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2021-11-17

How soon will airplane company like Boeing and Airbus start to soar?

Boeing Stock Is Worth $300—if You Look Past 2022<blockquote>如果你展望2022年之后，波音股票价值300美元</blockquote>

2021-11-12

Tell me your opinion about this news...

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2021-09-02

With strong sales, such drop is unlikely!

Bear Attack: Could Apple Stock Really Drop 40%?<blockquote>空头攻击：苹果股价真的会下跌40%吗？</blockquote>

2021-08-18

👍💪🏼

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2021-06-24

Great ariticle, would you like to share it?

S&P 500 rises for a third day as comeback rally continues<blockquote>标普500连续第三天上涨，反弹仍在继续</blockquote>

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soon will airplane company like Boeing and Airbus start to soar?","listText":"How soon will airplane company like Boeing and Airbus start to soar?","text":"How soon will airplane company like Boeing and Airbus start to soar?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878347213","repostId":"1145251173","repostType":4,"repost":{"id":"1145251173","kind":"news","pubTimestamp":1637153235,"share":"https://www.laohu8.com/m/news/1145251173?lang=zh_CN&edition=full","pubTime":"2021-11-17 20:47","market":"us","language":"en","title":"Boeing Stock Is Worth $300—if You Look Past 2022<blockquote>如果你展望2022年之后，波音股票价值300美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1145251173","media":"Barrons","summary":"The last couple of years have been tough for Boeing stock. Shares have been, essentially, cut in hal","content":"<p>The last couple of years have been tough for&nbsp;Boeing&nbsp;stock. Shares have been, essentially, cut in half from their peak of about more than $440 a share. That peak, of course, was pre-Covid and pre-737 MAX woes. But&nbsp;Boeing&nbsp;shares, which are at about $228, can move back to $300 by the end of 2022 if things settle down for the large American airplane maker.</p><p><blockquote>过去几年对波音股票来说很艰难。股价基本上已较每股440多美元的峰值腰斩。当然，那个高峰是在Covid之前和737 MAX之前的灾难。但如果这家美国大型飞机制造商的情况稳定下来，波音股价目前约为228美元，到2022年底可能会回升至300美元。</blockquote></p><p> Tuesday, Seaport Global analyst Richard Safran reiterated his Buy rating on Boeing stock (ticker: BA) and said it’s a good idea for investors to buy now as a 2022 turnaround story. His price target is $298 a share.</p><p><blockquote>周二，Seaport Global分析师Richard Safran重申了对波音股票（股票代码：BA）的买入评级，并表示投资者现在买入是个好主意，因为这是2022年扭亏为盈的故事。他的目标价是每股298美元。</blockquote></p><p> Safran launched coverage of Boeing stock at Seaport with a Buy rating in June 2020, and he now believes he was too early. He didn’t see the Covid pandemic lingering as long as it has. What’s more, he didn’t see problems on Boeing 787 planes adding to its woes on its 737s.</p><p><blockquote>赛峰集团于2020年6月在Seaport推出了波音股票的买入评级，现在他认为自己还为时过早。他没有看到科维德·疫情逗留这么久。更重要的是，他并不认为波音787飞机的问题会加剧737飞机的困境。</blockquote></p><p> The 737 MAX jet was grounded worldwide for about 20 months, beginning in March 2019, after two deadly crashes inside of five months. MAX deliveries resumed near the end of 2020. But 787 jets aren’t being delivered right now because of quality problems discovered in recent months.</p><p><blockquote>在五个月内发生两起致命坠机事故后，737 MAX喷气式飞机从2019年3月开始在全球范围内停飞了约20个月。MAX交付于2020年底恢复。但由于近几个月发现的质量问题，787喷气式飞机目前尚未交付。</blockquote></p><p> Still, when Safran looks at 2022 and beyond—in a period where Boeing has less drama and more planes produced—he sees the stock moving north of $300.</p><p><blockquote>尽管如此，当赛峰集团展望2022年及以后时——在这个时期，波音公司的戏剧性事件减少，飞机产量增加——他认为该股将突破300美元。</blockquote></p><p> It isn’t hard to justify that view.Airbus&nbsp;and Boeing shares both trade for around 20 times estimated 2022 cash flows. But based on 2023 estimated numbers,Airbus&nbsp;is trading for about 18 times and Boeing stock is trading for less than 14 times.</p><p><blockquote>证明这种观点并不难。空客和波音的股价均约为2022年预计现金流的20倍。但根据2023年的估计数字，空客的股价约为18倍，波音股票的股价不到14倍。</blockquote></p><p> If Boeing were to trade like Airbus on its projected 2023 numbers, the stock would be between $300 and $330 a share. Investors just need confidence that 2023 will turn out well for Boeing.</p><p><blockquote>如果波音公司按照其2023年的预计数字进行交易，其股价将在每股300美元至330美元之间。投资者只需要相信2023年波音公司的业绩会很好。</blockquote></p><p> The tide is starting to turn, according to Safran. “Investor sentiment appears to be improving following” Boeing’s third-quarter earnings, wrote the analyst in a Tuesday note. “The general trend is that the worst is likely behind [the company].”</p><p><blockquote>赛峰集团表示，潮流开始转向。该分析师在周二的一份报告中写道，波音第三季度财报公布后，“投资者情绪似乎正在改善”。“总的趋势是，最糟糕的情况可能已经过去。”</blockquote></p><p> Safran doesn’t have the highest price target on the Street. He is among a group of bulls with price targets around $300. The bottom few still have price targets for Boeing stock roughly where it trades now.</p><p><blockquote>赛峰集团并没有华尔街最高的目标价。他是一群目标价在300美元左右的多头之一。垫底的少数人仍然将波音股票的目标价大致定为目前的交易价格。</blockquote></p><p> Overall, about 61% of analysts covering the stock rate shares Buy. The average Buy-rating ratio for stocks in the&nbsp;S&amp;P 500&nbsp;is about 55%.</p><p><blockquote>总体而言，约61%的分析师将股票评级为买入。标准普尔500指数股票的平均买入评级约为55%。</blockquote></p><p> Boeing stock is down 2.3% in Tuesday trading. The S&amp;P 500 and&nbsp;Dow Jones Industrial Average&nbsp;are up about 0.7% and 0.5%, respectively. Boeing stock, however, jumped 5% Monday after the start of the Dubai Air Show on Sunday. For the week, it’s still up more than 3%.</p><p><blockquote>波音股价在周二交易中下跌2.3%。标普500和道琼斯工业平均指数分别上涨约0.7%和0.5%。然而，周日迪拜航展开始后，波音股价周一上涨5%。本周涨幅仍超过3%。</blockquote></p><p> Companies such as Boeing and Airbus do a lot of business at air shows. Tuesday, Akasa Air ordered 72 MAX jets for the Indian market. That deal was signed in Dubai.</p><p><blockquote>波音和空客等公司在航展上做了很多生意。周二，阿卡萨航空为印度市场订购了72架MAX喷气式飞机。该协议是在迪拜签署的。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Boeing Stock Is Worth $300—if You Look Past 2022<blockquote>如果你展望2022年之后，波音股票价值300美元</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\">\nBoeing Stock Is Worth $300—if You Look Past 2022<blockquote>如果你展望2022年之后，波音股票价值300美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-17 20:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The last couple of years have been tough for&nbsp;Boeing&nbsp;stock. Shares have been, essentially, cut in half from their peak of about more than $440 a share. That peak, of course, was pre-Covid and pre-737 MAX woes. But&nbsp;Boeing&nbsp;shares, which are at about $228, can move back to $300 by the end of 2022 if things settle down for the large American airplane maker.</p><p><blockquote>过去几年对波音股票来说很艰难。股价基本上已较每股440多美元的峰值腰斩。当然，那个高峰是在Covid之前和737 MAX之前的灾难。但如果这家美国大型飞机制造商的情况稳定下来，波音股价目前约为228美元，到2022年底可能会回升至300美元。</blockquote></p><p> Tuesday, Seaport Global analyst Richard Safran reiterated his Buy rating on Boeing stock (ticker: BA) and said it’s a good idea for investors to buy now as a 2022 turnaround story. His price target is $298 a share.</p><p><blockquote>周二，Seaport Global分析师Richard Safran重申了对波音股票（股票代码：BA）的买入评级，并表示投资者现在买入是个好主意，因为这是2022年扭亏为盈的故事。他的目标价是每股298美元。</blockquote></p><p> Safran launched coverage of Boeing stock at Seaport with a Buy rating in June 2020, and he now believes he was too early. He didn’t see the Covid pandemic lingering as long as it has. What’s more, he didn’t see problems on Boeing 787 planes adding to its woes on its 737s.</p><p><blockquote>赛峰集团于2020年6月在Seaport推出了波音股票的买入评级，现在他认为自己还为时过早。他没有看到科维德·疫情逗留这么久。更重要的是，他并不认为波音787飞机的问题会加剧737飞机的困境。</blockquote></p><p> The 737 MAX jet was grounded worldwide for about 20 months, beginning in March 2019, after two deadly crashes inside of five months. MAX deliveries resumed near the end of 2020. But 787 jets aren’t being delivered right now because of quality problems discovered in recent months.</p><p><blockquote>在五个月内发生两起致命坠机事故后，737 MAX喷气式飞机从2019年3月开始在全球范围内停飞了约20个月。MAX交付于2020年底恢复。但由于近几个月发现的质量问题，787喷气式飞机目前尚未交付。</blockquote></p><p> Still, when Safran looks at 2022 and beyond—in a period where Boeing has less drama and more planes produced—he sees the stock moving north of $300.</p><p><blockquote>尽管如此，当赛峰集团展望2022年及以后时——在这个时期，波音公司的戏剧性事件减少，飞机产量增加——他认为该股将突破300美元。</blockquote></p><p> It isn’t hard to justify that view.Airbus&nbsp;and Boeing shares both trade for around 20 times estimated 2022 cash flows. But based on 2023 estimated numbers,Airbus&nbsp;is trading for about 18 times and Boeing stock is trading for less than 14 times.</p><p><blockquote>证明这种观点并不难。空客和波音的股价均约为2022年预计现金流的20倍。但根据2023年的估计数字，空客的股价约为18倍，波音股票的股价不到14倍。</blockquote></p><p> If Boeing were to trade like Airbus on its projected 2023 numbers, the stock would be between $300 and $330 a share. Investors just need confidence that 2023 will turn out well for Boeing.</p><p><blockquote>如果波音公司按照其2023年的预计数字进行交易，其股价将在每股300美元至330美元之间。投资者只需要相信2023年波音公司的业绩会很好。</blockquote></p><p> The tide is starting to turn, according to Safran. “Investor sentiment appears to be improving following” Boeing’s third-quarter earnings, wrote the analyst in a Tuesday note. “The general trend is that the worst is likely behind [the company].”</p><p><blockquote>赛峰集团表示，潮流开始转向。该分析师在周二的一份报告中写道，波音第三季度财报公布后，“投资者情绪似乎正在改善”。“总的趋势是，最糟糕的情况可能已经过去。”</blockquote></p><p> Safran doesn’t have the highest price target on the Street. He is among a group of bulls with price targets around $300. The bottom few still have price targets for Boeing stock roughly where it trades now.</p><p><blockquote>赛峰集团并没有华尔街最高的目标价。他是一群目标价在300美元左右的多头之一。垫底的少数人仍然将波音股票的目标价大致定为目前的交易价格。</blockquote></p><p> Overall, about 61% of analysts covering the stock rate shares Buy. The average Buy-rating ratio for stocks in the&nbsp;S&amp;P 500&nbsp;is about 55%.</p><p><blockquote>总体而言，约61%的分析师将股票评级为买入。标准普尔500指数股票的平均买入评级约为55%。</blockquote></p><p> Boeing stock is down 2.3% in Tuesday trading. The S&amp;P 500 and&nbsp;Dow Jones Industrial Average&nbsp;are up about 0.7% and 0.5%, respectively. Boeing stock, however, jumped 5% Monday after the start of the Dubai Air Show on Sunday. For the week, it’s still up more than 3%.</p><p><blockquote>波音股价在周二交易中下跌2.3%。标普500和道琼斯工业平均指数分别上涨约0.7%和0.5%。然而，周日迪拜航展开始后，波音股价周一上涨5%。本周涨幅仍超过3%。