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2021-12-15

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2021-12-14

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PayPal's Recent Price Decline Will Eventually Happen To Nearly All Overvalued Technology Stocks<blockquote>PayPal最近的价格下跌最终将发生在几乎所有被高估的科技股身上</blockquote>

2021-12-13

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US IPO Week Ahead: IoT solutions, wine, and satellites in a 3 IPO week<blockquote>美国IPO周：三周IPO中的物联网解决方案、葡萄酒和卫星</blockquote>

2021-12-12

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2021-12-11

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2021-12-11

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2021-12-10

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2021-12-09

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2021-12-08

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2021-12-07

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2021-12-05

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2021-12-04

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2021-12-03

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2021-12-02

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2021-12-01

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2021-11-30

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2021-11-28

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2021-11-27

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2021-11-26

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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>

2021-11-25

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pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607694696","repostId":"2191784951","repostType":4,"isVote":1,"tweetType":1,"viewCount":2292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607037947,"gmtCreate":1639455606600,"gmtModify":1639455606933,"author":{"id":"3581636786147439","authorId":"3581636786147439","name":"Supermark","avatar":"https://static.tigerbbs.com/216b88e6021ef8dfdb8a3a1d156559d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581636786147439","authorIdStr":"3581636786147439"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607037947","repostId":"1120286910","repostType":4,"repost":{"id":"1120286910","kind":"news","pubTimestamp":1639453388,"share":"https://www.laohu8.com/m/news/1120286910?lang=zh_CN&edition=full","pubTime":"2021-12-14 11:43","market":"us","language":"en","title":"PayPal's Recent Price Decline Will Eventually Happen To Nearly All Overvalued Technology Stocks<blockquote>PayPal最近的价格下跌最终将发生在几乎所有被高估的科技股身上</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1120286910","media":"Seeking Alpha","summary":"Summary\n\nPayPal stock is down over -35% off this year's highs, and the stock still isn't cheap.\nI wa","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>PayPal stock is down over -35% off this year's highs, and the stock still isn't cheap.</li>  <li>I warned investors back in February of 2021 that PayPal was extremely overvalued and worth selling.</li>  <li>That warning could have been issued for dozens and dozens of overvalued technology stocks that still have over -50% downside from here within the next 3 years.</li>  <li>PayPal remains a great company that I would like to own, so I analyze the stock in order to establish I price at which I'd be willing to buy it.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/847095b0be294275f55f7e8f700d56b4\" tg-width=\"1536\" tg-height=\"1229\" width=\"100%\" height=\"auto\"><span>BsWei/iStock via Getty Images</span></p><p><blockquote><ul><li>PayPal股价较今年高点下跌超过-35%，而且该股仍然不便宜。</li><li>我早在2021年2月就警告投资者，PayPal的估值被严重高估，值得出售。</li><li>这一警告可能是针对数十只被高估的科技股发出的，这些股在未来3年内仍有超过-50%的下跌空间。</li><li>PayPal仍然是一家我想拥有的伟大公司，因此我分析该股票以确定我愿意购买它的价格。</li></ul><p class=\"t-img-caption\"><span>BsWei/iStock来自Getty Images</span></p></blockquote></p><p> <b>Introduction</b></p><p><blockquote><b>介绍</b></blockquote></p><p> Back on February 6th, 2021, I made a video where I shared with investors why PayPal (PYPL) stock was overvalued enough to sell. I shared that video on my Seeking Alpha bloghere. Since that time, PayPal has performed poorly both on an absolute basis and relative to the S&amp;P 500 (SPY).</p><p><blockquote>早在2021年2月6日，我就制作了一段视频，与投资者分享了为什么PayPal(PYPL)股票被高估到足以出售。我在我的Seeking Alpha bloghere上分享了该视频。自那时以来，PayPal的绝对表现和相对于标普500（SPDR标普500指数ETF）的表现都很差。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8252b7218af36cce8b5a591f56abaecd\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> The stock price is down about -30% since I warned investors and down about -38% off its high price of the year.</p><p><blockquote>自从我向投资者发出警告以来，该股股价已下跌约-30%，较今年的高点下跌约-38%。</blockquote></p><p> The truth is that I could have issued the same warning about many other technology stocks that had become overvalued, but PayPal was one that I actually wanted to buy if the price ever fell to a reasonable level. It was a case where there was absolutely nothing wrong with the company. There was no bad story to tell. The price had simply gotten insanely overvalued. It didn't matter how good the story around PayPal was back in February. Numbers almost always trump narrative over the long-term. And the numbers back then didn't make sense.</p><p><blockquote>事实是，我本可以对许多其他被高估的科技股发出同样的警告，但如果价格跌至合理水平，我实际上想买入PayPal。这是一个公司绝对没有问题的案例。没有什么不好的故事可讲。这个价格被高估了。二月份围绕PayPal的故事有多好并不重要。从长远来看，数字几乎总是胜过叙事。当时的数字没有意义。</blockquote></p><p> This should be an important lesson for medium and long-term investors. If the numbers don't work, it doesn't matter what the story is.</p><p><blockquote>这应该是中长线投资者的重要一课。如果数字不起作用，故事是什么并不重要。</blockquote></p><p> The difficultly for a stock writer like myself is that investors<i>love</i>narratives and stories. It's not our fault. Our human brains are hardwired that way. Since I shared my bearish February PayPal video, out of 62 articles on Seeking Alpha covering PayPal, there hasn't been a single \"Bearish\" article written. The primary reason for that is because PayPal's narrative was so appealing that valuation numbers were either ignored, or the assumptions around the numbers were not realistic.</p><p><blockquote>对于像我这样的股票作家来说，困难的是投资者<i>爱</i>叙事和故事。这不是我们的错。我们人类的大脑天生就是这样。自从我分享了我看跌的2月份PayPal视频以来，Seeking Alpha上报道PayPal的62篇文章中，没有一篇“看跌”文章。主要原因是PayPal的叙述如此吸引人，以至于估值数字要么被忽视，要么围绕这些数字的假设不现实。</blockquote></p><p> In this article, I'm going to share my current PayPal valuation based on earnings and earnings growth projections. I'll also share what I consider to be a fair value range for PayPal stock, and the price I would be looking to buy with a margin of safety. This is the same basic process I used to determine that PayPal stock was overvalued back in February of 2021.</p><p><blockquote>在本文中，我将分享我目前基于盈利和盈利增长预测的PayPal估值。我还将分享我认为PayPal股票的公允价值范围，以及我希望在安全边际的情况下购买的价格。这与我在2021年2月用来确定PayPal股票被高估的基本过程相同。</blockquote></p><p> <b>Full-Cycle Earnings Analysis</b></p><p><blockquote><b>全周期盈利分析</b></blockquote></p><p> As part of the analysis, I calculate what I consider to be the two main drivers of future total returns: Market sentiment returns and business returns. I then combine those expected returns together in the form of a 10-year CAGR expectation and use that to value the stock.</p><p><blockquote>作为分析的一部分，我计算了我认为未来总回报的两个主要驱动因素：市场情绪回报和商业回报。然后，我将这些预期回报以10年复合年增长率预期的形式组合在一起，并用它来评估股票。</blockquote></p><p> Before I begin this analysis, I always check the business's long-term earnings patterns in order to ensure that the business is a proper fit for this sort of analysis. If the historical earnings 1) don't have a long enough history 2) are erratic in nature, or 3) are too cyclical, then I either avoid analyzing the stock altogether or I use a different type of analysis that is more appropriate.</p><p><blockquote>在我开始这种分析之前，我总是检查企业的长期盈利模式，以确保企业适合这种分析。如果历史收益1）没有足够长的历史2）本质上不稳定，或者3）周期性太强，那么我要么完全避免分析股票，要么使用更合适的不同类型的分析。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/70078307e65a5a1d0e37f9e70b726b77\" tg-width=\"640\" tg-height=\"490\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> We can see that since 2015 PayPal's earnings per share have increased every single year. This is a clear secular growth pattern and it makes the stock very attractive as a long-term investment. Since 2015 there haven't been any negative earnings growth years so the stock is likely a good fit for the type of earnings analysis I'm going to perform. One important question to ask, though, is that while we did have a brief recession in 2020, it was a very unusual one. It's possible that PayPal's business could be more economically sensitive during a longer, more drawn-out recession. So, that is a risk. However, when I examined how eBay (EBAY) performed in the 2008/9 recession, its earnings growth was basically flat, and never went negative. If I had to make a guess, I think PayPal's earnings growth rate would probably decline during a \"normal\" recession, but still wouldn't be especially cyclical. For those reasons, I'm going to go ahead with my Full-Cycle Earnings Analysis even though we don't have hard historical data from \"normal\" recession for PayPal.</p><p><blockquote>我们可以看到，自2015年以来，PayPal的每股收益每年都在增长。这是一个明显的长期增长模式，它使该股票作为长期投资非常有吸引力。自2015年以来，没有出现过任何盈利负增长的年份，因此该股票可能非常适合我将要进行的盈利分析类型。不过，要问的一个重要问题是，虽然我们在2020年确实经历了短暂的衰退，但这是一次非常不寻常的衰退。在更长、更持久的经济衰退期间，PayPal的业务可能会对经济更加敏感。所以，这是一个风险。然而，当我考察eBay(EBAY)在2008/9年经济衰退中的表现时，其盈利增长基本持平，从未出现过负增长。如果让我猜的话，我认为PayPal的盈利增长率可能会在“正常”衰退期间下降，但仍然不会特别具有周期性。出于这些原因，尽管我们没有PayPal“正常”衰退的硬历史数据，但我仍将继续进行全周期盈利分析。</blockquote></p><p> <b>Market Sentiment Return Expectations</b></p><p><blockquote><b>市场情绪回归预期</b></blockquote></p><p></p><p> In order to estimate what sort of returns we might expect over the next 10 years, let's begin by examining what return we could expect 10 years from now if the P/E multiple were to revert to its mean from the previous economic cycle. Since we have had a recent recession (albeit an unusual one) I'm starting this cycle in fiscal year 2015 and running it through 2021's estimates.</p><p><blockquote>为了估计未来10年我们可能预期的回报，让我们首先研究一下，如果市盈率倍数恢复到上一个经济周期的平均值，我们从现在起10年后可以预期的回报。由于我们最近经历了一次衰退（尽管是一次不寻常的衰退），我将在2015财年开始这个周期，并通过2021年的估计运行它。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e36d2c3455962a02d96b8c88c32eadce\" tg-width=\"640\" tg-height=\"490\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> PayPal's average P/E from 2015 to the present has been a healthy 34.11 (the blue bar circled in gold on the FAST Graph). Using 2021's forward earnings estimates of $4.60 (also circled in gold), PayPal has a current P/E of 40.73. If that 40.73 P/E were to revert to the average P/E of 34.11 over the course of the next 10 years and everything else was held the same, PayPal's price would fall and it would produce a 10-Year CAGR of<b>-1.75%</b>. That's the annual return we can expect from sentiment mean reversion if it takes ten years to revert. If it takes less time to revert, the price could fall faster.</p><p><blockquote>PayPal从2015年至今的平均市盈率为34.11（快速图上用金色圈出的蓝色条）。使用2021年4.60美元的预期盈利预测（也用金色圈出），PayPal目前的市盈率为40.73。如果40.73市盈率在未来10年恢复到34.11的平均市盈率，而其他条件保持不变，PayPal的股价将会下跌，10年复合年增长率将为<b>-1.75%</b>如果情绪均值回归需要十年时间，这就是我们可以从情绪均值回归中预期的年回报率。如果恢复所需的时间更短，价格可能会下跌得更快。</blockquote></p><p> <b>Business Earnings Expectations</b></p><p><blockquote><b>业务盈利预期</b></blockquote></p><p> We previously examined what would happen if market sentiment reverted to the mean. This is entirely determined by the mood of the market and is quite often disconnected, or only loosely connected, to the performance of the actual business. In this section, we will examine the actual earnings of the business. The goal here is simple: We want to know how much money we would earn (expressed in the form of a CAGR %) over the course of 10 years if we bought the business at today's prices and kept all of the earnings for ourselves.</p><p><blockquote>我们之前研究了如果市场情绪恢复到均值会发生什么。这完全由市场情绪决定，并且通常与实际业务的表现脱节，或者只是松散地联系在一起。在本节中，我们将检查企业的实际收益。这里的目标很简单：我们想知道如果我们以今天的价格收购企业并将所有收益留给自己，我们在10年内会赚多少钱（以CAGR%的形式表示）。</blockquote></p><p> There are two main components of this: the first is the earnings yield and the second is the rate at which the earnings can be expected to grow. Let's start with the earnings yield (which is an inverted P/E ratio, so, the Earnings/Price ratio). The current earnings yield is about +2.46%. The way I like to think about this is, if I bought the company's whole business right now for $100, I would earn $2.46 per year on my investment if earnings remained the same for the next 10 years.</p><p><blockquote>这有两个主要组成部分：第一个是收益收益率，第二个是收益的预期增长率。让我们从收益率（这是一个倒置的市盈率，因此，市盈率）开始。目前的收益率约为+2.46%。我喜欢思考这个问题的方式是，如果我现在以100美元购买公司的整个业务，如果未来10年收益保持不变，我每年的投资将获得2.46美元。</blockquote></p><p> The next step is to estimate the company's earnings growth during this time period. I do that by figuring out at what rate earnings grew during the last cycle and applying that rate to the next 10 years. This involves calculating the EPS growth rate since 2015, taking into account each year's EPS growth or decline, and then backing out any share buybacks that occurred over that time period (because reducing shares will increase the EPS due to fewer shares).</p><p><blockquote>下一步是估计公司在这段时间内的盈利增长。我通过计算上一个周期的收益增长率并将该增长率应用于未来10年来做到这一点。这涉及计算自2015年以来的每股收益增长率，考虑每年的每股收益增长或下降，然后退出该时期发生的任何股票回购（因为减持股票会因股票减少而增加每股收益）。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f31b7d8ed5f59c82c2531cc686324d1a\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Due to the scale of the graph, the buybacks look much bigger than they actually are, and there isn't much to adjust here. Additionally, since PayPal has grown earnings every year there are no earnings growth declines to adjust for either. This makes estimating PayPal's earnings growth a relatively straightforward affair, and I estimate PayPal's earnings growth at about +23.65%.</p><p><blockquote>由于图表的规模，回购看起来比实际要大得多，这里没有太多调整。此外，由于PayPal的盈利每年都在增长，因此无需调整盈利增长下降。这使得估计PayPal的盈利增长变得相对简单，我估计PayPal的盈利增长约为+23.65%。</blockquote></p><p> Now, this is the point where my conservatism when it comes to asking myself \"What is a reasonable expectation, for valuation purposes, going forward 10 years?\" It is very, very difficult for businesses to grow earnings over 20% per year for a full decade (particularly if they have already been doing that the previous decade). For that reason, I cap all of my long-term forward earnings growth estimates when using them for valuation purposes at 20%. This is simply a way to help keep me from overpaying for a stock when their P/E multiple is likely to contract over time. So, for this valuation exercise, I am limiting my earnings growth assumption to 20%.</p><p><blockquote>现在，当我问自己“出于估值目的，未来10年的合理预期是什么？”对于企业来说，在整整十年的时间里，收入每年增长超过20%是非常非常困难的（特别是如果他们在过去十年里已经这样做了）。因此，在用于估值目的时，我将所有长期预期盈利增长预测限制在20%。当股票的市盈率可能会随着时间的推移而收缩时，这只是一种帮助我避免为股票支付过高价格的方法。因此，对于这次估值工作，我将盈利增长假设限制在20%。</blockquote></p><p> Next, I'll apply that growth rate to current earnings, looking forward 10 years in order to get a final 10-year CAGR estimate. The way I think about this is, if I bought PayPal's whole business for $100, it would pay me back $2.46 plus +20.00% growth the first year, and that amount would grow at +20.00% per year for 10 years after that. I want to know how much money I would have in total at the end of 10 years on my $100 investment, which I calculate to be about $176.50 (including the original $100). When I plug that growth into a CAGR calculator, that translates to a<b>+5.85%</b>10-year CAGR estimate for the expected business earnings returns.</p><p><blockquote>接下来，我将将该增长率应用于当前收益，展望10年，以获得最终的10年复合年增长率估计。我的想法是，如果我以100美元收购PayPal的整个业务，它将在第一年偿还我2.46美元，外加+20.00%的增长，并且在那之后的10年里，这个数额将以每年+20.00%的速度增长。我想知道我的100美元投资在10年后总共会有多少钱，我计算出大约是176.50美元（包括最初的100美元）。当我将这种增长插入CAGR计算器时，就会转化为<b>+5.85%</b>预期业务盈利回报的10年复合年增长率估计。</blockquote></p><p> <b>10-Year, Full-Cycle CAGR Estimate</b></p><p><blockquote><b>10年全周期复合年增长率估计</b></blockquote></p><p></p><p> Potential future returns can come from two main places: market sentiment returns or business earnings returns. If we assume that market sentiment reverts to the mean from the last cycle over the next 10 years for PayPal, it will produce a -1.75% CAGR. If the earnings yield and growth are similar to the last cycle, the company should produce somewhere around a +5.85% 10-year CAGR. If we put the two together, we get an expected 10-year, full-cycle CAGR of<b>+4.10%</b>at today's price.</p><p><blockquote>潜在的未来回报可以来自两个主要地方：市场情绪回报或业务收益回报。如果我们假设PayPal未来10年的市场情绪恢复到上一个周期的平均值，则复合年增长率将为-1.75%。如果盈利收益率和增长与上一个周期相似，该公司的10年复合年增长率应该在+5.85%左右。如果我们将两者放在一起，我们会得到预期的10年全周期复合年增长率为<b>+4.10%</b>以今天的价格。</blockquote></p><p> My Buy/Sell/Hold range for this category of stocks is: above a 12% CAGR is a Buy, below a 4% expected CAGR is a Sell, and in between 4% and 12% is a Hold. This puts PayPal stock just barely into the \"Hold\" category at today's price level.</p><p><blockquote>我对此类股票的买入/卖出/持有范围是：复合年增长率高于12%为买入，预期复合年增长率低于4%为卖出，4%至12%之间为持有。这使得PayPal股票在今天的价格水平上勉强属于“持有”类别。</blockquote></p><p> <b>Additional Considerations</b></p><p><blockquote><b>其他注意事项</b></blockquote></p><p> I consider PayPal one of the highest quality growth stocks in the market right now, which is why I've been monitoring its valuation relatively closely. In this section I'm going to share my fair value range for PayPal along with the price I would be willing to buy the stock with a margin of safety based on earnings, and also the price I would consider buying using a more aggressive and less conservative valuation approach. So, I'm going to look at PayPal's valuation from a variety of different perspectives to give us a clearer view of what might be an appropriate price to pay for the stock.</p><p><blockquote>我认为PayPal是目前市场上质量最高的成长型股票之一，这就是为什么我一直相对密切地关注其估值。在本节中，我将分享我对PayPal的公允价值范围，以及我愿意在基于收益的安全边际下购买该股票的价格，以及我考虑使用更激进和不太保守的估值方法购买的价格。因此，我将从各种不同的角度来看PayPal的估值，让我们更清楚地了解购买该股票的合适价格。</blockquote></p><p> First, I'll start with my buy price and fair value range using the same assumptions and inputs I used in this article. If we use all of those same inputs my current fair value range for PayPal is about $126.50 to $164.00 per share. My current buy price that includes a margin of safety is $112.10. Investors who buy below that price have very good odds of great returns over the medium-term with the stock.</p><p><blockquote>首先，我将使用本文中使用的相同假设和输入从我的购买价格和公允价值范围开始。如果我们使用所有这些相同的输入，我目前对PayPal的公允价值范围约为每股126.50美元至164.00美元。我目前的买入价格（包括安全边际）是112.10美元。低于该价格买入的投资者在中期内很有可能获得丰厚的回报。</blockquote></p><p> Once we get into the new year and 2022, I'll start pulling forward PayPal's 2022 earnings for my estimates. Right now, analysts expect $5.25 per share from earnings in 2022. That will improve PayPal's valuation a lot if the rest of their metrics remain the same, and it would raise their fair value range up to $145.00 to $187.50 dollars per share with a margin of safety buy price at $128.00 per share. This, of course, assumes analysts keep their estimates for 2022 in place and don't lower them over the next couple of months. It also means, based on future earnings, that in a month or two if PayPal keeps trading near its current price, it is already in the top end of a \"fair value\" price range. This might be a further reason for current owners to keep holding.</p><p><blockquote>一旦我们进入新的一年和2022年，我将开始提前预测PayPal 2022年的盈利。目前，分析师预计2022年每股收益为5.25美元。如果PayPal的其他指标保持不变，这将大大提高其估值，并将其公允价值范围提高至每股145.00美元至187.50美元，安全买入价格为每股128.00美元。当然，这是假设分析师维持对2022年的预期不变，并且在未来几个月内不会降低预期。这也意味着，根据未来的收益，如果PayPal在一两个月内保持接近当前价格的交易，它已经处于“公允价值”价格范围的上限。这可能是当前所有者继续持有的另一个原因。</blockquote></p><p> The Full-Cycle Earnings analysis I used in this article is not the only type of analysis I use. For certain rare businesses with fast profit growth dynamics, I recently developed a new analysis to help identify fast-growing businesses that might never become cheap enough to buy based on earnings alone. The methods of this analysis are exclusive to my private service, The Cyclical Investor's Club, but since PayPal's profit growth is very strong, it actually qualifies for this type of analysis, too, and I thought I would at least share the sort of \"buy price\" that analysis produces because it's a little more aggressive than the earnings-based analysis.</p><p><blockquote>我在本文中使用的全周期收益分析并不是我使用的唯一分析类型。对于某些利润快速增长的罕见企业，我最近开发了一种新的分析方法，以帮助识别仅根据收益可能永远不会变得足够便宜的快速增长企业。这种分析的方法是我的私人服务机构周期性投资者俱乐部独有的，但由于PayPal的利润增长非常强劲，它实际上也有资格进行这种类型的分析，我想我至少会分享这种分析产生的“购买价格”，因为它比基于收益的分析更激进一些。</blockquote></p><p> When I examine PayPal using the profit growth analysis, it produces a buy price of $144.90. I find that interesting because if profits keep growing this quarter that price is likely to rise a little bit and put it pretty close to the middle of fair value using next year's earnings using my earnings-based method. This assumes that PayPal's metrics don't deteriorate between now and then, and there would be some technical requirements PayPal would have to meet as well, but I think the odds are good that by February of 2022 I could be a buyer of PayPal stock, approximately one year after I warned investors about its high valuation. It's going to be very interesting to see how it turns out.</p><p><blockquote>当我使用利润增长分析来检查PayPal时，它得出的买入价格为144.90美元。我觉得这很有趣，因为如果本季度利润继续增长，价格可能会上涨一点，并使用我的基于收益的方法，使用明年的收益，使其非常接近公允价值的中间值。这是假设PayPal的指标从现在到那时不会恶化，而且PayPal也必须满足一些技术要求，但我认为到2022年2月，我很有可能成为PayPal股票的买家，大约在我警告投资者其高估值一年后。看看结果会很有趣。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> I think PayPal's 2021 decline is an interesting and useful case study that goes beyond PayPal itself. The sort of decline we've seen in PayPal's stock price this year was entirely predictable and there are many other richly valued technology stocks that will experience a similar decline, likely in 2022 for most of them. For investors who are overweight these types of stocks, now is probably a time to consider diversifying in order to help keep the gains they have experienced the past couple of years. While there will be some overvalued stocks that simply stagnate for several years and go nowhere, and a rare few that manage to keep rising, the vast majority will experience declines like PayPal has experienced.</p><p><blockquote>我认为PayPal 2021年的衰落是一个有趣且有用的案例研究，超越了PayPal本身。我们今年看到的PayPal股价下跌是完全可以预见的，还有许多其他估值丰厚的科技股也将经历类似的下跌，其中大多数可能在2022年。对于跑赢大盘此类股票的投资者来说，现在可能是考虑多元化的时候了，以帮助保持过去几年的收益。虽然会有一些被高估的股票停滞不前几年，毫无进展，也有极少数股票设法继续上涨，但绝大多数股票将经历像PayPal那样的下跌。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>PayPal's Recent Price Decline Will Eventually Happen To Nearly All Overvalued Technology Stocks<blockquote>PayPal最近的价格下跌最终将发生在几乎所有被高估的科技股身上</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\">\nPayPal's Recent Price Decline Will Eventually Happen To Nearly All Overvalued Technology Stocks<blockquote>PayPal最近的价格下跌最终将发生在几乎所有被高估的科技股身上</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-14 11:43</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>PayPal stock is down over -35% off this year's highs, and the stock still isn't cheap.</li>  <li>I warned investors back in February of 2021 that PayPal was extremely overvalued and worth selling.</li>  <li>That warning could have been issued for dozens and dozens of overvalued technology stocks that still have over -50% downside from here within the next 3 years.</li>  <li>PayPal remains a great company that I would like to own, so I analyze the stock in order to establish I price at which I'd be willing to buy it.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/847095b0be294275f55f7e8f700d56b4\" tg-width=\"1536\" tg-height=\"1229\" width=\"100%\" height=\"auto\"><span>BsWei/iStock via Getty Images</span></p><p><blockquote><ul><li>PayPal股价较今年高点下跌超过-35%，而且该股仍然不便宜。</li><li>我早在2021年2月就警告投资者，PayPal的估值被严重高估，值得出售。</li><li>这一警告可能是针对数十只被高估的科技股发出的，这些股在未来3年内仍有超过-50%的下跌空间。</li><li>PayPal仍然是一家我想拥有的伟大公司，因此我分析该股票以确定我愿意购买它的价格。</li></ul><p class=\"t-img-caption\"><span>BsWei/iStock来自Getty Images</span></p></blockquote></p><p> <b>Introduction</b></p><p><blockquote><b>介绍</b></blockquote></p><p> Back on February 6th, 2021, I made a video where I shared with investors why PayPal (PYPL) stock was overvalued enough to sell. I shared that video on my Seeking Alpha bloghere. Since that time, PayPal has performed poorly both on an absolute basis and relative to the S&amp;P 500 (SPY).</p><p><blockquote>早在2021年2月6日，我就制作了一段视频，与投资者分享了为什么PayPal(PYPL)股票被高估到足以出售。我在我的Seeking Alpha bloghere上分享了该视频。自那时以来，PayPal的绝对表现和相对于标普500（SPDR标普500指数ETF）的表现都很差。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8252b7218af36cce8b5a591f56abaecd\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> The stock price is down about -30% since I warned investors and down about -38% off its high price of the year.</p><p><blockquote>自从我向投资者发出警告以来，该股股价已下跌约-30%，较今年的高点下跌约-38%。</blockquote></p><p> The truth is that I could have issued the same warning about many other technology stocks that had become overvalued, but PayPal was one that I actually wanted to buy if the price ever fell to a reasonable level. It was a case where there was absolutely nothing wrong with the company. There was no bad story to tell. The price had simply gotten insanely overvalued. It didn't matter how good the story around PayPal was back in February. Numbers almost always trump narrative over the long-term. And the numbers back then didn't make sense.</p><p><blockquote>事实是，我本可以对许多其他被高估的科技股发出同样的警告，但如果价格跌至合理水平，我实际上想买入PayPal。这是一个公司绝对没有问题的案例。没有什么不好的故事可讲。这个价格被高估了。二月份围绕PayPal的故事有多好并不重要。从长远来看，数字几乎总是胜过叙事。当时的数字没有意义。</blockquote></p><p> This should be an important lesson for medium and long-term investors. If the numbers don't work, it doesn't matter what the story is.</p><p><blockquote>这应该是中长线投资者的重要一课。如果数字不起作用，故事是什么并不重要。</blockquote></p><p> The difficultly for a stock writer like myself is that investors<i>love</i>narratives and stories. It's not our fault. Our human brains are hardwired that way. Since I shared my bearish February PayPal video, out of 62 articles on Seeking Alpha covering PayPal, there hasn't been a single \"Bearish\" article written. The primary reason for that is because PayPal's narrative was so appealing that valuation numbers were either ignored, or the assumptions around the numbers were not realistic.</p><p><blockquote>对于像我这样的股票作家来说，困难的是投资者<i>爱</i>叙事和故事。这不是我们的错。我们人类的大脑天生就是这样。自从我分享了我看跌的2月份PayPal视频以来，Seeking Alpha上报道PayPal的62篇文章中，没有一篇“看跌”文章。主要原因是PayPal的叙述如此吸引人，以至于估值数字要么被忽视，要么围绕这些数字的假设不现实。