. I attribute Microsoft's outperformance to a multitude of factors, including but not limited to stronger momentum in the cloud, the existence of a massive capital return program, and robust free cash flow generation.</p><p><blockquote>在过去12个月中，微软在创造股东财富方面的表现明显优于亚马逊，如下图所示。我将微软的优异表现归因于多种因素，包括但不限于云计算的强劲势头、大规模资本回报计划的存在以及强劲的自由现金流生成。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a47beb283bcc911ba9ad25c4c2c01f91\" tg-width=\"640\" tg-height=\"413\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：YCharts</span></p></blockquote></p><p> In today's article, I will share a comparative financial analysis to determine the better buy among Microsoft and Amazon. Furthermore, we will estimate the fair value and expected returns for both of these blue-chip companies based on the financial statement analysis conducted in this note.</p><p><blockquote>在今天的文章中，我将分享一个比较财务分析，以确定微软和亚马逊之间更好的购买方式。此外，我们将根据本附注中进行的财务报表分析估计这两家蓝筹公司的公允价值和预期回报。</blockquote></p><p></p><p> <b>Comparative Financial Analysis: Microsoft vs. Amazon</b></p><p><blockquote><b>比较财务分析：微软与亚马逊</b></blockquote></p><p> I think it's too early to call the cloud services market, and the winners will only be evident in due time. However, it's very likely that Amazon and Microsoft will be dominating this market in 2031. Now, Amazon and Microsoft may be competitors in the cloud, but they happen to be two very different companies with varied core competencies: Amazon - e-commerce, Microsoft - business, and consumer software. Let's carry out a comparative financial analysis to determine the better buy among Microsoft and Amazon.</p><p><blockquote>我认为现在看涨期权云服务市场还为时过早，赢家只有在适当的时候才会显现出来。然而，亚马逊和微软很可能会在2031年主导这个市场。现在，亚马逊和微软可能是云领域的竞争对手，但它们恰好是两家截然不同的公司，拥有不同的核心竞争力：亚马逊——电子商务、微软——商业和消费软件。让我们进行一个比较财务分析，以确定微软和亚马逊之间更好的购买方式。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d675b34f8dc1b88db5722fa7be591b9f\" tg-width=\"640\" tg-height=\"478\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：YCharts</span></p></blockquote></p><p> In essence, Microsoft is a high-margin software and services business, while Amazon is a low-margin retail business with some higher-margin business lines such as AWS and Advertising. Since both Amazon and Microsoft are over-covered stocks, I don't think discussing their revenue mix would be of much value. However, let's look at the free cash flow generation of these blue-chip giants to understand their current business momentum.</p><p><blockquote>本质上，微软是一个高利润的软件和服务业务，而亚马逊是一个低利润的零售业务，拥有一些更高利润的业务线，如AWS和广告。由于亚马逊和微软都是被过度覆盖的股票，我认为讨论它们的收入组合没有多大价值。然而，让我们看看这些蓝筹巨头的自由现金流生成情况，以了解他们目前的业务势头。</blockquote></p><p> After receiving a massive pandemic boost, Amazon's free cash flows have turned negative in the last two quarters as the company invests massive amounts of capital (capex spending) in driving future revenue growth. In Q2, Amazon missed revenue estimates by ~$2B, which is further evidence of Amazon losing business momentum. On the other hand, Microsoft's business momentum remained strong in Q2 as the company beat revenue expectations by ~$2B while generating record amounts of free cash flow over the last 12 months. Therefore, it's fair to say that Microsoft is outperforming Amazon for the time being.</p><p><blockquote>在受到大流行的巨大提振后，亚马逊的自由现金流在过去两个季度转为负值，因为该公司投入了大量资本（capex支出）来推动未来的收入增长。第二季度，亚马逊的收入低于预期约20亿美元，这进一步证明亚马逊正在失去业务动力。另一方面，微软第二季度的业务势头依然强劲，该公司的收入超出预期约20亿美元，同时在过去12个月内产生了创纪录的自由现金流。因此，可以公平地说，微软的表现暂时优于亚马逊。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0ed96043009b5528ed09d4e736d1833d\" tg-width=\"640\" tg-height=\"446\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：YCharts</span></p></blockquote></p><p> At the end of Q2, Microsoft had nearly $130B of cash and short-term investments on its balance sheet vs. financial debt of $58B (down from ~$90B debt in Dec'17). Over the last five years, Amazon's cash reserves have been building up, which now stand at ~$90B. However, the e-commerce giant has been increasing its debt load too, which has grown to $50B in Q2 2021.</p><p><blockquote>截至第二季度末，微软的资产负债表上有近130B美元的现金和短期投资，而金融债务为58B美元（低于17年12月的约90B美元债务）。在过去的五年里，亚马逊的现金储备一直在增加，目前约为90B美元。然而，这家电子商务巨头的债务负担也在增加，2021年第二季度已增至500亿美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f8f27effc87360acc99c52dadd22af3\" tg-width=\"640\" tg-height=\"446\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：YCharts</span></p></blockquote></p><p> In terms of balance sheet strength, Microsoft is clearly in a better position compared to Amazon. Moreover, Microsoft's free cash flow generation is superior to Amazon right now. As you can see below, Microsoft is using its financial strength to execute a massive capital return program that consists of stock buybacks and dividends. Although Amazon lacks a capital return program today, it's only a matter of time before Amazon boasts one of the largest capital return programs among big tech companies. Therefore, Microsoft's advantage in this department may be short lived.</p><p><blockquote>就资产负债表实力而言，与亚马逊相比，微软显然处于更有利的地位。此外，微软目前的自由现金流生成量优于亚马逊。如下图所示，微软正在利用其财务实力执行一项大规模资本回报计划，其中包括股票回购和股息。尽管亚马逊目前缺乏资本回报计划，但亚马逊拥有大型科技公司中最大的资本回报计划之一只是时间问题。因此，微软在这一部门的优势可能是短暂的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef388b2cab13ed222ddf2ba53ad6067f\" tg-width=\"640\" tg-height=\"446\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：YCharts</span></p></blockquote></p><p> While Microsoft returns the majority of its operational cash flows back to shareholders, Amazon is investing billions of dollars to drive future revenue (and, by extension, free cash flow) growth. In my opinion, Amazon will continue to outpace Microsoft's revenue growth over the next decade. As Amazon's faster-growing, higher-margin business lines, AWS and Advertising, contribute a larger share of Amazon's revenues over the coming years, its margins are expected to head higher. Hence, Amazon possesses the greater potential for revenue growth and margin expansion compared to Microsoft. To learn more about AWS and Amazon's Ads business, you may read the following notes:</p><p><blockquote>虽然微软将大部分运营现金流返还给股东，但亚马逊正在投资数十亿美元来推动未来收入（以及自由现金流）的增长。在我看来，未来十年，亚马逊的收入增长将继续超过微软。随着亚马逊增长更快、利润率更高的业务线AWS和广告在未来几年为亚马逊的收入贡献了更大的份额，预计其利润率将会上升。因此，与微软相比，亚马逊拥有更大的收入增长和利润率扩张潜力。要了解有关AWS和亚马逊广告业务的更多信息，您可以阅读以下说明：</blockquote></p><p> <ol>  <li>Amazon Web Services -&nbsp;Amazon: Here's What You Should Be Monitoring</li>  <li>Digital Ads -&nbsp;Amazon: The 'Other' Segment May Be Worth More Than AWS</li> </ol> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18e9ff96d611913db9e45fbff0cc34ab\" tg-width=\"640\" tg-height=\"413\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p><p><blockquote><ol><li>亚马逊网络服务-亚马逊：以下是您应该监控的内容</li><li>数字广告-亚马逊：“其他”细分市场的价值可能超过AWS</li></ol><p class=\"t-img-caption\"><span>资料来源：YCharts</span></p></blockquote></p><p> Although Amazon appears to be more expensive than Microsoft based on backward-looking trading multiples such as Price-to-Earnings and Price-to-FCF ratios, it's relatively cheaper than Microsoft when we factor in future growth as indicated by the PEG ratios.