</blockquote></p><p> Companies such as Boeing and Airbus do a lot of business at air shows. Tuesday, Akasa Air ordered 72 MAX jets for the Indian market. That deal was signed in Dubai.</p><p><blockquote>波音和空客等公司在航展上做了很多生意。周二，阿卡萨航空为印度市场订购了72架MAX喷气式飞机。该协议是在迪拜签署的。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/boeing-stock-is-worth-300-if-you-look-past-2022-51637097194?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BA":"波音"},"source_url":"https://www.barrons.com/articles/boeing-stock-is-worth-300-if-you-look-past-2022-51637097194?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145251173","content_text":"The last couple of years have been tough for Boeing stock. Shares have been, essentially, cut in half from their peak of about more than $440 a share. That peak, of course, was pre-Covid and pre-737 MAX woes. But Boeing shares, which are at about $228, can move back to $300 by the end of 2022 if things settle down for the large American airplane maker.\nTuesday, Seaport Global analyst Richard Safran reiterated his Buy rating on Boeing stock (ticker: BA) and said it’s a good idea for investors to buy now as a 2022 turnaround story. His price target is $298 a share.\nSafran launched coverage of Boeing stock at Seaport with a Buy rating in June 2020, and he now believes he was too early. He didn’t see the Covid pandemic lingering as long as it has. What’s more, he didn’t see problems on Boeing 787 planes adding to its woes on its 737s.\nThe 737 MAX jet was grounded worldwide for about 20 months, beginning in March 2019, after two deadly crashes inside of five months. MAX deliveries resumed near the end of 2020. But 787 jets aren’t being delivered right now because of quality problems discovered in recent months.\nStill, when Safran looks at 2022 and beyond—in a period where Boeing has less drama and more planes produced—he sees the stock moving north of $300.\nIt isn’t hard to justify that view.Airbus and Boeing shares both trade for around 20 times estimated 2022 cash flows. But based on 2023 estimated numbers,Airbus is trading for about 18 times and Boeing stock is trading for less than 14 times.\nIf Boeing were to trade like Airbus on its projected 2023 numbers, the stock would be between $300 and $330 a share. Investors just need confidence that 2023 will turn out well for Boeing.\nThe tide is starting to turn, according to Safran. “Investor sentiment appears to be improving following” Boeing’s third-quarter earnings, wrote the analyst in a Tuesday note. “The general trend is that the worst is likely behind [the company].”\nSafran doesn’t have the highest price target on the Street. He is among a group of bulls with price targets around $300. The bottom few still have price targets for Boeing stock roughly where it trades now.\nOverall, about 61% of analysts covering the stock rate shares Buy. The average Buy-rating ratio for stocks in the S&P 500 is about 55%.\nBoeing stock is down 2.3% in Tuesday trading. The S&P 500 and Dow Jones Industrial Average are up about 0.7% and 0.5%, respectively. Boeing stock, however, jumped 5% Monday after the start of the Dubai Air Show on Sunday. For the week, it’s still up more than 3%.\nCompanies such as Boeing and Airbus do a lot of business at air shows. Tuesday, Akasa Air ordered 72 MAX jets for the Indian market. That deal was signed in Dubai.","news_type":1,"symbols_score_info":{"BA":0.9}},"isVote":1,"tweetType":1,"viewCount":3224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879944804,"gmtCreate":1636679074222,"gmtModify":1636679074376,"author":{"id":"3581931139037451","authorId":"3581931139037451","name":"Azmm","avatar":"https://static.tigerbbs.com/2238b56d08037b0fd89829147214471c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581931139037451","idStr":"3581931139037451"},"themes":[],"htmlText":"Tell me your opinion about this news...","listText":"Tell me your opinion about this news...","text":"Tell me your opinion about this news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879944804","repostId":"1147029332","repostType":2,"isVote":1,"tweetType":1,"viewCount":1350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":812241158,"gmtCreate":1630592026174,"gmtModify":1632471263091,"author":{"id":"3581931139037451","authorId":"3581931139037451","name":"Azmm","avatar":"https://static.tigerbbs.com/2238b56d08037b0fd89829147214471c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581931139037451","idStr":"3581931139037451"},"themes":[],"htmlText":"With strong sales, such drop is unlikely!","listText":"With strong sales, such drop is unlikely!","text":"With strong sales, such drop is unlikely!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/812241158","repostId":"1131318558","repostType":4,"repost":{"id":"1131318558","kind":"news","pubTimestamp":1630591645,"share":"https://www.laohu8.com/m/news/1131318558?lang=zh_CN&edition=full","pubTime":"2021-09-02 22:07","market":"us","language":"en","title":"Bear Attack: Could Apple Stock Really Drop 40%?<blockquote>空头攻击：苹果股价真的会下跌40%吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1131318558","media":"Thestreet","summary":"One of two Wall Street analysts that had a sell rating on Apple stock threw in the towel. The other still thinks that AAPL shares could drop 40%. Is the sizable downside risk realistic?On the first day of September, one of the rare Wall Street bears on Apple stock  finally gave in and dropped his sell rating. The last remaining one still sees shares dropping to a price target of $90, representing risk of loss of around 40%.Could New Street’s Pierre Ferragu, the last remaining Apple bear on Wall ","content":"<p>One of two Wall Street analysts that had a sell rating on Apple stock threw in the towel. The other still thinks that AAPL shares could drop 40%. Is the sizable downside risk realistic?</p><p><blockquote>对苹果股票给予卖出评级的两位华尔街分析师之一认输了。另一位仍然认为AAPL股价可能会下跌40%。巨大的下行风险现实吗？</blockquote></p><p> On the first day of September, one of the rare Wall Street bears on Apple stock&nbsp;(<b>AAPL</b>)&nbsp;finally gave in and dropped his sell rating. The last remaining one still&nbsp;sees&nbsp;shares dropping to a price target of $90, representing risk of loss of around 40%.</p><p><blockquote>九月的第一天，华尔街罕见的看空苹果股票之一（<b>AAPL</b>）最终让步，下调了卖出评级。剩下的最后一位仍将股价跌至90美元的目标价，损失风险约为40%。</blockquote></p><p> Could New Street’s Pierre Ferragu, the last remaining Apple bear on Wall Street, be right about his downside call? The Apple Maven looks a bit closer at the argument.</p><p><blockquote>New Street的Pierre Ferragu是华尔街最后一位看空苹果的人，他对看涨期权下行的看法可能是正确的吗？这位苹果专家更仔细地观察了这场争论。</blockquote></p><p> <b>Why bearish on Apple?</b></p><p><blockquote><b>为什么看空苹果？</b></blockquote></p><p> The core of Pierre’s bearish argument&nbsp;seems to be the iPhone. The analyst has called the upcoming device launch a “12S cycle”, arguing that the best of Apple’s iPhone upgrade wave,the so-called 5G super cycle, has been left in the rearview mirror.</p><p><blockquote>Pierre看空论点的核心似乎是iPhone。这位分析师将即将推出的设备称为“12S周期”，认为苹果iPhone升级浪潮中最好的部分，即所谓的5G超级周期，已经成为过去。</blockquote></p><p> New Street subscribes to the view that the strong iPhone 12 cycle has pulled forward smartphone sales, leaving a gap in demand going forward. Interestingly, this is exactly the&nbsp;opposite opinion of bullish Wedbush analyst Dan Ives, who said the following during an interview with the Apple Maven:</p><p><blockquote>New Street赞同这样的观点，即强劲的iPhone 12周期拉动了智能手机销量，导致未来需求出现缺口。有趣的是，这与看涨的Wedbush分析师Dan Ives的观点完全相反，Dan Ives在接受《苹果专家》采访时表示：</blockquote></p><p>   “What the Street underestimates is how massive and elongated this super cycle is. […] 5G does not get fully embraced for the next two or three years, until the networks are built out. In China [where the 5G infrastructure is further ahead], the iPhone 12, especially the larger Pro versions, really sold extremely well.”  Still on the iPhone, Mr. Ferragu laid out his expectations for 2022 back in April (I am unaware of revisions since then). He believes that iPhone shipments will reach 190 million units, suggesting segment revenues of around $150 billion – a modest annual increase of 5% from COVID-19 levels.</p><p><blockquote>“华尔街低估了这个超级周期的规模和长度。[……]在网络建成之前，5G在未来两三年内不会被完全接受。在中国（5G基础设施更加领先），iPhone 12，尤其是较大的Pro版本，确实卖得非常好。”Ferragu先生仍然在iPhone上，早在4月份就提出了他对2022年的预期（我不知道自那以后有什么修改）。他认为iPhone出货量将达到1.9亿部，这意味着该部门的收入约为1500亿美元——比COVID-19水平每年小幅增长5%。</blockquote></p><p> <b>Could AAPL sink 40%?</b></p><p><blockquote><b>AAPL会下跌40%吗？</b></blockquote></p><p> Now, let’s put pen to paper. For Apple stock to be valued at $90 apiece, one of two things would need to happen: either financial performance would need to lag consensus expectations, or valuations would need to contract (or a combination of both).</p><p><blockquote>现在，让我们动笔。苹果股票的估值要达到每股90美元，需要发生两件事之一：要么财务业绩需要落后于普遍预期，要么估值需要收缩（或两者兼而有之）。</blockquote></p><p> On results,Wall Street currently sees&nbsp;fiscal 2022 EPS landing at $5.63, roughly flat against a 2021 that has been impressive so far. For AAPL to drop 40% in price, therefore, next-year earnings would need to miss consensus substantially, by at least a couple of dollars. I find this highly unlikely.</p><p><blockquote>从业绩来看，华尔街目前预计2022财年每股收益将达到5.63美元，与迄今为止令人印象深刻的2021财年基本持平。因此，苹果公司要想股价下跌40%，明年的盈利就需要大幅低于市场预期，至少下降几美元。我觉得这不太可能。</blockquote></p><p> On valuations, AAPL currently trades at a fiscal 2021 earnings multiple of 27 times. Assuming consensus-matching results in the future, this multiple would need to drop to about 16 times for AAPL shares to sink to $90. The stock’s forward P/E has not been this low in years.</p><p><blockquote>从估值来看，AAPL目前的2021财年市盈率为27倍。假设未来的结果与共识匹配，这一市盈率需要降至16倍左右，AAPL股价才能跌至90美元。该股的预期市盈率多年来从未如此低。</blockquote></p><p> <b>The Apple Maven’s take</b></p><p><blockquote><b>苹果专家的看法</b></blockquote></p><p> I find it very improbable, if not virtually impossible, for Apple to ever be valued at $90 per share again. It is much more reasonable, in my opinion, that New Street’s current price target on the stock is simply stale, following AAPL’s 25% rally in the past six months.</p><p><blockquote>我发现苹果的估值即使不是几乎不可能，也不太可能再次达到每股90美元。在我看来，更合理的是，在AAPL在过去六个月内上涨了25%之后，New Street目前的股价目标已经过时了。</blockquote></p><p> Therefore, I would not be surprised to see Wall Street’s last AAPL bear eventually (soon?) give in on his downside convictions, at least in what pertains to his current price target.