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DerrickDoge
2021-12-30
Good
Palantir: A Rebound May Be In Order With Potentially Stronger-Than-Expected Earnings Ahead<blockquote>Palantir:未来盈利可能强于预期,反弹可能是有序的</blockquote>
DerrickDoge
2021-08-14
Like coin
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DerrickDoge
2021-08-13
Mickey mouse gogogo
Disney jumps over 5% as financials, subscribers top Street expectations<blockquote>由于财务状况和订户超出华尔街预期,迪士尼股价上涨超过 5%</blockquote>
DerrickDoge
2021-08-12
Pls fire up tonite.
Nio Stock: EV Maker's Second-Quarter Loss Narrows as Revenue Rises<blockquote>蔚来股票:随着收入增加,电动汽车制造商第二季度亏损收窄</blockquote>
DerrickDoge
2021-08-11
Time to fire up.
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DerrickDoge
2021-08-03
Keep growing.
Alibaba EPS beats by RMB2.27, misses on revenue<blockquote>阿里巴巴-SW每股收益超过预期人民币2.27元,营收不及预期</blockquote>
DerrickDoge
2021-07-31
Buy
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DerrickDoge
2021-07-29
Keep it up.
Hot Chinese concept stocks continued to rebound in premarket trading<blockquote>热门中国概念股在盘前交易中继续反弹</blockquote>
DerrickDoge
2021-07-29
Coin can do better
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DerrickDoge
2021-07-29
Nice jab
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DerrickDoge
2021-07-25
Nividia outperform.
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DerrickDoge
2021-07-23
Great potential Nividia.
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DerrickDoge
2021-07-21
Keep it up.
Stocks open slightly higher in attempt to bounce back from Monday selloff<blockquote>股市小幅开盘走高,试图从周一的抛售中反弹</blockquote>
DerrickDoge
2021-07-16
I only see indices hit record high
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DerrickDoge
2021-07-15
Power
Apple at Fresh Record High on iPhone Production Boost Report, JPMorgan Upgrade<blockquote>苹果 iPhone 产量提升报告、摩根大通上调评级,创历史新高</blockquote>
DerrickDoge
2021-07-15
Nice
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DerrickDoge
2021-07-02
Must correct then can go higher
Chinese EV stocks slipped in Friday morning trading<blockquote>中国电动汽车股周五早盘下跌</blockquote>
DerrickDoge
2021-06-16
Nice
Nio ET7 Will Be Equipped With 'High-Performance' LiDAR, Says Supplier<blockquote>供应商称蔚来ET7将配备“高性能”激光雷达</blockquote>
DerrickDoge
2021-05-14
Nice
Coinbase revenue tripled from last quarter,To Offer Dogecoin In 6 To 8 Weeks<blockquote>Coinbase 收入较上季度增长两倍,将在 6 至 8 周内提供狗狗币</blockquote>
DerrickDoge
2021-04-30
加油加油
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去老虎APP查看更多动态
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20:47","market":"us","language":"en","title":"Palantir: A Rebound May Be In Order With Potentially Stronger-Than-Expected Earnings Ahead<blockquote>Palantir:未来盈利可能强于预期,反弹可能是有序的</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1183408599","media":"Seeking Alpha","summary":"SummaryPalantir has underperformed the broader market this year with declines of more than 20% while","content":"<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>Palantir has underperformed the broader market this year with declines of more than 20% while the Nasdaq 100 and S&P 500 have both rallied close to 30%.</li><li>The stock's latest plummet was triggered by signs of deceleration in the company's government segment, a core driver of the consolidated business growth.</li><li>However, new contract wins and renewals from both the public and private sectors observed over the last three months indicate Palantir is readying to end the year with strong fundamentals.</li><li>The narrative surrounding the stock's bullish thesis also remains intact, with continued demand for holistic data compilation and analytics solutions like Foundry and Gotham to support improved decision-making in the increasingly digital landscape.</li><li>This points to a potential rally in the new year, making the stock's current price levels an attractive entry point.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02d7c2e5739d48a7457788f40f66148c\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"/><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>Palantir 今年的表现逊于大盘,跌幅超过 20%,而纳斯达克 100 指数和标普500指数均上涨近 30%。</li><li>该股最近的暴跌是由该公司政府部门放缓的迹象引发的,而政府部门是综合业务增长的核心驱动力。</li><li>然而,过去三个月观察到的公共和私营部门的新合同赢得和续签表明,Palantir 已准备好以强劲的基本面结束这一年。</li><li>围绕该股看涨论点的叙述也保持不变,对 Foundry 和 Gotham 等整体数据汇编和分析解决方案的持续需求,以支持在日益数字化的环境中改进决策。</li><li>这表明新的一年可能会出现反弹,使该股当前的价格水平成为有吸引力的切入点。</li></ul><p class=\"t-img-caption\"><span>Michael Vi/iStock 社论来自 Getty Images</span></p></blockquote></p><p>While the broader market has outperformed in the past year with both the S&P 500 and tech-heavy Nasdaq 100 up almost 30% in the first nine months of 2021, the Palantir(NYSE:PLTR)stock has posted declines of more than 20% in the same period. In the first few months that followed its debut on the NYSE last September, the stock had more than tripled in value before the February tech stock selloff wiped out more than one-third of said gains. The stock has largely remained in the sub-$30 level since until Palantir released weaker than expected third quarter results. Signs of slowing revenue growth from the government segment had sent the stock towards the low-$20s, while recent macro headwinds ranging from rising inflation to the resurgence of the Omicron coronavirus variant have led further declines to the sub-$20 level.</p><p><blockquote>尽管大盘在过去一年中表现优异,标普500和以科技股为主的纳斯达克 100 指数在 2021 年前 9 个月均上涨了近 30%,但 Palantir (NYSE:PLTR) 股票同期下跌超过 20%。去年 9 月在纽约证券交易所首次亮相后的头几个月,该股价值上涨了两倍多,但 2 月份科技股抛售抹去了超过三分之一的涨幅。自 Palantir 发布弱于预期的第三季度业绩以来,该股基本保持在 30 美元以下的水平。政府部门收入增长放缓的迹象导致该股跌至 20 美元左右的低点,而最近从通胀上升到奥密克戎冠状病毒变种死灰复燃等宏观阻力导致该股进一步跌至 20 美元以下的水平。</blockquote></p><p>However, revenue growth from Palantir's commercial segment remains robust and should not be overlooked. Businesses are becoming increasingly digital, generating vast troves of data that will need to be integrated, processed and analyzed to drive key decision-making processes. And this trend will continue to propel commercial demand for Palantir's enterprise software solutions. New strategies and modular offerings like the "Foundry for Builders" subscription and "Carbon Emissions Management" tool will also encourage further mass market adoption in the long-run and underpin the segment's continued growth.</p><p><blockquote>然而,Palantir 商业部门的收入增长仍然强劲,不容忽视。企业正变得越来越数字化,产生了大量需要集成、处理和分析的数据,以推动关键的决策过程。这一趋势将继续推动 Palantir 企业软件解决方案的商业需求。从长远来看,“Foundry for Builders”订阅和“碳排放管理”工具等新战略和模块化产品也将鼓励进一步的大众市场采用,并支撑该细分市场的持续增长。</blockquote></p><p>Meanwhile, a rebound in government segment revenues appears to be in order this quarter. The recent slew of contract wins and extensions is a testament to the effectiveness of Palantir's software solutions and continued demand from the public sector.</p><p><blockquote>与此同时,本季度政府部门收入似乎有望反弹。最近的一系列合同赢得和延期证明了 Palantir 软件解决方案的有效性以及公共部门的持续需求。</blockquote></p><p>Palantir's software solutions remain a critical function to ensuring the seamless integration of data platforms and improving decision-making in the increasingly digital world. And based on recent deals and partnerships announced, the company's fundamentals are expected to come in stronger than expected this earnings season, indicating further rallies in the new year.</p><p><blockquote>Palantir的软件解决方案仍然是确保数据平台无缝集成和在日益数字化的世界中改善决策的关键功能。根据最近宣布的交易和合作伙伴关系,该公司的基本面预计将在本财报季强于预期,表明新的一年将进一步上涨。</blockquote></p><p><b>Rising Opportunities from the Commercial Sector</b></p><p><blockquote><b>商业部门的新兴机遇</b></blockquote></p><p>Palantir's commercial segment revenues have demonstrated robust strong growth momentum in recent quarters. In the first nine months of the year, the segment has generated sales of $450.6 million, representing growth of close to 30% from the prior year. Much of this accelerated growth were generated in the third quarter, with record-setting year-on-year and sequential advances of close to 38% and 21%, respectively. And similar results are expected for the fourth quarter, based on recent multi-year deals forged with reputable names within the private sector:</p><p><blockquote>Palantir 的商业部门收入在最近几个季度表现出强劲的增长势头。今年前九个月,该部门的销售额为 4.506 亿美元,比上年增长近 30%。这种加速增长大部分是在第三季度产生的,创纪录的同比增长和环比增长分别接近 38% 和 21%。根据最近与私营部门知名企业达成的多年期交易,预计第四季度也会出现类似的结果:</blockquote></p><p></p><p><ul><li>Dewpoint Therapeutics: Palantir will be deploying Foundry at Dewpoint Therapeutics to help researchers gain better understanding of biomolecular condensates, a critical element within cells that help them perform vital functions. Foundry will be used to integrate data generated from experimental results and outcomes into a "centralized knowledge repository", enabling researchers with access to a key hub of resources needed to "identify new compounds and therapeutic approaches" for challenging disease.</li><li>Merck: Palantir and Merck(OTCPK:MKGAF)(OTCPK:MKGAY) have introduced the Athinia, a Foundry-powered platform that uses AI to address ongoing supply chain challenges. Athinia will provide a centralized platform where chipmakers and material suppliers can "share, aggregate and analyze data". The joint initiative is expected to foster a higher level of supply chain transparency and drive greater operational efficiencies across the value chain.</li><li>Kinder Morgan: Kinder Morgan(NYSE:KMI)will use Foundry combine data across its U.S.-based gas storage operations that are otherwise segregated. This will enable operators with access to a "common operating picture" of the company's consolidated information, ranging from supply to pricing, which will help to better inform their decision-making process.</li><li>MSP Recovery: The leading Medicare, Medicaid, commercial and secondary payer reimbursement recovery firm will use Foundry to "connect data both within and between organizations and help unlock connectivity on an unprecedented scale". The resulting centralized data ecosystem is expected to help break down time and cost inefficiencies within the American healthcare system, and improve the level of care for patients while also ensuring better revenues for both MSP and healthcare providers.</li></ul>The common theme behind Palantir's recent commercial partnerships continues to be Foundry's ability to "break down data silos", contextualize information, and enable improved decision-making. This ability will become increasingly invaluable to companies in coming years with accelerated digital transformation. To date,only 4% of companies claim to have a "highly sophisticated approach to leveraging data". This leaves a sizable addressable market within the private sector in which Palantir could penetrate. And the company has already deployed various strategic offerings to ensure adequate capitalization of said opportunities ahead.</p><p><blockquote><ul><li>Dewpoint Therapeutics:Palantir 将在 Dewpoint Therapeutics 部署 Foundry,以帮助研究人员更好地了解生物分子缩合物,这是细胞内帮助细胞执行重要功能的关键元素。Foundry 将用于将实验结果和结果生成的数据整合到“集中知识库”中,使研究人员能够访问“识别新化合物和治疗方法”所需的关键资源中心,以应对疾病。</li><li>默克:Palantir 和默克 (OTCPK:MKGAF)(OTCPK:MKGAY) 推出了 Athinia,这是一个由代工厂驱动的平台,使用人工智能来应对持续的供应链挑战。Athinia将提供一个集中式平台,芯片制造商和材料供应商可以在其中“共享、汇总和分析数据”。该联合倡议预计将促进更高水平的供应链透明度,并提高整个价值链的运营效率。</li><li>金德摩根:金德摩根(纽约证券交易所股票代码:KMI)将在其美国天然气储存业务中使用 Foundry combine 数据,否则这些数据是隔离的。这将使运营商能够访问公司综合信息的“通用运营情况”,从供应到定价,这将有助于更好地为其决策过程提供信息。</li><li>MSP恢复:领先的医疗保险、医疗补助、商业和二级付款人报销恢复公司将使用Foundry“连接组织内部和组织之间的数据,并以前所未有的规模帮助解锁连接”。由此产生的集中式数据生态系统预计将有助于打破美国医疗保健系统内的时间和成本效率低下,提高患者的护理水平,同时确保MSP和医疗保健提供商获得更好的收入。</li></ul>Palantir最近的商业合作伙伴关系背后的共同主题仍然是Foundry“打破数据孤岛”、将信息置于上下文中并实现改进决策的能力。随着数字化转型的加速,这种能力对未来几年的公司来说将变得越来越宝贵。迄今为止,只有4%的公司声称拥有“高度复杂的数据利用方法”。这为 Palantir 在私营部门留下了一个可观的潜在市场。该公司已经部署了各种战略产品,以确保充分利用未来的上述机会。</blockquote></p><p>As discussed in our previous coverage, the recent introduction of Foundry for Builders under a subscription-based model is expected to encourage mass market adoption of the software from both multinational corporations with complex data compilations and small Day One start-ups. The recent introduction of modular offerings like "Carbon Emissions Management" and "Anti-Money Laundering / Know Your Client" solutions will also appeal to the emerging crypto sector, exposing Palantir's commercial offerings to a broader market.</p><p><blockquote>正如我们在之前的报道中所讨论的,最近在基于订阅的模式下推出的Foundry for Builders预计将鼓励具有复杂数据编译的跨国公司和小型初创企业在大众市场采用该软件。最近推出的“碳排放管理”和“反洗钱/了解您的客户”解决方案等模块化产品也将吸引新兴的加密行业,使Palantir的商业产品面向更广阔的市场。</blockquote></p><p><b>Robust Government Demand Driven by Proven Results</b></p><p><blockquote><b>经过验证的结果推动的强劲政府需求</b></blockquote></p><p>Signs of deceleration in Palantir's government segment revenues during the third quarter had raised alarms on the durability of its growth outlook. Government segment revenues during the third quarter grew by only 34% from the prior year, down from an average of 74% year-on-year growth observed in the three preceding quarters.</p><p><blockquote>Palantir 第三季度政府部门收入放缓的迹象引发了人们对其增长前景可持续性的担忧。第三季度政府部门收入同比仅增长34%,低于前三个季度74%的平均同比增长率。</blockquote></p><p>But Palantir's government contract wins observed so far in the last quarter of the year shows that a rebound may be in order:</p><p><blockquote>但今年最后一个季度迄今为止观察到的 Palantir 政府合同胜利表明,反弹可能即将到来:</blockquote></p><p></p><p><ul><li>Army Vantage Program: The U.S. Army has contracted Palantir in 2019 to power the "Army Vantage" data analytics platform. Palantir's software is used to "break down data silos" and create a centralized operating system where the U.S. Army can mobilize their data to make informed decisions in real-time. The contract was renewed for the second option year in mid-December for $116.3 million.</li><li>Space System Command ("SSC"): The SSC's Cross-Mission Ground & Communications Enterprise ("ECX") has awarded Palantir a $43 million contract extension earlier this month. Under the extended arrangement, Palantir will continue to deploy its software to integrate and process data from various sources, and facilitate "application delivery, in-depth analysis, and data-driven decision-making" across the ECX and its partners.</li><li>Capability Drop 2 ("CD-2") Program: Palantir announced an $823 million contract win with the U.S. Army's Program Manager for Intelligence Systems and Analytics in October. The Army Intelligence will be leveraging Palantir's Gotham platform to consolidate data from disparate databases, and create a "data fabric and analytics foundation" for the CD-2 program, which will be used to enable data modernization and analytic capabilities required for preparing against future threats to national security.</li><li>National Institutes of Health ("NIH"): Palantir has been contracted by the NIH's National Center for Advancing Translational Sciences ("NCATS") to continue the deployment of its solutions for enabling a central operating system used in collaborative clinical research on COVID-19. The two-year contract has an estimated value of $59.9 million, with an initial task order to be completed in five months valued at $7.9 million. The NCATS has also offered Palantir a separate one-year contract extension for the provision of its software to help facilitate cancer research at the National Cancer Institute. The extension has upped the total contract value from $36 million to $60 million.</li></ul>Data remains the strongest link in aligning U.S. foreign policy with the country's national security goals. This underscores why making sense of data, and using it to drive critical decision-making processes continue to be a top priority for the Defense Department, as well as other agencies within the public sector. The increasing urgency to reconnect the fragmented nature of databases set up across the public sector's sub-departments has been a common theme in Palantir's government contract wins in recent years, including the ones obtained during the fourth quarter as mentioned above. The growing number of contract extensions awarded to Palantir is also a testament to the effectiveness of its software in addressing complex challenges resulting from the government's disparate data sources.</p><p><blockquote><ul><li>陆军优势计划:美国陆军于 2019 年与 Palantir 签订合同,为“陆军 Vantage”数据分析平台提供动力。Palantir 的软件用于“打破数据孤岛”并创建一个集中式操作系统,其中美国军队可以调动他们的数据来实时做出明智的决策。该合同于 12 月中旬以 1.163 亿美元的价格续签了第二个期权年。</li><li>空间系统司令部(“SSC”):SSC的跨任务地面和通信企业(“ECX”)本月早些时候授予Palantir一份价值4300万美元的合同延期。根据扩展后的安排,Palantir 将继续部署其软件来集成和处理来自各种来源的数据,并促进整个 ECX 及其合作伙伴的“应用交付、深入分析和数据驱动的决策”。</li><li>能力下降 2(“CD-2”)计划:Palantir 于 10 月份宣布与美国陆军情报系统和分析项目经理赢得价值 8.23 亿美元的合同。陆军情报部门将利用 Palantir 的 Gotham 平台来整合来自不同数据库的数据,并为 CD-2 计划创建一个“数据结构和分析基础”,该基础将用于实现数据现代化和分析能力,以应对未来对国家安全的威胁。</li><li>美国国立卫生研究院(“NIH”):Palantir 已与美国国立卫生研究院国家转化科学促进中心(“NCATS”)签约,继续部署其解决方案,以实现用于 COVID-19 合作临床研究的中央操作系统。这份为期两年的合同估计价值为5990万美元,五个月内完成的初始任务订单价值790万美元。NCATS还向Palantir提供了一份为期一年的单独合同延期,以提供其软件,以帮助促进国家癌症研究所的癌症研究。此次延期使合同总价值从 3600 万美元增加到 6000 万美元。</li></ul>数据仍然是使美国外交政策与国家安全目标保持一致的最强有力的环节。这凸显了为什么理解数据并利用数据来推动关键决策过程仍然是国防部以及公共部门其他机构的首要任务。近年来,Palantir 赢得政府合同(包括上述第四季度获得的合同)的一个共同主题是重新连接公共部门各子部门建立的数据库的碎片化性质。授予Palantir的越来越多的合同延期也证明了其软件在解决政府不同数据源带来的复杂挑战方面的有效性。</blockquote></p><p>Time and again, Palantir has proven to government agencies that while taking advantage of data is a complex process, it has the technological capacity and resources to link and make sense of the vast troves of information without compromising on time and cost-efficiencies. Palantir's most recent new contract win with the U.S. Army for the CD-2 program as mentioned above also foreshadows greater opportunities ahead with the Defense Department. The agency has pivoted towards increasing collaborations with innovation-driven technology partners in recent years to modernize their current "command and control" architecture. Their goal to invest more heavily into new technologies like AI is also embedded in the proposed military budget for the coming year. This signals that a greater market of opportunities from the U.S. Department of Defense is coming Palantir's way. Paired with Palantir's proven technological competency in addressing said specific needs of the public sector as validated by recent contract renewals, the company's government segment is well-poised for additional growth ahead.</p><p><blockquote>Palantir一次又一次地向政府机构证明,虽然利用数据是一个复杂的过程,但它拥有技术能力和资源来链接和理解大量信息,而不会影响时间和成本效率。Palantir 最近赢得了美国的新合同。如上所述,陆军 CD-2 计划也预示着国防部将迎来更大的机遇。近年来,该机构转向加强与创新驱动的技术合作伙伴的合作,以实现其当前“指挥和控制”架构的现代化。他们加大对人工智能等新技术投资的目标也包含在明年拟议的军事预算中。这表明来自美国的更大机会市场。国防部正在阻止帕兰蒂尔。再加上 Palantir 在满足公共部门上述特定需求方面经过验证的技术能力(最近的合同续签证明了这一点),该公司的政府部门已做好充分准备,迎接未来的进一步增长。</blockquote></p><p><b>Recap of Financial Prospects</b></p><p><blockquote><b>财务展望概述</b></blockquote></p><p>Adjusting our previous forecast for actual third quarter results and recent developments to Palantir's growth outlook based on new contract adds observed in the fourth quarter, we are projecting total revenues of $1.5 billion by the end of the year. The top line is expected to further advance at a compounded annual growth rate ("CAGR") of about 16% towards $6.6 billion by 2030. The growth assumptions applied remain consistent with those discussed in our previous analysis, considering Palantir's business model and operating environment has not materially changed. Recent contract wins and renewals also support the viability of management's goal to grow Palantir's revenues by 30% every year for the next five years, indicating that the narrative surrounding its bullish thesis remains intact.</p><p><blockquote>根据第四季度观察到的新合同增加,调整了我们之前对第三季度实际业绩的预测以及 Palantir 增长前景的最新进展,我们预计到今年年底总收入将达到 15 亿美元。预计到2030年,营收将以约16%的复合年增长率(“CAGR”)进一步增长,达到66亿美元。考虑到 Palantir 的业务模式和运营环境并无重大变化,所应用的增长假设与我们先前分析中讨论的假设保持一致。最近的合同赢得和续签也支持了管理层未来五年每年将 Palantir 收入增长 30% 的目标的可行性,这表明围绕其看涨论点的叙述仍然完好无损。</blockquote></p><p></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb3fd776c2128f3c668ca04386d1c782\" tg-width=\"640\" tg-height=\"284\" width=\"100%\" height=\"auto\"/><span>Source: Author, with data from our internal financial forecast.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者,数据来自我们的内部财务预测。</span></p></blockquote></p><p>Specifically, government segment revenues are forecast at $896.2 million by the end of the year, representing growth of 41.8% from 2020. While deal flows are expected to remain strong within the foreseeable future considering Palantir's proven effectiveness in delivery solutions that can address data challenges within the public sector and increasing defense opportunities allocated towards software and innovative technology, the segment's growth is expected to ultimately normalize towards an average range of 28% to 30% over the next five years. Based on this consideration, our forecast projects government revenues to advance towards $2.5 billion by 2025 and $3.8 billion by 2030, representing growth at a 10-year CAGR of 15.6%.</p><p><blockquote>具体来说,到今年年底,政府部门的收入预计将达到 8.962 亿美元,比 2020 年增长 41.8%。虽然考虑到 Palantir 在交付解决方案方面已被证明有效,可以解决公共部门的数据挑战,以及分配给软件和创新技术的越来越多的国防机会,预计在可预见的未来,交易流量将保持强劲,但该部门的增长预计最终将在未来五年内恢复正常,平均范围为 28% 至 30%。基于这一考虑,我们的预测预计政府收入到 2025 年将达到 25 亿美元,到 2030 年将达到 38 亿美元,10 年复合年增长率为 15.6%。</blockquote></p><p>Meanwhile, commercial segment revenue growth is expected to remain robust in coming years. Palantir's continued roll-out of attractive purchase options and modular add-on offerings targeted at specific industry needs are expected to encourage further adoption of Foundry in the long-run. Paired with a growing base of contracted commercial segment revenues, which is currently valued at more than $2 billion with an average duration of four years, our forecast expects Palantir to realize related sales of $630.8 million by the end of the year. And in the coming years, commercial segment revenues are expected to further advance at a 10-year CAGR of 16.1% towards $2.8 billion by 2030, with the bulk of the growth frontloaded in the first half of the decade to reflect accelerating market demand for holistic data compilation and analytical tools like Foundry.</p><p><blockquote>与此同时,预计未来几年商业部门收入增长将保持强劲。Palantir 针对特定行业需求不断推出有吸引力的购买选项和模块化附加产品,预计从长远来看将鼓励进一步采用 Foundry。再加上合同商业部门收入基础不断增长(目前价值超过 20 亿美元,平均持续时间为四年),我们的预测预计 Palantir 到今年年底将实现 6.308 亿美元的相关销售额。未来几年,商业部门收入预计将以 16.1% 的 10 年复合年增长率进一步增长,到 2030 年将达到 28 亿美元,其中大部分增长将在本十年前五年进行,以反映市场对整体数据汇编和 Foundry 等分析工具的加速需求。</blockquote></p><p>Combined with Palantir's projected cost structure, which takes into consideration the highly scalable nature of its software offerings as discussed in our previous coverage, the company is expected to generate narrowing losses of $464.0 million to $117.5 million until 2024. Nominal profits of $141.1 million are projected for 2025, with further growth towards $1.5 billion by 2030.</p><p><blockquote>结合 Palantir 的预计成本结构(该结构考虑了我们之前报道中讨论的其软件产品的高度可扩展性),预计到 2024 年,该公司将产生 4.64 亿美元至 1.175 亿美元的亏损。预计 2025 年名义利润为 1.411 亿美元,到 2030 年将进一步增长至 15 亿美元。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0009de543c4769c88acd7b95c7f66b76\" tg-width=\"640\" tg-height=\"312\" width=\"100%\" height=\"auto\"/><span>Source: Author, with data from our internal financial forecast.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者,数据来自我们的内部财务预测。</span></p></blockquote></p><p><i>i. Base Case Financial Forecast:</i></p><p><blockquote><i>i.基本案例财务预测:</i></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8105718a0b2b6f07a7a835692c269950\" tg-width=\"640\" tg-height=\"176\" width=\"100%\" height=\"auto\"/><span>Source: Author, with data from our internal financial forecast.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者,数据来自我们的内部财务预测。</span></p></blockquote></p><p><b>Valuation</b></p><p><blockquote><b>估值</b></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57b753657e20113e178a798bb6ce7e5f\" tg-width=\"640\" tg-height=\"225\" width=\"100%\" height=\"auto\"/><span>Source: Author, with data from our internal valuation analysis.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者,数据来自我们的内部估值分析。</span></p></blockquote></p><p>Drawing on the above analysis on Palantir's financial prospects, our 12-month price target is set at $25.45. This represents upside potential of close to 37% based on the last traded share price of $18.58 on December 28th.</p><p><blockquote>根据上述对 Palantir 财务前景的分析,我们的 12 个月目标价定为 25.45 美元。根据 12 月 28 日最后交易股价 18.58 美元计算,这意味着接近 37% 的上涨潜力。</blockquote></p><p>Our valuation analysis is derived from a discounted cash flow ("DCF") analysis over a five-year discrete period in conjunction with the base case financial projections for Palantir as discussed in earlier sections. A WACC of 9.3% is applied to discount Palantir's projected free cash flows over the forecasted period. The valuation assumption applied is consistent with the company's risk profile and capital structure, which is currently debt-free with an ability to generate robust cash flows into the long-run. The analysis also assumes an exit multiple of 110.8x, which is derived based on Palantir's size of operations, current growth initiatives and business outlook relative to its industry peers. This compares to an EV/ETBIDA range of 43.66x to 198.65x observed across guideline public companies within the same industry.</p><p><blockquote>我们的估值分析来自五年离散期间的贴现现金流量(“贴现现金流量”)分析,并结合前面章节讨论的 Palantir 基本案例财务预测。9.3% 的 WACC 用于贴现 Palantir 在预测期内的预计自由现金流。所应用的估值假设与公司的风险状况和资本结构一致,该公司目前没有债务,有能力在长期内产生强劲的现金流。该分析还假设退出倍数为 110.8 倍,这是根据 Palantir 的业务规模、当前增长计划以及相对于行业同行的业务前景得出的。相比之下,在同一行业的指导性上市公司中观察到的EV/ETBIDA范围为43.66倍至198.65倍。</blockquote></p><p><i>i. Base Case Valuation Analysis:</i></p><p><blockquote><i>一、基本案例估值分析:</i></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b9fe2dec0f0a082751b96ebe37932b9\" tg-width=\"640\" tg-height=\"387\" width=\"100%\" height=\"auto\"/><span>Source: Author, with data from our internal valuation analysis.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者,数据来自我们的内部估值分析。</span></p></blockquote></p><p>We have also used a multiple-based valuation approach to validate our 12-month price target derived using the DCF approach. By applying a forward-looking price-to-sales multiple of 27.7x to projected revenues per share for the next 12 months, the Palantir stock is expected to trade at approximately $25.93, which is in line with our DCF analysis. The multiple is consistent with those observed across Palantir's industry peers, as well as market expectations on the company's near-term valuation based on its current operating environment, business developments and growth trajectory.</p><p><blockquote>我们还使用了基于多重估值的方法来验证我们使用 DCF 方法得出的 12 个月目标价格。通过对未来 12 个月的每股预计收入应用 27.7 倍的前瞻性市销率,Palantir 股票预计交易价格约为 25.93 美元,这与我们的 DCF 分析一致。该倍数与 Palantir 行业同行观察到的倍数一致,也与市场基于其当前运营环境、业务发展和增长轨迹对该公司近期估值的预期一致。</blockquote></p><p></p><p><i>ii. Price-to-Sales Multiple-Based Valuation:</i></p><p><blockquote><i>二、基于市销率的倍数估值:</i></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a406a349f657b028d7ee7375ac941129\" tg-width=\"640\" tg-height=\"205\" width=\"100%\" height=\"auto\"/><span>Source: Author, with data from our internal valuation analysis.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者,数据来自我们的内部估值分析。