</blockquote></p><p> In this article, I'm going to share my current PayPal valuation based on earnings and earnings growth projections. I'll also share what I consider to be a fair value range for PayPal stock, and the price I would be looking to buy with a margin of safety. This is the same basic process I used to determine that PayPal stock was overvalued back in February of 2021.</p><p><blockquote>在本文中，我将分享我目前基于盈利和盈利增长预测的PayPal估值。我还将分享我认为PayPal股票的公允价值范围，以及我希望在安全边际的情况下购买的价格。这与我在2021年2月用来确定PayPal股票被高估的基本过程相同。</blockquote></p><p> <b>Full-Cycle Earnings Analysis</b></p><p><blockquote><b>全周期盈利分析</b></blockquote></p><p> As part of the analysis, I calculate what I consider to be the two main drivers of future total returns: Market sentiment returns and business returns. I then combine those expected returns together in the form of a 10-year CAGR expectation and use that to value the stock.</p><p><blockquote>作为分析的一部分，我计算了我认为未来总回报的两个主要驱动因素：市场情绪回报和商业回报。然后，我将这些预期回报以10年复合年增长率预期的形式组合在一起，并用它来评估股票。</blockquote></p><p> Before I begin this analysis, I always check the business's long-term earnings patterns in order to ensure that the business is a proper fit for this sort of analysis. If the historical earnings 1) don't have a long enough history 2) are erratic in nature, or 3) are too cyclical, then I either avoid analyzing the stock altogether or I use a different type of analysis that is more appropriate.</p><p><blockquote>在我开始这种分析之前，我总是检查企业的长期盈利模式，以确保企业适合这种分析。如果历史收益1）没有足够长的历史2）本质上不稳定，或者3）周期性太强，那么我要么完全避免分析股票，要么使用更合适的不同类型的分析。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/70078307e65a5a1d0e37f9e70b726b77\" tg-width=\"640\" tg-height=\"490\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> We can see that since 2015 PayPal's earnings per share have increased every single year. This is a clear secular growth pattern and it makes the stock very attractive as a long-term investment. Since 2015 there haven't been any negative earnings growth years so the stock is likely a good fit for the type of earnings analysis I'm going to perform. One important question to ask, though, is that while we did have a brief recession in 2020, it was a very unusual one. It's possible that PayPal's business could be more economically sensitive during a longer, more drawn-out recession. So, that is a risk. However, when I examined how eBay (EBAY) performed in the 2008/9 recession, its earnings growth was basically flat, and never went negative. If I had to make a guess, I think PayPal's earnings growth rate would probably decline during a \"normal\" recession, but still wouldn't be especially cyclical. For those reasons, I'm going to go ahead with my Full-Cycle Earnings Analysis even though we don't have hard historical data from \"normal\" recession for PayPal.</p><p><blockquote>我们可以看到，自2015年以来，PayPal的每股收益每年都在增长。这是一个明显的长期增长模式，它使该股票作为长期投资非常有吸引力。自2015年以来，没有出现过任何盈利负增长的年份，因此该股票可能非常适合我将要进行的盈利分析类型。不过，要问的一个重要问题是，虽然我们在2020年确实经历了短暂的衰退，但这是一次非常不寻常的衰退。在更长、更持久的经济衰退期间，PayPal的业务可能会对经济更加敏感。所以，这是一个风险。然而，当我考察eBay(EBAY)在2008/9年经济衰退中的表现时，其盈利增长基本持平，从未出现过负增长。如果让我猜的话，我认为PayPal的盈利增长率可能会在“正常”衰退期间下降，但仍然不会特别具有周期性。出于这些原因，尽管我们没有PayPal“正常”衰退的硬历史数据，但我仍将继续进行全周期盈利分析。</blockquote></p><p> <b>Market Sentiment Return Expectations</b></p><p><blockquote><b>市场情绪回归预期</b></blockquote></p><p></p><p> In order to estimate what sort of returns we might expect over the next 10 years, let's begin by examining what return we could expect 10 years from now if the P/E multiple were to revert to its mean from the previous economic cycle. Since we have had a recent recession (albeit an unusual one) I'm starting this cycle in fiscal year 2015 and running it through 2021's estimates.</p><p><blockquote>为了估计未来10年我们可能预期的回报，让我们首先研究一下，如果市盈率倍数恢复到上一个经济周期的平均值，我们从现在起10年后可以预期的回报。由于我们最近经历了一次衰退（尽管是一次不寻常的衰退），我将在2015财年开始这个周期，并通过2021年的估计运行它。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e36d2c3455962a02d96b8c88c32eadce\" tg-width=\"640\" tg-height=\"490\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> PayPal's average P/E from 2015 to the present has been a healthy 34.11 (the blue bar circled in gold on the FAST Graph). Using 2021's forward earnings estimates of $4.60 (also circled in gold), PayPal has a current P/E of 40.73. If that 40.73 P/E were to revert to the average P/E of 34.11 over the course of the next 10 years and everything else was held the same, PayPal's price would fall and it would produce a 10-Year CAGR of<b>-1.75%</b>. That's the annual return we can expect from sentiment mean reversion if it takes ten years to revert. If it takes less time to revert, the price could fall faster.</p><p><blockquote>PayPal从2015年至今的平均市盈率为34.11（快速图上用金色圈出的蓝色条）。使用2021年4.60美元的预期盈利预测（也用金色圈出），PayPal目前的市盈率为40.73。如果40.73市盈率在未来10年恢复到34.11的平均市盈率，而其他条件保持不变，PayPal的股价将会下跌，10年复合年增长率将为<b>-1.75%</b>如果情绪均值回归需要十年时间，这就是我们可以从情绪均值回归中预期的年回报率。如果恢复所需的时间更短，价格可能会下跌得更快。</blockquote></p><p> <b>Business Earnings Expectations</b></p><p><blockquote><b>业务盈利预期</b></blockquote></p><p> We previously examined what would happen if market sentiment reverted to the mean. This is entirely determined by the mood of the market and is quite often disconnected, or only loosely connected, to the performance of the actual business. In this section, we will examine the actual earnings of the business. The goal here is simple: We want to know how much money we would earn (expressed in the form of a CAGR %) over the course of 10 years if we bought the business at today's prices and kept all of the earnings for ourselves.</p><p><blockquote>我们之前研究了如果市场情绪恢复到均值会发生什么。这完全由市场情绪决定，并且通常与实际业务的表现脱节，或者只是松散地联系在一起。在本节中，我们将检查企业的实际收益。这里的目标很简单：我们想知道如果我们以今天的价格收购企业并将所有收益留给自己，我们在10年内会赚多少钱（以CAGR%的形式表示）。</blockquote></p><p> There are two main components of this: the first is the earnings yield and the second is the rate at which the earnings can be expected to grow. Let's start with the earnings yield (which is an inverted P/E ratio, so, the Earnings/Price ratio). The current earnings yield is about +2.46%. The way I like to think about this is, if I bought the company's whole business right now for $100, I would earn $2.46 per year on my investment if earnings remained the same for the next 10 years.</p><p><blockquote>这有两个主要组成部分：第一个是收益收益率，第二个是收益的预期增长率。让我们从收益率（这是一个倒置的市盈率，因此，市盈率）开始。目前的收益率约为+2.46%。我喜欢思考这个问题的方式是，如果我现在以100美元购买公司的整个业务，如果未来10年收益保持不变，我每年的投资将获得2.46美元。</blockquote></p><p> The next step is to estimate the company's earnings growth during this time period. I do that by figuring out at what rate earnings grew during the last cycle and applying that rate to the next 10 years. This involves calculating the EPS growth rate since 2015, taking into account each year's EPS growth or decline, and then backing out any share buybacks that occurred over that time period (because reducing shares will increase the EPS due to fewer shares).</p><p><blockquote>下一步是估计公司在这段时间内的盈利增长。我通过计算上一个周期的收益增长率并将该增长率应用于未来10年来做到这一点。这涉及计算自2015年以来的每股收益增长率，考虑每年的每股收益增长或下降，然后退出该时期发生的任何股票回购（因为减持股票会因股票减少而增加每股收益）。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f31b7d8ed5f59c82c2531cc686324d1a\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Due to the scale of the graph, the buybacks look much bigger than they actually are, and there isn't much to adjust here. Additionally, since PayPal has grown earnings every year there are no earnings growth declines to adjust for either. This makes estimating PayPal's earnings growth a relatively straightforward affair, and I estimate PayPal's earnings growth at about +23.65%.</p><p><blockquote>由于图表的规模，回购看起来比实际要大得多，这里没有太多调整。此外，由于PayPal的盈利每年都在增长，因此无需调整盈利增长下降。这使得估计PayPal的盈利增长变得相对简单，我估计PayPal的盈利增长约为+23.65%。</blockquote></p><p> Now, this is the point where my conservatism when it comes to asking myself \"What is a reasonable expectation, for valuation purposes, going forward 10 years?\" It is very, very difficult for businesses to grow earnings over 20% per year for a full decade (particularly if they have already been doing that the previous decade). For that reason, I cap all of my long-term forward earnings growth estimates when using them for valuation purposes at 20%. This is simply a way to help keep me from overpaying for a stock when their P/E multiple is likely to contract over time. So, for this valuation exercise, I am limiting my earnings growth assumption to 20%.</p><p><blockquote>现在，当我问自己“出于估值目的，未来10年的合理预期是什么？”对于企业来说，在整整十年的时间里，收入每年增长超过20%是非常非常困难的（特别是如果他们在过去十年里已经这样做了）。因此，在用于估值目的时，我将所有长期预期盈利增长预测限制在20%。当股票的市盈率可能会随着时间的推移而收缩时，这只是一种帮助我避免为股票支付过高价格的方法。因此，对于这次估值工作，我将盈利增长假设限制在20%。</blockquote></p><p> Next, I'll apply that growth rate to current earnings, looking forward 10 years in order to get a final 10-year CAGR estimate. The way I think about this is, if I bought PayPal's whole business for $100, it would pay me back $2.46 plus +20.00% growth the first year, and that amount would grow at +20.00% per year for 10 years after that. I want to know how much money I would have in total at the end of 10 years on my $100 investment, which I calculate to be about $176.50 (including the original $100). When I plug that growth into a CAGR calculator, that translates to a<b>+5.85%</b>10-year CAGR estimate for the expected business earnings returns.</p><p><blockquote>接下来，我将将该增长率应用于当前收益，展望10年，以获得最终的10年复合年增长率估计。我的想法是，如果我以100美元收购PayPal的整个业务，它将在第一年偿还我2.46美元，外加+20.00%的增长，并且在那之后的10年里，这个数额将以每年+20.00%的速度增长。我想知道我的100美元投资在10年后总共会有多少钱，我计算出大约是176.50美元（包括最初的100美元）。当我将这种增长插入CAGR计算器时，就会转化为<b>+5.85%</b>预期业务盈利回报的10年复合年增长率估计。</blockquote></p><p> <b>10-Year, Full-Cycle CAGR Estimate</b></p><p><blockquote><b>10年全周期复合年增长率估计</b></blockquote></p><p></p><p> Potential future returns can come from two main places: market sentiment returns or business earnings returns. If we assume that market sentiment reverts to the mean from the last cycle over the next 10 years for PayPal, it will produce a -1.75% CAGR. If the earnings yield and growth are similar to the last cycle, the company should produce somewhere around a +5.85% 10-year CAGR. If we put the two together, we get an expected 10-year, full-cycle CAGR of<b>+4.10%</b>at today's price.</p><p><blockquote>潜在的未来回报可以来自两个主要地方：市场情绪回报或业务收益回报。如果我们假设PayPal未来10年的市场情绪恢复到上一个周期的平均值，则复合年增长率将为-1.75%。如果盈利收益率和增长与上一个周期相似，该公司的10年复合年增长率应该在+5.85%左右。如果我们将两者放在一起，我们会得到预期的10年全周期复合年增长率为<b>+4.10%</b>以今天的价格。</blockquote></p><p> My Buy/Sell/Hold range for this category of stocks is: above a 12% CAGR is a Buy, below a 4% expected CAGR is a Sell, and in between 4% and 12% is a Hold. This puts PayPal stock just barely into the \"Hold\" category at today's price level.</p><p><blockquote>我对此类股票的买入/卖出/持有范围是：复合年增长率高于12%为买入，预期复合年增长率低于4%为卖出，4%至12%之间为持有。这使得PayPal股票在今天的价格水平上勉强属于“持有”类别。</blockquote></p><p> <b>Additional Considerations</b></p><p><blockquote><b>其他注意事项</b></blockquote></p><p> I consider PayPal one of the highest quality growth stocks in the market right now, which is why I've been monitoring its valuation relatively closely. In this section I'm going to share my fair value range for PayPal along with the price I would be willing to buy the stock with a margin of safety based on earnings, and also the price I would consider buying using a more aggressive and less conservative valuation approach. So, I'm going to look at PayPal's valuation from a variety of different perspectives to give us a clearer view of what might be an appropriate price to pay for the stock.</p><p><blockquote>我认为PayPal是目前市场上质量最高的成长型股票之一，这就是为什么我一直相对密切地关注其估值。在本节中，我将分享我对PayPal的公允价值范围，以及我愿意在基于收益的安全边际下购买该股票的价格，以及我考虑使用更激进和不太保守的估值方法购买的价格。因此，我将从各种不同的角度来看PayPal的估值，让我们更清楚地了解购买该股票的合适价格。</blockquote></p><p> First, I'll start with my buy price and fair value range using the same assumptions and inputs I used in this article. If we use all of those same inputs my current fair value range for PayPal is about $126.50 to $164.00 per share. My current buy price that includes a margin of safety is $112.10. Investors who buy below that price have very good odds of great returns over the medium-term with the stock.</p><p><blockquote>首先，我将使用本文中使用的相同假设和输入从我的购买价格和公允价值范围开始。如果我们使用所有这些相同的输入，我目前对PayPal的公允价值范围约为每股126.50美元至164.00美元。我目前的买入价格（包括安全边际）是112.10美元。低于该价格买入的投资者在中期内很有可能获得丰厚的回报。</blockquote></p><p> Once we get into the new year and 2022, I'll start pulling forward PayPal's 2022 earnings for my estimates. Right now, analysts expect $5.25 per share from earnings in 2022. That will improve PayPal's valuation a lot if the rest of their metrics remain the same, and it would raise their fair value range up to $145.00 to $187.50 dollars per share with a margin of safety buy price at $128.00 per share. This, of course, assumes analysts keep their estimates for 2022 in place and don't lower them over the next couple of months. It also means, based on future earnings, that in a month or two if PayPal keeps trading near its current price, it is already in the top end of a \"fair value\" price range. This might be a further reason for current owners to keep holding.</p><p><blockquote>一旦我们进入新的一年和2022年，我将开始提前预测PayPal 2022年的盈利。目前，分析师预计2022年每股收益为5.25美元。如果PayPal的其他指标保持不变，这将大大提高其估值，并将其公允价值范围提高至每股145.00美元至187.50美元，安全买入价格为每股128.00美元。当然，这是假设分析师维持对2022年的预期不变，并且在未来几个月内不会降低预期。这也意味着，根据未来的收益，如果PayPal在一两个月内保持接近当前价格的交易，它已经处于“公允价值”价格范围的上限。这可能是当前所有者继续持有的另一个原因。</blockquote></p><p> The Full-Cycle Earnings analysis I used in this article is not the only type of analysis I use. For certain rare businesses with fast profit growth dynamics, I recently developed a new analysis to help identify fast-growing businesses that might never become cheap enough to buy based on earnings alone. The methods of this analysis are exclusive to my private service, The Cyclical Investor's Club, but since PayPal's profit growth is very strong, it actually qualifies for this type of analysis, too, and I thought I would at least share the sort of \"buy price\" that analysis produces because it's a little more aggressive than the earnings-based analysis.</p><p><blockquote>我在本文中使用的全周期收益分析并不是我使用的唯一分析类型。对于某些利润快速增长的罕见企业，我最近开发了一种新的分析方法，以帮助识别仅根据收益可能永远不会变得足够便宜的快速增长企业。这种分析的方法是我的私人服务机构周期性投资者俱乐部独有的，但由于PayPal的利润增长非常强劲，它实际上也有资格进行这种类型的分析，我想我至少会分享这种分析产生的“购买价格”，因为它比基于收益的分析更激进一些。</blockquote></p><p> When I examine PayPal using the profit growth analysis, it produces a buy price of $144.90. I find that interesting because if profits keep growing this quarter that price is likely to rise a little bit and put it pretty close to the middle of fair value using next year's earnings using my earnings-based method. This assumes that PayPal's metrics don't deteriorate between now and then, and there would be some technical requirements PayPal would have to meet as well, but I think the odds are good that by February of 2022 I could be a buyer of PayPal stock, approximately one year after I warned investors about its high valuation. It's going to be very interesting to see how it turns out.</p><p><blockquote>当我使用利润增长分析来检查PayPal时，它得出的买入价格为144.90美元。我觉得这很有趣，因为如果本季度利润继续增长，价格可能会上涨一点，并使用我的基于收益的方法，使用明年的收益，使其非常接近公允价值的中间值。这是假设PayPal的指标从现在到那时不会恶化，而且PayPal也必须满足一些技术要求，但我认为到2022年2月，我很有可能成为PayPal股票的买家，大约在我警告投资者其高估值一年后。看看结果会很有趣。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> I think PayPal's 2021 decline is an interesting and useful case study that goes beyond PayPal itself. The sort of decline we've seen in PayPal's stock price this year was entirely predictable and there are many other richly valued technology stocks that will experience a similar decline, likely in 2022 for most of them. For investors who are overweight these types of stocks, now is probably a time to consider diversifying in order to help keep the gains they have experienced the past couple of years. While there will be some overvalued stocks that simply stagnate for several years and go nowhere, and a rare few that manage to keep rising, the vast majority will experience declines like PayPal has experienced.</p><p><blockquote>我认为PayPal 2021年的衰落是一个有趣且有用的案例研究，超越了PayPal本身。我们今年看到的PayPal股价下跌是完全可以预见的，还有许多其他估值丰厚的科技股也将经历类似的下跌，其中大多数可能在2022年。对于跑赢大盘此类股票的投资者来说，现在可能是考虑多元化的时候了，以帮助保持过去几年的收益。虽然会有一些被高估的股票停滞不前几年，毫无进展，也有极少数股票设法继续上涨，但绝大多数股票将经历像PayPal那样的下跌。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4474960-paypal-share-price-decline-overvalued-technology-stocks\">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":{"PYPL":"PayPal"},"source_url":"https://seekingalpha.com/article/4474960-paypal-share-price-decline-overvalued-technology-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120286910","content_text":"Summary\n\nPayPal stock is down over -35% off this year's highs, and the stock still isn't cheap.\nI warned investors back in February of 2021 that PayPal was extremely overvalued and worth selling.\nThat warning could have been issued for dozens and dozens of overvalued technology stocks that still have over -50% downside from here within the next 3 years.\nPayPal remains a great company that I would like to own, so I analyze the stock in order to establish I price at which I'd be willing to buy it.\n\nBsWei/iStock via Getty Images\nIntroduction\nBack on February 6th, 2021, I made a video where I shared with investors why PayPal (PYPL) stock was overvalued enough to sell. I shared that video on my Seeking Alpha bloghere. Since that time, PayPal has performed poorly both on an absolute basis and relative to the S&P 500 (SPY).\nData by YCharts\nThe stock price is down about -30% since I warned investors and down about -38% off its high price of the year.\nThe truth is that I could have issued the same warning about many other technology stocks that had become overvalued, but PayPal was one that I actually wanted to buy if the price ever fell to a reasonable level. It was a case where there was absolutely nothing wrong with the company. There was no bad story to tell. The price had simply gotten insanely overvalued. It didn't matter how good the story around PayPal was back in February. Numbers almost always trump narrative over the long-term. And the numbers back then didn't make sense.\nThis should be an important lesson for medium and long-term investors. If the numbers don't work, it doesn't matter what the story is.\nThe difficultly for a stock writer like myself is that investorslovenarratives and stories. It's not our fault. Our human brains are hardwired that way. Since I shared my bearish February PayPal video, out of 62 articles on Seeking Alpha covering PayPal, there hasn't been a single \"Bearish\" article written. The primary reason for that is because PayPal's narrative was so appealing that valuation numbers were either ignored, or the assumptions around the numbers were not realistic.\nIn this article, I'm going to share my current PayPal valuation based on earnings and earnings growth projections. I'll also share what I consider to be a fair value range for PayPal stock, and the price I would be looking to buy with a margin of safety. This is the same basic process I used to determine that PayPal stock was overvalued back in February of 2021.\nFull-Cycle Earnings Analysis\nAs part of the analysis, I calculate what I consider to be the two main drivers of future total returns: Market sentiment returns and business returns. I then combine those expected returns together in the form of a 10-year CAGR expectation and use that to value the stock.\nBefore I begin this analysis, I always check the business's long-term earnings patterns in order to ensure that the business is a proper fit for this sort of analysis. If the historical earnings 1) don't have a long enough history 2) are erratic in nature, or 3) are too cyclical, then I either avoid analyzing the stock altogether or I use a different type of analysis that is more appropriate.\n\nWe can see that since 2015 PayPal's earnings per share have increased every single year. This is a clear secular growth pattern and it makes the stock very attractive as a long-term investment. Since 2015 there haven't been any negative earnings growth years so the stock is likely a good fit for the type of earnings analysis I'm going to perform. One important question to ask, though, is that while we did have a brief recession in 2020, it was a very unusual one. It's possible that PayPal's business could be more economically sensitive during a longer, more drawn-out recession. So, that is a risk. However, when I examined how eBay (EBAY) performed in the 2008/9 recession, its earnings growth was basically flat, and never went negative. If I had to make a guess, I think PayPal's earnings growth rate would probably decline during a \"normal\" recession, but still wouldn't be especially cyclical. For those reasons, I'm going to go ahead with my Full-Cycle Earnings Analysis even though we don't have hard historical data from \"normal\" recession for PayPal.\nMarket Sentiment Return Expectations\nIn order to estimate what sort of returns we might expect over the next 10 years, let's begin by examining what return we could expect 10 years from now if the P/E multiple were to revert to its mean from the previous economic cycle. Since we have had a recent recession (albeit an unusual one) I'm starting this cycle in fiscal year 2015 and running it through 2021's estimates.\n\nPayPal's average P/E from 2015 to the present has been a healthy 34.11 (the blue bar circled in gold on the FAST Graph). Using 2021's forward earnings estimates of $4.60 (also circled in gold), PayPal has a current P/E of 40.73. If that 40.73 P/E were to revert to the average P/E of 34.11 over the course of the next 10 years and everything else was held the same, PayPal's price would fall and it would produce a 10-Year CAGR of-1.75%. That's the annual return we can expect from sentiment mean reversion if it takes ten years to revert. If it takes less time to revert, the price could fall faster.\nBusiness Earnings Expectations\nWe previously examined what would happen if market sentiment reverted to the mean. This is entirely determined by the mood of the market and is quite often disconnected, or only loosely connected, to the performance of the actual business. In this section, we will examine the actual earnings of the business. The goal here is simple: We want to know how much money we would earn (expressed in the form of a CAGR %) over the course of 10 years if we bought the business at today's prices and kept all of the earnings for ourselves.\nThere are two main components of this: the first is the earnings yield and the second is the rate at which the earnings can be expected to grow. Let's start with the earnings yield (which is an inverted P/E ratio, so, the Earnings/Price ratio). The current earnings yield is about +2.46%. The way I like to think about this is, if I bought the company's whole business right now for $100, I would earn $2.46 per year on my investment if earnings remained the same for the next 10 years.\nThe next step is to estimate the company's earnings growth during this time period. I do that by figuring out at what rate earnings grew during the last cycle and applying that rate to the next 10 years. This involves calculating the EPS growth rate since 2015, taking into account each year's EPS growth or decline, and then backing out any share buybacks that occurred over that time period (because reducing shares will increase the EPS due to fewer shares).\nData by YCharts\nDue to the scale of the graph, the buybacks look much bigger than they actually are, and there isn't much to adjust here. Additionally, since PayPal has grown earnings every year there are no earnings growth declines to adjust for either. This makes estimating PayPal's earnings growth a relatively straightforward affair, and I estimate PayPal's earnings growth at about +23.65%.\nNow, this is the point where my conservatism when it comes to asking myself \"What is a reasonable expectation, for valuation purposes, going forward 10 years?\" It is very, very difficult for businesses to grow earnings over 20% per year for a full decade (particularly if they have already been doing that the previous decade). For that reason, I cap all of my long-term forward earnings growth estimates when using them for valuation purposes at 20%. This is simply a way to help keep me from overpaying for a stock when their P/E multiple is likely to contract over time. So, for this valuation exercise, I am limiting my earnings growth assumption to 20%.\nNext, I'll apply that growth rate to current earnings, looking forward 10 years in order to get a final 10-year CAGR estimate. The way I think about this is, if I bought PayPal's whole business for $100, it would pay me back $2.46 plus +20.00% growth the first year, and that amount would grow at +20.00% per year for 10 years after that. I want to know how much money I would have in total at the end of 10 years on my $100 investment, which I calculate to be about $176.50 (including the original $100). When I plug that growth into a CAGR calculator, that translates to a+5.85%10-year CAGR estimate for the expected business earnings returns.\n10-Year, Full-Cycle CAGR Estimate\nPotential future returns can come from two main places: market sentiment returns or business earnings returns. If we assume that market sentiment reverts to the mean from the last cycle over the next 10 years for PayPal, it will produce a -1.75% CAGR. If the earnings yield and growth are similar to the last cycle, the company should produce somewhere around a +5.85% 10-year CAGR. If we put the two together, we get an expected 10-year, full-cycle CAGR of+4.10%at today's price.\nMy Buy/Sell/Hold range for this category of stocks is: above a 12% CAGR is a Buy, below a 4% expected CAGR is a Sell, and in between 4% and 12% is a Hold. This puts PayPal stock just barely into the \"Hold\" category at today's price level.\nAdditional Considerations\nI consider PayPal one of the highest quality growth stocks in the market right now, which is why I've been monitoring its valuation relatively closely. In this section I'm going to share my fair value range for PayPal along with the price I would be willing to buy the stock with a margin of safety based on earnings, and also the price I would consider buying using a more aggressive and less conservative valuation approach. So, I'm going to look at PayPal's valuation from a variety of different perspectives to give us a clearer view of what might be an appropriate price to pay for the stock.\nFirst, I'll start with my buy price and fair value range using the same assumptions and inputs I used in this article. If we use all of those same inputs my current fair value range for PayPal is about $126.50 to $164.00 per share. My current buy price that includes a margin of safety is $112.10. Investors who buy below that price have very good odds of great returns over the medium-term with the stock.