Success9999的个人主页 - 老虎社区

Success9999

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2021-10-23

Ok

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2021-10-23

👍👍

@Buy_Sell:🔥【10月22日】标普连涨7天，热门中概涨跌不一，今天买点啥？

2021-09-14

Like please

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2021-09-13

Please like

Toplines Before US Market Open on Monday<blockquote>周一美国市场开盘前的顶线</blockquote>

2021-09-10

Ok

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2021-09-10

Talking about Mordena, it is suddenly become household name already.

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2021-09-06

Please like thanks 🙏

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2021-08-31

Maybe the end of the empire. So many players now

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2021-08-26

Please like

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2021-08-26

Thanks for tips

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2021-08-24

Like please

“Infrastructure Plan and Welfare Plan” - The Second “Trouble” That Biden Has to Deal with<blockquote>“基建计划和福利计划”——拜登要处理的第二个“麻烦”</blockquote>

2021-08-24

Travelling is back

Airbnb shares surged more than 7%<blockquote>爱彼迎股价大涨超7%</blockquote>

2021-08-24

Travelling is back this year!

Airbnb shares surged more than 7%<blockquote>爱彼迎股价大涨超7%</blockquote>

2021-08-23

Like please

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2021-08-22

Like pls

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2021-08-21

Maybe not for zoom

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

2021-08-18

Ok

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2021-08-17

Nice

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2021-08-16

Nice

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2021-08-16

Nice

Apple shares reached record high at $150.59 in early trading<blockquote>苹果股价早盘触及150.59美元的历史新高</blockquote>