</span></p></blockquote></p><p><b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p>Accelerated digitization across enterprises of all sizes and industries, and an increasing urgency to mend the fragmented nature of databases across the public sector will continue to drive tremendous demand for holistic data compilation and analytics solutions like Foundry and Gotham in coming years. The technological effectiveness and scalability of Palantir's products also make them attractive solutions for handling increasingly complex data challenges. Looking ahead, Palantir remains well-poised to capitalize on significant growth opportunities presented by both the public and private sectors, which is expected to soon materialize into promising upsides for the stock.</p><p><blockquote>各种规模和行业的企业加速数字化,以及修补公共部门数据库碎片化性质的日益迫切,将在未来几年继续推动对Foundry和Gotham等整体数据汇编和分析解决方案的巨大需求。Palantir产品的技术有效性和可扩展性也使其成为处理日益复杂的数据挑战的有吸引力的解决方案。展望未来,Palantir 仍然做好充分准备,利用公共和私营部门提供的重大增长机会,预计这些机会将很快转化为该股充满希望的上涨空间。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: A Rebound May Be In Order With Potentially Stronger-Than-Expected Earnings Ahead<blockquote>Palantir:未来盈利可能强于预期,反弹可能是有序的</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\">\nPalantir: A Rebound May Be In Order With Potentially Stronger-Than-Expected Earnings Ahead<blockquote>Palantir:未来盈利可能强于预期,反弹可能是有序的</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\">2021-12-30 20:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>Palantir has underperformed the broader market this year with declines of more than 20% while the Nasdaq 100 and S&P 500 have both rallied close to 30%.</li><li>The stock's latest plummet was triggered by signs of deceleration in the company's government segment, a core driver of the consolidated business growth.</li><li>However, new contract wins and renewals from both the public and private sectors observed over the last three months indicate Palantir is readying to end the year with strong fundamentals.</li><li>The narrative surrounding the stock's bullish thesis also remains intact, with continued demand for holistic data compilation and analytics solutions like Foundry and Gotham to support improved decision-making in the increasingly digital landscape.</li><li>This points to a potential rally in the new year, making the stock's current price levels an attractive entry point.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02d7c2e5739d48a7457788f40f66148c\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"/><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>Palantir 今年的表现逊于大盘,跌幅超过 20%,而纳斯达克 100 指数和标普500指数均上涨近 30%。</li><li>该股最近的暴跌是由该公司政府部门放缓的迹象引发的,而政府部门是综合业务增长的核心驱动力。</li><li>然而,过去三个月观察到的公共和私营部门的新合同赢得和续签表明,Palantir 已准备好以强劲的基本面结束这一年。</li><li>围绕该股看涨论点的叙述也保持不变,对 Foundry 和 Gotham 等整体数据汇编和分析解决方案的持续需求,以支持在日益数字化的环境中改进决策。</li><li>这表明新的一年可能会出现反弹,使该股当前的价格水平成为有吸引力的切入点。</li></ul><p class=\"t-img-caption\"><span>Michael Vi/iStock 社论来自 Getty Images</span></p></blockquote></p><p>While the broader market has outperformed in the past year with both the S&P 500 and tech-heavy Nasdaq 100 up almost 30% in the first nine months of 2021, the Palantir(NYSE:PLTR)stock has posted declines of more than 20% in the same period. In the first few months that followed its debut on the NYSE last September, the stock had more than tripled in value before the February tech stock selloff wiped out more than one-third of said gains. The stock has largely remained in the sub-$30 level since until Palantir released weaker than expected third quarter results. Signs of slowing revenue growth from the government segment had sent the stock towards the low-$20s, while recent macro headwinds ranging from rising inflation to the resurgence of the Omicron coronavirus variant have led further declines to the sub-$20 level.</p><p><blockquote>尽管大盘在过去一年中表现优异,标普500和以科技股为主的纳斯达克 100 指数在 2021 年前 9 个月均上涨了近 30%,但 Palantir (NYSE:PLTR) 股票同期下跌超过 20%。去年 9 月在纽约证券交易所首次亮相后的头几个月,该股价值上涨了两倍多,但 2 月份科技股抛售抹去了超过三分之一的涨幅。自 Palantir 发布弱于预期的第三季度业绩以来,该股基本保持在 30 美元以下的水平。政府部门收入增长放缓的迹象导致该股跌至 20 美元左右的低点,而最近从通胀上升到奥密克戎冠状病毒变种死灰复燃等宏观阻力导致该股进一步跌至 20 美元以下的水平。</blockquote></p><p>However, revenue growth from Palantir's commercial segment remains robust and should not be overlooked. Businesses are becoming increasingly digital, generating vast troves of data that will need to be integrated, processed and analyzed to drive key decision-making processes. And this trend will continue to propel commercial demand for Palantir's enterprise software solutions. New strategies and modular offerings like the "Foundry for Builders" subscription and "Carbon Emissions Management" tool will also encourage further mass market adoption in the long-run and underpin the segment's continued growth.</p><p><blockquote>然而,Palantir 商业部门的收入增长仍然强劲,不容忽视。企业正变得越来越数字化,产生了大量需要集成、处理和分析的数据,以推动关键的决策过程。这一趋势将继续推动 Palantir 企业软件解决方案的商业需求。从长远来看,“Foundry for Builders”订阅和“碳排放管理”工具等新战略和模块化产品也将鼓励进一步的大众市场采用,并支撑该细分市场的持续增长。</blockquote></p><p>Meanwhile, a rebound in government segment revenues appears to be in order this quarter. The recent slew of contract wins and extensions is a testament to the effectiveness of Palantir's software solutions and continued demand from the public sector.</p><p><blockquote>与此同时,本季度政府部门收入似乎有望反弹。最近的一系列合同赢得和延期证明了 Palantir 软件解决方案的有效性以及公共部门的持续需求。</blockquote></p><p>Palantir's software solutions remain a critical function to ensuring the seamless integration of data platforms and improving decision-making in the increasingly digital world. And based on recent deals and partnerships announced, the company's fundamentals are expected to come in stronger than expected this earnings season, indicating further rallies in the new year.</p><p><blockquote>Palantir的软件解决方案仍然是确保数据平台无缝集成和在日益数字化的世界中改善决策的关键功能。根据最近宣布的交易和合作伙伴关系,该公司的基本面预计将在本财报季强于预期,表明新的一年将进一步上涨。</blockquote></p><p><b>Rising Opportunities from the Commercial Sector</b></p><p><blockquote><b>商业部门的新兴机遇</b></blockquote></p><p>Palantir's commercial segment revenues have demonstrated robust strong growth momentum in recent quarters. In the first nine months of the year, the segment has generated sales of $450.6 million, representing growth of close to 30% from the prior year. Much of this accelerated growth were generated in the third quarter, with record-setting year-on-year and sequential advances of close to 38% and 21%, respectively. And similar results are expected for the fourth quarter, based on recent multi-year deals forged with reputable names within the private sector:</p><p><blockquote>Palantir 的商业部门收入在最近几个季度表现出强劲的增长势头。今年前九个月,该部门的销售额为 4.506 亿美元,比上年增长近 30%。这种加速增长大部分是在第三季度产生的,创纪录的同比增长和环比增长分别接近 38% 和 21%。根据最近与私营部门知名企业达成的多年期交易,预计第四季度也会出现类似的结果:</blockquote></p><p></p><p><ul><li>Dewpoint Therapeutics: Palantir will be deploying Foundry at Dewpoint Therapeutics to help researchers gain better understanding of biomolecular condensates, a critical element within cells that help them perform vital functions. Foundry will be used to integrate data generated from experimental results and outcomes into a "centralized knowledge repository", enabling researchers with access to a key hub of resources needed to "identify new compounds and therapeutic approaches" for challenging disease.</li><li>Merck: Palantir and Merck(OTCPK:MKGAF)(OTCPK:MKGAY) have introduced the Athinia, a Foundry-powered platform that uses AI to address ongoing supply chain challenges. Athinia will provide a centralized platform where chipmakers and material suppliers can "share, aggregate and analyze data". The joint initiative is expected to foster a higher level of supply chain transparency and drive greater operational efficiencies across the value chain.</li><li>Kinder Morgan: Kinder Morgan(NYSE:KMI)will use Foundry combine data across its U.S.-based gas storage operations that are otherwise segregated. This will enable operators with access to a "common operating picture" of the company's consolidated information, ranging from supply to pricing, which will help to better inform their decision-making process.</li><li>MSP Recovery: The leading Medicare, Medicaid, commercial and secondary payer reimbursement recovery firm will use Foundry to "connect data both within and between organizations and help unlock connectivity on an unprecedented scale". The resulting centralized data ecosystem is expected to help break down time and cost inefficiencies within the American healthcare system, and improve the level of care for patients while also ensuring better revenues for both MSP and healthcare providers.</li></ul>The common theme behind Palantir's recent commercial partnerships continues to be Foundry's ability to "break down data silos", contextualize information, and enable improved decision-making. This ability will become increasingly invaluable to companies in coming years with accelerated digital transformation. To date,only 4% of companies claim to have a "highly sophisticated approach to leveraging data". This leaves a sizable addressable market within the private sector in which Palantir could penetrate. And the company has already deployed various strategic offerings to ensure adequate capitalization of said opportunities ahead.</p><p><blockquote><ul><li>Dewpoint Therapeutics:Palantir 将在 Dewpoint Therapeutics 部署 Foundry,以帮助研究人员更好地了解生物分子缩合物,这是细胞内帮助细胞执行重要功能的关键元素。Foundry 将用于将实验结果和结果生成的数据整合到“集中知识库”中,使研究人员能够访问“识别新化合物和治疗方法”所需的关键资源中心,以应对疾病。</li><li>默克:Palantir 和默克 (OTCPK:MKGAF)(OTCPK:MKGAY) 推出了 Athinia,这是一个由代工厂驱动的平台,使用人工智能来应对持续的供应链挑战。Athinia将提供一个集中式平台,芯片制造商和材料供应商可以在其中“共享、汇总和分析数据”。该联合倡议预计将促进更高水平的供应链透明度,并提高整个价值链的运营效率。</li><li>金德摩根:金德摩根(纽约证券交易所股票代码:KMI)将在其美国天然气储存业务中使用 Foundry combine 数据,否则这些数据是隔离的。这将使运营商能够访问公司综合信息的“通用运营情况”,从供应到定价,这将有助于更好地为其决策过程提供信息。</li><li>MSP恢复:领先的医疗保险、医疗补助、商业和二级付款人报销恢复公司将使用Foundry“连接组织内部和组织之间的数据,并以前所未有的规模帮助解锁连接”。由此产生的集中式数据生态系统预计将有助于打破美国医疗保健系统内的时间和成本效率低下,提高患者的护理水平,同时确保MSP和医疗保健提供商获得更好的收入。</li></ul>Palantir最近的商业合作伙伴关系背后的共同主题仍然是Foundry“打破数据孤岛”、将信息置于上下文中并实现改进决策的能力。随着数字化转型的加速,这种能力对未来几年的公司来说将变得越来越宝贵。迄今为止,只有4%的公司声称拥有“高度复杂的数据利用方法”。这为 Palantir 在私营部门留下了一个可观的潜在市场。该公司已经部署了各种战略产品,以确保充分利用未来的上述机会。</blockquote></p><p>As discussed in our previous coverage, the recent introduction of Foundry for Builders under a subscription-based model is expected to encourage mass market adoption of the software from both multinational corporations with complex data compilations and small Day One start-ups. The recent introduction of modular offerings like "Carbon Emissions Management" and "Anti-Money Laundering / Know Your Client" solutions will also appeal to the emerging crypto sector, exposing Palantir's commercial offerings to a broader market.</p><p><blockquote>正如我们在之前的报道中所讨论的,最近在基于订阅的模式下推出的Foundry for Builders预计将鼓励具有复杂数据编译的跨国公司和小型初创企业在大众市场采用该软件。最近推出的“碳排放管理”和“反洗钱/了解您的客户”解决方案等模块化产品也将吸引新兴的加密行业,使Palantir的商业产品面向更广阔的市场。</blockquote></p><p><b>Robust Government Demand Driven by Proven Results</b></p><p><blockquote><b>经过验证的结果推动的强劲政府需求</b></blockquote></p><p>Signs of deceleration in Palantir's government segment revenues during the third quarter had raised alarms on the durability of its growth outlook. Government segment revenues during the third quarter grew by only 34% from the prior year, down from an average of 74% year-on-year growth observed in the three preceding quarters.</p><p><blockquote>Palantir 第三季度政府部门收入放缓的迹象引发了人们对其增长前景可持续性的担忧。第三季度政府部门收入同比仅增长34%,低于前三个季度74%的平均同比增长率。</blockquote></p><p>But Palantir's government contract wins observed so far in the last quarter of the year shows that a rebound may be in order:</p><p><blockquote>但今年最后一个季度迄今为止观察到的 Palantir 政府合同胜利表明,反弹可能即将到来:</blockquote></p><p></p><p><ul><li>Army Vantage Program: The U.S. Army has contracted Palantir in 2019 to power the "Army Vantage" data analytics platform. Palantir's software is used to "break down data silos" and create a centralized operating system where the U.S. Army can mobilize their data to make informed decisions in real-time. The contract was renewed for the second option year in mid-December for $116.3 million.</li><li>Space System Command ("SSC"): The SSC's Cross-Mission Ground & Communications Enterprise ("ECX") has awarded Palantir a $43 million contract extension earlier this month. Under the extended arrangement, Palantir will continue to deploy its software to integrate and process data from various sources, and facilitate "application delivery, in-depth analysis, and data-driven decision-making" across the ECX and its partners.</li><li>Capability Drop 2 ("CD-2") Program: Palantir announced an $823 million contract win with the U.S. Army's Program Manager for Intelligence Systems and Analytics in October. The Army Intelligence will be leveraging Palantir's Gotham platform to consolidate data from disparate databases, and create a "data fabric and analytics foundation" for the CD-2 program, which will be used to enable data modernization and analytic capabilities required for preparing against future threats to national security.</li><li>National Institutes of Health ("NIH"): Palantir has been contracted by the NIH's National Center for Advancing Translational Sciences ("NCATS") to continue the deployment of its solutions for enabling a central operating system used in collaborative clinical research on COVID-19. The two-year contract has an estimated value of $59.9 million, with an initial task order to be completed in five months valued at $7.9 million. The NCATS has also offered Palantir a separate one-year contract extension for the provision of its software to help facilitate cancer research at the National Cancer Institute. The extension has upped the total contract value from $36 million to $60 million.</li></ul>Data remains the strongest link in aligning U.S. foreign policy with the country's national security goals. This underscores why making sense of data, and using it to drive critical decision-making processes continue to be a top priority for the Defense Department, as well as other agencies within the public sector. The increasing urgency to reconnect the fragmented nature of databases set up across the public sector's sub-departments has been a common theme in Palantir's government contract wins in recent years, including the ones obtained during the fourth quarter as mentioned above. The growing number of contract extensions awarded to Palantir is also a testament to the effectiveness of its software in addressing complex challenges resulting from the government's disparate data sources.</p><p><blockquote><ul><li>陆军优势计划:美国陆军于 2019 年与 Palantir 签订合同,为“陆军 Vantage”数据分析平台提供动力。Palantir 的软件用于“打破数据孤岛”并创建一个集中式操作系统,其中美国军队可以调动他们的数据来实时做出明智的决策。该合同于 12 月中旬以 1.163 亿美元的价格续签了第二个期权年。</li><li>空间系统司令部(“SSC”):SSC的跨任务地面和通信企业(“ECX”)本月早些时候授予Palantir一份价值4300万美元的合同延期。根据扩展后的安排,Palantir 将继续部署其软件来集成和处理来自各种来源的数据,并促进整个 ECX 及其合作伙伴的“应用交付、深入分析和数据驱动的决策”。</li><li>能力下降 2(“CD-2”)计划:Palantir 于 10 月份宣布与美国陆军情报系统和分析项目经理赢得价值 8.23 亿美元的合同。陆军情报部门将利用 Palantir 的 Gotham 平台来整合来自不同数据库的数据,并为 CD-2 计划创建一个“数据结构和分析基础”,该基础将用于实现数据现代化和分析能力,以应对未来对国家安全的威胁。</li><li>美国国立卫生研究院(“NIH”):Palantir 已与美国国立卫生研究院国家转化科学促进中心(“NCATS”)签约,继续部署其解决方案,以实现用于 COVID-19 合作临床研究的中央操作系统。这份为期两年的合同估计价值为5990万美元,五个月内完成的初始任务订单价值790万美元。NCATS还向Palantir提供了一份为期一年的单独合同延期,以提供其软件,以帮助促进国家癌症研究所的癌症研究。此次延期使合同总价值从 3600 万美元增加到 6000 万美元。</li></ul>数据仍然是使美国外交政策与国家安全目标保持一致的最强有力的环节。这凸显了为什么理解数据并利用数据来推动关键决策过程仍然是国防部以及公共部门其他机构的首要任务。近年来,Palantir 赢得政府合同(包括上述第四季度获得的合同)的一个共同主题是重新连接公共部门各子部门建立的数据库的碎片化性质。授予Palantir的越来越多的合同延期也证明了其软件在解决政府不同数据源带来的复杂挑战方面的有效性。</blockquote></p><p>Time and again, Palantir has proven to government agencies that while taking advantage of data is a complex process, it has the technological capacity and resources to link and make sense of the vast troves of information without compromising on time and cost-efficiencies. Palantir's most recent new contract win with the U.S. Army for the CD-2 program as mentioned above also foreshadows greater opportunities ahead with the Defense Department. The agency has pivoted towards increasing collaborations with innovation-driven technology partners in recent years to modernize their current "command and control" architecture. Their goal to invest more heavily into new technologies like AI is also embedded in the proposed military budget for the coming year. This signals that a greater market of opportunities from the U.S. Department of Defense is coming Palantir's way. Paired with Palantir's proven technological competency in addressing said specific needs of the public sector as validated by recent contract renewals, the company's government segment is well-poised for additional growth ahead.</p><p><blockquote>Palantir一次又一次地向政府机构证明,虽然利用数据是一个复杂的过程,但它拥有技术能力和资源来链接和理解大量信息,而不会影响时间和成本效率。Palantir 最近赢得了美国的新合同。如上所述,陆军 CD-2 计划也预示着国防部将迎来更大的机遇。近年来,该机构转向加强与创新驱动的技术合作伙伴的合作,以实现其当前“指挥和控制”架构的现代化。他们加大对人工智能等新技术投资的目标也包含在明年拟议的军事预算中。这表明来自美国的更大机会市场。国防部正在阻止帕兰蒂尔。再加上 Palantir 在满足公共部门上述特定需求方面经过验证的技术能力(最近的合同续签证明了这一点),该公司的政府部门已做好充分准备,迎接未来的进一步增长。</blockquote></p><p><b>Recap of Financial Prospects</b></p><p><blockquote><b>财务展望概述</b></blockquote></p><p>Adjusting our previous forecast for actual third quarter results and recent developments to Palantir's growth outlook based on new contract adds observed in the fourth quarter, we are projecting total revenues of $1.5 billion by the end of the year. The top line is expected to further advance at a compounded annual growth rate ("CAGR") of about 16% towards $6.6 billion by 2030. The growth assumptions applied remain consistent with those discussed in our previous analysis, considering Palantir's business model and operating environment has not materially changed. Recent contract wins and renewals also support the viability of management's goal to grow Palantir's revenues by 30% every year for the next five years, indicating that the narrative surrounding its bullish thesis remains intact.</p><p><blockquote>根据第四季度观察到的新合同增加,调整了我们之前对第三季度实际业绩的预测以及 Palantir 增长前景的最新进展,我们预计到今年年底总收入将达到 15 亿美元。预计到2030年,营收将以约16%的复合年增长率(“CAGR”)进一步增长,达到66亿美元。考虑到 Palantir 的业务模式和运营环境并无重大变化,所应用的增长假设与我们先前分析中讨论的假设保持一致。最近的合同赢得和续签也支持了管理层未来五年每年将 Palantir 收入增长 30% 的目标的可行性,这表明围绕其看涨论点的叙述仍然完好无损。</blockquote></p><p></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb3fd776c2128f3c668ca04386d1c782\" tg-width=\"640\" tg-height=\"284\" width=\"100%\" height=\"auto\"/><span>Source: Author, with data from our internal financial forecast.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者,数据来自我们的内部财务预测。</span></p></blockquote></p><p>Specifically, government segment revenues are forecast at $896.2 million by the end of the year, representing growth of 41.8% from 2020. While deal flows are expected to remain strong within the foreseeable future considering Palantir's proven effectiveness in delivery solutions that can address data challenges within the public sector and increasing defense opportunities allocated towards software and innovative technology, the segment's growth is expected to ultimately normalize towards an average range of 28% to 30% over the next five years. Based on this consideration, our forecast projects government revenues to advance towards $2.5 billion by 2025 and $3.8 billion by 2030, representing growth at a 10-year CAGR of 15.6%.</p><p><blockquote>具体来说,到今年年底,政府部门的收入预计将达到 8.962 亿美元,比 2020 年增长 41.8%。虽然考虑到 Palantir 在交付解决方案方面已被证明有效,可以解决公共部门的数据挑战,以及分配给软件和创新技术的越来越多的国防机会,预计在可预见的未来,交易流量将保持强劲,但该部门的增长预计最终将在未来五年内恢复正常,平均范围为 28% 至 30%。基于这一考虑,我们的预测预计政府收入到 2025 年将达到 25 亿美元,到 2030 年将达到 38 亿美元,10 年复合年增长率为 15.6%。</blockquote></p><p>Meanwhile, commercial segment revenue growth is expected to remain robust in coming years. Palantir's continued roll-out of attractive purchase options and modular add-on offerings targeted at specific industry needs are expected to encourage further adoption of Foundry in the long-run. Paired with a growing base of contracted commercial segment revenues, which is currently valued at more than $2 billion with an average duration of four years, our forecast expects Palantir to realize related sales of $630.8 million by the end of the year. And in the coming years, commercial segment revenues are expected to further advance at a 10-year CAGR of 16.1% towards $2.8 billion by 2030, with the bulk of the growth frontloaded in the first half of the decade to reflect accelerating market demand for holistic data compilation and analytical tools like Foundry.</p><p><blockquote>与此同时,预计未来几年商业部门收入增长将保持强劲。Palantir 针对特定行业需求不断推出有吸引力的购买选项和模块化附加产品,预计从长远来看将鼓励进一步采用 Foundry。再加上合同商业部门收入基础不断增长(目前价值超过 20 亿美元,平均持续时间为四年),我们的预测预计 Palantir 到今年年底将实现 6.308 亿美元的相关销售额。未来几年,商业部门收入预计将以 16.1% 的 10 年复合年增长率进一步增长,到 2030 年将达到 28 亿美元,其中大部分增长将在本十年前五年进行,以反映市场对整体数据汇编和 Foundry 等分析工具的加速需求。</blockquote></p><p>Combined with Palantir's projected cost structure, which takes into consideration the highly scalable nature of its software offerings as discussed in our previous coverage, the company is expected to generate narrowing losses of $464.0 million to $117.5 million until 2024. Nominal profits of $141.1 million are projected for 2025, with further growth towards $1.5 billion by 2030.</p><p><blockquote>结合 Palantir 的预计成本结构(该结构考虑了我们之前报道中讨论的其软件产品的高度可扩展性),预计到 2024 年,该公司将产生 4.64 亿美元至 1.175 亿美元的亏损。预计 2025 年名义利润为 1.411 亿美元,到 2030 年将进一步增长至 15 亿美元。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0009de543c4769c88acd7b95c7f66b76\" tg-width=\"640\" tg-height=\"312\" width=\"100%\" height=\"auto\"/><span>Source: Author, with data from our internal financial forecast.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者,数据来自我们的内部财务预测。</span></p></blockquote></p><p><i>i. Base Case Financial Forecast:</i></p><p><blockquote><i>i.基本案例财务预测:</i></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8105718a0b2b6f07a7a835692c269950\" tg-width=\"640\" tg-height=\"176\" width=\"100%\" height=\"auto\"/><span>Source: Author, with data from our internal financial forecast.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者,数据来自我们的内部财务预测。</span></p></blockquote></p><p><b>Valuation</b></p><p><blockquote><b>估值</b></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57b753657e20113e178a798bb6ce7e5f\" tg-width=\"640\" tg-height=\"225\" width=\"100%\" height=\"auto\"/><span>Source: Author, with data from our internal valuation analysis.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者,数据来自我们的内部估值分析。</span></p></blockquote></p><p>Drawing on the above analysis on Palantir's financial prospects, our 12-month price target is set at $25.45. This represents upside potential of close to 37% based on the last traded share price of $18.58 on December 28th.</p><p><blockquote>根据上述对 Palantir 财务前景的分析,我们的 12 个月目标价定为 25.45 美元。根据 12 月 28 日最后交易股价 18.58 美元计算,这意味着接近 37% 的上涨潜力。</blockquote></p><p>Our valuation analysis is derived from a discounted cash flow ("DCF") analysis over a five-year discrete period in conjunction with the base case financial projections for Palantir as discussed in earlier sections. A WACC of 9.3% is applied to discount Palantir's projected free cash flows over the forecasted period. The valuation assumption applied is consistent with the company's risk profile and capital structure, which is currently debt-free with an ability to generate robust cash flows into the long-run. The analysis also assumes an exit multiple of 110.8x, which is derived based on Palantir's size of operations, current growth initiatives and business outlook relative to its industry peers. This compares to an EV/ETBIDA range of 43.66x to 198.65x observed across guideline public companies within the same industry.</p><p><blockquote>我们的估值分析来自五年离散期间的贴现现金流量(“贴现现金流量”)分析,并结合前面章节讨论的 Palantir 基本案例财务预测。9.3% 的 WACC 用于贴现 Palantir 在预测期内的预计自由现金流。所应用的估值假设与公司的风险状况和资本结构一致,该公司目前没有债务,有能力在长期内产生强劲的现金流。该分析还假设退出倍数为 110.8 倍,这是根据 Palantir 的业务规模、当前增长计划以及相对于行业同行的业务前景得出的。相比之下,在同一行业的指导性上市公司中观察到的EV/ETBIDA范围为43.66倍至198.65倍。</blockquote></p><p><i>i. Base Case Valuation Analysis:</i></p><p><blockquote><i>一、基本案例估值分析:</i></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b9fe2dec0f0a082751b96ebe37932b9\" tg-width=\"640\" tg-height=\"387\" width=\"100%\" height=\"auto\"/><span>Source: Author, with data from our internal valuation analysis.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者,数据来自我们的内部估值分析。</span></p></blockquote></p><p>We have also used a multiple-based valuation approach to validate our 12-month price target derived using the DCF approach. By applying a forward-looking price-to-sales multiple of 27.7x to projected revenues per share for the next 12 months, the Palantir stock is expected to trade at approximately $25.93, which is in line with our DCF analysis. The multiple is consistent with those observed across Palantir's industry peers, as well as market expectations on the company's near-term valuation based on its current operating environment, business developments and growth trajectory.</p><p><blockquote>我们还使用了基于多重估值的方法来验证我们使用 DCF 方法得出的 12 个月目标价格。通过对未来 12 个月的每股预计收入应用 27.7 倍的前瞻性市销率,Palantir 股票预计交易价格约为 25.93 美元,这与我们的 DCF 分析一致。该倍数与 Palantir 行业同行观察到的倍数一致,也与市场基于其当前运营环境、业务发展和增长轨迹对该公司近期估值的预期一致。</blockquote></p><p></p><p><i>ii. Price-to-Sales Multiple-Based Valuation:</i></p><p><blockquote><i>二、基于市销率的倍数估值:</i></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a406a349f657b028d7ee7375ac941129\" tg-width=\"640\" tg-height=\"205\" width=\"100%\" height=\"auto\"/><span>Source: Author, with data from our internal valuation analysis.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者,数据来自我们的内部估值分析。</span></p></blockquote></p><p><b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p>Accelerated digitization across enterprises of all sizes and industries, and an increasing urgency to mend the fragmented nature of databases across the public sector will continue to drive tremendous demand for holistic data compilation and analytics solutions like Foundry and Gotham in coming years. The technological effectiveness and scalability of Palantir's products also make them attractive solutions for handling increasingly complex data challenges. Looking ahead, Palantir remains well-poised to capitalize on significant growth opportunities presented by both the public and private sectors, which is expected to soon materialize into promising upsides for the stock.</p><p><blockquote>各种规模和行业的企业加速数字化,以及修补公共部门数据库碎片化性质的日益迫切,将在未来几年继续推动对Foundry和Gotham等整体数据汇编和分析解决方案的巨大需求。Palantir产品的技术有效性和可扩展性也使其成为处理日益复杂的数据挑战的有吸引力的解决方案。展望未来,Palantir 仍然做好充分准备,利用公共和私营部门提供的重大增长机会,预计这些机会将很快转化为该股充满希望的上涨空间。