</p><p><blockquote>尽管根据市盈率和市盈率与自由现金流比率等回顾性交易倍数，亚马逊似乎比微软贵，但当我们考虑到PEG比率所表明的未来增长时，亚马逊相对比微软便宜。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68cf436c611eb187de68bf8802e73021\" tg-width=\"640\" tg-height=\"478\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：YCharts</span></p></blockquote></p><p></p><p> In summary, Microsoft is currently performing better than Amazon. However, Amazon's future appears to be a lot brighter than Microsoft. Since the stock markets are forward-looking, I would expect Amazon to outperform Microsoft over the coming years if their relative valuations were identical. With that being said, let us now calculate the intrinsic value of both Microsoft and Amazon along with future expected returns for these tech giants.</p><p><blockquote>综上所述，微软目前的表现优于亚马逊。然而，亚马逊的未来似乎比微软要光明得多。由于股市具有前瞻性，如果亚马逊的相对估值相同，我预计亚马逊在未来几年的表现将优于微软。话虽如此，现在让我们计算一下微软和亚马逊的内在价值，以及这些科技巨头未来的预期回报。</blockquote></p><p> Evaluating the Fair Value And Expected Return of Microsoft And Amazon</p><p><blockquote>评估微软和亚马逊的公允价值和预期回报</blockquote></p><p> To find the fair values of Microsoft and Amazon, we will employ our proprietary valuation model. Here's what it entails:</p><p><blockquote>为了找到微软和亚马逊的公允价值，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 10 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3步中，我们将10年末未来增长前景的估值标准化。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，我们等待更好的切入点。</li></blockquote></p><p></li>  <li>In step 4, we account for dividends.</li> </ul> <b>Assumptions:</b></p><p><blockquote><li>在第4步中，我们考虑股息。</li><b>假设：</b></blockquote></p><p> <table>  <colgroup></colgroup>  <tbody>   <tr>    <td>Microsoft</p><p><blockquote><table><colgroup></colgroup><tbody><tr><td>微软</td></tr></tbody></table></blockquote></p><p></td>    <td>Amazon</p><p><blockquote><td>亚马逊</td></blockquote></p><p></td>   </tr>   <tr>    <td>Forward 12-month revenue [A]</p><p><blockquote><tr><td>远期12个月收入[A]</td></tr></blockquote></p><p></td>    <td>$195 billion</p><p><blockquote><td>1950亿美元</td></blockquote></p><p></td>    <td>$515 billion</p><p><blockquote><td>5150亿美元</td></blockquote></p><p></td>   </tr>   <tr>    <td>Potential Free Cash Flow Margin [B]</p><p><blockquote><tr><td>潜在自由现金流利润率[B]</td></tr></blockquote></p><p></td>    <td>35%</p><p><blockquote><td>35%</td></blockquote></p><p></td>    <td>20%</p><p><blockquote><td>20%</td></blockquote></p><p></td>   </tr>   <tr>    <td>Average diluted shares outstanding [C]</p><p><blockquote><tr><td>平均稀释后已发行股份[C]</td></tr></blockquote></p><p></td>    <td>7.5 billion</p><p><blockquote><td>75亿</td></blockquote></p><p></td>    <td>525 million</p><p><blockquote><td>5.25亿</td></blockquote></p><p></td>   </tr>   <tr>    <td>Free cash flow per share [ D = (A * B) / C ]</p><p><blockquote><tr><td>每股自由现金流[D=(A*B)/C]</td></tr></blockquote></p><p></td>    <td>$9.1</p><p><blockquote><td>$9.1</td></blockquote></p><p></td>    <td>$196.19</p><p><blockquote><td>$196.19</td></blockquote></p><p></td>   </tr>   <tr>    <td>Free cash flow per share growth rate</p><p><blockquote><tr><td>每股自由现金流增长率</td></tr></blockquote></p><p></td>    <td>10%</p><p><blockquote><td>10%</td></blockquote></p><p></td>    <td>12.5%</p><p><blockquote><td>12.5%</td></blockquote></p><p></td>   </tr>   <tr>    <td>Terminal growth rate</p><p><blockquote><tr><td>终末增长率</td></tr></blockquote></p><p></td>    <td>3%</p><p><blockquote><td>3%</td></blockquote></p><p></td>    <td>3%</p><p><blockquote><td>3%</td></blockquote></p><p></td>   </tr>   <tr>    <td>Years of elevated growth</p><p><blockquote><tr><td>多年的高增长</td></tr></blockquote></p><p></td>    <td>10</p><p><blockquote><td>10</td></blockquote></p><p></td>    <td>10</p><p><blockquote><td>10</td></blockquote></p><p></td>   </tr>   <tr>    <td>Total years to stimulate</p><p><blockquote><tr><td>刺激总年数</td></tr></blockquote></p><p></td>    <td>100</p><p><blockquote><td>100</td></blockquote></p><p></td>    <td>100</p><p><blockquote><td>100</td></blockquote></p><p></td>   </tr>   <tr>    <td>Discount Rate (Our \"Next Best Alternative\")</p><p><blockquote><tr><td>贴现率（我们的“次佳替代方案”）</td></tr></blockquote></p><p></td>    <td>9.8%</p><p><blockquote><td>9.8%</td></blockquote></p><p></td>    <td>9.8%</p><p><blockquote><td>9.8%</td></blockquote></p><p></td>   </tr>  </tbody> </table> <b>Results:</b></p><p><blockquote><b>结果：</b></blockquote></p><p> 1) Microsoft:</p><p><blockquote>1）微软：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/875546f4aabbb1e580dcc9610c18a5b9\" tg-width=\"604\" tg-height=\"729\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8861dcb9fc1fbcd858297426ec52eaf6\" tg-width=\"606\" tg-height=\"771\" width=\"100%\" height=\"auto\"><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> <b>2) Amazon:</b></p><p><blockquote><b>2）亚马逊：</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/f8fb43ad416565a9768e919470e59bab\" tg-width=\"605\" tg-height=\"731\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a15de5a0494d4557b38c2290017588e9\" tg-width=\"609\" tg-height=\"430\" width=\"100%\" height=\"auto\"><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> Summary of Results:</p><p><blockquote>结果总结：</blockquote></p><p> <table>  <tbody>   <tr>    <td><b>Current Price</b></td>    <td><b>Fair Value</b></td>    <td><b>Undervalued (-) or Overvalued (+)</b></td>    <td><b>2031 Share Price Target</b></td>    <td><b>Total Expected CAGR Return</b></td>    <td><b>Rating</b></td>   </tr>   <tr>    <td><b>Microsoft</b></td>    <td>$301</td>    <td>$295</td>    <td>+2.15%</td>    <td>$1101</td>    <td>14.71%</td>    <td><i>Modest Buy</i></td>   </tr>   <tr>    <td><b>Amazon</b></td>    <td>$3478</td>    <td>$6024</td>    <td>-42.27%</td>    <td>$22298</td>    <td>20.42%</td>    <td><i>Strong Buy</i></td>   </tr>  </tbody> </table> As you can see, Microsoft is slightly overvalued, and investors buying in at $301 can expect to generate CAGR returns of ~14.71% over the next decade, which is slightly below our investment hurdle rate of 15%. Since Microsoft's business fundamentals are robust, I rate it as a modest buy at this price. On the other hand, Amazon's business is facing near-term volatility, and business momentum looks shaky. However, Amazon's stock is deeply undervalued, and this is an opportunity for long-term investors to generate significant alpha. As Amazon's expected CAGR returns are much greater than my hurdle rate, I rate Amazon a strong buy. If I were to choose between Microsoft and Amazon based on business momentum (cloud and otherwise), I would have to go with Microsoft. However, Amazon's stock is massively undervalued while Microsoft is fairly valued. Considering the risk/reward available, I think Amazon is the better buy here.