</p><p><blockquote>因此，看到华尔街最后一次看空苹果公司最终（很快？）屈服于他的下行信念，至少在与他当前的价格目标相关的方面，我不会感到惊讶。</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>Bear Attack: Could Apple Stock Really Drop 40%?<blockquote>空头攻击：苹果股价真的会下跌40%吗？</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\">\nBear Attack: Could Apple Stock Really Drop 40%?<blockquote>空头攻击：苹果股价真的会下跌40%吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Thestreet</strong><span class=\"h-time small\">2021-09-02 22:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p>One of two Wall Street analysts that had a sell rating on Apple stock threw in the towel. The other still thinks that AAPL shares could drop 40%. Is the sizable downside risk realistic?</p><p><blockquote>对苹果股票给予卖出评级的两位华尔街分析师之一认输了。另一位仍然认为AAPL股价可能会下跌40%。巨大的下行风险现实吗？</blockquote></p><p> On the first day of September, one of the rare Wall Street bears on Apple stock&nbsp;(<b>AAPL</b>)&nbsp;finally gave in and dropped his sell rating. The last remaining one still&nbsp;sees&nbsp;shares dropping to a price target of $90, representing risk of loss of around 40%.</p><p><blockquote>九月的第一天，华尔街罕见的看空苹果股票之一（<b>AAPL</b>）最终让步，下调了卖出评级。剩下的最后一位仍将股价跌至90美元的目标价，损失风险约为40%。</blockquote></p><p> Could New Street’s Pierre Ferragu, the last remaining Apple bear on Wall Street, be right about his downside call? The Apple Maven looks a bit closer at the argument.</p><p><blockquote>New Street的Pierre Ferragu是华尔街最后一位看空苹果的人，他对看涨期权下行的看法可能是正确的吗？这位苹果专家更仔细地观察了这场争论。</blockquote></p><p> <b>Why bearish on Apple?</b></p><p><blockquote><b>为什么看空苹果？</b></blockquote></p><p> The core of Pierre’s bearish argument&nbsp;seems to be the iPhone. The analyst has called the upcoming device launch a “12S cycle”, arguing that the best of Apple’s iPhone upgrade wave,the so-called 5G super cycle, has been left in the rearview mirror.</p><p><blockquote>Pierre看空论点的核心似乎是iPhone。这位分析师将即将推出的设备称为“12S周期”，认为苹果iPhone升级浪潮中最好的部分，即所谓的5G超级周期，已经成为过去。</blockquote></p><p> New Street subscribes to the view that the strong iPhone 12 cycle has pulled forward smartphone sales, leaving a gap in demand going forward. Interestingly, this is exactly the&nbsp;opposite opinion of bullish Wedbush analyst Dan Ives, who said the following during an interview with the Apple Maven:</p><p><blockquote>New Street赞同这样的观点，即强劲的iPhone 12周期拉动了智能手机销量，导致未来需求出现缺口。有趣的是，这与看涨的Wedbush分析师Dan Ives的观点完全相反，Dan Ives在接受《苹果专家》采访时表示：</blockquote></p><p>   “What the Street underestimates is how massive and elongated this super cycle is. […] 5G does not get fully embraced for the next two or three years, until the networks are built out. In China [where the 5G infrastructure is further ahead], the iPhone 12, especially the larger Pro versions, really sold extremely well.”  Still on the iPhone, Mr. Ferragu laid out his expectations for 2022 back in April (I am unaware of revisions since then). He believes that iPhone shipments will reach 190 million units, suggesting segment revenues of around $150 billion – a modest annual increase of 5% from COVID-19 levels.</p><p><blockquote>“华尔街低估了这个超级周期的规模和长度。[……]在网络建成之前，5G在未来两三年内不会被完全接受。在中国（5G基础设施更加领先），iPhone 12，尤其是较大的Pro版本，确实卖得非常好。”Ferragu先生仍然在iPhone上，早在4月份就提出了他对2022年的预期（我不知道自那以后有什么修改）。他认为iPhone出货量将达到1.9亿部，这意味着该部门的收入约为1500亿美元——比COVID-19水平每年小幅增长5%。</blockquote></p><p> <b>Could AAPL sink 40%?</b></p><p><blockquote><b>AAPL会下跌40%吗？</b></blockquote></p><p> Now, let’s put pen to paper. For Apple stock to be valued at $90 apiece, one of two things would need to happen: either financial performance would need to lag consensus expectations, or valuations would need to contract (or a combination of both).</p><p><blockquote>现在，让我们动笔。苹果股票的估值要达到每股90美元，需要发生两件事之一：要么财务业绩需要落后于普遍预期，要么估值需要收缩（或两者兼而有之）。</blockquote></p><p> On results,Wall Street currently sees&nbsp;fiscal 2022 EPS landing at $5.63, roughly flat against a 2021 that has been impressive so far. For AAPL to drop 40% in price, therefore, next-year earnings would need to miss consensus substantially, by at least a couple of dollars. I find this highly unlikely.</p><p><blockquote>从业绩来看，华尔街目前预计2022财年每股收益将达到5.63美元，与迄今为止令人印象深刻的2021财年基本持平。因此，苹果公司要想股价下跌40%，明年的盈利就需要大幅低于市场预期，至少下降几美元。我觉得这不太可能。</blockquote></p><p> On valuations, AAPL currently trades at a fiscal 2021 earnings multiple of 27 times. Assuming consensus-matching results in the future, this multiple would need to drop to about 16 times for AAPL shares to sink to $90. The stock’s forward P/E has not been this low in years.</p><p><blockquote>从估值来看，AAPL目前的2021财年市盈率为27倍。假设未来的结果与共识匹配，这一市盈率需要降至16倍左右，AAPL股价才能跌至90美元。该股的预期市盈率多年来从未如此低。</blockquote></p><p> <b>The Apple Maven’s take</b></p><p><blockquote><b>苹果专家的看法</b></blockquote></p><p> I find it very improbable, if not virtually impossible, for Apple to ever be valued at $90 per share again. It is much more reasonable, in my opinion, that New Street’s current price target on the stock is simply stale, following AAPL’s 25% rally in the past six months.</p><p><blockquote>我发现苹果的估值即使不是几乎不可能，也不太可能再次达到每股90美元。在我看来，更合理的是，在AAPL在过去六个月内上涨了25%之后，New Street目前的股价目标已经过时了。</blockquote></p><p> Therefore, I would not be surprised to see Wall Street’s last AAPL bear eventually (soon?) give in on his downside convictions, at least in what pertains to his current price target.</p><p><blockquote>因此，看到华尔街最后一次看空苹果公司最终（很快？）屈服于他的下行信念，至少在与他当前的价格目标相关的方面，我不会感到惊讶。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/stock/bear-attack-could-apple-stock-really-drop-40\">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/apple/stock/bear-attack-could-apple-stock-really-drop-40","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131318558","content_text":"One of two Wall Street analysts that had a sell rating on Apple stock threw in the towel. The other still thinks that AAPL shares could drop 40%. Is the sizable downside risk realistic?\nOn the first day of September, one of the rare Wall Street bears on Apple stock (AAPL) finally gave in and dropped his sell rating. The last remaining one still sees shares dropping to a price target of $90, representing risk of loss of around 40%.\nCould New Street’s Pierre Ferragu, the last remaining Apple bear on Wall Street, be right about his downside call? The Apple Maven looks a bit closer at the argument.\nWhy bearish on Apple?\nThe core of Pierre’s bearish argument seems to be the iPhone. The analyst has called the upcoming device launch a “12S cycle”, arguing that the best of Apple’s iPhone upgrade wave,the so-called 5G super cycle, has been left in the rearview mirror.\nNew Street subscribes to the view that the strong iPhone 12 cycle has pulled forward smartphone sales, leaving a gap in demand going forward. Interestingly, this is exactly the opposite opinion of bullish Wedbush analyst Dan Ives, who said the following during an interview with the Apple Maven:\n\n “What the Street underestimates is how massive and elongated this super cycle is. […] 5G does not get fully embraced for the next two or three years, until the networks are built out. In China [where the 5G infrastructure is further ahead], the iPhone 12, especially the larger Pro versions, really sold extremely well.”\n\nStill on the iPhone, Mr. Ferragu laid out his expectations for 2022 back in April (I am unaware of revisions since then). He believes that iPhone shipments will reach 190 million units, suggesting segment revenues of around $150 billion – a modest annual increase of 5% from COVID-19 levels.\nCould AAPL sink 40%?\nNow, let’s put pen to paper. For Apple stock to be valued at $90 apiece, one of two things would need to happen: either financial performance would need to lag consensus expectations, or valuations would need to contract (or a combination of both).\nOn results,Wall Street currently sees fiscal 2022 EPS landing at $5.63, roughly flat against a 2021 that has been impressive so far. For AAPL to drop 40% in price, therefore, next-year earnings would need to miss consensus substantially, by at least a couple of dollars. I find this highly unlikely.\nOn valuations, AAPL currently trades at a fiscal 2021 earnings multiple of 27 times. Assuming consensus-matching results in the future, this multiple would need to drop to about 16 times for AAPL shares to sink to $90. The stock’s forward P/E has not been this low in years.\nThe Apple Maven’s take\nI find it very improbable, if not virtually impossible, for Apple to ever be valued at $90 per share again. It is much more reasonable, in my opinion, that New Street’s current price target on the stock is simply stale, following AAPL’s 25% rally in the past six months.\nTherefore, I would not be surprised to see Wall Street’s last AAPL bear eventually (soon?) give in on his downside convictions, at least in what pertains to his current price target.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1071,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833739804,"gmtCreate":1629261535908,"gmtModify":1633686129390,"author":{"id":"3581931139037451","authorId":"3581931139037451","name":"Azmm","avatar":"https://static.tigerbbs.com/2238b56d08037b0fd89829147214471c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581931139037451","idStr":"3581931139037451"},"themes":[],"htmlText":"👍💪🏼","listText":"👍💪🏼","text":"👍💪🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833739804","repostId":"1137059057","repostType":4,"isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126089734,"gmtCreate":1624537491328,"gmtModify":1634004736599,"author":{"id":"3581931139037451","authorId":"3581931139037451","name":"Azmm","avatar":"https://static.tigerbbs.com/2238b56d08037b0fd89829147214471c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581931139037451","idStr":"3581931139037451"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126089734","repostId":"1141331644","repostType":4,"repost":{"id":"1141331644","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":1624455055,"share":"https://www.laohu8.com/m/news/1141331644?lang=zh_CN&edition=full","pubTime":"2021-06-23 21:30","market":"us","language":"en","title":"S&P 500 rises for a third day as comeback rally continues<blockquote>标普500连续第三天上涨，反弹仍在继续</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1141331644","media":"Tiger Newspress","summary":"(June 23) U.S. stocks rose on Wednesday, a day after the Nasdaq Composite index hit an all-time high","content":"<p>(June 23)&nbsp;U.S. stocks rose on Wednesday, a day after the Nasdaq Composite index hit an all-time high and the S&amp;P 500 closed just shy of one.