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4477257-palantir-pltr-rebound-in-order-stronger-than-expected-earnings-ahead\">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":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4477257-palantir-pltr-rebound-in-order-stronger-than-expected-earnings-ahead","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183408599","content_text":"SummaryPalantir has underperformed the broader market this year with declines of more than 20% while the Nasdaq 100 and S&P 500 have both rallied close to 30%.The stock's latest plummet was triggered by signs of deceleration in the company's government segment, a core driver of the consolidated business growth.However, new contract wins and renewals from both the public and private sectors observed over the last three months indicate Palantir is readying to end the year with strong fundamentals.The narrative surrounding the stock's bullish thesis also remains intact, with continued demand for holistic data compilation and analytics solutions like Foundry and Gotham to support improved decision-making in the increasingly digital landscape.This points to a potential rally in the new year, making the stock's current price levels an attractive entry point.Michael Vi/iStock Editorial via Getty ImagesWhile the broader market has outperformed in the past year with both the S&P 500 and tech-heavy Nasdaq 100 up almost 30% in the first nine months of 2021, the Palantir(NYSE:PLTR)stock has posted declines of more than 20% in the same period. In the first few months that followed its debut on the NYSE last September, the stock had more than tripled in value before the February tech stock selloff wiped out more than one-third of said gains. The stock has largely remained in the sub-$30 level since until Palantir released weaker than expected third quarter results. Signs of slowing revenue growth from the government segment had sent the stock towards the low-$20s, while recent macro headwinds ranging from rising inflation to the resurgence of the Omicron coronavirus variant have led further declines to the sub-$20 level.However, revenue growth from Palantir's commercial segment remains robust and should not be overlooked. Businesses are becoming increasingly digital, generating vast troves of data that will need to be integrated, processed and analyzed to drive key decision-making processes. And this trend will continue to propel commercial demand for Palantir's enterprise software solutions. New strategies and modular offerings like the \"Foundry for Builders\" subscription and \"Carbon Emissions Management\" tool will also encourage further mass market adoption in the long-run and underpin the segment's continued growth.Meanwhile, a rebound in government segment revenues appears to be in order this quarter. The recent slew of contract wins and extensions is a testament to the effectiveness of Palantir's software solutions and continued demand from the public sector.Palantir's software solutions remain a critical function to ensuring the seamless integration of data platforms and improving decision-making in the increasingly digital world. And based on recent deals and partnerships announced, the company's fundamentals are expected to come in stronger than expected this earnings season, indicating further rallies in the new year.Rising Opportunities from the Commercial SectorPalantir's commercial segment revenues have demonstrated robust strong growth momentum in recent quarters. In the first nine months of the year, the segment has generated sales of $450.6 million, representing growth of close to 30% from the prior year. Much of this accelerated growth were generated in the third quarter, with record-setting year-on-year and sequential advances of close to 38% and 21%, respectively. And similar results are expected for the fourth quarter, based on recent multi-year deals forged with reputable names within the private sector:Dewpoint Therapeutics: Palantir will be deploying Foundry at Dewpoint Therapeutics to help researchers gain better understanding of biomolecular condensates, a critical element within cells that help them perform vital functions. Foundry will be used to integrate data generated from experimental results and outcomes into a \"centralized knowledge repository\", enabling researchers with access to a key hub of resources needed to \"identify new compounds and therapeutic approaches\" for challenging disease.Merck: Palantir and Merck(OTCPK:MKGAF)(OTCPK:MKGAY) have introduced the Athinia, a Foundry-powered platform that uses AI to address ongoing supply chain challenges. Athinia will provide a centralized platform where chipmakers and material suppliers can \"share, aggregate and analyze data\". The joint initiative is expected to foster a higher level of supply chain transparency and drive greater operational efficiencies across the value chain.Kinder Morgan: Kinder Morgan(NYSE:KMI)will use Foundry combine data across its U.S.-based gas storage operations that are otherwise segregated. This will enable operators with access to a \"common operating picture\" of the company's consolidated information, ranging from supply to pricing, which will help to better inform their decision-making process.MSP Recovery: The leading Medicare, Medicaid, commercial and secondary payer reimbursement recovery firm will use Foundry to \"connect data both within and between organizations and help unlock connectivity on an unprecedented scale\". The resulting centralized data ecosystem is expected to help break down time and cost inefficiencies within the American healthcare system, and improve the level of care for patients while also ensuring better revenues for both MSP and healthcare providers.The common theme behind Palantir's recent commercial partnerships continues to be Foundry's ability to \"break down data silos\", contextualize information, and enable improved decision-making. This ability will become increasingly invaluable to companies in coming years with accelerated digital transformation. To date,only 4% of companies claim to have a \"highly sophisticated approach to leveraging data\". This leaves a sizable addressable market within the private sector in which Palantir could penetrate. And the company has already deployed various strategic offerings to ensure adequate capitalization of said opportunities ahead.As discussed in our previous coverage, the recent introduction of Foundry for Builders under a subscription-based model is expected to encourage mass market adoption of the software from both multinational corporations with complex data compilations and small Day One start-ups. The recent introduction of modular offerings like \"Carbon Emissions Management\" and \"Anti-Money Laundering / Know Your Client\" solutions will also appeal to the emerging crypto sector, exposing Palantir's commercial offerings to a broader market.Robust Government Demand Driven by Proven ResultsSigns of deceleration in Palantir's government segment revenues during the third quarter had raised alarms on the durability of its growth outlook. Government segment revenues during the third quarter grew by only 34% from the prior year, down from an average of 74% year-on-year growth observed in the three preceding quarters.But Palantir's government contract wins observed so far in the last quarter of the year shows that a rebound may be in order:Army Vantage Program: The U.S. Army has contracted Palantir in 2019 to power the \"Army Vantage\" data analytics platform. Palantir's software is used to \"break down data silos\" and create a centralized operating system where the U.S. Army can mobilize their data to make informed decisions in real-time. The contract was renewed for the second option year in mid-December for $116.3 million.Space System Command (\"SSC\"): The SSC's Cross-Mission Ground & Communications Enterprise (\"ECX\") has awarded Palantir a $43 million contract extension earlier this month. Under the extended arrangement, Palantir will continue to deploy its software to integrate and process data from various sources, and facilitate \"application delivery, in-depth analysis, and data-driven decision-making\" across the ECX and its partners.Capability Drop 2 (\"CD-2\") Program: Palantir announced an $823 million contract win with the U.S. Army's Program Manager for Intelligence Systems and Analytics in October. The Army Intelligence will be leveraging Palantir's Gotham platform to consolidate data from disparate databases, and create a \"data fabric and analytics foundation\" for the CD-2 program, which will be used to enable data modernization and analytic capabilities required for preparing against future threats to national security.National Institutes of Health (\"NIH\"): Palantir has been contracted by the NIH's National Center for Advancing Translational Sciences (\"NCATS\") to continue the deployment of its solutions for enabling a central operating system used in collaborative clinical research on COVID-19. The two-year contract has an estimated value of $59.9 million, with an initial task order to be completed in five months valued at $7.9 million. The NCATS has also offered Palantir a separate one-year contract extension for the provision of its software to help facilitate cancer research at the National Cancer Institute. The extension has upped the total contract value from $36 million to $60 million.Data remains the strongest link in aligning U.S. foreign policy with the country's national security goals. This underscores why making sense of data, and using it to drive critical decision-making processes continue to be a top priority for the Defense Department, as well as other agencies within the public sector. The increasing urgency to reconnect the fragmented nature of databases set up across the public sector's sub-departments has been a common theme in Palantir's government contract wins in recent years, including the ones obtained during the fourth quarter as mentioned above. The growing number of contract extensions awarded to Palantir is also a testament to the effectiveness of its software in addressing complex challenges resulting from the government's disparate data sources.Time and again, Palantir has proven to government agencies that while taking advantage of data is a complex process, it has the technological capacity and resources to link and make sense of the vast troves of information without compromising on time and cost-efficiencies. Palantir's most recent new contract win with the U.S. Army for the CD-2 program as mentioned above also foreshadows greater opportunities ahead with the Defense Department. The agency has pivoted towards increasing collaborations with innovation-driven technology partners in recent years to modernize their current \"command and control\" architecture. Their goal to invest more heavily into new technologies like AI is also embedded in the proposed military budget for the coming year. This signals that a greater market of opportunities from the U.S. Department of Defense is coming Palantir's way. Paired with Palantir's proven technological competency in addressing said specific needs of the public sector as validated by recent contract renewals, the company's government segment is well-poised for additional growth ahead.Recap of Financial ProspectsAdjusting our previous forecast for actual third quarter results and recent developments to Palantir's growth outlook based on new contract adds observed in the fourth quarter, we are projecting total revenues of $1.5 billion by the end of the year. The top line is expected to further advance at a compounded annual growth rate (\"CAGR\") of about 16% towards $6.6 billion by 2030. The growth assumptions applied remain consistent with those discussed in our previous analysis, considering Palantir's business model and operating environment has not materially changed. Recent contract wins and renewals also support the viability of management's goal to grow Palantir's revenues by 30% every year for the next five years, indicating that the narrative surrounding its bullish thesis remains intact.Source: Author, with data from our internal financial forecast.Specifically, government segment revenues are forecast at $896.2 million by the end of the year, representing growth of 41.8% from 2020. While deal flows are expected to remain strong within the foreseeable future considering Palantir's proven effectiveness in delivery solutions that can address data challenges within the public sector and increasing defense opportunities allocated towards software and innovative technology, the segment's growth is expected to ultimately normalize towards an average range of 28% to 30% over the next five years. Based on this consideration, our forecast projects government revenues to advance towards $2.5 billion by 2025 and $3.8 billion by 2030, representing growth at a 10-year CAGR of 15.6%.Meanwhile, commercial segment revenue growth is expected to remain robust in coming years. Palantir's continued roll-out of attractive purchase options and modular add-on offerings targeted at specific industry needs are expected to encourage further adoption of Foundry in the long-run. Paired with a growing base of contracted commercial segment revenues, which is currently valued at more than $2 billion with an average duration of four years, our forecast expects Palantir to realize related sales of $630.8 million by the end of the year. And in the coming years, commercial segment revenues are expected to further advance at a 10-year CAGR of 16.1% towards $2.8 billion by 2030, with the bulk of the growth frontloaded in the first half of the decade to reflect accelerating market demand for holistic data compilation and analytical tools like Foundry.Combined with Palantir's projected cost structure, which takes into consideration the highly scalable nature of its software offerings as discussed in our previous coverage, the company is expected to generate narrowing losses of $464.0 million to $117.5 million until 2024. Nominal profits of $141.1 million are projected for 2025, with further growth towards $1.5 billion by 2030.Source: Author, with data from our internal financial forecast.i. Base Case Financial Forecast:Source: Author, with data from our internal financial forecast.ValuationSource: Author, with data from our internal valuation analysis.Drawing on the above analysis on Palantir's financial prospects, our 12-month price target is set at $25.45. This represents upside potential of close to 37% based on the last traded share price of $18.58 on December 28th.Our valuation analysis is derived from a discounted cash flow (\"DCF\") analysis over a five-year discrete period in conjunction with the base case financial projections for Palantir as discussed in earlier sections. A WACC of 9.3% is applied to discount Palantir's projected free cash flows over the forecasted period. The valuation assumption applied is consistent with the company's risk profile and capital structure, which is currently debt-free with an ability to generate robust cash flows into the long-run. The analysis also assumes an exit multiple of 110.8x, which is derived based on Palantir's size of operations, current growth initiatives and business outlook relative to its industry peers. This compares to an EV/ETBIDA range of 43.66x to 198.65x observed across guideline public companies within the same industry.i. Base Case Valuation Analysis:Source: Author, with data from our internal valuation analysis.We have also used a multiple-based valuation approach to validate our 12-month price target derived using the DCF approach. By applying a forward-looking price-to-sales multiple of 27.7x to projected revenues per share for the next 12 months, the Palantir stock is expected to trade at approximately $25.93, which is in line with our DCF analysis. The multiple is consistent with those observed across Palantir's industry peers, as well as market expectations on the company's near-term valuation based on its current operating environment, business developments and growth trajectory.ii. Price-to-Sales Multiple-Based Valuation:Source: Author, with data from our internal valuation analysis.ConclusionAccelerated digitization across enterprises of all sizes and industries, and an increasing urgency to mend the fragmented nature of databases across the public sector will continue to drive tremendous demand for holistic data compilation and analytics solutions like Foundry and Gotham in coming years. The technological effectiveness and scalability of Palantir's products also make them attractive solutions for handling increasingly complex data challenges. Looking ahead, Palantir remains well-poised to capitalize on significant growth opportunities presented by both the public and private sectors, which is expected to soon materialize into promising upsides for the stock.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":4178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":897869603,"gmtCreate":1628906242202,"gmtModify":1631890593272,"author":{"id":"3581672061336023","authorId":"3581672061336023","name":"DerrickDoge","avatar":"https://static.tigerbbs.com/7512a6d7a73b844ab9bb490e1cca3cb1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581672061336023","authorIdStr":"3581672061336023"},"themes":[],"title":"","htmlText":"Like coin","listText":"Like coin","text":"Like coin","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/897869603","repostId":"2159215280","repostType":4,"isVote":1,"tweetType":1,"viewCount":3152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894186712,"gmtCreate":1628811805936,"gmtModify":1631890593274,"author":{"id":"3581672061336023","authorId":"3581672061336023","name":"DerrickDoge","avatar":"https://static.tigerbbs.com/7512a6d7a73b844ab9bb490e1cca3cb1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581672061336023","authorIdStr":"3581672061336023"},"themes":[],"title":"","htmlText":"Mickey mouse gogogo","listText":"Mickey mouse gogogo","text":"Mickey mouse gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/894186712","repostId":"1186962819","repostType":4,"repost":{"id":"1186962819","kind":"news","pubTimestamp":1628809269,"share":"https://www.laohunote.com/m/news/1186962819?lang=zh_CN&edition=full","pubTime":"2021-08-13 07:01","market":"us","language":"en","title":"Disney jumps over 5% as financials, subscribers top Street expectations<blockquote>由于财务状况和订户超出华尔街预期,迪士尼股价上涨超过 5%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1186962819","media":"Seeking Alpha","summary":"Walt Disney is up 5.77% after hours following fiscal third-quarter earnings where it topped expectat","content":"<p><ul> <li><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> is up 5.77% after hours following fiscal third-quarter earnings where it topped expectations on top and bottom lines and exceeded forecasts for its subscribers to streaming service Disney+.</li> </ul> <img src=\"https://static.tigerbbs.com/143228ff7ee429571324090db7a54eed\" tg-width=\"1039\" tg-height=\"898\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li><a href=\"https://laohu8.com/S/DIS\">华特·迪士尼</a>第三财季盈利超出预期,并超出流媒体服务 Disney+ 用户的预期,盘后上涨 5.77%。</li></ul></blockquote></p><p> <ul> <li>Those subscribers hit 116 million, vs. an expected 112.8 million. Across its streaming services, including Disney+, ESPN+ and Hulu, the company is near 174 million subscribers.</li> <li>Revenues grew 45% to $17 billion, and the company swung back to a $995 million profit from last year's $4.84 billion loss.</li> <li>Earnings from continuing operations swung to a gain of 50 cents a share from a year-ago loss of $2.61 a share. Adjusted earnings jumped to 80 cents a share from 8 cents a share in the year-ago quarter.</li> <li>Revenue by segment: Disney Media and Entertainment Distribution, $12.68 billion (up 18%); Disney Parks, Experiences and Products, $4.34 billion (up 308%).</li> <li>The company warned about the ongoing recovery from the COVID-19 pandemic. On the content side: \"Although most film and television production resumed beginning in the fourth quarter of fiscal 2020, we continue to see disruption of film and television production, as well as live sports events, depending on local circumstances. Fewer theatrical releases and production delays have limited the availability of film content to be sold in the subsequent home entertainment and TV/ SVOD distribution windows.\"</li> <li>As for the Parks, Experiences and Products segment: \"Although results have improved in the current quarter compared to the prior-year quarter from reopening our parks and resorts, we continue to be impacted by the suspension of cruise ship sailings (with an ongoing return of cruise ship sailings beginning in July 2021) and reduced operating capacities across many of our Disney Parks, Experiences and Products businesses.\"</li> <li>Conference call will come at 4:30 p.m. ET.</li> </ul> <img src=\"https://static.tigerbbs.com/ae1db1aa3d9adcf732e52db95921514f\" tg-width=\"885\" tg-height=\"641\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li>这些订户达到 1.16 亿,而预期为 1.128 亿。在包括Disney+、ESPN+和Hulu在内的流媒体服务中,该公司拥有近1.74亿订户。</li><li>收入增长 45%,达到 170 亿美元,该公司从去年 48.4 亿美元的亏损转为 9.95 亿美元的利润。</li><li>持续经营收益从一年前的每股亏损 2.61 美元转为每股收益 50 美分。调整后收益从去年同期的每股 8 美分跃升至每股 80 美分。</li><li>按部门划分的收入:迪士尼媒体和娱乐发行,126.8亿美元(增长18%);迪士尼乐园、体验和产品,43.4亿美元(增长308%)。</li><li>该公司对 COVID-19 大流行的持续复苏发出警告。在内容方面:“尽管大多数电影和电视制作从2020财年第四季度开始恢复,但我们继续看到电影和电视制作以及现场体育赛事中断,具体取决于当地情况。影院上映的减少和制作延迟限制了在后续家庭娱乐和电视/SVOD发行窗口销售的电影内容的可用性。”</li><li>至于公园、体验和产品部门:“尽管由于公园和度假村的重新开放,本季度的业绩与去年同期相比有所改善,但我们继续受到游轮航行暂停的影响(游轮航行将于 2021 年 7 月开始)以及我们许多迪士尼公园、体验和产品业务的运营能力下降。”</li><li>电话会议将于美国东部时间下午4:30到达。</li></ul></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>Disney jumps over 5% as financials, subscribers top Street expectations<blockquote>由于财务状况和订户超出华尔街预期,迪士尼股价上涨超过 5%</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; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDisney jumps over 5% as financials, subscribers top Street expectations<blockquote>由于财务状况和订户超出华尔街预期,迪士尼股价上涨超过 5%</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\">2021-08-13 07:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul> <li><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> is up 5.77% after hours following fiscal third-quarter earnings where it topped expectations on top and bottom lines and exceeded forecasts for its subscribers to streaming service Disney+.</li> </ul> <img src=\"https://static.tigerbbs.com/143228ff7ee429571324090db7a54eed\" tg-width=\"1039\" tg-height=\"898\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li><a href=\"https://laohu8.com/S/DIS\">华特·迪士尼</a>第三财季盈利超出预期,并超出流媒体服务 Disney+ 用户的预期,盘后上涨 5.77%。</li></ul></blockquote></p><p> <ul> <li>Those subscribers hit 116 million, vs. an expected 112.8 million. Across its streaming services, including Disney+, ESPN+ and Hulu, the company is near 174 million subscribers.</li> <li>Revenues grew 45% to $17 billion, and the company swung back to a $995 million profit from last year's $4.84 billion loss.</li> <li>Earnings from continuing operations swung to a gain of 50 cents a share from a year-ago loss of $2.61 a share. Adjusted earnings jumped to 80 cents a share from 8 cents a share in the year-ago quarter.</li> <li>Revenue by segment: Disney Media and Entertainment Distribution, $12.68 billion (up 18%); Disney Parks, Experiences and Products, $4.34 billion (up 308%).</li> <li>The company warned about the ongoing recovery from the COVID-19 pandemic. On the content side: \"Although most film and television production resumed beginning in the fourth quarter of fiscal 2020, we continue to see disruption of film and television production, as well as live sports events, depending on local circumstances. Fewer theatrical releases and production delays have limited the availability of film content to be sold in the subsequent home entertainment and TV/ SVOD distribution windows.\"</li> <li>As for the Parks, Experiences and Products segment: \"Although results have improved in the current quarter compared to the prior-year quarter from reopening our parks and resorts, we continue to be impacted by the suspension of cruise ship sailings (with an ongoing return of cruise ship sailings beginning in July 2021) and reduced operating capacities across many of our Disney Parks, Experiences and Products businesses.\"</li> <li>Conference call will come at 4:30 p.m. ET.</li> </ul> <img src=\"https://static.tigerbbs.com/ae1db1aa3d9adcf732e52db95921514f\" tg-width=\"885\" tg-height=\"641\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li>这些订户达到 1.16 亿,而预期为 1.128 亿。在包括Disney+、ESPN+和Hulu在内的流媒体服务中,该公司拥有近1.74亿订户。</li><li>收入增长 45%,达到 170 亿美元,该公司从去年 48.4 亿美元的亏损转为 9.95 亿美元的利润。</li><li>持续经营收益从一年前的每股亏损 2.61 美元转为每股收益 50 美分。调整后收益从去年同期的每股 8 美分跃升至每股 80 美分。</li><li>按部门划分的收入:迪士尼媒体和娱乐发行,126.8亿美元(增长18%);迪士尼乐园、体验和产品,43.4亿美元(增长308%)。</li><li>该公司对 COVID-19 大流行的持续复苏发出警告。在内容方面:“尽管大多数电影和电视制作从2020财年第四季度开始恢复,但我们继续看到电影和电视制作以及现场体育赛事中断,具体取决于当地情况。影院上映的减少和制作延迟限制了在后续家庭娱乐和电视/SVOD发行窗口销售的电影内容的可用性。”</li><li>至于公园、体验和产品部门:“尽管由于公园和度假村的重新开放,本季度的业绩与去年同期相比有所改善,但我们继续受到游轮航行暂停的影响(游轮航行将于 2021 年 7 月开始)以及我们许多迪士尼公园、体验和产品业务的运营能力下降。”</li><li>电话会议将于美国东部时间下午4:30到达。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/news/3729870-disney-stock-jumps-5-as-financials-subscribers-top-street-expectations\">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":{"DIS":"迪士尼"},"source_url":"https://seekingalpha.com/news/3729870-disney-stock-jumps-5-as-financials-subscribers-top-street-expectations","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186962819","content_text":"Walt Disney is up 5.77% after hours following fiscal third-quarter earnings where it topped expectations on top and bottom lines and exceeded forecasts for its subscribers to streaming service Disney+.\n\n\n\nThose subscribers hit 116 million, vs. an expected 112.8 million. Across its streaming services, including Disney+, ESPN+ and Hulu, the company is near 174 million subscribers.\nRevenues grew 45% to $17 billion, and the company swung back to a $995 million profit from last year's $4.84 billion loss.\nEarnings from continuing operations swung to a gain of 50 cents a share from a year-ago loss of $2.61 a share. Adjusted earnings jumped to 80 cents a share from 8 cents a share in the year-ago quarter.\nRevenue by segment: Disney Media and Entertainment Distribution, $12.68 billion (up 18%); Disney Parks, Experiences and Products, $4.34 billion (up 308%).\nThe company warned about the ongoing recovery from the COVID-19 pandemic. On the content side: \"Although most film and television production resumed beginning in the fourth quarter of fiscal 2020, we continue to see disruption of film and television production, as well as live sports events, depending on local circumstances. Fewer theatrical releases and production delays have limited the availability of film content to be sold in the subsequent home entertainment and TV/ SVOD distribution windows.\"\nAs for the Parks, Experiences and Products segment: \"Although results have improved in the current quarter compared to the prior-year quarter from reopening our parks and resorts, we continue to be impacted by the suspension of cruise ship sailings (with an ongoing return of cruise ship sailings beginning in July 2021) and reduced operating capacities across many of our Disney Parks, Experiences and Products businesses.\"\nConference call will come at 4:30 p.m. ET.","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":3414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895111134,"gmtCreate":1628728143028,"gmtModify":1631890593275,"author":{"id":"3581672061336023","authorId":"3581672061336023","name":"DerrickDoge","avatar":"https://static.tigerbbs.com/7512a6d7a73b844ab9bb490e1cca3cb1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581672061336023","authorIdStr":"3581672061336023"},"themes":[],"title":"","htmlText":"Pls fire up tonite.","listText":"Pls fire up tonite.","text":"Pls fire up tonite.