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港股市场 10月22日讯，港股三大指数高开，恒指涨0.37%报26114点，国指涨0.54%报9323点，恒生科技指数涨0.57%报6673点。 盘面上，楼市末端利好隐现，内房股与物管股再度走强，<a target=\"_blank\" href=\"https://laohu8.com/S/00960\">$龙湖集团(00960)$</a> 大涨近8%，<a target=\"_blank\" href=\"https://laohu8.com/S/01918\">$融创中国(01918)$</a> 大涨6%，融创服务、碧桂园服务等集体高开；内险股延续昨日强势，<a target=\"_blank\" href=\"https://laohu8.com/S/02318\">$中国平安(02318)$</a> 高开近3%；大型科技股普涨，<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 涨2.4%，<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 涨1.7%，<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 等皆上涨；电力股、石油股、铝业股、黄金等有色金属股普跌。 <a target=\"_blank\" href=\"https://laohu8.com/S/01773\">$天立教育(01773)$</a>","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 10月22日讯，港股三大指数高开，恒指涨0.37%报26114点，国指涨0.54%报9323点，恒生科技指数涨0.57%报6673点。 盘面上，楼市末端利好隐现，内房股与物管股再度走强，<a target=\"_blank\" href=\"https://laohu8.com/S/00960\">$龙湖集团(00960)$</a> 大涨近8%，<a target=\"_blank\" href=\"https://laohu8.com/S/01918\">$融创中国(01918)$</a> 大涨6%，融创服务、碧桂园服务等集体高开；内险股延续昨日强势，<a target=\"_blank\" href=\"https://laohu8.com/S/02318\">$中国平安(02318)$</a> 高开近3%；大型科技股普涨，<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 涨2.4%，<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 涨1.7%，<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 等皆上涨；电力股、石油股、铝业股、黄金等有色金属股普跌。 <a target=\"_blank\" href=\"https://laohu8.com/S/01773\">$天立教育(01773)$</a>","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 10月22日讯，港股三大指数高开，恒指涨0.37%报26114点，国指涨0.54%报9323点，恒生科技指数涨0.57%报6673点。 盘面上，楼市末端利好隐现，内房股与物管股再度走强，$龙湖集团(00960)$ 大涨近8%，$融创中国(01918)$ 大涨6%，融创服务、碧桂园服务等集体高开；内险股延续昨日强势，$中国平安(02318)$ 高开近3%；大型科技股普涨，$网易-S(09999)$ 涨2.4%，$快手-W(01024)$ 涨1.7%，$美团-W(03690)$ 、$腾讯控股(00700)$ 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like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/886089370","repostId":"1129341543","repostType":4,"repost":{"id":"1129341543","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":1631534652,"share":"https://www.laohu8.com/m/news/1129341543?lang=zh_CN&edition=full","pubTime":"2021-09-13 20:04","market":"us","language":"en","title":"Toplines Before US Market Open on Monday<blockquote>周一美国市场开盘前的顶线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129341543","media":"Tiger Newspress","summary":"U.S. stock index futures rose on Monday after the S&P 500 logged its worst week in more than two mon","content":"<p>U.S. stock index futures rose on Monday after the S&amp;P 500 logged its worst week in more than two months, with investors keeping a close eye on inflation as well as monetary and tax policies.</p><p><blockquote>美国股指期货周一上涨，此前标普500录得两个多月来最糟糕的一周，投资者密切关注通胀以及货币和税收政策。</blockquote></p><p> S&amp;P 500 E-minis were up 23.25 points, or 0.52% at 08:00 am ET. Dow E-minis were up 183 points, or 0.53%, while Nasdaq 100 E-minis were up 75 points, or 0.49%.</p><p><blockquote>截至美国东部时间上午08:00，标普500 e-mini上涨23.25点，即0.52%。道琼斯电子迷你指数上涨183点，涨幅0.53%，纳斯达克100电子迷你指数上涨75点，涨幅0.49%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2d51dd22d532e1b98f0ecae05c1f7a3e\" tg-width=\"1080\" tg-height=\"416\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Apple Inc rose 0.9% in premarket trading after a mixed court ruling in Epic Games’ antitrust case against the iPhone maker knocked nearly $90 billion off its market value on Friday.</p><p><blockquote>周五，法院对Epic Games针对iPhone制造商的反垄断案做出了好坏参半的裁决，导致苹果公司市值缩水近900亿美元，该公司在盘前交易中上涨0.9%。</blockquote></p><p> <b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <b>Virgin Galactic(SPCE)</b> – Virgin Galactic is delaying its first commercial research space mission after a third-party supplier warned of a potential defect in a component of the flight control system. Virgin Galactic shares slid 3.3% in the premarket.</p><p><blockquote><b>维珍银河(SPCE)</b>-在第三方供应商警告飞行控制系统的一个组件存在潜在缺陷后，维珍银河推迟了其首次商业研究太空任务。维珍银河股价盘前下跌3.3%。</blockquote></p><p> <b>Dell Technologies(DELL) </b>– Dell added 1.9% in premarket action after Goldman Sachs added the computer maker’s stock to its “Conviction Buy” list. Goldman cited strong cash flow generation and debt paydown plans, among other factors.</p><p><blockquote><b>戴尔科技(DELL)</b>-高盛将戴尔的股票添加到其“坚定买入”名单后，戴尔在盘前股价上涨1.9%。高盛列举了强劲的现金流生成和债务偿还计划等因素。</blockquote></p><p> <b>TransUnion(TRU)</b> – TransUnion announced a deal to buy closely held information services company Neustar for $3.1 billion in cash. The credit reporting agency expects the deal to close during the fourth quarter.</p><p><blockquote><b>TransUnion(TRU)</b>–TransUnion宣布以31亿美元现金收购少数人持股的信息服务公司Neustar的交易。该信用报告机构预计该交易将在第四季度完成。</blockquote></p><p> <b>Viacom(VIAC) </b>– Viacom is planning a revamp of its Paramount Pictures unit, according to people familiar with the matter who spoke to The Wall Street Journal. The revamp, which would separate the TV and film operations, could be announced as soon as today. Viacom rose 1% in the premarket.</p><p><blockquote><b>维亚康姆(VIAC)</b>-据接受《华尔街日报》采访的知情人士透露，维亚康姆正计划对其派拉蒙影业部门进行重组。这项改革将把电视和电影业务分开，最早可能在今天宣布。维亚康姆盘前上涨1%。</blockquote></p><p> <b>Kansas City Southern(KSU)</b> – Kansas City Southern said&nbsp;the latest takeover bid&nbsp;from&nbsp;Canadian Pacific Railway(CP) is superior to the one it previously agreed to with&nbsp;Canadian National Railway(CNI). Canadian National now has five days to improve its offer, should it choose to do so. Canadian Pacific rallied 0.9% in premarket trading.</p><p><blockquote><b>堪萨斯城南部(KSU)</b>-堪萨斯城南方公司表示，加拿大太平洋铁路公司（CP）的最新收购要约优于此前与加拿大国家铁路公司（CNI）达成的收购要约。如果加拿大国民银行选择这样做，它现在有五天的时间来提高其报价。加拿大太平洋航空在盘前交易中上涨0.9%。</blockquote></p><p> <b>Walt Disney(DIS)</b> – Disney will show the remainder of its 2021 movie releases exclusively in theaters, rather than making them simultaneously available on its Disney+ streaming service. Disney’s “Shang-Chi and the Legend of the 10 Rings” topped the weekend box office once again following its record Labor Day weekend performance, with that movie showing exclusively in theaters.</p><p><blockquote><b>华特迪士尼(DIS)</b>-迪士尼将在影院独家放映2021年上映的剩余电影，而不是在其Disney+流媒体服务上同时播放。迪士尼的《尚气与十环传奇》继劳动节周末创纪录的表现后，再次荣登周末票房榜首，这部电影仅在影院上映。</blockquote></p><p> <b>Alibaba(BABA)</b> – Alibaba fell 1.7% in premarket action.</p><p><blockquote><b>阿里巴巴-SW（父亲）</b>-阿里巴巴-SW盘前下跌1.7%。</blockquote></p><p> <b>Apple(AAPL)</b> – Epic Games will appeal Friday’s ruling that Apple’s app store was not an illegal monopoly. Epic did win a partial victory in the case, with the judge ruling that Apple must allow developers to include external payment links.</p><p><blockquote><b>苹果(AAPL)</b>-Epic Games将对周五的裁决提出上诉，该裁决认为苹果的app store不是非法垄断。Epic在此案中确实取得了部分胜利，法官裁定苹果必须允许开发者包含外部支付链接。</blockquote></p><p> <b>Carlyle Group(CG)</b> – Carlyle is considering a $6 billion sale or initial public offering for packaging company Novolex, according to a Bloomberg report. The private-equity firm bought Novolex for an undisclosed amount in November 2016.</p><p><blockquote><b>凯雷集团(CG)</b>-据彭博社报道，凯雷正在考虑以60亿美元的价格出售或首次公开募股包装公司Novolex。这家私募股权公司于2016年11月收购了Novolex，收购金额未公开。</blockquote></p><p> <b>MGM Resorts(MGM)</b> – MGM rose 1.5% in the premarket after Bernstein upgraded the resort operator’s stock to “outperform” from “market perform,” citing its strong presence in the gaming and sports betting industry as well as moves to divest the company’s real estate portfolio.</p><p><blockquote><b>美高梅度假村(MGM)</b>-米高梅在盘前上涨1.5%，此前伯恩斯坦将这家度假村运营商的股票从“大盘表现”上调至“跑赢大盘”，理由是该公司在博彩和体育博彩行业的强大影响力以及剥离该公司房地产投资组合的举措。</blockquote></p><p> <b>Pfizer(PFE) </b>– Pfizer’s Covid-19 vaccine – developed in conjunction with German partner&nbsp;BioNTech(BNTX) – could be authorized for use in children aged 5-11 as soon as next month, according to two sources familiar with the situation who spoke to Reuters. Pfizer is expected to have enough study data by then to submit an application for emergency use authorization to the Food and Drug Administration. BioNTech added 1.1% in premarket trading.</p><p><blockquote><b>辉瑞(PFE)</b>-据两位知情人士向路透社透露，辉瑞与德国合作伙伴BioNTech(BNTX)联合开发的Covid-19疫苗最早可能于下个月被授权用于5-11岁的儿童。辉瑞预计届时将有足够的研究数据向食品药品监督管理局提交紧急使用授权申请。BioNTech在盘前交易中上涨1.1%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines Before US Market Open on Monday<blockquote>周一美国市场开盘前的顶线</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\">\nToplines Before US Market Open on Monday<blockquote>周一美国市场开盘前的顶线</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\">2021-09-13 20:04</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S. stock index futures rose on Monday after the S&amp;P 500 logged its worst week in more than two months, with investors keeping a close eye on inflation as well as monetary and tax policies.</p><p><blockquote>美国股指期货周一上涨，此前标普500录得两个多月来最糟糕的一周，投资者密切关注通胀以及货币和税收政策。</blockquote></p><p> S&amp;P 500 E-minis were up 23.25 points, or 0.52% at 08:00 am ET. Dow E-minis were up 183 points, or 0.53%, while Nasdaq 100 E-minis were up 75 points, or 0.49%.</p><p><blockquote>截至美国东部时间上午08:00，标普500 e-mini上涨23.25点，即0.52%。道琼斯电子迷你指数上涨183点，涨幅0.53%，纳斯达克100电子迷你指数上涨75点，涨幅0.49%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2d51dd22d532e1b98f0ecae05c1f7a3e\" tg-width=\"1080\" tg-height=\"416\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Apple Inc rose 0.9% in premarket trading after a mixed court ruling in Epic Games’ antitrust case against the iPhone maker knocked nearly $90 billion off its market value on Friday.</p><p><blockquote>周五，法院对Epic Games针对iPhone制造商的反垄断案做出了好坏参半的裁决，导致苹果公司市值缩水近900亿美元，该公司在盘前交易中上涨0.9%。</blockquote></p><p> <b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <b>Virgin Galactic(SPCE)</b> – Virgin Galactic is delaying its first commercial research space mission after a third-party supplier warned of a potential defect in a component of the flight control system. Virgin Galactic shares slid 3.3% in the premarket.</p><p><blockquote><b>维珍银河(SPCE)</b>-在第三方供应商警告飞行控制系统的一个组件存在潜在缺陷后，维珍银河推迟了其首次商业研究太空任务。维珍银河股价盘前下跌3.3%。</blockquote></p><p> <b>Dell Technologies(DELL) </b>– Dell added 1.9% in premarket action after Goldman Sachs added the computer maker’s stock to its “Conviction Buy” list. Goldman cited strong cash flow generation and debt paydown plans, among other factors.</p><p><blockquote><b>戴尔科技(DELL)</b>-高盛将戴尔的股票添加到其“坚定买入”名单后，戴尔在盘前股价上涨1.9%。高盛列举了强劲的现金流生成和债务偿还计划等因素。</blockquote></p><p> <b>TransUnion(TRU)</b> – TransUnion announced a deal to buy closely held information services company Neustar for $3.1 billion in cash. The credit reporting agency expects the deal to close during the fourth quarter.</p><p><blockquote><b>TransUnion(TRU)</b>–TransUnion宣布以31亿美元现金收购少数人持股的信息服务公司Neustar的交易。该信用报告机构预计该交易将在第四季度完成。</blockquote></p><p> <b>Viacom(VIAC) </b>– Viacom is planning a revamp of its Paramount Pictures unit, according to people familiar with the matter who spoke to The Wall Street Journal. The revamp, which would separate the TV and film operations, could be announced as soon as today. Viacom rose 1% in the premarket.</p><p><blockquote><b>维亚康姆(VIAC)</b>-据接受《华尔街日报》采访的知情人士透露，维亚康姆正计划对其派拉蒙影业部门进行重组。这项改革将把电视和电影业务分开，最早可能在今天宣布。维亚康姆盘前上涨1%。</blockquote></p><p> <b>Kansas City Southern(KSU)</b> – Kansas City Southern said&nbsp;the latest takeover bid&nbsp;from&nbsp;Canadian Pacific Railway(CP) is superior to the one it previously agreed to with&nbsp;Canadian National Railway(CNI). Canadian National now has five days to improve its offer, should it choose to do so. Canadian Pacific rallied 0.9% in premarket trading.</p><p><blockquote><b>堪萨斯城南部(KSU)</b>-堪萨斯城南方公司表示，加拿大太平洋铁路公司（CP）的最新收购要约优于此前与加拿大国家铁路公司（CNI）达成的收购要约。如果加拿大国民银行选择这样做，它现在有五天的时间来提高其报价。加拿大太平洋航空在盘前交易中上涨0.9%。</blockquote></p><p> <b>Walt Disney(DIS)</b> – Disney will show the remainder of its 2021 movie releases exclusively in theaters, rather than making them simultaneously available on its Disney+ streaming service. Disney’s “Shang-Chi and the Legend of the 10 Rings” topped the weekend box office once again following its record Labor Day weekend performance, with that movie showing exclusively in theaters.</p><p><blockquote><b>华特迪士尼(DIS)</b>-迪士尼将在影院独家放映2021年上映的剩余电影，而不是在其Disney+流媒体服务上同时播放。迪士尼的《尚气与十环传奇》继劳动节周末创纪录的表现后，再次荣登周末票房榜首，这部电影仅在影院上映。</blockquote></p><p> <b>Alibaba(BABA)</b> – Alibaba fell 1.7% in premarket action.</p><p><blockquote><b>阿里巴巴-SW（父亲）</b>-阿里巴巴-SW盘前下跌1.7%。</blockquote></p><p> <b>Apple(AAPL)</b> – Epic Games will appeal Friday’s ruling that Apple’s app store was not an illegal monopoly. Epic did win a partial victory in the case, with the judge ruling that Apple must allow developers to include external payment links.</p><p><blockquote><b>苹果(AAPL)</b>-Epic Games将对周五的裁决提出上诉，该裁决认为苹果的app store不是非法垄断。Epic在此案中确实取得了部分胜利，法官裁定苹果必须允许开发者包含外部支付链接。</blockquote></p><p> <b>Carlyle Group(CG)</b> – Carlyle is considering a $6 billion sale or initial public offering for packaging company Novolex, according to a Bloomberg report. The private-equity firm bought Novolex for an undisclosed amount in November 2016.</p><p><blockquote><b>凯雷集团(CG)</b>-据彭博社报道，凯雷正在考虑以60亿美元的价格出售或首次公开募股包装公司Novolex。这家私募股权公司于2016年11月收购了Novolex，收购金额未公开。</blockquote></p><p> <b>MGM Resorts(MGM)</b> – MGM rose 1.5% in the premarket after Bernstein upgraded the resort operator’s stock to “outperform” from “market perform,” citing its strong presence in the gaming and sports betting industry as well as moves to divest the company’s real estate portfolio.</p><p><blockquote><b>美高梅度假村(MGM)</b>-米高梅在盘前上涨1.5%，此前伯恩斯坦将这家度假村运营商的股票从“大盘表现”上调至“跑赢大盘”，理由是该公司在博彩和体育博彩行业的强大影响力以及剥离该公司房地产投资组合的举措。</blockquote></p><p> <b>Pfizer(PFE) </b>– Pfizer’s Covid-19 vaccine – developed in conjunction with German partner&nbsp;BioNTech(BNTX) – could be authorized for use in children aged 5-11 as soon as next month, according to two sources familiar with the situation who spoke to Reuters. Pfizer is expected to have enough study data by then to submit an application for emergency use authorization to the Food and Drug Administration. BioNTech added 1.1% in premarket trading.</p><p><blockquote><b>辉瑞(PFE)</b>-据两位知情人士向路透社透露，辉瑞与德国合作伙伴BioNTech(BNTX)联合开发的Covid-19疫苗最早可能于下个月被授权用于5-11岁的儿童。辉瑞预计届时将有足够的研究数据向食品药品监督管理局提交紧急使用授权申请。BioNTech在盘前交易中上涨1.1%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CG":"凯雷","AAPL":"苹果","TRU":"TransUnion","KSU":"堪萨斯南方铁路","SPCE":"维珍银河",".IXIC":"NASDAQ Composite","PFE":"辉瑞","DELL":"戴尔","BABA":"阿里巴巴","BNTX":"BioNTech SE",".SPX":"S&P 500 Index","MGM":"美高梅","DIS":"迪士尼",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129341543","content_text":"U.S. stock index futures rose on Monday after the S&P 500 logged its worst week in more than two months, with investors keeping a close eye on inflation as well as monetary and tax policies.\nS&P 500 E-minis were up 23.25 points, or 0.52% at 08:00 am ET. Dow E-minis were up 183 points, or 0.53%, while Nasdaq 100 E-minis were up 75 points, or 0.49%.\n\nApple Inc rose 0.9% in premarket trading after a mixed court ruling in Epic Games’ antitrust case against the iPhone maker knocked nearly $90 billion off its market value on Friday.\nStocks making the biggest moves in the premarket:\nVirgin Galactic(SPCE) – Virgin Galactic is delaying its first commercial research space mission after a third-party supplier warned of a potential defect in a component of the flight control system. Virgin Galactic shares slid 3.3% in the premarket.\nDell Technologies(DELL) – Dell added 1.9% in premarket action after Goldman Sachs added the computer maker’s stock to its “Conviction Buy” list. Goldman cited strong cash flow generation and debt paydown plans, among other factors.\nTransUnion(TRU) – TransUnion announced a deal to buy closely held information services company Neustar for $3.1 billion in cash. The credit reporting agency expects the deal to close during the fourth quarter.\nViacom(VIAC) – Viacom is planning a revamp of its Paramount Pictures unit, according to people familiar with the matter who spoke to The Wall Street Journal. The revamp, which would separate the TV and film operations, could be announced as soon as today. Viacom rose 1% in the premarket.\nKansas City Southern(KSU) – Kansas City Southern said the latest takeover bid from Canadian Pacific Railway(CP) is superior to the one it previously agreed to with Canadian National Railway(CNI). Canadian National now has five days to improve its offer, should it choose to do so. Canadian Pacific rallied 0.9% in premarket trading.\nWalt Disney(DIS) – Disney will show the remainder of its 2021 movie releases exclusively in theaters, rather than making them simultaneously available on its Disney+ streaming service. Disney’s “Shang-Chi and the Legend of the 10 Rings” topped the weekend box office once again following its record Labor Day weekend performance, with that movie showing exclusively in theaters.\nAlibaba(BABA) – Alibaba fell 1.7% in premarket action.\nApple(AAPL) – Epic Games will appeal Friday’s ruling that Apple’s app store was not an illegal monopoly. Epic did win a partial victory in the case, with the judge ruling that Apple must allow developers to include external payment links.\nCarlyle Group(CG) – Carlyle is considering a $6 billion sale or initial public offering for packaging company Novolex, according to a Bloomberg report. The private-equity firm bought Novolex for an undisclosed amount in November 2016.\nMGM Resorts(MGM) – MGM rose 1.5% in the premarket after Bernstein upgraded the resort operator’s stock to “outperform” from “market perform,” citing its strong presence in the gaming and sports betting industry as well as moves to divest the company’s real estate portfolio.