</p><p><blockquote><table><tbody><tr><td><b>当前价格</b></td><td><b>公允价值</b></td><td><b>低估(-)或高估(+)</b></td><td><b>2031年股价目标</b></td><td><b>总预期复合年增长率回报</b></td><td><b>评级</b></td></tr><tr><td><b>微软</b></td><td>$301</td><td>$295</td><td>+2.15%</td><td>$1101</td><td>14.71%</td><td><i>适度购买</i></td></tr><tr><td><b>亚马逊</b></td><td>$3478</td><td>$6024</td><td>-42.27%</td><td>$22298</td><td>20.42%</td><td><i>强力买入</i></td></tr></tbody></table>正如您所看到的，微软的估值略有高估，以301美元买入的投资者预计未来十年的复合年增长率约为14.71%，略低于我们15%的投资门槛率。由于微软的业务基本面强劲，我将其评为以这个价格适度买入。另一方面，亚马逊的业务面临近期波动，业务势头看起来摇摇欲坠。然而，亚马逊的股票被严重低估，这是长期投资者产生显着阿尔法的机会。由于亚马逊的预期复合年增长率远大于我的最低回报率，我将亚马逊评为强力买入。如果我要根据业务势头（云和其他）在微软和亚马逊之间做出选择，我会选择微软。然而，亚马逊的股票被严重低估，而微软的估值相当合理。考虑到可用的风险/回报，我认为亚马逊是更好的选择。</blockquote></p><p> Key Takeaway: I rate Amazon a strong buy at $3,478 and Microsoft a modest buy at $301. Amazon is a better buy than Microsoft at this point in time.</p><p><blockquote>要点：我对亚马逊的评级为3,478美元的强力买入，对微软的评级为301美元的适度买入。目前，亚马逊比微软更划算。</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>Amazon Vs. Microsoft: Two Cloud Computing Giants, One Winning Stock<blockquote>亚马逊Vs.微软：两大云计算巨头，一只胜出股</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\">\nAmazon Vs. Microsoft: Two Cloud Computing Giants, One Winning Stock<blockquote>亚马逊Vs.微软：两大云计算巨头，一只胜出股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-09-09 11:36</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>Microsoft's Azure continues to gain market share in the burgeoning cloud infrastructure services market. However, Amazon's AWS remains in the No.1 position.</li>  <li>Although the cloud wars are heating up, both Azure and AWS are performing exceptionally, growing at 51% y/y and 37% y/y, respectively.</li>  <li>The global cloud services market is poised to grow at a CAGR of ~15.8% until 2030 to become a $1.6T market. Therefore, cloud providers still have a long growth runway.</li>  <li>In this article, I share a comparative financial analysis for Microsoft and Amazon to determine the better buy.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69eeb847ac2a68d9068ee3d90ae2ec5c\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Chip Somodevilla/Getty Images News</span></p><p><blockquote><ul><li>微软的Azure继续在蓬勃发展的云基础设施服务市场中获得市场份额。然而，亚马逊的AWS仍然保持在第一的位置。</li><li>尽管云战争正在升温，但Azure和AWS的表现都非常出色，分别同比增长51%和37%。</li><li>到2030年，全球云服务市场将以约15.8%的复合年增长率增长，成为一个价值1.6 T美元的市场。因此，云提供商还有很长的增长跑道。</li><li>在这篇文章中，我分享了微软和亚马逊的比较财务分析，以确定更好的购买方式。</li></ul><p class=\"t-img-caption\"><span>奇普·索莫德维拉/盖蒂图片社新闻</span></p></blockquote></p><p> <b>Introduction</b></p><p><blockquote><b>介绍</b></blockquote></p><p> Microsoft (MSFT) and Amazon (AMZN) are competing for the coveted No.1 spot in the cloud infrastructure services market, which is projected to grow from $325B in 2021 to $1,620B (or $1.6T) by 2030, according to areportby Allied Market Research. In Q2, Amazon's AWS revenues grew at 37% year-over-year (marked acceleration) as it continues to lead the cloud infrastructure services market with a 31% market share. However, Microsoft's Azure is outpacing AWS's growth and now commands a market share of 22%.</p><p><blockquote>微软(MSFT)和亚马逊(AMZN)正在争夺云基础设施服务市场令人垂涎的第一名位置，根据Allied Market的报告，预计到2030年，该市场将从2021年的$325B增长到$1,620B（或$1.6 T）研究。第二季度，亚马逊的AWS收入同比增长37%（显着加速），继续以31%的市场份额引领云基础设施服务市场。然而，微软的Azure正在超过AWS的增长，目前占据22%的市场份额。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60b929cfb3eb06a50b14a942b980bd8d\" tg-width=\"640\" tg-height=\"349\" width=\"100%\" height=\"auto\"><span>Source: canalys.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：canalys.com</span></p></blockquote></p><p> In the last year or so, the coronavirus pandemic has led to increased cloud infrastructure services spending as workload migration and cloud-native application development accelerated. Naturally, Azure and AWS have emerged as prime beneficiaries of this transformational shift toward the cloud. Although the coronavirus pandemic has receded in previous months, businesses have continued to embrace the cloud, as evidenced by the $5B sequential (q/q) growth in cloud infrastructure services spending in Q2 2021.</p><p><blockquote>在过去一年左右的时间里，随着工作负载迁移和云原生应用程序开发的加速，冠状病毒疫情导致云基础设施服务支出增加。自然，Azure和AWS已经成为这种向云转型的主要受益者。尽管冠状病毒疫情在前几个月已经消退，但企业仍在继续拥抱云，2021年Q2云基础设施服务支出环比增长50亿美元就证明了这一点。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab77f327d4b4f980b703dd05a727a8fd\" tg-width=\"640\" tg-height=\"349\" width=\"100%\" height=\"auto\"><span>Source: canalys.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：canalys.com</span></p></blockquote></p><p> Both Microsoft and Amazon are well-diversified big tech giants. However, the cloud opportunity is critical to their future successes. Today, Microsoft's Intelligent Cloud business makes up nearly ~37% of total revenues and ~40% of Microsoft's operating income, and these figures are expected to grow even further in the coming years. In relation to Amazon, AWS's revenues are a small fraction (13% in Q2 2021) of total sales. However, AWS contributes the majority of Amazon's operating income (~60%). And so, I'm not surprised with how ugly this battle is turning out to be. In recent times, we have witnessed dramatic instances such as&nbsp;Amazon's lawsuit&nbsp;for the $10B Jedi contract being awarded to Microsoft,Microsoft's protest&nbsp;to Government Accountability Office in relation to the $10B NSA contract awarded to Amazon, and a top AWS executive - Charlie Bell (once expected to be a successor to Andy Jassy as AWS CEO) -moving over to Microsoft. The competition between Amazon and Microsoft is fearsome. However, I can see ample room for multiple winners in the cloud services market.</p><p><blockquote>微软和亚马逊都是多元化的大型科技巨头。然而，云机遇对他们未来的成功至关重要。如今，微软的智能云业务占总收入的近37%，占微软营业收入的约40%，预计这些数字在未来几年将进一步增长。与亚马逊相比，AWS的收入仅占总销售额的一小部分（2021年第二季度为13%）。然而，AWS贡献了亚马逊的大部分营业收入（约60%）。所以，我对这场战斗变得如此丑陋并不感到惊讶。最近，我们目睹了一些戏剧性的事件，如亚马逊就授予微软的100亿美元Jedi合同提起诉讼，微软就授予亚马逊的100亿美元NSA合同向政府问责办公室提出抗议，以及AWS高管Charlie Bell（曾有望接替Andy Jassy担任AWS首席执行官）搬到微软。亚马逊和微软之间的竞争是可怕的。然而，我可以看到云服务市场有足够的空间容纳多个赢家。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7fd2cfae285856cb75e5ced740ef320\" tg-width=\"640\" tg-height=\"310\" width=\"100%\" height=\"auto\"><span>Source: Allied Market Research</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：联合市场研究</span></p></blockquote></p><p> With massive cloud services growth on the horizon, I expect both Microsoft and Amazon to deliver double-digit revenue growth over the coming decade. Several analysts have projected the cloud services business to become a commodity. However, profitability metrics for AWS and Microsoft's Intelligent Cloud show that it's clearly not a commodity business (at least for now). Azure has been gaining ground on AWS, but it's too soon to tell which of these tech titans will lead the cloud services market over the coming years.