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895111134","repostId":"1106699544","repostType":4,"repost":{"id":"1106699544","kind":"news","pubTimestamp":1628723648,"share":"https://www.laohunote.com/m/news/1106699544?lang=zh_CN&edition=full","pubTime":"2021-08-12 07:14","market":"hk","language":"en","title":"Nio Stock: EV Maker's Second-Quarter Loss Narrows as Revenue Rises<blockquote>蔚来股票:随着收入增加,电动汽车制造商第二季度亏损收窄</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106699544","media":"The Street","summary":"Nio beats Wall Street's expectations as second-quarter vehicle sales surge 127%.Nio -Get Report posted better-than-expected second-quarter earnings Wednesday as the Chinese electric vehicle company reported a jump in revenue and raised its guidance.Shares of the Shanghai company were essentially flat at $43.99 in after-hours trading.Nio reported a net loss of 7 cents a share. The adjusted loss coming to 3 cents a share. Analysts surveyed by FactSet were calling for a loss of 9 cents a share.Rev","content":"<p> Nio beats Wall Street's expectations as second-quarter vehicle sales surge 127%. Nio (<b>NIO</b>) -Get Report posted better-than-expected second-quarter earnings Wednesday as the Chinese electric vehicle company reported a jump in revenue and raised its guidance.</p><p><blockquote>蔚来第二季度汽车销量飙升 127%,超出华尔街预期。蔚来(<b>蔚来</b>) -Get 报告周三公布了好于预期的第二季度收益,这家中国电动汽车公司报告收入大幅增长并上调了指引。</blockquote></p><p> Shares of the Shanghai company were essentially flat at $43.99 in after-hours trading.<img src=\"https://static.tigerbbs.com/a746dc007dc46d29bf188a45bbc86aec\" tg-width=\"708\" tg-height=\"524\" referrerpolicy=\"no-referrer\">Nio reported a net loss of 7 cents a share. The adjusted loss coming to 3 cents a share. Analysts surveyed by FactSet were calling for a loss of 9 cents a share.</p><p><blockquote>这家上海公司的股价在盘后交易中基本持平于 43.99 美元。蔚来报告每股净亏损 7 美分。调整后的每股亏损为 3 美分。FactSet 调查的分析师预计每股亏损 9 美分。</blockquote></p><p> Revenue totaled $1.31 billion, up 127.2% from a year ago. The FactSet consensus called for revenue of $1.30 billion.<img src=\"https://static.tigerbbs.com/63e109b5f649ae97d7a9d377b88b71e9\" tg-width=\"1797\" tg-height=\"471\" referrerpolicy=\"no-referrer\">Vehicle sales came to $1.23 billion, up 127% from a year ago.</p><p><blockquote>收入总计13.1亿美元,同比增长127.2%。FactSet 共识要求收入为 13 亿美元。汽车销量达到12.3亿美元,同比增长127%。</blockquote></p><p> The company said the increase in vehicle sales in the quarter was mainly attributed to higher deliveries achieved from more product mix offered to Nio's users.</p><p><blockquote>该公司表示,本季度汽车销量的增长主要归因于向蔚来用户提供的更多产品组合带来的更高交付量。</blockquote></p><p> Niodelivered 7,931 vehicles in July, up 124.5% year-over-year, but down 1.9% from 8,083 in June.<img src=\"https://static.tigerbbs.com/8bf75d58d683b265aadac1f3bad5be7c\" tg-width=\"1690\" tg-height=\"245\" referrerpolicy=\"no-referrer\">For the third quarter, Nio is said it expects to deliver between 23,00 and 25,000 vehicles, up 88.4% to 104.8% from a year ago.</p><p><blockquote>蔚来7月份交付7,931辆汽车,同比增长124.5%,但较6月份的8,083辆下降1.9%。蔚来表示,第三季度预计交付 23,00 至 25,000 辆汽车,比去年同期增长 88.4% 至 104.8%。</blockquote></p><p> Revenue for the third quarter is expected to range from $1.38 billion to $1.49 billion, up 96.9% to 112.8% from a year ago. FactSet is calling for revenue of $1.32 billion.</p><p><blockquote>第三季度营收预计在13.8亿美元至14.9亿美元之间,同比增长96.9%至112.8%。FactSet预计营收为13.2亿美元。</blockquote></p><p> William Bin Li, Nio's founder, chairman and CEO, said in a statement that the company achieved a record-high quarterly delivery of 21,896 vehicles in the second quarter of 2021:</p><p><blockquote>蔚来汽车创始人、董事长兼首席执行官李斌在一份声明中表示,该公司在2021年第二季度实现了创纪录的21,896辆季度交付量:</blockquote></p><p> \"While the global supply chain still faces uncertainties, we have been working closely with our partners to improve the overall supply chain production capacity,\" Bin said. \"We aim to deliver three new products based on the NIO Technology Platform 2.0 in 2022, including ET7, a flagship premium smart electric sedan.\"</p><p><blockquote>“虽然全球供应链仍然面临不确定性,但我们一直在与合作伙伴密切合作,以提高整体供应链生产能力,”宾表示。“我们的目标是在2022年推出三款基于蔚来技术平台2.0的新产品,其中包括旗舰高端智能电动轿车ET7。”</blockquote></p><p> Steven Wei Feng, Nio's chief financial officer, said vehicle margin and gross margin reached 20.3% and 18.6% respectively.</p><p><blockquote>蔚来首席财务官魏峰表示,整车利润率和毛利率分别达到20.3%和18.6%。</blockquote></p><p> The increase of vehicle margin was mainly driven by the increase of vehicle delivery volume, higher average selling price, as well as lower material cost, the company said.</p><p><blockquote>该公司表示,汽车利润率的增长主要是由于汽车交付量的增加、平均售价的上涨以及材料成本的下降。</blockquote></p><p> Last month, Nio saidthat by the end of 2025it planned to add 3,700 battery-swap stations, which would give it 4,000.</p><p><blockquote>上个月,蔚来表示,到 2025 年底,计划增加 3,700 个换电站,使其达到 4,000 个。</blockquote></p><p></p>","source":"lsy1610613172068","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>Nio Stock: EV Maker's Second-Quarter Loss Narrows as Revenue Rises<blockquote>蔚来股票:随着收入增加,电动汽车制造商第二季度亏损收窄</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\">\nNio Stock: EV Maker's Second-Quarter Loss Narrows as Revenue Rises<blockquote>蔚来股票:随着收入增加,电动汽车制造商第二季度亏损收窄</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Street</strong><span class=\"h-time small\">2021-08-12 07:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p> Nio beats Wall Street's expectations as second-quarter vehicle sales surge 127%. Nio (<b>NIO</b>) -Get Report posted better-than-expected second-quarter earnings Wednesday as the Chinese electric vehicle company reported a jump in revenue and raised its guidance.</p><p><blockquote>蔚来第二季度汽车销量飙升 127%,超出华尔街预期。蔚来(<b>蔚来</b>) -Get 报告周三公布了好于预期的第二季度收益,这家中国电动汽车公司报告收入大幅增长并上调了指引。</blockquote></p><p> Shares of the Shanghai company were essentially flat at $43.99 in after-hours trading.<img src=\"https://static.tigerbbs.com/a746dc007dc46d29bf188a45bbc86aec\" tg-width=\"708\" tg-height=\"524\" referrerpolicy=\"no-referrer\">Nio reported a net loss of 7 cents a share. The adjusted loss coming to 3 cents a share. Analysts surveyed by FactSet were calling for a loss of 9 cents a share.</p><p><blockquote>这家上海公司的股价在盘后交易中基本持平于 43.99 美元。蔚来报告每股净亏损 7 美分。调整后的每股亏损为 3 美分。FactSet 调查的分析师预计每股亏损 9 美分。</blockquote></p><p> Revenue totaled $1.31 billion, up 127.2% from a year ago. The FactSet consensus called for revenue of $1.30 billion.<img src=\"https://static.tigerbbs.com/63e109b5f649ae97d7a9d377b88b71e9\" tg-width=\"1797\" tg-height=\"471\" referrerpolicy=\"no-referrer\">Vehicle sales came to $1.23 billion, up 127% from a year ago.</p><p><blockquote>收入总计13.1亿美元,同比增长127.2%。FactSet 共识要求收入为 13 亿美元。汽车销量达到12.3亿美元,同比增长127%。</blockquote></p><p> The company said the increase in vehicle sales in the quarter was mainly attributed to higher deliveries achieved from more product mix offered to Nio's users.</p><p><blockquote>该公司表示,本季度汽车销量的增长主要归因于向蔚来用户提供的更多产品组合带来的更高交付量。</blockquote></p><p> Niodelivered 7,931 vehicles in July, up 124.5% year-over-year, but down 1.9% from 8,083 in June.<img src=\"https://static.tigerbbs.com/8bf75d58d683b265aadac1f3bad5be7c\" tg-width=\"1690\" tg-height=\"245\" referrerpolicy=\"no-referrer\">For the third quarter, Nio is said it expects to deliver between 23,00 and 25,000 vehicles, up 88.4% to 104.8% from a year ago.</p><p><blockquote>蔚来7月份交付7,931辆汽车,同比增长124.5%,但较6月份的8,083辆下降1.9%。蔚来表示,第三季度预计交付 23,00 至 25,000 辆汽车,比去年同期增长 88.4% 至 104.8%。</blockquote></p><p> Revenue for the third quarter is expected to range from $1.38 billion to $1.49 billion, up 96.9% to 112.8% from a year ago. FactSet is calling for revenue of $1.32 billion.</p><p><blockquote>第三季度营收预计在13.8亿美元至14.9亿美元之间,同比增长96.9%至112.8%。FactSet预计营收为13.2亿美元。</blockquote></p><p> William Bin Li, Nio's founder, chairman and CEO, said in a statement that the company achieved a record-high quarterly delivery of 21,896 vehicles in the second quarter of 2021:</p><p><blockquote>蔚来汽车创始人、董事长兼首席执行官李斌在一份声明中表示,该公司在2021年第二季度实现了创纪录的21,896辆季度交付量:</blockquote></p><p> \"While the global supply chain still faces uncertainties, we have been working closely with our partners to improve the overall supply chain production capacity,\" Bin said. \"We aim to deliver three new products based on the NIO Technology Platform 2.0 in 2022, including ET7, a flagship premium smart electric sedan.\"</p><p><blockquote>“虽然全球供应链仍然面临不确定性,但我们一直在与合作伙伴密切合作,以提高整体供应链生产能力,”宾表示。“我们的目标是在2022年推出三款基于蔚来技术平台2.0的新产品,其中包括旗舰高端智能电动轿车ET7。”</blockquote></p><p> Steven Wei Feng, Nio's chief financial officer, said vehicle margin and gross margin reached 20.3% and 18.6% respectively.</p><p><blockquote>蔚来首席财务官魏峰表示,整车利润率和毛利率分别达到20.3%和18.6%。</blockquote></p><p> The increase of vehicle margin was mainly driven by the increase of vehicle delivery volume, higher average selling price, as well as lower material cost, the company said.</p><p><blockquote>该公司表示,汽车利润率的增长主要是由于汽车交付量的增加、平均售价的上涨以及材料成本的下降。</blockquote></p><p> Last month, Nio saidthat by the end of 2025it planned to add 3,700 battery-swap stations, which would give it 4,000.</p><p><blockquote>上个月,蔚来表示,到 2025 年底,计划增加 3,700 个换电站,使其达到 4,000 个。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.thestreet.com/investing/nio-stock-ev-makers-second-quarter-loss-narrows-as-revenue-rises\">The Street</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":{"NIO":"蔚来"},"source_url":"https://www.thestreet.com/investing/nio-stock-ev-makers-second-quarter-loss-narrows-as-revenue-rises","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106699544","content_text":"Nio beats Wall Street's expectations as second-quarter vehicle sales surge 127%.\n\nNio (NIO) -Get Report posted better-than-expected second-quarter earnings Wednesday as the Chinese electric vehicle company reported a jump in revenue and raised its guidance.\nShares of the Shanghai company were essentially flat at $43.99 in after-hours trading.Nio reported a net loss of 7 cents a share. The adjusted loss coming to 3 cents a share. Analysts surveyed by FactSet were calling for a loss of 9 cents a share.\nRevenue totaled $1.31 billion, up 127.2% from a year ago. The FactSet consensus called for revenue of $1.30 billion.Vehicle sales came to $1.23 billion, up 127% from a year ago.\nThe company said the increase in vehicle sales in the quarter was mainly attributed to higher deliveries achieved from more product mix offered to Nio's users.\nNiodelivered 7,931 vehicles in July, up 124.5% year-over-year, but down 1.9% from 8,083 in June.For the third quarter, Nio is said it expects to deliver between 23,00 and 25,000 vehicles, up 88.4% to 104.8% from a year ago.\nRevenue for the third quarter is expected to range from $1.38 billion to $1.49 billion, up 96.9% to 112.8% from a year ago. FactSet is calling for revenue of $1.32 billion.\nWilliam Bin Li, Nio's founder, chairman and CEO, said in a statement that the company achieved a record-high quarterly delivery of 21,896 vehicles in the second quarter of 2021:\n\"While the global supply chain still faces uncertainties, we have been working closely with our partners to improve the overall supply chain production capacity,\" Bin said. \"We aim to deliver three new products based on the NIO Technology Platform 2.0 in 2022, including ET7, a flagship premium smart electric sedan.\"\nSteven Wei Feng, Nio's chief financial officer, said vehicle margin and gross margin reached 20.3% and 18.6% respectively.\nThe increase of vehicle margin was mainly driven by the increase of vehicle delivery volume, higher average selling price, as well as lower material cost, the company said.\nLast month, Nio saidthat by the end of 2025it planned to add 3,700 battery-swap stations, which would give it 4,000.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892320350,"gmtCreate":1628639965770,"gmtModify":1631885101738,"author":{"id":"3581672061336023","authorId":"3581672061336023","name":"DerrickDoge","avatar":"https://static.tigerbbs.com/7512a6d7a73b844ab9bb490e1cca3cb1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581672061336023","authorIdStr":"3581672061336023"},"themes":[],"title":"","htmlText":"Time to fire up.","listText":"Time to fire up.","text":"Time to fire up.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892320350","repostId":"1198801747","repostType":4,"isVote":1,"tweetType":1,"viewCount":3624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807061995,"gmtCreate":1627989398417,"gmtModify":1631890593277,"author":{"id":"3581672061336023","authorId":"3581672061336023","name":"DerrickDoge","avatar":"https://static.tigerbbs.com/7512a6d7a73b844ab9bb490e1cca3cb1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581672061336023","authorIdStr":"3581672061336023"},"themes":[],"title":"","htmlText":"Keep growing.","listText":"Keep growing.","text":"Keep growing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807061995","repostId":"1169635195","repostType":4,"repost":{"id":"1169635195","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":1627988246,"share":"https://www.laohunote.com/m/news/1169635195?lang=zh_CN&edition=full","pubTime":"2021-08-03 18:57","market":"us","language":"en","title":"Alibaba EPS beats by RMB2.27, misses on revenue<blockquote>阿里巴巴-SW每股收益超过预期人民币2.27元,营收不及预期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169635195","media":"Tiger Newspress","summary":" $Alibaba$ posted financial result in premarket, which showed that:. Alibaba Q1 revenue RMB205.74 bln vs. RMB153.75 bln a year ago; FactSet consensus RMB209.11 bln.Alibaba Q1 adj. EPS RMB16.60 vs. RMB14.82 a year ago; FactSet consensus RMB14.33.Revenue was RMB205,740 million , an increase of 34% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 22% year-over-year to RMB187,306 million .Annual active consumersof the Alibaba Ecosystem across the world reached app","content":"<p>(August 3) <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> posted financial result in premarket, which showed that:</p><p><blockquote>(8月3日)<a href=\"https://laohu8.com/S/BABA\">阿里巴巴-SW</a>盘前公布的财务业绩显示:</blockquote></p><p> Alibaba Q1 revenue RMB205.74 bln vs. RMB153.75 bln a year ago; FactSet consensus RMB209.11 bln.</p><p><blockquote>阿里巴巴-SW第一季度营收为2057.4亿元,去年同期为1537.5亿元;FactSet共识人民币209.11亿元。</blockquote></p><p> Alibaba Q1 adj. EPS RMB16.60 vs. RMB14.82 a year ago; FactSet consensus RMB14.33.</p><p><blockquote>阿里巴巴-SW第一季度调整。每股收益为16.60元,去年同期为14.82元;FactSet共识人民币14.33元。</blockquote></p><p> <b>BUSINESS HIGHLIGHTS</b></p><p><blockquote><b>业务亮点</b></blockquote></p><p> <b>In the quarter ended June 30, 2021:</b></p><p><blockquote><b>截至2021年6月30日止季度:</b></blockquote></p><p> <ul> <li><b>Revenue</b> was RMB205,740 million (US$31,865 million), an increase of 34% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 22% year-over-year to RMB187,306 million (US$29,010 million).</li> <li><b>Annual active consumers</b>of the Alibaba Ecosystem across the world reached approximately 1.18 billion for the twelve months ended June 30, 2021, an increase of 45 million from the twelve months ended March 31, 2021. This includes 912 million consumers in China1and 265 million consumers overseas served by Lazada, AliExpress, Trendyol and Daraz.</li> <li><b>Income from operations</b> was RMB30,847 million (US$4,778 million), a decrease of 11% year-over-year.<b>Adjusted EBITDA</b>, a non-GAAP measurement, decreased 5% year-over-year to RMB48,628 million (US$7,532 million).<b>Adjusted EBITA</b>, a non-GAAP measurement, decreased 8% year-over-year to RMB41,731 million (US$6,463 million). The year-over-year decreases were primarily due to our investments in strategic areas to capture incremental opportunities, such as Community Marketplaces, Taobao Deals, Local Consumer Services and Lazada, as well as our increased spending on growth initiatives within China retail marketplaces, such as Idle Fish and Taobao Live, and our support to merchants.</li> <li><b>Net income attributable to ordinary shareholders</b> was RMB45,141 million (US$6,991 million),and<b>net income</b>was RMB42,835 million (US$6,634 million).<b>Non-GAAP net income</b> was RMB43,441 million (US$6,728 million), an increase of 10% year-over-year, mainly due to an increase in share of profit of equity method investees.</li> <li><b>Diluted earnings per ADS</b> was RMB16.38 (US$2.54) and<b>diluted earnings per share</b>was RMB2.05 (US$0.32 or HK$2.46).<b>Non-GAAP diluted earnings per ADS</b>was RMB16.60 (US$2.57), an increase of 12% year-over-year and<b>non-GAAP diluted earnings per share</b>was RMB2.08 (US$0.32 or HK$2.50), an increase of 12% year-over-year.</li> <li><b>Net cashprovided by operating activities</b> was RMB33,603 million (US$5,204 million).<b>Non-GAAP free cash flow</b>was RMB20,683 million (US$3,203 million), a decrease compared to RMB36,570 million in the same quarter of 2020, mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million fine levied earlier this year by China’s State Administration for Market Regulation pursuant to China’s Anti-monopoly Law (the “Anti-monopoly Fine”) and a decrease in profit as a result of our investments in key strategic areas.</li> </ul> <img src=\"https://static.tigerbbs.com/11aa08a1ccb4f80e6867c7e7631297c8\" tg-width=\"719\" tg-height=\"863\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li><b>收入</b>为人民币2057.40亿元(318.65亿美元),同比增长34%。剔除高鑫艺术的合并,我们的收入将同比增长22%至人民币1873.06亿元(290.10亿美元)。</li><li><b>年度活跃消费者</b>截至2021年6月30日止12个月,全球阿里巴巴-SW生态系统的数量约为11.8亿,比截至2021年3月31日止12个月增加了4500万。这包括Lazada、速卖通、Trendyol和Daraz服务的中国9.12亿消费者和2.65亿海外消费者。</li><li><b>营业收入</b>为人民币308.47亿元(47.78亿美元),同比下降11%。<b>调整后 EBITDA</b>非 GAAP 衡量标准同比下降 5% 至人民币 486.28 亿元(75.32 亿美元)。<b>经调整EBITA</b>非 GAAP 衡量标准同比下降 8% 至人民币 417.31 亿元(64.63 亿美元)。同比减少主要由于我们在策略领域进行投资以抓住增量机会,如社区市场、淘宝优惠、本地消费者服务和Lazada,以及我们在中国零售市场(如闲鱼和淘宝直播)内的增长计划支出增加,以及我们对商家的支持。</li><li><b>归属于普通股股东的净利润</b>为人民币451.41亿元(69.91亿美元),<b>净收入</b>为人民币428.35亿元(66.34亿美元)。<b>非公认会计准则净利润</b>为人民币434.41亿元(67.28亿美元),同比增长10%,主要由于权益法投资单位应占利润增加所致。</li><li><b>每股美国存托凭证摊薄收益</b>为人民币16.38元(2.54美元)及<b>稀释每股盈利</b>为人民币2.05元(0.32美元或2.46港元)。<b>非 GAAP 稀释每股 ADS 收益</b>为人民币16.60元(2.57美元),同比增长12%;<b>非 GAAP 稀释每股收益</b>为人民币2.08元(0.32美元或2.50港元),同比增长12%。</li><li><b>经营活动提供的现金净额</b>为人民币336.03亿元(52.04亿美元)。<b>非 GAAP 自由现金流</b>为人民币206.83亿元(32.03亿美元),较二零二零年同一季度的人民币365.70亿元有所减少,主要由于中国国家市场监督管理总局今年早些时候根据中国《反垄断法》开出的人民币182.28亿元罚款(「反垄断罚款」)部分结清金额为人民币91.14亿元(14.12亿美元),以及我们在关键战略领域的投资导致利润减少。</li></ul></blockquote></p><p> <b>China Retail Marketplaces</b></p><p><blockquote><b>中国零售市场</b></blockquote></p><p> In June 2021, Alibaba's China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million.</p><p><blockquote>2021年6月,阿里巴巴中国零售市场拥有9.39亿移动MAU,季度净增1400万。</blockquote></p><p> <b>Cloud Computing</b></p><p><blockquote><b>云计算</b></blockquote></p><p> In the June 2021 quarter, our cloud computing revenue grew 29% year-over-year to RMB16,051 million (US$2,486 million), primarily driven by robust growth in revenue from customers in the Internet, financial services and retail industries.</p><p><blockquote>在2021年6月季度,我们的云计算收入同比增长29%至人民币160.51亿元(24.86亿美元),主要得益于来自互联网、金融服务和零售行业客户的收入强劲增长。</blockquote></p><p> <b>Cash Flow from Operating Activities and Free Cash Flow</b></p><p><blockquote><b>经营活动现金流量及自由现金流量</b></blockquote></p><p> In the quarter ended June 30, 2021, net cash provided by operating activities was RMB33,603 million (US$5,204 million), a decrease compared to RMB50,099 million in the same quarter of 2020. Free cash flow, a non-GAAP measurement of liquidity, decreased to RMB20,683 million (US$3,203 million), from RMB36,570 million in the same quarter of 2020. The year-over-year decreases were mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million Anti-monopoly Fine and a decrease in profit as a result of our investments in key strategic areas. A reconciliation of net cash provided by operating activities to free cash flow is included at the end of this results announcement.</p><p><blockquote>截至2021年6月30日止季度,经营活动提供的现金净额为人民币336.03亿元(52.04亿美元),低于2020年同季度的人民币500.99亿元。自由现金流(一种非 GAAP 流动性衡量标准)从 2020 年同季度的人民币 365.7 亿元下降至人民币 206.83 亿元(32.03 亿美元)。同比减少主要由于人民币182.28亿元的反垄断罚款人民币91.14亿元(合14.12亿美元)的部分结算,以及我们在关键战略领域的投资导致利润减少。经营活动提供的净现金与自由现金流的对账列于本业绩公告末尾。</blockquote></p><p> <b>Increasing Share Repurchases</b></p><p><blockquote><b>增加股票回购</b></blockquote></p><p> Since April 1, 2021 and through the publication of this results announcement, we repurchased approximately 18.1 million of our ADSs (the equivalent of approximately 144.5 million of our ordinary shares) for approximately US$3,680 million under our share repurchase program. In addition, on August 2, 2021, our board of directors authorized the Company to upsize our Company's share repurchase program from US$10 billion to US$15 billion. This share repurchase program will be effective through the end of 2022.</p><p><blockquote>自2021年4月1日起及透过本业绩公告刊发,我们根据股份购回计划以约3,680百万美元购回约18.1百万股美国存讬股份(相当于约144.5百万股普通股)。此外,于2021年8月2日,我们的董事会授权本公司将本公司的股份回购计划规模从100亿美元扩大至150亿美元。该股份回购计划将于2022年底生效。</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/58bf53593de78f5f6e4fa1096d7aae94\" tg-width=\"757\" tg-height=\"793\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”</p><p><blockquote>我们正在将股票回购计划从 100 亿美元增加到 150 亿美元,这是公司历史上最大的股票回购计划,因为我们对长期增长前景充满信心。我们的净现金状况依然强劲,自2021年4月1日以来,我们已购回约37亿美元的美国存托凭证。”</blockquote></p><p> In June 2021, our China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million. We continue to increase penetration in less-developed areas, reflecting our success in broadening product offerings to meet diverse consumer demand.</p><p><blockquote>2021年6月,我们的中国零售市场拥有9.39亿个移动端MAU,季度净增1400万个。我们继续扩大在欠发达地区的渗透率,反映了我们在扩大产品范围以满足多元化消费者需求方面的成功。</blockquote></p><p> “Alibaba started the new fiscal year by delivering a healthy quarter. For the June quarter, global annual active consumers across the Alibaba Ecosystem reached 1.18 billion, an increase of 45 million from the March quarter, which includes 912 million consumers in China. Over more than twenty years of growth, we have developed a company that spans across both consumer and industrial Internet, with multiple engines driving our long-term growth,” said Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group. “We believe in the growth of the Chinese economy and long-term value creation of Alibaba, and we will continue to strengthen our technology advantage in improving the consumer experience and helping our enterprise customers to accomplish successful digital transformations.”</p><p><blockquote>“阿里巴巴-SW以健康的季度开启了新的财年。6 月份的季度,阿里巴巴-SW生态系统的全球年度活跃消费者达到 11.8 亿,比 3 月份的季度增加了 4500 万,其中包括 9.12 亿中国区消费者。经过二十多年的发展,我们已经发展成为一家横跨消费互联网和工业互联网的公司,多重引擎推动着我们的长期增长,”张勇集团董事长兼首席执行官阿里巴巴-SW说。“我们相信中国经济的增长和阿里巴巴-SW的长期价值创造,我们将继续加强我们在改善消费者体验和帮助企业客户成功实现数字化转型方面的技术优势。”</blockquote></p><p> “We delivered strong revenue growth of 34% year-over-year. As we said in last quarter's results announcement, we are investing our excess profits and additional capital to support our merchants and invest in strategic areas to better serve customers and penetrate into new addressable markets,” said Maggie Wu, Chief Financial Officer of Alibaba Group. “We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”</p><p><blockquote>“我们实现了 34% 的强劲收入同比增长。正如我们在上一季度业绩公告中所说,我们正在将超额利润和额外资本投资于支持我们的商家,并投资于战略领域,以更好地服务客户并打入新的潜在市场,”阿里巴巴-SW集团首席财务官 Maggie Wu 说。“我们正在将股票回购计划从 100 亿美元增加到 150 亿美元,这是公司历史上最大的股票回购计划,因为我们对长期增长前景充满信心。自 2021 年 4 月 1 日以来,我们已回购了约 37 亿美元的美国存托凭证”。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba EPS beats by RMB2.27, misses on revenue<blockquote>阿里巴巴-SW每股收益超过预期人民币2.27元,营收不及预期</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba EPS beats by RMB2.27, misses on revenue<blockquote>阿里巴巴-SW每股收益超过预期人民币2.27元,营收不及预期</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-03 18:57</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(August 3) <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> posted financial result in premarket, which showed that:</p><p><blockquote>(8月3日)<a href=\"https://laohu8.com/S/BABA\">阿里巴巴-SW</a>盘前公布的财务业绩显示:</blockquote></p><p> Alibaba Q1 revenue RMB205.74 bln vs. RMB153.75 bln a year ago; FactSet consensus RMB209.11 bln.</p><p><blockquote>阿里巴巴-SW第一季度营收为2057.4亿元,去年同期为1537.5亿元;FactSet共识人民币209.11亿元。</blockquote></p><p> Alibaba Q1 adj. EPS RMB16.60 vs. RMB14.82 a year ago; FactSet consensus RMB14.33.</p><p><blockquote>阿里巴巴-SW第一季度调整。每股收益为16.60元,去年同期为14.82元;FactSet共识人民币14.33元。</blockquote></p><p> <b>BUSINESS HIGHLIGHTS</b></p><p><blockquote><b>业务亮点</b></blockquote></p><p> <b>In the quarter ended June 30, 2021:</b></p><p><blockquote><b>截至2021年6月30日止季度:</b></blockquote></p><p> <ul> <li><b>Revenue</b> was RMB205,740 million (US$31,865 million), an increase of 34% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 22% year-over-year to RMB187,306 million (US$29,010 million).</li> <li><b>Annual active consumers</b>of the Alibaba Ecosystem across the world reached approximately 1.18 billion for the twelve months ended June 30, 2021, an increase of 45 million from the twelve months ended March 31, 2021. This includes 912 million consumers in China1and 265 million consumers overseas served by Lazada, AliExpress, Trendyol and Daraz.</li> <li><b>Income from operations</b> was RMB30,847 million (US$4,778 million), a decrease of 11% year-over-year.<b>Adjusted EBITDA</b>, a non-GAAP measurement, decreased 5% year-over-year to RMB48,628 million (US$7,532 million).<b>Adjusted EBITA</b>, a non-GAAP measurement, decreased 8% year-over-year to RMB41,731 million (US$6,463 million). The year-over-year decreases were primarily due to our investments in strategic areas to capture incremental opportunities, such as Community Marketplaces, Taobao Deals, Local Consumer Services and Lazada, as well as our increased spending on growth initiatives within China retail marketplaces, such as Idle Fish and Taobao Live, and our support to merchants.</li> <li><b>Net income attributable to ordinary shareholders</b> was RMB45,141 million (US$6,991 million),and<b>net income</b>was RMB42,835 million (US$6,634 million).<b>Non-GAAP net income</b> was RMB43,441 million (US$6,728 million), an increase of 10% year-over-year, mainly due to an increase in share of profit of equity method investees.</li> <li><b>Diluted earnings per ADS</b> was RMB16.38 (US$2.54) and<b>diluted earnings per share</b>was RMB2.05 (US$0.32 or HK$2.46).<b>Non-GAAP diluted earnings per ADS</b>was RMB16.60 (US$2.57), an increase of 12% year-over-year and<b>non-GAAP diluted earnings per share</b>was RMB2.08 (US$0.32 or HK$2.50), an increase of 12% year-over-year.</li> <li><b>Net cashprovided by operating activities</b> was RMB33,603 million (US$5,204 million).<b>Non-GAAP free cash flow</b>was RMB20,683 million (US$3,203 million), a decrease compared to RMB36,570 million in the same quarter of 2020, mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million fine levied earlier this year by China’s State Administration for Market Regulation pursuant to China’s Anti-monopoly Law (the “Anti-monopoly Fine”) and a decrease in profit as a result of our investments in key strategic areas.</li> </ul> <img src=\"https://static.tigerbbs.com/11aa08a1ccb4f80e6867c7e7631297c8\" tg-width=\"719\" tg-height=\"863\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li><b>收入</b>为人民币2057.40亿元(318.65亿美元),同比增长34%。剔除高鑫艺术的合并,我们的收入将同比增长22%至人民币1873.06亿元(290.10亿美元)。</li><li><b>年度活跃消费者</b>截至2021年6月30日止12个月,全球阿里巴巴-SW生态系统的数量约为11.8亿,比截至2021年3月31日止12个月增加了4500万。这包括Lazada、速卖通、Trendyol和Daraz服务的中国9.12亿消费者和2.65亿海外消费者。</li><li><b>营业收入</b>为人民币308.47亿元(47.78亿美元),同比下降11%。<b>调整后 EBITDA</b>非 GAAP 衡量标准同比下降 5% 至人民币 486.28 亿元(75.32 亿美元)。<b>经调整EBITA</b>非 GAAP 衡量标准同比下降 8% 至人民币 417.31 亿元(64.63 亿美元)。同比减少主要由于我们在策略领域进行投资以抓住增量机会,如社区市场、淘宝优惠、本地消费者服务和Lazada,以及我们在中国零售市场(如闲鱼和淘宝直播)内的增长计划支出增加,以及我们对商家的支持。</li><li><b>归属于普通股股东的净利润</b>为人民币451.41亿元(69.91亿美元),<b>净收入</b>为人民币428.35亿元(66.34亿美元)。