\nOnce we get into the new year and 2022, I'll start pulling forward PayPal's 2022 earnings for my estimates. Right now, analysts expect $5.25 per share from earnings in 2022. That will improve PayPal's valuation a lot if the rest of their metrics remain the same, and it would raise their fair value range up to $145.00 to $187.50 dollars per share with a margin of safety buy price at $128.00 per share. This, of course, assumes analysts keep their estimates for 2022 in place and don't lower them over the next couple of months. It also means, based on future earnings, that in a month or two if PayPal keeps trading near its current price, it is already in the top end of a \"fair value\" price range. This might be a further reason for current owners to keep holding.\nThe Full-Cycle Earnings analysis I used in this article is not the only type of analysis I use. For certain rare businesses with fast profit growth dynamics, I recently developed a new analysis to help identify fast-growing businesses that might never become cheap enough to buy based on earnings alone. The methods of this analysis are exclusive to my private service, The Cyclical Investor's Club, but since PayPal's profit growth is very strong, it actually qualifies for this type of analysis, too, and I thought I would at least share the sort of \"buy price\" that analysis produces because it's a little more aggressive than the earnings-based analysis.\nWhen I examine PayPal using the profit growth analysis, it produces a buy price of $144.90. I find that interesting because if profits keep growing this quarter that price is likely to rise a little bit and put it pretty close to the middle of fair value using next year's earnings using my earnings-based method. This assumes that PayPal's metrics don't deteriorate between now and then, and there would be some technical requirements PayPal would have to meet as well, but I think the odds are good that by February of 2022 I could be a buyer of PayPal stock, approximately one year after I warned investors about its high valuation. It's going to be very interesting to see how it turns out.\nConclusion\nI think PayPal's 2021 decline is an interesting and useful case study that goes beyond PayPal itself. The sort of decline we've seen in PayPal's stock price this year was entirely predictable and there are many other richly valued technology stocks that will experience a similar decline, likely in 2022 for most of them. For investors who are overweight these types of stocks, now is probably a time to consider diversifying in order to help keep the gains they have experienced the past couple of years. While there will be some overvalued stocks that simply stagnate for several years and go nowhere, and a rare few that manage to keep rising, the vast majority will experience declines like PayPal has experienced.","news_type":1,"symbols_score_info":{"PYPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604330918,"gmtCreate":1639343555044,"gmtModify":1639343555364,"author":{"id":"3581636786147439","authorId":"3581636786147439","name":"Supermark","avatar":"https://static.tigerbbs.com/216b88e6021ef8dfdb8a3a1d156559d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581636786147439","authorIdStr":"3581636786147439"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/604330918","repostId":"1103250344","repostType":4,"repost":{"id":"1103250344","kind":"news","pubTimestamp":1639280672,"share":"https://www.laohu8.com/m/news/1103250344?lang=zh_CN&edition=full","pubTime":"2021-12-12 11:44","market":"us","language":"en","title":"US IPO Week Ahead: IoT solutions, wine, and satellites in a 3 IPO week<blockquote>美国IPO周：三周IPO中的物联网解决方案、葡萄酒和卫星</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103250344","media":"renaissancecap...","summary":"The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to r","content":"<p>The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to raise $789 million.</p><p><blockquote>预计未来一周IPO市场将保持相对平静，三起IPO计划筹集7.89亿美元。</blockquote></p><p> IoT solutions developer<b>Samsara</b>(IOT) plans to raise $753 million at an $11.6 billion market cap. This \"internet-of-things\" company provides a cloud-based platform that connects the assets of businesses with physical operations, enhancing operational efficiency and asset and employee productivity. Fast growing but highly unprofitable, Samsara saw double-digit growth for customers with $100k+ ARR in the 9mo FY22.</p><p><blockquote>物联网解决方案开发人员<b>轮回</b>(IOT)计划以116亿美元的市值筹集7.53亿美元。这家“物联网”公司提供了一个基于云的平台，将企业的资产与物理运营连接起来，提高了运营效率以及资产和员工的生产力。Samsara增长迅速，但利润极低，在2022财年第9个月，ARR超过10万美元的客户实现了两位数增长。</blockquote></p><p> Wine brand<b>Fresh Vine Wine</b>(VINE) plans to raise $21 million at a $116 million market cap. This celebrity-founded company produces low carb, low calorie premium wines. Growing but highly unprofitable, Fresh Vine sells its wines through wholesale, retail, and DTC channels, and is able to conduct wholesale distribution in all 50 states and Puerto Rico.</p><p><blockquote>葡萄酒品牌<b>鲜藤酒</b>(VINE)计划以1.16亿美元的市值筹集2100万美元。这家名人创立的公司生产低碳水化合物、低热量的优质葡萄酒。Fresh Vine通过批发、零售和DTC渠道销售其葡萄酒，并能够在所有50个州和波多黎各进行批发分销。</blockquote></p><p> Micro-cap satellite developer<b>Sidus Space</b>(SIDU) plans to raise $15 million at an $81 million market cap. This company provides commercial satellite services such as design, manufacture, launch, and data collection. &nbsp;Sidus Space has generated space-related manufacturing revenues to date, but is highly unprofitable with negative gross margin in the 9mo21.</p><p><blockquote>微型卫星开发商<b>Sidus空间</b>(SIDU)计划以8100万美元的市值筹集1500万美元。这家公司提供设计、制造、发射和数据收集等商业卫星服务。迄今为止，Sidus Space已产生与太空相关的制造收入，但2021年9月毛利率为负，严重无利可图。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ead80e54642569e2b7b368c8d50dc265\" tg-width=\"1409\" tg-height=\"457\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","source":"lsy1619493174116","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US IPO Week Ahead: IoT solutions, wine, and satellites in a 3 IPO week<blockquote>美国IPO周：三周IPO中的物联网解决方案、葡萄酒和卫星</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: IoT solutions, wine, and satellites in a 3 IPO week<blockquote>美国IPO周：三周IPO中的物联网解决方案、葡萄酒和卫星</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">renaissancecap...</strong><span class=\"h-time small\">2021-12-12 11:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to raise $789 million.</p><p><blockquote>预计未来一周IPO市场将保持相对平静，三起IPO计划筹集7.89亿美元。</blockquote></p><p> IoT solutions developer<b>Samsara</b>(IOT) plans to raise $753 million at an $11.6 billion market cap. This \"internet-of-things\" company provides a cloud-based platform that connects the assets of businesses with physical operations, enhancing operational efficiency and asset and employee productivity. Fast growing but highly unprofitable, Samsara saw double-digit growth for customers with $100k+ ARR in the 9mo FY22.</p><p><blockquote>物联网解决方案开发人员<b>轮回</b>(IOT)计划以116亿美元的市值筹集7.53亿美元。这家“物联网”公司提供了一个基于云的平台，将企业的资产与物理运营连接起来，提高了运营效率以及资产和员工的生产力。Samsara增长迅速，但利润极低，在2022财年第9个月，ARR超过10万美元的客户实现了两位数增长。</blockquote></p><p> Wine brand<b>Fresh Vine Wine</b>(VINE) plans to raise $21 million at a $116 million market cap. This celebrity-founded company produces low carb, low calorie premium wines. Growing but highly unprofitable, Fresh Vine sells its wines through wholesale, retail, and DTC channels, and is able to conduct wholesale distribution in all 50 states and Puerto Rico.</p><p><blockquote>葡萄酒品牌<b>鲜藤酒</b>(VINE)计划以1.16亿美元的市值筹集2100万美元。这家名人创立的公司生产低碳水化合物、低热量的优质葡萄酒。Fresh Vine通过批发、零售和DTC渠道销售其葡萄酒，并能够在所有50个州和波多黎各进行批发分销。</blockquote></p><p> Micro-cap satellite developer<b>Sidus Space</b>(SIDU) plans to raise $15 million at an $81 million market cap. This company provides commercial satellite services such as design, manufacture, launch, and data collection. &nbsp;Sidus Space has generated space-related manufacturing revenues to date, but is highly unprofitable with negative gross margin in the 9mo21.</p><p><blockquote>微型卫星开发商<b>Sidus空间</b>(SIDU)计划以8100万美元的市值筹集1500万美元。这家公司提供设计、制造、发射和数据收集等商业卫星服务。迄今为止，Sidus Space已产生与太空相关的制造收入，但2021年9月毛利率为负，严重无利可图。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ead80e54642569e2b7b368c8d50dc265\" tg-width=\"1409\" tg-height=\"457\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/89474/US-IPO-Week-Ahead-IoT-solutions-wine-and-satellites-in-a-3-IPO-week\">renaissancecap...</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","SIDU":"Sidus Space Inc.","IOT":"Samsara, Inc.",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/89474/US-IPO-Week-Ahead-IoT-solutions-wine-and-satellites-in-a-3-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103250344","content_text":"The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to raise $789 million.\nIoT solutions developerSamsara(IOT) plans to raise $753 million at an $11.6 billion market cap. This \"internet-of-things\" company provides a cloud-based platform that connects the assets of businesses with physical operations, enhancing operational efficiency and asset and employee productivity. Fast growing but highly unprofitable, Samsara saw double-digit growth for customers with $100k+ ARR in the 9mo FY22.\nWine brandFresh Vine Wine(VINE) plans to raise $21 million at a $116 million market cap. This celebrity-founded company produces low carb, low calorie premium wines. Growing but highly unprofitable, Fresh Vine sells its wines through wholesale, retail, and DTC channels, and is able to conduct wholesale distribution in all 50 states and Puerto Rico.\nMicro-cap satellite developerSidus Space(SIDU) plans to raise $15 million at an $81 million market cap. This company provides commercial satellite services such as design, manufacture, launch, and data collection.  Sidus Space has generated space-related manufacturing revenues to date, but is highly unprofitable with negative gross margin in the 9mo21.","news_type":1,"symbols_score_info":{".SPX":0,".DJI":0,"VINE":0,"SIDU":0,".IXIC":0,"IOT":0}},"isVote":1,"tweetType":1,"viewCount":2193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605757727,"gmtCreate":1639271339464,"gmtModify":1639271339789,"author":{"id":"3581636786147439","authorId":"3581636786147439","name":"Supermark","avatar":"https://static.tigerbbs.com/216b88e6021ef8dfdb8a3a1d156559d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581636786147439","authorIdStr":"3581636786147439"},"themes":[],"htmlText":"Pls like&nbsp;","listText":"Pls like&nbsp;","text":"Pls 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pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877293028","repostId":"1163577509","repostType":4,"repost":{"id":"1163577509","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":1637931981,"share":"https://www.laohu8.com/m/news/1163577509?lang=zh_CN&edition=full","pubTime":"2021-11-26 21:06","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=1163577509","media":"Tiger Newspress","summary":"U.S. stock index futures pointed to a slide at the post-Thanksgiving Wall Street open and oil hit tw","content":"<p>U.S. stock index futures pointed to a slide at the post-Thanksgiving Wall Street open and oil hit two-month lows as fears of a possibly vaccine-resistant coronavirus variant sent investors scurrying to safe-haven assets.</p><p><blockquote>美国股指期货在感恩节后华尔街开盘下跌，油价触及两个月低点，原因是对可能对疫苗产生耐药性的冠状病毒变种的担忧促使投资者纷纷转向避险资产。</blockquote></p><p> At 8:00 a.m. ET, Dow E-minis were down 776 points, or 2.17%, S&amp;P 500 E-minis were down 73.25 points, or 1.56% and Nasdaq 100 E-minis were down 147 points, or 0.9%.</p><p><blockquote>截至美国东部时间上午8:00，道指e-mini下跌776点，跌幅2.17%，标普500 e-mini下跌73.25点，跌幅1.56%，纳斯达克100 e-mini下跌147点，跌幅0.9%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/500e72c7269646a086528ac1783b7ea9\" tg-width=\"1199\" tg-height=\"366\" referrerpolicy=\"no-referrer\"><span>*Source From Tiger Trade, EST 08:00</span></p><p><blockquote><p class=\"t-img-caption\"><span>*来源自Tiger Trade，美国东部时间08:00</span></p></blockquote></p><p> \"This could be the moment that people look back on as derailing the economic recovery and rate rises but what we have is a big insertion of uncertainty rather than something material,\" said Peter Rutter, head of equities at Royal London Asset Management.</p><p><blockquote>皇家伦敦资产管理公司股票主管彼得·鲁特表示：“这可能是人们回顾经济复苏和加息脱轨的时刻，但我们面临的是巨大的不确定性，而不是实质性的东西。”</blockquote></p><p> \"The very fact we don't know is what's concerning the market.\"</p><p><blockquote>“我们不知道的事实是市场关心什么。”</blockquote></p><p> The WHO is convening an experts' meeting on Friday to evaluate whether the new variant is a \"variant of concern\".</p><p><blockquote>世卫组织将于周五召开专家会议，评估新变种是否是“值得关注的变种”。</blockquote></p><p> It will take a few weeks to understand the impact of the variant, a spokesperson said.</p><p><blockquote>一位发言人表示，需要几周时间才能了解该变种的影响。</blockquote></p><p> \"We need to see how transmissible this variant is, is it able to evade the vaccines - this is crucial,\" Coghlan said.</p><p><blockquote>“我们需要看看这种变种的传播性如何，它是否能够逃避疫苗——这至关重要，”科格兰说。</blockquote></p><p> <b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> Travel and leisure stocks – Airline stocks are getting hit hard in the premarket by news of the new Covid-19 variant, includingAmerican (AAL),United (UAL),Southwest (LUV),Delta (DAL)andJetBlue (JBLU). Cruise stocks were also getting rocked:Royal Caribbean (RCL)slid 10.6%,Carnival (CCL)took a 10.5% hit, andNorwegian (NCLH)fell 10%.</p><p><blockquote>旅游和休闲股——航空股在盘前因新的Covid-19变种的消息而受到沉重打击，包括美国航空(AAL)、联合航空(UAL)、西南航空(LUV)、达美航空(DAL)和捷蓝航空(JBLU)。邮轮股也受到冲击：皇家加勒比(RCL)下跌10.6%，嘉年华(CCL)下跌10.5%，挪威航空(NCLH)下跌10%。</blockquote></p><p> Stay-at-home stocks – Stocks that benefited from Covid-19 closures rebounded, withZoom Video (ZM)gaining 7.8% in premarket trading,DocuSign (DOCU)up 3%,Netflix (NFLX)higher by 2.2% andPeloton (PTON)jumping 6.2%.</p><p><blockquote>居家股票——受益于Covid-19关闭的股票反弹，Zoom Video(ZM)在盘前交易中上涨7.8%，DocuSign(DOCU)上涨3%，Netflix(NFLX)上涨2.2%，Peloton(PTON)上涨6.2%。</blockquote></p><p> Vaccine stocks – These are rising following the Covid variant news, withModerna (MRNA)surging 8.6% in the premarket,Pfizer (PFE)jumping 5.6%,BioNTech (BNTX)surging 7.3% andNovavax (NVAX)rallying 5.3%.</p><p><blockquote>疫苗股——Covid变种消息传出后，疫苗股纷纷上涨，Moderna(MRNA)盘前飙升8.6%，辉瑞(PFE)上涨5.6%，BioNTech(BNTX)飙升7.3%，Novavax(NVAX)上涨5.3%。</blockquote></p><p> <a href=\"https://laohu8.com/S/MRK\">Merck</a> (MRK)– The drug maker and its partner, Ridgeback Biotherapeutics, said their experimental Covid pill cut the risk of death and hospitalization in at-risk patients by 30%. However, that was a lower efficacy rate than was seen in an earlier study, and Merck fell 3% in premarket trading.</p><p><blockquote><a href=\"https://laohu8.com/S/MRK\">默克</a>（MRK）-制药商及其合作伙伴Ridgeback Biotherapeutics表示，他们的实验性Covid药丸将高危患者的死亡和住院风险降低了30%。然而，这一有效率低于早期研究中看到的，默克公司在盘前交易中下跌了3%。</blockquote></p><p> <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> (TSLA)– Tesla will invest $188 million to expand production capacity at its Shanghai factory, according to the state-backed Beijing Daily newspaper. Tesla fell 2.3% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA)——据官方媒体《北京日报》报道，特斯拉将投资1.88亿美元扩大其上海工厂的产能。特斯拉盘前下跌2.3%。</blockquote></p><p> <a href=\"https://laohu8.com/S/MU\">Micron Technology</a> (MU)– Micron and Taiwan-based chip makerUnited Microelectronics (UMC)have withdrawn intellectual property complaints against each other. The two companies did not give a reason for ending those cases. Micron fell 1.6% in the premarket, while United Micro slid 2.3%.</p><p><blockquote><a href=\"https://laohu8.com/S/MU\">美光科技</a>(MU)——美光科技和台湾芯片制造商联合微电子(UMC)已撤回对彼此的知识产权投诉。两家公司没有给出结束这些案件的理由。美光科技盘前下跌1.6%，联合微科技下跌2.3%。</blockquote></p><p> <a href=\"https://laohu8.com/S/BA\">Boeing</a> (BA)– Boeing was told that its bid to sell fighter jets to Canada did not meet the government’s requirements, according to a report in the Canadian Press. The report said two other competitors,Lockheed Martin (LMT)and Sweden’s Saab, did meet those requirements and remain in the competition. Boeing lost 6.3% in premarket action.</p><p><blockquote><a href=\"https://laohu8.com/S/BA\">波音公司</a>（BA）——据加拿大媒体报道，波音公司被告知，其向加拿大出售战斗机的投标不符合政府的要求。报告称，另外两家竞争对手洛克希德·马丁公司（LMT）和瑞典萨博公司确实满足了这些要求，并继续参与竞争。波音公司盘前下跌6.3%。</blockquote></p><p> <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> (MSFT)– Microsoft Chief Executive Officer Satya Nadella disclosed the sale of 839,000 shares in an SEC filing, leaving him with ownership of 831,000 shares following that transaction. Microsoft fell 1% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT)-微软首席执行官萨蒂亚·纳德拉(Satya Nadella)在向SEC提交的文件中披露了出售839,000股股票的情况，交易后他拥有831,000股股票的所有权。微软盘前下跌1%。</blockquote></p><p> <a href=\"https://laohu8.com/S/PDD\">Pinduoduo Inc.</a> (PDD)– The China-based e-commerce platform operator saw its shares plummet 17.7% in the premarket, after it reported quarterly revenue that was well below analyst estimates amid increasing competition from companies like&nbsp;Alibaba (BABA)&nbsp;and&nbsp;JD.com (JD).</p><p><blockquote><a href=\"https://laohu8.com/S/PDD\">拼多多</a>(PDD)——由于来自阿里巴巴-SW(BABA)和京东等公司的竞争日益激烈，这家总部位于中国的电子商务平台运营商公布的季度收入远低于分析师预期，其股价在盘前暴跌17.7%。com（京东）。</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\">2021-11-26 21:06</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S. stock index futures pointed to a slide at the post-Thanksgiving Wall Street open and oil hit two-month lows as fears of a possibly vaccine-resistant coronavirus variant sent investors scurrying to safe-haven assets.</p><p><blockquote>美国股指期货在感恩节后华尔街开盘下跌，油价触及两个月低点，原因是对可能对疫苗产生耐药性的冠状病毒变种的担忧促使投资者纷纷转向避险资产。</blockquote></p><p> At 8:00 a.m. ET, Dow E-minis were down 776 points, or 2.17%, S&amp;P 500 E-minis were down 73.25 points, or 1.56% and Nasdaq 100 E-minis were down 147 points, or 0.9%.</p><p><blockquote>截至美国东部时间上午8:00，道指e-mini下跌776点，跌幅2.17%，标普500 e-mini下跌73.25点，跌幅1.56%，纳斯达克100 e-mini下跌147点，跌幅0.9%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/500e72c7269646a086528ac1783b7ea9\" tg-width=\"1199\" tg-height=\"366\" referrerpolicy=\"no-referrer\"><span>*Source From Tiger Trade, EST 08:00</span></p><p><blockquote><p class=\"t-img-caption\"><span>*来源自Tiger Trade，美国东部时间08:00</span></p></blockquote></p><p> \"This could be the moment that people look back on as derailing the economic recovery and rate rises but what we have is a big insertion of uncertainty rather than something material,\" said Peter Rutter, head of equities at Royal London Asset Management.</p><p><blockquote>皇家伦敦资产管理公司股票主管彼得·鲁特表示：“这可能是人们回顾经济复苏和加息脱轨的时刻，但我们面临的是巨大的不确定性，而不是实质性的东西。”</blockquote></p><p> \"The very fact we don't know is what's concerning the market.\"</p><p><blockquote>“我们不知道的事实是市场关心什么。”</blockquote></p><p> The WHO is convening an experts' meeting on Friday to evaluate whether the new variant is a \"variant of concern\".</p><p><blockquote>世卫组织将于周五召开专家会议，评估新变种是否是“值得关注的变种”。</blockquote></p><p> It will take a few weeks to understand the impact of the variant, a spokesperson said.</p><p><blockquote>一位发言人表示，需要几周时间才能了解该变种的影响。</blockquote></p><p> \"We need to see how transmissible this variant is, is it able to evade the vaccines - this is crucial,\" Coghlan said.</p><p><blockquote>“我们需要看看这种变种的传播性如何，它是否能够逃避疫苗——这至关重要，”科格兰说。</blockquote></p><p> <b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> Travel and leisure stocks – Airline stocks are getting hit hard in the premarket by news of the new Covid-19 variant, includingAmerican (AAL),United (UAL),Southwest (LUV),Delta (DAL)andJetBlue (JBLU). Cruise stocks were also getting rocked:Royal Caribbean (RCL)slid 10.6%,Carnival (CCL)took a 10.5% hit, andNorwegian (NCLH)fell 10%.</p><p><blockquote>旅游和休闲股——航空股在盘前因新的Covid-19变种的消息而受到沉重打击，包括美国航空(AAL)、联合航空(UAL)、西南航空(LUV)、达美航空(DAL)和捷蓝航空(JBLU)。邮轮股也受到冲击：皇家加勒比(RCL)下跌10.6%，嘉年华(CCL)下跌10.5%，挪威航空(NCLH)下跌10%。</blockquote></p><p> Stay-at-home stocks – Stocks that benefited from Covid-19 closures rebounded, withZoom Video (ZM)gaining 7.8% in premarket trading,DocuSign (DOCU)up 3%,Netflix (NFLX)higher by 2.2% andPeloton (PTON)jumping 6.2%.</p><p><blockquote>居家股票——受益于Covid-19关闭的股票反弹，Zoom Video(ZM)在盘前交易中上涨7.8%，DocuSign(DOCU)上涨3%，Netflix(NFLX)上涨2.2%，Peloton(PTON)上涨6.2%。</blockquote></p><p> Vaccine stocks – These are rising following the Covid variant news, withModerna (MRNA)surging 8.6% in the premarket,Pfizer (PFE)jumping 5.6%,BioNTech (BNTX)surging 7.3% andNovavax (NVAX)rallying 5.3%.</p><p><blockquote>疫苗股——Covid变种消息传出后，疫苗股纷纷上涨，Moderna(MRNA)盘前飙升8.6%，辉瑞(PFE)上涨5.6%，BioNTech(BNTX)飙升7.3%，Novavax(NVAX)上涨5.3%。</blockquote></p><p> <a href=\"https://laohu8.com/S/MRK\">Merck</a> (MRK)– The drug maker and its partner, Ridgeback Biotherapeutics, said their experimental Covid pill cut the risk of death and hospitalization in at-risk patients by 30%. However, that was a lower efficacy rate than was seen in an earlier study, and Merck fell 3% in premarket trading.</p><p><blockquote><a href=\"https://laohu8.com/S/MRK\">默克</a>（MRK）-制药商及其合作伙伴Ridgeback Biotherapeutics表示，他们的实验性Covid药丸将高危患者的死亡和住院风险降低了30%。然而，这一有效率低于早期研究中看到的，默克公司在盘前交易中下跌了3%。</blockquote></p><p> <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> (TSLA)– Tesla will invest $188 million to expand production capacity at its Shanghai factory, according to the state-backed Beijing Daily newspaper. Tesla fell 2.3% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA)——据官方媒体《北京日报》报道，特斯拉将投资1.88亿美元扩大其上海工厂的产能。特斯拉盘前下跌2.3%。</blockquote></p><p> <a href=\"https://laohu8.com/S/MU\">Micron Technology</a> (MU)– Micron and Taiwan-based chip makerUnited Microelectronics (UMC)have withdrawn intellectual property complaints against each other. The two companies did not give a reason for ending those cases. Micron fell 1.6% in the premarket, while United Micro slid 2.3%.</p><p><blockquote><a href=\"https://laohu8.com/S/MU\">美光科技</a>(MU)——美光科技和台湾芯片制造商联合微电子(UMC)已撤回对彼此的知识产权投诉。两家公司没有给出结束这些案件的理由。美光科技盘前下跌1.6%，联合微科技下跌2.3%。</blockquote></p><p> <a href=\"https://laohu8.com/S/BA\">Boeing</a> (BA)– Boeing was told that its bid to sell fighter jets to Canada did not meet the government’s requirements, according to a report in the Canadian Press. The report said two other competitors,Lockheed Martin (LMT)and Sweden’s Saab, did meet those requirements and remain in the competition. Boeing lost 6.3% in premarket action.</p><p><blockquote><a href=\"https://laohu8.com/S/BA\">波音公司</a>（BA）——据加拿大媒体报道，波音公司被告知，其向加拿大出售战斗机的投标不符合政府的要求。报告称，另外两家竞争对手洛克希德·马丁公司（LMT）和瑞典萨博公司确实满足了这些要求，并继续参与竞争。波音公司盘前下跌6.3%。</blockquote></p><p> <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> (MSFT)– Microsoft Chief Executive Officer Satya Nadella disclosed the sale of 839,000 shares in an SEC filing, leaving him with ownership of 831,000 shares following that transaction. Microsoft fell 1% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT)-微软首席执行官萨蒂亚·纳德拉(Satya Nadella)在向SEC提交的文件中披露了出售839,000股股票的情况，交易后他拥有831,000股股票的所有权。微软盘前下跌1%。</blockquote></p><p> <a href=\"https://laohu8.com/S/PDD\">Pinduoduo Inc.</a> (PDD)– The China-based e-commerce platform operator saw its shares plummet 17.7% in the premarket, after it reported quarterly revenue that was well below analyst estimates amid increasing competition from companies like&nbsp;Alibaba (BABA)&nbsp;and&nbsp;JD.com (JD).</p><p><blockquote><a href=\"https://laohu8.com/S/PDD\">拼多多</a>(PDD)——由于来自阿里巴巴-SW(BABA)和京东等公司的竞争日益激烈，这家总部位于中国的电子商务平台运营商公布的季度收入远低于分析师预期，其股价在盘前暴跌17.7%。com（京东）。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163577509","content_text":"U.S. stock index futures pointed to a slide at the post-Thanksgiving Wall Street open and oil hit two-month lows as fears of a possibly vaccine-resistant coronavirus variant sent investors scurrying to safe-haven assets.\nAt 8:00 a.m. ET, Dow E-minis were down 776 points, or 2.17%, S&P 500 E-minis were down 73.25 points, or 1.56% and Nasdaq 100 E-minis were down 147 points, or 0.9%.\n*Source From Tiger Trade, EST 08:00\n\"This could be the moment that people look back on as derailing the economic recovery and rate rises but what we have is a big insertion of uncertainty rather than something material,\" said Peter Rutter, head of equities at Royal London Asset Management.\n\"The very fact we don't know is what's concerning the market.\"\nThe WHO is convening an experts' meeting on Friday to evaluate whether the new variant is a \"variant of concern\".\nIt will take a few weeks to understand the impact of the variant, a spokesperson said.\n\"We need to see how transmissible this variant is, is it able to evade the vaccines - this is crucial,\" Coghlan said.\nStocks making the biggest moves in the premarket:\nTravel and leisure stocks – Airline stocks are getting hit hard in the premarket by news of the new Covid-19 variant, includingAmerican (AAL),United (UAL),Southwest (LUV),Delta (DAL)andJetBlue (JBLU). Cruise stocks were also getting rocked:Royal Caribbean (RCL)slid 10.6%,Carnival (CCL)took a 10.5% hit, andNorwegian (NCLH)fell 10%.\nStay-at-home stocks – Stocks that benefited from Covid-19 closures rebounded, withZoom Video (ZM)gaining 7.8% in premarket trading,DocuSign (DOCU)up 3%,Netflix (NFLX)higher by 2.2% andPeloton (PTON)jumping 6.2%.\nVaccine stocks – These are rising following the Covid variant news, withModerna (MRNA)surging 8.6% in the premarket,Pfizer (PFE)jumping 5.6%,BioNTech (BNTX)surging 7.3% andNovavax (NVAX)rallying 5.3%.\nMerck (MRK)– The drug maker and its partner, Ridgeback Biotherapeutics, said their experimental Covid pill cut the risk of death and hospitalization in at-risk patients by 30%. However, that was a lower efficacy rate than was seen in an earlier study, and Merck fell 3% in premarket trading.\nTesla Motors (TSLA)– Tesla will invest $188 million to expand production capacity at its Shanghai factory, according to the state-backed Beijing Daily newspaper. Tesla fell 2.3% in the premarket.\nMicron Technology (MU)– Micron and Taiwan-based chip makerUnited Microelectronics (UMC)have withdrawn intellectual property complaints against each other. The two companies did not give a reason for ending those cases. Micron fell 1.6% in the premarket, while United Micro slid 2.3%.\nBoeing (BA)– Boeing was told that its bid to sell fighter jets to Canada did not meet the government’s requirements, according to a report in the Canadian Press. The report said two other competitors,Lockheed Martin (LMT)and Sweden’s Saab, did meet those requirements and remain in the competition. Boeing lost 6.3% in premarket action.\nMicrosoft (MSFT)– Microsoft Chief Executive Officer Satya Nadella disclosed the sale of 839,000 shares in an SEC filing, leaving him with ownership of 831,000 shares following that transaction. Microsoft fell 1% in the premarket.