</p><p><blockquote>（6月23日）美国。周三股市上涨，一天前纳斯达克综合指数创下历史新高，标普500收盘略低于1点。</blockquote></p><p> The Dow Jones Industrial Average advanced 40 points. The S&amp;P 500 gained 0.2%, sitting 0.1% from a record. The Nasdaq Composite climbed 0.2% after closing at a record in the previous session. That was the Nasdaq’s first new high since April 29th as investors have started to rotate back into Big Tech shares.</p><p><blockquote>道琼斯工业平均指数上涨40点。标普500上涨0.2%，较历史新高上涨0.1%。纳斯达克综合指数在前一交易日收于创纪录水平后上涨0.2%。这是该纳斯达克自4月29日以来的首个新高，因为投资者已开始转向大型科技股。</blockquote></p><p> Energy names including Exxon Mobil and Chevron climbed as oil prices continued to rise. Brent crude topped $75 a barrel to hit a two-year high on Wednesday.</p><p><blockquote>随着油价持续上涨，埃克森美孚和雪佛龙等能源股股价上涨。布伦特原油周三突破每桶75美元，创两年新高。</blockquote></p><p> Bitcoin staged an impressive comeback on Tuesday that was carrying through on Wednesday.On Tuesday,the cryptocurrency at one point dipped below $30,000 and erased its gains for 2021. But bitcoin ultimately recouped all of the more than 11% loss and finished the session in positive territory, according to data from Coin Metrics.</p><p><blockquote>比特币在周二上演了令人印象深刻的复出，并一直持续到周三。周二，该加密货币一度跌破30,000美元，抹去了2021年的涨幅。但根据Coin Metrics的数据，比特币最终收复了超过11%的跌幅，并以正值收盘。</blockquote></p><p> At last check,bitcoinwas up another 4% to above $34,000 on Wednesday.</p><p><blockquote>据最新检查，比特币周三又上涨4%，至34,000美元以上。</blockquote></p><p> EV stocks rose in morning trading.<img src=\"https://static.tigerbbs.com/8984f8ae7b74f7b0dab8ee0db778efca\" tg-width=\"281\" tg-height=\"210\" referrerpolicy=\"no-referrer\">Big&nbsp;tech&nbsp;stocks mixed in morning trading.<img src=\"https://static.tigerbbs.com/a6ed5f54b77d44997d7bc777dfccf313\" tg-width=\"282\" tg-height=\"326\" referrerpolicy=\"no-referrer\">Federal Reserve Chairman Jerome Powell testified before the House of Representatives on Tuesday, which appeared to lift sentiment as he reiterated that inflation pressures will betemporary.</p><p><blockquote>电动汽车股早盘上涨。大型科技股早盘涨跌互现。美联储主席杰罗姆·鲍威尔周二在众议院作证，他重申通胀压力将是暂时的，这似乎提振了市场情绪。</blockquote></p><p> \"Powell outlined how the inflation overshoot is from categories directly affected by reopening,\" said Ed Moya, senior market analyst at Oanda. \"He noted there is extremely strong demand and that the supply has been caught flat-footed.\"</p><p><blockquote>Oanda高级市场分析师埃德·莫亚(Ed Moya)表示：“鲍威尔概述了通胀超调是如何来自受重新开放直接影响的类别。”“他指出，需求极其强劲，而供应却措手不及。”</blockquote></p><p> For June the S&amp;P 500 and Nasdaq Composite are in the green, rising 1% and 3.6%, respectively. The Dow, however, is in the red for the month amid weakness in Caterpillar and JPMorgan.</p><p><blockquote>6月份，标普500和纳斯达克综合指数呈绿色，分别上涨1%和3.6%。然而，由于卡特彼勒和摩根大通的疲软，道琼斯指数本月出现亏损。</blockquote></p><p> Looking ahead, UBS said it maintains a \"positive tactical view on stocks,\" but that gains will be unevenly distributed.</p><p><blockquote>展望未来，瑞银表示，它对股市保持“积极的战术观点”，但收益将分布不均。</blockquote></p><p> \"We see potential in regional markets that lagged in the second quarter, particularly China and Japan, as well as among those companies and sectors most exposed to economic reopening, including energy, financials, and US small- and mid-caps,\" the firm wrote in a recent note to clients. UBS said investors should take profits in some of the year-to-date winners that might have limited upside ahead, including real estate, consumer discretionary and industrial names.</p><p><blockquote>该公司表示：“我们看到了第二季度表现落后的区域市场的潜力，特别是中国和日本，以及那些受经济重新开放影响最大的公司和行业，包括能源、金融和美国中小型股。”在最近给客户的一份报告中写道。瑞银表示，投资者应该在一些今年迄今的涨幅可能有限的股票中获利了结，包括房地产、非必需消费品和工业股。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 rises for a third day as comeback rally continues<blockquote>标普500连续第三天上涨，反弹仍在继续</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 rises for a third day as comeback rally continues<blockquote>标普500连续第三天上涨，反弹仍在继续</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\">2021-06-23 21:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(June 23)&nbsp;U.S. stocks rose on Wednesday, a day after the Nasdaq Composite index hit an all-time high and the S&amp;P 500 closed just shy of one.</p><p><blockquote>（6月23日）美国。周三股市上涨，一天前纳斯达克综合指数创下历史新高，标普500收盘略低于1点。</blockquote></p><p> The Dow Jones Industrial Average advanced 40 points. The S&amp;P 500 gained 0.2%, sitting 0.1% from a record. The Nasdaq Composite climbed 0.2% after closing at a record in the previous session. That was the Nasdaq’s first new high since April 29th as investors have started to rotate back into Big Tech shares.</p><p><blockquote>道琼斯工业平均指数上涨40点。标普500上涨0.2%，较历史新高上涨0.1%。纳斯达克综合指数在前一交易日收于创纪录水平后上涨0.2%。这是该纳斯达克自4月29日以来的首个新高，因为投资者已开始转向大型科技股。</blockquote></p><p> Energy names including Exxon Mobil and Chevron climbed as oil prices continued to rise. Brent crude topped $75 a barrel to hit a two-year high on Wednesday.</p><p><blockquote>随着油价持续上涨，埃克森美孚和雪佛龙等能源股股价上涨。布伦特原油周三突破每桶75美元，创两年新高。</blockquote></p><p> Bitcoin staged an impressive comeback on Tuesday that was carrying through on Wednesday.On Tuesday,the cryptocurrency at one point dipped below $30,000 and erased its gains for 2021. But bitcoin ultimately recouped all of the more than 11% loss and finished the session in positive territory, according to data from Coin Metrics.</p><p><blockquote>比特币在周二上演了令人印象深刻的复出，并一直持续到周三。周二，该加密货币一度跌破30,000美元，抹去了2021年的涨幅。但根据Coin Metrics的数据，比特币最终收复了超过11%的跌幅，并以正值收盘。</blockquote></p><p> At last check,bitcoinwas up another 4% to above $34,000 on Wednesday.</p><p><blockquote>据最新检查，比特币周三又上涨4%，至34,000美元以上。</blockquote></p><p> EV stocks rose in morning trading.<img src=\"https://static.tigerbbs.com/8984f8ae7b74f7b0dab8ee0db778efca\" tg-width=\"281\" tg-height=\"210\" referrerpolicy=\"no-referrer\">Big&nbsp;tech&nbsp;stocks mixed in morning trading.<img src=\"https://static.tigerbbs.com/a6ed5f54b77d44997d7bc777dfccf313\" tg-width=\"282\" tg-height=\"326\" referrerpolicy=\"no-referrer\">Federal Reserve Chairman Jerome Powell testified before the House of Representatives on Tuesday, which appeared to lift sentiment as he reiterated that inflation pressures will betemporary.</p><p><blockquote>电动汽车股早盘上涨。大型科技股早盘涨跌互现。美联储主席杰罗姆·鲍威尔周二在众议院作证，他重申通胀压力将是暂时的，这似乎提振了市场情绪。</blockquote></p><p> \"Powell outlined how the inflation overshoot is from categories directly affected by reopening,\" said Ed Moya, senior market analyst at Oanda. \"He noted there is extremely strong demand and that the supply has been caught flat-footed.\"</p><p><blockquote>Oanda高级市场分析师埃德·莫亚(Ed Moya)表示：“鲍威尔概述了通胀超调是如何来自受重新开放直接影响的类别。”“他指出，需求极其强劲，而供应却措手不及。”</blockquote></p><p> For June the S&amp;P 500 and Nasdaq Composite are in the green, rising 1% and 3.6%, respectively. The Dow, however, is in the red for the month amid weakness in Caterpillar and JPMorgan.</p><p><blockquote>6月份，标普500和纳斯达克综合指数呈绿色，分别上涨1%和3.6%。然而，由于卡特彼勒和摩根大通的疲软，道琼斯指数本月出现亏损。</blockquote></p><p> Looking ahead, UBS said it maintains a \"positive tactical view on stocks,\" but that gains will be unevenly distributed.</p><p><blockquote>展望未来，瑞银表示，它对股市保持“积极的战术观点”，但收益将分布不均。</blockquote></p><p> \"We see potential in regional markets that lagged in the second quarter, particularly China and Japan, as well as among those companies and sectors most exposed to economic reopening, including energy, financials, and US small- and mid-caps,\" the firm wrote in a recent note to clients. UBS said investors should take profits in some of the year-to-date winners that might have limited upside ahead, including real estate, consumer discretionary and industrial names.</p><p><blockquote>该公司表示：“我们看到了第二季度表现落后的区域市场的潜力，特别是中国和日本，以及那些受经济重新开放影响最大的公司和行业，包括能源、金融和美国中小型股。”在最近给客户的一份报告中写道。瑞银表示，投资者应该在一些今年迄今的涨幅可能有限的股票中获利了结，包括房地产、非必需消费品和工业股。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141331644","content_text":"(June 23) U.S. stocks rose on Wednesday, a day after the Nasdaq Composite index hit an all-time high and the S&P 500 closed just shy of one.\nThe Dow Jones Industrial Average advanced 40 points. The S&P 500 gained 0.2%, sitting 0.1% from a record. The Nasdaq Composite climbed 0.2% after closing at a record in the previous session. That was the Nasdaq’s first new high since April 29th as investors have started to rotate back into Big Tech shares.\nEnergy names including Exxon Mobil and Chevron climbed as oil prices continued to rise. Brent crude topped $75 a barrel to hit a two-year high on Wednesday.\nBitcoin staged an impressive comeback on Tuesday that was carrying through on Wednesday.On Tuesday,the cryptocurrency at one point dipped below $30,000 and erased its gains for 2021. But bitcoin ultimately recouped all of the more than 11% loss and finished the session in positive territory, according to data from Coin Metrics.\nAt last check,bitcoinwas up another 4% to above $34,000 on Wednesday.\nEV stocks rose in morning trading.Big tech stocks mixed in morning trading.Federal Reserve Chairman Jerome Powell testified before the House of Representatives on Tuesday, which appeared to lift sentiment as he reiterated that inflation pressures will betemporary.\n\"Powell outlined how the inflation overshoot is from categories directly affected by reopening,\" said Ed Moya, senior market analyst at Oanda. \"He noted there is extremely strong demand and that the supply has been caught flat-footed.\"\nFor June the S&P 500 and Nasdaq Composite are in the green, rising 1% and 3.6%, respectively. The Dow, however, is in the red for the month amid weakness in Caterpillar and JPMorgan.\nLooking ahead, UBS said it maintains a \"positive tactical view on stocks,\" but that gains will be unevenly distributed.\n\"We see potential in regional markets that lagged in the second quarter, particularly China and Japan, as well as among those companies and sectors most exposed to economic reopening, including energy, financials, and US small- and mid-caps,\" the firm wrote in a recent note to clients. UBS said investors should take profits in some of the year-to-date winners that might have limited upside ahead, including real estate, consumer discretionary and industrial names.