</p><p><blockquote>随着云服务的大规模增长，我预计微软和亚马逊在未来十年都将实现两位数的收入增长。一些分析师预计云服务业务将成为一种商品。然而，AWS和微软智能云的盈利指标显示，它显然不是一项商品业务（至少目前如此）。Azure一直在AWS上取得进展，但现在判断这些科技巨头中哪一家将在未来几年引领云服务市场还为时过早。</blockquote></p><p> Over the last 12 months, Microsoft has significantly outperformed Amazon in terms of creating shareholder wealth, as can be observed in the chart below. I attribute Microsoft's outperformance to a multitude of factors, including but not limited to stronger momentum in the cloud, the existence of a massive capital return program, and robust free cash flow generation.</p><p><blockquote>在过去12个月中，微软在创造股东财富方面的表现明显优于亚马逊，如下图所示。我将微软的优异表现归因于多种因素，包括但不限于云计算的强劲势头、大规模资本回报计划的存在以及强劲的自由现金流生成。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a47beb283bcc911ba9ad25c4c2c01f91\" tg-width=\"640\" tg-height=\"413\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：YCharts</span></p></blockquote></p><p> In today's article, I will share a comparative financial analysis to determine the better buy among Microsoft and Amazon. Furthermore, we will estimate the fair value and expected returns for both of these blue-chip companies based on the financial statement analysis conducted in this note.</p><p><blockquote>在今天的文章中，我将分享一个比较财务分析，以确定微软和亚马逊之间更好的购买方式。此外，我们将根据本附注中进行的财务报表分析估计这两家蓝筹公司的公允价值和预期回报。</blockquote></p><p></p><p> <b>Comparative Financial Analysis: Microsoft vs. Amazon</b></p><p><blockquote><b>比较财务分析：微软与亚马逊</b></blockquote></p><p> I think it's too early to call the cloud services market, and the winners will only be evident in due time. However, it's very likely that Amazon and Microsoft will be dominating this market in 2031. Now, Amazon and Microsoft may be competitors in the cloud, but they happen to be two very different companies with varied core competencies: Amazon - e-commerce, Microsoft - business, and consumer software. Let's carry out a comparative financial analysis to determine the better buy among Microsoft and Amazon.</p><p><blockquote>我认为现在看涨期权云服务市场还为时过早，赢家只有在适当的时候才会显现出来。然而，亚马逊和微软很可能会在2031年主导这个市场。现在，亚马逊和微软可能是云领域的竞争对手，但它们恰好是两家截然不同的公司，拥有不同的核心竞争力：亚马逊——电子商务、微软——商业和消费软件。让我们进行一个比较财务分析，以确定微软和亚马逊之间更好的购买方式。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d675b34f8dc1b88db5722fa7be591b9f\" tg-width=\"640\" tg-height=\"478\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：YCharts</span></p></blockquote></p><p> In essence, Microsoft is a high-margin software and services business, while Amazon is a low-margin retail business with some higher-margin business lines such as AWS and Advertising. Since both Amazon and Microsoft are over-covered stocks, I don't think discussing their revenue mix would be of much value. However, let's look at the free cash flow generation of these blue-chip giants to understand their current business momentum.</p><p><blockquote>本质上，微软是一个高利润的软件和服务业务，而亚马逊是一个低利润的零售业务，拥有一些更高利润的业务线，如AWS和广告。由于亚马逊和微软都是被过度覆盖的股票，我认为讨论它们的收入组合没有多大价值。然而，让我们看看这些蓝筹巨头的自由现金流生成情况，以了解他们目前的业务势头。</blockquote></p><p> After receiving a massive pandemic boost, Amazon's free cash flows have turned negative in the last two quarters as the company invests massive amounts of capital (capex spending) in driving future revenue growth. In Q2, Amazon missed revenue estimates by ~$2B, which is further evidence of Amazon losing business momentum. On the other hand, Microsoft's business momentum remained strong in Q2 as the company beat revenue expectations by ~$2B while generating record amounts of free cash flow over the last 12 months. Therefore, it's fair to say that Microsoft is outperforming Amazon for the time being.</p><p><blockquote>在受到大流行的巨大提振后，亚马逊的自由现金流在过去两个季度转为负值，因为该公司投入了大量资本（capex支出）来推动未来的收入增长。第二季度，亚马逊的收入低于预期约20亿美元，这进一步证明亚马逊正在失去业务动力。另一方面，微软第二季度的业务势头依然强劲，该公司的收入超出预期约20亿美元，同时在过去12个月内产生了创纪录的自由现金流。因此，可以公平地说，微软的表现暂时优于亚马逊。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0ed96043009b5528ed09d4e736d1833d\" tg-width=\"640\" tg-height=\"446\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：YCharts</span></p></blockquote></p><p> At the end of Q2, Microsoft had nearly $130B of cash and short-term investments on its balance sheet vs. financial debt of $58B (down from ~$90B debt in Dec'17). Over the last five years, Amazon's cash reserves have been building up, which now stand at ~$90B. However, the e-commerce giant has been increasing its debt load too, which has grown to $50B in Q2 2021.</p><p><blockquote>截至第二季度末，微软的资产负债表上有近130B美元的现金和短期投资，而金融债务为58B美元（低于17年12月的约90B美元债务）。在过去的五年里，亚马逊的现金储备一直在增加，目前约为90B美元。然而，这家电子商务巨头的债务负担也在增加，2021年第二季度已增至500亿美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f8f27effc87360acc99c52dadd22af3\" tg-width=\"640\" tg-height=\"446\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：YCharts</span></p></blockquote></p><p> In terms of balance sheet strength, Microsoft is clearly in a better position compared to Amazon. Moreover, Microsoft's free cash flow generation is superior to Amazon right now. As you can see below, Microsoft is using its financial strength to execute a massive capital return program that consists of stock buybacks and dividends. Although Amazon lacks a capital return program today, it's only a matter of time before Amazon boasts one of the largest capital return programs among big tech companies. Therefore, Microsoft's advantage in this department may be short lived.</p><p><blockquote>就资产负债表实力而言，与亚马逊相比，微软显然处于更有利的地位。此外，微软目前的自由现金流生成量优于亚马逊。如下图所示，微软正在利用其财务实力执行一项大规模资本回报计划，其中包括股票回购和股息。尽管亚马逊目前缺乏资本回报计划，但亚马逊拥有大型科技公司中最大的资本回报计划之一只是时间问题。因此，微软在这一部门的优势可能是短暂的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef388b2cab13ed222ddf2ba53ad6067f\" tg-width=\"640\" tg-height=\"446\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：YCharts</span></p></blockquote></p><p> While Microsoft returns the majority of its operational cash flows back to shareholders, Amazon is investing billions of dollars to drive future revenue (and, by extension, free cash flow) growth. In my opinion, Amazon will continue to outpace Microsoft's revenue growth over the next decade. As Amazon's faster-growing, higher-margin business lines, AWS and Advertising, contribute a larger share of Amazon's revenues over the coming years, its margins are expected to head higher. Hence, Amazon possesses the greater potential for revenue growth and margin expansion compared to Microsoft. To learn more about AWS and Amazon's Ads business, you may read the following notes:</p><p><blockquote>虽然微软将大部分运营现金流返还给股东，但亚马逊正在投资数十亿美元来推动未来收入（以及自由现金流）的增长。