\nPfizer(PFE) – Pfizer’s Covid-19 vaccine – developed in conjunction with German partner BioNTech(BNTX) – could be authorized for use in children aged 5-11 as soon as next month, according to two sources familiar with the situation who spoke to Reuters. Pfizer is expected to have enough study data by then to submit an application for emergency use authorization to the Food and Drug Administration. BioNTech added 1.1% in premarket trading.","news_type":1,"symbols_score_info":{"YMmain":0.9,"PFE":0.9,"MGM":0.9,"ESmain":0.9,"SPCE":0.9,"TRU":0.9,"NQmain":0.9,"BNTX":0.9,"VIAC":0.9,"DIS":0.9,"DELL":0.9,"CG":0.9,"KSU":0.9,".DJI":0.9,".IXIC":0.9,"BABA":0.9,"AAPL":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883775107,"gmtCreate":1631278132209,"gmtModify":1631893053659,"author":{"id":"3581933145667506","authorId":"3581933145667506","name":"Success9999","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581933145667506","authorIdStr":"3581933145667506"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/883775107","repostId":"2166378110","repostType":4,"isVote":1,"tweetType":1,"viewCount":1466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883772092,"gmtCreate":1631277914416,"gmtModify":1631893053671,"author":{"id":"3581933145667506","authorId":"3581933145667506","name":"Success9999","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581933145667506","authorIdStr":"3581933145667506"},"themes":[],"title":"","htmlText":"Talking about Mordena, it is suddenly become household name already.","listText":"Talking about Mordena, it is suddenly become household name already.","text":"Talking about Mordena, it is suddenly become household name already.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/883772092","repostId":"2166327584","repostType":4,"isVote":1,"tweetType":1,"viewCount":3502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817600487,"gmtCreate":1630936831949,"gmtModify":1631893053686,"author":{"id":"3581933145667506","authorId":"3581933145667506","name":"Success9999","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581933145667506","authorIdStr":"3581933145667506"},"themes":[],"title":"","htmlText":"Please like thanks 🙏&nbsp;","listText":"Please like thanks 🙏&nbsp;","text":"Please like thanks 🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/817600487","repostId":"1121396906","repostType":4,"isVote":1,"tweetType":1,"viewCount":1731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818544748,"gmtCreate":1630422090584,"gmtModify":1631893053700,"author":{"id":"3581933145667506","authorId":"3581933145667506","name":"Success9999","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581933145667506","authorIdStr":"3581933145667506"},"themes":[],"title":"","htmlText":"Maybe the end of the empire. So many players now","listText":"Maybe the end of the empire. So many players now","text":"Maybe the end of the empire. So many players now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818544748","repostId":"1173998132","repostType":4,"isVote":1,"tweetType":1,"viewCount":1534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810572255,"gmtCreate":1629989110377,"gmtModify":1704954290961,"author":{"id":"3581933145667506","authorId":"3581933145667506","name":"Success9999","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581933145667506","authorIdStr":"3581933145667506"},"themes":[],"title":"","htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/810572255","repostId":"1168256001","repostType":4,"isVote":1,"tweetType":1,"viewCount":1865,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810578503,"gmtCreate":1629989019002,"gmtModify":1704954288197,"author":{"id":"3581933145667506","authorId":"3581933145667506","name":"Success9999","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581933145667506","authorIdStr":"3581933145667506"},"themes":[],"title":"","htmlText":"Thanks for tips","listText":"Thanks for tips","text":"Thanks for tips","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810578503","repostId":"2162097742","repostType":4,"isVote":1,"tweetType":1,"viewCount":1475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834553237,"gmtCreate":1629815021529,"gmtModify":1631893053739,"author":{"id":"3581933145667506","authorId":"3581933145667506","name":"Success9999","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581933145667506","authorIdStr":"3581933145667506"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/834553237","repostId":"1123156655","repostType":4,"repost":{"id":"1123156655","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":1629814580,"share":"https://www.laohu8.com/m/news/1123156655?lang=zh_CN&edition=full","pubTime":"2021-08-24 22:16","market":"us","language":"en","title":"“Infrastructure Plan and Welfare Plan” - The Second “Trouble” That Biden Has to Deal with<blockquote>“基建计划和福利计划”——拜登要处理的第二个“麻烦”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123156655","media":"Tiger Newspress","summary":"The crises hidden behind the Kabul airport have formed the first trouble that Biden has to face, as ","content":"<p>The crises hidden behind the Kabul airport have formed the first trouble that Biden has to face, as we discussed in the article posted on August 23. And what's the second problem? The answer is \"infrastructure plan&nbsp;&amp; welfare plan.\"</p><p><blockquote>隐藏在喀布尔机场背后的危机已经形成了拜登必须面对的第一个麻烦，正如我们在8月23日发布的文章中所讨论的那样。第二个问题是什么？答案是“基础设施计划和福利计划”。</blockquote></p><p> The withdrawal of troops from Afghanistan has made the whole world feel the weakening of US military forces. In the meantime, the troop withdrawal has also given the Democratic Party a reason for infighting. Biden's infrastructure plan has been promoted in a high-profile manner since the first day he took office. However, the infrastructure plan encountered obstacles.</p><p><blockquote>从阿富汗撤军，让全世界都感受到了美国军事力量的削弱。其间，撤军也给了民主党内斗的理由。拜登的基建计划从上任第一天起就高调推进。然而，基建计划遇到了障碍。</blockquote></p><p> According to the statement made by major investment banks in the United States yesterday, it is impossible for these 9 Democratic centrists to kick against the pricks. One reason is that none of these 9 Democratic congressmen are well-known enough. The second reason is that the bills promoted by the White House in the past 40 years have never been successfully \"kidnapped\" by the Democratic centrists. If the 9 Democratic centrists work together, it is indeed possible to prevent both plans from being passed together. If so, the likelihood that the infrastructure plan will not be passed is going to be thicker. Failure to pass the infrastructure plan will not only lead to the collapse of Biden's advantages but also the breakdown of the Democratic Party's mid-term elections next year. Therefore, the market judges that the $4.5 trillion plan will be launched as scheduled.</p><p><blockquote>按照美国各大投行昨日的表态，这9位民主党中间派根本不可能一脚踢到刺头上。一个原因是，这9名民主党议员都不够知名。第二个原因是，过去40年白宫力推的法案从未被民主党中间派成功“绑架”。如果民主党9名中间派共同努力，确实有可能阻止两个方案一起通过。如果是这样，基础设施计划不被通过的可能性将会更大。基建计划不能通过，不仅会导致拜登优势崩塌也会导致民主党明年中期选举的破局。因此，市场判断4.5万亿美元计划将如期推出。</blockquote></p><p> At a superficial level, the struggle is followed by the incompatibility between infrastructure plan and welfare plan; but from a deeper perspective, it is the disharmony between the Democratic centrist and the extreme left-wing.</p><p><blockquote>从表面上看，斗争之后是基建计划与福利计划的不相容；但从更深层次看，则是民主党中间派与极左翼的不和谐。</blockquote></p><p> It is pretty easy for the infrastructure plan to be approved by Congress and the White House alone. But the extreme left-wing realizes that once the $1 trillion infrastructure plan is passed alone, the $3.5 trillion welfare plan will completely come to nothing. So, the left-wing in the House of Representatives got the drop on the issue, indicating that either the two plans are passed together, or none of them are passed. It is said that there are 50 people in the extreme left-wing under the House of Representatives, which makes it hard to offend them.</p><p><blockquote>基础设施计划很容易获得国会和白宫的批准。但极左翼意识到，一旦1万亿美元的基础设施计划单独通过，3.5万亿美元的福利计划将彻底化为乌有。因此，众议院的左翼在这个问题上让步了，表明要么这两个计划一起通过，要么都不通过。据说众议院下面的极左有50人，很难得罪。</blockquote></p><p> Biden's taking the crown in the White House benefited from his identity of Democratic centrist to a large extent. Not only is he a centrist, but the leaders of both houses of the Democratic Party are holding a background of a centrist. However, after Biden came to power, he was unconsciously coerced by the extreme left-wing in the middle of the policy agenda, and the leaders of the two houses of the Democratic Party were kidnapped in thoughts even more severely.</p><p><blockquote>拜登在白宫摘得桂冠，很大程度上得益于其民主党中间派的身份。不仅他是中间派，民主党两院领导人都抱着中间派的背景。但拜登上台后，在施政纲领中段不自觉地被极左翼裹挟，民主党两院领袖在思想上被绑架的情况更加严重。</blockquote></p><p> In terms of the infrastructure plan and welfare plan, the two congressional leaders of the Democratic Party were very active in tying up the two plans, which finally dragged Biden into the mire. However, the statement made by Biden is still vague, suggesting that he is swaying precariously between the approval of the infrastructure plan and the support for both plans. As a result, both the centrists and the extreme left-wing say that their voice represents Biden's opinion.</p><p><blockquote>在基建计划和福利计划方面，民主党两位国会领袖非常积极地将两个计划捆绑在一起，最终将拜登拖入泥潭。然而，拜登的表态仍然含糊其辞，暗示他正在基建计划的批准和两项计划的支持之间摇摆不定。因此，中间派和极左翼都表示，他们的声音代表了拜登的意见。</blockquote></p><p> To pass the vote on Monday night, the leaders made great efforts on these 9 people during the weekend. Disappointedly, not only did the efforts beat a dead horse, but more Democrats were willing to join the group of these 9 people, including the 18-member Democratic Party group Blue Dog. The two Democrats in the Senate also supported the loosening of two plans. It should be noted that the support of these two people is necessary for the implementation of the $3.5 trillion plan. Like the predicament of Kabul Airport, if Biden cannot resolve the battle quickly in this fight, the division will inevitably spread.</p><p><blockquote>为了在周一晚上通过投票，领导们在周末期间在这9个人身上下了很大功夫。令人失望的是，不仅努力得不偿失，更多的民主党人愿意加入这9人的团体，包括18人组成的民主党团体蓝狗。参议院的两名民主党人也支持放松两项计划。需要注意的是，这两人的支持对于3.5万亿美元计划的实施是必要的。和喀布尔机场的困境一样，拜登在这场战斗中如果不能迅速化解战局，分裂必然会蔓延。</blockquote></p><p> <b>Now, there are 3 choices that Biden can make:</b></p><p><blockquote><b>现在，拜登可以做出3个选择：</b></blockquote></p><p> 1.&nbsp;Persuading these 9 people and other centrists to support the bundling of two plans, with the difficulty factor marking 70 points;</p><p><blockquote>1.说服这9人和其他中间派支持捆绑两个计划，难度系数打70分；</blockquote></p><p> 2.&nbsp;Persuading the extreme left-wing to give up the bundling, with the difficulty factor marking 90 points;</p><p><blockquote>2.劝说极左翼放弃捆绑，难度系数标注90分；</blockquote></p><p> 3.&nbsp;Abandoning the support from the extreme left-wing and trying his best to be endorsed by some Republican congressmen to support the infrastructure plan, with the difficulty factor marking 50 points.</p><p><blockquote>3、放弃来自极左翼的支持，竭力获得部分共和党议员背书，支持基建计划，难度系数为50分。</blockquote></p><p> The third choice is the easiest for the president to make. Biden and Democratic leaders are afraid to mention it now because it will make the left-wing feel \"betrayed,\" which may affect the result of the next election. The first choice is relatively easy, with little impact on the later stage. But, as time goes on, the forces of centrists will grow, too.</p><p><blockquote>第三种选择是总统最容易做出的。拜登和民主党领导人现在不敢提及，因为这会让左翼感到“被背叛”，这可能会影响下次选举的结果。第一种选择相对容易，对后期影响不大。但是，随着时间的推移，中间派的力量也会增长。</blockquote></p><p> If necessary, the decision on the predicament of Kabul Airport will be pended. But for Biden, the implementation of the infrastructure plan is imperative.</p><p><blockquote>如有必要，关于喀布尔机场困境的决定将悬而未决。但对拜登来说，基建计划的实施势在必行。</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>“Infrastructure Plan and Welfare Plan” - The Second “Trouble” That Biden Has to Deal with<blockquote>“基建计划和福利计划”——拜登要处理的第二个“麻烦”</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\">\n“Infrastructure Plan and Welfare Plan” - The Second “Trouble” That Biden Has to Deal with<blockquote>“基建计划和福利计划”——拜登要处理的第二个“麻烦”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-24 22:16</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The crises hidden behind the Kabul airport have formed the first trouble that Biden has to face, as we discussed in the article posted on August 23. And what's the second problem? The answer is \"infrastructure plan&nbsp;&amp; welfare plan.\"</p><p><blockquote>隐藏在喀布尔机场背后的危机已经形成了拜登必须面对的第一个麻烦，正如我们在8月23日发布的文章中所讨论的那样。第二个问题是什么？答案是“基础设施计划和福利计划”。</blockquote></p><p> The withdrawal of troops from Afghanistan has made the whole world feel the weakening of US military forces. In the meantime, the troop withdrawal has also given the Democratic Party a reason for infighting. Biden's infrastructure plan has been promoted in a high-profile manner since the first day he took office. However, the infrastructure plan encountered obstacles.</p><p><blockquote>从阿富汗撤军，让全世界都感受到了美国军事力量的削弱。其间，撤军也给了民主党内斗的理由。拜登的基建计划从上任第一天起就高调推进。然而，基建计划遇到了障碍。</blockquote></p><p> According to the statement made by major investment banks in the United States yesterday, it is impossible for these 9 Democratic centrists to kick against the pricks. One reason is that none of these 9 Democratic congressmen are well-known enough. The second reason is that the bills promoted by the White House in the past 40 years have never been successfully \"kidnapped\" by the Democratic centrists. If the 9 Democratic centrists work together, it is indeed possible to prevent both plans from being passed together. If so, the likelihood that the infrastructure plan will not be passed is going to be thicker. Failure to pass the infrastructure plan will not only lead to the collapse of Biden's advantages but also the breakdown of the Democratic Party's mid-term elections next year. Therefore, the market judges that the $4.5 trillion plan will be launched as scheduled.</p><p><blockquote>按照美国各大投行昨日的表态，这9位民主党中间派根本不可能一脚踢到刺头上。一个原因是，这9名民主党议员都不够知名。第二个原因是，过去40年白宫力推的法案从未被民主党中间派成功“绑架”。如果民主党9名中间派共同努力，确实有可能阻止两个方案一起通过。如果是这样，基础设施计划不被通过的可能性将会更大。基建计划不能通过，不仅会导致拜登优势崩塌也会导致民主党明年中期选举的破局。因此，市场判断4.5万亿美元计划将如期推出。</blockquote></p><p> At a superficial level, the struggle is followed by the incompatibility between infrastructure plan and welfare plan; but from a deeper perspective, it is the disharmony between the Democratic centrist and the extreme left-wing.</p><p><blockquote>从表面上看，斗争之后是基建计划与福利计划的不相容；但从更深层次看，则是民主党中间派与极左翼的不和谐。</blockquote></p><p> It is pretty easy for the infrastructure plan to be approved by Congress and the White House alone. But the extreme left-wing realizes that once the $1 trillion infrastructure plan is passed alone, the $3.5 trillion welfare plan will completely come to nothing. So, the left-wing in the House of Representatives got the drop on the issue, indicating that either the two plans are passed together, or none of them are passed. It is said that there are 50 people in the extreme left-wing under the House of Representatives, which makes it hard to offend them.</p><p><blockquote>基础设施计划很容易获得国会和白宫的批准。但极左翼意识到，一旦1万亿美元的基础设施计划单独通过，3.5万亿美元的福利计划将彻底化为乌有。因此，众议院的左翼在这个问题上让步了，表明要么这两个计划一起通过，要么都不通过。据说众议院下面的极左有50人，很难得罪。</blockquote></p><p> Biden's taking the crown in the White House benefited from his identity of Democratic centrist to a large extent. Not only is he a centrist, but the leaders of both houses of the Democratic Party are holding a background of a centrist. However, after Biden came to power, he was unconsciously coerced by the extreme left-wing in the middle of the policy agenda, and the leaders of the two houses of the Democratic Party were kidnapped in thoughts even more severely.</p><p><blockquote>拜登在白宫摘得桂冠，很大程度上得益于其民主党中间派的身份。不仅他是中间派，民主党两院领导人都抱着中间派的背景。但拜登上台后，在施政纲领中段不自觉地被极左翼裹挟，民主党两院领袖在思想上被绑架的情况更加严重。</blockquote></p><p> In terms of the infrastructure plan and welfare plan, the two congressional leaders of the Democratic Party were very active in tying up the two plans, which finally dragged Biden into the mire. However, the statement made by Biden is still vague, suggesting that he is swaying precariously between the approval of the infrastructure plan and the support for both plans. As a result, both the centrists and the extreme left-wing say that their voice represents Biden's opinion.</p><p><blockquote>在基建计划和福利计划方面，民主党两位国会领袖非常积极地将两个计划捆绑在一起，最终将拜登拖入泥潭。然而，拜登的表态仍然含糊其辞，暗示他正在基建计划的批准和两项计划的支持之间摇摆不定。因此，中间派和极左翼都表示，他们的声音代表了拜登的意见。</blockquote></p><p> To pass the vote on Monday night, the leaders made great efforts on these 9 people during the weekend. Disappointedly, not only did the efforts beat a dead horse, but more Democrats were willing to join the group of these 9 people, including the 18-member Democratic Party group Blue Dog. The two Democrats in the Senate also supported the loosening of two plans. It should be noted that the support of these two people is necessary for the implementation of the $3.5 trillion plan. Like the predicament of Kabul Airport, if Biden cannot resolve the battle quickly in this fight, the division will inevitably spread.</p><p><blockquote>为了在周一晚上通过投票，领导们在周末期间在这9个人身上下了很大功夫。令人失望的是，不仅努力得不偿失，更多的民主党人愿意加入这9人的团体，包括18人组成的民主党团体蓝狗。参议院的两名民主党人也支持放松两项计划。需要注意的是，这两人的支持对于3.5万亿美元计划的实施是必要的。和喀布尔机场的困境一样，拜登在这场战斗中如果不能迅速化解战局，分裂必然会蔓延。</blockquote></p><p> <b>Now, there are 3 choices that Biden can make:</b></p><p><blockquote><b>现在，拜登可以做出3个选择：</b></blockquote></p><p> 1.&nbsp;Persuading these 9 people and other centrists to support the bundling of two plans, with the difficulty factor marking 70 points;</p><p><blockquote>1.说服这9人和其他中间派支持捆绑两个计划，难度系数打70分；</blockquote></p><p> 2.