<b>非公认会计准则净利润</b>为人民币434.41亿元(67.28亿美元),同比增长10%,主要由于权益法投资单位应占利润增加所致。</li><li><b>每股美国存托凭证摊薄收益</b>为人民币16.38元(2.54美元)及<b>稀释每股盈利</b>为人民币2.05元(0.32美元或2.46港元)。<b>非 GAAP 稀释每股 ADS 收益</b>为人民币16.60元(2.57美元),同比增长12%;<b>非 GAAP 稀释每股收益</b>为人民币2.08元(0.32美元或2.50港元),同比增长12%。</li><li><b>经营活动提供的现金净额</b>为人民币336.03亿元(52.04亿美元)。<b>非 GAAP 自由现金流</b>为人民币206.83亿元(32.03亿美元),较二零二零年同一季度的人民币365.70亿元有所减少,主要由于中国国家市场监督管理总局今年早些时候根据中国《反垄断法》开出的人民币182.28亿元罚款(「反垄断罚款」)部分结清金额为人民币91.14亿元(14.12亿美元),以及我们在关键战略领域的投资导致利润减少。</li></ul></blockquote></p><p> <b>China Retail Marketplaces</b></p><p><blockquote><b>中国零售市场</b></blockquote></p><p> In June 2021, Alibaba's China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million.</p><p><blockquote>2021年6月,阿里巴巴中国零售市场拥有9.39亿移动MAU,季度净增1400万。</blockquote></p><p> <b>Cloud Computing</b></p><p><blockquote><b>云计算</b></blockquote></p><p> In the June 2021 quarter, our cloud computing revenue grew 29% year-over-year to RMB16,051 million (US$2,486 million), primarily driven by robust growth in revenue from customers in the Internet, financial services and retail industries.</p><p><blockquote>在2021年6月季度,我们的云计算收入同比增长29%至人民币160.51亿元(24.86亿美元),主要得益于来自互联网、金融服务和零售行业客户的收入强劲增长。</blockquote></p><p> <b>Cash Flow from Operating Activities and Free Cash Flow</b></p><p><blockquote><b>经营活动现金流量及自由现金流量</b></blockquote></p><p> In the quarter ended June 30, 2021, net cash provided by operating activities was RMB33,603 million (US$5,204 million), a decrease compared to RMB50,099 million in the same quarter of 2020. Free cash flow, a non-GAAP measurement of liquidity, decreased to RMB20,683 million (US$3,203 million), from RMB36,570 million in the same quarter of 2020. The year-over-year decreases were mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million Anti-monopoly Fine and a decrease in profit as a result of our investments in key strategic areas. A reconciliation of net cash provided by operating activities to free cash flow is included at the end of this results announcement.</p><p><blockquote>截至2021年6月30日止季度,经营活动提供的现金净额为人民币336.03亿元(52.04亿美元),低于2020年同季度的人民币500.99亿元。自由现金流(一种非 GAAP 流动性衡量标准)从 2020 年同季度的人民币 365.7 亿元下降至人民币 206.83 亿元(32.03 亿美元)。同比减少主要由于人民币182.28亿元的反垄断罚款人民币91.14亿元(合14.12亿美元)的部分结算,以及我们在关键战略领域的投资导致利润减少。经营活动提供的净现金与自由现金流的对账列于本业绩公告末尾。</blockquote></p><p> <b>Increasing Share Repurchases</b></p><p><blockquote><b>增加股票回购</b></blockquote></p><p> Since April 1, 2021 and through the publication of this results announcement, we repurchased approximately 18.1 million of our ADSs (the equivalent of approximately 144.5 million of our ordinary shares) for approximately US$3,680 million under our share repurchase program. In addition, on August 2, 2021, our board of directors authorized the Company to upsize our Company's share repurchase program from US$10 billion to US$15 billion. This share repurchase program will be effective through the end of 2022.</p><p><blockquote>自2021年4月1日起及透过本业绩公告刊发,我们根据股份购回计划以约3,680百万美元购回约18.1百万股美国存讬股份(相当于约144.5百万股普通股)。此外,于2021年8月2日,我们的董事会授权本公司将本公司的股份回购计划规模从100亿美元扩大至150亿美元。该股份回购计划将于2022年底生效。</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/58bf53593de78f5f6e4fa1096d7aae94\" tg-width=\"757\" tg-height=\"793\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”</p><p><blockquote>我们正在将股票回购计划从 100 亿美元增加到 150 亿美元,这是公司历史上最大的股票回购计划,因为我们对长期增长前景充满信心。我们的净现金状况依然强劲,自2021年4月1日以来,我们已购回约37亿美元的美国存托凭证。”</blockquote></p><p> In June 2021, our China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million. We continue to increase penetration in less-developed areas, reflecting our success in broadening product offerings to meet diverse consumer demand.</p><p><blockquote>2021年6月,我们的中国零售市场拥有9.39亿个移动端MAU,季度净增1400万个。我们继续扩大在欠发达地区的渗透率,反映了我们在扩大产品范围以满足多元化消费者需求方面的成功。</blockquote></p><p> “Alibaba started the new fiscal year by delivering a healthy quarter. For the June quarter, global annual active consumers across the Alibaba Ecosystem reached 1.18 billion, an increase of 45 million from the March quarter, which includes 912 million consumers in China. Over more than twenty years of growth, we have developed a company that spans across both consumer and industrial Internet, with multiple engines driving our long-term growth,” said Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group. “We believe in the growth of the Chinese economy and long-term value creation of Alibaba, and we will continue to strengthen our technology advantage in improving the consumer experience and helping our enterprise customers to accomplish successful digital transformations.”</p><p><blockquote>“阿里巴巴-SW以健康的季度开启了新的财年。6 月份的季度,阿里巴巴-SW生态系统的全球年度活跃消费者达到 11.8 亿,比 3 月份的季度增加了 4500 万,其中包括 9.12 亿中国区消费者。经过二十多年的发展,我们已经发展成为一家横跨消费互联网和工业互联网的公司,多重引擎推动着我们的长期增长,”张勇集团董事长兼首席执行官阿里巴巴-SW说。“我们相信中国经济的增长和阿里巴巴-SW的长期价值创造,我们将继续加强我们在改善消费者体验和帮助企业客户成功实现数字化转型方面的技术优势。”</blockquote></p><p> “We delivered strong revenue growth of 34% year-over-year. As we said in last quarter's results announcement, we are investing our excess profits and additional capital to support our merchants and invest in strategic areas to better serve customers and penetrate into new addressable markets,” said Maggie Wu, Chief Financial Officer of Alibaba Group. “We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”</p><p><blockquote>“我们实现了 34% 的强劲收入同比增长。正如我们在上一季度业绩公告中所说,我们正在将超额利润和额外资本投资于支持我们的商家,并投资于战略领域,以更好地服务客户并打入新的潜在市场,”阿里巴巴-SW集团首席财务官 Maggie Wu 说。“我们正在将股票回购计划从 100 亿美元增加到 150 亿美元,这是公司历史上最大的股票回购计划,因为我们对长期增长前景充满信心。自 2021 年 4 月 1 日以来,我们已回购了约 37 亿美元的美国存托凭证”。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169635195","content_text":"(August 3) Alibaba posted financial result in premarket, which showed that:\nAlibaba Q1 revenue RMB205.74 bln vs. RMB153.75 bln a year ago; FactSet consensus RMB209.11 bln.\nAlibaba Q1 adj. EPS RMB16.60 vs. RMB14.82 a year ago; FactSet consensus RMB14.33.\nBUSINESS HIGHLIGHTS\nIn the quarter ended June 30, 2021:\n\nRevenue was RMB205,740 million (US$31,865 million), an increase of 34% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 22% year-over-year to RMB187,306 million (US$29,010 million).\nAnnual active consumersof the Alibaba Ecosystem across the world reached approximately 1.18 billion for the twelve months ended June 30, 2021, an increase of 45 million from the twelve months ended March 31, 2021. This includes 912 million consumers in China1and 265 million consumers overseas served by Lazada, AliExpress, Trendyol and Daraz.\nIncome from operations was RMB30,847 million (US$4,778 million), a decrease of 11% year-over-year.Adjusted EBITDA, a non-GAAP measurement, decreased 5% year-over-year to RMB48,628 million (US$7,532 million).Adjusted EBITA, a non-GAAP measurement, decreased 8% year-over-year to RMB41,731 million (US$6,463 million). The year-over-year decreases were primarily due to our investments in strategic areas to capture incremental opportunities, such as Community Marketplaces, Taobao Deals, Local Consumer Services and Lazada, as well as our increased spending on growth initiatives within China retail marketplaces, such as Idle Fish and Taobao Live, and our support to merchants.\nNet income attributable to ordinary shareholders was RMB45,141 million (US$6,991 million),andnet incomewas RMB42,835 million (US$6,634 million).Non-GAAP net income was RMB43,441 million (US$6,728 million), an increase of 10% year-over-year, mainly due to an increase in share of profit of equity method investees.\nDiluted earnings per ADS was RMB16.38 (US$2.54) anddiluted earnings per sharewas RMB2.05 (US$0.32 or HK$2.46).Non-GAAP diluted earnings per ADSwas RMB16.60 (US$2.57), an increase of 12% year-over-year andnon-GAAP diluted earnings per sharewas RMB2.08 (US$0.32 or HK$2.50), an increase of 12% year-over-year.\nNet cashprovided by operating activities was RMB33,603 million (US$5,204 million).Non-GAAP free cash flowwas RMB20,683 million (US$3,203 million), a decrease compared to RMB36,570 million in the same quarter of 2020, mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million fine levied earlier this year by China’s State Administration for Market Regulation pursuant to China’s Anti-monopoly Law (the “Anti-monopoly Fine”) and a decrease in profit as a result of our investments in key strategic areas.\n\n\nChina Retail Marketplaces\nIn June 2021, Alibaba's China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million.\nCloud Computing\nIn the June 2021 quarter, our cloud computing revenue grew 29% year-over-year to RMB16,051 million (US$2,486 million), primarily driven by robust growth in revenue from customers in the Internet, financial services and retail industries.\nCash Flow from Operating Activities and Free Cash Flow\nIn the quarter ended June 30, 2021, net cash provided by operating activities was RMB33,603 million (US$5,204 million), a decrease compared to RMB50,099 million in the same quarter of 2020. Free cash flow, a non-GAAP measurement of liquidity, decreased to RMB20,683 million (US$3,203 million), from RMB36,570 million in the same quarter of 2020. The year-over-year decreases were mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million Anti-monopoly Fine and a decrease in profit as a result of our investments in key strategic areas. A reconciliation of net cash provided by operating activities to free cash flow is included at the end of this results announcement.\nIncreasing Share Repurchases\nSince April 1, 2021 and through the publication of this results announcement, we repurchased approximately 18.1 million of our ADSs (the equivalent of approximately 144.5 million of our ordinary shares) for approximately US$3,680 million under our share repurchase program. In addition, on August 2, 2021, our board of directors authorized the Company to upsize our Company's share repurchase program from US$10 billion to US$15 billion. This share repurchase program will be effective through the end of 2022.\n\nWe are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”\nIn June 2021, our China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million. We continue to increase penetration in less-developed areas, reflecting our success in broadening product offerings to meet diverse consumer demand.\n“Alibaba started the new fiscal year by delivering a healthy quarter. For the June quarter, global annual active consumers across the Alibaba Ecosystem reached 1.18 billion, an increase of 45 million from the March quarter, which includes 912 million consumers in China. Over more than twenty years of growth, we have developed a company that spans across both consumer and industrial Internet, with multiple engines driving our long-term growth,” said Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group. “We believe in the growth of the Chinese economy and long-term value creation of Alibaba, and we will continue to strengthen our technology advantage in improving the consumer experience and helping our enterprise customers to accomplish successful digital transformations.”\n“We delivered strong revenue growth of 34% year-over-year. As we said in last quarter's results announcement, we are investing our excess profits and additional capital to support our merchants and invest in strategic areas to better serve customers and penetrate into new addressable markets,” said Maggie Wu, Chief Financial Officer of Alibaba Group. “We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":3731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802928257,"gmtCreate":1627708802279,"gmtModify":1631890593280,"author":{"id":"3581672061336023","authorId":"3581672061336023","name":"DerrickDoge","avatar":"https://static.tigerbbs.com/7512a6d7a73b844ab9bb490e1cca3cb1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581672061336023","authorIdStr":"3581672061336023"},"themes":[],"title":"","htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/802928257","repostId":"1166392380","repostType":4,"isVote":1,"tweetType":1,"viewCount":3533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808968780,"gmtCreate":1627551692240,"gmtModify":1631890593283,"author":{"id":"3581672061336023","authorId":"3581672061336023","name":"DerrickDoge","avatar":"https://static.tigerbbs.com/7512a6d7a73b844ab9bb490e1cca3cb1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581672061336023","authorIdStr":"3581672061336023"},"themes":[],"title":"","htmlText":"Keep it up.","listText":"Keep it up.","text":"Keep it up.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808968780","repostId":"1139723875","repostType":4,"repost":{"id":"1139723875","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":1627546480,"share":"https://www.laohunote.com/m/news/1139723875?lang=zh_CN&edition=full","pubTime":"2021-07-29 16:14","market":"us","language":"en","title":"Hot Chinese concept stocks continued to rebound in premarket trading<blockquote>热门中国概念股在盘前交易中继续反弹</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1139723875","media":"Tiger Newspress","summary":"Hot Chinese concept stocks continue to rebound in premarket trading.Alibaba,JD.com, Pinduoduo,Baidu,DiDi Global,Nio,Xpeng Motors and Li Auto climbed between 3% and 5%.","content":"<p>Hot Chinese concept stocks continue to rebound in premarket trading.Alibaba,JD.com, Pinduoduo,Baidu,DiDi Global,Nio,Xpeng Motors and Li Auto climbed between 3% and 5%.</p><p><blockquote>热门中概股在盘前交易中继续反弹。阿里巴巴、京东、拼多多、百度、滴滴全球、蔚来、小鹏汽车、理想汽车上涨3%至5%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3dc6bb3705cde0480ddf762a452a7177\" tg-width=\"371\" tg-height=\"600\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hot Chinese concept stocks continued to rebound in premarket 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class=\"h-time smaller\">2021-07-29 16:14</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Hot Chinese concept stocks continue to rebound in premarket trading.Alibaba,JD.com, Pinduoduo,Baidu,DiDi Global,Nio,Xpeng Motors and Li Auto climbed between 3% and 5%.</p><p><blockquote>热门中概股在盘前交易中继续反弹。阿里巴巴、京东、拼多多、百度、滴滴全球、蔚来、小鹏汽车、理想汽车上涨3%至5%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3dc6bb3705cde0480ddf762a452a7177\" tg-width=\"371\" tg-height=\"600\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏集团","NIO":"蔚来","BIDU":"百度","LI":"理想汽车","BILI":"哔哩哔哩","BABA":"阿里巴巴","PDD":"拼多多","DIDI":"滴滴(已退市)","JD":"京东"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139723875","content_text":"Hot Chinese concept stocks continue to rebound in premarket trading.Alibaba,JD.com, Pinduoduo,Baidu,DiDi Global,Nio,Xpeng Motors and Li Auto climbed between 3% and 5%.","news_type":1,"symbols_score_info":{"JD":0.9,"PDD":0.9,"NIO":0.9,"BILI":0.9,"LI":0.9,"BIDU":0.9,"BABA":0.9,"XPEV":0.9,"DIDI":0.9}},"isVote":1,"tweetType":1,"viewCount":3604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801693881,"gmtCreate":1627513703743,"gmtModify":1631890593285,"author":{"id":"3581672061336023","authorId":"3581672061336023","name":"DerrickDoge","avatar":"https://static.tigerbbs.com/7512a6d7a73b844ab9bb490e1cca3cb1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581672061336023","authorIdStr":"3581672061336023"},"themes":[],"title":"","htmlText":"Coin can do better","listText":"Coin can do better","text":"Coin can do better","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801693881","repostId":"2154760924","repostType":4,"isVote":1,"tweetType":1,"viewCount":1463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801606280,"gmtCreate":1627513342640,"gmtModify":1631890593290,"author":{"id":"3581672061336023","authorId":"3581672061336023","name":"DerrickDoge","avatar":"https://static.tigerbbs.com/7512a6d7a73b844ab9bb490e1cca3cb1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581672061336023","authorIdStr":"3581672061336023"},"themes":[],"title":"","htmlText":"Nice jab","listText":"Nice jab","text":"Nice jab","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801606280","repostId":"2154224924","repostType":2,"isVote":1,"tweetType":1,"viewCount":3037,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177380795,"gmtCreate":1627180680817,"gmtModify":1631890593293,"author":{"id":"3581672061336023","authorId":"3581672061336023","name":"DerrickDoge","avatar":"https://static.tigerbbs.com/7512a6d7a73b844ab9bb490e1cca3cb1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581672061336023","authorIdStr":"3581672061336023"},"themes":[],"title":"","htmlText":"Nividia outperform.","listText":"Nividia outperform.","text":"Nividia outperform.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/177380795","repostId":"2153350439","repostType":4,"isVote":1,"tweetType":1,"viewCount":716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175085744,"gmtCreate":1626998723188,"gmtModify":1631890593297,"author":{"id":"3581672061336023","authorId":"3581672061336023","name":"DerrickDoge","avatar":"https://static.tigerbbs.com/7512a6d7a73b844ab9bb490e1cca3cb1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581672061336023","authorIdStr":"3581672061336023"},"themes":[],"title":"","htmlText":"Great potential Nividia.","listText":"Great potential Nividia.","text":"Great potential Nividia.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/175085744","repostId":"2153671844","repostType":4,"isVote":1,"tweetType":1,"viewCount":771,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178621442,"gmtCreate":1626819130186,"gmtModify":1631892840842,"author":{"id":"3581672061336023","authorId":"3581672061336023","name":"DerrickDoge","avatar":"https://static.tigerbbs.com/7512a6d7a73b844ab9bb490e1cca3cb1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581672061336023","authorIdStr":"3581672061336023"},"themes":[],"title":"","htmlText":"Keep it up.","listText":"Keep it up.","text":"Keep it up.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/178621442","repostId":"1102737002","repostType":4,"repost":{"id":"1102737002","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":1626787848,"share":"https://www.laohunote.com/m/news/1102737002?lang=zh_CN&edition=full","pubTime":"2021-07-20 21:30","market":"us","language":"en","title":"Stocks open slightly higher in attempt to bounce back from Monday selloff<blockquote>股市小幅开盘走高,试图从周一的抛售中反弹</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1102737002","media":"Tiger Newspress","summary":"(July 20) Wall Street’s main indexes opened higher on Tuesday, as economically sensitive stocks rebo","content":"<p>(July 20) Wall Street’s main indexes opened higher on Tuesday, as economically sensitive stocks rebounded following a sharp selloff in the previous session, while shares of IBM jumped on strong second-quarter results.</p><p><blockquote>(7月20日)华尔街主要股指周二高开,对经济敏感的股票在前一交易日大幅抛售后反弹,而IBM的股价则因强劲的第二季度业绩而跳涨。</blockquote></p><p> Chinese education stocks rally, Blockchain stocks plunged.</p><p><blockquote>中国教育股上涨,区块链股暴跌。</blockquote></p><p> New Shepard capsule returns to Earth safely. Blue Origin Becomes the First Company to Take a Paying Passenger to Space. Amzon stock fell 0.48% in morning trading.</p><p><blockquote>新谢泼德太空舱安全返回地球蓝色起源成为第一家将付费乘客送上太空的公司亚马逊股票在早盘交易中下跌0.48%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f39d7260da8bf4b4752067a47fef692b\" tg-width=\"304\" tg-height=\"165\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/cb77d3a02961a8a78cc8ac8ac2dc9f05\" tg-width=\"306\" tg-height=\"361\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <img src=\"https://static.tigerbbs.com/0c4eddca19a77e87393f2b94d50383e9\" tg-width=\"709\" tg-height=\"547\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks open slightly higher in attempt to bounce back from Monday selloff<blockquote>股市小幅开盘走高,试图从周一的抛售中反弹</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStocks open slightly higher in attempt to bounce back from Monday selloff<blockquote>股市小幅开盘走高,试图从周一的抛售中反弹</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\">2021-07-20 21:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(July 20) Wall Street’s main indexes opened higher on Tuesday, as economically sensitive stocks rebounded following a sharp selloff in the previous session, while shares of IBM jumped on strong second-quarter results.</p><p><blockquote>(7月20日)华尔街主要股指周二高开,对经济敏感的股票在前一交易日大幅抛售后反弹,而IBM的股价则因强劲的第二季度业绩而跳涨。</blockquote></p><p> Chinese education stocks rally, Blockchain stocks plunged.</p><p><blockquote>中国教育股上涨,区块链股暴跌。</blockquote></p><p> New Shepard capsule returns to Earth safely. Blue Origin Becomes the First Company to Take a Paying Passenger to Space. Amzon stock fell 0.48% in morning trading.</p><p><blockquote>新谢泼德太空舱安全返回地球蓝色起源成为第一家将付费乘客送上太空的公司亚马逊股票在早盘交易中下跌0.48%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f39d7260da8bf4b4752067a47fef692b\" tg-width=\"304\" tg-height=\"165\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/cb77d3a02961a8a78cc8ac8ac2dc9f05\" tg-width=\"306\" tg-height=\"361\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <img src=\"https://static.tigerbbs.com/0c4eddca19a77e87393f2b94d50383e9\" tg-width=\"709\" tg-height=\"547\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102737002","content_text":"(July 20) Wall Street’s main indexes opened higher on Tuesday, as economically sensitive stocks rebounded following a sharp selloff in the previous session, while shares of IBM jumped on strong second-quarter results.\nChinese education stocks rally, Blockchain stocks plunged.\nNew Shepard capsule returns to Earth safely. Blue Origin Becomes the First Company to Take a Paying Passenger to Space. Amzon stock fell 0.48% in morning trading.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,"SPY":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147791487,"gmtCreate":1626390327549,"gmtModify":1631892840845,"author":{"id":"3581672061336023","authorId":"3581672061336023","name":"DerrickDoge","avatar":"https://static.tigerbbs.com/7512a6d7a73b844ab9bb490e1cca3cb1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581672061336023","authorIdStr":"3581672061336023"},"themes":[],"title":"","htmlText":"I only see indices hit record high","listText":"I only see indices hit record high","text":"I only see indices hit record high","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147791487","repostId":"1155093230","repostType":4,"isVote":1,"tweetType":1,"viewCount":568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144592290,"gmtCreate":1626305185510,"gmtModify":1631888657811,"author":{"id":"3581672061336023","authorId":"3581672061336023","name":"DerrickDoge","avatar":"https://static.tigerbbs.com/7512a6d7a73b844ab9bb490e1cca3cb1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581672061336023","authorIdStr":"3581672061336023"},"themes":[],"title":"","htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144592290","repostId":"1109822941","repostType":4,"repost":{"id":"1109822941","kind":"news","pubTimestamp":1626271170,"share":"https://www.laohunote.com/m/news/1109822941?lang=zh_CN&edition=full","pubTime":"2021-07-14 21:59","market":"us","language":"en","title":"Apple at Fresh Record High on iPhone Production Boost Report, JPMorgan Upgrade<blockquote>苹果 iPhone 产量提升报告、摩根大通上调评级,创历史新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109822941","media":"Thestreet","summary":"Apple shares jumped to a fresh record high Wednesday following a report that the iPhone maker has asked suppliers to boost production by as much as 20% this year as it looks to meet improving customer demand.Bloomberg reported Wednesday that Apple is looking to build 90 million next-generation iPhones this year, with the world's biggest tech company expected to get a boost from the launch of new 5G handsets later this year. Earlier this month, Apple's main rival, Samsung Electronics, saidJune qu","content":"<p>Apple shares jumped to a fresh record high Wednesday following a report that the iPhone maker has asked suppliers to boost production by as much as 20% this year as it looks to meet improving customer demand.</p><p><blockquote>苹果股价周三跃升至历史新高,此前有报道称,这家 iPhone 制造商已要求供应商今年将产量提高多达 20%,以满足不断增长的客户需求。</blockquote></p><p> Bloomberg reported Wednesday that Apple is looking to build 90 million next-generation iPhones this year, with the world's biggest tech company expected to get a boost from the launch of new 5G handsets later this year. Earlier this month, Apple's main rival, Samsung Electronics, saidJune quarter profits are likely to rise by 53% from last yearto 12.5 trillion won ($11 billion).</p><p><blockquote>彭博社周三报道称,苹果希望今年生产 9000 万部下一代 iPhone,这家全球最大的科技公司预计将从今年晚些时候推出的新 5G 手机中获得提振。本月早些时候,苹果的主要竞争对手三星电子表示,6 月份季度利润可能比去年增长 53%,达到 12.5 万亿韩元(110 亿美元)。</blockquote></p><p> Shares were also buoyed by an upgrade at JPMorgan, which added the stock to its 'analyst focus list' as Samik Chatterjee boosted his price target by $5 to $175 each.</p><p><blockquote>摩根大通的评级也提振了股价,随着 Samik Chatterjee 将每股目标价上调 5 美元至 175 美元,摩根大通将该股列入“分析师关注名单”。</blockquote></p><p> \"We are adding Apple shares to the Analyst Focus List as a Growth idea as data points supporting our recently highlighted favorable view on the shares continue to trickle in, including upside revision to iPhone 12 build estimates by Apple Supply Chain analyst, William Yang, as well as continued strength in sales of Mac devices,\" Chatterjee wrote. \"While the above drivers lead to an increase in our near-term forecasts, the recent momentum led by better market share, drives us to also estimate higher sustainable volumes in future quarters, leading us to see a path to Apple outperforming investor expectations over a longer time horizon rather than just the upcoming earnings print.\"</p><p><blockquote>“我们将苹果股票添加到分析师关注列表中,作为一个增长想法,因为支持我们最近强调的对该股有利看法的数据点继续涌入,包括苹果供应链分析师 William Yang 对 iPhone 12 产量预期的上行修正,以及 Mac 设备销售的持续强劲,”查特吉写道。“虽然上述驱动因素导致我们的近期预测上调,但最近由更好的市场份额引领的势头也促使我们预计未来几个季度的可持续销量会更高,从而使我们看到苹果的表现超出投资者预期的道路在较长一段时间内,而不仅仅是即将发布的财报。”</blockquote></p><p> Apple shares were marked 2.1% higher in early trading Wednesday to change hands at $148.71 each, just shy of the intra-day record high of $148.96 it hit at the opening bell.</p><p><blockquote>苹果股价周三早盘上涨 2.1%,至每股 148.71 美元易手,略低于开盘时创下的盘中历史新高 148.96 美元。</blockquote></p><p> Apple is set to report its third quarter earnings on July 27, with CFO Luca Maestri cautioning investors in late April that the group is likely to experience a \"steeper than usual\" sequential revenue decline thanks in part to supply constraints linked to the global semiconductor shortage following Street-blasting sales of nearly $90 billion for the three months ending in March.</p><p><blockquote>苹果将于 7 月 27 日公布第三季度收益,首席财务官卢卡·梅斯特里 (Luca Maestri) 在 4 月下旬警告投资者,该集团可能会经历“比平时更严重”的连续收入下降,部分原因是与全球半导体短缺相关的供应限制截至 3 月份的三个月销售额接近 900 亿美元。</blockquote></p><p> Apple said iPhone revenues rose 65% from last year to $47.94 billion, well ahead of the $41.7 billion Street forecast, thanks to what CEO Tim Cook called \"strong demand for the iPhone 12 family\".</p><p><blockquote>苹果表示,由于首席执行官蒂姆·库克所说的“对iPhone 12系列的强劲需求”,iPhone的收入比去年增长了65%,达到479.4亿美元,远高于华尔街预测的417亿美元。</blockquote></p><p> Greater China revenues, Apple said, rose 88% from last year's pandemic trough to $17.728 billion, while overall services revenues rose 26.6% to $16.9 billion.