在我看来，未来十年，亚马逊的收入增长将继续超过微软。随着亚马逊增长更快、利润率更高的业务线AWS和广告在未来几年为亚马逊的收入贡献了更大的份额，预计其利润率将会上升。因此，与微软相比，亚马逊拥有更大的收入增长和利润率扩张潜力。要了解有关AWS和亚马逊广告业务的更多信息，您可以阅读以下说明：</blockquote></p><p> <ol>  <li>Amazon Web Services -&nbsp;Amazon: Here's What You Should Be Monitoring</li>  <li>Digital Ads -&nbsp;Amazon: The 'Other' Segment May Be Worth More Than AWS</li> </ol> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18e9ff96d611913db9e45fbff0cc34ab\" tg-width=\"640\" tg-height=\"413\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p><p><blockquote><ol><li>亚马逊网络服务-亚马逊：以下是您应该监控的内容</li><li>数字广告-亚马逊：“其他”细分市场的价值可能超过AWS</li></ol><p class=\"t-img-caption\"><span>资料来源：YCharts</span></p></blockquote></p><p> Although Amazon appears to be more expensive than Microsoft based on backward-looking trading multiples such as Price-to-Earnings and Price-to-FCF ratios, it's relatively cheaper than Microsoft when we factor in future growth as indicated by the PEG ratios.</p><p><blockquote>尽管根据市盈率和市盈率与自由现金流比率等回顾性交易倍数，亚马逊似乎比微软贵，但当我们考虑到PEG比率所表明的未来增长时，亚马逊相对比微软便宜。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68cf436c611eb187de68bf8802e73021\" tg-width=\"640\" tg-height=\"478\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：YCharts</span></p></blockquote></p><p></p><p> In summary, Microsoft is currently performing better than Amazon. However, Amazon's future appears to be a lot brighter than Microsoft. Since the stock markets are forward-looking, I would expect Amazon to outperform Microsoft over the coming years if their relative valuations were identical. With that being said, let us now calculate the intrinsic value of both Microsoft and Amazon along with future expected returns for these tech giants.</p><p><blockquote>综上所述，微软目前的表现优于亚马逊。然而，亚马逊的未来似乎比微软要光明得多。由于股市具有前瞻性，如果亚马逊的相对估值相同，我预计亚马逊在未来几年的表现将优于微软。话虽如此，现在让我们计算一下微软和亚马逊的内在价值，以及这些科技巨头未来的预期回报。</blockquote></p><p> Evaluating the Fair Value And Expected Return of Microsoft And Amazon</p><p><blockquote>评估微软和亚马逊的公允价值和预期回报</blockquote></p><p> To find the fair values of Microsoft and Amazon, we will employ our proprietary valuation model. Here's what it entails:</p><p><blockquote>为了找到微软和亚马逊的公允价值，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 10 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3步中，我们将10年末未来增长前景的估值标准化。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，我们等待更好的切入点。</li></blockquote></p><p></li>  <li>In step 4, we account for dividends.</li> </ul> <b>Assumptions:</b></p><p><blockquote><li>在第4步中，我们考虑股息。</li><b>假设：</b></blockquote></p><p> <table>  <colgroup></colgroup>  <tbody>   <tr>    <td>Microsoft</p><p><blockquote><table><colgroup></colgroup><tbody><tr><td>微软</td></tr></tbody></table></blockquote></p><p></td>    <td>Amazon</p><p><blockquote><td>亚马逊</td></blockquote></p><p></td>   </tr>   <tr>    <td>Forward 12-month revenue [A]</p><p><blockquote><tr><td>远期12个月收入[A]</td></tr></blockquote></p><p></td>    <td>$195 billion</p><p><blockquote><td>1950亿美元</td></blockquote></p><p></td>    <td>$515 billion</p><p><blockquote><td>5150亿美元</td></blockquote></p><p></td>   </tr>   <tr>    <td>Potential Free Cash Flow Margin [B]</p><p><blockquote><tr><td>潜在自由现金流利润率[B]</td></tr></blockquote></p><p></td>    <td>35%</p><p><blockquote><td>35%</td></blockquote></p><p></td>    <td>20%</p><p><blockquote><td>20%</td></blockquote></p><p></td>   </tr>   <tr>    <td>Average diluted shares outstanding [C]</p><p><blockquote><tr><td>平均稀释后已发行股份[C]</td></tr></blockquote></p><p></td>    <td>7.5 billion</p><p><blockquote><td>75亿</td></blockquote></p><p></td>    <td>525 million</p><p><blockquote><td>5.25亿</td></blockquote></p><p></td>   </tr>   <tr>    <td>Free cash flow per share [ D = (A * B) / C ]</p><p><blockquote><tr><td>每股自由现金流[D=(A*B)/C]</td></tr></blockquote></p><p></td>    <td>$9.1</p><p><blockquote><td>$9.1</td></blockquote></p><p></td>    <td>$196.19</p><p><blockquote><td>$196.19</td></blockquote></p><p></td>   </tr>   <tr>    <td>Free cash flow per share growth rate</p><p><blockquote><tr><td>每股自由现金流增长率</td></tr></blockquote></p><p></td>    <td>10%</p><p><blockquote><td>10%</td></blockquote></p><p></td>    <td>12.5%</p><p><blockquote><td>12.5%</td></blockquote></p><p></td>   </tr>   <tr>    <td>Terminal growth rate</p><p><blockquote><tr><td>终末增长率</td></tr></blockquote></p><p></td>    <td>3%</p><p><blockquote><td>3%</td></blockquote></p><p></td>    <td>3%</p><p><blockquote><td>3%</td></blockquote></p><p></td>   </tr>   <tr>    <td>Years of elevated growth</p><p><blockquote><tr><td>多年的高增长</td></tr></blockquote></p><p></td>    <td>10</p><p><blockquote><td>10</td></blockquote></p><p></td>    <td>10</p><p><blockquote><td>10</td></blockquote></p><p></td>   </tr>   <tr>    <td>Total years to stimulate</p><p><blockquote><tr><td>刺激总年数</td></tr></blockquote></p><p></td>    <td>100</p><p><blockquote><td>100</td></blockquote></p><p></td>    <td>100</p><p><blockquote><td>100</td></blockquote></p><p></td>   </tr>   <tr>    <td>Discount Rate (Our \"Next Best Alternative\")</p><p><blockquote><tr><td>贴现率（我们的“次佳替代方案”）</td></tr></blockquote></p><p></td>    <td>9.8%</p><p><blockquote><td>9.8%</td></blockquote></p><p></td>    <td>9.8%</p><p><blockquote><td>9.8%</td></blockquote></p><p></td>   </tr>  </tbody> </table> <b>Results:</b></p><p><blockquote><b>结果：</b></blockquote></p><p> 1) Microsoft:</p><p><blockquote>1）微软：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/875546f4aabbb1e580dcc9610c18a5b9\" tg-width=\"604\" tg-height=\"729\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8861dcb9fc1fbcd858297426ec52eaf6\" tg-width=\"606\" tg-height=\"771\" width=\"100%\" height=\"auto\"><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> <b>2) Amazon:</b></p><p><blockquote><b>2）亚马逊：</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/f8fb43ad416565a9768e919470e59bab\" tg-width=\"605\" tg-height=\"731\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a15de5a0494d4557b38c2290017588e9\" tg-width=\"609\" tg-height=\"430\" width=\"100%\" height=\"auto\"><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> Summary of Results:</p><p><blockquote>结果总结：</blockquote></p><p> <table>  <tbody>   <tr>    <td><b>Current Price</b></td>    <td><b>Fair Value</b></td>    <td><b>Undervalued (-) or Overvalued (+)</b></td>    <td><b>2031 Share Price Target</b></td>    <td><b>Total Expected CAGR Return</b></td>    <td><b>Rating</b></td>   </tr>   <tr>    <td><b>Microsoft</b></td>    <td>$301</td>    <td>$295</td>    <td>+2.15%</td>    <td>$1101</td>    <td>14.71%</td>    <td><i>Modest Buy</i></td>   </tr>   <tr>    <td><b>Amazon</b></td>    <td>$3478</td>    <td>$6024</td>    <td>-42.27%</td>    <td>$22298</td>    <td>20.42%</td>    <td><i>Strong Buy</i></td>   </tr>  </tbody> </table> As you can see, Microsoft is slightly overvalued, and investors buying in at $301 can expect to generate CAGR returns of ~14.71% over the next decade, which is slightly below our investment hurdle rate of 15%. Since Microsoft's business fundamentals are robust, I rate it as a modest buy at this price. On the other hand, Amazon's business is facing near-term volatility, and business momentum looks shaky. However, Amazon's stock is deeply undervalued, and this is an opportunity for long-term investors to generate significant alpha. As Amazon's expected CAGR returns are much greater than my hurdle rate, I rate Amazon a strong buy. If I were to choose between Microsoft and Amazon based on business momentum (cloud and otherwise), I would have to go with Microsoft. However, Amazon's stock is massively undervalued while Microsoft is fairly valued. Considering the risk/reward available, I think Amazon is the better buy here.