\nPinduoduo Inc. (PDD)– The China-based e-commerce platform operator saw its shares plummet 17.7% in the premarket, after it reported quarterly revenue that was well below analyst estimates amid increasing competition from companies like Alibaba (BABA) and JD.com (JD).","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":994,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874504340,"gmtCreate":1637798752228,"gmtModify":1637798752412,"author":{"id":"3581636786147439","authorId":"3581636786147439","name":"Supermark","avatar":"https://static.tigerbbs.com/216b88e6021ef8dfdb8a3a1d156559d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581636786147439","authorIdStr":"3581636786147439"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/874504340","repostId":"2186363038","repostType":4,"isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":170516126,"gmtCreate":1626442382365,"gmtModify":1631892983018,"author":{"id":"3581636786147439","authorId":"3581636786147439","name":"Supermark","avatar":"https://static.tigerbbs.com/216b88e6021ef8dfdb8a3a1d156559d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581636786147439","idStr":"3581636786147439"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/170516126","repostId":"1167804296","repostType":4,"repost":{"id":"1167804296","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":1626442279,"share":"https://www.laohu8.com/m/news/1167804296?lang=zh_CN&edition=full","pubTime":"2021-07-16 21:31","market":"us","language":"en","title":"Dow jumps above 35,000 as retail sales top expectations<blockquote>零售销售超出预期，道指跃升至35,000点以上</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1167804296","media":"Tiger Newspress","summary":"U.S. stock indexes rose on Friday as the latest retail sales data topped economists' expectations.\nT","content":"<p>U.S. stock indexes rose on Friday as the latest retail sales data topped economists' expectations.</p><p><blockquote>由于最新的零售销售数据超出了经济学家的预期，美国股指周五上涨。</blockquote></p><p> The Dow Jones Industrial Average gained about 80 points, or 0.23%. The S&amp;P 500 added 0.4% and the Nasdaq Composite gained 0.3%.</p><p><blockquote>道琼斯工业平均指数上涨约80点，涨幅0.23%。标普500上涨0.4%，纳斯达克综合指数上涨0.3%。</blockquote></p><p> June&nbsp;retail and food service sales&nbsp;rose 0.6%, while economists surveyed by the Dow Jones had expected a 0.4% decline. Excluding autos, those sales jumped 1.3%, beating economists' estimate of a 0.4% gain.</p><p><blockquote>6月份零售和食品服务销售额增长0.6%，而道琼斯调查的经济学家此前预计下降0.4%。不包括汽车在内，这些销售额增长了1.3%，超出了经济学家预期的0.4%。</blockquote></p><p> Cyclical stocks tied to the economic recovery saw gains in early morning trading.A stabilization in bond yieldsaided this move with the 10-year Treasury yield climbing back up above 1.30%.</p><p><blockquote>与经济复苏相关的周期性股票在早盘交易中上涨。债券收益率企稳证实了这一举措，10年期国债收益率回升至1.30%以上。</blockquote></p><p> “While stock market valuations appear lofty, the global economic recovery continues to surge. Strong GDP and earnings growth, supportive fiscal and monetary policy, and a recovering labor market all support an optimistic view on stocks for the remainder of the year,” said Greg Marcus, UBS Private Wealth Management managing director.</p><p><blockquote>瑞银私人财富管理董事总经理Greg Marcus表示：“虽然股市估值看起来很高，但全球经济复苏仍在继续飙升。强劲的GDP和盈利增长、支持性的财政和货币政策以及复苏的劳动力市场都支持了对今年剩余时间股市的乐观看法。”</blockquote></p><p> Bank of America led gains in bank stocks in premarket trading. Boeing shares edged higher. Airlines, casinos, and energy stocks inched into the green.</p><p><blockquote>美国银行在盘前交易中领涨银行股。波音股价小幅走高。航空公司、赌场和能源股小幅上涨。</blockquote></p><p> The iShares Russell 2000 ETF, containing small cap shares more reliant on the U.S. economy, gained in premarket trading.</p><p><blockquote>iShares Russell 2000 ETF包含更依赖美国经济的小盘股，在盘前交易中上涨。</blockquote></p><p> Live Nation’s stock rose in the premarket afterGoldman said the stock can rally nearly 40%as concerts return.</p><p><blockquote>高盛表示，随着音乐会的回归，Live Nation的股价可能会上涨近40%，该股在盘前上涨。</blockquote></p><p> Shares of Carnival, Royal Caribbean and Norwegian each increased in early morning trading after Canada announced it wouldallow cruise ships to resume operationsin its waters starting Nov. 1, sooner than planned. Previously, the Canadian government extended its cruise ban until the end of February 2022.</p><p><blockquote>在加拿大宣布将允许游轮从11月1日起恢复在其水域运营（比原计划更早）后，嘉年华、皇家加勒比和挪威的股价在早盘交易中均上涨。此前，加拿大政府将邮轮禁令延长至2022年2月底。</blockquote></p><p> The moves in recovery-related stocks came even amid concerns about ultra-infectious variants of the coronavirus. Los Angeles County announced Thursday it wouldrestore an indoor mask mandate, including for fully-vaccinated people, due to a rapid and sustained increase in Covid-19 cases.</p><p><blockquote>尽管人们对冠状病毒的高传染性变种感到担忧，但与复苏相关的股票还是出现了走势。由于新冠肺炎病例快速持续增加，洛杉矶县周四宣布将恢复室内口罩强制令，包括对完全接种疫苗的人。</blockquote></p><p> Investors also digested strong earnings results from the first major week of second-quarter reports. Though some of the nation’s largest companies posted healthy profits and revenues amid the economic recovery, the reaction in the stock market has so far been muted.</p><p><blockquote>投资者还消化了第二季度报告第一个重要周的强劲盈利结果。尽管美国一些最大的公司在经济复苏中公布了健康的利润和收入，但迄今为止股市的反应一直很平静。</blockquote></p><p> Morgan Stanley’s&nbsp;second-quarter earnings report, for example, topped analysts’ expectations Thursday, yet its shares closed just 0.18% higher.</p><p><blockquote>例如，摩根士丹利周四发布的第二季度收益报告超出了分析师的预期，但其股价仅收盘上涨0.18%。</blockquote></p><p> For18 S&amp;P 500 companies that beat analyst estimates for second-quarter earnings this week, the average earnings-per-share result was 18% higher than expected. But those companies saw their shares fall 0.58% on average after reporting.</p><p><blockquote>本周第二季度盈利超出分析师预期的18家标普500公司，平均每股收益比预期高出18%。但这些公司的股价在发布报告后平均下跌0.58%。</blockquote></p><p> The soft moves in reaction to corporate earnings have contributed to a lackluster week for the S&amp;P 500, which dipped 0.2% on the week as of Thursday’s close.</p><p><blockquote>对企业盈利的疲软反应导致标普500本周表现低迷，截至周四收盘，该股本周下跌0.2%。</blockquote></p><p> Much of the market’s upward pressure over the last week has come from a handful of mega-cap internet and communications stocks. Apple, Netflix, Google-parent Alphabet and Microsoft are all up this week.</p><p><blockquote>上周市场的大部分上行压力来自少数大型互联网和通信股。苹果、Netflix、谷歌母公司Alphabet和微软本周均上涨。</blockquote></p><p> Wall Street may be checking its optimism in the aftermath of the recent hotconsumer price index inflation reportand commentary from both Federal Reserve Chairman Jerome Powell and Treasury Secretary Janet Yellen about the pace of price appreciation in the near term.</p><p><blockquote>在最近热门的消费者价格指数通胀报告以及美联储主席杰罗姆·鲍威尔和财政部长珍妮特·耶伦对近期物价升值步伐的评论之后，华尔街可能会检查其乐观情绪。</blockquote></p><p> Yellen, who spoke to CNBC’s “Closing Bell” on Thursday, said she predictsprices could continue to rise for several more months before cooling off.</p><p><blockquote>耶伦周四在CNBC的“收盘钟声”节目中表示，她预计价格可能会继续上涨几个月，然后才会降温。</blockquote></p><p> “I’m not saying that this is a one-month phenomenon. But I think over the medium term, we’ll see inflation decline back toward normal levels,” she said. “But, of course, we have to keep a careful eye on it.”</p><p><blockquote>“我并不是说这是一个月的现象。但我认为，从中期来看，我们将看到通胀回落至正常水平，”她说。“但是，当然，我们必须密切关注它。”</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>Dow jumps above 35,000 as retail sales top expectations<blockquote>零售销售超出预期，道指跃升至35,000点以上</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\">\nDow jumps above 35,000 as retail sales top expectations<blockquote>零售销售超出预期，道指跃升至35,000点以上</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\">2021-07-16 21:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S. stock indexes rose on Friday as the latest retail sales data topped economists' expectations.</p><p><blockquote>由于最新的零售销售数据超出了经济学家的预期，美国股指周五上涨。</blockquote></p><p> The Dow Jones Industrial Average gained about 80 points, or 0.23%. The S&amp;P 500 added 0.4% and the Nasdaq Composite gained 0.3%.</p><p><blockquote>道琼斯工业平均指数上涨约80点，涨幅0.23%。标普500上涨0.4%，纳斯达克综合指数上涨0.3%。</blockquote></p><p> June&nbsp;retail and food service sales&nbsp;rose 0.6%, while economists surveyed by the Dow Jones had expected a 0.4% decline. Excluding autos, those sales jumped 1.3%, beating economists' estimate of a 0.4% gain.</p><p><blockquote>6月份零售和食品服务销售额增长0.6%，而道琼斯调查的经济学家此前预计下降0.4%。不包括汽车在内，这些销售额增长了1.3%，超出了经济学家预期的0.4%。</blockquote></p><p> Cyclical stocks tied to the economic recovery saw gains in early morning trading.A stabilization in bond yieldsaided this move with the 10-year Treasury yield climbing back up above 1.30%.</p><p><blockquote>与经济复苏相关的周期性股票在早盘交易中上涨。债券收益率企稳证实了这一举措，10年期国债收益率回升至1.30%以上。</blockquote></p><p> “While stock market valuations appear lofty, the global economic recovery continues to surge. Strong GDP and earnings growth, supportive fiscal and monetary policy, and a recovering labor market all support an optimistic view on stocks for the remainder of the year,” said Greg Marcus, UBS Private Wealth Management managing director.</p><p><blockquote>瑞银私人财富管理董事总经理Greg Marcus表示：“虽然股市估值看起来很高，但全球经济复苏仍在继续飙升。强劲的GDP和盈利增长、支持性的财政和货币政策以及复苏的劳动力市场都支持了对今年剩余时间股市的乐观看法。”</blockquote></p><p> Bank of America led gains in bank stocks in premarket trading. Boeing shares edged higher. Airlines, casinos, and energy stocks inched into the green.</p><p><blockquote>美国银行在盘前交易中领涨银行股。波音股价小幅走高。航空公司、赌场和能源股小幅上涨。</blockquote></p><p> The iShares Russell 2000 ETF, containing small cap shares more reliant on the U.S. economy, gained in premarket trading.</p><p><blockquote>iShares Russell 2000 ETF包含更依赖美国经济的小盘股，在盘前交易中上涨。</blockquote></p><p> Live Nation’s stock rose in the premarket afterGoldman said the stock can rally nearly 40%as concerts return.</p><p><blockquote>高盛表示，随着音乐会的回归，Live Nation的股价可能会上涨近40%，该股在盘前上涨。</blockquote></p><p> Shares of Carnival, Royal Caribbean and Norwegian each increased in early morning trading after Canada announced it wouldallow cruise ships to resume operationsin its waters starting Nov. 1, sooner than planned. Previously, the Canadian government extended its cruise ban until the end of February 2022.</p><p><blockquote>在加拿大宣布将允许游轮从11月1日起恢复在其水域运营（比原计划更早）后，嘉年华、皇家加勒比和挪威的股价在早盘交易中均上涨。此前，加拿大政府将邮轮禁令延长至2022年2月底。</blockquote></p><p> The moves in recovery-related stocks came even amid concerns about ultra-infectious variants of the coronavirus. Los Angeles County announced Thursday it wouldrestore an indoor mask mandate, including for fully-vaccinated people, due to a rapid and sustained increase in Covid-19 cases.</p><p><blockquote>尽管人们对冠状病毒的高传染性变种感到担忧，但与复苏相关的股票还是出现了走势。由于新冠肺炎病例快速持续增加，洛杉矶县周四宣布将恢复室内口罩强制令，包括对完全接种疫苗的人。</blockquote></p><p> Investors also digested strong earnings results from the first major week of second-quarter reports. Though some of the nation’s largest companies posted healthy profits and revenues amid the economic recovery, the reaction in the stock market has so far been muted.</p><p><blockquote>投资者还消化了第二季度报告第一个重要周的强劲盈利结果。尽管美国一些最大的公司在经济复苏中公布了健康的利润和收入，但迄今为止股市的反应一直很平静。</blockquote></p><p> Morgan Stanley’s&nbsp;second-quarter earnings report, for example, topped analysts’ expectations Thursday, yet its shares closed just 0.18% higher.</p><p><blockquote>例如，摩根士丹利周四发布的第二季度收益报告超出了分析师的预期，但其股价仅收盘上涨0.18%。</blockquote></p><p> For18 S&amp;P 500 companies that beat analyst estimates for second-quarter earnings this week, the average earnings-per-share result was 18% higher than expected. But those companies saw their shares fall 0.58% on average after reporting.</p><p><blockquote>本周第二季度盈利超出分析师预期的18家标普500公司，平均每股收益比预期高出18%。但这些公司的股价在发布报告后平均下跌0.58%。</blockquote></p><p> The soft moves in reaction to corporate earnings have contributed to a lackluster week for the S&amp;P 500, which dipped 0.2% on the week as of Thursday’s close.</p><p><blockquote>对企业盈利的疲软反应导致标普500本周表现低迷，截至周四收盘，该股本周下跌0.2%。</blockquote></p><p> Much of the market’s upward pressure over the last week has come from a handful of mega-cap internet and communications stocks. Apple, Netflix, Google-parent Alphabet and Microsoft are all up this week.</p><p><blockquote>上周市场的大部分上行压力来自少数大型互联网和通信股。苹果、Netflix、谷歌母公司Alphabet和微软本周均上涨。</blockquote></p><p> Wall Street may be checking its optimism in the aftermath of the recent hotconsumer price index inflation reportand commentary from both Federal Reserve Chairman Jerome Powell and Treasury Secretary Janet Yellen about the pace of price appreciation in the near term.</p><p><blockquote>在最近热门的消费者价格指数通胀报告以及美联储主席杰罗姆·鲍威尔和财政部长珍妮特·耶伦对近期物价升值步伐的评论之后，华尔街可能会检查其乐观情绪。</blockquote></p><p> Yellen, who spoke to CNBC’s “Closing Bell” on Thursday, said she predictsprices could continue to rise for several more months before cooling off.</p><p><blockquote>耶伦周四在CNBC的“收盘钟声”节目中表示，她预计价格可能会继续上涨几个月，然后才会降温。</blockquote></p><p> “I’m not saying that this is a one-month phenomenon. But I think over the medium term, we’ll see inflation decline back toward normal levels,” she said. “But, of course, we have to keep a careful eye on it.”</p><p><blockquote>“我并不是说这是一个月的现象。但我认为，从中期来看，我们将看到通胀回落至正常水平，”她说。“但是，当然，我们必须密切关注它。”</blockquote></p><p></p>\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"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167804296","content_text":"U.S. stock indexes rose on Friday as the latest retail sales data topped economists' expectations.\nThe Dow Jones Industrial Average gained about 80 points, or 0.23%. The S&P 500 added 0.4% and the Nasdaq Composite gained 0.3%.\nJune retail and food service sales rose 0.6%, while economists surveyed by the Dow Jones had expected a 0.4% decline. Excluding autos, those sales jumped 1.3%, beating economists' estimate of a 0.4% gain.\nCyclical stocks tied to the economic recovery saw gains in early morning trading.A stabilization in bond yieldsaided this move with the 10-year Treasury yield climbing back up above 1.30%.\n“While stock market valuations appear lofty, the global economic recovery continues to surge. Strong GDP and earnings growth, supportive fiscal and monetary policy, and a recovering labor market all support an optimistic view on stocks for the remainder of the year,” said Greg Marcus, UBS Private Wealth Management managing director.\nBank of America led gains in bank stocks in premarket trading. Boeing shares edged higher. Airlines, casinos, and energy stocks inched into the green.\nThe iShares Russell 2000 ETF, containing small cap shares more reliant on the U.S. economy, gained in premarket trading.\nLive Nation’s stock rose in the premarket afterGoldman said the stock can rally nearly 40%as concerts return.\nShares of Carnival, Royal Caribbean and Norwegian each increased in early morning trading after Canada announced it wouldallow cruise ships to resume operationsin its waters starting Nov. 1, sooner than planned. Previously, the Canadian government extended its cruise ban until the end of February 2022.\nThe moves in recovery-related stocks came even amid concerns about ultra-infectious variants of the coronavirus. Los Angeles County announced Thursday it wouldrestore an indoor mask mandate, including for fully-vaccinated people, due to a rapid and sustained increase in Covid-19 cases.\nInvestors also digested strong earnings results from the first major week of second-quarter reports. Though some of the nation’s largest companies posted healthy profits and revenues amid the economic recovery, the reaction in the stock market has so far been muted.\nMorgan Stanley’s second-quarter earnings report, for example, topped analysts’ expectations Thursday, yet its shares closed just 0.18% higher.\nFor18 S&P 500 companies that beat analyst estimates for second-quarter earnings this week, the average earnings-per-share result was 18% higher than expected. But those companies saw their shares fall 0.58% on average after reporting.\nThe soft moves in reaction to corporate earnings have contributed to a lackluster week for the S&P 500, which dipped 0.2% on the week as of Thursday’s close.\nMuch of the market’s upward pressure over the last week has come from a handful of mega-cap internet and communications stocks. Apple, Netflix, Google-parent Alphabet and Microsoft are all up this week.\nWall Street may be checking its optimism in the aftermath of the recent hotconsumer price index inflation reportand commentary from both Federal Reserve Chairman Jerome Powell and Treasury Secretary Janet Yellen about the pace of price appreciation in the near term.\nYellen, who spoke to CNBC’s “Closing Bell” on Thursday, said she predictsprices could continue to rise for several more months before cooling off.\n“I’m not saying that this is a one-month phenomenon. But I think over the medium term, we’ll see inflation decline back toward normal levels,” she said. “But, of course, we have to keep a careful eye on it.”","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108393549,"gmtCreate":1619998686481,"gmtModify":1631892983022,"author":{"id":"3581636786147439","authorId":"3581636786147439","name":"Supermark","avatar":"https://static.tigerbbs.com/216b88e6021ef8dfdb8a3a1d156559d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581636786147439","idStr":"3581636786147439"},"themes":[],"htmlText":"Respond pls to my comment no. 1 and 2&nbsp;","listText":"Respond pls to my comment no. 1 and 2&nbsp;","text":"Respond pls to my comment no. 1 and 2","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/108393549","repostId":"1103106179","repostType":4,"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108975157,"gmtCreate":1619997790679,"gmtModify":1631892983024,"author":{"id":"3581636786147439","authorId":"3581636786147439","name":"Supermark","avatar":"https://static.tigerbbs.com/216b88e6021ef8dfdb8a3a1d156559d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581636786147439","idStr":"3581636786147439"},"themes":[],"htmlText":"LIKE AND COMMENT CHEERS HAVE A NICE DAY","listText":"LIKE AND COMMENT CHEERS HAVE A NICE DAY","text":"LIKE AND COMMENT CHEERS HAVE A NICE DAY","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/108975157","repostId":"1103106179","repostType":4,"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375430051,"gmtCreate":1619389335073,"gmtModify":1631892983026,"author":{"id":"3581636786147439","authorId":"3581636786147439","name":"Supermark","avatar":"https://static.tigerbbs.com/216b88e6021ef8dfdb8a3a1d156559d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581636786147439","idStr":"3581636786147439"},"themes":[],"htmlText":"Like abs comment pls cheers","listText":"Like abs comment pls cheers","text":"Like abs comment pls cheers","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/375430051","repostId":"1184404050","repostType":4,"isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379574969,"gmtCreate":1618786417351,"gmtModify":1631892983029,"author":{"id":"3581636786147439","authorId":"3581636786147439","name":"Supermark","avatar":"https://static.tigerbbs.com/216b88e6021ef8dfdb8a3a1d156559d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581636786147439","idStr":"3581636786147439"},"themes":[],"htmlText":"Nice summary comment n like pls&nbsp;","listText":"Nice summary comment n like pls&nbsp;","text":"Nice summary comment n like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/379574969","repostId":"1162662309","repostType":4,"repost":{"id":"1162662309","kind":"news","pubTimestamp":1618762645,"share":"https://www.laohu8.com/m/news/1162662309?lang=zh_CN&edition=full","pubTime":"2021-04-19 00:17","market":"us","language":"en","title":"Stocks To Watch: Apple Event, Disney Callout And Earnings Blitz<blockquote>值得关注的股票：苹果活动、迪士尼预告和盈利闪电战</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1162662309","media":"seekingalpha","summary":"Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the this week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. A podcast of Stocks to Watch is also available on Sundays onSeeking Alpha,Apple Podcasts,StitcherandSpotify.Economic reports due out this week include the latest updates on existing home sales, new home sales, jobless claims and PMI. Big earnings reports blast in every day this week across ","content":"<p>Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the this week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. A podcast of Stocks to Watch is also available on Sundays onSeeking Alpha,Apple Podcasts,StitcherandSpotify(click the highlighted links).</p><p><blockquote>欢迎来到Seeking Alpha的股票观看-本周计划的关键事件预览。关注此帐户并打开电子邮件提醒，每周六早上在您的收件箱中收到这篇文章。周日还可以在Seeking Alpha、苹果播客、Stitcher和Spotify上观看值得关注的股票播客（单击突出显示的链接）。</blockquote></p><p>Economic reports due out this week include the latest updates on existing home sales, new home sales, jobless claims and PMI. Big earnings reports blast in every day this week across sectors. Of note, the follow-up conference calls from Coca-Cola(NYSE:KO), Netflix(NASDAQ:NFLX)and Intel(NASDAQ:INTC)could be on the interesting side. On the vaccine front, the Centers for Disease Control and Prevention's Advisory Committee on Immunization Practices is expected to meet late this week to consider recommendations for Johnson &amp; Johnson's(NYSE:JNJ)shot, which has been linked to rare blood clots in the brain.</p><p><blockquote>本周将发布的经济报告包括成屋销售、新屋销售、初请失业金人数和PMI的最新数据。本周各行业每天都会发布大型盈利报告。值得注意的是，可口可乐（纽约证券交易所股票代码：KO）、Netflix（纳斯达克股票代码：NFLX）和英特尔（纳斯达克股票代码：INTC）的后续会议评级可能会很有趣。在疫苗方面，美国疾病控制与预防中心免疫实践咨询委员会预计将于本周晚些时候召开会议，考虑强生公司（纽约证券交易所股票代码：JNJ）疫苗的建议，该疫苗与大脑中罕见的血栓有关。</blockquote></p><p><b>Earnings spotlight:</b>&nbsp;Earnings season heats up in a big way with reports due in from Coca-Cola (KO), IBM(NYSE:IBM)and United Airlines(NASDAQ:UAL)on April 19; Johnson &amp; Johnson (JNJ), Procter &amp; Gamble(NYSE:PG), Philip Morris International(NYSE:PM), Abbott Labs(NYSE:ABT)and Netflix (NFLX) on April 20; Anthem(NYSE:ANTM), Verizon(NYSE:VZ), Chipotle(NYSE:CMG)and Lam Research(NASDAQ:LRCX)on April 21; AT&amp;T(NYSE:T), Dow(NYSE:DOW), Intel (INTC), Seagate Tech(NASDAQ:STX)and Mattel(NASDAQ:MAT)on April 22; as well as American Express(NYSE:AXP)and Honeywell(NYSE:HON)on April 23.</p><p><blockquote><b>盈利聚焦：</b>随着可口可乐(KO)、IBM(NYSE：IBM)和联合航空(纳斯达克：UAL)将于4月19日发布报告，财报季大幅升温；4月20日，强生公司(JNJ)、宝洁公司(NYSE：PG)、菲利普莫里斯国际公司(NYSE：PM)、雅培实验室(NYSE：ABT)和Netflix(NFLX)；Anthem（纽约证券交易所股票代码：ANTM）、Verizon（纽约证券交易所股票代码：VZ）、Chipotle（纽约证券交易所股票代码：CMG）和Lam Research（纳斯达克股票代码：LRCX）4月21日；AT&amp;T（纽约证券交易所股票代码：T）、陶氏化学（纽约证券交易所股票代码：DOW）、英特尔（INTC）、希捷科技（纳斯达克股票代码：STX）和美泰（纳斯达克股票代码：MAT）4月22日；以及4月23日的美国运通（纽约证券交易所股票代码：AXP）和霍尼韦尔（纽约证券交易所股票代码：HON）。</blockquote></p><p><img src=\"https://static.tigerbbs.com/522c9bdad799a71c4e6bad965f9f00f3\" tg-width=\"1530\" tg-height=\"650\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><b>IPO watch:</b>&nbsp;IPOs expected to start trading during the week include UiPAth (PATH), DoubleVerify (DV) and NeuroPace (NPCE) on April 20, as well as Zymergern (ZY) and KnowBe4 (KNBE) on April 22. IPO lockup periods expire on Datto Holding(NYSE:MSP), Topaz Energy(NYSE:TPZ), McAfee(NASDAQ:MCFE), Guild Holdings(NYSE:GHLD), Foghorn Therapeutics(NASDAQ:FHTX)and ComSovereign Holding(NASDAQ:COMS). The analyst quiet period expires on ThredUp(NASDAQ:TDUP)on April 20 to free up analysts to post ratings. Shares of Trip.com(NASDAQ:TRIP)will begin trading in Hong Kong this week following a new listing.</p><p><blockquote><b>IPO观察：</b>预计本周开始交易的IPO包括4月20日的UiPAth(PATH)、DoubleVerify(DV)和NeuroPace(NPCE)，以及4月22日的Zymergern(ZY)和KnowBe4(KNBE)。Datto Holding(NYSE：MSP)、Topaz Energy(NYSE：TPZ)、McAfee(纳斯达克：MCFE)、Guild Holdings(NYSE：GHLD)、Foghorn Therapeutics(纳斯达克：FHTX)和ComSovereign Holding(纳斯达克：COMS）。ThredUp（纳斯达克股票代码：TDUP）的分析师静默期将于4月20日到期，以便分析师可以发布评级。携程（纳斯达克股票代码：TRIP）的股票将于本周在香港上市后开始交易。</blockquote></p><p><b>Apple event:</b>&nbsp;Apple(NASDAQ:AAPL)holds an event on April 20 called \"Spring Loaded\" to show off new products. Information out of Cupertino has been pretty tight, but the company could reveal new iPads, new iMacs, new AirPods, AirTags, a new Apple TV and possibly a new Apple Pencil.</p><p><blockquote><b>苹果事件：</b>苹果（纳斯达克：AAPL）将于4月20日举办名为“Spring Loaded”的活动，展示新产品。来自库比蒂诺的信息相当紧张，但该公司可能会发布新的iPad、新的iMac、新的AirPods、AirTags、新的苹果电视，可能还有新的苹果铅笔。</blockquote></p><p><b>Projected dividend increases (quarterly):</b>&nbsp;Expected dividend boosts for the week include Comfort Systems USA(NYSE:FIX)to $0.125 from $0.1115, HP Enterprise(NYSE:HPE)to $0.1275 from $0.12, Pool Corp(NASDAQ:POOL)to $0.61 from $0.58, Johnson &amp; Johnson to $1.06 from $1.01, Travelers(NYSE:TRV)to $0.88 from $0.85, Southern Company(NYSE:SO)to $0.66 from $0.64, Kinder Morgan(NYSE:KMI)to $0.27 from $0.2625 and Nasdaq(NASDAQ:NDAQ)to $0.50 from $0.49.</p><p><blockquote><b>预计股息增加（季度）：</b>预计本周股息上调包括Comfort Systems USA(NYSE：FIX)从0.1115美元上调至0.125美元，HP Enterprise(NYSE：HPE)从0.12美元上调至0.1275美元，Pool Corp(纳斯达克：POOL)从0.58美元上调至0.61美元，强生公司(NYSE：TRV)从0.85美元上调至0.88美元，南方公司(NYSE：SO)从0.64美元上调至0.66美元，金德摩根(NYSE：KMI)从0.2625美元上调至0.27美元，纳斯达克(纳斯达克：NDAQ)从0.49美元上调至0.50美元。</blockquote></p><p><b>M&amp;A tidbits:</b>&nbsp;The highly-anticipated Aphria(NASDAQ:APHA)-Tilray(NASDAQ:TLRY)merger is expected to close on April 20. The tender offer on the GenMark Diagnostics(NASDAQ:GNMK)-Roche(OTCQX:RHHBY)deal expires on April 21. GW Pharmaceuticals(NASDAQ:GWPH)shareholders vote on the Jazz Pharmaceuticals(NASDAQ:JAZZ)deal on April 23.</p><p><blockquote><b>并购花絮：</b>备受期待的Aphria（纳斯达克：APHA）-Tilray（纳斯达克：TLRY）合并预计将于4月20日完成。GenMark Diagnostics（纳斯达克：GNMK）-罗氏（OTCQX：RHHBY）交易的要约收购将于4月21日到期。GW Pharmaceuticals（纳斯达克股票代码：GWPH）股东将于4月23日就Jazz Pharmaceuticals（纳斯达克股票代码：JAZZ）交易进行投票。</blockquote></p><p><b>ARK Invest watch:</b>&nbsp;Investors may want to keep an eye on Coinbase Global(NASDAQ:COIN)after ARK Invest came in Friday with a purchase of 19,599 shares for the ARK Fintech Innovation ETF(NYSEARCA:ARKF)and 112,539 shares for the ARK Innovation ETF(NYSEARCA:ARKK). Cathie Wood's firm also defended Silvergate(NYSE:SI)after its mid-week stumble likely in response to the Coinbase IPO. \"Investors potentially took profits to diversify their exposure to crypto in the public markets. \"In our view, the Silvergate Exchange Network, with its strong network effects, positions Silvergate as both a facilitator and a prime beneficiary of increased crypto adoption,\" ARK reasons.</p><p><blockquote><b>方舟投资观察：</b>在ARK Invest周五购买了19,599股ARK Fintech Innovation ETF（NYSEARCA：ARKF）和112,539股ARK Innovation ETF（NYSEARCA：ARKF）后，投资者可能需要关注Coinbase Global（纳斯达克：COIN）：ARKK）。Cathie Wood的公司还为Silvergate(NYSE：SI)进行了辩护，此前Silvergate(NYSE：SI)在周中因Coinbase IPO而出现失误。“投资者可能会获利了结，以分散他们在公开市场上对加密货币的投资。”我们认为，Silvergate交换网络凭借其强大的网络效应，使Silvergate既是加密货币采用增加的推动者，也是主要受益者，”ARK解释道。