</p><p><blockquote>苹果表示,大中华区的收入较去年的疫情低谷增长了 88%,达到 177.28 亿美元,而整体服务收入增长了 26.6%,达到 169 亿美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple at Fresh Record High on iPhone Production Boost Report, JPMorgan Upgrade<blockquote>苹果 iPhone 产量提升报告、摩根大通上调评级,创历史新高</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple at Fresh Record High on iPhone Production Boost Report, JPMorgan Upgrade<blockquote>苹果 iPhone 产量提升报告、摩根大通上调评级,创历史新高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Thestreet</strong><span class=\"h-time small\">2021-07-14 21:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple shares jumped to a fresh record high Wednesday following a report that the iPhone maker has asked suppliers to boost production by as much as 20% this year as it looks to meet improving customer demand.</p><p><blockquote>苹果股价周三跃升至历史新高,此前有报道称,这家 iPhone 制造商已要求供应商今年将产量提高多达 20%,以满足不断增长的客户需求。</blockquote></p><p> Bloomberg reported Wednesday that Apple is looking to build 90 million next-generation iPhones this year, with the world's biggest tech company expected to get a boost from the launch of new 5G handsets later this year. Earlier this month, Apple's main rival, Samsung Electronics, saidJune quarter profits are likely to rise by 53% from last yearto 12.5 trillion won ($11 billion).</p><p><blockquote>彭博社周三报道称,苹果希望今年生产 9000 万部下一代 iPhone,这家全球最大的科技公司预计将从今年晚些时候推出的新 5G 手机中获得提振。本月早些时候,苹果的主要竞争对手三星电子表示,6 月份季度利润可能比去年增长 53%,达到 12.5 万亿韩元(110 亿美元)。</blockquote></p><p> Shares were also buoyed by an upgrade at JPMorgan, which added the stock to its 'analyst focus list' as Samik Chatterjee boosted his price target by $5 to $175 each.</p><p><blockquote>摩根大通的评级也提振了股价,随着 Samik Chatterjee 将每股目标价上调 5 美元至 175 美元,摩根大通将该股列入“分析师关注名单”。</blockquote></p><p> \"We are adding Apple shares to the Analyst Focus List as a Growth idea as data points supporting our recently highlighted favorable view on the shares continue to trickle in, including upside revision to iPhone 12 build estimates by Apple Supply Chain analyst, William Yang, as well as continued strength in sales of Mac devices,\" Chatterjee wrote. \"While the above drivers lead to an increase in our near-term forecasts, the recent momentum led by better market share, drives us to also estimate higher sustainable volumes in future quarters, leading us to see a path to Apple outperforming investor expectations over a longer time horizon rather than just the upcoming earnings print.\"</p><p><blockquote>“我们将苹果股票添加到分析师关注列表中,作为一个增长想法,因为支持我们最近强调的对该股有利看法的数据点继续涌入,包括苹果供应链分析师 William Yang 对 iPhone 12 产量预期的上行修正,以及 Mac 设备销售的持续强劲,”查特吉写道。“虽然上述驱动因素导致我们的近期预测上调,但最近由更好的市场份额引领的势头也促使我们预计未来几个季度的可持续销量会更高,从而使我们看到苹果的表现超出投资者预期的道路在较长一段时间内,而不仅仅是即将发布的财报。”</blockquote></p><p> Apple shares were marked 2.1% higher in early trading Wednesday to change hands at $148.71 each, just shy of the intra-day record high of $148.96 it hit at the opening bell.</p><p><blockquote>苹果股价周三早盘上涨 2.1%,至每股 148.71 美元易手,略低于开盘时创下的盘中历史新高 148.96 美元。</blockquote></p><p> Apple is set to report its third quarter earnings on July 27, with CFO Luca Maestri cautioning investors in late April that the group is likely to experience a \"steeper than usual\" sequential revenue decline thanks in part to supply constraints linked to the global semiconductor shortage following Street-blasting sales of nearly $90 billion for the three months ending in March.</p><p><blockquote>苹果将于 7 月 27 日公布第三季度收益,首席财务官卢卡·梅斯特里 (Luca Maestri) 在 4 月下旬警告投资者,该集团可能会经历“比平时更严重”的连续收入下降,部分原因是与全球半导体短缺相关的供应限制截至 3 月份的三个月销售额接近 900 亿美元。</blockquote></p><p> Apple said iPhone revenues rose 65% from last year to $47.94 billion, well ahead of the $41.7 billion Street forecast, thanks to what CEO Tim Cook called \"strong demand for the iPhone 12 family\".</p><p><blockquote>苹果表示,由于首席执行官蒂姆·库克所说的“对iPhone 12系列的强劲需求”,iPhone的收入比去年增长了65%,达到479.4亿美元,远高于华尔街预测的417亿美元。</blockquote></p><p> Greater China revenues, Apple said, rose 88% from last year's pandemic trough to $17.728 billion, while overall services revenues rose 26.6% to $16.9 billion.</p><p><blockquote>苹果表示,大中华区的收入较去年的疫情低谷增长了 88%,达到 177.28 亿美元,而整体服务收入增长了 26.6%,达到 169 亿美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.thestreet.com/investing/apple-jumps-on-iphone-production-boost-report-jpmorgan-upgrade\">Thestreet</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/investing/apple-jumps-on-iphone-production-boost-report-jpmorgan-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109822941","content_text":"Apple shares jumped to a fresh record high Wednesday following a report that the iPhone maker has asked suppliers to boost production by as much as 20% this year as it looks to meet improving customer demand.\nBloomberg reported Wednesday that Apple is looking to build 90 million next-generation iPhones this year, with the world's biggest tech company expected to get a boost from the launch of new 5G handsets later this year. Earlier this month, Apple's main rival, Samsung Electronics, saidJune quarter profits are likely to rise by 53% from last yearto 12.5 trillion won ($11 billion).\nShares were also buoyed by an upgrade at JPMorgan, which added the stock to its 'analyst focus list' as Samik Chatterjee boosted his price target by $5 to $175 each.\n\"We are adding Apple shares to the Analyst Focus List as a Growth idea as data points supporting our recently highlighted favorable view on the shares continue to trickle in, including upside revision to iPhone 12 build estimates by Apple Supply Chain analyst, William Yang, as well as continued strength in sales of Mac devices,\" Chatterjee wrote. \"While the above drivers lead to an increase in our near-term forecasts, the recent momentum led by better market share, drives us to also estimate higher sustainable volumes in future quarters, leading us to see a path to Apple outperforming investor expectations over a longer time horizon rather than just the upcoming earnings print.\"\nApple shares were marked 2.1% higher in early trading Wednesday to change hands at $148.71 each, just shy of the intra-day record high of $148.96 it hit at the opening bell.\nApple is set to report its third quarter earnings on July 27, with CFO Luca Maestri cautioning investors in late April that the group is likely to experience a \"steeper than usual\" sequential revenue decline thanks in part to supply constraints linked to the global semiconductor shortage following Street-blasting sales of nearly $90 billion for the three months ending in March.\nApple said iPhone revenues rose 65% from last year to $47.94 billion, well ahead of the $41.7 billion Street forecast, thanks to what CEO Tim Cook called \"strong demand for the iPhone 12 family\".\nGreater China revenues, Apple said, rose 88% from last year's pandemic trough to $17.728 billion, while overall services revenues rose 26.6% to $16.9 billion.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":907,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144596092,"gmtCreate":1626305124416,"gmtModify":1631892840850,"author":{"id":"3581672061336023","authorId":"3581672061336023","name":"DerrickDoge","avatar":"https://static.tigerbbs.com/7512a6d7a73b844ab9bb490e1cca3cb1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581672061336023","authorIdStr":"3581672061336023"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/144596092","repostId":"1110985217","repostType":4,"isVote":1,"tweetType":1,"viewCount":640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156783908,"gmtCreate":1625236805904,"gmtModify":1631892840851,"author":{"id":"3581672061336023","authorId":"3581672061336023","name":"DerrickDoge","avatar":"https://static.tigerbbs.com/7512a6d7a73b844ab9bb490e1cca3cb1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581672061336023","authorIdStr":"3581672061336023"},"themes":[],"title":"","htmlText":"Must correct then can go higher","listText":"Must correct then can go higher","text":"Must correct then can go higher","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156783908","repostId":"1135486377","repostType":4,"repost":{"id":"1135486377","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":1625236243,"share":"https://www.laohunote.com/m/news/1135486377?lang=zh_CN&edition=full","pubTime":"2021-07-02 22:30","market":"us","language":"en","title":"Chinese EV stocks slipped in Friday morning trading<blockquote>中国电动汽车股周五早盘下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1135486377","media":"Tiger Newspress","summary":"Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto shares fell between","content":"<p>Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto shares fell between 3% and 7%.</p><p><blockquote>中国电动汽车股在周五早盘交易中下跌。蔚来汽车、小鹏汽车和理想汽车股价下跌 3% 至 7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c1eeb0b07a87842c4c5ac2bbb3c2873f\" tg-width=\"360\" tg-height=\"188\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chinese EV stocks slipped in Friday morning trading<blockquote>中国电动汽车股周五早盘下跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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\">\nChinese EV stocks slipped in Friday morning trading<blockquote>中国电动汽车股周五早盘下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-07-02 22:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto shares fell between 3% and 7%.</p><p><blockquote>中国电动汽车股在周五早盘交易中下跌。蔚来汽车、小鹏汽车和理想汽车股价下跌 3% 至 7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c1eeb0b07a87842c4c5ac2bbb3c2873f\" tg-width=\"360\" tg-height=\"188\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","LI":"理想汽车","XPEV":"小鹏集团"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135486377","content_text":"Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto shares fell between 3% and 7%.","news_type":1,"symbols_score_info":{"XPEV":0.9,"NIO":0.9,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169293381,"gmtCreate":1623836449743,"gmtModify":1631892840855,"author":{"id":"3581672061336023","authorId":"3581672061336023","name":"DerrickDoge","avatar":"https://static.tigerbbs.com/7512a6d7a73b844ab9bb490e1cca3cb1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581672061336023","authorIdStr":"3581672061336023"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/169293381","repostId":"1166103542","repostType":4,"repost":{"id":"1166103542","kind":"news","pubTimestamp":1623835778,"share":"https://www.laohunote.com/m/news/1166103542?lang=zh_CN&edition=full","pubTime":"2021-06-16 17:29","market":"us","language":"en","title":"Nio ET7 Will Be Equipped With 'High-Performance' LiDAR, Says Supplier<blockquote>供应商称蔚来ET7将配备“高性能”激光雷达</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1166103542","media":"benzinga","summary":"Nio Inc’s LiDAR supplier Innovusion said on Wednesday it will equip the electric vehicle maker’s ET7","content":"<p><div> Nio Inc’s LiDAR supplier Innovusion said on Wednesday it will equip the electric vehicle maker’s ET7 sedan with a \"high-performance product\" that can detect up to 500 meters, cnEV postreported. What ...</p><p><blockquote><div>据 cnEV 事后报道,蔚来公司的激光雷达供应商 Innovusion 周三表示,将为这家电动汽车制造商的 ET7 轿车配备一种 “高性能产品”,可探测 500 米的距离。什么……</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/21/06/21582411/nio-et7-will-be-equipped-with-high-performance-lidar-says-supplier\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/06/21582411/nio-et7-will-be-equipped-with-high-performance-lidar-says-supplier\">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>Nio ET7 Will Be Equipped With 'High-Performance' LiDAR, Says Supplier<blockquote>供应商称蔚来ET7将配备“高性能”激光雷达</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\">\nNio ET7 Will Be Equipped With 'High-Performance' LiDAR, Says Supplier<blockquote>供应商称蔚来ET7将配备“高性能”激光雷达</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">benzinga</strong><span class=\"h-time small\">2021-06-16 17:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Nio Inc’s LiDAR supplier Innovusion said on Wednesday it will equip the electric vehicle maker’s ET7 sedan with a \"high-performance product\" that can detect up to 500 meters, cnEV postreported. What ...</p><p><blockquote><div>据 cnEV 事后报道,蔚来公司的激光雷达供应商 Innovusion 周三表示,将为这家电动汽车制造商的 ET7 轿车配备一种 “高性能产品”,可探测 500 米的距离。什么……</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/21/06/21582411/nio-et7-will-be-equipped-with-high-performance-lidar-says-supplier\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/06/21582411/nio-et7-will-be-equipped-with-high-performance-lidar-says-supplier\">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/21/06/21582411/nio-et7-will-be-equipped-with-high-performance-lidar-says-supplier\">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":{"NIO":"蔚来"},"source_url":"https://www.benzinga.com/news/21/06/21582411/nio-et7-will-be-equipped-with-high-performance-lidar-says-supplier","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166103542","content_text":"Nio Inc’s LiDAR supplier Innovusion said on Wednesday it will equip the electric vehicle maker’s ET7 sedan with a \"high-performance product\" that can detect up to 500 meters, cnEV postreported.\nWhat Happened:Bao Junwei, co-founder and Chief Executive Officer at Innovusion said its LiDAR technology works on the L3 and L4 autonomous driving and complements the L2 autonomous driving.\nNio is expected to begin deliveries of its premium electric sedan ET7 in the first quarter of next year. The Chinese electric vehicle maker, which revealed ET7 earlier this year, is eyeing international expansion after establishing itself in China.\nLidar, short for light detection and ranging sensors, uses laser light pulses to help vehicles perceive their surroundings. The technology is increasingly being seen as a key for automakers having self-driving ambitions.\nPrice Action:Nio shares closed 3% lower at $45.15 on Tuesday.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198147276,"gmtCreate":1620948917795,"gmtModify":1631892840861,"author":{"id":"3581672061336023","authorId":"3581672061336023","name":"DerrickDoge","avatar":"https://static.tigerbbs.com/7512a6d7a73b844ab9bb490e1cca3cb1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581672061336023","authorIdStr":"3581672061336023"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/198147276","repostId":"1149765041","repostType":4,"repost":{"id":"1149765041","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":1620948199,"share":"https://www.laohunote.com/m/news/1149765041?lang=zh_CN&edition=full","pubTime":"2021-05-14 07:23","market":"us","language":"en","title":"Coinbase revenue tripled from last quarter,To Offer Dogecoin In 6 To 8 Weeks<blockquote>Coinbase 收入较上季度增长两倍,将在 6 至 8 周内提供狗狗币</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1149765041","media":"Tiger Newspress","summary":"Coinbase shares were once up about 4% in after-hours trading Thursday, after reporting that revenue ","content":"<p>Coinbase shares were once up about 4% in after-hours trading Thursday, after reporting that revenue and net income skyrocketed in the first quarter of 2021 as the cryptocurrency trading platform capitalized on a boom in crypto prices and corresponding interest from investors. The results largely matched estimates that Coinbasedelivered on April 6, about a week before its public debut.</p><p><blockquote>Coinbase 股价在周四盘后交易中一度上涨约 4%,此前该加密货币交易平台报告称,2021 年第一季度的收入和净利润飙升,因为该加密货币交易平台利用了加密货币价格的繁荣和投资者的相应兴趣。结果与 Coinbase4 月 6 日(即首次公开亮相前一周)发布的估计基本吻合。</blockquote></p><p><img src=\"https://static.tigerbbs.com/d62b42f65e0e85aff0a649aaa0659e42\" tg-width=\"1290\" tg-height=\"645\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Here'show the cryptocurrency exchange didin its first earnings report since the company's direct listingin April:</p><p><blockquote>以下是加密货币交易所 didin 自 4 月份直接上市以来的第一份收益报告:</blockquote></p><p><ul><li><b>Earnings:</b>$3.05 per share</li><li><b>Revenue:</b>$1.80 billion, up from $585 million in the previous quarter.</li></ul>The company's net profit for the quarter was over $771 million, more than fourfold over Q4 2020's figure of $177 million and more than 24 times higher than the year-ago quarter's profit.</p><p><blockquote><ul><li><b>收益:</b>每股 3.05 美元</li><li><b>收入:</b>18 亿美元,高于上一季度的 5.85 亿美元。</li></ul>该公司本季度净利润超过7.71亿美元,是2020年第四季度1.77亿美元的四倍多,是去年同期利润的24倍多。</blockquote></p><p>On the earnings call, the company said that it planned to list dogecoin in the next six to eight weeks. The meme-inspired cryptocurrency was up as much as 26,000% in the last six months, before falling after Elon Musk's \"Saturday Night Live\" hosting debut, in which he called dogecoin a \"hustle.\"</p><p><blockquote>在财报看涨期权上,该公司表示计划在未来六到八周内将狗狗币上市。这种受模因启发的加密货币在过去六个月里上涨了 26,000%,但在埃隆·马斯克 (Elon Musk) 首次主持《周六夜现场》(Saturday Night Live) 节目后下跌,他在节目中称狗狗币为“骗局”。</blockquote></p><p>Coinbase's fate is tethered to the performance of digital assets like bitcoin. Roughly 94% of the company's net revenue in the first quarter came from transaction fees from trading. In an introductory note, the company noted that bitcoin prices nearly doubled during the quarter, and ether prices almost tripled.</p><p><blockquote>比特币基地的命运与比特币等数字资产的表现息息相关。该公司第一季度大约 94% 的净收入来自交易费用。该公司在一份介绍性说明中指出,本季度比特币价格几乎翻了一番,以太币价格几乎翻了一番。</blockquote></p><p>Coinbase fees, which account for the bulk sum of the company's revenue, are higher than some rivals. When asked about this, CFO Alesia Haas doubled down on the company's strategy, suggesting margins will remain high for the cryptocurrency exchange.</p><p><blockquote>Coinbase 的费用占该公司收入的大部分,高于一些竞争对手。当被问及此事时,首席财务官阿莱西亚·哈斯(Alesia Haas)加倍强调了公司的战略,暗示加密货币交易所的利润率将保持在高位。</blockquote></p><p>\"We're not trying to win on fees,\" said Haas. \"We're not trying to compete on fees. We're competing on being the most trusted.\"</p><p><blockquote>“我们并不是想在费用上获胜,”哈斯说。“我们不是想在费用上竞争。我们是在竞争成为最值得信赖的人。”</blockquote></p><p>Haas told CNBC that the company's main focus in the first quarter was reliability. \"We are dealing with unprecedented growth in demand, and our focus was making sure that our exchange stayed up.\"</p><p><blockquote>哈斯告诉 CNBC,该公司第一季度的主要关注点是可靠性。“我们正在应对前所未有的需求增长,我们的重点是确保我们的交易所保持上涨。”</blockquote></p><p>Monthly transacting users more than doubled from the previous quarter, from 2.8 million to 6.1 million. Coinbase's 56 million verified users, along with record-breaking price moves in the crypto market, led trading volume to more than triple from the previous quarter.</p><p><blockquote>月交易用户比上一季度增加了一倍多,从 280 万增加到 610 万。比特币基地 (Coinbase) 拥有 5600 万验证用户,加上加密货币市场破纪录的价格波动,导致交易量比上一季度增加了两倍多。</blockquote></p><p>In its release, Coinbase did not offer detailed revenue nor earnings guidance for either Q2 or the full year, warning that, \"As we have previously discussed, it is important for investors to remember that our business is inherently unpredictable.\" However, it offered guidance of between 5.5 million and 9.0 million monthly transacting users for the full year, depending on crypto prices, and predicted that annual average net revenue would exceed the historic mark of $35 to $45 that it's averaged for the last two years.</p><p><blockquote>Coinbase 在新闻稿中没有提供第二季度或全年的详细收入或盈利指引,并警告说,“正如我们之前讨论的那样,投资者重要的是要记住我们的业务本质上是不可预测的。”然而,它提供了全年550万至900万每月交易用户的指导,具体取决于加密价格,并预测年平均净收入将超过过去两年平均35至45美元的历史大关。</blockquote></p><p>During last month's direct listing, Coinbase opened at $381 per share and was briefly valued atas much as $100 billion, a landmark event for the cryptocurrency industry.</p><p><blockquote>在上个月的直接上市期间,比特币基地的开盘价为每股 381 美元,估值一度高达 1000 亿美元,这是加密货币行业的一个里程碑事件。</blockquote></p><p>Excluding the after-hours move, Coinbase stock has fallen about 30.4% since going public on April 14, while theNasdaqfell 5.3% over the same period.</p><p><blockquote>剔除盘后走势,Coinbase 股价自 4 月 14 日上市以来已下跌约 30.4%,而纳斯达克指数同期下跌 5.3%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Coinbase revenue tripled from last quarter,To Offer Dogecoin In 6 To 8 Weeks<blockquote>Coinbase 收入较上季度增长两倍,将在 6 至 8 周内提供狗狗币</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCoinbase revenue tripled from last quarter,To Offer Dogecoin In 6 To 8 Weeks<blockquote>Coinbase 收入较上季度增长两倍,将在 6 至 8 周内提供狗狗币</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\">2021-05-14 07:23</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Coinbase shares were once up about 4% in after-hours trading Thursday, after reporting that revenue and net income skyrocketed in the first quarter of 2021 as the cryptocurrency trading platform capitalized on a boom in crypto prices and corresponding interest from investors. The results largely matched estimates that Coinbasedelivered on April 6, about a week before its public debut.</p><p><blockquote>Coinbase 股价在周四盘后交易中一度上涨约 4%,此前该加密货币交易平台报告称,2021 年第一季度的收入和净利润飙升,因为该加密货币交易平台利用了加密货币价格的繁荣和投资者的相应兴趣。结果与 Coinbase4 月 6 日(即首次公开亮相前一周)发布的估计基本吻合。</blockquote></p><p><img src=\"https://static.tigerbbs.com/d62b42f65e0e85aff0a649aaa0659e42\" tg-width=\"1290\" tg-height=\"645\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Here'show the cryptocurrency exchange didin its first earnings report since the company's direct listingin April:</p><p><blockquote>以下是加密货币交易所 didin 自 4 月份直接上市以来的第一份收益报告:</blockquote></p><p><ul><li><b>Earnings:</b>$3.05 per share</li><li><b>Revenue:</b>$1.80 billion, up from $585 million in the previous quarter.</li></ul>The company's net profit for the quarter was over $771 million, more than fourfold over Q4 2020's figure of $177 million and more than 24 times higher than the year-ago quarter's profit.</p><p><blockquote><ul><li><b>收益:</b>每股 3.05 美元</li><li><b>收入:</b>18 亿美元,高于上一季度的 5.85 亿美元。</li></ul>该公司本季度净利润超过7.71亿美元,是2020年第四季度1.77亿美元的四倍多,是去年同期利润的24倍多。</blockquote></p><p>On the earnings call, the company said that it planned to list dogecoin in the next six to eight weeks. The meme-inspired cryptocurrency was up as much as 26,000% in the last six months, before falling after Elon Musk's \"Saturday Night Live\" hosting debut, in which he called dogecoin a \"hustle.\"</p><p><blockquote>在财报看涨期权上,该公司表示计划在未来六到八周内将狗狗币上市。这种受模因启发的加密货币在过去六个月里上涨了 26,000%,但在埃隆·马斯克 (Elon Musk) 首次主持《周六夜现场》(Saturday Night Live) 节目后下跌,他在节目中称狗狗币为“骗局”。</blockquote></p><p>Coinbase's fate is tethered to the performance of digital assets like bitcoin. Roughly 94% of the company's net revenue in the first quarter came from transaction fees from trading. In an introductory note, the company noted that bitcoin prices nearly doubled during the quarter, and ether prices almost tripled.</p><p><blockquote>比特币基地的命运与比特币等数字资产的表现息息相关。该公司第一季度大约 94% 的净收入来自交易费用。该公司在一份介绍性说明中指出,本季度比特币价格几乎翻了一番,以太币价格几乎翻了一番。</blockquote></p><p>Coinbase fees, which account for the bulk sum of the company's revenue, are higher than some rivals. When asked about this, CFO Alesia Haas doubled down on the company's strategy, suggesting margins will remain high for the cryptocurrency exchange.</p><p><blockquote>Coinbase 的费用占该公司收入的大部分,高于一些竞争对手。当被问及此事时,首席财务官阿莱西亚·哈斯(Alesia Haas)加倍强调了公司的战略,暗示加密货币交易所的利润率将保持在高位。</blockquote></p><p>\"We're not trying to win on fees,\" said Haas. \"We're not trying to compete on fees. We're competing on being the most trusted.\"</p><p><blockquote>“我们并不是想在费用上获胜,”哈斯说。“我们不是想在费用上竞争。我们是在竞争成为最值得信赖的人。”</blockquote></p><p>Haas told CNBC that the company's main focus in the first quarter was reliability. \"We are dealing with unprecedented growth in demand, and our focus was making sure that our exchange stayed up.\"</p><p><blockquote>哈斯告诉 CNBC,该公司第一季度的主要关注点是可靠性。“我们正在应对前所未有的需求增长,我们的重点是确保我们的交易所保持上涨。”</blockquote></p><p>Monthly transacting users more than doubled from the previous quarter, from 2.8 million to 6.1 million. Coinbase's 56 million verified users, along with record-breaking price moves in the crypto market, led trading volume to more than triple from the previous quarter.</p><p><blockquote>月交易用户比上一季度增加了一倍多,从 280 万增加到 610 万。比特币基地 (Coinbase) 拥有 5600 万验证用户,加上加密货币市场破纪录的价格波动,导致交易量比上一季度增加了两倍多。</blockquote></p><p>In its release, Coinbase did not offer detailed revenue nor earnings guidance for either Q2 or the full year, warning that, \"As we have previously discussed, it is important for investors to remember that our business is inherently unpredictable.\" However, it offered guidance of between 5.5 million and 9.0 million monthly transacting users for the full year, depending on crypto prices, and predicted that annual average net revenue would exceed the historic mark of $35 to $45 that it's averaged for the last two years.</p><p><blockquote>Coinbase 在新闻稿中没有提供第二季度或全年的详细收入或盈利指引,并警告说,“正如我们之前讨论的那样,投资者重要的是要记住我们的业务本质上是不可预测的。”然而,它提供了全年550万至900万每月交易用户的指导,具体取决于加密价格,并预测年平均净收入将超过过去两年平均35至45美元的历史大关。</blockquote></p><p>During last month's direct listing, Coinbase opened at $381 per share and was briefly valued atas much as $100 billion, a landmark event for the cryptocurrency industry.</p><p><blockquote>在上个月的直接上市期间,比特币基地的开盘价为每股 381 美元,估值一度高达 1000 亿美元,这是加密货币行业的一个里程碑事件。</blockquote></p><p>Excluding the after-hours move, Coinbase stock has fallen about 30.4% since going public on April 14, while theNasdaqfell 5.3% over the same period.</p><p><blockquote>剔除盘后走势,Coinbase 股价自 4 月 14 日上市以来已下跌约 30.4%,而纳斯达克指数同期下跌 5.3%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149765041","content_text":"Coinbase shares were once up about 4% in after-hours trading Thursday, after reporting that revenue and net income skyrocketed in the first quarter of 2021 as the cryptocurrency trading platform capitalized on a boom in crypto prices and corresponding interest from investors. The results largely matched estimates that Coinbasedelivered on April 6, about a week before its public debut.Here'show the cryptocurrency exchange didin its first earnings report since the company's direct listingin April:Earnings:$3.05 per shareRevenue:$1.80 billion, up from $585 million in the previous quarter.The company's net profit for the quarter was over $771 million, more than fourfold over Q4 2020's figure of $177 million and more than 24 times higher than the year-ago quarter's profit.On the earnings call, the company said that it planned to list dogecoin in the next six to eight weeks. The meme-inspired cryptocurrency was up as much as 26,000% in the last six months, before falling after Elon Musk's \"Saturday Night Live\" hosting debut, in which he called dogecoin a \"hustle.\"Coinbase's fate is tethered to the performance of digital assets like bitcoin. Roughly 94% of the company's net revenue in the first quarter came from transaction fees from trading. In an introductory note, the company noted that bitcoin prices nearly doubled during the quarter, and ether prices almost tripled.Coinbase fees, which account for the bulk sum of the company's revenue, are higher than some rivals. When asked about this, CFO Alesia Haas doubled down on the company's strategy, suggesting margins will remain high for the cryptocurrency exchange.\"We're not trying to win on fees,\" said Haas. \"We're not trying to compete on fees. We're competing on being the most trusted.\"Haas told CNBC that the company's main focus in the first quarter was reliability. \"We are dealing with unprecedented growth in demand, and our focus was making sure that our exchange stayed up.\"Monthly transacting users more than doubled from the previous quarter, from 2.8 million to 6.1 million. Coinbase's 56 million verified users, along with record-breaking price moves in the crypto market, led trading volume to more than triple from the previous quarter.In its release, Coinbase did not offer detailed revenue nor earnings guidance for either Q2 or the full year, warning that, \"As we have previously discussed, it is important for investors to remember that our business is inherently unpredictable.