</p><p><blockquote><table><tbody><tr><td><b>当前价格</b></td><td><b>公允价值</b></td><td><b>低估(-)或高估(+)</b></td><td><b>2031年股价目标</b></td><td><b>总预期复合年增长率回报</b></td><td><b>评级</b></td></tr><tr><td><b>微软</b></td><td>$301</td><td>$295</td><td>+2.15%</td><td>$1101</td><td>14.71%</td><td><i>适度购买</i></td></tr><tr><td><b>亚马逊</b></td><td>$3478</td><td>$6024</td><td>-42.27%</td><td>$22298</td><td>20.42%</td><td><i>强力买入</i></td></tr></tbody></table>正如您所看到的，微软的估值略有高估，以301美元买入的投资者预计未来十年的复合年增长率约为14.71%，略低于我们15%的投资门槛率。由于微软的业务基本面强劲，我将其评为以这个价格适度买入。另一方面，亚马逊的业务面临近期波动，业务势头看起来摇摇欲坠。然而，亚马逊的股票被严重低估，这是长期投资者产生显着阿尔法的机会。由于亚马逊的预期复合年增长率远大于我的最低回报率，我将亚马逊评为强力买入。如果我要根据业务势头（云和其他）在微软和亚马逊之间做出选择，我会选择微软。然而，亚马逊的股票被严重低估，而微软的估值相当合理。考虑到可用的风险/回报，我认为亚马逊是更好的选择。</blockquote></p><p> Key Takeaway: I rate Amazon a strong buy at $3,478 and Microsoft a modest buy at $301. Amazon is a better buy than Microsoft at this point in time.</p><p><blockquote>要点：我对亚马逊的评级为3,478美元的强力买入，对微软的评级为301美元的适度买入。目前，亚马逊比微软更划算。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4453940-amazon-vs-microsoft-two-cloud-computing-giants-one-winning-stock\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","MSFT":"微软"},"source_url":"https://seekingalpha.com/article/4453940-amazon-vs-microsoft-two-cloud-computing-giants-one-winning-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127517147","content_text":"Summary\n\nMicrosoft's Azure continues to gain market share in the burgeoning cloud infrastructure services market. However, Amazon's AWS remains in the No.1 position.\nAlthough the cloud wars are heating up, both Azure and AWS are performing exceptionally, growing at 51% y/y and 37% y/y, respectively.\nThe global cloud services market is poised to grow at a CAGR of ~15.8% until 2030 to become a $1.6T market. Therefore, cloud providers still have a long growth runway.\nIn this article, I share a comparative financial analysis for Microsoft and Amazon to determine the better buy.\n\nChip Somodevilla/Getty Images News\nIntroduction\nMicrosoft (MSFT) and Amazon (AMZN) are competing for the coveted No.1 spot in the cloud infrastructure services market, which is projected to grow from $325B in 2021 to $1,620B (or $1.6T) by 2030, according to areportby Allied Market Research. In Q2, Amazon's AWS revenues grew at 37% year-over-year (marked acceleration) as it continues to lead the cloud infrastructure services market with a 31% market share. However, Microsoft's Azure is outpacing AWS's growth and now commands a market share of 22%.\nSource: canalys.com\nIn the last year or so, the coronavirus pandemic has led to increased cloud infrastructure services spending as workload migration and cloud-native application development accelerated. Naturally, Azure and AWS have emerged as prime beneficiaries of this transformational shift toward the cloud. Although the coronavirus pandemic has receded in previous months, businesses have continued to embrace the cloud, as evidenced by the $5B sequential (q/q) growth in cloud infrastructure services spending in Q2 2021.\nSource: canalys.com\nBoth Microsoft and Amazon are well-diversified big tech giants. However, the cloud opportunity is critical to their future successes. Today, Microsoft's Intelligent Cloud business makes up nearly ~37% of total revenues and ~40% of Microsoft's operating income, and these figures are expected to grow even further in the coming years. In relation to Amazon, AWS's revenues are a small fraction (13% in Q2 2021) of total sales. However, AWS contributes the majority of Amazon's operating income (~60%). And so, I'm not surprised with how ugly this battle is turning out to be. In recent times, we have witnessed dramatic instances such as Amazon's lawsuit for the $10B Jedi contract being awarded to Microsoft,Microsoft's protest to Government Accountability Office in relation to the $10B NSA contract awarded to Amazon, and a top AWS executive - Charlie Bell (once expected to be a successor to Andy Jassy as AWS CEO) -moving over to Microsoft. The competition between Amazon and Microsoft is fearsome. However, I can see ample room for multiple winners in the cloud services market.\nSource: Allied Market Research\nWith massive cloud services growth on the horizon, I expect both Microsoft and Amazon to deliver double-digit revenue growth over the coming decade. Several analysts have projected the cloud services business to become a commodity. However, profitability metrics for AWS and Microsoft's Intelligent Cloud show that it's clearly not a commodity business (at least for now). Azure has been gaining ground on AWS, but it's too soon to tell which of these tech titans will lead the cloud services market over the coming years.\nOver the last 12 months, Microsoft has significantly outperformed Amazon in terms of creating shareholder wealth, as can be observed in the chart below. I attribute Microsoft's outperformance to a multitude of factors, including but not limited to stronger momentum in the cloud, the existence of a massive capital return program, and robust free cash flow generation.\nSource: YCharts\nIn today's article, I will share a comparative financial analysis to determine the better buy among Microsoft and Amazon. Furthermore, we will estimate the fair value and expected returns for both of these blue-chip companies based on the financial statement analysis conducted in this note.\nComparative Financial Analysis: Microsoft vs. Amazon\nI think it's too early to call the cloud services market, and the winners will only be evident in due time. However, it's very likely that Amazon and Microsoft will be dominating this market in 2031. Now, Amazon and Microsoft may be competitors in the cloud, but they happen to be two very different companies with varied core competencies: Amazon - e-commerce, Microsoft - business, and consumer software. Let's carry out a comparative financial analysis to determine the better buy among Microsoft and Amazon.