&nbsp;Persuading the extreme left-wing to give up the bundling, with the difficulty factor marking 90 points;</p><p><blockquote>2.劝说极左翼放弃捆绑，难度系数标注90分；</blockquote></p><p> 3.&nbsp;Abandoning the support from the extreme left-wing and trying his best to be endorsed by some Republican congressmen to support the infrastructure plan, with the difficulty factor marking 50 points.</p><p><blockquote>3、放弃来自极左翼的支持，竭力获得部分共和党议员背书，支持基建计划，难度系数为50分。</blockquote></p><p> The third choice is the easiest for the president to make. Biden and Democratic leaders are afraid to mention it now because it will make the left-wing feel \"betrayed,\" which may affect the result of the next election. The first choice is relatively easy, with little impact on the later stage. But, as time goes on, the forces of centrists will grow, too.</p><p><blockquote>第三种选择是总统最容易做出的。拜登和民主党领导人现在不敢提及，因为这会让左翼感到“被背叛”，这可能会影响下次选举的结果。第一种选择相对容易，对后期影响不大。但是，随着时间的推移，中间派的力量也会增长。</blockquote></p><p> If necessary, the decision on the predicament of Kabul Airport will be pended. But for Biden, the implementation of the infrastructure plan is imperative.</p><p><blockquote>如有必要，关于喀布尔机场困境的决定将悬而未决。但对拜登来说，基建计划的实施势在必行。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123156655","content_text":"The crises hidden behind the Kabul airport have formed the first trouble that Biden has to face, as we discussed in the article posted on August 23. And what's the second problem? The answer is \"infrastructure plan & welfare plan.\"\nThe withdrawal of troops from Afghanistan has made the whole world feel the weakening of US military forces. In the meantime, the troop withdrawal has also given the Democratic Party a reason for infighting. Biden's infrastructure plan has been promoted in a high-profile manner since the first day he took office. However, the infrastructure plan encountered obstacles.\nAccording to the statement made by major investment banks in the United States yesterday, it is impossible for these 9 Democratic centrists to kick against the pricks. One reason is that none of these 9 Democratic congressmen are well-known enough. The second reason is that the bills promoted by the White House in the past 40 years have never been successfully \"kidnapped\" by the Democratic centrists. If the 9 Democratic centrists work together, it is indeed possible to prevent both plans from being passed together. If so, the likelihood that the infrastructure plan will not be passed is going to be thicker. Failure to pass the infrastructure plan will not only lead to the collapse of Biden's advantages but also the breakdown of the Democratic Party's mid-term elections next year. Therefore, the market judges that the $4.5 trillion plan will be launched as scheduled.\nAt a superficial level, the struggle is followed by the incompatibility between infrastructure plan and welfare plan; but from a deeper perspective, it is the disharmony between the Democratic centrist and the extreme left-wing.\nIt is pretty easy for the infrastructure plan to be approved by Congress and the White House alone. But the extreme left-wing realizes that once the $1 trillion infrastructure plan is passed alone, the $3.5 trillion welfare plan will completely come to nothing. So, the left-wing in the House of Representatives got the drop on the issue, indicating that either the two plans are passed together, or none of them are passed. It is said that there are 50 people in the extreme left-wing under the House of Representatives, which makes it hard to offend them.\nBiden's taking the crown in the White House benefited from his identity of Democratic centrist to a large extent. Not only is he a centrist, but the leaders of both houses of the Democratic Party are holding a background of a centrist. However, after Biden came to power, he was unconsciously coerced by the extreme left-wing in the middle of the policy agenda, and the leaders of the two houses of the Democratic Party were kidnapped in thoughts even more severely.\nIn terms of the infrastructure plan and welfare plan, the two congressional leaders of the Democratic Party were very active in tying up the two plans, which finally dragged Biden into the mire. However, the statement made by Biden is still vague, suggesting that he is swaying precariously between the approval of the infrastructure plan and the support for both plans. As a result, both the centrists and the extreme left-wing say that their voice represents Biden's opinion.\nTo pass the vote on Monday night, the leaders made great efforts on these 9 people during the weekend. Disappointedly, not only did the efforts beat a dead horse, but more Democrats were willing to join the group of these 9 people, including the 18-member Democratic Party group Blue Dog. The two Democrats in the Senate also supported the loosening of two plans. It should be noted that the support of these two people is necessary for the implementation of the $3.5 trillion plan. Like the predicament of Kabul Airport, if Biden cannot resolve the battle quickly in this fight, the division will inevitably spread.\nNow, there are 3 choices that Biden can make:\n1. Persuading these 9 people and other centrists to support the bundling of two plans, with the difficulty factor marking 70 points;\n2. Persuading the extreme left-wing to give up the bundling, with the difficulty factor marking 90 points;\n3. Abandoning the support from the extreme left-wing and trying his best to be endorsed by some Republican congressmen to support the infrastructure plan, with the difficulty factor marking 50 points.\nThe third choice is the easiest for the president to make. Biden and Democratic leaders are afraid to mention it now because it will make the left-wing feel \"betrayed,\" which may affect the result of the next election. The first choice is relatively easy, with little impact on the later stage. But, as time goes on, the forces of centrists will grow, too.\nIf necessary, the decision on the predicament of Kabul Airport will be pended. But for Biden, the implementation of the infrastructure plan is imperative.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834559606,"gmtCreate":1629814976205,"gmtModify":1631893053751,"author":{"id":"3581933145667506","authorId":"3581933145667506","name":"Success9999","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581933145667506","authorIdStr":"3581933145667506"},"themes":[],"title":"","htmlText":"Travelling is back","listText":"Travelling is back","text":"Travelling is back","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/834559606","repostId":"1127577175","repostType":4,"repost":{"id":"1127577175","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":1629814583,"share":"https://www.laohu8.com/m/news/1127577175?lang=zh_CN&edition=full","pubTime":"2021-08-24 22:16","market":"us","language":"en","title":"Airbnb shares surged more than 7%<blockquote>爱彼迎股价大涨超7%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127577175","media":"Tiger Newspress","summary":"Airbnb shares rose more than 7%, the largest increase in the market in five months.Airbnb is plannin","content":"<p>Airbnb shares rose more than 7%, the largest increase in the market in five months.Airbnb&nbsp;is planning to start housing 20,000 Afghan refugees around the world free of charge, the company’s CEO, Brian Chesky, said Tuesday.</p><p><blockquote>爱彼迎股价涨超7%，创五个月来最大涨幅。该公司首席执行官Brian Chesky周二表示，爱彼迎计划开始在全球免费安置2万名阿富汗难民。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/65034bef90f1a86ce2291e5d30ee9e64\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Shares of Airbnb are down 2.1% this year, but shareholders shouldn’t be concerned, according to investment firm Susquehanna.</p><p><blockquote>投资公司Susquehanna表示，爱彼迎股价今年下跌了2.1%，但股东不必担心。</blockquote></p><p> In fact, the firm says now is the time to buy shares of the online travel website company.</p><p><blockquote>事实上，该公司表示现在是购买在线旅游网站公司股票的时候了。</blockquote></p><p> “We still like it despite volatility from COVID variants,” analyst Shyam Patil said after the company’s recent earnings.</p><p><blockquote>分析师希亚姆·帕蒂尔(Shyam Patil)在该公司最近发布财报后表示：“尽管新冠病毒变种带来了波动，但我们仍然喜欢它。”</blockquote></p><p> “ABNB again blew out expectations in 2Q, driven by a huge increase in travel demand,” he added.</p><p><blockquote>“在旅行需求大幅增长的推动下，ABNB在第二季度再次超出了预期，”他补充道。</blockquote></p><p> While the company warned in it earnings call about the uncertainty surrounding the variants, Patil was undeterred.</p><p><blockquote>尽管该公司在财报看涨期权上就这些变体的不确定性发出警告，但帕蒂尔并没有被吓倒。</blockquote></p><p> “Although COVID-19 continues to provide substantial headwinds to both ABNB and the travel industry as a whole, ABNB is showing strong signs of recovery — gross bookings grew 37% over 2Q19 levels,” he wrote.</p><p><blockquote>他写道：“尽管COVID-19继续给ABNB和整个旅游业带来巨大阻力，但ABNB正显示出强劲的复苏迹象——总预订量比2019年第二季度增长了37%。”</blockquote></p><p> Patil also predicted that Airbnb could see its highest quarterly revenue ever for the third quarter.</p><p><blockquote>帕蒂尔还预测，爱彼迎第三季度可能会创下有史以来最高的季度收入。</blockquote></p><p> “That being said, we view ABNB a must-own stock for the recovery given its strong positioning and promising long-term opportunity,” the firm said.</p><p><blockquote>该公司表示：“话虽如此，鉴于ABNB的强劲定位和充满希望的长期机会，我们认为ABNB是复苏中必须持有的股票。”</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>Airbnb shares surged more than 7%<blockquote>爱彼迎股价大涨超7%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ 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{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\">\nAirbnb shares surged more than 7%<blockquote>爱彼迎股价大涨超7%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-24 22:16</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Airbnb shares rose more than 7%, the largest increase in the market in five months.Airbnb&nbsp;is planning to start housing 20,000 Afghan refugees around the world free of charge, the company’s CEO, Brian Chesky, said Tuesday.</p><p><blockquote>爱彼迎股价涨超7%，创五个月来最大涨幅。该公司首席执行官Brian Chesky周二表示，爱彼迎计划开始在全球免费安置2万名阿富汗难民。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/65034bef90f1a86ce2291e5d30ee9e64\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Shares of Airbnb are down 2.1% this year, but shareholders shouldn’t be concerned, according to investment firm Susquehanna.</p><p><blockquote>投资公司Susquehanna表示，爱彼迎股价今年下跌了2.1%，但股东不必担心。</blockquote></p><p> In fact, the firm says now is the time to buy shares of the online travel website company.</p><p><blockquote>事实上，该公司表示现在是购买在线旅游网站公司股票的时候了。</blockquote></p><p> “We still like it despite volatility from COVID variants,” analyst Shyam Patil said after the company’s recent earnings.</p><p><blockquote>分析师希亚姆·帕蒂尔(Shyam Patil)在该公司最近发布财报后表示：“尽管新冠病毒变种带来了波动，但我们仍然喜欢它。”</blockquote></p><p> “ABNB again blew out expectations in 2Q, driven by a huge increase in travel demand,” he added.</p><p><blockquote>“在旅行需求大幅增长的推动下，ABNB在第二季度再次超出了预期，”他补充道。</blockquote></p><p> While the company warned in it earnings call about the uncertainty surrounding the variants, Patil was undeterred.</p><p><blockquote>尽管该公司在财报看涨期权上就这些变体的不确定性发出警告，但帕蒂尔并没有被吓倒。</blockquote></p><p> “Although COVID-19 continues to provide substantial headwinds to both ABNB and the travel industry as a whole, ABNB is showing strong signs of recovery — gross bookings grew 37% over 2Q19 levels,” he wrote.</p><p><blockquote>他写道：“尽管COVID-19继续给ABNB和整个旅游业带来巨大阻力，但ABNB正显示出强劲的复苏迹象——总预订量比2019年第二季度增长了37%。”</blockquote></p><p> Patil also predicted that Airbnb could see its highest quarterly revenue ever for the third quarter.</p><p><blockquote>帕蒂尔还预测，爱彼迎第三季度可能会创下有史以来最高的季度收入。</blockquote></p><p> “That being said, we view ABNB a must-own stock for the recovery given its strong positioning and promising long-term opportunity,” the firm said.</p><p><blockquote>该公司表示：“话虽如此，鉴于ABNB的强劲定位和充满希望的长期机会，我们认为ABNB是复苏中必须持有的股票。”</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127577175","content_text":"Airbnb shares rose more than 7%, the largest increase in the market in five months.Airbnb is planning to start housing 20,000 Afghan refugees around the world free of charge, the company’s CEO, Brian Chesky, said Tuesday.\n\nShares of Airbnb are down 2.1% this year, but shareholders shouldn’t be concerned, according to investment firm Susquehanna.\nIn fact, the firm says now is the time to buy shares of the online travel website company.\n“We still like it despite volatility from COVID variants,” analyst Shyam Patil said after the company’s recent earnings.\n“ABNB again blew out expectations in 2Q, driven by a huge increase in travel demand,” he added.\nWhile the company warned in it earnings call about the uncertainty surrounding the variants, Patil was undeterred.\n“Although COVID-19 continues to provide substantial headwinds to both ABNB and the travel industry as a whole, ABNB is showing strong signs of recovery — gross bookings grew 37% over 2Q19 levels,” he wrote.\nPatil also predicted that Airbnb could see its highest quarterly revenue ever for the third quarter.\n“That being said, we view ABNB a must-own stock for the recovery given its strong positioning and promising long-term opportunity,” the firm said.","news_type":1,"symbols_score_info":{"ABNB":0.9}},"isVote":1,"tweetType":1,"viewCount":596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834550093,"gmtCreate":1629814886912,"gmtModify":1633682247491,"author":{"id":"3581933145667506","authorId":"3581933145667506","name":"Success9999","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581933145667506","authorIdStr":"3581933145667506"},"themes":[],"title":"","htmlText":"Travelling is back this year!","listText":"Travelling is back this year!","text":"Travelling is back this year!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/834550093","repostId":"1127577175","repostType":4,"repost":{"id":"1127577175","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":1629814583,"share":"https://www.laohu8.com/m/news/1127577175?lang=zh_CN&edition=full","pubTime":"2021-08-24 22:16","market":"us","language":"en","title":"Airbnb shares surged more than 7%<blockquote>爱彼迎股价大涨超7%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127577175","media":"Tiger Newspress","summary":"Airbnb shares rose more than 7%, the largest increase in the market in five months.Airbnb is plannin","content":"<p>Airbnb shares rose more than 7%, the largest increase in the market in five months.Airbnb&nbsp;is planning to start housing 20,000 Afghan refugees around the world free of charge, the company’s CEO, Brian Chesky, said Tuesday.</p><p><blockquote>爱彼迎股价涨超7%，创五个月来最大涨幅。该公司首席执行官Brian Chesky周二表示，爱彼迎计划开始在全球免费安置2万名阿富汗难民。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/65034bef90f1a86ce2291e5d30ee9e64\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Shares of Airbnb are down 2.1% this year, but shareholders shouldn’t be concerned, according to investment firm Susquehanna.</p><p><blockquote>投资公司Susquehanna表示，爱彼迎股价今年下跌了2.1%，但股东不必担心。</blockquote></p><p> In fact, the firm says now is the time to buy shares of the online travel website company.</p><p><blockquote>事实上，该公司表示现在是购买在线旅游网站公司股票的时候了。</blockquote></p><p> “We still like it despite volatility from COVID variants,” analyst Shyam Patil said after the company’s recent earnings.</p><p><blockquote>分析师希亚姆·帕蒂尔(Shyam Patil)在该公司最近发布财报后表示：“尽管新冠病毒变种带来了波动，但我们仍然喜欢它。”</blockquote></p><p> “ABNB again blew out expectations in 2Q, driven by a huge increase in travel demand,” he added.</p><p><blockquote>“在旅行需求大幅增长的推动下，ABNB在第二季度再次超出了预期，”他补充道。</blockquote></p><p> While the company warned in it earnings call about the uncertainty surrounding the variants, Patil was undeterred.</p><p><blockquote>尽管该公司在财报看涨期权上就这些变体的不确定性发出警告，但帕蒂尔并没有被吓倒。</blockquote></p><p> “Although COVID-19 continues to provide substantial headwinds to both ABNB and the travel industry as a whole, ABNB is showing strong signs of recovery — gross bookings grew 37% over 2Q19 levels,” he wrote.</p><p><blockquote>他写道：“尽管COVID-19继续给ABNB和整个旅游业带来巨大阻力，但ABNB正显示出强劲的复苏迹象——总预订量比2019年第二季度增长了37%。”</blockquote></p><p> Patil also predicted that Airbnb could see its highest quarterly revenue ever for the third quarter.</p><p><blockquote>帕蒂尔还预测，爱彼迎第三季度可能会创下有史以来最高的季度收入。</blockquote></p><p> “That being said, we view ABNB a must-own stock for the recovery given its strong positioning and promising long-term opportunity,” the firm said.</p><p><blockquote>该公司表示：“话虽如此，鉴于ABNB的强劲定位和充满希望的长期机会，我们认为ABNB是复苏中必须持有的股票。”</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>Airbnb shares surged more than 7%<blockquote>爱彼迎股价大涨超7%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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#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\">\nAirbnb shares surged more than 7%<blockquote>爱彼迎股价大涨超7%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-24 22:16</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Airbnb shares rose more than 7%, the largest increase in the market in five months.Airbnb&nbsp;is planning to start housing 20,000 Afghan refugees around the world free of charge, the company’s CEO, Brian Chesky, said Tuesday.</p><p><blockquote>爱彼迎股价涨超7%，创五个月来最大涨幅。该公司首席执行官Brian Chesky周二表示，爱彼迎计划开始在全球免费安置2万名阿富汗难民。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/65034bef90f1a86ce2291e5d30ee9e64\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Shares of Airbnb are down 2.1% this year, but shareholders shouldn’t be concerned, according to investment firm Susquehanna.</p><p><blockquote>投资公司Susquehanna表示，爱彼迎股价今年下跌了2.1%，但股东不必担心。