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":812241158,"gmtCreate":1630592026174,"gmtModify":1632471263091,"author":{"id":"3581931139037451","authorId":"3581931139037451","name":"Azmm","avatar":"https://static.tigerbbs.com/2238b56d08037b0fd89829147214471c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581931139037451","idStr":"3581931139037451"},"themes":[],"htmlText":"With strong sales, such drop is unlikely!","listText":"With strong sales, such drop is unlikely!","text":"With strong sales, such drop is unlikely!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/812241158","repostId":"1131318558","repostType":4,"repost":{"id":"1131318558","kind":"news","pubTimestamp":1630591645,"share":"https://www.laohu8.com/m/news/1131318558?lang=zh_CN&edition=full","pubTime":"2021-09-02 22:07","market":"us","language":"en","title":"Bear Attack: Could Apple Stock Really Drop 40%?<blockquote>空头攻击：苹果股价真的会下跌40%吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1131318558","media":"Thestreet","summary":"One of two Wall Street analysts that had a sell rating on Apple stock threw in the towel. The other still thinks that AAPL shares could drop 40%. Is the sizable downside risk realistic?On the first day of September, one of the rare Wall Street bears on Apple stock  finally gave in and dropped his sell rating. The last remaining one still sees shares dropping to a price target of $90, representing risk of loss of around 40%.Could New Street’s Pierre Ferragu, the last remaining Apple bear on Wall ","content":"<p>One of two Wall Street analysts that had a sell rating on Apple stock threw in the towel. The other still thinks that AAPL shares could drop 40%. Is the sizable downside risk realistic?</p><p><blockquote>对苹果股票给予卖出评级的两位华尔街分析师之一认输了。另一位仍然认为AAPL股价可能会下跌40%。巨大的下行风险现实吗？</blockquote></p><p> On the first day of September, one of the rare Wall Street bears on Apple stock&nbsp;(<b>AAPL</b>)&nbsp;finally gave in and dropped his sell rating. The last remaining one still&nbsp;sees&nbsp;shares dropping to a price target of $90, representing risk of loss of around 40%.</p><p><blockquote>九月的第一天，华尔街罕见的看空苹果股票之一（<b>AAPL</b>）最终让步，下调了卖出评级。剩下的最后一位仍将股价跌至90美元的目标价，损失风险约为40%。</blockquote></p><p> Could New Street’s Pierre Ferragu, the last remaining Apple bear on Wall Street, be right about his downside call? The Apple Maven looks a bit closer at the argument.</p><p><blockquote>New Street的Pierre Ferragu是华尔街最后一位看空苹果的人，他对看涨期权下行的看法可能是正确的吗？这位苹果专家更仔细地观察了这场争论。</blockquote></p><p> <b>Why bearish on Apple?</b></p><p><blockquote><b>为什么看空苹果？</b></blockquote></p><p> The core of Pierre’s bearish argument&nbsp;seems to be the iPhone. The analyst has called the upcoming device launch a “12S cycle”, arguing that the best of Apple’s iPhone upgrade wave,the so-called 5G super cycle, has been left in the rearview mirror.</p><p><blockquote>Pierre看空论点的核心似乎是iPhone。这位分析师将即将推出的设备称为“12S周期”，认为苹果iPhone升级浪潮中最好的部分，即所谓的5G超级周期，已经成为过去。</blockquote></p><p> New Street subscribes to the view that the strong iPhone 12 cycle has pulled forward smartphone sales, leaving a gap in demand going forward. Interestingly, this is exactly the&nbsp;opposite opinion of bullish Wedbush analyst Dan Ives, who said the following during an interview with the Apple Maven:</p><p><blockquote>New Street赞同这样的观点，即强劲的iPhone 12周期拉动了智能手机销量，导致未来需求出现缺口。有趣的是，这与看涨的Wedbush分析师Dan Ives的观点完全相反，Dan Ives在接受《苹果专家》采访时表示：</blockquote></p><p>   “What the Street underestimates is how massive and elongated this super cycle is. […] 5G does not get fully embraced for the next two or three years, until the networks are built out. In China [where the 5G infrastructure is further ahead], the iPhone 12, especially the larger Pro versions, really sold extremely well.”  Still on the iPhone, Mr. Ferragu laid out his expectations for 2022 back in April (I am unaware of revisions since then). He believes that iPhone shipments will reach 190 million units, suggesting segment revenues of around $150 billion – a modest annual increase of 5% from COVID-19 levels.</p><p><blockquote>“华尔街低估了这个超级周期的规模和长度。[……]在网络建成之前，5G在未来两三年内不会被完全接受。在中国（5G基础设施更加领先），iPhone 12，尤其是较大的Pro版本，确实卖得非常好。”Ferragu先生仍然在iPhone上，早在4月份就提出了他对2022年的预期（我不知道自那以后有什么修改）。他认为iPhone出货量将达到1.9亿部，这意味着该部门的收入约为1500亿美元——比COVID-19水平每年小幅增长5%。</blockquote></p><p> <b>Could AAPL sink 40%?</b></p><p><blockquote><b>AAPL会下跌40%吗？</b></blockquote></p><p> Now, let’s put pen to paper. For Apple stock to be valued at $90 apiece, one of two things would need to happen: either financial performance would need to lag consensus expectations, or valuations would need to contract (or a combination of both).</p><p><blockquote>现在，让我们动笔。苹果股票的估值要达到每股90美元，需要发生两件事之一：要么财务业绩需要落后于普遍预期，要么估值需要收缩（或两者兼而有之）。</blockquote></p><p> On results,Wall Street currently sees&nbsp;fiscal 2022 EPS landing at $5.63, roughly flat against a 2021 that has been impressive so far. For AAPL to drop 40% in price, therefore, next-year earnings would need to miss consensus substantially, by at least a couple of dollars. I find this highly unlikely.</p><p><blockquote>从业绩来看，华尔街目前预计2022财年每股收益将达到5.63美元，与迄今为止令人印象深刻的2021财年基本持平。因此，苹果公司要想股价下跌40%，明年的盈利就需要大幅低于市场预期，至少下降几美元。我觉得这不太可能。</blockquote></p><p> On valuations, AAPL currently trades at a fiscal 2021 earnings multiple of 27 times. Assuming consensus-matching results in the future, this multiple would need to drop to about 16 times for AAPL shares to sink to $90. The stock’s forward P/E has not been this low in years.</p><p><blockquote>从估值来看，AAPL目前的2021财年市盈率为27倍。假设未来的结果与共识匹配，这一市盈率需要降至16倍左右，AAPL股价才能跌至90美元。该股的预期市盈率多年来从未如此低。</blockquote></p><p> <b>The Apple Maven’s take</b></p><p><blockquote><b>苹果专家的看法</b></blockquote></p><p> I find it very improbable, if not virtually impossible, for Apple to ever be valued at $90 per share again. It is much more reasonable, in my opinion, that New Street’s current price target on the stock is simply stale, following AAPL’s 25% rally in the past six months.</p><p><blockquote>我发现苹果的估值即使不是几乎不可能，也不太可能再次达到每股90美元。在我看来，更合理的是，在AAPL在过去六个月内上涨了25%之后，New Street目前的股价目标已经过时了。</blockquote></p><p> Therefore, I would not be surprised to see Wall Street’s last AAPL bear eventually (soon?) give in on his downside convictions, at least in what pertains to his current price target.</p><p><blockquote>因此，看到华尔街最后一次看空苹果公司最终（很快？）屈服于他的下行信念，至少在与他当前的价格目标相关的方面，我不会感到惊讶。</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>Bear Attack: Could Apple Stock Really Drop 40%?<blockquote>空头攻击：苹果股价真的会下跌40%吗？</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\">\nBear Attack: Could Apple Stock Really Drop 40%?<blockquote>空头攻击：苹果股价真的会下跌40%吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Thestreet</strong><span class=\"h-time small\">2021-09-02 22:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p>One of two Wall Street analysts that had a sell rating on Apple stock threw in the towel. The other still thinks that AAPL shares could drop 40%. Is the sizable downside risk realistic?</p><p><blockquote>对苹果股票给予卖出评级的两位华尔街分析师之一认输了。另一位仍然认为AAPL股价可能会下跌40%。巨大的下行风险现实吗？</blockquote></p><p> On the first day of September, one of the rare Wall Street bears on Apple stock&nbsp;(<b>AAPL</b>)&nbsp;finally gave in and dropped his sell rating. The last remaining one still&nbsp;sees&nbsp;shares dropping to a price target of $90, representing risk of loss of around 40%.</p><p><blockquote>九月的第一天，华尔街罕见的看空苹果股票之一（<b>AAPL</b>）最终让步，下调了卖出评级。剩下的最后一位仍将股价跌至90美元的目标价，损失风险约为40%。</blockquote></p><p> Could New Street’s Pierre Ferragu, the last remaining Apple bear on Wall Street, be right about his downside call? The Apple Maven looks a bit closer at the argument.</p><p><blockquote>New Street的Pierre Ferragu是华尔街最后一位看空苹果的人，他对看涨期权下行的看法可能是正确的吗？这位苹果专家更仔细地观察了这场争论。</blockquote></p><p> <b>Why bearish on Apple?</b></p><p><blockquote><b>为什么看空苹果？</b></blockquote></p><p> The core of Pierre’s bearish argument&nbsp;seems to be the iPhone. The analyst has called the upcoming device launch a “12S cycle”, arguing that the best of Apple’s iPhone upgrade wave,the so-called 5G super cycle, has been left in the rearview mirror.</p><p><blockquote>Pierre看空论点的核心似乎是iPhone。这位分析师将即将推出的设备称为“12S周期”，认为苹果iPhone升级浪潮中最好的部分，即所谓的5G超级周期，已经成为过去。</blockquote></p><p> New Street subscribes to the view that the strong iPhone 12 cycle has pulled forward smartphone sales, leaving a gap in demand going forward. Interestingly, this is exactly the&nbsp;opposite opinion of bullish Wedbush analyst Dan Ives, who said the following during an interview with the Apple Maven:</p><p><blockquote>New Street赞同这样的观点，即强劲的iPhone 12周期拉动了智能手机销量，导致未来需求出现缺口。有趣的是，这与看涨的Wedbush分析师Dan Ives的观点完全相反，Dan Ives在接受《苹果专家》采访时表示：</blockquote></p><p>   “What the Street underestimates is how massive and elongated this super cycle is. […] 5G does not get fully embraced for the next two or three years, until the networks are built out. In China [where the 5G infrastructure is further ahead], the iPhone 12, especially the larger Pro versions, really sold extremely well.”  Still on the iPhone, Mr. Ferragu laid out his expectations for 2022 back in April (I am unaware of revisions since then). He believes that iPhone shipments will reach 190 million units, suggesting segment revenues of around $150 billion – a modest annual increase of 5% from COVID-19 levels.</p><p><blockquote>“华尔街低估了这个超级周期的规模和长度。[……]在网络建成之前，5G在未来两三年内不会被完全接受。在中国（5G基础设施更加领先），iPhone 12，尤其是较大的Pro版本，确实卖得非常好。”Ferragu先生仍然在iPhone上，早在4月份就提出了他对2022年的预期（我不知道自那以后有什么修改）。他认为iPhone出货量将达到1.9亿部，这意味着该部门的收入约为1500亿美元——比COVID-19水平每年小幅增长5%。</blockquote></p><p> <b>Could AAPL sink 40%?</b></p><p><blockquote><b>AAPL会下跌40%吗？</b></blockquote></p><p> Now, let’s put pen to paper. For Apple stock to be valued at $90 apiece, one of two things would need to happen: either financial performance would need to lag consensus expectations, or valuations would need to contract (or a combination of both).</p><p><blockquote>现在，让我们动笔。苹果股票的估值要达到每股90美元，需要发生两件事之一：要么财务业绩需要落后于普遍预期，要么估值需要收缩（或两者兼而有之）。