\" However, it offered guidance of between 5.5 million and 9.0 million monthly transacting users for the full year, depending on crypto prices, and predicted that annual average net revenue would exceed the historic mark of $35 to $45 that it's averaged for the last two years.During last month's direct listing, Coinbase opened at $381 per share and was briefly valued atas much as $100 billion, a landmark event for the cryptocurrency industry.Excluding the after-hours move, Coinbase stock has fallen about 30.4% since going public on April 14, while theNasdaqfell 5.3% over the same period.","news_type":1,"symbols_score_info":{"COIN":0.9}},"isVote":1,"tweetType":1,"viewCount":947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103029212,"gmtCreate":1619739827936,"gmtModify":1631892840866,"author":{"id":"3581672061336023","authorId":"3581672061336023","name":"DerrickDoge","avatar":"https://static.tigerbbs.com/7512a6d7a73b844ab9bb490e1cca3cb1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581672061336023","authorIdStr":"3581672061336023"},"themes":[],"title":"","htmlText":"加油加油","listText":"加油加油","text":"加油加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/103029212","repostId":"2131534297","repostType":2,"isVote":1,"tweetType":1,"viewCount":1235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":175085744,"gmtCreate":1626998723188,"gmtModify":1631890593297,"author":{"id":"3581672061336023","authorId":"3581672061336023","name":"DerrickDoge","avatar":"https://static.tigerbbs.com/7512a6d7a73b844ab9bb490e1cca3cb1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581672061336023","idStr":"3581672061336023"},"themes":[],"title":"","htmlText":"Great potential Nividia.","listText":"Great potential Nividia.","text":"Great potential Nividia.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/175085744","repostId":"2153671844","repostType":4,"isVote":1,"tweetType":1,"viewCount":771,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807061995,"gmtCreate":1627989398417,"gmtModify":1631890593277,"author":{"id":"3581672061336023","authorId":"3581672061336023","name":"DerrickDoge","avatar":"https://static.tigerbbs.com/7512a6d7a73b844ab9bb490e1cca3cb1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581672061336023","idStr":"3581672061336023"},"themes":[],"title":"","htmlText":"Keep growing.","listText":"Keep growing.","text":"Keep growing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807061995","repostId":"1169635195","repostType":4,"repost":{"id":"1169635195","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":1627988246,"share":"https://www.laohunote.com/m/news/1169635195?lang=zh_CN&edition=full","pubTime":"2021-08-03 18:57","market":"us","language":"en","title":"Alibaba EPS beats by RMB2.27, misses on revenue<blockquote>阿里巴巴-SW每股收益超过预期人民币2.27元,营收不及预期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169635195","media":"Tiger Newspress","summary":" $Alibaba$ posted financial result in premarket, which showed that:. Alibaba Q1 revenue RMB205.74 bln vs. RMB153.75 bln a year ago; FactSet consensus RMB209.11 bln.Alibaba Q1 adj. EPS RMB16.60 vs. RMB14.82 a year ago; FactSet consensus RMB14.33.Revenue was RMB205,740 million , an increase of 34% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 22% year-over-year to RMB187,306 million .Annual active consumersof the Alibaba Ecosystem across the world reached app","content":"<p>(August 3) <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> posted financial result in premarket, which showed that:</p><p><blockquote>(8月3日)<a href=\"https://laohu8.com/S/BABA\">阿里巴巴-SW</a>盘前公布的财务业绩显示:</blockquote></p><p> Alibaba Q1 revenue RMB205.74 bln vs. RMB153.75 bln a year ago; FactSet consensus RMB209.11 bln.</p><p><blockquote>阿里巴巴-SW第一季度营收为2057.4亿元,去年同期为1537.5亿元;FactSet共识人民币209.11亿元。</blockquote></p><p> Alibaba Q1 adj. EPS RMB16.60 vs. RMB14.82 a year ago; FactSet consensus RMB14.33.</p><p><blockquote>阿里巴巴-SW第一季度调整。每股收益为16.60元,去年同期为14.82元;FactSet共识人民币14.33元。</blockquote></p><p> <b>BUSINESS HIGHLIGHTS</b></p><p><blockquote><b>业务亮点</b></blockquote></p><p> <b>In the quarter ended June 30, 2021:</b></p><p><blockquote><b>截至2021年6月30日止季度:</b></blockquote></p><p> <ul> <li><b>Revenue</b> was RMB205,740 million (US$31,865 million), an increase of 34% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 22% year-over-year to RMB187,306 million (US$29,010 million).</li> <li><b>Annual active consumers</b>of the Alibaba Ecosystem across the world reached approximately 1.18 billion for the twelve months ended June 30, 2021, an increase of 45 million from the twelve months ended March 31, 2021. This includes 912 million consumers in China1and 265 million consumers overseas served by Lazada, AliExpress, Trendyol and Daraz.</li> <li><b>Income from operations</b> was RMB30,847 million (US$4,778 million), a decrease of 11% year-over-year.<b>Adjusted EBITDA</b>, a non-GAAP measurement, decreased 5% year-over-year to RMB48,628 million (US$7,532 million).<b>Adjusted EBITA</b>, a non-GAAP measurement, decreased 8% year-over-year to RMB41,731 million (US$6,463 million). The year-over-year decreases were primarily due to our investments in strategic areas to capture incremental opportunities, such as Community Marketplaces, Taobao Deals, Local Consumer Services and Lazada, as well as our increased spending on growth initiatives within China retail marketplaces, such as Idle Fish and Taobao Live, and our support to merchants.</li> <li><b>Net income attributable to ordinary shareholders</b> was RMB45,141 million (US$6,991 million),and<b>net income</b>was RMB42,835 million (US$6,634 million).<b>Non-GAAP net income</b> was RMB43,441 million (US$6,728 million), an increase of 10% year-over-year, mainly due to an increase in share of profit of equity method investees.</li> <li><b>Diluted earnings per ADS</b> was RMB16.38 (US$2.54) and<b>diluted earnings per share</b>was RMB2.05 (US$0.32 or HK$2.46).<b>Non-GAAP diluted earnings per ADS</b>was RMB16.60 (US$2.57), an increase of 12% year-over-year and<b>non-GAAP diluted earnings per share</b>was RMB2.08 (US$0.32 or HK$2.50), an increase of 12% year-over-year.</li> <li><b>Net cashprovided by operating activities</b> was RMB33,603 million (US$5,204 million).<b>Non-GAAP free cash flow</b>was RMB20,683 million (US$3,203 million), a decrease compared to RMB36,570 million in the same quarter of 2020, mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million fine levied earlier this year by China’s State Administration for Market Regulation pursuant to China’s Anti-monopoly Law (the “Anti-monopoly Fine”) and a decrease in profit as a result of our investments in key strategic areas.</li> </ul> <img src=\"https://static.tigerbbs.com/11aa08a1ccb4f80e6867c7e7631297c8\" tg-width=\"719\" tg-height=\"863\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li><b>收入</b>为人民币2057.40亿元(318.65亿美元),同比增长34%。剔除高鑫艺术的合并,我们的收入将同比增长22%至人民币1873.06亿元(290.10亿美元)。</li><li><b>年度活跃消费者</b>截至2021年6月30日止12个月,全球阿里巴巴-SW生态系统的数量约为11.8亿,比截至2021年3月31日止12个月增加了4500万。这包括Lazada、速卖通、Trendyol和Daraz服务的中国9.12亿消费者和2.65亿海外消费者。</li><li><b>营业收入</b>为人民币308.47亿元(47.78亿美元),同比下降11%。<b>调整后 EBITDA</b>非 GAAP 衡量标准同比下降 5% 至人民币 486.28 亿元(75.32 亿美元)。<b>经调整EBITA</b>非 GAAP 衡量标准同比下降 8% 至人民币 417.31 亿元(64.63 亿美元)。同比减少主要由于我们在策略领域进行投资以抓住增量机会,如社区市场、淘宝优惠、本地消费者服务和Lazada,以及我们在中国零售市场(如闲鱼和淘宝直播)内的增长计划支出增加,以及我们对商家的支持。</li><li><b>归属于普通股股东的净利润</b>为人民币451.41亿元(69.91亿美元),<b>净收入</b>为人民币428.35亿元(66.34亿美元)。<b>非公认会计准则净利润</b>为人民币434.41亿元(67.28亿美元),同比增长10%,主要由于权益法投资单位应占利润增加所致。</li><li><b>每股美国存托凭证摊薄收益</b>为人民币16.38元(2.54美元)及<b>稀释每股盈利</b>为人民币2.05元(0.32美元或2.46港元)。<b>非 GAAP 稀释每股 ADS 收益</b>为人民币16.60元(2.57美元),同比增长12%;<b>非 GAAP 稀释每股收益</b>为人民币2.08元(0.32美元或2.50港元),同比增长12%。</li><li><b>经营活动提供的现金净额</b>为人民币336.03亿元(52.04亿美元)。<b>非 GAAP 自由现金流</b>为人民币206.83亿元(32.03亿美元),较二零二零年同一季度的人民币365.70亿元有所减少,主要由于中国国家市场监督管理总局今年早些时候根据中国《反垄断法》开出的人民币182.28亿元罚款(「反垄断罚款」)部分结清金额为人民币91.14亿元(14.12亿美元),以及我们在关键战略领域的投资导致利润减少。</li></ul></blockquote></p><p> <b>China Retail Marketplaces</b></p><p><blockquote><b>中国零售市场</b></blockquote></p><p> In June 2021, Alibaba's China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million.</p><p><blockquote>2021年6月,阿里巴巴中国零售市场拥有9.39亿移动MAU,季度净增1400万。</blockquote></p><p> <b>Cloud Computing</b></p><p><blockquote><b>云计算</b></blockquote></p><p> In the June 2021 quarter, our cloud computing revenue grew 29% year-over-year to RMB16,051 million (US$2,486 million), primarily driven by robust growth in revenue from customers in the Internet, financial services and retail industries.</p><p><blockquote>在2021年6月季度,我们的云计算收入同比增长29%至人民币160.51亿元(24.86亿美元),主要得益于来自互联网、金融服务和零售行业客户的收入强劲增长。</blockquote></p><p> <b>Cash Flow from Operating Activities and Free Cash Flow</b></p><p><blockquote><b>经营活动现金流量及自由现金流量</b></blockquote></p><p> In the quarter ended June 30, 2021, net cash provided by operating activities was RMB33,603 million (US$5,204 million), a decrease compared to RMB50,099 million in the same quarter of 2020. Free cash flow, a non-GAAP measurement of liquidity, decreased to RMB20,683 million (US$3,203 million), from RMB36,570 million in the same quarter of 2020. The year-over-year decreases were mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million Anti-monopoly Fine and a decrease in profit as a result of our investments in key strategic areas. A reconciliation of net cash provided by operating activities to free cash flow is included at the end of this results announcement.</p><p><blockquote>截至2021年6月30日止季度,经营活动提供的现金净额为人民币336.03亿元(52.04亿美元),低于2020年同季度的人民币500.99亿元。自由现金流(一种非 GAAP 流动性衡量标准)从 2020 年同季度的人民币 365.7 亿元下降至人民币 206.83 亿元(32.03 亿美元)。同比减少主要由于人民币182.28亿元的反垄断罚款人民币91.14亿元(合14.12亿美元)的部分结算,以及我们在关键战略领域的投资导致利润减少。经营活动提供的净现金与自由现金流的对账列于本业绩公告末尾。</blockquote></p><p> <b>Increasing Share Repurchases</b></p><p><blockquote><b>增加股票回购</b></blockquote></p><p> Since April 1, 2021 and through the publication of this results announcement, we repurchased approximately 18.1 million of our ADSs (the equivalent of approximately 144.5 million of our ordinary shares) for approximately US$3,680 million under our share repurchase program. In addition, on August 2, 2021, our board of directors authorized the Company to upsize our Company's share repurchase program from US$10 billion to US$15 billion. This share repurchase program will be effective through the end of 2022.</p><p><blockquote>自2021年4月1日起及透过本业绩公告刊发,我们根据股份购回计划以约3,680百万美元购回约18.1百万股美国存讬股份(相当于约144.5百万股普通股)。此外,于2021年8月2日,我们的董事会授权本公司将本公司的股份回购计划规模从100亿美元扩大至150亿美元。该股份回购计划将于2022年底生效。</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/58bf53593de78f5f6e4fa1096d7aae94\" tg-width=\"757\" tg-height=\"793\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”</p><p><blockquote>我们正在将股票回购计划从 100 亿美元增加到 150 亿美元,这是公司历史上最大的股票回购计划,因为我们对长期增长前景充满信心。我们的净现金状况依然强劲,自2021年4月1日以来,我们已购回约37亿美元的美国存托凭证。”</blockquote></p><p> In June 2021, our China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million. We continue to increase penetration in less-developed areas, reflecting our success in broadening product offerings to meet diverse consumer demand.</p><p><blockquote>2021年6月,我们的中国零售市场拥有9.39亿个移动端MAU,季度净增1400万个。我们继续扩大在欠发达地区的渗透率,反映了我们在扩大产品范围以满足多元化消费者需求方面的成功。</blockquote></p><p> “Alibaba started the new fiscal year by delivering a healthy quarter. For the June quarter, global annual active consumers across the Alibaba Ecosystem reached 1.18 billion, an increase of 45 million from the March quarter, which includes 912 million consumers in China. Over more than twenty years of growth, we have developed a company that spans across both consumer and industrial Internet, with multiple engines driving our long-term growth,” said Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group. “We believe in the growth of the Chinese economy and long-term value creation of Alibaba, and we will continue to strengthen our technology advantage in improving the consumer experience and helping our enterprise customers to accomplish successful digital transformations.”</p><p><blockquote>“阿里巴巴-SW以健康的季度开启了新的财年。6 月份的季度,阿里巴巴-SW生态系统的全球年度活跃消费者达到 11.8 亿,比 3 月份的季度增加了 4500 万,其中包括 9.12 亿中国区消费者。经过二十多年的发展,我们已经发展成为一家横跨消费互联网和工业互联网的公司,多重引擎推动着我们的长期增长,”张勇集团董事长兼首席执行官阿里巴巴-SW说。“我们相信中国经济的增长和阿里巴巴-SW的长期价值创造,我们将继续加强我们在改善消费者体验和帮助企业客户成功实现数字化转型方面的技术优势。”</blockquote></p><p> “We delivered strong revenue growth of 34% year-over-year. As we said in last quarter's results announcement, we are investing our excess profits and additional capital to support our merchants and invest in strategic areas to better serve customers and penetrate into new addressable markets,” said Maggie Wu, Chief Financial Officer of Alibaba Group. “We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”</p><p><blockquote>“我们实现了 34% 的强劲收入同比增长。正如我们在上一季度业绩公告中所说,我们正在将超额利润和额外资本投资于支持我们的商家,并投资于战略领域,以更好地服务客户并打入新的潜在市场,”阿里巴巴-SW集团首席财务官 Maggie Wu 说。“我们正在将股票回购计划从 100 亿美元增加到 150 亿美元,这是公司历史上最大的股票回购计划,因为我们对长期增长前景充满信心。自 2021 年 4 月 1 日以来,我们已回购了约 37 亿美元的美国存托凭证”。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba EPS beats by RMB2.27, misses on revenue<blockquote>阿里巴巴-SW每股收益超过预期人民币2.27元,营收不及预期</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba EPS beats by RMB2.27, misses on revenue<blockquote>阿里巴巴-SW每股收益超过预期人民币2.27元,营收不及预期</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-03 18:57</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(August 3) <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> posted financial result in premarket, which showed that:</p><p><blockquote>(8月3日)<a href=\"https://laohu8.com/S/BABA\">阿里巴巴-SW</a>盘前公布的财务业绩显示:</blockquote></p><p> Alibaba Q1 revenue RMB205.74 bln vs. RMB153.75 bln a year ago; FactSet consensus RMB209.11 bln.</p><p><blockquote>阿里巴巴-SW第一季度营收为2057.4亿元,去年同期为1537.5亿元;FactSet共识人民币209.11亿元。</blockquote></p><p> Alibaba Q1 adj. EPS RMB16.60 vs. RMB14.82 a year ago; FactSet consensus RMB14.33.</p><p><blockquote>阿里巴巴-SW第一季度调整。每股收益为16.60元,去年同期为14.82元;FactSet共识人民币14.33元。</blockquote></p><p> <b>BUSINESS HIGHLIGHTS</b></p><p><blockquote><b>业务亮点</b></blockquote></p><p> <b>In the quarter ended June 30, 2021:</b></p><p><blockquote><b>截至2021年6月30日止季度:</b></blockquote></p><p> <ul> <li><b>Revenue</b> was RMB205,740 million (US$31,865 million), an increase of 34% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 22% year-over-year to RMB187,306 million (US$29,010 million).</li> <li><b>Annual active consumers</b>of the Alibaba Ecosystem across the world reached approximately 1.18 billion for the twelve months ended June 30, 2021, an increase of 45 million from the twelve months ended March 31, 2021. This includes 912 million consumers in China1and 265 million consumers overseas served by Lazada, AliExpress, Trendyol and Daraz.</li> <li><b>Income from operations</b> was RMB30,847 million (US$4,778 million), a decrease of 11% year-over-year.<b>Adjusted EBITDA</b>, a non-GAAP measurement, decreased 5% year-over-year to RMB48,628 million (US$7,532 million).<b>Adjusted EBITA</b>, a non-GAAP measurement, decreased 8% year-over-year to RMB41,731 million (US$6,463 million). The year-over-year decreases were primarily due to our investments in strategic areas to capture incremental opportunities, such as Community Marketplaces, Taobao Deals, Local Consumer Services and Lazada, as well as our increased spending on growth initiatives within China retail marketplaces, such as Idle Fish and Taobao Live, and our support to merchants.</li> <li><b>Net income attributable to ordinary shareholders</b> was RMB45,141 million (US$6,991 million),and<b>net income</b>was RMB42,835 million (US$6,634 million).<b>Non-GAAP net income</b> was RMB43,441 million (US$6,728 million), an increase of 10% year-over-year, mainly due to an increase in share of profit of equity method investees.</li> <li><b>Diluted earnings per ADS</b> was RMB16.38 (US$2.54) and<b>diluted earnings per share</b>was RMB2.05 (US$0.32 or HK$2.46).<b>Non-GAAP diluted earnings per ADS</b>was RMB16.60 (US$2.57), an increase of 12% year-over-year and<b>non-GAAP diluted earnings per share</b>was RMB2.08 (US$0.32 or HK$2.50), an increase of 12% year-over-year.</li> <li><b>Net cashprovided by operating activities</b> was RMB33,603 million (US$5,204 million).<b>Non-GAAP free cash flow</b>was RMB20,683 million (US$3,203 million), a decrease compared to RMB36,570 million in the same quarter of 2020, mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million fine levied earlier this year by China’s State Administration for Market Regulation pursuant to China’s Anti-monopoly Law (the “Anti-monopoly Fine”) and a decrease in profit as a result of our investments in key strategic areas.</li> </ul> <img src=\"https://static.tigerbbs.com/11aa08a1ccb4f80e6867c7e7631297c8\" tg-width=\"719\" tg-height=\"863\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li><b>收入</b>为人民币2057.40亿元(318.65亿美元),同比增长34%。剔除高鑫艺术的合并,我们的收入将同比增长22%至人民币1873.06亿元(290.10亿美元)。</li><li><b>年度活跃消费者</b>截至2021年6月30日止12个月,全球阿里巴巴-SW生态系统的数量约为11.8亿,比截至2021年3月31日止12个月增加了4500万。这包括Lazada、速卖通、Trendyol和Daraz服务的中国9.12亿消费者和2.65亿海外消费者。</li><li><b>营业收入</b>为人民币308.47亿元(47.78亿美元),同比下降11%。<b>调整后 EBITDA</b>非 GAAP 衡量标准同比下降 5% 至人民币 486.28 亿元(75.32 亿美元)。<b>经调整EBITA</b>非 GAAP 衡量标准同比下降 8% 至人民币 417.31 亿元(64.63 亿美元)。同比减少主要由于我们在策略领域进行投资以抓住增量机会,如社区市场、淘宝优惠、本地消费者服务和Lazada,以及我们在中国零售市场(如闲鱼和淘宝直播)内的增长计划支出增加,以及我们对商家的支持。</li><li><b>归属于普通股股东的净利润</b>为人民币451.41亿元(69.91亿美元),<b>净收入</b>为人民币428.35亿元(66.34亿美元)。<b>非公认会计准则净利润</b>为人民币434.41亿元(67.28亿美元),同比增长10%,主要由于权益法投资单位应占利润增加所致。</li><li><b>每股美国存托凭证摊薄收益</b>为人民币16.38元(2.54美元)及<b>稀释每股盈利</b>为人民币2.05元(0.32美元或2.46港元)。<b>非 GAAP 稀释每股 ADS 收益</b>为人民币16.60元(2.57美元),同比增长12%;<b>非 GAAP 稀释每股收益</b>为人民币2.08元(0.32美元或2.50港元),同比增长12%。</li><li><b>经营活动提供的现金净额</b>为人民币336.03亿元(52.04亿美元)。<b>非 GAAP 自由现金流</b>为人民币206.83亿元(32.03亿美元),较二零二零年同一季度的人民币365.70亿元有所减少,主要由于中国国家市场监督管理总局今年早些时候根据中国《反垄断法》开出的人民币182.28亿元罚款(「反垄断罚款」)部分结清金额为人民币91.14亿元(14.12亿美元),以及我们在关键战略领域的投资导致利润减少。</li></ul></blockquote></p><p> <b>China Retail Marketplaces</b></p><p><blockquote><b>中国零售市场</b></blockquote></p><p> In June 2021, Alibaba's China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million.</p><p><blockquote>2021年6月,阿里巴巴中国零售市场拥有9.39亿移动MAU,季度净增1400万。</blockquote></p><p> <b>Cloud Computing</b></p><p><blockquote><b>云计算</b></blockquote></p><p> In the June 2021 quarter, our cloud computing revenue grew 29% year-over-year to RMB16,051 million (US$2,486 million), primarily driven by robust growth in revenue from customers in the Internet, financial services and retail industries.</p><p><blockquote>在2021年6月季度,我们的云计算收入同比增长29%至人民币160.51亿元(24.86亿美元),主要得益于来自互联网、金融服务和零售行业客户的收入强劲增长。</blockquote></p><p> <b>Cash Flow from Operating Activities and Free Cash Flow</b></p><p><blockquote><b>经营活动现金流量及自由现金流量</b></blockquote></p><p> In the quarter ended June 30, 2021, net cash provided by operating activities was RMB33,603 million (US$5,204 million), a decrease compared to RMB50,099 million in the same quarter of 2020. Free cash flow, a non-GAAP measurement of liquidity, decreased to RMB20,683 million (US$3,203 million), from RMB36,570 million in the same quarter of 2020. The year-over-year decreases were mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million Anti-monopoly Fine and a decrease in profit as a result of our investments in key strategic areas. A reconciliation of net cash provided by operating activities to free cash flow is included at the end of this results announcement.</p><p><blockquote>截至2021年6月30日止季度,经营活动提供的现金净额为人民币336.03亿元(52.04亿美元),低于2020年同季度的人民币500.99亿元。自由现金流(一种非 GAAP 流动性衡量标准)从 2020 年同季度的人民币 365.7 亿元下降至人民币 206.83 亿元(32.03 亿美元)。同比减少主要由于人民币182.28亿元的反垄断罚款人民币91.14亿元(合14.12亿美元)的部分结算,以及我们在关键战略领域的投资导致利润减少。经营活动提供的净现金与自由现金流的对账列于本业绩公告末尾。</blockquote></p><p> <b>Increasing Share Repurchases</b></p><p><blockquote><b>增加股票回购</b></blockquote></p><p> Since April 1, 2021 and through the publication of this results announcement, we repurchased approximately 18.1 million of our ADSs (the equivalent of approximately 144.5 million of our ordinary shares) for approximately US$3,680 million under our share repurchase program. In addition, on August 2, 2021, our board of directors authorized the Company to upsize our Company's share repurchase program from US$10 billion to US$15 billion. This share repurchase program will be effective through the end of 2022.</p><p><blockquote>自2021年4月1日起及透过本业绩公告刊发,我们根据股份购回计划以约3,680百万美元购回约18.1百万股美国存讬股份(相当于约144.5百万股普通股)。此外,于2021年8月2日,我们的董事会授权本公司将本公司的股份回购计划规模从100亿美元扩大至150亿美元。该股份回购计划将于2022年底生效。</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/58bf53593de78f5f6e4fa1096d7aae94\" tg-width=\"757\" tg-height=\"793\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”</p><p><blockquote>我们正在将股票回购计划从 100 亿美元增加到 150 亿美元,这是公司历史上最大的股票回购计划,因为我们对长期增长前景充满信心。我们的净现金状况依然强劲,自2021年4月1日以来,我们已购回约37亿美元的美国存托凭证。”</blockquote></p><p> In June 2021, our China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million. We continue to increase penetration in less-developed areas, reflecting our success in broadening product offerings to meet diverse consumer demand.</p><p><blockquote>2021年6月,我们的中国零售市场拥有9.39亿个移动端MAU,季度净增1400万个。我们继续扩大在欠发达地区的渗透率,反映了我们在扩大产品范围以满足多元化消费者需求方面的成功。</blockquote></p><p> “Alibaba started the new fiscal year by delivering a healthy quarter. For the June quarter, global annual active consumers across the Alibaba Ecosystem reached 1.18 billion, an increase of 45 million from the March quarter, which includes 912 million consumers in China. Over more than twenty years of growth, we have developed a company that spans across both consumer and industrial Internet, with multiple engines driving our long-term growth,” said Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group. “We believe in the growth of the Chinese economy and long-term value creation of Alibaba, and we will continue to strengthen our technology advantage in improving the consumer experience and helping our enterprise customers to accomplish successful digital transformations.”</p><p><blockquote>“阿里巴巴-SW以健康的季度开启了新的财年。6 月份的季度,阿里巴巴-SW生态系统的全球年度活跃消费者达到 11.8 亿,比 3 月份的季度增加了 4500 万,其中包括 9.12 亿中国区消费者。经过二十多年的发展,我们已经发展成为一家横跨消费互联网和工业互联网的公司,多重引擎推动着我们的长期增长,”张勇集团董事长兼首席执行官阿里巴巴-SW说。“我们相信中国经济的增长和阿里巴巴-SW的长期价值创造,我们将继续加强我们在改善消费者体验和帮助企业客户成功实现数字化转型方面的技术优势。”</blockquote></p><p> “We delivered strong revenue growth of 34% year-over-year. As we said in last quarter's results announcement, we are investing our excess profits and additional capital to support our merchants and invest in strategic areas to better serve customers and penetrate into new addressable markets,” said Maggie Wu, Chief Financial Officer of Alibaba Group. “We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”</p><p><blockquote>“我们实现了 34% 的强劲收入同比增长。正如我们在上一季度业绩公告中所说,我们正在将超额利润和额外资本投资于支持我们的商家,并投资于战略领域,以更好地服务客户并打入新的潜在市场,”阿里巴巴-SW集团首席财务官 Maggie Wu 说。“我们正在将股票回购计划从 100 亿美元增加到 150 亿美元,这是公司历史上最大的股票回购计划,因为我们对长期增长前景充满信心。自 2021 年 4 月 1 日以来,我们已回购了约 37 亿美元的美国存托凭证”。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169635195","content_text":"(August 3) Alibaba posted financial result in premarket, which showed that:\nAlibaba Q1 revenue RMB205.74 bln vs. RMB153.75 bln a year ago; FactSet consensus RMB209.11 bln.\nAlibaba Q1 adj. EPS RMB16.60 vs. RMB14.82 a year ago; FactSet consensus RMB14.33.\nBUSINESS HIGHLIGHTS\nIn the quarter ended June 30, 2021:\n\nRevenue was RMB205,740 million (US$31,865 million), an increase of 34% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 22% year-over-year to RMB187,306 million (US$29,010 million).\nAnnual active consumersof the Alibaba Ecosystem across the world reached approximately 1.18 billion for the twelve months ended June 30, 2021, an increase of 45 million from the twelve months ended March 31, 2021. This includes 912 million consumers in China1and 265 million consumers overseas served by Lazada, AliExpress, Trendyol and Daraz.\nIncome from operations was RMB30,847 million (US$4,778 million), a decrease of 11% year-over-year.Adjusted EBITDA, a non-GAAP measurement, decreased 5% year-over-year to RMB48,628 million (US$7,532 million).Adjusted EBITA, a non-GAAP measurement, decreased 8% year-over-year to RMB41,731 million (US$6,463 million). The year-over-year decreases were primarily due to our investments in strategic areas to capture incremental opportunities, such as Community Marketplaces, Taobao Deals, Local Consumer Services and Lazada, as well as our increased spending on growth initiatives within China retail marketplaces, such as Idle Fish and Taobao Live, and our support to merchants.\nNet income attributable to ordinary shareholders was RMB45,141 million (US$6,991 million),andnet incomewas RMB42,835 million (US$6,634 million).Non-GAAP net income was RMB43,441 million (US$6,728 million), an increase of 10% year-over-year, mainly due to an increase in share of profit of equity method investees.\nDiluted earnings per ADS was RMB16.38 (US$2.54) anddiluted earnings per sharewas RMB2.05 (US$0.32 or HK$2.46).Non-GAAP diluted earnings per ADSwas RMB16.60 (US$2.57), an increase of 12% year-over-year andnon-GAAP diluted earnings per sharewas RMB2.08 (US$0.32 or HK$2.50), an increase of 12% year-over-year.\nNet cashprovided by operating activities was RMB33,603 million (US$5,204 million).Non-GAAP free cash flowwas RMB20,683 million (US$3,203 million), a decrease compared to RMB36,570 million in the same quarter of 2020, mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million fine levied earlier this year by China’s State Administration for Market Regulation pursuant to China’s Anti-monopoly Law (the “Anti-monopoly Fine”) and a decrease in profit as a result of our investments in key strategic areas.\n\n\nChina Retail Marketplaces\nIn June 2021, Alibaba's China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million.\nCloud Computing\nIn the June 2021 quarter, our cloud computing revenue grew 29% year-over-year to RMB16,051 million (US$2,486 million), primarily driven by robust growth in revenue from customers in the Internet, financial services and retail industries.\nCash Flow from Operating Activities and Free Cash Flow\nIn the quarter ended June 30, 2021, net cash provided by operating activities was RMB33,603 million (US$5,204 million), a decrease compared to RMB50,099 million in the same quarter of 2020. Free cash flow, a non-GAAP measurement of liquidity, decreased to RMB20,683 million (US$3,203 million), from RMB36,570 million in the same quarter of 2020. The year-over-year decreases were mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million Anti-monopoly Fine and a decrease in profit as a result of our investments in key strategic areas. A reconciliation of net cash provided by operating activities to free cash flow is included at the end of this results announcement.\nIncreasing Share Repurchases\nSince April 1, 2021 and through the publication of this results announcement, we repurchased approximately 18.1 million of our ADSs (the equivalent of approximately 144.5 million of our ordinary shares) for approximately US$3,680 million under our share repurchase program. In addition, on August 2, 2021, our board of directors authorized the Company to upsize our Company's share repurchase program from US$10 billion to US$15 billion. This share repurchase program will be effective through the end of 2022.