</blockquote></p><p><b>Corporate spotlight:</b>&nbsp;Major events this week include strategic updates from Advance Auto Parts(NYSE:AAP)and Royal Gold(NYSE:GOLD)on April 20, as well as investor days for Dye &amp; Durham(OTC:DYNDF)and SMART Global(NASDAQ:SGH). On April 21, MGM Resorts(NYSE:MGM)and Entain(OTCPK:GMVHF)along with their U.S. venture BetMGM will host a business update event for analysts and investors. The event will provide deeper insights into the rapidly growing U.S. sports betting and iGaming business of BetMGM. A new forecast on the industry's total addressable market could be a share price catalyst for DraftKings(NASDAQ:DKNG)and Penn National Gaming(NASDAQ:PENN)as well. Check outSeeking Alpha's Catalyst Watch for a detailed list of more events to watch.</p><p><blockquote><b>企业聚焦：</b>本周的重大活动包括Advance Auto Parts(NYSE：AAP)和Royal Gold(NYSE：GOLD)4月20日的战略更新，以及Dye&amp;Durham(OTC：DYNDF)和SMART Global(纳斯达克：SGH)的投资者日。4月21日，米高梅度假村(NYSE：MGM)和Entain(OTCPK：GMVHF)及其美国合资企业BetMGM将为分析师和投资者举办业务更新活动。该活动将让人们更深入地了解BetMGM快速增长的美国体育博彩和iGaming业务。对该行业总潜在市场的新预测也可能成为DraftKings（纳斯达克：DKNG）和Penn National Gaming（纳斯达克：PENN）的股价催化剂。查看outSeeking Alpha的Catalyst Watch，了解更多值得关注的活动的详细列表。</blockquote></p><p></p><p><b>Conferences rundown:</b>&nbsp;Notable conferences running during the week include the H.C Wainwright Spring Mining Conference, Linley Spring Processor Conference 2021, the Kempen Life Sciences Conference, the Jefferies Microbiome-based Therapeutics Summit 2021 and the Stifel GMP &amp; Stifel First Energy Canada Cross Sector Insight Conference 2021. Check outSeeking Alpha's Catalyst Watch for a detailed list of events to watch.</p><p><blockquote><b>会议概要：</b>本周举行的著名会议包括H.C Wainwright春季采矿会议、2021年Linley春季处理器会议、Kempen生命科学会议、2021年Jefferies基于微生物组的治疗峰会以及2021年Stifel GMP和Stifel First Energy Canada跨部门洞察会议。查看outSeeking Alpha的Catalyst手表，了解要观看的事件的详细列表。</blockquote></p><p><b>Barron's mentions:</b>&nbsp;Disney(NYSE:DIS)makes the cover of Barron's this week as the media giant is given credit for positioning itself for post-COVID growth. Disney is said to have come out ahead after CEO Bob Chapek and team faced the severest of financial stress tests. \"When parks and theaters emptied out a year ago, costs kept rolling in, and the fastest-growing part of the business, streaming, was consuming cash—as it still is. Yet, Disney generated $3.6 billion in free cash during its fiscal year ended last September. It’s seen producing $3.3 billion this year before the numbers begin a sharp rebound,\" notes Jack Hough. While the movie business is still sputtering to restart and the TV business is seen holding steady at best, streaming results have shattered forecasts. Disney+ smashed expectations in piling up 100M in less than 18 months, compared to the 10 years it took Netflix to hit that level. Disney is targeting 300M to 350M subscribers by 2024 across all of its streaming platforms, including Hulu, ESPN+, Hotstar in India, and Star+ in Latin America (launches in June). PetIQ(NASDAQ:PETQ)and O'Reilly Automotive(NASDAQ:ORLY)also land favorable write-ups this week.</p><p><blockquote><b>《巴伦周刊》提到：</b>迪士尼（纽约证券交易所股票代码：DIS）本周登上了《巴伦周刊》的封面，这家媒体巨头因为新冠疫情后的增长做好了定位而受到赞誉。据说，在首席执行官鲍勃·查佩克和团队面临最严峻的财务压力测试后，迪士尼脱颖而出。“一年前，当公园和剧院空无一人时，成本不断滚滚而来，流媒体业务增长最快的部分正在消耗现金——现在仍然如此。然而，迪士尼在截至去年9月的财年中产生了36亿美元的自由现金。在数字开始大幅反弹之前，今年的收入为33亿美元，”杰克·霍夫指出。虽然电影业务仍在艰难重启，电视业务充其量也保持稳定，但流媒体业绩却超出了预期。Disney+在不到18个月的时间里积累了1亿美元，超出了预期，而Netflix花了10年时间才达到这一水平。迪士尼的目标是到2024年在其所有流媒体平台上拥有3亿至3.5亿用户，包括印度的Hulu、ESPN+、Hotstar和拉丁美洲的Star+（6月推出）。PetIQ（纳斯达克股票代码：PETQ）和O’Reilly Automotive（纳斯达克股票代码：ORLY）本周也获得了好评。</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>Stocks To Watch: Apple Event, Disney Callout And Earnings Blitz<blockquote>值得关注的股票：苹果活动、迪士尼预告和盈利闪电战</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStocks To Watch: Apple Event, Disney Callout And Earnings Blitz<blockquote>值得关注的股票：苹果活动、迪士尼预告和盈利闪电战</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-04-19 00:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the this week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. A podcast of Stocks to Watch is also available on Sundays onSeeking Alpha,Apple Podcasts,StitcherandSpotify(click the highlighted links).</p><p><blockquote>欢迎来到Seeking Alpha的股票观看-本周计划的关键事件预览。关注此帐户并打开电子邮件提醒，每周六早上在您的收件箱中收到这篇文章。周日还可以在Seeking Alpha、苹果播客、Stitcher和Spotify上观看值得关注的股票播客（单击突出显示的链接）。</blockquote></p><p>Economic reports due out this week include the latest updates on existing home sales, new home sales, jobless claims and PMI. Big earnings reports blast in every day this week across sectors. Of note, the follow-up conference calls from Coca-Cola(NYSE:KO), Netflix(NASDAQ:NFLX)and Intel(NASDAQ:INTC)could be on the interesting side. On the vaccine front, the Centers for Disease Control and Prevention's Advisory Committee on Immunization Practices is expected to meet late this week to consider recommendations for Johnson &amp; Johnson's(NYSE:JNJ)shot, which has been linked to rare blood clots in the brain.</p><p><blockquote>本周将发布的经济报告包括成屋销售、新屋销售、初请失业金人数和PMI的最新数据。本周各行业每天都会发布大型盈利报告。值得注意的是，可口可乐（纽约证券交易所股票代码：KO）、Netflix（纳斯达克股票代码：NFLX）和英特尔（纳斯达克股票代码：INTC）的后续会议评级可能会很有趣。在疫苗方面，美国疾病控制与预防中心免疫实践咨询委员会预计将于本周晚些时候召开会议，考虑强生公司（纽约证券交易所股票代码：JNJ）疫苗的建议，该疫苗与大脑中罕见的血栓有关。</blockquote></p><p><b>Earnings spotlight:</b>&nbsp;Earnings season heats up in a big way with reports due in from Coca-Cola (KO), IBM(NYSE:IBM)and United Airlines(NASDAQ:UAL)on April 19; Johnson &amp; Johnson (JNJ), Procter &amp; Gamble(NYSE:PG), Philip Morris International(NYSE:PM), Abbott Labs(NYSE:ABT)and Netflix (NFLX) on April 20; Anthem(NYSE:ANTM), Verizon(NYSE:VZ), Chipotle(NYSE:CMG)and Lam Research(NASDAQ:LRCX)on April 21; AT&amp;T(NYSE:T), Dow(NYSE:DOW), Intel (INTC), Seagate Tech(NASDAQ:STX)and Mattel(NASDAQ:MAT)on April 22; as well as American Express(NYSE:AXP)and Honeywell(NYSE:HON)on April 23.</p><p><blockquote><b>盈利聚焦：</b>随着可口可乐(KO)、IBM(NYSE：IBM)和联合航空(纳斯达克：UAL)将于4月19日发布报告，财报季大幅升温；4月20日，强生公司(JNJ)、宝洁公司(NYSE：PG)、菲利普莫里斯国际公司(NYSE：PM)、雅培实验室(NYSE：ABT)和Netflix(NFLX)；Anthem（纽约证券交易所股票代码：ANTM）、Verizon（纽约证券交易所股票代码：VZ）、Chipotle（纽约证券交易所股票代码：CMG）和Lam Research（纳斯达克股票代码：LRCX）4月21日；AT&amp;T（纽约证券交易所股票代码：T）、陶氏化学（纽约证券交易所股票代码：DOW）、英特尔（INTC）、希捷科技（纳斯达克股票代码：STX）和美泰（纳斯达克股票代码：MAT）4月22日；以及4月23日的美国运通（纽约证券交易所股票代码：AXP）和霍尼韦尔（纽约证券交易所股票代码：HON）。</blockquote></p><p><img src=\"https://static.tigerbbs.com/522c9bdad799a71c4e6bad965f9f00f3\" tg-width=\"1530\" tg-height=\"650\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><b>IPO watch:</b>&nbsp;IPOs expected to start trading during the week include UiPAth (PATH), DoubleVerify (DV) and NeuroPace (NPCE) on April 20, as well as Zymergern (ZY) and KnowBe4 (KNBE) on April 22. IPO lockup periods expire on Datto Holding(NYSE:MSP), Topaz Energy(NYSE:TPZ), McAfee(NASDAQ:MCFE), Guild Holdings(NYSE:GHLD), Foghorn Therapeutics(NASDAQ:FHTX)and ComSovereign Holding(NASDAQ:COMS). The analyst quiet period expires on ThredUp(NASDAQ:TDUP)on April 20 to free up analysts to post ratings. Shares of Trip.com(NASDAQ:TRIP)will begin trading in Hong Kong this week following a new listing.</p><p><blockquote><b>IPO观察：</b>预计本周开始交易的IPO包括4月20日的UiPAth(PATH)、DoubleVerify(DV)和NeuroPace(NPCE)，以及4月22日的Zymergern(ZY)和KnowBe4(KNBE)。Datto Holding(NYSE：MSP)、Topaz Energy(NYSE：TPZ)、McAfee(纳斯达克：MCFE)、Guild Holdings(NYSE：GHLD)、Foghorn Therapeutics(纳斯达克：FHTX)和ComSovereign Holding(纳斯达克：COMS）。ThredUp（纳斯达克股票代码：TDUP）的分析师静默期将于4月20日到期，以便分析师可以发布评级。携程（纳斯达克股票代码：TRIP）的股票将于本周在香港上市后开始交易。</blockquote></p><p><b>Apple event:</b>&nbsp;Apple(NASDAQ:AAPL)holds an event on April 20 called \"Spring Loaded\" to show off new products. Information out of Cupertino has been pretty tight, but the company could reveal new iPads, new iMacs, new AirPods, AirTags, a new Apple TV and possibly a new Apple Pencil.</p><p><blockquote><b>苹果事件：</b>苹果（纳斯达克：AAPL）将于4月20日举办名为“Spring Loaded”的活动，展示新产品。来自库比蒂诺的信息相当紧张，但该公司可能会发布新的iPad、新的iMac、新的AirPods、AirTags、新的苹果电视，可能还有新的苹果铅笔。</blockquote></p><p><b>Projected dividend increases (quarterly):</b>&nbsp;Expected dividend boosts for the week include Comfort Systems USA(NYSE:FIX)to $0.125 from $0.1115, HP Enterprise(NYSE:HPE)to $0.1275 from $0.12, Pool Corp(NASDAQ:POOL)to $0.61 from $0.58, Johnson &amp; Johnson to $1.06 from $1.01, Travelers(NYSE:TRV)to $0.88 from $0.85, Southern Company(NYSE:SO)to $0.66 from $0.64, Kinder Morgan(NYSE:KMI)to $0.27 from $0.2625 and Nasdaq(NASDAQ:NDAQ)to $0.50 from $0.49.</p><p><blockquote><b>预计股息增加（季度）：</b>预计本周股息上调包括Comfort Systems USA(NYSE：FIX)从0.1115美元上调至0.125美元，HP Enterprise(NYSE：HPE)从0.12美元上调至0.1275美元，Pool Corp(纳斯达克：POOL)从0.58美元上调至0.61美元，强生公司(NYSE：TRV)从0.85美元上调至0.88美元，南方公司(NYSE：SO)从0.64美元上调至0.66美元，金德摩根(NYSE：KMI)从0.2625美元上调至0.27美元，纳斯达克(纳斯达克：NDAQ)从0.49美元上调至0.50美元。</blockquote></p><p><b>M&amp;A tidbits:</b>&nbsp;The highly-anticipated Aphria(NASDAQ:APHA)-Tilray(NASDAQ:TLRY)merger is expected to close on April 20. The tender offer on the GenMark Diagnostics(NASDAQ:GNMK)-Roche(OTCQX:RHHBY)deal expires on April 21. GW Pharmaceuticals(NASDAQ:GWPH)shareholders vote on the Jazz Pharmaceuticals(NASDAQ:JAZZ)deal on April 23.</p><p><blockquote><b>并购花絮：</b>备受期待的Aphria（纳斯达克：APHA）-Tilray（纳斯达克：TLRY）合并预计将于4月20日完成。GenMark Diagnostics（纳斯达克：GNMK）-罗氏（OTCQX：RHHBY）交易的要约收购将于4月21日到期。GW Pharmaceuticals（纳斯达克股票代码：GWPH）股东将于4月23日就Jazz Pharmaceuticals（纳斯达克股票代码：JAZZ）交易进行投票。</blockquote></p><p><b>ARK Invest watch:</b>&nbsp;Investors may want to keep an eye on Coinbase Global(NASDAQ:COIN)after ARK Invest came in Friday with a purchase of 19,599 shares for the ARK Fintech Innovation ETF(NYSEARCA:ARKF)and 112,539 shares for the ARK Innovation ETF(NYSEARCA:ARKK). Cathie Wood's firm also defended Silvergate(NYSE:SI)after its mid-week stumble likely in response to the Coinbase IPO. \"Investors potentially took profits to diversify their exposure to crypto in the public markets. \"In our view, the Silvergate Exchange Network, with its strong network effects, positions Silvergate as both a facilitator and a prime beneficiary of increased crypto adoption,\" ARK reasons.</p><p><blockquote><b>方舟投资观察：</b>在ARK Invest周五购买了19,599股ARK Fintech Innovation ETF（NYSEARCA：ARKF）和112,539股ARK Innovation ETF（NYSEARCA：ARKF）后，投资者可能需要关注Coinbase Global（纳斯达克：COIN）：ARKK）。Cathie Wood的公司还为Silvergate(NYSE：SI)进行了辩护，此前Silvergate(NYSE：SI)在周中因Coinbase IPO而出现失误。“投资者可能会获利了结，以分散他们在公开市场上对加密货币的投资。”我们认为，Silvergate交换网络凭借其强大的网络效应，使Silvergate既是加密货币采用增加的推动者，也是主要受益者，”ARK解释道。</blockquote></p><p><b>Corporate spotlight:</b>&nbsp;Major events this week include strategic updates from Advance Auto Parts(NYSE:AAP)and Royal Gold(NYSE:GOLD)on April 20, as well as investor days for Dye &amp; Durham(OTC:DYNDF)and SMART Global(NASDAQ:SGH). On April 21, MGM Resorts(NYSE:MGM)and Entain(OTCPK:GMVHF)along with their U.S. venture BetMGM will host a business update event for analysts and investors. The event will provide deeper insights into the rapidly growing U.S. sports betting and iGaming business of BetMGM. A new forecast on the industry's total addressable market could be a share price catalyst for DraftKings(NASDAQ:DKNG)and Penn National Gaming(NASDAQ:PENN)as well. Check outSeeking Alpha's Catalyst Watch for a detailed list of more events to watch.</p><p><blockquote><b>企业聚焦：</b>本周的重大活动包括Advance Auto Parts(NYSE：AAP)和Royal Gold(NYSE：GOLD)4月20日的战略更新，以及Dye&amp;Durham(OTC：DYNDF)和SMART Global(纳斯达克：SGH)的投资者日。4月21日，米高梅度假村(NYSE：MGM)和Entain(OTCPK：GMVHF)及其美国合资企业BetMGM将为分析师和投资者举办业务更新活动。该活动将让人们更深入地了解BetMGM快速增长的美国体育博彩和iGaming业务。对该行业总潜在市场的新预测也可能成为DraftKings（纳斯达克：DKNG）和Penn National Gaming（纳斯达克：PENN）的股价催化剂。查看outSeeking Alpha的Catalyst Watch，了解更多值得关注的活动的详细列表。</blockquote></p><p></p><p><b>Conferences rundown:</b>&nbsp;Notable conferences running during the week include the H.C Wainwright Spring Mining Conference, Linley Spring Processor Conference 2021, the Kempen Life Sciences Conference, the Jefferies Microbiome-based Therapeutics Summit 2021 and the Stifel GMP &amp; Stifel First Energy Canada Cross Sector Insight Conference 2021. Check outSeeking Alpha's Catalyst Watch for a detailed list of events to watch.</p><p><blockquote><b>会议概要：</b>本周举行的著名会议包括H.C Wainwright春季采矿会议、2021年Linley春季处理器会议、Kempen生命科学会议、2021年Jefferies基于微生物组的治疗峰会以及2021年Stifel GMP和Stifel First Energy Canada跨部门洞察会议。查看outSeeking Alpha的Catalyst手表，了解要观看的事件的详细列表。</blockquote></p><p><b>Barron's mentions:</b>&nbsp;Disney(NYSE:DIS)makes the cover of Barron's this week as the media giant is given credit for positioning itself for post-COVID growth. Disney is said to have come out ahead after CEO Bob Chapek and team faced the severest of financial stress tests. \"When parks and theaters emptied out a year ago, costs kept rolling in, and the fastest-growing part of the business, streaming, was consuming cash—as it still is. Yet, Disney generated $3.6 billion in free cash during its fiscal year ended last September. It’s seen producing $3.3 billion this year before the numbers begin a sharp rebound,\" notes Jack Hough. While the movie business is still sputtering to restart and the TV business is seen holding steady at best, streaming results have shattered forecasts. Disney+ smashed expectations in piling up 100M in less than 18 months, compared to the 10 years it took Netflix to hit that level. Disney is targeting 300M to 350M subscribers by 2024 across all of its streaming platforms, including Hulu, ESPN+, Hotstar in India, and Star+ in Latin America (launches in June). PetIQ(NASDAQ:PETQ)and O'Reilly Automotive(NASDAQ:ORLY)also land favorable write-ups this week.</p><p><blockquote><b>《巴伦周刊》提到：</b>迪士尼（纽约证券交易所股票代码：DIS）本周登上了《巴伦周刊》的封面，这家媒体巨头因为新冠疫情后的增长做好了定位而受到赞誉。据说，在首席执行官鲍勃·查佩克和团队面临最严峻的财务压力测试后，迪士尼脱颖而出。“一年前，当公园和剧院空无一人时，成本不断滚滚而来，流媒体业务增长最快的部分正在消耗现金——现在仍然如此。然而，迪士尼在截至去年9月的财年中产生了36亿美元的自由现金。在数字开始大幅反弹之前，今年的收入为33亿美元，”杰克·霍夫指出。虽然电影业务仍在艰难重启，电视业务充其量也保持稳定，但流媒体业绩却超出了预期。Disney+在不到18个月的时间里积累了1亿美元，超出了预期，而Netflix花了10年时间才达到这一水平。迪士尼的目标是到2024年在其所有流媒体平台上拥有3亿至3.5亿用户，包括印度的Hulu、ESPN+、Hotstar和拉丁美洲的Star+（6月推出）。PetIQ（纳斯达克股票代码：PETQ）和O’Reilly Automotive（纳斯达克股票代码：ORLY）本周也获得了好评。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4419571-stocks-to-watch-apple-event-disney-callout-and-earnings-blitz\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/article/4419571-stocks-to-watch-apple-event-disney-callout-and-earnings-blitz","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162662309","content_text":"Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the this week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. A podcast of Stocks to Watch is also available on Sundays onSeeking Alpha,Apple Podcasts,StitcherandSpotify(click the highlighted links).Economic reports due out this week include the latest updates on existing home sales, new home sales, jobless claims and PMI. Big earnings reports blast in every day this week across sectors. Of note, the follow-up conference calls from Coca-Cola(NYSE:KO), Netflix(NASDAQ:NFLX)and Intel(NASDAQ:INTC)could be on the interesting side. On the vaccine front, the Centers for Disease Control and Prevention's Advisory Committee on Immunization Practices is expected to meet late this week to consider recommendations for Johnson & Johnson's(NYSE:JNJ)shot, which has been linked to rare blood clots in the brain.Earnings spotlight: Earnings season heats up in a big way with reports due in from Coca-Cola (KO), IBM(NYSE:IBM)and United Airlines(NASDAQ:UAL)on April 19; Johnson & Johnson (JNJ), Procter & Gamble(NYSE:PG), Philip Morris International(NYSE:PM), Abbott Labs(NYSE:ABT)and Netflix (NFLX) on April 20; Anthem(NYSE:ANTM), Verizon(NYSE:VZ), Chipotle(NYSE:CMG)and Lam Research(NASDAQ:LRCX)on April 21; AT&T(NYSE:T), Dow(NYSE:DOW), Intel (INTC), Seagate Tech(NASDAQ:STX)and Mattel(NASDAQ:MAT)on April 22; as well as American Express(NYSE:AXP)and Honeywell(NYSE:HON)on April 23.IPO watch: IPOs expected to start trading during the week include UiPAth (PATH), DoubleVerify (DV) and NeuroPace (NPCE) on April 20, as well as Zymergern (ZY) and KnowBe4 (KNBE) on April 22. IPO lockup periods expire on Datto Holding(NYSE:MSP), Topaz Energy(NYSE:TPZ), McAfee(NASDAQ:MCFE), Guild Holdings(NYSE:GHLD), Foghorn Therapeutics(NASDAQ:FHTX)and ComSovereign Holding(NASDAQ:COMS). The analyst quiet period expires on ThredUp(NASDAQ:TDUP)on April 20 to free up analysts to post ratings. Shares of Trip.com(NASDAQ:TRIP)will begin trading in Hong Kong this week following a new listing.Apple event: Apple(NASDAQ:AAPL)holds an event on April 20 called \"Spring Loaded\" to show off new products. Information out of Cupertino has been pretty tight, but the company could reveal new iPads, new iMacs, new AirPods, AirTags, a new Apple TV and possibly a new Apple Pencil.Projected dividend increases (quarterly): Expected dividend boosts for the week include Comfort Systems USA(NYSE:FIX)to $0.125 from $0.1115, HP Enterprise(NYSE:HPE)to $0.1275 from $0.12, Pool Corp(NASDAQ:POOL)to $0.61 from $0.58, Johnson & Johnson to $1.06 from $1.01, Travelers(NYSE:TRV)to $0.88 from $0.85, Southern Company(NYSE:SO)to $0.66 from $0.64, Kinder Morgan(NYSE:KMI)to $0.27 from $0.2625 and Nasdaq(NASDAQ:NDAQ)to $0.50 from $0.49.M&A tidbits: The highly-anticipated Aphria(NASDAQ:APHA)-Tilray(NASDAQ:TLRY)merger is expected to close on April 20. The tender offer on the GenMark Diagnostics(NASDAQ:GNMK)-Roche(OTCQX:RHHBY)deal expires on April 21. GW Pharmaceuticals(NASDAQ:GWPH)shareholders vote on the Jazz Pharmaceuticals(NASDAQ:JAZZ)deal on April 23.ARK Invest watch: Investors may want to keep an eye on Coinbase Global(NASDAQ:COIN)after ARK Invest came in Friday with a purchase of 19,599 shares for the ARK Fintech Innovation ETF(NYSEARCA:ARKF)and 112,539 shares for the ARK Innovation ETF(NYSEARCA:ARKK). Cathie Wood's firm also defended Silvergate(NYSE:SI)after its mid-week stumble likely in response to the Coinbase IPO. \"Investors potentially took profits to diversify their exposure to crypto in the public markets. \"In our view, the Silvergate Exchange Network, with its strong network effects, positions Silvergate as both a facilitator and a prime beneficiary of increased crypto adoption,\" ARK reasons.Corporate spotlight: Major events this week include strategic updates from Advance Auto Parts(NYSE:AAP)and Royal Gold(NYSE:GOLD)on April 20, as well as investor days for Dye & Durham(OTC:DYNDF)and SMART Global(NASDAQ:SGH). On April 21, MGM Resorts(NYSE:MGM)and Entain(OTCPK:GMVHF)along with their U.S. venture BetMGM will host a business update event for analysts and investors. The event will provide deeper insights into the rapidly growing U.S. sports betting and iGaming business of BetMGM. A new forecast on the industry's total addressable market could be a share price catalyst for DraftKings(NASDAQ:DKNG)and Penn National Gaming(NASDAQ:PENN)as well. Check outSeeking Alpha's Catalyst Watch for a detailed list of more events to watch.Conferences rundown: Notable conferences running during the week include the H.C Wainwright Spring Mining Conference, Linley Spring Processor Conference 2021, the Kempen Life Sciences Conference, the Jefferies Microbiome-based Therapeutics Summit 2021 and the Stifel GMP & Stifel First Energy Canada Cross Sector Insight Conference 2021. Check outSeeking Alpha's Catalyst Watch for a detailed list of events to watch.Barron's mentions: Disney(NYSE:DIS)makes the cover of Barron's this week as the media giant is given credit for positioning itself for post-COVID growth. Disney is said to have come out ahead after CEO Bob Chapek and team faced the severest of financial stress tests. \"When parks and theaters emptied out a year ago, costs kept rolling in, and the fastest-growing part of the business, streaming, was consuming cash—as it still is. Yet, Disney generated $3.6 billion in free cash during its fiscal year ended last September. It’s seen producing $3.3 billion this year before the numbers begin a sharp rebound,\" notes Jack Hough. While the movie business is still sputtering to restart and the TV business is seen holding steady at best, streaming results have shattered forecasts. Disney+ smashed expectations in piling up 100M in less than 18 months, compared to the 10 years it took Netflix to hit that level. Disney is targeting 300M to 350M subscribers by 2024 across all of its streaming platforms, including Hulu, ESPN+, Hotstar in India, and Star+ in Latin America (launches in June). PetIQ(NASDAQ:PETQ)and O'Reilly Automotive(NASDAQ:ORLY)also land favorable write-ups this week.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,"SPY":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":102717423,"gmtCreate":1620253795562,"gmtModify":1631892983032,"author":{"id":"3581636786147439","authorId":"3581636786147439","name":"Supermark","avatar":"https://static.tigerbbs.com/216b88e6021ef8dfdb8a3a1d156559d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581636786147439","idStr":"3581636786147439"},"themes":[],"htmlText":"Like and comment . What crashes . Is not time yet?&nbsp;","listText":"Like and comment . What crashes . Is not time yet?&nbsp;","text":"Like and comment . What crashes . Is not time yet?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/102717423","repostId":"1148686352","repostType":4,"repost":{"id":"1148686352","kind":"news","pubTimestamp":1620224535,"share":"https://www.laohu8.com/m/news/1148686352?lang=zh_CN&edition=full","pubTime":"2021-05-05 22:22","market":"us","language":"en","title":"This Day In Market History: Panic Of 1893 Crashes Stock Market<blockquote>市场历史上的这一天：1893年的恐慌导致股市崩盘</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148686352","media":"benzinga","summary":"What Happened?On this day in 1893, U.S. stocks suffered their worst intraday loss in history at the ","content":"<p><div> What Happened?On this day in 1893, U.S. stocks suffered their worst intraday loss in history at the time. Where The Market Was:The Dow finished the day at 30.02. What Else Was Going On In The World?In...</p><p><blockquote><div>怎么回事？1893年的这一天，美股遭遇了当时历史上最严重的盘中跌幅。市场位置：道琼斯指数当天收于30.02点。世界上还发生了什么？在……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/general/education/21/05/20964728/this-day-in-market-history-panic-of-1893-crashes-stock-market\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/general/education/21/05/20964728/this-day-in-market-history-panic-of-1893-crashes-stock-market\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This Day In Market History: Panic Of 1893 Crashes Stock Market<blockquote>市场历史上的这一天：1893年的恐慌导致股市崩盘</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\">\nThis Day In Market History: Panic Of 1893 Crashes Stock Market<blockquote>市场历史上的这一天：1893年的恐慌导致股市崩盘</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">benzinga</strong><span class=\"h-time small\">2021-05-05 22:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> What Happened?On this day in 1893, U.S. stocks suffered their worst intraday loss in history at the time. Where The Market Was:The Dow finished the day at 30.02. What Else Was Going On In The World?In...</p><p><blockquote><div>怎么回事？1893年的这一天，美股遭遇了当时历史上最严重的盘中跌幅。市场位置：道琼斯指数当天收于30.02点。世界上还发生了什么？在……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/general/education/21/05/20964728/this-day-in-market-history-panic-of-1893-crashes-stock-market\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/general/education/21/05/20964728/this-day-in-market-history-panic-of-1893-crashes-stock-market\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/general/education/21/05/20964728/this-day-in-market-history-panic-of-1893-crashes-stock-market\">benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.benzinga.com/general/education/21/05/20964728/this-day-in-market-history-panic-of-1893-crashes-stock-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148686352","content_text":"What Happened?On this day in 1893, U.S. stocks suffered their worst intraday loss in history at the time.\nWhere The Market Was:The Dow finished the day at 30.02.\nWhat Else Was Going On In The World?In 1893, Thomas Edison completed the world’s first movie studio in West Orange, New Jersey. Lizzie Borden was acquitted of the ax murders of her father and stepmother. A fresh, one-pound beef steak cost 10 cents.\nPanic Of 1893:On May 5, 1893, the Dow Jones Index dropped more than 24% from 39.90 to 30.02. It would mark the worst intraday sell-off in U.S. history at the time, a record that would stand until 1929.\nThe Panic of 1893 was triggered in part by falling gold reserves in the U.S. Treasury. At the time, the U.S. was on the gold standard, meaning U.S. dollars could be redeemed for physical gold. When Treasury gold reserves dropped from $190 million in 1890 to $100 million by 1893, Americans grew concerned that the Treasury might run out of gold and began withdrawing bank notes and converting them to gold, placing extreme strain on the U.S. banking industry and credit markets.\nThe May 5 sell-off was triggered in part by the bankruptcy of Nation Cordage the day before.General Electric CompanyGE 0.34%shares dropped 28% on the day from $80 to $58.\nFortunately for investors, the Panic of 1893 didn’t last for long. By the end of the day, the market nearly completely recovered its losses. GE, for example, closed the session at $78.50.\nThe Panic of 1893 would ravage the U.S. economy, triggering a severe four-year depression. Roughly 14,000 U.S. businesses closed, and unemployment rose to 20%. The event would mark the worst economic downturn in U.S. history until the Great Depression began in 1929.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189544114,"gmtCreate":1623283343438,"gmtModify":1631892983035,"author":{"id":"3581636786147439","authorId":"3581636786147439","name":"Supermark","avatar":"https://static.tigerbbs.com/216b88e6021ef8dfdb8a3a1d156559d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581636786147439","idStr":"3581636786147439"},"themes":[],"htmlText":"Like and comment pls&nbsp;","listText":"Like and comment pls&nbsp;","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/189544114","repostId":"1142408805","repostType":4,"repost":{"id":"1142408805","kind":"news","pubTimestamp":1623280126,"share":"https://www.laohu8.com/m/news/1142408805?lang=zh_CN&edition=full","pubTime":"2021-06-10 07:08","market":"us","language":"en","title":"U.S. stocks end lower ahead of inflation report<blockquote>美股在通胀报告公布前收低</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1142408805","media":"reuters","summary":"NEW YORK (Reuters) - Wall Street ended a see-saw session lower on Wednesday as market participants a","content":"<p>NEW YORK (Reuters) - Wall Street ended a see-saw session lower on Wednesday as market participants awaited inflation data for clues as to when the U.S. Federal Reserve might tighten its dovish monetary policy.