</blockquote></p><p> In fact, the firm says now is the time to buy shares of the online travel website company.</p><p><blockquote>事实上，该公司表示现在是购买在线旅游网站公司股票的时候了。</blockquote></p><p> “We still like it despite volatility from COVID variants,” analyst Shyam Patil said after the company’s recent earnings.</p><p><blockquote>分析师希亚姆·帕蒂尔(Shyam Patil)在该公司最近发布财报后表示：“尽管新冠病毒变种带来了波动，但我们仍然喜欢它。”</blockquote></p><p> “ABNB again blew out expectations in 2Q, driven by a huge increase in travel demand,” he added.</p><p><blockquote>“在旅行需求大幅增长的推动下，ABNB在第二季度再次超出了预期，”他补充道。</blockquote></p><p> While the company warned in it earnings call about the uncertainty surrounding the variants, Patil was undeterred.</p><p><blockquote>尽管该公司在财报看涨期权上就这些变体的不确定性发出警告，但帕蒂尔并没有被吓倒。</blockquote></p><p> “Although COVID-19 continues to provide substantial headwinds to both ABNB and the travel industry as a whole, ABNB is showing strong signs of recovery — gross bookings grew 37% over 2Q19 levels,” he wrote.</p><p><blockquote>他写道：“尽管COVID-19继续给ABNB和整个旅游业带来巨大阻力，但ABNB正显示出强劲的复苏迹象——总预订量比2019年第二季度增长了37%。”</blockquote></p><p> Patil also predicted that Airbnb could see its highest quarterly revenue ever for the third quarter.</p><p><blockquote>帕蒂尔还预测，爱彼迎第三季度可能会创下有史以来最高的季度收入。</blockquote></p><p> “That being said, we view ABNB a must-own stock for the recovery given its strong positioning and promising long-term opportunity,” the firm said.</p><p><blockquote>该公司表示：“话虽如此，鉴于ABNB的强劲定位和充满希望的长期机会，我们认为ABNB是复苏中必须持有的股票。”</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127577175","content_text":"Airbnb shares rose more than 7%, the largest increase in the market in five months.Airbnb is planning to start housing 20,000 Afghan refugees around the world free of charge, the company’s CEO, Brian Chesky, said Tuesday.\n\nShares of Airbnb are down 2.1% this year, but shareholders shouldn’t be concerned, according to investment firm Susquehanna.\nIn fact, the firm says now is the time to buy shares of the online travel website company.\n“We still like it despite volatility from COVID variants,” analyst Shyam Patil said after the company’s recent earnings.\n“ABNB again blew out expectations in 2Q, driven by a huge increase in travel demand,” he added.\nWhile the company warned in it earnings call about the uncertainty surrounding the variants, Patil was undeterred.\n“Although COVID-19 continues to provide substantial headwinds to both ABNB and the travel industry as a whole, ABNB is showing strong signs of recovery — gross bookings grew 37% over 2Q19 levels,” he wrote.\nPatil also predicted that Airbnb could see its highest quarterly revenue ever for the third quarter.\n“That being said, we view ABNB a must-own stock for the recovery given its strong positioning and promising long-term opportunity,” the firm said.","news_type":1,"symbols_score_info":{"ABNB":0.9}},"isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835570827,"gmtCreate":1629729054669,"gmtModify":1633682871352,"author":{"id":"3581933145667506","authorId":"3581933145667506","name":"Success9999","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581933145667506","authorIdStr":"3581933145667506"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/835570827","repostId":"2161747692","repostType":4,"isVote":1,"tweetType":1,"viewCount":771,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832890436,"gmtCreate":1629603153125,"gmtModify":1633683812551,"author":{"id":"3581933145667506","authorId":"3581933145667506","name":"Success9999","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581933145667506","authorIdStr":"3581933145667506"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/832890436","repostId":"2161744379","repostType":4,"isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836770583,"gmtCreate":1629530813642,"gmtModify":1633684155990,"author":{"id":"3581933145667506","authorId":"3581933145667506","name":"Success9999","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581933145667506","authorIdStr":"3581933145667506"},"themes":[],"title":"","htmlText":"Maybe not for zoom","listText":"Maybe not for zoom","text":"Maybe not for zoom","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/836770583","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://www.laohu8.com/m/news/1151608193?lang=zh_CN&edition=full","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares半导体ETF较近期高点下跌超过6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中，芯片制造商受到的打击比大多数制造商都要严重。</blockquote></p><p> The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p><p><blockquote>iShares半导体ETF较近期高点下跌超过6%，而标普500、纳斯达克综合指数和道琼斯工业平均指数的跌幅为2%或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股值得买入？或者这个历史上周期性的行业是否会故技重施，进入持续下跌趋势，让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表，但如果您喜欢持有股票数年而不是租用数天，那么该集团是值得买入的。主要原因：“这次不一样。”</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>诚然，这些是投资中最可怕的词语之一。但芯片行业已经发生了如此大的变化，现在确实有所不同——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险，那你就是个傻瓜。我去看看。但首先，以下是该组织现在“更安全”的三个主要原因，以及过去几天我与之交谈的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>Impax Asset Management的投资组合经理David Winborne表示：“芯片行业的需求总是由产品周期驱动而繁荣和萧条。”<a href=\"https://laohu8.com/S/FBNC\">第一</a>个人电脑，然后是服务器，然后是电话。”但他表示，现在整个经济对芯片的需求已经扩大，因此长期增长情况更加可预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益“数字化”，从各个角度来看，终端市场需求更加多样化。将远程办公服务视为<a href=\"https://laohu8.com/S/ZM\">Zoom</a>看好该集团的Gabelli Funds投资组合经理兼科技分析师Hendi Susanto指出，在线购物、云服务、电动汽车、5G手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>Motley Fool芯片行业分析师John Rotonti表示：“现代数字经济的任何方面都离不开半导体。”“这意味着更多的芯片进入所有领域。长期需求是存在的。”</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p><p><blockquote>他不是在开玩笑。William Blair分析师Greg Scolaro预测，到2030年，芯片行业的收入将从2020年的4650亿美元翻一番，达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着你所听到的普遍供应短缺“可能要到明年年底才能得到解决”，他说<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师Vivek Arya。“这不仅仅是我们的观点，<a href=\"https://laohu8.com/S/AONE.U\">一</a>得到了大多数大客户的确认。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2.玩家已经巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上上下下，从设计到各种类型的设备生产商再到制造，行业参与者已经整合到罗通蒂·评级“赢得”的双头垄断或垄断中。</blockquote></p><p> In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p><p><blockquote>在芯片设计软件中，有Cadence Design Systems和Synopsys。在生产设备方面，公司在极紫外光刻（EUV）领域的ASML等专业领域占据主导地位。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好来赢得他们的利基或双头垄断地位。这使得投资者对它们很感兴趣。罗通蒂表示，整合还意味着参与者在定价和产能方面表现得更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所提升</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为，加上成本削减，意味着现在的盈利能力远高于历史水平。“过去几年，芯片制造的经济性有了很大改善，”温伯恩说。现金流或EBITDA利润率现在通常超过30%，而十年前还在20%左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere&amp;Co.的投资组合经理Lamar Villere指出，尽管芯片股的交易价格约为市场倍数，但它们看起来很便宜，因为它们是更好的公司。“他们的市盈率并不是泡沫。”</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>值得购买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近调查的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新的管理策略</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p><p><blockquote>尽管Thrivent的高级股票研究分析师Peter Karazeris有理由对该集团持谨慎态度（见下文），但他特别指出了两家公司，它们的业绩可能会因为在新管理层的领导下而得到提振：高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳健的盈利能力。高通最近受到了一次性问题的打击，例如德克萨斯州的恶劣天气导致生产中断，但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>正在从手机扩展到汽车、工业和物联网互联设备领域等新领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris还特别提到了Nvidia，该公司因其卓越的设计能力而从数据中心和游戏设备芯片需求中获得持续增长。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计，当像高通和英伟达这样的公司想要设计芯片时，他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool的Rotonti解释说，他们基于软件的设计工具帮助芯片创新者为他们的芯片创建蓝图，他挑出了这些名字。“他们不是世界上最快的种植者，但他们有很好的利润率。”他们也主宰着这个空间。</blockquote></p><p> <b>An EUV&nbsp;play</b></p><p><blockquote><b>EUV播放</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图放在硅上，台积电和三星等公司转向ASML。它的机器使用微小的光脉冲将芯片设计模板到硅片上，这一过程被称为极紫外光刻。“没有人知道如何做到这一点，”罗通蒂说。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说，它在供应做到这一点的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供应过剩</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多产品，这样就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne表示，希望到2025年生产70%的芯片，高于目前的5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>这里的结果是，有大量的政府支持来促进制造业——所以会有更多的支持。风险在于未来某个时候供应过剩。这也可能会推动芯片设备的购买，导致未来的平静，这可能会损害设备制造商的销售和利润趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来，像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计，这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair的Scolaro指出，使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流，但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>令人不安的信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人指数（PMI）在4月份达到顶峰，然后连续三个月减速。与此同时，芯片销售持续增长。在Thrivent跟踪这一指标的Karazeris指出，通常情况下，两者遵循相同的趋势。他将这种差异归因于库存建设，而库存建设的可持续性不如真实的终端市场需求。因此，他将这种背离视为芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器（DRAM）芯片定价的预测疲软。“这些通常是你在周期顶部而不是底部看到的事情，”卡拉泽里斯说。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但全球PMI放缓也有可能更多地反映了芯片短缺，而不是表明短缺并不真实（只是库存增加）。Leuthold经济学家兼策略师吉姆·保尔森(Jim Paulsen)表示：“这种分歧并不一定意味着芯片订单会滚动并死亡。这意味着芯片制造业必须迎头赶上。”</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如，福特刚刚宣布，由于芯片短缺，而不是潜在需求短缺，它不得不削减产量。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测，由于高储蓄率、就业和收入反弹以及被压抑的大件商品需求等因素，良好的经济增长是可持续的。如果他是对的，持续的经济实力将支持对所有使用芯片的产品的需求——包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-23 22:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares半导体ETF较近期高点下跌超过6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中，芯片制造商受到的打击比大多数制造商都要严重。</blockquote></p><p> The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p><p><blockquote>iShares半导体ETF较近期高点下跌超过6%，而标普500、纳斯达克综合指数和道琼斯工业平均指数的跌幅为2%或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股值得买入？或者这个历史上周期性的行业是否会故技重施，进入持续下跌趋势，让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表，但如果您喜欢持有股票数年而不是租用数天，那么该集团是值得买入的。主要原因：“这次不一样。”</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>诚然，这些是投资中最可怕的词语之一。但芯片行业已经发生了如此大的变化，现在确实有所不同——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险，那你就是个傻瓜。我去看看。但首先，以下是该组织现在“更安全”的三个主要原因，以及过去几天我与之交谈的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>Impax Asset Management的投资组合经理David Winborne表示：“芯片行业的需求总是由产品周期驱动而繁荣和萧条。”<a href=\"https://laohu8.com/S/FBNC\">第一</a>个人电脑，然后是服务器，然后是电话。”但他表示，现在整个经济对芯片的需求已经扩大，因此长期增长情况更加可预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益“数字化”，从各个角度来看，终端市场需求更加多样化。将远程办公服务视为<a href=\"https://laohu8.com/S/ZM\">Zoom</a>看好该集团的Gabelli Funds投资组合经理兼科技分析师Hendi Susanto指出，在线购物、云服务、电动汽车、5G手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>Motley Fool芯片行业分析师John Rotonti表示：“现代数字经济的任何方面都离不开半导体。”“这意味着更多的芯片进入所有领域。长期需求是存在的。”</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p><p><blockquote>他不是在开玩笑。William Blair分析师Greg Scolaro预测，到2030年，芯片行业的收入将从2020年的4650亿美元翻一番，达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着你所听到的普遍供应短缺“可能要到明年年底才能得到解决”，他说<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师Vivek Arya。“这不仅仅是我们的观点，<a href=\"https://laohu8.com/S/AONE.U\">一</a>得到了大多数大客户的确认。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2.玩家已经巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上上下下，从设计到各种类型的设备生产商再到制造，行业参与者已经整合到罗通蒂·评级“赢得”的双头垄断或垄断中。</blockquote></p><p> In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p><p><blockquote>在芯片设计软件中，有Cadence Design Systems和Synopsys。在生产设备方面，公司在极紫外光刻（EUV）领域的ASML等专业领域占据主导地位。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好来赢得他们的利基或双头垄断地位。这使得投资者对它们很感兴趣。罗通蒂表示，整合还意味着参与者在定价和产能方面表现得更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所提升</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为，加上成本削减，意味着现在的盈利能力远高于历史水平。“过去几年，芯片制造的经济性有了很大改善，”温伯恩说。现金流或EBITDA利润率现在通常超过30%，而十年前还在20%左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere&amp;Co.的投资组合经理Lamar Villere指出，尽管芯片股的交易价格约为市场倍数，但它们看起来很便宜，因为它们是更好的公司。“他们的市盈率并不是泡沫。”</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>值得购买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近调查的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新的管理策略</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p><p><blockquote>尽管Thrivent的高级股票研究分析师Peter Karazeris有理由对该集团持谨慎态度（见下文），但他特别指出了两家公司，它们的业绩可能会因为在新管理层的领导下而得到提振：高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳健的盈利能力。高通最近受到了一次性问题的打击，例如德克萨斯州的恶劣天气导致生产中断，但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>正在从手机扩展到汽车、工业和物联网互联设备领域等新领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris还特别提到了Nvidia，该公司因其卓越的设计能力而从数据中心和游戏设备芯片需求中获得持续增长。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计，当像高通和英伟达这样的公司想要设计芯片时，他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool的Rotonti解释说，他们基于软件的设计工具帮助芯片创新者为他们的芯片创建蓝图，他挑出了这些名字。“他们不是世界上最快的种植者，但他们有很好的利润率。”他们也主宰着这个空间。</blockquote></p><p> <b>An EUV&nbsp;play</b></p><p><blockquote><b>EUV播放</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图放在硅上，台积电和三星等公司转向ASML。它的机器使用微小的光脉冲将芯片设计模板到硅片上，这一过程被称为极紫外光刻。“没有人知道如何做到这一点，”罗通蒂说。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说，它在供应做到这一点的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供应过剩</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多产品，这样就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne表示，希望到2025年生产70%的芯片，高于目前的5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>这里的结果是，有大量的政府支持来促进制造业——所以会有更多的支持。风险在于未来某个时候供应过剩。这也可能会推动芯片设备的购买，导致未来的平静，这可能会损害设备制造商的销售和利润趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来，像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计，这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair的Scolaro指出，使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流，但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>令人不安的信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人指数（PMI）在4月份达到顶峰，然后连续三个月减速。与此同时，芯片销售持续增长。在Thrivent跟踪这一指标的Karazeris指出，通常情况下，两者遵循相同的趋势。他将这种差异归因于库存建设，而库存建设的可持续性不如真实的终端市场需求。因此，他将这种背离视为芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器（DRAM）芯片定价的预测疲软。“这些通常是你在周期顶部而不是底部看到的事情，”卡拉泽里斯说。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但全球PMI放缓也有可能更多地反映了芯片短缺，而不是表明短缺并不真实（只是库存增加）。Leuthold经济学家兼策略师吉姆·保尔森(Jim Paulsen)表示：“这种分歧并不一定意味着芯片订单会滚动并死亡。这意味着芯片制造业必须迎头赶上。”</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如，福特刚刚宣布，由于芯片短缺，而不是潜在需求短缺，它不得不削减产量。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测，由于高储蓄率、就业和收入反弹以及被压抑的大件商品需求等因素，良好的经济增长是可持续的。如果他是对的，持续的经济实力将支持对所有使用芯片的产品的需求——包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ON":"安森美半导体","GOOG":"谷歌","SOXX":"iShares费城交易所半导体ETF","AMZN":"亚马逊","ASML":"阿斯麦","AAPL":"苹果","TSM":"台积电","GOOGL":"谷歌A","CDNS":"铿腾电子","NVDA":"英伟达","SSNLF":"三星电子","QCOM":"高通","SNPS":"新思科技"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1,"symbols_score_info":{"TSM":0.9,"AMZN":0.9,"ON":0.9,"SSNLF":0.9,"GOOGL":0.9,"CDNS":0.9,"SNPS":0.9,"GOOG":0.9,"SOXX":0.9,"NVDA":0.9,"ASML":0.9,"AAPL":0.9,"QCOM":0.9}},"isVote":1,"tweetType":1,"viewCount":684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831839635,"gmtCreate":1629298812327,"gmtModify":1633685859786,"author":{"id":"3581933145667506","authorId":"3581933145667506","name":"Success9999","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581933145667506","authorIdStr":"3581933145667506"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831839635","repostId":"1133857963","repostType":4,"isVote":1,"tweetType":1,"viewCount":644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833918140,"gmtCreate":1629196410980,"gmtModify":1633686664117,"author":{"id":"3581933145667506","authorId":"3581933145667506","name":"Success9999","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581933145667506","authorIdStr":"3581933145667506"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/833918140","repostId":"1122046470","repostType":4,"isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839191859,"gmtCreate":1629125178971,"gmtModify":1633687203977,"author":{"id":"3581933145667506","authorId":"3581933145667506","name":"Success9999","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581933145667506","authorIdStr":"3581933145667506"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/839191859","repostId":"2159248377","repostType":4,"isVote":1,"tweetType":1,"viewCount":696,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839191063,"gmtCreate":1629125142452,"gmtModify":1633687204099,"author":{"id":"3581933145667506","authorId":"3581933145667506","name":"Success9999","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581933145667506","authorIdStr":"3581933145667506"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839191063","repostId":"1137961734","repostType":4,"repost":{"id":"1137961734","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":1629122094,"share":"https://www.laohu8.com/m/news/1137961734?lang=zh_CN&edition=full","pubTime":"2021-08-16 21:54","market":"other","language":"en","title":"Apple shares reached record high at $150.59 in early trading<blockquote>苹果股价早盘触及150.59美元的历史新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137961734","media":"Tiger Newspress","summary":"(Aug 16)&nbsp;Apple shares reached record high at $150.59 in early trading.","content":"<p>(Aug 16)&nbsp;Apple shares reached record high at $150.59 in early trading.</p><p><blockquote>（8月16日）苹果股价在早盘交易中创下150.59美元的历史新高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b2b9a9a385ae4e2c77588a61ab15011b\" tg-width=\"1080\" tg-height=\"1868\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple shares reached record high at $150.59 in early trading<blockquote>苹果股价早盘触及150.59美元的历史新高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-16 21:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Aug 16)&nbsp;Apple shares reached record high at $150.59 in early trading.