\n\nWe are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”\nIn June 2021, our China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million. We continue to increase penetration in less-developed areas, reflecting our success in broadening product offerings to meet diverse consumer demand.\n“Alibaba started the new fiscal year by delivering a healthy quarter. For the June quarter, global annual active consumers across the Alibaba Ecosystem reached 1.18 billion, an increase of 45 million from the March quarter, which includes 912 million consumers in China. Over more than twenty years of growth, we have developed a company that spans across both consumer and industrial Internet, with multiple engines driving our long-term growth,” said Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group. “We believe in the growth of the Chinese economy and long-term value creation of Alibaba, and we will continue to strengthen our technology advantage in improving the consumer experience and helping our enterprise customers to accomplish successful digital transformations.”\n“We delivered strong revenue growth of 34% year-over-year. As we said in last quarter's results announcement, we are investing our excess profits and additional capital to support our merchants and invest in strategic areas to better serve customers and penetrate into new addressable markets,” said Maggie Wu, Chief Financial Officer of Alibaba Group. “We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":3731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144596092,"gmtCreate":1626305124416,"gmtModify":1631892840850,"author":{"id":"3581672061336023","authorId":"3581672061336023","name":"DerrickDoge","avatar":"https://static.tigerbbs.com/7512a6d7a73b844ab9bb490e1cca3cb1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581672061336023","idStr":"3581672061336023"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/144596092","repostId":"1110985217","repostType":4,"isVote":1,"tweetType":1,"viewCount":640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103029212,"gmtCreate":1619739827936,"gmtModify":1631892840866,"author":{"id":"3581672061336023","authorId":"3581672061336023","name":"DerrickDoge","avatar":"https://static.tigerbbs.com/7512a6d7a73b844ab9bb490e1cca3cb1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581672061336023","idStr":"3581672061336023"},"themes":[],"title":"","htmlText":"加油加油","listText":"加油加油","text":"加油加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/103029212","repostId":"2131534297","repostType":2,"isVote":1,"tweetType":1,"viewCount":1235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":802928257,"gmtCreate":1627708802279,"gmtModify":1631890593280,"author":{"id":"3581672061336023","authorId":"3581672061336023","name":"DerrickDoge","avatar":"https://static.tigerbbs.com/7512a6d7a73b844ab9bb490e1cca3cb1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581672061336023","idStr":"3581672061336023"},"themes":[],"title":"","htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/802928257","repostId":"1166392380","repostType":4,"isVote":1,"tweetType":1,"viewCount":3533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894186712,"gmtCreate":1628811805936,"gmtModify":1631890593274,"author":{"id":"3581672061336023","authorId":"3581672061336023","name":"DerrickDoge","avatar":"https://static.tigerbbs.com/7512a6d7a73b844ab9bb490e1cca3cb1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581672061336023","idStr":"3581672061336023"},"themes":[],"title":"","htmlText":"Mickey mouse gogogo","listText":"Mickey mouse gogogo","text":"Mickey mouse gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/894186712","repostId":"1186962819","repostType":4,"repost":{"id":"1186962819","kind":"news","pubTimestamp":1628809269,"share":"https://www.laohunote.com/m/news/1186962819?lang=zh_CN&edition=full","pubTime":"2021-08-13 07:01","market":"us","language":"en","title":"Disney jumps over 5% as financials, subscribers top Street expectations<blockquote>由于财务状况和订户超出华尔街预期,迪士尼股价上涨超过 5%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1186962819","media":"Seeking Alpha","summary":"Walt Disney is up 5.77% after hours following fiscal third-quarter earnings where it topped expectat","content":"<p><ul> <li><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> is up 5.77% after hours following fiscal third-quarter earnings where it topped expectations on top and bottom lines and exceeded forecasts for its subscribers to streaming service Disney+.</li> </ul> <img src=\"https://static.tigerbbs.com/143228ff7ee429571324090db7a54eed\" tg-width=\"1039\" tg-height=\"898\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li><a href=\"https://laohu8.com/S/DIS\">华特·迪士尼</a>第三财季盈利超出预期,并超出流媒体服务 Disney+ 用户的预期,盘后上涨 5.77%。</li></ul></blockquote></p><p> <ul> <li>Those subscribers hit 116 million, vs. an expected 112.8 million. Across its streaming services, including Disney+, ESPN+ and Hulu, the company is near 174 million subscribers.</li> <li>Revenues grew 45% to $17 billion, and the company swung back to a $995 million profit from last year's $4.84 billion loss.</li> <li>Earnings from continuing operations swung to a gain of 50 cents a share from a year-ago loss of $2.61 a share. Adjusted earnings jumped to 80 cents a share from 8 cents a share in the year-ago quarter.</li> <li>Revenue by segment: Disney Media and Entertainment Distribution, $12.68 billion (up 18%); Disney Parks, Experiences and Products, $4.34 billion (up 308%).</li> <li>The company warned about the ongoing recovery from the COVID-19 pandemic. On the content side: \"Although most film and television production resumed beginning in the fourth quarter of fiscal 2020, we continue to see disruption of film and television production, as well as live sports events, depending on local circumstances. Fewer theatrical releases and production delays have limited the availability of film content to be sold in the subsequent home entertainment and TV/ SVOD distribution windows.\"</li> <li>As for the Parks, Experiences and Products segment: \"Although results have improved in the current quarter compared to the prior-year quarter from reopening our parks and resorts, we continue to be impacted by the suspension of cruise ship sailings (with an ongoing return of cruise ship sailings beginning in July 2021) and reduced operating capacities across many of our Disney Parks, Experiences and Products businesses.\"</li> <li>Conference call will come at 4:30 p.m. ET.</li> </ul> <img src=\"https://static.tigerbbs.com/ae1db1aa3d9adcf732e52db95921514f\" tg-width=\"885\" tg-height=\"641\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li>这些订户达到 1.16 亿,而预期为 1.128 亿。在包括Disney+、ESPN+和Hulu在内的流媒体服务中,该公司拥有近1.74亿订户。</li><li>收入增长 45%,达到 170 亿美元,该公司从去年 48.4 亿美元的亏损转为 9.95 亿美元的利润。</li><li>持续经营收益从一年前的每股亏损 2.61 美元转为每股收益 50 美分。调整后收益从去年同期的每股 8 美分跃升至每股 80 美分。</li><li>按部门划分的收入:迪士尼媒体和娱乐发行,126.8亿美元(增长18%);迪士尼乐园、体验和产品,43.4亿美元(增长308%)。</li><li>该公司对 COVID-19 大流行的持续复苏发出警告。在内容方面:“尽管大多数电影和电视制作从2020财年第四季度开始恢复,但我们继续看到电影和电视制作以及现场体育赛事中断,具体取决于当地情况。影院上映的减少和制作延迟限制了在后续家庭娱乐和电视/SVOD发行窗口销售的电影内容的可用性。”</li><li>至于公园、体验和产品部门:“尽管由于公园和度假村的重新开放,本季度的业绩与去年同期相比有所改善,但我们继续受到游轮航行暂停的影响(游轮航行将于 2021 年 7 月开始)以及我们许多迪士尼公园、体验和产品业务的运营能力下降。”</li><li>电话会议将于美国东部时间下午4:30到达。</li></ul></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>Disney jumps over 5% as financials, subscribers top Street expectations<blockquote>由于财务状况和订户超出华尔街预期,迪士尼股价上涨超过 5%</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; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDisney jumps over 5% as financials, subscribers top Street expectations<blockquote>由于财务状况和订户超出华尔街预期,迪士尼股价上涨超过 5%</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\">2021-08-13 07:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul> <li><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> is up 5.77% after hours following fiscal third-quarter earnings where it topped expectations on top and bottom lines and exceeded forecasts for its subscribers to streaming service Disney+.</li> </ul> <img src=\"https://static.tigerbbs.com/143228ff7ee429571324090db7a54eed\" tg-width=\"1039\" tg-height=\"898\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li><a href=\"https://laohu8.com/S/DIS\">华特·迪士尼</a>第三财季盈利超出预期,并超出流媒体服务 Disney+ 用户的预期,盘后上涨 5.77%。</li></ul></blockquote></p><p> <ul> <li>Those subscribers hit 116 million, vs. an expected 112.8 million. Across its streaming services, including Disney+, ESPN+ and Hulu, the company is near 174 million subscribers.</li> <li>Revenues grew 45% to $17 billion, and the company swung back to a $995 million profit from last year's $4.84 billion loss.</li> <li>Earnings from continuing operations swung to a gain of 50 cents a share from a year-ago loss of $2.61 a share. Adjusted earnings jumped to 80 cents a share from 8 cents a share in the year-ago quarter.</li> <li>Revenue by segment: Disney Media and Entertainment Distribution, $12.68 billion (up 18%); Disney Parks, Experiences and Products, $4.34 billion (up 308%).</li> <li>The company warned about the ongoing recovery from the COVID-19 pandemic. On the content side: \"Although most film and television production resumed beginning in the fourth quarter of fiscal 2020, we continue to see disruption of film and television production, as well as live sports events, depending on local circumstances. Fewer theatrical releases and production delays have limited the availability of film content to be sold in the subsequent home entertainment and TV/ SVOD distribution windows.\"</li> <li>As for the Parks, Experiences and Products segment: \"Although results have improved in the current quarter compared to the prior-year quarter from reopening our parks and resorts, we continue to be impacted by the suspension of cruise ship sailings (with an ongoing return of cruise ship sailings beginning in July 2021) and reduced operating capacities across many of our Disney Parks, Experiences and Products businesses.\"</li> <li>Conference call will come at 4:30 p.m. ET.</li> </ul> <img src=\"https://static.tigerbbs.com/ae1db1aa3d9adcf732e52db95921514f\" tg-width=\"885\" tg-height=\"641\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li>这些订户达到 1.16 亿,而预期为 1.128 亿。在包括Disney+、ESPN+和Hulu在内的流媒体服务中,该公司拥有近1.74亿订户。</li><li>收入增长 45%,达到 170 亿美元,该公司从去年 48.4 亿美元的亏损转为 9.95 亿美元的利润。</li><li>持续经营收益从一年前的每股亏损 2.61 美元转为每股收益 50 美分。调整后收益从去年同期的每股 8 美分跃升至每股 80 美分。</li><li>按部门划分的收入:迪士尼媒体和娱乐发行,126.8亿美元(增长18%);迪士尼乐园、体验和产品,43.4亿美元(增长308%)。</li><li>该公司对 COVID-19 大流行的持续复苏发出警告。在内容方面:“尽管大多数电影和电视制作从2020财年第四季度开始恢复,但我们继续看到电影和电视制作以及现场体育赛事中断,具体取决于当地情况。影院上映的减少和制作延迟限制了在后续家庭娱乐和电视/SVOD发行窗口销售的电影内容的可用性。”</li><li>至于公园、体验和产品部门:“尽管由于公园和度假村的重新开放,本季度的业绩与去年同期相比有所改善,但我们继续受到游轮航行暂停的影响(游轮航行将于 2021 年 7 月开始)以及我们许多迪士尼公园、体验和产品业务的运营能力下降。”</li><li>电话会议将于美国东部时间下午4:30到达。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/news/3729870-disney-stock-jumps-5-as-financials-subscribers-top-street-expectations\">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":{"DIS":"迪士尼"},"source_url":"https://seekingalpha.com/news/3729870-disney-stock-jumps-5-as-financials-subscribers-top-street-expectations","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186962819","content_text":"Walt Disney is up 5.77% after hours following fiscal third-quarter earnings where it topped expectations on top and bottom lines and exceeded forecasts for its subscribers to streaming service Disney+.\n\n\n\nThose subscribers hit 116 million, vs. an expected 112.8 million. Across its streaming services, including Disney+, ESPN+ and Hulu, the company is near 174 million subscribers.\nRevenues grew 45% to $17 billion, and the company swung back to a $995 million profit from last year's $4.84 billion loss.\nEarnings from continuing operations swung to a gain of 50 cents a share from a year-ago loss of $2.61 a share. Adjusted earnings jumped to 80 cents a share from 8 cents a share in the year-ago quarter.\nRevenue by segment: Disney Media and Entertainment Distribution, $12.68 billion (up 18%); Disney Parks, Experiences and Products, $4.34 billion (up 308%).\nThe company warned about the ongoing recovery from the COVID-19 pandemic. On the content side: \"Although most film and television production resumed beginning in the fourth quarter of fiscal 2020, we continue to see disruption of film and television production, as well as live sports events, depending on local circumstances. Fewer theatrical releases and production delays have limited the availability of film content to be sold in the subsequent home entertainment and TV/ SVOD distribution windows.\"\nAs for the Parks, Experiences and Products segment: \"Although results have improved in the current quarter compared to the prior-year quarter from reopening our parks and resorts, we continue to be impacted by the suspension of cruise ship sailings (with an ongoing return of cruise ship sailings beginning in July 2021) and reduced operating capacities across many of our Disney Parks, Experiences and Products businesses.\"\nConference call will come at 4:30 p.m. ET.","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":3414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895111134,"gmtCreate":1628728143028,"gmtModify":1631890593275,"author":{"id":"3581672061336023","authorId":"3581672061336023","name":"DerrickDoge","avatar":"https://static.tigerbbs.com/7512a6d7a73b844ab9bb490e1cca3cb1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581672061336023","idStr":"3581672061336023"},"themes":[],"title":"","htmlText":"Pls fire up tonite.","listText":"Pls fire up tonite.","text":"Pls fire up tonite.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895111134","repostId":"1106699544","repostType":4,"repost":{"id":"1106699544","kind":"news","pubTimestamp":1628723648,"share":"https://www.laohunote.com/m/news/1106699544?lang=zh_CN&edition=full","pubTime":"2021-08-12 07:14","market":"hk","language":"en","title":"Nio Stock: EV Maker's Second-Quarter Loss Narrows as Revenue Rises<blockquote>蔚来股票:随着收入增加,电动汽车制造商第二季度亏损收窄</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106699544","media":"The Street","summary":"Nio beats Wall Street's expectations as second-quarter vehicle sales surge 127%.Nio -Get Report posted better-than-expected second-quarter earnings Wednesday as the Chinese electric vehicle company reported a jump in revenue and raised its guidance.Shares of the Shanghai company were essentially flat at $43.99 in after-hours trading.Nio reported a net loss of 7 cents a share. The adjusted loss coming to 3 cents a share. Analysts surveyed by FactSet were calling for a loss of 9 cents a share.Rev","content":"<p> Nio beats Wall Street's expectations as second-quarter vehicle sales surge 127%. Nio (<b>NIO</b>) -Get Report posted better-than-expected second-quarter earnings Wednesday as the Chinese electric vehicle company reported a jump in revenue and raised its guidance.</p><p><blockquote>蔚来第二季度汽车销量飙升 127%,超出华尔街预期。蔚来(<b>蔚来</b>) -Get 报告周三公布了好于预期的第二季度收益,这家中国电动汽车公司报告收入大幅增长并上调了指引。</blockquote></p><p> Shares of the Shanghai company were essentially flat at $43.99 in after-hours trading.<img src=\"https://static.tigerbbs.com/a746dc007dc46d29bf188a45bbc86aec\" tg-width=\"708\" tg-height=\"524\" referrerpolicy=\"no-referrer\">Nio reported a net loss of 7 cents a share. The adjusted loss coming to 3 cents a share. Analysts surveyed by FactSet were calling for a loss of 9 cents a share.</p><p><blockquote>这家上海公司的股价在盘后交易中基本持平于 43.99 美元。蔚来报告每股净亏损 7 美分。调整后的每股亏损为 3 美分。FactSet 调查的分析师预计每股亏损 9 美分。</blockquote></p><p> Revenue totaled $1.31 billion, up 127.2% from a year ago. The FactSet consensus called for revenue of $1.30 billion.<img src=\"https://static.tigerbbs.com/63e109b5f649ae97d7a9d377b88b71e9\" tg-width=\"1797\" tg-height=\"471\" referrerpolicy=\"no-referrer\">Vehicle sales came to $1.23 billion, up 127% from a year ago.</p><p><blockquote>收入总计13.1亿美元,同比增长127.2%。FactSet 共识要求收入为 13 亿美元。汽车销量达到12.3亿美元,同比增长127%。</blockquote></p><p> The company said the increase in vehicle sales in the quarter was mainly attributed to higher deliveries achieved from more product mix offered to Nio's users.</p><p><blockquote>该公司表示,本季度汽车销量的增长主要归因于向蔚来用户提供的更多产品组合带来的更高交付量。</blockquote></p><p> Niodelivered 7,931 vehicles in July, up 124.5% year-over-year, but down 1.9% from 8,083 in June.<img src=\"https://static.tigerbbs.com/8bf75d58d683b265aadac1f3bad5be7c\" tg-width=\"1690\" tg-height=\"245\" referrerpolicy=\"no-referrer\">For the third quarter, Nio is said it expects to deliver between 23,00 and 25,000 vehicles, up 88.4% to 104.8% from a year ago.</p><p><blockquote>蔚来7月份交付7,931辆汽车,同比增长124.5%,但较6月份的8,083辆下降1.9%。蔚来表示,第三季度预计交付 23,00 至 25,000 辆汽车,比去年同期增长 88.4% 至 104.8%。</blockquote></p><p> Revenue for the third quarter is expected to range from $1.38 billion to $1.49 billion, up 96.9% to 112.8% from a year ago. FactSet is calling for revenue of $1.32 billion.</p><p><blockquote>第三季度营收预计在13.8亿美元至14.9亿美元之间,同比增长96.9%至112.8%。FactSet预计营收为13.2亿美元。</blockquote></p><p> William Bin Li, Nio's founder, chairman and CEO, said in a statement that the company achieved a record-high quarterly delivery of 21,896 vehicles in the second quarter of 2021:</p><p><blockquote>蔚来汽车创始人、董事长兼首席执行官李斌在一份声明中表示,该公司在2021年第二季度实现了创纪录的21,896辆季度交付量:</blockquote></p><p> \"While the global supply chain still faces uncertainties, we have been working closely with our partners to improve the overall supply chain production capacity,\" Bin said. \"We aim to deliver three new products based on the NIO Technology Platform 2.0 in 2022, including ET7, a flagship premium smart electric sedan.\"</p><p><blockquote>“虽然全球供应链仍然面临不确定性,但我们一直在与合作伙伴密切合作,以提高整体供应链生产能力,”宾表示。“我们的目标是在2022年推出三款基于蔚来技术平台2.0的新产品,其中包括旗舰高端智能电动轿车ET7。”</blockquote></p><p> Steven Wei Feng, Nio's chief financial officer, said vehicle margin and gross margin reached 20.3% and 18.6% respectively.</p><p><blockquote>蔚来首席财务官魏峰表示,整车利润率和毛利率分别达到20.3%和18.6%。</blockquote></p><p> The increase of vehicle margin was mainly driven by the increase of vehicle delivery volume, higher average selling price, as well as lower material cost, the company said.</p><p><blockquote>该公司表示,汽车利润率的增长主要是由于汽车交付量的增加、平均售价的上涨以及材料成本的下降。</blockquote></p><p> Last month, Nio saidthat by the end of 2025it planned to add 3,700 battery-swap stations, which would give it 4,000.</p><p><blockquote>上个月,蔚来表示,到 2025 年底,计划增加 3,700 个换电站,使其达到 4,000 个。</blockquote></p><p></p>","source":"lsy1610613172068","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>Nio Stock: EV Maker's Second-Quarter Loss Narrows as Revenue Rises<blockquote>蔚来股票:随着收入增加,电动汽车制造商第二季度亏损收窄</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\">\nNio Stock: EV Maker's Second-Quarter Loss Narrows as Revenue Rises<blockquote>蔚来股票:随着收入增加,电动汽车制造商第二季度亏损收窄</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Street</strong><span class=\"h-time small\">2021-08-12 07:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p> Nio beats Wall Street's expectations as second-quarter vehicle sales surge 127%. Nio (<b>NIO</b>) -Get Report posted better-than-expected second-quarter earnings Wednesday as the Chinese electric vehicle company reported a jump in revenue and raised its guidance.</p><p><blockquote>蔚来第二季度汽车销量飙升 127%,超出华尔街预期。蔚来(<b>蔚来</b>) -Get 报告周三公布了好于预期的第二季度收益,这家中国电动汽车公司报告收入大幅增长并上调了指引。</blockquote></p><p> Shares of the Shanghai company were essentially flat at $43.99 in after-hours trading.<img src=\"https://static.tigerbbs.com/a746dc007dc46d29bf188a45bbc86aec\" tg-width=\"708\" tg-height=\"524\" referrerpolicy=\"no-referrer\">Nio reported a net loss of 7 cents a share. The adjusted loss coming to 3 cents a share. Analysts surveyed by FactSet were calling for a loss of 9 cents a share.</p><p><blockquote>这家上海公司的股价在盘后交易中基本持平于 43.99 美元。蔚来报告每股净亏损 7 美分。调整后的每股亏损为 3 美分。FactSet 调查的分析师预计每股亏损 9 美分。</blockquote></p><p> Revenue totaled $1.31 billion, up 127.2% from a year ago. The FactSet consensus called for revenue of $1.30 billion.<img src=\"https://static.tigerbbs.com/63e109b5f649ae97d7a9d377b88b71e9\" tg-width=\"1797\" tg-height=\"471\" referrerpolicy=\"no-referrer\">Vehicle sales came to $1.23 billion, up 127% from a year ago.</p><p><blockquote>收入总计13.1亿美元,同比增长127.2%。FactSet 共识要求收入为 13 亿美元。汽车销量达到12.3亿美元,同比增长127%。</blockquote></p><p> The company said the increase in vehicle sales in the quarter was mainly attributed to higher deliveries achieved from more product mix offered to Nio's users.</p><p><blockquote>该公司表示,本季度汽车销量的增长主要归因于向蔚来用户提供的更多产品组合带来的更高交付量。</blockquote></p><p> Niodelivered 7,931 vehicles in July, up 124.5% year-over-year, but down 1.9% from 8,083 in June.<img src=\"https://static.tigerbbs.com/8bf75d58d683b265aadac1f3bad5be7c\" tg-width=\"1690\" tg-height=\"245\" referrerpolicy=\"no-referrer\">For the third quarter, Nio is said it expects to deliver between 23,00 and 25,000 vehicles, up 88.4% to 104.8% from a year ago.</p><p><blockquote>蔚来7月份交付7,931辆汽车,同比增长124.5%,但较6月份的8,083辆下降1.9%。蔚来表示,第三季度预计交付 23,00 至 25,000 辆汽车,比去年同期增长 88.4% 至 104.8%。</blockquote></p><p> Revenue for the third quarter is expected to range from $1.38 billion to $1.49 billion, up 96.9% to 112.8% from a year ago. FactSet is calling for revenue of $1.32 billion.</p><p><blockquote>第三季度营收预计在13.8亿美元至14.9亿美元之间,同比增长96.9%至112.8%。FactSet预计营收为13.2亿美元。</blockquote></p><p> William Bin Li, Nio's founder, chairman and CEO, said in a statement that the company achieved a record-high quarterly delivery of 21,896 vehicles in the second quarter of 2021:</p><p><blockquote>蔚来汽车创始人、董事长兼首席执行官李斌在一份声明中表示,该公司在2021年第二季度实现了创纪录的21,896辆季度交付量:</blockquote></p><p> \"While the global supply chain still faces uncertainties, we have been working closely with our partners to improve the overall supply chain production capacity,\" Bin said. \"We aim to deliver three new products based on the NIO Technology Platform 2.0 in 2022, including ET7, a flagship premium smart electric sedan.\"</p><p><blockquote>“虽然全球供应链仍然面临不确定性,但我们一直在与合作伙伴密切合作,以提高整体供应链生产能力,”宾表示。“我们的目标是在2022年推出三款基于蔚来技术平台2.0的新产品,其中包括旗舰高端智能电动轿车ET7。”</blockquote></p><p> Steven Wei Feng, Nio's chief financial officer, said vehicle margin and gross margin reached 20.3% and 18.6% respectively.</p><p><blockquote>蔚来首席财务官魏峰表示,整车利润率和毛利率分别达到20.3%和18.6%。</blockquote></p><p> The increase of vehicle margin was mainly driven by the increase of vehicle delivery volume, higher average selling price, as well as lower material cost, the company said.</p><p><blockquote>该公司表示,汽车利润率的增长主要是由于汽车交付量的增加、平均售价的上涨以及材料成本的下降。</blockquote></p><p> Last month, Nio saidthat by the end of 2025it planned to add 3,700 battery-swap stations, which would give it 4,000.</p><p><blockquote>上个月,蔚来表示,到 2025 年底,计划增加 3,700 个换电站,使其达到 4,000 个。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.thestreet.com/investing/nio-stock-ev-makers-second-quarter-loss-narrows-as-revenue-rises\">The Street</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":{"NIO":"蔚来"},"source_url":"https://www.thestreet.com/investing/nio-stock-ev-makers-second-quarter-loss-narrows-as-revenue-rises","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106699544","content_text":"Nio beats Wall Street's expectations as second-quarter vehicle sales surge 127%.\n\nNio (NIO) -Get Report posted better-than-expected second-quarter earnings Wednesday as the Chinese electric vehicle company reported a jump in revenue and raised its guidance.\nShares of the Shanghai company were essentially flat at $43.99 in after-hours trading.Nio reported a net loss of 7 cents a share. The adjusted loss coming to 3 cents a share. Analysts surveyed by FactSet were calling for a loss of 9 cents a share.\nRevenue totaled $1.31 billion, up 127.2% from a year ago. The FactSet consensus called for revenue of $1.30 billion.Vehicle sales came to $1.23 billion, up 127% from a year ago.\nThe company said the increase in vehicle sales in the quarter was mainly attributed to higher deliveries achieved from more product mix offered to Nio's users.\nNiodelivered 7,931 vehicles in July, up 124.5% year-over-year, but down 1.9% from 8,083 in June.For the third quarter, Nio is said it expects to deliver between 23,00 and 25,000 vehicles, up 88.4% to 104.8% from a year ago.\nRevenue for the third quarter is expected to range from $1.38 billion to $1.49 billion, up 96.9% to 112.8% from a year ago. FactSet is calling for revenue of $1.32 billion.\nWilliam Bin Li, Nio's founder, chairman and CEO, said in a statement that the company achieved a record-high quarterly delivery of 21,896 vehicles in the second quarter of 2021:\n\"While the global supply chain still faces uncertainties, we have been working closely with our partners to improve the overall supply chain production capacity,\" Bin said. \"We aim to deliver three new products based on the NIO Technology Platform 2.0 in 2022, including ET7, a flagship premium smart electric sedan.\"\nSteven Wei Feng, Nio's chief financial officer, said vehicle margin and gross margin reached 20.3% and 18.6% respectively.\nThe increase of vehicle margin was mainly driven by the increase of vehicle delivery volume, higher average selling price, as well as lower material cost, the company said.\nLast month, Nio saidthat by the end of 2025it planned to add 3,700 battery-swap stations, which would give it 4,000.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801693881,"gmtCreate":1627513703743,"gmtModify":1631890593285,"author":{"id":"3581672061336023","authorId":"3581672061336023","name":"DerrickDoge","avatar":"https://static.tigerbbs.com/7512a6d7a73b844ab9bb490e1cca3cb1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581672061336023","idStr":"3581672061336023"},"themes":[],"title":"","htmlText":"Coin can do better","listText":"Coin can do better","text":"Coin can do better","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801693881","repostId":"2154760924","repostType":4,"isVote":1,"tweetType":1,"viewCount":1463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897869603,"gmtCreate":1628906242202,"gmtModify":1631890593272,"author":{"id":"3581672061336023","authorId":"3581672061336023","name":"DerrickDoge","avatar":"https://static.tigerbbs.com/7512a6d7a73b844ab9bb490e1cca3cb1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581672061336023","idStr":"3581672061336023"},"themes":[],"title":"","htmlText":"Like coin","listText":"Like coin","text":"Like coin","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/897869603","repostId":"2159215280","repostType":4,"isVote":1,"tweetType":1,"viewCount":3152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177380795,"gmtCreate":1627180680817,"gmtModify":1631890593293,"author":{"id":"3581672061336023","authorId":"3581672061336023","name":"DerrickDoge","avatar":"https://static.tigerbbs.com/7512a6d7a73b844ab9bb490e1cca3cb1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581672061336023","idStr":"3581672061336023"},"themes":[],"title":"","htmlText":"Nividia outperform.","listText":"Nividia outperform.","text":"Nividia outperform.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/177380795","repostId":"2153350439","repostType":4,"isVote":1,"tweetType":1,"viewCount":716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}