</p><p><blockquote>纽约（路透社）-华尔街周三收盘走低，市场参与者等待通胀数据，以寻找美联储何时可能收紧鸽派货币政策的线索。</blockquote></p><p> The retail “meme stock” craze continued unabated.</p><p><blockquote>零售“模因股”热潮不减。</blockquote></p><p> All three major U.S. stock indexes reversed earlier gains, but remained range-bound in the absence of any clear market catalysts.</p><p><blockquote>美国三大股指均扭转稍早涨势，但在缺乏任何明显市场催化剂的情况下仍维持区间震荡。</blockquote></p><p> “There’s a lull period in terms of news,” said Chuck Carlson, chief executive at Horizon Investment Services in Hammond, Indiana. “We’re through earnings period and people are waiting for inflation numbers tomorrow, so you have a mixed market where the major averages aren’t doing much of anything.”</p><p><blockquote>印第安纳州哈蒙德地平线投资服务公司首席执行官查克·卡尔森表示：“新闻方面有一段平静期。”“我们已经过了财报期，人们正在等待明天的通胀数据，因此市场好坏参半，主要股指没有采取太多行动。”</blockquote></p><p> Heavily shorted meme stocks extended their social media-driven rally, with Aethlon Medical soaring 388.2%.</p><p><blockquote>严重做空的meme股票延续了社交媒体推动的涨势，Aethlon Medical飙升388.2%。</blockquote></p><p> Reddit chatter also helped to lift shares of prison operator GEO Group and World Wrestling Entertainment 38.4% and 10.9%, respectively.</p><p><blockquote>Reddit聊天还帮助监狱运营商GEO Group和World Wrestling Entertainment的股价分别上涨38.4%和10.9%。</blockquote></p><p> However, other meme stocks such as Clover Health, AMC Entertainment and Bed Bath &amp; Beyond closed lower.</p><p><blockquote>然而，Clover Health、AMC院线和Bed Bath&amp;Beyond等其他模因股票收盘走低。</blockquote></p><p> Retail volume has returned to its January peak, according to Vanda Research, as social media forums scramble to identify the next GameStop Corp, the stock that kicked off the phenomenon.</p><p><blockquote>Vanda Research的数据显示，随着社交媒体论坛争先恐后地寻找下一个游戏驿站公司，即引发这一现象的股票，零售额已回到一月份的峰值。</blockquote></p><p> “It feels like alternative stock market,” Carlson added. It’s an indication of speculation. You can be successful if you get in at the right moment but it’s very difficult to play successfully over time.”</p><p><blockquote>“这感觉就像另类股票市场，”卡尔森补充道。这是猜测的迹象。如果你在正确的时间进入，你就可以成功，但随着时间的推移，很难成功地发挥作用。”</blockquote></p><p> “I don’t think you should read too much regarding the broader market.”</p><p><blockquote>“我认为你不应该阅读太多关于大盘的信息。”</blockquote></p><p> GameStop named Matt Furlong as its new CEO ahead of its earnings report, which showed a quarterly loss of $1.01 per share. Its shares fell over 4% in after-hours trading.</p><p><blockquote>游戏驿站在发布财报之前任命马特·弗隆为新任首席执行官，财报显示季度亏损为每股1.01美元。其股价在盘后交易中下跌超过4%。</blockquote></p><p> U.S. President Joe Biden changed course in ongoing negotiations to reach a bipartisan agreement on infrastructure spending after one-on-one talks with Senator Shelley Capito broke down.</p><p><blockquote>在与参议员雪莱·卡皮托的一对一会谈破裂后，美国总统乔·拜登在正在进行的谈判中改变了路线，以就基础设施支出达成两党协议。</blockquote></p><p> Industrial stocks, which stand to benefit from an infrastructure deal, slid by 1%.</p><p><blockquote>将从基础设施交易中受益的工业股下跌1%。</blockquote></p><p> Washington lawmakers passed a sweeping bill designed to boost the United States’ ability to compete against Chinese technology, providing funds for research and semiconductor production amid an ongoing chip supply drought. The bill now heads to the House of Representatives.</p><p><blockquote>华盛顿立法者通过了一项全面的法案，旨在提高美国与中国技术竞争的能力，在持续的芯片供应干旱的情况下为研究和半导体生产提供资金。该法案现已提交众议院。</blockquote></p><p> Even so, the Philadelphia SE Semiconductor index slipped 0.4%.</p><p><blockquote>即便如此，费城SE半导体指数仍下跌0.4%。</blockquote></p><p> The Labor Department’s consumer price index report due out Thursday will provide another take on inflation amid the recovery’s demand/supply imbalance as investors determine whether inflationary pressures, as the Fed asserts, will be transitory.</p><p><blockquote>美国劳工部将于周四发布的消费者价格指数报告将在复苏的供需失衡中提供对通胀的另一种看法，因为投资者将确定通胀压力是否如美联储所称的那样是暂时的。</blockquote></p><p> The Dow Jones Industrial Average fell 152.68 points, or 0.44%, to 34,447.14; the S&amp;P 500 lost 7.71 points, or 0.18%, at 4,219.55; and the Nasdaq Composite dropped 13.16 points, or 0.09%, to 13,911.75.</p><p><blockquote>道琼工业指数跌152.68点，或0.44%，报34447.14点；标普500下跌7.71点，或0.18%，报4,219.55点；纳斯达克综合指数下跌13.16点，跌幅0.09%，至13,911.75点。</blockquote></p><p> Among the 11 major sectors in the S&amp;P 500, healthcare gained the most.</p><p><blockquote>标普500 11大板块中，医疗保健涨幅最大。</blockquote></p><p> Benchmark Treasury yields dropped below 1.5% for the first time since May, weighing on interest-sensitive financials.</p><p><blockquote>基准美国国债收益率自5月以来首次跌破1.5%，令对利率敏感的金融股承压。</blockquote></p><p> Campbell Soup Co missed quarterly profit expectations and slashed its full-year earnings forecast, sending its shares down 6.5%.</p><p><blockquote>金宝汤公司未达到季度利润预期，并下调了全年盈利预期，导致其股价下跌6.5%。</blockquote></p><p> Drugmaker Merck &amp; Co rose 2.3% on the heels of its announcement the U.S. government had agreed to buy about 1.7 million courses of the company’s experimental COVID-19 treatment, molnupiravir, for about $1.2 billion, if the drug meets regulatory approval.</p><p><blockquote>制药商默克公司股价上涨2.3%，此前该公司宣布，如果该药物获得监管部门批准，美国政府已同意以约12亿美元的价格购买该公司约170万个疗程的实验性COVID-19治疗药物molnupiravir。</blockquote></p><p> Declining issues outnumbered advancers on the NYSE by a 1.12-to-1 ratio; on Nasdaq, a 1.13-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为1.12比1；在纳斯达克，1.13比1的比率有利于下跌股。</blockquote></p><p> The S&amp;P 500 posted 38 new 52-week highs and two new lows; the Nasdaq Composite recorded 126 new highs and 14 new lows.</p><p><blockquote>标普500创下38个52周新高和两个新低；纳斯达克综合指数录得126个新高和14个新低。</blockquote></p><p> Volume on U.S. exchanges was 11.53 billion shares, compared with the 10.74 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为115.3亿股，而过去20个交易日的平均成交量为107.4亿股。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stocks end lower ahead of inflation report<blockquote>美股在通胀报告公布前收低</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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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\">\nU.S. stocks end lower ahead of inflation report<blockquote>美股在通胀报告公布前收低</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">reuters</strong><span class=\"h-time small\">2021-06-10 07:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>NEW YORK (Reuters) - Wall Street ended a see-saw session lower on Wednesday as market participants awaited inflation data for clues as to when the U.S. Federal Reserve might tighten its dovish monetary policy.</p><p><blockquote>纽约（路透社）-华尔街周三收盘走低，市场参与者等待通胀数据，以寻找美联储何时可能收紧鸽派货币政策的线索。</blockquote></p><p> The retail “meme stock” craze continued unabated.</p><p><blockquote>零售“模因股”热潮不减。</blockquote></p><p> All three major U.S. stock indexes reversed earlier gains, but remained range-bound in the absence of any clear market catalysts.</p><p><blockquote>美国三大股指均扭转稍早涨势，但在缺乏任何明显市场催化剂的情况下仍维持区间震荡。</blockquote></p><p> “There’s a lull period in terms of news,” said Chuck Carlson, chief executive at Horizon Investment Services in Hammond, Indiana. “We’re through earnings period and people are waiting for inflation numbers tomorrow, so you have a mixed market where the major averages aren’t doing much of anything.”</p><p><blockquote>印第安纳州哈蒙德地平线投资服务公司首席执行官查克·卡尔森表示：“新闻方面有一段平静期。”“我们已经过了财报期，人们正在等待明天的通胀数据，因此市场好坏参半，主要股指没有采取太多行动。”</blockquote></p><p> Heavily shorted meme stocks extended their social media-driven rally, with Aethlon Medical soaring 388.2%.</p><p><blockquote>严重做空的meme股票延续了社交媒体推动的涨势，Aethlon Medical飙升388.2%。</blockquote></p><p> Reddit chatter also helped to lift shares of prison operator GEO Group and World Wrestling Entertainment 38.4% and 10.9%, respectively.</p><p><blockquote>Reddit聊天还帮助监狱运营商GEO Group和World Wrestling Entertainment的股价分别上涨38.4%和10.9%。</blockquote></p><p> However, other meme stocks such as Clover Health, AMC Entertainment and Bed Bath &amp; Beyond closed lower.</p><p><blockquote>然而，Clover Health、AMC院线和Bed Bath&amp;Beyond等其他模因股票收盘走低。</blockquote></p><p> Retail volume has returned to its January peak, according to Vanda Research, as social media forums scramble to identify the next GameStop Corp, the stock that kicked off the phenomenon.</p><p><blockquote>Vanda Research的数据显示，随着社交媒体论坛争先恐后地寻找下一个游戏驿站公司，即引发这一现象的股票，零售额已回到一月份的峰值。</blockquote></p><p> “It feels like alternative stock market,” Carlson added. It’s an indication of speculation. You can be successful if you get in at the right moment but it’s very difficult to play successfully over time.”</p><p><blockquote>“这感觉就像另类股票市场，”卡尔森补充道。这是猜测的迹象。如果你在正确的时间进入，你就可以成功，但随着时间的推移，很难成功地发挥作用。”</blockquote></p><p> “I don’t think you should read too much regarding the broader market.”</p><p><blockquote>“我认为你不应该阅读太多关于大盘的信息。”</blockquote></p><p> GameStop named Matt Furlong as its new CEO ahead of its earnings report, which showed a quarterly loss of $1.01 per share. Its shares fell over 4% in after-hours trading.</p><p><blockquote>游戏驿站在发布财报之前任命马特·弗隆为新任首席执行官，财报显示季度亏损为每股1.01美元。其股价在盘后交易中下跌超过4%。</blockquote></p><p> U.S. President Joe Biden changed course in ongoing negotiations to reach a bipartisan agreement on infrastructure spending after one-on-one talks with Senator Shelley Capito broke down.</p><p><blockquote>在与参议员雪莱·卡皮托的一对一会谈破裂后，美国总统乔·拜登在正在进行的谈判中改变了路线，以就基础设施支出达成两党协议。</blockquote></p><p> Industrial stocks, which stand to benefit from an infrastructure deal, slid by 1%.</p><p><blockquote>将从基础设施交易中受益的工业股下跌1%。</blockquote></p><p> Washington lawmakers passed a sweeping bill designed to boost the United States’ ability to compete against Chinese technology, providing funds for research and semiconductor production amid an ongoing chip supply drought. The bill now heads to the House of Representatives.</p><p><blockquote>华盛顿立法者通过了一项全面的法案，旨在提高美国与中国技术竞争的能力，在持续的芯片供应干旱的情况下为研究和半导体生产提供资金。该法案现已提交众议院。</blockquote></p><p> Even so, the Philadelphia SE Semiconductor index slipped 0.4%.</p><p><blockquote>即便如此，费城SE半导体指数仍下跌0.4%。</blockquote></p><p> The Labor Department’s consumer price index report due out Thursday will provide another take on inflation amid the recovery’s demand/supply imbalance as investors determine whether inflationary pressures, as the Fed asserts, will be transitory.</p><p><blockquote>美国劳工部将于周四发布的消费者价格指数报告将在复苏的供需失衡中提供对通胀的另一种看法，因为投资者将确定通胀压力是否如美联储所称的那样是暂时的。</blockquote></p><p> The Dow Jones Industrial Average fell 152.68 points, or 0.44%, to 34,447.14; the S&amp;P 500 lost 7.71 points, or 0.18%, at 4,219.55; and the Nasdaq Composite dropped 13.16 points, or 0.09%, to 13,911.75.</p><p><blockquote>道琼工业指数跌152.68点，或0.44%，报34447.14点；标普500下跌7.71点，或0.18%，报4,219.55点；纳斯达克综合指数下跌13.16点，跌幅0.09%，至13,911.75点。</blockquote></p><p> Among the 11 major sectors in the S&amp;P 500, healthcare gained the most.</p><p><blockquote>标普500 11大板块中，医疗保健涨幅最大。</blockquote></p><p> Benchmark Treasury yields dropped below 1.5% for the first time since May, weighing on interest-sensitive financials.</p><p><blockquote>基准美国国债收益率自5月以来首次跌破1.5%，令对利率敏感的金融股承压。</blockquote></p><p> Campbell Soup Co missed quarterly profit expectations and slashed its full-year earnings forecast, sending its shares down 6.5%.</p><p><blockquote>金宝汤公司未达到季度利润预期，并下调了全年盈利预期，导致其股价下跌6.5%。</blockquote></p><p> Drugmaker Merck &amp; Co rose 2.3% on the heels of its announcement the U.S. government had agreed to buy about 1.7 million courses of the company’s experimental COVID-19 treatment, molnupiravir, for about $1.2 billion, if the drug meets regulatory approval.</p><p><blockquote>制药商默克公司股价上涨2.3%，此前该公司宣布，如果该药物获得监管部门批准，美国政府已同意以约12亿美元的价格购买该公司约170万个疗程的实验性COVID-19治疗药物molnupiravir。</blockquote></p><p> Declining issues outnumbered advancers on the NYSE by a 1.12-to-1 ratio; on Nasdaq, a 1.13-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为1.12比1；在纳斯达克，1.13比1的比率有利于下跌股。</blockquote></p><p> The S&amp;P 500 posted 38 new 52-week highs and two new lows; the Nasdaq Composite recorded 126 new highs and 14 new lows.</p><p><blockquote>标普500创下38个52周新高和两个新低；纳斯达克综合指数录得126个新高和14个新低。</blockquote></p><p> Volume on U.S. exchanges was 11.53 billion shares, compared with the 10.74 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为115.3亿股，而过去20个交易日的平均成交量为107.4亿股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-u-s-stocks-end-lower-ahead-of-inflation-report-idUSL2N2NR2UG\">reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","AEMD":"Aethlon Medical Inc",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-u-s-stocks-end-lower-ahead-of-inflation-report-idUSL2N2NR2UG","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142408805","content_text":"NEW YORK (Reuters) - Wall Street ended a see-saw session lower on Wednesday as market participants awaited inflation data for clues as to when the U.S. Federal Reserve might tighten its dovish monetary policy.\nThe retail “meme stock” craze continued unabated.\nAll three major U.S. stock indexes reversed earlier gains, but remained range-bound in the absence of any clear market catalysts.\n“There’s a lull period in terms of news,” said Chuck Carlson, chief executive at Horizon Investment Services in Hammond, Indiana. “We’re through earnings period and people are waiting for inflation numbers tomorrow, so you have a mixed market where the major averages aren’t doing much of anything.”\nHeavily shorted meme stocks extended their social media-driven rally, with Aethlon Medical soaring 388.2%.\nReddit chatter also helped to lift shares of prison operator GEO Group and World Wrestling Entertainment 38.4% and 10.9%, respectively.\nHowever, other meme stocks such as Clover Health, AMC Entertainment and Bed Bath & Beyond closed lower.\nRetail volume has returned to its January peak, according to Vanda Research, as social media forums scramble to identify the next GameStop Corp, the stock that kicked off the phenomenon.\n“It feels like alternative stock market,” Carlson added. It’s an indication of speculation. You can be successful if you get in at the right moment but it’s very difficult to play successfully over time.”\n“I don’t think you should read too much regarding the broader market.”\nGameStop named Matt Furlong as its new CEO ahead of its earnings report, which showed a quarterly loss of $1.01 per share. Its shares fell over 4% in after-hours trading.\nU.S. President Joe Biden changed course in ongoing negotiations to reach a bipartisan agreement on infrastructure spending after one-on-one talks with Senator Shelley Capito broke down.\nIndustrial stocks, which stand to benefit from an infrastructure deal, slid by 1%.\nWashington lawmakers passed a sweeping bill designed to boost the United States’ ability to compete against Chinese technology, providing funds for research and semiconductor production amid an ongoing chip supply drought. The bill now heads to the House of Representatives.\nEven so, the Philadelphia SE Semiconductor index slipped 0.4%.\nThe Labor Department’s consumer price index report due out Thursday will provide another take on inflation amid the recovery’s demand/supply imbalance as investors determine whether inflationary pressures, as the Fed asserts, will be transitory.\nThe Dow Jones Industrial Average fell 152.68 points, or 0.44%, to 34,447.14; the S&P 500 lost 7.71 points, or 0.18%, at 4,219.55; and the Nasdaq Composite dropped 13.16 points, or 0.09%, to 13,911.75.\nAmong the 11 major sectors in the S&P 500, healthcare gained the most.\nBenchmark Treasury yields dropped below 1.5% for the first time since May, weighing on interest-sensitive financials.\nCampbell Soup Co missed quarterly profit expectations and slashed its full-year earnings forecast, sending its shares down 6.5%.\nDrugmaker Merck & Co rose 2.3% on the heels of its announcement the U.S. government had agreed to buy about 1.7 million courses of the company’s experimental COVID-19 treatment, molnupiravir, for about $1.2 billion, if the drug meets regulatory approval.\nDeclining issues outnumbered advancers on the NYSE by a 1.12-to-1 ratio; on Nasdaq, a 1.13-to-1 ratio favored decliners.\nThe S&P 500 posted 38 new 52-week highs and two new lows; the Nasdaq Composite recorded 126 new highs and 14 new lows.\nVolume on U.S. exchanges was 11.53 billion shares, compared with the 10.74 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"AEMD":0.9}},"isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":870555184,"gmtCreate":1636637819537,"gmtModify":1636637943113,"author":{"id":"3581636786147439","authorId":"3581636786147439","name":"Supermark","avatar":"https://static.tigerbbs.com/216b88e6021ef8dfdb8a3a1d156559d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581636786147439","idStr":"3581636786147439"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/870555184","repostId":"1171908836","repostType":4,"repost":{"id":"1171908836","kind":"news","pubTimestamp":1636637696,"share":"https://www.laohu8.com/m/news/1171908836?lang=zh_CN&edition=full","pubTime":"2021-11-11 21:34","market":"us","language":"en","title":"Uber Bumps Up Base Fares In London To Bring Back Drivers<blockquote>Uber提高伦敦基本票价以吸引司机回来</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1171908836","media":"Benzinga","summary":"Uber Technologies bumped up base fares in London by 10% to attract more drivers, Bloomberg reports.\n","content":"<p><div> Uber Technologies bumped up base fares in London by 10% to attract more drivers, Bloomberg reports. Customers traveling from Heathrow, Gatwick, Luton, and Stansted airports will face an additional 15%...</p><p><blockquote><div>据彭博社报道，Uber Technologies将伦敦的基本票价提高了10%，以吸引更多司机。从希思罗机场、盖特威克机场、卢顿机场和斯坦斯特德机场出发的乘客将面临额外15%的费用...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/11/24036197/uber-bumps-up-base-fares-in-london-to-bring-back-drivers\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/11/24036197/uber-bumps-up-base-fares-in-london-to-bring-back-drivers\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Uber Bumps Up Base Fares In London To Bring Back Drivers<blockquote>Uber提高伦敦基本票价以吸引司机回来</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\">\nUber Bumps Up Base Fares In London To Bring Back Drivers<blockquote>Uber提高伦敦基本票价以吸引司机回来</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-11-11 21:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Uber Technologies bumped up base fares in London by 10% to attract more drivers, Bloomberg reports. Customers traveling from Heathrow, Gatwick, Luton, and Stansted airports will face an additional 15%...</p><p><blockquote><div>据彭博社报道，Uber Technologies将伦敦的基本票价提高了10%，以吸引更多司机。从希思罗机场、盖特威克机场、卢顿机场和斯坦斯特德机场出发的乘客将面临额外15%的费用...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/11/24036197/uber-bumps-up-base-fares-in-london-to-bring-back-drivers\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/11/24036197/uber-bumps-up-base-fares-in-london-to-bring-back-drivers\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/21/11/24036197/uber-bumps-up-base-fares-in-london-to-bring-back-drivers\">Benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UBER":"优步"},"source_url":"https://www.benzinga.com/news/21/11/24036197/uber-bumps-up-base-fares-in-london-to-bring-back-drivers","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171908836","content_text":"Uber Technologies bumped up base fares in London by 10% to attract more drivers, Bloomberg reports.\nCustomers traveling from Heathrow, Gatwick, Luton, and Stansted airports will face an additional 15% hike in fares at peak times.\nUber requires 20,000 more drivers to return to normal service levels.\nSome drivers switched from Uber to rapidly growing delivery businesses or rivals as the pandemic restricted the travel demand.\nUber had to offer drivers more benefits after the U.K. Supreme Court ruled the firm should recognize a group of them as “workers.”\nCustomers rebuked the ride-hailing provider on social media against longer waiting times and higher fares during peak hours as more workers opted to avoid public transit during the pandemic.\nPrice Action: UBER shares traded higher by 0.78% at $43.72 in the premarket session on the last check Thursday.","news_type":1,"symbols_score_info":{"UBER":0.9}},"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":177584237,"gmtCreate":1627252686529,"gmtModify":1631892983041,"author":{"id":"3581636786147439","authorId":"3581636786147439","name":"Supermark","avatar":"https://static.tigerbbs.com/216b88e6021ef8dfdb8a3a1d156559d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581636786147439","idStr":"3581636786147439"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/177584237","repostId":"2153878189","repostType":4,"isVote":1,"tweetType":1,"viewCount":714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108367883,"gmtCreate":1620001204842,"gmtModify":1631892983042,"author":{"id":"3581636786147439","authorId":"3581636786147439","name":"Supermark","avatar":"https://static.tigerbbs.com/216b88e6021ef8dfdb8a3a1d156559d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581636786147439","idStr":"3581636786147439"},"themes":[],"htmlText":"Response to my comments comments pls&nbsp;","listText":"Response to my comments comments pls&nbsp;","text":"Response to my comments comments pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/108367883","repostId":"1135819410","repostType":4,"repost":{"id":"1135819410","kind":"news","pubTimestamp":1619999342,"share":"https://www.laohu8.com/m/news/1135819410?lang=zh_CN&edition=full","pubTime":"2021-05-03 07:49","market":"us","language":"en","title":"Uber, Pfizer, PayPal, T-Mobile, ViacomCBS, General Motors, and Other Stocks for Investors to Watch This Week<blockquote>Uber、辉瑞、PayPal、T-Mobile、ViacomCBS、General Motors等本周值得投资者关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1135819410","media":"Barrons","summary":"It’s another packed week of earnings reports, with 130 S&P 500 companies on deck to release their fi","content":"<p>It’s another packed week of earnings reports, with 130 S&amp;P 500 companies on deck to release their first-quarter results. Estée Lauder is among Monday’s highlights, before things pick up on Tuesday:&nbsp;Activision Blizzard, CVS Health, DuPont, Pfizer, and T-Mobile US all report.</p><p><blockquote>又是财报密集的一周，130家标普500公司即将发布第一季度业绩。雅诗兰黛是周一的亮点之一，周二情况有所好转：动视暴雪、CVS Health、杜邦、辉瑞和T-Mobile US均报告。</blockquote></p><p>On Wednesday,&nbsp;Barrick Gold, Booking Holdings, General Motors, PayPal Holdings, and Uber Technologies release earnings.&nbsp;Anheuser-Busch InBev, Moderna, Regeneron Pharmaceuticals, Square, and ViacomCBS go on Thursday. And finally, Cigna closes the week on&nbsp;Friday.</p><p><blockquote>周三，Barrick Gold、Booking Holdings、General Motors、PayPal控股和Uber Technologies将发布财报。百威英博、Moderna、再生元制药、Square和ViacomCBS将于周四发布。最后，Cigna将于周五结束这一周。</blockquote></p><p><img src=\"https://static.tigerbbs.com/e1a866fbe5118566e68842053d76e2b9\" tg-width=\"1382\" tg-height=\"750\"></p><p><blockquote></blockquote></p><p>On the economic calendar this week, the&nbsp;main event will jobs Friday.&nbsp;The Bureau of Labor Statistics is forecast to report a gain of 975,000 nonfarm payrolls in April, and an unemployment rate of 5.8%—down from 6% a month earlier.</p><p><blockquote>在本周的经济日历上，主要事件将是周五的就业。美国劳工统计局预计将报告4月份非农就业人数增加97.5万人，失业率为5.8%，低于一个月前的6%。</blockquote></p><p>Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for April on Monday and its&nbsp;Services equivalent on Wednesday.</p><p><blockquote>本周公布的其他数据包括供应管理协会周一公布的4月份制造业采购经理人指数和周三公布的服务业采购经理人指数。</blockquote></p><p>Enterprise Products Partners&nbsp;and Estée Lauder release earnings.</p><p><blockquote>企业产品合作伙伴和雅诗兰黛发布收益。</blockquote></p><p>Merck and&nbsp;Public Storage&nbsp;hold virtual investor days.</p><p><blockquote>默克和Public Storage举办虚拟投资者日。</blockquote></p><p><b>The Census Bureau</b>&nbsp;reports construction-spending data for March. Consensus estimate is for a 0.6% month-over-month increase in construction spending to a seasonally adjusted annual rate of $1.53 trillion.</p><p><blockquote><b>人口普查局</b>报告三月份建筑支出数据。市场普遍预计建筑支出环比增长0.6%，经季节调整后的年率为1.53万亿美元。</blockquote></p><p><b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for April. Economists forecast a 65 reading, roughly even with the March figure. The March reading was the highest for the index since December 1983.</p><p><blockquote><b>供应研究所</b>管理层发布四月份制造业采购经理人指数。经济学家预测为65，与3月份的数据大致持平。3月份的读数是该指数自1983年12月以来的最高值。</blockquote></p><p><b>Tuesday 5/4</b></p><p><blockquote><b>星期二5/4</b></blockquote></p><p>Activision Blizzard,ConocoPhillips, Cummins, CVS Health,Dominion Energy,DuPont, Eaton, Pfizer,Sysco,and T-Mobile US report quarterly results.</p><p><blockquote>动视暴雪、康菲石油公司、康明斯、CVS Health、Dominion Energy、杜邦、伊顿、辉瑞、Sysco和T-Mobile US报告季度业绩。</blockquote></p><p>Eli Lilly&nbsp;holds a conference call to discuss its sustainability initiatives.</p><p><blockquote>礼来公司召开电话会议讨论其可持续发展计划。</blockquote></p><p>Union Pacific&nbsp;holds its 2021 virtual investor day.</p><p><blockquote>联合太平洋公司举办2021年虚拟投资者日。</blockquote></p><p><b>Wednesday 5/5</b></p><p><blockquote><b>星期三5/5</b></blockquote></p><p>Barrick Gold, Booking Holdings,BorgWarner,Emerson Electric,General Motors,Hilton Worldwide Holdings,Novo Nordisk,PayPal Holdings, and Uber Technologies release earnings.</p><p><blockquote>Barrick Gold、Booking Holdings、BorgWarner、Emerson Electric、General Motors、Hilton Worldwide Holdings、Novo Nordisk、PayPal控股和Uber Technologies发布财报。</blockquote></p><p><b>ADP releases</b>&nbsp;its National Employment Report for April. Expectations are for a gain of 762,500 jobs in private-sector employment after a 517,000 increase in March.</p><p><blockquote><b>ADP释放</b>四月份全国就业报告。继3月份增加517,000个工作岗位后，预计私营部门就业岗位将增加762,500个。</blockquote></p><p><b>ISM releases</b>&nbsp;its Services PMI for April. The consensus call is for a 64.6 reading, a tick higher than the March data. The March reading was an all-time high for the index.</p><p><blockquote><b>ISM版本</b>4月份服务业PMI。普遍的看涨期权为64.6，比3月份的数据高出一个百分点。3月份的读数是该指数的历史新高。</blockquote></p><p><b>Thursday 5/6</b></p><p><blockquote><b>星期四5/6</b></blockquote></p><p>Anheuser-Busch InBev,Becton Dickinson,Expedia Group,Fidelity National Information Services,Kellogg, Linde,MetLife,Moderna, Regeneron Pharmaceuticals, Square, ViacomCBS, and&nbsp;Zoetishold conference calls to discuss quarterly results.</p><p><blockquote>百威英博、Becton Dickinson、Expedia Group、富达国家信息服务公司、家乐氏、林德、大都会人寿、Moderna、再生元制药、Square、ViacomCBS和Zoetishold在评级召开会议讨论季度业绩。</blockquote></p><p><b>The Department of Labor</b>&nbsp;reports initial jobless claims for the week ending on May 1. Initial jobless claims have averaged 611,750 a week in April and are at their lowest level since March of last year.</p><p><blockquote><b>劳工部</b>报告截至5月1日当周首次申请失业救济人数。4月份平均每周初请失业金人数为611,750人，处于去年3月以来的最低水平。