</blockquote></p><p> On results,Wall Street currently sees&nbsp;fiscal 2022 EPS landing at $5.63, roughly flat against a 2021 that has been impressive so far. For AAPL to drop 40% in price, therefore, next-year earnings would need to miss consensus substantially, by at least a couple of dollars. I find this highly unlikely.</p><p><blockquote>从业绩来看，华尔街目前预计2022财年每股收益将达到5.63美元，与迄今为止令人印象深刻的2021财年基本持平。因此，苹果公司要想股价下跌40%，明年的盈利就需要大幅低于市场预期，至少下降几美元。我觉得这不太可能。</blockquote></p><p> On valuations, AAPL currently trades at a fiscal 2021 earnings multiple of 27 times. Assuming consensus-matching results in the future, this multiple would need to drop to about 16 times for AAPL shares to sink to $90. The stock’s forward P/E has not been this low in years.</p><p><blockquote>从估值来看，AAPL目前的2021财年市盈率为27倍。假设未来的结果与共识匹配，这一市盈率需要降至16倍左右，AAPL股价才能跌至90美元。该股的预期市盈率多年来从未如此低。</blockquote></p><p> <b>The Apple Maven’s take</b></p><p><blockquote><b>苹果专家的看法</b></blockquote></p><p> I find it very improbable, if not virtually impossible, for Apple to ever be valued at $90 per share again. It is much more reasonable, in my opinion, that New Street’s current price target on the stock is simply stale, following AAPL’s 25% rally in the past six months.</p><p><blockquote>我发现苹果的估值即使不是几乎不可能，也不太可能再次达到每股90美元。在我看来，更合理的是，在AAPL在过去六个月内上涨了25%之后，New Street目前的股价目标已经过时了。</blockquote></p><p> Therefore, I would not be surprised to see Wall Street’s last AAPL bear eventually (soon?) give in on his downside convictions, at least in what pertains to his current price target.</p><p><blockquote>因此，看到华尔街最后一次看空苹果公司最终（很快？）屈服于他的下行信念，至少在与他当前的价格目标相关的方面，我不会感到惊讶。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/stock/bear-attack-could-apple-stock-really-drop-40\">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/apple/stock/bear-attack-could-apple-stock-really-drop-40","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131318558","content_text":"One of two Wall Street analysts that had a sell rating on Apple stock threw in the towel. The other still thinks that AAPL shares could drop 40%. Is the sizable downside risk realistic?\nOn the first day of September, one of the rare Wall Street bears on Apple stock (AAPL) finally gave in and dropped his sell rating. The last remaining one still sees shares dropping to a price target of $90, representing risk of loss of around 40%.\nCould New Street’s Pierre Ferragu, the last remaining Apple bear on Wall Street, be right about his downside call? The Apple Maven looks a bit closer at the argument.\nWhy bearish on Apple?\nThe core of Pierre’s bearish argument seems to be the iPhone. The analyst has called the upcoming device launch a “12S cycle”, arguing that the best of Apple’s iPhone upgrade wave,the so-called 5G super cycle, has been left in the rearview mirror.\nNew Street subscribes to the view that the strong iPhone 12 cycle has pulled forward smartphone sales, leaving a gap in demand going forward. Interestingly, this is exactly the opposite opinion of bullish Wedbush analyst Dan Ives, who said the following during an interview with the Apple Maven:\n\n “What the Street underestimates is how massive and elongated this super cycle is. […] 5G does not get fully embraced for the next two or three years, until the networks are built out. In China [where the 5G infrastructure is further ahead], the iPhone 12, especially the larger Pro versions, really sold extremely well.”\n\nStill on the iPhone, Mr. Ferragu laid out his expectations for 2022 back in April (I am unaware of revisions since then). He believes that iPhone shipments will reach 190 million units, suggesting segment revenues of around $150 billion – a modest annual increase of 5% from COVID-19 levels.\nCould AAPL sink 40%?\nNow, let’s put pen to paper. For Apple stock to be valued at $90 apiece, one of two things would need to happen: either financial performance would need to lag consensus expectations, or valuations would need to contract (or a combination of both).\nOn results,Wall Street currently sees fiscal 2022 EPS landing at $5.63, roughly flat against a 2021 that has been impressive so far. For AAPL to drop 40% in price, therefore, next-year earnings would need to miss consensus substantially, by at least a couple of dollars. I find this highly unlikely.\nOn valuations, AAPL currently trades at a fiscal 2021 earnings multiple of 27 times. Assuming consensus-matching results in the future, this multiple would need to drop to about 16 times for AAPL shares to sink to $90. The stock’s forward P/E has not been this low in years.\nThe Apple Maven’s take\nI find it very improbable, if not virtually impossible, for Apple to ever be valued at $90 per share again. It is much more reasonable, in my opinion, that New Street’s current price target on the stock is simply stale, following AAPL’s 25% rally in the past six months.\nTherefore, I would not be surprised to see Wall Street’s last AAPL bear eventually (soon?) give in on his downside convictions, at least in what pertains to his current price target.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1071,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833739804,"gmtCreate":1629261535908,"gmtModify":1633686129390,"author":{"id":"3581931139037451","authorId":"3581931139037451","name":"Azmm","avatar":"https://static.tigerbbs.com/2238b56d08037b0fd89829147214471c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581931139037451","idStr":"3581931139037451"},"themes":[],"htmlText":"👍💪🏼","listText":"👍💪🏼","text":"👍💪🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833739804","repostId":"1137059057","repostType":4,"isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":879944804,"gmtCreate":1636679074222,"gmtModify":1636679074376,"author":{"id":"3581931139037451","authorId":"3581931139037451","name":"Azmm","avatar":"https://static.tigerbbs.com/2238b56d08037b0fd89829147214471c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581931139037451","idStr":"3581931139037451"},"themes":[],"htmlText":"Tell me your opinion about this news...","listText":"Tell me your opinion about this news...","text":"Tell me your opinion about this news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879944804","repostId":"1147029332","repostType":2,"isVote":1,"tweetType":1,"viewCount":1350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878347213,"gmtCreate":1637155138559,"gmtModify":1637155138559,"author":{"id":"3581931139037451","authorId":"3581931139037451","name":"Azmm","avatar":"https://static.tigerbbs.com/2238b56d08037b0fd89829147214471c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581931139037451","idStr":"3581931139037451"},"themes":[],"htmlText":"How soon will airplane company like Boeing and Airbus start to soar?","listText":"How soon will airplane company like Boeing and Airbus start to soar?","text":"How soon will airplane company like Boeing and Airbus start to soar?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878347213","repostId":"1145251173","repostType":4,"repost":{"id":"1145251173","kind":"news","pubTimestamp":1637153235,"share":"https://www.laohu8.com/m/news/1145251173?lang=zh_CN&edition=full","pubTime":"2021-11-17 20:47","market":"us","language":"en","title":"Boeing Stock Is Worth $300—if You Look Past 2022<blockquote>如果你展望2022年之后，波音股票价值300美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1145251173","media":"Barrons","summary":"The last couple of years have been tough for Boeing stock. Shares have been, essentially, cut in hal","content":"<p>The last couple of years have been tough for&nbsp;Boeing&nbsp;stock. Shares have been, essentially, cut in half from their peak of about more than $440 a share. That peak, of course, was pre-Covid and pre-737 MAX woes. But&nbsp;Boeing&nbsp;shares, which are at about $228, can move back to $300 by the end of 2022 if things settle down for the large American airplane maker.</p><p><blockquote>过去几年对波音股票来说很艰难。股价基本上已较每股440多美元的峰值腰斩。当然，那个高峰是在Covid之前和737 MAX之前的灾难。但如果这家美国大型飞机制造商的情况稳定下来，波音股价目前约为228美元，到2022年底可能会回升至300美元。</blockquote></p><p> Tuesday, Seaport Global analyst Richard Safran reiterated his Buy rating on Boeing stock (ticker: BA) and said it’s a good idea for investors to buy now as a 2022 turnaround story. His price target is $298 a share.</p><p><blockquote>周二，Seaport Global分析师Richard Safran重申了对波音股票（股票代码：BA）的买入评级，并表示投资者现在买入是个好主意，因为这是2022年扭亏为盈的故事。他的目标价是每股298美元。</blockquote></p><p> Safran launched coverage of Boeing stock at Seaport with a Buy rating in June 2020, and he now believes he was too early. He didn’t see the Covid pandemic lingering as long as it has. What’s more, he didn’t see problems on Boeing 787 planes adding to its woes on its 737s.</p><p><blockquote>赛峰集团于2020年6月在Seaport推出了波音股票的买入评级，现在他认为自己还为时过早。他没有看到科维德·疫情逗留这么久。更重要的是，他并不认为波音787飞机的问题会加剧737飞机的困境。</blockquote></p><p> The 737 MAX jet was grounded worldwide for about 20 months, beginning in March 2019, after two deadly crashes inside of five months. MAX deliveries resumed near the end of 2020. But 787 jets aren’t being delivered right now because of quality problems discovered in recent months.</p><p><blockquote>在五个月内发生两起致命坠机事故后，737 MAX喷气式飞机从2019年3月开始在全球范围内停飞了约20个月。MAX交付于2020年底恢复。但由于近几个月发现的质量问题，787喷气式飞机目前尚未交付。</blockquote></p><p> Still, when Safran looks at 2022 and beyond—in a period where Boeing has less drama and more planes produced—he sees the stock moving north of $300.</p><p><blockquote>尽管如此，当赛峰集团展望2022年及以后时——在这个时期，波音公司的戏剧性事件减少，飞机产量增加——他认为该股将突破300美元。</blockquote></p><p> It isn’t hard to justify that view.Airbus&nbsp;and Boeing shares both trade for around 20 times estimated 2022 cash flows. But based on 2023 estimated numbers,Airbus&nbsp;is trading for about 18 times and Boeing stock is trading for less than 14 times.</p><p><blockquote>证明这种观点并不难。空客和波音的股价均约为2022年预计现金流的20倍。但根据2023年的估计数字，空客的股价约为18倍，波音股票的股价不到14倍。</blockquote></p><p> If Boeing were to trade like Airbus on its projected 2023 numbers, the stock would be between $300 and $330 a share. Investors just need confidence that 2023 will turn out well for Boeing.</p><p><blockquote>如果波音公司按照其2023年的预计数字进行交易，其股价将在每股300美元至330美元之间。投资者只需要相信2023年波音公司的业绩会很好。</blockquote></p><p> The tide is starting to turn, according to Safran. “Investor sentiment appears to be improving following” Boeing’s third-quarter earnings, wrote the analyst in a Tuesday note. “The general trend is that the worst is likely behind [the company].”