\nSource: YCharts\nIn essence, Microsoft is a high-margin software and services business, while Amazon is a low-margin retail business with some higher-margin business lines such as AWS and Advertising. Since both Amazon and Microsoft are over-covered stocks, I don't think discussing their revenue mix would be of much value. However, let's look at the free cash flow generation of these blue-chip giants to understand their current business momentum.\nAfter receiving a massive pandemic boost, Amazon's free cash flows have turned negative in the last two quarters as the company invests massive amounts of capital (capex spending) in driving future revenue growth. In Q2, Amazon missed revenue estimates by ~$2B, which is further evidence of Amazon losing business momentum. On the other hand, Microsoft's business momentum remained strong in Q2 as the company beat revenue expectations by ~$2B while generating record amounts of free cash flow over the last 12 months. Therefore, it's fair to say that Microsoft is outperforming Amazon for the time being.\nSource: YCharts\nAt the end of Q2, Microsoft had nearly $130B of cash and short-term investments on its balance sheet vs. financial debt of $58B (down from ~$90B debt in Dec'17). Over the last five years, Amazon's cash reserves have been building up, which now stand at ~$90B. However, the e-commerce giant has been increasing its debt load too, which has grown to $50B in Q2 2021.\nSource: YCharts\nIn terms of balance sheet strength, Microsoft is clearly in a better position compared to Amazon. Moreover, Microsoft's free cash flow generation is superior to Amazon right now. As you can see below, Microsoft is using its financial strength to execute a massive capital return program that consists of stock buybacks and dividends. Although Amazon lacks a capital return program today, it's only a matter of time before Amazon boasts one of the largest capital return programs among big tech companies. Therefore, Microsoft's advantage in this department may be short lived.\nSource: YCharts\nWhile Microsoft returns the majority of its operational cash flows back to shareholders, Amazon is investing billions of dollars to drive future revenue (and, by extension, free cash flow) growth. In my opinion, Amazon will continue to outpace Microsoft's revenue growth over the next decade. As Amazon's faster-growing, higher-margin business lines, AWS and Advertising, contribute a larger share of Amazon's revenues over the coming years, its margins are expected to head higher. Hence, Amazon possesses the greater potential for revenue growth and margin expansion compared to Microsoft. To learn more about AWS and Amazon's Ads business, you may read the following notes:\n\nAmazon Web Services - Amazon: Here's What You Should Be Monitoring\nDigital Ads - Amazon: The 'Other' Segment May Be Worth More Than AWS\n\nSource: YCharts\nAlthough Amazon appears to be more expensive than Microsoft based on backward-looking trading multiples such as Price-to-Earnings and Price-to-FCF ratios, it's relatively cheaper than Microsoft when we factor in future growth as indicated by the PEG ratios.\nSource: YCharts\nIn summary, Microsoft is currently performing better than Amazon. However, Amazon's future appears to be a lot brighter than Microsoft. Since the stock markets are forward-looking, I would expect Amazon to outperform Microsoft over the coming years if their relative valuations were identical. With that being said, let us now calculate the intrinsic value of both Microsoft and Amazon along with future expected returns for these tech giants.\nEvaluating the Fair Value And Expected Return of Microsoft And Amazon\nTo find the fair values of Microsoft and Amazon, 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 10 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.\nIn step 4, we account for dividends.\n\nAssumptions:\n\n\n\n\nMicrosoft\nAmazon\n\n\nForward 12-month revenue [A]\n$195 billion\n$515 billion\n\n\nPotential Free Cash Flow Margin [B]\n35%\n20%\n\n\nAverage diluted shares outstanding [C]\n7.5 billion\n525 million\n\n\nFree cash flow per share [ D = (A * B) / C ]\n$9.1\n$196.19\n\n\nFree cash flow per share growth rate\n10%\n12.5%\n\n\nTerminal growth rate\n3%\n3%\n\n\nYears of elevated growth\n10\n10\n\n\nTotal years to stimulate\n100\n100\n\n\nDiscount Rate (Our \"Next Best Alternative\")\n9.8%\n9.8%\n\n\n\nResults:\n1) Microsoft:\n\nSource: L.A. Stevens Valuation Model\n2) Amazon:\n\nSource: L.A. Stevens Valuation Model\nSummary of Results:\n\n\n\nCurrent Price\nFair Value\nUndervalued (-) or Overvalued (+)\n2031 Share Price Target\nTotal Expected CAGR Return\nRating\n\n\nMicrosoft\n$301\n$295\n+2.15%\n$1101\n14.71%\nModest Buy\n\n\nAmazon\n$3478\n$6024\n-42.27%\n$22298\n20.42%\nStrong Buy\n\n\n\nAs you can see, Microsoft is slightly overvalued, and investors buying in at $301 can expect to generate CAGR returns of ~14.71% over the next decade, which is slightly below our investment hurdle rate of 15%. Since Microsoft's business fundamentals are robust, I rate it as a modest buy at this price. On the other hand, Amazon's business is facing near-term volatility, and business momentum looks shaky. However, Amazon's stock is deeply undervalued, and this is an opportunity for long-term investors to generate significant alpha. As Amazon's expected CAGR returns are much greater than my hurdle rate, I rate Amazon a strong buy. If I were to choose between Microsoft and Amazon based on business momentum (cloud and otherwise), I would have to go with Microsoft. However, Amazon's stock is massively undervalued while Microsoft is fairly valued. Considering the risk/reward available, I think Amazon is the better buy here.\nKey Takeaway: I rate Amazon a strong buy at $3,478 and Microsoft a modest buy at $301. Amazon is a better buy than Microsoft at this point in time.","news_type":1,"symbols_score_info":{"AMZN":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810298984,"gmtCreate":1629978310848,"gmtModify":1631893290843,"author":{"id":"3581634953766636","authorId":"3581634953766636","name":"Waterbottle","avatar":"https://static.tigerbbs.com/c73e99195b539aab75e779f4237969cf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581634953766636","idStr":"3581634953766636"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/810298984","repostId":"2162095933","repostType":4,"repost":{"id":"2162095933","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1629977561,"share":"https://www.laohu8.com/m/news/2162095933?lang=zh_CN&edition=full","pubTime":"2021-08-26 19:32","market":"hk","language":"en","title":"Why Are Investors Cheering Ulta Beauty Stock?