</blockquote></p><p><b>The Bureau of Labor</b>&nbsp;Statistics reports labor costs and productivity for the first quarter. Expectations are for a seasonally adjusted annual rate of 2.2% productivity growth, compared with a 4.2% decline in the fourth quarter of 2020. Unit labor costs are seen falling 0.4% after rising 6% previously.</p><p><blockquote><b>劳工局</b>统计数据报告了第一季度的劳动力成本和生产率。预计经季节调整后的生产率年增长率为2.2%，而2020年第四季度为下降4.2%。单位劳动力成本在此前上涨6%后预计将下降0.4%。</blockquote></p><p><b>Friday 5/7</b></p><p><blockquote><b>星期五5/7</b></blockquote></p><p><b>The Bureau of Labor</b>&nbsp;Statistics releases the jobs report for April. Economists forecast a gain of 975,000 in nonfarm payroll employment. The unemployment rate is expected to edge down to 5.8% from 6%.</p><p><blockquote><b>劳工局</b>统计局发布四月份就业报告。经济学家预测非农就业人数将增加975,000人。失业率预计将从6%小幅降至5.8%。</blockquote></p><p>Cigna and&nbsp;<b>Liberty Media</b>&nbsp;report earnings.</p><p><blockquote>信诺和<b>自由媒体</b>报告收益。</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>Uber, Pfizer, PayPal, T-Mobile, ViacomCBS, General Motors, and Other Stocks for Investors to Watch This Week<blockquote>Uber、辉瑞、PayPal、T-Mobile、ViacomCBS、General Motors等本周值得投资者关注的股票</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\">\nUber, Pfizer, PayPal, T-Mobile, ViacomCBS, General Motors, and Other Stocks for Investors to Watch This Week<blockquote>Uber、辉瑞、PayPal、T-Mobile、ViacomCBS、General Motors等本周值得投资者关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-05-03 07:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It’s another packed week of earnings reports, with 130 S&amp;P 500 companies on deck to release their first-quarter results. Estée Lauder is among Monday’s highlights, before things pick up on Tuesday:&nbsp;Activision Blizzard, CVS Health, DuPont, Pfizer, and T-Mobile US all report.</p><p><blockquote>又是财报密集的一周，130家标普500公司即将发布第一季度业绩。雅诗兰黛是周一的亮点之一，周二情况有所好转：动视暴雪、CVS Health、杜邦、辉瑞和T-Mobile US均报告。</blockquote></p><p>On Wednesday,&nbsp;Barrick Gold, Booking Holdings, General Motors, PayPal Holdings, and Uber Technologies release earnings.&nbsp;Anheuser-Busch InBev, Moderna, Regeneron Pharmaceuticals, Square, and ViacomCBS go on Thursday. And finally, Cigna closes the week on&nbsp;Friday.</p><p><blockquote>周三，Barrick Gold、Booking Holdings、General Motors、PayPal控股和Uber Technologies将发布财报。百威英博、Moderna、再生元制药、Square和ViacomCBS将于周四发布。最后，Cigna将于周五结束这一周。</blockquote></p><p><img src=\"https://static.tigerbbs.com/e1a866fbe5118566e68842053d76e2b9\" tg-width=\"1382\" tg-height=\"750\"></p><p><blockquote></blockquote></p><p>On the economic calendar this week, the&nbsp;main event will jobs Friday.&nbsp;The Bureau of Labor Statistics is forecast to report a gain of 975,000 nonfarm payrolls in April, and an unemployment rate of 5.8%—down from 6% a month earlier.</p><p><blockquote>在本周的经济日历上，主要事件将是周五的就业。美国劳工统计局预计将报告4月份非农就业人数增加97.5万人，失业率为5.8%，低于一个月前的6%。</blockquote></p><p>Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for April on Monday and its&nbsp;Services equivalent on Wednesday.</p><p><blockquote>本周公布的其他数据包括供应管理协会周一公布的4月份制造业采购经理人指数和周三公布的服务业采购经理人指数。</blockquote></p><p>Enterprise Products Partners&nbsp;and Estée Lauder release earnings.</p><p><blockquote>企业产品合作伙伴和雅诗兰黛发布收益。</blockquote></p><p>Merck and&nbsp;Public Storage&nbsp;hold virtual investor days.</p><p><blockquote>默克和Public Storage举办虚拟投资者日。</blockquote></p><p><b>The Census Bureau</b>&nbsp;reports construction-spending data for March. Consensus estimate is for a 0.6% month-over-month increase in construction spending to a seasonally adjusted annual rate of $1.53 trillion.</p><p><blockquote><b>人口普查局</b>报告三月份建筑支出数据。市场普遍预计建筑支出环比增长0.6%，经季节调整后的年率为1.53万亿美元。</blockquote></p><p><b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for April. Economists forecast a 65 reading, roughly even with the March figure. The March reading was the highest for the index since December 1983.</p><p><blockquote><b>供应研究所</b>管理层发布四月份制造业采购经理人指数。经济学家预测为65，与3月份的数据大致持平。3月份的读数是该指数自1983年12月以来的最高值。</blockquote></p><p><b>Tuesday 5/4</b></p><p><blockquote><b>星期二5/4</b></blockquote></p><p>Activision Blizzard,ConocoPhillips, Cummins, CVS Health,Dominion Energy,DuPont, Eaton, Pfizer,Sysco,and T-Mobile US report quarterly results.</p><p><blockquote>动视暴雪、康菲石油公司、康明斯、CVS Health、Dominion Energy、杜邦、伊顿、辉瑞、Sysco和T-Mobile US报告季度业绩。</blockquote></p><p>Eli Lilly&nbsp;holds a conference call to discuss its sustainability initiatives.</p><p><blockquote>礼来公司召开电话会议讨论其可持续发展计划。</blockquote></p><p>Union Pacific&nbsp;holds its 2021 virtual investor day.</p><p><blockquote>联合太平洋公司举办2021年虚拟投资者日。</blockquote></p><p><b>Wednesday 5/5</b></p><p><blockquote><b>星期三5/5</b></blockquote></p><p>Barrick Gold, Booking Holdings,BorgWarner,Emerson Electric,General Motors,Hilton Worldwide Holdings,Novo Nordisk,PayPal Holdings, and Uber Technologies release earnings.</p><p><blockquote>Barrick Gold、Booking Holdings、BorgWarner、Emerson Electric、General Motors、Hilton Worldwide Holdings、Novo Nordisk、PayPal控股和Uber Technologies发布财报。</blockquote></p><p><b>ADP releases</b>&nbsp;its National Employment Report for April. Expectations are for a gain of 762,500 jobs in private-sector employment after a 517,000 increase in March.</p><p><blockquote><b>ADP释放</b>四月份全国就业报告。继3月份增加517,000个工作岗位后，预计私营部门就业岗位将增加762,500个。</blockquote></p><p><b>ISM releases</b>&nbsp;its Services PMI for April. The consensus call is for a 64.6 reading, a tick higher than the March data. The March reading was an all-time high for the index.</p><p><blockquote><b>ISM版本</b>4月份服务业PMI。普遍的看涨期权为64.6，比3月份的数据高出一个百分点。3月份的读数是该指数的历史新高。</blockquote></p><p><b>Thursday 5/6</b></p><p><blockquote><b>星期四5/6</b></blockquote></p><p>Anheuser-Busch InBev,Becton Dickinson,Expedia Group,Fidelity National Information Services,Kellogg, Linde,MetLife,Moderna, Regeneron Pharmaceuticals, Square, ViacomCBS, and&nbsp;Zoetishold conference calls to discuss quarterly results.</p><p><blockquote>百威英博、Becton Dickinson、Expedia Group、富达国家信息服务公司、家乐氏、林德、大都会人寿、Moderna、再生元制药、Square、ViacomCBS和Zoetishold在评级召开会议讨论季度业绩。</blockquote></p><p><b>The Department of Labor</b>&nbsp;reports initial jobless claims for the week ending on May 1. Initial jobless claims have averaged 611,750 a week in April and are at their lowest level since March of last year.</p><p><blockquote><b>劳工部</b>报告截至5月1日当周首次申请失业救济人数。4月份平均每周初请失业金人数为611,750人，处于去年3月以来的最低水平。</blockquote></p><p><b>The Bureau of Labor</b>&nbsp;Statistics reports labor costs and productivity for the first quarter. Expectations are for a seasonally adjusted annual rate of 2.2% productivity growth, compared with a 4.2% decline in the fourth quarter of 2020. Unit labor costs are seen falling 0.4% after rising 6% previously.</p><p><blockquote><b>劳工局</b>统计数据报告了第一季度的劳动力成本和生产率。预计经季节调整后的生产率年增长率为2.2%，而2020年第四季度为下降4.2%。单位劳动力成本在此前上涨6%后预计将下降0.4%。</blockquote></p><p><b>Friday 5/7</b></p><p><blockquote><b>星期五5/7</b></blockquote></p><p><b>The Bureau of Labor</b>&nbsp;Statistics releases the jobs report for April. Economists forecast a gain of 975,000 in nonfarm payroll employment. The unemployment rate is expected to edge down to 5.8% from 6%.</p><p><blockquote><b>劳工局</b>统计局发布四月份就业报告。经济学家预测非农就业人数将增加975,000人。失业率预计将从6%小幅降至5.8%。</blockquote></p><p>Cigna and&nbsp;<b>Liberty Media</b>&nbsp;report earnings.</p><p><blockquote>信诺和<b>自由媒体</b>报告收益。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/uber-pfizer-paypal-t-mobile-viacomcbs-general-motors-and-other-stocks-for-investors-to-watch-this-week-51619982000?mod=hp_LEADSUPP_2\">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","GM":"通用汽车",".SPX":"S&P 500 Index","PFE":"辉瑞",".DJI":"道琼斯","PYPL":"PayPal","TMUS":"T-Mobile US Inc","UBER":"优步"},"source_url":"https://www.barrons.com/articles/uber-pfizer-paypal-t-mobile-viacomcbs-general-motors-and-other-stocks-for-investors-to-watch-this-week-51619982000?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135819410","content_text":"It’s another packed week of earnings reports, with 130 S&P 500 companies on deck to release their first-quarter results. Estée Lauder is among Monday’s highlights, before things pick up on Tuesday: Activision Blizzard, CVS Health, DuPont, Pfizer, and T-Mobile US all report.On Wednesday, Barrick Gold, Booking Holdings, General Motors, PayPal Holdings, and Uber Technologies release earnings. Anheuser-Busch InBev, Moderna, Regeneron Pharmaceuticals, Square, and ViacomCBS go on Thursday. And finally, Cigna closes the week on Friday.On the economic calendar this week, the main event will jobs Friday. The Bureau of Labor Statistics is forecast to report a gain of 975,000 nonfarm payrolls in April, and an unemployment rate of 5.8%—down from 6% a month earlier.Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for April on Monday and its Services equivalent on Wednesday.Enterprise Products Partners and Estée Lauder release earnings.Merck and Public Storage hold virtual investor days.The Census Bureau reports construction-spending data for March. Consensus estimate is for a 0.6% month-over-month increase in construction spending to a seasonally adjusted annual rate of $1.53 trillion.The Institute for Supply Management releases its Manufacturing Purchasing Managers’ Index for April. Economists forecast a 65 reading, roughly even with the March figure. The March reading was the highest for the index since December 1983.Tuesday 5/4Activision Blizzard,ConocoPhillips, Cummins, CVS Health,Dominion Energy,DuPont, Eaton, Pfizer,Sysco,and T-Mobile US report quarterly results.Eli Lilly holds a conference call to discuss its sustainability initiatives.Union Pacific holds its 2021 virtual investor day.Wednesday 5/5Barrick Gold, Booking Holdings,BorgWarner,Emerson Electric,General Motors,Hilton Worldwide Holdings,Novo Nordisk,PayPal Holdings, and Uber Technologies release earnings.ADP releases its National Employment Report for April. Expectations are for a gain of 762,500 jobs in private-sector employment after a 517,000 increase in March.ISM releases its Services PMI for April. The consensus call is for a 64.6 reading, a tick higher than the March data. The March reading was an all-time high for the index.Thursday 5/6Anheuser-Busch InBev,Becton Dickinson,Expedia Group,Fidelity National Information Services,Kellogg, Linde,MetLife,Moderna, Regeneron Pharmaceuticals, Square, ViacomCBS, and Zoetishold conference calls to discuss quarterly results.The Department of Labor reports initial jobless claims for the week ending on May 1. Initial jobless claims have averaged 611,750 a week in April and are at their lowest level since March of last year.The Bureau of Labor Statistics reports labor costs and productivity for the first quarter. Expectations are for a seasonally adjusted annual rate of 2.2% productivity growth, compared with a 4.2% decline in the fourth quarter of 2020. Unit labor costs are seen falling 0.4% after rising 6% previously.Friday 5/7The Bureau of Labor Statistics releases the jobs report for April. Economists forecast a gain of 975,000 in nonfarm payroll employment. The unemployment rate is expected to edge down to 5.8% from 6%.Cigna and Liberty Media report earnings.","news_type":1,"symbols_score_info":{".IXIC":0.9,"PYPL":0.9,"VIACP":0.9,"PFE":0.9,".SPX":0.9,"GM":0.9,"TMUS":0.9,".DJI":0.9,"UBER":0.9}},"isVote":1,"tweetType":1,"viewCount":637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":603921122,"gmtCreate":1638354702472,"gmtModify":1638354703027,"author":{"id":"3581636786147439","authorId":"3581636786147439","name":"Supermark","avatar":"https://static.tigerbbs.com/216b88e6021ef8dfdb8a3a1d156559d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581636786147439","idStr":"3581636786147439"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/603921122","repostId":"1101865893","repostType":4,"isVote":1,"tweetType":1,"viewCount":791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822196826,"gmtCreate":1634098623899,"gmtModify":1634098624322,"author":{"id":"3581636786147439","authorId":"3581636786147439","name":"Supermark","avatar":"https://static.tigerbbs.com/216b88e6021ef8dfdb8a3a1d156559d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581636786147439","idStr":"3581636786147439"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/822196826","repostId":"2175132100","repostType":4,"isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867506880,"gmtCreate":1633295143879,"gmtModify":1633295144379,"author":{"id":"3581636786147439","authorId":"3581636786147439","name":"Supermark","avatar":"https://static.tigerbbs.com/216b88e6021ef8dfdb8a3a1d156559d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581636786147439","idStr":"3581636786147439"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/867506880","repostId":"1145081858","repostType":4,"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866711746,"gmtCreate":1632805637185,"gmtModify":1632805637340,"author":{"id":"3581636786147439","authorId":"3581636786147439","name":"Supermark","avatar":"https://static.tigerbbs.com/216b88e6021ef8dfdb8a3a1d156559d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581636786147439","idStr":"3581636786147439"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/866711746","repostId":"2170582624","repostType":4,"isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":830822087,"gmtCreate":1629062787149,"gmtModify":1631892983046,"author":{"id":"3581636786147439","authorId":"3581636786147439","name":"Supermark","avatar":"https://static.tigerbbs.com/216b88e6021ef8dfdb8a3a1d156559d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581636786147439","idStr":"3581636786147439"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/830822087","repostId":"1127633167","repostType":4,"repost":{"id":"1127633167","kind":"news","pubTimestamp":1628997765,"share":"https://www.laohu8.com/m/news/1127633167?lang=zh_CN&edition=full","pubTime":"2021-08-15 11:22","market":"us","language":"en","title":"These 10 Standout Stocks Could Be the Next Amazon<blockquote>这10只杰出股票可能成为下一个亚马逊</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127633167","media":"Barrons","summary":"One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors loo","content":"<p>One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.</p><p><blockquote>当今投资界最流行的流行语之一是“复合者”。寻找下一个亚马逊、Costco Wholesale、Nike或Visa的成长型投资者寻求寻找能够在未来几年实现收入和盈利两位数复合增长（最好是两者兼而有之）的公司。</blockquote></p><p> The idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock&nbsp;that returns 10 times what you paid for it.</p><p><blockquote>这个想法是，股价应该与收入和利润保持一致，使投资者能够在五到十年的持有期内产生高回报。最终目标是找到难以捉摸的“10 bagger”——一只回报率是你购买价格10倍的股票。</blockquote></p><p> Wall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified&nbsp;in a&nbsp;<i>Barron’s</i>&nbsp;cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.</p><p><blockquote>华尔街分析师的报告和投资专业人士的客户信函中充满了compounder的参考资料。许多下一代价值管理者，在<i>巴伦周刊</i>五月的封面故事，正在寻找这样的股票，而不是传统的廉价股票的价值票价。</blockquote></p><p> Their search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.</p><p><blockquote>他们的搜索变得更具挑战性，因为买家正在为高增长的故事支付高昂的价格。真正的大赢家很少。Durable Capital Partners的数据显示，在一系列10年期间，只有约35家公司的股价每年复合增长率达到20%或以上，导致股价至少上涨了六倍。</blockquote></p><p> Many investors are happy to stick with large, well-known compounders, such as&nbsp;Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and&nbsp;Eli Lilly(LLY).</p><p><blockquote>许多投资者很乐意继续投资大型知名复合商，例如Alphabet（股票代码：GOOGL）、万事达卡（MA）、联合健康集团（UNH）和礼来公司（LLY）。</blockquote></p><p> <i>Barron’s</i>&nbsp;sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:</p><p><blockquote><i>巴伦周刊</i>试图确定较小的候选人。我们与投资经理进行了交谈，并列出了一份包含10只股票的折衷清单，其中大多数股票的市值低于100亿美元。以下是按字母顺序排列的选择：</blockquote></p><p> Strong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.</p><p><blockquote>强劲而稳定的胜利以下是成长型投资者认为能够多年来持续实现收入或利润高增长的10只股票。</blockquote></p><p> <table>  <thead>   <tr>    <th>Company / Ticker</th>    <th>Recent Price</th>    <th>YTD Change</th>    <th>2021E P/E</th>    <th>2021E Price/Sales</th>    <th>2022E P/E</th>    <th>2022E Price/Sales</th>    <th>LT Growth Rate*</th>    <th>Market Value (bil)</th>    <th>Comment</th>   </tr>  </thead>  <tbody>   <tr>    <td>Amedysis / AMED</td>    <td>$185.15</td>    <td>-37%</td>    <td>30.2</td>    <td>2.7</td>    <td>27.7</td>    <td>2.4</td>    <td>10.5%</td>    <td>$6.3</td>    <td>Leader in home health care</td>   </tr>   <tr>    <td>Amyris / AMRS</td>    <td>13.64</td>    <td>121</td>    <td>NM</td>    <td>10.4</td>    <td>NM</td>    <td>9.7</td>    <td>NA</td>    <td>4.1</td>    <td>Leading company in synthetic biology</td>   </tr>   <tr>    <td>Booz Allen Hamilton Holding / BAH</td>    <td>81.73</td>    <td>-6</td>    <td>19.4</td>    <td>1.3</td>    <td>17.7</td>    <td>1.2</td>    <td>8.6</td>    <td>11.0</td>    <td>Defense-department consultant</td>   </tr>   <tr>    <td>J.B. Hunt Transport Services / JBHT</td>    <td>172.76</td>    <td>26</td>    <td>25.8</td>    <td>1.5</td>    <td>22.2</td>    <td>1.4</td>    <td>18.4</td>    <td>18.2</td>    <td>Strong in intermodal freight</td>   </tr>   <tr>    <td>Marriott Vacations Worldwide / VAC</td>    <td>147.15</td>    <td>7</td>    <td>40.9</td>    <td>1.6</td>    <td>15.7</td>    <td>1.4</td>    <td>NA</td>    <td>6.3</td>    <td>Top company in vacation timeshares</td>   </tr>   <tr>    <td>SiteOne Landscape Supply / SITE</td>    <td>197.10</td>    <td>24</td>    <td>45.7</td>    <td>2.6</td>    <td>43.5</td>    <td>2.5</td>    <td>19.3</td>    <td>8.8</td>    <td>Big supplier of landscaping supplies</td>   </tr>   <tr>    <td>Staar Surgical / STAA</td>    <td>138.19</td>    <td>74</td>    <td>192.3</td>    <td>28.6</td>    <td>140.8</td>    <td>22.5</td>    <td>30.0</td>    <td>6.6</td>    <td>Maker of implantable lens for myopia</td>   </tr>   <tr>    <td>Stitch Fix / SFIX</td>    <td>44.38</td>    <td>-24</td>    <td>NM</td>    <td>1.9</td>    <td>1890.3</td>    <td>1.7</td>    <td>30.0</td>    <td>4.8</td>    <td>Data-driven subscription clothing firm</td>   </tr>   <tr>    <td>Trex / TREX</td>    <td>105.94</td>    <td>27</td>    <td>51.9</td>    <td>10.5</td>    <td>43.6</td>    <td>9.3</td>    <td>18.8</td>    <td>12.2</td>    <td>Top maker of synthetic wood decking</td>   </tr>   <tr>    <td>Upwork / UPWK</td>    <td>44.31</td>    <td>28</td>    <td>NM</td>    <td>11.4</td>    <td>556.8</td>    <td>9.2</td>    <td>NA</td>    <td>5.7</td>    <td>Online clearinghouse for free-lancers</td>   </tr>  </tbody> </table> E=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.</p><p><blockquote><table><thead><tr><th>公司/股票代码</th><th>近期价格</th><th>年初至今变化</th><th>2021年预计市盈率</th><th>2021E价格/销售额</th><th>2022年预计市盈率</th><th>2022E价格/销售额</th><th>LT增长率*</th><th>市值（bil）</th><th>评论</th></tr></thead><tbody><tr><td>Amedysis/AMED</td><td>$185.15</td><td>-37%</td><td>30.2</td><td>2.7</td><td>27.7</td><td>2.4</td><td>10.5%</td><td>$6.3</td><td>家庭医疗保健领域的领导者</td></tr><tr><td>Amyris/AMRS</td><td>13.64</td><td>121</td><td>NM</td><td>10.4</td><td>NM</td><td>9.7</td><td>NA</td><td>4.1</td><td>合成生物学领域的领先公司</td></tr><tr><td>博思艾伦控股/BAH</td><td>81.73</td><td>-6</td><td>19.4</td><td>1.3</td><td>17.7</td><td>1.2</td><td>8.6</td><td>11.0</td><td>国防部顾问</td></tr><tr><td>J.B.亨特运输服务/JBHT</td><td>172.76</td><td>26</td><td>25.8</td><td>1.5</td><td>22.2</td><td>1.4</td><td>18.4</td><td>18.2</td><td>多式联运货运实力强劲</td></tr><tr><td>万豪度假全球/VAC</td><td>147.15</td><td>7</td><td>40.9</td><td>1.6</td><td>15.7</td><td>1.4</td><td>NA</td><td>6.3</td><td>度假分时度假顶级公司</td></tr><tr><td>SiteOne景观供应/站点</td><td>197.10</td><td>24</td><td>45.7</td><td>2.6</td><td>43.5</td><td>2.5</td><td>19.3</td><td>8.8</td><td>园林绿化用品大供应商</td></tr><tr><td>Staar外科/STAA</td><td>138.19</td><td>74</td><td>192.3</td><td>28.6</td><td>140.8</td><td>22.5</td><td>30.0</td><td>6.6</td><td>近视植入式镜片制造商</td></tr><tr><td>缝合固定/SFIX</td><td>44.38</td><td>-24</td><td>NM</td><td>1.9</td><td>1890.3</td><td>1.7</td><td>30.0</td><td>4.8</td><td>数据驱动的订阅服装公司</td></tr><tr><td>Trex/Trex</td><td>105.94</td><td>27</td><td>51.9</td><td>10.5</td><td>43.6</td><td>9.3</td><td>18.8</td><td>12.2</td><td>顶级合成木地板制造商</td></tr><tr><td>Upwork/UPWK</td><td>44.31</td><td>28</td><td>NM</td><td>11.4</td><td>556.8</td><td>9.2</td><td>NA</td><td>5.7</td><td>自由职业者在线信息交换所</td></tr></tbody></table>E=估计值。BAH预估适用于截至2022年3月和3月23日的财年。SFIX预估为截至2022年7月和2023年7月的财年。NM=无意义。NA=不可用。*公司未来3-5年可维持的年度每股收益增长。</blockquote></p><p> Source: FactSet</p><p><blockquote>来源：FactSet</blockquote></p><p> Amedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.</p><p><blockquote>Amedisys(AMED)是一家家庭医疗保健和临终关怀服务提供商，业务仍然分散，业务遍及全国。</blockquote></p><p></p><p> “There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”</p><p><blockquote>哥伦比亚小盘成长基金经理丹·科尔预测，“该行业将会出现大规模整合”。“医疗保健正在向家庭转移。”</blockquote></p><p> Amedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.</p><p><blockquote>Amedisys的股价在过去十年中上涨了十倍多。但该公司最近以与新冠疫情相关的人员配备和成本问题（主要是收购的临终关怀业务）为由，下调了2021年财务指引，股价约为185美元，下跌了近30%。2021年盈利预期目前为每股6.13美元，低于近7美元。该股的交易价格是2021年预计利润的30倍。科尔表示，该公司仍有能力实现每股收益10%的年增长。</blockquote></p><p> Amyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.</p><p><blockquote>Amyris(AMRS)是合成生物学领域的领导者。它的粉丝们说，它的机会是以一种环保的方式取代一系列现在由石化产品、动物和植物制成的产品。</blockquote></p><p> Using genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.</p><p><blockquote>Amyris使用基因改造的酵母和甘蔗生产角鲨烷等产品，这是一种以前由鲨鱼肝制成的高端保湿剂；香草醛，香草的调味料；和通常来源于植物的无热量甜味剂。该股交易价格约为13美元。</blockquote></p><p> <i>Barron’s</i>&nbsp;wrote&nbsp;favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.</p><p><blockquote><i>巴伦周刊</i>7月份对该公司进行了好评。Amyris预计，在其消费品牌的推动下，到2025年销售额将达到20亿美元，高于今年预计的4亿美元。</blockquote></p><p> “The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.</p><p><blockquote>拥有Amyris股票的Pinnacle Associates的投资组合经理兰迪·巴伦(Randy Baron)表示：“世界需要清洁化学，而Amyris是创造清洁化学的关键。”他认为到2022年底它们可能会达到75美元。</blockquote></p><p> Booz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.</p><p><blockquote>博思艾伦控股公司（BAH）是国防部和其他机构的重要顾问。美国政府最近一财年的收入占其收入的97%。多年来，博思艾伦通过提供网络安全等一系列服务与政府建立了牢固的关系。其股价约为81美元，收益率为1.8%。</blockquote></p><p> “It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.</p><p><blockquote>T.Rowe Price New Horizons基金经理乔什·斯宾塞(Josh Spencer)表示：“它建立了强大的、类似伙伴关系的文化，并拥有长期稳定增长的记录。”他认为博思艾伦有能力实现9%至10%的收入年增长率和15%至16%的盈利年增长率，与其历史表现一致。由于担心军费开支更加克制，该股较100美元的峰值下跌了20%。斯宾塞将回调视为买入机会，该股的市盈率不到20倍。</blockquote></p><p> J.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the&nbsp;Barron’s Roundtable.</p><p><blockquote>J.B.亨特运输服务公司(JBHT)是多式联运货运领域的领导者，该领域涉及卡车在铁路线上的省油运输。它是最成功的卡车运输公司之一。其股价在过去20年中上涨了30倍，最近达到173美元。“它拥有令人难以置信的特许经营权，”Durable Capital Partners首席投资官、《巴伦周刊》圆桌会议成员亨利·埃伦博根(Henry Ellenbogen)表示。</blockquote></p><p> J.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.</p><p><blockquote>J.B.他指出，亨特与伯灵顿北圣达菲铁路公司的关系使其在多式联运货运领域拥有强大的地位。J.B.亨特的业务也在不断增长，接管了小公司的卡车运输业务。它还参与数字货运经纪业务——为卡车司机和航运客户牵线搭桥。</blockquote></p><p> Ellenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.</p><p><blockquote>Ellenbogen表示，考虑到盈利年增长率为十几岁左右，该股2022年预计利润的22倍是合理的。</blockquote></p><p> Marriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.</p><p><blockquote>万豪度假全球（VAC）是分时度假行业的顶级公司之一。它拥有700,000名业主，拥有富有弹性的商业模式，从费用中获得可观的收入，并且比同行更多地接触夏威夷和佛罗里达州奥兰多等地的豪华房产。</blockquote></p><p> “It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.</p><p><blockquote>Baron Focused Growth基金经理David Baron表示：“它拥有最好的客户群、最高的支出和无可挑剔的资产负债表。”他补充道，万豪度假公司的股价最近约为145美元，应该会在今年晚些时候恢复股息。</blockquote></p><p> The shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.</p><p><blockquote>Baron认为，根据2022年的预测，该股的自由现金流收益率为11%，价格低廉。他表示，该股自2018年以来几乎没有变化，未来几年可能为股东带来20%的年回报率。</blockquote></p><p> SiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.</p><p><blockquote>SiteOne Landscape Supply(SITE)是该国最大的景观美化产品供应商，鉴于其在高度分散的行业中仅占13%的市场份额，因此有充足的扩张机会。</blockquote></p><p> “It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.</p><p><blockquote>哥伦比亚大学的科尔表示：“它正在有机增长，并且有很多收购机会。”他认为该公司的年收入有能力增长10%至15%。</blockquote></p><p> The stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.</p><p><blockquote>该股股价约为197美元，估值很高，交易价格是2022年预计每股收益4.54美元的43倍。</blockquote></p><p> Staar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.</p><p><blockquote>Staar外科公司（STAA）开发了一种可植入晶状体来矫正近视（近视）。鉴于全球视力问题的发病率不断上升，这解决了一个潜在的巨大市场。该公司预计，这款镜片已在欧洲和亚洲上市至少五年，将于第四季度进入美国市场，等待美国食品和药物管理局的批准。</blockquote></p><p></p><p> “It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”</p><p><blockquote>Baillie Gifford全球经理道格·布罗迪(Doug Brodie)表示：“它的销量可能会很大。它还处于起步阶段，基本上没有竞争。”</blockquote></p><p> Lenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.</p><p><blockquote>双眼的晶状体可以在不到一个小时内植入，而且不需要移除天然晶状体。在美国，每个镜片的批发成本可能在1000美元左右。</blockquote></p><p> At a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.</p><p><blockquote>Staar股价最近为138美元，其估值超过2022年预计销售额的20倍，是2022年预计收益的140倍。但市场机会是巨大的：到2050年，全球约有50亿人可能患有近视。</blockquote></p><p> Stitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.</p><p><blockquote>Stitch Fix(SFIX)开发了服装、鞋子和其他配饰的订阅服务，拥有超过400万客户。</blockquote></p><p> “This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.</p><p><blockquote>“这可能是未来的诺德斯特龙，”Stitch Fix持有者Marathon Partners Equity Management首席投资官马里奥·西贝利(Mario Cibelli)表示。“这是一个潜在的巨大市场，没有人以同样的方式解决这个问题。”Stitch Fix利用6000名个人造型师和大量数据，试图确定订户的品味，以产生高满意度，并限制每隔一段时间发送并由订户决定的包裹的回报。</blockquote></p><p> Its shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.</p><p><blockquote>由于投资者对潜在客户流失和业务最终盈利能力的担忧，其股价约为44美元，较今年早些时候的水平下跌了60%。</blockquote></p><p> Yet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.</p><p><blockquote>然而，Cibelli预计收入每年将增长20%以上，在当前美国和英国市场之外还有机会，并且在两到三年内业务可能会非常有利可图。</blockquote></p><p> Trex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.</p><p><blockquote>Trex(TREX)是甲板高端木材替代品的顶级生产商，其95%来自回收材料，使其成为一种环保的住房。该股股价为105美元，是2022年预计市盈率的43倍。</blockquote></p><p> T. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.</p><p><blockquote>T.Rowe Price的Spencer认为Trex物有所值，因为他认为它可以产生15%至20%的可持续年收入增长。预计2022年盈利将增长约20%，并在接下来的几年中以类似的速度增长。“如果你把时间拨快三年，它看起来并没有那么贵，”他说。</blockquote></p><p> Upwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.</p><p><blockquote>Upwork(UPWK)是一个面向自由职业者的在线市场，受到Baillie Gifford的Brodie的青睐，他表示，它可以让企业更好地接受自由职业者。</blockquote></p><p> The shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.</p><p><blockquote>该股最近约为44美元，并不便宜。Upwork的估值为57亿美元，是今年预计销售额近5亿美元的10倍以上。它的运营略有亏损。</blockquote></p><p> The investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.</p><p><blockquote>投资案例是关于快速销售增长带来丰厚收益。预计今年销售额将增长30%以上，2022年将增长25%。</blockquote></p><p> “Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.</p><p><blockquote>“自由职业者更容易被中小型企业接受，但大型企业的人力资源部门却不喜欢他们，”布罗迪说。Upwork旨在通过审查自由职业者和提供数千种技能来改变这种看法。“Upwork可以成为越来越多企业级合作伙伴值得信赖的合作伙伴，”他说。</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>These 10 Standout Stocks Could Be the Next Amazon<blockquote>这10只杰出股票可能成为下一个亚马逊</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese 10 Standout Stocks Could Be the Next Amazon<blockquote>这10只杰出股票可能成为下一个亚马逊</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-15 11:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.