</p><p><blockquote>赛峰集团表示，潮流开始转向。该分析师在周二的一份报告中写道，波音第三季度财报公布后，“投资者情绪似乎正在改善”。“总的趋势是，最糟糕的情况可能已经过去。”</blockquote></p><p> Safran doesn’t have the highest price target on the Street. He is among a group of bulls with price targets around $300. The bottom few still have price targets for Boeing stock roughly where it trades now.</p><p><blockquote>赛峰集团并没有华尔街最高的目标价。他是一群目标价在300美元左右的多头之一。垫底的少数人仍然将波音股票的目标价大致定为目前的交易价格。</blockquote></p><p> Overall, about 61% of analysts covering the stock rate shares Buy. The average Buy-rating ratio for stocks in the&nbsp;S&amp;P 500&nbsp;is about 55%.</p><p><blockquote>总体而言，约61%的分析师将股票评级为买入。标准普尔500指数股票的平均买入评级约为55%。</blockquote></p><p> Boeing stock is down 2.3% in Tuesday trading. The S&amp;P 500 and&nbsp;Dow Jones Industrial Average&nbsp;are up about 0.7% and 0.5%, respectively. Boeing stock, however, jumped 5% Monday after the start of the Dubai Air Show on Sunday. For the week, it’s still up more than 3%.</p><p><blockquote>波音股价在周二交易中下跌2.3%。标普500和道琼斯工业平均指数分别上涨约0.7%和0.5%。然而，周日迪拜航展开始后，波音股价周一上涨5%。本周涨幅仍超过3%。</blockquote></p><p> Companies such as Boeing and Airbus do a lot of business at air shows. Tuesday, Akasa Air ordered 72 MAX jets for the Indian market. That deal was signed in Dubai.</p><p><blockquote>波音和空客等公司在航展上做了很多生意。周二，阿卡萨航空为印度市场订购了72架MAX喷气式飞机。该协议是在迪拜签署的。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Boeing Stock Is Worth $300—if You Look Past 2022<blockquote>如果你展望2022年之后，波音股票价值300美元</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\">\nBoeing Stock Is Worth $300—if You Look Past 2022<blockquote>如果你展望2022年之后，波音股票价值300美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-17 20:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The last couple of years have been tough for&nbsp;Boeing&nbsp;stock. Shares have been, essentially, cut in half from their peak of about more than $440 a share. That peak, of course, was pre-Covid and pre-737 MAX woes. But&nbsp;Boeing&nbsp;shares, which are at about $228, can move back to $300 by the end of 2022 if things settle down for the large American airplane maker.</p><p><blockquote>过去几年对波音股票来说很艰难。股价基本上已较每股440多美元的峰值腰斩。当然，那个高峰是在Covid之前和737 MAX之前的灾难。但如果这家美国大型飞机制造商的情况稳定下来，波音股价目前约为228美元，到2022年底可能会回升至300美元。</blockquote></p><p> Tuesday, Seaport Global analyst Richard Safran reiterated his Buy rating on Boeing stock (ticker: BA) and said it’s a good idea for investors to buy now as a 2022 turnaround story. His price target is $298 a share.</p><p><blockquote>周二，Seaport Global分析师Richard Safran重申了对波音股票（股票代码：BA）的买入评级，并表示投资者现在买入是个好主意，因为这是2022年扭亏为盈的故事。他的目标价是每股298美元。</blockquote></p><p> Safran launched coverage of Boeing stock at Seaport with a Buy rating in June 2020, and he now believes he was too early. He didn’t see the Covid pandemic lingering as long as it has. What’s more, he didn’t see problems on Boeing 787 planes adding to its woes on its 737s.</p><p><blockquote>赛峰集团于2020年6月在Seaport推出了波音股票的买入评级，现在他认为自己还为时过早。他没有看到科维德·疫情逗留这么久。更重要的是，他并不认为波音787飞机的问题会加剧737飞机的困境。</blockquote></p><p> The 737 MAX jet was grounded worldwide for about 20 months, beginning in March 2019, after two deadly crashes inside of five months. MAX deliveries resumed near the end of 2020. But 787 jets aren’t being delivered right now because of quality problems discovered in recent months.</p><p><blockquote>在五个月内发生两起致命坠机事故后，737 MAX喷气式飞机从2019年3月开始在全球范围内停飞了约20个月。MAX交付于2020年底恢复。但由于近几个月发现的质量问题，787喷气式飞机目前尚未交付。</blockquote></p><p> Still, when Safran looks at 2022 and beyond—in a period where Boeing has less drama and more planes produced—he sees the stock moving north of $300.</p><p><blockquote>尽管如此，当赛峰集团展望2022年及以后时——在这个时期，波音公司的戏剧性事件减少，飞机产量增加——他认为该股将突破300美元。</blockquote></p><p> It isn’t hard to justify that view.Airbus&nbsp;and Boeing shares both trade for around 20 times estimated 2022 cash flows. But based on 2023 estimated numbers,Airbus&nbsp;is trading for about 18 times and Boeing stock is trading for less than 14 times.</p><p><blockquote>证明这种观点并不难。空客和波音的股价均约为2022年预计现金流的20倍。但根据2023年的估计数字，空客的股价约为18倍，波音股票的股价不到14倍。</blockquote></p><p> If Boeing were to trade like Airbus on its projected 2023 numbers, the stock would be between $300 and $330 a share. Investors just need confidence that 2023 will turn out well for Boeing.</p><p><blockquote>如果波音公司按照其2023年的预计数字进行交易，其股价将在每股300美元至330美元之间。投资者只需要相信2023年波音公司的业绩会很好。</blockquote></p><p> The tide is starting to turn, according to Safran. “Investor sentiment appears to be improving following” Boeing’s third-quarter earnings, wrote the analyst in a Tuesday note. “The general trend is that the worst is likely behind [the company].”</p><p><blockquote>赛峰集团表示，潮流开始转向。该分析师在周二的一份报告中写道，波音第三季度财报公布后，“投资者情绪似乎正在改善”。“总的趋势是，最糟糕的情况可能已经过去。”</blockquote></p><p> Safran doesn’t have the highest price target on the Street. He is among a group of bulls with price targets around $300. The bottom few still have price targets for Boeing stock roughly where it trades now.</p><p><blockquote>赛峰集团并没有华尔街最高的目标价。他是一群目标价在300美元左右的多头之一。垫底的少数人仍然将波音股票的目标价大致定为目前的交易价格。</blockquote></p><p> Overall, about 61% of analysts covering the stock rate shares Buy. The average Buy-rating ratio for stocks in the&nbsp;S&amp;P 500&nbsp;is about 55%.</p><p><blockquote>总体而言，约61%的分析师将股票评级为买入。标准普尔500指数股票的平均买入评级约为55%。</blockquote></p><p> Boeing stock is down 2.3% in Tuesday trading. The S&amp;P 500 and&nbsp;Dow Jones Industrial Average&nbsp;are up about 0.7% and 0.5%, respectively. Boeing stock, however, jumped 5% Monday after the start of the Dubai Air Show on Sunday. For the week, it’s still up more than 3%.</p><p><blockquote>波音股价在周二交易中下跌2.3%。标普500和道琼斯工业平均指数分别上涨约0.7%和0.5%。然而，周日迪拜航展开始后，波音股价周一上涨5%。本周涨幅仍超过3%。</blockquote></p><p> Companies such as Boeing and Airbus do a lot of business at air shows. Tuesday, Akasa Air ordered 72 MAX jets for the Indian market. That deal was signed in Dubai.</p><p><blockquote>波音和空客等公司在航展上做了很多生意。周二，阿卡萨航空为印度市场订购了72架MAX喷气式飞机。该协议是在迪拜签署的。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/boeing-stock-is-worth-300-if-you-look-past-2022-51637097194?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BA":"波音"},"source_url":"https://www.barrons.com/articles/boeing-stock-is-worth-300-if-you-look-past-2022-51637097194?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145251173","content_text":"The last couple of years have been tough for Boeing stock. Shares have been, essentially, cut in half from their peak of about more than $440 a share. That peak, of course, was pre-Covid and pre-737 MAX woes. But Boeing shares, which are at about $228, can move back to $300 by the end of 2022 if things settle down for the large American airplane maker.\nTuesday, Seaport Global analyst Richard Safran reiterated his Buy rating on Boeing stock (ticker: BA) and said it’s a good idea for investors to buy now as a 2022 turnaround story. His price target is $298 a share.\nSafran launched coverage of Boeing stock at Seaport with a Buy rating in June 2020, and he now believes he was too early. He didn’t see the Covid pandemic lingering as long as it has. What’s more, he didn’t see problems on Boeing 787 planes adding to its woes on its 737s.\nThe 737 MAX jet was grounded worldwide for about 20 months, beginning in March 2019, after two deadly crashes inside of five months. MAX deliveries resumed near the end of 2020. But 787 jets aren’t being delivered right now because of quality problems discovered in recent months.\nStill, when Safran looks at 2022 and beyond—in a period where Boeing has less drama and more planes produced—he sees the stock moving north of $300.\nIt isn’t hard to justify that view.Airbus and Boeing shares both trade for around 20 times estimated 2022 cash flows. But based on 2023 estimated numbers,Airbus is trading for about 18 times and Boeing stock is trading for less than 14 times.\nIf Boeing were to trade like Airbus on its projected 2023 numbers, the stock would be between $300 and $330 a share. Investors just need confidence that 2023 will turn out well for Boeing.\nThe tide is starting to turn, according to Safran. “Investor sentiment appears to be improving following” Boeing’s third-quarter earnings, wrote the analyst in a Tuesday note. “The general trend is that the worst is likely behind [the company].”\nSafran doesn’t have the highest price target on the Street. He is among a group of bulls with price targets around $300. The bottom few still have price targets for Boeing stock roughly where it trades now.\nOverall, about 61% of analysts covering the stock rate shares Buy. The average Buy-rating ratio for stocks in the S&P 500 is about 55%.\nBoeing stock is down 2.3% in Tuesday trading. The S&P 500 and Dow Jones Industrial Average are up about 0.7% and 0.5%, respectively. Boeing stock, however, jumped 5% Monday after the start of the Dubai Air Show on Sunday. For the week, it’s still up more than 3%.\nCompanies such as Boeing and Airbus do a lot of business at air shows. Tuesday, Akasa Air ordered 72 MAX jets for the Indian market. That deal was signed in Dubai.","news_type":1,"symbols_score_info":{"BA":0.9}},"isVote":1,"tweetType":1,"viewCount":3224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":126089734,"gmtCreate":1624537491328,"gmtModify":1634004736599,"author":{"id":"3581931139037451","authorId":"3581931139037451","name":"Azmm","avatar":"https://static.tigerbbs.com/2238b56d08037b0fd89829147214471c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581931139037451","idStr":"3581931139037451"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126089734","repostId":"1141331644","repostType":4,"repost":{"id":"1141331644","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":1624455055,"share":"https://www.laohu8.com/m/news/1141331644?lang=zh_CN&edition=full","pubTime":"2021-06-23 21:30","market":"us","language":"en","title":"S&P 500 rises for a third day as comeback rally continues<blockquote>标普500连续第三天上涨，反弹仍在继续</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1141331644","media":"Tiger Newspress","summary":"(June 23) U.S. stocks rose on Wednesday, a day after the Nasdaq Composite index hit an all-time high","content":"<p>(June 23)&nbsp;U.S. stocks rose on Wednesday, a day after the Nasdaq Composite index hit an all-time high and the S&amp;P 500 closed just shy of one.