<blockquote>为什么投资者为Ulta Beauty股票欢呼？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2162095933","media":"Benzinga","summary":"\n","content":"<p><b><a href=\"https://laohu8.com/S/ULTA\">Ulta Salon Cosmetics &amp; Fragrance</a></b> (NASDAQ:ULTA)&nbsp;reported second-quarter FY21 sales growth of 60.2%&nbsp;year-on-year, to $1.97 billion, beating the analyst consensus of $1.72 billion. Sales improved 18% from Q2 FY19.</p><p><blockquote><b><a href=\"https://laohu8.com/S/ULTA\">Ulta Salon化妆品和香水</a></b>（纳斯达克股票代码：ULTA）公布2021财年第二季度销售额同比增长60.2%，达到19.7亿美元，超出分析师预期的17.2亿美元。销售额较2019财年第二季度增长18%。</blockquote></p><p> Comparable sales increased 56.3%, versus a 26.7% decline in Q2 FY20 and 6.2% growth in Q2 FY19.</p><p><blockquote>可比销售额增长56.3%，而2020财年第二季度下降26.7%，2019财年第二季度增长6.2%。</blockquote></p><p> The gross margin for the quarter expanded 1380 basis points Y/Y to 40.6% and 420 basis points from Q2 FY19.</p><p><blockquote>本季度毛利率同比增长1380个基点至40.6%，较2019财年第二季度增长420个基点。</blockquote></p><p> The operating margin was 16.9%, and operating income for the quarter rose 2496% Y/Y to $332.3 million.</p><p><blockquote>营业利润率为16.9%，本季度营业收入同比增长2496%至3.323亿美元。</blockquote></p><p> The company held $770.1 million in cash and equivalents as of July 31, 2021.</p><p><blockquote>截至2021年7月31日，该公司持有现金及等价物7.701亿美元。</blockquote></p><p> Net cash provided by operating activities for the six months totaled $401.4 million.</p><p><blockquote>六个月经营活动提供的净现金总计4.014亿美元。</blockquote></p><p> EPS of $4.56 beat the analyst consensus of $2.42.</p><p><blockquote>每股收益为4.56美元，超过分析师预期的2.42美元。</blockquote></p><p> <b>Outlook</b>: Ulta Beauty raised FY21 sales outlook to $8.1 billion - $8.3 billion (prior $7.7 billion - $7.8 billion) versus the consensus of $7.88 billion.</p><p><blockquote><b>世界观</b>：Ulta Beauty将2021财年销售额预期上调至81亿至83亿美元（之前为77亿至78亿美元），而市场普遍预期为78.8亿美元。</blockquote></p><p> The company expects FY21 EPS of $14.50 - $14.70 (prior $11.50 - $11.95) versus the consensus of $12.28.</p><p><blockquote>该公司预计2021财年每股收益为14.50-14.70美元（之前为11.50-11.95美元），而市场普遍预期为12.28美元。</blockquote></p><p> <b>Analyst Ratings</b>:&nbsp;<b>Deutsche Bank</b>&nbsp;maintains Ulta Beauty with a Buy and raises the price target from $410 to $417.</p><p><blockquote><b>分析师评级</b>: <b>德意志银行</b>维持Ulta Beauty买入评级，并将目标价从410美元上调至417美元。</blockquote></p><p> <b>Price Action:</b>&nbsp;ULTA shares are trading higher by 5.31% at $410.60 in premarket on the last check Thursday.</p><p><blockquote><b>价格走势：</b>周四最后一次盘前检查时，ULTA股价上涨5.31%，至410.60美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Are Investors Cheering Ulta Beauty Stock?<blockquote>为什么投资者为Ulta Beauty股票欢呼？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Are Investors Cheering Ulta Beauty Stock?<blockquote>为什么投资者为Ulta Beauty股票欢呼？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-08-26 19:32</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b><a href=\"https://laohu8.com/S/ULTA\">Ulta Salon Cosmetics &amp; Fragrance</a></b> (NASDAQ:ULTA)&nbsp;reported second-quarter FY21 sales growth of 60.2%&nbsp;year-on-year, to $1.97 billion, beating the analyst consensus of $1.72 billion. Sales improved 18% from Q2 FY19.</p><p><blockquote><b><a href=\"https://laohu8.com/S/ULTA\">Ulta Salon化妆品和香水</a></b>（纳斯达克股票代码：ULTA）公布2021财年第二季度销售额同比增长60.2%，达到19.7亿美元，超出分析师预期的17.2亿美元。销售额较2019财年第二季度增长18%。</blockquote></p><p> Comparable sales increased 56.3%, versus a 26.7% decline in Q2 FY20 and 6.2% growth in Q2 FY19.</p><p><blockquote>可比销售额增长56.3%，而2020财年第二季度下降26.7%，2019财年第二季度增长6.2%。</blockquote></p><p> The gross margin for the quarter expanded 1380 basis points Y/Y to 40.6% and 420 basis points from Q2 FY19.</p><p><blockquote>本季度毛利率同比增长1380个基点至40.6%，较2019财年第二季度增长420个基点。</blockquote></p><p> The operating margin was 16.9%, and operating income for the quarter rose 2496% Y/Y to $332.3 million.</p><p><blockquote>营业利润率为16.9%，本季度营业收入同比增长2496%至3.323亿美元。</blockquote></p><p> The company held $770.1 million in cash and equivalents as of July 31, 2021.</p><p><blockquote>截至2021年7月31日，该公司持有现金及等价物7.701亿美元。</blockquote></p><p> Net cash provided by operating activities for the six months totaled $401.4 million.</p><p><blockquote>六个月经营活动提供的净现金总计4.014亿美元。</blockquote></p><p> EPS of $4.56 beat the analyst consensus of $2.42.</p><p><blockquote>每股收益为4.56美元，超过分析师预期的2.42美元。</blockquote></p><p> <b>Outlook</b>: Ulta Beauty raised FY21 sales outlook to $8.1 billion - $8.3 billion (prior $7.7 billion - $7.8 billion) versus the consensus of $7.88 billion.</p><p><blockquote><b>世界观</b>：Ulta Beauty将2021财年销售额预期上调至81亿至83亿美元（之前为77亿至78亿美元），而市场普遍预期为78.8亿美元。</blockquote></p><p> The company expects FY21 EPS of $14.50 - $14.70 (prior $11.50 - $11.95) versus the consensus of $12.28.</p><p><blockquote>该公司预计2021财年每股收益为14.50-14.70美元（之前为11.50-11.95美元），而市场普遍预期为12.28美元。</blockquote></p><p> <b>Analyst Ratings</b>:&nbsp;<b>Deutsche Bank</b>&nbsp;maintains Ulta Beauty with a Buy and raises the price target from $410 to $417.</p><p><blockquote><b>分析师评级</b>: <b>德意志银行</b>维持Ulta Beauty买入评级，并将目标价从410美元上调至417美元。</blockquote></p><p> <b>Price Action:</b>&nbsp;ULTA shares are trading higher by 5.31% at $410.60 in premarket on the last check Thursday.</p><p><blockquote><b>价格走势：</b>周四最后一次盘前检查时，ULTA股价上涨5.31%，至410.60美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ULTA":"Ulta美容"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162095933","content_text":"Ulta Salon Cosmetics & Fragrance (NASDAQ:ULTA) reported second-quarter FY21 sales growth of 60.2% year-on-year, to $1.97 billion, beating the analyst consensus of $1.72 billion. Sales improved 18% from Q2 FY19.\nComparable sales increased 56.3%, versus a 26.7% decline in Q2 FY20 and 6.2% growth in Q2 FY19.\nThe gross margin for the quarter expanded 1380 basis points Y/Y to 40.6% and 420 basis points from Q2 FY19.\nThe operating margin was 16.9%, and operating income for the quarter rose 2496% Y/Y to $332.3 million.\nThe company held $770.1 million in cash and equivalents as of July 31, 2021.\nNet cash provided by operating activities for the six months totaled $401.4 million.\nEPS of $4.56 beat the analyst consensus of $2.42.\nOutlook: Ulta Beauty raised FY21 sales outlook to $8.1 billion - $8.3 billion (prior $7.7 billion - $7.8 billion) versus the consensus of $7.88 billion.\nThe company expects FY21 EPS of $14.50 - $14.70 (prior $11.50 - $11.95) versus the consensus of $12.28.\nAnalyst Ratings: Deutsche Bank maintains Ulta Beauty with a Buy and raises the price target from $410 to $417.\nPrice Action: ULTA shares are trading higher by 5.31% at $410.60 in premarket on the last check Thursday.","news_type":1,"symbols_score_info":{"ULTA":0.9}},"isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}