</p><p><blockquote>当今投资界最流行的流行语之一是“复合者”。寻找下一个亚马逊、Costco Wholesale、Nike或Visa的成长型投资者寻求寻找能够在未来几年实现收入和盈利两位数复合增长（最好是两者兼而有之）的公司。</blockquote></p><p> The idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock&nbsp;that returns 10 times what you paid for it.</p><p><blockquote>这个想法是，股价应该与收入和利润保持一致，使投资者能够在五到十年的持有期内产生高回报。最终目标是找到难以捉摸的“10 bagger”——一只回报率是你购买价格10倍的股票。</blockquote></p><p> Wall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified&nbsp;in a&nbsp;<i>Barron’s</i>&nbsp;cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.</p><p><blockquote>华尔街分析师的报告和投资专业人士的客户信函中充满了compounder的参考资料。许多下一代价值管理者，在<i>巴伦周刊</i>五月的封面故事，正在寻找这样的股票，而不是传统的廉价股票的价值票价。</blockquote></p><p> Their search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.</p><p><blockquote>他们的搜索变得更具挑战性，因为买家正在为高增长的故事支付高昂的价格。真正的大赢家很少。Durable Capital Partners的数据显示，在一系列10年期间，只有约35家公司的股价每年复合增长率达到20%或以上，导致股价至少上涨了六倍。</blockquote></p><p> Many investors are happy to stick with large, well-known compounders, such as&nbsp;Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and&nbsp;Eli Lilly(LLY).</p><p><blockquote>许多投资者很乐意继续投资大型知名复合商，例如Alphabet（股票代码：GOOGL）、万事达卡（MA）、联合健康集团（UNH）和礼来公司（LLY）。</blockquote></p><p> <i>Barron’s</i>&nbsp;sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:</p><p><blockquote><i>巴伦周刊</i>试图确定较小的候选人。我们与投资经理进行了交谈，并列出了一份包含10只股票的折衷清单，其中大多数股票的市值低于100亿美元。以下是按字母顺序排列的选择：</blockquote></p><p> Strong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.</p><p><blockquote>强劲而稳定的胜利以下是成长型投资者认为能够多年来持续实现收入或利润高增长的10只股票。</blockquote></p><p> <table>  <thead>   <tr>    <th>Company / Ticker</th>    <th>Recent Price</th>    <th>YTD Change</th>    <th>2021E P/E</th>    <th>2021E Price/Sales</th>    <th>2022E P/E</th>    <th>2022E Price/Sales</th>    <th>LT Growth Rate*</th>    <th>Market Value (bil)</th>    <th>Comment</th>   </tr>  </thead>  <tbody>   <tr>    <td>Amedysis / AMED</td>    <td>$185.15</td>    <td>-37%</td>    <td>30.2</td>    <td>2.7</td>    <td>27.7</td>    <td>2.4</td>    <td>10.5%</td>    <td>$6.3</td>    <td>Leader in home health care</td>   </tr>   <tr>    <td>Amyris / AMRS</td>    <td>13.64</td>    <td>121</td>    <td>NM</td>    <td>10.4</td>    <td>NM</td>    <td>9.7</td>    <td>NA</td>    <td>4.1</td>    <td>Leading company in synthetic biology</td>   </tr>   <tr>    <td>Booz Allen Hamilton Holding / BAH</td>    <td>81.73</td>    <td>-6</td>    <td>19.4</td>    <td>1.3</td>    <td>17.7</td>    <td>1.2</td>    <td>8.6</td>    <td>11.0</td>    <td>Defense-department consultant</td>   </tr>   <tr>    <td>J.B. Hunt Transport Services / JBHT</td>    <td>172.76</td>    <td>26</td>    <td>25.8</td>    <td>1.5</td>    <td>22.2</td>    <td>1.4</td>    <td>18.4</td>    <td>18.2</td>    <td>Strong in intermodal freight</td>   </tr>   <tr>    <td>Marriott Vacations Worldwide / VAC</td>    <td>147.15</td>    <td>7</td>    <td>40.9</td>    <td>1.6</td>    <td>15.7</td>    <td>1.4</td>    <td>NA</td>    <td>6.3</td>    <td>Top company in vacation timeshares</td>   </tr>   <tr>    <td>SiteOne Landscape Supply / SITE</td>    <td>197.10</td>    <td>24</td>    <td>45.7</td>    <td>2.6</td>    <td>43.5</td>    <td>2.5</td>    <td>19.3</td>    <td>8.8</td>    <td>Big supplier of landscaping supplies</td>   </tr>   <tr>    <td>Staar Surgical / STAA</td>    <td>138.19</td>    <td>74</td>    <td>192.3</td>    <td>28.6</td>    <td>140.8</td>    <td>22.5</td>    <td>30.0</td>    <td>6.6</td>    <td>Maker of implantable lens for myopia</td>   </tr>   <tr>    <td>Stitch Fix / SFIX</td>    <td>44.38</td>    <td>-24</td>    <td>NM</td>    <td>1.9</td>    <td>1890.3</td>    <td>1.7</td>    <td>30.0</td>    <td>4.8</td>    <td>Data-driven subscription clothing firm</td>   </tr>   <tr>    <td>Trex / TREX</td>    <td>105.94</td>    <td>27</td>    <td>51.9</td>    <td>10.5</td>    <td>43.6</td>    <td>9.3</td>    <td>18.8</td>    <td>12.2</td>    <td>Top maker of synthetic wood decking</td>   </tr>   <tr>    <td>Upwork / UPWK</td>    <td>44.31</td>    <td>28</td>    <td>NM</td>    <td>11.4</td>    <td>556.8</td>    <td>9.2</td>    <td>NA</td>    <td>5.7</td>    <td>Online clearinghouse for free-lancers</td>   </tr>  </tbody> </table> E=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.</p><p><blockquote><table><thead><tr><th>公司/股票代码</th><th>近期价格</th><th>年初至今变化</th><th>2021年预计市盈率</th><th>2021E价格/销售额</th><th>2022年预计市盈率</th><th>2022E价格/销售额</th><th>LT增长率*</th><th>市值（bil）</th><th>评论</th></tr></thead><tbody><tr><td>Amedysis/AMED</td><td>$185.15</td><td>-37%</td><td>30.2</td><td>2.7</td><td>27.7</td><td>2.4</td><td>10.5%</td><td>$6.3</td><td>家庭医疗保健领域的领导者</td></tr><tr><td>Amyris/AMRS</td><td>13.64</td><td>121</td><td>NM</td><td>10.4</td><td>NM</td><td>9.7</td><td>NA</td><td>4.1</td><td>合成生物学领域的领先公司</td></tr><tr><td>博思艾伦控股/BAH</td><td>81.73</td><td>-6</td><td>19.4</td><td>1.3</td><td>17.7</td><td>1.2</td><td>8.6</td><td>11.0</td><td>国防部顾问</td></tr><tr><td>J.B.亨特运输服务/JBHT</td><td>172.76</td><td>26</td><td>25.8</td><td>1.5</td><td>22.2</td><td>1.4</td><td>18.4</td><td>18.2</td><td>多式联运货运实力强劲</td></tr><tr><td>万豪度假全球/VAC</td><td>147.15</td><td>7</td><td>40.9</td><td>1.6</td><td>15.7</td><td>1.4</td><td>NA</td><td>6.3</td><td>度假分时度假顶级公司</td></tr><tr><td>SiteOne景观供应/站点</td><td>197.10</td><td>24</td><td>45.7</td><td>2.6</td><td>43.5</td><td>2.5</td><td>19.3</td><td>8.8</td><td>园林绿化用品大供应商</td></tr><tr><td>Staar外科/STAA</td><td>138.19</td><td>74</td><td>192.3</td><td>28.6</td><td>140.8</td><td>22.5</td><td>30.0</td><td>6.6</td><td>近视植入式镜片制造商</td></tr><tr><td>缝合固定/SFIX</td><td>44.38</td><td>-24</td><td>NM</td><td>1.9</td><td>1890.3</td><td>1.7</td><td>30.0</td><td>4.8</td><td>数据驱动的订阅服装公司</td></tr><tr><td>Trex/Trex</td><td>105.94</td><td>27</td><td>51.9</td><td>10.5</td><td>43.6</td><td>9.3</td><td>18.8</td><td>12.2</td><td>顶级合成木地板制造商</td></tr><tr><td>Upwork/UPWK</td><td>44.31</td><td>28</td><td>NM</td><td>11.4</td><td>556.8</td><td>9.2</td><td>NA</td><td>5.7</td><td>自由职业者在线信息交换所</td></tr></tbody></table>E=估计值。BAH预估适用于截至2022年3月和3月23日的财年。SFIX预估为截至2022年7月和2023年7月的财年。NM=无意义。NA=不可用。*公司未来3-5年可维持的年度每股收益增长。</blockquote></p><p> Source: FactSet</p><p><blockquote>来源：FactSet</blockquote></p><p> Amedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.</p><p><blockquote>Amedisys(AMED)是一家家庭医疗保健和临终关怀服务提供商，业务仍然分散，业务遍及全国。</blockquote></p><p></p><p> “There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”</p><p><blockquote>哥伦比亚小盘成长基金经理丹·科尔预测，“该行业将会出现大规模整合”。“医疗保健正在向家庭转移。”</blockquote></p><p> Amedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.</p><p><blockquote>Amedisys的股价在过去十年中上涨了十倍多。但该公司最近以与新冠疫情相关的人员配备和成本问题（主要是收购的临终关怀业务）为由，下调了2021年财务指引，股价约为185美元，下跌了近30%。2021年盈利预期目前为每股6.13美元，低于近7美元。该股的交易价格是2021年预计利润的30倍。科尔表示，该公司仍有能力实现每股收益10%的年增长。</blockquote></p><p> Amyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.</p><p><blockquote>Amyris(AMRS)是合成生物学领域的领导者。它的粉丝们说，它的机会是以一种环保的方式取代一系列现在由石化产品、动物和植物制成的产品。</blockquote></p><p> Using genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.</p><p><blockquote>Amyris使用基因改造的酵母和甘蔗生产角鲨烷等产品，这是一种以前由鲨鱼肝制成的高端保湿剂；香草醛，香草的调味料；和通常来源于植物的无热量甜味剂。该股交易价格约为13美元。</blockquote></p><p> <i>Barron’s</i>&nbsp;wrote&nbsp;favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.</p><p><blockquote><i>巴伦周刊</i>7月份对该公司进行了好评。Amyris预计，在其消费品牌的推动下，到2025年销售额将达到20亿美元，高于今年预计的4亿美元。</blockquote></p><p> “The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.</p><p><blockquote>拥有Amyris股票的Pinnacle Associates的投资组合经理兰迪·巴伦(Randy Baron)表示：“世界需要清洁化学，而Amyris是创造清洁化学的关键。”他认为到2022年底它们可能会达到75美元。</blockquote></p><p> Booz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.</p><p><blockquote>博思艾伦控股公司（BAH）是国防部和其他机构的重要顾问。美国政府最近一财年的收入占其收入的97%。多年来，博思艾伦通过提供网络安全等一系列服务与政府建立了牢固的关系。其股价约为81美元，收益率为1.8%。</blockquote></p><p> “It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.</p><p><blockquote>T.Rowe Price New Horizons基金经理乔什·斯宾塞(Josh Spencer)表示：“它建立了强大的、类似伙伴关系的文化，并拥有长期稳定增长的记录。”他认为博思艾伦有能力实现9%至10%的收入年增长率和15%至16%的盈利年增长率，与其历史表现一致。由于担心军费开支更加克制，该股较100美元的峰值下跌了20%。斯宾塞将回调视为买入机会，该股的市盈率不到20倍。</blockquote></p><p> J.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the&nbsp;Barron’s Roundtable.</p><p><blockquote>J.B.亨特运输服务公司(JBHT)是多式联运货运领域的领导者，该领域涉及卡车在铁路线上的省油运输。它是最成功的卡车运输公司之一。其股价在过去20年中上涨了30倍，最近达到173美元。“它拥有令人难以置信的特许经营权，”Durable Capital Partners首席投资官、《巴伦周刊》圆桌会议成员亨利·埃伦博根(Henry Ellenbogen)表示。</blockquote></p><p> J.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.</p><p><blockquote>J.B.他指出，亨特与伯灵顿北圣达菲铁路公司的关系使其在多式联运货运领域拥有强大的地位。J.B.亨特的业务也在不断增长，接管了小公司的卡车运输业务。它还参与数字货运经纪业务——为卡车司机和航运客户牵线搭桥。</blockquote></p><p> Ellenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.</p><p><blockquote>Ellenbogen表示，考虑到盈利年增长率为十几岁左右，该股2022年预计利润的22倍是合理的。</blockquote></p><p> Marriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.</p><p><blockquote>万豪度假全球（VAC）是分时度假行业的顶级公司之一。它拥有700,000名业主，拥有富有弹性的商业模式，从费用中获得可观的收入，并且比同行更多地接触夏威夷和佛罗里达州奥兰多等地的豪华房产。</blockquote></p><p> “It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.</p><p><blockquote>Baron Focused Growth基金经理David Baron表示：“它拥有最好的客户群、最高的支出和无可挑剔的资产负债表。”他补充道，万豪度假公司的股价最近约为145美元，应该会在今年晚些时候恢复股息。</blockquote></p><p> The shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.</p><p><blockquote>Baron认为，根据2022年的预测，该股的自由现金流收益率为11%，价格低廉。他表示，该股自2018年以来几乎没有变化，未来几年可能为股东带来20%的年回报率。</blockquote></p><p> SiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.</p><p><blockquote>SiteOne Landscape Supply(SITE)是该国最大的景观美化产品供应商，鉴于其在高度分散的行业中仅占13%的市场份额，因此有充足的扩张机会。</blockquote></p><p> “It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.</p><p><blockquote>哥伦比亚大学的科尔表示：“它正在有机增长，并且有很多收购机会。”他认为该公司的年收入有能力增长10%至15%。</blockquote></p><p> The stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.</p><p><blockquote>该股股价约为197美元，估值很高，交易价格是2022年预计每股收益4.54美元的43倍。</blockquote></p><p> Staar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.</p><p><blockquote>Staar外科公司（STAA）开发了一种可植入晶状体来矫正近视（近视）。鉴于全球视力问题的发病率不断上升，这解决了一个潜在的巨大市场。该公司预计，这款镜片已在欧洲和亚洲上市至少五年，将于第四季度进入美国市场，等待美国食品和药物管理局的批准。</blockquote></p><p></p><p> “It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”</p><p><blockquote>Baillie Gifford全球经理道格·布罗迪(Doug Brodie)表示：“它的销量可能会很大。它还处于起步阶段，基本上没有竞争。”</blockquote></p><p> Lenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.</p><p><blockquote>双眼的晶状体可以在不到一个小时内植入，而且不需要移除天然晶状体。在美国，每个镜片的批发成本可能在1000美元左右。</blockquote></p><p> At a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.</p><p><blockquote>Staar股价最近为138美元，其估值超过2022年预计销售额的20倍，是2022年预计收益的140倍。但市场机会是巨大的：到2050年，全球约有50亿人可能患有近视。</blockquote></p><p> Stitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.</p><p><blockquote>Stitch Fix(SFIX)开发了服装、鞋子和其他配饰的订阅服务，拥有超过400万客户。</blockquote></p><p> “This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.</p><p><blockquote>“这可能是未来的诺德斯特龙，”Stitch Fix持有者Marathon Partners Equity Management首席投资官马里奥·西贝利(Mario Cibelli)表示。“这是一个潜在的巨大市场，没有人以同样的方式解决这个问题。”Stitch Fix利用6000名个人造型师和大量数据，试图确定订户的品味，以产生高满意度，并限制每隔一段时间发送并由订户决定的包裹的回报。</blockquote></p><p> Its shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.</p><p><blockquote>由于投资者对潜在客户流失和业务最终盈利能力的担忧，其股价约为44美元，较今年早些时候的水平下跌了60%。</blockquote></p><p> Yet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.</p><p><blockquote>然而，Cibelli预计收入每年将增长20%以上，在当前美国和英国市场之外还有机会，并且在两到三年内业务可能会非常有利可图。</blockquote></p><p> Trex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.</p><p><blockquote>Trex(TREX)是甲板高端木材替代品的顶级生产商，其95%来自回收材料，使其成为一种环保的住房。该股股价为105美元，是2022年预计市盈率的43倍。</blockquote></p><p> T. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.</p><p><blockquote>T.Rowe Price的Spencer认为Trex物有所值，因为他认为它可以产生15%至20%的可持续年收入增长。预计2022年盈利将增长约20%，并在接下来的几年中以类似的速度增长。“如果你把时间拨快三年，它看起来并没有那么贵，”他说。</blockquote></p><p> Upwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.</p><p><blockquote>Upwork(UPWK)是一个面向自由职业者的在线市场，受到Baillie Gifford的Brodie的青睐，他表示，它可以让企业更好地接受自由职业者。</blockquote></p><p> The shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.</p><p><blockquote>该股最近约为44美元，并不便宜。Upwork的估值为57亿美元，是今年预计销售额近5亿美元的10倍以上。它的运营略有亏损。</blockquote></p><p> The investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.</p><p><blockquote>投资案例是关于快速销售增长带来丰厚收益。预计今年销售额将增长30%以上，2022年将增长25%。</blockquote></p><p> “Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.</p><p><blockquote>“自由职业者更容易被中小型企业接受，但大型企业的人力资源部门却不喜欢他们，”布罗迪说。Upwork旨在通过审查自由职业者和提供数千种技能来改变这种看法。“Upwork可以成为越来越多企业级合作伙伴值得信赖的合作伙伴，”他说。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2\">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":{"SITE":"SiteOne Landscape Supply, Inc.","UPWK":"Upwork Inc.","JBHT":"JB Hunt运输服务","AMED":"阿米斯医疗","TREX":"Trex Co Inc","BAH":"博思艾伦咨询公司","VAC":"万豪度假环球","STAA":"STAAR Surgical Company","AMRS":"阿米瑞斯","SFIX":"Stitch Fix Inc."},"source_url":"https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127633167","content_text":"One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.\nThe idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock that returns 10 times what you paid for it.\nWall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified in a Barron’s cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.\nTheir search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.\nMany investors are happy to stick with large, well-known compounders, such as Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and Eli Lilly(LLY).\nBarron’s sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:\nStrong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.\n\n\n\nCompany / Ticker\nRecent Price\nYTD Change\n2021E P/E\n2021E Price/Sales\n2022E P/E\n2022E Price/Sales\nLT Growth Rate*\nMarket Value (bil)\nComment\n\n\n\n\nAmedysis / AMED\n$185.15\n-37%\n30.2\n2.7\n27.7\n2.4\n10.5%\n$6.3\nLeader in home health care\n\n\nAmyris / AMRS\n13.64\n121\nNM\n10.4\nNM\n9.7\nNA\n4.1\nLeading company in synthetic biology\n\n\nBooz Allen Hamilton Holding / BAH\n81.73\n-6\n19.4\n1.3\n17.7\n1.2\n8.6\n11.0\nDefense-department consultant\n\n\nJ.B. Hunt Transport Services / JBHT\n172.76\n26\n25.8\n1.5\n22.2\n1.4\n18.4\n18.2\nStrong in intermodal freight\n\n\nMarriott Vacations Worldwide / VAC\n147.15\n7\n40.9\n1.6\n15.7\n1.4\nNA\n6.3\nTop company in vacation timeshares\n\n\nSiteOne Landscape Supply / SITE\n197.10\n24\n45.7\n2.6\n43.5\n2.5\n19.3\n8.8\nBig supplier of landscaping supplies\n\n\nStaar Surgical / STAA\n138.19\n74\n192.3\n28.6\n140.8\n22.5\n30.0\n6.6\nMaker of implantable lens for myopia\n\n\nStitch Fix / SFIX\n44.38\n-24\nNM\n1.9\n1890.3\n1.7\n30.0\n4.8\nData-driven subscription clothing firm\n\n\nTrex / TREX\n105.94\n27\n51.9\n10.5\n43.6\n9.3\n18.8\n12.2\nTop maker of synthetic wood decking\n\n\nUpwork / UPWK\n44.31\n28\nNM\n11.4\n556.8\n9.2\nNA\n5.7\nOnline clearinghouse for free-lancers\n\n\n\nE=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.\nSource: FactSet\nAmedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.\n“There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”\nAmedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.\nAmyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.\nUsing genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.\nBarron’s wrote favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.\n“The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.\nBooz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.\n“It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.\nJ.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the Barron’s Roundtable.\nJ.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.\nEllenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.\nMarriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.\n“It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.\nThe shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.\nSiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.\n\n“It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.\nThe stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.\nStaar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.\n“It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”\nLenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.\nAt a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.\nStitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.\n“This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.\nIts shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.\nYet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.\nTrex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.\nT. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.\nUpwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.\nThe shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.\nThe investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.\n“Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.","news_type":1,"symbols_score_info":{"SITE":0.9,"VAC":0.9,"AMED":0.9,"BAH":0.9,"UPWK":0.9,"TREX":0.9,"JBHT":0.9,"STAA":0.9,"AMRS":0.9,"SFIX":0.9}},"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":117043590,"gmtCreate":1623111469910,"gmtModify":1631892983052,"author":{"id":"3581636786147439","authorId":"3581636786147439","name":"Supermark","avatar":"https://static.tigerbbs.com/216b88e6021ef8dfdb8a3a1d156559d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581636786147439","idStr":"3581636786147439"},"themes":[],"htmlText":"Makes everyone paper rich nice . Like and comment pls&nbsp;","listText":"Makes everyone paper rich nice . Like and comment pls&nbsp;","text":"Makes everyone paper rich nice . Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/117043590","repostId":"2141919256","repostType":4,"isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130264295,"gmtCreate":1621553227217,"gmtModify":1631892983061,"author":{"id":"3581636786147439","authorId":"3581636786147439","name":"Supermark","avatar":"https://static.tigerbbs.com/216b88e6021ef8dfdb8a3a1d156559d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581636786147439","idStr":"3581636786147439"},"themes":[],"htmlText":"Comment pls . What is this oats thing&nbsp;","listText":"Comment pls . What is this oats thing&nbsp;","text":"Comment pls . What is this oats thing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/130264295","repostId":"2136010949","repostType":4,"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":104740188,"gmtCreate":1620430013444,"gmtModify":1631892983053,"author":{"id":"3581636786147439","authorId":"3581636786147439","name":"Supermark","avatar":"https://static.tigerbbs.com/216b88e6021ef8dfdb8a3a1d156559d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581636786147439","idStr":"3581636786147439"},"themes":[],"htmlText":"Like and comment pls too ;)$&amp;","listText":"Like and comment pls too ;)$&amp;","text":"Like and comment pls too ;)$&","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/104740188","repostId":"1171540841","repostType":4,"isVote":1,"tweetType":1,"viewCount":441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108300778,"gmtCreate":1619998000194,"gmtModify":1631892983061,"author":{"id":"3581636786147439","authorId":"3581636786147439","name":"Supermark","avatar":"https://static.tigerbbs.com/216b88e6021ef8dfdb8a3a1d156559d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581636786147439","idStr":"3581636786147439"},"themes":[],"htmlText":"COMMENT PLS&nbsp;","listText":"COMMENT PLS&nbsp;","text":"COMMENT PLS","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/108300778","repostId":"1103106179","repostType":4,"isVote":1,"tweetType":1,"viewCount":774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":604330918,"gmtCreate":1639343555044,"gmtModify":1639343555364,"author":{"id":"3581636786147439","authorId":"3581636786147439","name":"Supermark","avatar":"https://static.tigerbbs.com/216b88e6021ef8dfdb8a3a1d156559d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581636786147439","idStr":"3581636786147439"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/604330918","repostId":"1103250344","repostType":4,"repost":{"id":"1103250344","kind":"news","pubTimestamp":1639280672,"share":"https://www.laohu8.com/m/news/1103250344?lang=zh_CN&edition=full","pubTime":"2021-12-12 11:44","market":"us","language":"en","title":"US IPO Week Ahead: IoT solutions, wine, and satellites in a 3 IPO week<blockquote>美国IPO周：三周IPO中的物联网解决方案、葡萄酒和卫星</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103250344","media":"renaissancecap...","summary":"The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to r","content":"<p>The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to raise $789 million.</p><p><blockquote>预计未来一周IPO市场将保持相对平静，三起IPO计划筹集7.89亿美元。</blockquote></p><p> IoT solutions developer<b>Samsara</b>(IOT) plans to raise $753 million at an $11.6 billion market cap. This \"internet-of-things\" company provides a cloud-based platform that connects the assets of businesses with physical operations, enhancing operational efficiency and asset and employee productivity. Fast growing but highly unprofitable, Samsara saw double-digit growth for customers with $100k+ ARR in the 9mo FY22.</p><p><blockquote>物联网解决方案开发人员<b>轮回</b>(IOT)计划以116亿美元的市值筹集7.53亿美元。这家“物联网”公司提供了一个基于云的平台，将企业的资产与物理运营连接起来，提高了运营效率以及资产和员工的生产力。Samsara增长迅速，但利润极低，在2022财年第9个月，ARR超过10万美元的客户实现了两位数增长。</blockquote></p><p> Wine brand<b>Fresh Vine Wine</b>(VINE) plans to raise $21 million at a $116 million market cap. This celebrity-founded company produces low carb, low calorie premium wines. Growing but highly unprofitable, Fresh Vine sells its wines through wholesale, retail, and DTC channels, and is able to conduct wholesale distribution in all 50 states and Puerto Rico.</p><p><blockquote>葡萄酒品牌<b>鲜藤酒</b>(VINE)计划以1.16亿美元的市值筹集2100万美元。这家名人创立的公司生产低碳水化合物、低热量的优质葡萄酒。Fresh Vine通过批发、零售和DTC渠道销售其葡萄酒，并能够在所有50个州和波多黎各进行批发分销。</blockquote></p><p> Micro-cap satellite developer<b>Sidus Space</b>(SIDU) plans to raise $15 million at an $81 million market cap. This company provides commercial satellite services such as design, manufacture, launch, and data collection. &nbsp;Sidus Space has generated space-related manufacturing revenues to date, but is highly unprofitable with negative gross margin in the 9mo21.</p><p><blockquote>微型卫星开发商<b>Sidus空间</b>(SIDU)计划以8100万美元的市值筹集1500万美元。这家公司提供设计、制造、发射和数据收集等商业卫星服务。迄今为止，Sidus Space已产生与太空相关的制造收入，但2021年9月毛利率为负，严重无利可图。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ead80e54642569e2b7b368c8d50dc265\" tg-width=\"1409\" tg-height=\"457\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","source":"lsy1619493174116","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US IPO Week Ahead: IoT solutions, wine, and satellites in a 3 IPO week<blockquote>美国IPO周：三周IPO中的物联网解决方案、葡萄酒和卫星</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: IoT solutions, wine, and satellites in a 3 IPO week<blockquote>美国IPO周：三周IPO中的物联网解决方案、葡萄酒和卫星</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">renaissancecap...</strong><span class=\"h-time small\">2021-12-12 11:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to raise $789 million.</p><p><blockquote>预计未来一周IPO市场将保持相对平静，三起IPO计划筹集7.89亿美元。</blockquote></p><p> IoT solutions developer<b>Samsara</b>(IOT) plans to raise $753 million at an $11.6 billion market cap. This \"internet-of-things\" company provides a cloud-based platform that connects the assets of businesses with physical operations, enhancing operational efficiency and asset and employee productivity. Fast growing but highly unprofitable, Samsara saw double-digit growth for customers with $100k+ ARR in the 9mo FY22.</p><p><blockquote>物联网解决方案开发人员<b>轮回</b>(IOT)计划以116亿美元的市值筹集7.53亿美元。这家“物联网”公司提供了一个基于云的平台，将企业的资产与物理运营连接起来，提高了运营效率以及资产和员工的生产力。Samsara增长迅速，但利润极低，在2022财年第9个月，ARR超过10万美元的客户实现了两位数增长。</blockquote></p><p> Wine brand<b>Fresh Vine Wine</b>(VINE) plans to raise $21 million at a $116 million market cap. This celebrity-founded company produces low carb, low calorie premium wines. Growing but highly unprofitable, Fresh Vine sells its wines through wholesale, retail, and DTC channels, and is able to conduct wholesale distribution in all 50 states and Puerto Rico.</p><p><blockquote>葡萄酒品牌<b>鲜藤酒</b>(VINE)计划以1.16亿美元的市值筹集2100万美元。这家名人创立的公司生产低碳水化合物、低热量的优质葡萄酒。Fresh Vine通过批发、零售和DTC渠道销售其葡萄酒，并能够在所有50个州和波多黎各进行批发分销。</blockquote></p><p> Micro-cap satellite developer<b>Sidus Space</b>(SIDU) plans to raise $15 million at an $81 million market cap. This company provides commercial satellite services such as design, manufacture, launch, and data collection. &nbsp;Sidus Space has generated space-related manufacturing revenues to date, but is highly unprofitable with negative gross margin in the 9mo21.</p><p><blockquote>微型卫星开发商<b>Sidus空间</b>(SIDU)计划以8100万美元的市值筹集1500万美元。这家公司提供设计、制造、发射和数据收集等商业卫星服务。迄今为止，Sidus Space已产生与太空相关的制造收入，但2021年9月毛利率为负，严重无利可图。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ead80e54642569e2b7b368c8d50dc265\" tg-width=\"1409\" tg-height=\"457\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/89474/US-IPO-Week-Ahead-IoT-solutions-wine-and-satellites-in-a-3-IPO-week\">renaissancecap...</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","SIDU":"Sidus Space Inc.","IOT":"Samsara, Inc.",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/89474/US-IPO-Week-Ahead-IoT-solutions-wine-and-satellites-in-a-3-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103250344","content_text":"The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to raise $789 million.\nIoT solutions developerSamsara(IOT) plans to raise $753 million at an $11.6 billion market cap. This \"internet-of-things\" company provides a cloud-based platform that connects the assets of businesses with physical operations, enhancing operational efficiency and asset and employee productivity. Fast growing but highly unprofitable, Samsara saw double-digit growth for customers with $100k+ ARR in the 9mo FY22.\nWine brandFresh Vine Wine(VINE) plans to raise $21 million at a $116 million market cap. This celebrity-founded company produces low carb, low calorie premium wines. Growing but highly unprofitable, Fresh Vine sells its wines through wholesale, retail, and DTC channels, and is able to conduct wholesale distribution in all 50 states and Puerto Rico.\nMicro-cap satellite developerSidus Space(SIDU) plans to raise $15 million at an $81 million market cap. This company provides commercial satellite services such as design, manufacture, launch, and data collection.  Sidus Space has generated space-related manufacturing revenues to date, but is highly unprofitable with negative gross margin in the 9mo21.","news_type":1,"symbols_score_info":{".SPX":0,".DJI":0,"VINE":0,"SIDU":0,".IXIC":0,"IOT":0}},"isVote":1,"tweetType":1,"viewCount":2193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}