</p><p><blockquote>（8月16日）苹果股价在早盘交易中创下150.59美元的历史新高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b2b9a9a385ae4e2c77588a61ab15011b\" tg-width=\"1080\" tg-height=\"1868\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137961734","content_text":"(Aug 16) Apple shares reached record high at $150.59 in early trading.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":839191859,"gmtCreate":1629125178971,"gmtModify":1633687203977,"author":{"id":"3581933145667506","authorId":"3581933145667506","name":"Success9999","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581933145667506","idStr":"3581933145667506"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/839191859","repostId":"2159248377","repostType":4,"isVote":1,"tweetType":1,"viewCount":696,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834553237,"gmtCreate":1629815021529,"gmtModify":1631893053739,"author":{"id":"3581933145667506","authorId":"3581933145667506","name":"Success9999","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581933145667506","idStr":"3581933145667506"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/834553237","repostId":"1123156655","repostType":4,"repost":{"id":"1123156655","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":1629814580,"share":"https://www.laohu8.com/m/news/1123156655?lang=zh_CN&edition=full","pubTime":"2021-08-24 22:16","market":"us","language":"en","title":"“Infrastructure Plan and Welfare Plan” - The Second “Trouble” That Biden Has to Deal with<blockquote>“基建计划和福利计划”——拜登要处理的第二个“麻烦”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123156655","media":"Tiger Newspress","summary":"The crises hidden behind the Kabul airport have formed the first trouble that Biden has to face, as ","content":"<p>The crises hidden behind the Kabul airport have formed the first trouble that Biden has to face, as we discussed in the article posted on August 23. And what's the second problem? The answer is \"infrastructure plan&nbsp;&amp; welfare plan.\"</p><p><blockquote>隐藏在喀布尔机场背后的危机已经形成了拜登必须面对的第一个麻烦，正如我们在8月23日发布的文章中所讨论的那样。第二个问题是什么？答案是“基础设施计划和福利计划”。</blockquote></p><p> The withdrawal of troops from Afghanistan has made the whole world feel the weakening of US military forces. In the meantime, the troop withdrawal has also given the Democratic Party a reason for infighting. Biden's infrastructure plan has been promoted in a high-profile manner since the first day he took office. However, the infrastructure plan encountered obstacles.</p><p><blockquote>从阿富汗撤军，让全世界都感受到了美国军事力量的削弱。其间，撤军也给了民主党内斗的理由。拜登的基建计划从上任第一天起就高调推进。然而，基建计划遇到了障碍。</blockquote></p><p> According to the statement made by major investment banks in the United States yesterday, it is impossible for these 9 Democratic centrists to kick against the pricks. One reason is that none of these 9 Democratic congressmen are well-known enough. The second reason is that the bills promoted by the White House in the past 40 years have never been successfully \"kidnapped\" by the Democratic centrists. If the 9 Democratic centrists work together, it is indeed possible to prevent both plans from being passed together. If so, the likelihood that the infrastructure plan will not be passed is going to be thicker. Failure to pass the infrastructure plan will not only lead to the collapse of Biden's advantages but also the breakdown of the Democratic Party's mid-term elections next year. Therefore, the market judges that the $4.5 trillion plan will be launched as scheduled.</p><p><blockquote>按照美国各大投行昨日的表态，这9位民主党中间派根本不可能一脚踢到刺头上。一个原因是，这9名民主党议员都不够知名。第二个原因是，过去40年白宫力推的法案从未被民主党中间派成功“绑架”。如果民主党9名中间派共同努力，确实有可能阻止两个方案一起通过。如果是这样，基础设施计划不被通过的可能性将会更大。基建计划不能通过，不仅会导致拜登优势崩塌也会导致民主党明年中期选举的破局。因此，市场判断4.5万亿美元计划将如期推出。</blockquote></p><p> At a superficial level, the struggle is followed by the incompatibility between infrastructure plan and welfare plan; but from a deeper perspective, it is the disharmony between the Democratic centrist and the extreme left-wing.</p><p><blockquote>从表面上看，斗争之后是基建计划与福利计划的不相容；但从更深层次看，则是民主党中间派与极左翼的不和谐。</blockquote></p><p> It is pretty easy for the infrastructure plan to be approved by Congress and the White House alone. But the extreme left-wing realizes that once the $1 trillion infrastructure plan is passed alone, the $3.5 trillion welfare plan will completely come to nothing. So, the left-wing in the House of Representatives got the drop on the issue, indicating that either the two plans are passed together, or none of them are passed. It is said that there are 50 people in the extreme left-wing under the House of Representatives, which makes it hard to offend them.</p><p><blockquote>基础设施计划很容易获得国会和白宫的批准。但极左翼意识到，一旦1万亿美元的基础设施计划单独通过，3.5万亿美元的福利计划将彻底化为乌有。因此，众议院的左翼在这个问题上让步了，表明要么这两个计划一起通过，要么都不通过。据说众议院下面的极左有50人，很难得罪。</blockquote></p><p> Biden's taking the crown in the White House benefited from his identity of Democratic centrist to a large extent. Not only is he a centrist, but the leaders of both houses of the Democratic Party are holding a background of a centrist. However, after Biden came to power, he was unconsciously coerced by the extreme left-wing in the middle of the policy agenda, and the leaders of the two houses of the Democratic Party were kidnapped in thoughts even more severely.</p><p><blockquote>拜登在白宫摘得桂冠，很大程度上得益于其民主党中间派的身份。不仅他是中间派，民主党两院领导人都抱着中间派的背景。但拜登上台后，在施政纲领中段不自觉地被极左翼裹挟，民主党两院领袖在思想上被绑架的情况更加严重。</blockquote></p><p> In terms of the infrastructure plan and welfare plan, the two congressional leaders of the Democratic Party were very active in tying up the two plans, which finally dragged Biden into the mire. However, the statement made by Biden is still vague, suggesting that he is swaying precariously between the approval of the infrastructure plan and the support for both plans. As a result, both the centrists and the extreme left-wing say that their voice represents Biden's opinion.</p><p><blockquote>在基建计划和福利计划方面，民主党两位国会领袖非常积极地将两个计划捆绑在一起，最终将拜登拖入泥潭。然而，拜登的表态仍然含糊其辞，暗示他正在基建计划的批准和两项计划的支持之间摇摆不定。因此，中间派和极左翼都表示，他们的声音代表了拜登的意见。</blockquote></p><p> To pass the vote on Monday night, the leaders made great efforts on these 9 people during the weekend. Disappointedly, not only did the efforts beat a dead horse, but more Democrats were willing to join the group of these 9 people, including the 18-member Democratic Party group Blue Dog. The two Democrats in the Senate also supported the loosening of two plans. It should be noted that the support of these two people is necessary for the implementation of the $3.5 trillion plan. Like the predicament of Kabul Airport, if Biden cannot resolve the battle quickly in this fight, the division will inevitably spread.</p><p><blockquote>为了在周一晚上通过投票，领导们在周末期间在这9个人身上下了很大功夫。令人失望的是，不仅努力得不偿失，更多的民主党人愿意加入这9人的团体，包括18人组成的民主党团体蓝狗。参议院的两名民主党人也支持放松两项计划。需要注意的是，这两人的支持对于3.5万亿美元计划的实施是必要的。和喀布尔机场的困境一样，拜登在这场战斗中如果不能迅速化解战局，分裂必然会蔓延。</blockquote></p><p> <b>Now, there are 3 choices that Biden can make:</b></p><p><blockquote><b>现在，拜登可以做出3个选择：</b></blockquote></p><p> 1.&nbsp;Persuading these 9 people and other centrists to support the bundling of two plans, with the difficulty factor marking 70 points;</p><p><blockquote>1.说服这9人和其他中间派支持捆绑两个计划，难度系数打70分；</blockquote></p><p> 2.&nbsp;Persuading the extreme left-wing to give up the bundling, with the difficulty factor marking 90 points;</p><p><blockquote>2.劝说极左翼放弃捆绑，难度系数标注90分；</blockquote></p><p> 3.&nbsp;Abandoning the support from the extreme left-wing and trying his best to be endorsed by some Republican congressmen to support the infrastructure plan, with the difficulty factor marking 50 points.</p><p><blockquote>3、放弃来自极左翼的支持，竭力获得部分共和党议员背书，支持基建计划，难度系数为50分。</blockquote></p><p> The third choice is the easiest for the president to make. Biden and Democratic leaders are afraid to mention it now because it will make the left-wing feel \"betrayed,\" which may affect the result of the next election. The first choice is relatively easy, with little impact on the later stage. But, as time goes on, the forces of centrists will grow, too.</p><p><blockquote>第三种选择是总统最容易做出的。拜登和民主党领导人现在不敢提及，因为这会让左翼感到“被背叛”，这可能会影响下次选举的结果。第一种选择相对容易，对后期影响不大。但是，随着时间的推移，中间派的力量也会增长。</blockquote></p><p> If necessary, the decision on the predicament of Kabul Airport will be pended. But for Biden, the implementation of the infrastructure plan is imperative.</p><p><blockquote>如有必要，关于喀布尔机场困境的决定将悬而未决。但对拜登来说，基建计划的实施势在必行。</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>“Infrastructure Plan and Welfare Plan” - The Second “Trouble” That Biden Has to Deal with<blockquote>“基建计划和福利计划”——拜登要处理的第二个“麻烦”</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\">\n“Infrastructure Plan and Welfare Plan” - The Second “Trouble” That Biden Has to Deal with<blockquote>“基建计划和福利计划”——拜登要处理的第二个“麻烦”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-24 22:16</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The crises hidden behind the Kabul airport have formed the first trouble that Biden has to face, as we discussed in the article posted on August 23. And what's the second problem? The answer is \"infrastructure plan&nbsp;&amp; welfare plan.\"</p><p><blockquote>隐藏在喀布尔机场背后的危机已经形成了拜登必须面对的第一个麻烦，正如我们在8月23日发布的文章中所讨论的那样。第二个问题是什么？答案是“基础设施计划和福利计划”。</blockquote></p><p> The withdrawal of troops from Afghanistan has made the whole world feel the weakening of US military forces. In the meantime, the troop withdrawal has also given the Democratic Party a reason for infighting. Biden's infrastructure plan has been promoted in a high-profile manner since the first day he took office. However, the infrastructure plan encountered obstacles.</p><p><blockquote>从阿富汗撤军，让全世界都感受到了美国军事力量的削弱。其间，撤军也给了民主党内斗的理由。拜登的基建计划从上任第一天起就高调推进。然而，基建计划遇到了障碍。</blockquote></p><p> According to the statement made by major investment banks in the United States yesterday, it is impossible for these 9 Democratic centrists to kick against the pricks. One reason is that none of these 9 Democratic congressmen are well-known enough. The second reason is that the bills promoted by the White House in the past 40 years have never been successfully \"kidnapped\" by the Democratic centrists. If the 9 Democratic centrists work together, it is indeed possible to prevent both plans from being passed together. If so, the likelihood that the infrastructure plan will not be passed is going to be thicker. Failure to pass the infrastructure plan will not only lead to the collapse of Biden's advantages but also the breakdown of the Democratic Party's mid-term elections next year. Therefore, the market judges that the $4.5 trillion plan will be launched as scheduled.</p><p><blockquote>按照美国各大投行昨日的表态，这9位民主党中间派根本不可能一脚踢到刺头上。一个原因是，这9名民主党议员都不够知名。第二个原因是，过去40年白宫力推的法案从未被民主党中间派成功“绑架”。如果民主党9名中间派共同努力，确实有可能阻止两个方案一起通过。如果是这样，基础设施计划不被通过的可能性将会更大。基建计划不能通过，不仅会导致拜登优势崩塌也会导致民主党明年中期选举的破局。因此，市场判断4.5万亿美元计划将如期推出。</blockquote></p><p> At a superficial level, the struggle is followed by the incompatibility between infrastructure plan and welfare plan; but from a deeper perspective, it is the disharmony between the Democratic centrist and the extreme left-wing.</p><p><blockquote>从表面上看，斗争之后是基建计划与福利计划的不相容；但从更深层次看，则是民主党中间派与极左翼的不和谐。</blockquote></p><p> It is pretty easy for the infrastructure plan to be approved by Congress and the White House alone. But the extreme left-wing realizes that once the $1 trillion infrastructure plan is passed alone, the $3.5 trillion welfare plan will completely come to nothing. So, the left-wing in the House of Representatives got the drop on the issue, indicating that either the two plans are passed together, or none of them are passed. It is said that there are 50 people in the extreme left-wing under the House of Representatives, which makes it hard to offend them.</p><p><blockquote>基础设施计划很容易获得国会和白宫的批准。但极左翼意识到，一旦1万亿美元的基础设施计划单独通过，3.5万亿美元的福利计划将彻底化为乌有。因此，众议院的左翼在这个问题上让步了，表明要么这两个计划一起通过，要么都不通过。据说众议院下面的极左有50人，很难得罪。</blockquote></p><p> Biden's taking the crown in the White House benefited from his identity of Democratic centrist to a large extent. Not only is he a centrist, but the leaders of both houses of the Democratic Party are holding a background of a centrist. However, after Biden came to power, he was unconsciously coerced by the extreme left-wing in the middle of the policy agenda, and the leaders of the two houses of the Democratic Party were kidnapped in thoughts even more severely.</p><p><blockquote>拜登在白宫摘得桂冠，很大程度上得益于其民主党中间派的身份。不仅他是中间派，民主党两院领导人都抱着中间派的背景。但拜登上台后，在施政纲领中段不自觉地被极左翼裹挟，民主党两院领袖在思想上被绑架的情况更加严重。</blockquote></p><p> In terms of the infrastructure plan and welfare plan, the two congressional leaders of the Democratic Party were very active in tying up the two plans, which finally dragged Biden into the mire. However, the statement made by Biden is still vague, suggesting that he is swaying precariously between the approval of the infrastructure plan and the support for both plans. As a result, both the centrists and the extreme left-wing say that their voice represents Biden's opinion.</p><p><blockquote>在基建计划和福利计划方面，民主党两位国会领袖非常积极地将两个计划捆绑在一起，最终将拜登拖入泥潭。然而，拜登的表态仍然含糊其辞，暗示他正在基建计划的批准和两项计划的支持之间摇摆不定。因此，中间派和极左翼都表示，他们的声音代表了拜登的意见。</blockquote></p><p> To pass the vote on Monday night, the leaders made great efforts on these 9 people during the weekend. Disappointedly, not only did the efforts beat a dead horse, but more Democrats were willing to join the group of these 9 people, including the 18-member Democratic Party group Blue Dog. The two Democrats in the Senate also supported the loosening of two plans. It should be noted that the support of these two people is necessary for the implementation of the $3.5 trillion plan. Like the predicament of Kabul Airport, if Biden cannot resolve the battle quickly in this fight, the division will inevitably spread.</p><p><blockquote>为了在周一晚上通过投票，领导们在周末期间在这9个人身上下了很大功夫。令人失望的是，不仅努力得不偿失，更多的民主党人愿意加入这9人的团体，包括18人组成的民主党团体蓝狗。参议院的两名民主党人也支持放松两项计划。需要注意的是，这两人的支持对于3.5万亿美元计划的实施是必要的。和喀布尔机场的困境一样，拜登在这场战斗中如果不能迅速化解战局，分裂必然会蔓延。</blockquote></p><p> <b>Now, there are 3 choices that Biden can make:</b></p><p><blockquote><b>现在，拜登可以做出3个选择：</b></blockquote></p><p> 1.&nbsp;Persuading these 9 people and other centrists to support the bundling of two plans, with the difficulty factor marking 70 points;</p><p><blockquote>1.说服这9人和其他中间派支持捆绑两个计划，难度系数打70分；</blockquote></p><p> 2.&nbsp;Persuading the extreme left-wing to give up the bundling, with the difficulty factor marking 90 points;</p><p><blockquote>2.劝说极左翼放弃捆绑，难度系数标注90分；</blockquote></p><p> 3.&nbsp;Abandoning the support from the extreme left-wing and trying his best to be endorsed by some Republican congressmen to support the infrastructure plan, with the difficulty factor marking 50 points.</p><p><blockquote>3、放弃来自极左翼的支持，竭力获得部分共和党议员背书，支持基建计划，难度系数为50分。</blockquote></p><p> The third choice is the easiest for the president to make. Biden and Democratic leaders are afraid to mention it now because it will make the left-wing feel \"betrayed,\" which may affect the result of the next election. The first choice is relatively easy, with little impact on the later stage. But, as time goes on, the forces of centrists will grow, too.</p><p><blockquote>第三种选择是总统最容易做出的。拜登和民主党领导人现在不敢提及，因为这会让左翼感到“被背叛”，这可能会影响下次选举的结果。第一种选择相对容易，对后期影响不大。但是，随着时间的推移，中间派的力量也会增长。</blockquote></p><p> If necessary, the decision on the predicament of Kabul Airport will be pended. But for Biden, the implementation of the infrastructure plan is imperative.</p><p><blockquote>如有必要，关于喀布尔机场困境的决定将悬而未决。但对拜登来说，基建计划的实施势在必行。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123156655","content_text":"The crises hidden behind the Kabul airport have formed the first trouble that Biden has to face, as we discussed in the article posted on August 23. And what's the second problem? The answer is \"infrastructure plan & welfare plan.\"\nThe withdrawal of troops from Afghanistan has made the whole world feel the weakening of US military forces. In the meantime, the troop withdrawal has also given the Democratic Party a reason for infighting. Biden's infrastructure plan has been promoted in a high-profile manner since the first day he took office. However, the infrastructure plan encountered obstacles.\nAccording to the statement made by major investment banks in the United States yesterday, it is impossible for these 9 Democratic centrists to kick against the pricks. One reason is that none of these 9 Democratic congressmen are well-known enough. The second reason is that the bills promoted by the White House in the past 40 years have never been successfully \"kidnapped\" by the Democratic centrists. If the 9 Democratic centrists work together, it is indeed possible to prevent both plans from being passed together. If so, the likelihood that the infrastructure plan will not be passed is going to be thicker. Failure to pass the infrastructure plan will not only lead to the collapse of Biden's advantages but also the breakdown of the Democratic Party's mid-term elections next year. Therefore, the market judges that the $4.5 trillion plan will be launched as scheduled.\nAt a superficial level, the struggle is followed by the incompatibility between infrastructure plan and welfare plan; but from a deeper perspective, it is the disharmony between the Democratic centrist and the extreme left-wing.\nIt is pretty easy for the infrastructure plan to be approved by Congress and the White House alone. But the extreme left-wing realizes that once the $1 trillion infrastructure plan is passed alone, the $3.5 trillion welfare plan will completely come to nothing. So, the left-wing in the House of Representatives got the drop on the issue, indicating that either the two plans are passed together, or none of them are passed. It is said that there are 50 people in the extreme left-wing under the House of Representatives, which makes it hard to offend them.