</p><p><blockquote>（6月23日）美国。周三股市上涨，一天前纳斯达克综合指数创下历史新高，标普500收盘略低于1点。</blockquote></p><p> The Dow Jones Industrial Average advanced 40 points. The S&amp;P 500 gained 0.2%, sitting 0.1% from a record. The Nasdaq Composite climbed 0.2% after closing at a record in the previous session. That was the Nasdaq’s first new high since April 29th as investors have started to rotate back into Big Tech shares.</p><p><blockquote>道琼斯工业平均指数上涨40点。标普500上涨0.2%，较历史新高上涨0.1%。纳斯达克综合指数在前一交易日收于创纪录水平后上涨0.2%。这是该纳斯达克自4月29日以来的首个新高，因为投资者已开始转向大型科技股。</blockquote></p><p> Energy names including Exxon Mobil and Chevron climbed as oil prices continued to rise. Brent crude topped $75 a barrel to hit a two-year high on Wednesday.</p><p><blockquote>随着油价持续上涨，埃克森美孚和雪佛龙等能源股股价上涨。布伦特原油周三突破每桶75美元，创两年新高。</blockquote></p><p> Bitcoin staged an impressive comeback on Tuesday that was carrying through on Wednesday.On Tuesday,the cryptocurrency at one point dipped below $30,000 and erased its gains for 2021. But bitcoin ultimately recouped all of the more than 11% loss and finished the session in positive territory, according to data from Coin Metrics.</p><p><blockquote>比特币在周二上演了令人印象深刻的复出，并一直持续到周三。周二，该加密货币一度跌破30,000美元，抹去了2021年的涨幅。但根据Coin Metrics的数据，比特币最终收复了超过11%的跌幅，并以正值收盘。</blockquote></p><p> At last check,bitcoinwas up another 4% to above $34,000 on Wednesday.</p><p><blockquote>据最新检查，比特币周三又上涨4%，至34,000美元以上。</blockquote></p><p> EV stocks rose in morning trading.<img src=\"https://static.tigerbbs.com/8984f8ae7b74f7b0dab8ee0db778efca\" tg-width=\"281\" tg-height=\"210\" referrerpolicy=\"no-referrer\">Big&nbsp;tech&nbsp;stocks mixed in morning trading.<img src=\"https://static.tigerbbs.com/a6ed5f54b77d44997d7bc777dfccf313\" tg-width=\"282\" tg-height=\"326\" referrerpolicy=\"no-referrer\">Federal Reserve Chairman Jerome Powell testified before the House of Representatives on Tuesday, which appeared to lift sentiment as he reiterated that inflation pressures will betemporary.</p><p><blockquote>电动汽车股早盘上涨。大型科技股早盘涨跌互现。美联储主席杰罗姆·鲍威尔周二在众议院作证，他重申通胀压力将是暂时的，这似乎提振了市场情绪。</blockquote></p><p> \"Powell outlined how the inflation overshoot is from categories directly affected by reopening,\" said Ed Moya, senior market analyst at Oanda. \"He noted there is extremely strong demand and that the supply has been caught flat-footed.\"</p><p><blockquote>Oanda高级市场分析师埃德·莫亚(Ed Moya)表示：“鲍威尔概述了通胀超调是如何来自受重新开放直接影响的类别。”“他指出，需求极其强劲，而供应却措手不及。”</blockquote></p><p> For June the S&amp;P 500 and Nasdaq Composite are in the green, rising 1% and 3.6%, respectively. The Dow, however, is in the red for the month amid weakness in Caterpillar and JPMorgan.</p><p><blockquote>6月份，标普500和纳斯达克综合指数呈绿色，分别上涨1%和3.6%。然而，由于卡特彼勒和摩根大通的疲软，道琼斯指数本月出现亏损。</blockquote></p><p> Looking ahead, UBS said it maintains a \"positive tactical view on stocks,\" but that gains will be unevenly distributed.</p><p><blockquote>展望未来，瑞银表示，它对股市保持“积极的战术观点”，但收益将分布不均。</blockquote></p><p> \"We see potential in regional markets that lagged in the second quarter, particularly China and Japan, as well as among those companies and sectors most exposed to economic reopening, including energy, financials, and US small- and mid-caps,\" the firm wrote in a recent note to clients. UBS said investors should take profits in some of the year-to-date winners that might have limited upside ahead, including real estate, consumer discretionary and industrial names.</p><p><blockquote>该公司表示：“我们看到了第二季度表现落后的区域市场的潜力，特别是中国和日本，以及那些受经济重新开放影响最大的公司和行业，包括能源、金融和美国中小型股。”在最近给客户的一份报告中写道。瑞银表示，投资者应该在一些今年迄今的涨幅可能有限的股票中获利了结，包括房地产、非必需消费品和工业股。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 rises for a third day as comeback rally continues<blockquote>标普500连续第三天上涨，反弹仍在继续</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 rises for a third day as comeback rally continues<blockquote>标普500连续第三天上涨，反弹仍在继续</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\">2021-06-23 21:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(June 23)&nbsp;U.S. stocks rose on Wednesday, a day after the Nasdaq Composite index hit an all-time high and the S&amp;P 500 closed just shy of one.</p><p><blockquote>（6月23日）美国。周三股市上涨，一天前纳斯达克综合指数创下历史新高，标普500收盘略低于1点。</blockquote></p><p> The Dow Jones Industrial Average advanced 40 points. The S&amp;P 500 gained 0.2%, sitting 0.1% from a record. The Nasdaq Composite climbed 0.2% after closing at a record in the previous session. That was the Nasdaq’s first new high since April 29th as investors have started to rotate back into Big Tech shares.</p><p><blockquote>道琼斯工业平均指数上涨40点。标普500上涨0.2%，较历史新高上涨0.1%。纳斯达克综合指数在前一交易日收于创纪录水平后上涨0.2%。这是该纳斯达克自4月29日以来的首个新高，因为投资者已开始转向大型科技股。</blockquote></p><p> Energy names including Exxon Mobil and Chevron climbed as oil prices continued to rise. Brent crude topped $75 a barrel to hit a two-year high on Wednesday.</p><p><blockquote>随着油价持续上涨，埃克森美孚和雪佛龙等能源股股价上涨。布伦特原油周三突破每桶75美元，创两年新高。</blockquote></p><p> Bitcoin staged an impressive comeback on Tuesday that was carrying through on Wednesday.On Tuesday,the cryptocurrency at one point dipped below $30,000 and erased its gains for 2021. But bitcoin ultimately recouped all of the more than 11% loss and finished the session in positive territory, according to data from Coin Metrics.</p><p><blockquote>比特币在周二上演了令人印象深刻的复出，并一直持续到周三。周二，该加密货币一度跌破30,000美元，抹去了2021年的涨幅。但根据Coin Metrics的数据，比特币最终收复了超过11%的跌幅，并以正值收盘。</blockquote></p><p> At last check,bitcoinwas up another 4% to above $34,000 on Wednesday.</p><p><blockquote>据最新检查，比特币周三又上涨4%，至34,000美元以上。</blockquote></p><p> EV stocks rose in morning trading.<img src=\"https://static.tigerbbs.com/8984f8ae7b74f7b0dab8ee0db778efca\" tg-width=\"281\" tg-height=\"210\" referrerpolicy=\"no-referrer\">Big&nbsp;tech&nbsp;stocks mixed in morning trading.<img src=\"https://static.tigerbbs.com/a6ed5f54b77d44997d7bc777dfccf313\" tg-width=\"282\" tg-height=\"326\" referrerpolicy=\"no-referrer\">Federal Reserve Chairman Jerome Powell testified before the House of Representatives on Tuesday, which appeared to lift sentiment as he reiterated that inflation pressures will betemporary.</p><p><blockquote>电动汽车股早盘上涨。大型科技股早盘涨跌互现。美联储主席杰罗姆·鲍威尔周二在众议院作证，他重申通胀压力将是暂时的，这似乎提振了市场情绪。</blockquote></p><p> \"Powell outlined how the inflation overshoot is from categories directly affected by reopening,\" said Ed Moya, senior market analyst at Oanda. \"He noted there is extremely strong demand and that the supply has been caught flat-footed.\"</p><p><blockquote>Oanda高级市场分析师埃德·莫亚(Ed Moya)表示：“鲍威尔概述了通胀超调是如何来自受重新开放直接影响的类别。”“他指出，需求极其强劲，而供应却措手不及。”</blockquote></p><p> For June the S&amp;P 500 and Nasdaq Composite are in the green, rising 1% and 3.6%, respectively. The Dow, however, is in the red for the month amid weakness in Caterpillar and JPMorgan.</p><p><blockquote>6月份，标普500和纳斯达克综合指数呈绿色，分别上涨1%和3.6%。然而，由于卡特彼勒和摩根大通的疲软，道琼斯指数本月出现亏损。</blockquote></p><p> Looking ahead, UBS said it maintains a \"positive tactical view on stocks,\" but that gains will be unevenly distributed.</p><p><blockquote>展望未来，瑞银表示，它对股市保持“积极的战术观点”，但收益将分布不均。</blockquote></p><p> \"We see potential in regional markets that lagged in the second quarter, particularly China and Japan, as well as among those companies and sectors most exposed to economic reopening, including energy, financials, and US small- and mid-caps,\" the firm wrote in a recent note to clients. UBS said investors should take profits in some of the year-to-date winners that might have limited upside ahead, including real estate, consumer discretionary and industrial names.</p><p><blockquote>该公司表示：“我们看到了第二季度表现落后的区域市场的潜力，特别是中国和日本，以及那些受经济重新开放影响最大的公司和行业，包括能源、金融和美国中小型股。”在最近给客户的一份报告中写道。瑞银表示，投资者应该在一些今年迄今的涨幅可能有限的股票中获利了结，包括房地产、非必需消费品和工业股。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141331644","content_text":"(June 23) U.S. stocks rose on Wednesday, a day after the Nasdaq Composite index hit an all-time high and the S&P 500 closed just shy of one.\nThe Dow Jones Industrial Average advanced 40 points. The S&P 500 gained 0.2%, sitting 0.1% from a record. The Nasdaq Composite climbed 0.2% after closing at a record in the previous session. That was the Nasdaq’s first new high since April 29th as investors have started to rotate back into Big Tech shares.\nEnergy names including Exxon Mobil and Chevron climbed as oil prices continued to rise. Brent crude topped $75 a barrel to hit a two-year high on Wednesday.\nBitcoin staged an impressive comeback on Tuesday that was carrying through on Wednesday.On Tuesday,the cryptocurrency at one point dipped below $30,000 and erased its gains for 2021. But bitcoin ultimately recouped all of the more than 11% loss and finished the session in positive territory, according to data from Coin Metrics.\nAt last check,bitcoinwas up another 4% to above $34,000 on Wednesday.\nEV stocks rose in morning trading.Big tech stocks mixed in morning trading.Federal Reserve Chairman Jerome Powell testified before the House of Representatives on Tuesday, which appeared to lift sentiment as he reiterated that inflation pressures will betemporary.\n\"Powell outlined how the inflation overshoot is from categories directly affected by reopening,\" said Ed Moya, senior market analyst at Oanda. \"He noted there is extremely strong demand and that the supply has been caught flat-footed.\"\nFor June the S&P 500 and Nasdaq Composite are in the green, rising 1% and 3.6%, respectively. The Dow, however, is in the red for the month amid weakness in Caterpillar and JPMorgan.\nLooking ahead, UBS said it maintains a \"positive tactical view on stocks,\" but that gains will be unevenly distributed.\n\"We see potential in regional markets that lagged in the second quarter, particularly China and Japan, as well as among those companies and sectors most exposed to economic reopening, including energy, financials, and US small- and mid-caps,\" the firm wrote in a recent note to clients. UBS said investors should take profits in some of the year-to-date winners that might have limited upside ahead, including real estate, consumer discretionary and industrial names.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}