\nBiden's taking the crown in the White House benefited from his identity of Democratic centrist to a large extent. Not only is he a centrist, but the leaders of both houses of the Democratic Party are holding a background of a centrist. However, after Biden came to power, he was unconsciously coerced by the extreme left-wing in the middle of the policy agenda, and the leaders of the two houses of the Democratic Party were kidnapped in thoughts even more severely.\nIn terms of the infrastructure plan and welfare plan, the two congressional leaders of the Democratic Party were very active in tying up the two plans, which finally dragged Biden into the mire. However, the statement made by Biden is still vague, suggesting that he is swaying precariously between the approval of the infrastructure plan and the support for both plans. As a result, both the centrists and the extreme left-wing say that their voice represents Biden's opinion.\nTo pass the vote on Monday night, the leaders made great efforts on these 9 people during the weekend. Disappointedly, not only did the efforts beat a dead horse, but more Democrats were willing to join the group of these 9 people, including the 18-member Democratic Party group Blue Dog. The two Democrats in the Senate also supported the loosening of two plans. It should be noted that the support of these two people is necessary for the implementation of the $3.5 trillion plan. Like the predicament of Kabul Airport, if Biden cannot resolve the battle quickly in this fight, the division will inevitably spread.\nNow, there are 3 choices that Biden can make:\n1. Persuading these 9 people and other centrists to support the bundling of two plans, with the difficulty factor marking 70 points;\n2. Persuading the extreme left-wing to give up the bundling, with the difficulty factor marking 90 points;\n3. Abandoning the support from the extreme left-wing and trying his best to be endorsed by some Republican congressmen to support the infrastructure plan, with the difficulty factor marking 50 points.\nThe third choice is the easiest for the president to make. Biden and Democratic leaders are afraid to mention it now because it will make the left-wing feel \"betrayed,\" which may affect the result of the next election. The first choice is relatively easy, with little impact on the later stage. But, as time goes on, the forces of centrists will grow, too.\nIf necessary, the decision on the predicament of Kabul Airport will be pended. But for Biden, the implementation of the infrastructure plan is imperative.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832890436,"gmtCreate":1629603153125,"gmtModify":1633683812551,"author":{"id":"3581933145667506","authorId":"3581933145667506","name":"Success9999","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581933145667506","idStr":"3581933145667506"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/832890436","repostId":"2161744379","repostType":4,"isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804677027,"gmtCreate":1627956306669,"gmtModify":1633754905304,"author":{"id":"3581933145667506","authorId":"3581933145667506","name":"Success9999","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581933145667506","idStr":"3581933145667506"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/804677027","repostId":"2156114224","repostType":4,"isVote":1,"tweetType":1,"viewCount":782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810572255,"gmtCreate":1629989110377,"gmtModify":1704954290961,"author":{"id":"3581933145667506","authorId":"3581933145667506","name":"Success9999","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581933145667506","idStr":"3581933145667506"},"themes":[],"title":"","htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/810572255","repostId":"1168256001","repostType":4,"isVote":1,"tweetType":1,"viewCount":1865,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893263712,"gmtCreate":1628265094336,"gmtModify":1633752095210,"author":{"id":"3581933145667506","authorId":"3581933145667506","name":"Success9999","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581933145667506","idStr":"3581933145667506"},"themes":[],"title":"","htmlText":"Nice 👍🏻&nbsp;","listText":"Nice 👍🏻&nbsp;","text":"Nice 👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/893263712","repostId":"1155656235","repostType":4,"repost":{"id":"1155656235","kind":"news","pubTimestamp":1628227304,"share":"https://www.laohu8.com/m/news/1155656235?lang=zh_CN&edition=full","pubTime":"2021-08-06 13:21","market":"us","language":"en","title":"20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的20只云股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155656235","media":"MarketWatch","summary":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales ","content":"<p>Cloud ETFs are close to record highs, propelled by a rally in the sector</p><p><blockquote>在该行业反弹的推动下，云ETF接近历史新高</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78101d8010e186fe4df59b2ef82b5de6\" tg-width=\"700\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Analysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)</span></p><p><blockquote><p class=\"t-img-caption\"><span>分析师预计，提供云服务的公司未来将实现强劲的销售增长。（盖蒂图片社/iStockphoto）</span></p></blockquote></p><p> U.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.</p><p><blockquote>尽管来自中国的传言和德尔塔变异毒株感染人数激增，但美国投资者仍然看涨。</blockquote></p><p> Cloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.</p><p><blockquote>云公司——那些处于计算能力向互联网分布式模式转变前沿的公司——预计将在未来几年快速增长，覆盖该领域的五家最大交易所交易基金中有四家即将创下历史新高。</blockquote></p><p> Below is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.</p><p><blockquote>下面是这些ETF持有的股票屏幕，显示了预计到2023年销售额增幅最大的股票。在一个许多参与者处于相对早期阶段的行业中，销售额的增长而不是盈利的增长可能是股价的最佳驱动力。</blockquote></p><p> To begin the screen, we looked at the five largest cloud ETFs:</p><p><blockquote>首先，我们查看了五只最大的云ETF：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36209ce827d95e822cad5128be8b146a\" tg-width=\"933\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> ETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.</p><p><blockquote>ETF可能是您采取广泛方法长期参与云革命的最佳方式。如果您对任何ETF感兴趣，您应该查看基金经理的网站。</blockquote></p><p> Here’s a comparison of total returns through Aug. 4, along with those for the SPDR S&amp;P 500 ETF&nbsp;and the Invesco QQQ Trust&nbsp;(which tracks the Nasdaq-100 Index) for comparison:</p><p><blockquote>以下是截至8月4日的总回报比较，以及SPDR标普500 ETF和Invesco QQQ Trust（跟踪纳斯达克100指数）的总回报比较：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/242f135b3c7cca3cbaae3ee574023c1f\" tg-width=\"942\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> The ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF&nbsp;is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.</p><p><blockquote>ETF的方法不同。例如，方舟下一代互联网ETF是唯一一只主动管理的。其他人跟踪一个指数。根据Ark Invest 8月5日发布的信息，它也是唯一一家持有特斯拉公司股票的公司，占投资组合的10.65%。特斯拉是一家电动汽车制造商，但它也可以被视为一家云公司，因为它不断通过互联网分发软件更新，并提供其他基于云的服务。</blockquote></p><p> Another holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.</p><p><blockquote>在五只云ETF中，ARKW独有的另一个持股是华特迪士尼公司，该公司通过其Disney+流媒体服务无疑是一个重要的云参与者，即使该公司没有直接说明其销售额有多少来自该快速增长的部分。</blockquote></p><p> As part of its description of ARKW, FactSet says the following:</p><p><blockquote>作为对ARKW描述的一部分，FactSet表示如下：</blockquote></p><p> <i>“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”</i></p><p><blockquote><i>“从广义上讲，ARKW的管理者似乎专注于物联网、云计算、数字货币和可穿戴技术等热门词汇。虽然该基金的重点可能是吸引对这些新技术有信心的投资者，但投资组合的实施是一项更加困难的任务：大多数开发这些进步的公司都是大公司，新兴技术仅占总收入的一小部分。因此，很难纯粹接触ARKW的目标技术，因此请务必确认该基金的持股（而不仅仅是其论点）与您对该领域的看法一致。”</i></blockquote></p><p> <b>Cloud-stock screen</b></p><p><blockquote><b>云库存屏幕</b></blockquote></p><p> Together, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)</p><p><blockquote>上面列出的五只云ETF总共持有147只股票。为了预测2023年的销售增长，我们使用2020年日历的销售预测作为基线，然后查看FactSet调查的分析师对随后三年的一致预测（如果有）。（2020年的数字是估计值，因为许多公司的财年与日历不符。）</blockquote></p><p> To make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.</p><p><blockquote>为了确保我们有一套可靠的估计，我们将该小组限制在FactSet调查的至少5名分析师覆盖的126家公司，这些公司可以获得2020年至2023年的一致销售估计。</blockquote></p><p> Here are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:</p><p><blockquote>以下是预计到2023年销售额复合年增长率(CAGR)最高的20家公司：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/517a23591cde159fb889ab80abc4bcc6\" tg-width=\"934\" tg-height=\"765\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6af2cf5b5f9f0ce50f8f023ac7babc7f\" tg-width=\"935\" tg-height=\"717\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b88ebe72e09cb9ce3294269f0a4ae431\" tg-width=\"935\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> There are actually 21 stocks listed, including Zillow Group Inc.’s Class A&nbsp;and Class C&nbsp;shares.</p><p><blockquote>实际上有21只股票上市，包括Zillow Group Inc.的A类和C类股票。</blockquote></p><p> It is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.</p><p><blockquote>有趣的是，该榜单以ARKW持有的股票为主。该基金对云公司有广泛的定义，也关注销售增长。</blockquote></p><p></p><p> Here are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.</p><p><blockquote>以下是基于未来12个月共识预测的当前远期市销率、当前市值与2023年预计销售额的比率以及分析师对这些股票的意见摘要。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/19b9c4bf1d8b1abcfa76b7d008a47ad7\" tg-width=\"938\" tg-height=\"805\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/2ff191189c5d7d2f31698843734ca3cc\" tg-width=\"933\" tg-height=\"773\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9543489c4d52d3f1a69dfdcf170115\" tg-width=\"930\" tg-height=\"242\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> In comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.</p><p><blockquote>相比之下，SPDR标普500指数ETF的远期市销率为2.8，2023年预计市销率为2.6。对于QQQ，目前的市盈率为4.7，2023年将降至4.3。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的20只云股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的20只云股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-06 13:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Cloud ETFs are close to record highs, propelled by a rally in the sector</p><p><blockquote>在该行业反弹的推动下，云ETF接近历史新高</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78101d8010e186fe4df59b2ef82b5de6\" tg-width=\"700\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Analysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)</span></p><p><blockquote><p class=\"t-img-caption\"><span>分析师预计，提供云服务的公司未来将实现强劲的销售增长。（盖蒂图片社/iStockphoto）</span></p></blockquote></p><p> U.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.</p><p><blockquote>尽管来自中国的传言和德尔塔变异毒株感染人数激增，但美国投资者仍然看涨。</blockquote></p><p> Cloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.</p><p><blockquote>云公司——那些处于计算能力向互联网分布式模式转变前沿的公司——预计将在未来几年快速增长，覆盖该领域的五家最大交易所交易基金中有四家即将创下历史新高。</blockquote></p><p> Below is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.</p><p><blockquote>下面是这些ETF持有的股票屏幕，显示了预计到2023年销售额增幅最大的股票。在一个许多参与者处于相对早期阶段的行业中，销售额的增长而不是盈利的增长可能是股价的最佳驱动力。</blockquote></p><p> To begin the screen, we looked at the five largest cloud ETFs:</p><p><blockquote>首先，我们查看了五只最大的云ETF：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36209ce827d95e822cad5128be8b146a\" tg-width=\"933\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> ETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.</p><p><blockquote>ETF可能是您采取广泛方法长期参与云革命的最佳方式。如果您对任何ETF感兴趣，您应该查看基金经理的网站。</blockquote></p><p> Here’s a comparison of total returns through Aug. 4, along with those for the SPDR S&amp;P 500 ETF&nbsp;and the Invesco QQQ Trust&nbsp;(which tracks the Nasdaq-100 Index) for comparison:</p><p><blockquote>以下是截至8月4日的总回报比较，以及SPDR标普500 ETF和Invesco QQQ Trust（跟踪纳斯达克100指数）的总回报比较：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/242f135b3c7cca3cbaae3ee574023c1f\" tg-width=\"942\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> The ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF&nbsp;is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.</p><p><blockquote>ETF的方法不同。例如，方舟下一代互联网ETF是唯一一只主动管理的。其他人跟踪一个指数。根据Ark Invest 8月5日发布的信息，它也是唯一一家持有特斯拉公司股票的公司，占投资组合的10.65%。特斯拉是一家电动汽车制造商，但它也可以被视为一家云公司，因为它不断通过互联网分发软件更新，并提供其他基于云的服务。</blockquote></p><p> Another holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.</p><p><blockquote>在五只云ETF中，ARKW独有的另一个持股是华特迪士尼公司，该公司通过其Disney+流媒体服务无疑是一个重要的云参与者，即使该公司没有直接说明其销售额有多少来自该快速增长的部分。</blockquote></p><p> As part of its description of ARKW, FactSet says the following:</p><p><blockquote>作为对ARKW描述的一部分，FactSet表示如下：</blockquote></p><p> <i>“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”</i></p><p><blockquote><i>“从广义上讲，ARKW的管理者似乎专注于物联网、云计算、数字货币和可穿戴技术等热门词汇。虽然该基金的重点可能是吸引对这些新技术有信心的投资者，但投资组合的实施是一项更加困难的任务：大多数开发这些进步的公司都是大公司，新兴技术仅占总收入的一小部分。因此，很难纯粹接触ARKW的目标技术，因此请务必确认该基金的持股（而不仅仅是其论点）与您对该领域的看法一致。”</i></blockquote></p><p> <b>Cloud-stock screen</b></p><p><blockquote><b>云库存屏幕</b></blockquote></p><p> Together, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)</p><p><blockquote>上面列出的五只云ETF总共持有147只股票。为了预测2023年的销售增长，我们使用2020年日历的销售预测作为基线，然后查看FactSet调查的分析师对随后三年的一致预测（如果有）。（2020年的数字是估计值，因为许多公司的财年与日历不符。）</blockquote></p><p> To make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.</p><p><blockquote>为了确保我们有一套可靠的估计，我们将该小组限制在FactSet调查的至少5名分析师覆盖的126家公司，这些公司可以获得2020年至2023年的一致销售估计。</blockquote></p><p> Here are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:</p><p><blockquote>以下是预计到2023年销售额复合年增长率(CAGR)最高的20家公司：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/517a23591cde159fb889ab80abc4bcc6\" tg-width=\"934\" tg-height=\"765\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6af2cf5b5f9f0ce50f8f023ac7babc7f\" tg-width=\"935\" tg-height=\"717\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b88ebe72e09cb9ce3294269f0a4ae431\" tg-width=\"935\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> There are actually 21 stocks listed, including Zillow Group Inc.’s Class A&nbsp;and Class C&nbsp;shares.</p><p><blockquote>实际上有21只股票上市，包括Zillow Group Inc.的A类和C类股票。</blockquote></p><p> It is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.</p><p><blockquote>有趣的是，该榜单以ARKW持有的股票为主。该基金对云公司有广泛的定义，也关注销售增长。</blockquote></p><p></p><p> Here are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.</p><p><blockquote>以下是基于未来12个月共识预测的当前远期市销率、当前市值与2023年预计销售额的比率以及分析师对这些股票的意见摘要。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/19b9c4bf1d8b1abcfa76b7d008a47ad7\" tg-width=\"938\" tg-height=\"805\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/2ff191189c5d7d2f31698843734ca3cc\" tg-width=\"933\" tg-height=\"773\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9543489c4d52d3f1a69dfdcf170115\" tg-width=\"930\" tg-height=\"242\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> In comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.</p><p><blockquote>相比之下，SPDR标普500指数ETF的远期市销率为2.8，2023年预计市销率为2.6。对于QQQ，目前的市盈率为4.7，2023年将降至4.3。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","DKNG":"DraftKings Inc.","LC":"LendingClub","MELI":"MercadoLibre","OKTA":"Okta Inc.","SKLZ":"Skillz Inc","CRWD":"CrowdStrike Holdings, Inc.","PINS":"Pinterest, Inc.","SE":"Sea Ltd","KC":"金山云","SNAP":"Snap Inc","SHOP":"Shopify Inc","COIN":"Coinbase Global, Inc.","TDOC":"Teladoc Health Inc.","ADYEY":"Adyen N.V.","ROKU":"Roku Inc","VCYT":"Veracyte Inc","Z":"Zillow","PDD":"拼多多","ZG":"Zillow Class A"},"source_url":"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155656235","content_text":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)\nU.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.\nCloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.\nBelow is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.\nTo begin the screen, we looked at the five largest cloud ETFs:\nSource: FactSet\nETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.\nHere’s a comparison of total returns through Aug. 4, along with those for the SPDR S&P 500 ETF and the Invesco QQQ Trust (which tracks the Nasdaq-100 Index) for comparison:\nSource: FactSet\nThe ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.\nAnother holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.\nAs part of its description of ARKW, FactSet says the following:\n“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”\nCloud-stock screen\nTogether, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)\nTo make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.\nHere are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:\n\nSource: FactSet\nThere are actually 21 stocks listed, including Zillow Group Inc.’s Class A and Class C shares.\nIt is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.\nHere are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.\n\nSource: FactSet\nIn comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.","news_type":1,"symbols_score_info":{"TDOC":0.9,"ZG":0.9,"CRWD":0.9,"PDD":0.9,"SE":0.9,"ADYEY":0.9,"DKNG":0.9,"PINS":0.9,"Z":0.9,"TSLA":0.9,"KC":0.9,"ROKU":0.9,"SHOP":0.9,"MELI":0.9,"SNAP":0.9,"SQ":0.9,"SKLZ":0.9,"COIN":0.9,"OKTA":0.9,"VCYT":0.9,"LC":0.9}},"isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892099309,"gmtCreate":1628608629301,"gmtModify":1633745743654,"author":{"id":"3581933145667506","authorId":"3581933145667506","name":"Success9999","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581933145667506","idStr":"3581933145667506"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/892099309","repostId":"2158477242","repostType":4,"isVote":1,"tweetType":1,"viewCount":744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882017519,"gmtCreate":1631630889431,"gmtModify":1631893053636,"author":{"id":"3581933145667506","authorId":"3581933145667506","name":"Success9999","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581933145667506","idStr":"3581933145667506"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/882017519","repostId":"1128474511","repostType":4,"isVote":1,"tweetType":1,"viewCount":3118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886089370,"gmtCreate":1631538811390,"gmtModify":1631893053646,"author":{"id":"3581933145667506","authorId":"3581933145667506","name":"Success9999","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581933145667506","idStr":"3581933145667506"},"themes":[],"title":"","htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/886089370","repostId":"1129341543","repostType":4,"repost":{"id":"1129341543","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":1631534652,"share":"https://www.laohu8.com/m/news/1129341543?lang=zh_CN&edition=full","pubTime":"2021-09-13 20:04","market":"us","language":"en","title":"Toplines Before US Market Open on Monday<blockquote>周一美国市场开盘前的顶线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129341543","media":"Tiger Newspress","summary":"U.S. stock index futures rose on Monday after the S&P 500 logged its worst week in more than two mon","content":"<p>U.S. stock index futures rose on Monday after the S&amp;P 500 logged its worst week in more than two months, with investors keeping a close eye on inflation as well as monetary and tax policies.</p><p><blockquote>美国股指期货周一上涨，此前标普500录得两个多月来最糟糕的一周，投资者密切关注通胀以及货币和税收政策。</blockquote></p><p> S&amp;P 500 E-minis were up 23.25 points, or 0.52% at 08:00 am ET. Dow E-minis were up 183 points, or 0.53%, while Nasdaq 100 E-minis were up 75 points, or 0.49%.</p><p><blockquote>截至美国东部时间上午08:00，标普500 e-mini上涨23.25点，即0.52%。道琼斯电子迷你指数上涨183点，涨幅0.53%，纳斯达克100电子迷你指数上涨75点，涨幅0.49%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2d51dd22d532e1b98f0ecae05c1f7a3e\" tg-width=\"1080\" tg-height=\"416\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Apple Inc rose 0.9% in premarket trading after a mixed court ruling in Epic Games’ antitrust case against the iPhone maker knocked nearly $90 billion off its market value on Friday.</p><p><blockquote>周五，法院对Epic Games针对iPhone制造商的反垄断案做出了好坏参半的裁决，导致苹果公司市值缩水近900亿美元，该公司在盘前交易中上涨0.9%。</blockquote></p><p> <b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <b>Virgin Galactic(SPCE)</b> – Virgin Galactic is delaying its first commercial research space mission after a third-party supplier warned of a potential defect in a component of the flight control system. Virgin Galactic shares slid 3.3% in the premarket.</p><p><blockquote><b>维珍银河(SPCE)</b>-在第三方供应商警告飞行控制系统的一个组件存在潜在缺陷后，维珍银河推迟了其首次商业研究太空任务。维珍银河股价盘前下跌3.3%。</blockquote></p><p> <b>Dell Technologies(DELL) </b>– Dell added 1.9% in premarket action after Goldman Sachs added the computer maker’s stock to its “Conviction Buy” list. Goldman cited strong cash flow generation and debt paydown plans, among other factors.</p><p><blockquote><b>戴尔科技(DELL)</b>-高盛将戴尔的股票添加到其“坚定买入”名单后，戴尔在盘前股价上涨1.9%。高盛列举了强劲的现金流生成和债务偿还计划等因素。</blockquote></p><p> <b>TransUnion(TRU)</b> – TransUnion announced a deal to buy closely held information services company Neustar for $3.1 billion in cash. The credit reporting agency expects the deal to close during the fourth quarter.</p><p><blockquote><b>TransUnion(TRU)</b>–TransUnion宣布以31亿美元现金收购少数人持股的信息服务公司Neustar的交易。该信用报告机构预计该交易将在第四季度完成。</blockquote></p><p> <b>Viacom(VIAC) </b>– Viacom is planning a revamp of its Paramount Pictures unit, according to people familiar with the matter who spoke to The Wall Street Journal. The revamp, which would separate the TV and film operations, could be announced as soon as today. Viacom rose 1% in the premarket.</p><p><blockquote><b>维亚康姆(VIAC)</b>-据接受《华尔街日报》采访的知情人士透露，维亚康姆正计划对其派拉蒙影业部门进行重组。这项改革将把电视和电影业务分开，最早可能在今天宣布。维亚康姆盘前上涨1%。</blockquote></p><p> <b>Kansas City Southern(KSU)</b> – Kansas City Southern said&nbsp;the latest takeover bid&nbsp;from&nbsp;Canadian Pacific Railway(CP) is superior to the one it previously agreed to with&nbsp;Canadian National Railway(CNI). Canadian National now has five days to improve its offer, should it choose to do so. Canadian Pacific rallied 0.9% in premarket trading.</p><p><blockquote><b>堪萨斯城南部(KSU)</b>-堪萨斯城南方公司表示，加拿大太平洋铁路公司（CP）的最新收购要约优于此前与加拿大国家铁路公司（CNI）达成的收购要约。如果加拿大国民银行选择这样做，它现在有五天的时间来提高其报价。加拿大太平洋航空在盘前交易中上涨0.9%。</blockquote></p><p> <b>Walt Disney(DIS)</b> – Disney will show the remainder of its 2021 movie releases exclusively in theaters, rather than making them simultaneously available on its Disney+ streaming service. Disney’s “Shang-Chi and the Legend of the 10 Rings” topped the weekend box office once again following its record Labor Day weekend performance, with that movie showing exclusively in theaters.</p><p><blockquote><b>华特迪士尼(DIS)</b>-迪士尼将在影院独家放映2021年上映的剩余电影，而不是在其Disney+流媒体服务上同时播放。迪士尼的《尚气与十环传奇》继劳动节周末创纪录的表现后，再次荣登周末票房榜首，这部电影仅在影院上映。</blockquote></p><p> <b>Alibaba(BABA)</b> – Alibaba fell 1.7% in premarket action.</p><p><blockquote><b>阿里巴巴-SW（父亲）</b>-阿里巴巴-SW盘前下跌1.7%。</blockquote></p><p> <b>Apple(AAPL)</b> – Epic Games will appeal Friday’s ruling that Apple’s app store was not an illegal monopoly. Epic did win a partial victory in the case, with the judge ruling that Apple must allow developers to include external payment links.</p><p><blockquote><b>苹果(AAPL)</b>-Epic Games将对周五的裁决提出上诉，该裁决认为苹果的app store不是非法垄断。Epic在此案中确实取得了部分胜利，法官裁定苹果必须允许开发者包含外部支付链接。</blockquote></p><p> <b>Carlyle Group(CG)</b> – Carlyle is considering a $6 billion sale or initial public offering for packaging company Novolex, according to a Bloomberg report. The private-equity firm bought Novolex for an undisclosed amount in November 2016.</p><p><blockquote><b>凯雷集团(CG)</b>-据彭博社报道，凯雷正在考虑以60亿美元的价格出售或首次公开募股包装公司Novolex。这家私募股权公司于2016年11月收购了Novolex，收购金额未公开。</blockquote></p><p> <b>MGM Resorts(MGM)</b> – MGM rose 1.5% in the premarket after Bernstein upgraded the resort operator’s stock to “outperform” from “market perform,” citing its strong presence in the gaming and sports betting industry as well as moves to divest the company’s real estate portfolio.</p><p><blockquote><b>美高梅度假村(MGM)</b>-米高梅在盘前上涨1.5%，此前伯恩斯坦将这家度假村运营商的股票从“大盘表现”上调至“跑赢大盘”，理由是该公司在博彩和体育博彩行业的强大影响力以及剥离该公司房地产投资组合的举措。</blockquote></p><p> <b>Pfizer(PFE) </b>– Pfizer’s Covid-19 vaccine – developed in conjunction with German partner&nbsp;BioNTech(BNTX) – could be authorized for use in children aged 5-11 as soon as next month, according to two sources familiar with the situation who spoke to Reuters. Pfizer is expected to have enough study data by then to submit an application for emergency use authorization to the Food and Drug Administration. BioNTech added 1.1% in premarket trading.</p><p><blockquote><b>辉瑞(PFE)</b>-据两位知情人士向路透社透露，辉瑞与德国合作伙伴BioNTech(BNTX)联合开发的Covid-19疫苗最早可能于下个月被授权用于5-11岁的儿童。辉瑞预计届时将有足够的研究数据向食品药品监督管理局提交紧急使用授权申请。BioNTech在盘前交易中上涨1.1%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines Before US Market Open on Monday<blockquote>周一美国市场开盘前的顶线</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\">\nToplines Before US Market Open on Monday<blockquote>周一美国市场开盘前的顶线</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\">2021-09-13 20:04</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S. stock index futures rose on Monday after the S&amp;P 500 logged its worst week in more than two months, with investors keeping a close eye on inflation as well as monetary and tax policies.</p><p><blockquote>美国股指期货周一上涨，此前标普500录得两个多月来最糟糕的一周，投资者密切关注通胀以及货币和税收政策。</blockquote></p><p> S&amp;P 500 E-minis were up 23.25 points, or 0.52% at 08:00 am ET. Dow E-minis were up 183 points, or 0.53%, while Nasdaq 100 E-minis were up 75 points, or 0.49%.</p><p><blockquote>截至美国东部时间上午08:00，标普500 e-mini上涨23.25点，即0.52%。道琼斯电子迷你指数上涨183点，涨幅0.53%，纳斯达克100电子迷你指数上涨75点，涨幅0.49%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2d51dd22d532e1b98f0ecae05c1f7a3e\" tg-width=\"1080\" tg-height=\"416\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Apple Inc rose 0.9% in premarket trading after a mixed court ruling in Epic Games’ antitrust case against the iPhone maker knocked nearly $90 billion off its market value on Friday.</p><p><blockquote>周五，法院对Epic Games针对iPhone制造商的反垄断案做出了好坏参半的裁决，导致苹果公司市值缩水近900亿美元，该公司在盘前交易中上涨0.9%。</blockquote></p><p> <b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <b>Virgin Galactic(SPCE)</b> – Virgin Galactic is delaying its first commercial research space mission after a third-party supplier warned of a potential defect in a component of the flight control system. Virgin Galactic shares slid 3.3% in the premarket.</p><p><blockquote><b>维珍银河(SPCE)</b>-在第三方供应商警告飞行控制系统的一个组件存在潜在缺陷后，维珍银河推迟了其首次商业研究太空任务。维珍银河股价盘前下跌3.3%。</blockquote></p><p> <b>Dell Technologies(DELL) </b>– Dell added 1.9% in premarket action after Goldman Sachs added the computer maker’s stock to its “Conviction Buy” list. Goldman cited strong cash flow generation and debt paydown plans, among other factors.</p><p><blockquote><b>戴尔科技(DELL)</b>-高盛将戴尔的股票添加到其“坚定买入”名单后，戴尔在盘前股价上涨1.9%。高盛列举了强劲的现金流生成和债务偿还计划等因素。</blockquote></p><p> <b>TransUnion(TRU)</b> – TransUnion announced a deal to buy closely held information services company Neustar for $3.1 billion in cash. The credit reporting agency expects the deal to close during the fourth quarter.</p><p><blockquote><b>TransUnion(TRU)</b>–TransUnion宣布以31亿美元现金收购少数人持股的信息服务公司Neustar的交易。该信用报告机构预计该交易将在第四季度完成。</blockquote></p><p> <b>Viacom(VIAC) </b>– Viacom is planning a revamp of its Paramount Pictures unit, according to people familiar with the matter who spoke to The Wall Street Journal. The revamp, which would separate the TV and film operations, could be announced as soon as today. Viacom rose 1% in the premarket.</p><p><blockquote><b>维亚康姆(VIAC)</b>-据接受《华尔街日报》采访的知情人士透露，维亚康姆正计划对其派拉蒙影业部门进行重组。这项改革将把电视和电影业务分开，最早可能在今天宣布。维亚康姆盘前上涨1%。</blockquote></p><p> <b>Kansas City Southern(KSU)</b> – Kansas City Southern said&nbsp;the latest takeover bid&nbsp;from&nbsp;Canadian Pacific Railway(CP) is superior to the one it previously agreed to with&nbsp;Canadian National Railway(CNI). Canadian National now has five days to improve its offer, should it choose to do so. Canadian Pacific rallied 0.9% in premarket trading.</p><p><blockquote><b>堪萨斯城南部(KSU)</b>-堪萨斯城南方公司表示，加拿大太平洋铁路公司（CP）的最新收购要约优于此前与加拿大国家铁路公司（CNI）达成的收购要约。如果加拿大国民银行选择这样做，它现在有五天的时间来提高其报价。加拿大太平洋航空在盘前交易中上涨0.9%。</blockquote></p><p> <b>Walt Disney(DIS)</b> – Disney will show the remainder of its 2021 movie releases exclusively in theaters, rather than making them simultaneously available on its Disney+ streaming service. Disney’s “Shang-Chi and the Legend of the 10 Rings” topped the weekend box office once again following its record Labor Day weekend performance, with that movie showing exclusively in theaters.</p><p><blockquote><b>华特迪士尼(DIS)</b>-迪士尼将在影院独家放映2021年上映的剩余电影，而不是在其Disney+流媒体服务上同时播放。迪士尼的《尚气与十环传奇》继劳动节周末创纪录的表现后，再次荣登周末票房榜首，这部电影仅在影院上映。</blockquote></p><p> <b>Alibaba(BABA)</b> – Alibaba fell 1.7% in premarket action.</p><p><blockquote><b>阿里巴巴-SW（父亲）</b>-阿里巴巴-SW盘前下跌1.7%。</blockquote></p><p> <b>Apple(AAPL)</b> – Epic Games will appeal Friday’s ruling that Apple’s app store was not an illegal monopoly. Epic did win a partial victory in the case, with the judge ruling that Apple must allow developers to include external payment links.</p><p><blockquote><b>苹果(AAPL)</b>-Epic Games将对周五的裁决提出上诉，该裁决认为苹果的app store不是非法垄断。Epic在此案中确实取得了部分胜利，法官裁定苹果必须允许开发者包含外部支付链接。</blockquote></p><p> <b>Carlyle Group(CG)</b> – Carlyle is considering a $6 billion sale or initial public offering for packaging company Novolex, according to a Bloomberg report. The private-equity firm bought Novolex for an undisclosed amount in November 2016.</p><p><blockquote><b>凯雷集团(CG)</b>-据彭博社报道，凯雷正在考虑以60亿美元的价格出售或首次公开募股包装公司Novolex。这家私募股权公司于2016年11月收购了Novolex，收购金额未公开。</blockquote></p><p> <b>MGM Resorts(MGM)</b> – MGM rose 1.5% in the premarket after Bernstein upgraded the resort operator’s stock to “outperform” from “market perform,” citing its strong presence in the gaming and sports betting industry as well as moves to divest the company’s real estate portfolio.</p><p><blockquote><b>美高梅度假村(MGM)</b>-米高梅在盘前上涨1.5%，此前伯恩斯坦将这家度假村运营商的股票从“大盘表现”上调至“跑赢大盘”，理由是该公司在博彩和体育博彩行业的强大影响力以及剥离该公司房地产投资组合的举措。</blockquote></p><p> <b>Pfizer(PFE) </b>– Pfizer’s Covid-19 vaccine – developed in conjunction with German partner&nbsp;BioNTech(BNTX) – could be authorized for use in children aged 5-11 as soon as next month, according to two sources familiar with the situation who spoke to Reuters. Pfizer is expected to have enough study data by then to submit an application for emergency use authorization to the Food and Drug Administration. BioNTech added 1.1% in premarket trading.</p><p><blockquote><b>辉瑞(PFE)</b>-据两位知情人士向路透社透露，辉瑞与德国合作伙伴BioNTech(BNTX)联合开发的Covid-19疫苗最早可能于下个月被授权用于5-11岁的儿童。辉瑞预计届时将有足够的研究数据向食品药品监督管理局提交紧急使用授权申请。BioNTech在盘前交易中上涨1.1%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CG":"凯雷","AAPL":"苹果","TRU":"TransUnion","KSU":"堪萨斯南方铁路","SPCE":"维珍银河",".IXIC":"NASDAQ Composite","PFE":"辉瑞","DELL":"戴尔","BABA":"阿里巴巴","BNTX":"BioNTech SE",".SPX":"S&P 500 Index","MGM":"美高梅","DIS":"迪士尼",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129341543","content_text":"U.S. stock index futures rose on Monday after the S&P 500 logged its worst week in more than two months, with investors keeping a close eye on inflation as well as monetary and tax policies.\nS&P 500 E-minis were up 23.25 points, or 0.52% at 08:00 am ET. Dow E-minis were up 183 points, or 0.53%, while Nasdaq 100 E-minis were up 75 points, or 0.49%.\n\nApple Inc rose 0.9% in premarket trading after a mixed court ruling in Epic Games’ antitrust case against the iPhone maker knocked nearly $90 billion off its market value on Friday.\nStocks making the biggest moves in the premarket:\nVirgin Galactic(SPCE) – Virgin Galactic is delaying its first commercial research space mission after a third-party supplier warned of a potential defect in a component of the flight control system. Virgin Galactic shares slid 3.3% in the premarket.\nDell Technologies(DELL) – Dell added 1.9% in premarket action after Goldman Sachs added the computer maker’s stock to its “Conviction Buy” list. Goldman cited strong cash flow generation and debt paydown plans, among other factors.\nTransUnion(TRU) – TransUnion announced a deal to buy closely held information services company Neustar for $3.1 billion in cash. The credit reporting agency expects the deal to close during the fourth quarter.\nViacom(VIAC) – Viacom is planning a revamp of its Paramount Pictures unit, according to people familiar with the matter who spoke to The Wall Street Journal. The revamp, which would separate the TV and film operations, could be announced as soon as today. Viacom rose 1% in the premarket.\nKansas City Southern(KSU) – Kansas City Southern said the latest takeover bid from Canadian Pacific Railway(CP) is superior to the one it previously agreed to with Canadian National Railway(CNI). Canadian National now has five days to improve its offer, should it choose to do so. Canadian Pacific rallied 0.9% in premarket trading.\nWalt Disney(DIS) – Disney will show the remainder of its 2021 movie releases exclusively in theaters, rather than making them simultaneously available on its Disney+ streaming service. Disney’s “Shang-Chi and the Legend of the 10 Rings” topped the weekend box office once again following its record Labor Day weekend performance, with that movie showing exclusively in theaters.\nAlibaba(BABA) – Alibaba fell 1.7% in premarket action.\nApple(AAPL) – Epic Games will appeal Friday’s ruling that Apple’s app store was not an illegal monopoly. Epic did win a partial victory in the case, with the judge ruling that Apple must allow developers to include external payment links.\nCarlyle Group(CG) – Carlyle is considering a $6 billion sale or initial public offering for packaging company Novolex, according to a Bloomberg report. The private-equity firm bought Novolex for an undisclosed amount in November 2016.\nMGM Resorts(MGM) – MGM rose 1.5% in the premarket after Bernstein upgraded the resort operator’s stock to “outperform” from “market perform,” citing its strong presence in the gaming and sports betting industry as well as moves to divest the company’s real estate portfolio.\nPfizer(PFE) – Pfizer’s Covid-19 vaccine – developed in conjunction with German partner BioNTech(BNTX) – could be authorized for use in children aged 5-11 as soon as next month, according to two sources familiar with the situation who spoke to Reuters. Pfizer is expected to have enough study data by then to submit an application for emergency use authorization to the Food and Drug Administration. BioNTech added 1.1% in premarket trading.","news_type":1,"symbols_score_info":{"YMmain":0.9,"PFE":0.9,"MGM":0.9,"ESmain":0.9,"SPCE":0.9,"TRU":0.9,"NQmain":0.9,"BNTX":0.9,"VIAC":0.9,"DIS":0.9,"DELL":0.9,"CG":0.9,"KSU":0.9,".DJI":0.9,".IXIC":0.9,"BABA":0.9,"AAPL":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817600487,"gmtCreate":1630936831949,"gmtModify":1631893053686,"author":{"id":"3581933145667506","authorId":"3581933145667506","name":"Success9999","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581933145667506","idStr":"3581933145667506"},"themes":[],"title":"","htmlText":"Please like thanks 🙏&nbsp;","listText":"Please like thanks 🙏&nbsp;","text":"Please like thanks 🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/817600487","repostId":"1121396906","repostType":4,"isVote":1,"tweetType":1,"viewCount":1731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}